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
Victor Magallanez Victor Magallanez's Wachovia Experience July 2005 - November 2006
Job HR Recruiter
Industry Human Resources
Experience
Morningside Ministries August 2015 - Present
Northside ISD February 2007 - September 2014
Wachovia July 2005 - November 2006
Bexar County August 2003 - November 2004
USAA May 1980 - October 2002
Skills
Human Resources, Sales Operations, Customer Service, Recruiting, Outlook, Temporary Placement, Team Building, Consulting, Process Improvement, Access, Coaching, Employee Benefits, PowerPoint, Team Leadership, Microsoft Excel, Training, Microsoft Word, Sales, Microsoft Office, Leadership, Public Speaking, Talent Acquisition, Onboarding, Organizational..., Employee Relations, Interviews, Applicant Tracking..., HRIS, New Hire Orientations, Resume Writing
Education
University of the Incarnate Word 1986 — 1993
Bachelor BA, Management
San Antonio College
Associate's degree, Business Administration and Management, General
Morningside Ministries August 2015 - Present
Northside ISD February 2007 - September 2014
Wachovia July 2005 - November 2006
Bexar County August 2003 - November 2004
USAA May 1980 - October 2002
Skills
Human Resources, Sales Operations, Customer Service, Recruiting, Outlook, Temporary Placement, Team Building, Consulting, Process Improvement, Access, Coaching, Employee Benefits, PowerPoint, Team Leadership, Microsoft Excel, Training, Microsoft Word, Sales, Microsoft Office, Leadership, Public Speaking, Talent Acquisition, Onboarding, Organizational..., Employee Relations, Interviews, Applicant Tracking..., HRIS, New Hire Orientations, Resume Writing
Education
University of the Incarnate Word 1986 — 1993
Bachelor BA, Management
San Antonio College
Associate's degree, Business Administration and Management, General
Meredith Yox Meredith Yox's Wachovia Experience June 2007 - November 2008
Job Social Media Consultant
Industry Nonprofit Organization Management
Experience
Meredith Yox January 2015 - Present
Bullydogs On the Go January 2014 - August 2015
Bonfire Pizzeria August 2012 - October 2012
American Lung Association December 2010 - April 2011
Mothers Against Drunk Driving April 2010 - July 2010
Wachovia June 2007 - November 2008
Wachovia August 2006 - June 2007
Wachovia January 2006 - August 2006
Wachovia May 2003 - January 2006
Wachovia June 2000 - April 2003
Skills
Mortgage Lending, Loans, Training, Management, Leadership, Marketing, Sales, Mortgage Banking, Social Media, Program Management
Education
Santa Barbara City College 2009 — 2011
Health Information Technology
UC Berkeley Extension 2008 — 2010
Human Resources Management
Meredith Yox January 2015 - Present
Bullydogs On the Go January 2014 - August 2015
Bonfire Pizzeria August 2012 - October 2012
American Lung Association December 2010 - April 2011
Mothers Against Drunk Driving April 2010 - July 2010
Wachovia June 2007 - November 2008
Wachovia August 2006 - June 2007
Wachovia January 2006 - August 2006
Wachovia May 2003 - January 2006
Wachovia June 2000 - April 2003
Skills
Mortgage Lending, Loans, Training, Management, Leadership, Marketing, Sales, Mortgage Banking, Social Media, Program Management
Education
Santa Barbara City College 2009 — 2011
Health Information Technology
UC Berkeley Extension 2008 — 2010
Human Resources Management
Anne Bathurst Anne Bathurst's Wachovia Experience 1995 - October 2009
Job Wholesale Finance at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2009 - Present
Wachovia 1995 - October 2009
First Union National Bank 1991 - 1994
First Union National Bank August 1988 - September 1990
Air Force Research Laboratory 1982 - 1986
Skills
Mergers, Data Analysis, Problem Solving, Business Strategy, Strategic Planning, Financial Modeling, Financial Analysis, Process Improvement, Finance, Treasury Management, Project Management, Mergers & Acquisitions, Commercial Banking, Banking, Analytics, Business Development, Risk Management, Corporate Finance, Financial Services
Education
University of North Florida - College of Business Administration 1986 — 1988
MBA
Simmons College 1978 — 1982
BA, Applied Mathematics and Experimental Psychology
Northfield Mount Hermon 1974 — 1978
Diploma
Wells Fargo October 2009 - Present
Wachovia 1995 - October 2009
First Union National Bank 1991 - 1994
First Union National Bank August 1988 - September 1990
Air Force Research Laboratory 1982 - 1986
Skills
Mergers, Data Analysis, Problem Solving, Business Strategy, Strategic Planning, Financial Modeling, Financial Analysis, Process Improvement, Finance, Treasury Management, Project Management, Mergers & Acquisitions, Commercial Banking, Banking, Analytics, Business Development, Risk Management, Corporate Finance, Financial Services
Education
University of North Florida - College of Business Administration 1986 — 1988
MBA
Simmons College 1978 — 1982
BA, Applied Mathematics and Experimental Psychology
Northfield Mount Hermon 1974 — 1978
Diploma
Danielle Royal Danielle Royal's Wachovia Experience 2006 - April 2009
Job Mortgage Consultant at Union Bank
Industry Real Estate
Experience
Union Bank April 2013 - Present
American Mortgage Network, a division of Bexil American Mortgage Inc January 2012 - March 2013
360 Mortgage Group July 2010 - January 2012
Wachovia 2006 - April 2009
American Mortgage Network 2001 - 2006
North American Mortgage/WAMU 1994 - 2001
Skills
Mortgage Lending, Loan Origination, Residential Mortgages
Education
San Diego State University-California State University 1987 — 1992
Business, Finance
Union Bank April 2013 - Present
American Mortgage Network, a division of Bexil American Mortgage Inc January 2012 - March 2013
360 Mortgage Group July 2010 - January 2012
Wachovia 2006 - April 2009
American Mortgage Network 2001 - 2006
North American Mortgage/WAMU 1994 - 2001
Skills
Mortgage Lending, Loan Origination, Residential Mortgages
Education
San Diego State University-California State University 1987 — 1992
Business, Finance
Rich Woytowich Rich Woytowich's Wachovia Experience April 2004 - October 2006
Job Associate Business Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2015 - Present
Citi October 2014 - April 2015
Regions Financial Corporation April 2013 - June 2014
Florida Capital Bank October 2011 - March 2013
Renaissance Consulting & Development, LLC August 2011 - October 2011
The Bank of Tampa October 2006 - May 2011
Wachovia April 2004 - October 2006
People's Bank April 1999 - April 2004
Old Navy April 1998 - April 1999
Skills
Sales, Bank relationship..., Sales Management, Microsoft Office, Development, Financial management, Social Media, Online Marketing, Credit Analysis, Customer Service, Banking, Management Consulting, Leadership Development, Financial Analysis, Financial Reporting, Coaching, Credit, Commercial Lending, Mortgage Lending, Consumer Lending, Small Business Lending, Loans, Leadership, Business Development, Management, Analysis
Education
Southern Connecticut State University 1993 — 1998
BS, Corporate Communication
North Haven High School 1989 — 1993
J.P. Morgan April 2015 - Present
Citi October 2014 - April 2015
Regions Financial Corporation April 2013 - June 2014
Florida Capital Bank October 2011 - March 2013
Renaissance Consulting & Development, LLC August 2011 - October 2011
The Bank of Tampa October 2006 - May 2011
Wachovia April 2004 - October 2006
People's Bank April 1999 - April 2004
Old Navy April 1998 - April 1999
Skills
Sales, Bank relationship..., Sales Management, Microsoft Office, Development, Financial management, Social Media, Online Marketing, Credit Analysis, Customer Service, Banking, Management Consulting, Leadership Development, Financial Analysis, Financial Reporting, Coaching, Credit, Commercial Lending, Mortgage Lending, Consumer Lending, Small Business Lending, Loans, Leadership, Business Development, Management, Analysis
Education
Southern Connecticut State University 1993 — 1998
BS, Corporate Communication
North Haven High School 1989 — 1993
Cara Traver Cara Traver's Wachovia Experience July 2007 - November 2008
Job Real Estate/Mortgage/Human Resources
Industry Financial Services
Experience
Wells Fargo August 2009 - July 2011
Wachovia July 2007 - November 2008
Wachovia and World Savings and Loans August 2005 - July 2007
World Savings and Loan October 2003 - August 2005
World Savings and Loan June 2001 - October 2003
Skills
Human Resources, Sales, Management, Training, Real Estate, Single Family Homes
Education
San Francisco State University 1998 — 2000
Bachelor of Arts in Liberal Studies (minors in Psychology and Woman's Studies), Magna Cum Laude
University of California, Santa Cruz 1996 — 1998
World Savings and Loan, Wachovia, UC Berkeley Extension
Wells Fargo August 2009 - July 2011
Wachovia July 2007 - November 2008
Wachovia and World Savings and Loans August 2005 - July 2007
World Savings and Loan October 2003 - August 2005
World Savings and Loan June 2001 - October 2003
Skills
Human Resources, Sales, Management, Training, Real Estate, Single Family Homes
Education
San Francisco State University 1998 — 2000
Bachelor of Arts in Liberal Studies (minors in Psychology and Woman's Studies), Magna Cum Laude
University of California, Santa Cruz 1996 — 1998
World Savings and Loan, Wachovia, UC Berkeley Extension
Dan Klein Dan Klein's Wachovia Experience March 2008 - November 2009
Job Account Manager, Seller Services at Amazon
Industry Financial Services
Experience
Amazon March 2013 - Present
Mercer Island High School February 2014 - January 2015
Ocean Wave Networks June 2009 - April 2013
Key Bank February 2010 - April 2011
Wachovia March 2008 - November 2009
Citi April 2005 - March 2008
Washington Mutual October 2003 - April 2005
CalFed / Citibank June 2002 - October 2003
Skills
MS Office Suite, Account Management, Project Management, Customer Relations, Sales Management, Financial Analysis, Consultative Selling, Management Consulting, Banking, Strategic Planning, Team Building, PMBOK, Management, Budgets, Risk Management, Commercial Lending, Start-ups, Finance, Business Development, Leadership, Selling, Relationship Management, Commercial Banking, Loans, Training, Cross-functional Team..., Analysis, Customer Service, Sales Operations, Sales, Portfolio Management, Microsoft Office, Team Management, Business Planning, Business Process, Investments, Telecommunications, Mergers & Acquisitions, Contract Negotiation, Corporate Finance, Credit, E-commerce, Strategy, Accounting, Consulting, Financial Services, Process Improvement, Business Strategy, Business Analysis, Executive Management
Education
Seattle University 2011 — 2013
MBA, Masters of Business Administration, 3.74
Project Management Institute 2012 — 2012
PMP credential, Project Management
University of Washington - Rome 2001 — 2001
University of Washington 1998 — 2001
BA, Business Administration
University of San Diego 1997 — 1998
Business Administration and Management, General
MIHS
Amazon March 2013 - Present
Mercer Island High School February 2014 - January 2015
Ocean Wave Networks June 2009 - April 2013
Key Bank February 2010 - April 2011
Wachovia March 2008 - November 2009
Citi April 2005 - March 2008
Washington Mutual October 2003 - April 2005
CalFed / Citibank June 2002 - October 2003
Skills
MS Office Suite, Account Management, Project Management, Customer Relations, Sales Management, Financial Analysis, Consultative Selling, Management Consulting, Banking, Strategic Planning, Team Building, PMBOK, Management, Budgets, Risk Management, Commercial Lending, Start-ups, Finance, Business Development, Leadership, Selling, Relationship Management, Commercial Banking, Loans, Training, Cross-functional Team..., Analysis, Customer Service, Sales Operations, Sales, Portfolio Management, Microsoft Office, Team Management, Business Planning, Business Process, Investments, Telecommunications, Mergers & Acquisitions, Contract Negotiation, Corporate Finance, Credit, E-commerce, Strategy, Accounting, Consulting, Financial Services, Process Improvement, Business Strategy, Business Analysis, Executive Management
Education
Seattle University 2011 — 2013
MBA, Masters of Business Administration, 3.74
Project Management Institute 2012 — 2012
PMP credential, Project Management
University of Washington - Rome 2001 — 2001
University of Washington 1998 — 2001
BA, Business Administration
University of San Diego 1997 — 1998
Business Administration and Management, General
MIHS
Tim Vander Vennet Tim Vander Vennet's Wachovia Experience August 2003 - October 2008
Job Director of Customer Enablement
Industry Online Media
Experience
Sitecore USA Inc. 2008 - Present
Wachovia August 2003 - October 2008
Skills
Sales Management, Customer Relations, CMS, Online Marketing, Online Advertising, Customer Service, Direct Sales, Product Marketing, Web Content Management, Management, Sales, Salesforce.com, Strategic Partnerships, Leadership, Sales Process, Lead Generation
Education
Sonoma State University 2001 — 2003
Finance, Economics
Santa Barbara City College
Sitecore USA Inc. 2008 - Present
Wachovia August 2003 - October 2008
Skills
Sales Management, Customer Relations, CMS, Online Marketing, Online Advertising, Customer Service, Direct Sales, Product Marketing, Web Content Management, Management, Sales, Salesforce.com, Strategic Partnerships, Leadership, Sales Process, Lead Generation
Education
Sonoma State University 2001 — 2003
Finance, Economics
Santa Barbara City College
Andrew Kush Andrew Kush's Wachovia Experience March 2007 - October 2008
Job Mortgage Sales Manager Patelco Credit Union
Industry Financial Services
Experience
Patelco Credit Union August 2015 - Present
W.J. Bradley Company May 2009 - July 2015
Wachovia March 2007 - October 2008
World Savings August 2002 - January 2007
Meridian High School August 2001 - May 2002
Skills
Public Speaking, Mortgage, Loans, Real Estate, Coaching, Mortgage Lending, Loan Origination, Sales Management, Marketing, Management, Account Management, Leadership, Strategic Planning, Sales, Negotiation, Training, Mortgage Banking
Education
University of Illinois at Urbana-Champaign 2001 — 2001
Started Masters Degree in Education
Southeast Missouri State University 1996 — 2000
BS, Education
Patelco Credit Union August 2015 - Present
W.J. Bradley Company May 2009 - July 2015
Wachovia March 2007 - October 2008
World Savings August 2002 - January 2007
Meridian High School August 2001 - May 2002
Skills
Public Speaking, Mortgage, Loans, Real Estate, Coaching, Mortgage Lending, Loan Origination, Sales Management, Marketing, Management, Account Management, Leadership, Strategic Planning, Sales, Negotiation, Training, Mortgage Banking
Education
University of Illinois at Urbana-Champaign 2001 — 2001
Started Masters Degree in Education
Southeast Missouri State University 1996 — 2000
BS, Education
Jim Jatcko Jim Jatcko's Wachovia Experience January 1997 - August 1999
Job Designing Solutions to your Marketing Challenges
Industry Marketing and Advertising
Experience
Falk Harrison January 2014 - Present
Simantel Group July 2012 - August 2013
World Research Group August 2010 - July 2012
Opal June 2007 - August 2010
Integer USA October 2001 - June 2007
Human Kinetics August 1999 - October 2001
Wachovia January 1997 - August 1999
Atlanta Committee for the Olympic Games October 1994 - September 1996
TBWA\Chiat\Day June 1993 - October 1994
Skills
Advertising, Marketing Communications, Digital Marketing, Email Marketing, Social Media Marketing, Copywriting, Event Management, Direct Marketing, Marketing, Photography, Marketing Strategy, Product Marketing, Creative Direction, Integrated Marketing, Management, Strategic Partnerships, Market Research, Brand Development, Direct Mail, Business Development, Online Advertising, Online Marketing, Corporate Branding, Brand Awareness, Corporate Communications, Graphic Design, Brand Management, Sponsorship, Leadership, Digital Media, Social Media, Marketing Research, Digital Strategy, CRM, Trade Shows, Relationship Marketing, Media Planning, Newsletters, Web Design, Annual Reports, Branding & Identity, Marketing Management, Strategic Planning, Strategy, Event Planning, Account Management
Education
Southern Illinois University, Edwardsville
B.S., Business Administration (Marketing)
Falk Harrison January 2014 - Present
Simantel Group July 2012 - August 2013
World Research Group August 2010 - July 2012
Opal June 2007 - August 2010
Integer USA October 2001 - June 2007
Human Kinetics August 1999 - October 2001
Wachovia January 1997 - August 1999
Atlanta Committee for the Olympic Games October 1994 - September 1996
TBWA\Chiat\Day June 1993 - October 1994
Skills
Advertising, Marketing Communications, Digital Marketing, Email Marketing, Social Media Marketing, Copywriting, Event Management, Direct Marketing, Marketing, Photography, Marketing Strategy, Product Marketing, Creative Direction, Integrated Marketing, Management, Strategic Partnerships, Market Research, Brand Development, Direct Mail, Business Development, Online Advertising, Online Marketing, Corporate Branding, Brand Awareness, Corporate Communications, Graphic Design, Brand Management, Sponsorship, Leadership, Digital Media, Social Media, Marketing Research, Digital Strategy, CRM, Trade Shows, Relationship Marketing, Media Planning, Newsletters, Web Design, Annual Reports, Branding & Identity, Marketing Management, Strategic Planning, Strategy, Event Planning, Account Management
Education
Southern Illinois University, Edwardsville
B.S., Business Administration (Marketing)
Darryl Taylor Darryl Taylor's Wachovia Experience September 2007 - December 2008
Job Executive Director IT Operations
Industry Financial Services
Experience
USAA January 2011 - Present
Wells Fargo January 2009 - December 2010
Wachovia September 2007 - December 2008
World Savings Bank, FSB - Acquired by Wachovia Corporation 2006 - October 2007
Wachovia/World Savings January 2002 - September 2007
World Savings Bank January 1997 - January 2002
World Savings December 1995 - January 1997
SOFTWARE AG November 1994 - November 1995
Bexar County April 1988 - November 1994
Trendstar Computing April 1985 - April 1988
Skills
Data Warehousing, Business Intelligence, Technical Leadership, Data Management, Application Lifecycle..., Strategy Alignment, SDLC, Business Analysis, Vendor Management, Disaster Recovery, PMP, Enterprise Architecture, Strategy, Software Development, Enterprise Software, Business Requirements, Leadership, Microsoft SQL Server, Process Improvement, ITIL, Risk Management, Architecture, Project Portfolio..., Database Design, Software Project..., CRM, Business Process..., Analytics, Information Technology, Databases
Education
Texas Lutheran 1988 — 1991
BA, Information Systems Management
San Antonio College 1983 — 1988
AAS, Systems Application and Design
USAA January 2011 - Present
Wells Fargo January 2009 - December 2010
Wachovia September 2007 - December 2008
World Savings Bank, FSB - Acquired by Wachovia Corporation 2006 - October 2007
Wachovia/World Savings January 2002 - September 2007
World Savings Bank January 1997 - January 2002
World Savings December 1995 - January 1997
SOFTWARE AG November 1994 - November 1995
Bexar County April 1988 - November 1994
Trendstar Computing April 1985 - April 1988
Skills
Data Warehousing, Business Intelligence, Technical Leadership, Data Management, Application Lifecycle..., Strategy Alignment, SDLC, Business Analysis, Vendor Management, Disaster Recovery, PMP, Enterprise Architecture, Strategy, Software Development, Enterprise Software, Business Requirements, Leadership, Microsoft SQL Server, Process Improvement, ITIL, Risk Management, Architecture, Project Portfolio..., Database Design, Software Project..., CRM, Business Process..., Analytics, Information Technology, Databases
Education
Texas Lutheran 1988 — 1991
BA, Information Systems Management
San Antonio College 1983 — 1988
AAS, Systems Application and Design
John Schwertner John Schwertner's Wachovia Experience July 1997 - July 2003
Job SVP, Architecture Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo July 2003 - Present
Wachovia July 1997 - July 2003
Bank One July 1991 - July 1997
Honda of America Mfg., Inc. February 1989 - July 1991
Bank One July 1987 - February 1989
Education
Slippery Rock University of Pennsylvania 1983 — 1987
B.S., Computer Science
Wells Fargo July 2003 - Present
Wachovia July 1997 - July 2003
Bank One July 1991 - July 1997
Honda of America Mfg., Inc. February 1989 - July 1991
Bank One July 1987 - February 1989
Education
Slippery Rock University of Pennsylvania 1983 — 1987
B.S., Computer Science
Priscilla Hurt Priscilla Hurt's Wachovia Experience July 2004 - October 2008
Job Account Manager, Mission Investigations
Industry Nonprofit Organization Management
Experience
Mission Investigations January 2013 - Present
Southwest Airlines February 2012 - Present
Moonstruck Fire Trucks December 2002 - Present
TRISTAR Risk Management December 2009 - January 2011
Marsh October 2008 - June 2009
Wachovia July 2004 - October 2008
Wachovia August 2002 - July 2004
Marsh July 1993 - June 2002
MARSH USA Inc. January 1992 - January 1993
ACE USA (Formerly CIGNA PROPERTY & CASUALTY INSURANCE) January 1990 - January 1992
Skills
Risk Management, Property & Casualty..., Workers Compensation, Underwriting, Claims Management, Claim, Insurance, Employee Benefits, Process Improvement, Casualty, Commercial Insurance, Customer Service, Training, Account Management, Legal Liability, Team Building, Policy
Education
San Antonio College 1974 — 1976
Jay High School 1970 — 1974
Mission Investigations January 2013 - Present
Southwest Airlines February 2012 - Present
Moonstruck Fire Trucks December 2002 - Present
TRISTAR Risk Management December 2009 - January 2011
Marsh October 2008 - June 2009
Wachovia July 2004 - October 2008
Wachovia August 2002 - July 2004
Marsh July 1993 - June 2002
MARSH USA Inc. January 1992 - January 1993
ACE USA (Formerly CIGNA PROPERTY & CASUALTY INSURANCE) January 1990 - January 1992
Skills
Risk Management, Property & Casualty..., Workers Compensation, Underwriting, Claims Management, Claim, Insurance, Employee Benefits, Process Improvement, Casualty, Commercial Insurance, Customer Service, Training, Account Management, Legal Liability, Team Building, Policy
Education
San Antonio College 1974 — 1976
Jay High School 1970 — 1974
Dennis Bullock, PMP Dennis Bullock, PMP's Wachovia Experience November 1999 - December 2009
Job Manager of Project & Release Management at Scottrade
Industry Information Technology and Services
Experience
Scottrade March 2013 - Present
Scottrade May 2010 - March 2013
Wachovia November 1999 - December 2009
Wells Fargo May 1998 - November 2009
Wachovia, A Wells Fargo Company 1998 - 2009
PMSI May 1998 - November 1999
Skills
Project Management
Education
Southeast Missouri State University 1991 — 1995
BS
Scottrade March 2013 - Present
Scottrade May 2010 - March 2013
Wachovia November 1999 - December 2009
Wells Fargo May 1998 - November 2009
Wachovia, A Wells Fargo Company 1998 - 2009
PMSI May 1998 - November 1999
Skills
Project Management
Education
Southeast Missouri State University 1991 — 1995
BS
William Conner's Wachovia Experience September 2007 - December 2009
Job Sales Agent at Liberty Mutual Insurance
Industry Banking
Experience
Liberty Mutual Insurance April 2012 - Present
Wells Fargo Retail Finance January 2010 - April 2012
Wachovia September 2007 - December 2009
Skills
Leadership, Microsoft Excel, Training, Banking, Microsoft Office, Insurance, Loans, Life Insurance, Coaching, Customer Service, Sales, Sales Management
Education
South University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, 4.0 GPA
Virginia Commonwealth University 2005 — 2009
Bachelor of Interdisciplinary Studies(BIS), Business Management
Liberty Mutual Insurance April 2012 - Present
Wells Fargo Retail Finance January 2010 - April 2012
Wachovia September 2007 - December 2009
Skills
Leadership, Microsoft Excel, Training, Banking, Microsoft Office, Insurance, Loans, Life Insurance, Coaching, Customer Service, Sales, Sales Management
Education
South University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, 4.0 GPA
Virginia Commonwealth University 2005 — 2009
Bachelor of Interdisciplinary Studies(BIS), Business Management
Rich Boss Rich Boss's Wachovia Experience June 2004 - June 2009
Job Senior Vice President Tax at American Capital, Ltd.
