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
LaTeri McFadden LaTeri McFadden's Wachovia Experience November 2006 - December 2007
Job DOCTORAL LEARNER
Industry Human Resources
Experience
Operation HOPE February 2013 - Present
Strayer University May 2012 - September 2012
Xerox December 2007 - September 2012
Wachovia November 2006 - December 2007
United States Attorney's Office April 2003 - May 2006
Skills
Training & Development, Organizational Behavior, Corporate Culture, Customer Service, Teamwork, Research, Outlook, Telephone Skills, Employee Training, Training, Leadership, Human Resources, Leadership Development, Team Leadership, Employee Relations, Interviews, Public Speaking, Recruiting, Organizational..., Networking, Sales, Benefits Administration, Staff Development, Performance Management, System Administration, Time Management, Coaching, Employee Benefits, Policy, Team Building, Organizational..., Analysis, Workshop Facilitation, Management, Teaching, Nonprofits, Event Planning, Microsoft Office, Social Media, PowerPoint
Education
Capella University 2009 — 2015
Doctor of Philosophy (Ph.D.), Organization and Managment
Towson University 2004 — 2006
Master's of Science, Human Resource Development
Towson University 2004 — 2006
Post-Bachelors Certificate, Management and Leadership Development
Bowie State University 2000 — 2004
Bachelors of Science, Pedology; Child Studies
Operation HOPE February 2013 - Present
Strayer University May 2012 - September 2012
Xerox December 2007 - September 2012
Wachovia November 2006 - December 2007
United States Attorney's Office April 2003 - May 2006
Skills
Training & Development, Organizational Behavior, Corporate Culture, Customer Service, Teamwork, Research, Outlook, Telephone Skills, Employee Training, Training, Leadership, Human Resources, Leadership Development, Team Leadership, Employee Relations, Interviews, Public Speaking, Recruiting, Organizational..., Networking, Sales, Benefits Administration, Staff Development, Performance Management, System Administration, Time Management, Coaching, Employee Benefits, Policy, Team Building, Organizational..., Analysis, Workshop Facilitation, Management, Teaching, Nonprofits, Event Planning, Microsoft Office, Social Media, PowerPoint
Education
Capella University 2009 — 2015
Doctor of Philosophy (Ph.D.), Organization and Managment
Towson University 2004 — 2006
Master's of Science, Human Resource Development
Towson University 2004 — 2006
Post-Bachelors Certificate, Management and Leadership Development
Bowie State University 2000 — 2004
Bachelors of Science, Pedology; Child Studies
Kollette Vanerstrom Kollette Vanerstrom's Wachovia Experience 2001 - 2007
Job Systems Analyst at Bank of the West
Industry Banking
Experience
Bank of the West May 2013 - Present
Bank of the West May 2008 - April 2013
Wachovia 2001 - 2007
World Savings 2001 - 2007
Sterling Financial 1998 - 2001
John Muir Health 1989 - 1998
Skills
SharePoint, Software Documentation, Access, Project Management, Microsoft SQL Server, Management, SQL, Outlook, System Administration, Databases, Training, Microsoft Excel, Crystal Reports, Troubleshooting, Business Process, Microsoft Word, Leadership, Testing, SDLC, Vendor Management, Business Analysis, Budgets
Education
University of California, Berkeley 1998 — 2000
Computer Science
California State University-Chico 1986 — 1989
Bachelor of Science, Communications
Diablo Valley College 1984 — 1986
AA, General Ed
Clayton Valley High School 1981 — 1984
Bank of the West May 2013 - Present
Bank of the West May 2008 - April 2013
Wachovia 2001 - 2007
World Savings 2001 - 2007
Sterling Financial 1998 - 2001
John Muir Health 1989 - 1998
Skills
SharePoint, Software Documentation, Access, Project Management, Microsoft SQL Server, Management, SQL, Outlook, System Administration, Databases, Training, Microsoft Excel, Crystal Reports, Troubleshooting, Business Process, Microsoft Word, Leadership, Testing, SDLC, Vendor Management, Business Analysis, Budgets
Education
University of California, Berkeley 1998 — 2000
Computer Science
California State University-Chico 1986 — 1989
Bachelor of Science, Communications
Diablo Valley College 1984 — 1986
AA, General Ed
Clayton Valley High School 1981 — 1984
Will Martin Will Martin's Wachovia Experience August 2002 - July 2008
Job Regional Business Manager
Industry Hospital & Health Care
Experience
Mercy Air January 2015 - Present
Air Methods January 2015 - Present
Gateway Bank August 2013 - December 2014
Apple Inc. July 2010 - August 2013
PNC Mortgage August 2008 - February 2010
Wachovia August 2002 - July 2008
PLATO Learning 1997 - 2002
Nielsen Media Research 1993 - 1997
Skills
Sales Management, Account Management, Salesforce.com, Sales, Mortgage Lending, Loans, Marketing, Business Development, Mortgage Banking, Strategic Planning, New Business Development, Team Building, Credit, Customer Service, Training, Management, Coaching, Banking, Conflict Resolution, Customer Satisfaction, Development Of Employees, Leadership, Retail Category..., Selling
Education
California State University-Chico 1989 — 1993
Communications
Mercy Air January 2015 - Present
Air Methods January 2015 - Present
Gateway Bank August 2013 - December 2014
Apple Inc. July 2010 - August 2013
PNC Mortgage August 2008 - February 2010
Wachovia August 2002 - July 2008
PLATO Learning 1997 - 2002
Nielsen Media Research 1993 - 1997
Skills
Sales Management, Account Management, Salesforce.com, Sales, Mortgage Lending, Loans, Marketing, Business Development, Mortgage Banking, Strategic Planning, New Business Development, Team Building, Credit, Customer Service, Training, Management, Coaching, Banking, Conflict Resolution, Customer Satisfaction, Development Of Employees, Leadership, Retail Category..., Selling
Education
California State University-Chico 1989 — 1993
Communications
Felisha Collins Felisha Collins's Wachovia Experience May 2006 - December 2007
Job Payment Poster at Health Diagnostic Laboratory, Inc.
Industry Health, Wellness and Fitness
Experience
Health Diagnostic Laboratory, Inc. July 2012 - Present
Healthport LLC July 2011 - July 2012
WellPoint October 2010 - November 2011
Daily Planet September 2010 - October 2010
Sears February 2008 - January 2009
Wachovia May 2006 - December 2007
US Army March 2000 - September 2005
Skills
Healthcare, Telephone Skills, Microsoft Office, Customer Service, Public Speaking, Data Entry, PowerPoint, Microsoft Word, Microsoft Excel, Process Improvement, Hospitals, Leadership, Software Documentation, Team Building, Event Planning, Medical Terminology, Administrative..., Research, Community Outreach, Documentation, HIPAA, Healthcare Information..., Outlook, Strategic Planning, Training, Time Management, Cashiering, Budgets
Education
Strayer 2012 — 2016
Bachelor's Degree, Health/Health Care Administration/Management, 3.57
Bryant and Stratton College 2009 — 2010
Associate of Applied Science, Medical Administrative Assistant
Health Diagnostic Laboratory, Inc. July 2012 - Present
Healthport LLC July 2011 - July 2012
WellPoint October 2010 - November 2011
Daily Planet September 2010 - October 2010
Sears February 2008 - January 2009
Wachovia May 2006 - December 2007
US Army March 2000 - September 2005
Skills
Healthcare, Telephone Skills, Microsoft Office, Customer Service, Public Speaking, Data Entry, PowerPoint, Microsoft Word, Microsoft Excel, Process Improvement, Hospitals, Leadership, Software Documentation, Team Building, Event Planning, Medical Terminology, Administrative..., Research, Community Outreach, Documentation, HIPAA, Healthcare Information..., Outlook, Strategic Planning, Training, Time Management, Cashiering, Budgets
Education
Strayer 2012 — 2016
Bachelor's Degree, Health/Health Care Administration/Management, 3.57
Bryant and Stratton College 2009 — 2010
Associate of Applied Science, Medical Administrative Assistant
David Ohanian David Ohanian's Wachovia Experience April 2008 - July 2009
Job Managing Director Union Bank Private Bank
Industry Financial Services
Experience
Union Bank November 2013 - Present
Comerica July 2009 - November 2013
Wachovia April 2008 - July 2009
Wachovia Private Bank April 2008 - July 2009
Bank of America July 2002 - March 2008
Bank of America November 2005 - February 2007
Banc of America Investments June 2002 - November 2005
Morgan Stanley Dean Witter December 1998 - June 2002
Skills
Derivatives, Insurance, Asset Managment, Strategic Financial..., Treasury Management, Loans, Executive Financial..., Asset Management, Strategy, Banking, Commercial Banking, Business Development, Credit, Finance, Investments, Management
Education
California State University-Fresno 1987 — 1991
Bachelors, Biology
Union Bank November 2013 - Present
Comerica July 2009 - November 2013
Wachovia April 2008 - July 2009
Wachovia Private Bank April 2008 - July 2009
Bank of America July 2002 - March 2008
Bank of America November 2005 - February 2007
Banc of America Investments June 2002 - November 2005
Morgan Stanley Dean Witter December 1998 - June 2002
Skills
Derivatives, Insurance, Asset Managment, Strategic Financial..., Treasury Management, Loans, Executive Financial..., Asset Management, Strategy, Banking, Commercial Banking, Business Development, Credit, Finance, Investments, Management
Education
California State University-Fresno 1987 — 1991
Bachelors, Biology
Darren Fowler Darren Fowler's Wachovia Experience February 2007 - February 2009
Job Financial Services Professional
Industry Banking
Experience
LPL Financial April 2013 - Present
Diebold October 2011 - September 2012
Wells Fargo January 2009 - October 2011
Wachovia February 2007 - February 2009
World Savings January 2006 - February 2007
Skills
Strategic Planning, Project Management, Expense Management, Process Improvement, Financial Analysis, Banking, Business Analysis, Financial Modeling, Financial Services, Risk Management, Analysis, Forecasting, Business Strategy
Education
California State University-East Bay 1999 — 2004
BS, Mathematics
LPL Financial April 2013 - Present
Diebold October 2011 - September 2012
Wells Fargo January 2009 - October 2011
Wachovia February 2007 - February 2009
World Savings January 2006 - February 2007
Skills
Strategic Planning, Project Management, Expense Management, Process Improvement, Financial Analysis, Banking, Business Analysis, Financial Modeling, Financial Services, Risk Management, Analysis, Forecasting, Business Strategy
Education
California State University-East Bay 1999 — 2004
BS, Mathematics
Cindy A Ryan Cindy A Ryan's Wachovia Experience April 1995 - November 2008
Job Financial Services Representative at MetLife Securities, Inc.
Industry Financial Services
Experience
MetLife Securities, Inc. April 2011 - Present
Morgan Stanley Smith Barney August 2009 - March 2011
Wachovia April 1995 - November 2008
Wachovia Education Finance April 1995 - November 2008
Wachovia Bank 1995 - 2008
Fleet National Bank 1992 - 1995
Education
Bryant University 1992 — 1998
Business Administration, Marketing, Finance
MetLife Securities, Inc. April 2011 - Present
Morgan Stanley Smith Barney August 2009 - March 2011
Wachovia April 1995 - November 2008
Wachovia Education Finance April 1995 - November 2008
Wachovia Bank 1995 - 2008
Fleet National Bank 1992 - 1995
Education
Bryant University 1992 — 1998
Business Administration, Marketing, Finance
Lisa Reuter Lisa Reuter's Wachovia Experience November 1996 - June 2000
Job Sales Associate at RealtySouth
Industry Real Estate
Experience
RealtySouth March 2014 - Present
Regions Financial Corporation February 2012 - October 2012
Regions February 2010 - February 2012
RealtySouth January 2004 - May 2006
Wachovia November 1996 - June 2000
SouthTrust 1990 - 1996
Skills
Risk Management, Bank Secrecy Act, Risk Assessment, OFAC, Retail Banking, Regulations, Internal Audit, Operational Risk, Auditing, Financial Risk, Banking, Fraud, Operational Risk..., Loans, AML, KYC
Education
Birmingham-Southern College
BS, Finance
RealtySouth March 2014 - Present
Regions Financial Corporation February 2012 - October 2012
Regions February 2010 - February 2012
RealtySouth January 2004 - May 2006
Wachovia November 1996 - June 2000
SouthTrust 1990 - 1996
Skills
Risk Management, Bank Secrecy Act, Risk Assessment, OFAC, Retail Banking, Regulations, Internal Audit, Operational Risk, Auditing, Financial Risk, Banking, Fraud, Operational Risk..., Loans, AML, KYC
Education
Birmingham-Southern College
BS, Finance
Andrea Reynolds Andrea Reynolds's Wachovia Experience July 2006 - November 2007
Job Sales Supervisor at New Millennium Building Systems
Industry Building Materials
Experience
New Millennium Building Systems August 2011 - Present
Kaia FIT August 2013 - May 2015
Nevada State Bank November 2007 - August 2011
Wachovia July 2006 - November 2007
World Savings March 2003 - July 2006
Skills
Contract Management, Construction Management, Sales, Construction, Contract Negotiation, Sales Management, Budgets, Project Estimation, Microsoft Office, Value Engineering, Project Coordination, Building Materials, Project Bidding, Process Scheduler, Procurement, Metal Roofing, Metal Fabrication, Steel, Steel Buildings, Steel Framing, Steel Plant, Steel Structures, American Welding..., AutoCAD, High Rise, Steel Design, Steel Detailing, Truss
Education
California State University-Chico 2001 — 2006
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
New Millennium Building Systems August 2011 - Present
Kaia FIT August 2013 - May 2015
Nevada State Bank November 2007 - August 2011
Wachovia July 2006 - November 2007
World Savings March 2003 - July 2006
Skills
Contract Management, Construction Management, Sales, Construction, Contract Negotiation, Sales Management, Budgets, Project Estimation, Microsoft Office, Value Engineering, Project Coordination, Building Materials, Project Bidding, Process Scheduler, Procurement, Metal Roofing, Metal Fabrication, Steel, Steel Buildings, Steel Framing, Steel Plant, Steel Structures, American Welding..., AutoCAD, High Rise, Steel Design, Steel Detailing, Truss
Education
California State University-Chico 2001 — 2006
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Catherine Batacan Catherine Batacan's Wachovia Experience July 2007 - January 2008
Job Principal User Experience Designer
Industry Design
Experience
Logitech July 2015 - Present
SEPHORA November 2013 - June 2015
Madison Reed June 2013 - November 2013
ModCloth December 2012 - May 2013
Google April 2012 - December 2012
TRX Training October 2008 - April 2012
Hotwire August 2008 - March 2009
Wachovia July 2007 - January 2008
AAA March 2003 - July 2007
Estee Lauder Group of Companies 2000 - 2002
Skills
User Experience, Wireframes, User Interface, User Experience Design, Usability, User-centered Design, Rapid Prototyping, Visual Design, Interaction Design, Email Marketing, User Interface Design, E-commerce, Online Marketing, User Scenarios, Information Architecture, Wire Framing, Mobile Design, Concept Modeling,..., WordPress, jQuery, Experience Design, Information Design, OmniGraffle, Adobe Creative Suite, Concept Development, Web Design, Graphics, Product Development, Design Strategy, Card Sorting, Human Computer..., Paper Prototyping, Design Thinking, Adobe Fireworks, Web Standards, Service Design, Dreamweaver, Mobile Applications, HTML 5, Usability Testing, Mobile Devices
Education
California Polytechnic State University-San Luis Obispo
BS, Graphic Communications
Logitech July 2015 - Present
SEPHORA November 2013 - June 2015
Madison Reed June 2013 - November 2013
ModCloth December 2012 - May 2013
Google April 2012 - December 2012
TRX Training October 2008 - April 2012
Hotwire August 2008 - March 2009
Wachovia July 2007 - January 2008
AAA March 2003 - July 2007
Estee Lauder Group of Companies 2000 - 2002
Skills
User Experience, Wireframes, User Interface, User Experience Design, Usability, User-centered Design, Rapid Prototyping, Visual Design, Interaction Design, Email Marketing, User Interface Design, E-commerce, Online Marketing, User Scenarios, Information Architecture, Wire Framing, Mobile Design, Concept Modeling,..., WordPress, jQuery, Experience Design, Information Design, OmniGraffle, Adobe Creative Suite, Concept Development, Web Design, Graphics, Product Development, Design Strategy, Card Sorting, Human Computer..., Paper Prototyping, Design Thinking, Adobe Fireworks, Web Standards, Service Design, Dreamweaver, Mobile Applications, HTML 5, Usability Testing, Mobile Devices
Education
California Polytechnic State University-San Luis Obispo
BS, Graphic Communications
Abby-Gail Chaffatt Abby-Gail Chaffatt's Wachovia Experience June 2005 - August 2005
Job Regulatory Consultant
Industry Legal Services
Experience
Promontory Financial Group, LLC August 2014 - Present
Federal Reserve Bank of New York May 2012 - May 2014
Federal Reserve Bank of Boston August 2010 - December 2010
Massachusetts Securities Division June 2010 - August 2010
District Court, Lowell, MA January 2010 - April 2010
Legal Aid Society May 2009 - August 2009
PricewaterhouseCoopers June 2006 - August 2007
Wachovia June 2005 - August 2005
Skills
Spreadsheets, Analysis, Banking, Legal Writing, Finance, Legal Research, Corporate Finance, Program Management, Corporate Governance, Securities, Civil Litigation, Courts, Policy, Securities Regulation, Corporate Law
Education
Boston University School of Law 2008 — 2011
J.D., Concentration in Business Organizations and Financial Law
University of Florida - Warrington College of Business Administration 2004 — 2008
BS, Finance
Promontory Financial Group, LLC August 2014 - Present
Federal Reserve Bank of New York May 2012 - May 2014
Federal Reserve Bank of Boston August 2010 - December 2010
Massachusetts Securities Division June 2010 - August 2010
District Court, Lowell, MA January 2010 - April 2010
Legal Aid Society May 2009 - August 2009
PricewaterhouseCoopers June 2006 - August 2007
Wachovia June 2005 - August 2005
Skills
Spreadsheets, Analysis, Banking, Legal Writing, Finance, Legal Research, Corporate Finance, Program Management, Corporate Governance, Securities, Civil Litigation, Courts, Policy, Securities Regulation, Corporate Law
Education
Boston University School of Law 2008 — 2011
J.D., Concentration in Business Organizations and Financial Law
University of Florida - Warrington College of Business Administration 2004 — 2008
BS, Finance
Rob Jibson, MBA's Wachovia Experience April 2008 - September 2008
Job Private Bank Mortgage Advisor at Zions Bank
Industry Banking
Experience
Zions Bank December 2014 - Present
KeyBank May 2014 - November 2014
KeyBank March 2013 - May 2014
Key Bank September 2008 - March 2013
Wachovia April 2008 - September 2008
Washington Mutual, Inc. June 2004 - April 2008
Skills
Fluent in Spanish, Loans, Mortgage Lending, Credit, Banking, Commercial Lending, Credit Analysis, Loan Origination, Mortgage Banking, FHA, Financial Analysis, Consumer Lending, Commercial Banking, Finance, Investments, Management, Private Banking, Portfolio Management
Education
Westminster College 2010 — 2012
MBA
Brigham Young University - Idaho 1999 — 2004
BS, Business - Finance
Zions Bank December 2014 - Present
KeyBank May 2014 - November 2014
KeyBank March 2013 - May 2014
Key Bank September 2008 - March 2013
Wachovia April 2008 - September 2008
Washington Mutual, Inc. June 2004 - April 2008
Skills
Fluent in Spanish, Loans, Mortgage Lending, Credit, Banking, Commercial Lending, Credit Analysis, Loan Origination, Mortgage Banking, FHA, Financial Analysis, Consumer Lending, Commercial Banking, Finance, Investments, Management, Private Banking, Portfolio Management
Education
Westminster College 2010 — 2012
MBA
Brigham Young University - Idaho 1999 — 2004
BS, Business - Finance
Mario Velarde's Wachovia Experience May 2006 - June 2007
Job Marketing Director at World Financial Group (WFG)
Industry Insurance
Experience
World Financial Group (WFG) May 2015 - Present
Progressive Insurance August 2007 - Present
Progressive Insurance August 2007 - November 2014
Wachovia May 2006 - June 2007
Wells Fargo Financial August 2004 - November 2005
Wells Fargo Financial August 2002 - November 2005
Wells Fargo Financial August 2002 - July 2004
Skills
Claims, Insurance, Property Damage, Customer Service, Liability, Policy, Negotiation, Microsoft Office, Investigation, Analysis, Payments, Customer Relations, Excel, Settlements, Timely, Adjusting, Compliance, Word, Insurance Claims, Risk, General Insurance, General Liability, Work Environment, Home, Writing, Claim, Underwriting, Property & Casualty..., Claims Management, Financial Risk, Settlement, Legal Liability, Adjustments, Finance, Claim Investigation, Management
Education
Boston University 2010 — 2012
Masters of Science, Banking and Financial Services Management
University of California, Davis 2000 — 2002
Bachelor of Science, Political Science
Hartnell College 1998 — 2000
Associate of Arts, Transfer Studies
World Financial Group (WFG) May 2015 - Present
Progressive Insurance August 2007 - Present
Progressive Insurance August 2007 - November 2014
Wachovia May 2006 - June 2007
Wells Fargo Financial August 2004 - November 2005
Wells Fargo Financial August 2002 - November 2005
Wells Fargo Financial August 2002 - July 2004
Skills
Claims, Insurance, Property Damage, Customer Service, Liability, Policy, Negotiation, Microsoft Office, Investigation, Analysis, Payments, Customer Relations, Excel, Settlements, Timely, Adjusting, Compliance, Word, Insurance Claims, Risk, General Insurance, General Liability, Work Environment, Home, Writing, Claim, Underwriting, Property & Casualty..., Claims Management, Financial Risk, Settlement, Legal Liability, Adjustments, Finance, Claim Investigation, Management
Education
Boston University 2010 — 2012
Masters of Science, Banking and Financial Services Management
University of California, Davis 2000 — 2002
Bachelor of Science, Political Science
Hartnell College 1998 — 2000
Associate of Arts, Transfer Studies
Lawrence Lawhorne Lawrence Lawhorne's Wachovia Experience August 2006 - January 2008
Job Owner/President at LML FitLife
Industry Information Technology and Services
Experience
LML FitLife September 2013 - Present
UT Southwestern Medical Center at Dallas March 2009 - August 2013
Albert Moving October 2008 - January 2009
DynCorp International February 2008 - September 2008
Wachovia August 2006 - January 2008
Bank of America September 2005 - August 2006
Wachovia October 2000 - May 2005
Skills
Visio, Software Documentation, Business Analysis, SharePoint, Requirements Analysis, Project Management, Process Improvement, Data Analysis, Vendor Management, Access, Program Management, Technical Writing
Education
University of North Carolina at Charlotte 1998 — 2003
Bachelors, Psychology
Brevard College
LML FitLife September 2013 - Present
UT Southwestern Medical Center at Dallas March 2009 - August 2013
Albert Moving October 2008 - January 2009
DynCorp International February 2008 - September 2008
Wachovia August 2006 - January 2008
Bank of America September 2005 - August 2006
Wachovia October 2000 - May 2005
Skills
Visio, Software Documentation, Business Analysis, SharePoint, Requirements Analysis, Project Management, Process Improvement, Data Analysis, Vendor Management, Access, Program Management, Technical Writing
Education
University of North Carolina at Charlotte 1998 — 2003
Bachelors, Psychology
Brevard College
Cindy Sandback Cindy Sandback's Wachovia Experience 2006 - 2009
Job Senior Regional Business Development Officer at Mission Federal Credit Union
Industry Banking
Experience
Mission Federal Credit Union August 2013 - Present
Pointivity October 2011 - October 2012
Insperity February 2009 - September 2011
Wachovia 2006 - 2009
Washington Mutual 1989 - 2006
Skills
Small Business, Performance Improvement, Efficiency Improvement, Banking, Non-profits, Start-ups, Employee Engagement, Cloud Computing, Team Leadership, HR Solutions, Human Resources, HRIS, Networking, Sales Process, Volunteer Management, Client Engagement, Board Development, Annual Giving, Operational Efficiency, Donor Engagement, Donor Communication, Nonprofits, Talent Management, Leadership, Management, Negotiation, Leadership Development, Customer Engagement, Account Management, Training, Team Building, Outsourcing, Sales, Business Planning, Change Management, Sales Operations
Education
California Lutheran University
Bachelor's Degrees, Psychology and Communication Arts
Mission Federal Credit Union August 2013 - Present
Pointivity October 2011 - October 2012
Insperity February 2009 - September 2011
Wachovia 2006 - 2009
Washington Mutual 1989 - 2006
Skills
Small Business, Performance Improvement, Efficiency Improvement, Banking, Non-profits, Start-ups, Employee Engagement, Cloud Computing, Team Leadership, HR Solutions, Human Resources, HRIS, Networking, Sales Process, Volunteer Management, Client Engagement, Board Development, Annual Giving, Operational Efficiency, Donor Engagement, Donor Communication, Nonprofits, Talent Management, Leadership, Management, Negotiation, Leadership Development, Customer Engagement, Account Management, Training, Team Building, Outsourcing, Sales, Business Planning, Change Management, Sales Operations
Education
California Lutheran University
Bachelor's Degrees, Psychology and Communication Arts
Charles Budd Charles Budd's Wachovia Experience 2007 - 2008
Job Vice President at Citizens Bank
Industry Banking
Experience
Citizens Bank 2010 - Present
Citizens Bank March 2010 - July 2012
HB Software Solutions January 2009 - 2009
Wachovia 2007 - 2008
Patriot Funding June 2006 - July 2007
Boston Bancgroup 2000 - 2006
Patriot Funding 1994 - 2000
Skills
Banking, Loans, Small Business Lending, Business Loans, Commercial Lending, Cash Management, Foreign Exchange, Credit, Commercial Banking, New Business Development, Mortgage Lending, Strategic Partnerships, Commercial Mortgages, Relationship Management, Mortgage Banking, Lead Generation, Solution Selling, Sales, Small Business, Management, Sales Management, Portfolio Management, Credit Analysis, Cross Selling, Financial Analysis, Customer Service, Account Management, Competitive Analysis, FHA, Financial Services, Negotiation, Selling, Credit Risk, Salesforce.com, B2B, Underwriting, Business Analysis, Cold Calling, Refinance, Risk Management, Marketing, Residential Mortgages, Customer Relations, Consultative Selling, Compliance, Mortgage, Loan Origination, Strategy, Finance, Retail Banking
Education
Moody's Commercial Credit Training Program
Commercial Lending
Suffolk University - Sawyer Business School 1980 — 1982
MBA, Marketing
Boston University Questrom School of Business 1974 — 1978
BSBA, Finance/Marketing
Citizens Bank 2010 - Present
Citizens Bank March 2010 - July 2012
HB Software Solutions January 2009 - 2009
Wachovia 2007 - 2008
Patriot Funding June 2006 - July 2007
Boston Bancgroup 2000 - 2006
Patriot Funding 1994 - 2000
Skills
