First Union/Wachovia

Industry: Financial services company

Description

Wachovia was a diversified financial services company based in Charlotte, North Carolina. Before its acquisition by Wells Fargo and Company in 2008, Wachovia was the fourth-largest bank holding company in the United States, based on total assets. Headquarters: Charlotte, NC Acquisition date: December 31, 2008 Founded: June 16, 1879 Parent organization: Wells Fargo Subsidiaries: Wells Fargo Advisors, Wachovia Service Corp,

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First Union/Wachovia Employees

Employee
Years
Job
Industry
Tim Coop Tim Coop Saint Petersburg, Florida Details
Tim Coop's First Union/Wachovia Experience May 1993 - November 2007
Job Regional President Tampa Bay Hancock Bank
Industry Banking
Experience
Hancock Bank  September 2011 - Present
Fifth Third Bank  November 2007 - September 2011
First Union/Wachovia   May 1993 - November 2007
NCNB/NationsBank/Bank of America   January 1989 - May 1993

Skills
Loans, Commercial Banking, Commercial Real Estate, Training, Middle Market, Loan Origination, Treasury Management, Consumer Lending, Banking, Commercial Lending, Small Business Lending, Credit, Due Diligence, Underwriting, Credit Analysis, Strategic Financial..., Asset Based Lending, Portfolio Management, Strategic Planning, Mortgage Lending, Commercial Mortgages, Cash Management

Education
University of Florida   1985 — 1988
Bachelors of Science - Business Administration, Finance

Rob Frate Rob Frate Roanoke, Virginia Area Details
Rob Frate's First Union/Wachovia Experience November 1997 - November 2008
Job Owner at Key Property Solutions, Inc
Industry Real Estate
Experience
Key Property Solutions, Inc   January 2014 - Present
Wells Fargo  August 2010 - December 2013
Wachovia/Wells Fargo  November 2008 - August 2010
First Union/Wachovia   November 1997 - November 2008

Skills
Process Improvement, Risk Management, Banking, Project Management, Program Management, Vendor Management, Leadership, Team Building, Customer Service, Business Continuity, Information Security, Real Estate, Foreclosures, Probate, Marketing, Online Marketing, Direct Mail Campaigns, Private Money Investing, Entrepreneur, Management, Risk Assessment, Physical Security, Security, Sales, Entrepreneurship, First Time Home Buyers, Investment Properties, Negotiation

Education
Fortune Builders
Real Estate

Averett University   2002 — 2004
Bachelor of Business Administration (BBA)

Frostburg State University   1989 — 1992

Alan Todd Alan Todd Charlotte, North Carolina Area Details
Alan Todd's First Union/Wachovia Experience 2000 - 2009
Job Infrastructure Project Manager
Industry Information Technology and Services
Experience
Duke Energy Corporation  October 2012 - Present
Wells Fargo  2009 - 2012
First Union/Wachovia   2000 - 2009

Skills
IT Service Management, Project Portfolio..., Strategy, Project Planning, Project Management, Business Analysis, Analysis, PMO, SDLC, Risk Management, Program Management, Infrastructure, Vendor Management, Banking, IT Strategy, Management

Education
Clemson University   1985 — 1989
BS, Finance

Wade Hampton High School   1981 — 1985

Andrea Young Andrea Young Fort Lauderdale, Florida Details
Andrea Young's First Union/Wachovia Experience 1992 - 2005
Job Branch Team Leader at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation  October 2005 - April 2015
First Union/Wachovia   1992 - 2005
NCNB Bank   1989 - 1992

Skills
Banking, Loans, Customer Service, Consumer Lending, Retail Banking, Small Business Lending, Credit, Management, Leadership, Risk Management, Coaching, Team Building, Public Speaking, Insurance, Small Business

Education
University of Florida
Bachelor of Science, Business Administration

John Shine John Shine Durham, North Carolina Details
John Shine's First Union/Wachovia Experience March 1997 - November 2002
Job Sales & Business Development Executive A skilled leader adept at building successful relationships, teams & processes.
Industry Executive Office
Experience
TruAcuity   February 2012 - Present
AXA Advisors  February 2011 - February 2012
Wells Fargo Advisors  January 2010 - February 2011
Wells Fargo Private Bank  March 2008 - January 2010
Wachovia Bank  November 2002 - September 2008
First Union/Wachovia   March 1997 - November 2002

Skills
Business Development, Management, Finance, Financial Analysis, Leadership, Portfolio Management, Business Strategy, Strategic Financial..., Investments, Strategy, Strategic Planning, Contract Negotiation, Financial Planning, Team Building, Start-ups, CRM

Education
Shippensburg University of Pennsylvania
Bachelor of Arts (BA), History & Literary English

Sandra Medlin Sandra Medlin Charlotte, North Carolina Details
Sandra Medlin's First Union/Wachovia Experience January 2000 - May 2006
Job Executive Assistant at Wells Fargo
Industry Banking
Experience
Wells Fargo  May 2006 - September 2014
First Union/Wachovia   January 2000 - May 2006
First Union National BankMunicipal Group   September 1996 - January 2000

Education
Central Piedmont Community College

Steve Carter, PMP Steve Carter, PMP Charlotte, North Carolina Details
Steve Carter, PMP's First Union/Wachovia Experience December 2001 - October 2005
Job Director, HR Business Management at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF  December 2014 - Present
Empowered Benefits  March 2013 - September 2014
Aon Hewitt  September 2011 - March 2013
Wells Fargo  January 2009 - November 2010
Wachovia  November 2005 - December 2008
First Union/Wachovia   December 2001 - October 2005
First Union  December 2000 - December 2001
First Union National Bank  February 1999 - December 2000
First Union National Bank  March 1998 - January 1999
First Union National Bank  October 1995 - March 1998

Skills
Change Management, Project Management, Program Management, Personnel Management, Process Improvement, Performance Management, Business Analysis, Project Portfolio..., Team Building, Collaborative Leadership, Acquisition Integration, Leadership, PMO, MS Project, Strategy, Executive Coaching, Management, Succession Planning, Employee Engagement, Organizational..., Business Process..., Strategic Planning

Education
Georgia Institute of Technology   1980 — 1984
BSIM, Industrial Management

Brian Ziemba Brian Ziemba San Antonio, Texas Details
Brian Ziemba's First Union/Wachovia Experience May 1997 - January 2004
Job Congratulate Brian on his promotion!
Industry Financial Services
Experience
Security Service Federal Credit Union  May 2015 - Present
Security Service Federal Credit Union  January 2015 - April 2015
TD Bank  May 2010 - March 2014
Commerce/TD Bank   January 2004 - May 2010
First Union/Wachovia   May 1997 - January 2004
The Chase Manhattan Bank, N.A.   July 1994 - May 1997
The Chase Manhattan Bank, N.A.   October 1993 - July 1994
The Chase Manhattan Bank, N.A.   August 1984 - October 1993

Skills
Underwriting, Business Development, Sales Management, Portfolio Management, Stakeholder Management, Small Business, Financial Risk, Risk Analysis, Cash Management, Management, Finance, Commercial Lending, Credit, Retail Banking, Banking, Commercial Banking, Loans, Credit Analysis, Strategy, Leadership, Leadership Development, Team Leadership

Education
University of Pennsylvania   1980 — 1984
Bachelor of Arts (B.A.)

