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
Kathy Obear Kathy Obear's Wachovia Experience 2000 - 2008
Job Life Coaching
Industry Management Consulting
Experience
Kathy Obear, Life Coach 2014 - Present
ACPA - College Student Educators International 2013 - Present
White Privilege Conference 2006 - Present
Social Justice Training Institute January 1997 - Present
Alliance for Change Consulting January 1984 - Present
Elsie Y. Cross Associates 1991 - 2011
Wachovia 2000 - 2008
Skills
Organizational..., Change Management, Executive Coaching, Organizational..., Leadership Development, MBTI, Training, Non-profits, Social Justice, Career Development, Leadership, Personal Development, Workshop Facilitation, Diversity Training, Conflict Resolution, Public Speaking, Higher Education, Training Delivery, Program Development, Instructional Design, Coaching, Staff Development, Career Counseling, Management, Strategy, Employee Training, Culture Change, Emotional Intelligence, Management Consulting, Succession Planning, Consulting, Resume Writing, Organizational Design, Employee Engagement, Management Development, Performance Improvement, Performance Management, Team Building, Interviews, Program Management, Adult Education, Diversity & Inclusion, Policy, Facilitation, Conflict Management, Nonprofits
Education
University of Massachusetts, Amherst 1988 — 2000
Ed.D., Social Justice Education
Washington College 1974 — 1978
B.A., History, Secondary Education
Kathy Obear, Life Coach 2014 - Present
ACPA - College Student Educators International 2013 - Present
White Privilege Conference 2006 - Present
Social Justice Training Institute January 1997 - Present
Alliance for Change Consulting January 1984 - Present
Elsie Y. Cross Associates 1991 - 2011
Wachovia 2000 - 2008
Skills
Organizational..., Change Management, Executive Coaching, Organizational..., Leadership Development, MBTI, Training, Non-profits, Social Justice, Career Development, Leadership, Personal Development, Workshop Facilitation, Diversity Training, Conflict Resolution, Public Speaking, Higher Education, Training Delivery, Program Development, Instructional Design, Coaching, Staff Development, Career Counseling, Management, Strategy, Employee Training, Culture Change, Emotional Intelligence, Management Consulting, Succession Planning, Consulting, Resume Writing, Organizational Design, Employee Engagement, Management Development, Performance Improvement, Performance Management, Team Building, Interviews, Program Management, Adult Education, Diversity & Inclusion, Policy, Facilitation, Conflict Management, Nonprofits
Education
University of Massachusetts, Amherst 1988 — 2000
Ed.D., Social Justice Education
Washington College 1974 — 1978
B.A., History, Secondary Education
Kristopher Adams Kristopher Adams's Wachovia Experience March 2006 - February 2009
Job President Derekson Enterprises LLC
Industry Retail
Experience
Mattress Peddlers May 2013 - Present
PNC Bank February 2011 - March 2013
WSFS Bank February 2009 - February 2011
Wachovia March 2006 - February 2009
The Columbia Bank March 2000 - May 2004
Skills
Loans, Banking, Credit, Small Business Lending, Commercial Lending, Investments, Financial Analysis, Retail Banking, Credit Analysis, Consumer Lending, Commercial Banking, Strategic Financial..., Loan Origination, Asset Managment, Treasury Management, Mutual Funds, Small Business, Lines Of Credit, Branch Management, Business Development, Series 63, Retail, Sales, Cross Selling, Customer Service, Securities, Credit Risk, Cash Management, Finance, Management, Marketing, New Business Development, Public Speaking, Leadership
Education
University of Maryland College Park 1996 — 1999
BA, Economics
Sussex Central 1992 — 1996
College Preparatory Degree
Mattress Peddlers May 2013 - Present
PNC Bank February 2011 - March 2013
WSFS Bank February 2009 - February 2011
Wachovia March 2006 - February 2009
The Columbia Bank March 2000 - May 2004
Skills
Loans, Banking, Credit, Small Business Lending, Commercial Lending, Investments, Financial Analysis, Retail Banking, Credit Analysis, Consumer Lending, Commercial Banking, Strategic Financial..., Loan Origination, Asset Managment, Treasury Management, Mutual Funds, Small Business, Lines Of Credit, Branch Management, Business Development, Series 63, Retail, Sales, Cross Selling, Customer Service, Securities, Credit Risk, Cash Management, Finance, Management, Marketing, New Business Development, Public Speaking, Leadership
Education
University of Maryland College Park 1996 — 1999
BA, Economics
Sussex Central 1992 — 1996
College Preparatory Degree
Jude Runge's Wachovia Experience October 1999 - December 2001
Job Marketing Director Runge & Company / PaymentPath Consulting
Industry Marketing and Advertising
Experience
Runge & Company and PaymentPath Consulting April 2012 - Present
Wells Fargo December 2001 - April 2012
Wachovia October 1999 - December 2001
Wachovia October 1998 - October 1999
Wachovia April 1997 - October 1998
Bank of Louisville (now BB&T) June 1993 - March 1997
Davis Advertising Inc. March 1990 - June 1993
Skills
Customer Acquisition, Direct Marketing, Brand Awareness, E-commerce, Analytics, Online Advertising, Interactive Marketing, Online Marketing, Financial Services, Strategic Partnerships, SEM, Email Marketing, Strategy, Sales, Product Management, Marketing Strategy, CRM, Marketing, Cross-functional Team..., Segmentation, Leadership, Integrated Marketing, Customer Retention, Business Strategy, Creative Direction
Education
University of Louisville 1985 — 1989
BA, Communications, Advertising, Business to Consumer Marketing
Runge & Company and PaymentPath Consulting April 2012 - Present
Wells Fargo December 2001 - April 2012
Wachovia October 1999 - December 2001
Wachovia October 1998 - October 1999
Wachovia April 1997 - October 1998
Bank of Louisville (now BB&T) June 1993 - March 1997
Davis Advertising Inc. March 1990 - June 1993
Skills
Customer Acquisition, Direct Marketing, Brand Awareness, E-commerce, Analytics, Online Advertising, Interactive Marketing, Online Marketing, Financial Services, Strategic Partnerships, SEM, Email Marketing, Strategy, Sales, Product Management, Marketing Strategy, CRM, Marketing, Cross-functional Team..., Segmentation, Leadership, Integrated Marketing, Customer Retention, Business Strategy, Creative Direction
Education
University of Louisville 1985 — 1989
BA, Communications, Advertising, Business to Consumer Marketing
Caroline Griffin Caroline Griffin's Wachovia Experience March 2006 - January 2009
Job Managing Director, Tax
Industry Accounting
Experience
KPMG January 2009 - Present
Wachovia March 2006 - January 2009
Skills
Sarbanes-Oxley Act, Mergers & Acquisitions, SEC filings, Tax, CPA, Accounting, Tax Accounting, Income Tax, Sarbanes-Oxley, Financial Reporting, Corporate Tax, Big 4, GAAP, Internal Controls, Tax Research, US GAAP
Education
Wake Forest University School of Business 2005 — 2007
MBA
University of Mississippi 1994 — 1999
BAC, MAT, Accountancy, Taxation
KPMG January 2009 - Present
Wachovia March 2006 - January 2009
Skills
Sarbanes-Oxley Act, Mergers & Acquisitions, SEC filings, Tax, CPA, Accounting, Tax Accounting, Income Tax, Sarbanes-Oxley, Financial Reporting, Corporate Tax, Big 4, GAAP, Internal Controls, Tax Research, US GAAP
Education
Wake Forest University School of Business 2005 — 2007
MBA
University of Mississippi 1994 — 1999
BAC, MAT, Accountancy, Taxation
Swapnika Palakodety's Wachovia Experience August 2006 - September 2007
Job QA LEAD
Industry Computer Software
Experience
TIAA-CREF November 2014 - Present
WF June 2013 - April 2014
PacketVideo September 2007 - May 2013
Wachovia August 2006 - September 2007
Keane January 2005 - July 2006
Vaktech January 2004 - January 2005
Skills
Test Planning, Manual Testing, JMeter, Test Automation, Tomcat, Apache, QTP, JUnit, QA Automation, Quality Assurance, MySQL database design, MySQL, REST, Eclipse, Web Services, XML, Performance Testing, Automation, Testing, JIRA, Requirements Analysis, SQL, Requirements Gathering, Agile Methodologies, SDLC
Education
University of Louisiana at Lafayette 2000 — 2002
Master of Science (M.S.), EE (Telecom)
VNR VJIET 1996 — 2000
Bachelor of Technology (B.Tech.), Electrical, Electronics and Communications Engineering
TIAA-CREF November 2014 - Present
WF June 2013 - April 2014
PacketVideo September 2007 - May 2013
Wachovia August 2006 - September 2007
Keane January 2005 - July 2006
Vaktech January 2004 - January 2005
Skills
Test Planning, Manual Testing, JMeter, Test Automation, Tomcat, Apache, QTP, JUnit, QA Automation, Quality Assurance, MySQL database design, MySQL, REST, Eclipse, Web Services, XML, Performance Testing, Automation, Testing, JIRA, Requirements Analysis, SQL, Requirements Gathering, Agile Methodologies, SDLC
Education
University of Louisiana at Lafayette 2000 — 2002
Master of Science (M.S.), EE (Telecom)
VNR VJIET 1996 — 2000
Bachelor of Technology (B.Tech.), Electrical, Electronics and Communications Engineering
Perry Abney's Wachovia Experience January 2008 - December 2009
Job Account Manager at Strategic Staffing Solutions
Industry Information Technology and Services
Experience
Strategic Staffing Solutions February 2015 - Present
Dex Media September 2014 - Present
T-Mobile October 2012 - March 2014
NewTECH Medical March 2011 - October 2012
New York Life Insurance Company December 2009 - June 2011
Wachovia January 2008 - December 2009
Village Home Mortgage October 2004 - December 2007
Skills
Retirement Planning, Fixed Annuities, Mutual Funds, Investments, CRM, Finance, Sales, Financial Services, Management, Leadership, Credit, Business Development, Sales Process, Forecasting, Strategic Financial..., Sales Operations
Education
University of Maryland College Park
Electrical and Electronics Engineering
Strategic Staffing Solutions February 2015 - Present
Dex Media September 2014 - Present
T-Mobile October 2012 - March 2014
NewTECH Medical March 2011 - October 2012
New York Life Insurance Company December 2009 - June 2011
Wachovia January 2008 - December 2009
Village Home Mortgage October 2004 - December 2007
Skills
Retirement Planning, Fixed Annuities, Mutual Funds, Investments, CRM, Finance, Sales, Financial Services, Management, Leadership, Credit, Business Development, Sales Process, Forecasting, Strategic Financial..., Sales Operations
Education
University of Maryland College Park
Electrical and Electronics Engineering
Mauri Yopp's Wachovia Experience 1996 - 1998
Job Manager at Registered Investment Advisory Firm
Industry Financial Services
Experience
N/A 2000 - Present
IMIS - Symphoni Interactive 1998 - 2000
Wachovia 1996 - 1998
Bank of America 1987 - 1996
Benjamin Franklin Financial Group 1982 - 1986
Skills
Operations Management, Project Management, Team Building, Change Management, Strategic Planning, Financial Analysis, Vendor Management, Corporate Finance, Operating Systems, Business Process..., Technical Writing, Business Strategy, Financial Management..., Security Operations, Human Resource..., Financial Modeling, Retirement, Risk Management, Banking, Financial Services, Securities, Investments, Management
Education
University of Kentucky 1977 — 1982
Bachelor of Arts (B.A.), Psychology
N/A 2000 - Present
IMIS - Symphoni Interactive 1998 - 2000
Wachovia 1996 - 1998
Bank of America 1987 - 1996
Benjamin Franklin Financial Group 1982 - 1986
Skills
Operations Management, Project Management, Team Building, Change Management, Strategic Planning, Financial Analysis, Vendor Management, Corporate Finance, Operating Systems, Business Process..., Technical Writing, Business Strategy, Financial Management..., Security Operations, Human Resource..., Financial Modeling, Retirement, Risk Management, Banking, Financial Services, Securities, Investments, Management
Education
University of Kentucky 1977 — 1982
Bachelor of Arts (B.A.), Psychology
Carol Houle's Wachovia Experience 2000 - 2005
Job Managing Director at Cisco
Industry Management Consulting
Experience
Cisco November 2014 - Present
EMC January 2012 - October 2014
EMC Computer Systems April 2010 - February 2012
EMC Consulting Group October 2009 - April 2010
NouvEON Technology Partners September 2004 - October 2009
Wachovia 2000 - 2005
Price Waterhouse Management Consultants January 1995 - January 2000
Price Waterhouse Management Consultants May 1993 - January 1995
Skills
IT Strategy, Change Management, Business Process..., Management Consulting, Process Improvement, New Business Development, Management, Leadership, Professional Services, Business Process, Cloud Computing, Project Portfolio..., PMO, IT Management, Business Development, Team Management, Analysis, Business Transformation, Consulting, Enterprise Architecture, Enterprise Software, ITIL, Integration, Project Management, Business Intelligence, Executive Management, SDLC, Security, Vendor Management, Business Analysis
Education
University of Maryland College Park 1989 — 1993
Bachelor of Science Finance, Finance and Management Information Systems
Cisco November 2014 - Present
EMC January 2012 - October 2014
EMC Computer Systems April 2010 - February 2012
EMC Consulting Group October 2009 - April 2010
NouvEON Technology Partners September 2004 - October 2009
Wachovia 2000 - 2005
Price Waterhouse Management Consultants January 1995 - January 2000
Price Waterhouse Management Consultants May 1993 - January 1995
Skills
IT Strategy, Change Management, Business Process..., Management Consulting, Process Improvement, New Business Development, Management, Leadership, Professional Services, Business Process, Cloud Computing, Project Portfolio..., PMO, IT Management, Business Development, Team Management, Analysis, Business Transformation, Consulting, Enterprise Architecture, Enterprise Software, ITIL, Integration, Project Management, Business Intelligence, Executive Management, SDLC, Security, Vendor Management, Business Analysis
Education
University of Maryland College Park 1989 — 1993
Bachelor of Science Finance, Finance and Management Information Systems
Joseph Mascioli Joseph Mascioli's Wachovia Experience May 2003 - April 2005
Job Shareholder & Investment Consultant at 361 Capital
Industry Financial Services
Experience
361 Capital March 2015 - Present
EMPOWER Retirement January 2015 - March 2015
EMPOWER Retirement March 2013 - January 2015
Trust Company of America December 2012 - March 2013
OppenheimerFunds December 2010 - June 2012
The Parziale-Kern Group of Wells Fargo Advisors April 2010 - October 2010
Aberdeen Funds July 2006 - January 2009
Aberdeen Funds December 2005 - June 2006
Wachovia May 2003 - April 2005
Education
University of Maryland - Robert H. Smith School of Business
Bachelor's Degree, Finance
361 Capital March 2015 - Present
EMPOWER Retirement January 2015 - March 2015
EMPOWER Retirement March 2013 - January 2015
Trust Company of America December 2012 - March 2013
OppenheimerFunds December 2010 - June 2012
The Parziale-Kern Group of Wells Fargo Advisors April 2010 - October 2010
Aberdeen Funds July 2006 - January 2009
Aberdeen Funds December 2005 - June 2006
Wachovia May 2003 - April 2005
Education
University of Maryland - Robert H. Smith School of Business
Bachelor's Degree, Finance
David Murrell David Murrell's Wachovia Experience 2003 - 2008
Job Vice President at MainStreet Bank
Industry Banking
Experience
MainStreet Bank December 2008 - Present
Wachovia 2003 - 2008
MassMutual Financial Group 2001 - 2003
Skills
Commercial Banking, Credit, Commercial Lending, Loans, Small Business, Mortgage Lending, Banking, Cash Management, Small Business Lending, Financial Services, Relationship Management, Customer Service, Portfolio Management, Credit Analysis, Consumer Lending, Retail Banking, Finance, Underwriting, Credit Risk, Commercial Mortgages, Negotiation, Investments, Deposits, Lines Of Credit, Asset Based Lending, Cross Selling
Education
University of Maryland - Robert H. Smith School of Business 1998 — 2002
B.S. Finance and B.S. Marketing, Finance and Marketing
George Mason University - School of Management 2009 — 2013
Accounting
Wilde Lake High School
MainStreet Bank December 2008 - Present
Wachovia 2003 - 2008
MassMutual Financial Group 2001 - 2003
Skills
Commercial Banking, Credit, Commercial Lending, Loans, Small Business, Mortgage Lending, Banking, Cash Management, Small Business Lending, Financial Services, Relationship Management, Customer Service, Portfolio Management, Credit Analysis, Consumer Lending, Retail Banking, Finance, Underwriting, Credit Risk, Commercial Mortgages, Negotiation, Investments, Deposits, Lines Of Credit, Asset Based Lending, Cross Selling
Education
University of Maryland - Robert H. Smith School of Business 1998 — 2002
B.S. Finance and B.S. Marketing, Finance and Marketing
George Mason University - School of Management 2009 — 2013
Accounting
Wilde Lake High School
Andrew Bartlow Andrew Bartlow's Wachovia Experience August 2007 - March 2010
Job VP Human Resources at Waypoint Homes
Industry Real Estate
Experience
Waypoint Homes February 2014 - Present
Apollo Group June 2012 - February 2014
Diamond Foods, Inc. April 2012 - July 2012
Diamond Foods, Inc. May 2011 - April 2012
Wells Fargo March 2010 - May 2011
Wachovia August 2007 - March 2010
New Century Mortgage July 2006 - June 2007
Washington Mutual Bank September 2005 - July 2006
Washington Mutual October 2004 - September 2005
Washington Mutual May 2003 - October 2004
Skills
Organizational Design, HR Transformation, HR Business Partnering, Change Initiatives, Operational HR, Business Efficiency, HRIS, HR Service Delivery, Human Capital Strategy, Integration Planning, Talent Assessment, Organizational..., HR Policies, Corporate Culture, Employee Engagement, Change Management..., Restructuring, Talent Management, Succession Planning, Human Capital, Performance Management, Employee Benefits, Change Management, Human Resources, Organizational..., Leadership Development, Workshop Facilitation, Messaging, Business Strategy, Process Improvement, Mergers, Employee Relations, Workforce Planning, College Recruiting, Six Sigma, Recruiting, Start-ups, Strategy, Strategic Planning, Coaching, Leadership, Management Consulting, Hiring, Organizational..., Labor Relations, Talent Acquisition, Executive Coaching, Program Management, Mergers & Acquisitions, Employment Law
Education
University of Illinois at Urbana-Champaign 1996 — 1997
MHRIR, Labor and Industrial Relations
University of Illinois at Urbana-Champaign 1993 — 1996
BA, Organizational Psychology
Waypoint Homes February 2014 - Present
Apollo Group June 2012 - February 2014
Diamond Foods, Inc. April 2012 - July 2012
Diamond Foods, Inc. May 2011 - April 2012
Wells Fargo March 2010 - May 2011
Wachovia August 2007 - March 2010
New Century Mortgage July 2006 - June 2007
Washington Mutual Bank September 2005 - July 2006
Washington Mutual October 2004 - September 2005
Washington Mutual May 2003 - October 2004
Skills
Organizational Design, HR Transformation, HR Business Partnering, Change Initiatives, Operational HR, Business Efficiency, HRIS, HR Service Delivery, Human Capital Strategy, Integration Planning, Talent Assessment, Organizational..., HR Policies, Corporate Culture, Employee Engagement, Change Management..., Restructuring, Talent Management, Succession Planning, Human Capital, Performance Management, Employee Benefits, Change Management, Human Resources, Organizational..., Leadership Development, Workshop Facilitation, Messaging, Business Strategy, Process Improvement, Mergers, Employee Relations, Workforce Planning, College Recruiting, Six Sigma, Recruiting, Start-ups, Strategy, Strategic Planning, Coaching, Leadership, Management Consulting, Hiring, Organizational..., Labor Relations, Talent Acquisition, Executive Coaching, Program Management, Mergers & Acquisitions, Employment Law
Education
University of Illinois at Urbana-Champaign 1996 — 1997
MHRIR, Labor and Industrial Relations
University of Illinois at Urbana-Champaign 1993 — 1996
BA, Organizational Psychology
Chandra Duplantis Harris, CPCM, CFCM Chandra Duplantis Harris, CPCM, CFCM's Wachovia Experience May 2000 - August 2005
Job Contracts Manager | Human Resources Consulant | Executive Recruiter
Industry Human Resources
Experience
HumRRO March 2011 - Present
Duplantis Partners August 2005 - Present
HumRRO September 2009 - March 2011
CMCS May 2008 - September 2009
NeuStar November 2008 - March 2009
Greenhouse Gas Services, LLC June 2008 - November 2008
The AES Corporation October 2006 - April 2008
Fannie Mae June 2004 - August 2005
Wachovia May 2000 - August 2005
Skills
Resume Writing, Retained Search, Permanent Placement, Recruiting, Human Resources, Networking, Talent Acquisition, Search Assignments, Corporate Contracts, Federal Contracts, FAR, Government Contract..., Government Contracts Law, FAR compliance, Government Contract..., Contract Requirements, Fixed Price, Federal Government..., GSA Schedule, CPAF, T&M, Legal Research, Analysis, Career Development, Employee Relations, Executive Search, Hiring, Interviews, Leadership, Personnel Management, Program Management, Proposal Writing, Sourcing, Strategy, Talent Management, Temporary Placement, Succession Planning, Applicant Tracking..., Workforce Planning
Education
University of Maryland College Park 2003 — 2005
BS
H. L. Bourgeois High School Class of 1986
HumRRO March 2011 - Present
Duplantis Partners August 2005 - Present
HumRRO September 2009 - March 2011
CMCS May 2008 - September 2009
NeuStar November 2008 - March 2009
Greenhouse Gas Services, LLC June 2008 - November 2008
The AES Corporation October 2006 - April 2008
Fannie Mae June 2004 - August 2005
Wachovia May 2000 - August 2005
Skills
Resume Writing, Retained Search, Permanent Placement, Recruiting, Human Resources, Networking, Talent Acquisition, Search Assignments, Corporate Contracts, Federal Contracts, FAR, Government Contract..., Government Contracts Law, FAR compliance, Government Contract..., Contract Requirements, Fixed Price, Federal Government..., GSA Schedule, CPAF, T&M, Legal Research, Analysis, Career Development, Employee Relations, Executive Search, Hiring, Interviews, Leadership, Personnel Management, Program Management, Proposal Writing, Sourcing, Strategy, Talent Management, Temporary Placement, Succession Planning, Applicant Tracking..., Workforce Planning
Education
University of Maryland College Park 2003 — 2005
BS
H. L. Bourgeois High School Class of 1986
Jewelanda Shearls's Wachovia Experience March 2008 - April 2009
Job Software Services at CPSI
Industry Information Technology and Services
Experience
CPSI May 2009 - Present
Wachovia March 2008 - April 2009
Skills
Linux, Unix, Troubleshooting, Integration, XML, SQL, Microsoft SQL Server, Java, Software Documentation, JavaScript, Testing, Software Project..., Software Installation
Education
University of Mobile 2005 — 2009
CPSI May 2009 - Present
Wachovia March 2008 - April 2009
Skills
Linux, Unix, Troubleshooting, Integration, XML, SQL, Microsoft SQL Server, Java, Software Documentation, JavaScript, Testing, Software Project..., Software Installation
Education
University of Mobile 2005 — 2009
