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
Joseph Kauder Joseph Kauder's Wachovia Experience 2005 - February 2009
Job Executive Vice President, Chief Accounting OfficerWholesale Banking
Industry Banking
Experience
Wells Fargo August 2013 - Present
Wells Fargo 2009 - July 2013
Wells Fargo January 2009 - April 2009
Wachovia 2005 - February 2009
GE Capital February 2002 - February 2005
GE Capital April 1999 - February 2002
Price Waterhouse 1990 - 1999
Skills
Corporate Finance, Financial Risk, Accounting, Asset Management, Finance, Strategic Financial..., SEC filings
Education
University of North Carolina at Chapel Hill 1985 — 1989
BS, Business Administration
Wells Fargo August 2013 - Present
Wells Fargo 2009 - July 2013
Wells Fargo January 2009 - April 2009
Wachovia 2005 - February 2009
GE Capital February 2002 - February 2005
GE Capital April 1999 - February 2002
Price Waterhouse 1990 - 1999
Skills
Corporate Finance, Financial Risk, Accounting, Asset Management, Finance, Strategic Financial..., SEC filings
Education
University of North Carolina at Chapel Hill 1985 — 1989
BS, Business Administration
Gregg Langhoff Gregg Langhoff's Wachovia Experience 1998 - 2000
Job DirectorSunTrust Robinson Humphrey
Industry Capital Markets
Experience
SunTrust Robinson Humphrey June 2008 - Present
Bank of America March 2000 - February 2008
Wachovia 1998 - 2000
Skills
Fixed Income, Interest Rate..., Commodities, Hedging, Derivatives, Credit, Financial Structuring, Interest Rate Risk..., Capital Markets, Investment Banking, Portfolio Management, Structured Finance, Series 7, Hedge Funds
Education
University of North Carolina at Chapel Hill 1990 — 1994
Bachelor of Arts, Political Science and Psychology
Loyola Blakefield High School 1987 — 1990
SunTrust Robinson Humphrey June 2008 - Present
Bank of America March 2000 - February 2008
Wachovia 1998 - 2000
Skills
Fixed Income, Interest Rate..., Commodities, Hedging, Derivatives, Credit, Financial Structuring, Interest Rate Risk..., Capital Markets, Investment Banking, Portfolio Management, Structured Finance, Series 7, Hedge Funds
Education
University of North Carolina at Chapel Hill 1990 — 1994
Bachelor of Arts, Political Science and Psychology
Loyola Blakefield High School 1987 — 1990
Jackie Adkins Jackie Adkins's Wachovia Experience June 2008 - August 2008
Job Digital Marketer and Strategist
Industry Marketing and Advertising
Experience
GMR Marketing April 2015 - Present
The Curbside Marketer September 2009 - Present
GMR Marketing May 2012 - April 2015
GMR Marketing March 2011 - May 2012
BuzzMgr / Sports Media Challenge June 2009 - March 2011
Wachovia June 2008 - August 2008
Skills
Social Media, Digital Marketing, Sports Marketing, Sponsorship, Client Management, Advertising, Digital Strategy, WordPress, Blogging, Event Planning, Sponsorship Activation, Social Media Monitoring, Event Marketing, Corporate Hospitality, Basic Photoshop, Video Editing, HTML + CSS, Writing, Web Analytics, Presentation Development, Marketing, Public Relations, Social Media Measurement, CRM
Education
University of North Carolina at Chapel Hill 2005 — 2009
BSBA, Business/Marketing
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2009
BSBA, Marketing
GMR Marketing April 2015 - Present
The Curbside Marketer September 2009 - Present
GMR Marketing May 2012 - April 2015
GMR Marketing March 2011 - May 2012
BuzzMgr / Sports Media Challenge June 2009 - March 2011
Wachovia June 2008 - August 2008
Skills
Social Media, Digital Marketing, Sports Marketing, Sponsorship, Client Management, Advertising, Digital Strategy, WordPress, Blogging, Event Planning, Sponsorship Activation, Social Media Monitoring, Event Marketing, Corporate Hospitality, Basic Photoshop, Video Editing, HTML + CSS, Writing, Web Analytics, Presentation Development, Marketing, Public Relations, Social Media Measurement, CRM
Education
University of North Carolina at Chapel Hill 2005 — 2009
BSBA, Business/Marketing
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2009
BSBA, Marketing
Don Vecchiarello Don Vecchiarello's Wachovia Experience June 2003 - March 2007
Job Small Business Communications Manager at Bank of America
Industry Banking
Experience
Bank of America September 2009 - Present
Wells Fargo March 2007 - September 2009
Wachovia June 2003 - March 2007
Skills
Banking, Customer Service, Credit, Portfolio Management, Sales, Financial Analysis, Strategic Communications, Social Media, Loans, Commercial Lending, Corporate Communications, Social Media Marketing, Media Relations, Marketing Strategy, Press Releases, Blogging, Microsoft Office, Public Relations, Marketing Communications, Retail Banking, Marketing, Commercial Banking
Education
University of North Carolina at Chapel Hill 1997 — 1999
Master of Arts (MA), Interpersonal and Organizational Communications
University of North Carolina at Chapel Hill 1989 — 1993
Bachelor of Arts (BA), English and American History
Bank of America September 2009 - Present
Wells Fargo March 2007 - September 2009
Wachovia June 2003 - March 2007
Skills
Banking, Customer Service, Credit, Portfolio Management, Sales, Financial Analysis, Strategic Communications, Social Media, Loans, Commercial Lending, Corporate Communications, Social Media Marketing, Media Relations, Marketing Strategy, Press Releases, Blogging, Microsoft Office, Public Relations, Marketing Communications, Retail Banking, Marketing, Commercial Banking
Education
University of North Carolina at Chapel Hill 1997 — 1999
Master of Arts (MA), Interpersonal and Organizational Communications
University of North Carolina at Chapel Hill 1989 — 1993
Bachelor of Arts (BA), English and American History
James Boccardo James Boccardo's Wachovia Experience June 2004 - June 2006
Job Director of Strategy Resurgent Capital
Industry Banking
Experience
Resurgent Capital Services May 2014 - Present
CertusBank October 2012 - April 2014
Bank of America June 2006 - December 2012
Wachovia June 2004 - June 2006
Morgan Stanley May 2003 - August 2003
Skills
Financial Modeling, Corporate Finance, Capital Markets, Cost Accounting, Treasury Management, GAAP, Credit Analysis, Fixed Income, Investment Banking, Finance, Microsoft Excel, Capital Structure, Senior Debt, Financial Analysis, Financial Accounting, Financial Projection, Valuation, Credit, Credit Risk, Commercial Banking
Education
UNC Chapel Hill
Bachelor of Science (B.S.), Computer Science
Resurgent Capital Services May 2014 - Present
CertusBank October 2012 - April 2014
Bank of America June 2006 - December 2012
Wachovia June 2004 - June 2006
Morgan Stanley May 2003 - August 2003
Skills
Financial Modeling, Corporate Finance, Capital Markets, Cost Accounting, Treasury Management, GAAP, Credit Analysis, Fixed Income, Investment Banking, Finance, Microsoft Excel, Capital Structure, Senior Debt, Financial Analysis, Financial Accounting, Financial Projection, Valuation, Credit, Credit Risk, Commercial Banking
Education
UNC Chapel Hill
Bachelor of Science (B.S.), Computer Science
Angela Mull Angela Mull's Wachovia Experience November 1989 - October 2009
Job Benefits Manager; CPA, CEBS, CCP
Industry Banking
Experience
Wells Fargo November 1989 - Present
Wachovia November 1989 - October 2009
Carland and Carland, CPAs May 1989 - September 1989
Skills
Benefits, Compliance, Mergers, 401k, Accounting, Compensation, Executive Compensation, Employee Benefits, Pensions, Benefits Administration, Deferred Compensation, ERISA, Mergers & Acquisitions, Budgets, Defined Benefit, Retirement Planning, Succession Planning, Executive Pay, Management, Human Resources, New Hire Orientations, Employee Engagement, Retirement Plan..., Personnel Management, Project Management, Talent Management, PeopleSoft, Performance Management, HRIS, Vendor Management, Employee Relations, FMLA, Payroll, Incentive Programs, Onboarding, Retirement, Financial Services, COBRA, Defined Contribution, Auditing, Workforce Planning, Talent Acquisition, Insurance
Education
University of North Carolina at Asheville 1985 — 1989
Bachelor of Science, Financial Accounting
Wells Fargo November 1989 - Present
Wachovia November 1989 - October 2009
Carland and Carland, CPAs May 1989 - September 1989
Skills
Benefits, Compliance, Mergers, 401k, Accounting, Compensation, Executive Compensation, Employee Benefits, Pensions, Benefits Administration, Deferred Compensation, ERISA, Mergers & Acquisitions, Budgets, Defined Benefit, Retirement Planning, Succession Planning, Executive Pay, Management, Human Resources, New Hire Orientations, Employee Engagement, Retirement Plan..., Personnel Management, Project Management, Talent Management, PeopleSoft, Performance Management, HRIS, Vendor Management, Employee Relations, FMLA, Payroll, Incentive Programs, Onboarding, Retirement, Financial Services, COBRA, Defined Contribution, Auditing, Workforce Planning, Talent Acquisition, Insurance
Education
University of North Carolina at Asheville 1985 — 1989
Bachelor of Science, Financial Accounting
Kenneth Harris Kenneth Harris's Wachovia Experience July 1990 - March 2008
Job Fiduciary Officer at First Citizens Bank
Industry Banking
Experience
First Citizens Bank March 2008 - Present
Wachovia July 1990 - March 2008
ITT Commercial Finance 1986 - 1990
Skills
Estate Planning, Trust Services, High Net Worth..., Retirement Planning, Financial Services, Management, Investments, Trust Management, Accounting, Wealth Management..., Asset Allocation, IRAs, Financial Planners, Portfolio Management, Investment Advisory, Series 7, Banking, Asset Management, Mutual Funds, Relationship Management, Securities, Fiduciary Management, Wealth Management, Personal Finance, Financial Planning
Education
University of North Carolina at Asheville 1982 — 1986
BS, Business
Ashbrook Senior High School 1980 — 1982
First Citizens Bank March 2008 - Present
Wachovia July 1990 - March 2008
ITT Commercial Finance 1986 - 1990
Skills
Estate Planning, Trust Services, High Net Worth..., Retirement Planning, Financial Services, Management, Investments, Trust Management, Accounting, Wealth Management..., Asset Allocation, IRAs, Financial Planners, Portfolio Management, Investment Advisory, Series 7, Banking, Asset Management, Mutual Funds, Relationship Management, Securities, Fiduciary Management, Wealth Management, Personal Finance, Financial Planning
Education
University of North Carolina at Asheville 1982 — 1986
BS, Business
Ashbrook Senior High School 1980 — 1982
Sarah Gainey Sarah Gainey's Wachovia Experience February 2007 - February 2009
Job Product Developer; Global Product Management at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2012 - Present
Wells Fargo January 2011 - March 2012
Wells Fargo February 2007 - January 2011
Wachovia February 2007 - February 2009
Wachovia 2007 - 2008
Wachovia 2005 - 2007
Skills
Banking, Risk Management, Project Management, Product Development, Environmental Issues, Management, SDLC, Process Improvement, Project Portfolio..., Requirements Gathering, Business Process..., Requirements Analysis, Financial Services, Business Analysis, PMO, Portfolio Management, Vendor Management
Education
University of North Carolina at Chapel Hill 2001 — 2005
BA, Management & Society
Wells Fargo March 2012 - Present
Wells Fargo January 2011 - March 2012
Wells Fargo February 2007 - January 2011
Wachovia February 2007 - February 2009
Wachovia 2007 - 2008
Wachovia 2005 - 2007
Skills
Banking, Risk Management, Project Management, Product Development, Environmental Issues, Management, SDLC, Process Improvement, Project Portfolio..., Requirements Gathering, Business Process..., Requirements Analysis, Financial Services, Business Analysis, PMO, Portfolio Management, Vendor Management
Education
University of North Carolina at Chapel Hill 2001 — 2005
BA, Management & Society
John Stotler's Wachovia Experience November 2005 - July 2007
Job Technology Manager Enterprise Talent Planning & Development Services at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2014 - Present
Wells Fargo July 2007 - May 2014
Wachovia November 2005 - July 2007
Wachovia May 2001 - November 2005
Metro Information Services September 1997 - January 2001
Dominion Virginia Power April 1996 - July 1997
Skills
Relationship Management, Customer Service, Employee Training, Written Communication, Vendor Management, Business Analysis, SDLC, Process Improvement, SharePoint, Risk Management, Financial Services, Project Management, Program Management, Change Management, Disaster Recovery, IT Strategy, Business Process..., Strategic Planning, Management, Integration, Analysis, Leadership, Strategy, Coaching, Microsoft SQL Server
Education
University of North Carolina at Asheville 1991 — 1995
BS, Management
EBL
Wells Fargo May 2014 - Present
Wells Fargo July 2007 - May 2014
Wachovia November 2005 - July 2007
Wachovia May 2001 - November 2005
Metro Information Services September 1997 - January 2001
Dominion Virginia Power April 1996 - July 1997
Skills
Relationship Management, Customer Service, Employee Training, Written Communication, Vendor Management, Business Analysis, SDLC, Process Improvement, SharePoint, Risk Management, Financial Services, Project Management, Program Management, Change Management, Disaster Recovery, IT Strategy, Business Process..., Strategic Planning, Management, Integration, Analysis, Leadership, Strategy, Coaching, Microsoft SQL Server
Education
University of North Carolina at Asheville 1991 — 1995
BS, Management
EBL
Dennis Peterson Dennis Peterson's Wachovia Experience June 2006 - January 2009
Job Sr. Business Systems Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo 2009 - Present
US Navy May 1991 - December 2012
Wachovia June 2006 - January 2009
Wachovia, A Wells Fargo Company 2009 - 2009
Wachovia May 1998 - May 2006
Skills
Process Improvement, SDLC, Visio, Program Management, Risk Management, Business Analysis, Requirements Analysis, Leadership, Vendor Management, Banking, Strategic Planning, Project Management, Analysis, SharePoint, Cross-functional Team..., Quality Assurance, Requirements Gathering, Customer Service, E-business, Software Documentation, MS Project, PMO, Team Leadership, Business Requirements, Business Process..., Microsoft Office, Data Analysis, Systems Analysis, Change Management, Software Project..., Project Planning, Integration
Education
University of Nebraska-Lincoln 1987 — 1991
Bachelor of Science (B.S.), Business Administration
Wells Fargo 2009 - Present
US Navy May 1991 - December 2012
Wachovia June 2006 - January 2009
Wachovia, A Wells Fargo Company 2009 - 2009
Wachovia May 1998 - May 2006
Skills
Process Improvement, SDLC, Visio, Program Management, Risk Management, Business Analysis, Requirements Analysis, Leadership, Vendor Management, Banking, Strategic Planning, Project Management, Analysis, SharePoint, Cross-functional Team..., Quality Assurance, Requirements Gathering, Customer Service, E-business, Software Documentation, MS Project, PMO, Team Leadership, Business Requirements, Business Process..., Microsoft Office, Data Analysis, Systems Analysis, Change Management, Software Project..., Project Planning, Integration
Education
University of Nebraska-Lincoln 1987 — 1991
Bachelor of Science (B.S.), Business Administration
Keith Robillard Keith Robillard's Wachovia Experience September 1998 - October 2008
Job V.P. Retail Credit Review Manager
Industry Financial Services
Experience
TD Bank October 2010 - Present
TD Bank January 2009 - October 2010
Wachovia September 1998 - October 2008
Wachovia May 2003 - May 2006
Wachovia March 2002 - April 2003
Wachovia September 2001 - April 2002
Wachovia January 2001 - September 2001
Wachovia September 1998 - December 2000
Skills
Credit Analysis, Fair Lending, Document Analysis, Underwriting, Credit, Banking, Loans, Mortgage Underwriting, Credit Risk, Mortgage Lending, Mortgage, Risk Management, Financial Analysis
Education
University of New Hampshire 1993 — 1996
Bachelor of Art, Political Science
TD Bank October 2010 - Present
TD Bank January 2009 - October 2010
Wachovia September 1998 - October 2008
Wachovia May 2003 - May 2006
Wachovia March 2002 - April 2003
Wachovia September 2001 - April 2002
Wachovia January 2001 - September 2001
Wachovia September 1998 - December 2000
Skills
