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
Brandon Fiedler Brandon Fiedler's Wachovia Experience September 2003 - August 2007
Job SharePoint Business Systems Consultant Team Leader
Industry Information Technology and Services
Experience
Wells Fargo August 2007 - Present
Wachovia September 2003 - August 2007
Wachovia June 2002 - September 2003
ComputerNet Resource Group August 2001 - June 2002
Skills
XP, Desktop Support, Technical Support, SharePoint, Active Directory, Troubleshooting, VPN, Windows, Servers, Access, Integration, Process Improvement, Help Desk Support, Disaster Recovery, Windows 7, Windows Server, Hardware, Virtualization, Project Management, Networking, Visio, Lotus Notes, IIS, Information Technology, Leadership, Windows XP, Consulting, Analysis, Software Documentation, Requirements Analysis, Strategy, Management, Business Analysis
Education
Laurel University 2013 — 2016
DMin-Servant Leadership, Leadership
Colorado Technical University 2009 — 2010
MS, Project Management
Indiana Wesleyan University 2007 — 2009
MS, Management & Leadership
Indiana Wesleyan University 2004 — 2006
BS, Business Information Systems
Sandhills Community College 1999 — 2001
AS, Computer Engineering
Wells Fargo August 2007 - Present
Wachovia September 2003 - August 2007
Wachovia June 2002 - September 2003
ComputerNet Resource Group August 2001 - June 2002
Skills
XP, Desktop Support, Technical Support, SharePoint, Active Directory, Troubleshooting, VPN, Windows, Servers, Access, Integration, Process Improvement, Help Desk Support, Disaster Recovery, Windows 7, Windows Server, Hardware, Virtualization, Project Management, Networking, Visio, Lotus Notes, IIS, Information Technology, Leadership, Windows XP, Consulting, Analysis, Software Documentation, Requirements Analysis, Strategy, Management, Business Analysis
Education
Laurel University 2013 — 2016
DMin-Servant Leadership, Leadership
Colorado Technical University 2009 — 2010
MS, Project Management
Indiana Wesleyan University 2007 — 2009
MS, Management & Leadership
Indiana Wesleyan University 2004 — 2006
BS, Business Information Systems
Sandhills Community College 1999 — 2001
AS, Computer Engineering
James Baumberger's Wachovia Experience January 2008 - January 2009
Job President at Synergy Appraisal Services
Industry Real Estate
Experience
Synergy Appraisal Services March 2011 - Present
Wachovia January 2008 - January 2009
World Savings January 2004 - January 2008
Skills
Team Leadership, Cross-functional Team..., Strategic Leadership, Compliance, Presenter, Development & delivery..., Operations Management, Recruiting, Hiring Employees, Technical Hiring, Appraisal Instruction, Communication, New Business Development, Client Development, Market Research, Marketing Strategy, Risk Management, Appraisals, Business Development, Real Estate, Valuation, Loans, Management, FHA financing, FHA, Loss Mitigation, REO, Leadership, Foreclosures, Investment Properties, Training, Mortgage Lending
Education
ITI 1999 — 2001
Master's Certificate, Applied Information Technology
Concordia University-Portland 1993 — 1995
Bachelor of Science (BS), Business/Corporate Communications
Synergy Appraisal Services March 2011 - Present
Wachovia January 2008 - January 2009
World Savings January 2004 - January 2008
Skills
Team Leadership, Cross-functional Team..., Strategic Leadership, Compliance, Presenter, Development & delivery..., Operations Management, Recruiting, Hiring Employees, Technical Hiring, Appraisal Instruction, Communication, New Business Development, Client Development, Market Research, Marketing Strategy, Risk Management, Appraisals, Business Development, Real Estate, Valuation, Loans, Management, FHA financing, FHA, Loss Mitigation, REO, Leadership, Foreclosures, Investment Properties, Training, Mortgage Lending
Education
ITI 1999 — 2001
Master's Certificate, Applied Information Technology
Concordia University-Portland 1993 — 1995
Bachelor of Science (BS), Business/Corporate Communications
Chennetta Scott Chennetta Scott's Wachovia Experience November 2008 - May 2009
Job Payment Representative at McKesson
Industry Financial Services
Experience
McKesson May 2015 - Present
Convergys January 2015 - March 2015
One Main Financial (Citi) July 2013 - April 2014
Citi November 2009 - July 2013
Wachovia November 2008 - May 2009
Bed Bath & Beyond January 2008 - June 2008
US Army February 1996 - September 1999
Skills
Banking, Risk Management, Credit, Financial Analysis, Loans, Retail Banking, Equities, Business Analysis, Credit Risk, Financial Services, Customer Service, Inventory Control, Team-oriented, Highly Detailed, Detailed Organization, Accounts..., Computer/Technical..., Microsoft Excel, Outlook, PowerPoint, Training, Superior Work Ethic, Handle Multiple..., Grasp New Concepts..., Adapt Quickly to Change, Learn New Software..., Work well without..., Works Well in Groups, Well Mannered, Enjoy New Challenges, Time-efficient, Written & Verbal..., Payments, Military Training, Military Logistics, Military Experience, Military Operations, Weapons, Microsoft Office, Always Willing to Learn, Teamwork
Education
Colorado Technical University-Online 2013 — 2014
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Colorado Technical University-Online 2009 — 2011
Associate of Science (A.S.), General Studies
McKesson May 2015 - Present
Convergys January 2015 - March 2015
One Main Financial (Citi) July 2013 - April 2014
Citi November 2009 - July 2013
Wachovia November 2008 - May 2009
Bed Bath & Beyond January 2008 - June 2008
US Army February 1996 - September 1999
Skills
Banking, Risk Management, Credit, Financial Analysis, Loans, Retail Banking, Equities, Business Analysis, Credit Risk, Financial Services, Customer Service, Inventory Control, Team-oriented, Highly Detailed, Detailed Organization, Accounts..., Computer/Technical..., Microsoft Excel, Outlook, PowerPoint, Training, Superior Work Ethic, Handle Multiple..., Grasp New Concepts..., Adapt Quickly to Change, Learn New Software..., Work well without..., Works Well in Groups, Well Mannered, Enjoy New Challenges, Time-efficient, Written & Verbal..., Payments, Military Training, Military Logistics, Military Experience, Military Operations, Weapons, Microsoft Office, Always Willing to Learn, Teamwork
Education
Colorado Technical University-Online 2013 — 2014
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Colorado Technical University-Online 2009 — 2011
Associate of Science (A.S.), General Studies
Sonya (Hardebeck) Robin Sonya (Hardebeck) Robin's Wachovia Experience July 2008 - June 2009
Job Consulting/Principal Systems Engineer at Elsevier
Industry Information Technology and Services
Experience
Elsevier October 2014 - Present
Preferred Resources, Inc. September 2012 - October 2014
The Applied Group June 2009 - December 2012
Applied Information Systems June 2009 - August 2011
Wachovia July 2008 - June 2009
A.G. Edwards & Sons, Inc. December 2005 - June 2008
A.G. Edwards & Sons, Inc. October 2000 - December 2005
A.G. Edwards & Sons, Inc. April 2000 - October 2000
Energizer Battery December 1998 - April 2000
Enterprise Rent-A-Car May 1998 - December 1998
Skills
Employee Evaluation, Dismissal, Windows, SQL, Windows Server, Disaster Recovery, Networking, Servers, VMware, Cisco Technologies, Data Center, Project Management, Active Directory, Microsoft SQL Server, Virtualization, IIS, DHCP, Microsoft Technologies, DNS, Operating Systems, Team Leadership, IT Management, Hardware, Cloud Computing, VBScript, Software Development, Technical Support, System Deployment, Troubleshooting, Enterprise Architecture, TCP/IP, XP, Information Technology, Infrastructure, Windows 7, Citrix, Visio, Network Engineering, LAN-WAN, Enterprise Software, Testing, Integration, VB.NET, Visual Studio, ASP.NET, SCOM, SCCM, SQL Server Management..., Crystal Reports, Performance Management
Education
Strayer University 2008 — 2009
Graduate Certificate, Information Systems (Emphasis in Software Engineering)
Columbia College 1992 — 1996
B.S., Computer Information Systems
Columbia College 1992 — 1994
A.S., Computer Information Systems
Columbia College 1992 — 1993
A.A, General Studies
Elsevier October 2014 - Present
Preferred Resources, Inc. September 2012 - October 2014
The Applied Group June 2009 - December 2012
Applied Information Systems June 2009 - August 2011
Wachovia July 2008 - June 2009
A.G. Edwards & Sons, Inc. December 2005 - June 2008
A.G. Edwards & Sons, Inc. October 2000 - December 2005
A.G. Edwards & Sons, Inc. April 2000 - October 2000
Energizer Battery December 1998 - April 2000
Enterprise Rent-A-Car May 1998 - December 1998
Skills
Employee Evaluation, Dismissal, Windows, SQL, Windows Server, Disaster Recovery, Networking, Servers, VMware, Cisco Technologies, Data Center, Project Management, Active Directory, Microsoft SQL Server, Virtualization, IIS, DHCP, Microsoft Technologies, DNS, Operating Systems, Team Leadership, IT Management, Hardware, Cloud Computing, VBScript, Software Development, Technical Support, System Deployment, Troubleshooting, Enterprise Architecture, TCP/IP, XP, Information Technology, Infrastructure, Windows 7, Citrix, Visio, Network Engineering, LAN-WAN, Enterprise Software, Testing, Integration, VB.NET, Visual Studio, ASP.NET, SCOM, SCCM, SQL Server Management..., Crystal Reports, Performance Management
Education
Strayer University 2008 — 2009
Graduate Certificate, Information Systems (Emphasis in Software Engineering)
Columbia College 1992 — 1996
B.S., Computer Information Systems
Columbia College 1992 — 1994
A.S., Computer Information Systems
Columbia College 1992 — 1993
A.A, General Studies
Walter Akana Walter Akana's Wachovia Experience 1997 - 2000
Job Personal Branding and Online Identity Strategist
Industry Professional Training & Coaching
Experience
Threshold Consulting 2001 - Present
Right Management 2007 - Present
A Brand You World Global Telesummit 2007 - 2008
IMPACT Group 2006 - 2008
Lee Hecht Harrison 2001 - 2007
Gargiulo + Partners 2000 - 2005
Wachovia 1997 - 2000
Credit Suisse 1991 - 1997
Skills
Career Development, Career Management, Personal Branding, Coaching, Job Search, Social Media, Executive Coaching, Outplacement, Online Identity, Strategic Communications
Education
Columbia University in the City of New York 1974 — 1976
M.S., Social Work
Threshold Consulting 2001 - Present
Right Management 2007 - Present
A Brand You World Global Telesummit 2007 - 2008
IMPACT Group 2006 - 2008
Lee Hecht Harrison 2001 - 2007
Gargiulo + Partners 2000 - 2005
Wachovia 1997 - 2000
Credit Suisse 1991 - 1997
Skills
Career Development, Career Management, Personal Branding, Coaching, Job Search, Social Media, Executive Coaching, Outplacement, Online Identity, Strategic Communications
Education
Columbia University in the City of New York 1974 — 1976
M.S., Social Work
Tom Gwydir's Wachovia Experience August 2003 - May 2005
Job Managing Director, CTO and Head of Corporate Technology at MSCI Inc.
Industry Financial Services
Experience
MSCI Inc. February 2015 - Present
UBS February 2013 - January 2015
Asurion May 2005 - November 2012
Asurion August 2007 - October 2008
Asurion Insurance Services May 2005 - 2007
Wachovia August 2003 - May 2005
Merrill Lynch June 2002 - August 2003
Merrill Lynch June 2000 - June 2002
Merrill Lynch June 1999 - June 2001
Dun & Bradstreet Corp 1997 - 1999
Skills
Enterprise Architecture, Solution Architecture, SDLC, Vendor Management, IT Strategy, Business Analysis, Program Management, Disaster Recovery, Agile Methodologies, Integration, IT Management, SOA, Process Improvement, Software Project..., Data Center, Business Intelligence, Cloud Computing, Requirements Analysis, Software Development, Product Management, Leadership, Project Management, Enterprise Software, Start-ups, Project Portfolio..., Telecommunications, Strategy, ITIL, Business Development, Data Warehousing, Visio, Governance, Thought Leadership, Cross-functional Team..., PMO, PMP, SaaS, Agile Project Management, Management, Information Technology, Business Process, Outsourcing, Business Process...