Brad Sonnier's Wachovia Experience January 2005 - October 2007
Job Managing Partner at SMB Investment Center
Industry Investment Management
Experience
SMB Investment Center October 2007 - Present
Infantry Officer, Louisiana National Guard April 1986 - April 2015
Wachovia January 2005 - October 2007
Legg Mason 1996 - 2005
Skills
Financial Services, Portfolio Management, Investments, Military, Leadership, Wealth Management, Financial Planning, Security Clearance, Strategy, Finance, Risk Management, Strategic Financial..., Strategic Planning, Team Building, Financial Analysis, Training, Retirement, Retirement Planning, Estate Planning, Series 7
Education
University of Louisiana at Lafayette 1990 — 1996
Bachelor of Science, Finance
SMB Investment Center October 2007 - Present
Infantry Officer, Louisiana National Guard April 1986 - April 2015
Wachovia January 2005 - October 2007
Legg Mason 1996 - 2005
Skills
Financial Services, Portfolio Management, Investments, Military, Leadership, Wealth Management, Financial Planning, Security Clearance, Strategy, Finance, Risk Management, Strategic Financial..., Strategic Planning, Team Building, Financial Analysis, Training, Retirement, Retirement Planning, Estate Planning, Series 7
Education
University of Louisiana at Lafayette 1990 — 1996
Bachelor of Science, Finance
Dan Thorpe Dan Thorpe's Wachovia Experience February 2004 - December 2009
Job Vice President of Enterprise Analytics at Lowes
Industry Retail
Experience
Lowes March 2014 - Present
Walmart February 2012 - February 2014
Sam's Club July 2009 - January 2012
Wachovia February 2004 - December 2009
at WL Gore & Associates 1992 - 2004
Skills
Predictive Modeling, Data Analysis, Statistics, Analytics, SAS, Segmentation, Customer Insight, Predictive Analytics, Marketing Analytics, Business Strategy, SPSS, SAS programming, Customer Analysis, Loyalty Marketing, Statistical Modeling, Data Mining, Business Analytics, Business Intelligence, Database Marketing, Big Data, Competitive Analysis, Competitive Intelligence, Financial Services, Management, Market Analysis, Marketing, Marketing Research, Optimization, Quantitative Analytics, Strategy, Thought Leadership
Education
University of Minnesota-Twin Cities 1978 — 2003
BS, MS & PhD, Engineering and Statistics
Marinette Senior High School
Lowes March 2014 - Present
Walmart February 2012 - February 2014
Sam's Club July 2009 - January 2012
Wachovia February 2004 - December 2009
at WL Gore & Associates 1992 - 2004
Skills
Predictive Modeling, Data Analysis, Statistics, Analytics, SAS, Segmentation, Customer Insight, Predictive Analytics, Marketing Analytics, Business Strategy, SPSS, SAS programming, Customer Analysis, Loyalty Marketing, Statistical Modeling, Data Mining, Business Analytics, Business Intelligence, Database Marketing, Big Data, Competitive Analysis, Competitive Intelligence, Financial Services, Management, Market Analysis, Marketing, Marketing Research, Optimization, Quantitative Analytics, Strategy, Thought Leadership
Education
University of Minnesota-Twin Cities 1978 — 2003
BS, MS & PhD, Engineering and Statistics
Marinette Senior High School
Vivian Lytle's Wachovia Experience 2006 - 2009
Job SVP, Digital Marketing Strategy & Execution at Wells Fargo Company
Industry Financial Services
Experience
Wells Fargo 2009 - Present
Wachovia 2006 - 2009
Wachovia 2001 - 2005
Wachovia 1998 - 2000
Wachovia 1996 - 1998
Citibank 1994 - 1996
Behavioral Science Research 1992 - 1994
Southeast Bank, N.A. 1988 - 1991
Southeast Bank, N.A. 1986 - 1988
Skills
Integrated Marketing, Direct Marketing, E-commerce, Online Marketing, Marketing Strategy, Market Research, Digital Media, Marketing Research, Customer Acquisition, Digital Strategy, Digital Marketing, Customer Segmentation..., Banking, Integrated Marketing..., Agency Relationship..., eCommerce, Branding, P&L Responsibility, P&L Management, Business Development, Product Management, Marketing, Social Media Marketing, Advertising
Education
University of Miami - School of Business
MBA, Finance
University of Pennsylvania
BA, Economics
Wells Fargo 2009 - Present
Wachovia 2006 - 2009
Wachovia 2001 - 2005
Wachovia 1998 - 2000
Wachovia 1996 - 1998
Citibank 1994 - 1996
Behavioral Science Research 1992 - 1994
Southeast Bank, N.A. 1988 - 1991
Southeast Bank, N.A. 1986 - 1988
Skills
Integrated Marketing, Direct Marketing, E-commerce, Online Marketing, Marketing Strategy, Market Research, Digital Media, Marketing Research, Customer Acquisition, Digital Strategy, Digital Marketing, Customer Segmentation..., Banking, Integrated Marketing..., Agency Relationship..., eCommerce, Branding, P&L Responsibility, P&L Management, Business Development, Product Management, Marketing, Social Media Marketing, Advertising
Education
University of Miami - School of Business
MBA, Finance
University of Pennsylvania
BA, Economics
Jen Farris's Wachovia Experience 1999 - 2001
Job Broker/Realtor at Allen Tate Realtors
Industry Real Estate
Experience
Allen Tate Realtors 2009 - Present
Wells Fargo (previously Wachovia) 2001 - 2002
Wachovia 1999 - 2001
Fifth Third Bank 1997 - 1999
American National Bank 1996 - 1997
Bank of America (previously Boatmen's National Bank) 1995 - 1996
Skills
Real Estate, Marketing, Sales, Sellers, Business Development, Finance, Portfolio Management, Human Resources, Commercial Real Estate, Capital Markets, Investment Properties
Education
University of Illinois at Urbana-Champaign - College of Business 1991 — 1995
Bachelor's degree, Accounting
Allen Tate Realtors 2009 - Present
Wells Fargo (previously Wachovia) 2001 - 2002
Wachovia 1999 - 2001
Fifth Third Bank 1997 - 1999
American National Bank 1996 - 1997
Bank of America (previously Boatmen's National Bank) 1995 - 1996
Skills
Real Estate, Marketing, Sales, Sellers, Business Development, Finance, Portfolio Management, Human Resources, Commercial Real Estate, Capital Markets, Investment Properties
Education
University of Illinois at Urbana-Champaign - College of Business 1991 — 1995
Bachelor's degree, Accounting
Bhaskaran Mani Bhaskaran Mani's Wachovia Experience April 2005 - December 2008
Job Senior Consultant at Marlabs Inc
Industry Information Technology and Services
Experience
The NPD Group November 2010 - Present
Citi August 2010 - November 2010
Capital One March 2010 - August 2010
Bank of America January 2009 - February 2010
Wachovia April 2005 - December 2008
Mellon Financial September 2004 - March 2005
Skills
Ab Initio, ETL, Data Warehousing, Teradata, Unix, Unix Shell Scripting, Oracle, Autosys, Team Leadership, Informatica, Business Analysis, SQL, Microsoft SQL Server, COBOL, Data Modeling, Requirements Analysis, SDLC, Business Intelligence
Education
University of Madras 2000 — 2004
B.Tech. (Bachelor Degree
The NPD Group November 2010 - Present
Citi August 2010 - November 2010
Capital One March 2010 - August 2010
Bank of America January 2009 - February 2010
Wachovia April 2005 - December 2008
Mellon Financial September 2004 - March 2005
Skills
Ab Initio, ETL, Data Warehousing, Teradata, Unix, Unix Shell Scripting, Oracle, Autosys, Team Leadership, Informatica, Business Analysis, SQL, Microsoft SQL Server, COBOL, Data Modeling, Requirements Analysis, SDLC, Business Intelligence
Education
University of Madras 2000 — 2004
B.Tech. (Bachelor Degree
Cate Stadelman, PMP Cate Stadelman, PMP's Wachovia Experience October 2004 - December 2008
Job Project Management Professional (PMP)
Industry Banking
Experience
Carlisle & Gallagher Consulting Group April 2013 - October 2013
Bank of America November 2010 - December 2012
Wells Fargo January 2009 - October 2010
Wachovia October 2004 - December 2008
Exult 2001 - 2003
Bank of America 1983 - 2001
Skills
Policy, Vendor Management, Risk Management, Process Improvement, Governance, Change Management, Business Process..., Financial Services, SDLC, Strategy, Acquisition Integration, Project Management, Business Analysis, Banking, Process Engineering, Mergers & Acquisitions, Financial Risk, Outsourcing, Business Process, Business Transformation, Security, Management, Leadership
Education
University of Illinois at Urbana-Champaign 1980 — 1982
Wayne State University 1969 — 1977
B.A.
Carlisle & Gallagher Consulting Group April 2013 - October 2013
Bank of America November 2010 - December 2012
Wells Fargo January 2009 - October 2010
Wachovia October 2004 - December 2008
Exult 2001 - 2003
Bank of America 1983 - 2001
Skills
Policy, Vendor Management, Risk Management, Process Improvement, Governance, Change Management, Business Process..., Financial Services, SDLC, Strategy, Acquisition Integration, Project Management, Business Analysis, Banking, Process Engineering, Mergers & Acquisitions, Financial Risk, Outsourcing, Business Process, Business Transformation, Security, Management, Leadership
Education
University of Illinois at Urbana-Champaign 1980 — 1982
Wayne State University 1969 — 1977
B.A.
Steven Holdmeyer Steven Holdmeyer's Wachovia Experience July 2007 - July 2008
Job Financial Advisor at Wells Fargo, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2014 - Present
InvestorServices the brokerage team member of Metcalf Bank May 2011 - 2014
Central Bancompany 2008 - 2014
Wachovia July 2007 - July 2008
Atlas Securities 2005 - 2007
Atlas Securities 2002 - 2005
Arch Wireless 2000 - 2001
The Groves 1997 - 1998
The Groves 1997 - 1998
Skills
Retirement Planning, Mutual Funds, Life Insurance, Stocks, Unit Investment Trusts, Annuities, IRA's, Tax-Free Bonds
Education
University of Missouri-Columbia 1990 — 1994
Lee's Summit HS
Sales PRO
Wells Fargo Advisors, LLC September 2014 - Present
InvestorServices the brokerage team member of Metcalf Bank May 2011 - 2014
Central Bancompany 2008 - 2014
Wachovia July 2007 - July 2008
Atlas Securities 2005 - 2007
Atlas Securities 2002 - 2005
Arch Wireless 2000 - 2001
The Groves 1997 - 1998
The Groves 1997 - 1998
Skills
Retirement Planning, Mutual Funds, Life Insurance, Stocks, Unit Investment Trusts, Annuities, IRA's, Tax-Free Bonds
Education
University of Missouri-Columbia 1990 — 1994
Lee's Summit HS
Sales PRO
Jack Papaleonti, GRI Jack Papaleonti, GRI's Wachovia Experience September 2001 - June 2004
Job Associate Broker at Academy Realty
Industry Real Estate
Experience
Academy Realty June 2004 - Present
Sunbelt Capital Group June 2004 - January 2007
Wachovia September 2001 - June 2004
Education
University of Maryland College Park 1989 — 1992
Academy Realty June 2004 - Present
Sunbelt Capital Group June 2004 - January 2007
Wachovia September 2001 - June 2004
Education
University of Maryland College Park 1989 — 1992
Kimberly (Kimberly Marx) Moran Kimberly (Kimberly Marx) Moran's Wachovia Experience February 2007 - September 2007
Job Program Manager and Client Service Lead at Evoke Learning
Industry Education Management
Experience
Evoke Learning June 2012 - Present
Bank of America June 2011 - June 2012
Wells Fargo December 2010 - May 2011
Bank of America July 2009 - December 2010
viasource 2009 - 2010
Wachovia February 2007 - September 2007
Wachovia September 2005 - July 2006
Bank of America June 1994 - September 2005
Skills
Project Management, Credit Analysis, Employee Training, Supply Chain Management, Change Management, Process Improvement, Vendor Management, Relationship Management, Needs Analysis, Risk Management, Performance Improvement, Performance Management, Program Management, Cross-functional Team..., Training, Six Sigma, Coaching, PMO, Software Documentation, Team Leadership, Leadership Development
Education
University of Maryland Baltimore County 1990 — 1994
Economics, Accounting, Economics
Evoke Learning June 2012 - Present
Bank of America June 2011 - June 2012
Wells Fargo December 2010 - May 2011
Bank of America July 2009 - December 2010
viasource 2009 - 2010
Wachovia February 2007 - September 2007
Wachovia September 2005 - July 2006
Bank of America June 1994 - September 2005
Skills
Project Management, Credit Analysis, Employee Training, Supply Chain Management, Change Management, Process Improvement, Vendor Management, Relationship Management, Needs Analysis, Risk Management, Performance Improvement, Performance Management, Program Management, Cross-functional Team..., Training, Six Sigma, Coaching, PMO, Software Documentation, Team Leadership, Leadership Development
Education
University of Maryland Baltimore County 1990 — 1994
Economics, Accounting, Economics
Kathleen Yates Kathleen Yates's Wachovia Experience May 1982 - September 2008
Job Senior Office Operations Manager at Dress for Success Washington, DC
Industry Nonprofit Organization Management
Experience
Dress for Success, Washington DC August 2013 - Present
Gentiva Health Services June 2009 - March 2013
Kelly Services October 2008 - June 2009
Wachovia May 1982 - September 2008
Wachovia 1985 - 2008
Skills
Coaching, Customer Service, Human Resources, Training, Employee Benefits, Onboarding, Recruiting, Employee Relations, Public Relations, Public Speaking, Teaching, Leadership Development, Team Building, Banking, Marketing, Employee Training, Interviews, Time Management, Management, Strategic Planning, Research, Leadership
Education
University of Maryland College Park 1978 — 1982
BA, American Studies
St. A
Dress for Success, Washington DC August 2013 - Present
Gentiva Health Services June 2009 - March 2013
Kelly Services October 2008 - June 2009
Wachovia May 1982 - September 2008
Wachovia 1985 - 2008
Skills
Coaching, Customer Service, Human Resources, Training, Employee Benefits, Onboarding, Recruiting, Employee Relations, Public Relations, Public Speaking, Teaching, Leadership Development, Team Building, Banking, Marketing, Employee Training, Interviews, Time Management, Management, Strategic Planning, Research, Leadership
Education
University of Maryland College Park 1978 — 1982
BA, American Studies
St. A
Nicki Traylor Nicki Traylor's Wachovia Experience May 2007 - August 2007
Job Career Services Advisor at ECPI University
Industry Staffing and Recruiting
Experience
ECPI University January 2014 - Present
Adecco August 2012 - January 2014
Ajilon Professional Staffing July 2008 - August 2012
Regency Home Funding September 2007 - May 2008
Wachovia May 2007 - August 2007
Cartret Mortgage May 2001 - May 2007
Carteret Mortgage Corporation 2001 - 2007
Skills
Recruiting, Human Resources, Staffing Services, Temporary Placement, Applicant Tracking..., Talent Acquisition, Internet Recruiting, Onboarding, Benefits Negotiation, College Recruiting, Temporary Staffing, Sourcing, Interviews, Cold Calling, Customer Service, Marketing, Contract Recruitment, Employee Relations, HRIS, Screening Resumes, Employee Benefits, Talent Management, Executive Search, Screening, Time Management, New Hire Orientations, Permanent Placement, Taleo, Staff Augmentation, Hiring, PeopleSoft, Resume Writing, Benefits Administration, Workforce Planning
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2001
Bachelor of Business Administration (BBA), Management
University of Iowa - Henry B. Tippie College of Business 1999 — 2001
ECPI University January 2014 - Present
Adecco August 2012 - January 2014
Ajilon Professional Staffing July 2008 - August 2012
Regency Home Funding September 2007 - May 2008
Wachovia May 2007 - August 2007
Cartret Mortgage May 2001 - May 2007
Carteret Mortgage Corporation 2001 - 2007
Skills
Recruiting, Human Resources, Staffing Services, Temporary Placement, Applicant Tracking..., Talent Acquisition, Internet Recruiting, Onboarding, Benefits Negotiation, College Recruiting, Temporary Staffing, Sourcing, Interviews, Cold Calling, Customer Service, Marketing, Contract Recruitment, Employee Relations, HRIS, Screening Resumes, Employee Benefits, Talent Management, Executive Search, Screening, Time Management, New Hire Orientations, Permanent Placement, Taleo, Staff Augmentation, Hiring, PeopleSoft, Resume Writing, Benefits Administration, Workforce Planning
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2001
Bachelor of Business Administration (BBA), Management
University of Iowa - Henry B. Tippie College of Business 1999 — 2001
Jared Bahner's Wachovia Experience 2006 - 2008
Job EVP Business Development at Zoobean
Industry Libraries
Experience
Zoobean 2015 - Present
Computer Services, Inc. 2014 - 2015
Digital Insight 2013 - 2014
BancVue 2011 - 2013
Thomson Reuters 2009 - 2012
Merrill Lynch 2007 - 2009
Wachovia 2006 - 2008
Skills
Banking, Financial Services, Marketing, Sales Management, Marketing Strategy, Sales, Management, Selling, Wealth Management, Sales Process, Sales Operations, Credit Unions, Finance, Mergers & Acquisitions, Sales Process..., Payments, Training, Business Development, Relationship Management, Website Development, Customer Service, Account Management, Salesforce.com, Online Marketing, ACH, Start-ups, Enterprise Software, Search Engine Technology, Software Solutions, Mobile Marketing, Financial Literacy..., Strategic Planning, Process Improvement, Team Building
Education
University of Illinois at Chicago 2001 — 2005
Bachelor of Applied Science (BASc), Psychology
Zoobean 2015 - Present
Computer Services, Inc. 2014 - 2015
Digital Insight 2013 - 2014
BancVue 2011 - 2013
Thomson Reuters 2009 - 2012
Merrill Lynch 2007 - 2009
Wachovia 2006 - 2008
Skills
Banking, Financial Services, Marketing, Sales Management, Marketing Strategy, Sales, Management, Selling, Wealth Management, Sales Process, Sales Operations, Credit Unions, Finance, Mergers & Acquisitions, Sales Process..., Payments, Training, Business Development, Relationship Management, Website Development, Customer Service, Account Management, Salesforce.com, Online Marketing, ACH, Start-ups, Enterprise Software, Search Engine Technology, Software Solutions, Mobile Marketing, Financial Literacy..., Strategic Planning, Process Improvement, Team Building
Education
University of Illinois at Chicago 2001 — 2005
Bachelor of Applied Science (BASc), Psychology
Paco Rivera's Wachovia Experience 2007 - 2009
Job Executive Vice President at Green Bank
Industry Banking
Experience
Green Bank January 2009 - Present
Wachovia 2007 - 2009
Washington Mutual 2001 - 2007
Washington Mutual 2001 - 2007
Skills
Mergers & Acquisitions, Commercial Lending, Commercial Banking, Loans, Credit, Small Business Lending, Strategic Financial..., Portfolio Management, Banking, Mortgage Lending, Credit Analysis, Treasury Management, Lines Of Credit, Underwriting, Asset Based Lending, Financial Planning, Management
Education
University of Kentucky
BA, Finance
Green Bank January 2009 - Present
Wachovia 2007 - 2009
Washington Mutual 2001 - 2007
Washington Mutual 2001 - 2007
Skills
Mergers & Acquisitions, Commercial Lending, Commercial Banking, Loans, Credit, Small Business Lending, Strategic Financial..., Portfolio Management, Banking, Mortgage Lending, Credit Analysis, Treasury Management, Lines Of Credit, Underwriting, Asset Based Lending, Financial Planning, Management
Education
University of Kentucky
BA, Finance
Lindly Lam's Wachovia Experience February 2007 - October 2008
Job Mortgage Loan Processor at Heartland Bank
Industry Financial Services
Experience
Heartland Bank November 2008 - Present
Wachovia February 2007 - October 2008
Advance Home Mortgage June 2003 - February 2007
Skills
FHA, Loans, Mortgage Lending, Credit, Loan Origination, Credit Analysis, Residential Mortgages, USDA, FHA financing, VA loans, Investment Properties, Real Estate, First Time Home Buyers, Real Estate Financing, Underwriting, Refinance, Microsoft Office, Due Diligence, Banking, Residential Homes, Marketing, Consumer Lending, Finance, Foreclosures, Lines Of Credit, Small Business Lending
Education
University of Missouri-Saint Louis 2000 — 2003
BSBA, Finance and Management
Heartland Bank November 2008 - Present
Wachovia February 2007 - October 2008
Advance Home Mortgage June 2003 - February 2007
Skills
FHA, Loans, Mortgage Lending, Credit, Loan Origination, Credit Analysis, Residential Mortgages, USDA, FHA financing, VA loans, Investment Properties, Real Estate, First Time Home Buyers, Real Estate Financing, Underwriting, Refinance, Microsoft Office, Due Diligence, Banking, Residential Homes, Marketing, Consumer Lending, Finance, Foreclosures, Lines Of Credit, Small Business Lending
Education
University of Missouri-Saint Louis 2000 — 2003
BSBA, Finance and Management
Joshua Trevino Joshua Trevino's Wachovia Experience January 2007 - November 2008
Job Assistant Director of Financial Aid at University of Houston Clear Lake
Industry Higher Education
Experience
University of Houston-Clear Lake November 2013 - Present
University of Houston January 2010 - November 2013
University of Houston November 2008 - January 2010
Wachovia January 2007 - November 2008
Skills
Microsoft Office, Student Financial Aid, Microsoft Excel, Customer Service, Higher Education, PowerPoint, Data Analysis, Research, Public Speaking, Microsoft Word, Event Planning, Nonprofits, Outlook, Student Affairs
Education
University of Houston
University of Houston-Clear Lake November 2013 - Present
University of Houston January 2010 - November 2013
University of Houston November 2008 - January 2010
Wachovia January 2007 - November 2008
Skills
Microsoft Office, Student Financial Aid, Microsoft Excel, Customer Service, Higher Education, PowerPoint, Data Analysis, Research, Public Speaking, Microsoft Word, Event Planning, Nonprofits, Outlook, Student Affairs
Education
University of Houston
Michelle Fleytas Michelle Fleytas's Wachovia Experience November 2006 - November 2008
Job Administrative Assistant at Energy Solutions International
Industry Oil & Energy
Experience
Triangle Pump May 2013 - August 2013
Energy Solutions International February 2010 - March 2013
Wachovia November 2006 - November 2008
REMAX Advantage March 2005 - November 2006
Skills
Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Energy, Windows, Project Management, Administrative..., Outlook, Data Entry, SharePoint
Education
Klein High School 1998 — 2001
University of Maryland University College
Triangle Pump May 2013 - August 2013
Energy Solutions International February 2010 - March 2013
Wachovia November 2006 - November 2008
REMAX Advantage March 2005 - November 2006
Skills
Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Energy, Windows, Project Management, Administrative..., Outlook, Data Entry, SharePoint
Education
Klein High School 1998 — 2001
University of Maryland University College
Tony Echelle Tony Echelle's Wachovia Experience June 2007 - April 2009
Job Field Service Rep III/Mud Engineer at Halliburton
Industry Oil & Energy
Experience
Halliburton March 2013 - Present
Design Controls February 2012 - October 2012
JPMorgan Chase May 2009 - February 2012
Wachovia June 2007 - April 2009
Long Beach Mortgage August 2004 - May 2007
Skills
Banking, Sales, Sales Operations, Customer Service, Compliance, Computer Hardware, Microsoft Office, Network Administration, Network Design, Management, Account Management, Refinery, Oil & Gas Industry, TWIC Card, Passport, Supervisory Skills, Petroleum, Oil & Gas, Training, Team Building, Public Speaking, Leadership
Education
Halliburton/Baroid Mud School
University of Houston-Downtown
