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
Kelsey Gritt Kelsey Gritt's Wachovia Experience May 2002 - December 2006
Job Preschool Teacher at St. Albans Presschool
Industry Arts and Crafts
Experience
St. Alban's Preschool August 2011 - Present
Wachovia May 2002 - December 2006
Skills
Teaching, Customer Service
Education
UNC Charlotte
Bachelor of Arts (BA), Criminal Justice and Corrections
St. Alban's Preschool August 2011 - Present
Wachovia May 2002 - December 2006
Skills
Teaching, Customer Service
Education
UNC Charlotte
Bachelor of Arts (BA), Criminal Justice and Corrections
Preston Bergen Preston Bergen's Wachovia Experience 1988 - 2002
Job Senior Vice President at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets July 2002 - Present
The Natural Science Center of Greensboro June 2006 - November 2012
UNC Greensboro September 2010 - February 2012
UNC Greensboro June 2008 - February 2012
Guilford College 2006 - February 2012
Wachovia 1988 - 2002
Skills
Corporate Finance, Banking, Commercial Banking, Finance, Business Development, Financial Analysis, Portfolio Management, Underwriting, Leadership, Relationship Management, Negotiation, Strategic Planning, Risk Management, Credit, Fundraising, Commercial Lending, Loans, Mergers & Acquisitions, Credit Analysis, Sales Management, Customer Relations, Financial Modeling, Customer Service, Management
Education
Stonier Graduate School of Banking 2005 — 2007
Professional Degree, Bank Management
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1999
MBA, Finance
University of North Carolina at Greensboro 1985 — 1988
BA, Economics
BB&T Capital Markets July 2002 - Present
The Natural Science Center of Greensboro June 2006 - November 2012
UNC Greensboro September 2010 - February 2012
UNC Greensboro June 2008 - February 2012
Guilford College 2006 - February 2012
Wachovia 1988 - 2002
Skills
Corporate Finance, Banking, Commercial Banking, Finance, Business Development, Financial Analysis, Portfolio Management, Underwriting, Leadership, Relationship Management, Negotiation, Strategic Planning, Risk Management, Credit, Fundraising, Commercial Lending, Loans, Mergers & Acquisitions, Credit Analysis, Sales Management, Customer Relations, Financial Modeling, Customer Service, Management
Education
Stonier Graduate School of Banking 2005 — 2007
Professional Degree, Bank Management
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1999
MBA, Finance
University of North Carolina at Greensboro 1985 — 1988
BA, Economics
Craig Snider's Wachovia Experience November 2004 - August 2010
Job Operational Risk Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2010 - Present
Wachovia November 2004 - August 2010
VF Corporation 2001 - 2004
Arthur Andersen, LLP 1998 - 2001
Vanguard Supreme September 1997 - August 1998
Vanguard Supreme June 1995 - September 1997
Cracker Barrel June 1994 - May 1996
BDO USA, LLP June 1995 - August 1995
McDonald's June 1991 - August 1993
Skills
Risk Management, Auditing, Process Improvement, Disaster Recovery, Information Security, Project Planning, Sarbanes-Oxley, Sarbanes-Oxley Act, CISA, Internal Audit, Enterprise Risk..., Internal Controls, IT Audit, Financial Risk, Vendor Management, Operational Risk..., Banking, Visio, Business Analysis, Accounting, Business Continuity, Management, Information Security..., Financial Analysis, Access, Financial Modeling, Project Management, Data Analysis, Operational Risk, Finance, Information Technology, Leadership, Financial Services, Governance, Business Continuity..., Business Process..., Risk Assessment, Basel II, AML, Business Process
Education
University of North Carolina at Charlotte 1993 — 1998
BSBA, Management Information Systems
University of North Carolina at Charlotte 1993 — 1998
BS, Accounting
Southeast Guilford Senior High School 1989 — 1993
1993
Wells Fargo August 2010 - Present
Wachovia November 2004 - August 2010
VF Corporation 2001 - 2004
Arthur Andersen, LLP 1998 - 2001
Vanguard Supreme September 1997 - August 1998
Vanguard Supreme June 1995 - September 1997
Cracker Barrel June 1994 - May 1996
BDO USA, LLP June 1995 - August 1995
McDonald's June 1991 - August 1993
Skills
Risk Management, Auditing, Process Improvement, Disaster Recovery, Information Security, Project Planning, Sarbanes-Oxley, Sarbanes-Oxley Act, CISA, Internal Audit, Enterprise Risk..., Internal Controls, IT Audit, Financial Risk, Vendor Management, Operational Risk..., Banking, Visio, Business Analysis, Accounting, Business Continuity, Management, Information Security..., Financial Analysis, Access, Financial Modeling, Project Management, Data Analysis, Operational Risk, Finance, Information Technology, Leadership, Financial Services, Governance, Business Continuity..., Business Process..., Risk Assessment, Basel II, AML, Business Process
Education
University of North Carolina at Charlotte 1993 — 1998
BSBA, Management Information Systems
University of North Carolina at Charlotte 1993 — 1998
BS, Accounting
Southeast Guilford Senior High School 1989 — 1993
1993
Rick Miranda's Wachovia Experience 2005 - 2008
Job at Deloitte
Industry Management Consulting
Experience
Deloitte September 2010 - Present
Burt's Bees June 2009 - April 2010
Wachovia 2005 - 2008
Skills
Management Consulting, Strategic Planning, Business Process..., Performance Management, Process Design, Process Automation, Performance Dashboards, Project Management, Data Analysis, Business Analysis, Financial Analysis, Business Strategy, Financial Modeling, SharePoint, User Interface Design, Budgets, Project Planning, Finance, Training, Market Research, Recruiting, Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Global Supply Chain Management, Marketing
Thomas Wootton High School
Vanderbilt University
BA, Economics
Deloitte September 2010 - Present
Burt's Bees June 2009 - April 2010
Wachovia 2005 - 2008
Skills
Management Consulting, Strategic Planning, Business Process..., Performance Management, Process Design, Process Automation, Performance Dashboards, Project Management, Data Analysis, Business Analysis, Financial Analysis, Business Strategy, Financial Modeling, SharePoint, User Interface Design, Budgets, Project Planning, Finance, Training, Market Research, Recruiting, Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Global Supply Chain Management, Marketing
Thomas Wootton High School
Vanderbilt University
BA, Economics
Eileen Bridges Eileen Bridges's Wachovia Experience July 1995 - July 1996
Job Senior Vice President, End User Computing, Enterprise Mobile Apps at Bank of America
Industry Information Technology and Services
Experience
Bank of America July 2015 - Present
Aetna August 2014 - July 2015
Bank of America October 2013 - August 2014
Bank of America September 2012 - October 2013
Bank of America April 2010 - September 2012
Bank of America October 2009 - April 2010
Bank of America January 2001 - March 2009
Bank of America July 1996 - January 2001
Wachovia July 1995 - July 1996
Bank of America March 1993 - July 1995
Skills
Enterprise Architecture, Technical Architecture, IT Service Management, Strategic Planning, Risk Management, Vendor Management, Mobile Applications, Process Improvement, Banking, IT Strategy, Project Portfolio..., Mobile Technology, Mobile Payments, Emerging Technologies, Security, Strategy, Leadership, SDLC, Management, Integration, Disaster Recovery, Business Analysis, Cross-functional Team..., Information Security, IT Management, Data Center, Networking, Business Intelligence, Analysis, Telecommunications, Analytics, Mobile Devices, Testing, Information Technology, Wireless, Enterprise Software, Six Sigma, Consulting
Education
University of North Carolina at Charlotte
BSEET, MSCS
Bank of America July 2015 - Present
Aetna August 2014 - July 2015
Bank of America October 2013 - August 2014
Bank of America September 2012 - October 2013
Bank of America April 2010 - September 2012
Bank of America October 2009 - April 2010
Bank of America January 2001 - March 2009
Bank of America July 1996 - January 2001
Wachovia July 1995 - July 1996
Bank of America March 1993 - July 1995
Skills
Enterprise Architecture, Technical Architecture, IT Service Management, Strategic Planning, Risk Management, Vendor Management, Mobile Applications, Process Improvement, Banking, IT Strategy, Project Portfolio..., Mobile Technology, Mobile Payments, Emerging Technologies, Security, Strategy, Leadership, SDLC, Management, Integration, Disaster Recovery, Business Analysis, Cross-functional Team..., Information Security, IT Management, Data Center, Networking, Business Intelligence, Analysis, Telecommunications, Analytics, Mobile Devices, Testing, Information Technology, Wireless, Enterprise Software, Six Sigma, Consulting
Education
University of North Carolina at Charlotte
BSEET, MSCS
Yun Zhou Yun Zhou's Wachovia Experience December 2007 - June 2009
Job Staff User Researcher at Google
Industry Information Technology and Services
Experience
Google August 2014 - Present
Amazon.com June 2013 - July 2014
Ally Financial Inc. December 2010 - June 2013
Wells Fargo July 2009 - November 2010
Wachovia December 2007 - June 2009
Wachovia.com December 2004 - November 2007
Wachovia April 2003 - November 2004
Various Work While Attending Grad School Full Time January 2000 - November 2002
Hebei University July 1993 - July 1999
Freelance 1995 - 1999
Skills
Usability Engineering, User Experience, Usability Testing, User Research, Information Architecture, Usability, User-centered Design, Interaction Design, Market Research, Morae, Usability Labs, Ethnography, IDI, Process Improvement, Instructional Design, Technical Writing, Leadership Development, Performance Management, User Experience Design, Competitive Analysis, Strategy, Card Sorting, User Interface Design, Customer Experience, Heuristic Evaluation, Analytics
Education
University of North Carolina at Charlotte
MA, Communications
University of North Carolina at Charlotte
MA, English
Google August 2014 - Present
Amazon.com June 2013 - July 2014
Ally Financial Inc. December 2010 - June 2013
Wells Fargo July 2009 - November 2010
Wachovia December 2007 - June 2009
Wachovia.com December 2004 - November 2007
Wachovia April 2003 - November 2004
Various Work While Attending Grad School Full Time January 2000 - November 2002
Hebei University July 1993 - July 1999
Freelance 1995 - 1999
Skills
Usability Engineering, User Experience, Usability Testing, User Research, Information Architecture, Usability, User-centered Design, Interaction Design, Market Research, Morae, Usability Labs, Ethnography, IDI, Process Improvement, Instructional Design, Technical Writing, Leadership Development, Performance Management, User Experience Design, Competitive Analysis, Strategy, Card Sorting, User Interface Design, Customer Experience, Heuristic Evaluation, Analytics
Education
University of North Carolina at Charlotte
MA, Communications
University of North Carolina at Charlotte
MA, English
Gary Shuford II Gary Shuford II's Wachovia Experience March 1998 - 2005
Job Vice President at NFP
Industry Financial Services
Experience
NFP Corporate Services, (SE) Inc. May 2012 - Present
Elliott Davis Investment Advisors January 2008 - May 2012
Regions Trust 2005 - 2007
Wachovia March 1998 - 2005
Skills
Retirement Plan..., Defined Benefit, 401k, Retirement, Retirement Planning, Profit Sharing, Fiduciary, Research, ERISA, Mutual Funds, Financial Advisory, Investments, Securities, FINRA, Pensions, Investment Advisory
Education
University of North Carolina at Charlotte 1993 — 1997
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Shelby High School 1989 — 1993
Doctorate in Sports & Slacking Off
NFP Corporate Services, (SE) Inc. May 2012 - Present
Elliott Davis Investment Advisors January 2008 - May 2012
Regions Trust 2005 - 2007
Wachovia March 1998 - 2005
Skills
Retirement Plan..., Defined Benefit, 401k, Retirement, Retirement Planning, Profit Sharing, Fiduciary, Research, ERISA, Mutual Funds, Financial Advisory, Investments, Securities, FINRA, Pensions, Investment Advisory
Education
University of North Carolina at Charlotte 1993 — 1997
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Shelby High School 1989 — 1993
Doctorate in Sports & Slacking Off
Kavita Suppal's Wachovia Experience April 2006 - June 2008
Job
Industry Financial Services
Experience
State Street December 2014 - Present
Loring, Wolcott & Coolidge June 2008 - Present
Wachovia April 2006 - June 2008
Tiaa-Cref April 2004 - April 2006
Coastal Federal Credit Union August 2002 - April 2004
Skills
Internal Audit, Internal Controls, Financial Risk, Risk Management, Banking, Financial Reporting, Accounting, Analysis, OFAC, AML, Operational Risk
Education
University of North Carolina at Charlotte 2004 — 2006
MS
State Street December 2014 - Present
Loring, Wolcott & Coolidge June 2008 - Present
Wachovia April 2006 - June 2008
Tiaa-Cref April 2004 - April 2006
Coastal Federal Credit Union August 2002 - April 2004
Skills
Internal Audit, Internal Controls, Financial Risk, Risk Management, Banking, Financial Reporting, Accounting, Analysis, OFAC, AML, Operational Risk
Education
University of North Carolina at Charlotte 2004 — 2006
MS
Chris Palic Chris Palic's Wachovia Experience April 2007 - March 2009
Job Solutions Developer at Impact Financial Systems Inc.
Industry Information Technology and Services
Experience
Impact Financial Systems Inc. September 2013 - Present
Impact Financial Systems Inc. May 2013 - September 2013
Student at UNC Charlotte August 2010 - May 2013
Complex Systems Institute at UNC-Charlotte January 2011 - July 2011
Wachovia April 2007 - March 2009
Target October 2006 - April 2007
Target October 2001 - October 2006
Skills
C#, Microsoft SQL Server, T-SQL, ASP.NET, jQuery, JavaScript, Debugging, TeamCity, Microsoft Office, PHP, Leadership, Data Analysis, MySQL, Team Leadership, Microsoft Excel, PowerPoint, Analysis, Troubleshooting, Public Speaking, Access, Visio, Social Media, Time Management, Process Improvement, Customer Service, Project Management
Education
UNC Charlotte 2011 — 2013
Bachelor's degree, Management Information Systems, Magna Cum Laude
UNC Charlotte 2000 — 2006
Bachelors of Science, Computer Engineering
Impact Financial Systems Inc. September 2013 - Present
Impact Financial Systems Inc. May 2013 - September 2013
Student at UNC Charlotte August 2010 - May 2013
Complex Systems Institute at UNC-Charlotte January 2011 - July 2011
Wachovia April 2007 - March 2009
Target October 2006 - April 2007
Target October 2001 - October 2006
Skills
C#, Microsoft SQL Server, T-SQL, ASP.NET, jQuery, JavaScript, Debugging, TeamCity, Microsoft Office, PHP, Leadership, Data Analysis, MySQL, Team Leadership, Microsoft Excel, PowerPoint, Analysis, Troubleshooting, Public Speaking, Access, Visio, Social Media, Time Management, Process Improvement, Customer Service, Project Management
Education
UNC Charlotte 2011 — 2013
Bachelor's degree, Management Information Systems, Magna Cum Laude
UNC Charlotte 2000 — 2006
Bachelors of Science, Computer Engineering
Josh Frisk - MCTS, MCITP Josh Frisk - MCTS, MCITP's Wachovia Experience March 2007 - March 2008
Job Business Intelligence Developer at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2010 - Present
Wells Fargo October 2009 - February 2010
Wells Fargo June 2009 - October 2009
Wells Fargo March 2008 - June 2009
Wachovia March 2007 - March 2008
Wachovia June 2005 - March 2007
Wachovia May 2003 - June 2005
MICROLAB COMPUTERS September 2002 - May 2003
Skills
Microsoft SQL Server, SharePoint, SSRS, SSIS, Project Management, Performance Point, SharePoint Designer, SSAS 2008, Analysis Services, Requirements Gathering, Technical Writing, Software Installation, PowerPivot, InfoPath, SharePoint Workflows, Databases, Software Documentation, Business Intelligence, Information Technology, Management, Access, Business Analysis, SDLC, Process Improvement, Visio, Vendor Management, Leadership, Oracle, Requirements Analysis
Education
University of North Carolina at Charlotte 2012 — 2015
Master of Business Administration (MBA)
University of North Carolina at Charlotte 2005 — 2009
Master of Science
University of North Carolina at Charlotte 2005 — 2009
Graduate Certificate
University of North Carolina at Charlotte 2000 — 2005
Bachelor of Science
Wells Fargo February 2010 - Present
Wells Fargo October 2009 - February 2010
Wells Fargo June 2009 - October 2009
Wells Fargo March 2008 - June 2009
Wachovia March 2007 - March 2008
Wachovia June 2005 - March 2007
Wachovia May 2003 - June 2005
MICROLAB COMPUTERS September 2002 - May 2003
Skills
Microsoft SQL Server, SharePoint, SSRS, SSIS, Project Management, Performance Point, SharePoint Designer, SSAS 2008, Analysis Services, Requirements Gathering, Technical Writing, Software Installation, PowerPivot, InfoPath, SharePoint Workflows, Databases, Software Documentation, Business Intelligence, Information Technology, Management, Access, Business Analysis, SDLC, Process Improvement, Visio, Vendor Management, Leadership, Oracle, Requirements Analysis
Education
University of North Carolina at Charlotte 2012 — 2015
Master of Business Administration (MBA)
University of North Carolina at Charlotte 2005 — 2009
Master of Science
University of North Carolina at Charlotte 2005 — 2009
Graduate Certificate
University of North Carolina at Charlotte 2000 — 2005
Bachelor of Science
Ashley Curry's Wachovia Experience September 2006 - April 2007
Job Consultant Relationship Manager at Signature Consultants
Industry Staffing and Recruiting
Experience
Signature Consultants January 2010 - Present
Signature Consultants January 2010 - September 2010
Wachovia Corporation / Wells Fargo April 2007 - December 2009
Wachovia September 2006 - April 2007
Wachovia January 2006 - August 2006
Skills
Job Coaching, Talent Acquisition, Recruiting, Technical Recruiting, Applicant Tracking..., College Recruiting, Temporary Staffing, Temporary Placement, Internet Recruiting, Contract Recruitment, Vendor Management, Interviews, Benefits Negotiation, Management, Leadership, Networking, Staff Augmentation, Staffing Services, Executive Search, Onboarding, Permanent Placement, Cold Calling, Sourcing, Information Technology, Resume Writing, Human Resources, Talent Management, Screening, Screening Resumes, Employee Benefits, Employee Relations, Performance Management, Employee Engagement, HRIS, Hiring, Taleo, CRM, Training, Building Relationships, Workforce Planning, New Hire Orientations, Job Fairs
Education
University of North Carolina at Charlotte 2001 — 2005
Signature Consultants January 2010 - Present
Signature Consultants January 2010 - September 2010
Wachovia Corporation / Wells Fargo April 2007 - December 2009
Wachovia September 2006 - April 2007
Wachovia January 2006 - August 2006
Skills
Job Coaching, Talent Acquisition, Recruiting, Technical Recruiting, Applicant Tracking..., College Recruiting, Temporary Staffing, Temporary Placement, Internet Recruiting, Contract Recruitment, Vendor Management, Interviews, Benefits Negotiation, Management, Leadership, Networking, Staff Augmentation, Staffing Services, Executive Search, Onboarding, Permanent Placement, Cold Calling, Sourcing, Information Technology, Resume Writing, Human Resources, Talent Management, Screening, Screening Resumes, Employee Benefits, Employee Relations, Performance Management, Employee Engagement, HRIS, Hiring, Taleo, CRM, Training, Building Relationships, Workforce Planning, New Hire Orientations, Job Fairs
Education
University of North Carolina at Charlotte 2001 — 2005
Rick Buss Rick Buss's Wachovia Experience January 2005 - January 2008
Job Vice President at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo January 2008 - Present
Wachovia January 2005 - January 2008
Wachovia January 2000 - January 2005
Skills
Financial Analysis, Portfolio Management, Finance, Management, Risk Management, Series 7, Series 63, Wealth Management, Insurance, Asset Allocation, Leadership, Mutual Funds, Credit Risk, Credit, Due Diligence, Loans, Underwriting, Strategic Planning, Banking
