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
Vaughn Kerkorian Vaughn Kerkorian's Wachovia Experience 1993 - 2008
Job National Chief Appraiser Default Valuations at Soultionstar Settlement Service a/k/a Nationstar Mortgage
Industry Real Estate
Experience
Soultionstar Settlement Service a/k/a Nationstar Mortgage April 2013 - January 2014
Bank of America November 2011 - March 2013
Fannie Mae September 2010 - October 2011
LPS November 2009 - August 2010
Wachovia Mortgage FSB 1993 - August 2009
Wells Fargo October 1993 - July 2009
Wachovia 1993 - 2008
Skills
Settlement Negotiation, Collateral Asset..., Valuation Fraud..., National Residnetial..., Liquidity Asset..., Regulatory/HVCC..., Vendor Management, KP Reporting and..., Needs Analysis and..., P&L Management, Market Analytics and..., Gap Analysis
Education
State University of New York at Buffalo - School of Management 1978 — 1982
Human Resource Management
Soultionstar Settlement Service a/k/a Nationstar Mortgage April 2013 - January 2014
Bank of America November 2011 - March 2013
Fannie Mae September 2010 - October 2011
LPS November 2009 - August 2010
Wachovia Mortgage FSB 1993 - August 2009
Wells Fargo October 1993 - July 2009
Wachovia 1993 - 2008
Skills
Settlement Negotiation, Collateral Asset..., Valuation Fraud..., National Residnetial..., Liquidity Asset..., Regulatory/HVCC..., Vendor Management, KP Reporting and..., Needs Analysis and..., P&L Management, Market Analytics and..., Gap Analysis
Education
State University of New York at Buffalo - School of Management 1978 — 1982
Human Resource Management
Steve Gagnon Steve Gagnon's Wachovia Experience March 2003 - April 2005
Job Mortgage Consultant NMLSR 404844
Industry Financial Services
Experience
Wells Fargo Home Mortgage April 2008 - Present
JPMorgan Chase, Wholesale Mortgage Banking April 2007 - April 2008
Fremont Investment & Loan, Wholesale Mortgage Banking April 2005 - April 2007
Wachovia March 2003 - April 2005
MCI October 1997 - March 2003
Skills
FHA, Real Estate Economics, Loans, Mortgage Lending, Investment Properties, Residential Mortgages, Credit, Loan Origination, Mortgage Banking, Refinance
Education
State University of New York College at Plattsburgh 1993 — 1997
BS, Business Management
Wells Fargo Home Mortgage April 2008 - Present
JPMorgan Chase, Wholesale Mortgage Banking April 2007 - April 2008
Fremont Investment & Loan, Wholesale Mortgage Banking April 2005 - April 2007
Wachovia March 2003 - April 2005
MCI October 1997 - March 2003
Skills
FHA, Real Estate Economics, Loans, Mortgage Lending, Investment Properties, Residential Mortgages, Credit, Loan Origination, Mortgage Banking, Refinance
Education
State University of New York College at Plattsburgh 1993 — 1997
BS, Business Management
Nancy Reilly's Wachovia Experience October 1996 - August 1999
Job Client Advisor Associate at SunTrust Bank
Industry Banking
Experience
SunTrust Bank September 2014 - Present
SunTrust Bank August 2010 - September 2014
Touchmark National Bank October 2007 - August 2010
SunTrust August 1999 - October 2007
Wachovia October 1996 - August 1999
Wachovia Bank October 1986 - October 1996
Skills
Business Relationship..., Small Business Lending, Private Banking, Branch Management, Treasury and Cash..., Financial Services, Relationship Management, Loans, Portfolio Management, Asset Based Lending, Commercial Lending, Banking, Credit, Investments, Credit Analysis, Branch Banking
Education
Stetson University 1976 — 1980
Bachelor of Arts (B.A.), Sociology
SunTrust Bank September 2014 - Present
SunTrust Bank August 2010 - September 2014
Touchmark National Bank October 2007 - August 2010
SunTrust August 1999 - October 2007
Wachovia October 1996 - August 1999
Wachovia Bank October 1986 - October 1996
Skills
Business Relationship..., Small Business Lending, Private Banking, Branch Management, Treasury and Cash..., Financial Services, Relationship Management, Loans, Portfolio Management, Asset Based Lending, Commercial Lending, Banking, Credit, Investments, Credit Analysis, Branch Banking
Education
Stetson University 1976 — 1980
Bachelor of Arts (B.A.), Sociology
M. Bryan Claggett M. Bryan Claggett's Wachovia Experience April 2003 - August 2007
Job Unit Manager at Capital One
Industry Banking
Experience
Capital One June 2015 - Present
Wells Fargo January 2010 - June 2015
Wells Fargo September 2007 - January 2010
Wachovia April 2003 - August 2007
Wells Fargo May 2000 - April 2003
Wells Fargo May 1999 - May 2000
Skills
Leadership, Project Management, Marketing, Data Analysis, Microsoft Excel, MS Excel Pivot Tables, Microsoft Word, PowerPoint, Sales, Finance, Consumer Lending, Training, Coaching, Strategic Planning, Change Management, Training Facilitation, Curriculum Development, Customer Experience, Quality Assurance, Banking, Customer Service
Education
Strayer University (VA) 2005 — 2010
Bachelor of Business Administration (BBA), Marketing, International Business, 4.0
Capital One June 2015 - Present
Wells Fargo January 2010 - June 2015
Wells Fargo September 2007 - January 2010
Wachovia April 2003 - August 2007
Wells Fargo May 2000 - April 2003
Wells Fargo May 1999 - May 2000
Skills
Leadership, Project Management, Marketing, Data Analysis, Microsoft Excel, MS Excel Pivot Tables, Microsoft Word, PowerPoint, Sales, Finance, Consumer Lending, Training, Coaching, Strategic Planning, Change Management, Training Facilitation, Curriculum Development, Customer Experience, Quality Assurance, Banking, Customer Service
Education
Strayer University (VA) 2005 — 2010
Bachelor of Business Administration (BBA), Marketing, International Business, 4.0
Jennifer Kramer, MBA's Wachovia Experience April 2008 - March 2010
Job Senior Account Services Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2010 - Present
Wachovia April 2008 - March 2010
Wachovia July 2006 - April 2008
Edward Jones August 2004 - June 2006
Berg, Borgmann, Wilson and Wolk April 2001 - August 2004
Skills
Investments, System Administration, Management, Analysis, Accounts Payable, Administration
Education
Webster University 2002 — 2003
MBA
Webster University 2000 — 2002
Bachelor, Business Management
St. Louis Community College 1998 — 2000
Associate, Business Administration
TIAA-CREF April 2010 - Present
Wachovia April 2008 - March 2010
Wachovia July 2006 - April 2008
Edward Jones August 2004 - June 2006
Berg, Borgmann, Wilson and Wolk April 2001 - August 2004
Skills
Investments, System Administration, Management, Analysis, Accounts Payable, Administration
Education
Webster University 2002 — 2003
MBA
Webster University 2000 — 2002
Bachelor, Business Management
St. Louis Community College 1998 — 2000
Associate, Business Administration
Scott Figuerado Scott Figuerado's Wachovia Experience June 2008 - July 2009
Job Assistant Vice President, Lending Officer at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage April 2014 - Present
Wells Fargo Home Mortgage July 2009 - April 2014
Wachovia June 2008 - July 2009
Wilmington Finance May 2003 - June 2008
First Allied Corporation September 1999 - May 2003
Skills
Cooperative Project..., Condominium Project..., Guideline Development, Process Improvement, Customer Service, Credit Underwriting, Appraisal Review, Property Management, Team Management, Operations Management, Microsoft Office, Microsoft Word, PowerPoint, English, Outlook, Windows, Research, Budgets, Strategic Planning, Small Business Lending
Education
State University of New York College at Brockport 1990 — 1995
Bachelor of Science (BS), Biology/Biological Sciences, General
Wells Fargo Home Mortgage April 2014 - Present
Wells Fargo Home Mortgage July 2009 - April 2014
Wachovia June 2008 - July 2009
Wilmington Finance May 2003 - June 2008
First Allied Corporation September 1999 - May 2003
Skills
Cooperative Project..., Condominium Project..., Guideline Development, Process Improvement, Customer Service, Credit Underwriting, Appraisal Review, Property Management, Team Management, Operations Management, Microsoft Office, Microsoft Word, PowerPoint, English, Outlook, Windows, Research, Budgets, Strategic Planning, Small Business Lending
Education
State University of New York College at Brockport 1990 — 1995
Bachelor of Science (BS), Biology/Biological Sciences, General
Dave Varrieur Dave Varrieur's Wachovia Experience March 2007 - November 2008
Job Businesses: Accurate Appraisal Services / Krewe of Rogues
Industry Real Estate
Experience
Accurate Appraisal Services / Cert.Res.RD4549 January 2009 - Present
Fantastic Floats, LLC / Krewe of Rogues January 2009 - Present
Wachovia March 2007 - November 2008
Accurate Printing, Inc January 1990 - March 2000
Skills
Real Estate, REO, Short Sales, Investment Properties, Residential Homes, Relocation, Appraisals, Rentals, Leases
Education
Southern Oregon University 1980 — 1982
Accurate Appraisal Services / Cert.Res.RD4549 January 2009 - Present
Fantastic Floats, LLC / Krewe of Rogues January 2009 - Present
Wachovia March 2007 - November 2008
Accurate Printing, Inc January 1990 - March 2000
Skills
Real Estate, REO, Short Sales, Investment Properties, Residential Homes, Relocation, Appraisals, Rentals, Leases
Education
Southern Oregon University 1980 — 1982
Ulrika Myggen Ulrika Myggen's Wachovia Experience March 1996 - October 1998
Job Education Management Executive
Industry Education Management
Experience
Huntington Learning Center - San Diego/Poway Franchise May 2015 - Present
Front Street Group, LLC March 2008 - May 2015
College Advance, LLC July 2006 - March 2008
ScholarPoint Financial, Inc. January 2005 - June 2006
ELM Resources, Inc. October 1998 - January 2005
Wachovia March 1996 - October 1998
Chela June 1993 - January 1996
Bank of America June 1990 - June 1993
Bank of America 1980 - 1990
Skills
Process Improvement, Financial Services, Strategic Planning, Business Development, Higher Education, Team Building, Staff Development, Leadership, Customer Service, Marketing, Training, Admissions, Vendor Management, Change Management, Cross-functional Team..., Banking, Operations Management, Recruiting, Management, Human Resources, Loans, Executive Management, Project Management, Sales, Finance, Budgets, Leadership Development, Team Leadership, Call Centers, Loan Origination, Analysis, Strategy, Business Strategy, Customer Retention, Career Counseling, Resume Writing, Coaching, Career Development, Hiring, Employee Benefits, Organizational..., Executive Search, Start-ups, Consulting, CRM, College Recruiting, Employee Training, Interviews, Performance Management, Campus
Education
Frans Schartau Handelsinstitut 1972 — 1974
Business Degree
Stockholm University 1972 — 1974
Completed
Sigtunaskolan Humanistiska Laroverket 1966 — 1971
Studenten/ Baccalaureate
Huntington Learning Center - San Diego/Poway Franchise May 2015 - Present
Front Street Group, LLC March 2008 - May 2015
College Advance, LLC July 2006 - March 2008
ScholarPoint Financial, Inc. January 2005 - June 2006
ELM Resources, Inc. October 1998 - January 2005
Wachovia March 1996 - October 1998
Chela June 1993 - January 1996
Bank of America June 1990 - June 1993
Bank of America 1980 - 1990
Skills
Process Improvement, Financial Services, Strategic Planning, Business Development, Higher Education, Team Building, Staff Development, Leadership, Customer Service, Marketing, Training, Admissions, Vendor Management, Change Management, Cross-functional Team..., Banking, Operations Management, Recruiting, Management, Human Resources, Loans, Executive Management, Project Management, Sales, Finance, Budgets, Leadership Development, Team Leadership, Call Centers, Loan Origination, Analysis, Strategy, Business Strategy, Customer Retention, Career Counseling, Resume Writing, Coaching, Career Development, Hiring, Employee Benefits, Organizational..., Executive Search, Start-ups, Consulting, CRM, College Recruiting, Employee Training, Interviews, Performance Management, Campus
Education
Frans Schartau Handelsinstitut 1972 — 1974
Business Degree
Stockholm University 1972 — 1974
Completed
Sigtunaskolan Humanistiska Laroverket 1966 — 1971
Studenten/ Baccalaureate
Nick Laettner Nick Laettner's Wachovia Experience June 2007 - May 2009
Job Commercial Real Estate RM at Wells Fargo
Industry Real Estate
Experience
Wells Fargo August 2013 - Present
Wells Fargo June 2009 - August 2013
Wachovia June 2007 - May 2009
Wachovia June 2006 - May 2007
Wachovia August 2005 - May 2006
Skills
Portfolio Management, Valuation, Investments, Real Estate, Underwriting, Commercial Real Estate, Structured Finance, Disposition, Loan Origination, Management, Relationship Management, Leases, Banking, Equities
Education
St. Lawrence University 2000 — 2004
Bachelor of Arts (BA), Economics
Phillips Exeter Academy 1999 — 2000
Nichols School 1996 — 1999
Wells Fargo August 2013 - Present
Wells Fargo June 2009 - August 2013
Wachovia June 2007 - May 2009
Wachovia June 2006 - May 2007
Wachovia August 2005 - May 2006
Skills
Portfolio Management, Valuation, Investments, Real Estate, Underwriting, Commercial Real Estate, Structured Finance, Disposition, Loan Origination, Management, Relationship Management, Leases, Banking, Equities
Education
St. Lawrence University 2000 — 2004
Bachelor of Arts (BA), Economics
Phillips Exeter Academy 1999 — 2000
Nichols School 1996 — 1999
Anna Lennick Anna Lennick's Wachovia Experience June 2008 - January 2009
Job Account Executive, Strategy Development at KWP Consulting
Industry Financial Services
Experience
KWP Consulting August 2012 - Present
Lennick Consulting Group August 2012 - Present
Blue Cross Blue Shield of MN 2013 - 2013
Five Star Professional January 2012 - July 2012
Transamerica Retirement Management May 2009 - December 2011
Wachovia June 2008 - January 2009
Ameriprise Financial 2006 - 2007
Ameriprise Financial 1994 - 2007
Ameriprise Financial 1989 - 2006
Dataserv Inc. 1985 - 1989
Skills
Sales Presentations, Website Development, New Business Development, Marketing Strategy, Market Research, Marketing Management, Advertising, Marketing, Strategy, Branding & Identity, Business Process..., Campaign Strategies, Salesforce.com, Graphic Design, Analysis, Microsoft Office, Lead Generation, Competitive Analysis, Positive Energy, Brand Management, Project Management, Marketing Communications, Financial Services, Program Management, Sales, Management, B2B Marketing, Leadership, Strategic Planning
Education
St. Cloud State University 1980 — 1984
Bachelor of Science (B.S.), Design and Visual Communications, General
University of Minnesota-Twin Cities
Master's degree, Journalism
KWP Consulting August 2012 - Present
Lennick Consulting Group August 2012 - Present
Blue Cross Blue Shield of MN 2013 - 2013
Five Star Professional January 2012 - July 2012
Transamerica Retirement Management May 2009 - December 2011
Wachovia June 2008 - January 2009
Ameriprise Financial 2006 - 2007
Ameriprise Financial 1994 - 2007
Ameriprise Financial 1989 - 2006
Dataserv Inc. 1985 - 1989
Skills
Sales Presentations, Website Development, New Business Development, Marketing Strategy, Market Research, Marketing Management, Advertising, Marketing, Strategy, Branding & Identity, Business Process..., Campaign Strategies, Salesforce.com, Graphic Design, Analysis, Microsoft Office, Lead Generation, Competitive Analysis, Positive Energy, Brand Management, Project Management, Marketing Communications, Financial Services, Program Management, Sales, Management, B2B Marketing, Leadership, Strategic Planning
Education
St. Cloud State University 1980 — 1984
Bachelor of Science (B.S.), Design and Visual Communications, General
University of Minnesota-Twin Cities
Master's degree, Journalism
Landon Olivo Landon Olivo's Wachovia Experience 2004 - 2005
Job Purchasing Lead at Louis Wohl & Sons, Inc.
Industry Logistics and Supply Chain
Experience
Innovative Foodservice August 2013 - Present
Coast Dental July 2011 - August 2013
Fiberglass Coatings, Inc. December 2007 - July 2011
Florida Bank December 2006 - October 2007
Wachovia 2004 - 2005
Skills
Purchasing, Logistics, Procurement, Supply Chain Management, Inventory Management, Supply Chain, Negotiation, Materials Management, Team-oriented, Organizational..., Order Management, Order Tracking, Sourcing, Teamwork, Process Improvement, Leadership, Accounts Receivable, Customer Service, PowerPoint, Cross-functional Team..., Microsoft Excel, Operations Management, Accounts Payable, Budgets, Sales Management, Account Management, Microsoft Office
Education
St. Petersburg College 2006 — 2010
B.A.S., Banking
Northeast
Innovative Foodservice August 2013 - Present
Coast Dental July 2011 - August 2013
Fiberglass Coatings, Inc. December 2007 - July 2011
Florida Bank December 2006 - October 2007
Wachovia 2004 - 2005
Skills
Purchasing, Logistics, Procurement, Supply Chain Management, Inventory Management, Supply Chain, Negotiation, Materials Management, Team-oriented, Organizational..., Order Management, Order Tracking, Sourcing, Teamwork, Process Improvement, Leadership, Accounts Receivable, Customer Service, PowerPoint, Cross-functional Team..., Microsoft Excel, Operations Management, Accounts Payable, Budgets, Sales Management, Account Management, Microsoft Office
Education
St. Petersburg College 2006 — 2010
B.A.S., Banking
Northeast
Donna Kloustermeyer Donna Kloustermeyer's Wachovia Experience August 2000 - August 2007
Job Sr account analyst at TIAACREF TRUST COMPANY
Industry Financial Services
Experience
TIAA-CREF TRUST COMPANY October 2007 - Present
Wachovia August 2000 - August 2007
US Bank 1995 - 2000
First Bank 1972 - 1995
Skills
Marketing, Public Speaking, Personal Trust..., Trust Services, Account Management, Fiduciary Services, Account Servicing, Peritoneal Dialysis care, Investments, Asset Management, Financial Analysis, Banking, Estate Planning, Portfolio Management, Retirement Planning, Strategic Planning, Finance, Financial Planning, Mutual Funds, Asset Allocation, Investment Advisory, Series 63
Education
St. Louis University 2003 — 2005
Organizational Studies, Minor in Communications
Southwestern Illinois College 2000 — 2003
Associate of Arts (AA)
TIAA-CREF TRUST COMPANY October 2007 - Present
Wachovia August 2000 - August 2007
US Bank 1995 - 2000
First Bank 1972 - 1995
Skills
Marketing, Public Speaking, Personal Trust..., Trust Services, Account Management, Fiduciary Services, Account Servicing, Peritoneal Dialysis care, Investments, Asset Management, Financial Analysis, Banking, Estate Planning, Portfolio Management, Retirement Planning, Strategic Planning, Finance, Financial Planning, Mutual Funds, Asset Allocation, Investment Advisory, Series 63
Education
St. Louis University 2003 — 2005
Organizational Studies, Minor in Communications
Southwestern Illinois College 2000 — 2003
Associate of Arts (AA)
Pam Vinson Pam Vinson's Wachovia Experience August 2004 - February 2011
Job Associate OTI Specialist at ADP
Industry Human Resources
Experience
ADP July 2015 - Present
ADP February 2012 - July 2015
Knology Broadband Inc March 2011 - January 2012
Wachovia August 2004 - February 2011
Wachovia August 2004 - February 2011
Skills
Banking, Financial Analysis, Leadership, Customer Service, Payroll, Insurance, Sales, Management, Microsoft Office, Coaching, Team Building, Financial Services
Education
Southern Wesleyan University 2007 — 2009
ADP July 2015 - Present
ADP February 2012 - July 2015
Knology Broadband Inc March 2011 - January 2012
Wachovia August 2004 - February 2011
Wachovia August 2004 - February 2011
Skills
Banking, Financial Analysis, Leadership, Customer Service, Payroll, Insurance, Sales, Management, Microsoft Office, Coaching, Team Building, Financial Services
Education
Southern Wesleyan University 2007 — 2009
Jenna Messer's Wachovia Experience October 2007 - January 2009
Job Senior Banker at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank July 2012 - Present
Wells Fargo January 2009 - June 2012
Wachovia October 2007 - January 2009
EXPRESS May 2007 - May 2008
Skills
BANKING, FINANCE,...
Education
Stetson University
Business Administration and Management, General
BMO Harris Bank July 2012 - Present
Wells Fargo January 2009 - June 2012
Wachovia October 2007 - January 2009
EXPRESS May 2007 - May 2008
Skills
BANKING, FINANCE,...
