Wachovia Company
Industry: Financial services company
DescriptionWachovia was a diversified financial services company based in Charlotte, North Carolina. Before its acquisition by Wells Fargo and Company in 2008, Wachovia was the fourth-largest bank holding company in the United States, based on total assets. Headquarters: Charlotte, North Carolina, United States Acquisition date: 31 December 2008 Founded: 16 June 1879 Defunct: 2008 (as an independent corporation); 2011 (as a brand) Subsidiaries: Wells Fargo Advisors, Wachovia Service Corp, Parent organization: Wells Fargo
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Wachovia Employees
Employee
Years
Job
Industry
Stacy Szabla Stacy Szabla's Wachovia Experience October 2005 - July 2009
Job General Manager Sulfur at Martin Energy Resource Management
Industry Oil & Energy
Experience
Martin Energy Resource Management May 2012 - Present
Gavilon Group, LLC July 2009 - April 2012
Wachovia October 2005 - July 2009
Solarc May 2003 - September 2005
Williams Energy April 1997 - May 2003
Williams Company 1997 - 2003
Skills
Natural Gas, Trading, Procurement, Commodity, Commodity Markets, Swaps, Contract Negotiation, Options, Management, Hedging, Risk Management, Gas, Power Trading, Financial Modeling, Energy, Energy Markets, Commodity Risk..., Financial Risk, Natural Gas Trading, Trading Strategies, Pipelines, Operational Risk, Sales Presentations
Education
Oklahoma State University 1992 — 1997
Bachelor of Science Degree in Business Adminstration, Double major in Marketing and International Businss with emphasis in Finance and French
Martin Energy Resource Management May 2012 - Present
Gavilon Group, LLC July 2009 - April 2012
Wachovia October 2005 - July 2009
Solarc May 2003 - September 2005
Williams Energy April 1997 - May 2003
Williams Company 1997 - 2003
Skills
Natural Gas, Trading, Procurement, Commodity, Commodity Markets, Swaps, Contract Negotiation, Options, Management, Hedging, Risk Management, Gas, Power Trading, Financial Modeling, Energy, Energy Markets, Commodity Risk..., Financial Risk, Natural Gas Trading, Trading Strategies, Pipelines, Operational Risk, Sales Presentations
Education
Oklahoma State University 1992 — 1997
Bachelor of Science Degree in Business Adminstration, Double major in Marketing and International Businss with emphasis in Finance and French
Ronald E. (Ron) Garrow Ronald E. (Ron) Garrow's Wachovia Experience March 2003 - April 2004
Job Chief Human Resources Officer at MasterCard
Industry Human Resources
Experience
MasterCard April 2013 - Present
MasterCard March 2010 - March 2013
Bank of America September 2008 - March 2010
Bank of America February 2008 - September 2008
Bank of America April 2004 - February 2008
Wachovia March 2003 - April 2004
Wachovia December 2000 - April 2004
First Union National Bank September 1999 - November 2000
First Union National Bank March 1992 - November 2000
First Union National Bank August 1984 - March 1992
Education
Pfeiffer University 1990 — 1993
MBA, MBA
University of North Carolina at Charlotte 1982 — 1986
BA, Business
MasterCard April 2013 - Present
MasterCard March 2010 - March 2013
Bank of America September 2008 - March 2010
Bank of America February 2008 - September 2008
Bank of America April 2004 - February 2008
Wachovia March 2003 - April 2004
Wachovia December 2000 - April 2004
First Union National Bank September 1999 - November 2000
First Union National Bank March 1992 - November 2000
First Union National Bank August 1984 - March 1992
Education
Pfeiffer University 1990 — 1993
MBA, MBA
University of North Carolina at Charlotte 1982 — 1986
BA, Business
Anna (Nancy) Graboyes Anna (Nancy) Graboyes's Wachovia Experience September 1989 - February 2007
Job Collections Admin Specialist
Industry Financial Services
Experience
The Franklin Mint Federal Credit Union March 2014 - Present
PNC August 2007 - October 2013
Wachovia September 1989 - February 2007
Skills
Credit Risk, Credit Analysis, Loans, underwriting, Compliance, Customer Satisfaction, Documentations, Financial Analysis, Financial Risk, Internal Audit, External Audit, Legal Documents, Microsoft Office, Analysis, Investments, Portfolio Management, Underwriting
Education
Peirce College 1987 — 1989
Associate of Arts (AA), Paralegal, 3.950
Cardinal O'Hara High School
Business
The Franklin Mint Federal Credit Union March 2014 - Present
PNC August 2007 - October 2013
Wachovia September 1989 - February 2007
Skills
Credit Risk, Credit Analysis, Loans, underwriting, Compliance, Customer Satisfaction, Documentations, Financial Analysis, Financial Risk, Internal Audit, External Audit, Legal Documents, Microsoft Office, Analysis, Investments, Portfolio Management, Underwriting
Education
Peirce College 1987 — 1989
Associate of Arts (AA), Paralegal, 3.950
Cardinal O'Hara High School
Business
Jessica Steves Jessica Steves's Wachovia Experience February 2002 - December 2003
Job Marketing Coordinator at AIReS
Industry Real Estate
Experience
AIReS April 2012 - Present
Citizens Bank August 2011 - April 2012
SunTrust Bank May 2010 - September 2011
DoD Community Bank May 2007 - April 2010
DoD Community Bank May 2007 - April 2010
Andrews Federal Credit Union March 2004 - December 2006
Wachovia February 2002 - December 2003
Providian Financial March 2000 - December 2001
Progressive Medical Specialists January 1999 - January 2000
Giant Eagle Grocery Store May 1994 - March 1999
Skills
Loans, Banking, Customer Service, Project Management, Employee Training, Project Planning, Deposits, Cash Management, Branch Banking, Financial Services, Human Resources, Credit, Consumer Lending, Mortgage Lending, Retail Banking, Cross Selling, Commercial Banking, Credit Analysis, Underwriting, Insurance, Leadership, Sales, Employee Relations, Management, Performance Management, Business Development, Finance, Coaching, Customer Retention, Interviews, Program Management, Benefits Administration, Negotiation, Vendor Management, Software Documentation, Sales Management, Marketing, Policy
Education
University of Oklahoma 2004 — 2006
MHR, Human Relations
Penn State University 1994 — 1998
B.S., Administration of Justice
University of Maryland University College 2007 — 2010
B.S., Human Resource Management
AIReS April 2012 - Present
Citizens Bank August 2011 - April 2012
SunTrust Bank May 2010 - September 2011
DoD Community Bank May 2007 - April 2010
DoD Community Bank May 2007 - April 2010
Andrews Federal Credit Union March 2004 - December 2006
Wachovia February 2002 - December 2003
Providian Financial March 2000 - December 2001
Progressive Medical Specialists January 1999 - January 2000
Giant Eagle Grocery Store May 1994 - March 1999
Skills
Loans, Banking, Customer Service, Project Management, Employee Training, Project Planning, Deposits, Cash Management, Branch Banking, Financial Services, Human Resources, Credit, Consumer Lending, Mortgage Lending, Retail Banking, Cross Selling, Commercial Banking, Credit Analysis, Underwriting, Insurance, Leadership, Sales, Employee Relations, Management, Performance Management, Business Development, Finance, Coaching, Customer Retention, Interviews, Program Management, Benefits Administration, Negotiation, Vendor Management, Software Documentation, Sales Management, Marketing, Policy
Education
University of Oklahoma 2004 — 2006
MHR, Human Relations
Penn State University 1994 — 1998
B.S., Administration of Justice
University of Maryland University College 2007 — 2010
B.S., Human Resource Management
Jason Redmond Jason Redmond's Wachovia Experience 2002 - 2008
Job Manager, Mortgage Loan Sales at Kinecta Federal Credit Union
Industry Banking
Experience
Kinecta Federal Credit Union 2014 - Present
Citi 2012 - Present
JP Morgan Chase 2009 - 2012
Silverstar Finance, Inc. 2008 - 2009
Wachovia 2002 - 2008
World Savings 2002 - 2008
DANGO Systems Group 1999 - 2002
Skills
Loan Origination, Commercial Banking, Underwriting, Sales Process, Banking, Account Management, Loans, Investments, Credit, Mortgage Lending, Sales, FHA, Refinance, Process Improvement, Sales Management, Selling, Mortgage Banking, New Business Development, Customer Satisfaction, Asset Management, Marketing Strategy, Business Development, Real Estate, Management, Retail Banking, Strategic Planning, Portfolio Management, Relationship Management, Marketing, Financial Services, Commercial Lending, Team Building, Residential Mortgages, Leadership, Insurance, Finance, Risk Management, Credit Analysis, Financial Analysis, Executive Management, Strategic Financial..., Wealth Management, Mutual Funds, Real Estate Financing, Commercial Mortgages, Retirement Planning, Securities, Small Business Lending
Education
Pepperdine University 1997 — 1999
Bachelor of Science, Management
Kinecta Federal Credit Union 2014 - Present
Citi 2012 - Present
JP Morgan Chase 2009 - 2012
Silverstar Finance, Inc. 2008 - 2009
Wachovia 2002 - 2008
World Savings 2002 - 2008
DANGO Systems Group 1999 - 2002
Skills
Loan Origination, Commercial Banking, Underwriting, Sales Process, Banking, Account Management, Loans, Investments, Credit, Mortgage Lending, Sales, FHA, Refinance, Process Improvement, Sales Management, Selling, Mortgage Banking, New Business Development, Customer Satisfaction, Asset Management, Marketing Strategy, Business Development, Real Estate, Management, Retail Banking, Strategic Planning, Portfolio Management, Relationship Management, Marketing, Financial Services, Commercial Lending, Team Building, Residential Mortgages, Leadership, Insurance, Finance, Risk Management, Credit Analysis, Financial Analysis, Executive Management, Strategic Financial..., Wealth Management, Mutual Funds, Real Estate Financing, Commercial Mortgages, Retirement Planning, Securities, Small Business Lending
Education
Pepperdine University 1997 — 1999
Bachelor of Science, Management
Karen Bloem-Peyton Karen Bloem-Peyton's Wachovia Experience 1986 - 2008
Job CEO/Owner at Karen Bloem Appraisals
Industry Real Estate
Experience
Karen Bloem Appraisals October 2009 - Present
Owner - self employed November 2009 - December 2013
RELS March 2011 - November 2013
World Savings/Wachovia June 1986 - December 2008
wachovia 1986 - 2008
world savings 1986 - 2008
Wachovia Bank 1986 - 2008
wachovia 1980 - 2008
Skills
Appraisals, Residential, Customer Service, REO, Appraising, FHA, Foreclosures, Single Family Homes, Real Estate, Condos, Short Sales, Appraisal, Investment Properties, Home, Valuation, Real Estate Investment, Real Estate Development, Market Analysis, First Time Home Buyers, Refinance, Real Estate Economics, Investors, HUD, FHA financing, SFR, Management, Residential Homes, FHA Financing
Education
Pasadena City College 1981 — 1984
Real Estate
south hills high school 1970 — 1974
diploma, general
Karen Bloem Appraisals October 2009 - Present
Owner - self employed November 2009 - December 2013
RELS March 2011 - November 2013
World Savings/Wachovia June 1986 - December 2008
wachovia 1986 - 2008
world savings 1986 - 2008
Wachovia Bank 1986 - 2008
wachovia 1980 - 2008
Skills
Appraisals, Residential, Customer Service, REO, Appraising, FHA, Foreclosures, Single Family Homes, Real Estate, Condos, Short Sales, Appraisal, Investment Properties, Home, Valuation, Real Estate Investment, Real Estate Development, Market Analysis, First Time Home Buyers, Refinance, Real Estate Economics, Investors, HUD, FHA financing, SFR, Management, Residential Homes, FHA Financing
Education
Pasadena City College 1981 — 1984
Real Estate
south hills high school 1970 — 1974
diploma, general
Rick Davis, CIA Rick Davis, CIA's Wachovia Experience January 1998 - October 2007
Job Lead Business Manager IT at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2015 - Present
TIAA-CREF May 2013 - May 2015
Axis Technology, LLC March 2011 - April 2013
Wells Fargo December 2009 - March 2011
Wells Fargo May 2009 - November 2009
Fidelity Investments November 2007 - February 2009
Wachovia January 1998 - October 2007
Wachovia May 1993 - December 1997
First Union June 1988 - April 1993
Skills
Defined Benefit, Defined Contribution, Plan Conversions, Money Purchase, Non-Qualified Deferred..., Risk Management, 401k, Internal Audit, Financial Services, Program Management, Retirement, Strategy, Relationship Management, Process Improvement, Leadership, Business Process, Project Management, Six Sigma, PMO, Vendor Management, Project Portfolio..., Series 7, Integration, Change Management, Requirements Gathering, Portfolio Management, MS Project, Management, SDLC, Project Planning, Business Process..., Business Intelligence, Agile Methodologies, Business Analysis, Microsoft Project
Education
Ohio University 1981 — 1985
B.S., Communications
UNC Chapel Hill
Advanced Management, Banking
TIAA-CREF June 2015 - Present
TIAA-CREF May 2013 - May 2015
Axis Technology, LLC March 2011 - April 2013
Wells Fargo December 2009 - March 2011
Wells Fargo May 2009 - November 2009
Fidelity Investments November 2007 - February 2009
Wachovia January 1998 - October 2007
Wachovia May 1993 - December 1997
First Union June 1988 - April 1993
Skills
Defined Benefit, Defined Contribution, Plan Conversions, Money Purchase, Non-Qualified Deferred..., Risk Management, 401k, Internal Audit, Financial Services, Program Management, Retirement, Strategy, Relationship Management, Process Improvement, Leadership, Business Process, Project Management, Six Sigma, PMO, Vendor Management, Project Portfolio..., Series 7, Integration, Change Management, Requirements Gathering, Portfolio Management, MS Project, Management, SDLC, Project Planning, Business Process..., Business Intelligence, Agile Methodologies, Business Analysis, Microsoft Project
Education
Ohio University 1981 — 1985
B.S., Communications
UNC Chapel Hill
Advanced Management, Banking
Jon Woolf Jon Woolf's Wachovia Experience October 2006 - October 2008
Job Remodeling Consultant at Power Home Remodeling Group
Industry Banking
Experience
Power Home Remodeling Group 2012 - Present
Wachovia October 2006 - October 2008
Skills
Account Management, Banking, CRM, Cold Calling, Credit, Customer Service, Customer Satisfaction, Leadership, Loans, Marketing, Mortgage Lending, New Business Development, Sales, Sales Management, Salesforce.com, Selling, Team Building, Training
Education
Penn State University 2002 — 2006
bs, Economics
Power Home Remodeling Group 2012 - Present
Wachovia October 2006 - October 2008
Skills
Account Management, Banking, CRM, Cold Calling, Credit, Customer Service, Customer Satisfaction, Leadership, Loans, Marketing, Mortgage Lending, New Business Development, Sales, Sales Management, Salesforce.com, Selling, Team Building, Training
Education
Penn State University 2002 — 2006
bs, Economics
Paul Anderson, CFP® Paul Anderson, CFP®'s Wachovia Experience 2000 - 2002
Job Managing Director & Senior Portfolio Manager with Private Client Reserve of U.S. Bank
Industry Investment Management
Experience
The Private Client Reserve of U.S. Bank 2006 - Present
UBS 2002 - 2005
Wachovia 2000 - 2002
J.C. Bradford 1993 - 2000
Skills
Investments, Asset Allocation, Portfolio Management, Wealth Management, Wealth Management..., Bonds, Fixed Income, Asset Managment, Investment Strategies, Private Banking, Strategic Financial..., Separately Managed..., Investment Management, Certified Financial..., High Net Worth..., Trust Services, Strategic Planning, Relationship Management, Cash Management, Family Office, ETFs, Wealth, Mutual Funds, Risk Management
Education
Penn State University 1983 — 1987
BS, Economics
The Private Client Reserve of U.S. Bank 2006 - Present
UBS 2002 - 2005
Wachovia 2000 - 2002
J.C. Bradford 1993 - 2000
Skills
Investments, Asset Allocation, Portfolio Management, Wealth Management, Wealth Management..., Bonds, Fixed Income, Asset Managment, Investment Strategies, Private Banking, Strategic Financial..., Separately Managed..., Investment Management, Certified Financial..., High Net Worth..., Trust Services, Strategic Planning, Relationship Management, Cash Management, Family Office, ETFs, Wealth, Mutual Funds, Risk Management
Education
Penn State University 1983 — 1987
BS, Economics
Richard Candelaria Richard Candelaria's Wachovia Experience July 2007 - March 2009
Job Mortgage Banking Sr Processor at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2012 - Present
JPMorgan Chase July 2010 - July 2012
JPMorgan Chase July 2009 - June 2010
Wachovia July 2007 - March 2009
World Savings July 2004 - June 2007
Intuit April 2003 - June 2004
Boys & Girls Clubs of America (San Dieguito) January 2002 - April 2003
QSR Managment February 1999 - January 2002
United States Marine Corps January 1995 - January 1999
Skills
Mortgage Underwriting, Mortgage Lending, Mortgage Banking, Residential Mortgages, Real Estate Transactions, Loan Modifications, Employee Training, Loss Mitigation, Underwriting, Analysis, Credit Analysis, Loan Origination, FHA, Credit, Loans, Commercial Lending, Refinance, Portfolio Management
Education
University of Phoenix-San Diego Campus 2001 — 2004
Bachelor of Science (B.S.), Marketing
University of Phoenix-San Diego Campus 2001 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Pasadena City College 1993 — 1995
St. Francis High School 1989 — 1993
Diploma, College Prepatory
JPMorgan Chase June 2012 - Present
JPMorgan Chase July 2010 - July 2012
JPMorgan Chase July 2009 - June 2010
Wachovia July 2007 - March 2009
World Savings July 2004 - June 2007
Intuit April 2003 - June 2004
Boys & Girls Clubs of America (San Dieguito) January 2002 - April 2003
QSR Managment February 1999 - January 2002
United States Marine Corps January 1995 - January 1999
Skills
Mortgage Underwriting, Mortgage Lending, Mortgage Banking, Residential Mortgages, Real Estate Transactions, Loan Modifications, Employee Training, Loss Mitigation, Underwriting, Analysis, Credit Analysis, Loan Origination, FHA, Credit, Loans, Commercial Lending, Refinance, Portfolio Management
Education
University of Phoenix-San Diego Campus 2001 — 2004
Bachelor of Science (B.S.), Marketing
University of Phoenix-San Diego Campus 2001 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Pasadena City College 1993 — 1995
St. Francis High School 1989 — 1993
Diploma, College Prepatory
Alana Moodie's Wachovia Experience January 2002 - May 2011
Job Market ManagerPensacola, Panhandle Market at Humana
Industry Insurance
Experience
Humana March 2013 - Present
Humana May 2011 - February 2013
Wachovia January 2002 - May 2011
Charles Schwab June 2000 - December 2001
Skills
Sales, Insurance, Investments, Credit, Loans, Finance, Retirement Planning, Series 7, Mortgage Lending, Retirement, Customer Service
Education
University of Central Florida 1998 — 2000
Bachelor of Science (B.S.), Finance, General
Pensacola Junior College 1996 — 1998
Associate of Arts (A.A.), Business Administration and Management, General
Humana March 2013 - Present
Humana May 2011 - February 2013
Wachovia January 2002 - May 2011
Charles Schwab June 2000 - December 2001
Skills
Sales, Insurance, Investments, Credit, Loans, Finance, Retirement Planning, Series 7, Mortgage Lending, Retirement, Customer Service
Education
University of Central Florida 1998 — 2000
Bachelor of Science (B.S.), Finance, General
Pensacola Junior College 1996 — 1998
Associate of Arts (A.A.), Business Administration and Management, General
Adam Holtzschue Adam Holtzschue's Wachovia Experience 2007 - 2009
Job Head of Lending & Banking Services at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors June 2012 - Present
Wells Fargo January 2009 - June 2012
Wachovia 2007 - 2009
Wachovia 2000 - 2007
First Union National Bank 1992 - 2000
Skills
Wealth Management, Series 7, Asset Allocation, Securities, Retirement Planning, Investments, Credit Risk, Investment Management, Strategic Financial..., Equities, Commercial Banking, Portfolio Management, Credit Analysis, Investment Advisory, Loans
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Securities Industry Institute
Wake Forest University - Babcock Graduate School of Management 1990 — 1992
MBA, Management & Corporate Finance
Ohio Wesleyan University 1982 — 1986
BA, Psychology, Minor in Economics
Wells Fargo Advisors June 2012 - Present
Wells Fargo January 2009 - June 2012
Wachovia 2007 - 2009
Wachovia 2000 - 2007
First Union National Bank 1992 - 2000
Skills
Wealth Management, Series 7, Asset Allocation, Securities, Retirement Planning, Investments, Credit Risk, Investment Management, Strategic Financial..., Equities, Commercial Banking, Portfolio Management, Credit Analysis, Investment Advisory, Loans
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Securities Industry Institute
Wake Forest University - Babcock Graduate School of Management 1990 — 1992
MBA, Management & Corporate Finance
Ohio Wesleyan University 1982 — 1986
BA, Psychology, Minor in Economics
Jeff Jones's Wachovia Experience February 1998 - June 2006
Job Sales Manager for Midlands and Pee Dee
Industry Banking
Experience
Movement Mortgage, LLC November 2013 - Present
JGJ Enterprises January 2000 - Present
Darlington Raceway September 1997 - Present
BB&T August 2011 - November 2013
First Reliance Bank December 2010 - August 2011
Bank of America Home Loans November 2006 - December 2010
Wachovia February 1998 - June 2006
Skills
Mortgage Lending,..., Mortgage Banking, Mortgage Lending, Refinance, FHA financing, Loan Origination, Loans, Residential Mortgages, First Time Home Buyers, Credit, VA loans, Underwriting, Investment Properties, Credit Analysis, Government Loans, Banking, Consumer Lending, Real Estate, Home Equity Lines of..., Reverse Mortgages, Mortgage Underwriting
Education
South Carolina School of Banking 1998 — 2001
Pfeiffer University 1989 — 1993
BS, Business Adminstration and Economics
Movement Mortgage, LLC November 2013 - Present
JGJ Enterprises January 2000 - Present
Darlington Raceway September 1997 - Present
BB&T August 2011 - November 2013
First Reliance Bank December 2010 - August 2011
Bank of America Home Loans November 2006 - December 2010
Wachovia February 1998 - June 2006
Skills
Mortgage Lending,..., Mortgage Banking, Mortgage Lending, Refinance, FHA financing, Loan Origination, Loans, Residential Mortgages, First Time Home Buyers, Credit, VA loans, Underwriting, Investment Properties, Credit Analysis, Government Loans, Banking, Consumer Lending, Real Estate, Home Equity Lines of..., Reverse Mortgages, Mortgage Underwriting
Education
South Carolina School of Banking 1998 — 2001
Pfeiffer University 1989 — 1993
BS, Business Adminstration and Economics
Douglas Maxham, CISSP's Wachovia Experience September 2005 - June 2006
Job Senior Security Architect
Industry Airlines/Aviation
Experience
American Airlines February 2014 - Present
TEKsystems @ Bank of America July 2012 - January 2014
Luminant March 2011 - June 2012
Accuvant 2010 - 2011
Stevens Technologies (STI) November 2009 - June 2010
CPSG Partners / Partners Consulting April 2008 - February 2009
Sterling Commerce (InfoVision) March 2007 - October 2007
Stevens Technology January 2007 - March 2007
Wachovia September 2005 - June 2006
CIBER 2003 - 2005
Skills
Information Security, Information Security..., Security, Disaster Recovery, Business Continuity, Information Assurance, Security Architecture..., Enterprise Architecture, Penetration Testing, CISSP, Risk Management, Computer Security, Enterprise Software, PCI DSS, FISMA, Software Documentation, Program Management, Identity Management, CRM, Vulnerability Management, Information Technology, Management, Data Security, Risk Governance, Controls Assessment, Network Security, Integration, Consulting, Project Management
