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
Wachovia List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wachovia. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wachovia Salaries. You can even request information on how much does Wachovia pay if you want to. Learn about salaries, pros and cons of working for Wachovia directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
5,245 Wachovia employees in database. Find out everything there's to know about Wachovia employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wachovia Employees
Employee
Years
Job
Industry
Corinne Lockwood Kelly Corinne Lockwood Kelly's Wachovia Experience July 2005 - October 2007
Job
Industry Accounting
Experience
Amaden Gay Agencies November 2009 - Present
Mullen December 2007 - May 2009
Wachovia July 2005 - October 2007
Skills
Accounts Payable, Data Entry, Accounts Receivable, Expenses, QuickBooks, Outlook, PeopleSoft, Invoicing, Microsoft Office, Access, Account Reconciliation, Insurance, Office Management, Payroll
Education
Franklin Pierce University 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Amaden Gay Agencies November 2009 - Present
Mullen December 2007 - May 2009
Wachovia July 2005 - October 2007
Skills
Accounts Payable, Data Entry, Accounts Receivable, Expenses, QuickBooks, Outlook, PeopleSoft, Invoicing, Microsoft Office, Access, Account Reconciliation, Insurance, Office Management, Payroll
Education
Franklin Pierce University 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Gapsen Escarmant Gapsen Escarmant's Wachovia Experience August 2004 - January 2005
Job Technology Consultant
Industry Information Technology and Services
Experience
University of Phoenix April 2008 - Present
Self-employed July 2006 - Present
H&R Block October 2011 - January 2012
United States Department of Defense February 2005 - November 2007
Wachovia August 2004 - January 2005
Aventis Behring June 2002 - June 2004
FSU Taekwondo June 2002 - May 2004
Skills
Higher Education, Public Speaking, Leadership Development, Staff Development, Distance Learning, Leadership, Analysis, Adult Education, Academic Advising, Enrollment Management, Admissions, Team Building, Program Management, Policy, Military, Instructional Design, Research, Employee Relations, Training, PowerPoint, Curriculum Development, Educational Leadership, Microsoft Office, Information Technology, Internal Communications, A+, Technical Support
Education
University of Phoenix 2011 — 2013
Bachelor's degree, Information Technology/ Information Security
University of Phoenix 2005 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
Florida State University 2001 — 2004
Bachelor's degree, Finance, General
Miami Dade College 1999 — 2001
Associate's degree, Business Administration and Management, General
University of Phoenix April 2008 - Present
Self-employed July 2006 - Present
H&R Block October 2011 - January 2012
United States Department of Defense February 2005 - November 2007
Wachovia August 2004 - January 2005
Aventis Behring June 2002 - June 2004
FSU Taekwondo June 2002 - May 2004
Skills
Higher Education, Public Speaking, Leadership Development, Staff Development, Distance Learning, Leadership, Analysis, Adult Education, Academic Advising, Enrollment Management, Admissions, Team Building, Program Management, Policy, Military, Instructional Design, Research, Employee Relations, Training, PowerPoint, Curriculum Development, Educational Leadership, Microsoft Office, Information Technology, Internal Communications, A+, Technical Support
Education
University of Phoenix 2011 — 2013
Bachelor's degree, Information Technology/ Information Security
University of Phoenix 2005 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
Florida State University 2001 — 2004
Bachelor's degree, Finance, General
Miami Dade College 1999 — 2001
Associate's degree, Business Administration and Management, General
Joe Petriccione Joe Petriccione's Wachovia Experience 2004 - January 2009
Job VP, Wealth Advisor at Regions
Industry Financial Services
Experience
Regions Financial Corporation 2013 - Present
Regions Bank January 2009 - 2012
Wachovia 2004 - January 2009
SouthTrust Bank October 2002 - October 2004
Wachovia April 1996 - October 2002
Skills
Risk Management..., NYSE Series 7, 6, 63, 65, Georgia Insurance..., Series 7, Banking, Commercial Lending, Portfolio Management, Management, Insurance, Small Business Lending, Estate Planning, Loans, Mergers & Acquisitions, Wealth Management, Risk Management, Credit Analysis, Finance, Mortgage Lending, Credit, Investments, Private Banking, Underwriting, Retirement Planning, Strategic Financial..., Lines Of Credit, Consumer Lending, Asset Based Lending, Commercial Banking, Financial Planning
Education
Florida State University 1991 — 1995
Business Communications
DeMatha Catholic High School 1988 — 1991
Regions Financial Corporation 2013 - Present
Regions Bank January 2009 - 2012
Wachovia 2004 - January 2009
SouthTrust Bank October 2002 - October 2004
Wachovia April 1996 - October 2002
Skills
Risk Management..., NYSE Series 7, 6, 63, 65, Georgia Insurance..., Series 7, Banking, Commercial Lending, Portfolio Management, Management, Insurance, Small Business Lending, Estate Planning, Loans, Mergers & Acquisitions, Wealth Management, Risk Management, Credit Analysis, Finance, Mortgage Lending, Credit, Investments, Private Banking, Underwriting, Retirement Planning, Strategic Financial..., Lines Of Credit, Consumer Lending, Asset Based Lending, Commercial Banking, Financial Planning
Education
Florida State University 1991 — 1995
Business Communications
DeMatha Catholic High School 1988 — 1991
Robert Ezell Robert Ezell's Wachovia Experience 1993 - 2008
Job Senior Security Analyst
Industry Financial Services
Experience
Wells Fargo 2008 - 2014
Wachovia 1993 - 2008
Skills
Information Security, Disaster Recovery, Risk Management, SDLC, Information Security..., CISSP, Security, Network Security, Visio, Integration, IT Management, Process Improvement, Enterprise Architecture, Vendor Management, Management, Business Continuity, Microsoft Office, Information Technology, Software Documentation, Team Building, IT Strategy
Education
Strayer University 2007 — 2009
Master's degree, Computer and Information Systems Security/Information Assurance
High Point University 1996 — 2000
Bachelor's degree, Information Technology
Forsyth Technical Community College
Forsyth Technical Community College
Wells Fargo 2008 - 2014
Wachovia 1993 - 2008
Skills
Information Security, Disaster Recovery, Risk Management, SDLC, Information Security..., CISSP, Security, Network Security, Visio, Integration, IT Management, Process Improvement, Enterprise Architecture, Vendor Management, Management, Business Continuity, Microsoft Office, Information Technology, Software Documentation, Team Building, IT Strategy
Education
Strayer University 2007 — 2009
Master's degree, Computer and Information Systems Security/Information Assurance
High Point University 1996 — 2000
Bachelor's degree, Information Technology
Forsyth Technical Community College
Forsyth Technical Community College
Axel Dubon's Wachovia Experience February 2003 - January 2008
Job District Sales Coordinator, Pasadena California
Industry Insurance
Experience
Aflac April 2008 - Present
Wachovia February 2003 - January 2008
Skills
Insurance, Disability Insurance, Term Life Insurance, Life Insurance, Whole Life, Accident, Employee Benefits, Cafeteria Plans, Critical Illness, Brokers, Accident Insurance, Health Insurance, Small Business, Public Speaking, Team Building, Customer Service, Leadership, Management, Sales, Strategic Planning
Education
Fullerton College 1995 — 1997
Business/Commerce, General
Aflac April 2008 - Present
Wachovia February 2003 - January 2008
Skills
Insurance, Disability Insurance, Term Life Insurance, Life Insurance, Whole Life, Accident, Employee Benefits, Cafeteria Plans, Critical Illness, Brokers, Accident Insurance, Health Insurance, Small Business, Public Speaking, Team Building, Customer Service, Leadership, Management, Sales, Strategic Planning
Education
Fullerton College 1995 — 1997
Business/Commerce, General
Josh McConachie's Wachovia Experience September 2001 - January 2005
Job Private Banking Relationship Manager
Industry Financial Services
Experience
U.S. Bank September 2013 - Present
Commerce Bank August 2010 - September 2013
Commerce Bank January 2005 - August 2010
Wachovia September 2001 - January 2005
Worldwide Express September 2000 - September 2001
IKON Office Solutions September 1999 - June 2000
Pepsi MidAmerica June 1995 - August 1999
Skills
Small Business Lending, Loans, Investments, Cash Management, Cash Flow, Financial Services, Banking, Credit, Cross Selling, Commercial Lending, Commercial Banking, Portfolio Management, Leadership, Retail Banking, Management, Credit Analysis, Finance, Commercial Mortgages, Consumer Lending, Sales, Credit Risk, Private Banking, Mortgage Lending, Relationship Management, Underwriting, Wealth Management, Financial Analysis, Loan Origination, Sales Management, Customer Service, Risk Management
Education
Fontbonne University 2007 — 2009
MBA, Business Administration
Southern Illinois University, Carbondale 1993 — 1997
BS, Marketing
U.S. Bank September 2013 - Present
Commerce Bank August 2010 - September 2013
Commerce Bank January 2005 - August 2010
Wachovia September 2001 - January 2005
Worldwide Express September 2000 - September 2001
IKON Office Solutions September 1999 - June 2000
Pepsi MidAmerica June 1995 - August 1999
Skills
Small Business Lending, Loans, Investments, Cash Management, Cash Flow, Financial Services, Banking, Credit, Cross Selling, Commercial Lending, Commercial Banking, Portfolio Management, Leadership, Retail Banking, Management, Credit Analysis, Finance, Commercial Mortgages, Consumer Lending, Sales, Credit Risk, Private Banking, Mortgage Lending, Relationship Management, Underwriting, Wealth Management, Financial Analysis, Loan Origination, Sales Management, Customer Service, Risk Management
Education
Fontbonne University 2007 — 2009
MBA, Business Administration
Southern Illinois University, Carbondale 1993 — 1997
BS, Marketing
Erna Grbic Erna Grbic's Wachovia Experience January 2006 - July 2009
Job Grbic restaurant and banquet hall
Industry Financial Services
Experience
Grbic Events January 2009 - Present
Grbic Restaurant and Banquet Hall February 2002 - Present
Grbic Restaurant February 2002 - Present
Pinnacle Entertainment July 2009 - February 2011
Pinnacle Entertainment July 2009 - February 2011
Lumiere Place Hotel and Casino July 2009 - February 2011
Wachovia January 2006 - July 2009
Wachovia Securities LLC January 2006 - July 2009
Realtor® June 2005 - January 2006
Skills
Budgets, Leadership, Inventory Management, Customer Service, Process Scheduler, Customer Satisfaction, Management, Marketing, Sales, Payroll, Analysis, Microsoft Office, Project Planning, Purchasing, Restaurants, Food, Banquets, Menu Development, Microsoft Excel, Team Building, Event Planning
Education
Fontbonne University
Bachelors, Business Administration
Saint Louis University 2002 — 2004
Bachelor of Business Administration (B.B.A.)
Fontbonne University
Bachelor of Business Administration (BBA)
Grbic Events January 2009 - Present
Grbic Restaurant and Banquet Hall February 2002 - Present
Grbic Restaurant February 2002 - Present
Pinnacle Entertainment July 2009 - February 2011
Pinnacle Entertainment July 2009 - February 2011
Lumiere Place Hotel and Casino July 2009 - February 2011
Wachovia January 2006 - July 2009
Wachovia Securities LLC January 2006 - July 2009
Realtor® June 2005 - January 2006
Skills
Budgets, Leadership, Inventory Management, Customer Service, Process Scheduler, Customer Satisfaction, Management, Marketing, Sales, Payroll, Analysis, Microsoft Office, Project Planning, Purchasing, Restaurants, Food, Banquets, Menu Development, Microsoft Excel, Team Building, Event Planning
Education
Fontbonne University
Bachelors, Business Administration
Saint Louis University 2002 — 2004
Bachelor of Business Administration (B.B.A.)
Fontbonne University
Bachelor of Business Administration (BBA)
Lisa Featherngill Lisa Featherngill's Wachovia Experience June 1996 - January 2005
Job Managing Director, Abbot Downing
Industry Financial Services
Experience
Abbot Downing November 2011 - Present
DivaCFO April 2013 - Present
YMCA January 2009 - Present
Financial Literacy Commission - AICPA January 2013 - Present
AICPA 2006 - September 2012
Wells Fargo Family Wealth September 2007 - November 2011
Heritage Wealth Advisors 2005 - August 2007
Wachovia June 1996 - January 2005
Arthur Andersen June 1985 - June 1996
Skills
Financial Advisory, Estate Planning, Retirement Planning, Wealth Management..., High Net Worth..., Financial Planners, Finance, Tax, Strategic Financial..., Wealth Management, Investments, Mergers & Acquisitions, Wealth, Asset Allocation, Trusts, Income Tax, Investment Advisory, Estate Law, Management, Estate Tax Planning, Portfolio Management, Project Planning, Personal Finance, CPA, Financial Planning
Education
George Mason University 1981 — 1985
B.S., Accounting
Abbot Downing November 2011 - Present
DivaCFO April 2013 - Present
YMCA January 2009 - Present
Financial Literacy Commission - AICPA January 2013 - Present
AICPA 2006 - September 2012
Wells Fargo Family Wealth September 2007 - November 2011
Heritage Wealth Advisors 2005 - August 2007
Wachovia June 1996 - January 2005
Arthur Andersen June 1985 - June 1996
Skills
Financial Advisory, Estate Planning, Retirement Planning, Wealth Management..., High Net Worth..., Financial Planners, Finance, Tax, Strategic Financial..., Wealth Management, Investments, Mergers & Acquisitions, Wealth, Asset Allocation, Trusts, Income Tax, Investment Advisory, Estate Law, Management, Estate Tax Planning, Portfolio Management, Project Planning, Personal Finance, CPA, Financial Planning
Education
George Mason University 1981 — 1985
B.S., Accounting
Alexandra Rodina Alexandra Rodina's Wachovia Experience June 2007 - November 2009
Job FP&A Manager at RingCentral
Industry Financial Services
Experience
RingCentral July 2014 - July 2015
The Wharton School September 2012 - May 2014
The Hershey Company June 2013 - August 2013
Nomura September 2010 - July 2012
Wachovia / Wells Fargo Securities November 2009 - August 2010
Wachovia June 2007 - November 2009
Milestone Advisors September 2006 - April 2007
Delphos International September 2005 - December 2005
Salomon Smith Barney December 2004 - May 2005
Skills
Corporate Finance, Financial Modeling, Private Equity, Mergers & Acquisitions, Analysis, Due Diligence, Market Research, Financial Statement..., Consumer Products, Food, CO-PA, Valuation, Financial Analysis, Investment Banking, LBO, Equities, Mergers, Microsoft Excel, PowerPoint, Microsoft Office, Capital IQ, Series 7, Series 63, Lean Operations, Management, Mentoring, Data Mining, Data Analysis, Forecasting, Accounting, Finance, Strategy, Competitive Analysis, Banking, Market Analysis
Education
Wharton Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Georgetown University 2003 — 2007
Bachelor's Degree
RingCentral July 2014 - July 2015
The Wharton School September 2012 - May 2014
The Hershey Company June 2013 - August 2013
Nomura September 2010 - July 2012
Wachovia / Wells Fargo Securities November 2009 - August 2010
Wachovia June 2007 - November 2009
Milestone Advisors September 2006 - April 2007
Delphos International September 2005 - December 2005
Salomon Smith Barney December 2004 - May 2005
Skills
Corporate Finance, Financial Modeling, Private Equity, Mergers & Acquisitions, Analysis, Due Diligence, Market Research, Financial Statement..., Consumer Products, Food, CO-PA, Valuation, Financial Analysis, Investment Banking, LBO, Equities, Mergers, Microsoft Excel, PowerPoint, Microsoft Office, Capital IQ, Series 7, Series 63, Lean Operations, Management, Mentoring, Data Mining, Data Analysis, Forecasting, Accounting, Finance, Strategy, Competitive Analysis, Banking, Market Analysis
Education
Wharton Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Georgetown University 2003 — 2007
Bachelor's Degree
Becky (Dee) Phelps's Wachovia Experience 1995 - 2001
Job Business Development & Marketing Director at Original Solutions Company, Inc.
Industry Electrical/Electronic Manufacturing
Experience
Original Solutions Company, Inc. 2005 - Present
Ebtron 2005 - Present
Onicon, Inc. 2005 - Present
Wachovia 1995 - 2001
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Adobe Creative Suite, English, Outlook, Windows, Teaching, Public Speaking, Editing, Microsoft Publisher, Marketing, Marketing Communications, New Business Development, Leadership, Team Building, Management, Engineering, Sales, Key Account Management, Strategic Planning, Business Development
Education
Florida State University 1991 — 1995
Bachelor of Arts (B.A.), Communications
Original Solutions Company, Inc. 2005 - Present
Ebtron 2005 - Present
Onicon, Inc. 2005 - Present
Wachovia 1995 - 2001
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Adobe Creative Suite, English, Outlook, Windows, Teaching, Public Speaking, Editing, Microsoft Publisher, Marketing, Marketing Communications, New Business Development, Leadership, Team Building, Management, Engineering, Sales, Key Account Management, Strategic Planning, Business Development
Education
Florida State University 1991 — 1995
Bachelor of Arts (B.A.), Communications
Brett Thompson, WMS, CDFA's Wachovia Experience January 2001 - January 2006
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James & Associates, Inc February 2006 - Present
Tree House Of Tallahassee January 2004 - May 2010
Wachovia January 2001 - January 2006
Merrill Lynch June 1996 - January 2001
J.B. W January 1988 - May 1991
Skills
Investments, Retirement Planning, Securities, Financial Advisory, Options, Bonds, Trading, Pensions, Estate Planning, Small Business, Wealth Management..., Financial Analysis, Insurance, High Net Worth..., Valuation, Strategic Planning, Wealth Management, Financial Planning, Investment Advisory, Portfolio Management, Mutual Funds, Management, Finance, Series 7, Retirement, Asset Management, Investment Strategies, Asset Allocation, Series 63, Alternative Investments, Financial Services, Equities
Education
Florida State University 2002 — 2006
Business
Florida State University
Raymond James & Associates, Inc February 2006 - Present
Tree House Of Tallahassee January 2004 - May 2010
Wachovia January 2001 - January 2006
Merrill Lynch June 1996 - January 2001
J.B. W January 1988 - May 1991
Skills
Investments, Retirement Planning, Securities, Financial Advisory, Options, Bonds, Trading, Pensions, Estate Planning, Small Business, Wealth Management..., Financial Analysis, Insurance, High Net Worth..., Valuation, Strategic Planning, Wealth Management, Financial Planning, Investment Advisory, Portfolio Management, Mutual Funds, Management, Finance, Series 7, Retirement, Asset Management, Investment Strategies, Asset Allocation, Series 63, Alternative Investments, Financial Services, Equities
Education
Florida State University 2002 — 2006
Business
Florida State University
Randy Stein's Wachovia Experience 1999 - 2003
Job Regional Sales & Service Support Manager at PNC
Industry Financial Services
Experience
PNC 2010 - Present
Wells Fargo 2003 - 2010
Wachovia 1999 - 2003
City Federal Funding 1997 - 1999
Skills
Leadership Development, Strategic Partnerships, Organizational..., Achieving Measurable..., Team Building, Employee Engagement, Team Leadership, Sales Process, Business Development, Mortgage Lending, Management, Operations Management, Process Improvement, Sales, Loans, Financial Analysis, Finance, Customer Service, CRM, Business Analysis, Banking, Credit, Consumer Lending, Retail Banking
Education
Frostburg State University
Business Administration
PNC 2010 - Present
Wells Fargo 2003 - 2010
Wachovia 1999 - 2003
City Federal Funding 1997 - 1999
Skills
Leadership Development, Strategic Partnerships, Organizational..., Achieving Measurable..., Team Building, Employee Engagement, Team Leadership, Sales Process, Business Development, Mortgage Lending, Management, Operations Management, Process Improvement, Sales, Loans, Financial Analysis, Finance, Customer Service, CRM, Business Analysis, Banking, Credit, Consumer Lending, Retail Banking
Education
Frostburg State University
Business Administration
Dana LeCompte Dana LeCompte's Wachovia Experience June 1997 - January 2004
Job Marketing Coordinator at Able Care in Home Assistance
Industry Medical Practice
Experience
Able Care in Home Assistance September 2014 - Present
Carolinas Healthcare System October 2013 - Present
Focus-MD July 2012 - April 2013
Caromont Pediatric Partners Belmont February 2011 - July 2012
Duke Energy January 2004 - July 2009
Wachovia June 1997 - January 2004
Skills
Cpr Certified, Access, Program Management, Policy, Medical Records, Management, First Aid, Security, Customer Service, Microsoft Word, Microsoft Excel, Leadership, Software Documentation
Education
Gaston College 2013 — 2014
Medical Career Institute 2009 — 2010
A.A.S., Medical Assisting
Able Care in Home Assistance September 2014 - Present
Carolinas Healthcare System October 2013 - Present
Focus-MD July 2012 - April 2013
Caromont Pediatric Partners Belmont February 2011 - July 2012
Duke Energy January 2004 - July 2009
Wachovia June 1997 - January 2004
Skills
Cpr Certified, Access, Program Management, Policy, Medical Records, Management, First Aid, Security, Customer Service, Microsoft Word, Microsoft Excel, Leadership, Software Documentation
Education
Gaston College 2013 — 2014
Medical Career Institute 2009 — 2010
A.A.S., Medical Assisting
Jane Verkouteren Jane Verkouteren's Wachovia Experience 1979 - 2006
Job Retired Banking Professional
Industry Banking
Experience
First Union (now Wachovia) Bank September 1979 - March 2006
Wachovia Bank September 1979 - March 2006
Wachovia 1979 - 2006
Education
Furman University 1972 — 1976
BA, Business Administration
Walt Whitman HS
First Union (now Wachovia) Bank September 1979 - March 2006
Wachovia Bank September 1979 - March 2006
Wachovia 1979 - 2006
Education
Furman University 1972 — 1976
BA, Business Administration
Walt Whitman HS
Ara Meyer Ara Meyer's Wachovia Experience August 2004 - February 2009
Job Chief Systems Architect at Two Roads Software.
