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
George Zimzores George Zimzores's Wachovia Experience June 2000 - October 2008
Job at City of Houston
Industry Law Enforcement
Experience
City of Houston May 2009 - Present
Wachovia June 2000 - October 2008
Skills
Risk Management, Management, Public Speaking, Fraud, Vendor Management, Process Improvement, Employee Training, Project Management, Team Building, Policy, Program Management, Leadership, Security, Visio, Training, SDLC, Microsoft Office, Software Documentation, Access, Leadership Development
Education
Texas A&M University-Commerce 2013 — 2015
Master's Degree, Applied Criminology
Waldorf College
Bachelor's degree, Criminal Justice/Law Enforcement Administration
City of Houston May 2009 - Present
Wachovia June 2000 - October 2008
Skills
Risk Management, Management, Public Speaking, Fraud, Vendor Management, Process Improvement, Employee Training, Project Management, Team Building, Policy, Program Management, Leadership, Security, Visio, Training, SDLC, Microsoft Office, Software Documentation, Access, Leadership Development
Education
Texas A&M University-Commerce 2013 — 2015
Master's Degree, Applied Criminology
Waldorf College
Bachelor's degree, Criminal Justice/Law Enforcement Administration
Edward R. Sanchez, MBA Edward R. Sanchez, MBA's Wachovia Experience February 2004 - February 2006
Job Marketing Strategist/Consultant ◆ Operations/Process Management ◆ Communications & PR
Industry Management Consulting
Experience
Royal Riding December 2013 - Present
FAME Inc. January 2012 - May 2013
OmniUpdate, Inc. January 2011 - December 2011
University of Hawaii - Kaua’i Community College March 2009 - September 2010
Wells Fargo July 2008 - January 2009
Nelnet Campus Solutions February 2006 - September 2007
Wachovia February 2004 - February 2006
US Bank February 1998 - February 2004
KeyBank August 1996 - February 1998
Texas A&M University 1992 - 1996
Skills
Marketing, Marketing Strategy, MBA, Higher Education, Title IV, Public Speaking, Sales Presentations, Consultative Sales..., Account Management, Financial Literacy..., CRM, Client Relations Skills, Technical/Software Sales, SaaS, Program Management, Management, Operating Budgets, Federal Reporting, Spanish, Sales, Social Media Marketing, Admissions, Online Marketing, Business Development, Student Financial Aid, Training, Leadership, Customer Service, Enterprise Software, Leadership Development, Strategic Planning, Staff Development, Enrollment Management, Product Marketing, Salesforce.com, Sales Operations, Sales Management, Marketing Communications, Market Research, Business Planning, Strategic Partnerships, Time Management, Team Leadership, Team Building, Social Networking, Cold Calling, Nonprofits, New Business Development, Strategy, Event Planning
Education
University of California, Davis - Graduate School of Management 2002 — 2005
MBA, Marketing
Texas A&M University 1987 — 1991
BA, History
Royal Riding December 2013 - Present
FAME Inc. January 2012 - May 2013
OmniUpdate, Inc. January 2011 - December 2011
University of Hawaii - Kaua’i Community College March 2009 - September 2010
Wells Fargo July 2008 - January 2009
Nelnet Campus Solutions February 2006 - September 2007
Wachovia February 2004 - February 2006
US Bank February 1998 - February 2004
KeyBank August 1996 - February 1998
Texas A&M University 1992 - 1996
Skills
Marketing, Marketing Strategy, MBA, Higher Education, Title IV, Public Speaking, Sales Presentations, Consultative Sales..., Account Management, Financial Literacy..., CRM, Client Relations Skills, Technical/Software Sales, SaaS, Program Management, Management, Operating Budgets, Federal Reporting, Spanish, Sales, Social Media Marketing, Admissions, Online Marketing, Business Development, Student Financial Aid, Training, Leadership, Customer Service, Enterprise Software, Leadership Development, Strategic Planning, Staff Development, Enrollment Management, Product Marketing, Salesforce.com, Sales Operations, Sales Management, Marketing Communications, Market Research, Business Planning, Strategic Partnerships, Time Management, Team Leadership, Team Building, Social Networking, Cold Calling, Nonprofits, New Business Development, Strategy, Event Planning
Education
University of California, Davis - Graduate School of Management 2002 — 2005
MBA, Marketing
Texas A&M University 1987 — 1991
BA, History
Bill Sigler's Wachovia Experience May 2001 - May 2006
Job Senior Writer at Capital Group
Industry Financial Services
Experience
Capital Group February 2015 - Present
ING 2006 - June 2014
Wachovia May 2001 - May 2006
Evergreen Investments March 1997 - May 2001
T. Rowe Price June 1986 - March 1996
Skills
Investment Management, Corporate Communications, Advertising, Marketing, Investments, Content Management, Mutual Funds, Marketing Communications, Content Strategy, Financial Services, Web Content Management, Email Marketing, Copywriting, Online Marketing, Newsletters, Asset Management, SEO, Investment..., E-commerce, Creative Writing, News Writing
Education
The Johns Hopkins University
B.A.
Marblehead High School
Capital Group February 2015 - Present
ING 2006 - June 2014
Wachovia May 2001 - May 2006
Evergreen Investments March 1997 - May 2001
T. Rowe Price June 1986 - March 1996
Skills
Investment Management, Corporate Communications, Advertising, Marketing, Investments, Content Management, Mutual Funds, Marketing Communications, Content Strategy, Financial Services, Web Content Management, Email Marketing, Copywriting, Online Marketing, Newsletters, Asset Management, SEO, Investment..., E-commerce, Creative Writing, News Writing
Education
The Johns Hopkins University
B.A.
Marblehead High School
David Grimes III David Grimes III's Wachovia Experience June 2003 - August 2008
Job Account Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2013 - Present
Wells Fargo Bank April 2011 - August 2013
Wells Fargo May 2009 - April 2011
Rackspace Hosting 2008 - 2009
Wachovia June 2003 - August 2008
World Savings 2003 - 2006
Mosaic August 2004 - May 2005
Best Buy April 1993 - June 2003
Skills
Loans, Mortgage Lending, Credit Analysis, Banking, Sales, Risk Management, Retail Sales, Loan Origination, Strategic Financial..., Training, Finance, Management, Analysis, Program Management, Call Centers, Portfolio Management, Business Development, Refinance, Coaching, Loan Servicing, Customer Service, Mortgage Banking, Leadership, Financial Planning
Education
Texas A&M University 1991 — 1992
Bioengineering
LBJ Science Academy 1987 — 1991
Wells Fargo August 2013 - Present
Wells Fargo Bank April 2011 - August 2013
Wells Fargo May 2009 - April 2011
Rackspace Hosting 2008 - 2009
Wachovia June 2003 - August 2008
World Savings 2003 - 2006
Mosaic August 2004 - May 2005
Best Buy April 1993 - June 2003
Skills
Loans, Mortgage Lending, Credit Analysis, Banking, Sales, Risk Management, Retail Sales, Loan Origination, Strategic Financial..., Training, Finance, Management, Analysis, Program Management, Call Centers, Portfolio Management, Business Development, Refinance, Coaching, Loan Servicing, Customer Service, Mortgage Banking, Leadership, Financial Planning
Education
Texas A&M University 1991 — 1992
Bioengineering
LBJ Science Academy 1987 — 1991
Dina Pierce, MBA, PMP, ITIL Dina Pierce, MBA, PMP, ITIL's Wachovia Experience March 2004 - April 2007
Job Project Manager at Verizon Business
Industry Financial Services
Experience
Verizon Business Professional Services March 2011 - July 2011
Wachovia, A Wells Fargo Company February 2010 - March 2011
Bank of America November 2009 - February 2010
Wachovia, A Wells Fargo Company December 2008 - March 2009
Wachovia, A Wells Fargo Company May 2007 - August 2008
Wachovia March 2004 - April 2007
Wachovia December 2001 - March 2004
First Union November 2000 - December 2001
Bank of America November 1999 - November 2000
NationsBank August 1998 - November 1999
Skills
SDLC, IT Strategy, Project Management, PMP, ITIL, Change Management, Business Analysis, Enterprise Software, Management, Integration, Project Planning, Solution Architecture, Vendor Management, Project Portfolio..., Disaster Recovery, PMO, E-commerce, Portfolio Management, SOA, Strategic Planning, Information Technology, Mergers & Acquisitions, Business Process..., Enterprise Risk..., Relationship Management, Community Engagement
Education
Capella University 2007 — 2009
MBA, General Business Administration
University of North Carolina at Charlotte 2005 — 2006
Master Certification, Process Management
The George Washington University 2004 — 2005
Master Certification, Project Management
University of North Carolina at Charlotte 1989 — 1993
Bachelor of Science, Computer Science, Business Administration
Verizon Business Professional Services March 2011 - July 2011
Wachovia, A Wells Fargo Company February 2010 - March 2011
Bank of America November 2009 - February 2010
Wachovia, A Wells Fargo Company December 2008 - March 2009
Wachovia, A Wells Fargo Company May 2007 - August 2008
Wachovia March 2004 - April 2007
Wachovia December 2001 - March 2004
First Union November 2000 - December 2001
Bank of America November 1999 - November 2000
NationsBank August 1998 - November 1999
Skills
SDLC, IT Strategy, Project Management, PMP, ITIL, Change Management, Business Analysis, Enterprise Software, Management, Integration, Project Planning, Solution Architecture, Vendor Management, Project Portfolio..., Disaster Recovery, PMO, E-commerce, Portfolio Management, SOA, Strategic Planning, Information Technology, Mergers & Acquisitions, Business Process..., Enterprise Risk..., Relationship Management, Community Engagement
Education
Capella University 2007 — 2009
MBA, General Business Administration
University of North Carolina at Charlotte 2005 — 2006
Master Certification, Process Management
The George Washington University 2004 — 2005
Master Certification, Project Management
University of North Carolina at Charlotte 1989 — 1993
Bachelor of Science, Computer Science, Business Administration
Linda Belanger's Wachovia Experience November 2005 - January 2008
Job Customer Service Assistant at City of Arlington
Industry Government Administration
Experience
City of Arlington February 2008 - Present
Wachovia November 2005 - January 2008
Fuddruckers July 2004 - June 2005
Baker Brother's January 2004 - July 2004
Burger Street August 1998 - July 2004
Ryan's Family Steakhouse January 1995 - January 1998
Skills
Microsoft Office, Data Entry, Customer Service, Team Building, Training, Time Management, Administration, Access, Teamwork, System Administration, Outlook, Policy, Data Analysis, Public Speaking
Education
The University of Texas at Arlington 2008 — 2011
Bachelor of Science in Interdisciplinary Studies, Biology, Psychology, Sociology and Communication, 3.4 GPA
Tarrant County College 2006 — 2008
Associate of Arts, General Studies, 3.3 GPA
City of Arlington February 2008 - Present
Wachovia November 2005 - January 2008
Fuddruckers July 2004 - June 2005
Baker Brother's January 2004 - July 2004
Burger Street August 1998 - July 2004
Ryan's Family Steakhouse January 1995 - January 1998
Skills
Microsoft Office, Data Entry, Customer Service, Team Building, Training, Time Management, Administration, Access, Teamwork, System Administration, Outlook, Policy, Data Analysis, Public Speaking
Education
The University of Texas at Arlington 2008 — 2011
Bachelor of Science in Interdisciplinary Studies, Biology, Psychology, Sociology and Communication, 3.4 GPA
Tarrant County College 2006 — 2008
Associate of Arts, General Studies, 3.3 GPA
Lara Richardson Lara Richardson's Wachovia Experience August 2006 - May 2010
Job Digital Marketing Professional
Industry Marketing and Advertising
Experience
Bank of America November 2014 - Present
Yodle August 2013 - November 2014
Wells Fargo May 2010 - August 2013
Wachovia August 2006 - May 2010
Carat Fusion September 2002 - June 2006
Carat Freeman July 2000 - July 2001
Skills
Account Management, Vendor Management, Strategy, Management, Analytics, Online Advertising, Digital Marketing, SEM, Web Analytics, Integrated Marketing, Email Marketing, SEO, Digital Strategy, Online Marketing, Marketing Communications, Digital Media, Advertising, Affiliate Marketing, Brand Management, Web Marketing, Mobile Devices, Segmentation, Creative Direction, Business Strategy, E-commerce
Education
Wake Forest University - Babcock Graduate School of Management 2010 — 2012
MBA
The Johns Hopkins University 1996 — 2000
BA, Psychology
Bank of America November 2014 - Present
Yodle August 2013 - November 2014
Wells Fargo May 2010 - August 2013
Wachovia August 2006 - May 2010
Carat Fusion September 2002 - June 2006
Carat Freeman July 2000 - July 2001
Skills
Account Management, Vendor Management, Strategy, Management, Analytics, Online Advertising, Digital Marketing, SEM, Web Analytics, Integrated Marketing, Email Marketing, SEO, Digital Strategy, Online Marketing, Marketing Communications, Digital Media, Advertising, Affiliate Marketing, Brand Management, Web Marketing, Mobile Devices, Segmentation, Creative Direction, Business Strategy, E-commerce
Education
Wake Forest University - Babcock Graduate School of Management 2010 — 2012
MBA
The Johns Hopkins University 1996 — 2000
BA, Psychology
Alpesh Karsalia Alpesh Karsalia's Wachovia Experience September 2006 - July 2009
Job Senior Commercial Portfolio Manager, Vice President at Capital Bank
Industry Financial Services
Experience
Capital Bank March 2013 - Present
TD Bank Group December 2011 - March 2013
TD Bank August 2010 - December 2011
Wells Fargo July 2009 - August 2010
Wachovia September 2006 - July 2009
Skills
Credit Analysis, Loans, Commercial Banking, Financial Analysis, Banking, Valuation, Credit Risk, Finance, Portfolio Management, Investment Banking, Commercial Lending, Mortgage Lending, Credit, Fixed Income, Risk Management, Financial Modeling, Consumer Lending, Small Business Lending, Financial Risk, Relationship Management, Retail Banking, Underwriting, Cash Management, Treasury Management
Education
Temple University - Fox School of Business and Management 2002 — 2006
Bachelor of Business Administration, Finance & Real Estate
Capital Bank March 2013 - Present
TD Bank Group December 2011 - March 2013
TD Bank August 2010 - December 2011
Wells Fargo July 2009 - August 2010
Wachovia September 2006 - July 2009
Skills
Credit Analysis, Loans, Commercial Banking, Financial Analysis, Banking, Valuation, Credit Risk, Finance, Portfolio Management, Investment Banking, Commercial Lending, Mortgage Lending, Credit, Fixed Income, Risk Management, Financial Modeling, Consumer Lending, Small Business Lending, Financial Risk, Relationship Management, Retail Banking, Underwriting, Cash Management, Treasury Management
Education
Temple University - Fox School of Business and Management 2002 — 2006
Bachelor of Business Administration, Finance & Real Estate
Cassandra Kincaid's Wachovia Experience 2008 - 2008
Job Sr. IT Business Analyst at Lowe's Home Improvement
Industry Human Resources
Experience
Lowe's Home Improvement December 2013 - Present
Charlotte Works July 2012 - Present
Kincaid Consulting May 2000 - Present
Horizon Lines April 2013 - September 2013
Bank of America September 2012 - December 2012
Time Warner Cable June 2011 - March 2012
Wells Fargo Advisors October 2010 - May 2011
GMAC ResCap April 2009 - April 2010
Wachovia 2008 - 2008
FairPoint Communications 2007 - 2008
Skills
Employee Relations, Organizational..., Project Coordination, Succession Planning, Employee Engagement, Labor Relations, Strategic Planning, Compensation, Benefits Administration, Strategic Human..., Human Resource..., Employee Training, Project Planning, Leadership Development, Training Facilitation, Training, HRIS, Human Resources, Project Management, Recruiting
Education
The Johns Hopkins University 1997 — 2000
MS, Organizational Development
Towson University 1985 — 1990
BS, Finance
Lowe's Home Improvement December 2013 - Present
Charlotte Works July 2012 - Present
Kincaid Consulting May 2000 - Present
Horizon Lines April 2013 - September 2013
Bank of America September 2012 - December 2012
Time Warner Cable June 2011 - March 2012
Wells Fargo Advisors October 2010 - May 2011
GMAC ResCap April 2009 - April 2010
Wachovia 2008 - 2008
FairPoint Communications 2007 - 2008
Skills
Employee Relations, Organizational..., Project Coordination, Succession Planning, Employee Engagement, Labor Relations, Strategic Planning, Compensation, Benefits Administration, Strategic Human..., Human Resource..., Employee Training, Project Planning, Leadership Development, Training Facilitation, Training, HRIS, Human Resources, Project Management, Recruiting
Education
The Johns Hopkins University 1997 — 2000
MS, Organizational Development
Towson University 1985 — 1990
BS, Finance
C. Jeff Hill, CFP®,ChFC®,ADPA®'s Wachovia Experience 1996 - October 2011
Job Vice President, Regional Bank Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2014 - Present
Wells Fargo January 2009 - Present
Wachovia 1996 - October 2011
Central Carolina Bank (Divestiture) February 2002 - August 2002
First Union National Bank May 1996 - February 2000
Skills
Real Estate, Mergers, Credit, Portfolio Management, Customer Relations, Strategic Planning, Budgeting, Coaching, Customer Service, Accounting, Mentoring, Negotiation, Team Building, Compliance, Investments, Budgets, Mergers & Acquisitions, Strategic Financial..., Finance, Loans, Wealth Management, Mortgage Lending, Recruiting, Leadership, Asset Management, Mortgage Banking, Financial Reporting, Loan Origination, Retirement Planning, Employee Benefits, Consumer Lending, Credit Risk, Financial Advisory, Management, Retirement, Banking, Commercial Lending, Financial Planning, Small Business Lending, Risk Management, Small Business, Investment Properties, Credit Analysis, Commercial Banking, Financial Analysis
Education
The American College 2005 — 2007
CFP, Certified Financial Planner
Western Carolina University 1988 — 1992
BSBA, Business Law, Computer Information Systems
Wells Fargo October 2014 - Present
Wells Fargo January 2009 - Present
Wachovia 1996 - October 2011
Central Carolina Bank (Divestiture) February 2002 - August 2002
First Union National Bank May 1996 - February 2000
Skills
Real Estate, Mergers, Credit, Portfolio Management, Customer Relations, Strategic Planning, Budgeting, Coaching, Customer Service, Accounting, Mentoring, Negotiation, Team Building, Compliance, Investments, Budgets, Mergers & Acquisitions, Strategic Financial..., Finance, Loans, Wealth Management, Mortgage Lending, Recruiting, Leadership, Asset Management, Mortgage Banking, Financial Reporting, Loan Origination, Retirement Planning, Employee Benefits, Consumer Lending, Credit Risk, Financial Advisory, Management, Retirement, Banking, Commercial Lending, Financial Planning, Small Business Lending, Risk Management, Small Business, Investment Properties, Credit Analysis, Commercial Banking, Financial Analysis
Education
The American College 2005 — 2007
CFP, Certified Financial Planner
Western Carolina University 1988 — 1992
BSBA, Business Law, Computer Information Systems
Jackie Davenport Jackie Davenport's Wachovia Experience November 2006 - July 2010
Job Audit Manager at Wells Fargo
Industry Accounting
Experience
Wells Fargo July 2011 - Present
Bank of America July 2010 - July 2011
Wachovia November 2006 - July 2010
Wells Fargo Bank November 2006 - July 2010
Deloitte August 2004 - October 2006
Skills
Internal Audit, Auditing, Sarbanes-Oxley Act, Internal Controls, Financial Risk, Risk Management, GAAP, External Audit, CPA, Credit Risk, Operational Risk, Sarbanes-Oxley, Enterprise Risk...
Education
Syracuse University - Martin J. Whitman School of Management 2000 — 2004
Wells Fargo July 2011 - Present
Bank of America July 2010 - July 2011
Wachovia November 2006 - July 2010
Wells Fargo Bank November 2006 - July 2010
Deloitte August 2004 - October 2006
Skills
Internal Audit, Auditing, Sarbanes-Oxley Act, Internal Controls, Financial Risk, Risk Management, GAAP, External Audit, CPA, Credit Risk, Operational Risk, Sarbanes-Oxley, Enterprise Risk...