Education
Columbia University in the City of New York 1982 — 1986
Bachelor of Science, Industrial Engineering
MSCI Inc. February 2015 - Present
UBS February 2013 - January 2015
Asurion May 2005 - November 2012
Asurion August 2007 - October 2008
Asurion Insurance Services May 2005 - 2007
Wachovia August 2003 - May 2005
Merrill Lynch June 2002 - August 2003
Merrill Lynch June 2000 - June 2002
Merrill Lynch June 1999 - June 2001
Dun & Bradstreet Corp 1997 - 1999
Skills
Enterprise Architecture, Solution Architecture, SDLC, Vendor Management, IT Strategy, Business Analysis, Program Management, Disaster Recovery, Agile Methodologies, Integration, IT Management, SOA, Process Improvement, Software Project..., Data Center, Business Intelligence, Cloud Computing, Requirements Analysis, Software Development, Product Management, Leadership, Project Management, Enterprise Software, Start-ups, Project Portfolio..., Telecommunications, Strategy, ITIL, Business Development, Data Warehousing, Visio, Governance, Thought Leadership, Cross-functional Team..., PMO, PMP, SaaS, Agile Project Management, Management, Information Technology, Business Process, Outsourcing, Business Process...
Education
Columbia University in the City of New York 1982 — 1986
Bachelor of Science, Industrial Engineering
Michael Wellman Michael Wellman's Wachovia Experience June 2007 - August 2007
Job Manager, People & Organization at PwC
Industry Management Consulting
Experience
PwC July 2015 - Present
PwC July 2012 - June 2015
PwC February 2011 - July 2012
Corporate Executive Board September 2010 - January 2011
Corporate Executive Board April 2009 - September 2010
Corporate Executive Board June 2008 - April 2009
Wachovia June 2007 - August 2007
Skills
Change Management, Management Consulting, Training, Organizational Design, Strategy, Marketing, Internal Communications, Financial Services, Sales, Leadership, Business Strategy, Microsoft Excel, Visio, Project Management, Financial Modeling, Captivate, Spanish, B2B, PowerPoint, Media Relations, HTML
Education
Davidson College 2004 — 2008
B.A., Economics
PwC July 2015 - Present
PwC July 2012 - June 2015
PwC February 2011 - July 2012
Corporate Executive Board September 2010 - January 2011
Corporate Executive Board April 2009 - September 2010
Corporate Executive Board June 2008 - April 2009
Wachovia June 2007 - August 2007
Skills
Change Management, Management Consulting, Training, Organizational Design, Strategy, Marketing, Internal Communications, Financial Services, Sales, Leadership, Business Strategy, Microsoft Excel, Visio, Project Management, Financial Modeling, Captivate, Spanish, B2B, PowerPoint, Media Relations, HTML
Education
Davidson College 2004 — 2008
B.A., Economics
Kevin Bass Kevin Bass's Wachovia Experience October 2004 - September 2009
Job Jr. Systems Administrator at Lulu.com
Industry Information Technology and Services
Experience
Lulu.com August 2014 - Present
Credit Suisse March 2013 - July 2014
Credit Suisse May 2010 - March 2013
GlaxoSmithKline September 2009 - April 2010
Wachovia October 2004 - September 2009
Skills
VMware, Disaster Recovery, Cisco Technologies, Red Hat Linux, Linux, Linux System..., Unix, vSphere, Virtualization, NetBackup, Servers, Active Directory, Windows System..., Blackberry Enterprise..., Operating Systems, BMC Remedy, Windows XP, Windows 7, Help Desk Support, Desktop Administration, Windows XP Pro, Network Administration, Customer Service, Microsoft Technologies, Avaya, CompTIA A+ Certification, Microsoft Certified..., ITIL v3 Foundations..., XP, Troubleshooting, System Administration, SQL, Outlook, Banking, Training
Education
Columbia Southern University 2014 — 2018
Bachelor of Science (B.S.), Information Technology
Leesville Road High School 2000 — 2004
High School Diploma
Lulu.com August 2014 - Present
Credit Suisse March 2013 - July 2014
Credit Suisse May 2010 - March 2013
GlaxoSmithKline September 2009 - April 2010
Wachovia October 2004 - September 2009
Skills
VMware, Disaster Recovery, Cisco Technologies, Red Hat Linux, Linux, Linux System..., Unix, vSphere, Virtualization, NetBackup, Servers, Active Directory, Windows System..., Blackberry Enterprise..., Operating Systems, BMC Remedy, Windows XP, Windows 7, Help Desk Support, Desktop Administration, Windows XP Pro, Network Administration, Customer Service, Microsoft Technologies, Avaya, CompTIA A+ Certification, Microsoft Certified..., ITIL v3 Foundations..., XP, Troubleshooting, System Administration, SQL, Outlook, Banking, Training
Education
Columbia Southern University 2014 — 2018
Bachelor of Science (B.S.), Information Technology
Leesville Road High School 2000 — 2004
High School Diploma
Joe Whitlock Joe Whitlock's Wachovia Experience May 2003 - December 2006
Job Senior Mortgage Originator at 8z MortgageDivision of Cherry Creek Mortgage
Industry Financial Services
Experience
8z Mortgage-Division of Cherry Creek Mortgage May 2013 - Present
BBVA Compass Bank November 2011 - April 2013
Harrahs Casino/ World Series of Poker January 2007 - November 2011
Wachovia May 2003 - December 2006
Skills
8 years of Sales..., 6 years of Management..., Strong Customer Service..., Quick Learner, Great Listener, Can adapt to all..., Prompt and Honest, Hardworker, Very Motivated, •Software Proficiency:..., •Familiarity with..., •Chamber of Commerce,..., Can work in high pace...
Education
Colorado State University 1999 — 2003
BS, Business Management and Operations
8z Mortgage-Division of Cherry Creek Mortgage May 2013 - Present
BBVA Compass Bank November 2011 - April 2013
Harrahs Casino/ World Series of Poker January 2007 - November 2011
Wachovia May 2003 - December 2006
Skills
8 years of Sales..., 6 years of Management..., Strong Customer Service..., Quick Learner, Great Listener, Can adapt to all..., Prompt and Honest, Hardworker, Very Motivated, •Software Proficiency:..., •Familiarity with..., •Chamber of Commerce,..., Can work in high pace...
Education
Colorado State University 1999 — 2003
BS, Business Management and Operations
Nicholas Santomauro Nicholas Santomauro's Wachovia Experience May 2008 - September 2008
Job Account Manager, Sales @ Twitter
Industry Sports
Experience
Twitter November 2014 - Present
Twitter May 2014 - November 2014
Chicago Cubs November 2012 - December 2013
NY Mets June 2009 - April 2011
Wachovia May 2008 - September 2008
Skills
Sports Marketing, Microsoft Excel, Social Media Marketing, Statistics
Education
Dartmouth College 2007 — 2010
Bachelor of Arts (B.A.), Government
Twitter November 2014 - Present
Twitter May 2014 - November 2014
Chicago Cubs November 2012 - December 2013
NY Mets June 2009 - April 2011
Wachovia May 2008 - September 2008
Skills
Sports Marketing, Microsoft Excel, Social Media Marketing, Statistics
Education
Dartmouth College 2007 — 2010
Bachelor of Arts (B.A.), Government
Tom Scripter Tom Scripter's Wachovia Experience 2003 - 2003
Job BIG things from DATA
Industry Information Technology and Services
Experience
IBM November 2009 - June 2013
Lowe's September 2006 - November 2009
Lowe's August 2004 - September 2006
Bridgetree 2004 - 2004
Wachovia 2003 - 2003
Lowe's 1994 - 2002
USAF 1986 - 1994
Skills
Data Mining, Data Integration, Analytics, Data Analysis, Business Intelligence, Segmentation, Database Marketing, Business Analysis, SAS, Master Data Management, CRM, Customer Analysis, Market Analysis, Competitive Intelligence, Market Research, Analysis, SaaS, Predictive Analytics, Database Design, Data Quality, Strategy, Data Governance, Databases, Marketing Research, Governance, Vendor Management, Data Modeling, Business Analytics, IT Strategy, Teradata, Data Warehousing, ETL, Enterprise Architecture, SDLC, Big Data, Data Management, Predictive Modeling, Enterprise Software, Dashboard, Marketing Automation
Education
Wake Forest University 1997 — 1999
Master of Business Administration (MBA)
Excelsior College
Bachelor of Science (B.S.), Business
Community College of the Air Force
Associate's degree, Financial Management
IBM November 2009 - June 2013
Lowe's September 2006 - November 2009
Lowe's August 2004 - September 2006
Bridgetree 2004 - 2004
Wachovia 2003 - 2003
Lowe's 1994 - 2002
USAF 1986 - 1994
Skills
Data Mining, Data Integration, Analytics, Data Analysis, Business Intelligence, Segmentation, Database Marketing, Business Analysis, SAS, Master Data Management, CRM, Customer Analysis, Market Analysis, Competitive Intelligence, Market Research, Analysis, SaaS, Predictive Analytics, Database Design, Data Quality, Strategy, Data Governance, Databases, Marketing Research, Governance, Vendor Management, Data Modeling, Business Analytics, IT Strategy, Teradata, Data Warehousing, ETL, Enterprise Architecture, SDLC, Big Data, Data Management, Predictive Modeling, Enterprise Software, Dashboard, Marketing Automation
Education
Wake Forest University 1997 — 1999
Master of Business Administration (MBA)
Excelsior College
Bachelor of Science (B.S.), Business
Community College of the Air Force
Associate's degree, Financial Management
Shaylah Richburg's Wachovia Experience May 2007 - May 2009
Job Sales Director at First Data Corporation
Industry Financial Services
Experience
First Data Corporation March 2015 - Present
Fifth Third Bank May 2009 - February 2015
Wachovia May 2007 - May 2009
Wells Fargo Financial August 2004 - May 2007
Skills
Finance, Consumer Lending, Small Business Lending, Loans, Banking, Retail Banking, Relationship Management, Series 63, Sales, Cross Selling, Customer Service, Mortgage Banking, Credit Cards, Strategic Planning, Lines Of Credit, Business Relationship..., Coaching, Microsoft Excel, Outlook, Credit, Mortgage Lending
Education
College of Charleston
B. S and B. A, Business Administration & Corp Communication
College of Charleston
First Data Corporation March 2015 - Present
Fifth Third Bank May 2009 - February 2015
Wachovia May 2007 - May 2009
Wells Fargo Financial August 2004 - May 2007
Skills
Finance, Consumer Lending, Small Business Lending, Loans, Banking, Retail Banking, Relationship Management, Series 63, Sales, Cross Selling, Customer Service, Mortgage Banking, Credit Cards, Strategic Planning, Lines Of Credit, Business Relationship..., Coaching, Microsoft Excel, Outlook, Credit, Mortgage Lending
Education
College of Charleston
B. S and B. A, Business Administration & Corp Communication
College of Charleston
Jessica Leone Jessica Leone's Wachovia Experience January 2001 - July 2005
Job Billing Specialist at York Risk Services Group
Industry Insurance
Experience
Travelport June 2006 - October 2014
Superior Press Parts July 2005 - June 2006
Wachovia January 2001 - July 2005
Skills
Invoicing, Finance, Analysis, General Ledger, Accounts Receivable, A/R Collections, Auditing, Microsoft Excel, Customer Service, Process Improvement, Account Reconciliation, Time Management, Vendor Contracts, Accounting, Sarbanes-Oxley Act, Forecasting, Financial Analysis, Management, Hyperion Enterprise, Project Planning, Microsoft Word, Oracle Discoverer, Oracle E-Business Suite, Microsoft Office, Cognos
Education
Fairleigh Dickinson University
Bachelor of Science (BS), Finance, General
County College of Morris
Associate of Science (AS), Business Management
Travelport June 2006 - October 2014
Superior Press Parts July 2005 - June 2006
Wachovia January 2001 - July 2005
Skills
Invoicing, Finance, Analysis, General Ledger, Accounts Receivable, A/R Collections, Auditing, Microsoft Excel, Customer Service, Process Improvement, Account Reconciliation, Time Management, Vendor Contracts, Accounting, Sarbanes-Oxley Act, Forecasting, Financial Analysis, Management, Hyperion Enterprise, Project Planning, Microsoft Word, Oracle Discoverer, Oracle E-Business Suite, Microsoft Office, Cognos
Education
Fairleigh Dickinson University
Bachelor of Science (BS), Finance, General
County College of Morris
Associate of Science (AS), Business Management
Curtis Hicks, MBA, CRCM Curtis Hicks, MBA, CRCM's Wachovia Experience June 2007 - January 2009
Job Compliance Manager, Fair and Responsible Banking
Industry Banking
Experience
U.S. Bank March 2014 - Present
Bank of America April 2013 - March 2014
Bank of America August 2011 - April 2013
Bank of America July 2010 - August 2011
Bank of America February 2009 - July 2010
Wachovia June 2007 - January 2009
Wilmington Finance January 2007 - May 2007
Wells Fargo Home Mortgage January 2005 - January 2007
The Millennium Group VI Mortgage Company June 1999 - December 2004
Equitable Mortgage Company May 1997 - May 1999
Skills
Loans, Mortgage Lending, Credit Analysis, Internal Audit, Credit Risk, FHA, Risk Management, Mortgage Banking, Leadership, Underwriting, Credit, Financial Risk, Banking, Operational Risk...