Education
UNC Charlotte 1988 — 1993
BA, Political Science and Government
Millbrook High School
Wells Fargo January 2008 - Present
Wachovia January 2005 - January 2008
Wachovia January 2000 - January 2005
Skills
Financial Analysis, Portfolio Management, Finance, Management, Risk Management, Series 7, Series 63, Wealth Management, Insurance, Asset Allocation, Leadership, Mutual Funds, Credit Risk, Credit, Due Diligence, Loans, Underwriting, Strategic Planning, Banking
Education
UNC Charlotte 1988 — 1993
BA, Political Science and Government
Millbrook High School
Kenneth Daily Kenneth Daily's Wachovia Experience September 2000 - February 2010
Job Financial Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2014 - Present
Wells Fargo Bank, N.A. April 2012 - November 2014
Wachovia September 2000 - February 2010
Wachovia, A Wells Fargo Company 2007 - 2008
Skills
SQL, Process Improvement, Program Management, SAS, Process Engineering, Data Warehousing, Financial Analysis, Financial Risk, Credit, Portfolio Management, Forecasting, Analytics, CAS - The Collateral..., Analysis, Business Analysis
Education
University of North Carolina at Charlotte
post bach, Computer Science
Wells Fargo November 2014 - Present
Wells Fargo Bank, N.A. April 2012 - November 2014
Wachovia September 2000 - February 2010
Wachovia, A Wells Fargo Company 2007 - 2008
Skills
SQL, Process Improvement, Program Management, SAS, Process Engineering, Data Warehousing, Financial Analysis, Financial Risk, Credit, Portfolio Management, Forecasting, Analytics, CAS - The Collateral..., Analysis, Business Analysis
Education
University of North Carolina at Charlotte
post bach, Computer Science
Patrick Ready Patrick Ready's Wachovia Experience January 2006 - November 2008
Job Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo June 2013 - Present
US Army January 2011 - April 2013
US Army November 2008 - January 2011
Wachovia January 2006 - November 2008
North Carolina National Guard October 1996 - November 2008
Wachovia February 2005 - January 2006
Bank of America January 2002 - February 2005
Bank of America June 2000 - January 2002
Skills
Financial Services, IT Management, IT Strategy, IT Operations, Technical Leadership, Leadership, Microsoft Technologies, Banking Technologies, Investment Banking, Distributed Systems, Distributed Development, Real Estate Investor, Project Management, SDLC, Microsoft SQL Server, Risk Management, Security Clearance, Loan Origination, Mortgage Lending, Banking, Windows, Strategy, Management, Process Improvement, Business Analysis, Command, Troubleshooting
Education
University of South Carolina - The Moore School of Business 2013 — 2015
Master of Business Administration (MBA)
University of North Carolina at Charlotte 1997 — 2004
Bachelors of Science, Computer Science
Terry Farr School of Real Estate
Broker
Wells Fargo June 2013 - Present
US Army January 2011 - April 2013
US Army November 2008 - January 2011
Wachovia January 2006 - November 2008
North Carolina National Guard October 1996 - November 2008
Wachovia February 2005 - January 2006
Bank of America January 2002 - February 2005
Bank of America June 2000 - January 2002
Skills
Financial Services, IT Management, IT Strategy, IT Operations, Technical Leadership, Leadership, Microsoft Technologies, Banking Technologies, Investment Banking, Distributed Systems, Distributed Development, Real Estate Investor, Project Management, SDLC, Microsoft SQL Server, Risk Management, Security Clearance, Loan Origination, Mortgage Lending, Banking, Windows, Strategy, Management, Process Improvement, Business Analysis, Command, Troubleshooting
Education
University of South Carolina - The Moore School of Business 2013 — 2015
Master of Business Administration (MBA)
University of North Carolina at Charlotte 1997 — 2004
Bachelors of Science, Computer Science
Terry Farr School of Real Estate
Broker
Carole Laughlin, SPHR Carole Laughlin, SPHR's Wachovia Experience 1992 - 2005
Job HR Consulting Contractor at The Galilee Agency
Industry Human Resources
Experience
The Galilee Agency August 2005 - Present
Wachovia 1992 - 2005
Apple Computer 1982 - 1992
APPLE 1982 - 1992
Education
University of North Carolina at Charlotte
Business
The Galilee Agency August 2005 - Present
Wachovia 1992 - 2005
Apple Computer 1982 - 1992
APPLE 1982 - 1992
Education
University of North Carolina at Charlotte
Business
Cat Ward's Wachovia Experience June 2008 - December 2010
Job VP, Digital Media Consultant & Product Manager
Industry Financial Services
Experience
Wells Fargo January 2014 - Present
Wells Fargo May 2009 - January 2014
Wachovia June 2008 - December 2010
Wachovia September 2007 - December 2009
Wachovia January 2008 - May 2009
Wachovia May 2007 - June 2008
Wachovia September 2005 - January 2008
VisionCor 2000 - 2005
First Union 1994 - 1998
Skills
Product Management, Technical Writing, Testing, Business Analysis, Taxonomy, Applied Linguistics, Intranet, Strategy, SharePoint, Cross-functional Team..., Thought Leadership, Diversity Leadership, Leadership, Training, Content Management, Social Networking, Software Documentation, Project Management, Requirements Analysis, Change Management, Banking, Business Process..., Risk Management, Business Intelligence, Project Portfolio..., Analysis, Enterprise Software, Strategic Planning, Marketing
Education
University of North Carolina at Charlotte 2005 — 2011
MA, English - Linguistics
University of North Carolina at Charlotte 1991 — 1994
BA, English
Wells Fargo January 2014 - Present
Wells Fargo May 2009 - January 2014
Wachovia June 2008 - December 2010
Wachovia September 2007 - December 2009
Wachovia January 2008 - May 2009
Wachovia May 2007 - June 2008
Wachovia September 2005 - January 2008
VisionCor 2000 - 2005
First Union 1994 - 1998
Skills
Product Management, Technical Writing, Testing, Business Analysis, Taxonomy, Applied Linguistics, Intranet, Strategy, SharePoint, Cross-functional Team..., Thought Leadership, Diversity Leadership, Leadership, Training, Content Management, Social Networking, Software Documentation, Project Management, Requirements Analysis, Change Management, Banking, Business Process..., Risk Management, Business Intelligence, Project Portfolio..., Analysis, Enterprise Software, Strategic Planning, Marketing
Education
University of North Carolina at Charlotte 2005 — 2011
MA, English - Linguistics
University of North Carolina at Charlotte 1991 — 1994
BA, English
Blake Bommelje Blake Bommelje's Wachovia Experience 2006 - 2006
Job President at True North Technologies
Industry Information Technology and Services
Experience
True North Technologies January 2014 - Present
True North Consulting September 2011 - Present
Kratos Defense and Security Solutions September 2010 - September 2011
Kadix Systems September 2009 - March 2011
Booz Allen Hamilton February 2009 - September 2009
Department of Homeland Security 2007 - 2009
Wachovia 2006 - 2006
Skills
Business Development, CEH, Process Improvement, PMP, Business Strategy, Government Contracting, SDLC, Analysis, Program Management, Change Management, Security, DoD, Strategy, Business Process..., SharePoint, Vulnerability Assessment, Requirements Analysis, Systems Engineering, IT Strategy, Configuration Management, SOA, Risk Management, Network Security, Information Assurance, Risk Assessment, Management Consulting, Proposal Writing, Business Intelligence, PMO, Penetration Testing, Business Process..., Strategic Planning, ITIL, Visio, Project Management, Information Security, CMMI, Government, Software Project..., Security Clearance, CISSP, Business Analysis, Information Security..., Enterprise Architecture, Integration, Business Transformation, Data Analysis, FISMA, Governance
Education
University of North Carolina at Charlotte 2005 — 2008
BA, Software and Information Systems; Political Science
NC School of Science and Math 2003 — 2005
True North Technologies January 2014 - Present
True North Consulting September 2011 - Present
Kratos Defense and Security Solutions September 2010 - September 2011
Kadix Systems September 2009 - March 2011
Booz Allen Hamilton February 2009 - September 2009
Department of Homeland Security 2007 - 2009
Wachovia 2006 - 2006
Skills
Business Development, CEH, Process Improvement, PMP, Business Strategy, Government Contracting, SDLC, Analysis, Program Management, Change Management, Security, DoD, Strategy, Business Process..., SharePoint, Vulnerability Assessment, Requirements Analysis, Systems Engineering, IT Strategy, Configuration Management, SOA, Risk Management, Network Security, Information Assurance, Risk Assessment, Management Consulting, Proposal Writing, Business Intelligence, PMO, Penetration Testing, Business Process..., Strategic Planning, ITIL, Visio, Project Management, Information Security, CMMI, Government, Software Project..., Security Clearance, CISSP, Business Analysis, Information Security..., Enterprise Architecture, Integration, Business Transformation, Data Analysis, FISMA, Governance
Education
University of North Carolina at Charlotte 2005 — 2008
BA, Software and Information Systems; Political Science
NC School of Science and Math 2003 — 2005
Evan Dixon Evan Dixon's Wachovia Experience June 2005 - August 2005
Job IT Professional | Communications Catalyst | Forward Thinker | Lifelong Learner
Industry Information Technology and Services
Experience
Wells Fargo July 2012 - Present
Dixon Creations March 2004 - Present
McIntosh Law Firm, P.C. January 2012 - July 2012
Camaro Specialty Co. / F-Body Motorsports August 2006 - May 2009
District Design Studio June 2007 - January 2009
Wachovia June 2005 - August 2005
Skills
System Architecture, System Administration, Network Architecture, Social Networking, Technical Support, Nonprofits, Windows, OS X, Linux, VMware, iOS, Android, Software Development, User Interface Design, Software Documentation, Cisco UCS, HP Proliant, Dell PowerEdge Servers, 3PAR, ZFS, Organizational..., Networking, Photography, Website Development, Software Quality..., WordPress, Windows Azure Pack, Imperva, Process Improvement, Conflict Management, Change Management, Technical Writing, Communication, Computer Hardware, HTML, CSS, Adobe Creative Suite, Final Cut Pro, Customer Service, Digital Photography, Videography, Graphic Design, Leadership
Education
University of North Carolina at Charlotte 2007 — 2012
Organizational Communications, Communication and Media Studies
Wells Fargo July 2012 - Present
Dixon Creations March 2004 - Present
McIntosh Law Firm, P.C. January 2012 - July 2012
Camaro Specialty Co. / F-Body Motorsports August 2006 - May 2009
District Design Studio June 2007 - January 2009
Wachovia June 2005 - August 2005
Skills
System Architecture, System Administration, Network Architecture, Social Networking, Technical Support, Nonprofits, Windows, OS X, Linux, VMware, iOS, Android, Software Development, User Interface Design, Software Documentation, Cisco UCS, HP Proliant, Dell PowerEdge Servers, 3PAR, ZFS, Organizational..., Networking, Photography, Website Development, Software Quality..., WordPress, Windows Azure Pack, Imperva, Process Improvement, Conflict Management, Change Management, Technical Writing, Communication, Computer Hardware, HTML, CSS, Adobe Creative Suite, Final Cut Pro, Customer Service, Digital Photography, Videography, Graphic Design, Leadership
Education
University of North Carolina at Charlotte 2007 — 2012
Organizational Communications, Communication and Media Studies
Jonathan Stamper, SAS 9 Certified Jonathan Stamper, SAS 9 Certified's Wachovia Experience June 2007 - February 2009
Job AVP, Senior Financial Analyst Acct Mgt at Bank of America
Industry Financial Services
Experience
Bank of America June 2014 - Present
Bank of America January 2012 - June 2014
Ally Financial Inc. August 2010 - January 2012
Wells Fargo August 2009 - August 2010
Wachovia Bank February 2009 - July 2009
Wachovia Bank May 2008 - February 2009
Wachovia June 2007 - February 2009
Biltmore Estate May 2006 - August 2006
UNCC - Department of Sociology February 2005 - August 2006
Music49 Inc. January 2006 - April 2006
Skills
SAS, SQL, VBA, SharePoint, Microsoft Office, Technical Writing, Data Analysis, Process Improvement, Visio, Business Analysis, Analytics, Risk Management, Quality Assurance, SAS programming, HTML, Microsoft Excel, Change Control, HTML + CSS, Functional Management, Risk Analysis, Project Coordination, Data Management, Microsoft SQL Server, Business Process..., Visual Basic, Databases, Teradata, Netezza, Oracle, Software Documentation, Program Management
Education
University of North Carolina at Charlotte 2003 — 2007
English, Business, Management Information Systems, Computer Science, Communications
East Rowan High School 1999 — 2003
Diploma, Honors and Advanced Placement classes
Bank of America June 2014 - Present
Bank of America January 2012 - June 2014
Ally Financial Inc. August 2010 - January 2012
Wells Fargo August 2009 - August 2010
Wachovia Bank February 2009 - July 2009
Wachovia Bank May 2008 - February 2009
Wachovia June 2007 - February 2009
Biltmore Estate May 2006 - August 2006
UNCC - Department of Sociology February 2005 - August 2006
Music49 Inc. January 2006 - April 2006
Skills
SAS, SQL, VBA, SharePoint, Microsoft Office, Technical Writing, Data Analysis, Process Improvement, Visio, Business Analysis, Analytics, Risk Management, Quality Assurance, SAS programming, HTML, Microsoft Excel, Change Control, HTML + CSS, Functional Management, Risk Analysis, Project Coordination, Data Management, Microsoft SQL Server, Business Process..., Visual Basic, Databases, Teradata, Netezza, Oracle, Software Documentation, Program Management
Education
University of North Carolina at Charlotte 2003 — 2007
English, Business, Management Information Systems, Computer Science, Communications
East Rowan High School 1999 — 2003
Diploma, Honors and Advanced Placement classes
Joe Harper's Wachovia Experience May 2003 - December 2008
Job Director of IT / Senior Engineer
Industry Information Technology and Services
Experience
TrustPoint International / OrcaTec LLC January 2009 - Present
Wachovia May 2003 - December 2008
Wachovia, A Wells Fargo Company 2002 - 2008
InterCerve May 2001 - May 2003
Price Waterhouse Coopers May 1997 - May 2001
Skills
Cloud Computing, Disaster Recovery, Process Improvement, Integration, SaaS, Lotus Notes, Vendor Management, Visio, Data Center, ITIL, Software Documentation, Servers, Enterprise Software, Microsoft Exchange, Active Directory, Management, Windows Server, Enterprise Architecture, Microsoft SQL Server, IT Management, IT Operations, SQL, IIS, Project Management, IT Strategy, Technical Support, Microsoft Technologies, System Administration, Virtualization, Leadership, Networking
Education
University of North Carolina at Charlotte 1995 — 1997
Bachelor of Science (B.S.), Electrical Engineering Technology
Coastal Carolina Community College 1992 — 1994
Associate of Science (A.S.), Electronic Engineering Technology
TrustPoint International / OrcaTec LLC January 2009 - Present
Wachovia May 2003 - December 2008
Wachovia, A Wells Fargo Company 2002 - 2008
InterCerve May 2001 - May 2003
Price Waterhouse Coopers May 1997 - May 2001
Skills
Cloud Computing, Disaster Recovery, Process Improvement, Integration, SaaS, Lotus Notes, Vendor Management, Visio, Data Center, ITIL, Software Documentation, Servers, Enterprise Software, Microsoft Exchange, Active Directory, Management, Windows Server, Enterprise Architecture, Microsoft SQL Server, IT Management, IT Operations, SQL, IIS, Project Management, IT Strategy, Technical Support, Microsoft Technologies, System Administration, Virtualization, Leadership, Networking
Education
University of North Carolina at Charlotte 1995 — 1997
Bachelor of Science (B.S.), Electrical Engineering Technology
Coastal Carolina Community College 1992 — 1994
Associate of Science (A.S.), Electronic Engineering Technology
Cathy L. Gardner Cathy L. Gardner's Wachovia Experience January 2002 - February 2003
Job Communication Planning and Management
Industry Public Relations and Communications
Experience
Measurement Incorporated April 2007 - Present
Various Colleges and Universities 2004 - 2010
Bank of America March 2003 - June 2004
Wachovia January 2002 - February 2003
First Union Home Equity Bank March 1996 - December 2002
GreenPoint Mortgage January 1991 - February 1996
Skills
Strategic Communications, Editing, Newsletters, Leadership, Training, Strategy, Marketing, Technical Writing, Strategic Planning, Project Planning, Copy Editing, Social Media, Event Planning, Public Speaking, Creative Writing, Corporate Communications, Public Relations, Marketing Communications, Management, Writing
Education
University of North Carolina at Charlotte
Master of Arts (M.A.), English
Wingate University
Bachelor of Science, Biology
Measurement Incorporated April 2007 - Present
Various Colleges and Universities 2004 - 2010
Bank of America March 2003 - June 2004
Wachovia January 2002 - February 2003
First Union Home Equity Bank March 1996 - December 2002
GreenPoint Mortgage January 1991 - February 1996
Skills
Strategic Communications, Editing, Newsletters, Leadership, Training, Strategy, Marketing, Technical Writing, Strategic Planning, Project Planning, Copy Editing, Social Media, Event Planning, Public Speaking, Creative Writing, Corporate Communications, Public Relations, Marketing Communications, Management, Writing
Education
University of North Carolina at Charlotte
Master of Arts (M.A.), English
Wingate University
Bachelor of Science, Biology
Clint Salzman Clint Salzman's Wachovia Experience December 2005 - November 2007
Job AVP, Portal Product Manager
Industry Financial Services
Experience
Wells Fargo February 2002 - Present
Wachovia December 2005 - November 2007
Wachovia August 2003 - December 2005
Skills
SharePoint, Agile Methodologies, Integration, Requirements Gathering, Software Documentation, Web Services, Enterprise Software, Business Process, Testing, Strategy, Analysis, Microsoft Technologies, Microsoft Office..., Intranet, User Acceptance Testing, Business Analysis, Process Improvement, Business Requirements, Requirements Analysis, Portals
Education
University of North Carolina at Charlotte 1992 — 1998
Bachelor, Marketing
Wells Fargo February 2002 - Present
Wachovia December 2005 - November 2007
Wachovia August 2003 - December 2005
Skills
SharePoint, Agile Methodologies, Integration, Requirements Gathering, Software Documentation, Web Services, Enterprise Software, Business Process, Testing, Strategy, Analysis, Microsoft Technologies, Microsoft Office..., Intranet, User Acceptance Testing, Business Analysis, Process Improvement, Business Requirements, Requirements Analysis, Portals
Education
University of North Carolina at Charlotte 1992 — 1998
Bachelor, Marketing
Anna Sison- Principal, The Archipelago Group's Wachovia Experience January 2002 - September 2009
Job Proven HR Consultant working with Financial Services, Healthcare, Public and NonProfit Leaders
Industry Human Resources
Experience
Wells Fargo March 2014 - Present
The Archipelago Group llc January 2010 - Present
The Community Building Initiative April 2013 - May 2015
Women's Inter-Cultural Exchange 2009 - 2014
Innovation Institute at McColl Center for Visual Art December 2010 - December 2012
Wachovia January 2002 - September 2009
Wachovia, A Wells Fargo Company September 1998 - January 2002
First Union National Bank September 1995 - September 1998
Stork Screens America June 1992 - June 1994
Personnel Services at the University of North Carolina, Charlotte August 1991 - December 1993
Skills
Executive Coaching, Organizational..., Talent Management, Culture Change, Diversity & Inclusion, HR Consulting, Change Management, Strategic Planning, Strategy, Management, Leadership, Leadership Development, Nonprofits, Performance Consulting, Employee Engagement, Coaching, Organizational..., Management Consulting, Succession Planning, Workshop Facilitation, Personnel Management, Employee Relations, Organizational Design, Consulting, Human Resources, Performance Management, Career Development, MBTI, 360 Feedback, Talent Acquisition, Executive Development, Conflict Resolution, Workforce Planning, Onboarding