Education
Syracuse University - Martin J. Whitman School of Management 2000 — 2004
Fady Zaher Fady Zaher's Wachovia Experience March 2008 - June 2010
Job Music Teacher at Hamilton Township Public Schools
Industry Music
Experience
Hamilton Township Public Schools September 2012 - Present
Angham Music Group May 2011 - Present
Archangel Michael Church May 2005 - Present
CVS Pharmacy June 2008 - Present
Throughout Central and Northern New Jersey August 2005 - Present
Hamilton and Ewing Board of September 2007 - April 2011
Wachovia March 2008 - June 2010
TCNJ Kendall Hall June 2005 - June 2006
Skills
Pro Tools, Cubase, Cakewalk Sonar, Propellerhead Reason, Orchestration, Finale, Music Production, Music Theory, Piano, Instrumentation, C++, Java, Visual Basic, Microsoft Office, Corel Draw, Adobe Photoshop, Adobe Pagemaker, Cyberlink PowerDirector, Windows Movie Maker, Arabic, Mathematics, Composing, Arranging, East West Quantum Leaps..., Music Education, Musical Theatre, Music Industry, Composition, Public Speaking, Event Planning, Singing, Musicians, Teaching
Education
2007 The College of New Jersey (TCNJ) 2002 — 2007
Bachelor of Arts, Music Education
The College of New Jersey 2002 — 2007
Bachelor of Education (B.Ed.), Music, B
Hamilton Township Public Schools September 2012 - Present
Angham Music Group May 2011 - Present
Archangel Michael Church May 2005 - Present
CVS Pharmacy June 2008 - Present
Throughout Central and Northern New Jersey August 2005 - Present
Hamilton and Ewing Board of September 2007 - April 2011
Wachovia March 2008 - June 2010
TCNJ Kendall Hall June 2005 - June 2006
Skills
Pro Tools, Cubase, Cakewalk Sonar, Propellerhead Reason, Orchestration, Finale, Music Production, Music Theory, Piano, Instrumentation, C++, Java, Visual Basic, Microsoft Office, Corel Draw, Adobe Photoshop, Adobe Pagemaker, Cyberlink PowerDirector, Windows Movie Maker, Arabic, Mathematics, Composing, Arranging, East West Quantum Leaps..., Music Education, Musical Theatre, Music Industry, Composition, Public Speaking, Event Planning, Singing, Musicians, Teaching
Education
2007 The College of New Jersey (TCNJ) 2002 — 2007
Bachelor of Arts, Music Education
The College of New Jersey 2002 — 2007
Bachelor of Education (B.Ed.), Music, B
Douglas Tanner Montgomery Douglas Tanner Montgomery's Wachovia Experience December 2005 - January 2008
Job Private Banker at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2013 - Present
Merrill Lynch January 2008 - May 2013
Wachovia December 2005 - January 2008
Preventive Medicine and Rehabilitation Centers March 2003 - December 2005
United States Air Force September 1998 - March 2005
Skills
Wealth Management
Education
Texas State University-San Marcos 1999 — 2001
Bachelor of Business Administration (BBA), Marketing and Management, Summa Cum Laude
Morgan Stanley Wealth Management May 2013 - Present
Merrill Lynch January 2008 - May 2013
Wachovia December 2005 - January 2008
Preventive Medicine and Rehabilitation Centers March 2003 - December 2005
United States Air Force September 1998 - March 2005
Skills
Wealth Management
Education
Texas State University-San Marcos 1999 — 2001
Bachelor of Business Administration (BBA), Marketing and Management, Summa Cum Laude
Greg Brockhouse Greg Brockhouse's Wachovia Experience October 2004 - July 2008
Job Consultant: Politics, Marketing, Finance, and Sales
Industry Real Estate
Experience
InHomeVest, LLC September 2013 - Present
A-1 Commercial Cleaning, LLC October 2013 - Present
Liberty Builders of Texas January 2012 - September 2013
San Antonio City Council January 2013 - May 2013
Office of Councilman Rey Saldana June 2011 - December 2011
San Antonio Federal Credit Union February 2010 - June 2011
Office of Councilwoman Mary Alice P. Cisneros December 2008 - January 2010
Little Flower Community Development Corporation July 2008 - December 2008
Wachovia October 2004 - July 2008
World Savings May 2001 - September 2004
Skills
Team Building, Credit, Policy, Small Business, Loans, Operations Management, Logistics Management, Sales Management, Construction Management, Customer Service, Data Analysis, Real Estate, Real Estate Development, Real Estate Transactions, Strategy, Executive Management, Portfolio Management, Sales, Management, Employee Relations, Mortgage Lending, Training, Project Management, Time Management, Refinance, Financial Analysis, Loan Origination, Leadership, Banking, Marketing, Budgets, Organizational..., Start-ups
Education
Texas State University 1997 — 1999
Bachelor's, Applied Arts and Sciences
Texas State University-San Marcos
Bachelor of Applied Arts and Sciences, Certified Public Manager, State of Texas
InHomeVest, LLC September 2013 - Present
A-1 Commercial Cleaning, LLC October 2013 - Present
Liberty Builders of Texas January 2012 - September 2013
San Antonio City Council January 2013 - May 2013
Office of Councilman Rey Saldana June 2011 - December 2011
San Antonio Federal Credit Union February 2010 - June 2011
Office of Councilwoman Mary Alice P. Cisneros December 2008 - January 2010
Little Flower Community Development Corporation July 2008 - December 2008
Wachovia October 2004 - July 2008
World Savings May 2001 - September 2004
Skills
Team Building, Credit, Policy, Small Business, Loans, Operations Management, Logistics Management, Sales Management, Construction Management, Customer Service, Data Analysis, Real Estate, Real Estate Development, Real Estate Transactions, Strategy, Executive Management, Portfolio Management, Sales, Management, Employee Relations, Mortgage Lending, Training, Project Management, Time Management, Refinance, Financial Analysis, Loan Origination, Leadership, Banking, Marketing, Budgets, Organizational..., Start-ups
Education
Texas State University 1997 — 1999
Bachelor's, Applied Arts and Sciences
Texas State University-San Marcos
Bachelor of Applied Arts and Sciences, Certified Public Manager, State of Texas
Jim Pickens Jim Pickens's Wachovia Experience January 2004 - April 2004
Job Technology Program Strategy Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo October 2013 - Present
Wells Fargo July 2011 - October 2013
Wells Fargo December 2010 - July 2011
Wells Fargo October 2008 - December 2010
Wachovia, A Wells Fargo Company May 2004 - October 2008
Wachovia January 2004 - April 2004
Wachovia November 2001 - December 2003
Wachovia February 2001 - October 2001
Wachovia June 1997 - February 2001
Wachovia April 1995 - June 1997
Skills
IT Strategy, Integration, Mergers, Financial Services, Data Warehousing, SharePoint, Program Management, Process Improvement, Vendor Management, SDLC, IT Management, PMO, EPM, Banking, Enterprise Architecture, Software Project..., Risk Management, Access Control, Project Management, Project Portfolio..., Visio, MS Project, Business Analysis, Business Requirements, PMP, Leadership, Change Management, Analysis
Education
The George Washington University 2004 — 2005
Associates Certificate, Project Management
The Ohio State University 1982 — 1987
BSBA, Information Systems and Business Marketing
BHS
Wells Fargo October 2013 - Present
Wells Fargo July 2011 - October 2013
Wells Fargo December 2010 - July 2011
Wells Fargo October 2008 - December 2010
Wachovia, A Wells Fargo Company May 2004 - October 2008
Wachovia January 2004 - April 2004
Wachovia November 2001 - December 2003
Wachovia February 2001 - October 2001
Wachovia June 1997 - February 2001
Wachovia April 1995 - June 1997
Skills
IT Strategy, Integration, Mergers, Financial Services, Data Warehousing, SharePoint, Program Management, Process Improvement, Vendor Management, SDLC, IT Management, PMO, EPM, Banking, Enterprise Architecture, Software Project..., Risk Management, Access Control, Project Management, Project Portfolio..., Visio, MS Project, Business Analysis, Business Requirements, PMP, Leadership, Change Management, Analysis
Education
The George Washington University 2004 — 2005
Associates Certificate, Project Management
The Ohio State University 1982 — 1987
BSBA, Information Systems and Business Marketing
BHS
Mel Siebold's Wachovia Experience 2008 - 2009
Job Business Development Officer at PennyMAC Mortgage
Industry Banking
Experience
PennyMac Loan Services, LLC June 2014 - Present
Business Builders of North Florida November 2010 - Present
Academy Mortgage Corporation September 2013 - June 2014
PlainsCapital Bank, Prime Lending Mortgage November 2011 - September 2013
Previous Employer February 2010 - November 2011
Wachovia 2008 - 2009
Option One Mortgage 2004 - 2008
Citibank 1999 - 2004
Mercury Finance/MFN Financial 1994 - 1999
Skills
First Time Home Buyers, Sales Management, Video Email Production, Loans, Mortgage Lending, FHA, Customer Relations, Banking, Mortgage Banking, Customer Service, Underwriting, Real Estate, Coaching, Sales, Refinance, Management, Sellers, Leadership, Credit, Finance, Residential Mortgages, Loan Origination, Business Planning, Relationship Management, USDA, Credit Analysis, FHA financing, VA loans, Commercial Lending, Construction Loans, Referrals, Investments, Financial Services, Real Estate Financing, Investment Properties, Portfolio Management, FHA Financing, Business Development, Short Sales, Residential Homes, Investors, Negotiation
Education
University of Phoenix 2003 — 2005
M.B.A., Business Administration
Syracuse University - Martin J. Whitman School of Management 1987 — 1991
B.S., Marketing
PennyMac Loan Services, LLC June 2014 - Present
Business Builders of North Florida November 2010 - Present
Academy Mortgage Corporation September 2013 - June 2014
PlainsCapital Bank, Prime Lending Mortgage November 2011 - September 2013
Previous Employer February 2010 - November 2011
Wachovia 2008 - 2009
Option One Mortgage 2004 - 2008
Citibank 1999 - 2004
Mercury Finance/MFN Financial 1994 - 1999
Skills
First Time Home Buyers, Sales Management, Video Email Production, Loans, Mortgage Lending, FHA, Customer Relations, Banking, Mortgage Banking, Customer Service, Underwriting, Real Estate, Coaching, Sales, Refinance, Management, Sellers, Leadership, Credit, Finance, Residential Mortgages, Loan Origination, Business Planning, Relationship Management, USDA, Credit Analysis, FHA financing, VA loans, Commercial Lending, Construction Loans, Referrals, Investments, Financial Services, Real Estate Financing, Investment Properties, Portfolio Management, FHA Financing, Business Development, Short Sales, Residential Homes, Investors, Negotiation
Education
University of Phoenix 2003 — 2005
M.B.A., Business Administration
Syracuse University - Martin J. Whitman School of Management 1987 — 1991
B.S., Marketing
Gary Geiger Gary Geiger's Wachovia Experience July 2007 - May 2009
Job Sr. IT Manager with 15+ years experience leading support and engineering teams across IT Infrastructure and Middleware
Industry Banking
Experience
Wells Fargo Bank 2009 - Present
Wachovia July 2007 - May 2009
Wachovia CIB 2007 - 2009
Oce North America 2005 - 2007
MCI Telecommunications 1995 - 1998
MCI 1995 - 1998
Education
SUNY Polytechnic Institute 1987 — 1989
B.S., Telecommunications
University of Hartford 1986 — 1987
Wells Fargo Bank 2009 - Present
Wachovia July 2007 - May 2009
Wachovia CIB 2007 - 2009
Oce North America 2005 - 2007
MCI Telecommunications 1995 - 1998
MCI 1995 - 1998
Education
SUNY Polytechnic Institute 1987 — 1989
B.S., Telecommunications
University of Hartford 1986 — 1987
Jerry Ryan's Wachovia Experience January 2004 - December 2005
Job Vice President, Territory Sales Manager at Valley National Bank
Industry Financial Services
Experience
Valley National Bank March 2015 - Present
Wells Fargo Bank NA October 2013 - March 2015
Wells Fargo Bank NA March 2010 - October 2014
Self Employed January 2009 - March 2010
Petroleum & Franchise Capital LLC 2007 - 2008
Lehman Brothers Bank 2006 - 2007
Wachovia January 2004 - December 2005
CIT 2000 - 2004
Amercian Express Business Finance (formerly AT&T Capital Corp) 1995 - 2000
Prudential Securities 1989 - 1995
Skills
Cold Calling, Building Relationships, Product Marketing, Credit Risk, Underwriting, Mortgage Lending, Financial Analysis, Real Estate, Analysis, Banking, Loans, Credit Analysis, Financial Services, Commercial Mortgages, Finance, Small Business, Sales, Funding, Business Development, Small Business Lending, Credit, New Business Development, Commercial Banking, Cash Flow, Asset Based Lending, Portfolio Management, Structured Finance
Education
The College of New Jersey 1977 — 1981
BS, Criminal Justice
Valley National Bank March 2015 - Present
Wells Fargo Bank NA October 2013 - March 2015
Wells Fargo Bank NA March 2010 - October 2014
Self Employed January 2009 - March 2010
Petroleum & Franchise Capital LLC 2007 - 2008
Lehman Brothers Bank 2006 - 2007
Wachovia January 2004 - December 2005
CIT 2000 - 2004
Amercian Express Business Finance (formerly AT&T Capital Corp) 1995 - 2000
Prudential Securities 1989 - 1995
Skills
Cold Calling, Building Relationships, Product Marketing, Credit Risk, Underwriting, Mortgage Lending, Financial Analysis, Real Estate, Analysis, Banking, Loans, Credit Analysis, Financial Services, Commercial Mortgages, Finance, Small Business, Sales, Funding, Business Development, Small Business Lending, Credit, New Business Development, Commercial Banking, Cash Flow, Asset Based Lending, Portfolio Management, Structured Finance
Education
The College of New Jersey 1977 — 1981
BS, Criminal Justice
Mark Kuniansky Mark Kuniansky's Wachovia Experience May 2008 - August 2009
Job Business Systems Consultant at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo May 2014 - Present
ACN October 2013 - May 2014
Johnson Controls April 2013 - August 2013
Kforce Inc. July 2012 - March 2013
Duke Energy Corporation May 2011 - February 2012
Wells Fargo August 2009 - January 2011
Wachovia May 2008 - August 2009
Hewitt Associates March 2006 - May 2008
Wachovia, A Wells Fargo Company September 1996 - March 2006
First Union National Bank January 1992 - September 1996
Skills
PeopleTools, SDLC, Quality Center, PeopleSoft, HRIS, Mentoring, Large Systems..., SQL, Integration, Workday, Payroll, Requirements Gathering, Oracle, Requirements Analysis
Education
The George Washington University
A.S., Psychology, literature
University of Miami - School of Business
B.B.A., Business Administration
Wells Fargo May 2014 - Present
ACN October 2013 - May 2014
Johnson Controls April 2013 - August 2013
Kforce Inc. July 2012 - March 2013
Duke Energy Corporation May 2011 - February 2012
Wells Fargo August 2009 - January 2011
Wachovia May 2008 - August 2009
Hewitt Associates March 2006 - May 2008
Wachovia, A Wells Fargo Company September 1996 - March 2006
First Union National Bank January 1992 - September 1996
Skills
PeopleTools, SDLC, Quality Center, PeopleSoft, HRIS, Mentoring, Large Systems..., SQL, Integration, Workday, Payroll, Requirements Gathering, Oracle, Requirements Analysis
Education
The George Washington University
A.S., Psychology, literature
University of Miami - School of Business
B.B.A., Business Administration
Glenn Sneed Glenn Sneed's Wachovia Experience January 2008 - August 2011
Job Vice President/Branch Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2011 - Present
McKinney Soccer Association February 2011 - Present
Wachovia January 2008 - August 2011
Wells Fargo Bank January 2008 - August 2011
OfficeMax October 2007 - January 2008
Circuit City 2005 - 2007
Dillard's August 2001 - August 2005
Car Toys February 2001 - August 2001
Dollar General September 2000 - February 2001
Best Buy April 1995 - September 2000
Skills
Sales, Management, Customer Service, Sales Management, Team Building, Finance, Banking, Leadership, Coaching, Retail Banking, Customer Satisfaction, Relationship Management, Merchandising, Loans
Education
Tarrant County College 1995 — 1996
Liberal Arts
Tulsa Community College 1993 — 1994
psychology
Northwood university
Business Management
J.P. Morgan August 2011 - Present
McKinney Soccer Association February 2011 - Present
Wachovia January 2008 - August 2011
Wells Fargo Bank January 2008 - August 2011
OfficeMax October 2007 - January 2008
Circuit City 2005 - 2007
Dillard's August 2001 - August 2005
Car Toys February 2001 - August 2001
Dollar General September 2000 - February 2001
Best Buy April 1995 - September 2000
Skills
Sales, Management, Customer Service, Sales Management, Team Building, Finance, Banking, Leadership, Coaching, Retail Banking, Customer Satisfaction, Relationship Management, Merchandising, Loans
Education
Tarrant County College 1995 — 1996
Liberal Arts
Tulsa Community College 1993 — 1994
psychology
Northwood university
Business Management
Gin Garrett-Kreisberg Gin Garrett-Kreisberg's Wachovia Experience April 2009 - Present
Job Project Manager at Wachovia
Industry Investment Banking
Experience
Wachovia April 2009 - Present
Education
Tallahassee Community College
Wachovia April 2009 - Present
Education
Tallahassee Community College
Joe Borgia's Wachovia Experience 1992 - 2009
Job VP, Senior Relationship Manager Business Banking at Citizens Bank
Industry Banking
Experience
Citizens Bank April 2015 - Present
Wells Fargo December 2013 - April 2015
PNC Financial Services Group January 2010 - December 2013
Wachovia, A Wells Fargo Company September 2002 - February 2010
Wachovia 1992 - 2009
Wachovia, A Wells Fargo Company January 2007 - May 2007
Beneficial 1997 - 2002
Household International 1997 - 2002
Skills
Portfolio Management, Wealth Management, Coaching, Formal Credit Training, Mentoring, Certified Woman..., Cash Flow Certified, Strategic Finance, New Business Development, Customer Relations, Training, Banking, Customer Service, Loans, Commercial Banking, Mortgage Banking, Mortgage Lending, Loan Origination, Management, Strategic Planning, Financial Analysis, Sales, Business Development, Retail Banking, Credit, Financial Services, Cross Selling, CRM, Treasury Management, Small Business Lending, Commercial Lending, Underwriting, Credit Analysis, Leadership, Small Business, Consumer Lending, Relationship Management, Lines Of Credit, Cash Management, Commercial Mortgages, Executive Management, Deposits, Risk Management, SBA, Credit Risk, Cash Flow, Treasury Services, Asset Based Lending, Branch Management, Private Banking
Education
Temple University - Fox School of Business and Management 1984 — 1989
BS, Finance & Marketing
The Jack Welch Management Institute at Strayer University 2013 — 2013
Executive Certificate in Creating Winning Strategy, Executive Certificate
St John Neumann H.S. 1980 — 1984
High School, High School/Secondary Diplomas and Certificates
Citizens Bank April 2015 - Present
Wells Fargo December 2013 - April 2015
PNC Financial Services Group January 2010 - December 2013
Wachovia, A Wells Fargo Company September 2002 - February 2010
Wachovia 1992 - 2009
Wachovia, A Wells Fargo Company January 2007 - May 2007
Beneficial 1997 - 2002
Household International 1997 - 2002
Skills
Portfolio Management, Wealth Management, Coaching, Formal Credit Training, Mentoring, Certified Woman..., Cash Flow Certified, Strategic Finance, New Business Development, Customer Relations, Training, Banking, Customer Service, Loans, Commercial Banking, Mortgage Banking, Mortgage Lending, Loan Origination, Management, Strategic Planning, Financial Analysis, Sales, Business Development, Retail Banking, Credit, Financial Services, Cross Selling, CRM, Treasury Management, Small Business Lending, Commercial Lending, Underwriting, Credit Analysis, Leadership, Small Business, Consumer Lending, Relationship Management, Lines Of Credit, Cash Management, Commercial Mortgages, Executive Management, Deposits, Risk Management, SBA, Credit Risk, Cash Flow, Treasury Services, Asset Based Lending, Branch Management, Private Banking
Education
Temple University - Fox School of Business and Management 1984 — 1989
BS, Finance & Marketing
The Jack Welch Management Institute at Strayer University 2013 — 2013
Executive Certificate in Creating Winning Strategy, Executive Certificate
St John Neumann H.S. 1980 — 1984
High School, High School/Secondary Diplomas and Certificates
Nicole Glasrud Haydon, Psy.D. Nicole Glasrud Haydon, Psy.D.'s Wachovia Experience September 2000 - April 2003
Job at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2009 - Present
Wachovia, a Wells Fargo Company April 2003 - April 2009
Wachovia September 2000 - April 2003
New Hope Day Treatment Center November 1998 - August 2000
Center for Sports Psychology 1994 - 1998
Skills
Leadership Development, Vendor Management, Program Management
Education
University of Denver 1995 — 1998
Psy.D., Clinical Psychology
University of Denver 1994 — 1995
MA, Counseling Psychology
Texas Christian University 1987 — 1991
BS, Psychology
Wells Fargo April 2009 - Present
Wachovia, a Wells Fargo Company April 2003 - April 2009
Wachovia September 2000 - April 2003
New Hope Day Treatment Center November 1998 - August 2000
Center for Sports Psychology 1994 - 1998
Skills
Leadership Development, Vendor Management, Program Management
Education
University of Denver 1995 — 1998
Psy.D., Clinical Psychology
University of Denver 1994 — 1995
MA, Counseling Psychology
Texas Christian University 1987 — 1991
BS, Psychology
Thomas Kepper Thomas Kepper's Wachovia Experience 2006 - January 2010
Job General Manager at Pinnacle Converting Equipment, Inc.