Education
Stetson University
Business Administration and Management, General
Stephen Schuman Stephen Schuman's Wachovia Experience June 1997 - February 2004
Job AVP/Loan Servicing Manager at Citizens & Farmers Bank (C&F Bank)
Industry Banking
Experience
Citizens & Farmers Bank (C&F Bank) July 2006 - Present
Virginia United Methodist Credit Union February 2004 - July 2006
Wachovia June 1997 - February 2004
Central Fidelity Bank February 1994 - June 1997
Skills
Small Business Lending, Loans, Commercial Lending, Banking, Credit, Consumer Lending, Credit Analysis, Commercial Banking, Retail Banking, Mortgage Lending, Risk Management, Financial Analysis, Loan Origination
Education
Strayer University (VA) 2001 — 2009
Bachelor of Science, Business Administration
Citizens & Farmers Bank (C&F Bank) July 2006 - Present
Virginia United Methodist Credit Union February 2004 - July 2006
Wachovia June 1997 - February 2004
Central Fidelity Bank February 1994 - June 1997
Skills
Small Business Lending, Loans, Commercial Lending, Banking, Credit, Consumer Lending, Credit Analysis, Commercial Banking, Retail Banking, Mortgage Lending, Risk Management, Financial Analysis, Loan Origination
Education
Strayer University (VA) 2001 — 2009
Bachelor of Science, Business Administration
Larry Bardo Larry Bardo's Wachovia Experience August 2001 - November 2004
Job Business Relationship Manager at Citizens Bank
Industry Banking
Experience
Citizens Bank December 2014 - Present
Wells Fargo Bank May 2010 - December 2014
Susquehanna Bank April 2007 - May 2010
Citizens Bank 2005 - 2006
Wachovia August 2001 - November 2004
HSBC 1992 - 2001
Skills
Loans, Credit, Credit Analysis, Networking, Relationship Management, Financial Analysis, Negotiation, Sales Prospecting
Education
State University of New York College at Buffalo 1983 — 1990
Bachelors, Business
Citizens Bank December 2014 - Present
Wells Fargo Bank May 2010 - December 2014
Susquehanna Bank April 2007 - May 2010
Citizens Bank 2005 - 2006
Wachovia August 2001 - November 2004
HSBC 1992 - 2001
Skills
Loans, Credit, Credit Analysis, Networking, Relationship Management, Financial Analysis, Negotiation, Sales Prospecting
Education
State University of New York College at Buffalo 1983 — 1990
Bachelors, Business
Linda Allder's Wachovia Experience 2002 - 2005
Job Master Data and Content Management Analyst (IT Enterprise Architecture) at Lowes Corporation
Industry Writing and Editing
Experience
Lowe's Companies, Inc. August 2014 - Present
Duke Energy Corporation July 2014 - August 2014
Wells Fargo September 2013 - January 2014
Bank of America May 2010 - September 2013
TIAA-CREF 2006 - March 2009
Wachovia 2002 - 2005
Bank of America 2002 - 2002
Skills
Software Documentation, Business Process, Program Management, Vendor Management, Risk Management, Management, Business Analysis, Leadership, Financial Services, Process Improvement, Business Process..., SharePoint, Microsoft Excel
Education
State University of New York at Buffalo 1990 — 1993
BA, English
University of North Carolina at Wilmington 1989 — 1990
English
State University of New York College at Oswego 1987 — 1989
English, Communications
wILLIAMSVILE EAST HIGH SCHOOL
Lowe's Companies, Inc. August 2014 - Present
Duke Energy Corporation July 2014 - August 2014
Wells Fargo September 2013 - January 2014
Bank of America May 2010 - September 2013
TIAA-CREF 2006 - March 2009
Wachovia 2002 - 2005
Bank of America 2002 - 2002
Skills
Software Documentation, Business Process, Program Management, Vendor Management, Risk Management, Management, Business Analysis, Leadership, Financial Services, Process Improvement, Business Process..., SharePoint, Microsoft Excel
Education
State University of New York at Buffalo 1990 — 1993
BA, English
University of North Carolina at Wilmington 1989 — 1990
English
State University of New York College at Oswego 1987 — 1989
English, Communications
wILLIAMSVILE EAST HIGH SCHOOL
Monica Nail Monica Nail's Wachovia Experience April 2001 - September 2006
Job QA Analyst at Randstad Technologies US
Industry Information Technology and Services
Experience
Randstad Technologies US June 2014 - Present
Randstad Technologies US August 2013 - November 2013
Technisource October 2009 - July 2011
Strategic Staffing Solutions February 2008 - March 2009
Signature Consultants July 2007 - February 2008
Wachovia April 2001 - September 2006
First Union National Bank August 1997 - April 2001
Penta 1996 - 1997
US Navy November 1990 - December 1995
Skills
SDLC, Quality Center, Quality Assurance, User Acceptance Testing, Software Documentation, Troubleshooting, Testing, Test Planning, Analysis, Manual Testing, Business Analysis, Requirements Gathering, Business Requirements, Vendor Management, SharePoint, QTP, Visio, Test Cases, Call Centers, Regression Testing, Integration, Waterfall, Requirements Analysis
Education
Strayer University 2004 — 2014
Bachelor of Business Administration (B.B.A.), Marketing, 3.7
ECPI College of Technology 1999 — 2000
Computer Technology Program, Computer Technology
Randstad Technologies US June 2014 - Present
Randstad Technologies US August 2013 - November 2013
Technisource October 2009 - July 2011
Strategic Staffing Solutions February 2008 - March 2009
Signature Consultants July 2007 - February 2008
Wachovia April 2001 - September 2006
First Union National Bank August 1997 - April 2001
Penta 1996 - 1997
US Navy November 1990 - December 1995
Skills
SDLC, Quality Center, Quality Assurance, User Acceptance Testing, Software Documentation, Troubleshooting, Testing, Test Planning, Analysis, Manual Testing, Business Analysis, Requirements Gathering, Business Requirements, Vendor Management, SharePoint, QTP, Visio, Test Cases, Call Centers, Regression Testing, Integration, Waterfall, Requirements Analysis
Education
Strayer University 2004 — 2014
Bachelor of Business Administration (B.B.A.), Marketing, 3.7
ECPI College of Technology 1999 — 2000
Computer Technology Program, Computer Technology
Cam Modecki Cam Modecki's Wachovia Experience June 2001 - July 2010
Job Senior VicePresident, MidAtlantic Market Manager Citigold Wealth Management at Citi FINRA Series 24,7 & 63 Licensed
Industry Banking
Experience
Citi December 2012 - Present
Bank of America May 2011 - December 2012
Morgan Stanley Smith Barney September 2010 - April 2011
Wachovia June 2001 - July 2010
Skills
Small Business Lending, Commercial Lending, Loans, Mortgage Lending, Banking, Credit, Commercial Banking, Mortgage Banking, Retail Banking, Series 63, Credit Analysis
Education
Southern Methodist University
The Potomac School, McLean, Virginia
Citi December 2012 - Present
Bank of America May 2011 - December 2012
Morgan Stanley Smith Barney September 2010 - April 2011
Wachovia June 2001 - July 2010
Skills
Small Business Lending, Commercial Lending, Loans, Mortgage Lending, Banking, Credit, Commercial Banking, Mortgage Banking, Retail Banking, Series 63, Credit Analysis
Education
Southern Methodist University
The Potomac School, McLean, Virginia
Merydith Blank Merydith Blank's Wachovia Experience October 2000 - March 2005
Job Client Service Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2015 - Present
Wells Fargo December 2012 - March 2015
Wells Fargo Bank 2005 - December 2012
Wachovia October 2000 - March 2005
First Union September 1997 - October 2000
Skills
Credit, Loans, Wealth Management, Banking, Underwriting, Regulatory Guidelines, Operational Risk, Compliance Operations, Mortgage Lending, Financial Services, Risk Management, Operational Risk...
Education
State University of New York College at Potsdam 1991 — 1997
B.A., Anthropology
Wells Fargo March 2015 - Present
Wells Fargo December 2012 - March 2015
Wells Fargo Bank 2005 - December 2012
Wachovia October 2000 - March 2005
First Union September 1997 - October 2000
Skills
Credit, Loans, Wealth Management, Banking, Underwriting, Regulatory Guidelines, Operational Risk, Compliance Operations, Mortgage Lending, Financial Services, Risk Management, Operational Risk...
Education
State University of New York College at Potsdam 1991 — 1997
B.A., Anthropology
Robert Rendell, CFE Robert Rendell, CFE's Wachovia Experience March 2008 - November 2009
Job VP, Fraud Policy Manager at Citi
Industry Banking
Experience
Citi June 2014 - Present
Bank of America May 2014 - June 2014
Bank of America February 2012 - June 2014
Wells Fargo Bank September 2011 - March 2012
Wells Fargo Bank 2009 - September 2011
Wachovia March 2008 - November 2009
Skills
Fraud, AML, Banking, Credit, Fraud Detection, Product Management, Strategy, Financial Services, Financial Risk, Finance, Credit Risk, Credit Cards, Credit Analysis, Operational Risk, Risk Management, Anti Money Laundering
Education
State University of New York College at Oswego 2003 — 2007
Marketing, Economics
Citi June 2014 - Present
Bank of America May 2014 - June 2014
Bank of America February 2012 - June 2014
Wells Fargo Bank September 2011 - March 2012
Wells Fargo Bank 2009 - September 2011
Wachovia March 2008 - November 2009
Skills
Fraud, AML, Banking, Credit, Fraud Detection, Product Management, Strategy, Financial Services, Financial Risk, Finance, Credit Risk, Credit Cards, Credit Analysis, Operational Risk, Risk Management, Anti Money Laundering
Education
State University of New York College at Oswego 2003 — 2007
Marketing, Economics
Mitch Feldman Mitch Feldman's Wachovia Experience 2004 - 2006
Job Independent Principal Management Consultant at Midtown Consulting Group
Industry Financial Services
Experience
Midtown Consulting Group / Suntrust Bank January 2014 - Present
Midtown Consulting Group/ TIAA-CREF March 2011 - December 2013
Wachovia, A Wells Fargo Company December 2009 - August 2010
Wachovia Corporation 2006 - December 2009
Wachovia 2004 - 2006
Wachovia 2003 - 2004
DeLeeuw Associates 1999 - 2003
Bank of America 1995 - 1999
Coopers & Lybrand 1992 - 1994
Skills
Strategy, Management Consulting, Financial Analysis, Cross-functional Team..., Analytics, Program Management, Forecasting, Banking, Management, Business Intelligence, Business Analysis, Leadership, Integration, Project Management, SDLC, Analysis, Mergers & Acquisitions, Finance, Strategic Planning, financial modeling, Business Strategy, Business Process..., Financial Services, Consulting
Education
Pace University - Lubin Graduate School of Business
MBA Finance \ MS Accounting
State University of New York at New Paltz
B.S
Great Neck North HS
Midtown Consulting Group / Suntrust Bank January 2014 - Present
Midtown Consulting Group/ TIAA-CREF March 2011 - December 2013
Wachovia, A Wells Fargo Company December 2009 - August 2010
Wachovia Corporation 2006 - December 2009
Wachovia 2004 - 2006
Wachovia 2003 - 2004
DeLeeuw Associates 1999 - 2003
Bank of America 1995 - 1999
Coopers & Lybrand 1992 - 1994
Skills
Strategy, Management Consulting, Financial Analysis, Cross-functional Team..., Analytics, Program Management, Forecasting, Banking, Management, Business Intelligence, Business Analysis, Leadership, Integration, Project Management, SDLC, Analysis, Mergers & Acquisitions, Finance, Strategic Planning, financial modeling, Business Strategy, Business Process..., Financial Services, Consulting
Education
Pace University - Lubin Graduate School of Business
MBA Finance \ MS Accounting
State University of New York at New Paltz
B.S
Great Neck North HS
Janeen Duncan Janeen Duncan's Wachovia Experience August 2008 - December 2009
Job
Industry Information Technology and Services
Experience
Strayer University January 2013 - June 2013
Wells Fargo December 2009 - December 2012
Wachovia August 2008 - December 2009
Aon Hewitt November 2005 - August 2008
Wachovia Bank March 2000 - October 2005
First Union National Bank September 1997 - February 2000
First Union National Bank March 1994 - August 1997
Naval Special Warfare Group TWO March 1990 - January 1994
Skills
Technical Writing, User Acceptance Testing, Visio, SharePoint, SnagIt, Software Documentation, SDLC, Instructional Design, Business Analysis, Lotus Notes, MS Project, Quality Assurance, Outlook, Requirements Analysis, Banking, Access, Vendor Management, ADDIE, E-Learning, Leadership, Training, Program Management, Performance Consulting, Content Management, Instructor-led Training, Blended Learning, Learning Management..., Training Delivery, Learning Management, Management, Integration, Cross-functional Team..., Analysis, Disaster Recovery, Call Centers, Troubleshooting, Human Resources, Technical Documentation, Needs Analysis, Dreamweaver, Technical Training, Information Technology
Education
Strayer University 2011 — 2014
Master's Degree
Strayer University (VA) 2008 — 2011
BSIS
St. Mary's College of Maryland 1981 — 1982
Strayer University January 2013 - June 2013
Wells Fargo December 2009 - December 2012
Wachovia August 2008 - December 2009
Aon Hewitt November 2005 - August 2008
Wachovia Bank March 2000 - October 2005
First Union National Bank September 1997 - February 2000
First Union National Bank March 1994 - August 1997
Naval Special Warfare Group TWO March 1990 - January 1994
Skills
Technical Writing, User Acceptance Testing, Visio, SharePoint, SnagIt, Software Documentation, SDLC, Instructional Design, Business Analysis, Lotus Notes, MS Project, Quality Assurance, Outlook, Requirements Analysis, Banking, Access, Vendor Management, ADDIE, E-Learning, Leadership, Training, Program Management, Performance Consulting, Content Management, Instructor-led Training, Blended Learning, Learning Management..., Training Delivery, Learning Management, Management, Integration, Cross-functional Team..., Analysis, Disaster Recovery, Call Centers, Troubleshooting, Human Resources, Technical Documentation, Needs Analysis, Dreamweaver, Technical Training, Information Technology
Education
Strayer University 2011 — 2014
Master's Degree
Strayer University (VA) 2008 — 2011
BSIS
St. Mary's College of Maryland 1981 — 1982
Jason Greenway Jason Greenway's Wachovia Experience May 2004 - March 2009
Job Senior Vice President Corporate Banking at Cadence Bank
Industry Banking
Experience
Community Bancorp, LLC / Cadence Bank July 2011 - Present
Bank of Texas March 2009 - August 2011
Wachovia May 2004 - March 2009
Frost Bank May 1998 - May 2004
Skills
Portfolio Management, Banking, Treasury Services, Commercial Lending, Corporate Finance, Mergers & Acquisitions, Syndications, Interest Rate..., Cash Management, C&I Lending, Business Development, investments, Financial Advisory, Strategic Leadership, Investments, Commercial Banking, Treasury Management, Credit Analysis, Asset Based Lending, Wealth Management, Structured Finance
Education
Southwestern University 1996 — 2000
Community Bancorp, LLC / Cadence Bank July 2011 - Present
Bank of Texas March 2009 - August 2011
Wachovia May 2004 - March 2009
Frost Bank May 1998 - May 2004
Skills
Portfolio Management, Banking, Treasury Services, Commercial Lending, Corporate Finance, Mergers & Acquisitions, Syndications, Interest Rate..., Cash Management, C&I Lending, Business Development, investments, Financial Advisory, Strategic Leadership, Investments, Commercial Banking, Treasury Management, Credit Analysis, Asset Based Lending, Wealth Management, Structured Finance
Education
Southwestern University 1996 — 2000
Jean Veatch Jean Veatch's Wachovia Experience August 2007 - October 2008
Job Grid Solutions Strategic Projects
Industry Management Consulting
Experience
Duke Energy Corporation December 2013 - Present
Duke Energy Corporation May 2010 - Present
Goodwill Industries August 2009 - Present
Veatch Consulting March 2009 - May 2010
Wachovia August 2007 - October 2008
CPI Corp 2005 - 2007
PCA International 1999 - 2005
PCA International 1996 - 1999
Telxon Corp 1983 - 1989
Skills
Product Development, Project Management, Process Management, Cross-functional Team..., Integrated Marketing, Public Relations, Strategic Partnerships, Personnel Management, Investor Relations, Strategic Planning, Product Management, E-commerce, Program Management, Process Improvement, Marketing Strategy, Team Building, Leadership, Change Management
Education
Stanford University
B.A., Human Biology
Stanford University
M.S., Engineering-Economics Systems
Duke Energy Corporation December 2013 - Present
Duke Energy Corporation May 2010 - Present
Goodwill Industries August 2009 - Present
Veatch Consulting March 2009 - May 2010
Wachovia August 2007 - October 2008
CPI Corp 2005 - 2007
PCA International 1999 - 2005
PCA International 1996 - 1999
Telxon Corp 1983 - 1989
Skills
Product Development, Project Management, Process Management, Cross-functional Team..., Integrated Marketing, Public Relations, Strategic Partnerships, Personnel Management, Investor Relations, Strategic Planning, Product Management, E-commerce, Program Management, Process Improvement, Marketing Strategy, Team Building, Leadership, Change Management
Education
Stanford University
B.A., Human Biology
Stanford University
M.S., Engineering-Economics Systems
Karen Blackwell, SPHR, SHRM-SCP Karen Blackwell, SPHR, SHRM-SCP's Wachovia Experience July 2003 - October 2004
Job Senior Human Resources Manager
Industry Management Consulting
Experience
Pactera Technology International November 2009 - Present
NouvEON Technology Partners, Inc. dba Pactera November 2009 - Present
Wachovia, A Wells Fargo Co. July 2003 - November 2009
Wachovia July 2003 - October 2004
Management Advisors International 2001 - 2003
Various Staffing and Search Firms March 1995 - March 2001
Skills
Change Management, Employee Handbooks, Acquisition Integration, Employee Relations, Employee Engagement, Performance Management, Career Pathing, Sourcing, Strategic Planning, Full-cycle Recruiting, Culture Building, Team Leadership, Training, Coaching, Employee Benefits, Onboarding, Leadership, Talent Acquisition, Recruiting, Employment Law..., Employee Recognition, Human Resources, Human Capital Management, Management Consulting, HR Business Partnering, Internal Communications, Employee Surveys, Training Delivery, Leading Projects, Legal Issues, Compensation, Culture Change, Direct Sourcing, Organizational Learning, Diversity Strategy, Retention, Diversity Recruitment, Personnel Management, Strategy, Screening
Education
Winthrop University 1993 — 1995
Bachelor's: Business Administration, Business/HR
Spartanburg Methodist College 1991 — 1993
Associates Degree, Business Administration
Pactera Technology International November 2009 - Present
NouvEON Technology Partners, Inc. dba Pactera November 2009 - Present
Wachovia, A Wells Fargo Co. July 2003 - November 2009
Wachovia July 2003 - October 2004
Management Advisors International 2001 - 2003
Various Staffing and Search Firms March 1995 - March 2001
Skills
Change Management, Employee Handbooks, Acquisition Integration, Employee Relations, Employee Engagement, Performance Management, Career Pathing, Sourcing, Strategic Planning, Full-cycle Recruiting, Culture Building, Team Leadership, Training, Coaching, Employee Benefits, Onboarding, Leadership, Talent Acquisition, Recruiting, Employment Law..., Employee Recognition, Human Resources, Human Capital Management, Management Consulting, HR Business Partnering, Internal Communications, Employee Surveys, Training Delivery, Leading Projects, Legal Issues, Compensation, Culture Change, Direct Sourcing, Organizational Learning, Diversity Strategy, Retention, Diversity Recruitment, Personnel Management, Strategy, Screening
Education
Winthrop University 1993 — 1995
Bachelor's: Business Administration, Business/HR
Spartanburg Methodist College 1991 — 1993
Associates Degree, Business Administration
Jim Dandro's Wachovia Experience 2005 - May 2009
Job Business Data Analyst at Southern Scientific Instruments
Industry Food & Beverages
Experience
Southern Scientific Instruments December 2014 - Present
Rivermen Brewing Company March 2014 - Present
U.S. National Whitewater Center 2012 - Present
Dandro Properties Inc 2004 - Present
MDSi, Inc. May 2010 - April 2014
Wachovia 2005 - May 2009
Getronics April 1998 - July 2005
First Union National Bank November 1994 - April 1998
Skills
Project Coordination, Business Analysis, Project Management, Process Improvement, Risk Management, Visio, Business Process..., Team Leadership, Change Management, Resource Management, Account Management, IT Management, Data Center
Education
SUNY Polytechnic Institute 1991 — 1993
BS
State University of New York - System 1989 — 1991
AAS
Southern Scientific Instruments December 2014 - Present
Rivermen Brewing Company March 2014 - Present
U.S. National Whitewater Center 2012 - Present
Dandro Properties Inc 2004 - Present
MDSi, Inc. May 2010 - April 2014
Wachovia 2005 - May 2009
Getronics April 1998 - July 2005
First Union National Bank November 1994 - April 1998
Skills
Project Coordination, Business Analysis, Project Management, Process Improvement, Risk Management, Visio, Business Process..., Team Leadership, Change Management, Resource Management, Account Management, IT Management, Data Center
Education
SUNY Polytechnic Institute 1991 — 1993
BS
State University of New York - System 1989 — 1991
AAS
Richard Graham III Richard Graham III's Wachovia Experience 1998 - 2007
Job VP, Certified Product Manager at First Citizens Bank
Industry Banking
Experience
First Citizens Bank 2013 - Present
First Citizens Bank 2007 - 2013
Wachovia 1998 - 2007
Skills
Banking, Cash Management, Business Requirements, Product Management, Problem Solving, Strategic Planning, Business Analysis, Visio, Analysis, Program Management, ACH, Payments, Vendor Management, Project Management, Customer Satisfaction, Commercial Banking, Internet Banking, Quality Assurance, Software Documentation, Electronic Payments, Process Improvement, Team Leadership, Customer Service, Testing, Training, Financial Services, SDLC, Systems Analysis, Integration, Requirements Analysis, Business Intelligence, Requirements Gathering, PMO, Finance, Business Process..., Risk Management, User Acceptance Testing, Retail Banking, Access, Loans, SharePoint, Relationship Management, Disaster Recovery, Business Process, Software Project..., Mobile Banking, Information Technology, Treasury Management, Credit Cards, IT Strategy
Education
Strayer University (VA) 2006 — 2008
Masters of Education (M.Ed.), Technology Concentration
University of North Carolina at Charlotte - Belk College of Business 1997 — 2001
BSBA, Management Information Systems
First Citizens Bank 2013 - Present
First Citizens Bank 2007 - 2013
Wachovia 1998 - 2007
Skills
Banking, Cash Management, Business Requirements, Product Management, Problem Solving, Strategic Planning, Business Analysis, Visio, Analysis, Program Management, ACH, Payments, Vendor Management, Project Management, Customer Satisfaction, Commercial Banking, Internet Banking, Quality Assurance, Software Documentation, Electronic Payments, Process Improvement, Team Leadership, Customer Service, Testing, Training, Financial Services, SDLC, Systems Analysis, Integration, Requirements Analysis, Business Intelligence, Requirements Gathering, PMO, Finance, Business Process..., Risk Management, User Acceptance Testing, Retail Banking, Access, Loans, SharePoint, Relationship Management, Disaster Recovery, Business Process, Software Project..., Mobile Banking, Information Technology, Treasury Management, Credit Cards, IT Strategy
Education
Strayer University (VA) 2006 — 2008
Masters of Education (M.Ed.), Technology Concentration
University of North Carolina at Charlotte - Belk College of Business 1997 — 2001
BSBA, Management Information Systems
Eloy Guzman's Wachovia Experience October 2006 - September 2008
Job Implementation Consultant II at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo June 2013 - September 2014
Wells Fargo April 2011 - October 2012
Wells Fargo October 2008 - November 2010
WACHOVIA October 2006 - September 2008
World Savings October 2004 - September 2006
World Savings October 2001 - September 2004
Citibank Texas, N.A. January 1992 - October 2001
Skills
Project Planning, Resource Allocation, Time Management, Process Improvement, Vendor Management, Business Analysis, Project Management, Customer Service, Risk Management, Help Desk Support, Training, MS Project, Coaching, Leadership, Networking, Management, Analysis, Access, Budgets, Security, SDLC, SharePoint, Visio
Education
St. Mary's University 1988 — 1991
Bachelor of Business Administration (BBA), Marketing
High School 1980 — 1984
Diploma, General
Wells Fargo June 2013 - September 2014
Wells Fargo April 2011 - October 2012
Wells Fargo October 2008 - November 2010
WACHOVIA October 2006 - September 2008
World Savings October 2004 - September 2006
World Savings October 2001 - September 2004
Citibank Texas, N.A. January 1992 - October 2001
Skills
Project Planning, Resource Allocation, Time Management, Process Improvement, Vendor Management, Business Analysis, Project Management, Customer Service, Risk Management, Help Desk Support, Training, MS Project, Coaching, Leadership, Networking, Management, Analysis, Access, Budgets, Security, SDLC, SharePoint, Visio
