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
Kristie Falcioni Kristie Falcioni's Wachovia Experience May 2006 - November 2007
Job Business Analysis Manager at AAIPharma Services Corp.
Industry Financial Services
Experience
AAIPharma Services Corp. September 2015 - Present
AAIPharma Services Corp. September 2013 - September 2015
Citi June 2012 - September 2013
AAIPharma Services Corp. September 2011 - June 2012
Wells Fargo Home Mortgage November 2007 - September 2011
Wachovia May 2006 - November 2007
Skills
Credit, Banking, Mortgage Lending, Loans, Finance, Customer Service, Training, Credit Analysis, Analysis, Business Analysis, Management
Education
Radford University 2000 — 2004
Bachelor of Science, Industrial/Organizational Psychology
AAIPharma Services Corp. September 2015 - Present
AAIPharma Services Corp. September 2013 - September 2015
Citi June 2012 - September 2013
AAIPharma Services Corp. September 2011 - June 2012
Wells Fargo Home Mortgage November 2007 - September 2011
Wachovia May 2006 - November 2007
Skills
Credit, Banking, Mortgage Lending, Loans, Finance, Customer Service, Training, Credit Analysis, Analysis, Business Analysis, Management
Education
Radford University 2000 — 2004
Bachelor of Science, Industrial/Organizational Psychology
Rey Ocanas Rey Ocanas's Wachovia Experience October 2005 - May 2009
Job Executive VP, Director, Corporate Responsibility and Reputation at BBVA Compass
Industry Banking
Experience
BBVA Compass September 2009 - Present
Social Enterprise Partners June 2009 - September 2009
Wachovia October 2005 - May 2009
JPMorgan Chase 2005 - 2005
Texas Association of Community Development Corporations 1998 - 2005
Bank of America 1996 - 1998
Greater Austin Hispanic Chamber of Commerce 1994 - 1996
Greater Austin Hispanic Chamber of Commerce 1994 - 1996
Skills
Crisis Management, Non-profits, Underwriting, Loans, Funding, Phlianthropy, CRA, Community Reinvestment..., Diversity Strategy, Corporate Citizenship, Corporate Communications, Corporate Social..., Corporate Branding, Corporate Identity, Executive Communications, Executive Management, Volunteerism, Employee Engagement, Community Relations, Community Involvement, Community Development, Community Service, Community Outreach, Reputation Management, Environmental..., Sustainability Reporting, Sustainability..., Supplier Diversity, Volunteering, Nonprofits, Management, Internal Communications, Philanthropy, Communication Training, Strategy, Leadership, Fundraising, Program Management, Policy, Marketing, Business Development, Mergers & Acquisitions, Banking, Commercial Lending, Credit, Finance, Economic Development, Budgets, Government, Strategic Planning
Education
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2004
MBA, Business
Rice University 1987 — 1991
BA, Political Science
BBVA Compass September 2009 - Present
Social Enterprise Partners June 2009 - September 2009
Wachovia October 2005 - May 2009
JPMorgan Chase 2005 - 2005
Texas Association of Community Development Corporations 1998 - 2005
Bank of America 1996 - 1998
Greater Austin Hispanic Chamber of Commerce 1994 - 1996
Greater Austin Hispanic Chamber of Commerce 1994 - 1996
Skills
Crisis Management, Non-profits, Underwriting, Loans, Funding, Phlianthropy, CRA, Community Reinvestment..., Diversity Strategy, Corporate Citizenship, Corporate Communications, Corporate Social..., Corporate Branding, Corporate Identity, Executive Communications, Executive Management, Volunteerism, Employee Engagement, Community Relations, Community Involvement, Community Development, Community Service, Community Outreach, Reputation Management, Environmental..., Sustainability Reporting, Sustainability..., Supplier Diversity, Volunteering, Nonprofits, Management, Internal Communications, Philanthropy, Communication Training, Strategy, Leadership, Fundraising, Program Management, Policy, Marketing, Business Development, Mergers & Acquisitions, Banking, Commercial Lending, Credit, Finance, Economic Development, Budgets, Government, Strategic Planning
Education
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2004
MBA, Business
Rice University 1987 — 1991
BA, Political Science
Carmen Kay Carmen Kay's Wachovia Experience September 2009 - December 2009
Job
Industry Human Resources
Experience
Grand Transit Company LLC June 2013 - Present
Allsokay May 2012 - June 2013
Whole Foods Market December 2009 - January 2012
Wachovia September 2009 - December 2009
American Civil July 2008 - February 2009
Pioneer Sand Company June 2007 - June 2008
Academy Insulation & Drywall April 2007 - June 2007
Bank of America October 2002 - March 2007
Skills
English, Microsoft Excel, Microsoft Word, Outlook, Recruiting, Employee Relations, Organizational..., Performance Management, Training, Payroll, Microsoft Office, Employee Benefits, Coaching, Leadership Development, Administration, Policy, Team Building, Teamwork, Strategic Planning, Staff Development, Access, Process Improvement, Human Resources, Accounts Payable, Accounts Receivable, Benefits Administration, Benefits Negotiation, Insurance Claims, Workers Compensation, Kronos, PeopleSoft, QuickBooks, ADP Payroll, Employee Counseling, 401k, Employee Handbooks, Employment Verifications, DOT Compliance, DOT Regulations, JD Edwards, Workplace Safety, Employee Training, Employee Recognition, Management, Interviews, HR Policies, Talent Acquisition, Talent Management, Sourcing, Project Management
Education
Pikes Peak Community College 1999 — 2001
Associate’s Degree, Information Technology
Grand Transit Company LLC June 2013 - Present
Allsokay May 2012 - June 2013
Whole Foods Market December 2009 - January 2012
Wachovia September 2009 - December 2009
American Civil July 2008 - February 2009
Pioneer Sand Company June 2007 - June 2008
Academy Insulation & Drywall April 2007 - June 2007
Bank of America October 2002 - March 2007
Skills
English, Microsoft Excel, Microsoft Word, Outlook, Recruiting, Employee Relations, Organizational..., Performance Management, Training, Payroll, Microsoft Office, Employee Benefits, Coaching, Leadership Development, Administration, Policy, Team Building, Teamwork, Strategic Planning, Staff Development, Access, Process Improvement, Human Resources, Accounts Payable, Accounts Receivable, Benefits Administration, Benefits Negotiation, Insurance Claims, Workers Compensation, Kronos, PeopleSoft, QuickBooks, ADP Payroll, Employee Counseling, 401k, Employee Handbooks, Employment Verifications, DOT Compliance, DOT Regulations, JD Edwards, Workplace Safety, Employee Training, Employee Recognition, Management, Interviews, HR Policies, Talent Acquisition, Talent Management, Sourcing, Project Management
Education
Pikes Peak Community College 1999 — 2001
Associate’s Degree, Information Technology
Matthew Brink Matthew Brink's Wachovia Experience February 2002 - August 2004
Job Vice President Information Security Business Support Manager at Bank of America
Industry Banking
Experience
Bank of America November 2013 - Present
Bank of America July 2010 - October 2013
Bank of America August 2007 - July 2010
Bank of America October 2005 - August 2007
Bank of America August 2004 - October 2005
Wachovia February 2002 - August 2004
Wachovia November 2000 - February 2002
First Union October 1999 - November 2000
First Union January 1997 - October 1999
Skills
Project Management, Project Planning, Online Marketing, Relationship Management, Building Relationships, Presentations, Sales Operations, Microsoft CRM, Marketing Strategy, Strategic Planning, Sales Process, Vendor Management, Inventory Management, Direct Marketing, Digital Direct Marketing, Production Support, Client Liason, Account Management, Program Management, Communication, Root Cause Problem..., Team Management, Dependable Team Player, Business Process..., Business Process, SharePoint, Microsoft Office, Banking, Marketing
Education
Radford University 1992 — 1996
Bachelor of Science, Communications, Public Relations and Business Management
Bank of America November 2013 - Present
Bank of America July 2010 - October 2013
Bank of America August 2007 - July 2010
Bank of America October 2005 - August 2007
Bank of America August 2004 - October 2005
Wachovia February 2002 - August 2004
Wachovia November 2000 - February 2002
First Union October 1999 - November 2000
First Union January 1997 - October 1999
Skills
Project Management, Project Planning, Online Marketing, Relationship Management, Building Relationships, Presentations, Sales Operations, Microsoft CRM, Marketing Strategy, Strategic Planning, Sales Process, Vendor Management, Inventory Management, Direct Marketing, Digital Direct Marketing, Production Support, Client Liason, Account Management, Program Management, Communication, Root Cause Problem..., Team Management, Dependable Team Player, Business Process..., Business Process, SharePoint, Microsoft Office, Banking, Marketing
Education
Radford University 1992 — 1996
Bachelor of Science, Communications, Public Relations and Business Management
Shawn Hornyak Shawn Hornyak's Wachovia Experience 2007 - 2008
Job Customer Experience Leader with 15+ years of experience driving sales growth, profit improvement, and productivity gains
Industry Banking
Experience
RBS Citizens Financial 2012 - Present
PNC Bank 2008 - 2011
Wachovia 2007 - 2008
PNC Financial Services 2005 - 2007
PNC Wealth Management 1999 - 2005
Skills
Customer Service..., Customer Satisfaction, Sales Leadership, Team Building, Team Leadership, Training & Coaching, Public Speaking, Presentations, Project Management, Performance Management, Process Management, Budget Development, Budget Management, Turnaround Management, Infrastructure..., Program Management, Process Improvement, Cross-fucnational..., Change Management, Organizational..., Operations Excellence, Budgets, Customer Service, Turn Around Management, Customer Experience, Strategy, Sales Management, Marketing Strategy, Operational Excellence, Training, Strategic Planning, Employee Engagement, Banking, Retail, Talent Management, Vendor Management, Retail Banking, Time Management, CRM
Education
Robert Morris University
MBA, 4.0 GPA
The Pennsylvania State University
BS in Finance
RBS Citizens Financial 2012 - Present
PNC Bank 2008 - 2011
Wachovia 2007 - 2008
PNC Financial Services 2005 - 2007
PNC Wealth Management 1999 - 2005
Skills
Customer Service..., Customer Satisfaction, Sales Leadership, Team Building, Team Leadership, Training & Coaching, Public Speaking, Presentations, Project Management, Performance Management, Process Management, Budget Development, Budget Management, Turnaround Management, Infrastructure..., Program Management, Process Improvement, Cross-fucnational..., Change Management, Organizational..., Operations Excellence, Budgets, Customer Service, Turn Around Management, Customer Experience, Strategy, Sales Management, Marketing Strategy, Operational Excellence, Training, Strategic Planning, Employee Engagement, Banking, Retail, Talent Management, Vendor Management, Retail Banking, Time Management, CRM
Education
Robert Morris University
MBA, 4.0 GPA
The Pennsylvania State University
BS in Finance
James Harold, RPA James Harold, RPA's Wachovia Experience 1999 - 2008
Job Frost Bank, AVPResidential Review Appraiser
Industry Real Estate
Experience
Frost Bank 2013 - Present
Bexar Appraisal District 2010 - 2013
Bearkat Appraisal Services 2009 - 2013
Wachovia 1999 - 2008
World Savings/Wachovia 1999 - 2008
Skills
Appraisals, Mortgage Lending, FHA, Real Estate, REO, Valuation, Leadership, Refinance, Property, Loans, Loan Origination, Investment Properties, Residential Homes, Underwriting
Education
Sam Houston State University 1995 — 1998
BS, Ag-Business
Prairie View A&M University 1994 — 1995
Ag business
Frost Bank 2013 - Present
Bexar Appraisal District 2010 - 2013
Bearkat Appraisal Services 2009 - 2013
Wachovia 1999 - 2008
World Savings/Wachovia 1999 - 2008
Skills
Appraisals, Mortgage Lending, FHA, Real Estate, REO, Valuation, Leadership, Refinance, Property, Loans, Loan Origination, Investment Properties, Residential Homes, Underwriting
Education
Sam Houston State University 1995 — 1998
BS, Ag-Business
Prairie View A&M University 1994 — 1995
Ag business
Abby Ridenhour Abby Ridenhour's Wachovia Experience September 2003 - December 2005
Job Executive Assistant at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2012 - Present
Wells Fargo September 2012 - Present
Wells Fargo May 2011 - September 2012
Wachovia / Wells Fargo December 2005 - May 2011
Wachovia September 2003 - December 2005
Skills
Accounts Payable, Retirement, Microsoft Excel, Event Planning
Education
Queens University of Charlotte 1998 — 2001
Wells Fargo September 2012 - Present
Wells Fargo September 2012 - Present
Wells Fargo May 2011 - September 2012
Wachovia / Wells Fargo December 2005 - May 2011
Wachovia September 2003 - December 2005
Skills
Accounts Payable, Retirement, Microsoft Excel, Event Planning
Education
Queens University of Charlotte 1998 — 2001
Ryan Guilford Ryan Guilford's Wachovia Experience July 2007 - December 2008
Job CFO | VP Finance
Industry Executive Office
Experience
Location3 Media July 2013 - Present
Metropolitan State University of Denver January 2005 - April 2014
Be Present, Inc April 2009 - July 2013
Wachovia July 2007 - December 2008
KeyBank December 2002 - June 2007
Lehman Brothers 2001 - 2002
Granite Companies July 1999 - May 2001
Commercial Federal Bank July 1997 - June 1999
Skills
Financial Analysis, Finance, Managerial Finance, Accounting, Budgets, Strategic Financial..., Cash Management, Credit, Financial Modeling, Banking, Financial Reporting, Analysis, Capital Markets, Cash Flow, Portfolio Management
Education
University of Denver
MAcc, Accounting
Regis University
MBA, Accounting & Finance
Ripon College
Location3 Media July 2013 - Present
Metropolitan State University of Denver January 2005 - April 2014
Be Present, Inc April 2009 - July 2013
Wachovia July 2007 - December 2008
KeyBank December 2002 - June 2007
Lehman Brothers 2001 - 2002
Granite Companies July 1999 - May 2001
Commercial Federal Bank July 1997 - June 1999
Skills
Financial Analysis, Finance, Managerial Finance, Accounting, Budgets, Strategic Financial..., Cash Management, Credit, Financial Modeling, Banking, Financial Reporting, Analysis, Capital Markets, Cash Flow, Portfolio Management
Education
University of Denver
MAcc, Accounting
Regis University
MBA, Accounting & Finance
Ripon College
Kristy Kostelecky's Wachovia Experience May 2007 - October 2008
Job Life Transformation Mentor Energetiic Therapist
Industry Financial Services
Experience
Kristy Kostelecky 2006 - Present
Wells Fargo January 2009 - April 2015
Wachovia May 2007 - October 2008
A.G. Edwards November 2000 - May 2007
Barry-Wehmiller May 1997 - October 2000
CompuCom 1996 - 1997
NWD-MicroAge 1991 - 1995
Entre 1989 - 1991
E.F. Hutton 1990 - 1990
Skills
Integration, Management, Microsoft Exchange, Visio, Networking, Microsoft Technologies, Software Documentation, Process Improvement, Business Analysis, Disaster Recovery, Troubleshooting, Vendor Management, SDLC, Requirements Gathering, Analysis, Project Management, Training, BMC Remedy, Data Center, Team Building, Business Process..., Business Process..., Organization, Reiki, Pranic Healing, Therapeutic Massage, Holistic Massage, Reflexology, Energy Healing, Lecturing
Education
Dickinson State University
Pikes Peak Community College
Saint Louis Community College
South Heart
Diploma
Kristy Kostelecky 2006 - Present
Wells Fargo January 2009 - April 2015
Wachovia May 2007 - October 2008
A.G. Edwards November 2000 - May 2007
Barry-Wehmiller May 1997 - October 2000
CompuCom 1996 - 1997
NWD-MicroAge 1991 - 1995
Entre 1989 - 1991
E.F. Hutton 1990 - 1990
Skills
Integration, Management, Microsoft Exchange, Visio, Networking, Microsoft Technologies, Software Documentation, Process Improvement, Business Analysis, Disaster Recovery, Troubleshooting, Vendor Management, SDLC, Requirements Gathering, Analysis, Project Management, Training, BMC Remedy, Data Center, Team Building, Business Process..., Business Process..., Organization, Reiki, Pranic Healing, Therapeutic Massage, Holistic Massage, Reflexology, Energy Healing, Lecturing
Education
Dickinson State University
Pikes Peak Community College
Saint Louis Community College
South Heart
Diploma
Dr. Jeffrey (Jeff Edwards) Edwards Dr. Jeffrey (Jeff Edwards) Edwards's Wachovia Experience October 2007 - August 2009
Job Governance, Risk and Compliance Leader
Industry Financial Services
Experience
TIAA-CREF March 2012 - May 2014
University of Phoenix January 2004 - March 2014
Bank of America June 2011 - March 2012
ettain group March 2011 - June 2011
Winthrop University 2008 - January 2011
Bank of America August 2009 - December 2010
Wachovia October 2007 - August 2009
University of Phoenix April 2004 - January 2008
Bank of America May 2006 - September 2007
Bank of America September 2002 - May 2006
Skills
Risk Management, Vendor Management, Analysis, Leadership, Process Improvement, Change Management, Auditing, Management, Project Management, Enterprise Risk..., Data Analysis, Internal Audit, Sarbanes-Oxley Act, Program Management, Financial Risk, Business Continuity, Project Portfolio..., Training, Business Process, Financial Analysis, Risk Assessment, Finance, Banking, Information Technology, Access, Visio, Budgets, Six Sigma, Executive Management, Business Analysis, Process Engineering, IT Audit, Management Consulting, Consulting, Governance, Business Process..., Project Planning, Financial Services, Compliance, Operational Risk...
Education
University of Phoenix 2005 — 2010
DBA, Business Administration
Queens University of Charlotte 2002 — 2003
MBA, Business Administration
University of South Carolina-Columbia 1988 — 1993
BS, Statistics
TIAA-CREF March 2012 - May 2014
University of Phoenix January 2004 - March 2014
Bank of America June 2011 - March 2012
ettain group March 2011 - June 2011
Winthrop University 2008 - January 2011
Bank of America August 2009 - December 2010
Wachovia October 2007 - August 2009
University of Phoenix April 2004 - January 2008
Bank of America May 2006 - September 2007
Bank of America September 2002 - May 2006
Skills
Risk Management, Vendor Management, Analysis, Leadership, Process Improvement, Change Management, Auditing, Management, Project Management, Enterprise Risk..., Data Analysis, Internal Audit, Sarbanes-Oxley Act, Program Management, Financial Risk, Business Continuity, Project Portfolio..., Training, Business Process, Financial Analysis, Risk Assessment, Finance, Banking, Information Technology, Access, Visio, Budgets, Six Sigma, Executive Management, Business Analysis, Process Engineering, IT Audit, Management Consulting, Consulting, Governance, Business Process..., Project Planning, Financial Services, Compliance, Operational Risk...