Education
Southern Methodist University 2009 — 2009
Management
Oklahoma State University 1979 — 1984
MA, Speech Communication
American Airlines February 2014 - Present
TEKsystems @ Bank of America July 2012 - January 2014
Luminant March 2011 - June 2012
Accuvant 2010 - 2011
Stevens Technologies (STI) November 2009 - June 2010
CPSG Partners / Partners Consulting April 2008 - February 2009
Sterling Commerce (InfoVision) March 2007 - October 2007
Stevens Technology January 2007 - March 2007
Wachovia September 2005 - June 2006
CIBER 2003 - 2005
Skills
Information Security, Information Security..., Security, Disaster Recovery, Business Continuity, Information Assurance, Security Architecture..., Enterprise Architecture, Penetration Testing, CISSP, Risk Management, Computer Security, Enterprise Software, PCI DSS, FISMA, Software Documentation, Program Management, Identity Management, CRM, Vulnerability Management, Information Technology, Management, Data Security, Risk Governance, Controls Assessment, Network Security, Integration, Consulting, Project Management
Education
Southern Methodist University 2009 — 2009
Management
Oklahoma State University 1979 — 1984
MA, Speech Communication
Angelo Dixon Angelo Dixon's Wachovia Experience May 2004 - February 2010
Job Office 365 Onboarding Engineer at Microsoft
Industry Information Technology and Services
Experience
Microsoft May 2015 - Present
Charlotte Works August 2011 - Present
Cardinal Health March 2015 - May 2015
LPL Financial June 2014 - February 2015
Audiology Systems Inc December 2012 - February 2014
Velocitor Solutions May 2010 - July 2011
Delhaize America May 2010 - April 2011
Wachovia May 2004 - February 2010
Wells Fargo Bank May 2002 - May 2004
Skills
VMware ESX, Networking, Active Directory, Clinical Support, Windows 7, Help Desk Support, Microsoft Office, Microsoft Exchange, Software Installation, VPN, Network Administration, Operating Systems, Organizational..., Hyper-V, Outlook, BMC Remedy, Team Leadership, Technical Support, Training, Servers, Remote Desktop, VoIP, Hardware, Medical Devices, Contract Negotiation, Consultative Sales..., Software Documentation, Vendor Management, Business Networking, Salesforce.com, Medical Terminology, Information Technology
Education
Pfeiffer University 2008 — 2010
M.S., Organizational Change Management
University of North Carolina at Charlotte 2000 — 2004
B.S., Criminal Justice
Microsoft May 2015 - Present
Charlotte Works August 2011 - Present
Cardinal Health March 2015 - May 2015
LPL Financial June 2014 - February 2015
Audiology Systems Inc December 2012 - February 2014
Velocitor Solutions May 2010 - July 2011
Delhaize America May 2010 - April 2011
Wachovia May 2004 - February 2010
Wells Fargo Bank May 2002 - May 2004
Skills
VMware ESX, Networking, Active Directory, Clinical Support, Windows 7, Help Desk Support, Microsoft Office, Microsoft Exchange, Software Installation, VPN, Network Administration, Operating Systems, Organizational..., Hyper-V, Outlook, BMC Remedy, Team Leadership, Technical Support, Training, Servers, Remote Desktop, VoIP, Hardware, Medical Devices, Contract Negotiation, Consultative Sales..., Software Documentation, Vendor Management, Business Networking, Salesforce.com, Medical Terminology, Information Technology
Education
Pfeiffer University 2008 — 2010
M.S., Organizational Change Management
University of North Carolina at Charlotte 2000 — 2004
B.S., Criminal Justice
Marvin Rolle Marvin Rolle's Wachovia Experience March 2007 - August 2011
Job Software Test Coordinator
Industry Banking
Experience
Wells Fargo Advisors November 2012 - Present
Wachovia, A Wells Fargo Company August 2011 - November 2012
Wachovia March 2007 - August 2011
Skills
Quality Center 9.2, User Acceptance Testing, Quality Assurance, Quality Center, SDLC, Test Planning, Process Improvement, Management, Testing, Customer Service, Requirements Analysis, Business Analysis
Education
Pfeiffer University 1997 — 2000
Master of Business Administration (MBA), Business Administration and Management, General, 3.4
Wells Fargo Advisors November 2012 - Present
Wachovia, A Wells Fargo Company August 2011 - November 2012
Wachovia March 2007 - August 2011
Skills
Quality Center 9.2, User Acceptance Testing, Quality Assurance, Quality Center, SDLC, Test Planning, Process Improvement, Management, Testing, Customer Service, Requirements Analysis, Business Analysis
Education
Pfeiffer University 1997 — 2000
Master of Business Administration (MBA), Business Administration and Management, General, 3.4
Jonathan Schuck Jonathan Schuck's Wachovia Experience 1998 - 2009
Job Director, Real Estate Assessment/Tax Claim
Industry Government Administration
Experience
County of Chester 2009 - Present
Wachovia 1998 - 2009
First Union 1996 - 1998
First Fidelity Bancorporation 1994 - 1996
First Fidelity Bancorporation 1991 - 1994
Skills
Risk Management, Project Management, Training, Public Speaking, Program Management, Financial Analysis, Leadership, Banking, Nonprofits, Credit, Microsoft Office, Coaching, Process Improvement, Auditing, Community Outreach, Management
Education
Widener University 1994 — 1997
M.B.A., Finance & Accounting
Penn State University 1987 — 1991
B.S., Finance & Business Law
County of Chester 2009 - Present
Wachovia 1998 - 2009
First Union 1996 - 1998
First Fidelity Bancorporation 1994 - 1996
First Fidelity Bancorporation 1991 - 1994
Skills
Risk Management, Project Management, Training, Public Speaking, Program Management, Financial Analysis, Leadership, Banking, Nonprofits, Credit, Microsoft Office, Coaching, Process Improvement, Auditing, Community Outreach, Management
Education
Widener University 1994 — 1997
M.B.A., Finance & Accounting
Penn State University 1987 — 1991
B.S., Finance & Business Law
Franco Stipa Franco Stipa's Wachovia Experience 1996 - 2007
Job AVP Pricing & Analytics Data Modeling at Aramark
Industry Information Services
Experience
Aramark April 2015 - Present
ARAMARK June 2011 - April 2015
Lincoln Financial Group June 2008 - June 2011
Wachovia Bank December 1996 - October 2007
wachovia 1996 - 2007
Skills
Problem Solving, Change Management, Data Governance, Managing Employees, Analytics, Data Quality, Process Improvement, Business Intelligence, Performance Management, Team Leadership, Continuous Improvement, Operations Management, Business Process..., SQL, SAS, SPSS, Access, Excel, Master Data Management, Data Science, Management, Microsoft Excel, SDLC, Data Analysis, Visio, Business Analysis, Data Warehousing, Data Mining, Data Modeling, Vendor Management, Software Documentation, Databases, Leadership, Integration, Requirements Analysis, Program Management, CRM, Risk Management, Project Management, Quality Assurance, SharePoint, Statistical Modeling, Forecasting, Analysis
Education
Penn State University 1990 — 1995
BS, Astronomy & Astrophysics
Aramark April 2015 - Present
ARAMARK June 2011 - April 2015
Lincoln Financial Group June 2008 - June 2011
Wachovia Bank December 1996 - October 2007
wachovia 1996 - 2007
Skills
Problem Solving, Change Management, Data Governance, Managing Employees, Analytics, Data Quality, Process Improvement, Business Intelligence, Performance Management, Team Leadership, Continuous Improvement, Operations Management, Business Process..., SQL, SAS, SPSS, Access, Excel, Master Data Management, Data Science, Management, Microsoft Excel, SDLC, Data Analysis, Visio, Business Analysis, Data Warehousing, Data Mining, Data Modeling, Vendor Management, Software Documentation, Databases, Leadership, Integration, Requirements Analysis, Program Management, CRM, Risk Management, Project Management, Quality Assurance, SharePoint, Statistical Modeling, Forecasting, Analysis
Education
Penn State University 1990 — 1995
BS, Astronomy & Astrophysics
Jeffrey Creech, CPA, CMA, PMP Jeffrey Creech, CPA, CMA, PMP's Wachovia Experience 1990 - 1996
Job National Director, Experis
Industry Financial Services
Experience
Experis (formerly Jefferson Wells) January 2008 - Present
Springs Global - CPG September 1996 - February 2007
Wachovia 1990 - 1996
Ernst & Young September 1986 - October 1990
Deloitte June 1984 - September 1986
Skills
Process Improvement, Acquisition Integration, Financial Analysis, Forecasting, Finance, Business Process..., Change Management, Risk Management, Financial Reporting, Leadership, Internal Controls, Accounting, Management Consulting, Business Development, Mergers & Acquisitions, Executive Management, Strategic Financial..., Financial Modeling, Managerial Finance, Enterprise Risk..., Strategy, Due Diligence
Education
American Military Univ. Graduate Program 1994 — 1998
MA, Military Studies
Pfeiffer University 1982 — 1984
BS, Accounting
United States Military Academy at West Point 1980 — 1982
Experis (formerly Jefferson Wells) January 2008 - Present
Springs Global - CPG September 1996 - February 2007
Wachovia 1990 - 1996
Ernst & Young September 1986 - October 1990
Deloitte June 1984 - September 1986
Skills
Process Improvement, Acquisition Integration, Financial Analysis, Forecasting, Finance, Business Process..., Change Management, Risk Management, Financial Reporting, Leadership, Internal Controls, Accounting, Management Consulting, Business Development, Mergers & Acquisitions, Executive Management, Strategic Financial..., Financial Modeling, Managerial Finance, Enterprise Risk..., Strategy, Due Diligence
Education
American Military Univ. Graduate Program 1994 — 1998
MA, Military Studies
Pfeiffer University 1982 — 1984
BS, Accounting
United States Military Academy at West Point 1980 — 1982
Dan Perrin Dan Perrin's Wachovia Experience October 2003 - January 2007
Job Network Security Engineer at Bank of America
Industry Information Technology and Services
Experience
Bank of America December 2013 - Present
Wells Fargo January 2007 - Present
Wachovia October 2003 - January 2007
Computer Sciences Corporation March 2001 - July 2003
Piedmont Technology Group 1999 - 2000
Skills
Sun Certified Java..., Disaster Recovery, Enterprise Architecture, Unix, Websphere, Virtualization, AIX, SDLC, Integration
Education
Oklahoma State University 1972 — 1975
Wildlife Ecology
Bank of America December 2013 - Present
Wells Fargo January 2007 - Present
Wachovia October 2003 - January 2007
Computer Sciences Corporation March 2001 - July 2003
Piedmont Technology Group 1999 - 2000
Skills
Sun Certified Java..., Disaster Recovery, Enterprise Architecture, Unix, Websphere, Virtualization, AIX, SDLC, Integration
Education
Oklahoma State University 1972 — 1975
Wildlife Ecology
Barbara Mealmaker Barbara Mealmaker's Wachovia Experience 2000 - 2004
Job SVP/Service & Market Administration Greater Phila Market
Industry Financial Services
Experience
Citizens Bank August 2004 - Present
Citizens Financial Group 2004 - Present
Citizens Bank / Royal Bank of Scotland 2004 - Present
Junior Achievement of New Jersey 1997 - September 2010
Wachovia Bank June 1973 - July 2004
Wachovia 2000 - 2004
First Union 1973 - 2004
First Union National Bank 1996 - 2002
Industrial Valley Bank 1983 - 1987
Skills
Credit, Banking, Credit Analysis, Retail Banking, Fundraising, Loans, Leadership, Consumer Lending, Coaching, Commercial Lending, Commercial Banking, Risk Management, Financial Risk, Mergers, Customer Service, Small Business Lending, Mergers & Acquisitions, Operational Risk..., Portfolio Management, AML, Process Improvement, Event Management, Mortgage Lending, Performance Management, Retail, Financial Analysis, Bank Secrecy Act, Branch Management, Cross Selling, Mortgage Banking, Operational Risk, Non-profit Volunteering, Lines Of Credit
Education
Penn State University 1973 — 1977
Journalism
Marple Newtown
Citizens Bank August 2004 - Present
Citizens Financial Group 2004 - Present
Citizens Bank / Royal Bank of Scotland 2004 - Present
Junior Achievement of New Jersey 1997 - September 2010
Wachovia Bank June 1973 - July 2004
Wachovia 2000 - 2004
First Union 1973 - 2004
First Union National Bank 1996 - 2002
Industrial Valley Bank 1983 - 1987
Skills
Credit, Banking, Credit Analysis, Retail Banking, Fundraising, Loans, Leadership, Consumer Lending, Coaching, Commercial Lending, Commercial Banking, Risk Management, Financial Risk, Mergers, Customer Service, Small Business Lending, Mergers & Acquisitions, Operational Risk..., Portfolio Management, AML, Process Improvement, Event Management, Mortgage Lending, Performance Management, Retail, Financial Analysis, Bank Secrecy Act, Branch Management, Cross Selling, Mortgage Banking, Operational Risk, Non-profit Volunteering, Lines Of Credit
Education
Penn State University 1973 — 1977
Journalism
Marple Newtown
Larry Kantner NMLSR # 177223 Larry Kantner NMLSR # 177223's Wachovia Experience April 2001 - March 2009
Job Mortgage Loan Officer at PNC Mortgage
Industry Financial Services
Experience
PNC Mortgage July 2014 - Present
Wells Fargo Home Mortgage July 2011 - June 2014
Embrace Home Loans, Inc. May 2009 - June 2011
Wachovia Bank February 2007 - April 2009
Wachovia April 2001 - March 2009
DLM/Mortgage January 2007 - August 2008
World Mortgage April 2001 - January 2007
Home Loan Experts/World Mortgage October 2005 - December 2006
World Mortgage August 2004 - September 2005
World Mortgage March 2002 - May 2003
Skills
Loan Origination, Loans, Mortgage Lending, Customer Service, Banking, Mortgage Banking, FHA, Leadership, Sales Management, Underwriting, Finance, Management
Education
Penn State University 1980 — 1984
BA, Journalism
Cheltenham High School 1976 — 1980
High School diploma
Pennsylvania State University, State
PNC Mortgage July 2014 - Present
Wells Fargo Home Mortgage July 2011 - June 2014
Embrace Home Loans, Inc. May 2009 - June 2011
Wachovia Bank February 2007 - April 2009
Wachovia April 2001 - March 2009
DLM/Mortgage January 2007 - August 2008
World Mortgage April 2001 - January 2007
Home Loan Experts/World Mortgage October 2005 - December 2006
World Mortgage August 2004 - September 2005
World Mortgage March 2002 - May 2003
Skills
Loan Origination, Loans, Mortgage Lending, Customer Service, Banking, Mortgage Banking, FHA, Leadership, Sales Management, Underwriting, Finance, Management
Education
Penn State University 1980 — 1984
BA, Journalism
Cheltenham High School 1976 — 1980
High School diploma
Pennsylvania State University, State
Amy Lessack Amy Lessack's Wachovia Experience November 1995 - October 2009
Job Director of ABC University at AmerisourceBergen
Industry Financial Services
Experience
AmerisourceBergen September 2011 - Present
Wells Fargo October 2009 - August 2011
Wachovia, A Wells Fargo Company 1995 - 2011
Wachovia November 1995 - October 2009
First Union 1995 - 2001
PNC Bank 1987 - 1994
Education
Pennsylvania State University-Great Valley Graduate Center 1996 — 2000
Education, Training Management, Design and Development
Penn State University 1983 — 1987
Business, Finance and Economics
AmerisourceBergen September 2011 - Present
Wells Fargo October 2009 - August 2011
Wachovia, A Wells Fargo Company 1995 - 2011
Wachovia November 1995 - October 2009
First Union 1995 - 2001
PNC Bank 1987 - 1994
Education
Pennsylvania State University-Great Valley Graduate Center 1996 — 2000
Education, Training Management, Design and Development
Penn State University 1983 — 1987
Business, Finance and Economics
Jaime A Martinez Jaime A Martinez's Wachovia Experience May 2006 - September 2007
Job Senior Project Manager at UTSA Texas International Business Accelerator
Industry Management Consulting
Experience
UTSA Texas International Business Accelerator September 2007 - Present
UTSA Texas International Business Accelerator August 2007 - Present
Wachovia May 2006 - September 2007
Frost Bank February 1999 - April 2005
Skills
Business Planning, New Business Development, Foreign Investment, Financial Analysis, International Business..., Strategic Planning, Management Consulting, Market Research, Business Development, Banking, Loans, Negotiation, International Trade, Marketing, Business Strategy, Finance, Analysis, Spanish, Portfolio Management, Data Analysis, Entrepreneurship, International Business, International Marketing, International Sales, Program Management, Public Speaking, Small Business, Start-ups, Leadership, Management, Strategy, Training, Budgets, Sales, Consulting, International Business..., Strategic Partnerships, Marketing Strategy, Sales Management, Logistics
Education
Our Lady of the Lake University 2008 — 2010
MBA, Business Management
The University of Texas at San Antonio 2000 — 2003
BA, International Business
UTSA Texas International Business Accelerator September 2007 - Present
UTSA Texas International Business Accelerator August 2007 - Present
Wachovia May 2006 - September 2007
Frost Bank February 1999 - April 2005
Skills
Business Planning, New Business Development, Foreign Investment, Financial Analysis, International Business..., Strategic Planning, Management Consulting, Market Research, Business Development, Banking, Loans, Negotiation, International Trade, Marketing, Business Strategy, Finance, Analysis, Spanish, Portfolio Management, Data Analysis, Entrepreneurship, International Business, International Marketing, International Sales, Program Management, Public Speaking, Small Business, Start-ups, Leadership, Management, Strategy, Training, Budgets, Sales, Consulting, International Business..., Strategic Partnerships, Marketing Strategy, Sales Management, Logistics
Education
Our Lady of the Lake University 2008 — 2010
MBA, Business Management
The University of Texas at San Antonio 2000 — 2003
BA, International Business
Charles Darling, SRA Charles Darling, SRA's Wachovia Experience July 2007 - September 2008
Job Accountant and Real Estate Appraiser
Industry Accounting
Experience
Darling Appraisal Services November 2001 - Present
Wachovia July 2007 - September 2008
World Savings August 2005 - July 2007
Skills
Residential Real Estate..., Taxation, Auditing, Appraisals, USPAP, Loss Mitigation, Accounting
Education
Old Dominion University 2011 — 2013
Master's degree, Accounting, 3.9
University of Virginia 1995 — 1998
Bachelor of Arts
Darling Appraisal Services November 2001 - Present
Wachovia July 2007 - September 2008
World Savings August 2005 - July 2007
Skills
Residential Real Estate..., Taxation, Auditing, Appraisals, USPAP, Loss Mitigation, Accounting
Education
Old Dominion University 2011 — 2013
Master's degree, Accounting, 3.9
University of Virginia 1995 — 1998
Bachelor of Arts
Andrew Au Andrew Au's Wachovia Experience January 2009 - February 2010
Job Community Organizer at Tech Talent South
Industry Education Management
Experience
Tech Talent South March 2015 - Present
Technekes LLC August 2014 - March 2015
Missionary Athletes International November 2013 - October 2014
Charlotte Eagles March 2011 - August 2014
Charlotte Eagles August 2010 - August 2014
Soccer Shots August 2012 - December 2012
K5 Sports August 2010 - June 2012
Energy Cafe April 2011 - August 2011
Wachovia January 2009 - February 2010
Wachovia September 2008 - December 2008
Skills
Social Media, Coaching, Social Media Marketing, Community Development, Blogging, Public Speaking, Sports Management, Youth Ministry, Facebook, Community Outreach, Youth Outreach, System Administration, Management, Sales, Ruby on Rails, Ruby, HTML 5, CSS, Sports Marketing, Missions, Soccer, Sports Writing, Sponsorship, Athletics, Nonprofits, Urban Ministry, Event Planning, Marketing, Customer Service, Sports Ministry, Leadership Development, Christian Ministry, Volunteer Management, Non-profit Program..., Administration, Twitter, Sports, Leadership, Time Management, Fundraising, Social Networking, HTML
Education
Tech Talent South 2014 — 2014
Ruby on Rails
Ohio Wesleyan University 2004 — 2008
Bachelor's, Economics with a concentration in Management
Indian Hill High School 2000 — 2004
Diploma
Tech Talent South March 2015 - Present
Technekes LLC August 2014 - March 2015
Missionary Athletes International November 2013 - October 2014
Charlotte Eagles March 2011 - August 2014
Charlotte Eagles August 2010 - August 2014
Soccer Shots August 2012 - December 2012
K5 Sports August 2010 - June 2012
Energy Cafe April 2011 - August 2011
Wachovia January 2009 - February 2010
Wachovia September 2008 - December 2008
Skills
Social Media, Coaching, Social Media Marketing, Community Development, Blogging, Public Speaking, Sports Management, Youth Ministry, Facebook, Community Outreach, Youth Outreach, System Administration, Management, Sales, Ruby on Rails, Ruby, HTML 5, CSS, Sports Marketing, Missions, Soccer, Sports Writing, Sponsorship, Athletics, Nonprofits, Urban Ministry, Event Planning, Marketing, Customer Service, Sports Ministry, Leadership Development, Christian Ministry, Volunteer Management, Non-profit Program..., Administration, Twitter, Sports, Leadership, Time Management, Fundraising, Social Networking, HTML
Education
Tech Talent South 2014 — 2014
Ruby on Rails
Ohio Wesleyan University 2004 — 2008
Bachelor's, Economics with a concentration in Management
Indian Hill High School 2000 — 2004
Diploma
Anthony Butts, PMP® Anthony Butts, PMP®'s Wachovia Experience April 2007 - May 2009
Job
Industry Information Technology and Services
Experience
TIAA-CREF January 2012 - August 2012
TIAA-CREF April 2011 - December 2011
Wells Fargo December 2009 - December 2010
Wachovia April 2007 - May 2009
Bank of America August 2006 - March 2007
Bank of America July 2005 - August 2006
IBM March 1997 - June 2005
IBM Global Services 1997 - 2005
Mecklenburg County June 1995 - March 1997
US Airways May 1994 - April 1995
Skills
Visio, Troubleshooting, Networking, Servers, Computer Hardware, Windows, Outlook, Sla, HP, Microsoft Office, Operating Systems, Information Security, TCP/IP, Microsoft Certified..., Printers
Education
Pfeiffer University 2006 — 2010
Masters, Science of Leadership and Organizational Change
Winston-Salem State University
BA, Business Administration
TIAA-CREF January 2012 - August 2012
TIAA-CREF April 2011 - December 2011
Wells Fargo December 2009 - December 2010
Wachovia April 2007 - May 2009
Bank of America August 2006 - March 2007
Bank of America July 2005 - August 2006
IBM March 1997 - June 2005
IBM Global Services 1997 - 2005
Mecklenburg County June 1995 - March 1997
US Airways May 1994 - April 1995
Skills
Visio, Troubleshooting, Networking, Servers, Computer Hardware, Windows, Outlook, Sla, HP, Microsoft Office, Operating Systems, Information Security, TCP/IP, Microsoft Certified..., Printers
Education
Pfeiffer University 2006 — 2010
Masters, Science of Leadership and Organizational Change
Winston-Salem State University
BA, Business Administration
Gary M. DuBoff, CPA, CFP Gary M. DuBoff, CPA, CFP's Wachovia Experience 2004 - 2007
Job Experienced tax & accounting professional serving high net worth, privatelyheld businesses & corporate executive client
Industry Accounting
Experience
MBAF CPAs, LLC January 2014 - Present
Mayer Hoffman McCann P.C. January 2008 - January 2014
CBIZ MHM, LLC January 2008 - January 2013
Wachovia 2004 - 2007
Bank of America 2001 - 2003
Ernst & Young LLP 1985 - 2000
Stuart Becker & Company PC 1982 - 1985
Skills
Tax, Estate Planning, High Net Worth..., Strategic Financial..., Retirement Planning, Income Tax, Investments, Finance, Financial Advisory, CPA, Financial Services, Wealth, Privately-held..., Wealth Transfer Planning, Corporate tax planning, Tax preparation and..., Investment and..., Charitible giving...