Education
St. Mary's University 1988 — 1991
Bachelor of Business Administration (BBA), Marketing
High School 1980 — 1984
Diploma, General
James Steve Cummins, PMP, MBA James Steve Cummins, PMP, MBA's Wachovia Experience 2002 - 2008
Job Business Analyst III Texas Treasury Safekeeping Trust Department
Industry Government Administration
Experience
Texas Treasury Safekeeping Trust August 2012 - Present
Kinetic Concepts April 2012 - July 2012
Genesis Concepts & Consultants July 2011 - October 2011
USAA February 2011 - May 2011
James S. Cummins, PMP December 2008 - March 2011
Whitney National Bank September 2010 - December 2010
FIS / FDIC 2010 - 2010
Aurora Bank FSB 2009 - 2010
WACHOVIA MORTGAGE, FSB January 2002 - December 2008
Wachovia 2002 - 2008
Skills
SDLC, Business Analysis, Visio, Requirements Analysis, Program Management, PMP, MS Project, Software Project..., Process Improvement, SharePoint, Risk Management, Cross-functional Team..., PMO, Project Management, Software Documentation, Analysis, Integration, Troubleshooting, CRM, Outsourcing, Leadership, Business Requirements, Security, Management, Governance, Consulting, Systems Analysis, Financial Services, Requirements Gathering, Team Building, Waterfall, Testing, Information Technology, Software Development, IT Strategy, Call Centers, Business Intelligence, Resource Management, Quality Assurance, Business Process, Banking, Vendor Management, Change Management, Team Leadership, Business Process..., Enterprise Software, Credit, Training, Project Portfolio..., IT Management
Education
St. Mary's University 1979 — 1983
MS, Management
St. Mary's University 1979 — 1983
BBA, Financial Management
St. Mary's University 1979 — 1983
MBA, Finance
Texas A & M University 1968 — 1972
BS, Marine Transportation
Texas A&M University at Galveston 1968 — 1972
BS Marine Transportation
Texas A&M University at Galveston 1968 — 1972
BS Marine Transportation
Texas Treasury Safekeeping Trust August 2012 - Present
Kinetic Concepts April 2012 - July 2012
Genesis Concepts & Consultants July 2011 - October 2011
USAA February 2011 - May 2011
James S. Cummins, PMP December 2008 - March 2011
Whitney National Bank September 2010 - December 2010
FIS / FDIC 2010 - 2010
Aurora Bank FSB 2009 - 2010
WACHOVIA MORTGAGE, FSB January 2002 - December 2008
Wachovia 2002 - 2008
Skills
SDLC, Business Analysis, Visio, Requirements Analysis, Program Management, PMP, MS Project, Software Project..., Process Improvement, SharePoint, Risk Management, Cross-functional Team..., PMO, Project Management, Software Documentation, Analysis, Integration, Troubleshooting, CRM, Outsourcing, Leadership, Business Requirements, Security, Management, Governance, Consulting, Systems Analysis, Financial Services, Requirements Gathering, Team Building, Waterfall, Testing, Information Technology, Software Development, IT Strategy, Call Centers, Business Intelligence, Resource Management, Quality Assurance, Business Process, Banking, Vendor Management, Change Management, Team Leadership, Business Process..., Enterprise Software, Credit, Training, Project Portfolio..., IT Management
Education
St. Mary's University 1979 — 1983
MS, Management
St. Mary's University 1979 — 1983
BBA, Financial Management
St. Mary's University 1979 — 1983
MBA, Finance
Texas A & M University 1968 — 1972
BS, Marine Transportation
Texas A&M University at Galveston 1968 — 1972
BS Marine Transportation
Texas A&M University at Galveston 1968 — 1972
BS Marine Transportation
Heather Danenberg Heather Danenberg's Wachovia Experience June 2007 - Present
Job Treasury Services Product Consultant
Industry Banking
Experience
Wells Fargo June 2007 - Present
Wachovia June 2007 - Present
Wachovia November 1999 - Present
Evergreen Investments February 2005 - June 2007
Wachovia Securities November 1999 - February 2005
Skills
Finance, Treasury Services, Series 63, Banking, Treasury, Mutual Funds, Relationship Management, Portfolio Management, Leadership, Investments, Solution Selling, Management, Liquidity Management, Payments, Treasury Management, Electronic Payments, Coaching, Fixed Income, Sales, Commercial Banking, Cash Management, Commercial Lending, Credit, Financial Services
Education
State University of New York College at Cortland
Bachelor of Science, Health Education
Wells Fargo June 2007 - Present
Wachovia June 2007 - Present
Wachovia November 1999 - Present
Evergreen Investments February 2005 - June 2007
Wachovia Securities November 1999 - February 2005
Skills
Finance, Treasury Services, Series 63, Banking, Treasury, Mutual Funds, Relationship Management, Portfolio Management, Leadership, Investments, Solution Selling, Management, Liquidity Management, Payments, Treasury Management, Electronic Payments, Coaching, Fixed Income, Sales, Commercial Banking, Cash Management, Commercial Lending, Credit, Financial Services
Education
State University of New York College at Cortland
Bachelor of Science, Health Education
Deron Daenzer Deron Daenzer's Wachovia Experience October 2007 - December 2008
Job Technology Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank December 2008 - Present
Wachovia October 2007 - December 2008
A.G. Edwards & Sons, Inc. September 2001 - October 2007
Skills
Vendor Management, Information Security, Penetration Testing, Firewalls, Network Security, Disaster Recovery, Data Center, VPN, Vulnerability Assessment, Operating Systems, Leadership, Infrastructure, Networking, Management, Network Engineering, PCI DSS, Integration, Unix, Servers, WAN, Security, Intrusion Detection, Cisco Technologies, TCP/IP, Switches, CISSP, IT Management, Active Directory, Network Design, Routers
Education
Southern Illinois University, Edwardsville 1990 — 1994
Wells Fargo Bank December 2008 - Present
Wachovia October 2007 - December 2008
A.G. Edwards & Sons, Inc. September 2001 - October 2007
Skills
Vendor Management, Information Security, Penetration Testing, Firewalls, Network Security, Disaster Recovery, Data Center, VPN, Vulnerability Assessment, Operating Systems, Leadership, Infrastructure, Networking, Management, Network Engineering, PCI DSS, Integration, Unix, Servers, WAN, Security, Intrusion Detection, Cisco Technologies, TCP/IP, Switches, CISSP, IT Management, Active Directory, Network Design, Routers
Education
Southern Illinois University, Edwardsville 1990 — 1994
Daniel Whittle Daniel Whittle's Wachovia Experience April 2006 - September 2010
Job Internal Sales at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments September 2011 - Present
Merrill Lynch September 2010 - September 2011
Wachovia April 2006 - September 2010
AMS Production Group 2005 - 2006
Education
Southern Methodist University 2001 — 2005
B.S., Biochemistry, Mathematics
Fidelity Investments September 2011 - Present
Merrill Lynch September 2010 - September 2011
Wachovia April 2006 - September 2010
AMS Production Group 2005 - 2006
Education
Southern Methodist University 2001 — 2005
B.S., Biochemistry, Mathematics
Marcellus Stanley Marcellus Stanley's Wachovia Experience 2007 - 2008
Job Sales Administration at The Greenery Seattle / Three J's Distribution
Industry Printing
Experience
The Greenery Seattle / Three J's Distribution Sales Account ExecutivePrinting ControlJuly 2008 - March 2009
Wachovia 2007 - 2008
Neutekprint 2002 - 2006
Skills
Sales, Customer Service, Account Management, New Business Development, Marketing Strategy, Microsoft Office, Direct Sales, Marketing, Direct Marketing, Direct Mail, Microsoft Excel, Marketing Communications, Selling, Advertising, Sales Management, Sales Presentations, Cold Calling, Team Building, Negotiation, Sales Process
Education
Southern Oregon University 1984 — 1988
The Greenery Seattle / Three J's Distribution Sales Account ExecutivePrinting ControlJuly 2008 - March 2009
Wachovia 2007 - 2008
Neutekprint 2002 - 2006
Skills
Sales, Customer Service, Account Management, New Business Development, Marketing Strategy, Microsoft Office, Direct Sales, Marketing, Direct Marketing, Direct Mail, Microsoft Excel, Marketing Communications, Selling, Advertising, Sales Management, Sales Presentations, Cold Calling, Team Building, Negotiation, Sales Process
Education
Southern Oregon University 1984 — 1988
Heather Watters Heather Watters's Wachovia Experience April 2007 - December 2008
Job Experienced Project Leader/Manager/Market Data Analyst
Industry Information Technology and Services
Experience
Wells Fargo – Institutional Retirement and Trust April 2010 - Present
Wachovia / Wells Fargo January 2009 - January 2010
Wachovia April 2007 - December 2008
" A Job for You" Broward County Property Appraisers Office September 2003 - November 2006
Wentworth-Douglass Hospital January 2000 - June 2004
Education
Southern New Hampshire University 2000 — 2003
Bachelor, Business Administration
New Hampshire University
BA, Business Administration
PMP prep course
Wells Fargo – Institutional Retirement and Trust April 2010 - Present
Wachovia / Wells Fargo January 2009 - January 2010
Wachovia April 2007 - December 2008
" A Job for You" Broward County Property Appraisers Office September 2003 - November 2006
Wentworth-Douglass Hospital January 2000 - June 2004
Education
Southern New Hampshire University 2000 — 2003
Bachelor, Business Administration
New Hampshire University
BA, Business Administration
PMP prep course
Nakita Williams's Wachovia Experience July 1994 - Present
Job Learning and Development Facilitator at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 1994 - Present
Wachovia July 1994 - Present
Skills
Banking, Customer Service, Management, Leadership, Finance
Education
Strayer University 2012 — 2015
Currently pursuing my Bachelors degree, Business Administration concentrating in Management, General, GPA 3.82
University of North Carolina at Pembroke 1983 — 1986
Wells Fargo July 1994 - Present
Wachovia July 1994 - Present
Skills
Banking, Customer Service, Management, Leadership, Finance
Education
Strayer University 2012 — 2015
Currently pursuing my Bachelors degree, Business Administration concentrating in Management, General, GPA 3.82
University of North Carolina at Pembroke 1983 — 1986
Allison Luck Allison Luck's Wachovia Experience 2003 - December 2006
Job LTE Site Acquisitions Project Manager at AT&T Mobility
Industry Real Estate
Experience
AT&T Mobility October 2013 - Present
Capital One September 2012 - September 2013
Commonwealth of Virginia October 2011 - September 2012
Virginia Commonwealth University November 2009 - October 2011
Altria Client Services February 2009 - November 2009
LandAmerica December 2006 - November 2008
Wachovia 2003 - December 2006
National Grange Mutual 2001 - 2003
Seasons Mortgage 1999 - 2001
SunTrust Mortgage 1995 - 1999
Skills
Real Estate Transactions, Contract Negotiation, Construction, Corporate Law, Cross-functional Team..., Due Diligence, Leases, Management, Negotiation, Real Estate, Team Building, Contract Management, Construction Management, Vendor Management, Project Management, Corporate Real Estate, Teamwork, Facilities Management, Financial Analysis, Strategic Planning, Budgets, Commercial Real Estate, Property Management, Real Estate Development, Disposition, Investment Properties, Customer Service, Asset Management, Mergers & Acquisitions, Project Planning, Telecommunications, Wireless
Education
Strayer University (VA) 2009 — 2012
MBA, Concentration in Project Management, 4.0
Strayer University (VA) 2001 — 2005
BSBA, Concentrations in Human Resources, 3.8
J. Sargeant Reynolds Community College 1992 — 1995
Associate of Arts and Sciences (AAS)
Hermitage High 1988 — 1992
AT&T Mobility October 2013 - Present
Capital One September 2012 - September 2013
Commonwealth of Virginia October 2011 - September 2012
Virginia Commonwealth University November 2009 - October 2011
Altria Client Services February 2009 - November 2009
LandAmerica December 2006 - November 2008
Wachovia 2003 - December 2006
National Grange Mutual 2001 - 2003
Seasons Mortgage 1999 - 2001
SunTrust Mortgage 1995 - 1999
Skills
Real Estate Transactions, Contract Negotiation, Construction, Corporate Law, Cross-functional Team..., Due Diligence, Leases, Management, Negotiation, Real Estate, Team Building, Contract Management, Construction Management, Vendor Management, Project Management, Corporate Real Estate, Teamwork, Facilities Management, Financial Analysis, Strategic Planning, Budgets, Commercial Real Estate, Property Management, Real Estate Development, Disposition, Investment Properties, Customer Service, Asset Management, Mergers & Acquisitions, Project Planning, Telecommunications, Wireless
Education
Strayer University (VA) 2009 — 2012
MBA, Concentration in Project Management, 4.0
Strayer University (VA) 2001 — 2005
BSBA, Concentrations in Human Resources, 3.8
J. Sargeant Reynolds Community College 1992 — 1995
Associate of Arts and Sciences (AAS)
Hermitage High 1988 — 1992
Erika L. Cowling's Wachovia Experience December 2004 - March 2005
Job Residential Real Estate Appraiser at City of Suffolk, VA
Industry Public Policy
Experience
City of Suffolk, VA June 2009 - Present
USAA February 2007 - May 2009
Langley Federal Credit Union (LFCU) June 2005 - February 2007
Wachovia December 2004 - March 2005
BB&T March 2004 - December 2004
BB&T (formerly First Virginia Bank) May 2002 - March 2004
Skills
Team Building, Public Speaking, Customer Service, Leadership, Coaching, Microsoft Office, Management, Team Leadership, Risk Management, Policy, Event Planning, Microsoft Excel, Leadership Development, Social Media, PowerPoint, Government, Program Management, Training, Analysis, Access, Fundraising, Sales
Education
Virginia Tech 1997 — 2002
Bachelor of Science, Housing, Interior Design, and Resource Management
Strayer University (VA) 2003 — 2005
Master of Business Administration (M.B.A.), concentration in Human Resources
Allied Business School 2011 — 2013
150 Hour Real Estate Appraisal Licensure Program, Residential Real Estate Appraisal, n/a
Appraisal Institute
n/a, n/a, n/a
Bethel High School 1993 — 1997
City of Suffolk, VA
n/a, n/a, n/a
IAAO (International Association of Assesing Officers) courses
n/a, Real Estate Assessment, n/a
VAAO (Virginia Association of Assessing Officers) courses
n/a, n/a, n/a
City of Suffolk, VA June 2009 - Present
USAA February 2007 - May 2009
Langley Federal Credit Union (LFCU) June 2005 - February 2007
Wachovia December 2004 - March 2005
BB&T March 2004 - December 2004
BB&T (formerly First Virginia Bank) May 2002 - March 2004
Skills
Team Building, Public Speaking, Customer Service, Leadership, Coaching, Microsoft Office, Management, Team Leadership, Risk Management, Policy, Event Planning, Microsoft Excel, Leadership Development, Social Media, PowerPoint, Government, Program Management, Training, Analysis, Access, Fundraising, Sales
Education
Virginia Tech 1997 — 2002
Bachelor of Science, Housing, Interior Design, and Resource Management
Strayer University (VA) 2003 — 2005
Master of Business Administration (M.B.A.), concentration in Human Resources
Allied Business School 2011 — 2013
150 Hour Real Estate Appraisal Licensure Program, Residential Real Estate Appraisal, n/a
Appraisal Institute
n/a, n/a, n/a
Bethel High School 1993 — 1997
City of Suffolk, VA
n/a, n/a, n/a
IAAO (International Association of Assesing Officers) courses
n/a, Real Estate Assessment, n/a
VAAO (Virginia Association of Assessing Officers) courses
n/a, n/a, n/a
Stuart Selzer Stuart Selzer's Wachovia Experience February 2005 - January 2010
Job Senior Consultant at Carlisle & Gallagher Consulting Group
Industry Banking
Experience
Carlisle & Gallagher Consulting Group September 2013 - Present
Wells Fargo April 2013 - September 2013
Wells Fargo January 2010 - September 2012
Wachovia February 2005 - January 2010
Wells Fargo 2004 - 2005
First Fidelity 1990 - 1995
Skills
Mergers, Banking, Treasury Management, Cash Management, Risk Management, Process Improvement, Cash, Financial Risk, Vendor Management, Payments, Financial Analysis, Treasury Services, Green Belt, Budgets, Retail Banking, Finance, Mergers & Acquisitions, Portfolio Management, Leadership, Strategy, Relationship Management, Management, Financial Services, Commercial Banking, Program Management, Business Process, Loans, Training, Executive Management, Outsourcing, Integration, PMO, Credit, Operational Risk, Project Management
Education
St. Francis University 1983 — 1987
B.S., Accounting, Management
NP High School
Carlisle & Gallagher Consulting Group September 2013 - Present
Wells Fargo April 2013 - September 2013
Wells Fargo January 2010 - September 2012
Wachovia February 2005 - January 2010
Wells Fargo 2004 - 2005
First Fidelity 1990 - 1995
Skills
Mergers, Banking, Treasury Management, Cash Management, Risk Management, Process Improvement, Cash, Financial Risk, Vendor Management, Payments, Financial Analysis, Treasury Services, Green Belt, Budgets, Retail Banking, Finance, Mergers & Acquisitions, Portfolio Management, Leadership, Strategy, Relationship Management, Management, Financial Services, Commercial Banking, Program Management, Business Process, Loans, Training, Executive Management, Outsourcing, Integration, PMO, Credit, Operational Risk, Project Management
Education
St. Francis University 1983 — 1987
B.S., Accounting, Management
NP High School
Diana Gossman Diana Gossman's Wachovia Experience Operations Manager, Customer Service Rep III, dealing with all areas of banking in a Branch setting. Loans, Trusts, Investments, New Accounts and daily operations management.$
Job Retired Banking/Finance at Wachovia
Industry Financial Services
Experience
Wachovia Operations Manager, Customer Service Rep III, dealing with all areas of banking in a Branch setting. Loans, Trusts, Investments, New Accounts and daily operations management.$
Skills
Customer Service..., Operations Management, Financial Services, Banking, Management, Investments, Loans, Customer Service, Risk Management, Accounting, Sales, Financial Analysis, Microsoft Excel, Business Analysis, Microsoft Office, Portfolio Management, Insurance, Analysis
Education
St. Petersburg College 2002 — 2003
Wachovia Operations Manager, Customer Service Rep III, dealing with all areas of banking in a Branch setting. Loans, Trusts, Investments, New Accounts and daily operations management.$
Skills
Customer Service..., Operations Management, Financial Services, Banking, Management, Investments, Loans, Customer Service, Risk Management, Accounting, Sales, Financial Analysis, Microsoft Excel, Business Analysis, Microsoft Office, Portfolio Management, Insurance, Analysis
Education
St. Petersburg College 2002 — 2003
Jennifer Fisher (formerly Wardwell) Jennifer Fisher (formerly Wardwell)'s Wachovia Experience 2005 - 2007
Job Technical Curriculum Developer at Amazon Web Services
Industry Information Technology and Services
Experience
Amazon Web Services September 2015 - Present
Amazon Web Services November 2013 - September 2015
Caradigm - A Microsoft & GE Healthcare Company June 2012 - November 2013
Microsoft Health Solutions Group January 2011 - June 2012
Microsoft July 2009 - December 2010
MTCSC June 2008 - July 2009
Salem May 2007 - July 2008
Wachovia 2005 - 2007
Wachovia Securities 2005 - 2007
Liberty Tax Service 2002 - 2004
Skills
Agile Methodologies, C#, .NET, Data Analysis, Vendor Management, Troubleshooting, Integration, Testing, Microsoft SQL Server, Databases, WCF, XML, Enterprise Architecture, Healthcare Information..., Data Integration, MySQL, Oracle, SQL Server Management..., Software Development, Software Project..., Software Documentation, Software, Software Engineering, Enterprise Software, Software Design, Software Installation, EDI, Clinical Data Management, Database Design, User Interface Design, Data Interfaces, Unit Testing, Data Warehousing, Data Mining, Database Administration, Data Modeling, Data Management, HIT, Program Management, IT Project & Program..., SharePoint, SharePoint Designer, JavaScript, CSS, VBScript, ASP.NET, PL/SQL, T-SQL, Big Data, HL7
Education
George Mason University - School of Systems Biology 2013 — 2019
Doctor of Philosophy (Ph.D.), Bioinformatics and Computational Biology
Strayer University 2005 — 2007
Masters, Computer Information Systems - Software Engineering Management
Strayer University 2003 — 2005
Bachelors, Computer Information Systems - Programming
Amazon Web Services September 2015 - Present
Amazon Web Services November 2013 - September 2015
Caradigm - A Microsoft & GE Healthcare Company June 2012 - November 2013
Microsoft Health Solutions Group January 2011 - June 2012
Microsoft July 2009 - December 2010
MTCSC June 2008 - July 2009
Salem May 2007 - July 2008
Wachovia 2005 - 2007
Wachovia Securities 2005 - 2007
Liberty Tax Service 2002 - 2004
Skills
Agile Methodologies, C#, .NET, Data Analysis, Vendor Management, Troubleshooting, Integration, Testing, Microsoft SQL Server, Databases, WCF, XML, Enterprise Architecture, Healthcare Information..., Data Integration, MySQL, Oracle, SQL Server Management..., Software Development, Software Project..., Software Documentation, Software, Software Engineering, Enterprise Software, Software Design, Software Installation, EDI, Clinical Data Management, Database Design, User Interface Design, Data Interfaces, Unit Testing, Data Warehousing, Data Mining, Database Administration, Data Modeling, Data Management, HIT, Program Management, IT Project & Program..., SharePoint, SharePoint Designer, JavaScript, CSS, VBScript, ASP.NET, PL/SQL, T-SQL, Big Data, HL7
Education
George Mason University - School of Systems Biology 2013 — 2019
Doctor of Philosophy (Ph.D.), Bioinformatics and Computational Biology
Strayer University 2005 — 2007
Masters, Computer Information Systems - Software Engineering Management
Strayer University 2003 — 2005
Bachelors, Computer Information Systems - Programming
Lilli Morse Lilli Morse's Wachovia Experience January 2008 - October 2008
Job Client Care Specialist at Quicken Loans/ One Reverse Mortgage
Industry Financial Services
Experience
Quicken Loans/ One Reverse Mortgage April 2015 - Present
Quicken Loans/ One Reverse Mortgage April 2015 - Present
County of San Diego June 2014 - January 2015
Bank of America (contract) February 2012 - February 2013
Clayton Holdings August 2010 - December 2010
JPMorgan Chase November 2008 - June 2010
Wachovia January 2008 - October 2008
National City Mortgage July 2006 - January 2008
Skills
Mortgage Lending, Loans, FHA, Underwriting, Management, Training, Portfolio Management, Marketing, Account Management, Loss Mitigation, Negotiation, Insurance, Customer Service, Leadership, Finance, Team Building, Mortgage Banking
Education
St. Petersburg College 2012 — 2013
Certificate, Marketing, 3.25
University of South Florida 1995 — 1997
B.A., Mass Communications/Visual Arts, 3.28
Quicken Loans/ One Reverse Mortgage April 2015 - Present
Quicken Loans/ One Reverse Mortgage April 2015 - Present
County of San Diego June 2014 - January 2015
Bank of America (contract) February 2012 - February 2013
Clayton Holdings August 2010 - December 2010
JPMorgan Chase November 2008 - June 2010
Wachovia January 2008 - October 2008
National City Mortgage July 2006 - January 2008
Skills
Mortgage Lending, Loans, FHA, Underwriting, Management, Training, Portfolio Management, Marketing, Account Management, Loss Mitigation, Negotiation, Insurance, Customer Service, Leadership, Finance, Team Building, Mortgage Banking
Education
St. Petersburg College 2012 — 2013
Certificate, Marketing, 3.25
University of South Florida 1995 — 1997
B.A., Mass Communications/Visual Arts, 3.28
judy anderson judy anderson's Wachovia Experience April 2005 - October 2008
Job Manager of Annual Giving at The Florida Aquarium
Industry Banking
Experience
The Florida Aquarium February 2009 - Present
Wachovia April 2005 - October 2008
SouthTrust (to Wachovia in 2005) February 1998 - March 2005
Barnett Bank 1987 - 1998
Burdines 1981 - 1992
Burdines 1981 - 1992
Burdines 1981 - 1992
Skills
Fundraising, Nonprofits, Strategic Planning, Non-profits, Budgets, Community Development, Management, Team Building, Event Planning, Community Outreach, Event Management, Grants, Volunteer Management, Leadership, Marketing Communications, Business Development, Philanthropy, Marketing, Research, Organizational..., community relations, Employee Engagement, Human Resources, Training and Development
Education
St. Pete College 2009 — 2016
Bachelor's Organizational Management and Leadership, currently a senior
St. Petersburg College 1979 — 1981
associates, Marketing
The Florida Aquarium February 2009 - Present
Wachovia April 2005 - October 2008
SouthTrust (to Wachovia in 2005) February 1998 - March 2005
Barnett Bank 1987 - 1998
Burdines 1981 - 1992
Burdines 1981 - 1992
Burdines 1981 - 1992
Skills
Fundraising, Nonprofits, Strategic Planning, Non-profits, Budgets, Community Development, Management, Team Building, Event Planning, Community Outreach, Event Management, Grants, Volunteer Management, Leadership, Marketing Communications, Business Development, Philanthropy, Marketing, Research, Organizational..., community relations, Employee Engagement, Human Resources, Training and Development
