Wachovia Company
Industry: Financial services company
DescriptionWachovia was a diversified financial services company based in Charlotte, North Carolina. Before its acquisition by Wells Fargo and Company in 2008, Wachovia was the fourth-largest bank holding company in the United States, based on total assets. Headquarters: Charlotte, North Carolina, United States Acquisition date: 31 December 2008 Founded: 16 June 1879 Defunct: 2008 (as an independent corporation); 2011 (as a brand) Subsidiaries: Wells Fargo Advisors, Wachovia Service Corp, Parent organization: Wells Fargo
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Wachovia Employees
Employee
Years
Job
Industry
Leslie Velasquez Leslie Velasquez's Wachovia Experience March 2006 - June 2008
Job Care Transition Nurse Catholic Health Services.
Industry Hospital & Health Care
Experience
Catholic Health Care Transition Services September 2013 - Present
BrightStar March 2012 - Present
Southeast Homecare February 2013 - March 2014
Cross Country (previously name Medstaff). July 2012 - March 2014
Ideal Personnel July 2012 - January 2013
Eastern Shore Rehabilitation Health Center July 2010 - February 2012
Sisters of Mercy Health System July 2010 - December 2011
Amedisys August 2008 - July 2010
Wachovia March 2006 - June 2008
Wachovia 2004 - 2006
Skills
Accounting, Banking, Business Management, Nursing, Hospitals, Healthcare, Healthcare Management, Healthcare Information..., Home Care, Cpr Certified, Clinical Research, Medical Terminology, Case Managment, Management, Customer Service, Customer Satisfaction, Quality Auditing, Customer Retention, Commercial Banking, Retail Banking, Credit Cards, Collections, Office Administration, Leadership, Data Entry, Medical/Surgical, Long-term Care, Medication..., Wound Care, BLS, Patient Advocacy, ACLS, IV, Patient Safety, Phlebotomy, Ostomy Care, Patient Education, Nursing Process, Palliative Care, Direct Patient Care, Nursing Care, Elder Care, Infection Control, Tracheostomy, Nursing Documentation, Trach Care, Tube Feeding, Medicare, Nursing Management, BCLS
Education
Florida International University 1992 — 1996
Bachelors, Science of Nursing
Miami Jackson Senior High School 1989 — 1992
Catholic Health Care Transition Services September 2013 - Present
BrightStar March 2012 - Present
Southeast Homecare February 2013 - March 2014
Cross Country (previously name Medstaff). July 2012 - March 2014
Ideal Personnel July 2012 - January 2013
Eastern Shore Rehabilitation Health Center July 2010 - February 2012
Sisters of Mercy Health System July 2010 - December 2011
Amedisys August 2008 - July 2010
Wachovia March 2006 - June 2008
Wachovia 2004 - 2006
Skills
Accounting, Banking, Business Management, Nursing, Hospitals, Healthcare, Healthcare Management, Healthcare Information..., Home Care, Cpr Certified, Clinical Research, Medical Terminology, Case Managment, Management, Customer Service, Customer Satisfaction, Quality Auditing, Customer Retention, Commercial Banking, Retail Banking, Credit Cards, Collections, Office Administration, Leadership, Data Entry, Medical/Surgical, Long-term Care, Medication..., Wound Care, BLS, Patient Advocacy, ACLS, IV, Patient Safety, Phlebotomy, Ostomy Care, Patient Education, Nursing Process, Palliative Care, Direct Patient Care, Nursing Care, Elder Care, Infection Control, Tracheostomy, Nursing Documentation, Trach Care, Tube Feeding, Medicare, Nursing Management, BCLS
Education
Florida International University 1992 — 1996
Bachelors, Science of Nursing
Miami Jackson Senior High School 1989 — 1992
Lucy Cortez's Wachovia Experience 1988 - 1999
Job Corporate Training and Development at Unifocus
Industry Information Technology and Services
Experience
Unifocus February 2012 - Present
CoreLogic March 2002 - February 2012
CoreLogic June 2009 - June 2011
First American Production Loan Services July 2007 - September 2008
First American Nationwide Documents March 2005 - July 2007
First American Nationwide Documents March 2002 - July 2005
KB Home August 2000 - March 2002
Wells Fargo July 1999 - August 2000
Wachovia 1988 - 1999
Skills
SnagIt, Capivate, Microsoft Office, Team Management, Team Building, Cross-cultural Training, customer relations, project management, Change Management, Troubleshooting, Business Analysis, Documentation, Usability Testing, Creative Problem Solving, User Acceptance Testing, Reverse Mortgages, Residential Mortgages, Mortgage Industry, Visio, Excel, Customer Service, Word, PowerPoint, Spanish, LDRPS, Software Documentation, Project Management, Microsoft Excel, Microsoft Word, Management, Program Management, Mortgage Lending, Business Development, Account Management
Education
University of Colorado Denver 1999 — 2004
BA, Spanish
Florida State College at Jacksonville 1994 — 1996
Associates Degree, Legal Assistant
Unifocus February 2012 - Present
CoreLogic March 2002 - February 2012
CoreLogic June 2009 - June 2011
First American Production Loan Services July 2007 - September 2008
First American Nationwide Documents March 2005 - July 2007
First American Nationwide Documents March 2002 - July 2005
KB Home August 2000 - March 2002
Wells Fargo July 1999 - August 2000
Wachovia 1988 - 1999
Skills
SnagIt, Capivate, Microsoft Office, Team Management, Team Building, Cross-cultural Training, customer relations, project management, Change Management, Troubleshooting, Business Analysis, Documentation, Usability Testing, Creative Problem Solving, User Acceptance Testing, Reverse Mortgages, Residential Mortgages, Mortgage Industry, Visio, Excel, Customer Service, Word, PowerPoint, Spanish, LDRPS, Software Documentation, Project Management, Microsoft Excel, Microsoft Word, Management, Program Management, Mortgage Lending, Business Development, Account Management
Education
University of Colorado Denver 1999 — 2004
BA, Spanish
Florida State College at Jacksonville 1994 — 1996
Associates Degree, Legal Assistant
April Ethridge-Caldwell, MBA April Ethridge-Caldwell, MBA's Wachovia Experience January 1996 - April 2004
Job Registered Representative @ Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division January 2011 - Present
World Financial Group (WFG) 2009 - Present
Shades of Pink Magazine January 2014 - Present
Franklin University May 2007 - August 2008
Talx May 2006 - June 2008
Wachovia January 1996 - April 2004
US Army April 2002 - April 2003
Education
Franklin University 2007 — 2008
MBA, Human Resources
Franklin University 2004 — 2007
BS, Business
Florida Community College at Jacksonville 1995 — 2004
A.A.
University of North Florida 1995 — 2002
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division January 2011 - Present
World Financial Group (WFG) 2009 - Present
Shades of Pink Magazine January 2014 - Present
Franklin University May 2007 - August 2008
Talx May 2006 - June 2008
Wachovia January 1996 - April 2004
US Army April 2002 - April 2003
Education
Franklin University 2007 — 2008
MBA, Human Resources
Franklin University 2004 — 2007
BS, Business
Florida Community College at Jacksonville 1995 — 2004
A.A.
University of North Florida 1995 — 2002
Valerie (Bernieri) Pitts Valerie (Bernieri) Pitts's Wachovia Experience 1986 - 2004
Job President at CHR, LLC
Industry Human Resources
Experience
CHR, LLC September 2013 - Present
Gente February 2007 - Present
Tower Group Companies 2004 - 2007
Wachovia 1986 - 2004
Skills
HRIS, Succession Planning, Deferred Compensation, Policy, 401k
Education
Fairleigh Dickinson University 1999 — 1999
Human Resource Certification, Human Resources Management/Personnel Administration, General
Montclair State University 1979 — 1984
Bachelor of Science (BS), Business Administration and Management, General
CHR, LLC September 2013 - Present
Gente February 2007 - Present
Tower Group Companies 2004 - 2007
Wachovia 1986 - 2004
Skills
HRIS, Succession Planning, Deferred Compensation, Policy, 401k
Education
Fairleigh Dickinson University 1999 — 1999
Human Resource Certification, Human Resources Management/Personnel Administration, General
Montclair State University 1979 — 1984
Bachelor of Science (BS), Business Administration and Management, General
Alexander Rios Alexander Rios's Wachovia Experience September 2005 - July 2007
Job Small Business Banker at Bank of America VP
Industry Banking
Experience
Bank of America May 2014 - Present
JP Morgan Chase July 2007 - May 2014
Baptist Health South Florida 2013 - 2014
Wachovia September 2005 - July 2007
Dole Fresh Flowers June 1999 - June 2005
The Miami Herald Media Company 1994 - 1999
Skills
Direct Sales, Translation, Spanish Speaking, Italian languages, Brazilian Portuguese, Acting, Acting Training, Leadership Development, Commercial Banking, Small Business Lending, Cash Management, Leadership, Spanish, Commercial Lending, Consumer Lending, Banking, Treasury Management, Portfolio Management, Credit, Management, Commercial Mortgages, Treasury Services, Wealth Management, Lines Of Credit, Investments, SBA, Loans, Small Business, Sales, Merchant Services, Credit Cards, Loan Origination, Cross Selling, Credit Analysis, Retail Banking, Private Banking, Refinance, Credit Risk, Home Equity Lines of..., Mortgage Banking, Asset Based Lending, Deposits, Mortgage Lending, Relationship Management, AML, Financial Risk, Cash Flow Lending, Risk Management, SBA 504, Financial Services
Education
Florida International University 2003 — 2005
Bachelor's degree, International Business and Business Administration
Miami Dade College 1994 — 1997
Associate of Arts (AA), Business Administration and Language Studies
Bank of America May 2014 - Present
JP Morgan Chase July 2007 - May 2014
Baptist Health South Florida 2013 - 2014
Wachovia September 2005 - July 2007
Dole Fresh Flowers June 1999 - June 2005
The Miami Herald Media Company 1994 - 1999
Skills
Direct Sales, Translation, Spanish Speaking, Italian languages, Brazilian Portuguese, Acting, Acting Training, Leadership Development, Commercial Banking, Small Business Lending, Cash Management, Leadership, Spanish, Commercial Lending, Consumer Lending, Banking, Treasury Management, Portfolio Management, Credit, Management, Commercial Mortgages, Treasury Services, Wealth Management, Lines Of Credit, Investments, SBA, Loans, Small Business, Sales, Merchant Services, Credit Cards, Loan Origination, Cross Selling, Credit Analysis, Retail Banking, Private Banking, Refinance, Credit Risk, Home Equity Lines of..., Mortgage Banking, Asset Based Lending, Deposits, Mortgage Lending, Relationship Management, AML, Financial Risk, Cash Flow Lending, Risk Management, SBA 504, Financial Services
Education
Florida International University 2003 — 2005
Bachelor's degree, International Business and Business Administration
Miami Dade College 1994 — 1997
Associate of Arts (AA), Business Administration and Language Studies
Derric Hicks, MBA Derric Hicks, MBA's Wachovia Experience 2005 - 2006
Job VP/CRA Business Development OfficerLegacyTexas Bank
Industry Banking
Experience
LegacyTexas Bank February 2011 - Present
BBVA COMPASS September 2010 - March 2011
BBVA Compass 2006 - September 2009
Guaranty Bank 2006 - 2009
Wachovia 2005 - 2006
Skills
Banking, Loans, Commercial Lending, Consumer Lending, Small Business Lending, Commercial Banking, Portfolio Management, Banking Relationships, Business Relationship..., Manage Client..., Talent Acquisition, Acquistions, Customer Acquisition, Highly detail oriented, Employee Training, Mentoring, Coaching, Financial Analysis, New Business Development, New Business Generation, Driving New Business, MBA
Education
University of Phoenix 2002 — 2004
Masters, Business Administration
Florida Agricultural and Mechanical University 1992 — 1998
BS, Health Information Management
McLaurin Attendance Center
LegacyTexas Bank February 2011 - Present
BBVA COMPASS September 2010 - March 2011
BBVA Compass 2006 - September 2009
Guaranty Bank 2006 - 2009
Wachovia 2005 - 2006
Skills
Banking, Loans, Commercial Lending, Consumer Lending, Small Business Lending, Commercial Banking, Portfolio Management, Banking Relationships, Business Relationship..., Manage Client..., Talent Acquisition, Acquistions, Customer Acquisition, Highly detail oriented, Employee Training, Mentoring, Coaching, Financial Analysis, New Business Development, New Business Generation, Driving New Business, MBA
Education
University of Phoenix 2002 — 2004
Masters, Business Administration
Florida Agricultural and Mechanical University 1992 — 1998
BS, Health Information Management
McLaurin Attendance Center
Maribel Albarran's Wachovia Experience October 2006 - April 2008
Job Apparel Production/Product Development/Global Sourcing
Industry Apparel & Fashion
Experience
Lucky Brand Jeans June 2011 - Present
Serfontaine LLC November 2009 - June 2011
Designer Consulting Co-Op January 2009 - March 2010
Wachovia October 2006 - April 2008
San Diego County Credit Union 1999 - 2006
Skills
Fashion Design, Apparel, Trend, Textiles, Fashion, Sewing, Tech Packs, Sourcing, Denim, Illustrator, Styling, Creative Direction, Fit, Merchandising, Fashion Illustration, Sportswear, Wovens, Draping, Retail, Fashion Buying, Illustration, Knitwear, Pattern
Education
Fashion Institute of Design & Merchandising 2008 — 2009
AA, Merchandise Product Development
San Diego State University-California State University 1996 — 2001
B.A., International Business
Lucky Brand Jeans June 2011 - Present
Serfontaine LLC November 2009 - June 2011
Designer Consulting Co-Op January 2009 - March 2010
Wachovia October 2006 - April 2008
San Diego County Credit Union 1999 - 2006
Skills
Fashion Design, Apparel, Trend, Textiles, Fashion, Sewing, Tech Packs, Sourcing, Denim, Illustrator, Styling, Creative Direction, Fit, Merchandising, Fashion Illustration, Sportswear, Wovens, Draping, Retail, Fashion Buying, Illustration, Knitwear, Pattern
Education
Fashion Institute of Design & Merchandising 2008 — 2009
AA, Merchandise Product Development
San Diego State University-California State University 1996 — 2001
B.A., International Business
Danielle Bush Danielle Bush's Wachovia Experience January 2007 - November 2007
Job Loan File Auditor
Industry Financial Services
Experience
Navigant February 2015 - Present
Strayer University November 2013 - January 2015
Bank of America April 2013 - October 2013
Wells Fargo Home Mortgage December 2012 - March 2013
Bank of America July 2011 - December 2012
Citi November 2007 - July 2011
Wachovia January 2007 - November 2007
Skills
Banking, Retail Banking, Credit, Loans, Commercial Banking, Mortgage Lending, Consumer Lending, Commercial Lending, Branch Banking, Small Business Lending, Cross Selling, Core Banking, Cash Management, Mortgage Banking, Loan Origination, Lines Of Credit, Credit Cards, Deposits, Residential Mortgages, Refinance, Internet Banking, Commercial Mortgages, Payments, Mortgage Underwriting, Financial Services, Finance, Financial Institutions, Banking Relationships, Underwriting, Portfolio Management, Team Building, Microsoft Office, Analysis, Customer Service
Education
Strayer University 2013 — 2015
Master of Business administration, Accounting and Finance
Fayetteville State University 1999 — 2004
Bachelor of Science (BS), Criminal Justice
Navigant February 2015 - Present
Strayer University November 2013 - January 2015
Bank of America April 2013 - October 2013
Wells Fargo Home Mortgage December 2012 - March 2013
Bank of America July 2011 - December 2012
Citi November 2007 - July 2011
Wachovia January 2007 - November 2007
Skills
Banking, Retail Banking, Credit, Loans, Commercial Banking, Mortgage Lending, Consumer Lending, Commercial Lending, Branch Banking, Small Business Lending, Cross Selling, Core Banking, Cash Management, Mortgage Banking, Loan Origination, Lines Of Credit, Credit Cards, Deposits, Residential Mortgages, Refinance, Internet Banking, Commercial Mortgages, Payments, Mortgage Underwriting, Financial Services, Finance, Financial Institutions, Banking Relationships, Underwriting, Portfolio Management, Team Building, Microsoft Office, Analysis, Customer Service
Education
Strayer University 2013 — 2015
Master of Business administration, Accounting and Finance
Fayetteville State University 1999 — 2004
Bachelor of Science (BS), Criminal Justice
Felicia White's Wachovia Experience June 2002 - September 2003
Job Document Reviewer
Industry Nonprofit Organization Management
Experience
American Red Cross October 2011 - Present
iQor December 2008 - March 2011
Wachovia June 2002 - September 2003
First Union June 2000 - June 2002
Skills
Problem Solving, Communication, Teamwork, Computer Proficiency, Customer Service, Encoding, Typing, Public Speaking, Team Building, Leadership, Research, Microsoft Office
Education
Everest University-South Orlando 2012 — 2014
Associate's degree, Computer and Information Sciences, General
American Red Cross October 2011 - Present
iQor December 2008 - March 2011
Wachovia June 2002 - September 2003
First Union June 2000 - June 2002
Skills
Problem Solving, Communication, Teamwork, Computer Proficiency, Customer Service, Encoding, Typing, Public Speaking, Team Building, Leadership, Research, Microsoft Office
Education
Everest University-South Orlando 2012 — 2014
Associate's degree, Computer and Information Sciences, General
Susan P. Rounds Susan P. Rounds's Wachovia Experience 2005 - 2009
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2015 - Present
NAEPC 2012 - Present
Wells Fargo 2005 - 2014
Wachovia 2005 - 2009
Family Office Exchange 2002 - 2004
Merrill Lynch Trust Company 2000 - 2002
Skills
Securities, Investments, Due Diligence, Mergers & Acquisitions, Wealth Management, Asset Management, Succession Planning, Alternative Investments, Asset Allocation, Financial Analysis, Financial Services, Hedge Funds, High Net Worth..., Investment Advisory, Management, Mutual Funds, Private Equity, Wealth Management...
Education
Emory University School of Law 1989 — 1991
Master of Laws (LL.M.), Tax Law/Taxation
The University of Georgia 1988 — 1988
Juris Doctor, Law
UT El Paso 1980 — 1985
Bachelor of Business Administration (BBA), Accounting, cum laude
Morgan Stanley 2015 - Present
NAEPC 2012 - Present
Wells Fargo 2005 - 2014
Wachovia 2005 - 2009
Family Office Exchange 2002 - 2004
Merrill Lynch Trust Company 2000 - 2002
Skills
Securities, Investments, Due Diligence, Mergers & Acquisitions, Wealth Management, Asset Management, Succession Planning, Alternative Investments, Asset Allocation, Financial Analysis, Financial Services, Hedge Funds, High Net Worth..., Investment Advisory, Management, Mutual Funds, Private Equity, Wealth Management...