Education
University of North Carolina at Charlotte 1993 — 1995
MA abt, Industrial Organizational Psychology
University of North Carolina at Charlotte 1988 — 1992
BA, General Psychology
Wells Fargo March 2014 - Present
The Archipelago Group llc January 2010 - Present
The Community Building Initiative April 2013 - May 2015
Women's Inter-Cultural Exchange 2009 - 2014
Innovation Institute at McColl Center for Visual Art December 2010 - December 2012
Wachovia January 2002 - September 2009
Wachovia, A Wells Fargo Company September 1998 - January 2002
First Union National Bank September 1995 - September 1998
Stork Screens America June 1992 - June 1994
Personnel Services at the University of North Carolina, Charlotte August 1991 - December 1993
Skills
Executive Coaching, Organizational..., Talent Management, Culture Change, Diversity & Inclusion, HR Consulting, Change Management, Strategic Planning, Strategy, Management, Leadership, Leadership Development, Nonprofits, Performance Consulting, Employee Engagement, Coaching, Organizational..., Management Consulting, Succession Planning, Workshop Facilitation, Personnel Management, Employee Relations, Organizational Design, Consulting, Human Resources, Performance Management, Career Development, MBTI, 360 Feedback, Talent Acquisition, Executive Development, Conflict Resolution, Workforce Planning, Onboarding
Education
University of North Carolina at Charlotte 1993 — 1995
MA abt, Industrial Organizational Psychology
University of North Carolina at Charlotte 1988 — 1992
BA, General Psychology
TINA HARLAN, Writer & Editor TINA HARLAN, Writer & Editor's Wachovia Experience September 2005 - July 2007
Job Writing | Editing | Marketing, Corporate & Technical Communications | Certified Professional Resume Writer (CPRW)
Industry Writing and Editing
Experience
Words That Work Communications August 2007 - Present
Wachovia September 2005 - July 2007
Premier Inc. 1998 - 2004
IRM Insurance 1990 - 1997
Belk Stores Services 1981 - 1986
WBTV 1970 - 1976
Skills
Marketing Communications, Copy Editing, Technical Writing, Corporate Communications, Customer Relations, Search Engine..., Strategic Planning, Budget Management, New Business Development, Brand & Identity..., Creative Direction, Resumes, LinkedIn Profiles, Bios, Cover Letters, Articles, Newsletters, Website Content, Healthcare, Financial Services, Legal Sector, Information Technology, Insurance, Retail, Broadcasting, Software Development..., User Manuals, Training & Development, MS Office, MS SharePoint, MS Publisher, Lotus Notes, SnagIt, Acrobat, PhotoShop, Visio
Education
University of North Carolina at Charlotte
BA
Winthrop University
Graduate work in
Words That Work Communications August 2007 - Present
Wachovia September 2005 - July 2007
Premier Inc. 1998 - 2004
IRM Insurance 1990 - 1997
Belk Stores Services 1981 - 1986
WBTV 1970 - 1976
Skills
Marketing Communications, Copy Editing, Technical Writing, Corporate Communications, Customer Relations, Search Engine..., Strategic Planning, Budget Management, New Business Development, Brand & Identity..., Creative Direction, Resumes, LinkedIn Profiles, Bios, Cover Letters, Articles, Newsletters, Website Content, Healthcare, Financial Services, Legal Sector, Information Technology, Insurance, Retail, Broadcasting, Software Development..., User Manuals, Training & Development, MS Office, MS SharePoint, MS Publisher, Lotus Notes, SnagIt, Acrobat, PhotoShop, Visio
Education
University of North Carolina at Charlotte
BA
Winthrop University
Graduate work in
Deborah Hendrix Deborah Hendrix's Wachovia Experience 2007 - July 2009
Job Financial Crimes Manager ATM/Debit Card Claims and Online Banking Fraud Claims Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank July 2009 - Present
Wachovia 2007 - July 2009
Wachovia Bank 2006 - 2007
Wachovia 2003 - 2006
Wachovia 2001 - 2003
First Union National Bank 1999 - 2001
Skills
Credit Cards, Fraud Prevention, Fraud, Fraud Investigations, Inventory Management, Loss Prevention, Risk Management, Loss Mitigation, Financial Crime, Financial Crimes..., Dispute Resolution
Education
University of North Carolina at Charlotte 1997 — 2000
BA, Criminal Justice
Wells Fargo Bank July 2009 - Present
Wachovia 2007 - July 2009
Wachovia Bank 2006 - 2007
Wachovia 2003 - 2006
Wachovia 2001 - 2003
First Union National Bank 1999 - 2001
Skills
Credit Cards, Fraud Prevention, Fraud, Fraud Investigations, Inventory Management, Loss Prevention, Risk Management, Loss Mitigation, Financial Crime, Financial Crimes..., Dispute Resolution
Education
University of North Carolina at Charlotte 1997 — 2000
BA, Criminal Justice
Monica Tourish-Hunter's Wachovia Experience September 2003 - September 2009
Job Global Sanctions at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2010 - Present
Wachovia September 2003 - September 2009
Royal & SunAlliance March 1997 - September 2003
Victor O. Schinnerer & Co., Inc. May 1989 - February 1997
Skills
Professional Liability, Insurance, Underwriting, Risk Management, Strategy, Property & Casualty..., Enterprise Risk..., Program Management, Project Management
Education
University of North Carolina at Charlotte 1983 — 1987
Bachelors
Wells Fargo March 2010 - Present
Wachovia September 2003 - September 2009
Royal & SunAlliance March 1997 - September 2003
Victor O. Schinnerer & Co., Inc. May 1989 - February 1997
Skills
Professional Liability, Insurance, Underwriting, Risk Management, Strategy, Property & Casualty..., Enterprise Risk..., Program Management, Project Management
Education
University of North Carolina at Charlotte 1983 — 1987
Bachelors
Greg Norman Greg Norman's Wachovia Experience August 2007 - January 2010
Job Finance, Treasury & Tax Practice Lead at Carlisle & Gallagher Consulting Group
Industry Financial Services
Experience
Carlisle & Gallagher Consulting Group December 2013 - Present
Wells Fargo January 2010 - December 2013
Wachovia August 2007 - January 2010
Duke Energy 1997 - 2006
DukeSolutions 1997 - 2000
First Union 1995 - 1997
Skills
CPA, Financial Analysis, Business Analysis, Business Transformation, Innovation, New Business Development, Commercial Insight, Leadership, Change Management, Financial Risk..., Risk Management, Financial Modeling, Mergers, Financial Risk, Credit Risk, Banking, Enterprise Risk..., Credit, Process Improvement, Due Diligence, Cost Accounting, Department Budgeting, Financial Forecasting, Revenue Forecasting, Energy, Contract Negotiation, Outsourcing, Strategic Planning, VoIP, Budgets, Strategy, Forecasting, Project Finance, Internal Controls, Finance, Mergers
Education
University of North Carolina at Charlotte 1990 — 1993
BS, Accounting
University of North Carolina School of the Arts 1983 — 1985
Carlisle & Gallagher Consulting Group December 2013 - Present
Wells Fargo January 2010 - December 2013
Wachovia August 2007 - January 2010
Duke Energy 1997 - 2006
DukeSolutions 1997 - 2000
First Union 1995 - 1997
Skills
CPA, Financial Analysis, Business Analysis, Business Transformation, Innovation, New Business Development, Commercial Insight, Leadership, Change Management, Financial Risk..., Risk Management, Financial Modeling, Mergers, Financial Risk, Credit Risk, Banking, Enterprise Risk..., Credit, Process Improvement, Due Diligence, Cost Accounting, Department Budgeting, Financial Forecasting, Revenue Forecasting, Energy, Contract Negotiation, Outsourcing, Strategic Planning, VoIP, Budgets, Strategy, Forecasting, Project Finance, Internal Controls, Finance, Mergers
Education
University of North Carolina at Charlotte 1990 — 1993
BS, Accounting
University of North Carolina School of the Arts 1983 — 1985
Edward Henson Edward Henson's Wachovia Experience January 2009 - May 2009
Job Officer Sr. Operations Analyst Bank of America
Industry Financial Services
Experience
Bank of America July 2012 - Present
Bank of America April 2010 - July 2012
Wachovia January 2009 - May 2009
Wyndham Capital Mortgage January 2007 - November 2007
Skills
Mortgage Banking, Mortgage Lending, Credit, Loans, Credit Analysis, Refinance, Banking, Underwriting, FHA, Loan Origination, Relationship Management, Credit Risk, Financial Services, Mortgage, Conventional, Mortgage Industry, Loss Mitigation, Default, Real Estate, Loan Servicing, Risk Analysis, Risk Assessment, Customer Service, Sales, Management
Education
University of North Carolina at Charlotte 1994 — 1999
BSBA, Marketing
University of North Carolina at Charlotte
Bank of America July 2012 - Present
Bank of America April 2010 - July 2012
Wachovia January 2009 - May 2009
Wyndham Capital Mortgage January 2007 - November 2007
Skills
Mortgage Banking, Mortgage Lending, Credit, Loans, Credit Analysis, Refinance, Banking, Underwriting, FHA, Loan Origination, Relationship Management, Credit Risk, Financial Services, Mortgage, Conventional, Mortgage Industry, Loss Mitigation, Default, Real Estate, Loan Servicing, Risk Analysis, Risk Assessment, Customer Service, Sales, Management
Education
University of North Carolina at Charlotte 1994 — 1999
BSBA, Marketing
University of North Carolina at Charlotte
Dewey Norwood Jr.'s Wachovia Experience September 2000 - April 2007
Job Wells Fargo Government and Community Relations
Industry Banking
Experience
Wells Fargo September 2012 - Present
Wells Fargo February 2010 - September 2012
Wells Fargo April 2007 - February 2010
Wachovia September 2000 - April 2007
Skills
Banking, Internal Communications, Corporate Communications, Leadership, Relationship Management, Financial Services, Retail Banking
Education
University of North Carolina at Charlotte 1994 — 1997
BA, Political Science
Wells Fargo September 2012 - Present
Wells Fargo February 2010 - September 2012
Wells Fargo April 2007 - February 2010
Wachovia September 2000 - April 2007
Skills
Banking, Internal Communications, Corporate Communications, Leadership, Relationship Management, Financial Services, Retail Banking
Education
University of North Carolina at Charlotte 1994 — 1997
BA, Political Science
Paul Reeves Leopard Paul Reeves Leopard's Wachovia Experience 2004 - 2008
Job Implementation Consultant
Industry Professional Training & Coaching
Experience
Wells Fargo Home Mortgage January 2015 - Present
Wells Fargo January 2012 - December 2014
VisionCor, Inc. November 2004 - September 2008
Wachovia 2004 - 2008
Skills
Instructional Design, Training Delivery, Change Management, Training, Management, Workshop Facilitation, Performance Improvement, Banking, Coaching, Employee Training, Instructor-led Training, Performance Management, Needs Analysis, Leadership Development, Organizational..., Blended Learning, Organizational...
Education
University of North Carolina at Charlotte 1985 — 1988
BA Business Administration, Finance with concentration in Marketing/Advertising
Parkwood High School 1980 — 1982
Wells Fargo Home Mortgage January 2015 - Present
Wells Fargo January 2012 - December 2014
VisionCor, Inc. November 2004 - September 2008
Wachovia 2004 - 2008
Skills
Instructional Design, Training Delivery, Change Management, Training, Management, Workshop Facilitation, Performance Improvement, Banking, Coaching, Employee Training, Instructor-led Training, Performance Management, Needs Analysis, Leadership Development, Organizational..., Blended Learning, Organizational...
Education
University of North Carolina at Charlotte 1985 — 1988
BA Business Administration, Finance with concentration in Marketing/Advertising
Parkwood High School 1980 — 1982
Peter Leeds Peter Leeds's Wachovia Experience July 2004 - April 2006
Job Vice President, Operations Analyst at Wells Fargo Company
Industry Banking
Experience
Wells Fargo October 2010 - Present
Wachovia, A Wells Fargo Company January 2010 - September 2010
Wachovia Bank December 2006 - December 2009
First Place April 2006 - December 2006
Wachovia July 2004 - April 2006
Wachovia Bank April 2000 - July 2004
First Union National Bank November 1996 - April 2000
Federal Reserve Bank of Richmond April 1988 - November 1996
Skills
Essbase, Access, Financial Planning, Microstrategy, Data Management, Automation, Decision Support, Analysis, Relational Databases, Consultancy, Process Improvement, Financial Analysis, Financial Reporting, Excel, Banking, Financial Modeling, Data Warehousing, Forecasting, Business Analysis, Budgeting, Data Analysis, Strategic Planning, SQL, Process Engineering, Business Intelligence, Analytics, Mergers, Problem Solving, Management Consulting, Data Mining, MS Project, Requirements Analysis, MIS, Accounting, Program Management, Budgets, Business Process..., Strategic Financial..., Management, Mergers & Acquisitions, Financial Services, Project Management, Operations Management, Microsoft Excel, Databases, Vendor Management
Education
University of North Carolina at Charlotte - Belk College of Business 1998 — 1999
MBA, Marketing
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1978 — 1982
BS, Business Administration
Wells Fargo October 2010 - Present
Wachovia, A Wells Fargo Company January 2010 - September 2010
Wachovia Bank December 2006 - December 2009
First Place April 2006 - December 2006
Wachovia July 2004 - April 2006
Wachovia Bank April 2000 - July 2004
First Union National Bank November 1996 - April 2000
Federal Reserve Bank of Richmond April 1988 - November 1996
Skills
Essbase, Access, Financial Planning, Microstrategy, Data Management, Automation, Decision Support, Analysis, Relational Databases, Consultancy, Process Improvement, Financial Analysis, Financial Reporting, Excel, Banking, Financial Modeling, Data Warehousing, Forecasting, Business Analysis, Budgeting, Data Analysis, Strategic Planning, SQL, Process Engineering, Business Intelligence, Analytics, Mergers, Problem Solving, Management Consulting, Data Mining, MS Project, Requirements Analysis, MIS, Accounting, Program Management, Budgets, Business Process..., Strategic Financial..., Management, Mergers & Acquisitions, Financial Services, Project Management, Operations Management, Microsoft Excel, Databases, Vendor Management
Education
University of North Carolina at Charlotte - Belk College of Business 1998 — 1999
MBA, Marketing
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1978 — 1982
BS, Business Administration
Jeff Gregg Jeff Gregg's Wachovia Experience December 1998 - March 2007
Job Technology Manager at Wells Fargo
Industry Computer Software
Experience
Wells Fargo July 2010 - Present
Imagination Technologies, Inc. May 2007 - July 2010
Wachovia December 1998 - March 2007
Bank of America August 1994 - December 1998
Micro-Ware Technologies January 1993 - August 1994
Skills
C#, ASP.NET, Web Development, SQL Server, JavaScript, Silverlight, ADO.NET Data Services, HTML, SharePoint, Software Project..., Microsoft SQL Server, .NET, XML, Web Services, Software Development, Databases, Integration, Agile Methodologies, SDLC, Enterprise Software, Scrum, Web Applications, IIS, WCF, T-SQL, Enterprise Architecture, SOA, Visio, IT Strategy, Process Improvement, Strategy, IT Management, Vendor Management, SSRS, Consulting
Education
University of North Carolina at Charlotte 1987 — 1996
BSBA, Computer Science
University of North Carolina at Charlotte 1987 — 1996
BA, Computer Science
Wells Fargo July 2010 - Present
Imagination Technologies, Inc. May 2007 - July 2010
Wachovia December 1998 - March 2007
Bank of America August 1994 - December 1998
Micro-Ware Technologies January 1993 - August 1994
Skills
C#, ASP.NET, Web Development, SQL Server, JavaScript, Silverlight, ADO.NET Data Services, HTML, SharePoint, Software Project..., Microsoft SQL Server, .NET, XML, Web Services, Software Development, Databases, Integration, Agile Methodologies, SDLC, Enterprise Software, Scrum, Web Applications, IIS, WCF, T-SQL, Enterprise Architecture, SOA, Visio, IT Strategy, Process Improvement, Strategy, IT Management, Vendor Management, SSRS, Consulting
Education
University of North Carolina at Charlotte 1987 — 1996
BSBA, Computer Science
University of North Carolina at Charlotte 1987 — 1996
BA, Computer Science
Greg Ross Greg Ross's Wachovia Experience January 2005 - June 2009
Job Senior Consultant at Carlisle & Gallagher Consulting Group
Industry Management Consulting
Experience
Carlisle & Gallagher Consulting Group September 2011 - Present
Wachovia, A Wells Fargo Company April 2010 - March 2011
Wachovia, A Wells Fargo Company September 2009 - April 2010
Wachovia January 2005 - June 2009
First Union/Wachovia, Charlotte, NC May 2000 - January 2005
First Union National Bank, Charlotte, NC October 1998 - May 2000
First Union National Bank, Charlotte, NC December 1995 - October 1998
The Peninsula Club, Huntersville, NC April 1991 - August 1994
Pine Lakes Intl. Country Club, Myrtle Beach, SC July 1988 - April 1991
Skills
Business Analysis, Banking, Process Improvement, Vendor Management, Financial Services, SDLC, Visio, Process Management, Governance, Analytics, Management, E-commerce, Volunteer Management, Project Management, Program Management, Strategy, Team Building, Web Services, Software Project..., User Acceptance Testing, Enterprise Architecture, Change Management, Analysis, Requirements Analysis, Board Development, Cross-functional Team..., PMO, Enterprise Software, Management Consulting, Integration, Agile Methodologies, Alumni Affairs, Project Portfolio..., Business Process, Business Process..., Requirements Gathering, Business Intelligence, Testing, PMP, Business Requirements, IT Strategy, IT Management, Solution Architecture, Leadership, Project Delivery, SOA, Product Management, Resource Management, Systems Analysis, Architectures
Education
University of North Carolina at Charlotte 1983 — 1988
Bachelor of Arts, Business Administration, concentration in Marketing & Sales
Carlisle & Gallagher Consulting Group September 2011 - Present
Wachovia, A Wells Fargo Company April 2010 - March 2011
Wachovia, A Wells Fargo Company September 2009 - April 2010
Wachovia January 2005 - June 2009
First Union/Wachovia, Charlotte, NC May 2000 - January 2005
First Union National Bank, Charlotte, NC October 1998 - May 2000
First Union National Bank, Charlotte, NC December 1995 - October 1998
The Peninsula Club, Huntersville, NC April 1991 - August 1994
Pine Lakes Intl. Country Club, Myrtle Beach, SC July 1988 - April 1991
Skills
Business Analysis, Banking, Process Improvement, Vendor Management, Financial Services, SDLC, Visio, Process Management, Governance, Analytics, Management, E-commerce, Volunteer Management, Project Management, Program Management, Strategy, Team Building, Web Services, Software Project..., User Acceptance Testing, Enterprise Architecture, Change Management, Analysis, Requirements Analysis, Board Development, Cross-functional Team..., PMO, Enterprise Software, Management Consulting, Integration, Agile Methodologies, Alumni Affairs, Project Portfolio..., Business Process, Business Process..., Requirements Gathering, Business Intelligence, Testing, PMP, Business Requirements, IT Strategy, IT Management, Solution Architecture, Leadership, Project Delivery, SOA, Product Management, Resource Management, Systems Analysis, Architectures
Education
University of North Carolina at Charlotte 1983 — 1988
Bachelor of Arts, Business Administration, concentration in Marketing & Sales
Rita D Chambers Rita D Chambers's Wachovia Experience 2006 - February 2010
Job Release Services Manager, Internet Services Group at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2010 - Present
Wachovia 2006 - February 2010
Wachovia/First Union 1998 - 2008
Wachovia/First Union 1995 - 2005
First Union 1983 - 1995
Skills
Mortgage Lending, Mortgage Banking, Business Analysis, Banking, Underwriting, Loans
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1978 — 1982
BSBA, Business, Finance
Sanderson High School
Wells Fargo January 2010 - Present