William Tucker William Tucker Greater Atlanta Area Details
William Tucker's First Union/Wachovia Experience 1990 - 2005
Job Director of Compliance and Operational Risk Management at State Bank and Trust Company
Industry Banking
Experience
State Bank and Trust Company  November 2012 - Present
SunTrust Bank  September 2010 - September 2012
Bank of America  March 2005 - September 2010
First Union/Wachovia   1990 - 2005
Citibank  1987 - 1990
Bank of America (fka NCNB/NationsBank)   1980 - 1987

Skills
Risk Management, Credit Risk, Enterprise Risk..., Internal Controls, Sarbanes-Oxley Act, Operational Risk, Credit, Operational Risk..., Banking, Auditing, Process Improvement, SOX, Internal Audit, Regulatory Compliance

Education
Georgia State University   1989 — 1991
Master of Business Administration (M.B.A.), Finance and Financial Management Services

Indiana University Bloomington   1980 — 1984
BS, Finance/Accounting

Tripp Shannon Tripp Shannon Norfolk, Virginia Area Details
Tripp Shannon's First Union/Wachovia Experience 1986 - 2004
Job COO at Perfect Commerce
Industry Computer Software
Experience
Perfect Commerce  April 2004 - Present
First Union/Wachovia   1986 - 2004

Skills
SaaS, Mergers, E-procurement, Business Process..., Start-ups, Salesforce.com, Professional Services, Financial Analysis, ERP, Cloud Computing, Enterprise Software, Business Analysis, Contract Negotiation, Strategic Planning, Process Improvement, Strategic Partnerships, Business Process, New Business Development, Strategy, Analytics, Business Strategy, Vendor Management, Solution Selling, Program Management, Outsourcing, CRM, Product Management, Cross-functional Team..., Change Management, Project Management, Business Intelligence, Software Project..., Team Building, Business Development, Agile Methodologies, Team Leadership, Management, Management Consulting, Integration, Product Marketing, E-commerce, Lead Generation, Go-to-market Strategy, Demand Generation, BPO, Entrepreneurship, Venture Capital, Leadership, Requirements Analysis, Supply Chain Management

Education
Colgate University   1982 — 1986

Gloucester High School   1979 — 1982

J Chad Jones J Chad Jones Anniston, Alabama Area Details
J Chad Jones's First Union/Wachovia Experience December 1998 - August 2002
Job SVP & Senior Lender at First Bank of Alabama
Industry Banking
Experience
First Bank of Alabama   December 2012 - Present
First National Bank of Talladega   August 2007 - February 2013
Chestatee State Bank   August 2005 - July 2007
National Bank of Gainesville (NBOG)   August 2004 - August 2005
BB&T  August 2002 - August 2004
First Union/Wachovia   December 1998 - August 2002
Troy Bank & Trust   June 1996 - December 1998

Skills
Commercial Lending, Commercial Banking, Banking, Loans, Strategic Planning, Executive Management, Credit Analysis, Team Building, Credit Risk, Small Business Lending, Risk Management, Credit, Finance, Portfolio Management, Relationship Management, Lines Of Credit, Consumer Lending

Education
Louisiana State University   2008 — 2010
Banking, Graduate School of Banking at LSU

GA Banking School   2006 — 2008
Banking, Banking, Corporate, Finance, and Securities Law

Troy State University   1993 — 1998
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services

Troy University   1993 — 1998
Bachelor's of Science, Business, Management, Marketing, and Related Support Services

Michele Nicklaw Michele Nicklaw Pompano Beach, Florida Details
Michele Nicklaw's First Union/Wachovia Experience July 1997 - November 2009
Job Service manager II at Wells Fargo Retail Finance
Industry Banking
Experience
Wells Fargo Bank  November 2009 - Present
First Union/Wachovia   July 1997 - November 2009
First Union  June 1995 - July 1997
First Union  July 1994 - June 1995
First Union  May 1993 - July 1994

Skills
Leadership, Banking, Management, Training, Business Development, Finance, Sales, Human Resources, Cross-functional Team..., Loans, Mortgage Lending, Coaching, Customer Service, Investments, Relationship Management, Retail Banking, Commercial Banking, Credit, Credit Analysis

Education
North Carolina State University
Bachelors, Business Management

Jocelyn Goldblatt Jocelyn Goldblatt Keene, New Hampshire Details
Jocelyn Goldblatt's First Union/Wachovia Experience February 2001 - May 2001
Job Principal Consultant at Monadnock Solutions
Industry Management Consulting
Experience
The Orchard School & Community Center   Principal ConsultantMonadnock SolutionsFebruary 2015 - Present
W.S. Badger Company   January 2014 - February 2015
Strategic Partners, Inc  January 2013 - January 2014
Sage Growth Partners, LLC  September 2012 - December 2012
Edaptive Systems, Inc  November 2010 - September 2011
Acer Design   September 2003 - September 2007
US Foodservice  2002 - 2004
First Union/Wachovia   February 2001 - May 2001
Solectron Technology  September 1998 - February 2001
US Navy  April 1995 - September 1998

Skills
Project Management, Strategic Planning, Budgets, Team Leadership, Team Building, Process Improvement, Social Media, Government, Business Analysis, Product Development, PowerPoint, Vendor Management, Project Portfolio..., Data Analysis, Software Documentation, Analysis, Management, MS Project, Access, Business Process, SharePoint, Program Management, Training, Leadership, Consulting, Marketing Strategy, Public Relations, Research, Strategy, Cross-functional Team..., Change Management, Policy, Event Planning

Education
University of Maryland Baltimore County   2003 — 2012
BA, Political Science; Political Science, 3.53 GPA Cum Laude

Howard Community College   2002 — 2004
AA, Political Science

Michelle Barrineau Michelle Barrineau Raleigh-Durham, North Carolina Area Details
Michelle Barrineau's First Union/Wachovia Experience July 2001 - July 2004
Job Director Marketing, Fillers
Industry Pharmaceuticals
Experience
Merz North America  October 2015 - Present
Merz Aesthetics Inc.  June 2013 - September 2015
Stiefel, a GSK company  August 2010 - May 2013
Stiefel, a GSK company  January 2008 - August 2010
Stiefel, a GSK company  September 2005 - December 2007
Galderma  July 2004 - August 2005
First Union/Wachovia   July 2001 - July 2004
First Union/Wachovia   May 2000 - July 2001
Galderma  April 1998 - May 2000
Galderma  July 1997 - April 1998

Skills
Pharmaceutical Sales, Product Launch, Pharmaceutical Industry, Dermatology, Sales Effectiveness, Market Planning, Key Opinion Leaders, Marketing Management, Segmentation, Managed Care, Sales Operations, Product Marketing, Marketing Strategy, Selling Skills, Marketing, Product Development, Sales Force Development, Leadership, Sales, Sales Management

Education
Florida State University   1985 — 1989
Bachelor of Arts (B.A.), Business/Corporate Communications

Trish Overton Trish Overton United States Details
Trish Overton's First Union/Wachovia Experience 1998 - 2000
Job Vice President of Operations
Industry Financial Services
Experience
Calandra Financial Group   2012 - 2014
Calandra Financial Group   2012 - 2014
Calandra Financial Group   2012 - 2014
Wealth Financial Group  2011 - 2012
Navisis Financial  2009 - September 2011
Genworth Financial Services   2008 - 2009
O'Malley & Associates   2004 - 2008
Baker 500, LLC   2002 - 2004
Financeware, Inc   2000 - 2002
First Union/Wachovia   1998 - 2000

Skills
Investments, Customer Relations, Insurance, Financial Planning, New Business Development, Sales Management, Microsoft Office, Coaching, Strategic Planning, Business Planning, Account Management, Problem Solving, Public Speaking, Customer Service, CRM, Strategic Financial..., Marketing, Sales, Team Building, Leadership, Management

Education
Averett University
BS, Business Administration

Western Wisconsin Technical College
Associates, Marketing

Deidrea Booher Pavlin, SPHR Deidrea Booher Pavlin, SPHR Charlotte, North Carolina Area Details
Deidrea Booher Pavlin, SPHR's First Union/Wachovia Experience May 1998 - March 2003
Job Change Strategist, Executive Coach at Revo Leadership, Inc.
Industry Retail
Experience
Revo Leadership, Inc.   October 2013 - Present
Family Dollar  September 2011 - October 2013
Bank of America  January 2008 - June 2010
EquiFirst Corporation  September 2004 - July 2007
Bank of America  April 2003 - September 2004
First Union/Wachovia   May 1998 - March 2003

Skills
Change Management, Human Capital Strategy, Leadership Development, Performance Management, Talent Management, Talent Acquisition, Six Sigma, Green Belt, Program Implementation, Human Capital, Process Improvement, Human Resources, Coaching, Leadership, Instructional Design, Performance Improvement, Organizational..., Onboarding, Employee Engagement, Organizational Design, Organizational..., Executive Coaching

Education
Emory and Henry College
B.S.