Education
Emory University School of Law 1989 — 1991
Master of Laws (LL.M.), Tax Law/Taxation
The University of Georgia 1988 — 1988
Juris Doctor, Law
UT El Paso 1980 — 1985
Bachelor of Business Administration (BBA), Accounting, cum laude
John DiBenedetto's Wachovia Experience July 1999 - December 2001
Job Professor of Business Administration and Senior Fellow at The Conference Board
Industry Higher Education
Experience
The Conference Board April 2014 - Present
Strayer University College of Business March 2014 - Present
DeVry University Keller School of Business October 2012 - Present
Nova Southeastern University Huizenga School of Business & Entrepreneurship 1987 - Present
Advance Auto Parts (formerly CARQUEST Auto Parts / WORLDPAC Distribution) January 2008 - March 2014
Wal-Mart Stores, Inc. January 2005 - December 2007
University of Phoenix 2000 - 2006
Limited Brands 2001 - 2005
Wachovia July 1999 - December 2001
Wachovia Securities (formerly Prudential Securities) January 1997 - June 1999
Skills
Organizational..., Compensation, Talent Acquisition, Talent Management, Capability Builder, Mergers & Acquisitions, Change Champion, Human Capital, Performance Improvement, Performance Management, Asset Managment, Loss Prevention, Organizational Talent, Diversity & Inclusion, Labor Relations, Employee Relations, Employee Benefits, Employee Engagement, Employer Branding, Collective Bargaining, Onboarding, Mentoring, Team Building, Executive Coaching, Executive Management, Succession Planning, Total Rewards, Compliance, Compensation & Benefit, Retirement Benefits, Organizational Design, Mergers, Acquisition Integration, Due Diligence, Strategic Planning, Visionary Thinking, Influence At All Levels, Building Relationships, Blended Learning, Problem Solving, Timely Decision Making, Adaptability, Result Oriented, Higher Education, High Energy Level, Customer Oriented, Conflict Management, Business Acumen, Integrity, Deferred Compensation
Education
Nova Southeastern University 1988 — 1993
Doctor of Business Administration, Human Resources Management
Nova Southeastern University 1983 — 1985
M.B.A., Human Resources Management
Florida Atlantic University 1976 — 1980
B.B.A., Marketing and Accounting
Chaminade Catholic High School 1972 — 1976
High School Diploma, General Studies
The Conference Board April 2014 - Present
Strayer University College of Business March 2014 - Present
DeVry University Keller School of Business October 2012 - Present
Nova Southeastern University Huizenga School of Business & Entrepreneurship 1987 - Present
Advance Auto Parts (formerly CARQUEST Auto Parts / WORLDPAC Distribution) January 2008 - March 2014
Wal-Mart Stores, Inc. January 2005 - December 2007
University of Phoenix 2000 - 2006
Limited Brands 2001 - 2005
Wachovia July 1999 - December 2001
Wachovia Securities (formerly Prudential Securities) January 1997 - June 1999
Skills
Organizational..., Compensation, Talent Acquisition, Talent Management, Capability Builder, Mergers & Acquisitions, Change Champion, Human Capital, Performance Improvement, Performance Management, Asset Managment, Loss Prevention, Organizational Talent, Diversity & Inclusion, Labor Relations, Employee Relations, Employee Benefits, Employee Engagement, Employer Branding, Collective Bargaining, Onboarding, Mentoring, Team Building, Executive Coaching, Executive Management, Succession Planning, Total Rewards, Compliance, Compensation & Benefit, Retirement Benefits, Organizational Design, Mergers, Acquisition Integration, Due Diligence, Strategic Planning, Visionary Thinking, Influence At All Levels, Building Relationships, Blended Learning, Problem Solving, Timely Decision Making, Adaptability, Result Oriented, Higher Education, High Energy Level, Customer Oriented, Conflict Management, Business Acumen, Integrity, Deferred Compensation
Education
Nova Southeastern University 1988 — 1993
Doctor of Business Administration, Human Resources Management
Nova Southeastern University 1983 — 1985
M.B.A., Human Resources Management
Florida Atlantic University 1976 — 1980
B.B.A., Marketing and Accounting
Chaminade Catholic High School 1972 — 1976
High School Diploma, General Studies
Jeff Bentley Jeff Bentley's Wachovia Experience January 2000 - November 2008
Job Enterprise Mobility Architect at Research In Motion
Industry Information Technology and Services
Experience
BlackBerry August 2010 - Present
Research In Motion November 2008 - August 2010
Wachovia January 2000 - November 2008
CJT Technologies, Inc October 1997 - January 2000
Canada Trust May 1986 - October 1997
Canada Trust September 1982 - May 1986
Skills
Microsoft Exchange, Integration, Active Directory, Mobile Devices, Enterprise Mobility, Mobile Applications, Blackberry, JavaScript, Networking, Data Center, HTML 5, Lotus Notes, Cloud Computing, Infrastructure, Blackberry Enterprise..., Project Planning, Lotus Domino, Technical Support, Web Development, Mobile Technology, C#, Wireless, CSS, Architecture, Architectures
Education
Fanshawe College 1980 — 1982
IDCI 1975 — 1980
SSHGD
IDCI 1975 — 1980
BlackBerry August 2010 - Present
Research In Motion November 2008 - August 2010
Wachovia January 2000 - November 2008
CJT Technologies, Inc October 1997 - January 2000
Canada Trust May 1986 - October 1997
Canada Trust September 1982 - May 1986
Skills
Microsoft Exchange, Integration, Active Directory, Mobile Devices, Enterprise Mobility, Mobile Applications, Blackberry, JavaScript, Networking, Data Center, HTML 5, Lotus Notes, Cloud Computing, Infrastructure, Blackberry Enterprise..., Project Planning, Lotus Domino, Technical Support, Web Development, Mobile Technology, C#, Wireless, CSS, Architecture, Architectures
Education
Fanshawe College 1980 — 1982
IDCI 1975 — 1980
SSHGD
IDCI 1975 — 1980
Amy O'Grady's Wachovia Experience May 2008 - April 2011
Job Digital Marketing Social Media Specialist at Southeastern Grocers
Industry Marketing and Advertising
Experience
Southeastern Grocers March 2015 - Present
Driftwood BBQ June 2011 - Present
Tropic Heating & Air Conditioning, Inc April 2011 - Present
Wachovia May 2008 - April 2011
Wachovia, A Wells Fargo Company May 2008 - November 2010
Target November 2006 - May 2008
Stein Mart April 2006 - July 2006
Stein Mart March 2006 - April 2006
Caribbee Key May 2003 - January 2006
Skills
Social Branding, Pipeline Building, Brochure Development, Customer Service, Social Media Marketing, Brochures, Public Relations, Corporate Branding, Budgets, Strategy, Marketing, Analysis, Management, Advertising, Pipelines, Forecasting, Strategic Partnerships, Project Management, Time Management, Sales, Strategic Planning, Leadership, Inventory Management, Recruiting, Small Business, Marketing Strategy, Social Media, Online Marketing, B2B, Microsoft Office, Start-ups, Marketing Communications, Analytics, Social Networking, Food & Beverage, Product Development
Education
Florida State University 2005 — 2006
BS, Textiles and Consumer Sciences
Florida State University 2002 — 2006
2006Bachelor of Science, Textiles and Consumer Sciences; Apparel Design and Fashion Merchandising
Southeastern Grocers March 2015 - Present
Driftwood BBQ June 2011 - Present
Tropic Heating & Air Conditioning, Inc April 2011 - Present
Wachovia May 2008 - April 2011
Wachovia, A Wells Fargo Company May 2008 - November 2010
Target November 2006 - May 2008
Stein Mart April 2006 - July 2006
Stein Mart March 2006 - April 2006
Caribbee Key May 2003 - January 2006
Skills
Social Branding, Pipeline Building, Brochure Development, Customer Service, Social Media Marketing, Brochures, Public Relations, Corporate Branding, Budgets, Strategy, Marketing, Analysis, Management, Advertising, Pipelines, Forecasting, Strategic Partnerships, Project Management, Time Management, Sales, Strategic Planning, Leadership, Inventory Management, Recruiting, Small Business, Marketing Strategy, Social Media, Online Marketing, B2B, Microsoft Office, Start-ups, Marketing Communications, Analytics, Social Networking, Food & Beverage, Product Development
Education
Florida State University 2005 — 2006
BS, Textiles and Consumer Sciences
Florida State University 2002 — 2006
2006Bachelor of Science, Textiles and Consumer Sciences; Apparel Design and Fashion Merchandising
Lucious Taylor's Wachovia Experience May 2006 - 2009
Job Graduate Student at Yale University
Industry Religious Institutions
Experience
Wells Fargo 2010 - August 2012
Wachovia May 2006 - 2009
Wells Fargo May 2006 - February 2007
Skills
Leadership Development, Financial Analysis, Leadership, Public Speaking, Process Improvement, Microsoft Office, Data Analysis, Financial Modeling, Microsoft Excel, Strategic Planning, PowerPoint, Project Management, Customer Service, Banking, Analysis, Management
Education
Yale University 2012 — 2015
Master in Divinity, Religion/Religious Studies
Florida Agricultural and Mechanical University 2001 — 2005
Bachelor of Science (B.S.), Business administration
Wells Fargo 2010 - August 2012
Wachovia May 2006 - 2009
Wells Fargo May 2006 - February 2007
Skills
Leadership Development, Financial Analysis, Leadership, Public Speaking, Process Improvement, Microsoft Office, Data Analysis, Financial Modeling, Microsoft Excel, Strategic Planning, PowerPoint, Project Management, Customer Service, Banking, Analysis, Management
Education
Yale University 2012 — 2015
Master in Divinity, Religion/Religious Studies
Florida Agricultural and Mechanical University 2001 — 2005
Bachelor of Science (B.S.), Business administration
John Oldakowski's Wachovia Experience February 2006 - May 2010
Job Wells Fargo Business Development Commercial Banking John.Oldakowski@wellsfargo.com
Industry Banking
Experience
Wells Fargo May 2010 - Present
Wachovia February 2006 - May 2010
Fleet Bank 1999 - 2003
Summit Bank 1992 - 1998
Education
Fairleigh Dickinson University 1986 — 1990
MBA, Business
Kean University 1981 — 1985
bs, finance/ economics
St Peters Prep 1977 — 1981
Wells Fargo May 2010 - Present
Wachovia February 2006 - May 2010
Fleet Bank 1999 - 2003
Summit Bank 1992 - 1998
Education
Fairleigh Dickinson University 1986 — 1990
MBA, Business
Kean University 1981 — 1985
bs, finance/ economics
St Peters Prep 1977 — 1981
Philip Clark, CFP®'s Wachovia Experience August 2006 - April 2008
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
SPC Financial, Inc. / Independent Registered Investment Advisor/SEC January 2014 - Present
Raymond James July 2009 - January 2014
Eagle Asset Management May 2008 - May 2009
Wachovia August 2006 - April 2008
Skills
Investments, Wealth Management, Series 7, Retirement, Securities, Retirement Planning, Investment Advisory, Insurance, Financial Planning
Education
Florida State University 1997 — 2001
B.A., Economics, Macro Economics, Business Management
SPC Financial, Inc. / Independent Registered Investment Advisor/SEC January 2014 - Present
Raymond James July 2009 - January 2014
Eagle Asset Management May 2008 - May 2009
Wachovia August 2006 - April 2008
Skills
Investments, Wealth Management, Series 7, Retirement, Securities, Retirement Planning, Investment Advisory, Insurance, Financial Planning
Education
Florida State University 1997 — 2001
B.A., Economics, Macro Economics, Business Management
Denise Yarbrough Denise Yarbrough's Wachovia Experience August 2004 - May 2010
Job Rebate Analyst at Citi
Industry Banking
Experience
Citi February 2013 - Present
Citi January 2012 - February 2013
At Wells Fargo/ Wachovia Bank May 2010 - August 2011
Wachovia August 2004 - May 2010
Wachovia May 2003 - August 2004
Wachovia November 1997 - May 2003
Wachovia July 1995 - November 1997
Skills
Vendor Management, Software Documentation, Microsoft Excel, Customer Service, Banking, Leadership, Loans, Risk Management, Business Analysis, Financial Analysis, Team Leadership, Management, Analysis, Outlook, Program Management, Team Building, Performance Management, Call Centers, Credit, Accounting, Appraisals, Data Analysis, Strategic Planning, Project Management, Process Improvement, Logistics, Budgets, Operations Management, CRM, Coaching, Microsoft Word
Education
Florida Community College at Jacksonville 1992 — 1994
Associate Science Degree, Accounting Technology
Citi February 2013 - Present
Citi January 2012 - February 2013
At Wells Fargo/ Wachovia Bank May 2010 - August 2011
Wachovia August 2004 - May 2010
Wachovia May 2003 - August 2004
Wachovia November 1997 - May 2003
Wachovia July 1995 - November 1997
Skills
Vendor Management, Software Documentation, Microsoft Excel, Customer Service, Banking, Leadership, Loans, Risk Management, Business Analysis, Financial Analysis, Team Leadership, Management, Analysis, Outlook, Program Management, Team Building, Performance Management, Call Centers, Credit, Accounting, Appraisals, Data Analysis, Strategic Planning, Project Management, Process Improvement, Logistics, Budgets, Operations Management, CRM, Coaching, Microsoft Word
Education
Florida Community College at Jacksonville 1992 — 1994
Associate Science Degree, Accounting Technology
Barbara Middleton Barbara Middleton's Wachovia Experience 2002 - 2008
Job Senior Commercial Credit Officer Capital Bank
Industry Banking
Experience
Capital Bank - May 2012 - Present
RBC November 2008 - May 2012
Wachovia 2002 - 2008
Skills
Commercial Banking, Commercial Lending, Credit Analysis, Small Business Lending, Credit, Loans, Credit Risk, Underwriting, Retail Banking, Loan Origination, Banking, Asset Based Lending, Mortgage Lending, Portfolio Management, Consumer Lending, Lines Of Credit, Commercial Mortgages
Education
Florida International University
Bachelor of Business Administration, Finance
Capital Bank - May 2012 - Present
RBC November 2008 - May 2012
Wachovia 2002 - 2008
Skills
Commercial Banking, Commercial Lending, Credit Analysis, Small Business Lending, Credit, Loans, Credit Risk, Underwriting, Retail Banking, Loan Origination, Banking, Asset Based Lending, Mortgage Lending, Portfolio Management, Consumer Lending, Lines Of Credit, Commercial Mortgages
Education
Florida International University
Bachelor of Business Administration, Finance
Gardea Jaywhehgar Gardea Jaywhehgar's Wachovia Experience June 2007 - October 2007
Job Technology Support Analyst at North Carolina A&T State University
Industry Higher Education
Experience
North Carolina A&T State University October 2007 - Present
Wachovia June 2007 - October 2007
North Carolina A&T State University February 2006 - June 2007
Kellogg Brown and Roots December 2003 - May 2005
Skills
Technical Support, Visio, Higher Education, Windows 7, Windows XP, Active Directory, Troubleshooting, Data Analysis, Access, OS X, Windows, Computer Hardware, Technical Writing, VMware ESX, Windows 8, Windows server 2012..., SCCM 2007/2012, Microsoft Deployment..., Microsoft Windows..., Windows Server, HTML, Microsoft Office, SQL, SharePoint, Java
Education
University of North Carolina at Greensboro 2013 — 2016
Master's degree, Information Technology and Management
Fayetteville State University 1999 — 2002
Bachelor of Science, Computer Science
North Carolina A&T State University October 2007 - Present
Wachovia June 2007 - October 2007
North Carolina A&T State University February 2006 - June 2007
Kellogg Brown and Roots December 2003 - May 2005
Skills
Technical Support, Visio, Higher Education, Windows 7, Windows XP, Active Directory, Troubleshooting, Data Analysis, Access, OS X, Windows, Computer Hardware, Technical Writing, VMware ESX, Windows 8, Windows server 2012..., SCCM 2007/2012, Microsoft Deployment..., Microsoft Windows..., Windows Server, HTML, Microsoft Office, SQL, SharePoint, Java
Education
University of North Carolina at Greensboro 2013 — 2016
Master's degree, Information Technology and Management
Fayetteville State University 1999 — 2002
Bachelor of Science, Computer Science
Heather Rippstein Heather Rippstein's Wachovia Experience June 2003 - December 2005
Job Business Consultant II at Black Knight Financial Services
Industry Financial Services
Experience
Black Knight Financial Services May 2014 - Present
Black Knight Financial Services, a subsidiary of Fidelity National Financial, Inc. October 2012 - April 2014
Wells Fargo December 2005 - September 2012
Wachovia June 2003 - December 2005
Georgia Pacific August 1997 - May 2003
Sandalwood High School 1992 - 1993
Skills
Accounting, Microsoft Office, Outlook, Microsoft Excel, Access, Process Improvement, Banking, Financial Analysis, Business Analysis, Finance, Leadership, Credit, Risk Management, Vendor Management, Analysis, Management, Business Process..., Project Management, Financial Services, SharePoint
Education
Florida State College at Jacksonville 1993 — 1995
Associate of Arts (AA), Finance and Music
Black Knight Financial Services May 2014 - Present
Black Knight Financial Services, a subsidiary of Fidelity National Financial, Inc. October 2012 - April 2014
Wells Fargo December 2005 - September 2012
Wachovia June 2003 - December 2005
Georgia Pacific August 1997 - May 2003
Sandalwood High School 1992 - 1993
Skills
Accounting, Microsoft Office, Outlook, Microsoft Excel, Access, Process Improvement, Banking, Financial Analysis, Business Analysis, Finance, Leadership, Credit, Risk Management, Vendor Management, Analysis, Management, Business Process..., Project Management, Financial Services, SharePoint
Education
Florida State College at Jacksonville 1993 — 1995
Associate of Arts (AA), Finance and Music
Scott Sklar Scott Sklar's Wachovia Experience November 2005 - March 2007
Job Senior Brand Partner at foursquare
Industry Marketing and Advertising
Experience
Foursquare July 2014 - Present
Hipcricket January 2013 - July 2014
appssavvy May 2012 - December 2012
CBS Interactive March 2011 - April 2012
ChaCha March 2009 - March 2011
Atrinsic, Inc. March 2007 - March 2009
Wachovia November 2005 - March 2007
Ameriquest Mortgage Company May 2002 - November 2005
Skills
Email Marketing, Mobile Marketing, SEM, Display Advertising, Digital Media, Advertising, SEO, Account Management, Ad Networks, Affiliate Marketing, Sales, Online Marketing, Mobile Devices, Online Advertising, Mobile Internet, Mobile Advertising, PPC, Strategy, Rich Media, Digital Strategy, Interactive Advertising, Direct Marketing, Start-ups, Sales Presentations, Mobile Strategy, Digital Marketing, Social Media, Management, Interactive Marketing, Social Media Marketing, Integrated Marketing, CRM, Marketing Strategy, Leadership
Education
Florida International University 1998 — 2005
Bachelor's Degree, Marketing/Marketing Management, General
Florida International University - College of Business 1998 — 2005
Marketing/Marketing Management, General
Foursquare July 2014 - Present
Hipcricket January 2013 - July 2014
appssavvy May 2012 - December 2012
CBS Interactive March 2011 - April 2012
ChaCha March 2009 - March 2011
Atrinsic, Inc. March 2007 - March 2009
Wachovia November 2005 - March 2007
Ameriquest Mortgage Company May 2002 - November 2005
Skills
Email Marketing, Mobile Marketing, SEM, Display Advertising, Digital Media, Advertising, SEO, Account Management, Ad Networks, Affiliate Marketing, Sales, Online Marketing, Mobile Devices, Online Advertising, Mobile Internet, Mobile Advertising, PPC, Strategy, Rich Media, Digital Strategy, Interactive Advertising, Direct Marketing, Start-ups, Sales Presentations, Mobile Strategy, Digital Marketing, Social Media, Management, Interactive Marketing, Social Media Marketing, Integrated Marketing, CRM, Marketing Strategy, Leadership
Education
Florida International University 1998 — 2005
Bachelor's Degree, Marketing/Marketing Management, General
Florida International University - College of Business 1998 — 2005
Marketing/Marketing Management, General
Elizabeth Arevalo, MBA Elizabeth Arevalo, MBA's Wachovia Experience January 2003 - October 2008
Job Vice President, Marketing and Media Relations at Business Development Board of Palm Beach County
Industry Marketing and Advertising
Experience
Business Development Board of Palm Beach County September 2011 - Present
West Palm Beach Library Foundation January 2009 - December 2010
WACHOVIA January 2003 - October 2008
Wachovia January 2000 - January 2003
Wachovia January 1998 - January 2000
1st United Bank (acquired by Wachovia) January 1997 - January 1998
Island National Bank and Trust (acquired by 1st United Bank) February 1995 - January 1997
Skills
Strategy, Leadership, Management, Nonprofits, Program Management, Market Research, Community Development, Sales, Analysis, Project Management, Sponsorship
Education
Florida Atlantic University 2001 — 2004
MBA, Executive MBA
State University of New York College at Buffalo
BA, Psychology
Business Development Board of Palm Beach County September 2011 - Present
West Palm Beach Library Foundation January 2009 - December 2010
WACHOVIA January 2003 - October 2008
Wachovia January 2000 - January 2003
Wachovia January 1998 - January 2000
1st United Bank (acquired by Wachovia) January 1997 - January 1998
Island National Bank and Trust (acquired by 1st United Bank) February 1995 - January 1997
Skills
Strategy, Leadership, Management, Nonprofits, Program Management, Market Research, Community Development, Sales, Analysis, Project Management, Sponsorship
Education
Florida Atlantic University 2001 — 2004
MBA, Executive MBA
State University of New York College at Buffalo
BA, Psychology
Carl Markman Carl Markman's Wachovia Experience 1993 - October 2003
Job Director of National Sales at REMN Wholesale
Industry Banking
Experience
REMN Wholesale October 2008 - Present
Wachovia Mortgage 1993 - October 2008
Wachovia Bank 1993 - 2008
World Savings 1993 - 2006
Wachovia 1993 - October 2003
GMAC 1988 - 1993
Skills
Cross-functional Team..., Leadership, Process Improvement, Management, New Business Development, Marketing, Strategic Planning, Team Leadership, Account Management, Negotiation, Training, Customer Service, Banking, Public Speaking, Credit, Mortgage Banking, Forecasting, Coaching, Recruiting, Refinance, Sales Operations, Analysis, Sales Management, FHA, Mortgage Lending, Loans, B2B, CRM, Sales, Loan Origination, Team Building, Budgets, Sales Process, Residential Mortgages, Retail, Risk Management, Executive Management, FHA financing, Loss Mitigation, Team Management, Commercial Mortgages, VA loans, Selling, Reverse Mortgages, Commercial Lending, USDA, Business Development, Finance, Mortgage Underwriting, Time Management
Education
Fairleigh Dickinson University 1983 — 1988
Bachelor of science, Finance, Management
School
Bachelor of Applied Science (BASc), Finance
REMN Wholesale October 2008 - Present
Wachovia Mortgage 1993 - October 2008
Wachovia Bank 1993 - 2008
World Savings 1993 - 2006
Wachovia 1993 - October 2003
GMAC 1988 - 1993
Skills
Cross-functional Team..., Leadership, Process Improvement, Management, New Business Development, Marketing, Strategic Planning, Team Leadership, Account Management, Negotiation, Training, Customer Service, Banking, Public Speaking, Credit, Mortgage Banking, Forecasting, Coaching, Recruiting, Refinance, Sales Operations, Analysis, Sales Management, FHA, Mortgage Lending, Loans, B2B, CRM, Sales, Loan Origination, Team Building, Budgets, Sales Process, Residential Mortgages, Retail, Risk Management, Executive Management, FHA financing, Loss Mitigation, Team Management, Commercial Mortgages, VA loans, Selling, Reverse Mortgages, Commercial Lending, USDA, Business Development, Finance, Mortgage Underwriting, Time Management
Education
Fairleigh Dickinson University 1983 — 1988
Bachelor of science, Finance, Management
School
Bachelor of Applied Science (BASc), Finance
Alexa Escalona Alexa Escalona's Wachovia Experience March 2007 - October 2008
Job Newsroom Editor at Business Wire
Industry Online Media
Experience
South Florida Educational Federal Credit Union July 2015 - Present
Business Wire January 2014 - April 2015
Forever 21 March 2013 - August 2013
Winston Retail Solutions November 2012 - December 2012
FirstBank Florida October 2011 - January 2012
BankAtlantic February 2010 - August 2011
Barfield Inc May 2009 - December 2009
Wachovia March 2007 - October 2008
Coach August 2006 - March 2007
Skills
Speak, read and write..., type 41 wpm, Microsoft Word,..., Microsoft Excel, Telephone Skills, Filing, Fax, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, English, Windows, Sales, Outlook, Retail, Inventory Management, Leadership
Education
Florida International University 2008 — 2013
Bachelor of Science, Journalism and Mass Communications
Miami Dade College 2006 — 2008
Associate of Arts, Journalism and Mass Communications
Florida Christian School 1994 — 2006
High School Diploma
South Florida Educational Federal Credit Union July 2015 - Present
Business Wire January 2014 - April 2015
Forever 21 March 2013 - August 2013
Winston Retail Solutions November 2012 - December 2012
FirstBank Florida October 2011 - January 2012
BankAtlantic February 2010 - August 2011
Barfield Inc May 2009 - December 2009
Wachovia March 2007 - October 2008
Coach August 2006 - March 2007
Skills
Speak, read and write..., type 41 wpm, Microsoft Word,..., Microsoft Excel, Telephone Skills, Filing, Fax, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, English, Windows, Sales, Outlook, Retail, Inventory Management, Leadership
Education
Florida International University 2008 — 2013
Bachelor of Science, Journalism and Mass Communications
Miami Dade College 2006 — 2008
Associate of Arts, Journalism and Mass Communications
Florida Christian School 1994 — 2006
High School Diploma
Mitzi Kendrick Mitzi Kendrick's Wachovia Experience 2004 - 2007
Job Director of Business Architecture and Redesign
Industry Banking
Experience
Wells Fargo 2007 - Present
Wachovia 2004 - 2007
Wachovia 1999 - 2004
First Union National Bank 1993 - 1998
Skills
Six Sigma, Banking, Risk Management, Financial Services, Process Improvement, Relationship Management, Change Management, Business Process..., Program Management, Strategic Planning, Customer Experience, Cross-functional Team..., Call Center, Mergers, Leadership, Credit Cards, Retail Banking, Business Analysis, Operational Excellence, Project Management, Performance Management, PMO, Strategy, Mergers & Acquisitions, Call Centers, Operations Management, Credit, Management, Process Engineering, Sales, Vendor Management, Executive Management, Portfolio Management, Management Consulting, Analysis, Outsourcing, Financial Analysis, Marketing
Education
Ferrum College 1989 — 1993
B.S., Business
Wells Fargo 2007 - Present
Wachovia 2004 - 2007
Wachovia 1999 - 2004
First Union National Bank 1993 - 1998
Skills
Six Sigma, Banking, Risk Management, Financial Services, Process Improvement, Relationship Management, Change Management, Business Process..., Program Management, Strategic Planning, Customer Experience, Cross-functional Team..., Call Center, Mergers, Leadership, Credit Cards, Retail Banking, Business Analysis, Operational Excellence, Project Management, Performance Management, PMO, Strategy, Mergers & Acquisitions, Call Centers, Operations Management, Credit, Management, Process Engineering, Sales, Vendor Management, Executive Management, Portfolio Management, Management Consulting, Analysis, Outsourcing, Financial Analysis, Marketing
Education
Ferrum College 1989 — 1993
B.S., Business
Robert Lechtenberg Robert Lechtenberg's Wachovia Experience October 1991 - February 2009
Job Vice President Quality Control at SWBC Mortgage
Industry Banking
Experience
SWBC Mortgage October 2012 - Present
Wells Fargo Home Mortgage June 2010 - October 2012
Wells Fargo March 2009 - May 2010
Wachovia October 1991 - February 2009
Wachovia 2001 - December 2008
Education
Florida Atlantic University 1987 — 1991
Bachelor of Business Administration (BBA), Finance, General
SWBC Mortgage October 2012 - Present
Wells Fargo Home Mortgage June 2010 - October 2012
Wells Fargo March 2009 - May 2010
Wachovia October 1991 - February 2009
Wachovia 2001 - December 2008
Education
Florida Atlantic University 1987 — 1991
Bachelor of Business Administration (BBA), Finance, General
Elisha Freeman Elisha Freeman's Wachovia Experience May 2003 - December 2008
Job Retail Sales Leader, VP
Industry Banking
Experience
First South Bank February 2014 - Present
Wells Fargo January 2009 - January 2014
Wachovia May 2003 - December 2008
Skills
Knowledgeable in..., Banking, Consumer Lending, Credit, Retail Banking, Credit Analysis, Small Business Lending, Commercial Banking, Commercial Lending, Loan Origination, Loans, Leadership, Finance, Mortgage Lending, Risk Management, Customer Service
Education
Fayetteville State University 1999 — 2003
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Fayetteville State University B.S Banking and Finance May 2003 1999 — 2003
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Plymouth High School 1995 — 1999
Plymouth High School
First South Bank February 2014 - Present
Wells Fargo January 2009 - January 2014
Wachovia May 2003 - December 2008
Skills
Knowledgeable in..., Banking, Consumer Lending, Credit, Retail Banking, Credit Analysis, Small Business Lending, Commercial Banking, Commercial Lending, Loan Origination, Loans, Leadership, Finance, Mortgage Lending, Risk Management, Customer Service
Education
Fayetteville State University 1999 — 2003
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Fayetteville State University B.S Banking and Finance May 2003 1999 — 2003
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Plymouth High School 1995 — 1999
Plymouth High School
Jose Nine's Wachovia Experience July 2006 - November 2008
Job VP Marketing Product Innovation and Market Reseach Leader
Industry Banking
Experience
Synchrony Financial (formerly GE Capital Retail Bank) December 2010 - Present
Fifth Third Bank January 2009 - December 2010
Wachovia July 2006 - November 2008
MBNA (now Bank of America) June 2003 - May 2006
Capital One 2000 - 2003
Popular Communirty Bank 1996 - 2000
Skills
Strategy, Web Analytics, Direct Mail, Marketing Strategy, Retail Banking, Segmentation, Market Research, Creative Direction, Mortgage Lending, Direct Marketing, Email Marketing, Marketing Management, Marketing Research, Advertising, Financial Services, Leadership, Marketing, Loans, Analytics, Marketing Communications, B2B, Integrated Marketing, Market Planning, Relationship Marketing, Product Development, Strategic Planning, Management, Cross-functional Team...