Education
Pace University - Lubin School of Business 1990 — 1992
MST
University of Bridgeport
BS in Accounting
MBAF CPAs, LLC January 2014 - Present
Mayer Hoffman McCann P.C. January 2008 - January 2014
CBIZ MHM, LLC January 2008 - January 2013
Wachovia 2004 - 2007
Bank of America 2001 - 2003
Ernst & Young LLP 1985 - 2000
Stuart Becker & Company PC 1982 - 1985
Skills
Tax, Estate Planning, High Net Worth..., Strategic Financial..., Retirement Planning, Income Tax, Investments, Finance, Financial Advisory, CPA, Financial Services, Wealth, Privately-held..., Wealth Transfer Planning, Corporate tax planning, Tax preparation and..., Investment and..., Charitible giving...
Education
Pace University - Lubin School of Business 1990 — 1992
MST
University of Bridgeport
BS in Accounting
Chaun Mikuleza Chaun Mikuleza's Wachovia Experience November 2004 - January 2006
Job Vice President at XL Group
Industry Financial Services
Experience
XL Catlin August 2013 - Present
ManpowerGroup December 2010 - March 2013
ManpowerGroup September 2009 - December 2010
Bank of America October 2008 - October 2009
Bank of America February 2007 - October 2008
Bank of America September 2006 - February 2007
Bank of America January 2006 - September 2006
Wachovia November 2004 - January 2006
Wachovia May 2001 - November 2004
First Union National Bank October 1999 - May 2001
Skills
Project Management, PMP, Change Management, Performance Management, Financial Services, Program Management, Design for Six Sigma, Organizational..., Six Sigma, Lean Sigma, Cross-functional Team..., Strategy, Team Building, Strategic Planning, Business Process..., Leadership, Business Process, Management, Recruiting, Risk Management, Lean Manufacturing, Process Improvement, Training, CRM, Continuous Improvement, Analysis, Sourcing, Leadership Development, Vendor Management, Talent Acquisition, Process Engineering, PMO, Operations Management, Human Resources
Education
University of West Florida - College of Business 1994 — 1996
MBA, MBA
Pensacola Christian College 1990 — 1994
English, English
XL Catlin August 2013 - Present
ManpowerGroup December 2010 - March 2013
ManpowerGroup September 2009 - December 2010
Bank of America October 2008 - October 2009
Bank of America February 2007 - October 2008
Bank of America September 2006 - February 2007
Bank of America January 2006 - September 2006
Wachovia November 2004 - January 2006
Wachovia May 2001 - November 2004
First Union National Bank October 1999 - May 2001
Skills
Project Management, PMP, Change Management, Performance Management, Financial Services, Program Management, Design for Six Sigma, Organizational..., Six Sigma, Lean Sigma, Cross-functional Team..., Strategy, Team Building, Strategic Planning, Business Process..., Leadership, Business Process, Management, Recruiting, Risk Management, Lean Manufacturing, Process Improvement, Training, CRM, Continuous Improvement, Analysis, Sourcing, Leadership Development, Vendor Management, Talent Acquisition, Process Engineering, PMO, Operations Management, Human Resources
Education
University of West Florida - College of Business 1994 — 1996
MBA, MBA
Pensacola Christian College 1990 — 1994
English, English
John Korkes John Korkes's Wachovia Experience September 2006 - March 2009
Job Service Delivery Manager of the High Performance Computing Platform at Syngenta
Industry Information Technology and Services
Experience
Syngenta Service Delivery Manager of the High Performance Computing PlatformSyngentaAugust 2014 - Present
Cisco May 2014 - August 2014
Syngenta Biotechnology, Inc. December 2012 - May 2014
Apptio June 2012 - December 2012
Credit Suisse March 2010 - June 2012
Wachovia September 2006 - March 2009
Butler International September 1999 - May 2003
RH Donnelley June 1996 - February 1999
AT&T GCSC 1999 - 1999
Skills
Amazon Web Services..., Cloud Computing IaaS, Cloud Storage, Solution Implementation, IT Service Management, Project Management, IT Management, IT Infrastructure..., Business Analysis, SDLC, Process Improvement, Vendor Management, Management, ITIL, Business Intelligence, Program Management, MS Project, Software Documentation, SaaS, Agile Methodologies, Cloud Computing, Strategy, Networking, Microsoft SQL Server, Leadership, Project Planning, Project Coordination, Training, Technical Support, Product Management, Servers, Analysis, Telecommunications, Product Adoption, Microsoft Certified..., Windows Server, SharePoint, Amazon EC2, Amazon S3, Amazon EBS, Certified Scrum Master..., CAPM, Project Implementation, PMI, Kanban, MCSE, Project Execution, Customer Success, Agile Project Management, Certified Scrum Product...
Education
Penn State University 1983 — 1987
Syngenta Service Delivery Manager of the High Performance Computing PlatformSyngentaAugust 2014 - Present
Cisco May 2014 - August 2014
Syngenta Biotechnology, Inc. December 2012 - May 2014
Apptio June 2012 - December 2012
Credit Suisse March 2010 - June 2012
Wachovia September 2006 - March 2009
Butler International September 1999 - May 2003
RH Donnelley June 1996 - February 1999
AT&T GCSC 1999 - 1999
Skills
Amazon Web Services..., Cloud Computing IaaS, Cloud Storage, Solution Implementation, IT Service Management, Project Management, IT Management, IT Infrastructure..., Business Analysis, SDLC, Process Improvement, Vendor Management, Management, ITIL, Business Intelligence, Program Management, MS Project, Software Documentation, SaaS, Agile Methodologies, Cloud Computing, Strategy, Networking, Microsoft SQL Server, Leadership, Project Planning, Project Coordination, Training, Technical Support, Product Management, Servers, Analysis, Telecommunications, Product Adoption, Microsoft Certified..., Windows Server, SharePoint, Amazon EC2, Amazon S3, Amazon EBS, Certified Scrum Master..., CAPM, Project Implementation, PMI, Kanban, MCSE, Project Execution, Customer Success, Agile Project Management, Certified Scrum Product...
Education
Penn State University 1983 — 1987
Andrew Contreras Andrew Contreras's Wachovia Experience October 2002 - December 2008
Job Bank Origination at USAA
Industry Banking
Experience
USAA March 2009 - Present
Wachovia October 2002 - December 2008
World Savings October 2002 - October 2006
Education Service Center, Region 20 June 2000 - August 2002
Luby's May 1998 - May 2000
Education
Our Lady of the Lake University 2010 — 2012
Master's degree, Organizational Leadership
Our Lady of the Lake University 1993 — 1996
BA, Psychology
USAA March 2009 - Present
Wachovia October 2002 - December 2008
World Savings October 2002 - October 2006
Education Service Center, Region 20 June 2000 - August 2002
Luby's May 1998 - May 2000
Education
Our Lady of the Lake University 2010 — 2012
Master's degree, Organizational Leadership
Our Lady of the Lake University 1993 — 1996
BA, Psychology
Peter Pampillonio Peter Pampillonio's Wachovia Experience May 2004 - 2009
Job Corporate IT Risk Manager at BB&T Corporation
Industry Financial Services
Experience
BB&T Corporation October 2013 - Present
Protiviti, Inc. 2009 - October 2013
Wachovia May 2004 - 2009
Core Technology Parters January 2000 - December 2003
First Union Capital Markets May 1995 - January 2000
Heron 1991 - 1995
Accenture September 1981 - December 1991
Skills
Enterprise Risk..., Management Consulting, Business Process..., Due Diligence, Organizational Structure, Financial Services, Financial Risk, Strategic Planning, Risk Management, Entrepreneurship, Operational Risk..., Enterprise Program..., Executive Management, Program Management, Banking, Strategy, Leadership, PMO, Change Management, Management, Mergers & Acquisitions, Outsourcing, IT Strategy, Business Transformation, Portfolio Management, Governance, Business Strategy, Integration
Education
Oregon State University 1975 — 1978
B.S., Physics and Mathematics
BB&T Corporation October 2013 - Present
Protiviti, Inc. 2009 - October 2013
Wachovia May 2004 - 2009
Core Technology Parters January 2000 - December 2003
First Union Capital Markets May 1995 - January 2000
Heron 1991 - 1995
Accenture September 1981 - December 1991
Skills
Enterprise Risk..., Management Consulting, Business Process..., Due Diligence, Organizational Structure, Financial Services, Financial Risk, Strategic Planning, Risk Management, Entrepreneurship, Operational Risk..., Enterprise Program..., Executive Management, Program Management, Banking, Strategy, Leadership, PMO, Change Management, Management, Mergers & Acquisitions, Outsourcing, IT Strategy, Business Transformation, Portfolio Management, Governance, Business Strategy, Integration
Education
Oregon State University 1975 — 1978
B.S., Physics and Mathematics
Jamie Lee Carmichael Jamie Lee Carmichael's Wachovia Experience August 2001 - May 2002
Job Executive Assistant to CFO
Industry Executive Office
Experience
United Technologies Aerospace Systems December 2013 - Present
Jamie Lee Carmichael - Mobile Notary April 2013 - December 2013
NTA/US NAVY November 2010 - May 2013
EVELYNNE GRACE GROUP January 2008 - December 2011
KPMG April 2008 - October 2010
Putnam Lovell NBF August 2005 - October 2007
Dynacast April 2003 - May 2005
Mountain Funding LLC April 2002 - March 2003
Wachovia August 2001 - May 2002
Merrill Lynch 1997 - 2001
Skills
Administrative..., Training, Budgets, Outlook, Marketing, Customer Service, Microsoft Office, Sales, Team Building, Human Resources, Social Networking, Time Management, Event Planning, Event Management
Education
Pace University
United Technologies Aerospace Systems December 2013 - Present
Jamie Lee Carmichael - Mobile Notary April 2013 - December 2013
NTA/US NAVY November 2010 - May 2013
EVELYNNE GRACE GROUP January 2008 - December 2011
KPMG April 2008 - October 2010
Putnam Lovell NBF August 2005 - October 2007
Dynacast April 2003 - May 2005
Mountain Funding LLC April 2002 - March 2003
Wachovia August 2001 - May 2002
Merrill Lynch 1997 - 2001
Skills
Administrative..., Training, Budgets, Outlook, Marketing, Customer Service, Microsoft Office, Sales, Team Building, Human Resources, Social Networking, Time Management, Event Planning, Event Management
Education
Pace University
Ryan J. Stone MBA, PMP, ACP, ITIL Ryan J. Stone MBA, PMP, ACP, ITIL's Wachovia Experience January 2008 - April 2008
Job Managing Consultant at Catapult Systems
Industry Information Technology and Services
Experience
Catapult Systems May 2015 - Present
The Home Depot December 2014 - April 2015
Acelity March 2012 - December 2014
Whataburger March 2011 - March 2013
Clear Channel Communications September 2010 - March 2011
Catapult Systems / City Public Service May 2009 - June 2009
The Scooter Store June 2008 - June 2009
Wachovia January 2008 - April 2008
Titan Technology Partners/Rush Enterprises June 2003 - April 2008
Rush Enterprises July 2005 - July 2007
Skills
Teamwork, Goal Oriented, Natural Leader, PMO, Telecommunications, Program Management, Visio, SharePoint, SDLC, PMP, Process Improvement, Change Management, Business Analysis, Team Building, Data Center, Problem Solving, Vendor Management, Team Leadership, ITIL, Documentation, Budgeting, Planning, Strategic Planning, Project Implementation, Mentoring, Analysis, MS Project, Resource Management, Troubleshooting, Contract Negotiation, Risk Management, Process Engineering, Software Project..., IT Management, Databases, Quality Assurance, Customer Service, Architecture, Microsoft Office, Requirements Analysis, Windows, Project Planning, Operations Management, Agile, Strategy, Management, Leadership, Software Documentation, Testing, Network Infrastructure
Education
The University of Texas at San Antonio 2001 — 2003
EMBA, Executive Business Administration, 3.2
Texas State University 1997 — 2000
BA, General
St. Philip's College 1995 — 1997
Associate's degree: Computer Maintenance, Desktop Support and Networking, 3.8
St.Philip's College 1995 — 1997
Associate's degree: Telecommunications, Computer Systems Networking and Telecommunications, 3.8
Palo Alto College 1988 — 1992
Associate of Science (A.S.), Engineering, 2.8
Southside HS 1983 — 1987
High School, HS Diploma
Catapult Systems May 2015 - Present
The Home Depot December 2014 - April 2015
Acelity March 2012 - December 2014
Whataburger March 2011 - March 2013
Clear Channel Communications September 2010 - March 2011
Catapult Systems / City Public Service May 2009 - June 2009
The Scooter Store June 2008 - June 2009
Wachovia January 2008 - April 2008
Titan Technology Partners/Rush Enterprises June 2003 - April 2008
Rush Enterprises July 2005 - July 2007
Skills
Teamwork, Goal Oriented, Natural Leader, PMO, Telecommunications, Program Management, Visio, SharePoint, SDLC, PMP, Process Improvement, Change Management, Business Analysis, Team Building, Data Center, Problem Solving, Vendor Management, Team Leadership, ITIL, Documentation, Budgeting, Planning, Strategic Planning, Project Implementation, Mentoring, Analysis, MS Project, Resource Management, Troubleshooting, Contract Negotiation, Risk Management, Process Engineering, Software Project..., IT Management, Databases, Quality Assurance, Customer Service, Architecture, Microsoft Office, Requirements Analysis, Windows, Project Planning, Operations Management, Agile, Strategy, Management, Leadership, Software Documentation, Testing, Network Infrastructure
Education
The University of Texas at San Antonio 2001 — 2003
EMBA, Executive Business Administration, 3.2
Texas State University 1997 — 2000
BA, General
St. Philip's College 1995 — 1997
Associate's degree: Computer Maintenance, Desktop Support and Networking, 3.8
St.Philip's College 1995 — 1997
Associate's degree: Telecommunications, Computer Systems Networking and Telecommunications, 3.8
Palo Alto College 1988 — 1992
Associate of Science (A.S.), Engineering, 2.8
Southside HS 1983 — 1987
High School, HS Diploma
Aydin Koymen Aydin Koymen's Wachovia Experience February 2002 - August 2003
Job Treasurer at Brickell Bank
Industry Banking
Experience
Brickell Bank March 2015 - Present
Brickell Bank June 2013 - March 2015
City National Bank June 2012 - June 2013
BankAtlantic September 2009 - June 2012
BankAtlantic December 2005 - September 2009
BankAtlantic July 2004 - December 2005
Wachovia February 2002 - August 2003
Republic Security Bank 2000 - 2001
Farm Credit Bank of Texas 1998 - 2000
Skills
ALM, Bancware, Sendero, QRM, Funds Transfer Pricing, Banking, Portfolio Management, Treasury Management, Retail Banking, Loans, Risk Management, Credit, Financial Risk, Financial Analysis, Financial Modeling, Credit Risk, Enterprise Risk..., Commercial Banking, Corporate Finance, Valuation, Financial Reporting, Accounting, Capital Markets, Equities, Interest Rate Risk..., Cash Management, Investments, Credit Analysis, Treasury
Education
Palm Beach Atlantic University 2003 — 2004
MASTERS, BUSINESS
Western Michigan University 1993 — 1997
Bachelors, Finance
Brickell Bank March 2015 - Present
Brickell Bank June 2013 - March 2015
City National Bank June 2012 - June 2013
BankAtlantic September 2009 - June 2012
BankAtlantic December 2005 - September 2009
BankAtlantic July 2004 - December 2005
Wachovia February 2002 - August 2003
Republic Security Bank 2000 - 2001
Farm Credit Bank of Texas 1998 - 2000
Skills
ALM, Bancware, Sendero, QRM, Funds Transfer Pricing, Banking, Portfolio Management, Treasury Management, Retail Banking, Loans, Risk Management, Credit, Financial Risk, Financial Analysis, Financial Modeling, Credit Risk, Enterprise Risk..., Commercial Banking, Corporate Finance, Valuation, Financial Reporting, Accounting, Capital Markets, Equities, Interest Rate Risk..., Cash Management, Investments, Credit Analysis, Treasury
Education
Palm Beach Atlantic University 2003 — 2004
MASTERS, BUSINESS
Western Michigan University 1993 — 1997
Bachelors, Finance
Dean Tener Dean Tener's Wachovia Experience 2000 - 2007
Job Director Business Support at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2015 - Present
TIAA-CREF October 2012 - Present
TIAA-CREF May 2011 - November 2012
TIAA-CREF July 2007 - May 2011
Blackbaud 2007 - 2007
Wachovia 2000 - 2007
News and Record 1999 - 2000
FOX 8 WGHP 1995 - 1999
Skills
Vendor Management, Strategy, Digital Strategy, Marketing, E-commerce, Analytics, Software Development, Competitive Analysis, Financial Services, Process Improvement, User Experience, Email Marketing, Project Management, Marketing Management, Customer Acquisition, Management
Education
University of North Carolina at Greensboro 1990 — 1994
Penn State 1991 — 1992
Pittsford Sutherland 1986 — 1992
TIAA-CREF March 2015 - Present
TIAA-CREF October 2012 - Present
TIAA-CREF May 2011 - November 2012
TIAA-CREF July 2007 - May 2011
Blackbaud 2007 - 2007
Wachovia 2000 - 2007
News and Record 1999 - 2000
FOX 8 WGHP 1995 - 1999
Skills
Vendor Management, Strategy, Digital Strategy, Marketing, E-commerce, Analytics, Software Development, Competitive Analysis, Financial Services, Process Improvement, User Experience, Email Marketing, Project Management, Marketing Management, Customer Acquisition, Management
Education
University of North Carolina at Greensboro 1990 — 1994
Penn State 1991 — 1992
Pittsford Sutherland 1986 — 1992
Ann Orlik Ann Orlik's Wachovia Experience July 1999 - October 2008
Job Registered Nurse
Industry Hospital & Health Care
Experience
Wachovia July 1999 - October 2008
Skills
Sales, Sales Presentations, Leadership, FHA, Mortgage Banking, Training, Time Management, Customer Satisfaction, Loans, Real Estate, Team Building, Customer Retention, Portfolio Management, Coaching, Sales Management, Process Improvement, Customer Service, Recruiting, Performance Management, Strategic Financial..., Hospitals, Teaching, Mortgage Lending, Banking, Underwriting, Investments, Loan Origination, Executive Management, Business Development, Team Leadership, Business Strategy, Teamwork, Credit Analysis, Outlook, Building Relationships, Microsoft Word, Insurance, Strategic Planning, Account Management, Selling, Medicine, Leadership Development, Change Management, Risk Management, PowerPoint, Credit, Marketing, BLS, New Business Development, Management
Education
Keiser University 2009 — 2010
AS, RN
Palm Beach Community College 1992 — 1995
AA & AS, Business Administration & Legal Assisting
Wachovia July 1999 - October 2008
Skills
Sales, Sales Presentations, Leadership, FHA, Mortgage Banking, Training, Time Management, Customer Satisfaction, Loans, Real Estate, Team Building, Customer Retention, Portfolio Management, Coaching, Sales Management, Process Improvement, Customer Service, Recruiting, Performance Management, Strategic Financial..., Hospitals, Teaching, Mortgage Lending, Banking, Underwriting, Investments, Loan Origination, Executive Management, Business Development, Team Leadership, Business Strategy, Teamwork, Credit Analysis, Outlook, Building Relationships, Microsoft Word, Insurance, Strategic Planning, Account Management, Selling, Medicine, Leadership Development, Change Management, Risk Management, PowerPoint, Credit, Marketing, BLS, New Business Development, Management
Education
Keiser University 2009 — 2010
AS, RN
Palm Beach Community College 1992 — 1995
AA & AS, Business Administration & Legal Assisting
Susan Phelps's Wachovia Experience January 2008 - May 2009
Job Revenue Cycle Optimization Project Manager at McKesson Provider Technologies
Industry Hospital & Health Care
Experience
McKesson Provider Technologies July 2009 - Present
Wachovia January 2008 - May 2009
High Point Regional Health System November 1994 - December 2007
Moses Cone Health System May 1988 - November 1994
Skills
Revenue Cycle, Excel, PowerPoint, Accounts Receivable, Healthcare, Consulting, Microsoft Excel, Hospitals
Education
Pfeiffer University 1996 — 1999
MBA/MHA, Health administration and business administration
University of North Carolina at Chapel Hill 1986 — 1988
BSPH, health policy and administration
McKesson Provider Technologies July 2009 - Present
Wachovia January 2008 - May 2009
High Point Regional Health System November 1994 - December 2007
Moses Cone Health System May 1988 - November 1994
Skills
Revenue Cycle, Excel, PowerPoint, Accounts Receivable, Healthcare, Consulting, Microsoft Excel, Hospitals
Education
Pfeiffer University 1996 — 1999
MBA/MHA, Health administration and business administration
University of North Carolina at Chapel Hill 1986 — 1988
BSPH, health policy and administration
Mike Westerberg Mike Westerberg's Wachovia Experience April 2008 - September 2009
Job Owner/President at Hardball Cellars
Industry Real Estate
Experience
Hardball Cellars August 2012 - Present
Westerberg Appraisals Services Inc February 2010 - Present
Cellars of Sonoma March 2009 - March 2011
Wachovia, A Wells Fargo Company April 2008 - September 2009
Wachovia April 2008 - September 2009
Wachovia, previously World Savings 1989 - 2009
World Savings September 2004 - April 2008
World Savings January 2001 - January 2002
World Savings January 2000 - January 2001
Westerberg Appraisal Services January 1995 - January 2000
Skills
Mortgage Lending, Loss Mitigation, Appraisals, Real Estate, Customer Service, Leadership, Foreclosures, Investors, Management, Single Family Homes, REO, Sellers, Loans, FHA, Property, Contract Negotiation, Mortgage Banking, Refinance, Winemaking, Wine Tasting, Mergers & Acquisitions, Wine, Residential Homes, Investment Properties, Residential Mortgages, Loan Origination, Social Media Marketing, FHA financing, Real Estate Financing, Real Estate Transactions, Condos, Selling, Sales, Marketing Strategy
Education
Napa Valley College 1990 — 2006
AA, Social and Behavioral Sciences
Oregon State University 1984 — 1986
Business Administration
California Office of Real Estate Appraisers
Hardball Cellars August 2012 - Present
Westerberg Appraisals Services Inc February 2010 - Present
Cellars of Sonoma March 2009 - March 2011
Wachovia, A Wells Fargo Company April 2008 - September 2009
Wachovia April 2008 - September 2009
Wachovia, previously World Savings 1989 - 2009
World Savings September 2004 - April 2008
World Savings January 2001 - January 2002
World Savings January 2000 - January 2001
Westerberg Appraisal Services January 1995 - January 2000
Skills
Mortgage Lending, Loss Mitigation, Appraisals, Real Estate, Customer Service, Leadership, Foreclosures, Investors, Management, Single Family Homes, REO, Sellers, Loans, FHA, Property, Contract Negotiation, Mortgage Banking, Refinance, Winemaking, Wine Tasting, Mergers & Acquisitions, Wine, Residential Homes, Investment Properties, Residential Mortgages, Loan Origination, Social Media Marketing, FHA financing, Real Estate Financing, Real Estate Transactions, Condos, Selling, Sales, Marketing Strategy
Education
Napa Valley College 1990 — 2006
AA, Social and Behavioral Sciences