Education
St. Pete College 2009 — 2016
Bachelor's Organizational Management and Leadership, currently a senior
St. Petersburg College 1979 — 1981
associates, Marketing
Mark Dudley's Wachovia Experience August 2003 - July 2007
Job Learning Manager at Xerox
Industry Professional Training & Coaching
Experience
Xerox Learning Services April 2011 - Present
Xerox July 2013 - March 2014
Wells Fargo September 2009 - December 2010
Wachovia, A Wells Fargo Company April 2009 - August 2009
Wachovia (a Wells Fargo Company) July 2007 - August 2009
Wachovia August 2003 - July 2007
Mark D Dudley - Performance Consulting May 1997 - August 2003
Bank of America October 1995 - May 1997
Skills
Instructional Design, Performance Consulting, Coaching, Performance Improvement, Requirements Analysis, Learning Leadership, Leadership, Leadership Development, ADDIE, Blended Learning, Learning Evaluation, Educational Evaluations, Workshop Facilitation, Instructor-led Training, Needs Analysis, Captivate, Learning Management, Learning Management..., Training Delivery, Training, E-Learning, Knowledge Management, Employee Training, Project Management, Team Building, Organizational..., Technical Training, Adult Education, Program Management, Organizational..., Human Resources, Consulting, Management, Curriculum Design, Onboarding, Strategy, Performance Management, Career Development, Talent Management, Staff Development, Employee Engagement
Education
Southwestern Baptist Theological Seminary 1987 — 1990
MA
The University of Texas at Austin - Red McCombs School of Business 1981 — 1985
BBA
The University of Texas at Austin 1981 — 1985
Bachelor of Business Administration (BBA)
Southwestern Baptist Theological Seminary 1987 — 1990
MDIV
Xerox Learning Services April 2011 - Present
Xerox July 2013 - March 2014
Wells Fargo September 2009 - December 2010
Wachovia, A Wells Fargo Company April 2009 - August 2009
Wachovia (a Wells Fargo Company) July 2007 - August 2009
Wachovia August 2003 - July 2007
Mark D Dudley - Performance Consulting May 1997 - August 2003
Bank of America October 1995 - May 1997
Skills
Instructional Design, Performance Consulting, Coaching, Performance Improvement, Requirements Analysis, Learning Leadership, Leadership, Leadership Development, ADDIE, Blended Learning, Learning Evaluation, Educational Evaluations, Workshop Facilitation, Instructor-led Training, Needs Analysis, Captivate, Learning Management, Learning Management..., Training Delivery, Training, E-Learning, Knowledge Management, Employee Training, Project Management, Team Building, Organizational..., Technical Training, Adult Education, Program Management, Organizational..., Human Resources, Consulting, Management, Curriculum Design, Onboarding, Strategy, Performance Management, Career Development, Talent Management, Staff Development, Employee Engagement
Education
Southwestern Baptist Theological Seminary 1987 — 1990
MA
The University of Texas at Austin - Red McCombs School of Business 1981 — 1985
BBA
The University of Texas at Austin 1981 — 1985
Bachelor of Business Administration (BBA)
Southwestern Baptist Theological Seminary 1987 — 1990
MDIV
Julie Syamken Julie Syamken's Wachovia Experience February 2009 - March 2009
Job Business Analyst at Citigroup
Industry Information Technology and Services
Experience
Citigroup March 2009 - Present
Wachovia February 2009 - March 2009
Anheuser-Busch October 2008 - December 2008
Citigroup July 2008 - October 2008
Enterprise Rent-A-Car June 2004 - July 2008
C2 Communications, Inc. April 1998 - June 2004
Education
St. Louis Community College 1991 — 1993
Music Education
Citigroup March 2009 - Present
Wachovia February 2009 - March 2009
Anheuser-Busch October 2008 - December 2008
Citigroup July 2008 - October 2008
Enterprise Rent-A-Car June 2004 - July 2008
C2 Communications, Inc. April 1998 - June 2004
Education
St. Louis Community College 1991 — 1993
Music Education
Peter Wolcott's Wachovia Experience April 2007 - July 2007
Job Manager, Talent Acquisition at TIAACREF
Industry Staffing and Recruiting
Experience
TIAA-CREF September 2014 - Present
TIAA-CREF October 2013 - September 2014
Select Staffing November 2011 - November 2012
TIAA-CREF June 2011 - November 2011
Gupton Marrs International April 2010 - March 2011
Wells Fargo April 2006 - December 2009
Wachovia April 2007 - July 2007
Wachovia May 2004 - April 2006
Wachovia December 2003 - May 2004
Dialog Telecommunications July 2002 - August 2003
Skills
Recruiting, Financial Services, Finance, Marketing, Talent Acquisition, Executive Search, Human Resources, Talent Management, Applicant Tracking..., Sourcing, Business Development, Key Account Management, Team Leadership, Candidate Generation, Behavioral Interviewing, Vendor Management, Mergers & Acquisitions, Management, Temporary Placement, Interviews, Strategy, Training, Leadership, Cold Calling, Onboarding, Temporary Staffing, Start-ups, CRM, Consulting, Sales, New Business Development, Management Consulting, Risk Management, Deferred Compensation, Networking, Project Management, Internet Recruiting
Education
St. Lawrence University 1984 — 1988
BA
Kent School 1981 — 1984
High School
TIAA-CREF September 2014 - Present
TIAA-CREF October 2013 - September 2014
Select Staffing November 2011 - November 2012
TIAA-CREF June 2011 - November 2011
Gupton Marrs International April 2010 - March 2011
Wells Fargo April 2006 - December 2009
Wachovia April 2007 - July 2007
Wachovia May 2004 - April 2006
Wachovia December 2003 - May 2004
Dialog Telecommunications July 2002 - August 2003
Skills
Recruiting, Financial Services, Finance, Marketing, Talent Acquisition, Executive Search, Human Resources, Talent Management, Applicant Tracking..., Sourcing, Business Development, Key Account Management, Team Leadership, Candidate Generation, Behavioral Interviewing, Vendor Management, Mergers & Acquisitions, Management, Temporary Placement, Interviews, Strategy, Training, Leadership, Cold Calling, Onboarding, Temporary Staffing, Start-ups, CRM, Consulting, Sales, New Business Development, Management Consulting, Risk Management, Deferred Compensation, Networking, Project Management, Internet Recruiting
Education
St. Lawrence University 1984 — 1988
BA
Kent School 1981 — 1984
High School
Gregg Pasternak, CFP®'s Wachovia Experience October 2001 - February 2009
Job Resolutions and Closing Manager
Industry Financial Services
Experience
FDIC July 2010 - Present
Wachovia October 2001 - February 2009
Education
Stetson University 2005 — 2007
Executive MBA
Stetson University 1982 — 1985
BBA, Management
FDIC July 2010 - Present
Wachovia October 2001 - February 2009
Education
Stetson University 2005 — 2007
Executive MBA
Stetson University 1982 — 1985
BBA, Management
Debra Chadick's Wachovia Experience January 2007 - November 2008
Job State Certified Residential Real Estate Appraiser
Industry Real Estate
Experience
TSI Appraisal August 2010 - Present
Chadick Appraisal Company November 2008 - August 2010
Wachovia January 2007 - November 2008
World Savings September 2004 - December 2006
Debra Chadick Appraisals June 2003 - August 2004
Sunbelt Real Estate Appraisers April 1998 - May 2003
Skills
Appraisals, Residential Homes, FHA, Investment Properties, Property, REO, Valuation, Real Estate Transactions, Referrals, Mortgage Lending, Foreclosures, Real Estate, Short Sales, Single Family Homes, Investors, Real Property, Condos, Sellers, New Home Sales, Listings, Real Estate Economics, HUD, FHA financing, Refinance, Loans, Regression Analysis, Residential Mortgages, Customer Satisfaction
Education
St. Petersburg College
Business
TSI Appraisal August 2010 - Present
Chadick Appraisal Company November 2008 - August 2010
Wachovia January 2007 - November 2008
World Savings September 2004 - December 2006
Debra Chadick Appraisals June 2003 - August 2004
Sunbelt Real Estate Appraisers April 1998 - May 2003
Skills
Appraisals, Residential Homes, FHA, Investment Properties, Property, REO, Valuation, Real Estate Transactions, Referrals, Mortgage Lending, Foreclosures, Real Estate, Short Sales, Single Family Homes, Investors, Real Property, Condos, Sellers, New Home Sales, Listings, Real Estate Economics, HUD, FHA financing, Refinance, Loans, Regression Analysis, Residential Mortgages, Customer Satisfaction
Education
St. Petersburg College
Business
Justin Di Giorgi's Wachovia Experience July 2006 - February 2008
Job State Recruiting Coordinator at Aflac NY
Industry Insurance
Experience
Aflac NY January 2009 - Present
Jobfox February 2008 - November 2009
Wachovia July 2006 - February 2008
JobExpo January 2000 - June 2006
Skills
Salesforce.com, Management, Sales, Training, Social Media Marketing, Selling, Customer Service, Marketing, Insurance, Negotiation, B2B, Social Media, Leadership, Employee Benefits, Recruiting, Account Management, Team Building, Cold Calling, Strategic Planning, Health Insurance, Sales Management
Education
State University of New York at Stony Brook 1988 — 1990
Bachelor of Science, Psychology
Stony Brook University 1988 — 1990
Bachelor of Applied Science (B.A.Sc.), Psychology
Aflac NY January 2009 - Present
Jobfox February 2008 - November 2009
Wachovia July 2006 - February 2008
JobExpo January 2000 - June 2006
Skills
Salesforce.com, Management, Sales, Training, Social Media Marketing, Selling, Customer Service, Marketing, Insurance, Negotiation, B2B, Social Media, Leadership, Employee Benefits, Recruiting, Account Management, Team Building, Cold Calling, Strategic Planning, Health Insurance, Sales Management
Education
State University of New York at Stony Brook 1988 — 1990
Bachelor of Science, Psychology
Stony Brook University 1988 — 1990
Bachelor of Applied Science (B.A.Sc.), Psychology
Aimee Mosley Aimee Mosley's Wachovia Experience July 2006 - September 2007
Job Financial Crimes at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2012 - Present
Wells Fargo July 2011 - December 2012
Wells Fargo September 2007 - July 2011
Wachovia July 2006 - September 2007
Education
North Ridegville
Strayer University
Bachelor of Business Administration (B.B.A.)
Wells Fargo December 2012 - Present
Wells Fargo July 2011 - December 2012
Wells Fargo September 2007 - July 2011
Wachovia July 2006 - September 2007
Education
North Ridegville
Strayer University
Bachelor of Business Administration (B.B.A.)
Solgriseth Matos Solgriseth Matos's Wachovia Experience March 2010 - July 2010
Job Officer: Business Control Specialist AML
Industry Banking
Experience
Bank of America 2015 - Present
Bank of America July 2013 - February 2015
Bank of America April 2011 - July 2013
Bank of America July 2010 - April 2011
Wachovia March 2010 - July 2010
Alltel/Verizon Wireless February 2006 - March 2010
Skills
Event Management, Front-Desk Reception, Photographer, Administrator, Sales, Customer Service, Financial Services, Banking, Customer Satisfaction, Credit, Risk Management, Leadership, Finance, Receptionist Duties
Education
Art Institute of Fort Lauderdale 2001 — 2003
Associate of Science, Graphic design
Southern New Hampshire University
Bachelor of Science (BS), Finance, General
Bank of America 2015 - Present
Bank of America July 2013 - February 2015
Bank of America April 2011 - July 2013
Bank of America July 2010 - April 2011
Wachovia March 2010 - July 2010
Alltel/Verizon Wireless February 2006 - March 2010
Skills
Event Management, Front-Desk Reception, Photographer, Administrator, Sales, Customer Service, Financial Services, Banking, Customer Satisfaction, Credit, Risk Management, Leadership, Finance, Receptionist Duties
Education
Art Institute of Fort Lauderdale 2001 — 2003
Associate of Science, Graphic design
Southern New Hampshire University
Bachelor of Science (BS), Finance, General
Steven Carretta Steven Carretta's Wachovia Experience October 2004 - October 2008
Job Associate Director SS&C GlobeOp Financial Services
Industry Investment Management
Experience
SS&C GlobeOp Financial Services March 2011 - Present
Titan Capital Group October 2008 - February 2011
Wachovia October 2004 - October 2008
Lehman Brothers 2003 - 2004
UBS Investment Bank 2000 - 2003
Skills
Capital Markets, Derivatives, Fixed Income, Securities, Hedge Funds, Equities, Alternative Investments, Portfolio Management, Bloomberg, Trading, Middle Office, Investment Banking, Equity Derivatives, Options, Credit Derivatives, Back Office, FX Options, Prime Brokerage, Settlement, Bonds, Structured Products
Education
Stony Brook University 1992 — 1996
SS&C GlobeOp Financial Services March 2011 - Present
Titan Capital Group October 2008 - February 2011
Wachovia October 2004 - October 2008
Lehman Brothers 2003 - 2004
UBS Investment Bank 2000 - 2003
Skills
Capital Markets, Derivatives, Fixed Income, Securities, Hedge Funds, Equities, Alternative Investments, Portfolio Management, Bloomberg, Trading, Middle Office, Investment Banking, Equity Derivatives, Options, Credit Derivatives, Back Office, FX Options, Prime Brokerage, Settlement, Bonds, Structured Products
Education
Stony Brook University 1992 — 1996
Cher Tuskey Cher Tuskey's Wachovia Experience June 2008 - April 2009
Job Manager at IBM, Seterus
Industry Financial Services
Experience
IBM Seterus August 2010 - Present
Stained Glass Works 1995 - Present
Wells Fargo May 2009 - September 2009
Wachovia June 2008 - April 2009
Wachovia September 2006 - December 2007
Maverick Funding Inc September 2003 - September 2006
HAHT Commerce October 2000 - August 2001
Blue Cross and Blue Shield of North Carolina May 1994 - October 2000
Blue Cross and Blue Shield of North Carolina May 1991 - May 1994
UTC Carrier October 1986 - April 1991
Skills
Business Analysis, Customer Service, Quality Assurance, Product Development, Interpersonal..., Product Launch, Process Improvement, Mortgage Lending, Vendor Management, Risk Management, Banking, Mortgage Banking, Insurance, Visio, Project Management, Business Requirements, SDLC, Strategic Planning, Requirements Analysis, User Acceptance Testing, Interpersonal..., Management, Program Management
Education
State University of New York Empire State College 1983 — 1987
BS, Computer Science & Business Administration
State University of New York at Canton
AAS, Medical Laboratory Technology
Syracuse University
Certificate, Business Information Systems
IBM Seterus August 2010 - Present
Stained Glass Works 1995 - Present
Wells Fargo May 2009 - September 2009
Wachovia June 2008 - April 2009
Wachovia September 2006 - December 2007
Maverick Funding Inc September 2003 - September 2006
HAHT Commerce October 2000 - August 2001
Blue Cross and Blue Shield of North Carolina May 1994 - October 2000
Blue Cross and Blue Shield of North Carolina May 1991 - May 1994
UTC Carrier October 1986 - April 1991
Skills
Business Analysis, Customer Service, Quality Assurance, Product Development, Interpersonal..., Product Launch, Process Improvement, Mortgage Lending, Vendor Management, Risk Management, Banking, Mortgage Banking, Insurance, Visio, Project Management, Business Requirements, SDLC, Strategic Planning, Requirements Analysis, User Acceptance Testing, Interpersonal..., Management, Program Management
Education
State University of New York Empire State College 1983 — 1987
BS, Computer Science & Business Administration
State University of New York at Canton
AAS, Medical Laboratory Technology
Syracuse University
Certificate, Business Information Systems
Arthur Pike Arthur Pike's Wachovia Experience April 2000 - October 2008
Job Administrator at River City Home Care
Industry Hospital & Health Care
Experience
River City Home Care January 2009 - Present
Wachovia April 2000 - October 2008
Wachovia October 1999 - October 2001
World Savings 1996 - 2000
Skills
Sales, Business Development, Mortgage Lending, Marketing
Education
The University of Texas at San Antonio 1992 — 1995
B.A., Industrial Psychology
St. Mary's University 1991 — 1992
Biology/Biological Sciences, General
River City Home Care January 2009 - Present
Wachovia April 2000 - October 2008
Wachovia October 1999 - October 2001
World Savings 1996 - 2000
Skills
Sales, Business Development, Mortgage Lending, Marketing
Education
The University of Texas at San Antonio 1992 — 1995
B.A., Industrial Psychology
St. Mary's University 1991 — 1992
Biology/Biological Sciences, General
David Lorick's Wachovia Experience August 2008 - July 2010
Job Accountant/Fiscal Analyst II at SC Department of Employment and Workforce
Industry Accounting
Experience
SC Department of Employment and Workforce August 2014 - Present
South Carolina Department Of Employment and Workforce August 2014 - Present
SC Retirement Systems July 2010 - August 2014
Wachovia August 2008 - July 2010
Walgreens May 2007 - April 2008
Skills
Financial Analysis, Accounting, Credit, Banking, Financial Reporting, Strategic Financial..., Auditing, Financial Modeling, Accounts Payable, Account Reconciliation, Accounts Receivable, Finance, Financial Statements, Cash Flow, Microsoft Excel, Teamwork
Education
Southern New Hampshire University 2012 — 2014
Master's degree, Accounting
Winthrop University 2003 — 2007
Bachelor of Science (BSc), Management
SC Department of Employment and Workforce August 2014 - Present
South Carolina Department Of Employment and Workforce August 2014 - Present
SC Retirement Systems July 2010 - August 2014
Wachovia August 2008 - July 2010
Walgreens May 2007 - April 2008
Skills
Financial Analysis, Accounting, Credit, Banking, Financial Reporting, Strategic Financial..., Auditing, Financial Modeling, Accounts Payable, Account Reconciliation, Accounts Receivable, Finance, Financial Statements, Cash Flow, Microsoft Excel, Teamwork
Education
Southern New Hampshire University 2012 — 2014
Master's degree, Accounting
Winthrop University 2003 — 2007
Bachelor of Science (BSc), Management
Jennifer DiPaola Jennifer DiPaola's Wachovia Experience August 2006 - March 2009
Job Talent Acquisition Manager
Industry Human Resources
Experience
CPI Security 2013 - Present
Swisher Hygiene November 2011 - January 2013
ServiceMaster March 2009 - November 2011
Wachovia August 2006 - March 2009
Bank of America 2004 - 2006
Ajilon 2001 - 2004
Randstad 1997 - 2001
Skills
Cold Calling, Talent Management, Technical Recruiting, Employee Relations, Customer Retention, Temporary Placement, College Recruiting, PeopleSoft, Sales Process, Account Management, Deferred Compensation
Education
State University of New York College at Plattsburgh 1990 — 1994
BS, Psychology
CPI Security 2013 - Present
Swisher Hygiene November 2011 - January 2013
ServiceMaster March 2009 - November 2011
Wachovia August 2006 - March 2009
Bank of America 2004 - 2006
Ajilon 2001 - 2004
Randstad 1997 - 2001
Skills
Cold Calling, Talent Management, Technical Recruiting, Employee Relations, Customer Retention, Temporary Placement, College Recruiting, PeopleSoft, Sales Process, Account Management, Deferred Compensation
Education
State University of New York College at Plattsburgh 1990 — 1994
BS, Psychology
Bernard Narine's Wachovia Experience August 2004 - September 2006
Job Managing Director/U.S. Head Institute For Learning at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank January 2015 - Present
BMO Harris Bank October 2013 - Present
Citizens Bank January 2011 - September 2013
Wachovia, A Wells Fargo Company October 2006 - January 2011
Wachovia August 2004 - September 2006
Skills
Banking, Retail Banking, Commercial Banking, Wealth Management, Coaching, Financial Services, Performance Management, Leadership, Credit, Strategy, Finance, Sales, Management, Strategic Planning, Executive Management, Recruiting, Team Building, Commercial Lending, Small Business Lending, Investments, Consumer Lending
Education
University of Phoenix 1999 — 2002
Masters Degree, Organizational Management (MAOM)
Strayer University 1994 — 1998
Bachelor of Science, Business Administration (BSBA)
BMO Harris Bank January 2015 - Present
BMO Harris Bank October 2013 - Present
Citizens Bank January 2011 - September 2013
Wachovia, A Wells Fargo Company October 2006 - January 2011
Wachovia August 2004 - September 2006
Skills
Banking, Retail Banking, Commercial Banking, Wealth Management, Coaching, Financial Services, Performance Management, Leadership, Credit, Strategy, Finance, Sales, Management, Strategic Planning, Executive Management, Recruiting, Team Building, Commercial Lending, Small Business Lending, Investments, Consumer Lending
Education
University of Phoenix 1999 — 2002
Masters Degree, Organizational Management (MAOM)
Strayer University 1994 — 1998
Bachelor of Science, Business Administration (BSBA)
Donna Peele-Mattison, PMP's Wachovia Experience February 2004 - August 2008
Job
Industry Education Management
Experience
Ashford University 2009 - Present
Bank of America 2009 - Present
Wells Fargo September 2008 - October 2009
Wachovia February 2004 - August 2008
Wachovia May 2003 - December 2003
Gateway August 1998 - July 2002
Education
The George Washington University 2001 — 2003
MA, Human Resource Development
Strome College of Business 1993 — 1996
BS, Business Management
Ashford University 2009 - Present
Bank of America 2009 - Present
Wells Fargo September 2008 - October 2009
Wachovia February 2004 - August 2008
Wachovia May 2003 - December 2003
Gateway August 1998 - July 2002
Education
The George Washington University 2001 — 2003
MA, Human Resource Development
Strome College of Business 1993 — 1996
BS, Business Management
Jessie DeThomasis Jessie DeThomasis's Wachovia Experience July 2007 - January 2008
Job Owner at Performance Training Systems
Industry Health, Wellness and Fitness
Experience
Performance Training Systems (PTS) September 2011 - Present
Merrill Lynch January 2008 - September 2011
Wachovia July 2007 - January 2008
Skills
Strength Training, Personal Training, Sports Nutrition, Speed Training, Nutritional Counseling, Stretching, Fitness, Nutrition, Exercise Physiology
Education
SUNY Cortland 2003 — 2007
Bachelor of Science (BS), Economics
Performance Training Systems (PTS) September 2011 - Present
Merrill Lynch January 2008 - September 2011
Wachovia July 2007 - January 2008
Skills
Strength Training, Personal Training, Sports Nutrition, Speed Training, Nutritional Counseling, Stretching, Fitness, Nutrition, Exercise Physiology
Education
SUNY Cortland 2003 — 2007
Bachelor of Science (BS), Economics
JeNeena Greer, PMP, CBAP JeNeena Greer, PMP, CBAP's Wachovia Experience February 2001 - December 2002
Job Senior Business Analyst
Industry Information Technology and Services
Experience
Duke Clinical Research Institute August 2011 - Present
AT&T Hosting and Application Services March 2011 - July 2011
NC AOC September 2006 - February 2011
North Carolina Department of Public Instruction October 2005 - September 2006
NC AOC July 2004 - October 2005
Wachovia February 2001 - December 2002
Compuware February 2001 - April 2001
Sea-Land Services July 1999 - March 2000
American Management Systems June 1996 - July 1999
Skills
Visio, Business Analysis, Requirements Analysis, SDLC, Requirements Gathering, Software Documentation, Project Management, Vendor Management, Agile Methodologies, PMP, Business Requirements, Process Improvement, Quality Assurance, SharePoint, Analysis
Education
Spelman College
Bachelor of Science Degree, Computer Science
University of North Carolina
Master of Science Degree, Information Science
Duke Clinical Research Institute August 2011 - Present
AT&T Hosting and Application Services March 2011 - July 2011
NC AOC September 2006 - February 2011
North Carolina Department of Public Instruction October 2005 - September 2006
NC AOC July 2004 - October 2005
Wachovia February 2001 - December 2002
Compuware February 2001 - April 2001
Sea-Land Services July 1999 - March 2000
American Management Systems June 1996 - July 1999
Skills
Visio, Business Analysis, Requirements Analysis, SDLC, Requirements Gathering, Software Documentation, Project Management, Vendor Management, Agile Methodologies, PMP, Business Requirements, Process Improvement, Quality Assurance, SharePoint, Analysis
Education
Spelman College
Bachelor of Science Degree, Computer Science
University of North Carolina
Master of Science Degree, Information Science
Brent Schneider, CIMA, CMFC, AAMS's Wachovia Experience 1995 - 2003
Job Level II CFA Candidate
Industry Financial Services
Experience
New Type Customs January 2013 - Present
Alternative Wealth Group September 2011 - January 2013
Next Financial February 2009 - March 2010
Metlife July 2007 - July 2008
Jennison Associates LLC 2003 - 2007
Wachovia 1995 - 2003
Wachovia securities 1995 - 2003
First Union Securities November 1998 - February 2002
Evergreen Funds July 1999 - March 2001
Everen Securites June 1995 - November 1997
Skills