Bachelor of Science (B.S.), Professional, Technical, Business, and Scientific Writing
Halliburton March 2013 - Present
Design Controls February 2012 - October 2012
JPMorgan Chase May 2009 - February 2012
Wachovia June 2007 - April 2009
Long Beach Mortgage August 2004 - May 2007
Skills
Banking, Sales, Sales Operations, Customer Service, Compliance, Computer Hardware, Microsoft Office, Network Administration, Network Design, Management, Account Management, Refinery, Oil & Gas Industry, TWIC Card, Passport, Supervisory Skills, Petroleum, Oil & Gas, Training, Team Building, Public Speaking, Leadership
Education
Halliburton/Baroid Mud School
University of Houston-Downtown
Bachelor of Science (B.S.), Professional, Technical, Business, and Scientific Writing
Jeffrey Bochner Jeffrey Bochner's Wachovia Experience 2007 - 2008
Job Branch Manager at Movement Mortgage, LLC
Industry Real Estate
Experience
Movement Mortgage, LLC June 2015 - Present
Prosperity Home Mortgage, LLC January 2014 - June 2015
Prosperity Mortgage Company 2010 - December 2013
Security 1 Lending August 2011 - January 2012
No B.S. Bethesda January 2009 - January 2012
MEBJEB LLC December 2008 - January 2009
Kennedy's All-American Barber Club 2009 - 2009
Wachovia 2007 - 2008
Wachovia Bank 2007 - 2008
Wachovia, A Wells Fargo Company 2007 - 2008
Skills
Reverse Mortgages, Direct Response..., Strategic Thinking, Leadership, Mortgage Banking, Direct Response, Mortgage Lending, FHA, Loans, Residential Mortgages, Refinance, Sales, Loan Origination, Team Building, Real Estate, Home Equity Loans, First Time Home Buyers, VA loans, Marketing, Investment Properties, Credit Analysis, Management, Training, Foreclosures, Small Business, VA Loans
Education
University of Maryland College Park 1982 — 1986
BA, Criminal Justice
WCHS 1977 — 1980
Movement Mortgage, LLC June 2015 - Present
Prosperity Home Mortgage, LLC January 2014 - June 2015
Prosperity Mortgage Company 2010 - December 2013
Security 1 Lending August 2011 - January 2012
No B.S. Bethesda January 2009 - January 2012
MEBJEB LLC December 2008 - January 2009
Kennedy's All-American Barber Club 2009 - 2009
Wachovia 2007 - 2008
Wachovia Bank 2007 - 2008
Wachovia, A Wells Fargo Company 2007 - 2008
Skills
Reverse Mortgages, Direct Response..., Strategic Thinking, Leadership, Mortgage Banking, Direct Response, Mortgage Lending, FHA, Loans, Residential Mortgages, Refinance, Sales, Loan Origination, Team Building, Real Estate, Home Equity Loans, First Time Home Buyers, VA loans, Marketing, Investment Properties, Credit Analysis, Management, Training, Foreclosures, Small Business, VA Loans
Education
University of Maryland College Park 1982 — 1986
BA, Criminal Justice
WCHS 1977 — 1980
Adelle Elia Adelle Elia's Wachovia Experience 1992 - 1998
Job VP, Chief Ethics and Compliance Officer at USIS
Industry Information Services
Experience
USIS May 2013 - March 2015
GTSI Corp. January 2008 - April 2013
GTSI Corp. August 2006 - January 2008
International Network Services 2004 - 2006
Lucent 1999 - 2004
Wachovia 1992 - 1998
Skills
Ethics, Compliance, Security, Professional Services, Business Process..., Leadership, Program Management, Information Security, Strategy, Management, Compliance Management, Standards Compliance, Regulatory Compliance, Business Ethics, Legal Compliance, Compliance Program..., Firewalls, Data Center, IT Strategy, Enterprise Software, Networking, Consulting, Process Improvement, IT Management, Information Security..., Network Security, Solution Selling, Complaince, Cloud Computing, Business Development, Project Portfolio..., Managed Services, Virtualization, Project Planning, Integration, Code of Ethics
Education
University of Miami 1985 — 1990
B.S., Mathematics & Physics
Martin County High School 1985 — 1989
USIS May 2013 - March 2015
GTSI Corp. January 2008 - April 2013
GTSI Corp. August 2006 - January 2008
International Network Services 2004 - 2006
Lucent 1999 - 2004
Wachovia 1992 - 1998
Skills
Ethics, Compliance, Security, Professional Services, Business Process..., Leadership, Program Management, Information Security, Strategy, Management, Compliance Management, Standards Compliance, Regulatory Compliance, Business Ethics, Legal Compliance, Compliance Program..., Firewalls, Data Center, IT Strategy, Enterprise Software, Networking, Consulting, Process Improvement, IT Management, Information Security..., Network Security, Solution Selling, Complaince, Cloud Computing, Business Development, Project Portfolio..., Managed Services, Virtualization, Project Planning, Integration, Code of Ethics
Education
University of Miami 1985 — 1990
B.S., Mathematics & Physics
Martin County High School 1985 — 1989
Ann K Bellinger's Wachovia Experience 1995 - 2001
Job Product, Marketing, Sales Management Executive
Industry Banking
Experience
Ann Bellinger Consulting May 2014 - Present
Ally Financial Inc. April 2009 - April 2014
Bank of America January 2007 - March 2009
Bank of America January 2007 - September 2008
Bank of America June 2004 - December 2006
Bank of America March 2002 - May 2004
InsLogic May 2001 - March 2002
Wachovia 1995 - 2001
JPMorgan Chase (formerly Bank One) January 1993 - April 1995
Skills
Portfolio Management, Process Improvement, P&L Management, Contract Negotiations, Vendor Relations, Product Development, Executive Management, Vendor Management, Internet Banking, Product Management, Call Center, Budgeting, Customer Acquisition, Retail Banking, Budgets, Call Centers, Contract Negotiation, Cross-functional Team..., Insurance, Investments, Strategy, Management, Banking, Financial Services, Leadership, Relationship Management
Education
University of Kentucky 1988 — 1992
BA, Marketing and Management
Ann Bellinger Consulting May 2014 - Present
Ally Financial Inc. April 2009 - April 2014
Bank of America January 2007 - March 2009
Bank of America January 2007 - September 2008
Bank of America June 2004 - December 2006
Bank of America March 2002 - May 2004
InsLogic May 2001 - March 2002
Wachovia 1995 - 2001
JPMorgan Chase (formerly Bank One) January 1993 - April 1995
Skills
Portfolio Management, Process Improvement, P&L Management, Contract Negotiations, Vendor Relations, Product Development, Executive Management, Vendor Management, Internet Banking, Product Management, Call Center, Budgeting, Customer Acquisition, Retail Banking, Budgets, Call Centers, Contract Negotiation, Cross-functional Team..., Insurance, Investments, Strategy, Management, Banking, Financial Services, Leadership, Relationship Management
Education
University of Kentucky 1988 — 1992
BA, Marketing and Management
Audrey Welle Audrey Welle's Wachovia Experience August 2007 - April 2009
Job Project Analyst at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage April 2011 - October 2012
Wachovia, A Wells Fargo Company May 2009 - March 2011
Wachovia August 2007 - April 2009
Wachovia March 2007 - August 2007
Wachovia October 2006 - March 2007
Chuck and Don's Pet Food Outlet February 2006 - July 2006
Chuck and Don's Pet Food Outlet January 2005 - February 2006
Skills
Performance Management, Recruiting
Education
University of Minnesota-Twin Cities 2001 — 2004
Bachelor of Arts, Psychology, French Studies
Wells Fargo Home Mortgage April 2011 - October 2012
Wachovia, A Wells Fargo Company May 2009 - March 2011
Wachovia August 2007 - April 2009
Wachovia March 2007 - August 2007
Wachovia October 2006 - March 2007
Chuck and Don's Pet Food Outlet February 2006 - July 2006
Chuck and Don's Pet Food Outlet January 2005 - February 2006
Skills
Performance Management, Recruiting
Education
University of Minnesota-Twin Cities 2001 — 2004
Bachelor of Arts, Psychology, French Studies
Brady Magee Brady Magee's Wachovia Experience November 2004 - August 2007
Job Senior Network Engineer LAN at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF February 2014 - Present
TransCentra January 2012 - February 2014
Regulus November 2010 - December 2011
Wells Fargo January 2009 - November 2010
Wachovia, A Wells Fargo Company August 2007 - January 2009
Wachovia November 2004 - August 2007
Wachovia January 2003 - October 2004
Wachovia September 2001 - January 2003
First Union National Bank September 2000 - September 2001
First Union National Bank April 2000 - September 2000
Skills
Data Center, Vendor Management, Network Engineering, VoIP, VPN, Unix, Troubleshooting, Software Documentation, Switches, Servers, Security, Routers, Networking, Network Administration, Management, Integration, ITIL, IT Management, Firewalls, Enterprise Architecture, Disaster Recovery, Cloud Computing, Cisco Technologies
Education
University of Mississippi 1988 — 1989
Physics
TIAA-CREF February 2014 - Present
TransCentra January 2012 - February 2014
Regulus November 2010 - December 2011
Wells Fargo January 2009 - November 2010
Wachovia, A Wells Fargo Company August 2007 - January 2009
Wachovia November 2004 - August 2007
Wachovia January 2003 - October 2004
Wachovia September 2001 - January 2003
First Union National Bank September 2000 - September 2001
First Union National Bank April 2000 - September 2000
Skills
Data Center, Vendor Management, Network Engineering, VoIP, VPN, Unix, Troubleshooting, Software Documentation, Switches, Servers, Security, Routers, Networking, Network Administration, Management, Integration, ITIL, IT Management, Firewalls, Enterprise Architecture, Disaster Recovery, Cloud Computing, Cisco Technologies
Education
University of Mississippi 1988 — 1989
Physics
Muthu Kumar Muthu Kumar's Wachovia Experience September 2004 - September 2006
Job Sr. Tableau Consultant at WellsFargo
Industry Information Services
Experience
Wells Fargo Securities March 2014 - Present
Business software consultants August 1998 - Present
Bank of America April 2012 - November 2013
TIAA-CREF August 2010 - March 2012
Duke Energy February 2009 - July 2010
TIAA-CREF April 2007 - December 2008
Marriott International 2007 - 2007
Wachovia September 2004 - September 2006
Key Bank 2004 - 2005
Hewlett-Packard 2003 - 2003
Skills
Actuate Reporting, Tableau, Informatica, Data Modeling, Erwin, Oracle PL/SQL..., Teradata Data Warehouse, Data Warehousing, SSRS, SSIS, Hadoop, Hive, Autosys, Apache Pig, Sqoop, MapReduce
Education
University of Madras 1981 — 1984
BS, Physics, Chemistry, Maths
Wells Fargo Securities March 2014 - Present
Business software consultants August 1998 - Present
Bank of America April 2012 - November 2013
TIAA-CREF August 2010 - March 2012
Duke Energy February 2009 - July 2010
TIAA-CREF April 2007 - December 2008
Marriott International 2007 - 2007
Wachovia September 2004 - September 2006
Key Bank 2004 - 2005
Hewlett-Packard 2003 - 2003
Skills
Actuate Reporting, Tableau, Informatica, Data Modeling, Erwin, Oracle PL/SQL..., Teradata Data Warehouse, Data Warehousing, SSRS, SSIS, Hadoop, Hive, Autosys, Apache Pig, Sqoop, MapReduce
Education
University of Madras 1981 — 1984
BS, Physics, Chemistry, Maths
Harsh Dave's Wachovia Experience August 2011 - August 2012
Job Product Analyst II/ Business Analyst at Catamaran
Industry Information Technology and Services
Experience
Catamaran December 2014 - Present
Abbott August 2013 - December 2014
Abbott February 2013 - May 2014
Wachovia August 2011 - August 2012
Skills
Business Analysis, SharePoint, Project Management, Visio, Access, Microsoft Office, Data Analysis, Customer Service, Microsoft Excel, Requirements Analysis, Windows Server, Training, Software Documentation, Project Server, Software Lifecycle..., Outlook, Networking, Microsoft Word, Cross-functional Team..., Project Co-ordination, Windows 7, Business Requirements, Business Process, Citrix, Lotus Notes, Windows, SDLC, Management, Analysis, Microsoft Project Server, Airwatch, Blackberry Enterprise..., BMC Remedy Ticketing..., Process Improvement, Functional Design, Technical Writing
Education
University of Illinois at Chicago
Bachelor's degree, Information Technology
Catamaran December 2014 - Present
Abbott August 2013 - December 2014
Abbott February 2013 - May 2014
Wachovia August 2011 - August 2012
Skills
Business Analysis, SharePoint, Project Management, Visio, Access, Microsoft Office, Data Analysis, Customer Service, Microsoft Excel, Requirements Analysis, Windows Server, Training, Software Documentation, Project Server, Software Lifecycle..., Outlook, Networking, Microsoft Word, Cross-functional Team..., Project Co-ordination, Windows 7, Business Requirements, Business Process, Citrix, Lotus Notes, Windows, SDLC, Management, Analysis, Microsoft Project Server, Airwatch, Blackberry Enterprise..., BMC Remedy Ticketing..., Process Improvement, Functional Design, Technical Writing
Education
University of Illinois at Chicago
Bachelor's degree, Information Technology
Naga Bhimavarapu Naga Bhimavarapu's Wachovia Experience 2005 - Present
Job Technology Manager
Industry Information Technology and Services
Experience
Wells Fargo March 2005 - Present
Wachovia 2005 - Present
Verizon 2003 - 2005
Halloran Robertson & Associates 2002 - 2003
Skills
Business Requirements, Agile Methodologies, Integration, Microsoft SQL Server, Requirements Analysis, Requirements Gathering, SDLC, SQL, Unix
Education
University of Madras 1994 — 1998
SVSS
Wells Fargo March 2005 - Present
Wachovia 2005 - Present
Verizon 2003 - 2005
Halloran Robertson & Associates 2002 - 2003
Skills
Business Requirements, Agile Methodologies, Integration, Microsoft SQL Server, Requirements Analysis, Requirements Gathering, SDLC, SQL, Unix
Education
University of Madras 1994 — 1998
SVSS
Lilia Garza Lilia Garza's Wachovia Experience April 2008 - June 2009
Job Branch Manager, AVP at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo October 2012 - Present
Wells Fargo June 2012 - October 2012
Wells Fargo June 2009 - June 2012
Wachovia April 2008 - June 2009
Wachovia May 2007 - April 2008
Skills
Consumer Lending, Small Business Lending, Cross Selling, Lines Of Credit, Loans, Commercial Lending, Commercial Banking, Mortgage Lending, Loan Origination, Mortgage Banking, Branch Management, Deposits, Credit, Retail Banking, Refinance, Cash Management, Home Equity Loans, Home Equity Lines of..., Merchant Services, Credit Cards, Financial Services, Branch Banking, Residential Mortgages, Commercial Mortgages, Operational Risk, Investments, Construction Loans, Operational Risk..., Banking, Credit Analysis, Customer Service, Management, Leadership, Sales, Credit Risk, Portfolio Management, Microsoft Office, Relationship Management
Education
University of Houston-Downtown 2000 — 2002
University of Houston 1998 — 2000
Biology, General
Galena Park High Schol 1994 — 1998
General Studies
Wells Fargo October 2012 - Present
Wells Fargo June 2012 - October 2012
Wells Fargo June 2009 - June 2012
Wachovia April 2008 - June 2009
Wachovia May 2007 - April 2008
Skills
Consumer Lending, Small Business Lending, Cross Selling, Lines Of Credit, Loans, Commercial Lending, Commercial Banking, Mortgage Lending, Loan Origination, Mortgage Banking, Branch Management, Deposits, Credit, Retail Banking, Refinance, Cash Management, Home Equity Loans, Home Equity Lines of..., Merchant Services, Credit Cards, Financial Services, Branch Banking, Residential Mortgages, Commercial Mortgages, Operational Risk, Investments, Construction Loans, Operational Risk..., Banking, Credit Analysis, Customer Service, Management, Leadership, Sales, Credit Risk, Portfolio Management, Microsoft Office, Relationship Management
Education
University of Houston-Downtown 2000 — 2002
University of Houston 1998 — 2000
Biology, General
Galena Park High Schol 1994 — 1998
General Studies
Daniel Matienzo's Wachovia Experience May 2007 - November 2009
Job Assistant Vice President/Sales Director II at TotalBank
Industry Banking
Experience
TotalBank October 2012 - Present
Wells Fargo July 2010 - August 2012
Wachovia a Wells Fargo Co. December 2009 - June 2010
Wachovia May 2007 - November 2009
Minnesota Twins 2002 - 2007
Skills
Customer Service, Coaching, Insurance, Strategic Financial..., Banking, Mortgage Lending, Team Building, Sales Management, Customer Satisfaction, Cross Selling, Retail Banking, Sales, Consumer Lending, Commercial Lending, Investments, Series 6, Series 63, Life & Health Insurance..., Credit, Loans, Finance, Commercial Banking, Credit Analysis, Wealth Management, Relationship Management, Lines Of Credit
Education
University of Miami 1999 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
TotalBank October 2012 - Present
Wells Fargo July 2010 - August 2012
Wachovia a Wells Fargo Co. December 2009 - June 2010
Wachovia May 2007 - November 2009
Minnesota Twins 2002 - 2007
Skills
Customer Service, Coaching, Insurance, Strategic Financial..., Banking, Mortgage Lending, Team Building, Sales Management, Customer Satisfaction, Cross Selling, Retail Banking, Sales, Consumer Lending, Commercial Lending, Investments, Series 6, Series 63, Life & Health Insurance..., Credit, Loans, Finance, Commercial Banking, Credit Analysis, Wealth Management, Relationship Management, Lines Of Credit
Education
University of Miami 1999 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Josh Paydon's Wachovia Experience April 2005 - July 2007
Job IT Recruiter at Relay Technology
Industry Staffing and Recruiting
Experience
Relay Technology April 2011 - Present
Kelly IT Resources May 2008 - March 2011
The Mergis Group July 2007 - February 2008
Wachovia April 2005 - July 2007
Skills
Recruiting, Sourcing, Technical Recruiting, Screening Resumes, Management, Applicant Tracking..., Contract Recruitment, Resume Writing, Internet Recruiting, Building Relationships, Staff Augmentation, Talent Acquisition, Behavioral Interviewing, Career Development, Career Counseling, Training, Microsoft Office, IT Recruitment, Hiring, Social Recruiting, Staffing Services, New Business Development, Cold Calling, Strategic Consulting, Social Media, Benefits Negotiation, College Recruiting, Screening, Executive Search, Microsoft Excel, MS Excel Pivot Tables, Temporary Staffing, Taleo, Employer Branding, Search, Job Postings, Passive Candidate..., Permanent Placement, RPO, Recruitment Advertising, Candidate Generation, Career Strategist, Motivational..., Cognitive Interviewing, Candidate Marketing, Onboarding, Job Fairs, Industrial Sector, Interviewing Subject..., Ice Hockey
Education
University of Missouri-Saint Louis 2004 — 2005
General Studies
University of Missouri-Columbia 2000 — 2004
Classical Humanities/Pre-Law
Francis Howell North
Relay Technology April 2011 - Present
Kelly IT Resources May 2008 - March 2011
The Mergis Group July 2007 - February 2008
Wachovia April 2005 - July 2007
Skills
Recruiting, Sourcing, Technical Recruiting, Screening Resumes, Management, Applicant Tracking..., Contract Recruitment, Resume Writing, Internet Recruiting, Building Relationships, Staff Augmentation, Talent Acquisition, Behavioral Interviewing, Career Development, Career Counseling, Training, Microsoft Office, IT Recruitment, Hiring, Social Recruiting, Staffing Services, New Business Development, Cold Calling, Strategic Consulting, Social Media, Benefits Negotiation, College Recruiting, Screening, Executive Search, Microsoft Excel, MS Excel Pivot Tables, Temporary Staffing, Taleo, Employer Branding, Search, Job Postings, Passive Candidate..., Permanent Placement, RPO, Recruitment Advertising, Candidate Generation, Career Strategist, Motivational..., Cognitive Interviewing, Candidate Marketing, Onboarding, Job Fairs, Industrial Sector, Interviewing Subject..., Ice Hockey
Education
University of Missouri-Saint Louis 2004 — 2005
General Studies
University of Missouri-Columbia 2000 — 2004
Classical Humanities/Pre-Law
Francis Howell North
Ardy Farokhirad Ardy Farokhirad's Wachovia Experience January 2007 - January 2010
Job Regional President at CommerceWest Bank
Industry Financial Services
Experience
CommerceWest Bank July 2014 - January 2015
Fiamma Inc. February 2010 - July 2014
Wachovia January 2007 - January 2010
Wachovia, A Wells Fargo Company September 1993 - January 2010
Bank Of America January 2005 - 2007
Skills
Lines Of Credit, Commercial Mortgages, FHA, Private Banking, Cash Management, Financial Services, Loan Origination, Risk Management, Credit Risk, Series 7, Underwriting, Treasury Services, Retail Banking, Series 63, Wealth Management
Education
MBA 1998 — 2000
Marketing, Business Finance
University of La Verne 1990 — 1992
BS, Business Administration
CommerceWest Bank July 2014 - January 2015
Fiamma Inc. February 2010 - July 2014
Wachovia January 2007 - January 2010
Wachovia, A Wells Fargo Company September 1993 - January 2010
Bank Of America January 2005 - 2007
Skills
Lines Of Credit, Commercial Mortgages, FHA, Private Banking, Cash Management, Financial Services, Loan Origination, Risk Management, Credit Risk, Series 7, Underwriting, Treasury Services, Retail Banking, Series 63, Wealth Management
Education
MBA 1998 — 2000
Marketing, Business Finance
University of La Verne 1990 — 1992
BS, Business Administration
William Scott McKnight William Scott McKnight's Wachovia Experience November 1998 - December 2008
Job Business Systems Consultant Compliance Implementation Group at Wells Fargo Advisors
Industry Financial Services
Experience
First United Methodist Church of Pensacola January 2012 - December 2014
Episcopal Day School of Christ Church Parish July 2009 - June 2011
Wachovia November 1998 - December 2008
Nantahala Outdoor Center March 1996 - October 1998
Skills
Continuous Improvement, Project Management, Operations Management, Business Continuity, Business Process..., CRM, Contract Management, Goal Oriented, Process Improvement, Vendor Management, Program Management, Business Analysis, Leadership, Call Center, Risk Management, Relationship Management, Change Management, Team Building, Financial Services, Team Leadership, Business Process..., Coaching, Training, Cross-functional Team..., Integration, Budgets
Education
Emory University - Candler School of Theology 2012 — 2013
National Institute of Church Finance and Administration, CCA
University of Mary Washington 1991 — 1995
BA, Anthropology / Sociology
First United Methodist Church of Pensacola January 2012 - December 2014
Episcopal Day School of Christ Church Parish July 2009 - June 2011
Wachovia November 1998 - December 2008
Nantahala Outdoor Center March 1996 - October 1998
Skills
Continuous Improvement, Project Management, Operations Management, Business Continuity, Business Process..., CRM, Contract Management, Goal Oriented, Process Improvement, Vendor Management, Program Management, Business Analysis, Leadership, Call Center, Risk Management, Relationship Management, Change Management, Team Building, Financial Services, Team Leadership, Business Process..., Coaching, Training, Cross-functional Team..., Integration, Budgets
Education
Emory University - Candler School of Theology 2012 — 2013
National Institute of Church Finance and Administration, CCA
University of Mary Washington 1991 — 1995
BA, Anthropology / Sociology
Rachna Das Rachna Das's Wachovia Experience 2004 - 2006
Job Proj Mngmt Professional with experience in Financial, Broadcast Industries and Public Education system.