Oregon State University 1984 — 1986
Business Administration
California Office of Real Estate Appraisers
Joe E. Randolph Joe E. Randolph's Wachovia Experience February 2007 - January 2010
Job Sr Operations Manager: Microsoft
Industry Information Technology and Services
Experience
Microsoft August 2015 - Present
Johnson C. Smith University March 2011 - Present
Vanguard January 2010 - July 2015
Allen University August 2011 - July 2013
Wachovia February 2007 - January 2010
Wachovia July 2005 - February 2007
Wachovia Corp July 2004 - July 2005
Skills
Leadership, Leadership Development, Coaching, Organizational..., Performance Management, Workshop Facilitation, Conflict Resolution, Process Improvement, Employee Relations, Recruiting, Training, Team Building, Strategy, Human Resources, Project Management, Management, Public Speaking, Operations Management, Customer Service, Fundraising, Program Management, Team Leadership, Staff Development, Team Management, Event Planning
Education
Pfeiffer University 2003 — 2005
MBA, Business
Pfeiffer University 2003 — 2005
MSL, Masters in Science in Org Leadership and Development
Coker College 1995 — 1999
Bachelor of Science, Business
North Carolina Institute of Political Leadership 2014 — 2014
Graduate Certificate, Politics
Stat-A-Matrix 2008 — 2008
Six Sigma Green Belt Certification, Six Sigma Green Belt Certification
Microsoft August 2015 - Present
Johnson C. Smith University March 2011 - Present
Vanguard January 2010 - July 2015
Allen University August 2011 - July 2013
Wachovia February 2007 - January 2010
Wachovia July 2005 - February 2007
Wachovia Corp July 2004 - July 2005
Skills
Leadership, Leadership Development, Coaching, Organizational..., Performance Management, Workshop Facilitation, Conflict Resolution, Process Improvement, Employee Relations, Recruiting, Training, Team Building, Strategy, Human Resources, Project Management, Management, Public Speaking, Operations Management, Customer Service, Fundraising, Program Management, Team Leadership, Staff Development, Team Management, Event Planning
Education
Pfeiffer University 2003 — 2005
MBA, Business
Pfeiffer University 2003 — 2005
MSL, Masters in Science in Org Leadership and Development
Coker College 1995 — 1999
Bachelor of Science, Business
North Carolina Institute of Political Leadership 2014 — 2014
Graduate Certificate, Politics
Stat-A-Matrix 2008 — 2008
Six Sigma Green Belt Certification, Six Sigma Green Belt Certification
Rich Schwartz Rich Schwartz's Wachovia Experience June 2007 - December 2007
Job Partner New York Life
Industry Insurance
Experience
New York Life Insurance Company September 2013 - Present
New York Life Insurance Company December 2011 - September 2013
Penn Life/Senior Solutions October 2009 - November 2011
Lifetime Financial Partners December 2008 - September 2009
Wachovia Bank August 1994 - October 2008
World Savings/Wachovia 1994 - 2008
Wachovia June 2007 - December 2007
World Savings August 1994 - June 2006
Skills
Leadership, Process Improvement, Coaching, Strategic Planning, Account Management, New Business Development, Team Leadership, Mortgage Lending, Underwriting, Credit, Strategic Financial..., Estate Planning, Group Insurance, Permanent Life Insurance, Annuity Sales, Insurance, Training, Management, Customer Service, Banking, Risk Management, Marketing, Sales Management, Team Building, Cross-functional Team..., Portfolio Management, Loans, Sales, Negotiation, Start-ups, Competitive Analysis, Finance, Employee Benefits, Mutual Funds, Fixed Annuities, Retirement Planning, Retirement, Series 63, Term Life Insurance, Series 6, Long Term Care Insurance, Life Insurance, Financial Services, Business Planning, Executive Management, Analysis, Mortgage Banking, Loan Origination
Education
Penn State University 1989 — 1994
Liberal Arts, Business, management
New York Life Insurance Company September 2013 - Present
New York Life Insurance Company December 2011 - September 2013
Penn Life/Senior Solutions October 2009 - November 2011
Lifetime Financial Partners December 2008 - September 2009
Wachovia Bank August 1994 - October 2008
World Savings/Wachovia 1994 - 2008
Wachovia June 2007 - December 2007
World Savings August 1994 - June 2006
Skills
Leadership, Process Improvement, Coaching, Strategic Planning, Account Management, New Business Development, Team Leadership, Mortgage Lending, Underwriting, Credit, Strategic Financial..., Estate Planning, Group Insurance, Permanent Life Insurance, Annuity Sales, Insurance, Training, Management, Customer Service, Banking, Risk Management, Marketing, Sales Management, Team Building, Cross-functional Team..., Portfolio Management, Loans, Sales, Negotiation, Start-ups, Competitive Analysis, Finance, Employee Benefits, Mutual Funds, Fixed Annuities, Retirement Planning, Retirement, Series 63, Term Life Insurance, Series 6, Long Term Care Insurance, Life Insurance, Financial Services, Business Planning, Executive Management, Analysis, Mortgage Banking, Loan Origination
Education
Penn State University 1989 — 1994
Liberal Arts, Business, management
Jennifer Flynn Jennifer Flynn's Wachovia Experience July 2007 - September 2009
Job Customer Strategy and Deposit Products Executive Ally Bank
Industry Banking
Experience
Ally Financial Inc. February 2014 - Present
Ally Bank January 2011 - February 2014
Wells Fargo September 2009 - January 2011
Wachovia July 2007 - September 2009
Bank of America May 2005 - July 2007
Wachovia Bank October 2003 - May 2005
First Union Securities December 1998 - September 2003
Skills
Business Analysis, Business Process..., Process Improvement, Business Strategy, Business Planning, Data Analysis, Requirements Analysis, Strategic Communications, Executive Presentations, Technical Analysis, Process Excellence, Business Partner Support, Executive Reporting, Strategy, Analysis, Analytics, Competitive Analysis, Program Management, Risk Management, Banking, Vendor Management, Project Management, Leadership, Management, Cross-functional Team..., Financial Services
Education
Pfeiffer University 2001 — 2003
MBA, Graduate School of Business
University of North Carolina at Charlotte - Belk College of Business 1995 — 1998
Bachelor of Science - Business Adminstration
Ally Financial Inc. February 2014 - Present
Ally Bank January 2011 - February 2014
Wells Fargo September 2009 - January 2011
Wachovia July 2007 - September 2009
Bank of America May 2005 - July 2007
Wachovia Bank October 2003 - May 2005
First Union Securities December 1998 - September 2003
Skills
Business Analysis, Business Process..., Process Improvement, Business Strategy, Business Planning, Data Analysis, Requirements Analysis, Strategic Communications, Executive Presentations, Technical Analysis, Process Excellence, Business Partner Support, Executive Reporting, Strategy, Analysis, Analytics, Competitive Analysis, Program Management, Risk Management, Banking, Vendor Management, Project Management, Leadership, Management, Cross-functional Team..., Financial Services
Education
Pfeiffer University 2001 — 2003
MBA, Graduate School of Business
University of North Carolina at Charlotte - Belk College of Business 1995 — 1998
Bachelor of Science - Business Adminstration
Christopher Weyrick Christopher Weyrick's Wachovia Experience May 2008 - January 2009
Job Commercial Banking at HSBC
Industry Banking
Experience
HSBC Commercial Banking September 2014 - Present
Bank of America Merrill Lynch July 2012 - August 2014
Wells Fargo February 2011 - July 2012
Wachovia, A Wells Fargo Company July 2010 - February 2011
Wachovia, A Wells Fargo Company January 2009 - November 2009
Wachovia May 2008 - January 2009
Wachovia July 2007 - May 2008
BB&T December 2005 - July 2007
Bank of America January 2004 - December 2005
Bank of America September 2002 - January 2004
Education
Pfeiffer University 2001 — 2004
B.S. Business Administration & MIS
Penn State University 1987 — 1990
Administration of Justice
Marlborough High School 1982 — 1986
HSBC Commercial Banking September 2014 - Present
Bank of America Merrill Lynch July 2012 - August 2014
Wells Fargo February 2011 - July 2012
Wachovia, A Wells Fargo Company July 2010 - February 2011
Wachovia, A Wells Fargo Company January 2009 - November 2009
Wachovia May 2008 - January 2009
Wachovia July 2007 - May 2008
BB&T December 2005 - July 2007
Bank of America January 2004 - December 2005
Bank of America September 2002 - January 2004
Education
Pfeiffer University 2001 — 2004
B.S. Business Administration & MIS
Penn State University 1987 — 1990
Administration of Justice
Marlborough High School 1982 — 1986
Elaine Esposito Elaine Esposito's Wachovia Experience 2007 - 2009
Job Director of Onboarding
Industry Commercial Real Estate
Experience
Investor Management Services a Quietstream Financial Company March 2015 - Present
FullCapitalStack a Quietstream Financial Company January 2015 - May 2015
Fairview Real Estate Solutions a Quietstream Financial Co January 2014 - December 2014
Bank of America April 2013 - July 2013
Grandbridge Real Estate Capital June 2011 - May 2013
Fifth Third Bank 2009 - 2010
Wachovia 2007 - 2009
GreenPoint Mortgage 2006 - 2007
Virtual Bank Mortgage 2002 - 2006
Skills
Residential and..., Mortgage Lending, Credit, Portfolio Management, Loans, Financial Analysis, Commercial Mortgages, Analysis, Underwriting, FHA, Commercial Lending, Commercial Real Estate, Credit Cards, Insurance, Credit Analysis, Loan Origination, Banking
Education
Palm Beach State College
Investor Management Services a Quietstream Financial Company March 2015 - Present
FullCapitalStack a Quietstream Financial Company January 2015 - May 2015
Fairview Real Estate Solutions a Quietstream Financial Co January 2014 - December 2014
Bank of America April 2013 - July 2013
Grandbridge Real Estate Capital June 2011 - May 2013
Fifth Third Bank 2009 - 2010
Wachovia 2007 - 2009
GreenPoint Mortgage 2006 - 2007
Virtual Bank Mortgage 2002 - 2006
Skills
Residential and..., Mortgage Lending, Credit, Portfolio Management, Loans, Financial Analysis, Commercial Mortgages, Analysis, Underwriting, FHA, Commercial Lending, Commercial Real Estate, Credit Cards, Insurance, Credit Analysis, Loan Origination, Banking
Education
Palm Beach State College
Tony Suarez Tony Suarez's Wachovia Experience 1994 - 2006
Job Senior Program Manager at Tennessee Valley Authority
Industry Computer Software
Experience
Tennessee Valley Authorityy November 2009 - Present
Signix March 2006 - November 2009
SunGard 2006 - 2008
Wachovia Bank, N.A. September 1994 - January 2006
Wachovia 1994 - 2006
First Union (Wachovia) 1994 - 2006
IBM 1978 - 1994
Skills
Cyber Security, Information Security..., Digital Signatures, Biometrics, Cryptography, CISSP, Computer Security, Solution Selling, Authentication, PKI, SSL, Risk Management, Encryption, Security, NIST, Information Security, Disaster Recovery, Identity Management, Network Security, Program Management, Business Continuity, PCI DSS, Vulnerability Assessment, Enterprise Architecture, Information Technology, Networking, Integration, FISMA, CISA, Information Assurance, Vulnerability Management
Education
University of Nothern Colorado 1978 — 1980
Bachelor of Applied Science (BASc), Buisines Administration
Old Dominion University
Tennessee Valley Authorityy November 2009 - Present
Signix March 2006 - November 2009
SunGard 2006 - 2008
Wachovia Bank, N.A. September 1994 - January 2006
Wachovia 1994 - 2006
First Union (Wachovia) 1994 - 2006
IBM 1978 - 1994
Skills
Cyber Security, Information Security..., Digital Signatures, Biometrics, Cryptography, CISSP, Computer Security, Solution Selling, Authentication, PKI, SSL, Risk Management, Encryption, Security, NIST, Information Security, Disaster Recovery, Identity Management, Network Security, Program Management, Business Continuity, PCI DSS, Vulnerability Assessment, Enterprise Architecture, Information Technology, Networking, Integration, FISMA, CISA, Information Assurance, Vulnerability Management
Education
University of Nothern Colorado 1978 — 1980
Bachelor of Applied Science (BASc), Buisines Administration
Old Dominion University
Lauren Widrick's Wachovia Experience April 2008 - December 2009
Job Senior Project Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo June 2015 - Present
Velocitor Solutions February 2014 - June 2015
Velocitor Solutions November 2013 - January 2014
Wells Fargo March 2012 - November 2013
Wells Fargo January 2010 - March 2012
Wachovia April 2008 - December 2009
Wachovia June 2006 - April 2008
Wachovia June 2005 - June 2006
Skills
Testing, Derivatives, FX, Trading Systems, Commodity, SDLC, Visio, Quality Center, Capital Markets, Business Analysis, SQL, Data Analysis, Automated Software..., Quality Assurance, Test Automation, Project Management, Process Improvement, HP Quality Center
Education
Ohio University 2001 — 2005
BBA, Management Information Systems, Marketing
Wells Fargo June 2015 - Present
Velocitor Solutions February 2014 - June 2015
Velocitor Solutions November 2013 - January 2014
Wells Fargo March 2012 - November 2013
Wells Fargo January 2010 - March 2012
Wachovia April 2008 - December 2009
Wachovia June 2006 - April 2008
Wachovia June 2005 - June 2006
Skills
Testing, Derivatives, FX, Trading Systems, Commodity, SDLC, Visio, Quality Center, Capital Markets, Business Analysis, SQL, Data Analysis, Automated Software..., Quality Assurance, Test Automation, Project Management, Process Improvement, HP Quality Center
Education
Ohio University 2001 — 2005
BBA, Management Information Systems, Marketing
Nima Khanghahi's Wachovia Experience August 2008 - October 2008
Job Area Sales Manager at Capital One Home Loans
Industry Banking
Experience
Capital One Home Loans April 2015 - Present
Capital One Home Loans November 2013 - April 2015
Capital One Home Loans September 2010 - November 2013
Cal Coast Financial November 2009 - August 2010
Wachovia, A Wells Fargo Company November 2008 - July 2009
Wachovia August 2008 - October 2008
Platinum Group Funding August 2003 - July 2008
Skills
Loans, Mortgage Lending, Customer Satisfaction, Management, Leadership, Refinance, FHA, Training, Real Estate, Coaching, Selling, Sales, Mortgage Banking, Customer Service, Finance, Negotiation, Strategy, Credit
Education
Ohlone College 2000 — 2003
AA, Business Administration
Capital One Home Loans April 2015 - Present
Capital One Home Loans November 2013 - April 2015
Capital One Home Loans September 2010 - November 2013
Cal Coast Financial November 2009 - August 2010
Wachovia, A Wells Fargo Company November 2008 - July 2009
Wachovia August 2008 - October 2008
Platinum Group Funding August 2003 - July 2008
Skills
Loans, Mortgage Lending, Customer Satisfaction, Management, Leadership, Refinance, FHA, Training, Real Estate, Coaching, Selling, Sales, Mortgage Banking, Customer Service, Finance, Negotiation, Strategy, Credit
Education
Ohlone College 2000 — 2003
AA, Business Administration
ANNE MEADE's Wachovia Experience September 2005 - March 2008
Job VP, Business Banking Officer at Rabobank
Industry Banking
Experience
Rabobank August 2014 - Present
U.S. Bank January 2013 - August 2014
Wells Fargo September 2010 - January 2013
Select Staffing March 2008 - September 2010
Wachovia September 2005 - March 2008
Estes Express Lines December 1997 - March 2003
Skills
SBA, Commercial Mortgages, Multi-family Investment..., Asset Based Lending, Cold Calling, Finance, Factoring, Commercial Banking, Treasury Management, Real Estate, Commercial Real Estate, Relationship Management, Underwriting, Credit Risk, Retail Banking, Credit Analysis, Mortgage Lending, Cash Management, Cash Flow, Cash Flow Lending, Loan Origination, Small Business Lending, Small Business Marketing, Real Estate Financing, Investment Property..., Investment Property..., B2B Marketing, Sales Management, Account Management, Business Development, Strategic Partnerships, Public Relations, Customer Service, Lines Of Credit, Credit, Mortgage Banking, Residential Mortgages
Education
Olivet Nazarene University 1986 — 1989
Bachelor of Arts (B.A.)
Carmel High School
Rabobank August 2014 - Present
U.S. Bank January 2013 - August 2014
Wells Fargo September 2010 - January 2013
Select Staffing March 2008 - September 2010
Wachovia September 2005 - March 2008
Estes Express Lines December 1997 - March 2003
Skills
SBA, Commercial Mortgages, Multi-family Investment..., Asset Based Lending, Cold Calling, Finance, Factoring, Commercial Banking, Treasury Management, Real Estate, Commercial Real Estate, Relationship Management, Underwriting, Credit Risk, Retail Banking, Credit Analysis, Mortgage Lending, Cash Management, Cash Flow, Cash Flow Lending, Loan Origination, Small Business Lending, Small Business Marketing, Real Estate Financing, Investment Property..., Investment Property..., B2B Marketing, Sales Management, Account Management, Business Development, Strategic Partnerships, Public Relations, Customer Service, Lines Of Credit, Credit, Mortgage Banking, Residential Mortgages
Education
Olivet Nazarene University 1986 — 1989
Bachelor of Arts (B.A.)
Carmel High School
Kevin Dunkelgod Kevin Dunkelgod's Wachovia Experience April 2005 - November 2008
Job Branch Manager at SunTrust Bank
Industry Banking
Experience
SunTrust Bank January 2009 - Present
Wachovia April 2005 - November 2008
CNG Financial May 2003 - February 2005
Bank of Oklahoma May 2000 - February 2003
Education
Oklahoma State University 1996 — 2000
BA, Finance, Management
SunTrust Bank January 2009 - Present
Wachovia April 2005 - November 2008
CNG Financial May 2003 - February 2005
Bank of Oklahoma May 2000 - February 2003
Education
Oklahoma State University 1996 — 2000
BA, Finance, Management
Norman Gwinn Norman Gwinn's Wachovia Experience September 2007 - October 2010
Job Market Risk Reporter at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo December 2011 - Present
Bank of America via DISYS October 2010 - November 2011
Bank of America October 2010 - November 2011
DISYS 2010 - November 2011
Wachovia, A Wells Fargo Company 2008 - October 2010
Wells Fargo 2008 - October 2010
Wachovia September 2007 - October 2010
Wachovia Bank 2002 - October 2010
Wachovia Securities 2002 - October 2010
Koch Industries 1998 - 2002
Skills
Trading Systems, Commodity, Trading, Market Risk, Commodity Markets, Interest Rate..., Derivatives, SDLC, Options, Fixed Income, Business Analysis, Quantitative Finance, Credit Derivatives, SQL, Unix, Market Data
Education
Penn State University 1984 — 1985
Graduate Work, Computational Fluid Dynamics
Texas A&M University 1980 — 1984
B. S., Aerospace Engineering
Wells Fargo December 2011 - Present
Bank of America via DISYS October 2010 - November 2011
Bank of America October 2010 - November 2011
DISYS 2010 - November 2011
Wachovia, A Wells Fargo Company 2008 - October 2010
Wells Fargo 2008 - October 2010
Wachovia September 2007 - October 2010
Wachovia Bank 2002 - October 2010
Wachovia Securities 2002 - October 2010
Koch Industries 1998 - 2002
Skills
Trading Systems, Commodity, Trading, Market Risk, Commodity Markets, Interest Rate..., Derivatives, SDLC, Options, Fixed Income, Business Analysis, Quantitative Finance, Credit Derivatives, SQL, Unix, Market Data
Education
Penn State University 1984 — 1985
Graduate Work, Computational Fluid Dynamics
Texas A&M University 1980 — 1984
B. S., Aerospace Engineering
Kenneth Crawford Kenneth Crawford's Wachovia Experience December 2003 - October 2008
Job Mortgage Fraud Investigator at
Industry Real Estate
Experience
Radian August 2009 - Present
Wachovia December 2003 - October 2008
Skills
Mortgage Lending, Refinance, Mortgage Underwriting, Loan Origination, Residential Mortgages, Management, Loans, Loss Mitigation, Credit Risk, Credit, Finance, Mortgage Banking, Financial Risk, Underwriting, Risk Management, Loan Servicing, Credit Analysis, Mortgage Servicing
Education
Penn State University
Radian August 2009 - Present
Wachovia December 2003 - October 2008
Skills
Mortgage Lending, Refinance, Mortgage Underwriting, Loan Origination, Residential Mortgages, Management, Loans, Loss Mitigation, Credit Risk, Credit, Finance, Mortgage Banking, Financial Risk, Underwriting, Risk Management, Loan Servicing, Credit Analysis, Mortgage Servicing
Education
Penn State University
Caroline Hernandez Caroline Hernandez's Wachovia Experience April 1998 - June 2004
Job Financial Aid Supervisor at Austin Community College
Industry Higher Education
Experience
Austin Community College September 2014 - Present
Latino Leaders of America November 2009 - Present
Austin Community College February 2011 - September 2014
Leander Educational Excellence Foundation August 2006 - August 2010
Texas Guaranteed Student Loan Corporation June 2004 - July 2010
Leadership Cedar Park 2009 - 2010
Hispanic Womens Network of Texas 2004 - 2008
Leander ISD Leadership September 2006 - May 2007
Cedar Park Citizen's Police Academy February 2006 - May 2006
Wachovia April 1998 - June 2004
Education
Park University
BS
Austin Community College September 2014 - Present
Latino Leaders of America November 2009 - Present
Austin Community College February 2011 - September 2014
Leander Educational Excellence Foundation August 2006 - August 2010
Texas Guaranteed Student Loan Corporation June 2004 - July 2010
Leadership Cedar Park 2009 - 2010
Hispanic Womens Network of Texas 2004 - 2008
Leander ISD Leadership September 2006 - May 2007
Cedar Park Citizen's Police Academy February 2006 - May 2006
Wachovia April 1998 - June 2004
Education
Park University
BS
David Frid David Frid's Wachovia Experience January 2008 - July 2009
Job Project Janitor at Winston Staffing
Industry Information Technology and Services
Experience
Global Brands Group (A member of the Fung Group) November 2014 - Present
EMS Management & Consultants, Inc. November 2013 - November 2014
Unitrends July 2011 - November 2013
L-3 Communications August 2009 - July 2011
Wachovia January 2008 - July 2009
Unitrends September 2005 - January 2008
Expert Solutions Group September 2002 - September 2005
Avanade August 2000 - August 2003
IKON Technology Services September 1997 - September 1999
Lockheed Martin 1992 - 1995
Skills
Virtualization, Disaster Recovery, VMware, Windows Server, SharePoint, Hyper-V, Microsoft SQL Server, Microsoft Exchange, Security, System Administration, Linux, System Deployment, Troubleshooting, Project Delivery, Operating Systems, Technical Support, DNS, Deliverables, Microsoft Technologies, Teamwork, Network Administration, Networking, Enterprise Software, Cloud Computing, Network Security, Storage Area Networks, Firewalls, Unix, Servers, Windows
Education
Oregon State University 1983 — 1986
Bachelors
Portland State University 1981 — 1983
Bachelor of Science (B.S.)