Queens University of Charlotte
M.S. Organizational Development

James Barnhart James Barnhart Charlotte, North Carolina Area Details
James Barnhart's First Union/Wachovia Experience January 1991 - January 2003
Job Sales Management & Marketing
Industry Banking
Experience
SunTrust Bank  October 2009 - Present
Bank of America  January 2003 - October 2009
Wachovia/First Union  January 1996 - January 2003
First Union/Wachovia   January 1991 - January 2003
Triad Consumer Bank   January 1995 - January 1996
First Union  January 1991 - January 1995
Nissan Motor Acceptance Corporation  January 1988 - January 1990
Crestar Bank  January 1986 - January 1988
Sovran Bank  January 1983 - January 1986

Education
James Madison University
Business Administration

James Guptill James Guptill Charlotte, North Carolina Area Details
James Guptill's First Union/Wachovia Experience September 2001 - September 2005
Job Experienced Management Professional
Industry Banking
Experience
Carlisle and Gallagher Consulting Group  July 2011 - March 2015
Wells Fargo Bank  January 2009 - July 2011
Wachovia Bank  March 2007 - 2009
Corporate Investment Banking Technology, Wachovia   1995 - 2009
Wachovia  2005 - 2007
First Union/Wachovia   September 2001 - September 2005

Skills
SDLC, Relationship Management, Business Analysis, Integration, Financial Risk, Banking, Risk Management, Process Improvement, Project Management, Investment Banking, Financial Services, Capital Markets, Requirements Analysis, Software Project..., Visio, Credit, Derivatives, CRM, Coaching, Mergers, Analysis, Management, Mergers & Acquisitions, Business Process...

Education
University of Mississippi   1990 — 1992
BBA

Millsaps College   1987 — 1990

Paul Cracknell, MBA, PMP, Six Sigma Paul Cracknell, MBA, PMP, Six Sigma Charlotte, North Carolina Area Details
Paul Cracknell, MBA, PMP, Six Sigma's First Union/Wachovia Experience 2000 - 2002
Job Senior Business & Technical Consultant at Duke Energy
Industry Management Consulting
Experience
Carolinas Healthcare System  December 2011 - November 2014
First Data/BAMS (Bank of America Merchant Services)   2007 - 2010
G & K Services  2005 - 2006
Navigon Financial Group  2002 - 2005
First Union/Wachovia   2000 - 2002
America West Airlines  1985 - 1999

Skills
Project Planning (PMP..., Account Management, Business Process..., Business Analysis, Strategic Planning, Six Sigma, Customer Service, Visio, Change Management, Inventory Management, Logistics, PowerPoint, Access, Operations Management, Pricing Strategy, Contract Negotiations, Customer Relations, Teamwork, Windows, Yield Management, Leadership, Management

Education
Arizona State University   1998 — 2000
MBA, Business

Arizona State University
Bachelor of Science, Communicatons

Beau Tompkins Beau Tompkins Charlotte, North Carolina Area Details
Beau Tompkins's First Union/Wachovia Experience 2000 - 2003
Job Business Sales Consultant, Wells Fargo Merchant Services
Industry Banking
Experience
Wells Fargo  February 2011 - Present
Wachovia  September 2007 - March 2011
Wells Fargo Home Mortgage  January 2006 - August 2007
Wells Fargo Home Mortgage  October 2004 - January 2006
EquiFirst  2004 - 2004
First Union/Wachovia   2000 - 2003
First Union National Bank  1999 - 2000

Skills
Loans, Account Management, Credit, CRM, Banking, Customer Service, Finance, Financial Services, Management, Mortgage Lending, New Business Development, Underwriting, Sales, Leadership, Training, Selling, Investments, Sales Management, Team Building, Key Account Management, Relationship Management, Commercial Banking, Capital Markets

Education
The Citadel   1990 — 1994
B.S.B.A., Business Administration

Independence HS

Veronique Guy Veronique Guy Charlotte, North Carolina Details
Veronique Guy's First Union/Wachovia Experience January 1999 - January 2005
Job Operations Analyst at Bank of America
Industry Banking
Experience
Bank of America  February 2013 - Present
Bank of America Merrill Lynch  January 2013 - Present
Wells Fargo  January 2011 - January 2012
Wells Fargo Home Mortgage  1999 - 2012
Wachovia Bank NA  January 2005 - January 2011
First Union/Wachovia   January 1999 - January 2005
2nd 337th Combat Support & Combat Service Support Battalion (US Army Reserves)   January 1993 - January 2000
Solectron Technologies Inc   January 1998 - January 1999
Corporate Benefits Services   January 1996 - January 1998

Skills
Credit Analysis, Mortgage Lending, Mortgage Banking, Loans, Credit, Credit Risk, Banking, Commercial Lending, Financial Analysis, Lines Of Credit, Small Business Lending, Financial Risk, Operational Risk, Risk Management, FHA, Bank Secrecy Act, Commercial Banking, Loan Servicing, AML, Private Banking, Home Equity Lines of..., Construction Loans, Operational Risk..., Home Equity Loans, LPS, Loan Origination, USA PATRIOT Act, Portfolio Management, Quality Auditing

Education
University of Phoenix
Business Degree

Brian Henris Brian Henris Charlotte, North Carolina Area Details
Brian Henris's First Union/Wachovia Experience October 1998 - December 2005
Job Parent returning to work
Industry Financial Services
Experience
Parental Leave  December 2005 - Present
First Union/Wachovia   October 1998 - December 2005
Charles Schwab  April 1994 - October 1998
Metropolitan Property And Casualty Insurance Company  June 1991 - April 1994
Continental Insurance  January 1988 - June 1991
U.S, Army   January 1981 - January 1984

Skills
Outlook, Microsoft Word, Customer Service, PowerPoint, Microsoft Excel, Research, Microsoft Office, English, Team Building, Inventory Management, Teamwork, Editing, Sales Management, Teaching, Sales, Data Entry, Management, Windows

Education
Eastern Illinois University   1985 — 1987
Bachelor's degree, Political Science and Government, 3.87/4.0 scale

Shirley Joyner Shirley Joyner Charlotte, North Carolina Area Details
Shirley Joyner's First Union/Wachovia Experience July 1972 - July 2002
Job Sustainable farming
Industry Farming
Experience
Ginger Hill Enterprises   February 2015 - Present
UNC Charlotte  December 2004 - March 2015
First Union/Wachovia   July 1972 - July 2002

Skills
Data Analysis, Business Analysis, SQL, Visio, Access, SDLC, Requirements Gathering, Requirements Analysis, Databases, Software Documentation, Oracle, Microsoft Office, Leadership, Process Improvement, MS Project, Visual Basic