Industry Accounting
Experience
American Capital June 2009 - Present
Wachovia June 2004 - June 2009
PricewaterhouseCoopers May 1998 - June 2004
Glenayre Electronics December 1996 - May 1998
PricewaterhouseCoopers LLP May 1992 - November 1996
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1992
MAC, Accounting
Sewanee-The University of the South 1985 — 1989
BA, English, Philosophy
American Capital June 2009 - Present
Wachovia June 2004 - June 2009
PricewaterhouseCoopers May 1998 - June 2004
Glenayre Electronics December 1996 - May 1998
PricewaterhouseCoopers LLP May 1992 - November 1996
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1992
MAC, Accounting
Sewanee-The University of the South 1985 — 1989
BA, English, Philosophy
CARLOS RECIO CARLOS RECIO's Wachovia Experience April 2006 - December 2009
Job VP RMBS MO at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities December 2009 - Present
Wachovia April 2006 - December 2009
JPMorgan October 2004 - April 2006
Lord Abbett January 2003 - October 2004
Nomura Securities June 2000 - February 2002
Nomura Securities June 1995 - June 1999
Skills
Middle Office, Securities, Trading, CDS, ABS, Fixed Income, MBS, Financial Risk, Capital Markets, Back Office, Investment Banking, CDO, CLO, CMBS, Credit, Residential Mortgages, Credit Derivatives, Treasury, FX Options, Options, US Treasuries, Series 7, Series 63, Series 24
Education
Skidmore College 1996 — 2000
Bachelor of Science (BS), Finance and Economics
Skidmore College 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Wells Fargo Securities December 2009 - Present
Wachovia April 2006 - December 2009
JPMorgan October 2004 - April 2006
Lord Abbett January 2003 - October 2004
Nomura Securities June 2000 - February 2002
Nomura Securities June 1995 - June 1999
Skills
Middle Office, Securities, Trading, CDS, ABS, Fixed Income, MBS, Financial Risk, Capital Markets, Back Office, Investment Banking, CDO, CLO, CMBS, Credit, Residential Mortgages, Credit Derivatives, Treasury, FX Options, Options, US Treasuries, Series 7, Series 63, Series 24
Education
Skidmore College 1996 — 2000
Bachelor of Science (BS), Finance and Economics
Skidmore College 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Jack Maple's Wachovia Experience October 2007 - July 2008
Job Managing Director
Industry Financial Services
Experience
Atlas Holdings International July 2008 - Present
Maple Tree Marketing Services July 2008 - Present
Wachovia October 2007 - July 2008
American Home Mortgage 2006 - 2007
Countrywide Home Loans 2001 - 2005
Health Net August 1993 - August 1994
Skills
Real Estate, Investment Properties, Loans, Asset Managment, Real Estate Economics, Asset Management, Financial Structuring, Mortgage Lending, Leases, Real Estate Transactions, Start-ups, Due Diligence, Residential Homes, Land Acquisition, Management, Commercial Real Estate, Property Management, Selling, Property, Financial Modeling, Portfolio Management, Real Estate Development, Credit Analysis, Location Intelligence, Private Equity, Investments, Sales, Real Estate Financing, Investors, Negotiation, Finance, Feasibility Studies, Valuation, Sellers, Corporate Finance, Mergers & Acquisitions, Corporate Real Estate, Loan Origination, Brokerage, Structured Finance, Rentals, International Real..., Capital Markets, Appraisals, Investment Banking, Market Analysis, Disposition, Joint Ventures, Funding
Education
San Joaquin Delta College 1986 — 1992
Business, Real Estate
Atlas Holdings International July 2008 - Present
Maple Tree Marketing Services July 2008 - Present
Wachovia October 2007 - July 2008
American Home Mortgage 2006 - 2007
Countrywide Home Loans 2001 - 2005
Health Net August 1993 - August 1994
Skills
Real Estate, Investment Properties, Loans, Asset Managment, Real Estate Economics, Asset Management, Financial Structuring, Mortgage Lending, Leases, Real Estate Transactions, Start-ups, Due Diligence, Residential Homes, Land Acquisition, Management, Commercial Real Estate, Property Management, Selling, Property, Financial Modeling, Portfolio Management, Real Estate Development, Credit Analysis, Location Intelligence, Private Equity, Investments, Sales, Real Estate Financing, Investors, Negotiation, Finance, Feasibility Studies, Valuation, Sellers, Corporate Finance, Mergers & Acquisitions, Corporate Real Estate, Loan Origination, Brokerage, Structured Finance, Rentals, International Real..., Capital Markets, Appraisals, Investment Banking, Market Analysis, Disposition, Joint Ventures, Funding
Education
San Joaquin Delta College 1986 — 1992
Business, Real Estate
Fred Dean Fred Dean's Wachovia Experience 2007 - 2008
Job Seasoned Project Manager/Business Analyst
Industry Financial Services
Experience
USDA 2010 - 2012
PJM Interconnection 2010 - 2010
TD Bank Group 2008 - 2009
BSA Strategies 2008 - 2008
Wachovia 2007 - 2008
USDA 2002 - 2007
TransAtlantic Bank 2002 - 2002
Washington Mutual 2001 - 2001
Silicon Valley Bank 2000 - 2001
Lante 2000 - 2000
Skills
Treasury Management..., Microsoft SharePoint, Microsoft Project, Microsoft Project..., Microsoft Word, HP Quality Center, RUP (Rational Unified..., SDLC, Use Cases, User Acceptance Testing, SDLC (Software..., Training, Requirements Management, PMO, Microsoft Access, Microsoft Excel, Data Mining, Microsoft Visio, GAAP, Microsoft PowerPoint, MS Project, Visio, SharePoint, PowerPoint, Process Improvement, Banking, Analysis, Quality Center, Vendor Management, Requirements Analysis, Access, Databases, Business Process, Business Requirements, CRM, Data Warehousing, IT Strategy, Project Management, Management, Project Portfolio..., SAP, Finance
Education
University of Alabama 1979 — 1981
BS, Corporate Finance, 3.7
Samford University 1977 — 1979
N/A, Undeclared
USDA 2010 - 2012
PJM Interconnection 2010 - 2010
TD Bank Group 2008 - 2009
BSA Strategies 2008 - 2008
Wachovia 2007 - 2008
USDA 2002 - 2007
TransAtlantic Bank 2002 - 2002
Washington Mutual 2001 - 2001
Silicon Valley Bank 2000 - 2001
Lante 2000 - 2000
Skills
Treasury Management..., Microsoft SharePoint, Microsoft Project, Microsoft Project..., Microsoft Word, HP Quality Center, RUP (Rational Unified..., SDLC, Use Cases, User Acceptance Testing, SDLC (Software..., Training, Requirements Management, PMO, Microsoft Access, Microsoft Excel, Data Mining, Microsoft Visio, GAAP, Microsoft PowerPoint, MS Project, Visio, SharePoint, PowerPoint, Process Improvement, Banking, Analysis, Quality Center, Vendor Management, Requirements Analysis, Access, Databases, Business Process, Business Requirements, CRM, Data Warehousing, IT Strategy, Project Management, Management, Project Portfolio..., SAP, Finance
Education
University of Alabama 1979 — 1981
BS, Corporate Finance, 3.7
Samford University 1977 — 1979
N/A, Undeclared
Jon DuPuy Jon DuPuy's Wachovia Experience September 1992 - December 1998
Job Practice Development Manager at CareCredit
Industry Medical Practice
Experience
GE Capital December 2006 - June 2015
On Call Medical September 2005 - December 2006
Schering-Plough Pharmaceuticals August 2000 - September 2005
Nelson Communications October 1999 - August 2000
TissueNet, Allograft Tissue Specialists January 1999 - September 1999
Wachovia September 1992 - December 1998
US Navy September 1986 - September 1992
Skills
Medical Devices, Managed Care, Healthcare, Capital Equipment, Pharmaceutical Sales, Sales Management, Hospitals, Sales Process, Training, Leadership, Sales, Business Development, Product Launch, Sales Operations, Start-ups, Selling, Marketing, Account Management
Education
University of Central Florida - College of Business Administration 1994 — 1996
BS, Management
Santa Fe Community College 1992 — 1994
AA, General
Buchholz high school 1982 — 1986
General Studies
GE Capital December 2006 - June 2015
On Call Medical September 2005 - December 2006
Schering-Plough Pharmaceuticals August 2000 - September 2005
Nelson Communications October 1999 - August 2000
TissueNet, Allograft Tissue Specialists January 1999 - September 1999
Wachovia September 1992 - December 1998
US Navy September 1986 - September 1992
Skills
Medical Devices, Managed Care, Healthcare, Capital Equipment, Pharmaceutical Sales, Sales Management, Hospitals, Sales Process, Training, Leadership, Sales, Business Development, Product Launch, Sales Operations, Start-ups, Selling, Marketing, Account Management
Education
University of Central Florida - College of Business Administration 1994 — 1996
BS, Management
Santa Fe Community College 1992 — 1994
AA, General
Buchholz high school 1982 — 1986
General Studies
Rob Wachter's Wachovia Experience January 2000 - March 2004
Job Broker / REALTOR, SRES at The Wachter Group at Keller Williams
Industry Real Estate
Experience
Keller Williams Realty, Charlotte - University August 2014 - Present
Wachter Management LLC December 2008 - Present
Venture Realty LLC February 2013 - August 2014
SeedAmerica January 2008 - December 2008
Skyline Cleaners March 2004 - January 2008
Wachovia January 2000 - March 2004
Bank of America 1997 - 1999
Skills
Management, Strategy, Real Estate, Real Estate Financing, Residential Mortgages, Reverse Mortgages, Sales, Marketing, Social Media Marketing, Online Marketing, Online Lead Generation, Seniors, Senior Real Estate, Customer Satisfaction, Referral Networking, Program Management, CRM, Residential Homes, Business Development, Entrepreneurship, Sellers, Negotiation, Sales Process, Training, Finance, Small Business, Foreclosures, Coaching, Mortgage Lending, Mergers & Acquisitions, Investments, Loans, Banking, Commercial Real Estate, Credit, Leadership, Investment Properties, Buyers, Selling, Property, Real Property, Referrals, FHA, Refinance, First Time Home Buyers, Investors, Mortgage Banking, REO, Real Estate Transactions, Short Sales
Education
Skidmore College 1988 — 1992
Bachelor of Arts (B.A.), Business Administration and Management, General
Hackley
Keller Williams Realty, Charlotte - University August 2014 - Present
Wachter Management LLC December 2008 - Present
Venture Realty LLC February 2013 - August 2014
SeedAmerica January 2008 - December 2008
Skyline Cleaners March 2004 - January 2008
Wachovia January 2000 - March 2004
Bank of America 1997 - 1999
Skills
Management, Strategy, Real Estate, Real Estate Financing, Residential Mortgages, Reverse Mortgages, Sales, Marketing, Social Media Marketing, Online Marketing, Online Lead Generation, Seniors, Senior Real Estate, Customer Satisfaction, Referral Networking, Program Management, CRM, Residential Homes, Business Development, Entrepreneurship, Sellers, Negotiation, Sales Process, Training, Finance, Small Business, Foreclosures, Coaching, Mortgage Lending, Mergers & Acquisitions, Investments, Loans, Banking, Commercial Real Estate, Credit, Leadership, Investment Properties, Buyers, Selling, Property, Real Property, Referrals, FHA, Refinance, First Time Home Buyers, Investors, Mortgage Banking, REO, Real Estate Transactions, Short Sales
Education
Skidmore College 1988 — 1992
Bachelor of Arts (B.A.), Business Administration and Management, General
Hackley
Robert Glenn Matthias Robert Glenn Matthias's Wachovia Experience 2005 - 2007
Job SQL Server SSRS Developer
Industry Information Technology and Services
Experience
IBC Bank August 2011 - Present
Wachovia 2005 - 2007
World Savings 2001 - 2004
World Savings 2000 - 2001
World Savings 1996 - 2000
Skills
Management, Leadership, Microsoft SQL Server, Banking, Software Documentation, Databases, Mortgage Lending, Training, Loans, SQL, Team Leadership, Credit, Business Process, Data Modeling, Risk Management, Sales, Loan Origination, Visual Basic, Process Improvement, SSRS
Education
New Horizons San Antonio 2010 — 2010
SQl Server 2008 R2, Crystal Reports
San Antonio College 2008 — 2010
AAS, Database Specialist
Cal Poly-San Luis Obispo 1985 — 1989
BS, Economics
IBC Bank August 2011 - Present
Wachovia 2005 - 2007
World Savings 2001 - 2004
World Savings 2000 - 2001
World Savings 1996 - 2000
Skills
Management, Leadership, Microsoft SQL Server, Banking, Software Documentation, Databases, Mortgage Lending, Training, Loans, SQL, Team Leadership, Credit, Business Process, Data Modeling, Risk Management, Sales, Loan Origination, Visual Basic, Process Improvement, SSRS
Education
New Horizons San Antonio 2010 — 2010
SQl Server 2008 R2, Crystal Reports
San Antonio College 2008 — 2010
AAS, Database Specialist
Cal Poly-San Luis Obispo 1985 — 1989
BS, Economics
Rod Silverthorne Rod Silverthorne's Wachovia Experience 2007 - 2008
Job Consultant at Citisoft
Industry Information Technology and Services
Experience
Citisoft May 2013 - Present
Arev Consulting 2009 - Present
Thomson Reuters October 2009 - November 2012
Accenture 2005 - September 2009
Wachovia 2007 - 2008
Deutsche Bank Securities 2004 - 2005
Telerate 2001 - 2004
Manulife Financial November 2000 - November 2001
Reuters 1997 - 2000
Nesbitt Burns 1993 - 1997
Skills
FX Options, Money Market, Market Data, Settlement, Requirements Gathering, Investment Banking, Fixed Income, Financial Markets, Derivatives, Equities, Business Process Design, SDLC, Process Improvement, Asset Management, Business Requirements, Data Quality, Business Analysis, Asset Managment, Requirements Analysis, Reference Data, Data Analysis, Capital Markets
Education
Sheridan College 2011 — 2011
Spanish Language and Literature
Wilfrid Laurier University 1989 — 1992
BA, Economics
Delhi 1983 — 1991
Citisoft May 2013 - Present
Arev Consulting 2009 - Present
Thomson Reuters October 2009 - November 2012
Accenture 2005 - September 2009
Wachovia 2007 - 2008
Deutsche Bank Securities 2004 - 2005
Telerate 2001 - 2004
Manulife Financial November 2000 - November 2001
Reuters 1997 - 2000
Nesbitt Burns 1993 - 1997
Skills
FX Options, Money Market, Market Data, Settlement, Requirements Gathering, Investment Banking, Fixed Income, Financial Markets, Derivatives, Equities, Business Process Design, SDLC, Process Improvement, Asset Management, Business Requirements, Data Quality, Business Analysis, Asset Managment, Requirements Analysis, Reference Data, Data Analysis, Capital Markets
Education
Sheridan College 2011 — 2011
Spanish Language and Literature
Wilfrid Laurier University 1989 — 1992
BA, Economics
Delhi 1983 — 1991
Mary J F O'Connor's Wachovia Experience January 2000 - June 2003
Job Executive Assistant to Wholesale & Marketing Teams at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank June 2012 - Present
Wells Fargo Bank January 2004 - June 2012
Wells fargo bank 1988 - 2011
Wachovia, A Wells Fargo Company April 1988 - November 2010
Wachovia January 2000 - June 2003
Wachovia A Wells Fargo Company June 1995 - December 1999
Skills
Commercial Banking, Banking, Mergers, Credit Risk, Sales, Process Improvement, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Publisher, Project Management, System Conversion, Mentoring, Supervising, Recruiting, Interview Preparation, New Hire Orientations, Mergers & Acquisitions, CRM, Risk Management
Education
UCF Continuing Education 2014 — 2014
Project Management, PMP Certification from UCF CE
Seminole State College of Florida 2008 — 2018
Business Administration and General Operations Management, undergraduate
Fifth Third Bank June 2012 - Present
Wells Fargo Bank January 2004 - June 2012
Wells fargo bank 1988 - 2011
Wachovia, A Wells Fargo Company April 1988 - November 2010
Wachovia January 2000 - June 2003
Wachovia A Wells Fargo Company June 1995 - December 1999
Skills
Commercial Banking, Banking, Mergers, Credit Risk, Sales, Process Improvement, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Publisher, Project Management, System Conversion, Mentoring, Supervising, Recruiting, Interview Preparation, New Hire Orientations, Mergers & Acquisitions, CRM, Risk Management
Education
UCF Continuing Education 2014 — 2014
Project Management, PMP Certification from UCF CE
Seminole State College of Florida 2008 — 2018
Business Administration and General Operations Management, undergraduate
Rob Dermody's Wachovia Experience July 2004 - February 2008
Job Consumer Underwriter for Police Fire Credit Union
Industry Financial Services
Experience
Long & Foster Companies February 2010 - October 2011
Wells Fargo Financial 2010 - 2011
Wachovia July 2004 - February 2008
Skills
Investment Properties, FHA, First Time Home Buyers, Mortgage Lending, Real Estate, Short Sales, Banking, Mortgage Banking, Real Estate Economics, Refinance, Residential Mortgages, Credit Analysis, Loan Origination, Credit, Loans
Education
San Diego State University-California State University 1998 — 2001
BA, Graphic Design
Mt. Carmel High School
Long & Foster Companies February 2010 - October 2011
Wells Fargo Financial 2010 - 2011
Wachovia July 2004 - February 2008
Skills
Investment Properties, FHA, First Time Home Buyers, Mortgage Lending, Real Estate, Short Sales, Banking, Mortgage Banking, Real Estate Economics, Refinance, Residential Mortgages, Credit Analysis, Loan Origination, Credit, Loans
Education
San Diego State University-California State University 1998 — 2001
BA, Graphic Design
Mt. Carmel High School
Patricia Regan Patricia Regan's Wachovia Experience October 2007 - October 2008
Job The Regan Team Home Loan Group
Industry Real Estate
Experience
Stearns Lending January 2012 - Present
MetLife Home Loans August 2011 - January 2012
Prospect Mortgage, LLC February 2011 - August 2011
Mason-McDuffie Mortgage March 2010 - February 2011
Bank of America October 2008 - March 2010
Wachovia October 2007 - October 2008
World Savings November 2001 - October 2007
Skills
USDA, FHA, Refinance, Loans, Mortgage Lending, Residential Mortgages, Short Sales, First Time Home Buyers, Loan Origination, FHA financing
Education
Santa Rosa Junior College 2000 — 2005
AA, Anatomy, Economics, Physics, Real Estate Law
Stearns Lending January 2012 - Present
MetLife Home Loans August 2011 - January 2012
Prospect Mortgage, LLC February 2011 - August 2011
Mason-McDuffie Mortgage March 2010 - February 2011
Bank of America October 2008 - March 2010
Wachovia October 2007 - October 2008
World Savings November 2001 - October 2007
Skills
USDA, FHA, Refinance, Loans, Mortgage Lending, Residential Mortgages, Short Sales, First Time Home Buyers, Loan Origination, FHA financing
Education
Santa Rosa Junior College 2000 — 2005
AA, Anatomy, Economics, Physics, Real Estate Law
Bhavesh Tailor Bhavesh Tailor's Wachovia Experience January 1998 - Present
Job VP at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2015 - Present
Wachovia January 1998 - Present
Broadway & Seymour May 1995 - December 1997
Skills
Databases, Database Design, Oracle, Data Warehousing, Microsoft SQL Server, Relational Databases, MySQL, Business Analysis, PL/SQL, SDLC, SQL, Enterprise Architecture, SOA, ETL, Agile Methodologies, Requirements Analysis, Software Project..., SSIS, Database Administration, Business Intelligence, Data Modeling, SSRS, Teradata, MongoDB, Hive
Education
University of North Carolina at Charlotte 1993 — 1995
MSME, Mechnanical Engineering
Sardar Patel University 1987 — 1991
BE, Mechanical Engineering
Wells Fargo June 2015 - Present
Wachovia January 1998 - Present
Broadway & Seymour May 1995 - December 1997
Skills
Databases, Database Design, Oracle, Data Warehousing, Microsoft SQL Server, Relational Databases, MySQL, Business Analysis, PL/SQL, SDLC, SQL, Enterprise Architecture, SOA, ETL, Agile Methodologies, Requirements Analysis, Software Project..., SSIS, Database Administration, Business Intelligence, Data Modeling, SSRS, Teradata, MongoDB, Hive
Education
University of North Carolina at Charlotte 1993 — 1995
MSME, Mechnanical Engineering
Sardar Patel University 1987 — 1991
BE, Mechanical Engineering
VonGretchen C. Nelson VonGretchen C. Nelson's Wachovia Experience November 1999 - January 2001
Job Senior Executive Recruiter, Diversity & Inclusion Professional and ERG Steering Committee Rep at The Nature Conservancy
Industry Nonprofit Organization Management
Experience
The Nature Conservancy June 2015 - Present
The Nature Conservancy June 2008 - Present
Pfizer, Inc October 2007 - June 2008
Various Companies June 1997 - May 2008
Yellowpages.com January 2007 - August 2007
ADP November 2006 - July 2007
Prudential Financial February 2001 - September 2002
Wachovia November 1999 - January 2001
Skills
Executive Search, Technical Recruiting, College Relations, Internships, Career Advising, Mock Interviews, Networking Strategies, Interview Coaching, Career Assessment, Resume Writing, Resume Mining, Diversity Training, Diversity Strategy, Diversity Recruitment, Diversity, Affirmative Action, EEO compliance, Job Posting, New Employee Orientation, Recruiting, Strategy, New Hire Orientations, Training, Career Counseling, Sourcing, Public Speaking, Job Coaching, Personnel Management, Resume, Human Resources, Onboarding, Talent Management, Job Scanning, Interviews, Leadership, Succession Planning, Performance Management, College, Talent Acquisition, Program Management, HR Policies, Technical Presentations, Management, Policy, Training Management, Technical Translation, Management Training..., Gender Equality, Diversity & Inclusion, Policy Analysis
Education
Walden University 2013 — 2015
Master's degree
South Carolina State University 1993 — 1997
BS
Sumter High School 1989 — 1993
The Nature Conservancy June 2015 - Present
The Nature Conservancy June 2008 - Present
Pfizer, Inc October 2007 - June 2008
Various Companies June 1997 - May 2008
Yellowpages.com January 2007 - August 2007
ADP November 2006 - July 2007
Prudential Financial February 2001 - September 2002
Wachovia November 1999 - January 2001
Skills
Executive Search, Technical Recruiting, College Relations, Internships, Career Advising, Mock Interviews, Networking Strategies, Interview Coaching, Career Assessment, Resume Writing, Resume Mining, Diversity Training, Diversity Strategy, Diversity Recruitment, Diversity, Affirmative Action, EEO compliance, Job Posting, New Employee Orientation, Recruiting, Strategy, New Hire Orientations, Training, Career Counseling, Sourcing, Public Speaking, Job Coaching, Personnel Management, Resume, Human Resources, Onboarding, Talent Management, Job Scanning, Interviews, Leadership, Succession Planning, Performance Management, College, Talent Acquisition, Program Management, HR Policies, Technical Presentations, Management, Policy, Training Management, Technical Translation, Management Training..., Gender Equality, Diversity & Inclusion, Policy Analysis