Wachovia 2006 - February 2010
Wachovia/First Union 1998 - 2008
Wachovia/First Union 1995 - 2005
First Union 1983 - 1995
Skills
Mortgage Lending, Mortgage Banking, Business Analysis, Banking, Underwriting, Loans
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1978 — 1982
BSBA, Business, Finance
Sanderson High School
Darryl Logsdon Darryl Logsdon's Wachovia Experience September 2001 - October 2010
Job Systems Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo November 1984 - Present
Wachovia September 2001 - October 2010
First Union 1986 - 2000
Skills
SDLC, Data Warehousing, Business Analysis, Requirements Gathering, Requirements Analysis, Business Requirements, Software Documentation, Microsoft SQL Server, Visio, Data Modeling, SharePoint, User Acceptance Testing, ETL
Education
University of North Carolina at Charlotte 1982 — 1984
BA, Computer Science
Western Kentucky University 1978 — 1981
Computer Science
Wells Fargo November 1984 - Present
Wachovia September 2001 - October 2010
First Union 1986 - 2000
Skills
SDLC, Data Warehousing, Business Analysis, Requirements Gathering, Requirements Analysis, Business Requirements, Software Documentation, Microsoft SQL Server, Visio, Data Modeling, SharePoint, User Acceptance Testing, ETL
Education
University of North Carolina at Charlotte 1982 — 1984
BA, Computer Science
Western Kentucky University 1978 — 1981
Computer Science
Marian Phillips Marian Phillips's Wachovia Experience June 1998 - December 2008
Job SVP, Wells Fargo
Industry Banking
Experience
Wells Fargo June 1978 - Present
Wachovia June 1998 - December 2008
First Union June 1978 - June 1998
Skills
Credit, Banking, Philanthropy, Leadership, Strategic Planning, Mortgage Banking, Strategy, Customer Service, Financial Analysis, Process Improvement, Business Analysis
Education
University of North Carolina at Charlotte 1973 — 1978
BA, Spanish, Business
Wells Fargo June 1978 - Present
Wachovia June 1998 - December 2008
First Union June 1978 - June 1998
Skills
Credit, Banking, Philanthropy, Leadership, Strategic Planning, Mortgage Banking, Strategy, Customer Service, Financial Analysis, Process Improvement, Business Analysis
Education
University of North Carolina at Charlotte 1973 — 1978
BA, Spanish, Business
Elliot Lawrence, CAM Elliot Lawrence, CAM's Wachovia Experience November 2004 - May 2007
Job Director of Facilities at Timbers Resorts
Industry Facilities Services
Experience
Timbers Resorts January 2014 - Present
One Steamboat Place December 2009 - Present
Timbers Resorts October 2008 - December 2009
TCD, Inc May 2007 - September 2008
Wachovia November 2004 - May 2007
Wachovia August 2003 - November 2004
Wachovia July 2000 - August 2003
First Union January 2000 - July 2000
First Union May 1997 - January 2000
Skills
Project Management, Contract Management, Real Estate, Analysis, Construction, Contract Negotiation, Customer Service, Facilities Management, Project Estimation, Project Planning, Real Estate Development, Renovation, Sales, Management, Negotiation, Property Management, Process Scheduler, Budgets
Education
University of North Carolina at Charlotte 1994 — 1999
BS & BA, Criminal Justice and Communication Studies
Timbers Resorts January 2014 - Present
One Steamboat Place December 2009 - Present
Timbers Resorts October 2008 - December 2009
TCD, Inc May 2007 - September 2008
Wachovia November 2004 - May 2007
Wachovia August 2003 - November 2004
Wachovia July 2000 - August 2003
First Union January 2000 - July 2000
First Union May 1997 - January 2000
Skills
Project Management, Contract Management, Real Estate, Analysis, Construction, Contract Negotiation, Customer Service, Facilities Management, Project Estimation, Project Planning, Real Estate Development, Renovation, Sales, Management, Negotiation, Property Management, Process Scheduler, Budgets
Education
University of North Carolina at Charlotte 1994 — 1999
BS & BA, Criminal Justice and Communication Studies
David Malament David Malament's Wachovia Experience April 2007 - February 2009
Job Software Engineer at Levvel, LLC
Industry Information Technology and Services
Experience
Levvel, LLC August 2015 - Present
David Laurence Portraits June 2008 - Present
Wells Fargo Securities November 2011 - August 2015
Wells Fargo January 2011 - November 2011
Wells Fargo February 2009 - December 2010
Wachovia April 2007 - February 2009
FontGear, Inc. August 2002 - January 2008
CrossWay Community Church June 2006 - April 2007
Skills
Web Services, Software Development, SDLC, Business Analysis, Java, Java Enterprise Edition, SOA, Agile Methodologies, Enterprise Architecture, Continuous Integration, Kanban, JavaScript, HTML5, Ext JS, Maven, WPF Development, WPF, REST, JSON, AngularJS, Capital Markets, Credit Risk, Market Risk, Counterparty Risk, PnL, VAR, Calypso, C# 4.0, NuGet, jQuery, UI Design, Graphic Design, Typography, UX, Node.js, Oracle Coherence, Famo.us, Tomcat, Autosys, SQL, RDBMS, Spring Framework, JPA, Hibernate, Subversion, Git
Education
University of North Carolina at Charlotte 2002 — 2006
BS, Computer Science, 3.8 GPA
Levvel, LLC August 2015 - Present
David Laurence Portraits June 2008 - Present
Wells Fargo Securities November 2011 - August 2015
Wells Fargo January 2011 - November 2011
Wells Fargo February 2009 - December 2010
Wachovia April 2007 - February 2009
FontGear, Inc. August 2002 - January 2008
CrossWay Community Church June 2006 - April 2007
Skills
Web Services, Software Development, SDLC, Business Analysis, Java, Java Enterprise Edition, SOA, Agile Methodologies, Enterprise Architecture, Continuous Integration, Kanban, JavaScript, HTML5, Ext JS, Maven, WPF Development, WPF, REST, JSON, AngularJS, Capital Markets, Credit Risk, Market Risk, Counterparty Risk, PnL, VAR, Calypso, C# 4.0, NuGet, jQuery, UI Design, Graphic Design, Typography, UX, Node.js, Oracle Coherence, Famo.us, Tomcat, Autosys, SQL, RDBMS, Spring Framework, JPA, Hibernate, Subversion, Git
Education
University of North Carolina at Charlotte 2002 — 2006
BS, Computer Science, 3.8 GPA
Diane Hayes's Wachovia Experience 1998 - 2000
Job Leadership and Sales Experience
Industry Financial Services
Experience
Wells Fargo 1999 - 2005
Wachovia 1998 - 2000
Wachovia 1997 - 1999
First Union December 1995 - May 1997
Skills
Banking, Management, Cash management, Call Centers, Credit, Team Leadership, Fundraising, Educational Fundraising, Sales Process
Education
University of North Carolina at Charlotte 1990 — 1994
Bachelor's Degree, Political Science and Government
University of North Carolina at Charlotte 1990 — 1994
Bachelor's degree, Political Science and Government
Wells Fargo 1999 - 2005
Wachovia 1998 - 2000
Wachovia 1997 - 1999
First Union December 1995 - May 1997
Skills
Banking, Management, Cash management, Call Centers, Credit, Team Leadership, Fundraising, Educational Fundraising, Sales Process
Education
University of North Carolina at Charlotte 1990 — 1994
Bachelor's Degree, Political Science and Government
University of North Carolina at Charlotte 1990 — 1994
Bachelor's degree, Political Science and Government
Jonathan Chap Jonathan Chap's Wachovia Experience March 2008 - June 2010
Job Business Systems Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2014 - Present
Wells Fargo June 2011 - January 2014
Wells Fargo June 2010 - June 2011
Wachovia March 2008 - June 2010
Wachovia August 2003 - March 2008
Wachovia June 2003 - August 2003
Skills
Visio, SharePoint, SQL, InfoPath, Microsoft Office, HTML, CSS, JavaScript, Windows 7, Apple OS, XML, C++ Language, Active Directory, Business Analysis, Microsoft SQL Server, Partnerships, SDLC, Testing, Agile Methodologies, Software Documentation, Technical Support, Troubleshooting, Process Improvement, System Administration, Project Management, OS X, Building Relationships, Banking
Education
University of North Carolina at Charlotte 2003 — 2007
B.S., Computer Engineering
Wells Fargo January 2014 - Present
Wells Fargo June 2011 - January 2014
Wells Fargo June 2010 - June 2011
Wachovia March 2008 - June 2010
Wachovia August 2003 - March 2008
Wachovia June 2003 - August 2003
Skills
Visio, SharePoint, SQL, InfoPath, Microsoft Office, HTML, CSS, JavaScript, Windows 7, Apple OS, XML, C++ Language, Active Directory, Business Analysis, Microsoft SQL Server, Partnerships, SDLC, Testing, Agile Methodologies, Software Documentation, Technical Support, Troubleshooting, Process Improvement, System Administration, Project Management, OS X, Building Relationships, Banking
Education
University of North Carolina at Charlotte 2003 — 2007
B.S., Computer Engineering
Angie Burnikel Angie Burnikel's Wachovia Experience 2005 - 2008
Job Owner at Aufait Consulting
Industry Retail
Experience
RiverRoad Waste Solutions, Inc. 2013 - Present
Aufait Consulting October 2012 - Present
Fortune 500 Retailer May 2009 - October 2012
Fortune 500 Retailer May 2009 - October 2011
Wachovia 2005 - 2008
Family Dollar 2003 - 2005
Skills
Access, Forecasting, Microsoft Excel, Business Analysis, Process Improvement, Analysis, Budgets
Education
University of North Carolina at Charlotte 2012 — 2014
MBA, Concentration in Business Analytics
CHS!
RiverRoad Waste Solutions, Inc. 2013 - Present
Aufait Consulting October 2012 - Present
Fortune 500 Retailer May 2009 - October 2012
Fortune 500 Retailer May 2009 - October 2011
Wachovia 2005 - 2008
Family Dollar 2003 - 2005
Skills
Access, Forecasting, Microsoft Excel, Business Analysis, Process Improvement, Analysis, Budgets
Education
University of North Carolina at Charlotte 2012 — 2014
MBA, Concentration in Business Analytics
CHS!
DeEtte Damon DeEtte Damon's Wachovia Experience September 1998 - August 2001
Job Branch Manager at Aquesta Bank
Industry Banking
Experience
Aquesta Bank June 2015 - Present
First Citizens Bank January 2010 - May 2012
First Citizens Bank May 2006 - January 2010
First Citizens Bank September 2004 - May 2006
Sound Bank August 2001 - September 2004
Wachovia September 1998 - August 2001
Skills
Mortgage Lending, Commercial Banking, Loans, Banking, Commercial Lending, Customer Service, Credit, Credit Analysis, Small Business, Coaching, Financial Services, Credit Risk, Risk Management, Underwriting, Small Business Lending, Sales, Consumer Lending, Investments, Mortgage Banking, Management, Leadership, Team Building
Education
UNCC 2012 — 2014
Bachelor of Applied Science (B.A.Sc.), Business Management
Aquesta Bank June 2015 - Present
First Citizens Bank January 2010 - May 2012
First Citizens Bank May 2006 - January 2010
First Citizens Bank September 2004 - May 2006
Sound Bank August 2001 - September 2004
Wachovia September 1998 - August 2001
Skills
Mortgage Lending, Commercial Banking, Loans, Banking, Commercial Lending, Customer Service, Credit, Credit Analysis, Small Business, Coaching, Financial Services, Credit Risk, Risk Management, Underwriting, Small Business Lending, Sales, Consumer Lending, Investments, Mortgage Banking, Management, Leadership, Team Building
Education
UNCC 2012 — 2014
Bachelor of Applied Science (B.A.Sc.), Business Management
Brian McGraw Brian McGraw's Wachovia Experience 2003 - 2008
Job Management Consultant
Industry Banking
Experience
The DARTON GROUP August 2010 - Present
Wachovia 2003 - 2008
Wachovia Bank 2002 - 2003
First Union National Bank 2001 - 2002
First Union National Bank 1999 - 2001
First Union 1998 - 1999
First Union National Bank 1995 - 1998
Skills
Banking, Mortgage Lending, Loans, Credit, Financial Services, Finance, Retail Banking, Financial Analysis, Strategic Financial..., Mortgage Banking, Compliance, Cash Management, Risk Management, Financial Modeling, Treasury Management, Financial Risk, Commercial Banking
Education
University of North Carolina at Charlotte 1992 — 1995
Bachelors of Science, Accounting
The DARTON GROUP August 2010 - Present
Wachovia 2003 - 2008
Wachovia Bank 2002 - 2003
First Union National Bank 2001 - 2002
First Union National Bank 1999 - 2001
First Union 1998 - 1999
First Union National Bank 1995 - 1998
Skills
Banking, Mortgage Lending, Loans, Credit, Financial Services, Finance, Retail Banking, Financial Analysis, Strategic Financial..., Mortgage Banking, Compliance, Cash Management, Risk Management, Financial Modeling, Treasury Management, Financial Risk, Commercial Banking
Education
University of North Carolina at Charlotte 1992 — 1995
Bachelors of Science, Accounting
Ken Barrett's Wachovia Experience August 2006 - September 2009
Job National Sales & Business Development at Beta Max Hoists
Industry Construction
Experience
Beta Max Hoists January 2010 - Present
Wachovia August 2006 - September 2009
Pitney Bowes April 2004 - January 2006
Wachovia Securities January 1996 - April 2004
Skills
Sales Management, Marketing Strategy, Distributors, Materials, Marketing, Contract Management, Construction, New Business Development, Cold Calling, Process Scheduler, Procurement, Sales Process, Negotiation, Operations Management, Project Estimation, Account Management, Business Development, Direct Sales, Key Account Management, Project Planning, Purchasing, Team Leadership, Retail, Project Management, Sales Operations, Sales Presentations, Logistics, Sales, Business Planning, Petrochemical, Team Building, Construction Management, Analysis, Lead Generation, International Sales, Product Development, Management, Strategic Planning, Customer Service, Contractors, Proposal Writing, Forecasting, B2B, Supervisory Skills, Business Strategy, Manufacturing, Hoists, Lifting Equipment, Lifting Operations, Heavy Lifting
Education
University of North Carolina at Charlotte 1995 — 1997
Finance, Business Administration
Beta Max Hoists January 2010 - Present
Wachovia August 2006 - September 2009
Pitney Bowes April 2004 - January 2006
Wachovia Securities January 1996 - April 2004
Skills
Sales Management, Marketing Strategy, Distributors, Materials, Marketing, Contract Management, Construction, New Business Development, Cold Calling, Process Scheduler, Procurement, Sales Process, Negotiation, Operations Management, Project Estimation, Account Management, Business Development, Direct Sales, Key Account Management, Project Planning, Purchasing, Team Leadership, Retail, Project Management, Sales Operations, Sales Presentations, Logistics, Sales, Business Planning, Petrochemical, Team Building, Construction Management, Analysis, Lead Generation, International Sales, Product Development, Management, Strategic Planning, Customer Service, Contractors, Proposal Writing, Forecasting, B2B, Supervisory Skills, Business Strategy, Manufacturing, Hoists, Lifting Equipment, Lifting Operations, Heavy Lifting
Education
University of North Carolina at Charlotte 1995 — 1997
Finance, Business Administration
Tracey Rudisill Tracey Rudisill's Wachovia Experience March 2006 - December 2006
Job Sr. Consultant at Carlisle & Gallagher Consulting Group
Industry Management Consulting
Experience
Carlisle & Gallagher Consulting Group December 2010 - Present
Community Involvement and Volunteer Leadership 2007 - 2013
General Physics May 2009 - December 2010
Wachovia March 2006 - December 2006
Wachovia June 2004 - February 2006
Wachovia 2002 - June 2004
Wachovia 2001 - 2002
First Union National Bank 1997 - 2001
FacFind Marketing Research 1995 - 1997
First Union National Bank 1992 - 1994
Skills
Interview Coaching, Resume Writing, Training Documentation, Corporate Communications, Partner Relationship..., Strategic Projects, Team Performance, Volunteer Leadership, Membership Recruitment, Committee Management, Employee Surveys, Interview Skills, Job Search Support, Job Coaching, Performance Improvement, Customer Experience, Business Process Mapping, Recruiting, Business Analysis, Employee Engagement, Process Improvement, Onboarding, Needs Analysis, Learning Management, Talent Management, Training, Change Management, Program Management, Strategy, Leadership, CRM, Coaching, Business Process, Leadership Development, Management, Human Resources, Analysis, SharePoint, Consulting
Education
University of North Carolina at Charlotte 1989 — 1992
BS, Psychology
Carlisle & Gallagher Consulting Group December 2010 - Present
Community Involvement and Volunteer Leadership 2007 - 2013
General Physics May 2009 - December 2010
Wachovia March 2006 - December 2006
Wachovia June 2004 - February 2006
Wachovia 2002 - June 2004
Wachovia 2001 - 2002
First Union National Bank 1997 - 2001
FacFind Marketing Research 1995 - 1997
First Union National Bank 1992 - 1994
Skills
Interview Coaching, Resume Writing, Training Documentation, Corporate Communications, Partner Relationship..., Strategic Projects, Team Performance, Volunteer Leadership, Membership Recruitment, Committee Management, Employee Surveys, Interview Skills, Job Search Support, Job Coaching, Performance Improvement, Customer Experience, Business Process Mapping, Recruiting, Business Analysis, Employee Engagement, Process Improvement, Onboarding, Needs Analysis, Learning Management, Talent Management, Training, Change Management, Program Management, Strategy, Leadership, CRM, Coaching, Business Process, Leadership Development, Management, Human Resources, Analysis, SharePoint, Consulting
Education
University of North Carolina at Charlotte 1989 — 1992
BS, Psychology
Josh DuVall Josh DuVall's Wachovia Experience March 2008 - November 2009
Job Associate Project Manager at DTI LLC
Industry Legal Services
Experience
DTI LLC June 2014 - Present
Safeco Insurance November 2012 - March 2014
Allstate September 2011 - November 2012
UNC Charlotte Men's Lacrosse August 2005 - November 2012
Group Five Sales November 2009 - September 2011
Wachovia March 2008 - November 2009
Sperry Van Ness Chirico Huber Properties October 2005 - March 2008
Hamilton, Moon, Stephens, Steele & Martin PLLC. February 2003 - October 2005
Skechers USA June 2001 - July 2004
Skills
Sales, Marketing, Advertising, Customer Service, Microsoft Office, Insurance, Microsoft Excel, Leadership, PowerPoint, Data Analysis, Outlook, Social Media, Research, Market Research, Public Speaking, Time Management, Social Networking, Training, Fundraising
Education
Charlotte School of Law 2009 — 2010
University of North Carolina at Charlotte 2001 — 2005
BA, Political Science and History
Vance High School 1998 — 2000
DTI LLC June 2014 - Present
Safeco Insurance November 2012 - March 2014
Allstate September 2011 - November 2012
UNC Charlotte Men's Lacrosse August 2005 - November 2012
Group Five Sales November 2009 - September 2011
Wachovia March 2008 - November 2009
Sperry Van Ness Chirico Huber Properties October 2005 - March 2008
Hamilton, Moon, Stephens, Steele & Martin PLLC. February 2003 - October 2005
Skechers USA June 2001 - July 2004
Skills
Sales, Marketing, Advertising, Customer Service, Microsoft Office, Insurance, Microsoft Excel, Leadership, PowerPoint, Data Analysis, Outlook, Social Media, Research, Market Research, Public Speaking, Time Management, Social Networking, Training, Fundraising
Education
Charlotte School of Law 2009 — 2010
University of North Carolina at Charlotte 2001 — 2005
BA, Political Science and History
Vance High School 1998 — 2000
Christopher Deger's Wachovia Experience 2002 - 2007
Job Enterprise Information Security, Privacy and Compliance Executive
Industry Information Technology and Services
Experience
IBM - Seterus January 2012 - February 2014
IBM - Global Technology Services (Lender Business Process Services) August 2008 - January 2012
IBM - Global Business Services (Business Risk Management Practice) October 2007 - July 2008
Wachovia 2002 - 2007
Phoenix International Inc. 1999 - 2001
Catalyst International Inc. 1999 - 1999
Modis International 1995 - 1999
Alpha Omega Business Services November 1991 - June 1995
U. S. Army February 1980 - November 1991
Skills
Business Analysis, Enterprise Risk..., IT Strategy, Information Security, Integrity, Leadership, Management, Operational Risk..., Program Management, Regulatory Requirements, Risk Management, SDLC, Strategy, Governance, Risk Assessment, Process Improvement, Vendor Management, Business Process..., Consulting, Project Management, Integration