Education
The University of North Carolina at Greensboro   2013 — 2016
Masters Degree, Information Technology

University of North Carolina at Charlotte   2005 — 2012
Graduation 12/12, Business Admin - Mgmt Info Systems

Joy Parrish Joy Parrish Moultrie, Georgia Details
Joy Parrish's First Union/Wachovia Experience June 1982 - June 2002
Job Director of Deposit Operations at HeritageBank of the South
Industry Banking
Experience
HeritageBank of the South  January 2011 - Present
HeritageBank of the South  January 2011 - Present
Ameris Bank  July 2002 - January 2011
First Union/Wachovia   June 1982 - June 2002

Skills
PowerPoint, Training, Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, Leadership, English, Process Improvement, Windows, Outlook, Interviews, Mergers & Acquisitions, Project Management

Education
Asheville-Buncombe Technical Community College   1981 — 1982
None, Accounting and Business/Management

A.C.. Reynolds HIgh School   1976 — 1980
High School Diploma, Business Administration, Management and Operations

Doug Dayberry Doug Dayberry Jacksonville, Florida Area Details
Doug Dayberry's First Union/Wachovia Experience April 2001 - February 2002
Job Regional Learning and Development Manager, SVP Florida Community Banking at Wells Fargo Company
Industry Financial Services
Experience
Wells Fargo  August 2009 - Present
Wachovia Bank  July 2006 - August 2009
Wachovia, A Wells Fargo Company  February 2002 - June 2006
First Union/Wachovia   April 2001 - February 2002
First Union/Wachovia   January 2001 - April 2001
First Union/Wachovia   August 2000 - January 2001
Target  August 1999 - July 2000
Leggett Stores a division of Belk   September 1997 - August 1999
Leggett Stores   October 1988 - September 1997
Leggett Stores   August 1981 - September 1988

Skills
Retail, Retail Management, Retail Buying, Merchandising, Retail Banking, Training &..., Training Delivery, Teaching, Learning Management, Curriculum Management, Project Planning, Project Implementation, Project Coordination, Project Execution, Performance Improvement, Performance Measurement, Consultancy, Highly Adaptable, Customer Relations, Employee Relations, Employment Law, Sales Management, Sales Support, Mentoring, Banking, Mergers, Executive Management, Customer Experience, Performance Consulting, Leadership Development, Project Management, Mergers & Acquisitions, Process Improvement, Team Leadership, Onboarding, Customer Service, Human Resources, Training, Sales Operations, Curriculum Design, Loans, Leadership, Performance Management, Credit, Staff Development, Coaching, Personnel Management, Succession Planning, Finance, Employee Training

Education
Old Dominion University   1975 — 1979
Bachelor of Science, Education, Marketing

Old Dominion University   1975 — 1979
Bachelor's degree, Education

Fanny Cohen Younger Fanny Cohen Younger Sarasota, Florida Area Details
Fanny Cohen Younger's First Union/Wachovia Experience 1999 - 2009
Job Independent Management Consulting Professional
Industry Management Consulting
Experience
First Union/Wachovia   1999 - 2009
Wachovia  2004 - 2006
Wachovia  2001 - 2004
First Union  1997 - 2001
First Union  January 1985 - October 1997

Skills
Program Management, Retail Banking, Banking, Risk Management, Deposits, Strategy, Process Improvement, Business Development, Leadership, Sales, Portfolio Management, Credit, Mergers & Acquisitions, Executive Management, Business Planning, Financial Services, Marketing, Change Management, Business Process..., Team Building, Business Strategy, Strategic Planning, Management, Coaching, Management Consulting, CRM, Leadership Development, New Business Development

Education
Fordham University   1974 — 1978
BA, Political Science

Bay Shore High School   1970 — 1974

Sheila Jeffrey Sheila Jeffrey Marshville, North Carolina Details
Sheila Jeffrey's First Union/Wachovia Experience June 1980 - November 2006
Job SVP Senior Information Architect at Bank of America
Industry Banking
Experience
Bank of America  March 2013 - Present
Bank of America  August 2009 - March 2013
Participation in Industry Events since 2000   2000 - 2013
Bank of America  November 2006 - July 2009
First Union/Wachovia   June 1980 - November 2006

Skills
Data Architecture, Data Modeling, Enterprise Architecture, Data Governance, Strategy, Data Warehousing, SDLC, Business Intelligence, Data Integration, Requirements Analysis, SOA, Information Management, Governance, Data Quality, Enterprise Software, Information Architecture

Education
Bristol University   1970 — 1973
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies

Jeffrey Davies, CFA Jeffrey Davies, CFA Houston, Texas Details
Jeffrey Davies, CFA's First Union/Wachovia Experience 1997 - 2006
Job Managing Director at TPH Asset Management
Industry Investment Management
Experience
TPH Asset Management   June 2012 - Present
Waterstone Capital Management  2007 - 2011
First Union/Wachovia   1997 - 2006

Skills
Equities, Credit Analysis, Credit, Credit Derivatives, Energy, Capital Structure, Options, Portfolio Management, Securities

Education
UNC Charlotte   1998 — 2001
Master of Business Administration (MBA), Finance, General

Binghamton University
Bachelor of Arts (BA), Economics

Lenny Lye Lenny Lye Greater New York City Area Details
Lenny Lye's First Union/Wachovia Experience July 1997 - January 1999
Job Financial Specialist at Wachovia Bank
Industry Banking
Experience
Wachovia Bank  January 1999 - Present
First Union/Wachovia   July 1997 - January 1999

Education
Southern Connecticut State University   1991 — 1998
Business, Management

Eric Belongia Eric Belongia Charlotte, North Carolina Area Details
Eric Belongia's First Union/Wachovia Experience May 1992 - August 2005
Job Director of Business Systems Production Support
Industry Information Technology and Services
Experience
Wells Fargo Bank  May 2011 - Present
Dystopia Games, LLC   June 2012 - Present
Wells Fargo  September 2005 - June 2011
First Union/Wachovia   May 1992 - August 2005

Skills
Process Improvement, Business Analysis, Vendor Management, Integration, Risk Management, Operations Management, Business Process..., Management, Business Process, Oracle, Leadership, Strategic Planning, Oracle E-Business Suite, Procurement, SDLC, Solution Architecture, Forecasting, PMP, ERP, Business Strategy, Team Building, Business Development, Strategy, Business Intelligence, Cross-functional Team..., Program Management, Financial Analysis, Team Management, Project Portfolio..., IT Strategy, Change Management, Finance, Banking, Outsourcing, CRM, Analysis, Management Consulting, PMO, Financial Services, Mergers & Acquisitions, Requirements Analysis, Executive Management, Software Project..., Testing, Visio, Consulting, Governance, Requirements Gathering, Project Management, Enterprise Architecture

Education
University of North Carolina at Chapel Hill
Economics

Andrew C. Bailey, REM Andrew C. Bailey, REM Birmingham, Alabama Area Details
Andrew C. Bailey, REM's First Union/Wachovia Experience 1992 - 2000
Job ECA Risk Management President
Industry Management Consulting
Experience
ECA Risk Management   2009 - Present
Samford University  2014 - Present
Regions Financial Corporation  2003 - 2009
Environmental Risk Innovations   2000 - 2003
First Union/Wachovia   1992 - 2000
Hygienetics (now ESIS)   1989 - 1992
Environmental Management Consultants  1987 - 1989
Alexandria Metal Finishers, Inc.   1986 - 1987

Skills
Risk Management, Compliance, Expert Witness, Risk Assessment, Financial Risk, Policy, Negotiation, Internal Audit, Management, Training, Underwriting, Due Diligence, Commercial Lending, Loans, Credit, Credit Analysis, Asset Managment, Portfolio Management, Banking, Environmental Awareness, Remediation, Commercial Banking, Finance, Asset Management, Analysis, Financial Services, Process Improvement, Program Management, Asset Based Lending, Insurance, Executive Management, Mergers & Acquisitions, Strategic Planning, Budgets, Small Business Lending, CRM, Start-ups, Financial Analysis, Credit Risk, Funding, Real Estate, Leadership, Contract Negotiation

Education
Randolph-Macon College   1982 — 1986
B.S.