Education
Walden University 2013 — 2015
Master's degree
South Carolina State University 1993 — 1997
BS
Sumter High School 1989 — 1993
Scott diBello's Wachovia Experience 2005 - 2008
Job at R3 Group
Industry Financial Services
Experience
Aramark 2014 - Present
R3 Group "Recover, Recycle, Reuse" 2010 - Present
Plan-It Interactive 2008 - August 2010
Wachovia 2005 - 2008
Mak World Media 2002 - 2005
Skills
Sustainability, Team Building, Water, Event Planning, Leadership, Strategy, Product Development, Event Management, Corporate Events, Management, Gas, Strategic Planning, Biofuels, Meeting Planning, Marketing, Sales, Time Management, Budgets, Entrepreneurship, Contract Negotiation, Hospitality, Public Relations, Social Media Marketing, Trade Shows, Social Networking
Education
San Diego State University-California State University
Kinesiology
Aramark 2014 - Present
R3 Group "Recover, Recycle, Reuse" 2010 - Present
Plan-It Interactive 2008 - August 2010
Wachovia 2005 - 2008
Mak World Media 2002 - 2005
Skills
Sustainability, Team Building, Water, Event Planning, Leadership, Strategy, Product Development, Event Management, Corporate Events, Management, Gas, Strategic Planning, Biofuels, Meeting Planning, Marketing, Sales, Time Management, Budgets, Entrepreneurship, Contract Negotiation, Hospitality, Public Relations, Social Media Marketing, Trade Shows, Social Networking
Education
San Diego State University-California State University
Kinesiology
Negar Marashi Negar Marashi's Wachovia Experience February 2007 - December 2007
Job Coaching/Sales/Operations Professional
Industry Banking
Experience
Citibank February 2009 - July 2012
Wachovia February 2007 - December 2007
World Savings Bank May 2006 - February 2007
World Savings Bank November 2004 - May 2006
World Savings Bank October 2002 - November 2004
World Savings Bank January 2002 - October 2002
World Savings January 2001 - January 2002
Skills
Leadership, Training, Recruiting, Management, Leadership Development, Human Resources, Coaching, Employee Engagement, Sales, Sourcing, Banking, Project Planning, Team Building, Customer Service, Sales Operations, Hiring, Time Management, Performance Management, Teamwork, Mergers & Acquisitions, Interviews, Finance, Vendor Management, Employee Relations, Business Development, Strategy, Talent Management, CRM, Executive Management, Relationship Management, Risk Management, Financial Services, Credit, Call Centers, Talent Acquisition
Education
San Francisco State University 1992 — 1996
BS
Citibank February 2009 - July 2012
Wachovia February 2007 - December 2007
World Savings Bank May 2006 - February 2007
World Savings Bank November 2004 - May 2006
World Savings Bank October 2002 - November 2004
World Savings Bank January 2002 - October 2002
World Savings January 2001 - January 2002
Skills
Leadership, Training, Recruiting, Management, Leadership Development, Human Resources, Coaching, Employee Engagement, Sales, Sourcing, Banking, Project Planning, Team Building, Customer Service, Sales Operations, Hiring, Time Management, Performance Management, Teamwork, Mergers & Acquisitions, Interviews, Finance, Vendor Management, Employee Relations, Business Development, Strategy, Talent Management, CRM, Executive Management, Relationship Management, Risk Management, Financial Services, Credit, Call Centers, Talent Acquisition
Education
San Francisco State University 1992 — 1996
BS
Mendy Owens's Wachovia Experience February 2004 - March 2008
Job Student Financial Aid Administrator and Elite Leader at Magnabilities Independent Consultant
Industry Marketing and Advertising
Experience
Choice High School and Technical Center October 2013 - Present
Magnabilities Independent Consultant November 2012 - Present
Dugan Bliss & Assoc., Inc. June 2011 - January 2014
Fin Aid Industry March 2010 - July 2011
A division of PNC Bank April 2009 - April 2010
National City Bank September 2008 - August 2009
Wachovia February 2004 - March 2008
Financial Aid Services 2008 - 2008
Office of Student Financial Assistance 2001 - 2004
Skills
Consultative Selling, Salesforce.com, Customer Relations, Account Management, New Business Development, Sales Management, Customer Service, Problem Solving, B2B, Business Development, Leadership, Management, Sales, Sales Operations, Sales Process, Social Media Marketing, Student Financial Aid, Team Building, Coaching, Marketing, Marketing Strategy, Selling, Program Management
Education
Okaloosa Walton Community College 1992 — 1994
Associate's Degree
Southeastern Louisiana University 1976 — 1977
Broadmoor Senior High 1975 — 1976
High School
Niceville Senior High School 1973 — 1975
Choice High School and Technical Center October 2013 - Present
Magnabilities Independent Consultant November 2012 - Present
Dugan Bliss & Assoc., Inc. June 2011 - January 2014
Fin Aid Industry March 2010 - July 2011
A division of PNC Bank April 2009 - April 2010
National City Bank September 2008 - August 2009
Wachovia February 2004 - March 2008
Financial Aid Services 2008 - 2008
Office of Student Financial Assistance 2001 - 2004
Skills
Consultative Selling, Salesforce.com, Customer Relations, Account Management, New Business Development, Sales Management, Customer Service, Problem Solving, B2B, Business Development, Leadership, Management, Sales, Sales Operations, Sales Process, Social Media Marketing, Student Financial Aid, Team Building, Coaching, Marketing, Marketing Strategy, Selling, Program Management
Education
Okaloosa Walton Community College 1992 — 1994
Associate's Degree
Southeastern Louisiana University 1976 — 1977
Broadmoor Senior High 1975 — 1976
High School
Niceville Senior High School 1973 — 1975
Brian Melsheimer Brian Melsheimer's Wachovia Experience March 2003 - November 2008
Job Owner / Certified Residential Appraiser at Sierra Nevada Appraisal Group
Industry Real Estate
Experience
Sierra Nevada Appraisal Group November 2008 - Present
Wachovia March 2003 - November 2008
Education
Sonoma State University 1998 — 2002
BS, Economics
Sierra Nevada Appraisal Group November 2008 - Present
Wachovia March 2003 - November 2008
Education
Sonoma State University 1998 — 2002
BS, Economics
Kathy Mills Kathy Mills's Wachovia Experience March 1997 - November 2004
Job Credit Union Student Choice
Industry Higher Education
Experience
Credit Union Student Choice March 2014 - Present
Lincoln College of Technology (formerly Southwestern College) June 2010 - December 2013
USA Funds Services May 2007 - May 2010
Sallie Mae 2004 - 2006
Chase Education First 2004 - 2005
Wachovia March 1997 - November 2004
Wachovia Education Finance 1997 - 2004
Skills
Leadership, Strategic Planning, Student Financial Aid, Salesforce.com, Account Management, Business Development, Enrollment Management, Resume Writing, Team Building, Public Relations, Campus, Public Speaking, Staff Development, Research, Selling, Call Center, Budgets, Leadership Development, Lead Generation, Project Management, CRM, Sales Management, Event Planning, Cold Calling, Fundraising, Non-profits, Higher Education, Customer Retention, Student Affairs, Process Improvement, Social Media, Marketing Communications, Microsoft Excel, Finance, Financial Services, Credit, Admissions, Community Outreach, Employee Training, Recruiting, Management, Sales Process, Loans, Marketing, Team Leadership, Solution Selling, Marketing Strategy, New Business Development, Coaching, Microsoft Office
Education
Sinclair Community College
Credit Union Student Choice March 2014 - Present
Lincoln College of Technology (formerly Southwestern College) June 2010 - December 2013
USA Funds Services May 2007 - May 2010
Sallie Mae 2004 - 2006
Chase Education First 2004 - 2005
Wachovia March 1997 - November 2004
Wachovia Education Finance 1997 - 2004
Skills
Leadership, Strategic Planning, Student Financial Aid, Salesforce.com, Account Management, Business Development, Enrollment Management, Resume Writing, Team Building, Public Relations, Campus, Public Speaking, Staff Development, Research, Selling, Call Center, Budgets, Leadership Development, Lead Generation, Project Management, CRM, Sales Management, Event Planning, Cold Calling, Fundraising, Non-profits, Higher Education, Customer Retention, Student Affairs, Process Improvement, Social Media, Marketing Communications, Microsoft Excel, Finance, Financial Services, Credit, Admissions, Community Outreach, Employee Training, Recruiting, Management, Sales Process, Loans, Marketing, Team Leadership, Solution Selling, Marketing Strategy, New Business Development, Coaching, Microsoft Office
Education
Sinclair Community College
Glenn Brendel Glenn Brendel's Wachovia Experience October 2007 - June 2009
Job Sr. Systems Integration Engineer at CSC
Industry Information Technology and Services
Experience
CSC April 2011 - Present
Scottrade June 2010 - April 2011
Wachovia October 2007 - June 2009
A.G. Edwards 2005 - October 2007
A.G. Edwards 2003 - 2005
A.G. Edwards 1999 - 2003
TriCor 1996 - 1998
Emerson Electric Co. 1991 - 1995
Emerson Electric Co. 1991 - 1995
Skills
Servers, Enterprise Architecture, Disaster Recovery, ITIL, Integration, System Administration, Agile Methodologies, Solution Architecture, Unix, Enterprise Software, Solaris, Project Management, Software Documentation, Storage, SDLC, Infrastructure, Data Center
Education
Southern Illinois University, Edwardsville 1980 — 1984
Bachelor of Science
VMware vSphere 4: Install, Configure, Manage
EMC Clariion Performance Workshop
EMC DiskXtender for Windows
EMC Proven Professional Certification
Assoc. - Information Storage and Management
EMC Storage Technology Foundations
EMC Symmetrix Performance Workshop
Implementing Cisco Storage Networking Solutions
EMC Centerra CAS Management
Oracle Workshop
CSC April 2011 - Present
Scottrade June 2010 - April 2011
Wachovia October 2007 - June 2009
A.G. Edwards 2005 - October 2007
A.G. Edwards 2003 - 2005
A.G. Edwards 1999 - 2003
TriCor 1996 - 1998
Emerson Electric Co. 1991 - 1995
Emerson Electric Co. 1991 - 1995
Skills
Servers, Enterprise Architecture, Disaster Recovery, ITIL, Integration, System Administration, Agile Methodologies, Solution Architecture, Unix, Enterprise Software, Solaris, Project Management, Software Documentation, Storage, SDLC, Infrastructure, Data Center
Education
Southern Illinois University, Edwardsville 1980 — 1984
Bachelor of Science
VMware vSphere 4: Install, Configure, Manage
EMC Clariion Performance Workshop
EMC DiskXtender for Windows
EMC Proven Professional Certification
Assoc. - Information Storage and Management
EMC Storage Technology Foundations
EMC Symmetrix Performance Workshop
Implementing Cisco Storage Networking Solutions
EMC Centerra CAS Management
Oracle Workshop
K. Stacey Jenkins, MCP, MCAD K. Stacey Jenkins, MCP, MCAD's Wachovia Experience December 2004 - September 2008
Job Software Developer at IBC Bank
Industry Information Services
Experience
IBC Bank January 2014 - Present
Wells Fargo October 2013 - December 2013
Currently Unemployed August 2013 - October 2013
E J Ward June 2010 - September 2013
Tower Life Insurance Company October 2008 - April 2010
Wachovia December 2004 - September 2008
Skills
Microsoft SQL Server, .NET, ORACLE, Web Services, VB.NET, JavaScript, WCF, Windows, Agile Methodologies, Windows Servics, SDLC, IIS, Software Engineering, T-SQL, SSIS, Requirements Analysis
Education
San Antonio College 1975 — 1992
Computer Programming
IBC Bank January 2014 - Present
Wells Fargo October 2013 - December 2013
Currently Unemployed August 2013 - October 2013
E J Ward June 2010 - September 2013
Tower Life Insurance Company October 2008 - April 2010
Wachovia December 2004 - September 2008
Skills
Microsoft SQL Server, .NET, ORACLE, Web Services, VB.NET, JavaScript, WCF, Windows, Agile Methodologies, Windows Servics, SDLC, IIS, Software Engineering, T-SQL, SSIS, Requirements Analysis
Education
San Antonio College 1975 — 1992
Computer Programming
Dan Mahler Dan Mahler's Wachovia Experience 2005 - 2008
Job Manager at Beyond the Glory Sports Bar and Grill
Industry Consumer Services
Experience
Beyond the Glory 2008 - Present
Wachovia 2005 - 2008
Freelance 2003 - 2007
SSU Instructional Tech. Center 2002 - 2003
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Strategic Planning, Team Building, PowerPoint, Sales, Sales Management, Public Speaking, Social Media, New Business Development, Negotiation, Coaching, Outlook
Education
Sonoma State University 1998 — 2003
Bachelor of Arts (BA), Communication and Media Studies
Beyond the Glory 2008 - Present
Wachovia 2005 - 2008
Freelance 2003 - 2007
SSU Instructional Tech. Center 2002 - 2003
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Strategic Planning, Team Building, PowerPoint, Sales, Sales Management, Public Speaking, Social Media, New Business Development, Negotiation, Coaching, Outlook
Education
Sonoma State University 1998 — 2003
Bachelor of Arts (BA), Communication and Media Studies
Kevin McClellan Kevin McClellan's Wachovia Experience September 2007 - October 2008
Job General Mgr. at JR Construction
Industry Financial Services
Experience
JR Construction Market ManagerCapital PartnersOctober 2010 - June 2012
JPMorganChase November 2009 - January 2011
Avadium October 2008 - October 2009
Wachovia September 2007 - October 2008
Accredited Home Lenders April 2007 - October 2007
Accredited Home Lenders February 2004 - April 2007
Top Line Applications July 1994 - October 2002
Skills
Asset Based Lending, Loans, Sales, Cash Flow, Underwriting, Capital Markets, Finance, New Business Development, Strategic Financial..., Small Business Lending, FHA, Financial Risk, Business Development, Commercial Banking, Credit, Factoring, Private Equity, Restructuring, Account Management, Mortgage Lending, Commercial Lending, Customer Service, Accounts Receivable, Mergers & Acquisitions, Credit Analysis, Cash Flow Lending, Funding
Education
San Jose State University 1990 — 1992
Environmental Studies -Hazardous materials emphasis
Homestead High School
JR Construction Market ManagerCapital PartnersOctober 2010 - June 2012
JPMorganChase November 2009 - January 2011
Avadium October 2008 - October 2009
Wachovia September 2007 - October 2008
Accredited Home Lenders April 2007 - October 2007
Accredited Home Lenders February 2004 - April 2007
Top Line Applications July 1994 - October 2002
Skills
Asset Based Lending, Loans, Sales, Cash Flow, Underwriting, Capital Markets, Finance, New Business Development, Strategic Financial..., Small Business Lending, FHA, Financial Risk, Business Development, Commercial Banking, Credit, Factoring, Private Equity, Restructuring, Account Management, Mortgage Lending, Commercial Lending, Customer Service, Accounts Receivable, Mergers & Acquisitions, Credit Analysis, Cash Flow Lending, Funding
Education
San Jose State University 1990 — 1992
Environmental Studies -Hazardous materials emphasis
Homestead High School
Kelley Doherty Kelley Doherty's Wachovia Experience November 2007 - January 2009
Job Retired
Industry Financial Services
Experience
Wells Fargo January 2009 - September 2012
Wachovia November 2007 - January 2009
Wachovia Bank 2007 - 2008
Bank of America 2004 - 2007
Bank of America 2001 - 2003
Bank of America 1998 - 2001
Bank of America 1997 - 1998
Charles Schwab 1996 - 1997
Charles Schwab 1991 - 1996
Skills
Asset Managment, Portfolio Management, Series 7, Financial Services, Wealth Management, Series 63, Business Strategy, Banking, Asset Allocation, Asset Management, Vendor Management, Finance, Leadership, Retirement, E-commerce, Securities, Management, Relationship Management, Investments, Mutual Funds, Equities
Education
San Francisco State University 1988 — 1992
MBA, BA, BA, Psychology, Business, English
Wells Fargo January 2009 - September 2012
Wachovia November 2007 - January 2009
Wachovia Bank 2007 - 2008
Bank of America 2004 - 2007
Bank of America 2001 - 2003
Bank of America 1998 - 2001
Bank of America 1997 - 1998
Charles Schwab 1996 - 1997
Charles Schwab 1991 - 1996
Skills
Asset Managment, Portfolio Management, Series 7, Financial Services, Wealth Management, Series 63, Business Strategy, Banking, Asset Allocation, Asset Management, Vendor Management, Finance, Leadership, Retirement, E-commerce, Securities, Management, Relationship Management, Investments, Mutual Funds, Equities
Education
San Francisco State University 1988 — 1992
MBA, BA, BA, Psychology, Business, English
Jose J. Ramirez Jose J. Ramirez's Wachovia Experience October 2002 - February 2009
Job Analytics Consultant at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank May 2010 - Present
WebPageJr January 2002 - Present
Residential Valuation Services, a Wells Fargo Company February 2009 - May 2010
Wachovia October 2002 - February 2009
FEMA July 2002 - October 2002
USAA October 1998 - September 2001
Texas State University May 1998 - December 1998
Skills
Mortgage Lending, Management, Leadership, Foreclosures, Sales, Banking, FHA, Loans, REO, Training
Education
St. Mary's University 1999 — 2001
MS, Computer Information Systems
Texas State University 1993 — 1998
BBA, Computer Information Systems
San Antonio College 1990 — 1992
AAS, Computer Applications Design
San Antonio College 1989 — 1991
AAS, Computer Programming
Wells Fargo Bank May 2010 - Present
WebPageJr January 2002 - Present
Residential Valuation Services, a Wells Fargo Company February 2009 - May 2010
Wachovia October 2002 - February 2009
FEMA July 2002 - October 2002
USAA October 1998 - September 2001
Texas State University May 1998 - December 1998
Skills
Mortgage Lending, Management, Leadership, Foreclosures, Sales, Banking, FHA, Loans, REO, Training
Education
St. Mary's University 1999 — 2001
MS, Computer Information Systems
Texas State University 1993 — 1998
BBA, Computer Information Systems
San Antonio College 1990 — 1992
AAS, Computer Applications Design
San Antonio College 1989 — 1991
AAS, Computer Programming
Mike Newhouse Mike Newhouse's Wachovia Experience July 2008 - March 2009
Job Solutions Architect at Datalink
Industry Information Technology and Services
Experience
Datalink August 2009 - Present
Wachovia July 2008 - March 2009
Wachovia, A Wells Fargo Company 2007 - 2009
Wachovia January 2007 - June 2008
World Savings November 2005 - January 2007
World Savings November 2002 - November 2005
World Savings November 2000 - November 2002
World Savings November 1999 - November 2000
World Savings November 1998 - November 1999
World Savings December 1997 - November 1998
Skills
Enterprise Architecture, Storage, Virtualization, Disaster Recovery, Servers, Data Center, IT Management, VMware, Storage Virtualization, Storage Area Networks, VMware ESX, Cisco Technologies, Brocade, Enterprise Storage, Replication, SAN, Troubleshooting
Education
The University of Texas at San Antonio 1992 — 1994
Engineering
San Antonio College 1990 — 1992
Datalink August 2009 - Present
Wachovia July 2008 - March 2009
Wachovia, A Wells Fargo Company 2007 - 2009
Wachovia January 2007 - June 2008
World Savings November 2005 - January 2007
World Savings November 2002 - November 2005
World Savings November 2000 - November 2002
World Savings November 1999 - November 2000
World Savings November 1998 - November 1999
World Savings December 1997 - November 1998
Skills
Enterprise Architecture, Storage, Virtualization, Disaster Recovery, Servers, Data Center, IT Management, VMware, Storage Virtualization, Storage Area Networks, VMware ESX, Cisco Technologies, Brocade, Enterprise Storage, Replication, SAN, Troubleshooting
Education
The University of Texas at San Antonio 1992 — 1994
Engineering
San Antonio College 1990 — 1992
Linda Burton Linda Burton's Wachovia Experience May 2006 - August 2009
Job Strategic Planning Manager, SVP, Corporate Properties Group at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank August 2009 - Present
Wachovia May 2006 - August 2009
World Savings Bank May 1991 - May 2006
Prometheus Development 1988 - 1991
Skills
Real Estate Development, Mergers, Management, Analysis, Mergers & Acquisitions, Contract Negotiation, Commercial Real Estate, Real Estate, Portfolio Management, Corporate Real Estate, Banking, Strategy, Mortgage Lending, Strategic Planning, Leadership, Business Intelligence, Due Diligence, Financial Analysis, Investments
Education
Santa Clara University 1989 — 1991
MBA, Finance
San Jose State University 1976 — 1980
Bachelor of Arts, Psychology
Wells Fargo Bank August 2009 - Present
Wachovia May 2006 - August 2009
World Savings Bank May 1991 - May 2006
Prometheus Development 1988 - 1991
Skills
Real Estate Development, Mergers, Management, Analysis, Mergers & Acquisitions, Contract Negotiation, Commercial Real Estate, Real Estate, Portfolio Management, Corporate Real Estate, Banking, Strategy, Mortgage Lending, Strategic Planning, Leadership, Business Intelligence, Due Diligence, Financial Analysis, Investments
Education
Santa Clara University 1989 — 1991
MBA, Finance
San Jose State University 1976 — 1980
Bachelor of Arts, Psychology
Becky Duran, MCITP Becky Duran, MCITP's Wachovia Experience May 2001 - August 2009
Job Technical Analyst at Army Healthcare
Industry Banking
Experience
U.S. Army DENCOM August 2014 - Present
Wells Fargo Bank October 2011 - August 2014
Rackspace Hosting August 2009 - October 2011
Rackspace Hosting August 2009 - October 2011
Wachovia May 2001 - August 2009
Humana December 1995 - May 2001
Skills
Disaster Recovery, IIS, SharePoint, System Deployment, System Administration, SDLC, Data Center, Servers, Enterprise Architecture, ITIL, Security, VMware, Virtualization, Cloud Computing, Active Directory, Vendor Management, Network Administration, Operating Systems, IT Management, DNS, Windows Server, Microsoft Exchange, Citrix, Firewalls, VMware ESX, Agile Project Management, Scrum
Education
Northwest Vista College 2009 — 2011
Assoc in Applied Science/Computer Forensics
Microsoft 2008 — 2008
Powershell: Manage Windows and more
New Horizons 2003 — 2004
Intro to .NET and Windows Server 2003
American Management Assoc. 2000 — 2000
Project Management and Business Systems Development
San Antonio College 1999 — 2000
Networking/Unix
West Valley College 1990 — 1990
General Education
Cedar Valley Community College 1981 — 1982
Recording Engineering
U.S. Army DENCOM August 2014 - Present
Wells Fargo Bank October 2011 - August 2014
Rackspace Hosting August 2009 - October 2011
Rackspace Hosting August 2009 - October 2011