Credit Analysis, Fair Lending, Document Analysis, Underwriting, Credit, Banking, Loans, Mortgage Underwriting, Credit Risk, Mortgage Lending, Mortgage, Risk Management, Financial Analysis
Education
University of New Hampshire 1993 — 1996
Bachelor of Art, Political Science
Sharon Ruiz Sharon Ruiz's Wachovia Experience February 2003 - May 2005
Job FRL Risk Assessment Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2011 - Present
Wells Fargo May 2005 - May 2011
Wachovia February 2003 - May 2005
First Union January 2002 - January 2003
First Union January 1999 - January 2002
Skills
Credit, Loans, Risk Management, Financial Risk, Operational Risk..., Risk Assessment, Certified Regulatory..., Enterprise Risk..., Consumer Lending, Mortgage Lending, Banking, Underwriting, Credit Analysis, Credit Risk, Mortgage Banking, Financial Services, Retail Banking, Financial Analysis, Auditing, Commercial Lending
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1995
BSBA, Business Administration
BAI Compliance School
ABA Compliance Training
CBA Live Retail Banking Conference
CRA and Fair Lending Colloquium
Wells Fargo May 2011 - Present
Wells Fargo May 2005 - May 2011
Wachovia February 2003 - May 2005
First Union January 2002 - January 2003
First Union January 1999 - January 2002
Skills
Credit, Loans, Risk Management, Financial Risk, Operational Risk..., Risk Assessment, Certified Regulatory..., Enterprise Risk..., Consumer Lending, Mortgage Lending, Banking, Underwriting, Credit Analysis, Credit Risk, Mortgage Banking, Financial Services, Retail Banking, Financial Analysis, Auditing, Commercial Lending
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1995
BSBA, Business Administration
BAI Compliance School
ABA Compliance Training
CBA Live Retail Banking Conference
CRA and Fair Lending Colloquium
Amy Jaynes, NMLS #729848 Amy Jaynes, NMLS #729848's Wachovia Experience February 1998 - December 2007
Job Senior Mortgage Advisor
Industry Banking
Experience
North Texas Mortgage Girl at Service First Mortgage September 2013 - Present
ViewPoint Mortgage December 2007 - June 2012
Wachovia February 1998 - December 2007
SouthTrust Mortgage February 1998 - December 2007
Skills
USDA, Mortgage Banking, Mortgage Lending, Refinance, VA loans, Loan Origination, Loans, Residential Mortgages, First Time Home Buyers, Credit, Investment Properties, Underwriting, Banking, FHA, Jumbo Mortgages, Super Jumbos, Conventional Mortgages, Sales, Customer Service, Construction Loans, FHA financing, Mortgage Underwriting, Reverse Mortgages, VA Loans, FHA Financing
Education
University of North Carolina at Chapel Hill 1980 — 1993
Economics, Psychology
Walter M Williams High School 1975 — 1978
North Texas Mortgage Girl at Service First Mortgage September 2013 - Present
ViewPoint Mortgage December 2007 - June 2012
Wachovia February 1998 - December 2007
SouthTrust Mortgage February 1998 - December 2007
Skills
USDA, Mortgage Banking, Mortgage Lending, Refinance, VA loans, Loan Origination, Loans, Residential Mortgages, First Time Home Buyers, Credit, Investment Properties, Underwriting, Banking, FHA, Jumbo Mortgages, Super Jumbos, Conventional Mortgages, Sales, Customer Service, Construction Loans, FHA financing, Mortgage Underwriting, Reverse Mortgages, VA Loans, FHA Financing
Education
University of North Carolina at Chapel Hill 1980 — 1993
Economics, Psychology
Walter M Williams High School 1975 — 1978
Dhrubo Sircar Dhrubo Sircar's Wachovia Experience 1995 - 2007
Job President, GPS Services
Industry Real Estate
Experience
Global Planning & Strategy December 2011 - Present
RealFoundations June 2012 - January 2013
Bell Partners Inc. November 2009 - December 2011
UDR, Inc July 2007 - November 2009
Wachovia 1995 - 2007
Royal Insurance Company of America August 1985 - October 1995
Burroughs, Inc. July 1983 - July 1985
Skills
Asset Managment, Project Management, Portfolio Management, Real Estate, Vendor Management, Business Process..., IT Strategy, Management Consulting, Leadership, Financial Analysis, Business Intelligence, Management, Enterprise Software, Asset Management, E-commerce, Social Media Marketing
Education
University of North Carolina at Chapel Hill 1972 — 1974
MS, Physics
Global Planning & Strategy December 2011 - Present
RealFoundations June 2012 - January 2013
Bell Partners Inc. November 2009 - December 2011
UDR, Inc July 2007 - November 2009
Wachovia 1995 - 2007
Royal Insurance Company of America August 1985 - October 1995
Burroughs, Inc. July 1983 - July 1985
Skills
Asset Managment, Project Management, Portfolio Management, Real Estate, Vendor Management, Business Process..., IT Strategy, Management Consulting, Leadership, Financial Analysis, Business Intelligence, Management, Enterprise Software, Asset Management, E-commerce, Social Media Marketing
Education
University of North Carolina at Chapel Hill 1972 — 1974
MS, Physics
Lynn (Sizemore) Blocher Lynn (Sizemore) Blocher's Wachovia Experience June 2000 - March 2004
Job Chief Household Engineer
Industry Investment Management
Experience
Blocher Enterprises August 2010 - Present
Smith Breeden Associates, Inc. March 2010 - August 2010
Smith Breeden Associates August 2007 - March 2010
Evergreen Investments March 2004 - July 2007
Wachovia June 2000 - March 2004
Skills
Portfolio Management, Fixed Income, Due Diligence
Education
University of North Carolina at Chapel Hill 1996 — 2000
BSBA, Business, French
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 2000
BSBA, Business, French
Blocher Enterprises August 2010 - Present
Smith Breeden Associates, Inc. March 2010 - August 2010
Smith Breeden Associates August 2007 - March 2010
Evergreen Investments March 2004 - July 2007
Wachovia June 2000 - March 2004
Skills
Portfolio Management, Fixed Income, Due Diligence
Education
University of North Carolina at Chapel Hill 1996 — 2000
BSBA, Business, French
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 2000
BSBA, Business, French
Lawson Caldwell Lawson Caldwell's Wachovia Experience June 2006 - February 2008
Job Experienced Corporate Software Trainer
Industry Professional Training & Coaching
Experience
The Salvation Army October 2014 - January 2015
OpenRoad Coffee August 2013 - September 2013
Belegrave Associates November 2012 - June 2013
Wells Fargo June 2010 - October 2011
Wachovia June 2006 - February 2008
Wachovia February 2005 - May 2006
US LEC (Now Windstream) May 2000 - February 2004
Columbine JDS 1991 - 1997
Professional Playwright 1900 - 1900
Skills
Sales, Marketing, Process Improvement, Customer Service, Newsletters, Training, Management, Human Resources, Budgets, Needs Analysis, Customer Satisfaction, Banking, Employee Benefits, Coaching, Workshop Facilitation, Theatre, Acting
Education
University of North Carolina at Charlotte 2011 — 2011
Continuing Education - 56 Hour Learning & Development Course, Learning & Development
University of South Carolina-Columbia
MA, Speech and Theatre
University of North Carolina at Chapel Hill
BA, Radio, Television and Motion Pictures
The Salvation Army October 2014 - January 2015
OpenRoad Coffee August 2013 - September 2013
Belegrave Associates November 2012 - June 2013
Wells Fargo June 2010 - October 2011
Wachovia June 2006 - February 2008
Wachovia February 2005 - May 2006
US LEC (Now Windstream) May 2000 - February 2004
Columbine JDS 1991 - 1997
Professional Playwright 1900 - 1900
Skills
Sales, Marketing, Process Improvement, Customer Service, Newsletters, Training, Management, Human Resources, Budgets, Needs Analysis, Customer Satisfaction, Banking, Employee Benefits, Coaching, Workshop Facilitation, Theatre, Acting
Education
University of North Carolina at Charlotte 2011 — 2011
Continuing Education - 56 Hour Learning & Development Course, Learning & Development
University of South Carolina-Columbia
MA, Speech and Theatre
University of North Carolina at Chapel Hill
BA, Radio, Television and Motion Pictures
Lynn Moore, PMP Lynn Moore, PMP's Wachovia Experience January 2002 - April 2007
Job Product Manager Online Sales and Service Public Site Optimization and Global at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2013 - Present
Bank of America June 2012 - October 2013
Wachovia/Wells Fargo February 2010 - March 2012
Visa September 2008 - November 2009
Wachovia Bank April 2007 - March 2008
Wachovia January 2002 - April 2007
Skills
Direct Marketing, Marketing Communications, Strategy, Product Marketing, Marketing, Digital Marketing, Integrated Marketing, Leadership, Management, Training, Strategic Planning, Brand Management, Marketing Strategy, Sales, Advertising, E-commerce
Education
University of North Carolina at Chapel Hill 1985 — 1989
BS, Business Administration
Wells Fargo November 2013 - Present
Bank of America June 2012 - October 2013
Wachovia/Wells Fargo February 2010 - March 2012
Visa September 2008 - November 2009
Wachovia Bank April 2007 - March 2008
Wachovia January 2002 - April 2007
Skills
Direct Marketing, Marketing Communications, Strategy, Product Marketing, Marketing, Digital Marketing, Integrated Marketing, Leadership, Management, Training, Strategic Planning, Brand Management, Marketing Strategy, Sales, Advertising, E-commerce
Education
University of North Carolina at Chapel Hill 1985 — 1989
BS, Business Administration
Connie Johnston Connie Johnston's Wachovia Experience 1998 - 2001
Job Experienced Higher Education Professional, Counselor, Public Speaker
Industry Higher Education
Experience
Central Piedmont Community College July 2003 - Present
UNCG August 2002 - May 2003
CFNC Resource Center August 2001 - May 2003
Wachovia 1998 - 2001
Skills
Training, Leadership, Career Development, Student Development, Staff Development, Career Counseling, Talent Management, Community Outreach, Higher Education, Psychotherapy, Curriculum Development, Leadership Development, Public Speaking, Program Development, Resume Writing, Adult Education, Student Affairs, Job Search Strategies, Instructional Design, Recruiting, Teaching, Human Resources, Strong Interest..., MBTI, Admissions, Curriculum Design, Distance Learning, Academic Advising
Education
University of North Carolina at Charlotte 2005 — 2010
Ed.D., Educational Leadership
University of North Carolina at Greensboro 2001 — 2003
MS, Counseling
University of North Carolina at Chapel Hill 1994 — 1998
BA, English
Central Piedmont Community College July 2003 - Present
UNCG August 2002 - May 2003
CFNC Resource Center August 2001 - May 2003
Wachovia 1998 - 2001
Skills
Training, Leadership, Career Development, Student Development, Staff Development, Career Counseling, Talent Management, Community Outreach, Higher Education, Psychotherapy, Curriculum Development, Leadership Development, Public Speaking, Program Development, Resume Writing, Adult Education, Student Affairs, Job Search Strategies, Instructional Design, Recruiting, Teaching, Human Resources, Strong Interest..., MBTI, Admissions, Curriculum Design, Distance Learning, Academic Advising
Education
University of North Carolina at Charlotte 2005 — 2010
Ed.D., Educational Leadership
University of North Carolina at Greensboro 2001 — 2003
MS, Counseling
University of North Carolina at Chapel Hill 1994 — 1998
BA, English
Velvet Singer Velvet Singer's Wachovia Experience July 1988 - July 1997
Job Business Manager at Antaean Solutions, LLC
Industry Financial Services
Experience
Antaean Solutions, LLC April 2005 - Present
Bank of Oak Ridge September 2002 - July 2004
Wachovia July 1988 - July 1997
Skills
Retail Banking, Banking, Financial Services, Financial Analysis, Relationship Management, Loans, Credit, Vendor Management, Credit Risk, Mortgage Lending, Loan Origination, Management, CRM
Education
University of North Carolina at Chapel Hill 1984 — 1988
BA, Economics and Industrial Relations
Antaean Solutions, LLC April 2005 - Present
Bank of Oak Ridge September 2002 - July 2004
Wachovia July 1988 - July 1997
Skills
Retail Banking, Banking, Financial Services, Financial Analysis, Relationship Management, Loans, Credit, Vendor Management, Credit Risk, Mortgage Lending, Loan Origination, Management, CRM
Education
University of North Carolina at Chapel Hill 1984 — 1988
BA, Economics and Industrial Relations
Jeremy Canipe Jeremy Canipe's Wachovia Experience May 2000 - May 2001
Job Solutions Oriented Business Attorney
Industry Legal Services
Experience
UNC Charlotte January 2015 - Present
The Canipe Law Firm, PLLC September 2013 - Present
Hedrick, Gardner, Kincheloe & Garofalo, LLP September 2002 - August 2013
Austin & Rogers, P.A. September 2001 - May 2002
McNair Law Firm May 2001 - August 2001
Wachovia May 2000 - May 2001
Catawa County Historical Association May 1996 - August 1998
High Point University 1997 - 1997
Skills
Litigation, Contract Negotiation, Commerical Litigation, Business Launch, Corporate Law, Mergers, Real Estate, Mergers & Acquisitions, Personal Injury..., Business Litigation, Dispute Resolution, Mediation, Negotiation, Arbitration, Product Liability, Wills, Legal Writing, Legal Issues, Legal Advice, Civil Litigation, Legal Research, Employment Law, Trials, Personal Injury, Commercial Litigation
Education
University of South Carolina School of Law 1999 — 2002
JD, Law
Wake Forest University 1995 — 1997
MA, US History; African-American History: Slavery in World History
University of North Carolina at Chapel Hill 1990 — 1994
BA, European History; American History; History of Science and Medicine; History of Western Thought
Bandys High School 1986 — 1990
UNC Charlotte January 2015 - Present
The Canipe Law Firm, PLLC September 2013 - Present
Hedrick, Gardner, Kincheloe & Garofalo, LLP September 2002 - August 2013
Austin & Rogers, P.A. September 2001 - May 2002
McNair Law Firm May 2001 - August 2001
Wachovia May 2000 - May 2001
Catawa County Historical Association May 1996 - August 1998
High Point University 1997 - 1997
Skills
Litigation, Contract Negotiation, Commerical Litigation, Business Launch, Corporate Law, Mergers, Real Estate, Mergers & Acquisitions, Personal Injury..., Business Litigation, Dispute Resolution, Mediation, Negotiation, Arbitration, Product Liability, Wills, Legal Writing, Legal Issues, Legal Advice, Civil Litigation, Legal Research, Employment Law, Trials, Personal Injury, Commercial Litigation
Education
University of South Carolina School of Law 1999 — 2002
JD, Law
Wake Forest University 1995 — 1997
MA, US History; African-American History: Slavery in World History
University of North Carolina at Chapel Hill 1990 — 1994
BA, European History; American History; History of Science and Medicine; History of Western Thought
Bandys High School 1986 — 1990
Seth Downing Seth Downing's Wachovia Experience November 2003 - May 2005
Job Senior Industrial Channel Marketing Manager at Apex Tool Group, LLC
Industry Marketing and Advertising
Experience
Apex Tool Group, LLC August 2015 - Present
Apex Tool Group, LLC August 2014 - Present
Sunex Tools June 2013 - August 2014
Techtronics Industries April 2012 - May 2013
Techtronics Industries March 2011 - April 2012
Techtronics Industries January 2010 - March 2011
Azimuth Psychotherapy November 2005 - December 2009
Ameriprise Financial June 2007 - June 2009
Wachovia November 2003 - May 2005
Skills
Managing Employees, Customer Relations, Scheduling, Administration, Training & Development, Recruitment/Retention, Interviewing, Microsoft Office, Office Management, Customer Service, Employee Training, Sales, Management, Recruiting, Selling, Process Scheduler, Sales Operations, Training, Retail, Interviews, Marketing, Channel Program...
Education
University of Nebraska-Lincoln 2006 — 2009
BS, Business Administration, 3.25 GPA
Apex Tool Group, LLC August 2015 - Present
Apex Tool Group, LLC August 2014 - Present
Sunex Tools June 2013 - August 2014
Techtronics Industries April 2012 - May 2013
Techtronics Industries March 2011 - April 2012
Techtronics Industries January 2010 - March 2011
Azimuth Psychotherapy November 2005 - December 2009
Ameriprise Financial June 2007 - June 2009
Wachovia November 2003 - May 2005
Skills
Managing Employees, Customer Relations, Scheduling, Administration, Training & Development, Recruitment/Retention, Interviewing, Microsoft Office, Office Management, Customer Service, Employee Training, Sales, Management, Recruiting, Selling, Process Scheduler, Sales Operations, Training, Retail, Interviews, Marketing, Channel Program...