Industry Management Consulting
Experience
Khoj Information Technology, Inc. 2007 - 2009
Wachovia 2004 - 2006
Lido Beach Public school 2001 - 2002
Department of Economics 1997 - 1998
DD-TV- Broadcasting Corporation of India 1995 - 1998
Skills
Analysis, Project Management, Requirements Analysis, SAP, Business Intelligence, Finance, Training, SAP R/3, SAP BW, Payments, OLAP, Policy, ERP, Foreign Exchange, SAP ERP, Pricing, SDLC, Higher Education, Special Education, Broadcast Television, Retail Banking
Education
University of Lucknow
Master of Arts (MA), Economics
Isabella Thoburn College, Lucknow, India / University of Lucknow, India
Bachelor of Arts (BA), Economics
Khoj Information Technology, Inc. 2007 - 2009
Wachovia 2004 - 2006
Lido Beach Public school 2001 - 2002
Department of Economics 1997 - 1998
DD-TV- Broadcasting Corporation of India 1995 - 1998
Skills
Analysis, Project Management, Requirements Analysis, SAP, Business Intelligence, Finance, Training, SAP R/3, SAP BW, Payments, OLAP, Policy, ERP, Foreign Exchange, SAP ERP, Pricing, SDLC, Higher Education, Special Education, Broadcast Television, Retail Banking
Education
University of Lucknow
Master of Arts (MA), Economics
Isabella Thoburn College, Lucknow, India / University of Lucknow, India
Bachelor of Arts (BA), Economics
Judson Dry Judson Dry's Wachovia Experience May 2005 - August 2005
Job Vice President of Corporate Operations at DunRite Cleaners / DunRite Restoration
Industry Consumer Services
Experience
Dun-Rite Cleaners September 2007 - Present
Wachovia Capital Markets June 2007 - September 2007
Uwharrie Capital Corp May 2006 - August 2006
Wachovia May 2005 - August 2005
Skills
Competitive Analysis, Financial Modeling, Business Development, Strategy, Management, Analysis, Program Management, Finance, Project Management, Process Improvement, Strategic Planning, Budgets, Corporate Finance, Marketing
Education
University of Miami 2003 — 2007
BBA, International Finance and Marketing, Finance, Business Management and Organization
Montgomery Community College 2010 — 2011
Certificate, Project Management
CPCC
Leadership Stanly
Dun-Rite Cleaners September 2007 - Present
Wachovia Capital Markets June 2007 - September 2007
Uwharrie Capital Corp May 2006 - August 2006
Wachovia May 2005 - August 2005
Skills
Competitive Analysis, Financial Modeling, Business Development, Strategy, Management, Analysis, Program Management, Finance, Project Management, Process Improvement, Strategic Planning, Budgets, Corporate Finance, Marketing
Education
University of Miami 2003 — 2007
BBA, International Finance and Marketing, Finance, Business Management and Organization
Montgomery Community College 2010 — 2011
Certificate, Project Management
CPCC
Leadership Stanly
Mike Kovalchuk Mike Kovalchuk's Wachovia Experience 1994 - 2008
Job SVP U.S. Head of Compliance M.I. & Data Governance at HSBC
Industry Financial Services
Experience
HSBC November 2012 - Present
Ally Financial Inc. 2012 - November 2012
Signature Consultants, LLC 2008 - June 2012
Wachovia - Corporate & Investment Banking 2004 - 2008
Wachovia 1994 - 2008
Price Waterhouse 1989 - 1994
General Dynamics June 1988 - September 1989
Skills
Investment Banking, Risk Management, Business Intelligence, Reference Data, Leadership, CRM, SDLC, Data Governance, Program Management, Financial Risk, Business Analysis, IT Strategy, Basel II, Strategy, Financial Services, Business Development, Vendor Management, Requirements Gathering, Business Process, Analytics, PMO, Banking, Governance, Data Warehousing, Project Portfolio..., Business Process..., Business Requirements, Enterprise Architecture, Integration
Education
Eastlake North High School 1984 — 1988
Mount Union College 1984 — 1988
Bachelor of Science, Computer Science
HSBC November 2012 - Present
Ally Financial Inc. 2012 - November 2012
Signature Consultants, LLC 2008 - June 2012
Wachovia - Corporate & Investment Banking 2004 - 2008
Wachovia 1994 - 2008
Price Waterhouse 1989 - 1994
General Dynamics June 1988 - September 1989
Skills
Investment Banking, Risk Management, Business Intelligence, Reference Data, Leadership, CRM, SDLC, Data Governance, Program Management, Financial Risk, Business Analysis, IT Strategy, Basel II, Strategy, Financial Services, Business Development, Vendor Management, Requirements Gathering, Business Process, Analytics, PMO, Banking, Governance, Data Warehousing, Project Portfolio..., Business Process..., Business Requirements, Enterprise Architecture, Integration
Education
Eastlake North High School 1984 — 1988
Mount Union College 1984 — 1988
Bachelor of Science, Computer Science
Carole Millberg Carole Millberg's Wachovia Experience January 2001 - June 2006
Job EVP, Head of Wholesale Business Solutions at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2015 - Present
Deloitte Consulting LLP December 2010 - February 2015
Wachovia, A Wells Fargo Company November 2008 - December 2010
Wachovia, A Wells Fargo Company June 2006 - November 2008
Wachovia January 2001 - June 2006
First Union Na April 1994 - January 2001
Price Waterhouse 1988 - 1994
KeyCorp March 1986 - December 1987
KeyCorp June 1983 - March 1986
Skills
Process Improvement, Management, Change Management, Integration, Acquisition Integration, Management Consulting, Strategic Planning, Banking, Risk Management, Vendor Management, Program Management, Portfolio Management, Business Analysis, Business Transformation, Credit, Business Process..., Relationship Management, Financial Services, Strategy, Mergers & Acquisitions, Business Strategy, Leadership, Financial Modeling, IT Strategy, Financial Analysis, Business Intelligence, Project Portfolio..., Mergers
Education
University of North Carolina at Charlotte - Belk College of Business 1987 — 1988
MBA, Finance, Management, Sales
University of Mount Union 1979 — 1983
BA, Management, Marketing, Math
Wells Fargo February 2015 - Present
Deloitte Consulting LLP December 2010 - February 2015
Wachovia, A Wells Fargo Company November 2008 - December 2010
Wachovia, A Wells Fargo Company June 2006 - November 2008
Wachovia January 2001 - June 2006
First Union Na April 1994 - January 2001
Price Waterhouse 1988 - 1994
KeyCorp March 1986 - December 1987
KeyCorp June 1983 - March 1986
Skills
Process Improvement, Management, Change Management, Integration, Acquisition Integration, Management Consulting, Strategic Planning, Banking, Risk Management, Vendor Management, Program Management, Portfolio Management, Business Analysis, Business Transformation, Credit, Business Process..., Relationship Management, Financial Services, Strategy, Mergers & Acquisitions, Business Strategy, Leadership, Financial Modeling, IT Strategy, Financial Analysis, Business Intelligence, Project Portfolio..., Mergers
Education
University of North Carolina at Charlotte - Belk College of Business 1987 — 1988
MBA, Finance, Management, Sales
University of Mount Union 1979 — 1983
BA, Management, Marketing, Math
Jim Steck's Wachovia Experience 2003 - 2008
Job Housing Director at City First Homes
Industry Real Estate
Experience
City First Homes 2009 - Present
Wachovia 2003 - 2008
Bearing Point 2000 - 2003
Skills
Real Estate, Credit, Treasury Management, Financial Structuring, Social Housing, Team Building, Economic Development, Equities, Due Diligence, Asset Managment, Affordable Housing, Commercial Mortgages, Loans, Tax Credits, LIHTC, Program Management, Financial Modeling, Asset Management, Real Estate Development, Underwriting, Real Estate Financing, Commercial Real Estate, Real Estate Economics
Education
University of Maryland College Park
BA, Economics
City First Homes 2009 - Present
Wachovia 2003 - 2008
Bearing Point 2000 - 2003
Skills
Real Estate, Credit, Treasury Management, Financial Structuring, Social Housing, Team Building, Economic Development, Equities, Due Diligence, Asset Managment, Affordable Housing, Commercial Mortgages, Loans, Tax Credits, LIHTC, Program Management, Financial Modeling, Asset Management, Real Estate Development, Underwriting, Real Estate Financing, Commercial Real Estate, Real Estate Economics
Education
University of Maryland College Park
BA, Economics
Chris Gridelli Chris Gridelli's Wachovia Experience June 2005 - October 2008
Job at First American Mortgage Trust
Industry Banking
Experience
First American Mortgage Trust August 2012 - Present
State Street March 2010 - August 2012
Northwestern Mutual Financial Network October 2008 - November 2009
Wachovia June 2005 - October 2008
Amica Mutual Insurance September 2000 - January 2005
Skills
Financial Reporting, Funding, Insurance, Small Business, Customer Service, Finance, Investments, Loans, Leadership, Sales, Mutual Funds, Analysis, Mortgage Lending, Underwriting, Marketing, Securities, Portfolio Management, Training, Banking, Credit
Education
University of Massachusetts Dartmouth 1995 — 1999
Bachelor of Science, Marketing
First American Mortgage Trust August 2012 - Present
State Street March 2010 - August 2012
Northwestern Mutual Financial Network October 2008 - November 2009
Wachovia June 2005 - October 2008
Amica Mutual Insurance September 2000 - January 2005
Skills
Financial Reporting, Funding, Insurance, Small Business, Customer Service, Finance, Investments, Loans, Leadership, Sales, Mutual Funds, Analysis, Mortgage Lending, Underwriting, Marketing, Securities, Portfolio Management, Training, Banking, Credit
Education
University of Massachusetts Dartmouth 1995 — 1999
Bachelor of Science, Marketing
Sue McKee, PMP, 6σ GB Sue McKee, PMP, 6σ GB's Wachovia Experience August 2005 - August 2006
Job Project Manager at Wells Fargo Technology & Operations Group (TOG)
Industry Banking
Experience
Wells Fargo, Enterprise Technology Services (ETS) PMO within Technology Operations Group (TOG) July 2013 - Present
Wells Fargo Advisors, Technology & Operations Group (TOG) January 2013 - July 2013
Wells Fargo Home Mortgage December 2011 - February 2013
Information Security Technology (IST) within Technology & Operations Group (TOG) April 2009 - November 2011
Wachovia, A Wells Fargo Company August 2006 - April 2009
Wachovia August 2005 - August 2006
Wachovia May 2003 - August 2005
Wachovia March 2003 - May 2003
Wachovia February 2003 - March 2003
AT&T April 1998 - February 2002
Skills
PMP, Certified Project..., Project Portfolio..., Program Management, Vendor Management, Visio, Certified Green Belt, Process Improvement, Project Management, PMO, Project Planning, MS Project, IT Management, Budgets, Requirements Analysis, Telecommunications, Management, Six Sigma, Change Management, Disaster Recovery, Governance, Leadership, Security
Education
North Carolina State University
Bachelor of Arts, Business Administration
University of Maryland - Robert H. Smith School of Business
Bachelor of Arts (BA)
Wells Fargo, Enterprise Technology Services (ETS) PMO within Technology Operations Group (TOG) July 2013 - Present
Wells Fargo Advisors, Technology & Operations Group (TOG) January 2013 - July 2013
Wells Fargo Home Mortgage December 2011 - February 2013
Information Security Technology (IST) within Technology & Operations Group (TOG) April 2009 - November 2011
Wachovia, A Wells Fargo Company August 2006 - April 2009
Wachovia August 2005 - August 2006
Wachovia May 2003 - August 2005
Wachovia March 2003 - May 2003
Wachovia February 2003 - March 2003
AT&T April 1998 - February 2002
Skills
PMP, Certified Project..., Project Portfolio..., Program Management, Vendor Management, Visio, Certified Green Belt, Process Improvement, Project Management, PMO, Project Planning, MS Project, IT Management, Budgets, Requirements Analysis, Telecommunications, Management, Six Sigma, Change Management, Disaster Recovery, Governance, Leadership, Security
Education
North Carolina State University
Bachelor of Arts, Business Administration
University of Maryland - Robert H. Smith School of Business
Bachelor of Arts (BA)
Shannon Swisher Shannon Swisher's Wachovia Experience July 2007 - September 2008
Job Program Manager and Project Management
Industry Human Resources
Experience
Charles Schwab December 2013 - Present
Wells Fargo September 2008 - December 2013
Wachovia July 2007 - September 2008
World Savings December 2006 - June 2007
Zip Realty, Inc. April 2006 - December 2006
Kelly Services, Inc. January 2002 - April 2006
Skills
Internet Recruiting, Technical Recruiting, Training, Strategy, Project Management, Talent Acquisition, Talent Management, Recruiting, Sourcing, Program Management
Education
University of Missouri-Columbia 1996 — 2000
Bachelor, Interdisciplinary Studies: Psychology, Sociology, Social Work/Family Studies
Charles Schwab December 2013 - Present
Wells Fargo September 2008 - December 2013
Wachovia July 2007 - September 2008
World Savings December 2006 - June 2007
Zip Realty, Inc. April 2006 - December 2006
Kelly Services, Inc. January 2002 - April 2006
Skills
Internet Recruiting, Technical Recruiting, Training, Strategy, Project Management, Talent Acquisition, Talent Management, Recruiting, Sourcing, Program Management
Education
University of Missouri-Columbia 1996 — 2000
Bachelor, Interdisciplinary Studies: Psychology, Sociology, Social Work/Family Studies
Carol C. Meatte's Wachovia Experience August 2008 - September 2008
Job Account Representative at American Direct Marketing
Industry Marketing and Advertising
Experience
American Direct Marketing July 2013 - Present
Stifel Bank & Trust December 2012 - July 2013
ABVista September 2008 - December 2012
Wachovia August 2008 - September 2008
Elantas PDG, Inc. April 2006 - August 2007
Rawlings Sporting Goods January 2005 - April 2006
PHD USA March 1992 - August 2004
Skills
Budgets, Marketing, Trade Shows, Social Media, Event Planning, Event Management, Team Building, Data Analysis, Project Management, Customer Service, Management
Education
John F. Kennedy
HS Diploma
University of Missouri-Saint Louis
Bachelor of Science (B.S.), Marketing
American Direct Marketing July 2013 - Present
Stifel Bank & Trust December 2012 - July 2013
ABVista September 2008 - December 2012
Wachovia August 2008 - September 2008
Elantas PDG, Inc. April 2006 - August 2007
Rawlings Sporting Goods January 2005 - April 2006
PHD USA March 1992 - August 2004
Skills
Budgets, Marketing, Trade Shows, Social Media, Event Planning, Event Management, Team Building, Data Analysis, Project Management, Customer Service, Management
Education
John F. Kennedy
HS Diploma
University of Missouri-Saint Louis
Bachelor of Science (B.S.), Marketing
Oleh Procinsky's Wachovia Experience 1995 - 2000
Job Owner, Owl Systems
Industry Information Technology and Services
Experience
Owl Systems July 1989 - Present
Health Integrated, Inc. July 2005 - May 2007
First Union 1995 - 2000
Wachovia 1995 - 2000
Skills
Vendor Management, Leadership, Program Management, SSRS, Project Management, Requirements Analysis, Software Development, Enterprise Software, Change Management, SDLC, Integration, Software Project..., Database Administration, Process Improvement, Business Analysis, Management
Education
University of Maryland College Park 1962 — 1968
BS, Physics
Owl Systems July 1989 - Present
Health Integrated, Inc. July 2005 - May 2007
First Union 1995 - 2000
Wachovia 1995 - 2000
Skills
Vendor Management, Leadership, Program Management, SSRS, Project Management, Requirements Analysis, Software Development, Enterprise Software, Change Management, SDLC, Integration, Software Project..., Database Administration, Process Improvement, Business Analysis, Management
Education
University of Maryland College Park 1962 — 1968
BS, Physics
Gary Mosk's Wachovia Experience 2005 - 2005
Job Manager, Finance and Business Analytics at UJAFederation of New York
Industry Nonprofit Organization Management
Experience
UJA-Federation of New York 2011 - Present
Independent Consulting 2003 - 2011
Nomura Securities 2010 - 2010
Pfizer 2006 - 2008
Wachovia 2005 - 2005
Nomura Securities 2004 - 2005
Marsh 2003 - 2004
UBS Wealth Management (formerly PaineWebber) 1994 - 2001
Wells Fargo Advisors (formerly Prudential Securities) 1990 - 1994
Fidelity Investments 1986 - 1990
Skills
Financial Analysis, Financial Modeling, Cross-functional Team..., Forecasting, Financial Reporting, Analysis, Strategy, Budgets, Business Planning, Competitive Analysis, Project Management, Strategic Financial..., Strategic Planning, Business Analysis, Process Improvement, Management, Negotiation, Leadership, Finance, Project Planning, Due Diligence, Management Consulting, Business Process...