Banking, Loans, Small Business Lending, Business Loans, Commercial Lending, Cash Management, Foreign Exchange, Credit, Commercial Banking, New Business Development, Mortgage Lending, Strategic Partnerships, Commercial Mortgages, Relationship Management, Mortgage Banking, Lead Generation, Solution Selling, Sales, Small Business, Management, Sales Management, Portfolio Management, Credit Analysis, Cross Selling, Financial Analysis, Customer Service, Account Management, Competitive Analysis, FHA, Financial Services, Negotiation, Selling, Credit Risk, Salesforce.com, B2B, Underwriting, Business Analysis, Cold Calling, Refinance, Risk Management, Marketing, Residential Mortgages, Customer Relations, Consultative Selling, Compliance, Mortgage, Loan Origination, Strategy, Finance, Retail Banking
Education
Moody's Commercial Credit Training Program
Commercial Lending
Suffolk University - Sawyer Business School 1980 — 1982
MBA, Marketing
Boston University Questrom School of Business 1974 — 1978
BSBA, Finance/Marketing
Jill M. Kelley's Wachovia Experience July 2005 - July 2008
Job Senior Operational Risk & Compliance Manager
Industry Wholesale
Experience
Wells Fargo June 2015 - Present
Mindseeker, Inc. January 2015 - June 2015
Wells Fargo Advisors December 2013 - December 2014
Bank of the West November 2012 - November 2013
Wells Fargo Bank March 2011 - July 2012
Ally Financial Inc. November 2010 - March 2011
Wells Fargo Advisors July 2009 - November 2010
Bank of America July 2008 - June 2009
Wachovia July 2005 - July 2008
Wachovia Securities, LLC March 2005 - July 2005
Skills
Vendor Management, Business Development, Market Risk, Business Analysis, Portfolio Management, Software Documentation, Process Improvement, SDLC, Banking, Financial Risk, Fixed Income, Risk Management, Program Management, Project Management, Relationship Management, Cross-functional Team..., Integration, Credit Risk, Basel II, Business Requirements, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Business Intelligence, Consulting, PMO, CRM, Change Management, Project Portfolio..., Business Process..., Executive Management, Visio, PMP, Software Project..., Resource Management, Governance, IT Strategy, Business Process, SharePoint, Analytics, Enterprise Architecture, Business Transformation, Analysis, Leadership, Management
Education
Boston College 1986 — 1990
BA, Mathematics
Wells Fargo June 2015 - Present
Mindseeker, Inc. January 2015 - June 2015
Wells Fargo Advisors December 2013 - December 2014
Bank of the West November 2012 - November 2013
Wells Fargo Bank March 2011 - July 2012
Ally Financial Inc. November 2010 - March 2011
Wells Fargo Advisors July 2009 - November 2010
Bank of America July 2008 - June 2009
Wachovia July 2005 - July 2008
Wachovia Securities, LLC March 2005 - July 2005
Skills
Vendor Management, Business Development, Market Risk, Business Analysis, Portfolio Management, Software Documentation, Process Improvement, SDLC, Banking, Financial Risk, Fixed Income, Risk Management, Program Management, Project Management, Relationship Management, Cross-functional Team..., Integration, Credit Risk, Basel II, Business Requirements, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Business Intelligence, Consulting, PMO, CRM, Change Management, Project Portfolio..., Business Process..., Executive Management, Visio, PMP, Software Project..., Resource Management, Governance, IT Strategy, Business Process, SharePoint, Analytics, Enterprise Architecture, Business Transformation, Analysis, Leadership, Management
Education
Boston College 1986 — 1990
BA, Mathematics
Anessa Ann Griffin's Wachovia Experience September 1997 - May 1998
Job Business Operations Management
Industry Financial Services
Experience
The School Box November 2009 - Present
Hall County Schools August 2011 - May 2012
Gwinnett County Public Schools February 2008 - May 2011
Buford City School District February 2008 - May 2011
Dillards October 2007 - October 2008
Gwinnett Habitat for Humanity December 2005 - June 2008
Drywall & Paint Specialists and JoMel Homes December 2000 - January 2005
DentFirst Dental Care January 1999 - December 2000
Wachovia September 1997 - May 1998
Skills
Organizational..., Operations Management, Process Analysis, Business Process Design, Process Implementation, Business Process..., Technology Solutions..., Operating Budgets, Cost Accounting, Budget Monitoring, Financial Analysis, Revenue Cycle Management, Strategic Account..., Account Management, Healthcare Management, Physician Relations, Master Scheduling, Patient Education, Business Development, Customer Experience..., Customer Centric..., Long-term Customer..., Training Development..., Contract Negotiation, Contract Management, Government Regulatory..., Community Development, Microsoft Access, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Publisher, Microsoft Word, Prezi, SUM/IT Systems..., QuickBooks, Analytical Thinking, Logical Thinker, Detailed Organization, Outlook
Education
Brenau University 2008 — 2011
Master of Art in Teaching, Middle Grades Education, Science, and Social Studies concentrations, 3.76
University of Phoenix-Atlanta Campus 2005 — 2007
Bachelor of Science in Business, Management, 3.91
The School Box November 2009 - Present
Hall County Schools August 2011 - May 2012
Gwinnett County Public Schools February 2008 - May 2011
Buford City School District February 2008 - May 2011
Dillards October 2007 - October 2008
Gwinnett Habitat for Humanity December 2005 - June 2008
Drywall & Paint Specialists and JoMel Homes December 2000 - January 2005
DentFirst Dental Care January 1999 - December 2000
Wachovia September 1997 - May 1998
Skills
Organizational..., Operations Management, Process Analysis, Business Process Design, Process Implementation, Business Process..., Technology Solutions..., Operating Budgets, Cost Accounting, Budget Monitoring, Financial Analysis, Revenue Cycle Management, Strategic Account..., Account Management, Healthcare Management, Physician Relations, Master Scheduling, Patient Education, Business Development, Customer Experience..., Customer Centric..., Long-term Customer..., Training Development..., Contract Negotiation, Contract Management, Government Regulatory..., Community Development, Microsoft Access, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Publisher, Microsoft Word, Prezi, SUM/IT Systems..., QuickBooks, Analytical Thinking, Logical Thinker, Detailed Organization, Outlook
Education
Brenau University 2008 — 2011
Master of Art in Teaching, Middle Grades Education, Science, and Social Studies concentrations, 3.76
University of Phoenix-Atlanta Campus 2005 — 2007
Bachelor of Science in Business, Management, 3.91
Allen Chan Allen Chan's Wachovia Experience 2006 - 2007
Job Investment Analyst at Cartica Capital
Industry Financial Services
Experience
Cartica Capital July 2014 - Present
Warburg Pincus 2010 - July 2012
Citi 2008 - 2010
Wachovia 2006 - 2007
Education
Harvard Business School 2012 — 2014
Brown University 2006 — 2008
Bachelor of Science (BS), Applied Math - Economics
University of North Carolina at Chapel Hill 2004 — 2006
Cartica Capital July 2014 - Present
Warburg Pincus 2010 - July 2012
Citi 2008 - 2010
Wachovia 2006 - 2007
Education
Harvard Business School 2012 — 2014
Brown University 2006 — 2008
Bachelor of Science (BS), Applied Math - Economics
University of North Carolina at Chapel Hill 2004 — 2006
Roger Kurtz Roger Kurtz's Wachovia Experience 1997 - 1999
Job Senior Vice President at MBL Risk Analytics, LLC
Industry Banking
Experience
MBL Risk Analytics, LLC June 2015 - Present
Landmark Bank N.A. January 2015 - June 2015
Small Business America, LLC March 2013 - December 2014
Sabadell United Bank March 2007 - October 2012
Gulfstream Business Bank 2005 - 2007
Comerica Bank 1999 - 2005
Wachovia 1997 - 1999
Community Bank of Florida 1991 - 1997
Skills
Credit Administration, Business Development, Relationship Management, Small Business Lending, Commercial Lending, Commercial Banking, Credit Analysis, Mortgage Lending, Credit Risk, Private Banking, Portfolio Management, Consumer Lending, Real Estate, Loans, Credit, Risk Management, Commercial Mortgages, Banking, Commercial Real Estate, Financial Analysis, Asset Based Lending, Underwriting, Lines Of Credit, Mortgage Banking, Finance, SBA, Investments, Loan Origination, Financial Risk, Cash Management
Education
Philadelphia University 1976 — 1978
Bachelor of Science, Accounting and Economics, 3.81 GPA
Bloomsburg University of Pennsylvania 1974 — 1976
College of Business
MBL Risk Analytics, LLC June 2015 - Present
Landmark Bank N.A. January 2015 - June 2015
Small Business America, LLC March 2013 - December 2014
Sabadell United Bank March 2007 - October 2012
Gulfstream Business Bank 2005 - 2007
Comerica Bank 1999 - 2005
Wachovia 1997 - 1999
Community Bank of Florida 1991 - 1997
Skills
Credit Administration, Business Development, Relationship Management, Small Business Lending, Commercial Lending, Commercial Banking, Credit Analysis, Mortgage Lending, Credit Risk, Private Banking, Portfolio Management, Consumer Lending, Real Estate, Loans, Credit, Risk Management, Commercial Mortgages, Banking, Commercial Real Estate, Financial Analysis, Asset Based Lending, Underwriting, Lines Of Credit, Mortgage Banking, Finance, SBA, Investments, Loan Origination, Financial Risk, Cash Management
Education
Philadelphia University 1976 — 1978
Bachelor of Science, Accounting and Economics, 3.81 GPA
Bloomsburg University of Pennsylvania 1974 — 1976
College of Business
Terry Kaminsky Terry Kaminsky's Wachovia Experience 2002 - 2006
Job App System Engineer at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors September 2015 - Present
Signature Consultants 2012 - August 2015
Wells Fargo Advisors/Wachovia 2006 - 2011
Wachovia 2002 - 2006
Wachovia/First Union 1998 - 2001
KB Toys 1998 - 1998
GE Plastics 1996 - 1998
Telecommunications Initiative Project 1995 - 1996
Skills
COBOL, VSAM, SPUFI, Xpediter, Endevor, Easytrieve, Syncsort, Fileaid, DB2/SQL, CICS, JCL, NDM, Mainframe, QMF, Autosys, Access, APS, Analysis, TSO, Requirements Analysis, SDLC, WebSphere MQ, IMS DB/DC, Databases, SQL, System Testing, Systems Analysis, Teradata, Visio, DB2, Data Warehousing, Endeavor, FTP, Requirements Gathering, Business Requirements, Business Analysis, Unix, Oracle, Quality Assurance, User Acceptance Testing, PL/SQL, Test Planning
Education
Boston University
Bachelor of Liberal Studies, Social History of Industrial America, 3.4
Hudson Valley Community College
Associate’s in Applied Science, Computer Information Systems, 3.78
Wells Fargo Advisors September 2015 - Present
Signature Consultants 2012 - August 2015
Wells Fargo Advisors/Wachovia 2006 - 2011
Wachovia 2002 - 2006
Wachovia/First Union 1998 - 2001
KB Toys 1998 - 1998
GE Plastics 1996 - 1998
Telecommunications Initiative Project 1995 - 1996
Skills
COBOL, VSAM, SPUFI, Xpediter, Endevor, Easytrieve, Syncsort, Fileaid, DB2/SQL, CICS, JCL, NDM, Mainframe, QMF, Autosys, Access, APS, Analysis, TSO, Requirements Analysis, SDLC, WebSphere MQ, IMS DB/DC, Databases, SQL, System Testing, Systems Analysis, Teradata, Visio, DB2, Data Warehousing, Endeavor, FTP, Requirements Gathering, Business Requirements, Business Analysis, Unix, Oracle, Quality Assurance, User Acceptance Testing, PL/SQL, Test Planning
Education
Boston University
Bachelor of Liberal Studies, Social History of Industrial America, 3.4
Hudson Valley Community College
Associate’s in Applied Science, Computer Information Systems, 3.78
Melissa Parrella Melissa Parrella's Wachovia Experience April 2008 - February 2010
Job Tech Support Analyst Tier III at gMed
Industry Computer Software
Experience
gMed January 2012 - Present
Venali February 2010 - December 2010
Wachovia April 2008 - February 2010
Miami Dade College January 2006 - April 2007
Skills
Troubleshooting, Customer Service, Healthcare Information..., Software Troubleshooting, Technical Support, Application Support, Microsoft SQL Server, Client Services, Critical Thinking, Problem Solving, Training, SQL, Windows Server, Windows, Help Desk Support, At Multitasking, Written Communication, SQL Server Management..., Databases, Microsoft Technologies, Linux, Hylafax, Information Technology, HL7, Log Analysis, CRM, Detail Oriented, Attention to Detail, Teamwork, Documentation, Problem Analysis, Ownership, C++, C#, Java, HTML, Visual Studio, Computer Science, Software, Product Development, Programming, Management Information..., HIPAA, IP Networking
Education
Broward College 2014 — 2016
Computer Science, 4.0 GPA
Florida International University 2009 — 2013
Bachelor's Degree, Information Technology, 3.7 GPA
Florida International University - College of Business 2006 — 2010
Bachelor's Degree, Management Information Systems, 3.7 GPA
Miami Dade College 2003 — 2006
Associate's Degree, Business Administration and Management, General, 3.76 GPA
gMed January 2012 - Present
Venali February 2010 - December 2010
Wachovia April 2008 - February 2010
Miami Dade College January 2006 - April 2007
Skills
Troubleshooting, Customer Service, Healthcare Information..., Software Troubleshooting, Technical Support, Application Support, Microsoft SQL Server, Client Services, Critical Thinking, Problem Solving, Training, SQL, Windows Server, Windows, Help Desk Support, At Multitasking, Written Communication, SQL Server Management..., Databases, Microsoft Technologies, Linux, Hylafax, Information Technology, HL7, Log Analysis, CRM, Detail Oriented, Attention to Detail, Teamwork, Documentation, Problem Analysis, Ownership, C++, C#, Java, HTML, Visual Studio, Computer Science, Software, Product Development, Programming, Management Information..., HIPAA, IP Networking
Education
Broward College 2014 — 2016
Computer Science, 4.0 GPA
Florida International University 2009 — 2013
Bachelor's Degree, Information Technology, 3.7 GPA
Florida International University - College of Business 2006 — 2010
Bachelor's Degree, Management Information Systems, 3.7 GPA
Miami Dade College 2003 — 2006
Associate's Degree, Business Administration and Management, General, 3.76 GPA
Jason Edwards Jason Edwards's Wachovia Experience September 2000 - September 2002
Job Development Manager at The Integral Group
Industry Real Estate
Experience
The Integral Group October 2014 - Present
Fairfield Residential September 2013 - April 2014
YMCA Head Start of North Georgia 2008 - 2014
Boston Capital May 2012 - September 2013
James Doran Company / Humanities Foundation June 2011 - December 2011
Providence Realty Investors Inc. (PRI) January 2001 - June 2011
Wachovia September 2000 - September 2002
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA
Boston University 2012 — 2015
Certificate of Real Estate Finance
Morehouse College 1995 — 2000
BA
Pontificia Universidad Católica Madre y Maestra 1999 — 1999
The Integral Group October 2014 - Present
Fairfield Residential September 2013 - April 2014
YMCA Head Start of North Georgia 2008 - 2014
Boston Capital May 2012 - September 2013
James Doran Company / Humanities Foundation June 2011 - December 2011
Providence Realty Investors Inc. (PRI) January 2001 - June 2011
Wachovia September 2000 - September 2002
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA
Boston University 2012 — 2015
Certificate of Real Estate Finance
Morehouse College 1995 — 2000
BA
Pontificia Universidad Católica Madre y Maestra 1999 — 1999
Deborah Motley Deborah Motley's Wachovia Experience March 1989 - August 1994
Job Manager at IGNXT Technologies
Industry Computer Networking
Experience
IGNXT Technologies November 2013 - Present
Gospel Furthering Fellowship June 2011 - October 2012
Wachovia March 1989 - August 1994
Skills
Telecommunications,..., Evangelism, Management, Theology, Teaching
Education
Piedmont Baptist College 1985 — 1989
Bachelor of Arts (BA), Missions/Missionary Studies and Missiology
Caldwell Community College and Technical Institute 1983 — 1984
Nursing Assistant I , II, III, Caring for the elderly
IGNXT Technologies November 2013 - Present
Gospel Furthering Fellowship June 2011 - October 2012
Wachovia March 1989 - August 1994
Skills
Telecommunications,..., Evangelism, Management, Theology, Teaching
Education
Piedmont Baptist College 1985 — 1989
Bachelor of Arts (BA), Missions/Missionary Studies and Missiology
Caldwell Community College and Technical Institute 1983 — 1984
Nursing Assistant I , II, III, Caring for the elderly
Omar Iser's Wachovia Experience August 1981 - June 2009
Job Real Estate Agent / So. Florida
Industry Real Estate
Experience
Success Realty of South Florida March 2013 - Present
Leaders in Operations Management in the Miami/Fort Lauderdale Area 2014 - March 2014
Wells Fargo June 2009 - June 2013
WACHOVIA August 1981 - June 2009
Skills
Risk Management, Banking, Leadership, Real Estate, Foreclosures, Credit, Marketing, Negotiation, Accounting, Investment Properties, Buyer Representation, Relocation, Selling, Insurance Adjusting, Microsoft Word, Investments, Real Property, Insurance, FHA, Residential Homes, Sales, Business Analysis, First Time Home Buyers, Consumer Lending, Operations Management, IT Operations, Computer Network..., Project Management, Computer Hardware, Computers, Compliance, Operational Excellence, Leadership Development, Budget Process, Budgets, Financial Risk, Management, Process Improvement, Loans, Finance, Team Building
Education
Broward College 2003 — 2004
Associate's degree, Florida Department of Financial Services, A
Miami Dade College 1980 — 1983
Associate's Degree, Business Administration and Management, General
Hialeah High School 1977 — 1980
HS Diploma, Banking and Financial Support Services
Success Realty of South Florida March 2013 - Present
Leaders in Operations Management in the Miami/Fort Lauderdale Area 2014 - March 2014
Wells Fargo June 2009 - June 2013
WACHOVIA August 1981 - June 2009
Skills
Risk Management, Banking, Leadership, Real Estate, Foreclosures, Credit, Marketing, Negotiation, Accounting, Investment Properties, Buyer Representation, Relocation, Selling, Insurance Adjusting, Microsoft Word, Investments, Real Property, Insurance, FHA, Residential Homes, Sales, Business Analysis, First Time Home Buyers, Consumer Lending, Operations Management, IT Operations, Computer Network..., Project Management, Computer Hardware, Computers, Compliance, Operational Excellence, Leadership Development, Budget Process, Budgets, Financial Risk, Management, Process Improvement, Loans, Finance, Team Building
Education
Broward College 2003 — 2004
Associate's degree, Florida Department of Financial Services, A
Miami Dade College 1980 — 1983
Associate's Degree, Business Administration and Management, General
Hialeah High School 1977 — 1980
HS Diploma, Banking and Financial Support Services
Jeffrey Walter Jeffrey Walter's Wachovia Experience 2001 - 2003
Job Design Consultant at Portable Church Industries
Industry Religious Institutions
Experience
Portable Church Industries January 2014 - Present
LifePoint Church January 2011 - January 2014
FBC Mortgage LLC January 2013 - June 2013
Carrington Mortgage Services August 2011 - December 2012
Federal Financial Group October 2008 - December 2012
Macquarie Mortgages USA 2004 - 2008
Wachovia 2001 - 2003
Skills
Finance, Funding, Portable Displays, Sales, Customer Service, Strategic Planning, Team Building, Investments, Credit, Management
Education
Bob Jones University 1987 — 1991
Bachelor of Science, Financial Management
Portable Church Industries January 2014 - Present
LifePoint Church January 2011 - January 2014
FBC Mortgage LLC January 2013 - June 2013
Carrington Mortgage Services August 2011 - December 2012
Federal Financial Group October 2008 - December 2012
Macquarie Mortgages USA 2004 - 2008
Wachovia 2001 - 2003
Skills
Finance, Funding, Portable Displays, Sales, Customer Service, Strategic Planning, Team Building, Investments, Credit, Management
Education
Bob Jones University 1987 — 1991
Bachelor of Science, Financial Management
Brandon McIntosh Brandon McIntosh's Wachovia Experience September 1994 - April 2010
Job Director Decision Management
Industry Banking
Experience
Citi June 2015 - Present
Citibank September 2011 - June 2015
Morgan Stanley Smith Barney April 2010 - September 2011
Wachovia Bank September 1994 - April 2010
Wachovia September 1994 - April 2010
SouthTrust Bank 1994 - 2004
SouthTrust 1994 - 2004
Skills
Analysis, Customer Insight, Strategy, Segmentation, Banking, Cross-functional Team..., Analytics
Education
Birmingham-Southern College 1989 — 1993
Bachelor of Arts, International Business
Citi June 2015 - Present
Citibank September 2011 - June 2015
Morgan Stanley Smith Barney April 2010 - September 2011
Wachovia Bank September 1994 - April 2010
Wachovia September 1994 - April 2010
SouthTrust Bank 1994 - 2004
SouthTrust 1994 - 2004
Skills
Analysis, Customer Insight, Strategy, Segmentation, Banking, Cross-functional Team..., Analytics
Education
Birmingham-Southern College 1989 — 1993
Bachelor of Arts, International Business
Laura Lambright Laura Lambright's Wachovia Experience 1994 - 1995
Job Director of Strategic Alliances at Walgreens
Industry Marketing and Advertising
Experience
Walgreens June 2011 - Present
Thomas J. Paul, Inc. February 2006 - April 2012
Lambright & Associates 2002 - 2005
Temple University Health System 1998 - November 2001
Temple University Health System January 1997 - 1998
Wachovia 1994 - 1995
Virginia Lottery 1992 - 1994
Young President's Association May 1990 - August 1990
Duke University Health System February 1986 - August 1989
Trail & Marks Otolaryngology Clinic 1980 - 1985
Skills
Strategic Planning, Market Research, Marketing Communications, Direct Mail, Healthcare, Management, Integrated Marketing, Product Launch, Brand Development, Marketing, Project Planning, Marketing Strategy, Strategy, Hospitals, Clinical Research, Project Management, CRM, Email Marketing, Digital Marketing, Cross-functional Team..., Direct Marketing, Advertising
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA
Louisiana State University Health Sciences Center 1979 — 1980
Masters, Audiology
University of Maryland College Park
BA, Hearing and Speech Sciences
Bradley University 1975 — 1977
Speech Pathology
Walgreens June 2011 - Present
Thomas J. Paul, Inc. February 2006 - April 2012
Lambright & Associates 2002 - 2005
Temple University Health System 1998 - November 2001
Temple University Health System January 1997 - 1998
Wachovia 1994 - 1995
Virginia Lottery 1992 - 1994
Young President's Association May 1990 - August 1990
Duke University Health System February 1986 - August 1989
Trail & Marks Otolaryngology Clinic 1980 - 1985
Skills
Strategic Planning, Market Research, Marketing Communications, Direct Mail, Healthcare, Management, Integrated Marketing, Product Launch, Brand Development, Marketing, Project Planning, Marketing Strategy, Strategy, Hospitals, Clinical Research, Project Management, CRM, Email Marketing, Digital Marketing, Cross-functional Team..., Direct Marketing, Advertising
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA
Louisiana State University Health Sciences Center 1979 — 1980
Masters, Audiology
University of Maryland College Park
BA, Hearing and Speech Sciences
Bradley University 1975 — 1977
Speech Pathology
Latonia Eilum Latonia Eilum's Wachovia Experience May 1995 - November 2004
Job Bachelor of Arts Degree Student
Industry Banking
Experience
SunTrust Bank May 2009 - September 2010
TIAA CREF August 2005 - October 2008
EDS January 2004 - August 2005
Wachovia May 1995 - November 2004
Sprint February 2002 - December 2002
Skills
Risk Management, Business Continuity, Process Improvement, Vendor Management, Risk Assessment, Sarbanes-Oxley Act, Business Analysis, IT Audit, Business Continuity..., Program Management, Project Management, Change Management, SharePoint, Strategic Planning, SDLC, Financial Risk, Operational Risk..., Incident Management, Banking, Asset Managment, Operational Risk, COBIT
Education
Devry University 2005 — 2007
Bachelor of Business Administration (B.B.A.), Technical Management
King's College 1995 — 1997
Computer Science, Computer Applications
Brown Mackie College-Atlanta
SunTrust Bank May 2009 - September 2010
TIAA CREF August 2005 - October 2008
EDS January 2004 - August 2005
Wachovia May 1995 - November 2004
Sprint February 2002 - December 2002
Skills
Risk Management, Business Continuity, Process Improvement, Vendor Management, Risk Assessment, Sarbanes-Oxley Act, Business Analysis, IT Audit, Business Continuity..., Program Management, Project Management, Change Management, SharePoint, Strategic Planning, SDLC, Financial Risk, Operational Risk..., Incident Management, Banking, Asset Managment, Operational Risk, COBIT
Education
Devry University 2005 — 2007
Bachelor of Business Administration (B.B.A.), Technical Management
King's College 1995 — 1997
Computer Science, Computer Applications
Brown Mackie College-Atlanta
Hem Merriman's Wachovia Experience September 2006 - April 2009
Job Collateral Appraisal Manager at Wells Fargo/Residential Appraisal Services
Industry Real Estate
Experience
Wells Fargo/Residential Appraisal Services April 2013 - Present
Wells Fargo August 2009 - April 2013
Wachovia September 2006 - April 2009
World Savings 2003 - 2006
CTC Corporation/Vermont Color February 1995 - February 1998
Skills
Employee Training, Loss Mitigation, Mortgage Lending, Appraisals, Underwriting, FHA, Banking, Loans, Real Estate, Valuation, Mortgage Banking, Credit, Risk Management
Education
Boston College 1993 — 1993
The Taft School 1989 — 1993
Wells Fargo/Residential Appraisal Services April 2013 - Present
Wells Fargo August 2009 - April 2013
Wachovia September 2006 - April 2009
World Savings 2003 - 2006
CTC Corporation/Vermont Color February 1995 - February 1998
Skills
Employee Training, Loss Mitigation, Mortgage Lending, Appraisals, Underwriting, FHA, Banking, Loans, Real Estate, Valuation, Mortgage Banking, Credit, Risk Management
Education
Boston College 1993 — 1993
The Taft School 1989 — 1993
Kyle Dukes, MBA, ACP, CSM, PMP's Wachovia Experience August 2006 - July 2008
Job Agile Coach/Scrum Master
Industry Information Technology and Services
Experience
TIAA-CREF March 2015 - Present
Bank of America June 2014 - February 2015
TIAA-CREF 2015 - 2015
JS Walker June 2012 - November 2013
Stein Mart May 2011 - May 2012
ADT Security Services September 2010 - September 2011
Lowe's Home Improvement October 2009 - September 2010
Microsoft July 2008 - April 2009
Wachovia August 2006 - July 2008
PricewaterhouseCoopers January 2005 - August 2006
Skills
Scrum Master: CSM, Agile Coach: PMI-ACP, Agile Methodologies:..., Agile Methodologies:..., Agile Methodologies:..., Project/Program ..., BI: SQL Server Data..., BI: SSRS Reports (SQL..., BI: SSAS Excel Cubes..., BI: Tableau Reporting, Big Data: Cloudera..., Financial: Clarity, Agile Reporting:..., Agile Reporting: Rally, Agile Reporting: JIRA, CMS: SharePoint 2013, Office 2013, CRM: SalesForce, CRM: Microsoft Dynamics, Notes: Microsoft OneNote, Presentations:..., Diagrams: Microsoft...