Education
University of Nebraska-Lincoln 2006 — 2009
BS, Business Administration, 3.25 GPA
Hong Bloom's Wachovia Experience June 2005 - August 2005
Job VP/Marketing Manager at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase August 2013 - February 2015
JPMorgan Chase June 2012 - August 2012
Wells Fargo January 2010 - August 2011
Wachovia, A Wells Fargo Company May 2006 - December 2009
Wachovia June 2005 - August 2005
The North Highland Company March 2005 - June 2005
Duke Energy June 2004 - August 2004
Skills
CRM, Process Improvement, Project Management, Data Analysis, SharePoint, Management, Business Analysis, Agile Methodologies, Cross-functional Team..., Marketing, Agile Project Management, User-centered Design, Strategy, Analytics, Strategic Planning, Product Management, SDLC, User Experience, Business Process..., Software Project..., Leadership Development, IT Strategy, Consulting, Financial Modeling
Education
University of Virginia Darden School of Business 2011 — 2013
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2005 — 2009
B.S. Computer Science
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase August 2013 - February 2015
JPMorgan Chase June 2012 - August 2012
Wells Fargo January 2010 - August 2011
Wachovia, A Wells Fargo Company May 2006 - December 2009
Wachovia June 2005 - August 2005
The North Highland Company March 2005 - June 2005
Duke Energy June 2004 - August 2004
Skills
CRM, Process Improvement, Project Management, Data Analysis, SharePoint, Management, Business Analysis, Agile Methodologies, Cross-functional Team..., Marketing, Agile Project Management, User-centered Design, Strategy, Analytics, Strategic Planning, Product Management, SDLC, User Experience, Business Process..., Software Project..., Leadership Development, IT Strategy, Consulting, Financial Modeling
Education
University of Virginia Darden School of Business 2011 — 2013
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2005 — 2009
B.S. Computer Science
Stacey Marrs Fisher Stacey Marrs Fisher's Wachovia Experience November 2005 - November 2006
Job CEO of Queen City Petsitting Productions
Industry Consumer Services
Experience
Queen City Petsitting - Atlanta August 2012 - Present
Queen City Petsitting - Raleigh June 2011 - Present
Queen City Petsitting July 2009 - Present
Wells Fargo September 2008 - July 2009
BANK OF AMERICA November 2006 - August 2008
WACHOVIA November 2005 - November 2006
Skills
Financial Analysis, Banking, Loans, Marketing, Risk Management, Investments, Credit, Finance, Customer Service, Real Estate, Due Diligence, Sales, Portfolio Management, Microsoft Excel, Social Media, Strategic Planning, Project Management, Asset Managment, Microsoft Office, Underwriting, Access, New Business Development, Budgets, Time Management, Asset Management, Negotiation, Market Research, Analysis, Small Business
Education
University of North Carolina at Chapel Hill
Bachelor's degree, Advertising
Queen City Petsitting - Atlanta August 2012 - Present
Queen City Petsitting - Raleigh June 2011 - Present
Queen City Petsitting July 2009 - Present
Wells Fargo September 2008 - July 2009
BANK OF AMERICA November 2006 - August 2008
WACHOVIA November 2005 - November 2006
Skills
Financial Analysis, Banking, Loans, Marketing, Risk Management, Investments, Credit, Finance, Customer Service, Real Estate, Due Diligence, Sales, Portfolio Management, Microsoft Excel, Social Media, Strategic Planning, Project Management, Asset Managment, Microsoft Office, Underwriting, Access, New Business Development, Budgets, Time Management, Asset Management, Negotiation, Market Research, Analysis, Small Business
Education
University of North Carolina at Chapel Hill
Bachelor's degree, Advertising
Jon-Breck Sampson Jon-Breck Sampson's Wachovia Experience August 2005 - June 2006
Job Exclusive Agent at Horace Mann
Industry Marketing and Advertising
Experience
Horace Mann April 2013 - Present
Time Warner Cable Business Class November 2011 - February 2013
Dex One October 2010 - December 2011
Dunhill Professional Search August 2010 - October 2010
Verizon Wireless January 2009 - August 2010
Apartment Services and Painting (ASAP) June 2005 - August 2008
Wachovia August 2005 - June 2006
Dun & Bradstreet March 2005 - August 2005
USA Team Handball May 2000 - August 2005
Wachovia Mortgage Corporation August 2004 - May 2005
Skills
Sales, New Business Development, Cold Calling, Customer Service, Leadership, Management, Training, Customer Satisfaction, Start-ups, Advertising, Public Speaking, Call Centers, Time Management
Education
University of North Carolina at Chapel Hill 1995 — 1999
Exercise Science, Exercise
University of North Carolina at
Exercise and Sport Science
Horace Mann April 2013 - Present
Time Warner Cable Business Class November 2011 - February 2013
Dex One October 2010 - December 2011
Dunhill Professional Search August 2010 - October 2010
Verizon Wireless January 2009 - August 2010
Apartment Services and Painting (ASAP) June 2005 - August 2008
Wachovia August 2005 - June 2006
Dun & Bradstreet March 2005 - August 2005
USA Team Handball May 2000 - August 2005
Wachovia Mortgage Corporation August 2004 - May 2005
Skills
Sales, New Business Development, Cold Calling, Customer Service, Leadership, Management, Training, Customer Satisfaction, Start-ups, Advertising, Public Speaking, Call Centers, Time Management
Education
University of North Carolina at Chapel Hill 1995 — 1999
Exercise Science, Exercise
University of North Carolina at
Exercise and Sport Science
Chris Baucom, PMP, CSM Chris Baucom, PMP, CSM's Wachovia Experience March 1995 - July 2003
Job Business Systems Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2012 - September 2012
Actively Seeking August 2011 - April 2012
Wells Fargo July 2003 - August 2011
Wachovia March 1995 - July 2003
Wachovia September 1988 - March 1995
Electronic Data Systems June 1983 - August 1988
Skills
Portfolio Management, SDLC, Vendor Management, Service Delivery, Business Analysis, Systems Analysis, ITIL, Software Project..., Program Management, Process Improvement, CMMI, Process Management, Risk Management, Change Management, PMP, Waterfall, Agile Project Management, Scrum, PMO, Integration, Business Process, Business Intelligence, Requirements Gathering, Software Development, Project Management, Business Requirements, Requirements Analysis, Management, Leadership, IT Service Management, Enterprise Software, Agile Methodologies, Enterprise Architecture, IT Strategy, Business Process..., IT Management, Resource Management, Banking, Databases, Disaster Recovery, Project Delivery, Project Portfolio..., SOA, Software Documentation, Team Leadership
Education
University of North Carolina at Chapel Hill 1976 — 1983
B.A;, Mathematics
University of North Carolina at Chapel Hill
BA, Mathematics
Wells Fargo April 2012 - September 2012
Actively Seeking August 2011 - April 2012
Wells Fargo July 2003 - August 2011
Wachovia March 1995 - July 2003
Wachovia September 1988 - March 1995
Electronic Data Systems June 1983 - August 1988
Skills
Portfolio Management, SDLC, Vendor Management, Service Delivery, Business Analysis, Systems Analysis, ITIL, Software Project..., Program Management, Process Improvement, CMMI, Process Management, Risk Management, Change Management, PMP, Waterfall, Agile Project Management, Scrum, PMO, Integration, Business Process, Business Intelligence, Requirements Gathering, Software Development, Project Management, Business Requirements, Requirements Analysis, Management, Leadership, IT Service Management, Enterprise Software, Agile Methodologies, Enterprise Architecture, IT Strategy, Business Process..., IT Management, Resource Management, Banking, Databases, Disaster Recovery, Project Delivery, Project Portfolio..., SOA, Software Documentation, Team Leadership
Education
University of North Carolina at Chapel Hill 1976 — 1983
B.A;, Mathematics
University of North Carolina at Chapel Hill
BA, Mathematics
Scott Ladner Scott Ladner's Wachovia Experience May 2004 - March 2005
Job MD, Head of Quantitative & Alternative Strategies, Horizon Investments
Industry Financial Services
Experience
Horizon Investments January 2010 - Present
Principal Guard, LLC January 2006 - Present
Charlotte Global Advisors March 2006 - December 2009
Peak6 May 2005 - March 2006
Wachovia May 2004 - March 2005
First Union June 1998 - February 2004
Skills
Portfolio Management, Fixed Income, Options, Equities, Mutual Funds, Investments, Equity Derivatives, Asset Management, Bonds, ETFs, Investment Management
Education
University of North Carolina at Chapel Hill 1994 — 1998
BA, Economics, Russian Lang/Lit
Horizon Investments January 2010 - Present
Principal Guard, LLC January 2006 - Present
Charlotte Global Advisors March 2006 - December 2009
Peak6 May 2005 - March 2006
Wachovia May 2004 - March 2005
First Union June 1998 - February 2004
Skills
Portfolio Management, Fixed Income, Options, Equities, Mutual Funds, Investments, Equity Derivatives, Asset Management, Bonds, ETFs, Investment Management
Education
University of North Carolina at Chapel Hill 1994 — 1998
BA, Economics, Russian Lang/Lit
Niko Paliouras's Wachovia Experience June 1994 - January 1999
Job Vice President at Situs
Industry Real Estate
Experience
Situs June 2015 - Present
Hudson Realty Capital October 2009 - May 2015
Gramercy Capital Corp March 2009 - May 2015
RBC Capital Advisors April 2006 - September 2008
Pacific Life March 2004 - April 2006
Paliouras Enterprises, LLC May 2000 - April 2004
RBC Centura February 1999 - May 2000
Wachovia June 1994 - January 1999
Skills
Debt, Loan Origination, Commercial Real Estate, Asset Managment, CMBS, Valuation, Real Estate, Real Estate Economics, Financial Modeling, Loans, Real Estate Financing, Investments, Portfolio Management, Mezzanine, Structured Finance, Commercial Mortgages, Underwriting, Due Diligence, Finance, Mergers & Acquisitions, Asset Management
Education
University of North Carolina at Chapel Hill
BS, Business Administration
Situs June 2015 - Present
Hudson Realty Capital October 2009 - May 2015
Gramercy Capital Corp March 2009 - May 2015
RBC Capital Advisors April 2006 - September 2008
Pacific Life March 2004 - April 2006
Paliouras Enterprises, LLC May 2000 - April 2004
RBC Centura February 1999 - May 2000
Wachovia June 1994 - January 1999
Skills
Debt, Loan Origination, Commercial Real Estate, Asset Managment, CMBS, Valuation, Real Estate, Real Estate Economics, Financial Modeling, Loans, Real Estate Financing, Investments, Portfolio Management, Mezzanine, Structured Finance, Commercial Mortgages, Underwriting, Due Diligence, Finance, Mergers & Acquisitions, Asset Management
Education
University of North Carolina at Chapel Hill
BS, Business Administration
Lee Ann Daniels, SPHR, SHRM-SCP's Wachovia Experience August 2000 - December 2003
Job Sr. HR Manager at O'Neal Steel
Industry Human Resources
Experience
O'Neal Steel August 2013 - Present
Alabama Power, a Southern Company company April 2012 - August 2013
Southern Nuclear, A Southern Company company October 2009 - March 2012
Wells Fargo Home Mortgage April 2009 - September 2009
Blankenship and Seay Consulting Group October 2008 - December 2008
Wachovia Bank January 2004 - September 2008
Wachovia August 2000 - December 2003
Premier Systems Integrators March 2000 - August 2000
Robert Half International October 1998 - December 1999
Hutchens & Senter, Attorneys at Law 1990 - 1997
Skills
Performance Management, Organizational..., Coaching, Gap Analysis, Recruiting, Talent Management, Employee Relations, Talent Acquisition, Succession Planning, Workforce Planning, Leadership Development, Onboarding, Applicant Tracking..., Human Resources, Change Management, Interviews, Training
Education
Methodist University, Fayetteville, NC 1990 — 1993
B.S., Business Administration
University of Nebraska-Lincoln 1988 — 2000
Business Administration and Management, General
O'Neal Steel August 2013 - Present
Alabama Power, a Southern Company company April 2012 - August 2013
Southern Nuclear, A Southern Company company October 2009 - March 2012
Wells Fargo Home Mortgage April 2009 - September 2009
Blankenship and Seay Consulting Group October 2008 - December 2008
Wachovia Bank January 2004 - September 2008
Wachovia August 2000 - December 2003
Premier Systems Integrators March 2000 - August 2000
Robert Half International October 1998 - December 1999
Hutchens & Senter, Attorneys at Law 1990 - 1997
Skills
Performance Management, Organizational..., Coaching, Gap Analysis, Recruiting, Talent Management, Employee Relations, Talent Acquisition, Succession Planning, Workforce Planning, Leadership Development, Onboarding, Applicant Tracking..., Human Resources, Change Management, Interviews, Training
Education
Methodist University, Fayetteville, NC 1990 — 1993
B.S., Business Administration
University of Nebraska-Lincoln 1988 — 2000
Business Administration and Management, General
Mandy Ritter Mandy Ritter's Wachovia Experience August 2005 - December 2007
Job Channel Development Advisor at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management June 2013 - Present
PNC July 2012 - June 2013
PNC August 2009 - July 2012
Bank of America December 2007 - April 2009
Wachovia August 2005 - December 2007
Wachovia June 2003 - August 2005
Skills
Banking, Retail Banking, Credit, Management, Credit Analysis, Mortgage Lending, Finance, Interpersonal..., Financial Planning
Education
University of North Carolina at Chapel Hill 1999 — 2003
Bachelor of Arts (BA), English Language and Literature, General
PNC Wealth Management June 2013 - Present
PNC July 2012 - June 2013
PNC August 2009 - July 2012
Bank of America December 2007 - April 2009
Wachovia August 2005 - December 2007
Wachovia June 2003 - August 2005
Skills
Banking, Retail Banking, Credit, Management, Credit Analysis, Mortgage Lending, Finance, Interpersonal..., Financial Planning
Education
University of North Carolina at Chapel Hill 1999 — 2003
Bachelor of Arts (BA), English Language and Literature, General
Alyson Vaughan's Wachovia Experience July 2008 - June 2009
Job Marketing Database Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo Wealth Management 2009 - Present
Wachovia July 2008 - June 2009
Wachovia November 2005 - July 2008
Wachovia June 2004 - November 2005
Skills
PowerPoint, Marketing, Banking, Analysis, Strategic Planning, Program Management, Team Building, Financial Analysis, Customer Analysis, Leadership, Segmentation
Education
University of North Carolina at Chapel Hill 2000 — 2004
BSBA, Marketing
Wells Fargo Wealth Management 2009 - Present
Wachovia July 2008 - June 2009
Wachovia November 2005 - July 2008
Wachovia June 2004 - November 2005
Skills
PowerPoint, Marketing, Banking, Analysis, Strategic Planning, Program Management, Team Building, Financial Analysis, Customer Analysis, Leadership, Segmentation
Education
University of North Carolina at Chapel Hill 2000 — 2004
BSBA, Marketing
Coleman Greene Coleman Greene's Wachovia Experience November 2004 - May 2006
Job cofounder | ceo at Sqord, Inc.
Industry Internet
Experience
Sqord, Inc. June 2011 - Present
TechStars June 2013 - September 2013
Dore Duds January 2008 - February 2013
Parish Capital Advisors January 2010 - December 2010
Linden Thomas and Company June 2006 - January 2009
Wachovia November 2004 - May 2006
Skills
Strategic Leadership, Strategic Alliances, Start-ups, Customer Acquisition, Entrepreneurship, Venture Capital, New Business Development, Corporate Development, Mergers & Acquisitions, E-commerce, Private Equity, Management, Strategic Partnerships, Investments, Leadership
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA
Vanderbilt University 2000 — 2004
BS
Sqord, Inc. June 2011 - Present
TechStars June 2013 - September 2013
Dore Duds January 2008 - February 2013
Parish Capital Advisors January 2010 - December 2010
Linden Thomas and Company June 2006 - January 2009
Wachovia November 2004 - May 2006
Skills
Strategic Leadership, Strategic Alliances, Start-ups, Customer Acquisition, Entrepreneurship, Venture Capital, New Business Development, Corporate Development, Mergers & Acquisitions, E-commerce, Private Equity, Management, Strategic Partnerships, Investments, Leadership
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA
Vanderbilt University 2000 — 2004
BS
Britton Core Britton Core's Wachovia Experience 2001 - 2008
Job SVP, Corporate Banking, Florida East
Industry Banking
Experience
PNC September 2013 - Present
PNC May 2008 - September 2013
Wachovia 2001 - 2008
First Union National Bank May 1997 - 2001
Education
University of South Florida 2001 — 2005
MBA, Finance, International, Management
University of North Carolina at Chapel Hill 1991 — 1995
BA, History/Geography
Landon School 1983 — 1991
HS, General
PNC September 2013 - Present
PNC May 2008 - September 2013
Wachovia 2001 - 2008
First Union National Bank May 1997 - 2001
Education
University of South Florida 2001 — 2005
MBA, Finance, International, Management
University of North Carolina at Chapel Hill 1991 — 1995
BA, History/Geography
Landon School 1983 — 1991
HS, General
Reid Parks Reid Parks's Wachovia Experience July 2000 - June 2003
Job Portfolio Manager at Bank of America
Industry Financial Services
Experience
Bank of America June 2010 - Present
Bank of America May 2006 - March 2011
Exervio Consulting January 2005 - May 2006
Bank of America July 2003 - November 2004
Wachovia July 2000 - June 2003
S1 Corporation, Inc July 1999 - July 2000
Bank of America August 1998 - July 1999
Bank of America March 1997 - August 1998
Skills
Portfolio Financial..., Financial Forecasting, Financial Reporting, Resource Planning, Project Management, Banking, Management, Change Management, Business Analysis, Financial Services, Risk Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1994
BS, Business Administration
Bank of America June 2010 - Present
Bank of America May 2006 - March 2011
Exervio Consulting January 2005 - May 2006
Bank of America July 2003 - November 2004
Wachovia July 2000 - June 2003
S1 Corporation, Inc July 1999 - July 2000
Bank of America August 1998 - July 1999
Bank of America March 1997 - August 1998
Skills
Portfolio Financial..., Financial Forecasting, Financial Reporting, Resource Planning, Project Management, Banking, Management, Change Management, Business Analysis, Financial Services, Risk Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1994
BS, Business Administration
Marie Freeze Marie Freeze's Wachovia Experience June 2005 - May 2009
Job VP PMP Project Manager
Industry Banking
Experience
Wells Fargo 2008 - Present
Wachovia June 2005 - May 2009
Wachovia Bank April 2002 - June 2005
Wachovia Bank March 2000 - March 2002
Wachovia August 1996 - March 2000
Skills
Business Process, Program Management, Document Management, Process Improvement, Integration, PMP, MS Project, SDLC, Project Management, Business Analysis, Management, Leadership, PMO, Software Project..., Enterprise Architecture, IT Management, Project Delivery, Project Planning
Education
University of North Carolina at Greensboro 1989 — 1993
MBA, Business
University of North Carolina at Chapel Hill 1983 — 1987
Wells Fargo 2008 - Present
Wachovia June 2005 - May 2009
Wachovia Bank April 2002 - June 2005
Wachovia Bank March 2000 - March 2002
Wachovia August 1996 - March 2000
Skills
Business Process, Program Management, Document Management, Process Improvement, Integration, PMP, MS Project, SDLC, Project Management, Business Analysis, Management, Leadership, PMO, Software Project..., Enterprise Architecture, IT Management, Project Delivery, Project Planning
Education
University of North Carolina at Greensboro 1989 — 1993
MBA, Business
University of North Carolina at Chapel Hill 1983 — 1987
Charles Million's Wachovia Experience March 1998 - November 2008
Job Principal at mc2 consulting
Industry Marketing and Advertising
Experience
mc2 consulting March 2009 - Present
Wachovia March 1998 - November 2008
Synergy Partners, Inc. March 1997 - March 1998
Bank of America March 1995 - March 1997
Skills
Business Strategy, Business Planning, New Business Development, Problem Solving, Marketing Strategy, Strategy Development, Internal Communications, Sales Management, Strategic Planning, Strategy, Marketing, Treasury Management, Budgets, Management, Mergers & Acquisitions, Public Relations, Product Development, Leadership, Change Management, Banking, Marketing Communications, Cross-functional Team..., Project Management, Cash Management, Telecommunications, Financial Analysis, Product Management, Team Building, Business Development, Risk Management, Program Management, Start-ups, Competitive Analysis, Strategic Partnerships, Management Consulting, Vendor Management, Business Process..., Financial Services, CRM, Portfolio Management, Business Analysis, Analytics, Forecasting, Sales, Relationship Management, Public Speaking