Education
University of Michigan - Stephen M. Ross School of Business 1984 — 1986
MBA, Finance
Washington University in St. Louis 1976 — 1979
BSBA, Business Administration
UJA-Federation of New York 2011 - Present
Independent Consulting 2003 - 2011
Nomura Securities 2010 - 2010
Pfizer 2006 - 2008
Wachovia 2005 - 2005
Nomura Securities 2004 - 2005
Marsh 2003 - 2004
UBS Wealth Management (formerly PaineWebber) 1994 - 2001
Wells Fargo Advisors (formerly Prudential Securities) 1990 - 1994
Fidelity Investments 1986 - 1990
Skills
Financial Analysis, Financial Modeling, Cross-functional Team..., Forecasting, Financial Reporting, Analysis, Strategy, Budgets, Business Planning, Competitive Analysis, Project Management, Strategic Financial..., Strategic Planning, Business Analysis, Process Improvement, Management, Negotiation, Leadership, Finance, Project Planning, Due Diligence, Management Consulting, Business Process...
Education
University of Michigan - Stephen M. Ross School of Business 1984 — 1986
MBA, Finance
Washington University in St. Louis 1976 — 1979
BSBA, Business Administration
Bob Baer's Wachovia Experience February 2008 - November 2009
Job Manager OS Server Engineering at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo July 2012 - Present
Wells Fargo November 2009 - July 2012
Wachovia February 2008 - November 2009
A.G. Edwards & Sons July 1999 - February 2008
Epoch Group July 1996 - June 1999
Fujitsu ICL Retail Systems January 1995 - July 1996
Skills
Red Hat Linux, Server Architecture, HP-UX, Linux, Operating Systems, Product Management, RedHat, Servers, Solaris, Unix
Education
University of Missouri-Rolla 1990 — 1994
Bachelors, Computer Science
Wells Fargo July 2012 - Present
Wells Fargo November 2009 - July 2012
Wachovia February 2008 - November 2009
A.G. Edwards & Sons July 1999 - February 2008
Epoch Group July 1996 - June 1999
Fujitsu ICL Retail Systems January 1995 - July 1996
Skills
Red Hat Linux, Server Architecture, HP-UX, Linux, Operating Systems, Product Management, RedHat, Servers, Solaris, Unix
Education
University of Missouri-Rolla 1990 — 1994
Bachelors, Computer Science
Carla Merrill, Ph.D.'s Wachovia Experience July 2004 - June 2005
Job Consultant User Experience
Industry Computer Software
Experience
Chatham Design Consultants (formerly Focused Design) January 2011 - Present
Fujitsu America 2007 - November 2010
GlaxoSmithKline June 2005 - 2006
Wachovia July 2004 - June 2005
Internationalization & Translation Services, Inc. 1992 - 2003
Skills
User Interface Design, User Experience
Education
University of Illinois at Chicago 1976 — 1983
Ph.D.
Chatham Design Consultants (formerly Focused Design) January 2011 - Present
Fujitsu America 2007 - November 2010
GlaxoSmithKline June 2005 - 2006
Wachovia July 2004 - June 2005
Internationalization & Translation Services, Inc. 1992 - 2003
Skills
User Interface Design, User Experience
Education
University of Illinois at Chicago 1976 — 1983
Ph.D.
Anthony Hogan's Wachovia Experience 1997 - 2005
Job Head of eCommerce and Global eCommerce Service Delivery
Industry Pharmaceuticals
Experience
Perrigo December 2013 - Present
Dell (Dell Financial Services) June 2008 - December 2013
Dell Financial Services October 2006 - June 2008
Bank of America 2005 - 2006
Wachovia 1997 - 2005
Skills
Vendor Management, Strategic Planning, Business Strategy, Business Analysis, Internet Banking, Communication, Matrix Management, Global Management, Entrepreneurship, Mobile Devices, Management, E-commerce, Project Management, Data Analysis, Business Process..., Analytics, Product Management, SDLC, Cross-functional Team..., Strategy, Program Management
Education
University of Maryland University College 2000 — 2002
BS, Computer
Perrigo December 2013 - Present
Dell (Dell Financial Services) June 2008 - December 2013
Dell Financial Services October 2006 - June 2008
Bank of America 2005 - 2006
Wachovia 1997 - 2005
Skills
Vendor Management, Strategic Planning, Business Strategy, Business Analysis, Internet Banking, Communication, Matrix Management, Global Management, Entrepreneurship, Mobile Devices, Management, E-commerce, Project Management, Data Analysis, Business Process..., Analytics, Product Management, SDLC, Cross-functional Team..., Strategy, Program Management
Education
University of Maryland University College 2000 — 2002
BS, Computer
Tim Wilhelm's Wachovia Experience February 2008 - December 2008
Job Vice President, Enterprise Architect at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2009 - Present
Wachovia February 2008 - December 2008
AG Edwards September 2006 - February 2008
A.G. Edwards January 2000 - September 2006
Edward Jones January 1996 - December 1999
Skills
Enterprise Architecture, SDLC, SOA, IT Strategy, Business Analysis, Integration, Solution Architecture, Data Warehousing, Disaster Recovery, Application Architecture, Cloud Computing, Requirements Analysis, Vendor Management, Enterprise Software, Business Intelligence
Education
University of Missouri-Saint Louis 1985 — 1989
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo January 2009 - Present
Wachovia February 2008 - December 2008
AG Edwards September 2006 - February 2008
A.G. Edwards January 2000 - September 2006
Edward Jones January 1996 - December 1999
Skills
Enterprise Architecture, SDLC, SOA, IT Strategy, Business Analysis, Integration, Solution Architecture, Data Warehousing, Disaster Recovery, Application Architecture, Cloud Computing, Requirements Analysis, Vendor Management, Enterprise Software, Business Intelligence
Education
University of Missouri-Saint Louis 1985 — 1989
Bachelor of Science (BS), Business Administration and Management, General
Sai Ganesh's Wachovia Experience Software ArchitectWells Fargo2001 - Present
Job Sr Web Developer at Wells Fargo
Industry Computer Software
Experience
wachovia Software ArchitectWells Fargo2001 - Present
Skills
Agile Methodologies, Requirements Analysis, SDLC, Software Development, Microsoft SQL Server, SOA, SQL, Program Management, Integration, Software Project..., Business Analysis
Education
University of Madras 1990 — 1995
wachovia Software ArchitectWells Fargo2001 - Present
Skills
Agile Methodologies, Requirements Analysis, SDLC, Software Development, Microsoft SQL Server, SOA, SQL, Program Management, Integration, Software Project..., Business Analysis
Education
University of Madras 1990 — 1995
Bob Schweizer's Wachovia Experience 2007 - 2009
Job Project Manager at Maritz
Industry Information Technology and Services
Experience
Maritz September 2015 - Present
Monsanto Company January 2015 - August 2015
Express Scripts 2011 - 2011
Wells Fargo Advisors 2009 - 2011
Wachovia 2007 - 2009
AG Edwards & Son's (Brokerage) 1991 - 2007
Skills
SDLC, Business Analysis, Requirements Analysis, Vendor Management, Visio, Process Improvement, Requirements Gathering, Integration, SharePoint, Program Management
Education
University of Missouri-Saint Louis 1988 — 1991
BSBA, Management Information Systems
Maritz September 2015 - Present
Monsanto Company January 2015 - August 2015
Express Scripts 2011 - 2011
Wells Fargo Advisors 2009 - 2011
Wachovia 2007 - 2009
AG Edwards & Son's (Brokerage) 1991 - 2007
Skills
SDLC, Business Analysis, Requirements Analysis, Vendor Management, Visio, Process Improvement, Requirements Gathering, Integration, SharePoint, Program Management
Education
University of Missouri-Saint Louis 1988 — 1991
BSBA, Management Information Systems
Patricia Sessions's Wachovia Experience October 2006 - February 2007
Job Business Broker and Business Consultant
Industry Financial Services
Experience
Wachovia October 2006 - February 2007
Education
University of Louisiana at Monroe 1986 — 1991
Wachovia October 2006 - February 2007
Education
University of Louisiana at Monroe 1986 — 1991
Yolanda Walker Cuevas's Wachovia Experience January 2008 - July 2010
Job Strategy and Analytics: Finance Professional
Industry Retail
Experience
Total Wine & More September 2013 - November 2014
Kforce Inc. September 2011 - September 2013
Carrabba's Italian Grill October 2010 - September 2011
Wachovia January 2008 - July 2010
Lowe's Companies January 2007 - January 2008
Lowe' s Companies April 2005 - December 2006
Continental Airlines July 1997 - April 2005
Skills
Analysis, Business Analysis, Cross-functional Team..., Forecasting, Leadership, Management, Strategic Financial..., Strategic Planning, Strategy, Mergers, Finance, Change Management, Data Analysis, Pricing, Financial Modeling, Financial Planning
Education
University of Illinois at Urbana-Champaign - College of Business 1995 — 1997
MBA, Business Administration, Management and Operations
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Total Wine & More September 2013 - November 2014
Kforce Inc. September 2011 - September 2013
Carrabba's Italian Grill October 2010 - September 2011
Wachovia January 2008 - July 2010
Lowe's Companies January 2007 - January 2008
Lowe' s Companies April 2005 - December 2006
Continental Airlines July 1997 - April 2005
Skills
Analysis, Business Analysis, Cross-functional Team..., Forecasting, Leadership, Management, Strategic Financial..., Strategic Planning, Strategy, Mergers, Finance, Change Management, Data Analysis, Pricing, Financial Modeling, Financial Planning
Education
University of Illinois at Urbana-Champaign - College of Business 1995 — 1997
MBA, Business Administration, Management and Operations
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Ron Lischwe's Wachovia Experience May 2008 - March 2009
Job Function Manager at State Farm Bank
Industry Financial Services
Experience
State Farm Bank September 2011 - Present
State Farm Bank June 2010 - September 2011
Harris & Harris Collections January 2010 - June 2010
Axiant LLC March 2009 - November 2009
Wachovia May 2008 - March 2009
Outsourcing Solutions Inc January 2005 - April 2008
Advanta June 2002 - August 2003
Sears, Robuck and Company -- Sears Credit November 1997 - June 2002
Wells Fargo Bank April 1996 - November 1997
Household Finance 1989 - 1996
Skills
Credit Cards, Risk Management, Vendor Management, Analytics, Strategy, Leadership, Forecasting, Portfolio Management, Management, Change Management, Financial Services, Cross-functional Team..., Financial Risk, Finance, Banking, Data Analysis, Mergers & Acquisitions, Business Process..., Business Process, Six Sigma, Executive Management, Project Management, Credit, Team Building, Training, Credit Risk, Business Analysis, Analysis
Education
University of Missouri-Columbia 1982 — 1985
MBA, Business
State Farm Bank September 2011 - Present
State Farm Bank June 2010 - September 2011
Harris & Harris Collections January 2010 - June 2010
Axiant LLC March 2009 - November 2009
Wachovia May 2008 - March 2009
Outsourcing Solutions Inc January 2005 - April 2008
Advanta June 2002 - August 2003
Sears, Robuck and Company -- Sears Credit November 1997 - June 2002
Wells Fargo Bank April 1996 - November 1997
Household Finance 1989 - 1996
Skills
Credit Cards, Risk Management, Vendor Management, Analytics, Strategy, Leadership, Forecasting, Portfolio Management, Management, Change Management, Financial Services, Cross-functional Team..., Financial Risk, Finance, Banking, Data Analysis, Mergers & Acquisitions, Business Process..., Business Process, Six Sigma, Executive Management, Project Management, Credit, Team Building, Training, Credit Risk, Business Analysis, Analysis
Education
University of Missouri-Columbia 1982 — 1985
MBA, Business
Adrianne Rice's Wachovia Experience December 2006 - July 2010
Job Sr. Change Manager at Bank of America
Industry Human Resources
Experience
Bank of America July 2010 - Present
Wachovia December 2006 - July 2010
Volvo IT February 2003 - December 2006
Skills
Management, Performance Management, Integration, Human Resources, Business Strategy, Project Management
Education
Walden University 2005 — 2006
MBA, Business Administration
University of Maryland Eastern Shore 1991 — 1994
B.S., Business/Hotel Rest Mgmt
Bank of America July 2010 - Present
Wachovia December 2006 - July 2010
Volvo IT February 2003 - December 2006
Skills
Management, Performance Management, Integration, Human Resources, Business Strategy, Project Management
Education
Walden University 2005 — 2006
MBA, Business Administration
University of Maryland Eastern Shore 1991 — 1994
B.S., Business/Hotel Rest Mgmt
Karl Boehnker's Wachovia Experience June 2008 - September 2009
Job Lead Software Developer at CenturyLink
Industry Computer Software
Experience
CenturyLink March 2014 - Present
Savvis April 2012 - March 2014
Savvis, Inc. / Yoh September 2010 - April 2012
BMMG, LLC June 2003 - December 2011
Wachovia June 2008 - September 2009
A.G. Edwards October 2005 - June 2008
University of Missouri - St. Louis February 2001 - September 2005
Skills
Unix, Perl, Linux, Security, Apache, Shell Scripting, Red Hat Linux, Unix Shell Scripting, Virtualization, Bash, Identity Management, IAM, System Administration, VMware, Internet Security, Integration, SQL, General Badassery, Ninja Skills
Education
University of Missouri-Saint Louis 1998 — 2000
B.S., Computer Science, Mathematics
West Virginia University 1993 — 1997
pharmacy, biology, mathematics, psychology
Island School Hong Kong 1990 — 1993
CenturyLink March 2014 - Present
Savvis April 2012 - March 2014
Savvis, Inc. / Yoh September 2010 - April 2012
BMMG, LLC June 2003 - December 2011
Wachovia June 2008 - September 2009
A.G. Edwards October 2005 - June 2008
University of Missouri - St. Louis February 2001 - September 2005
Skills
Unix, Perl, Linux, Security, Apache, Shell Scripting, Red Hat Linux, Unix Shell Scripting, Virtualization, Bash, Identity Management, IAM, System Administration, VMware, Internet Security, Integration, SQL, General Badassery, Ninja Skills
Education
University of Missouri-Saint Louis 1998 — 2000
B.S., Computer Science, Mathematics
West Virginia University 1993 — 1997
pharmacy, biology, mathematics, psychology
Island School Hong Kong 1990 — 1993
Red Shepley's Wachovia Experience 2004 - 2006
Job Director, Risk Management Model Risk Office at Capital One
Industry Financial Services
Experience
Capital One April 2013 - Present
Capital One February 2012 - Present
Capital One July 2006 - February 2012
Capital One July 2006 - March 2009
Wachovia 2004 - 2006
Bank of America 2002 - 2004
BC Harris Publishing 2000 - 2001
Department of Defense 1997 - 2000
United States Air Force 1993 - 1997
Skills
Credit Risk, Portfolio Management, Financial Risk, Credit, Financial Analysis, Financial Services, Regulatory Requirements, Analysis, Banking, Credit Cards, Finance
Education
University of Richmond - Robins School of Business 2003 — 2007
MBA
University of Maryland University College 1991 — 1998
BS, Government and Politics
London Central High School 1987 — 1991
Capital One April 2013 - Present
Capital One February 2012 - Present
Capital One July 2006 - February 2012
Capital One July 2006 - March 2009
Wachovia 2004 - 2006
Bank of America 2002 - 2004
BC Harris Publishing 2000 - 2001
Department of Defense 1997 - 2000
United States Air Force 1993 - 1997
Skills
Credit Risk, Portfolio Management, Financial Risk, Credit, Financial Analysis, Financial Services, Regulatory Requirements, Analysis, Banking, Credit Cards, Finance
Education
University of Richmond - Robins School of Business 2003 — 2007
MBA
University of Maryland University College 1991 — 1998
BS, Government and Politics
London Central High School 1987 — 1991
Bonnie Awosika's Wachovia Experience February 2007 - Present
Job Banking Consultant and Contractor
Industry Banking
Experience
Wachovia February 2007 - Present
Prosperity Mortgage 2000 - 2006
B.F. Saul Mortgage Company 1998 - 2000
Washington Mutual (formerly NAMCO) 1985 - 1998
Education
University of Maryland Baltimore County 1973 — 1977
Wachovia February 2007 - Present
Prosperity Mortgage 2000 - 2006
B.F. Saul Mortgage Company 1998 - 2000
Washington Mutual (formerly NAMCO) 1985 - 1998
Education
University of Maryland Baltimore County 1973 — 1977
Tracey Templin's Wachovia Experience 2007 - 2009
Job TA/BA/QA/Dev at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo April 2012 - March 2013
Wachovia, A Wells Fargo Company July 2010 - November 2010
Bank of America 2009 - 2010
Wachovia 2007 - 2009
Skills
SQL, SDLC, Unix, SOAP, SoapUI, Microsoft SQL Server, C, see last page of resume..., T-SQL
Education
University of Michigan-Dearborn 1980 — 1985
Bachelor's degree, Computer Science
Wells Fargo April 2012 - March 2013
Wachovia, A Wells Fargo Company July 2010 - November 2010
Bank of America 2009 - 2010
Wachovia 2007 - 2009
Skills
SQL, SDLC, Unix, SOAP, SoapUI, Microsoft SQL Server, C, see last page of resume..., T-SQL
Education
University of Michigan-Dearborn 1980 — 1985
Bachelor's degree, Computer Science
Barbara Weinberger's Wachovia Experience Project ManagerKPMG IBM Price Waterhouse CP&L TXU1988 - 2007
Job Project Manager at Wachovia
Industry Information Technology and Services
Experience
Wachovia Project ManagerKPMG IBM Price Waterhouse CP&L TXU1988 - 2007
Citibank/Convergys/BAC 1998 - 1999
KPMG Peat Marwick October 1997 - December 1998
Severn Trent Plc 1991 - 1993
Reliance Energy Limited 1985 - 1987
Education
University of Houston 1977 — 1981
Daviess County High School 1969 — 1973
Wachovia Project ManagerKPMG IBM Price Waterhouse CP&L TXU1988 - 2007
Citibank/Convergys/BAC 1998 - 1999
KPMG Peat Marwick October 1997 - December 1998
Severn Trent Plc 1991 - 1993
Reliance Energy Limited 1985 - 1987
Education
University of Houston 1977 — 1981
Daviess County High School 1969 — 1973
Angela Braasch's Wachovia Experience March 2006 - March 2007
Job Experienced Account Executive
Industry Banking
Experience
First Magnus Financial Corporation April 2007 - August 2007
Wachovia March 2006 - March 2007
Wells Fargo Financial August 2005 - February 2006
Education
University of Missouri-Columbia, College of Business 2000 — 2004
First Magnus Financial Corporation April 2007 - August 2007
Wachovia March 2006 - March 2007
Wells Fargo Financial August 2005 - February 2006
Education
University of Missouri-Columbia, College of Business 2000 — 2004
Hope Hipskind's Wachovia Experience July 2005 - July 2007
Job Operations Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2013 - Present
Wells Fargo Bank December 2011 - Present
Wells Fargo Bank April 2010 - Present
Wachovia, A Wells Fargo Company August 2007 - March 2010
Wachovia July 2005 - July 2007
World Savings 1984 - July 2007
World Savings 1982 - 1984
World Savings October 1980 - March 1982
Skills
Management, Purchasing, Procurement, Human Resources, Microsoft Excel, Business Analysis, Access, Microsoft Word, Portfolio Management, Marketing Strategy, Telecommunications, Product Marketing, Business Process..., Forecasting, Cross-functional Team...
Education
University of Hawaii at Manoa
Wells Fargo June 2013 - Present
Wells Fargo Bank December 2011 - Present
Wells Fargo Bank April 2010 - Present
Wachovia, A Wells Fargo Company August 2007 - March 2010
Wachovia July 2005 - July 2007
World Savings 1984 - July 2007
World Savings 1982 - 1984
World Savings October 1980 - March 1982
Skills
Management, Purchasing, Procurement, Human Resources, Microsoft Excel, Business Analysis, Access, Microsoft Word, Portfolio Management, Marketing Strategy, Telecommunications, Product Marketing, Business Process..., Forecasting, Cross-functional Team...