Education
University of North Carolina at Charlotte 1992 — 1995
BS, MIS
IBM - Seterus January 2012 - February 2014
IBM - Global Technology Services (Lender Business Process Services) August 2008 - January 2012
IBM - Global Business Services (Business Risk Management Practice) October 2007 - July 2008
Wachovia 2002 - 2007
Phoenix International Inc. 1999 - 2001
Catalyst International Inc. 1999 - 1999
Modis International 1995 - 1999
Alpha Omega Business Services November 1991 - June 1995
U. S. Army February 1980 - November 1991
Skills
Business Analysis, Enterprise Risk..., IT Strategy, Information Security, Integrity, Leadership, Management, Operational Risk..., Program Management, Regulatory Requirements, Risk Management, SDLC, Strategy, Governance, Risk Assessment, Process Improvement, Vendor Management, Business Process..., Consulting, Project Management, Integration
Education
University of North Carolina at Charlotte 1992 — 1995
BS, MIS
Alisa McKeiver Alisa McKeiver's Wachovia Experience October 2006 - May 2009
Job Client Services Coordinator at McArthur, McKeiver, & Vaughan, PLLC
Industry Accounting
Experience
McArthur, McKeiver, & Vaughan, PLLC July 2009 - Present
Charlotte Event Style January 2009 - Present
Wachovia October 2006 - May 2009
Charlotte Country Club 2004 - 2006
Skills
Weddings, Budgets, Time Management, Management, Fashion
Education
University of North Carolina at Charlotte
BSBA, Management, Leadership, Psychology
McArthur, McKeiver, & Vaughan, PLLC July 2009 - Present
Charlotte Event Style January 2009 - Present
Wachovia October 2006 - May 2009
Charlotte Country Club 2004 - 2006
Skills
Weddings, Budgets, Time Management, Management, Fashion
Education
University of North Carolina at Charlotte
BSBA, Management, Leadership, Psychology
Takeya Toppin Takeya Toppin's Wachovia Experience January 1996 - Present
Job SAA Analyst at Wachovia
Industry Information Technology and Services
Experience
Wachovia January 1996 - Present
Education
University of North Carolina at Charlotte 1990 — 1998
BA, African American Studies
Wachovia January 1996 - Present
Education
University of North Carolina at Charlotte 1990 — 1998
BA, African American Studies
Lori Turner Lori Turner's Wachovia Experience 2002 - 2007
Job Broker | Realtor at Dickens Mitchener
Industry Real Estate
Experience
Dickens Mitchener 2007 - Present
Wachovia 2002 - 2007
Burke Marketing Research 1994 - 2001
Phoenix-Hecht / Gallup 1992 - 1994
FGI 1987 - 1992
BB&T 1985 - 1987
Skills
Real Estate, Market Research, Market Analysis, Negotiation, Sales, Strategy, Relocation, Strategic Planning, Volunteer / Community...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1980 — 1984
Bachelor of Science (BS), Business Administration
Grimsley Sr High
Dickens Mitchener 2007 - Present
Wachovia 2002 - 2007
Burke Marketing Research 1994 - 2001
Phoenix-Hecht / Gallup 1992 - 1994
FGI 1987 - 1992
BB&T 1985 - 1987
Skills
Real Estate, Market Research, Market Analysis, Negotiation, Sales, Strategy, Relocation, Strategic Planning, Volunteer / Community...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1980 — 1984
Bachelor of Science (BS), Business Administration
Grimsley Sr High
Daniel P. Reilly CPA, CGMA Daniel P. Reilly CPA, CGMA's Wachovia Experience November 2005 - December 2006
Job Engagement Director at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen July 2015 - Present
FreemanWhite August 2011 - June 2015
Wells Fargo Bank October 2009 - August 2011
Jefferson Wells October 2009 - April 2011
Carolinas Healthcare System November 2007 - March 2009
Various Consulting Engagements February 2007 - November 2007
Wachovia November 2005 - December 2006
American Asset Corporation December 2004 - November 2005
Trammell Crow Company, Inc October 1998 - May 2004
Sea-Land Service, Inc June 1995 - October 1998
Skills
Financial Analysis, Cash Management, Account Reconciliation, Auditing, Accounting, Finance, Forecasting, Internal Controls, Sarbanes-Oxley Act, Budgets, Accounts Payable, Variance Analysis, Analysis, GAAP, Mergers, Payroll, Financial Statements, Consolidation, Hyperion Enterprise, Management, PeopleSoft, Banking, CPA, Journal Entries, P, Capital Budgeting, Financial Services, Human Resources, Invoicing, Financial Reporting, Financial Forecasting, Bank Reconciliation, General Ledger, Financial Accounting, Real Estate, US GAAP, Managerial Finance, Time Management, Process Improvement, Accounts Receivable, Strategic Financial..., Due Diligence, Financial Modeling, Project Planning, Cash Flow, Corporate Finance, Sarbanes-Oxley
Education
The University of North Carolina at 1989 — 1994
CPA Certification; B.S, Accounting
University of North Carolina at Charlotte 1989 — 1994
BS, Accounting
CliftonLarsonAllen July 2015 - Present
FreemanWhite August 2011 - June 2015
Wells Fargo Bank October 2009 - August 2011
Jefferson Wells October 2009 - April 2011
Carolinas Healthcare System November 2007 - March 2009
Various Consulting Engagements February 2007 - November 2007
Wachovia November 2005 - December 2006
American Asset Corporation December 2004 - November 2005
Trammell Crow Company, Inc October 1998 - May 2004
Sea-Land Service, Inc June 1995 - October 1998
Skills
Financial Analysis, Cash Management, Account Reconciliation, Auditing, Accounting, Finance, Forecasting, Internal Controls, Sarbanes-Oxley Act, Budgets, Accounts Payable, Variance Analysis, Analysis, GAAP, Mergers, Payroll, Financial Statements, Consolidation, Hyperion Enterprise, Management, PeopleSoft, Banking, CPA, Journal Entries, P, Capital Budgeting, Financial Services, Human Resources, Invoicing, Financial Reporting, Financial Forecasting, Bank Reconciliation, General Ledger, Financial Accounting, Real Estate, US GAAP, Managerial Finance, Time Management, Process Improvement, Accounts Receivable, Strategic Financial..., Due Diligence, Financial Modeling, Project Planning, Cash Flow, Corporate Finance, Sarbanes-Oxley
Education
The University of North Carolina at 1989 — 1994
CPA Certification; B.S, Accounting
University of North Carolina at Charlotte 1989 — 1994
BS, Accounting
Susan Mutter's Wachovia Experience 1997 - 2006
Job IT Service Delivery Manager at Aon Hewitt
Industry Information Technology and Services
Experience
Aon Hewitt April 2011 - Present
Workplace Safety & Insurance Board 2006 - 2010
Wachovia 1997 - 2006
Baker & Taylor 1996 - 1997
Apple Computer 1984 - 1996
Republic Bank & Trust 1982 - 1984
Skills
Strategy, Outsourcing, Program Management, Leadership, E-commerce, Start-ups, Mergers & Acquisitions, Finance, Human Resources, Accounting, Retail, SAP
Education
University of North Carolina at Charlotte
Bachelor of Arts, Business Administration and Finance
Aon Hewitt April 2011 - Present
Workplace Safety & Insurance Board 2006 - 2010
Wachovia 1997 - 2006
Baker & Taylor 1996 - 1997
Apple Computer 1984 - 1996
Republic Bank & Trust 1982 - 1984
Skills
Strategy, Outsourcing, Program Management, Leadership, E-commerce, Start-ups, Mergers & Acquisitions, Finance, Human Resources, Accounting, Retail, SAP
Education
University of North Carolina at Charlotte
Bachelor of Arts, Business Administration and Finance
Leah Stewart's Wachovia Experience May 2004 - June 2010
Job Recruiting Manager
Industry Banking
Experience
Wells Fargo August 2011 - Present
Wells Fargo August 2009 - August 2011
Wachovia May 2004 - June 2010
UNC Charlotte January 2003 - May 2004
Wachovia Securities, LLC June 2000 - August 2001
Skills
Financial Modeling, Relationship Management, Recruiting, College Recruiting, Onboarding, Talent Acquisition
Education
Wake Forest University 1996 — 2000
BS, Business
University of North Carolina at Charlotte
MA, History
Wells Fargo August 2011 - Present
Wells Fargo August 2009 - August 2011
Wachovia May 2004 - June 2010
UNC Charlotte January 2003 - May 2004
Wachovia Securities, LLC June 2000 - August 2001
Skills
Financial Modeling, Relationship Management, Recruiting, College Recruiting, Onboarding, Talent Acquisition
Education
Wake Forest University 1996 — 2000
BS, Business
University of North Carolina at Charlotte
MA, History
Dean Sharpe's Wachovia Experience Buyer IIWells Fargo Bank2000 - Present
Job Purchasing Agent II at Wachovia
Industry Banking
Experience
Wachovia Buyer IIWells Fargo Bank2000 - Present
Education
University of North Carolina at Charlotte 1977 — 1981
Wachovia Buyer IIWells Fargo Bank2000 - Present
Education
University of North Carolina at Charlotte 1977 — 1981
Craig Ritchie's Wachovia Experience January 2003 - September 2003
Job Contract Developer at Center for Creative Leadership
Industry Computer Software
Experience
Center for Creative Leadership June 2014 - Present
Ecolab October 2011 - June 2014
Volvo IT August 2005 - October 2011
Family Infant and Preschool Program January 2005 - January 2007
Microsoft Certified Trainer September 2004 - August 2006
Syngenta Corporation March 2004 - August 2004
Kiosk October 2003 - January 2004
Wachovia January 2003 - September 2003
Champion August 2000 - December 2002
Wachovia January 2000 - July 2000
Skills
C#, Microsoft SQL Server, WPF Development, Agile Methodologies, Scrum, Software Development, Oracle SQL, SDLC, Web Services, ASP.NET, JavaScript, Databases, Oracle, VB.NET, XML, Integration, .NET, SQL
Education
University of North Carolina at Charlotte 1990 — 1993
BS, Computer Science
Center for Creative Leadership June 2014 - Present
Ecolab October 2011 - June 2014
Volvo IT August 2005 - October 2011
Family Infant and Preschool Program January 2005 - January 2007
Microsoft Certified Trainer September 2004 - August 2006
Syngenta Corporation March 2004 - August 2004
Kiosk October 2003 - January 2004
Wachovia January 2003 - September 2003
Champion August 2000 - December 2002
Wachovia January 2000 - July 2000
Skills
C#, Microsoft SQL Server, WPF Development, Agile Methodologies, Scrum, Software Development, Oracle SQL, SDLC, Web Services, ASP.NET, JavaScript, Databases, Oracle, VB.NET, XML, Integration, .NET, SQL
Education
University of North Carolina at Charlotte 1990 — 1993
BS, Computer Science
Jody Steele's Wachovia Experience 2007 - 2008
Job Experienced Marketing Professional
Industry Marketing and Advertising
Experience
Wachovia Bank 2007 - Present
Wachovia 2007 - 2008
HomeBanc Mortgage Corporation November 2005 - August 2007
Education
University of North Carolina at Charlotte 1994 — 1998
Wachovia Bank 2007 - Present
Wachovia 2007 - 2008
HomeBanc Mortgage Corporation November 2005 - August 2007
Education
University of North Carolina at Charlotte 1994 — 1998
Edna Norwood's Wachovia Experience 1996 - 2006
Job President at E. Norwood & Associates and Human Resources Consultant
Industry Human Resources
Experience
E. Norwood & Associates Inc. April 1996 - Present
CBI 2000 - 2012
Wachovia 1996 - 2006
Wachovia Bank 1996 - 2006
First Union National Bank 1985 - 1989
Education
Institute of Computer Technology 1965 — 1967
Computer Science
University of North Carolina at Charlotte
Certification, Organizational Development
E. Norwood & Associates Inc. April 1996 - Present
CBI 2000 - 2012
Wachovia 1996 - 2006
Wachovia Bank 1996 - 2006
First Union National Bank 1985 - 1989
Education
Institute of Computer Technology 1965 — 1967
Computer Science
University of North Carolina at Charlotte
Certification, Organizational Development
Divya Kamble's Wachovia Experience February 2006 - 2007
Job Business Analyst at EMERGYS CORPORATION
Industry Information Technology and Services
Experience
EMERGYS CORPORATION May 2008 - Present
Fidelity Investments October 2007 - May 2008
Wachovia February 2006 - 2007
GE 2005 - 2006
Education
University of North Carolina at Charlotte 2004 — 2005
MS, Computer Science
EMERGYS CORPORATION May 2008 - Present
Fidelity Investments October 2007 - May 2008
Wachovia February 2006 - 2007
GE 2005 - 2006
Education
University of North Carolina at Charlotte 2004 — 2005
MS, Computer Science
Liz Doss Lobsinger's Wachovia Experience January 2007 - June 2010
Job Recruiting Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2012 - Present
Wachovia January 2007 - June 2010
University of North Carolina Charlotte January 2002 - May 2005
Skills
Recruiting, Talent Acquisition, College Recruiting, Employee Relations, Onboarding, Sourcing, PeopleSoft, Human Resources, Talent Management, Banking, Temporary Placement, Employee Benefits, Process Improvement, Relationship Management, Cold Calling, Building Relationships, Financial Services, Interviews, Training
Education
University of North Carolina at Charlotte 2000 — 2004
Wells Fargo June 2012 - Present
Wachovia January 2007 - June 2010
University of North Carolina Charlotte January 2002 - May 2005
Skills
Recruiting, Talent Acquisition, College Recruiting, Employee Relations, Onboarding, Sourcing, PeopleSoft, Human Resources, Talent Management, Banking, Temporary Placement, Employee Benefits, Process Improvement, Relationship Management, Cold Calling, Building Relationships, Financial Services, Interviews, Training
Education
University of North Carolina at Charlotte 2000 — 2004
Glyn Stanley's Wachovia Experience September 1999 - March 2010
Job Project Manager at StoneLaurel
Industry Banking
Experience
StoneLaurel June 2013 - Present
Mobile Reach August 2012 - Present
Glyn A Stanley Photography 2012 - Present
Leadership Charlotte 2007 - Present
TechnicalPro, Inc. November 2001 - Present
Integrated Capital Strategies April 2010 - April 2012
Wachovia September 1999 - March 2010
CONXUS Communications August 1996 - September 1999
BellSouth May 1986 - September 1996
Skills
Information Technology, Integration, Analytical Skills, Leadership, Cross-functional Team..., Infrastructure, Vendor Management, Project Management, Mergers, Change Management, Strategic Planning, Program Management, Process Improvement, Team Building, Enterprise Architecture, IT Strategy, Business Strategy, IT Management, CRM, Business Analysis, Business Process, Management, Enterprise Software, PMP, Networking, Disaster Recovery, Mergers & Acquisitions, ITIL
Education
University of North Carolina at Charlotte 1983 — 1988
BA, Computer Science
West Brunswick High School
StoneLaurel June 2013 - Present
Mobile Reach August 2012 - Present
Glyn A Stanley Photography 2012 - Present
Leadership Charlotte 2007 - Present
TechnicalPro, Inc. November 2001 - Present
Integrated Capital Strategies April 2010 - April 2012
Wachovia September 1999 - March 2010
CONXUS Communications August 1996 - September 1999
BellSouth May 1986 - September 1996
Skills
Information Technology, Integration, Analytical Skills, Leadership, Cross-functional Team..., Infrastructure, Vendor Management, Project Management, Mergers, Change Management, Strategic Planning, Program Management, Process Improvement, Team Building, Enterprise Architecture, IT Strategy, Business Strategy, IT Management, CRM, Business Analysis, Business Process, Management, Enterprise Software, PMP, Networking, Disaster Recovery, Mergers & Acquisitions, ITIL
Education
University of North Carolina at Charlotte 1983 — 1988
BA, Computer Science
West Brunswick High School
Christi Ruffin's Wachovia Experience 2003 - 2003
Job SVP, Leadership Development Client Manager at Bank of America
Industry Banking
Experience
Bank of America September 2014 - Present
Bank of America October 2011 - September 2014
Bank of America April 2011 - December 2011
Bank of America April 2010 - April 2011
Bank of America April 2007 - April 2010
Bank of America March 2005 - March 2007
Bank of America September 2003 - March 2005
Wachovia 2003 - 2003
First Union Home Equity Bank May 1996 - 2003
Skills
Training, Leadership, Mortgage Lending, Banking, Strategy, Management, Organizational..., Project Management, Six Sigma, Strategic Planning, Analysis, Mortgage Banking, Human Resources, Coaching, Credit, Talent Management, Performance Management, Performance Improvement
Education
University of North Carolina at Charlotte 1991 — 1995
BSBA, Human Resources, minor Psychology
Bank of America September 2014 - Present
Bank of America October 2011 - September 2014
Bank of America April 2011 - December 2011
Bank of America April 2010 - April 2011
Bank of America April 2007 - April 2010
Bank of America March 2005 - March 2007
Bank of America September 2003 - March 2005
Wachovia 2003 - 2003
First Union Home Equity Bank May 1996 - 2003
Skills
Training, Leadership, Mortgage Lending, Banking, Strategy, Management, Organizational..., Project Management, Six Sigma, Strategic Planning, Analysis, Mortgage Banking, Human Resources, Coaching, Credit, Talent Management, Performance Management, Performance Improvement
Education
University of North Carolina at Charlotte 1991 — 1995
BSBA, Human Resources, minor Psychology
Anthony Amo's Wachovia Experience August 2007 - Present
Job Analyst at Wachovia
Industry Financial Services
Experience
Wachovia August 2007 - Present
United States Army Reserve January 2000 - January 2008
Education
University of North Carolina at Charlotte 2005 — 2006
Wachovia August 2007 - Present
United States Army Reserve January 2000 - January 2008
Education
University of North Carolina at Charlotte 2005 — 2006
Jena Warren's Wachovia Experience 1999 - 2002
Job Communications Manager, Bank of America
Industry Banking
Experience
Bank of America August 2002 - Present
Wachovia 1999 - 2002
Bank of America 1993 - 1999
Education
University of North Carolina at Charlotte 1987 — 1993
MA (1993), BA (1991), English, Public Relations
Bank of America August 2002 - Present
Wachovia 1999 - 2002
Bank of America 1993 - 1999
Education
University of North Carolina at Charlotte 1987 — 1993
MA (1993), BA (1991), English, Public Relations
Johnny Dargani's Wachovia Experience 2005 - 2006
Job Senior Case Manager AXA USA
Industry Financial Services
Experience
AXA US July 2014 - Present
LPL Financial September 2006 - August 2014
Wachovia 2005 - 2006
WaveTel August 2001 - September 2003
Skills
Budgets, Call Centers, Customer Satisfaction, Customer Service, Financial Services, Forecasting, Leadership, Management, Sales, Series 7
Education
Wingate University 1995 — 1997
Master of Business Administration (MBA), Finance and Financial Management Services
University of North Carolina at Charlotte
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
AXA US July 2014 - Present
LPL Financial September 2006 - August 2014
Wachovia 2005 - 2006
WaveTel August 2001 - September 2003
Skills
Budgets, Call Centers, Customer Satisfaction, Customer Service, Financial Services, Forecasting, Leadership, Management, Sales, Series 7
Education
Wingate University 1995 — 1997
Master of Business Administration (MBA), Finance and Financial Management Services
University of North Carolina at Charlotte
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Jon McIsaac's Wachovia Experience October 2002 - September 2004
Job Assistant Vice President of Quality Control at Roundpoint Mortgage
Industry Banking
Experience
Roundpoint Mortgage Managing quality control function for mortgage servicing. Building and testing compliance with federal and state regulations.Team Leader, Global Investment BankingBank of AmericaJanuary 2010 - Present
Bank of America February 2009 - Present
Bank of America February 2010 - June 2015
Zenta January 2008 - May 2008
HSBC Mortgage Services October 2004 - June 2007
Wachovia October 2002 - September 2004
Wachovia October 1997 - September 2002
Skills
Compliance, Quality Assurance, Audit, Mortgage, Risk Management, Excel, Analysis, Problem Solving, Outlook, Word, Due Diligence, Microsoft Office, Internal Audit, Vendor Management, Finance, Mortgage Lending, Auditing, Training, Credit
Education
University of North Carolina at Charlotte 1990 — 1995
BA, Business Administration
Roundpoint Mortgage Managing quality control function for mortgage servicing. Building and testing compliance with federal and state regulations.Team Leader, Global Investment BankingBank of AmericaJanuary 2010 - Present
Bank of America February 2009 - Present
Bank of America February 2010 - June 2015
Zenta January 2008 - May 2008