Series 7, Investments, Financial Advisory, Equities, Mutual Funds, Public Speaking, Series 63, Asset Allocation, Finance, Retirement Planning, Securities, Alternative Investments, Investment Advisory, 401k, Investment Strategies, Structured Products, International Economics, Insurance, Asset Management, Wealth Management, Annuities, Financial Planning, Portfolio Management
Education
Southern Methodist University - Cox School of Business 2013 — 2014
Master of Business Administration (MBA), Finance - Strategy And Entrepreneurship
University of Pennsylvania - The Wharton School 2005 — 2006
Certified Investment Management Analyst - CIMA, Finance and Financial Management Services
University of North Texas 1991 — 1994
BBA, Investment Finance
Southern Methodist University 1987 — 1990
Finance and Financial Management Services
New Type Customs January 2013 - Present
Alternative Wealth Group September 2011 - January 2013
Next Financial February 2009 - March 2010
Metlife July 2007 - July 2008
Jennison Associates LLC 2003 - 2007
Wachovia 1995 - 2003
Wachovia securities 1995 - 2003
First Union Securities November 1998 - February 2002
Evergreen Funds July 1999 - March 2001
Everen Securites June 1995 - November 1997
Skills
Series 7, Investments, Financial Advisory, Equities, Mutual Funds, Public Speaking, Series 63, Asset Allocation, Finance, Retirement Planning, Securities, Alternative Investments, Investment Advisory, 401k, Investment Strategies, Structured Products, International Economics, Insurance, Asset Management, Wealth Management, Annuities, Financial Planning, Portfolio Management
Education
Southern Methodist University - Cox School of Business 2013 — 2014
Master of Business Administration (MBA), Finance - Strategy And Entrepreneurship
University of Pennsylvania - The Wharton School 2005 — 2006
Certified Investment Management Analyst - CIMA, Finance and Financial Management Services
University of North Texas 1991 — 1994
BBA, Investment Finance
Southern Methodist University 1987 — 1990
Finance and Financial Management Services
Rob Dietrich's Wachovia Experience July 2006 - January 2010
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network December 2009 - Present
Wachovia July 2006 - January 2010
Promove 2004 - 2006
Education
State University of New York at New Paltz 2002 — 2004
Bachelor of Arts (BA), Communication, General
West Valley College 2000 — 2002
communications
Northwestern Mutual Financial Network December 2009 - Present
Wachovia July 2006 - January 2010
Promove 2004 - 2006
Education
State University of New York at New Paltz 2002 — 2004
Bachelor of Arts (BA), Communication, General
West Valley College 2000 — 2002
communications
Vishnu Akula Vishnu Akula's Wachovia Experience September 2006 - February 2012
Job ETL Architect
Industry Information Technology and Services
Experience
General Motors June 2014 - Present
Accenture August 2012 - June 2014
Infosys February 2008 - August 2012
Wachovia September 2006 - February 2012
Wells Fargo September 2006 - February 2012
Infosys Technologies Ltd September 2006 - January 2008
Patni Computer Systems May 2004 - August 2006
GE Capital 2005 - 2006
CDAC November 2001 - April 2004
CPRI April 2001 - September 2001
Skills
Autosys, Business Objects, SQL Server, Informatica, Data Warehousing, Oracle SQL, VSS, ETL, PL/SQL, Oracle, SDLC, Microsoft SQL Server, Requirements Analysis, DB2, Unix Shell Scripting, Teradata, SOA, Solution Architecture, Data Integration, Data Modeling, Software Project..., Data Migration, Requirements Gathering, Data Warehouse..., SSRS, SSIS, Business Intelligence, Erwin, Enterprise Architecture, Unix, Shell Scripting
Education
Sri Venkateswara University 1999 — 2001
M.S., Computer Science
Sri Krishnadevaraya University 1996 — 1999
B.S., Computer Science, Maths, Physics
Govt Jr College for Boys 1994 — 1996
Intermediate, Maths, Physics, Chemistry
General Motors June 2014 - Present
Accenture August 2012 - June 2014
Infosys February 2008 - August 2012
Wachovia September 2006 - February 2012
Wells Fargo September 2006 - February 2012
Infosys Technologies Ltd September 2006 - January 2008
Patni Computer Systems May 2004 - August 2006
GE Capital 2005 - 2006
CDAC November 2001 - April 2004
CPRI April 2001 - September 2001
Skills
Autosys, Business Objects, SQL Server, Informatica, Data Warehousing, Oracle SQL, VSS, ETL, PL/SQL, Oracle, SDLC, Microsoft SQL Server, Requirements Analysis, DB2, Unix Shell Scripting, Teradata, SOA, Solution Architecture, Data Integration, Data Modeling, Software Project..., Data Migration, Requirements Gathering, Data Warehouse..., SSRS, SSIS, Business Intelligence, Erwin, Enterprise Architecture, Unix, Shell Scripting
Education
Sri Venkateswara University 1999 — 2001
M.S., Computer Science
Sri Krishnadevaraya University 1996 — 1999
B.S., Computer Science, Maths, Physics
Govt Jr College for Boys 1994 — 1996
Intermediate, Maths, Physics, Chemistry
Christopher Pardo Christopher Pardo's Wachovia Experience January 2007 - January 2008
Job Proven success delivering multimillion dollar missioncritical technology solutions for business value
Industry Financial Services
Experience
Belk May 2015 - Present
Wells Fargo July 2014 - May 2015
TIAA-CREF April 2011 - May 2014
Wells Fargo Advisors September 2009 - April 2011
Ally Financial Inc. June 2008 - June 2009
Wachovia January 2007 - January 2008
GE Capital January 2006 - December 2006
UBS 1995 - 2005
Skills
Vendor Management, Program Management, Relationship Management, Six Sigma, CMM, Emerging Technologies, SDLC, PMO, Project Portfolio..., PMP, Business Requirements, Resource Management, Financial Services, Virtual Teams, Waterfall, Integration, Project Management, Risk Management, Analysis, Strategy
Education
Susquehanna University 1991 — 1995
B.S., Finance
St. Peter's Prep 1987 — 1991
Diploma, Finance
Stevens Institute of Technology
Master of Science (M.S.), Management Information Systems, General, Not Completed
Belk May 2015 - Present
Wells Fargo July 2014 - May 2015
TIAA-CREF April 2011 - May 2014
Wells Fargo Advisors September 2009 - April 2011
Ally Financial Inc. June 2008 - June 2009
Wachovia January 2007 - January 2008
GE Capital January 2006 - December 2006
UBS 1995 - 2005
Skills
Vendor Management, Program Management, Relationship Management, Six Sigma, CMM, Emerging Technologies, SDLC, PMO, Project Portfolio..., PMP, Business Requirements, Resource Management, Financial Services, Virtual Teams, Waterfall, Integration, Project Management, Risk Management, Analysis, Strategy
Education
Susquehanna University 1991 — 1995
B.S., Finance
St. Peter's Prep 1987 — 1991
Diploma, Finance
Stevens Institute of Technology
Master of Science (M.S.), Management Information Systems, General, Not Completed
RENEE HERBERT, MBA RENEE HERBERT, MBA's Wachovia Experience June 2005 - January 2008
Job Financial Service Manager, at The CocaCola Company
Industry Food & Beverages
Experience
The Coca-Cola Company August 2012 - Present
The Coca-Cola Company January 2008 - August 2012
Wachovia June 2005 - January 2008
Skills
Collaborative, MS Project, Process Improvement, SAP, Business Analysis, Cross-functional Team..., Business Process..., Project Management, Vendor Management, Six Sigma, SAP R/3, Business Intelligence, Program Management, Forecasting, Budgets, Strategic Planning, Visio
Education
University of Phoenix 2004 — 2006
MBA, Business Administration
Southern University at New Orleans 2001 — 2004
BS, Computer Information Systems
The Coca-Cola Company August 2012 - Present
The Coca-Cola Company January 2008 - August 2012
Wachovia June 2005 - January 2008
Skills
Collaborative, MS Project, Process Improvement, SAP, Business Analysis, Cross-functional Team..., Business Process..., Project Management, Vendor Management, Six Sigma, SAP R/3, Business Intelligence, Program Management, Forecasting, Budgets, Strategic Planning, Visio
Education
University of Phoenix 2004 — 2006
MBA, Business Administration
Southern University at New Orleans 2001 — 2004
BS, Computer Information Systems
Joy Joseph's Wachovia Experience 1997 - 2001
Job
Industry Financial Services
Experience
AXA November 2012 - Present
UBS March 2007 - October 2012
UBS Financial Services Inc. 2007 - October 2012
H&R Block 2001 - 2005
H&R Block Financial Advisors 2001 - 2004
The Compliance Group May 1997 - July 2001
Wachovia 1997 - 2001
Citicorp 1995 - 1998
Prudential Financial/Chevy Chase bank 1991 - 1996
Skills
Investments, Risk Management, Wealth Management, Business Strategy, Series 7, Banking, Performance Management, Retirement Planning, Strategic Financial..., Mutual Funds, Series 63, Portfolio Management, Strategy, Program Management, Securities, Retirement, Leadership, Financial Services, Investment Advisory, Asset Managment, Asset Allocation, Financial Risk, FINRA, Insurance, Training, Hedge Funds, Financial Analysis, Leadership Development, Asset Management, Management, Bonds, Financial Advisory, Employee Training, Equities, Relationship Management, Alternative Investments, Human Resources, 401k, Fixed Income
Education
Strayer University 1995 — 1997
Masters
Licenses
AXA November 2012 - Present
UBS March 2007 - October 2012
UBS Financial Services Inc. 2007 - October 2012
H&R Block 2001 - 2005
H&R Block Financial Advisors 2001 - 2004
The Compliance Group May 1997 - July 2001
Wachovia 1997 - 2001
Citicorp 1995 - 1998
Prudential Financial/Chevy Chase bank 1991 - 1996
Skills
Investments, Risk Management, Wealth Management, Business Strategy, Series 7, Banking, Performance Management, Retirement Planning, Strategic Financial..., Mutual Funds, Series 63, Portfolio Management, Strategy, Program Management, Securities, Retirement, Leadership, Financial Services, Investment Advisory, Asset Managment, Asset Allocation, Financial Risk, FINRA, Insurance, Training, Hedge Funds, Financial Analysis, Leadership Development, Asset Management, Management, Bonds, Financial Advisory, Employee Training, Equities, Relationship Management, Alternative Investments, Human Resources, 401k, Fixed Income
Education
Strayer University 1995 — 1997
Masters
Licenses
Steve Buddie's Wachovia Experience June 2005 - December 2007
Job
Industry Recreational Facilities and Services
Experience
Decathlon Sports Club January 2010 - Present
Quintiles January 2008 - December 2009
Wachovia June 2005 - December 2007
Stanford University September 1998 - June 2005
Walt Disney Feature Animation 1996 - 1997
Skills
Social Media, Leadership, Marketing, Public Speaking, Sales, Strategic Planning, Team Building, Sports, Coaching, Event Management, Event Planning
Education
Stanford University 1987 — 1991
Bachelor's, Communications
Decathlon Sports Club January 2010 - Present
Quintiles January 2008 - December 2009
Wachovia June 2005 - December 2007
Stanford University September 1998 - June 2005
Walt Disney Feature Animation 1996 - 1997
Skills
Social Media, Leadership, Marketing, Public Speaking, Sales, Strategic Planning, Team Building, Sports, Coaching, Event Management, Event Planning
Education
Stanford University 1987 — 1991
Bachelor's, Communications
Wallace Vernard Pope, PMP's Wachovia Experience 2006 - Present
Job Project Manager
Industry Information Technology and Services
Experience
Wachovia 2006 - Present
WINGATE LABS dba P.E.I May 2001 - Present
WINGATE LABS INC. January 1999 - Present
Education
St. Mary's University 1999 — 2001
MS, Software Engineering
University of Incarnate Word 1991 — 1994
BBA, International Business & Information Systems
Wachovia 2006 - Present
WINGATE LABS dba P.E.I May 2001 - Present
WINGATE LABS INC. January 1999 - Present
Education
St. Mary's University 1999 — 2001
MS, Software Engineering
University of Incarnate Word 1991 — 1994
BBA, International Business & Information Systems
Chip Cavanaugh's Wachovia Experience November 2007 - May 2009
Job Jr. Business Banker
Industry Banking
Experience
Wachovia November 2007 - May 2009
greenspoint club 1991 - 2009
Greenspoint Club - Club Corp of America September 2004 - May 2007
Education
St. Edward's University 2000 — 2004
Strake Jesuit College Prep. 1996 — 2000
Wachovia November 2007 - May 2009
greenspoint club 1991 - 2009
Greenspoint Club - Club Corp of America September 2004 - May 2007
Education
St. Edward's University 2000 — 2004
Strake Jesuit College Prep. 1996 — 2000
Albert Viljoen's Wachovia Experience 2005 - 2006
Job Solutions Architect at Avanade
Industry Information Technology and Services
Experience
Avanade June 2008 - Present
Carolinas Healthcare System December 2007 - May 2008
Bank of America June 2007 - November 2007
Premier, Inc. 2006 - 2007
Wachovia 2005 - 2006
Coats 1999 - 2006
Obtiq Professional Services April 1994 - October 1999
Skills
Data Warehousing, Data Modeling, ETL, Business Intelligence, SDLC, SSRS, SSIS, Data Warehouse..., Business Objects, Business Analysis, Dimensional Modeling, Microsoft SQL Server, OLAP, Requirements Analysis, Business Intelligence..., SharePoint, SQL, T-SQL, Oracle, Software Project..., Agile Methodologies, Solution Architecture, Visio, Databases, Project Management, Enterprise Architecture, Database Design, Requirements Gathering
Education
Strayer University-North Carolina 2011 — 2014
Bachelor of Science (BS), Information Systems, Summa Cum Lauda
Avanade June 2008 - Present
Carolinas Healthcare System December 2007 - May 2008
Bank of America June 2007 - November 2007
Premier, Inc. 2006 - 2007
Wachovia 2005 - 2006
Coats 1999 - 2006
Obtiq Professional Services April 1994 - October 1999
Skills
Data Warehousing, Data Modeling, ETL, Business Intelligence, SDLC, SSRS, SSIS, Data Warehouse..., Business Objects, Business Analysis, Dimensional Modeling, Microsoft SQL Server, OLAP, Requirements Analysis, Business Intelligence..., SharePoint, SQL, T-SQL, Oracle, Software Project..., Agile Methodologies, Solution Architecture, Visio, Databases, Project Management, Enterprise Architecture, Database Design, Requirements Gathering
Education
Strayer University-North Carolina 2011 — 2014
Bachelor of Science (BS), Information Systems, Summa Cum Lauda
Al Zerm's Wachovia Experience May 2006 - May 2008
Job Enterprise Developer at Wellmed Medical Management
Industry Hospital & Health Care
Experience
Wellmed Medical Management May 2008 - Present
Wachovia May 2006 - May 2008
Y&L Consulting September 2005 - May 2006
Somerset ISD July 2001 - September 2005
Y&L Consulting August 2000 - July 2001
Hearst August 1999 - August 2000
N/A January 1992 - August 1999
Skills
T-SQL, C#, Perl, SSIS, ETL, C++, Java, iOS development, Data Modeling, JavaScript, Database Design, Integration, Web Applications, Visual Basic, Web Services, HTML, Agile Methodologies, SDLC, Microsoft SQL Server, Enterprise Software, SQL, Software Engineering, Requirements Analysis, Oracle, SharePoint, .NET, Process Improvement, Enterprise Architecture, Databases, Windows Server, SOA, XML, VB.NET, Vendor Management, Visio, SSRS, IIS, Software Project..., iOS Development, Business Process, Data Warehousing, Access, Business Intelligence, Security, PL/SQL, Requirements Gathering, Business Analysis
Education
St. Mary's University 1989 — 1991
Master of Science (MS), Computer Information Systems
Wellmed Medical Management May 2008 - Present
Wachovia May 2006 - May 2008
Y&L Consulting September 2005 - May 2006
Somerset ISD July 2001 - September 2005
Y&L Consulting August 2000 - July 2001
Hearst August 1999 - August 2000
N/A January 1992 - August 1999
Skills
T-SQL, C#, Perl, SSIS, ETL, C++, Java, iOS development, Data Modeling, JavaScript, Database Design, Integration, Web Applications, Visual Basic, Web Services, HTML, Agile Methodologies, SDLC, Microsoft SQL Server, Enterprise Software, SQL, Software Engineering, Requirements Analysis, Oracle, SharePoint, .NET, Process Improvement, Enterprise Architecture, Databases, Windows Server, SOA, XML, VB.NET, Vendor Management, Visio, SSRS, IIS, Software Project..., iOS Development, Business Process, Data Warehousing, Access, Business Intelligence, Security, PL/SQL, Requirements Gathering, Business Analysis
Education
St. Mary's University 1989 — 1991
Master of Science (MS), Computer Information Systems
Cicely Johnson, CRCM's Wachovia Experience July 2008 - December 2009
Job Compliance Consultant, Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2014 - Present
Bank of America May 2012 - April 2014
JPMorgan Chase January 2011 - May 2012
JPMorgan Chase December 2009 - January 2011
Wachovia July 2008 - December 2009
MDC Holdings, Inc. June 2006 - June 2008
Home Discovery/Key America Title June 2005 - May 2006
Skills
Real Estate, Legal Compliance, Vendor Management, Project Implementation, Staff Training, Leadership Development, Strategic Planning, Risk, Mortgage Banking, Contract Management, Sales, Risk Management, Financial Risk, Analysis, Mortgage Lending, Leadership, Policy, Process Improvement, Consumer Lending, Management, Cross-functional Team..., Executive Management, AML, Strategy, Litigation, Mergers & Acquisitions, Real Estate Transactions, Foreclosures, Auditing, Mortgage Servicing, Default, Banking, Portfolio Management, Training, Financial Services, Contract Negotiation, Project Management, Program Management, Credit Analysis, Finance, Risk Assessment, Loss Mitigation, Six Sigma, Internal Audit, Loan Servicing, Corporate Governance, Residential Mortgages, Customer Service, Due Diligence
Education
St. Mary's University School of Law 1996 — 1999
Juris Doctorate, Law
University of North Carolina at Chapel Hill 1991 — 1995
Bachelor of Arts, Political Science
Wells Fargo April 2014 - Present
Bank of America May 2012 - April 2014
JPMorgan Chase January 2011 - May 2012
JPMorgan Chase December 2009 - January 2011
Wachovia July 2008 - December 2009
MDC Holdings, Inc. June 2006 - June 2008
Home Discovery/Key America Title June 2005 - May 2006
Skills
Real Estate, Legal Compliance, Vendor Management, Project Implementation, Staff Training, Leadership Development, Strategic Planning, Risk, Mortgage Banking, Contract Management, Sales, Risk Management, Financial Risk, Analysis, Mortgage Lending, Leadership, Policy, Process Improvement, Consumer Lending, Management, Cross-functional Team..., Executive Management, AML, Strategy, Litigation, Mergers & Acquisitions, Real Estate Transactions, Foreclosures, Auditing, Mortgage Servicing, Default, Banking, Portfolio Management, Training, Financial Services, Contract Negotiation, Project Management, Program Management, Credit Analysis, Finance, Risk Assessment, Loss Mitigation, Six Sigma, Internal Audit, Loan Servicing, Corporate Governance, Residential Mortgages, Customer Service, Due Diligence
Education
St. Mary's University School of Law 1996 — 1999
Juris Doctorate, Law
University of North Carolina at Chapel Hill 1991 — 1995
Bachelor of Arts, Political Science
Joe Mauceli's Wachovia Experience June 2005 - August 2010
Job Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2014 - Present
Mortgage Unlimited January 2014 - August 2014
Residential Home Funding May 2013 - January 2014
HSBC August 2010 - February 2013
Wachovia June 2005 - August 2010
Strategies for Wealth Creation & Protection June 2003 - June 2005
New York Life October 1996 - June 2003
Skills
Risk Management, Fixed Income, Mutual Funds, Finance, Investments, Due Diligence, Loans, Refinance, Insurance, Mortgage Lending, Series 7, Equities, Portfolio Management, Banking, Real Estate, Wealth Management
Education
Stevens Institute of Technology 1990 — 1995
BE, Mechanical Engineering
Wells Fargo August 2014 - Present
Mortgage Unlimited January 2014 - August 2014
Residential Home Funding May 2013 - January 2014
HSBC August 2010 - February 2013
Wachovia June 2005 - August 2010
Strategies for Wealth Creation & Protection June 2003 - June 2005
New York Life October 1996 - June 2003
Skills
Risk Management, Fixed Income, Mutual Funds, Finance, Investments, Due Diligence, Loans, Refinance, Insurance, Mortgage Lending, Series 7, Equities, Portfolio Management, Banking, Real Estate, Wealth Management
Education
Stevens Institute of Technology 1990 — 1995
BE, Mechanical Engineering
Karen Gregg's Wachovia Experience 1997 - 2009
Job Senior Technology Engineer at A. G. Edwards
Industry Financial Services
Experience
A. G. Edwards Chief Financial OfficerDaisy's Eye Cancer FundOctober 2012 - January 2013
AG Edwards 1997 - March 2009
A.G. Edwards & Sons/Wachovia Securities 2004 - 2009
wachovia 1997 - 2009
Skills
Unix, Perl, SQL, JCL, Visio, XML, COBOL
Education
Southern Illinois University, Edwardsville 1994 — 1997
A. G. Edwards Chief Financial OfficerDaisy's Eye Cancer FundOctober 2012 - January 2013
AG Edwards 1997 - March 2009
A.G. Edwards & Sons/Wachovia Securities 2004 - 2009
wachovia 1997 - 2009
Skills
Unix, Perl, SQL, JCL, Visio, XML, COBOL
Education
Southern Illinois University, Edwardsville 1994 — 1997
Jennifer Maiorana's Wachovia Experience March 2005 - March 2006
Job CMES Business Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2014 - Present
Wells Fargo March 2006 - June 2014
Wachovia March 2005 - March 2006
Wachovia March 2004 - February 2005
Wachovia November 2000 - March 2004
Moody's Investor Service June 1999 - November 2000
Moody's Investor Service September 1997 - June 1999
Skills
Disaster Recovery, CRM, Risk Management, Servers, Microsoft SQL Server, Management, SQL, Business Analysis, Software Documentation, Fixed Income
Education
State University of New York College at Fredonia 1993 — 1996
Bachelor of Science (BS)
Wells Fargo July 2014 - Present
Wells Fargo March 2006 - June 2014
Wachovia March 2005 - March 2006
Wachovia March 2004 - February 2005
Wachovia November 2000 - March 2004
Moody's Investor Service June 1999 - November 2000
Moody's Investor Service September 1997 - June 1999
Skills
Disaster Recovery, CRM, Risk Management, Servers, Microsoft SQL Server, Management, SQL, Business Analysis, Software Documentation, Fixed Income
Education
State University of New York College at Fredonia 1993 — 1996
Bachelor of Science (BS)
Daniel Stout's Wachovia Experience October 2007 - June 2010
Job Wealth Management Banker
Industry Banking
Experience
Merrill Lynch June 2010 - Present
Wachovia October 2007 - June 2010
JPMorgan Chase November 2006 - October 2007
Wells Fargo December 2004 - October 2006
Skills
Commercial Lending, Wealth Management, Credit Analysis, Series 7, Securities, Finance, Risk Management, Relationship Management, Mortgage Banking, Underwriting, High Net Worth..., Private Banking, Financial Services, Management, Wealth Management..., Small Business Lending, Investments, Credit, Banking, Loans, Retirement Planning
Education
University of South Florida 2000 — 2002
B.A., Interdisciplinary Social Sciences
State College of Florida-Manatee-Sarasota 1998 — 2000
A.A., Social Sciences
Merrill Lynch June 2010 - Present
Wachovia October 2007 - June 2010
JPMorgan Chase November 2006 - October 2007
Wells Fargo December 2004 - October 2006
Skills
Commercial Lending, Wealth Management, Credit Analysis, Series 7, Securities, Finance, Risk Management, Relationship Management, Mortgage Banking, Underwriting, High Net Worth..., Private Banking, Financial Services, Management, Wealth Management..., Small Business Lending, Investments, Credit, Banking, Loans, Retirement Planning
Education
University of South Florida 2000 — 2002
B.A., Interdisciplinary Social Sciences
State College of Florida-Manatee-Sarasota 1998 — 2000
A.A., Social Sciences
Lisa Rush's Wachovia Experience February 2008 - September 2008
Job Sr. Account Executive at Parkside Lending
Industry Consumer Services
Experience
Parkside Lending February 2015 - Present
Affiliated Mortgage Company November 2013 - November 2014
Innovative Nurses and Sitters October 2012 - November 2013
Masquerade Theatre Tribble School 2011 - 2013
Stonewater Mortgage 2008 - 2011
Wachovia February 2008 - September 2008
The CIT Group December 2003 - September 2007
Sebring Capital 2001 - 2003
Skills
Sales Management, Credit, Mortgage Banking, FHA, Loans, Loan Origination, Sales, New Business Development, Business Development, Account Management, Strategic Planning, Marketing, Negotiation, Refinance, Residential Mortgages, B2B, Contract Negotiation, Team Building, Email Marketing, Advertising, Sales Operations
Education
Stephen F. Austin State University 1983 — 1987
BBA, Management/Marketing
Parkside Lending February 2015 - Present
Affiliated Mortgage Company November 2013 - November 2014
Innovative Nurses and Sitters October 2012 - November 2013
Masquerade Theatre Tribble School 2011 - 2013
Stonewater Mortgage 2008 - 2011
Wachovia February 2008 - September 2008
The CIT Group December 2003 - September 2007
Sebring Capital 2001 - 2003
Skills
Sales Management, Credit, Mortgage Banking, FHA, Loans, Loan Origination, Sales, New Business Development, Business Development, Account Management, Strategic Planning, Marketing, Negotiation, Refinance, Residential Mortgages, B2B, Contract Negotiation, Team Building, Email Marketing, Advertising, Sales Operations
Education
Stephen F. Austin State University 1983 — 1987
BBA, Management/Marketing
Marcee Dalton Boyleston's Wachovia Experience April 2008 - December 2008
Job Sr. Business Analyst at MortgageFlex Systems, Inc.