Industry Financial Services
Experience
Two Roads Software. January 2013 - Present
TradeDynamiX January 2013 - Present
Lazard Capital Markets March 2009 - December 2012
Wachovia August 2004 - February 2009
Goldman Sachs January 2001 - July 2004
Donaldson, Lufkin & Jenrette April 1999 - December 2000
Credit Suisse First Boston March 1998 - March 1999
Smith Barney June 1996 - March 1998
Dean Witter August 1993 - June 1996
Skills
Equity Trading, Series 7, C++, Fixed Income, Capital Markets, Sybase, Perl, SQL, Unix, Series 63, Electronic Trading
Education
Fordham University 1988 — 1993
BA, Mathematics and Natural Science
Two Roads Software. January 2013 - Present
TradeDynamiX January 2013 - Present
Lazard Capital Markets March 2009 - December 2012
Wachovia August 2004 - February 2009
Goldman Sachs January 2001 - July 2004
Donaldson, Lufkin & Jenrette April 1999 - December 2000
Credit Suisse First Boston March 1998 - March 1999
Smith Barney June 1996 - March 1998
Dean Witter August 1993 - June 1996
Skills
Equity Trading, Series 7, C++, Fixed Income, Capital Markets, Sybase, Perl, SQL, Unix, Series 63, Electronic Trading
Education
Fordham University 1988 — 1993
BA, Mathematics and Natural Science
Brian Carte Brian Carte's Wachovia Experience May 2008 - July 2008
Job Experienced Federal procurement and subcontracts professional
Industry Information Technology and Services
Experience
Emcor Government Services February 2013 - September 2013
Systems Made Simple March 2012 - August 2012
SOSi International 2011 - 2011
Unisys March 2010 - December 2010
L-3 Communications December 2009 - March 2010
VSE Corporation April 2009 - November 2009
DRS Engineering and logistics November 2008 - January 2009
Concept Solutions August 2008 - November 2008
Wachovia May 2008 - July 2008
Navy Federal Credit Union May 2005 - October 2007
Skills
Procurement, Proposal Writing, Program Management, Purchasing, Software Documentation, Vendor Management, Management
Education
The George Washington University Law School 2013 — 2013
Government Contracts Program/ ESI International, Contractor Purchasing System Review, Certificate
George Mason University
a B.A, Business Finance
Northern Virginia Community College
Emcor Government Services February 2013 - September 2013
Systems Made Simple March 2012 - August 2012
SOSi International 2011 - 2011
Unisys March 2010 - December 2010
L-3 Communications December 2009 - March 2010
VSE Corporation April 2009 - November 2009
DRS Engineering and logistics November 2008 - January 2009
Concept Solutions August 2008 - November 2008
Wachovia May 2008 - July 2008
Navy Federal Credit Union May 2005 - October 2007
Skills
Procurement, Proposal Writing, Program Management, Purchasing, Software Documentation, Vendor Management, Management
Education
The George Washington University Law School 2013 — 2013
Government Contracts Program/ ESI International, Contractor Purchasing System Review, Certificate
George Mason University
a B.A, Business Finance
Northern Virginia Community College
Rhonda Clubb Rhonda Clubb's Wachovia Experience October 2007 - November 2010
Job Assistant Branch Manager at PNC
Industry Banking
Experience
PNC March 2013 - Present
PNC Bank November 2010 - February 2013
Wachovia October 2007 - November 2010
Alltel Wireless May 1997 - October 2007
Skills
Sales Management, Sales, Training, Credit, New Business Development, Account Management, Business Development, Cold Calling, Insurance, Small Business, Leadership, Budgets, Selling, Loans, Operations Management
Education
Gaston College
PNC March 2013 - Present
PNC Bank November 2010 - February 2013
Wachovia October 2007 - November 2010
Alltel Wireless May 1997 - October 2007
Skills
Sales Management, Sales, Training, Credit, New Business Development, Account Management, Business Development, Cold Calling, Insurance, Small Business, Leadership, Budgets, Selling, Loans, Operations Management
Education
Gaston College
Dirk Ledford Dirk Ledford's Wachovia Experience February 2007 - January 2010
Job Private Banking Relationship Manager at Community & Southern Bank
Industry Banking
Experience
Community & Southern Bank March 2015 - Present
JPMorgan Chase July 2013 - March 2015
Midtown Bank & Trust Company August 2011 - June 2013
Wachovia, A Wells Fargo Company January 2010 - August 2011
Wachovia February 2007 - January 2010
Wachovia, A Wells Fargo Company January 2004 - February 2007
In-Zone Brands 2001 - 2003
Reynolds Plantation 1998 - 2001
Skills
Credit, Loans, Banking, Cash Management, Commercial Banking, Commercial Lending, New Business Development, Small Business Lending, Credit Analysis, Financial Analysis, Portfolio Management, Underwriting, Real Estate, Investments, Small Business, Private Banking, Retail Banking, Lines Of Credit, SBA, Asset Based Lending, Finance, Mergers & Acquisitions, Mortgage Lending, Commercial Mortgages, Loan Origination
Education
Georgia College and State University 1997 — 2001
Bachelor of Business Administration (BBA), Economics
Community & Southern Bank March 2015 - Present
JPMorgan Chase July 2013 - March 2015
Midtown Bank & Trust Company August 2011 - June 2013
Wachovia, A Wells Fargo Company January 2010 - August 2011
Wachovia February 2007 - January 2010
Wachovia, A Wells Fargo Company January 2004 - February 2007
In-Zone Brands 2001 - 2003
Reynolds Plantation 1998 - 2001
Skills
Credit, Loans, Banking, Cash Management, Commercial Banking, Commercial Lending, New Business Development, Small Business Lending, Credit Analysis, Financial Analysis, Portfolio Management, Underwriting, Real Estate, Investments, Small Business, Private Banking, Retail Banking, Lines Of Credit, SBA, Asset Based Lending, Finance, Mergers & Acquisitions, Mortgage Lending, Commercial Mortgages, Loan Origination
Education
Georgia College and State University 1997 — 2001
Bachelor of Business Administration (BBA), Economics
Randy Sharron's Wachovia Experience February 1983 - August 1988
Job Owner at Retired and enjoying time to pursue personal interests and family
Industry Information Technology and Services
Experience
Retired and enjoying time to pursue personal interests and family April 2014 - Present
Wellstar Health Systems February 2014 - Present
JRS Enterprises, Inc. June 2009 - February 2013
Marketstar October 2008 - December 2010
System and Network 1987 - 2002
Wachovia February 1983 - August 1988
Skills
Software Project..., Client Retention, Customer Service, Network Operations, Computer Network..., Business Development, CRM, Cloud Computing, Customer Retention, Integration, Management, Networking, Start-ups, Team Building, Data Center, Sales Process, Outsourcing, Process Improvement, Vendor Management, Enterprise Software, Cisco Technologies, Sales, Information Technology, Direct Sales, Team Leadership, Business Process..., IT Management
Education
Florida State University 1970 — 1974
B.S., Biological Sciences
Retired and enjoying time to pursue personal interests and family April 2014 - Present
Wellstar Health Systems February 2014 - Present
JRS Enterprises, Inc. June 2009 - February 2013
Marketstar October 2008 - December 2010
System and Network 1987 - 2002
Wachovia February 1983 - August 1988
Skills
Software Project..., Client Retention, Customer Service, Network Operations, Computer Network..., Business Development, CRM, Cloud Computing, Customer Retention, Integration, Management, Networking, Start-ups, Team Building, Data Center, Sales Process, Outsourcing, Process Improvement, Vendor Management, Enterprise Software, Cisco Technologies, Sales, Information Technology, Direct Sales, Team Leadership, Business Process..., IT Management
Education
Florida State University 1970 — 1974
B.S., Biological Sciences
Amy Gillingwater Amy Gillingwater's Wachovia Experience September 2003 - December 2007
Job Business Systems Analyst at Harris (Veterans Health Administration)
Industry Information Technology and Services
Experience
Harris Corporation July 2011 - Present
LuLaRoe by Gilly June 2014 - Present
Blue Shield of California March 2009 - June 2011
Hewlett-Packard 2008 - 2009
State Street 2008 - 2008
Wachovia September 2003 - December 2007
Intel January 2002 - September 2003
Bravanta January 2000 - December 2001
Franklin Templeton Investments January 1998 - January 2000
Skills
SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Analysis, Systems Analysis, Integration, Business Requirements, Software Project..., Visio, Software Documentation, Business Process, Business Process..., Access, SharePoint, PMP, EDI, Veterans Affairs, EHR, HL7, Healthcare Information...
Education
Sonoma State University 1990 — 1995
Bachelor's Degree, Liberal Studies (Hutchins School) & B.A. in History
Folsom Lake College
Associate's Degree, Metal and Jewelry Arts (in process)
Harris Corporation July 2011 - Present
LuLaRoe by Gilly June 2014 - Present
Blue Shield of California March 2009 - June 2011
Hewlett-Packard 2008 - 2009
State Street 2008 - 2008
Wachovia September 2003 - December 2007
Intel January 2002 - September 2003
Bravanta January 2000 - December 2001
Franklin Templeton Investments January 1998 - January 2000
Skills
SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Analysis, Systems Analysis, Integration, Business Requirements, Software Project..., Visio, Software Documentation, Business Process, Business Process..., Access, SharePoint, PMP, EDI, Veterans Affairs, EHR, HL7, Healthcare Information...
Education
Sonoma State University 1990 — 1995
Bachelor's Degree, Liberal Studies (Hutchins School) & B.A. in History
Folsom Lake College
Associate's Degree, Metal and Jewelry Arts (in process)
Lauren (Lauren Liberto) Butler's Wachovia Experience March 2003 - August 2008
Job Home Loan Specialist at Ditech Mortgage
Industry Financial Services
Experience
Ditech Mortgage Corp December 2014 - Present
RoundPoint Mortgage Company July 2013 - September 2014
Green Tree February 2013 - July 2013
GMAC Mortgage 2010 - February 2013
GMAC ResCap April 2009 - May 2010
CustomerStream December 2008 - April 2009
Wachovia March 2003 - August 2008
Skills
Mortgage Lending, REO, Mortgage Banking, FHA, Loans, Refinance, Loan Origination, Residential Mortgages, Real Estate
Education
Gardner-Webb University 1999 — 2003
BA/ BS, Double major in English and Communications
Gardner-Webb University 1999 — 2003
Bachelor's degree
Ditech Mortgage Corp December 2014 - Present
RoundPoint Mortgage Company July 2013 - September 2014
Green Tree February 2013 - July 2013
GMAC Mortgage 2010 - February 2013
GMAC ResCap April 2009 - May 2010
CustomerStream December 2008 - April 2009
Wachovia March 2003 - August 2008
Skills
Mortgage Lending, REO, Mortgage Banking, FHA, Loans, Refinance, Loan Origination, Residential Mortgages, Real Estate
Education
Gardner-Webb University 1999 — 2003
BA/ BS, Double major in English and Communications
Gardner-Webb University 1999 — 2003
Bachelor's degree
Douglas Pickel Douglas Pickel's Wachovia Experience June 1991 - July 2002
Job Global AntiMoney Laundering Operations Analyst 2 at Citi
Industry Banking
Experience
Citi November 2014 - Present
Federal Deposit Insurance Corporation August 2010 - April 2014
Fidelity Investments February 2008 - August 2010
Bank of America July 2006 - December 2007
JP Morgan Chase July 2002 - August 2006
Wachovia June 1991 - July 2002
Skills
Asset Management, Business Development, Commercial Banking, Commercial Lending, Consumer Lending, Credit Analysis, Credit Risk, Compliance, Management, Mortgage Lending, Risk Management, Small Business Lending, Financial Risk, Loans, Real Estate, Strategy, Finance, Underwriting, Investments, Financial Institutions, Credit, Portfolio Management, Mortgage Banking, Loan Servicing, Mortgage Underwriting, Financial Analysis, Due Diligence, Loss Mitigation, Financial Services, Loan Origination, Mortgage Servicing, Securities, Residential Mortgages, Business Planning, Process Improvement, Insurance, Financial Modeling, Strategic Financial..., Mergers & Acquisitions, Relationship Management, Leadership, Financial Planning
Education
Florida State University
Bachelor's degree, Social Sciences
Tallahassee Community College
Associate's degree
Citi November 2014 - Present
Federal Deposit Insurance Corporation August 2010 - April 2014
Fidelity Investments February 2008 - August 2010
Bank of America July 2006 - December 2007
JP Morgan Chase July 2002 - August 2006
Wachovia June 1991 - July 2002
Skills
Asset Management, Business Development, Commercial Banking, Commercial Lending, Consumer Lending, Credit Analysis, Credit Risk, Compliance, Management, Mortgage Lending, Risk Management, Small Business Lending, Financial Risk, Loans, Real Estate, Strategy, Finance, Underwriting, Investments, Financial Institutions, Credit, Portfolio Management, Mortgage Banking, Loan Servicing, Mortgage Underwriting, Financial Analysis, Due Diligence, Loss Mitigation, Financial Services, Loan Origination, Mortgage Servicing, Securities, Residential Mortgages, Business Planning, Process Improvement, Insurance, Financial Modeling, Strategic Financial..., Mergers & Acquisitions, Relationship Management, Leadership, Financial Planning
Education
Florida State University
Bachelor's degree, Social Sciences
Tallahassee Community College
Associate's degree
Andrew Marshall, CFA Andrew Marshall, CFA's Wachovia Experience August 2007 - November 2009
Job Vice President at Chevy Chase Trust
Industry Investment Management
Experience
Chevy Chase Trust April 2014 - Present
Freed Advisors May 2013 - April 2014
Freed Advisors April 2011 - May 2013
West Financial Services November 2009 - March 2011
Wachovia August 2007 - November 2009
Skills
Bloomberg Terminal, Morningstar Direct, Asset Allocation, Portfolio Management, Asset Managment, Investments, Bloomberg, Fixed Income, Wealth Management, Equities, Financial Modeling, Investment Strategies, Equity Valuation, Bonds, Thompson One, Valuation, Morningstar, ETFs, Equity Research, Investment Advisory, Capital Markets, Securities, Financial Analysis, Hedge Funds, Alternative Investments, Due Diligence, Financial Advisory, Trading, Mutual Funds, Finance, Retirement Planning, High Net Worth..., Risk Management, Financial Risk, Strategic Financial..., Investment Management, Asset Management
Education
Franklin & Marshall College 2001 — 2005
Bachelor of Arts (B.A.), Double Major: English and Spanish
Chevy Chase Trust April 2014 - Present
Freed Advisors May 2013 - April 2014
Freed Advisors April 2011 - May 2013
West Financial Services November 2009 - March 2011
Wachovia August 2007 - November 2009
Skills
Bloomberg Terminal, Morningstar Direct, Asset Allocation, Portfolio Management, Asset Managment, Investments, Bloomberg, Fixed Income, Wealth Management, Equities, Financial Modeling, Investment Strategies, Equity Valuation, Bonds, Thompson One, Valuation, Morningstar, ETFs, Equity Research, Investment Advisory, Capital Markets, Securities, Financial Analysis, Hedge Funds, Alternative Investments, Due Diligence, Financial Advisory, Trading, Mutual Funds, Finance, Retirement Planning, High Net Worth..., Risk Management, Financial Risk, Strategic Financial..., Investment Management, Asset Management
Education
Franklin & Marshall College 2001 — 2005
Bachelor of Arts (B.A.), Double Major: English and Spanish
Barret Roosa Barret Roosa's Wachovia Experience January 1995 - November 1997
Job Wealth Credit Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 1997 - Present
Wachovia January 1995 - November 1997
First Union August 1993 - January 1995
Skills
Credit, Banking, Mortgage Lending, Loan Origination, Financial Risk, Private Banking, Financial Advisory, Wealth Management, Financial Analysis, Wealth, Underwriting, Securities Backed..., High Net Worth..., Wealth Management..., Financial Modeling
Education
University of West Florida - College of Business 1991 — 1993
72/75 hours towards Bachelor's in Finance
Florida State University 1988 — 1991
Tallahassee Community College
Associate of Arts (A.A.)
Tarravella High School
High School Diploma
Wells Fargo Advisors November 1997 - Present
Wachovia January 1995 - November 1997
First Union August 1993 - January 1995
Skills
Credit, Banking, Mortgage Lending, Loan Origination, Financial Risk, Private Banking, Financial Advisory, Wealth Management, Financial Analysis, Wealth, Underwriting, Securities Backed..., High Net Worth..., Wealth Management..., Financial Modeling
Education
University of West Florida - College of Business 1991 — 1993
72/75 hours towards Bachelor's in Finance
Florida State University 1988 — 1991
Tallahassee Community College
Associate of Arts (A.A.)
Tarravella High School
High School Diploma
Nancy Gibbons Nancy Gibbons's Wachovia Experience October 1987 - January 1988
Job Major Accounts Rep at WinstonSalem Journal
Industry Publishing
Experience
Winston-Salem Journal June 1988 - Present
Prudential Medicare July 1986 - July 1988
Wachovia October 1987 - January 1988
Skills
Advertising Sales, Advertising, Newspapers, Online Advertising, Digital Media, Social Media Marketing, Social Media, Marketing Communications, Email Marketing, Public Relations, Newspaper, Social Networking, Digital Marketing, Marketing, Customer Service, Online Marketing, Copywriting, Direct Mail, Media Relations, SEM, Facebook, Direct Sales
Education
Forsyth Technical Community College 1987 — 1989
Associates Degree, Marketing/Retailing
Ledford Senior High
Winston-Salem Journal June 1988 - Present
Prudential Medicare July 1986 - July 1988
Wachovia October 1987 - January 1988
Skills
Advertising Sales, Advertising, Newspapers, Online Advertising, Digital Media, Social Media Marketing, Social Media, Marketing Communications, Email Marketing, Public Relations, Newspaper, Social Networking, Digital Marketing, Marketing, Customer Service, Online Marketing, Copywriting, Direct Mail, Media Relations, SEM, Facebook, Direct Sales
Education
Forsyth Technical Community College 1987 — 1989
Associates Degree, Marketing/Retailing
Ledford Senior High
Dennis Dunn's Wachovia Experience October 2007 - August 2009
Job Electronic Discovery (eDiscovery) | Investigation | Computer Forensics
Industry Information Technology and Services
Experience
in St. Louis January 2014 - Present
Reinsurance Group of America (PACE Staffing) February 2012 - December 2013
Wells Fargo August 2009 - October 2011
Wachovia October 2007 - August 2009
A. G. Edwards October 2000 - October 2007
Skills
Information Security, Security, Computer Forensics, Litigation Support, Computer Security, Project Management, Vendor Management, Private Investigations, Information Technology, Infrastructure, Strategic Planning, Information Security..., Vulnerability Assessment, Electronic..., eDiscovery Project..., Infrastructure Planning, Case Management, Electronics, Case Managment, IT Management, Disaster Recovery, Management, Network Security, Integration
Education
Friends University 1994 — 1996
MS
Manhattan Christian College 1981 — 1986
BS
in St. Louis January 2014 - Present
Reinsurance Group of America (PACE Staffing) February 2012 - December 2013
Wells Fargo August 2009 - October 2011
Wachovia October 2007 - August 2009
A. G. Edwards October 2000 - October 2007
Skills
Information Security, Security, Computer Forensics, Litigation Support, Computer Security, Project Management, Vendor Management, Private Investigations, Information Technology, Infrastructure, Strategic Planning, Information Security..., Vulnerability Assessment, Electronic..., eDiscovery Project..., Infrastructure Planning, Case Management, Electronics, Case Managment, IT Management, Disaster Recovery, Management, Network Security, Integration
Education
Friends University 1994 — 1996
MS
Manhattan Christian College 1981 — 1986
BS
Justin Hawkins Justin Hawkins's Wachovia Experience August 2003 - December 2008
Job Area President at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo March 2015 - Present
Wells Fargo Bank, N.A. September 2010 - Present
Wachovia, A Wells Fargo Company September 2008 - August 2010
Wachovia August 2003 - December 2008
Skills
Coaching, Sales Management, Retail Banking, Banking, Cross Selling, Hiring, Retail, Branch Management, Change Management, Leadership Development, Advanced Leadership, Situational Leadership, Customer Acquisition, Marketing, Management, Strategy, Selling, Sales, Leadership, Talent Acquisition
Education
Furman University 2010 — 2011
Riley Institute-Diversity Fellow Class X
Greenville Technical College 1996 — 1998
Health Science
Wells Fargo March 2015 - Present
Wells Fargo Bank, N.A. September 2010 - Present
Wachovia, A Wells Fargo Company September 2008 - August 2010
Wachovia August 2003 - December 2008
Skills
Coaching, Sales Management, Retail Banking, Banking, Cross Selling, Hiring, Retail, Branch Management, Change Management, Leadership Development, Advanced Leadership, Situational Leadership, Customer Acquisition, Marketing, Management, Strategy, Selling, Sales, Leadership, Talent Acquisition
Education
Furman University 2010 — 2011
Riley Institute-Diversity Fellow Class X
Greenville Technical College 1996 — 1998
Health Science
Jeremy Pritchard Jeremy Pritchard's Wachovia Experience January 2005 - January 2008
Job Senior Vice President, Senior Treasury Professional at State Bank & Trust, CTP, AAP
Industry Banking
Experience
State Bank April 2010 - Present
Rebuilding Macon February 2011 - December 2013
Robins Regional Chamber of Commerce August 2010 - December 2011
RBC Bank January 2010 - May 2010
RBC Bank June 2009 - January 2010
Wachovia Bank 2008 - April 2009
Wachovia January 2005 - January 2008
Wachovia August 2003 - January 2005
Leadership Macon 2005 - 2005
United Way of Central Georgia 2003 - 2004
Skills
Treasury Management, ACH, Leadership, Management, Banking, Recruiting, Performance Management, Training, Program Management, Sales, Customer Service, Finance, Fundraising, Human Resources, Commercial Lending, Coaching, Credit, Loans, Risk Management, Small Business Lending, Credit Analysis, Consumer Lending
Education
Georgia College and State University 2000 — 2002
Masters of Business Administration
Mercer University 1995 — 1999
Bachelor of Arts, English and Philosophy
State Bank April 2010 - Present
Rebuilding Macon February 2011 - December 2013
Robins Regional Chamber of Commerce August 2010 - December 2011
RBC Bank January 2010 - May 2010
RBC Bank June 2009 - January 2010
Wachovia Bank 2008 - April 2009
Wachovia January 2005 - January 2008
Wachovia August 2003 - January 2005
Leadership Macon 2005 - 2005
United Way of Central Georgia 2003 - 2004
Skills
Treasury Management, ACH, Leadership, Management, Banking, Recruiting, Performance Management, Training, Program Management, Sales, Customer Service, Finance, Fundraising, Human Resources, Commercial Lending, Coaching, Credit, Loans, Risk Management, Small Business Lending, Credit Analysis, Consumer Lending
Education
Georgia College and State University 2000 — 2002
Masters of Business Administration
Mercer University 1995 — 1999
Bachelor of Arts, English and Philosophy
Kay Rast Kay Rast's Wachovia Experience April 2003 - November 2007
Job Developer at Wells Fargo
Industry Banking
Experience
Wachovia/Wells Fargo February 2008 - Present
WACHOVIA April 2003 - November 2007
GLOBAL COMPLIANCE SERVICES August 2003 - February 2004
Fidelity Investments June 2000 - February 2003
SYSTEMS COMPUTER TECHNOLOGY February 1997 - May 2000
Education
University of Washington 1996 — 1996
graduate work, Local Area Networks
Gardner-Webb University 1984 — 1986
BS, Computer Science
Wachovia/Wells Fargo February 2008 - Present
WACHOVIA April 2003 - November 2007
GLOBAL COMPLIANCE SERVICES August 2003 - February 2004
Fidelity Investments June 2000 - February 2003
SYSTEMS COMPUTER TECHNOLOGY February 1997 - May 2000
Education
University of Washington 1996 — 1996
graduate work, Local Area Networks
Gardner-Webb University 1984 — 1986
BS, Computer Science
Letia James Letia James's Wachovia Experience June 2008 - February 2010
Job Experienced marketing professional
Industry Marketing and Advertising
Experience
Corestaff Services June 2015 - September 2015
Wells Fargo February 2010 - November 2013
Wachovia June 2008 - February 2010
Bank of America July 2004 - June 2008
Fleet Credit Card Services November 2003 - July 2004
Fleet Credit Card Services February 2002 - November 2003
TRICARE/Blue Cross & Blue Shield June 1996 - December 2001
K-Mart Pharmacy November 1995 - May 1996
Skills
Customer Service, Account Management, Marketing Strategy, Marketing, Cross-functional Team..., Direct Marketing, Management, Leadership, Program Management, Business Development, Lead Generation, Product Management, Vendor Management, Strategic Planning, Training, Project Management, Fundraising, Budgets, Analysis, Advertising, Non-profits, Forecasting, Market Research, Social Media, Database Marketing, Analytics, Email Marketing, CRM, Social Media Marketing, Marketing Communications, Integrated Marketing, Digital Marketing, Segmentation, Strategy, Direct Mail, Marketing Management, Competitive Analysis, Customer Acquisition, Online Marketing, Customer Retention, Multi-channel Marketing, E-commerce, Marketing Research, B2B Marketing, Salesforce.com, Online Advertising, Creative Direction, Financial Services, Process Improvement
Education
Francis Marion University
Bachelor of Business Administration, Marketing
South Florence High School
College Prep
Corestaff Services June 2015 - September 2015
Wells Fargo February 2010 - November 2013
Wachovia June 2008 - February 2010
Bank of America July 2004 - June 2008
Fleet Credit Card Services November 2003 - July 2004
Fleet Credit Card Services February 2002 - November 2003
TRICARE/Blue Cross & Blue Shield June 1996 - December 2001
K-Mart Pharmacy November 1995 - May 1996
Skills
Customer Service, Account Management, Marketing Strategy, Marketing, Cross-functional Team..., Direct Marketing, Management, Leadership, Program Management, Business Development, Lead Generation, Product Management, Vendor Management, Strategic Planning, Training, Project Management, Fundraising, Budgets, Analysis, Advertising, Non-profits, Forecasting, Market Research, Social Media, Database Marketing, Analytics, Email Marketing, CRM, Social Media Marketing, Marketing Communications, Integrated Marketing, Digital Marketing, Segmentation, Strategy, Direct Mail, Marketing Management, Competitive Analysis, Customer Acquisition, Online Marketing, Customer Retention, Multi-channel Marketing, E-commerce, Marketing Research, B2B Marketing, Salesforce.com, Online Advertising, Creative Direction, Financial Services, Process Improvement