Education
Harvard University
Financial Services Marketing & Management
Florida State University
MA, Marketing and Business Communications
Universidad de Puerto Rico
BA, Advertising and Public Relations
Synchrony Financial (formerly GE Capital Retail Bank) December 2010 - Present
Fifth Third Bank January 2009 - December 2010
Wachovia July 2006 - November 2008
MBNA (now Bank of America) June 2003 - May 2006
Capital One 2000 - 2003
Popular Communirty Bank 1996 - 2000
Skills
Strategy, Web Analytics, Direct Mail, Marketing Strategy, Retail Banking, Segmentation, Market Research, Creative Direction, Mortgage Lending, Direct Marketing, Email Marketing, Marketing Management, Marketing Research, Advertising, Financial Services, Leadership, Marketing, Loans, Analytics, Marketing Communications, B2B, Integrated Marketing, Market Planning, Relationship Marketing, Product Development, Strategic Planning, Management, Cross-functional Team...
Education
Harvard University
Financial Services Marketing & Management
Florida State University
MA, Marketing and Business Communications
Universidad de Puerto Rico
BA, Advertising and Public Relations
John Melcher's Wachovia Experience June 2008 - October 2008
Job Vice President, Organization Effectiveness at AmerisourceBergen
Industry Pharmaceuticals
Experience
AmerisourceBergen September 2010 - Present
TD Bank April 2009 - September 2010
Wachovia June 2008 - October 2008
Wachovia September 2005 - May 2008
Wachovia January 2004 - August 2005
Skills
Performance Management, Leadership Development, SDLC, Organizational..., Deferred Compensation, Onboarding, Leadership, Succession Planning, Change Management, Talent Management, Employee Engagement, Mergers, Project Management, Organizational..., Personnel Management, Training, Human Resources, Recruiting, Employee Training, Mergers & Acquisitions, Coaching, Management, Training Delivery, Executive Coaching, Strategy, Program Management, Risk Management, Staff Development, Hiring, Workforce Planning, Talent Acquisition, Process Improvement, Vendor Management, Organizational Design, Human Capital, Employee Relations, Acquisition Integration, Incentive Programs, HRIS, HR Transformation
Education
Pfeiffer University 2000 — 2002
Master of Science in Leadership and Organizational Change, Organization Development (OD)
Florida Atlantic University 1979 — 1981
BBA, General Business
AmerisourceBergen September 2010 - Present
TD Bank April 2009 - September 2010
Wachovia June 2008 - October 2008
Wachovia September 2005 - May 2008
Wachovia January 2004 - August 2005
Skills
Performance Management, Leadership Development, SDLC, Organizational..., Deferred Compensation, Onboarding, Leadership, Succession Planning, Change Management, Talent Management, Employee Engagement, Mergers, Project Management, Organizational..., Personnel Management, Training, Human Resources, Recruiting, Employee Training, Mergers & Acquisitions, Coaching, Management, Training Delivery, Executive Coaching, Strategy, Program Management, Risk Management, Staff Development, Hiring, Workforce Planning, Talent Acquisition, Process Improvement, Vendor Management, Organizational Design, Human Capital, Employee Relations, Acquisition Integration, Incentive Programs, HRIS, HR Transformation
Education
Pfeiffer University 2000 — 2002
Master of Science in Leadership and Organizational Change, Organization Development (OD)
Florida Atlantic University 1979 — 1981
BBA, General Business
Darren Brooks, Ph.D. Darren Brooks, Ph.D.'s Wachovia Experience 2004 - 2005
Job Deputy Secretary, Workforce Management at Florida Department of Management Services
Industry Human Resources
Experience
Florida Department of Management Services November 2012 - Present
Department of Children and Families October 2011 - December 2012
Department of Children and Families March 2011 - September 2011
Department of Children and Families 2009 - February 2011
Florida Department of Children and Families August 2007 - December 2008
Hewitt Associates 2005 - 2007
Wachovia 2004 - 2005
Florida State University 2002 - 2003
Wachovia 1997 - 2003
Barnett Bank 1995 - 1997
Skills
Leadership Development, Change Management, Strategic Planning, Program Evaluation, Performance Improvement, Analysis, Performance Consulting, Needs Analysis, Organizational..., Staff Development, Performance Management, Organizational..., Learning Management, Instructional Design, Coaching, E-Learning, Project Management, Leadership, Blended Learning, Training, Program Management, Management Consulting, Curriculum Design, Employee Training, Adult Education, Workshop Facilitation, Research, Team Building, Human Resources, Talent Management, Personnel Management, Succession Planning, Talent Acquisition, Recruiting, Management, HRIS, Project Planning, Policy, Employee Benefits, HR Consulting, Strategy, Employee Engagement, Employee Relations, Budgets, Training Delivery, Conflict Resolution, Government, Career Development, Career Counseling, Resume Writing
Education
Florida State University 2004 — 2009
Ph.D., Instructional Systems and Organizational Behavior
Florida State University 2000 — 2002
Masters, Instructional Systems
Florida Department of Management Services November 2012 - Present
Department of Children and Families October 2011 - December 2012
Department of Children and Families March 2011 - September 2011
Department of Children and Families 2009 - February 2011
Florida Department of Children and Families August 2007 - December 2008
Hewitt Associates 2005 - 2007
Wachovia 2004 - 2005
Florida State University 2002 - 2003
Wachovia 1997 - 2003
Barnett Bank 1995 - 1997
Skills
Leadership Development, Change Management, Strategic Planning, Program Evaluation, Performance Improvement, Analysis, Performance Consulting, Needs Analysis, Organizational..., Staff Development, Performance Management, Organizational..., Learning Management, Instructional Design, Coaching, E-Learning, Project Management, Leadership, Blended Learning, Training, Program Management, Management Consulting, Curriculum Design, Employee Training, Adult Education, Workshop Facilitation, Research, Team Building, Human Resources, Talent Management, Personnel Management, Succession Planning, Talent Acquisition, Recruiting, Management, HRIS, Project Planning, Policy, Employee Benefits, HR Consulting, Strategy, Employee Engagement, Employee Relations, Budgets, Training Delivery, Conflict Resolution, Government, Career Development, Career Counseling, Resume Writing
Education
Florida State University 2004 — 2009
Ph.D., Instructional Systems and Organizational Behavior
Florida State University 2000 — 2002
Masters, Instructional Systems
Kerry Davids's Wachovia Experience 2004 - 2005
Job Informix IT Developer at International Bonded Couriers, Inc.
Industry Information Technology and Services
Experience
International Bonded Couriers, Inc. August 2013 - Present
Davids Negron Int'l, Inc. September 2009 - Present
The Academy of South Florida November 2013 - Present
IBM Global Services October 2011 - August 2013
Zu Industries, Inc. March 2011 - August 2011
The Academy of South Florida February 2010 - March 2011
Affiliated Computer Services October 2008 - April 2009
Davids Negrón Int'l, Inc April 1986 - October 2008
EDS, an HP Company 2007 - 2007
Wachovia 2004 - 2005
Skills
Unix, Databases, Oracle, Software Development, SQL, Data Warehousing, .NET, Linux, Software Documentation, Perl, Business Process, SharePoint, Solaris, Informix, Unix Shell Scripting, Testing, C, Requirements Analysis, Servers, Java, ASP.NET, Integration, SDLC, Database Design, Process Improvement, Requirements Gathering, Technical Presentations, Visio, Architectures, Delivering Technical..., Systems Analysis, AIX, Relational Databases, Analysis, C#, JavaScript, CSS, Informix 4GL, Design Documents, CSS3, Technical Training, Architecture
Education
The Academy of South Florida 2009 — 2010
Farmingdale State College 1977 — 1978
AAS, Data Processing
United States Military Academy at West Point 1974 — 1975
St. John The Baptist DHS
International Bonded Couriers, Inc. August 2013 - Present
Davids Negron Int'l, Inc. September 2009 - Present
The Academy of South Florida November 2013 - Present
IBM Global Services October 2011 - August 2013
Zu Industries, Inc. March 2011 - August 2011
The Academy of South Florida February 2010 - March 2011
Affiliated Computer Services October 2008 - April 2009
Davids Negrón Int'l, Inc April 1986 - October 2008
EDS, an HP Company 2007 - 2007
Wachovia 2004 - 2005
Skills
Unix, Databases, Oracle, Software Development, SQL, Data Warehousing, .NET, Linux, Software Documentation, Perl, Business Process, SharePoint, Solaris, Informix, Unix Shell Scripting, Testing, C, Requirements Analysis, Servers, Java, ASP.NET, Integration, SDLC, Database Design, Process Improvement, Requirements Gathering, Technical Presentations, Visio, Architectures, Delivering Technical..., Systems Analysis, AIX, Relational Databases, Analysis, C#, JavaScript, CSS, Informix 4GL, Design Documents, CSS3, Technical Training, Architecture
Education
The Academy of South Florida 2009 — 2010
Farmingdale State College 1977 — 1978
AAS, Data Processing
United States Military Academy at West Point 1974 — 1975
St. John The Baptist DHS
Howard Huntley Howard Huntley's Wachovia Experience April 2007 - June 2007
Job Global Security group
Industry Investment Banking
Experience
Merrill Lynch June 2009 - Present
Convergys, National Command Center June 2009 - Present
Marrell Lynch May 2009 - September 2009
Beeline(MPS Group) August 2007 - May 2008
Convergys 2001 - 2008
Wachovia April 2007 - June 2007
Converges December 2001 - January 2007
Bank of America June 2004 - September 2004
JEA 1996 - 2001
JEA(Jacksonville Electric Authority) Micro August 1996 - February 2000
Education
University of North Florida 1987 — 1991
none, Electronics Engineering Technology
Florida State College at Jacksonville 1980 — 1982
AS, X-Ray/Electronics Engineering Technology
Florida Community College at Jacksonville Florida
Associate in Science, Electronics, X-Ray Engineering Technology; Digital Photography
University of North Florida
School, Engineering Technology; Electronic Engineering Technology
Merrill Lynch June 2009 - Present
Convergys, National Command Center June 2009 - Present
Marrell Lynch May 2009 - September 2009
Beeline(MPS Group) August 2007 - May 2008
Convergys 2001 - 2008
Wachovia April 2007 - June 2007
Converges December 2001 - January 2007
Bank of America June 2004 - September 2004
JEA 1996 - 2001
JEA(Jacksonville Electric Authority) Micro August 1996 - February 2000
Education
University of North Florida 1987 — 1991
none, Electronics Engineering Technology
Florida State College at Jacksonville 1980 — 1982
AS, X-Ray/Electronics Engineering Technology
Florida Community College at Jacksonville Florida
Associate in Science, Electronics, X-Ray Engineering Technology; Digital Photography
University of North Florida
School, Engineering Technology; Electronic Engineering Technology
Cecilia Perez's Wachovia Experience May 2008 - July 2009
Job Texaco Brand Manager at Chevron
Industry Oil & Energy
Experience
Chevron March 2015 - Present
Pro Bono Volunteer Taproot Foundation November 2011 - Present
Chevron September 2013 - March 2015
Wells Fargo July 2009 - August 2013
Wachovia May 2008 - July 2009
Wachovia Corporation March 2007 - April 2008
Citibank January 2004 - February 2007
Citibank January 2003 - December 2004
Citibank 2003 - 2003
Grupo Reid Co 2000 - 2002
Skills
Direct Marketing, Strategic Planning
Education
Florida International University 2002 — 2004
MBA, Marketing / Strategy
Chevron March 2015 - Present
Pro Bono Volunteer Taproot Foundation November 2011 - Present
Chevron September 2013 - March 2015
Wells Fargo July 2009 - August 2013
Wachovia May 2008 - July 2009
Wachovia Corporation March 2007 - April 2008
Citibank January 2004 - February 2007
Citibank January 2003 - December 2004
Citibank 2003 - 2003
Grupo Reid Co 2000 - 2002
Skills
Direct Marketing, Strategic Planning
Education
Florida International University 2002 — 2004
MBA, Marketing / Strategy
Jordan Bonnema Jordan Bonnema's Wachovia Experience September 2007 - November 2008
Job Prefunder Operations Associate at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase August 2009 - Present
Wachovia September 2007 - November 2008
World Savings April 2004 - September 2007
Education
Florida International University
BA, Businees Management and Marketing
JPMorgan Chase August 2009 - Present
Wachovia September 2007 - November 2008
World Savings April 2004 - September 2007
Education
Florida International University
BA, Businees Management and Marketing
Carl B. Parnell, Jr. Carl B. Parnell, Jr.'s Wachovia Experience April 2000 - May 2004
Job Mortgage Loan Consultant at Watson Mortgage Corporation
Industry Banking
Experience
Watson Mortgage Corporation November 2008 - Present
Watson Realty Corp 2001 - Present
Watson Realty Corp 2001 - Present
SunTrust Mortgage Inc November 2007 - November 2008
Countrywide Home Loans May 2004 - November 2007
Countrywide KB Home Loans 2003 - 2007
wachovia April 2000 - May 2004
wachovia Mortgage 2000 - 2004
Wachovia 1986 - 2004
First Union Mortgage 1992 - 2000
Education
Florida State College at Jacksonville 1979 — 1981
Robert E Lee High School 1976 — 1979
Watson Mortgage Corporation November 2008 - Present
Watson Realty Corp 2001 - Present
Watson Realty Corp 2001 - Present
SunTrust Mortgage Inc November 2007 - November 2008
Countrywide Home Loans May 2004 - November 2007
Countrywide KB Home Loans 2003 - 2007
wachovia April 2000 - May 2004
wachovia Mortgage 2000 - 2004
Wachovia 1986 - 2004
First Union Mortgage 1992 - 2000
Education
Florida State College at Jacksonville 1979 — 1981
Robert E Lee High School 1976 — 1979
Brandy Mustain's Wachovia Experience January 1996 - December 2003
Job Vice President Business Development at Flagler Bank
Industry Banking
Experience
Flagler Bank September 2007 - Present
Ironstone Bank January 2007 - June 2007
Bank of Florida August 2006 - January 2007
First Southern Bank September 2005 - August 2006
Bank of America December 2003 - September 2005
Wachovia January 1996 - December 2003
Education
Florida Atlantic University 1980 — 1986
BS, Economics & Finance
Flagler Bank September 2007 - Present
Ironstone Bank January 2007 - June 2007
Bank of Florida August 2006 - January 2007
First Southern Bank September 2005 - August 2006
Bank of America December 2003 - September 2005
Wachovia January 1996 - December 2003
Education
Florida Atlantic University 1980 — 1986
BS, Economics & Finance
Jerrett Graham Jerrett Graham's Wachovia Experience January 2006 - January 2007
Job Accounts Receivable Coordinator at Lexicon Relocation
Industry Banking
Experience
Lexicon Relocation August 2015 - Present
Pontoon Solutions November 2013 - August 2015
Wells Fargo January 2007 - July 2013
Wachovia January 2006 - January 2007
Wachovia January 2004 - January 2006
Skills
Finance, Management, Accounts Receivable, Auditing, Accounts Payable, Analysis, Accounting, Account Reconciliation, Invoicing, Mergers & Acquisitions, Internal Audit, Loans, Customer Service, Problem Solving, Leadership, Microsoft Office, Team Building, Process Improvement, Banking, Mergers, Solid computer skills, Oral & Written..., Concur
Education
Florida State College at Jacksonville 2004 — 2006
Associate of Science (A.S.), Business Administration and Management, General
Florida State College at Jacksonville 2004 — 2006
Associate of Arts (A.A.), General Studies
Lexicon Relocation August 2015 - Present
Pontoon Solutions November 2013 - August 2015
Wells Fargo January 2007 - July 2013
Wachovia January 2006 - January 2007
Wachovia January 2004 - January 2006
Skills
Finance, Management, Accounts Receivable, Auditing, Accounts Payable, Analysis, Accounting, Account Reconciliation, Invoicing, Mergers & Acquisitions, Internal Audit, Loans, Customer Service, Problem Solving, Leadership, Microsoft Office, Team Building, Process Improvement, Banking, Mergers, Solid computer skills, Oral & Written..., Concur
Education
Florida State College at Jacksonville 2004 — 2006
Associate of Science (A.S.), Business Administration and Management, General
Florida State College at Jacksonville 2004 — 2006
Associate of Arts (A.A.), General Studies
Daneene Marien, PHR's Wachovia Experience January 2004 - May 2006
Job Project Manager at ACTS: Applications Consulting Training Solutions, Inc.
Industry Financial Services
Experience
ACTS: Applications Consulting Training Solutions, Inc. June 2015 - Present
DocuTech February 2013 - June 2015
JP Morgan Chase May 2011 - February 2013
Lender Processing Services April 2009 - May 2011
Thought Leadership Institute June 2008 - December 2009
Edible Arrangements May 2006 - December 2009
Wachovia January 2004 - May 2006
Wachovia, A Wells Fargo Company March 2001 - January 2004
Wachovia, A Wells Fargo Company June 1999 - March 2001
Modis/Accustaff 1996 - 1999
Skills
Sourcing, Project Management, Human Resources, CRM, Vendor Management, Recruiting, Talent Acquisition, Process Improvement, Applicant Tracking..., Temporary Placement, Talent Management, Business Analysis, Technical Recruiting, Performance Management, Onboarding
Education
Flagler College 1990 — 1994
BA
ACTS: Applications Consulting Training Solutions, Inc. June 2015 - Present
DocuTech February 2013 - June 2015
JP Morgan Chase May 2011 - February 2013
Lender Processing Services April 2009 - May 2011
Thought Leadership Institute June 2008 - December 2009
Edible Arrangements May 2006 - December 2009
Wachovia January 2004 - May 2006
Wachovia, A Wells Fargo Company March 2001 - January 2004
Wachovia, A Wells Fargo Company June 1999 - March 2001
Modis/Accustaff 1996 - 1999
Skills
Sourcing, Project Management, Human Resources, CRM, Vendor Management, Recruiting, Talent Acquisition, Process Improvement, Applicant Tracking..., Temporary Placement, Talent Management, Business Analysis, Technical Recruiting, Performance Management, Onboarding
Education
Flagler College 1990 — 1994
BA
Gloria Diaz, CPC's Wachovia Experience 1996 - 1998
Job Bus Info Developer Consultant at Anthem, Inc.