Education
Charis Bible College Florida 2010 — 2012
Completion of School of Practical Ministry
The University of Findlay 2002 — 2003
MBA, Business
Bowling Green State University 1997 — 2001
Bachelors of Science, Management Information Systems
TIAA-CREF March 2015 - Present
Bank of America June 2014 - February 2015
TIAA-CREF 2015 - 2015
JS Walker June 2012 - November 2013
Stein Mart May 2011 - May 2012
ADT Security Services September 2010 - September 2011
Lowe's Home Improvement October 2009 - September 2010
Microsoft July 2008 - April 2009
Wachovia August 2006 - July 2008
PricewaterhouseCoopers January 2005 - August 2006
Skills
Scrum Master: CSM, Agile Coach: PMI-ACP, Agile Methodologies:..., Agile Methodologies:..., Agile Methodologies:..., Project/Program ..., BI: SQL Server Data..., BI: SSRS Reports (SQL..., BI: SSAS Excel Cubes..., BI: Tableau Reporting, Big Data: Cloudera..., Financial: Clarity, Agile Reporting:..., Agile Reporting: Rally, Agile Reporting: JIRA, CMS: SharePoint 2013, Office 2013, CRM: SalesForce, CRM: Microsoft Dynamics, Notes: Microsoft OneNote, Presentations:..., Diagrams: Microsoft...
Education
Charis Bible College Florida 2010 — 2012
Completion of School of Practical Ministry
The University of Findlay 2002 — 2003
MBA, Business
Bowling Green State University 1997 — 2001
Bachelors of Science, Management Information Systems
Nheeda Enriquez's Wachovia Experience May 2008 - May 2009
Job User Experience Consultant at Ally Financial Inc.
Industry Consumer Services
Experience
Ally Financial Inc. April 2013 - Present
Duke Energy Corporation October 2012 - April 2013
Duke Energy Corporation July 2010 - October 2012
Duke Energy November 2009 - February 2011
Wachovia May 2008 - May 2009
Ingersoll Rand August 2004 - May 2008
Big Design September 1998 - August 2004
Skills
Product Development, Product Management, Industrial Design, Manufacturing, Strategy, Service Design, ideation, Innovation Research, Market Research, Product Design, Creative Direction, Design Thinking, Project Management, Team Building, Leadership, Cross-functional Team..., Program Management, Analysis, Usability Testing, Customer Insight, Rapid Prototyping, User Interface Design, Product Marketing, Engineering, Competitive Analysis, User-centered Design, User Research, Product Innovation, User Experience
Education
Illinois Institute of Technology 2007 — 2008
MDM
Georgia Institute of Technology 1996 — 1999
BSID
Boston University 1994 — 1996
Ally Financial Inc. April 2013 - Present
Duke Energy Corporation October 2012 - April 2013
Duke Energy Corporation July 2010 - October 2012
Duke Energy November 2009 - February 2011
Wachovia May 2008 - May 2009
Ingersoll Rand August 2004 - May 2008
Big Design September 1998 - August 2004
Skills
Product Development, Product Management, Industrial Design, Manufacturing, Strategy, Service Design, ideation, Innovation Research, Market Research, Product Design, Creative Direction, Design Thinking, Project Management, Team Building, Leadership, Cross-functional Team..., Program Management, Analysis, Usability Testing, Customer Insight, Rapid Prototyping, User Interface Design, Product Marketing, Engineering, Competitive Analysis, User-centered Design, User Research, Product Innovation, User Experience
Education
Illinois Institute of Technology 2007 — 2008
MDM
Georgia Institute of Technology 1996 — 1999
BSID
Boston University 1994 — 1996
Nathan Wheatley, CPA, CITP Nathan Wheatley, CPA, CITP's Wachovia Experience July 2000 - October 2008
Job Director, Technology Finance at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2010 - Present
The Shaw Group October 2008 - April 2010
Wachovia July 2000 - October 2008
Simpson Performance Products June 1999 - June 2000
Deloitte & Touche August 1996 - June 1999
Skills
Process Improvement, Risk Management, Financial Analysis, Forecasting, Financial Reporting, Accounting, Financial Modeling, Sarbanes-Oxley Act, Budgets, Microsoft Excel, Finance, Cash Flow, Auditing, Strategic Financial..., Managerial Finance, Accounts Receivable, Cost Accounting, Leadership, Internal Controls, Analysis, Project Planning, Management, Essbase, Business Process..., Mergers & Acquisitions, Internal Audit, Banking, Cash Management, Due Diligence, Variance Analysis, US GAAP, GAAP, Financial Accounting, Valuation, Corporate Finance, Financial Forecasting, Financial Planning
Education
Brigham Young University - Marriot School of Management 1994 — 1996
Masters in Accountancy
Brigham Young University 1989 — 1994
BS, Accouting
TIAA-CREF March 2010 - Present
The Shaw Group October 2008 - April 2010
Wachovia July 2000 - October 2008
Simpson Performance Products June 1999 - June 2000
Deloitte & Touche August 1996 - June 1999
Skills
Process Improvement, Risk Management, Financial Analysis, Forecasting, Financial Reporting, Accounting, Financial Modeling, Sarbanes-Oxley Act, Budgets, Microsoft Excel, Finance, Cash Flow, Auditing, Strategic Financial..., Managerial Finance, Accounts Receivable, Cost Accounting, Leadership, Internal Controls, Analysis, Project Planning, Management, Essbase, Business Process..., Mergers & Acquisitions, Internal Audit, Banking, Cash Management, Due Diligence, Variance Analysis, US GAAP, GAAP, Financial Accounting, Valuation, Corporate Finance, Financial Forecasting, Financial Planning
Education
Brigham Young University - Marriot School of Management 1994 — 1996
Masters in Accountancy
Brigham Young University 1989 — 1994
BS, Accouting
Kassie Sapp Haynes, CIR Kassie Sapp Haynes, CIR's Wachovia Experience 1999 - 1999
Job Senior Recruiter at Vanguard
Industry Financial Services
Experience
Vanguard April 1999 - Present
The Vanguard Group 1999 - Present
Wachovia 1999 - 1999
TEKsystems 1998 - 1999
Education
East Carolina University 1991 — 1993
BS, Speech, Language, and Auditory Pathology
Brigham Young University - Idaho 1989 — 1991
AA, Communications
AIRS CIR Training
Vanguard April 1999 - Present
The Vanguard Group 1999 - Present
Wachovia 1999 - 1999
TEKsystems 1998 - 1999
Education
East Carolina University 1991 — 1993
BS, Speech, Language, and Auditory Pathology
Brigham Young University - Idaho 1989 — 1991
AA, Communications
AIRS CIR Training
R.J. Cappadona's Wachovia Experience 2003 - 2007
Job Distribution Channel Director at Good Technology
Industry Information Technology and Services
Experience
Good Technology 2014 - Present
Good Technology 2011 - Present
Hewlett-Packard 2008 - 2011
Hewlett-Packard 2007 - 2008
Wachovia 2003 - 2007
Acclaim Technology 1999 - 2002
Bank of America 1995 - 1999
Skills
SaaS, Enterprise Software, Solution Selling, Sales Process, Cloud Computing, Salesforce.com, CRM, Go-to-market Strategy, Sales Operations, Kicking Ass, Taking Names, Sales Management, Software Industry, Strategy, Account Management, Channel Partners, HP, Strategic Partnerships, Business Alliances, Competitive Analysis, Mobile Applications, Sales, Security, Management, Mobile Devices, Professional Services, Product Management, Negotiation, Mobile Security, Leadership, Direct Sales, Mobile Technology, Sales Enablement, Partner Management, Solutions Marketing, Start-ups, Lead Generation, Managed Services, Channel Sales, Enterprise Mobility, Product Marketing, Software Sales, Business Development, Mobility Management, Mobile Device Management, Managing Distribution...
Education
California State University-Chico
Bachelor of Science, Marketing, Finance
Good Technology 2014 - Present
Good Technology 2011 - Present
Hewlett-Packard 2008 - 2011
Hewlett-Packard 2007 - 2008
Wachovia 2003 - 2007
Acclaim Technology 1999 - 2002
Bank of America 1995 - 1999
Skills
SaaS, Enterprise Software, Solution Selling, Sales Process, Cloud Computing, Salesforce.com, CRM, Go-to-market Strategy, Sales Operations, Kicking Ass, Taking Names, Sales Management, Software Industry, Strategy, Account Management, Channel Partners, HP, Strategic Partnerships, Business Alliances, Competitive Analysis, Mobile Applications, Sales, Security, Management, Mobile Devices, Professional Services, Product Management, Negotiation, Mobile Security, Leadership, Direct Sales, Mobile Technology, Sales Enablement, Partner Management, Solutions Marketing, Start-ups, Lead Generation, Managed Services, Channel Sales, Enterprise Mobility, Product Marketing, Software Sales, Business Development, Mobility Management, Mobile Device Management, Managing Distribution...
Education
California State University-Chico
Bachelor of Science, Marketing, Finance
Angela Willis Angela Willis's Wachovia Experience 1989 - 2006
Job Marketing and Sales Professional
Industry Real Estate
Experience
Investors Title Insurance Company June 2008 - Present
Banker Exchange, LLC December 2006 - April 2008
Wachovia Bank June 2006 - December 2006
Wachovia Bank January 2002 - April 2006
Wachovia 1989 - 2006
Wachovia Bank 1998 - 2002
Wachovia Bank September 1989 - August 1997
Skills
Excel, Customer Relations, Outlook, Word, Microsoft Office, Customer Service, PowerPoint, Sales Management, Administration, Event Planning, Account Management, Public Speaking, Banking, New Business Development, Sales, Marketing, Microsoft Word, Microsoft Excel, Management, Loans
Education
Bluefield State College 1984 — 1988
AS, Business Management & Secretarial Science
Bluefield State College 1984 — 1988
Bachelor's degree, Business Administration and Management, General
Investors Title Insurance Company June 2008 - Present
Banker Exchange, LLC December 2006 - April 2008
Wachovia Bank June 2006 - December 2006
Wachovia Bank January 2002 - April 2006
Wachovia 1989 - 2006
Wachovia Bank 1998 - 2002
Wachovia Bank September 1989 - August 1997
Skills
Excel, Customer Relations, Outlook, Word, Microsoft Office, Customer Service, PowerPoint, Sales Management, Administration, Event Planning, Account Management, Public Speaking, Banking, New Business Development, Sales, Marketing, Microsoft Word, Microsoft Excel, Management, Loans
Education
Bluefield State College 1984 — 1988
AS, Business Management & Secretarial Science
Bluefield State College 1984 — 1988
Bachelor's degree, Business Administration and Management, General
Sri Konukandla Sri Konukandla's Wachovia Experience August 2005 - March 2009
Job Sr Technology Architect at Infosys Limited
Industry Information Technology and Services
Experience
Infosys July 2012 - Present
Infosys February 2008 - June 2012
AK Bank 2010 - 2011
Nationwide Insurance December 2009 - May 2010
Nationwide Insurance April 2009 - November 2009
Wachovia August 2005 - March 2009
Live Tech Solutions February 2002 - December 2002
Skills
Business Intelligence, Teradata, Data Warehousing, ETL, Data Modeling, Performance Tuning, Ab Initio, Architecture, Architectures, Business Analysis, Enterprise Software, Global Delivery, Informatica, Oracle, PL/SQL, Requirements Analysis, SDLC, SQL, Software Project..., Solution Architecture, Strategy, Unix Shell Scripting
Education
Birla Institute of Technology and Science, Pilani 1997 — 2002
BE, Mechanical
Infosys July 2012 - Present
Infosys February 2008 - June 2012
AK Bank 2010 - 2011
Nationwide Insurance December 2009 - May 2010
Nationwide Insurance April 2009 - November 2009
Wachovia August 2005 - March 2009
Live Tech Solutions February 2002 - December 2002
Skills
Business Intelligence, Teradata, Data Warehousing, ETL, Data Modeling, Performance Tuning, Ab Initio, Architecture, Architectures, Business Analysis, Enterprise Software, Global Delivery, Informatica, Oracle, PL/SQL, Requirements Analysis, SDLC, SQL, Software Project..., Solution Architecture, Strategy, Unix Shell Scripting
Education
Birla Institute of Technology and Science, Pilani 1997 — 2002
BE, Mechanical
Neal Dietz's Wachovia Experience 1999 - 2007
Job Seasoned Investment Guidance in Relative Strength Investing
Industry Investment Management
Experience
Dietz & Lynch Capital 2007 - Present
Wachovia 1999 - 2007
Advest, Inc. 1995 - 1998
Prudential Securities 1983 - 1995
Skills
Investments, Retirement Planning, Financial Services, Investment Strategies, Securities, Investment Management, Finance, Pensions, FINRA, Wealth, Entrepreneurship, Series 65
Education
Boston University Questrom School of Business 1976 — 1980
BS, Accounting
Dietz & Lynch Capital 2007 - Present
Wachovia 1999 - 2007
Advest, Inc. 1995 - 1998
Prudential Securities 1983 - 1995
Skills
Investments, Retirement Planning, Financial Services, Investment Strategies, Securities, Investment Management, Finance, Pensions, FINRA, Wealth, Entrepreneurship, Series 65
Education
Boston University Questrom School of Business 1976 — 1980
BS, Accounting
Jennifer Southern Jennifer Southern's Wachovia Experience May 2007 - October 2008
Job Executive Assistant at Physicians Imaging
Industry Medical Practice
Experience
Physicians Imaging September 2014 - Present
Ipsos Reid March 2013 - August 2014
Servi-Tech Controls, Inc. September 2009 - April 2010
Wachovia May 2007 - October 2008
Janssen Pharmaceutica, Inc. December 2002 - December 2005
LifeCare Solutions May 2001 - December 2002
Community Medical Centers May 1998 - May 2001
Skills
Healthcare, Event Management, Customer Service, Public Speaking, Event Planning, Pharmaceutical Sales, Marketing, Communications Planning, Strategic Public..., Sales&Marketing, Managing Accounts, Managing Project Budgets, Planning & Execution of..., Marketing Event Planning, Expert relationship..., Key Account..., Private Banking, Food Service, Superior Computer Skills, Superior written &..., Superior organizational..., Expert Presentation..., Enthusiasm to learn, Market Research, Recruiting, Budgets, Team Leadership, Leadership
Education
California State University-Fresno 1992 — 1996
BA, Mass Communications & Journalism
Physicians Imaging September 2014 - Present
Ipsos Reid March 2013 - August 2014
Servi-Tech Controls, Inc. September 2009 - April 2010
Wachovia May 2007 - October 2008
Janssen Pharmaceutica, Inc. December 2002 - December 2005
LifeCare Solutions May 2001 - December 2002
Community Medical Centers May 1998 - May 2001
Skills
Healthcare, Event Management, Customer Service, Public Speaking, Event Planning, Pharmaceutical Sales, Marketing, Communications Planning, Strategic Public..., Sales&Marketing, Managing Accounts, Managing Project Budgets, Planning & Execution of..., Marketing Event Planning, Expert relationship..., Key Account..., Private Banking, Food Service, Superior Computer Skills, Superior written &..., Superior organizational..., Expert Presentation..., Enthusiasm to learn, Market Research, Recruiting, Budgets, Team Leadership, Leadership
Education
California State University-Fresno 1992 — 1996
BA, Mass Communications & Journalism
Ed Huneycutt Ed Huneycutt's Wachovia Experience February 2007 - March 2009
Job Director, Cloud Strategy and Engineering at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
TIAA-CREF August 2013 - September 2014
TIAA-CREF March 2011 - August 2013
TIAA-CREF March 2009 - April 2011
Wachovia February 2007 - March 2009
Wachovia Bank 2003 - 2007
Tyco Electronics August 1997 - December 1999
USAF September 1977 - October 1997
Skills
Weblogic, Websphere, VMware, JBoss Application Server, DataPower, Vignette, Enterprise Architecture, SDLC, SOA, Vendor Management, Program Management, Integration, IT Strategy, Disaster Recovery, Business Analysis, Information Technology, Enterprise Software, Tomcat, Unix, System Administration, Cloud Computing, Project Management, Security, Middleware, Leadership, Solution Architecture, Process Improvement, ITIL, Requirements Analysis, EAI, Management, Identity Management, Application Architecture, Architectures, Infrastructure, Governance, IT Management, Architecture, WebSphere, Data Center
Education
Defense Intelligence College 1990 — 1991
Post-Grad Certification, Strategic Intelligence, Analytic Methods
Boston University 1986 — 1989
MA, International Relations
University of the State of New York 1984 — 1986
BA, Political Science
Community College of the Air Force 1982 — 1984
AAS, Interpreting and Translating, Instructional Methodology
TIAA-CREF September 2014 - Present
TIAA-CREF August 2013 - September 2014
TIAA-CREF March 2011 - August 2013
TIAA-CREF March 2009 - April 2011
Wachovia February 2007 - March 2009
Wachovia Bank 2003 - 2007
Tyco Electronics August 1997 - December 1999
USAF September 1977 - October 1997
Skills
Weblogic, Websphere, VMware, JBoss Application Server, DataPower, Vignette, Enterprise Architecture, SDLC, SOA, Vendor Management, Program Management, Integration, IT Strategy, Disaster Recovery, Business Analysis, Information Technology, Enterprise Software, Tomcat, Unix, System Administration, Cloud Computing, Project Management, Security, Middleware, Leadership, Solution Architecture, Process Improvement, ITIL, Requirements Analysis, EAI, Management, Identity Management, Application Architecture, Architectures, Infrastructure, Governance, IT Management, Architecture, WebSphere, Data Center
Education
Defense Intelligence College 1990 — 1991
Post-Grad Certification, Strategic Intelligence, Analytic Methods
Boston University 1986 — 1989
MA, International Relations
University of the State of New York 1984 — 1986
BA, Political Science
Community College of the Air Force 1982 — 1984
AAS, Interpreting and Translating, Instructional Methodology
Hal Terr Hal Terr's Wachovia Experience 1999 - 2003
Job Estate and Trust Tax Partner at WithumSmith+Brown
Industry Accounting
Experience
WithumSmith+Brown July 2011 - Present
WithumSmith+Brown December 2004 - July 2011
Wachovia 1999 - 2003
Deloitte 1994 - 1997
Price Waterhouse 1992 - 1994
Skills
Financial Planning, Wealth Management, High Net Worth..., Estate Tax Planning, Personal Finance, Strategic Financial..., Tax Preparation, Trusts, Financial Planners, Tax, CPA, Tax Accounting, Financial Advisory, Financial Accounting, Partnership Taxation, Tax Returns, SEC filings, Tax Advisory, Budgets, Income Tax, Business Valuation, US GAAP, GAAP, Tax Research, Corporate Tax, International Tax, Management, Estate Planning, Forensic Accounting, Tax Law, ProSystem fx Tax
Education
Binghamton University - School of Management 1987 — 1991
B.S., Accounting
WithumSmith+Brown July 2011 - Present
WithumSmith+Brown December 2004 - July 2011
Wachovia 1999 - 2003
Deloitte 1994 - 1997
Price Waterhouse 1992 - 1994
Skills
Financial Planning, Wealth Management, High Net Worth..., Estate Tax Planning, Personal Finance, Strategic Financial..., Tax Preparation, Trusts, Financial Planners, Tax, CPA, Tax Accounting, Financial Advisory, Financial Accounting, Partnership Taxation, Tax Returns, SEC filings, Tax Advisory, Budgets, Income Tax, Business Valuation, US GAAP, GAAP, Tax Research, Corporate Tax, International Tax, Management, Estate Planning, Forensic Accounting, Tax Law, ProSystem fx Tax
Education
Binghamton University - School of Management 1987 — 1991
B.S., Accounting
Jeffrey Simpson Jeffrey Simpson's Wachovia Experience November 2001 - April 2004
Job Attorney at Gordon, Fournaris & Mammarella, P.A.