Industry Machinery
Experience
Pinnacle Converting Equipment, Inc. April 2014 - Present
CB&I August 2011 - Present
Greenfield Power September 2009 - August 2011
Wachovia 2006 - January 2010
Premier, Inc. January 2005 - July 2006
Intel Corporation July 1997 - January 2005
Skills
Supply Chain Management, Business Intelligence, Industrial Engineering, Program Management, Sourcing, Purchasing, Procurement, Project Management, Vendor Management, Strategic Planning, Supply Chain, Strategy, Global Sourcing, Leadership, Supplier Risk Management, Budgets, Employee Management, Financial Reporting, Contract Negotiation, Process Improvement, Strategic Sourcing, Engineering, Business Development, Management
Education
The College of William and Mary - The Mason School of Business 1995 — 1997
MBA, Finance & Operations
Vanderbilt University 1984 — 1988
BS, Mechanical Engineering
Pinnacle Converting Equipment, Inc. April 2014 - Present
CB&I August 2011 - Present
Greenfield Power September 2009 - August 2011
Wachovia 2006 - January 2010
Premier, Inc. January 2005 - July 2006
Intel Corporation July 1997 - January 2005
Skills
Supply Chain Management, Business Intelligence, Industrial Engineering, Program Management, Sourcing, Purchasing, Procurement, Project Management, Vendor Management, Strategic Planning, Supply Chain, Strategy, Global Sourcing, Leadership, Supplier Risk Management, Budgets, Employee Management, Financial Reporting, Contract Negotiation, Process Improvement, Strategic Sourcing, Engineering, Business Development, Management
Education
The College of William and Mary - The Mason School of Business 1995 — 1997
MBA, Finance & Operations
Vanderbilt University 1984 — 1988
BS, Mechanical Engineering
Rick Carr Rick Carr's Wachovia Experience February 2005 - February 2009
Job
Industry Capital Markets
Experience
CastleOak Securities, L.P. June 2015 - Present
Deutsche Bank November 2013 - December 2014
BlueBay Asset Management November 2010 - April 2013
MKP Capital Management, LLC April 2009 - June 2010
Wachovia Capital Markets / Wells Fargo & Company February 2005 - February 2009
Wachovia February 2005 - February 2009
Citigroup July 1980 - February 2005
Skills
Fixed Income, Hedge Funds, Asset Management, Private Equity, Bonds, Institutional, Emerging Markets, Investments, Credit, Alternative Investments, Debt, Customer Relations, Private Placements, Investment Banking, Asset Managment, Customer Service, Capital Markets, FX Options, Equities, Structured Products, Bloomberg, Investment Management, Trading Systems, Trading, Options, Investment Strategies, Securities, Financial Markets, Financial Services, Financial Modeling, Portfolio Management, Equity Research, Valuation, Credit Derivatives, Equity Derivatives, Mutual Funds, Asset Allocation, Corporate Finance, Leveraged Finance, Banking
Education
The University of Chicago Booth School of Business 1978 — 1980
MBA
The Johns Hopkins University 1974 — 1978
BES
CastleOak Securities, L.P. June 2015 - Present
Deutsche Bank November 2013 - December 2014
BlueBay Asset Management November 2010 - April 2013
MKP Capital Management, LLC April 2009 - June 2010
Wachovia Capital Markets / Wells Fargo & Company February 2005 - February 2009
Wachovia February 2005 - February 2009
Citigroup July 1980 - February 2005
Skills
Fixed Income, Hedge Funds, Asset Management, Private Equity, Bonds, Institutional, Emerging Markets, Investments, Credit, Alternative Investments, Debt, Customer Relations, Private Placements, Investment Banking, Asset Managment, Customer Service, Capital Markets, FX Options, Equities, Structured Products, Bloomberg, Investment Management, Trading Systems, Trading, Options, Investment Strategies, Securities, Financial Markets, Financial Services, Financial Modeling, Portfolio Management, Equity Research, Valuation, Credit Derivatives, Equity Derivatives, Mutual Funds, Asset Allocation, Corporate Finance, Leveraged Finance, Banking
Education
The University of Chicago Booth School of Business 1978 — 1980
MBA
The Johns Hopkins University 1974 — 1978
BES
Joshua Adler Joshua Adler's Wachovia Experience 2002 - 2002
Job Director at Rosemount Consulting Partners LLC
Industry Banking
Experience
Rosemount Consulting Partners LLC August 2013 - Present
Bank of Tokyo-Mitsubishi UFJ May 2011 - July 2013
Dexia Credit Local February 2008 - May 2010
UniCredit Markets & Investment Banking October 2005 - February 2008
Depfa Bank 2005 - 2005
Wachovia 2002 - 2002
Skills
Project Finance, Structured Finance, Capital Markets, Investment Banking, Corporate Finance, Credit Analysis, Credit Risk, Derivatives, Fixed Income, Emerging Markets, Financial Modeling, Financial Structuring
Education
Syracuse University 1996 — 2001
BS, Finance, Information Technology
Rosemount Consulting Partners LLC August 2013 - Present
Bank of Tokyo-Mitsubishi UFJ May 2011 - July 2013
Dexia Credit Local February 2008 - May 2010
UniCredit Markets & Investment Banking October 2005 - February 2008
Depfa Bank 2005 - 2005
Wachovia 2002 - 2002
Skills
Project Finance, Structured Finance, Capital Markets, Investment Banking, Corporate Finance, Credit Analysis, Credit Risk, Derivatives, Fixed Income, Emerging Markets, Financial Modeling, Financial Structuring
Education
Syracuse University 1996 — 2001
BS, Finance, Information Technology
Darald Berger's Wachovia Experience June 2008 - March 2010
Job Management professional with experience in customer service, people & project mgmt, marketing, social media & leadership
Industry Information Technology and Services
Experience
Computer Services, Inc. November 2013 - Present
City of Austin March 2010 - November 2013
Wachovia June 2008 - March 2010
Dell April 2005 - June 2008
Garments To Go, Inc. August 1998 - January 2005
Army National Guard January 1992 - January 2000
Skills
Account Management, Business Relationship..., Customer Relations, Customer Service, Banking, Strategic Planning, Sales Operations, Vendor Management, Management, Team Building, Sales, Business Process..., Business Planning, Project Management, Process Improvement, Public Speaking, Event Planning, Fundraising, E-commerce, Social Media, Non-profits, Marketing Strategy, Event Management, Public Relations, Marketing, People Management, Volunteer Management, Budgeting, Government
Education
Texas A&M University 1995 — 1997
BBA, Marketing
Computer Services, Inc. November 2013 - Present
City of Austin March 2010 - November 2013
Wachovia June 2008 - March 2010
Dell April 2005 - June 2008
Garments To Go, Inc. August 1998 - January 2005
Army National Guard January 1992 - January 2000
Skills
Account Management, Business Relationship..., Customer Relations, Customer Service, Banking, Strategic Planning, Sales Operations, Vendor Management, Management, Team Building, Sales, Business Process..., Business Planning, Project Management, Process Improvement, Public Speaking, Event Planning, Fundraising, E-commerce, Social Media, Non-profits, Marketing Strategy, Event Management, Public Relations, Marketing, People Management, Volunteer Management, Budgeting, Government
Education
Texas A&M University 1995 — 1997
BBA, Marketing
Erin Coakley, CAMS Erin Coakley, CAMS's Wachovia Experience November 2008 - February 2009
Job AVP, Senior Compliance Officer at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2013 - Present
Robert Half International, Inc/JPMorgan Chase March 2013 - August 2013
Wrinkle, Gardner & Company, PC October 2011 - July 2012
FDIC March 2009 - October 2011
Wachovia November 2008 - February 2009
Bank of America June 2007 - September 2008
Skills
Banking, Credit, Finance, Loans, Auditing, Internal Audit, Accounting, Management, Investments, Program Management, Analysis
Education
The University of Texas at Arlington 2003 — 2006
Bachelors, Financial Management
Tarrant County College 1997 — 2003
AAS, Business
JPMorgan Chase August 2013 - Present
Robert Half International, Inc/JPMorgan Chase March 2013 - August 2013
Wrinkle, Gardner & Company, PC October 2011 - July 2012
FDIC March 2009 - October 2011
Wachovia November 2008 - February 2009
Bank of America June 2007 - September 2008
Skills
Banking, Credit, Finance, Loans, Auditing, Internal Audit, Accounting, Management, Investments, Program Management, Analysis
Education
The University of Texas at Arlington 2003 — 2006
Bachelors, Financial Management
Tarrant County College 1997 — 2003
AAS, Business
Kaushal Munshi Kaushal Munshi's Wachovia Experience June 2006 - September 2007
Job AVP Regulatory Solutions
Industry Financial Services
Experience
Citi January 2014 - Present
Bank of America June 2010 - December 2013
Merrill Lynch November 2007 - June 2010
Wachovia June 2006 - September 2007
Habitat for Humanity January 2001 - January 2006
Skills
Fixed Income, Equities, FX Options, Trading, Banking, Financial Services, Middle Office, Credit, Settlement, Commodity, Cash Management, CDS, Derivatives, Finance, Account Reconciliation, Investment Banking, Hedge Funds, Capital Markets, Portfolio Management, Securities, Financial Markets, Back Office, Credit Derivatives, Dodd-Frank
Education
Temple University - Fox School of Business and Management 2002 — 2006
Bachelor of Business Administration, Finance
Citi January 2014 - Present
Bank of America June 2010 - December 2013
Merrill Lynch November 2007 - June 2010
Wachovia June 2006 - September 2007
Habitat for Humanity January 2001 - January 2006
Skills
Fixed Income, Equities, FX Options, Trading, Banking, Financial Services, Middle Office, Credit, Settlement, Commodity, Cash Management, CDS, Derivatives, Finance, Account Reconciliation, Investment Banking, Hedge Funds, Capital Markets, Portfolio Management, Securities, Financial Markets, Back Office, Credit Derivatives, Dodd-Frank
Education
Temple University - Fox School of Business and Management 2002 — 2006
Bachelor of Business Administration, Finance
Ken Cluff's Wachovia Experience 2004 - 2006
Job Vice President, Market Risk Manager at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets May 2011 - Present
Fannie Mae July 2008 - May 2011
Ministry of Finance and Public Credit, Republic of Colombia November 2009 - May 2010
Fannie Mae July 2008 - November 2009
Wachovia Securities January 2004 - June 2008
Wachovia 2004 - 2006
Wachovia Securities 2003 - 2004
Bank of America 1997 - 2000
Skills
Analysis, Credit, Credit Analysis, Change Management, Capital Markets, Derivatives, Finance, Financial Risk, Financial Analysis, Financial Services, Fixed Income, Leadership, Credit Risk, Management, Mergers, Project Management, Risk Management, Financial Modeling
Education
The College of William and Mary - The Mason School of Business 2007 — 2008
MBA
Virginia Commonwealth University - School of Business 1998 — 2002
BS, Economics
BB&T Capital Markets May 2011 - Present
Fannie Mae July 2008 - May 2011
Ministry of Finance and Public Credit, Republic of Colombia November 2009 - May 2010
Fannie Mae July 2008 - November 2009
Wachovia Securities January 2004 - June 2008
Wachovia 2004 - 2006
Wachovia Securities 2003 - 2004
Bank of America 1997 - 2000
Skills
Analysis, Credit, Credit Analysis, Change Management, Capital Markets, Derivatives, Finance, Financial Risk, Financial Analysis, Financial Services, Fixed Income, Leadership, Credit Risk, Management, Mergers, Project Management, Risk Management, Financial Modeling
Education
The College of William and Mary - The Mason School of Business 2007 — 2008
MBA
Virginia Commonwealth University - School of Business 1998 — 2002
BS, Economics
Lauren F. Hall Lauren F. Hall's Wachovia Experience 1995 - 2008
Job Mental Health / Addictions Therapist
Industry Mental Health Care
Experience
Lauren F Hall Professional Counseling Services March 2013 - Present
UNC Charlotte Career Center January 2011 - June 2013
Wachovia 1995 - 2008
Wachovia Bank 1995 - 2008
Bank of America 1988 - 1995
Bill Graham Presents 1988 - 1991
Skills
Counseling, Coaching, Resume Writing, Interviewing, Career Counseling, Psychology, Leadership Development, Counselling, Organizational..., Mentoring, Executive Coaching, Team Building, Employee Relations, Program Evaluation, Performance Management, Workshop Facilitation, Program Development, Mental Health, Leadership, Career Development, MBTI, Employee Engagement, Community Outreach, Human Resources, Nonprofits, Interviews, Psychotherapy, Counseling Psychology, Employee Training, Training, Conflict Resolution, Staff Development, Family Therapy, Social Networking, Crisis Intervention, Social Services, Job Search Strategies, Management
Education
University of North Carolina at Charlotte 2010 — 2012
M.A., Clinical Mental Health Counseling w/ Substance Abuse specialization
Teachers College of Columbia University 1983 — 1984
M.A., Organizational Psychology
The University of Georgia 1979 — 1982
B.A., Psychology
Lauren F Hall Professional Counseling Services March 2013 - Present
UNC Charlotte Career Center January 2011 - June 2013
Wachovia 1995 - 2008
Wachovia Bank 1995 - 2008
Bank of America 1988 - 1995
Bill Graham Presents 1988 - 1991
Skills
Counseling, Coaching, Resume Writing, Interviewing, Career Counseling, Psychology, Leadership Development, Counselling, Organizational..., Mentoring, Executive Coaching, Team Building, Employee Relations, Program Evaluation, Performance Management, Workshop Facilitation, Program Development, Mental Health, Leadership, Career Development, MBTI, Employee Engagement, Community Outreach, Human Resources, Nonprofits, Interviews, Psychotherapy, Counseling Psychology, Employee Training, Training, Conflict Resolution, Staff Development, Family Therapy, Social Networking, Crisis Intervention, Social Services, Job Search Strategies, Management
Education
University of North Carolina at Charlotte 2010 — 2012
M.A., Clinical Mental Health Counseling w/ Substance Abuse specialization
Teachers College of Columbia University 1983 — 1984
M.A., Organizational Psychology
The University of Georgia 1979 — 1982
B.A., Psychology
Marcia Paul-Hynes Marcia Paul-Hynes's Wachovia Experience December 2005 - August 2009
Job
Industry Program Development
Experience
DC Home Buzz July 2011 - November 2011
Wachovia December 2005 - August 2009
Temple University August 2008 - May 2009
Mosaic Sales Solutions November 2003 - May 2005
Skills
Customer Service, Real Estate Development, Product Management, Strategic Planning, Operations Management, Negotiation, Financial Analysis, Supply Chain..., Asset Management, Project Coordination, Due Diligence, Financial Modeling, Communications, Valuation, Capacity Planning, CRM, Team Leadership, Real Estate Transactions, Decision Making, Cultural Diversity, Troubleshooting, Investments, Student Accommodation, Retail, Logistics, Event Planning, Commercial Real Estate, Investment Properties, Disposition, Travel Planning, Real Estate Economics, Tour Management, Real Estate
Education
University of Maryland - School of Architecture, Planning & Preservation 2010 — 2012
Master's Program, Real Estate Development
Temple University - Fox School of Business and Management 2007 — 2009
Bachelor of Business Administration, Accounting
DC Home Buzz July 2011 - November 2011
Wachovia December 2005 - August 2009
Temple University August 2008 - May 2009
Mosaic Sales Solutions November 2003 - May 2005
Skills
Customer Service, Real Estate Development, Product Management, Strategic Planning, Operations Management, Negotiation, Financial Analysis, Supply Chain..., Asset Management, Project Coordination, Due Diligence, Financial Modeling, Communications, Valuation, Capacity Planning, CRM, Team Leadership, Real Estate Transactions, Decision Making, Cultural Diversity, Troubleshooting, Investments, Student Accommodation, Retail, Logistics, Event Planning, Commercial Real Estate, Investment Properties, Disposition, Travel Planning, Real Estate Economics, Tour Management, Real Estate
Education
University of Maryland - School of Architecture, Planning & Preservation 2010 — 2012
Master's Program, Real Estate Development
Temple University - Fox School of Business and Management 2007 — 2009
Bachelor of Business Administration, Accounting
King McGlaughon King McGlaughon's Wachovia Experience March 2006 - July 2011
Job Chief Executive Officer at Foundation Source
Industry Philanthropy
Experience
Foundation Source August 2011 - March 2014
Wells Fargo January 2009 - July 2011
Wachovia March 2006 - July 2011
The American College 2003 - 2006
Merrill Lynch November 1995 - March 2003
Merrill Lynch 1995 - 2003
Skills
Philanthropy, Endowments, Non-profits, Wealth Management, Foundations, Strategic Planning, Board Development, Corporate Governance, Corporate Social..., Public Speaking, Conference Speaking, Speaking Engagements, Asset Managment, Public Relations, Equities, Community Outreach, High Net Worth..., Planned Giving, Investment Advisory, Grants, Charities, Wealth Management..., Trusts, Organizational..., Nonprofits, Estate Planning, Asset Allocation
Education
University of North Carolina School of Law 1973 — 1976
JD with honors, Law
The General Theological Seminary 1986 — 1991
M Div with Honors, Theology
University of North Carolina at Chapel Hill 1970 — 1973
BA, History, Economics
The American College 2003 — 2006
CAP, Philanthropy and Nonprofit Mgt
Foundation Source August 2011 - March 2014
Wells Fargo January 2009 - July 2011
Wachovia March 2006 - July 2011
The American College 2003 - 2006
Merrill Lynch November 1995 - March 2003
Merrill Lynch 1995 - 2003
Skills
Philanthropy, Endowments, Non-profits, Wealth Management, Foundations, Strategic Planning, Board Development, Corporate Governance, Corporate Social..., Public Speaking, Conference Speaking, Speaking Engagements, Asset Managment, Public Relations, Equities, Community Outreach, High Net Worth..., Planned Giving, Investment Advisory, Grants, Charities, Wealth Management..., Trusts, Organizational..., Nonprofits, Estate Planning, Asset Allocation
Education
University of North Carolina School of Law 1973 — 1976
JD with honors, Law
The General Theological Seminary 1986 — 1991
M Div with Honors, Theology
University of North Carolina at Chapel Hill 1970 — 1973
BA, History, Economics
The American College 2003 — 2006
CAP, Philanthropy and Nonprofit Mgt
Andrea Green, MBA, PMP Andrea Green, MBA, PMP's Wachovia Experience July 2007 - March 2008
Job Project Management Consultant at Freddie Mac
Industry Financial Services
Experience
Freddie Mac November 2013 - Present
Newbold Advisors August 2012 - October 2013
Freddie Mac October 2011 - August 2012
FANNIE MAE April 2011 - August 2011
OST, Inc. May 2009 - March 2010
Chase March 2008 - May 2009
Wachovia July 2007 - March 2008
CM IT Solutions of Northern Delaware December 2005 - February 2007
Mars, Inc July 1997 - August 2005
Skills
Program Management, Process Improvement, Change Management, Budgets, Contract Negotiation, Strategic Technology..., Programme Governance, PMP, PMO, SDLC, Project Portfolio..., Vendor Management, MS Project, Project Management, Requirements Analysis, Business Analysis, IT Management, Resource Management, Software Project..., Visio, Integration, Data Warehousing, Leadership, Risk Management, Business Intelligence, Outsourcing, Strategy, Business Process...
Education
Temple University 1995 — 1997
MBA, International Business
Temple University 1988 — 1990
BBA, Computer and Information Sciences
University of Louisiana at Lafayette 1985 — 1988
Computer Science
Freddie Mac November 2013 - Present
Newbold Advisors August 2012 - October 2013
Freddie Mac October 2011 - August 2012
FANNIE MAE April 2011 - August 2011
OST, Inc. May 2009 - March 2010
Chase March 2008 - May 2009
Wachovia July 2007 - March 2008
CM IT Solutions of Northern Delaware December 2005 - February 2007
Mars, Inc July 1997 - August 2005
Skills
Program Management, Process Improvement, Change Management, Budgets, Contract Negotiation, Strategic Technology..., Programme Governance, PMP, PMO, SDLC, Project Portfolio..., Vendor Management, MS Project, Project Management, Requirements Analysis, Business Analysis, IT Management, Resource Management, Software Project..., Visio, Integration, Data Warehousing, Leadership, Risk Management, Business Intelligence, Outsourcing, Strategy, Business Process...