Education
Francis Marion University
Bachelor of Business Administration, Marketing
South Florence High School
College Prep
HEATH LEVINE HEATH LEVINE's Wachovia Experience August 2002 - August 2006
Job Senior Portfolio Manager at Bank of America
Industry Financial Services
Experience
Bank of America April 2015 - Present
Barclays Wealth December 2011 - April 2015
HSBC Private Bank November 2010 - November 2011
Citibank, N.A August 2006 - October 2010
Wachovia August 2002 - August 2006
Skills
Portfolio Management, Credit, Private Banking, Credit Risk, Risk Management, Banking, Corporate Finance, Due Diligence, Commercial Banking, Mergers & Acquisitions, Financial Services, Bloomberg, Credit Analysis, Valuation, Hedge Funds, Mortgage Lending, Commercial Lending, Loans, Financial Risk, Small Business Lending, Equities, Fixed Income, Retail Banking, Wealth Management, Capital Markets, Alternative Investments, Finance, Underwriting, Series 7, Relationship Management, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 1985 — 1987
MBA, Corporate Finance
Queens College 1983 — 1985
BA, History
Bank of America April 2015 - Present
Barclays Wealth December 2011 - April 2015
HSBC Private Bank November 2010 - November 2011
Citibank, N.A August 2006 - October 2010
Wachovia August 2002 - August 2006
Skills
Portfolio Management, Credit, Private Banking, Credit Risk, Risk Management, Banking, Corporate Finance, Due Diligence, Commercial Banking, Mergers & Acquisitions, Financial Services, Bloomberg, Credit Analysis, Valuation, Hedge Funds, Mortgage Lending, Commercial Lending, Loans, Financial Risk, Small Business Lending, Equities, Fixed Income, Retail Banking, Wealth Management, Capital Markets, Alternative Investments, Finance, Underwriting, Series 7, Relationship Management, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 1985 — 1987
MBA, Corporate Finance
Queens College 1983 — 1985
BA, History
Winchester, Don Winchester, Don's Wachovia Experience February 2004 - June 2010
Job Director Wealth Management
Industry Financial Services
Experience
PNC Wealth Management October 2013 - Present
Citi Private Bank June 2010 - October 2013
Wachovia February 2004 - June 2010
PNC 1999 - 2000
Wells Fargo 1995 - 1999
Skills
Series 7, Commercial Lending, Wealth Management, Loans, Credit, Banking, Securities, Mortgage Lending, Commercial Banking, Investments, Retirement Planning, Wealth Management..., Financial Services, Mutual Funds
Education
George Mason University 1991 — 1996
Bachelor of Arts (B.A.), International/Global Studies
Menchville HS 1984 — 1988
PNC Wealth Management October 2013 - Present
Citi Private Bank June 2010 - October 2013
Wachovia February 2004 - June 2010
PNC 1999 - 2000
Wells Fargo 1995 - 1999
Skills
Series 7, Commercial Lending, Wealth Management, Loans, Credit, Banking, Securities, Mortgage Lending, Commercial Banking, Investments, Retirement Planning, Wealth Management..., Financial Services, Mutual Funds
Education
George Mason University 1991 — 1996
Bachelor of Arts (B.A.), International/Global Studies
Menchville HS 1984 — 1988
Katie Shircliff Collins Katie Shircliff Collins's Wachovia Experience March 2009 - July 2009
Job Mortgage Loan Processor at Allied First Bank
Industry Banking
Experience
Emery Federal Credit Union January 2012 - September 2012
John S. Clark Company, LLC July 2011 - January 2012
Wells Fargo Home Mortgage July 2010 - July 2011
Enterprise Rent-A-Car September 2009 - June 2010
Wachovia March 2009 - July 2009
The Wilmington Group 2007 - 2008
The Mayhood Company 2004 - 2007
Skills
Loans, Mortgage Lending, Customer Service, Microsoft Office, Marketing, Team Building, Residential Homes, Accounts Receivable, Real Estate, Human Resources, Microsoft Excel, Team Leadership, CRM
Education
Franciscan University of Steubenville 1999 — 2003
Bachelor of Arts, Communication Arts
Emery Federal Credit Union January 2012 - September 2012
John S. Clark Company, LLC July 2011 - January 2012
Wells Fargo Home Mortgage July 2010 - July 2011
Enterprise Rent-A-Car September 2009 - June 2010
Wachovia March 2009 - July 2009
The Wilmington Group 2007 - 2008
The Mayhood Company 2004 - 2007
Skills
Loans, Mortgage Lending, Customer Service, Microsoft Office, Marketing, Team Building, Residential Homes, Accounts Receivable, Real Estate, Human Resources, Microsoft Excel, Team Leadership, CRM
Education
Franciscan University of Steubenville 1999 — 2003
Bachelor of Arts, Communication Arts
Katherine Pereira's Wachovia Experience December 2008 - September 2009
Job Legislative Assistant at U.S. House of Representatives Congressman Tony Cárdenas
Industry Government Relations
Experience
U.S. House of Representatives - Congressman Tony Cárdenas June 2015 - Present
U.S. House of Representatives - Congressman Tony Cárdenas October 2013 - Present
HOLA: Hispanic Organization for Leadership & Action June 2013 - Present
UNHCR September 2013 - October 2013
Congressman Tony Cárdenas March 2013 - September 2013
Undergraduate Research Scholars Program August 2011 - August 2012
Wachovia December 2008 - September 2009
English Language Coach August 2007 - December 2007
Skills
Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Teaching, Team Leadership, Program Management, Project Management, Social Media, Government, Research, HTML, Windows, English, Outlook
Education
George Mason University 2010 — 2012
Government & International Politics, Concentration: International & Comparative Politics, Minors: Latin American Studies, Spanish
U.S. House of Representatives - Congressman Tony Cárdenas June 2015 - Present
U.S. House of Representatives - Congressman Tony Cárdenas October 2013 - Present
HOLA: Hispanic Organization for Leadership & Action June 2013 - Present
UNHCR September 2013 - October 2013
Congressman Tony Cárdenas March 2013 - September 2013
Undergraduate Research Scholars Program August 2011 - August 2012
Wachovia December 2008 - September 2009
English Language Coach August 2007 - December 2007
Skills
Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Teaching, Team Leadership, Program Management, Project Management, Social Media, Government, Research, HTML, Windows, English, Outlook
Education
George Mason University 2010 — 2012
Government & International Politics, Concentration: International & Comparative Politics, Minors: Latin American Studies, Spanish
Daniel Borasch Daniel Borasch's Wachovia Experience May 1998 - January 2002
Job President Middle Market West Florida at JP Morgan Chase
Industry Banking
Experience
JP Morgan Chase October 2009 - Present
Bank of America September 2007 - September 2009
LaSalle Bank March 2002 - September 2007
Wachovia May 1998 - January 2002
Wachovia Bank 1976 - 2002
Manufacturers Hanover Trust 1973 - 1976
Education
University of Denver 1971 — 1973
MA, International Finance
Florida State University 1967 — 1971
BA, International Relations
JP Morgan Chase October 2009 - Present
Bank of America September 2007 - September 2009
LaSalle Bank March 2002 - September 2007
Wachovia May 1998 - January 2002
Wachovia Bank 1976 - 2002
Manufacturers Hanover Trust 1973 - 1976
Education
University of Denver 1971 — 1973
MA, International Finance
Florida State University 1967 — 1971
BA, International Relations
Beausoleil Mark's Wachovia Experience 1999 - 2005
Job First Senior Vice President and National Branch Sales and Service Director at AmTrust Bank
Industry Banking
Experience
AmTrust Bank, a Division of New York Community Bank January 2009 - Present
AmTrust Bank April 2005 - Present
Wachovia 1999 - 2005
Republic Security Bank 1997 - 1999
First Bank of Florida 1995 - 1997
Skills
Retail Banking, Coaching, Administration, Banking, Leadership, Management, Change Management, Risk Management, Recruiting, Sales Management, Sales, Human Resources, Talent Management, Employee Engagement, Commercial Banking, Time Management
Education
Palm Beach Atlantic University 2004 — 2006
MBA, Organizational Leadership
Framingham State University 1987 — 1991
English, English, Journalism
AmTrust Bank, a Division of New York Community Bank January 2009 - Present
AmTrust Bank April 2005 - Present
Wachovia 1999 - 2005
Republic Security Bank 1997 - 1999
First Bank of Florida 1995 - 1997
Skills
Retail Banking, Coaching, Administration, Banking, Leadership, Management, Change Management, Risk Management, Recruiting, Sales Management, Sales, Human Resources, Talent Management, Employee Engagement, Commercial Banking, Time Management
Education
Palm Beach Atlantic University 2004 — 2006
MBA, Organizational Leadership
Framingham State University 1987 — 1991
English, English, Journalism
Matt Mathias's Wachovia Experience April 1994 - April 2005
Job President & CEO at MWM Investment Consulting, LLC
Industry Financial Services
Experience
MWM Investment Consulting, LLC September 2009 - Present
The Garden of Hope and Courage 2008 - 2014
The Garden of Hope and Courage 2008 - 2014
National City Private Client Group August 2007 - September 2009
US Trust April 2005 - August 2007
Wachovia April 1994 - April 2005
Skills
Wealth Management, Investments, Microsoft Office, Asset Management, Financial Planning, Portfolio Management, Alternative Investments, Strategic Planning, Mutual Funds, Banking, Estate Planning, Budgeting, Asset Allocation, Investment Advisory
Education
Florida State University - College of Business 1988 — 1992
BS, Business Administration - FInance, Multinational Business
Leadership Collier
MWM Investment Consulting, LLC September 2009 - Present
The Garden of Hope and Courage 2008 - 2014
The Garden of Hope and Courage 2008 - 2014
National City Private Client Group August 2007 - September 2009
US Trust April 2005 - August 2007
Wachovia April 1994 - April 2005
Skills
Wealth Management, Investments, Microsoft Office, Asset Management, Financial Planning, Portfolio Management, Alternative Investments, Strategic Planning, Mutual Funds, Banking, Estate Planning, Budgeting, Asset Allocation, Investment Advisory
Education
Florida State University - College of Business 1988 — 1992
BS, Business Administration - FInance, Multinational Business
Leadership Collier
Jill Busick Jill Busick's Wachovia Experience March 2000 - Present
Job Credit Bureau Dispute Analyst at Wachovia
Industry Financial Services
Experience
Wachovia March 2000 - Present
wachovia 2000 - Present
wachovia 2000 - 2008
Education
Gardner-Webb University 2002 — 2004
BSBA, Business Administration
Wachovia March 2000 - Present
wachovia 2000 - Present
wachovia 2000 - 2008
Education
Gardner-Webb University 2002 — 2004
BSBA, Business Administration
Jack Doyle MBA Jack Doyle MBA's Wachovia Experience 2003 - 2008
Job Real Estate Broker Luxury and Waterfront Properties Palm Beach and Broward Counties Marquis Real Estate LLC
Industry Real Estate
Experience
MARQUIS REAL ESTATE LLC January 2008 - Present
United States Coast Guard Auxiliary January 2009 - Present
Gulf Atlantic Funding Group June 2000 - Present
United States Power Squadrons April 2012 - April 2013
Pompano Beach Power Squadron January 2008 - January 2009
United States Congress 1999 - 2009
Wachovia Mortgage/formerly World Savings January 2005 - September 2008
Wachovia 2003 - 2008
World Savings 2003 - 2004
Marquis Financial Corporation January 1992 - April 2003
Skills
Management, Recruiting, Team Building, Program Management, Leadership, Real Estate, Capital Markets, Mortgage Lending, Public Speaking, Loans, Residential Homes, Training, Selling, Referrals, Negotiation, Short Sales, Credit, New Business Development, Operations Management, Loan Origination, Mortgage Banking, Investment Properties, Investors, Sellers, Commercial Real Estate, Condos, Luxury, Real Estate Transactions, Foreclosures, Single Family Homes, First Time Home Buyers, FHA, Finance, Residential Mortgages, Sales, Marketing, Refinance, REO, Real Estate Financing
Education
Fordham University - Graduate School of Business Administration
MBA, Marketing/Financial Management
U.S.Army Command & Staff College
Rutgers, The State University of New Jersey-Newark
BA, Economics
MARQUIS REAL ESTATE LLC January 2008 - Present
United States Coast Guard Auxiliary January 2009 - Present
Gulf Atlantic Funding Group June 2000 - Present
United States Power Squadrons April 2012 - April 2013
Pompano Beach Power Squadron January 2008 - January 2009
United States Congress 1999 - 2009
Wachovia Mortgage/formerly World Savings January 2005 - September 2008
Wachovia 2003 - 2008
World Savings 2003 - 2004
Marquis Financial Corporation January 1992 - April 2003
Skills
Management, Recruiting, Team Building, Program Management, Leadership, Real Estate, Capital Markets, Mortgage Lending, Public Speaking, Loans, Residential Homes, Training, Selling, Referrals, Negotiation, Short Sales, Credit, New Business Development, Operations Management, Loan Origination, Mortgage Banking, Investment Properties, Investors, Sellers, Commercial Real Estate, Condos, Luxury, Real Estate Transactions, Foreclosures, Single Family Homes, First Time Home Buyers, FHA, Finance, Residential Mortgages, Sales, Marketing, Refinance, REO, Real Estate Financing
Education
Fordham University - Graduate School of Business Administration
MBA, Marketing/Financial Management
U.S.Army Command & Staff College
Rutgers, The State University of New Jersey-Newark
BA, Economics
Neal Kiker Neal Kiker's Wachovia Experience April 2006 - September 2009
Job Account Manager Commercial Card at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2010 - Present
Wachovia April 2006 - September 2009
Wachovia Education Finance July 2000 - April 2006
South Carolina Student Loan July 1993 - June 2000
Skills
Banking, CRM, Budgets, Competitive Analysis, Credit, Leadership, Loans, Management, Marketing Strategy, Relationship Management, Sales, Sales Management, Salesforce.com, Strategic Planning, Training
Education
Francis Marion University 1985 — 1990
Bachelor of Science, Economics
Wells Fargo March 2010 - Present
Wachovia April 2006 - September 2009
Wachovia Education Finance July 2000 - April 2006
South Carolina Student Loan July 1993 - June 2000
Skills
Banking, CRM, Budgets, Competitive Analysis, Credit, Leadership, Loans, Management, Marketing Strategy, Relationship Management, Sales, Sales Management, Salesforce.com, Strategic Planning, Training
Education
Francis Marion University 1985 — 1990
Bachelor of Science, Economics
Eric Pepper's Wachovia Experience 2007 - 2008
Job Senior Loan Officer at Prospect Mortgage, LLC
Industry Financial Services
Experience
Prospect Mortgage, LLC 2008 - Present
Prospect Mortgage, LLC June 2012 - March 2014
Woodstock Financial Group, Inc. 2007 - January 2012
Wachovia 2007 - 2008
National Life of Vermont 1999 - 2004
Prudential Bache Securities 1988 - 1993
Skills
REO Financing, Renovation Loans, Mortgage Lending, REO, Renovation, Mortgage Banking, Investments, FHA, Finance, Residential Mortgages, FHA financing, USDA, VA loans, Credit, Investment Properties, Reverse Mortgages, Loans, Refinance, Asset Management, Sales, Retirement Planning, FHA Financing, Referrals, Portfolio Management, Small Business, VA Loans
Education
Florida State University 1982 — 1985
BS, Political Science, History, Business
North Springs High 1974 — 1979
Prospect Mortgage, LLC 2008 - Present
Prospect Mortgage, LLC June 2012 - March 2014
Woodstock Financial Group, Inc. 2007 - January 2012
Wachovia 2007 - 2008
National Life of Vermont 1999 - 2004
Prudential Bache Securities 1988 - 1993
Skills
REO Financing, Renovation Loans, Mortgage Lending, REO, Renovation, Mortgage Banking, Investments, FHA, Finance, Residential Mortgages, FHA financing, USDA, VA loans, Credit, Investment Properties, Reverse Mortgages, Loans, Refinance, Asset Management, Sales, Retirement Planning, FHA Financing, Referrals, Portfolio Management, Small Business, VA Loans
Education
Florida State University 1982 — 1985
BS, Political Science, History, Business
North Springs High 1974 — 1979
Denise Lynne Alvarez's Wachovia Experience January 2000 - February 2002
Job Senior Director at Kroll Bond Rating Agency, Inc.
Industry Investment Banking
Experience
Kroll Bond Rating Agency, Inc. March 2014 - Present
Santander Bank, N.A. July 2011 - March 2014
Mizuho Corporate Bank October 2008 - July 2011
Credit Suisse May 2002 - June 2008
Wachovia January 2000 - February 2002
First Union National Bank May 1998 - January 2000
First Union National Bank 1997 - 1998
First Fidelity Bank, NJ 1994 - 1997
First Fidelity Bank, NJ 1993 - 1994
Skills
Credit Analysis, Portfolio Management, Credit, Finance, Financial Modeling, Banking, Loans, Corporate Finance, Capital Markets, Due Diligence, Risk Management, Financial Analysis, Analysis, Underwriting
Education
Fordham University - Graduate School of Business Administration 2011 — 2011
Pre-MBA Program Participant
Rutgers University-New Brunswick 1990 — 1994
BS, Marketing and German
Franklin High School
Kroll Bond Rating Agency, Inc. March 2014 - Present
Santander Bank, N.A. July 2011 - March 2014
Mizuho Corporate Bank October 2008 - July 2011
Credit Suisse May 2002 - June 2008
Wachovia January 2000 - February 2002
First Union National Bank May 1998 - January 2000
First Union National Bank 1997 - 1998
First Fidelity Bank, NJ 1994 - 1997
First Fidelity Bank, NJ 1993 - 1994
Skills
Credit Analysis, Portfolio Management, Credit, Finance, Financial Modeling, Banking, Loans, Corporate Finance, Capital Markets, Due Diligence, Risk Management, Financial Analysis, Analysis, Underwriting
Education
Fordham University - Graduate School of Business Administration 2011 — 2011
Pre-MBA Program Participant
Rutgers University-New Brunswick 1990 — 1994
BS, Marketing and German
Franklin High School
Paul Storelli's Wachovia Experience August 2003 - December 2004
Job Storelli Recycling Company
Industry Import and Export
Experience
Storelli Recycling Company September 2015 - Present
JPMorgan Chase January 2013 - Present
JPMorgan Chase August 2010 - December 2012
Wells Fargo January 2007 - August 2010
Wachovia Bank January 2005 - January 2007
Wachovia August 2003 - December 2004
Skills
Credit, Commercial Banking, Commercial Lending, Consumer Lending, Credit Analysis, Loans, Mortgage Lending, Relationship Management, Small Business Lending, Cross Selling, Mortgage Banking
Education
Florida State University 1999 — 2003
Bachelor of Science (BS), Finance, General
Storelli Recycling Company September 2015 - Present
JPMorgan Chase January 2013 - Present
JPMorgan Chase August 2010 - December 2012
Wells Fargo January 2007 - August 2010
Wachovia Bank January 2005 - January 2007
Wachovia August 2003 - December 2004
Skills
Credit, Commercial Banking, Commercial Lending, Consumer Lending, Credit Analysis, Loans, Mortgage Lending, Relationship Management, Small Business Lending, Cross Selling, Mortgage Banking
Education
Florida State University 1999 — 2003
Bachelor of Science (BS), Finance, General
Eric Staczek's Wachovia Experience August 1989 - September 1996
Job Senior Vice President MB Equipment Finance
Industry Financial Services
Experience
Cole Taylor Equipment Finance February 2013 - Present
GE Capital 2007 - February 2013
LaSalle National Leasing 1998 - 2007
MabeyBridge & Shore September 1997 - April 2000
GE Capital October 1996 - February 1998
Wachovia August 1989 - September 1996
Skills
Commercial Finance, Commercial Lending, Syndications, Aircraft Finance, Credit Analysis, Financial Structuring, Structured Finance, Loans, Commercial Banking, Credit, Credit Risk, Loan Origination, Capital Markets, Underwriting, Banking, Corporate Finance
Education
Loyola University Maryland 2005 — 2007
MBA, Finance
Georgetown University 1985 — 1989
Bachelors, Finance
Cole Taylor Equipment Finance February 2013 - Present
GE Capital 2007 - February 2013
LaSalle National Leasing 1998 - 2007
MabeyBridge & Shore September 1997 - April 2000
GE Capital October 1996 - February 1998
Wachovia August 1989 - September 1996
Skills
Commercial Finance, Commercial Lending, Syndications, Aircraft Finance, Credit Analysis, Financial Structuring, Structured Finance, Loans, Commercial Banking, Credit, Credit Risk, Loan Origination, Capital Markets, Underwriting, Banking, Corporate Finance
Education
Loyola University Maryland 2005 — 2007
MBA, Finance
Georgetown University 1985 — 1989
Bachelors, Finance
Sue Schwein, CPA, MBA Sue Schwein, CPA, MBA's Wachovia Experience August 2004 - June 2009
Job Chief Financial Officer at Episcopal Diocese of Western North Carolina
Industry Accounting
Experience
Episcopal Diocese of Western North Carolina April 2011 - Present
Taylor White July 2010 - January 2011
Wachovia August 2004 - June 2009
Wachovia, A Wells Fargo Company June 2000 - August 2004
First Union June 1992 - June 2000
Deloitte & Touche January 1988 - June 1992
Skills
Payroll, Financial Analysis, Financial Modeling, Process Improvement, Due Diligence, Sarbanes-Oxley Act, Financial Reporting, Banking, Strategic Planning, Business Process..., Strategy, Financial Accounting, GAAP, Nonprofits, Planning Budgeting &..., Mergers & Acquisitions, Internal Controls, Risk Management, Forecasting, Strategic Financial..., Auditing, Internal Audit, Budgets, General Ledger, Accounting, Analysis, Financial Planning
Education
University of North Carolina at Charlotte - Belk College of Business
MBA
Florida State University - College of Business
Bachelor of Science, Accounting
Episcopal Diocese of Western North Carolina April 2011 - Present
Taylor White July 2010 - January 2011
Wachovia August 2004 - June 2009
Wachovia, A Wells Fargo Company June 2000 - August 2004
First Union June 1992 - June 2000
Deloitte & Touche January 1988 - June 1992
Skills
Payroll, Financial Analysis, Financial Modeling, Process Improvement, Due Diligence, Sarbanes-Oxley Act, Financial Reporting, Banking, Strategic Planning, Business Process..., Strategy, Financial Accounting, GAAP, Nonprofits, Planning Budgeting &..., Mergers & Acquisitions, Internal Controls, Risk Management, Forecasting, Strategic Financial..., Auditing, Internal Audit, Budgets, General Ledger, Accounting, Analysis, Financial Planning
Education
University of North Carolina at Charlotte - Belk College of Business
MBA
Florida State University - College of Business
Bachelor of Science, Accounting
Bettina Pondo Bettina Pondo's Wachovia Experience October 2007 - September 2010
Job Supplier Risk Management
Industry Banking
Experience
Ally June 2011 - Present
Ally Bank September 2010 - June 2011
Wachovia October 2007 - September 2010
Bank of America May 1989 - October 2007
Skills
Supply Chain Management, Management, Leadership, Supply Management, Sourcing, CRM, Strategy, Negotiation, Vendor Management, Strategic Sourcing, Process Improvement, Cross-functional Team..., Risk Management, Six Sigma, Change Management, Contract Negotiation, Procurement, Operations Management, Strategic Planning, Program Management, Pricing Strategy, Mergers & Acquisitions, Business Strategy, Supply Chain
Education
Gardner-Webb University 1985 — 1989
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Ally June 2011 - Present
Ally Bank September 2010 - June 2011
Wachovia October 2007 - September 2010
Bank of America May 1989 - October 2007
Skills
Supply Chain Management, Management, Leadership, Supply Management, Sourcing, CRM, Strategy, Negotiation, Vendor Management, Strategic Sourcing, Process Improvement, Cross-functional Team..., Risk Management, Six Sigma, Change Management, Contract Negotiation, Procurement, Operations Management, Strategic Planning, Program Management, Pricing Strategy, Mergers & Acquisitions, Business Strategy, Supply Chain
Education
Gardner-Webb University 1985 — 1989
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Tom Hewitt Tom Hewitt's Wachovia Experience June 2007 - June 2010
Job VP, Participant Services Marketing at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2010 - Present
Wachovia June 2007 - June 2010
Red Ventures August 2004 - May 2007
Duke Energy January 1999 - July 2004
First Union National Bank June 1997 - January 1999
First Union National Bank August 1993 - June 1997
First Union National Bank September 1989 - August 1993
Skills
Marketing, Advertising, Segmentation, Multi-channel Marketing, Financial Services, Analytics, Direct Marketing, Relationship Management, Strategy, Integrated Marketing, Marketing Strategy, Strategic Planning
Education
Wake Forest University School of Business 2002 — 2004
MBA
Furman University 1985 — 1989
BA, History
TIAA-CREF April 2010 - Present
Wachovia June 2007 - June 2010
Red Ventures August 2004 - May 2007
Duke Energy January 1999 - July 2004
First Union National Bank June 1997 - January 1999
First Union National Bank August 1993 - June 1997
First Union National Bank September 1989 - August 1993
Skills
Marketing, Advertising, Segmentation, Multi-channel Marketing, Financial Services, Analytics, Direct Marketing, Relationship Management, Strategy, Integrated Marketing, Marketing Strategy, Strategic Planning
Education
Wake Forest University School of Business 2002 — 2004
MBA
Furman University 1985 — 1989
BA, History
Christopher J. Cox Christopher J. Cox's Wachovia Experience July 2003 - May 2010
Job Head of Digital Experience Delivery at USAA
Industry Financial Services
Experience
USAA January 2014 - Present
Regions Bank May 2010 - January 2014
Wachovia July 2003 - May 2010
CSC May 2000 - July 2003
BearingPoint / KPMG Consulting September 1997 - May 2000
Barnett Bank December 1991 - September 1997
Bank of America August 1988 - December 1991
Skills
Portfolio Management, Corporate Finance, Business, Strategic Planning, eCommerce, Social Media, Business Strategy, Analytics, Consulting, Cross-functional Team..., Digital Strategy, E-commerce, Executive Management, Finance, Financial Services, Leadership, Management, Management Consulting, Mergers, Mobile Devices, Payments, Product Development, Product Management, Retail Banking, Risk Management, Strategy, Web Commerce, Analysis, Banking, Business Analysis, CRM, Change Management, Competitive Analysis, Credit, Relationship Management, Vendor Management, Contract Negotiation, Credit Cards, Outsourcing
Education
Georgetown University
MPP, Public Policy
The University of Texas at Austin
BBA, Finance and Marketing