Education
University of Phoenix 2005 — 2010
DBA, Business Administration
Queens University of Charlotte 2002 — 2003
MBA, Business Administration
University of South Carolina-Columbia 1988 — 1993
BS, Statistics
Gomathilakshmi Kaliaperumal Gomathilakshmi Kaliaperumal's Wachovia Experience July 2005 - December 2009
Job Apps System Engineer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2013 - Present
CIT May 2012 - April 2013
Shutterstock Images LLC. February 2012 - May 2012
Wells Fargo July 2010 - December 2011
Moody's Investors Service January 2010 - June 2010
Wachovia July 2005 - December 2009
US Tech Solutions April 2003 - August 2004
Trilogi Technologies May 2002 - March 2003
Skills
T-SQL, Stored Procedures, Performance Tuning, Database Triggers, SSRS, ETL, Microsoft SQL Server, Data Warehousing, Data Modeling, SSIS, SQL, DTS, Unix, .NET, Oracle
Education
Pondicherry University 1999 — 2000
PGDCA, Computer Applications
Pondicherry University 1997 — 1999
M.Sc., Physics
Pondicherry University 1994 — 1997
B.Sc, Physics
Wells Fargo April 2013 - Present
CIT May 2012 - April 2013
Shutterstock Images LLC. February 2012 - May 2012
Wells Fargo July 2010 - December 2011
Moody's Investors Service January 2010 - June 2010
Wachovia July 2005 - December 2009
US Tech Solutions April 2003 - August 2004
Trilogi Technologies May 2002 - March 2003
Skills
T-SQL, Stored Procedures, Performance Tuning, Database Triggers, SSRS, ETL, Microsoft SQL Server, Data Warehousing, Data Modeling, SSIS, SQL, DTS, Unix, .NET, Oracle
Education
Pondicherry University 1999 — 2000
PGDCA, Computer Applications
Pondicherry University 1997 — 1999
M.Sc., Physics
Pondicherry University 1994 — 1997
B.Sc, Physics
Gayle Wellborn Gayle Wellborn's Wachovia Experience 1999 - 2002
Job SVP, Brand and Digital Executive at Ally Financial Services
Industry Financial Services
Experience
Ally Financial Inc. March 2008 - June 2015
Bank of America 2002 - 2008
Wachovia 1999 - 2002
First Union National Bank November 1998 - November 1999
First Union National Bank October 1995 - November 1998
First Union National Bank August 1988 - October 1995
Skills
Customer Experience, E-commerce, E-business, Vendor Management, Customer Experience..., Contact Center Design, Social Media, Emerging Technologies, Digital Marketing, Strategy, Financial Services, Leadership, Banking, Process Improvement, Management, Risk Management
Education
Queens University of Charlotte 1994 — 1996
Executive MBA
University of North Carolina at Chapel Hill 1978 — 1982
Bachelors Degree
Ally Financial Inc. March 2008 - June 2015
Bank of America 2002 - 2008
Wachovia 1999 - 2002
First Union National Bank November 1998 - November 1999
First Union National Bank October 1995 - November 1998
First Union National Bank August 1988 - October 1995
Skills
Customer Experience, E-commerce, E-business, Vendor Management, Customer Experience..., Contact Center Design, Social Media, Emerging Technologies, Digital Marketing, Strategy, Financial Services, Leadership, Banking, Process Improvement, Management, Risk Management
Education
Queens University of Charlotte 1994 — 1996
Executive MBA
University of North Carolina at Chapel Hill 1978 — 1982
Bachelors Degree
Enrique (Rick) Torres Enrique (Rick) Torres's Wachovia Experience August 2008 - February 2010
Job Program Manager at UNC Charlotte
Industry Education Management
Experience
University of North Carolina at Charlotte February 2010 - Present
Wachovia August 2008 - February 2010
Con Edison June 1985 - August 2008
Skills
Management Consulting, Strategic Planning, Project Management, Marketing, Product Development, Proposal Writing, Program Management, Leadership, Process Improvement, Change Management, Management, Public Speaking, Project Planning, Leadership Development, Nonprofits, Analysis, Contract Negotiation, Negotiation, Organizational..., Customer Service
Education
Queensborough Community College 1984 — 1988
Associate of Arts and Sciences (AAS), Business Administration and Management
State University of New York Empire State College
Bachelor of Science (B.S.), Business Administration and Management
University of North Carolina at Charlotte February 2010 - Present
Wachovia August 2008 - February 2010
Con Edison June 1985 - August 2008
Skills
Management Consulting, Strategic Planning, Project Management, Marketing, Product Development, Proposal Writing, Program Management, Leadership, Process Improvement, Change Management, Management, Public Speaking, Project Planning, Leadership Development, Nonprofits, Analysis, Contract Negotiation, Negotiation, Organizational..., Customer Service
Education
Queensborough Community College 1984 — 1988
Associate of Arts and Sciences (AAS), Business Administration and Management
State University of New York Empire State College
Bachelor of Science (B.S.), Business Administration and Management
Jeannie Pumphrey (CRVPM) Jeannie Pumphrey (CRVPM)'s Wachovia Experience August 2006 - May 2007
Job Integrity, Excellence and Execution Enabling Client Success
Industry Logistics and Supply Chain
Experience
Alvarez & Marsal November 2014 - Present
Alvarez & Marsal January 2013 - Present
ISM 7 Counties March 2011 - June 2014
Independent Consultant September 2012 - December 2012
Confidential January 2012 - July 2012
GE December 2008 - January 2012
Independent Consultant Business Management June 2007 - December 2008
Wachovia August 2006 - May 2007
Bank Of America July 2003 - August 2006
GE Capital August 1997 - July 2003
Skills
Strategic Sourcing, Supply Chain, Spend Analysis, Process Improvement, Global Sourcing, Business Strategy, Procurement, Outsourcing, SCRM, Leadership, Management, Negotiation, Sourcing, Logistics, Supply Chain Risk..., Vendor Management, Contract Negotiation, Supplier Evaluation, Six Sigma, Management Consulting, Business Development, Supplier Audits, Supply Chain Consulting, Consulting, Cost Management, Supply Management, Market Opportunity..., Demographic Analysis, Supplier Diversity, Software Licensing, Software Licensing..., Labor Standards, Team Management, Fee Negotiation, Cost Models, Business Intelligence, Transportation, Project Planning, Benefits Negotiation, Third Party Vendor..., Contract Management, Pricing, Risk Management, Training, Credit, Business Process..., Sourcing & Procurement
Education
Post University 1997 — 2003
BS, Management w/Concentration in International Business
Alvarez & Marsal November 2014 - Present
Alvarez & Marsal January 2013 - Present
ISM 7 Counties March 2011 - June 2014
Independent Consultant September 2012 - December 2012
Confidential January 2012 - July 2012
GE December 2008 - January 2012
Independent Consultant Business Management June 2007 - December 2008
Wachovia August 2006 - May 2007
Bank Of America July 2003 - August 2006
GE Capital August 1997 - July 2003
Skills
Strategic Sourcing, Supply Chain, Spend Analysis, Process Improvement, Global Sourcing, Business Strategy, Procurement, Outsourcing, SCRM, Leadership, Management, Negotiation, Sourcing, Logistics, Supply Chain Risk..., Vendor Management, Contract Negotiation, Supplier Evaluation, Six Sigma, Management Consulting, Business Development, Supplier Audits, Supply Chain Consulting, Consulting, Cost Management, Supply Management, Market Opportunity..., Demographic Analysis, Supplier Diversity, Software Licensing, Software Licensing..., Labor Standards, Team Management, Fee Negotiation, Cost Models, Business Intelligence, Transportation, Project Planning, Benefits Negotiation, Third Party Vendor..., Contract Management, Pricing, Risk Management, Training, Credit, Business Process..., Sourcing & Procurement
Education
Post University 1997 — 2003
BS, Management w/Concentration in International Business
Camie Comley Camie Comley's Wachovia Experience 2001 - 2003
Job Learning Strategist
Industry Banking
Experience
Wells Fargo July 2014 - Present
Wells Fargo 2007 - July 2014
Hewitt Associates 2003 - 2007
Wachovia 2001 - 2003
Skills
Change Management, Needs Analysis, ADDIE, Analysis, Banking, Blended Learning, CRM, Call Centers, Coaching, Consulting, Cross-functional Team..., E-Learning, Employee Training, Instructor-led Training, Knowledge Management, Leadership, Leadership Development, Learning Management, MS Project, Management, Outsourcing, Performance Consulting, Program Management, Project Management, Relationship Management, Risk Management, SharePoint, Software Documentation, Strategic Planning, Training, Training Delivery, Visio, Workshop Facilitation, Budgets, Instructional Design, Mergers & Acquisitions, Process Improvement
Education
Virginia Polytechnic Institute and State University 1991 — 1994
Liberal Arts
Radford University 1989 — 1991
Wells Fargo July 2014 - Present
Wells Fargo 2007 - July 2014
Hewitt Associates 2003 - 2007
Wachovia 2001 - 2003
Skills
Change Management, Needs Analysis, ADDIE, Analysis, Banking, Blended Learning, CRM, Call Centers, Coaching, Consulting, Cross-functional Team..., E-Learning, Employee Training, Instructor-led Training, Knowledge Management, Leadership, Leadership Development, Learning Management, MS Project, Management, Outsourcing, Performance Consulting, Program Management, Project Management, Relationship Management, Risk Management, SharePoint, Software Documentation, Strategic Planning, Training, Training Delivery, Visio, Workshop Facilitation, Budgets, Instructional Design, Mergers & Acquisitions, Process Improvement
Education
Virginia Polytechnic Institute and State University 1991 — 1994
Liberal Arts
Radford University 1989 — 1991
Steve Smith, CIA, CCSA Steve Smith, CIA, CCSA's Wachovia Experience December 2002 - July 2004
Job VP & Senior Manager, Internal Audit Professional Practices at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2004 - Present
Wachovia December 2002 - July 2004
Delhaize Group April 1999 - December 2002
Hills Department Stores May 1995 - April 1999
Skills
Internal Audit, Risk Assessment, Assurance, Quality Assurance, Audit Committee, Internal Controls, COSO, Team Leadership, Project Management, Auditing Standards, Metrics, Change Management
Education
Roanoke College 1986 — 1989
BBA, Business Administration
Wells Fargo July 2004 - Present
Wachovia December 2002 - July 2004
Delhaize Group April 1999 - December 2002
Hills Department Stores May 1995 - April 1999
Skills
Internal Audit, Risk Assessment, Assurance, Quality Assurance, Audit Committee, Internal Controls, COSO, Team Leadership, Project Management, Auditing Standards, Metrics, Change Management
Education
Roanoke College 1986 — 1989
BBA, Business Administration
Alison Rice Alison Rice's Wachovia Experience 2002 - Present
Job Senior Vice President Executive Communications Consultant at Wells Fargo
Industry Financial Services
Experience
Wachovia 2002 - Present
McColl School of Business, Queens University 2001 - 2002
Carousel Capital 1998 - 2001
Bank of America 1996 - 1998
Skills
Strategic Communications, Marketing Communications, Corporate Communications, Internal Communications, Media Relations, Event Management
Education
Queens University of Charlotte 1994 — 1996
BA, English
The University of Georgia 1979 — 1982
BBA, Business -- Marketing
Wachovia 2002 - Present
McColl School of Business, Queens University 2001 - 2002
Carousel Capital 1998 - 2001
Bank of America 1996 - 1998
Skills
Strategic Communications, Marketing Communications, Corporate Communications, Internal Communications, Media Relations, Event Management
Education
Queens University of Charlotte 1994 — 1996
BA, English
The University of Georgia 1979 — 1982
BBA, Business -- Marketing
Marguerite Hardy Marguerite Hardy's Wachovia Experience August 1976 - July 1981
Job Senior Tax Manager at Elliott Davis
Industry Accounting
Experience
Elliott Davis August 1998 - Present
Hill, Maddison & Boyce, CPA August 1983 - January 1998
Wachovia August 1976 - July 1981
Education
UNC Chapel Hill 1981 — 1983
MBA
Randolph-Macon Woman's College 1972 — 1976
BA, Economics
Elliott Davis August 1998 - Present
Hill, Maddison & Boyce, CPA August 1983 - January 1998
Wachovia August 1976 - July 1981
Education
UNC Chapel Hill 1981 — 1983
MBA
Randolph-Macon Woman's College 1972 — 1976
BA, Economics
Lajuana Bradford Lajuana Bradford's Wachovia Experience November 2004 - January 2009
Job SVP, Director of Corporate Diversity and Public Affairs at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation May 2010 - Present
Regions Financial Corporation February 2009 - June 2011
Wachovia November 2004 - January 2009
SouthTrust Bank October 1989 - November 2004
Skills
Leadership, Project Management, Business Analysis, Mergers & Acquisitions, Public Speaking, Management, Strategic Planning, Banking, Internal Communications, Community Development, Credit, Loans, Training, Leadership Development, Team Building, Mergers, Customer Service, Project Planning, Coaching, Commercial Lending, Commercial Banking, Fundraising, Nonprofits, Risk Management, Small Business Lending, Consumer Lending, Loan Origination
Education
Rhode Island College
BA, Psychology
Regions Financial Corporation May 2010 - Present
Regions Financial Corporation February 2009 - June 2011
Wachovia November 2004 - January 2009
SouthTrust Bank October 1989 - November 2004
Skills
Leadership, Project Management, Business Analysis, Mergers & Acquisitions, Public Speaking, Management, Strategic Planning, Banking, Internal Communications, Community Development, Credit, Loans, Training, Leadership Development, Team Building, Mergers, Customer Service, Project Planning, Coaching, Commercial Lending, Commercial Banking, Fundraising, Nonprofits, Risk Management, Small Business Lending, Consumer Lending, Loan Origination
Education
Rhode Island College
BA, Psychology
Bob Crider's Wachovia Experience 2007 - 2008
Job Founding Member at Commercial REO Brokers Association
Industry Real Estate
Experience
Serra Mesa Planning Group-City of San Diego August 2013 - Present
American General Life and Accident October 2012 - Present
Commercial REO Brokers Association January 2009 - Present
Commercial REO Brokers Association 2009 - Present
Wachovia 2007 - 2008
World Savings 2006 - 2008
Courtesy Mortgage Company 2005 - 2006
Skills
Real Estate, Loans, Investment Properties, REO, Mortgage Lending, Management, Investors, Foreclosures, Real Estate Transactions, Real Estate Financing
Education
Purdue University - Krannert School of Management 1977 — 1979
Management Accounting
Serra Mesa Planning Group-City of San Diego August 2013 - Present
American General Life and Accident October 2012 - Present
Commercial REO Brokers Association January 2009 - Present
Commercial REO Brokers Association 2009 - Present
Wachovia 2007 - 2008
World Savings 2006 - 2008
Courtesy Mortgage Company 2005 - 2006
Skills
Real Estate, Loans, Investment Properties, REO, Mortgage Lending, Management, Investors, Foreclosures, Real Estate Transactions, Real Estate Financing
Education
Purdue University - Krannert School of Management 1977 — 1979
Management Accounting
Lisa Greene (LisaGreene01@yahoo.com) Lisa Greene (LisaGreene01@yahoo.com)'s Wachovia Experience October 1997 - June 2004
Job Project Manager & Process Consultant at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage July 2013 - Present
Genesis10 July 2012 - June 2013
Wells Fargo Securities April 2012 - July 2012
Technisource October 2011 - July 2012
GMAC November 2009 - October 2011
Technisource 2011 - 2011
Wachovia Bank August 2006 - October 2008
Wachovia Bank June 2004 - August 2006
Wachovia October 1997 - June 2004
Skills
Project Management, Process Improvement, Business Analysis, Program Management, Performance Management, SDLC, Management, Visio, Change Management, Six Sigma, Employee Training, Customer Satisfaction, Training, Strategy, Leadership, Business Process, Software Documentation, SharePoint, Quality Assurance, PMP, Call Centers, Banking, CRM, Leadership Development, Analysis, Strategic Planning, Business Process..., Coaching, Vendor Management, Start-ups, Budgets, Cross-functional Team..., Risk Management, Enterprise Software, PMO, Financial Services, Consulting, Business Intelligence, Team Leadership, Relationship Management
Education
Radford University 1984 — 1989
B.S.
Wells Fargo Home Mortgage July 2013 - Present
Genesis10 July 2012 - June 2013
Wells Fargo Securities April 2012 - July 2012
Technisource October 2011 - July 2012
GMAC November 2009 - October 2011
Technisource 2011 - 2011
Wachovia Bank August 2006 - October 2008
Wachovia Bank June 2004 - August 2006
Wachovia October 1997 - June 2004
Skills
Project Management, Process Improvement, Business Analysis, Program Management, Performance Management, SDLC, Management, Visio, Change Management, Six Sigma, Employee Training, Customer Satisfaction, Training, Strategy, Leadership, Business Process, Software Documentation, SharePoint, Quality Assurance, PMP, Call Centers, Banking, CRM, Leadership Development, Analysis, Strategic Planning, Business Process..., Coaching, Vendor Management, Start-ups, Budgets, Cross-functional Team..., Risk Management, Enterprise Software, PMO, Financial Services, Consulting, Business Intelligence, Team Leadership, Relationship Management
Education
Radford University 1984 — 1989
B.S.
Ben Gilman Ben Gilman's Wachovia Experience January 2007 - August 2008
Job Digital Product Executive
Industry Computer Software
Experience
Lea(R)n July 2014 - Present
Castle May 2014 - Present
Tundreus November 2003 - Present
Connexio Labs January 2013 - March 2014
Technekes LLC November 2011 - July 2013
Technekes LLC January 2011 - November 2011
Technekes LLC August 2008 - January 2011
Wachovia January 2007 - August 2008
Media Edge Software, LLC November 2003 - December 2006
Skills
Ruby on Rails, .NET, Database Marketing, Team Management, Technical Leadership, Executive Management
Education
Wake Forest University School of Business 2008 — 2010
MBA
Principia College 1998 — 2002
BS, Computer Science
Lea(R)n July 2014 - Present
Castle May 2014 - Present
Tundreus November 2003 - Present
Connexio Labs January 2013 - March 2014
Technekes LLC November 2011 - July 2013
Technekes LLC January 2011 - November 2011
Technekes LLC August 2008 - January 2011
Wachovia January 2007 - August 2008
Media Edge Software, LLC November 2003 - December 2006
Skills
Ruby on Rails, .NET, Database Marketing, Team Management, Technical Leadership, Executive Management
Education
Wake Forest University School of Business 2008 — 2010
MBA
Principia College 1998 — 2002
BS, Computer Science
Dean Marzouki Dean Marzouki's Wachovia Experience February 2007 - July 2007
Job MBA, McColl School, Queens University Charlotte
Industry Consumer Services
Experience
Sysco September 2010 - August 2012
Wachovia February 2007 - July 2007
Skills
Hospitality, Sales, Customer Service, Income Statement, Food, Microsoft Office, PowerPoint, Profit, Market Research, Sales Management, Retail, Restaurants, Sales Presentations, Risk Management, Forecasting, Key Account Development, Inventory Management, Financial Analysis, Capital Markets..., Stock Market, Stock Option, NPV, Leadership, P&L, Account Management
Education
Queens University of Charlotte 2004 — 2006
Master of Business Administration (M.B.A.), Finance, General, 3.2
University of North Carolina at Charlotte 2000 — 2004
Bachelor's degree, Finance and Financial Management Services
Sysco September 2010 - August 2012
Wachovia February 2007 - July 2007
Skills
Hospitality, Sales, Customer Service, Income Statement, Food, Microsoft Office, PowerPoint, Profit, Market Research, Sales Management, Retail, Restaurants, Sales Presentations, Risk Management, Forecasting, Key Account Development, Inventory Management, Financial Analysis, Capital Markets..., Stock Market, Stock Option, NPV, Leadership, P&L, Account Management
Education
Queens University of Charlotte 2004 — 2006
Master of Business Administration (M.B.A.), Finance, General, 3.2
University of North Carolina at Charlotte 2000 — 2004
Bachelor's degree, Finance and Financial Management Services
Carl Wheaton Carl Wheaton's Wachovia Experience January 2006 - August 2011
Job Finance Comptroller in the United States Air Force
Industry Military
Experience
United States Air Force October 2011 - Present
The MENTOR Network May 2010 - September 2011
Wachovia January 2006 - August 2011
Kroger August 2007 - October 2008
Finish Line September 2004 - February 2006
Skills
Leadership, Time Management, Management, Customer Service, Sales, Cpr Certified, Microsoft Office, Facebook, First Aid, Employee Relations, Leadership Development, Training
Education
Radford University 2007 — 2011
B.B.A, Accounting
Radford University - College of Business and Economics 2007 — 2011
Accounting, Business Administration and Management, General
United States Air Force October 2011 - Present
The MENTOR Network May 2010 - September 2011
Wachovia January 2006 - August 2011
Kroger August 2007 - October 2008
Finish Line September 2004 - February 2006
Skills
Leadership, Time Management, Management, Customer Service, Sales, Cpr Certified, Microsoft Office, Facebook, First Aid, Employee Relations, Leadership Development, Training
Education
Radford University 2007 — 2011
B.B.A, Accounting
Radford University - College of Business and Economics 2007 — 2011
Accounting, Business Administration and Management, General
Jill Andrews Jill Andrews's Wachovia Experience 1979 - 2007
Job Retired Customer Care Leader
Industry Banking
Experience
Wachovia, A Wells Fargo Company 1979 - 2007
Wachovia 1979 - 2007
Skills
Call Centers, Relationship Management, Call Center, Process Improvement, Leadership, Customer Experience, Banking, Strategic Planning, Leadership Development, Customer Service, Vendor Management, Public Speaking, Coaching, Risk Management, Team Building, Performance Management, Business Analysis, Program Management
Education
Radford University
bs, Education
Wachovia, A Wells Fargo Company 1979 - 2007