Industry Information Technology and Services
Experience
Quicken Loans September 2014 - Present
MortgageFlex Systems, Inc. May 2014 - September 2014
Bank of America July 2009 - April 2014
Bank of America December 2008 - July 2009
Wachovia April 2008 - December 2008
HSBC Technology & Services/D1 April 2002 - April 2008
IT Factory formerly known as ECMS April 2000 - November 2001
Affinity Technology Group August 1997 - January 2000
Skills
Software Documentation, Testing, SQL, Analytics, Business Requirements, Analysis, Requirements Analysis, Databases, SDLC, Business Analysis, Business Intelligence, Loans, Microsoft SQL Server, Mortgage Lending
Education
Strayer University 2004 — 2006
BS, Database Technology
Quicken Loans September 2014 - Present
MortgageFlex Systems, Inc. May 2014 - September 2014
Bank of America July 2009 - April 2014
Bank of America December 2008 - July 2009
Wachovia April 2008 - December 2008
HSBC Technology & Services/D1 April 2002 - April 2008
IT Factory formerly known as ECMS April 2000 - November 2001
Affinity Technology Group August 1997 - January 2000
Skills
Software Documentation, Testing, SQL, Analytics, Business Requirements, Analysis, Requirements Analysis, Databases, SDLC, Business Analysis, Business Intelligence, Loans, Microsoft SQL Server, Mortgage Lending
Education
Strayer University 2004 — 2006
BS, Database Technology
Peter Dattolo's Wachovia Experience Project ManagerWachovia Bank2007 - Present
Job Project Manager at Wachovia
Industry Banking
Experience
Wachovia Project ManagerWachovia Bank2007 - Present
Education
Stony Brook University 1965 — 1966
Wachovia Project ManagerWachovia Bank2007 - Present
Education
Stony Brook University 1965 — 1966
Devon Bock's Wachovia Experience October 2002 - October 2008
Job Enterprise Access Management at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo October 2008 - Present
Wachovia October 2002 - October 2008
Getronics 1997 - 2001
Education
Strayer University 2005 — 2009
BSIS, Information Security
Wells Fargo October 2008 - Present
Wachovia October 2002 - October 2008
Getronics 1997 - 2001
Education
Strayer University 2005 — 2009
BSIS, Information Security
Bernadine Loftin's Wachovia Experience May 1991 - October 2011
Job VP/Strategy Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank October 2011 - Present
Wachovia May 1991 - October 2011
Wells Fargo Advisors 1991 - October 2011
Skills
Project Management, Strategic Planning, Six Sigma, Process Improvement, Banking, Strategic Financial..., Program Management, Operations Management, Building Relationships, Employee Management, Operational Efficiency, Strategic Sourcing, Procurement Outsourcing, Global Strategy, Global Sourcing
Education
Strayer University (VA)
Bachelor's Degree, Business Administration/Management/Finance, 4.0
Wells Fargo Bank October 2011 - Present
Wachovia May 1991 - October 2011
Wells Fargo Advisors 1991 - October 2011
Skills
Project Management, Strategic Planning, Six Sigma, Process Improvement, Banking, Strategic Financial..., Program Management, Operations Management, Building Relationships, Employee Management, Operational Efficiency, Strategic Sourcing, Procurement Outsourcing, Global Strategy, Global Sourcing
Education
Strayer University (VA)
Bachelor's Degree, Business Administration/Management/Finance, 4.0
Lorena Rodriquez's Wachovia Experience June 2008 - November 2008
Job Senior Business Analyst
Industry Hospital & Health Care
Experience
WellMed Medical Management January 2014 - Present
Clear Channel Communications June 2011 - Present
Wachovia, A Wells Fargo Company May 2009 - April 2011
Wachovia June 2008 - November 2008
Wachovia August 2003 - May 2008
Skills
SharePoint, Lotus Notes, Requirements Analysis, SDLC
Education
St. Mary's University 1996 — 1998
BBA, Marketing
Our Lady of the Lake University
Master of Science, Information Systems & Security
WellMed Medical Management January 2014 - Present
Clear Channel Communications June 2011 - Present
Wachovia, A Wells Fargo Company May 2009 - April 2011
Wachovia June 2008 - November 2008
Wachovia August 2003 - May 2008
Skills
SharePoint, Lotus Notes, Requirements Analysis, SDLC
Education
St. Mary's University 1996 — 1998
BBA, Marketing
Our Lady of the Lake University
Master of Science, Information Systems & Security
Beth Loughery, CRP, SGMS's Wachovia Experience April 1998 - October 2009
Job Global Relocation Manager at CSC
Industry Information Technology and Services
Experience
CSC October 2011 - Present
Wells Fargo Bank May 2010 - August 2011
Wells Fargo October 2009 - May 2010
Wachovia April 1998 - October 2009
Wachovia, A Wells Fargo Company 1998 - 2009
Curtin, Nolan and Ryan May 1996 - December 1997
Office of the Comptroller of the Currency December 1994 - May 1996
Associates Relocation Management Company June 1990 - December 1994
Skills
Relocation, Global Mobility, Employee Benefits, Process Improvement, Business Strategy, Program Management, Real Estate, Vendor Management, Contract Negotiation, Human Resources, Talent Management, Management, Talent Acquisition, Corporate Relocation, Mergers & Acquisitions, Leadership, Expatriate Management, Payroll, HR Policies, Employee Engagement, Policy, Employee Relations, Performance Management, Recruiting, Analysis, Onboarding, Sales, Customer Service, Training
Education
St. John Fisher College
Communications/Journalism
CSC October 2011 - Present
Wells Fargo Bank May 2010 - August 2011
Wells Fargo October 2009 - May 2010
Wachovia April 1998 - October 2009
Wachovia, A Wells Fargo Company 1998 - 2009
Curtin, Nolan and Ryan May 1996 - December 1997
Office of the Comptroller of the Currency December 1994 - May 1996
Associates Relocation Management Company June 1990 - December 1994
Skills
Relocation, Global Mobility, Employee Benefits, Process Improvement, Business Strategy, Program Management, Real Estate, Vendor Management, Contract Negotiation, Human Resources, Talent Management, Management, Talent Acquisition, Corporate Relocation, Mergers & Acquisitions, Leadership, Expatriate Management, Payroll, HR Policies, Employee Engagement, Policy, Employee Relations, Performance Management, Recruiting, Analysis, Onboarding, Sales, Customer Service, Training
Education
St. John Fisher College
Communications/Journalism
Annette Norton-Russell's Wachovia Experience January 2007 - August 2007
Job Hospital & Health Care Professional
Industry Hospital & Health Care
Experience
Wachovia January 2007 - August 2007
Washington Mutual February 2006 - December 2006
CEDA June 2003 - April 2004
CEDA October 2002 - June 2003
Education
Southern Illinois University, Edwardsville 1987 — 1990
Wachovia January 2007 - August 2007
Washington Mutual February 2006 - December 2006
CEDA June 2003 - April 2004
CEDA October 2002 - June 2003
Education
Southern Illinois University, Edwardsville 1987 — 1990
Carmen Youngblood, CFP®'s Wachovia Experience 2006 - 2010
Job Financial Sevices at Wells Fargo DFW
Industry Financial Services
Experience
Wells Fargo 2010 - Present
Wachovia 2006 - 2010
Harold's 2004 - 2006
Staff Care 2001 - 2004
Education
Southern Methodist University 2009 — 2011
Certificate Program in Financial Planning
Stephen F. Austin State University
Texas A&M University
Wells Fargo 2010 - Present
Wachovia 2006 - 2010
Harold's 2004 - 2006
Staff Care 2001 - 2004
Education
Southern Methodist University 2009 — 2011
Certificate Program in Financial Planning
Stephen F. Austin State University
Texas A&M University
Cynthia Wallace's Wachovia Experience February 1998 - August 2000
Job Sr. Risk Manager at GE Money
Industry Financial Services
Experience
Synchrony Financial (formerly GE Capital) February 2006 - Present
GE Money July 2004 - January 2006
GE Money May 2003 - June 2004
GE Money September 2000 - April 2003
Wachovia February 1998 - August 2000
AT&T Universal Card Services July 1995 - January 1998
Skills
Risk Analytics, Financial Risk, Financial Services, Relationship Management, Portfolio Management, Credit, Strategy, Leadership, Credit Cards, Segmentation, Credit Risk, Risk Management, Underwriting, Analytics, Six Sigma, Predictive Analytics, Analysis, Basel II
Education
University of North Florida 1993 — 1995
Master's Science, Statistics
Spelman College 1989 — 1993
Bachelor's of Science, Mathematics
Synchrony Financial (formerly GE Capital) February 2006 - Present
GE Money July 2004 - January 2006
GE Money May 2003 - June 2004
GE Money September 2000 - April 2003
Wachovia February 1998 - August 2000
AT&T Universal Card Services July 1995 - January 1998
Skills
Risk Analytics, Financial Risk, Financial Services, Relationship Management, Portfolio Management, Credit, Strategy, Leadership, Credit Cards, Segmentation, Credit Risk, Risk Management, Underwriting, Analytics, Six Sigma, Predictive Analytics, Analysis, Basel II
Education
University of North Florida 1993 — 1995
Master's Science, Statistics
Spelman College 1989 — 1993
Bachelor's of Science, Mathematics
Joshua Lockwood's Wachovia Experience October 2007 - February 2008
Job Senior Software Engineer at Airstrip Technologies
Industry Computer Software
Experience
Airstrip Technologies September 2012 - Present
Rackspace, the #1 managed cloud company October 2008 - September 2012
Southwest Research February 2008 - October 2008
TEKSystems October 2007 - February 2008
Wachovia October 2007 - February 2008
SAWS August 2007 - November 2007
KCI March 2006 - August 2006
Harcourt Assessment December 2005 - March 2006
Southwest Research Institute March 2005 - November 2005
World Savings January 2003 - March 2005
Education
The University of Texas at San Antonio 2000 — 2000
B.S., Computer Science
St. Mary's University 1997 — 1999
B.S., Computer Science
Airstrip Technologies September 2012 - Present
Rackspace, the #1 managed cloud company October 2008 - September 2012
Southwest Research February 2008 - October 2008
TEKSystems October 2007 - February 2008
Wachovia October 2007 - February 2008
SAWS August 2007 - November 2007
KCI March 2006 - August 2006
Harcourt Assessment December 2005 - March 2006
Southwest Research Institute March 2005 - November 2005
World Savings January 2003 - March 2005
Education
The University of Texas at San Antonio 2000 — 2000
B.S., Computer Science
St. Mary's University 1997 — 1999
B.S., Computer Science
Kara Edwards's Wachovia Experience February 2001 - February 2010
Job Executive Director at J.P. Morgan
Industry Banking
Experience
J.P. Morgan August 2010 - Present
Wells Fargo February 2010 - August 2010
Wachovia February 2001 - February 2010
Bank of America March 1997 - February 2001
Education
Southern Methodist University
J.P. Morgan August 2010 - Present
Wells Fargo February 2010 - August 2010
Wachovia February 2001 - February 2010
Bank of America March 1997 - February 2001
Education
Southern Methodist University
Gena Campbell's Wachovia Experience Division ManagerWorld SavingsJuly 2004 - July 2006
Job Scheduling Coordinator at Wachovia
Industry Banking
Experience
Wachovia Division ManagerWorld SavingsJuly 2004 - July 2006
Education
lehi high school 1960 — 1964
Southern Utah University
Wachovia Division ManagerWorld SavingsJuly 2004 - July 2006
Education
lehi high school 1960 — 1964
Southern Utah University
Michelle M. Seymour, PMP's Wachovia Experience September 2003 - December 2007
Job HR BPO Program Manager at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt April 2015 - Present
Bank of America February 2015 - April 2015
Wells Fargo April 2014 - December 2014
Bank of America January 2008 - December 2013
Wachovia September 2003 - December 2007
Royal & SunAlliance June 2001 - August 2003
Arthur Andersen December 1998 - May 2001
Skills
Vendor Management, Change Management, Process Improvement, Program Management, Risk Management, Training, Project Management, PMP, Leadership, Business Analysis, Management, Project Portfolio..., Project Planning, PMO, Banking, SDLC
Education
Richard Stockton College of New Jersey 1996 — 1998
Bachelor of Science, Business Management, Business Administration and Management, General, GPA 4.0
Aon Hewitt April 2015 - Present
Bank of America February 2015 - April 2015
Wells Fargo April 2014 - December 2014
Bank of America January 2008 - December 2013
Wachovia September 2003 - December 2007
Royal & SunAlliance June 2001 - August 2003
Arthur Andersen December 1998 - May 2001
Skills
Vendor Management, Change Management, Process Improvement, Program Management, Risk Management, Training, Project Management, PMP, Leadership, Business Analysis, Management, Project Portfolio..., Project Planning, PMO, Banking, SDLC
Education
Richard Stockton College of New Jersey 1996 — 1998
Bachelor of Science, Business Management, Business Administration and Management, General, GPA 4.0
Brian Holbert's Wachovia Experience May 2000 - Present
Job Assistant Vice President at Wachovia
Industry Computer Software
Experience
Wachovia May 2000 - Present
Metamor Technologies February 1999 - May 2000
United States Marine Corps April 1995 - February 1999
Skills
SDLC, WebSphere MQ, SOA, Enterprise Architecture, Middleware, Web Services, Unix, SQL
Education
University of North Carolina at Charlotte 2007 — 2010
Strayer University 2004 — 2007
BS - Computer Information Systems, Computer Information Systems
Asheville-Buncombe Technical Community College 1991 — 1993
AAS Medical Lab Technology, Medical Lab Technology
Wachovia May 2000 - Present
Metamor Technologies February 1999 - May 2000
United States Marine Corps April 1995 - February 1999
Skills
SDLC, WebSphere MQ, SOA, Enterprise Architecture, Middleware, Web Services, Unix, SQL
Education
University of North Carolina at Charlotte 2007 — 2010
Strayer University 2004 — 2007
BS - Computer Information Systems, Computer Information Systems
Asheville-Buncombe Technical Community College 1991 — 1993
AAS Medical Lab Technology, Medical Lab Technology
Colin Hynson's Wachovia Experience 1998 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
Closed-End Fund Advisors April 2010 - Present
Wachovia 1998 - 2007
Nat West 1996 - 1998
Merrill Lynch 1989 - 1996
Skills
Asset Management, FINRA, Portfolio Management, Wealth Management, Electronic Trading, Business Development, Capital Markets, Trading, Equities, Retirement Planning, Mutual Funds, Bloomberg, Bonds, Risk Management, Series 7, Series 63, Derivatives, ETFs, Equity Trading, Asset Managment, Alternative Investments, Equity Research, Hedge Funds, Investments, Financial Modeling, Strategic Financial..., Financial Services, Financial Markets, Securities, Investment Banking, Trading Systems, Asset Allocation, Financial Analysis, Retirement, Fixed Income, Options
Education
St. Lawrence University 1980 — 1984
Rye High School
Closed-End Fund Advisors April 2010 - Present
Wachovia 1998 - 2007
Nat West 1996 - 1998
Merrill Lynch 1989 - 1996
Skills
Asset Management, FINRA, Portfolio Management, Wealth Management, Electronic Trading, Business Development, Capital Markets, Trading, Equities, Retirement Planning, Mutual Funds, Bloomberg, Bonds, Risk Management, Series 7, Series 63, Derivatives, ETFs, Equity Trading, Asset Managment, Alternative Investments, Equity Research, Hedge Funds, Investments, Financial Modeling, Strategic Financial..., Financial Services, Financial Markets, Securities, Investment Banking, Trading Systems, Asset Allocation, Financial Analysis, Retirement, Fixed Income, Options
Education
St. Lawrence University 1980 — 1984
Rye High School
Koo Stengle's Wachovia Experience January 2008 - August 2010
Job Strategic Planning Manager at BB&T
Industry Real Estate
Experience
BB&T September 2010 - Present
CoreNet Global Carolinas Chapter 2014 - 2014
Wachovia January 2008 - August 2010
Honeywell 2005 - 2007
Skills
Business Development, Financial Analysis, Project Management, Portfolio Management, Banking, Contract Negotiation, Asset Management, Strategic Planning, Real Estate, Strategy, Program Management, Risk Management, Mergers, Due Diligence
Education
St. Edward's University 2002 — 2004
MBA, Business
The University of Texas at Austin 1996 — 1999
M Arch, Architecture
University of Virginia 1990 — 1994
BS Arch, Architecture
Hotchkiss School 1988 — 1990
BB&T September 2010 - Present
CoreNet Global Carolinas Chapter 2014 - 2014
Wachovia January 2008 - August 2010
Honeywell 2005 - 2007
Skills
Business Development, Financial Analysis, Project Management, Portfolio Management, Banking, Contract Negotiation, Asset Management, Strategic Planning, Real Estate, Strategy, Program Management, Risk Management, Mergers, Due Diligence
Education
St. Edward's University 2002 — 2004
MBA, Business
The University of Texas at Austin 1996 — 1999
M Arch, Architecture
University of Virginia 1990 — 1994
BS Arch, Architecture
Hotchkiss School 1988 — 1990
Cheryl Molitoris's Wachovia Experience 2000 - Present
Job AVP and Trust Officer/Relationship Manager at Wells Fargo Institutional Retirement and Trust
Industry Financial Services
Experience
Wachovia Retirement Services 2001 - Present
Wells Fargo Institutional Retirement and Trust April 2000 - Present
Wachovia 2000 - Present
Skills
Wealth Management, Investments, Defined Benefit, 401k, Pensions, Relationship Management, ERISA, Retirement Plan..., Retirement, Series 63, Mutual Funds, Retirement Planning, Asset Allocation
Education
Southern New Hampshire University
Wachovia Retirement Services 2001 - Present
Wells Fargo Institutional Retirement and Trust April 2000 - Present
Wachovia 2000 - Present
Skills
Wealth Management, Investments, Defined Benefit, 401k, Pensions, Relationship Management, ERISA, Retirement Plan..., Retirement, Series 63, Mutual Funds, Retirement Planning, Asset Allocation
Education
Southern New Hampshire University
Charles Kard's Wachovia Experience March 1996 - June 2003
Job Portfolio Manager at Sabal Trust Co.