University of Houston
MBA, Finance and Marketing
USAA January 2014 - Present
Regions Bank May 2010 - January 2014
Wachovia July 2003 - May 2010
CSC May 2000 - July 2003
BearingPoint / KPMG Consulting September 1997 - May 2000
Barnett Bank December 1991 - September 1997
Bank of America August 1988 - December 1991
Skills
Portfolio Management, Corporate Finance, Business, Strategic Planning, eCommerce, Social Media, Business Strategy, Analytics, Consulting, Cross-functional Team..., Digital Strategy, E-commerce, Executive Management, Finance, Financial Services, Leadership, Management, Management Consulting, Mergers, Mobile Devices, Payments, Product Development, Product Management, Retail Banking, Risk Management, Strategy, Web Commerce, Analysis, Banking, Business Analysis, CRM, Change Management, Competitive Analysis, Credit, Relationship Management, Vendor Management, Contract Negotiation, Credit Cards, Outsourcing
Education
Georgetown University
MPP, Public Policy
The University of Texas at Austin
BBA, Finance and Marketing
University of Houston
MBA, Finance and Marketing
Lourdes Pietri Lourdes Pietri's Wachovia Experience March 2003 - August 2003
Job Financial Analyst at Lee Memorial Health System
Industry Hospital & Health Care
Experience
Lee Memorial Health System Home Health January 2013 - Present
IBERIABANK (formely Florida Gulf Bank) November 2005 - January 2013
SunTrust Bank August 2003 - November 2005
Wachovia March 2003 - August 2003
SunTrust Bank July 2000 - February 2003
The Shelter Group July 1999 - April 2000
Skills
Banking, Treasury Management, Relationship Management, Branch Management, Training, Small Business Lending, Commercial Lending, Loans, Commercial Banking, Credit Analysis, Credit, Financial Analysis, Portfolio Management, Underwriting, Cash Management, Leadership, New Business Development, Risk Management, Cross Selling, Financial Risk, Deposits, Mergers & Acquisitions, Consumer Lending, Management
Education
Georgetown University - The McDonough School of Business 1995 — 1999
Bachelor of Science (BS), Finance
Academia Maria Reina 1989 — 1995
Lee Memorial Health System Home Health January 2013 - Present
IBERIABANK (formely Florida Gulf Bank) November 2005 - January 2013
SunTrust Bank August 2003 - November 2005
Wachovia March 2003 - August 2003
SunTrust Bank July 2000 - February 2003
The Shelter Group July 1999 - April 2000
Skills
Banking, Treasury Management, Relationship Management, Branch Management, Training, Small Business Lending, Commercial Lending, Loans, Commercial Banking, Credit Analysis, Credit, Financial Analysis, Portfolio Management, Underwriting, Cash Management, Leadership, New Business Development, Risk Management, Cross Selling, Financial Risk, Deposits, Mergers & Acquisitions, Consumer Lending, Management
Education
Georgetown University - The McDonough School of Business 1995 — 1999
Bachelor of Science (BS), Finance
Academia Maria Reina 1989 — 1995
Andy Tullo's Wachovia Experience May 2006 - May 2008
Job Director of Talent and Performance Management at ABS Technology Architects
Industry Human Resources
Experience
ABS Technology Architects February 2015 - Present
Varrow July 2012 - November 2014
UDig September 2010 - June 2012
Synigent Technologies August 2009 - September 2010
Synigent Technologies August 2008 - July 2009
Wachovia May 2006 - May 2008
WellPoint August 2005 - May 2006
Marcorsyscom January 2004 - August 2005
Skills
Recruiting, Technical Recruiting, Project Managers, VMware, Citrix, Managed Services, Data Center, Talent Acquisition, Infrastructure, Disaster Recovery, Cloud Computing, Vendor Management, Virtualization, Storage, Internet Recruiting, Relationship Management, Cisco Technologies, Security, Applicant Tracking..., Business Analysis, Networking, Leadership, Information Technology, Troubleshooting, Enterprise Software, Contract Recruitment, System Administration, Interviews, Sourcing, Staffing Services, Cold Calling, Temporary Placement, Screening Resumes, Benefits Negotiation, Staff Augmentation, Screening, Permanent Placement, IT Recruitment, Executive Search, Professional Services, SDLC, Hiring
Education
George Mason University 1998 — 2003
Associate's degree, Economics, Information Technology
Woodbridge Senior High School 1994 — 1998
ABS Technology Architects February 2015 - Present
Varrow July 2012 - November 2014
UDig September 2010 - June 2012
Synigent Technologies August 2009 - September 2010
Synigent Technologies August 2008 - July 2009
Wachovia May 2006 - May 2008
WellPoint August 2005 - May 2006
Marcorsyscom January 2004 - August 2005
Skills
Recruiting, Technical Recruiting, Project Managers, VMware, Citrix, Managed Services, Data Center, Talent Acquisition, Infrastructure, Disaster Recovery, Cloud Computing, Vendor Management, Virtualization, Storage, Internet Recruiting, Relationship Management, Cisco Technologies, Security, Applicant Tracking..., Business Analysis, Networking, Leadership, Information Technology, Troubleshooting, Enterprise Software, Contract Recruitment, System Administration, Interviews, Sourcing, Staffing Services, Cold Calling, Temporary Placement, Screening Resumes, Benefits Negotiation, Staff Augmentation, Screening, Permanent Placement, IT Recruitment, Executive Search, Professional Services, SDLC, Hiring
Education
George Mason University 1998 — 2003
Associate's degree, Economics, Information Technology
Woodbridge Senior High School 1994 — 1998
Jo Ellen Carson's Wachovia Experience 1983 - 2002
Job Executive Director at Leadership WinstonSalem
Industry Nonprofit Organization Management
Experience
Leadership Winston-Salem June 2005 - Present
Wachovia 1983 - 2002
Skills
Nonprofits, Public Speaking, Program Development, Leadership Development, Board Development, Strategic Planning, Leadership, Community Development, Management, Organizational..., Non-profits, Workshop Facilitation, Team Building, Coaching, Program Management, Event Management, Strategy, Project Management, Team Leadership, Human Resrources
Education
Florida State University
Bachelor of Music, Music Therapy
Floriday State University
Bachelor of Music
Leadership Winston-Salem June 2005 - Present
Wachovia 1983 - 2002
Skills
Nonprofits, Public Speaking, Program Development, Leadership Development, Board Development, Strategic Planning, Leadership, Community Development, Management, Organizational..., Non-profits, Workshop Facilitation, Team Building, Coaching, Program Management, Event Management, Strategy, Project Management, Team Leadership, Human Resrources
Education
Florida State University
Bachelor of Music, Music Therapy
Floriday State University
Bachelor of Music
Eva Acheampong Eva Acheampong's Wachovia Experience July 2003 - January 2005
Job Student at George Mason University
Industry Banking
Experience
CommonWealth One Federal Credit Union 2011 - July 2015
CommonWealth One Federal Credit Union January 2007 - May 2012
Wachovia July 2003 - January 2005
Skills
Strategic Planning, Financial Analysis, PowerPoint, Microsoft Office, Banking, Leadership, Customer Service, Management, Public Speaking, Training
Education
George Mason University 2014 — 2017
CommonWealth One Federal Credit Union 2011 - July 2015
CommonWealth One Federal Credit Union January 2007 - May 2012
Wachovia July 2003 - January 2005
Skills
Strategic Planning, Financial Analysis, PowerPoint, Microsoft Office, Banking, Leadership, Customer Service, Management, Public Speaking, Training
Education
George Mason University 2014 — 2017
Gwen Maddox Gwen Maddox's Wachovia Experience December 1996 - October 1998
Job Business Technology Consultant at FIS
Industry Financial Services
Experience
FIS February 2014 - Present
Capital One September 2010 - January 2014
Card Smart Consulting, LLC 2008 - 2010
TSYS September 2000 - March 2008
SunTrust Bank October 1998 - January 2000
Wachovia December 1996 - October 1998
TSYS June 1994 - December 1996
Skills
Credit Cards, Payments, Debit Cards, Program Management, Payment Card Processing, Strategy, Payment Systems, Business Requirements, Analysis, Integration, Financial Services, Requirements Gathering, Credit, SDLC, Process Improvement, Project Management, Mobile Payments, Product Management, Banking, Management Consulting, Electronic Payments, Consulting, Management, Training
Education
Georgia College and State University 1988 — 1990
BA, English
Middle Georgia College 1986 — 1988
AA, Secondary Education
FIS February 2014 - Present
Capital One September 2010 - January 2014
Card Smart Consulting, LLC 2008 - 2010
TSYS September 2000 - March 2008
SunTrust Bank October 1998 - January 2000
Wachovia December 1996 - October 1998
TSYS June 1994 - December 1996
Skills
Credit Cards, Payments, Debit Cards, Program Management, Payment Card Processing, Strategy, Payment Systems, Business Requirements, Analysis, Integration, Financial Services, Requirements Gathering, Credit, SDLC, Process Improvement, Project Management, Mobile Payments, Product Management, Banking, Management Consulting, Electronic Payments, Consulting, Management, Training
Education
Georgia College and State University 1988 — 1990
BA, English
Middle Georgia College 1986 — 1988
AA, Secondary Education
Bygie Dixon Bygie Dixon's Wachovia Experience April 2005 - September 2008
Job Springleaf Financial
Industry Financial Services
Experience
The DARTON GROUP October 2012 - April 2014
Boston National Title May 2012 - October 2012
Wells Fargo Home Mortgage January 2011 - October 2011
Wells Fargo September 2008 - December 2010
Wachovia April 2005 - September 2008
Wachovia Securities May 2003 - April 2005
First Union National Bank February 2001 - May 2002
First Union National Bank April 1997 - February 2001
Turner Broadcasting November 1995 - April 1997
Peachtree Software February 1992 - October 1996
Skills
Strategic Planning, Strategic Leadership, Leading..., Cultural Transformation, Executive Team Alignment, Expense Management, Business Development, Executive Coaching, P&L Financial Management, Leadership, Coaching, Risk Management, Banking, Mortgage Lending, Valuation, Credit, Relationship Management, Financial Services, Loans, Strategy, Leadership Development, Vendor Management, Process Improvement, Underwriting, Retail Banking, Mergers & Acquisitions, Change Management, Management, Operational Risk..., Employee Engagement, Analysis, Team Management, Finance, Business Process, Sales, Team Leadership, Human Resources, Management Consulting, Sales Operations, Budgets, Financial Analysis, Business Process..., Business Analysis, Financial Risk, Portfolio Management, Outsourcing, Mortgage Banking, Corporate Finance, Executive Management, Analytics
Education
Georgia College and State University
The DARTON GROUP October 2012 - April 2014
Boston National Title May 2012 - October 2012
Wells Fargo Home Mortgage January 2011 - October 2011
Wells Fargo September 2008 - December 2010
Wachovia April 2005 - September 2008
Wachovia Securities May 2003 - April 2005
First Union National Bank February 2001 - May 2002
First Union National Bank April 1997 - February 2001
Turner Broadcasting November 1995 - April 1997
Peachtree Software February 1992 - October 1996
Skills
Strategic Planning, Strategic Leadership, Leading..., Cultural Transformation, Executive Team Alignment, Expense Management, Business Development, Executive Coaching, P&L Financial Management, Leadership, Coaching, Risk Management, Banking, Mortgage Lending, Valuation, Credit, Relationship Management, Financial Services, Loans, Strategy, Leadership Development, Vendor Management, Process Improvement, Underwriting, Retail Banking, Mergers & Acquisitions, Change Management, Management, Operational Risk..., Employee Engagement, Analysis, Team Management, Finance, Business Process, Sales, Team Leadership, Human Resources, Management Consulting, Sales Operations, Budgets, Financial Analysis, Business Process..., Business Analysis, Financial Risk, Portfolio Management, Outsourcing, Mortgage Banking, Corporate Finance, Executive Management, Analytics
Education
Georgia College and State University
Matt Chartraw's Wachovia Experience 2008 - 2009
Job Technology Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2012 - Present
Wells Fargo December 2010 - June 2012
Wells Fargo January 2009 - January 2011
Wachovia 2008 - 2009
Wachovia July 2006 - May 2007
Skills
Project Management, SharePoint, SDLC, IT Operations, Security, Vendor Management, Visio, Business Analysis, Risk Management, Process Improvement, Business Process..., Requirements Gathering, PMP, Business Intelligence, Requirements Analysis, Software Project..., IT Strategy, Management, Business Requirements
Education
Gannon University 2000 — 2004
BS, Management Information Systems
Wells Fargo June 2012 - Present
Wells Fargo December 2010 - June 2012
Wells Fargo January 2009 - January 2011
Wachovia 2008 - 2009
Wachovia July 2006 - May 2007
Skills
Project Management, SharePoint, SDLC, IT Operations, Security, Vendor Management, Visio, Business Analysis, Risk Management, Process Improvement, Business Process..., Requirements Gathering, PMP, Business Intelligence, Requirements Analysis, Software Project..., IT Strategy, Management, Business Requirements
Education
Gannon University 2000 — 2004
BS, Management Information Systems
Anthony Filorimo Anthony Filorimo's Wachovia Experience June 2006 - December 2008
Job Senior Vice President / Team Leader at TD
Industry Banking
Experience
TD June 2013 - Present
Wells Fargo January 2009 - May 2013
Wachovia June 2006 - December 2008
The Bank of New York November 2002 - June 2006
Fleet Bank May 1996 - November 2002
National Westminster Bank September 1992 - May 1996
Skills
Credit Analysis, Banking, Credit, Underwriting, Commercial Lending, Asset Managment, Loans, Financial Modeling, Portfolio Management, Mortgage Lending, Capital Markets, Commercial Banking, Valuation, Commercial Mortgages, Financial Structuring, Investment Banking, Investments, Due Diligence, Real Estate Economics, Real Estate, Cash Management, Asset Management, Treasury Management, Financial Analysis, Structured Finance, Credit Risk, Loan Origination
Education
New York University 1997 — 1999
Certificate, Real Estate
Fordham University 1988 — 1992
B.S., Finance
TD June 2013 - Present
Wells Fargo January 2009 - May 2013
Wachovia June 2006 - December 2008
The Bank of New York November 2002 - June 2006
Fleet Bank May 1996 - November 2002
National Westminster Bank September 1992 - May 1996
Skills
Credit Analysis, Banking, Credit, Underwriting, Commercial Lending, Asset Managment, Loans, Financial Modeling, Portfolio Management, Mortgage Lending, Capital Markets, Commercial Banking, Valuation, Commercial Mortgages, Financial Structuring, Investment Banking, Investments, Due Diligence, Real Estate Economics, Real Estate, Cash Management, Asset Management, Treasury Management, Financial Analysis, Structured Finance, Credit Risk, Loan Origination
Education
New York University 1997 — 1999
Certificate, Real Estate
Fordham University 1988 — 1992
B.S., Finance
Nicole Lindsay-Lane's Wachovia Experience February 2006 - July 2006
Job CompTIA A+, LPI Linux Essentials
Industry Government Administration
Experience
Commonwealth of Pennsylvania July 2011 - Present
NLL Web and Tech Work Freelance February 2013 - February 2015
Dollar Tree Stores August 2013 - December 2013
Commonwealth of Pennsylvania March 2010 - July 2011
Commonwealth of PA September 2008 - March 2010
Once Upon A Child April 2007 - July 2008
PHEAA July 2006 - April 2007
Wachovia February 2006 - July 2006
Skills
Microsoft Office, Customer Service, Photoshop, Web Design, Research, HTML, Website Development, Graphic Design, WordPress, Web Development, System Administration, HTML + CSS, PC maintenance, 8,900 KPH 10-key data..., 52 WPM Typing, Windows, Linux, JavaScript, Management, Social Media
Education
Franklin University 2011 — 2015
Bachelor's degree, Information Technology, Senior Standing
Peirce College 2007 — 2009
Associate of Science (AS), Information Technology
Commonwealth of Pennsylvania July 2011 - Present
NLL Web and Tech Work Freelance February 2013 - February 2015
Dollar Tree Stores August 2013 - December 2013
Commonwealth of Pennsylvania March 2010 - July 2011
Commonwealth of PA September 2008 - March 2010
Once Upon A Child April 2007 - July 2008
PHEAA July 2006 - April 2007
Wachovia February 2006 - July 2006
Skills
Microsoft Office, Customer Service, Photoshop, Web Design, Research, HTML, Website Development, Graphic Design, WordPress, Web Development, System Administration, HTML + CSS, PC maintenance, 8,900 KPH 10-key data..., 52 WPM Typing, Windows, Linux, JavaScript, Management, Social Media
Education
Franklin University 2011 — 2015
Bachelor's degree, Information Technology, Senior Standing
Peirce College 2007 — 2009
Associate of Science (AS), Information Technology
Vincent Haworth's Wachovia Experience January 2006 - December 2006
Job SBA Relationship Manager at Alterra Bank
Industry Banking
Experience
Alterra Bank June 2015 - Present
ACCA Kansas City Chapter October 2011 - Present
Leawood Chamber of Commerce 2009 - Present
U.S. Bank September 2012 - June 2015
First National Bank of Omaha September 2008 - September 2012
Freedom Bank January 2008 - November 2008
Wachovia January 2006 - December 2006
South Kansas City Chamber of Commerce 2002 - 2003
Hillcrest Bank 2001 - 2003
Skills
Banking, Loans, Commercial Banking, Small Business Lending, Commercial Lending, Credit, Portfolio Management, Mortgage Lending, Customer Service, Credit Analysis, Small Business, Leadership, Mergers, Loan Origination, Retail Banking, Consumer Lending, Commercial Real Estate, Business Development, Training, Mergers & Acquisitions, Relationship Management, Lines Of Credit, Refinance, Start-ups, Commercial Mortgages, Mortgage Banking, Finance, Cash Management, CRM, Treasury Management, Financial Analysis, Underwriting, Credit Risk, Investments, Risk Management, SBA, Wealth Management, FHA, Financial Services, Branch Banking
Education
Friends University 2004 — 2006
Bachelor of Arts, Leadership and Management
McLouth High School 1984 — 1986
Alterra Bank June 2015 - Present
ACCA Kansas City Chapter October 2011 - Present
Leawood Chamber of Commerce 2009 - Present
U.S. Bank September 2012 - June 2015
First National Bank of Omaha September 2008 - September 2012
Freedom Bank January 2008 - November 2008
Wachovia January 2006 - December 2006
South Kansas City Chamber of Commerce 2002 - 2003
Hillcrest Bank 2001 - 2003
Skills
Banking, Loans, Commercial Banking, Small Business Lending, Commercial Lending, Credit, Portfolio Management, Mortgage Lending, Customer Service, Credit Analysis, Small Business, Leadership, Mergers, Loan Origination, Retail Banking, Consumer Lending, Commercial Real Estate, Business Development, Training, Mergers & Acquisitions, Relationship Management, Lines Of Credit, Refinance, Start-ups, Commercial Mortgages, Mortgage Banking, Finance, Cash Management, CRM, Treasury Management, Financial Analysis, Underwriting, Credit Risk, Investments, Risk Management, SBA, Wealth Management, FHA, Financial Services, Branch Banking
Education
Friends University 2004 — 2006
Bachelor of Arts, Leadership and Management
McLouth High School 1984 — 1986
Doug Van Duser Doug Van Duser's Wachovia Experience April 2008 - June 2010
Job Mortgage Loan Consultant at Kinecta Federal Credit Union
Industry Financial Services
Experience
Kinecta Federal Credit Union July 2011 - Present
Bank of America June 2010 - June 2011
Wachovia April 2008 - June 2010
Chevy Chase Bank August 2006 - April 2008
World Savings July 2001 - August 2006
Washington Mutual, Inc. 1998 - 2001
World Savings 1989 - 1993
Eastman Kodak 1984 - 1988
Skills
Mortgage Lending, Loan Origination, Residential Mortgages, Credit, Mortgage Underwriting, Credit Analysis, FHA financing, Finance, Referrals, Real Estate, Sales Presentations, Consultative Sales..., Salesforce Training, Technology, Creative Problem Solving, Benefits Negotiation, Investment Properties, Refinance, Certified Mortgage..., Mortgage Marketing
Education
Genesee Community College
A.A.S., Marketing
Kinecta Federal Credit Union July 2011 - Present
Bank of America June 2010 - June 2011
Wachovia April 2008 - June 2010
Chevy Chase Bank August 2006 - April 2008
World Savings July 2001 - August 2006
Washington Mutual, Inc. 1998 - 2001
World Savings 1989 - 1993
Eastman Kodak 1984 - 1988
Skills
Mortgage Lending, Loan Origination, Residential Mortgages, Credit, Mortgage Underwriting, Credit Analysis, FHA financing, Finance, Referrals, Real Estate, Sales Presentations, Consultative Sales..., Salesforce Training, Technology, Creative Problem Solving, Benefits Negotiation, Investment Properties, Refinance, Certified Mortgage..., Mortgage Marketing
Education
Genesee Community College
A.A.S., Marketing
Michelle Langford Michelle Langford's Wachovia Experience July 2000 - April 2006
Job Public Safety Secretary at Caromont Regional Medical Center
Industry Hospital & Health Care
Experience
Caromont Regional Medical Center February 2009 - Present
Wachovia July 2000 - April 2006
Lowe's Companies, Inc. September 1997 - June 2000
Skills
Healthcare, Hospitals, Data Entry, Medical Terminology, Administrative..., Outlook, HIPAA, EMR, Healthcare Information..., PowerPoint, Microsoft Word, Microsoft Office, Patient Safety, Microsoft Excel, Office Management, Customer Service, Team Building
Education
Gaston College 2006 — 2009
Associate of Arts and Sciences (A.A.S.), Medical Office Administration
South Point High School 1991 — 1994
High School, General
Caromont Regional Medical Center February 2009 - Present
Wachovia July 2000 - April 2006
Lowe's Companies, Inc. September 1997 - June 2000
Skills
Healthcare, Hospitals, Data Entry, Medical Terminology, Administrative..., Outlook, HIPAA, EMR, Healthcare Information..., PowerPoint, Microsoft Word, Microsoft Office, Patient Safety, Microsoft Excel, Office Management, Customer Service, Team Building
Education
Gaston College 2006 — 2009
Associate of Arts and Sciences (A.A.S.), Medical Office Administration
South Point High School 1991 — 1994
High School, General
Daniel Brown, CPCU Daniel Brown, CPCU's Wachovia Experience July 2004 - February 2005
Job Manager of Competitive & Product Analysis at Georgia Farm Bureau
Industry Insurance
Experience
Georgia Farm Bureau July 2009 - Present
State Farm Insurance February 2006 - July 2009
American Eagle Outfitters February 2005 - November 2005
Wachovia July 2004 - February 2005
Georgia Farm Bureau August 2003 - June 2004
American Eagle Outfitters September 1998 - July 2003
Skills
Property & Casualty..., Insurance, Casualty, Commercial Insurance, Claim, Liability, General Insurance, Commercial Lines, Customer Service, Data Analysis, Claims Management, Underwriting, Professional Liability, Market Research, Enterprise Risk..., Regulatory Affairs, Product Development, Business Strategy, Casualty Insurance
Education
Georgia College and State University 2007 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
The University of Georgia 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
Georgia Farm Bureau July 2009 - Present
State Farm Insurance February 2006 - July 2009
American Eagle Outfitters February 2005 - November 2005
Wachovia July 2004 - February 2005
Georgia Farm Bureau August 2003 - June 2004
American Eagle Outfitters September 1998 - July 2003
Skills
Property & Casualty..., Insurance, Casualty, Commercial Insurance, Claim, Liability, General Insurance, Commercial Lines, Customer Service, Data Analysis, Claims Management, Underwriting, Professional Liability, Market Research, Enterprise Risk..., Regulatory Affairs, Product Development, Business Strategy, Casualty Insurance
Education
Georgia College and State University 2007 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
The University of Georgia 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
Jennifer Katzenmaier Jennifer Katzenmaier's Wachovia Experience 2000 - 2002
Job LPCA at Agape Christian Counseling
Industry Mental Health Care
Experience
Agape Christian Counseling October 2014 - Present
Wells Fargo April 2005 - Present
Wachovia 2000 - 2002
HealthLink Inc. 1997 - 1999
Skills
Requirements Analysis, Portfolio Management, Software Project..., Financial Analysis, Business Requirements, Project Planning, Credit, Leadership, Relationship Management, Financial Services, Team Leadership, Software Documentation, Access, Project Delivery, Customer Service, Strategic Planning, Retail Banking, Finance, Loans, Budgets
Education
Liberty University 2011 — 2014
Master of Arts (M.A.), Professional Counseling
Gardner-Webb University 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Agape Christian Counseling October 2014 - Present
Wells Fargo April 2005 - Present
Wachovia 2000 - 2002
HealthLink Inc. 1997 - 1999
Skills
Requirements Analysis, Portfolio Management, Software Project..., Financial Analysis, Business Requirements, Project Planning, Credit, Leadership, Relationship Management, Financial Services, Team Leadership, Software Documentation, Access, Project Delivery, Customer Service, Strategic Planning, Retail Banking, Finance, Loans, Budgets
Education
Liberty University 2011 — 2014
Master of Arts (M.A.), Professional Counseling
Gardner-Webb University 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Kristopher Dalzell Kristopher Dalzell's Wachovia Experience 2006 - 2008
Job Mortgage Loan Officer.
Industry Banking
Experience
Mortgage Lending September 2003 - Present
Wachovia 2006 - 2008
Skills
REO, Loan Origination, Sales, Real Estate Transactions, Mortgage Banking, Lines Of Credit, Real Estate, Underwriting, FHA financing, VA loans, Consumer Lending, Referrals, Investment Properties, Banking, First Time Home Buyers, Mortgage Lending, USDA, Refinance, Customer Service, Commercial Lending, Credit, Loans, Investments, FHA, Insurance, Residential Mortgages, Small Business Lending, Residential Homes, Credit Analysis, Short Sales, Sales Management, Foreclosures, Selling, Commercial Banking, Real Estate Financing, HUD, Home Equity Loans, Home Equity Lines of..., Construction Loans, Certified Mortgage..., Commercial Mortgages, Cross Selling, Debt Consolidation, Finance, Government Loans, Loss Mitigation, Mortgage Underwriting, Real Estate Economics, Reverse Mortgages, SBA
Education
Franklin University
Bachelor of Business Administration (B.B.A.)