Paramus Catholic High School

Dennis Hooks Dennis Hooks Washington D.C. Metro Area Details
Dennis Hooks's First Union/Wachovia Experience 1986 - 1992
Job President: Compendium Finance
Industry Financial Services
Experience
Compendium Finance   July 2013 - Present
Equifax  October 2012 - July 2013
IXI Services, a division of Equifax  July 2011 - October 2012
IXI Services, a division of Equifax  July 2006 - June 2011
Anybill Financial Services  May 2002 - June 2006
Ameritrade  2001 - 2002
Financial Passport Inc. (acquired by Ameritrade)   1999 - 2001
First American National Bank (now Regions Bank)   December 1992 - December 1994
First Tennessee Bank  June 1987 - November 1992
First Union/Wachovia   1986 - 1992

Skills
B2B Marketing, Strategic Partnerships, Management, Negotiation, Lead Generation, Analytics, Direct Marketing, SaaS, Customer Engagement, Start-ups, Customer Acquisition, Marketing Strategy, Strategic Planning, New Business Development, Professional Services, Mobile Technology, Knowledge Management, Process Improvement, International Business..., Demand Generation, Direct Mail, Market Research, Executive Management, Enterprise Software, Marketing, Sales, P&L Management, Business Strategy, Leadership, Banking, Sales Process, Strategy, Financial Services, CRM, Integrated Marketing, Segmentation

Education
Wake Forest University School of Business   1979 — 1981
MBA, Finance and Marketing

Appalachian State University
Bachelor of Science (BS), Marketing/Marketing Management, General

Asa Adler Asa Adler Greater Atlanta Area Details
Asa Adler's First Union/Wachovia Experience October 1995 - June 2000
Job SVP Sales and Service at Match.com
Industry Consumer Services
Experience
Match.com  July 2006 - Present
IndyMac Bank/Financial Freedom Senior Funding   April 2003 - July 2006
E*TRADE Financial  June 2000 - November 2002
First Union/Wachovia   October 1995 - June 2000
The Chase Manhattan Bank  August 1991 - October 1995

Education
Brandeis University   1980 — 1983
BA, History

Joseph Szadvari III Joseph Szadvari III Washington D.C. Metro Area Details
Joseph Szadvari III's First Union/Wachovia Experience March 2000 - July 2002
Job Private Banker
Industry Banking
Experience
PNC  January 2012 - Present
Wachovia/Wells Fargo  September 2007 - January 2012
BB&T  July 2006 - September 2007
Premier Mortgage Capital  September 2005 - July 2006
Southbanc Mortgage  February 2004 - September 2005
The Middleburg Bank   July 2002 - January 2004
First Union/Wachovia   March 2000 - July 2002

Education
The Ohio State University   1990 — 1996

Vibha Patel Vibha Patel Greater Los Angeles Area Details
Vibha Patel's First Union/Wachovia Experience January 1997 - January 2001
Job Product Management and Marketing Professional
Industry Financial Services
Experience
Bank Of America, Insurance Services  February 2001 - June 2013
First Union/Wachovia   January 1997 - January 2001
Discover Card  October 1991 - December 1996

Skills
Product Management, Direct Marketing, Launch Of New Products, Vendor Management, Multi-channel Marketing, Business Relationship..., Strategic Partnerships, Product Launch, Portfolio Management, Management, Financial Services, Customer Retention, Account Management, P&L Management, Customer Acquisition, Sales Management, Call Centers, Customer Experience, Risk Management, Sales, Marketing, Credit Cards, Insurance, Relationship Management, Banking, Analysis, Executive Management, Analytics, CRM, Product Development, Credit, Program Management, Underwriting

Education
Northern Illinois University - College of Business   1987 — 1991
Bacholor of Science, Finance

Roosevelt University   1996 — 1997

Phil Robey Phil Robey Charlotte, North Carolina Area Details
Phil Robey's First Union/Wachovia Experience May 1996 - October 2004
Job Senior Mortgage Underwriter @ Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage  March 2008 - Present
Decision One Mortgage/HSBC Group   October 2004 - December 2007
First Union/Wachovia   May 1996 - October 2004
Norwest Financial  May 1988 - May 1996

Skills
Underwriting, Mortgage Lending, Loans, Mortgage Underwriting, Portfolio Management, Financial Risk, Real Estate, Banking, Credit, Due Diligence, Financial Services, Mortgage Banking, Credit Analysis, Residential Mortgages

Education
University of North Carolina at Chapel Hill   1985 — 1988
BS, Business Administration

Clinton R. Daly Clinton R. Daly Baltimore, Maryland Area Details
Clinton R. Daly's First Union/Wachovia Experience 1999 - 2005
Job Head of Business Development at Brown Advisory | Thoughtful Investing.
Industry Investment Management
Experience
Brown Advisory  October 2005 - Present
First Union/Wachovia   1999 - 2005
Deutsche Bank  1998 - 1999
Alex. Brown & Sons   1980 - 1998

Education
The Johns Hopkins University   1975 — 1979

Calvert, Gilman

Calvert, Gilman

Calvert, Gilman

Calvert, Gilman

Kenyon, Bob Kenyon, Bob Charlotte, North Carolina Area Details
Kenyon, Bob's First Union/Wachovia Experience September 1985 - October 1998
Job Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  January 2014 - Present
Wells Fargo Bank  September 2009 - December 2013
Wachovia  October 1998 - December 2008
First Union/Wachovia   September 1985 - October 1998

Skills
Credit, Loans

Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (B.B.A.), Accounting

University of Wisconsin-Madison

Cathyann Frank Cathyann Frank Greater New York City Area Details
Cathyann Frank's First Union/Wachovia Experience May 1995 - December 2001
Job VP, Member Experience and Operations at McGraw Hill Federal Credit Union
Industry Financial Services
Experience
McGraw Hill Federal Credit Union  2013 - Present
njawbo  1997 - 2014
Cathyann Frank, Consultant   2012 - 2013
McGraw Hill Federal Credit Union  April 2009 - September 2012
Central Jersey Bank   August 2007 - May 2008
TD Banknorth  2005 - 2007
Hudson United Bank  2001 - 2005
First Union/wachovia   May 1995 - December 2001
First Fidelity Bank  1995 - 2000

Skills
Small Business Lending, Mortgage Lending, Strategic Planning, Commercial Banking, Retail Banking, Consumer Lending, Sales Management, Customer Service, Motivational Speaking, Performance Management, Achieving Results, Creative thinking &..., Retail, Team Building, Business Development, Management, Process Improvement, Banking, Relationship Management, Credit, Financial Services, Loans, Leadership, Coaching, Strategic Partnerships, Sales, Mergers & Acquisitions, Finance, Budgets, Investments, Marketing, Credit Analysis, Risk Management, Call Centers, Analytics, Executive Management, Commercial Lending, Loan Origination, Credit Cards, CRM, Cash Management, Customer Experience, Small Business, Project Planning, Analysis, Portfolio Management

Education
George Mason University   1972 — 1975
Bachelor's degree, Political Science and Government