Wachovia 1979 - 2007
Skills
Call Centers, Relationship Management, Call Center, Process Improvement, Leadership, Customer Experience, Banking, Strategic Planning, Leadership Development, Customer Service, Vendor Management, Public Speaking, Coaching, Risk Management, Team Building, Performance Management, Business Analysis, Program Management
Education
Radford University
bs, Education
J. Christopher Ward J. Christopher Ward's Wachovia Experience April 1998 - August 2009
Job Executive Vice President at PNC Bank
Industry Financial Services
Experience
PNC Bank January 2012 - Present
Capital One August 2009 - January 2012
Wachovia April 1998 - August 2009
Wells Fargo April 1998 - August 2009
Education
Robert Morris University 1985 — 1989
BSBC, Accounting, Information Systems, Mathematics
PNC Bank January 2012 - Present
Capital One August 2009 - January 2012
Wachovia April 1998 - August 2009
Wells Fargo April 1998 - August 2009
Education
Robert Morris University 1985 — 1989
BSBC, Accounting, Information Systems, Mathematics
Julie Ducworth Julie Ducworth's Wachovia Experience September 1997 - July 2005
Job Connectivity Manager at Liberty Fellowship
Industry Nonprofit Organization Management
Experience
Liberty Fellowship January 2010 - Present
EDENS August 2005 - January 2010
Wachovia September 1997 - July 2005
Skills
Strategic Communications, Public Relations, Media Relations, Strategic Planning, Press Releases, Crisis Communications, Editing, Event Planning, Social Media, Nonprofits, Event Management, Public Speaking, Marketing, Internal Communications, Strategy
Education
University of South Carolina-Columbia 1994 — 1996
Master of Mass Communication, Journalism
Presbyterian College 1988 — 1992
English
Liberty Fellowship January 2010 - Present
EDENS August 2005 - January 2010
Wachovia September 1997 - July 2005
Skills
Strategic Communications, Public Relations, Media Relations, Strategic Planning, Press Releases, Crisis Communications, Editing, Event Planning, Social Media, Nonprofits, Event Management, Public Speaking, Marketing, Internal Communications, Strategy
Education
University of South Carolina-Columbia 1994 — 1996
Master of Mass Communication, Journalism
Presbyterian College 1988 — 1992
English
Cheyenne Elmore Cheyenne Elmore's Wachovia Experience August 1986 - August 2010
Job Asst Town Clerk at Town of Troutville
Industry Banking
Experience
Town of Troutville June 2011 - Present
Wachovia August 1986 - August 2010
Skills
Mortgage Lending, Credit, Consumer Lending, Mortgage Banking, Portfolio Management, Banking, Loans, Underwriting, Refinance, Loan Origination, Leadership, Process Improvement, Lines Of Credit, Financial Risk, Commercial Lending, Small Business Lending, Cross Selling, Credit Analysis, Retail Banking, Residential Mortgages, Financial Services, Relationship Management, Commercial Banking, Credit Risk, Home Equity Loans, Private Banking, Loss Mitigation, Asset Based Lending, Credit Cards, FHA, Mortgage Servicing, Operational Risk..., Operational Risk, Risk Management, Customer Retention, Finance, Executive Management
Education
Roanoke College
Town of Troutville June 2011 - Present
Wachovia August 1986 - August 2010
Skills
Mortgage Lending, Credit, Consumer Lending, Mortgage Banking, Portfolio Management, Banking, Loans, Underwriting, Refinance, Loan Origination, Leadership, Process Improvement, Lines Of Credit, Financial Risk, Commercial Lending, Small Business Lending, Cross Selling, Credit Analysis, Retail Banking, Residential Mortgages, Financial Services, Relationship Management, Commercial Banking, Credit Risk, Home Equity Loans, Private Banking, Loss Mitigation, Asset Based Lending, Credit Cards, FHA, Mortgage Servicing, Operational Risk..., Operational Risk, Risk Management, Customer Retention, Finance, Executive Management
Education
Roanoke College
Trenton Parks Trenton Parks's Wachovia Experience 2004 - 2006
Job VP Information Technology
Industry Retail
Experience
Bed Bath & Beyond December 2011 - Present
Shutterfly September 2010 - September 2011
Sears Holdings Management Corporation 2008 - 2010
Time Warner Cable 2006 - 2008
Wachovia 2004 - 2006
WellPoint 2002 - 2004
Skills
Analytics, Budgets, Business Intelligence, Business Analysis, CRM, Cross-functional Team..., Data Modeling, Data Warehousing, Databases, ETL, Enterprise Architecture, Enterprise Software, Human Resources, IT Strategy, Integration, Leadership, Management, Negotiation, Outsourcing, PMO, Program Management, Retail, Software Development, Strategic Planning, Strategy, System Deployment, Team Building, Vendor Management, Web Applications
Education
Regis University 1997 — 1998
MBA, Information Systems
South Carolina State University 1992 — 1996
BS, Computer Science
Bed Bath & Beyond December 2011 - Present
Shutterfly September 2010 - September 2011
Sears Holdings Management Corporation 2008 - 2010
Time Warner Cable 2006 - 2008
Wachovia 2004 - 2006
WellPoint 2002 - 2004
Skills
Analytics, Budgets, Business Intelligence, Business Analysis, CRM, Cross-functional Team..., Data Modeling, Data Warehousing, Databases, ETL, Enterprise Architecture, Enterprise Software, Human Resources, IT Strategy, Integration, Leadership, Management, Negotiation, Outsourcing, PMO, Program Management, Retail, Software Development, Strategic Planning, Strategy, System Deployment, Team Building, Vendor Management, Web Applications
Education
Regis University 1997 — 1998
MBA, Information Systems
South Carolina State University 1992 — 1996
BS, Computer Science
Brian R. Strickler's Wachovia Experience September 2001 - October 2008
Job Analytics and Strategy at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2009 - Present
Wachovia September 2001 - October 2008
Solectron 2000 - 2001
Arthur Andersen & Co 1984 - 1989
Education
Purdue University - Krannert School of Management 1980 — 1984
Bachelor of Science, Finance and Accounting
Wells Fargo May 2009 - Present
Wachovia September 2001 - October 2008
Solectron 2000 - 2001
Arthur Andersen & Co 1984 - 1989
Education
Purdue University - Krannert School of Management 1980 — 1984
Bachelor of Science, Finance and Accounting
Holly Andrejco Holly Andrejco's Wachovia Experience January 2007 - February 2009
Job Accounting / Administrator Professional experienced in Accounts Receivable and Accounts Payable, Office Management
Industry Commercial Real Estate
Experience
Quest Financial December 2013 - December 2014
Display Industries December 2012 - August 2013
Courseault Commercial, Inc. July 2009 - January 2012
Wachovia January 2007 - February 2009
Wachovia May 2006 - January 2008
Color Genesis, Inc. October 1991 - April 2006
Skills
Teamwork, Organization, Process Improvement, Outlook, Attention to Detail, Customer Focus, Interpersonal Skills, Verbal and Written..., Communication, Accounts Payable, Accounts Receivable, Project Coordination, Customer Oriented, Microsoft Office, Customer Service, Management, Contract Management, Program Management, Time Management, Team Building, CRM, Microsoft Excel, Invoicing, Sales, Social Skills, Leadership
Education
Presbyterian College 1986 — 1990
BA, Fine Art, English, 3.8 Magna Cum Laude
Quest Financial December 2013 - December 2014
Display Industries December 2012 - August 2013
Courseault Commercial, Inc. July 2009 - January 2012
Wachovia January 2007 - February 2009
Wachovia May 2006 - January 2008
Color Genesis, Inc. October 1991 - April 2006
Skills
Teamwork, Organization, Process Improvement, Outlook, Attention to Detail, Customer Focus, Interpersonal Skills, Verbal and Written..., Communication, Accounts Payable, Accounts Receivable, Project Coordination, Customer Oriented, Microsoft Office, Customer Service, Management, Contract Management, Program Management, Time Management, Team Building, CRM, Microsoft Excel, Invoicing, Sales, Social Skills, Leadership
Education
Presbyterian College 1986 — 1990
BA, Fine Art, English, 3.8 Magna Cum Laude
James Hose Jr.'s Wachovia Experience December 2007 - March 2009
Job Lead Call Center Representative at Wounded Warrior Battalion
Industry Banking
Experience
Wounded Warrior Battalion April 2013 - Present
Century 21 Champion Real Estate October 2011 - Present
Wachovia December 2007 - March 2009
Skills
Mortgage Lending, Refinance, Mortgage Banking, First Time Home Buyers, Loans, FHA, Loan Origination, Real Estate, Credit, Credit Analysis, Residential Mortgages
Education
Post University 2012 — 2014
Bachelor of Arts (B.A.), Psychology
Wounded Warrior Battalion April 2013 - Present
Century 21 Champion Real Estate October 2011 - Present
Wachovia December 2007 - March 2009
Skills
Mortgage Lending, Refinance, Mortgage Banking, First Time Home Buyers, Loans, FHA, Loan Origination, Real Estate, Credit, Credit Analysis, Residential Mortgages
Education
Post University 2012 — 2014
Bachelor of Arts (B.A.), Psychology
John Frazer's Wachovia Experience 2002 - 2005
Job Senior Software Developer at Charlotte Radiology
Industry Information Technology and Services
Experience
Charlotte Radiology 2005 - Present
Catawba Financial Software 1997 - Present
Wachovia 2002 - 2005
3M HIS 1999 - 2002
Broadway & Seymour 1995 - 1999
HBOC 1994 - 1995
First Data 1992 - 1994
Digital Equipment Corp 1986 - 1992
J&L Metrology (Textron) 1983 - 1986
Rock Hill Herald 1977 - 1983
Skills
.NET, SQL, C#, XML, SDLC, Visual Studio, IIS, T-SQL, Object Oriented Design, Visual Basic, Web Applications, HL7, ASP.NET, ASP.NET MVC, Agile Methodologies, Application Architecture, C++, Database Design, Databases, Microsoft SQL Server, PACS, SOAP, SOA, Software Design, Software Development, UML, VB.NET, Web Services, SSIS, TFS, WCF
Education
The University of Georgia 1974 — 1977
BS, Mathematics
Rensselaer Polytechnic Institute 1973 — 1974
Mathematics
Charlotte Radiology 2005 - Present
Catawba Financial Software 1997 - Present
Wachovia 2002 - 2005
3M HIS 1999 - 2002
Broadway & Seymour 1995 - 1999
HBOC 1994 - 1995
First Data 1992 - 1994
Digital Equipment Corp 1986 - 1992
J&L Metrology (Textron) 1983 - 1986
Rock Hill Herald 1977 - 1983
Skills
.NET, SQL, C#, XML, SDLC, Visual Studio, IIS, T-SQL, Object Oriented Design, Visual Basic, Web Applications, HL7, ASP.NET, ASP.NET MVC, Agile Methodologies, Application Architecture, C++, Database Design, Databases, Microsoft SQL Server, PACS, SOAP, SOA, Software Design, Software Development, UML, VB.NET, Web Services, SSIS, TFS, WCF
Education
The University of Georgia 1974 — 1977
BS, Mathematics
Rensselaer Polytechnic Institute 1973 — 1974
Mathematics
Lauren Garcia Herreria Lauren Garcia Herreria's Wachovia Experience April 2004 - November 2005
Job Manager Project Management at Capital One
Industry Banking
Experience
Capital One March 2015 - Present
Wells Fargo November 2014 - Present
Bank of America July 2012 - October 2014
Bank of America July 2011 - July 2012
Wells Fargo December 2005 - July 2011
Wachovia April 2004 - November 2005
Wachovia October 2002 - April 2004
Walt Disney World March 1996 - February 2000
Skills
Vendor Management, Management, Banking, Leadership, Training, Portfolio Management, Integration, Mergers & Acquisitions, Outsourcing, Employee Training, Risk Management, Process Improvement, New Business Development, Business Process..., Six Sigma
Education
Queens University of Charlotte 1999 — 2001
Capital One March 2015 - Present
Wells Fargo November 2014 - Present
Bank of America July 2012 - October 2014
Bank of America July 2011 - July 2012
Wells Fargo December 2005 - July 2011
Wachovia April 2004 - November 2005
Wachovia October 2002 - April 2004
Walt Disney World March 1996 - February 2000
Skills
Vendor Management, Management, Banking, Leadership, Training, Portfolio Management, Integration, Mergers & Acquisitions, Outsourcing, Employee Training, Risk Management, Process Improvement, New Business Development, Business Process..., Six Sigma
Education
Queens University of Charlotte 1999 — 2001
Patrick Higgins's Wachovia Experience October 2007 - July 2008
Job DirectorVirginia Operations at Favorite Healthcare Staffing
Industry Information Technology and Services
Experience
Favorite Healthcare Staffing 2015 - Present
DaXtra Technologies June 2014 - July 2015
Strategic Staffing Solutions January 2013 - June 2014
Aerotek April 2012 - January 2013
Dominion Enterprises May 2010 - April 2012
PHH Corporation July 2008 - April 2010
Wachovia October 2007 - July 2008
Bank of America June 2004 - October 2007
Skills
New Business Development, Management, Sales, Cold Calling, Applicant Tracking..., Leadership, Lead Generation, Training, Recruiting, CRM, Negotiation, Interviews, Marketing, Time Management, Customer Service, Marketing Strategy, Business Development, Vendor Management, Networking, Account Management, Social Networking, Coaching, Selling, Technical Recruiting, Sales Process, Sales Operations, Talent Acquisition, Sourcing, SaaS, Solution Selling
Education
Radford University
Favorite Healthcare Staffing 2015 - Present
DaXtra Technologies June 2014 - July 2015
Strategic Staffing Solutions January 2013 - June 2014
Aerotek April 2012 - January 2013
Dominion Enterprises May 2010 - April 2012
PHH Corporation July 2008 - April 2010
Wachovia October 2007 - July 2008
Bank of America June 2004 - October 2007
Skills
New Business Development, Management, Sales, Cold Calling, Applicant Tracking..., Leadership, Lead Generation, Training, Recruiting, CRM, Negotiation, Interviews, Marketing, Time Management, Customer Service, Marketing Strategy, Business Development, Vendor Management, Networking, Account Management, Social Networking, Coaching, Selling, Technical Recruiting, Sales Process, Sales Operations, Talent Acquisition, Sourcing, SaaS, Solution Selling
Education
Radford University
Michelle Beatty Michelle Beatty's Wachovia Experience September 1996 - February 2003
Job Event Accounting Manager at Americrown
Industry Banking
Experience
Americrown February 2003 - Present
Wachovia September 1996 - February 2003
Skills
Consumer Lending, Banking, Loans, Financial Analysis, Customer Service, Small Business Lending, Credit, Financial Reporting, Team Building, Microsoft Office, Budgets, Leadership, Accounting, Outlook, Sales, Cash Flow, Management, Event Management
Education
Riverside Community College
Americrown February 2003 - Present
Wachovia September 1996 - February 2003
Skills
Consumer Lending, Banking, Loans, Financial Analysis, Customer Service, Small Business Lending, Credit, Financial Reporting, Team Building, Microsoft Office, Budgets, Leadership, Accounting, Outlook, Sales, Cash Flow, Management, Event Management
Education
Riverside Community College
Kim Goldstein's Wachovia Experience July 1999 - November 2004
Job Member of Disney's EarMarked Travel Advisory Council, Destination Wedding And Honeymoon Specialist
Industry Leisure, Travel & Tourism
Experience
Journeys Inc. March 2006 - Present
Disney's EarMarked Travel Advisory Council November 2012 - December 2014
Wachovia July 1999 - November 2004
Skills
Travel Planning, Leisure Travel, Travel Agency, Travel Arrangements, Travel Writing, Adventure Travel, Caribbean Travel, Certified Sandals, Disney, Disney Vacations, Cruises, Disney Cruise, Honeymoons, Destination Weddings, Incentive Travel, Gourmet Inclusive..., Karisma, Sandals, Beaches, Disney World, Vacation, Family Vacations, Travel Management, Tourism, Travel Insurance, Hotels, Wedding Planning, Customer Service, Sales, Marketing, Leadership, Social Media Marketing
Education
Radford University - College of Business and Economics 1991 — 1995
Organizational Management, Organizational Management
Journeys Inc. March 2006 - Present
Disney's EarMarked Travel Advisory Council November 2012 - December 2014
Wachovia July 1999 - November 2004
Skills
Travel Planning, Leisure Travel, Travel Agency, Travel Arrangements, Travel Writing, Adventure Travel, Caribbean Travel, Certified Sandals, Disney, Disney Vacations, Cruises, Disney Cruise, Honeymoons, Destination Weddings, Incentive Travel, Gourmet Inclusive..., Karisma, Sandals, Beaches, Disney World, Vacation, Family Vacations, Travel Management, Tourism, Travel Insurance, Hotels, Wedding Planning, Customer Service, Sales, Marketing, Leadership, Social Media Marketing
Education
Radford University - College of Business and Economics 1991 — 1995
Organizational Management, Organizational Management
Eileen Wilhem's Wachovia Experience 1996 - 2006
Job President Pinnacle Philanthropy Partners
Industry Philanthropy
Experience
Pinnacle Philanthropy Partners January 2009 - Present
Pinnacle Paso Finos May 2004 - Present
Bank of America January 2007 - January 2009
First Union January 1996 - March 2006
Wachovia 1996 - 2006
Wachovia Bank(Wells Fargo) 1996 - 2006
Wachovia, A Wells Fargo Company 1996 - 2006
Fleet Bank February 2003 - December 2005
Union Trust February 1988 - February 1993
Mellon Bank July 1970 - January 1988
Skills
Philanthropy, Committees, Investments, Non-profits, Planned Giving, Grants, Donor Relations, Board Development, Wealth Management, Leadership, Volunteer Management, Fundraising, Strategic Planning, Strategy, Nonprofits, Charities, Program Management, Marketing, Public Speaking, Management, Training
Education
Robert Morris University
business, accounting
Pinnacle Philanthropy Partners January 2009 - Present
Pinnacle Paso Finos May 2004 - Present
Bank of America January 2007 - January 2009
First Union January 1996 - March 2006
Wachovia 1996 - 2006
Wachovia Bank(Wells Fargo) 1996 - 2006
Wachovia, A Wells Fargo Company 1996 - 2006
Fleet Bank February 2003 - December 2005
Union Trust February 1988 - February 1993
Mellon Bank July 1970 - January 1988
Skills
Philanthropy, Committees, Investments, Non-profits, Planned Giving, Grants, Donor Relations, Board Development, Wealth Management, Leadership, Volunteer Management, Fundraising, Strategic Planning, Strategy, Nonprofits, Charities, Program Management, Marketing, Public Speaking, Management, Training
Education
Robert Morris University
business, accounting
Tunde Dare's Wachovia Experience May 2005 - June 2006
Job Owner at Albaans
Industry Financial Services
Experience
Albaans June 2011 - Present
SunTrust May 2013 - October 2014
Santander Bank, N.A. October 2010 - March 2011
Citi May 2007 - April 2010
Wachovia May 2005 - June 2006
Skills
Banking, Credit, Loans, Finance, Investments, Retail Banking, Commercial Banking, Wealth Management
Education
Post University
Finance
Albaans June 2011 - Present
SunTrust May 2013 - October 2014
Santander Bank, N.A. October 2010 - March 2011
Citi May 2007 - April 2010
Wachovia May 2005 - June 2006
Skills
Banking, Credit, Loans, Finance, Investments, Retail Banking, Commercial Banking, Wealth Management
Education
Post University
Finance
Juliana Moussally NMLS# 290466 Juliana Moussally NMLS# 290466's Wachovia Experience March 2002 - October 2008
Job Mortgage Loan Officer
Industry Financial Services
Experience
New Penn Financial, LLC May 2015 - Present
Banc Home Loans October 2013 - February 2015
California Home Solution, Inc May 2013 - September 2013
Wachovia March 2002 - October 2008
Skills
FHA, Mortgage Lending, Loans, Short Sales, Loan Origination, Underwriting, Finance, Refinance, Mortgage Banking, Residential Mortgages, FHA financing, Portfolio Management, USDA, Reverse Mortgages, Credit Analysis, Credit, FHA Financing
Education
Pierce College 1989 — 1991
Business, Economics
New Penn Financial, LLC May 2015 - Present
Banc Home Loans October 2013 - February 2015
California Home Solution, Inc May 2013 - September 2013
Wachovia March 2002 - October 2008
Skills
FHA, Mortgage Lending, Loans, Short Sales, Loan Origination, Underwriting, Finance, Refinance, Mortgage Banking, Residential Mortgages, FHA financing, Portfolio Management, USDA, Reverse Mortgages, Credit Analysis, Credit, FHA Financing
Education
Pierce College 1989 — 1991
Business, Economics
Shanyn Larson's Wachovia Experience July 2007 - October 2009
Job Media Strategist at Oregonian Media Group
Industry Marketing and Advertising
Experience
Oregonian Media Group August 2013 - Present
Pacific Medical April 2012 - August 2013
Svenhard's Swedish Bakery June 2009 - August 2011
Wachovia July 2007 - October 2009
Long Beach Mortgage a division May 2006 - May 2007
Franz Family Bakery May 2005 - May 2006
Franz Family Bakery September 2000 - May 2005
Skills
Forecasting, Sales, Marketing, Microsoft Office, Merchandising, Microsoft Excel, Event Planning, Customer Service, Process Scheduler, Accounting, Budgets, Recruiting, Research, Coaching, Program Management, Management, Social Media Marketing, Advertising, Account Management, Marketing Strategy, Online Advertising, Social Media, Email Marketing, Online Marketing, Marketing Communications
Education
Portland State University - School of Business 2002 — 2009
Business, B.S. Marketing
Portland State University 2005 — 2008
BS, Marketing
McNary 1995 — 1999
High School Diploma, General
Oregonian Media Group August 2013 - Present
Pacific Medical April 2012 - August 2013
Svenhard's Swedish Bakery June 2009 - August 2011
Wachovia July 2007 - October 2009
Long Beach Mortgage a division May 2006 - May 2007
Franz Family Bakery May 2005 - May 2006
Franz Family Bakery September 2000 - May 2005
Skills
Forecasting, Sales, Marketing, Microsoft Office, Merchandising, Microsoft Excel, Event Planning, Customer Service, Process Scheduler, Accounting, Budgets, Recruiting, Research, Coaching, Program Management, Management, Social Media Marketing, Advertising, Account Management, Marketing Strategy, Online Advertising, Social Media, Email Marketing, Online Marketing, Marketing Communications
Education
Portland State University - School of Business 2002 — 2009
Business, B.S. Marketing
Portland State University 2005 — 2008
BS, Marketing
McNary 1995 — 1999
High School Diploma, General
Chuck Richmond's Wachovia Experience 1989 - 1996
Job Senior Manager, Global Sourcing at Avaya Inc.