Mortgage Lending September 2003 - Present
Wachovia 2006 - 2008
Skills
REO, Loan Origination, Sales, Real Estate Transactions, Mortgage Banking, Lines Of Credit, Real Estate, Underwriting, FHA financing, VA loans, Consumer Lending, Referrals, Investment Properties, Banking, First Time Home Buyers, Mortgage Lending, USDA, Refinance, Customer Service, Commercial Lending, Credit, Loans, Investments, FHA, Insurance, Residential Mortgages, Small Business Lending, Residential Homes, Credit Analysis, Short Sales, Sales Management, Foreclosures, Selling, Commercial Banking, Real Estate Financing, HUD, Home Equity Loans, Home Equity Lines of..., Construction Loans, Certified Mortgage..., Commercial Mortgages, Cross Selling, Debt Consolidation, Finance, Government Loans, Loss Mitigation, Mortgage Underwriting, Real Estate Economics, Reverse Mortgages, SBA
Education
Franklin University
Bachelor of Business Administration (B.B.A.)
Matthew Magidson Matthew Magidson's Wachovia Experience 2002 - 2005
Job Partner, Chair, Derivatives at Lowenstein Sandler LLP
Industry Law Practice
Experience
Lowenstein Sandler PC October 2008 - Present
Smith Breeden Associates, Inc. January 2006 - August 2008
Wachovia 2002 - 2005
Haynes and Boone, LLP March 2000 - September 2002
Kelly Hart & Hallman August 1998 - March 2000
NCSY 1985 - 1990
NCSY 1985 - 1990
NCSY 1985 - 1990
Skills
ISDA, Derivatives, Hedge Funds, Asset Management, Trading, Private Equity, Investments, Corporate Finance, Corporate Law, Capital Markets, Alternative Investments, Investment Management, Fixed Income, Risk Management, Financial Markets, Financial Services, Financial Structuring, Contract Negotiation
Education
Georgetown University Law Center 1995 — 1998
JD, Law
University of Minnesota - Carlson School of Management 1993 — 1994
MBA
Washington University in St. Louis 1989 — 1993
BSBA, Business
Southeast 1985 — 1993
Lowenstein Sandler PC October 2008 - Present
Smith Breeden Associates, Inc. January 2006 - August 2008
Wachovia 2002 - 2005
Haynes and Boone, LLP March 2000 - September 2002
Kelly Hart & Hallman August 1998 - March 2000
NCSY 1985 - 1990
NCSY 1985 - 1990
NCSY 1985 - 1990
Skills
ISDA, Derivatives, Hedge Funds, Asset Management, Trading, Private Equity, Investments, Corporate Finance, Corporate Law, Capital Markets, Alternative Investments, Investment Management, Fixed Income, Risk Management, Financial Markets, Financial Services, Financial Structuring, Contract Negotiation
Education
Georgetown University Law Center 1995 — 1998
JD, Law
University of Minnesota - Carlson School of Management 1993 — 1994
MBA
Washington University in St. Louis 1989 — 1993
BSBA, Business
Southeast 1985 — 1993
Cari Carlson, PMP ITIL v3, CIR Cari Carlson, PMP ITIL v3, CIR's Wachovia Experience August 2003 - October 2007
Job Customer focused sales professional with proven ability to cement strong relationships and grow in competitive sectors
Industry Management Consulting
Experience
Experienced Hire Recruiting / Virtual at KPMG June 2015 - Present
TASC, Inc. November 2012 - May 2015
TASC March 2011 - November 2012
General Dynamics Information Technology 2010 - March 2011
Morgan Stanley Smith Barney May 2010 - September 2010
Booz Allen Hamilton January 2009 - May 2010
HRI July 2008 - January 2009
Wachovia August 2003 - October 2007
Millennium Capital 2002 - 2003
Skills
Recruiting, Talent Acquisition, Sourcing, Human Resources, Technical Recruiting, Strategic Planning, Analysis, Leadership, Business Development, Strategy, Government, Employee Relations, Management, Proposal Writing, Applicant Tracking..., Process Improvement, Government Contracting, New Business Development, Account Management, Negotiation, Program Management, Talent Management, Resource Management, Consulting, Personnel Management, Data Analysis, Training, Strategic Partnerships, Business Networking, SDLC, Team Leadership, Sales, HRIS, Problem Solving, Shaping New Opportunites, Creative Solutions, Series 7, Mortgage Lending, Investment Banking, Wholesale Lending, Key Account..., White Space Analysis, Strategic Financial..., Employee Benefits, Competitive Intelligence, Business Intelligence, Due Diligence, Preparation of Business..., Mergers & Acquisitions, Solution Selling
Education
Villanova University 2013 — 2013
Master's Certificate, Business Intelligence/Business Analytics
Villanova University 2013 — 2013
Masters Certificate, Return on Investment
George Mason University 2012 — 2012
Contracting with the Federal Government Certificate
James Madison University 1999 — 2001
Bachelor of Science
Experienced Hire Recruiting / Virtual at KPMG June 2015 - Present
TASC, Inc. November 2012 - May 2015
TASC March 2011 - November 2012
General Dynamics Information Technology 2010 - March 2011
Morgan Stanley Smith Barney May 2010 - September 2010
Booz Allen Hamilton January 2009 - May 2010
HRI July 2008 - January 2009
Wachovia August 2003 - October 2007
Millennium Capital 2002 - 2003
Skills
Recruiting, Talent Acquisition, Sourcing, Human Resources, Technical Recruiting, Strategic Planning, Analysis, Leadership, Business Development, Strategy, Government, Employee Relations, Management, Proposal Writing, Applicant Tracking..., Process Improvement, Government Contracting, New Business Development, Account Management, Negotiation, Program Management, Talent Management, Resource Management, Consulting, Personnel Management, Data Analysis, Training, Strategic Partnerships, Business Networking, SDLC, Team Leadership, Sales, HRIS, Problem Solving, Shaping New Opportunites, Creative Solutions, Series 7, Mortgage Lending, Investment Banking, Wholesale Lending, Key Account..., White Space Analysis, Strategic Financial..., Employee Benefits, Competitive Intelligence, Business Intelligence, Due Diligence, Preparation of Business..., Mergers & Acquisitions, Solution Selling
Education
Villanova University 2013 — 2013
Master's Certificate, Business Intelligence/Business Analytics
Villanova University 2013 — 2013
Masters Certificate, Return on Investment
George Mason University 2012 — 2012
Contracting with the Federal Government Certificate
James Madison University 1999 — 2001
Bachelor of Science
Fanny Cohen Younger Fanny Cohen Younger's Wachovia Experience 2004 - 2006
Job Independent Management Consulting Professional
Industry Management Consulting
Experience
First Union/Wachovia 1999 - 2009
Wachovia 2004 - 2006
Wachovia 2001 - 2004
First Union 1997 - 2001
First Union January 1985 - October 1997
Skills
Program Management, Retail Banking, Banking, Risk Management, Deposits, Strategy, Process Improvement, Business Development, Leadership, Sales, Portfolio Management, Credit, Mergers & Acquisitions, Executive Management, Business Planning, Financial Services, Marketing, Change Management, Business Process..., Team Building, Business Strategy, Strategic Planning, Management, Coaching, Management Consulting, CRM, Leadership Development, New Business Development
Education
Fordham University 1974 — 1978
BA, Political Science
Bay Shore High School 1970 — 1974
First Union/Wachovia 1999 - 2009
Wachovia 2004 - 2006
Wachovia 2001 - 2004
First Union 1997 - 2001
First Union January 1985 - October 1997
Skills
Program Management, Retail Banking, Banking, Risk Management, Deposits, Strategy, Process Improvement, Business Development, Leadership, Sales, Portfolio Management, Credit, Mergers & Acquisitions, Executive Management, Business Planning, Financial Services, Marketing, Change Management, Business Process..., Team Building, Business Strategy, Strategic Planning, Management, Coaching, Management Consulting, CRM, Leadership Development, New Business Development
Education
Fordham University 1974 — 1978
BA, Political Science
Bay Shore High School 1970 — 1974
Fred Dutcher Fred Dutcher's Wachovia Experience 1999 - 2005
Job VP Sr. Retirement Consultant at American Pensions, Inc.
Industry Financial Services
Experience
American Pensions, Inc. 2009 - Present
New York Life 2006 - 2008
Hand Benefits & Trust 2005 - 2006
Wachovia 1999 - 2005
Diversified Investment Advisors 1992 - 1999
Ogle & Waters 1989 - 1992
T. Rowe Price 1987 - 1989
Skills
401k, Insurance, Securities, Retirement Planning, 401k Rollovers, Retirement, Fiduciary, ERISA, Fixed Income, Business Planning, Mutual Funds, Valuation, Pensions, Investment Advisory
Education
Frostburg State University 1984 — 1987
B.S., Finance
bishop walsh
bishop walsh
bw
bw
American Pensions, Inc. 2009 - Present
New York Life 2006 - 2008
Hand Benefits & Trust 2005 - 2006
Wachovia 1999 - 2005
Diversified Investment Advisors 1992 - 1999
Ogle & Waters 1989 - 1992
T. Rowe Price 1987 - 1989
Skills
401k, Insurance, Securities, Retirement Planning, 401k Rollovers, Retirement, Fiduciary, ERISA, Fixed Income, Business Planning, Mutual Funds, Valuation, Pensions, Investment Advisory
Education
Frostburg State University 1984 — 1987
B.S., Finance
bishop walsh
bishop walsh
bw
bw
Louis Molinari Louis Molinari's Wachovia Experience January 2004 - July 2007
Job Global Head of Capital Introductions and Hedge Fund Consulting at Barclays Capital
Industry Financial Services
Experience
Barclays Capital October 2008 - Present
Barclays Capital September 2008 - Present
Lehman Brothers January 2008 - September 2008
Wachovia January 2004 - July 2007
Metropolitan West 1999 - 2007
Merrill Lynch 1987 - 1999
Skills
Hedge Funds, Fixed Income, Prime Brokerage, Executive Management, Alternative Investments, Equities, Asset Managment, Capital Markets, Portfolio Management, Derivatives, Investments, Securities, Trading, Series 7, Investment Banking, Private Equity, Bloomberg, Asset Allocation, Financial Markets, Investment Strategies, Options, Investment Management, Financial Modeling, Strategy, Securities Lending, Asset Management, Equity Trading, Valuation, Trading Systems, Emerging Markets, Credit Derivatives, Bonds, Financial Structuring, Financial Services, Relationship Management, Equity Derivatives, ETFs, Risk Management, FX Options, Electronic Trading, Commodity, Structured Finance, Series 63, Mutual Funds, Structured Products, Hedging, FINRA, Equity Research, Investor Relations, Capital
Education
Fordham University School of Law 1985 — 1989
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
Fordham University 1981 — 1985
B.S., Finance, Business Administration
Barclays Capital October 2008 - Present
Barclays Capital September 2008 - Present
Lehman Brothers January 2008 - September 2008
Wachovia January 2004 - July 2007
Metropolitan West 1999 - 2007
Merrill Lynch 1987 - 1999
Skills
Hedge Funds, Fixed Income, Prime Brokerage, Executive Management, Alternative Investments, Equities, Asset Managment, Capital Markets, Portfolio Management, Derivatives, Investments, Securities, Trading, Series 7, Investment Banking, Private Equity, Bloomberg, Asset Allocation, Financial Markets, Investment Strategies, Options, Investment Management, Financial Modeling, Strategy, Securities Lending, Asset Management, Equity Trading, Valuation, Trading Systems, Emerging Markets, Credit Derivatives, Bonds, Financial Structuring, Financial Services, Relationship Management, Equity Derivatives, ETFs, Risk Management, FX Options, Electronic Trading, Commodity, Structured Finance, Series 63, Mutual Funds, Structured Products, Hedging, FINRA, Equity Research, Investor Relations, Capital
Education
Fordham University School of Law 1985 — 1989
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
Fordham University 1981 — 1985
B.S., Finance, Business Administration
Shasta Jackson Shasta Jackson's Wachovia Experience 2004 - 2009
Job Data Quality Master Data Management
Industry Retail
Experience
Lowe's Companies, Inc. 2014 - Present
Lowe's Companies, Inc. 2010 - 2014
Wachovia 2004 - 2009
Education
Gardner-Webb University 2006 — 2008
Master of Business Administration (M.B.A.), MBA
North Carolina Agricultural and Technical State University
Bachelor's degree, Occupational Safety and Health Technology
Lowe's Companies, Inc. 2014 - Present
Lowe's Companies, Inc. 2010 - 2014
Wachovia 2004 - 2009
Education
Gardner-Webb University 2006 — 2008
Master of Business Administration (M.B.A.), MBA
North Carolina Agricultural and Technical State University
Bachelor's degree, Occupational Safety and Health Technology
Marcos J. Bilbao Marcos J. Bilbao's Wachovia Experience January 2008 - July 2009
Job Enterprise Infrastructure Architect at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo January 2011 - Present
Wells Fargo July 2009 - January 2011
Wachovia January 2008 - July 2009
Wachovia July 2004 - December 2007
Wachovia June 2000 - July 2004
Novell June 1998 - July 2000
Novell January 1992 - June 1998
Intersoft Systems December 1987 - March 1991
The Coca-Cola Company 1990 - 1991
Quality Information Systems August 1982 - March 1985
Skills
Network Architecture, Enterprise Architecture, SAN, Project Management, Linux, Windows, Open Source, Network Design, Banking, Disaster Recovery, Security, Unix, VMware, Integration, Requirements Analysis, Virtualization, Active Directory, Data Center, Solution Architecture, IT Management, IT Strategy, Change Management, Strategy, Databases, ITIL, VMware ESX, Cloud Computing, Windows Server, Citrix, Servers, System Deployment, Information Technology, High Availability, Vendor Management, IT Operations, Enterprise Software, Business Continuity, Infrastructure, Storage, SDLC, Storage Area Networks, IT Service Management, Network Security, Information Security, SaaS, Server Architecture
Education
Georgia Institute of Technology
Georgia State University
Wells Fargo January 2011 - Present
Wells Fargo July 2009 - January 2011
Wachovia January 2008 - July 2009
Wachovia July 2004 - December 2007
Wachovia June 2000 - July 2004
Novell June 1998 - July 2000
Novell January 1992 - June 1998
Intersoft Systems December 1987 - March 1991
The Coca-Cola Company 1990 - 1991
Quality Information Systems August 1982 - March 1985
Skills
Network Architecture, Enterprise Architecture, SAN, Project Management, Linux, Windows, Open Source, Network Design, Banking, Disaster Recovery, Security, Unix, VMware, Integration, Requirements Analysis, Virtualization, Active Directory, Data Center, Solution Architecture, IT Management, IT Strategy, Change Management, Strategy, Databases, ITIL, VMware ESX, Cloud Computing, Windows Server, Citrix, Servers, System Deployment, Information Technology, High Availability, Vendor Management, IT Operations, Enterprise Software, Business Continuity, Infrastructure, Storage, SDLC, Storage Area Networks, IT Service Management, Network Security, Information Security, SaaS, Server Architecture
Education
Georgia Institute of Technology
Georgia State University
Eric Connolly's Wachovia Experience 1992 - 1999
Job
Industry Financial Services
Experience
JPMorgan Chase January 2012 - Present
JPMorgan Chase 2002 - 2011
KPMG Consulting 1999 - 2002
Wachovia 1992 - 1999
Skills
Customer Acquisition, Business Strategy, Marketing Strategy, Financial Services, Database Marketing, Relationship Management, Operations Management, Strategic Technology...
Education
Georgia State University - J. Mack Robinson College of Business 1996 — 1998
MBA
Georgia Institute of Technology 1986 — 1990
Bachelor of Science (B.S.), Management
JPMorgan Chase January 2012 - Present
JPMorgan Chase 2002 - 2011
KPMG Consulting 1999 - 2002
Wachovia 1992 - 1999
Skills
Customer Acquisition, Business Strategy, Marketing Strategy, Financial Services, Database Marketing, Relationship Management, Operations Management, Strategic Technology...
Education
Georgia State University - J. Mack Robinson College of Business 1996 — 1998
MBA
Georgia Institute of Technology 1986 — 1990
Bachelor of Science (B.S.), Management
Chris Lehner's Wachovia Experience 2007 - 2009
Job
Industry Information Technology and Services
Experience
Wells Fargo January 2011 - Present
Wachovia, A Wells Fargo Company 2009 - December 2010
Wachovia 2007 - 2009
Cambridge Integrated Services 1996 - 2007
Skills
SharePoint, Enterprise Architecture, Leadership, Integration, Data Center, PMP, Disaster Recovery, Business Analysis, Vendor Management, Management, Service Delivery, Process Improvement, Infrastructure, VMware, SDLC, Troubleshooting, Program Management, Risk Management
Education
Florida State University - College of Business 1998 — 1999
Master, Accounting Information Systems
Florida State University 1996 — 1998
B.S., Accounting
Wells Fargo January 2011 - Present
Wachovia, A Wells Fargo Company 2009 - December 2010
Wachovia 2007 - 2009
Cambridge Integrated Services 1996 - 2007
Skills
SharePoint, Enterprise Architecture, Leadership, Integration, Data Center, PMP, Disaster Recovery, Business Analysis, Vendor Management, Management, Service Delivery, Process Improvement, Infrastructure, VMware, SDLC, Troubleshooting, Program Management, Risk Management
Education
Florida State University - College of Business 1998 — 1999
Master, Accounting Information Systems
Florida State University 1996 — 1998
B.S., Accounting
Myra Wenninger's Wachovia Experience October 2004 - Present
Job VP, Change Management and Process Design Leader at Wachovia
Industry Financial Services
Experience
Wachovia October 2004 - Present
The Hanover Group (Allmerica Financial) July 2003 - July 2004
Capital One February 2001 - July 2002
Exxon Mobil Corporation 1997 - 2000
Exxon Mobil Corporation 1995 - 1997
Exxon Mobil Corporation 1993 - 1995
Exxon Mobil Corporation 1992 - 1993
Exxon Mobil Corporation 1990 - 1992
Education
George Mason University 1998 — 2000
M.S., Professional Studies - Change Mgmt / Knowledge Mgmt
Liberty University 1987 — 1990
B.S., English (Business Mgmt minor)
Wachovia October 2004 - Present
The Hanover Group (Allmerica Financial) July 2003 - July 2004
Capital One February 2001 - July 2002
Exxon Mobil Corporation 1997 - 2000
Exxon Mobil Corporation 1995 - 1997
Exxon Mobil Corporation 1993 - 1995
Exxon Mobil Corporation 1992 - 1993
Exxon Mobil Corporation 1990 - 1992
Education
George Mason University 1998 — 2000
M.S., Professional Studies - Change Mgmt / Knowledge Mgmt
Liberty University 1987 — 1990
B.S., English (Business Mgmt minor)
Scott Knowles's Wachovia Experience April 2004 - March 2005
Job Software Architect, Strategic Improvement Group, Bank of America
Industry Investment Banking
Experience
Bank of America March 2005 - Present
Wachovia April 2004 - March 2005
ATG November 2000 - July 2001
Sun Microsystems May 1999 - November 2000
Education
Full Sail University 2001 — 2002
Associate
DeVry University 1996 — 1999
BS
Bank of America March 2005 - Present
Wachovia April 2004 - March 2005
ATG November 2000 - July 2001
Sun Microsystems May 1999 - November 2000
Education
Full Sail University 2001 — 2002
Associate
DeVry University 1996 — 1999
BS
Hugh Francis's Wachovia Experience February 2007 - July 2009
Job Sr.Talent Acquisition Specialist
Industry Human Resources
Experience
Capital One April 2015 - Present
JP Morgan Chase February 2015 - April 2015
PNC Mortgage December 2009 - August 2014
Wachovia February 2007 - July 2009
The MHA Group 2006 - 2007
Synerfac Technical Staffing 2003 - 2005
Adecco 2002 - 2003
Sprint 2001 - 2002
Allegis Group 1996 - 2000
Skills
Mortgage Lending, Microsoft Excel, PowerPoint, Microsoft Word, Lotus Notes, Windows, Engineering, VPN, Goldmine, Medicine, Recruiting, Talent Acquisition, Sourcing, Sales, Applicant Tracking..., Management, Sales Management, Building Relationships, Cold Calling, Financial Services, Banking, Talent Management, Leadership, Finance
Education
Florida State University 1994 — 1996
BS, Political Science
Capital One April 2015 - Present
JP Morgan Chase February 2015 - April 2015
PNC Mortgage December 2009 - August 2014
Wachovia February 2007 - July 2009
The MHA Group 2006 - 2007
Synerfac Technical Staffing 2003 - 2005
Adecco 2002 - 2003
Sprint 2001 - 2002
Allegis Group 1996 - 2000
Skills
Mortgage Lending, Microsoft Excel, PowerPoint, Microsoft Word, Lotus Notes, Windows, Engineering, VPN, Goldmine, Medicine, Recruiting, Talent Acquisition, Sourcing, Sales, Applicant Tracking..., Management, Sales Management, Building Relationships, Cold Calling, Financial Services, Banking, Talent Management, Leadership, Finance
Education
Florida State University 1994 — 1996
BS, Political Science
Dottie Katherine Unger's Wachovia Experience March 2006 - January 2009
Job IT Audit Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2013 - Present
Wells Fargo January 2009 - March 2013
Charlotte Roller Girls February 2008 - October 2011
Wachovia March 2006 - January 2009
Mission Hospitals December 2003 - March 2006
First Union April 1998 - October 2001
Charlotte ISACA 1999 - 2001
Arthur Andersen June 1995 - April 1998
Education
Western Carolina University 2002 — 2005
MS, Human Resources
Georgetown University 1991 — 1995
BS, Business Administration - Accounting
Wells Fargo March 2013 - Present
Wells Fargo January 2009 - March 2013
Charlotte Roller Girls February 2008 - October 2011
Wachovia March 2006 - January 2009
Mission Hospitals December 2003 - March 2006
First Union April 1998 - October 2001
Charlotte ISACA 1999 - 2001
Arthur Andersen June 1995 - April 1998
Education
Western Carolina University 2002 — 2005
MS, Human Resources
Georgetown University 1991 — 1995
BS, Business Administration - Accounting
Shirley Clark, CLC, ACC's Wachovia Experience 1996 - 2000
Job CEO & Executive Director at The Women's Center
Industry Program Development
Experience
The Women's Center December 2013 - Present
Career Transition Network, LLC November 2007 - December 2013
INNOVETA Strategies August 2003 - December 2013
Choose 2 Lead Women's Foundation May 2004 - August 2013
Freddie Mac April 2000 - August 2003
Wachovia 1996 - 2000
Citizens Republic Bancorp June 1989 - January 1996
Skills
Leadership Development, Coaching, Mergers, Organizational Change, Small Business, Change Management, Leadership, Training, Mergers & Acquisitions, Executive Coaching, Succession Planning, Consulting, Workshop Facilitation, Organizational..., Talent Management, Risk Management, Organizational..., Management, Executive Management, Team Building, Strategy, Human Resources, Management Consulting, Performance Management, Start-ups, Executive Development, Organizational Design, Business Strategy, 360 Feedback, Project Planning, MBTI, Emotional Intelligence, Entrepreneurship, Management Development, Career Development, Career Management, Culture Change, Performance Improvement, Personal Development, Personnel Management, Business Coaching, Employee Engagement, Strategic Planning, Career Counseling, Training Delivery, Human Capital, Career Development..., Conflict Resolution, Workforce Planning