Industry Law Practice
Experience
Gordon, Fournaris & Mammarella, P.A. June 2012 - Present
The Stewart Law Firm February 2009 - June 2012
Wilmington Trust April 2004 - October 2008
Wachovia November 2001 - April 2004
The Stewart Law Firm November 1997 - November 2001
Skills
Captives, Finance, Risk Management, Capital Markets, Corporate Law, Leases, Estate Planning, Insurance, Mergers & Acquisitions, Underwriting, Structured Finance, Litigation, Reinsurance, Professional Liability, Liability, Corporate Governance, Intellectual Property, Licensing, Financial Services, Insurance Law, Investments, Bankruptcy, Trusts, Legal Research, Commercial Litigation, Litigation Management, Product Liability, Securities, Estate Administration, Medical Malpractice, Arbitration, Civil Litigation, Wills, Legal Assistance, Legal Writing, Business Transactions, Dispute Resolution, Estate Tax Planning, Mediation, Joint Ventures, Courts, Business Formation, Appeals, Trade Secrets, Tax Law, Trials, Alternative Dispute..., Powers of Attorney, Elder Law
Education
Villanova University School of Law 1994 — 1997
JD
Brown University 1983 — 1987
AB, English and American Literature
Gordon, Fournaris & Mammarella, P.A. June 2012 - Present
The Stewart Law Firm February 2009 - June 2012
Wilmington Trust April 2004 - October 2008
Wachovia November 2001 - April 2004
The Stewart Law Firm November 1997 - November 2001
Skills
Captives, Finance, Risk Management, Capital Markets, Corporate Law, Leases, Estate Planning, Insurance, Mergers & Acquisitions, Underwriting, Structured Finance, Litigation, Reinsurance, Professional Liability, Liability, Corporate Governance, Intellectual Property, Licensing, Financial Services, Insurance Law, Investments, Bankruptcy, Trusts, Legal Research, Commercial Litigation, Litigation Management, Product Liability, Securities, Estate Administration, Medical Malpractice, Arbitration, Civil Litigation, Wills, Legal Assistance, Legal Writing, Business Transactions, Dispute Resolution, Estate Tax Planning, Mediation, Joint Ventures, Courts, Business Formation, Appeals, Trade Secrets, Tax Law, Trials, Alternative Dispute..., Powers of Attorney, Elder Law
Education
Villanova University School of Law 1994 — 1997
JD
Brown University 1983 — 1987
AB, English and American Literature
Stephen Molz Stephen Molz's Wachovia Experience August 1992 - October 2008
Job Banking Professional
Industry Banking
Experience
Wachovia August 1992 - October 2008
E&J Gallo Winery January 1990 - June 1991
Education
California State University-East Bay 1986 — 1989
BSA, Business Administration
Wachovia August 1992 - October 2008
E&J Gallo Winery January 1990 - June 1991
Education
California State University-East Bay 1986 — 1989
BSA, Business Administration
Pam Parham's Wachovia Experience September 2004 - October 2008
Job Computer Forensics student
Industry Computer & Network Security
Experience
Wells Fargo Home Mortgage June 2012 - November 2013
JP Morgan Chase July 2009 - June 2012
Wachovia September 2004 - October 2008
World Savings September 2004 - October 2006
Leggat McCall Properties June 1999 - January 2002
Skills
Loans, Refinance, Mortgage Lending, Underwriting, Customer Service, Management, Software Documentation, Loan Origination, Mortgage Banking, Process Improvement, Credit, Mortgage Underwriting, SDLC, FHA, Banking, VA loans, FHA financing, Analysis, Training, Residential Mortgages, Credit Analysis, User Acceptance Testing, Business Requirements, Leadership, Quality Assurance
Education
Bristol Community College 2014 — 2016
Associate's degree - May 2016, Computer Information Systems: Computer Forensics
Bridgewater State University 1994 — 1995
Wells Fargo Home Mortgage June 2012 - November 2013
JP Morgan Chase July 2009 - June 2012
Wachovia September 2004 - October 2008
World Savings September 2004 - October 2006
Leggat McCall Properties June 1999 - January 2002
Skills
Loans, Refinance, Mortgage Lending, Underwriting, Customer Service, Management, Software Documentation, Loan Origination, Mortgage Banking, Process Improvement, Credit, Mortgage Underwriting, SDLC, FHA, Banking, VA loans, FHA financing, Analysis, Training, Residential Mortgages, Credit Analysis, User Acceptance Testing, Business Requirements, Leadership, Quality Assurance
Education
Bristol Community College 2014 — 2016
Associate's degree - May 2016, Computer Information Systems: Computer Forensics
Bridgewater State University 1994 — 1995
Dale Barton Dale Barton's Wachovia Experience July 2008 - December 2009
Job Banking Relationship Manager for NonProfit and Government Agencies
Industry Banking
Experience
Wells Fargo September 2011 - Present
Affirmation July 2009 - August 2011
Wachovia July 2008 - December 2009
Wells Fargo Bank June 2003 - June 2008
reinventLearning / VitesseLearning, Inc. November 2000 - June 2003
iGeneration September 1999 - July 2001
iGeneration/HyCurve/US Web Learning September 1999 - August 2000
Novell June 1995 - September 1999
Skills
Public Finance, Banking, Treasury Management, Investments, Commercial Banking, Commercial Lending, Corporate Finance, Relationship Management, Business Development, Non-Profit Banking, Government Banking
Education
CTI - Coaches Training Institute 2009 — 2009
Marriott School of Management, BYU 1997 — 1999
MBA
Brigham Young University 1990 — 1994
BS
Wells Fargo September 2011 - Present
Affirmation July 2009 - August 2011
Wachovia July 2008 - December 2009
Wells Fargo Bank June 2003 - June 2008
reinventLearning / VitesseLearning, Inc. November 2000 - June 2003
iGeneration September 1999 - July 2001
iGeneration/HyCurve/US Web Learning September 1999 - August 2000
Novell June 1995 - September 1999
Skills
Public Finance, Banking, Treasury Management, Investments, Commercial Banking, Commercial Lending, Corporate Finance, Relationship Management, Business Development, Non-Profit Banking, Government Banking
Education
CTI - Coaches Training Institute 2009 — 2009
Marriott School of Management, BYU 1997 — 1999
MBA
Brigham Young University 1990 — 1994
BS
James Reeve James Reeve's Wachovia Experience March 1993 - December 2008
Job Vice President and Deputy Chief People Officer at First Republic Bank
Industry Banking
Experience
First Republic Bank April 2011 - Present
McKesson March 2009 - April 2011
Wachovia March 1993 - December 2008
World Savings April 2001 - March 2004
World Savings June 1996 - June 2001
World Savings March 1993 - May 1996
Skills
Incentive Programs, Business Strategy, Strategic Planning, Business Development, Forecasting, Conflict Resolution, Training, Sales Management, Budget, Process Improvement, Leadership, Recruiting, Change Management, Performance Management, Banking, Executive Management, Mortgage Lending, Team Building, Leadership Development, Credit, Loans, Sales, Management, Strategy
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Advanced Management Program, Organizational Leadership
Idaho State University 1991 — 1992
MBA, Business Administration
Brigham Young University 1989 — 1991
BA, Spanish / Management
Snow College 1985 — 1989
AA
First Republic Bank April 2011 - Present
McKesson March 2009 - April 2011
Wachovia March 1993 - December 2008
World Savings April 2001 - March 2004
World Savings June 1996 - June 2001
World Savings March 1993 - May 1996
Skills
Incentive Programs, Business Strategy, Strategic Planning, Business Development, Forecasting, Conflict Resolution, Training, Sales Management, Budget, Process Improvement, Leadership, Recruiting, Change Management, Performance Management, Banking, Executive Management, Mortgage Lending, Team Building, Leadership Development, Credit, Loans, Sales, Management, Strategy
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Advanced Management Program, Organizational Leadership
Idaho State University 1991 — 1992
MBA, Business Administration
Brigham Young University 1989 — 1991
BA, Spanish / Management
Snow College 1985 — 1989
AA
Stuart McKeel Stuart McKeel's Wachovia Experience June 1999 - December 2001
Job VP Sales and Marketing at Advanced Assembly
Industry Electrical/Electronic Manufacturing
Experience
Advanced Assembly August 2013 - Present
Hanley Wood September 2012 - July 2013
Callident Solutions April 2011 - August 2012
The Washington Post January 2009 - April 2011
The Washington Post July 2006 - December 2008
The Washington Post January 2001 - June 2006
Wachovia June 1999 - December 2001
News & Record 1997 - 1999
News & Record 1993 - 1997
Skills
Market Analysis, Sales Management, Marketing Management, Online Marketing, New Business Development, Advertising, Salesforce.com, Advertising Sales, Marketing Strategy, Business Management, Data Analysis, SaaS, Sales & Marketing..., Digital Media, Media Sales, Print Media Sales, Integrated Media Sales, Pipeline Management, Online Advertising, Digital Advertising, Revenue Forecasting, Operating Budgets, Talent Acquisition, Negotiation, Sales Compensation Plans, KPI Reports, KPI implementation, Consultative Sales..., Consultative Selling..., C-Level Sales, C-Level Relationships, Territory Alignment, Scorecard Management, Product Launch, Online Product Launches, Product Management, Online Marketplace, Small Business Online..., Online Marketing..., Mid-size, Channel Optimization, Digital Media Services, Key Account Management, Business Counsel, Social Media, Social Media Marketing, Leading Change, Climate Change..., New Challenges, Marketing Budget
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA, Business Administration
Bucknell University 1983 — 1987
BA, English and Psychology
Advanced Assembly August 2013 - Present
Hanley Wood September 2012 - July 2013
Callident Solutions April 2011 - August 2012
The Washington Post January 2009 - April 2011
The Washington Post July 2006 - December 2008
The Washington Post January 2001 - June 2006
Wachovia June 1999 - December 2001
News & Record 1997 - 1999
News & Record 1993 - 1997
Skills
Market Analysis, Sales Management, Marketing Management, Online Marketing, New Business Development, Advertising, Salesforce.com, Advertising Sales, Marketing Strategy, Business Management, Data Analysis, SaaS, Sales & Marketing..., Digital Media, Media Sales, Print Media Sales, Integrated Media Sales, Pipeline Management, Online Advertising, Digital Advertising, Revenue Forecasting, Operating Budgets, Talent Acquisition, Negotiation, Sales Compensation Plans, KPI Reports, KPI implementation, Consultative Sales..., Consultative Selling..., C-Level Sales, C-Level Relationships, Territory Alignment, Scorecard Management, Product Launch, Online Product Launches, Product Management, Online Marketplace, Small Business Online..., Online Marketing..., Mid-size, Channel Optimization, Digital Media Services, Key Account Management, Business Counsel, Social Media, Social Media Marketing, Leading Change, Climate Change..., New Challenges, Marketing Budget
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA, Business Administration
Bucknell University 1983 — 1987
BA, English and Psychology
Lee Bender Lee Bender's Wachovia Experience 2005 - 2005
Job Sr. Director Product Strategy at STC
Industry Computer Software
Experience
StorageCraft Technology Corporation December 2011 - Present
StorageCraft Technology Corporation April 2010 - January 2012
Symantec October 2009 - May 2010
Symantec September 2007 - March 2010
EMC October 2004 - 2007
Wachovia 2005 - 2005
Legato Systems 1999 - 2003
Vinca Corporation 1999 - 1999
BYU Hawaii 1991 - 1995
Skills
Disaster Recovery, Disaster Planning, Business Continuity, Strategic Planning, Cloud Computing, Storage, Virtualization, SaaS, Product Marketing, Product Management, Security, Solution Selling, Program Management, Data Center, Servers, Integration, Linux, Management, Software Engineering, Strategic Initiatives, Microsoft Exchange, Microsoft SQL Server, VSS, Microsoft Servers, Strategy, VMware, Business Alliances, Networking, Software Development, Storage Solutions, Enterprise Software, Professional Services, Strategic Partnerships, Go-to-market Strategy, Channel Partners
Education
California State University-Fullerton 1996 — 1999
Master Equivilancy
Brigham Young University - Hawaii 1991 — 1995
B.Sc.
DePaul University
Master of Science (M.Sc.)
StorageCraft Technology Corporation December 2011 - Present
StorageCraft Technology Corporation April 2010 - January 2012
Symantec October 2009 - May 2010
Symantec September 2007 - March 2010
EMC October 2004 - 2007
Wachovia 2005 - 2005
Legato Systems 1999 - 2003
Vinca Corporation 1999 - 1999
BYU Hawaii 1991 - 1995
Skills
Disaster Recovery, Disaster Planning, Business Continuity, Strategic Planning, Cloud Computing, Storage, Virtualization, SaaS, Product Marketing, Product Management, Security, Solution Selling, Program Management, Data Center, Servers, Integration, Linux, Management, Software Engineering, Strategic Initiatives, Microsoft Exchange, Microsoft SQL Server, VSS, Microsoft Servers, Strategy, VMware, Business Alliances, Networking, Software Development, Storage Solutions, Enterprise Software, Professional Services, Strategic Partnerships, Go-to-market Strategy, Channel Partners
Education
California State University-Fullerton 1996 — 1999
Master Equivilancy
Brigham Young University - Hawaii 1991 — 1995
B.Sc.
DePaul University
Master of Science (M.Sc.)
Vince Hill Vince Hill's Wachovia Experience March 2006 - March 2009
Job Customer Experience Business Strategy & Initiatives at Bank of America
Industry Banking
Experience
Bank of America March 2014 - Present
Bank of America 2011 - Present
Wachovia March 2006 - March 2009
GE Capital 2005 - 2006
GE Capital 1999 - 2006
PricewaterhouseCoopers July 1998 - December 2000
Skills
Process Improvement, Banking, Financial Services, Change Management, Operations Management, Business Process..., Six Sigma, Financial Analysis, Risk Management, Partnership-building, Driving Operational..., Management Consulting, Leadership, Business Analysis, Vendor Management, Organizational Agility, Business Process, Outsourcing, Process Engineering, Team Building, Strategic Planning, Financial Risk, Cross-functional Team..., Business Strategy, Portfolio Management, Program Management, Strategy, Mergers & Acquisitions, Relationship Management, Operational Excellence, Consulting, Management, Executive Management, Start-ups
Education
Bowling Green State University 1996 — 1998
Masters
Shaw University 1992 — 1996
Bank of America March 2014 - Present
Bank of America 2011 - Present
Wachovia March 2006 - March 2009
GE Capital 2005 - 2006
GE Capital 1999 - 2006
PricewaterhouseCoopers July 1998 - December 2000
Skills
Process Improvement, Banking, Financial Services, Change Management, Operations Management, Business Process..., Six Sigma, Financial Analysis, Risk Management, Partnership-building, Driving Operational..., Management Consulting, Leadership, Business Analysis, Vendor Management, Organizational Agility, Business Process, Outsourcing, Process Engineering, Team Building, Strategic Planning, Financial Risk, Cross-functional Team..., Business Strategy, Portfolio Management, Program Management, Strategy, Mergers & Acquisitions, Relationship Management, Operational Excellence, Consulting, Management, Executive Management, Start-ups
Education
Bowling Green State University 1996 — 1998
Masters
Shaw University 1992 — 1996
Ramin Eivaz Ramin Eivaz's Wachovia Experience November 2007 - October 2009
Job SVP Strategy, Insight and Analytics at HSN
Industry Marketing and Advertising
Experience
HSN July 2014 - Present
Acosta Sales & Marketing October 2009 - October 2013
Wachovia November 2007 - October 2009
Kimberly-Clark April 2005 - November 2007
PepsiCo 2002 - 2005
Pepsi Cola North America June 1999 - October 2002
E&J Gallo Winery 1987 - June 1999
Tri Valley Growers 1985 - 1987
Skills
Strategy, Analytics, Customer Insight, Marketing, Competitive Analysis, Management, Strategic Planning, CRM, Business Development, Marketing Research, FMCG, Consumer Products, Shopper Marketing, Strategic Thinking, Research, Marketing Strategy, Leadership, Positioning, Brand Management, Product Marketing, Segmentation, Cross-functional Team..., P&L Management, Market Research, Market Planning, Marketing Management, Integrated Marketing, Market Analysis, Brand Development, Categorization, Pricing Strategy, Consumer Behaviour, Pricing, Brand Architecture, Nielsen, Product Innovation, Sales, Business Intelligence, Retail, New Business Development, Trade Marketing, Forecasting, Executive Management, CPG Industry, Retail Category..., Brand Equity, Multi-channel Marketing, Strategic Partnerships, Digital Marketing, digital analytics
Education
California State University Stanislaus 1981 — 1985
MBA, BS, Marketing, Computer Science
IUOE 1979 — 1980
HSN July 2014 - Present
Acosta Sales & Marketing October 2009 - October 2013
Wachovia November 2007 - October 2009
Kimberly-Clark April 2005 - November 2007
PepsiCo 2002 - 2005
Pepsi Cola North America June 1999 - October 2002
E&J Gallo Winery 1987 - June 1999
Tri Valley Growers 1985 - 1987
Skills
Strategy, Analytics, Customer Insight, Marketing, Competitive Analysis, Management, Strategic Planning, CRM, Business Development, Marketing Research, FMCG, Consumer Products, Shopper Marketing, Strategic Thinking, Research, Marketing Strategy, Leadership, Positioning, Brand Management, Product Marketing, Segmentation, Cross-functional Team..., P&L Management, Market Research, Market Planning, Marketing Management, Integrated Marketing, Market Analysis, Brand Development, Categorization, Pricing Strategy, Consumer Behaviour, Pricing, Brand Architecture, Nielsen, Product Innovation, Sales, Business Intelligence, Retail, New Business Development, Trade Marketing, Forecasting, Executive Management, CPG Industry, Retail Category..., Brand Equity, Multi-channel Marketing, Strategic Partnerships, Digital Marketing, digital analytics
Education
California State University Stanislaus 1981 — 1985
MBA, BS, Marketing, Computer Science
IUOE 1979 — 1980
Laine Nowell's Wachovia Experience 2003 - 2007
Job Principal Business Relationship Manager Wells Fargo
Industry Banking
Experience
Wells Fargo May 2010 - Present
Wachovia, A Wells Fargo Company May 2007 - December 2009
Wachovia 2003 - 2007
Education
Brenau University 1982 — 1986
BS, Business Administration
Brenau University 1982 — 1986
Wells Fargo May 2010 - Present
Wachovia, A Wells Fargo Company May 2007 - December 2009
Wachovia 2003 - 2007
Education
Brenau University 1982 — 1986
BS, Business Administration
Brenau University 1982 — 1986
Steve Corbin Steve Corbin's Wachovia Experience October 2006 - November 2008
Job Director of Valuation, Quality Control at Fannie Mae
Industry Financial Services
Experience
Fannie Mae March 2010 - Present
Goldman Sachs January 2009 - March 2010
Wachovia October 2006 - November 2008
World Savings January 2003 - October 2006
World Savings July 2000 - January 2003
Real Property Analysts, Inc. September 1997 - July 2000
Skills
Mortgage Lending, Appraisals, Management, Performance Appraisal, Portfolio Management, Valuation, Due Diligence, Loans, Risk Management, Real Estate, Leadership, Loss Mitigation, REO, Residential Mortgages, Default, Finance, Asset Management, Underwriting, Financial Risk, Selling, Mortgage Banking, Investment Properties, Foreclosures
Education
Bowling Green State University 1992 — 1997
Bachelor of Arts, Business
Fannie Mae March 2010 - Present
Goldman Sachs January 2009 - March 2010
Wachovia October 2006 - November 2008
World Savings January 2003 - October 2006
World Savings July 2000 - January 2003
Real Property Analysts, Inc. September 1997 - July 2000
Skills
Mortgage Lending, Appraisals, Management, Performance Appraisal, Portfolio Management, Valuation, Due Diligence, Loans, Risk Management, Real Estate, Leadership, Loss Mitigation, REO, Residential Mortgages, Default, Finance, Asset Management, Underwriting, Financial Risk, Selling, Mortgage Banking, Investment Properties, Foreclosures
Education
Bowling Green State University 1992 — 1997
Bachelor of Arts, Business
Nathan Allred's Wachovia Experience June 2005 - December 2006
Job Director Global Treasury at American Express
Industry Financial Services
Experience
American Express July 2013 - Present
American Express June 2010 - July 2013
Cause for Hope Foundation April 2010 - May 2010
America West Bank August 2007 - April 2009
America West Bank December 2006 - July 2007
Wachovia June 2005 - December 2006
Skills
Financial Analysis, Finance, Financial Modeling, Corporate Finance, Portfolio Management, Investments, Strategy, Analysis, Forecasting, Financial Reporting, Due Diligence, Project Management, Valuation, Accounting, Process Improvement, Strategic Financial..., Internal Controls, Loans, Treasury Management, Cash Management, Payments, Banking, Commercial Banking, PMO, Program Management, Financial Systems, Global Implementations, ACH, Payment Systems, Treasury Operations, Debt Management, Investment Management, Bank Relationship..., Management, Business Strategy, Leadership, Strategic Planning, Credit Analysis, Risk Management, Cross-functional Team..., Data Analysis, Microsoft Excel, Credit, Financial Services, Internal Audit, Financial Planning
Education
Brigham Young University 2009 — 2011
Master of Business Administration (M.B.A.)
Utah State University 2002 — 2006
Bachelor's Degree
American Express July 2013 - Present
American Express June 2010 - July 2013
Cause for Hope Foundation April 2010 - May 2010
America West Bank August 2007 - April 2009
America West Bank December 2006 - July 2007
Wachovia June 2005 - December 2006
Skills
Financial Analysis, Finance, Financial Modeling, Corporate Finance, Portfolio Management, Investments, Strategy, Analysis, Forecasting, Financial Reporting, Due Diligence, Project Management, Valuation, Accounting, Process Improvement, Strategic Financial..., Internal Controls, Loans, Treasury Management, Cash Management, Payments, Banking, Commercial Banking, PMO, Program Management, Financial Systems, Global Implementations, ACH, Payment Systems, Treasury Operations, Debt Management, Investment Management, Bank Relationship..., Management, Business Strategy, Leadership, Strategic Planning, Credit Analysis, Risk Management, Cross-functional Team..., Data Analysis, Microsoft Excel, Credit, Financial Services, Internal Audit, Financial Planning
Education
Brigham Young University 2009 — 2011
Master of Business Administration (M.B.A.)
