First Union/Wachovia Bank
Industry: Financial services company
DescriptionWachovia was a diversified financial services company based in Charlotte, North Carolina. Before its acquisition by Wells Fargo and Company in 2008, Wachovia was the fourth-largest bank holding company in the United States, based on total assets. Headquarters: Charlotte, NC Acquisition date: December 31, 2008 Founded: June 16, 1879 Defunct: 2008 (as an independent corporation); 2011 (as a brand) Parent organization: Wells Fargo Subsidiaries: Wells Fargo Advisors, Wachovia Service Corp,
First Union/Wachovia Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at First Union/Wachovia Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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First Union/Wachovia Bank Employees
Employee
Years
Job
Industry
Ginger Powell Ginger Powell's First Union/Wachovia Bank Experience January 2000 - May 2007
Job Independent Consultant
Industry Financial Services
Experience
Consultant 2010 - Present
Fifth Third 2007 - 2009
First Union/Wachovia Bank January 2000 - May 2007
First American Bank September 1997 - January 2000
Crocker/Wells Fargo Bank May 1982 - June 1997
Skills
Banking, Treasury Services, Consulting, Cash Management, Sales, Treasury Management, Internet Banking, Financial Services, ACH, Payments, Working Capital..., Commercial Banking, Relationship Management, Liquidity Management, Treasury, Electronic Payments, Management, Payment Systems, Corporate Banking, Marketing Strategy, Cross-functional Team..., Recruiting, Staff Development, Risk Assessment, Credit Risk, Business Strategy, Strategic Partnerships, Creative Direction, Customer Retention, Bank Mergers, National Retailers
Education
Murray State University
Consultant 2010 - Present
Fifth Third 2007 - 2009
First Union/Wachovia Bank January 2000 - May 2007
First American Bank September 1997 - January 2000
Crocker/Wells Fargo Bank May 1982 - June 1997
Skills
Banking, Treasury Services, Consulting, Cash Management, Sales, Treasury Management, Internet Banking, Financial Services, ACH, Payments, Working Capital..., Commercial Banking, Relationship Management, Liquidity Management, Treasury, Electronic Payments, Management, Payment Systems, Corporate Banking, Marketing Strategy, Cross-functional Team..., Recruiting, Staff Development, Risk Assessment, Credit Risk, Business Strategy, Strategic Partnerships, Creative Direction, Customer Retention, Bank Mergers, National Retailers
Education
Murray State University
Ken Sparks Ken Sparks's First Union/Wachovia Bank Experience March 1996 - December 2001
Job Senior Technology Leadership/Technical Professional
Industry Information Technology and Services
Experience
Global Director of IT - International Manufacturing Company June 2015 - Present
EPRI (Electrical Power Research Institute) January 2014 - June 2015
Lowes Corporation April 2012 - January 2014
NCRC Technology Group March 2010 - April 2012
Charlotte Pipe & Foundry Company July 2006 - February 2010
Clarke American Corporation March 2004 - July 2006
EquiFirst Corporation December 2001 - March 2004
First Union/Wachovia Bank March 1996 - December 2001
Barnes Group October 1993 - March 1996
Lenox China October 1991 - October 1993
Skills
Disaster Recovery, Virtualization, Data Center, ITIL, Storage, 26 Years IT Leadership, Information Security..., IPS/IDS..., WAN Acceleration, Layer 1, IT Operations process..., Application Development..., Cloud Computing, IAAS and Saas, Management, IT Leadership, Application Lifecycle..., WAN Optimisation, Leadership, Project Management, Cross-functional Team..., Change Management, Security, IT Management, Enterprise Software, Information Technology, Enterprise Architecture, Network Security, Servers, Business Process, VMware, Integration, Outsourcing, Vendor Management, Strategy, Firewalls, Infrastructure, Software Development, Troubleshooting, IT Strategy, Networking, Operating Systems, Information Security, Business Analysis, SDLC, SharePoint, Start-ups, Consulting, Hardware, Project Planning
Education
University of North Carolina at Charlotte 1976 — 1981
Bachelor of Arts, Economics/Business Administration
Global Director of IT - International Manufacturing Company June 2015 - Present
EPRI (Electrical Power Research Institute) January 2014 - June 2015