Wachovia May 2001 - August 2009
Humana December 1995 - May 2001
Skills
Disaster Recovery, IIS, SharePoint, System Deployment, System Administration, SDLC, Data Center, Servers, Enterprise Architecture, ITIL, Security, VMware, Virtualization, Cloud Computing, Active Directory, Vendor Management, Network Administration, Operating Systems, IT Management, DNS, Windows Server, Microsoft Exchange, Citrix, Firewalls, VMware ESX, Agile Project Management, Scrum
Education
Northwest Vista College 2009 — 2011
Assoc in Applied Science/Computer Forensics
Microsoft 2008 — 2008
Powershell: Manage Windows and more
New Horizons 2003 — 2004
Intro to .NET and Windows Server 2003
American Management Assoc. 2000 — 2000
Project Management and Business Systems Development
San Antonio College 1999 — 2000
Networking/Unix
West Valley College 1990 — 1990
General Education
Cedar Valley Community College 1981 — 1982
Recording Engineering
Kathryn Krol's Wachovia Experience September 2006 - November 2008
Job Marketing Communications & Exhibits Manager at Texas A&M University
Industry Marketing and Advertising
Experience
Texas A&M University Press May 2013 - Present
Small Business Marketing Consultant September 2011 - December 2014
The String and Horn Shop, Inc. January 2010 - May 2013
LPW Training Services September 2012 - January 2013
Cafe FAQ November 2009 - January 2010
Wachovia September 2006 - November 2008
The String and Horn Shop, Inc. June 2004 - May 2006
Private English Tutor June 2004 - May 2006
Freelance Copywriter/Editor January 2002 - May 2006
Skills
Market Research, Marketing, Advertising, Public Relations, Program Management, Corporate Communications, Management, Event Planning, Training, Strategic Planning, Budgets, Sales, B2B, Microsoft Office, Customer Service, Marketing Communications, Public Speaking, Social Media, Project Management, Microsoft Excel, Integrated Marketing, Social Media Marketing
Education
Texas A&M University 1999 — 2003
English, Advanced Composition and Rhetorical Studies
TEFL, International 2004 — 2004
TESOL Certificate, EFL/ESL
San Francisco State University 2008 — 2010
Masters, TESOL (Teaching English to Speakers of Other Languages)
Texas A&M University Press May 2013 - Present
Small Business Marketing Consultant September 2011 - December 2014
The String and Horn Shop, Inc. January 2010 - May 2013
LPW Training Services September 2012 - January 2013
Cafe FAQ November 2009 - January 2010
Wachovia September 2006 - November 2008
The String and Horn Shop, Inc. June 2004 - May 2006
Private English Tutor June 2004 - May 2006
Freelance Copywriter/Editor January 2002 - May 2006
Skills
Market Research, Marketing, Advertising, Public Relations, Program Management, Corporate Communications, Management, Event Planning, Training, Strategic Planning, Budgets, Sales, B2B, Microsoft Office, Customer Service, Marketing Communications, Public Speaking, Social Media, Project Management, Microsoft Excel, Integrated Marketing, Social Media Marketing
Education
Texas A&M University 1999 — 2003
English, Advanced Composition and Rhetorical Studies
TEFL, International 2004 — 2004
TESOL Certificate, EFL/ESL
San Francisco State University 2008 — 2010
Masters, TESOL (Teaching English to Speakers of Other Languages)
Vrinda Nimbalkar Vrinda Nimbalkar's Wachovia Experience 2002 - 2008
Job Senior Systems/Data Analyst
Industry Computer Software
Experience
Chevron 2009 - 2013
Coupons inc 2008 - 2009
Wachovia 2002 - 2008
Venturi Technology Partners 2001 - 2001
Simpata 2000 - 2001
Systime 1998 - 2000
Skills
Business Analysis, Software Development, Management, SQL, Agile Methodologies, Technical Support, ASP.NET, Microsoft SQL Server, C#, Data Analysis, SSRS, Cognos, ETL, Business Objects, Oracle Database, Requirements Analysis, SDLC, Python, JavaScript, MongoDB, Web Development, VB.NET, Data Warehousing, Data Mining, Debugging Code
Education
San Jose State University
University of Mumbai
Chevron 2009 - 2013
Coupons inc 2008 - 2009
Wachovia 2002 - 2008
Venturi Technology Partners 2001 - 2001
Simpata 2000 - 2001
Systime 1998 - 2000
Skills
Business Analysis, Software Development, Management, SQL, Agile Methodologies, Technical Support, ASP.NET, Microsoft SQL Server, C#, Data Analysis, SSRS, Cognos, ETL, Business Objects, Oracle Database, Requirements Analysis, SDLC, Python, JavaScript, MongoDB, Web Development, VB.NET, Data Warehousing, Data Mining, Debugging Code
Education
San Jose State University
University of Mumbai
Rocky Emery Rocky Emery's Wachovia Experience January 2001 - January 2004
Job Managing Director at Texan Capital Management
Industry Financial Services
Experience
Texan Capital Management April 2015 - Present
HedgeCoVest October 2014 - March 2015
Guidewave Consulting January 2014 - December 2014
Highlander LLC January 2013 - June 2014
Wachovia January 2001 - January 2004
PaineWebber January 1993 - January 2001
Skills
Program Management, Microsoft Excel, Business Strategy, Operations Management, Investments, Due Diligence, Management, Team Building, Leadership, Risk Management, Mergers, Mergers & Acquisitions, Financial Modeling, New Business Development, Strategic Planning, Strategic Financial..., Negotiation, Change Management, Contract Negotiation, Private Equity, Project Management, Team Leadership, Process Improvement, Microsoft Office, Portfolio Management, Sales, Energy, Analysis, Project Planning, Customer Service, Budgets, Corporate Finance, Financial Analysis, Start-ups, Business Planning, Strategy, Entrepreneurship, Contract Management, Business Development, Management Consulting, Joint Ventures, Divestitures, Finance, Valuation, Real Estate, Executive Management, Corporate Development, Financial Structuring, Asset Management, Investor Relations
Education
University of Utah 1985 — 1987
Snow College 1984 — 1985
Texan Capital Management April 2015 - Present
HedgeCoVest October 2014 - March 2015
Guidewave Consulting January 2014 - December 2014
Highlander LLC January 2013 - June 2014
Wachovia January 2001 - January 2004
PaineWebber January 1993 - January 2001
Skills
Program Management, Microsoft Excel, Business Strategy, Operations Management, Investments, Due Diligence, Management, Team Building, Leadership, Risk Management, Mergers, Mergers & Acquisitions, Financial Modeling, New Business Development, Strategic Planning, Strategic Financial..., Negotiation, Change Management, Contract Negotiation, Private Equity, Project Management, Team Leadership, Process Improvement, Microsoft Office, Portfolio Management, Sales, Energy, Analysis, Project Planning, Customer Service, Budgets, Corporate Finance, Financial Analysis, Start-ups, Business Planning, Strategy, Entrepreneurship, Contract Management, Business Development, Management Consulting, Joint Ventures, Divestitures, Finance, Valuation, Real Estate, Executive Management, Corporate Development, Financial Structuring, Asset Management, Investor Relations
Education
University of Utah 1985 — 1987
Snow College 1984 — 1985
Ajay Pillai's Wachovia Experience April 2006 - April 2009
Job Vice President, Sr. Infrastructure Architecture at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2011 - Present
Wells Fargo April 2009 - December 2010
Wachovia April 2006 - April 2009
First Union Bank/ Wachovia June 1997 - April 2006
Skills
Enterprise Architecture, Disaster Recovery, ITIL, Program Management, Data Center, Oracle, Infrastructure, SDLC, Architecture, Enterprise Software, Vendor Management, IT Strategy, Integration, Business Analysis, Requirements Analysis, SOA, Data Warehousing, Solution Architecture, IT Management, Software Project..., SharePoint, Visio, Servers, Unix, SQL, Solaris, Security, Software Development, IT Operations, Information Technology, Cloud Computing, Leadership, Project Portfolio..., Business Continuity, IT Service Management, PMP, Virtualization, System Architecture, Databases, Strategy, Networking, Requirements Gathering, Unix Shell Scripting, Management, Service Delivery, Business Intelligence, Agile Methodologies, Performance Tuning, Agile Project Management
Education
Shivaji University 1988 — 1992
Bachelor of Electronics, Electronics - Control Systems
St. John The Baptist High School 1974 — 1985
High School
TKIET 1988 — 1992
Honors Bachelor of Engineering, Electronics
Wells Fargo January 2011 - Present
Wells Fargo April 2009 - December 2010
Wachovia April 2006 - April 2009
First Union Bank/ Wachovia June 1997 - April 2006
Skills
Enterprise Architecture, Disaster Recovery, ITIL, Program Management, Data Center, Oracle, Infrastructure, SDLC, Architecture, Enterprise Software, Vendor Management, IT Strategy, Integration, Business Analysis, Requirements Analysis, SOA, Data Warehousing, Solution Architecture, IT Management, Software Project..., SharePoint, Visio, Servers, Unix, SQL, Solaris, Security, Software Development, IT Operations, Information Technology, Cloud Computing, Leadership, Project Portfolio..., Business Continuity, IT Service Management, PMP, Virtualization, System Architecture, Databases, Strategy, Networking, Requirements Gathering, Unix Shell Scripting, Management, Service Delivery, Business Intelligence, Agile Methodologies, Performance Tuning, Agile Project Management
Education
Shivaji University 1988 — 1992
Bachelor of Electronics, Electronics - Control Systems
St. John The Baptist High School 1974 — 1985
High School
TKIET 1988 — 1992
Honors Bachelor of Engineering, Electronics
Ryan Gonzalez Ryan Gonzalez's Wachovia Experience May 2006 - July 2008
Job Enterprise Business Development, Conductor
Industry Computer Software
Experience
Conductor July 2012 - Present
inSparq (acquired) May 2012 - August 2015
Usablenet July 2010 - June 2012
Argent Software March 2009 - August 2010
Oracle July 2008 - February 2009
Wachovia May 2006 - July 2008
SFG Bancorp September 2003 - May 2006
Broadway Volkswagen June 2001 - August 2003
Skills
SaaS, Lead Generation, Enterprise Software, New Business Development, Mobile Devices, Business Development, E-commerce, B2B, Direct Sales, SEO, Salesforce.com, Sales Process, Negotiation, Selling, Sales Operations, Solution Selling, Sales, Marketing, SEM, Start-ups, Management, Strategic Partnerships, Program Management, Product Management, Account Management, Entrepreneurship, Cloud Computing, CRM, Leadership, Multi-channel Marketing, Online Advertising, Strategy, Web Analytics, Consultative Selling, Mobile, Training, Cold Calling, Digital Marketing, Competitive Analysis, Analytics, Online Marketing, International Sales, Email Marketing, Sales Presentations, Product Marketing, Web Presence Management
Education
Santa Barbara City College 1999 — 2001
Business Administration
St.Ignatius College Prep 1995 — 1999
Conductor July 2012 - Present
inSparq (acquired) May 2012 - August 2015
Usablenet July 2010 - June 2012
Argent Software March 2009 - August 2010
Oracle July 2008 - February 2009
Wachovia May 2006 - July 2008
SFG Bancorp September 2003 - May 2006
Broadway Volkswagen June 2001 - August 2003
Skills
SaaS, Lead Generation, Enterprise Software, New Business Development, Mobile Devices, Business Development, E-commerce, B2B, Direct Sales, SEO, Salesforce.com, Sales Process, Negotiation, Selling, Sales Operations, Solution Selling, Sales, Marketing, SEM, Start-ups, Management, Strategic Partnerships, Program Management, Product Management, Account Management, Entrepreneurship, Cloud Computing, CRM, Leadership, Multi-channel Marketing, Online Advertising, Strategy, Web Analytics, Consultative Selling, Mobile, Training, Cold Calling, Digital Marketing, Competitive Analysis, Analytics, Online Marketing, International Sales, Email Marketing, Sales Presentations, Product Marketing, Web Presence Management
Education
Santa Barbara City College 1999 — 2001
Business Administration
St.Ignatius College Prep 1995 — 1999
Linda Rosa Folan's Wachovia Experience 1988 - 2008
Job Hiring Consultant at Manera Solutions
Industry Financial Services
Experience
Manera Solutions March 2015 - Present
MetLife Home Loans October 2010 - March 2011
Wachovia Corporation July 1988 - October 2008
Wachovia 1988 - 2008
Wachovia, previously World Savings 1988 - 2008
World Savings 1988 - 2005
Skills
Mortgage Lending, Team Building, Leadership, Loan Origination, Underwriting, Residential Mortgages, Loans, First Time Home Buyers, Mortgage Banking, Banking, Investment Properties, Negotiation, Credit, Portfolio Management, Selling, Finance, Real Estate, Refinance, Management, Sales, Credit Analysis, Loss Mitigation, Sales Management, Financial Analysis, Insurance, Small Business Lending, FHA, Real Estate Financing, VA loans, Reverse Mortgages, Cross Selling, USDA, Mortgage Underwriting, Commercial Lending, Investments, Relationship Management, FHA financing, Consumer Lending, VA Loans, FHA Financing
Education
San Francisco State University, College of Business 1984 — 1988
BS, Business Administration & Finance
Manera Solutions March 2015 - Present
MetLife Home Loans October 2010 - March 2011
Wachovia Corporation July 1988 - October 2008
Wachovia 1988 - 2008
Wachovia, previously World Savings 1988 - 2008
World Savings 1988 - 2005
Skills
Mortgage Lending, Team Building, Leadership, Loan Origination, Underwriting, Residential Mortgages, Loans, First Time Home Buyers, Mortgage Banking, Banking, Investment Properties, Negotiation, Credit, Portfolio Management, Selling, Finance, Real Estate, Refinance, Management, Sales, Credit Analysis, Loss Mitigation, Sales Management, Financial Analysis, Insurance, Small Business Lending, FHA, Real Estate Financing, VA loans, Reverse Mortgages, Cross Selling, USDA, Mortgage Underwriting, Commercial Lending, Investments, Relationship Management, FHA financing, Consumer Lending, VA Loans, FHA Financing
Education
San Francisco State University, College of Business 1984 — 1988
BS, Business Administration & Finance
Edward Vaughan Edward Vaughan's Wachovia Experience 1997 - 2000
Job Senior Vice President at First Tennessee Bank
Industry Banking
Experience
First Tennessee Bank April 2015 - Present
Sun Trust April 2006 - March 2015
Regions Bank 2002 - 2006
Wachovia 1997 - 2000
Congressman Mark Sanford 1995 - 1997
Senator Strom Thurmond 1994 - 1995
Skills
Small Business Lending, Commercial Lending, Loans, Portfolio Management, Commercial Banking, Financial Analysis, Investment Properties, Customer Service, Strategic Planning, Credit, Credit Analysis, Banking, Investments, Mortgage Lending, Strategic Financial..., Consumer Lending, Budgets, Underwriting, Real Estate, Retail Banking, Lines Of Credit, Commercial Mortgages, FHA, Loan Origination, Refinance, Mortgage Banking, Treasury Management, Financial Planning
Education
The Citadel 1998 — 2000
MBA, Business Administration
Sewanee-The University of the South 1988 — 1992
BA, Economics
Porter Gaud
Charleston Day School
First Tennessee Bank April 2015 - Present
Sun Trust April 2006 - March 2015
Regions Bank 2002 - 2006
Wachovia 1997 - 2000
Congressman Mark Sanford 1995 - 1997
Senator Strom Thurmond 1994 - 1995
Skills
Small Business Lending, Commercial Lending, Loans, Portfolio Management, Commercial Banking, Financial Analysis, Investment Properties, Customer Service, Strategic Planning, Credit, Credit Analysis, Banking, Investments, Mortgage Lending, Strategic Financial..., Consumer Lending, Budgets, Underwriting, Real Estate, Retail Banking, Lines Of Credit, Commercial Mortgages, FHA, Loan Origination, Refinance, Mortgage Banking, Treasury Management, Financial Planning
Education
The Citadel 1998 — 2000
MBA, Business Administration
Sewanee-The University of the South 1988 — 1992
BA, Economics
Porter Gaud
Charleston Day School
Daniel Bisese Daniel Bisese's Wachovia Experience August 2005 - October 2009
Job Edward Jones Investments
Industry Financial Services
Experience
Edward Jones October 2009 - Present
Wachovia August 2005 - October 2009
United Way of Central Alabama August 2005 - November 2005
Skills
Retirement, Commercial Lending, Loans, Investments, Strategic Financial..., Portfolio Management, Credit Analysis, Credit, Commercial Banking, Banking, Financial Analysis, Series 7, Financial Services, Financial Planners, Insurance, Retirement Planning, Disability Insurance, Series 63, Relationship Management, Risk Management, Asset Allocation, IRAs, Alternative Investments, Estate Planning, 401k, Wealth Management..., Hedge Funds, Capital Markets, Investment Management, Series 65, Fixed Income, Life Insurance, Equities, Bonds, Wealth Management, Investment Advisory, Mutual Funds, Investment Strategies, Financial Planning, Financial Advisory, Strategic Planning
Education
Samford University 2001 — 2005
BS:BA, Finance/ Management
Avon Old Farms 1995 — 2001
Edward Jones October 2009 - Present
Wachovia August 2005 - October 2009
United Way of Central Alabama August 2005 - November 2005
Skills
Retirement, Commercial Lending, Loans, Investments, Strategic Financial..., Portfolio Management, Credit Analysis, Credit, Commercial Banking, Banking, Financial Analysis, Series 7, Financial Services, Financial Planners, Insurance, Retirement Planning, Disability Insurance, Series 63, Relationship Management, Risk Management, Asset Allocation, IRAs, Alternative Investments, Estate Planning, 401k, Wealth Management..., Hedge Funds, Capital Markets, Investment Management, Series 65, Fixed Income, Life Insurance, Equities, Bonds, Wealth Management, Investment Advisory, Mutual Funds, Investment Strategies, Financial Planning, Financial Advisory, Strategic Planning
Education
Samford University 2001 — 2005
BS:BA, Finance/ Management
Avon Old Farms 1995 — 2001
Joe Meador Joe Meador's Wachovia Experience August 2006 - July 2007
Job Sales Coordinator at Mortgage Returns, an Inc. 5000 FastestGrowing Private Company
Industry Financial Services
Experience
Vehicle Solutions September 2012 - December 2014
American Auto Assurance October 2011 - August 2012
Pinnacle Alarm January 2011 - October 2011
US Auto Protection April 2009 - December 2010
Service Protection Direct January 2009 - March 2009
Unemployed August 2008 - December 2008
Medical Recruiters of America August 2007 - July 2008
Wachovia August 2006 - July 2007
UMB Bank/PHH Mortgage April 2006 - July 2006
American Lending Group November 2005 - March 2006
Skills
Sales Management, Customer Service, Sales, Direct Sales, Account Management, Real Estate, Marketing, Microsoft Outlook, Microsoft Office, Microsoft Word, Microsoft Power Point, WPM 40
Education
Southern Illinois University, Carbondale 1990 — 1993
Bachelor's Degree, Commercial Recreation, Degree
Lincoln Trail Junior College 1987 — 1989
Associate of Arts (A.A.) and Associate of Science (A.S.), General Electives, Diploma
Vehicle Solutions September 2012 - December 2014
American Auto Assurance October 2011 - August 2012
Pinnacle Alarm January 2011 - October 2011
US Auto Protection April 2009 - December 2010
Service Protection Direct January 2009 - March 2009
Unemployed August 2008 - December 2008
Medical Recruiters of America August 2007 - July 2008
Wachovia August 2006 - July 2007
UMB Bank/PHH Mortgage April 2006 - July 2006
American Lending Group November 2005 - March 2006
Skills
Sales Management, Customer Service, Sales, Direct Sales, Account Management, Real Estate, Marketing, Microsoft Outlook, Microsoft Office, Microsoft Word, Microsoft Power Point, WPM 40
Education
Southern Illinois University, Carbondale 1990 — 1993
Bachelor's Degree, Commercial Recreation, Degree
Lincoln Trail Junior College 1987 — 1989
Associate of Arts (A.A.) and Associate of Science (A.S.), General Electives, Diploma
Don Willett's Wachovia Experience January 2003 - June 2003
Job Recruiting the "Best & Brightest" for the best digital game company on the planet. Check us out at http://careers.ea.com
Industry Staffing and Recruiting
Experience
Electronic Arts December 2010 - Present
Prokarma August 2009 - December 2010
Intuit April 2005 - April 2009
Intuit June 2003 - February 2005
Wachovia January 2003 - June 2003
ETRADE Financial February 2002 - November 2002
Veritas August 2000 - November 2001
Advanced System Designs June 1999 - July 2000
USCS International June 1996 - May 1999
Skills
Big Data, Hadoop, Analytics, Technical Recruiting, Teamwork, Sourcing, Recruiting, Talent Management, Candidate Generation, Product Management, Vendor Management, Product Development, Human Resources, Employee Relations, College Recruiting, Social Networking, Temporary Placement, Mobile Devices, Interviews, Applicant Tracking..., Contract Recruitment, PeopleSoft, Internet Recruiting, Management, Benefits Negotiation, HRIS, Talent Acquisition, Screening, Screening Resumes, Onboarding, Executive Search, Networking, Salesforce.com, Hiring, Enterprise Software, IT Recruitment, SDLC, Recruitment Advertising, Program Management, Strategic Sourcing, CRM, Leadership, Employer Branding, Staff Augmentation, Search, Information Technology, Staffing Services, Resource Management, Taleo, Permanent Placement
Education
San Jose State University 1984 — 1987
BSBA, Management & Industrial Technology
Electronic Arts December 2010 - Present
Prokarma August 2009 - December 2010
Intuit April 2005 - April 2009
Intuit June 2003 - February 2005
Wachovia January 2003 - June 2003
ETRADE Financial February 2002 - November 2002
Veritas August 2000 - November 2001
Advanced System Designs June 1999 - July 2000
USCS International June 1996 - May 1999
Skills
Big Data, Hadoop, Analytics, Technical Recruiting, Teamwork, Sourcing, Recruiting, Talent Management, Candidate Generation, Product Management, Vendor Management, Product Development, Human Resources, Employee Relations, College Recruiting, Social Networking, Temporary Placement, Mobile Devices, Interviews, Applicant Tracking..., Contract Recruitment, PeopleSoft, Internet Recruiting, Management, Benefits Negotiation, HRIS, Talent Acquisition, Screening, Screening Resumes, Onboarding, Executive Search, Networking, Salesforce.com, Hiring, Enterprise Software, IT Recruitment, SDLC, Recruitment Advertising, Program Management, Strategic Sourcing, CRM, Leadership, Employer Branding, Staff Augmentation, Search, Information Technology, Staffing Services, Resource Management, Taleo, Permanent Placement
Education
San Jose State University 1984 — 1987
BSBA, Management & Industrial Technology
Debbie Hediger Debbie Hediger's Wachovia Experience 2002 - 2007
Job Sr Account Executive at Lykes Insurance, Inc.