Education
Georgetown University
Executive Leadership
University of North Carolina at Charlotte
The Women's Center December 2013 - Present
Career Transition Network, LLC November 2007 - December 2013
INNOVETA Strategies August 2003 - December 2013
Choose 2 Lead Women's Foundation May 2004 - August 2013
Freddie Mac April 2000 - August 2003
Wachovia 1996 - 2000
Citizens Republic Bancorp June 1989 - January 1996
Skills
Leadership Development, Coaching, Mergers, Organizational Change, Small Business, Change Management, Leadership, Training, Mergers & Acquisitions, Executive Coaching, Succession Planning, Consulting, Workshop Facilitation, Organizational..., Talent Management, Risk Management, Organizational..., Management, Executive Management, Team Building, Strategy, Human Resources, Management Consulting, Performance Management, Start-ups, Executive Development, Organizational Design, Business Strategy, 360 Feedback, Project Planning, MBTI, Emotional Intelligence, Entrepreneurship, Management Development, Career Development, Career Management, Culture Change, Performance Improvement, Personal Development, Personnel Management, Business Coaching, Employee Engagement, Strategic Planning, Career Counseling, Training Delivery, Human Capital, Career Development..., Conflict Resolution, Workforce Planning
Education
Georgetown University
Executive Leadership
University of North Carolina at Charlotte
Heath Novak's Wachovia Experience June 2008 - December 2009
Job VP, Specialized Fiduciary Officer at U.S. Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
U.S. Trust, Bank of America Private Wealth Management May 2012 - Present
SunTrust Bank December 2009 - May 2012
Wachovia June 2008 - December 2009
Citi Smith Barney 2005 - 2008
Skills
Estate Planning, High Net Worth..., Portfolio Management, Wealth Management, Leadership
Education
Fordham University 2005 — 2005
Executive Certificate in Financial Planning
The London School of Economics and Political Science (LSE) 2003 — 2003
Summer School Programme
University of Michigan 1999 — 2003
BA
U.S. Trust, Bank of America Private Wealth Management May 2012 - Present
SunTrust Bank December 2009 - May 2012
Wachovia June 2008 - December 2009
Citi Smith Barney 2005 - 2008
Skills
Estate Planning, High Net Worth..., Portfolio Management, Wealth Management, Leadership
Education
Fordham University 2005 — 2005
Executive Certificate in Financial Planning
The London School of Economics and Political Science (LSE) 2003 — 2003
Summer School Programme
University of Michigan 1999 — 2003
BA
Erin Hoaglen's Wachovia Experience June 2005 - June 2010
Job Licensed Financial Center Manager at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank June 2010 - Present
wachovia June 2005 - June 2010
Skills
Portfolio Management, Commercial Banking, Financial Analysis, Series 63, Mortgage Banking, Life Insurance, Loan Origination, Retail Banking, Consumer Lending, Small Business Lending, Lines Of Credit, Banking, Commercial Lending, Credit Analysis, Mortgage Lending, Credit, Series 6
Education
Florida State University
Fifth Third Bank June 2010 - Present
wachovia June 2005 - June 2010
Skills
Portfolio Management, Commercial Banking, Financial Analysis, Series 63, Mortgage Banking, Life Insurance, Loan Origination, Retail Banking, Consumer Lending, Small Business Lending, Lines Of Credit, Banking, Commercial Lending, Credit Analysis, Mortgage Lending, Credit, Series 6
Education
Florida State University
Kerry Glennon's Wachovia Experience May 2008 - February 2011
Job at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2011 - Present
Wachovia May 2008 - February 2011
Aerotek February 2008 - May 2008
JH2 Risk Advisors, Inc. January 2007 - December 2007
Freddie Mac June 2005 - September 2006
Freddie Mac February 2002 - May 2005
Freddie Mac February 2000 - January 2002
Freddie Mac October 1997 - January 2000
Freddie Mac November 1996 - September 1997
Freddie Mac October 1985 - October 1996
Skills
Financial Reporting, Business Analysis, Forecasting, Accounting, Management, Risk Management, Credit, Leadership, Financial Risk, Investments, Internal Controls, Finance, Auditing, Portfolio Management
Education
George Mason University 2002 — 2003
Accounting
Saint Leo University 1981 — 1985
BA, Accounting
Wells Fargo February 2011 - Present
Wachovia May 2008 - February 2011
Aerotek February 2008 - May 2008
JH2 Risk Advisors, Inc. January 2007 - December 2007
Freddie Mac June 2005 - September 2006
Freddie Mac February 2002 - May 2005
Freddie Mac February 2000 - January 2002
Freddie Mac October 1997 - January 2000
Freddie Mac November 1996 - September 1997
Freddie Mac October 1985 - October 1996
Skills
Financial Reporting, Business Analysis, Forecasting, Accounting, Management, Risk Management, Credit, Leadership, Financial Risk, Investments, Internal Controls, Finance, Auditing, Portfolio Management
Education
George Mason University 2002 — 2003
Accounting
Saint Leo University 1981 — 1985
BA, Accounting
Santosh Sankar's Wachovia Experience June 2008 - August 2008
Job Apprentice, Lamp Post Labs at Lamp Post Group
Industry Internet
Experience
Lamp Post Group April 2015 - Present
Wells Fargo Securities July 2013 - March 2015
Citigroup June 2010 - July 2013
Citigroup June 2009 - August 2009
Bullish Bankers, LLC July 2008 - August 2009
Naissance Management, LLC September 2008 - December 2008
Wachovia June 2008 - August 2008
Honeywell Information Systems September 2005 - May 2006
Skills
Valuation, Equities, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Leadership, Portfolio Management, Information Technology, Finance, Investments, Fixed Income, Capital Markets, Rapid Prototyping, Wireframes, User Experience Testing, Product Management, Equity Research Analysis, Value Investing, Entrepreneurship, Business Strategy, Start-ups, Capital Raising, Business Development, Venture Capital, Innovation, Financial Markets, Insurance, Insurance Linked..., Credit Analysis, Strategic Investment, Cross-functional Team..., Data Analysis, Corporate Finance, Investment Banking, Due Diligence, Ruby on Rails, Paper Prototyping, Management, Analysis, Microsoft Excel
Education
Penn State University 2006 — 2010
B.S., Finance, Information Systems Management
General Assembly 2014 — 2015
Statement of Completion, Product Management
River Hill High School 2003 — 2006
Information Technology, Finance
Lamp Post Group April 2015 - Present
Wells Fargo Securities July 2013 - March 2015
Citigroup June 2010 - July 2013
Citigroup June 2009 - August 2009
Bullish Bankers, LLC July 2008 - August 2009
Naissance Management, LLC September 2008 - December 2008
Wachovia June 2008 - August 2008
Honeywell Information Systems September 2005 - May 2006
Skills
Valuation, Equities, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Leadership, Portfolio Management, Information Technology, Finance, Investments, Fixed Income, Capital Markets, Rapid Prototyping, Wireframes, User Experience Testing, Product Management, Equity Research Analysis, Value Investing, Entrepreneurship, Business Strategy, Start-ups, Capital Raising, Business Development, Venture Capital, Innovation, Financial Markets, Insurance, Insurance Linked..., Credit Analysis, Strategic Investment, Cross-functional Team..., Data Analysis, Corporate Finance, Investment Banking, Due Diligence, Ruby on Rails, Paper Prototyping, Management, Analysis, Microsoft Excel
Education
Penn State University 2006 — 2010
B.S., Finance, Information Systems Management
General Assembly 2014 — 2015
Statement of Completion, Product Management
River Hill High School 2003 — 2006
Information Technology, Finance
Bill Transou's Wachovia Experience 1988 - 2001
Job President at WST REALTY CORPORATION & CoPartner at MedSouth Healthcare Properties
Industry Real Estate
Experience
Medsouth Healthcare Properties, LLC April 2013 - Present
Flagship Capital Partners & Brackett Flagship Properties, LLC 2005 - January 2013
American Financial Realty Trust 2001 - 2003
Wachovia 1988 - 2001
Hardees Food Systems 1978 - 1988
Skills
Real Estate Development, Due Diligence, Real Estate, Investment Properties, Asset Managment, Disposition, Corporate Real Estate, Property Management, Asset Management, Brokerage, Commercial Real Estate, Portfolio Management, Location Intelligence, Mergers & Acquisitions, Tenant, Investors, Property, Investments, Leases, Real Estate Economics, Shopping Centers, Real Property, Sellers, Acquisitions, Landlords, Selling, Lease Negotiations, Tenant Representation, Real Estate Transactions, Entitlements, Real Estate Financing, Land Acquisition, Finance, Valuation, Lease Administration, 1031 Exchanges, Dispositions
Education
Gardner-Webb University 1968 — 1972
Georgia State University
Real Estate
Medsouth Healthcare Properties, LLC April 2013 - Present
Flagship Capital Partners & Brackett Flagship Properties, LLC 2005 - January 2013
American Financial Realty Trust 2001 - 2003
Wachovia 1988 - 2001
Hardees Food Systems 1978 - 1988
Skills
Real Estate Development, Due Diligence, Real Estate, Investment Properties, Asset Managment, Disposition, Corporate Real Estate, Property Management, Asset Management, Brokerage, Commercial Real Estate, Portfolio Management, Location Intelligence, Mergers & Acquisitions, Tenant, Investors, Property, Investments, Leases, Real Estate Economics, Shopping Centers, Real Property, Sellers, Acquisitions, Landlords, Selling, Lease Negotiations, Tenant Representation, Real Estate Transactions, Entitlements, Real Estate Financing, Land Acquisition, Finance, Valuation, Lease Administration, 1031 Exchanges, Dispositions
Education
Gardner-Webb University 1968 — 1972
Georgia State University
Real Estate
Patrick Gevas's Wachovia Experience May 2007 - July 2007
Job Account Supervisor at GreenRoom Social
Industry Public Relations and Communications
Experience
GreenRoom Social December 2013 - Present
McGrath/Power Public Relations July 2013 - December 2013
Walt & Company Communications June 2011 - July 2013
Walt & Company Communications 2008 - December 2010
The John F. Kennedy Center for the Performing Arts January 2008 - May 2008
J.Crew October 2005 - January 2008
Wachovia May 2007 - July 2007
WDBJ7- A CBS Affiliate May 2006 - August 2006
YOVASO- Youth of VA Speak Out About Traffic Safety October 2002 - May 2006
Skills
Public Relations, Writing, Press Releases, Media Relations, Social Media, Event Management, Event Planning, Social Networking, Social Media Marketing, Promotions, Public Speaking, Facebook, Blogging, Marketing Communications, Strategic Communications, Corporate Communications, Nonprofits, Interviews, Cision, Publicity, Crisis Communications, Strategy, Editing, Journalism, Sales
Education
George Mason University 2004 — 2008
Integrative Studies, Concentration: Organizational administration
GreenRoom Social December 2013 - Present
McGrath/Power Public Relations July 2013 - December 2013
Walt & Company Communications June 2011 - July 2013
Walt & Company Communications 2008 - December 2010
The John F. Kennedy Center for the Performing Arts January 2008 - May 2008
J.Crew October 2005 - January 2008
Wachovia May 2007 - July 2007
WDBJ7- A CBS Affiliate May 2006 - August 2006
YOVASO- Youth of VA Speak Out About Traffic Safety October 2002 - May 2006
Skills
Public Relations, Writing, Press Releases, Media Relations, Social Media, Event Management, Event Planning, Social Networking, Social Media Marketing, Promotions, Public Speaking, Facebook, Blogging, Marketing Communications, Strategic Communications, Corporate Communications, Nonprofits, Interviews, Cision, Publicity, Crisis Communications, Strategy, Editing, Journalism, Sales
Education
George Mason University 2004 — 2008
Integrative Studies, Concentration: Organizational administration
Ben Davis's Wachovia Experience 2004 - 2006
Job Sr. Director, Strategic Initiatives at D+H U.S. Operation
Industry Venture Capital & Private Equity
Experience
D+H U.S. Operation July 2015 - Present
The Riverside Company July 2010 - June 2015
Carrboro Capital January 2009 - July 2010
Carousel Capital 2006 - 2008
Wachovia 2004 - 2006
Skills
Financial Modeling, Private Equity, Valuation, Due Diligence, Corporate Finance, Financial Analysis, Venture Capital, Investments, Mergers, Buyouts
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA
Furman University 2000 — 2004
B.S., Computer Science
Montgomery Bell Academy 1994 — 2000
D+H U.S. Operation July 2015 - Present
The Riverside Company July 2010 - June 2015
Carrboro Capital January 2009 - July 2010
Carousel Capital 2006 - 2008
Wachovia 2004 - 2006
Skills
Financial Modeling, Private Equity, Valuation, Due Diligence, Corporate Finance, Financial Analysis, Venture Capital, Investments, Mergers, Buyouts
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA
Furman University 2000 — 2004
B.S., Computer Science
Montgomery Bell Academy 1994 — 2000
Abran Villegas's Wachovia Experience December 2007 - February 2009
Job Senior Vice President Commercial Relationship Manager at Arizona Bank & Trust
Industry Banking
Experience
Arizona Bank & Trust (Subsidiary of Heartland Financial) July 2012 - Present
National Bank of Arizona (Subsidiary of Zion's Bancorp) June 2009 - June 2012
Wachovia December 2007 - February 2009
JP Morgan Chase September 2003 - December 2007
Skills
Commercial Banking, Loans, Portfolio Management, Banking, Credit, Treasury Management, Credit Analysis, Underwriting, Commercial Lending, Financial Analysis, Loan Origination, Credit Risk, Middle Market, Relationship Management, Investment Banking, Deposits, Non-profits
Education
Thunderbird School of Global Management 2006 — 2008
MBA, International Business
Georgetown University 1995 — 1999
Bachelor's of Science, International Finance
L’Insititut d’etudes Politiques - France 1998 — 1998
Certificate of International Finance, International Finance
Arizona Bank & Trust (Subsidiary of Heartland Financial) July 2012 - Present
National Bank of Arizona (Subsidiary of Zion's Bancorp) June 2009 - June 2012
Wachovia December 2007 - February 2009
JP Morgan Chase September 2003 - December 2007
Skills
Commercial Banking, Loans, Portfolio Management, Banking, Credit, Treasury Management, Credit Analysis, Underwriting, Commercial Lending, Financial Analysis, Loan Origination, Credit Risk, Middle Market, Relationship Management, Investment Banking, Deposits, Non-profits
Education
Thunderbird School of Global Management 2006 — 2008
MBA, International Business
Georgetown University 1995 — 1999
Bachelor's of Science, International Finance
L’Insititut d’etudes Politiques - France 1998 — 1998
Certificate of International Finance, International Finance
Donna Judkins's Wachovia Experience
Job Analyst at Wells Fargo
Industry Banking
Experience
Wachovia
Skills
Bloomberg, Valuation, Financial Modeling, Capital Markets, Fixed Income
Education
Gardner-Webb University 1989 — 2004
Wachovia
Skills
Bloomberg, Valuation, Financial Modeling, Capital Markets, Fixed Income
Education
Gardner-Webb University 1989 — 2004
Jennifer Meeks, PHR's Wachovia Experience May 1997 - June 2001
Job HR Director Relationship Management at EverBank
Industry Financial Services
Experience
EverBank June 2014 - Present
EverBank April 2012 - June 2014
SunTrust Bank March 2010 - April 2012
SunTrust Bank July 2008 - March 2010
SunTrust Bank December 2004 - July 2008
SunTrust Bank June 2001 - December 2004
Wachovia May 1997 - June 2001
Skills
Performance Management, Talent Management, Employee Relations, Succession Planning, HR Policies, Deferred Compensation, Human Resources, Strategic HR, Leadership Development, Coaching, Organizational Design, HRIS, Management, Leadership, Workforce Planning, Personnel Management, Onboarding, Human Capital, Employee Engagement, Talent Acquisition, Employee Benefits, Applicant Tracking..., College Recruiting, Temporary Placement
Education
Florida State University 1990 — 1995
BS, Child Development, Family Relations
EverBank June 2014 - Present
EverBank April 2012 - June 2014
SunTrust Bank March 2010 - April 2012
SunTrust Bank July 2008 - March 2010
SunTrust Bank December 2004 - July 2008
SunTrust Bank June 2001 - December 2004
Wachovia May 1997 - June 2001
Skills
Performance Management, Talent Management, Employee Relations, Succession Planning, HR Policies, Deferred Compensation, Human Resources, Strategic HR, Leadership Development, Coaching, Organizational Design, HRIS, Management, Leadership, Workforce Planning, Personnel Management, Onboarding, Human Capital, Employee Engagement, Talent Acquisition, Employee Benefits, Applicant Tracking..., College Recruiting, Temporary Placement
Education
Florida State University 1990 — 1995
BS, Child Development, Family Relations
Bob Metzger's Wachovia Experience March 1996 - October 1998
Job VP System Engineering Team Manager at Bank of America
Industry Information Technology and Services
Experience
Bank of America December 2005 - Present
Wachovia Bank January 2000 - December 2005
VF Corporation March 1998 - January 2000
Wachovia March 1996 - October 1998
Skills
System Monitoring, Event Management, Technology Integration, Database Design, .NET, Java, Web Services, SOAP, XML, Micromuse Netcool, IBM Tivoli, Microsoft SQL Server, Linux, Unix, Windows, Enterprise Architecture, Process Improvement
Education
Furman University 1989 — 1993
Bachelor's Degree, Health and Physical Education/Fitness
Bank of America December 2005 - Present
Wachovia Bank January 2000 - December 2005
VF Corporation March 1998 - January 2000
Wachovia March 1996 - October 1998
Skills
System Monitoring, Event Management, Technology Integration, Database Design, .NET, Java, Web Services, SOAP, XML, Micromuse Netcool, IBM Tivoli, Microsoft SQL Server, Linux, Unix, Windows, Enterprise Architecture, Process Improvement
Education
Furman University 1989 — 1993
Bachelor's Degree, Health and Physical Education/Fitness
Marnee Oehmann's Wachovia Experience 2001 - 2005
Job Mortgage Loan Officer at HomeSource Lending
Industry Marketing and Advertising
Experience
HomeSource Lending January 2012 - Present
Mercedes Homes March 2006 - January 2012
Wachovia Bank September 2002 - March 2006
Wachovia 2001 - 2005
Archstone-Smith Trust (Charles E. Smith Residential) May 2000 - September 2002
Skills
Sales, Marketing, Investments, Management, Strategic Planning, Real Estate, Customer Service, Residential Homes, Selling, Microsoft Word, Contract Negotiation, Microsoft Office
Education
Florida State University 1995 — 1998
BS, Marketing and ESBM
Florida State University - College of Business 1995 — 1998
Bachelor of Science, Marketing and ESBM
HomeSource Lending January 2012 - Present
Mercedes Homes March 2006 - January 2012
Wachovia Bank September 2002 - March 2006
Wachovia 2001 - 2005
Archstone-Smith Trust (Charles E. Smith Residential) May 2000 - September 2002
Skills
Sales, Marketing, Investments, Management, Strategic Planning, Real Estate, Customer Service, Residential Homes, Selling, Microsoft Word, Contract Negotiation, Microsoft Office
Education
Florida State University 1995 — 1998
BS, Marketing and ESBM
Florida State University - College of Business 1995 — 1998
Bachelor of Science, Marketing and ESBM
Gail Louis's Wachovia Experience 1995 - 2006
Job Relationship Manager
Industry Banking
Experience
PNC Financial Services Group April 2010 - Present
Congressional Bank March 2008 - March 2010
Urban Trust Bank March 2006 - March 2008
Wachovia 1995 - 2006
Skills
Risk Management, Financial Analysis, Portfolio Management, Capital Markets, Financial Modeling, Investments, Strategic Planning, Business Strategy, Banking, Loans, Wealth Management, Retail Banking, Mergers, Budgets, Credit Risk, Management Consulting, Due Diligence, Financial Services, Project Management, Securities, Credit Analysis, Finance, Relationship Management, Asset Management, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Marketing, Finance
Georgetown University 1971 — 1975
BA
PNC Financial Services Group April 2010 - Present
Congressional Bank March 2008 - March 2010
Urban Trust Bank March 2006 - March 2008
Wachovia 1995 - 2006
Skills
Risk Management, Financial Analysis, Portfolio Management, Capital Markets, Financial Modeling, Investments, Strategic Planning, Business Strategy, Banking, Loans, Wealth Management, Retail Banking, Mergers, Budgets, Credit Risk, Management Consulting, Due Diligence, Financial Services, Project Management, Securities, Credit Analysis, Finance, Relationship Management, Asset Management, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Marketing, Finance
Georgetown University 1971 — 1975
BA
Jennifer Sledge Felts's Wachovia Experience June 2006 - March 2009
Job Senior Director, Chief Tax Counsel at Time Warner Cable
Industry Law Practice
Experience
Time Warner Cable May 2010 - Present
Parker Poe Adams & Bernstein LLP March 2009 - May 2010
Wachovia June 2006 - March 2009
Internal Revenue Service March 2002 - June 2006
George Mason University School of Law August 2003 - July 2005
Ernst & Young August 1999 - March 2002
Skills
Tax, Mergers, Corporate Tax, Reorganization, Due Diligence, IRS, Structuring, Tax Law, Tax Research, Income Tax, Tax Advisory, Financial Structuring, Mergers & Acquisitions, Accounting, Finance, Joint Ventures, Legal Research, Management, Legal Writing, Auditing, Litigation, Analysis, Corporate Law
Education
George Mason University School of Law 1996 — 1999
J.D.
George Mason University 1993 — 1996
B.S., Finance
Heritage High School 1989 — 1993
Time Warner Cable May 2010 - Present
Parker Poe Adams & Bernstein LLP March 2009 - May 2010
Wachovia June 2006 - March 2009
Internal Revenue Service March 2002 - June 2006
George Mason University School of Law August 2003 - July 2005
Ernst & Young August 1999 - March 2002
Skills
Tax, Mergers, Corporate Tax, Reorganization, Due Diligence, IRS, Structuring, Tax Law, Tax Research, Income Tax, Tax Advisory, Financial Structuring, Mergers & Acquisitions, Accounting, Finance, Joint Ventures, Legal Research, Management, Legal Writing, Auditing, Litigation, Analysis, Corporate Law
Education
George Mason University School of Law 1996 — 1999
J.D.