Global Brands Group (A member of the Fung Group) November 2014 - Present
EMS Management & Consultants, Inc. November 2013 - November 2014
Unitrends July 2011 - November 2013
L-3 Communications August 2009 - July 2011
Wachovia January 2008 - July 2009
Unitrends September 2005 - January 2008
Expert Solutions Group September 2002 - September 2005
Avanade August 2000 - August 2003
IKON Technology Services September 1997 - September 1999
Lockheed Martin 1992 - 1995
Skills
Virtualization, Disaster Recovery, VMware, Windows Server, SharePoint, Hyper-V, Microsoft SQL Server, Microsoft Exchange, Security, System Administration, Linux, System Deployment, Troubleshooting, Project Delivery, Operating Systems, Technical Support, DNS, Deliverables, Microsoft Technologies, Teamwork, Network Administration, Networking, Enterprise Software, Cloud Computing, Network Security, Storage Area Networks, Firewalls, Unix, Servers, Windows
Education
Oregon State University 1983 — 1986
Bachelors
Portland State University 1981 — 1983
Bachelor of Science (B.S.)
Zelimir Koljesar Zelimir Koljesar's Wachovia Experience April 2007 - June 2009
Job Developer at Premier, Inc
Industry Computer Software
Experience
Premier, Inc. February 2011 - Present
Wells Fargo June 2009 - February 2011
Wachovia April 2007 - June 2009
National Background Data, LLC July 2005 - April 2007
National Background Data, LLC May 2005 - July 2005
Snowman September 2004 - May 2005
Rusyn Outpost: North America September 2003 - September 2004
Skills
Java, XML, Oracle, Tomcat, JSP, iBatis, REST, Microsoft SQL Server, Databases, JUnit, XHTML, Eclipse, XSLT, Web Services, SQL, JavaScript, JBoss Application Server, Spring, Agile Methodologies, Ant, Struts, JDBC, Subversion, JMS, AJAX, Hibernate, Servlets, Websphere, PL/SQL, Object Oriented Design, Spring Framework
Education
Penn State University 1999 — 2003
BS, Computer Science and Engineering
Premier, Inc. February 2011 - Present
Wells Fargo June 2009 - February 2011
Wachovia April 2007 - June 2009
National Background Data, LLC July 2005 - April 2007
National Background Data, LLC May 2005 - July 2005
Snowman September 2004 - May 2005
Rusyn Outpost: North America September 2003 - September 2004
Skills
Java, XML, Oracle, Tomcat, JSP, iBatis, REST, Microsoft SQL Server, Databases, JUnit, XHTML, Eclipse, XSLT, Web Services, SQL, JavaScript, JBoss Application Server, Spring, Agile Methodologies, Ant, Struts, JDBC, Subversion, JMS, AJAX, Hibernate, Servlets, Websphere, PL/SQL, Object Oriented Design, Spring Framework
Education
Penn State University 1999 — 2003
BS, Computer Science and Engineering
David Disk David Disk's Wachovia Experience February 1987 - March 1998
Job Business Analyst Project Manager at GARDA Cash Logistics
Industry Financial Services
Experience
GARDA Cash Logistics April 2004 - Present
Fiserv February 1998 - March 2004
Wachovia February 1987 - March 1998
Skills
Process Improvement, Problem Solving, Financial Analysis, Teamwork, Strategic Planning, Customer Relations, Compliance, Operations Management, Business Analysis, Banking, Accounting, Managerial Finance, Customer Service, Risk Management, Team Building, Finance, Project Management, Executive Management, Vendor Management, Forecasting, Change Management, Management, Strategy, Business Development, Cross-functional Team..., Mergers & Acquisitions, Contract Negotiation, Analysis, Business Process..., Budgets, New Business Development, Team Leadership, Program Management, Account Management, Product Management, Training, Business Strategy, P&L Management, Cash Management, Logistics, Management Consulting, Business Planning, Performance Management
Education
Philadelphia University 1993 — 1996
MBA, Finance
Philadelphia University 1978 — 1982
Bachelor of Science (BS), Business Administration and Management, General
Lower Moreland High School 1974 — 1978
GARDA Cash Logistics April 2004 - Present
Fiserv February 1998 - March 2004
Wachovia February 1987 - March 1998
Skills
Process Improvement, Problem Solving, Financial Analysis, Teamwork, Strategic Planning, Customer Relations, Compliance, Operations Management, Business Analysis, Banking, Accounting, Managerial Finance, Customer Service, Risk Management, Team Building, Finance, Project Management, Executive Management, Vendor Management, Forecasting, Change Management, Management, Strategy, Business Development, Cross-functional Team..., Mergers & Acquisitions, Contract Negotiation, Analysis, Business Process..., Budgets, New Business Development, Team Leadership, Program Management, Account Management, Product Management, Training, Business Strategy, P&L Management, Cash Management, Logistics, Management Consulting, Business Planning, Performance Management
Education
Philadelphia University 1993 — 1996
MBA, Finance
Philadelphia University 1978 — 1982
Bachelor of Science (BS), Business Administration and Management, General
Lower Moreland High School 1974 — 1978
Kamal Busam's Wachovia Experience April 2007 - May 2010
Job Senior Information Technology Executive
Industry Capital Markets
Experience
Wells Fargo May 2010 - Present
Wachovia April 2007 - May 2010
Constellation Energy October 2006 - April 2007
Arizona Public Services (APS) 1998 - 2006
Corporate systems 1997 - 1998
Education
Osmania University 1992 — 1996
Bachelors
Wells Fargo May 2010 - Present
Wachovia April 2007 - May 2010
Constellation Energy October 2006 - April 2007
Arizona Public Services (APS) 1998 - 2006
Corporate systems 1997 - 1998
Education
Osmania University 1992 — 1996
Bachelors
Gretchen Latham Gretchen Latham's Wachovia Experience June 2004 - June 2008
Job Real Estate and Lending Professional
Industry Financial Services
Experience
Wells Fargo Home Mortgage May 2015 - Present
Wells Fargo Home Mortgage October 2013 - April 2015
Wells Fargo Home Mortgage June 2008 - September 2013
Wachovia June 2004 - June 2008
World Savings February 2003 - May 2004
Skills
Asset Management, Pipeline Management, Mortgage Lending, Risk Management, Real Estate, Strategic Planning, Vendor Management, Sales Management, Policy Analysis, Project Management, REO, Loans, Mortgage Banking, Loan Origination, Credit Analysis, Evictions, Credit Risk, Construction Management, Underwriting, Policy Review, Salesforce.com, Sales Rep Training, Property Management, Finance, Management, Banking, Credit, Refinance, Sales
Education
University of California, Riverside 2000 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Ohlone College 1997 — 2000
Wells Fargo Home Mortgage May 2015 - Present
Wells Fargo Home Mortgage October 2013 - April 2015
Wells Fargo Home Mortgage June 2008 - September 2013
Wachovia June 2004 - June 2008
World Savings February 2003 - May 2004
Skills
Asset Management, Pipeline Management, Mortgage Lending, Risk Management, Real Estate, Strategic Planning, Vendor Management, Sales Management, Policy Analysis, Project Management, REO, Loans, Mortgage Banking, Loan Origination, Credit Analysis, Evictions, Credit Risk, Construction Management, Underwriting, Policy Review, Salesforce.com, Sales Rep Training, Property Management, Finance, Management, Banking, Credit, Refinance, Sales
Education
University of California, Riverside 2000 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Ohlone College 1997 — 2000
Kent Solmaz Kent Solmaz's Wachovia Experience 1999 - 2005
Job Senior Compliance Examiner at FDIC
Industry Banking
Experience
FDIC September 2008 - Present
Empire Equity Group, Inc.,DBA 1st Metropolitan Mortgage ® September 2007 - July 2008
IBM Lender Business Process Services February 2007 - July 2007
Wells Fargo 2005 - 2007
Wachovia 1999 - 2005
Skills
Compliance, Fair Lending, Banking, Relationship Management, Executive Management, Enterprise Risk..., Training, Management, Risk Management, Retail Banking, Quality Assurance, Mortgage Banking, Consumer Lending, Vendor Management, Auditing, Operational Risk..., Project Management, Analytical Skills, USA PATRIOT Act, Contract Management, Business Continuity..., AML, Financial Risk, Internal Audit, Process Improvement, Underwriting, Strategic Planning, Mortgage Lending, Community Reinvestment..., Legal Compliance, Public Affairs, Congressional Affairs, Congressional..., Team Building, Bank Secrecy Act, OFAC, Securities, Strategy, Capital Markets, Asset Management, Securities Regulation, Fairs, Fraud, Quality Auditing, KYC, Corporate Governance, Financial Regulation, Fixed Income, Commercial Banking, Financial Institutions
Education
Park University
BS
FDIC September 2008 - Present
Empire Equity Group, Inc.,DBA 1st Metropolitan Mortgage ® September 2007 - July 2008
IBM Lender Business Process Services February 2007 - July 2007
Wells Fargo 2005 - 2007
Wachovia 1999 - 2005
Skills
Compliance, Fair Lending, Banking, Relationship Management, Executive Management, Enterprise Risk..., Training, Management, Risk Management, Retail Banking, Quality Assurance, Mortgage Banking, Consumer Lending, Vendor Management, Auditing, Operational Risk..., Project Management, Analytical Skills, USA PATRIOT Act, Contract Management, Business Continuity..., AML, Financial Risk, Internal Audit, Process Improvement, Underwriting, Strategic Planning, Mortgage Lending, Community Reinvestment..., Legal Compliance, Public Affairs, Congressional Affairs, Congressional..., Team Building, Bank Secrecy Act, OFAC, Securities, Strategy, Capital Markets, Asset Management, Securities Regulation, Fairs, Fraud, Quality Auditing, KYC, Corporate Governance, Financial Regulation, Fixed Income, Commercial Banking, Financial Institutions
Education
Park University
BS
Jason Mauskapf, PHR's Wachovia Experience 2004 - 2004
Job Senior HR Business Partner, Dominion Generation
Industry Human Resources
Experience
Dominion September 2014 - Present
Dominion Resources Services Inc. June 2008 - August 2014
Dominion Resources Services, Inc. April 2007 - June 2008
Saxon Mortgage September 2004 - April 2007
Wachovia 2004 - 2004
Robert Half 2003 - 2004
Maxim Healthcare 2000 - 2003
Skills
Employee Relations, Recruiting, Talent Acquisition, Applicant Tracking..., College Recruiting, Talent Management, Human Resources, Interviews, Training, Sourcing, Internet Recruiting, Screening Resumes, Temporary Placement, Compensation & Benefit, Vendor Management, Diversity and Inclusion, Technical Recruiting, Employee Benefits, Hiring, New Hire Orientations, Management, Onboarding, Payroll, Workforce Planning, Job Fairs, Executive Search, Personnel Management, Deferred Compensation, Succession Planning, SDLC, Benefits Negotiation, Employee Engagement, HRIS, Performance Management, Labor Relations, Job Descriptions, Energy, Power Generation, Power Distribution, Power Transmission, Natural Gas, Oil & Gas Industry, Personal Finance
Education
Old Dominion University 1993 — 1997
BSBA, Management/Human Resources
Dominion September 2014 - Present
Dominion Resources Services Inc. June 2008 - August 2014
Dominion Resources Services, Inc. April 2007 - June 2008
Saxon Mortgage September 2004 - April 2007
Wachovia 2004 - 2004
Robert Half 2003 - 2004
Maxim Healthcare 2000 - 2003
Skills
Employee Relations, Recruiting, Talent Acquisition, Applicant Tracking..., College Recruiting, Talent Management, Human Resources, Interviews, Training, Sourcing, Internet Recruiting, Screening Resumes, Temporary Placement, Compensation & Benefit, Vendor Management, Diversity and Inclusion, Technical Recruiting, Employee Benefits, Hiring, New Hire Orientations, Management, Onboarding, Payroll, Workforce Planning, Job Fairs, Executive Search, Personnel Management, Deferred Compensation, Succession Planning, SDLC, Benefits Negotiation, Employee Engagement, HRIS, Performance Management, Labor Relations, Job Descriptions, Energy, Power Generation, Power Distribution, Power Transmission, Natural Gas, Oil & Gas Industry, Personal Finance
Education
Old Dominion University 1993 — 1997
BSBA, Management/Human Resources
Don Bodnar's Wachovia Experience May 1997 - September 1997
Job Investment Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2008 - Present
Actelion 2006 - November 2014
Grow A Company November 2007 - December 2009
Irongate Capital Management LLC June 2007 - October 2007
Merrill Lynch 2000 - June 2007
McNeil 1997 - 1998
Johnson & Johnson 1997 - 1998
Wachovia May 1997 - September 1997
Skills
Customer Relations, Event Management, Investments, Asset Management, Financial Planning, PowerPoint, Excel, Microsoft Excel, Strategic Financial..., Management, Series 7, Finance, Portfolio Management, Asset Allocation, Retirement Planning, Salesforce.com, Banking, Alternative Investments, Wealth Management, Sales, CRM, Marketing, Hedge Funds, Financial Analysis, Financial Modeling, Investment Strategies, Risk Management, Financial Services, Customer Service
Education
Penn State University 1995 — 1999
BS
Merrill Lynch February 2008 - Present
Actelion 2006 - November 2014
Grow A Company November 2007 - December 2009
Irongate Capital Management LLC June 2007 - October 2007
Merrill Lynch 2000 - June 2007
McNeil 1997 - 1998
Johnson & Johnson 1997 - 1998
Wachovia May 1997 - September 1997
Skills
Customer Relations, Event Management, Investments, Asset Management, Financial Planning, PowerPoint, Excel, Microsoft Excel, Strategic Financial..., Management, Series 7, Finance, Portfolio Management, Asset Allocation, Retirement Planning, Salesforce.com, Banking, Alternative Investments, Wealth Management, Sales, CRM, Marketing, Hedge Funds, Financial Analysis, Financial Modeling, Investment Strategies, Risk Management, Financial Services, Customer Service
Education
Penn State University 1995 — 1999
BS
Eric Gunderson's Wachovia Experience September 2005 - January 2009
Job Team Lead, Client Services
Industry Human Resources
Experience
ADP February 2015 - Present
ADP August 2011 - January 2015
ADP January 2009 - August 2011
Wachovia September 2005 - January 2009
Family Christian Stores November 2003 - September 2005
REI April 2001 - November 2004
PFIC Securities January 1999 - April 2001
First Command Financial Planning August 1994 - December 1998
Edward Jones June 1993 - August 1994
US Army June 1986 - February 1993
Skills
Management, Leadership, Sales, Customer Service, Team Building, Strategy, Team Leadership, Financial Services, Negotiation, Insurance, Public Speaking
Education
Oregon State University 1982 — 1986
Bachelor of Science, Geology
University of Southern California 1982 — 1983
N/A, GEOLOGY
ADP February 2015 - Present
ADP August 2011 - January 2015
ADP January 2009 - August 2011
Wachovia September 2005 - January 2009
Family Christian Stores November 2003 - September 2005
REI April 2001 - November 2004
PFIC Securities January 1999 - April 2001
First Command Financial Planning August 1994 - December 1998
Edward Jones June 1993 - August 1994
US Army June 1986 - February 1993
Skills
Management, Leadership, Sales, Customer Service, Team Building, Strategy, Team Leadership, Financial Services, Negotiation, Insurance, Public Speaking
Education
Oregon State University 1982 — 1986
Bachelor of Science, Geology
University of Southern California 1982 — 1983
N/A, GEOLOGY
Fred Cline's Wachovia Experience June 1999 - Present
Job Sr Financial Consultant
Industry Banking
Experience
Wachovia June 1999 - Present
First Union 1999 - 2007
Education
Pfeiffer University 1996 — 2004
M.B.A., Undergraduate in Accounting and Masters in Business
Wachovia June 1999 - Present
First Union 1999 - 2007
Education
Pfeiffer University 1996 — 2004
M.B.A., Undergraduate in Accounting and Masters in Business
Kristelle Goulias kristelle.goulias@citi.com's Wachovia Experience June 2008 - February 2011
Job Senior Recruiter at Citi
Industry Human Resources
Experience
Citi March 2011 - Present
Wachovia June 2008 - February 2011
Merrill Lynch January 2007 - June 2007
Andiamo Partners May 2006 - January 2007
Education
Pace University 2002 — 2006
Citi March 2011 - Present
Wachovia June 2008 - February 2011
Merrill Lynch January 2007 - June 2007
Andiamo Partners May 2006 - January 2007
Education
Pace University 2002 — 2006
Felix Gao's Wachovia Experience 2005 - 2007
Job at BlueKai
Industry Financial Services
Experience
BlueKai January 2010 - February 2015
Oracle 2014 - 2015
Oracle 2014 - 2015
Amgen July 2008 - October 2009
Goldman Sachs May 2007 - August 2007
Wachovia 2005 - 2007
World Savings 2004 - 2006
Skills
EJB, Java, Hadoop, Scrum, MySQL, Distributed Systems, Agile Methodologies, Data Warehousing
Education
University of California, Los Angeles 2006 — 2008
University of California, Davis 2003 — 2005
BS, Computer Science
Ohlone College 2000 — 2003
BlueKai January 2010 - February 2015
Oracle 2014 - 2015
Oracle 2014 - 2015
Amgen July 2008 - October 2009
Goldman Sachs May 2007 - August 2007
Wachovia 2005 - 2007
World Savings 2004 - 2006
Skills
EJB, Java, Hadoop, Scrum, MySQL, Distributed Systems, Agile Methodologies, Data Warehousing
Education
University of California, Los Angeles 2006 — 2008
University of California, Davis 2003 — 2005
BS, Computer Science
Ohlone College 2000 — 2003
Jeffrey Grimes, CISSP, CISA's Wachovia Experience July 2005 - Present
Job Manager, Information Technology
Industry Security and Investigations
Experience
Wachovia July 2005 - Present
Wells Fargo Advisors 2005 - Present
Etrade Financial 2004 - 2005
Education
Old Dominion University 1995 — 1999
Wachovia July 2005 - Present
Wells Fargo Advisors 2005 - Present
Etrade Financial 2004 - 2005
Education
Old Dominion University 1995 — 1999
Lori Ferguson's Wachovia Experience December 2005 - January 2007
Job Business Initiatives Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2014 - Present
Wells Fargo October 2000 - September 2014
Wachovia December 2005 - January 2007
Dickens Mitchener October 1999 - October 2000
Skills
Portfolio Management, Risk Management, Relationship Management, Vendor Management, Project Management, Strategic Planning, Asset Management, Process Improvement, Management, Banking, Financial Analysis, Real Estate, Mergers & Acquisitions, Human Resources, Business Analysis, Business Process...
Education
Penn State University 1991 — 1995
Wells Fargo October 2014 - Present
Wells Fargo October 2000 - September 2014
Wachovia December 2005 - January 2007
Dickens Mitchener October 1999 - October 2000
Skills
Portfolio Management, Risk Management, Relationship Management, Vendor Management, Project Management, Strategic Planning, Asset Management, Process Improvement, Management, Banking, Financial Analysis, Real Estate, Mergers & Acquisitions, Human Resources, Business Analysis, Business Process...