Industry Financial Services
Experience
Avaya Inc. October 2004 - Present
GMAC Mortgage May 2000 - July 2003
Deutsche Bank April 1997 - April 2000
PSE&G 1996 - 1997
Wachovia 1989 - 1996
Skills
Strategic Sourcing, Procurement, Global Sourcing, Sourcing, Management Consulting, Business Strategy, Management, Negotiation, Leadership, Team Management, Financial Analysis, Vendor Management, Professional Services, Outsourcing, Process Improvement, Project Planning, Forecasting, Telecommunications, Contract Negotiation, RFP, Spend Analysis, E-procurement, Program Management, Pricing, eSourcing, Cross-functional Team..., Team Building, Budgets, Supply Management
Education
Rider University 1993 — 1998
MBA, Management
Upsala College 1978 — 1983
BA, Economics, Business Management
Avaya Inc. October 2004 - Present
GMAC Mortgage May 2000 - July 2003
Deutsche Bank April 1997 - April 2000
PSE&G 1996 - 1997
Wachovia 1989 - 1996
Skills
Strategic Sourcing, Procurement, Global Sourcing, Sourcing, Management Consulting, Business Strategy, Management, Negotiation, Leadership, Team Management, Financial Analysis, Vendor Management, Professional Services, Outsourcing, Process Improvement, Project Planning, Forecasting, Telecommunications, Contract Negotiation, RFP, Spend Analysis, E-procurement, Program Management, Pricing, eSourcing, Cross-functional Team..., Team Building, Budgets, Supply Management
Education
Rider University 1993 — 1998
MBA, Management
Upsala College 1978 — 1983
BA, Economics, Business Management
Brittney Cumbie Brittney Cumbie's Wachovia Experience 2003 - 2005
Job Client Advisor at CMR Institute
Industry Education Management
Experience
CMR Institute January 2012 - Present
Wells Fargo August 2010 - January 2012
Carilion January 2010 - August 2010
Wells Fargo 2005 - 2009
Wachovia 2003 - 2005
Skills
Coaching, Training, Leadership, Managed Care, Account Management, Healthcare, Selling, Team Building, Sales, Team Leadership, Sales Management, Customer Service, Sales Effectiveness, Microsoft Excel, Management, Product Launch, Cold Calling
Education
Radford University 1999 — 2002
Northside High Schoool 1995 — 1999
CMR Institute January 2012 - Present
Wells Fargo August 2010 - January 2012
Carilion January 2010 - August 2010
Wells Fargo 2005 - 2009
Wachovia 2003 - 2005
Skills
Coaching, Training, Leadership, Managed Care, Account Management, Healthcare, Selling, Team Building, Sales, Team Leadership, Sales Management, Customer Service, Sales Effectiveness, Microsoft Excel, Management, Product Launch, Cold Calling
Education
Radford University 1999 — 2002
Northside High Schoool 1995 — 1999
Teresa Clark Teresa Clark's Wachovia Experience December 2006 - April 2008
Job Training Professional
Industry Human Resources
Experience
Humana May 2008 - Present
Wachovia December 2006 - April 2008
Weight Watchers 1998 - 2008
The Compass Group April 2006 - December 2006
University of North Carolina at Charlotte March 2001 - December 2004
Skills
Training, Instructional Design, Program Management, Leadership, Workshop Facilitation, Recruiting, Human Resources, Employee Benefits, Strategic Planning, Leadership Development, Training Delivery, Onboarding, Organizational..., Talent Management, Coaching, Process Improvement, Team Building, Adult Education, Employee Engagement, Performance Management, Employee Training, Public Speaking, Healthcare, Sales, Account Management, Organizational..., Needs Analysis, Benefits Administration, Employee Relations, Team Leadership, Executive Coaching, Succession Planning, Talent Acquisition, Career Development, Workforce Planning, Consulting, Performance Improvement, Insurance
Education
University of Kentucky 1978 — 1981
Bachelor of Arts (B.A.), Communication, General
Queens University of Charlotte
Bachelor of Arts, Communications
West Hardin HS
Humana May 2008 - Present
Wachovia December 2006 - April 2008
Weight Watchers 1998 - 2008
The Compass Group April 2006 - December 2006
University of North Carolina at Charlotte March 2001 - December 2004
Skills
Training, Instructional Design, Program Management, Leadership, Workshop Facilitation, Recruiting, Human Resources, Employee Benefits, Strategic Planning, Leadership Development, Training Delivery, Onboarding, Organizational..., Talent Management, Coaching, Process Improvement, Team Building, Adult Education, Employee Engagement, Performance Management, Employee Training, Public Speaking, Healthcare, Sales, Account Management, Organizational..., Needs Analysis, Benefits Administration, Employee Relations, Team Leadership, Executive Coaching, Succession Planning, Talent Acquisition, Career Development, Workforce Planning, Consulting, Performance Improvement, Insurance
Education
University of Kentucky 1978 — 1981
Bachelor of Arts (B.A.), Communication, General
Queens University of Charlotte
Bachelor of Arts, Communications
West Hardin HS
Paul Strother's Wachovia Experience August 2007 - August 2008
Job Program / Project Manager Time Warner Cable
Industry Information Technology and Services
Experience
Time Warner Cable August 2013 - May 2014
TIAA-CREF July 2012 - July 2013
Wells Fargo Bank September 2011 - December 2011
AT&T Mobility August 2009 - September 2011
R&R Solutions September 2008 - June 2009
Wachovia August 2007 - August 2008
Clearwire Wireless June 2005 - September 2006
Sprint PCS August 2003 - January 2005
Honeywell Information Systems June 2002 - June 2003
Verizon Wireless March 2001 - April 2002
Skills
Project Management, VoIP, MS Project, WiMAX, Wireless, Disaster Recovery, Wireless Networking, Testing, Requirements Analysis, SDLC, Management, Microsoft Project, Process Improvement, Security, Cisco Technologies, Vendor Management, Integration
Education
Prairie View A&M University 1985 — 1990
Prairie View A&M University
BS, Electrical Engineering Technology
Time Warner Cable August 2013 - May 2014
TIAA-CREF July 2012 - July 2013
Wells Fargo Bank September 2011 - December 2011
AT&T Mobility August 2009 - September 2011
R&R Solutions September 2008 - June 2009
Wachovia August 2007 - August 2008
Clearwire Wireless June 2005 - September 2006
Sprint PCS August 2003 - January 2005
Honeywell Information Systems June 2002 - June 2003
Verizon Wireless March 2001 - April 2002
Skills
Project Management, VoIP, MS Project, WiMAX, Wireless, Disaster Recovery, Wireless Networking, Testing, Requirements Analysis, SDLC, Management, Microsoft Project, Process Improvement, Security, Cisco Technologies, Vendor Management, Integration
Education
Prairie View A&M University 1985 — 1990
Prairie View A&M University
BS, Electrical Engineering Technology
Malcolm Rhyne Malcolm Rhyne's Wachovia Experience February 2008 - July 2008
Job Pricing Analyst at Carrier Corporation
Industry Banking
Experience
Carrier Corporation September 2011 - Present
LPL June 2011 - August 2011
Wells Fargo Bank April 2010 - May 2011
Wachovia February 2008 - July 2008
Wachovia Bank February 2008 - July 2008
Northwestern Mutual Financial Network September 2005 - December 2007
Skills
Customer Service, Risk Management, Management, Analysis, Business Development, Microsoft Excel, New Business Development, Finance, Financial Analysis, Microsoft Office, Pricing, Project Management
Education
Queens University of Charlotte 2014 — 2016
MBA, Business Administration and Management, General
University of North Carolina at 2001 — 2005
B.S.B.A, Management; Entrepreneurship
Carrier Corporation September 2011 - Present
LPL June 2011 - August 2011
Wells Fargo Bank April 2010 - May 2011
Wachovia February 2008 - July 2008
Wachovia Bank February 2008 - July 2008
Northwestern Mutual Financial Network September 2005 - December 2007
Skills
Customer Service, Risk Management, Management, Analysis, Business Development, Microsoft Excel, New Business Development, Finance, Financial Analysis, Microsoft Office, Pricing, Project Management
Education
Queens University of Charlotte 2014 — 2016
MBA, Business Administration and Management, General
University of North Carolina at 2001 — 2005
B.S.B.A, Management; Entrepreneurship
Carol Huntley's Wachovia Experience January 2008 - January 2010
Job System Support Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo 2010 - Present
Wachovia January 2008 - January 2010
Wachovia Bank May 2006 - December 2007
Wachovia July 2005 - May 2006
Wachovia October 2003 - July 2005
Skills
SDLC, Banking, Vendor Management, Visio, Risk Management, Business Requirements, Autosys, Production Support, SharePoint, Process Improvement, Business Analysis, Requirements Gathering, Access, Windows XP, Project Management, Disaster Recovery, XP, Enterprise Architecture
Education
Queens University of Charlotte 2012 — 2014
Master of Science in Organization Development (MSOD), Organization Development, Attending Now
Queens University of Charlotte 1995 — 2002
BA, Business Administration and Computer Information Systems
Wells Fargo 2010 - Present
Wachovia January 2008 - January 2010
Wachovia Bank May 2006 - December 2007
Wachovia July 2005 - May 2006
Wachovia October 2003 - July 2005
Skills
SDLC, Banking, Vendor Management, Visio, Risk Management, Business Requirements, Autosys, Production Support, SharePoint, Process Improvement, Business Analysis, Requirements Gathering, Access, Windows XP, Project Management, Disaster Recovery, XP, Enterprise Architecture
Education
Queens University of Charlotte 2012 — 2014
Master of Science in Organization Development (MSOD), Organization Development, Attending Now
Queens University of Charlotte 1995 — 2002
BA, Business Administration and Computer Information Systems
Maria Sumallo Maria Sumallo's Wachovia Experience June 2005 - Present
Job Business Systems Consultant
Industry Banking
Experience
Wells Fargo 2010 - Present
Wachovia June 2005 - Present
Wachovia Bank 2005 - January 2010
Skills
Content Management
Education
Polytechnic University of the Philippines 1974 — 1978
BS, Accounting
Wells Fargo 2010 - Present
Wachovia June 2005 - Present
Wachovia Bank 2005 - January 2010
Skills
Content Management
Education
Polytechnic University of the Philippines 1974 — 1978
BS, Accounting
Derek Jun, CFA, CAIA Derek Jun, CFA, CAIA's Wachovia Experience June 2005 - March 2007
Job Senior Equity Analyst at Salient Partners
Industry Financial Services
Experience
Salient Partners June 2013 - Present
UBS Wealth Management September 2011 - June 2013
Old Square Capital August 2008 - May 2011
Merrill Lynch March 2007 - November 2007
Wachovia June 2005 - March 2007
Skills
Investments, Asset Allocation, Asset Managment, Portfolio Management, Manager Due Diligence, Strategy Analysis, Risk Modeling, Risk Management, Empirical Research, Investment Simulations, Financial Modeling, Equities, Emerging Markets, International Equities, Fixed Income, Structured Products, Hedge Funds, Alternative Investments, Capital Markets, Investment Banking, Mutual Funds, Financial Structuring, ETFs, Valuation, Strategy, Asset Management, Due Diligence
Education
Princeton University 2001 — 2005
A.B., Economics; Certificate in Finance; Certificate in Applied and Computational Mathematics
Salient Partners June 2013 - Present
UBS Wealth Management September 2011 - June 2013
Old Square Capital August 2008 - May 2011
Merrill Lynch March 2007 - November 2007
Wachovia June 2005 - March 2007
Skills
Investments, Asset Allocation, Asset Managment, Portfolio Management, Manager Due Diligence, Strategy Analysis, Risk Modeling, Risk Management, Empirical Research, Investment Simulations, Financial Modeling, Equities, Emerging Markets, International Equities, Fixed Income, Structured Products, Hedge Funds, Alternative Investments, Capital Markets, Investment Banking, Mutual Funds, Financial Structuring, ETFs, Valuation, Strategy, Asset Management, Due Diligence
Education
Princeton University 2001 — 2005
A.B., Economics; Certificate in Finance; Certificate in Applied and Computational Mathematics
Peggy Ransone, SPHR's Wachovia Experience 2004 - 2008
Job Sr. HR Generalist and Benefits Manager at Charlotte Regional Visitors Authority
Industry Human Resources
Experience
Charlotte Regional Visitors Authority October 2013 - Present
First Financial Services, Inc. June 2013 - September 2013
Bank of America July 2012 - February 2013
Wachovia, A Wells Fargo Company May 2011 - June 2011
Wachovia, a Wells Fargo Company June 2010 - December 2010
Wachovia, a Wells Fargo Company 2008 - June 2010
Wachovia 2004 - 2008
Wachovia a Wells Fargo Company 2002 - 2004
Wachovia, a Wells Fargo Company 1999 - 2001
Wachovia, a Wells Fargo Company 1993 - 1999
Skills
Employee Benefits, Change Management, Program Management, Employee Engagement, Project Management, Vendor Management, Team Building, Process Improvement, Strategic Planning, HR Consulting, Compliance, Customer Service, Disability Management, Performance Consulting, Mergers, Business Relationship..., Project Planning, Negotiation, Communication, Collaboration, Problem Analysis, Problem Solving, Mergers and Acquisitions, Mentoring, Emloyee Recruiting and..., Employee Relations, Compensation, Workers Compensation, Recruiting
Education
Purdue University
BS, MS, Sociology, Counseling
Charlotte Regional Visitors Authority October 2013 - Present
First Financial Services, Inc. June 2013 - September 2013
Bank of America July 2012 - February 2013
Wachovia, A Wells Fargo Company May 2011 - June 2011
Wachovia, a Wells Fargo Company June 2010 - December 2010
Wachovia, a Wells Fargo Company 2008 - June 2010
Wachovia 2004 - 2008
Wachovia a Wells Fargo Company 2002 - 2004
Wachovia, a Wells Fargo Company 1999 - 2001
Wachovia, a Wells Fargo Company 1993 - 1999
Skills
Employee Benefits, Change Management, Program Management, Employee Engagement, Project Management, Vendor Management, Team Building, Process Improvement, Strategic Planning, HR Consulting, Compliance, Customer Service, Disability Management, Performance Consulting, Mergers, Business Relationship..., Project Planning, Negotiation, Communication, Collaboration, Problem Analysis, Problem Solving, Mergers and Acquisitions, Mentoring, Emloyee Recruiting and..., Employee Relations, Compensation, Workers Compensation, Recruiting
Education
Purdue University
BS, MS, Sociology, Counseling
Kuttu Narayan AIA, LEED AP. Kuttu Narayan AIA, LEED AP.'s Wachovia Experience September 1997 - August 2003
Job Ninth Circuit Project manager at US Courts Office of the Circuit Executive Ninth Circuit
Industry Architecture & Planning
Experience
US Courts - Office of the Circuit Executive - Ninth Circuit September 2009 - Present
Global Sustainable Design, PLLC 2008 - September 2009
ARCADIS December 2004 - October 2008
Wachovia September 1997 - August 2003
TKV Architects 1990 - 1997
Perkins Eastman 1985 - 1989
Kohn Pedersen Fox 1981 - 1985
Skills
Customer Relations, Architecture, Residential, Renovation, Real Estate, Project Management, Residential Homes, Customer Service, Management, Interior Design, Sustainable Design, Architectural Design, LEED AP, Sustainability, Leadership, Integrated Marketing, Budgets, Sustainable Architecture, Architectures, Investment Properties, International Relations, Mixed-use, Site Planning, Healthcare Consulting, Investment Banking, Project Planning, Commercial Real Estate, LEED, Comprehensive Planning
Education
Pratt Institute 1977 — 1980
B. Arch, Architecture
Rutgers University-New Brunswick 1973 — 1976
B.A., Biological Sciences
Repton School 1970 — 1971
O levels
US Courts - Office of the Circuit Executive - Ninth Circuit September 2009 - Present
Global Sustainable Design, PLLC 2008 - September 2009
ARCADIS December 2004 - October 2008
Wachovia September 1997 - August 2003
TKV Architects 1990 - 1997
Perkins Eastman 1985 - 1989
Kohn Pedersen Fox 1981 - 1985
Skills
Customer Relations, Architecture, Residential, Renovation, Real Estate, Project Management, Residential Homes, Customer Service, Management, Interior Design, Sustainable Design, Architectural Design, LEED AP, Sustainability, Leadership, Integrated Marketing, Budgets, Sustainable Architecture, Architectures, Investment Properties, International Relations, Mixed-use, Site Planning, Healthcare Consulting, Investment Banking, Project Planning, Commercial Real Estate, LEED, Comprehensive Planning
Education
Pratt Institute 1977 — 1980
B. Arch, Architecture
Rutgers University-New Brunswick 1973 — 1976
B.A., Biological Sciences
Repton School 1970 — 1971
O levels
Christine (christine Shabazz-Moyer) Shabazz Christine (christine Shabazz-Moyer) Shabazz's Wachovia Experience August 1999 - November 2001
Job Legal Services Professional
Industry Legal Services
Experience
Bank of America 2010 - 2013
First Horizon Home Loans March 2007 - April 2008
McLain & Merritt October 2005 - March 2007
Hudnall, Cohn, Fyvolent & Shaver November 2002 - October 2005
Washington Mutual November 2001 - November 2002
Wachovia August 1999 - November 2001
Langley Federal Credit Union March 1999 - July 1999
Wachovia March 1994 - January 1999
Skills
Banking, Finance, Mortgage Lending, Loans
Education
Radford University - College of Business and Economics 1982 — 1987
B.S., Marketing
Bank of America 2010 - 2013
First Horizon Home Loans March 2007 - April 2008
McLain & Merritt October 2005 - March 2007
Hudnall, Cohn, Fyvolent & Shaver November 2002 - October 2005
Washington Mutual November 2001 - November 2002
Wachovia August 1999 - November 2001
Langley Federal Credit Union March 1999 - July 1999
Wachovia March 1994 - January 1999
Skills
Banking, Finance, Mortgage Lending, Loans
Education
Radford University - College of Business and Economics 1982 — 1987
B.S., Marketing
Steve Farish Steve Farish's Wachovia Experience 2005 - Present
Job SVP at Wells Fargo Insurance Services, Inc. US
Industry Insurance
Experience
Wells Fargo Insurance Services May 2005 - Present
Wachovia 2005 - Present
Education
Presbyterian College 1974 — 1976
BS, Biology
Wells Fargo Insurance Services May 2005 - Present
Wachovia 2005 - Present
Education
Presbyterian College 1974 — 1976
BS, Biology
Holly Crawford's Wachovia Experience August 2007 - January 2008
Job Talent Acquisition Recruiter Financial Services Advisory at Ernst & Young
Industry Human Resources
Experience
EY March 2014 - Present
Pactera US June 2012 - February 2014
Bank of America January 2008 - June 2012
Wachovia August 2007 - January 2008
Ameriprise Financial April 2005 - June 2007
PBS&J Engineering/Consulting May 2002 - April 2005
Skills
Full-life Cycle..., Executive Search, Project Coordination, Building Relationships, Corporate Recruiting, Global Recruiting, Financial Recruiting, Team-oriented, Technical Recruiting, Community Outreach, Networking, Candidate Generation, Sourcing, Management, Interviews, CRM, Recruiting, Mergers & Acquisitions, Talent Acquisition, Management Consulting, Applicant Tracking..., Relationship Building, Consulting, Business Process, Leadership
Education
Radford University 1998 — 2002
B.S., Communication
EY March 2014 - Present
Pactera US June 2012 - February 2014
Bank of America January 2008 - June 2012
Wachovia August 2007 - January 2008
Ameriprise Financial April 2005 - June 2007
PBS&J Engineering/Consulting May 2002 - April 2005
Skills
Full-life Cycle..., Executive Search, Project Coordination, Building Relationships, Corporate Recruiting, Global Recruiting, Financial Recruiting, Team-oriented, Technical Recruiting, Community Outreach, Networking, Candidate Generation, Sourcing, Management, Interviews, CRM, Recruiting, Mergers & Acquisitions, Talent Acquisition, Management Consulting, Applicant Tracking..., Relationship Building, Consulting, Business Process, Leadership
Education
Radford University 1998 — 2002
B.S., Communication
Joe Gieker Joe Gieker's Wachovia Experience May 1998 - March 2001
Job Director Wells Fargo &Co. Corporate Market Risk
Industry Financial Services
Experience
Capital Guardian LLC September 2008 - April 2015
Wachovia Bank N.A. March 2001 - August 2008
Wachovia May 1998 - March 2001
GE Capital Mortgage Services Inc August 1994 - May 1998
Skills
Fixed Income trading, Investment Banking, Portfolio Management, Alternative Investments, Asset-backed..., Securitization, MBS, Capital Markets, Derivatives, Financial Structuring, Structured Products, Securities, Investments, Fixed Income, Financial Services, Valuation
Education
Quincy University 1988 — 1992
Bachelor of Science (B.S.), Finance, General
Capital Guardian LLC September 2008 - April 2015
Wachovia Bank N.A. March 2001 - August 2008
Wachovia May 1998 - March 2001
GE Capital Mortgage Services Inc August 1994 - May 1998
Skills
Fixed Income trading, Investment Banking, Portfolio Management, Alternative Investments, Asset-backed..., Securitization, MBS, Capital Markets, Derivatives, Financial Structuring, Structured Products, Securities, Investments, Fixed Income, Financial Services, Valuation
Education
Quincy University 1988 — 1992
Bachelor of Science (B.S.), Finance, General
Eric Hayes Eric Hayes's Wachovia Experience June 2006 - March 2009
Job Administrator at Runk and Pratt
Industry Hospital & Health Care
Experience
New Dawn Memory Care June 2015 - Present
Runk and Pratt March 2013 - December 2014
Emeritus Senior Living December 2011 - April 2013
Commonwealth Assisted Living March 2009 - January 2011
Wachovia June 2006 - March 2009
Traditions Management October 2005 - June 2006
Skills
Customer Service, Finance, Investments, Elder Care, Medicare, Long-term Care, Team Building, Microsoft Excel, Managed Care, Healthcare, Home Care, Small Business, Healthcare Management, Loans, Leadership, Financial Analysis, Outlook, Medicaid, Marketing, Physician Relations, HIPAA
Education
Radford University 2002 — 2004
Bachelors, Finance
New Dawn Memory Care June 2015 - Present
Runk and Pratt March 2013 - December 2014
Emeritus Senior Living December 2011 - April 2013
Commonwealth Assisted Living March 2009 - January 2011
Wachovia June 2006 - March 2009
Traditions Management October 2005 - June 2006
Skills
Customer Service, Finance, Investments, Elder Care, Medicare, Long-term Care, Team Building, Microsoft Excel, Managed Care, Healthcare, Home Care, Small Business, Healthcare Management, Loans, Leadership, Financial Analysis, Outlook, Medicaid, Marketing, Physician Relations, HIPAA
Education
Radford University 2002 — 2004
Bachelors, Finance
Courtney Stulman Courtney Stulman's Wachovia Experience March 2006 - April 2009
Job Sales Recruiter at Red Ventures
Industry Human Resources
Experience
Red Ventures April 2009 - Present
Wachovia March 2006 - April 2009
Royal and Sun Alliance October 2002 - March 2006
Education
Roanoke College 1998 — 2002
Red Ventures April 2009 - Present
Wachovia March 2006 - April 2009
Royal and Sun Alliance October 2002 - March 2006
Education
Roanoke College 1998 — 2002
Oliver duCille Oliver duCille's Wachovia Experience 2006 - 2007
Job Technical Business Development Consultant
Industry Information Technology and Services
Experience
Independent: February 2008 - Present
Duke Energy May 2007 - December 2007
Wachovia 2006 - 2007
Skills
VB.NET, Visual Basic, ASP, Visual Studio, T-SQL, Java, C#, Java Enterprise Edition, VSS, C++, Objective-C, Photoshop, Xcode, RAD, Delphi, Microsoft SQL Server, Integration, SQL, ASP.NET, Software Development, MySQL, Management, Project Management, Leadership, Security, JavaScript, Databases, XML, CSS, jQuery, SDLC, Analysis, .NET, Programming, Enterprise Architecture, Software Design, Mobile Applications, Start-ups, Eclipse, Entrepreneurship, SSRS, JSON, AJAX, Testing, E-commerce, Strategic Planning, Business Development, Team Building, CRM, Consulting
Education
Presbyterian College 1977 — 1983
BS, Math - Physics
Wayne State University 1978 — 1978
Bachelor's degree, Advanced Linear Algebra with Differential Equations
Independent: February 2008 - Present
Duke Energy May 2007 - December 2007
Wachovia 2006 - 2007
Skills
VB.NET, Visual Basic, ASP, Visual Studio, T-SQL, Java, C#, Java Enterprise Edition, VSS, C++, Objective-C, Photoshop, Xcode, RAD, Delphi, Microsoft SQL Server, Integration, SQL, ASP.NET, Software Development, MySQL, Management, Project Management, Leadership, Security, JavaScript, Databases, XML, CSS, jQuery, SDLC, Analysis, .NET, Programming, Enterprise Architecture, Software Design, Mobile Applications, Start-ups, Eclipse, Entrepreneurship, SSRS, JSON, AJAX, Testing, E-commerce, Strategic Planning, Business Development, Team Building, CRM, Consulting
Education
Presbyterian College 1977 — 1983
BS, Math - Physics
Wayne State University 1978 — 1978
Bachelor's degree, Advanced Linear Algebra with Differential Equations
Kevin Hannant's Wachovia Experience 1998 — 2003
Job Senior Vice President/Chief Trust Officer
Industry Financial Services
Experience
Merrill Lynch International Trust & Wealth Structuring July 2015 — Present
Merrill Lynch International Trust & Wealth Structuring May 2013 — June 2015
Merrill Lynch February 2003 — May 2013
Wachovia 1998 — 2003
State Street Bank and Trust Co. April 1988 — July 1998
U.S. Trust-Bank of America-Merrill Lynch 2016 — present
Education
Cannon Financial Institute 1989 — 1991
Trust I, II, III, Trust
Quincy University 1982 — 1986
Business Management
Merrill Lynch International Trust & Wealth Structuring July 2015 — Present
Merrill Lynch International Trust & Wealth Structuring May 2013 — June 2015
Merrill Lynch February 2003 — May 2013
Wachovia 1998 — 2003
State Street Bank and Trust Co. April 1988 — July 1998
U.S. Trust-Bank of America-Merrill Lynch 2016 — present
Education
Cannon Financial Institute 1989 — 1991
Trust I, II, III, Trust
Quincy University 1982 — 1986
Business Management
Eric Roth's Wachovia Experience 1982 - 1990
Job
Industry Management Consulting
Experience
Summit Discovery Institute August 2009 - Present
UCSD Rady School of Management Executive Education January 2012 - November 2013
Center for Creative Leadership June 2010 - August 2013
TalentQuest January 2008 - January 2009
Center for Creative Leadership September 2005 - December 2007
Rembisz & Associates 2005 - 2007
Personnel Decisions Int'l (PDI) June 1997 - April 2005
Wachovia 1982 - 1990
Skills
Executive Coaching, Organizational..., MBTI, Organizational..., Leadership Development, 360 Feedback, Change Management, FIRO-B, Leadership, Strategy, Succession Planning, Emotional Intelligence, Management Consulting, Talent Management, Coaching, Training, Organizational Behavior, Psychology, Performance Management, Teaching, Career Development, Executive Development
Education
The University of Georgia 1991 — 1996
Ph.D.