Education
Colorado State University 2008 — 2010
MBA
University of South Carolina-Columbia 1990 — 1994
B.S., Finance/Management
U.S. Bank March 2014 - Present
Bank of America April 2013 - March 2014
Bank of America August 2011 - April 2013
Bank of America July 2010 - August 2011
Bank of America February 2009 - July 2010
Wachovia June 2007 - January 2009
Wilmington Finance January 2007 - May 2007
Wells Fargo Home Mortgage January 2005 - January 2007
The Millennium Group VI Mortgage Company June 1999 - December 2004
Equitable Mortgage Company May 1997 - May 1999
Skills
Loans, Mortgage Lending, Credit Analysis, Internal Audit, Credit Risk, FHA, Risk Management, Mortgage Banking, Leadership, Underwriting, Credit, Financial Risk, Banking, Operational Risk...
Education
Colorado State University 2008 — 2010
MBA
University of South Carolina-Columbia 1990 — 1994
B.S., Finance/Management
Mark Cohen Mark Cohen's Wachovia Experience 1996 - 2005
Job Vice President Relationship Manager at Susquehanna Bank
Industry Banking
Experience
Susquehanna Bank June 2010 - Present
Sovereign / Santander July 2009 - July 2010
Citibank May 2007 - February 2009
Bank of America 2005 - 2007
Wachovia 1996 - 2005
State Street 1991 - 1996
Chase Manahattan Bank 1986 - 1991
Skills
Banking, Portfolio Management, Commercial Banking, Relationship Management, Risk Management, Credit, Loans, Financial Services, Management, Change Management, CRM, Finance, Investments, Commercial Lending, Business Planning, Financial Analysis, Mergers, Mergers & Acquisitions
Education
Northeastern University - Graduate School of Business Administration 1983 — 1985
MBA
East Carolina University 1979 — 1982
B.S.
Susquehanna Bank June 2010 - Present
Sovereign / Santander July 2009 - July 2010
Citibank May 2007 - February 2009
Bank of America 2005 - 2007
Wachovia 1996 - 2005
State Street 1991 - 1996
Chase Manahattan Bank 1986 - 1991
Skills
Banking, Portfolio Management, Commercial Banking, Relationship Management, Risk Management, Credit, Loans, Financial Services, Management, Change Management, CRM, Finance, Investments, Commercial Lending, Business Planning, Financial Analysis, Mergers, Mergers & Acquisitions
Education
Northeastern University - Graduate School of Business Administration 1983 — 1985
MBA
East Carolina University 1979 — 1982
B.S.
Lashanda Low Hoy, PHR Lashanda Low Hoy, PHR's Wachovia Experience September 2005 - May 2008
Job Assistant VicePresident, Compliance Manager at Wells Fargo
Industry Human Resources
Experience
Wells Fargo October 2014 - Present
Wells Fargo July 2011 - September 2014
Wells Fargo September 2009 - July 2011
Wachovia, A Wells Fargo Company May 2008 - September 2009
Wachovia September 2005 - May 2008
Wachovia October 2003 - August 2005
Skills
Performance Management, Banking, Onboarding, Process Improvement, Applicant Tracking..., Succession Planning, Human Resources, Strategy, Recruiting, Employee Engagement, Talent Management, Training, Policy Analysis, HR Policies, Policy Writing, Contractors, International Policy, Analysis, Business Strategy, Program Management, Business Process..., Leadership, Policy, Vendor Management, Talent Acquisition, Project Planning, Project Management, Management, Compliance Management, Coaching, Business Process Design
Education
Webster University 2006 — 2008
Master of Arts
Webster University 2003 — 2006
Masters
Columbia College (SC) 2000 — 2002
Bachelor of Arts
Wells Fargo October 2014 - Present
Wells Fargo July 2011 - September 2014
Wells Fargo September 2009 - July 2011
Wachovia, A Wells Fargo Company May 2008 - September 2009
Wachovia September 2005 - May 2008
Wachovia October 2003 - August 2005
Skills
Performance Management, Banking, Onboarding, Process Improvement, Applicant Tracking..., Succession Planning, Human Resources, Strategy, Recruiting, Employee Engagement, Talent Management, Training, Policy Analysis, HR Policies, Policy Writing, Contractors, International Policy, Analysis, Business Strategy, Program Management, Business Process..., Leadership, Policy, Vendor Management, Talent Acquisition, Project Planning, Project Management, Management, Compliance Management, Coaching, Business Process Design
Education
Webster University 2006 — 2008
Master of Arts
Webster University 2003 — 2006
Masters
Columbia College (SC) 2000 — 2002
Bachelor of Arts
Jim Pankey Jim Pankey's Wachovia Experience 1990 - May 1992
Job Banjo Player at Hamilton County Ramblers
Industry Music
Experience
Hamilton County Ramblers November 2014 - Present
Bluetastic Fangrass April 2013 - Present
Wild Jimbo's Banjo Ranch 1979 - Present
Lone Mountain Band October 2000 - November 2014
First National Community Bank August 2000 - May 2012
North Georgia Music May 1992 - October 1999
Wachovia 1990 - May 1992
ProSync July 1988 - July 1990
PolyPac May 1988 - May 1989
Murray County Schools August 1985 - June 1987
Skills
Music, Banjo, Guitar, Recording, Bluegrass, Entertainment, Musicians, Band, Teaching, Photography, Troubleshooting, Bands, Bass, Songs, Songwriting, Customer Service, Music Production, Acoustic Guitar, Studio Recording, Creative Writing, Sales, Musical Theatre, Information Technology, Event Planning, Mandolin, Teaching Skills, Music Education, Networking, Computers, Old Time Music, Social Media, Network Administration, Network Security, IT Audit, IT Management, Problem Solving, Strategic Hiring, Employee Training, Personnel Selection, Bank Secrecy Act, Internet Banking, Singing, Online Research, Agriculture, Musical Improvisation, Bluegrass Music, Management, Music Industry, Public Speaking
Education
The University of Georgia 1981 — 1985
BSA, Agriculture
Dalton State College 1982 — 1983
Agriculture, General
Hamilton County Ramblers November 2014 - Present
Bluetastic Fangrass April 2013 - Present
Wild Jimbo's Banjo Ranch 1979 - Present
Lone Mountain Band October 2000 - November 2014
First National Community Bank August 2000 - May 2012
North Georgia Music May 1992 - October 1999
Wachovia 1990 - May 1992
ProSync July 1988 - July 1990
PolyPac May 1988 - May 1989
Murray County Schools August 1985 - June 1987
Skills
Music, Banjo, Guitar, Recording, Bluegrass, Entertainment, Musicians, Band, Teaching, Photography, Troubleshooting, Bands, Bass, Songs, Songwriting, Customer Service, Music Production, Acoustic Guitar, Studio Recording, Creative Writing, Sales, Musical Theatre, Information Technology, Event Planning, Mandolin, Teaching Skills, Music Education, Networking, Computers, Old Time Music, Social Media, Network Administration, Network Security, IT Audit, IT Management, Problem Solving, Strategic Hiring, Employee Training, Personnel Selection, Bank Secrecy Act, Internet Banking, Singing, Online Research, Agriculture, Musical Improvisation, Bluegrass Music, Management, Music Industry, Public Speaking
Education
The University of Georgia 1981 — 1985
BSA, Agriculture
Dalton State College 1982 — 1983
Agriculture, General
Michelle Pickett Michelle Pickett's Wachovia Experience 2000 - 2006
Job at TSYS
Industry Financial Services
Experience
TSYS April 2013 - Present
TSYS September 2010 - Present
TSYS 2006 - September 2010
Wachovia 2000 - 2006
Custom Jewelers Inc. May 1998 - August 2000
Skills
Credit Cards, Microsoft Excel, Microsoft Office, Analysis, Strategic Planning, Data Analysis, SharePoint, Management, Budgets, Project Management, Financial Analysis, Business Analysis, Internal Audit, Risk Management..., Business Process..., Change Management, Forecasting, Insurance, Leadership, Performance Management, Program Management, SAP, Software Documentation, Team Leadership, Training, Vendor Management, Visio
Education
Columbus State University 2008 — 2010
MBA, Business Management
Columbus State University 2000 — 2004
Bachelors, Finance
TSYS April 2013 - Present
TSYS September 2010 - Present
TSYS 2006 - September 2010
Wachovia 2000 - 2006
Custom Jewelers Inc. May 1998 - August 2000
Skills
Credit Cards, Microsoft Excel, Microsoft Office, Analysis, Strategic Planning, Data Analysis, SharePoint, Management, Budgets, Project Management, Financial Analysis, Business Analysis, Internal Audit, Risk Management..., Business Process..., Change Management, Forecasting, Insurance, Leadership, Performance Management, Program Management, SAP, Software Documentation, Team Leadership, Training, Vendor Management, Visio
Education
Columbus State University 2008 — 2010
MBA, Business Management
Columbus State University 2000 — 2004
Bachelors, Finance
Shirley Buchanan's Wachovia Experience 1996 - 2000
Job Project Officer at Jacobs Technology
Industry Management Consulting
Experience
Jacobs Technology June 2011 - Present
Project Management Institute January 2006 - Present
Project Trailblazers June 2005 - June 2012
CGI 2000 - 2005
Wachovia 1996 - 2000
Independent Consultant at TrainingVisions 1993 - 1996
Piedmont Natural Gas 1991 - 1993
Skills
PMP, Program Management, Management Consulting, Team Building, Training, Project Planning, Workshop Facilitation, Cross-functional Team..., Project Management, Process Improvement, Analysis, Budgets, Business Analysis, Business Intelligence, Business Process, Business Process..., Change Management, Coaching, Consulting, Contract Management, Enterprise Software, Governance, Government, IT Management, IT Strategy, ITIL, Integration, Leadership, Leadership Development, MS Project, Management, Operations Management, Organizational..., PMO, Process Engineering, Project Delivery, Project Portfolio..., Proposal Writing, Quality Assurance, Requirements Analysis, Risk Management, SDLC, SharePoint, Software Documentation, Software Project..., Strategic Planning, Strategy, Team Leadership, Telecommunications, Vendor Management
Education
Cornell University
Certificate, Executive Leadership
Kean University
BA, Chemistry
New Jersey Institute of Technology
MS, Computer Science
Jacobs Technology June 2011 - Present
Project Management Institute January 2006 - Present
Project Trailblazers June 2005 - June 2012
CGI 2000 - 2005
Wachovia 1996 - 2000
Independent Consultant at TrainingVisions 1993 - 1996
Piedmont Natural Gas 1991 - 1993
Skills
PMP, Program Management, Management Consulting, Team Building, Training, Project Planning, Workshop Facilitation, Cross-functional Team..., Project Management, Process Improvement, Analysis, Budgets, Business Analysis, Business Intelligence, Business Process, Business Process..., Change Management, Coaching, Consulting, Contract Management, Enterprise Software, Governance, Government, IT Management, IT Strategy, ITIL, Integration, Leadership, Leadership Development, MS Project, Management, Operations Management, Organizational..., PMO, Process Engineering, Project Delivery, Project Portfolio..., Proposal Writing, Quality Assurance, Requirements Analysis, Risk Management, SDLC, SharePoint, Software Documentation, Software Project..., Strategic Planning, Strategy, Team Leadership, Telecommunications, Vendor Management
Education
Cornell University
Certificate, Executive Leadership
Kean University
BA, Chemistry
New Jersey Institute of Technology
MS, Computer Science
Jon Giles Jon Giles's Wachovia Experience November 2007 - February 2009
Job Sr. Vice President, Mortgage & Home Equity Product Management at Wells Fargo
Industry Banking
Experience
Wells Fargo November 2010 - Present
Wells Fargo March 2009 - October 2010
Wachovia November 2007 - February 2009
Wachovia September 2000 - October 2007
Skills
Product Management, Retail Banking, Small Business Marketing, Direct Marketing, Sales Leads, Retail Credit, Credit, Banking
Education
Davidson College 1987 — 1991
BA, Graduated with Honors
University of Cambridge 1990 — 1990
Wells Fargo November 2010 - Present
Wells Fargo March 2009 - October 2010
Wachovia November 2007 - February 2009
Wachovia September 2000 - October 2007
Skills
Product Management, Retail Banking, Small Business Marketing, Direct Marketing, Sales Leads, Retail Credit, Credit, Banking
Education
Davidson College 1987 — 1991
BA, Graduated with Honors
University of Cambridge 1990 — 1990
Ace Tanner Ace Tanner's Wachovia Experience June 2007 - May 2009
Job SVP, Privacy & Cross Border Data Movement Compliance Policy Governance Executive at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch April 2013 - January 2014
Bank of America June 2012 - April 2013