Education
Penn State University 1991 — 1995
Kate Porsche's Wachovia Experience June 2005 - October 2006
Job Economic Development & Urban Renewal Director at City of Albany Oregon
Industry Government Relations
Experience
City of Albany Oregon July 2013 - Present
City of Albany October 2006 - July 2013
Wachovia June 2005 - October 2006
Wachovia October 2004 - June 2005
Oregon State Lottery March 2003 - September 2004
PNC Bank June 1999 - March 2003
Bank of America 1997 - 1999
John L. Scott September 1995 - July 1997
The Corvallis Gazette Times July 1994 - November 1994
Skills
Government Liaison, Community Relations, Program Development, Public Speaking, Customer Service, Microsoft Office, Access, Community Outreach, Promotions, Government, Writing, Visio, Research, Analysis, Technical Writing, Public Relations, SharePoint, Budgeting, Data Analysis, Media Relations, Historic Preservation, Neighborhood..., Community Economic..., Downtown Revitalization, Community Development, Budgets, Economic Development, Training, Management, Project Management, Strategic Communications, Policy Analysis, Public Policy, Policy
Education
Oregon State University 2008 — 2012
Master's in Public Policy, Public Policy, Public Administration, Environmental Issues, Economics
Oregon State University 1989 — 2008
B.S. Liberal Arts, Communication, Political Science, Environmental Policy
City of Albany Oregon July 2013 - Present
City of Albany October 2006 - July 2013
Wachovia June 2005 - October 2006
Wachovia October 2004 - June 2005
Oregon State Lottery March 2003 - September 2004
PNC Bank June 1999 - March 2003
Bank of America 1997 - 1999
John L. Scott September 1995 - July 1997
The Corvallis Gazette Times July 1994 - November 1994
Skills
Government Liaison, Community Relations, Program Development, Public Speaking, Customer Service, Microsoft Office, Access, Community Outreach, Promotions, Government, Writing, Visio, Research, Analysis, Technical Writing, Public Relations, SharePoint, Budgeting, Data Analysis, Media Relations, Historic Preservation, Neighborhood..., Community Economic..., Downtown Revitalization, Community Development, Budgets, Economic Development, Training, Management, Project Management, Strategic Communications, Policy Analysis, Public Policy, Policy
Education
Oregon State University 2008 — 2012
Master's in Public Policy, Public Policy, Public Administration, Environmental Issues, Economics
Oregon State University 1989 — 2008
B.S. Liberal Arts, Communication, Political Science, Environmental Policy
Kenneth Sepp's Wachovia Experience 2001 - Present
Job Managing Director at Wachovia
Industry Banking
Experience
Wachovia 2001 - Present
Congress Financial 2001 - 2008
FINOVA Capital Corporation 1997 - 2001
Transamerica 1991 - 1997
Westinghouse Credit 1990 - 1991
Heller Financial 1989 - 1989
GE Capital 1974 - 1988
Education
Pace University - Lubin School of Business
Wachovia 2001 - Present
Congress Financial 2001 - 2008
FINOVA Capital Corporation 1997 - 2001
Transamerica 1991 - 1997
Westinghouse Credit 1990 - 1991
Heller Financial 1989 - 1989
GE Capital 1974 - 1988
Education
Pace University - Lubin School of Business
Kevin Dunkelgod's Wachovia Experience November 2005 - Present
Job Senior Account Executive at Wachovia
Industry Banking
Experience
Wachovia November 2005 - Present
Education
Oklahoma State University
Wachovia November 2005 - Present
Education
Oklahoma State University
Scott Kline's Wachovia Experience March 2008 - November 2008
Job SVP Shared Ops Svcs Finance at
Industry Financial Services
Experience
Bank of America April 2011 - Present
Bank of America November 2008 - April 2011
Wachovia March 2008 - November 2008
HSBC Mortgage Services August 2005 - February 2008
Bank of America August 2001 - August 2005
Bank of America February 1998 - August 2001
Bank of America July 1996 - February 1998
NationsCredit 1987 - 1996
Skills
Banking, Loans, Mortgage Lending, Financial Risk, Loan Origination, Risk Management, Financial Services, Mortgage Banking, Financial Modeling, Credit Risk, Human Resources, Business Transformation, Bank Mergers, Secondary Mortgage..., Mortgage Underwriting, Operating Budgets, Strategic Planning, Corporate Finance, Strategy, Finance
Education
Penn State University 1981 — 1985
Bachelor of Science (BS), Accounting
Bank of America April 2011 - Present
Bank of America November 2008 - April 2011
Wachovia March 2008 - November 2008
HSBC Mortgage Services August 2005 - February 2008
Bank of America August 2001 - August 2005
Bank of America February 1998 - August 2001
Bank of America July 1996 - February 1998
NationsCredit 1987 - 1996
Skills
Banking, Loans, Mortgage Lending, Financial Risk, Loan Origination, Risk Management, Financial Services, Mortgage Banking, Financial Modeling, Credit Risk, Human Resources, Business Transformation, Bank Mergers, Secondary Mortgage..., Mortgage Underwriting, Operating Budgets, Strategic Planning, Corporate Finance, Strategy, Finance
Education
Penn State University 1981 — 1985
Bachelor of Science (BS), Accounting
Michelle Petta's Wachovia Experience December 2002 - May 2005
Job Technical Delivery Manager, Mobile Technology at Bank of America
Industry Financial Services
Experience
Bank of America August 2011 - Present
Bank of America June 2010 - August 2011
TIAA-CREF May 2005 - June 2010
Wachovia December 2002 - May 2005
GE Plastics April 1999 - October 2002
General Electric Corporate January 1995 - April 1999
Skills
Mobile Banking, SDLC, Vendor Management, Business Analysis, Requirements Analysis, Software Project..., Project Portfolio..., IT Strategy, PMO, PMP, Visio, Process Improvement, Data Warehousing, SharePoint, Requirements Gathering, Business Requirements, Project Management, Program Management, IT Management, Management, Business Process..., Integration, Risk Management, Enterprise Architecture, Information Technology
Education
International Sommelier Guild 2007 — 2009
SDP, Wine Education
Penn State University 1990 — 1994
BS, Computer Science
Bank of America August 2011 - Present
Bank of America June 2010 - August 2011
TIAA-CREF May 2005 - June 2010
Wachovia December 2002 - May 2005
GE Plastics April 1999 - October 2002
General Electric Corporate January 1995 - April 1999
Skills
Mobile Banking, SDLC, Vendor Management, Business Analysis, Requirements Analysis, Software Project..., Project Portfolio..., IT Strategy, PMO, PMP, Visio, Process Improvement, Data Warehousing, SharePoint, Requirements Gathering, Business Requirements, Project Management, Program Management, IT Management, Management, Business Process..., Integration, Risk Management, Enterprise Architecture, Information Technology
Education
International Sommelier Guild 2007 — 2009
SDP, Wine Education
Penn State University 1990 — 1994
BS, Computer Science
Dan Coll's Wachovia Experience 2002 - 2009
Job Senior Vice President/Regional Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank March 2010 - Present
Wachovia Bank, NA March 1985 - March 2010
Wachovia 2002 - 2009
Carreker 1999 - 2002
CoreStates Bank 1985 - 1999
Skills
Cash Management, Banking, Commercial Banking, Treasury Management, Credit Analysis, Trading, Credit, Small Business Lending, Payments, Capital Markets, Financial Institutions, Portfolio Management, Commercial Lending, Management, Credit Risk, Loans, Risk Management, Electronic Payments, Financial Risk, Relationship Management, Financial Services
Education
Penn State University 1980 — 1984
BA Finance, Finance
Wells Fargo Bank March 2010 - Present
Wachovia Bank, NA March 1985 - March 2010
Wachovia 2002 - 2009
Carreker 1999 - 2002
CoreStates Bank 1985 - 1999
Skills
Cash Management, Banking, Commercial Banking, Treasury Management, Credit Analysis, Trading, Credit, Small Business Lending, Payments, Capital Markets, Financial Institutions, Portfolio Management, Commercial Lending, Management, Credit Risk, Loans, Risk Management, Electronic Payments, Financial Risk, Relationship Management, Financial Services
Education
Penn State University 1980 — 1984
BA Finance, Finance
Mitch Barbee's Wachovia Experience 1990 - 2004
Job Senior Finance Professional
Industry Financial Services
Experience
TIAA-CREF February 2015 - Present
MB Consulting 2008 - Present
TIAA-CREF 2015 - 2015
The North Highland Company March 2010 - December 2013
HSBC 2005 - 2007
Wachovia 1990 - 2004
Wachovia Bank 1990 - 1998
Skills
Strategic Financial..., Management Consulting, Business Process..., Management, Business Analysis, Banking, Risk Management, Finance, Process Improvement, Financial Analysis, Financial Services, Strategy, Change Management, Mergers & Acquisitions
Education
Pfeiffer University 1990 — 1992
MBA
Wingate University 1979 — 1983
TIAA-CREF February 2015 - Present
MB Consulting 2008 - Present
TIAA-CREF 2015 - 2015
The North Highland Company March 2010 - December 2013
HSBC 2005 - 2007
Wachovia 1990 - 2004
Wachovia Bank 1990 - 1998
Skills
Strategic Financial..., Management Consulting, Business Process..., Management, Business Analysis, Banking, Risk Management, Finance, Process Improvement, Financial Analysis, Financial Services, Strategy, Change Management, Mergers & Acquisitions
Education
Pfeiffer University 1990 — 1992
MBA
Wingate University 1979 — 1983
Justin Perella's Wachovia Experience February 2002 - September 2006
Job Mortgage Loan Officer at Bank of America
Industry Financial Services
Experience
Bank of America September 2006 - Present
Wachovia February 2002 - September 2006
Education
Penn State University 1991 — 1996
Bank of America September 2006 - Present
Wachovia February 2002 - September 2006
Education
Penn State University 1991 — 1996
Donna Trottnow's Wachovia Experience August 1989 - August 2009
Job VPSenior Compliance Officer at PNC Capital Markets LLC
Industry Capital Markets
Experience
PNC Capital Markets LLC August 2009 - Present
Wachovia August 1989 - August 2009
Skills
Capital Markets, Securities, Series 7, Fixed Income, Series 63, Risk Management, Equities, Derivatives, Asset Management, Investment Banking, Financial Services, Investments, Banking
Education
Penn State University 1985 — 1989
PNC Capital Markets LLC August 2009 - Present
Wachovia August 1989 - August 2009
Skills
Capital Markets, Securities, Series 7, Fixed Income, Series 63, Risk Management, Equities, Derivatives, Asset Management, Investment Banking, Financial Services, Investments, Banking
Education
Penn State University 1985 — 1989
Sandi Lewis, HCS's Wachovia Experience 2002 - 2005
Job Director, Market HR Leader at PricewaterhouseCoopers
Industry Human Resources
Experience
PricewaterhouseCoopers March 2006 - Present
Wachovia 2002 - 2005
SouthTrust Bank 1997 - 2002
Skills
Talent Management, Performance Management, Employee Relations, Leadership Development, Coaching, Talent Development, Diversity Training, Strategic Planning, Career Development, Employee Engagement, HR Strategy, Human Capital Management, Succession Planning, Personnel Management, Talent Acquisition, Leadership, Workforce Planning, Human Resources
Education
Pennsylvania State University, University Park 1986 — 1990
Bachelor of Arts (BA)
PricewaterhouseCoopers March 2006 - Present
Wachovia 2002 - 2005
SouthTrust Bank 1997 - 2002
Skills
Talent Management, Performance Management, Employee Relations, Leadership Development, Coaching, Talent Development, Diversity Training, Strategic Planning, Career Development, Employee Engagement, HR Strategy, Human Capital Management, Succession Planning, Personnel Management, Talent Acquisition, Leadership, Workforce Planning, Human Resources
Education
Pennsylvania State University, University Park 1986 — 1990
Bachelor of Arts (BA)
Patrick Markowski's Wachovia Experience August 2000 - December 2005
Job Executive Vice President / Global Operations and ReEngineering at ACE Group
Industry Financial Services
Experience
ACE Group September 2012 - Present
Wells Fargo Advisors November 2009 - August 2012
Wachovia Securities, LLC January 2006 - November 2009
Wachovia August 2000 - December 2005
Bank of America August 1996 - August 2000
M&T Bank July 1992 - August 1996
M&T Bank August 1989 - July 1992
Skills
Banking, Investments, Strategy, Vendor Management, Process Improvement, Program Management, Account Management, Asset Managment, Marketing Strategy, Enterprise Software, Business Analysis, Risk Management, Asset Management, Finance, Mergers & Acquisitions, Management Consulting, Management
Education
Penn State University 1985 — 1989
Bachelor of Science (B.S.), Economics
ACE Group September 2012 - Present
Wells Fargo Advisors November 2009 - August 2012
Wachovia Securities, LLC January 2006 - November 2009
Wachovia August 2000 - December 2005
Bank of America August 1996 - August 2000
M&T Bank July 1992 - August 1996
M&T Bank August 1989 - July 1992
Skills
Banking, Investments, Strategy, Vendor Management, Process Improvement, Program Management, Account Management, Asset Managment, Marketing Strategy, Enterprise Software, Business Analysis, Risk Management, Asset Management, Finance, Mergers & Acquisitions, Management Consulting, Management
Education
Penn State University 1985 — 1989
Bachelor of Science (B.S.), Economics
Aaditya Bansal's Wachovia Experience 2006 - 2007
Job Senior Data Architect at Netflix
Industry Information Technology and Services
Experience
Netflix October 2012 - Present
Netflix October 2011 - October 2012
Wachovia, A Wells Fargo Company May 2011 - October 2011
Infosys Technologies Ltd October 2009 - October 2011
Aetna October 2010 - April 2011
Capital One Financials January 2009 - October 2009
Wachovia 2006 - 2007
Hero Honda July 2004 - February 2005
Skills
ETL, Teradata, Data Modeling, Data Warehousing, Business Intelligence, Microstrategy, Splunk, Hadoop, SDLC, Informatica, Ab Initio, Unix Shell Scripting, Data Warehouse..., Data Integration, Master Data Management, Big Data, SQL, Business Objects, Requirements Analysis, Dimensional Modeling, Hive, Apache Pig, Sqoop, Software Project..., Oracle, PL/SQL, Erwin, Datastage, Data Quality, Performance Tuning, Data Architecture, Data Migration, OLAP, Database Design, Unix, Business Analysis, Agile Methodologies, Databases, Software Development, Requirements Gathering, Shell Scripting
Education
Panjab University 2000 — 2004
Bachelor of Engineering, Chemical Engineering
Netflix October 2012 - Present
Netflix October 2011 - October 2012
Wachovia, A Wells Fargo Company May 2011 - October 2011
Infosys Technologies Ltd October 2009 - October 2011
Aetna October 2010 - April 2011
Capital One Financials January 2009 - October 2009
Wachovia 2006 - 2007
Hero Honda July 2004 - February 2005
Skills
ETL, Teradata, Data Modeling, Data Warehousing, Business Intelligence, Microstrategy, Splunk, Hadoop, SDLC, Informatica, Ab Initio, Unix Shell Scripting, Data Warehouse..., Data Integration, Master Data Management, Big Data, SQL, Business Objects, Requirements Analysis, Dimensional Modeling, Hive, Apache Pig, Sqoop, Software Project..., Oracle, PL/SQL, Erwin, Datastage, Data Quality, Performance Tuning, Data Architecture, Data Migration, OLAP, Database Design, Unix, Business Analysis, Agile Methodologies, Databases, Software Development, Requirements Gathering, Shell Scripting
Education
Panjab University 2000 — 2004
Bachelor of Engineering, Chemical Engineering
John A. Ruddy, CFA, CPA's Wachovia Experience September 1998 - May 2004
Job Structured Products Specialist
Industry Financial Services
Experience
Black Swan Consulting Group April 2008 - Present
Citigroup May 2007 - February 2008
Sequity Capital May 2004 - May 2007
Wachovia September 1998 - May 2004
KPMG August 1996 - September 1998
FDIC July 1991 - August 1996
Skills
Financial Analysis, Model Portfolios, VBA, Structured Finance, Financial Statements, Presentations, Team Leadership, Financial Modeling, Valuation, Investments, Portfolio Management, Fixed Income, Investment Banking, MBS, Capital Markets, Credit Derivatives, Derivatives, Securities, Hedge Funds, Risk Management, Trading, Securitization, ABS, Training, Structured Products
Education
Pace University 2010 — 2014
Doctorate, Economics and Finance
The George Washington University - School of Business 1993 — 1996
MBA, Finance and Investments
University of Scranton 1987 — 1991
BS, Accounting
Scranton Preparatory School 1983 — 1987
Hight School Diploma, College Prep
Black Swan Consulting Group April 2008 - Present
Citigroup May 2007 - February 2008
Sequity Capital May 2004 - May 2007
Wachovia September 1998 - May 2004
KPMG August 1996 - September 1998
FDIC July 1991 - August 1996
Skills
Financial Analysis, Model Portfolios, VBA, Structured Finance, Financial Statements, Presentations, Team Leadership, Financial Modeling, Valuation, Investments, Portfolio Management, Fixed Income, Investment Banking, MBS, Capital Markets, Credit Derivatives, Derivatives, Securities, Hedge Funds, Risk Management, Trading, Securitization, ABS, Training, Structured Products
Education
Pace University 2010 — 2014
Doctorate, Economics and Finance
The George Washington University - School of Business 1993 — 1996
MBA, Finance and Investments
University of Scranton 1987 — 1991
BS, Accounting
Scranton Preparatory School 1983 — 1987
Hight School Diploma, College Prep
Diana Knox's Wachovia Experience January 2008 - April 2009
Job Business Initiatives Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2014 - Present
Wells Fargo April 2012 - October 2014
Wells Fargo Bank July 2009 - July 2012
Wachovia January 2008 - April 2009
Wachovia July 2006 - December 2007
Wachovia February 2002 - July 2006
Wachovia September 2000 - February 2002
Bank of America September 1999 - September 2000
Charlotte-Mecklenburg Schools 1996 - 1997
Skills
Banking, Risk Management, Financial Services, Management, Business Analysis, Strategy, Finance, Leadership, Credit, Financial Analysis
Education
Vanderbilt University 2005 — 2007
Payments & Operations
Pfeiffer University 1985 — 1989
Bachelore of Science, Accounting
Wells Fargo October 2014 - Present
Wells Fargo April 2012 - October 2014
Wells Fargo Bank July 2009 - July 2012
Wachovia January 2008 - April 2009
Wachovia July 2006 - December 2007
Wachovia February 2002 - July 2006
Wachovia September 2000 - February 2002
Bank of America September 1999 - September 2000
Charlotte-Mecklenburg Schools 1996 - 1997
Skills
Banking, Risk Management, Financial Services, Management, Business Analysis, Strategy, Finance, Leadership, Credit, Financial Analysis
Education
Vanderbilt University 2005 — 2007
Payments & Operations
Pfeiffer University 1985 — 1989
Bachelore of Science, Accounting
Gautam Saggoo's Wachovia Experience October 2009 - Present
Job Project Management Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2013 - Present
WellsFargo July 2010 - Present
Wachovia October 2009 - Present
Solectron Technology 2000 - 2008
Flextronics 2000 - 2007
Solectron 2000 - 2007
Skills
Six Sigma, CSSBB, PMI, Certified Project...
Education
University of Southern Mississippi 1992 — 1993
Masters, Engineering
Osmania University 1988 — 1992
Bachelors, Engineering
Wells Fargo 2013 - Present
WellsFargo July 2010 - Present
Wachovia October 2009 - Present
Solectron Technology 2000 - 2008
Flextronics 2000 - 2007
Solectron 2000 - 2007
Skills
Six Sigma, CSSBB, PMI, Certified Project...
Education
University of Southern Mississippi 1992 — 1993
Masters, Engineering
Osmania University 1988 — 1992
Bachelors, Engineering
Anthony Dilorenzo's Wachovia Experience VP EQUITY DERIVATIVESWachovia Securities2007 - Present
Job VICE PRESIDENT at Wachovia
Industry Financial Services
Experience
Wachovia VP EQUITY DERIVATIVESWachovia Securities2007 - Present
JP Morgan 1993 - 1997
Education
Pace University 1987 — 1992
Wachovia VP EQUITY DERIVATIVESWachovia Securities2007 - Present
JP Morgan 1993 - 1997
Education
Pace University 1987 — 1992
DeAnna Plumley's Wachovia Experience September 1997 - June 2003
Job Financial Services Professional
Industry Banking
Experience
Guild Mortgage July 2015 - Present
TD December 2011 - July 2015
First Citizens Bank and Trust Company, Inc. June 2008 - December 2011
Indymac Bank October 2004 - October 2007
Washington Mutual June 2003 - September 2004
Wachovia September 1997 - June 2003
Skills
Mortgage Lending, Credit Analysis, Mortgage Underwriting, Banking, Credit, Loans, Mortgage Banking, Refinance, Residential Mortgages
Education
Orange Coast College 1988 — 1989
Guild Mortgage July 2015 - Present
TD December 2011 - July 2015
First Citizens Bank and Trust Company, Inc. June 2008 - December 2011
Indymac Bank October 2004 - October 2007
Washington Mutual June 2003 - September 2004
Wachovia September 1997 - June 2003
Skills
Mortgage Lending, Credit Analysis, Mortgage Underwriting, Banking, Credit, Loans, Mortgage Banking, Refinance, Residential Mortgages
Education
Orange Coast College 1988 — 1989
Angelia Friz's Wachovia Experience AnalystA. G. Edwards2001 - 2009
Job Analyst at Wachovia
Industry Computer Software
Experience
Wachovia AnalystA. G. Edwards2001 - 2009
Education
Oklahoma State University 1986 — 1988
B.S., Business - Management Information Systems
Wachovia AnalystA. G. Edwards2001 - 2009
Education
Oklahoma State University 1986 — 1988
B.S., Business - Management Information Systems
Victoria Orlowski's Wachovia Experience 2004 - 2006
Job VP at The Bank of New York Mellon
Industry Banking
Experience
BNY Mellon 2006 - Present
Wachovia, A Wells Fargo Company 2004 - 2006
Wachovia 2004 - 2006
Wachovia Bank 2004 - 2006
Harris Bank 1980 - 2004
Skills
Valuation, Commercial Lending, Fixed Income, Capital Markets, Cross-functional Team..., FX Options, Corporate Finance, Credit, Banking, Wealth Management, Investment Banking, Finance, Project Finance, Structured Finance, Mergers & Acquisitions, Commercial Banking, Credit Risk, Financial Risk, Loans, Relationship Management, Securities, Credit Analysis, Treasury Management, Financial Institutions, Financial Analysis, Payments, Financial Services, Asset Management, Equities, Derivatives, Financial Reporting, Portfolio Management, Financial Markets, Investments, Trade Finance, Risk Management, Cash Management, Financial Modeling, AML, Trading, Due Diligence
Education
Pace University
BNY Mellon 2006 - Present
Wachovia, A Wells Fargo Company 2004 - 2006
Wachovia 2004 - 2006
Wachovia Bank 2004 - 2006
Harris Bank 1980 - 2004
Skills
Valuation, Commercial Lending, Fixed Income, Capital Markets, Cross-functional Team..., FX Options, Corporate Finance, Credit, Banking, Wealth Management, Investment Banking, Finance, Project Finance, Structured Finance, Mergers & Acquisitions, Commercial Banking, Credit Risk, Financial Risk, Loans, Relationship Management, Securities, Credit Analysis, Treasury Management, Financial Institutions, Financial Analysis, Payments, Financial Services, Asset Management, Equities, Derivatives, Financial Reporting, Portfolio Management, Financial Markets, Investments, Trade Finance, Risk Management, Cash Management, Financial Modeling, AML, Trading, Due Diligence
Education
Pace University
Pamela Sublette Orlosky's Wachovia Experience December 1984 - June 1998
Job Ops Data Quality Team Leader I at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. September 2014 - Present
Santander January 2009 - Present
Sovereign Bank March 2001 - Present
Wachovia December 1984 - June 1998
Skills
Portfolio Management, Analytics, Testing, Cards, Banking, Excel, Mergers, PowerPoint, Debit Cards, Business Analysis, Microsoft Office, Vendor Management, Process Improvement, Analysis, Requirements Analysis, Problem Solving, Integration, Access, Credit Cards, Databases, Business Process..., SQL, Oracle, Payment Cards, Requirements Gathering, Risk Management
Education
Penn State University 1999 — 2000
Paralegal
Santander Bank, N.A. September 2014 - Present
Santander January 2009 - Present
Sovereign Bank March 2001 - Present
Wachovia December 1984 - June 1998
Skills
Portfolio Management, Analytics, Testing, Cards, Banking, Excel, Mergers, PowerPoint, Debit Cards, Business Analysis, Microsoft Office, Vendor Management, Process Improvement, Analysis, Requirements Analysis, Problem Solving, Integration, Access, Credit Cards, Databases, Business Process..., SQL, Oracle, Payment Cards, Requirements Gathering, Risk Management
Education
Penn State University 1999 — 2000
Paralegal
Mimi Nueman's Wachovia Experience January 2007 - June 2009
Job Business Consulting at Charlotte, NC
Industry Health, Wellness and Fitness
Experience
Wells Fargo June 2009 - May 2014
Wachovia January 2007 - June 2009
Wachovia Bank May 2004 - January 2007
Jacobsen, A Textron Company May 2002 - October 2003
Frito Lay May 2001 - May 2002
Bank of America June 1999 - May 2001
Skills
Partnerships, Onboarding, Talent Management, Succession Planning, Performance Management, Organizational..., Organizational..., Employee Engagement, Deferred Compensation, Leadership Development, Program Management, Executive Coaching, Change Management, Human Resources, Mergers & Acquisitions, Management, Talent Acquisition, Workforce Planning, Organizational Design, Recruiting
Education
Pfeiffer University 2002 — 2004
Master of Science, Organizational Leadership and Development
Wells Fargo June 2009 - May 2014
Wachovia January 2007 - June 2009
Wachovia Bank May 2004 - January 2007
Jacobsen, A Textron Company May 2002 - October 2003
Frito Lay May 2001 - May 2002
Bank of America June 1999 - May 2001
Skills
Partnerships, Onboarding, Talent Management, Succession Planning, Performance Management, Organizational..., Organizational..., Employee Engagement, Deferred Compensation, Leadership Development, Program Management, Executive Coaching, Change Management, Human Resources, Mergers & Acquisitions, Management, Talent Acquisition, Workforce Planning, Organizational Design, Recruiting
Education
Pfeiffer University 2002 — 2004
Master of Science, Organizational Leadership and Development
Delores Ragland's Wachovia Experience June 2003 - October 2013
Job Independent Consultant at Self Employed as aTastefully Simple Sales Consultant
Industry Marketing and Advertising
Experience
Self Employed as aTastefully Simple Sales Consultant March 2015 - Present
Wells Fargo LockBox June 2003 - October 2013
Wachovia June 2003 - October 2013
Grier Brothers Trucking June 2003 - September 2005
APP Prepaid Gas Cards 2001 - 2002
APP Prepaid Gas Cards 2001 - 2002
Skills
General Ledger, Lockbox, Banking, Financial Analysis, Credit, Accounting, Risk Management, Loans, Finance, Microsoft Excel, Strategic Financial..., Customer Service, Small Business, Access, Accounts Receivable
Education
The University of Findlay 1997 — 1999
BS, Business Management/Accounting
University of Toledo 1993 — 1997
Associate, Accounting
Owens Community College 1989 — 1993
Certificate, Bookkeeping & Accounting
Self Employed as aTastefully Simple Sales Consultant March 2015 - Present
Wells Fargo LockBox June 2003 - October 2013
Wachovia June 2003 - October 2013
Grier Brothers Trucking June 2003 - September 2005
APP Prepaid Gas Cards 2001 - 2002
APP Prepaid Gas Cards 2001 - 2002
Skills
General Ledger, Lockbox, Banking, Financial Analysis, Credit, Accounting, Risk Management, Loans, Finance, Microsoft Excel, Strategic Financial..., Customer Service, Small Business, Access, Accounts Receivable
Education
The University of Findlay 1997 — 1999
BS, Business Management/Accounting
University of Toledo 1993 — 1997
Associate, Accounting
Owens Community College 1989 — 1993
Certificate, Bookkeeping & Accounting
Anji Gadagottu's Wachovia Experience SOA AdminTime Warner CableAugust 2006 - May 2008
Job Middleware admin at Wachovia
Industry Banking
Experience
Wachovia SOA AdminTime Warner CableAugust 2006 - May 2008
BankofAmerica September 2005 - August 2006
IBM 2003 - 2004
Education
University of North Texas 2000 — 2003
MS, Computer Science
Osmania University 1996 — 2000
B.Tech, Textiles
aprs ganapavaram
Wachovia SOA AdminTime Warner CableAugust 2006 - May 2008
BankofAmerica September 2005 - August 2006
IBM 2003 - 2004
Education
University of North Texas 2000 — 2003
MS, Computer Science
Osmania University 1996 — 2000
B.Tech, Textiles
aprs ganapavaram
Rachel Sandberg's Wachovia Experience 1995 - 2009
Job Student at Palm Beach Community College
Industry Hospital & Health Care
Experience
wachovia 1995 - 2009
Education
Palm Beach Community College 2007 — 2011
wachovia 1995 - 2009
Education
Palm Beach Community College 2007 — 2011
Joseph Wheeler's Wachovia Experience 1996 - 1998
Job Senior Manager, Data & System Integrity at Cox Media Group
Industry Newspapers
Experience
Atlanta Journal Constitution April 1998 - Present
BellSouth January 2000 - March 2003
Wachovia 1996 - 1998
Skills
Business Analysis, SQL, Business Intelligence, Project Management, Digital Media, SDLC, Newspapers, Visio
Education
Piedmont College 1986 — 1990
BS, Computer Information Systems
Toccoa Falls Elementary and on...