Education
Temple University 1995 — 1997
MBA, International Business
Temple University 1988 — 1990
BBA, Computer and Information Sciences
University of Louisiana at Lafayette 1985 — 1988
Computer Science
Jay Culpepper Jay Culpepper's Wachovia Experience May 1997 - May 1999
Job Senior Architect at EMC
Industry Computer Software
Experience
EMC November 2012 - Present
Beach Street Consulting January 2011 - November 2012
Caelum Consulting August 2010 - January 2011
KnowledgeLake, Inc. 2010 - August 2010
Business Imaging Systems May 2008 - January 2010
EMC / Captiva Software January 2007 - April 2008
EMC 2007 - 2008
Actionpoint May 1999 - August 2006
Captiva Software 1999 - 2006
Wachovia May 1997 - May 1999
Skills
Enterprise Content..., Captiva, Document Imaging, Documentum, Document Management, Image Capture, SharePoint, Enterprise Software, Content Management, SDLC, Scanners, Integration, Solution Architecture, Business Process..., Databases, Enterprise Architecture, Pre-sales, Professional Services, Project Management, Requirements Analysis, Virtualization, Cloud Computing, SaaS
Education
Texas A&M University-Commerce 1983 — 1987
EMC November 2012 - Present
Beach Street Consulting January 2011 - November 2012
Caelum Consulting August 2010 - January 2011
KnowledgeLake, Inc. 2010 - August 2010
Business Imaging Systems May 2008 - January 2010
EMC / Captiva Software January 2007 - April 2008
EMC 2007 - 2008
Actionpoint May 1999 - August 2006
Captiva Software 1999 - 2006
Wachovia May 1997 - May 1999
Skills
Enterprise Content..., Captiva, Document Imaging, Documentum, Document Management, Image Capture, SharePoint, Enterprise Software, Content Management, SDLC, Scanners, Integration, Solution Architecture, Business Process..., Databases, Enterprise Architecture, Pre-sales, Professional Services, Project Management, Requirements Analysis, Virtualization, Cloud Computing, SaaS
Education
Texas A&M University-Commerce 1983 — 1987
Beau Tompkins Beau Tompkins's Wachovia Experience September 2007 - March 2011
Job Business Sales Consultant, Wells Fargo Merchant Services
Industry Banking
Experience
Wells Fargo February 2011 - Present
Wachovia September 2007 - March 2011
Wells Fargo Home Mortgage January 2006 - August 2007
Wells Fargo Home Mortgage October 2004 - January 2006
EquiFirst 2004 - 2004
First Union/Wachovia 2000 - 2003
First Union National Bank 1999 - 2000
Skills
Loans, Account Management, Credit, CRM, Banking, Customer Service, Finance, Financial Services, Management, Mortgage Lending, New Business Development, Underwriting, Sales, Leadership, Training, Selling, Investments, Sales Management, Team Building, Key Account Management, Relationship Management, Commercial Banking, Capital Markets
Education
The Citadel 1990 — 1994
B.S.B.A., Business Administration
Independence HS
Wells Fargo February 2011 - Present
Wachovia September 2007 - March 2011
Wells Fargo Home Mortgage January 2006 - August 2007
Wells Fargo Home Mortgage October 2004 - January 2006
EquiFirst 2004 - 2004
First Union/Wachovia 2000 - 2003
First Union National Bank 1999 - 2000
Skills
Loans, Account Management, Credit, CRM, Banking, Customer Service, Finance, Financial Services, Management, Mortgage Lending, New Business Development, Underwriting, Sales, Leadership, Training, Selling, Investments, Sales Management, Team Building, Key Account Management, Relationship Management, Commercial Banking, Capital Markets
Education
The Citadel 1990 — 1994
B.S.B.A., Business Administration
Independence HS
Abraham Herrera Abraham Herrera's Wachovia Experience September 2005 - September 2008
Job Sr. Loan Officer at Home Community Mortgage, LLC
Industry Banking
Experience
Home Community Mortgage July 2014 - Present
CMC Home Lending October 2010 - July 2014
Citibank December 2008 - October 2010
Wachovia September 2005 - September 2008
Firstmark Credit Union January 2001 - September 2005
Skills
Banking, Loans, Mortgage Lending, Leadership, Finance, Management, Training, Sales, Financial Services, Real Estate, Negotiation, Credit, Loan Origination, Credit Analysis, Mortgage Banking, Residential Mortgages
Education
Texas Christian University - M.J. Neeley School of Business
Executive Development-Petroleum Land Practices
The University of Texas at San Antonio
B.B.A., Marketing
Home Community Mortgage July 2014 - Present
CMC Home Lending October 2010 - July 2014
Citibank December 2008 - October 2010
Wachovia September 2005 - September 2008
Firstmark Credit Union January 2001 - September 2005
Skills
Banking, Loans, Mortgage Lending, Leadership, Finance, Management, Training, Sales, Financial Services, Real Estate, Negotiation, Credit, Loan Origination, Credit Analysis, Mortgage Banking, Residential Mortgages
Education
Texas Christian University - M.J. Neeley School of Business
Executive Development-Petroleum Land Practices
The University of Texas at San Antonio
B.B.A., Marketing
Bob Fetters's Wachovia Experience October 1997 - March 2002
Job Director of Corporate Real Estate at BBVA Compass
Industry Real Estate
Experience
BBVA Compass November 2013 - Present
CBRE November 2006 - November 2013
AT&T Mobility January 2006 - October 2006
SouthTrust Bank 2002 - 2005
Wachovia October 1997 - March 2002
Skills
Facilities Management, Financial Analysis, Strategic Planning, Project Management, Management
Education
The Ohio State University 1982 — 1987
Bachelor of Science (BS), Real Estate and Finance
The Ohio State University
Bachelor's degree
BBVA Compass November 2013 - Present
CBRE November 2006 - November 2013
AT&T Mobility January 2006 - October 2006
SouthTrust Bank 2002 - 2005
Wachovia October 1997 - March 2002
Skills
Facilities Management, Financial Analysis, Strategic Planning, Project Management, Management
Education
The Ohio State University 1982 — 1987
Bachelor of Science (BS), Real Estate and Finance
The Ohio State University
Bachelor's degree
Helene Hart Helene Hart's Wachovia Experience September 2007 - June 2008
Job Contract Administrator
Industry Education Management
Experience
University of Pennsylvania November 2008 - Present
Wachovia September 2007 - June 2008
The CIT Group September 2002 - September 2007
Citywide Financial Services 2000 - 2002
Comfort Inn Bensalem 1998 - 2000
Skills
Credit, Account Management, Underwriting, Cold Calling, Loans
Education
University of Pennsylvania 2010 — 2014
Temple University
University of Pennsylvania November 2008 - Present
Wachovia September 2007 - June 2008
The CIT Group September 2002 - September 2007
Citywide Financial Services 2000 - 2002
Comfort Inn Bensalem 1998 - 2000
Skills
Credit, Account Management, Underwriting, Cold Calling, Loans
Education
University of Pennsylvania 2010 — 2014
Temple University
Jaime McKenzie Jaime McKenzie's Wachovia Experience August 2007 - June 2009
Job SENIOR DERIVATIVES ANALYST, Officer, Team Lead at Bank of America
Industry Investment Banking
Experience
Bank of America February 2013 - Present
LPL Financial 2015 - 2015
LPL Financial 2015 - 2015
LPL Financial 2015 - 2015
Wells Fargo June 2010 - November 2013
Wells Fargo Corporation / Wachovia Securities January 2012 - November 2012
Wachovia August 2007 - June 2009
Lehman Brothers June 2001 - May 2006
Morgan Stanley July 1999 - February 2001
Skills
FX Options, Trading, Banking, Account Reconciliation, Access, Settlement, Financial Risk, Fixed Income, Bloomberg, Currency, Equities, Options, Derivatives, Hedge Funds, Capital Markets, Foreign Exchange, Investments, Financial Modeling, Mutual Funds, Risk Management
Education
Temple University 1988 — 1993
Associate's degree, Economics and International Business Administration
XAVERIAN HIGH SCHOOL 1984 — 1988
HS DIPLOMA, GENERAL
St. Francis of Assisi 1976 — 1984
Bank of America February 2013 - Present
LPL Financial 2015 - 2015
LPL Financial 2015 - 2015
LPL Financial 2015 - 2015
Wells Fargo June 2010 - November 2013
Wells Fargo Corporation / Wachovia Securities January 2012 - November 2012
Wachovia August 2007 - June 2009
Lehman Brothers June 2001 - May 2006
Morgan Stanley July 1999 - February 2001
Skills
FX Options, Trading, Banking, Account Reconciliation, Access, Settlement, Financial Risk, Fixed Income, Bloomberg, Currency, Equities, Options, Derivatives, Hedge Funds, Capital Markets, Foreign Exchange, Investments, Financial Modeling, Mutual Funds, Risk Management
Education
Temple University 1988 — 1993
Associate's degree, Economics and International Business Administration
XAVERIAN HIGH SCHOOL 1984 — 1988
HS DIPLOMA, GENERAL
St. Francis of Assisi 1976 — 1984
Elizabeth K. Braithwaite Elizabeth K. Braithwaite's Wachovia Experience July 2009 - August 2010
Job Cardiovascular Technologist for PacemakerArrhythmia Services at Wexner Medical Center at Ohio State University
Industry Medical Devices
Experience
Wexner Medical Center at Ohio State University February 2012 - Present
Wachovia July 2009 - August 2010
US Army September 2000 - September 2008
Meridian Property Group, Ltd. April 2006 - May 2008
The Ohio State University - Cost Per Copy Program January 1998 - January 2005
Skills
Customer Service, Training, Management, Microsoft Office, Sales, Microsoft Word, Time Management, Public Speaking, Recruiting, Interviews, Microsoft Excel, PowerPoint, Social Media, Access, Healthcare, Leadership, Marketing, Outlook, Editing, Event Planning, Troubleshooting, Advertising, Data Entry, Teamwork, Team Building, Research, Team Leadership, Process Scheduler, Contract Negotiation, Budget Management, Travel, Goal Analysis, Risk Analysis, Strategic Planning, Social Networking, Budgets
Education
The Ohio State University
Bachelor’s Degree, International Studies / Aricultural Economics
University of California, Irvine
Certificate, Project Management Principles and Practices Specialization
University of Phoenix
Master’s Degree, Business Administration
Washington Online Learning
Certificate, Paralegal
Wexner Medical Center at Ohio State University February 2012 - Present
Wachovia July 2009 - August 2010
US Army September 2000 - September 2008
Meridian Property Group, Ltd. April 2006 - May 2008
The Ohio State University - Cost Per Copy Program January 1998 - January 2005
Skills
Customer Service, Training, Management, Microsoft Office, Sales, Microsoft Word, Time Management, Public Speaking, Recruiting, Interviews, Microsoft Excel, PowerPoint, Social Media, Access, Healthcare, Leadership, Marketing, Outlook, Editing, Event Planning, Troubleshooting, Advertising, Data Entry, Teamwork, Team Building, Research, Team Leadership, Process Scheduler, Contract Negotiation, Budget Management, Travel, Goal Analysis, Risk Analysis, Strategic Planning, Social Networking, Budgets
Education
The Ohio State University
Bachelor’s Degree, International Studies / Aricultural Economics
University of California, Irvine
Certificate, Project Management Principles and Practices Specialization
University of Phoenix
Master’s Degree, Business Administration
Washington Online Learning
Certificate, Paralegal
Nakisha Ann Hall's Wachovia Experience November 2008 - November 2009
Job Learning Development Consultant III at Wells Fargo
Industry Human Resources
Experience
Wells Fargo August 2015 - Present
Fifth Third Bank August 2014 - July 2015
Wells Fargo February 2012 - August 2014
Wells Fargo December 2010 - February 2012
Wells Fargo October 2009 - December 2010
Wachovia November 2008 - November 2009
AAA Carolinas July 2005 - October 2008
Skills
Banking, Public Relations, Compliance, Administration, facilitation, learning..., Talent Management, Team Building, Mortgage Lending, Risk Management, Microsoft Office, Loan Origination, Mortgage Banking, Leadership Development, Cross Selling, Microsoft Word, Consumer Lending, Customer Service, Public Speaking, Management, Employee Training, Staff Development, Sales, Instructional Design, Call Centers, Credit, Loans, Financial Services, Customer Experience, Human Resources, Needs Analysis, Career Development, Training Facilitation, Leadership, Onboarding, Finance, Microsoft Excel, Time Management
Education
University of North Carolina at Pembroke 2015 — 2016
Bachelor's Degree, Business Administration and Management, 3.35
Association for Talent Development (formerly ASTD) 2014 — 2014
Designing Learning Certification, Learning & Development
Tennessee State University 2000 — 2003
Marketing
Wells Fargo August 2015 - Present
Fifth Third Bank August 2014 - July 2015
Wells Fargo February 2012 - August 2014
Wells Fargo December 2010 - February 2012
Wells Fargo October 2009 - December 2010
Wachovia November 2008 - November 2009
AAA Carolinas July 2005 - October 2008
Skills
Banking, Public Relations, Compliance, Administration, facilitation, learning..., Talent Management, Team Building, Mortgage Lending, Risk Management, Microsoft Office, Loan Origination, Mortgage Banking, Leadership Development, Cross Selling, Microsoft Word, Consumer Lending, Customer Service, Public Speaking, Management, Employee Training, Staff Development, Sales, Instructional Design, Call Centers, Credit, Loans, Financial Services, Customer Experience, Human Resources, Needs Analysis, Career Development, Training Facilitation, Leadership, Onboarding, Finance, Microsoft Excel, Time Management
Education
University of North Carolina at Pembroke 2015 — 2016
Bachelor's Degree, Business Administration and Management, 3.35
Association for Talent Development (formerly ASTD) 2014 — 2014
Designing Learning Certification, Learning & Development
Tennessee State University 2000 — 2003
Marketing
Cheryl Bohlin Cheryl Bohlin's Wachovia Experience June 2008 - January 2010
Job VP, WBR Risk & Compliance Analytics Marketing Database Decision Srategy Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2014 - Present
Wells Fargo January 2012 - March 2014
Wells Fargo January 2010 - December 2012
Wachovia June 2008 - January 2010
Wachovia September 2003 - June 2008
Comscore Networks Inc June 2002 - April 2003
Net2000 Communications Inc August 2001 - October 2001
XO Communications September 2000 - August 2001
Teleglobe October 1999 - August 2000
MCI November 1997 - September 1999
Skills
Analytics, SAS, Data Analysis, Business Analysis, Banking, Data Marts, Data Profiling, Reporting Design, Data Interpretation, Marketing, Financial Risk, Retirement, Data Warehousing, CRM, Strategy, Database Marketing
Education
The Johns Hopkins University - Carey Business School 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
College of William and Mary 1984 — 1988
BS, Mathematics
Blacksbrug High School
Blacksbrug High School
Blacksbrug High School
Blacksbrug High School
Wells Fargo March 2014 - Present
Wells Fargo January 2012 - March 2014
Wells Fargo January 2010 - December 2012
Wachovia June 2008 - January 2010
Wachovia September 2003 - June 2008
Comscore Networks Inc June 2002 - April 2003
Net2000 Communications Inc August 2001 - October 2001
XO Communications September 2000 - August 2001
Teleglobe October 1999 - August 2000
MCI November 1997 - September 1999
Skills
Analytics, SAS, Data Analysis, Business Analysis, Banking, Data Marts, Data Profiling, Reporting Design, Data Interpretation, Marketing, Financial Risk, Retirement, Data Warehousing, CRM, Strategy, Database Marketing
Education
The Johns Hopkins University - Carey Business School 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
College of William and Mary 1984 — 1988
BS, Mathematics
Blacksbrug High School
Blacksbrug High School
Blacksbrug High School
Blacksbrug High School
Jason Pausman's Wachovia Experience 2002 - 2004
Job IDEXX Director
Industry Veterinary
Experience
IDEXX Laboratories May 2014 - Present
Bank of America May 2011 - May 2014
Bank of America March 2010 - May 2011
Bank of America October 2008 - March 2010
Bank of America January 2007 - March 2008
Bank of America November 2005 - December 2007
Wachovia 2002 - 2004
Skills
Banking, Vendor Management, Risk Management, Credit Cards, Financial Services, Program Management, Relationship Management, Process Improvement, Strategic Planning, Change Management, Portfolio Management, Retail Banking, SDLC, Customer Experience, Business Analysis, Six Sigma, Product Management, Leadership, Cross-functional Team..., Strategy, Business Intelligence, Management, IT Strategy, PMO, Team Building, Lead Generation
Education
Wake Forest University - Babcock Graduate School of Management 2004 — 2006
Master of Business Administration (MBA)
The Citadel 1990 — 1994
BS, Education
IDEXX Laboratories May 2014 - Present
Bank of America May 2011 - May 2014
Bank of America March 2010 - May 2011
Bank of America October 2008 - March 2010
Bank of America January 2007 - March 2008
Bank of America November 2005 - December 2007
Wachovia 2002 - 2004
Skills
Banking, Vendor Management, Risk Management, Credit Cards, Financial Services, Program Management, Relationship Management, Process Improvement, Strategic Planning, Change Management, Portfolio Management, Retail Banking, SDLC, Customer Experience, Business Analysis, Six Sigma, Product Management, Leadership, Cross-functional Team..., Strategy, Business Intelligence, Management, IT Strategy, PMO, Team Building, Lead Generation
Education
Wake Forest University - Babcock Graduate School of Management 2004 — 2006
Master of Business Administration (MBA)
The Citadel 1990 — 1994
BS, Education
Kevin Janusz's Wachovia Experience September 2007 - November 2008
Job Managing Member at Cross Key Capital LLC
Industry Financial Services
Experience
Cross Key Capital LLC January 2011 - Present
HomeStreet Bank January 2011 - December 2013
Sterling Savings Bank November 2008 - January 2011
Wachovia September 2007 - November 2008
AMRESCO Commercial Finance, LLC June 1997 - September 2007
Washington State Bank August 1994 - June 1997
Bank of America October 1993 - August 1994
Seattle Nortthwest Securities Corporation May 1988 - September 1988
Skills
Financial Structuring, Capital Markets, Due Diligence, Commercial Banking, Loans, Commercial Mortgages, Finance, Investments, Real Estate Financing, Mergers & Acquisitions, Financial Statement..., Commercial Real Estate, Cash Flow, Analytical Skills, Analysis, Consumer Lending, Portfolio Management, Real Estate, Credit Analysis, Financial Modeling, Strategic Thinking, Sales, Credit, Small Business, SBA, Accounting, Underwriting, Funding, Management, Budgets, Financial Risk, Small Business Lending, Middle Market, Loan Origination, Lines Of Credit, Banking, Real Estate Economics, Commercial Lending
Education
The London School of Economics and Political Science (LSE) 1992 — 1993
Corporate Finance, Monetary Economics and International Business Strategy
University of San Diego 1987 — 1991
Bachelors Degree, Business Administration, Finance Concentration
Cross Key Capital LLC January 2011 - Present
HomeStreet Bank January 2011 - December 2013
Sterling Savings Bank November 2008 - January 2011
Wachovia September 2007 - November 2008
AMRESCO Commercial Finance, LLC June 1997 - September 2007
Washington State Bank August 1994 - June 1997
Bank of America October 1993 - August 1994
Seattle Nortthwest Securities Corporation May 1988 - September 1988
Skills
Financial Structuring, Capital Markets, Due Diligence, Commercial Banking, Loans, Commercial Mortgages, Finance, Investments, Real Estate Financing, Mergers & Acquisitions, Financial Statement..., Commercial Real Estate, Cash Flow, Analytical Skills, Analysis, Consumer Lending, Portfolio Management, Real Estate, Credit Analysis, Financial Modeling, Strategic Thinking, Sales, Credit, Small Business, SBA, Accounting, Underwriting, Funding, Management, Budgets, Financial Risk, Small Business Lending, Middle Market, Loan Origination, Lines Of Credit, Banking, Real Estate Economics, Commercial Lending
Education
The London School of Economics and Political Science (LSE) 1992 — 1993
Corporate Finance, Monetary Economics and International Business Strategy
University of San Diego 1987 — 1991
Bachelors Degree, Business Administration, Finance Concentration
Cortney Mascari Cortney Mascari's Wachovia Experience December 2002 - February 2006
Job TIAACREF Advocacy & Oversight
Industry Banking
Experience
Bank of America February 2006 - September 2012
Wachovia December 2002 - February 2006
Wachovia September 2001 - December 2002
Skills
Outstanding..., Situational Leadership, Team Leadership, Cross-team Collaboration, Performance Management, Performance Improvement, Performance Metrics, Process Improvement, Risk Management, Policy, Customer Service, Data Conversion, Microsoft Excel, Insurance, Licensing, Banking, Property & Casualty..., Analysis, Access
Education
The Ohio State University 1997 — 2001
Bachelor of Science (B.S.), Psychology
Bank of America February 2006 - September 2012
Wachovia December 2002 - February 2006
Wachovia September 2001 - December 2002
Skills
Outstanding..., Situational Leadership, Team Leadership, Cross-team Collaboration, Performance Management, Performance Improvement, Performance Metrics, Process Improvement, Risk Management, Policy, Customer Service, Data Conversion, Microsoft Excel, Insurance, Licensing, Banking, Property & Casualty..., Analysis, Access
Education
The Ohio State University 1997 — 2001
Bachelor of Science (B.S.), Psychology
Nancy Freehafer Nancy Freehafer's Wachovia Experience May 2007 - August 2008
Job Compliance Analyst and NERC CIP Lead
Industry Utilities
Experience
Duke Energy Corporation November 2011 - Present
Duke Energy May 2009 - November 2011
Wachovia May 2007 - August 2008
Mergent, Inc. February 2007 - May 2007
RR Donnelley January 2007 - February 2007
Wachovia February 2006 - November 2006
Microsoft March 2002 - January 2006
Microsoft April 2000 - March 2002
Microsoft May 1999 - April 2000
Microsoft September 1998 - May 1999
Skills
Analysis, Software Documentation, Technical Writing, Visio, Security, Program Management, Process Improvement, Quality Assurance, FrameMaker, SharePoint, Project Management, Cross-functional Team..., Databases, Content Management, Training, Business Analysis, Management
Education
The College of Wooster 1972 — 1976
BA, Sociology
The College of Wooster 1972 — 1976
The College of Wooster 1972 — 1976
Duke Energy Corporation November 2011 - Present
Duke Energy May 2009 - November 2011
Wachovia May 2007 - August 2008
Mergent, Inc. February 2007 - May 2007
RR Donnelley January 2007 - February 2007
Wachovia February 2006 - November 2006
Microsoft March 2002 - January 2006
Microsoft April 2000 - March 2002
Microsoft May 1999 - April 2000
Microsoft September 1998 - May 1999
Skills
Analysis, Software Documentation, Technical Writing, Visio, Security, Program Management, Process Improvement, Quality Assurance, FrameMaker, SharePoint, Project Management, Cross-functional Team..., Databases, Content Management, Training, Business Analysis, Management
Education
The College of Wooster 1972 — 1976
BA, Sociology
The College of Wooster 1972 — 1976
The College of Wooster 1972 — 1976
Robert Upshaw Robert Upshaw's Wachovia Experience February 2006 - June 2008
Job at USAA
Industry Information Technology and Services
Experience
USAA October 2012 - Present
USAA September 2010 - October 2012
Frost Bank February 2009 - September 2010
Wachovia - FirstPlace July 2008 - November 2008
Wachovia February 2006 - June 2008
World Savings July 2002 - February 2006
Prosodie August 1996 - March 2002
Skills
Business Analysis, SDLC, Vendor Management, Process Improvement, Banking, Visio, Business Intelligence, Risk Management, Disaster Recovery, Data Warehousing, SharePoint, Requirements Analysis
Education
Project Management Institute 2007 — 2007
PMP, Project Management Professional
Texas Tech University - Rawls College of Business 1994 — 1996
Bachelor, Management Information Systems
Texas Tech University - Rawls College of Business 1991 — 1994
Bachelor, Finance
USAA October 2012 - Present
USAA September 2010 - October 2012
Frost Bank February 2009 - September 2010
Wachovia - FirstPlace July 2008 - November 2008
Wachovia February 2006 - June 2008
World Savings July 2002 - February 2006
Prosodie August 1996 - March 2002
Skills
Business Analysis, SDLC, Vendor Management, Process Improvement, Banking, Visio, Business Intelligence, Risk Management, Disaster Recovery, Data Warehousing, SharePoint, Requirements Analysis
Education
Project Management Institute 2007 — 2007
PMP, Project Management Professional
Texas Tech University - Rawls College of Business 1994 — 1996
Bachelor, Management Information Systems
Texas Tech University - Rawls College of Business 1991 — 1994
Bachelor, Finance
Angela Smith, IMBA, GPHR Angela Smith, IMBA, GPHR's Wachovia Experience July 2007 - October 2008
Job Director, Human Resources at Aon Hewitt, a division of Aon Corporation
Industry Outsourcing/Offshoring
Experience
Aon Hewitt March 2010 - Present
Wachovia July 2007 - October 2008
Bank of America March 2006 - July 2007
Owens Corning September 2005 - February 2006
CSX Transportation May 2004 - September 2005
Wella Puerto Rico April 2003 - August 2003
Marriott Vacation Club International 1998 - 2002
Education
University of South Carolina - Darla Moore School of Business 2002 — 2004
Intl MBA, Human Resources
Tecnológico de Monterrey 2003 — 2003
Part of Graduate Program, Special Study in Latin American Business
Universidad Pontificia de Salamanca 1997 — 1997
Part of BS Program, Special Study - Spanish Language and Culture
University of Florida 1993 — 1997
BS, Public Relations/Spanish
Aon Hewitt March 2010 - Present
Wachovia July 2007 - October 2008
Bank of America March 2006 - July 2007
Owens Corning September 2005 - February 2006
CSX Transportation May 2004 - September 2005
Wella Puerto Rico April 2003 - August 2003
Marriott Vacation Club International 1998 - 2002
Education
University of South Carolina - Darla Moore School of Business 2002 — 2004
Intl MBA, Human Resources
Tecnológico de Monterrey 2003 — 2003
Part of Graduate Program, Special Study in Latin American Business
Universidad Pontificia de Salamanca 1997 — 1997
Part of BS Program, Special Study - Spanish Language and Culture
University of Florida 1993 — 1997
BS, Public Relations/Spanish
Colby Sample Colby Sample's Wachovia Experience June 2006 - September 2008
Job Sales Representative at Stryker Instruments
Industry Medical Devices
Experience
Stryker Interventional Spine July 2009 - Present
ADP October 2008 - June 2009
ADP Major Accounts 2008 - 2009
Wachovia June 2006 - September 2008
Wachovia Bank 2006 - 2008
Structure Logistics August 2002 - May 2006
Vizza Wash Services, Llc 2000 - 2002
Skills
Lead Generation, Strategic Planning, Sales, Investments, Mortgage Lending, Cold Calling, Sales Process, Sales Management, Customer Retention, Microsoft Excel, Portfolio Management, Recruiting, B2B, Sales Presentations, Consulting, Medical Devices, Capital Equipment, Spine, Product Launch, Sales Force Development, Account Management, RF, Sales Operations, Training, Leadership, Selling, Direct Sales, Market Development, Salesforce.com, Operating Room
Education
Texas Tech University 2002 — 2006
Churchill 1996 — 1999
Stryker Interventional Spine July 2009 - Present
ADP October 2008 - June 2009
ADP Major Accounts 2008 - 2009
Wachovia June 2006 - September 2008
Wachovia Bank 2006 - 2008
Structure Logistics August 2002 - May 2006
Vizza Wash Services, Llc 2000 - 2002
Skills
Lead Generation, Strategic Planning, Sales, Investments, Mortgage Lending, Cold Calling, Sales Process, Sales Management, Customer Retention, Microsoft Excel, Portfolio Management, Recruiting, B2B, Sales Presentations, Consulting, Medical Devices, Capital Equipment, Spine, Product Launch, Sales Force Development, Account Management, RF, Sales Operations, Training, Leadership, Selling, Direct Sales, Market Development, Salesforce.com, Operating Room
Education
Texas Tech University 2002 — 2006
Churchill 1996 — 1999
Karen Paul Karen Paul's Wachovia Experience April 2007 - December 2007
Job Strategic Sourcing / Procurement / Vendor Management Leader
Industry Information Technology and Services
Experience
Valero Energy Corporation November 2012 - March 2015
Daily Bread Ministries 2009 - 2014
HVHC Inc. September 2011 - August 2012
Resources Global Professionals 2009 - July 2011
Saint Lukes Hospital July 2011 - 2011
Marriott International 2008 - 2009
Wachovia April 2007 - December 2007
World Savings September 2003 - April 2007
USAA 1999 - 2002
Education
The Johns Hopkins University
Masters
University of Maryland College Park
B.S.
Valero Energy Corporation November 2012 - March 2015
Daily Bread Ministries 2009 - 2014
HVHC Inc. September 2011 - August 2012
Resources Global Professionals 2009 - July 2011
Saint Lukes Hospital July 2011 - 2011
Marriott International 2008 - 2009
Wachovia April 2007 - December 2007
World Savings September 2003 - April 2007
USAA 1999 - 2002
Education
The Johns Hopkins University
Masters
University of Maryland College Park
B.S.