Lowes Corporation April 2012 - January 2014
NCRC Technology Group March 2010 - April 2012
Charlotte Pipe & Foundry Company July 2006 - February 2010
Clarke American Corporation March 2004 - July 2006
EquiFirst Corporation December 2001 - March 2004
First Union/Wachovia Bank March 1996 - December 2001
Barnes Group October 1993 - March 1996
Lenox China October 1991 - October 1993
Skills
Disaster Recovery, Virtualization, Data Center, ITIL, Storage, 26 Years IT Leadership, Information Security..., IPS/IDS..., WAN Acceleration, Layer 1, IT Operations process..., Application Development..., Cloud Computing, IAAS and Saas, Management, IT Leadership, Application Lifecycle..., WAN Optimisation, Leadership, Project Management, Cross-functional Team..., Change Management, Security, IT Management, Enterprise Software, Information Technology, Enterprise Architecture, Network Security, Servers, Business Process, VMware, Integration, Outsourcing, Vendor Management, Strategy, Firewalls, Infrastructure, Software Development, Troubleshooting, IT Strategy, Networking, Operating Systems, Information Security, Business Analysis, SDLC, SharePoint, Start-ups, Consulting, Hardware, Project Planning
Education
University of North Carolina at Charlotte 1976 — 1981
Bachelor of Arts, Economics/Business Administration
Renee Barnes Renee Barnes's First Union/Wachovia Bank Experience June 1999 - January 2002
Job Internal Accounting Specialist at Nottingham Investment Administration
Industry Financial Services
Experience
Nottingham Investment Administration May 2008 - Present
North Carolina Wesleyan College 2010 - 2011
BB&T August 2006 - August 2007
RBC Centura Banks, Inc January 2002 - April 2006
First Union/Wachovia Bank June 1999 - January 2002
Bank of America June 1997 - June 1999
Skills
Admissions, Microsoft Office, Loans, Leadership, Coaching, Customer Service, Training, Cash Management, Microsoft Excel, Treasury Management, Fundraising, Public Speaking, Event Planning, Microsoft Word, Management
Education
North Carolina Wesleyan College 2011 — 2012
Bachelor of Science (BS), Business Administration, Management and Operations
Charles City High School 1988 — 1992
Nottingham Investment Administration May 2008 - Present
North Carolina Wesleyan College 2010 - 2011
BB&T August 2006 - August 2007
RBC Centura Banks, Inc January 2002 - April 2006
First Union/Wachovia Bank June 1999 - January 2002
Bank of America June 1997 - June 1999
Skills
Admissions, Microsoft Office, Loans, Leadership, Coaching, Customer Service, Training, Cash Management, Microsoft Excel, Treasury Management, Fundraising, Public Speaking, Event Planning, Microsoft Word, Management
Education
North Carolina Wesleyan College 2011 — 2012
Bachelor of Science (BS), Business Administration, Management and Operations
Charles City High School 1988 — 1992
Matthew Borowick Matthew Borowick's First Union/Wachovia Bank Experience June 1995 - June 1999
Job Alumni and Government Relations Professional
Industry Higher Education
Experience
Seton Hall University October 1999 - Present
First Union/Wachovia Bank June 1995 - June 1999
Federal Reserve Bank of New York 1989 - 1994
Skills
Speech Writing, Public Speaking, Fundraising, Government Relations, Alumni Relations, Strategic Communications, Community Outreach, International Relations, Management, Nonprofits, Student Affairs, Leadership, Program Management, Non-profits, Community Development, Volunteer Management, Politics, Higher Education, Contract Negotiation, Government, Strategy, Research, Budgets, Staff Development, Analysis, Grants, Teaching, Student Development, Program Development, Event Planning, Policy Analysis, Public Relations, Philanthropy, Annual Giving, Editing
Education
Seton Hall University 1990 — 1994
MBA, Finance
Seton Hall University 1985 — 1989
B.A., Economics
Seton Hall University October 1999 - Present
First Union/Wachovia Bank June 1995 - June 1999
Federal Reserve Bank of New York 1989 - 1994
Skills
Speech Writing, Public Speaking, Fundraising, Government Relations, Alumni Relations, Strategic Communications, Community Outreach, International Relations, Management, Nonprofits, Student Affairs, Leadership, Program Management, Non-profits, Community Development, Volunteer Management, Politics, Higher Education, Contract Negotiation, Government, Strategy, Research, Budgets, Staff Development, Analysis, Grants, Teaching, Student Development, Program Development, Event Planning, Policy Analysis, Public Relations, Philanthropy, Annual Giving, Editing