Utah State University 2002 — 2006
Bachelor's Degree
Kalyan Sengupta Kalyan Sengupta's Wachovia Experience 2005 - 2007
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 2007 - Present
Wachovia 2005 - 2007
Mellon Bank January 2004 - March 2005
PNC Financial Services Group 1998 - 2003
Cognizant Technology Solutions 1997 - 1998
Tata Motors 1995 - 1997
Skills
Capital Markets, Fixed Income, Derivatives, Investment Banking, Risk Management, Portfolio Management, Equities, Credit Risk, SDLC, Financial Services, Hedge Funds, Trading Systems, Trading, Options, Market Risk, Financial Markets, Credit Derivatives, FX Options, Equity Derivatives
Education
Birla Institute of Technology and Science, Pilani
MS
National Institute of Technology Durgapur
B.E, Mechanical Engineering
Bank of America Merrill Lynch 2007 - Present
Wachovia 2005 - 2007
Mellon Bank January 2004 - March 2005
PNC Financial Services Group 1998 - 2003
Cognizant Technology Solutions 1997 - 1998
Tata Motors 1995 - 1997
Skills
Capital Markets, Fixed Income, Derivatives, Investment Banking, Risk Management, Portfolio Management, Equities, Credit Risk, SDLC, Financial Services, Hedge Funds, Trading Systems, Trading, Options, Market Risk, Financial Markets, Credit Derivatives, FX Options, Equity Derivatives
Education
Birla Institute of Technology and Science, Pilani
MS
National Institute of Technology Durgapur
B.E, Mechanical Engineering
Dwight Barrows Dwight Barrows's Wachovia Experience October 1997 - April 1998
Job Omni architecture expert at SunGard Wealth Management Global Services
Industry Computer Software
Experience
SunGard Wealth Management Global Services May 2012 - Present
SunGard Global Services January 2010 - May 2012
Prudential Financial August 2010 - September 2011
SunGard November 2008 - July 2010
Sunsuper November 2008 - July 2010
SunGard March 2007 - December 2009
SunGard January 2006 - March 2007
SunGard July 2000 - January 2006
SunGard April 1998 - July 2000
Wachovia October 1997 - April 1998
Skills
Software Integration, Technical Subject Matter, Change Management, SunGard Omni, OmniPlus, Omni Admin Web, EXP AG, CSS, HTML, Visual Basic, ASP, XML, JavaScript, OmniScript, Omni ESF, Integration, OMNI, SDLC, Project Estimation, Business Analysis, Quality Assurance, Program Management, Requirements Analysis, Agile Methodologies, Software Project..., Analysis, Requirements Gathering, Data Conversion, Business Process, Enterprise Software, Business Requirements, Vendor Management
Education
Biola University 1988 — 1992
BA, Public and Interpersonal Communication
SunGard Wealth Management Global Services May 2012 - Present
SunGard Global Services January 2010 - May 2012
Prudential Financial August 2010 - September 2011
SunGard November 2008 - July 2010
Sunsuper November 2008 - July 2010
SunGard March 2007 - December 2009
SunGard January 2006 - March 2007
SunGard July 2000 - January 2006
SunGard April 1998 - July 2000
Wachovia October 1997 - April 1998
Skills
Software Integration, Technical Subject Matter, Change Management, SunGard Omni, OmniPlus, Omni Admin Web, EXP AG, CSS, HTML, Visual Basic, ASP, XML, JavaScript, OmniScript, Omni ESF, Integration, OMNI, SDLC, Project Estimation, Business Analysis, Quality Assurance, Program Management, Requirements Analysis, Agile Methodologies, Software Project..., Analysis, Requirements Gathering, Data Conversion, Business Process, Enterprise Software, Business Requirements, Vendor Management
Education
Biola University 1988 — 1992
BA, Public and Interpersonal Communication
Darla Gatte Darla Gatte's Wachovia Experience May 1995 - June 2009
Job sr systems analyst at Starbucks Coffee Company
Industry E-Learning
Experience
Starbucks April 2013 - Present
Darla Gatte Web Services March 2002 - Present
Plaster Group, LLC December 2012 - April 2013
Kalles Group August 2011 - December 2012
Wachovia May 1995 - June 2009
Hewitt Associates 2005 - 2008
Baton Rouge Technical College May 1992 - October 1994
State of Louisiana 1990 - 1994
Skills
Web Development, Instructor-led Training, Needs Analysis, Online Training, E-Learning, Captivate, Blended Learning, Instructional Design, Learning Management..., SnagIt, Dreamweaver, SharePoint, ADDIE, Training, Flash, Technical Writing, Training Delivery, Camtasia, Requirements Analysis, Visio, Learning Management, HTML, SDLC, Business Analysis, Quality Assurance, Business Process, Technical Documentation, Knowledge Management, Access, Hands-on Training, Enterprise Software, SCORM, Oracle, Technical Training, Performance Improvement, Software Documentation, Analysis, Content Management, Requirements Gathering
Education
Boise State University 2011 — 2015
M.S. in Organizational Performance and Workplace Learning
Boise State University 2011 — 2013
Workplace E-Learning & Performance Support, Graduate Certificate
Louisiana State University 1987 — 1992
BGS, Management, Sociology, Psychology
Starbucks April 2013 - Present
Darla Gatte Web Services March 2002 - Present
Plaster Group, LLC December 2012 - April 2013
Kalles Group August 2011 - December 2012
Wachovia May 1995 - June 2009
Hewitt Associates 2005 - 2008
Baton Rouge Technical College May 1992 - October 1994
State of Louisiana 1990 - 1994
Skills
Web Development, Instructor-led Training, Needs Analysis, Online Training, E-Learning, Captivate, Blended Learning, Instructional Design, Learning Management..., SnagIt, Dreamweaver, SharePoint, ADDIE, Training, Flash, Technical Writing, Training Delivery, Camtasia, Requirements Analysis, Visio, Learning Management, HTML, SDLC, Business Analysis, Quality Assurance, Business Process, Technical Documentation, Knowledge Management, Access, Hands-on Training, Enterprise Software, SCORM, Oracle, Technical Training, Performance Improvement, Software Documentation, Analysis, Content Management, Requirements Gathering
Education
Boise State University 2011 — 2015
M.S. in Organizational Performance and Workplace Learning
Boise State University 2011 — 2013
Workplace E-Learning & Performance Support, Graduate Certificate
Louisiana State University 1987 — 1992
BGS, Management, Sociology, Psychology
Phyllis Scipi Phyllis Scipi's Wachovia Experience February 2001 - September 2008
Job Credit Senior Officer at Mechanics Bank
Industry Financial Services
Experience
Mechanics Bank October 2014 - Present
Mechanics Bank December 2011 - September 2014
Mechanics Bank August 2009 - November 2011
The Mechanics Bank September 2008 - July 2009
Wachovia February 2001 - September 2008
IMX February 2000 - February 2001
Redwood Residential Funding May 1999 - January 2000
GMAC RFC January 1997 - April 1999
First Nationwide Mortgage Corporation October 1993 - December 1996
Citibank December 1986 - September 1993
Skills
Loans, Mortgage Lending, Credit Analysis, Management
Education
California State University-East Bay
BA, Human Development
Mechanics Bank October 2014 - Present
Mechanics Bank December 2011 - September 2014
Mechanics Bank August 2009 - November 2011
The Mechanics Bank September 2008 - July 2009
Wachovia February 2001 - September 2008
IMX February 2000 - February 2001
Redwood Residential Funding May 1999 - January 2000
GMAC RFC January 1997 - April 1999
First Nationwide Mortgage Corporation October 1993 - December 1996
Citibank December 1986 - September 1993
Skills
Loans, Mortgage Lending, Credit Analysis, Management
Education
California State University-East Bay
BA, Human Development
Mark VanKouteren Mark VanKouteren's Wachovia Experience October 2003 - January 2006
Job SVP, Global Alternative Investment ServIces, Inc. at Wells Fargo
Industry Financial Services
Experience
Global Alternative Investment Services, Inc. at Wells Fargo February 2006 - Present
Wachovia October 2003 - January 2006
Merrill Lynch January 1999 - September 2003
USTrust 1994 - 1998
American Skandia 1992 - 1994
Skills
Alternative Investments, Hedge Funds, Series 7, Mutual Funds, Managed Futures, Fixed Income, Equities, Asset Managment, Securities, Portfolio Management, Investment Strategies, Asset Allocation, Investments, Series 63, Investment Advisory, Institutional Sales, Private Equity, Due Diligence
Education
Boston University Questrom School of Business 1995 — 1996
MBA, Finance
Pace University - Lubin School of Business 1988 — 1991
BBA, Finance
Global Alternative Investment Services, Inc. at Wells Fargo February 2006 - Present
Wachovia October 2003 - January 2006
Merrill Lynch January 1999 - September 2003
USTrust 1994 - 1998
American Skandia 1992 - 1994
Skills
Alternative Investments, Hedge Funds, Series 7, Mutual Funds, Managed Futures, Fixed Income, Equities, Asset Managment, Securities, Portfolio Management, Investment Strategies, Asset Allocation, Investments, Series 63, Investment Advisory, Institutional Sales, Private Equity, Due Diligence
Education
Boston University Questrom School of Business 1995 — 1996
MBA, Finance
Pace University - Lubin School of Business 1988 — 1991
BBA, Finance
Chuck George's Wachovia Experience June 2005 - May 2007
Job Manager Quality Assurance at Brandes Investment Partners
Industry Information Technology and Services
Experience
Brandes Investment Partners June 2011 - Present
The Active Network February 2009 - June 2011
VSP May 2007 - February 2009
Wachovia June 2005 - May 2007
DST Innovis June 1995 - June 2005
ADP Dealer Services January 1986 - June 1995
Skills
Agile Methodologies, Software Quality..., Quality Assurance, Test Planning, User Acceptance Testing, Quality Center, Test Automation, SDLC, Management, QTP
Education
California State University Stanislaus 1982 — 1984
BA, Computer Information Systems
Brandes Investment Partners June 2011 - Present
The Active Network February 2009 - June 2011
VSP May 2007 - February 2009
Wachovia June 2005 - May 2007
DST Innovis June 1995 - June 2005
ADP Dealer Services January 1986 - June 1995
Skills
Agile Methodologies, Software Quality..., Quality Assurance, Test Planning, User Acceptance Testing, Quality Center, Test Automation, SDLC, Management, QTP
Education
California State University Stanislaus 1982 — 1984
BA, Computer Information Systems
Amy Archambault's Wachovia Experience 2007 - 2008
Job Instructional designer librarian
Industry Information Technology and Services
Experience
Forsyth Technical Community College July 2015 - Present
Davidson County Community College May 2014 - Present
Davidson County Community College October 2014 - February 2015
WS/FC School District July 2012 - November 2013
Jackson Library - University of North Carolina at Greensboro August 2010 - May 2011
BankersEdge November 2006 - September 2010
Wachovia 2007 - 2008
Syracuse University 2002 - 2006
Education
University of North Carolina at Greensboro 2009 — 2013
Masters, Library and Information Studies
Bloomsburg University of Pennsylvania 2001 — 2001
MS, Instructional Technology
Loyola University Maryland 1990 — 1994
BA, Communications
Forsyth Technical Community College July 2015 - Present
Davidson County Community College May 2014 - Present
Davidson County Community College October 2014 - February 2015
WS/FC School District July 2012 - November 2013
Jackson Library - University of North Carolina at Greensboro August 2010 - May 2011
BankersEdge November 2006 - September 2010
Wachovia 2007 - 2008
Syracuse University 2002 - 2006
Education
University of North Carolina at Greensboro 2009 — 2013
Masters, Library and Information Studies
Bloomsburg University of Pennsylvania 2001 — 2001
MS, Instructional Technology
Loyola University Maryland 1990 — 1994
BA, Communications
Fred Foster Fred Foster's Wachovia Experience March 1998 - September 2010
Job Technical Service Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2000 - Present
Wachovia March 1998 - September 2010
Skills
Banking, Call Centers, Credit, Customer Service, Process Improvement, Sales, Loans, Visio, Customer Satisfaction, Vendor Management, Technical Support, Relationship Management, Financial Services, Access, Software Documentation
Education
Central Piedmont Community College 1993 — 1996
Associate's degree, Marketing
Bluefield State College 1977 — 1979
Business, Management, Marketing, and Related Support Services
Wells Fargo August 2000 - Present
Wachovia March 1998 - September 2010
Skills
Banking, Call Centers, Credit, Customer Service, Process Improvement, Sales, Loans, Visio, Customer Satisfaction, Vendor Management, Technical Support, Relationship Management, Financial Services, Access, Software Documentation
Education
Central Piedmont Community College 1993 — 1996
Associate's degree, Marketing
Bluefield State College 1977 — 1979
Business, Management, Marketing, and Related Support Services
Troy Plott Troy Plott's Wachovia Experience 1993 - 1996
Job
Industry Telecommunications
Experience
inContact December 2014 - Present
Interactive Intelligence April 2009 - December 2014
Vonage April 2008 - February 2009
Fifth Third Bank November 2005 - April 2008
American Express 1999 - 2005
Prudential Financial 1997 - 1999
AT&T 1996 - 1997
Wachovia 1993 - 1996
Skills
Workforce Management, Call Center, Contact Centers, IEX, Call Centers, IVR, Customer Experience, CRM, Operations Management, Unified Communications, Workforce Planning, Vendor Management, Management, Business Analysis, Telephony, Leadership, SaaS, Team Building, Salesforce.com, BPO
Education
Bridgewater College 1989 — 1993
Bachelor of Science, Business Administration
inContact December 2014 - Present
Interactive Intelligence April 2009 - December 2014
Vonage April 2008 - February 2009
Fifth Third Bank November 2005 - April 2008
American Express 1999 - 2005
Prudential Financial 1997 - 1999
AT&T 1996 - 1997
Wachovia 1993 - 1996
Skills
Workforce Management, Call Center, Contact Centers, IEX, Call Centers, IVR, Customer Experience, CRM, Operations Management, Unified Communications, Workforce Planning, Vendor Management, Management, Business Analysis, Telephony, Leadership, SaaS, Team Building, Salesforce.com, BPO
Education
Bridgewater College 1989 — 1993
Bachelor of Science, Business Administration
Andrew Mihailides Andrew Mihailides's Wachovia Experience August 2007 - August 2008
Job Medical Device Sales, Diabetes Sales Specialist II at Abbott Diabetes Care, Division of Abbott Laboratories
Industry Marketing and Advertising
Experience
Abbott Diabetes Care, Division of Abbott Laboratories March 2013 - Present
Abbott Diabetes Care, Division of Abbott Laboratories March 2013 - Present
Quintiles Transnational August 2008 - February 2013
Wachovia August 2007 - August 2008
Option One Mortgage 2000 - 2007
Monster Worldwide 1999 - 2000
Skills
Territory Management, Account Management, Sales Management, Cold Calling, Salesforce.com, Selling Skills, Sales, Leadership, Pharmaceutical Sales, Selling, Sales Presentations, CRM, Product Launch, Marketing, Business Development, Solution Selling, Sales Force Development, Sales Operations, Competitive Analysis, Strategic Planning, Customer Service, Market Research, Management, Sales Process, Building Relationships, Training, Key Account Development, Advertising, New Business Development, B2B, Strategic Partnerships, Lead Generation, Customer Retention, Banking, Direct Sales, SaaS, Forecasting, Cross-functional Team..., Market Planning, Healthcare, Strategy, Insurance
Education
Bryant University
BS, Marketing
Abbott Diabetes Care, Division of Abbott Laboratories March 2013 - Present
Abbott Diabetes Care, Division of Abbott Laboratories March 2013 - Present
Quintiles Transnational August 2008 - February 2013
Wachovia August 2007 - August 2008
Option One Mortgage 2000 - 2007
Monster Worldwide 1999 - 2000
Skills
Territory Management, Account Management, Sales Management, Cold Calling, Salesforce.com, Selling Skills, Sales, Leadership, Pharmaceutical Sales, Selling, Sales Presentations, CRM, Product Launch, Marketing, Business Development, Solution Selling, Sales Force Development, Sales Operations, Competitive Analysis, Strategic Planning, Customer Service, Market Research, Management, Sales Process, Building Relationships, Training, Key Account Development, Advertising, New Business Development, B2B, Strategic Partnerships, Lead Generation, Customer Retention, Banking, Direct Sales, SaaS, Forecasting, Cross-functional Team..., Market Planning, Healthcare, Strategy, Insurance
Education
Bryant University
BS, Marketing
Charlie Cargill Charlie Cargill's Wachovia Experience 2000 - 2007
Job Owner, Timeless Solutions LLC
Industry Financial Services
Experience
Encore Payment Systems April 2012 - Present
Prodigy Payment Processing April 2012 - August 2014
Wal-Mart December 2008 - March 2012
Wachovia Bank 2005 - 2007
World Savings/Wachovia 2000 - 2007
World Savings/Wachovia 2000 - 2007
World Savings 2000 - 2007
Wachovia 2000 - 2007
HEB October 1998 - January 2001
Smith's Food & Drug October 1989 - October 1998
Skills
Loans, Securities, Business Requirements, Banking, Mortgage Lending, Microsoft Word, Underwriting, Credit, Refinance, Process Improvement, Credit Analysis, Loan Origination, Portfolio Management, Finance, Call Centers, Customer Service, Training, Strategic Financial..., Customer Satisfaction, Coaching, Insurance, Leadership, Fraud, Residential Mortgages, Cash Management, Investments, Real Estate, Business, Analysis, Retail, Retail Banking, Sales Management, Business Analysis, Financial Analysis, Relationship Management, Management, Team Building, Mortgage Banking, Due Diligence, Financial Modeling, Mergers & Acquisitions, Mortgage Underwriting, Sales, Commercial Lending, Customer Retention, Risk Management, Financial Services, Loss Mitigation, FHA, Financial Risk
Education
Idaho State University 1982 — 1987
Brigham Young University 1980 — 1982
Encore Payment Systems April 2012 - Present
Prodigy Payment Processing April 2012 - August 2014
Wal-Mart December 2008 - March 2012
Wachovia Bank 2005 - 2007
World Savings/Wachovia 2000 - 2007
World Savings/Wachovia 2000 - 2007
World Savings 2000 - 2007
Wachovia 2000 - 2007
HEB October 1998 - January 2001
Smith's Food & Drug October 1989 - October 1998
Skills
Loans, Securities, Business Requirements, Banking, Mortgage Lending, Microsoft Word, Underwriting, Credit, Refinance, Process Improvement, Credit Analysis, Loan Origination, Portfolio Management, Finance, Call Centers, Customer Service, Training, Strategic Financial..., Customer Satisfaction, Coaching, Insurance, Leadership, Fraud, Residential Mortgages, Cash Management, Investments, Real Estate, Business, Analysis, Retail, Retail Banking, Sales Management, Business Analysis, Financial Analysis, Relationship Management, Management, Team Building, Mortgage Banking, Due Diligence, Financial Modeling, Mergers & Acquisitions, Mortgage Underwriting, Sales, Commercial Lending, Customer Retention, Risk Management, Financial Services, Loss Mitigation, FHA, Financial Risk
Education
Idaho State University 1982 — 1987
Brigham Young University 1980 — 1982
Ben Chunko Ben Chunko's Wachovia Experience January 2003 - July 2009
Job Associate Wealth Advisor at Liberty Wealth Management
Industry Financial Services
Experience
Liberty Wealth Management January 2013 - Present
Morgan Stanley Wealth Management August 2009 - January 2013
Wachovia January 2003 - July 2009
Education
Bucknell University 1997 — 2002
BSBA, Business Management
Liberty Wealth Management January 2013 - Present
Morgan Stanley Wealth Management August 2009 - January 2013
Wachovia January 2003 - July 2009
Education
Bucknell University 1997 — 2002
BSBA, Business Management
Carol Parish Carol Parish's Wachovia Experience 1994 - 1999
Job Exceptional businesstobusiness brand and marketing strategy consultant.
Industry Nonprofit Organization Management
Experience
Synthesis Plus 2009 - Present
BrandTaxi August 2008 - September 2009
The Brand Union September 2005 - June 2008
Lippincott Mercer 2002 - 2005
Futurebrand 2001 - 2001
Wachovia 1994 - 1999
Chase Manhattan Corporation 1989 - 1994
Skills
Marketing Strategy, Brand Architecture, B2B, Brand Development, Positioning, Consulting, Marketing, Brand Management, Marketing Communications, Market Research, Business Strategy, Digital Strategy, Digital Marketing, Social Media Marketing, Creative Strategy, Advertising, Business Development, Strategy, Direct Marketing, Strategic Partnerships, Customer Insight, Corporate Branding
Education
The New School 1985 — 1988
MA, Media Studies
Boston University
BFA, Theater
Synthesis Plus 2009 - Present
BrandTaxi August 2008 - September 2009
The Brand Union September 2005 - June 2008
Lippincott Mercer 2002 - 2005
Futurebrand 2001 - 2001
Wachovia 1994 - 1999
Chase Manhattan Corporation 1989 - 1994
Skills
Marketing Strategy, Brand Architecture, B2B, Brand Development, Positioning, Consulting, Marketing, Brand Management, Marketing Communications, Market Research, Business Strategy, Digital Strategy, Digital Marketing, Social Media Marketing, Creative Strategy, Advertising, Business Development, Strategy, Direct Marketing, Strategic Partnerships, Customer Insight, Corporate Branding
Education
The New School 1985 — 1988
MA, Media Studies
Boston University
BFA, Theater
Bret Vincent, PhD's Wachovia Experience January 2006 - January 2008
Job Knowledge | Learning | Performance | Leadership
Industry Computer Software
Experience
Microsoft June 2012 - January 2015
Bret Vincent Consulting January 2008 - June 2012
Wachovia January 2006 - January 2008
Wachovia May 2002 - December 2005
Login & Learn June 2000 - June 2001
Citi June 1996 - June 2000
IBM October 1989 - June 1996
WICAT April 1988 - October 1989
Data General 1984 - 1988
Skills
Organizational..., Instructional Design, Process Improvement, Management, Learning Management, Knowledge Management, E-Learning, Change Management, Program Management, Team Building, Leadership Development, Management Consulting, Business Process..., Executive Coaching, Strategy, Risk Management, Performance Management, Strategic Planning, Entrepreneurship, Coaching, Six Sigma, Business Strategy, Cross-functional Team..., Personnel Management, Business Analysis, Public Speaking, Team Leadership, Training, Project Planning, Mergers & Acquisitions, Performance Improvement, Talent Management, Organizational Design, Staff Development, Business Architecture, Call Center, Process Engineering, Problem Solving, Strategy Development, Leadership
Education
Brigham Young University 1982 — 1985
Doctor of Philosophy (Ph.D.), Instructional Science & Technology
Brigham Young University 1976 — 1982
BA, Communications: Media Design & Evaluation
Microsoft June 2012 - January 2015
Bret Vincent Consulting January 2008 - June 2012
Wachovia January 2006 - January 2008
Wachovia May 2002 - December 2005
Login & Learn June 2000 - June 2001
Citi June 1996 - June 2000
IBM October 1989 - June 1996
WICAT April 1988 - October 1989
Data General 1984 - 1988
Skills
Organizational..., Instructional Design, Process Improvement, Management, Learning Management, Knowledge Management, E-Learning, Change Management, Program Management, Team Building, Leadership Development, Management Consulting, Business Process..., Executive Coaching, Strategy, Risk Management, Performance Management, Strategic Planning, Entrepreneurship, Coaching, Six Sigma, Business Strategy, Cross-functional Team..., Personnel Management, Business Analysis, Public Speaking, Team Leadership, Training, Project Planning, Mergers & Acquisitions, Performance Improvement, Talent Management, Organizational Design, Staff Development, Business Architecture, Call Center, Process Engineering, Problem Solving, Strategy Development, Leadership
Education
Brigham Young University 1982 — 1985
Doctor of Philosophy (Ph.D.), Instructional Science & Technology
Brigham Young University 1976 — 1982
BA, Communications: Media Design & Evaluation
Nigel Duckworth's Wachovia Experience 1997 - 1999
Job Direct Response Marketing and Design
Industry Marketing and Advertising
Experience
One Network Enterprises September 2002 - Present
Carolina Cycling Time Trial Association CCTTA January 2004 - December 2010
Per4mance Training, LLC November 2004 - February 2008
Elogex, Inc 2002 - 2003
Adhesion Technologies August 2000 - September 2002
iXL, Enterprises 1999 - 2001
iXL January 1999 - July 2000
First Union 1997 - 1999
Wachovia 1997 - 1999
Skills
Graphic Design, Web Design, Web Development, SEO, Web Analytics, Online Marketing, Email Marketing, Social Media Marketing, Blogging, PHP, phpMyAdmin, Wordpress, HTML, CSS, JavaScript, jQuery, Photoshop, Illustrator, InDesign, Dreamweaver, 3D, Online Advertising, Copywriting, Advertising, User Experience, WordPress, SaaS, Website Development, Brand Development, SEM, Social Media, Marketing, Integrated Marketing, Marketing Strategy, Marketing Communications, Logo Design, E-commerce, Analytics, Lead Generation, Leadership, Digital Marketing, Product Development, Web Marketing, Social Networking, Google Analytics, Content Management, Strategic Partnerships
Education
Birkbeck, University of London 1993 — 1997
BA Hons
Post Office Telkom at Olifantsfontein 1983 — 1985
Certificate in Telecommunications
One Network Enterprises September 2002 - Present
Carolina Cycling Time Trial Association CCTTA January 2004 - December 2010
Per4mance Training, LLC November 2004 - February 2008
Elogex, Inc 2002 - 2003
Adhesion Technologies August 2000 - September 2002
iXL, Enterprises 1999 - 2001
iXL January 1999 - July 2000
First Union 1997 - 1999
Wachovia 1997 - 1999
Skills