Education
Patterson School of Diplomacy and International Commerce
M.A., International Commerce
University of North Carolina at Chapel Hill
B.A., Economics
mc2 consulting March 2009 - Present
Wachovia March 1998 - November 2008
Synergy Partners, Inc. March 1997 - March 1998
Bank of America March 1995 - March 1997
Skills
Business Strategy, Business Planning, New Business Development, Problem Solving, Marketing Strategy, Strategy Development, Internal Communications, Sales Management, Strategic Planning, Strategy, Marketing, Treasury Management, Budgets, Management, Mergers & Acquisitions, Public Relations, Product Development, Leadership, Change Management, Banking, Marketing Communications, Cross-functional Team..., Project Management, Cash Management, Telecommunications, Financial Analysis, Product Management, Team Building, Business Development, Risk Management, Program Management, Start-ups, Competitive Analysis, Strategic Partnerships, Management Consulting, Vendor Management, Business Process..., Financial Services, CRM, Portfolio Management, Business Analysis, Analytics, Forecasting, Sales, Relationship Management, Public Speaking
Education
Patterson School of Diplomacy and International Commerce
M.A., International Commerce
University of North Carolina at Chapel Hill
B.A., Economics
Amanda (Caudle) Shellenbarger's Wachovia Experience 1997 - 1999
Job Authorized Disney Vacation Planner at MickeyTravels, LLC
Industry Financial Services
Experience
MickeyTravels, LLC January 2013 - Present
LendingTree LLC 2006 - 2008
LendingTree LLC 2005 - 2006
LendingTree LLC 2002 - 2005
LendingTree LLC 1999 - 2002
wachovia 1997 - 1999
Skills
Leadership, Business Development, Mortgage Lending, CRM, E-commerce, Financial Services, Process Improvement, Product Management, Management, Banking, Strategy, Loans, Relationship Management, New Business Development, Mortgage Banking, Strategic Planning, Business Process..., Risk Management, Team Building, Public Relations, Marketing Strategy, Communication, Strategic Communications
Education
University of North Carolina at Chapel Hill 1993 — 1997
Bachelor of Arts, Economics
MickeyTravels, LLC January 2013 - Present
LendingTree LLC 2006 - 2008
LendingTree LLC 2005 - 2006
LendingTree LLC 2002 - 2005
LendingTree LLC 1999 - 2002
wachovia 1997 - 1999
Skills
Leadership, Business Development, Mortgage Lending, CRM, E-commerce, Financial Services, Process Improvement, Product Management, Management, Banking, Strategy, Loans, Relationship Management, New Business Development, Mortgage Banking, Strategic Planning, Business Process..., Risk Management, Team Building, Public Relations, Marketing Strategy, Communication, Strategic Communications
Education
University of North Carolina at Chapel Hill 1993 — 1997
Bachelor of Arts, Economics
John Navien; CLU, ChFC, CASL John Navien; CLU, ChFC, CASL's Wachovia Experience 2003 - 2004
Job Financial Advisor
Industry Financial Services
Experience
Baystate Financial / MetLife October 2014 - Present
Northwestern Mutual 2005 - September 2014
The DeStefano Group 2004 - 2005
Wachovia 2003 - 2004
Skills
Series 7, Mutual Funds, Series 63, Investments, Asset Allocation, Strategic Financial..., Retirement Planning, Asset Management, Customer Service, Securities, Alternative Investments, Retirement, Equities
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2000 — 2004
Baystate Financial / MetLife October 2014 - Present
Northwestern Mutual 2005 - September 2014
The DeStefano Group 2004 - 2005
Wachovia 2003 - 2004
Skills
Series 7, Mutual Funds, Series 63, Investments, Asset Allocation, Strategic Financial..., Retirement Planning, Asset Management, Customer Service, Securities, Alternative Investments, Retirement, Equities
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2000 — 2004
Jeff Morton's Wachovia Experience August 2007 - November 2007
Job Senior Compliance Analyst at MetLife
Industry Financial Services
Experience
MetLife March 2015 - Present
Citi August 2012 - March 2015
LPL Financial March 2014 - May 2014
LPL Financial October 2011 - August 2012
LPL Financial December 2010 - October 2011
LPL Financial August 2009 - December 2010
LPL Financial December 2007 - August 2009
Wachovia August 2007 - November 2007
EquiFirst Corporation June 2006 - August 2007
EquiFirst Corporation March 2006 - May 2006
Skills
Investments, Equities, Series 7, Mutual Funds, Trading, Trading Systems, Analysis, Loans, Management, Financial Advisory, Training, FINRA, Due Diligence, Securities, Finance, Financial Risk, Banking, Risk Management, Financial Services
Education
University of North Carolina at Chapel Hill 1998 — 2002
Bachelor of Arts, Journalism & Mass Communication/Advertising
MetLife March 2015 - Present
Citi August 2012 - March 2015
LPL Financial March 2014 - May 2014
LPL Financial October 2011 - August 2012
LPL Financial December 2010 - October 2011
LPL Financial August 2009 - December 2010
LPL Financial December 2007 - August 2009
Wachovia August 2007 - November 2007
EquiFirst Corporation June 2006 - August 2007
EquiFirst Corporation March 2006 - May 2006
Skills
Investments, Equities, Series 7, Mutual Funds, Trading, Trading Systems, Analysis, Loans, Management, Financial Advisory, Training, FINRA, Due Diligence, Securities, Finance, Financial Risk, Banking, Risk Management, Financial Services
Education
University of North Carolina at Chapel Hill 1998 — 2002
Bachelor of Arts, Journalism & Mass Communication/Advertising
Christopher Collazo's Wachovia Experience January 2006 - July 2006
Job System Specialist at Document Access Systems
Industry Information Technology and Services
Experience
DAS, an IBM Premier Business Partner July 2006 - Present
Wachovia January 2006 - July 2006
Maersk Inc. January 2003 - July 2006
Skills
Enterprise Content..., FileNet, C#, Java, VB.NET, Datacap, SQL, Windows Server, Linux, Microsoft SQL Server, Software Development, JavaScript, Oracle, C++
Education
University of North Carolina at Chapel Hill
Bachelor of Science (BS), Computer Science
University of North Carolina at Chapel Hill
Bachelor of Science (B.S.), Computer Science
DAS, an IBM Premier Business Partner July 2006 - Present
Wachovia January 2006 - July 2006
Maersk Inc. January 2003 - July 2006
Skills
Enterprise Content..., FileNet, C#, Java, VB.NET, Datacap, SQL, Windows Server, Linux, Microsoft SQL Server, Software Development, JavaScript, Oracle, C++
Education
University of North Carolina at Chapel Hill
Bachelor of Science (BS), Computer Science
University of North Carolina at Chapel Hill
Bachelor of Science (B.S.), Computer Science
Rotcher Watkins Rotcher Watkins's Wachovia Experience 1982 - 2005
Job Corporate and Commercial Banking LOB Executive
Industry Banking
Experience
First Tennessee Bank August 2005 - Present
Wachovia 1982 - 2005
Education
University of North Carolina at Chapel Hill 1978 — 1982
First Tennessee Bank August 2005 - Present
Wachovia 1982 - 2005
Education
University of North Carolina at Chapel Hill 1978 — 1982
Thor Johnson Thor Johnson's Wachovia Experience July 2008 - June 2009
Job Senior Systems Engineer at Benaissance
Industry Information Technology and Services
Experience
Benaissance September 2015 - Present
Ellusion Technologies March 2003 - Present
Lindsay Corporation July 2013 - September 2015
Pharmaceutical Technologies, Inc. September 2012 - July 2013
Corelink Administrative Solutions April 2012 - September 2012
AVI-SPL June 2009 - July 2010
Wachovia July 2008 - June 2009
The Whitlock Group March 2007 - June 2008
UNIVERSITY OF NEBRASKA March 2003 - March 2007
Skills
Project Management, Visio, Program Management, Troubleshooting, System Design, Integration, Process Improvement, Business Analysis, Vendor Management, SharePoint, MS Project, SDLC, Software Documentation, IT Management, Quality Assurance, Information Technology, Requirements Analysis, Management, PMP, Servers, Testing, Software Project..., IT Strategy, Data Center
Education
University of Nebraska-Lincoln 1999 — 2003
BSBA, Management Information Systems, 3.76
Benaissance September 2015 - Present
Ellusion Technologies March 2003 - Present
Lindsay Corporation July 2013 - September 2015
Pharmaceutical Technologies, Inc. September 2012 - July 2013
Corelink Administrative Solutions April 2012 - September 2012
AVI-SPL June 2009 - July 2010
Wachovia July 2008 - June 2009
The Whitlock Group March 2007 - June 2008
UNIVERSITY OF NEBRASKA March 2003 - March 2007
Skills
Project Management, Visio, Program Management, Troubleshooting, System Design, Integration, Process Improvement, Business Analysis, Vendor Management, SharePoint, MS Project, SDLC, Software Documentation, IT Management, Quality Assurance, Information Technology, Requirements Analysis, Management, PMP, Servers, Testing, Software Project..., IT Strategy, Data Center
Education
University of Nebraska-Lincoln 1999 — 2003
BSBA, Management Information Systems, 3.76
Dale Prillaman Dale Prillaman's Wachovia Experience August 2006 - June 2009
Job Technology Manager
Industry Information Technology and Services
Experience
Wells Fargo May 2013 - Present
Wells Fargo July 2009 - May 2013
Wachovia August 2006 - June 2009
Wachovia June 2004 - August 2006
Wachovia 2000 - 2004
Wachovia June 1999 - December 2000
First Union June 1996 - June 1999
Skills
Teradata, Data Warehousing, ETL, Databases, Grid Control, Oracle Enterprise..., Data Marts, Management, Big Data, Database Administration, Hadoop, Data Integration, Oracle, Microsoft SQL Server, Oracle RAC, Unix Shell Scripting, Grid Computing
Education
University of North Carolina at Charlotte - Belk College of Business 1997 — 2000
MBA, Business
University of North Carolina at Chapel Hill 1992 — 1996
BSBA, Business Admin
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1996
BS, Business Administration
Wells Fargo May 2013 - Present
Wells Fargo July 2009 - May 2013
Wachovia August 2006 - June 2009
Wachovia June 2004 - August 2006
Wachovia 2000 - 2004
Wachovia June 1999 - December 2000
First Union June 1996 - June 1999
Skills
Teradata, Data Warehousing, ETL, Databases, Grid Control, Oracle Enterprise..., Data Marts, Management, Big Data, Database Administration, Hadoop, Data Integration, Oracle, Microsoft SQL Server, Oracle RAC, Unix Shell Scripting, Grid Computing
Education
University of North Carolina at Charlotte - Belk College of Business 1997 — 2000
MBA, Business
University of North Carolina at Chapel Hill 1992 — 1996
BSBA, Business Admin
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1996
BS, Business Administration
Delves Foery's Wachovia Experience April 1994 - June 2009
Job VP, Learning & Development Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2009 - Present
Wachovia April 1994 - June 2009
First Union National Bank February 1993 - April 1994
DeRoyal Industries June 1992 - February 1993
First Union National Bank June 1986 - June 1992
Skills
Performance Consulting, Leadership Development, Needs Analysis, Instructional Design, Organizational..., Learning Management, Blended Learning, Instructor-led Training, Project Management, Employee Engagement, Training, Talent Management, Employee Training, Team Building, ADDIE, Technical Writing, Succession Planning, Management, Leadership, Workshop Facilitation, Training Delivery, E-Learning, Organizational..., Performance Management, Analysis, Captivate, Performance Improvement, Onboarding, Executive Coaching
Education
University of North Carolina at Chapel Hill 1982 — 1986
Bachelor of Arts, Journalism/Mass Communication
Wells Fargo June 2009 - Present
Wachovia April 1994 - June 2009
First Union National Bank February 1993 - April 1994
DeRoyal Industries June 1992 - February 1993
First Union National Bank June 1986 - June 1992
Skills
Performance Consulting, Leadership Development, Needs Analysis, Instructional Design, Organizational..., Learning Management, Blended Learning, Instructor-led Training, Project Management, Employee Engagement, Training, Talent Management, Employee Training, Team Building, ADDIE, Technical Writing, Succession Planning, Management, Leadership, Workshop Facilitation, Training Delivery, E-Learning, Organizational..., Performance Management, Analysis, Captivate, Performance Improvement, Onboarding, Executive Coaching
Education
University of North Carolina at Chapel Hill 1982 — 1986
Bachelor of Arts, Journalism/Mass Communication
Mark A. Porter, CPA, CGMA Mark A. Porter, CPA, CGMA's Wachovia Experience January 1998 - July 2001
Job Financial Reporting and Analysis Manager at Key Risk (a W. R. Berkley Company)
Industry Insurance
Experience
Key Risk (a W. R. Berkley Company) November 2014 - Present
BB&T August 2010 - November 2014
BB&T December 2004 - August 2010
RMIC July 2001 - December 2004
Wachovia January 1998 - July 2001
NationsBank August 1985 - January 1998
Skills
Financial Analysis, Banking, Finance, Credit Risk, Analysis, Credit, Management, Risk Management, Financial Services, Leadership, Accounting, Business Intelligence, Financial Risk, Commercial Banking, Loans, Financial Modeling, Cash Management, Commercial Lending, Strategic Planning, Financial Reporting, Strategic Financial..., Mergers & Acquisitions, Retail Banking, Business Process..., Business Analysis, Forecasting, Cash Flow, Financial Accounting, Treasury Management, Investments, Workers Compensation, Insurance, Financial Planning
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (BA), Economics
University of North Carolina at Greensboro
Bachelor of Science (BS), Accounting
Key Risk (a W. R. Berkley Company) November 2014 - Present
BB&T August 2010 - November 2014
BB&T December 2004 - August 2010
RMIC July 2001 - December 2004
Wachovia January 1998 - July 2001
NationsBank August 1985 - January 1998
Skills
Financial Analysis, Banking, Finance, Credit Risk, Analysis, Credit, Management, Risk Management, Financial Services, Leadership, Accounting, Business Intelligence, Financial Risk, Commercial Banking, Loans, Financial Modeling, Cash Management, Commercial Lending, Strategic Planning, Financial Reporting, Strategic Financial..., Mergers & Acquisitions, Retail Banking, Business Process..., Business Analysis, Forecasting, Cash Flow, Financial Accounting, Treasury Management, Investments, Workers Compensation, Insurance, Financial Planning
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (BA), Economics
University of North Carolina at Greensboro
Bachelor of Science (BS), Accounting
Ceil Hodgin Ceil Hodgin's Wachovia Experience 2002 - 2009
Job HR Business Partner at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2009 - Present
Wachovia 2002 - 2009
International Paper September 1997 - January 2000
International Paper 1985 - 1996
Education
University of North Carolina at Chapel Hill 1981 — 1985
BS, Industrial Relations
Wells Fargo 2009 - Present
Wachovia 2002 - 2009
International Paper September 1997 - January 2000
International Paper 1985 - 1996
Education
University of North Carolina at Chapel Hill 1981 — 1985
BS, Industrial Relations
Darden Matthews Darden Matthews's Wachovia Experience June 2005 - October 2007
Job CIB Risk Management Hedge Funds at Wachovia
Industry Banking
Experience
Wells Fargo October 2007 - Present
Wachovia June 2005 - October 2007
JP Morgan September 2003 - March 2004
Citi Group August 2000 - September 2003
Education
University of North Carolina at Chapel Hill 1996 — 2000
BSBA, Business Administration
Wells Fargo October 2007 - Present
Wachovia June 2005 - October 2007
JP Morgan September 2003 - March 2004
Citi Group August 2000 - September 2003
Education
University of North Carolina at Chapel Hill 1996 — 2000
BSBA, Business Administration
Carey Parker Deaton's Wachovia Experience March 2006 - July 2007
Job VP, Digital Advertising at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2009 - Present
Wachovia Bank August 2007 - September 2009
Wachovia March 2006 - July 2007
The Weather Channel 2004 - 2006
The Weather Channel Interactive 2004 - 2006
Carat Interactive December 2003 - December 2004
Interland Web Hosting July 1999 - December 2003
Robert Half International June 1998 - July 1999
Education
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Arts (B.A.), Communications Major, Spanish Minor
Wells Fargo October 2009 - Present
Wachovia Bank August 2007 - September 2009
Wachovia March 2006 - July 2007
The Weather Channel 2004 - 2006
The Weather Channel Interactive 2004 - 2006
Carat Interactive December 2003 - December 2004
Interland Web Hosting July 1999 - December 2003
Robert Half International June 1998 - July 1999
Education
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Arts (B.A.), Communications Major, Spanish Minor
Ann McAdams Ann McAdams's Wachovia Experience June 1989 - October 1991
Job Vice President at PIMCO
Industry Investment Management
Experience
PIMCO July 2001 - Present
Dreyfus Corportion July 1999 - July 2001
Morgan Keegan & Co. 1991 - July 1999
Wachovia June 1989 - October 1991
Skills
ETFs, Mutual Funds, Separately Managed..., Wealth Management
Education
University of North Carolina at Chapel Hill 1984 — 1988
BA Economics, Economics
PIMCO July 2001 - Present
Dreyfus Corportion July 1999 - July 2001
Morgan Keegan & Co. 1991 - July 1999
Wachovia June 1989 - October 1991
Skills
ETFs, Mutual Funds, Separately Managed..., Wealth Management
Education
University of North Carolina at Chapel Hill 1984 — 1988
BA Economics, Economics
Ellen Fiori's Wachovia Experience July 1998 - April 2006
Job Director of Club Operations and Marketing
Industry Human Resources
Experience
Carolina Rapids (formerly North Meck Soccer Club) July 2010 - Present
Davidson College April 2006 - June 2010
Wachovia July 1998 - April 2006
Homelite 1992 - 1999
Eckerd Drug Company 1990 - 1992
Skills
Organizational..., Training, Coaching, Change Management, Project Management, Leadership, Team Building, Recruiting, Performance Management, Management, Program Management, Leadership Development, Employee Relations, Public Speaking, Succession Planning, Cross-functional Team..., Talent Management, Organizational..., Human Resources
Education
University of North Carolina at Chapel Hill 1985 — 1989
BA
Carolina Rapids (formerly North Meck Soccer Club) July 2010 - Present
Davidson College April 2006 - June 2010
Wachovia July 1998 - April 2006
Homelite 1992 - 1999
Eckerd Drug Company 1990 - 1992
Skills
Organizational..., Training, Coaching, Change Management, Project Management, Leadership, Team Building, Recruiting, Performance Management, Management, Program Management, Leadership Development, Employee Relations, Public Speaking, Succession Planning, Cross-functional Team..., Talent Management, Organizational..., Human Resources
Education
University of North Carolina at Chapel Hill 1985 — 1989
BA
Kristin Scala's Wachovia Experience 1998 - 1999
Job
Industry Financial Services
Experience
Bank of America April 2001 - December 2008
ACSYS 1999 - 2001
Wachovia 1998 - 1999
RadioShack Corporation July 1995 - July 1996
National Services Inc 1993 - 1995
Education
North Mecklenburg High School 1980 — 1984
University of North Carolina at Chapel Hill
BA
University of North Carolina at Charlotte
Masters
Bank of America April 2001 - December 2008
ACSYS 1999 - 2001
Wachovia 1998 - 1999
RadioShack Corporation July 1995 - July 1996
National Services Inc 1993 - 1995
Education
North Mecklenburg High School 1980 — 1984
University of North Carolina at Chapel Hill
BA
University of North Carolina at Charlotte
Masters
Caroline Heubel's Wachovia Experience 2004 - 2006
Job Vice President, Executive Recruiter at Bank of America
Industry Human Resources
Experience
Bank of America March 2015 - Present
TIAA-CREF March 2014 - March 2015
Citizens Bank October 2013 - March 2014
HSBC March 2013 - October 2013
Bank of America May 2009 - March 2013
Bank of America September 2006 - May 2009
Wachovia 2004 - 2006
Rexus Corporation January 2004 - October 2004
Management Recruiters International May 1999 - December 2003
Skills
Recruiting, Internet Recruiting, Strategic Sourcing, Talent Acquisition, Workforce Planning, Interviewing Skills, Requisition Management, Cold Calling Experience, Networking, Negotiation, Multi Tasking, Management, Sourcing, Cold Calling, Applicant Tracking..., Finance, College Recruiting, Technical Recruiting, Onboarding, Temporary Placement, Taleo, Interviews, Benefits Negotiation
Education
University of North Carolina at Chapel Hill 1995 — 1999
Bachelor of Arts (B.A.), Anthropology
Bank of America March 2015 - Present
TIAA-CREF March 2014 - March 2015
Citizens Bank October 2013 - March 2014
HSBC March 2013 - October 2013
Bank of America May 2009 - March 2013
Bank of America September 2006 - May 2009
Wachovia 2004 - 2006
Rexus Corporation January 2004 - October 2004