Industry Hospital & Health Care
Experience
Anthem, Inc. October 2014 - Present
Amerigroup Corporation November 2010 - October 2014
Administrative Offices of the US Courts June 2010 - November 2010
Orange Cty Clerk of Courts August 2005 - June 2010
Court Specialist, Inc. 1999 - 2005
Wachovia 1996 - 1998
Florida Power & Light 1983 - 1991
Skills
Visio, Microsoft Office, SSIS, Healthcare Information..., SharePoint, Microsoft SQL Server, Healthcare Management, Medicaid, Databases, SQL, Crystal Reports, Business Analysis, Oracle, Requirements Analysis, ETL, SSRS, Access, Database Design, XML, Business Intelligence, Web Services, Data Warehousing, VB.NET
Education
Florida International University - College of Business Administration 1981 — 1983
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Anthem, Inc. October 2014 - Present
Amerigroup Corporation November 2010 - October 2014
Administrative Offices of the US Courts June 2010 - November 2010
Orange Cty Clerk of Courts August 2005 - June 2010
Court Specialist, Inc. 1999 - 2005
Wachovia 1996 - 1998
Florida Power & Light 1983 - 1991
Skills
Visio, Microsoft Office, SSIS, Healthcare Information..., SharePoint, Microsoft SQL Server, Healthcare Management, Medicaid, Databases, SQL, Crystal Reports, Business Analysis, Oracle, Requirements Analysis, ETL, SSRS, Access, Database Design, XML, Business Intelligence, Web Services, Data Warehousing, VB.NET
Education
Florida International University - College of Business Administration 1981 — 1983
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Doug Caldwell Doug Caldwell's Wachovia Experience September 2003 - December 2008
Job Talent Planning & Development Communications Consultant at Wells Fargo
Industry Public Relations and Communications
Experience
Wells Fargo November 2013 - Present
Wells Fargo January 2009 - November 2013
Wachovia September 2003 - December 2008
Luquire George Andrews 2000 - 2003
Catawba Lands Conservancy 1998 - 2000
Skills
Internal Communications, Media Relations, Social Media, Strategic Communications, Corporate Communications, Marketing Communications, Crisis Communications, Public Relations, Crisis Management, Digital Marketing, Social Media Marketing, Email Marketing, Communication Training, Press Releases, Blogging, Content Strategy, Strategy, Content Management, Integrated Marketing, Newsletters, Content Development, Copywriting, Publicity, Brand Development, Reputation Management, Communications Planning, Digital Media, Speech Writing
Education
Florida Southern College 1994 — 1998
B.A., Mass Communications – Concentration in print and broadcast journalism
Wells Fargo November 2013 - Present
Wells Fargo January 2009 - November 2013
Wachovia September 2003 - December 2008
Luquire George Andrews 2000 - 2003
Catawba Lands Conservancy 1998 - 2000
Skills
Internal Communications, Media Relations, Social Media, Strategic Communications, Corporate Communications, Marketing Communications, Crisis Communications, Public Relations, Crisis Management, Digital Marketing, Social Media Marketing, Email Marketing, Communication Training, Press Releases, Blogging, Content Strategy, Strategy, Content Management, Integrated Marketing, Newsletters, Content Development, Copywriting, Publicity, Brand Development, Reputation Management, Communications Planning, Digital Media, Speech Writing
Education
Florida Southern College 1994 — 1998
B.A., Mass Communications – Concentration in print and broadcast journalism
Jim Springer Jim Springer's Wachovia Experience November 1999 - July 2003
Job RMACRC, President, COO & CCO at Palm Beach Community Bank
Industry Banking
Experience
Palm Beach Community Bank April 2011 - Present
FirstCity Bank of Commerce May 2007 - April 2011
Regions Bank October 2005 - May 2007
1st United Bank July 2003 - November 2005
Wachovia November 1999 - July 2003
Wachovia March 1998 - November 1999
Barnett Bank January 1988 - March 1998
Skills
Banking, Commercial Banking, Loans, Credit, Strategic Planning, Credit Analysis, Underwriting, Commercial Lending, Credit Risk, Small Business Lending, Wealth Management, Retail Banking, Mortgage Lending, Commercial Mortgages, Financial Analysis, Portfolio Management, Mortgage Banking, Loan Origination, Investments, Consumer Lending, Financial Structuring, Private Banking, Treasury Management, Risk Management, Cash Management, Construction Loans, Leadership
Education
University of Colorado Boulder 2012 — 2013
Graduate School of Banking
University of Virginia Darden School of Business 1994 — 1996
Graduate School of Banking
Florida Atlantic University 1986 — 1988
BS, Finance
United States Air Force Academy 1984 — 1986
Engineering
Palm Beach Community Bank April 2011 - Present
FirstCity Bank of Commerce May 2007 - April 2011
Regions Bank October 2005 - May 2007
1st United Bank July 2003 - November 2005
Wachovia November 1999 - July 2003
Wachovia March 1998 - November 1999
Barnett Bank January 1988 - March 1998
Skills
Banking, Commercial Banking, Loans, Credit, Strategic Planning, Credit Analysis, Underwriting, Commercial Lending, Credit Risk, Small Business Lending, Wealth Management, Retail Banking, Mortgage Lending, Commercial Mortgages, Financial Analysis, Portfolio Management, Mortgage Banking, Loan Origination, Investments, Consumer Lending, Financial Structuring, Private Banking, Treasury Management, Risk Management, Cash Management, Construction Loans, Leadership
Education
University of Colorado Boulder 2012 — 2013
Graduate School of Banking
University of Virginia Darden School of Business 1994 — 1996
Graduate School of Banking
Florida Atlantic University 1986 — 1988
BS, Finance
United States Air Force Academy 1984 — 1986
Engineering
Tim Farrell Tim Farrell's Wachovia Experience September 2005 - December 2008
Job Vice President at HSBC
Industry Banking
Experience
HSBC October 2010 - Present
Union Bank, N.A. December 2008 - October 2010
Wachovia September 2005 - December 2008
JPMorgan Chase 1988 - 2005
Skills
Solution Selling, Project Management, Treasury Management, Business Analysis, Sales, Management, New Business Development, Cash Management, Strategy, Business Development, Analysis, Banking, Finance, Risk Management, Portfolio Management, Financial Services, Relationship Management, Investments, Commercial Banking, Treasury Services, FX Options
Education
Fairfield University 1983 — 1987
HSBC October 2010 - Present
Union Bank, N.A. December 2008 - October 2010
Wachovia September 2005 - December 2008
JPMorgan Chase 1988 - 2005
Skills
Solution Selling, Project Management, Treasury Management, Business Analysis, Sales, Management, New Business Development, Cash Management, Strategy, Business Development, Analysis, Banking, Finance, Risk Management, Portfolio Management, Financial Services, Relationship Management, Investments, Commercial Banking, Treasury Services, FX Options
Education
Fairfield University 1983 — 1987
Kate Bender Kate Bender's Wachovia Experience 1996 - 2008
Job Manager, Executive Development and OE at The Federal Reserve Bank of Boston
Industry Financial Services
Experience
The Federal Reserve Bank of Boston May 2009 - Present
Bender and Company 1995 - Present
Wachovia 1996 - 2008
Los Alamos Laboratory January 2003 - May 2003
Sealand Services, Inc. 1995 - 1996
First Union National Bank 1990 - 1995
Skills
Project Planning, Six Sigma, Business Process..., Executive Development, Leadership, Business Strategy, Leadership Development, Organizational..., Training, Employee Engagement, Change Management, Strategic Planning, Executive Coaching, Talent Management, Organizational..., Performance Management, Strategy, Team Building, Workshop Facilitation, Coaching, Succession Planning, Outsourcing, Culture Change, Process Improvement
Education
MIT Sloan School of Management 2012 — 2012
Greater Boston Executive Program
Fielding Graduate University
Masters, Organization Development & Effectiveness
Wake Forest University - Babcock Graduate School of Management
MBA
The Federal Reserve Bank of Boston May 2009 - Present
Bender and Company 1995 - Present
Wachovia 1996 - 2008
Los Alamos Laboratory January 2003 - May 2003
Sealand Services, Inc. 1995 - 1996
First Union National Bank 1990 - 1995
Skills
Project Planning, Six Sigma, Business Process..., Executive Development, Leadership, Business Strategy, Leadership Development, Organizational..., Training, Employee Engagement, Change Management, Strategic Planning, Executive Coaching, Talent Management, Organizational..., Performance Management, Strategy, Team Building, Workshop Facilitation, Coaching, Succession Planning, Outsourcing, Culture Change, Process Improvement
Education
MIT Sloan School of Management 2012 — 2012
Greater Boston Executive Program
Fielding Graduate University
Masters, Organization Development & Effectiveness
Wake Forest University - Babcock Graduate School of Management
MBA
Sandra Angeli, CFE Sandra Angeli, CFE's Wachovia Experience April 2002 - June 2005
Job Financial Crimes Consultant, AML Investigations at Wells Fargo
Industry Security and Investigations
Experience
Wells Fargo February 2013 - Present
Wells Fargo Bank July 2011 - January 2013
Wachovia, A Wells Fargo Company June 2005 - July 2011
Wachovia April 2002 - June 2005
Wachovia June 2001 - April 2002
Wachovia February 2000 - June 2001
First Union National Bank May 1997 - February 2000
Skills
Banking, AML, Risk Management, Fraud, OFAC, Loss Mitigation, Bank Secrecy Act, Credit, Operational Risk, Operational Risk..., Corporate Security, Financial Risk, Risk Assessment, Security, Protection, Certified Fraud Examiner, Anti Money Laundering
Education
Florida Institute of Technology
Business Management
Wells Fargo February 2013 - Present
Wells Fargo Bank July 2011 - January 2013
Wachovia, A Wells Fargo Company June 2005 - July 2011
Wachovia April 2002 - June 2005
Wachovia June 2001 - April 2002
Wachovia February 2000 - June 2001
First Union National Bank May 1997 - February 2000
Skills
Banking, AML, Risk Management, Fraud, OFAC, Loss Mitigation, Bank Secrecy Act, Credit, Operational Risk, Operational Risk..., Corporate Security, Financial Risk, Risk Assessment, Security, Protection, Certified Fraud Examiner, Anti Money Laundering
Education
Florida Institute of Technology
Business Management
ASAP Landscaping ASAP Landscaping's Wachovia Experience 1992 - 2008
Job Owner, A.S.A.P. Landscaping, Inc.
Industry Construction
Experience
A.S.A.P. Landscaping, Inc. January 2006 - Present
Wachovia 1992 - 2008
Education
California Construction School
California C-27, Landscaping
Florida International University
Business Administration
A.S.A.P. Landscaping, Inc. January 2006 - Present
Wachovia 1992 - 2008
Education
California Construction School
California C-27, Landscaping
Florida International University
Business Administration
Mario Assaro's Wachovia Experience 2003 - 2005
Job Business Development Mgr. at B&L Sales Inc
Industry Chemicals
Experience
B&L Sales Inc Assistant Vice President/Branch Sales ManagerHSBC/BENEFICIAL-HFCMarch 2005 - July 2008
wachovia 2003 - 2005
MBNA 2001 - 2005
Education
Essex Community College 1984 — 1987
AA, Business/Marketing
Archbishop Curley HS 1980 — 1984
HS Diploma, Bus Mgt/Admin
B&L Sales Inc Assistant Vice President/Branch Sales ManagerHSBC/BENEFICIAL-HFCMarch 2005 - July 2008
wachovia 2003 - 2005
MBNA 2001 - 2005
Education
Essex Community College 1984 — 1987
AA, Business/Marketing
Archbishop Curley HS 1980 — 1984
HS Diploma, Bus Mgt/Admin
Patricia Dukes Butler Patricia Dukes Butler's Wachovia Experience June 2005 - April 2006
Job Regional Sales Specialist for Baxter Healthcare
Industry Medical Devices
Experience
Baxter Healthcare May 2010 - Present
Biomet Microfixation March 2008 - July 2010
Biomet Orthopedics January 2007 - January 2008
Washington Mutual April 2006 - November 2006
Wachovia June 2005 - April 2006
PHH Mortgage April 1996 - June 2005
Skills
Orthopedic, Sales Operations, Strategic Planning, Surgery, Sales, Surgeons, Operating Room, Medical Devices, Hospitals, Neurology, Leadership, Training, OB/GYN, Management, Selling Skills, Capital Equipment, Sales Management, Sales Process, Surgical Instruments, Urology, Disposables, Spine, Market Development
Education
University of North Florida - College of Business Administration 1988 — 1990
Florida State College at Jacksonville 1985 — 1988
AA, Business Administration
Baxter Healthcare May 2010 - Present
Biomet Microfixation March 2008 - July 2010
Biomet Orthopedics January 2007 - January 2008
Washington Mutual April 2006 - November 2006
Wachovia June 2005 - April 2006
PHH Mortgage April 1996 - June 2005
Skills
Orthopedic, Sales Operations, Strategic Planning, Surgery, Sales, Surgeons, Operating Room, Medical Devices, Hospitals, Neurology, Leadership, Training, OB/GYN, Management, Selling Skills, Capital Equipment, Sales Management, Sales Process, Surgical Instruments, Urology, Disposables, Spine, Market Development
Education
University of North Florida - College of Business Administration 1988 — 1990
Florida State College at Jacksonville 1985 — 1988
AA, Business Administration
Christina Reynolds Christina Reynolds's Wachovia Experience July 2009 - February 2010
Job Marketing Automation Specialist at ABILITY Network, Marketo User Group Leader & Marketo Certified Expert
Industry Marketing and Advertising
Experience
ABILITY Network January 2015 - Present
ABILITY Network March 2014 - December 2014
Kelby Media Group August 2013 - February 2014
Celsius Marketing Interactive January 2013 - August 2013
Celsius Marketing Interactive January 2010 - January 2013
Children's Advocacy Center of Southwest Florida May 2010 - January 2011
Wachovia July 2009 - February 2010
Estero Bay Chevrolet February 2009 - June 2009
Big Brothers & Big Sisters of Southwest Florida August 2008 - January 2009
Skills
Marketing, Lead Generation, Marketing Strategy, Digital Marketing, Marketo, Marketing Automation, Demand Generation, Salesforce.com, Online Marketing, Email Marketing, Online Advertising, Public Relations, Copywriting, Advertising, Social Media, Market Research, PPC, SEM, Direct Marketing, CRM, Social Media Marketing, Content Strategy, Google Analytics, Media Buying, Web Marketing, Integrated Marketing, Brand Development, Facebook, Marketing Research, SEO, Account Management, Media Planning, Event Planning
Education
Florida Gulf Coast University
BS
ABILITY Network January 2015 - Present
ABILITY Network March 2014 - December 2014
Kelby Media Group August 2013 - February 2014
Celsius Marketing Interactive January 2013 - August 2013
Celsius Marketing Interactive January 2010 - January 2013
Children's Advocacy Center of Southwest Florida May 2010 - January 2011
Wachovia July 2009 - February 2010
Estero Bay Chevrolet February 2009 - June 2009
Big Brothers & Big Sisters of Southwest Florida August 2008 - January 2009
Skills
Marketing, Lead Generation, Marketing Strategy, Digital Marketing, Marketo, Marketing Automation, Demand Generation, Salesforce.com, Online Marketing, Email Marketing, Online Advertising, Public Relations, Copywriting, Advertising, Social Media, Market Research, PPC, SEM, Direct Marketing, CRM, Social Media Marketing, Content Strategy, Google Analytics, Media Buying, Web Marketing, Integrated Marketing, Brand Development, Facebook, Marketing Research, SEO, Account Management, Media Planning, Event Planning
Education
Florida Gulf Coast University
BS
Andrew Waxman's Wachovia Experience May 2002 - November 2005
Job Certified Financial Planner™, Managing Partner Waxman Financial, President Waxman Insurance
Industry Financial Services
Experience
Waxman Financial December 2014 - Present
Waxman Insurance December 2014 - Present
Mercantil Commercebank N.A. January 2011 - February 2014
Comerica Bank 2006 - 2008
Regions Morgan Keegan November 2005 - June 2006
Wachovia May 2002 - November 2005
American Express September 2000 - April 2002
Skills
Financial Planning, Investment Management, Retirement Income..., Qualified Retirement..., Inheritance Tax Planning, Social Security, College Education..., Strategic Financial..., Estate Tax Planning, Health Insurance, Term Life Insurance, Disability Insurance, Long Term Care Insurance, Group Insurance, Employee Benefits, Leadership, Financial Services, Retirement Planning, Banking, Commercial Banking
Education
University of Maryland College Park 1996 — 2000
Bachelor of Arts (B.A.)
Florida Atlantic University 2006 — 2008
Financial Planning
Waxman Financial December 2014 - Present
Waxman Insurance December 2014 - Present
Mercantil Commercebank N.A. January 2011 - February 2014
Comerica Bank 2006 - 2008
Regions Morgan Keegan November 2005 - June 2006
Wachovia May 2002 - November 2005
American Express September 2000 - April 2002
Skills
Financial Planning, Investment Management, Retirement Income..., Qualified Retirement..., Inheritance Tax Planning, Social Security, College Education..., Strategic Financial..., Estate Tax Planning, Health Insurance, Term Life Insurance, Disability Insurance, Long Term Care Insurance, Group Insurance, Employee Benefits, Leadership, Financial Services, Retirement Planning, Banking, Commercial Banking
Education
University of Maryland College Park 1996 — 2000
Bachelor of Arts (B.A.)
Florida Atlantic University 2006 — 2008
Financial Planning
Michele Murley Michele Murley's Wachovia Experience 1999 - 2002
Job Activities Coordinator/Room Parent Volunteer at Brookwood Elementary School
Industry Banking
Experience
Gwinnett Sexual Assault Center & Children's Advocacy Center October 2014 - Present
Brookwood Elementary School August 2010 - Present
Johns Creek Christian Preschool 2008 - 2009
Wachovia Bank 2002 - 2004
Wachovia 1999 - 2002
Wachovia November 1999 - July 2000
Skills
Victim Advocacy, Coordinating Activities, Retail Banking, Credit, Loans, Commercial Banking
Education
Florida Atlantic University 2002 — 2004
Certificate of Women's Studies, Psychology
Florida Atlantic University 1991 — 1994
B.A., Psychology
Gwinnett Sexual Assault Center & Children's Advocacy Center October 2014 - Present
Brookwood Elementary School August 2010 - Present
Johns Creek Christian Preschool 2008 - 2009
Wachovia Bank 2002 - 2004
Wachovia 1999 - 2002
Wachovia November 1999 - July 2000
Skills
Victim Advocacy, Coordinating Activities, Retail Banking, Credit, Loans, Commercial Banking
Education
Florida Atlantic University 2002 — 2004
Certificate of Women's Studies, Psychology
Florida Atlantic University 1991 — 1994
B.A., Psychology
Claudia Swaby Claudia Swaby's Wachovia Experience March 1997 - March 2004
Job Director, Human Resources Doctors Hospital at Baptist Health South Florida
Industry Hospital & Health Care
Experience
Baptist Health South Florida March 2014 - Present
Baptist Health South Florida located in Miami, Florida September 2010 - Present
Baptist Health South Florida March 2004 - September 2010
Wachovia March 1997 - March 2004
First Union National Bank 1997 - 2001
Burdines/Macy's 1987 - 1995
Skills
Hospitals, Employee Benefits, Onboarding, Employee Relations, Retail, Healthcare, HIPAA, Leadership, Human Resources, Performance Management, Recruiting, Employee Engagement, Coaching, Organizational..., Training, Employee Training, Management, Leadership Development, Personnel Management, Budgets, Applicant Tracking..., Succession Planning, Talent Management, Deferred Compensation, HRIS, Change Management, Benefits Administration, Team Building, Employment Law, Healthcare Information..., Selling Skills, New Hire Orientations, Talent Acquisition, Workforce Planning, FMLA
Education
Florida International University - College of Business 1984 — 1987
B.A., Management
Baptist Health South Florida March 2014 - Present
Baptist Health South Florida located in Miami, Florida September 2010 - Present
Baptist Health South Florida March 2004 - September 2010
Wachovia March 1997 - March 2004
First Union National Bank 1997 - 2001
Burdines/Macy's 1987 - 1995
Skills
Hospitals, Employee Benefits, Onboarding, Employee Relations, Retail, Healthcare, HIPAA, Leadership, Human Resources, Performance Management, Recruiting, Employee Engagement, Coaching, Organizational..., Training, Employee Training, Management, Leadership Development, Personnel Management, Budgets, Applicant Tracking..., Succession Planning, Talent Management, Deferred Compensation, HRIS, Change Management, Benefits Administration, Team Building, Employment Law, Healthcare Information..., Selling Skills, New Hire Orientations, Talent Acquisition, Workforce Planning, FMLA
Education
Florida International University - College of Business 1984 — 1987
B.A., Management
Joshua Jordan's Wachovia Experience November 2004 - April 2009
Job Personal & Business Banking Director at City National Bank
Industry Banking
Experience
City National Bank May 2009 - Present
Wachovia November 2004 - April 2009
Skills
Small Business Lending, Commercial Banking, Leadership, Loans, Consumer Lending, Coaching, Credit, Commercial Lending, Sales, Portfolio Management, Finance, Banking, Relationship Management, Asset Based Lending, Commercial Mortgages, Credit Analysis, Credit Risk, Lines Of Credit
Education
Florida Atlantic University 1998 — 2001
B.S., Finance
City National Bank May 2009 - Present
Wachovia November 2004 - April 2009
Skills
Small Business Lending, Commercial Banking, Leadership, Loans, Consumer Lending, Coaching, Credit, Commercial Lending, Sales, Portfolio Management, Finance, Banking, Relationship Management, Asset Based Lending, Commercial Mortgages, Credit Analysis, Credit Risk, Lines Of Credit
Education
Florida Atlantic University 1998 — 2001
B.S., Finance
Jessica Kane Jessica Kane's Wachovia Experience February 2008 - July 2009
Job Sales Consultant at Scholastic Book Fairs
Industry Consumer Goods
Experience
Scholastic Book Fairs July 2009 - Present
Wachovia February 2008 - July 2009
GlaxoSmithKline March 2004 - January 2007
Maritz McGettigan March 2000 - December 2003
Ritz-Carlton Buckhead 1999 - 2000
The Ritz-Carlton Naples 1997 - 1999
Skills
Sales Territory..., Strong Analytical &..., Proficient in MS Office..., Business to Business &..., Sales Lead..., Generate enthusiasm..., Account Acquisition &..., Secured business..., Sales Operations, Problem Solving, B2B, Retail, Customer Retention, Selling, Customer Service, Sales, Account Management, Direct Sales, Negotiation, Cold Calling, Sales Management, Pharmaceutical Sales, Sales Presentations
Education
University of Central Florida - College of Business Administration 1995 — 1997
Bachelor of Business Administration (B.B.A.), Hospitality Administration/Management
Florida Southern College 1993 — 1995
Associate's degree, General Studies
Scholastic Book Fairs July 2009 - Present
Wachovia February 2008 - July 2009
GlaxoSmithKline March 2004 - January 2007
Maritz McGettigan March 2000 - December 2003
Ritz-Carlton Buckhead 1999 - 2000
The Ritz-Carlton Naples 1997 - 1999
Skills
Sales Territory..., Strong Analytical &..., Proficient in MS Office..., Business to Business &..., Sales Lead..., Generate enthusiasm..., Account Acquisition &..., Secured business..., Sales Operations, Problem Solving, B2B, Retail, Customer Retention, Selling, Customer Service, Sales, Account Management, Direct Sales, Negotiation, Cold Calling, Sales Management, Pharmaceutical Sales, Sales Presentations
Education
University of Central Florida - College of Business Administration 1995 — 1997
Bachelor of Business Administration (B.B.A.), Hospitality Administration/Management
Florida Southern College 1993 — 1995
Associate's degree, General Studies
Darcie Hayes Darcie Hayes's Wachovia Experience 2000 - 2001
Job JP Morgan Chase, Vice President Risk Architecture
Industry Financial Services
Experience
JP Morgan Chase May 2015 - Present