Atlanta Journal Constitution April 1998 - Present
BellSouth January 2000 - March 2003
Wachovia 1996 - 1998
Skills
Business Analysis, SQL, Business Intelligence, Project Management, Digital Media, SDLC, Newspapers, Visio
Education
Piedmont College 1986 — 1990
BS, Computer Information Systems
Toccoa Falls Elementary and on...
Rick Cuthbert's Wachovia Experience 1986 - 2008
Job Banking Professional
Industry Banking
Experience
Wachovia 1986 - 2008
Wachovia Bank 1986 - 2008
Wachovia Bank and World Savings 1986 - 2008
World Savings / Wachovia 1986 - 2008
Westinghouse Beverage Group August 1976 - April 1986
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1980 — 1984
MBA, Business Administration
Wachovia 1986 - 2008
Wachovia Bank 1986 - 2008
Wachovia Bank and World Savings 1986 - 2008
World Savings / Wachovia 1986 - 2008
Westinghouse Beverage Group August 1976 - April 1986
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1980 — 1984
MBA, Business Administration
Ian Matchett's Wachovia Experience October 2007 - June 2009
Job Senior Change Management Consultant at Duke Energy Corporation
Industry Utilities
Experience
Duke Energy Corporation July 2015 - Present
Duke Energy Corporation October 2014 - July 2015
Duke Energy Corporation August 2013 - October 2014
Duke Energy Corporation (Sherpa Consulting) November 2012 - August 2013
Bank of America July 2011 - August 2012
Bank of America March 2011 - July 2011
Bank of America November 2009 - March 2011
Wells Fargo June 2009 - November 2009
Wachovia October 2007 - June 2009
Bank of America January 2007 - October 2007
Skills
Social Networking, Social Media, Change Leadership, Project Implementation, Strategic Consulting, Continuous Improvement, Business Process..., Six Sigma, Change Management, Strategy, Business Analysis, Leadership, Product Management, Risk Management, Project Management, Process Improvement, Analysis, Integration, Team Leadership, IT Infrastructure..., Management, E-commerce, Stakeholder Management, SharePoint, Business Strategy, Consulting, Vendor Management, Coaching
Education
Pepperdine University 1990 — 1994
BA, Telecommunications
Portage Northern High School 1986 — 1990
Baccalaureate
Duke Energy Corporation July 2015 - Present
Duke Energy Corporation October 2014 - July 2015
Duke Energy Corporation August 2013 - October 2014
Duke Energy Corporation (Sherpa Consulting) November 2012 - August 2013
Bank of America July 2011 - August 2012
Bank of America March 2011 - July 2011
Bank of America November 2009 - March 2011
Wells Fargo June 2009 - November 2009
Wachovia October 2007 - June 2009
Bank of America January 2007 - October 2007
Skills
Social Networking, Social Media, Change Leadership, Project Implementation, Strategic Consulting, Continuous Improvement, Business Process..., Six Sigma, Change Management, Strategy, Business Analysis, Leadership, Product Management, Risk Management, Project Management, Process Improvement, Analysis, Integration, Team Leadership, IT Infrastructure..., Management, E-commerce, Stakeholder Management, SharePoint, Business Strategy, Consulting, Vendor Management, Coaching
Education
Pepperdine University 1990 — 1994
BA, Telecommunications
Portage Northern High School 1986 — 1990
Baccalaureate
Dan Homan's Wachovia Experience 1994 - June 2010
Job Actuary at SageView Consulting
Industry Financial Services
Experience
Sageview Consulting April 2015 - Present
Nyhart August 2013 - April 2015
Frederick Bass & Company, Inc June 2010 - August 2013
Wachovia 1994 - June 2010
Palmer & Cay February 2002 - May 2005
Skills
Defined Benefit, Pensions, Employee Benefits, Actuarial, Retirement, ERISA, Actuarial Science, Retirement Planning
Education
Penn State University 1981 — 1985
Mathematics
Sageview Consulting April 2015 - Present
Nyhart August 2013 - April 2015
Frederick Bass & Company, Inc June 2010 - August 2013
Wachovia 1994 - June 2010
Palmer & Cay February 2002 - May 2005
Skills
Defined Benefit, Pensions, Employee Benefits, Actuarial, Retirement, ERISA, Actuarial Science, Retirement Planning
Education
Penn State University 1981 — 1985
Mathematics
Ron Bacza's Wachovia Experience March 1997 - November 2008
Job Branch Manager at Cherry Creek Mortgage
Industry Financial Services
Experience
Cherry Creek Mortgage August 2013 - Present
Citi October 2012 - August 2013
Hi-Tech Solutions January 2012 - September 2012
GMAC Mortgage November 2010 - May 2011
Gateway Funding June 2010 - November 2010
Realty Executives December 2008 - June 2010
Wachovia March 1997 - November 2008
Amerified/NBD/First Chicago March 1994 - August 1996
Dunne and Carter Real Estate Appraisers June 1992 - March 1994
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Credit, FHA, Banking, Refinance, Real Estate, Underwriting, Sales Management, Credit Analysis, Leadership, Recruiting, Customer Satisfaction, Business Development, Management
Education
Penn State University 2008 — 2009
MBA, Business
University of St. Francis 1990 — 1992
BBA, Marketing
Cherry Creek Mortgage August 2013 - Present
Citi October 2012 - August 2013
Hi-Tech Solutions January 2012 - September 2012
GMAC Mortgage November 2010 - May 2011
Gateway Funding June 2010 - November 2010
Realty Executives December 2008 - June 2010
Wachovia March 1997 - November 2008
Amerified/NBD/First Chicago March 1994 - August 1996
Dunne and Carter Real Estate Appraisers June 1992 - March 1994
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Credit, FHA, Banking, Refinance, Real Estate, Underwriting, Sales Management, Credit Analysis, Leadership, Recruiting, Customer Satisfaction, Business Development, Management
Education
Penn State University 2008 — 2009
MBA, Business
University of St. Francis 1990 — 1992
BBA, Marketing
Jayson Colotti's Wachovia Experience June 2001 - August 2008
Job QC Lead Underwriter at OPUS Capital Markets
Industry Real Estate
Experience
OPUS Capital Markets November 2011 - Present
Moyna Properties March 2009 - October 2011
Wachovia June 2001 - August 2008
Volvo Aero 1998 - 2001
Skills
Mortgage Lending, Property, REO, Real Estate, Real Estate Transactions, Loans, Foreclosures, Investment Properties, Listings, Mortgage Banking, Refinance, Credit, Short Sales, Residential Mortgages, First Time Home Buyers, Finance, Banking, Underwriting, Management, Customer Service, Credit Analysis
Education
Palm Beach State College 2011 — 2013
Associate of Arts (A.A.)
Real Estate Sales Associate License
OPUS Capital Markets November 2011 - Present
Moyna Properties March 2009 - October 2011
Wachovia June 2001 - August 2008
Volvo Aero 1998 - 2001
Skills
Mortgage Lending, Property, REO, Real Estate, Real Estate Transactions, Loans, Foreclosures, Investment Properties, Listings, Mortgage Banking, Refinance, Credit, Short Sales, Residential Mortgages, First Time Home Buyers, Finance, Banking, Underwriting, Management, Customer Service, Credit Analysis
Education
Palm Beach State College 2011 — 2013
Associate of Arts (A.A.)
Real Estate Sales Associate License
Cameron Chalmers's Wachovia Experience 2004 - 2008
Job at American Express
Industry Financial Services
Experience
American Express November 2008 - Present
Wachovia 2004 - 2008
TRIAD FINANCIAL CORP. 2003 - 2004
MBNA AMERICA BANK 1997 - 2003
Education
Palm Beach Community College 1996 — 1998
Coursework towards A.A. Degree
American Express November 2008 - Present
Wachovia 2004 - 2008
TRIAD FINANCIAL CORP. 2003 - 2004
MBNA AMERICA BANK 1997 - 2003
Education
Palm Beach Community College 1996 — 1998
Coursework towards A.A. Degree
Rebecca Renard's Wachovia Experience August 2004 - Present
Job Review Appraiser at Wachovia
Industry Real Estate
Experience
Wachovia August 2004 - Present
Mattes Appraisal Company, Inc October 1993 - August 2004
Education
Oklahoma State University 1980 — 1986
Business Administration, Marketing, Economics
Wachovia August 2004 - Present
Mattes Appraisal Company, Inc October 1993 - August 2004
Education
Oklahoma State University 1980 — 1986
Business Administration, Marketing, Economics
Inez Ornelas's Wachovia Experience January 2007 - September 2008
Job Systems Analyst/Programmer at Zachry Industrial, Inc.
Industry Information Technology and Services
Experience
Zachry Industrial, Inc. October 2008 - Present
Wachovia January 2007 - September 2008
Wachovia Mortgage 2007 - 2008
Wachovia November 2000 - December 2006
US Air Force 1995 - 2000
Skills
Leadership, Business Analysis, Visio, Customer Service, Requirements Analysis, Project Management, Process Improvement, Access, Software Documentation, Security, Project Planning, Program Management, Team Building, Risk Management, PowerPoint, SharePoint, SDLC, Vendor Management, MS Project, IT Management, Troubleshooting, Analysis
Education
Our Lady of the Lake University 2009 — 2010
Information Systems and Security
Texas State University 1982 — 2008
BAAS, Applied Science
Zachry Industrial, Inc. October 2008 - Present
Wachovia January 2007 - September 2008
Wachovia Mortgage 2007 - 2008
Wachovia November 2000 - December 2006
US Air Force 1995 - 2000
Skills
Leadership, Business Analysis, Visio, Customer Service, Requirements Analysis, Project Management, Process Improvement, Access, Software Documentation, Security, Project Planning, Program Management, Team Building, Risk Management, PowerPoint, SharePoint, SDLC, Vendor Management, MS Project, IT Management, Troubleshooting, Analysis
Education
Our Lady of the Lake University 2009 — 2010
Information Systems and Security
Texas State University 1982 — 2008
BAAS, Applied Science
Norman Lewis's Wachovia Experience August 2005 - January 2009
Job Senior Vice President at Wells Fargo Insurance Services, Inc.
Industry Insurance
Experience
Wells Fargo Insurance Services, Inc. January 2009 - Present
Wachovia August 2005 - January 2009
CIGNA Healthcare June 1985 - July 2005
Skills
Underwriting, Health Insurance, Insurance, Disability Insurance, Brokers, Employee Benefits
Education
Ohio Wesleyan University 1979 — 1983
Bachelor of Science (BS), Economics
Wells Fargo Insurance Services, Inc. January 2009 - Present
Wachovia August 2005 - January 2009
CIGNA Healthcare June 1985 - July 2005
Skills
Underwriting, Health Insurance, Insurance, Disability Insurance, Brokers, Employee Benefits
Education
Ohio Wesleyan University 1979 — 1983
Bachelor of Science (BS), Economics
Jason Redmond's Wachovia Experience 2002 - 2008
Job Certified Mortgage Planner at Silverstar Finance, Inc.
Industry Financial Services
Experience
Silverstar Finance, Inc. October 2008 - Present
Wachovia 2002 - 2008
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1997 — 1999
Bachelor of Science, Business Management
Silverstar Finance, Inc. October 2008 - Present
Wachovia 2002 - 2008
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1997 — 1999
Bachelor of Science, Business Management
Linnell Lane's Wachovia Experience May 2006 - December 2008
Job Software Engineer/Web Developer at Intellica Corporation
Industry Information Technology and Services
Experience
Intellica Corporation April 2009 - Present
Wachovia May 2006 - December 2008
Harbor Payments 2003 - 2005
BillServ 2000 - 2003
Billing Concepts 1996 - 2000
San Antonio Independent School District 1993 - 1996
San Antonio Independent School District 1992 - 1993
Education
Our Lady Of The Lake University 1987 — 1991
Bachelors, Computer Information Systems
Intellica Corporation April 2009 - Present
Wachovia May 2006 - December 2008
Harbor Payments 2003 - 2005
BillServ 2000 - 2003
Billing Concepts 1996 - 2000
San Antonio Independent School District 1993 - 1996
San Antonio Independent School District 1992 - 1993
Education
Our Lady Of The Lake University 1987 — 1991
Bachelors, Computer Information Systems
Shane McKenzie's Wachovia Experience April 2007 - Present
Job Administratvie Assistant at Wachovia
Industry Banking
Experience
Wachovia April 2007 - Present
E-Brands Restaurants (Timpano Italian Chophouse in Ft. Lauderdale) 2006 - 2006
Education
Ohio University 2000 — 2004
Bachelors, Marketing, Communication Studies
Wachovia April 2007 - Present
E-Brands Restaurants (Timpano Italian Chophouse in Ft. Lauderdale) 2006 - 2006
Education
Ohio University 2000 — 2004
Bachelors, Marketing, Communication Studies
Katie Parsons's Wachovia Experience February 1987 - September 1997
Job Vice President, Senior Trust Officer at New York Private Trust Company
Industry Financial Services
Experience
New York Private Trust Company September 2013 - Present
The Advisory Trust Company of Delaware October 2010 - September 2013
SEI October 1997 - February 2010
Wachovia February 1987 - September 1997
Skills
Strategic Planning, Wealth Management, Compliance, Banking, Team Leadership, Relationship Management, Customer Experience, Project Management, Project Planning, Leadership, Mutual Funds, Securities, Alternative Investments, Asset Allocation, Financial Planning
Education
Penn State University
New York Private Trust Company September 2013 - Present
The Advisory Trust Company of Delaware October 2010 - September 2013
SEI October 1997 - February 2010
Wachovia February 1987 - September 1997
Skills
Strategic Planning, Wealth Management, Compliance, Banking, Team Leadership, Relationship Management, Customer Experience, Project Management, Project Planning, Leadership, Mutual Funds, Securities, Alternative Investments, Asset Allocation, Financial Planning
Education
Penn State University
Brian Zaph's Wachovia Experience 2006 - 2008
Job Public Safety Professional
Industry Public Safety
Experience
Wachovia 2006 - 2008
Education
Palm Beach Community College
Wachovia 2006 - 2008
Education
Palm Beach Community College
Leonel Leal II's Wachovia Experience December 2002 - November 2008
Job Lead Business Dev Specialist at NuStar Energy L.P.
Industry Information Technology and Services
Experience
NuStar Energy L.P. November 2008 - Present
Wachovia December 2002 - November 2008
Billserv 2000 - 2002
Billing Concepts 1995 - 2000
Skills
Visio, SQL, Microsoft SQL Server, .NET, SDLC, Databases, IIS, ASP.NET, Business Analysis, Integration, Requirements Analysis
Education
Our Lady of the Lake University 1988 — 1995
BBA, Imformation Systems
NuStar Energy L.P. November 2008 - Present
Wachovia December 2002 - November 2008
Billserv 2000 - 2002
Billing Concepts 1995 - 2000
Skills
Visio, SQL, Microsoft SQL Server, .NET, SDLC, Databases, IIS, ASP.NET, Business Analysis, Integration, Requirements Analysis
Education
Our Lady of the Lake University 1988 — 1995
BBA, Imformation Systems
Javier Antonio Lopez's Wachovia Experience October 2006 - May 2009
Job Analytics Consultant
Industry Information Technology and Services
Experience
Wells Fargo 2011 - Present
Wachovia Bank 2009 - 2011
Wachovia October 2006 - May 2009
Wachovia/World Savings 2006 - 2008
World Savings January 2006 - October 2006
World Savings May 2003 - December 2005
World Savings April 2002 - May 2003
World Savings October 2001 - April 2002
Skills
Microsoft SQL Server, Crystal Reports, Access, SharePoint, Programming, Business Analysis, Business Intelligence, Database Administration, SSIS, SSRS, Business Objects, Databases, SQL, Microsoft Office, Process Improvement, Data Analysis, .NET, ASP.NET, Agile Methodologies, Analysis, Analytics, C#, Data Modeling, Data Warehousing, ETL, Enterprise Architecture
Education
Our Lady of the Lake University 1997 — 2001
Bachelors in Business Administration, Computer Information Systems
Wells Fargo 2011 - Present
Wachovia Bank 2009 - 2011
Wachovia October 2006 - May 2009
Wachovia/World Savings 2006 - 2008
World Savings January 2006 - October 2006
World Savings May 2003 - December 2005
World Savings April 2002 - May 2003
World Savings October 2001 - April 2002
Skills
Microsoft SQL Server, Crystal Reports, Access, SharePoint, Programming, Business Analysis, Business Intelligence, Database Administration, SSIS, SSRS, Business Objects, Databases, SQL, Microsoft Office, Process Improvement, Data Analysis, .NET, ASP.NET, Agile Methodologies, Analysis, Analytics, C#, Data Modeling, Data Warehousing, ETL, Enterprise Architecture
Education
Our Lady of the Lake University 1997 — 2001
Bachelors in Business Administration, Computer Information Systems
Karen Mortensen's Wachovia Experience Lead Technical Services AnalystWachovia Securities2005 - Present
Job Lead Technical Analyst/Help Desk Supervisor at Wachovia
Industry Information Technology and Services
Experience
Wachovia Lead Technical Services AnalystWachovia Securities2005 - Present
Education
Palomar College 1990 — 1993
General Ed
Mt. Carmel 1986 — 1990
Wachovia Lead Technical Services AnalystWachovia Securities2005 - Present
Education
Palomar College 1990 — 1993
General Ed
Mt. Carmel 1986 — 1990
Ana Alfred's Wachovia Experience 2003 - 2008
Job Homeownership Advisor at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase December 2009 - Present
JPMorgan Chase 2009 - 2010
Nationwide Home Relief, LLC October 2008 - August 2009
Wachovia Bank January 2004 - August 2008
Wachovia 2003 - 2008
World Savings 2003 - 2008
wachovia 2003 - 2008
World Savings Bank 2003 - 2008
Skills
Loss Mitigation, Mortgage Lending, Loans, Refinance, Banking, Funding, Software Documentation, Mortgage Banking
Education
Palm Beach Community College
Business
JPMorgan Chase December 2009 - Present
JPMorgan Chase 2009 - 2010
Nationwide Home Relief, LLC October 2008 - August 2009
Wachovia Bank January 2004 - August 2008
Wachovia 2003 - 2008
World Savings 2003 - 2008
wachovia 2003 - 2008
World Savings Bank 2003 - 2008
Skills
Loss Mitigation, Mortgage Lending, Loans, Refinance, Banking, Funding, Software Documentation, Mortgage Banking
Education
Palm Beach Community College
Business
Phyllis Tose-Carlton's Wachovia Experience June 2005 - November 2008
Job AppraiserIndependent Contractor at ToseCarlton Inc.