Graphic Design, Web Design, Web Development, SEO, Web Analytics, Online Marketing, Email Marketing, Social Media Marketing, Blogging, PHP, phpMyAdmin, Wordpress, HTML, CSS, JavaScript, jQuery, Photoshop, Illustrator, InDesign, Dreamweaver, 3D, Online Advertising, Copywriting, Advertising, User Experience, WordPress, SaaS, Website Development, Brand Development, SEM, Social Media, Marketing, Integrated Marketing, Marketing Strategy, Marketing Communications, Logo Design, E-commerce, Analytics, Lead Generation, Leadership, Digital Marketing, Product Development, Web Marketing, Social Networking, Google Analytics, Content Management, Strategic Partnerships
Education
Birkbeck, University of London 1993 — 1997
BA Hons
Post Office Telkom at Olifantsfontein 1983 — 1985
Certificate in Telecommunications
Nathalie Mounier's Wachovia Experience July 2006 - November 2008
Job Principal Market Research Specialist at SMUD
Industry Marketing and Advertising
Experience
SMUD May 2012 - Present
Eyefinity March 2009 - April 2011
Wachovia July 2006 - November 2008
VSP August 2004 - July 2006
MaPS August 1999 - May 2002
Skills
Segmentation, Competitive Intelligence, Market Research, Product Marketing, Product Management, Data Mining, Data Analysis, Analytics, Marketing Research, Survey Design, Marketing, Email Marketing, Product Development, Customer Insight, Marketing Strategy, SAS, Quantitative Research, Analysis, Leadership, Business Intelligence, Strategic Planning, Project Management, Strategy, Competitive Analysis, Marketing Management, Statistics, Market Analysis, CRM, Forecasting, Cross-functional Team..., Management, Business Analysis, Strategic Partnerships, E-commerce, Integrated Marketing, Direct Marketing, Business Development, Business Strategy, Marketing Communications, Lead Generation, Market Planning, Focus Groups, Salesforce.com, Web Analytics, Pricing, Product Launch, Digital Marketing, Account Management, Consumer Behaviour, Predictive Analytics
Education
Tulane University - A.B. Freeman School of Business 2002 — 2004
MBA, Marketing, Management
Boston University 1995 — 1999
Math, Statistics, Business
Lycee Francais de New York
SMUD May 2012 - Present
Eyefinity March 2009 - April 2011
Wachovia July 2006 - November 2008
VSP August 2004 - July 2006
MaPS August 1999 - May 2002
Skills
Segmentation, Competitive Intelligence, Market Research, Product Marketing, Product Management, Data Mining, Data Analysis, Analytics, Marketing Research, Survey Design, Marketing, Email Marketing, Product Development, Customer Insight, Marketing Strategy, SAS, Quantitative Research, Analysis, Leadership, Business Intelligence, Strategic Planning, Project Management, Strategy, Competitive Analysis, Marketing Management, Statistics, Market Analysis, CRM, Forecasting, Cross-functional Team..., Management, Business Analysis, Strategic Partnerships, E-commerce, Integrated Marketing, Direct Marketing, Business Development, Business Strategy, Marketing Communications, Lead Generation, Market Planning, Focus Groups, Salesforce.com, Web Analytics, Pricing, Product Launch, Digital Marketing, Account Management, Consumer Behaviour, Predictive Analytics
Education
Tulane University - A.B. Freeman School of Business 2002 — 2004
MBA, Marketing, Management
Boston University 1995 — 1999
Math, Statistics, Business
Lycee Francais de New York
Chad Winer's Wachovia Experience 2008 - 2009
Job
Industry Information Technology and Services
Experience
CoreLogic 2009 - 2011
Wachovia 2008 - 2009
New Century Mortgage 2006 - 2008
Washington Mutual 2002 - 2006
Ardent Communications 1998 - 2002
Skills
Compensation & Benefit, Executive Compensation, Executive Pay, Sales Compensation..., Deferred Compensation, HRIS, Employee Benefits, Workforce Planning, Succession Planning, Performance Management, Organizational Design, Talent Management, Employee Engagement, Organizational..., Personnel Management, HR Policies, Talent Acquisition, Recruiting, Organizational..., Change Management, Employee Relations, Benefits Administration, Management, Executive Coaching, Compensation, Compensation & Benefits, Leadership, Strategy
Education
The George Washington University 2000 — 2002
MA, Human Resource Management
California State Polytechnic University-Pomona 1993 — 1998
BA, Psychology
CoreLogic 2009 - 2011
Wachovia 2008 - 2009
New Century Mortgage 2006 - 2008
Washington Mutual 2002 - 2006
Ardent Communications 1998 - 2002
Skills
Compensation & Benefit, Executive Compensation, Executive Pay, Sales Compensation..., Deferred Compensation, HRIS, Employee Benefits, Workforce Planning, Succession Planning, Performance Management, Organizational Design, Talent Management, Employee Engagement, Organizational..., Personnel Management, HR Policies, Talent Acquisition, Recruiting, Organizational..., Change Management, Employee Relations, Benefits Administration, Management, Executive Coaching, Compensation, Compensation & Benefits, Leadership, Strategy
Education
The George Washington University 2000 — 2002
MA, Human Resource Management
California State Polytechnic University-Pomona 1993 — 1998
BA, Psychology
Chris Minnich's Wachovia Experience VP CompensationMorgan Stanley1987 - 1996
Job SVP Compensation at Wachovia
Industry Financial Services
Experience
Wachovia VP CompensationMorgan Stanley1987 - 1996
Education
Boston University Questrom School of Business 1982 — 1984
MBA
University of Toledo 1977 — 1982
Wachovia VP CompensationMorgan Stanley1987 - 1996
Education
Boston University Questrom School of Business 1982 — 1984
MBA
University of Toledo 1977 — 1982
Craig Bijou's Wachovia Experience July 2007 - July 2011
Job Senior Analyst, Medical Devices Equity Research at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2011 - Present
Wachovia July 2007 - July 2011
Ernst & Young 2000 - 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA, Finance
Boston College 1996 — 2000
BS, Finance, Accounting
Wells Fargo Securities July 2011 - Present
Wachovia July 2007 - July 2011
Ernst & Young 2000 - 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA, Finance
Boston College 1996 — 2000
BS, Finance, Accounting
Sosin, Michelle's Wachovia Experience June 1999 - August 2000
Job Executive Resolution Specialist
Industry Financial Services
Experience
Ally Financial Inc. April 2011 - Present
GMAC-Rescap February 2008 - September 2008
Home Connects Lending Services April 2006 - February 2008
Home Connects Lending Services 2000 - 2008
Home Connects Lending Services October 2000 - April 2006
Wachovia June 1999 - August 2000
Wachovia Bank September 1988 - November 1998
Education
Bucks County Community College
Associates, Administrative Assistant and Secretarial Science, General
Computer Learning Center
Diploma, Information Technology
Ally Financial Inc. April 2011 - Present
GMAC-Rescap February 2008 - September 2008
Home Connects Lending Services April 2006 - February 2008
Home Connects Lending Services 2000 - 2008
Home Connects Lending Services October 2000 - April 2006
Wachovia June 1999 - August 2000
Wachovia Bank September 1988 - November 1998
Education
Bucks County Community College
Associates, Administrative Assistant and Secretarial Science, General
Computer Learning Center
Diploma, Information Technology
Terry Pratchett's Wachovia Experience March 2004 - November 2007
Job Middle Market Technology Banking
Industry Financial Services
Experience
JPMorgan Chase October 2010 - Present
Bank of America November 2007 - October 2010
Wachovia March 2004 - November 2007
Skills
Portfolio Management, Equities, Fixed Income, Business Analysis, Investments, Series 7, Financial Modeling, Mutual Funds, Corporate Finance, Asset Management, Financial Services, Leadership, Banking, Due Diligence, Risk Management, Financial Analysis
Education
Wake Forest University 2006 — 2007
MBA, Business
Brigham Young University 1997 — 2002
JPMorgan Chase October 2010 - Present
Bank of America November 2007 - October 2010
Wachovia March 2004 - November 2007
Skills
Portfolio Management, Equities, Fixed Income, Business Analysis, Investments, Series 7, Financial Modeling, Mutual Funds, Corporate Finance, Asset Management, Financial Services, Leadership, Banking, Due Diligence, Risk Management, Financial Analysis
Education
Wake Forest University 2006 — 2007
MBA, Business
Brigham Young University 1997 — 2002
Jennifer Gleason Meacham's Wachovia Experience March 2006 - April 2008
Job Commercial Mortgage Underwriter VP at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo September 2012 - Present
Wells Fargo Bank June 2010 - September 2012
The Shaw Group October 2008 - May 2010
Wachovia March 2006 - April 2008
Wachovia 2000 - 2006
Education
Boston College 1995 — 1999
Finance
Wells Fargo September 2012 - Present
Wells Fargo Bank June 2010 - September 2012
The Shaw Group October 2008 - May 2010
Wachovia March 2006 - April 2008
Wachovia 2000 - 2006
Education
Boston College 1995 — 1999
Finance
Melissa Buonato's Wachovia Experience 1994 - 1996
Job Data Coordinator HatboroHorsham School District
Industry Computer Software
Experience
Hatboro Horsham School District February 2009 - Present
Buonato Consulting January 2008 - Present
Industrial systems associates January 1998 - March 2001
Wachovia 1994 - 1996
Skills
Computer Hardware, Computer Repair, Customer Service, Disaster Recovery, Dvd, Integration, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Process Improvement, Training, Windows
Education
Bryant University 1987 — 1991
Hatboro Horsham School District February 2009 - Present
Buonato Consulting January 2008 - Present
Industrial systems associates January 1998 - March 2001
Wachovia 1994 - 1996
Skills
Computer Hardware, Computer Repair, Customer Service, Disaster Recovery, Dvd, Integration, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Process Improvement, Training, Windows
Education
Bryant University 1987 — 1991
Ron Subaba's Wachovia Experience 2005 - 2007
Job Mortgage Banking Professional
Industry Real Estate
Experience
Wachovia 2005 - 2007
World Savings 2005 - 2006
Gateway Bank 2004 - 2005
Wausau Mortgage 1996 - 2004
Education
California State University-East Bay 1997 — 2003
Bachelors, Finance & Real Estate
Wachovia 2005 - 2007
World Savings 2005 - 2006
Gateway Bank 2004 - 2005
Wausau Mortgage 1996 - 2004
Education
California State University-East Bay 1997 — 2003
Bachelors, Finance & Real Estate
Timothy Ludwig's Wachovia Experience October 1993 - January 2007
Job Operations Executive / CISO
Industry Management Consulting
Experience
JPMorgan Chase July 2013 - Present
MT&L January 2011 - May 2013
Integrated Printing Solutions 2009 - 2011
Business Logistic Services January 2007 - June 2008
Wachovia October 1993 - January 2007
First Union (Wachovia) 1993 - 2007
First Union National Bank 1993 - 2005
AT&T Universal Card Services 1990 - 1993
AT&T Universal Card 1990 - 1993
Citibank 1985 - 1990
Skills
Budgets, Operations Management, Securities, Process Improvement, New Business Development, Financial Services, Product Management, Risk Management, Coaching, Team Leadership, Sales Management, Vendor Management, Management, Team Management, Customer Service, Strategic Planning, Customer Satisfaction, Business Strategy, Team Building, Change Management, Analysis, Cross-functional Team..., Sales, Business Development, Credit Cards, Marketing Strategy, Strategy, Project Management, Banking, Account Management, Leadership, Business Process..., Inventory Management, Executive Management, Manufacturing, CRM, Transaction Processing, Start-ups, P&L Management, Program Management, Mergers & Acquisitions, Outsourcing, Business Planning, Product Development, Six Sigma, Competitive Analysis, Contract Negotiation, Strategic Partnerships, Management Consulting, Business Analysis
Education
Briar Cliff University 1980 — 1985
JPMorgan Chase July 2013 - Present
MT&L January 2011 - May 2013
Integrated Printing Solutions 2009 - 2011
Business Logistic Services January 2007 - June 2008
Wachovia October 1993 - January 2007
First Union (Wachovia) 1993 - 2007
First Union National Bank 1993 - 2005
AT&T Universal Card Services 1990 - 1993
AT&T Universal Card 1990 - 1993
Citibank 1985 - 1990
Skills
Budgets, Operations Management, Securities, Process Improvement, New Business Development, Financial Services, Product Management, Risk Management, Coaching, Team Leadership, Sales Management, Vendor Management, Management, Team Management, Customer Service, Strategic Planning, Customer Satisfaction, Business Strategy, Team Building, Change Management, Analysis, Cross-functional Team..., Sales, Business Development, Credit Cards, Marketing Strategy, Strategy, Project Management, Banking, Account Management, Leadership, Business Process..., Inventory Management, Executive Management, Manufacturing, CRM, Transaction Processing, Start-ups, P&L Management, Program Management, Mergers & Acquisitions, Outsourcing, Business Planning, Product Development, Six Sigma, Competitive Analysis, Contract Negotiation, Strategic Partnerships, Management Consulting, Business Analysis
Education
Briar Cliff University 1980 — 1985
Tom Lindeen's Wachovia Experience 2007 - May 2009
Job Manager, Portfolio & Channel Management, Equipment Finance Group at GE Capital
Industry Financial Services
Experience
GE Capital January 2013 - Present
GE Capital January 2010 - January 2013
Wachovia 2007 - May 2009
Wachovia Mortgage/EquiBanc 2003 - 2007
Wachovia Bank fka SouthTrust Bank 2000 - 2003
Skills
Credit, Portfolio Management, Commercial Lending, Finance, Loans, Underwriting, Risk Management, Leadership, Credit Analysis, Management, Mortgage Lending, FHA, Banking, Financial Risk, Credit Risk, Forecasting, Small Business Lending, Asset Based Lending, Investments, Training, Loss Mitigation, Business Planning, Financial Analysis, Commercial Banking, Sales, Relationship Management, Process Improvement, Financial Services, Loan Origination, Team Building, Consumer Lending, Customer Service, Mortgage Banking, Analysis, Executive Management, Retail Banking, Strategy, Lines Of Credit, Private Label, Wholesale Lending
Education
Bowling Green State University
Finance, General
Sam Houston State University
Bachelor's Degree, Finance
GE Capital January 2013 - Present
GE Capital January 2010 - January 2013
Wachovia 2007 - May 2009
Wachovia Mortgage/EquiBanc 2003 - 2007
Wachovia Bank fka SouthTrust Bank 2000 - 2003
Skills
Credit, Portfolio Management, Commercial Lending, Finance, Loans, Underwriting, Risk Management, Leadership, Credit Analysis, Management, Mortgage Lending, FHA, Banking, Financial Risk, Credit Risk, Forecasting, Small Business Lending, Asset Based Lending, Investments, Training, Loss Mitigation, Business Planning, Financial Analysis, Commercial Banking, Sales, Relationship Management, Process Improvement, Financial Services, Loan Origination, Team Building, Consumer Lending, Customer Service, Mortgage Banking, Analysis, Executive Management, Retail Banking, Strategy, Lines Of Credit, Private Label, Wholesale Lending
Education
Bowling Green State University
Finance, General
Sam Houston State University
Bachelor's Degree, Finance
Eric Kaplan's Wachovia Experience 1998 - 2001
Job Managing Director / Mortgage Finance at Shellpoint Partners
Industry Banking
Experience
Shellpoint Partners September 2011 - Present
Morgan Stanley March 2003 - September 2011
Countrywide 2001 - 2003
Wachovia 1998 - 2001
The Money Store, Inc. 1997 - 1998
Cadwalader, Wickersham & Taft LLP 1996 - 1997
Hawkins Delafield & Wood LLP 1993 - 1996
Education
Boston University School of Law 1990 — 1993
JD
Princeton University 1986 — 1990
AB
Shellpoint Partners September 2011 - Present
Morgan Stanley March 2003 - September 2011
Countrywide 2001 - 2003
Wachovia 1998 - 2001
The Money Store, Inc. 1997 - 1998
Cadwalader, Wickersham & Taft LLP 1996 - 1997
Hawkins Delafield & Wood LLP 1993 - 1996
Education
Boston University School of Law 1990 — 1993
JD
Princeton University 1986 — 1990
AB
Geoffrey Rhizor's Wachovia Experience May 2006 - August 2006
Job Vice President at JMP Group
Industry Investment Banking
Experience
JMP Group August 2014 - Present
martinwolf M&A Advisors July 2013 - July 2014
Martin Wolf M&A Advisors March 2012 - July 2013
Martin Wolf M&A Advisors January 2012 - March 2012
Wedbush Securities September 2011 - January 2012
Wedbush Securities August 2010 - September 2011
Martin Wolf Securities April 2010 - August 2010
Martin Wolf Securities April 2008 - March 2010
NewStar Financial June 2007 - January 2008
Wachovia May 2006 - August 2006
Skills
M&A Advisory, Investment Banking, Raising Venture Capital, Raising Growth Capital, Debt Structuring, IPO, Mergers, Growth Capital, Venture Capital, Debt Restructuring, Private Equity, Financial Modeling, Mergers & Acquisitions, LBO, Finance, Corporate Development
Education
Boston University Questrom School of Business 2004 — 2007
BSBA, Concentration in Finance and Law with a minor in History
JMP Group August 2014 - Present
martinwolf M&A Advisors July 2013 - July 2014
Martin Wolf M&A Advisors March 2012 - July 2013
Martin Wolf M&A Advisors January 2012 - March 2012
Wedbush Securities September 2011 - January 2012
Wedbush Securities August 2010 - September 2011
Martin Wolf Securities April 2010 - August 2010
Martin Wolf Securities April 2008 - March 2010
NewStar Financial June 2007 - January 2008
Wachovia May 2006 - August 2006
Skills
M&A Advisory, Investment Banking, Raising Venture Capital, Raising Growth Capital, Debt Structuring, IPO, Mergers, Growth Capital, Venture Capital, Debt Restructuring, Private Equity, Financial Modeling, Mergers & Acquisitions, LBO, Finance, Corporate Development
Education
Boston University Questrom School of Business 2004 — 2007
BSBA, Concentration in Finance and Law with a minor in History
Ed Treaster's Wachovia Experience October 2009 - Present
Job since thw merger Wells Fargo
Industry Banking
Experience
Wachovia October 2009 - Present
Tech Manager- Dist. Systems Engineering - SAn/ NAS storage October 2008 - Present
Wachovia Bank 2007 - Present
Delta Technology 2002 - 2005
Education
Bloomsburg University of Pennsylvania 1976 — 1980
Wachovia October 2009 - Present
Tech Manager- Dist. Systems Engineering - SAn/ NAS storage October 2008 - Present
Wachovia Bank 2007 - Present
Delta Technology 2002 - 2005
Education
Bloomsburg University of Pennsylvania 1976 — 1980
Joseph Lusardi's Wachovia Experience August 1998 - August 1999
Job Principal & Founder at Massapoag Advisors
Industry Financial Services
Experience
Massapoag Advisors August 2013 - Present
Affiliated Managers Group February 2010 - July 2013
Devonshire Investors at Fidelity Investments February 2007 - February 2010
Liberty Mutual August 2001 - February 2007
Wachovia August 1998 - August 1999
Department of Defense August 1996 - August 1998
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
MBA
The Catholic University of America 1992 — 1996
Bachelor of Arts, Finance
Massapoag Advisors August 2013 - Present
Affiliated Managers Group February 2010 - July 2013
Devonshire Investors at Fidelity Investments February 2007 - February 2010
Liberty Mutual August 2001 - February 2007
Wachovia August 1998 - August 1999
Department of Defense August 1996 - August 1998
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
MBA
The Catholic University of America 1992 — 1996
Bachelor of Arts, Finance
Daniel Hasegawa's Wachovia Experience 2006 - 2008
Job Business Development Manager at Chevron Federal Credit Union and Spectrum Credit Union
Industry Banking
Experience
Chevron Federal Credit Union October 2014 - Present
AmeriFirst Financial, Inc. June 2014 - September 2014
Bank of America July 2012 - March 2013
Paramount Equity December 2011 - July 2012
Wells Fargo Home Mortgage July 2010 - November 2011
Albert Heeg Investment Management January 2009 - October 2010
OpenTable 2010 - 2010
Wachovia 2006 - 2008
Wachovia Bank (acquired World Savings Bank) October 1986 - 2008
World Savings Bank, FSB October 1986 - October 2006
Skills
Mortgage Lending, Leadership, Marketing Strategy, Training, Loans, Management, Recruiting, Sales Process, Coaching, Strategy, Sales, Credit Analysis, Team Building, Marketing, Sales Management, Credit, Business Development, Mortgage Banking, FHA, Banking, Underwriting, Human Resources, Loan Origination, Real Estate, Investment Properties, Investments, Professional..., Refinance, Customer Service, Call Centers, Strategic Planning
Education
California State Polytechnic University-Pomona 1978 — 1983
Bachelor of Science, Communcation Arts and Sciences, Speech Communication
Chevron Federal Credit Union October 2014 - Present
AmeriFirst Financial, Inc. June 2014 - September 2014
Bank of America July 2012 - March 2013
Paramount Equity December 2011 - July 2012
Wells Fargo Home Mortgage July 2010 - November 2011
Albert Heeg Investment Management January 2009 - October 2010
OpenTable 2010 - 2010
Wachovia 2006 - 2008
Wachovia Bank (acquired World Savings Bank) October 1986 - 2008
World Savings Bank, FSB October 1986 - October 2006
Skills
Mortgage Lending, Leadership, Marketing Strategy, Training, Loans, Management, Recruiting, Sales Process, Coaching, Strategy, Sales, Credit Analysis, Team Building, Marketing, Sales Management, Credit, Business Development, Mortgage Banking, FHA, Banking, Underwriting, Human Resources, Loan Origination, Real Estate, Investment Properties, Investments, Professional..., Refinance, Customer Service, Call Centers, Strategic Planning
Education
California State Polytechnic University-Pomona 1978 — 1983
Bachelor of Science, Communcation Arts and Sciences, Speech Communication
Steve Weidman's Wachovia Experience Senior Relationship ManagerWachovia Bank1978 - Present
Job Senior Vice President at Wachovia
Industry Banking
Experience
Wachovia Senior Relationship ManagerWachovia Bank1978 - Present
Education
Bucknell University 1972 — 1976
Wachovia Senior Relationship ManagerWachovia Bank1978 - Present
Education
Bucknell University 1972 — 1976
Scott Terada's Wachovia Experience December 1997 - July 2003
Job Managing Director, Risk Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2007 - Present
TIAA-CREF July 2004 - February 2007
Bank of America August 2003 - July 2004
Evergreen Investments 1997 - 2004
Wachovia December 1997 - July 2003
Fidelity Investments 1993 - 1997
Skills
Mutual Funds, Investments, Series 63, Financial Services, Retirement, Investment Advisory, Fixed Annuities, Separately Managed..., ETFs, Fund Of Funds, Asset Managment, Asset Allocation, Financial Modeling, Portfolio Management, Mergers & Acquisitions, Risk Management, Investment Strategies, Asset Management
Education
Boston University 1988 — 1992
BA, Business Administration
TIAA-CREF February 2007 - Present
TIAA-CREF July 2004 - February 2007
Bank of America August 2003 - July 2004
Evergreen Investments 1997 - 2004
Wachovia December 1997 - July 2003
Fidelity Investments 1993 - 1997
Skills
Mutual Funds, Investments, Series 63, Financial Services, Retirement, Investment Advisory, Fixed Annuities, Separately Managed..., ETFs, Fund Of Funds, Asset Managment, Asset Allocation, Financial Modeling, Portfolio Management, Mergers & Acquisitions, Risk Management, Investment Strategies, Asset Management
Education
Boston University 1988 — 1992
BA, Business Administration
Sandy Kyle's Wachovia Experience July 2001 - October 2008
Job Senior Underwriter at Arch Mortgage Insurance Company
Industry Financial Services
Experience
Arch Mortgage Insurance Company December 2014 - Present
PMI Mortgage Insurance Co. March 2009 - November 2014
Wachovia July 2001 - October 2008
World Savings 2001 - 2006
Stratford Financial Services, Inc. June 1996 - June 2001
The SRS Group May 1994 - June 1996
PMI Mortgage Insurance Co. 1988 - 1989
ITT Mortgage Corp. 1983 - 1986
Ticor Mortgage Insurance 1982 - 1983
Skills
Management, Banking, Auditing, Quality Control, Loss Mitigation, Underwriting, Mortgage Underwriting, Mortgage Banking, Mortgage Lending, Loans, Credit, Loan Origination, Credit Analysis, FHA, Refinance, Risk Management, Mortgage Servicing, Fraud, Credit Risk, Residential Mortgages, Loan Servicing, Mortgage Insurance, Portfolio Management, Insurance, Financial Risk, Customer Service, Real Estate, Funding, Leadership, Analysis, Financial Services, Finance, Consumer Lending, Financial Analysis, Due Diligence, Relationship Management, Retail Banking
Education
Brandman University, Part of the Chapman University System 2010 — 2015
Bachelor’s Degree, Liberal Studies, Multiple Subjects Teaching, Magna cum Laude!!
Las Positas College, Livermore, CA 1997 — 1999
AA Liberal Arts, Highest Honors recipient
Alhambra High School 1971 — 1975
HS Diploma, gen ed
Arch Mortgage Insurance Company December 2014 - Present
PMI Mortgage Insurance Co. March 2009 - November 2014
Wachovia July 2001 - October 2008
World Savings 2001 - 2006
Stratford Financial Services, Inc. June 1996 - June 2001
The SRS Group May 1994 - June 1996
PMI Mortgage Insurance Co. 1988 - 1989
ITT Mortgage Corp. 1983 - 1986
Ticor Mortgage Insurance 1982 - 1983
Skills
Management, Banking, Auditing, Quality Control, Loss Mitigation, Underwriting, Mortgage Underwriting, Mortgage Banking, Mortgage Lending, Loans, Credit, Loan Origination, Credit Analysis, FHA, Refinance, Risk Management, Mortgage Servicing, Fraud, Credit Risk, Residential Mortgages, Loan Servicing, Mortgage Insurance, Portfolio Management, Insurance, Financial Risk, Customer Service, Real Estate, Funding, Leadership, Analysis, Financial Services, Finance, Consumer Lending, Financial Analysis, Due Diligence, Relationship Management, Retail Banking
Education
Brandman University, Part of the Chapman University System 2010 — 2015
Bachelor’s Degree, Liberal Studies, Multiple Subjects Teaching, Magna cum Laude!!