Education
Seton Hall University 1990 — 1994
MBA, Finance
Seton Hall University 1985 — 1989
B.A., Economics
Paul 'Gene' Hughes, MBA '15(Expected) Paul 'Gene' Hughes, MBA '15(Expected)'s First Union/Wachovia Bank Experience September 2000 - June 2003
Job Finance & Contracts Manager at Delta Airline Global Services
Industry Financial Services
Experience
Delta Airline Global Services July 2015 - Present
TMX Finance July 2013 - June 2015
Citifinancial/Onemainfinancial October 2003 - November 2012
First Union/Wachovia Bank September 2000 - June 2003
First Family Financial/The Associates Financial July 1993 - September 2000
ITT Financial Services August 1992 - July 1993
Skills
New Business Development, Team Building, Loans, Credit, Management, Customer Service, Portfolio Management, Insurance, Financial Analysis, Marketing Strategy, Sales, Banking, Microsoft Office, Microsoft Excel, Credit Analysis, Securities, Mortgage Lending, Social Media Marketing, E-commerce, Strategy, Project Management, Asset Managment, Analysis, Business Strategy, Strategic Planning, Sales Management, PowerPoint, Social Media, Leadership, Finance, Commercial Lending, Mutual Funds, Small Business Lending, Relationship Management, Loan Origination, Forecasting, Cross Selling, Retail Banking, Financial Services, Branch Management, Account Management, Training, Human Resources, Change Management, Risk Management, Business Development, Executive Management, Customer Retention, Customer Satisfaction, Customer Acquisition
Education
Strayer University-Georgia 2013 — 2015
Master of Business Administration (MBA), Management
Colgate University 1988 — 1992
Bachelor of Arts (B.A.), Economics
Delta Airline Global Services July 2015 - Present
TMX Finance July 2013 - June 2015
Citifinancial/Onemainfinancial October 2003 - November 2012
First Union/Wachovia Bank September 2000 - June 2003
First Family Financial/The Associates Financial July 1993 - September 2000
ITT Financial Services August 1992 - July 1993
Skills
New Business Development, Team Building, Loans, Credit, Management, Customer Service, Portfolio Management, Insurance, Financial Analysis, Marketing Strategy, Sales, Banking, Microsoft Office, Microsoft Excel, Credit Analysis, Securities, Mortgage Lending, Social Media Marketing, E-commerce, Strategy, Project Management, Asset Managment, Analysis, Business Strategy, Strategic Planning, Sales Management, PowerPoint, Social Media, Leadership, Finance, Commercial Lending, Mutual Funds, Small Business Lending, Relationship Management, Loan Origination, Forecasting, Cross Selling, Retail Banking, Financial Services, Branch Management, Account Management, Training, Human Resources, Change Management, Risk Management, Business Development, Executive Management, Customer Retention, Customer Satisfaction, Customer Acquisition
Education
Strayer University-Georgia 2013 — 2015
Master of Business Administration (MBA), Management
Colgate University 1988 — 1992
Bachelor of Arts (B.A.), Economics
Cassandra Chitwood Cassandra Chitwood's First Union/Wachovia Bank Experience 1992 - 2002
Job Office Manager at Roper Physical Therapy
Industry Financial Services
Experience
Girl Scout Hornets Nest Council 2002 - Present
Chitwood Advisory Services January 1998 - Present
Roper Physical Therapy March 2010 - December 2014
First Union/Wachovia Bank 1992 - 2002
Skills
Leadership, Management, Event Planning, Sales, Customer Service, Public Speaking, Microsoft Office, Microsoft Word, Strategic Planning, Team Building, Nonprofits, Negotiation, Relationship Building...
Education
University of North Carolina at Charlotte 2008 — 2010
CMA, Medical
Central Piedmont Community College
Medical -Pharmacy Tech
Girl Scout Hornets Nest Council 2002 - Present
Chitwood Advisory Services January 1998 - Present
Roper Physical Therapy March 2010 - December 2014
First Union/Wachovia Bank 1992 - 2002
Skills
Leadership, Management, Event Planning, Sales, Customer Service, Public Speaking, Microsoft Office, Microsoft Word, Strategic Planning, Team Building, Nonprofits, Negotiation, Relationship Building...