JPMorgan Chase & Co. April 2011 - May 2015
Citi Group 2003 - April 2011
CompuCredit 2002 - 2003
Wachovia 2000 - 2001
AT&T Universal Card(Citi Cards) November 1991 - 2000
Skills
Credit, Credit Risk, Risk Management, Credit Cards, Loss Forecasting, SAS, Portfolio Management, Compliance, Analytics, FDR, Credit Scoring, Banking, Cards, Process Improvement, Process Engineering, Risk, Policy, Segmentation, Business Analysis, Business Strategy, Program Management, Financial Risk, Financial Services, Fraud, Operational Risk..., Project Management, Strategy, Credit Analysis, Management, Forecasting, Retail Banking, Operational Risk
Education
Shorter University 2003 — 2005
BSM, Management
Florida State College at Jacksonville
JP Morgan Chase May 2015 - Present
JPMorgan Chase & Co. April 2011 - May 2015
Citi Group 2003 - April 2011
CompuCredit 2002 - 2003
Wachovia 2000 - 2001
AT&T Universal Card(Citi Cards) November 1991 - 2000
Skills
Credit, Credit Risk, Risk Management, Credit Cards, Loss Forecasting, SAS, Portfolio Management, Compliance, Analytics, FDR, Credit Scoring, Banking, Cards, Process Improvement, Process Engineering, Risk, Policy, Segmentation, Business Analysis, Business Strategy, Program Management, Financial Risk, Financial Services, Fraud, Operational Risk..., Project Management, Strategy, Credit Analysis, Management, Forecasting, Retail Banking, Operational Risk
Education
Shorter University 2003 — 2005
BSM, Management
Florida State College at Jacksonville
Allison Stein Buono's Wachovia Experience December 2005 - April 2007
Job Business/Commercial Banking Vice President
Industry Financial Services
Experience
TD May 2015 - Present
TD November 2012 - May 2015
TD December 2010 - November 2012
TD Bank November 2009 - December 2010
PNC Financial Services Group October 2008 - October 2009
Wachovia, A Wells Fargo Company April 2007 - October 2008
Wachovia/ December 2005 - April 2007
Wachovia June 2001 - November 2005
Capgemini May 2000 - May 2001
Atea May 1999 - May 2000
Skills
Leadership, Loans, Management, Marketing, Marketing Strategy, Mortgage Lending, New Business Development, Small Business Lending, CRM, Coaching, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Customer Service, Finance, Financial Services, Investments, Portfolio Management, Recruiting, Retail Banking, Sales, Sales Management, Team Management, Training, Program Management, Banking, Wealth Management, Lines Of Credit, Cross Selling, Relationship Management, Risk Management, Branch Banking, Loan Origination, Commercial Mortgages, Branch Management, Residential Mortgages, Treasury Management, SBA, Mortgage Banking, Financial Analysis, Deposits, Cold Calling, Credit Risk, Refinance, Home Equity Lines of..., Series 63, Credit Cards, Mutual Funds, Retail
Education
Florida State University
TD May 2015 - Present
TD November 2012 - May 2015
TD December 2010 - November 2012
TD Bank November 2009 - December 2010
PNC Financial Services Group October 2008 - October 2009
Wachovia, A Wells Fargo Company April 2007 - October 2008
Wachovia/ December 2005 - April 2007
Wachovia June 2001 - November 2005
Capgemini May 2000 - May 2001
Atea May 1999 - May 2000
Skills
Leadership, Loans, Management, Marketing, Marketing Strategy, Mortgage Lending, New Business Development, Small Business Lending, CRM, Coaching, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Customer Service, Finance, Financial Services, Investments, Portfolio Management, Recruiting, Retail Banking, Sales, Sales Management, Team Management, Training, Program Management, Banking, Wealth Management, Lines Of Credit, Cross Selling, Relationship Management, Risk Management, Branch Banking, Loan Origination, Commercial Mortgages, Branch Management, Residential Mortgages, Treasury Management, SBA, Mortgage Banking, Financial Analysis, Deposits, Cold Calling, Credit Risk, Refinance, Home Equity Lines of..., Series 63, Credit Cards, Mutual Funds, Retail
Education
Florida State University
Jacelyn Warren's Wachovia Experience June 2006 - June 2008
Job Mortgage Recruiting Consultant
Industry Staffing and Recruiting
Experience
Wells Fargo 2010 - Present
Wachovia June 2006 - June 2008
World Savings 2005 - 2006
Skills
Applicant Tracking..., Talent Acquisition, Recruiting, Sourcing, Interviews, Technical Recruiting, College Recruiting, Executive Search, Onboarding, Human Resources, Talent Management, Internet Recruiting, Screening Resumes
Education
Florida Agricultural and Mechanical University 1995 — 2000
Wells Fargo 2010 - Present
Wachovia June 2006 - June 2008
World Savings 2005 - 2006
Skills
Applicant Tracking..., Talent Acquisition, Recruiting, Sourcing, Interviews, Technical Recruiting, College Recruiting, Executive Search, Onboarding, Human Resources, Talent Management, Internet Recruiting, Screening Resumes
Education
Florida Agricultural and Mechanical University 1995 — 2000
Natalie Hechavarria Natalie Hechavarria's Wachovia Experience April 2007 - May 2011
Job Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US August 2014 - Present
World Evolve April 2013 - May 2014
KPMG US January 2013 - March 2013
Perez-Abreu, Aguerrebere, Sueiro & Torres P.L. July 2012 - December 2012
BDO USA, LLP June 2012 - June 2012
MGA Accountants & Consultants, Inc June 2011 - December 2011
Wachovia April 2007 - May 2011
Skills
Peachtree, Accounting, QuickBooks, GAAP, Account Reconciliation, Auditing, Financial Reporting, Microsoft Excel, Financial Accounting, Accounts Payable, Accounts Receivable, Financial Analysis, Tax, Financial Statements, General Ledger, Creative Solutions, Engagement CS, Bank Reconciliation, Corporate Tax, Forensic Accounting
Education
Florida International University 2013 — 2014
Master of Accounting
Florida International University 2008 — 2012
Bachelor's degree, Accounting
Southwest Miami High 2004 — 2008
Certificate of Banking and Finance, Business Magnet Program
KPMG US August 2014 - Present
World Evolve April 2013 - May 2014
KPMG US January 2013 - March 2013
Perez-Abreu, Aguerrebere, Sueiro & Torres P.L. July 2012 - December 2012
BDO USA, LLP June 2012 - June 2012
MGA Accountants & Consultants, Inc June 2011 - December 2011
Wachovia April 2007 - May 2011
Skills
Peachtree, Accounting, QuickBooks, GAAP, Account Reconciliation, Auditing, Financial Reporting, Microsoft Excel, Financial Accounting, Accounts Payable, Accounts Receivable, Financial Analysis, Tax, Financial Statements, General Ledger, Creative Solutions, Engagement CS, Bank Reconciliation, Corporate Tax, Forensic Accounting
Education
Florida International University 2013 — 2014
Master of Accounting
Florida International University 2008 — 2012
Bachelor's degree, Accounting
Southwest Miami High 2004 — 2008
Certificate of Banking and Finance, Business Magnet Program
Christina Kranick's Wachovia Experience October 2006 - May 2008
Job Pharmaceutical Sales Representative at Watson Pharmaceuticals
Industry Pharmaceuticals
Experience
Actavis September 2010 - Present
Wells Fargo June 2010 - September 2010
Eli Lilly November 2008 - December 2009
Healthcare Support Staffing May 2008 - November 2008
Wachovia October 2006 - May 2008
Education
Florida Atlantic University 2000 — 2003
Bachelor, Finance and Marketing
Actavis September 2010 - Present
Wells Fargo June 2010 - September 2010
Eli Lilly November 2008 - December 2009
Healthcare Support Staffing May 2008 - November 2008
Wachovia October 2006 - May 2008
Education
Florida Atlantic University 2000 — 2003
Bachelor, Finance and Marketing
Julio Villiers Julio Villiers's Wachovia Experience January 2000 - September 2007
Job Business Lending Consultant/Realtor
Industry Real Estate
Experience
Business Capital Lending January 2015 - Present
Chase Business Banking September 2007 - October 2014
Wachovia January 2000 - September 2007
SALES AND MARKETING 1988 - 1999
U.S. ARMY 1982 - 1986
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Loans, Credit, Credit Analysis, Banking, Consumer Lending, Lines Of Credit, Mortgage Lending, Retail Banking, Credit Risk, Portfolio Management, Cash Management, Treasury Management, Commercial Mortgages, Financial Services, Underwriting, Real Estate, Sales, Management, Financial Analysis, Finance, Small Business, Leadership, Investments, Loan Origination
Education
Miami Dade College 1986 — 1989
Fayetteville Technical Community College 1984 — 1985
Business Administration and Management, General
South Miami High 1980 — 1983
Business Capital Lending January 2015 - Present
Chase Business Banking September 2007 - October 2014
Wachovia January 2000 - September 2007
SALES AND MARKETING 1988 - 1999
U.S. ARMY 1982 - 1986
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Loans, Credit, Credit Analysis, Banking, Consumer Lending, Lines Of Credit, Mortgage Lending, Retail Banking, Credit Risk, Portfolio Management, Cash Management, Treasury Management, Commercial Mortgages, Financial Services, Underwriting, Real Estate, Sales, Management, Financial Analysis, Finance, Small Business, Leadership, Investments, Loan Origination
Education
Miami Dade College 1986 — 1989
Fayetteville Technical Community College 1984 — 1985
Business Administration and Management, General
South Miami High 1980 — 1983
Josephine Moran's Wachovia Experience April 2007 - April 2009
Job Executive Vice President and Region President Metro NY and NNJ, Santander Bank
Industry Banking
Experience
Santander Bank, N.A. April 2011 - Present
Wachovia Bank, a Wells Fargo Company April 2009 - April 2011
Wachovia April 2007 - April 2009
Skills
Retail Banking, Leadership, Public Speaking, Coaching, Talent Management, Community Outreach, Communication Skills, Track Record Of Success, Credit, Small Business Lending, Commercial Lending, Commercial Banking, Banking, Management, Loans, Consumer Lending, Relationship Management, Credit Analysis, Commercial Mortgages, Financial Services, Cross Selling, Mortgage Lending, Lines Of Credit
Education
University of New Haven 1999 — 2001
Master of Science (M.S.), Finance and Financial Planning
Fashion Institute of Technology 1983 — 1986
B.S., Marketing and Manager, Business Management
Santander Bank, N.A. April 2011 - Present
Wachovia Bank, a Wells Fargo Company April 2009 - April 2011
Wachovia April 2007 - April 2009
Skills
Retail Banking, Leadership, Public Speaking, Coaching, Talent Management, Community Outreach, Communication Skills, Track Record Of Success, Credit, Small Business Lending, Commercial Lending, Commercial Banking, Banking, Management, Loans, Consumer Lending, Relationship Management, Credit Analysis, Commercial Mortgages, Financial Services, Cross Selling, Mortgage Lending, Lines Of Credit
Education
University of New Haven 1999 — 2001
Master of Science (M.S.), Finance and Financial Planning
Fashion Institute of Technology 1983 — 1986
B.S., Marketing and Manager, Business Management
Robert Schweitzer's Wachovia Experience 2005 - 2007
Job President at AmFirst Biz Capital
Industry Management Consulting
Experience
AmFirst Biz Capital September 2008 - Present
Pure Earth Technology Group March 2015 - Present
International Development Solutions 2015 - Present
The Consulting Alliance Group / CAG Technology Partners July 2010 - Present
Digity media, llc 2015 - 2015
AmFirst Biz Capital, Inc. September 2008 - 2015
Silver State Bank 2008 - 2008
Wachovia 2005 - 2007
Club & Hospitality Industry March 1984 - August 2002
EDS / General Motors Corporation December 1988 - February 1993
Skills
Mergers & Acquisitions, Finance, Small Business, Entrepreneurship, Management Consulting, Budgets, Financial Analysis, Business Development, Strategy, Strategic Planning, New Business Development, Real Estate, Managerial Finance, Start-ups, Project Management, Corporate Finance, Risk Management, Executive Management, Leadership, Management, Marketing, Loans, Investments, Portfolio Management, Banking, Consulting, Analysis, Sales Management, Due Diligence, Business Planning, Project Planning, Business, Cash Flow, Commercial Real Estate..., Business Financing, Technology Development, Entrepreneur, Turnaround Specialist, Team Building, Sales, Negotiation, Restructuring, Business Analysis, Business Strategy
Education
Florida Institute of Technology 2010 — 2012
MBA, Project Management / Marketing, 4.0
Indiana University Kokomo 1991 — 1992
MBA, International Finance
Indiana University - Kelley School of Business 1984 — 1987
BS, Accounting / Financial Managment
AmFirst Biz Capital September 2008 - Present
Pure Earth Technology Group March 2015 - Present
International Development Solutions 2015 - Present
The Consulting Alliance Group / CAG Technology Partners July 2010 - Present
Digity media, llc 2015 - 2015
AmFirst Biz Capital, Inc. September 2008 - 2015
Silver State Bank 2008 - 2008
Wachovia 2005 - 2007
Club & Hospitality Industry March 1984 - August 2002
EDS / General Motors Corporation December 1988 - February 1993
Skills
Mergers & Acquisitions, Finance, Small Business, Entrepreneurship, Management Consulting, Budgets, Financial Analysis, Business Development, Strategy, Strategic Planning, New Business Development, Real Estate, Managerial Finance, Start-ups, Project Management, Corporate Finance, Risk Management, Executive Management, Leadership, Management, Marketing, Loans, Investments, Portfolio Management, Banking, Consulting, Analysis, Sales Management, Due Diligence, Business Planning, Project Planning, Business, Cash Flow, Commercial Real Estate..., Business Financing, Technology Development, Entrepreneur, Turnaround Specialist, Team Building, Sales, Negotiation, Restructuring, Business Analysis, Business Strategy
Education
Florida Institute of Technology 2010 — 2012
MBA, Project Management / Marketing, 4.0
Indiana University Kokomo 1991 — 1992
MBA, International Finance
Indiana University - Kelley School of Business 1984 — 1987
BS, Accounting / Financial Managment
Kenny Gardner Kenny Gardner's Wachovia Experience June 2003 - June 2006
Job Group Vice President at DaVita Kidney Care
Industry Hospital & Health Care
Experience
DaVita Kidney Care February 2015 - Present
DaVita January 2014 - February 2015
DaVita July 2013 - January 2014
DaVita February 2011 - June 2013
Morgan Stanley August 2008 - February 2011
Pinger September 2007 - December 2007
Wachovia June 2003 - June 2006
Skills
Restructuring, Divestitures, Mergers, Joint Ventures, Business Development, Mergers & Acquisitions, Acquisitions, Financial Modeling, Financial Analysis, Valuation, Venture Capital, Private Equity, Due Diligence, Start-ups, Corporate Development, Leadership, Strategy, Cross-functional Team..., Business Strategy, Management, P&L Management, Strategic Planning
Education
Stanford University Graduate School of Business 2006 — 2008
MBA
Florida Agricultural and Mechanical University 1999 — 2003
B.S., Business
DaVita Kidney Care February 2015 - Present
DaVita January 2014 - February 2015
DaVita July 2013 - January 2014
DaVita February 2011 - June 2013
Morgan Stanley August 2008 - February 2011
Pinger September 2007 - December 2007
Wachovia June 2003 - June 2006
Skills
Restructuring, Divestitures, Mergers, Joint Ventures, Business Development, Mergers & Acquisitions, Acquisitions, Financial Modeling, Financial Analysis, Valuation, Venture Capital, Private Equity, Due Diligence, Start-ups, Corporate Development, Leadership, Strategy, Cross-functional Team..., Business Strategy, Management, P&L Management, Strategic Planning
Education
Stanford University Graduate School of Business 2006 — 2008
MBA
Florida Agricultural and Mechanical University 1999 — 2003
B.S., Business
Todd McCotter Todd McCotter's Wachovia Experience 1998 - 2003
Job Branch Manager at Monarch Mortgage
Industry Banking
Experience
Monarch Mortgage June 2013 - Present
McLean Mortgage Corporation February 2012 - June 2013
Bank of North Carolina April 2011 - January 2012
SunTrust Mortgage March 2005 - April 2011
First Horizon Home Loans 2003 - 2005
Wachovia 1998 - 2003
Aerotek 1994 - 1998
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Loans, Credit, Refinance, Underwriting, Portfolio Management, Credit Analysis, Residential Mortgages, Consumer Lending, Funding, Finance, Banking, Investments, FHA, Credit Risk, USDA, Financial Services, Relationship Management, VA loans, Financial Structuring, Real Estate, Financial Risk, Investment Properties, Retail Banking, VA Loans, Management
Education
University of Notre Dame - Mendoza College of Business 2008 — 2010
Business
Ferrum College 1989 — 1994
BS, Business
Monarch Mortgage June 2013 - Present
McLean Mortgage Corporation February 2012 - June 2013
Bank of North Carolina April 2011 - January 2012
SunTrust Mortgage March 2005 - April 2011
First Horizon Home Loans 2003 - 2005
Wachovia 1998 - 2003
Aerotek 1994 - 1998
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Loans, Credit, Refinance, Underwriting, Portfolio Management, Credit Analysis, Residential Mortgages, Consumer Lending, Funding, Finance, Banking, Investments, FHA, Credit Risk, USDA, Financial Services, Relationship Management, VA loans, Financial Structuring, Real Estate, Financial Risk, Investment Properties, Retail Banking, VA Loans, Management
Education
University of Notre Dame - Mendoza College of Business 2008 — 2010
Business
Ferrum College 1989 — 1994
BS, Business
Jim MacMillan's Wachovia Experience 2004 - 2006
Job Project Manager Construction and Facilities Management, Special Projects
Industry Retail
Experience
Family Dollar January 2006 - Present
Wachovia Bank January 2004 - January 2006
Wachovia 2004 - 2006
FFWD 2001 - 2004
Piedmont Technology/ Strategic Technologies 1997 - 2001
Skills
Project Management, Leadership, Marketing Strategy, Records Management, Vendor Management, Project Portfolio..., Team Leadership, Business Analysis, Process Improvement, Program Management, Project Planning, Business Intelligence, CRM, Operations Management, Six Sigma, MS Project, Team Building, Business Continuity, Budgets, Visio, Data Center, Analysis, Change Management, Strategic Planning, Software Documentation, SharePoint, Contract Negotiation, Management, Negotiation, Enterprise Architecture, Cross-functional Team..., Business Process..., Data Analysis, Human Resources, Marketing, Retail, SDLC, Inventory Management, Merchandising, Resource Management, PMO, Testing, Information Technology, PMP, IT Strategy, Integration, Business Process, System Deployment, ERP, IT Management
Education
Ferris State University 1972 — 1975
BS, Marketing
Hartland High School
High School Diploma, College Prep., Business Administration and Management, General
Family Dollar January 2006 - Present
Wachovia Bank January 2004 - January 2006
Wachovia 2004 - 2006
FFWD 2001 - 2004
Piedmont Technology/ Strategic Technologies 1997 - 2001
Skills
Project Management, Leadership, Marketing Strategy, Records Management, Vendor Management, Project Portfolio..., Team Leadership, Business Analysis, Process Improvement, Program Management, Project Planning, Business Intelligence, CRM, Operations Management, Six Sigma, MS Project, Team Building, Business Continuity, Budgets, Visio, Data Center, Analysis, Change Management, Strategic Planning, Software Documentation, SharePoint, Contract Negotiation, Management, Negotiation, Enterprise Architecture, Cross-functional Team..., Business Process..., Data Analysis, Human Resources, Marketing, Retail, SDLC, Inventory Management, Merchandising, Resource Management, PMO, Testing, Information Technology, PMP, IT Strategy, Integration, Business Process, System Deployment, ERP, IT Management
Education
Ferris State University 1972 — 1975
BS, Marketing
Hartland High School
High School Diploma, College Prep., Business Administration and Management, General
Ana Tosca's Wachovia Experience 1997 - 2006
Job Director of Training & Development at Leon Medical Centers
Industry Human Resources
Experience
Leon Medical Centers OD & TrainingCity of Miami2008 - 2010
Wachovia 1997 - 2006
Skills
Employee Relations, Benefits Administration, Leadership Development, Performance Management, Human Resources, Recruiting, Public Speaking, Policy, Employee Engagement, Organizational..., Onboarding, Personnel Management, Talent Management, Employee Training, HRIS, Succession Planning, Employee Benefits, Change Management, Team Building, Talent Acquisition, Leadership, Conflict Resolution, Training Delivery, Interviews
Education
Nova Southeastern University 2005 — 2007
Master of Science (MS), Human Resources Management
Florida International University
Bachelor of Arts (B.A.), International Relations and Affairs
Leon Medical Centers OD & TrainingCity of Miami2008 - 2010
Wachovia 1997 - 2006
Skills
Employee Relations, Benefits Administration, Leadership Development, Performance Management, Human Resources, Recruiting, Public Speaking, Policy, Employee Engagement, Organizational..., Onboarding, Personnel Management, Talent Management, Employee Training, HRIS, Succession Planning, Employee Benefits, Change Management, Team Building, Talent Acquisition, Leadership, Conflict Resolution, Training Delivery, Interviews
Education
Nova Southeastern University 2005 — 2007
Master of Science (MS), Human Resources Management
Florida International University
Bachelor of Arts (B.A.), International Relations and Affairs
Natalie Fleshler's Wachovia Experience April 1999 - December 2001
Job Strategic Consultant Expert at Experian Decision Analytics
Industry Financial Services
Experience
Experian Decision Analytics April 2009 - Present
JP Morgan Chase February 2005 - April 2009
Citi Group February 2003 - February 2005
Lynk Systems 2002 - 2002
Wachovia April 1999 - December 2001
Bank of America January 1998 - April 1999
Barnett Bank October 1995 - January 1998
Education
Georgia State University - J. Mack Robinson College of Business 2000 — 2002
MBA, Information Systems
University of North Florida 1995 — 1997
BA, Statistics with Minor in Mathematics
Florida State College at Jacksonville
Experian Decision Analytics April 2009 - Present
JP Morgan Chase February 2005 - April 2009
Citi Group February 2003 - February 2005
Lynk Systems 2002 - 2002
Wachovia April 1999 - December 2001
Bank of America January 1998 - April 1999
Barnett Bank October 1995 - January 1998
Education
Georgia State University - J. Mack Robinson College of Business 2000 — 2002
MBA, Information Systems
University of North Florida 1995 — 1997
BA, Statistics with Minor in Mathematics
Florida State College at Jacksonville
Rick McGlone's Wachovia Experience August 1999 - February 2003
Job Managing Director, Global Banking Solutions, Financial Services, Evalueserve
Industry Financial Services
Experience
Evalueserve November 2006 - Present
Excalibur Capital Management March 2003 - November 2006
Wachovia August 1999 - February 2003
Raymond James October 1988 - June 1999
Skills
Financial Services, Analytics, Competitive Analysis, Financial Analysis, Portfolio Management, Leadership, Wealth Management..., Banking, Equities, Business Analysis, Capital Markets, Investment Banking, Corporate Finance, Strategy, Management, Analysis, Business Process..., Mutual Funds, Market Research, Financial Modeling, Risk Management, Risk Compliance...
Education
Florida State University 1975 — 1978
Finance International Business
Evalueserve November 2006 - Present
Excalibur Capital Management March 2003 - November 2006
Wachovia August 1999 - February 2003
Raymond James October 1988 - June 1999
Skills
Financial Services, Analytics, Competitive Analysis, Financial Analysis, Portfolio Management, Leadership, Wealth Management..., Banking, Equities, Business Analysis, Capital Markets, Investment Banking, Corporate Finance, Strategy, Management, Analysis, Business Process..., Mutual Funds, Market Research, Financial Modeling, Risk Management, Risk Compliance...