Management Recruiters International May 1999 - December 2003
Skills
Recruiting, Internet Recruiting, Strategic Sourcing, Talent Acquisition, Workforce Planning, Interviewing Skills, Requisition Management, Cold Calling Experience, Networking, Negotiation, Multi Tasking, Management, Sourcing, Cold Calling, Applicant Tracking..., Finance, College Recruiting, Technical Recruiting, Onboarding, Temporary Placement, Taleo, Interviews, Benefits Negotiation
Education
University of North Carolina at Chapel Hill 1995 — 1999
Bachelor of Arts (B.A.), Anthropology
Annie Trotter's Wachovia Experience November 2004 - November 2009
Job Technology Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo 2009 - Present
Wachovia November 2004 - November 2009
Lowe's Companies 2004 - 2004
Glaxo SmithKline 2002 - 2004
MicroStrategy 1999 - 2001
Skills
Data Warehousing, Business Analysis, Requirements Analysis, SDLC, Teradata, Business Intelligence, ETL, Requirements Gathering, Enterprise Software, Business Requirements, Enterprise Architecture, Strategy, SQL, Data Modeling, Risk Management
Education
University of North Carolina at Chapel Hill
Bachelor of Science (B.S.), Mathematics
University of North Carolina at Chapel Hill
Wells Fargo 2009 - Present
Wachovia November 2004 - November 2009
Lowe's Companies 2004 - 2004
Glaxo SmithKline 2002 - 2004
MicroStrategy 1999 - 2001
Skills
Data Warehousing, Business Analysis, Requirements Analysis, SDLC, Teradata, Business Intelligence, ETL, Requirements Gathering, Enterprise Software, Business Requirements, Enterprise Architecture, Strategy, SQL, Data Modeling, Risk Management
Education
University of North Carolina at Chapel Hill
Bachelor of Science (B.S.), Mathematics
University of North Carolina at Chapel Hill
Chris Burkart's Wachovia Experience 2002 - November 2009
Job Senior Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2011 - Present
Wells Fargo November 2009 - April 2011
Wachovia 2002 - November 2009
Wachovia 1999 - 2002
Wachovia 1998 - 1999
McPACH, Inc. 1996 - 1998
McPACH, Inc. 1994 - 1996
Skills
Offshoring, Loans, Process Improvement, Continuous Improvement, Banking, Credit, Risk Management, Commercial Banking, Financial Services, Consumer Lending, Management, Wealth Management, Operational Risk, Training, Budgets, Financial Analysis, Credit Analysis, Operations Management, Cross-functional Team..., Business Process, Leadership, Commercial Lending, Small Business Lending
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BSBA, Business Administration
Consumer Banker's Association
Graduate School of Retail Bank Management
Wells Fargo September 2011 - Present
Wells Fargo November 2009 - April 2011
Wachovia 2002 - November 2009
Wachovia 1999 - 2002
Wachovia 1998 - 1999
McPACH, Inc. 1996 - 1998
McPACH, Inc. 1994 - 1996
Skills
Offshoring, Loans, Process Improvement, Continuous Improvement, Banking, Credit, Risk Management, Commercial Banking, Financial Services, Consumer Lending, Management, Wealth Management, Operational Risk, Training, Budgets, Financial Analysis, Credit Analysis, Operations Management, Cross-functional Team..., Business Process, Leadership, Commercial Lending, Small Business Lending
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BSBA, Business Administration
Consumer Banker's Association
Graduate School of Retail Bank Management
Christina Zadell's Wachovia Experience 1995 - 2001
Job Owner, Bradley's Flooring and Paint
Industry Retail
Experience
Bradley's Flooring and Paint January 1997 - Present
KC2 Enterprises 2005 - Present
Woodbury Financial Services 2011 - 2012
Wachovia 1995 - 2001
Skills
Renovation, Construction, Contractors, Residential Homes, Construction Management, Small Business, New Business Development, Entrepreneurship, Contract Negotiation, Strategic Planning, Bathrooms, Marketing Strategy, Custom Homes, Flooring
Education
University of North Carolina at Chapel Hill 1991 — 1995
BS, Business Administration and Management, General
Bradley's Flooring and Paint January 1997 - Present
KC2 Enterprises 2005 - Present
Woodbury Financial Services 2011 - 2012
Wachovia 1995 - 2001
Skills
Renovation, Construction, Contractors, Residential Homes, Construction Management, Small Business, New Business Development, Entrepreneurship, Contract Negotiation, Strategic Planning, Bathrooms, Marketing Strategy, Custom Homes, Flooring
Education
University of North Carolina at Chapel Hill 1991 — 1995
BS, Business Administration and Management, General
Jeff Stutts's Wachovia Experience March 2008 - June 2009
Job Creative Culinarian at Tumyummery
Industry Food & Beverages
Experience
Tumyummery December 2013 - Present
Harris Teeter January 2014 - June 2014
Central Piedmont Community College October 2012 - December 2013
Ally Financial Inc. June 2009 - February 2013
Wachovia March 2008 - June 2009
LendingTree, LLC an IAC/InterActiveCorp company November 2006 - March 2008
LendingTree/Customer Care April 2000 - November 2006
Skills
Management, Sales, E-commerce, Strategic Planning, Project Management, Business Planning, Leadership, Marketing, Process Improvement
Education
Central Piedmont Community College 2012 — 2013
Associates in Culinary Arts
University of North Carolina at Chapel Hill 1994 — 1998
BA, History, English
Tumyummery December 2013 - Present
Harris Teeter January 2014 - June 2014
Central Piedmont Community College October 2012 - December 2013
Ally Financial Inc. June 2009 - February 2013
Wachovia March 2008 - June 2009
LendingTree, LLC an IAC/InterActiveCorp company November 2006 - March 2008
LendingTree/Customer Care April 2000 - November 2006
Skills
Management, Sales, E-commerce, Strategic Planning, Project Management, Business Planning, Leadership, Marketing, Process Improvement
Education
Central Piedmont Community College 2012 — 2013
Associates in Culinary Arts
University of North Carolina at Chapel Hill 1994 — 1998
BA, History, English
Jock Folley's Wachovia Experience 1980 - 2003
Job Private Wealth Management at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank July 2013 - Present
First Citizens Bank August 2003 - April 2013
Wachovia 1980 - 2003
Skills
Small Business Lending, Banking, Commercial Banking, Credit, Loans, Credit Analysis, Consumer Lending, Lines Of Credit, Commercial Lending, Retail Banking, Mortgage Lending, Commercial Mortgages, Wealth Management, Loan Origination, Underwriting
Education
University of North Carolina at Chapel Hill 1975 — 1980
SunTrust Bank July 2013 - Present
First Citizens Bank August 2003 - April 2013
Wachovia 1980 - 2003
Skills
Small Business Lending, Banking, Commercial Banking, Credit, Loans, Credit Analysis, Consumer Lending, Lines Of Credit, Commercial Lending, Retail Banking, Mortgage Lending, Commercial Mortgages, Wealth Management, Loan Origination, Underwriting
Education
University of North Carolina at Chapel Hill 1975 — 1980
Bradley Arrowood's Wachovia Experience June 1988 - May 2009
Job Senior Vice President/Deposit Risk Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2009 - Present
Wachovia June 1988 - May 2009
Education
Wake Forest University School of Business 1992 — 1995
MBA, Marketing/Finance
University of North Carolina at Chapel Hill 1984 — 1988
BA, Economics
Wells Fargo June 2009 - Present
Wachovia June 1988 - May 2009
Education
Wake Forest University School of Business 1992 — 1995
MBA, Marketing/Finance
University of North Carolina at Chapel Hill 1984 — 1988
BA, Economics
Scott Griset's Wachovia Experience Project ManagerWachovia SecuritiesJune 2005 - Present
Job Project Manager at Wachovia
Industry Financial Services
Experience
Wachovia Project ManagerWachovia SecuritiesJune 2005 - Present
IBM Business Consulting Services October 2003 - June 2005
PriceWaterhouseCoopers July 1998 - September 2003
Education
University of Virginia 1997 — 1998
MS, MIS
University of Virginia - McIntire School of Commerce 1997 — 1998
MS, MIS
University of North Carolina at Chapel Hill 1989 — 1993
Wachovia Project ManagerWachovia SecuritiesJune 2005 - Present
IBM Business Consulting Services October 2003 - June 2005
PriceWaterhouseCoopers July 1998 - September 2003
Education
University of Virginia 1997 — 1998
MS, MIS
University of Virginia - McIntire School of Commerce 1997 — 1998
MS, MIS
University of North Carolina at Chapel Hill 1989 — 1993
Lesley Shull's Wachovia Experience June 2002 - Present
Job AVP at Wachovia
Industry Banking
Experience
Wachovia June 2002 - Present
Education
University of North Carolina at Chapel Hill 1998 — 2002
Wachovia June 2002 - Present
Education
University of North Carolina at Chapel Hill 1998 — 2002
Davia McCrossan's Wachovia Experience July 2007 - Present
Job VP, Technology Portfolio Manager at Wachovia
Industry Information Technology and Services
Experience
Wachovia July 2007 - Present
Wachovia June 2005 - Present
Broadway & Seymour 1984 - 1995
Education
University of North Carolina at Chapel Hill 1978 — 1982
Wachovia July 2007 - Present
Wachovia June 2005 - Present
Broadway & Seymour 1984 - 1995
Education
University of North Carolina at Chapel Hill 1978 — 1982
Jamie Rance's Wachovia Experience January 2006 - March 2009
Job Principal Architect at RDA Corporation
Industry Computer Software
Experience
RDA August 2005 - Present
Microsoft Corporation April 2009 - July 2011
Wachovia January 2006 - March 2009
Skills
.NET, Web Services, SharePoint, Agile Methodologies, Enterprise Architecture, ASP.NET, WCF, SOA, Solution Architecture, C#, Microsoft SQL Server, TFS, SSRS, Silverlight, Microsoft Office...
Education
University of North Carolina at Chapel Hill
Computer Engineering, Physics, Mathematics
RDA August 2005 - Present
Microsoft Corporation April 2009 - July 2011
Wachovia January 2006 - March 2009
Skills
.NET, Web Services, SharePoint, Agile Methodologies, Enterprise Architecture, ASP.NET, WCF, SOA, Solution Architecture, C#, Microsoft SQL Server, TFS, SSRS, Silverlight, Microsoft Office...
Education
University of North Carolina at Chapel Hill
Computer Engineering, Physics, Mathematics
Curt Shaw's Wachovia Experience 2002 - 2004
Job Vice President Finance Novant Health Shared Services
Industry Accounting
Experience
Novant Health May 2004 - Present
Wachovia 2002 - 2004
Arthur Andersen 1998 - 2002
Skills
Strategic Financial..., Process Improvement, Nonprofits, Mergers & Acquisitions, Financial Reporting, Financial Analysis, Finance, Auditing, Analysis, Accounting, Due Diligence, Financial Accounting, Healthcare Management, Financial Planning, Healthcare, Strategic Planning
Education
University of North Carolina at Chapel Hill 1993 — 1998
Masters, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1998
Novant Health May 2004 - Present
Wachovia 2002 - 2004
Arthur Andersen 1998 - 2002
Skills
Strategic Financial..., Process Improvement, Nonprofits, Mergers & Acquisitions, Financial Reporting, Financial Analysis, Finance, Auditing, Analysis, Accounting, Due Diligence, Financial Accounting, Healthcare Management, Financial Planning, Healthcare, Strategic Planning
Education
University of North Carolina at Chapel Hill 1993 — 1998
Masters, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1998
Hampton Oxendine, CFA's Wachovia Experience June 1995 - March 2002
Job CFO / VP Finance at Lumbee River EMC
Industry Utilities
Experience
Lumbee River Electric Membership Corp February 2014 - Present
Lumbee River EMC March 2008 - February 2014
U.S. Navy Reserve May 1988 - July 2008
Capital One 2002 - 2008
Wachovia June 1995 - March 2002
Skills
Managerial Finance, Finance, Loans, Securities, Financial Modeling, Risk Management, Financial Analysis, Strategic Financial..., Process Improvement, Relationship Management, Credit Risk, Cross-functional Team..., Business Process..., Leadership, Strategic Planning, Management
Education
University of North Carolina at Chapel Hill 1993 — 1995
BA, Political Science
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1995
MBA, Finance
NC School of Science and Math 1982 — 1984
Lumbee River Electric Membership Corp February 2014 - Present
Lumbee River EMC March 2008 - February 2014
U.S. Navy Reserve May 1988 - July 2008
Capital One 2002 - 2008
Wachovia June 1995 - March 2002
Skills
Managerial Finance, Finance, Loans, Securities, Financial Modeling, Risk Management, Financial Analysis, Strategic Financial..., Process Improvement, Relationship Management, Credit Risk, Cross-functional Team..., Business Process..., Leadership, Strategic Planning, Management
Education
University of North Carolina at Chapel Hill 1993 — 1995
BA, Political Science
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1995
MBA, Finance
NC School of Science and Math 1982 — 1984
Hitesh Kumar's Wachovia Experience 1999 - 2002
Job Executive Director at UBS Securities Co., Ltd
Industry Financial Services
Experience
UBS Securities Co., Ltd December 2009 - Present
Merrill Lynch June 2007 - July 2009
Deutsche Bank June 2005 - April 2007
Wachovia 1999 - 2002
Skills
Financial Modeling, Securitization, Special Situations, Fixed Income, Credit Derivatives, Investment Banking, Hedge Funds, Capital Markets, Equities, Valuation, Derivatives, Private Equity, Emerging Markets, Corporate Finance, Bloomberg, Alternative Investments, Equity Derivatives, Portfolio Management, Investments, Bonds, Swaps
Education
University of Pennsylvania - The Wharton School 2003 — 2005
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1999
BSBA, Finance, Mathematics
UBS Securities Co., Ltd December 2009 - Present
Merrill Lynch June 2007 - July 2009
Deutsche Bank June 2005 - April 2007
Wachovia 1999 - 2002
Skills
Financial Modeling, Securitization, Special Situations, Fixed Income, Credit Derivatives, Investment Banking, Hedge Funds, Capital Markets, Equities, Valuation, Derivatives, Private Equity, Emerging Markets, Corporate Finance, Bloomberg, Alternative Investments, Equity Derivatives, Portfolio Management, Investments, Bonds, Swaps
Education
University of Pennsylvania - The Wharton School 2003 — 2005
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1999
BSBA, Finance, Mathematics
Mario Butter's Wachovia Experience August 2006 - November 2007
Job Software Engineer at RR Donnelley
Industry Information Technology and Services
Experience
RR Donnelley July 2013 - Present
CenturyLink January 2013 - June 2013
Aerotek Professional Services May 2011 - November 2012
CDI October 2009 - April 2011
Hewlett-Packard June 2009 - August 2009
Apex Computer Systems January 2009 - May 2009
Red Prairie June 2008 - November 2008
INT Technologies December 2007 - December 2007
Wachovia August 2006 - November 2007
Thomson Reuters 2004 - 2006
Skills
XML, SQL, Perl, MySQL, Linux, Unix, Java, Windows, TCP/IP, JavaScript, HTML, Microsoft SQL Server, C#, C++, Software Development, Operating Systems, Agile Methodologies, Software Engineering, Shell Scripting, PHP, Databases, Integration, Testing, Visual Studio, Object Oriented Design, Subversion, Software Design, Web Services
Education
University of North Carolina at Asheville 1982 — 1983
RR Donnelley July 2013 - Present
CenturyLink January 2013 - June 2013
Aerotek Professional Services May 2011 - November 2012
CDI October 2009 - April 2011
Hewlett-Packard June 2009 - August 2009
Apex Computer Systems January 2009 - May 2009
Red Prairie June 2008 - November 2008
INT Technologies December 2007 - December 2007
Wachovia August 2006 - November 2007
Thomson Reuters 2004 - 2006
Skills
XML, SQL, Perl, MySQL, Linux, Unix, Java, Windows, TCP/IP, JavaScript, HTML, Microsoft SQL Server, C#, C++, Software Development, Operating Systems, Agile Methodologies, Software Engineering, Shell Scripting, PHP, Databases, Integration, Testing, Visual Studio, Object Oriented Design, Subversion, Software Design, Web Services
Education
University of North Carolina at Asheville 1982 — 1983
Allyson Dickens's Wachovia Experience Principal Business Banking Relationship ManagerWachovia, A Wells Fargo Company2006 - Present
Job Business Banking Relationship Manager at Wachovia
Industry Banking
Experience
Wachovia Principal Business Banking Relationship ManagerWachovia, A Wells Fargo Company2006 - Present
Wells Fargo 2006 - Present
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1988 — 1992
Wachovia Principal Business Banking Relationship ManagerWachovia, A Wells Fargo Company2006 - Present
Wells Fargo 2006 - Present
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1988 — 1992
Tommy Markham's Wachovia Experience June 2005 - July 2006
Job Strategy Analyst at VF Corporation
Industry Apparel & Fashion
Experience
VF Corporation August 2011 - Present
McNeilus Truck and Manufacturing, Inc. January 2011 - August 2011
McNeilus Truck and Manufacturing, Inc. May 2008 - January 2011
Wachovia June 2005 - July 2006
Skills
Process Improvement, Competitive Analysis, Strategic Planning, Forecasting, Financial Analysis, Finance, Financial Modeling, Strategy, Pricing, Market Research, Budgets, Analysis, Business Strategy, Data Analysis
Education
Wake Forest University School of Business 2006 — 2008
University of North Carolina at Chapel Hill 2001 — 2005
BA, Management & Society, Sociology
VF Corporation August 2011 - Present
McNeilus Truck and Manufacturing, Inc. January 2011 - August 2011
McNeilus Truck and Manufacturing, Inc. May 2008 - January 2011
Wachovia June 2005 - July 2006
Skills
Process Improvement, Competitive Analysis, Strategic Planning, Forecasting, Financial Analysis, Finance, Financial Modeling, Strategy, Pricing, Market Research, Budgets, Analysis, Business Strategy, Data Analysis
Education
Wake Forest University School of Business 2006 — 2008
University of North Carolina at Chapel Hill 2001 — 2005
BA, Management & Society, Sociology
Laurence Leinbach's Wachovia Experience 1989 - 1999
Job Client Management Executive at Bottomline Technologies
Industry Financial Services
Experience
Bottomline Technologies April 2012 - Present
S1 Corporation July 2009 - April 2012
Wachovia Bank January 1999 - July 2009
Wachovia, A Wells Fargo Company 2009 - 2009
Wachovia Bank June 1989 - January 1999
Wachovia 1989 - 1999
Skills
Product Management, Financial Services, Risk Management, Internet Banking, Product Development, Business Strategy, Business Process..., Customer Relations, Client Relationship..., Partner Relationship..., Customer Service, CRM, Strategy, Business Analysis, Management Consulting, Banking, Relationship Management, Treasury Management, Payments, Vendor Management, SDLC, Cash Management, Program Management, Electronic Payments, SaaS, Portfolio Management, Payment Systems, Partner Management, Mobile Payments, Management, Executive Management, E-commerce, Analytics, ACH, Enterprise Software
Education
Wake Forest University 1992 — 1994
MBA, Finance and Financial Management Services
University of North Carolina at Chapel Hill 1985 — 1989
BS, Business Administration
Bottomline Technologies April 2012 - Present
S1 Corporation July 2009 - April 2012
Wachovia Bank January 1999 - July 2009
Wachovia, A Wells Fargo Company 2009 - 2009
Wachovia Bank June 1989 - January 1999
Wachovia 1989 - 1999
Skills
Product Management, Financial Services, Risk Management, Internet Banking, Product Development, Business Strategy, Business Process..., Customer Relations, Client Relationship..., Partner Relationship..., Customer Service, CRM, Strategy, Business Analysis, Management Consulting, Banking, Relationship Management, Treasury Management, Payments, Vendor Management, SDLC, Cash Management, Program Management, Electronic Payments, SaaS, Portfolio Management, Payment Systems, Partner Management, Mobile Payments, Management, Executive Management, E-commerce, Analytics, ACH, Enterprise Software
Education
Wake Forest University 1992 — 1994
MBA, Finance and Financial Management Services
University of North Carolina at Chapel Hill 1985 — 1989
BS, Business Administration
Mary Beth Navarro, APR's Wachovia Experience September 1999 - January 2009
Job Director of Public Relations at Mythic
Industry Public Relations and Communications
Experience
Mythic 2013 - Present
Navarro Communications Consulting December 2011 - Present
Wells Fargo & Co. January 2009 - March 2010
Wachovia September 1999 - January 2009
LendingTree November 1998 - September 1999
Skills
Internal Communications, Media Relations, Public Relations, Communications Planning, Speech Writing, Marketing, Change Management, Executive Coaching, Product Launch, Media Studies, Corporate Communications, Strategic Communications, Leadership, Crisis Communications, E-commerce, Management, Thought Leadership, Brand Awareness, Nonprofits, Marketing Communications, Strategy, Messaging, Integrated Marketing, Social Media, Communication Training, Marketing Strategy, Publicity, Strategic Planning, Campaigns, Brand Management, Marketing Management, Advertising, Sponsorship, B2B
Education
University of North Carolina at Chapel Hill 1996 — 1998
M.A.