Education
University of North Carolina at Charlotte 2008 — 2010
CMA, Medical
Central Piedmont Community College
Medical -Pharmacy Tech
David Koran David Koran's First Union/Wachovia Bank Experience 1999 - 2001
Job Managing Director Capital Finance Division at International Risk Consultants
Industry Financial Services
Experience
International Risk Consultants 2014 - Present
First Capital 2011 - 2014
TAB Bank March 2010 - April 2011
Universal Asset Lending Information Systems, LLC (UNALISYS) 2009 - 2010
Gideon Financial, Inc 2007 - 2010
Benefactor Funding Corp. 2003 - 2006
JD Factors, LLC 2001 - January 2004
Branch Banking and Trust 2001 - 2002
First Union/Wachovia Bank 1999 - 2001
GMAC Insurance 1993 - 1999
Skills
Business Development, Management, Contract Negotiation, Market Analysis, Commercial Lending, Asset Based Lending, Credit, Banking, Restructuring, Commercial Banking, Funding, Underwriting, Mergers & Acquisitions, Portfolio Management, Finance, Financial Risk, Trade Finance, Small Business, Lines Of Credit, Investments, Factoring, Sales Management, Financial Analysis, Commercial Finance, Credit Analysis, Sales, Business Planning, Analysis, Investment Banking, Cash Management, Executive Management, Accounts Receivable, Sales Operations, Financial Services, Small Business Lending, Risk Management
Education
Bowling Green State University 1989 — 1992
BA, Industrial/Organizational Psychology
International Risk Consultants 2014 - Present
First Capital 2011 - 2014
TAB Bank March 2010 - April 2011
Universal Asset Lending Information Systems, LLC (UNALISYS) 2009 - 2010
Gideon Financial, Inc 2007 - 2010
Benefactor Funding Corp. 2003 - 2006
JD Factors, LLC 2001 - January 2004
Branch Banking and Trust 2001 - 2002
First Union/Wachovia Bank 1999 - 2001
GMAC Insurance 1993 - 1999
Skills
Business Development, Management, Contract Negotiation, Market Analysis, Commercial Lending, Asset Based Lending, Credit, Banking, Restructuring, Commercial Banking, Funding, Underwriting, Mergers & Acquisitions, Portfolio Management, Finance, Financial Risk, Trade Finance, Small Business, Lines Of Credit, Investments, Factoring, Sales Management, Financial Analysis, Commercial Finance, Credit Analysis, Sales, Business Planning, Analysis, Investment Banking, Cash Management, Executive Management, Accounts Receivable, Sales Operations, Financial Services, Small Business Lending, Risk Management
Education
Bowling Green State University 1989 — 1992
BA, Industrial/Organizational Psychology
Karen Squires Karen Squires's First Union/Wachovia Bank Experience March 2002 - June 2004
Job Experienced Bank Account Facilitator
Industry Banking
Experience
BB&T March 2011 - Present
Comfort Inn & Suites June 2005 - December 2010
Comfort Inn June 2005 - December 2010
First Union/Wachovia Bank March 2002 - June 2004
Green Point Bank/Pawling Savings Bank/Premier National Bank/M&T Bank July 1995 - November 2001
Education
Boston University
Rockland Community College
AS, Mathematics & Science
BB&T March 2011 - Present
Comfort Inn & Suites June 2005 - December 2010
Comfort Inn June 2005 - December 2010
First Union/Wachovia Bank March 2002 - June 2004
Green Point Bank/Pawling Savings Bank/Premier National Bank/M&T Bank July 1995 - November 2001
Education
Boston University
Rockland Community College
AS, Mathematics & Science
Mary Ann Murtha's First Union/Wachovia Bank Experience 1983 - 2005
Job Sustainable Banking/Business Lending/Residential Lending/Creative Deposit Options/Community Commitment
Industry Banking
Experience
Huntingdon Valley Bank November 2008 - Present
Sun National Bank October 2007 - October 2008
Citizens Bank June 2005 - June 2006
First Union National Bank 2001 - 2005
First Union National Bank 2001 - 2005
First Union/Wachovia Bank 1983 - 2005
Skills
Banking, Loans, Mortgage Lending, Commercial Lending, Credit, Commercial Banking, Business Development, Customer Service, Mergers & Acquisitions, Marketing Management, Change Management, Performance Management, Building Relationships, Strategic Sales, Organizational..., Process & Procedures, Strategic Hiring, Staff Development, Business Develop, Marketing Event Planning, Department Budgeting, Non-Deposit Program..., Small Business Lending, Owner Occupied, Remote Deposit Capture, Mortgage Banking, Business, Team Building, Management, Coaching, Training, Sales, Risk Management, Recruiting, Sales Management, Finance, Business Planning, Human Resources, Analysis, Budgets, Program Management, Lines Of Credit, Consumer Lending, Leadership, Strategic Planning, Small Business, Public Speaking, Financial Services, New Business Development
Education
Philadelphia University 2015 — 2017
Bachelor's Degree, Organizational Leadership
University of Phoenix 2002 — 2004
Associate's degree, Business Administration and Management, General
Huntingdon Valley Bank November 2008 - Present
Sun National Bank October 2007 - October 2008
Citizens Bank June 2005 - June 2006
First Union National Bank 2001 - 2005
First Union National Bank 2001 - 2005
First Union/Wachovia Bank 1983 - 2005