Education
Florida State University 1975 — 1978
Finance International Business
Paul L Miller III's Wachovia Experience June 1998 - March 2002
Job Principal at theGROUP DC
Industry Government Relations
Experience
theGROUP DC September 2015 - Present
Westham Partners, LLC 2006 - September 2015
Episode Entertainment, LLC 2002 - 2006
Wachovia June 1998 - March 2002
Fifth Third Bank March 1993 - May 1998
Skills
Financial Modeling, Financial Analysis, Due Diligence, Valuation, Private Equity, Corporate Finance, Business Strategy, Entrepreneurship, Management, Management Consulting, Strategy, Corporate Development, Business Planning
Education
Emory University - Goizueta Business School 2008 — 2010
MBA
Indiana University Bloomington 1988 — 1992
BS, Finance
Saint Louis Country Day School
theGROUP DC September 2015 - Present
Westham Partners, LLC 2006 - September 2015
Episode Entertainment, LLC 2002 - 2006
Wachovia June 1998 - March 2002
Fifth Third Bank March 1993 - May 1998
Skills
Financial Modeling, Financial Analysis, Due Diligence, Valuation, Private Equity, Corporate Finance, Business Strategy, Entrepreneurship, Management, Management Consulting, Strategy, Corporate Development, Business Planning
Education
Emory University - Goizueta Business School 2008 — 2010
MBA
Indiana University Bloomington 1988 — 1992
BS, Finance
Saint Louis Country Day School
Bryan Jefferson's Wachovia Experience October 1998 - Present
Job Systems Engineer / Project Coordinator; ACSA
Industry Financial Services
Experience
Wells Fargo Bank 2008 - Present
Wachovia October 1998 - Present
Litton PRC May 1997 - September 1998
Strayer University March 1996 - October 1997
Jefferson Development Inc March 1984 - October 1996
MERADCOM Product Testing & Assurance January 1982 - January 1983
Computer Systems Command March 1978 - October 1978
Skills
System Administration, Testing, SharePoint, Team Management, Software Documentation, Active Directory, Integration, Hardware, Windows Server, Virtualization, Enterprise Architecture, Process Improvement, SDLC, Visio, Disaster Recovery, Data Center, Information Security..., Project Management, Management, VMware ESX, VMware, Servers, Vendor Management, IT Management, ITIL
Education
Strayer University 1993 — 1995
Technical, LAN Management
Ferrum College 1984 — 1984
BS w/ minor, Evnvironmental Science (Geology)
Old Dominion University 1980 — 1982
Minor, Geology / Physics
Ferrum College 1977 — 1979
AS, Environmental Science
Fort Hunt High School
Wells Fargo Bank 2008 - Present
Wachovia October 1998 - Present
Litton PRC May 1997 - September 1998
Strayer University March 1996 - October 1997
Jefferson Development Inc March 1984 - October 1996
MERADCOM Product Testing & Assurance January 1982 - January 1983
Computer Systems Command March 1978 - October 1978
Skills
System Administration, Testing, SharePoint, Team Management, Software Documentation, Active Directory, Integration, Hardware, Windows Server, Virtualization, Enterprise Architecture, Process Improvement, SDLC, Visio, Disaster Recovery, Data Center, Information Security..., Project Management, Management, VMware ESX, VMware, Servers, Vendor Management, IT Management, ITIL
Education
Strayer University 1993 — 1995
Technical, LAN Management
Ferrum College 1984 — 1984
BS w/ minor, Evnvironmental Science (Geology)
Old Dominion University 1980 — 1982
Minor, Geology / Physics
Ferrum College 1977 — 1979
AS, Environmental Science
Fort Hunt High School
Wendy Benson's Wachovia Experience March 1998 - June 2003
Job VP at Credit Suisse
Industry Computer Software
Experience
Credit Suisse April 2010 - Present
Credit Suisse July 2008 - April 2010
Credit Suisse May 2006 - July 2008
Credit Suisse May 2005 - May 2006
Tekelec 2003 - 2005
Wachovia March 1998 - June 2003
Skills
Agile Methodologies, Business Analysis, Data Modeling, Data Warehousing, Databases, Enterprise Architecture, IT Strategy, Oracle, PL/SQL, Process Improvement, Quality Assurance, SDLC, Requirements Analysis, SQL, Test Automation, Software Project..., Testing, Unix, Vendor Management
Education
Excelsior College
Bachelor of Science, Computer Science
Credit Suisse April 2010 - Present
Credit Suisse July 2008 - April 2010
Credit Suisse May 2006 - July 2008
Credit Suisse May 2005 - May 2006
Tekelec 2003 - 2005
Wachovia March 1998 - June 2003
Skills
Agile Methodologies, Business Analysis, Data Modeling, Data Warehousing, Databases, Enterprise Architecture, IT Strategy, Oracle, PL/SQL, Process Improvement, Quality Assurance, SDLC, Requirements Analysis, SQL, Test Automation, Software Project..., Testing, Unix, Vendor Management
Education
Excelsior College
Bachelor of Science, Computer Science
Sharon Dela Cruz's Wachovia Experience June 2004 - August 2004
Job Project Manager at Novocure
Industry Pharmaceuticals
Experience
Novocure Inc. April 2015 - Present
Novocure September 2013 - April 2015
Novocure Inc. June 2012 - September 2013
ExL Pharma April 2007 - June 2012
Wachovia June 2004 - August 2004
Skills
Microsoft Office, Conference Coordination, Customer Service, Pharmaceutical Industry, Marketing, Strategic Planning, Event Management, Event Planning, Meeting Planning, Market Research, Social Media, PowerPoint, Contract Negotiation, Healthcare, Account Management, Trade Shows, Training, Leadership
Education
Fairleigh Dickinson University 2005 — 2007
MBA, Business Administration and Management, General
Rutgers University-New Brunswick 2001 — 2005
BA, Labor Studies & Employment Relations
Novocure Inc. April 2015 - Present
Novocure September 2013 - April 2015
Novocure Inc. June 2012 - September 2013
ExL Pharma April 2007 - June 2012
Wachovia June 2004 - August 2004
Skills
Microsoft Office, Conference Coordination, Customer Service, Pharmaceutical Industry, Marketing, Strategic Planning, Event Management, Event Planning, Meeting Planning, Market Research, Social Media, PowerPoint, Contract Negotiation, Healthcare, Account Management, Trade Shows, Training, Leadership
Education
Fairleigh Dickinson University 2005 — 2007
MBA, Business Administration and Management, General
Rutgers University-New Brunswick 2001 — 2005
BA, Labor Studies & Employment Relations
Sheldon Hauben's Wachovia Experience June 2005 - October 2006
Job Wealth Strategist At SunTrust
Industry Banking
Experience
SunTrust Bank October 2006 - Present
Wachovia June 2005 - October 2006
Wachovia Securities Financial Network June 2000 - June 2005
Education
Emory University - Goizueta Business School 1990 — 1992
MBA
University of California, Los Angeles - School of Law 1983 — 1986
JD, Law
Vanderbilt University 1979 — 1983
BA, Economics
SunTrust Bank October 2006 - Present
Wachovia June 2005 - October 2006
Wachovia Securities Financial Network June 2000 - June 2005
Education
Emory University - Goizueta Business School 1990 — 1992
MBA
University of California, Los Angeles - School of Law 1983 — 1986
JD, Law
Vanderbilt University 1979 — 1983
BA, Economics
Eileen Eigenauer's Wachovia Experience Financial ConsultantWachovia, A Wells Fargo Company2002 - Present
Job Senior Finance Analyst at Wachovia
Industry Accounting
Experience
Wachovia Financial ConsultantWachovia, A Wells Fargo Company2002 - Present
Education
Florida Atlantic University
Wachovia Financial ConsultantWachovia, A Wells Fargo Company2002 - Present
Education
Florida Atlantic University
Connie Dopazo's Wachovia Experience November 2008 - May 2009
Job Senior Loan Officer at Sunbelt Lending Services
Industry Banking
Experience
Sunbelt Lending Services August 2014 - Present
self employed consulting September 2010 - Present
Wachovia November 2008 - May 2009
Wachovia November 2008 - May 2009
Aurora Loan Services October 2005 - January 2008
Aurora Loan sErvices 2005 - 2008
Wells Fargo Home Mortgage October 2003 - November 2005
Countrywide Home Loans 2003 - 2003
BankUnited February 1993 - January 2002
Skills
FHA, Mortgage Lending, Loan Origination, Loans, Mortgage Banking, Underwriting, Mortgage Underwriting, Credit, Refinance, Sales, Real Estate, Portfolio Management
Education
Florida International University 1992 — 1996
BA, Education and Language (translation and interpretation)
University of Miami 1988 — 1988
Real Estate Appraisal 101
Sunbelt Lending Services August 2014 - Present
self employed consulting September 2010 - Present
Wachovia November 2008 - May 2009
Wachovia November 2008 - May 2009
Aurora Loan Services October 2005 - January 2008
Aurora Loan sErvices 2005 - 2008
Wells Fargo Home Mortgage October 2003 - November 2005
Countrywide Home Loans 2003 - 2003
BankUnited February 1993 - January 2002
Skills
FHA, Mortgage Lending, Loan Origination, Loans, Mortgage Banking, Underwriting, Mortgage Underwriting, Credit, Refinance, Sales, Real Estate, Portfolio Management
Education
Florida International University 1992 — 1996
BA, Education and Language (translation and interpretation)
University of Miami 1988 — 1988
Real Estate Appraisal 101
Michael Tuohy's Wachovia Experience February 2002 - November 2005
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2009 - Present
PricewaterhouseCoopers December 2005 - September 2009
Wachovia February 2002 - November 2005
NASD May 1999 - February 2002
FINRA (formerly NASD) 1999 - 2002
Skills
AML, Securities
Education
Fairleigh Dickinson University 1981 — 1985
BS, Business
Xavier
Fidelity Investments September 2009 - Present
PricewaterhouseCoopers December 2005 - September 2009
Wachovia February 2002 - November 2005
NASD May 1999 - February 2002
FINRA (formerly NASD) 1999 - 2002
Skills
AML, Securities
Education
Fairleigh Dickinson University 1981 — 1985
BS, Business
Xavier
Bryan Borland's Wachovia Experience August 2007 - May 2008
Job Vice President at Wood Partners
Industry Real Estate
Experience
Wood Partners October 2013 - Present
Wood Partners June 2010 - October 2013
SilverDeer LLC May 2009 - August 2009
Wachovia August 2007 - May 2008
SunTrust Bank March 2006 - July 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Asset Managment, Real Estate, Entrepreneurship, Underwriting, Leadership, Asset Management, Disposition, Real Estate Transactions, Real Estate Development, Real Estate Economics, Investment Properties, Risk Management, Market Analysis, Finance, Mergers & Acquisitions, Investments, Dispositions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Real Estate, Finance
Florida State University 2001 — 2005
Bachelor of Science, Economics
Wood Partners October 2013 - Present
Wood Partners June 2010 - October 2013
SilverDeer LLC May 2009 - August 2009
Wachovia August 2007 - May 2008
SunTrust Bank March 2006 - July 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Asset Managment, Real Estate, Entrepreneurship, Underwriting, Leadership, Asset Management, Disposition, Real Estate Transactions, Real Estate Development, Real Estate Economics, Investment Properties, Risk Management, Market Analysis, Finance, Mergers & Acquisitions, Investments, Dispositions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Real Estate, Finance
Florida State University 2001 — 2005
Bachelor of Science, Economics
James Neely's Wachovia Experience 1994 - Present
Job Mortgage Banking Director at Wachovia
Industry Banking
Experience
Wachovia 1994 - Present
Wachovia Bank 1994 - 2008
Education
Florida Agricultural and Mechanical University
B.S., Business Administration - Magna Cum Laude
Wachovia 1994 - Present
Wachovia Bank 1994 - 2008
Education
Florida Agricultural and Mechanical University
B.S., Business Administration - Magna Cum Laude
amanda merlino's Wachovia Experience February 2007 - March 2008
Job Financial Services Professional
Industry Financial Services
Experience
FPL Energy 2008 - Present
Wachovia February 2007 - March 2008
Bank Atlantic September 2001 - January 2007
Education
Florida Atlantic University 2003 — 2006
Bachelor, Business Marketing
FPL Energy 2008 - Present
Wachovia February 2007 - March 2008
Bank Atlantic September 2001 - January 2007
Education
Florida Atlantic University 2003 — 2006
Bachelor, Business Marketing
Lolita Burney-Crayton's Wachovia Experience December 2005 - January 2010
Job Global Banking Senior Relationship Associate at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2013 - Present
Wachovia, A Wells Fargo Company December 2009 - March 2013
Wachovia December 2005 - January 2010
Bank of America July 1998 - December 2005
Bank of America December 1996 - July 1998
Skills
Credit, Lines Of Credit, Loan Origination, Credit Analysis, Commercial Banking, Investigative Skills, International and..., Reserach & Documentation, Microsoft Word, Microsoft Excel, Microsoft Office, Coaching, Finance, Risk Management
Education
Fayetteville State University 1988 — 1992
B.S., Business Administration/Management
Wells Fargo March 2013 - Present
Wachovia, A Wells Fargo Company December 2009 - March 2013
Wachovia December 2005 - January 2010
Bank of America July 1998 - December 2005
Bank of America December 1996 - July 1998
Skills
Credit, Lines Of Credit, Loan Origination, Credit Analysis, Commercial Banking, Investigative Skills, International and..., Reserach & Documentation, Microsoft Word, Microsoft Excel, Microsoft Office, Coaching, Finance, Risk Management
Education
Fayetteville State University 1988 — 1992
B.S., Business Administration/Management
Carla Rush's Wachovia Experience Systems Consultant IIIWells Fargo Home Mortgage2008 - Present
Job Systems Analyst at Wells Fargo
Industry Financial Services
Experience
Wachovia Systems Consultant IIIWells Fargo Home Mortgage2008 - Present
Wachovia Bank 2007 - Present
World Savings 2000 - Present
World Savings July 2000 - July 2007
Skills
SDLC, Business Analysis
Education
Excelsior College 2009 — 2009
BS, Business
Wachovia Systems Consultant IIIWells Fargo Home Mortgage2008 - Present
Wachovia Bank 2007 - Present
World Savings 2000 - Present
World Savings July 2000 - July 2007
Skills
SDLC, Business Analysis
Education
Excelsior College 2009 — 2009
BS, Business
Christopher Ronzano's Wachovia Experience July 2005 - September 2008
Job Conversion Specialist ADP Retirement Services helping companies with their retirement plans and needs.
Industry Investment Management
Experience
ADP Retirement Services July 2014 - Present
ADP December 2009 - Present
UniFirst Corporation September 2008 - December 2009
Wachovia July 2005 - September 2008
Enterprise Rent-A-Car July 2003 - July 2005
Skills
Sales Operations, Human Resources, Training, Account Management, Sales Process, ADP Payroll, Cold Calling, Leadership, Recruiting, Salesforce.com, Sales, Sales Management, Payroll, CRM, Customer Service, Selling, Customer Retention, Sales Presentations, Direct Sales
Education
Florida Atlantic University 1997 — 2002
Bachelor of Science (B.S.), Social Sciences, Middle Eastern Politics
ADP Retirement Services July 2014 - Present
ADP December 2009 - Present
UniFirst Corporation September 2008 - December 2009
Wachovia July 2005 - September 2008
Enterprise Rent-A-Car July 2003 - July 2005
Skills
Sales Operations, Human Resources, Training, Account Management, Sales Process, ADP Payroll, Cold Calling, Leadership, Recruiting, Salesforce.com, Sales, Sales Management, Payroll, CRM, Customer Service, Selling, Customer Retention, Sales Presentations, Direct Sales
Education
Florida Atlantic University 1997 — 2002
Bachelor of Science (B.S.), Social Sciences, Middle Eastern Politics
Stan Cichewicz's Wachovia Experience VP, Private Banking, Wachovia Wealth ManagementWachovia/Wells FargoMarch 1998 - Present
Job VP, Private Banking, Wachovia Wealth Management at Wachovia/Wells Fargo
Industry Financial Services
Experience
Wachovia VP, Private Banking, Wachovia Wealth ManagementWachovia/Wells FargoMarch 1998 - Present
Wachovia Bank/Wells Fargo 1998 - Present
Florida Federal 1985 - 1991
Education
Florida International University - College of Business 1975 — 1978
BBA Finance, Finance, Real Estate
Wachovia VP, Private Banking, Wachovia Wealth ManagementWachovia/Wells FargoMarch 1998 - Present
Wachovia Bank/Wells Fargo 1998 - Present
Florida Federal 1985 - 1991
Education
Florida International University - College of Business 1975 — 1978
BBA Finance, Finance, Real Estate
Terrie DeMaioribus's Wachovia Experience March 2010 - September 2011
Job Business Process Analyst II at Wells Fargo Home Mortgage
Industry Information Technology and Services
Experience
Wells Fargo Home Mortgage May 2012 - Present
Wachovia March 2010 - September 2011
Wachovia Bank 2006 - 2009
Bank of America July 2005 - February 2006
Top Market 1997 - 2002
Skills
Access, Account Management, Analysis, Applicant Tracking..., Banking, Budgets, Business Analysis, Business Development, Business Process, Business Process..., PMO, Process Improvement, Program Management, SDLC
Education
Erie Community College 1990 — 1993
Allied Health
Wells Fargo Home Mortgage May 2012 - Present
Wachovia March 2010 - September 2011
Wachovia Bank 2006 - 2009
Bank of America July 2005 - February 2006
Top Market 1997 - 2002
Skills
Access, Account Management, Analysis, Applicant Tracking..., Banking, Budgets, Business Analysis, Business Development, Business Process, Business Process..., PMO, Process Improvement, Program Management, SDLC
Education
Erie Community College 1990 — 1993
Allied Health
Tremain McAdoo's Wachovia Experience March 2007 - December 2012
Job VP First South Bank
Industry Banking
Experience
First South Bank March 2015 - Present
McAdoos Properties LLC January 2013 - Present
Corinthian Colleges February 2012 - Present
Wells Fargo January 2014 - March 2015
Wells Fargo February 2012 - December 2013
University of Phoenix July 2010 - December 2012
Wachovia March 2007 - December 2012
Wachovia, A Wells Fargo Company April 2006 - March 2007
Consumer Education Services, Inc March 2005 - April 2006
Skills
Finance, Credit, Loans, Mortgage Lending, Banking, Credit Analysis, Financial Analysis, Loan Origination, Portfolio Management, Commercial Lending, Consumer Lending, Wealth Management, Investments, Commercial Banking, Strategic Financial..., Small Business Lending, Series 7, Mortgage Banking, Retirement Planning, Retail Banking, Series 63, Series 65, Series 6, Life and Health..., Financial Planning, Financial Advisory, Financial Risk
Education
Strayer University (DC) 2008 — 2010
M.B.A, Finance, 3.7
Fayetteville State University 2002 — 2004
BA, Business Management, 3.125
First South Bank March 2015 - Present
McAdoos Properties LLC January 2013 - Present
Corinthian Colleges February 2012 - Present
Wells Fargo January 2014 - March 2015
Wells Fargo February 2012 - December 2013
University of Phoenix July 2010 - December 2012
Wachovia March 2007 - December 2012
Wachovia, A Wells Fargo Company April 2006 - March 2007
Consumer Education Services, Inc March 2005 - April 2006
Skills
Finance, Credit, Loans, Mortgage Lending, Banking, Credit Analysis, Financial Analysis, Loan Origination, Portfolio Management, Commercial Lending, Consumer Lending, Wealth Management, Investments, Commercial Banking, Strategic Financial..., Small Business Lending, Series 7, Mortgage Banking, Retirement Planning, Retail Banking, Series 63, Series 65, Series 6, Life and Health..., Financial Planning, Financial Advisory, Financial Risk
Education
Strayer University (DC) 2008 — 2010
M.B.A, Finance, 3.7
Fayetteville State University 2002 — 2004
BA, Business Management, 3.125
Christina Kranick's Wachovia Experience October 2006 - May 2008
Job Account Executive at Healthcare Support Staffing
Industry Staffing and Recruiting
Experience
Healthcare Support Staffing May 2008 - Present
Wachovia October 2006 - May 2008
Education
Florida Atlantic University 2002 — 2003
Bachelor, Finance and Marketing
Healthcare Support Staffing May 2008 - Present
Wachovia October 2006 - May 2008
Education
Florida Atlantic University 2002 — 2003
Bachelor, Finance and Marketing
Vanessa Shepherd's Wachovia Experience 1994 - 2007
Job Mortgage Research Analyst at Chase
Industry Banking
Experience
Chase March 2011 - Present
Washington Mutual February 2007 - February 2009
Wachovia 1994 - 2007
Skills
Change Management, Human Resources, Personnel Management, Sales Operations, Teamwork, Troubleshooting, Banking, Financial Analysis, Credit, Risk Management, Financial Modeling, Loans, Financial Reporting, Accounting, Finance, Financial Risk, Cash Management, Credit Analysis, Business Analysis
Education
Florida State College at Jacksonville 1994 — 1995
none, paralegal, accounting, business technology
Chase March 2011 - Present
Washington Mutual February 2007 - February 2009
Wachovia 1994 - 2007
Skills
Change Management, Human Resources, Personnel Management, Sales Operations, Teamwork, Troubleshooting, Banking, Financial Analysis, Credit, Risk Management, Financial Modeling, Loans, Financial Reporting, Accounting, Finance, Financial Risk, Cash Management, Credit Analysis, Business Analysis
Education
Florida State College at Jacksonville 1994 — 1995
none, paralegal, accounting, business technology
Susan Wachs's Wachovia Experience May 2007 - October 2008
Job QC Underwriter/Due Dilligence Underwriter at Opus CMC
Industry Banking
Experience
Opus CMC November 2010 - Present
The Law Offices of Marshall C. Watson April 2010 - June 2011
Wachovia May 2007 - October 2008
Wachovia November 2001 - October 2008
Wachovia Mortgage 2007 - 2008
Skills
Loans, Underwriting, Credit, Foreclosures, Mortgage Lending, FHA, Mortgage Banking, Refinance, Banking, Credit Analysis, Commercial Lending, Real Estate, Risk Management, Loan Origination, Portfolio Management, Investment Properties, Loss Mitigation, Appraisals, Investments, USDA
Education
Florida Atlantic University 1988 — 1992
Masters, English, Teaching
University of South Florida 1984 — 1988
B.A, Mass Communications
Opus CMC November 2010 - Present
The Law Offices of Marshall C. Watson April 2010 - June 2011
Wachovia May 2007 - October 2008
Wachovia November 2001 - October 2008
Wachovia Mortgage 2007 - 2008
Skills
Loans, Underwriting, Credit, Foreclosures, Mortgage Lending, FHA, Mortgage Banking, Refinance, Banking, Credit Analysis, Commercial Lending, Real Estate, Risk Management, Loan Origination, Portfolio Management, Investment Properties, Loss Mitigation, Appraisals, Investments, USDA
Education
Florida Atlantic University 1988 — 1992
Masters, English, Teaching
University of South Florida 1984 — 1988
B.A, Mass Communications
Dani Cesarello-Zeikowitz's Wachovia Experience March 2001 - October 2008
Job Client Service Manager at Opus CMC
Industry Financial Services
Experience
Opus CMC April 2012 - Present
Weatherby Healthcare June 2011 - March 2012
Saveology.com ™ February 2009 - July 2009
Wachovia March 2001 - October 2008
Skills
Loans, Loss Mitigation, Mortgage Underwriting, Mortgage Lending, Mortgage Banking, Risk Management, Investment Properties, Retail Banking, Appraisals, Residential Mortgages, Credit Risk, Training, Underwriting, FHA, Consumer Lending, Leadership, Portfolio Management, Non-Conforming, Asset Managment, USDA, FHA financing, Management, Financial Analysis, Sales, Financial Risk, Real Estate, Construction Loans, Home Equity Loans, Loan Origination, Banking, Credit, Investments, Home Equity Lines of..., Budgets, Customer Service, Mortgage Servicing, Strategic Financial..., Loan Modifications, Refinance, Lines Of Credit, Credit Analysis, Loan Servicing, Government Loans, Finance, Call Centers, Executive Management, Start-ups, Due Diligence
Education
Florida Atlantic University 1996 — 2001
Bachelor of Science, Finance
Florida Atlantic University 1996 — 2001
Bachelor of Science, Real Estate
Opus CMC April 2012 - Present
Weatherby Healthcare June 2011 - March 2012
Saveology.com ™ February 2009 - July 2009
Wachovia March 2001 - October 2008
Skills
Loans, Loss Mitigation, Mortgage Underwriting, Mortgage Lending, Mortgage Banking, Risk Management, Investment Properties, Retail Banking, Appraisals, Residential Mortgages, Credit Risk, Training, Underwriting, FHA, Consumer Lending, Leadership, Portfolio Management, Non-Conforming, Asset Managment, USDA, FHA financing, Management, Financial Analysis, Sales, Financial Risk, Real Estate, Construction Loans, Home Equity Loans, Loan Origination, Banking, Credit, Investments, Home Equity Lines of..., Budgets, Customer Service, Mortgage Servicing, Strategic Financial..., Loan Modifications, Refinance, Lines Of Credit, Credit Analysis, Loan Servicing, Government Loans, Finance, Call Centers, Executive Management, Start-ups, Due Diligence
Education
Florida Atlantic University 1996 — 2001
Bachelor of Science, Finance
Florida Atlantic University 1996 — 2001
Bachelor of Science, Real Estate
Greg Rando's Wachovia Experience Loan Closing SpecialistWachovia2005 - 2008
Job Loan Closing Specialist at Wachovia
Industry Financial Services
Experience
Wachovia Loan Closing SpecialistWachovia2005 - 2008
Wachovia 2005 - 2008
Morgan Stanley January 2003 - December 2005
Education
Florida Atlantic University 1998 — 2002
Finance, Finance, Marketing, Management, and Accounting
Wachovia Loan Closing SpecialistWachovia2005 - 2008
Wachovia 2005 - 2008
Morgan Stanley January 2003 - December 2005
Education
Florida Atlantic University 1998 — 2002
Finance, Finance, Marketing, Management, and Accounting
An Banh's Wachovia Experience February 2007 - January 2008
Job Retirement Specialist at Valic
Industry Financial Services
Experience
AIG VALIC May 2009 - Present
AccountPros/Randstad Professionals September 2008 - April 2009
Wachovia February 2007 - January 2008
Skills
Recruiting, Applicant Tracking...