University of West Georgia 1975 — 1976
MA
Providence College 1966 — 1970
BA
Summit Discovery Institute August 2009 - Present
UCSD Rady School of Management Executive Education January 2012 - November 2013
Center for Creative Leadership June 2010 - August 2013
TalentQuest January 2008 - January 2009
Center for Creative Leadership September 2005 - December 2007
Rembisz & Associates 2005 - 2007
Personnel Decisions Int'l (PDI) June 1997 - April 2005
Wachovia 1982 - 1990
Skills
Executive Coaching, Organizational..., MBTI, Organizational..., Leadership Development, 360 Feedback, Change Management, FIRO-B, Leadership, Strategy, Succession Planning, Emotional Intelligence, Management Consulting, Talent Management, Coaching, Training, Organizational Behavior, Psychology, Performance Management, Teaching, Career Development, Executive Development
Education
The University of Georgia 1991 — 1996
Ph.D.
University of West Georgia 1975 — 1976
MA
Providence College 1966 — 1970
BA
Brian M. White's Wachovia Experience 2005 - 2007
Job
Industry Information Technology and Services
Experience
Time Warner Cable June 2013 - Present
Idlewild Volunteer Fire Department, Inc. 2010 - Present
TD July 2012 - April 2013
Bank of America June 2009 - July 2012
Bank of America February 2007 - June 2009
Wachovia 2005 - 2007
Bank of America 2000 - 2005
Bank of America 1998 - 2000
Bank of America 1998 - 2000
Skills
Risk Management, Enterprise Risk..., Financial Risk, Operational Risk..., Risk Assessment, Auditing, Operational Risk, Banking, IT Audit, CISA, Business Continuity, Sarbanes-Oxley Act, Process Improvement, Vendor Management, Financial Analysis, AML, Governance, IT Risk Management, Internal Controls, Fraud, Due Diligence, Operations Management, Equities, Internal Audit, Information Security, Information Technology, Financial Services
Education
Queens University of Charlotte 2007 — 2008
MBA, Business
Time Warner Cable June 2013 - Present
Idlewild Volunteer Fire Department, Inc. 2010 - Present
TD July 2012 - April 2013
Bank of America June 2009 - July 2012
Bank of America February 2007 - June 2009
Wachovia 2005 - 2007
Bank of America 2000 - 2005
Bank of America 1998 - 2000
Bank of America 1998 - 2000
Skills
Risk Management, Enterprise Risk..., Financial Risk, Operational Risk..., Risk Assessment, Auditing, Operational Risk, Banking, IT Audit, CISA, Business Continuity, Sarbanes-Oxley Act, Process Improvement, Vendor Management, Financial Analysis, AML, Governance, IT Risk Management, Internal Controls, Fraud, Due Diligence, Operations Management, Equities, Internal Audit, Information Security, Information Technology, Financial Services
Education
Queens University of Charlotte 2007 — 2008
MBA, Business
Bryan Holt's Wachovia Experience January 2007 - Present
Job Network Engineer
Industry Information Technology and Services
Experience
Wells Fargo 2007 - Present
Wachovia January 2007 - Present
XO Communications January 2003 - January 2007
Allegiance Telecom 2000 - 2003
Skills
Vendor Management, Visio, Disaster Recovery, IT Management, Cisco Technologies, SharePoint, Call Centers, Customer Service, Troubleshooting, Data Center, Switches, SDLC, Active Directory, Servers, Software Documentation, Networking, Business Analysis, Integration, Enterprise Architecture
Education
Netcom Information Technology 2007 — 2007
CCNA, Cisco
RITOP electronics school 1998 — 1998
MECP
Raritan Valley Community College 1995 — 1997
AA
Wells Fargo 2007 - Present
Wachovia January 2007 - Present
XO Communications January 2003 - January 2007
Allegiance Telecom 2000 - 2003
Skills
Vendor Management, Visio, Disaster Recovery, IT Management, Cisco Technologies, SharePoint, Call Centers, Customer Service, Troubleshooting, Data Center, Switches, SDLC, Active Directory, Servers, Software Documentation, Networking, Business Analysis, Integration, Enterprise Architecture
Education
Netcom Information Technology 2007 — 2007
CCNA, Cisco
RITOP electronics school 1998 — 1998
MECP
Raritan Valley Community College 1995 — 1997
AA
Felipe Camacho's Wachovia Experience June 2006 - December 2008
Job Vice President at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo March 2011 - Present
Wells Fargo January 2009 - June 2011
Wachovia June 2006 - December 2008
Purdue University August 2005 - May 2006
Kellogg Company May 2005 - August 2005
Education
Purdue University 2002 — 2006
B.S., Industrial Management
Wells Fargo March 2011 - Present
Wells Fargo January 2009 - June 2011
Wachovia June 2006 - December 2008
Purdue University August 2005 - May 2006
Kellogg Company May 2005 - August 2005
Education
Purdue University 2002 — 2006
B.S., Industrial Management
Marc Gabauer's Wachovia Experience 1999 - 2006
Job Senior Business System Analyst/Project Manager
Industry Information Technology and Services
Experience
Hampton Roads Bankshares (HRBS) February 2011 - Present
RBC Bank February 2006 - March 2011
Softworld 2007 - 2009
Wachovia 1999 - 2006
Skills
Business Analysis, Requirements Analysis, SDLC, Requirements Gathering, Visio, SharePoint, User Acceptance Testing, Documentation, Analysis, Testing, Change Management, Microsoft Office, Systems Analysis, Word, Excel, Problem Solving, PMO, Troubleshooting, PowerPoint, MS Project, Customer Relations, Software Documentation, Project Management, Cross-functional Team...
Education
Radford University
Bachelor of Science (BS)
Hampton Roads Bankshares (HRBS) February 2011 - Present
RBC Bank February 2006 - March 2011
Softworld 2007 - 2009
Wachovia 1999 - 2006
Skills
Business Analysis, Requirements Analysis, SDLC, Requirements Gathering, Visio, SharePoint, User Acceptance Testing, Documentation, Analysis, Testing, Change Management, Microsoft Office, Systems Analysis, Word, Excel, Problem Solving, PMO, Troubleshooting, PowerPoint, MS Project, Customer Relations, Software Documentation, Project Management, Cross-functional Team...
Education
Radford University
Bachelor of Science (BS)
Doreen Smith's Wachovia Experience June 2008 - September 2008
Job Project Manager at Novant Health
Industry Information Technology and Services
Experience
Novant Health September 2008 - Present
Wachovia June 2008 - September 2008
Gartner, Inc. May 1997 - June 2008
Skills
Software Documentation, SDLC, Vendor Management, MS Project, Business Process..., Project Management, Quality Assurance, CRM, Change Management, Leadership, Management
Education
University of Bridgeport
BS, Business Admistration
Porter and Chester Institute of Stratford
Mechanical and Electronic Engineering CAD
Novant Health September 2008 - Present
Wachovia June 2008 - September 2008
Gartner, Inc. May 1997 - June 2008
Skills
Software Documentation, SDLC, Vendor Management, MS Project, Business Process..., Project Management, Quality Assurance, CRM, Change Management, Leadership, Management
Education
University of Bridgeport
BS, Business Admistration
Porter and Chester Institute of Stratford
Mechanical and Electronic Engineering CAD
Eva Whitely's Wachovia Experience 2001 - 2005
Job Test Manager at Lowe's Home Improvement
Industry Information Technology and Services
Experience
Lowe's Home Improvement October 2013 - Present
Premier Alliance October 2011 - January 2013
Bank of America August 2010 - September 2011
Ally Financial Inc. December 2009 - June 2010
Bank of America August 2007 - March 2009
Tiaa-Cref 2005 - August 2007
Wachovia 2001 - 2005
Skills
Quality Assurance, Quality Center, Test Director, Test Planning, Release Management, SQL, Test Management, Risk Management, Waterfall, Agile, Software Quality..., System Testing, SDLC, Testing, User Acceptance Testing, Banking, Process Engineering, Quality Management, Test Cases, Requirements Gathering
Education
Point Park University 1990 — 1995
BS, management
Lowe's Home Improvement October 2013 - Present
Premier Alliance October 2011 - January 2013
Bank of America August 2010 - September 2011
Ally Financial Inc. December 2009 - June 2010
Bank of America August 2007 - March 2009
Tiaa-Cref 2005 - August 2007
Wachovia 2001 - 2005
Skills
Quality Assurance, Quality Center, Test Director, Test Planning, Release Management, SQL, Test Management, Risk Management, Waterfall, Agile, Software Quality..., System Testing, SDLC, Testing, User Acceptance Testing, Banking, Process Engineering, Quality Management, Test Cases, Requirements Gathering
Education
Point Park University 1990 — 1995
BS, management
James Connors, CAMS's Wachovia Experience August 2002 - December 2008
Job Senior Audit Manager, Wholesale Banking at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2012 - Present
Wells Fargo Bank January 2009 - June 2012
Wachovia August 2002 - December 2008
Wachovia Securities, LLC April 2000 - August 2002
Wachovia Securities, LLC April 1996 - April 2000
Wachovia Securities, LLC September 1993 - April 1996
Skills
General Securities..., Risk Management, AML, Operational Risk..., Internal Audit, OFAC, Financial Risk, Bank Secrecy Act, Auditing, Series 7, Banking, Series 24, Capital Markets, Sarbanes-Oxley Act, Internal Controls
Education
Queens University of Charlotte 1989 — 1991
MBA, Master of Business Administration
University of North Carolina at Charlotte 1983 — 1987
BA, Business Administration; Concentration in Finance
Wells Fargo January 2012 - Present
Wells Fargo Bank January 2009 - June 2012
Wachovia August 2002 - December 2008
Wachovia Securities, LLC April 2000 - August 2002
Wachovia Securities, LLC April 1996 - April 2000
Wachovia Securities, LLC September 1993 - April 1996
Skills
General Securities..., Risk Management, AML, Operational Risk..., Internal Audit, OFAC, Financial Risk, Bank Secrecy Act, Auditing, Series 7, Banking, Series 24, Capital Markets, Sarbanes-Oxley Act, Internal Controls
Education
Queens University of Charlotte 1989 — 1991
MBA, Master of Business Administration
University of North Carolina at Charlotte 1983 — 1987
BA, Business Administration; Concentration in Finance
Shaun Ferguson's Wachovia Experience December 2004 - December 2009
Job Operations Manager Fillmore Charlotte, Uptown Amphitheater
Industry Entertainment
Experience
Wolfgang Puck Catering June 2009 - Present
Wachovia December 2004 - December 2009
Education
Roanoke College 1997 — 2001
BBA, Business Administration
Wolfgang Puck Catering June 2009 - Present
Wachovia December 2004 - December 2009
Education
Roanoke College 1997 — 2001
BBA, Business Administration
Jamie KuBrock, CRP's Wachovia Experience November 2008 - April 2009
Job Account Manager, Assistant Vice President at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage November 2014 - Present
Wells Fargo April 2009 - Present
Wachovia November 2008 - April 2009
Wachovia August 2003 - April 2009
Wachovia November 2000 - August 2003
Skills
Mortgage, Account Management, Real Estate, Customer Relations, Sales Management, Mortgage Lending, Selling, New Business Development, Sales, Customer Service, Team Building, Recruiting, Marketing, Banking, Salesforce.com, Business Development
Education
Radford University 1996 — 2000
BBA, Business Management
Radford University - College of Business and Economics 1996 — 2000
Business Management, Business, Information Systems
Wells Fargo Home Mortgage November 2014 - Present
Wells Fargo April 2009 - Present
Wachovia November 2008 - April 2009
Wachovia August 2003 - April 2009
Wachovia November 2000 - August 2003
Skills
Mortgage, Account Management, Real Estate, Customer Relations, Sales Management, Mortgage Lending, Selling, New Business Development, Sales, Customer Service, Team Building, Recruiting, Marketing, Banking, Salesforce.com, Business Development
Education
Radford University 1996 — 2000
BBA, Business Management
Radford University - College of Business and Economics 1996 — 2000
Business Management, Business, Information Systems
Lorin Young's Wachovia Experience January 2004 - Present
Job Bank Officer at Wachovia
Industry Banking
Experience
Wachovia January 2004 - Present
Education
Portland State University 1997 — 1999
Wachovia January 2004 - Present
Education
Portland State University 1997 — 1999
Tariq Scott Bokhari's Wachovia Experience 2003 - 2008
Job President, FIS Risk & Security Services, Inc.
Industry Banking
Experience
FIS - Fidelity Information Services January 2015 - Present
ChexSystems June 2014 - Present
Fidelity National Information Services July 2012 - January 2015
GE Capital June 2011 - July 2012
Wells Fargo 2008 - April 2011
Wachovia 2003 - 2008
CompCab Software, LLC 2003 - 2003
Heth Center 2001 - 2003
Skills
Marketing, Business Continuity, Disaster Recovery, Executive Reporting, Self Assessment
Education
Radford University 1998 — 2003
Bachelor of Business Administration, Information Systems
FIS - Fidelity Information Services January 2015 - Present
ChexSystems June 2014 - Present
Fidelity National Information Services July 2012 - January 2015
GE Capital June 2011 - July 2012
Wells Fargo 2008 - April 2011
Wachovia 2003 - 2008
CompCab Software, LLC 2003 - 2003
Heth Center 2001 - 2003
Skills
Marketing, Business Continuity, Disaster Recovery, Executive Reporting, Self Assessment
Education
Radford University 1998 — 2003
Bachelor of Business Administration, Information Systems
sharon nugent's Wachovia Experience January 2006 - April 2009
Job Implementation Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank April 2009 - Present
Wachovia January 2006 - April 2009
Compucredit 2005 - 2006
Coverdell 2004 - 2005
Coverdell 2002 - 2004
TruPoint Marketing 2001 - 2002
Assurant Solutions 1984 - 1997
Skills
Project Management, Segmentation, Telemarketing, Account Management, Online Advertising, Marketing Communications, Product Management, Financial Services, Strategic Planning, New Business Development, Business Strategy, Market Research, Process Improvement
Education
Radford University 1979 — 1983
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo Bank April 2009 - Present
Wachovia January 2006 - April 2009
Compucredit 2005 - 2006
Coverdell 2004 - 2005
Coverdell 2002 - 2004
TruPoint Marketing 2001 - 2002
Assurant Solutions 1984 - 1997
Skills
Project Management, Segmentation, Telemarketing, Account Management, Online Advertising, Marketing Communications, Product Management, Financial Services, Strategic Planning, New Business Development, Business Strategy, Market Research, Process Improvement
Education
Radford University 1979 — 1983
Bachelor of Science (BS), Business Administration and Management, General
Heather Honeycutt Bostic's Wachovia Experience July 2008 - May 2009
Job Wells Fargo, Corporate Risk
Industry Financial Services
Experience
Wells Fargo October 2012 - Present
Wells Fargo May 2011 - October 2012
Wachovia, A Wells Fargo Company May 2009 - May 2011
Wachovia July 2008 - May 2009
Wachovia Bank July 2006 - July 2008
Wachovia Bank September 2000 - July 2006
The Mills Corporation July 1999 - September 2000
Parks Consulting August 1997 - July 1999
Skills
Risk Management, PMO, Banking, Financial Services, Strategy, Vendor Management, Project Portfolio..., Governance, Process Improvement, Business Process, E-commerce, Relationship Management, SDLC, Program Management, Management Consulting, Change Management, Strategic Planning, Business Process..., Portfolio Management, Management, Mergers & Acquisitions, Cross-functional Team..., Project Management, Leadership, IT Strategy, Product Management, Internet Banking, Mergers, Resource Management
Education
Queens University of Charlotte 2000 — 2002
MA, Organizational Communication
Queens University of Charlotte 1993 — 1997
Bachelor of Arts (B.A.), Corporate Communications
Wells Fargo October 2012 - Present
Wells Fargo May 2011 - October 2012
Wachovia, A Wells Fargo Company May 2009 - May 2011
Wachovia July 2008 - May 2009
Wachovia Bank July 2006 - July 2008
Wachovia Bank September 2000 - July 2006
The Mills Corporation July 1999 - September 2000
Parks Consulting August 1997 - July 1999
Skills
Risk Management, PMO, Banking, Financial Services, Strategy, Vendor Management, Project Portfolio..., Governance, Process Improvement, Business Process, E-commerce, Relationship Management, SDLC, Program Management, Management Consulting, Change Management, Strategic Planning, Business Process..., Portfolio Management, Management, Mergers & Acquisitions, Cross-functional Team..., Project Management, Leadership, IT Strategy, Product Management, Internet Banking, Mergers, Resource Management
Education
Queens University of Charlotte 2000 — 2002
MA, Organizational Communication
Queens University of Charlotte 1993 — 1997
Bachelor of Arts (B.A.), Corporate Communications
Amy Prophet's Wachovia Experience Loan CloserGreenPoint Mortgage1993 - 2007
Job closer at Wachovia
Industry Banking
Experience
Wachovia Loan CloserGreenPoint Mortgage1993 - 2007
Education
Queens University of Charlotte
Wachovia Loan CloserGreenPoint Mortgage1993 - 2007
Education
Queens University of Charlotte
J.P. Cain's Wachovia Experience February 2005 - November 2007
Job Regional Financial Advice Sales Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2014 - Present
OneAmerica September 2013 - September 2014
Charles Schwab July 2010 - August 2013
McCready & Keene December 2008 - December 2009
RolloverSystems November 2007 - May 2008
Wachovia February 2005 - November 2007
Wachovia September 2001 - February 2005
Skills
Investments, Mutual Funds, Qualified Retirement..., Series 7, Wealth Management, Equity Trading, Technical Analysis, Options Trading, Portfolio Analysis, IRAs, Mutual Fund Analysis, ETF Analysis, Financial Services, Asset Allocation, Series 63, 401k, Financial Advisory, Financial Planning, Leadership, Retirement, Retirement Plan..., Portfolio Management, Options, Retirement Planning, Sales
Education
Purdue University
BS, Financial Counseling and Planning
Ameriprise Financial Services, Inc. October 2014 - Present
OneAmerica September 2013 - September 2014
Charles Schwab July 2010 - August 2013
McCready & Keene December 2008 - December 2009
RolloverSystems November 2007 - May 2008
Wachovia February 2005 - November 2007
Wachovia September 2001 - February 2005
Skills
Investments, Mutual Funds, Qualified Retirement..., Series 7, Wealth Management, Equity Trading, Technical Analysis, Options Trading, Portfolio Analysis, IRAs, Mutual Fund Analysis, ETF Analysis, Financial Services, Asset Allocation, Series 63, 401k, Financial Advisory, Financial Planning, Leadership, Retirement, Retirement Plan..., Portfolio Management, Options, Retirement Planning, Sales
Education
Purdue University
BS, Financial Counseling and Planning
shital desai's Wachovia Experience August 2006 - June 2008
Job Director, Compliance at SterlingCapital Management
Industry Banking
Experience
Sterling-Capital Management April 2012 - Present
Wachovia/Evergreen Investments 2004 - September 2009
Wachovia August 2006 - June 2008
Skills
Securities, Mutual Funds, Investments, Charles River IMS, Bloomberg, Asset Managment, Portfolio Management, Asset Allocation, Banking, Risk Management, Trading Systems
Education
Queens University of Charlotte
MBA, Business
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Bachelor of Science (BS), Business Administration and Management, General
Sterling-Capital Management April 2012 - Present
Wachovia/Evergreen Investments 2004 - September 2009
Wachovia August 2006 - June 2008
Skills
Securities, Mutual Funds, Investments, Charles River IMS, Bloomberg, Asset Managment, Portfolio Management, Asset Allocation, Banking, Risk Management, Trading Systems
Education
Queens University of Charlotte
MBA, Business
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Bachelor of Science (BS), Business Administration and Management, General
Ashley Bryant Fraley's Wachovia Experience April 2007 - September 2008
Job CLS Analyst at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company July 2009 - Present
Wachovia Securities September 2008 - July 2009
Wachovia April 2007 - September 2008
Advance Auto Parts November 2000 - April 2007
Hanover Direct June 2000 - November 2000
Skills
Recruiting, Event Management, Program Management, Process Improvement, Fundraising, Human Resources, Applicant Tracking...