HSBC Mortgage Services October 2004 - June 2007
Wachovia October 2002 - September 2004
Wachovia October 1997 - September 2002
Skills
Compliance, Quality Assurance, Audit, Mortgage, Risk Management, Excel, Analysis, Problem Solving, Outlook, Word, Due Diligence, Microsoft Office, Internal Audit, Vendor Management, Finance, Mortgage Lending, Auditing, Training, Credit
Education
University of North Carolina at Charlotte 1990 — 1995
BA, Business Administration
Jeffrey Currence's Wachovia Experience 1994 - 2006
Job Resourceful Solutions Architect/Engineer, Creative Thought Leader, and Results Oriented IT Leader
Industry Information Technology and Services
Experience
Innovative Advantage, LLC March 2012 - Present
WellPoint December 2006 - March 2012
Wachovia 1994 - 2006
Wachovia, A Wells Fargo Company 1994 - 2006
Skills
Genesys, Cisco ICM, Cisco Call Manager, Avaya, Aspect, NICE, Verint, IVR, Predictive Dialers, Call Center, Call Recording, PBX, Siemens, Voice Services, Vendor Management, SDLC, Release Management, Disaster Recovery, IT Service Management, Vendor Relations, Resource Management, ITIL, Business Analysis, Application Development, Call Logging, Cisco Technologies, Call Centers, Management, Integration, Business Intelligence, Enterprise Architecture, Strategy, Telecommunications, Process Improvement, Solution Architecture, Contact Centers, Business Services, Software Development, CTI, Visio, Outsourcing, Enterprise Software, Avaya Technologies, IT Strategy, Leadership, Project Planning, PMP, Project Portfolio..., Quality Assurance
Education
University of North Carolina at Charlotte 1988 — 1991
BA, Political Science
Innovative Advantage, LLC March 2012 - Present
WellPoint December 2006 - March 2012
Wachovia 1994 - 2006
Wachovia, A Wells Fargo Company 1994 - 2006
Skills
Genesys, Cisco ICM, Cisco Call Manager, Avaya, Aspect, NICE, Verint, IVR, Predictive Dialers, Call Center, Call Recording, PBX, Siemens, Voice Services, Vendor Management, SDLC, Release Management, Disaster Recovery, IT Service Management, Vendor Relations, Resource Management, ITIL, Business Analysis, Application Development, Call Logging, Cisco Technologies, Call Centers, Management, Integration, Business Intelligence, Enterprise Architecture, Strategy, Telecommunications, Process Improvement, Solution Architecture, Contact Centers, Business Services, Software Development, CTI, Visio, Outsourcing, Enterprise Software, Avaya Technologies, IT Strategy, Leadership, Project Planning, PMP, Project Portfolio..., Quality Assurance
Education
University of North Carolina at Charlotte 1988 — 1991
BA, Political Science
Megan Legassie's Wachovia Experience February 2008 - May 2009
Job IT Project Manager at Quicken Loans
Industry Banking
Experience
Quicken Loans March 2013 - Present
Wells Fargo August 2011 - Present
Wells Fargo February 2010 - August 2011
Wachovia, A Wells Fargo Company May 2009 - January 2010
Wachovia February 2008 - May 2009
Decision One Mortgage, Member HSBC Group September 2001 - December 2007
Decision One Mortgage March 1999 - September 2001
Decision One Mortgage September 1998 - March 1999
First Indiana Bank July 1997 - September 1998
Education
University of North Carolina at Charlotte 1993 — 1997
BA, History
Quicken Loans March 2013 - Present
Wells Fargo August 2011 - Present
Wells Fargo February 2010 - August 2011
Wachovia, A Wells Fargo Company May 2009 - January 2010
Wachovia February 2008 - May 2009
Decision One Mortgage, Member HSBC Group September 2001 - December 2007
Decision One Mortgage March 1999 - September 2001
Decision One Mortgage September 1998 - March 1999
First Indiana Bank July 1997 - September 1998
Education
University of North Carolina at Charlotte 1993 — 1997
BA, History
Cristy Schnitzlein's Wachovia Experience 2007 - June 2010
Job Bank of America
Industry Banking
Experience
Bank of America June 2010 - Present
Bank of America 2010 - 2012
Wachovia 2007 - June 2010
Wachovia /Wells Fargo 2007 - 2010
Genworth Financial 2004 - 2007
Bank of America 1996 - 2004
Education
University of North Carolina at Charlotte 1990 — 1994
BS, Accounting
University of North Carolina at Charlotte - Belk College of Business 1990 — 1994
Bank of America June 2010 - Present
Bank of America 2010 - 2012
Wachovia 2007 - June 2010
Wachovia /Wells Fargo 2007 - 2010
Genworth Financial 2004 - 2007
Bank of America 1996 - 2004
Education
University of North Carolina at Charlotte 1990 — 1994
BS, Accounting
University of North Carolina at Charlotte - Belk College of Business 1990 — 1994
Dana Reece-Navé's Wachovia Experience 2000 - 2001
Job Senior Financial Analyst at Baxter International Inc.
Industry Accounting
Experience
Baxter International Inc. May 2013 - Present
CommScope April 2008 - May 2013
Experis (formerly Jefferson Wells) November 2001 - April 2008
Wachovia 2000 - 2001
Hunt Corporation (defunct) 1999 - 2000
Newell Rubbermaid 1998 - 1999
Skills
Process Improvement, Sarbanes-Oxley, Sarbanes-Oxley Act, Accounting, Internal Audit, Finance, Financial Reporting, Business Process..., Auditing, Financial Accounting, Internal Controls, COSO, Risk Management, Managerial Finance, Strategic Financial..., US GAAP, SEC filings, Financial Analysis, GAAP, Forecasting, Enterprise Risk..., Corporate Finance, IT Audit, Management, Cost Accounting, Financial Audits, General Ledger, Due Diligence, Financial Risk, Variance Analysis, Account Reconciliation, Hyperion Enterprise, SAP, Revenue Recognition, Acquisition Integration, Mergers & Acquisitions, Consolidation, External Audit, Executive Management, IFRS, Corporate Governance, Cash Flow, CPA, Cash Management, Financial Modeling, Hyperion
Education
University of North Carolina at Charlotte
BS, Accounting
University of North Carolina at Charlotte - Belk College of Business
Bachelor of Science (B.S.), Accounting
Baxter International Inc. May 2013 - Present
CommScope April 2008 - May 2013
Experis (formerly Jefferson Wells) November 2001 - April 2008
Wachovia 2000 - 2001
Hunt Corporation (defunct) 1999 - 2000
Newell Rubbermaid 1998 - 1999
Skills
Process Improvement, Sarbanes-Oxley, Sarbanes-Oxley Act, Accounting, Internal Audit, Finance, Financial Reporting, Business Process..., Auditing, Financial Accounting, Internal Controls, COSO, Risk Management, Managerial Finance, Strategic Financial..., US GAAP, SEC filings, Financial Analysis, GAAP, Forecasting, Enterprise Risk..., Corporate Finance, IT Audit, Management, Cost Accounting, Financial Audits, General Ledger, Due Diligence, Financial Risk, Variance Analysis, Account Reconciliation, Hyperion Enterprise, SAP, Revenue Recognition, Acquisition Integration, Mergers & Acquisitions, Consolidation, External Audit, Executive Management, IFRS, Corporate Governance, Cash Flow, CPA, Cash Management, Financial Modeling, Hyperion
Education
University of North Carolina at Charlotte
BS, Accounting
University of North Carolina at Charlotte - Belk College of Business
Bachelor of Science (B.S.), Accounting
Joey Gladden's Wachovia Experience Tech SpecialistWachovia Bank1999 - Present
Job tech specialist at Wachovia
Industry Financial Services
Experience
Wachovia Tech SpecialistWachovia Bank1999 - Present
Education
University of North Carolina at Charlotte 1996 — 1998
Wachovia Tech SpecialistWachovia Bank1999 - Present
Education
University of North Carolina at Charlotte 1996 — 1998
Kyle Marshburn's Wachovia Experience June 2006 - March 2008
Job Head of Sales Reporting and Goal Setting at Citi
Industry Banking
Experience
Citi July 2015 - Present
Citi April 2012 - July 2015
Bank of America (via ZeroChaos) April 2011 - April 2012
Morgan Stanley October 2010 - April 2011
Wachovia, A Wells Fargo Company March 2008 - October 2010
Wachovia June 2006 - March 2008
Skills
Banking, Analytics, Business Development, Business Intelligence, Finance, Leadership, Loans, Performance Management, Risk Management, Small Business Lending, Strategy, Credit
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
University of Maastricht (Netherlands) 2005 — 2005
Citi July 2015 - Present
Citi April 2012 - July 2015
Bank of America (via ZeroChaos) April 2011 - April 2012
Morgan Stanley October 2010 - April 2011
Wachovia, A Wells Fargo Company March 2008 - October 2010
Wachovia June 2006 - March 2008
Skills
Banking, Analytics, Business Development, Business Intelligence, Finance, Leadership, Loans, Performance Management, Risk Management, Small Business Lending, Strategy, Credit
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
University of Maastricht (Netherlands) 2005 — 2005
Matt Elgin's Wachovia Experience October 2000 - May 2009
Job Senior Oracle/OFSAA Developer at SunTrust Bank
Industry Information Technology and Services
Experience
SunTrust Bank April 2013 - Present
TIAA-CREF November 2010 - April 2013
Bank of America May 2009 - November 2010
Wachovia October 2000 - May 2009
SmartAge January 2000 - October 2000
Optum July 1997 - January 2000
Skills
Oracle, PL/SQL, Performance Tuning, OFSAA, SQL Tuning, Unix Shell Scripting, Java, JSP, JavaScript, Profitability..., Database Design
Education
University of North Carolina at Charlotte
SunTrust Bank April 2013 - Present
TIAA-CREF November 2010 - April 2013
Bank of America May 2009 - November 2010
Wachovia October 2000 - May 2009
SmartAge January 2000 - October 2000
Optum July 1997 - January 2000
Skills
Oracle, PL/SQL, Performance Tuning, OFSAA, SQL Tuning, Unix Shell Scripting, Java, JSP, JavaScript, Profitability..., Database Design
Education
University of North Carolina at Charlotte
Margie Green's Wachovia Experience May 2006 - Present
Job Vice President, Communications Manager, Wells Fargo
Industry Public Relations and Communications
Experience
Wachovia May 2006 - Present
Wachovia December 2005 - May 2006
Wachovia May 2004 - December 2005
Wachovia April 2002 - May 2004
Skills
Strategic Communications, Corporate Communications, Internal Communications, Employee Engagement, Strategic Planning, Integration, Project Planning, Communication Training, Public Speaking, Crisis Communications, Relationship Management, Public Relations, Communications Planning, Newsletters, Content Management, Project Management, Thought Leadership, Change Management, Event Planning, Web Content Management, Copywriting, Editing, Content Development, Process Improvement, Management, Strategy, Crisis Management, Technical Writing, Financial Services, Team Leadership, Media Relations, Speech Writing, Copy Editing, Vendor Management, Time Management, Leadership, Integrated Marketing, Information Technology, Coaching
Education
University of North Carolina at Charlotte 1997 — 2000
Organizational Communications & Psychology
Wachovia May 2006 - Present
Wachovia December 2005 - May 2006
Wachovia May 2004 - December 2005
Wachovia April 2002 - May 2004
Skills
Strategic Communications, Corporate Communications, Internal Communications, Employee Engagement, Strategic Planning, Integration, Project Planning, Communication Training, Public Speaking, Crisis Communications, Relationship Management, Public Relations, Communications Planning, Newsletters, Content Management, Project Management, Thought Leadership, Change Management, Event Planning, Web Content Management, Copywriting, Editing, Content Development, Process Improvement, Management, Strategy, Crisis Management, Technical Writing, Financial Services, Team Leadership, Media Relations, Speech Writing, Copy Editing, Vendor Management, Time Management, Leadership, Integrated Marketing, Information Technology, Coaching
Education
University of North Carolina at Charlotte 1997 — 2000
Organizational Communications & Psychology
Crystal Skillman Brauer's Wachovia Experience June 2006 - December 2008
Job Audit Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2010 - Present
Wells Fargo January 2009 - June 2010
Wachovia June 2006 - December 2008
Stout Stuart McGowen & King 2004 - 2006
Education
University of North Carolina at Greensboro 2004 — 2005
MSA, Accounting
University of North Carolina at Charlotte 2001 — 2004
BS, Accounting
University of North Carolina at Charlotte - Belk College of Business 2001 — 2004
Wells Fargo June 2010 - Present
Wells Fargo January 2009 - June 2010
Wachovia June 2006 - December 2008
Stout Stuart McGowen & King 2004 - 2006
Education
University of North Carolina at Greensboro 2004 — 2005
MSA, Accounting
University of North Carolina at Charlotte 2001 — 2004
BS, Accounting
University of North Carolina at Charlotte - Belk College of Business 2001 — 2004
Iris Bonano's Wachovia Experience community support specialistAlexander Youth NetworkDecember 2008 - Present
Job community support specialist at Alexander Youth Network
Industry Banking
Experience
Wachovia community support specialistAlexander Youth NetworkDecember 2008 - Present
Education
University of North Carolina at Charlotte 2006 — 2008
BSW, Social Work
Wachovia community support specialistAlexander Youth NetworkDecember 2008 - Present
Education
University of North Carolina at Charlotte 2006 — 2008
BSW, Social Work
Elizabeth Cobb's Wachovia Experience January 2005 - March 2007
Job Vice President of Human Resources at Southern Management Corporation
Industry Human Resources
Experience
Southern Management Corporation December 2012 - Present
Wells Fargo March 2007 - December 2012
Goodwill Industries of the Southern Piedmont January 2005 - December 2012
Wachovia January 2005 - March 2007
Bank of America April 2002 - December 2004
Bank of America November 2001 - April 2003
Bank of America October 1999 - November 2001
Bank of America May 1997 - October 1999
Bank of America September 1996 - October 1999
Bank of America March 1994 - September 1996
Skills
Project Management, Financial Services, Human Resources, Talent Acquisition, Recruiting, Talent Management, Onboarding, Organizational..., Leadership, Performance Management, Employee Relations, Change Management, Strategy, Employee Engagement, Management, Training, Budgets, Program Management, Succession Planning
Education
University of North Carolina at Charlotte 1997 — 2002
MA, Industrial/Organizational Psychology
Wake Forest University 1987 — 1991
BA, Economics
ZHS 1984 — 1987
Southern Management Corporation December 2012 - Present
Wells Fargo March 2007 - December 2012
Goodwill Industries of the Southern Piedmont January 2005 - December 2012
Wachovia January 2005 - March 2007
Bank of America April 2002 - December 2004
Bank of America November 2001 - April 2003
Bank of America October 1999 - November 2001
Bank of America May 1997 - October 1999
Bank of America September 1996 - October 1999
Bank of America March 1994 - September 1996
Skills
Project Management, Financial Services, Human Resources, Talent Acquisition, Recruiting, Talent Management, Onboarding, Organizational..., Leadership, Performance Management, Employee Relations, Change Management, Strategy, Employee Engagement, Management, Training, Budgets, Program Management, Succession Planning
Education
University of North Carolina at Charlotte 1997 — 2002
MA, Industrial/Organizational Psychology
Wake Forest University 1987 — 1991
BA, Economics
ZHS 1984 — 1987
Amy Player's Wachovia Experience 1997 - Present
Job Associate at Wachovia
Industry Banking
Experience
Wachovia 1997 - Present
Wachovia 1997 - 2003
Education
University of North Carolina at Charlotte
Bachelor of Arts, Sociology
Wachovia 1997 - Present
Wachovia 1997 - 2003
Education
University of North Carolina at Charlotte
Bachelor of Arts, Sociology
Kaleb Lundy's Wachovia Experience July 2007 - October 2008
Job VP Global Markets Senior Risk Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2013 - Present
Bank of America Merrill Lynch November 2008 - August 2013
Wachovia July 2007 - October 2008
Verizon Wireless June 2005 - July 2007
Skills
Risk Management, Business Analysis, Capital Markets, Data Mining, Technical Analysis, Process Improvement, Business Process Design, Process Management, Data Analysis, Financial Risk, Fixed Income, Credit Risk, Portfolio Management, Derivatives, Financial Modeling, Management, Leadership
Education
University of North Carolina at Charlotte 2001 — 2005
BA, Software & Information Systems
Bank of America Merrill Lynch August 2013 - Present
Bank of America Merrill Lynch November 2008 - August 2013
Wachovia July 2007 - October 2008
Verizon Wireless June 2005 - July 2007
Skills
Risk Management, Business Analysis, Capital Markets, Data Mining, Technical Analysis, Process Improvement, Business Process Design, Process Management, Data Analysis, Financial Risk, Fixed Income, Credit Risk, Portfolio Management, Derivatives, Financial Modeling, Management, Leadership
Education
University of North Carolina at Charlotte 2001 — 2005
BA, Software & Information Systems
Paul McCombie's Wachovia Experience August 1987 - May 2004
Job EVP at NewBridge Bank
Industry Banking
Experience
NewBridge Bank May 2004 - Present
Wachovia August 1987 - May 2004
Skills
Commercial Lending, Credit, Loans, Commercial Banking, Credit Analysis, Portfolio Management, Mortgage Lending, Underwriting, Small Business Lending, Real Estate, Financial Analysis, Banking, Mortgage Banking, Retail Banking, Sales Management, New Business Development, Business Development
Education
UNC-Wilmington 1982 — 1986
Bachelor of Arts (BA)
UNC Kenan-Flagler Business School
Young Executives Institute
Wharton School, University of Pennsylvania
Graduate School of Banking
NewBridge Bank May 2004 - Present
Wachovia August 1987 - May 2004
Skills
Commercial Lending, Credit, Loans, Commercial Banking, Credit Analysis, Portfolio Management, Mortgage Lending, Underwriting, Small Business Lending, Real Estate, Financial Analysis, Banking, Mortgage Banking, Retail Banking, Sales Management, New Business Development, Business Development
Education
UNC-Wilmington 1982 — 1986
Bachelor of Arts (BA)
UNC Kenan-Flagler Business School
Young Executives Institute
Wharton School, University of Pennsylvania
Graduate School of Banking
J. D. Moore, PMP's Wachovia Experience February 2008 - September 2008
Job Director of Project Management
Industry Financial Services
Experience
UnityFISolutions April 2014 - Present
AmWINS Group October 2008 - April 2014
Wachovia February 2008 - September 2008
Duke Energy September 2007 - February 2008
Wachovia March 2000 - September 2007
Bank of America November 1997 - March 2000
Georgia Pacific July 1995 - November 1997
Delta Sigma Phi 1993 - 1995
Skills
Software Documentation, Leadership, SDLC, Business Analysis, Visio, Risk Management, Process Improvement, Access, SQL, Analysis, Systems Analysis, Databases, Insurance, Banking, Integration, Requirements Gathering, XML, Vendor Management, Quality Assurance, Project Management, PMP, Business Intelligence, Data Warehousing, SharePoint, Scrum, Agile Methodologies, Business Requirements, Business Process..., Testing, SSIS, SSRS
Education
University of North Carolina at Charlotte 1988 — 1993
Grimsley High School
UnityFISolutions April 2014 - Present
AmWINS Group October 2008 - April 2014
Wachovia February 2008 - September 2008
Duke Energy September 2007 - February 2008
Wachovia March 2000 - September 2007
Bank of America November 1997 - March 2000
Georgia Pacific July 1995 - November 1997
Delta Sigma Phi 1993 - 1995
Skills
Software Documentation, Leadership, SDLC, Business Analysis, Visio, Risk Management, Process Improvement, Access, SQL, Analysis, Systems Analysis, Databases, Insurance, Banking, Integration, Requirements Gathering, XML, Vendor Management, Quality Assurance, Project Management, PMP, Business Intelligence, Data Warehousing, SharePoint, Scrum, Agile Methodologies, Business Requirements, Business Process..., Testing, SSIS, SSRS
Education
University of North Carolina at Charlotte 1988 — 1993
Grimsley High School
Leeah Cavanaugh's Wachovia Experience September 2006 - June 2009
Job AVP, Interaction/Graphic Designer Wachovia
Industry Computer Software
Experience
Wachovia September 2006 - June 2009
Wachovia September 2000 - September 2006
Broadway and Seymour / SAIC May 1995 - September 1999
Skills