Craig Hilts Craig Hilts's Wachovia Experience July 2003 - July 2005
Job Associate at Linklaters LLP
Industry Law Practice
Experience
Linklaters LLP March 2013 - Present
Sullivan & Cromwell LLP September 2008 - February 2013
Goldman Sachs January 2011 - April 2011
Sullivan & Cromwell LLP May 2007 - April 2008
FINRA May 2006 - August 2006
Wachovia July 2003 - July 2005
Skills
Securities Regulation, Capital Markets, Securities, Corporate Law, Corporate Governance, IPO
Education
The Catholic University of America, Columbus School of Law 2005 — 2008
Juris Doctor (J.D.)
Wake Forest University 1999 — 2003
Bachelor's Degree
Linklaters LLP March 2013 - Present
Sullivan & Cromwell LLP September 2008 - February 2013
Goldman Sachs January 2011 - April 2011
Sullivan & Cromwell LLP May 2007 - April 2008
FINRA May 2006 - August 2006
Wachovia July 2003 - July 2005
Skills
Securities Regulation, Capital Markets, Securities, Corporate Law, Corporate Governance, IPO
Education
The Catholic University of America, Columbus School of Law 2005 — 2008
Juris Doctor (J.D.)
Wake Forest University 1999 — 2003
Bachelor's Degree
Thomas Meade's Wachovia Experience February 2004 - September 2006
Job Commercial Officer at USG
Industry International Affairs
Experience
USG January 2013 - Present
US Department of Treasury May 2007 - Present
U.S. Department of Commerce June 2006 - April 2008
Wachovia February 2004 - September 2006
McCann Connect, Dublin, Ireland January 2003 - January 2004
360 Youth 1999 - 2003
Trinity Missions 1990 - 1990
Skills
Event Management, Private Equity, Economic Sanctions, Online Marketing, Latin America, Business Development, Analysis, Strategy, Business Strategy, New Media, Access, Marketing Strategy, Emerging Markets, Market Research, Online Advertising, Competitive Analysis, Program Management, Research, Public Policy, Private Investigations, Data Analysis, International Relations, Strategic Planning, Policy Analysis, Government, Mandarin, Spanish, Strategic Communications, Analytics, Product Development, International..., Economics, Advertising, Policy, Financial Modeling, Foreign Policy, International Economics, Diplomacy, Economic Development, Econometrics, Economic Policy, Economic Research, Political Risk Analysis, Politics, Macroeconomics, Foreign Affairs, International Trade, Management, Political Science, International Security
Education
The Johns Hopkins University 2003 — 2006
MA
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2003 — 2005
MA
New Trier
ncot
USG January 2013 - Present
US Department of Treasury May 2007 - Present
U.S. Department of Commerce June 2006 - April 2008
Wachovia February 2004 - September 2006
McCann Connect, Dublin, Ireland January 2003 - January 2004
360 Youth 1999 - 2003
Trinity Missions 1990 - 1990
Skills
Event Management, Private Equity, Economic Sanctions, Online Marketing, Latin America, Business Development, Analysis, Strategy, Business Strategy, New Media, Access, Marketing Strategy, Emerging Markets, Market Research, Online Advertising, Competitive Analysis, Program Management, Research, Public Policy, Private Investigations, Data Analysis, International Relations, Strategic Planning, Policy Analysis, Government, Mandarin, Spanish, Strategic Communications, Analytics, Product Development, International..., Economics, Advertising, Policy, Financial Modeling, Foreign Policy, International Economics, Diplomacy, Economic Development, Econometrics, Economic Policy, Economic Research, Political Risk Analysis, Politics, Macroeconomics, Foreign Affairs, International Trade, Management, Political Science, International Security
Education
The Johns Hopkins University 2003 — 2006
MA
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2003 — 2005
MA
New Trier
ncot
Sam Luu's Wachovia Experience October 2005 - April 2007
Job Manager Credit Risk Management at Dominion
Industry Utilities
Experience
Dominion August 2014 - Present
Dominion October 2011 - July 2014
Dominion July 2008 - October 2011
Wachovia Bank NA April 2007 - July 2008
Wachovia October 2005 - April 2007
Wachovia September 2004 - October 2005
The Infinity Funding Group August 2003 - September 2004
Skills
Counterparty Risk, Credit Risk, Risk Management, Credit, Financial Modeling, Bloomberg, Financial Risk, Portfolio Management, Analysis, Valuation, Loans, Due Diligence, Data Analysis, Credit Analysis, Enterprise Risk..., Commodity, Hedging, Derivatives, SAS, Risk Assessment, Risk Analysis, Energy
Education
The College of William and Mary - The Mason School of Business 2008 — 2009
Masters, Business Administration
Virginia Commonwealth University 1997 — 2002
Bachelors, Economics
Dominion August 2014 - Present
Dominion October 2011 - July 2014
Dominion July 2008 - October 2011
Wachovia Bank NA April 2007 - July 2008
Wachovia October 2005 - April 2007
Wachovia September 2004 - October 2005
The Infinity Funding Group August 2003 - September 2004
Skills
Counterparty Risk, Credit Risk, Risk Management, Credit, Financial Modeling, Bloomberg, Financial Risk, Portfolio Management, Analysis, Valuation, Loans, Due Diligence, Data Analysis, Credit Analysis, Enterprise Risk..., Commodity, Hedging, Derivatives, SAS, Risk Assessment, Risk Analysis, Energy
Education
The College of William and Mary - The Mason School of Business 2008 — 2009
Masters, Business Administration
Virginia Commonwealth University 1997 — 2002
Bachelors, Economics
Penn Avera's Wachovia Experience 2004 - 2004
Job Data Architect at EngagePointNoridianQSSI
Industry Information Technology and Services
Experience
EngagePoint-Noridian-QSSI 2013 - Present
Computer Sciences Corp. in Data Management & Big Data Practice March 2009 - Present
CSC June 2012 - August 2013
Computer Sciences Corporation 2009 - 2011
Computer Sciences Corporation 2009 - 2010
Wachovia 2004 - 2004
Skills
Enterprise Architecture, ETL, DB2, Database Design, SDLC, Integration, SQL Tuning, Oracle, Databases, Performance Tuning, Erwin, Architectures, Data Modeling, Disaster Recovery, Solution Architecture, Enterprise Software
Education
Texas A&M University 1967 — 1972
BS, Sociology(demography), Computer Science
EngagePoint-Noridian-QSSI 2013 - Present
Computer Sciences Corp. in Data Management & Big Data Practice March 2009 - Present
CSC June 2012 - August 2013
Computer Sciences Corporation 2009 - 2011
Computer Sciences Corporation 2009 - 2010
Wachovia 2004 - 2004
Skills
Enterprise Architecture, ETL, DB2, Database Design, SDLC, Integration, SQL Tuning, Oracle, Databases, Performance Tuning, Erwin, Architectures, Data Modeling, Disaster Recovery, Solution Architecture, Enterprise Software
Education
Texas A&M University 1967 — 1972
BS, Sociology(demography), Computer Science
Jason Dolat's Wachovia Experience December 2006 - March 2009
Job Director, US Card Strategy at RBC Bank
Industry Financial Services
Experience
RBC Bank (GA) March 2009 - Present
Wachovia December 2006 - March 2009
Advanta July 2002 - December 2006
USAA Federal Savings Bank August 1997 - January 2002
Skills
Credit, Portfolio Management, Analytics, P&L Management, Strategic Planning, Credit Cards, Pricing Strategy, Segmentation, Product Management, Cards, Strategy, Direct Mail Campaigns, CRM, Competitive Analysis, Financial Services, Project Management, Forecasting, Investments, Leadership, Business Strategy, Retail Banking, Database Marketing, Payments, Relationship Management, Pricing, Program Management, Debit Cards, Marketing Strategy, Mergers, Executive Management, Direct Marketing, Consumer Lending, Process Improvement, Product Marketing, Financial Modeling, Financial Analysis, Cross-functional Team..., Customer Acquisition, Business Analysis, Marketing, Customer Retention, Banking, Analysis, Treasury Management, Financial Risk, Finance, Credit Risk, Sales, Management, Risk Management
Education
The University of Texas at San Antonio 1993 — 1996
MBA, International Business
Texas State University 1988 — 1992
BBA, Marketing
RBC Bank (GA) March 2009 - Present
Wachovia December 2006 - March 2009
Advanta July 2002 - December 2006
USAA Federal Savings Bank August 1997 - January 2002
Skills
Credit, Portfolio Management, Analytics, P&L Management, Strategic Planning, Credit Cards, Pricing Strategy, Segmentation, Product Management, Cards, Strategy, Direct Mail Campaigns, CRM, Competitive Analysis, Financial Services, Project Management, Forecasting, Investments, Leadership, Business Strategy, Retail Banking, Database Marketing, Payments, Relationship Management, Pricing, Program Management, Debit Cards, Marketing Strategy, Mergers, Executive Management, Direct Marketing, Consumer Lending, Process Improvement, Product Marketing, Financial Modeling, Financial Analysis, Cross-functional Team..., Customer Acquisition, Business Analysis, Marketing, Customer Retention, Banking, Analysis, Treasury Management, Financial Risk, Finance, Credit Risk, Sales, Management, Risk Management
Education
The University of Texas at San Antonio 1993 — 1996
MBA, International Business
Texas State University 1988 — 1992
BBA, Marketing
Andrew Miller, CCP GRP's Wachovia Experience January 2004 - January 2005
Job Compensation Consultant at IBM
Industry Human Resources
Experience
IBM February 2014 - Present
Kenexa October 2010 - January 2014
Salary.com February 2005 - October 2010
Wachovia January 2004 - January 2005
Prudential Financial May 2002 - December 2003
Arc eConsultancy 2000 - 2001
Watson Wyatt 1997 - 2000
Albert Einstein College of Medicine August 1995 - August 1997
Skills
Compensation Planning, Compensation, HR Consulting, Salary, Job Evaluation, Job Descriptions, Incentive Programs, Global Compensation, Compensation Structures
Education
Vanderbilt University - Owen Graduate School of Management 1993 — 1995
MBA, Human Resources
Teachers College of Columbia University 1986 — 1988
MA, Organizational Psychology
Vassar College 1980 — 1984
BA, Psychology
IBM February 2014 - Present
Kenexa October 2010 - January 2014
Salary.com February 2005 - October 2010
Wachovia January 2004 - January 2005
Prudential Financial May 2002 - December 2003
Arc eConsultancy 2000 - 2001
Watson Wyatt 1997 - 2000
Albert Einstein College of Medicine August 1995 - August 1997
Skills
Compensation Planning, Compensation, HR Consulting, Salary, Job Evaluation, Job Descriptions, Incentive Programs, Global Compensation, Compensation Structures
Education
Vanderbilt University - Owen Graduate School of Management 1993 — 1995
MBA, Human Resources
Teachers College of Columbia University 1986 — 1988
MA, Organizational Psychology
Vassar College 1980 — 1984
BA, Psychology
Matthew McAvoy's Wachovia Experience 1997 - 2011
Job Service Banker at Wachovia Bank
Industry Banking
Experience
Wachovia Bank September 1997 - Present
Wachovia 1997 - 2011
Education
Syracuse University 1983 — 1987
Wachovia Bank September 1997 - Present
Wachovia 1997 - 2011
Education
Syracuse University 1983 — 1987
Andy Kopchinsky's Wachovia Experience May 2008 - March 2009
Job Director / Corporate Treasury Data Management at Bank of America
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
Bank of America June 2012 - June 2015
Bank of America August 2011 - July 2012
Bank of America March 2010 - August 2011
Wells Fargo March 2009 - October 2009
Wachovia May 2008 - March 2009
Wachovia October 2006 - April 2008
Wachovia August 2005 - October 2006
Wachovia July 2004 - August 2005
Prudential Securities June 2002 - July 2004
Skills
Strategy, Business Process..., Management, ERP, Project Management, Disaster Recovery, SDLC, Enterprise Software, Process Improvement, Program Management, Business Analysis, Human Resources, Leadership, Financial Services, Banking, IT Operations, Data Warehousing, Vendor Management, Financial Risk, Information Technology, Risk Management, Portfolio Management, System Administration, Mergers, Strategic Planning, Business Intelligence, Service Delivery, IT Strategy, Governance, Project Portfolio..., PMO, Mergers & Acquisitions, IT Management, Enterprise Architecture, Finance, Business Process, Outsourcing
Education
Syracuse University 1989 — 1993
BS, Information Studies
Wells Fargo June 2015 - Present
Bank of America June 2012 - June 2015
Bank of America August 2011 - July 2012
Bank of America March 2010 - August 2011
Wells Fargo March 2009 - October 2009
Wachovia May 2008 - March 2009
Wachovia October 2006 - April 2008
Wachovia August 2005 - October 2006
Wachovia July 2004 - August 2005
Prudential Securities June 2002 - July 2004
Skills
Strategy, Business Process..., Management, ERP, Project Management, Disaster Recovery, SDLC, Enterprise Software, Process Improvement, Program Management, Business Analysis, Human Resources, Leadership, Financial Services, Banking, IT Operations, Data Warehousing, Vendor Management, Financial Risk, Information Technology, Risk Management, Portfolio Management, System Administration, Mergers, Strategic Planning, Business Intelligence, Service Delivery, IT Strategy, Governance, Project Portfolio..., PMO, Mergers & Acquisitions, IT Management, Enterprise Architecture, Finance, Business Process, Outsourcing
Education
Syracuse University 1989 — 1993
BS, Information Studies
Jeffrey Estes's Wachovia Experience June 2007 - November 2009
Job
Industry Financial Services
Experience
MicroVentures July 2015 - Present
Charles Schwab March 2014 - July 2015
Charles Schwab September 2011 - March 2014
Charles Schwab November 2009 - September 2011
Wachovia June 2007 - November 2009
Skills
FINRA Series 7, FINRA Series 66, FINRA Series 9, FINRA Series 10, Leadership, Management, Finance, Portfolio Management, Investments, Financial Analysis, Technical Analysis, Customer Service, Risk Management, Training, Equities, ETFs, Mutual Funds, Options, Derivatives, Trading Strategies, Investment Strategies, Retirement Planning
Education
Texas A&M University 2002 — 2006
BSc, Economics
MicroVentures July 2015 - Present
Charles Schwab March 2014 - July 2015
Charles Schwab September 2011 - March 2014
Charles Schwab November 2009 - September 2011
Wachovia June 2007 - November 2009
Skills
FINRA Series 7, FINRA Series 66, FINRA Series 9, FINRA Series 10, Leadership, Management, Finance, Portfolio Management, Investments, Financial Analysis, Technical Analysis, Customer Service, Risk Management, Training, Equities, ETFs, Mutual Funds, Options, Derivatives, Trading Strategies, Investment Strategies, Retirement Planning
Education
Texas A&M University 2002 — 2006
BSc, Economics
Nick Clift's Wachovia Experience 2004 - 2006
Job Owner, Clift & Associates, LLC
Industry Banking
Experience
Clift & Associates, LLC September 1997 - Present
Fiserv 2008 - 2009
Wachovia 2004 - 2006
Carreker 1999 - 2002
BB&T December 1987 - December 1997
Skills
Cash Management, Treasury Management, Banking, Pricing, Commercial Banking, Payments, Payment Systems, Remote Deposit Capture, Product Management, Executive Management, Management Consulting, Bank Operations, Strategy Development, Sales Support, Strategic Planning, Sales Management, Cross Selling, Treasury Services, Electronic Payments, Business Transformation, Financial Services, Treasury, Analysis, Strategy, Internet Banking, Program Management, Risk Management, Credit Cards, Management, Retail Banking, Relationship Management
Education
University of Houston-Clear Lake 1975 — 1978
Master of Science, Studies of the Future
Texas Christian University 1971 — 1975
BA
Clift & Associates, LLC September 1997 - Present
Fiserv 2008 - 2009
Wachovia 2004 - 2006
Carreker 1999 - 2002
BB&T December 1987 - December 1997
Skills
Cash Management, Treasury Management, Banking, Pricing, Commercial Banking, Payments, Payment Systems, Remote Deposit Capture, Product Management, Executive Management, Management Consulting, Bank Operations, Strategy Development, Sales Support, Strategic Planning, Sales Management, Cross Selling, Treasury Services, Electronic Payments, Business Transformation, Financial Services, Treasury, Analysis, Strategy, Internet Banking, Program Management, Risk Management, Credit Cards, Management, Retail Banking, Relationship Management
Education
University of Houston-Clear Lake 1975 — 1978
Master of Science, Studies of the Future
Texas Christian University 1971 — 1975
BA
Doug McClaskey's Wachovia Experience 2002 - 2005
Job 2 Impressive Decades of Highly Unsuccessful Argo Projects
Industry Computer Software
Experience
People's Bank May 2007 - April 2008
Jack Henry and Associates 2005 - 2007
Wachovia 2002 - 2005
Education
Texas A&M University 1990 — 1994
People's Bank May 2007 - April 2008
Jack Henry and Associates 2005 - 2007
Wachovia 2002 - 2005
Education
Texas A&M University 1990 — 1994
Neville Poole's Wachovia Experience 2006 - 2007
Job Lean Agile Trainer & Coach at Bank of America (ettain Group)
Industry Computer Software
Experience
Bank of America October 2014 - Present
Davisbase Consulting October 2011 - October 2014
Greenway Solutions 2009 - 2011
North Highland 2007 - 2009
Wachovia 2006 - 2007
Bank of America 2001 - 2004
LendingTree 1999 - 2003
Skills
E-commerce, Business Analysis, Financial Services, Relationship Management, Process Improvement, Requirements Gathering, SDLC, Project Management, Banking, Program Management, Cross-functional Team..., Strategic Planning, Requirements Analysis, Business Process..., Change Management, Agile Methodologies, Agile Project Management
Education
Tennessee State University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Marketing and Economics
Bank of America October 2014 - Present
Davisbase Consulting October 2011 - October 2014
Greenway Solutions 2009 - 2011
North Highland 2007 - 2009
Wachovia 2006 - 2007
Bank of America 2001 - 2004
LendingTree 1999 - 2003
Skills
E-commerce, Business Analysis, Financial Services, Relationship Management, Process Improvement, Requirements Gathering, SDLC, Project Management, Banking, Program Management, Cross-functional Team..., Strategic Planning, Requirements Analysis, Business Process..., Change Management, Agile Methodologies, Agile Project Management
Education
Tennessee State University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Marketing and Economics
Kent McLeod's Wachovia Experience January 2005 - Present
Job VP at Wachovia
Industry Banking
Experience
Wachovia/Strategic Consulting 2007 - Present
Wachovia January 2005 - Present
Wachovia Bank 1997 - Present
SouthTrust Bank April 1997 - January 2005
Ernst & Young January 1995 - April 1997
Coopers & Lybrand January 1990 - January 1995
Education
Texas Tech University 1977 — 1981
Finance & Management
Wachovia/Strategic Consulting 2007 - Present
Wachovia January 2005 - Present
Wachovia Bank 1997 - Present
SouthTrust Bank April 1997 - January 2005
Ernst & Young January 1995 - April 1997
Coopers & Lybrand January 1990 - January 1995
Education
Texas Tech University 1977 — 1981
Finance & Management
Rosie Saez's Wachovia Experience 1989 - Present
Job SVP, Human resources Manager at Wachovia, A Wells Fargo Company
Industry Financial Services
Experience
Wachovia Bank SVP, Human resources ManagerWachovia, A Wells Fargo CompanyApril 2009 - Present
Wells Fargo Bank 2009 - Present
Wachovia 1989 - Present
CoreStates Financial, (Now Wachovia) 1988 - 1998
Corestates Financial Corp 1989 - 1997
CoreStates 1989 - 1997
Education
Temple University 1970 — 1975
Wachovia Bank SVP, Human resources ManagerWachovia, A Wells Fargo CompanyApril 2009 - Present
Wells Fargo Bank 2009 - Present
Wachovia 1989 - Present
CoreStates Financial, (Now Wachovia) 1988 - 1998
Corestates Financial Corp 1989 - 1997
CoreStates 1989 - 1997
Education
Temple University 1970 — 1975
Amanda (Boyle) Ferraro's Wachovia Experience November 2007 - May 2010
Job Web Content Editor at TIAACREF
Industry Internet
Experience
TIAA-CREF October 2011 - Present
Ally Financial Inc. May 2010 - October 2011
Wachovia November 2007 - May 2010
TripAdvisor April 2006 - November 2008
Evergreen Investments November 2003 - November 2007
PanAgora Asset Management August 2002 - November 2003
Verizon 2001 - 2002
Skills
Content Management, Web Content Management, Content Strategy, Information Architecture, Web Project Management, User Experience, E-commerce
Education
Texas Christian University - M.J. Neeley School of Business 1997 — 2001
Marketing
TIAA-CREF October 2011 - Present
Ally Financial Inc. May 2010 - October 2011
Wachovia November 2007 - May 2010
TripAdvisor April 2006 - November 2008
Evergreen Investments November 2003 - November 2007
PanAgora Asset Management August 2002 - November 2003
Verizon 2001 - 2002
Skills
Content Management, Web Content Management, Content Strategy, Information Architecture, Web Project Management, User Experience, E-commerce
Education
Texas Christian University - M.J. Neeley School of Business 1997 — 2001
Marketing
Tim Albrecht's Wachovia Experience 1997 - 2000
Job Oracle DBA at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo 2009 - Present
Forsyth Technical Community College January 2013 - May 2013
Wells Fargo 2007 - 2009
Wachovia Bank 2000 - 2007
Wachovia 1997 - 2000
DataMasters 1996 - 1997
Blue Cross Blue Shield of CNY 1989 - 1996
Skills
Databases, Oracle RAC, MySQL, DB2, Oracle, Microsoft SQL Server, Mainframe, Data Warehousing, Disaster Recovery, Oracle Enterprise..., Data Modeling, SDLC, Erwin, ETL, Enterprise Architecture, Software Development, Unix, Requirements Analysis, High Availability, Integration, z/OS, Linux
Education
Syracuse University - Martin J. Whitman School of Management 1988 — 1990
Matriculated MBA - Not Completed, MBA
Syracuse University 1981 — 1985
BS Computer Science
Wells Fargo 2009 - Present
Forsyth Technical Community College January 2013 - May 2013
Wells Fargo 2007 - 2009
Wachovia Bank 2000 - 2007
Wachovia 1997 - 2000
DataMasters 1996 - 1997
Blue Cross Blue Shield of CNY 1989 - 1996
Skills
Databases, Oracle RAC, MySQL, DB2, Oracle, Microsoft SQL Server, Mainframe, Data Warehousing, Disaster Recovery, Oracle Enterprise..., Data Modeling, SDLC, Erwin, ETL, Enterprise Architecture, Software Development, Unix, Requirements Analysis, High Availability, Integration, z/OS, Linux
Education
Syracuse University - Martin J. Whitman School of Management 1988 — 1990
Matriculated MBA - Not Completed, MBA
Syracuse University 1981 — 1985
BS Computer Science
Benjamin Perkins's Wachovia Experience February 2004 - November 2006
Job Vice PresidentSr International Relationship Manager
Industry Banking
Experience
HSBC March 2010 - Present
Citibank November 2006 - April 2010
Wachovia February 2004 - November 2006
MetLife Financial Services August 2001 - February 2004
Skills
Portfolio Management, Credit, Banking, Commercial Banking, Loans, Relationship Management, Financial Analysis, Credit Analysis, Finance, Cash Management, Commercial Lending, Credit Risk, Trade Finance, Loan Origination, Commercial Mortgages, Business Relationship...