Bank of America June 2011 - June 2012
Bank of America July 2010 - June 2011
Wachovia, A Wells Fargo Company May 2009 - July 2010
Wachovia June 2007 - May 2009
Bank of America May 2006 - May 2007
Bank of America May 2004 - May 2006
Skills
Banking, Risk Management, Operational Risk..., Credit, Financial Risk, Governance, Change Management, Process Improvement, Enterprise Risk..., Business Strategy, Strategic Planning, Operational Risk, Credit Risk, Business Process..., Commercial Banking, Mergers & Acquisitions, Team Management, PMO, Underwriting, Mergers, Business Analysis, Analysis, Program Management, Business Continuity, Project Management, Leadership, Six Sigma, Cross-functional Team..., Business Process, Portfolio Management, Business Intelligence, Management, Financial Services, Finance, Integration, Team Leadership, Executive Management, Relationship Management, Enterprise Software, Strategic Financial..., Credit Cards, Vendor Management, Project Portfolio..., Commercial Lending, Retail Banking, Credit Analysis, Consumer Lending, Loans, AML, Basel II
Education
Davidson College
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch April 2013 - January 2014
Bank of America June 2012 - April 2013
Bank of America June 2011 - June 2012
Bank of America July 2010 - June 2011
Wachovia, A Wells Fargo Company May 2009 - July 2010
Wachovia June 2007 - May 2009
Bank of America May 2006 - May 2007
Bank of America May 2004 - May 2006
Skills
Banking, Risk Management, Operational Risk..., Credit, Financial Risk, Governance, Change Management, Process Improvement, Enterprise Risk..., Business Strategy, Strategic Planning, Operational Risk, Credit Risk, Business Process..., Commercial Banking, Mergers & Acquisitions, Team Management, PMO, Underwriting, Mergers, Business Analysis, Analysis, Program Management, Business Continuity, Project Management, Leadership, Six Sigma, Cross-functional Team..., Business Process, Portfolio Management, Business Intelligence, Management, Financial Services, Finance, Integration, Team Leadership, Executive Management, Relationship Management, Enterprise Software, Strategic Financial..., Credit Cards, Vendor Management, Project Portfolio..., Commercial Lending, Retail Banking, Credit Analysis, Consumer Lending, Loans, AML, Basel II
Education
Davidson College
Victoria Rosoff Victoria Rosoff's Wachovia Experience April 2004 - August 2006
Job Director of Finance and Human Resources at the Sciencenter
Industry Research
Experience
Sciencenter September 2011 - May 2013
Columbia University July 2009 - September 2011
Trickle Up June 2008 - August 2008
International Research Institute for Climate and Society- Columbia University September 2007 - May 2008
JPMorgan Chase August 2006 - August 2007
Wachovia April 2004 - August 2006
Skills
Non-profits, Data Analysis, Research, Nonprofits, Fundraising, Grant Writing, Community Outreach, Policy Analysis, Program Development, Program Evaluation, Public Policy, Public Speaking
Education
Columbia University in the City of New York 2007 — 2008
MA
Cultura Italiana 2003 — 2003
Italian
Goethe-Institut 2002 — 2003
German
University of Arizona, Eller College of Management 1998 — 2002
BS, Finance
Sciencenter September 2011 - May 2013
Columbia University July 2009 - September 2011
Trickle Up June 2008 - August 2008
International Research Institute for Climate and Society- Columbia University September 2007 - May 2008
JPMorgan Chase August 2006 - August 2007
Wachovia April 2004 - August 2006
Skills
Non-profits, Data Analysis, Research, Nonprofits, Fundraising, Grant Writing, Community Outreach, Policy Analysis, Program Development, Program Evaluation, Public Policy, Public Speaking
Education
Columbia University in the City of New York 2007 — 2008
MA
Cultura Italiana 2003 — 2003
Italian
Goethe-Institut 2002 — 2003
German
University of Arizona, Eller College of Management 1998 — 2002
BS, Finance
Ashley McCash Ashley McCash's Wachovia Experience April 2002 - July 2003
Job Informatics Senior Specialst at Cigna
Industry Computer Software
Experience
Cigna November 2011 - Present
ClickFox, Inc January 2009 - October 2010
AXA Equitable August 2006 - December 2008
Bank of America February 2006 - August 2006
Convergys Speech Solutions February 2005 - July 2005
Bank of America October 2004 - February 2005
Southeastern Regional Business Solutions July 2003 - September 2004
Wachovia April 2002 - July 2003
Sprint PCS September 2001 - April 2002
GLOBEquip, LLC April 2001 - September 2001
Skills
Customer Experience, Project Management, Program Management, Business Analysis, Vendor Management, SDLC, Process Improvement, Software Documentation, Cross-functional Team..., Requirements Gathering
Education
North Georgia College and State University 1987 — 1989
Computer and Information Sciences and Support Services
Dekalb Community College
Business
Cigna November 2011 - Present
ClickFox, Inc January 2009 - October 2010
AXA Equitable August 2006 - December 2008
Bank of America February 2006 - August 2006
Convergys Speech Solutions February 2005 - July 2005
Bank of America October 2004 - February 2005
Southeastern Regional Business Solutions July 2003 - September 2004
Wachovia April 2002 - July 2003
Sprint PCS September 2001 - April 2002
GLOBEquip, LLC April 2001 - September 2001
Skills
Customer Experience, Project Management, Program Management, Business Analysis, Vendor Management, SDLC, Process Improvement, Software Documentation, Cross-functional Team..., Requirements Gathering
Education
North Georgia College and State University 1987 — 1989
Computer and Information Sciences and Support Services
Dekalb Community College
Business
Christine B. Doyle Christine B. Doyle's Wachovia Experience July 1994 - June 1999
Job Risk Management Executive
Industry Financial Services
Experience
Bank of America July 2010 - March 2015
Duke Energy 2009 - April 2009
Bank of America November 2004 - January 2009
Bank of America November 2004 - January 2009
Wachovia July 1994 - June 1999
Skills
Governance, SEC reporting, Operational Risk..., Change & Program ..., Six Sigma Green Belt..., Risk & Controls..., Key Stakeholder..., Regulatory Relationship..., Risk Management, Program Management, Financial Risk, Strategy, Management, PMO, Vendor Management, Process Improvement, Change Management, SEC filings, Procurement
Education
The University of Chicago - Booth School of Business
MBA, Finance, Economics
Northwestern University 1972 — 1974
MA, German Language
Saint Louis University
BA, Mathematics, German
Colorado College
Organic Chemistry
Bank of America July 2010 - March 2015
Duke Energy 2009 - April 2009
Bank of America November 2004 - January 2009
Bank of America November 2004 - January 2009
Wachovia July 1994 - June 1999
Skills
Governance, SEC reporting, Operational Risk..., Change & Program ..., Six Sigma Green Belt..., Risk & Controls..., Key Stakeholder..., Regulatory Relationship..., Risk Management, Program Management, Financial Risk, Strategy, Management, PMO, Vendor Management, Process Improvement, Change Management, SEC filings, Procurement
Education
The University of Chicago - Booth School of Business
MBA, Finance, Economics
Northwestern University 1972 — 1974
MA, German Language
Saint Louis University
BA, Mathematics, German
Colorado College
Organic Chemistry
Bronal Harris Bronal Harris's Wachovia Experience May 1973 - December 1999
Job Founder and President at Community Educaion and Tennis Association
Industry Civic & Social Organization
Experience
Community Education and Tennis Center January 1995 - Present
Community Educaion and Tennis Association January 1995 - Present
Wachovia May 1973 - December 1999
Education
Community College of Philadelphia
Community Education and Tennis Center January 1995 - Present
Community Educaion and Tennis Association January 1995 - Present
Wachovia May 1973 - December 1999
Education
Community College of Philadelphia
Cay Weaver's Wachovia Experience May 2009 - September 2010
Job Complex Products Supervisor at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2013 - Present
Alabama Securities Commission March 2011 - July 2013
Wachovia May 2009 - September 2010
Lakehouse Consulting, LLC 2008 - 2009
Wachovia Insurance Services Broker Dealer, Inc. 2006 - 2008
Colonial Brokerage 2002 - 2006
USAA 1998 - 2001
Skills
Investments, Securities, Banking, Securities Regulation, FINRA, Hold Series 66, Hold Series 24, Team Building, Hold Series 7, Data Analysis, Governance, Team Leadership, Microsoft Office, Contract Negotiation, Research, Writing, Alternative Investments..., Series 7
Education
Columbus State University 1987 — 1992
B.A., Communications
LPL Financial July 2013 - Present
Alabama Securities Commission March 2011 - July 2013
Wachovia May 2009 - September 2010
Lakehouse Consulting, LLC 2008 - 2009
Wachovia Insurance Services Broker Dealer, Inc. 2006 - 2008
Colonial Brokerage 2002 - 2006
USAA 1998 - 2001
Skills
Investments, Securities, Banking, Securities Regulation, FINRA, Hold Series 66, Hold Series 24, Team Building, Hold Series 7, Data Analysis, Governance, Team Leadership, Microsoft Office, Contract Negotiation, Research, Writing, Alternative Investments..., Series 7
Education
Columbus State University 1987 — 1992
B.A., Communications
Melisa Mack Melisa Mack's Wachovia Experience December 1994 - June 2000
Job Bank Examiner at US Department of Treasury
Industry Financial Services
Experience
US Department of Treasury April 2007 - Present
Federal Reserve Bank October 2002 - April 2007
Wachovia December 1994 - June 2000
Education
Converse College 1990 — 1994
BA, Business Administration
University of North Carolina at Charlotte
MPA, Public Administration
US Department of Treasury April 2007 - Present
Federal Reserve Bank October 2002 - April 2007
Wachovia December 1994 - June 2000
Education
Converse College 1990 — 1994
BA, Business Administration
University of North Carolina at Charlotte
MPA, Public Administration
Kenneth Allex Kenneth Allex's Wachovia Experience April 2007 - August 2009
Job Consultant at Bloomberg
Industry Computer Software
Experience
Bloomberg September 2009 - Present
Wachovia April 2007 - August 2009
American Stock Exchange February 2001 - April 2007
Salomon Smith Barney August 2000 - February 2001
Instinet March 1998 - August 2000
SIAC January 1997 - March 1998
Skills
C++, Trading Systems, Java, Market Data, Equity Trading, Order Management, Electronic Trading, Sybase, Multithreading, Distributed Systems, Unix, Low Latency, Unix Shell Scripting, Solaris, Perl
Education
Columbia Engineering
M.S., Computer Science
Drexel University 1986 — 1991
B.S., Electrical Engineering
Bloomberg September 2009 - Present
Wachovia April 2007 - August 2009
American Stock Exchange February 2001 - April 2007
Salomon Smith Barney August 2000 - February 2001
Instinet March 1998 - August 2000
SIAC January 1997 - March 1998
Skills
C++, Trading Systems, Java, Market Data, Equity Trading, Order Management, Electronic Trading, Sybase, Multithreading, Distributed Systems, Unix, Low Latency, Unix Shell Scripting, Solaris, Perl
Education
Columbia Engineering
M.S., Computer Science
Drexel University 1986 — 1991
B.S., Electrical Engineering
Lori Matyniak Lori Matyniak's Wachovia Experience January 2004 - May 2006
Job Director, Generics
Industry Pharmaceuticals
Experience
BDI Pharma, Inc September 2013 - Present
BDI Pharma, Inc May 2006 - Present
BDI Pharma, Inc April 2013 - September 2013
Wachovia January 2004 - May 2006
Skills
Relationship Management, Product Management, Pricing Strategy, Pricing Analysis, Oncology, Sales Management, Sales, Product Launch, Sales Presentations, Hospital Sales, Sales Force Development, Account Management, Managed Care, Cold Calling, Cardiology, Selling, Sales Operations, Sales Process, Market Access, Sales Effectiveness, Hematology, Market Pricing
Education
Columbia College (SC) 2005 — 2007
Midlands Technical College 2002 — 2005
Associate's degree, Business Management
BDI Pharma, Inc September 2013 - Present
BDI Pharma, Inc May 2006 - Present
BDI Pharma, Inc April 2013 - September 2013
Wachovia January 2004 - May 2006
Skills