Wake Forest University 1992 — 1996
Politics
Mythic 2013 - Present
Navarro Communications Consulting December 2011 - Present
Wells Fargo & Co. January 2009 - March 2010
Wachovia September 1999 - January 2009
LendingTree November 1998 - September 1999
Skills
Internal Communications, Media Relations, Public Relations, Communications Planning, Speech Writing, Marketing, Change Management, Executive Coaching, Product Launch, Media Studies, Corporate Communications, Strategic Communications, Leadership, Crisis Communications, E-commerce, Management, Thought Leadership, Brand Awareness, Nonprofits, Marketing Communications, Strategy, Messaging, Integrated Marketing, Social Media, Communication Training, Marketing Strategy, Publicity, Strategic Planning, Campaigns, Brand Management, Marketing Management, Advertising, Sponsorship, B2B
Education
University of North Carolina at Chapel Hill 1996 — 1998
M.A.
Wake Forest University 1992 — 1996
Politics
Rick Hollar's Wachovia Experience October 1994 - August 2010
Job Treasury Management Product Consultant at Regions Bank
Industry Banking
Experience
Regions Bank March 2012 - Present
BB&T August 2010 - March 2012
Wachovia October 1994 - August 2010
Skills
ACH, Treasury Management, Treasury Services, Payments, Internet Banking, Cash Management, Payment Systems, Electronic Payments, Consumer Lending, Banking, Small Business Lending, Financial Services, Cards, Liquidity Management, Merchant Services, Credit, Risk Management, Commercial Banking, Credit Cards, Debit Cards, Portfolio Management, Retail Banking, Working Capital..., Treasury, Trade Finance, E-payments, Relationship Management, Payment Card Processing, Operational Risk..., Commercial Lending, Cash, Financial Transactions, Back Office, Financial Institutions, Capital Markets, Financial Risk, Cross Selling, Credit Analysis, Loans, Mobile Payments, AML, Core Banking, Banking Relationships, Credit Risk, Operational Risk, Deposits, SWIFT payments, Lines Of Credit, Loan Origination
Education
University of North Carolina at Chapel Hill 1971 — 1973
Regions Bank March 2012 - Present
BB&T August 2010 - March 2012
Wachovia October 1994 - August 2010
Skills
ACH, Treasury Management, Treasury Services, Payments, Internet Banking, Cash Management, Payment Systems, Electronic Payments, Consumer Lending, Banking, Small Business Lending, Financial Services, Cards, Liquidity Management, Merchant Services, Credit, Risk Management, Commercial Banking, Credit Cards, Debit Cards, Portfolio Management, Retail Banking, Working Capital..., Treasury, Trade Finance, E-payments, Relationship Management, Payment Card Processing, Operational Risk..., Commercial Lending, Cash, Financial Transactions, Back Office, Financial Institutions, Capital Markets, Financial Risk, Cross Selling, Credit Analysis, Loans, Mobile Payments, AML, Core Banking, Banking Relationships, Credit Risk, Operational Risk, Deposits, SWIFT payments, Lines Of Credit, Loan Origination
Education
University of North Carolina at Chapel Hill 1971 — 1973
Brad Gilmore's Wachovia Experience 2003 - 2008
Job Strategy Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2009 - Present
Wachovia 2003 - 2008
Wachovia April 2002 - October 2003
Skills
Credit, Relationship Management, Loans, Strategic Financial..., Change Management, Management, Series 63, Marketing Strategy
Education
University of South Carolina-Columbia 1996 — 1997
Master's degree, Human Resources Management and Services
University of North Carolina at Chapel Hill 1991 — 1993
Bachelor of Arts (B.A.), Labor and Industrial Relations
University of North Carolina at Charlotte 1989 — 1991
Undergradute, Pre-major
Wells Fargo January 2009 - Present
Wachovia 2003 - 2008
Wachovia April 2002 - October 2003
Skills
Credit, Relationship Management, Loans, Strategic Financial..., Change Management, Management, Series 63, Marketing Strategy
Education
University of South Carolina-Columbia 1996 — 1997
Master's degree, Human Resources Management and Services
University of North Carolina at Chapel Hill 1991 — 1993
Bachelor of Arts (B.A.), Labor and Industrial Relations
University of North Carolina at Charlotte 1989 — 1991
Undergradute, Pre-major
Brad Weber's Wachovia Experience March 2002 - October 2004
Job CAO B2R Finance L.P.
Industry Commercial Real Estate
Experience
B2R Finance June 2015 - Present
Bank of America September 2009 - May 2015
Bank of America September 2009 - January 2012
PricewaterhouseCoopers October 2004 - September 2009
Wachovia March 2002 - October 2004
Parks & Company, LLC May 1998 - February 2002
Price Waterhouse August 1988 - April 1998
Skills
Accounting, Banking, Financial Analysis, Financial Reporting, SEC filings, Sarbanes-Oxley Act, Finance, Internal Controls, Financial Accounting, Financial Modeling, Internal Audit, Management, Risk Management, SEC Filings, GAAP
Education
University of North Carolina at Chapel Hill 1984 — 1988
BS, Business Administration
B2R Finance June 2015 - Present
Bank of America September 2009 - May 2015
Bank of America September 2009 - January 2012
PricewaterhouseCoopers October 2004 - September 2009
Wachovia March 2002 - October 2004
Parks & Company, LLC May 1998 - February 2002
Price Waterhouse August 1988 - April 1998
Skills
Accounting, Banking, Financial Analysis, Financial Reporting, SEC filings, Sarbanes-Oxley Act, Finance, Internal Controls, Financial Accounting, Financial Modeling, Internal Audit, Management, Risk Management, SEC Filings, GAAP
Education
University of North Carolina at Chapel Hill 1984 — 1988
BS, Business Administration
Matt Carsey's Wachovia Experience August 2004 - October 2008
Job Manager of Digital Marketing at Netspend Corp. (A TSYS Company)
Industry Marketing and Advertising
Experience
NetSpend November 2014 - Present
Q Interactive July 2009 - November 2014
TD Ameritrade November 2008 - July 2009
Wachovia August 2004 - October 2008
Pentagon Federal Credit Union 2002 - 2004
Skills
Lead Generation, Digital Marketing, Advertising, Affiliate Marketing, Customer Acquisition, Display Advertising, Email Marketing, Mobile Marketing, Online Advertising, PPC, SEM, Sales
Education
University of Nebraska at Omaha 1999 — 2002
Bachelor Degree, Major-Business Administration/ Minor-Finance
NetSpend November 2014 - Present
Q Interactive July 2009 - November 2014
TD Ameritrade November 2008 - July 2009
Wachovia August 2004 - October 2008
Pentagon Federal Credit Union 2002 - 2004
Skills
Lead Generation, Digital Marketing, Advertising, Affiliate Marketing, Customer Acquisition, Display Advertising, Email Marketing, Mobile Marketing, Online Advertising, PPC, SEM, Sales
Education
University of Nebraska at Omaha 1999 — 2002
Bachelor Degree, Major-Business Administration/ Minor-Finance
Ryan Laderer, AIF(r)'s Wachovia Experience January 2004 - January 2006
Job Sr. Associate Defined Contribution Advisors at Mercer
Industry Financial Services
Experience
Mercer December 2013 - Present
NFP-CBA February 2011 - December 2013
CapTrust January 2006 - February 2011
Wachovia January 2004 - January 2006
Skills
Retirement, Defined Benefit, Retirement Planning, Strategic Financial..., Employee Benefits, Investments, Financial Advisory, ERISA, 401k, Series 7, Series 63, Wealth Management, Asset Managment, Mutual Funds, Investment Advisory, Pensions, Financial Services, Relationship Management, Asset Management, Asset Allocation, Retirement Plan..., FINRA, Investment Strategies
Education
University of North Carolina at Chapel Hill 1998 — 2003
Bachelor of Arts, Organizational Communication
Mercer December 2013 - Present
NFP-CBA February 2011 - December 2013
CapTrust January 2006 - February 2011
Wachovia January 2004 - January 2006
Skills
Retirement, Defined Benefit, Retirement Planning, Strategic Financial..., Employee Benefits, Investments, Financial Advisory, ERISA, 401k, Series 7, Series 63, Wealth Management, Asset Managment, Mutual Funds, Investment Advisory, Pensions, Financial Services, Relationship Management, Asset Management, Asset Allocation, Retirement Plan..., FINRA, Investment Strategies
Education
University of North Carolina at Chapel Hill 1998 — 2003
Bachelor of Arts, Organizational Communication
Jenny Keziah's Wachovia Experience June 2004 - Present
Job Consultant at Wachovia
Industry Banking
Experience
Wachovia June 2004 - Present
Wachovia Bank June 2004 - December 2005
Education
University of North Carolina at Chapel Hill 2000 — 2004
B.A., Economics and Public Policy Analysis
Wachovia June 2004 - Present
Wachovia Bank June 2004 - December 2005
Education
University of North Carolina at Chapel Hill 2000 — 2004
B.A., Economics and Public Policy Analysis
Doug Higgins's Wachovia Experience 1995 - 2004
Job North Metro Market President at Renasant Bank
Industry Banking
Experience
Renasant Bank February 2011 - Present
American Trust Bank June 2004 - February 2011
Wachovia 1995 - 2004
Skills
Banking, Asset Management, Asset Based Lending, Budgets, Business Development, Cash Management, Commercial Banking, Commercial Lending, Commercial Mortgages, Commercial Real Estate, Construction Loans, Consumer Lending, Contract Negotiation, Credit Risk, Customer Service, Due Diligence, Executive Management, Finance, Financial Analysis, Investment Properties, Leadership, Marketing, Mergers & Acquisitions, New Business Development, Public Speaking, Real Estate, Retail Banking, Sales, Sales Management, Small Business, Small Business Lending, Strategic Financial..., Strategic Planning, Team Building, Underwriting, Wealth Management, Credit, Credit Analysis, Lines Of Credit, Loan Origination, Management, Portfolio Management, Risk Management, Investments, Loans, Mortgage Lending
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2001
Executive Education
University of North Carolina at Asheville 1980 — 1982
Bachelor of Arts (B.A.), Economics
Renasant Bank February 2011 - Present
American Trust Bank June 2004 - February 2011
Wachovia 1995 - 2004
Skills
Banking, Asset Management, Asset Based Lending, Budgets, Business Development, Cash Management, Commercial Banking, Commercial Lending, Commercial Mortgages, Commercial Real Estate, Construction Loans, Consumer Lending, Contract Negotiation, Credit Risk, Customer Service, Due Diligence, Executive Management, Finance, Financial Analysis, Investment Properties, Leadership, Marketing, Mergers & Acquisitions, New Business Development, Public Speaking, Real Estate, Retail Banking, Sales, Sales Management, Small Business, Small Business Lending, Strategic Financial..., Strategic Planning, Team Building, Underwriting, Wealth Management, Credit, Credit Analysis, Lines Of Credit, Loan Origination, Management, Portfolio Management, Risk Management, Investments, Loans, Mortgage Lending
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2001
Executive Education
University of North Carolina at Asheville 1980 — 1982
Bachelor of Arts (B.A.), Economics
Shannon Medina's Wachovia Experience January 2000 - June 2002
Job Business Initiatives Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2012 - Present
Wells Fargo March 1994 - May 2012
Wachovia January 2000 - June 2002
Wachovia March 1997 - January 2000
Skills
Internal Communications
Education
University of North Carolina at Charlotte 2006 — 2007
Certificate, HR Generalist
University of North Carolina at Charlotte 1997 — 2000
MBA, Business Management
University of North Carolina at Chapel Hill 1987 — 1991
BA, Industrial Relations
Wells Fargo May 2012 - Present
Wells Fargo March 1994 - May 2012
Wachovia January 2000 - June 2002
Wachovia March 1997 - January 2000
Skills
Internal Communications
Education
University of North Carolina at Charlotte 2006 — 2007
Certificate, HR Generalist
University of North Carolina at Charlotte 1997 — 2000
MBA, Business Management
University of North Carolina at Chapel Hill 1987 — 1991
BA, Industrial Relations
Julie McCracken's Wachovia Experience June 1983 - August 2007
Job CoFounder, President at McCracken Alliance LLC
Industry Management Consulting
Experience
McCracken Alliance, LLC 2009 - Present
RightPath Resources Inc November 2007 - January 2012
Wachovia June 1983 - August 2007
Wachovia Bank 1985 - 2007
Skills
Leadership Development, Performance Management, Relationship Mgmt, Build and..., Career Progression, Strategic Planning, Employee Benefits, Human Capital, Management Consulting, Change Management, Team Building, Leadership, Business Intelligence, Executive Management, Training, Executive Coaching, Strategy, Start-ups
Education
University of North Carolina at Chapel Hill 1978 — 1982
Bachelor of Science (BS)
McCracken Alliance, LLC 2009 - Present
RightPath Resources Inc November 2007 - January 2012
Wachovia June 1983 - August 2007
Wachovia Bank 1985 - 2007
Skills
Leadership Development, Performance Management, Relationship Mgmt, Build and..., Career Progression, Strategic Planning, Employee Benefits, Human Capital, Management Consulting, Change Management, Team Building, Leadership, Business Intelligence, Executive Management, Training, Executive Coaching, Strategy, Start-ups
Education
University of North Carolina at Chapel Hill 1978 — 1982
Bachelor of Science (BS)
Andy Phelps's Wachovia Experience June 2012 - 2014
Job Senior Vice President at HFG Healthcare Finance Group, LLC
Industry Financial Services
Experience
HFG Healthcare Finance Group, LLC September 2014 - Present
PNC Bank June 2012 - September 2014
Wachovia June 2012 - 2014
Skills
Financial Modeling, Loans, Portfolio Management, Credit Analysis, Financial Analysis, Banking, Commercial Lending
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1984 — 1986
University of South Carolina 1979 — 1982
B.A., Political Science
HFG Healthcare Finance Group, LLC September 2014 - Present
PNC Bank June 2012 - September 2014
Wachovia June 2012 - 2014
Skills
Financial Modeling, Loans, Portfolio Management, Credit Analysis, Financial Analysis, Banking, Commercial Lending
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1984 — 1986
University of South Carolina 1979 — 1982
B.A., Political Science
Robert Propst's Wachovia Experience 2004 - 2009
Job Senior Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo November 2009 - Present
Wells Fargo 2009 - 2012
Wachovia 2004 - 2009
Wachovia Bank 2004 - 2009
Skills
Cash Management, Credit Risk, Mergers & Acquisitions, Financial Analysis, Treasury Services, Credit Analysis, Treasury Management, Investments, Mergers, Finance, Relationship Management, Process Improvement, Loan Origination, Banking, Mortgage Banking, Leadership, AML, Payments, Commercial Lending, Loss Mitigation, Vendor Management, Series 7, Business Analysis, Financial Risk, Cross Selling, Wealth Management, Securities, Strategic Financial..., Operational Risk, Underwriting, Credit Cards, Lines Of Credit, Operational Risk...
Education
University of North Carolina at Chapel Hill
Bachelor of Science (BS), Accounting and Business/Management
Wells Fargo November 2009 - Present
Wells Fargo 2009 - 2012
Wachovia 2004 - 2009
Wachovia Bank 2004 - 2009
Skills
Cash Management, Credit Risk, Mergers & Acquisitions, Financial Analysis, Treasury Services, Credit Analysis, Treasury Management, Investments, Mergers, Finance, Relationship Management, Process Improvement, Loan Origination, Banking, Mortgage Banking, Leadership, AML, Payments, Commercial Lending, Loss Mitigation, Vendor Management, Series 7, Business Analysis, Financial Risk, Cross Selling, Wealth Management, Securities, Strategic Financial..., Operational Risk, Underwriting, Credit Cards, Lines Of Credit, Operational Risk...