George Mason University 1993 — 1996
B.S., Finance
Heritage High School 1989 — 1993
Joseph Walter's Wachovia Experience April 2008 - September 2009
Job Analytics Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2014 - Present
Wells Fargo Home Mortgage September 2009 - September 2014
George Mason University 2002 - 2011
Wachovia April 2008 - September 2009
Bank of America November 2001 - April 2008
Intel December 2000 - November 2001
Partners First LLC August 1998 - April 2000
AT&T (GRC International) January 1996 - August 1998
AT&T (GRC International) April 1994 - December 1995
Skills
Optimization, Statistics, Simulation, Mathematics, Workforce Management, Operations Research, Decision Support, Analytics, Capacity Planning, Statistical Modeling, SAS, Data Mining, Six Sigma, Data Analysis, Process Engineering, Predictive Analytics, Process Improvement, Forecasting, Predictive Modeling, Regression, Database Marketing, DMAIC, Segmentation, Strategy, Simulations, Risk Management, Regression Testing, Management, CRM
Education
Wake Forest University School of Business 2004 — 2005
MBA - Not Finished, Business
Purdue University 1996 — 2001
Ph.D., Industrial Engineering
George Mason University 1994 — 1995
MS, Operations Research and Mgmt Science
George Mason University 1989 — 1993
BS, Mathematics
Wells Fargo September 2014 - Present
Wells Fargo Home Mortgage September 2009 - September 2014
George Mason University 2002 - 2011
Wachovia April 2008 - September 2009
Bank of America November 2001 - April 2008
Intel December 2000 - November 2001
Partners First LLC August 1998 - April 2000
AT&T (GRC International) January 1996 - August 1998
AT&T (GRC International) April 1994 - December 1995
Skills
Optimization, Statistics, Simulation, Mathematics, Workforce Management, Operations Research, Decision Support, Analytics, Capacity Planning, Statistical Modeling, SAS, Data Mining, Six Sigma, Data Analysis, Process Engineering, Predictive Analytics, Process Improvement, Forecasting, Predictive Modeling, Regression, Database Marketing, DMAIC, Segmentation, Strategy, Simulations, Risk Management, Regression Testing, Management, CRM
Education
Wake Forest University School of Business 2004 — 2005
MBA - Not Finished, Business
Purdue University 1996 — 2001
Ph.D., Industrial Engineering
George Mason University 1994 — 1995
MS, Operations Research and Mgmt Science
George Mason University 1989 — 1993
BS, Mathematics
Patricia McDonnell's Wachovia Experience 2007 - July 2011
Job Director at Wells Fargo Securies
Industry Financial Services
Experience
Wells Fargo Securies 2007 - Present
Wachovia 2007 - July 2011
Moody's Investors Service 1998 - 2007
Skills
Loan Origination, Asset Management, Portfolio Management, Fixed Income, Financial Modeling, Credit Risk, Risk Management, Investments, Financial Analysis, Credit, Equities, Credit Analysis, CMBS, Capital Markets, Mortgage Lending, Due Diligence, Loans, Valuation
Education
Georgetown University
BS, Finance/International Management
Wells Fargo Securies 2007 - Present
Wachovia 2007 - July 2011
Moody's Investors Service 1998 - 2007
Skills
Loan Origination, Asset Management, Portfolio Management, Fixed Income, Financial Modeling, Credit Risk, Risk Management, Investments, Financial Analysis, Credit, Equities, Credit Analysis, CMBS, Capital Markets, Mortgage Lending, Due Diligence, Loans, Valuation
Education
Georgetown University
BS, Finance/International Management
Suzy S's Wachovia Experience CaseworkerGoldwater Memorial HospitalJune 1999 - November 2003
Job Teller at Wachovia
Industry Individual & Family Services
Experience
Wachovia CaseworkerGoldwater Memorial HospitalJune 1999 - November 2003
Education
Fordham University 2001 — 2003
Wachovia CaseworkerGoldwater Memorial HospitalJune 1999 - November 2003
Education
Fordham University 2001 — 2003
Darren Peck's Wachovia Experience 2006 - 2007
Job Owner Safe Haven Credit / P&M Marketing LLC
Industry Marketing and Advertising
Experience
P&M Marketing LLC January 2009 - Present
Cedar Creek Financial January 2007 - October 2009
World Savings April 1999 - April 2007
Wachovia 2006 - 2007
Wachovia / World Savings 1999 - 2007
World Savings/Wachovia 1999 - 2007
Skills
Wholesale, Retail, Funding, Mortgage, Loans, Mortgage Banking, Loan Origination, Refinance, Banking, Account Management, Credit Analysis, Customer Service, New Business Development, Business Planning, Hiring, Credit, Mortgage Lending, Insurance, Mortgage Marketing, Investment Properties, Reverse Mortgages, Recruiting, Underwriting, Real Estate, Risk Management, Sales, Selling, Team Building, Customer Retention, Coaching, Loan Servicing, VA loans, Mortgage Underwriting, Business Development, Portfolio Management, FHA, Sales Management, First Time Home Buyers, Marketing, Salesforce.com, Relationship Management, Cold Calling, FHA financing, Loss Mitigation, Residential Mortgages, Sales Process, Finance, Financial Analysis, Commercial Lending, Financial Services
Education
Foothill College 1986 — 1987
Los Altos High School 1980 — 1984
P&M Marketing LLC January 2009 - Present
Cedar Creek Financial January 2007 - October 2009
World Savings April 1999 - April 2007
Wachovia 2006 - 2007
Wachovia / World Savings 1999 - 2007
World Savings/Wachovia 1999 - 2007
Skills
Wholesale, Retail, Funding, Mortgage, Loans, Mortgage Banking, Loan Origination, Refinance, Banking, Account Management, Credit Analysis, Customer Service, New Business Development, Business Planning, Hiring, Credit, Mortgage Lending, Insurance, Mortgage Marketing, Investment Properties, Reverse Mortgages, Recruiting, Underwriting, Real Estate, Risk Management, Sales, Selling, Team Building, Customer Retention, Coaching, Loan Servicing, VA loans, Mortgage Underwriting, Business Development, Portfolio Management, FHA, Sales Management, First Time Home Buyers, Marketing, Salesforce.com, Relationship Management, Cold Calling, FHA financing, Loss Mitigation, Residential Mortgages, Sales Process, Finance, Financial Analysis, Commercial Lending, Financial Services
Education
Foothill College 1986 — 1987
Los Altos High School 1980 — 1984
Allegra Wood's Wachovia Experience September 2006 - Present
Job Executive Assistant at Wachovia
Industry Financial Services
Experience
Wachovia September 2006 - Present
Capital One November 1996 - August 2005
Education
George Mason University
Wachovia September 2006 - Present
Capital One November 1996 - August 2005
Education
George Mason University
Breandrea Johnson's Wachovia Experience Account ExecutiveHFCSeptember 2005 - January 2007
Job Licensed Financial Specialist at Wachovia
Industry Investment Banking
Experience
Wachovia Account ExecutiveHFCSeptember 2005 - January 2007
Education
Gannon University 1999 — 2003
Wachovia Account ExecutiveHFCSeptember 2005 - January 2007
Education
Gannon University 1999 — 2003
Margaret Wesson Eshleman's Wachovia Experience 2002 - 2005
Job Vice President, Foreign Exchange
Industry Banking
Experience
Bank of America February 2011 - Present
Wells Fargo October 2009 - September 2011
Wachovia Bank August 2008 - October 2009
Wells Fargo Bank 2005 - 2008
Wachovia 2002 - 2005
Skills
Sales, Financial Analysis, Foreign Exchange, Credit, Risk Management, Loans, Portfolio Management, Banking, Capital Markets, Commercial Banking, Fixed Income
Education
Furman University 1996 — 2000
Bank of America February 2011 - Present
Wells Fargo October 2009 - September 2011
Wachovia Bank August 2008 - October 2009
Wells Fargo Bank 2005 - 2008
Wachovia 2002 - 2005
Skills
Sales, Financial Analysis, Foreign Exchange, Credit, Risk Management, Loans, Portfolio Management, Banking, Capital Markets, Commercial Banking, Fixed Income
Education
Furman University 1996 — 2000
Kirsten Abrahamson's Wachovia Experience September 1999 - May 2006
Job Senior Vice President at Bank of America
Industry Financial Services
Experience
Bank of America April 2006 - Present
Wachovia September 1999 - May 2006
Franklin Templeton Group February 1993 - December 1997
Education
Florida State University - College of Business
Bank of America April 2006 - Present
Wachovia September 1999 - May 2006
Franklin Templeton Group February 1993 - December 1997
Education
Florida State University - College of Business
Jeffrey Weaver, CFP®'s Wachovia Experience May 2007 - August 2008
Job Vice President and Private Financial Advisor
Industry Investment Management
Experience
SunTrust Investment Services, Inc. November 2012 - Present
HSBC August 2008 - November 2012
Wachovia May 2007 - August 2008
Bank of America August 2004 - May 2007
Charles Schwab March 1995 - June 2004
Education
Lehigh University
BA, Economics
Georgetown University
Certificate, Financial Planning
International School of Brussels
SunTrust Investment Services, Inc. November 2012 - Present
HSBC August 2008 - November 2012
Wachovia May 2007 - August 2008
Bank of America August 2004 - May 2007
Charles Schwab March 1995 - June 2004
Education
Lehigh University
BA, Economics
Georgetown University
Certificate, Financial Planning
International School of Brussels
Milton Peddycord's Wachovia Experience 1987 - 2007
Job Independent Financial Services Professional
Industry Financial Services
Experience
Winston-Salem/Forsyth County Schools 2011 - Present
Wachovia Bank 1978 - 2008
Wachovia 1987 - 2007
Education
Furman University 1966 — 1970
Winston-Salem/Forsyth County Schools 2011 - Present
Wachovia Bank 1978 - 2008
Wachovia 1987 - 2007
Education
Furman University 1966 — 1970
Katy Hutcheson's Wachovia Experience April 2007 - April 2010
Job V.P. Credit and Counterparty Risk Officer at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank November 2009 - Present
Wachovia April 2007 - April 2010
Buckhorn Capital Managment February 2001 - April 2007
Skills
Portfolio Management, Credit, Banking, Process Improvement, Leadership
Education
Furman University 1993 — 1997
B.A., Economics
Wells Fargo Bank November 2009 - Present
Wachovia April 2007 - April 2010
Buckhorn Capital Managment February 2001 - April 2007
Skills
Portfolio Management, Credit, Banking, Process Improvement, Leadership
Education
Furman University 1993 — 1997
B.A., Economics
Ken Etterman's Wachovia Experience January 1998 - October 2006
Job Real Estate Capital MarketsFinanceBanking
Industry Commercial Real Estate
Experience
Redfish Capital Advisors November 2006 - Present
Wachovia January 1998 - October 2006
Bank of America January 1990 - January 1998
Skills
Real Estate Development, Asset Managment, Commercial Lending, Real Estate, Loans, CMBS, Investments, Due Diligence, Portfolio Management, Real Estate Economics, Real Estate Transactions, Real Estate Financing, Mezzanine, Property Management, Investment Properties
Education
Western Carolina University 1999 — 2001
MBA
Florida State University - College of Business 1987 — 1990
BS
Redfish Capital Advisors November 2006 - Present
Wachovia January 1998 - October 2006
Bank of America January 1990 - January 1998
Skills
Real Estate Development, Asset Managment, Commercial Lending, Real Estate, Loans, CMBS, Investments, Due Diligence, Portfolio Management, Real Estate Economics, Real Estate Transactions, Real Estate Financing, Mezzanine, Property Management, Investment Properties
Education
Western Carolina University 1999 — 2001
MBA
Florida State University - College of Business 1987 — 1990
BS
Evgenia Zhovtanovskaya's Wachovia Experience April 2007 - December 2009
Job Counterparty Credit Risk Management Consultant at Wells Fargo Bank
Industry Investment Banking
Experience
Wells Fargo Bank April 2011 - Present
Wells Fargo Home Mortgage January 2010 - April 2011
Wachovia April 2007 - December 2009
Wachovia June 2004 - April 2007
Laureate Capital September 2003 - May 2004
Skills
Risk Management, Portfolio Management, Statistics, SAS, Finance, Credit Risk, SQL, Financial Modeling, Analysis, Financial Risk, Internal Audit, Access, Trading, Market Risk, Internal Controls, Quantitative Finance, Data Analysis, Counterparty Risk, Capital Markets, Derivatives, Investment Banking
Education
University of North Carolina at Charlotte 2005 — 2008
MS, Mathematical Finance
University of North Carolina at Charlotte 2001 — 2004
MBA, Real Estate Development concentration
Gardner-Webb University 1999 — 2001
Bachelor, Business Administration & Management Information Systems
Wells Fargo Bank April 2011 - Present
Wells Fargo Home Mortgage January 2010 - April 2011
Wachovia April 2007 - December 2009
Wachovia June 2004 - April 2007
Laureate Capital September 2003 - May 2004
Skills
Risk Management, Portfolio Management, Statistics, SAS, Finance, Credit Risk, SQL, Financial Modeling, Analysis, Financial Risk, Internal Audit, Access, Trading, Market Risk, Internal Controls, Quantitative Finance, Data Analysis, Counterparty Risk, Capital Markets, Derivatives, Investment Banking
Education
University of North Carolina at Charlotte 2005 — 2008
MS, Mathematical Finance
University of North Carolina at Charlotte 2001 — 2004
MBA, Real Estate Development concentration
Gardner-Webb University 1999 — 2001
Bachelor, Business Administration & Management Information Systems
David Hargadon's Wachovia Experience 1999 - November 2007
Job SVP, Regional Vice President at TD
Industry Financial Services
Experience
TD June 2013 - Present
TD Bank May 2012 - Present
SunTrust Bank November 2007 - May 2012
Wachovia 1999 - November 2007
Education
Florida State University - College of Business 1987 — 1990
BS, Finance
Leadership Fairfax
TD June 2013 - Present
TD Bank May 2012 - Present
SunTrust Bank November 2007 - May 2012
Wachovia 1999 - November 2007
Education
Florida State University - College of Business 1987 — 1990
BS, Finance
Leadership Fairfax
Jason Downs's Wachovia Experience August 2000 - May 2003
Job Warehouse Lending Operations Manager at First Guaranty Mortgage Corporation ®
Industry Financial Services
Experience
First Guaranty Mortgage Corporation ® February 2014 - Present
JPMorgan Chase January 2010 - October 2013
Countrywide/Bank of America December 2003 - January 2010
Ampro Mortgage May 2003 - August 2003
Wachovia August 2000 - May 2003
American General Finance September 1997 - July 2000
Skills
Loan Origination, Residential Mortgages, Mortgage Banking, Credit, Banking, Loss Mitigation, Sales, Business Analysis, Executive Management, Credit Analysis, Sales Management, Mortgage Servicing, Training, Management, Public Speaking, Loans, Sourcing, Process Improvement, Business Process Mapping, Performance Management, Account Management, Operations Management, KPI implementation, Performance Metrics, Thought Leadership, FHA, Risk Management
Education
University of Phoenix 2004 — 2006
MAOM, Business
Florida State University 1990 — 1994
BA, English
First Guaranty Mortgage Corporation ® February 2014 - Present
JPMorgan Chase January 2010 - October 2013
Countrywide/Bank of America December 2003 - January 2010
Ampro Mortgage May 2003 - August 2003
Wachovia August 2000 - May 2003
American General Finance September 1997 - July 2000
Skills
Loan Origination, Residential Mortgages, Mortgage Banking, Credit, Banking, Loss Mitigation, Sales, Business Analysis, Executive Management, Credit Analysis, Sales Management, Mortgage Servicing, Training, Management, Public Speaking, Loans, Sourcing, Process Improvement, Business Process Mapping, Performance Management, Account Management, Operations Management, KPI implementation, Performance Metrics, Thought Leadership, FHA, Risk Management
Education
University of Phoenix 2004 — 2006
MAOM, Business
Florida State University 1990 — 1994
BA, English
Scott Broughton's Wachovia Experience August 2002 - June 2004
Job Business Systems Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2010 - Present
Wachovia, A Wells Fargo Company April 2004 - January 2010
Wachovia August 2002 - June 2004
Wachovia December 2001 - August 2002
Wachovia August 1998 - December 2001
Wachovia August 1996 - August 1998
Skills
SharePoint, Instructional Design, E-Learning, Agile Methodologies, Banking, Business Analysis, Business Requirements, Content Management, Document Management, Enterprise Software, HTML, Information Architecture, Intranet, Management, Process Improvement, Project Management, Requirements Analysis, Requirements Gathering, SDLC, Software Documentation, Technical Writing, Training, Visio, Web Applications, Business Intelligence, Business Process...
Education
Florida State University 1991 — 1994
BA, Social Science
Northwest Florida State College 1986 — 1990
AA
Wells Fargo January 2010 - Present
Wachovia, A Wells Fargo Company April 2004 - January 2010
Wachovia August 2002 - June 2004
Wachovia December 2001 - August 2002
Wachovia August 1998 - December 2001
Wachovia August 1996 - August 1998
Skills
SharePoint, Instructional Design, E-Learning, Agile Methodologies, Banking, Business Analysis, Business Requirements, Content Management, Document Management, Enterprise Software, HTML, Information Architecture, Intranet, Management, Process Improvement, Project Management, Requirements Analysis, Requirements Gathering, SDLC, Software Documentation, Technical Writing, Training, Visio, Web Applications, Business Intelligence, Business Process...
Education
Florida State University 1991 — 1994
BA, Social Science
Northwest Florida State College 1986 — 1990
AA
Evelyn Fabelo's Wachovia Experience February 2007 - October 2008
Job Purchasing Manager at Stearns Lending
Industry Financial Services
Experience
Stearns Lending (NMLS #1854) February 2015 - Present
Nationstar Mortgage February 2013 - February 2015
Bank of America May 2012 - February 2013
Bank of America June 2011 - May 2012
Bank of America Home Loans May 2009 - June 2011
Countrywide October 2008 - April 2009
Wachovia February 2007 - October 2008
World Savings December 2006 - February 2007
Countrywide Home Loans August 2005 - November 2006
Countrywide Home Loans March 2005 - August 2005
Skills
Mortgage Banking, Mortgage Lending, Loans, Loan Origination, Underwriting, FHA, Credit, Credit Analysis, Portfolio Management, Loss Mitigation, Finance, Leadership, Financial Risk, Operations Management, Pipeline Management, Analysis, Staff and Leadership..., Risk & Decision..., Team Building &..., Performance Improvement, Training & Development
Education
Florida State University - College of Business 2000 — 2004
Bachelor's, Business Management
Stearns Lending (NMLS #1854) February 2015 - Present
Nationstar Mortgage February 2013 - February 2015
Bank of America May 2012 - February 2013
Bank of America June 2011 - May 2012
Bank of America Home Loans May 2009 - June 2011
Countrywide October 2008 - April 2009
Wachovia February 2007 - October 2008
World Savings December 2006 - February 2007
Countrywide Home Loans August 2005 - November 2006
Countrywide Home Loans March 2005 - August 2005
Skills
Mortgage Banking, Mortgage Lending, Loans, Loan Origination, Underwriting, FHA, Credit, Credit Analysis, Portfolio Management, Loss Mitigation, Finance, Leadership, Financial Risk, Operations Management, Pipeline Management, Analysis, Staff and Leadership..., Risk & Decision..., Team Building &..., Performance Improvement, Training & Development
Education
Florida State University - College of Business 2000 — 2004
Bachelor's, Business Management
Shoshana Demers, MBA's Wachovia Experience June 2007 - May 2010
Job
Industry Human Resources
Experience
Wells Fargo February 2010 - April 2015
Wachovia June 2007 - May 2010
Wachovia January 2004 - May 2007
Wachovia January 2004 - October 2004
Local Law Firm August 2001 - December 2003
Skills
Leadership, Management, Finance, Business Planning, Mergers & Acquisitions, Sales, Marketing, Coaching, Financial Risk, Payroll, Wealth Management, Accounts Payable
Education
Gardner-Webb University 2008 — 2010
MBA, Finance, 4.0
University of North Carolina at Charlotte - Belk College of Business 2002 — 2004
B.S. in Business Administration, B.A., Finance
Wells Fargo February 2010 - April 2015
Wachovia June 2007 - May 2010
Wachovia January 2004 - May 2007
Wachovia January 2004 - October 2004
Local Law Firm August 2001 - December 2003
Skills
Leadership, Management, Finance, Business Planning, Mergers & Acquisitions, Sales, Marketing, Coaching, Financial Risk, Payroll, Wealth Management, Accounts Payable
Education
Gardner-Webb University 2008 — 2010
MBA, Finance, 4.0
University of North Carolina at Charlotte - Belk College of Business 2002 — 2004
B.S. in Business Administration, B.A., Finance
Eddie Bruce's Wachovia Experience 2001 - 2005
Job CIO/CTO/EVP/SVP Open to New Opportunities Nationwide
Industry Information Technology and Services
Experience
Citco March 2015 - July 2015
Lincoln Harris August 2012 - October 2014
Genesis10 December 2011 - August 2012
Bank of America April 2010 - September 2011
Bank of America September 2005 - May 2010
Wachovia 2001 - 2005
First Union National Bank September 1996 - September 2001
Matrix Resources December 1995 - May 1997
Federal Highway Administration 1992 - 1995
Skills
Program Management, Project Management, Change Management, Vendor Management, Enterprise Software, Management, Process Improvement, Project Portfolio..., Leadership, IT Strategy, Strategy, Strategic Planning, Business Analysis, IT Service Management, Risk Management, Software Project..., Information Technology, ITIL, Governance, SDLC, IT Management, IT Operations, Organizational Changes, Team Building, Team Leadership, Enterprise Architecture, Business Intelligence, Service Delivery, Disaster Recovery, Operations Management, IT Governance, Business Process..., Integration, Consulting, PMO, Requirements Analysis, Cross-functional Team..., Infrastructure, Board Presentations, Data Center, Product Management, Business Strategy, Business Development, Product Development
Education
Georgia Institute of Technology 1993 — 1994
Masters, Civil Engineering
University of North Carolina at Charlotte 1989 — 1991
B.S., Civil Engineering
The Citadel 1986 — 1989
Civil Engineering
Citco March 2015 - July 2015
Lincoln Harris August 2012 - October 2014
Genesis10 December 2011 - August 2012
Bank of America April 2010 - September 2011
Bank of America September 2005 - May 2010
Wachovia 2001 - 2005
First Union National Bank September 1996 - September 2001
Matrix Resources December 1995 - May 1997
Federal Highway Administration 1992 - 1995
Skills
Program Management, Project Management, Change Management, Vendor Management, Enterprise Software, Management, Process Improvement, Project Portfolio..., Leadership, IT Strategy, Strategy, Strategic Planning, Business Analysis, IT Service Management, Risk Management, Software Project..., Information Technology, ITIL, Governance, SDLC, IT Management, IT Operations, Organizational Changes, Team Building, Team Leadership, Enterprise Architecture, Business Intelligence, Service Delivery, Disaster Recovery, Operations Management, IT Governance, Business Process..., Integration, Consulting, PMO, Requirements Analysis, Cross-functional Team..., Infrastructure, Board Presentations, Data Center, Product Management, Business Strategy, Business Development, Product Development
Education
Georgia Institute of Technology 1993 — 1994
Masters, Civil Engineering
University of North Carolina at Charlotte 1989 — 1991
B.S., Civil Engineering
The Citadel 1986 — 1989
Civil Engineering
Bradley Remsberg's Wachovia Experience Branch ManagerEnterprise Rent-A-CarJune 2000 - June 2006
Job LFS at Wachovia
Industry Banking
Experience
Wachovia Branch ManagerEnterprise Rent-A-CarJune 2000 - June 2006
Enterprise Rent A Car 2000 - 2006
Education
Frostburg State University 1998 — 2000
BS, Business Administration
Wachovia Branch ManagerEnterprise Rent-A-CarJune 2000 - June 2006
Enterprise Rent A Car 2000 - 2006
Education
Frostburg State University 1998 — 2000
BS, Business Administration
Melissa Calabretta's Wachovia Experience July 2007 - November 2008
Job at JLR Insurance Services
Industry Financial Services
Experience
Jlr Insurance Services April 2010 - Present
Wachovia July 2007 - November 2008
Wachovia January 2007 - July 2007
World Savings July 2006 - January 2007
World Savings September 2001 - July 2005
World Savings October 2000 - September 2001
Skills
Leadership, Mortgage Lending, Account Management, Insurance, Customer Service, Mortgage Banking, Banking
Education
Fullerton College 1987 — 1988
Social Services
Jlr Insurance Services April 2010 - Present
Wachovia July 2007 - November 2008
Wachovia January 2007 - July 2007
World Savings July 2006 - January 2007
World Savings September 2001 - July 2005
World Savings October 2000 - September 2001
Skills
Leadership, Mortgage Lending, Account Management, Insurance, Customer Service, Mortgage Banking, Banking
Education
Fullerton College 1987 — 1988
Social Services
Kelvin McCray's Wachovia Experience January 2005 - May 2009
Job I.T. Consultant at Timewarner Cable
Industry Information Technology and Services
Experience
Time Warner Cable February 2014 - Present
The Judge Group September 2013 - January 2014
Collabera/Wells Fargo May 2012 - September 2013
Lowes March 2011 - August 2012
Well Fargo / Wachoiva December 2009 - May 2010
Wachovia January 2005 - May 2009
Skills
Software Documentation, SharePoint, Access, SQL, Testing, Databases, Process Improvement, Management, Microsoft Excel, Data Warehousing, SDLC, Business Analysis, ETL, Requirements Analysis, Data Analysis, VBA, Analytics, SSIS, Visio, System Deployment, Microsoft Office, Requirements Gathering, Systems Analysis, Microsoft SQL Server, SSRS, Business Requirements, Analysis
Education
Gardner Webb University 1992 — 1996
Bachelor, MIS
Gardner-Webb University
Time Warner Cable February 2014 - Present
The Judge Group September 2013 - January 2014
Collabera/Wells Fargo May 2012 - September 2013
Lowes March 2011 - August 2012
Well Fargo / Wachoiva December 2009 - May 2010
Wachovia January 2005 - May 2009
Skills
Software Documentation, SharePoint, Access, SQL, Testing, Databases, Process Improvement, Management, Microsoft Excel, Data Warehousing, SDLC, Business Analysis, ETL, Requirements Analysis, Data Analysis, VBA, Analytics, SSIS, Visio, System Deployment, Microsoft Office, Requirements Gathering, Systems Analysis, Microsoft SQL Server, SSRS, Business Requirements, Analysis
Education
Gardner Webb University 1992 — 1996
Bachelor, MIS
Gardner-Webb University
Dennis Fenner's Wachovia Experience April 2006 - January 2009
Job Business Development Officer at The Eastern Colorado Bank
Industry Banking
Experience
The Eastern Colorado Bank June 2011 - April 2015
Kansas Small Business Development Center November 2009 - August 2011
Wachovia April 2006 - January 2009
Vista Bank January 2001 - April 2004
Bank at Broadmoor January 2000 - January 2001
Skills
Loans, Banking, Commercial Lending, Portfolio Management, Mortgage Lending, Business Planning, Mortgage Banking, Business Development, Strategic Planning, Small Business, Finance, Financial Analysis, Start-ups, Investments, Credit
Education
Friends University
Bachelor of Science, Business Administration
University of Colorado Boulder
Banking
The Eastern Colorado Bank June 2011 - April 2015
Kansas Small Business Development Center November 2009 - August 2011
Wachovia April 2006 - January 2009
Vista Bank January 2001 - April 2004
Bank at Broadmoor January 2000 - January 2001
Skills
Loans, Banking, Commercial Lending, Portfolio Management, Mortgage Lending, Business Planning, Mortgage Banking, Business Development, Strategic Planning, Small Business, Finance, Financial Analysis, Start-ups, Investments, Credit
Education
Friends University
Bachelor of Science, Business Administration
University of Colorado Boulder
Banking
Lew Saphar's Wachovia Experience April 1985 - Present
Job Web Engineer Lead at Wachovia
Industry Financial Services
Experience
Wells Fargo 1995 - Present
Wachovia April 1985 - Present
Skills
SharePoint, Visio, Requirements Analysis, Microsoft SQL Server, Business Analysis, Process Improvement, PMP, Enterprise Architecture, Integration, Vendor Management, SQL, SDLC, Disaster Recovery, IIS, Unix, Software Project...
Education
Florida State University 1976 — 1981
B.A., Computer Science, Mathematics
Wells Fargo 1995 - Present
Wachovia April 1985 - Present
Skills
SharePoint, Visio, Requirements Analysis, Microsoft SQL Server, Business Analysis, Process Improvement, PMP, Enterprise Architecture, Integration, Vendor Management, SQL, SDLC, Disaster Recovery, IIS, Unix, Software Project...