Education
University of Hawaii at Manoa
Jamie Toti's Wachovia Experience November 2005 - April 2008
Job Invoice Analyst at Duke Energy Corporation
Industry Utilities
Experience
Duke Energy Corporation February 2008 - Present
Daimler Trucks North America 2008 - 2009
Wachovia November 2005 - April 2008
Skills
Financial Analysis, SEC filings, Variance Analysis, Standard Costs, Cost Variance Analysis, Gross Profit Analysis, Percentage of Completion, Construction Accounting, G/L Analysis, Monthly Close, Cost Allocation, Legal Research, Legal Writing, Contract Law, Legal Assistance, Contract Negotiation, Internal Controls, Contract Management, Contractual Agreements, Government Contracting, Breach Of Contract, Contract Manufacturing, Project Planning, Project Control, Project Management, Writing, Report Writing, Resume Writing, Creative Writing, Secretarial Skills, Process Improvement, Business Process..., Process Control
Education
University of Maryland College Park 1998 — 2005
MBA/MSM, Business Administration and Financial Management, 4.0 MBA and 3.8 MSM
Duke Energy Corporation February 2008 - Present
Daimler Trucks North America 2008 - 2009
Wachovia November 2005 - April 2008
Skills
Financial Analysis, SEC filings, Variance Analysis, Standard Costs, Cost Variance Analysis, Gross Profit Analysis, Percentage of Completion, Construction Accounting, G/L Analysis, Monthly Close, Cost Allocation, Legal Research, Legal Writing, Contract Law, Legal Assistance, Contract Negotiation, Internal Controls, Contract Management, Contractual Agreements, Government Contracting, Breach Of Contract, Contract Manufacturing, Project Planning, Project Control, Project Management, Writing, Report Writing, Resume Writing, Creative Writing, Secretarial Skills, Process Improvement, Business Process..., Process Control
Education
University of Maryland College Park 1998 — 2005
MBA/MSM, Business Administration and Financial Management, 4.0 MBA and 3.8 MSM
Dominic Demeritte's Wachovia Experience October 2009 - August 2010
Job Sports Manager at GoldCal Sports Management
Industry Sports
Experience
GoldCal Sports Management March 2012 - Present
YMCA March 2011 - Present
RSS Athletics March 2009 - Present
Wachovia October 2009 - August 2010
The Stellar Group April 2007 - May 2010
Adidas January 2005 - December 2008
Nike March 2002 - December 2004
Skills
Sports Management, Marketing, Personal Training, Sports, Sports Training, Sports Marketing, Event Planning, Athletics, Event Management, Social Media, Coaching, Public Speaking, Fitness, Fundraising, Public Relations, Customer Service, Strategic Planning, PowerPoint, Social Networking, Microsoft Excel
Education
University of Illinois at Urbana-Champaign 2010 — 2012
Masters of Science, Recreation, Sports and Tourism
University of North Carolina at Chapel Hill 1995 — 1999
Bachelor of Arts, Economics
GoldCal Sports Management March 2012 - Present
YMCA March 2011 - Present
RSS Athletics March 2009 - Present
Wachovia October 2009 - August 2010
The Stellar Group April 2007 - May 2010
Adidas January 2005 - December 2008
Nike March 2002 - December 2004
Skills
Sports Management, Marketing, Personal Training, Sports, Sports Training, Sports Marketing, Event Planning, Athletics, Event Management, Social Media, Coaching, Public Speaking, Fitness, Fundraising, Public Relations, Customer Service, Strategic Planning, PowerPoint, Social Networking, Microsoft Excel
Education
University of Illinois at Urbana-Champaign 2010 — 2012
Masters of Science, Recreation, Sports and Tourism
University of North Carolina at Chapel Hill 1995 — 1999
Bachelor of Arts, Economics
Linda Shaw's Wachovia Experience 2000 - 2007
Job Executive Director at NC PACE Association
Industry Nonprofit Organization Management
Experience
NC PACE Association October 2012 - Present
Center for Community Self Help 1999 - Present
Rural Advancement Foundation January 2009 - June 2011
NC IDA Collaborative July 2007 - September 2007
Wachovia 2000 - 2007
NCIMED 2000 - 2000
NC Low Income Housing Coalition 1988 - 1999
MDC 1984 - 1989
Skills
Public Policy, Non-profits, Advocacy, Organizational..., Grant Writing, Grants, Problem Solving, Community Development, Lobbying, Nonprofits, Community Outreach, Fundraising, Program Development
Education
University of North Carolina at Chapel Hill
BA, sociology, political science
University of Kentucky 1976 — 1978
MSW
NC PACE Association October 2012 - Present
Center for Community Self Help 1999 - Present
Rural Advancement Foundation January 2009 - June 2011
NC IDA Collaborative July 2007 - September 2007
Wachovia 2000 - 2007
NCIMED 2000 - 2000
NC Low Income Housing Coalition 1988 - 1999
MDC 1984 - 1989
Skills
Public Policy, Non-profits, Advocacy, Organizational..., Grant Writing, Grants, Problem Solving, Community Development, Lobbying, Nonprofits, Community Outreach, Fundraising, Program Development
Education
University of North Carolina at Chapel Hill
BA, sociology, political science
University of Kentucky 1976 — 1978
MSW
Melissa Wiggers's Wachovia Experience October 2003 - Present
Job Vice President at Wachovia
Industry Banking
Experience
Wachovia October 2003 - Present
Education
University of Maryland College Park
Wachovia October 2003 - Present
Education
University of Maryland College Park
Tom McGoorty's Wachovia Experience October 1996 - 2009
Job Sr. Database Engineer at Wachovia
Industry Financial Services
Experience
Wachovia October 1996 - 2009
EVEREN Securities October 1996 - May 1999
S&C Electric Company July 1990 - October 1996
Miller Fluid Power February 1988 - July 1990
Education
University of Illinois at Chicago
Wachovia October 1996 - 2009
EVEREN Securities October 1996 - May 1999
S&C Electric Company July 1990 - October 1996
Miller Fluid Power February 1988 - July 1990
Education
University of Illinois at Chicago
Nathan Dent's Wachovia Experience April 2007 - March 2009
Job Vice President, Senior Operations Project Manager at Bank of America
Industry Banking
Experience
Bank of America March 2009 - Present
Independent Consulting December 2004 - July 2009
Wachovia April 2007 - March 2009
Disaster Recovery Specialists July 2003 - December 2004
Shell Oil Company December 2000 - July 2003
ComputerLand Guam May 2000 - December 2000
USAF September 1991 - May 2000
Education
Parkersburg South High School 1988 — 1991
University of Minnesota-Twin Cities
Bank of America March 2009 - Present
Independent Consulting December 2004 - July 2009
Wachovia April 2007 - March 2009
Disaster Recovery Specialists July 2003 - December 2004
Shell Oil Company December 2000 - July 2003
ComputerLand Guam May 2000 - December 2000
USAF September 1991 - May 2000
Education
Parkersburg South High School 1988 — 1991
University of Minnesota-Twin Cities
Ariel McBryde-Gritter's Wachovia Experience June 2008 - Present
Job Project Manager: HR at Wells Fargo
Industry Banking
Experience
Wachovia June 2008 - Present
Wells Fargo 2008 - Present
Wachovia Bank 2005 - Present
Carolinas Healthcare System 2004 - 2005
Skills
Project Management
Education
University of Nebraska at Omaha 1999 — 2001
Wachovia June 2008 - Present
Wells Fargo 2008 - Present
Wachovia Bank 2005 - Present
Carolinas Healthcare System 2004 - 2005
Skills
Project Management
Education
University of Nebraska at Omaha 1999 — 2001
Adam Crandall's Wachovia Experience June 2002 - March 2008
Job Sr Investment Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2008 - Present
Wachovia June 2002 - March 2008
Skills
Portfolio Management, Wealth Management, Equities, Finance, Financial Risk, Mutual Funds, Risk Management, Asset Allocation, Strategic Financial..., Trading
Education
University of South Carolina - Darla Moore School of Business 2009 — 2011
MBA
University of Maryland College Park 1997 — 2001
TIAA-CREF March 2008 - Present
Wachovia June 2002 - March 2008
Skills
Portfolio Management, Wealth Management, Equities, Finance, Financial Risk, Mutual Funds, Risk Management, Asset Allocation, Strategic Financial..., Trading
Education
University of South Carolina - Darla Moore School of Business 2009 — 2011
MBA
University of Maryland College Park 1997 — 2001
Brock Werda's Wachovia Experience August 2005 - November 2008
Job Account Manager at CMG Financial
Industry Financial Services
Experience
CMG Financial September 2014 - Present
Franklin American Mortgage Company July 2012 - November 2013
MetLife Home Loans November 2011 - March 2012
Bank of America April 2009 - November 2011
Wachovia August 2005 - November 2008
Skills
Credit, Data Analysis, Loans, Mortgage Lending, Sales Management, Credit Analysis, Banking, FHA, Real Estate, Customer Service, Financial Analysis, Leadership
Education
University of Michigan 1991 — 1996
CMG Financial September 2014 - Present
Franklin American Mortgage Company July 2012 - November 2013
MetLife Home Loans November 2011 - March 2012
Bank of America April 2009 - November 2011
Wachovia August 2005 - November 2008
Skills
Credit, Data Analysis, Loans, Mortgage Lending, Sales Management, Credit Analysis, Banking, FHA, Real Estate, Customer Service, Financial Analysis, Leadership
Education
University of Michigan 1991 — 1996
Courtney Bustle's Wachovia Experience April 2005 - June 2007
Job Community Banker Vice President at Regions Bank Healthcare & Oilfield Services Banking, Allstate Agency financing
Industry Banking
Experience
Regions Bank April 2010 - Present
Whitney National Bank April 2008 - April 2010
St. Landry Bank and Trust Company July 2007 - June 2008
Wachovia April 2005 - June 2007
National Bank of South Carolina July 2004 - April 2005
Bank of America April 1997 - June 2004
Central Carolina Bank August 1995 - March 1997
Skills
Non-profits, Commercial Banking, Loans, Commercial Lending, Credit, Banking, Small Business Lending, Credit Analysis, Mortgage Lending, Financial Analysis, Underwriting, Strategic Planning, Real Estate, Relationship Management, Sales, Cash Management, Treasury Management, Insurance, New Business Development, Management Consulting, Leadership, Small Business, Management, Retail Banking, Training, Mergers & Acquisitions, Nonprofits, Risk Management, Cash Flow, Investments, Portfolio Management, Finance, Retirement Planning, Loan Origination, Financial Risk, Strategic Financial..., Financial Services, Consumer Lending, Refinance, Mortgage Banking, Executive Management, Account Reconciliation, Sales Management, Accounts Receivable, Wealth Management, Customer Retention, Lines Of Credit
Education
University of North Carolina at Wilmington
Bachelor of Science, Business Administration; Marketing; Biology
Leadership Lafayette
University of Hawaii at Manoa
Exchange Program-, Business Administration and Management, General
Regions Bank April 2010 - Present
Whitney National Bank April 2008 - April 2010
St. Landry Bank and Trust Company July 2007 - June 2008
Wachovia April 2005 - June 2007
National Bank of South Carolina July 2004 - April 2005
Bank of America April 1997 - June 2004
Central Carolina Bank August 1995 - March 1997
Skills
Non-profits, Commercial Banking, Loans, Commercial Lending, Credit, Banking, Small Business Lending, Credit Analysis, Mortgage Lending, Financial Analysis, Underwriting, Strategic Planning, Real Estate, Relationship Management, Sales, Cash Management, Treasury Management, Insurance, New Business Development, Management Consulting, Leadership, Small Business, Management, Retail Banking, Training, Mergers & Acquisitions, Nonprofits, Risk Management, Cash Flow, Investments, Portfolio Management, Finance, Retirement Planning, Loan Origination, Financial Risk, Strategic Financial..., Financial Services, Consumer Lending, Refinance, Mortgage Banking, Executive Management, Account Reconciliation, Sales Management, Accounts Receivable, Wealth Management, Customer Retention, Lines Of Credit
Education
University of North Carolina at Wilmington
Bachelor of Science, Business Administration; Marketing; Biology
Leadership Lafayette
University of Hawaii at Manoa
Exchange Program-, Business Administration and Management, General
Michelle Beczkala's Wachovia Experience SupervisorA. G. Edwards1999 - Present
Job Supervisor at Wachovia
Industry Information Technology and Services
Experience
Wachovia SupervisorA. G. Edwards1999 - Present
A.G. Edwards & Sons, Inc. 1999 - Present
Education
University of Missouri-Saint Louis
Wachovia SupervisorA. G. Edwards1999 - Present
A.G. Edwards & Sons, Inc. 1999 - Present
Education
University of Missouri-Saint Louis
Farooque Raza's Wachovia Experience August 2002 - Present
Job Vice President International Operations Technology at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo 2009 - Present
Wachovia August 2002 - Present
Alcatel-Lucent (Telica Inc) 2000 - 2002
AT&T January 1998 - May 2000
Skills
Enterprise Architecture, SDLC, Business Analysis, Software Project..., Software Development, Unix, Risk Management, Solaris, Integration, Vendor Management, Program Management, Business Intelligence, Agile Methodologies, SOA, Requirements Analysis, Solution Architecture, Banking, SQL, Data Warehousing, Financial Services, Oracle, PMP, Security, Databases, Visio, Disaster Recovery, IT Management, IT Strategy, Management
Education
University of Mumbai 1991 — 1993
Masters, Computer Science
Wells Fargo 2009 - Present
Wachovia August 2002 - Present
Alcatel-Lucent (Telica Inc) 2000 - 2002
AT&T January 1998 - May 2000
Skills
Enterprise Architecture, SDLC, Business Analysis, Software Project..., Software Development, Unix, Risk Management, Solaris, Integration, Vendor Management, Program Management, Business Intelligence, Agile Methodologies, SOA, Requirements Analysis, Solution Architecture, Banking, SQL, Data Warehousing, Financial Services, Oracle, PMP, Security, Databases, Visio, Disaster Recovery, IT Management, IT Strategy, Management
Education
University of Mumbai 1991 — 1993
Masters, Computer Science
Lana Cummings's Wachovia Experience SVPWachovia Corporate Investment Bank1998 - Present
Job SVP at Wachovia
Industry Accounting
Experience
Wachovia SVPWachovia Corporate Investment Bank1998 - Present
Education
University of Maryland College Park 1986 — 1990
Wachovia SVPWachovia Corporate Investment Bank1998 - Present
Education
University of Maryland College Park 1986 — 1990
Avril Castagnetta's Wachovia Experience 1997 - 2000
Job Senior Manager at Ernst & Young
Industry Financial Services
Experience
Ernst & Young August 2012 - Present
Capgemini November 2009 - July 2012
CG2 Direct 2006 - 2009
AmSouth 2004 - 2006
Citi Group January 2001 - March 2004
Wachovia 1997 - 2000
MBNA 1992 - 1997
Education
University of Maryland College Park
BA
Univesity of Alabama
MBA
Ernst & Young August 2012 - Present
Capgemini November 2009 - July 2012
CG2 Direct 2006 - 2009
AmSouth 2004 - 2006
Citi Group January 2001 - March 2004
Wachovia 1997 - 2000
MBNA 1992 - 1997
Education
University of Maryland College Park
BA
Univesity of Alabama
MBA
Lewis Evans's Wachovia Experience September 2002 - August 2004
Job Senior Consultant at Mitchell Titus
Industry Financial Services
Experience
Mitchell & Titus, LLP July 2012 - Present
TACS, LLC March 2011 - July 2012
LPL Financial March 2008 - March 2011
TIAA-CREF May 2005 - February 2008
BDO USA, LLP August 2004 - May 2005
Wachovia September 2002 - August 2004
KPMG July 1999 - February 2002
Wilmington Trust December 1995 - July 1999
Skills
IT Audit, Internal Audit, Risk Assessment, Sarbanes-Oxley Act, Risk Management, Information Security, Disaster Recovery, Internal Controls, SDLC, Process Improvement, Information Technology, Information Security..., Enterprise Risk..., COBIT, CISA, Auditing, Security, Financial Risk, ITIL, IT Management, Change Management, Sarbanes-Oxley, Governance, PCI DSS, Business Continuity, Program Management, COSO, SAP
Education
University of Maryland University College 1993 — 1995
B.S, Accounting and Information Systems
University of Maryland University College 1993 — 1995
BS, Accounting and Computer Science
Mitchell & Titus, LLP July 2012 - Present
TACS, LLC March 2011 - July 2012
LPL Financial March 2008 - March 2011
TIAA-CREF May 2005 - February 2008
BDO USA, LLP August 2004 - May 2005
Wachovia September 2002 - August 2004
KPMG July 1999 - February 2002
Wilmington Trust December 1995 - July 1999
Skills
IT Audit, Internal Audit, Risk Assessment, Sarbanes-Oxley Act, Risk Management, Information Security, Disaster Recovery, Internal Controls, SDLC, Process Improvement, Information Technology, Information Security..., Enterprise Risk..., COBIT, CISA, Auditing, Security, Financial Risk, ITIL, IT Management, Change Management, Sarbanes-Oxley, Governance, PCI DSS, Business Continuity, Program Management, COSO, SAP
Education
University of Maryland University College 1993 — 1995
B.S, Accounting and Information Systems
University of Maryland University College 1993 — 1995
BS, Accounting and Computer Science
Caryn Berstein's Wachovia Experience recruiterbanister2004 - 2005
Job Recruiting Consultant at Wachovia
Industry Banking
Experience
Wachovia recruiterbanister2004 - 2005
Education
University of Hartford 1991 — 2005
Wachovia recruiterbanister2004 - 2005
Education
University of Hartford 1991 — 2005
Sembian Elangovan's Wachovia Experience 2006 - 2008
Job Associate at Cognizant Technology Solutions
Industry Computer Software
Experience
Cognizant Technology Solutions December 2010 - Present
Wachovia Bank 2006 - 2008
Wachovia 2006 - 2008
Education
Sri Venkateswara College Of Engineering 1998 — 2002
University of Madras 1998 — 2002
BE
Cognizant Technology Solutions December 2010 - Present
Wachovia Bank 2006 - 2008
Wachovia 2006 - 2008
Education
Sri Venkateswara College Of Engineering 1998 — 2002
University of Madras 1998 — 2002
BE
Joseph A. Mitchell's Wachovia Experience Training ManagerUnitedHealth GroupJanuary 2006 - August 2006
Job Learning Gerneralist at Wachovia
Industry Banking
Experience
Wachovia Training ManagerUnitedHealth GroupJanuary 2006 - August 2006
Education
University of Hawaii - Shidler College of Business 1983 — 1988
Wachovia Training ManagerUnitedHealth GroupJanuary 2006 - August 2006
Education
University of Hawaii - Shidler College of Business 1983 — 1988
Anne Koenig's Wachovia Experience January 2008 - January 2009
Job Technology Delivery Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo January 2009 - Present
Wachovia January 2008 - January 2009
A. G. Edwards December 1998 - December 2007
Education
University of Missouri-Columbia
Wells Fargo January 2009 - Present
Wachovia January 2008 - January 2009
A. G. Edwards December 1998 - December 2007
Education
University of Missouri-Columbia
Daoxin Lu's Wachovia Experience May 2006 - February 2010
Job SunTrust Banks, Inc.
Industry Banking
Experience
SunTrust Banks, Inc. November 2011 - Present
Morgan Stanley March 2010 - October 2011
Wachovia May 2006 - February 2010
Skills
Credit Risk, Retail Banking, Analytics, Credit, Mortgage Lending, Risk Management
Education
University of Illinois at Chicago 1993 — 1995
SunTrust Banks, Inc. November 2011 - Present
Morgan Stanley March 2010 - October 2011
Wachovia May 2006 - February 2010
Skills
Credit Risk, Retail Banking, Analytics, Credit, Mortgage Lending, Risk Management
Education
University of Illinois at Chicago 1993 — 1995
John O'Malley's Wachovia Experience 2007 - 2009
Job Technology Delivery Manager at EnPro Industries Inc.