Skills
Banking, Loans, Mortgage Lending, Commercial Lending, Credit, Commercial Banking, Business Development, Customer Service, Mergers & Acquisitions, Marketing Management, Change Management, Performance Management, Building Relationships, Strategic Sales, Organizational..., Process & Procedures, Strategic Hiring, Staff Development, Business Develop, Marketing Event Planning, Department Budgeting, Non-Deposit Program..., Small Business Lending, Owner Occupied, Remote Deposit Capture, Mortgage Banking, Business, Team Building, Management, Coaching, Training, Sales, Risk Management, Recruiting, Sales Management, Finance, Business Planning, Human Resources, Analysis, Budgets, Program Management, Lines Of Credit, Consumer Lending, Leadership, Strategic Planning, Small Business, Public Speaking, Financial Services, New Business Development
Education
Philadelphia University 2015 — 2017
Bachelor's Degree, Organizational Leadership
University of Phoenix 2002 — 2004
Associate's degree, Business Administration and Management, General
Brian Volner, CTP Brian Volner, CTP's First Union/Wachovia Bank Experience January 2002 - January 2005
Job Senior Vice President Market Manager, Commercial Lending & Retail Banking
Industry Banking
Experience
C1 Bank December 2010 - Present
American Momentum Bank January 2007 - December 2010
Regions Bank January 2005 - January 2007
First Union/Wachovia Bank January 2002 - January 2005
Huntington National Bank January 2000 - January 2002
Prudential Financial January 1998 - January 2000
Skills
Private Banking, SBA, Treasury Management, Consumer Lending, Small Business Lending, Real Estate Lending, C&I Lending, Public Speaking, Loans, Commercial Banking, Credit, Banking, Credit Analysis, Retail Banking, Mortgage Lending, Loan Origination, Commercial Lending, Lines Of Credit, Real Estate, Leadership, Real Estate Financing, Mortgage Banking, Small Business, Commercial Real Estate, Commercial Mortgages, Sales, Portfolio Management, Financial Services, Underwriting, Finance, Cross Selling, Cash Management, Credit Risk, Insurance, Asset Based Lending, Relationship Management, Refinance, Deposits, Risk Management, Construction Loans, FHA
Education
Certified Treasury Professional 2014 — 2014
Certificate
University of Florida - Warrington College of Business Administration 2012 — 2014
Florida School of Banking, Banking
Leadership Manatee 2011 — 2012
Graduate
University of South Florida 2002 — 2003
Certificate, Certified Financial Planner Courses
Carson-Newman University 1993 — 1997
Bachelor's degree, Financial Economics-International Business
C1 Bank December 2010 - Present
American Momentum Bank January 2007 - December 2010
Regions Bank January 2005 - January 2007
First Union/Wachovia Bank January 2002 - January 2005
Huntington National Bank January 2000 - January 2002
Prudential Financial January 1998 - January 2000
Skills
Private Banking, SBA, Treasury Management, Consumer Lending, Small Business Lending, Real Estate Lending, C&I Lending, Public Speaking, Loans, Commercial Banking, Credit, Banking, Credit Analysis, Retail Banking, Mortgage Lending, Loan Origination, Commercial Lending, Lines Of Credit, Real Estate, Leadership, Real Estate Financing, Mortgage Banking, Small Business, Commercial Real Estate, Commercial Mortgages, Sales, Portfolio Management, Financial Services, Underwriting, Finance, Cross Selling, Cash Management, Credit Risk, Insurance, Asset Based Lending, Relationship Management, Refinance, Deposits, Risk Management, Construction Loans, FHA
Education
Certified Treasury Professional 2014 — 2014
Certificate
University of Florida - Warrington College of Business Administration 2012 — 2014
Florida School of Banking, Banking
Leadership Manatee 2011 — 2012
Graduate
University of South Florida 2002 — 2003
Certificate, Certified Financial Planner Courses
Carson-Newman University 1993 — 1997
Bachelor's degree, Financial Economics-International Business
Judy Finch, CMFC's First Union/Wachovia Bank Experience July 1977 - March 2006
Job Investment Management Consultant and Contractor
Industry Investment Management
Experience
H. D. Vest Investment Services June 2006 - Present
First Union/Wachovia Bank July 1977 - March 2006
Skills
Investments, Banking, Finance, Small Business, Wealth Management, Leadership, Life Insurance, Mutual Funds, Retirement Planning, Insurance, Asset Management, Portfolio Management, Time Management, Customer Service, Business Development, Sales
Education
Peace College 1974 — 1976
Business
H. D. Vest Investment Services June 2006 - Present
First Union/Wachovia Bank July 1977 - March 2006
Skills
Investments, Banking, Finance, Small Business, Wealth Management, Leadership, Life Insurance, Mutual Funds, Retirement Planning, Insurance, Asset Management, Portfolio Management, Time Management, Customer Service, Business Development, Sales
Education
Peace College 1974 — 1976
Business
Richard McConnell's First Union/Wachovia Bank Experience January 1994 - January 1998
Job Principal at Walden Businesses, Inc.