Education
Excelsior College 2007 — 2008
BS, Mgmt of Human Resources
The University of Texas at Austin 1999 — 2001
Computer Science
AIG VALIC May 2009 - Present
AccountPros/Randstad Professionals September 2008 - April 2009
Wachovia February 2007 - January 2008
Skills
Recruiting, Applicant Tracking...
Education
Excelsior College 2007 — 2008
BS, Mgmt of Human Resources
The University of Texas at Austin 1999 — 2001
Computer Science
Claudia Meyer's Wachovia Experience February 2007 - October 2008
Job Operations Professional
Industry Financial Services
Experience
Ocwen Financial Solutions August 2014 - Present
Self January 2014 - Present
Wells Fargo Home Mortgage February 2013 - January 2014
Power Pilates 2011 - 2014
Wachovia February 2007 - October 2008
World Savings/Wachovia 1999 - 2008
Skills
Wholesale Operations, Project Planning, Project Management, Training, Management, Leadership, Project Coordination, Risk Management, Loans, Mortgage Lending, Organizational..., Team Leadership, Credit, Process Improvement, Mortgage Banking, Sales, Site Development, Marketing, Underwriting, Loan Origination, FHA, Refinance, Residential Mortgages, Loss Mitigation, VA loans, Time Management, Portfolio Management, Creative Problem Solving, Global Perspective, Process Excellence, Operational Due..., Insurance, Case Managment, Reports, Legal Compliance, Complaint Management, Strategic Planning, Change Management, PowerPoint, Microsoft Excel
Education
Florida Atlantic University
Bachelor of Arts, Soical Psychology
Florida Atlantic University
Legal Assistant/Paralegal
Power Pilates
Certified Pilates Instructor
Ocwen Financial Solutions August 2014 - Present
Self January 2014 - Present
Wells Fargo Home Mortgage February 2013 - January 2014
Power Pilates 2011 - 2014
Wachovia February 2007 - October 2008
World Savings/Wachovia 1999 - 2008
Skills
Wholesale Operations, Project Planning, Project Management, Training, Management, Leadership, Project Coordination, Risk Management, Loans, Mortgage Lending, Organizational..., Team Leadership, Credit, Process Improvement, Mortgage Banking, Sales, Site Development, Marketing, Underwriting, Loan Origination, FHA, Refinance, Residential Mortgages, Loss Mitigation, VA loans, Time Management, Portfolio Management, Creative Problem Solving, Global Perspective, Process Excellence, Operational Due..., Insurance, Case Managment, Reports, Legal Compliance, Complaint Management, Strategic Planning, Change Management, PowerPoint, Microsoft Excel
Education
Florida Atlantic University
Bachelor of Arts, Soical Psychology
Florida Atlantic University
Legal Assistant/Paralegal
Power Pilates
Certified Pilates Instructor
Ed Bernard's Wachovia Experience 2006 - 2007
Job Quality Control Specialist
Industry Banking
Experience
Van Amburgh Associates January 2012 - Present
world savings June 2005 - October 2008
Wachovia Bank 2007 - 2008
Wachovia 2006 - 2007
World Savings Bank 2005 - 2006
Skills
Loans, Mortgage Lending, Loan Origination, Banking, Loan Servicing, Training, Customer Service, Software Documentation, Underwriting, Portfolio Management, Operations Management, New Business Development
Education
Farmingdale State College 1966 — 1970
Van Amburgh Associates January 2012 - Present
world savings June 2005 - October 2008
Wachovia Bank 2007 - 2008
Wachovia 2006 - 2007
World Savings Bank 2005 - 2006
Skills
Loans, Mortgage Lending, Loan Origination, Banking, Loan Servicing, Training, Customer Service, Software Documentation, Underwriting, Portfolio Management, Operations Management, New Business Development
Education
Farmingdale State College 1966 — 1970
Paula A. Watt's Wachovia Experience 1986 - 2008
Job Vice President at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo 1985 - Present
Wachovia 1986 - 2008
Skills
Vendor Management, Project Portfolio..., SDLC, Business Analysis, Process Improvement, PMO, Program Management, Risk Management, PMP, Banking, Visio, Business Process..., Project Management, Change Management, Relationship Management, SharePoint, Software Project..., IT Strategy, MS Project, Resource Management, Integration, Disaster Recovery, Requirements Gathering, Enterprise Software, Business Requirements
Education
Florida Atlantic University
BS, Psychology
Wells Fargo 1985 - Present
Wachovia 1986 - 2008
Skills
Vendor Management, Project Portfolio..., SDLC, Business Analysis, Process Improvement, PMO, Program Management, Risk Management, PMP, Banking, Visio, Business Process..., Project Management, Change Management, Relationship Management, SharePoint, Software Project..., IT Strategy, MS Project, Resource Management, Integration, Disaster Recovery, Requirements Gathering, Enterprise Software, Business Requirements
Education
Florida Atlantic University
BS, Psychology
Julie Ruigomez Patterson's Wachovia Experience October 1987 - November 2008
Job VP/Retail Credit
Industry Banking
Experience
American Express November 2010 - Present
Wachovia October 1987 - November 2008
Skills
Consumer Lending, Business Development, Leadership, Mortgage Lending, Customer Service, Portfolio Management, Relationship Management, Sales, Small Business Lending, Underwriting, Banking, Call Centers, CRM, Coaching, Credit, Commercial Lending, Customer Satisfaction, Credit Analysis, Small Business, Retail Banking, Loans
Education
Florida International University - College of Business 1993 — 1998
BA, Finance
South Miami High School 1974 — 1977
American Express November 2010 - Present
Wachovia October 1987 - November 2008
Skills
Consumer Lending, Business Development, Leadership, Mortgage Lending, Customer Service, Portfolio Management, Relationship Management, Sales, Small Business Lending, Underwriting, Banking, Call Centers, CRM, Coaching, Credit, Commercial Lending, Customer Satisfaction, Credit Analysis, Small Business, Retail Banking, Loans
Education
Florida International University - College of Business 1993 — 1998
BA, Finance
South Miami High School 1974 — 1977
Judith Ciesielski's Wachovia Experience 2007 - 2009
Job Executive Vice President, Head of Credit Capital Oversight, Provision and Stress Testing
Industry Financial Services
Experience
Wells Fargo January 2009 - Present
Wachovia 2007 - 2009
Wachovia Securities, LLC 1999 - 2007
JP Morgan 1997 - 1999
Tate & Lyle 1995 - 1997
Coopers & Lybrand 1992 - 1995
Skills
Risk Management, Credit Risk, Auditing, Financial Risk, Credit, Portfolio Management, Banking, Commercial Banking, Finance, Project Management
Education
Fairfield University 1988 — 1992
BS, Accounting
Wells Fargo January 2009 - Present
Wachovia 2007 - 2009
Wachovia Securities, LLC 1999 - 2007
JP Morgan 1997 - 1999
Tate & Lyle 1995 - 1997
Coopers & Lybrand 1992 - 1995
Skills
Risk Management, Credit Risk, Auditing, Financial Risk, Credit, Portfolio Management, Banking, Commercial Banking, Finance, Project Management
Education
Fairfield University 1988 — 1992
BS, Accounting
Richard Fix's Wachovia Experience December 2002 - October 2004
Job Manager Security Solutions Design & Automation at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2013 - Present
Wells Fargo April 2011 - April 2013
Wachovia, A Wells Fargo Company November 2004 - April 2011
Wachovia December 2002 - October 2004
Wachovia May 2002 - December 2002
First Union National Bank June 1998 - March 2002
First Union National Bank December 1995 - May 1998
First Union National Bank September 1991 - December 1995
General Aerospace Materials May 1986 - October 1989
Skills
Vendor Management, Banking, Firewalls, Network Security, DNS, Software Documentation, Visio, Management, Networking, Unix, Project Management, Disaster Recovery, Network Engineering, Infrastructure, Data Center, IT Management, System Deployment, SDLC, Integration
Education
LIU Post 1990 — 1991
MBA, Information Technology
LIU Post 1983 — 1986
Bachelor, Marketing
Farmingdale State College 1981 — 1983
Associate, Data Processing
Wells Fargo April 2013 - Present
Wells Fargo April 2011 - April 2013
Wachovia, A Wells Fargo Company November 2004 - April 2011
Wachovia December 2002 - October 2004
Wachovia May 2002 - December 2002
First Union National Bank June 1998 - March 2002
First Union National Bank December 1995 - May 1998
First Union National Bank September 1991 - December 1995
General Aerospace Materials May 1986 - October 1989
Skills
Vendor Management, Banking, Firewalls, Network Security, DNS, Software Documentation, Visio, Management, Networking, Unix, Project Management, Disaster Recovery, Network Engineering, Infrastructure, Data Center, IT Management, System Deployment, SDLC, Integration
Education
LIU Post 1990 — 1991
MBA, Information Technology
LIU Post 1983 — 1986
Bachelor, Marketing
Farmingdale State College 1981 — 1983
Associate, Data Processing
Irene Reyes's Wachovia Experience June 1995 - October 2000
Job Vice President, Senior Recruiter at City National Bank
Industry Financial Services
Experience
City National Bank September 2015 - Present
Edward Jones January 2014 - September 2015
Merrill Lynch April 2010 - January 2014
Kaiser Permanente 2010 - 2010
HSBC April 2009 - October 2009
Smith Barney August 2005 - March 2009
Bank of America January 2002 - August 2005
HRCS October 2000 - January 2002
Wachovia June 1995 - October 2000
Skills
Hiring, Recruiting, Interviews, Human Resources, Sourcing, Leadership, Management, Talent Management, Deferred Compensation, Strategy, Change Management, Personnel Management, Networking, Negotiation, Talent Acquisition, Consulting
Education
Fashion Institute of Design & Merchandising
City National Bank September 2015 - Present
Edward Jones January 2014 - September 2015
Merrill Lynch April 2010 - January 2014
Kaiser Permanente 2010 - 2010
HSBC April 2009 - October 2009
Smith Barney August 2005 - March 2009
Bank of America January 2002 - August 2005
HRCS October 2000 - January 2002
Wachovia June 1995 - October 2000
Skills
Hiring, Recruiting, Interviews, Human Resources, Sourcing, Leadership, Management, Talent Management, Deferred Compensation, Strategy, Change Management, Personnel Management, Networking, Negotiation, Talent Acquisition, Consulting
Education
Fashion Institute of Design & Merchandising
Julie Gaines's Wachovia Experience May 2000 - February 2005
Job Factoring | Asset Based Lending | AR Management | Working Capital Finance
Industry Financial Services
Experience
LSQ Funding February 2008 - Present
Wachovia May 2000 - February 2005
Southeast Bank, NA 1990 - 2005
Southeast Bank NA 1990 - 1999
Skills
Factoring, Asset Based Lending, Funding, Commercial Finance, Loans, Commercial Banking, Small Business Lending, New Business Development, Business Analysis, Underwriting, Portfolio Management, Marketing Strategy, Credit, Financial Services, Marketing, Credit Analysis, Commercial Lending, Public Speaking, Finance, Corporate Finance, Financial Analysis, Strategic Partnerships, Leadership, Lines Of Credit, Middle Market, Banking, Cash Flow, Treasury Management, Financial Structuring, Mergers & Acquisitions, Financial Risk, Credit Risk, Restructuring, Commercial Mortgages, Cash Flow Lending, Small Business, Risk Management, Loan Origination, Business Development, Structured Finance, Mortgage Lending, Merchant Services, Executive Management, Private Equity, Relationship Management, Working Capital...
Education
Florida State University 1983 — 1988
BS, Public Administration
John I. Leonard HS 1979 — 1983
Diploma, Music
LSQ Funding February 2008 - Present
Wachovia May 2000 - February 2005
Southeast Bank, NA 1990 - 2005
Southeast Bank NA 1990 - 1999
Skills
Factoring, Asset Based Lending, Funding, Commercial Finance, Loans, Commercial Banking, Small Business Lending, New Business Development, Business Analysis, Underwriting, Portfolio Management, Marketing Strategy, Credit, Financial Services, Marketing, Credit Analysis, Commercial Lending, Public Speaking, Finance, Corporate Finance, Financial Analysis, Strategic Partnerships, Leadership, Lines Of Credit, Middle Market, Banking, Cash Flow, Treasury Management, Financial Structuring, Mergers & Acquisitions, Financial Risk, Credit Risk, Restructuring, Commercial Mortgages, Cash Flow Lending, Small Business, Risk Management, Loan Origination, Business Development, Structured Finance, Mortgage Lending, Merchant Services, Executive Management, Private Equity, Relationship Management, Working Capital...
Education
Florida State University 1983 — 1988
BS, Public Administration
John I. Leonard HS 1979 — 1983
Diploma, Music
Walter Montero's Wachovia Experience July 2000 - September 2006
Job Actively seeking employment
Industry Banking
Experience
Tengda Asian Bistro September 2012 - Present
WilliamsBurger August 2011 - September 2012
Tengda Asian Bistro October 2008 - August 2011
Cardinal Shehan Center October 2006 - September 2008
Wachovia July 2000 - September 2006
Skills
Microsoft Office, Customer Service, Negotiation, Photoshop, Strategic Planning, Research, Sales Management, Leadership
Education
Fairfield University 1999 — 2005
Bachelor of Science (BS), International Business
Tengda Asian Bistro September 2012 - Present
WilliamsBurger August 2011 - September 2012
Tengda Asian Bistro October 2008 - August 2011
Cardinal Shehan Center October 2006 - September 2008
Wachovia July 2000 - September 2006
Skills
Microsoft Office, Customer Service, Negotiation, Photoshop, Strategic Planning, Research, Sales Management, Leadership
Education
Fairfield University 1999 — 2005
Bachelor of Science (BS), International Business
Wayne Wolfenbarger's Wachovia Experience August 1988 - October 1989
Job Sr. Manager Application Development Embossing and Marketing Campaign Management at Citi
Industry Financial Services
Experience
Citi February 2013 - Present
Citi March 2002 - February 2013
Bank of America October 1989 - February 2002
Wachovia August 1988 - October 1989
EDS, an HP Company March 1986 - August 1988
Skills
Solaris, Mainframe, Operating Systems, Access, AIX, Management, Performance Tuning, Credit Cards, Production Support, Cash Management, Windows, SWIFT payments
Education
University of North Florida 1983 — 1985
B.S., Computer Information Systems
Florida State College at Jacksonville 1980 — 1983
Citi February 2013 - Present
Citi March 2002 - February 2013
Bank of America October 1989 - February 2002
Wachovia August 1988 - October 1989
EDS, an HP Company March 1986 - August 1988
Skills
Solaris, Mainframe, Operating Systems, Access, AIX, Management, Performance Tuning, Credit Cards, Production Support, Cash Management, Windows, SWIFT payments
Education
University of North Florida 1983 — 1985
B.S., Computer Information Systems
Florida State College at Jacksonville 1980 — 1983
Gerald Newman's Wachovia Experience December 1992 - March 2005
Job Commercial Mortgage Broker
Industry Financial Services
Experience
American Capital of NJ September 2010 - Present
YREPNJ 2010 - Present
YREPNY - Young Real Estate Professionals of New York 2007 - Present
American Capital Equity September 2008 - December 2010
Wachovia December 1992 - March 2005
Skills
SBA 504, Commercial Mortgages, Commercial Banking, Banking, Real Estate, Commercial Lending, Investment Properties, Real Estate Financing, Small Business Lending, Finance, Asset Based Lending, Credit Analysis, SBA, Construction Loans, Credit, Due Diligence, Loan Origination, Loans, Mortgage Lending, Real Estate Economics, Real Estate Transactions, Small Business, Investments, Networking
Education
Fairleigh Dickinson University 1982 — 1983
Small Business Studies, Economics
University of Pittsburgh 1968 — 1972
BA, Political Science, Economics
American Capital of NJ September 2010 - Present
YREPNJ 2010 - Present
YREPNY - Young Real Estate Professionals of New York 2007 - Present
American Capital Equity September 2008 - December 2010
Wachovia December 1992 - March 2005
Skills
SBA 504, Commercial Mortgages, Commercial Banking, Banking, Real Estate, Commercial Lending, Investment Properties, Real Estate Financing, Small Business Lending, Finance, Asset Based Lending, Credit Analysis, SBA, Construction Loans, Credit, Due Diligence, Loan Origination, Loans, Mortgage Lending, Real Estate Economics, Real Estate Transactions, Small Business, Investments, Networking
Education
Fairleigh Dickinson University 1982 — 1983
Small Business Studies, Economics
University of Pittsburgh 1968 — 1972
BA, Political Science, Economics
Maurice (Rico) Smith's Wachovia Experience February 1999 - February 2008
Job Wireless Engineer at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo June 2014 - Present
NGIT February 2008 - June 2014
Wachovia Securities Financial Network February 1999 - February 2008
Wachovia February 1999 - February 2008
Skills
Active Directory, VMware, Troubleshooting, Security, VPN, Switches, Operating Systems, Technical Support, Networking, Hardware, Software Installation, Citrix, Windows, Access, Cisco Routers
Education
Ferrum College 1991 — 1992
Business
Fork Union Military Acad. 1990 — 1991
Post Grad
Wells Fargo June 2014 - Present
NGIT February 2008 - June 2014
Wachovia Securities Financial Network February 1999 - February 2008
Wachovia February 1999 - February 2008
Skills
Active Directory, VMware, Troubleshooting, Security, VPN, Switches, Operating Systems, Technical Support, Networking, Hardware, Software Installation, Citrix, Windows, Access, Cisco Routers
Education
Ferrum College 1991 — 1992
Business
Fork Union Military Acad. 1990 — 1991
Post Grad
Samuel Smalley's Wachovia Experience July 2007 - November 2008
Job Certified Residential Real Estate Appraiser at Premier Appraisal
Industry Real Estate
Experience
Premier Appraisal February 2013 - August 2015
Alpha Valuation, LLC January 2008 - December 2012
Wachovia July 2007 - November 2008
Wachovia Bank / World Savings Legacy 2007 - 2008
Wachovia, A Wells Fargo Company 2007 - 2008
Skills
FHA, Appraisals, Loans, Condos, Mortgage Lending, Real Estate, First Time Home Buyers, Real Estate Transactions, Refinance, Single Family Homes, Investment Properties, Investors, Residential Homes, Sellers, Valuation, Short Sales, Property, Rentals, Foreclosures, Real Property, Relocation, Real Estate Financing, Listings, REO, Luxury, Loss Mitigation, FHA financing
Education
Florida State University 2015 — 2017
Philosophy
Tallahassee Community College 2014 — 2014
Associate of Arts (A.A.), 3.89 GPA
Miami Northwestern Senior High 1993 — 1997
Medical Magnet
Florida International University
2.33 GPA
Premier Appraisal February 2013 - August 2015
Alpha Valuation, LLC January 2008 - December 2012
Wachovia July 2007 - November 2008
Wachovia Bank / World Savings Legacy 2007 - 2008
Wachovia, A Wells Fargo Company 2007 - 2008
Skills
FHA, Appraisals, Loans, Condos, Mortgage Lending, Real Estate, First Time Home Buyers, Real Estate Transactions, Refinance, Single Family Homes, Investment Properties, Investors, Residential Homes, Sellers, Valuation, Short Sales, Property, Rentals, Foreclosures, Real Property, Relocation, Real Estate Financing, Listings, REO, Luxury, Loss Mitigation, FHA financing
Education
Florida State University 2015 — 2017
Philosophy
Tallahassee Community College 2014 — 2014
Associate of Arts (A.A.), 3.89 GPA
Miami Northwestern Senior High 1993 — 1997
Medical Magnet
Florida International University
2.33 GPA
Colette Zoobi's Wachovia Experience February 1997 - June 2011
Job Business Systems Consultant
Industry Banking
Experience
Wells Fargo June 2011 - Present
Wachovia February 1997 - June 2011
Skills
Business requi, Home Equity Loans, Credit, Visio, Project Management, Project Coordination, User Acceptance Testing, Vendor Management, Banking, Requirements Analysis, Mortgage Lending, Process Improvement, Credit Analysis, Mortgage Banking, Business Analysis, Retail Banking, Business Requirements, Loans, Risk Management, Underwriting, Consumer Lending, Relationship Management, Business Process...
Education
Florida Institute of Technology 1983 — 1988
BS, Business
Wells Fargo June 2011 - Present
Wachovia February 1997 - June 2011
Skills
Business requi, Home Equity Loans, Credit, Visio, Project Management, Project Coordination, User Acceptance Testing, Vendor Management, Banking, Requirements Analysis, Mortgage Lending, Process Improvement, Credit Analysis, Mortgage Banking, Business Analysis, Retail Banking, Business Requirements, Loans, Risk Management, Underwriting, Consumer Lending, Relationship Management, Business Process...