Industry Investment Management
Experience
Sabal Trust Company September 2008 - Present
BB&T Asset Management 2004 - 2008
Wachovia March 1996 - June 2003
Skills
Investments, Asset Allocation, Investment Strategies, Asset Management, Wealth Management, Investment Advisory, Investment Management, Portfolio Management, Alternative Investments
Education
Stetson University
BBA, Finance
Sabal Trust Company September 2008 - Present
BB&T Asset Management 2004 - 2008
Wachovia March 1996 - June 2003
Skills
Investments, Asset Allocation, Investment Strategies, Asset Management, Wealth Management, Investment Advisory, Investment Management, Portfolio Management, Alternative Investments
Education
Stetson University
BBA, Finance
Tom Grabosky's Wachovia Experience Managing DirectorWachovia1996 - Present
Job Managing Director at Wachovia
Industry Financial Services
Experience
Wachovia Managing DirectorWachovia1996 - Present
Education
State University of New York College at Buffalo
Wachovia Managing DirectorWachovia1996 - Present
Education
State University of New York College at Buffalo
Scott Ferro's Wachovia Experience September 2005 - October 2006
Job Product Owner at Lowe's Companies, Inc.
Industry Internet
Experience
Lowe's Companies, Inc. September 2014 - Present
Lowe's Home Improvement November 2013 - September 2014
Lowe's Home Improvement October 2011 - November 2013
Wells Fargo Bank June 2010 - June 2011
Wachovia, A Wells Fargo Company October 2006 - June 2010
Wachovia September 2005 - October 2006
Wachovia November 2003 - September 2005
Skills
Leadership, Process Improvement, Management, E-commerce, Analytics, Training, Customer Satisfaction, Customer Experience, Banking, Mergers & Acquisitions, Financial Services, Business Analysis, Vendor Management, SDLC, Visio, Relationship Management, Program Management, CRM, Business Process..., Strategy, Requirements Gathering, Cross-functional Team...
Education
State University of New York College at Geneseo 1999 — 2003
Bachelors, Business Administration
Lowe's Companies, Inc. September 2014 - Present
Lowe's Home Improvement November 2013 - September 2014
Lowe's Home Improvement October 2011 - November 2013
Wells Fargo Bank June 2010 - June 2011
Wachovia, A Wells Fargo Company October 2006 - June 2010
Wachovia September 2005 - October 2006
Wachovia November 2003 - September 2005
Skills
Leadership, Process Improvement, Management, E-commerce, Analytics, Training, Customer Satisfaction, Customer Experience, Banking, Mergers & Acquisitions, Financial Services, Business Analysis, Vendor Management, SDLC, Visio, Relationship Management, Program Management, CRM, Business Process..., Strategy, Requirements Gathering, Cross-functional Team...
Education
State University of New York College at Geneseo 1999 — 2003
Bachelors, Business Administration
Ron Tomaszewski's Wachovia Experience July 2000 - December 2008
Job Vice President of Human Resources at Butterball, LLC
Industry Financial Services
Experience
Butterball, LLC February 2012 - Present
Wells Fargo January 2009 - January 2012
Wachovia July 2000 - December 2008
HSBC April 1997 - July 2000
HSBC September 1994 - March 1997
Marine Midland Bank 1989 - 1994
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1987 — 1989
MBA, Finance & C.I.S.
SUNY Geneseo 1984 — 1987
BA, Economics, minor: Computer Science
Butterball, LLC February 2012 - Present
Wells Fargo January 2009 - January 2012
Wachovia July 2000 - December 2008
HSBC April 1997 - July 2000
HSBC September 1994 - March 1997
Marine Midland Bank 1989 - 1994
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1987 — 1989
MBA, Finance & C.I.S.
SUNY Geneseo 1984 — 1987
BA, Economics, minor: Computer Science
Izzy Dawood's Wachovia Experience May 1994 - September 2006
Job CFO Investment Services at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2013 - Present
BNY Mellon June 2011 - March 2013
BNY Mellon July 2009 - June 2011
BNY Mellon November 2006 - June 2009
Wachovia May 1994 - September 2006
Skills
Mergers, Investor Relations, Decision Support, Management Accounting, Financial Modeling, Financial Analysis, Capital Markets, Valuation, Investment Banking, Strategic Financial..., Corporate Finance, Private Equity, Finance, Investments, Banking, Management, Financial Services, Risk Management, Business Strategy, Analysis, Strategic Planning, Due Diligence, Securities, Strategy, Corporate Development, Managerial Finance, Financial Risk, Financial Planning, Hedge Funds, Mergers, Structured Finance
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
Saint John's University - Peter J. Tobin College of Business 1990 — 1994
BS, Finance, Summa cum Laude
BNY Mellon March 2013 - Present
BNY Mellon June 2011 - March 2013
BNY Mellon July 2009 - June 2011
BNY Mellon November 2006 - June 2009
Wachovia May 1994 - September 2006
Skills
Mergers, Investor Relations, Decision Support, Management Accounting, Financial Modeling, Financial Analysis, Capital Markets, Valuation, Investment Banking, Strategic Financial..., Corporate Finance, Private Equity, Finance, Investments, Banking, Management, Financial Services, Risk Management, Business Strategy, Analysis, Strategic Planning, Due Diligence, Securities, Strategy, Corporate Development, Managerial Finance, Financial Risk, Financial Planning, Hedge Funds, Mergers, Structured Finance
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
Saint John's University - Peter J. Tobin College of Business 1990 — 1994
BS, Finance, Summa cum Laude
Aparna Mareddy's Wachovia Experience July 2006 - May 2008
Job Datawarehouse Designer and Developer at Capital One
Industry Financial Services
Experience
Capital One September 2008 - Present
Wachovia July 2006 - May 2008
The Home Depot August 2005 - June 2006
Skills
Teradata, Ab Initio
Education
State University of New York at New Paltz
MS
Capital One September 2008 - Present
Wachovia July 2006 - May 2008
The Home Depot August 2005 - June 2006
Skills
Teradata, Ab Initio
Education
State University of New York at New Paltz
MS
Paulinda Pangaldan's Wachovia Experience May 2008 - June 2009
Job InDatabase Analytics Architect Big Data (Netezza)
Industry Information Technology and Services
Experience
IBM 2011 - Present
Bank of America August 2009 - July 2010
Wachovia May 2008 - June 2009
United Healthcare August 2006 - February 2008
Sprint August 2000 - August 2006
SAS January 2000 - August 2000
Western Digital August 1999 - December 1999
USAA March 1998 - July 1999
Harland Clarke May 1997 - September 1997
U.S. Army - Fort Sam Houston, San Antonio, Texas January 1991 - May 1997
Skills
Database Marketing, Campaign Management, Healthcare, Telecommunications, Insurance, Netezza, SAS, Business Intelligence, Data Warehousing, Big Data, Oracle, Data Warehouse..., Databases, Data Integration, ETL, Enterprise Architecture, Data Modeling, Unix
Education
St. Mary's University 1992 — 1994
MS, Computer Information Systems
IBM 2011 - Present
Bank of America August 2009 - July 2010
Wachovia May 2008 - June 2009
United Healthcare August 2006 - February 2008
Sprint August 2000 - August 2006
SAS January 2000 - August 2000
Western Digital August 1999 - December 1999
USAA March 1998 - July 1999
Harland Clarke May 1997 - September 1997
U.S. Army - Fort Sam Houston, San Antonio, Texas January 1991 - May 1997
Skills
Database Marketing, Campaign Management, Healthcare, Telecommunications, Insurance, Netezza, SAS, Business Intelligence, Data Warehousing, Big Data, Oracle, Data Warehouse..., Databases, Data Integration, ETL, Enterprise Architecture, Data Modeling, Unix
Education
St. Mary's University 1992 — 1994
MS, Computer Information Systems
Kristina Powers's Wachovia Experience Trainning SpecialistTCF Bank2002 - 2006
Job teller manager at wachovia
Industry Banking
Experience
wachovia Trainning SpecialistTCF Bank2002 - 2006
Education
Stetson University 1998 — 2002
B.A., Sports Management
wachovia Trainning SpecialistTCF Bank2002 - 2006
Education
Stetson University 1998 — 2002
B.A., Sports Management
Jeremy Love's Wachovia Experience May 1999 - April 2009
Job Wholesale Desktop Services Support at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2009 - Present
Wachovia May 1999 - April 2009
Time Warner Cable December 1998 - May 1999
Vitality computer March 1998 - December 1998
Skills
English Literature, English grammar, Automotive Repair, Microsoft Windows 98, Microsoft Office Xp, Windows 7, Windows Server, Computer Hardware, Computer Security, Network Security, Windows Network..., Wireless Networking, Computer Hardware..., IP Networking, Microsoft Office 2007, Logistics, Firewalls, Cable Modems, ADSL, Wireless Broadband, Linux, Android, Dell Desktops, Dell PowerEdge Servers, HP Printers, Outdoors, Customer Service, Troubleshooting, Active Directory
Education
Stanly Community College 1994 — 1995
computer engineering
West Stanly High School 1989 — 1992
Diploma, Mechanical Engineering Related Technologies/Technicians
Wells Fargo May 2009 - Present
Wachovia May 1999 - April 2009
Time Warner Cable December 1998 - May 1999
Vitality computer March 1998 - December 1998
Skills
English Literature, English grammar, Automotive Repair, Microsoft Windows 98, Microsoft Office Xp, Windows 7, Windows Server, Computer Hardware, Computer Security, Network Security, Windows Network..., Wireless Networking, Computer Hardware..., IP Networking, Microsoft Office 2007, Logistics, Firewalls, Cable Modems, ADSL, Wireless Broadband, Linux, Android, Dell Desktops, Dell PowerEdge Servers, HP Printers, Outdoors, Customer Service, Troubleshooting, Active Directory
Education
Stanly Community College 1994 — 1995
computer engineering
West Stanly High School 1989 — 1992
Diploma, Mechanical Engineering Related Technologies/Technicians
Kathie Seichko's Wachovia Experience February 2007 - October 2008
Job FHA UNDERWRITER at TERRACE MORTGAGE COMPANY
Industry Banking
Experience
TERRACE MORTGAGE COMPANY December 2010 - Present
POLARIS HOME FUNDING November 2009 - April 2010
Accounting Principals March 2009 - April 2009
Wachovia February 2007 - October 2008
World Savings/ Wachovia April 2004 - February 2007
Washington Mutual September 2001 - April 2004
PMI Mortgage Insurance February 2001 - September 2001
Education
St. Petersburg College 1980 — 1981
General
TERRACE MORTGAGE COMPANY December 2010 - Present
POLARIS HOME FUNDING November 2009 - April 2010
Accounting Principals March 2009 - April 2009
Wachovia February 2007 - October 2008
World Savings/ Wachovia April 2004 - February 2007
Washington Mutual September 2001 - April 2004
PMI Mortgage Insurance February 2001 - September 2001
Education
St. Petersburg College 1980 — 1981
General
Suneel Divakar's Wachovia Experience April 2007 - July 2009
Job Sr. Developer at Duke Energy
Industry Information Technology and Services
Experience
Duke Energy July 2009 - Present
Wachovia April 2007 - July 2009
GSK January 2004 - April 2007
Satyam January 2000 - April 2007
Satyam Computer Services Limited 2004 - 2007
Skills
SDLC, Requirements Analysis, Software Project..., SOA, Agile Methodologies, Solution Architecture, Data Warehousing, Enterprise Architecture, Informatica, PMP, Oracle, Business Analysis, Data Modeling, ETL, SQL, Business Intelligence, Microsoft SQL Server, Testing, IT Strategy, Web Services, PL/SQL, Integration, DB2, Business Objects, Requirements Gathering
Education
Sri Venkateswara University 1995 — 1999
Btech, Electrical and Electronics Engineering
Rao's high school 1993 — 1995
SSC
Duke Energy July 2009 - Present
Wachovia April 2007 - July 2009
GSK January 2004 - April 2007
Satyam January 2000 - April 2007
Satyam Computer Services Limited 2004 - 2007
Skills
SDLC, Requirements Analysis, Software Project..., SOA, Agile Methodologies, Solution Architecture, Data Warehousing, Enterprise Architecture, Informatica, PMP, Oracle, Business Analysis, Data Modeling, ETL, SQL, Business Intelligence, Microsoft SQL Server, Testing, IT Strategy, Web Services, PL/SQL, Integration, DB2, Business Objects, Requirements Gathering
Education
Sri Venkateswara University 1995 — 1999
Btech, Electrical and Electronics Engineering
Rao's high school 1993 — 1995
SSC
Frank Mercurio's Wachovia Experience October 2007 - August 2008
Job Operating Systems Engineer at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2008 - Present
Wachovia October 2007 - August 2008
Verizon October 2005 - September 2007
Darwin Partners October 2004 - June 2005
CTS Inc August 1999 - October 2004
Raytheon Systems Company March 1988 - July 1999
Skills
SAN, EMC, Unix Administration, Storage Area Networks, Storage, EMC Storage, Disaster Recovery, High Availability, Brocade, Storage Architecture, Enterprise Storage, Sun, Solaris, NAS, Virtualization, Business Continuity
Education
St. Petersburg College
AS, Electronic Engineering Technology
St. Petersburg College
AA, Pre-Engineering
Wells Fargo August 2008 - Present
Wachovia October 2007 - August 2008
Verizon October 2005 - September 2007
Darwin Partners October 2004 - June 2005
CTS Inc August 1999 - October 2004
Raytheon Systems Company March 1988 - July 1999
Skills
SAN, EMC, Unix Administration, Storage Area Networks, Storage, EMC Storage, Disaster Recovery, High Availability, Brocade, Storage Architecture, Enterprise Storage, Sun, Solaris, NAS, Virtualization, Business Continuity
Education
St. Petersburg College
AS, Electronic Engineering Technology
St. Petersburg College
AA, Pre-Engineering
Keith Byassee's Wachovia Experience November 2004 - October 2008
Job VP, Loan Line Sales Manager at Bank of America
Industry Banking
Experience
Bank of America February 2009 - Present
Wachovia November 2004 - October 2008
Wachovia Bank 2004 - 2008
Wachovia November 2000 - November 2004
Skills
Strategy, Mortgage Banking, Business Development, Cross-functional Team..., Banking, Mortgage Lending, Training, Leadership
Education
St. John Fisher College 1988 — 1991
bs, Business Administration
Bank of America February 2009 - Present
Wachovia November 2004 - October 2008
Wachovia Bank 2004 - 2008
Wachovia November 2000 - November 2004
Skills
Strategy, Mortgage Banking, Business Development, Cross-functional Team..., Banking, Mortgage Lending, Training, Leadership
Education
St. John Fisher College 1988 — 1991
bs, Business Administration
Priya Daftary's Wachovia Experience May 2007 - September 2008
Job Vice President/Branch Manager at Comerica Bank
Industry Financial Services
Experience
Comerica Bank April 2009 - Present
Wachovia May 2007 - September 2008
World Savings June 2004 - April 2007
World Savings January 2003 - May 2004
World Savings November 2001 - December 2002
Spire Systems February 2001 - August 2001
Exim Bank of India May 1998 - February 2000
Skills
Coaching, Customer Service, Leadership, Recruiting, Training, Loans, Banking, Credit, Management, Small Business, Marketing, Retail Banking, Mortgage Lending, Cross Selling, Commercial Banking
Education
B.K.School of Business Management, Gujarat University 1996 — 1998
MBA
St. Xavier's College 1993 — 1996
BS
Comerica Bank April 2009 - Present
Wachovia May 2007 - September 2008
World Savings June 2004 - April 2007
World Savings January 2003 - May 2004
World Savings November 2001 - December 2002
Spire Systems February 2001 - August 2001
Exim Bank of India May 1998 - February 2000
Skills
Coaching, Customer Service, Leadership, Recruiting, Training, Loans, Banking, Credit, Management, Small Business, Marketing, Retail Banking, Mortgage Lending, Cross Selling, Commercial Banking
Education
B.K.School of Business Management, Gujarat University 1996 — 1998
MBA
St. Xavier's College 1993 — 1996
BS
Jeff Snowden's Wachovia Experience February 2007 - April 2008
Job Energy and Banking
Industry Oil & Energy
Experience
Paradise Cafe L.L.C. August 2009 - Present
StoneBranch Energy April 2008 - Present
Wachovia February 2007 - April 2008
Royal Bank of Canada January 2000 - February 2007
Advisors Financial August 1997 - January 2000
Skills
Financial Analysis, Financial Modeling, Banking, Corporate Finance, Due Diligence, Risk Management, Forecasting, Portfolio Management, Credit, Financial Reporting, Valuation, Mergers, Analysis, Financial Risk, Negotiation, Budgets, Strategic Planning, Process Improvement, Contract Negotiation, Vendor Management, Business Planning, Business Development, Mergers & Acquisitions, Finance, Commercial Real Estate
Education
Stephen F. Austin State University 1992 — 1997
BBA, Finance & Economics
Paradise Cafe L.L.C. August 2009 - Present
StoneBranch Energy April 2008 - Present
Wachovia February 2007 - April 2008
Royal Bank of Canada January 2000 - February 2007
Advisors Financial August 1997 - January 2000
Skills
Financial Analysis, Financial Modeling, Banking, Corporate Finance, Due Diligence, Risk Management, Forecasting, Portfolio Management, Credit, Financial Reporting, Valuation, Mergers, Analysis, Financial Risk, Negotiation, Budgets, Strategic Planning, Process Improvement, Contract Negotiation, Vendor Management, Business Planning, Business Development, Mergers & Acquisitions, Finance, Commercial Real Estate
Education
Stephen F. Austin State University 1992 — 1997
BBA, Finance & Economics
ERIC NICOLAS NAJERA's Wachovia Experience February 2007 - December 2010
Job at STANDARD AND POORS
Industry Program Development
Experience
Standard & Poor's December 2010 - Present
Wachovia February 2007 - December 2010
Education
Southern Methodist University 2001 — 2003
BSFA, ECONOMICS WITH FINANCIAL APPLICATIONS CONCENTRATION
University of Richmond - Robins School of Business 1998 — 2001
BBA, FINANCE
Standard & Poor's December 2010 - Present
Wachovia February 2007 - December 2010
Education
Southern Methodist University 2001 — 2003
BSFA, ECONOMICS WITH FINANCIAL APPLICATIONS CONCENTRATION
University of Richmond - Robins School of Business 1998 — 2001
BBA, FINANCE
Julie Bouhuys's Wachovia Experience August 1994 - October 2006
Job CEO at Concerto Asset Management
Industry Investment Management
Experience
Concerto Asset Management, LLC January 2007 - Present
Wachovia August 1994 - October 2006
Wachovia Securities 2002 - 2004
First Union National Bank 1996 - 2002
First Union National Bank 1994 - 1996
Chemical Bank 1983 - 1994
Manufacturers Hanover Trust Company 1983 - 1994
Skills
Asset Managment, Investments, Alternative Investments, Investment Management, Capital Markets, High Yield, Fixed Income, Leveraged Finance, Portfolio Management, Bonds, Loans, Securities, Trading, Risk Management, Enterprise Risk..., Investment Banking, Technology Management, Technology Needs..., Compliance, Change Management, Management, Art Education, Restructuring, Equities, Asset Management, Due Diligence, Structured Finance, Private Equity, Derivatives, Valuation, Financial Modeling, Hedge Funds, Corporate Finance, Credit
Education
Southern Methodist University 1980 — 1983
BBA Finance; BFA Theatre Arts, Finance, General
Concerto Asset Management, LLC January 2007 - Present
Wachovia August 1994 - October 2006
Wachovia Securities 2002 - 2004
First Union National Bank 1996 - 2002
First Union National Bank 1994 - 1996
Chemical Bank 1983 - 1994
Manufacturers Hanover Trust Company 1983 - 1994
Skills
Asset Managment, Investments, Alternative Investments, Investment Management, Capital Markets, High Yield, Fixed Income, Leveraged Finance, Portfolio Management, Bonds, Loans, Securities, Trading, Risk Management, Enterprise Risk..., Investment Banking, Technology Management, Technology Needs..., Compliance, Change Management, Management, Art Education, Restructuring, Equities, Asset Management, Due Diligence, Structured Finance, Private Equity, Derivatives, Valuation, Financial Modeling, Hedge Funds, Corporate Finance, Credit
Education
Southern Methodist University 1980 — 1983
BBA Finance; BFA Theatre Arts, Finance, General
Andrew Gooden, PMP, ITIL's Wachovia Experience May 2008 - December 2009
Job Senior Project Manager (Consultant) at Bridgepoint Education
Industry Information Technology and Services
Experience
Bridgepoint Education July 2012 - Present
US Army ILE Instructor 2010 - 2013
Trace3 July 2011 - June 2012
LPL Financial March 2010 - June 2011
Wachovia May 2008 - December 2009
Technology Project Management May 2008 - December 2009
U.S. Army Reserve / National Guard June 1984 - November 2009
Communications Technologies November 2006 - September 2007
CSC July 1998 - February 2006
U.S. ARMY August 2004 - November 2005
Skills
Certified Project..., Cross-functional Team..., International Leadership, Program Management, Integration, MS Project, Project Planning, Business Intelligence, Management, PMO, Strategic Planning, Vendor Management, Business Analysis, Leadership Development, Change Management, Budgets, PMP, Telecommunications, ITIL Certified, Active DoD Secret..., Active Directory, SDLC, Analysis, Business Process..., Databases, Disaster Recovery, Enterprise Architecture, IT Management, IT Strategy, Infrastructure, Leadership, Networking, Process Improvement, Project Delivery, Project Portfolio..., Security, Servers, Start-ups, Strategy, Visio, Team Leadership, Project Management, Data Center, Testing, Training, Resource Management, ITIL, Microsoft Project
Education
U.S. Army Command and General Staff College 2005 — 2006
N/A, Military (Operational) Leadership
Western New England University 1988 — 1990
B.A, Mathematics
Springfield Technical Community College 1986 — 1988
A.S, Civil Engineering Technology
Bridgepoint Education July 2012 - Present
US Army ILE Instructor 2010 - 2013
Trace3 July 2011 - June 2012
LPL Financial March 2010 - June 2011
Wachovia May 2008 - December 2009