Industry Investment Banking
Experience
Walden Businesses, Inc. January 1998 - Present
Walden Businesses, Inc. 1994 - Present
First Union/Wachovia Bank January 1994 - January 1998
Skills
Business Brokerage, Exit Strategies, Business Valuation, Mergers, Valuation, M&A experience, Franchising, Venture Capital, Real Estate Transactions, Investment Properties, Due Diligence, Business Acquisition, Financial Modeling, Franchise Consulting, Financial Analysis, Business Planning, Mergers & Acquisitions
Education
University of South Alabama 1968 — 1972
Walden Businesses, Inc. January 1998 - Present
Walden Businesses, Inc. 1994 - Present
First Union/Wachovia Bank January 1994 - January 1998
Skills
Business Brokerage, Exit Strategies, Business Valuation, Mergers, Valuation, M&A experience, Franchising, Venture Capital, Real Estate Transactions, Investment Properties, Due Diligence, Business Acquisition, Financial Modeling, Franchise Consulting, Financial Analysis, Business Planning, Mergers & Acquisitions
Education
University of South Alabama 1968 — 1972
Howard Halle's First Union/Wachovia Bank Experience September 1999 - July 2005
Job President, Revolution Advisors, LLC
Industry Financial Services
Experience
Revolution Advisors, LLC (Radvisors) January 2015 - Present
Wells Fargo Bank March 2009 - January 2015
Wachovia Bank July 2005 - March 2009
First Union/Wachovia Bank September 1999 - July 2005
Skills
Commercial Lending, Asset Based Lending, Small Business Lending, Banking, Leadership, Credit, Lines Of Credit, Credit Analysis, Commercial Banking, Loans, Financial Analysis, Portfolio Management, Training, Treasury Management, Loan Origination, Underwriting, Commercial Mortgages, Consumer Lending, Cash Management, Mortgage Lending, Credit Risk, Financial Services, Wealth Management, Mortgage Banking, Investments, Series 63, Leadership Management
Education
University of Notre Dame 1972 — 1976
Bachelors in Business Administration, with Highest Honors, Finance
University of Miami - School of Business
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Revolution Advisors, LLC (Radvisors) January 2015 - Present
Wells Fargo Bank March 2009 - January 2015
Wachovia Bank July 2005 - March 2009
First Union/Wachovia Bank September 1999 - July 2005
Skills
Commercial Lending, Asset Based Lending, Small Business Lending, Banking, Leadership, Credit, Lines Of Credit, Credit Analysis, Commercial Banking, Loans, Financial Analysis, Portfolio Management, Training, Treasury Management, Loan Origination, Underwriting, Commercial Mortgages, Consumer Lending, Cash Management, Mortgage Lending, Credit Risk, Financial Services, Wealth Management, Mortgage Banking, Investments, Series 63, Leadership Management
Education
University of Notre Dame 1972 — 1976
Bachelors in Business Administration, with Highest Honors, Finance
University of Miami - School of Business
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Susan Trihy's First Union/Wachovia Bank Experience 2001 - 2003
Job Executive Assistant at Mercy Orthopedic Hospital
Industry Nonprofit Organization Management
Experience
Mercy Orthopedic Hospital April 2015 - Present
Mercy Orthopedic Hospital July 2014 - Present
Tandy Leather January 2014 - July 2014
United Way October 2004 - August 2013
First Citizens Bank 2003 - 2004
First Union/Wachovia Bank 2001 - 2003
Elizabeth City Pasquotank Public Schools 1999 - 2001
Skills
Non-profits, Nonprofits, Fundraising, Board Development, Public Speaking, Volunteer Training, Resource Development, Volunteer Management, Community Development, Event Planning, Grant Writing, Philanthropy, Community Outreach, Non-profit..., Project Planning, Grants, Leadership Development, Program Evaluation, Program Development, Public Relations, Youth Development, Public Policy
Education
Duke University 2000 — 2003
Certification, Nonprofit
East Carolina University 1993 — 1998
BS, Family and Community Services
College of the Albemarle 1992 — 1993
transfer
Northeastern High school
Mercy Orthopedic Hospital April 2015 - Present
Mercy Orthopedic Hospital July 2014 - Present
Tandy Leather January 2014 - July 2014
United Way October 2004 - August 2013