Education
Radford University 1996 — 2000
BS, Communications, Human Resources
Wachovia, A Wells Fargo Company July 2009 - Present
Wachovia Securities September 2008 - July 2009
Wachovia April 2007 - September 2008
Advance Auto Parts November 2000 - April 2007
Hanover Direct June 2000 - November 2000
Skills
Recruiting, Event Management, Program Management, Process Improvement, Fundraising, Human Resources, Applicant Tracking...
Education
Radford University 1996 — 2000
BS, Communications, Human Resources
Grace Suchy's Wachovia Experience November 1995 - December 2006
Job Public Benefits Analyst at Hurley Elder Care Law
Industry Banking
Experience
Hurley Elder Care Law March 2014 - Present
JPMorgan Chase August 2007 - March 2014
Waste Connections, Inc. July 2011 - May 2012
TD Bank December 2006 - July 2007
Wachovia November 1995 - December 2006
Skills
Credit, Cold Calling, Microsoft Office, Networking, Sales Management, Customer Service, Insurance, Marketing, Business Development, Coaching, Real Estate, Needs Analysis, Materials Management, Dreamweaver, Retail Sales
Education
Reinhardt College 2008 — 2010
BA
Hurley Elder Care Law March 2014 - Present
JPMorgan Chase August 2007 - March 2014
Waste Connections, Inc. July 2011 - May 2012
TD Bank December 2006 - July 2007
Wachovia November 1995 - December 2006
Skills
Credit, Cold Calling, Microsoft Office, Networking, Sales Management, Customer Service, Insurance, Marketing, Business Development, Coaching, Real Estate, Needs Analysis, Materials Management, Dreamweaver, Retail Sales
Education
Reinhardt College 2008 — 2010
BA
Carol Rooney's Wachovia Experience March 1992 - January 1996
Job Enjoying Life at Retired
Industry Nonprofit Organization Management
Experience
Retired March 2012 - Present
United Church Homes & Services February 2011 - Present
Abernethy Laurels November 2008 - February 2011
Risk Free Leasing, Inc. June 2006 - November 2008
Crohn's & Colitis Foundation of America September 2003 - June 2006
EquiFirst Corporation March 1999 - October 1999
Wachovia March 1992 - January 1996
Skills
Fundraising, Event Management, Volunteer Management, Time Management, Strategic Planning, Budgets, Public Relations
Education
Robert Morris College 1964 — 1968
Retired March 2012 - Present
United Church Homes & Services February 2011 - Present
Abernethy Laurels November 2008 - February 2011
Risk Free Leasing, Inc. June 2006 - November 2008
Crohn's & Colitis Foundation of America September 2003 - June 2006
EquiFirst Corporation March 1999 - October 1999
Wachovia March 1992 - January 1996
Skills
Fundraising, Event Management, Volunteer Management, Time Management, Strategic Planning, Budgets, Public Relations
Education
Robert Morris College 1964 — 1968
David Shorter's Wachovia Experience 2000 - October 2008
Job Broker Associate at Keller Williams Real Estate
Industry Real Estate
Experience
Keller Williams Real Estate November 2011 - Present
Princeton Realty January 2011 - September 2013
Climatech Corporation December 2008 - October 2010
Wachovia 2000 - October 2008
World Savings 1996 - 2001
World Savings and Loan 1992 - 1996
Skills
Mortgage Lending, Mortgage Banking, Loans, Credit, Loan Origination, Underwriting, Investments, Real Estate, Banking, FHA, Sales Management, Asset Managment, Refinance, Investment Properties, Loss Mitigation, Residential Mortgages, Business Development, New Business Development, Sales, Appraisals, Project Management, Residential Homes, REO, Valuation, Investors, Short Sales, Real Estate Financing, Real Estate Transactions, Commercial Real Estate, Real Estate Economics, Brokerage, Real Property, Selling, Foreclosures, Real Estate Development, First Time Home Buyers, Disposition, Referrals, Sellers, Condos, Leases, Property, Single Family Homes, Property Management, Relocation, Luxury, Buyers, New Home Sales, Rentals, Listings
Education
University of California, Los Angeles - The Anderson School of Management 2000 — 2003
MBA
Pomona College 1987 — 1991
BA, Economics
Universidad de Sevilla 1990 — 1990
Keller Williams Real Estate November 2011 - Present
Princeton Realty January 2011 - September 2013
Climatech Corporation December 2008 - October 2010
Wachovia 2000 - October 2008
World Savings 1996 - 2001
World Savings and Loan 1992 - 1996
Skills
Mortgage Lending, Mortgage Banking, Loans, Credit, Loan Origination, Underwriting, Investments, Real Estate, Banking, FHA, Sales Management, Asset Managment, Refinance, Investment Properties, Loss Mitigation, Residential Mortgages, Business Development, New Business Development, Sales, Appraisals, Project Management, Residential Homes, REO, Valuation, Investors, Short Sales, Real Estate Financing, Real Estate Transactions, Commercial Real Estate, Real Estate Economics, Brokerage, Real Property, Selling, Foreclosures, Real Estate Development, First Time Home Buyers, Disposition, Referrals, Sellers, Condos, Leases, Property, Single Family Homes, Property Management, Relocation, Luxury, Buyers, New Home Sales, Rentals, Listings
Education
University of California, Los Angeles - The Anderson School of Management 2000 — 2003
MBA
Pomona College 1987 — 1991
BA, Economics
Universidad de Sevilla 1990 — 1990
Howard Insley's Wachovia Experience September 1995 - January 2007
Job Vice President at Ascensus
Industry Financial Services
Experience
Ascensus January 2007 - Present
Wachovia September 1995 - January 2007
T. Rowe Price March 1993 - September 1995
Skills
Mutual Funds, Retirement, Series 63, Securities, Wealth Management, Investments, Retirement Planning, FINRA, ERISA, 401k, 401k Rollovers, ETFs, Stable Value, Trading, Trust, Series 6, Series 26, Retirement Plan..., Relationship Management
Education
Wake Forest University - Babcock Graduate School of Management 1997 — 1999
M.B.A., Finance
Randolph-Macon College 1988 — 1992
B.A., Business & Economics
Ascensus January 2007 - Present
Wachovia September 1995 - January 2007
T. Rowe Price March 1993 - September 1995
Skills
Mutual Funds, Retirement, Series 63, Securities, Wealth Management, Investments, Retirement Planning, FINRA, ERISA, 401k, 401k Rollovers, ETFs, Stable Value, Trading, Trust, Series 6, Series 26, Retirement Plan..., Relationship Management
Education
Wake Forest University - Babcock Graduate School of Management 1997 — 1999
M.B.A., Finance
Randolph-Macon College 1988 — 1992
B.A., Business & Economics
Eric Calvert's Wachovia Experience 2008 - 2011
Job Seasoned Data Management Professional
Industry Information Technology and Services
Experience
Wells Capital Management August 2011 - Present
Wachovia 2008 - 2011
Evergreen Investments 2005 - 2007
C-bridge Internet Solutions 2000 - 2001
Education
Rensselaer Polytechnic Institute 1992 — 1996
Wells Capital Management August 2011 - Present
Wachovia 2008 - 2011
Evergreen Investments 2005 - 2007
C-bridge Internet Solutions 2000 - 2001
Education
Rensselaer Polytechnic Institute 1992 — 1996
Barbara Borger's Wachovia Experience January 2008 - Present
Job Project Coordinator at Wells Fargo
Industry Information Technology and Services
Experience
Wachovia January 2008 - Present
Wells Fargo June 1998 - Present
Wells Fargo March 1998 - Present
Wachovia, A Wells Fargo Company 1976 - Present
CoreStates Financial, First Union 1976 - Present
Wachovia Bank June 1986 - September 2009
CoreStates Financial Corporation June 1976 - September 2009
CoreStates 1986 - 1998
Skills
Networking, Analysis, Business Analysis, Business Requirements, Integration, Management
Education
Rider University 1970 — 1974
BA, Sociology
Wachovia January 2008 - Present
Wells Fargo June 1998 - Present
Wells Fargo March 1998 - Present
Wachovia, A Wells Fargo Company 1976 - Present
CoreStates Financial, First Union 1976 - Present
Wachovia Bank June 1986 - September 2009
CoreStates Financial Corporation June 1976 - September 2009
CoreStates 1986 - 1998
Skills
Networking, Analysis, Business Analysis, Business Requirements, Integration, Management
Education
Rider University 1970 — 1974
BA, Sociology
Christine Hayes's Wachovia Experience October 2005 - June 2006
Job Provident Bank
Industry Banking
Experience
The Provident Bank June 2009 - Present
Team Capital Bank 2009 - Present
Yardville National Bank (Acquired by PNC Bank) 2006 - 2009
Wachovia October 2005 - June 2006
BB&T February 1998 - September 2005
Skills
Branch Banking, Lines Of Credit, Banking, Loans, Underwriting, Consumer Lending, Credit, Commercial Lending, Refinance, Portfolio Management, Mortgage Lending, Commercial Banking, Credit Risk, Retail Banking, Credit Analysis, Loan Origination, Cross Selling
Education
Raritan Valley Community College 2006 — 2009
The Provident Bank June 2009 - Present
Team Capital Bank 2009 - Present
Yardville National Bank (Acquired by PNC Bank) 2006 - 2009
Wachovia October 2005 - June 2006
BB&T February 1998 - September 2005
Skills
Branch Banking, Lines Of Credit, Banking, Loans, Underwriting, Consumer Lending, Credit, Commercial Lending, Refinance, Portfolio Management, Mortgage Lending, Commercial Banking, Credit Risk, Retail Banking, Credit Analysis, Loan Origination, Cross Selling
Education
Raritan Valley Community College 2006 — 2009
Chris Mabry's Wachovia Experience July 1997 - December 2004
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Sydney Albert 2007 - 2009
Moody's Investors Service January 2005 - February 2008
Wachovia July 1997 - December 2004
Skills
English
Education
Virginia Polytechnic Institute and State University 1983 — 1987
Radford University 1981 — 1985
Sydney Albert 2007 - 2009
Moody's Investors Service January 2005 - February 2008
Wachovia July 1997 - December 2004
Skills
English
Education
Virginia Polytechnic Institute and State University 1983 — 1987
Radford University 1981 — 1985
Pamela Rooney's Wachovia Experience December 2007 - January 2009
Job SVP at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2011 - Present
Wachovia, A Wells Fargo Company February 2009 - December 2011
Wachovia December 2007 - January 2009
Wachovia Bank January 2005 - December 2007
Bank of America January 1983 - October 2003
Skills
Risk Management, Strategic Planning, Banking, Portfolio Management, Product Management, Financial Risk, Six Sigma, Product Development, Business Process..., Operational Risk, Financial Services, Contract Negotiation, Mergers & Acquisitions, Business Analysis, Finance, Cross-functional Team..., Leadership, P&L Management, Management, Credit Risk, Vendor Management, Product Marketing, Operational Risk..., Strategy, Credit, Business Strategy, Process Improvement, Mortgage Lending, Relationship Management, Loans, Operations Management, Business Development, Payments, Program Management, Retail Banking, Commercial Lending, Commercial Banking, Mortgage Banking, Enterprise Software, Executive Management
Education
Queens University of Charlotte 1993 — 1999
EMBA/BS, Business
Memorial
Wells Fargo January 2011 - Present
Wachovia, A Wells Fargo Company February 2009 - December 2011
Wachovia December 2007 - January 2009
Wachovia Bank January 2005 - December 2007
Bank of America January 1983 - October 2003
Skills
Risk Management, Strategic Planning, Banking, Portfolio Management, Product Management, Financial Risk, Six Sigma, Product Development, Business Process..., Operational Risk, Financial Services, Contract Negotiation, Mergers & Acquisitions, Business Analysis, Finance, Cross-functional Team..., Leadership, P&L Management, Management, Credit Risk, Vendor Management, Product Marketing, Operational Risk..., Strategy, Credit, Business Strategy, Process Improvement, Mortgage Lending, Relationship Management, Loans, Operations Management, Business Development, Payments, Program Management, Retail Banking, Commercial Lending, Commercial Banking, Mortgage Banking, Enterprise Software, Executive Management
Education
Queens University of Charlotte 1993 — 1999
EMBA/BS, Business
Memorial
Neal Noland's Wachovia Experience October 2007 - October 2008
Job Operational Risk at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2014 - Present
Bank of America November 2010 - April 2014
Bank of America October 2008 - October 2010
Wachovia October 2007 - October 2008
Skills
Risk Management, Banking, Financial Analysis, AML, Fixed Income, Operational Risk..., Data Analysis, Portfolio Management, Operational Risk, Equities
Education
McColl School of Business, Queens University 2012 — 2014
Master of Business Administration (MBA), Finance
Roanoke College 2003 — 2007
Wells Fargo Securities May 2014 - Present
Bank of America November 2010 - April 2014
Bank of America October 2008 - October 2010
Wachovia October 2007 - October 2008
Skills
Risk Management, Banking, Financial Analysis, AML, Fixed Income, Operational Risk..., Data Analysis, Portfolio Management, Operational Risk, Equities
Education
McColl School of Business, Queens University 2012 — 2014
Master of Business Administration (MBA), Finance
Roanoke College 2003 — 2007
Erin (Walsch) Noland's Wachovia Experience May 2008 - April 2009
Job Business Consultant at Salesforce Marketing Cloud
Industry Marketing and Advertising
Experience
Salesforce May 2015 - Present
Blue Leaf October 2012 - May 2015
TD July 2013 - February 2015
Infosys March 2012 - July 2013
Ally Financial Inc. September 2010 - March 2012
Red Ventures May 2009 - September 2010
Wachovia May 2008 - April 2009
Wachovia Securities August 2007 - April 2008
Robertson Marketing January 2007 - May 2007
Skills
E-commerce SEO, Website Development, Sales Management, Social Media Marketing, Team Leadership, Social Media, SEO, Marketing, Marketing Strategy, Web Analytics, Direct Marketing, Strategy, SEM, Content Strategy, Advertising, Creative Direction, E-commerce, Management, Online Marketing, Program Management, Lead Generation, Analytics
Education
Roanoke College 2003 — 2007
Business Administration, Marketing, Studio Art
Salesforce May 2015 - Present
Blue Leaf October 2012 - May 2015
TD July 2013 - February 2015
Infosys March 2012 - July 2013
Ally Financial Inc. September 2010 - March 2012
Red Ventures May 2009 - September 2010
Wachovia May 2008 - April 2009
Wachovia Securities August 2007 - April 2008
Robertson Marketing January 2007 - May 2007
Skills
E-commerce SEO, Website Development, Sales Management, Social Media Marketing, Team Leadership, Social Media, SEO, Marketing, Marketing Strategy, Web Analytics, Direct Marketing, Strategy, SEM, Content Strategy, Advertising, Creative Direction, E-commerce, Management, Online Marketing, Program Management, Lead Generation, Analytics
Education
Roanoke College 2003 — 2007
Business Administration, Marketing, Studio Art
Annette Goode's Wachovia Experience 2003 - 2010
Job Mortgage Business/Systems Professional
Industry Banking
Experience
Capital One Home Loans August 2011 - Present
Capital One 2010 - August 2011
Wachovia 2003 - 2010
Bank of America 1992 - 2002
Skills
Mortgage Lending, Process Improvement, Credit Risk, Financial Services, Banking, Mortgage Banking, Risk Management, Agile Methodologies, SDLC, Loans, Credit, Quality Assurance, Management, Program Management, Loan Origination, Retail Banking, Vendor Management, Business Analysis, Project Management, Change Management, Business Process..., Software Documentation, Leadership
Education
Queens University of Charlotte
Capital One Home Loans August 2011 - Present
Capital One 2010 - August 2011
Wachovia 2003 - 2010
Bank of America 1992 - 2002
Skills
Mortgage Lending, Process Improvement, Credit Risk, Financial Services, Banking, Mortgage Banking, Risk Management, Agile Methodologies, SDLC, Loans, Credit, Quality Assurance, Management, Program Management, Loan Origination, Retail Banking, Vendor Management, Business Analysis, Project Management, Change Management, Business Process..., Software Documentation, Leadership
Education
Queens University of Charlotte
Mark Ilardi's Wachovia Experience Vice President SalesWells Fargo BankFebruary 2010 - Present
Job Vice President Sales at Wells Fargo Bank
Industry Banking
Experience
wachovia Vice President SalesWells Fargo BankFebruary 2010 - Present
Wachovia, A Wells Fargo Company 1994 - Present
smstc 1994 - 2005
Skills
Leadership, Management, Investments, Banking, B2B, Sales Management, Sales Operations, Sales, Time Management, Executive Management, Loans, Mortgage Lending, Credit, Small Business Lending, Credit Analysis, Relationship Management
Education
Rider University 1988 — 1992
wachovia Vice President SalesWells Fargo BankFebruary 2010 - Present
Wachovia, A Wells Fargo Company 1994 - Present
smstc 1994 - 2005
Skills
Leadership, Management, Investments, Banking, B2B, Sales Management, Sales Operations, Sales, Time Management, Executive Management, Loans, Mortgage Lending, Credit, Small Business Lending, Credit Analysis, Relationship Management
Education
Rider University 1988 — 1992
Jay McLendon's Wachovia Experience December 1997 - January 2015
Job Lead Technical Design Architect
Industry Telecommunications
Experience
British Telecom January 2015 - Present
Wells Fargo April 2011 - January 2015
Wachovia December 1997 - January 2015
Wells Fargo Bank December 1997 - January 2015
Wells Fargo December 1997 - January 2015
Wachovia, A Wells Fargo Company 1997 - January 2015
Wachovia Bank 1997 - 2008
US Air Force July 1987 - July 1991
Skills
Cisco Technologies, Network Engineering, Routing, Network Design, VoIP, TCP/IP, Networking, BGP, OSPF, Cisco IOS, Data Center, LAN-WAN, Routers, Troubleshooting, Subnetting, Switches, MPLS, IP, System Deployment, Ethernet, Telecommunications, Integration, QoS, Network Architecture, CME, WAN, Visio, Cisco Call Manager, Frame Relay, HSRP, Firewalls, CCNP, CCNA, Network Administration, ITIL, System Administration, EIGRP, Telephony, Unified Communications, Avaya, Access Lists, Cisco, ACL, LAN/WAN, Sonus Networks, Alcatel Lucent IMS, Broadsoft, Oracle SBC, VMware
Education
Radford University 1994 — 1996
B.S, Criminal Justice
Sonus Networks Westford Ma
British Telecom January 2015 - Present
Wells Fargo April 2011 - January 2015
Wachovia December 1997 - January 2015
Wells Fargo Bank December 1997 - January 2015
Wells Fargo December 1997 - January 2015
Wachovia, A Wells Fargo Company 1997 - January 2015
Wachovia Bank 1997 - 2008
US Air Force July 1987 - July 1991
Skills
Cisco Technologies, Network Engineering, Routing, Network Design, VoIP, TCP/IP, Networking, BGP, OSPF, Cisco IOS, Data Center, LAN-WAN, Routers, Troubleshooting, Subnetting, Switches, MPLS, IP, System Deployment, Ethernet, Telecommunications, Integration, QoS, Network Architecture, CME, WAN, Visio, Cisco Call Manager, Frame Relay, HSRP, Firewalls, CCNP, CCNA, Network Administration, ITIL, System Administration, EIGRP, Telephony, Unified Communications, Avaya, Access Lists, Cisco, ACL, LAN/WAN, Sonus Networks, Alcatel Lucent IMS, Broadsoft, Oracle SBC, VMware
Education
Radford University 1994 — 1996
B.S, Criminal Justice
Sonus Networks Westford Ma
Vijay Bhawnani's Wachovia Experience 1996 - 1999
Job SVP/Risk Policy Director at Citi
Industry Financial Services
Experience
Citi November 2011 - Present
Fifth Third Bank March 2010 - November 2011
Bank of America August 2001 - March 2010
Bank of America 2001 - 2005
HSBC 1999 - 2001
Wachovia 1996 - 1999
Skills
Credit, Portfolio Management, Analytics, SAS, Credit Cards, Data Mining, Statistical Modeling, Risk, Risk Management, Banking, Consumer Lending, Retail Banking, Risk Analysis, Credit Analysis, Credit Scoring, Credit Risk, Mortgage, Statistics, Data Analysis, Executive Management, Risk Analytics, Customer Analytics, Financial Risk, Mortgage Lending
Education
Purdue University - Krannert School of Management 1990 — 1995
Doctor of Philosophy (Ph.D.), Economics
St. Xavier's College 1984 — 1989
B.Sc, Economics (Major), Stats, Maths
Citi November 2011 - Present
Fifth Third Bank March 2010 - November 2011
Bank of America August 2001 - March 2010
Bank of America 2001 - 2005
HSBC 1999 - 2001
Wachovia 1996 - 1999
Skills
Credit, Portfolio Management, Analytics, SAS, Credit Cards, Data Mining, Statistical Modeling, Risk, Risk Management, Banking, Consumer Lending, Retail Banking, Risk Analysis, Credit Analysis, Credit Scoring, Credit Risk, Mortgage, Statistics, Data Analysis, Executive Management, Risk Analytics, Customer Analytics, Financial Risk, Mortgage Lending
Education
Purdue University - Krannert School of Management 1990 — 1995
Doctor of Philosophy (Ph.D.), Economics
St. Xavier's College 1984 — 1989
B.Sc, Economics (Major), Stats, Maths
Robin Wulff, MBA's Wachovia Experience May 2006 - August 2007
Job Residential Realtor at Long and Foster Real Estate
Industry Real Estate
Experience
Long and Foster Real Estate November 2014 - Present
ABP Insurance Agency September 2009 - Present
Nelson Realty Group LLC April 2013 - November 2014
LTC Financial Partners September 2011 - April 2012
Northwestern Mutual September 2008 - October 2009
Wachovia May 2006 - August 2007
Wilmington Trust April 2000 - May 2006
Wilmington Trust April 1996 - March 2000
Republic of Singapore Navy 1979 - 1983
Skills