Education
Accelerated Career Progression Program-Global Commercial Banking 2015 — 2016
HSBC International Relationship Manager Program-Hong Kong 2014 — 2014
Temple University - Fox School of Business and Management 1998 — 2001
Bachelors in Business Administration
Oratory Prep School 1994 — 1998
HSBC March 2010 - Present
Citibank November 2006 - April 2010
Wachovia February 2004 - November 2006
MetLife Financial Services August 2001 - February 2004
Skills
Portfolio Management, Credit, Banking, Commercial Banking, Loans, Relationship Management, Financial Analysis, Credit Analysis, Finance, Cash Management, Commercial Lending, Credit Risk, Trade Finance, Loan Origination, Commercial Mortgages, Business Relationship...
Education
Accelerated Career Progression Program-Global Commercial Banking 2015 — 2016
HSBC International Relationship Manager Program-Hong Kong 2014 — 2014
Temple University - Fox School of Business and Management 1998 — 2001
Bachelors in Business Administration
Oratory Prep School 1994 — 1998
Alex Hofbauer's Wachovia Experience June 2004 - August 2004
Job Entertainment and Media Finance Intern at OneWest Bank
Industry Financial Services
Experience
CIT June 2015 - August 2015
Booz Allen Hamilton July 2012 - July 2014
Booz Allen Hamilton June 2011 - July 2012
American Business Bank October 2010 - February 2011
Family Management July 2010 - August 2010
California State Controller's Office May 2009 - August 2009
SunCor June 2007 - August 2007
universal detection technology June 2006 - August 2006
GSM June 2005 - August 2005
Wachovia June 2004 - August 2004
Skills
Research, Excel, Microsoft Excel, Financial Modeling, Financial Analysis, Microsoft Word, Microsoft Office, Expense Reports, Finance, Leadership, Government, Risk Management, Management, Sales, Data Analysis, Analysis
Education
University of Southern California - Marshall School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
The George Washington University - School of Business 2006 — 2010
BBA, Finance, International Business
CIT June 2015 - August 2015
Booz Allen Hamilton July 2012 - July 2014
Booz Allen Hamilton June 2011 - July 2012
American Business Bank October 2010 - February 2011
Family Management July 2010 - August 2010
California State Controller's Office May 2009 - August 2009
SunCor June 2007 - August 2007
universal detection technology June 2006 - August 2006
GSM June 2005 - August 2005
Wachovia June 2004 - August 2004
Skills
Research, Excel, Microsoft Excel, Financial Modeling, Financial Analysis, Microsoft Word, Microsoft Office, Expense Reports, Finance, Leadership, Government, Risk Management, Management, Sales, Data Analysis, Analysis
Education
University of Southern California - Marshall School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
The George Washington University - School of Business 2006 — 2010
BBA, Finance, International Business
Louis Monzo's Wachovia Experience September 2007 - September 2010
Job Capital Grille
Industry Food & Beverages
Experience
The Capital Grille October 2010 - Present
Wachovia September 2007 - September 2010
Best Interest Rate Mortgage Co July 2005 - August 2007
Skills
Microsoft Excel, Leadership, Hospitality, Customer Service, Credit, Banking
Education
Temple University 1997 — 2003
Bachelor of Arts (B.A.), Criminal Justice/Safety Studies
The Capital Grille October 2010 - Present
Wachovia September 2007 - September 2010
Best Interest Rate Mortgage Co July 2005 - August 2007
Skills
Microsoft Excel, Leadership, Hospitality, Customer Service, Credit, Banking
Education
Temple University 1997 — 2003
Bachelor of Arts (B.A.), Criminal Justice/Safety Studies
Matthew Christiano's Wachovia Experience April 2001 - May 2007
Job Branch Manager, AVP at SunTrust Bank
Industry Banking
Experience
SunTrust Bank April 2012 - Present
PNC Bank August 2007 - April 2012
Wachovia April 2001 - May 2007
Skills
Management, Customer Retention, Risk Management, Wealth Management, Training, Leadership, Banking
Education
The Catholic University of America 1995 — 1998
BS, Financial Management
SunTrust Bank April 2012 - Present
PNC Bank August 2007 - April 2012
Wachovia April 2001 - May 2007
Skills
Management, Customer Retention, Risk Management, Wealth Management, Training, Leadership, Banking
Education
The Catholic University of America 1995 — 1998
BS, Financial Management
Luke Ocker's Wachovia Experience May 2007 - July 2009
Job Chief Operating Officer & Chief Compliance Officer at Avondale Wealth Management
Industry Investment Management
Experience
Avondale Wealth Management October 2014 - Present
Avondale Wealth Management April 2012 - September 2014
Clark Consulting December 2011 - March 2012
Clark Consulting July 2009 - December 2011
Wachovia May 2007 - July 2009
Wachovia Bank June 2005 - May 2007
Education
Texas A&M University 2001 — 2005
Bachelor of Business Administration, Finance
Avondale Wealth Management October 2014 - Present
Avondale Wealth Management April 2012 - September 2014
Clark Consulting December 2011 - March 2012
Clark Consulting July 2009 - December 2011
Wachovia May 2007 - July 2009
Wachovia Bank June 2005 - May 2007
Education
Texas A&M University 2001 — 2005
Bachelor of Business Administration, Finance
Nancy Tancredi's Wachovia Experience Technology ManagerWells FargoJanuary 2010 - Present
Job Vice President at Wells Fargo
Industry Banking
Experience
Wachovia Technology ManagerWells FargoJanuary 2010 - Present
Wachovia Bank 2003 - Present
Education
Temple University 1989 — 1993
Wachovia Technology ManagerWells FargoJanuary 2010 - Present
Wachovia Bank 2003 - Present
Education
Temple University 1989 — 1993
David Bruington's Wachovia Experience 2002 - 2005
Job Director, Secondary Marketing at Compass Bank
Industry Financial Services
Experience
Compass Bank Director of Secondary MarketingBBVA Compass2007 - Present
New Century Financial Corporation 2005 - 2007
Wachovia 2002 - 2005
Wachovia Mortgage 2002 - 2005
Bank of America 1997 - 2002
Bank of America (f/k/a Nations Bank) 1988 - 2002
Bank of America Mortgage 1988 - 2002
Education
Texas Tech University 1982 — 1986
Compass Bank Director of Secondary MarketingBBVA Compass2007 - Present
New Century Financial Corporation 2005 - 2007
Wachovia 2002 - 2005
Wachovia Mortgage 2002 - 2005
Bank of America 1997 - 2002
Bank of America (f/k/a Nations Bank) 1988 - 2002
Bank of America Mortgage 1988 - 2002
Education
Texas Tech University 1982 — 1986
Matt Barrington's Wachovia Experience 2002 - December 2008
Job EMC VP Strategic Alliances
Industry Computer Software
Experience
EMC May 2013 - Present
Adaptivity, Inc. May 2012 - May 2013
Adaptivity, Inc. February 2011 - May 2013
Adaptivity, Inc. April 2010 - February 2011
Wells Fargo January 2009 - March 2010
Wachovia 2002 - December 2008
Wachovia 1998 - 2002
Towers Perrin 1994 - 1998
AGT International 1991 - 1994
Skills
IT Strategy, Enterprise Architecture, Cloud Computing, Data Center, SDLC, Disaster Recovery, IT Management, Integration, SOA, Business Analysis, Virtualization, Program Management, Solution Architecture, Architecture, SaaS, Solution Selling, Authentication Systems, Vendor Management, IT Service Management, Leadership, Management, Software Development, Business Intelligence, E-commerce, Application Architecture, Change Management, Security, Requirements Analysis, Strategy, Professional Services, Software Project..., Project Portfolio..., Team Leadership
Education
Taylor University 1987 — 1990
EMC May 2013 - Present
Adaptivity, Inc. May 2012 - May 2013
Adaptivity, Inc. February 2011 - May 2013
Adaptivity, Inc. April 2010 - February 2011
Wells Fargo January 2009 - March 2010
Wachovia 2002 - December 2008
Wachovia 1998 - 2002
Towers Perrin 1994 - 1998
AGT International 1991 - 1994
Skills
IT Strategy, Enterprise Architecture, Cloud Computing, Data Center, SDLC, Disaster Recovery, IT Management, Integration, SOA, Business Analysis, Virtualization, Program Management, Solution Architecture, Architecture, SaaS, Solution Selling, Authentication Systems, Vendor Management, IT Service Management, Leadership, Management, Software Development, Business Intelligence, E-commerce, Application Architecture, Change Management, Security, Requirements Analysis, Strategy, Professional Services, Software Project..., Project Portfolio..., Team Leadership
Education
Taylor University 1987 — 1990
Hal Bickings's Wachovia Experience March 2002 - November 2005
Job Experienced Technology Professional
Industry Financial Services
Experience
Wells Fargo July 2013 - Present
Wells Fargo March 2012 - July 2013
Wells Capital Management January 2011 - March 2012
Wells Capital Management October 2009 - December 2010
Evergreen Investments November 2005 - November 2009
Wachovia March 2002 - November 2005
USAF 1993 - 1999
Skills
SharePoint, Microsoft SQL Server, Java, Oracle, VBA, SDLC, ASP.NET, Requirements Analysis, Enterprise Risk..., Asset Management, ETL, SSRS, Systems Analysis, Data Warehousing, Oracle PL/SQL..., Visio, UML, Crystal Reports, XML, CRM, Analysis, SQL, Databases, Microsoft Office, DTS, SQL Server Management..., Visual Studio, Microsoft Reporting..., Financial Reporting, Credit Risk, Market Risk, Eagle PACE, Active Reports, HTML, General Ledger, Asset Managment, Investments, SSIS, VB.NET, Business Analysis, Requirements Gathering, Portfolio Management, Data Modeling, Financial Services, Business Intelligence, Business Requirements, Financial Regulation, Securities Regulation, CCAR, Software Project...
Education
University of North Carolina at Charlotte 2008 — 2012
Masters of Science, Information Technology, 4.0
The College of New Jersey 1994 — 1997
Bachelor of Applied Science (B.A.Sc.), Finance
New Horizons Computer Learning Center 1999 — 2001
MCP, Microsoft .NET
Wells Fargo July 2013 - Present
Wells Fargo March 2012 - July 2013
Wells Capital Management January 2011 - March 2012
Wells Capital Management October 2009 - December 2010
Evergreen Investments November 2005 - November 2009
Wachovia March 2002 - November 2005
USAF 1993 - 1999
Skills
SharePoint, Microsoft SQL Server, Java, Oracle, VBA, SDLC, ASP.NET, Requirements Analysis, Enterprise Risk..., Asset Management, ETL, SSRS, Systems Analysis, Data Warehousing, Oracle PL/SQL..., Visio, UML, Crystal Reports, XML, CRM, Analysis, SQL, Databases, Microsoft Office, DTS, SQL Server Management..., Visual Studio, Microsoft Reporting..., Financial Reporting, Credit Risk, Market Risk, Eagle PACE, Active Reports, HTML, General Ledger, Asset Managment, Investments, SSIS, VB.NET, Business Analysis, Requirements Gathering, Portfolio Management, Data Modeling, Financial Services, Business Intelligence, Business Requirements, Financial Regulation, Securities Regulation, CCAR, Software Project...
Education
University of North Carolina at Charlotte 2008 — 2012
Masters of Science, Information Technology, 4.0
The College of New Jersey 1994 — 1997
Bachelor of Applied Science (B.A.Sc.), Finance
New Horizons Computer Learning Center 1999 — 2001
MCP, Microsoft .NET
Kelly Vega's Wachovia Experience November 2006 - November 2009
Job Mortgage Solutions Architect at TSP Consulting Services, Inc.
Industry Financial Services
Experience
TSP Consulting Services, Inc. May 2014 - Present
Security Service Federal Credit Union November 2011 - April 2014
Security Service Federal Credit Union February 2011 - November 2011
Wachovia, A Wells Fargo Company August 2009 - January 2011
Wachovia November 2006 - November 2009
World Savings April 2002 - November 2006
USAA 1992 - 2002
Skills
Acquisition Integration, Program Management, Business Process..., System Selection, SDLC, System Configuration, Software Project..., Business Requirements, SharePoint, Project Portfolio..., Billing Systems, Disaster Recovery, Visio, Requirements Analysis, User Acceptance Testing, Access, Requirements Gathering, Software Documentation, Systems Analysis, Loans, Information Technology, Risk Management, Credit, Business Process, Agile Methodologies, Portfolio Management, Vendor Management, Analysis, PMO, PMP, Integration, Business Intelligence, Mortgage Lending, Business Analysis, Enterprise Architecture, Enterprise Software, MS Project, Management, Process Improvement
Education
Texas A&M University 1989 — 1991
BBA, Management Information Systems
TSP Consulting Services, Inc. May 2014 - Present
Security Service Federal Credit Union November 2011 - April 2014
Security Service Federal Credit Union February 2011 - November 2011
Wachovia, A Wells Fargo Company August 2009 - January 2011
Wachovia November 2006 - November 2009
World Savings April 2002 - November 2006
USAA 1992 - 2002
Skills
Acquisition Integration, Program Management, Business Process..., System Selection, SDLC, System Configuration, Software Project..., Business Requirements, SharePoint, Project Portfolio..., Billing Systems, Disaster Recovery, Visio, Requirements Analysis, User Acceptance Testing, Access, Requirements Gathering, Software Documentation, Systems Analysis, Loans, Information Technology, Risk Management, Credit, Business Process, Agile Methodologies, Portfolio Management, Vendor Management, Analysis, PMO, PMP, Integration, Business Intelligence, Mortgage Lending, Business Analysis, Enterprise Architecture, Enterprise Software, MS Project, Management, Process Improvement
Education
Texas A&M University 1989 — 1991
BBA, Management Information Systems
Kenyon, Bob's Wachovia Experience October 1998 - December 2008
Job Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2014 - Present
Wells Fargo Bank September 2009 - December 2013
Wachovia October 1998 - December 2008
First Union/Wachovia September 1985 - October 1998
Skills
Credit, Loans
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (B.B.A.), Accounting
University of Wisconsin-Madison
Wells Fargo January 2014 - Present
Wells Fargo Bank September 2009 - December 2013
Wachovia October 1998 - December 2008
First Union/Wachovia September 1985 - October 1998
Skills
Credit, Loans
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (B.B.A.), Accounting
University of Wisconsin-Madison
Kathi Plymouth's Wachovia Experience 1993 - 1998
Job Online and Mobile Product at JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase November 2013 - Present
JP Morgan Chase January 2011 - November 2013
Wells Fargo Bank January 2010 - January 2011
First Data Corp. 2004 - 2009
Regulus 1998 - 2004
Wachovia 1993 - 1998
Skills
Product Management, Business Development, E-commerce, Management, Leadership, Analytics, Payments, Marketing, Credit Cards, Product Development, Sales, Strategic Planning, B2B, Outsourcing, Sales Process, Selling, Cash Management, Budgets, Payment Card Processing, Telecommunications
Education
Temple University - Fox School of Business and Management 1989 — 1993
BS, Marketing and Finance
JPMorgan Chase November 2013 - Present
JP Morgan Chase January 2011 - November 2013
Wells Fargo Bank January 2010 - January 2011
First Data Corp. 2004 - 2009
Regulus 1998 - 2004
Wachovia 1993 - 1998
Skills
Product Management, Business Development, E-commerce, Management, Leadership, Analytics, Payments, Marketing, Credit Cards, Product Development, Sales, Strategic Planning, B2B, Outsourcing, Sales Process, Selling, Cash Management, Budgets, Payment Card Processing, Telecommunications
Education
Temple University - Fox School of Business and Management 1989 — 1993
BS, Marketing and Finance
James Marrero's Wachovia Experience LOAN OFFICERNATION STAR MORTGAGEJanuary 2006 - January 2007
Job LICENSED BANKER at Wachovia
Industry Banking
Experience
Wachovia LOAN OFFICERNATION STAR MORTGAGEJanuary 2006 - January 2007
Education
The College of New Jersey 1999 — 2004
Wachovia LOAN OFFICERNATION STAR MORTGAGEJanuary 2006 - January 2007
Education
The College of New Jersey 1999 — 2004
Stephen LeTang's Wachovia Experience July 2005 - March 2007
Job Vice President at Marshall & Ilsley Bank
Industry Banking
Experience
Marshall & Ilsley Bank September 2007 - Present
Wachovia July 2005 - March 2007
Education
Temple University
Marshall & Ilsley Bank September 2007 - Present
Wachovia July 2005 - March 2007
Education
Temple University
Kent McLeod's Wachovia Experience 2007 - November 2008
Job Commercial Data Steward, TD Bank N.A.