Education
University of North Carolina at Chapel Hill
Bachelor of Science (BS), Accounting and Business/Management
Laura Spencer's Wachovia Experience December 2005 - August 2006
Job Program Manager at OSA
Industry Nonprofit Organization Management
Experience
Optical Society of America 2011 - Present
ARTBA August 2006 - November 2011
American Road & Transportation Builders Association 2006 - November 2011
Wachovia December 2005 - August 2006
Allied Vaughn August 2005 - December 2005
Cid Pear Stationery August 2004 - August 2005
U.S. House of Representatives May 2003 - August 2003
Education
University of North Carolina at Chapel Hill 2000 — 2004
BA, Political Science and Psychology
The University of North Carolina at Chapel Hill
BA in Political Science and Psychology
Optical Society of America 2011 - Present
ARTBA August 2006 - November 2011
American Road & Transportation Builders Association 2006 - November 2011
Wachovia December 2005 - August 2006
Allied Vaughn August 2005 - December 2005
Cid Pear Stationery August 2004 - August 2005
U.S. House of Representatives May 2003 - August 2003
Education
University of North Carolina at Chapel Hill 2000 — 2004
BA, Political Science and Psychology
The University of North Carolina at Chapel Hill
BA in Political Science and Psychology
Avani Dorawala's Wachovia Experience July 2007 - January 2011
Job Multifamily Asset Management Senior at Freddie Mac
Industry Real Estate
Experience
Freddie Mac January 2011 - Present
Wachovia July 2007 - January 2011
Wells Fargo 2002 - 2006
Skills
CMBS, Real Estate, Asset Management, Portfolio Management, Underwriting, Valuation
Education
University of North Carolina at Chapel Hill 1998 — 2002
BSBA, Business Administration
Freddie Mac January 2011 - Present
Wachovia July 2007 - January 2011
Wells Fargo 2002 - 2006
Skills
CMBS, Real Estate, Asset Management, Portfolio Management, Underwriting, Valuation
Education
University of North Carolina at Chapel Hill 1998 — 2002
BSBA, Business Administration
York Bryant's Wachovia Experience March 2007 - March 2008
Job Senior Consultant at Deloitte & Touche LLP
Industry Financial Services
Experience
Deloitte & Touche LLP August 2014 - Present
Bank of America January 2011 - August 2014
Thomas Rutherfoord January 2009 - January 2011
Wachovia March 2007 - March 2008
Capital Investment Companies January 2004 - March 2007
J. Arthur Dail, Inc January 2004 - March 2007
Skills
Finance, Accounting, Banking, Financial Analysis, Financial Modeling, Credit Risk, Real Estate, Credit Analysis, Risk Management, Basel I, Basel II, Capital, Investments, Capital Markets, Management, Financial Risk, Leadership, Process Improvement, Strategic Planning
Education
McColl School of Business, Queens University of Charlotte 2008 — 2010
MBA
University of North Carolina at Chapel Hill 1996 — 2000
Bachelor of Arts
Deloitte & Touche LLP August 2014 - Present
Bank of America January 2011 - August 2014
Thomas Rutherfoord January 2009 - January 2011
Wachovia March 2007 - March 2008
Capital Investment Companies January 2004 - March 2007
J. Arthur Dail, Inc January 2004 - March 2007
Skills
Finance, Accounting, Banking, Financial Analysis, Financial Modeling, Credit Risk, Real Estate, Credit Analysis, Risk Management, Basel I, Basel II, Capital, Investments, Capital Markets, Management, Financial Risk, Leadership, Process Improvement, Strategic Planning
Education
McColl School of Business, Queens University of Charlotte 2008 — 2010
MBA
University of North Carolina at Chapel Hill 1996 — 2000
Bachelor of Arts
Robert Miley's Wachovia Experience 2005 - 2008
Job Wells Fargo Securities Business Management Team
Industry Financial Services
Experience
Wells Fargo Securities 2000 - Present
Wachovia 2005 - 2008
Wachovia Securities 1999 - 2001
Education
University of North Carolina at Chapel Hill 1986 — 1991
B.A., Industrial Relations
Wells Fargo Securities 2000 - Present
Wachovia 2005 - 2008
Wachovia Securities 1999 - 2001
Education
University of North Carolina at Chapel Hill 1986 — 1991
B.A., Industrial Relations
Andrew Messick, CFA, CPA's Wachovia Experience 2005 - 2008
Job Chief Financial Officer at Copernicus Group
Industry Pharmaceuticals
Experience
WIRB-Copernicus Group August 2013 - Present
Copernicus Group IRB July 2011 - Present
Copernicus Group IRB January 2010 - July 2011
Copernicus Group IRB December 2008 - December 2009
Wachovia 2005 - 2008
Durking Group LLC 2002 - 2005
Stephens Inc. 2001 - 2002
Ernst & Young 1998 - 2001
Skills
Financial Modeling, Due Diligence, Financial Analysis, Financial Reporting, Forecasting, Corporate Finance, Finance, Process Improvement, Strategic Financial..., Budgets, Business Strategy, Internal Controls, Risk Management, Auditing, Management, Strategic Planning, Leadership, Accounting, Strategy, Sarbanes-Oxley Act
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1998
Masters, Accountancy
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1997
Bachelor of Science in Business Administration
WIRB-Copernicus Group August 2013 - Present
Copernicus Group IRB July 2011 - Present
Copernicus Group IRB January 2010 - July 2011
Copernicus Group IRB December 2008 - December 2009
Wachovia 2005 - 2008
Durking Group LLC 2002 - 2005
Stephens Inc. 2001 - 2002
Ernst & Young 1998 - 2001
Skills
Financial Modeling, Due Diligence, Financial Analysis, Financial Reporting, Forecasting, Corporate Finance, Finance, Process Improvement, Strategic Financial..., Budgets, Business Strategy, Internal Controls, Risk Management, Auditing, Management, Strategic Planning, Leadership, Accounting, Strategy, Sarbanes-Oxley Act
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1998
Masters, Accountancy
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1997
Bachelor of Science in Business Administration
Vien Chau's Wachovia Experience May 2003 - January 2007
Job Senior Manager, Retail Analytics and Insight at RBC Bank
Industry Financial Services
Experience
RBC Bank October 2009 - Present
Wachovia Bank February 2007 - October 2009
Wachovia May 2003 - January 2007
Wachovia June 1999 - April 2003
Skills
Analytics, Cross-functional Team..., Strategy, Financial Analysis, Data Analysis, Business Intelligence, Business Strategy, SAS programming, Decision Support, Data Analytics
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1995 — 1999
BSBA, Business - Finance
RBC Bank October 2009 - Present
Wachovia Bank February 2007 - October 2009
Wachovia May 2003 - January 2007
Wachovia June 1999 - April 2003
Skills
Analytics, Cross-functional Team..., Strategy, Financial Analysis, Data Analysis, Business Intelligence, Business Strategy, SAS programming, Decision Support, Data Analytics
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1995 — 1999
BSBA, Business - Finance
Jennifer Whalen Darwin's Wachovia Experience April 2007 - November 2008
Job Communications Manager at Bank of America
Industry Financial Services
Experience
Bank of America November 2008 - Present
Wachovia April 2007 - November 2008
Wachovia October 2005 - April 2007
Wachovia September 2003 - October 2005
Wachovia December 2001 - September 2003
Wachovia November 1999 - December 2001
SmartOnline, Inc. October 1998 - August 1999
Skills
Corporate Communications, Media Relations, Strategic Communications, Internal Communications, Public Relations, Crisis Communications, Press Releases, Speech Writing, Communications Planning, Editing, Strategic Planning, Leadership, Public Speaking, Management, Competitive Analysis, Budgets, Social Media
Education
University of North Carolina at Chapel Hill 1996 — 1999
JOMC, Journalism, Public Relations
Charlotte Catholic High School
Bank of America November 2008 - Present
Wachovia April 2007 - November 2008
Wachovia October 2005 - April 2007
Wachovia September 2003 - October 2005
Wachovia December 2001 - September 2003
Wachovia November 1999 - December 2001
SmartOnline, Inc. October 1998 - August 1999
Skills
Corporate Communications, Media Relations, Strategic Communications, Internal Communications, Public Relations, Crisis Communications, Press Releases, Speech Writing, Communications Planning, Editing, Strategic Planning, Leadership, Public Speaking, Management, Competitive Analysis, Budgets, Social Media
Education
University of North Carolina at Chapel Hill 1996 — 1999
JOMC, Journalism, Public Relations
Charlotte Catholic High School
Monica Hughes's Wachovia Experience 2002 - 2007
Job Communications Professional
Industry Marketing and Advertising
Experience
Trey W. Siner Insurance & Investments 2014 - Present
UNC Nutrition Research Institute 2009 - 2012
Wachovia 2002 - 2007
First Union National Bank 1995 - 2002
NC Small Business & Technolgy Development Center 1993 - 1995
Skills
Marketing Strategy, Entrepreneurship, Marketing, Start-ups, Project Management, Strategy, Program Management, Strategic Planning, Marketing Management, Leadership, Internal Communications, Management, Integrated Marketing, Process Improvement, Cross-functional Team..., Vendor Management, Online Marketing, Communication, Social Skills
Education
University of North Carolina at Charlotte - Belk College of Business 1992 — 1995
MBA, M.B.A., Marketing
University of North Carolina at Chapel Hill 1988 — 1992
BA, Industrial Relations
Trey W. Siner Insurance & Investments 2014 - Present
UNC Nutrition Research Institute 2009 - 2012
Wachovia 2002 - 2007
First Union National Bank 1995 - 2002
NC Small Business & Technolgy Development Center 1993 - 1995
Skills
Marketing Strategy, Entrepreneurship, Marketing, Start-ups, Project Management, Strategy, Program Management, Strategic Planning, Marketing Management, Leadership, Internal Communications, Management, Integrated Marketing, Process Improvement, Cross-functional Team..., Vendor Management, Online Marketing, Communication, Social Skills
Education
University of North Carolina at Charlotte - Belk College of Business 1992 — 1995
MBA, M.B.A., Marketing
University of North Carolina at Chapel Hill 1988 — 1992
BA, Industrial Relations
Christie Hill's Wachovia Experience 1989 - 2006
Job Chief Marketing Officer at First Citizens National Bank
Industry Banking
Experience
First Citizens Bank & Trust of South Carolina 2007 - Present
Wachovia Corporation, now Wells Fargo 1989 - 2006
Wachovia 1989 - 2006
Skills
Loans, Marketing, Retail, Banking, Customer Experience, Strategic Planning, Marketing Strategy, Leadership, Cross Selling, Financial Services, Customer Acquisition, Mortgage Lending, Retail Banking, Segmentation, Investments, Credit, Commercial Banking, Commercial Lending, Portfolio Management, Analytics, Relationship Management, Consumer Lending, Wealth Management
Education
University of North Carolina at Chapel Hill
Bachelor's degree
First Citizens Bank & Trust of South Carolina 2007 - Present
Wachovia Corporation, now Wells Fargo 1989 - 2006
Wachovia 1989 - 2006
Skills
Loans, Marketing, Retail, Banking, Customer Experience, Strategic Planning, Marketing Strategy, Leadership, Cross Selling, Financial Services, Customer Acquisition, Mortgage Lending, Retail Banking, Segmentation, Investments, Credit, Commercial Banking, Commercial Lending, Portfolio Management, Analytics, Relationship Management, Consumer Lending, Wealth Management
Education
University of North Carolina at Chapel Hill
Bachelor's degree
Alan C. Frazier's Wachovia Experience December 1996 - May 2007
Job SVP, Wells Fargo Bank, N.A., Managing Director, Executive Benefits
Industry Financial Services
Experience
Wells Fargo Bank, N.A. May 2007 - Present
Wachovia December 1996 - May 2007
Wachovia June 1986 - December 1996
Union Carbide 1985 - 1986
TRW July 1984 - March 1985
Skills
Retirement Planning, Investments, Employee Benefits, Relationship Management, 401k, Pensions, Mutual Funds, Financial Services, Retirement, Asset Allocation, Series 63, Asset Management, Life Insurance, Series 7, Series 24, Investment Management, Banking, Defined Benefit, Insurance, Asset Managment, Team Leadership, Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2007
Executive Program
University of North Carolina at Chapel Hill 1980 — 1984
BSBA
Wells Fargo Bank, N.A. May 2007 - Present
Wachovia December 1996 - May 2007
Wachovia June 1986 - December 1996
Union Carbide 1985 - 1986
TRW July 1984 - March 1985
Skills
Retirement Planning, Investments, Employee Benefits, Relationship Management, 401k, Pensions, Mutual Funds, Financial Services, Retirement, Asset Allocation, Series 63, Asset Management, Life Insurance, Series 7, Series 24, Investment Management, Banking, Defined Benefit, Insurance, Asset Managment, Team Leadership, Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2007
Executive Program
University of North Carolina at Chapel Hill 1980 — 1984
BSBA
Jack Kester, Jr.'s Wachovia Experience June 2002 - July 2008
Job Business Banking Partner Relationships and Strategy
Industry Banking
Experience
Wells Fargo Bank July 2008 - Present
Wachovia June 2002 - July 2008
Wachovia January 1997 - June 2002
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1979 — 1983
BS Business Administration, Finance, accounting, marketing, economics
Wells Fargo Bank July 2008 - Present
Wachovia June 2002 - July 2008
Wachovia January 1997 - June 2002
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1979 — 1983
BS Business Administration, Finance, accounting, marketing, economics
Ken Spry's Wachovia Experience InstructorDurham Technical Community CollegeAugust 1996 - December 2002
Job Lead Applications Programmer at Wachovia
Industry Computer Software
Experience
Wachovia InstructorDurham Technical Community CollegeAugust 1996 - December 2002
Compuware 1998 - 1999
Skills
Java, Web Services, SOA, Agile Methodologies, CRM, XML, CSS
Education
Durham Technical Community College 1995 — 1997
AAS, Business Computer Programming
Southeastern Baptist Theological Seminary 1987 — 1990
Masters, Divinity
University of North Carolina at Chapel Hill 1978 — 1982
BA, Psychology
Wachovia InstructorDurham Technical Community CollegeAugust 1996 - December 2002
Compuware 1998 - 1999
Skills
Java, Web Services, SOA, Agile Methodologies, CRM, XML, CSS
Education
Durham Technical Community College 1995 — 1997
AAS, Business Computer Programming
Southeastern Baptist Theological Seminary 1987 — 1990
Masters, Divinity
University of North Carolina at Chapel Hill 1978 — 1982
BA, Psychology
Jaime Page's Wachovia Experience October 2010 - May 2012
Job Financial Center Leader at BB&T
Industry Financial Services
Experience
BB&T May 2012 - Present
Wachovia October 2010 - May 2012
Vic Bailey Honda May 2005 - January 2011
Skills
Credit, Consumer Lending, Small Business Lending, Portfolio Management, Financial Analysis, Banking
Education
University of North Carolina at Chapel Hill
BB&T May 2012 - Present
Wachovia October 2010 - May 2012
Vic Bailey Honda May 2005 - January 2011
Skills
Credit, Consumer Lending, Small Business Lending, Portfolio Management, Financial Analysis, Banking
Education
University of North Carolina at Chapel Hill
Micah Belk's Wachovia Experience April 2007 - October 2009
Job Acquisition & Communications Marketing Program Manager, Carolinas Regional Banking at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2011 - Present
Wells Fargo July 2010 - April 2011
Wachovia, A Wells Fargo Company October 2009 - July 2010
Wachovia April 2007 - October 2009
Skills
Financial Services, Direct Marketing, Analytics, Mergers & Acquisitions, Marketing, Marketing Communications, Banking, Relationship Management, Strategic Planning, Credit, Segmentation
Education
University of North Carolina at Chapel Hill 1992 — 1996
BA in Journalism, Public Relations
Wells Fargo April 2011 - Present
Wells Fargo July 2010 - April 2011
Wachovia, A Wells Fargo Company October 2009 - July 2010
Wachovia April 2007 - October 2009
Skills
Financial Services, Direct Marketing, Analytics, Mergers & Acquisitions, Marketing, Marketing Communications, Banking, Relationship Management, Strategic Planning, Credit, Segmentation
Education
University of North Carolina at Chapel Hill 1992 — 1996
BA in Journalism, Public Relations
Ivan Johnson's Wachovia Experience January 2008 - January 2009
Job VP, Product Manager, Business Real Estate Financing at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2011 - Present
Wachovia, A Wells Fargo Company 2009 - May 2011
Wachovia January 2008 - January 2009
Skills
Direct Mail, Marketing, Product Management, Banking, Direct Marketing, Project Management, Financial Services, Portfolio Management, Credit, Underwriting, Multi-channel Marketing, Segmentation, Analytics
Education
University of North Carolina at Chapel Hill 1989 — 1993
BA, Journalism and Mass Communications, Business Administration
Wells Fargo May 2011 - Present
Wachovia, A Wells Fargo Company 2009 - May 2011
Wachovia January 2008 - January 2009
Skills
Direct Mail, Marketing, Product Management, Banking, Direct Marketing, Project Management, Financial Services, Portfolio Management, Credit, Underwriting, Multi-channel Marketing, Segmentation, Analytics
Education
University of North Carolina at Chapel Hill 1989 — 1993
BA, Journalism and Mass Communications, Business Administration
Shannon Vecchiarello's Wachovia Experience October 2001 - June 2007
Job Analyst/Consultant/Instructor
Industry Insurance
Experience
Financial Risk Analysts June 2008 - Present
Central Piedmont Community College August 2007 - Present
Wachovia October 2001 - June 2007
Wachovia, A Wells Fargo Company 2000 - 2007
Wachovia May 2000 - October 2001
RSA August 1998 - May 2000
Aon Consulting January 1998 - June 1998
Skills
Financial Analysis, Risk Management, Derivatives, Hedging, ALM, Treasury Management, Financial Modeling
Education
University of North Carolina at Chapel Hill 1996 — 1997
MAT, Mathematics
University of North Carolina at Chapel Hill 1990 — 1994
BA, Mathematics
Financial Risk Analysts June 2008 - Present
Central Piedmont Community College August 2007 - Present
Wachovia October 2001 - June 2007
Wachovia, A Wells Fargo Company 2000 - 2007
Wachovia May 2000 - October 2001
RSA August 1998 - May 2000
Aon Consulting January 1998 - June 1998
Skills
Financial Analysis, Risk Management, Derivatives, Hedging, ALM, Treasury Management, Financial Modeling
Education
University of North Carolina at Chapel Hill 1996 — 1997
MAT, Mathematics
University of North Carolina at Chapel Hill 1990 — 1994
BA, Mathematics
Patsy Linker's Wachovia Experience January 2000 - June 2009
Job Learning Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2009 - Present
Wachovia January 2000 - June 2009
Education
University of North Carolina at Chapel Hill 1973 — 1979
B.A., M.A., English, Speech Communication, Organizational Communication
Wells Fargo June 2009 - Present
Wachovia January 2000 - June 2009
Education
University of North Carolina at Chapel Hill 1973 — 1979
B.A., M.A., English, Speech Communication, Organizational Communication
Bill Bader's Wachovia Experience March 2005 - Present
Job tm at wachovia
Industry Banking
Experience
wachovia March 2005 - Present
CVS Pharmacy January 2001 - March 2005
Education
University of Nebraska-Lincoln 1992 — 1996
Bachelor of Science, Consumer Affairs and Business
wachovia March 2005 - Present
CVS Pharmacy January 2001 - March 2005
Education
University of Nebraska-Lincoln 1992 — 1996
Bachelor of Science, Consumer Affairs and Business
Angela English's Wachovia Experience September 2002 - April 2009
Job Senior Vice President, Director of Corporate Communications at First Citizens Bank & Trust of South Carolina
Industry Public Relations and Communications
Experience
First Citizens Bank & Trust of South Carolina April 2009 - Present
Wachovia September 2002 - April 2009
Skills
Corporate Communications, Internal Communications, Marketing, Marketing Communications, Media Relations, Press Releases, Public Relations, Strategic Communications, Crisis Management, Social Media, Advertising, Crisis Communications, Social Media Marketing, Blogging, Leadership, Integrated Marketing
Education
University of North Carolina at Chapel Hill
Bachelor's degrees (double major), Journalism and Mass Communications, and Spanish
First Citizens Bank & Trust of South Carolina April 2009 - Present
Wachovia September 2002 - April 2009
Skills
Corporate Communications, Internal Communications, Marketing, Marketing Communications, Media Relations, Press Releases, Public Relations, Strategic Communications, Crisis Management, Social Media, Advertising, Crisis Communications, Social Media Marketing, Blogging, Leadership, Integrated Marketing
Education
University of North Carolina at Chapel Hill
Bachelor's degrees (double major), Journalism and Mass Communications, and Spanish
Peter J. Anderson's Wachovia Experience 2008 - 2011
Job VP/Branch Sales Leader
Industry Banking
Experience
BankUnited November 2014 - Present
Big Brothers Big Sisters of the Suncoast September 2008 - Present
Regions Bank January 2011 - October 2014
Glasser Schoenbaum May 2013 - 2014
Giving Hunger the Blues 2004 - March 2013
Wachovia Bank of GA 2010 - 2012
Wachovia 2008 - 2011
Toyota of Sarasota 1996 - 2000
Skills
Small Business Lending, Loans, Public Speaking, Banking, Finance, Commercial Lending, Strategic Planning, Consumer Lending, Commercial Banking, Leadership, Small Business, Team Building, Customer Service, Management, Sales, Marketing Strategy, New Business Development, Real Estate, Mortgage Banking, Strategic Financial..., Marketing, Sales Management, Entrepreneurship, Coaching, Event Planning, Credit, Mortgage Lending, Branch Banking, Customer Retention
Education
University of New Haven 1977 — 1979
Broadcast Comunications
BankUnited November 2014 - Present
Big Brothers Big Sisters of the Suncoast September 2008 - Present
Regions Bank January 2011 - October 2014
Glasser Schoenbaum May 2013 - 2014
Giving Hunger the Blues 2004 - March 2013
Wachovia Bank of GA 2010 - 2012
Wachovia 2008 - 2011
Toyota of Sarasota 1996 - 2000
Skills
Small Business Lending, Loans, Public Speaking, Banking, Finance, Commercial Lending, Strategic Planning, Consumer Lending, Commercial Banking, Leadership, Small Business, Team Building, Customer Service, Management, Sales, Marketing Strategy, New Business Development, Real Estate, Mortgage Banking, Strategic Financial..., Marketing, Sales Management, Entrepreneurship, Coaching, Event Planning, Credit, Mortgage Lending, Branch Banking, Customer Retention
Education
University of New Haven 1977 — 1979
Broadcast Comunications
Catherine Houston's Wachovia Experience June 2009 - Present
Job Compliance Manager
Industry Banking
Experience
Wachovia June 2009 - Present
Wachovia Bank September 2008 - June 2009
Education
University of North Carolina at Chapel Hill
B.S., Business
Wachovia June 2009 - Present
Wachovia Bank September 2008 - June 2009
Education
University of North Carolina at Chapel Hill
B.S., Business
Chris Idol's Wachovia Experience 1992 - 2009
Job Senior Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2012 - Present
Wells Fargo May 2009 - August 2012
Wachovia 1992 - 2009
Wachovia Bank 1992 - 2009
Education
University of North Carolina at Charlotte - Belk College of Business 1989 — 1991
Masters, Business Administration
University of North Carolina at Chapel Hill 1978 — 1982
Bachelor of Science, Business Administration
Wells Fargo August 2012 - Present
Wells Fargo May 2009 - August 2012
Wachovia 1992 - 2009
Wachovia Bank 1992 - 2009
Education
University of North Carolina at Charlotte - Belk College of Business 1989 — 1991
Masters, Business Administration
University of North Carolina at Chapel Hill 1978 — 1982
Bachelor of Science, Business Administration
Stephen Wilson, CFA's Wachovia Experience January 1999 - November 2008
Job Senior Investment Strategist Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank March 2014 - Present
Solamere Advisors April 2009 - March 2014
Wachovia January 1999 - November 2008
Skills
Investment Strategies, Portfolio Management, Investments, Asset Allocation, Wealth Management, Alternative Investments, Asset Management, ETFs, Equities, Hedge Funds, Investment Advisory, Investment Management, Mutual Funds, Series 7, Fixed Income, High Net Worth...