Industry Insurance
Experience
Lykes Insurance, Inc. January 2012 - Present
FAHU Board 2012 - 2015
AGIS Tampa 2010 - 2012
Benefits Solutions Group August 2007 - May 2010
Wachovia 2002 - 2007
Skills
Group Medical, Group Life and..., Marketing, Account Mangement, Client/Member Liason, Resolve Claims Issues, Financial Analysis, Financial Modeling, Key Account Development, Key Account Management, Group International..., Sales, Team Building, Strategic Planning, Employee Benefits, Underwriting, Sales Process, Risk Management, Customer Service, Small Business, Leadership, Disability Insurance, Marketing Strategy, Life Insurance, Business Planning, Management, Sales Management, Account Directors, New Business Development, Strategy, Selling, Contract Negotiation
Education
Sinclair Community College 1980 — 1981
Business Law
Lykes Insurance, Inc. January 2012 - Present
FAHU Board 2012 - 2015
AGIS Tampa 2010 - 2012
Benefits Solutions Group August 2007 - May 2010
Wachovia 2002 - 2007
Skills
Group Medical, Group Life and..., Marketing, Account Mangement, Client/Member Liason, Resolve Claims Issues, Financial Analysis, Financial Modeling, Key Account Development, Key Account Management, Group International..., Sales, Team Building, Strategic Planning, Employee Benefits, Underwriting, Sales Process, Risk Management, Customer Service, Small Business, Leadership, Disability Insurance, Marketing Strategy, Life Insurance, Business Planning, Management, Sales Management, Account Directors, New Business Development, Strategy, Selling, Contract Negotiation
Education
Sinclair Community College 1980 — 1981
Business Law
Harlow Sharp, CMPS® Harlow Sharp, CMPS®'s Wachovia Experience January 2008 - October 2008
Job Vice President of Mortgage Lending at Guaranteed Rate
Industry Financial Services
Experience
Guaranteed Rate June 2014 - Present
Brentwood Capital Group February 2012 - May 2014
MetLife Home Loans April 2011 - February 2012
PNC Mortgage January 2010 - March 2011
Bank of America April 2009 - January 2010
Countrywide Home Loans October 2008 - April 2009
Wachovia January 2008 - October 2008
WaMu June 2000 - January 2008
Fidelity National Title Insurance Company January 1998 - June 2000
Chicago Title July 1974 - June 1998
Skills
Mortgage Lending, Loans, Investment Properties, FHA, Certified Mortgage..., Mortgage Banking, Refinance, Single Family Homes, Condos, Investments, Residential Homes, Loan Origination, Finance, First Time Home Buyers, Residential Mortgages, Mortgage Marketing, Commercial Real Estate, Sellers, REO, VA loans, Short Sales, Investors, FHA financing, Real Estate Financing, Loss Mitigation, Underwriting, Real Estate Economics, Sales, Mortgage Underwriting, Selling, Government Loans, Foreclosures, Options, Commercial Lending, Home Equity Loans, Credit Analysis, Home Equity Lines of..., Real Estate Transactions, Follow up Skills, Credit, Construction Loans, Commercial Mortgages, USDA, Borrower Consultations, Mortgage Options, Consultative Selling, Mortgage, Mortgage Industry, Conforming, Cash out Refinances
Education
University of Southern California - Marshall School of Business 1989 — 1992
B.S., Business Administration
Santa Monica College 1986 — 1988
None, Business Administration
UCLA & UCLA Extension 1986 — 1988
None, Business Administration
Guaranteed Rate June 2014 - Present
Brentwood Capital Group February 2012 - May 2014
MetLife Home Loans April 2011 - February 2012
PNC Mortgage January 2010 - March 2011
Bank of America April 2009 - January 2010
Countrywide Home Loans October 2008 - April 2009
Wachovia January 2008 - October 2008
WaMu June 2000 - January 2008
Fidelity National Title Insurance Company January 1998 - June 2000
Chicago Title July 1974 - June 1998
Skills
Mortgage Lending, Loans, Investment Properties, FHA, Certified Mortgage..., Mortgage Banking, Refinance, Single Family Homes, Condos, Investments, Residential Homes, Loan Origination, Finance, First Time Home Buyers, Residential Mortgages, Mortgage Marketing, Commercial Real Estate, Sellers, REO, VA loans, Short Sales, Investors, FHA financing, Real Estate Financing, Loss Mitigation, Underwriting, Real Estate Economics, Sales, Mortgage Underwriting, Selling, Government Loans, Foreclosures, Options, Commercial Lending, Home Equity Loans, Credit Analysis, Home Equity Lines of..., Real Estate Transactions, Follow up Skills, Credit, Construction Loans, Commercial Mortgages, USDA, Borrower Consultations, Mortgage Options, Consultative Selling, Mortgage, Mortgage Industry, Conforming, Cash out Refinances
Education
University of Southern California - Marshall School of Business 1989 — 1992
B.S., Business Administration
Santa Monica College 1986 — 1988
None, Business Administration
UCLA & UCLA Extension 1986 — 1988
None, Business Administration
Val Mohr Val Mohr's Wachovia Experience 2001 - 2008
Job Retirement Planner
Industry Insurance
Experience
Val Mohr Fitness November 2012 - Present
Ben Mohr, Inc. September 2008 - Present
World Savings 2001 - 2008
Wachovia 2001 - 2008
Wachovia Bank 2001 - 2008
Shutterfly 1999 - 2001
The Good Guys 1995 - 1999
Stone & Ward 1995 - 1996
Lexus of Serramonte 1990 - 1994
Skills
Mortgage Lending, Business Analysis, Banking, Credit, Customer Service, Leadership, Financial Advisory, Sales Management, Investments, Microsoft Excel, Financial Analysis, Public Speaking
Education
San Francisco State University 1989 — 1994
Bachelor of Arts, Broadcast and Electronic Communications
Val Mohr Fitness November 2012 - Present
Ben Mohr, Inc. September 2008 - Present
World Savings 2001 - 2008
Wachovia 2001 - 2008
Wachovia Bank 2001 - 2008
Shutterfly 1999 - 2001
The Good Guys 1995 - 1999
Stone & Ward 1995 - 1996
Lexus of Serramonte 1990 - 1994
Skills
Mortgage Lending, Business Analysis, Banking, Credit, Customer Service, Leadership, Financial Advisory, Sales Management, Investments, Microsoft Excel, Financial Analysis, Public Speaking
Education
San Francisco State University 1989 — 1994
Bachelor of Arts, Broadcast and Electronic Communications
James Giuffre James Giuffre's Wachovia Experience January 2006 - March 2008
Job Private Mortgage Advisors NMLSR ID 1030918
Industry Financial Services
Experience
Private Mortgage Advisors April 2014 - Present
Alain Pinel Realtors 2014 - 2015
Wells Fargo December 2013 - April 2014
World Savings August 2001 - October 2008
Wachovia January 2006 - March 2008
Skills
New Business Development, Strategic Planning, Account Management, Sales Management, Real Estate, Mortgage Lending, Marketing Strategy, Negotiation, Business Development, Financial Analysis, Investments, Risk Management, Sales
Education
San Francisco State University 1993 — 1997
Cinema, Marketing
Private Mortgage Advisors April 2014 - Present
Alain Pinel Realtors 2014 - 2015
Wells Fargo December 2013 - April 2014
World Savings August 2001 - October 2008
Wachovia January 2006 - March 2008
Skills
New Business Development, Strategic Planning, Account Management, Sales Management, Real Estate, Mortgage Lending, Marketing Strategy, Negotiation, Business Development, Financial Analysis, Investments, Risk Management, Sales
Education
San Francisco State University 1993 — 1997
Cinema, Marketing
Dennis Longdon Dennis Longdon's Wachovia Experience 1997 - 2006
Job Club Level Coach at US Speedskating
Industry Insurance
Experience
Elite Speed Program April 2010 - Present
Large Company 2006 - Present
US Speedskating January 2000 - Present
Wachovia National Bank 2005 - 2008
Wachovia 1997 - 2006
Wachovia, A Wells Fargo Company 1997 - 2006
First Union National Bank 1997 - 2002
Sabre Inc. 1995 - 1996
MCI 1994 - 1995
US Air Force 1974 - 1994
Education
Southern Illinois University, Carbondale 1987 — 1991
Elite Speed Program April 2010 - Present
Large Company 2006 - Present
US Speedskating January 2000 - Present
Wachovia National Bank 2005 - 2008
Wachovia 1997 - 2006
Wachovia, A Wells Fargo Company 1997 - 2006
First Union National Bank 1997 - 2002
Sabre Inc. 1995 - 1996
MCI 1994 - 1995
US Air Force 1974 - 1994
Education
Southern Illinois University, Carbondale 1987 — 1991
Cheryl Sperry Cheryl Sperry's Wachovia Experience January 2007 - June 2008
Job Business Operations Director/Project Management and Business Analysis
Industry Information Technology and Services
Experience
San Francisco Public Utilities Commission (SF Water Power Sewer) September 2009 - Present
Wachovia January 2007 - June 2008
World Savings June 2000 - January 2007
World Savings July 1997 - June 2000
Skills
Acquisition Integration, Analysis, Budgets, Business Analysis, Business Planning, Cross-functional Team..., Financial Analysis, Forecasting, Integration, Leadership, Management, Marketing, Operations Management, Process Improvement, Program Management, Project Management, Relationship Management, Requirements Analysis, SDLC, Vendor Management
Education
San Francisco State University 1992 — 1994
BA, Economics
University of Montana 1984 — 1988
San Francisco Public Utilities Commission (SF Water Power Sewer) September 2009 - Present
Wachovia January 2007 - June 2008
World Savings June 2000 - January 2007
World Savings July 1997 - June 2000
Skills
Acquisition Integration, Analysis, Budgets, Business Analysis, Business Planning, Cross-functional Team..., Financial Analysis, Forecasting, Integration, Leadership, Management, Marketing, Operations Management, Process Improvement, Program Management, Project Management, Relationship Management, Requirements Analysis, SDLC, Vendor Management
Education
San Francisco State University 1992 — 1994
BA, Economics
University of Montana 1984 — 1988
Kurt Scafe Kurt Scafe's Wachovia Experience May 1998 - September 2002
Job Product Manager at PHEAA
Industry Computer Software
Experience
PHEAA March 2015 - Present
Benecard PBF August 2010 - March 2015
Regent Education December 2008 - July 2009
Lehman Brothers/Campus Door March 2008 - August 2008
KnowledgePlanet/Mzinga May 2007 - September 2007
Self-employed April 2005 - April 2007
Nelnet April 2004 - April 2005
Dataquest January 2003 - March 2004
Wachovia May 1998 - September 2002
EdFund October 1993 - May 1998
Skills
Product Management, Product Marketing, Business Analysis, Gap Analysis, Analysis, SDLC, Requirements Analysis, SQL, Management, Software Documentation, User Interface Design, Strategy, SaaS, Start-ups, Leadership, Program Management, Process Improvement, Strategic Planning
Education
Sierra College
PHEAA March 2015 - Present
Benecard PBF August 2010 - March 2015
Regent Education December 2008 - July 2009
Lehman Brothers/Campus Door March 2008 - August 2008
KnowledgePlanet/Mzinga May 2007 - September 2007
Self-employed April 2005 - April 2007
Nelnet April 2004 - April 2005
Dataquest January 2003 - March 2004
Wachovia May 1998 - September 2002
EdFund October 1993 - May 1998
Skills
Product Management, Product Marketing, Business Analysis, Gap Analysis, Analysis, SDLC, Requirements Analysis, SQL, Management, Software Documentation, User Interface Design, Strategy, SaaS, Start-ups, Leadership, Program Management, Process Improvement, Strategic Planning
Education
Sierra College
Brent Evans Brent Evans's Wachovia Experience January 2002 - September 2006
Job Business Systems Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank April 2011 - Present
Hilltop Hideaway July 2006 - Present
Wells Fargo September 2006 - April 2011
Wachovia January 2002 - September 2006
First Union January 1998 - January 2002
Atlanta Hardwood Corporation; formerly Averitt Lumber Co. June 1997 - January 1998
First American National Bank January 1995 - June 1997
Wells Fargo June 1990 - December 1994
Skills
Business Analysis, Financial Services, Project Management, CRM, Data Analysis, Software Development, Insourcing, Banking, Software Project..., Process Improvement, SharePoint, SDLC, Requirements Gathering, Quality Center, Microsoft Dynamics, Vacation Rental, Rental Management, Business Process, PMO, Business Requirements
Education
San Diego State University-California State University 1989 — 1993
Bachelor of Arts, International Business/Latin American Studies
Wells Fargo Bank April 2011 - Present
Hilltop Hideaway July 2006 - Present
Wells Fargo September 2006 - April 2011
Wachovia January 2002 - September 2006
First Union January 1998 - January 2002
Atlanta Hardwood Corporation; formerly Averitt Lumber Co. June 1997 - January 1998
First American National Bank January 1995 - June 1997
Wells Fargo June 1990 - December 1994
Skills
Business Analysis, Financial Services, Project Management, CRM, Data Analysis, Software Development, Insourcing, Banking, Software Project..., Process Improvement, SharePoint, SDLC, Requirements Gathering, Quality Center, Microsoft Dynamics, Vacation Rental, Rental Management, Business Process, PMO, Business Requirements
Education
San Diego State University-California State University 1989 — 1993
Bachelor of Arts, International Business/Latin American Studies
Jacqui Traversi Jacqui Traversi's Wachovia Experience June 2004 - November 2008
Job Business Initiatives Manager at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage February 2014 - Present
Wells Fargo Home Mortgage April 2013 - March 2014
Wells Fargo Home Mortgage January 2011 - April 2013
Wachovia, A Wells Fargo Company November 2009 - January 2011
Wachovia June 2004 - November 2008
World Savings October 2002 - June 2004
Skills
Management, Leadership, Mortgage Lending, Customer Service, Underwriting, Credit, Refinance, Banking, Financial Analysis, Mortgage Banking, Mortgage Underwriting, Budgets, Loss Mitigation, Risk Management, Loan Origination, Recruiting, Public Speaking, Analysis, Loans, Team Building, Process Improvement
Education
Smith College 1998 — 2002
BA, Psychology
Wells Fargo Home Mortgage February 2014 - Present
Wells Fargo Home Mortgage April 2013 - March 2014
Wells Fargo Home Mortgage January 2011 - April 2013
Wachovia, A Wells Fargo Company November 2009 - January 2011
Wachovia June 2004 - November 2008
World Savings October 2002 - June 2004
Skills
Management, Leadership, Mortgage Lending, Customer Service, Underwriting, Credit, Refinance, Banking, Financial Analysis, Mortgage Banking, Mortgage Underwriting, Budgets, Loss Mitigation, Risk Management, Loan Origination, Recruiting, Public Speaking, Analysis, Loans, Team Building, Process Improvement
Education
Smith College 1998 — 2002
BA, Psychology
Abhijit Pani Abhijit Pani's Wachovia Experience 2005 - 2007
Job Senior Architect at Apple
Industry Information Technology and Services
Experience
Apple June 2013 - Present
ServiceNow - The Enterprise IT Cloud Company April 2013 - June 2013
eBay Inc. February 2007 - April 2013
Cognizant Technology Solutions Ltd. November 2002 - February 2007
Wachovia 2005 - 2007
Satyam Computer Services Ltd. August 1998 - November 2002
Skills
Java Enterprise Edition, Java, XML, Scalability, JMS, Spring, JDBC, SOA, Hibernate, Struts, Servlets, EJB, Websphere, Tomcat, Design Patterns, Hadoop, MongoDB, Distributed Systems, REST, Architecture, Ant, Enterprise Software, JUnit, Maven, Web Services, Perl, SOAP, Agile Methodologies, Architectures, Spring Framework
Education
Sambalpur University 1994 — 1998
B.E., Computer Science
CSB Zilla School, Sambalpur, Orissa 1988 — 1991
Apple June 2013 - Present
ServiceNow - The Enterprise IT Cloud Company April 2013 - June 2013
eBay Inc. February 2007 - April 2013
Cognizant Technology Solutions Ltd. November 2002 - February 2007
Wachovia 2005 - 2007
Satyam Computer Services Ltd. August 1998 - November 2002
Skills
Java Enterprise Edition, Java, XML, Scalability, JMS, Spring, JDBC, SOA, Hibernate, Struts, Servlets, EJB, Websphere, Tomcat, Design Patterns, Hadoop, MongoDB, Distributed Systems, REST, Architecture, Ant, Enterprise Software, JUnit, Maven, Web Services, Perl, SOAP, Agile Methodologies, Architectures, Spring Framework
Education
Sambalpur University 1994 — 1998
B.E., Computer Science
CSB Zilla School, Sambalpur, Orissa 1988 — 1991
Leo Brantley Leo Brantley's Wachovia Experience February 2008 - October 2009
Job Real Estate Sales Agent at Long & Foster Companies
Industry Banking
Experience
Long & Foster Companies March 2015 - Present
United Credit Education Services December 2013 - Present
Primerica November 2010 - Present
Wyndham Vacation Ownership September 2014 - March 2015
The Home Depot March 2014 - July 2014
Roundpoint Mortgage June 2013 - October 2013
Wells Fargo January 2012 - June 2013
NASA Federal Credit Union October 2009 - December 2011
Wachovia February 2008 - October 2009
SunTrust Mortgage, Inc. February 2004 - December 2008
Skills
Real Estate Sales..., Real Estate, Licensed Life Insurance..., Mortgage Lending, Customer Service, NMLS Licensed, Finance, Loan Officers, Loan Origination, Personal Banking, Mortgage Banking, Direct Sales, Sales Commission, Auditing, Accounts Payable, Accounts Receivable, Credit Analysis, Sales Presentations, Residential Mortgages
Education
Shaw University 1987 — 1990
Accounting and Business/Management
Long & Foster Companies March 2015 - Present
United Credit Education Services December 2013 - Present
Primerica November 2010 - Present
Wyndham Vacation Ownership September 2014 - March 2015
The Home Depot March 2014 - July 2014
Roundpoint Mortgage June 2013 - October 2013
Wells Fargo January 2012 - June 2013
NASA Federal Credit Union October 2009 - December 2011
Wachovia February 2008 - October 2009
SunTrust Mortgage, Inc. February 2004 - December 2008
Skills
Real Estate Sales..., Real Estate, Licensed Life Insurance..., Mortgage Lending, Customer Service, NMLS Licensed, Finance, Loan Officers, Loan Origination, Personal Banking, Mortgage Banking, Direct Sales, Sales Commission, Auditing, Accounts Payable, Accounts Receivable, Credit Analysis, Sales Presentations, Residential Mortgages
Education
Shaw University 1987 — 1990
Accounting and Business/Management
Kelly OConnell's Wachovia Experience 2004 - 2007
Job Executive Vice President at Irvine Technology Corporation
Industry Information Technology and Services
Experience
Irvine Technology Corporation April 2015 - Present
Robert Half January 2014 - April 2015
Robert Half International October 2007 - April 2015
Wachovia 2004 - 2007
Simmons College June 1999 - February 2004
Skills
Recruiting, Talent Management, Leadership, Strategic Planning, Training, Sales Management, Business Planning, Interviews, Talent Acquisition, Vendor Management, Account Management, Salesforce.com, Technical Recruiting, Temporary Staffing, CRM, Process Improvement, Information Technology, Team Leadership, Management, SaaS, Conflict Resolution, Consulting, Sourcing, New Business Development, Temporary Placement, Staffing Services, Internet Recruiting, Applicant Tracking..., Customer Retention, Contract Recruitment, SDLC, Networking, Cold Calling, Permanent Placement, Executive Search, Human Resources, Strategy, Benefits Negotiation, College Recruiting, Staff Augmentation, Screening Resumes, Professional Services, Hiring, Onboarding, Time Management, Business Development, Industrial Sector, Screening, Building Relationships, Search
Education
Simmons College - Simmons School of Management 2000 — 2002
Simmons College 1995 — 1999
Irvine Technology Corporation April 2015 - Present
Robert Half January 2014 - April 2015
Robert Half International October 2007 - April 2015
Wachovia 2004 - 2007
Simmons College June 1999 - February 2004
Skills
Recruiting, Talent Management, Leadership, Strategic Planning, Training, Sales Management, Business Planning, Interviews, Talent Acquisition, Vendor Management, Account Management, Salesforce.com, Technical Recruiting, Temporary Staffing, CRM, Process Improvement, Information Technology, Team Leadership, Management, SaaS, Conflict Resolution, Consulting, Sourcing, New Business Development, Temporary Placement, Staffing Services, Internet Recruiting, Applicant Tracking..., Customer Retention, Contract Recruitment, SDLC, Networking, Cold Calling, Permanent Placement, Executive Search, Human Resources, Strategy, Benefits Negotiation, College Recruiting, Staff Augmentation, Screening Resumes, Professional Services, Hiring, Onboarding, Time Management, Business Development, Industrial Sector, Screening, Building Relationships, Search
Education
Simmons College - Simmons School of Management 2000 — 2002
Simmons College 1995 — 1999
Tonja Brown's Wachovia Experience April 2007 - June 2009
Job Director, Human Resources Business Partner at TIAACREF
Industry Human Resources
Experience
TIAA-CREF April 2015 - Present
Wells Fargo July 2013 - April 2015
T.W. Brown Associates, LLC October 2012 - December 2014
Mom Corps May 2013 - July 2013
Time Warner Cable October 2009 - September 2012
Wachovia April 2007 - June 2009
Wachovia January 2003 - April 2007
Wachovia May 2001 - January 2003
Wachovia September 2000 - May 2001
Wachovia December 1998 - September 2000
Skills
Change Management, Relationship Management, Strategic Planning, Project Management, Performance Consulting, Workshop Facilitation, Customer Service, Process Improvement, Performance Management, Leadership Development, Vendor Management, Team Building, Talent Management, Leadership, Employee Relations, Organizational..., Employee Engagement, Human Resources, Coaching, PeopleSoft, Nonprofits, Recruiting, Strategy, Training, Program Management, Call Centers, Talent Acquisition
Education
South Carolina State University 1989 — 1993
Bachelor of Science, Accounting
University of South Carolina-Columbia
Master of Business Administration (MBA)
TIAA-CREF April 2015 - Present
Wells Fargo July 2013 - April 2015
T.W. Brown Associates, LLC October 2012 - December 2014
Mom Corps May 2013 - July 2013
Time Warner Cable October 2009 - September 2012
Wachovia April 2007 - June 2009
Wachovia January 2003 - April 2007
Wachovia May 2001 - January 2003
Wachovia September 2000 - May 2001
Wachovia December 1998 - September 2000
Skills
Change Management, Relationship Management, Strategic Planning, Project Management, Performance Consulting, Workshop Facilitation, Customer Service, Process Improvement, Performance Management, Leadership Development, Vendor Management, Team Building, Talent Management, Leadership, Employee Relations, Organizational..., Employee Engagement, Human Resources, Coaching, PeopleSoft, Nonprofits, Recruiting, Strategy, Training, Program Management, Call Centers, Talent Acquisition
Education
South Carolina State University 1989 — 1993
Bachelor of Science, Accounting
University of South Carolina-Columbia
Master of Business Administration (MBA)
Victor Reveron's Wachovia Experience July 2007 - January 2008
Job GSCS(SW) USN (RETIRED)
Industry Computer Software
Experience
Wachovia July 2007 - January 2008
BB&T Capital Markets November 2005 - December 2006
Lendingtree June 2001 - October 2005
Skills
Skilled in resource..., Logical thinker,..., Outstanding team...
Education
Southern Illinois University, Carbondale 1989 — 1994
Wachovia July 2007 - January 2008
BB&T Capital Markets November 2005 - December 2006
Lendingtree June 2001 - October 2005
Skills
Skilled in resource..., Logical thinker,..., Outstanding team...