First Citizens Bank 2003 - 2004
First Union/Wachovia Bank 2001 - 2003
Elizabeth City Pasquotank Public Schools 1999 - 2001
Skills
Non-profits, Nonprofits, Fundraising, Board Development, Public Speaking, Volunteer Training, Resource Development, Volunteer Management, Community Development, Event Planning, Grant Writing, Philanthropy, Community Outreach, Non-profit..., Project Planning, Grants, Leadership Development, Program Evaluation, Program Development, Public Relations, Youth Development, Public Policy
Education
Duke University 2000 — 2003
Certification, Nonprofit
East Carolina University 1993 — 1998
BS, Family and Community Services
College of the Albemarle 1992 — 1993
transfer
Northeastern High school
Brent Sparks's First Union/Wachovia Bank Experience December 1995 - December 1998
Job Director, SelfService Channels in Global Operations
Industry Information Technology and Services
Experience
PayPal June 2014 - Present
PayPal August 2012 - June 2014
Wachovia Bank / Wells Fargo December 1998 - August 2012
First Union/Wachovia Bank December 1995 - December 1998
McDonald & Associates August 1993 - December 1995
Skills
Call Center, IVR, Business Analysis, Vendor Management, Financial Services, Process Improvement, Mergers & Acquisitions, Call Centers, Cross-functional Team..., Change Management, Project Management, Customer Experience, Telecommunications, Banking, Leadership, Strategy, Team Leadership, Troubleshooting, Business Strategy, Training, CTI, CRM, Outsourcing, Enterprise Software, SaaS, Analytics
Education
University of North Carolina at Charlotte 1989 — 1993
Bachelor of Applied Science (BASc), Business Administration/Marketing
PayPal June 2014 - Present
PayPal August 2012 - June 2014
Wachovia Bank / Wells Fargo December 1998 - August 2012
First Union/Wachovia Bank December 1995 - December 1998
McDonald & Associates August 1993 - December 1995
Skills
Call Center, IVR, Business Analysis, Vendor Management, Financial Services, Process Improvement, Mergers & Acquisitions, Call Centers, Cross-functional Team..., Change Management, Project Management, Customer Experience, Telecommunications, Banking, Leadership, Strategy, Team Leadership, Troubleshooting, Business Strategy, Training, CTI, CRM, Outsourcing, Enterprise Software, SaaS, Analytics
Education
University of North Carolina at Charlotte 1989 — 1993
Bachelor of Applied Science (BASc), Business Administration/Marketing
Joey Gladden's First Union/Wachovia Bank Experience January 1999 - January 2008
Job Technology Risk at Bank of America
Industry Information Technology and Services
Experience
Bank of America September 2014 - Present
Sogeti USA LLC December 2009 - August 2014
Bank of America August 2009 - April 2010
Microsoft 2008-2009 July 2008 - May 2009
First Union\Wachovia Bank January 1999 - January 2008
NationsBank\Bank of America January 1998 - January 1999
Mecklenburg County Department of Social Services January 1998 - January 1998
EDS January 1997 - January 1998
Childress Klein Properties January 1994 - January 1997
Skills
Active Directory, Servers, DNS, Windows, VoIP, Cisco Technologies, Project Management, Software Documentation, Technology Management, Management, WAN, Consulting, Microsoft Office, Competitive Analysis, Negotiation, Virtualization, Windows Server, Microsoft Technologies, Hyper-V, System Deployment, Infrastructure
Education
UNIVERSITY OF NORTH CAROLINA at 1987 — 1996
Bachelor of Science, Accounting
University of North Carolina at Charlotte 1986 — 1996
Bachelor of Science (B.S.), Accounting
Bank of America September 2014 - Present
Sogeti USA LLC December 2009 - August 2014
Bank of America August 2009 - April 2010
Microsoft 2008-2009 July 2008 - May 2009
First Union\Wachovia Bank January 1999 - January 2008
NationsBank\Bank of America January 1998 - January 1999
Mecklenburg County Department of Social Services January 1998 - January 1998
EDS January 1997 - January 1998
Childress Klein Properties January 1994 - January 1997
Skills
Active Directory, Servers, DNS, Windows, VoIP, Cisco Technologies, Project Management, Software Documentation, Technology Management, Management, WAN, Consulting, Microsoft Office, Competitive Analysis, Negotiation, Virtualization, Windows Server, Microsoft Technologies, Hyper-V, System Deployment, Infrastructure