Technology Project Management May 2008 - December 2009
U.S. Army Reserve / National Guard June 1984 - November 2009
Communications Technologies November 2006 - September 2007
CSC July 1998 - February 2006
U.S. ARMY August 2004 - November 2005
Skills
Certified Project..., Cross-functional Team..., International Leadership, Program Management, Integration, MS Project, Project Planning, Business Intelligence, Management, PMO, Strategic Planning, Vendor Management, Business Analysis, Leadership Development, Change Management, Budgets, PMP, Telecommunications, ITIL Certified, Active DoD Secret..., Active Directory, SDLC, Analysis, Business Process..., Databases, Disaster Recovery, Enterprise Architecture, IT Management, IT Strategy, Infrastructure, Leadership, Networking, Process Improvement, Project Delivery, Project Portfolio..., Security, Servers, Start-ups, Strategy, Visio, Team Leadership, Project Management, Data Center, Testing, Training, Resource Management, ITIL, Microsoft Project
Education
U.S. Army Command and General Staff College 2005 — 2006
N/A, Military (Operational) Leadership
Western New England University 1988 — 1990
B.A, Mathematics
Springfield Technical Community College 1986 — 1988
A.S, Civil Engineering Technology
Ed Muldowney's Wachovia Experience January 1998 - October 2008
Job Analytic Consultant Wells Fargo
Industry Banking
Experience
Wells Fargo 2008 - Present
Wachovia January 1998 - October 2008
Reuters Financial Software July 1996 - January 1998
Advanced Network Technologies 1995 - 1997
Snapple 1994 - 1994
Snapple 1993 - 1994
Skills
Technical Support, SDLC, Business Requirements, Visio, Vendor Management, Business Analysis, SharePoint, Requirements Analysis, Requirements Gathering, Enterprise Architecture, Disaster Recovery, Process Improvement, Risk Management, Banking, Integration
Education
State University of New York College of Agriculture and Technology at Cobleskill 1987 — 1989
Associate of Science (A.S.), Computer Science
Wells Fargo 2008 - Present
Wachovia January 1998 - October 2008
Reuters Financial Software July 1996 - January 1998
Advanced Network Technologies 1995 - 1997
Snapple 1994 - 1994
Snapple 1993 - 1994
Skills
Technical Support, SDLC, Business Requirements, Visio, Vendor Management, Business Analysis, SharePoint, Requirements Analysis, Requirements Gathering, Enterprise Architecture, Disaster Recovery, Process Improvement, Risk Management, Banking, Integration
Education
State University of New York College of Agriculture and Technology at Cobleskill 1987 — 1989
Associate of Science (A.S.), Computer Science
Alexandria Benningfield's Wachovia Experience September 2002 - January 2013
Job Asset Manager at Bank of America
Industry Banking
Experience
Bank of America May 2012 - Present
Wachovia September 2002 - January 2013
Federation of Associated Health Systems December 2000 - September 2002
Skills
Loan Origination, Mortgage Banking, Loans, Credit, Banking, Mortgage Lending, Credit Analysis, FHA, Loan Servicing, Loss Mitigation, Mortgage Servicing, Refinance, Underwriting, Residential Mortgages, Real Estate, Sales
Education
University of the Incarnate Word 2008 — 2012
MBA
Southern Methodist University 1996 — 2000
B.A., International Relations
Bank of America May 2012 - Present
Wachovia September 2002 - January 2013
Federation of Associated Health Systems December 2000 - September 2002
Skills
Loan Origination, Mortgage Banking, Loans, Credit, Banking, Mortgage Lending, Credit Analysis, FHA, Loan Servicing, Loss Mitigation, Mortgage Servicing, Refinance, Underwriting, Residential Mortgages, Real Estate, Sales
Education
University of the Incarnate Word 2008 — 2012
MBA
Southern Methodist University 1996 — 2000
B.A., International Relations
Colin Craver's Wachovia Experience July 2008 - Present
Job Relationship Manager
Industry Banking
Experience
Wachovia July 2008 - Present
Bank of America March 2004 - July 2008
Education
State University of New York College at Brockport 1997 — 2001
BS, Marketing
Wachovia July 2008 - Present
Bank of America March 2004 - July 2008
Education
State University of New York College at Brockport 1997 — 2001
BS, Marketing
Jeff Sherwood's Wachovia Experience February 2007 - July 2009
Job Director of Distribution Strategies at Citibank
Industry Banking
Experience
Citibank February 2011 - Present
BSE Management, LLC February 2010 - June 2010
BSE Management, LLC February 2010 - June 2010
Wachovia February 2007 - July 2009
Wachovia (a Wells Fargo Company) 2007 - July 2009
Wachovia Bank 2007 - July 2009
Wachovia January 2005 - February 2007
First Union 1985 - 2003
Education
University of North Florida - College of Business Administration 1989 — 1991
MBA, Business
State University of New York College at Geneseo 1980 — 1984
B.S., Finance
Bainbridge guilford 1976 — 1980
Citibank February 2011 - Present
BSE Management, LLC February 2010 - June 2010
BSE Management, LLC February 2010 - June 2010
Wachovia February 2007 - July 2009
Wachovia (a Wells Fargo Company) 2007 - July 2009
Wachovia Bank 2007 - July 2009
Wachovia January 2005 - February 2007
First Union 1985 - 2003
Education
University of North Florida - College of Business Administration 1989 — 1991
MBA, Business
State University of New York College at Geneseo 1980 — 1984
B.S., Finance
Bainbridge guilford 1976 — 1980
Blaine Tober's Wachovia Experience 2003 - 2009
Job Senior Manager at Carlisle & Gallagher Consulting Group
Industry Financial Services
Experience
Carlisle & Gallagher Consulting Group August 2013 - Present
TPM, Inc. January 2013 - July 2013
Wells Fargo 2011 - 2012
Wells Fargo 2009 - 2011
Wachovia 2003 - 2009
Wachovia 2001 - 2003
First Union 1998 - 2001
First Union 1997 - 1998
First Union 1994 - 1997
CTG 1992 - 1994
Skills
Information Technology..., Organizational..., Application Portfolio..., Applications..., Relationship Management, Project Sponsorship, Vendor Management, IT Financial Management, Program Management, Architecture, Roadmap Creation, Strategic Planning, Project Management, Data Integration, Data Warehousing, Java Application..., .Net Application..., Database Design, Data Modeling, SDLC, Management Consulting, SOA, Enterprise Architecture, .NET, Integration, IT Management, Business Analysis, Agile Methodologies, Software Project..., Cross-functional Team..., Databases, Oracle, Change Management
Education
State University of New York College at Oswego 1988 — 1992
BS, Management Science, Economics
Carlisle & Gallagher Consulting Group August 2013 - Present
TPM, Inc. January 2013 - July 2013
Wells Fargo 2011 - 2012
Wells Fargo 2009 - 2011
Wachovia 2003 - 2009
Wachovia 2001 - 2003
First Union 1998 - 2001
First Union 1997 - 1998
First Union 1994 - 1997
CTG 1992 - 1994
Skills
Information Technology..., Organizational..., Application Portfolio..., Applications..., Relationship Management, Project Sponsorship, Vendor Management, IT Financial Management, Program Management, Architecture, Roadmap Creation, Strategic Planning, Project Management, Data Integration, Data Warehousing, Java Application..., .Net Application..., Database Design, Data Modeling, SDLC, Management Consulting, SOA, Enterprise Architecture, .NET, Integration, IT Management, Business Analysis, Agile Methodologies, Software Project..., Cross-functional Team..., Databases, Oracle, Change Management
Education
State University of New York College at Oswego 1988 — 1992
BS, Management Science, Economics
Lauren Coupe's Wachovia Experience May 2007 - February 2010
Job Platform Assistant at Hudson City Savings Bank
Industry Banking
Experience
Hudson City Savings Bank April 2011 - Present
Hudson City Savings Bank February 2010 - April 2011
Wachovia May 2007 - February 2010
Dr. Petix DDS July 2004 - September 2009
Skills
Banking, Cash, Customer Service, Cash Management, Outlook, PowerPoint, Microsoft Word, Leadership
Education
State University of New York at New Paltz 2005 — 2008
Bachelor of Science, Finance, Spanish
Hudson City Savings Bank April 2011 - Present
Hudson City Savings Bank February 2010 - April 2011
Wachovia May 2007 - February 2010
Dr. Petix DDS July 2004 - September 2009
Skills
Banking, Cash, Customer Service, Cash Management, Outlook, PowerPoint, Microsoft Word, Leadership
Education
State University of New York at New Paltz 2005 — 2008
Bachelor of Science, Finance, Spanish
Nestor Villanueva's Wachovia Experience 2004 - 2006
Job Mortgage Origination Manager, NMLS#415713
Industry Banking
Experience
Northwest Federal Credit Union September 2014 - Present
Wells Fargo May 2013 - August 2014
BB&T February 2007 - May 2013
Wachovia 2004 - 2006
Skills
100% Financing for..., Residential Mortgages, FHA, VA, Refinance, Mortgage Lending, Loans, VA loans, REO, Consumer Lending, FHA financing, Loan Origination, Mortgage Banking, Lines Of Credit, Small Business Lending, Commercial Lending, Credit Analysis, Underwriting, FHA Financing
Education
Strayer University (VA)
Finance, Business Administration
Northwest Federal Credit Union September 2014 - Present
Wells Fargo May 2013 - August 2014
BB&T February 2007 - May 2013
Wachovia 2004 - 2006
Skills
100% Financing for..., Residential Mortgages, FHA, VA, Refinance, Mortgage Lending, Loans, VA loans, REO, Consumer Lending, FHA financing, Loan Origination, Mortgage Banking, Lines Of Credit, Small Business Lending, Commercial Lending, Credit Analysis, Underwriting, FHA Financing
Education
Strayer University (VA)
Finance, Business Administration
Doug Prather's Wachovia Experience May 2006 - 2009
Job Developing code
Industry Information Technology and Services
Experience
Wells Fargo Home Mortgage December 2009 - Present
Wachovia, A Wells Fargo Company October 2008 - January 2010
Wachovia May 2006 - 2009
Wachovia Bank / World Savings 2003 - 2009
World Savings 2003 - 2006
Education
Stephen F. Austin State University 1977 — 1980
BBA, Info Systems
Wells Fargo Home Mortgage December 2009 - Present
Wachovia, A Wells Fargo Company October 2008 - January 2010
Wachovia May 2006 - 2009
Wachovia Bank / World Savings 2003 - 2009
World Savings 2003 - 2006
Education
Stephen F. Austin State University 1977 — 1980
BBA, Info Systems
Christine Houston's Wachovia Experience 2005 - 2008
Job Business Systems Consultant at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo 2014 - Present
Bank of America March 2012 - October 2013
Bank of America June 2009 - November 2011
Wachovia 2005 - 2008
Verizon 2005 - 2005
IBM 1998 - 2004
Skills
JAD, Business Requirements, Requirements Gathering, Use Case, Gap Analysis, RequisitePro, Functional..., Use Case Analysis, Requirements..., User Acceptance Testing, SDLC, Waterfall, Process Modeling, Reference Data, Functional Design, Business Analysis, Requirements Analysis, Data Analysis, Business Process..., Data Modeling, Visio, Data Warehousing, Business Process, Software Project..., Data Migration, Enterprise Architecture
Education
St. Petersburg College
University of North Carolina at Charlotte
Wells Fargo 2014 - Present
Bank of America March 2012 - October 2013
Bank of America June 2009 - November 2011
Wachovia 2005 - 2008
Verizon 2005 - 2005
IBM 1998 - 2004
Skills
JAD, Business Requirements, Requirements Gathering, Use Case, Gap Analysis, RequisitePro, Functional..., Use Case Analysis, Requirements..., User Acceptance Testing, SDLC, Waterfall, Process Modeling, Reference Data, Functional Design, Business Analysis, Requirements Analysis, Data Analysis, Business Process..., Data Modeling, Visio, Data Warehousing, Business Process, Software Project..., Data Migration, Enterprise Architecture
Education
St. Petersburg College
University of North Carolina at Charlotte
Heather Donbrosky's Wachovia Experience April 2007 - August 2008
Job Executive Assistant
Industry Investment Banking
Experience
Eastdil Secured / Wells Fargo Securities October 2011 - Present
Nationwide Insurance October 2010 - October 2011
KBW August 2008 - October 2010
Wachovia April 2007 - August 2008
Bayfront Medical Center September 1996 - April 2007
W.R. Adams Company May 1995 - September 1996
W.R. Adams Company, Inc July 1994 - May 1995
The Church of Jesus Christ of Latter-day Saints January 1993 - July 1994
JC Resorts January 1991 - January 1993
Skills
Administrative..., Management, Budgets
Education
St. Petersburg College
Business Management
Eastdil Secured / Wells Fargo Securities October 2011 - Present
Nationwide Insurance October 2010 - October 2011
KBW August 2008 - October 2010
Wachovia April 2007 - August 2008
Bayfront Medical Center September 1996 - April 2007
W.R. Adams Company May 1995 - September 1996
W.R. Adams Company, Inc July 1994 - May 1995
The Church of Jesus Christ of Latter-day Saints January 1993 - July 1994
JC Resorts January 1991 - January 1993
Skills
Administrative..., Management, Budgets
Education
St. Petersburg College
Business Management
Deidra Mayes's Wachovia Experience June 2009 - July 2010
Job Law Clerk
Industry Law Practice
Experience
Barganier Law Group August 2013 - Present
Wachovia June 2009 - July 2010
Birmingham Water Works May 2008 - August 2008
Skills
Microsoft Office, Customer Service, Microsoft Excel, Banking, Microsoft Word, Leadership, Public Speaking, Management, Research, Risk Management, Music Education
Education
Mark Yarbrough Real Estate School 2015 — 2015
Real Estate
Miles Law School 2011 — 2014
Juris Doctorate, Law
Southern University Law Center 2010 — 2011
Jurist Doctorate
Tuskegee University 2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government
Barganier Law Group August 2013 - Present
Wachovia June 2009 - July 2010
Birmingham Water Works May 2008 - August 2008
Skills
Microsoft Office, Customer Service, Microsoft Excel, Banking, Microsoft Word, Leadership, Public Speaking, Management, Research, Risk Management, Music Education
Education
Mark Yarbrough Real Estate School 2015 — 2015
Real Estate
Miles Law School 2011 — 2014
Juris Doctorate, Law
Southern University Law Center 2010 — 2011
Jurist Doctorate
Tuskegee University 2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government
Andrew Krzesinski's Wachovia Experience July 2004 - December 2008
Job Vice President Commercial Banking at Yadkin Bank
Industry Banking
Experience
Yadkin Bank October 2013 - Present
Rain Bird Corporation January 2009 - September 2013
Wachovia July 2004 - December 2008
BB&T January 2004 - July 2004
BB&T October 2001 - January 2004
Skills
Treasury Management, Strategic Planning, Commercial Lending, Financial Analysis, Credit Analysis, New Business Development, Loans, Forecasting, Credit, Consumer Lending, Finance, Business Development
Education
Saint John Fisher College 1994 — 1998
B.A., Finance
Yadkin Bank October 2013 - Present
Rain Bird Corporation January 2009 - September 2013
Wachovia July 2004 - December 2008
BB&T January 2004 - July 2004
BB&T October 2001 - January 2004
Skills
Treasury Management, Strategic Planning, Commercial Lending, Financial Analysis, Credit Analysis, New Business Development, Loans, Forecasting, Credit, Consumer Lending, Finance, Business Development
Education
Saint John Fisher College 1994 — 1998
B.A., Finance
george karaganeas's Wachovia Experience January 2007 - March 2009
Job Business System Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo March 2012 - Present
Wells Fargo Advisors March 2009 - March 2012
Wachovia January 2007 - March 2009
Skills
SDLC, Business Analysis, Requirements Analysis, Visio, Requirements Gathering, DB2, Banking, Software Project..., COBOL, SharePoint, MS Project, Mainframe, Xpediter, Abend-Aid, IDCAMS, CA-7/11, JCL, Fileaid, Panvalet, SPUFI, Teradata Data Warehouse, MicroStrategy Reporting, Microsoft Excel, CICS, Change Management, TSO, Microsoft Word, MVS, IMS DB/DC, Microsoft Office, VSAM, Project Management, XML, SQL, eztrieve, Outlook
Education
SUNY Oswego 1969 — 1972
Bachelor of Science (BS), Business Administration and Management, General, 2.9
SUNY Oswego 1968 — 1972
Bachelor of Science (BS), Economics
Wells Fargo March 2012 - Present
Wells Fargo Advisors March 2009 - March 2012
Wachovia January 2007 - March 2009
Skills
SDLC, Business Analysis, Requirements Analysis, Visio, Requirements Gathering, DB2, Banking, Software Project..., COBOL, SharePoint, MS Project, Mainframe, Xpediter, Abend-Aid, IDCAMS, CA-7/11, JCL, Fileaid, Panvalet, SPUFI, Teradata Data Warehouse, MicroStrategy Reporting, Microsoft Excel, CICS, Change Management, TSO, Microsoft Word, MVS, IMS DB/DC, Microsoft Office, VSAM, Project Management, XML, SQL, eztrieve, Outlook
Education
SUNY Oswego 1969 — 1972
Bachelor of Science (BS), Business Administration and Management, General, 2.9
SUNY Oswego 1968 — 1972
Bachelor of Science (BS), Economics
Cheryl Ifill's Wachovia Experience 2006 - 2009
Job Assistant Vice President, Commercial Banking Credit Analyst at Wells Fargo Company
Industry Banking
Experience
Wells Fargo Bank January 2013 - Present
Wells Fargo September 2010 - January 2013
Wachovia 2006 - 2009
BB&T 2001 - 2006
Skills
Credit, Credit Analysis, Loans, Commercial Lending, Underwriting, Portfolio Management, Small Business Lending, Lines Of Credit, Commercial Banking, Process Improvement, Nonprofits, Team Building
Education
Strayer University
Master of Business Administration (M.B.A.), Human Resources Management and Services
Virginia Polytechnic Institute and State University
Bachelor of Science (B.S.), Financial Management
Wells Fargo Bank January 2013 - Present
Wells Fargo September 2010 - January 2013
Wachovia 2006 - 2009
BB&T 2001 - 2006
Skills
Credit, Credit Analysis, Loans, Commercial Lending, Underwriting, Portfolio Management, Small Business Lending, Lines Of Credit, Commercial Banking, Process Improvement, Nonprofits, Team Building
Education
Strayer University
Master of Business Administration (M.B.A.), Human Resources Management and Services
Virginia Polytechnic Institute and State University
Bachelor of Science (B.S.), Financial Management
Donna Morton's Wachovia Experience March 2003 - April 2006
Job BSA OFFICER
Industry Banking
Experience
Four Oaks Bank & Trust February 2012 - Present
RBC May 2006 - May 2010
Wachovia March 2003 - April 2006
Wachovia January 1998 - April 2006
Skills
Banking, Financial Analysis, Risk Management, Talent Acquisition, Retail Banking, Business Analysis, Financial Risk, Recruiting, Process Improvement, Change Management, Management Consulting
Education
Western Carolina University 2003 — 2005
Criminal Justice/Police Science
Stanly Community College 2001 — 2003
Bachelor of Applied Science (B.A.Sc.), Criminal Justice/Police Science
Four Oaks Bank & Trust February 2012 - Present
RBC May 2006 - May 2010
Wachovia March 2003 - April 2006
Wachovia January 1998 - April 2006
Skills
Banking, Financial Analysis, Risk Management, Talent Acquisition, Retail Banking, Business Analysis, Financial Risk, Recruiting, Process Improvement, Change Management, Management Consulting
Education
Western Carolina University 2003 — 2005
Criminal Justice/Police Science
Stanly Community College 2001 — 2003
Bachelor of Applied Science (B.A.Sc.), Criminal Justice/Police Science
Jason Bostic's Wachovia Experience 2001 - 2007
Job Banking Professional
Industry Banking
Experience
NCPSOA 2007 - 2012
Wells Fargo 1996 - 2011
Wachovia Bank September 2007 - March 2010
Wachovia 2001 - 2007
Wachovia 1998 - 2001
Education
St Andrews Presbyterian College 1983 — 1987
Bachelor's degree, Philosophy
NCPSOA 2007 - 2012
Wells Fargo 1996 - 2011
Wachovia Bank September 2007 - March 2010
Wachovia 2001 - 2007
Wachovia 1998 - 2001
Education
St Andrews Presbyterian College 1983 — 1987
Bachelor's degree, Philosophy
Sean Knudson's Wachovia Experience 2007 - 2008
Job Agency Owner at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance October 2010 - Present
Farmers Insurance 2010 - Present
Sepracor Pharmaceuticals June 2009 - January 2010
Wachovia 2007 - 2008
OMSI 2001 - 2003
Skills
Sales, Time Management, Project Management, Outside Sales, People Skills, Communication Skills, Management, Finance, Insurance, Teamwork, Team Leadership, Team Development, Drive...
Education
Saint Cloud State University - G.R. Herberger College of Business 1999 — 2001
Bachelor's degree, Finance, General
Farmers Insurance October 2010 - Present
Farmers Insurance 2010 - Present
Sepracor Pharmaceuticals June 2009 - January 2010
Wachovia 2007 - 2008
OMSI 2001 - 2003
Skills
Sales, Time Management, Project Management, Outside Sales, People Skills, Communication Skills, Management, Finance, Insurance, Teamwork, Team Leadership, Team Development, Drive...
Education
Saint Cloud State University - G.R. Herberger College of Business 1999 — 2001
Bachelor's degree, Finance, General
Kevin Hackett's Wachovia Experience October 2008 - December 2010
Job Affluent Segment Leader at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2014 - Present
Wells Fargo January 2012 - December 2013
Wells Fargo January 2010 - January 2012
Wachovia October 2008 - December 2010
Skills
Leadership, Sales
Education
University of South Florida 2002 — 2005
Bachelor of Science (BS), Finance and Financial Management Services
St. Petersburg College 2000 — 2003
Associate's degree, Business Administration and Management, General
Wells Fargo January 2014 - Present
Wells Fargo January 2012 - December 2013
Wells Fargo January 2010 - January 2012
Wachovia October 2008 - December 2010
Skills
Leadership, Sales
Education
University of South Florida 2002 — 2005
Bachelor of Science (BS), Finance and Financial Management Services
St. Petersburg College 2000 — 2003
Associate's degree, Business Administration and Management, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.