Education
Southern Illinois University, Carbondale 1989 — 1994
Chad Arnold's Wachovia Experience January 2000 - January 2006
Job Human Resources Director at Quest Diagnostics
Industry Hospital & Health Care
Experience
Quest Diagnostics April 2012 - Present
Quest Diagnostics March 2011 - Present
Quest Diagnostics March 2011 - April 2012
HomEq Servicing / Barclays Capital January 2006 - April 2011
Wachovia January 2000 - January 2006
Fujitsu January 1996 - January 2000
Mitsubishi Electric US, Inc. January 1994 - January 1996
Applied Technologies Inc January 1993 - January 1994
New United Motors January 1992 - January 1993
Skills
Deferred Compensation, Employee Relations, Human Resources, Organizational..., Talent Management, Personnel Management, Performance Management, Workforce Planning, Recruiting, Onboarding, Coaching, Leadership, Talent Acquisition, Management, PeopleSoft
Education
San Jose State University 1989 — 1992
Bachelor of Arts, Industrial Organizational Psychology
Quest Diagnostics April 2012 - Present
Quest Diagnostics March 2011 - Present
Quest Diagnostics March 2011 - April 2012
HomEq Servicing / Barclays Capital January 2006 - April 2011
Wachovia January 2000 - January 2006
Fujitsu January 1996 - January 2000
Mitsubishi Electric US, Inc. January 1994 - January 1996
Applied Technologies Inc January 1993 - January 1994
New United Motors January 1992 - January 1993
Skills
Deferred Compensation, Employee Relations, Human Resources, Organizational..., Talent Management, Personnel Management, Performance Management, Workforce Planning, Recruiting, Onboarding, Coaching, Leadership, Talent Acquisition, Management, PeopleSoft
Education
San Jose State University 1989 — 1992
Bachelor of Arts, Industrial Organizational Psychology
Charlene Leong's Wachovia Experience July 2008 - July 2010
Job Treasury Management Sales Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2014 - Present
Wells Fargo Bank December 2011 - September 2014
Wells Fargo Bank June 2009 - January 2012
Wachovia July 2008 - July 2010
Spotbucket 2008 - 2010
Bank of America March 2008 - July 2008
Bank of America June 2006 - March 2008
Skills
Commercial Banking, Banking, Relationship Management, Treasury Management, Sales, Portfolio Management, Financial Services, Cash Management, Cross Selling, Retail Banking, Process Improvement, Financial Analysis, Customer Experience, Microsoft Excel, PowerPoint, HTML, Web Design
Education
San Jose State University 2000 — 2005
BFA, Digital Media
Mills High School 1996 — 2000
Wells Fargo October 2014 - Present
Wells Fargo Bank December 2011 - September 2014
Wells Fargo Bank June 2009 - January 2012
Wachovia July 2008 - July 2010
Spotbucket 2008 - 2010
Bank of America March 2008 - July 2008
Bank of America June 2006 - March 2008
Skills
Commercial Banking, Banking, Relationship Management, Treasury Management, Sales, Portfolio Management, Financial Services, Cash Management, Cross Selling, Retail Banking, Process Improvement, Financial Analysis, Customer Experience, Microsoft Excel, PowerPoint, HTML, Web Design
Education
San Jose State University 2000 — 2005
BFA, Digital Media
Mills High School 1996 — 2000
Lei Zeng's Wachovia Experience November 2006 - August 2007
Job DBA at amazon
Industry Information Technology and Services
Experience
Amazon January 2012 - Present
Yahoo! August 2007 - August 2011
Wachovia November 2006 - August 2007
MultiPlan March 2006 - November 2006
Vicor Corporation August 2003 - March 2006
Wachovia May 1999 - June 2003
Skills
Oracle RAC, Oracle Applications, Oracle Discoverer, Oracle E-Business Suite, Oracle Reports, Sun Java, HP-UX, HP Openview, Red Hat Linux, Windows Server, Microsoft SQL Server
Education
Southern Illinois University, Carbondale 1997 — 1999
MS, Computer Science
Amazon January 2012 - Present
Yahoo! August 2007 - August 2011
Wachovia November 2006 - August 2007
MultiPlan March 2006 - November 2006
Vicor Corporation August 2003 - March 2006
Wachovia May 1999 - June 2003
Skills
Oracle RAC, Oracle Applications, Oracle Discoverer, Oracle E-Business Suite, Oracle Reports, Sun Java, HP-UX, HP Openview, Red Hat Linux, Windows Server, Microsoft SQL Server
Education
Southern Illinois University, Carbondale 1997 — 1999
MS, Computer Science
Sean Mistretta's Wachovia Experience 2002 - 2010
Job Senior Trader at BB&T
Industry Banking
Experience
BB&T October 2010 - Present
Wachovia 2002 - 2010
Wachovia June 1998 - June 2002
Wachovia May 1997 - June 1998
Skills
Fixed Income, Capital Markets, Credit, Loans, Analysis, Bloomberg, Credit Risk, Finance, Financial Risk, Hedging, Interest Rate Risk..., MBS, Mortgage Banking, Mortgage Lending, Options, Risk Management, Securities, Trading, Loan Origination, Rates, Mergers, Underwriting, Securitization
Education
BB&T Banking School at Wake Forest University 2014 — 2015
Southeastern Louisiana University 1990 — 1995
BA, Economics
BB&T October 2010 - Present
Wachovia 2002 - 2010
Wachovia June 1998 - June 2002
Wachovia May 1997 - June 1998
Skills
Fixed Income, Capital Markets, Credit, Loans, Analysis, Bloomberg, Credit Risk, Finance, Financial Risk, Hedging, Interest Rate Risk..., MBS, Mortgage Banking, Mortgage Lending, Options, Risk Management, Securities, Trading, Loan Origination, Rates, Mergers, Underwriting, Securitization
Education
BB&T Banking School at Wake Forest University 2014 — 2015
Southeastern Louisiana University 1990 — 1995
BA, Economics
Hong Jiang's Wachovia Experience March 2002 - December 2004
Job Independent Contributor at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
Raymond James Financial Inc. September 2014 - Present
UBS Wealth Management August 2007 - May 2014
Morgan Stanley February 2006 - August 2007
Goldman Sachs April 2005 - September 2005
Wachovia March 2002 - December 2004
Prudential Securities March 1997 - March 2002
Skills
Trading Systems, IT Strategy, Equities, Business Analysis, Requirements Analysis, Market Data, Electronic Trading, Trading, Leadership, SOA, Agile Methodologies, SDLC, Systems Analysis, Portfolio Management, Enterprise Architecture, Java, DB2, Unix
Education
Syracuse University 1990 — 1992
M.S, Applied Mathematics/Statistics
University of Wyoming 1987 — 1990
B.S., Electrical Engineering
Shanghai Jiao Tong University 1984 — 1987
Electrical Engineering
Raymond James Financial Inc. September 2014 - Present
UBS Wealth Management August 2007 - May 2014
Morgan Stanley February 2006 - August 2007
Goldman Sachs April 2005 - September 2005
Wachovia March 2002 - December 2004
Prudential Securities March 1997 - March 2002
Skills
Trading Systems, IT Strategy, Equities, Business Analysis, Requirements Analysis, Market Data, Electronic Trading, Trading, Leadership, SOA, Agile Methodologies, SDLC, Systems Analysis, Portfolio Management, Enterprise Architecture, Java, DB2, Unix
Education
Syracuse University 1990 — 1992
M.S, Applied Mathematics/Statistics
University of Wyoming 1987 — 1990
B.S., Electrical Engineering
Shanghai Jiao Tong University 1984 — 1987
Electrical Engineering
Diana Himes's Wachovia Experience March 2005 - February 2008
Job Risk Manager Operational Risk at Ally Financial Inc.
Industry Banking
Experience
Ally Financial Inc. August 2012 - Present
Ally Financial Inc. November 2009 - August 2012
Wachovia March 2005 - February 2008
Banc of America Securities September 1999 - March 2005
Education
Southern Illinois University, Carbondale 1995 — 1998
Ally Financial Inc. August 2012 - Present
Ally Financial Inc. November 2009 - August 2012
Wachovia March 2005 - February 2008
Banc of America Securities September 1999 - March 2005
Education
Southern Illinois University, Carbondale 1995 — 1998
Deborah Farris's Wachovia Experience May 2006 - October 2008
Job Department of Veterans AffairsResearch service clerk
Industry Banking
Experience
SFSU January 2011 - December 2012
Wachovia May 2006 - October 2008
Wachovia Mortgage, FSB 2006 - 2008
World Savings 2003 - 2006
Skills
Mortgage Lending, Loans, Workshop Facilitation, Banking, Outlook, PowerPoint, Microsoft Word, Credit, Team Leadership, Customer Service, Microsoft Office, Training, Mortgage Banking, Public Speaking, Leadership, Risk Management, Process Improvement
Education
San Francisco State University 2013 — 2015
Master's degree, Communication Studies
San Francisco State University 2011 — 2013
Bachelor's degree with honors, Communication Studies
Santa Rosa Junior College 2008 — 2010
AA, Human Resources
SFSU January 2011 - December 2012
Wachovia May 2006 - October 2008
Wachovia Mortgage, FSB 2006 - 2008
World Savings 2003 - 2006
Skills
Mortgage Lending, Loans, Workshop Facilitation, Banking, Outlook, PowerPoint, Microsoft Word, Credit, Team Leadership, Customer Service, Microsoft Office, Training, Mortgage Banking, Public Speaking, Leadership, Risk Management, Process Improvement
Education
San Francisco State University 2013 — 2015
Master's degree, Communication Studies
San Francisco State University 2011 — 2013
Bachelor's degree with honors, Communication Studies
Santa Rosa Junior College 2008 — 2010
AA, Human Resources
Fred McGhee, CISSP's Wachovia Experience February 2007 - May 2008
Job Corporate Information Security Financial Services
Industry Information Technology and Services
Experience
TIAA-CREF May 2014 - Present
Bank of America March 2010 - May 2014
Titan Technology Partners May 2008 - February 2010
Wachovia February 2007 - May 2008
USLEC Corp now Paetec Communications December 1999 - February 2007
Intense School 2005 - 2005
Skills
CISSP, Active Directory, Business Process..., Cloud Computing, Computer Security, Disaster Recovery, Enterprise Software, Firewalls, IT Management, IT Strategy, ITIL, Information Security, Information Security..., Information Technology, Integration, Leadership, Management, Network Security, Networking, Penetration Testing, Security, Strategic Planning, TCP/IP, Business Continuity, PCI DSS, Vulnerability Management, Project Planning, Servers, Program Management, IT Audit, Vulnerability Assessment, Managed Services, Enterprise Architecture, Data Center, Unix, Business Analysis, Visio, Cisco Technologies, Microsoft Office, Customer Service, Analysis, Vendor Management
Education
Strayer University 2014 — 2016
Master of Technology (M.Tech.), Management Information Systems, General
University of Phoenix 2013 — 2016
Bachelor's Degree, Information Systems Security
Shaw University
TIAA-CREF May 2014 - Present
Bank of America March 2010 - May 2014
Titan Technology Partners May 2008 - February 2010
Wachovia February 2007 - May 2008
USLEC Corp now Paetec Communications December 1999 - February 2007
Intense School 2005 - 2005
Skills
CISSP, Active Directory, Business Process..., Cloud Computing, Computer Security, Disaster Recovery, Enterprise Software, Firewalls, IT Management, IT Strategy, ITIL, Information Security, Information Security..., Information Technology, Integration, Leadership, Management, Network Security, Networking, Penetration Testing, Security, Strategic Planning, TCP/IP, Business Continuity, PCI DSS, Vulnerability Management, Project Planning, Servers, Program Management, IT Audit, Vulnerability Assessment, Managed Services, Enterprise Architecture, Data Center, Unix, Business Analysis, Visio, Cisco Technologies, Microsoft Office, Customer Service, Analysis, Vendor Management
Education
Strayer University 2014 — 2016
Master of Technology (M.Tech.), Management Information Systems, General
University of Phoenix 2013 — 2016
Bachelor's Degree, Information Systems Security
Shaw University
Amy Wisecarver's Wachovia Experience September 1985 - November 2007
Job training/banking
Industry Professional Training & Coaching
Experience
Wachovia September 1985 - November 2007
World Savings 1985 - 2007
Skills
Credit, Financial Services, Banking, Employee Training, Underwriting, Project Management, Loans, Mortgage Lending, Loan Origination, Training, Mortgage Banking, Leadership, Management, Mergers & Acquisitions, Risk Management, Refinance, Finance, Team Building, Mortgage Underwriting, Executive Management, Credit Analysis
Education
University of Phoenix
Master's degree, Adult Education and Training
San Diego State University-California State University
Bachelors, Business Management, Emphasis in Human Resources
Wachovia September 1985 - November 2007
World Savings 1985 - 2007
Skills
Credit, Financial Services, Banking, Employee Training, Underwriting, Project Management, Loans, Mortgage Lending, Loan Origination, Training, Mortgage Banking, Leadership, Management, Mergers & Acquisitions, Risk Management, Refinance, Finance, Team Building, Mortgage Underwriting, Executive Management, Credit Analysis
Education
University of Phoenix
Master's degree, Adult Education and Training
San Diego State University-California State University
Bachelors, Business Management, Emphasis in Human Resources
Norman O'Shea's Wachovia Experience January 2007 - December 2008
Job Administration at Wachovia
Industry Financial Services
Experience
Wachovia January 2007 - December 2008
World Savings March 2005 - January 2007
JPMorgan Chase January 2003 - February 2005
Weyland and Company 2002 - 2003
DSL Networks 2001 - 2002
IBM 2000 - 2001
Accenture 1999 - 2000
Skills
Banking, Loans, Customer Service
Education
University of California, Berkeley 2008 — 2009
Certification, Project Management
San Francisco State University 1996 — 1999
Bachelor of Arts (BA), Cinematography and Film/Video Production
Wachovia January 2007 - December 2008
World Savings March 2005 - January 2007
JPMorgan Chase January 2003 - February 2005
Weyland and Company 2002 - 2003
DSL Networks 2001 - 2002
IBM 2000 - 2001
Accenture 1999 - 2000
Skills
Banking, Loans, Customer Service
Education
University of California, Berkeley 2008 — 2009
Certification, Project Management
San Francisco State University 1996 — 1999
Bachelor of Arts (BA), Cinematography and Film/Video Production
Terry Wing's Wachovia Experience December 2005 - October 2007
Job Senior Traffic Manager (Contract)
Industry Marketing and Advertising
Experience
Wells Fargo (Contractor) March 2015 - Present
McKesson (Contractor) February 2014 - December 2014
Charles Schwab (Contractor) September 2013 - December 2013
Blue Shield of California March 2011 - September 2013
Blue Shield of California March 2009 - September 2013
Charles Schwab November 2007 - January 2009
Wachovia December 2005 - October 2007
Wachovia July 2002 - October 2007
Kensington 2000 - 2001
Krames Patient Education 1993 - 2000
Skills
Press Releases, Publishing, Integrated Marketing, Direct Marketing, Email Marketing, Advertising, Direct Mail, Marketing Communications, Digital Strategy, Online Advertising, Digital Marketing, Social Media Marketing, Online Marketing, Adobe Creative Suite, Brand Development, Corporate Branding, Graphic Design, Interactive Marketing, Creative Direction, Marketing, Digital Media, Web Analytics, SEM, SEO, Copywriting, Google Analytics, Content Strategy, Creative Strategy, E-commerce, Lead Generation, Brand Management, Mobile Marketing, Campaign Management, Content Management, Interactive Advertising, Analytics, Relationship Marketing, User Experience, Project Management, Facebook
Education
San Francisco State University 1982 — 1989
Bachelor's degree, Marketing and Advertising
Wells Fargo (Contractor) March 2015 - Present
McKesson (Contractor) February 2014 - December 2014
Charles Schwab (Contractor) September 2013 - December 2013
Blue Shield of California March 2011 - September 2013
Blue Shield of California March 2009 - September 2013
Charles Schwab November 2007 - January 2009
Wachovia December 2005 - October 2007
Wachovia July 2002 - October 2007
Kensington 2000 - 2001
Krames Patient Education 1993 - 2000
Skills
Press Releases, Publishing, Integrated Marketing, Direct Marketing, Email Marketing, Advertising, Direct Mail, Marketing Communications, Digital Strategy, Online Advertising, Digital Marketing, Social Media Marketing, Online Marketing, Adobe Creative Suite, Brand Development, Corporate Branding, Graphic Design, Interactive Marketing, Creative Direction, Marketing, Digital Media, Web Analytics, SEM, SEO, Copywriting, Google Analytics, Content Strategy, Creative Strategy, E-commerce, Lead Generation, Brand Management, Mobile Marketing, Campaign Management, Content Management, Interactive Advertising, Analytics, Relationship Marketing, User Experience, Project Management, Facebook
Education
San Francisco State University 1982 — 1989
Bachelor's degree, Marketing and Advertising
Deana McAuliffe's Wachovia Experience Business AnalystWachovia Bank2006 - Present
Job Operational Risk Consultant Wells Fargo
Industry Banking
Experience
Wachovia Business AnalystWachovia Bank2006 - Present
Wells Fargo Securities, LLC 2006 - Present
Education
Southern Illinois University, Carbondale 1995 — 2001
Wachovia Business AnalystWachovia Bank2006 - Present
Wells Fargo Securities, LLC 2006 - Present
Education
Southern Illinois University, Carbondale 1995 — 2001
Carlos Marcal's Wachovia Experience 1996 - 2006
Job Vice President at JPM Chase
Industry Banking
Experience
JPM Chase Vice PresidentJPMorgan Chase2006 - 2008
Wachovia 1996 - 2006
Education
San Francisco State University 1900 — 1900
MBA
JPM Chase Vice PresidentJPMorgan Chase2006 - 2008
Wachovia 1996 - 2006
Education
San Francisco State University 1900 — 1900
MBA
Katrina Purdie's Wachovia Experience January 2010 - June 2011
Job Business Systems Consultant at Wells Fargo
Industry Telecommunications
Experience
Wells Fargo April 2013 - Present
Contractor at Wells Fargo January 2012 - April 2013
Wachovia January 2010 - June 2011
TeleSource, Inc. June 2006 - November 2008
BellSouth Long Distance April 2001 - June 2006
Skills
Telecommunications, Troubleshooting, Process Improvement, Access, Customer Service, Telecom Expense..., Provisioning, Negotiation, Business Analysis, VoIP, Data Center, MPLS, Vendor Management, IP, Managed Services, Team Leadership, Project Management, Business Process..., Microsoft Office, Team Building
Education
University of North Carolina at Wilmington 1991 — 1993
Shorter University
Wells Fargo April 2013 - Present
Contractor at Wells Fargo January 2012 - April 2013
Wachovia January 2010 - June 2011
TeleSource, Inc. June 2006 - November 2008
BellSouth Long Distance April 2001 - June 2006
Skills
Telecommunications, Troubleshooting, Process Improvement, Access, Customer Service, Telecom Expense..., Provisioning, Negotiation, Business Analysis, VoIP, Data Center, MPLS, Vendor Management, IP, Managed Services, Team Leadership, Project Management, Business Process..., Microsoft Office, Team Building
Education
University of North Carolina at Wilmington 1991 — 1993
Shorter University
Mary Beth Dean's Wachovia Experience 2004 - 2009
Job Mortgage Banking
Industry Banking
Experience
Home May 2014 - Present
TD October 2012 - May 2014
Capital One Home Loans April 2010 - September 2012
Wachovia Mortgage November 2005 - July 2009
Wachovia 2004 - 2009
SouthTrust Mortgage 1998 - 2004
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, Loans, FHA, Refinance, Residential Mortgages, VA loans, USDA, Credit, Underwriting, Construction Loans, Banking, Consumer Lending, Financial Services, Mortgage Underwriting, Financial Analysis, Process Improvement, Commercial Lending, Credit Analysis, Credit Risk, Loan Servicing, Real Estate, VA Loans
Education
Samford University 1989 — 1993
Bachelor of Arts (BA), English/Business
Webb school of Knoxville 1985 — 1989
Home May 2014 - Present
TD October 2012 - May 2014
Capital One Home Loans April 2010 - September 2012
Wachovia Mortgage November 2005 - July 2009
Wachovia 2004 - 2009
SouthTrust Mortgage 1998 - 2004
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, Loans, FHA, Refinance, Residential Mortgages, VA loans, USDA, Credit, Underwriting, Construction Loans, Banking, Consumer Lending, Financial Services, Mortgage Underwriting, Financial Analysis, Process Improvement, Commercial Lending, Credit Analysis, Credit Risk, Loan Servicing, Real Estate, VA Loans
Education
Samford University 1989 — 1993
Bachelor of Arts (BA), English/Business
Webb school of Knoxville 1985 — 1989
JP Carter's Wachovia Experience September 1985 - March 2012
Job VP Project Manager at SunTrust Bank
Industry Banking
Experience
SunTrust Bank March 2012 - Present
Wachovia Bank September 1996 - March 2012
Wachovia September 1985 - March 2012
Skills
SDLC, PMO, Project Management, Enterprise Software, Banking, Risk Management, Business Analysis, Process Improvement, Payments, Portfolio Management, Vendor Management, Financial Services, Project Portfolio..., Retail Banking, Relationship Management, Business Requirements, Treasury Management, Program Management, Software Project..., Financial Analysis, Business Process...
Education
South Carolina State University 1980 — 1984
C.A. Johnson
C.A. Johnson
SunTrust Bank March 2012 - Present
Wachovia Bank September 1996 - March 2012
Wachovia September 1985 - March 2012
Skills
SDLC, PMO, Project Management, Enterprise Software, Banking, Risk Management, Business Analysis, Process Improvement, Payments, Portfolio Management, Vendor Management, Financial Services, Project Portfolio..., Retail Banking, Relationship Management, Business Requirements, Treasury Management, Program Management, Software Project..., Financial Analysis, Business Process...