Industry Financial Services
Experience
TD Bank N.A. July 2011 - Present
The South Financial Group September 2009 - July 2011
Aspiri Consulting 2009 - September 2009
Wachovia 2007 - November 2008
Wachovia 2006 - 2007
SouthTrust Bank 1997 - 2005
Ernst & Young 1994 - 1997
Coopers & Lybrand 1992 - 1994
Skills
Process Improvement, Business Analysis, Change Management, Management Consulting, Portfolio Management, Banking, Data Governance, Data Quality Assurance, Business Intelligence, Business Process..., Financial Services, Management, Risk Management, SDLC, Strategy, Program Management, PMO
Education
Texas Tech University 1977 — 1981
BBA, Finance
Texas Tech University 1977 — 1981
BBA, Management
TD Bank N.A. July 2011 - Present
The South Financial Group September 2009 - July 2011
Aspiri Consulting 2009 - September 2009
Wachovia 2007 - November 2008
Wachovia 2006 - 2007
SouthTrust Bank 1997 - 2005
Ernst & Young 1994 - 1997
Coopers & Lybrand 1992 - 1994
Skills
Process Improvement, Business Analysis, Change Management, Management Consulting, Portfolio Management, Banking, Data Governance, Data Quality Assurance, Business Intelligence, Business Process..., Financial Services, Management, Risk Management, SDLC, Strategy, Program Management, PMO
Education
Texas Tech University 1977 — 1981
BBA, Finance
Texas Tech University 1977 — 1981
BBA, Management
Melinda Kubecka's Wachovia Experience Supervisor- Policy AdministrationCiti GroupJanuary 2000 - December 2005
Job Loan Officer at Wachovia
Industry Banking
Experience
Wachovia Supervisor- Policy AdministrationCiti GroupJanuary 2000 - December 2005
Education
Texas State University 2006 — 2008
Wachovia Supervisor- Policy AdministrationCiti GroupJanuary 2000 - December 2005
Education
Texas State University 2006 — 2008
Kunal Bhaskar's Wachovia Experience 2006 - 2008
Job Assistant Vice President Business Process Reengineering
Industry Financial Services
Experience
GENPACT LLC November 2009 - Present
Genpact January 2000 - January 2012
Wachovia 2006 - 2008
GECIS January 2000 - October 2004
Skills
BPO, Cross-functional Team..., CRM, Leadership, Offshoring, Vendor Management, Banking, Consulting, Outsourcing, Customer Satisfaction, Talent Acquisition, Relationship Management, Call Centers, Operations Management, Business Process..., Performance Management
Education
Symbiosis institute of Management Studies 2000 — 2002
MBA- Finance
KVTG
GENPACT LLC November 2009 - Present
Genpact January 2000 - January 2012
Wachovia 2006 - 2008
GECIS January 2000 - October 2004
Skills
BPO, Cross-functional Team..., CRM, Leadership, Offshoring, Vendor Management, Banking, Consulting, Outsourcing, Customer Satisfaction, Talent Acquisition, Relationship Management, Call Centers, Operations Management, Business Process..., Performance Management
Education
Symbiosis institute of Management Studies 2000 — 2002
MBA- Finance
KVTG
Catherine Dolan's Wachovia Experience October 2000 - September 2008
Job Chief Operating Officer at Opportunity Finance Network
Industry Financial Services
Experience
Opportunity Finance Network October 2010 - Present
Wells Fargo September 2008 - September 2010
Wachovia October 2000 - September 2008
First Union (Wachovia) January 1993 - October 2000
Skills
Credit, Strategic Planning, Mergers, Asset Management, Funding, Community Development, Asset Managment, Affordable Housing, Mergers & Acquisitions, Real Estate Economics, Financial Analysis, Loans, Finance, Investment Banking, Due Diligence
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1979 — 1982
MS, International Relations
Drake University 1975 — 1979
Bachelor of Arts (B.A.), Public Administration and Spanish
Bishop Miege High School 1971 — 1975
Opportunity Finance Network October 2010 - Present
Wells Fargo September 2008 - September 2010
Wachovia October 2000 - September 2008
First Union (Wachovia) January 1993 - October 2000
Skills
Credit, Strategic Planning, Mergers, Asset Management, Funding, Community Development, Asset Managment, Affordable Housing, Mergers & Acquisitions, Real Estate Economics, Financial Analysis, Loans, Finance, Investment Banking, Due Diligence
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1979 — 1982
MS, International Relations
Drake University 1975 — 1979
Bachelor of Arts (B.A.), Public Administration and Spanish
Bishop Miege High School 1971 — 1975
Michael D. Novak's Wachovia Experience March 2008 - October 2008
Job Senior Quality Assurance Analyst at Bayview Asset Management, LLC
Industry Banking
Experience
Bayview Asset Management, LLC March 2015 - Present
Fannie Mae July 2012 - March 2015
New Penn Financial, LLC March 2012 - July 2012
Aklero Risk Analytics, Inc. November 2011 - February 2012
Radian Guaranty, Inc. May 2009 - November 2011
Wachovia March 2008 - October 2008
Wachovia May 2007 - March 2008
World Savings (acquired by Wachovia) May 2006 - May 2007
World Savings November 2005 - May 2006
World Savings April 2004 - November 2005
Skills
Credit Analysis, Mortgage Underwriting, Risk Management, Due Diligence, Appraisals, Financial Risk, Residential Homes, Loans, Mortgage Lending, Loan Origination, Credit, Insurance, Underwriting, Portfolio Management, Analysis, Mortgage Banking
Education
Temple University - Fox School of Business and Management 1996 — 2000
Bachelor of Business Administration, Strategic Management & Real Estate
Bayview Asset Management, LLC March 2015 - Present
Fannie Mae July 2012 - March 2015
New Penn Financial, LLC March 2012 - July 2012
Aklero Risk Analytics, Inc. November 2011 - February 2012
Radian Guaranty, Inc. May 2009 - November 2011
Wachovia March 2008 - October 2008
Wachovia May 2007 - March 2008
World Savings (acquired by Wachovia) May 2006 - May 2007
World Savings November 2005 - May 2006
World Savings April 2004 - November 2005
Skills
Credit Analysis, Mortgage Underwriting, Risk Management, Due Diligence, Appraisals, Financial Risk, Residential Homes, Loans, Mortgage Lending, Loan Origination, Credit, Insurance, Underwriting, Portfolio Management, Analysis, Mortgage Banking
Education
Temple University - Fox School of Business and Management 1996 — 2000
Bachelor of Business Administration, Strategic Management & Real Estate
Cash Canada's Wachovia Experience July 2004 - November 2007
Job Chief Credit Officer at Carolina Premier Bank
Industry Banking
Experience
Carolina Premier Bank May 2015 - Present
First Bank of Georgia December 2013 - May 2015
Savannah River Banking Company November 2007 - January 2014
Wachovia July 2004 - November 2007
South Carolina Bank and Trust February 2002 - July 2004
Bank of America February 1994 - February 2002
Skills
Small Business Lending, Team Building, Problem Solving, Management Consulting, Risk Analysis, Employee Training, Credit, Underwriting, Training, Business Development, Customer Service, Loans, Risk Management, Cash Management, Portfolio Management, Budgets, Banking
Education
University of South Carolina - Darla Moore School of Business 1991 — 1993
MBA, Marketing / Finance
The Citadel 1986 — 1990
BS, Business
Carolina Premier Bank May 2015 - Present
First Bank of Georgia December 2013 - May 2015
Savannah River Banking Company November 2007 - January 2014
Wachovia July 2004 - November 2007
South Carolina Bank and Trust February 2002 - July 2004
Bank of America February 1994 - February 2002
Skills
Small Business Lending, Team Building, Problem Solving, Management Consulting, Risk Analysis, Employee Training, Credit, Underwriting, Training, Business Development, Customer Service, Loans, Risk Management, Cash Management, Portfolio Management, Budgets, Banking
Education
University of South Carolina - Darla Moore School of Business 1991 — 1993
MBA, Marketing / Finance
The Citadel 1986 — 1990
BS, Business
Heather Speer's Wachovia Experience September 2007 - September 2008
Job Bookseller at Barnes & Noble
Industry Retail
Experience
Barnes & Noble July 2009 - Present
Romano's Macaroni Grill October 2008 - Present
Borders Books October 2008 - May 2009
Wachovia September 2007 - September 2008
GameStop June 2004 - February 2007
Sweet Briar College August 2005 - May 2006
Education
Sweet Briar College 2002 — 2006
B.A., Theatre, Music
Barnes & Noble July 2009 - Present
Romano's Macaroni Grill October 2008 - Present
Borders Books October 2008 - May 2009
Wachovia September 2007 - September 2008
GameStop June 2004 - February 2007
Sweet Briar College August 2005 - May 2006
Education
Sweet Briar College 2002 — 2006
B.A., Theatre, Music
Curt Radkin's Wachovia Experience January 2000 - June 2005
Job Corporate Properties Sustainability Strategist at Wells Fargo
Industry Real Estate
Experience
Wells Fargo September 2011 - Present
Wells Fargo June 2005 - August 2012
Wachovia January 2000 - June 2005
Wachovia 1999 - 2000
Wachovia 1997 - 1999
Little & Associates, Architects 1994 - 1997
Skills
Sustainability
Education
The Ohio State University 1981 — 1985
BS in Architecture, Architecture
Wells Fargo September 2011 - Present
Wells Fargo June 2005 - August 2012
Wachovia January 2000 - June 2005
Wachovia 1999 - 2000
Wachovia 1997 - 1999
Little & Associates, Architects 1994 - 1997
Skills
Sustainability
Education
The Ohio State University 1981 — 1985
BS in Architecture, Architecture
John Skibiak's Wachovia Experience 2006 - 2007
Job AVP, Collateral Res Appraisal Manager at Wells Fargo Bank NA
Industry Banking
Experience
Wells Fargo Bank NA January 2013 - Present
RELS Valuation October 2009 - January 2013
Wachovia Valuation Services January 2009 - August 2009
Wachovia Mortgage 2007 - 2008
Wachovia 2006 - 2007
World Savings 2002 - 2006
Skills
Appraisals, Leadership, FHA, Mortgage Lending, Refinance, Loans, Banking, Credit, Investment Properties, Loss Mitigation, Management, Mortgage Banking, REO, Real Estate, Residential Mortgages
Education
Temple University 1985 — 1989
BBA, Marketing
Wells Fargo Bank NA January 2013 - Present
RELS Valuation October 2009 - January 2013
Wachovia Valuation Services January 2009 - August 2009
Wachovia Mortgage 2007 - 2008
Wachovia 2006 - 2007
World Savings 2002 - 2006
Skills
Appraisals, Leadership, FHA, Mortgage Lending, Refinance, Loans, Banking, Credit, Investment Properties, Loss Mitigation, Management, Mortgage Banking, REO, Real Estate, Residential Mortgages
Education
Temple University 1985 — 1989
BBA, Marketing
Allen Kieny's Wachovia Experience 2003 - 2008
Job Owner at Twin River Villas
Industry Hospitality
Experience
Twin River Villas September 2012 - Present
Coca-Cola Refreshments August 2011 - October 2012
Legacy Mutual Mortgage November 2009 - August 2011
Wachovia 2003 - 2008
World Savings 2003 - 2006
Pepsi Bottling Group 1994 - 2002
Skills
Leadership, Account Management, Management, Sales, Marketing, Program Management, Team Building, Training, Customer Service, Coaching, Strategic Planning, Business Development, New Business Development, Marketing Strategy, Sales Management
Education
Texas State University 1988 — 1992
education
Twin River Villas September 2012 - Present
Coca-Cola Refreshments August 2011 - October 2012
Legacy Mutual Mortgage November 2009 - August 2011
Wachovia 2003 - 2008
World Savings 2003 - 2006
Pepsi Bottling Group 1994 - 2002
Skills
Leadership, Account Management, Management, Sales, Marketing, Program Management, Team Building, Training, Customer Service, Coaching, Strategic Planning, Business Development, New Business Development, Marketing Strategy, Sales Management
Education
Texas State University 1988 — 1992
education
Sharon Knotts's Wachovia Experience Business AnalystWachovia1998 - 2008
Job Business Analyst at Wachovia
Industry Information Technology and Services
Experience
Wachovia Business AnalystWachovia1998 - 2008
World Savings Banks Institute 1998 - 2008
Education
Texas State University 1984 — 1988
Bachelor, Business Management
Wachovia Business AnalystWachovia1998 - 2008
World Savings Banks Institute 1998 - 2008
Education
Texas State University 1984 — 1988
Bachelor, Business Management
Kenneth(K.C.) Mitchell's Wachovia Experience September 1999 - August 2008
Job Banking Professional
Industry Banking
Experience
Wachovia September 1999 - August 2008
Wachovia Bank 1999 - 2008
Skills
Business Development, Leadership, Management, Sales, Mortgage Lending, Call Centers
Education
Texas A&M University 1978 — 1983
BBA, Management
Wachovia September 1999 - August 2008
Wachovia Bank 1999 - 2008
Skills
Business Development, Leadership, Management, Sales, Mortgage Lending, Call Centers
Education
Texas A&M University 1978 — 1983
BBA, Management
Melissa Landay's Wachovia Experience September 1989 - December 1999
Job Regional Vice President at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank February 2011 - Present
JPMorgan August 2005 - February 2011
National City Bank December 1999 - August 2005
Wachovia September 1989 - December 1999
CoreStates Bank 1989 - 1999
Skills
Commercial Banking, Banking, Loans, Credit Analysis, Credit, Relationship Management, Financial Analysis, Commercial Lending
Education
The George Washington University 1985 — 1989
BBA, Finance
Wells Fargo Bank February 2011 - Present
JPMorgan August 2005 - February 2011
National City Bank December 1999 - August 2005
Wachovia September 1989 - December 1999
CoreStates Bank 1989 - 1999
Skills
Commercial Banking, Banking, Loans, Credit Analysis, Credit, Relationship Management, Financial Analysis, Commercial Lending
Education
The George Washington University 1985 — 1989
BBA, Finance
Dan Catrino's Wachovia Experience 2005 - 2008
Job Account Manager @ Precision Mechanical Contracting
Industry Financial Services
Experience
Precision Mechanical Contracting April 2014 - Present
GMAC Mortgage March 2009 - Present
Wachovia 2005 - 2008
Skills
Mortgage Lending, Credit, Loans, Mortgage Banking, Loss Mitigation, Loan Origination, Refinance, Residential Mortgages, Mortgage Underwriting, Underwriting, Credit Analysis, Banking, Insurance, Finance, Financial Services
Education
Temple University
Bachelor's degree, Elementary Education and Teaching
Precision Mechanical Contracting April 2014 - Present
GMAC Mortgage March 2009 - Present
Wachovia 2005 - 2008
Skills
Mortgage Lending, Credit, Loans, Mortgage Banking, Loss Mitigation, Loan Origination, Refinance, Residential Mortgages, Mortgage Underwriting, Underwriting, Credit Analysis, Banking, Insurance, Finance, Financial Services
Education
Temple University
Bachelor's degree, Elementary Education and Teaching
Charissa Canuelle's Wachovia Experience 2006 - February 2011
Job David Weekley Homes
Industry Real Estate
Experience
David Weekley Homes September 2014 - Present
BenefitMall (Formerly known as CompuPay) September 2013 - Present
Bank of America February 2011 - September 2013
Wachovia 2006 - February 2011
Wachovia, A Wells Fargo Company 2008 - 2010
Wells Fargo Bank 2008 - 2010
Wachovia, A Wells Fargo Company 2005 - 2009
Wachovia Bank 2005 - 2008
Wells Fargo 2003 - 2004
Education
Texas State University-San Marcos 1997 — 2002
BBA, Finance
David Weekley Homes September 2014 - Present
BenefitMall (Formerly known as CompuPay) September 2013 - Present
Bank of America February 2011 - September 2013
Wachovia 2006 - February 2011
Wachovia, A Wells Fargo Company 2008 - 2010
Wells Fargo Bank 2008 - 2010
Wachovia, A Wells Fargo Company 2005 - 2009
Wachovia Bank 2005 - 2008
Wells Fargo 2003 - 2004
Education
Texas State University-San Marcos 1997 — 2002
BBA, Finance
Lance Deal's Wachovia Experience May 2004 - March 2006
Job Risk Advisory Services at Dixon Hughes Goodman LLP
Industry Financial Services
Experience
Dixon Hughes Goodman LLP August 2014 - Present
UBS Financial Services Inc May 2013 - August 2014
TD Ameritrade March 2006 - March 2013
Wachovia May 2004 - March 2006
Fidelity Investments 1999 - 2004
Principal Financial Securities, Inc. 1995 - 1997
Skills
Securities Exchange Act..., FINRA Written..., SOX Internal Controls, Root Cause Problem..., Securities, Financial Services, Mutual Funds, Relationship Management, Back Office, SOX 404, Equities, Business Analysis, Investments, Risk Management, Accounting, Brokerage, Fixed Income, Internal Controls, FINRA
Education
Texas State University-San Marcos 1991 — 1993
Bachelor of Business Administration (BBA), accounting
Securities Industry Institute 2009 — 2011
Wharton Business School
Dixon Hughes Goodman LLP August 2014 - Present
UBS Financial Services Inc May 2013 - August 2014
TD Ameritrade March 2006 - March 2013
Wachovia May 2004 - March 2006
Fidelity Investments 1999 - 2004
Principal Financial Securities, Inc. 1995 - 1997
Skills
Securities Exchange Act..., FINRA Written..., SOX Internal Controls, Root Cause Problem..., Securities, Financial Services, Mutual Funds, Relationship Management, Back Office, SOX 404, Equities, Business Analysis, Investments, Risk Management, Accounting, Brokerage, Fixed Income, Internal Controls, FINRA
Education
Texas State University-San Marcos 1991 — 1993
Bachelor of Business Administration (BBA), accounting
Securities Industry Institute 2009 — 2011
Wharton Business School
Rory Chalcraft's Wachovia Experience March 1998 - November 2005
Job Instructional Designer Senior Consultant
Industry Financial Services
Experience
Wells Fargo August 2008 - Present
Hewitt Associates November 2005 - August 2008
Wachovia March 1998 - November 2005
Skills
Blended Learning, Needs Analysis, Performance Consulting, Learning Management, E-Learning, Training Delivery, ADDIE, Instructor-led Training, Instructional Design, Captivate, Visio, Training, Technical Writing, Technical Documentation, Workshop Facilitation, Adult Education, SharePoint, Content Management, Learning Management..., Performance Improvement, SnagIt, Software Documentation, Employee Training, Technical Training, Knowledge Management, Content Development, Camtasia, Leadership Development, Dreamweaver, Distance Learning, Information Architecture, Organizational..., Adobe Acrobat, Consulting, Hands-on Training
Education
The Catholic University of America 1982 — 1987
Wells Fargo August 2008 - Present
Hewitt Associates November 2005 - August 2008
Wachovia March 1998 - November 2005
Skills
Blended Learning, Needs Analysis, Performance Consulting, Learning Management, E-Learning, Training Delivery, ADDIE, Instructor-led Training, Instructional Design, Captivate, Visio, Training, Technical Writing, Technical Documentation, Workshop Facilitation, Adult Education, SharePoint, Content Management, Learning Management..., Performance Improvement, SnagIt, Software Documentation, Employee Training, Technical Training, Knowledge Management, Content Development, Camtasia, Leadership Development, Dreamweaver, Distance Learning, Information Architecture, Organizational..., Adobe Acrobat, Consulting, Hands-on Training
Education
The Catholic University of America 1982 — 1987
Austine Nwokolo's Wachovia Experience July 2003 - Present
Job WEB SYSTEMS ANALYST at Wells Fargo
Industry Computer & Network Security
Experience
Wells Fargo September 2009 - Present
Wachovia July 2003 - Present
Wachovia Bank 2003 - Present
Winston-Salem State University 2001 - July 2003
Guilford Mills 1992 - September 1999
Skills
MOSS 2007, CMS, SharePoint, IIS, HTML, Intranet, Microsoft Office..., Visio, Agile Methodologies, System Deployment, Web Applications, SharePoint Server, SDLC, Business Analysis, Microsoft SQL Server, Process Improvement, SQL, ASP.NET, Web Development, .NET
Education
Winston-Salem State University 2000 — 2001
BS, Management Information System
Texas Southern University 1991 — 1995
BBS, Marketing
Wells Fargo September 2009 - Present
Wachovia July 2003 - Present
Wachovia Bank 2003 - Present
Winston-Salem State University 2001 - July 2003
Guilford Mills 1992 - September 1999
Skills
MOSS 2007, CMS, SharePoint, IIS, HTML, Intranet, Microsoft Office..., Visio, Agile Methodologies, System Deployment, Web Applications, SharePoint Server, SDLC, Business Analysis, Microsoft SQL Server, Process Improvement, SQL, ASP.NET, Web Development, .NET
Education
Winston-Salem State University 2000 — 2001
BS, Management Information System
Texas Southern University 1991 — 1995
BBS, Marketing
Charles Kevin Welch's Wachovia Experience March 2008 - October 2008
Job at
Industry Computer Software
Experience
JPMorgan Chase & Co. September 2014 - Present
JPMorgan Chase & Co. May 2014 - September 2014
JPMorgan Chase & Co. June 2012 - May 2014
Reynolds & Reynolds December 2008 - June 2012
Wachovia March 2008 - October 2008
Wachovia November 2006 - March 2008
Wachovia August 2004 - November 2006
Skills
Leadership, Analysis, Customer Service, Mortgage Lending, Process Improvement, Business Analysis, Project Management, Management, Requirements Analysis, Software Project..., Team Leadership, Requirements Gathering
Education
Texas A&M University 1996 — 2001
BA, History, Latin
JPMorgan Chase & Co. September 2014 - Present
JPMorgan Chase & Co. May 2014 - September 2014
JPMorgan Chase & Co. June 2012 - May 2014
Reynolds & Reynolds December 2008 - June 2012
Wachovia March 2008 - October 2008
Wachovia November 2006 - March 2008
Wachovia August 2004 - November 2006
Skills
Leadership, Analysis, Customer Service, Mortgage Lending, Process Improvement, Business Analysis, Project Management, Management, Requirements Analysis, Software Project..., Team Leadership, Requirements Gathering
Education
Texas A&M University 1996 — 2001
BA, History, Latin
Dwayne Kearns's Wachovia Experience December 1996 - July 2008
Job General Manager at Maverick Software Consulting
Industry Computer Software
Experience
Maverick Software Consulting July 2008 - Present
Wachovia December 1996 - July 2008
Exposaic Industries September 1989 - December 1996
Skills
Agile Methodologies, .NET, Lotus Notes, Microstrategy, Business Continuity..., Office Management, TestPartner, Testing, SharePoint, SQL, Oracle, Microsoft SQL Server, Visio, Databases, Software Development, Access, C#, Java, Recruiting, Human Resources, Management, Business Intelligence
Education
Texas A&M University 1984 — 1988
Computer Science
Baltimore Polytechnic 1980 — 1984
HS Diploma, Engineering
Maverick Software Consulting July 2008 - Present
Wachovia December 1996 - July 2008
Exposaic Industries September 1989 - December 1996
Skills
Agile Methodologies, .NET, Lotus Notes, Microstrategy, Business Continuity..., Office Management, TestPartner, Testing, SharePoint, SQL, Oracle, Microsoft SQL Server, Visio, Databases, Software Development, Access, C#, Java, Recruiting, Human Resources, Management, Business Intelligence
Education
Texas A&M University 1984 — 1988
Computer Science
Baltimore Polytechnic 1980 — 1984
HS Diploma, Engineering
Emerson Clay Larkin III's Wachovia Experience January 2007 - December 2008
Job Payroll & HR Sales Management
Industry Management Consulting
Experience
Proliant January 2014 - Present
Paylocity February 2012 - January 2014
ADP December 2008 - February 2012
Wachovia January 2007 - December 2008
Phyllis Browning Company June 2004 - December 2007
Skills
Leadership, Management, Sales Management, Team Building, Business Acumen, Employee Engagement, Leadership Development, Sales Process, Creative Problem Solving, Business Process..., Time Management, Negotiation, Payroll, Selling, Cold Calling, Human Resources, Customer Service, ADP Payroll, SaaS, Salesforce.com, Employee Benefits, HRIS, CRM, Competitive Analysis, Business Analysis, Major Accounts, Business Networking, Cost Accounting, General Ledger, Small Business, National Accounts, Microsoft Office, Nonprofits, Gaining Access, Problem Solving, Closing Skills, Consultative Selling
Education
Texas A&M University
Bachelor of Arts, Philsophy
Proliant January 2014 - Present
Paylocity February 2012 - January 2014
ADP December 2008 - February 2012
Wachovia January 2007 - December 2008
Phyllis Browning Company June 2004 - December 2007
Skills
Leadership, Management, Sales Management, Team Building, Business Acumen, Employee Engagement, Leadership Development, Sales Process, Creative Problem Solving, Business Process..., Time Management, Negotiation, Payroll, Selling, Cold Calling, Human Resources, Customer Service, ADP Payroll, SaaS, Salesforce.com, Employee Benefits, HRIS, CRM, Competitive Analysis, Business Analysis, Major Accounts, Business Networking, Cost Accounting, General Ledger, Small Business, National Accounts, Microsoft Office, Nonprofits, Gaining Access, Problem Solving, Closing Skills, Consultative Selling
Education
Texas A&M University
Bachelor of Arts, Philsophy
Jeremy Forstrom's Wachovia Experience July 2004 - February 2007
Job Phone Bank Supervisor, Assistant Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2008 - Present
Wachovia July 2004 - February 2007
Wachovia April 2001 - July 2004
Education
The Citadel 1991 — 1995
BS Business Administration
Wells Fargo December 2008 - Present
Wachovia July 2004 - February 2007
Wachovia April 2001 - July 2004
Education
The Citadel 1991 — 1995
BS Business Administration
Cassandra Baxter's Wachovia Experience June 2007 - October 2008
Job Owner,Senior Appraiser at Globe Appraisal Group
Industry Real Estate
Experience
Globe Appraisal Group January 2009 - Present
The Boxing Club October 2008 - January 2010
Forsythe Appraisals March 2009 - May 2009
Wachovia June 2007 - October 2008
World Savings April 2006 - June 2007
Skills
Single Family Homes, Appraisals
Education
Texas A&M University 2001 — 2003
Communication, Communication, Sociology
Globe Appraisal Group January 2009 - Present
The Boxing Club October 2008 - January 2010
Forsythe Appraisals March 2009 - May 2009
Wachovia June 2007 - October 2008
World Savings April 2006 - June 2007
Skills
Single Family Homes, Appraisals
Education
Texas A&M University 2001 — 2003
Communication, Communication, Sociology
Larry Motl's Wachovia Experience May 2007 - October 2010
Job Senior Product Support Specialist at BioHorizons
Industry Medical Devices
Experience
BioHorizons October 2010 - Present
Wachovia May 2007 - October 2010
IKON Office Solutions October 2004 - May 2007
Skills
Marketing, Training, Sales Process, Medical Devices, Selling, Cold Calling, Sales Operations, Product Launch, Salesforce.com, Sales Presentations, Market Development, Sales
Education
Texas A&M University 2000 — 2004
BS
BioHorizons October 2010 - Present
Wachovia May 2007 - October 2010
IKON Office Solutions October 2004 - May 2007
Skills
Marketing, Training, Sales Process, Medical Devices, Selling, Cold Calling, Sales Operations, Product Launch, Salesforce.com, Sales Presentations, Market Development, Sales
Education
Texas A&M University 2000 — 2004
BS
Melinda Borroel's Wachovia Experience April 2006 - September 2007
Job Branch Manager at Northstar Bank of Texas
Industry Banking
Experience
Northstar Bank of Texas August 2010 - Present
Northstar Bank of Texas July 2009 - August 2010
Northstar Bank of Texas September 2007 - July 2009
Wachovia April 2006 - September 2007
Wachovia Bank February 2005 - April 2006
Skills
Banking, Customer Service, Finance, Management, Portfolio Management, Retail Banking, Team Building
Education
Texas A&M University 2000 — 2004
Bachelor of Science (BS), Sociology
Northstar Bank of Texas August 2010 - Present
Northstar Bank of Texas July 2009 - August 2010
Northstar Bank of Texas September 2007 - July 2009
Wachovia April 2006 - September 2007
Wachovia Bank February 2005 - April 2006
Skills
Banking, Customer Service, Finance, Management, Portfolio Management, Retail Banking, Team Building
Education
Texas A&M University 2000 — 2004
Bachelor of Science (BS), Sociology
Steve Garfinkle's Wachovia Experience November 1994 - Present
Job Corporate Properties Group Finance Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank 2009 - Present
Wells Fargo 1995 - Present
Wachovia November 1994 - Present
Marriott Vacation Club International June 1998 - June 1999
Marriott International September 1989 - October 1994
Education
The George Washington University - School of Business 1990 — 1992
MBA, Finance
University of Richmond - Robins School of Business 1985 — 1989
Bachelor of Science- BS, Finance/Management
Wells Fargo Bank 2009 - Present
Wells Fargo 1995 - Present
Wachovia November 1994 - Present
Marriott Vacation Club International June 1998 - June 1999
Marriott International September 1989 - October 1994
Education
The George Washington University - School of Business 1990 — 1992
MBA, Finance
University of Richmond - Robins School of Business 1985 — 1989
Bachelor of Science- BS, Finance/Management
Crescent Apostolides's Wachovia Experience April 2003 - Present
Job Learning Strategist at Wachovia
Industry Financial Services
Experience
Wachovia April 2003 - Present
Wachovia September 1997 - April 2003
Crestar Bank March 1993 - September 1997
Education
The George Washington University 2000 — 2006
Master of Arts, Education and Human Development
Virginia Commonwealth University 1991 — 1996
Bachelor's, General Studies
Wachovia April 2003 - Present
Wachovia September 1997 - April 2003
Crestar Bank March 1993 - September 1997
Education
The George Washington University 2000 — 2006
Master of Arts, Education and Human Development
Virginia Commonwealth University 1991 — 1996
Bachelor's, General Studies
Jane Sausanavage's Wachovia Experience 1992 - 2004
Job IT Business Analyst at Chubb
Industry Information Technology and Services
Experience
Chubb April 2012 - Present
Booz & Company July 2010 - May 2011
Strategic Staffing Solutions 2005 - 2008
Wachovia 1992 - 2004
SEI 1990 - 1992
Skills
Requirements Analysis, SDLC, Analysis, Business Requirements, Project Management, Testing, Requirements Gathering, Business Process..., Systems Analysis, Business Process, Visio, Vendor Management, Process Improvement, CRM, Business Analysis
Education
The College of New Jersey
BS, Business Administration
Chubb April 2012 - Present
Booz & Company July 2010 - May 2011
Strategic Staffing Solutions 2005 - 2008
Wachovia 1992 - 2004
SEI 1990 - 1992
Skills
Requirements Analysis, SDLC, Analysis, Business Requirements, Project Management, Testing, Requirements Gathering, Business Process..., Systems Analysis, Business Process, Visio, Vendor Management, Process Improvement, CRM, Business Analysis
Education
The College of New Jersey
BS, Business Administration
Christopher Baduini's Wachovia Experience 1992 - 2009
Job Wachovia Mortgage
Industry Banking
Experience
Wachovia Mortgage February 1992 - Present
Wachovia 1992 - 2009
Education
Syracuse University 1983 — 1987
BA, PoliticalScience
Columbia High School
Wachovia Mortgage February 1992 - Present
Wachovia 1992 - 2009
Education
Syracuse University 1983 — 1987
BA, PoliticalScience
Columbia High School
David Smuda's Wachovia Experience March 2002 - Present
Job Application Systems Engineer
Industry Information Technology and Services
Experience
Wachovia March 2002 - Present
Education
The Citadel 1987 — 1991
BS, Computer Science
Wachovia March 2002 - Present
Education
The Citadel 1987 — 1991
BS, Computer Science
Carol Stinson's Wachovia Experience 1996 - 2009
Job Systems Programmer at Wells Fargo
Industry Banking
Experience
Wells Fargo August 1997 - Present
Wachovia 1996 - 2009
IRS 1990 - 1996
Skills
RACF, ISPF, TSO, IBM Utilities, JES2, SDSF, z/OS, MVS, Connect Direct
Education
SUNY Polytechnic Institute 1988 — 1990
Bachelors, Computer Information Systems
Wells Fargo August 1997 - Present
Wachovia 1996 - 2009
IRS 1990 - 1996
Skills
RACF, ISPF, TSO, IBM Utilities, JES2, SDSF, z/OS, MVS, Connect Direct
Education
SUNY Polytechnic Institute 1988 — 1990
Bachelors, Computer Information Systems
Tommy Battle's Wachovia Experience February 1995 - February 2003
Job Headmaster at Virginia Episcopal School
Industry Education Management
Experience
Virginia Episcopal School July 2010 - Present
Smith Barney 2003 - June 2010
Wachovia February 1995 - February 2003
Virginia Episcopal School July 1987 - June 1993
Skills
Admissions, Enrollment Management, Fundraising, Curriculum Design, Public Speaking, Teaching, Staff Development, Student Financial Aid, Leadership Development, Leadership, Coaching, Public Relations, Social Media, Event Planning, Educational Consulting, Strategic Planning, Educational Leadership, Research, Nonprofits, Marketing Strategy, Volunteer Management, Program Development, Higher Education
Education
The College of William and Mary - The Mason School of Business 1993 — 1995
MBA, Business Management
University of Virginia 1983 — 1987
B.A., Economics
Virginia Episcopal School 1980 — 1983
Virginia Episcopal School July 2010 - Present
Smith Barney 2003 - June 2010
Wachovia February 1995 - February 2003
Virginia Episcopal School July 1987 - June 1993
Skills
Admissions, Enrollment Management, Fundraising, Curriculum Design, Public Speaking, Teaching, Staff Development, Student Financial Aid, Leadership Development, Leadership, Coaching, Public Relations, Social Media, Event Planning, Educational Consulting, Strategic Planning, Educational Leadership, Research, Nonprofits, Marketing Strategy, Volunteer Management, Program Development, Higher Education
Education
The College of William and Mary - The Mason School of Business 1993 — 1995
MBA, Business Management
University of Virginia 1983 — 1987
B.A., Economics
Virginia Episcopal School 1980 — 1983
Alex Lesyk's Wachovia Experience March 2002 - April 2006
Job at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
Merrill Lynch May 2012 - September 2014
Merrill Lynch January 2010 - April 2012
Lincoln Financial Distributors April 2006 - August 2009
Wachovia March 2002 - April 2006
Northwestern Mutual August 1999 - March 2002
Skills
Series 7, Retirement, Retirement Planning, Financial Advisory, Life Insurance, Banking, Sales Process, Series 63, FINRA, 401k, ETFs, Mutual Funds, IRAs, Fixed Annuities, Wealth Management, Separately Managed..., Financial Services, Insurance, Investments, Portfolio Management, Securities
Education
Temple University
B.A.