Relationship Management, Product Management, Pricing Strategy, Pricing Analysis, Oncology, Sales Management, Sales, Product Launch, Sales Presentations, Hospital Sales, Sales Force Development, Account Management, Managed Care, Cold Calling, Cardiology, Selling, Sales Operations, Sales Process, Market Access, Sales Effectiveness, Hematology, Market Pricing
Education
Columbia College (SC) 2005 — 2007
Midlands Technical College 2002 — 2005
Associate's degree, Business Management
Chris Healey Chris Healey's Wachovia Experience June 2007 - 2009
Job Director of Retirement Solutions at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2012 - Present
Wells Fargo May 2009 - Present
Wachovia June 2007 - 2009
Bank of America December 1997 - June 2007
Fidelity Investments June 1995 - November 1997
Skills
Analytics, Marketing, Product Management, Strategy, Mergers, Marketing Strategy, Product Development, Credit, Investments, Financial Analysis, Management, Mergers & Acquisitions, Financial Services, Market Research, Strategic Planning, P&L Management, Leadership, Integrated Marketing, Banking, Executive Management
Education
Northeastern University - Graduate School of Business Administration 1994 — 1997
MBA, Finance
Saint Lawrence University 1989 — 1993
BA, Government, Economics
Nichols 1984 — 1989
High School
Wells Fargo June 2012 - Present
Wells Fargo May 2009 - Present
Wachovia June 2007 - 2009
Bank of America December 1997 - June 2007
Fidelity Investments June 1995 - November 1997
Skills
Analytics, Marketing, Product Management, Strategy, Mergers, Marketing Strategy, Product Development, Credit, Investments, Financial Analysis, Management, Mergers & Acquisitions, Financial Services, Market Research, Strategic Planning, P&L Management, Leadership, Integrated Marketing, Banking, Executive Management
Education
Northeastern University - Graduate School of Business Administration 1994 — 1997
MBA, Finance
Saint Lawrence University 1989 — 1993
BA, Government, Economics
Nichols 1984 — 1989
High School
Tabitha Hopp Tabitha Hopp's Wachovia Experience January 2005 - April 2009
Job Account Executive at Caliber Home Loans
Industry Wholesale
Experience
Caliber Home Loans April 2014 - Present
Stearns Lending March 2012 - March 2014
Home Savings of America January 2011 - February 2012
Vertice January 2005 - April 2009
Vertice January 2005 - April 2009
Wachovia January 2005 - April 2009
Vertice (formerly American Mortgage Network) 2005 - April 2009
Vertice (formerly American Mortgage Network) 2005 - April 2009
Vertice (formerly American Mortgage Network) 2005 - 2009
First Magnus Financial January 2004 - January 2005
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, Sales, FHA, Loans, Underwriting, Foreclosures, Management, Customer Service, Refinance, REO, Residential Mortgages, Investors, Financial Services, Credit, FHA financing, VA loans, Mortgage Underwriting, USDA, Government Loans, Loan Servicing, Loss Mitigation, Credit Analysis, VA Loans, FHA Financing
Education
Sierra College 2000 — 2002
Computer Science - Programming
College of Marin
General Education
College of San Mateo
TERRA LINDA HIGH SCHOOL
Caliber Home Loans April 2014 - Present
Stearns Lending March 2012 - March 2014
Home Savings of America January 2011 - February 2012
Vertice January 2005 - April 2009
Vertice January 2005 - April 2009
Wachovia January 2005 - April 2009
Vertice (formerly American Mortgage Network) 2005 - April 2009
Vertice (formerly American Mortgage Network) 2005 - April 2009
Vertice (formerly American Mortgage Network) 2005 - 2009
First Magnus Financial January 2004 - January 2005
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, Sales, FHA, Loans, Underwriting, Foreclosures, Management, Customer Service, Refinance, REO, Residential Mortgages, Investors, Financial Services, Credit, FHA financing, VA loans, Mortgage Underwriting, USDA, Government Loans, Loan Servicing, Loss Mitigation, Credit Analysis, VA Loans, FHA Financing
Education
Sierra College 2000 — 2002
Computer Science - Programming
College of Marin
General Education
College of San Mateo
TERRA LINDA HIGH SCHOOL
Joseph Pellegrini Joseph Pellegrini's Wachovia Experience 2003 - 2008
Job Managing Director at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird 2008 - Present
Wachovia 2003 - 2008
Lehman Brothers 1999 - 2003
Robertson Stephens & Company 1992 - 1999
National Football League 1981 - 1987
Skills
Investment Banking, Banking, Private Equity, Capital Markets, Retail, Valuation, Mergers, Mergers & Acquisitions, Financial Modeling, Management, Investments, Venture Capital, Portfolio Management, Due Diligence
Education
Columbia University - Columbia Business School 1984 — 1987
MBA, Finance, General
Harvard University 1975 — 1979
BA, Geological/Geophysical Engineering
Robert W. Baird 2008 - Present
Wachovia 2003 - 2008
Lehman Brothers 1999 - 2003
Robertson Stephens & Company 1992 - 1999
National Football League 1981 - 1987
Skills
Investment Banking, Banking, Private Equity, Capital Markets, Retail, Valuation, Mergers, Mergers & Acquisitions, Financial Modeling, Management, Investments, Venture Capital, Portfolio Management, Due Diligence
Education
Columbia University - Columbia Business School 1984 — 1987
MBA, Finance, General
Harvard University 1975 — 1979
BA, Geological/Geophysical Engineering
Sara W Davis, CMP Sara W Davis, CMP's Wachovia Experience August 2004 - July 2008
Job Investor Relations Coordinator at Waypoint Residential
Industry Financial Services
Experience
Office Team July 2014 - November 2014
Sabbatical, Family-focus December 2013 - July 2014
Capital One October 2008 - December 2013
Wachovia August 2004 - July 2008
Volkswagen January 2002 - June 2004
Ford Motor Credit Company March 2001 - December 2001
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Event Management, Program Management, Budgets, Contract Negotiation, Meeting Planning, Event Planning, Project Management, Marketing, Sales, Leadership, Negotiation, Training, Teamwork, Trade Shows, Corporate Events, Time Management, Strategic Planning, Social Media, Vendor Management, Marketing Strategy, Public Speaking, PowerPoint, Google Docs, SharePoint
Education
Connecticut College 1995 — 1999
Bachelor of Arts (BA)
Office Team July 2014 - November 2014
Sabbatical, Family-focus December 2013 - July 2014
Capital One October 2008 - December 2013
Wachovia August 2004 - July 2008
Volkswagen January 2002 - June 2004
Ford Motor Credit Company March 2001 - December 2001
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Event Management, Program Management, Budgets, Contract Negotiation, Meeting Planning, Event Planning, Project Management, Marketing, Sales, Leadership, Negotiation, Training, Teamwork, Trade Shows, Corporate Events, Time Management, Strategic Planning, Social Media, Vendor Management, Marketing Strategy, Public Speaking, PowerPoint, Google Docs, SharePoint
Education
Connecticut College 1995 — 1999
Bachelor of Arts (BA)
Gary Selvera Gary Selvera's Wachovia Experience 2002 - Present
Job Highest Ranked Director West of the Mississippi
Industry Banking
Experience
Wachovia 2002 - Present
Education
Creighton University 1984 — 1988
Bachelor, Business Administration
Wachovia 2002 - Present
Education
Creighton University 1984 — 1988
Bachelor, Business Administration
Janet Hilliman Janet Hilliman's Wachovia Experience January 2002 - April 2003
Job Program Director/Center Director/Customer Relations Manager/Freelance Writer/Certified Trainer
Industry Nonprofit Organization Management
Experience
Consulting/Freelance/ Certified Trainer December 2013 - Present
Child care Center January 2012 - September 2013
Ebenezer Help Inc August 2007 - December 2011
Childcare Provider September 2003 - June 2007
Wachovia January 2002 - April 2003
Fleet Bank October 1999 - December 2002
Skills
Training, Fundraising, Volunteer Management, Social Media, Public Speaking, Nonprofits, Microsoft Office, Teaching, Research, Editing, Customer Service, Social Networking, Public Relations, Event Planning
Education
Dallas Baptist University
BAS, Psychology
University College of the Caribbean
Certificate, Public Relations
Consulting/Freelance/ Certified Trainer December 2013 - Present
Child care Center January 2012 - September 2013
Ebenezer Help Inc August 2007 - December 2011
Childcare Provider September 2003 - June 2007
Wachovia January 2002 - April 2003
Fleet Bank October 1999 - December 2002
Skills
Training, Fundraising, Volunteer Management, Social Media, Public Speaking, Nonprofits, Microsoft Office, Teaching, Research, Editing, Customer Service, Social Networking, Public Relations, Event Planning
Education
Dallas Baptist University
BAS, Psychology
University College of the Caribbean
Certificate, Public Relations
Walt Joyce's Wachovia Experience 1985 - 2006
Job Chief Technology Officer, Senior Vice President
Industry Financial Services
Experience
Yadkin Bank November 2009 - October 2014
Carolinas Agency - John Hancock October 2007 - October 2009
Wachovia Bank, NA January 2000 - June 2006
Wachovia 1985 - 2006
Wachovia/First Union 1985 - 2006
Wachovia Bank, NA December 1996 - January 2000
Wachovia Bank – Operational Services 1985 - 2000
Wachovia Bank, NA August 1985 - December 1996
US Army May 1977 - August 1985
Skills
Contract Negotiation, Vendor Management, Organizational..., Risk Management, Process Improvement, Disaster Recovery, Business Process, Financial Analysis, Analysis, Budgets, Team Leadership, Project Portfolio..., IT Management, Cross-functional Team..., Management, Executive Management, Business Analysis, Banking, IT Operations, Finance, Data Center, Security, Information Technology, Business Process..., Program Management, Customer Service, Coaching, Change Management, Team Building, Service Delivery, Project Management, Leadership, Negotiation, Financial Services, Investments, Logistics, Training, Strategic Planning, Insurance, Integration, Enterprise Architecture, Strategy, Mergers & Acquisitions, Organizational..., Operations Management, IT Strategy, System Administration, Marketing, Portfolio Management, Information Security
Education
University of Southern California 1981 — 1984
MS, Systems Management
Davidson College 1973 — 1977
BA, Political Science
Yadkin Bank November 2009 - October 2014
Carolinas Agency - John Hancock October 2007 - October 2009
Wachovia Bank, NA January 2000 - June 2006
Wachovia 1985 - 2006
Wachovia/First Union 1985 - 2006
Wachovia Bank, NA December 1996 - January 2000
Wachovia Bank – Operational Services 1985 - 2000
Wachovia Bank, NA August 1985 - December 1996
US Army May 1977 - August 1985
Skills
Contract Negotiation, Vendor Management, Organizational..., Risk Management, Process Improvement, Disaster Recovery, Business Process, Financial Analysis, Analysis, Budgets, Team Leadership, Project Portfolio..., IT Management, Cross-functional Team..., Management, Executive Management, Business Analysis, Banking, IT Operations, Finance, Data Center, Security, Information Technology, Business Process..., Program Management, Customer Service, Coaching, Change Management, Team Building, Service Delivery, Project Management, Leadership, Negotiation, Financial Services, Investments, Logistics, Training, Strategic Planning, Insurance, Integration, Enterprise Architecture, Strategy, Mergers & Acquisitions, Organizational..., Operations Management, IT Strategy, System Administration, Marketing, Portfolio Management, Information Security
Education
University of Southern California 1981 — 1984
MS, Systems Management
Davidson College 1973 — 1977
BA, Political Science
Heather Geddings's Wachovia Experience April 2006 - August 2008
Job Starbucks CPG
Industry Consumer Goods
Experience
Starbucks July 2014 - Present
Starbucks February 2013 - July 2014
DigitalOptics Corporation™ August 2008 - February 2013
Wachovia April 2006 - August 2008
Digital Optics Corp. January 2001 - April 2006
Pro Staff January 2000 - December 2000
Husqvarna March 1995 - October 1998
Griggs Publishing August 1992 - September 1994
Skills
CRM, Sales, Management, Cross-functional Team..., Public Relations, Disaster Recovery, Project Management, Marketing, Salesforce.com, Strategic Planning, Product Management, Sales Operations, Advertising, Product Development, Product Marketing, Start-ups, Event Planning, Process Improvement, Vendor Management, Customer Service, Trade Shows, Forecasting, Metrics, Office Administration, Database Administration, Inside Sales, PowerPoint, Travel Planning, Meeting Planning, SharePoint