Education
South Carolina State University 1980 — 1984
C.A. Johnson
C.A. Johnson
Eugene Hammett's Wachovia Experience 1994 - 2004
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Wachovia 1994 - 2004
Education
University of South Carolina - Darla Moore School of Business 1969 — 1972
Sewanee-The University of the South 1957 — 1960
Ba, Economics and Business
Wachovia 1994 - 2004
Education
University of South Carolina - Darla Moore School of Business 1969 — 1972
Sewanee-The University of the South 1957 — 1960
Ba, Economics and Business
Douglas Bealer's Wachovia Experience April 2004 - January 2007
Job Sales Business Analyst at Graham Packaging
Industry Financial Services
Experience
Graham Packaging November 2014 - Present
Dentsply January 2007 - November 2014
Wachovia April 2004 - January 2007
Morgan Stanley April 2003 - March 2004
T. Rowe Price 1997 - 2001
Skills
Account Management, Sales Process, Sales Operations, Financial Analysis, Cross-functional Team..., Sales, Forecasting, Sales Management, Competitive Analysis, Management, Market Analysis, Product Management, Product Marketing, Training
Education
University of North Carolina at Wilmington 1993 — 1997
B.S., Finance, International Business
Shippensburg University of Pennsylvania
Currently enrolled in MBA program
Dallastown HS
Diploma
Graham Packaging November 2014 - Present
Dentsply January 2007 - November 2014
Wachovia April 2004 - January 2007
Morgan Stanley April 2003 - March 2004
T. Rowe Price 1997 - 2001
Skills
Account Management, Sales Process, Sales Operations, Financial Analysis, Cross-functional Team..., Sales, Forecasting, Sales Management, Competitive Analysis, Management, Market Analysis, Product Management, Product Marketing, Training
Education
University of North Carolina at Wilmington 1993 — 1997
B.S., Finance, International Business
Shippensburg University of Pennsylvania
Currently enrolled in MBA program
Dallastown HS
Diploma
Jim Zheng's Wachovia Experience February 2007 - December 2008
Job Senior Vice President/Quantitative Finanace Manager at Bank of America
Industry Financial Services
Experience
Bank of America July 2014 - Present
Bank of America December 2008 - June 2014
Wachovia February 2007 - December 2008
Bank of America April 2004 - February 2007
Sprint November 1998 - April 2004
Citibank March 1998 - November 1998
Sprint July 1995 - March 1998
Skills
Strategy, Credit, Analysis, Business Analysis, Financial Risk, Leadership, Banking, Analytics, Credit Cards, Portfolio Management, Risk Management, Credit Risk, Financial Analysis, Market Risk, Financial Modeling
Education
Southern Illinois University, Carbondale 1991 — 1996
PHD, Economics
Southeast Missouri State University 1989 — 1991
MBA, Finance
Shanghai University
MS, Industrial Engineering
Wuhan University of Technology
BS, Industrial Engineering/Management
Bank of America July 2014 - Present
Bank of America December 2008 - June 2014
Wachovia February 2007 - December 2008
Bank of America April 2004 - February 2007
Sprint November 1998 - April 2004
Citibank March 1998 - November 1998
Sprint July 1995 - March 1998
Skills
Strategy, Credit, Analysis, Business Analysis, Financial Risk, Leadership, Banking, Analytics, Credit Cards, Portfolio Management, Risk Management, Credit Risk, Financial Analysis, Market Risk, Financial Modeling
Education
Southern Illinois University, Carbondale 1991 — 1996
PHD, Economics
Southeast Missouri State University 1989 — 1991
MBA, Finance
Shanghai University
MS, Industrial Engineering
Wuhan University of Technology
BS, Industrial Engineering/Management
Robert Riolo's Wachovia Experience February 2003 - Present
Job Appraisal Manager at Wachovia
Industry Banking
Experience
Wachovia February 2003 - Present
World Savings September 1988 - February 2003
Education
Santa Clara University 1983 — 1985
MBA
Wachovia February 2003 - Present
World Savings September 1988 - February 2003
Education
Santa Clara University 1983 — 1985
MBA
Paul Whittle's Wachovia Experience 2006 - 2008
Job Account Manager Helping customers gain a competitive advantage in Digital Transformation
Industry Computer Software
Experience
BMC Software February 2015 - Present
WANdisco May 2014 - February 2015
IBM March 2013 - 2014
CA Technologies May 2009 - March 2013
ADP TotalSource 2008 - 2009
Wachovia 2006 - 2008
World Savings 2005 - 2006
World Savings 2004 - 2005
Nike, Inc 1998 - 2004
Skills
Leadership, Solution Selling, SaaS, Salesforce.com, Enterprise Software, Recruiting, Sales, Selling, Business Development, Sales Management, Training, Forecasting, Software Industry, Management, CRM, Customer Satisfaction, Account Management, Direct Marketing, Strategic Planning, Negotiation, Sales Process, Market Research, Strategy, Direct Sales, Sales Operations, Networking, Customer Service
Education
San Jose State University 1991 — 1995
Political Science
Simi Valley High School
BMC Software February 2015 - Present
WANdisco May 2014 - February 2015
IBM March 2013 - 2014
CA Technologies May 2009 - March 2013
ADP TotalSource 2008 - 2009
Wachovia 2006 - 2008
World Savings 2005 - 2006
World Savings 2004 - 2005
Nike, Inc 1998 - 2004
Skills
Leadership, Solution Selling, SaaS, Salesforce.com, Enterprise Software, Recruiting, Sales, Selling, Business Development, Sales Management, Training, Forecasting, Software Industry, Management, CRM, Customer Satisfaction, Account Management, Direct Marketing, Strategic Planning, Negotiation, Sales Process, Market Research, Strategy, Direct Sales, Sales Operations, Networking, Customer Service
Education
San Jose State University 1991 — 1995
Political Science
Simi Valley High School
Scott Mattei's Wachovia Experience June 2004 - December 2008
Job Technical Training Managers at Wachovia
Industry Real Estate
Experience
Wachovia June 2004 - December 2008
Wachovia July 1998 - December 2008
World Savings/Wachovia 1992 - 2008
Wachovia Bank 1992 - 2008
WACHOVIA FSB 1992 - 2008
Wachovia/World Savings 2001 - 2004
world savings January 1997 - May 2003
World Savings and Loan 1998 - 2003
Education
Sonoma State University 1990 — 1992
BA, Business Administation
Wachovia June 2004 - December 2008
Wachovia July 1998 - December 2008
World Savings/Wachovia 1992 - 2008
Wachovia Bank 1992 - 2008
WACHOVIA FSB 1992 - 2008
Wachovia/World Savings 2001 - 2004
world savings January 1997 - May 2003
World Savings and Loan 1998 - 2003
Education
Sonoma State University 1990 — 1992
BA, Business Administation
Lesa Dillard's Wachovia Experience 2006 - 2008
Job Change Manager Enterprise Credit Risk at Bank of America
Industry Management Consulting
Experience
Bank of America March 2013 - Present
Ally Bank August 2010 - March 2013
TIAA-CREF December 2009 - June 2010
Ajilon Consulting February 2009 - December 2009
SightSpan May 2008 - December 2008
Wachovia 2006 - 2008
Bank of America 1996 - 2006
Skills
Databases, Business Analysis, Risk Management, Vendor Management, Financial Risk, SDLC, Data Warehousing, Process Improvement, Software Project..., Oracle, Business Intelligence
Education
Southern Illinois University, Carbondale 1980 — 1984
computer science
Bank of America March 2013 - Present
Ally Bank August 2010 - March 2013
TIAA-CREF December 2009 - June 2010
Ajilon Consulting February 2009 - December 2009
SightSpan May 2008 - December 2008
Wachovia 2006 - 2008
Bank of America 1996 - 2006
Skills
Databases, Business Analysis, Risk Management, Vendor Management, Financial Risk, SDLC, Data Warehousing, Process Improvement, Software Project..., Oracle, Business Intelligence
Education
Southern Illinois University, Carbondale 1980 — 1984
computer science
Deann Cibrian's Wachovia Experience April 2000 - August 2008
Job Underwriter at Wachovia
Industry Financial Services
Experience
Wachovia April 2000 - August 2008
Education
San Diego State University-California State University 1991 — 1993
Bachelor of Science, Business Admin. w/Concentration in Real Estate
Wachovia April 2000 - August 2008
Education
San Diego State University-California State University 1991 — 1993
Bachelor of Science, Business Admin. w/Concentration in Real Estate
Iva Jeruchim's Wachovia Experience 2005 - 2009
Job vice president at Wachovia
Industry Financial Services
Experience
wachovia business banking 2000 - Present
wachovia 2005 - 2009
Wachovia Securities November 2005 - September 2008
NOVA Savings Bank June 2005 - December 2005
Royal Bank of Scotland Group 2000 - 2005
Skills
Retail Banking, Consumer Lending, Commercial Lending, Commercial Banking, Loans, Banking, Small Business Lending, Portfolio Management, Credit, Asset Based Lending, Credit Analysis, Treasury Management, Commercial Mortgages, Credit Risk, Credit Cards, Risk Management, Relationship Management, Lines Of Credit, Financial Services, Business Development, Wealth Management, Underwriting, SBA, Loan Origination, Cross Selling, Mortgage Lending, Cash Management, Financial Analysis
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2008
MBA, Business
Sofia University St. Kliment Ohridski 1994 — 2000
MS, Anthropology and Urbanization
wachovia business banking 2000 - Present
wachovia 2005 - 2009
Wachovia Securities November 2005 - September 2008
NOVA Savings Bank June 2005 - December 2005
Royal Bank of Scotland Group 2000 - 2005
Skills
Retail Banking, Consumer Lending, Commercial Lending, Commercial Banking, Loans, Banking, Small Business Lending, Portfolio Management, Credit, Asset Based Lending, Credit Analysis, Treasury Management, Commercial Mortgages, Credit Risk, Credit Cards, Risk Management, Relationship Management, Lines Of Credit, Financial Services, Business Development, Wealth Management, Underwriting, SBA, Loan Origination, Cross Selling, Mortgage Lending, Cash Management, Financial Analysis
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2008
MBA, Business
Sofia University St. Kliment Ohridski 1994 — 2000
MS, Anthropology and Urbanization
Eliana Alves-Silva's Wachovia Experience 2003 - 2008
Job Certified Appraiser
Industry Real Estate
Experience
Rels Valuation August 2011 - Present
San Mateo County Assessor's Office March 2010 - October 2010
The Property Sciences Group March 2009 - March 2010
The Property Sciences Group March 2009 - March 2010
Wachovia 2003 - 2008
World Savings 2003 - 2008
Skills
REO, FHA, Condos, Single Family Homes, Investment Properties, Residential Homes, Real Estate, Appraisals, Refinance, Real Estate Economics, Foreclosures, Short Sales
Education
San Francisco State University
Bachelor in Arts, Psychology
Rels Valuation August 2011 - Present
San Mateo County Assessor's Office March 2010 - October 2010
The Property Sciences Group March 2009 - March 2010
The Property Sciences Group March 2009 - March 2010
Wachovia 2003 - 2008
World Savings 2003 - 2008
Skills
REO, FHA, Condos, Single Family Homes, Investment Properties, Residential Homes, Real Estate, Appraisals, Refinance, Real Estate Economics, Foreclosures, Short Sales
Education
San Francisco State University
Bachelor in Arts, Psychology
Sylvia Solis-DeHoyos's Wachovia Experience March 2010 - August 2013
Job Business Process Analyst II at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2013 - Present
Wachovia March 2010 - August 2013
Wachovia, A Wells Fargo Company March 2010 - August 2013
Education
San Antonio College 1986 — 1986
Wells Fargo August 2013 - Present
Wachovia March 2010 - August 2013
Wachovia, A Wells Fargo Company March 2010 - August 2013
Education
San Antonio College 1986 — 1986
Ken Aguon's Wachovia Experience October 2006 - December 2008
Job President at OIC Insurance Services Group
Industry Insurance
Experience
OIC Insurance Services Group February 2009 - Present
Wachovia October 2006 - December 2008
Wachovia Bank January 1984 - December 2008
Wachovia/World Savings January 1984 - December 2008
World Savings 1984 - 2008
Skills
Leadership Development, Loans, Mortgage Banking, Mortgage Lending, Credit, Loss Mitigation, Banking, Underwriting, Loan Origination, Leadership, Team Building, Training, FHA, Customer Service, Real Estate, Investment Properties, Finance, Small Business, Management, Portfolio Management, Residential Mortgages, Investments, Risk Management, Insurance, Refinance, REO, Appraisals, Sales, Credit Analysis, Mergers & Acquisitions, Strategy, USDA, FHA financing, Commercial Lending, Loan Servicing, Consumer Lending, Commercial Mortgages, VA loans, Small Business Lending, Mortgage Underwriting, Real Estate Financing, Reverse Mortgages
Education
Sonoma State University 1974 — 1980
BS, Accounting
OIC Insurance Services Group February 2009 - Present
Wachovia October 2006 - December 2008
Wachovia Bank January 1984 - December 2008
Wachovia/World Savings January 1984 - December 2008
World Savings 1984 - 2008
Skills
Leadership Development, Loans, Mortgage Banking, Mortgage Lending, Credit, Loss Mitigation, Banking, Underwriting, Loan Origination, Leadership, Team Building, Training, FHA, Customer Service, Real Estate, Investment Properties, Finance, Small Business, Management, Portfolio Management, Residential Mortgages, Investments, Risk Management, Insurance, Refinance, REO, Appraisals, Sales, Credit Analysis, Mergers & Acquisitions, Strategy, USDA, FHA financing, Commercial Lending, Loan Servicing, Consumer Lending, Commercial Mortgages, VA loans, Small Business Lending, Mortgage Underwriting, Real Estate Financing, Reverse Mortgages
Education
Sonoma State University 1974 — 1980
BS, Accounting
Matthew Bane's Wachovia Experience October 2002 - August 2008
Job Reatlor/Loan Officer at Excel Realty and Mortgage
Industry Real Estate
Experience
Priority Capital Funding Reatlor/Loan OfficerExcel Realty and MortgageNovember 2009 - Present
Wachovia October 2002 - August 2008
Education
San Francisco State University 1996 — 2001
BA, Accounting
Priority Capital Funding Reatlor/Loan OfficerExcel Realty and MortgageNovember 2009 - Present
Wachovia October 2002 - August 2008
Education
San Francisco State University 1996 — 2001
BA, Accounting
Deborah Ashford's Wachovia Experience November 2002 - October 2008
Job Asset Manager at Bayview Loan Servicing
Industry Banking
Experience
Wachovia November 2002 - October 2008
Education
San Jose State University
Bachelor of Science, Business Administration/ Accounting
Wachovia November 2002 - October 2008
Education
San Jose State University
Bachelor of Science, Business Administration/ Accounting
Patrick Wrischnik's Wachovia Experience May 2008 - Present
Job VP Wells Fargo Advisors
Industry Banking
Experience
Wachovia May 2008 - Present
Wells Fargo Advisors 2008 - Present
Well Fargo Advisors 2008 - Present
Wells Fargo Advisors 2008 - 2009
Bank of America May 1997 - May 2008
Education
Southern Illinois University, Carbondale 1988 — 1992
BS, Finance
Wachovia May 2008 - Present
Wells Fargo Advisors 2008 - Present
Well Fargo Advisors 2008 - Present
Wells Fargo Advisors 2008 - 2009
Bank of America May 1997 - May 2008
Education
Southern Illinois University, Carbondale 1988 — 1992
BS, Finance
Rich Tobin's Wachovia Experience 2006 - 2009
Job Managing Director at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo Securities 2009 - Present
Wachovia 2006 - 2009
CIBC World Markets 1998 - 2005
Education
Seton Hall University School of Law 1991 — 1994
JD, Law
Villanova University 1987 — 1991
BA, Economics
Wells Fargo Securities 2009 - Present
Wachovia 2006 - 2009
CIBC World Markets 1998 - 2005
Education
Seton Hall University School of Law 1991 — 1994
JD, Law
Villanova University 1987 — 1991
BA, Economics
Sandra Rincand-Idrogo's Wachovia Experience 2005 - 2010
Job Licensed Realtor at CENTURY 21®
Industry Marketing and Advertising
Experience
CENTURY 21® 2014 - Present
www.partyplanningusa.com January 2014 - Present
Bank of America 2010 - 2013
Wachovia 2005 - 2010
Citi 1995 - 2005
WestAmerica Bank 1994 - 1995
jcpenney 1991 - 1995
Skills
Loans, Banking, Sales, Cross Selling, Commercial Banking, Management, Leadership, Team Building, Retail Banking, Customer Service, New Business Development, Operations Management, Team Leadership, Real Estate, Customer Retention, Teamwork, Web Design, Teller Operations, Store Operations, Real Estate Transactions, Commercial Real Estate, Customer Satisfaction, Customer Experience, National Association of...
Education
Fairfield H. S 1989 — 1992
High School
Solano Community College
Associate’s Degree, Sociology
CENTURY 21® 2014 - Present
www.partyplanningusa.com January 2014 - Present
Bank of America 2010 - 2013
Wachovia 2005 - 2010
Citi 1995 - 2005
WestAmerica Bank 1994 - 1995
jcpenney 1991 - 1995
Skills
Loans, Banking, Sales, Cross Selling, Commercial Banking, Management, Leadership, Team Building, Retail Banking, Customer Service, New Business Development, Operations Management, Team Leadership, Real Estate, Customer Retention, Teamwork, Web Design, Teller Operations, Store Operations, Real Estate Transactions, Commercial Real Estate, Customer Satisfaction, Customer Experience, National Association of...
Education
Fairfield H. S 1989 — 1992
High School
Solano Community College
Associate’s Degree, Sociology
Chris Snead's Wachovia Experience August 2006 - October 2008
Job Financial Services Professional
Industry Financial Services
Experience
Wachovia August 2006 - October 2008
Education
San Antonio College 1998 — 2000
AA, Real Estate
Wachovia August 2006 - October 2008
Education
San Antonio College 1998 — 2000
AA, Real Estate
April Timmons's Wachovia Experience November 2005 - November 2008
Job Branch Manager at Patriot Bank
Industry Banking
Experience
Patriot Bank November 2008 - Present
Wachovia November 2005 - November 2008
Amegy Bank May 2001 - December 2005
WaMu June 1997 - May 2001
Skills
Banking, Credit, Loans, Portfolio Management, Risk Management, Operations Management, Commercial Lending, Finance, Commercial Banking, Consumer Lending, Credit Risk, Small Business Lending
Education
University of Houston-Clear Lake 1998 — 2001
Bachelor of Business Administration (B.B.A.)
San Jacinto College 1996 — 1998
Associates, Business
Patriot Bank November 2008 - Present
Wachovia November 2005 - November 2008
Amegy Bank May 2001 - December 2005
WaMu June 1997 - May 2001
Skills
Banking, Credit, Loans, Portfolio Management, Risk Management, Operations Management, Commercial Lending, Finance, Commercial Banking, Consumer Lending, Credit Risk, Small Business Lending
Education
University of Houston-Clear Lake 1998 — 2001
Bachelor of Business Administration (B.B.A.)
San Jacinto College 1996 — 1998
Associates, Business
Foong Chong's Wachovia Experience 2006 - 2008
Job Mortgage Underwriting Team Leader
Industry Banking
Experience
Wachovia 2006 - 2008
World Savings 1998 - 2006
Education
San Francisco State University
B.S., Business Administration
Wachovia 2006 - 2008
World Savings 1998 - 2006
Education
San Francisco State University
B.S., Business Administration
Debi Ponce Hernandez's Wachovia Experience HRSCWachoviaJuly 2006 - Present
Job HRSC at Wachovia
Industry Human Resources
Experience
Wachovia HRSCWachoviaJuly 2006 - Present
wachovia 2006 - 2009
Education
San Antonio College 1983 — 1991
Associates, Applied Science
Wachovia HRSCWachoviaJuly 2006 - Present
wachovia 2006 - 2009
Education
San Antonio College 1983 — 1991
Associates, Applied Science
Patricia Urenda's Wachovia Experience September 2006 - October 2007
Job at Darrin Matthews at Land Home Financial Services
Industry Financial Services
Experience
dear jane Inc. January 2009 - December 2009
Wachovia September 2006 - October 2007
World Savings January 2005 - September 2006
World Savings April 2001 - January 2005
World Savings April 2000 - April 2001
World Savings June 1995 - April 2000
Education
Los Medanos College
Associate Arts Degree
San Jose State University
dear jane Inc. January 2009 - December 2009
Wachovia September 2006 - October 2007
World Savings January 2005 - September 2006
World Savings April 2001 - January 2005
World Savings April 2000 - April 2001
World Savings June 1995 - April 2000
Education
Los Medanos College
Associate Arts Degree
San Jose State University
Joe Angelicola's Wachovia Experience 2001 - 2005
Job Sales Manager at Liturgical Publications Inc
Industry Consumer Services
Experience
Liturgical Publications Inc March 2014 - Present
Liturgical Publications June 2012 - March 2014
Liturgical Publications February 2010 - July 2012
Tactical Marketing Services December 2008 - September 2010
OAKLEAF Waste Management January 2007 - July 2008
Professional Cutlery Direct 2005 - 2007
Wachovia 2001 - 2005
Moore Medical 1997 - 1999
Sargent Manufacturing 1985 - 1997
Skills
Customer Retention, Call Center, Training, Sales, Recruiting, Customer Service, Call Centers, Direct Sales, Coaching, Marketing Strategy, Vendor Management, Account Management, Team Building, Customer Satisfaction, Leadership, Sales Operations, Team Leadership, CRM, Process Improvement, Cold Calling, Sales Process, Sales Management, Management, Salesforce.com, New Business Development, Operations Management, Strategic Planning, Budgets, B2B, Cross-functional Team..., Marketing, Time Management, Team Management, Lead Generation, Selling, Social Media Marketing, Human Resources, Negotiation, Solution Selling, Strategy, Hiring, Selling Skills, Forecasting, Inside Sales, Sales Presentations, Business Development, Employee Relations, Telecommunications, Email Marketing, Outlook
Education
Southern Connecticut State University 1970 — 1974
BA, Sociology
Liturgical Publications Inc March 2014 - Present
Liturgical Publications June 2012 - March 2014
Liturgical Publications February 2010 - July 2012
Tactical Marketing Services December 2008 - September 2010
OAKLEAF Waste Management January 2007 - July 2008
Professional Cutlery Direct 2005 - 2007
Wachovia 2001 - 2005
Moore Medical 1997 - 1999
Sargent Manufacturing 1985 - 1997
Skills
Customer Retention, Call Center, Training, Sales, Recruiting, Customer Service, Call Centers, Direct Sales, Coaching, Marketing Strategy, Vendor Management, Account Management, Team Building, Customer Satisfaction, Leadership, Sales Operations, Team Leadership, CRM, Process Improvement, Cold Calling, Sales Process, Sales Management, Management, Salesforce.com, New Business Development, Operations Management, Strategic Planning, Budgets, B2B, Cross-functional Team..., Marketing, Time Management, Team Management, Lead Generation, Selling, Social Media Marketing, Human Resources, Negotiation, Solution Selling, Strategy, Hiring, Selling Skills, Forecasting, Inside Sales, Sales Presentations, Business Development, Employee Relations, Telecommunications, Email Marketing, Outlook
Education
Southern Connecticut State University 1970 — 1974
BA, Sociology
Jeff Overdorff's Wachovia Experience February 1992 - Present
Job Sr. Software Developer
Industry Financial Services
Experience
Wachovia February 1992 - Present
wachovia 1992 - 2009
Education
Shippensburg University of Pennsylvania 1984 — 1988
B.S., Computer Science
Wachovia February 1992 - Present
wachovia 1992 - 2009
Education
Shippensburg University of Pennsylvania 1984 — 1988
B.S., Computer Science
Andy Gainey's Wachovia Experience 2005 - 2006
Job Sr Risk Manager at The Fresh Market
Industry Retail
Experience
The Fresh Market March 2006 - Present
Wachovia 2005 - 2006
Collins & Aikman 1997 - 2005
Rose's Stores 1992 - 1997
MetLife 1991 - 1992
Skills
Insurance, Risk Management, Financial Analysis, Workers Compensation, Process Improvement, Underwriting, Enterprise Risk..., Financial Risk, Financial Modeling, Claims Management, Employee Benefits, Auditing, Legal Liability, Litigation Management, Liability, Finance, Claim, Casualty, Commercial Insurance, Property & Casualty..., Reinsurance, Claim Investigation, Professional Liability, Brokers, Excess, Commercial Lines, General Insurance, Risk Analysis, Risk Assessment, Strategic Financial..., Operational Risk..., Analysis, Fraud, Cash Management, Executive Management, Loss Prevention, Forecasting, Credit, P&L, Corporate Finance
Education
University of Florida 1988 — 1990
BS, Business
Santa Fe Community College 1987 — 1988
AA, Business
The Fresh Market March 2006 - Present
Wachovia 2005 - 2006
Collins & Aikman 1997 - 2005
Rose's Stores 1992 - 1997
MetLife 1991 - 1992
Skills
Insurance, Risk Management, Financial Analysis, Workers Compensation, Process Improvement, Underwriting, Enterprise Risk..., Financial Risk, Financial Modeling, Claims Management, Employee Benefits, Auditing, Legal Liability, Litigation Management, Liability, Finance, Claim, Casualty, Commercial Insurance, Property & Casualty..., Reinsurance, Claim Investigation, Professional Liability, Brokers, Excess, Commercial Lines, General Insurance, Risk Analysis, Risk Assessment, Strategic Financial..., Operational Risk..., Analysis, Fraud, Cash Management, Executive Management, Loss Prevention, Forecasting, Credit, P&L, Corporate Finance
Education
University of Florida 1988 — 1990
BS, Business
Santa Fe Community College 1987 — 1988
AA, Business
Erickson Howell's Wachovia Experience October 2007 - October 2009
Job Sr. Fraud Investigator
Industry Banking
Experience
SunTrust Bank January 2014 - Present
WorldPay US December 2013 - January 2014
Wells Fargo January 2011 - August 2013
Wells Fargo/Wachovia October 2009 - January 2011
Wachovia October 2007 - October 2009
Skills
Deposits, Credit Cards, Debit Cards, Loans, Commercial Lending, Credit, Banking, Microsoft Window, MS..., Leadership, CRM, Management, Time Management
Education
Savannah State University 2002 — 2007
Busniess Administration, Business Management
SunTrust Bank January 2014 - Present
WorldPay US December 2013 - January 2014
Wells Fargo January 2011 - August 2013
Wells Fargo/Wachovia October 2009 - January 2011
Wachovia October 2007 - October 2009
Skills
Deposits, Credit Cards, Debit Cards, Loans, Commercial Lending, Credit, Banking, Microsoft Window, MS..., Leadership, CRM, Management, Time Management
Education
Savannah State University 2002 — 2007
Busniess Administration, Business Management
Susan Valenti's Wachovia Experience December 1993 - December 1998
Job Vice President at Wells Fargo
Industry Banking
Experience
Wachovia/Wells Fargo January 2002 - Present
First Union/Wachovia January 1998 - January 2002
Wachovia December 1993 - December 1998
First Union January 1993 - January 1998
First Union January 1990 - July 1993
First Union July 1987 - December 1990
Irving Trust Company January 1984 - January 1987
Skills
Banking, Risk Management, Financial Risk, Analysis, Finance, Credit
Education
Seton Hall University 1985 — 1986
Wake Forest University 1980 — 1984
B.S., Business
Wake Forest University 1980 — 1984
Bachelor of Science, Business
Wake Forest University
Wachovia/Wells Fargo January 2002 - Present
First Union/Wachovia January 1998 - January 2002
Wachovia December 1993 - December 1998
First Union January 1993 - January 1998
First Union January 1990 - July 1993
First Union July 1987 - December 1990
Irving Trust Company January 1984 - January 1987
Skills
Banking, Risk Management, Financial Risk, Analysis, Finance, Credit
Education
Seton Hall University 1985 — 1986
Wake Forest University 1980 — 1984
B.S., Business
Wake Forest University 1980 — 1984
Bachelor of Science, Business
Wake Forest University
Esther Leung's Wachovia Experience 1999 - 2008
Job Senior Mortgage Underwriter
Industry Financial Services
Experience
Wachovia 1999 - 2008
Education
San Francisco State University
Wachovia 1999 - 2008
Education
San Francisco State University
Lorinda Warr-Levi's Wachovia Experience March 2007 - July 2012
Job Business Associate at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2012 - Present
Wachovia March 2007 - July 2012
Skills
Banking, Loans, Credit, Cross Selling, Mortgage Lending, Retail Banking, Credit Analysis, Commercial Banking, Relationship Management, Portfolio Management, Consumer Lending, Mortgage Banking, Loan Origination, Financial Services, Small Business Lending, Financial Analysis, Commercial Lending, Credit Risk, Refinance, Lines Of Credit, Risk Management, Cash Flow, Branch Management, Treasury Management, Cash Management, Branch Banking, Credit Cards, Deposits, Commercial Mortgages, Private Banking, Financial Risk, Loan Servicing, Payments, Operational Risk, Business Relationship..., Underwriting
Education
University of Phoenix 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
South Carolina State University 1999 — 2003
BS, Marketing
Academy of Richmond County 1996 — 1999
Wells Fargo July 2012 - Present
Wachovia March 2007 - July 2012
Skills
Banking, Loans, Credit, Cross Selling, Mortgage Lending, Retail Banking, Credit Analysis, Commercial Banking, Relationship Management, Portfolio Management, Consumer Lending, Mortgage Banking, Loan Origination, Financial Services, Small Business Lending, Financial Analysis, Commercial Lending, Credit Risk, Refinance, Lines Of Credit, Risk Management, Cash Flow, Branch Management, Treasury Management, Cash Management, Branch Banking, Credit Cards, Deposits, Commercial Mortgages, Private Banking, Financial Risk, Loan Servicing, Payments, Operational Risk, Business Relationship..., Underwriting
Education
University of Phoenix 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
South Carolina State University 1999 — 2003
BS, Marketing
Academy of Richmond County 1996 — 1999
Darryl Erb's Wachovia Experience 2004 - 2008
Job Independent Real Estate Professional
Industry Real Estate
Experience
world savings 2004 - Present
World Savings/Wachovia 2004 - 2008
World Savings/Wachovia 2004 - 2008
wachovia 2004 - 2008
Education
Shippensburg University of Pennsylvania 1981 — 1984
BA, Government
world savings 2004 - Present
World Savings/Wachovia 2004 - 2008
World Savings/Wachovia 2004 - 2008
wachovia 2004 - 2008
Education
Shippensburg University of Pennsylvania 1981 — 1984
BA, Government
Jonathan Kracht's Wachovia Experience 2000 - 2007
Job Owner at Appraisers of Iowa LLC.