Business Analysis, Graphic Design, Interaction Design, Human Computer..., Software Quality..., Software Development, Software Project..., Software Documentation, Java, Management, Project Management, Analysis, Access, Program Management, Content Management, Testing, Usability, Requirements Analysis
Education
University of North Carolina at Charlotte 1991 — 1995
BS, Computer Science, Business
Wachovia September 2006 - June 2009
Wachovia September 2000 - September 2006
Broadway and Seymour / SAIC May 1995 - September 1999
Skills
Business Analysis, Graphic Design, Interaction Design, Human Computer..., Software Quality..., Software Development, Software Project..., Software Documentation, Java, Management, Project Management, Analysis, Access, Program Management, Content Management, Testing, Usability, Requirements Analysis
Education
University of North Carolina at Charlotte 1991 — 1995
BS, Computer Science, Business
Robert Cannon's Wachovia Experience January 2008 - February 2011
Job Principal Engineer Network Security
Industry Computer & Network Security
Experience
Wells Fargo February 2011 - Present
Wachovia January 2008 - February 2011
Wachovia February 2006 - January 2008
Wachovia April 2002 - February 2006
Wachovia August 2001 - April 2002
Hearst March 2000 - August 2001
Hearst September 1998 - March 2000
General Cinema August 1992 - September 1998
Skills
Firewalls, Network Security, CISSP, IDS, Security, Data Center, Information Security, Cisco Technologies, Checkpoint, Disaster Recovery, VPN, Switches, Enterprise Architecture, Application Security, Encryption, Network Design, Network Architecture, Routers, Computer Security, Solaris, Software Documentation, Business Continuity, Troubleshooting, Servers, Infrastructure, Unix, Network Engineering, Routing, Networking, DNS, WAN
Education
University of North Carolina at Charlotte 1992 — 1998
BS, Management Information Systems
Wells Fargo February 2011 - Present
Wachovia January 2008 - February 2011
Wachovia February 2006 - January 2008
Wachovia April 2002 - February 2006
Wachovia August 2001 - April 2002
Hearst March 2000 - August 2001
Hearst September 1998 - March 2000
General Cinema August 1992 - September 1998
Skills
Firewalls, Network Security, CISSP, IDS, Security, Data Center, Information Security, Cisco Technologies, Checkpoint, Disaster Recovery, VPN, Switches, Enterprise Architecture, Application Security, Encryption, Network Design, Network Architecture, Routers, Computer Security, Solaris, Software Documentation, Business Continuity, Troubleshooting, Servers, Infrastructure, Unix, Network Engineering, Routing, Networking, DNS, WAN
Education
University of North Carolina at Charlotte 1992 — 1998
BS, Management Information Systems
Dean Upchurch's Wachovia Experience July 2000 - May 2005
Job Technology Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo May 2005 - Present
Wachovia July 2000 - May 2005
First Union September 1999 - July 2000
American Express October 1997 - September 1999
DBS Systems Corporation May 1997 - October 1997
Skills
SDLC, Leadership, Enterprise Architecture
Education
University of North Carolina at Charlotte 1994 — 1997
Bachelor of Science, Cum Laude, Computer Science
Wells Fargo May 2005 - Present
Wachovia July 2000 - May 2005
First Union September 1999 - July 2000
American Express October 1997 - September 1999
DBS Systems Corporation May 1997 - October 1997
Skills
SDLC, Leadership, Enterprise Architecture
Education
University of North Carolina at Charlotte 1994 — 1997
Bachelor of Science, Cum Laude, Computer Science
Judy Palmquist's Wachovia Experience March 2003 - December 2008
Job Financial Consultant at Wells Fargo
Industry Accounting
Experience
Wells Fargo January 2009 - Present
Wachovia March 2003 - December 2008
Belk November 1998 - March 2003
Matthews Belk June 1987 - November 1998
Belk Stores Services June 1982 - June 1987
Skills
Financial Analysis, Essbase, Financial Reporting, Financial Coaching, Internal Audit, Financial Modeling, Financial Accounting, Banking, Investment Banking, Process Improvement, Variance Analysis, SEC filings, Forecasting, Budgets, Risk Management, Microsoft Office, Accounting
Education
University of North Carolina at Charlotte 1978 — 1982
BS, Accounting
University of North Carolina at Charlotte - Belk College of Business 1978 — 1982
BS, Accounting
Wells Fargo January 2009 - Present
Wachovia March 2003 - December 2008
Belk November 1998 - March 2003
Matthews Belk June 1987 - November 1998
Belk Stores Services June 1982 - June 1987
Skills
Financial Analysis, Essbase, Financial Reporting, Financial Coaching, Internal Audit, Financial Modeling, Financial Accounting, Banking, Investment Banking, Process Improvement, Variance Analysis, SEC filings, Forecasting, Budgets, Risk Management, Microsoft Office, Accounting
Education
University of North Carolina at Charlotte 1978 — 1982
BS, Accounting
University of North Carolina at Charlotte - Belk College of Business 1978 — 1982
BS, Accounting
Bill Stratton's Wachovia Experience 1994 - 2009
Job at Wells Fargo
Industry Banking
Experience
Wells Fargo 2011 - Present
Apex Systems 2010 - 2011
Wachovia 1994 - 2009
Skills
Vendor Management, Business Analysis, Process Improvement, Risk Management, Relationship Management, Requirements Analysis, Disaster Recovery, Business Process..., Resource Management, Customer Service, Project Management, Change Management, CRM, Banking, Financial Services, SDLC, Visio
Education
University of North Carolina at Charlotte
Bachelor's degree
Wells Fargo 2011 - Present
Apex Systems 2010 - 2011
Wachovia 1994 - 2009
Skills
Vendor Management, Business Analysis, Process Improvement, Risk Management, Relationship Management, Requirements Analysis, Disaster Recovery, Business Process..., Resource Management, Customer Service, Project Management, Change Management, CRM, Banking, Financial Services, SDLC, Visio
Education
University of North Carolina at Charlotte
Bachelor's degree
Deepthi Lingala's Wachovia Experience June 2003 - June 2009
Job Application Systems Engineer at Wells Fargo
Industry Information Technology and Services
Experience
WellsFargo July 2009 - Present
wachovia June 2003 - June 2009
Skills
SDLC, VBScript, SQL, Web Services, Microsoft SQL Server, Agile Methodologies, Unix, Oracle, Database Design, Visio, DB2, Software Development, XML, .NET, T-SQL, ASP.NET, C#, VB.NET, Visual Basic, JSP, JavaScript, Java, HTML
Education
University of North Carolina at Charlotte 2001 — 2003
Masters, Computer Science
PES college of Engineering 1995 — 1999
Bachelor of Engineering (BEng), Environmental Studies
St.Joseph High School
WellsFargo July 2009 - Present
wachovia June 2003 - June 2009
Skills
SDLC, VBScript, SQL, Web Services, Microsoft SQL Server, Agile Methodologies, Unix, Oracle, Database Design, Visio, DB2, Software Development, XML, .NET, T-SQL, ASP.NET, C#, VB.NET, Visual Basic, JSP, JavaScript, Java, HTML
Education
University of North Carolina at Charlotte 2001 — 2003
Masters, Computer Science
PES college of Engineering 1995 — 1999
Bachelor of Engineering (BEng), Environmental Studies
St.Joseph High School
Brandi Evans's Wachovia Experience December 2007 - February 2009
Job Order Management Analyst at Time Warner Cable Business Class
Industry Telecommunications
Experience
Time Warner Cable Business Class May 2013 - Present
Time Warner Cable Business Class May 2012 - April 2013
Time Warner Cable January 2010 - January 2013
Time Warner Cable Business Class July 2011 - May 2012
Time Warner Cable February 2010 - July 2011
Time Warner Cable March 2009 - February 2010
WACHOVIA December 2007 - February 2009
WACHOVIA January 2007 - December 2007
ASSURANCE INSURANCE September 2003 - December 2006
ASSURANCE INSURANCE August 2001 - August 2003
Skills
Customer Service, Lotus Notes, Business Objects, Customer Satisfaction, Order Management, Sales, Outlook, Database Administration, Analysis, Microsoft Excel, Microsoft Office, Customer Retention, Data Entry, PeopleSoft, Technical Support, Access, Management, Administrative..., Networking, Budgets, Time Management, SharePoint, Salesforce.com, Call Centers, Troubleshooting, Training, Telecommunications, Administrative...
Education
University of North Carolina at Charlotte 2001 — 2005
Time Warner Cable Business Class May 2013 - Present
Time Warner Cable Business Class May 2012 - April 2013
Time Warner Cable January 2010 - January 2013
Time Warner Cable Business Class July 2011 - May 2012
Time Warner Cable February 2010 - July 2011
Time Warner Cable March 2009 - February 2010
WACHOVIA December 2007 - February 2009
WACHOVIA January 2007 - December 2007
ASSURANCE INSURANCE September 2003 - December 2006
ASSURANCE INSURANCE August 2001 - August 2003
Skills
Customer Service, Lotus Notes, Business Objects, Customer Satisfaction, Order Management, Sales, Outlook, Database Administration, Analysis, Microsoft Excel, Microsoft Office, Customer Retention, Data Entry, PeopleSoft, Technical Support, Access, Management, Administrative..., Networking, Budgets, Time Management, SharePoint, Salesforce.com, Call Centers, Troubleshooting, Training, Telecommunications, Administrative...
Education
University of North Carolina at Charlotte 2001 — 2005
Charlotte Catalfo's Wachovia Experience March 2006 - November 2010
Job Senior Vice President Single Family Operations at Freddie Mac
Industry Banking
Experience
Freddie Mac January 2010 - Present
Vertice March 2006 - November 2010
Wachovia March 2006 - November 2010
CitiMortgage July 2004 - April 2005
Principal Residential Mortgage, Inc. 1976 - 2004
Skills
Mortgage Lending, Financial Services, Credit Risk, Residential Mortgages, Mortgage Banking, Portfolio Management, Loans, Credit, FHA, Vendor Management, Strategic Planning, Loan Origination, Risk Management, Loan Servicing, Financial Analysis, Executive Management, Finance, Process Improvement, Underwriting, Banking, Capital Markets, Investments, Strategy, Refinance, Credit Analysis, Financial Risk
Education
University of North Carolina at Charlotte
BA
Freddie Mac January 2010 - Present
Vertice March 2006 - November 2010
Wachovia March 2006 - November 2010
CitiMortgage July 2004 - April 2005
Principal Residential Mortgage, Inc. 1976 - 2004
Skills
Mortgage Lending, Financial Services, Credit Risk, Residential Mortgages, Mortgage Banking, Portfolio Management, Loans, Credit, FHA, Vendor Management, Strategic Planning, Loan Origination, Risk Management, Loan Servicing, Financial Analysis, Executive Management, Finance, Process Improvement, Underwriting, Banking, Capital Markets, Investments, Strategy, Refinance, Credit Analysis, Financial Risk
Education
University of North Carolina at Charlotte
BA
Tiffany Lakey's Wachovia Experience June 2000 - Present
Job Director at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities 2009 - Present
Wachovia June 2000 - Present
Education
Wake Forest University 2003 — 2005
MBA
Wake Forest University School of Business 2003 — 2005
MBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 2000
BSBA
Wells Fargo Securities 2009 - Present
Wachovia June 2000 - Present
Education
Wake Forest University 2003 — 2005
MBA
Wake Forest University School of Business 2003 — 2005
MBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 2000
BSBA
Jeremy Hairston's Wachovia Experience September 2000 - Present
Job Information Security Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2014 - Present
Wachovia September 2000 - Present
Interact Electronic Marketing 2000 - 2000
IBM 1999 - 2000
Skills
Lotus Notes, Computer Hardware, Mainframe, Servers, Networking, Citrix, Printers, System Administration, Windows 2000, HP, HTML, VPN, Vendor Management, SharePoint, Troubleshooting, Technical Support, Help Desk Support, Hardware, Software Installation, Active Directory, Windows, Microsoft Exchange, Laptops
Education
Winston-Salem State University 1996 — 1999
B.S., Management Information Systems
Forsyth Technical Community College 1997 — 1997
Web Page Design and Integration
University of North Carolina at Charlotte 1994 — 1996
Wells Fargo May 2014 - Present
Wachovia September 2000 - Present
Interact Electronic Marketing 2000 - 2000
IBM 1999 - 2000
Skills
Lotus Notes, Computer Hardware, Mainframe, Servers, Networking, Citrix, Printers, System Administration, Windows 2000, HP, HTML, VPN, Vendor Management, SharePoint, Troubleshooting, Technical Support, Help Desk Support, Hardware, Software Installation, Active Directory, Windows, Microsoft Exchange, Laptops
Education
Winston-Salem State University 1996 — 1999
B.S., Management Information Systems
Forsyth Technical Community College 1997 — 1997
Web Page Design and Integration
University of North Carolina at Charlotte 1994 — 1996
Gladys Grogan's Wachovia Experience Implementations CoordinatorWachovia BankFebruary 1998 - Present
Job Implementations Coordinator at Wachovia Bank
Industry Writing and Editing
Experience
Wachovia Implementations CoordinatorWachovia BankFebruary 1998 - Present
Wachovia Bank July 1993 - February 1998
Education
University of North Carolina at Charlotte 1976 — 1980
Wachovia Implementations CoordinatorWachovia BankFebruary 1998 - Present
Wachovia Bank July 1993 - February 1998
Education
University of North Carolina at Charlotte 1976 — 1980
Jennifer McDuffie's Wachovia Experience June 1996 - August 2010
Job Senior Investment Professional
Industry Financial Services
Experience
Wells Fargo August 2010 - Present
Evergreen Investments April 2000 - August 2010
Wachovia June 1996 - August 2010
Aon Consulting September 1995 - June 1996
First Citizens Bank June 1994 - September 1995
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1994
BS, Business Administration
Wells Fargo August 2010 - Present
Evergreen Investments April 2000 - August 2010
Wachovia June 1996 - August 2010
Aon Consulting September 1995 - June 1996
First Citizens Bank June 1994 - September 1995
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1994
BS, Business Administration
Jerry DeBerry's Wachovia Experience November 1990 - September 2010
Job Senior Vice President Senior Tax Manager at Bank of America
Industry Financial Services
Experience
Bank of America September 2010 - Present
Wachovia November 1990 - September 2010
Fieldcrest Cannon 1984 - 1990
Skills
Corporate Tax, Tax Compliance, Tax Accounting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1979 — 1983
BS, Accounting
Bank of America September 2010 - Present
Wachovia November 1990 - September 2010
Fieldcrest Cannon 1984 - 1990
Skills
Corporate Tax, Tax Compliance, Tax Accounting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1979 — 1983
BS, Accounting
LeRene Brantley's Wachovia Experience May 2001 - April 2009
Job Enterprise Project Manager
Industry Banking
Experience
Wachovia May 2001 - April 2009
First Union National Bank/Wachovia April 1998 - May 2001
First Union National Bank April 1994 - April 1998
Education
Western Carolina University 2002 — 2002
Professional Project Management Certification Program, Project Management
University of North Carolina at Charlotte 1986 — 1989
BA
Wachovia May 2001 - April 2009
First Union National Bank/Wachovia April 1998 - May 2001
First Union National Bank April 1994 - April 1998
Education
Western Carolina University 2002 — 2002
Professional Project Management Certification Program, Project Management
University of North Carolina at Charlotte 1986 — 1989
BA
Krystle Brown, PHR's Wachovia Experience June 2006 - July 2007
Job Talent Advisor, Diversity Talent Acquisition at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2015 - Present
TIAA-CREF October 2013 - Present
TIAA-CREF July 2007 - Present
Wachovia June 2006 - July 2007
Skills
Banking, PeopleSoft, Financial Reporting, Benefits Administration, Leadership, Human Resources
Education
Strayer University (NC) 2009 — 2012
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
University of North Carolina at Charlotte 2003 — 2007
Bachelors, Political Science
University of North Carolina at Charlotte
HR Generalist Certificate
TIAA-CREF March 2015 - Present
TIAA-CREF October 2013 - Present
TIAA-CREF July 2007 - Present
Wachovia June 2006 - July 2007
Skills
Banking, PeopleSoft, Financial Reporting, Benefits Administration, Leadership, Human Resources
Education
Strayer University (NC) 2009 — 2012
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
University of North Carolina at Charlotte 2003 — 2007
Bachelors, Political Science
University of North Carolina at Charlotte
HR Generalist Certificate
Bryan Sinclair's Wachovia Experience December 2007 - November 2010
Job Sales Support Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2010 - Present
Wachovia December 2007 - November 2010
The Vanguard Group 1998 - 2007
Skills
Series 6, Series 7, Investments, Brokerage, Training, Business Analysis, Call Centers, Project Management, Series 63, Financial Services, Leadership, Relationship Management, Banking, Retirement, Retirement Planning, Mutual Funds, Sales, Process Improvement, Customer Service, Strategic Planning, Lotus Notes, Asset Allocation, Finance, Strategic Financial..., Securities, Wealth Management
Education
University of North Carolina at Charlotte 1990 — 1995
BA, Economics
Wells Fargo November 2010 - Present
Wachovia December 2007 - November 2010
The Vanguard Group 1998 - 2007
Skills
Series 6, Series 7, Investments, Brokerage, Training, Business Analysis, Call Centers, Project Management, Series 63, Financial Services, Leadership, Relationship Management, Banking, Retirement, Retirement Planning, Mutual Funds, Sales, Process Improvement, Customer Service, Strategic Planning, Lotus Notes, Asset Allocation, Finance, Strategic Financial..., Securities, Wealth Management
Education
University of North Carolina at Charlotte 1990 — 1995
BA, Economics
Janelle James's Wachovia Experience January 2008 - October 2008
Job Human Resources Professional
Industry Human Resources
Experience
Deloitte October 2011 - Present
Wachovia January 2008 - October 2008
Wachovia December 2006 - December 2007
Wachovia June 2004 - December 2006
Wachovia 2001 - 2003
Holiday Inn Center City 1999 - 2003
Skills
CMR System, RAI Process ( non-Fed/..., External Communication..., Project Management
Education
Keller Graduate School 2005 — 2007
Master, Project Management
University of North Carolina at Charlotte 2000 — 2002
Bachelor, Psychology
Deloitte October 2011 - Present
Wachovia January 2008 - October 2008
Wachovia December 2006 - December 2007
Wachovia June 2004 - December 2006
Wachovia 2001 - 2003
Holiday Inn Center City 1999 - 2003
Skills
CMR System, RAI Process ( non-Fed/..., External Communication..., Project Management
Education
Keller Graduate School 2005 — 2007
Master, Project Management
University of North Carolina at Charlotte 2000 — 2002
Bachelor, Psychology
Crystal York's Wachovia Experience
Job Systems Business Consultant at Wachovia
Industry Banking
Experience
Wachovia
Skills
Banking, Customer Service, Management, Microsoft Office, Risk Management, Leadership, Financial Analysis, Sales, Business Analysis, Credit
Education
University of North Carolina at Charlotte
Wachovia
Skills
Banking, Customer Service, Management, Microsoft Office, Risk Management, Leadership, Financial Analysis, Sales, Business Analysis, Credit
Education
University of North Carolina at Charlotte
Chetna Patel's Wachovia Experience February 2000 - August 2009
Job Information Security Consultant
Industry Financial Services
Experience
Wells Fargo September 2009 - Present
Wachovia February 2000 - August 2009
Wachovia August 1997 - January 2000
Piedmont Natural Gas March 1993 - August 1997
Piedmont Natural Gas August 1990 - March 1993
Piedmont Natural Gas May 1989 - August 1990
Skills
CISSP, Information Security, Security Awareness, Business Continuity, Vulnerability Assessment, Data Security, Computer Security, Risk Assessment, Security, Enterprise Risk..., Information Security..., Risk Management, Application Security, Vulnerability Management, SDLC, Vendor Management
Education
University of North Carolina at Charlotte 1985 — 1989
B.S.