Education
University of South Carolina-Columbia 1988 — 1990
BA Journalism, Advertising/Marketing
College of Charleston 1985 — 1987
Liberal Arts
Starbucks July 2014 - Present
Starbucks February 2013 - July 2014
DigitalOptics Corporation™ August 2008 - February 2013
Wachovia April 2006 - August 2008
Digital Optics Corp. January 2001 - April 2006
Pro Staff January 2000 - December 2000
Husqvarna March 1995 - October 1998
Griggs Publishing August 1992 - September 1994
Skills
CRM, Sales, Management, Cross-functional Team..., Public Relations, Disaster Recovery, Project Management, Marketing, Salesforce.com, Strategic Planning, Product Management, Sales Operations, Advertising, Product Development, Product Marketing, Start-ups, Event Planning, Process Improvement, Vendor Management, Customer Service, Trade Shows, Forecasting, Metrics, Office Administration, Database Administration, Inside Sales, PowerPoint, Travel Planning, Meeting Planning, SharePoint
Education
University of South Carolina-Columbia 1988 — 1990
BA Journalism, Advertising/Marketing
College of Charleston 1985 — 1987
Liberal Arts
Keith Bernhardt Keith Bernhardt's Wachovia Experience 2003 - 2008
Job VP, Retirement and College Products at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments January 2011 - January 2015
Fidelity Investments August 2008 - December 2010
Wachovia 2003 - 2008
The Boston Consulting Group 2001 - 2003
Skills
Business Strategy, Product Development, Efficiency Improvement, Product Management, Financial Modeling
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Finance, Marketing, Management and Strategy
Cornell University 1989 — 1994
BS/M.Eng, Electrical Engineering
Fidelity Investments January 2015 - Present
Fidelity Investments January 2011 - January 2015
Fidelity Investments August 2008 - December 2010
Wachovia 2003 - 2008
The Boston Consulting Group 2001 - 2003
Skills
Business Strategy, Product Development, Efficiency Improvement, Product Management, Financial Modeling
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Finance, Marketing, Management and Strategy
Cornell University 1989 — 1994
BS/M.Eng, Electrical Engineering
Raymond Grogan, PMP's Wachovia Experience February 2005 - July 2007
Job at CitiBank
Industry Financial Services
Experience
Citi June 2013 - Present
The H.I.L.L. of Northeast Florida, Inc November 2012 - Present
March of Dimes NE Florida October 2012 - Present
Lender Processing Services, Inc. (LPS) August 2011 - April 2013
First Coast Hispanic Chamber of Commerce 2009 - September 2011
Wells Fargo Bank August 2007 - August 2011
Unity Outreach of St. Augustine August 2009 - July 2011
Wachovia February 2005 - July 2007
Wachovia September 2002 - January 2005
Wachovia July 1997 - August 2002
Skills
Vendor Management, Project Management, Change Management, Cultural Diversity, Operational Risk..., Business Process..., Information Technology, Real Estate, Data Analysis, Agile Project Management, Financial Analysis, Management, Negotiation, Process Improvement, Service Delivery, Team Building, Program Management, Leadership, Strategy, Supply Chain Management, Contract Management, Strategic Planning, CRM, SDLC, Operations Management, Strategic Sourcing, Outsourcing, Budgets, Procurement, Cross-functional Team..., Risk Management, Analysis, Banking, Training, Performance Management, Business Process, Integration, Product Management, Business Strategy, Software Documentation, Contract Negotiation, Sourcing, Mergers & Acquisitions, Enterprise Software, Business Planning, Business Analysis, Governance, Human Resources, Start-ups, Data Center
Education
Embry-Riddle Aeronautical University 1991 — 1995
BS in Professional Aeronautics, Business Management, 3.9
Community College of the Air Force
Associates Applied Sciences, Aircraft Maintenance Technpology
University of North Florida 2009 — 2009
Project Management Professional (PMP) Certification
Citi June 2013 - Present
The H.I.L.L. of Northeast Florida, Inc November 2012 - Present
March of Dimes NE Florida October 2012 - Present
Lender Processing Services, Inc. (LPS) August 2011 - April 2013
First Coast Hispanic Chamber of Commerce 2009 - September 2011
Wells Fargo Bank August 2007 - August 2011
Unity Outreach of St. Augustine August 2009 - July 2011
Wachovia February 2005 - July 2007
Wachovia September 2002 - January 2005
Wachovia July 1997 - August 2002
Skills
Vendor Management, Project Management, Change Management, Cultural Diversity, Operational Risk..., Business Process..., Information Technology, Real Estate, Data Analysis, Agile Project Management, Financial Analysis, Management, Negotiation, Process Improvement, Service Delivery, Team Building, Program Management, Leadership, Strategy, Supply Chain Management, Contract Management, Strategic Planning, CRM, SDLC, Operations Management, Strategic Sourcing, Outsourcing, Budgets, Procurement, Cross-functional Team..., Risk Management, Analysis, Banking, Training, Performance Management, Business Process, Integration, Product Management, Business Strategy, Software Documentation, Contract Negotiation, Sourcing, Mergers & Acquisitions, Enterprise Software, Business Planning, Business Analysis, Governance, Human Resources, Start-ups, Data Center
Education
Embry-Riddle Aeronautical University 1991 — 1995
BS in Professional Aeronautics, Business Management, 3.9
Community College of the Air Force
Associates Applied Sciences, Aircraft Maintenance Technpology
University of North Florida 2009 — 2009
Project Management Professional (PMP) Certification
Kelly Joseph's Wachovia Experience May 2006 - September 2008
Job Teacher at Legacy Middle School
Industry Primary/Secondary Education
Experience
Legacy Middle School July 2009 - Present
Wachovia May 2006 - September 2008
World Savings October 2004 - May 2006
World Savings June 2002 - October 2004
Star Furniture August 1997 - May 2002
Association Casualty Insurance May 1991 - August 1997
Skills
Mortgage Lending, Loans, Mortgage Banking, Banking, Credit, Loan Origination, Process Improvement, Training, Credit Analysis, Employee Relations, Recruiting, Refinance, Underwriting, Call Centers, Residential Mortgages, Leadership, Management, Customer Service, Sales, Human Resources, Sales Management, Employee Benefits, Coaching, Insurance, Personnel Management, Risk Management, Team Building
Education
Concordia University-Portland 2013 — 2014
Master's Degree, Education
Texas A&M University 1981 — 1985
B.S., Agriculture Economics
Legacy Middle School July 2009 - Present
Wachovia May 2006 - September 2008
World Savings October 2004 - May 2006
World Savings June 2002 - October 2004
Star Furniture August 1997 - May 2002
Association Casualty Insurance May 1991 - August 1997
Skills
Mortgage Lending, Loans, Mortgage Banking, Banking, Credit, Loan Origination, Process Improvement, Training, Credit Analysis, Employee Relations, Recruiting, Refinance, Underwriting, Call Centers, Residential Mortgages, Leadership, Management, Customer Service, Sales, Human Resources, Sales Management, Employee Benefits, Coaching, Insurance, Personnel Management, Risk Management, Team Building
Education
Concordia University-Portland 2013 — 2014
Master's Degree, Education
Texas A&M University 1981 — 1985
B.S., Agriculture Economics
Patrick Milligan's Wachovia Experience 2000 - 2002
Job Regional Sales Manager Western USA at PH Tech, Designer and Extruder of PVC Window and Door Profiles
Industry Building Materials
Experience
PH Tech September 2013 - Present
Accent Windows July 1991 - September 2013
First Union Securities May 2000 - February 2002
First Union Securities 2000 - 2002
Wachovia 2000 - 2002
Skills
Leadership, Customer Service, Customer Satisfaction, Building Materials, Residential Homes, Sales Presentations, Trade Shows, Selling, Sales Management, Account Management, Sales, Key Account Management, Contract Negotiation, Negotiation, New Business Development, Budgets
Education
Colorado State University-Global Campus 2013 — 2015
Business, Management, Marketing, and Related Support Services
Metropolitan State University of Denver 1999 — 2001
General Studies
PH Tech September 2013 - Present
Accent Windows July 1991 - September 2013
First Union Securities May 2000 - February 2002
First Union Securities 2000 - 2002
Wachovia 2000 - 2002
Skills
Leadership, Customer Service, Customer Satisfaction, Building Materials, Residential Homes, Sales Presentations, Trade Shows, Selling, Sales Management, Account Management, Sales, Key Account Management, Contract Negotiation, Negotiation, New Business Development, Budgets
Education
Colorado State University-Global Campus 2013 — 2015
Business, Management, Marketing, and Related Support Services
Metropolitan State University of Denver 1999 — 2001
General Studies
Mack Knight Mack Knight's Wachovia Experience June 2004 - April 2009
Job Senior Manager, Professional Services at Medallia
Industry Computer Software
Experience
Medallia January 2015 - Present
Medallia, Inc. November 2011 - Present
Columbia Business School September 2009 - June 2011
Just Energy LLC June 2010 - August 2010
Wachovia June 2004 - April 2009
Skills
Financial Modeling, Account Management, Team Management, Customer Experience..., Project Management, Data Analysis, Analysis, Business Strategy, Capital Markets, Enterprise Feedback..., Finance, Start-ups, Due Diligence, Venture Capital
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Princeton University 1999 — 2003
BA, Ecology and Evolutionary Biology
Medallia January 2015 - Present
Medallia, Inc. November 2011 - Present
Columbia Business School September 2009 - June 2011
Just Energy LLC June 2010 - August 2010
Wachovia June 2004 - April 2009
Skills
Financial Modeling, Account Management, Team Management, Customer Experience..., Project Management, Data Analysis, Analysis, Business Strategy, Capital Markets, Enterprise Feedback..., Finance, Start-ups, Due Diligence, Venture Capital
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Princeton University 1999 — 2003
BA, Ecology and Evolutionary Biology
Stephanie Breen's Wachovia Experience June 1998 - September 2001
Job Deputy Program Manager at Northrop Grumman Corporation
Industry Information Technology and Services
Experience
Northrop Grumman Information Systems February 2011 - July 2013
MD Pennysaver September 2010 - December 2010
Healthcare Resolution Services, Inc. April 2009 - September 2010
Avatech Solutions April 2006 - January 2009
VIACK Corporation April 2005 - April 2006
Dell Perot Systems May 2003 - April 2005
RSM McGladrey, Inc. September 2001 - May 2003
Wachovia June 1998 - September 2001
Skills
Project Coordination, Project Implementation, Project Execution, MS Project, Remedy, Metrics Analysis, Problem Analysis, Quality Assurance, Document Management, Corporate Communications, Microsoft Office, PowerPoint, Excel, Writing, Marketing Communications, Marketing Strategy, Salesforce.com, Goldmine, Photoshop, Microsoft Excel, Project Management, Marketing, Business Analysis..., Metrics Reporting, Agile Methodolgy, ITIL Implementation, Analysis, Graphic Design, Event Planning, Editing, Advertising, Lead Generation, Strategic Communications, Time Management, Sales, Strategic Planning, Public Relations, Proposal Writing, Marketing Management, Budgets, Business Planning, Business Process..., Management Consulting, Business Process, CRM, Training, Program Management, Leadership, Management, Project Planning
Education
ITSM Academy 2011 — 2011
ITIL v3 Foundation Certification
Project Management Institute 2011 — 2011
CAPM
Columbia College (SC) 1989 — 1993
BA
Northrop Grumman Information Systems February 2011 - July 2013
MD Pennysaver September 2010 - December 2010
Healthcare Resolution Services, Inc. April 2009 - September 2010
Avatech Solutions April 2006 - January 2009
VIACK Corporation April 2005 - April 2006
Dell Perot Systems May 2003 - April 2005
RSM McGladrey, Inc. September 2001 - May 2003
Wachovia June 1998 - September 2001
Skills