Las Positas College, Livermore, CA 1997 — 1999
AA Liberal Arts, Highest Honors recipient
Alhambra High School 1971 — 1975
HS Diploma, gen ed
Warren Eastman's Wachovia Experience June 2000 - May 2001
Job Executive Director at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase September 2010 - Present
Pershing December 2008 - September 2010
TD Ameritrade February 2006 - April 2008
DTCC May 2001 - December 2005
Wachovia June 2000 - May 2001
First Union National Bank December 1994 - June 2000
BayBank February 1989 - December 1994
Skills
Business Development, Sales Management, Mergers, Relationship Management, Sales, E-commerce, Equities, Securities, Financial Services, Fixed Income, Series 7, Mutual Funds, Capital Markets, Wealth Management
Education
Boston University 1991 — 1993
Master of Business Administration (MBA), Finance
Syracuse University 1983 — 1988
Bachelor of Science (BS), Finance, Economics
JP Morgan Chase September 2010 - Present
Pershing December 2008 - September 2010
TD Ameritrade February 2006 - April 2008
DTCC May 2001 - December 2005
Wachovia June 2000 - May 2001
First Union National Bank December 1994 - June 2000
BayBank February 1989 - December 1994
Skills
Business Development, Sales Management, Mergers, Relationship Management, Sales, E-commerce, Equities, Securities, Financial Services, Fixed Income, Series 7, Mutual Funds, Capital Markets, Wealth Management
Education
Boston University 1991 — 1993
Master of Business Administration (MBA), Finance
Syracuse University 1983 — 1988
Bachelor of Science (BS), Finance, Economics
Dennis Kraft's Wachovia Experience 2004 - 2006
Job Vice President at Goldman Sachs Asset Management
Industry Financial Services
Experience
Goldman Sachs Asset Management March 2008 - Present
ACA Capital April 2006 - March 2008
Wachovia Securities April 2004 - March 2006
Wachovia 2004 - 2006
Conning Asset Management November 2001 - January 2004
Hartford Investment Management Company (HIMCO) October 1993 - November 2001
The Travelers Companies February 1989 - October 1993
DRI/McGraw Hill 1984 - 1989
Skills
Credit, MBS, Capital Markets, CMBS, ABS, Structured Finance, Structured Products, Trading, Fixed Income, Mortgage Lending, Derivatives, Middle Office, Hedge Funds
Education
University of California, San Diego 1976 — 1982
Ph.D., Economics
California Polytechnic State University-San Luis Obispo 1971 — 1976
B.S., Economics
University of California, San Diego
C.Phil., Economics
University of California, San Diego
Master of Arts (M.A.), Economics
Santa Clara High School
Goldman Sachs Asset Management March 2008 - Present
ACA Capital April 2006 - March 2008
Wachovia Securities April 2004 - March 2006
Wachovia 2004 - 2006
Conning Asset Management November 2001 - January 2004
Hartford Investment Management Company (HIMCO) October 1993 - November 2001
The Travelers Companies February 1989 - October 1993
DRI/McGraw Hill 1984 - 1989
Skills
Credit, MBS, Capital Markets, CMBS, ABS, Structured Finance, Structured Products, Trading, Fixed Income, Mortgage Lending, Derivatives, Middle Office, Hedge Funds
Education
University of California, San Diego 1976 — 1982
Ph.D., Economics
California Polytechnic State University-San Luis Obispo 1971 — 1976
B.S., Economics
University of California, San Diego
C.Phil., Economics
University of California, San Diego
Master of Arts (M.A.), Economics
Santa Clara High School
Mike Carlotti's Wachovia Experience July 2005 - May 2008
Job Vice President & Treasurer at Scientific Games
Industry Gambling & Casinos
Experience
Scientific Games November 2014 - Present
Bally Technologies July 2008 - November 2014
Wachovia July 2005 - May 2008
Palmyra Capital Advisors August 2002 - July 2005
Donaldson, Lufkin & Jenrette August 1998 - April 2002
Smith Barney June 1993 - June 1996
Skills
Microsoft Office, Bloomberg, Investment Banking, Corporate Finance, investment management, Mergers, Investor Relations, Equities, Capital Markets, Gaming, Hedge Funds, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Business Strategy, Venture Capital, Strategic Planning, Risk Management, Investments, Budgeting, Restructuring, Private Equity, Financial Planning, Negotiation, Forecasting, Budgets, Leveraged Finance, Mergers & Acquisitions, Asset Management, Strategic Financial..., LBO, Investment Management, Finance, M&A experience, Analysis, Executive Management, Management, Gaming Industry, Strategy, Leadership, Portfolio Management
Education
University of California, Los Angeles - The Anderson School of Management 1996 — 1998
MBA, Finance, 3.8
Boston College 1989 — 1993
BS, Finance, 3.8
Scientific Games November 2014 - Present
Bally Technologies July 2008 - November 2014
Wachovia July 2005 - May 2008
Palmyra Capital Advisors August 2002 - July 2005
Donaldson, Lufkin & Jenrette August 1998 - April 2002
Smith Barney June 1993 - June 1996
Skills
Microsoft Office, Bloomberg, Investment Banking, Corporate Finance, investment management, Mergers, Investor Relations, Equities, Capital Markets, Gaming, Hedge Funds, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Business Strategy, Venture Capital, Strategic Planning, Risk Management, Investments, Budgeting, Restructuring, Private Equity, Financial Planning, Negotiation, Forecasting, Budgets, Leveraged Finance, Mergers & Acquisitions, Asset Management, Strategic Financial..., LBO, Investment Management, Finance, M&A experience, Analysis, Executive Management, Management, Gaming Industry, Strategy, Leadership, Portfolio Management
Education
University of California, Los Angeles - The Anderson School of Management 1996 — 1998
MBA, Finance, 3.8
Boston College 1989 — 1993
BS, Finance, 3.8
Jennifer Sameth Bell's Wachovia Experience 1999 - 2007
Job Consultant to Wells Fargo
Industry Banking
Experience
Consultant October 2009 - Present
Stay at home Mom November 2007 - September 2009
Wachovia 1999 - 2007
Parks Consulting 1998 - 2005
Bank of America 1996 - 1998
John Alden Life Insurance Company 1988 - 1996
Deloitte 1985 - 1988
Skills
Vendor Management, Process Improvement, Business Analysis, Program Management, SDLC, PMO, Project Management, Banking, Disaster Recovery, PMP, Risk Management, SharePoint, Technical Project..., Project Coordination, CRM, Sprinklr
Education
Bryant University 1981 — 1985
Bachelor of Science (B.S.), Computer and Information Sciences, General
Consultant October 2009 - Present
Stay at home Mom November 2007 - September 2009
Wachovia 1999 - 2007
Parks Consulting 1998 - 2005
Bank of America 1996 - 1998
John Alden Life Insurance Company 1988 - 1996
Deloitte 1985 - 1988
Skills
Vendor Management, Process Improvement, Business Analysis, Program Management, SDLC, PMO, Project Management, Banking, Disaster Recovery, PMP, Risk Management, SharePoint, Technical Project..., Project Coordination, CRM, Sprinklr
Education
Bryant University 1981 — 1985
Bachelor of Science (B.S.), Computer and Information Sciences, General
Thomas Rossi, CFA's Wachovia Experience January 2005 - November 2006
Job Senior Complex Financial Institution Specialist at FDIC
Industry Capital Markets
Experience
FDIC March 2013 - Present
Bank of America June 2010 - March 2013
Wachovia, A Wells Fargo Company November 2006 - June 2010
Wachovia January 2005 - November 2006
Federal Reserve Bank of Boston May 1994 - December 2004
Wells Fargo March 1991 - August 1992
Skills
Interest Rate Risk..., Forecasting, Modeling, Valuation, Capital Markets, Internal Audit, Treasury Management, Basel II, Credit Risk, Financial Analysis, Banking, Finance, Liquidity Risk, Risk Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1994
MBA, Finance
University of Otago 1993 — 1993
MBA, International Business
University of California, San Diego 1986 — 1990
BA, Quantitative Economics and Decision Sciences
FDIC March 2013 - Present
Bank of America June 2010 - March 2013
Wachovia, A Wells Fargo Company November 2006 - June 2010
Wachovia January 2005 - November 2006
Federal Reserve Bank of Boston May 1994 - December 2004
Wells Fargo March 1991 - August 1992
Skills
Interest Rate Risk..., Forecasting, Modeling, Valuation, Capital Markets, Internal Audit, Treasury Management, Basel II, Credit Risk, Financial Analysis, Banking, Finance, Liquidity Risk, Risk Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1994
MBA, Finance
University of Otago 1993 — 1993
MBA, International Business
University of California, San Diego 1986 — 1990
BA, Quantitative Economics and Decision Sciences
Diane Daum's Wachovia Experience May 2006 - May 2009
Job Managing Consultant, Workforce Surveys & Analytics at CEB
Industry Management Consulting
Experience
CEB July 2011 - Present
Wells Fargo May 2009 - June 2011
Wachovia May 2006 - May 2009
TIAA-CREF May 2004 - May 2006
PRA (Valtera) June 1995 - April 2004
Skills
Employe Engagement, Employee Value..., Analytics, Text Analytics, Segmentation, Choice Modeling, Linkage Analysis, Employee Surveys, Psychometrics, Management Conusulting, Human Resources Research, SPSS, Recruiting, HR Consulting, Performance Management, Talent Management, Career Development, Survey Design, Leadership, Employee Engagement, Human Resources, Leadership Development, Analysis, Job Analysis, Data Analysis, Research, Organizational..., Management Consulting, Organizational..., Survey Research, Statistics, Strategy, 360 Feedback
Education
Bowling Green State University 1989 — 1995
PhD, Industrial & Organizational Psychology
Ohio Wesleyan University 1984 — 1988
BA, Psychology
CEB July 2011 - Present
Wells Fargo May 2009 - June 2011
Wachovia May 2006 - May 2009
TIAA-CREF May 2004 - May 2006
PRA (Valtera) June 1995 - April 2004
Skills
Employe Engagement, Employee Value..., Analytics, Text Analytics, Segmentation, Choice Modeling, Linkage Analysis, Employee Surveys, Psychometrics, Management Conusulting, Human Resources Research, SPSS, Recruiting, HR Consulting, Performance Management, Talent Management, Career Development, Survey Design, Leadership, Employee Engagement, Human Resources, Leadership Development, Analysis, Job Analysis, Data Analysis, Research, Organizational..., Management Consulting, Organizational..., Survey Research, Statistics, Strategy, 360 Feedback
Education
Bowling Green State University 1989 — 1995
PhD, Industrial & Organizational Psychology
Ohio Wesleyan University 1984 — 1988
BA, Psychology
Patricia Nelson's Wachovia Experience October 1979 - December 2001
Job Manager of Employee Ralations
Industry Banking
Experience
Sun National Bank December 2002 - Present
First Union, Wachovia, Corestates 1980 - 2008
Wachovia October 1979 - December 2001
Skills
Coaching, Employee Relations, Banking, Team Building, Human Resources, Personnel Management, Recruiting, Accounting, Risk Management, Process Improvement, Financial Analysis, Succession Planning, Training, Team Leadership, Software Documentation, Onboarding, Strategic Planning
Education
Bucks County Community College 1985 — 1987
Sun National Bank December 2002 - Present
First Union, Wachovia, Corestates 1980 - 2008
Wachovia October 1979 - December 2001
Skills
Coaching, Employee Relations, Banking, Team Building, Human Resources, Personnel Management, Recruiting, Accounting, Risk Management, Process Improvement, Financial Analysis, Succession Planning, Training, Team Leadership, Software Documentation, Onboarding, Strategic Planning
Education
Bucks County Community College 1985 — 1987
Michael Oing's Wachovia Experience June 2007 - June 2010
Job Manager, Portfolio Strategy and Analysis at State Farm Bank
Industry Banking
Experience
State Farm Bank July 2015 - Present
State Farm Bank July 2010 - Present
Wachovia June 2007 - June 2010
State Farm Bank December 2001 - June 2007
Fleet Credit Card Services January 1999 - December 2001
PNC December 1996 - December 1998
Quantum Consulting September 1993 - December 1996
Quantum Energy Services & Technologies, Inc. (formerly Quantum Consulting, Inc.) 1993 - 1996
Education
California Polytechnic State University-San Luis Obispo 1989 — 1993
State Farm Bank July 2015 - Present
State Farm Bank July 2010 - Present
Wachovia June 2007 - June 2010
State Farm Bank December 2001 - June 2007
Fleet Credit Card Services January 1999 - December 2001
PNC December 1996 - December 1998
Quantum Consulting September 1993 - December 1996
Quantum Energy Services & Technologies, Inc. (formerly Quantum Consulting, Inc.) 1993 - 1996
Education
California Polytechnic State University-San Luis Obispo 1989 — 1993
Erica Dillon Kostro's Wachovia Experience 2004 - 2006
Job Director & Head, Fiduciary Solutions Group at Citi Trust
Industry Financial Services
Experience
Citi Trust May 2010 - Present
Citibank September 1998 - June 2010
Wachovia 2004 - 2006
MassMutual 1997 - 1998
Holton Howard & Goodman 1995 - 1997
Education
University of Virginia
Bachelor of Arts (B.A.)
Boston University School of Law
Citi Trust May 2010 - Present
Citibank September 1998 - June 2010
Wachovia 2004 - 2006
MassMutual 1997 - 1998
Holton Howard & Goodman 1995 - 1997
Education
University of Virginia
Bachelor of Arts (B.A.)
Boston University School of Law
Craig Rosoff's Wachovia Experience October 2004 - April 2007
Job Investment Banking Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2013 - Present
Cornell University August 2011 - May 2013
Bank of America Merrill Lynch January 2009 - July 2011
Merrill Lynch April 2007 - December 2008
Wachovia October 2004 - April 2007
Skills
Valuation, Bloomberg, Portfolio Management, Debt, Credit Risk, Derivatives, Credit, Risk Management, Corporate Finance, Financial Analysis, Credit Analysis, Underwriting
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Finance - Investment Banking
Boston University - School of Management 2001 — 2004
Bachelor of Science in Business Administration, Finance & Economics
Rye Country Day 1997 — 2001
High School Diploma
J.P. Morgan July 2013 - Present
Cornell University August 2011 - May 2013
Bank of America Merrill Lynch January 2009 - July 2011
Merrill Lynch April 2007 - December 2008
Wachovia October 2004 - April 2007
Skills
Valuation, Bloomberg, Portfolio Management, Debt, Credit Risk, Derivatives, Credit, Risk Management, Corporate Finance, Financial Analysis, Credit Analysis, Underwriting
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Finance - Investment Banking
Boston University - School of Management 2001 — 2004
Bachelor of Science in Business Administration, Finance & Economics
Rye Country Day 1997 — 2001
High School Diploma
Bradford, Ryan,'s Wachovia Experience 2005 - Present
Job Mortgage Banking Director at Wachovia
Industry Financial Services
Experience
Wachovia 2005 - Present
Skyline Properties 2010 - 2013
Skyline Properties 2010 - 2013
World Savings Banks Institute 1996 - 2004
Education
Brigham Young University
Working on BA in Business management
Wachovia 2005 - Present
Skyline Properties 2010 - 2013
Skyline Properties 2010 - 2013
World Savings Banks Institute 1996 - 2004
Education
Brigham Young University
Working on BA in Business management
Kevin Kreitzer's Wachovia Experience July 2008 - May 2009
Job Compensation Analyst at Robert Half International
Industry Human Resources
Experience
Robert Half International November 2012 - Present
First Republic Bank May 2012 - November 2012
Charles Schwab May 2011 - August 2011
Wachovia July 2008 - May 2009
Wachovia 2007 - 2008
World Savings 2004 - 2007
World Savings 1990 - 2004
Education
California State University-Chico 1985 — 1990
BS, Accounting
Robert Half International November 2012 - Present
First Republic Bank May 2012 - November 2012
Charles Schwab May 2011 - August 2011
Wachovia July 2008 - May 2009
Wachovia 2007 - 2008
World Savings 2004 - 2007
World Savings 1990 - 2004
Education
California State University-Chico 1985 — 1990
BS, Accounting
Jennifer Bartosik's Wachovia Experience June 2006 - October 2008
Job Motivated Mortgage Professional
Industry Banking
Experience
Interthinx, a subsidiary of First American Financial Corporation November 2012 - Present
Bank of Manhattan June 2012 - November 2012
Kinecta Federal Credit Union March 2012 - June 2012
Kinecta Federal Credit Union September 2011 - February 2012
Kinecta Federal Credit Union September 2010 - April 2011
US Bank July 2009 - September 2010
Wachovia June 2006 - October 2008
Secured Funding August 2005 - June 2006
World Savings February 2005 - August 2005
World Savings June 2003 - February 2005
Skills
Loan Origination, Credit, Mortgage Lending, Loans, Management, Underwriting, Credit Analysis, FHA, Mortgage Underwriting, Mortgage Banking, Funding, Real Estate, Residential Mortgages, Sales
Education
California State University San Marcos
Sociology, Youth
San Diego Mesa College
AA, Liberal Arts
Interthinx, a subsidiary of First American Financial Corporation November 2012 - Present
Bank of Manhattan June 2012 - November 2012
Kinecta Federal Credit Union March 2012 - June 2012
Kinecta Federal Credit Union September 2011 - February 2012
Kinecta Federal Credit Union September 2010 - April 2011
US Bank July 2009 - September 2010
Wachovia June 2006 - October 2008
Secured Funding August 2005 - June 2006
World Savings February 2005 - August 2005
World Savings June 2003 - February 2005
Skills
Loan Origination, Credit, Mortgage Lending, Loans, Management, Underwriting, Credit Analysis, FHA, Mortgage Underwriting, Mortgage Banking, Funding, Real Estate, Residential Mortgages, Sales
Education
California State University San Marcos
Sociology, Youth
San Diego Mesa College
AA, Liberal Arts
Amber Nielsen's Wachovia Experience May 2003 - October 2008
Job Underwriter at Wachovia
Industry Banking
Experience
Wachovia May 2003 - October 2008
USDA - Farm Service Agency April 2001 - January 2003
Education
California State University-Chico 1995 — 2000
Bachelor of Science, Agriculture Business
Wachovia May 2003 - October 2008
USDA - Farm Service Agency April 2001 - January 2003
Education
California State University-Chico 1995 — 2000
Bachelor of Science, Agriculture Business
Benjamin Barlow's Wachovia Experience 2006 - 2008
Job Mortgage Risk Manager at Citibank, N.A.
Industry Financial Services
Experience
Citi 2009 - Present
Wachovia 2006 - 2008
Sun Microsystems 1997 - 2004
Skills
Accounting, Disability Insurance, Employee Benefits, Financial Risk, Fixed Annuities, Insurance, Life Insurance, Management, Mortgage Lending, Process Improvement, Real Estate, Sales, Strategic Financial..., Training, Underwriting, Financial Analysis
Education
Regis University
MBA, Business Administration
Brigham Young University
Bachelor of Arts (BA), English
Citi 2009 - Present
Wachovia 2006 - 2008
Sun Microsystems 1997 - 2004
Skills
Accounting, Disability Insurance, Employee Benefits, Financial Risk, Fixed Annuities, Insurance, Life Insurance, Management, Mortgage Lending, Process Improvement, Real Estate, Sales, Strategic Financial..., Training, Underwriting, Financial Analysis
Education
Regis University
MBA, Business Administration
Brigham Young University
Bachelor of Arts (BA), English
Jill Farnsworth Bibo's Wachovia Experience May 2007 - November 2008
Job Vice President Retail Sales at McRoskey Mattress Company
Industry Financial Services
Experience
McRoskey Mattress Company February 2014 - Present
McRoskey Mattress Company October 2012 - February 2014
McRoskey Mattress Company March 2010 - October 2012
Wachovia May 2007 - November 2008
World Savings 2003 - 2007
World Savings August 1999 - June 2003
World Savings July 1990 - April 1999
Skills
Leadership, Mortgage Lending, Management, Team Leadership, Strategic Planning, Analysis, Coaching, Sales, Time Management, Sales Management, Forecasting, Retail, Customer Satisfaction, Banking, Business Development, Team Building
Education
Brigham Young University
Business Administration, Business, Accounting
California State University-Chico
Business Administration
McRoskey Mattress Company February 2014 - Present
McRoskey Mattress Company October 2012 - February 2014
McRoskey Mattress Company March 2010 - October 2012
Wachovia May 2007 - November 2008
World Savings 2003 - 2007
World Savings August 1999 - June 2003
World Savings July 1990 - April 1999
Skills
Leadership, Mortgage Lending, Management, Team Leadership, Strategic Planning, Analysis, Coaching, Sales, Time Management, Sales Management, Forecasting, Retail, Customer Satisfaction, Banking, Business Development, Team Building
Education
Brigham Young University
Business Administration, Business, Accounting
California State University-Chico
Business Administration
Kristie Esposito's Wachovia Experience February 2001 - October 2008
Job Legal
Industry Legal Services
Experience
Statefarm September 2013 - Present
David E. Rehe & Associates July 2011 - September 2011
Deloitte July 2011 - September 2011
February 2011 February 2011 - March 2011
Wachovia February 2001 - October 2008
Wachovia Bank 2007 - 2008
Wachovia 2002 - 2008
Skills
Loans, Mortgage Lending, Time Management, Training
Education
Brookdale Community College 2009 — 2010
Medical Billing and coding
Middletown High School North 1989 — 1993
High School/Secondary Diplomas and Certificates
Statefarm September 2013 - Present
David E. Rehe & Associates July 2011 - September 2011
Deloitte July 2011 - September 2011
February 2011 February 2011 - March 2011
Wachovia February 2001 - October 2008
Wachovia Bank 2007 - 2008
Wachovia 2002 - 2008
Skills
Loans, Mortgage Lending, Time Management, Training
Education
Brookdale Community College 2009 — 2010
Medical Billing and coding
Middletown High School North 1989 — 1993
High School/Secondary Diplomas and Certificates
Andrea Holdren's Wachovia Experience October 1999 - Present
Job Project Manager at Wachovia
Industry Financial Services
Experience
Wachovia October 1999 - Present
Wachovia 1993 - Present
Wachovia, A Wells Fargo Company 1993 - Present
Education
Radford University 1986 — 1990
Bachelor of Arts, Political Science
Bridgewater College 1986 — 1988
N/A, General
Wachovia October 1999 - Present
Wachovia 1993 - Present
Wachovia, A Wells Fargo Company 1993 - Present
Education
Radford University 1986 — 1990
Bachelor of Arts, Political Science
Bridgewater College 1986 — 1988
N/A, General
Andy Guiliano's Wachovia Experience 1987 - Present
Job Real Estate and Mortgage Professional
Industry Real Estate
Experience
wachovia 1987 - Present
wachovia 1987 - 2008
World Savings March 1987 - October 2006
Education
California State University-East Bay 1980 — 1985
bs, business
wachovia 1987 - Present
wachovia 1987 - 2008
World Savings March 1987 - October 2006
Education
California State University-East Bay 1980 — 1985
bs, business
Robin Spitzer's Wachovia Experience January 2007 - June 2008
Job Tasting Room Associate at Skinner Vineyards
Industry Banking
Experience
Skinner Vineyards April 2011 - Present
Schools Financial Credit Union June 2008 - Present
Wachovia January 2007 - June 2008
Sacramento Credit Union January 2000 - June 2005
Skills
Credit Unions, Loans, Credit, Consumer Lending, Banking, Credit Analysis, Cross Selling, Mortgage Lending, Risk Management, Call Centers
Education
California State University-Chico 1986 — 1988
Bachelor of Arts (B.A.), Parks, Recreation, Leisure, and Fitness Studies
Sierra College 1983 — 1985
General Studies
Skinner Vineyards April 2011 - Present
Schools Financial Credit Union June 2008 - Present
Wachovia January 2007 - June 2008
Sacramento Credit Union January 2000 - June 2005
Skills
Credit Unions, Loans, Credit, Consumer Lending, Banking, Credit Analysis, Cross Selling, Mortgage Lending, Risk Management, Call Centers
Education
California State University-Chico 1986 — 1988
Bachelor of Arts (B.A.), Parks, Recreation, Leisure, and Fitness Studies
Sierra College 1983 — 1985
General Studies
Micah Roy's Wachovia Experience July 2006 - November 2008
Job Appraiser at Pierce County Assessor Treasurer
Industry Real Estate
Experience
Pierce County Assessor - Treasurer March 2015 - Present
Roy Appraisals February 2010 - Present
Washington State Department of Revenue April 2013 - March 2015
High Quality Appraisals December 2009 - April 2013
John L Scott Real Estate May 2009 - September 2011
Wachovia July 2006 - November 2008
Wachovia / World Savings 2003 - 2008
World Savings January 2003 - July 2006
Skills
Appraising, Appraisal, Real Estate, Appraisals, REO, Foreclosures
Education
California State University Stanislaus 2000 — 2003
Business Administration, Business
Pierce County Assessor - Treasurer March 2015 - Present
Roy Appraisals February 2010 - Present
Washington State Department of Revenue April 2013 - March 2015
High Quality Appraisals December 2009 - April 2013
John L Scott Real Estate May 2009 - September 2011
Wachovia July 2006 - November 2008
Wachovia / World Savings 2003 - 2008
World Savings January 2003 - July 2006
Skills
Appraising, Appraisal, Real Estate, Appraisals, REO, Foreclosures
Education
California State University Stanislaus 2000 — 2003
Business Administration, Business
Douglas R. Steele's Wachovia Experience February 2001 - May 2007
Job Executive Vice President, Director of Implementation and Program Management for WBR at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2012 - Present
Wachovia Bank 2007 - February 2012
Wachovia February 2001 - May 2007
Wachovia January 1995 - February 2001
First Union National Bank 1980 - 2001
First Union National Bank 1980 - 2001
Wachovia March 1991 - December 1995
Skills
Banking, Budgets, Business Analysis, Business Process..., Change Management, Commercial Banking, Credit, Cross-functional Team..., Program Management, Strategy
Education
Boise State University 1997 — 2001
MS in Instructional and Performance Technology, HR and Training
Grove City College 1973 — 1977
BA-Economics, Economics and Accounting
Wells Fargo February 2012 - Present
Wachovia Bank 2007 - February 2012
Wachovia February 2001 - May 2007
Wachovia January 1995 - February 2001
First Union National Bank 1980 - 2001
First Union National Bank 1980 - 2001
Wachovia March 1991 - December 1995
Skills
Banking, Budgets, Business Analysis, Business Process..., Change Management, Commercial Banking, Credit, Cross-functional Team..., Program Management, Strategy
Education
Boise State University 1997 — 2001
MS in Instructional and Performance Technology, HR and Training
Grove City College 1973 — 1977
BA-Economics, Economics and Accounting
Allen Hardy's Wachovia Experience November 2004 - August 2007
Job Financial Analyst at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo November 2010 - Present
Wells Fargo Bank August 2007 - November 2010
Wachovia November 2004 - August 2007
Bank of America November 2003 - November 2004
State Street July 1996 - July 2003
Education
Bryant University 1992 — 1996
BS, Financial Accounting
Wells Fargo November 2010 - Present
Wells Fargo Bank August 2007 - November 2010
Wachovia November 2004 - August 2007
Bank of America November 2003 - November 2004
State Street July 1996 - July 2003
Education
Bryant University 1992 — 1996
BS, Financial Accounting
Maria Torchio Gauthier's Wachovia Experience July 2007 - October 2008
Job Experienced in areas of Leadership, Training, Management and HR
Industry Human Resources
Experience
Scotts Valley Unified School District June 2013 - Present
Scotts Valley Unified School District August 2010 - Present
Wachovia July 2007 - October 2008
World Savings January 1999 - July 2007
World Savings January 1999 - July 2007
World Savings January 1999 - July 2007
Express October 1998 - January 1999
Gymboree February 1998 - October 1998
JCPenney May 1992 - February 1998
Skills
Leadership, Training, Management, Team Building, Process Improvement, Human Resources, Coaching, Sales, Sales Management, Budgets, Banking, Customer Service, Project Planning, Sales Operations, Program Management, Mergers & Acquisitions, Time Management, Loans, New Business Development, Mortgage Lending, Team Leadership, Risk Management, Analysis, Executive Management, Leadership Development, Recruiting, Performance Management, Employee Training, Strategic Planning, Operations Management, Customer Retention, Employee Relations, Customer Satisfaction, Retail, Talent Management, Sourcing, Retail Banking, Financial Services, Onboarding, Talent Acquisition, Cold Calling, Change Management, Call Centers, Organizational..., Vendor Management
Education
Fort Hays State University 2006 — 2008
Bachelor of Applied Science (BASc), Organizational Leadership
Cabrillo College 1991 — 1996
General Studies
Scotts Valley Unified School District June 2013 - Present
Scotts Valley Unified School District August 2010 - Present
Wachovia July 2007 - October 2008
World Savings January 1999 - July 2007
World Savings January 1999 - July 2007
World Savings January 1999 - July 2007
Express October 1998 - January 1999
Gymboree February 1998 - October 1998
JCPenney May 1992 - February 1998
Skills
Leadership, Training, Management, Team Building, Process Improvement, Human Resources, Coaching, Sales, Sales Management, Budgets, Banking, Customer Service, Project Planning, Sales Operations, Program Management, Mergers & Acquisitions, Time Management, Loans, New Business Development, Mortgage Lending, Team Leadership, Risk Management, Analysis, Executive Management, Leadership Development, Recruiting, Performance Management, Employee Training, Strategic Planning, Operations Management, Customer Retention, Employee Relations, Customer Satisfaction, Retail, Talent Management, Sourcing, Retail Banking, Financial Services, Onboarding, Talent Acquisition, Cold Calling, Change Management, Call Centers, Organizational..., Vendor Management
Education
Fort Hays State University 2006 — 2008
Bachelor of Applied Science (BASc), Organizational Leadership
Cabrillo College 1991 — 1996
General Studies
Nejla Ansari's Wachovia Experience December 2006 - October 2008
Job Banking
Industry Banking
Experience
Wachovia December 2006 - October 2008
IronStone Bank June 2004 - November 2006
Manufacturers Bank June 2003 - June 2004
Citizens Bank of Massachusetts 2001 - 2003
Citibank February 1992 - November 2000
Skills
Loans, Credit, Budgets, Sales, Leadership, Management, Marketing, Investments, Financial Services, Banking, Consumer Lending, Commercial Banking, Commercial Lending, Finance, Small Business Lending
Education
California State University, Fresno 1980 — 1984
BS, BUSINESS MANAGEMENT
Ancaster House School
Wachovia December 2006 - October 2008
IronStone Bank June 2004 - November 2006
Manufacturers Bank June 2003 - June 2004
Citizens Bank of Massachusetts 2001 - 2003
Citibank February 1992 - November 2000
Skills
Loans, Credit, Budgets, Sales, Leadership, Management, Marketing, Investments, Financial Services, Banking, Consumer Lending, Commercial Banking, Commercial Lending, Finance, Small Business Lending
Education
California State University, Fresno 1980 — 1984
BS, BUSINESS MANAGEMENT
Ancaster House School
Lawson Kirkland's Wachovia Experience 2002 - 2004
Job SVP Commercial Banking at ServisFirst Bank
Industry Banking
Experience
ServisFirst Bank June 2015 - Present
SunTrust Bank January 2013 - June 2015
Fifth Third Bank October 2009 - December 2012
Devcon Holdings, LLC August 2004 - September 2009
Wachovia 2002 - 2004
Wachovia 1999 - 2002
SunTrust Bank 1994 - 1998
Skills
Small Business Lending, Banking, Commercial Lending, Credit, Commercial Banking, Loans, Mortgage Lending, Financial Analysis, Portfolio Management, Credit Analysis, Treasury Management, Underwriting
Education
Oglethorpe University 1999 — 2001
MBA
Birmingham-Southern College 1990 — 1994
B.S., Finance, Management, Economics
Eufaula High
ServisFirst Bank June 2015 - Present
SunTrust Bank January 2013 - June 2015
Fifth Third Bank October 2009 - December 2012
Devcon Holdings, LLC August 2004 - September 2009
Wachovia 2002 - 2004
Wachovia 1999 - 2002
SunTrust Bank 1994 - 1998
Skills
Small Business Lending, Banking, Commercial Lending, Credit, Commercial Banking, Loans, Mortgage Lending, Financial Analysis, Portfolio Management, Credit Analysis, Treasury Management, Underwriting
Education
Oglethorpe University 1999 — 2001
MBA
Birmingham-Southern College 1990 — 1994
B.S., Finance, Management, Economics
Eufaula High
Michael Baittinger, CFP(R), ChFC's Wachovia Experience February 2000 - November 2006
Job Principal at Andesa Financial Management, Inc.