Education
Florida State University 1976 — 1981
B.A., Computer Science, Mathematics
Rama Nightingale's Wachovia Experience Quality Assurance Analyst.Wells Fargo2009 - 2010
Job AVP Sr Quality Assurance Analyst \ Sr. Business Analyst at Wachovia
Industry Information Technology and Services
Experience
Wachovia Quality Assurance Analyst.Wells Fargo2009 - 2010
Education
Gardner-Webb University 1994 — 1998
B.S., Computer Science
Wachovia Quality Assurance Analyst.Wells Fargo2009 - 2010
Education
Gardner-Webb University 1994 — 1998
B.S., Computer Science
Paul Veldman's Wachovia Experience 2003 - 2010
Job Commercial Banker at Great Western Bank
Industry Banking
Experience
Great Western Bank May 2014 - Present
Guaranty Bank and Trust Company January 2013 - June 2014
BBVA Compass January 2011 - December 2012
Wells Fargo Bank August 2003 - January 2011
Wachovia 2003 - 2010
Wachovia, A Wells Fargo Company 2003 - 2007
Skills
Commercial Banking, Small Business Lending, Loans, Commercial Lending, Credit, Lines Of Credit, Consumer Lending, Risk Management, Treasury Management, SBA, Credit Analysis, Mortgage Lending, Asset Based Lending, Loan Origination, Commercial Mortgages
Education
Florida State University 1992 — 1995
Minnesota State University, Moorhead 1984 — 1989
Great Western Bank May 2014 - Present
Guaranty Bank and Trust Company January 2013 - June 2014
BBVA Compass January 2011 - December 2012
Wells Fargo Bank August 2003 - January 2011
Wachovia 2003 - 2010
Wachovia, A Wells Fargo Company 2003 - 2007
Skills
Commercial Banking, Small Business Lending, Loans, Commercial Lending, Credit, Lines Of Credit, Consumer Lending, Risk Management, Treasury Management, SBA, Credit Analysis, Mortgage Lending, Asset Based Lending, Loan Origination, Commercial Mortgages
Education
Florida State University 1992 — 1995
Minnesota State University, Moorhead 1984 — 1989
Sharon Nealy's Wachovia Experience Learning & Development ConsultantWachovia, A Wells Fargo Company2005 - Present
Job AVPTraining and Development at Wachovia
Industry Banking
Experience
Wachovia Learning & Development ConsultantWachovia, A Wells Fargo Company2005 - Present
Reading Area Community College August 1998 - August 2005
Education
Florida State University
BS, Education
Wachovia Learning & Development ConsultantWachovia, A Wells Fargo Company2005 - Present
Reading Area Community College August 1998 - August 2005
Education
Florida State University
BS, Education
Sandy Bell-Johnson, MBA's Wachovia Experience June 2007 - December 2009
Job CoStore Manager at Walmart
Industry Retail
Experience
Wal-Mart January 2010 - Present
Wachovia June 2007 - December 2009
Skills
Customer Service, Credit, Sales, Training, Leadership Development, Education, Leadership, Management, Customer Satisfaction, Finance
Education
University of Phoenix
Graduate Mangement Human Resource Certificate
University of Phoenix 2003 — 2005
Master of Business Administration (M.B.A.)
Florida State University 1995 — 1998
BS, Criminology and Information Studies
University of Central Florida 1993 — 1997
University of Central Florida 1992 — 1995
Valencia College 1990 — 1995
Valencia College 1991 — 1992
AA
Wal-Mart January 2010 - Present
Wachovia June 2007 - December 2009
Skills
Customer Service, Credit, Sales, Training, Leadership Development, Education, Leadership, Management, Customer Satisfaction, Finance
Education
University of Phoenix
Graduate Mangement Human Resource Certificate
University of Phoenix 2003 — 2005
Master of Business Administration (M.B.A.)
Florida State University 1995 — 1998
BS, Criminology and Information Studies
University of Central Florida 1993 — 1997
University of Central Florida 1992 — 1995
Valencia College 1990 — 1995
Valencia College 1991 — 1992
AA
Kenrick Church's Wachovia Experience March 2005 - Present
Job IT Project Manager at Wells Fargo Corp.
Industry Banking
Experience
Wells Fargo Corporation January 2011 - Present
Wells Fargo 2009 - Present
Wachovia, A Wells Fargo Company 2009 - Present
Wachovia March 2005 - Present
Act One August 2004 - March 2005
Skills
Project Portfolio..., Risk Management, Project Management, Outsourcing, Data Center, Information Technology, PMO, SharePoint, MS Project, Software Project..., IT Strategy, Resource Management, Integration, Project Delivery, Project Planning, Governance, Disaster Recovery, Process Improvement, Business Analysis, Leadership, Management, Microsoft Excel, PMP, Program Management, Project Coordination, Requirements Analysis, SDLC, Vendor Management, Visio, Business Requirements, IT Management, Planview, Senior Management..., Microsoft Project
Education
DeVry Technical University 1999 — 2002
Bachelor of Science, Telecommunications and Project Management
Gardner-Webb University 1994 — 1998
Bachelor of Science, Behavioral Psychology
Wells Fargo Corporation January 2011 - Present
Wells Fargo 2009 - Present
Wachovia, A Wells Fargo Company 2009 - Present
Wachovia March 2005 - Present
Act One August 2004 - March 2005
Skills
Project Portfolio..., Risk Management, Project Management, Outsourcing, Data Center, Information Technology, PMO, SharePoint, MS Project, Software Project..., IT Strategy, Resource Management, Integration, Project Delivery, Project Planning, Governance, Disaster Recovery, Process Improvement, Business Analysis, Leadership, Management, Microsoft Excel, PMP, Program Management, Project Coordination, Requirements Analysis, SDLC, Vendor Management, Visio, Business Requirements, IT Management, Planview, Senior Management..., Microsoft Project
Education
DeVry Technical University 1999 — 2002
Bachelor of Science, Telecommunications and Project Management
Gardner-Webb University 1994 — 1998
Bachelor of Science, Behavioral Psychology
Janet Shook's Wachovia Experience January 1981 - May 1986
Job Brokerage & Marina Administrative Assistant at Deltaville Yachting Center
Industry Religious Institutions
Experience
Deltaville Yachting Center August 2014 - Present
Union Presbyterian Seminary 2006 - Present
Association of Governing Boards of Universities and Colleges 2006 - 2012
FeedMore 2006 - 2011
Bon Air Baptist Church 1959 - 2011
Stony Point School July 2004 - August 2006
Banner Christian School February 2003 - June 2004
Richmond Christian School July 1997 - February 2003
Wachovia January 1981 - May 1986
Skills
Non-profits, Volunteer Management, Public Speaking, Community Outreach, Fundraising, Teaching, Event Planning, Leadership Development, Preaching, Social Media, Pastoral Care, Public Relations, Program Development, Editing, Religion, Curriculum Development, Theology, Discipleship, Higher Education, Grant Writing, Nonprofits, Youth Ministry, Newsletters, Community Development, Biblical Studies, Missions, Annual Giving
Education
Baptist Bible Graduate School 1999 — 2009
M.S., Christian Education- Administration
Furman University 1976 — 1980
Urban Studies
Collegiate School 1971 — 1976
friends from Collegiate/St.Chris
Deltaville Yachting Center August 2014 - Present
Union Presbyterian Seminary 2006 - Present
Association of Governing Boards of Universities and Colleges 2006 - 2012
FeedMore 2006 - 2011
Bon Air Baptist Church 1959 - 2011
Stony Point School July 2004 - August 2006
Banner Christian School February 2003 - June 2004
Richmond Christian School July 1997 - February 2003
Wachovia January 1981 - May 1986
Skills
Non-profits, Volunteer Management, Public Speaking, Community Outreach, Fundraising, Teaching, Event Planning, Leadership Development, Preaching, Social Media, Pastoral Care, Public Relations, Program Development, Editing, Religion, Curriculum Development, Theology, Discipleship, Higher Education, Grant Writing, Nonprofits, Youth Ministry, Newsletters, Community Development, Biblical Studies, Missions, Annual Giving
Education
Baptist Bible Graduate School 1999 — 2009
M.S., Christian Education- Administration
Furman University 1976 — 1980
Urban Studies
Collegiate School 1971 — 1976
friends from Collegiate/St.Chris
Veronica McBride's Wachovia Experience October 2007 - April 2008
Job Product Specialist at McLean Mortgage Corporation
Industry Health, Wellness and Fitness
Experience
McLean Mortgage Corporation May 2012 - Present
McLean Mortgage Corporation December 2011 - April 2012
Germanna Community College October 2011 - December 2011
Self-employed Personal Fitness Trainer March 2011 - May 2011
Anytime Fitness May 2008 - March 2011
Wachovia October 2007 - April 2008
American Home Mortgage April 2005 - August 2007
Education
Germanna Community College 2011 — 2012
A.A.&S. Business Administration, Business Administration & Accounting
National Federation of Personal Trainers 2008 — 2009
Certified Personal Trainer, Exercise physiology, kinesiology, ethics
Northern Virginia Community College 2002 — 2004
N/A, General Studies
Global Knowledge 2000 — 2001
CCNA/CCNP, IT - Networking
George Mason University 1999 — 2000
N/A, Systems Engineering
McLean Mortgage Corporation May 2012 - Present
McLean Mortgage Corporation December 2011 - April 2012
Germanna Community College October 2011 - December 2011
Self-employed Personal Fitness Trainer March 2011 - May 2011
Anytime Fitness May 2008 - March 2011
Wachovia October 2007 - April 2008
American Home Mortgage April 2005 - August 2007
Education
Germanna Community College 2011 — 2012
A.A.&S. Business Administration, Business Administration & Accounting
National Federation of Personal Trainers 2008 — 2009
Certified Personal Trainer, Exercise physiology, kinesiology, ethics
Northern Virginia Community College 2002 — 2004
N/A, General Studies
Global Knowledge 2000 — 2001
CCNA/CCNP, IT - Networking
George Mason University 1999 — 2000
N/A, Systems Engineering
Dixon Harrill's Wachovia Experience 1991 - 1999
Job Upstate SC Regional President at Park Sterling Bank
Industry Banking
Experience
Park Sterling Bank June 2011 - Present
March of Dimes January 2011 - January 2013
SunTrust Bank May 2009 - June 2011
SunTrust Bank June 2007 - April 2009
SunTrust Bank June 2003 - June 2007
SunTrust Bank February 2002 - May 2003
Wachovia Bank February 2000 - February 2002
Wachovia 1991 - 1999
South Carolina National Bank November 1984 - 1991
Skills
Commercial Banking, Credit, Loans, Banking, Mortgage Lending, Commercial Lending, Underwriting, Commercial Mortgages, Investment Properties, Leadership, Financial Services, Sales, Strategy, Commercial Real Estate, Asset Based Lending, Financial Analysis, Recruiting, Real Estate, Private Banking, Credit Analysis
Education
Graduate Banking School of the South at LSU 1988 — 1991
Banking
Furman University 1976 — 1981
BA, Political Science and Business
Park Sterling Bank June 2011 - Present
March of Dimes January 2011 - January 2013
SunTrust Bank May 2009 - June 2011
SunTrust Bank June 2007 - April 2009
SunTrust Bank June 2003 - June 2007
SunTrust Bank February 2002 - May 2003
Wachovia Bank February 2000 - February 2002
Wachovia 1991 - 1999
South Carolina National Bank November 1984 - 1991
Skills
Commercial Banking, Credit, Loans, Banking, Mortgage Lending, Commercial Lending, Underwriting, Commercial Mortgages, Investment Properties, Leadership, Financial Services, Sales, Strategy, Commercial Real Estate, Asset Based Lending, Financial Analysis, Recruiting, Real Estate, Private Banking, Credit Analysis
Education
Graduate Banking School of the South at LSU 1988 — 1991
Banking
Furman University 1976 — 1981
BA, Political Science and Business
Lisa Flaster's Wachovia Experience March 2008 - July 2009
Job Senior Credit Officer at First Republic Bank
Industry Banking
Experience
First Republic Bank July 2009 - Present
Wachovia March 2008 - July 2009
Bank of America 2003 - 2008
Bank of America 1996 - 2003
Eden Housing, Inc. 1993 - 1996
PG&E Properties 1992 - 1992
Arthur Andersen 1986 - 1988
Walsh Colucci 1983 - 1985
Skills
Private Banking, Credit, Commercial Lending, Securities Lending, Small Business Lending, Real Estate Development, Real Estate Financing, Financial Analysis, Investments, Banking, Asset Management, Securities, Credit Analysis, Loans, Portfolio Management
Education
Georgetown University
BS, Accounting
Georgetown University Law Center
JD, Business Structuring, Tax, Estate and Trust
Massachusetts Institute of Technology
MS, Real Estate
First Republic Bank July 2009 - Present
Wachovia March 2008 - July 2009
Bank of America 2003 - 2008
Bank of America 1996 - 2003
Eden Housing, Inc. 1993 - 1996
PG&E Properties 1992 - 1992
Arthur Andersen 1986 - 1988
Walsh Colucci 1983 - 1985
Skills
Private Banking, Credit, Commercial Lending, Securities Lending, Small Business Lending, Real Estate Development, Real Estate Financing, Financial Analysis, Investments, Banking, Asset Management, Securities, Credit Analysis, Loans, Portfolio Management
Education
Georgetown University
BS, Accounting
Georgetown University Law Center
JD, Business Structuring, Tax, Estate and Trust
Massachusetts Institute of Technology
MS, Real Estate
Richard M. Biggerstaff's Wachovia Experience April 1997 - October 2009
Job Process / Project / Program / Portfolio Office Management
Industry Financial Services
Experience
Wells Fargo Company October 2008 - August 2011
Wachovia April 1997 - October 2009
Perigon Engineering 1993 - 1997
KoSa (a.k.a Trevira and Hoechst Celanese Corporation) 1986 - 1993
Skills
Internet Banking, SDLC, Business Analysis, Release Management, Banking, Solution Design, Risk Mitigation, PMO, Visio, Project Portfolio..., PMP, Requirements Analysis, Systems Analysis, Business Process, Software Project..., Vendor Management, Process Improvement, SharePoint, Resource Management, Process Engineering, MS Project, Portfolio Management, Risk Management, Compliance, Program Management, Business Intelligence, Application Development, Business Continuity, Change Management, Process Management, Analysis, Financial Analysis, Management Consulting, Process Development, Consultancy, Business Management, E-commerce, Mentoring, Software Development, Project Management, Software Documentation, Management, Project Planning, Requirements Gathering, Business Requirements, IT Strategy, Integration, Governance, Enterprise Architecture, Business Process...
Education
University of North Carolina at Charlotte 1970 — 1972
BA, British Literature and History
Gaston College 1969 — 1970
AA
South Point High School 1966 — 1967
Middletown NJ High School 1965 — 1965
Belmont High School 1963 — 1964
College Prep
East Belmont Elementary 1954 — 1962
Wells Fargo Company October 2008 - August 2011
Wachovia April 1997 - October 2009
Perigon Engineering 1993 - 1997
KoSa (a.k.a Trevira and Hoechst Celanese Corporation) 1986 - 1993
Skills
Internet Banking, SDLC, Business Analysis, Release Management, Banking, Solution Design, Risk Mitigation, PMO, Visio, Project Portfolio..., PMP, Requirements Analysis, Systems Analysis, Business Process, Software Project..., Vendor Management, Process Improvement, SharePoint, Resource Management, Process Engineering, MS Project, Portfolio Management, Risk Management, Compliance, Program Management, Business Intelligence, Application Development, Business Continuity, Change Management, Process Management, Analysis, Financial Analysis, Management Consulting, Process Development, Consultancy, Business Management, E-commerce, Mentoring, Software Development, Project Management, Software Documentation, Management, Project Planning, Requirements Gathering, Business Requirements, IT Strategy, Integration, Governance, Enterprise Architecture, Business Process...
Education
University of North Carolina at Charlotte 1970 — 1972
BA, British Literature and History
Gaston College 1969 — 1970
AA
South Point High School 1966 — 1967
Middletown NJ High School 1965 — 1965
Belmont High School 1963 — 1964
College Prep
East Belmont Elementary 1954 — 1962
Juan Fletcher's Wachovia Experience December 2008 - April 2009
Job Underwriter at Citimortgage
Industry Financial Services
Experience
Citimortgage October 2012 - June 2014
Bank of America June 2012 - October 2012
Wells Fargo June 2010 - June 2012
PHH Mortgage May 2009 - September 2009
Magnolia Properties September 2006 - May 2009
Wachovia December 2008 - April 2009
Watson Realty Corp. August 2004 - September 2006
Skills
Credit, Mortgage Lending, Loans, Residential Mortgages, Mortgage Banking, Refinance, Banking, Credit Analysis, Underwriting, Credit Risk, Risk Management, Consumer Lending, Mortgage Underwriting
Education
Florida State University 1992 — 1995
Tallahassee Community College
A.A., Business
Citimortgage October 2012 - June 2014
Bank of America June 2012 - October 2012
Wells Fargo June 2010 - June 2012
PHH Mortgage May 2009 - September 2009
Magnolia Properties September 2006 - May 2009
Wachovia December 2008 - April 2009
Watson Realty Corp. August 2004 - September 2006
Skills
Credit, Mortgage Lending, Loans, Residential Mortgages, Mortgage Banking, Refinance, Banking, Credit Analysis, Underwriting, Credit Risk, Risk Management, Consumer Lending, Mortgage Underwriting
Education
Florida State University 1992 — 1995
Tallahassee Community College
A.A., Business
Lynne Cerny's Wachovia Experience August 1992 - June 1994
Job
Industry Education Management
Experience
Cerny Academy September 2000 - Present
Wachovia August 1992 - June 1994
SunTrust Bank April 1983 - January 1992
Skills
Public Speaking, Microsoft Excel, Customer Service, Research, PowerPoint, CPA
Education
Florida State University 1978 — 1983
Bachelor of Science (BS), Finance, General
Florida State University
Master of Business Administration (MBA), Business Administration and Management, General
Cerny Academy September 2000 - Present
Wachovia August 1992 - June 1994
SunTrust Bank April 1983 - January 1992
Skills
Public Speaking, Microsoft Excel, Customer Service, Research, PowerPoint, CPA
Education
Florida State University 1978 — 1983
Bachelor of Science (BS), Finance, General
Florida State University
Master of Business Administration (MBA), Business Administration and Management, General
Jannie Nelson's Wachovia Experience March 1996 - January 2001
Job Retirement Specialist and Senior Tax Preparer at Sloan Financial Insurance Center
Industry Financial Services
Experience
Sloan Financial Insurance Center January 2001 - Present
Wachovia March 1996 - January 2001
H&R Block January 1989 - April 1992
Skills
Insurance Agents, Tax Preparation, Retirement Planning, Financial Planners, Strategic Financial..., Employee Benefits, 401k, Retirement, Financial Advisory, High Net Worth..., Income Tax, Financial Analysis, Investments, Insurance, Insurance Brokerage, Finance
Education
Gaston College
Sloan Financial Insurance Center January 2001 - Present
Wachovia March 1996 - January 2001
H&R Block January 1989 - April 1992
Skills
Insurance Agents, Tax Preparation, Retirement Planning, Financial Planners, Strategic Financial..., Employee Benefits, 401k, Retirement, Financial Advisory, High Net Worth..., Income Tax, Financial Analysis, Investments, Insurance, Insurance Brokerage, Finance
Education
Gaston College
Teresa Fridley's Wachovia Experience February 1984 - November 2010
Job Quality Analyst at BB&T Bank
Industry Banking
Experience
BB&T Bank September 2011 - Present
National College August 2011 - September 2011
Valley Team Mortgage February 2011 - May 2011
Wachovia February 1984 - November 2010
Roanoke & Botetourt Telephone Company September 1979 - February 1984
Skills
Loans, Credit, Banking, Consumer Lending, Leadership, Credit Analysis, Mortgage Banking, Loan Origination, Residential Mortgages, Mortgage Servicing, Loss Mitigation, Loan Servicing, FHA, Mortgage Lending, Underwriting, Risk Management
Education
ProSchools 2011 — 2011
Mortgage Loan Originator License
Furman University 2006 — 2008
Graduate, Retail Banking Management
BB&T Bank September 2011 - Present
National College August 2011 - September 2011
Valley Team Mortgage February 2011 - May 2011
Wachovia February 1984 - November 2010
Roanoke & Botetourt Telephone Company September 1979 - February 1984
Skills
Loans, Credit, Banking, Consumer Lending, Leadership, Credit Analysis, Mortgage Banking, Loan Origination, Residential Mortgages, Mortgage Servicing, Loss Mitigation, Loan Servicing, FHA, Mortgage Lending, Underwriting, Risk Management
Education
ProSchools 2011 — 2011
Mortgage Loan Originator License
Furman University 2006 — 2008
Graduate, Retail Banking Management
Mohsin Bhatti's Wachovia Experience September 2012 - April 2013
Job Network Administrator at National Communication Consulting, LLC
Industry Financial Services
Experience
Cisco May 2013 - Present
National Communication Consulting, LLC April 2012 - Present
Wachovia September 2012 - April 2013
Hour Eyes September 2009 - April 2012
Citigroup - Primerica Financial Services April 2008 - December 2009
Skills
Loans, Sales, Customer Service, Troubleshooting, Networking, Training, Management, Routers, Finance, DHCP, Cisco Routers, OSPF, Leadership
Education
George Mason University 2010 — 2012
BS, Management
CCENT
George Mason University
B.S, Management; Business Administration Relation
Northern Virginia Community College
Cisco May 2013 - Present
National Communication Consulting, LLC April 2012 - Present
Wachovia September 2012 - April 2013
Hour Eyes September 2009 - April 2012
Citigroup - Primerica Financial Services April 2008 - December 2009
Skills
Loans, Sales, Customer Service, Troubleshooting, Networking, Training, Management, Routers, Finance, DHCP, Cisco Routers, OSPF, Leadership
Education
George Mason University 2010 — 2012
BS, Management
CCENT
George Mason University
B.S, Management; Business Administration Relation
Northern Virginia Community College
Patrick Moser's Wachovia Experience May 2005 - August 2005
Job Commercial Dept. AutoZone
Industry Retail
Experience
AutoZone April 2006 - Present
AutoZone 2006 - Present
CGI Computer Integration Grouup August 2005 - March 2006
Wachovia May 2005 - August 2005
American Income Life July 2003 - November 2003
Skills
Insurance, Customer Service, Logistics
Education
Millersville University of Pennsylvania 1996 — 2002
Business Administration, Marketing
Franklin & Marshall College 1999 — 2001
Japanese Studies
AutoZone April 2006 - Present
AutoZone 2006 - Present
CGI Computer Integration Grouup August 2005 - March 2006
Wachovia May 2005 - August 2005
American Income Life July 2003 - November 2003
Skills
Insurance, Customer Service, Logistics
Education
Millersville University of Pennsylvania 1996 — 2002
Business Administration, Marketing
Franklin & Marshall College 1999 — 2001
Japanese Studies
John McCabe's Wachovia Experience September 2000 - September 2009
Job Head of Global Operations at PayPal
Industry Internet
Philip Moretti's Wachovia Experience August 2007 - December 2009
Job Project Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2009 - Present
Wachovia August 2007 - December 2009
Wachovia 2002 - 2007
Howard Savings 1980 - 1992
Skills
Vendor Management, Risk Management, Relationship Management, Credit, Program Management, Marketing Communications, Marketing Strategy, Sales Management, Account Management, Banking, New Business Development, Customer Service, Project Management, Loans, Sales, Business Development, Retail Banking, Budgets, Strategic Planning, Process Improvement, Management, Business Analysis, Leadership, Team Building, Strategy, Training
Education
Fordham University 1980 — 1983
Master of Business Administration (MBA)
St. Peter's College 1973 — 1978
Bachelor of Science (BS), Marketing
Wells Fargo December 2009 - Present
Wachovia August 2007 - December 2009
Wachovia 2002 - 2007
Howard Savings 1980 - 1992
Skills
Vendor Management, Risk Management, Relationship Management, Credit, Program Management, Marketing Communications, Marketing Strategy, Sales Management, Account Management, Banking, New Business Development, Customer Service, Project Management, Loans, Sales, Business Development, Retail Banking, Budgets, Strategic Planning, Process Improvement, Management, Business Analysis, Leadership, Team Building, Strategy, Training
Education
Fordham University 1980 — 1983
Master of Business Administration (MBA)
St. Peter's College 1973 — 1978
Bachelor of Science (BS), Marketing
Lyle Sawyer's Wachovia Experience February 1996 - July 2010
Job Private Banker at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2010 - Present
Wachovia February 1996 - July 2010
Skills
Wealth Management, Series 7, Investments, Asset Allocation, Retirement Planning, Strategic Financial..., Asset Management, Series 63, Private Banking, Banking
Education
Franklin University 1992 — 1996
Bachelor of Business Administration (BBA), Business Administration and Management, General
Morgan Stanley Wealth Management September 2010 - Present
Wachovia February 1996 - July 2010
Skills
Wealth Management, Series 7, Investments, Asset Allocation, Retirement Planning, Strategic Financial..., Asset Management, Series 63, Private Banking, Banking
Education
Franklin University 1992 — 1996
Bachelor of Business Administration (BBA), Business Administration and Management, General
Alice Moody's Wachovia Experience October 2004 - August 2005
Job APPRAISER I at WALTON COUNTY TAX ASSESSORS
Industry Banking
Experience
WALTON COUNTY TAX ASSESSORS January 2009 - Present
BANK OF MADISON August 2005 - September 2008
WACHOVIA October 2004 - August 2005
Skills
Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java, Loans, Mortgage Lending, Microsoft Office, Banking, Sales, Credit, Mortgage Banking
Education
The University of Georgia 1979 — 1981
Bachelor of Applied Science (B.A.Sc.), Family and Consumer Economics and Related Studies
Georgia College and State University 1977 — 1979
WALTON COUNTY TAX ASSESSORS January 2009 - Present
BANK OF MADISON August 2005 - September 2008
WACHOVIA October 2004 - August 2005
Skills
Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java, Loans, Mortgage Lending, Microsoft Office, Banking, Sales, Credit, Mortgage Banking
Education
The University of Georgia 1979 — 1981
Bachelor of Applied Science (B.A.Sc.), Family and Consumer Economics and Related Studies
Georgia College and State University 1977 — 1979
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.