St Mary's Academy

Alex J. Alexander Alex J. Alexander Baltimore, Maryland Area Details
Alex J. Alexander's First Union/Wachovia Experience May 2001 - March 2004
Job Risk Manager/Associate Testing and Validation at Morgan Stanley
Industry Banking
Experience
Morgan Stanley  September 2013 - Present
Morgan Stanley  March 2010 - September 2013
MECU of Baltimore, Inc  January 2007 - December 2007
Aberdeen Proving Ground Federal Credit Union  May 2006 - January 2007
Tower Federal Credit Union  March 2004 - May 2006
First Union/Wachovia   May 2001 - March 2004

Skills
Banking, Management, Project Management, Risk Management, Procedure Development, Procedure Manuals, Customer Service, Account Management, Metrics Reporting, Change Management, Process Improvement, Public Speaking, Local Government, Team Building, Team Management, Coaching, Professional Mentoring, Credit, Microsoft Office

Education
University of Maryland Baltimore
Bachelor of Arts (B.A.), Government and Public Policy

David Murski David Murski Charlotte, North Carolina Area Details
David Murski's First Union/Wachovia Experience January 1995 - March 2003
Job Client Services Rep 3 at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors  2009 - Present
Wachovia (Predecessor of Wells Fargo Advisors)   March 2003 - January 2007
First Union/Wachovia   January 1995 - March 2003
First Union/Wachovia   1993 - January 1995

Skills
Mortgage Lending, Banking, Leadership, Loans, Training, Sales, Retail, Process Improvement, Coaching, Risk Management, Analysis, Finance, Business Analysis, Financial Analysis

Education
University of Houston
BBA, Bus Adm/Marketing

Kathy Hockensmith Kathy Hockensmith Punta Gorda, Florida Area Details
Kathy Hockensmith's First Union/Wachovia Experience June 1994 - December 2003
Job Teller at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company  March 2009 - Present
Wachovia Bank  March 2005 - October 2008
Wachovia  January 2004 - December 2004
First Union/Wachovia   June 1994 - December 2003
First Union  April 1991 - June 1994
First Merit  1975 - 1991

Education
The University of Akron   1975 — 1978
Business

Stephanie Picard Stephanie Picard Raleigh-Durham, North Carolina Area Details
Stephanie Picard's First Union/Wachovia Experience 2001 - 2003
Job Financial Services Professional
Industry Financial Services
Experience
Environmental Holdings Group   August 2011 - Present
Cherokee Investment   January 2011 - May 2011
Summit Mortgage Inc.   2006 - 2007
Harris Teeter  1996 - 2007
First Union/Wachovia   2001 - 2003

Skills
Accounts Payable, Construction, Payroll, Microsoft Excel, Microsoft Word, Budgets, Accounting

Education
East Carolina University   2013 — 2020

Wake Tech   2009 — 2011
A.A.S., Accounting

Campbell University

East Carolina University
Business

Thomas Schiedel Thomas Schiedel Washington D.C. Metro Area Details
Thomas Schiedel's First Union/Wachovia Experience 1994 - 2000
Job SVP Regional Private Banking Manager at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank  2011 - Present
Citibank  2006 - 2008
Wachovia  2001 - 2006
First Union/Wachovia   1994 - 2000

Skills
Portfolio Management, Credit, Wealth Management, Investments, Banking, Commercial Banking, Equities, Underwriting, Loans

Education
University of Maryland College Park   1977 — 1981
BA, Economics, Accounting and Finance

Crowell Little Crowell Little Raleigh-Durham, North Carolina Area Details
Crowell Little's First Union/Wachovia Experience August 1972 - December 2006
Job SVPSBA Risk Manager at Square 1 Bank
Industry Banking
Experience
Square 1 Bank  July 2012 - Present
RBC Royal Bank  January 2007 - June 2012
First Union/Wachovia   August 1972 - December 2006

Education
UNC Chapel Hill   1968 — 1972
Bachelor of Science (BS), Business Administration and Management, General

Woodberry Forest

Susan Valenti Susan Valenti Charlotte, North Carolina Area Details
Susan Valenti's First Union/Wachovia Experience January 1998 - January 2002
Job Vice President at Wells Fargo
Industry Banking
Experience
Wachovia/Wells Fargo  January 2002 - Present
First Union/Wachovia   January 1998 - January 2002
Wachovia  December 1993 - December 1998
First Union  January 1993 - January 1998
First Union  January 1990 - July 1993
First Union  July 1987 - December 1990
Irving Trust Company  January 1984 - January 1987

Skills
Banking, Risk Management, Financial Risk, Analysis, Finance, Credit

Education
Seton Hall University   1985 — 1986

Wake Forest University   1980 — 1984
B.S., Business

Wake Forest University   1980 — 1984
Bachelor of Science, Business

Wake Forest University

Eileen Holston-Culpepper Eileen Holston-Culpepper Jacksonville, Florida Area Details
Eileen Holston-Culpepper's First Union/Wachovia Experience March 1999 - July 2005
Job Consumer Lending Manager at Community First Credit Union
Industry Banking
Experience
Community First Credit Union  June 2014 - Present
Community First Credit Union  September 2005 - June 2014
Community First Credit Union of Florida  September 2005 - June 2014
First Union/Wachovia Bank  March 1999 - July 2005
First Union/Wachovia   March 1999 - July 2005

Skills
Consumer Lending, Loans, Banking, Retail Banking, Credit, Mortgage Lending, Small Business Lending, Credit Analysis, Commercial Banking, Commercial Lending, Cross Selling, Loan Origination, Branch Banking, Customer Service, Refinance, Finance, Branch Management, Mortgage Banking, Risk Management

Education
Florida State University   1995 — 1999
Bachelor of Science, Psychology and Communications

Scott Whitefleet Scott Whitefleet Greater Philadelphia Area Details
Scott Whitefleet's First Union/Wachovia Experience 1982 - 2005
Job SVP Sales & Service Development Manager at Citizens Bank
Industry Financial Services
Experience
Citizens Bank  March 2013 - Present
Citizens Bank  January 2011 - Present
Citizens Bank, Consumer & Business Banking   2005 - Present
Wachovia  May 1985 - March 2005
First Union/Wachovia   1982 - 2005
Wachovia  1982 - 2004

Skills
Marketing, Sales Management, Sales, Sales Operations, Project Management, Leadership, Small Business Lending, Marketing Strategy, Team Building, Retail, Event Planning, Customer Retention, New Business Development, Internal Communications, Writing, Employee Training and...

Education
Hope College   1977 — 1981
BA, Marketing, Business

John DeCarolis John DeCarolis Charlotte, North Carolina Area Details
John DeCarolis's First Union/Wachovia Experience August 2002 - August 2006
Job Finance Business SupportEnterprise Technology & Delivery Finance at Bank of America
Industry Banking
Experience
Bank of America  April 2011 - Present
Wachovia, A Wells Fargo Company  September 2009 - December 2010
Wachovia, A Wells Fargo Company  August 2008 - August 2009
Wachovia  June 2006 - August 2008
First Union/Wachovia   August 2002 - August 2006
First Union  April 1998 - August 2002
Signet Bank  April 1996 - April 1998
US Navy  May 1983 - January 1996

Skills
Analysis, Metrics, Research, Project Planning, Financial Modeling, Financial Analysis, Project Management, Finance, Program Management, Contract Management, Strategic Planning, Change Management, Process Improvement, Budgets, Variance Analysis, Business Process..., Forecasting, Financial Reporting, Software Documentation, Management, Due Diligence, Leadership, Mergers & Acquisitions, Training, Banking, Managerial Finance, PMO, Auditing, Strategic Financial..., Business Analysis, Risk Management, SAP, Accounting, Human Resources, Access

Education
Virginia Commonwealth University - School of Business
MBA, accounting, finance, and decision science/management

University of North Texas
BBA, marketing, economics, and management.