Industry Information Technology and Services
Experience
EnPro Industries Inc. November 2014 - Present
EnPro Industries Inc. September 2009 - November 2014
Wachovia 2007 - 2009
EMC 2006 - 2007
IAT Services - University of Missouri August 2004 - May 2006
Nedco Electronics May 2004 - August 2005
Camp, Dresser & McKee May 2002 - August 2002
Skills
Microsoft Exchange, VMware, Customer Service, Windows Server, Active Directory, Citrix, SCCM, Change Management, Microsoft Office, Team Leadership, Strategy, Team Building, SAN, NAS, Microsoft SQL Server, Linux, ESXi, Windows Desktop, Mac OS, NetBackup, BackupExec, EMC, NetApp, SRDF, Microsoft Office..., Unisphere, PowerPath, Printers, Virtualization, Tape Backup, Disaster Recovery, Data Migration, Oracle, McData, Brocade, Cisco, Visual Studio, Datacenter Management, Datacenter Operations, AIX, Cloud Computing, Forefront TMG, Deduplication, Service Desk, SCOM, IT Infrastructure..., Systems Consolidation, IT Solutions, Storage, Data Center
Education
University of Missouri-Columbia 2002 — 2006
Bachelor of Science (BS), Computer Science
EnPro Industries Inc. November 2014 - Present
EnPro Industries Inc. September 2009 - November 2014
Wachovia 2007 - 2009
EMC 2006 - 2007
IAT Services - University of Missouri August 2004 - May 2006
Nedco Electronics May 2004 - August 2005
Camp, Dresser & McKee May 2002 - August 2002
Skills
Microsoft Exchange, VMware, Customer Service, Windows Server, Active Directory, Citrix, SCCM, Change Management, Microsoft Office, Team Leadership, Strategy, Team Building, SAN, NAS, Microsoft SQL Server, Linux, ESXi, Windows Desktop, Mac OS, NetBackup, BackupExec, EMC, NetApp, SRDF, Microsoft Office..., Unisphere, PowerPath, Printers, Virtualization, Tape Backup, Disaster Recovery, Data Migration, Oracle, McData, Brocade, Cisco, Visual Studio, Datacenter Management, Datacenter Operations, AIX, Cloud Computing, Forefront TMG, Deduplication, Service Desk, SCOM, IT Infrastructure..., Systems Consolidation, IT Solutions, Storage, Data Center
Education
University of Missouri-Columbia 2002 — 2006
Bachelor of Science (BS), Computer Science
Darien Cascio Sacco's Wachovia Experience July 2007 - April 2008
Job join.me sales manager at LogMeIn
Industry Information Technology and Services
Experience
LogMeIn User Services ManagerLogMeInNovember 2012 - August 2015
PHILIPS Color Kinetics November 2010 - December 2012
Philips Color Kinetics September 2009 - January 2011
Fulfillment, Print & Mail Solutions, Inc. January 2009 - November 2009
FPMSI-Fulfillment, Print & Mail Solutions, Inc. August 2008 - December 2008
Wachovia July 2007 - April 2008
Osco Drug October 2003 - December 2007
Canobie Lake Park January 2007 - July 2007
Skills
Marketing, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Social Media, Marketing Strategy, Account Management, Project Management, Management, Healthcare, Team Leadership, Training, CRM, Customer Satisfaction, Analysis, Sales Management, Budgets, Team Management, Time Management, Process Improvement, Cross-functional Team..., Coaching, Sales, Salesforce.com
Education
University of Massachusetts at Lowell 2003 — 2007
Bachelor of Science, Business Administration, Management and Marketing
LogMeIn User Services ManagerLogMeInNovember 2012 - August 2015
PHILIPS Color Kinetics November 2010 - December 2012
Philips Color Kinetics September 2009 - January 2011
Fulfillment, Print & Mail Solutions, Inc. January 2009 - November 2009
FPMSI-Fulfillment, Print & Mail Solutions, Inc. August 2008 - December 2008
Wachovia July 2007 - April 2008
Osco Drug October 2003 - December 2007
Canobie Lake Park January 2007 - July 2007
Skills
Marketing, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Social Media, Marketing Strategy, Account Management, Project Management, Management, Healthcare, Team Leadership, Training, CRM, Customer Satisfaction, Analysis, Sales Management, Budgets, Team Management, Time Management, Process Improvement, Cross-functional Team..., Coaching, Sales, Salesforce.com
Education
University of Massachusetts at Lowell 2003 — 2007
Bachelor of Science, Business Administration, Management and Marketing
Chase Almy's Wachovia Experience 2005 - December 2008
Job Real Estate Agent
Industry Real Estate
Experience
Keliher Real Estate February 2012 - Present
Hollywood HEART 2007 - 2010
Hollywood HEART 2007 - 2010
Wachovia 2005 - December 2008
Aegis Lending Corporation 2003 - 2005
Skills
Loan Origination, Credit, Mortgage Lending, Loans, Refinance, FHA, Real Estate, Mortgage Banking, Leadership, Mortgage Underwriting, Sales, Real Estate Transactions, Selling, Sales Management, Negotiation, Marketing, Banking, Investment Properties, Cold Calling, First Time Home Buyers, Residential Mortgages, Referrals, VA loans, FHA financing, Investors, USDA, Underwriting, Loss Mitigation, REO, Foreclosures, Condos, Real Estate Economics, Residential Homes, Reverse Mortgages, Short Sales, New Home Sales, Single Family Homes, Certified Mortgage...
Education
University of Massachusetts Boston 2001 — 2010
Bachelors, Sociology & Art
Keliher Real Estate February 2012 - Present
Hollywood HEART 2007 - 2010
Hollywood HEART 2007 - 2010
Wachovia 2005 - December 2008
Aegis Lending Corporation 2003 - 2005
Skills
Loan Origination, Credit, Mortgage Lending, Loans, Refinance, FHA, Real Estate, Mortgage Banking, Leadership, Mortgage Underwriting, Sales, Real Estate Transactions, Selling, Sales Management, Negotiation, Marketing, Banking, Investment Properties, Cold Calling, First Time Home Buyers, Residential Mortgages, Referrals, VA loans, FHA financing, Investors, USDA, Underwriting, Loss Mitigation, REO, Foreclosures, Condos, Real Estate Economics, Residential Homes, Reverse Mortgages, Short Sales, New Home Sales, Single Family Homes, Certified Mortgage...
Education
University of Massachusetts Boston 2001 — 2010
Bachelors, Sociology & Art
Dan Hopmann's Wachovia Experience 2007 - 2008
Job Lead Systems Engineer (NonStop) at Visa
Industry Information Technology and Services
Experience
Visa Lead Systems Engineer
Visa February 2013 - Present
Visa February 2012 - January 2013
Broadridge's Securities Industry Software (SIS) May 2010 - January 2012
Odyssey Information Services January 2010 - April 2010
ForeKnowledge Systems, LLC April 2009 - January 2010
Eternalytic Systems Consulting LLC April 2008 - January 2010
A.G. Edwards July 1997 - March 2008
Wachovia 2007 - 2008
MasterCard April 1995 - June 1997
Skills
Java, Databases, Unix, Software Development, Business Intelligence, Data Warehousing, C, SQL, COBOL, Database Design, Perl, Visio, Vendor Management
Education
University of Missouri-Saint Louis 1972 — 1974
University of Missouri, St. Louis
B.S, Business Administration
Visa Lead Systems Engineer
Visa February 2013 - Present
Visa February 2012 - January 2013
Broadridge's Securities Industry Software (SIS) May 2010 - January 2012
Odyssey Information Services January 2010 - April 2010
ForeKnowledge Systems, LLC April 2009 - January 2010
Eternalytic Systems Consulting LLC April 2008 - January 2010
A.G. Edwards July 1997 - March 2008
Wachovia 2007 - 2008
MasterCard April 1995 - June 1997
Skills
Java, Databases, Unix, Software Development, Business Intelligence, Data Warehousing, C, SQL, COBOL, Database Design, Perl, Visio, Vendor Management
Education
University of Missouri-Saint Louis 1972 — 1974
University of Missouri, St. Louis
B.S, Business Administration
Germaine McFarlane's Wachovia Experience June 2007 - February 2009
Job Branch Manager at Regions Bank
Industry Marketing and Advertising
Experience
Regions Bank June 2012 - Present
Living Greener LLC, Golden Buyer LLC February 2009 - June 2012
Wachovia June 2007 - February 2009
Wachovia, A Wells Fargo Company June 2002 - June 2007
American Express Financial Advisors January 2002 - August 2002
Edward Jones July 2001 - January 2002
group one financial January 2000 - June 2001
Skills
Credit, Banking, Commercial Lending, Investments, Portfolio Management, Strategic Financial..., Wealth Management, Financial Analysis, Asset Allocation, Small Business, Mutual Funds, Asset Managment, Cash Management, Finance, Credit Analysis, Commercial Banking, Loans, Small Business Lending, Retail Banking, Relationship Management, Branch Banking, Private Banking, Loan Origination, Customer Service, Financial Planning
Education
University of Minnesota-Morris 1994 — 1999
B.S, Economics
university of minnesota-morris 1994 — 1999
Bachelor's degree, Economics
McArthur H.S 1990 — 1994
Regions Bank June 2012 - Present
Living Greener LLC, Golden Buyer LLC February 2009 - June 2012
Wachovia June 2007 - February 2009
Wachovia, A Wells Fargo Company June 2002 - June 2007
American Express Financial Advisors January 2002 - August 2002
Edward Jones July 2001 - January 2002
group one financial January 2000 - June 2001
Skills
Credit, Banking, Commercial Lending, Investments, Portfolio Management, Strategic Financial..., Wealth Management, Financial Analysis, Asset Allocation, Small Business, Mutual Funds, Asset Managment, Cash Management, Finance, Credit Analysis, Commercial Banking, Loans, Small Business Lending, Retail Banking, Relationship Management, Branch Banking, Private Banking, Loan Origination, Customer Service, Financial Planning
Education
University of Minnesota-Morris 1994 — 1999
B.S, Economics
university of minnesota-morris 1994 — 1999
Bachelor's degree, Economics
McArthur H.S 1990 — 1994
Pat Flavin's Wachovia Experience October 2001 - Present
Job Systems Engineer at Wells Fargo
Industry Information Technology and Services
Experience
Wachovia October 2001 - Present
Wells Fargo October 2001 - Present
Skills
SQL Server, Microsoft SQL Server, SDLC, Vendor Management, Integration, Requirements Analysis, Unix, SQL, Process Improvement
Education
University of Illinois at Urbana-Champaign 1979 — 1983
Wachovia October 2001 - Present
Wells Fargo October 2001 - Present
Skills
SQL Server, Microsoft SQL Server, SDLC, Vendor Management, Integration, Requirements Analysis, Unix, SQL, Process Improvement
Education
University of Illinois at Urbana-Champaign 1979 — 1983
Dallas Chapman's Wachovia Experience July 2004 - December 2008
Job Compensation Mgr Corporate Compensation at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2010 - March 2014
Wells Fargo January 2009 - September 2010
Wachovia July 2004 - December 2008
Bank of America January 2000 - July 2004
Bank of America 1994 - 2000
Bank of America January 1990 - January 1994
Del Monte Corporation January 1988 - January 1990
Ericsson Telecommunications, USA January 1985 - January 1988
Intecom January 1983 - January 1985
Smith International January 1982 - January 1983
Skills
Compensation, Market Pricing, FLSA, Incentive Programs, Executive Compensation, Pay, Executive Pay, Succession Planning, Deferred Compensation, Talent Management, Personnel Management, Human Resources, Talent Acquisition
Education
University of Houston-Clear Lake 1974 — 1978
B.A. Business Administration, Business
Wells Fargo September 2010 - March 2014
Wells Fargo January 2009 - September 2010
Wachovia July 2004 - December 2008
Bank of America January 2000 - July 2004
Bank of America 1994 - 2000
Bank of America January 1990 - January 1994
Del Monte Corporation January 1988 - January 1990
Ericsson Telecommunications, USA January 1985 - January 1988
Intecom January 1983 - January 1985
Smith International January 1982 - January 1983
Skills
Compensation, Market Pricing, FLSA, Incentive Programs, Executive Compensation, Pay, Executive Pay, Succession Planning, Deferred Compensation, Talent Management, Personnel Management, Human Resources, Talent Acquisition
Education
University of Houston-Clear Lake 1974 — 1978
B.A. Business Administration, Business
Clifford Atkin's Wachovia Experience Staff AppraiserWachovia Settlement Services1998 - Present
Job Staff Appraiser at Wachovia
Industry Banking
Experience
Wachovia Staff AppraiserWachovia Settlement Services1998 - Present
Education
University of Hartford
BSBA,ASAS, Accounting, Electronic Engineering
Wachovia Staff AppraiserWachovia Settlement Services1998 - Present
Education
University of Hartford
BSBA,ASAS, Accounting, Electronic Engineering
Brian Kotowski's Wachovia Experience May 2007 - November 2008
Job VP, Sr Team Manager at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank March 2010 - Present
Fifth Third Bank December 2008 - March 2010
Wachovia May 2007 - November 2008
New Century Mortgage November 2005 - April 2007
United States Army April 1997 - November 2005
Skills
Mortgage Lending, FHA, Underwriting, Loans, Credit, Mortgage Banking, Residential Mortgages, Consumer Lending, Credit Risk, USDA, Retail Banking, Mortgage Underwriting, Credit Analysis, Loan Origination, Commercial Lending, Refinance, VA loans
Education
University of Illinois at Urbana-Champaign
HS Diploma
Fifth Third Bank March 2010 - Present
Fifth Third Bank December 2008 - March 2010
Wachovia May 2007 - November 2008
New Century Mortgage November 2005 - April 2007
United States Army April 1997 - November 2005
Skills
Mortgage Lending, FHA, Underwriting, Loans, Credit, Mortgage Banking, Residential Mortgages, Consumer Lending, Credit Risk, USDA, Retail Banking, Mortgage Underwriting, Credit Analysis, Loan Origination, Commercial Lending, Refinance, VA loans
Education
University of Illinois at Urbana-Champaign
HS Diploma
Mark B Crain's Wachovia Experience May 2006 - March 2008
Job A more than satisfied junior high educator
Industry Primary/Secondary Education
Experience
AdvoCare March 2015 - Present
Alvin ISD October 2010 - March 2015
Regions Bank March 2008 - March 2009
Wachovia May 2006 - March 2008
Hibernia / CapitalOne February 2005 - May 2006
Hibernia / CapitalOne February 2005 - May 2006
Skills
Educational Leadership, Curriculum Development, Finance, Small Business, Leadership, Strategic Financial..., Curriculum Design, Staff Development, Instructional Design, Loans, Financial Services, Teaching, Classroom, Classroom Management, E-Learning, Educational Technology, Higher Education, Leadership Development, Lesson Planning, Teacher Training, Training, Tutoring, Coaching, Nonprofits, Program Development, Community Outreach, Grant Writing
Education
Strayer University-Maryland 2005 — 2009
MBA, Management
University of Mississippi - School of Business Administration 1999 — 2003
BBA, Managerial Finance, Investments, and Corporate Finance
AdvoCare March 2015 - Present
Alvin ISD October 2010 - March 2015
Regions Bank March 2008 - March 2009
Wachovia May 2006 - March 2008
Hibernia / CapitalOne February 2005 - May 2006
Hibernia / CapitalOne February 2005 - May 2006
Skills
Educational Leadership, Curriculum Development, Finance, Small Business, Leadership, Strategic Financial..., Curriculum Design, Staff Development, Instructional Design, Loans, Financial Services, Teaching, Classroom, Classroom Management, E-Learning, Educational Technology, Higher Education, Leadership Development, Lesson Planning, Teacher Training, Training, Tutoring, Coaching, Nonprofits, Program Development, Community Outreach, Grant Writing
Education
Strayer University-Maryland 2005 — 2009
MBA, Management
University of Mississippi - School of Business Administration 1999 — 2003
BBA, Managerial Finance, Investments, and Corporate Finance
Denny Kaczmarcyzk's Wachovia Experience 2005 - 2007
Job Location Manager MI at Door to Door Organics
Industry Banking
Experience
Door to Door Organics October 2013 - Present
Ology January 2013 - Present
John Adams Mortgage October 2007 - August 2011
Wachovia 2005 - 2007
Skills
Analysis, Business Planning, Credit, Marketing Strategy, Sales, Finance
Education
University of Michigan-Dearborn 1997 — 2002
Engineering
Door to Door Organics October 2013 - Present
Ology January 2013 - Present
John Adams Mortgage October 2007 - August 2011
Wachovia 2005 - 2007
Skills
Analysis, Business Planning, Credit, Marketing Strategy, Sales, Finance
Education
University of Michigan-Dearborn 1997 — 2002
Engineering
John Pokrzywinski's Wachovia Experience January 2000 - January 2001
Job Division Group Manager at Wachovia
Industry Financial Services
Experience
Wachovia Mortgage September 1996 - December 2008
Wachovia Formely World Savings January 2003 - January 2005
Wachovia Mortgage (formerly World Savings) January 2001 - January 2003
Wachovia January 2000 - January 2001
Wachovia Bank January 1997 - January 2000
Skills
Market Analysis, Staff Development, Valuation, Cost Management, Real Estate, Analysis, Appraisal, Customer Service, Executive Management, Mortgage, Credit, FHA, Appraisals, Residential, Loans, Banking, Team Building, Underwriting, Problem Solving, Financial Analysis, REO, Customer Relations, Negotiation, Risk Management, Foreclosures, Due Diligence, Process Improvement, Strategic Planning, Coaching, Compliance, Vendor Management, Short Sales, Budgeting, Forecasting, Excel, Home, Microsoft Office, Team Leadership
Education
University of Minnesota-Twin Cities 1986 — 1989
BS, Economics
Wachovia Mortgage September 1996 - December 2008
Wachovia Formely World Savings January 2003 - January 2005
Wachovia Mortgage (formerly World Savings) January 2001 - January 2003
Wachovia January 2000 - January 2001
Wachovia Bank January 1997 - January 2000
Skills
Market Analysis, Staff Development, Valuation, Cost Management, Real Estate, Analysis, Appraisal, Customer Service, Executive Management, Mortgage, Credit, FHA, Appraisals, Residential, Loans, Banking, Team Building, Underwriting, Problem Solving, Financial Analysis, REO, Customer Relations, Negotiation, Risk Management, Foreclosures, Due Diligence, Process Improvement, Strategic Planning, Coaching, Compliance, Vendor Management, Short Sales, Budgeting, Forecasting, Excel, Home, Microsoft Office, Team Leadership
Education
University of Minnesota-Twin Cities 1986 — 1989
BS, Economics
Lisa Goines-Taylor's Wachovia Experience April 2007 - June 2009
Job NE Division Credit Matrix Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2012 - Present
Wells Fargo Dealer Services June 2009 - April 2012
Wachovia April 2007 - June 2009
Skills
Loans, Mortgage Lending, Credit Analysis
Education
University of Maryland University College 2013 — 2015
Master of Business Administration (MBA), Project Management
Strayer University 2004 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
Wells Fargo April 2012 - Present
Wells Fargo Dealer Services June 2009 - April 2012
Wachovia April 2007 - June 2009
Skills
Loans, Mortgage Lending, Credit Analysis
Education
University of Maryland University College 2013 — 2015
Master of Business Administration (MBA), Project Management
Strayer University 2004 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
ANITHA BALAJI's Wachovia Experience advertising coordinatorAtlanta Journal ConstitutionAugust 2003 - May 2006
Job teller at Wachovia
Industry Banking
Experience
Wachovia advertising coordinatorAtlanta Journal ConstitutionAugust 2003 - May 2006
Education
University of Madras 1991 — 1995
M.PHIL, MARKETING
University of Madras 1989 — 1991
b.com, commerce
s.i.e.t 1989 — 1991
b.com, commerce
Wachovia advertising coordinatorAtlanta Journal ConstitutionAugust 2003 - May 2006
Education
University of Madras 1991 — 1995
M.PHIL, MARKETING
University of Madras 1989 — 1991
b.com, commerce
s.i.e.t 1989 — 1991
b.com, commerce
Beth Currie, PMP's Wachovia Experience April 2004 - May 2009
Job Senior Vice President, Manager Eastern Strategic Formats at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2009 - Present
Wachovia April 2004 - May 2009
Wachovia Bank 2005 - 2009
Wachovia April 1999 - April 2004
Skills
Strategy, Program Management, Vendor Management, Mergers, Change Management, Business Process..., Leadership, Management, Project Management, Process Improvement, Mergers & Acquisitions, Integration, Financial Analysis, Financial Services, Banking
Education
University of Mary Washington
B.A., Psychology
Wells Fargo May 2009 - Present
Wachovia April 2004 - May 2009
Wachovia Bank 2005 - 2009
Wachovia April 1999 - April 2004
Skills
Strategy, Program Management, Vendor Management, Mergers, Change Management, Business Process..., Leadership, Management, Project Management, Process Improvement, Mergers & Acquisitions, Integration, Financial Analysis, Financial Services, Banking
Education
University of Mary Washington
B.A., Psychology
Thomas Schiedel's Wachovia Experience 2001 - 2006
Job SVP Regional Private Banking Manager at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank 2011 - Present
Citibank 2006 - 2008
Wachovia 2001 - 2006
First Union/Wachovia 1994 - 2000
Skills
Portfolio Management, Credit, Wealth Management, Investments, Banking, Commercial Banking, Equities, Underwriting, Loans
Education
University of Maryland College Park 1977 — 1981
BA, Economics, Accounting and Finance
Wells Fargo Private Bank 2011 - Present
Citibank 2006 - 2008
Wachovia 2001 - 2006
First Union/Wachovia 1994 - 2000
Skills
Portfolio Management, Credit, Wealth Management, Investments, Banking, Commercial Banking, Equities, Underwriting, Loans
Education
University of Maryland College Park 1977 — 1981
BA, Economics, Accounting and Finance
Anita Joshi's Wachovia Experience 2007 - 2009
Job Sr. QA Analyst Capital Market Technology at US Bank
Industry Information Technology and Services
Experience
U.S. Bank July 2014 - Present
Wells Fargo 2009 - July 2014
Wachovia 2007 - 2009
Wachovia Bank 2004 - 2007
Meltron 1989 - 1991
Skills
Visio, Requirements Analysis, FX, Unix, SQL, Production Support, SDLC, SQL Server, Testing, Quality Assurance, Weblogic, Requirements Gathering, XML, Quality Center, Systems Analysis, Microsoft SQL Server, Software Project..., User Acceptance Testing, Business Requirements, Business Analysis
Education
University of North Carolina at Charlotte - Belk College of Business 2001 — 2003
MBA, Business Finance
Bombay University
U.S. Bank July 2014 - Present