Education
Florida Institute of Technology 1983 — 1988
BS, Business
Leon Crumpler's Wachovia Experience May 1996 - February 2010
Job Project Manager at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank April 2013 - Present
Wells Fargo Bank, N.A. February 2010 - Present
Wachovia May 1996 - February 2010
Wachovia Bank May 1996 - February 2010
Skills
Banking, Financial Services, Business Requirements, Business Analysis, SDLC, Process Improvement, Risk Management, Vendor Management, Visio, PMO, Portfolio Management, Relationship Management, Training
Education
Strayer University (VA) 2008 — 2011
Executive Graduate Certificate in Business Administration - Concentration in Management
Fayetteville State University 1981 — 1984
B.A., Political
Wells Fargo Bank April 2013 - Present
Wells Fargo Bank, N.A. February 2010 - Present
Wachovia May 1996 - February 2010
Wachovia Bank May 1996 - February 2010
Skills
Banking, Financial Services, Business Requirements, Business Analysis, SDLC, Process Improvement, Risk Management, Vendor Management, Visio, PMO, Portfolio Management, Relationship Management, Training
Education
Strayer University (VA) 2008 — 2011
Executive Graduate Certificate in Business Administration - Concentration in Management
Fayetteville State University 1981 — 1984
B.A., Political
Frank Levine's Wachovia Experience 2001 - 2003
Job Open to Opportunities in Business Resiliency
Industry Banking
Experience
Open to Opportunities in Business Resiliency May 2009 - Present
Bank of America (Collabera) October 2008 - April 2009
Bank of America 2008 - April 2009
Bank of America 2009 - 2009
Wachovia Bank August 2003 - September 2008
Wachovia 2001 - 2003
First Union National Bank (currently Wachovia Bank) 1999 - 2001
Trans-Alaska Technology September 1998 - June 1999
Republic National Bank 1984 - 1998
Education
Florida International University
BS, Management Information Systems
Open to Opportunities in Business Resiliency May 2009 - Present
Bank of America (Collabera) October 2008 - April 2009
Bank of America 2008 - April 2009
Bank of America 2009 - 2009
Wachovia Bank August 2003 - September 2008
Wachovia 2001 - 2003
First Union National Bank (currently Wachovia Bank) 1999 - 2001
Trans-Alaska Technology September 1998 - June 1999
Republic National Bank 1984 - 1998
Education
Florida International University
BS, Management Information Systems
Angel Buchanan's Wachovia Experience April 2009 - Present
Job Community Bank President at Wachovia/Wells Fargo
Industry Banking
Experience
Wachovia April 2009 - Present
wachovia August 1997 - March 2009
Education
Florida State University 1988 — 1992
Bachelor of Science, Finance
Wachovia April 2009 - Present
wachovia August 1997 - March 2009
Education
Florida State University 1988 — 1992
Bachelor of Science, Finance
Sabrina Stone's Wachovia Experience December 2008 - May 2009
Job Merchant Services Consultant at SunTrust Bank
Industry Public Relations and Communications
Experience
SunTrust Bank May 2013 - Present
Wells Fargo December 2012 - April 2013
Wells Fargo January 2012 - December 2012
Wells Fargo June 2010 - December 2012
Wells Fargo April 2009 - June 2010
Wachovia December 2008 - May 2009
Skills
Banking, Credit, Financial Analysis, Loans, Mortgage Lending, Portfolio Management, Strategic Financial..., Financial Services, Sales Management, Direct Sales, Sales Presentations, Customer Service, Customer Retention, Compliance, Marketing, Customer Satisfaction, Sales, Cross Selling, Retail, Branch Banking, Salesforce.com, Electronic Payments, Credit Cards, Payment Card Processing, Finance, Relationship Management, Financial Planning
Education
Ferrum College 2000 — 2004
Bachelor of Arts (B.A.), Marketing
SunTrust Bank May 2013 - Present
Wells Fargo December 2012 - April 2013
Wells Fargo January 2012 - December 2012
Wells Fargo June 2010 - December 2012
Wells Fargo April 2009 - June 2010
Wachovia December 2008 - May 2009
Skills
Banking, Credit, Financial Analysis, Loans, Mortgage Lending, Portfolio Management, Strategic Financial..., Financial Services, Sales Management, Direct Sales, Sales Presentations, Customer Service, Customer Retention, Compliance, Marketing, Customer Satisfaction, Sales, Cross Selling, Retail, Branch Banking, Salesforce.com, Electronic Payments, Credit Cards, Payment Card Processing, Finance, Relationship Management, Financial Planning
Education
Ferrum College 2000 — 2004
Bachelor of Arts (B.A.), Marketing
Sharond Poag's Wachovia Experience 2008 - 2011
Job Financial Center Manager at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank 2011 - Present
Wachovia 2008 - 2011
Gevity 2005 - 2007
Gevity HR, Inc. (now TriNet Group, Inc.) 2005 - 2007
Deutsche Bank 2004 - 2006
Education
Florida Agricultural and Mechanical University 2000 — 2004
BS, Finance
Fifth Third Bank 2011 - Present
Wachovia 2008 - 2011
Gevity 2005 - 2007
Gevity HR, Inc. (now TriNet Group, Inc.) 2005 - 2007
Deutsche Bank 2004 - 2006
Education
Florida Agricultural and Mechanical University 2000 — 2004
BS, Finance
Rhonda Davie's Wachovia Experience May 2001 - October 2005
Job Customer Service Specialist
Industry Consumer Services
Experience
Convergys July 2006 - November 2013
Wachovia May 2001 - October 2005
Skills
Salons, Portfolio Management, Recruiting, Management, Training, CRM, Vendor Management, Performance Management, Team Management, Team Building, Talent Acquisition, Team Leadership, Process Improvement
Education
Florida Metropolitan University 2006 — 2010
Associate, MIBC
Lincoln High School 1991 — 1992
Diploma
Keystone Heights High School 1990 — 1991
Diploma
Convergys July 2006 - November 2013
Wachovia May 2001 - October 2005
Skills
Salons, Portfolio Management, Recruiting, Management, Training, CRM, Vendor Management, Performance Management, Team Management, Team Building, Talent Acquisition, Team Leadership, Process Improvement
Education
Florida Metropolitan University 2006 — 2010
Associate, MIBC
Lincoln High School 1991 — 1992
Diploma
Keystone Heights High School 1990 — 1991
Diploma
Kim Duke Spivey's Wachovia Experience June 2007 - July 2010
Job Partner at Spivey & Olmstead, LLC
Industry Management Consulting
Experience
Spivey & Olmstead, LLC June 2010 - Present
Wachovia June 2007 - July 2010
Wachovia Bank (formerly First Union Bank) 1984 - 2009
Wachovia July 2005 - June 2007
Wachovia July 1998 - June 2005
Education
Fielding Graduate University 2003 — 2005
MA, Organization Development & Leadership
University of Virginia 1980 — 1984
BA, American Government
Spivey & Olmstead, LLC June 2010 - Present
Wachovia June 2007 - July 2010
Wachovia Bank (formerly First Union Bank) 1984 - 2009
Wachovia July 2005 - June 2007
Wachovia July 1998 - June 2005
Education
Fielding Graduate University 2003 — 2005
MA, Organization Development & Leadership
University of Virginia 1980 — 1984
BA, American Government
Kay-Marie Slaughter's Wachovia Experience December 2001 - May 2004
Job Senior Systems Administration/Analyst
Industry Information Technology and Services
Experience
Wells Fargo January 2005 - Present
Wachovia December 2001 - May 2004
Reliacast February 2001 - May 2001
Verizon Internet Services July 2000 - February 2001
Mitre April 2000 - July 2000
Unisys Corporation April 1995 - July 1996
Metrica, Inc. January 1994 - April 1995
Metrica, Inc. July 1993 - January 1994
Electronic Industries Association December 1987 - February 1993
Skills
Disaster Recovery, Unix, Solaris, Autosys, Mainframe, Netbackup, AIX, BMC Remedy, Data Center, Software Documentation, System Administration, Red Hat Linux
Education
Fairmont State College 1979 — 1980
Certification, National Emergency Medical Technician-Paramedic
Glenille State College 1974 — 1977
Bachelor of Arts in Education, Music K-12
Wells Fargo January 2005 - Present
Wachovia December 2001 - May 2004
Reliacast February 2001 - May 2001
Verizon Internet Services July 2000 - February 2001
Mitre April 2000 - July 2000
Unisys Corporation April 1995 - July 1996
Metrica, Inc. January 1994 - April 1995
Metrica, Inc. July 1993 - January 1994
Electronic Industries Association December 1987 - February 1993
Skills
Disaster Recovery, Unix, Solaris, Autosys, Mainframe, Netbackup, AIX, BMC Remedy, Data Center, Software Documentation, System Administration, Red Hat Linux
Education
Fairmont State College 1979 — 1980
Certification, National Emergency Medical Technician-Paramedic
Glenille State College 1974 — 1977
Bachelor of Arts in Education, Music K-12
Randy Sauntman's Wachovia Experience July 2000 - March 2003
Job ABL Audit Officer at Comerica Bank
Industry Financial Services
Experience
Comerica Bank October 2012 - Present
Lincoln Regal, Inc. October 2010 - September 2012
US Air Conditioning Distributors June 2008 - October 2010
LaSalle Business Credit June 2003 - June 2008
Bank of America June 2003 - June 2008
Wachovia July 2000 - March 2003
Business Alliance Capital August 1998 - July 2000
Fremont Financial Corporation January 1996 - August 1998
Skills
Asset Based Lending, Credit, Loans, Banking, Financial Analysis, Factoring, Portfolio Management, Underwriting, Credit Analysis, Cash Flow, Commercial Banking, Financial Modeling, Accounting, Auditing, Strategic Financial..., Due Diligence, Corporate Finance, Funding, Risk Management, Sarbanes-Oxley Act, Finance
Education
Ferris State University 1990 — 1995
Bachelor of Science, Business Administration
Ferris State University 1988 — 1990
Associate in Applied Science, Real Estate
Comerica Bank October 2012 - Present
Lincoln Regal, Inc. October 2010 - September 2012
US Air Conditioning Distributors June 2008 - October 2010
LaSalle Business Credit June 2003 - June 2008
Bank of America June 2003 - June 2008
Wachovia July 2000 - March 2003
Business Alliance Capital August 1998 - July 2000
Fremont Financial Corporation January 1996 - August 1998
Skills
Asset Based Lending, Credit, Loans, Banking, Financial Analysis, Factoring, Portfolio Management, Underwriting, Credit Analysis, Cash Flow, Commercial Banking, Financial Modeling, Accounting, Auditing, Strategic Financial..., Due Diligence, Corporate Finance, Funding, Risk Management, Sarbanes-Oxley Act, Finance
Education
Ferris State University 1990 — 1995
Bachelor of Science, Business Administration
Ferris State University 1988 — 1990
Associate in Applied Science, Real Estate
Keith Stinchcomb's Wachovia Experience February 1996 - December 1997
Job Private Banker Advisor Channel at BNY Mellon
Industry Banking
Experience
BNY Mellon September 2015 - Present
The Provident Bank December 2007 - Present
Merrill Lynch 2000 - 2005
BankLink 1999 - 2002
Wachovia February 1996 - December 1997
Skills
Credit, Commercial Banking, Loans, Commercial Lending, Cash Management, Banking, Portfolio Management, Small Business Lending, Credit Analysis, Asset Based Lending, Lines Of Credit, Leadership, Financial Analysis, Risk Management, Finance, Commercial Mortgages
Education
Fairleigh Dickinson University-Florham Campus
BS, Marketing
Fairleigh Dickinson University-Florham Campus
MBA, Finance
BNY Mellon September 2015 - Present
The Provident Bank December 2007 - Present
Merrill Lynch 2000 - 2005
BankLink 1999 - 2002
Wachovia February 1996 - December 1997
Skills
Credit, Commercial Banking, Loans, Commercial Lending, Cash Management, Banking, Portfolio Management, Small Business Lending, Credit Analysis, Asset Based Lending, Lines Of Credit, Leadership, Financial Analysis, Risk Management, Finance, Commercial Mortgages
Education
Fairleigh Dickinson University-Florham Campus
BS, Marketing
Fairleigh Dickinson University-Florham Campus
MBA, Finance
Ottie Ray Kerley III's Wachovia Experience June 2007 - April 2009
Job VP Consumer Deposits & Analytics Manager
Industry Financial Services
Experience
SunTrust Bank July 2014 - Present
SunTrust Bank June 2011 - July 2014
Wells Fargo & Company April 2009 - June 2011
Wachovia June 2007 - April 2009
Skills
SAS, Excel, SQL, PowerPoint, Customer Analytics, Analysis, Consumer Insights, Database Marketing, Segmentation, Data Analysis, Banking, Analytics, Customer Analysis, Financial Services, Pricing, Strategy
Education
Emory University - Goizueta Business School 2012 — 2015
Master of Business Administration (MBA)
Wake Forest University 2003 — 2007
BS, Business
Murray High School 1999 — 2003
SunTrust Bank July 2014 - Present
SunTrust Bank June 2011 - July 2014
Wells Fargo & Company April 2009 - June 2011
Wachovia June 2007 - April 2009
Skills
SAS, Excel, SQL, PowerPoint, Customer Analytics, Analysis, Consumer Insights, Database Marketing, Segmentation, Data Analysis, Banking, Analytics, Customer Analysis, Financial Services, Pricing, Strategy
Education
Emory University - Goizueta Business School 2012 — 2015
Master of Business Administration (MBA)
Wake Forest University 2003 — 2007
BS, Business
Murray High School 1999 — 2003
Cheryl Mead's Wachovia Experience November 1992 - June 2005
Job Color Me Beautiful Independent Consultant
Industry Cosmetics
Experience
Color Me Beautiful July 2003 - Present
Wachovia November 1992 - June 2005
Skills
Cosmetics, Sales, Beauty Industry, Accounting, Customer Service, Skin Care, Marketing, Marketing Strategy, Makeup Artistry, Retail, Social Media Marketing, General Ledger, Training, Event Planning, Small Business
Education
Faulkner University 1992 — 1996
Bachelor, Business Administration
Color Me Beautiful July 2003 - Present
Wachovia November 1992 - June 2005
Skills
Cosmetics, Sales, Beauty Industry, Accounting, Customer Service, Skin Care, Marketing, Marketing Strategy, Makeup Artistry, Retail, Social Media Marketing, General Ledger, Training, Event Planning, Small Business
Education
Faulkner University 1992 — 1996
Bachelor, Business Administration
Layton Mathews's Wachovia Experience January 2007 - May 2008
Job Business Analyst at Bank of America
Industry Banking
Experience
Bank of America ETL Analyst DeveloperGoodrichAugust 2008 - April 2009
Wachovia January 2007 - May 2008
Vistakon September 1999 - May 2006
Skills
COBOL, RPG IV-ILE, SQL, Business Objects Data..., Business Analysis, Business Intelligence, Requirements Gathering, Requirements Analysis, Requirements..., System Requirements, AS400, IBM iSeries, PC, Talend, Informatica, Mainframe
Education
Florida Community College at Jacksonville 2005 — 2006
None, Database Adminstration, A
Jacksonville University 1995 — 2005
Bachelor's degree, Computer/Information Technology Administration and Management, 4.0
Kennesaw State University 1994 — 1995
None, Computer Science
MacArthur State Technical College
Associate's degree, Business Data Processing
Bank of America ETL Analyst DeveloperGoodrichAugust 2008 - April 2009
Wachovia January 2007 - May 2008
Vistakon September 1999 - May 2006
Skills
COBOL, RPG IV-ILE, SQL, Business Objects Data..., Business Analysis, Business Intelligence, Requirements Gathering, Requirements Analysis, Requirements..., System Requirements, AS400, IBM iSeries, PC, Talend, Informatica, Mainframe
Education
Florida Community College at Jacksonville 2005 — 2006
None, Database Adminstration, A
Jacksonville University 1995 — 2005
Bachelor's degree, Computer/Information Technology Administration and Management, 4.0
Kennesaw State University 1994 — 1995
None, Computer Science
MacArthur State Technical College
Associate's degree, Business Data Processing
Judi Travers's Wachovia Experience October 2005 - October 2008
Job Loan Administrative Manager, Area Processing Manager NC at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage October 2012 - Present
Bank of America June 2012 - October 2012
Wachovia Mortgage Corporation (n/k/a Wells Fargo Home Mortgage) May 2002 - October 2011
Wells Fargo Financial 2008 - 2011
Wachovia October 2005 - October 2008
Wachovia May 2004 - October 2005
Wachovia May 2003 - May 2004
Atlantic Bay Mortgage Group May 2001 - May 2003
Skills
Mortgage, Credit, Banking, Conventional, Loans, Mortgage Lending, Credit Analysis, Underwriting, Mortgage Banking, Customer Service, Cross Selling, Lotus Notes, Compliance, Risk Management, Customer Relations, Financial Analysis, Mortgage Underwriting, Word, Microsoft Office, PowerPoint, Residential Mortgages, Documentation, Call Center, Problem Solving, Change Management, Coaching, Policy Analysis, Process Improvement, Outlook, Loan Origination
Education
Lancaster High School 1970 — 1973
Diploma, Business
Erie Community College
Some College Courses, Business
Wells Fargo Home Mortgage October 2012 - Present
Bank of America June 2012 - October 2012
Wachovia Mortgage Corporation (n/k/a Wells Fargo Home Mortgage) May 2002 - October 2011
Wells Fargo Financial 2008 - 2011
Wachovia October 2005 - October 2008
Wachovia May 2004 - October 2005
Wachovia May 2003 - May 2004
Atlantic Bay Mortgage Group May 2001 - May 2003
Skills
Mortgage, Credit, Banking, Conventional, Loans, Mortgage Lending, Credit Analysis, Underwriting, Mortgage Banking, Customer Service, Cross Selling, Lotus Notes, Compliance, Risk Management, Customer Relations, Financial Analysis, Mortgage Underwriting, Word, Microsoft Office, PowerPoint, Residential Mortgages, Documentation, Call Center, Problem Solving, Change Management, Coaching, Policy Analysis, Process Improvement, Outlook, Loan Origination
Education
Lancaster High School 1970 — 1973
Diploma, Business
Erie Community College
Some College Courses, Business
Neala Ameerali's Wachovia Experience May 2007 - November 2007
Job Epic Certified Ambulatory Analyst and PB Report Writer
Industry Information Technology and Services
Experience
Mount Sinai Medical Center Miami Beach June 2013 - August 2014
City Year August 2012 - June 2013
US Securities and Exchange Commission May 2010 - December 2011
Wachovia May 2007 - November 2007
Skills
Public Speaking, Research, Event Planning, Nonprofits, PowerPoint, Analysis, Leadership Development, Microsoft Excel, Microsoft Office, Social Media, Community Outreach, Data Analysis, Fundraising
Education
Harvard Extension School 2014 — 2016
Pre-Health
Florida International University - College of Business Administration 2007 — 2011
Bachelor of Business Administration (BBA), Finance and Management Information Systems, 3.52
Florida International University 2012 — 2013
Certificate of Project Management
Mount Sinai Medical Center Miami Beach June 2013 - August 2014
City Year August 2012 - June 2013
US Securities and Exchange Commission May 2010 - December 2011
Wachovia May 2007 - November 2007
Skills
Public Speaking, Research, Event Planning, Nonprofits, PowerPoint, Analysis, Leadership Development, Microsoft Excel, Microsoft Office, Social Media, Community Outreach, Data Analysis, Fundraising
Education
Harvard Extension School 2014 — 2016
Pre-Health
Florida International University - College of Business Administration 2007 — 2011
Bachelor of Business Administration (BBA), Finance and Management Information Systems, 3.52
Florida International University 2012 — 2013
Certificate of Project Management
Maria del Carmen Silva Earley's Wachovia Experience January 2010 - October 2010
Job Quality Assurance Analyst at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage July 2013 - Present
Wells Fargo Home Mortgage November 2010 - June 2013
Wachovia January 2010 - October 2010
USAA April 2009 - October 2010
Neighborhood Assistance Corporation of America - NACA April 2007 - April 2008
Skills
Advanced MSP/CPI..., MS Word, Excel, Power..., 10 – Keys – Data entry, English and Spanish
Education
Enterprise State Community College
High School Equivalency Certificate (GED) to show proficiency in the English language
San Antonio de Mujeres
St. Phillips College, San Antonio, TX
Mortgage Loan Officer, San Antonio, TX
St. Phillips College, San Antonio, TX
Real Estate Certifications Courses
Wells Fargo Home Mortgage July 2013 - Present
Wells Fargo Home Mortgage November 2010 - June 2013
Wachovia January 2010 - October 2010
USAA April 2009 - October 2010
Neighborhood Assistance Corporation of America - NACA April 2007 - April 2008
Skills
Advanced MSP/CPI..., MS Word, Excel, Power..., 10 – Keys – Data entry, English and Spanish
Education
Enterprise State Community College
High School Equivalency Certificate (GED) to show proficiency in the English language
San Antonio de Mujeres
St. Phillips College, San Antonio, TX
Mortgage Loan Officer, San Antonio, TX
St. Phillips College, San Antonio, TX
Real Estate Certifications Courses
Kathryn Crockett's Wachovia Experience February 2007 - June 2007
Job Repurchase Analyst/QC Auditor Remote
Industry Banking
Experience
United Wholesale Mortgage December 2012 - Present
Bank of Oklahoma June 2010 - December 2012
EverBank April 2009 - June 2010
R Accounting & Tax Services December 2007 - April 2009
Countrywide Home Loans June 2007 - December 2007
Wachovia February 2007 - June 2007
Homes and Loans USA September 2001 - May 2007
American Capital Financial Group September 2000 - September 2001
Skills
Analysis, Mortgage Lending, FHA, Construction, Real Estate, Finance, Management, Auditing, Investors, Loans, Loss Mitigation, Training, Foreclosures, Credit, Insurance, Mortgage Banking, Underwriting, Contract Management, Software Documentation, VA Loans, Process Scheduler
Education
State University of New York College at Fredonia 1995 — 1999
Bachelor's degree
Florida Atlantic University
Master of Science (MS)
United Wholesale Mortgage December 2012 - Present
Bank of Oklahoma June 2010 - December 2012
EverBank April 2009 - June 2010
R Accounting & Tax Services December 2007 - April 2009
Countrywide Home Loans June 2007 - December 2007
Wachovia February 2007 - June 2007
Homes and Loans USA September 2001 - May 2007
American Capital Financial Group September 2000 - September 2001
Skills
Analysis, Mortgage Lending, FHA, Construction, Real Estate, Finance, Management, Auditing, Investors, Loans, Loss Mitigation, Training, Foreclosures, Credit, Insurance, Mortgage Banking, Underwriting, Contract Management, Software Documentation, VA Loans, Process Scheduler
Education
State University of New York College at Fredonia 1995 — 1999
Bachelor's degree
Florida Atlantic University
Master of Science (MS)
Paul Rosell's Wachovia Experience August 1999 - December 2011
Job SSA Mercantil Commerce bank
Industry Financial Services
Experience
Mercantile Commerce December 2014 - Present
Wells Fargo April 2012 - December 2014
Wachovia August 1999 - December 2011
Skills
Banking, Loans, Credit, Financial Analysis, Mortgage Lending, Investments, Financial Services, Risk Management, Consumer Lending, Financial Planning, Portfolio Management, Commercial Lending, Loan Origination, Series 7, Wealth Management, Series 63, Credit Analysis, Finance, Small Business Lending, Commercial Banking, Mortgage Banking, Retail Banking
Education
Florida International University 2014 — 2016
Bachelor's Degree, Management Information Systems, General
Miami Dade College
Associate's Degree, Business/Managerial Economics
Mercantile Commerce December 2014 - Present
Wells Fargo April 2012 - December 2014
Wachovia August 1999 - December 2011
Skills
Banking, Loans, Credit, Financial Analysis, Mortgage Lending, Investments, Financial Services, Risk Management, Consumer Lending, Financial Planning, Portfolio Management, Commercial Lending, Loan Origination, Series 7, Wealth Management, Series 63, Credit Analysis, Finance, Small Business Lending, Commercial Banking, Mortgage Banking, Retail Banking
Education
Florida International University 2014 — 2016
Bachelor's Degree, Management Information Systems, General
Miami Dade College
Associate's Degree, Business/Managerial Economics
Consuelo Velazquez's Wachovia Experience January 2000 - June 2012
Job Student at Florida International University/Behavioral Therapist
Industry Mental Health Care
Experience
Progressive Behavioral Therapy Inc. February 2014 - Present
Wachovia January 2000 - June 2012
Education
Florida International University 2014 — 2016
Master’s Degree, Masters of Social Work
Florida International University 2012 — 2013
Bachelor of Arts (B.A.), Behavior Analysis, Psychology
Progressive Behavioral Therapy Inc. February 2014 - Present
Wachovia January 2000 - June 2012
Education
Florida International University 2014 — 2016
Master’s Degree, Masters of Social Work
Florida International University 2012 — 2013
Bachelor of Arts (B.A.), Behavior Analysis, Psychology
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.