Sonja Wells Sonja Wells Baltimore, Maryland Area Details
Sonja Wells's First Union/Wachovia Experience May 1999 - May 2002
Job Vice President & Senior Relationship Manager at M&T Bank
Industry Banking
Experience
M&T Bank  June 2002 - Present
M&T Bank  2002 - Present
First Union/Wachovia   May 1999 - May 2002
The Taubman Company  January 1997 - January 1999
The Rouse Company  May 1988 - October 1996

Skills
Credit, Loans, Banking, Portfolio Management, Finance, Treasury Management, Commercial Lending, Small Business Lending, Commercial Banking, Loan Origination, Credit Analysis

Education
Boise State University
BA, Sociology & Criminal Justice

Immaculata College Preparatory School

David Bagley David Bagley Charlotte, North Carolina Area Details
David Bagley's First Union/Wachovia Experience 1994 - 1997
Job Owner at David Bagley, CPA
Industry Financial Services
Experience
David Bagley CPA PA   January 2000 - Present
Vinson Enterprises   1999 - 2005
Keffer Management Company   1997 - 1999
First Union/Wachovia   1994 - 1997
Cherry Bekeart & Holland   1987 - 1994

Skills
Accounting, Financial Analysis, Auditing, Tax, Financial Reporting, CPA, Tax Preparation, Income Tax, Corporate Tax, Small Business, Tax Accounting, Strategic Financial..., Financial Accounting, GAAP, QuickBooks, General Ledger, Partnership Taxation, Due Diligence, Business Valuation, Mergers & Acquisitions, Financial Planning

Education
University of South Carolina - Darla Moore School of Business   1978 — 1982
Bachelorof Science, Accounting

Paul Westervelt Paul Westervelt Charlotte, North Carolina Area Details
Paul Westervelt's First Union/Wachovia Experience 1998 - 2000
Job Support Escalation Engineer at Microsoft Corporation
Industry Information Technology and Services
Experience
Microsoft Corporation  November 2010 - Present
CEDALION Corporation   February 2006 - March 2010
American Valley Aviation   July 2005 - February 2006
First Union/Wachovia   1998 - 2000

Skills
Cloud Computing, Data Center, Windows Server, Enterprise Software, DHCP, Microsoft Technologies, TCP/IP, VMware, Servers, SharePoint, VoIP, Active Directory, Cisco Technologies, Virtualization, Linux, Disaster Recovery, Storage Area Networks, Firewalls, Network Security, Storage, Networking

Education
University of North Carolina at Charlotte   1985 — 1989
Bachelor of Science, Mechanical Engineering

Sonja Calabrese Sonja Calabrese Greater New York City Area Details
Sonja Calabrese's First Union/Wachovia Experience February 2001 - December 2004
Job Build a brighter future at Covanta
Industry Consumer Goods
Experience
Covanta  March 2013 - Present
My Mom is Charming, LLC   October 2007 - Present
Covanta Energy  May 2005 - October 2007
Various short term contracts   December 2004 - April 2005
First Union/Wachovia   February 2001 - December 2004
Destia Communications / Viatel, Inc.   July 1998 - September 2000

Skills
Talent Acquisition, Talent Management, Employee Relations, Applicant Tracking..., Performance Management, Benefits Administration, Onboarding, Recruiting, Human Resources, Sourcing, Hiring, Strategic Planning

Education
Rutgers, The State University of New Jersey-New Brunswick   1995 — 1997
Human Resources Management and Services

James Madison University
Bachelor’s Degree, German Studies

The Philipp University of Marburg
German Language and Literature

T. Patrick Bailey T. Patrick Bailey Charlotte, North Carolina Area Details
T. Patrick Bailey's First Union/Wachovia Experience 1999 - 2009
Job Global Payroll Analyst, Wells Fargo Bank
Industry Banking
Experience
Wells Fargo  October 2009 - Present
Hewitt Associates  March 2006 - October 2009
First Union/Wachovia   1999 - 2009

Skills
Payroll, Compensation, Customer Service, Analysis, Human Resources, PeopleSoft, HRIS, Employee Benefits, Process Improvement, Benefits Administration, Deferred Compensation, Employee Relations, Performance Management, Management, Recruiting

Education
Mountain State University   1977 — 1979
Associate, Business Administration

Marshall University
Fine Arts

Kelly (Matthews) Cunningham, PHR, SHRM-CP Kelly (Matthews) Cunningham, PHR, SHRM-CP Raleigh-Durham, North Carolina Area Details
Kelly (Matthews) Cunningham, PHR, SHRM-CP's First Union/Wachovia Experience October 1996 - December 2003
Job HR Manager at LC Industries
Industry Retail
Experience
LC Industries  2005 - Present
Todays Staffing  February 2005 - May 2005
First Union/Wachovia   October 1996 - December 2003

Skills
Employee Relations, Recruiting, Temporary Placement, Human Resources, Applicant Tracking..., Team Building

Education
State University of New York at Delhi   1993 — 1995
AAS

Alita Logan Thomas Alita Logan Thomas Greater Philadelphia Area Details
Alita Logan Thomas's First Union/Wachovia Experience 1992 - 1994
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo (formerly Wachovia)   October 2008 - Present
Wachovia Bank, NA  February 2001 - October 2008
Frst Union Bank, NA   January 1998 - February 2001
First Union/Wachovia   1992 - 1994

Skills
Retirement Planning, Investments, Mutual Funds, Securities, Series 7, Fixed Annuities, Strategic Financial..., Retirement, Equities, Financial Analysis, Insurance, Estate Planning, Wealth Management, Long-term Care, Series 63, Bloomberg, Fixed Income, Asset Allocation, Risk Management, Investment Advisory

Education
AIB (American Institute of Banking   1981 — 1984

Wharton School, University of Pennsylvania   1975 — 1980

Donna Powles Donna Powles Newburgh, New York Details
Donna Powles's First Union/Wachovia Experience January 1994 - January 1998
Job Accounts Payable/Purchasing at Chester UFSD
Industry Medical Practice
Experience
Chester UFSD   April 2012 - Present
Health Assets Management   August 2008 - October 2010
TD Banknorth  January 2000 - January 2007
First Union/Wachovia Bank  January 1998 - January 1999
First Union/Wachovia   January 1994 - January 1998

Skills
Healthcare Management, Healthcare, Sales, CRM, Insurance, Policy, Management, Employee Benefits, Start-ups, Finance, Customer Service, Data Entry, Accounting, Interviews, Process Improvement

Education
Saint John's University
Bachelor of Science, Health Care Administration

Carmen McCorkle Carmen McCorkle Charlotte, North Carolina Area Details
Carmen McCorkle's First Union/Wachovia Experience December 2003 - March 2006
Job Project Manager at Bank of America
Industry Banking
Experience
Wells Fargo Securities  November 2014 - Present
Bank of America  March 2013 - October 2014
Bank of America  March 2007 - December 2012
First Union/Wachovia   December 2003 - March 2006
First Union/Wachovia   June 2001 - December 2003

Skills
AML, OFAC, Risk Management, KYC, Bank Secrecy Act, Operational Risk, USA PATRIOT Act, Operational Risk..., Financial Risk, Fraud, Securities, Banking, Financial Regulation, Anti Money Laundering, Basel II, Insurance, Finance, Process Improvement, Microsoft Office, Financial Services, Project Management, Relationship Management