Insurance, Investments, Life Insurance, Fixed Annuities, Portfolio Management, Disability Insurance, Term Life Insurance, Leadership, Long Term Care Insurance, Asset Allocation, Series 6, Management, Finance, Retirement Planning, Wealth Management, Estate Planning, Asset Management, Risk Management, Securities, Retirement, Series 7, Property & Casualty..., Series 63, Sales, Mutual Funds, Wealth, IRAs, 401k, Investment Management, DC, VA, Financial Services, Real Estate, First Time Home Buyers, Residential Homes, Single Family Homes, Townhomes, Condos, Rentals
Education
ABA - Institute of Certified Bankers 2002 — 2004
CTFA, Trust & Investments
Portland State University - School of Business 1986 — 1988
MBA, Finance
Washington State University - College of Business and Economics 1983 — 1986
BA, Hotel Restaurant Management
Anglo Chinese School 1971 — 1976
GCE A Levels
Long and Foster Real Estate November 2014 - Present
ABP Insurance Agency September 2009 - Present
Nelson Realty Group LLC April 2013 - November 2014
LTC Financial Partners September 2011 - April 2012
Northwestern Mutual September 2008 - October 2009
Wachovia May 2006 - August 2007
Wilmington Trust April 2000 - May 2006
Wilmington Trust April 1996 - March 2000
Republic of Singapore Navy 1979 - 1983
Skills
Insurance, Investments, Life Insurance, Fixed Annuities, Portfolio Management, Disability Insurance, Term Life Insurance, Leadership, Long Term Care Insurance, Asset Allocation, Series 6, Management, Finance, Retirement Planning, Wealth Management, Estate Planning, Asset Management, Risk Management, Securities, Retirement, Series 7, Property & Casualty..., Series 63, Sales, Mutual Funds, Wealth, IRAs, 401k, Investment Management, DC, VA, Financial Services, Real Estate, First Time Home Buyers, Residential Homes, Single Family Homes, Townhomes, Condos, Rentals
Education
ABA - Institute of Certified Bankers 2002 — 2004
CTFA, Trust & Investments
Portland State University - School of Business 1986 — 1988
MBA, Finance
Washington State University - College of Business and Economics 1983 — 1986
BA, Hotel Restaurant Management
Anglo Chinese School 1971 — 1976
GCE A Levels
Danette Rudolph's Wachovia Experience 2006 - 2009
Job Mortgage Consultant
Industry Financial Services
Experience
Wachovia Mortgage FSB Retail Sales SupervisorWells Fargo Home MortgageMarch 2009 - Present
Wells Fargo 2009 - Present
Wachovia 2006 - 2009
Wachovia Bank 2006 - 2009
Chase Home Finance May 2004 - March 2006
Bankers Financial Mortgage Group August 2002 - May 2004
Education
Richland Community College 1993 — 1995
Real Estate
University of North Texas 1981 — 1983
Psychology
Wachovia Mortgage FSB Retail Sales SupervisorWells Fargo Home MortgageMarch 2009 - Present
Wells Fargo 2009 - Present
Wachovia 2006 - 2009
Wachovia Bank 2006 - 2009
Chase Home Finance May 2004 - March 2006
Bankers Financial Mortgage Group August 2002 - May 2004
Education
Richland Community College 1993 — 1995
Real Estate
University of North Texas 1981 — 1983
Psychology
Dennis Carwile, PMP's Wachovia Experience January 2001 - January 2006
Job Senior Project Manager at Bank of America
Industry Financial Services
Experience
Bank of America February 2010 - Present
Bank of America Investments August 2009 - February 2010
Bank of America December 2008 - July 2009
Bank of America January 2008 - December 2008
Wachovia Bank January 2006 - December 2007
Wachovia, A Wells Fargo Company 2006 - 2007
Wachovia, A Wells Fargo Company 2006 - 2007
Wachovia/Wells Fargo 1994 - 2007
Wachovia January 2001 - January 2006
First Union 2001 - 2005
Skills
Banking, Project Management, Management, Integration, Software Documentation, Project Planning, Project Portfolio..., Change Management, Strategic Planning, Budgets, Cross-functional Team..., Financial Analysis, Access, Governance, Mergers & Acquisitions, Sales, Six Sigma, Business Requirements, E-commerce, Vendor Management, Credit, Risk Management, Program Management, Process Improvement, Business Intelligence, Leadership, Analysis
Education
Radford University 1992 — 1994
MBA, Management
Radford University - College of Business and Economics 1988 — 1992
BBA, Accounting
Bank of America February 2010 - Present
Bank of America Investments August 2009 - February 2010
Bank of America December 2008 - July 2009
Bank of America January 2008 - December 2008
Wachovia Bank January 2006 - December 2007
Wachovia, A Wells Fargo Company 2006 - 2007
Wachovia, A Wells Fargo Company 2006 - 2007
Wachovia/Wells Fargo 1994 - 2007
Wachovia January 2001 - January 2006
First Union 2001 - 2005
Skills
Banking, Project Management, Management, Integration, Software Documentation, Project Planning, Project Portfolio..., Change Management, Strategic Planning, Budgets, Cross-functional Team..., Financial Analysis, Access, Governance, Mergers & Acquisitions, Sales, Six Sigma, Business Requirements, E-commerce, Vendor Management, Credit, Risk Management, Program Management, Process Improvement, Business Intelligence, Leadership, Analysis
Education
Radford University 1992 — 1994
MBA, Management
Radford University - College of Business and Economics 1988 — 1992
BBA, Accounting
Gloria Guilford's Wachovia Experience July 2002 - Present
Job Assistant Vice President at WB
Industry Financial Services
Experience
Wachovia Securities 2004 - Present
Wachovia July 2002 - Present
D&B / Hoovers 1998 - 2001
Education
Rice University
Wachovia Securities 2004 - Present
Wachovia July 2002 - Present
D&B / Hoovers 1998 - 2001
Education
Rice University
Pat Turnbull's Wachovia Experience 1997 - 1999
Job at
Industry Hospitality
Experience
Old Edwards Hospitality June 2015 - Present
Old Edwards Inn and Spa March 2014 - Present
The Bascom March 2013 - Present
Wachovia Wells Fargo May 2011 - March 2013
Community Association Management May 2010 - June 2011
Bank of America September 2009 - May 2010
Home Savings of America October 2008 - September 2009
Homecomings Financial June 2000 - August 2008
Wachovia 1997 - 1999
Wachovia Mortgage 1997 - 1999
Skills
Leadership, Sales, Management, Mortgage Banking, Mortgage Lending, Loans, Advertising, Underwriting, New Business Development, FHA, CRM, Business Development, Account Management, Marketing
Education
Queens University of Charlotte 1997 — 2003
BA, ORGANIZATIONAL COMMUNICATIONS
Old Edwards Hospitality June 2015 - Present
Old Edwards Inn and Spa March 2014 - Present
The Bascom March 2013 - Present
Wachovia Wells Fargo May 2011 - March 2013
Community Association Management May 2010 - June 2011
Bank of America September 2009 - May 2010
Home Savings of America October 2008 - September 2009
Homecomings Financial June 2000 - August 2008
Wachovia 1997 - 1999
Wachovia Mortgage 1997 - 1999
Skills
Leadership, Sales, Management, Mortgage Banking, Mortgage Lending, Loans, Advertising, Underwriting, New Business Development, FHA, CRM, Business Development, Account Management, Marketing
Education
Queens University of Charlotte 1997 — 2003
BA, ORGANIZATIONAL COMMUNICATIONS
Ralph Pallante's Wachovia Experience March 2006 - September 2009
Job Vice President at Wells Fargo Institutional Retirement
Industry Financial Services
Experience
Wells Fargo September 2009 - Present
Wachovia March 2006 - September 2009
Fidelity Investments 1996 - 2006
Evergreen/Keystone Investments April 1994 - October 1996
Skills
P&L Management, Competitive Analysis, Strategic Planning, Marketing Strategy, Sales Campaigns, Product Development, Retirement, Product Management, Cross-functional Team..., Business Strategy, Marketing Management, Management, Business Development
Education
Purdue University
BA
Wells Fargo September 2009 - Present
Wachovia March 2006 - September 2009
Fidelity Investments 1996 - 2006
Evergreen/Keystone Investments April 1994 - October 1996
Skills
P&L Management, Competitive Analysis, Strategic Planning, Marketing Strategy, Sales Campaigns, Product Development, Retirement, Product Management, Cross-functional Team..., Business Strategy, Marketing Management, Management, Business Development
Education
Purdue University
BA
HB Dewberry, PMP's Wachovia Experience 1993 - 2001
Job Project Manager at First Citizens Bank
Industry Information Technology and Services
Experience
First Citizens Bank February 2014 - Present
Hitachi Consulting June 2011 - February 2014
RBC Bank 2010 - 2011
Stratapult 2009 - 2010
The South Financial Group October 2005 - May 2009
Bank of America 2004 - 2005
AEGON 2003 - 2004
PFPC 2002 - 2003
Wachovia 1993 - 2001
Education
Rider University
First Citizens Bank February 2014 - Present
Hitachi Consulting June 2011 - February 2014
RBC Bank 2010 - 2011
Stratapult 2009 - 2010
The South Financial Group October 2005 - May 2009
Bank of America 2004 - 2005
AEGON 2003 - 2004
PFPC 2002 - 2003
Wachovia 1993 - 2001
Education
Rider University
Valarie Udeh's Wachovia Experience April 2006 - December 2008
Job Director of Communications at BAE Systems
Industry Defense & Space
Experience
BAE Systems April 2013 - Present
Delhaize America April 2010 - April 2013
Lion's Echo Communications January 2009 - April 2010
Wachovia April 2006 - December 2008
Wachovia 2003 - 2006
Skills
Marketing Communications, Marketing Strategy, Corporate Communications, Internal Communications, Strategic Communications, Strategy, Public Relations, Marketing, Business Strategy, Change Management, Leadership, Brand Management, Integrated Marketing, Media Relations, Segmentation
Education
McColl School of Business, Queens University 2013 — 2013
Executive Coaching Certificate, Professional Development
Queens University of Charlotte 2009 — 2013
Master of Arts (M.A.), Organizational and Strategic Communication
University of South Carolina-Columbia 1978 — 1982
BA, College of Mass Communications - Public Relations
BAE Systems April 2013 - Present
Delhaize America April 2010 - April 2013
Lion's Echo Communications January 2009 - April 2010
Wachovia April 2006 - December 2008
Wachovia 2003 - 2006
Skills
Marketing Communications, Marketing Strategy, Corporate Communications, Internal Communications, Strategic Communications, Strategy, Public Relations, Marketing, Business Strategy, Change Management, Leadership, Brand Management, Integrated Marketing, Media Relations, Segmentation
Education
McColl School of Business, Queens University 2013 — 2013
Executive Coaching Certificate, Professional Development
Queens University of Charlotte 2009 — 2013
Master of Arts (M.A.), Organizational and Strategic Communication
University of South Carolina-Columbia 1978 — 1982
BA, College of Mass Communications - Public Relations
Kenza Wingate's Wachovia Experience July 2005 - June 2009
Job Communications Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2013 - Present
Wells Fargo January 2012 - January 2013
Wells Fargo August 2009 - January 2012
Wachovia July 2005 - June 2009
Skills
SharePoint, Financial Services, Program Management, Process Improvement, Relationship Management
Education
Queens University of Charlotte
MA, Organizational Communications
Wingate University
BA, Organizational Communications
Wells Fargo March 2013 - Present
Wells Fargo January 2012 - January 2013
Wells Fargo August 2009 - January 2012
Wachovia July 2005 - June 2009
Skills
SharePoint, Financial Services, Program Management, Process Improvement, Relationship Management
Education
Queens University of Charlotte
MA, Organizational Communications
Wingate University
BA, Organizational Communications
Huanita Sullivan's Wachovia Experience 2001 - November 2006
Job Senior Home Equity Underwriter
Industry Banking
Experience
Wells Fargo November 2006 - Present
Wachovia 2001 - November 2006
Education
Queens University of Charlotte
BA, Organizational Communication
Wells Fargo November 2006 - Present
Wachovia 2001 - November 2006
Education
Queens University of Charlotte
BA, Organizational Communication
Larissa Darcy's Wachovia Experience 2003 - 2008
Job Vice President at Bar Harbor Bank & Trust
Industry Banking
Experience
Bar Harbor Bank & Trust June 2011 - Present
Brunswick Development Corporation 2010 - Present
United Way of Mid Coast Maine 2008 - February 2015
The Bank of Maine 2008 - 2015
Wachovia 2003 - 2008
SunTrust 2002 - 2003
Huntington National Bank 1997 - 2002
Citibank/Atlantic Bank 1993 - 1997
Citibank 1991 - 1993
CHR Realty 1989 - 1990
Skills
Credit, Banking, Loans, Mortgage Lending, Leadership, Portfolio Management, Management, Risk Management, Commercial Lending, Business Development, Retail Banking, Investments, Business Planning, Consumer Lending, Sales, Strategic Planning
Education
Regis College 1985 — 1989
Bachelor of Arts, Psychology, Legal Studies
University of Southern Maine 1988 — 1988
Real Estate License, Real Estate
Brunswick High School 1981 — 1985
Diploma, College Prep
Bar Harbor Bank & Trust June 2011 - Present
Brunswick Development Corporation 2010 - Present
United Way of Mid Coast Maine 2008 - February 2015
The Bank of Maine 2008 - 2015
Wachovia 2003 - 2008
SunTrust 2002 - 2003
Huntington National Bank 1997 - 2002
Citibank/Atlantic Bank 1993 - 1997
Citibank 1991 - 1993
CHR Realty 1989 - 1990
Skills
Credit, Banking, Loans, Mortgage Lending, Leadership, Portfolio Management, Management, Risk Management, Commercial Lending, Business Development, Retail Banking, Investments, Business Planning, Consumer Lending, Sales, Strategic Planning
Education
Regis College 1985 — 1989
Bachelor of Arts, Psychology, Legal Studies
University of Southern Maine 1988 — 1988
Real Estate License, Real Estate
Brunswick High School 1981 — 1985
Diploma, College Prep
Carol Hoover's Wachovia Experience January 2001 - March 2008
Job SVP Private Banking Strategic Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2008 - Present
Wells Fargo January 2009 - January 2011
Wachovia January 2001 - March 2008
Skills
Banking, Project Management, Process Management, Credit, Wealth Management, Leadership, Management, Budgets, Private Banking, Risk Management, Financial Analysis, Commercial Banking, Finance
Education
Purdue University
BS, Economics and Finance
Wells Fargo April 2008 - Present
Wells Fargo January 2009 - January 2011
Wachovia January 2001 - March 2008
Skills
Banking, Project Management, Process Management, Credit, Wealth Management, Leadership, Management, Budgets, Private Banking, Risk Management, Financial Analysis, Commercial Banking, Finance
Education
Purdue University
BS, Economics and Finance
Allison Buckner's Wachovia Experience March 2007 - September 2008
Job Registered Nurse at Carolinas Healthcare System
Industry Investment Banking
Experience
Carolinas Healthcare System February 2012 - Present
Wachovia March 2007 - September 2008
Wachovia 2007 - 2008
Skills
Banking, Financial Analysis, Investment Banking, Strategic Financial..., Retail Banking, Forecasting, Financial Reporting, Analysis, Budgets, Process Improvement
Education
Queens University of Charlotte 2005 — 2007
MBA, Finance
The Ohio State University 1996 — 2000
BS, Business Administration
Carolinas Healthcare System February 2012 - Present
Wachovia March 2007 - September 2008
Wachovia 2007 - 2008
Skills
Banking, Financial Analysis, Investment Banking, Strategic Financial..., Retail Banking, Forecasting, Financial Reporting, Analysis, Budgets, Process Improvement
Education
Queens University of Charlotte 2005 — 2007
MBA, Finance
The Ohio State University 1996 — 2000
BS, Business Administration
Marty Froelick's Wachovia Experience August 1993 - Present
Job Director at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wells Fargo 2004 - Present
Wachovia August 1993 - Present
Wachovia, A Wells Fargo Company August 1993 - Present
Education
Rice University
MBA, Finance
Wells Fargo 2004 - Present
Wachovia August 1993 - Present
Wachovia, A Wells Fargo Company August 1993 - Present
Education
Rice University
MBA, Finance
Melissa Mleczko's Wachovia Experience 2005 - 2008
Job Loan Processor
Industry Banking
Experience
Wachovia 2005 - 2008
Wachovia Bank 2005 - 2008
Education
Providence College 1999 — 2003
Business Management
Wachovia 2005 - 2008
Wachovia Bank 2005 - 2008
Education
Providence College 1999 — 2003
Business Management
Lou Bonaiuto's Wachovia Experience January 2008 - September 2008
Job Retired
Industry Human Resources
Experience
Retired October 2013 - Present
Brookbury Consulting, LLC September 2008 - October 2013
Wachovia January 2008 - September 2008
Wachovia November 2005 - December 2007
Wachovia January 2001 - November 2005
Wachovia January 1997 - December 2000
Centerbank December 1990 - December 1996
United States Army Reserve June 1970 - June 1996
Shawmut Bank August 1980 - December 1990
The Connecticut Bank and Trust Company August 1977 - August 1980
Skills
Project Management, Business Process..., Acquisition Integration, Mergers, Human Resource..., Insourcing, Consulting, Management, Change Management, Program Management, Leadership, Performance Management, Management Consulting, Strategic Planning, Outsourcing, Business Process, Strategy, Employee Engagement, Human Resources, Mergers & Acquisitions, Instructional Design, E-Learning, Talent Management, Training, Process Improvement, Organizational..., Organizational..., Performance Improvement, Integration, Executive Management
Education
Rensselaer Polytechnic Institute at Hartford 1985 — 1986
MS, Management
University of Hartford 1975 — 1978
MS, Organizational Behavior
University of Connecticut 1966 — 1970
BA, Political Science
Retired October 2013 - Present
Brookbury Consulting, LLC September 2008 - October 2013
Wachovia January 2008 - September 2008
Wachovia November 2005 - December 2007
Wachovia January 2001 - November 2005
Wachovia January 1997 - December 2000
Centerbank December 1990 - December 1996
United States Army Reserve June 1970 - June 1996
Shawmut Bank August 1980 - December 1990
The Connecticut Bank and Trust Company August 1977 - August 1980
Skills
Project Management, Business Process..., Acquisition Integration, Mergers, Human Resource..., Insourcing, Consulting, Management, Change Management, Program Management, Leadership, Performance Management, Management Consulting, Strategic Planning, Outsourcing, Business Process, Strategy, Employee Engagement, Human Resources, Mergers & Acquisitions, Instructional Design, E-Learning, Talent Management, Training, Process Improvement, Organizational..., Organizational..., Performance Improvement, Integration, Executive Management
Education
Rensselaer Polytechnic Institute at Hartford 1985 — 1986
MS, Management
University of Hartford 1975 — 1978
MS, Organizational Behavior
University of Connecticut 1966 — 1970
BA, Political Science
Stacy Lambert's Wachovia Experience 2005 - Present
Job Business Systems Consultant at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo February 2005 - Present
Wachovia 2005 - Present
Skills
SDLC, Business Analysis, Business Process..., Access, Management, Requirements Analysis, Vendor Management, Requirements Gathering
Education
Roanoke College 1989 — 1993
BA, Sociology and Criminal Justice
Wells Fargo February 2005 - Present
Wachovia 2005 - Present
Skills
SDLC, Business Analysis, Business Process..., Access, Management, Requirements Analysis, Vendor Management, Requirements Gathering
Education
Roanoke College 1989 — 1993
BA, Sociology and Criminal Justice
John Ransom's Wachovia Experience April 1986 - June 1996
Job Managing Director at Raymond James
Industry Financial Services
Experience
Raymond James June 1996 - Present
Wachovia April 1986 - June 1996
Education
University of Georgia - Terry College of Business 1983 — 1984
MBA, Risk Management
Presbyterian College 1979 — 1984
BA, English, History, Business
Raymond James June 1996 - Present
Wachovia April 1986 - June 1996
Education
University of Georgia - Terry College of Business 1983 — 1984
MBA, Risk Management
Presbyterian College 1979 — 1984
BA, English, History, Business
Sean Doyel's Wachovia Experience April 2000 - July 2006
Job Assistant Vice President/ Branch Manager
Industry Banking
Experience
While You're Away LLC January 2015 - Present
SunTrust Bank August 2013 - January 2015
TD August 2012 - August 2013
Community Bank & Company September 2011 - August 2012
Aegis Insurance Group December 2010 - September 2011
Bank United July 2007 - October 2008
Synovus Bank July 2006 - July 2007
Wachovia April 2000 - July 2006
Skills
Small Business Lending, Commercial Lending, Consumer Lending, Commercial Banking, Loans, Banking, Credit, Cross Selling, Lines Of Credit, Retail Banking, Mortgage Lending, Loan Origination, Deposits, Underwriting, Credit Analysis, Management, Commercial Mortgages, Credit Risk, Portfolio Management, Cash Management, Sales, Financial Analysis, Customer Service
Education
Post University 1997 — 1999
BS, Marketing
While You're Away LLC January 2015 - Present
SunTrust Bank August 2013 - January 2015
TD August 2012 - August 2013
Community Bank & Company September 2011 - August 2012
Aegis Insurance Group December 2010 - September 2011
Bank United July 2007 - October 2008
Synovus Bank July 2006 - July 2007
Wachovia April 2000 - July 2006
Skills
Small Business Lending, Commercial Lending, Consumer Lending, Commercial Banking, Loans, Banking, Credit, Cross Selling, Lines Of Credit, Retail Banking, Mortgage Lending, Loan Origination, Deposits, Underwriting, Credit Analysis, Management, Commercial Mortgages, Credit Risk, Portfolio Management, Cash Management, Sales, Financial Analysis, Customer Service
Education
Post University 1997 — 1999
BS, Marketing
Jennifer Grennan's Wachovia Experience June 2004 - February 2009
Job Dealer Financial Services Controller at Ally Financial Inc.