Industry Financial Services
Experience
Andesa Financial Management, Inc. November 2006 - Present
Wachovia February 2000 - November 2006
First Union February 1999 - February 2000
Skills
Wealth Management, Investments, Financial Planning, Estate Planning, Portfolio Management, Asset Allocation, Retirement Planning, Mutual Funds
Education
Bucknell University 1989 — 1993
BA
Emmaus High School 1985 — 1989
Andesa Financial Management, Inc. November 2006 - Present
Wachovia February 2000 - November 2006
First Union February 1999 - February 2000
Skills
Wealth Management, Investments, Financial Planning, Estate Planning, Portfolio Management, Asset Allocation, Retirement Planning, Mutual Funds
Education
Bucknell University 1989 — 1993
BA
Emmaus High School 1985 — 1989
Aaron Scarpelli's Wachovia Experience August 2001 - December 2006
Job Loan Operations Spec lll Investor Reporting at Fannie Mae
Industry Financial Services
Experience
Fannie Mae May 2010 - Present
PNC Bank November 2008 - May 2010
Bank Of America December 2006 - November 2008
Wachovia August 2001 - December 2006
Skills
Loans, Commercial Lending, Mortgage Lending, Credit
Education
Bowling Green State University 1997 — 2001
Bachelor of Science in Business Administration
Bay Village 1994 — 1998
Fannie Mae May 2010 - Present
PNC Bank November 2008 - May 2010
Bank Of America December 2006 - November 2008
Wachovia August 2001 - December 2006
Skills
Loans, Commercial Lending, Mortgage Lending, Credit
Education
Bowling Green State University 1997 — 2001
Bachelor of Science in Business Administration
Bay Village 1994 — 1998
Jarred Smith's Wachovia Experience Teachers AideBuffalo Public SchoolsDecember 1999 - June 2001
Job Operation Specialist at Wachovia
Industry Banking
Experience
Wachovia Teachers AideBuffalo Public SchoolsDecember 1999 - June 2001
Education
Bryant & Stratton College 1996 — 1998
Associates, Computer Information Systems
Bennett High School 1992 — 1996
Diploma, General
Campus East
Wachovia Teachers AideBuffalo Public SchoolsDecember 1999 - June 2001
Education
Bryant & Stratton College 1996 — 1998
Associates, Computer Information Systems
Bennett High School 1992 — 1996
Diploma, General
Campus East
Jon Papageorgiou's Wachovia Experience 2002 - Present
Job Systems Support Analyst 4 at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank October 2009 - Present
Wachovia 2002 - Present
Wachovia Bank April 2002 - October 2009
Skills
AutoIt, DOS Batch, Powershell, Python, Visual Basic Script, Wise Package Studio, VMware ESX, VMware Workstation, VMware ThinApp, WinPE, Software Packages
Education
Bob Jones University 1995 — 1998
BS, Mathematics, Business
Wells Fargo Bank October 2009 - Present
Wachovia 2002 - Present
Wachovia Bank April 2002 - October 2009
Skills
AutoIt, DOS Batch, Powershell, Python, Visual Basic Script, Wise Package Studio, VMware ESX, VMware Workstation, VMware ThinApp, WinPE, Software Packages
Education
Bob Jones University 1995 — 1998
BS, Mathematics, Business
Jennifer Holcombe's Wachovia Experience May 2008 - October 2009
Job VP, Business Initiatives Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2014 - Present
Wells Fargo October 2009 - July 2014
Wachovia May 2008 - October 2009
Wachovia February 2006 - May 2008
Wachovia June 2004 - February 2006
Wachovia February 2002 - June 2004
Skills
Financial Analysis, Accounting, Budgets, Finance, Analysis, Financial Modeling, Banking, Financial Reporting, Management, Strategic Financial..., Leadership, Variance Analysis, Hyperion Enterprise, Essbase, Corporate Finance
Education
Boston University 1995 — 1999
BA, cum laude, Dual Concentrations:Philosophy, Religion
Wells Fargo August 2014 - Present
Wells Fargo October 2009 - July 2014
Wachovia May 2008 - October 2009
Wachovia February 2006 - May 2008
Wachovia June 2004 - February 2006
Wachovia February 2002 - June 2004
Skills
Financial Analysis, Accounting, Budgets, Finance, Analysis, Financial Modeling, Banking, Financial Reporting, Management, Strategic Financial..., Leadership, Variance Analysis, Hyperion Enterprise, Essbase, Corporate Finance
Education
Boston University 1995 — 1999
BA, cum laude, Dual Concentrations:Philosophy, Religion
Annette Treutlein's Wachovia Experience July 1994 - February 2013
Job Technology Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2013 - Present
Wells Fargo August 2010 - March 2013
Wells Fargo Bank August 2010 - March 2013
Wachovia Bank June 2006 - March 2013
Wachovia July 1994 - February 2013
Wachovia Bank 1993 - 1999
Chemical Bank January 1987 - October 1996
Chemical Bank June 1987 - October 1994
Skills
Business Analysis, Credit Cards, Teradata, Analysis, Banking, Data Warehousing, Databases, Credit, Loans, SDLC, Leadership, IT Management, Business Requirements, Management, Vendor Management
Education
New York Institute of Technology 1987 — 1989
BA, Business/Accounting
Briarcliffe College 1984 — 1986
AS, Business
Gaston Community College
Wells Fargo March 2013 - Present
Wells Fargo August 2010 - March 2013
Wells Fargo Bank August 2010 - March 2013
Wachovia Bank June 2006 - March 2013
Wachovia July 1994 - February 2013
Wachovia Bank 1993 - 1999
Chemical Bank January 1987 - October 1996
Chemical Bank June 1987 - October 1994
Skills
Business Analysis, Credit Cards, Teradata, Analysis, Banking, Data Warehousing, Databases, Credit, Loans, SDLC, Leadership, IT Management, Business Requirements, Management, Vendor Management
Education
New York Institute of Technology 1987 — 1989
BA, Business/Accounting
Briarcliffe College 1984 — 1986
AS, Business
Gaston Community College
Melissa Hamalian's Wachovia Experience August 1992 - December 2008
Job Residential Appraisal Specialist at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2012 - Present
Wells Fargo December 2010 - March 2012
The PMI Group, Inc. January 2010 - December 2010
Hamalian Appraisal January 2009 - February 2010
Wachovia August 1992 - December 2008
wachovia 2003 - 2008
Wachovia previously World Savings 1992 - 2008
Skills
Mortgage Lending, Loans, Mortgage Banking, Underwriting, Valuation
Education
California Polytechnic State University-San Luis Obispo
Wells Fargo April 2012 - Present
Wells Fargo December 2010 - March 2012
The PMI Group, Inc. January 2010 - December 2010
Hamalian Appraisal January 2009 - February 2010
Wachovia August 1992 - December 2008
wachovia 2003 - 2008
Wachovia previously World Savings 1992 - 2008
Skills
Mortgage Lending, Loans, Mortgage Banking, Underwriting, Valuation
Education
California Polytechnic State University-San Luis Obispo
Craig Diekman's Wachovia Experience November 1997 - November 2007
Job VP Product Manager Unified Communications at Bank of America
Industry Financial Services
Experience
Bank of America November 2014 - Present
Bank of America January 2012 - October 2014
Bank of America January 2010 - January 2012
Bank of America 2007 - 2009
Wachovia November 1997 - November 2007
Crescent Resources February 1994 - November 1997
Microsoft February 1992 - February 1994
Skills
Change Management, Program Management, Compliance, Risk, Disaster Recovery, Problem Solving, Documentation, Integration, Requirements Analysis, Business Process..., Process Improvement, Product Management, Financial Risk, Software Documentation, Banking, Business Analysis, ITIL, Project Portfolio..., SDLC, PMP, PMO, IT Strategy, Visio, Enterprise Architecture, Financial Services, SharePoint, Requirements Gathering, Project Management, IT Operations, Information Technology, MS Project, Analysis, Cloud Computing, Business Continuity, Business Requirements
Education
Bowling Green State University 1985 — 1989
Bachelor of Science (B.S.), Business Administration
Bank of America November 2014 - Present
Bank of America January 2012 - October 2014
Bank of America January 2010 - January 2012
Bank of America 2007 - 2009
Wachovia November 1997 - November 2007
Crescent Resources February 1994 - November 1997
Microsoft February 1992 - February 1994
Skills
Change Management, Program Management, Compliance, Risk, Disaster Recovery, Problem Solving, Documentation, Integration, Requirements Analysis, Business Process..., Process Improvement, Product Management, Financial Risk, Software Documentation, Banking, Business Analysis, ITIL, Project Portfolio..., SDLC, PMP, PMO, IT Strategy, Visio, Enterprise Architecture, Financial Services, SharePoint, Requirements Gathering, Project Management, IT Operations, Information Technology, MS Project, Analysis, Cloud Computing, Business Continuity, Business Requirements
Education
Bowling Green State University 1985 — 1989
Bachelor of Science (B.S.), Business Administration
Renee Courey's Wachovia Experience February 2008 - April 2010
Job VP, Product Manager
Industry Financial Services
Experience
Wells Fargo February 2008 - Present
Wachovia February 2008 - April 2010
Invesmart 2000 - 2007
Great West Life 1986 - 2000
Education
Bowling Green State University 1981 — 1985
BSBA, Marketing
Wells Fargo February 2008 - Present
Wachovia February 2008 - April 2010
Invesmart 2000 - 2007
Great West Life 1986 - 2000
Education
Bowling Green State University 1981 — 1985
BSBA, Marketing
Anne Hermann's Wachovia Experience May 2000 - December 2001
Job Implementation Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2009 - Present
Wachovia/Wells Fargo December 2001 - July 2009
Wachovia May 2000 - December 2001
First Union April 1998 - May 2000
Skills
Training & Development, Internal Communications, Change Management
Education
Briarcliffe College 1979 — 1980
Business
Wells Fargo July 2009 - Present
Wachovia/Wells Fargo December 2001 - July 2009
Wachovia May 2000 - December 2001
First Union April 1998 - May 2000
Skills
Training & Development, Internal Communications, Change Management
Education
Briarcliffe College 1979 — 1980
Business
Jason Foy's Wachovia Experience May 2007 - Present
Job Branch Manager at Wachovia
Industry Banking
Experience
Wachovia May 2007 - Present
Circuit City June 1998 - April 2007
Skills
Team Building, Credit, P&L, Mortgage Lending, Banking, Inventory Management, Retail Banking, Customer Satisfaction, Loans, Consumer Lending, Mortgage Banking
Education
Broward College 2011 — 2015
Associate of Science (A.S.), Business Administration and Management, General
Broward College 2011 — 2015
Associate of Arts (A.A.), Business Administration and Management, General
Wachovia May 2007 - Present
Circuit City June 1998 - April 2007
Skills
Team Building, Credit, P&L, Mortgage Lending, Banking, Inventory Management, Retail Banking, Customer Satisfaction, Loans, Consumer Lending, Mortgage Banking
Education
Broward College 2011 — 2015
Associate of Science (A.S.), Business Administration and Management, General
Broward College 2011 — 2015
Associate of Arts (A.A.), Business Administration and Management, General
Betty Whittaker's Wachovia Experience 2001 - 2002
Job VP Branch Manager at United Southern Bank
Industry Banking
Experience
United Southern Bank VPClermont Downtown Partnership2009 - 2010
Federal Trust Bank December 2005 - July 2008
Wachovia 2001 - 2002
Barnett Bank 1986 - 1996
Education
FL School of Banking 2006 — 2008
Banking
Broward College
Business
United Southern Bank VPClermont Downtown Partnership2009 - 2010
Federal Trust Bank December 2005 - July 2008
Wachovia 2001 - 2002
Barnett Bank 1986 - 1996
Education
FL School of Banking 2006 — 2008
Banking
Broward College
Business
Sharon Cerenzie-Alva's Wachovia Experience Credit Risk AnalystAmerican ExpressJanuary 2004 - December 2006
Job Credit Analyst at Wachovia
Industry Financial Services
Experience
Wachovia Credit Risk AnalystAmerican ExpressJanuary 2004 - December 2006
Skills
Banking, Financial Analysis, Risk Management, Portfolio Management, Loans, Finance, Credit Analysis, Microsoft Excel, Financial Modeling, Credit Risk, Microsoft Office, Financial Risk, R Programming, Data Science
Education
Fort Hays State University
Bachelor of Business Administration (BBA), International Business and Economics
Broward Community College
Associate of Science (A.S.), Accounting
New York Institute of Finance
Commercial Credit Analysis, Credit Analysis
The Johns Hopkins University
Data Science, Data Science
Wachovia Credit Risk AnalystAmerican ExpressJanuary 2004 - December 2006
Skills
Banking, Financial Analysis, Risk Management, Portfolio Management, Loans, Finance, Credit Analysis, Microsoft Excel, Financial Modeling, Credit Risk, Microsoft Office, Financial Risk, R Programming, Data Science
Education
Fort Hays State University
Bachelor of Business Administration (BBA), International Business and Economics
Broward Community College
Associate of Science (A.S.), Accounting
New York Institute of Finance
Commercial Credit Analysis, Credit Analysis
The Johns Hopkins University
Data Science, Data Science
Heather Gayle's Wachovia Experience October 2000 - June 2004
Job SAIPBSO
Industry Financial Services
Experience
Bank of Labor January 2012 - Present
International Brotherhood of Boilermakers April 2011 - Present
Union Insurance Group November 2008 - April 2011
VPX May 2007 - April 2010
BB&T June 2007 - August 2008
SunTrust Bank June 2004 - June 2007
Wachovia October 2000 - June 2004
Skills
Marketing, PowerPoint, Public Speaking, Microsoft Office, Microsoft Excel, Event Planning, Strategic Planning, Management, Customer Service, Sales, Budgets, Outlook
Education
Broward College 1999 — 2002
AS, Pre Pharmacy
Cypress lake high
Bank of Labor January 2012 - Present
International Brotherhood of Boilermakers April 2011 - Present
Union Insurance Group November 2008 - April 2011
VPX May 2007 - April 2010
BB&T June 2007 - August 2008
SunTrust Bank June 2004 - June 2007
Wachovia October 2000 - June 2004
Skills
Marketing, PowerPoint, Public Speaking, Microsoft Office, Microsoft Excel, Event Planning, Strategic Planning, Management, Customer Service, Sales, Budgets, Outlook
Education
Broward College 1999 — 2002
AS, Pre Pharmacy
Cypress lake high
David M. George's Wachovia Experience October 2006 - November 2007
Job Director DCIO at PNC Asset Management
Industry Financial Services
Experience
PNC Asset Management October 2014 - Present
Eagle Asset Management December 2007 - December 2013
Wachovia October 2006 - November 2007
Invesco January 2002 - September 2006
Deloitte & Touche LLP June 1999 - January 2002
Price Waterhouse LLP February 1993 - June 1999
Skills
Series 7, Series 63, Investment Management, Mutual Funds, Asset Allocation, Asset Management, Alternative Investments, Investments, Investment Advisory, 401k, Wealth Management, Securities, Investment Strategies, Portfolio Management, Equities, Fixed Income
Education
Indiana University 1987 — 1991
B.S. Finance / Public Policy
Bradley University: Foster College of Business
Finance / Marketing
PNC Asset Management October 2014 - Present
Eagle Asset Management December 2007 - December 2013
Wachovia October 2006 - November 2007
Invesco January 2002 - September 2006
Deloitte & Touche LLP June 1999 - January 2002
Price Waterhouse LLP February 1993 - June 1999
Skills
Series 7, Series 63, Investment Management, Mutual Funds, Asset Allocation, Asset Management, Alternative Investments, Investments, Investment Advisory, 401k, Wealth Management, Securities, Investment Strategies, Portfolio Management, Equities, Fixed Income
Education
Indiana University 1987 — 1991
B.S. Finance / Public Policy
Bradley University: Foster College of Business
Finance / Marketing
Barbara Eichlin's Wachovia Experience January 2001 - June 2003
Job Solutions Specialist at Creative Payment Relief, LLC
Industry Real Estate
Experience
Creative Payment Relief, LLC November 2012 - Present
National Payment Relief, LLC August 2012 - Present
Datico Properties, LLC June 2009 - Present
Bucks Mont Eye Associates May 2011 - June 2012
Clestra Hauserman, Inc. March 2004 - February 2011
Wachovia January 2001 - June 2003
Skills
Real Estate, Investment Properties, Mortgage Lending, REO, Investors, Real Estate Economics, Real Estate Transactions, Loans, Foreclosures, Investments, Residential Homes, Property Management, First Time Home Buyers, Credit, Single Family Homes, Loan Origination, Commercial Real Estate, Property, Sales, Asset Management, Mortgage Banking, Rentals, Sellers, Finance, Funding, Real Estate Financing, FHA, Selling, Loss Mitigation
Education
Bucks County Community College
Associates Degree, Banking
Delaware Valley College
Associates Degree, Banking
Creative Payment Relief, LLC November 2012 - Present
National Payment Relief, LLC August 2012 - Present
Datico Properties, LLC June 2009 - Present
Bucks Mont Eye Associates May 2011 - June 2012
Clestra Hauserman, Inc. March 2004 - February 2011
Wachovia January 2001 - June 2003
Skills
Real Estate, Investment Properties, Mortgage Lending, REO, Investors, Real Estate Economics, Real Estate Transactions, Loans, Foreclosures, Investments, Residential Homes, Property Management, First Time Home Buyers, Credit, Single Family Homes, Loan Origination, Commercial Real Estate, Property, Sales, Asset Management, Mortgage Banking, Rentals, Sellers, Finance, Funding, Real Estate Financing, FHA, Selling, Loss Mitigation
Education
Bucks County Community College
Associates Degree, Banking
Delaware Valley College
Associates Degree, Banking
Cathy McKean's Wachovia Experience 2006 - 2008
Job Major LoanOfficer
Industry Banking
Experience
Luther Burbank Savings November 2008 - July 2012
Wachovia 2006 - 2008
World Savings 2002 - 2006
Mt. Diablo Unified School District 1999 - 2002
Concord Mortgage, Seattle, WA 1992 - 1998
Skills
Mortgage Lending, Loan Origination, Real Estate Financing
Education
California State University-Chico
BA, Social Sciences
Luther Burbank Savings November 2008 - July 2012
Wachovia 2006 - 2008
World Savings 2002 - 2006
Mt. Diablo Unified School District 1999 - 2002
Concord Mortgage, Seattle, WA 1992 - 1998
Skills
Mortgage Lending, Loan Origination, Real Estate Financing
Education
California State University-Chico
BA, Social Sciences
Waldo Keys's Wachovia Experience 2002 - 2007
Job Correspondent Underwriting at Chase
Industry Banking
Experience
Chase June 2012 - Present
Wells Fargo Home Mortgage May 2008 - June 2012
Countrywide 2007 - 2008
Wachovia 2002 - 2007
Merrill Lynch January 2000 - June 2001
Skills
Loans, Mortgage Lending, Mortgage Banking, Credit, Credit Analysis, FHA, Banking, Refinance, VA loans, Consumer Lending, USDA, Team Building, Credit Risk, Mortgage Underwriting, Residential Mortgages, Loss Mitigation, Underwriting
Education
Columbia College 1994 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Boise State University
Chase June 2012 - Present
Wells Fargo Home Mortgage May 2008 - June 2012
Countrywide 2007 - 2008
Wachovia 2002 - 2007
Merrill Lynch January 2000 - June 2001
Skills
Loans, Mortgage Lending, Mortgage Banking, Credit, Credit Analysis, FHA, Banking, Refinance, VA loans, Consumer Lending, USDA, Team Building, Credit Risk, Mortgage Underwriting, Residential Mortgages, Loss Mitigation, Underwriting
Education
Columbia College 1994 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Boise State University
Henry Katz's Wachovia Experience March 2006 - December 2006
Job Senior Software Engineer, Collateral Technology at Bank of America
Industry Financial Services
Experience
Bank of America October 2014 - Present
Société Générale September 2012 - October 2014
Citi December 2006 - June 2012
Wachovia March 2006 - December 2006
Askari Risk Management November 2004 - March 2006
Credit Suisse November 2000 - October 2004
DONALDSON, LUFKIN & JENRETTE March 2000 - October 2000
Skills
C#, VBA, WPF, WCF, SQL, Win32 API, Unix, MFC, .NET CLR, WinForms, Microsoft Excel, C/C++ STL, Managed C++ extensions, windows, VB, Boost, Front Office Trading..., Risk Management Systems, ATL COM, Python, Distributed Systems, multi-threading
Education
Boston University 1981 — 1984
Master's degree, Computer Science
University of Connecticut 1973 — 1977
Bachelor of Arts, Mathematics
Bank of America October 2014 - Present
Société Générale September 2012 - October 2014
Citi December 2006 - June 2012
Wachovia March 2006 - December 2006
Askari Risk Management November 2004 - March 2006
Credit Suisse November 2000 - October 2004
DONALDSON, LUFKIN & JENRETTE March 2000 - October 2000
Skills
C#, VBA, WPF, WCF, SQL, Win32 API, Unix, MFC, .NET CLR, WinForms, Microsoft Excel, C/C++ STL, Managed C++ extensions, windows, VB, Boost, Front Office Trading..., Risk Management Systems, ATL COM, Python, Distributed Systems, multi-threading
Education
Boston University 1981 — 1984
Master's degree, Computer Science
University of Connecticut 1973 — 1977
Bachelor of Arts, Mathematics
Catlin Bishop's Wachovia Experience May 2006 - August 2006
Job Fitting Room Attendant/Operator at Target
Industry Retail
Experience
Target June 2012 - Present
Target November 2010 - June 2012
Carolina Information Technology Resource Corp (CITRC) May 2008 - October 2009
ATS Inc 2008 - 2008
BB&T October 2006 - May 2007
Wachovia May 2006 - August 2006
Lowe's Home Improvement June 2005 - May 2006
Eckerd College August 2005 - November 2005
Eckerd College January 2005 - May 2005
Eckerd College September 2004 - December 2004
Skills
Microsoft Suites, Photoshop, Organization, Time Management, Communication Skills
Education
Brevard College 2007 — 2010
Bachelor of Arts (B.A.), Business and Organizational Leadership, 3.2
Lees-McRae College 2006 — 2007
Business Administration and Management, General
Eckerd College 2004 — 2005
Target June 2012 - Present
Target November 2010 - June 2012
Carolina Information Technology Resource Corp (CITRC) May 2008 - October 2009
ATS Inc 2008 - 2008
BB&T October 2006 - May 2007
Wachovia May 2006 - August 2006
Lowe's Home Improvement June 2005 - May 2006
Eckerd College August 2005 - November 2005
Eckerd College January 2005 - May 2005
Eckerd College September 2004 - December 2004
Skills
Microsoft Suites, Photoshop, Organization, Time Management, Communication Skills
Education
Brevard College 2007 — 2010
Bachelor of Arts (B.A.), Business and Organizational Leadership, 3.2
Lees-McRae College 2006 — 2007
Business Administration and Management, General
Eckerd College 2004 — 2005
Dilek Incoglu's Wachovia Experience October 2002 - July 2004
Job Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2004 - Present
Wachovia October 2002 - July 2004
Arthur Andersen & Co. August 1998 - August 2000
Skills
Risk Management, Fixed Income, Credi Underwriting, Corporate Credit, Structured Products, Financial Audits, Capital Markets, Banking, Portfolio Management, Financial Analysis, Credit Risk, Financial Risk, Derivatives, Investment Banking, Credit, Credit Analysis
Education
University of North Carolina at Charlotte 2000 — 2002
Master's degree, Finance, General
Bogazici University
Wells Fargo Securities July 2004 - Present
Wachovia October 2002 - July 2004
Arthur Andersen & Co. August 1998 - August 2000
Skills
Risk Management, Fixed Income, Credi Underwriting, Corporate Credit, Structured Products, Financial Audits, Capital Markets, Banking, Portfolio Management, Financial Analysis, Credit Risk, Financial Risk, Derivatives, Investment Banking, Credit, Credit Analysis
Education
University of North Carolina at Charlotte 2000 — 2002
Master's degree, Finance, General
Bogazici University
Tristese Finch Wells's Wachovia Experience 2005 - 2007
Job Contract Management Specialist at Navigate Affordable Housing Partners
Industry Nonprofit Organization Management
Experience
Navigate Affordable Housing Partners September 2008 - Present
Sungard 2007 - 2008
Wachovia 2005 - 2007
Wachovia 2002 - 2005
Skills
OMNI PLUS, EXP AG, Microsoft Excel, Microsoft Office, Employee Training, Financial Consulting, Reporting & Analysis, Customer Service, Account Reconciliation, Budget Analyst, • Adaptability, • Self motivated, Performance Development..., Windows 8, Windows 7, Organizational Skills, Office Management, Administration, Cash Management, Software Documentation
Education
Birmingham-Southern College 1998 — 2001
B.S. Business Management, Public and Private Management
Navigate Affordable Housing Partners September 2008 - Present
Sungard 2007 - 2008
Wachovia 2005 - 2007
Wachovia 2002 - 2005
Skills
OMNI PLUS, EXP AG, Microsoft Excel, Microsoft Office, Employee Training, Financial Consulting, Reporting & Analysis, Customer Service, Account Reconciliation, Budget Analyst, • Adaptability, • Self motivated, Performance Development..., Windows 8, Windows 7, Organizational Skills, Office Management, Administration, Cash Management, Software Documentation
Education
Birmingham-Southern College 1998 — 2001
B.S. Business Management, Public and Private Management
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.