Education
University of North Carolina at Charlotte   1996 — 2001

Steve Greger Steve Greger Jacksonville, Florida Area Details
Steve Greger's First Union/Wachovia Experience January 1998 - May 2008
Job Risk Management Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank  February 1990 - Present
First Union/Wachovia   January 1998 - May 2008

Education
Fox Valley Technical College   1981 — 1983
AA, Natural Resource Management

University of Phoenix
BA, Business Information Systems

Robert Braswell Robert Braswell Hendersonville, North Carolina Details
Robert Braswell's First Union/Wachovia Experience October 1984 - August 2011
Job retired
Industry Banking
Experience
Old Town Bank   November 2014 - February 2015
First National Bank/Bank of the Ozarks   January 2013 - June 2014
First National Bank  March 2012 - January 2013
Wachovia/Wells Fargo in   August 2011 - November 2012
First Union/Wachovia   October 1984 - August 2011
Hickory Public Schools  December 1999 - December 2007
First Union National Bank  June 1989 - October 1994
First Union National Bank of North Carolina in Asheville   March 1988 - June 1989
Southern Bank and Trust Company  May 1985 - March 1988

Skills
Loans, Credit, Commercial Lending, Sales, Banking, Portfolio Management, Training, Commercial Banking, Consumer Lending, Credit Risk, Financial Analysis, Credit Analysis, Small Business Lending, Commercial Real Estate, Underwriting

Education
The University of Georgia   1982 — 1984
Master of Business Administration, Finance

Appalachian State University   1978 — 1982
Bachelor of Science, Business Administration - Finance & Management

Josh Hoskins Josh Hoskins Portland, Michigan Details
Josh Hoskins's First Union/Wachovia Experience August 2001 - May 2002
Job Promotional Agent at State of Michigan/Commission for the Blind
Industry Marketing and Advertising
Experience
Bureau of Services for the Blind Persons   April 2010 - Present
State of Michigan  July 2009 - April 2010
Portland Federal Credit Union  December 2003 - July 2009
Elk River Country Club   May 2002 - October 2003
First Union/Wachovia   August 2001 - May 2002

Skills
Customer Service, Microsoft Office

Education
Central Michigan University
Master, Science Administration with International Marketing

Davenport University
Bachelors’ Degree, Business Administration; Marketing/Advertising and Promotions Specialty

Appalachian State University
Secondary Education

Coastal Carolina University
Business Management

Sandhills Community College
Secondary Education

Carol Ann Coppola Carol Ann Coppola Purchase, New York Details
Carol Ann Coppola's First Union/Wachovia Experience January 1995 - May 1997
Job Executive Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney  February 1998 - Present
Morgan Stanley Wealth Management  February 1998 - Present
First Union/Wachovia   January 1995 - May 1997

Skills
Financial Advisory, Mutual Funds, Investment Strategies, Series 63, IRAs, Asset Allocation, Fixed Income, Hedge Funds, Series 24, Risk Management, Investment Advisory, Bonds, IT Strategy, ETFs, Capital Markets, Series 7, Wealth Management..., 401k, Trading Systems, Alternative Investments

Education
John Jay College of Criminal Justice
AA, Liberal Arts

Rachel Maxfield Cornelius Rachel Maxfield Cornelius Lakeland, Florida Area Details
Rachel Maxfield Cornelius's First Union/Wachovia Experience March 2001 - June 2011
Job Accountant Associate at Lockheed Martin
Industry Financial Services
Experience
Lockheed Martin  November 2014 - Present
Florida Traditions Bank  October 2011 - October 2014
Wells Fargo  June 2011 - October 2011
First Union/Wachovia   March 2001 - June 2011

Skills
Banking, Credit, Commercial Banking, Credit Analysis, Financial Analysis

Education
Florida Southern College

Adam Herring Adam Herring Fayetteville, North Carolina Details
Adam Herring's First Union/Wachovia Experience May 1998 - October 2000
Job District Manager at Nationwide Insurance
Industry Insurance
Experience
Nationwide Insurance  October 2011 - Present
Nationwide Insurance  April 2002 - Present
Nationwide Insurance  October 2000 - Present
Nationwide Insurance  October 2011 - 2012
First Union/Wachovia   May 1998 - October 2000

Skills
Operations Management, Project Management, Human Resources, Change Management, Leadership, Financial Analysis, Financial Accounting, Risk Management, Operational Risk..., Logistics Management, Facilities Management, Hiring Practices, Employee Engagement, Customer Service, Talent Acquisition, Health Insurance, Insurance, Compliance, Computers, Medicare, Healthcare Management, Performance Improvement

Education
Fayetteville State University   1995 — 1998
Master's degree, Counseling Psychology

Fayetteville State University   1987 — 1992
Bachelor of Arts (B.A.), Political Science

Shaun Thomas, MBA Shaun Thomas, MBA Charlotte, North Carolina Details
Shaun Thomas, MBA's First Union/Wachovia Experience July 2000 - September 2002
Job VP, Marketing Program Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  November 2013 - Present
Wells Fargo  May 2010 - November 2013
Habitat For Humanity of Charlotte  August 2009 - May 2010
Wachovia (Evergreen Investments)   January 2008 - July 2009
Wachovia (Central Banking)   March 2007 - December 2007
Wachovia Wealth Management Division   September 2002 - March 2007
First Union/Wachovia   July 2000 - September 2002

Skills
Microsoft Excel, Microsoft Word, English, Analytics, Relationship Management, Portfolio Management, Direct Mail Campaigns, Target Marketing, Asset Allocation..., Microsoft Power Point, Microsoft Outlook, Project Management, MicroStrategy, Cross Sell, Mutual Funds, Separately Managed..., Alternative Investments, Mortgage Servicing, Mortgage Banking, Brokerage, Commercial Banking, Investment Banking, Wealth Management, Private Banking, Affluent

Education
DeVry University's Keller Graduate School of Management-Georgia   2003 — 2006
Master of Business Administration (MBA), Accounting and Financial Management

North Carolina Central Univerity School of Business   1998 — 2002
Bachelor of Science (BS), Finance

Laura Lawler Laura Lawler West Palm Beach, Florida Details
Laura Lawler's First Union/Wachovia Experience February 1998 - August 2004
Job eBusiness Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  September 2010 - Present
Wachovia/Wells Fargo  June 2009 - September 2010
Wachovia  August 2004 - June 2009
First Union/Wachovia   February 1998 - August 2004

Education
The George Washington University   2008 — 2009
Masters Certificate, Project Management

University of North Carolina at Charlotte   2001 — 2004
Master of Science (MS), Information Technology

Indiana University of Pennsylvania   1993 — 1997
Bachelor of Science (BS), Computer Science

Jennifer Vilchez Jennifer Vilchez Fort Lauderdale, Florida Details
Jennifer Vilchez's First Union/Wachovia Experience March 1996 - February 2003
Job Emergency Management Coordinator at City of Coral Springs
Industry Public Safety
Experience
City of Coral Springs  September 2013 - Present
URS Corporation  February 2011 - July 2013
Broward College  January 2009 - February 2011
J.B. Vilchez and Associates   February 2003 - December 2009
University of South Florida  March 2007 - September 2008
First Union/Wachovia   March 1996 - February 2003

Skills
Emergency Management, Business Continuity..., Continuity of Operations, Continuity of Government, Administration, Vulnerability Assessment, Training, Staff Development, Security, Risk Assessment, Research, Report Writing, Quality Assurance, Public Safety, Preparedness, NIMS, Marketing, Incident Command, Homeland Security, Hazardous Materials, Grants, First Responder, Exercises, Emergency Services, Emergency Planning, Crisis Management, Contingency Planning, Budgets

Education
Miami Dade College   1992 — 1995
Associate of Arts (A.A.), Education

J.P. Taravella High School

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