Wells Fargo September 2009 - Present
Wachovia February 2000 - August 2009
Wachovia August 1997 - January 2000
Piedmont Natural Gas March 1993 - August 1997
Piedmont Natural Gas August 1990 - March 1993
Piedmont Natural Gas May 1989 - August 1990
Skills
CISSP, Information Security, Security Awareness, Business Continuity, Vulnerability Assessment, Data Security, Computer Security, Risk Assessment, Security, Enterprise Risk..., Information Security..., Risk Management, Application Security, Vulnerability Management, SDLC, Vendor Management
Education
University of North Carolina at Charlotte 1985 — 1989
B.S.
briana arnett's Wachovia Experience May 1998 - Present
Job Senior Portfolio Manager at Wachovia
Industry Real Estate
Experience
Wachovia May 1998 - Present
Education
UNCC 1983 — 1987
BA, English and Psychology
Wachovia May 1998 - Present
Education
UNCC 1983 — 1987
BA, English and Psychology
Judy A. Newman's Wachovia Experience 1998 - September 2011
Job Senior Application Support Analyst with TEK Systems working for TIAACref
Industry Banking
Experience
TEKsystems December 2013 - Present
Bank of America January 2013 - November 2013
Wells Fargo Bank September 2011 - October 2013
Wachovia 1998 - September 2011
ATS 1995 - 1998
Nations Bank 1993 - 1995
Unisys Corporation October 1988 - March 1990
Southern National Bank March 1986 - October 1988
Skills
SDLC, Production Support, Requirements Analysis, Quality Center, Business Analysis, Test Planning, Systems Analysis, User Acceptance Testing, HTML, Syncsort, Requirements Gathering, Business Requirements, Fileaid, Banking, Windows, Easytrieve, MVS, VSAM, Data Migration, Analysis, IMS DB/DC
Education
University of North Carolina at Charlotte 1981 — 1986
BA, Computer Science & Mathematics
TEKsystems December 2013 - Present
Bank of America January 2013 - November 2013
Wells Fargo Bank September 2011 - October 2013
Wachovia 1998 - September 2011
ATS 1995 - 1998
Nations Bank 1993 - 1995
Unisys Corporation October 1988 - March 1990
Southern National Bank March 1986 - October 1988
Skills
SDLC, Production Support, Requirements Analysis, Quality Center, Business Analysis, Test Planning, Systems Analysis, User Acceptance Testing, HTML, Syncsort, Requirements Gathering, Business Requirements, Fileaid, Banking, Windows, Easytrieve, MVS, VSAM, Data Migration, Analysis, IMS DB/DC
Education
University of North Carolina at Charlotte 1981 — 1986
BA, Computer Science & Mathematics
Eileen Weicholz's Wachovia Experience September 1986 - Present
Job BI Consultant at Wachovia
Industry Banking
Experience
Wachovia September 1986 - Present
Wachovia, A Wells Fargo Company 1986 - 2009
Skills
Data Warehousing, Business Intelligence, Teradata
Education
University of North Carolina at Charlotte 1982 — 1986
Mathematics
Wachovia September 1986 - Present
Wachovia, A Wells Fargo Company 1986 - 2009
Skills
Data Warehousing, Business Intelligence, Teradata
Education
University of North Carolina at Charlotte 1982 — 1986
Mathematics
Lora Bunce's Wachovia Experience July 1992 - April 2006
Job Wealth Mgmt Strategy & Field Integration Leader at Wachovia
Industry Banking
Experience
Wells Fargo Wealth Mgmt - Strategy & Field Integration LeaderWachoviaNovember 2007 - Present
Wachovia July 1992 - April 2006
Education
University of North Carolina at Charlotte
MBA, Business, Economics, Finance
Wells Fargo Wealth Mgmt - Strategy & Field Integration LeaderWachoviaNovember 2007 - Present
Wachovia July 1992 - April 2006
Education
University of North Carolina at Charlotte
MBA, Business, Economics, Finance
Bob Brannan's Wachovia Experience 1984 - 1994
Job Executive Vice President at Strategic Investment Advisors, Inc
Industry Banking
Experience
Strategic Investment Advisors, Inc April 2012 - Present
Uwharrie Capital Corp February 2008 - July 2012
Michael Waltrip Racing June 2006 - February 2008
Cabarrus Bank & Trust October 2005 - June 2006
Wachovia 1984 - 1994
Skills
Series 7, Uniform Combined State..., Commercial Banking, Banking, Credit, Commercial Lending, Small Business Lending, Risk Management
Education
UNC Charlotte 1980 — 1984
BA, Business Administration
Strategic Investment Advisors, Inc April 2012 - Present
Uwharrie Capital Corp February 2008 - July 2012
Michael Waltrip Racing June 2006 - February 2008
Cabarrus Bank & Trust October 2005 - June 2006
Wachovia 1984 - 1994
Skills
Series 7, Uniform Combined State..., Commercial Banking, Banking, Credit, Commercial Lending, Small Business Lending, Risk Management
Education
UNC Charlotte 1980 — 1984
BA, Business Administration
Jami Lee Britt's Wachovia Experience 2004 - 2008
Job VP, Global Quantitative Recruiter at Bank of America
Industry Human Resources
Experience
Bank of America March 2010 - Present
Hawaii Pacific Health 2008 - 2010
Wachovia 2004 - 2008
Skills
Applicant Tracking..., Talent Acquisition, Recruiting, Human Resources, Sourcing
Education
University of North Carolina at Charlotte
Bank of America March 2010 - Present
Hawaii Pacific Health 2008 - 2010
Wachovia 2004 - 2008
Skills
Applicant Tracking..., Talent Acquisition, Recruiting, Human Resources, Sourcing
Education
University of North Carolina at Charlotte
Nick Meadows's Wachovia Experience August 2004 - June 2006
Job Controller Commercial Operations at Bayer CropScience
Industry Chemicals
Experience
Bayer CropScience May 2015 - Present
Bayer CropScience September 2013 - May 2015
ARAMARK Healthcare April 2012 - September 2013
Credit Suisse January 2008 - April 2012
Credit Suisse June 2006 - December 2007
Wachovia August 2004 - June 2006
Skills
Financial Analysis, Financial Modeling, Process Improvement, Corporate Finance, Financial Reporting, Financial Accounting, Capital Budgeting, Forecasting, Metrics Reporting, SOX Compliancy, Internal Controls, Balanced Scorecard, Derivatives, Contract Negotiation, Accounts Receivable, Accounts Payable, Cost Accounting, Managerial Finance, Strategic Financial..., Cash Flow, Financial Audits, Essbase, Business Process, Hyperion Enterprise, General Ledger, Accounting, Treasury Management, IFRS, Analysis, Variance Analysis, Management, Internal Audit, Finance, SEC filings, Valuation, Cash Management, Sarbanes-Oxley Act, Consolidation, Banking, Account Reconciliation, Investment Banking, Credit, Mergers & Acquisitions, Auditing, Bloomberg, Risk Management, US GAAP, Financial Forecasting, Budgets, Capital Markets
Education
North Carolina State University
BS in Business Management, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Finance
Bayer CropScience May 2015 - Present
Bayer CropScience September 2013 - May 2015
ARAMARK Healthcare April 2012 - September 2013
Credit Suisse January 2008 - April 2012
Credit Suisse June 2006 - December 2007
Wachovia August 2004 - June 2006
Skills
Financial Analysis, Financial Modeling, Process Improvement, Corporate Finance, Financial Reporting, Financial Accounting, Capital Budgeting, Forecasting, Metrics Reporting, SOX Compliancy, Internal Controls, Balanced Scorecard, Derivatives, Contract Negotiation, Accounts Receivable, Accounts Payable, Cost Accounting, Managerial Finance, Strategic Financial..., Cash Flow, Financial Audits, Essbase, Business Process, Hyperion Enterprise, General Ledger, Accounting, Treasury Management, IFRS, Analysis, Variance Analysis, Management, Internal Audit, Finance, SEC filings, Valuation, Cash Management, Sarbanes-Oxley Act, Consolidation, Banking, Account Reconciliation, Investment Banking, Credit, Mergers & Acquisitions, Auditing, Bloomberg, Risk Management, US GAAP, Financial Forecasting, Budgets, Capital Markets
Education
North Carolina State University
BS in Business Management, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Finance
Sheri Stitz's Wachovia Experience December 1997 - May 2005
Job
Industry Human Resources
Experience
Right Management September 2010 - Present
Right Management January 2009 - September 2010
WACHOVIA December 1997 - May 2005
Skills
Microsoft Office, Team Building, Change Management, Team Leadership, Public Speaking, PowerPoint, Process Improvement, Outlook, Recruiting, Customer Service, Microsoft Excel, Resume Writing, Microsoft Word, Strategic Planning, Data Analysis, Access, Software Documentation, Project Management, Human Resources, Editing, Employee Relations, Leadership Development, Training, Performance Management
Education
University of North Carolina at Charlotte
BA, Psychology
Right Management September 2010 - Present
Right Management January 2009 - September 2010
WACHOVIA December 1997 - May 2005
Skills
Microsoft Office, Team Building, Change Management, Team Leadership, Public Speaking, PowerPoint, Process Improvement, Outlook, Recruiting, Customer Service, Microsoft Excel, Resume Writing, Microsoft Word, Strategic Planning, Data Analysis, Access, Software Documentation, Project Management, Human Resources, Editing, Employee Relations, Leadership Development, Training, Performance Management
Education
University of North Carolina at Charlotte
BA, Psychology
Marisa C. Smith Smith's Wachovia Experience February 2001 - April 2001
Job Systems Support Analyst at PPD
Industry Pharmaceuticals
Experience
PPD September 2011 - Present
Premier Research June 2010 - August 2011
Wachovia: A Wells Fargo Company February 2006 - June 2010
Wells Fargo April 2001 - January 2006
Wachovia February 2001 - April 2001
Skills
Databases, ITIL, Data Analysis, Regulatory Requirements, PL/SQL, Business Analysis, SAS, Unix, Process Improvement, Access, Active Directory, Database Administration, Clinical Research, Testing, Vendor Management, Oracle Discoverer, SDLC, Oracle, Toad, Project Management
Education
University of North Carolina at Charlotte
Bachelor of Science (B.S.), Computer Science
PPD September 2011 - Present
Premier Research June 2010 - August 2011
Wachovia: A Wells Fargo Company February 2006 - June 2010
Wells Fargo April 2001 - January 2006
Wachovia February 2001 - April 2001
Skills
Databases, ITIL, Data Analysis, Regulatory Requirements, PL/SQL, Business Analysis, SAS, Unix, Process Improvement, Access, Active Directory, Database Administration, Clinical Research, Testing, Vendor Management, Oracle Discoverer, SDLC, Oracle, Toad, Project Management
Education
University of North Carolina at Charlotte
Bachelor of Science (B.S.), Computer Science
Lauren Hudock's Wachovia Experience 2006 - 2009
Job Vice President Commercial Lending at Bank of the Ozarks
Industry Banking
Experience
Bank of the Ozarks January 2015 - Present
Bank of Commerce March 2014 - December 2014
CertusBank September 2012 - February 2014
Bank of America September 2011 - September 2012
Fifth Third Bank September 2009 - September 2011
Wachovia 2006 - 2009
Skills
Banking, Loans, New Business Development, CRM, Insurance, Risk Management, Microsoft Word, Microsoft Excel, Management, PowerPoint, Microsoft Office, Customer Service, Customer Retention, Credit, Small Business Lending, Commercial Lending, Commercial Banking, Lines Of Credit, Consumer Lending, Loan Origination, Credit Analysis, Mortgage Banking, Treasury Management, Retail Banking, Mortgage Lending, Small Business, Relationship Management, Underwriting
Education
University of North Carolina at Charlotte 2000 — 2004
Bachelor of Arts (B.A.), English Language and Literature/Political Science
Bank of the Ozarks January 2015 - Present
Bank of Commerce March 2014 - December 2014
CertusBank September 2012 - February 2014
Bank of America September 2011 - September 2012
Fifth Third Bank September 2009 - September 2011
Wachovia 2006 - 2009
Skills
Banking, Loans, New Business Development, CRM, Insurance, Risk Management, Microsoft Word, Microsoft Excel, Management, PowerPoint, Microsoft Office, Customer Service, Customer Retention, Credit, Small Business Lending, Commercial Lending, Commercial Banking, Lines Of Credit, Consumer Lending, Loan Origination, Credit Analysis, Mortgage Banking, Treasury Management, Retail Banking, Mortgage Lending, Small Business, Relationship Management, Underwriting
Education
University of North Carolina at Charlotte 2000 — 2004
Bachelor of Arts (B.A.), English Language and Literature/Political Science
Angie Waldrop's Wachovia Experience 2001 - 2003
Job Compensation Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2012 - Present
Wells Fargo 2003 - 2011
Wachovia 2001 - 2003
ALLTEL COMMUNICATIONS, INC 1999 - 2001
Alltel Communications, Inc. 1998 - 1999
Alltel Communications 1996 - 1998
Alltel Communications, Inc 1994 - 1996
Alltel Communications, Inc. 1992 - 1994
LEATHER N’ WOOD, INC./BAY POTTERY 1990 - 1992
Skills
PeopleSoft, Executive Pay, Non-Qualified Deferred..., Equity Administration, Incentive Programs, HRIS, Financial Analysis, Access, Forecasting, Data Analysis, Management, Vendor Management
Education
University of North Carolina at Charlotte 1987 — 1990
B.A., English
Wells Fargo January 2012 - Present
Wells Fargo 2003 - 2011
Wachovia 2001 - 2003
ALLTEL COMMUNICATIONS, INC 1999 - 2001
Alltel Communications, Inc. 1998 - 1999
Alltel Communications 1996 - 1998
Alltel Communications, Inc 1994 - 1996
Alltel Communications, Inc. 1992 - 1994
LEATHER N’ WOOD, INC./BAY POTTERY 1990 - 1992
Skills
PeopleSoft, Executive Pay, Non-Qualified Deferred..., Equity Administration, Incentive Programs, HRIS, Financial Analysis, Access, Forecasting, Data Analysis, Management, Vendor Management
Education
University of North Carolina at Charlotte 1987 — 1990
B.A., English
Amanda Hatley's Wachovia Experience October 2003 - June 2006
Job Senior Project Manager at Bank of America
Industry Banking
Experience
Bank of America March 2013 - Present
Bank of America March 2012 - March 2013
Bank of America February 2009 - December 2011
Bank of America June 2006 - February 2009
Wachovia October 2003 - June 2006
First Union National Bank June 2001 - October 2003
Skills
Business Process Design, Project Management, Leadership, Business Analysis, Governance, IT Operations Management, Reporting & Analysis
Education
University of North Carolina at Charlotte 1997 — 2001
Bachelors Degree, Finance
Bank of America March 2013 - Present
Bank of America March 2012 - March 2013
Bank of America February 2009 - December 2011
Bank of America June 2006 - February 2009
Wachovia October 2003 - June 2006
First Union National Bank June 2001 - October 2003
Skills
Business Process Design, Project Management, Leadership, Business Analysis, Governance, IT Operations Management, Reporting & Analysis
Education
University of North Carolina at Charlotte 1997 — 2001
Bachelors Degree, Finance
Alton Ledford's Wachovia Experience January 2004 - September 2005
Job Bank 3rd Party Service Provider Risk Assessment
Industry Banking
Experience
Tata Consultancy Services Client: Bank of America January 2015 - Present
Tata Consultancy Services Client:Bank of America March 2012 - January 2015
nextSource October 2011 - February 2012
Bank of America June 2010 - September 2011
Wells Fargo September 2005 - June 2010
Wachovia January 2004 - September 2005
Digital Optics Corp February 2001 - December 2003
IBM October 1998 - February 2001
Digital optics Corp April 1996 - October 1998
UNC Charlotte May 1991 - April 1996
Skills
Web Services, Integration, SOA, Requirements Analysis, Software Project..., Agile Methodologies, Enterprise Architecture, SDLC, Risk Management, IT Strategy, Business Intelligence, Architecture, Agile Project Management, Application Architecture, Unix, Websphere, Solution Architecture, Software Development, ETL, DB2, Requirements Gathering, Architectures, WebSphere
Education
UNC Charlotte 1994 — 1996
Master's degree, Computer Science
UNC Charlotte 1987 — 1991
Bachelor of Applied Science (B.A.Sc.), Manufacturing Engineering Technology/Technician
Tata Consultancy Services Client: Bank of America January 2015 - Present
Tata Consultancy Services Client:Bank of America March 2012 - January 2015
nextSource October 2011 - February 2012
Bank of America June 2010 - September 2011
Wells Fargo September 2005 - June 2010
Wachovia January 2004 - September 2005
Digital Optics Corp February 2001 - December 2003
IBM October 1998 - February 2001
Digital optics Corp April 1996 - October 1998
UNC Charlotte May 1991 - April 1996
Skills
Web Services, Integration, SOA, Requirements Analysis, Software Project..., Agile Methodologies, Enterprise Architecture, SDLC, Risk Management, IT Strategy, Business Intelligence, Architecture, Agile Project Management, Application Architecture, Unix, Websphere, Solution Architecture, Software Development, ETL, DB2, Requirements Gathering, Architectures, WebSphere
Education
UNC Charlotte 1994 — 1996
Master's degree, Computer Science
UNC Charlotte 1987 — 1991
Bachelor of Applied Science (B.A.Sc.), Manufacturing Engineering Technology/Technician
Garrett Riddle's Wachovia Experience August 2010 - October 2011
Job Branch Manager 2 at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank July 2012 - Present
Wells Fargo October 2011 - July 2012
Wachovia August 2010 - October 2011
Education
University of North Carolina at Charlotte 2002 — 2008
Psychology
Wells Fargo Bank July 2012 - Present
Wells Fargo October 2011 - July 2012
Wachovia August 2010 - October 2011
Education
University of North Carolina at Charlotte 2002 — 2008
Psychology
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.