Project Coordination, Project Implementation, Project Execution, MS Project, Remedy, Metrics Analysis, Problem Analysis, Quality Assurance, Document Management, Corporate Communications, Microsoft Office, PowerPoint, Excel, Writing, Marketing Communications, Marketing Strategy, Salesforce.com, Goldmine, Photoshop, Microsoft Excel, Project Management, Marketing, Business Analysis..., Metrics Reporting, Agile Methodolgy, ITIL Implementation, Analysis, Graphic Design, Event Planning, Editing, Advertising, Lead Generation, Strategic Communications, Time Management, Sales, Strategic Planning, Public Relations, Proposal Writing, Marketing Management, Budgets, Business Planning, Business Process..., Management Consulting, Business Process, CRM, Training, Program Management, Leadership, Management, Project Planning
Education
ITSM Academy 2011 — 2011
ITIL v3 Foundation Certification
Project Management Institute 2011 — 2011
CAPM
Columbia College (SC) 1989 — 1993
BA
Ken Bogert Ken Bogert's Wachovia Experience March 1997 - August 2009
Job Project Lead at NextPoint Group LLC
Industry Defense & Space
Experience
NextPoint Group LLC September 2013 - Present
NextPoint Group LLC February 2010 - Present
NextPoint Group LLC January 2010 - September 2013
Wachovia March 1997 - August 2009
Nabisco October 1982 - November 1996
Channel Home Centers February 1981 - October 1982
Skills
CCNA, Cisco Technologies, Data Center, Management, TCP/IP, Servers, Switches, Network Design, Security, Network Security, Disaster Recovery, Routers, Software Documentation, Vendor Management, System Deployment, Networking, Firewalls, Troubleshooting, Analysis, VoIP, Unix, VPN, Enterprise Software, Leadership, Network Engineering, IP, Solaris, Network Architecture, Integration, Linux, Telecommunications, Network Administration, WAN, Wireless, Routing
Education
High Point University 1990 — 1992
BA, Business Admin, Economics
County College of Morris 1979 — 1981
AA, Business Admin, Accounting
Morris Catholic HS 1975 — 1979
Diploma
NextPoint Group LLC September 2013 - Present
NextPoint Group LLC February 2010 - Present
NextPoint Group LLC January 2010 - September 2013
Wachovia March 1997 - August 2009
Nabisco October 1982 - November 1996
Channel Home Centers February 1981 - October 1982
Skills
CCNA, Cisco Technologies, Data Center, Management, TCP/IP, Servers, Switches, Network Design, Security, Network Security, Disaster Recovery, Routers, Software Documentation, Vendor Management, System Deployment, Networking, Firewalls, Troubleshooting, Analysis, VoIP, Unix, VPN, Enterprise Software, Leadership, Network Engineering, IP, Solaris, Network Architecture, Integration, Linux, Telecommunications, Network Administration, WAN, Wireless, Routing
Education
High Point University 1990 — 1992
BA, Business Admin, Economics
County College of Morris 1979 — 1981
AA, Business Admin, Accounting
Morris Catholic HS 1975 — 1979
Diploma
Christopher Bradbury's Wachovia Experience July 2005 - May 2008
Job Senior Manager, Managing Editor, Digital Marketing/Channels at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2012 - Present
Bank of America April 2010 - April 2012
TIAA-CREF May 2008 - May 2009
Wachovia July 2005 - May 2008
Wachovia Bank - Treasury Services Division August 2005 - March 2006
Fidelity eBusiness 2001 - 2005
State Street Global Advisors February 1996 - October 1996
Phoenix Home Life Insurance December 1994 - February 1996
Skills
Strategy, Financial Services, Marketing Strategy, Digital Strategy, Digital Marketing, Marketing, Customer Experience, Relationship Management, E-commerce, Integrated Marketing, Thought Leadership, Strategic Partnerships, Product Management, Marketing Communications, Competitive Analysis, User Experience, Online Marketing, Analytics, Content Management
Education
Connecticut College 1980 — 1984
BA, English Literature, Art History
Connecticut College
TIAA-CREF April 2012 - Present
Bank of America April 2010 - April 2012
TIAA-CREF May 2008 - May 2009
Wachovia July 2005 - May 2008
Wachovia Bank - Treasury Services Division August 2005 - March 2006
Fidelity eBusiness 2001 - 2005
State Street Global Advisors February 1996 - October 1996
Phoenix Home Life Insurance December 1994 - February 1996
Skills
Strategy, Financial Services, Marketing Strategy, Digital Strategy, Digital Marketing, Marketing, Customer Experience, Relationship Management, E-commerce, Integrated Marketing, Thought Leadership, Strategic Partnerships, Product Management, Marketing Communications, Competitive Analysis, User Experience, Online Marketing, Analytics, Content Management
Education
Connecticut College 1980 — 1984
BA, English Literature, Art History
Connecticut College
Lisa Curry Lisa Curry's Wachovia Experience 1983 - 2006
Job Vice President/Branch Manager at PNC Bank
Industry Banking
Experience
PNC Bank 2008 - Present
PNC Financial Services 2008 - 2011
Wachovia 1983 - 2006
Skills
Small Business Lending, Branch Management, Commercial Banking, Commercial Lending, Consumer Lending, Loans, Banking, Lines Of Credit, Deposits, Mortgage Lending, Retail Banking, Loan Origination, Underwriting, Credit, SBA, Credit Analysis, Credit Risk, Mortgage Banking, Treasury Management, Cross Selling, Financial Advisory, Retirement Planning, Portfolio Management, Commercial Mortgages, Refinance, Sales, Financial Services, Construction Loans, Investment Properties, Investments, Cash Management, Branch Banking, Real Estate, Executive Management, Series 7, Strategic Financial..., Asset Based Lending, FHA, Relationship Management, Financial Analysis, Finance, Residential Mortgages, Sales Management, Wealth Management, Insurance, Securities
Education
Daytona State College 1980 — 1983
ba, business
Lipscomb University 1980 — 1981
PNC Bank 2008 - Present
PNC Financial Services 2008 - 2011
Wachovia 1983 - 2006
Skills
Small Business Lending, Branch Management, Commercial Banking, Commercial Lending, Consumer Lending, Loans, Banking, Lines Of Credit, Deposits, Mortgage Lending, Retail Banking, Loan Origination, Underwriting, Credit, SBA, Credit Analysis, Credit Risk, Mortgage Banking, Treasury Management, Cross Selling, Financial Advisory, Retirement Planning, Portfolio Management, Commercial Mortgages, Refinance, Sales, Financial Services, Construction Loans, Investment Properties, Investments, Cash Management, Branch Banking, Real Estate, Executive Management, Series 7, Strategic Financial..., Asset Based Lending, FHA, Relationship Management, Financial Analysis, Finance, Residential Mortgages, Sales Management, Wealth Management, Insurance, Securities
Education
Daytona State College 1980 — 1983
ba, business
Lipscomb University 1980 — 1981
Becky Schafer Becky Schafer's Wachovia Experience February 2007 - March 2008
Job Systems Support Analyst at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo February 2014 - Present
Advantage Technical Resourcing April 2013 - February 2014
Advantage Technical Resourcing March 2012 - March 2013
Pitney Bowes March 2011 - November 2011
Lowe's Corporation April 2008 - October 2010
Wachovia February 2007 - March 2008
Tim Schafer's at Lake Norman January 2005 - February 2007
AT&T February 1995 - December 2004
A&T Communications 1988 - 2004
Skills
Program Management, Process Management, Vendor Relations, Revenue Management, Business Process..., Business Process, Business Analysis, Compliance Management, Compliance, Disaster Recovery, SDLC, Management, Software Documentation, Information Technology, Cross-functional Team..., Vendor Management, ITIL, Risk Management, Project Planning, Change Management, Project Management, Revenue Analysis, Analysis, Process Improvement, SharePoint, Training
Education
College of Saint Elizabeth
Bachelor of Science, Business Administration
The George Washington University
Master Certificate, Project Management
Tobe Coburn School
Associates Degree, Marketing and Management
Morristown High School
Wells Fargo February 2014 - Present
Advantage Technical Resourcing April 2013 - February 2014
Advantage Technical Resourcing March 2012 - March 2013
Pitney Bowes March 2011 - November 2011
Lowe's Corporation April 2008 - October 2010
Wachovia February 2007 - March 2008
Tim Schafer's at Lake Norman January 2005 - February 2007
AT&T February 1995 - December 2004
A&T Communications 1988 - 2004
Skills
Program Management, Process Management, Vendor Relations, Revenue Management, Business Process..., Business Process, Business Analysis, Compliance Management, Compliance, Disaster Recovery, SDLC, Management, Software Documentation, Information Technology, Cross-functional Team..., Vendor Management, ITIL, Risk Management, Project Planning, Change Management, Project Management, Revenue Analysis, Analysis, Process Improvement, SharePoint, Training
Education
College of Saint Elizabeth
Bachelor of Science, Business Administration
The George Washington University
Master Certificate, Project Management
Tobe Coburn School
Associates Degree, Marketing and Management
Morristown High School
Kimberly Brent Kimberly Brent's Wachovia Experience March 2007 - September 2008
Job Marketing Program Manager at Wells Fargo Home Mortgage
Industry Marketing and Advertising
Experience
Wells Fargo Home Mortgage March 2012 - Present
Wells Fargo Home Mortgage May 2009 - March 2012
Wachovia March 2007 - September 2008
McDonald's April 2005 - March 2007
Eastland Mall December 2003 - September 2004
Bank of America June 1998 - December 2003
M.A.R.S. Inc. November 1997 - May 1998
This Old House Magazine November 1996 - November 1997
Skills
Direct Marketing, Marketing, Marketing Communications, Marketing Strategy, Advertising, Marketing Management, Leadership, Brand Development, Event Management, Training, Event Planning, Program Management, Creative Direction, Direct Mail, Market Planning, Retail, Talent Management, Strategy, Competitive Analysis, Brand Management, Management, Negotiation, Project Management, Relationship Management, Strategic Communications, Team Leadership
Education
D'Amore-McKim School of Business at Northeastern University 1992 — 1994
MBA, Marketing
Hampton University 1986 — 1990
Bachelor's degree, Marketing
Wells Fargo Home Mortgage March 2012 - Present
Wells Fargo Home Mortgage May 2009 - March 2012
Wachovia March 2007 - September 2008
McDonald's April 2005 - March 2007
Eastland Mall December 2003 - September 2004
Bank of America June 1998 - December 2003
M.A.R.S. Inc. November 1997 - May 1998
This Old House Magazine November 1996 - November 1997
Skills
Direct Marketing, Marketing, Marketing Communications, Marketing Strategy, Advertising, Marketing Management, Leadership, Brand Development, Event Management, Training, Event Planning, Program Management, Creative Direction, Direct Mail, Market Planning, Retail, Talent Management, Strategy, Competitive Analysis, Brand Management, Management, Negotiation, Project Management, Relationship Management, Strategic Communications, Team Leadership
Education
D'Amore-McKim School of Business at Northeastern University 1992 — 1994
MBA, Marketing
Hampton University 1986 — 1990
Bachelor's degree, Marketing
Melissa Buchanan Melissa Buchanan's Wachovia Experience 2001 - 2005
Job Senior Vice President, Global Volunteerism at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2009 - Present
Wachovia Corporation 2005 - December 2008
Wachovia 2001 - 2005
First Union 1999 - 2001
Skills
Leadership, Program Management, Strategic Planning, Management, Philanthropy, Research, Time Management, Employee Engagement, Volunteering, Banking, Relationship Management, Employee Benefits, Financial Services, Risk Management, Strategy, Leadership Development, Process Improvement, Credit, Executive Management, Public Speaking
Education
University of North Carolina at Chapel Hill 1996 — 1997
B.A., English
Davidson College 1994 — 1995
Wells Fargo January 2009 - Present
Wachovia Corporation 2005 - December 2008
Wachovia 2001 - 2005
First Union 1999 - 2001
Skills
Leadership, Program Management, Strategic Planning, Management, Philanthropy, Research, Time Management, Employee Engagement, Volunteering, Banking, Relationship Management, Employee Benefits, Financial Services, Risk Management, Strategy, Leadership Development, Process Improvement, Credit, Executive Management, Public Speaking
Education
University of North Carolina at Chapel Hill 1996 — 1997
B.A., English
Davidson College 1994 — 1995
Eric Sharkey Eric Sharkey's Wachovia Experience August 1996 - August 1998
Job Vanguard Institutional Investors