Wells Fargo 2009 - July 2014
Wachovia 2007 - 2009
Wachovia Bank 2004 - 2007
Meltron 1989 - 1991
Skills
Visio, Requirements Analysis, FX, Unix, SQL, Production Support, SDLC, SQL Server, Testing, Quality Assurance, Weblogic, Requirements Gathering, XML, Quality Center, Systems Analysis, Microsoft SQL Server, Software Project..., User Acceptance Testing, Business Requirements, Business Analysis
Education
University of North Carolina at Charlotte - Belk College of Business 2001 — 2003
MBA, Business Finance
Bombay University
Marian Brawer's Wachovia Experience Project ManagerWells Fargo2009 - 2010
Job Vice President/Senior IT Project Manager at Wachovia
Industry Banking
Experience
Wachovia Project ManagerWells Fargo2009 - 2010
Education
University of Michigan
Wachovia Project ManagerWells Fargo2009 - 2010
Education
University of Michigan
Carla Meixner's Wachovia Experience January 2006 - December 2009
Job Communications Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 1994 - Present
Wachovia January 2006 - December 2009
Wachovia January 2003 - December 2005
Wachovia September 1994 - December 2002
Skills
Intranet, SharePoint, Content Management, User Experience, Technical Writing, Business Analysis, Change Management, CMS, Product Management, HTML, Internal Communications, Information Architecture, Retail Banking, Content Strategy, Corporate Communications, Strategic Consulting, Visio, E-commerce, Usability Testing, Requirements Gathering, Management
Education
University of Maryland College Park
Wells Fargo September 1994 - Present
Wachovia January 2006 - December 2009
Wachovia January 2003 - December 2005
Wachovia September 1994 - December 2002
Skills
Intranet, SharePoint, Content Management, User Experience, Technical Writing, Business Analysis, Change Management, CMS, Product Management, HTML, Internal Communications, Information Architecture, Retail Banking, Content Strategy, Corporate Communications, Strategic Consulting, Visio, E-commerce, Usability Testing, Requirements Gathering, Management
Education
University of Maryland College Park
Nicole Hawkins-Normand's Wachovia Experience September 2001 - March 2007
Job Vice President, Senior Financial Advisor with Merrill Lynch
Industry Financial Services
Experience
Thrive, the healing center February 2011 - Present
Merrill Lynch September 2007 - Present
Gerry Bertier #42 Foundation November 2007 - December 2014
Business builders networking September 2007 - November 2012
Wachovia September 2001 - March 2007
Wachovia January 2000 - February 2001
Wachovia February 1998 - January 2000
JC Penney August 1988 - January 1998
Skills
Retirement Planning, Estate Planning, Financial Planning, Insurance Planning, Retirement Income..., Investment Strategies, Financial Planners, Retirement, Budgets, Finance, Fixed Annuities, Investments, Marketing, Mortgage Lending, Series 7, Small Business, Strategic Financial..., Wealth Management, Banking, Financial Services, Personal Finance, Management
Education
University of Mary Washington 1988 — 1992
Bachelor of Arts, Geography
Thrive, the healing center February 2011 - Present
Merrill Lynch September 2007 - Present
Gerry Bertier #42 Foundation November 2007 - December 2014
Business builders networking September 2007 - November 2012
Wachovia September 2001 - March 2007
Wachovia January 2000 - February 2001
Wachovia February 1998 - January 2000
JC Penney August 1988 - January 1998
Skills
Retirement Planning, Estate Planning, Financial Planning, Insurance Planning, Retirement Income..., Investment Strategies, Financial Planners, Retirement, Budgets, Finance, Fixed Annuities, Investments, Marketing, Mortgage Lending, Series 7, Small Business, Strategic Financial..., Wealth Management, Banking, Financial Services, Personal Finance, Management
Education
University of Mary Washington 1988 — 1992
Bachelor of Arts, Geography
David Pinard's Wachovia Experience June 1998 - January 2009
Job VP Strategy Consultant Technology Governance Services at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo December 2010 - Present
Wells Fargo November 2009 - November 2010
Wachovia, a Wells Fargo Company January 2009 - November 2010
Wachovia June 1998 - January 2009
Travelers 1992 - 1998
CIGNA May 1985 - March 1992
Skills
Integration, Enterprise Architecture, Information Security, Mobile Devices, Linux, Business Intelligence, Strategy, Business Analysis, IT Strategy, Process Improvement, IT Management, Solution Architecture, Risk Management, SQL, Cross-functional Team..., Security, Governance, Leadership, Unix, Software Development, Databases, SDLC, Vendor Management, IT Service Management, Disaster Recovery, Program Management
Education
Southwick High School
University of Massachusetts, Amherst
Computer Science
Wells Fargo December 2010 - Present
Wells Fargo November 2009 - November 2010
Wachovia, a Wells Fargo Company January 2009 - November 2010
Wachovia June 1998 - January 2009
Travelers 1992 - 1998
CIGNA May 1985 - March 1992
Skills
Integration, Enterprise Architecture, Information Security, Mobile Devices, Linux, Business Intelligence, Strategy, Business Analysis, IT Strategy, Process Improvement, IT Management, Solution Architecture, Risk Management, SQL, Cross-functional Team..., Security, Governance, Leadership, Unix, Software Development, Databases, SDLC, Vendor Management, IT Service Management, Disaster Recovery, Program Management
Education
Southwick High School
University of Massachusetts, Amherst
Computer Science
Patricia Dawson's Wachovia Experience 1989 - 2005
Job AVP, Soft Dollar, Proxy & Vendor Manager at Nuveen Inv
Industry Financial Services
Experience
faf-advisors AVP, Soft Dollar, Proxy & Vendor ManagerNuveen InvJanuary 2011 - Present
Wachovia 1989 - 2005
PFPC -- Subsidiary of PNC bank -- TPA 401(k) 1989 - 2004
Wachovia Bank 1989 - 1994
Northern Telecom 1977 - 1987
Education
University of Minnesota-Twin Cities
MBA, Marketing
faf-advisors AVP, Soft Dollar, Proxy & Vendor ManagerNuveen InvJanuary 2011 - Present
Wachovia 1989 - 2005
PFPC -- Subsidiary of PNC bank -- TPA 401(k) 1989 - 2004
Wachovia Bank 1989 - 1994
Northern Telecom 1977 - 1987
Education
University of Minnesota-Twin Cities
MBA, Marketing
Philip Whitley's Wachovia Experience July 2007 - August 2009
Job VP Product Manager at Bank of America
Industry Banking
Experience
Bank of America March 2015 - Present
Bank of America May 2013 - March 2015
Bank of America June 2011 - May 2013
Robert H. Smith School of Business August 2010 - June 2011
Bank of America June 2010 - August 2010
The Saylor Foundation January 2010 - July 2010
Wachovia July 2007 - August 2009
Castle Branch, Inc. July 2005 - July 2007
Skills
Target Marketing, Business Transformation, Equity Research, Financial Modeling, Valuation, Economics, Economic Modeling, Economic Research, Basel III, Banking, Leadership, Finance, Strategy, Corporate Finance, Portfolio Management
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2011
MBA
University of North Carolina at Wilmington
BSBA
Bank of America March 2015 - Present
Bank of America May 2013 - March 2015
Bank of America June 2011 - May 2013
Robert H. Smith School of Business August 2010 - June 2011
Bank of America June 2010 - August 2010
The Saylor Foundation January 2010 - July 2010
Wachovia July 2007 - August 2009
Castle Branch, Inc. July 2005 - July 2007
Skills
Target Marketing, Business Transformation, Equity Research, Financial Modeling, Valuation, Economics, Economic Modeling, Economic Research, Basel III, Banking, Leadership, Finance, Strategy, Corporate Finance, Portfolio Management
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2011
MBA
University of North Carolina at Wilmington
BSBA
Jan Whitton's Wachovia Experience April 2004 - October 2008
Job Owner at JCW Appraisals
Industry Real Estate
Experience
JCW Appraisals 2008 - Present
Wachovia April 2004 - October 2008
Skills
Appraisals, Single Family Homes, Real Estate, REO, FHA, Condos, Investment Properties, Refinance, Loans, Mortgage Lending, Mortgage Banking, Foreclosures
Education
University of Massachusetts Lowell 1982 — 1986
B.S.
JCW Appraisals 2008 - Present
Wachovia April 2004 - October 2008
Skills
Appraisals, Single Family Homes, Real Estate, REO, FHA, Condos, Investment Properties, Refinance, Loans, Mortgage Lending, Mortgage Banking, Foreclosures
Education
University of Massachusetts Lowell 1982 — 1986
B.S.
Tai Han - MBA/Green Belt Six Sigma's Wachovia Experience May 2007 - May 2010
Job Experienced Manager and Logistics
Industry Logistics and Supply Chain
Experience
Air Liquide August 2014 - Present
Wells Fargo May 2010 - September 2014
Wachovia May 2007 - May 2010
Coastal Banc 1999 - 2002
Skills
Banking, Credit, Loans, Retail Banking, Commercial Banking, Credit Analysis, Risk Management, Credit Risk, Portfolio Management, Cross Selling, Mortgage Lending, Relationship Management, Financial Analysis, Consumer Lending, Branch Banking, Small Business Lending, Customer Service, Lines Of Credit, Leadership, Analysis, Sales, Financial Services, Loan Origination, Process Improvement, Team Building, Management, Coaching
Education
University of St. Thomas (TX) 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
University of Houston 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
Air Liquide August 2014 - Present
Wells Fargo May 2010 - September 2014
Wachovia May 2007 - May 2010
Coastal Banc 1999 - 2002
Skills
Banking, Credit, Loans, Retail Banking, Commercial Banking, Credit Analysis, Risk Management, Credit Risk, Portfolio Management, Cross Selling, Mortgage Lending, Relationship Management, Financial Analysis, Consumer Lending, Branch Banking, Small Business Lending, Customer Service, Lines Of Credit, Leadership, Analysis, Sales, Financial Services, Loan Origination, Process Improvement, Team Building, Management, Coaching
Education
University of St. Thomas (TX) 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
University of Houston 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
Diane Carney's Wachovia Experience April 2001 - December 2008
Job Regional Bank Private Banker, Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2009 - Present
Wachovia April 2001 - December 2008
Education
University of Maryland College Park
Wells Fargo January 2009 - Present
Wachovia April 2001 - December 2008
Education
University of Maryland College Park
Irene LaPolice's Wachovia Experience 2004 - 2009
Job Controller at Bexil American Mortgage Inc.
Industry Financial Services
Experience
Bexil American Mortgage Inc. October 2011 - Present
San Diego County Credit Union January 2010 - November 2011
Wachovia 2004 - 2009
Vertice Wachovia 2004 - 2009
Wachovia Securities 2004 - 2009
GreenPoint Credit/BankAmerica Housing Services 1985 - 2002
Columbia College 1984 - 1985
Education
University of Minnesota-Twin Cities
BS, Accounting
Bexil American Mortgage Inc. October 2011 - Present
San Diego County Credit Union January 2010 - November 2011
Wachovia 2004 - 2009
Vertice Wachovia 2004 - 2009
Wachovia Securities 2004 - 2009
GreenPoint Credit/BankAmerica Housing Services 1985 - 2002
Columbia College 1984 - 1985
Education
University of Minnesota-Twin Cities
BS, Accounting
Robert Gilmartin's Wachovia Experience 1994 - 2000
Job Director of Relationship Management at CAST Management Consultants
Industry Banking
Experience
CAST Management Consultants Account Relationship ManagerCarreker Corporation2000 - 2007
Carreker Corp 2000 - 2007
Wachovia 1994 - 2000
Education
University of Miami 1982 — 1985
BA, Economics and Finance
CAST Management Consultants Account Relationship ManagerCarreker Corporation2000 - 2007
Carreker Corp 2000 - 2007
Wachovia 1994 - 2000
Education
University of Miami 1982 — 1985
BA, Economics and Finance
Barry Lucas's Wachovia Experience 2006 - 2009
Job SVP, National Alliance Director
Industry Banking
Experience
Wells Fargo Dealer Services October 2006 - Present
Wachovia 2006 - 2009
Sonic Automotive 2001 - 2006
Chrysler 1991 - 1998
Skills
Financial Analysis, Sales Management, Forecasting, Portfolio Management, Credit Analysis, Strategic Planning, Banking, Process Improvement, Profit, Relationship Management, Financial Modeling, New Business Development, Risk Management, Account Management, Sales Process, Sales, Finance, Team Building, Executive Management, Leadership, Strategy, Commercial Lending, Mergers & Acquisitions, Business Development, Financial Services
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 1998
MBA, Management
University of Maryland College Park 1985 — 1988
BS, Finance
bowie high school 1981 — 1984
Wells Fargo Dealer Services October 2006 - Present
Wachovia 2006 - 2009
Sonic Automotive 2001 - 2006
Chrysler 1991 - 1998
Skills
Financial Analysis, Sales Management, Forecasting, Portfolio Management, Credit Analysis, Strategic Planning, Banking, Process Improvement, Profit, Relationship Management, Financial Modeling, New Business Development, Risk Management, Account Management, Sales Process, Sales, Finance, Team Building, Executive Management, Leadership, Strategy, Commercial Lending, Mergers & Acquisitions, Business Development, Financial Services
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 1998
MBA, Management
University of Maryland College Park 1985 — 1988
BS, Finance
bowie high school 1981 — 1984
Randy Norris's Wachovia Experience 2004 - 2009
Job Implementation / Change Coordinator at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors November 2012 - Present
Signature Consultants (Wells Fargo Bank) January 2011 - Present
Ally Bank July 2010 - March 2012
Wells Fargo Bank January 2010 - July 2010
Wachovia Bank June 2006 - June 2009
Wachovia 2004 - 2009
Wells Fargo 2004 - 2009
Wachovia 2004 - 2006
Bank of America 1998 - 2003
Skills
SDLC, Vendor Management, Visio, Process Improvement, Risk Management, Business Analysis, Banking, SharePoint, Disaster Recovery, Business Requirements, PMP, Project Management, Requirements Analysis, Project Portfolio..., Program Management
Education
University of Maryland University College
Bus. Mgmt
University of North Carolina at Charlotte
Bus. Mgmt
Wells Fargo Advisors November 2012 - Present
Signature Consultants (Wells Fargo Bank) January 2011 - Present
Ally Bank July 2010 - March 2012
Wells Fargo Bank January 2010 - July 2010
Wachovia Bank June 2006 - June 2009
Wachovia 2004 - 2009
Wells Fargo 2004 - 2009
Wachovia 2004 - 2006
Bank of America 1998 - 2003
Skills
SDLC, Vendor Management, Visio, Process Improvement, Risk Management, Business Analysis, Banking, SharePoint, Disaster Recovery, Business Requirements, PMP, Project Management, Requirements Analysis, Project Portfolio..., Program Management
Education
University of Maryland University College
Bus. Mgmt
University of North Carolina at Charlotte
Bus. Mgmt
Jaya Swamy's Wachovia Experience March 2006 - April 2007
Job Sr. Project/Program Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2014 - Present
Bank of America December 2010 - February 2014
Bank of America February 2010 - December 2010
Bank of America October 2007 - October 2009
Wachovia March 2006 - April 2007
Others January 1996 - December 2005
Skills
PMO, Program Management, Project Portfolio..., Project Management, PMP, Software Development, Budgets, Agile Project Management, Management, SDLC, Vendor Management, Business Analysis, Business Process..., Software Project..., Project Delivery, IT Strategy
Education
Project Management Institute 2005 — 2005
PMP, Project Management
University of Mumbai 1998 — 2000
MBA, Business Management
Wells Fargo May 2014 - Present
Bank of America December 2010 - February 2014
Bank of America February 2010 - December 2010
Bank of America October 2007 - October 2009
Wachovia March 2006 - April 2007
Others January 1996 - December 2005
Skills
PMO, Program Management, Project Portfolio..., Project Management, PMP, Software Development, Budgets, Agile Project Management, Management, SDLC, Vendor Management, Business Analysis, Business Process..., Software Project..., Project Delivery, IT Strategy
Education
Project Management Institute 2005 — 2005
PMP, Project Management
University of Mumbai 1998 — 2000
MBA, Business Management
Jennifer Matlock's Wachovia Experience 2007 - 2009
Job HRIS Analyst at BJC HealthCare
Industry Human Resources
Experience
BJC HealthCare December 2011 - Present
Furniture Brands International November 2009 - December 2011
Wachovia 2007 - 2009
Edward Jones 2000 - 2007
Enterprise Rent-A-Car 1999 - 2000
Skills
Benefits Administration, HRIS, Employee Benefits, PeopleSoft, Deferred Compensation, PeopleTools, Human Resources, Business Analysis, Onboarding, Taleo, Kronos, Applicant Tracking..., Performance Management, Succession Planning
Education
University of Missouri-Saint Louis
BSBA, Management of Organizational Behavior, Marketing
BJC HealthCare December 2011 - Present
Furniture Brands International November 2009 - December 2011
Wachovia 2007 - 2009
Edward Jones 2000 - 2007
Enterprise Rent-A-Car 1999 - 2000
Skills
Benefits Administration, HRIS, Employee Benefits, PeopleSoft, Deferred Compensation, PeopleTools, Human Resources, Business Analysis, Onboarding, Taleo, Kronos, Applicant Tracking..., Performance Management, Succession Planning
Education
University of Missouri-Saint Louis
BSBA, Management of Organizational Behavior, Marketing
Ross Perkinson's Wachovia Experience April 2003 - November 2004
Job VP of Enterprise Risk Management at Algeco Scotsman
Industry Construction
Experience
Algeco Scotsman March 2010 - Present
Williams Scotsman May 2006 - March 2010
Beard Miller Company November 2004 - May 2006
Wachovia April 2003 - November 2004
Bank of America July 1995 - April 2003
Office Environments, Inc. August 1991 - July 1995
BDO Seidman Alliance November 1987 - July 1991
Granada Corporation August 1986 - October 1987
Ernst & Young January 1985 - July 1986
Education
Queens College 1993 — 1995
Master of Business Administration (MBA)
University of Houston 1981 — 1984
Bachelor of Business Administration (BBA), Accounting
Algeco Scotsman March 2010 - Present
Williams Scotsman May 2006 - March 2010
Beard Miller Company November 2004 - May 2006
Wachovia April 2003 - November 2004
Bank of America July 1995 - April 2003
Office Environments, Inc. August 1991 - July 1995
BDO Seidman Alliance November 1987 - July 1991
Granada Corporation August 1986 - October 1987
Ernst & Young January 1985 - July 1986
Education
Queens College 1993 — 1995
Master of Business Administration (MBA)
University of Houston 1981 — 1984
Bachelor of Business Administration (BBA), Accounting
Jack Papaleonti's Wachovia Experience September 2001 - June 2003
Job Partner, Academy Realty, Inc.
Industry Real Estate
Experience
Academy Realty, Inc. January 2000 - Present
Sunbelt Capital Group June 2003 - January 2005
Wachovia September 2001 - June 2003
Skills
Professional..., Investment Properties, Real Estate Development, Real Estate Transactions, Real Estate, Sales, Foreclosures, Condos, Property Management, Investors, Residential Homes, Customer Service, Listings, Real Estate Financing, Mortgage Lending, Relocation, Sellers, Marketing Strategy, Loans, First Time Home Buyers, Commercial Real Estate, Real Property, Short Sales
Education
University of Maryland College Park 1989 — 1992
University of Maryland College Park 1989 — 1992
Academy Realty, Inc. January 2000 - Present
Sunbelt Capital Group June 2003 - January 2005
Wachovia September 2001 - June 2003
Skills
Professional..., Investment Properties, Real Estate Development, Real Estate Transactions, Real Estate, Sales, Foreclosures, Condos, Property Management, Investors, Residential Homes, Customer Service, Listings, Real Estate Financing, Mortgage Lending, Relocation, Sellers, Marketing Strategy, Loans, First Time Home Buyers, Commercial Real Estate, Real Property, Short Sales
Education
University of Maryland College Park 1989 — 1992
University of Maryland College Park 1989 — 1992
Dan Rohlfing's Wachovia Experience May 2008 - August 2009
Job Technology Relationship Manager at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors August 2009 - Present
Wachovia May 2008 - August 2009
A.G. Edwards August 1995 - May 2008
Education
University of Missouri-Saint Louis 1976 — 1990
Bachelor of Science (BS), Applied Mathematics
Ritenour High School
Wells Fargo Advisors August 2009 - Present
Wachovia May 2008 - August 2009
A.G. Edwards August 1995 - May 2008
Education
University of Missouri-Saint Louis 1976 — 1990
Bachelor of Science (BS), Applied Mathematics
Ritenour High School
Terry Tyler's Wachovia Experience January 2010 - Present
Job
Industry Financial Services
Jane Malloy's Wachovia Experience 2003 - 2005
Job Relocation Consultant at Cartus
Industry Real Estate
Experience
Cartus 2005 - Present
Wachovia 2003 - 2005
Skills
Microsoft Office, Customer Service, Relocation, Microsoft Excel, PowerPoint, Human Resources, Office Management, Negotiation, Recruiting
Education
University of Missouri-Columbia 1967 — 1971
Bachelor of Journalism, Journalism
Cartus 2005 - Present
Wachovia 2003 - 2005
Skills
Microsoft Office, Customer Service, Relocation, Microsoft Excel, PowerPoint, Human Resources, Office Management, Negotiation, Recruiting
Education
University of Missouri-Columbia 1967 — 1971
Bachelor of Journalism, Journalism
Maria Trevizo's Wachovia Experience July 2008 - February 2009
Job AVP Compliance and Audit at Security State Bank
Industry Banking
Experience
Security State Bank February 2009 - Present
Wachovia July 2008 - February 2009
Prosperity Bank July 2000 - July 2008
Education
University of Houston-Clear Lake 2008 — 2011
Bachelor of Science (B.S.), Accounting
Security State Bank February 2009 - Present
Wachovia July 2008 - February 2009
Prosperity Bank July 2000 - July 2008
Education
University of Houston-Clear Lake 2008 — 2011
Bachelor of Science (B.S.), Accounting
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.