Industry Real Estate
Experience
Appraisers of Iowa LLC. District Appraisal Manager NE/IAWorld SavingsMay 2001 - September 2007
Wachovia 2000 - 2007
Education
South Dakota State University 1991 — 2000
Appraisers of Iowa LLC. District Appraisal Manager NE/IAWorld SavingsMay 2001 - September 2007
Wachovia 2000 - 2007
Education
South Dakota State University 1991 — 2000
Janet DelTessandoro's Wachovia Experience 2004 - 2008
Job Real Estate Appraiser at Janet Del Tessandoro Appraisal Services
Industry Real Estate
Experience
Janet Del Tessandoro January 2009 - Present
World Savings August 2005 - December 2008
Wachovia, A Wells Fargo Company (formerly World Savings) 2004 - 2008
Wachovia 2004 - 2008
World Savings October 2004 - July 2005
NetsWork, Inc. December 1998 - May 2003
Netswork, Inc. July 1995 - December 1998
Skills
Appraisal, Real Estate, Customer Service, Microsoft Office, Banking
Education
Sierra College 2009 — 2012
Business Management
Janet Del Tessandoro January 2009 - Present
World Savings August 2005 - December 2008
Wachovia, A Wells Fargo Company (formerly World Savings) 2004 - 2008
Wachovia 2004 - 2008
World Savings October 2004 - July 2005
NetsWork, Inc. December 1998 - May 2003
Netswork, Inc. July 1995 - December 1998
Skills
Appraisal, Real Estate, Customer Service, Microsoft Office, Banking
Education
Sierra College 2009 — 2012
Business Management
Patricia Bosma's Wachovia Experience 1996 - 2006
Job SVP/Regional Banking Manager at Citizens Bank
Industry Banking
Experience
Citizens Bank September 2006 - Present
Citizens Bank September 2006 - Present
Wachovia 1996 - 2006
Fairleigh Dickinson University Federal Credit Union 1995 - 1996
Sandoz Employees Federal Credit Union 1994 - 1995
National Westminster Bank, NJ 1986 - 1993
Chemical Bank NJ/Horizon Bank 1983 - 1986
Midlantic National Bank 1980 - 1983
Education
Seton Hall University
MBA, Finance
Seton Hall University 1976 — 1980
BS in BA, Finance/Marketing
Citizens Bank September 2006 - Present
Citizens Bank September 2006 - Present
Wachovia 1996 - 2006
Fairleigh Dickinson University Federal Credit Union 1995 - 1996
Sandoz Employees Federal Credit Union 1994 - 1995
National Westminster Bank, NJ 1986 - 1993
Chemical Bank NJ/Horizon Bank 1983 - 1986
Midlantic National Bank 1980 - 1983
Education
Seton Hall University
MBA, Finance
Seton Hall University 1976 — 1980
BS in BA, Finance/Marketing
Kevin Landrum's Wachovia Experience February 2008 - September 2008
Job Banking Professional
Industry Banking
Experience
Wachovia February 2008 - September 2008
Bank of America October 2005 - January 2008
H&R Block January 2007 - April 2007
Wachovia Securities, LLC April 2001 - October 2005
Education
Webster University
MBA
South Carolina State University 1991 — 1996
BS, Accounting
Wachovia February 2008 - September 2008
Bank of America October 2005 - January 2008
H&R Block January 2007 - April 2007
Wachovia Securities, LLC April 2001 - October 2005
Education
Webster University
MBA
South Carolina State University 1991 — 1996
BS, Accounting
Scott Nygard's Wachovia Experience May 2006 - August 2008
Job Senior Mortgage Consultant at Union Bank
Industry Financial Services
Experience
Union Bank April 2013 - Present
US Bank March 2009 - March 2013
Wachovia May 2006 - August 2008
World Savings January 1986 - May 2006
Skills
Mortgage Lending, Underwriting, Customer Service, Loan Origination, Mortgage Banking, Refinance, Residential Homes
Education
University of California, Santa Cruz 1983 — 1985
Bachelor of Science (B.S.), Business/Managerial Economics
Santa Rosa Junior College 1982 — 1984
Associate of Arts (A.A.), Undergraduate
Union Bank April 2013 - Present
US Bank March 2009 - March 2013
Wachovia May 2006 - August 2008
World Savings January 1986 - May 2006
Skills
Mortgage Lending, Underwriting, Customer Service, Loan Origination, Mortgage Banking, Refinance, Residential Homes
Education
University of California, Santa Cruz 1983 — 1985
Bachelor of Science (B.S.), Business/Managerial Economics
Santa Rosa Junior College 1982 — 1984
Associate of Arts (A.A.), Undergraduate
Tyler Boehling's Wachovia Experience May 2006 - January 2008
Job Sr Product Manager at Western Union
Industry Financial Services
Experience
Western Union August 2015 - Present
Western Union May 2013 - August 2015
ReachLocal July 2010 - May 2013
Kroenke Sports Enterprises January 2010 - May 2010
Wachovia, A Wells Fargo Company December 2007 - January 2009
Wachovia May 2006 - January 2008
Skills
Project Management, Marketing, Financial Analysis, Finance, Market Research, Account Management, New Business Development, Salesforce.com, Strategic Planning, Data Analysis, Customer Retention, Sales Presentations, Strategy, Management
Education
San Diego State University-California State University 2009 — 2010
MBA, Business Administration and Management, General
University of Florida - Warrington College Of Business 2002 — 2006
BSBA, Finance
Western Union August 2015 - Present
Western Union May 2013 - August 2015
ReachLocal July 2010 - May 2013
Kroenke Sports Enterprises January 2010 - May 2010
Wachovia, A Wells Fargo Company December 2007 - January 2009
Wachovia May 2006 - January 2008
Skills
Project Management, Marketing, Financial Analysis, Finance, Market Research, Account Management, New Business Development, Salesforce.com, Strategic Planning, Data Analysis, Customer Retention, Sales Presentations, Strategy, Management
Education
San Diego State University-California State University 2009 — 2010
MBA, Business Administration and Management, General
University of Florida - Warrington College Of Business 2002 — 2006
BSBA, Finance
Natalie Valchar's Wachovia Experience June 1987 - October 2000
Job Vice President Payment Solutions Consultant at BB&T
Industry Financial Services
Experience
BB&T November 2012 - Present
CapStone Bank April 2010 - October 2012
KenanSoperBryant, Ltd. July 2006 - April 2010
SouthTrust Bank November 2003 - May 2006
Wachovia June 1987 - October 2000
JPMorgan Chase 1993 - 1994
Skills
Cash Management, Treasury Services, Product Management, Relationship Development, Commercial Banking, Commercial Lending, Financial Services
Education
Sewanee-The University of the South 1983 — 1987
B. S., Mathematics
BB&T November 2012 - Present
CapStone Bank April 2010 - October 2012
KenanSoperBryant, Ltd. July 2006 - April 2010
SouthTrust Bank November 2003 - May 2006
Wachovia June 1987 - October 2000
JPMorgan Chase 1993 - 1994
Skills
Cash Management, Treasury Services, Product Management, Relationship Development, Commercial Banking, Commercial Lending, Financial Services
Education
Sewanee-The University of the South 1983 — 1987
B. S., Mathematics
Art Flinn - work's Wachovia Experience April 2008 - May 2010
Job Financial Services Representative
Industry Investment Management
Experience
New York Life Insurance Company June 2012 - Present
Morgan Stanley Wealth Management 2010 - 2012
Wachovia Bank, NA May 2008 - June 2010
Wachovia April 2008 - May 2010
Lehman Brothers June 2005 - May 2008
Weichert Commercial Realtors January 2004 - June 2005
Julien J Studley, Inc May 1996 - February 2004
Education
Seton Hall University 1989 — 1993
BS, Communication
New York Life Insurance Company June 2012 - Present
Morgan Stanley Wealth Management 2010 - 2012
Wachovia Bank, NA May 2008 - June 2010
Wachovia April 2008 - May 2010
Lehman Brothers June 2005 - May 2008
Weichert Commercial Realtors January 2004 - June 2005
Julien J Studley, Inc May 1996 - February 2004
Education
Seton Hall University 1989 — 1993
BS, Communication
Patrick Yarbrough's Wachovia Experience August 2001 - July 2007
Job Sr Project Manager at Citigroup (TCS)
Industry Banking
Experience
Citigroup (TCS) May 2014 - Present
USAA - KForce August 2013 - February 2014
Sabre Holdings March 2012 - March 2013
Rackspace Hosting February 2011 - April 2011
San Antonio Federal Credit Union October 2010 - November 2010
Capital One November 2009 - October 2010
Wachovia, A Wells Fargo Company July 2007 - October 2009
Wachovia August 2001 - July 2007
Nortel April 1991 - January 2001
Skills
Microsoft Office, Microsoft Project, Visio, Quality Center, Clarity, SharePoint, Agile, Vendor Management, Waterfall, PMO, Testing, Software Documentation, Software Project..., Team Building, MS Project, Systems Analysis, Integration, Business Process..., Business Requirements, Agile Methodologies, Disaster Recovery, Training, Resource Management, Requirements Analysis, Data Center, Project Management, Budgets, Process Improvement, Data Warehousing, Agile Project Management, Business Analysis, Quality Assurance, SDLC, User Acceptance Testing, Requirements Gathering, Management, PMP, Program Management, Team Leadership, Business Process, IT Strategy, IT Management
Education
San Antonio College
Associate, Computer Science
Texas A&M Commerce
BS Computer Science, Computer Science
Citigroup (TCS) May 2014 - Present
USAA - KForce August 2013 - February 2014
Sabre Holdings March 2012 - March 2013
Rackspace Hosting February 2011 - April 2011
San Antonio Federal Credit Union October 2010 - November 2010
Capital One November 2009 - October 2010
Wachovia, A Wells Fargo Company July 2007 - October 2009
Wachovia August 2001 - July 2007
Nortel April 1991 - January 2001
Skills
Microsoft Office, Microsoft Project, Visio, Quality Center, Clarity, SharePoint, Agile, Vendor Management, Waterfall, PMO, Testing, Software Documentation, Software Project..., Team Building, MS Project, Systems Analysis, Integration, Business Process..., Business Requirements, Agile Methodologies, Disaster Recovery, Training, Resource Management, Requirements Analysis, Data Center, Project Management, Budgets, Process Improvement, Data Warehousing, Agile Project Management, Business Analysis, Quality Assurance, SDLC, User Acceptance Testing, Requirements Gathering, Management, PMP, Program Management, Team Leadership, Business Process, IT Strategy, IT Management
Education
San Antonio College
Associate, Computer Science
Texas A&M Commerce
BS Computer Science, Computer Science
Eric Gniadek's Wachovia Experience 2008 - May 2010
Job OnLine Customer Service Representative at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank January 2010 - Present
WACHOVIA 2008 - May 2010
Wachovia, A Wells Fargo Company August 2008 - May 2009
wachovia home loans 2008 - 2009
BNC Mortgage November 2005 - October 2007
E-LOAN 1999 - 2001
Education
San Jose State University 1982 — 1985
B.S., Business
Wells Fargo Bank January 2010 - Present
WACHOVIA 2008 - May 2010
Wachovia, A Wells Fargo Company August 2008 - May 2009
wachovia home loans 2008 - 2009
BNC Mortgage November 2005 - October 2007
E-LOAN 1999 - 2001
Education
San Jose State University 1982 — 1985
B.S., Business
Mari Ramirez Esparza's Wachovia Experience Fiancial AdvisorChase Manhattan CorporationJanuary 2005 - August 2008
Job Human Resources at Wachovia
Industry Human Resources
Experience
Wachovia Fiancial AdvisorChase Manhattan CorporationJanuary 2005 - August 2008
Education
San Antonio College 2001 — 2003
Political Science
Martin High School 1996 — 2000
Diloma
Wachovia Fiancial AdvisorChase Manhattan CorporationJanuary 2005 - August 2008
Education
San Antonio College 2001 — 2003
Political Science
Martin High School 1996 — 2000
Diloma
Douglas Frenier's Wachovia Experience 1996 - 2008
Job Banking Professional
Industry Banking
Experience
Wachovia Bank 1996 - 2008
Wachovia 1996 - 2008
Education
San Francisco State University 1972 — 1976
BA, Business
Wachovia Bank 1996 - 2008
Wachovia 1996 - 2008
Education
San Francisco State University 1972 — 1976
BA, Business
michael musgrave's Wachovia Experience 2004 - 2008
Job Senior Vice President BSA/OFAC Officer at Rabobank, N.A.
Industry
Experience
Rabobank September 2013 - Present
Bank of the West 2009 - 2013
Wachovia 2004 - 2008
Citigroup 2001 - 2004
U. S Secret Service May 1971 - May 1991
Skills
Microsoft Word, Microsoft Excel, Microsoft Office
Education
Southern Illinois University, Carbondale 1965 — 1969
Bachelor of Arts (B.A.), Communications - Public Relations
Rabobank September 2013 - Present
Bank of the West 2009 - 2013
Wachovia 2004 - 2008
Citigroup 2001 - 2004
U. S Secret Service May 1971 - May 1991
Skills
Microsoft Word, Microsoft Excel, Microsoft Office
Education
Southern Illinois University, Carbondale 1965 — 1969
Bachelor of Arts (B.A.), Communications - Public Relations
Sara Marmolejo's Wachovia Experience 2005 - 2009
Job Loan Administrator at California Bank & Trust
Industry Consumer Services
Experience
California Bank & Trust August 2013 - Present
California Bank & Trust 2010 - Present
Wachovia 2005 - 2009
Agilent Technologies 2000 - 2005
Skills
Customer Service, Microsoft Office, Microsoft Excel, Team Building, Sales, Microsoft Word, Strategic Planning, Sales Management, PowerPoint, Public Speaking, New Business Development, Social Media, Management, Marketing, Marketing Strategy, Coaching, Negotiation, Account Management, Customer Satisfaction, Team Leadership
Education
Sierra College 1994 — 1998
Associate of Arts (AA)
California Bank & Trust August 2013 - Present
California Bank & Trust 2010 - Present
Wachovia 2005 - 2009
Agilent Technologies 2000 - 2005
Skills
Customer Service, Microsoft Office, Microsoft Excel, Team Building, Sales, Microsoft Word, Strategic Planning, Sales Management, PowerPoint, Public Speaking, New Business Development, Social Media, Management, Marketing, Marketing Strategy, Coaching, Negotiation, Account Management, Customer Satisfaction, Team Leadership
Education
Sierra College 1994 — 1998
Associate of Arts (AA)
Tod Ferguson's Wachovia Experience May 2005 - December 2009
Job Middle Market Banking at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase May 2012 - Present
PNC March 2012 - May 2012
RBC Bank July 2010 - March 2012
Wells Fargo December 2009 - June 2010
Wachovia May 2005 - December 2009
SouthTrust Bank July 1992 - May 2005
Skills
Credit Analysis, Commercial Banking, Commercial Lending, Small Business Lending, Banking, Loans, Credit, Credit Risk, Portfolio Management, Financial Analysis, Risk Management, Lines Of Credit, Treasury Management, Consumer Lending, Finance, Underwriting, Middle Market, Loan Origination
Education
Samford University
MBA
University of Auckland
Bachelor of Commerce
JPMorgan Chase May 2012 - Present
PNC March 2012 - May 2012
RBC Bank July 2010 - March 2012
Wells Fargo December 2009 - June 2010
Wachovia May 2005 - December 2009
SouthTrust Bank July 1992 - May 2005
Skills
Credit Analysis, Commercial Banking, Commercial Lending, Small Business Lending, Banking, Loans, Credit, Credit Risk, Portfolio Management, Financial Analysis, Risk Management, Lines Of Credit, Treasury Management, Consumer Lending, Finance, Underwriting, Middle Market, Loan Origination
Education
Samford University
MBA
University of Auckland
Bachelor of Commerce
Charles Boniface's Wachovia Experience 2002 - 2009
Job Licensed Personal Banking Representative at Santander
Industry Financial Services
Experience
Santander Bank, N.A. 2012 - Present
Wells Fargo 2010 - 2012
Wachovia 2002 - 2009
Merrill Lynch 1996 - 2002
Dean Witter 1995 - 1996
Skills
Series 7, Retirement Planning, 401k Rollovers, Series 63, Wealth Management, Consumer Lending, Mortgage Lending, Series 65, Notary Public, Loan Origination, Life & Health Insurance...
Education
Seton Hall University 1994 — 1995
Bachelor of Science, Finance
Santander Bank, N.A. 2012 - Present
Wells Fargo 2010 - 2012
Wachovia 2002 - 2009
Merrill Lynch 1996 - 2002
Dean Witter 1995 - 1996
Skills
Series 7, Retirement Planning, 401k Rollovers, Series 63, Wealth Management, Consumer Lending, Mortgage Lending, Series 65, Notary Public, Loan Origination, Life & Health Insurance...
Education
Seton Hall University 1994 — 1995
Bachelor of Science, Finance
Ranina Outing's Wachovia Experience June 2005 - December 2009
Job Administrative Coordinator at Health Sciences South Carolina
Industry Human Resources
Experience
Health Sciences South Carolina Office Manager/Assistant DirectorDaycare CenterMay 2010 - December 2011
Advantage One Realty December 2009 - May 2010
Wachovia June 2005 - December 2009
Wachovia May 1998 - June 2005
Skills
Payroll, Training, QuickBooks, Time Management, Management, Accounting, Program Management, Marketing, Finance, Real Estate, Research, Purchasing, Advertising, Outlook, Data Entry, Customer Service, Microsoft Excel
Education
South University 2010 — 2012
Master of Business, Healthcare Administration
South University 2008 — 2010
Bachelor of Science (BS), Business Administration
Health Sciences South Carolina Office Manager/Assistant DirectorDaycare CenterMay 2010 - December 2011
Advantage One Realty December 2009 - May 2010
Wachovia June 2005 - December 2009
Wachovia May 1998 - June 2005
Skills
Payroll, Training, QuickBooks, Time Management, Management, Accounting, Program Management, Marketing, Finance, Real Estate, Research, Purchasing, Advertising, Outlook, Data Entry, Customer Service, Microsoft Excel
Education
South University 2010 — 2012
Master of Business, Healthcare Administration
South University 2008 — 2010
Bachelor of Science (BS), Business Administration
Thomas Palazzo's Wachovia Experience 2009 - 2010
Job Gold services manager at Weichert Financial Services
Industry Financial Services
Experience
Weichert Financial Services 2012 - Present
American Financial Resources 2010 - 2012
Wachovia 2009 - 2010
Skills
Portfolio Management, Commercial Banking, Banking, Wealth Management, Retirement Planning, Investments, Strategic Financial..., Mortgage Banking, Mortgage Lending, Financial Analysis, Fixed Income, Loans, Risk Management, Sales, Refinance, Equities, Credit Analysis
Education
Seton Hall University 2004 — 2008
Bachelor's degree, Marketing
BHS
Weichert Financial Services 2012 - Present
American Financial Resources 2010 - 2012
Wachovia 2009 - 2010
Skills
Portfolio Management, Commercial Banking, Banking, Wealth Management, Retirement Planning, Investments, Strategic Financial..., Mortgage Banking, Mortgage Lending, Financial Analysis, Fixed Income, Loans, Risk Management, Sales, Refinance, Equities, Credit Analysis
Education
Seton Hall University 2004 — 2008
Bachelor's degree, Marketing
BHS
Renee Veith's Wachovia Experience March 2002 - September 2007
Job Office Professional at The Mergis Group
Industry Staffing and Recruiting
Experience
The Mergis Group/Wells Fargo April 2012 - Present
Food Lion October 2008 - April 2012
TalentBridge/TIAA-CREF September 2007 - October 2008
TalentBridge/TIAA-CREF September 2007 - September 2007
Wachovia March 2002 - September 2007
Wachovia February 1998 - March 2002
Skills
Administrative..., Microsoft Office, Customer Service, Management, Microsoft Excel, Microsoft Office 2007, Fund Accounting, Financial Accounting, Specialty Retail
Education
Universidad Pontificia de Salamanca 1993 — 1993
Southern Connecticut State University 1987 — 1993
Bachelor of Arts (B.A.), Spanish and Iberian Studies
The Mergis Group/Wells Fargo April 2012 - Present
Food Lion October 2008 - April 2012
TalentBridge/TIAA-CREF September 2007 - October 2008
TalentBridge/TIAA-CREF September 2007 - September 2007
Wachovia March 2002 - September 2007
Wachovia February 1998 - March 2002
Skills
Administrative..., Microsoft Office, Customer Service, Management, Microsoft Excel, Microsoft Office 2007, Fund Accounting, Financial Accounting, Specialty Retail
Education
Universidad Pontificia de Salamanca 1993 — 1993
Southern Connecticut State University 1987 — 1993
Bachelor of Arts (B.A.), Spanish and Iberian Studies
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.