Merrill Lynch September 2014 - Present
Merrill Lynch May 2012 - September 2014
Merrill Lynch January 2010 - April 2012
Lincoln Financial Distributors April 2006 - August 2009
Wachovia March 2002 - April 2006
Northwestern Mutual August 1999 - March 2002
Skills
Series 7, Retirement, Retirement Planning, Financial Advisory, Life Insurance, Banking, Sales Process, Series 63, FINRA, 401k, ETFs, Mutual Funds, IRAs, Fixed Annuities, Wealth Management, Separately Managed..., Financial Services, Insurance, Investments, Portfolio Management, Securities
Education
Temple University
B.A.
Steven A Vilardi's Wachovia Experience 2002 - 2006
Job Vice President at PNC Bank
Industry Banking
Experience
PNC Bank January 2007 - Present
Sun National Bank January 2006 - January 2007
Wachovia 2002 - 2006
Skills
Commercial Lending, Credit Analysis, Treasury Management, Banking, Cash Management, Relationship Management, Risk Management, Investments, Small Business Lending, Commercial Banking, Loans, Consumer Lending, Vendor Management, Mergers, SBA, Lines Of Credit, Asset Based Lending, Commercial Mortgages, Insurance, Retail Banking, Cross Selling, Loan Origination, Mergers & Acquisitions, Mortgage Lending, Portfolio Management, Financial Services, Mortgage Banking
Education
Temple University 1993 — 1997
BA, Communication and Media Studies
PNC Bank January 2007 - Present
Sun National Bank January 2006 - January 2007
Wachovia 2002 - 2006
Skills
Commercial Lending, Credit Analysis, Treasury Management, Banking, Cash Management, Relationship Management, Risk Management, Investments, Small Business Lending, Commercial Banking, Loans, Consumer Lending, Vendor Management, Mergers, SBA, Lines Of Credit, Asset Based Lending, Commercial Mortgages, Insurance, Retail Banking, Cross Selling, Loan Origination, Mergers & Acquisitions, Mortgage Lending, Portfolio Management, Financial Services, Mortgage Banking
Education
Temple University 1993 — 1997
BA, Communication and Media Studies
Janice Borgfeld's Wachovia Experience August 2008 - October 2009
Job Sr Project Control Analyst
Industry Outsourcing/Offshoring
Experience
Currently Available for Work November 2009 - Present
Accenture 2010 - 2011
Wachovia August 2008 - October 2009
Wachovia, A Wells Fargo Company March 2008 - October 2009
Wachovia March 2008 - July 2008
Alamo Community College District (ACCD) January 2008 - March 2008
Comal Independent School District October 2007 - December 2007
American Funds November 2006 - October 2007
Alliance Bernstein May 2006 - September 2006
American Funds July 2004 - April 2006
Skills
Recruiting, Lotus Notes, Business Analysis, Project Management, Vendor Management, Business Requirements, Networking, Disaster Recovery, Microsoft Office, MS Project, Process Improvement, Analysis, Information Technology, Interviews, Time Management, Training, Budgets, Visio, Testing, SharePoint, SDLC, Program Management, Management, Access, Accounting, Teamwork, CRM
Education
Education Service Center - TOPP 2007 — 2008
Education
Texas State University 1984 — 1989
BBA, Business Management
Currently Available for Work November 2009 - Present
Accenture 2010 - 2011
Wachovia August 2008 - October 2009
Wachovia, A Wells Fargo Company March 2008 - October 2009
Wachovia March 2008 - July 2008
Alamo Community College District (ACCD) January 2008 - March 2008
Comal Independent School District October 2007 - December 2007
American Funds November 2006 - October 2007
Alliance Bernstein May 2006 - September 2006
American Funds July 2004 - April 2006
Skills
Recruiting, Lotus Notes, Business Analysis, Project Management, Vendor Management, Business Requirements, Networking, Disaster Recovery, Microsoft Office, MS Project, Process Improvement, Analysis, Information Technology, Interviews, Time Management, Training, Budgets, Visio, Testing, SharePoint, SDLC, Program Management, Management, Access, Accounting, Teamwork, CRM
Education
Education Service Center - TOPP 2007 — 2008
Education
Texas State University 1984 — 1989
BBA, Business Management
Faith Markham's Wachovia Experience October 2001 - April 2011
Job n/a
Industry Banking
Experience
Carolinas Healthcare System October 2014 - Present
Wachovia October 2001 - April 2011
Wachovia 2000 - 2009
Skills
Banking, Risk Management, Vendor Management, SDLC, Process Improvement, Business Analysis, Financial Services, Program Management, SharePoint, Disaster Recovery, IT Management, Access, Management, Enterprise Architecture, Visio, Leadership, Integration
Education
The George Washington University - School of Business
Business Analyst
Carolinas Healthcare System October 2014 - Present
Wachovia October 2001 - April 2011
Wachovia 2000 - 2009
Skills
Banking, Risk Management, Vendor Management, SDLC, Process Improvement, Business Analysis, Financial Services, Program Management, SharePoint, Disaster Recovery, IT Management, Access, Management, Enterprise Architecture, Visio, Leadership, Integration
Education
The George Washington University - School of Business
Business Analyst
Linda Okam's Wachovia Experience July 2004 - April 2008
Job Marketing Professional with extensive experience in quantitative and marketing methods
Industry Marketing and Advertising
Experience
ICF International June 2010 - August 2015
Wachovia July 2004 - April 2008
Skills
Public Speaking, Research, Project Management, E-Learning, Proposal Writing, Program Management, Leadership, Strategic Planning, Analysis, Fundraising, Training, Grant Writing, Leadership Development, Marketing, Social Media, Community Outreach, Higher Education, Nonprofits, Microsoft Office, Team Building, Program Development, Program Evaluation, Organizational..., Government, Teaching, Team Leadership, Management, Public Relations, Event Planning, Change Management, Entrepreneurship, Staff Development
Education
AIU Intercontinental University 2013 — 2015
Bachelor's Degree, Business, Management, Marketing, and Related Support Services, 3.40
AIU Intercontinential University 2012 — 2013
Associate of Arts (AA), Marketing
Tennessee State University 2011 — 2011
Business Administration and Management, General (studied)
ICF International June 2010 - August 2015
Wachovia July 2004 - April 2008
Skills
Public Speaking, Research, Project Management, E-Learning, Proposal Writing, Program Management, Leadership, Strategic Planning, Analysis, Fundraising, Training, Grant Writing, Leadership Development, Marketing, Social Media, Community Outreach, Higher Education, Nonprofits, Microsoft Office, Team Building, Program Development, Program Evaluation, Organizational..., Government, Teaching, Team Leadership, Management, Public Relations, Event Planning, Change Management, Entrepreneurship, Staff Development
Education
AIU Intercontinental University 2013 — 2015
Bachelor's Degree, Business, Management, Marketing, and Related Support Services, 3.40
AIU Intercontinential University 2012 — 2013
Associate of Arts (AA), Marketing
Tennessee State University 2011 — 2011
Business Administration and Management, General (studied)
Dan Capone's Wachovia Experience 1995 - 2007
Job Director, Real Estate Lending Operations. TIAA Direct
Industry Financial Services
Experience
TIAA-CREF January 2013 - Present
TIAA-CREF 2007 - August 2011
Wachovia, A Wells Fargo Company August 1995 - August 2007
Wachovia 1995 - 2007
Skills
Mortgage, Underwriting, Credit, Loans, Retirement, Project Execution, Change Management, Vendor Management, Vendor Relations, Mortgage Lending, Banking Operations, Management, Portfolio Management, Series 63, Budgets, Business Process..., Financial Analysis, Risk Management, Process Improvement, Banking, Financial Services, Business Analysis
Education
The College of New Jersey 1984 — 1988
Bachelor of Science (B.S.)
Hunterdon Central HS 1980 — 1984
High School Diploma
TIAA-CREF January 2013 - Present
TIAA-CREF 2007 - August 2011
Wachovia, A Wells Fargo Company August 1995 - August 2007
Wachovia 1995 - 2007
Skills
Mortgage, Underwriting, Credit, Loans, Retirement, Project Execution, Change Management, Vendor Management, Vendor Relations, Mortgage Lending, Banking Operations, Management, Portfolio Management, Series 63, Budgets, Business Process..., Financial Analysis, Risk Management, Process Improvement, Banking, Financial Services, Business Analysis
Education
The College of New Jersey 1984 — 1988
Bachelor of Science (B.S.)
Hunterdon Central HS 1980 — 1984
High School Diploma
Bishop Jordan's Wachovia Experience 1996 - 2001
Job Senior Vice President at Amundi Smith Breeden
Industry Investment Management
Experience
Amundi Smith Breeden March 2015 - Present
DUMAC, LLC March 2013 - February 2015
Concerto Asset Management June 2011 - February 2015
WBJordan, LLC April 2011 - February 2015
Tiden Capital April 2007 - June 2011
Silverback Asset Management 2004 - 2007
BB&T Asset Management 2001 - 2004
Wachovia 1996 - 2001
Education
University of South Carolina-Columbia 1994 — 1996
Master's, Economics
The Citadel 1990 — 1994
Bachelor's, Business Administration
Amundi Smith Breeden March 2015 - Present
DUMAC, LLC March 2013 - February 2015
Concerto Asset Management June 2011 - February 2015
WBJordan, LLC April 2011 - February 2015
Tiden Capital April 2007 - June 2011
Silverback Asset Management 2004 - 2007
BB&T Asset Management 2001 - 2004
Wachovia 1996 - 2001
Education
University of South Carolina-Columbia 1994 — 1996
Master's, Economics
The Citadel 1990 — 1994
Bachelor's, Business Administration
Patricia Albritton's Wachovia Experience 2008 - 2010
Job Program Manager at TEKsystems Technology Consulting Company
Industry Civic & Social Organization
Experience
Charlotte-Mecklenburg Community Relations Committee November 2012 - Present
TEKsystems Technology Consulting Company January 2011 - Present
Albritton Business Consulting December 2010 - Present
FMBC 2007 - 2011
Wells Fargo Bank January 2009 - December 2010
Wachovia 2008 - 2010
Wachovia, A Wells Fargo Company August 2005 - December 2008
Skills
Operations Management, Project Management, Customer Support, Product Management, Cross-functional Team..., Vendor Management, New Business Development, Program Management, Team Building, Business Process..., Banking, Product Development, Management Consulting, Payments, Project Planning, Leadership, Change Management, Strategic Planning, Business Development, Business Analysis, Process Improvement, Policy, Risk Management, Management, Budgets, Six Sigma, Analysis, SDLC, Strategy, Project Portfolio..., Call Centers, Financial Services, Team Leadership, Business Strategy, Competitive Analysis, Treasury Management, Cash Management, Negotiation, Portfolio Management, Electronic Payments, Finance, CRM, Relationship Management, PMO, Training, Business Requirements, Mergers & Acquisitions, Executive Management, Financial Analysis, MS Project
Education
The George Washington University 2007 — 2009
MBA, Business Administration and Management
Charlotte-Mecklenburg Community Relations Committee November 2012 - Present
TEKsystems Technology Consulting Company January 2011 - Present
Albritton Business Consulting December 2010 - Present
FMBC 2007 - 2011
Wells Fargo Bank January 2009 - December 2010
Wachovia 2008 - 2010
Wachovia, A Wells Fargo Company August 2005 - December 2008
Skills
Operations Management, Project Management, Customer Support, Product Management, Cross-functional Team..., Vendor Management, New Business Development, Program Management, Team Building, Business Process..., Banking, Product Development, Management Consulting, Payments, Project Planning, Leadership, Change Management, Strategic Planning, Business Development, Business Analysis, Process Improvement, Policy, Risk Management, Management, Budgets, Six Sigma, Analysis, SDLC, Strategy, Project Portfolio..., Call Centers, Financial Services, Team Leadership, Business Strategy, Competitive Analysis, Treasury Management, Cash Management, Negotiation, Portfolio Management, Electronic Payments, Finance, CRM, Relationship Management, PMO, Training, Business Requirements, Mergers & Acquisitions, Executive Management, Financial Analysis, MS Project
Education
The George Washington University 2007 — 2009
MBA, Business Administration and Management
HARRIET DOVER's Wachovia Experience August 1995 - March 2000
Job Business Administration/Accounting
Industry Banking
Experience
WELLS FARGO February 2010 - December 2012
WACHOVIA BANK March 2000 - February 2010
WACHOVIA August 1995 - March 2000
FIRST UNION NATIONAL BANK July 1993 - August 1995
Skills
Banking, Bank Reconciliation, Data Entry, Teller Operations, General Ledger
Education
University of Phoenix 2009 — 2014
Accounting
Sullivan University 1984 — 1986
DIPLOMA, Accounting
WELLS FARGO February 2010 - December 2012
WACHOVIA BANK March 2000 - February 2010
WACHOVIA August 1995 - March 2000
FIRST UNION NATIONAL BANK July 1993 - August 1995
Skills
Banking, Bank Reconciliation, Data Entry, Teller Operations, General Ledger
Education
University of Phoenix 2009 — 2014
Accounting
Sullivan University 1984 — 1986
DIPLOMA, Accounting
Kathy Gomeau's Wachovia Experience November 2001 - May 2004
Job Finance Analyst at Crawford Advisors, LLC
Industry Insurance
Experience
Crawford Advisors, LLC May 2004 - Present
Wachovia November 2001 - May 2004
Crawford, Slevin & Hicks, Inc. November 1996 - November 2001
Skills
Insurance, Accounts Payable, Payroll, QuickBooks, 1099 Preparation, Health Insurance, Benefits Administration, Microsoft Excel, Customer Service, Microsoft Office
Education
Temple University
Crawford Advisors, LLC May 2004 - Present
Wachovia November 2001 - May 2004
Crawford, Slevin & Hicks, Inc. November 1996 - November 2001
Skills
Insurance, Accounts Payable, Payroll, QuickBooks, 1099 Preparation, Health Insurance, Benefits Administration, Microsoft Excel, Customer Service, Microsoft Office
Education
Temple University
Darryl Reader's Wachovia Experience June 1972 - Present
Job Retired at Wachovia
Industry Banking
Experience
Wachovia June 1972 - Present
Grogan Associates November 2004 - October 2008
Langley AFB VA August 1968 - July 1972
Education
Texas State University-San Marcos
Wachovia June 1972 - Present
Grogan Associates November 2004 - October 2008
Langley AFB VA August 1968 - July 1972
Education
Texas State University-San Marcos
Scott Stracka's Wachovia Experience April 2003 - December 2008
Job Vice President at Capital One Multifamily Finance
Industry Financial Services
Experience
Capital One Multifamily Finance December 2014 - Present
Wells Fargo Bank December 2008 - November 2014
Wachovia April 2003 - December 2008
Prudential Financial July 1997 - October 2002
Education
Susquehanna University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
Capital One Multifamily Finance December 2014 - Present
Wells Fargo Bank December 2008 - November 2014
Wachovia April 2003 - December 2008
Prudential Financial July 1997 - October 2002
Education
Susquehanna University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
Rafael A. Caintic Jr.'s Wachovia Experience 2006 - 2009
Job Field & Internet Sales Professional
Industry Internet
Experience
Classified Ventures 2011 - 2012
Time After Time, Inc 2010 - 2011
Ricoh Americas Corporation 2009 - 2010
Wachovia 2006 - 2009
World Savings 2002 - 2006
Education
Temple University 1995 — 1999
Bachelor of Arts (BA), Psychology & Criminal Justice
Classified Ventures 2011 - 2012
Time After Time, Inc 2010 - 2011
Ricoh Americas Corporation 2009 - 2010
Wachovia 2006 - 2009
World Savings 2002 - 2006
Education
Temple University 1995 — 1999
Bachelor of Arts (BA), Psychology & Criminal Justice
Chris Baduini's Wachovia Experience September 1992 - April 2009
Job Mortgage Market Manager at PNC
Industry Financial Services
Experience
PNC September 2013 - Present
Fulton Bank of NJ April 2009 - September 2013
Wachovia September 1992 - April 2009
Skills
Mortgage Banking, Mortgage Lending, Management, Sales, Leadership, Sales Management, Team Building, Underwriting
Education
Syracuse University 1984 — 1987
Bachelor of Arts (B.A.), Political Science and Government
Columbia High School , Maplewwod NJ 1980 — 1983
PNC September 2013 - Present
Fulton Bank of NJ April 2009 - September 2013
Wachovia September 1992 - April 2009
Skills
Mortgage Banking, Mortgage Lending, Management, Sales, Leadership, Sales Management, Team Building, Underwriting
Education
Syracuse University 1984 — 1987
Bachelor of Arts (B.A.), Political Science and Government
Columbia High School , Maplewwod NJ 1980 — 1983
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.