Industry Real Estate
Experience
Tose-Carlton Inc. November 2008 - Present
Wachovia June 2005 - November 2008
Palm Beach County Property Appraiser 1999 - 2001
Skills
FHA, Appraisals, REO, Real Estate, Loss Mitigation, Foreclosures, Investment Properties, Refinance, Short Sales, Real Estate Economics, Condos, Investors, Single Family Homes, Mortgage Banking, Residential Homes, Residential Mortgages, Valuation
Education
Palm Beach State College 1984 — 1986
Bachelor of Science (BS), Business Administration and Management, General
Tose-Carlton Inc. November 2008 - Present
Wachovia June 2005 - November 2008
Palm Beach County Property Appraiser 1999 - 2001
Skills
FHA, Appraisals, REO, Real Estate, Loss Mitigation, Foreclosures, Investment Properties, Refinance, Short Sales, Real Estate Economics, Condos, Investors, Single Family Homes, Mortgage Banking, Residential Homes, Residential Mortgages, Valuation
Education
Palm Beach State College 1984 — 1986
Bachelor of Science (BS), Business Administration and Management, General
Dian Bowman's Wachovia Experience 2002 - 2008
Job Experienced Sales
Industry Marketing and Advertising
Experience
Wachovia/World Savings July 2002 - October 2008
Wachovia 2002 - 2008
Education
Oklahoma State University 1993 — 1999
Bachelor, Psychology
Wachovia/World Savings July 2002 - October 2008
Wachovia 2002 - 2008
Education
Oklahoma State University 1993 — 1999
Bachelor, Psychology
Richard Lavin's Wachovia Experience 2006 - 2008
Job IT Project Manager at Duke Energy Corporation
Industry Information Technology and Services
Experience
Duke Energy Corporation June 2012 - Present
SnapIn-IT, Inc. 1990 - Present
AT&T Managed services for TIAA-CREF May 2011 - December 2011
The Network Essentials, Inc. August 2010 - May 2011
Hewlett-Packard June 2008 - November 2008
Wachovia 2006 - 2008
Eastman Kodak 2000 - 2005
Atlantic Networks, Inc. 1998 - 2000
Bausch & Lomb, Rochester, NY 1998 - 1998
Mercy Flight Central, Canandaigua, NY 1992 - 1998
Skills
Security Clearance, Security, Integration, PMP, Troubleshooting, Vendor Management, IT Strategy, Visio, SDLC, Microsoft SQL Server, IT Management, Technical Writing, Windows, Program Management, Business Continuity
Education
Penn State University 1983 — 1985
BS, AeroSpace Engineering
Duke Energy Corporation June 2012 - Present
SnapIn-IT, Inc. 1990 - Present
AT&T Managed services for TIAA-CREF May 2011 - December 2011
The Network Essentials, Inc. August 2010 - May 2011
Hewlett-Packard June 2008 - November 2008
Wachovia 2006 - 2008
Eastman Kodak 2000 - 2005
Atlantic Networks, Inc. 1998 - 2000
Bausch & Lomb, Rochester, NY 1998 - 1998
Mercy Flight Central, Canandaigua, NY 1992 - 1998
Skills
Security Clearance, Security, Integration, PMP, Troubleshooting, Vendor Management, IT Strategy, Visio, SDLC, Microsoft SQL Server, IT Management, Technical Writing, Windows, Program Management, Business Continuity
Education
Penn State University 1983 — 1985
BS, AeroSpace Engineering
Gina Besso's Wachovia Experience February 2006 - October 2008
Job Sales
Industry Banking
Experience
Pre-Paid Legal Services Inc April 2010 - Present
Wells Fargo Home Mortgage February 2005 - Present
Wachovia February 2006 - October 2008
Education
Old Dominion University 1994 — 1997
BS, Human Services Counseling
Pre-Paid Legal Services Inc April 2010 - Present
Wells Fargo Home Mortgage February 2005 - Present
Wachovia February 2006 - October 2008
Education
Old Dominion University 1994 — 1997
BS, Human Services Counseling
Vijay Kelwadkar's Wachovia Experience June 1999 - March 2003
Job IT Programmer Analyst Senior at NextEra Energy Resources
Industry Computer Software
Experience
NextEra Energy Resources September 2010 - Present
Florida Power and Light March 2010 - September 2010
NYK Line March 2008 - December 2009
Florida Power and Light April 2003 - March 2007
Wachovia June 1999 - March 2003
Pennar infotech February 1997 - October 1998
Skills
Smalltalk
Education
Osmania University 1994 — 1997
MCA, Computer Sciences
NextEra Energy Resources September 2010 - Present
Florida Power and Light March 2010 - September 2010
NYK Line March 2008 - December 2009
Florida Power and Light April 2003 - March 2007
Wachovia June 1999 - March 2003
Pennar infotech February 1997 - October 1998
Skills
Smalltalk
Education
Osmania University 1994 — 1997
MCA, Computer Sciences
Debbie Ellsworth's Wachovia Experience September 1992 - Present
Job VP at Wachovia
Industry Banking
Experience
Wachovia September 1992 - Present
Education
Pace University 1983 — 1987
BBA, Accounting
Wachovia September 1992 - Present
Education
Pace University 1983 — 1987
BBA, Accounting
Lisa G. Muench's Wachovia Experience 2006 - 2008
Job Account Clerk at Second Harvest Food Bank of Middle Tennessee
Industry Nonprofit Organization Management
Experience
Second Harvest Food Bank of Middle Tennessee April 2011 - Present
Randstad (Staffing Agency), Nashville, TN October 2010 - March 2011
Randstad (Staffing Agency), Nashville, TN February 2010 - May 2010
Wachovia 2006 - 2008
World Savings 1995 - 2006
Skills
Administrative...
Education
Palm Beach Community College 1976 — 1978
AA, Business
Second Harvest Food Bank of Middle Tennessee April 2011 - Present
Randstad (Staffing Agency), Nashville, TN October 2010 - March 2011
Randstad (Staffing Agency), Nashville, TN February 2010 - May 2010
Wachovia 2006 - 2008
World Savings 1995 - 2006
Skills
Administrative...
Education
Palm Beach Community College 1976 — 1978
AA, Business
Scott Degler's Wachovia Experience January 2008 - July 2009
Job Relationship Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank July 2009 - Present
Wachovia January 2008 - July 2009
First Union - Wachovia June 2000 - January 2008
Education
Penn State University 1996 — 2000
BS, Finance
Wells Fargo Bank July 2009 - Present
Wachovia January 2008 - July 2009
First Union - Wachovia June 2000 - January 2008
Education
Penn State University 1996 — 2000
BS, Finance
Jacob Delgado's Wachovia Experience March 2005 - December 2008
Job Realtor at RE/MAX Integrity
Industry Financial Services
Experience
RE/MAX Integrity November 2011 - Present
Fieldstone Communities August 2011 - January 2012
Fieldstone Communities April 2010 - August 2011
Fieldstone Communities January 2009 - March 2010
Wachovia March 2005 - December 2008
World Savings March 2004 - March 2005
World Savings September 2003 - March 2004
World Savings August 2002 - September 2003
Skills
Mortgage Lending, Loans, Refinance, Loan Origination, Mortgage Banking, FHA, Residential Mortgages, Credit, VA loans, USDA, Credit Analysis, Banking, Real Estate, FHA financing, First Time Home Buyers, Residential Homes, Investment Properties, Foreclosures, Single Family Homes, New Home Sales, Short Sales, Selling, Real Estate Financing, REO, Sales, Referrals
Education
Our Lady of the Lake University 2004 — 2006
Master of Business Administration (MBA), Finance, General
Our Lady of the Lake University 1999 — 2004
Bachelor of Business Administration (BBA), Marketing
RE/MAX Integrity November 2011 - Present
Fieldstone Communities August 2011 - January 2012
Fieldstone Communities April 2010 - August 2011
Fieldstone Communities January 2009 - March 2010
Wachovia March 2005 - December 2008
World Savings March 2004 - March 2005
World Savings September 2003 - March 2004
World Savings August 2002 - September 2003
Skills
Mortgage Lending, Loans, Refinance, Loan Origination, Mortgage Banking, FHA, Residential Mortgages, Credit, VA loans, USDA, Credit Analysis, Banking, Real Estate, FHA financing, First Time Home Buyers, Residential Homes, Investment Properties, Foreclosures, Single Family Homes, New Home Sales, Short Sales, Selling, Real Estate Financing, REO, Sales, Referrals
Education
Our Lady of the Lake University 2004 — 2006
Master of Business Administration (MBA), Finance, General
Our Lady of the Lake University 1999 — 2004
Bachelor of Business Administration (BBA), Marketing
Michele Camps's Wachovia Experience May 1998 - February 2008
Job Registered Store Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2009 - Present
Regions Bank February 2008 - March 2009
Wachovia May 1998 - February 2008
Skills
Credit, Loans, Sales, Customer Service, Small Business Lending, Retail Banking, Consumer Lending, Relationship Management, Management, Team Building, Portfolio Management, Series 63, Insurance, Microsoft Office, Lines Of Credit, Risk Management, Financial Services, Cash Management, Banking, Commercial Banking, Commercial Lending, Credit Analysis, Mortgage Lending, Sales Management, Cross Selling, Leadership, Coaching, Investments, Loan Origination
Education
Palm Beach State College 1997 — 2000
Business Administration and Management, General
Wells Fargo March 2009 - Present
Regions Bank February 2008 - March 2009
Wachovia May 1998 - February 2008
Skills
Credit, Loans, Sales, Customer Service, Small Business Lending, Retail Banking, Consumer Lending, Relationship Management, Management, Team Building, Portfolio Management, Series 63, Insurance, Microsoft Office, Lines Of Credit, Risk Management, Financial Services, Cash Management, Banking, Commercial Banking, Commercial Lending, Credit Analysis, Mortgage Lending, Sales Management, Cross Selling, Leadership, Coaching, Investments, Loan Origination
Education
Palm Beach State College 1997 — 2000
Business Administration and Management, General
Paul Gills's Wachovia Experience January 2006 - October 2008
Job Financial Services Professional
Industry Financial Services
Experience
Granite Construction May 2009 - August 2010
Wachovia January 2006 - October 2008
Education
Ottawa University 2002 — 2005
BA, Business Administration
Granite Construction May 2009 - August 2010
Wachovia January 2006 - October 2008
Education
Ottawa University 2002 — 2005
BA, Business Administration
shanggang zhou's Wachovia Experience 2005 - 2007
Job Advanced Analytics Consultant at Wells Fargo Bank
Industry Investment Management
Experience
Wells Fargo Bank March 2014 - Present
Twin Hills Capital Management LLC August 2011 - Present
Bank of America March 2010 - July 2011
Capital One 2009 - 2010
Credit Suisse August 2007 - February 2009
Wachovia 2005 - 2007
Countrywide 2003 - 2005
Skills
Financial Modeling, Fixed Income, Credit Risk, Risk Management, Portfolio Management, SAS, Valuation, Capital Markets, Derivatives, Banking, Analytics, Financial Analysis, Financial Risk, Quantitative Analytics, Equities, Finance, Credit, Bloomberg, Investment Banking, Analysis
Education
Peking University
The Ohio State University
Xiaogan Senior High
Wells Fargo Bank March 2014 - Present
Twin Hills Capital Management LLC August 2011 - Present
Bank of America March 2010 - July 2011
Capital One 2009 - 2010
Credit Suisse August 2007 - February 2009
Wachovia 2005 - 2007
Countrywide 2003 - 2005
Skills
Financial Modeling, Fixed Income, Credit Risk, Risk Management, Portfolio Management, SAS, Valuation, Capital Markets, Derivatives, Banking, Analytics, Financial Analysis, Financial Risk, Quantitative Analytics, Equities, Finance, Credit, Bloomberg, Investment Banking, Analysis
Education
Peking University
The Ohio State University
Xiaogan Senior High
Carlyle Elliott's Wachovia Experience June 2005 - Present
Job Sales Service Associate at Wells Fargo
Industry Banking
Experience
Wachovia June 2005 - Present
Saxon Home Mortgage April 2002 - June 2004
Education
Old Dominion University 1975 — 1979
BA, Communication and Media Studies
Wachovia June 2005 - Present
Saxon Home Mortgage April 2002 - June 2004
Education
Old Dominion University 1975 — 1979
BA, Communication and Media Studies
Daniel Molino, CTP's Wachovia Experience 2006 - 2010
Job Treasury Management Sales Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2014 - Present
Wells Fargo February 2014 - December 2014
Wells Fargo December 2012 - December 2014
Wells Fargo December 2011 - January 2013
Bank of America April 2011 - December 2011
Bank of America October 2010 - April 2011
Wachovia 2006 - 2010
Skills
Commercial Lending, Commercial Banking, Banking, Small Business Lending, Credit, Loans, Credit Analysis, Underwriting, Consumer Lending, Mortgage Lending, Portfolio Management, Treasury Management
Education
Pfeiffer University 2001 — 2005
Bachelor of Science, Business Administration
Wells Fargo December 2014 - Present
Wells Fargo February 2014 - December 2014
Wells Fargo December 2012 - December 2014
Wells Fargo December 2011 - January 2013
Bank of America April 2011 - December 2011
Bank of America October 2010 - April 2011
Wachovia 2006 - 2010
Skills
Commercial Lending, Commercial Banking, Banking, Small Business Lending, Credit, Loans, Credit Analysis, Underwriting, Consumer Lending, Mortgage Lending, Portfolio Management, Treasury Management
Education
Pfeiffer University 2001 — 2005
Bachelor of Science, Business Administration
Teneece Quigley's Wachovia Experience 2004 - 2006
Job President, Quigley & Associates
Industry Professional Training & Coaching
Experience
Quigley & Associates July 2004 - Present
Wachovia Securities 2005 - 2009
Wachovia 2004 - 2006
Bank of America October 1996 - June 2004
First Union 1994 - 1996
Skills
Change Management, Six Sigma, Banking, Process Improvement, Coaching, Strategic Planning, Mentoring, Mergers, Visio, Team Building, Business Analysis, Customer Relations, Problem Solving, Training, Strategy, Vendor Management, Financial Services, Customer Service, Business Process, Business Process..., Mergers & Acquisitions, Cross-functional Team..., Employee Training, Security, Human Resources, Leadership, Management, Program Management, Performance Management, Marketing, Finance, Risk Management, Testing, Sales, Analysis, Business Planning, CRM, Management Consulting, Quality Assurance
Education
University of Oklahoma 1990 — 1991
MS, Human Relations
Oklahoma State University
BS, Consumer Resources & Mgt.
University of North Carolina at Greensboro
BS, Adult & Vocational Education
Quigley & Associates July 2004 - Present
Wachovia Securities 2005 - 2009
Wachovia 2004 - 2006
Bank of America October 1996 - June 2004
First Union 1994 - 1996
Skills
Change Management, Six Sigma, Banking, Process Improvement, Coaching, Strategic Planning, Mentoring, Mergers, Visio, Team Building, Business Analysis, Customer Relations, Problem Solving, Training, Strategy, Vendor Management, Financial Services, Customer Service, Business Process, Business Process..., Mergers & Acquisitions, Cross-functional Team..., Employee Training, Security, Human Resources, Leadership, Management, Program Management, Performance Management, Marketing, Finance, Risk Management, Testing, Sales, Analysis, Business Planning, CRM, Management Consulting, Quality Assurance
Education
University of Oklahoma 1990 — 1991
MS, Human Relations
Oklahoma State University
BS, Consumer Resources & Mgt.
University of North Carolina at Greensboro
BS, Adult & Vocational Education
Hua Shen's Wachovia Experience January 2007 - August 2008
Job VP, Sr. Quant. Financial Analyst at Bank of America
Industry Financial Services
Experience
Bank of America August 2008 - Present
Wachovia January 2007 - August 2008
Education
Purdue University
Ph.D., Operations Research
Peking University
Master of Science (MS), Computational Mathematics
Peking University
Bachelor of Science (BS), Mathematics
Bank of America August 2008 - Present
Wachovia January 2007 - August 2008
Education
Purdue University
Ph.D., Operations Research
Peking University
Master of Science (MS), Computational Mathematics
Peking University
Bachelor of Science (BS), Mathematics
Sean O'Connor CFP,ChFc's Wachovia Experience 2002 - 2006
Job Wealth Management Professional
Industry Banking
Experience
AXA Private Markets September 2008 - 2009
Wachovia Wealth Management February 2007 - September 2008
Wachovia Trust Company November 2001 - January 2007
wachovia 2002 - 2006
first union 1998 - 2006
first union 1998 - 2006
Education
University of Pennsylvania - The Wharton School 2009 — 2009
Certificate, Retirement Planning
Pace University - Lubin School of Business 1987 — 1992
BBA, MARKETING MANAGEMENT
AXA Private Markets September 2008 - 2009
Wachovia Wealth Management February 2007 - September 2008
Wachovia Trust Company November 2001 - January 2007
wachovia 2002 - 2006
first union 1998 - 2006
first union 1998 - 2006
Education
University of Pennsylvania - The Wharton School 2009 — 2009
Certificate, Retirement Planning
Pace University - Lubin School of Business 1987 — 1992
BBA, MARKETING MANAGEMENT
Steven A. Golub's Wachovia Experience 2003 - 2007
Job CPA, MST
Industry Accounting
Pic Schrum's Wachovia Experience June 1991 - April 2002
Job SCO at NewBridge Bank
Industry Banking
Experience
NewBridge Bank November 2007 - Present
Lexington State Bank April 2002 - November 2007
Wachovia Bank June 1991 - April 2002
Wachovia June 1991 - April 2002
South Carolina National Bank June 1979 - June 1991
Skills
Loans, Banking, Credit Analysis, Commercial Banking, Credit, Mortgage Lending, Small Business Lending, Retail Banking, FHA, Refinance, Construction Loans, USDA, Loan Origination, Mortgage Banking, Residential Mortgages, FHA financing, VA loans, Deposits, Underwriting
Education
Oral Roberts University 1977 — 1979
Master of Business Administration (MBA), Business
UNC Chapel Hill 1966 — 1970
Bachelor of Arts (B.A.), Political Science and Government
NewBridge Bank November 2007 - Present
Lexington State Bank April 2002 - November 2007
Wachovia Bank June 1991 - April 2002
Wachovia June 1991 - April 2002
South Carolina National Bank June 1979 - June 1991
Skills
Loans, Banking, Credit Analysis, Commercial Banking, Credit, Mortgage Lending, Small Business Lending, Retail Banking, FHA, Refinance, Construction Loans, USDA, Loan Origination, Mortgage Banking, Residential Mortgages, FHA financing, VA loans, Deposits, Underwriting
Education
Oral Roberts University 1977 — 1979
Master of Business Administration (MBA), Business
UNC Chapel Hill 1966 — 1970
Bachelor of Arts (B.A.), Political Science and Government
Jasmine Peebles's Wachovia Experience January 2000 - June 2009
Job Diverse Professional
Industry Financial Services
Experience
Wells Fargo June 2012 - Present
United States Postal Service December 2011 - May 2012
United Way September 2010 - February 2011
HINDS FEET FARM June 2009 - April 2010
Wachovia January 2000 - June 2009
Crisis Assistance 2008 - 2008
Wachovia January 1999 - January 2000
NATIONSBANK January 1993 - January 1999
NATIONSBANK January 1992 - January 1993
Skills
Customer Service, Non-profits, Banking, Microsoft Excel, Leadership, Team Building, Microsoft Office, Process Improvement, Community Outreach, Public Speaking, Leadership Development, Social Networking, Accounting, Administration, Analysis, Call Centers, Credit, Event Planning, Finance, Healthcare, Lotus Notes, Microsoft Word, Policy, Small Business, Strategic Planning, Team Leadership, Time Management, Underwriting
Education
Pfeiffer University 2005 — 2007
Bachelor of Arts Degree, Liberal Arts
Richard Bland College, Petersburg Virginia 1990 — 1994
Associate Degree, Science
Wells Fargo June 2012 - Present
United States Postal Service December 2011 - May 2012
United Way September 2010 - February 2011
HINDS FEET FARM June 2009 - April 2010
Wachovia January 2000 - June 2009
Crisis Assistance 2008 - 2008
Wachovia January 1999 - January 2000
NATIONSBANK January 1993 - January 1999
NATIONSBANK January 1992 - January 1993
Skills
Customer Service, Non-profits, Banking, Microsoft Excel, Leadership, Team Building, Microsoft Office, Process Improvement, Community Outreach, Public Speaking, Leadership Development, Social Networking, Accounting, Administration, Analysis, Call Centers, Credit, Event Planning, Finance, Healthcare, Lotus Notes, Microsoft Word, Policy, Small Business, Strategic Planning, Team Leadership, Time Management, Underwriting
Education
Pfeiffer University 2005 — 2007
Bachelor of Arts Degree, Liberal Arts
Richard Bland College, Petersburg Virginia 1990 — 1994
Associate Degree, Science
tami herman's Wachovia Experience 2000 - 2002
Job Business Advisor
Industry Management Consulting
Experience
NEPIRC October 2014 - Present
Fidelity Deposit and Discount Bank September 2009 - October 2014
Aramark Cleanroom August 2007 - May 2009
Wachovia 2000 - 2002
Experian 1989 - 1995
Skills
Project Management, ISO 9001:2015 Transition, Lean Manufacturing, Lean Business Processes, Banking, Cross Selling
Education
Penn State University 2015 — 2015
Project Management
University of Toledo 1986 — 1990
Art, Music
Baptist Bible College and Seminary 1983 — 1985
NEPIRC October 2014 - Present
Fidelity Deposit and Discount Bank September 2009 - October 2014
Aramark Cleanroom August 2007 - May 2009
Wachovia 2000 - 2002
Experian 1989 - 1995
Skills
Project Management, ISO 9001:2015 Transition, Lean Manufacturing, Lean Business Processes, Banking, Cross Selling
Education
Penn State University 2015 — 2015
Project Management
University of Toledo 1986 — 1990
Art, Music
Baptist Bible College and Seminary 1983 — 1985
Joseph Gricco's Wachovia Experience June 2000 - May 2004
Job Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2011 - Present
LKQ Corporation July 2010 - July 2011
Venice Auto Parts June 2004 - July 2010
Wachovia June 2000 - May 2004
Education
Penn State University 1996 — 2000
BS, Finance
Wells Fargo July 2011 - Present
LKQ Corporation July 2010 - July 2011
Venice Auto Parts June 2004 - July 2010
Wachovia June 2000 - May 2004
Education
Penn State University 1996 — 2000
BS, Finance
Rachelle Funderburk's Wachovia Experience 1999 - 2005
Job Transition Manager(Client Implementations/Installations) at TIAACREF
Industry Financial Services
Chandra Sekhar Bozza's Wachovia Experience January 2004 - May 2008
Job SAP Basis Admin
Industry Investment Management
Experience
Allianz Global Investors May 2008 - Present
Wachovia January 2004 - May 2008
Monarch Information & Technological Services Inc September 1997 - January 2004
IT Consulting July 1996 - August 1997
Education
Osmania University 1993 — 1996
Master's Degree, Masters of Computers Applications
Andhra Vidhyalaya College 1990 — 1993
Bachelor' Degree, BA (Maths, Statistics & Economics)
Allianz Global Investors May 2008 - Present
Wachovia January 2004 - May 2008
Monarch Information & Technological Services Inc September 1997 - January 2004
IT Consulting July 1996 - August 1997
Education
Osmania University 1993 — 1996
Master's Degree, Masters of Computers Applications
Andhra Vidhyalaya College 1990 — 1993
Bachelor' Degree, BA (Maths, Statistics & Economics)
Nandit Patel's Wachovia Experience August 2007 - January 2010
Job Senior Quality Analyst at AT&T
Industry Financial Services
Experience
AT&T March 2013 - Present
J.P. Morgan March 2012 - February 2013
PFIZER June 2010 - February 2012
WACHOVIA August 2007 - January 2010
Life Insurance Corp. June 2005 - July 2007
Skills
Software Quality..., Test Management, Test Planning, Test Strategy, Process Improvement, Gap Analysis, SDLC, Agile Methodolgy, Manual Testing, Test Automation, System Testing, User Acceptance Testing, Regression Testing, Requirements Analysis, SQL, Java, Data Validation, Batch Processing, Unix, Unix Shell Scripting, SAS, Quality Center, Defect Tracking, TWS, Oracle, Microsoft Office, Agile Methodologies, Software Documentation
Education
Padmashree Dr D. Y. Patil Vidyapeeth 1999 — 2004
Bachelor's degree, Computer Engineering
AT&T March 2013 - Present
J.P. Morgan March 2012 - February 2013
PFIZER June 2010 - February 2012
WACHOVIA August 2007 - January 2010
Life Insurance Corp. June 2005 - July 2007
Skills
Software Quality..., Test Management, Test Planning, Test Strategy, Process Improvement, Gap Analysis, SDLC, Agile Methodolgy, Manual Testing, Test Automation, System Testing, User Acceptance Testing, Regression Testing, Requirements Analysis, SQL, Java, Data Validation, Batch Processing, Unix, Unix Shell Scripting, SAS, Quality Center, Defect Tracking, TWS, Oracle, Microsoft Office, Agile Methodologies, Software Documentation
Education
Padmashree Dr D. Y. Patil Vidyapeeth 1999 — 2004
Bachelor's degree, Computer Engineering
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.