Education
University of North Carolina at Chapel Hill 1988 — 1992
Business, Investments, Finance
Cary High School 1986 — 1988
Diploma
Wells Fargo Private Bank March 2014 - Present
Solamere Advisors April 2009 - March 2014
Wachovia January 1999 - November 2008
Skills
Investment Strategies, Portfolio Management, Investments, Asset Allocation, Wealth Management, Alternative Investments, Asset Management, ETFs, Equities, Hedge Funds, Investment Advisory, Investment Management, Mutual Funds, Series 7, Fixed Income, High Net Worth...
Education
University of North Carolina at Chapel Hill 1988 — 1992
Business, Investments, Finance
Cary High School 1986 — 1988
Diploma
Dan Hornfeck's Wachovia Experience June 1995 - December 2003
Job Executive Vice President at Carolina Bank
Industry Banking
Experience
NC Title Center 2008 - Present
Triad RMA January 2004 - Present
Carolina Bank December 2003 - Present
Wachovia June 1995 - December 2003
United States Navy May 1990 - June 1993
Skills
Commercial Lending, Small Business Lending, Credit Analysis, Loans, Credit
Education
University of North Carolina at Chapel Hill 1986 — 1990
BA, International Studies
CHS Class of 86 1982 — 1986
NC Title Center 2008 - Present
Triad RMA January 2004 - Present
Carolina Bank December 2003 - Present
Wachovia June 1995 - December 2003
United States Navy May 1990 - June 1993
Skills
Commercial Lending, Small Business Lending, Credit Analysis, Loans, Credit
Education
University of North Carolina at Chapel Hill 1986 — 1990
BA, International Studies
CHS Class of 86 1982 — 1986
Dexter Tinnin's Wachovia Experience February 1998 - September 2013
Job Process Manager VP at BB&T
Industry Banking
Experience
BB&T September 2013 - Present
Wachovia February 1998 - September 2013
Wachovia Bank February 1998 - September 2013
Wells Fargo 1998 - September 2013
Wells Fargo 1998 - 2013
Wachovia 1998 - 2005
Skills
Risk Management, Banking, Financial Analysis, Financial Modeling, Business Analysis, Portfolio Management, Strategic Financial..., Process Improvement, Financial Services, Business Process..., Vendor Management, Credit, Analysis, Financial Reporting, Payroll, Investment Banking, Relationship Management, Forecasting, Visio, Finance, Financial Planning
Education
UNC at Chapel Hill 1991 — 1995
Economics
University of North Carolina at Chapel Hill 1991 — 1995
BA, Economics
Bishop McGuinness High School 1987 — 1991
General Studies
BB&T September 2013 - Present
Wachovia February 1998 - September 2013
Wachovia Bank February 1998 - September 2013
Wells Fargo 1998 - September 2013
Wells Fargo 1998 - 2013
Wachovia 1998 - 2005
Skills
Risk Management, Banking, Financial Analysis, Financial Modeling, Business Analysis, Portfolio Management, Strategic Financial..., Process Improvement, Financial Services, Business Process..., Vendor Management, Credit, Analysis, Financial Reporting, Payroll, Investment Banking, Relationship Management, Forecasting, Visio, Finance, Financial Planning
Education
UNC at Chapel Hill 1991 — 1995
Economics
University of North Carolina at Chapel Hill 1991 — 1995
BA, Economics
Bishop McGuinness High School 1987 — 1991
General Studies
Evelyn Ageenko's Wachovia Experience May 2007 - August 2007
Job High Yield Sales at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities April 2014 - Present
Wells Fargo Securities August 2010 - March 2014
Wells Fargo July 2008 - July 2010
Wachovia May 2007 - August 2007
Research International February 2007 - May 2007
Skills
Syndicate, Series 7, Fixed Income, Investment Banking, Capital Markets, Securities, Bloomberg, Banking, Equities, Series 63, Investments, Valuation, Portfolio Management, Risk Management, Financial Modeling
Education
University of North Carolina at Chapel Hill 2004 — 2008
B.A, International Studies
University of Oxford
Wells Fargo Securities April 2014 - Present
Wells Fargo Securities August 2010 - March 2014
Wells Fargo July 2008 - July 2010
Wachovia May 2007 - August 2007
Research International February 2007 - May 2007
Skills
Syndicate, Series 7, Fixed Income, Investment Banking, Capital Markets, Securities, Bloomberg, Banking, Equities, Series 63, Investments, Valuation, Portfolio Management, Risk Management, Financial Modeling
Education
University of North Carolina at Chapel Hill 2004 — 2008
B.A, International Studies
University of Oxford
Craig Voyles's Wachovia Experience August 2005 - October 2009
Job Business Transformation Leader Procurement at Ingersoll Rand
Industry Industrial Automation
Experience
Ingersoll Rand October 2011 - Present
Wells Fargo October 2009 - October 2011
Wachovia August 2005 - October 2009
Titan Technology Partners April 2000 - May 2003
Norstan Consulting November 1997 - April 2000
Unifi Manufacturing, Inc. (makers of Repreve) May 1993 - November 1997
Skills
Process Improvement, Business Process..., Leadership, Vendor Management, Procurement, Business Analysis, Business Process, Change Management, Six Sigma, Cross-functional Team..., Program Management, ERP, SDLC, Business Transformation, Oracle E-Business Suite, Ariba
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1988 — 1992
BSBA, Business Administration
Ingersoll Rand October 2011 - Present
Wells Fargo October 2009 - October 2011
Wachovia August 2005 - October 2009
Titan Technology Partners April 2000 - May 2003
Norstan Consulting November 1997 - April 2000
Unifi Manufacturing, Inc. (makers of Repreve) May 1993 - November 1997
Skills
Process Improvement, Business Process..., Leadership, Vendor Management, Procurement, Business Analysis, Business Process, Change Management, Six Sigma, Cross-functional Team..., Program Management, ERP, SDLC, Business Transformation, Oracle E-Business Suite, Ariba
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1988 — 1992
BSBA, Business Administration
Laura Tidwell's Wachovia Experience July 2008 - December 2009
Job Deposit Products Group Marketing Manager at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo March 2015 - Present
Wells Fargo & Co. January 2010 - February 2015
Wachovia July 2008 - December 2009
Wachovia Bank February 2007 - June 2008
Wachovia Bank August 2005 - February 2007
Concentric Consumer Marketing October 2002 - August 2005
Eric Mower and Associates (formerly PriceMcNabb) July 2000 - October 2002
Mullen Advertising (formerly Long Haymes Carr) June 1998 - July 2000
Skills
Cross Selling, Financial Services, Relationship Management, Customer Acquisition, Segmentation, Customer Analysis, Direct Marketing, Integrated Marketing, Multi-channel Marketing, Relationship Marketing, Marketing Strategy, Leadership, Marketing, CRM, Competitive Analysis, Marketing Communications, Strategy
Education
University of North Carolina at Chapel Hill 1994 — 1998
B.S., Business Administration
Wells Fargo March 2015 - Present
Wells Fargo & Co. January 2010 - February 2015
Wachovia July 2008 - December 2009
Wachovia Bank February 2007 - June 2008
Wachovia Bank August 2005 - February 2007
Concentric Consumer Marketing October 2002 - August 2005
Eric Mower and Associates (formerly PriceMcNabb) July 2000 - October 2002
Mullen Advertising (formerly Long Haymes Carr) June 1998 - July 2000
Skills
Cross Selling, Financial Services, Relationship Management, Customer Acquisition, Segmentation, Customer Analysis, Direct Marketing, Integrated Marketing, Multi-channel Marketing, Relationship Marketing, Marketing Strategy, Leadership, Marketing, CRM, Competitive Analysis, Marketing Communications, Strategy
Education
University of North Carolina at Chapel Hill 1994 — 1998
B.S., Business Administration
Catherine Houston's Wachovia Experience September 2008 - June 2009
Job VP, Compliance/Enterprise Risk Management at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2009 - Present
Wachovia September 2008 - June 2009
Education
University of North Carolina at Chapel Hill
BS, Business
Wells Fargo June 2009 - Present
Wachovia September 2008 - June 2009
Education
University of North Carolina at Chapel Hill
BS, Business
Bruce Ledwith's Wachovia Experience 1973 - 2000
Job Director of Lender Development at DealerTrack
Industry Automotive
Experience
DealerTrack March 2003 - Present
Wachovia 1973 - 2000
Skills
Underwriting, Customer Retention, Relationship Management, Automotive, Consumer Lending, Credit, Financial Analysis, Process Improvement, Sales Management, Sales Process, Loans, Salesforce.com, Account Management, Profit, Dealers, Forecasting, Executive Management, Customer Satisfaction, Finance, Pricing, Selling, Sales, Sales Operations, Automobile, CRM, Vehicles, New Business Development, Competitive Analysis, Subprime, B2B, Automotive Aftermarket
Education
University of North Carolina at Chapel Hill 1969 — 1973
BA, Education / Business
DealerTrack March 2003 - Present
Wachovia 1973 - 2000
Skills
Underwriting, Customer Retention, Relationship Management, Automotive, Consumer Lending, Credit, Financial Analysis, Process Improvement, Sales Management, Sales Process, Loans, Salesforce.com, Account Management, Profit, Dealers, Forecasting, Executive Management, Customer Satisfaction, Finance, Pricing, Selling, Sales, Sales Operations, Automobile, CRM, Vehicles, New Business Development, Competitive Analysis, Subprime, B2B, Automotive Aftermarket
Education
University of North Carolina at Chapel Hill 1969 — 1973
BA, Education / Business
Timothy Diette's Wachovia Experience 2000 - 2002
Job The Harry E. and Mary Jane W. Redenbaugh Term Associate Professor of Economics at Washington and Lee University
Industry Higher Education
Experience
Washington and Lee University July 2015 - Present
Washington and Lee University July 2013 - Present
Washington and Lee University July 2006 - June 2013
Washington and Lee University July 2004 - June 2006
North Carolina Department of Revenue 2003 - 2004
Wachovia 2000 - 2002
Bank of America 1999 - 2000
Skills
Stata, Economics, Data Analysis, Statistics, Teaching, Education Policy..., Policy Analysis, Education Policy, Econometrics, Research, Public Speaking, Microsoft Office, Higher Education, Microsoft Excel, Nonprofits, PowerPoint, Microsoft Word, Quantitative Research
Education
University of North Carolina at Chapel Hill
PhD, Economics
University of North Carolina at Chapel Hill
MS, Economics
University of Vermont 1991 — 1995
BA, Economics and History
Washington and Lee University July 2015 - Present
Washington and Lee University July 2013 - Present
Washington and Lee University July 2006 - June 2013
Washington and Lee University July 2004 - June 2006
North Carolina Department of Revenue 2003 - 2004
Wachovia 2000 - 2002
Bank of America 1999 - 2000
Skills
Stata, Economics, Data Analysis, Statistics, Teaching, Education Policy..., Policy Analysis, Education Policy, Econometrics, Research, Public Speaking, Microsoft Office, Higher Education, Microsoft Excel, Nonprofits, PowerPoint, Microsoft Word, Quantitative Research
Education
University of North Carolina at Chapel Hill
PhD, Economics
University of North Carolina at Chapel Hill
MS, Economics
University of Vermont 1991 — 1995
BA, Economics and History
Chuck Dorton's Wachovia Experience March 2006 - May 2010
Job Apps Systems Engineer at Wells Fargo Bank
Industry Information Technology and Services
Experience
Wells Fargo Bank May 2010 - Present
Wachovia March 2006 - May 2010
Metavante May 2003 - March 2006
Advanced Financial Solutions 2003 - 2006
Net Friends, Inc August 2001 - April 2003
Skills
Microsoft SQL Server, SQL, Technical Support, SDLC, Business Analysis
Education
University of North Carolina at Chapel Hill 1996 — 2000
Wells Fargo Bank May 2010 - Present
Wachovia March 2006 - May 2010
Metavante May 2003 - March 2006
Advanced Financial Solutions 2003 - 2006
Net Friends, Inc August 2001 - April 2003
Skills
Microsoft SQL Server, SQL, Technical Support, SDLC, Business Analysis
Education
University of North Carolina at Chapel Hill 1996 — 2000
Ashis Shakya's Wachovia Experience June 2008 - August 2008
Job SR IT Business Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2013 - Present
EMC April 2012 - June 2013
EMC October 2010 - March 2012
EMC September 2009 - September 2010
Clearstone Properties July 2009 - August 2009
Wachovia June 2008 - August 2008
University Directories May 2007 - August 2007
Skills
Management Consulting, Management, Program Management, SDLC, Business Process..., IT Strategy, Change Management, Business Strategy, Data Analysis, Business Process, Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2009
Business Administration, Finance, Marketing
TIAA-CREF July 2013 - Present
EMC April 2012 - June 2013
EMC October 2010 - March 2012
EMC September 2009 - September 2010
Clearstone Properties July 2009 - August 2009
Wachovia June 2008 - August 2008
University Directories May 2007 - August 2007
Skills
Management Consulting, Management, Program Management, SDLC, Business Process..., IT Strategy, Change Management, Business Strategy, Data Analysis, Business Process, Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2009
Business Administration, Finance, Marketing
Chip Clark's Wachovia Experience 1983 - 2006
Job Attorney and Director at Bell, Davis & Pitt, P.A.
Industry Law Practice
Experience
Bell, Davis & Pitt, P.A. September 2006 - Present
Wachovia 1983 - 2006
Skills
Legal Research, Civil Litigation, Legal Writing, Litigation, Corporate Governance, Mergers & Acquisitions, Securities, Due Diligence
Education
University of North Carolina at Chapel Hill
Washington & Lee University School of Law
JD cum laude
Bell, Davis & Pitt, P.A. September 2006 - Present
Wachovia 1983 - 2006
Skills
Legal Research, Civil Litigation, Legal Writing, Litigation, Corporate Governance, Mergers & Acquisitions, Securities, Due Diligence
Education
University of North Carolina at Chapel Hill
Washington & Lee University School of Law
JD cum laude
Natasha Shumate's Wachovia Experience July 2002 - August 2010
Job Inventory Fulfillment Specialist at Lowe's Companies, Inc.
Industry Retail
Experience
Lowe's Companies, Inc. May 2014 - Present
Wachovia July 2002 - August 2010
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Accounting
Education
University of North Carolina at Chapel Hill 1997 — 2001
Bachelor of Arts (B.A.), English Language and Literature, General
Lowe's Companies, Inc. May 2014 - Present
Wachovia July 2002 - August 2010
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Accounting
Education
University of North Carolina at Chapel Hill 1997 — 2001
Bachelor of Arts (B.A.), English Language and Literature, General
Daribel Texidor's Wachovia Experience August 2005 - November 2007
Job Accounts Payable Administrator at Williamson County
Industry Accounting
Experience
Williamson County May 2014 - Present
BMO Harris Bank September 2011 - Present
Capital One Bank November 2007 - February 2011
Wachovia August 2005 - November 2007
Washington Mutual January 2004 - August 2005
Education
University of Nebraska at Omaha 1997 — 2001
Business Administration, Finance and Banking
Williamson County May 2014 - Present
BMO Harris Bank September 2011 - Present
Capital One Bank November 2007 - February 2011
Wachovia August 2005 - November 2007
Washington Mutual January 2004 - August 2005
Education
University of Nebraska at Omaha 1997 — 2001
Business Administration, Finance and Banking
Sharon Jessup's Wachovia Experience 1996 - 2003
Job Business Systems Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo 2013 - Present
Wells Fargo 2012 - 2013
Wachovia, A Wells Fargo Company 2003 - 2011
Wachovia 1996 - 2003
Skills
Business Requirements, Requirements Gathering, Management, Business Analysis, User Acceptance Testing, Data Mapping, Automation, SharePoint, Access, Documentation, Systems Analysis, First-Level Production..., Essbase, System Conversions, Telecom Merger..., Research, Reporting & Analysis, Telecom Expense..., EDI, Troubleshooting, Fixed Assets, Accounting, Outlook, Lotus Notes, Microsoft Office
Education
UNC Chapel Hill 1992 — 1996
BA, History/Political Science
Wells Fargo 2013 - Present
Wells Fargo 2012 - 2013
Wachovia, A Wells Fargo Company 2003 - 2011
Wachovia 1996 - 2003
Skills
Business Requirements, Requirements Gathering, Management, Business Analysis, User Acceptance Testing, Data Mapping, Automation, SharePoint, Access, Documentation, Systems Analysis, First-Level Production..., Essbase, System Conversions, Telecom Merger..., Research, Reporting & Analysis, Telecom Expense..., EDI, Troubleshooting, Fixed Assets, Accounting, Outlook, Lotus Notes, Microsoft Office
Education
UNC Chapel Hill 1992 — 1996
BA, History/Political Science
Mercedes Moore's Wachovia Experience September 2007 - July 2009
Job Head Teller/ Customer Service Representative at Capital Bank
Industry Banking
Experience
Capital Bank July 2009 - Present
Capital Bank July 2009 - Present
Wachovia, A Wells Fargo Company September 2007 - July 2009
Wachovia September 2007 - July 2009
Skills
North Carolina Notary..., Mac/PC proficient
Education
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor of Arts, History
University of North Carolina at Chapel Hill
Bachelor of Arts; S, History; U; History Since
Capital Bank July 2009 - Present
Capital Bank July 2009 - Present
Wachovia, A Wells Fargo Company September 2007 - July 2009
Wachovia September 2007 - July 2009
Skills
North Carolina Notary..., Mac/PC proficient
Education
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor of Arts, History
University of North Carolina at Chapel Hill
Bachelor of Arts; S, History; U; History Since
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.