Industry Financial Services
Experience
Ally Financial Inc. December 2012 - Present
Ally Financial Inc. December 2011 - December 2012
Ally Financial Inc. February 2009 - December 2011
Wachovia June 2004 - February 2009
Wachovia January 1997 - June 2004
Wachovia May 1993 - December 1996
Skills
Internal Controls, Acquisition Integration, Banking Law, Consolidated Financial..., Financial Analysis, Financial Reporting, Operational Risk..., Financial Risk, Banking, Enterprise Risk..., Accounting, Risk Management
Education
Queens University of Charlotte 1989 — 1993
Bachelors, Accounting and Business Administration
Ally Financial Inc. December 2012 - Present
Ally Financial Inc. December 2011 - December 2012
Ally Financial Inc. February 2009 - December 2011
Wachovia June 2004 - February 2009
Wachovia January 1997 - June 2004
Wachovia May 1993 - December 1996
Skills
Internal Controls, Acquisition Integration, Banking Law, Consolidated Financial..., Financial Analysis, Financial Reporting, Operational Risk..., Financial Risk, Banking, Enterprise Risk..., Accounting, Risk Management
Education
Queens University of Charlotte 1989 — 1993
Bachelors, Accounting and Business Administration
Robert Foltynowicz's Wachovia Experience May 2007 - Present
Job Model Validation at Wachovia Securities
Industry Banking
Experience
Wachovia May 2007 - Present
Sandia National Laboratories April 2002 - April 2007
IBM January 2001 - March 2002
Education
Purdue University 1996 — 2000
PhD, Physical Chemistry
United States Military Academy at West Point 1988 — 1992
BS, Chemistry
Wachovia May 2007 - Present
Sandia National Laboratories April 2002 - April 2007
IBM January 2001 - March 2002
Education
Purdue University 1996 — 2000
PhD, Physical Chemistry
United States Military Academy at West Point 1988 — 1992
BS, Chemistry
Jennifer Lowder's Wachovia Experience February 2003 - April 2006
Job Operations Project Manager at Bank of America
Industry Information Technology and Services
Experience
Bank of America September 2010 - Present
Wells Fargo July 2006 - August 2010
Wachovia February 2003 - April 2006
Hyogo Prefectural Board of Education July 2000 - July 2001
Skills
Project Planning, Project Implementation, Project Execution
Education
Queens University of Charlotte 1997 — 2000
B.A, Political Science
Bank of America September 2010 - Present
Wells Fargo July 2006 - August 2010
Wachovia February 2003 - April 2006
Hyogo Prefectural Board of Education July 2000 - July 2001
Skills
Project Planning, Project Implementation, Project Execution
Education
Queens University of Charlotte 1997 — 2000
B.A, Political Science
Leonard Finkelstein's Wachovia Experience March 2007 - Present
Job VP at Wachovia Corp
Industry Accounting
Experience
Wachovia March 2007 - Present
Education
Queens College 1975 — 1980
BA, Accounting
Wachovia March 2007 - Present
Education
Queens College 1975 — 1980
BA, Accounting
Jeff Hammer's Wachovia Experience 1987 - 1996
Job Financial Services Professional
Industry Financial Services
Experience
Citi 2005 - Present
Response and DTG 2003 - 2005
JPMC 1997 - 2003
Wachovia 1987 - 1996
Skills
Operational Risk..., Enterprise Risk..., Risk Management, AML, Operational Risk, Financial Risk, Banking, Hedge Funds, Financial Services, Fixed Income, Asset Managment, Due Diligence
Education
City University of New York-Queens College 1971 — 1975
BA, Accounting
Citi 2005 - Present
Response and DTG 2003 - 2005
JPMC 1997 - 2003
Wachovia 1987 - 1996
Skills
Operational Risk..., Enterprise Risk..., Risk Management, AML, Operational Risk, Financial Risk, Banking, Hedge Funds, Financial Services, Fixed Income, Asset Managment, Due Diligence
Education
City University of New York-Queens College 1971 — 1975
BA, Accounting
Renee Governale's Wachovia Experience August 2002 - August 2005
Job Executive Assistant to CFO of Wells Fargo Business Banking Group
Industry Banking
Experience
Wells Fargo September 2014 - Present
Wells Fargo Insurance Services May 2008 - September 2014
Wachovia August 2002 - August 2005
Goldman Sachs September 1999 - March 2002
Salomon Smith Barney 1996 - 1999
Leviton Manufacturing Co., Inc. 1987 - 1996
Skills
Expense Management, Insurance, Outlook, Microsoft Excel, Lotus Notes, Administrative..., Financial Services, Finance, PowerPoint, Employee Benefits, Risk Management, Travel Arrangements, Banking, Customer Service, Relationship Management, Calendaring, Managing Database, Confidentiality, Salesforce.com, Credit, Benefits Administration, Financial Analysis, Collaborative Problem..., Spreadsheets, Process Scheduler, Microsoft Publisher, Meeting Planning, Coordinate Meetings, Multi-tasked, Mentoring and training..., Planet Wholesale, Distribute and track..., Co-Leader of Employee..., Administrative..., Investments
Education
Queens College 1983 — 1986
Wells Fargo September 2014 - Present
Wells Fargo Insurance Services May 2008 - September 2014
Wachovia August 2002 - August 2005
Goldman Sachs September 1999 - March 2002
Salomon Smith Barney 1996 - 1999
Leviton Manufacturing Co., Inc. 1987 - 1996
Skills
Expense Management, Insurance, Outlook, Microsoft Excel, Lotus Notes, Administrative..., Financial Services, Finance, PowerPoint, Employee Benefits, Risk Management, Travel Arrangements, Banking, Customer Service, Relationship Management, Calendaring, Managing Database, Confidentiality, Salesforce.com, Credit, Benefits Administration, Financial Analysis, Collaborative Problem..., Spreadsheets, Process Scheduler, Microsoft Publisher, Meeting Planning, Coordinate Meetings, Multi-tasked, Mentoring and training..., Planet Wholesale, Distribute and track..., Co-Leader of Employee..., Administrative..., Investments
Education
Queens College 1983 — 1986
Kevin Stastny's Wachovia Experience Institutional Investment ConsultantWells Fargo AdvisorsJanuary 2014 - Present
Job AVP at Wells Fargo
Industry Banking
Experience
Wachovia Institutional Investment ConsultantWells Fargo AdvisorsJanuary 2014 - Present
Education
Radford University 1991 — 1996
Wachovia Institutional Investment ConsultantWells Fargo AdvisorsJanuary 2014 - Present
Education
Radford University 1991 — 1996
Staci McBride's Wachovia Experience June 2005 - April 2009
Job Director at Carlisle & Gallagher Consulting Group
Industry Management Consulting
Experience
Carlisle & Gallagher Consulting Group February 2015 - Present
Carlisle & Gallagher Consulting Group July 2011 - January 2015
Wachovia, A Wells Fargo Company 2009 - September 2011
Wachovia June 2005 - April 2009
Wachovia August 2000 - June 2005
Wachovia September 1994 - August 2000
Skills
Strategic Planning, Risk Management, Business Analysis, Business Case, Financial Services, Change Management, Program Management, Team Leadership, Business Process..., Process Improvement, Cross Functional Team..., Integration, Mergers & Acquisitions, Vendor Management, Project Portfolio..., Leadership Development, Organizational..., Team Building, Management, Performance Management, Leadership, Strategy, Coaching, Management Consulting
Education
University of South Carolina - The Moore School of Business 1992 — 1994
MBA
Queens University of Charlotte 1988 — 1992
BA, Business, Psychology
Carlisle & Gallagher Consulting Group February 2015 - Present
Carlisle & Gallagher Consulting Group July 2011 - January 2015
Wachovia, A Wells Fargo Company 2009 - September 2011
Wachovia June 2005 - April 2009
Wachovia August 2000 - June 2005
Wachovia September 1994 - August 2000
Skills
Strategic Planning, Risk Management, Business Analysis, Business Case, Financial Services, Change Management, Program Management, Team Leadership, Business Process..., Process Improvement, Cross Functional Team..., Integration, Mergers & Acquisitions, Vendor Management, Project Portfolio..., Leadership Development, Organizational..., Team Building, Management, Performance Management, Leadership, Strategy, Coaching, Management Consulting
Education
University of South Carolina - The Moore School of Business 1992 — 1994
MBA
Queens University of Charlotte 1988 — 1992
BA, Business, Psychology
Patricia Boss's Wachovia Experience 1984 - 2008
Job Accounting
Industry Accounting
Experience
CU Consulting Service June 2013 - May 2014
121 Financial Credit Union April 2009 - May 2013
Wachovia 1984 - 2008
First Union National Bank 1996 - 2002
First Fidelity Bank 1994 - 1996
Greenwich Federal Savings & Loan 1984 - 1994
City Trust 1982 - 1984
Van Dusen and Meyer 1980 - 1982
State National Bank 1978 - 1980
Howland's 1973 - 1975
Skills
Account Reconciliation, Accounting, Auditing, Banking, Financial Accounting, Financial Analysis, General Ledger, Internal Controls, Sarbanes-Oxley Act, US GAAP, Analysis, Finance
Education
Post University 2011 — 2012
Accounting, 4.0
Sacred Heart University 1984 — 1994
Accounting, 3.74
CU Consulting Service June 2013 - May 2014
121 Financial Credit Union April 2009 - May 2013
Wachovia 1984 - 2008
First Union National Bank 1996 - 2002
First Fidelity Bank 1994 - 1996
Greenwich Federal Savings & Loan 1984 - 1994
City Trust 1982 - 1984
Van Dusen and Meyer 1980 - 1982
State National Bank 1978 - 1980
Howland's 1973 - 1975
Skills
Account Reconciliation, Accounting, Auditing, Banking, Financial Accounting, Financial Analysis, General Ledger, Internal Controls, Sarbanes-Oxley Act, US GAAP, Analysis, Finance
Education
Post University 2011 — 2012
Accounting, 4.0
Sacred Heart University 1984 — 1994
Accounting, 3.74
Lisa Swan's Wachovia Experience June 1999 - June 2006
Job Manager Service Assurance at Nielsen
Industry Research
Experience
Nielsen (formerly Arbitron) June 2010 - Present
Edaptive Systems, Inc December 2009 - June 2010
Collabera May 2009 - December 2009
Arbitron April 2008 - March 2009
T. Rowe Price October 2006 - April 2008
Vision Technology Services June 2006 - October 2006
Wachovia June 1999 - June 2006
Broadway & Seymour April 1997 - April 1999
Radiator Specialty Company May 1996 - April 1997
Keystone Sports & Events Marketing August 1994 - April 1996
Skills
SDLC, Visio, Unix, Software Documentation, Requirements Analysis, Integration, Windows, Process Improvement, Troubleshooting, Technical Support, Access, Testing, Visual Basic, User Acceptance Testing, Quality Center, Business Requirements, Management, Software Project..., Crystal Reports, Analysis, Databases, Oracle, Software Quality..., PL/SQL, MS Project, SharePoint, Software Development, Requirements Gathering, SQL, Business Analysis, Agile Methodologies, Quality Assurance, Microsoft SQL Server, Project Management, Test Planning, Enterprise Architecture, XML, System Testing
Education
Queens University of Charlotte 2002 — 2004
Information Technology
James A. Rhodes State College 1979 — 1981
Lima Technical College 1979 — 1981
Nielsen (formerly Arbitron) June 2010 - Present
Edaptive Systems, Inc December 2009 - June 2010
Collabera May 2009 - December 2009
Arbitron April 2008 - March 2009
T. Rowe Price October 2006 - April 2008
Vision Technology Services June 2006 - October 2006
Wachovia June 1999 - June 2006
Broadway & Seymour April 1997 - April 1999
Radiator Specialty Company May 1996 - April 1997
Keystone Sports & Events Marketing August 1994 - April 1996
Skills
SDLC, Visio, Unix, Software Documentation, Requirements Analysis, Integration, Windows, Process Improvement, Troubleshooting, Technical Support, Access, Testing, Visual Basic, User Acceptance Testing, Quality Center, Business Requirements, Management, Software Project..., Crystal Reports, Analysis, Databases, Oracle, Software Quality..., PL/SQL, MS Project, SharePoint, Software Development, Requirements Gathering, SQL, Business Analysis, Agile Methodologies, Quality Assurance, Microsoft SQL Server, Project Management, Test Planning, Enterprise Architecture, XML, System Testing
Education
Queens University of Charlotte 2002 — 2004
Information Technology
James A. Rhodes State College 1979 — 1981
Lima Technical College 1979 — 1981
Bill Merante's Wachovia Experience October 2007 - March 2009
Job Financial Services Professional
Industry Financial Services
Experience
Wachovia October 2007 - March 2009
Education
Robert Morris University 1973 — 1975
Associates, Accounting
Wachovia October 2007 - March 2009
Education
Robert Morris University 1973 — 1975
Associates, Accounting
Natalie Noriega's Wachovia Experience May 2009 - August 2010
Job Cutrale Farms, Purchasing
Industry Executive Office
Experience
Cutrale Farms, Inc May 2015 - Present
BB&T October 2013 - May 2015
New Penn Financial, LLC March 2013 - September 2013
JPMorgan Chase June 2012 - March 2013
JPMorgan Chase August 2011 - June 2012
Wells Fargo August 2010 - July 2011
Wachovia May 2009 - August 2010
Advantage Delivery & Logistics May 2008 - April 2009
Wachovia July 2007 - March 2008
Outback Steakhouse July 2003 - June 2007
Skills
Leadership, Customer Satisfaction, Management, Sales, Banking, Customer Service, Analysis, Coaching, Marketing, Sales Management, Microsoft Excel, QuickBooks, Finance, Financial Analysis, Credit
Education
University of South Florida
Bachelor's Degree, Finance
Polk Community College 2001 — 2003
Cutrale Farms, Inc May 2015 - Present
BB&T October 2013 - May 2015
New Penn Financial, LLC March 2013 - September 2013
JPMorgan Chase June 2012 - March 2013
JPMorgan Chase August 2011 - June 2012
Wells Fargo August 2010 - July 2011
Wachovia May 2009 - August 2010
Advantage Delivery & Logistics May 2008 - April 2009
Wachovia July 2007 - March 2008
Outback Steakhouse July 2003 - June 2007
Skills
Leadership, Customer Satisfaction, Management, Sales, Banking, Customer Service, Analysis, Coaching, Marketing, Sales Management, Microsoft Excel, QuickBooks, Finance, Financial Analysis, Credit
Education
University of South Florida
Bachelor's Degree, Finance
Polk Community College 2001 — 2003
Denise Hegler's Wachovia Experience 2005 - 2009
Job Business System Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2005 - Present
Wells Fargo 2005 - Present
Wachovia 2005 - 2009
Royal & Sun Alliance Insurance June 1997 - April 2004
Royal and SunAlliance 2002 - 2004
NationsBank (now Bank of America) June 1981 - June 1997
Bank of America June 1994 - November 1994
Skills
SQL, Data Warehousing, Mainframe, Software Documentation, Business Analysis, Requirements Analysis, SDLC, COBOL, JCL, Teradata
Education
Queens University of Charlotte 2001 — 2001
na, Computer Information Systems
Strome College of Business 1975 — 1981
B.S.B.A., M.I.S.
Wells Fargo June 2005 - Present
Wells Fargo 2005 - Present
Wachovia 2005 - 2009
Royal & Sun Alliance Insurance June 1997 - April 2004
Royal and SunAlliance 2002 - 2004
NationsBank (now Bank of America) June 1981 - June 1997
Bank of America June 1994 - November 1994
Skills
SQL, Data Warehousing, Mainframe, Software Documentation, Business Analysis, Requirements Analysis, SDLC, COBOL, JCL, Teradata
Education
Queens University of Charlotte 2001 — 2001
na, Computer Information Systems
Strome College of Business 1975 — 1981
B.S.B.A., M.I.S.
shirley baker's Wachovia Experience January 2005 - November 2009
Job business analyst at Wachovia
Industry Computer & Network Security
Experience
TEKsystems January 2005 - Present
Wells Fargo 2013 - 2013
Wachovia January 2005 - November 2009
TAC WorldWide January 2005 - November 2009
TAC WORLDWIDE January 2005 - November 2009
First Union National Bank December 2002 - September 2007
Wachovia Corporation July 2002 - December 2004
WACHOVIA CORPORATION July 2002 - December 2004
First Union National Bank May 2000 - July 2002
Education
Radford University
BS, English
University of Phoenix
MBA, Human Resource Management
TEKsystems January 2005 - Present
Wells Fargo 2013 - 2013
Wachovia January 2005 - November 2009
TAC WorldWide January 2005 - November 2009
TAC WORLDWIDE January 2005 - November 2009
First Union National Bank December 2002 - September 2007
Wachovia Corporation July 2002 - December 2004
WACHOVIA CORPORATION July 2002 - December 2004
First Union National Bank May 2000 - July 2002
Education
Radford University
BS, English
University of Phoenix
MBA, Human Resource Management
Andrie Johnson's Wachovia Experience April 2002 - May 2013
Job Quality Assurance Analyst 4 at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage May 2013 - Present
Wachovia April 2002 - May 2013
Wachovia April 1998 - April 2002
Skills
Finance, Loans, Credit, Underwriting, Analysis, Banking, Risk Management, Consumer Lending, Customer Retention, Refinance, Mortgage Banking, Credit Risk, Management
Education
Radford University
Bachelor's degree, Human Resources Management and Services
Wells Fargo Home Mortgage May 2013 - Present
Wachovia April 2002 - May 2013
Wachovia April 1998 - April 2002
Skills
Finance, Loans, Credit, Underwriting, Analysis, Banking, Risk Management, Consumer Lending, Customer Retention, Refinance, Mortgage Banking, Credit Risk, Management
Education
Radford University
Bachelor's degree, Human Resources Management and Services
Maria Welsh's Wachovia Experience 2004 - March 2009
Job Retail District Manager
Industry Banking
Experience
Huntington National Bank March 2009 - Present
wachovia 2004 - March 2009
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Lines Of Credit, Loans, Mortgage Lending, Retail Banking, Small Business Lending, Branch Banking, Cross Selling, Loan Origination
Education
Regis University
MBA
Xavier University
Huntington National Bank March 2009 - Present
wachovia 2004 - March 2009
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Lines Of Credit, Loans, Mortgage Lending, Retail Banking, Small Business Lending, Branch Banking, Cross Selling, Loan Origination
Education
Regis University
MBA
Xavier University
George Zeke Dunn Jr's Wachovia Experience 2005 - 2006
Job Professional Photo Scanner
Industry Consumer Services
Experience
Dusty Attic Photos 2008 - Present
PetSmart June 2009 - June 2013
Dismas Charities 2007 - 2008
Wachovia 2005 - 2006
CVS Pharmacy 2004 - 2005
Royal Buick Pontiac GMC 2002 - 2004
Big B Drugs, Revco, CVS, Eckerd Drugs 1988 - 2002
Skills
Public Speaking, Dogs, Management, Photos, Social Media, Nonprofits, Customer Service, Marketing
Education
University of Georgia
B.A., English
Roanoke College
Dusty Attic Photos 2008 - Present
PetSmart June 2009 - June 2013
Dismas Charities 2007 - 2008
Wachovia 2005 - 2006
CVS Pharmacy 2004 - 2005
Royal Buick Pontiac GMC 2002 - 2004
Big B Drugs, Revco, CVS, Eckerd Drugs 1988 - 2002
Skills
Public Speaking, Dogs, Management, Photos, Social Media, Nonprofits, Customer Service, Marketing
Education
University of Georgia
B.A., English
Roanoke College
Giancarlo Silva Michelot's Wachovia Experience December 2006 - October 2008
Job Commercial Credit Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2014 - Present
Wells Fargo March 2013 - March 2014
Wells Fargo June 2011 - February 2013
Wells Fargo December 2009 - June 2011
Wachovia-Wells Fargo August 2008 - December 2009
Wachovia December 2006 - October 2008
Skills
Time Management, Management, Banking, Leadership, Forecasting, Risk Management, Credit Analysis, Analysis, Credit, Finance, Financial Analysis, Financial Services, Microsoft Excel, Portfolio Management, Microsoft Office, Sales, Training, Budgets
Education
Radford University 2010 — 2011
MBA, Business Administration and Management, General
Universidad Nacional Mayor de San Marcos 2001 — 2008
B.S. Industrial Engineering, Industrial Engineering
Virginia Western Community College 2007 — 2008
A.A.S. Management
Wells Fargo March 2014 - Present
Wells Fargo March 2013 - March 2014
Wells Fargo June 2011 - February 2013
Wells Fargo December 2009 - June 2011
Wachovia-Wells Fargo August 2008 - December 2009
Wachovia December 2006 - October 2008
Skills
Time Management, Management, Banking, Leadership, Forecasting, Risk Management, Credit Analysis, Analysis, Credit, Finance, Financial Analysis, Financial Services, Microsoft Excel, Portfolio Management, Microsoft Office, Sales, Training, Budgets
Education
Radford University 2010 — 2011
MBA, Business Administration and Management, General
Universidad Nacional Mayor de San Marcos 2001 — 2008
B.S. Industrial Engineering, Industrial Engineering
Virginia Western Community College 2007 — 2008
A.A.S. Management
Kristi Arnold's Wachovia Experience May 1992 - August 1992
Job Assistant Controller at The Budd Group
Industry Facilities Services
Experience
The Budd Group May 1993 - Present
Wachovia May 1992 - August 1992
Skills
Budgets, Customer Service, Team Building, Strategic Planning, Leadership, Contract Management, Sales
Education
Presbyterian College 1989 — 1993
Bachelor of Science (B.S.), Accounting and Business/Management
Salem Academy 1986 — 1989
The Budd Group May 1993 - Present
Wachovia May 1992 - August 1992
Skills
Budgets, Customer Service, Team Building, Strategic Planning, Leadership, Contract Management, Sales
Education
Presbyterian College 1989 — 1993
Bachelor of Science (B.S.), Accounting and Business/Management
Salem Academy 1986 — 1989
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.