Education
UNIVERSITY OF NORTH CAROLINA at 1987 — 1996
Bachelor of Science, Accounting
University of North Carolina at Charlotte 1986 — 1996
Bachelor of Science (B.S.), Accounting
Eileen Holston-Culpepper's First Union/Wachovia Bank 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
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
Christina Jimenez's First Union/Wachovia Bank Experience 1995 - 2003
Job VP, Business Banker at First Citizens Bank
Industry Banking
Experience
First Citizens Bank January 2015 - Present
Emory University Goizueta Business School 2014 - Present
CREW 2015 - 2015
CREW 2015 - 2015
First Citizens Bank and Trust Company, Inc. June 2012 - December 2014
Wachovia Bank, A Wells Fargo Company January 2005 - August 2009
Wachovia Bank, A Wells Fargo Company January 2003 - December 2004
First Union/Wachovia Bank 1995 - 2003
Skills
Loans, Banking, Retail Banking, Commercial Banking, Mortgage Banking, Private Banking, Financial Analysis, Investments, Portfolio Management, Mortgage Lending, Commercial Lending, Small Business Lending, Consumer Lending, Credit, Lines Of Credit, Underwriting
Education
Emory University - Goizueta Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Louisiana State University in Shreveport 2009 — 2010
Bachelor of Science Marketing with International Business Concentration, Bachelor of Science Financial Analysis with Economics Minor, 3.9
First Citizens Bank January 2015 - Present
Emory University Goizueta Business School 2014 - Present
CREW 2015 - 2015
CREW 2015 - 2015
First Citizens Bank and Trust Company, Inc. June 2012 - December 2014
Wachovia Bank, A Wells Fargo Company January 2005 - August 2009
Wachovia Bank, A Wells Fargo Company January 2003 - December 2004
First Union/Wachovia Bank 1995 - 2003
Skills
Loans, Banking, Retail Banking, Commercial Banking, Mortgage Banking, Private Banking, Financial Analysis, Investments, Portfolio Management, Mortgage Lending, Commercial Lending, Small Business Lending, Consumer Lending, Credit, Lines Of Credit, Underwriting
Education
Emory University - Goizueta Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Louisiana State University in Shreveport 2009 — 2010
Bachelor of Science Marketing with International Business Concentration, Bachelor of Science Financial Analysis with Economics Minor, 3.9
Stanley Ramirez's First Union/Wachovia Bank Experience September 1999 - June 2003
Job Sales Manager/ Training/ Finance/ Banking/Coaching
Industry Automotive
Experience
Proactive Dealer Solutions June 2012 - Present
BMW of Bridgewater October 2008 - May 2012
JPMorgan Chase April 2006 - September 2008
PNC Bank March 2005 - April 2006
Accredited Home Lenders July 2003 - March 2005
First Union/Wachovia Bank September 1999 - June 2003
Skills
Sales, Management, Leadership, Finance, Banking, Training, Sales Operations, Customer Service, Credit, Loans, Coaching, Sales Process, Sales Management, Marketing, Portfolio Management, Investments, Advertising, Recruiting, Small Business, Networking, Team Building, Equity Mining, Change Management
Education
New Jersey Institute of Technology
Computer Engineering
Proactive Dealer Solutions June 2012 - Present
BMW of Bridgewater October 2008 - May 2012
JPMorgan Chase April 2006 - September 2008
PNC Bank March 2005 - April 2006
Accredited Home Lenders July 2003 - March 2005
First Union/Wachovia Bank September 1999 - June 2003
Skills
Sales, Management, Leadership, Finance, Banking, Training, Sales Operations, Customer Service, Credit, Loans, Coaching, Sales Process, Sales Management, Marketing, Portfolio Management, Investments, Advertising, Recruiting, Small Business, Networking, Team Building, Equity Mining, Change Management
Education
New Jersey Institute of Technology
Computer Engineering
Donna Powles's First Union/Wachovia Bank Experience January 1998 - January 1999
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
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
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.