Industry Financial Services
Experience
Citi January 2006 - May 2011
Visa March 2005 - December 2005
JPMorgan Chase November 1998 - September 2004
Wachovia August 1996 - August 1998
MBNA January 1993 - August 1996
Skills
Affluent, Banking, Business Strategy, Credit Cards, Cross Selling, Financial Analysis, Financial Services, Marketing Strategy, Operations Management, Partnership Marketing, Portfolio Management, Project Management, Product Development, Product Management, Product Marketing, Relationship Management, Technology Management, Vendor Management, Series 6, Series 63, Segmentation, Marketing, Analytics, Customer Acquisition, Executive Management, Debit Cards, Payments, New Business Development, Cards, Business Development, CRM, Strategy
Education
Drexel University
BS
Columbia University in the City of New York
Prerequisite work, 4.0
New York University
Prerequisite work, 4.0
Citi January 2006 - May 2011
Visa March 2005 - December 2005
JPMorgan Chase November 1998 - September 2004
Wachovia August 1996 - August 1998
MBNA January 1993 - August 1996
Skills
Affluent, Banking, Business Strategy, Credit Cards, Cross Selling, Financial Analysis, Financial Services, Marketing Strategy, Operations Management, Partnership Marketing, Portfolio Management, Project Management, Product Development, Product Management, Product Marketing, Relationship Management, Technology Management, Vendor Management, Series 6, Series 63, Segmentation, Marketing, Analytics, Customer Acquisition, Executive Management, Debit Cards, Payments, New Business Development, Cards, Business Development, CRM, Strategy
Education
Drexel University
BS
Columbia University in the City of New York
Prerequisite work, 4.0
New York University
Prerequisite work, 4.0
Steve McGuire Steve McGuire's Wachovia Experience January 2006 - January 2009
Job Director at Tishman Speyer
Industry Real Estate
Experience
Tishman Speyer March 2012 - Present
Tishman Speyer September 2011 - March 2012
Tishman Speyer June 2010 - August 2010
Wells Fargo January 2009 - June 2009
Wachovia January 2006 - January 2009
Wachovia June 2004 - December 2005
Morgan Stanley Wealth Management June 2003 - August 2003
Skills
Real Estate Investment, Debt Structuring, Real Estate Development, Asset Management, Debt Markets, Real Estate Finance, Real Estate, Capital Markets, Project Management, Management, Account Management, Financial Analysis, Commercial Real Estate..., Real Estate Financing, CMBS, Commercial Real Estate, Acquisitions, Real Estate Private..., Real Estate Transactions, Loan Origination, Corporate Finance, Negotiation, Asset Managment, Real Estate Economics, Due Diligence, Investment Properties
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance & Real Estate
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2004
BSBA, Business
Canisius High School 1996 — 2000
Tishman Speyer March 2012 - Present
Tishman Speyer September 2011 - March 2012
Tishman Speyer June 2010 - August 2010
Wells Fargo January 2009 - June 2009
Wachovia January 2006 - January 2009
Wachovia June 2004 - December 2005
Morgan Stanley Wealth Management June 2003 - August 2003
Skills
Real Estate Investment, Debt Structuring, Real Estate Development, Asset Management, Debt Markets, Real Estate Finance, Real Estate, Capital Markets, Project Management, Management, Account Management, Financial Analysis, Commercial Real Estate..., Real Estate Financing, CMBS, Commercial Real Estate, Acquisitions, Real Estate Private..., Real Estate Transactions, Loan Origination, Corporate Finance, Negotiation, Asset Managment, Real Estate Economics, Due Diligence, Investment Properties
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance & Real Estate
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2004
BSBA, Business
Canisius High School 1996 — 2000
Nicole M. Brase, MBA's Wachovia Experience February 2008 - January 2010
Job
Industry Human Resources
Experience
Burke & Herbert Bank December 2014 - May 2015
The Trust Company of Virginia August 2013 - April 2014
Wells Fargo October 2012 - August 2013
Choate, Hall & Stewart August 2011 - May 2012
UBS Wealth Management January 2010 - August 2011
Wachovia February 2008 - January 2010
Skills
MS Office Suite, SEI, Northstar, JOSHUA, Sungard, Addvantage, Mainframe, Clientcom, iManage, Internet Explorer, Netscape, Firefox, Windows, Trust Services, Cannon Trust School, Microsoft Office, ACCAA Certified, Wealth Management..., Securities, High Net Worth..., Mutual Funds, Estate Planning, Series 7, Customer Service, Training, Banking, Human Resources, Wealth Management, Recruiting, Financial Services, Risk Management
Education
Northeastern University - Graduate School of Business Administration 2010 — 2015
MBA
University of Phoenix 2006 — 2007
Bachelors
Burke & Herbert Bank December 2014 - May 2015
The Trust Company of Virginia August 2013 - April 2014
Wells Fargo October 2012 - August 2013
Choate, Hall & Stewart August 2011 - May 2012
UBS Wealth Management January 2010 - August 2011
Wachovia February 2008 - January 2010
Skills
MS Office Suite, SEI, Northstar, JOSHUA, Sungard, Addvantage, Mainframe, Clientcom, iManage, Internet Explorer, Netscape, Firefox, Windows, Trust Services, Cannon Trust School, Microsoft Office, ACCAA Certified, Wealth Management..., Securities, High Net Worth..., Mutual Funds, Estate Planning, Series 7, Customer Service, Training, Banking, Human Resources, Wealth Management, Recruiting, Financial Services, Risk Management
Education
Northeastern University - Graduate School of Business Administration 2010 — 2015
MBA
University of Phoenix 2006 — 2007
Bachelors
Heather Craft Heather Craft's Wachovia Experience 2007 - 2009
Job Senior Director, Human Resources Client Services Group at TIAACREF
Industry Banking
Experience
TIAA-CREF July 2013 - Present
Wells Fargo 2011 - July 2013
Wells Fargo 2009 - 2011
Wachovia 2007 - 2009
GE Commercial Finance 2005 - 2007
General Electric 2004 - 2005
General Electric 2002 - 2004
Stromberg Consulting 2000 - 2001
Lancome 1998 - 2000
Skills
Talent Management, Succession Planning, Performance Management, Organizational..., Leadership Development, Change Management, HRIS, Executive Coaching, Six Sigma, Employee Engagement, Employee Relations, Organizational..., Workforce Planning, Onboarding, Talent Acquisition, Leadership, Personnel Management, Human Resources, Management, New Hire Orientations, Strategy, Organizational Design, Interviews, Deferred Compensation, Employee Benefits, Recruiting, HR Consulting, Employee Training, Career Development, College Recruiting, Consulting, Process Improvement
Education
Teachers College of Columbia University 1998 — 1999
MA, Organizational Psychology
Columbia University in the City of New York 1995 — 1997
MS, Clinical Social Work
Sweet Briar College 1989 — 1993
BA, Psychology and Environmental Studies
TIAA-CREF July 2013 - Present
Wells Fargo 2011 - July 2013
Wells Fargo 2009 - 2011
Wachovia 2007 - 2009
GE Commercial Finance 2005 - 2007
General Electric 2004 - 2005
General Electric 2002 - 2004
Stromberg Consulting 2000 - 2001
Lancome 1998 - 2000
Skills
Talent Management, Succession Planning, Performance Management, Organizational..., Leadership Development, Change Management, HRIS, Executive Coaching, Six Sigma, Employee Engagement, Employee Relations, Organizational..., Workforce Planning, Onboarding, Talent Acquisition, Leadership, Personnel Management, Human Resources, Management, New Hire Orientations, Strategy, Organizational Design, Interviews, Deferred Compensation, Employee Benefits, Recruiting, HR Consulting, Employee Training, Career Development, College Recruiting, Consulting, Process Improvement
Education
Teachers College of Columbia University 1998 — 1999
MA, Organizational Psychology
Columbia University in the City of New York 1995 — 1997
MS, Clinical Social Work
Sweet Briar College 1989 — 1993
BA, Psychology and Environmental Studies
Joy Wyche Joy Wyche's Wachovia Experience May 2006 - June 2009
Job Project Manager in Business Capability Development Platform Implementation at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage June 2013 - Present
Wells Fargo Home Mortgage April 2012 - May 2013
Wells Fargo March 2011 - March 2012
Wells Fargo Home Mortgage July 2009 - March 2011
Wachovia May 2006 - June 2009
Wachovia January 2005 - April 2006
Wachovia January 1999 - December 2004
Skills
Mortgage Lending
Education
Dallas Baptist University 1996 — 1997
Wells Fargo Home Mortgage June 2013 - Present
Wells Fargo Home Mortgage April 2012 - May 2013
Wells Fargo March 2011 - March 2012
Wells Fargo Home Mortgage July 2009 - March 2011
Wachovia May 2006 - June 2009
Wachovia January 2005 - April 2006
Wachovia January 1999 - December 2004
Skills
Mortgage Lending
Education
Dallas Baptist University 1996 — 1997
Christina Waldoch Christina Waldoch's Wachovia Experience April 2008 - November 2008
Job PNC Mortgage
Industry Financial Services
Experience
PNC Bank ,NA August 2015 - Present
PNC Mortgage November 2009 - Present
Wells Fargo December 2008 - November 2009
Wachovia April 2008 - November 2008
other finacial 1999 - 2007
wamu 2001 - 2006
Skills
Credit, Mortgage Lending, FHA, Mortgage Banking, Refinance, Banking, VA loans, Decision Making, caculating, Compliance, Loans, Underwriting, Credit Risk, Financial Risk, Loan Origination, Credit Analysis, Residential Mortgages, Retail Banking, Consumer Lending, USDA, Mortgage Underwriting, FHA financing, Asset, Customer Service, 203K, Harp, Home Equity Loans, Desktop Publishing, freddie mac, Fannie Mae
Education
York 1982 — 1985
College of DuPage
PNC Bank ,NA August 2015 - Present
PNC Mortgage November 2009 - Present
Wells Fargo December 2008 - November 2009
Wachovia April 2008 - November 2008
other finacial 1999 - 2007
wamu 2001 - 2006
Skills
Credit, Mortgage Lending, FHA, Mortgage Banking, Refinance, Banking, VA loans, Decision Making, caculating, Compliance, Loans, Underwriting, Credit Risk, Financial Risk, Loan Origination, Credit Analysis, Residential Mortgages, Retail Banking, Consumer Lending, USDA, Mortgage Underwriting, FHA financing, Asset, Customer Service, 203K, Harp, Home Equity Loans, Desktop Publishing, freddie mac, Fannie Mae
Education
York 1982 — 1985
College of DuPage
Angela Rader's Wachovia Experience March 2006 - November 2008
Job Director of Marketing Services at University Enterprises, Inc./California State University, Sacramento
Industry Marketing and Advertising
Experience
University Enterprises, Inc./California State University, Sacramento November 2011 - Present
VSP April 2009 - June 2011
Wachovia March 2006 - November 2008
Wachovia Small Business Capital aka The Money Store 1995 - 2006
Skills
Advertising, Marketing Strategy, Marketing, Direct Mail, Creative Direction, Strategy, Public Relations, Copywriting, Online Marketing, Integrated Marketing, Marketing Research, E-commerce, Leadership, Social Media Marketing, Management, Marketing Communications, Account Management, B2B, Strategic Planning, Social Media, Email Marketing, Newsletters, Sales, Direct Marketing
Education
Tulane University/Freeman School of Business 2009 — 2009
Master's Certificate/Professional Development -, Business Mgmt./Advanced Marketing Strategy
De Anza College 1981 — 1984
Business Administration/Marketing
University Enterprises, Inc./California State University, Sacramento November 2011 - Present
VSP April 2009 - June 2011
Wachovia March 2006 - November 2008
Wachovia Small Business Capital aka The Money Store 1995 - 2006
Skills
Advertising, Marketing Strategy, Marketing, Direct Mail, Creative Direction, Strategy, Public Relations, Copywriting, Online Marketing, Integrated Marketing, Marketing Research, E-commerce, Leadership, Social Media Marketing, Management, Marketing Communications, Account Management, B2B, Strategic Planning, Social Media, Email Marketing, Newsletters, Sales, Direct Marketing
Education
Tulane University/Freeman School of Business 2009 — 2009
Master's Certificate/Professional Development -, Business Mgmt./Advanced Marketing Strategy
De Anza College 1981 — 1984
Business Administration/Marketing
Dan Grecu's Wachovia Experience 2007 - 2010
Job
Industry Banking
Experience
Wells Fargo NA 2010 - Present
Wachovia 2007 - 2010
Fannie Mae 2006 - 2007
AES March 2003 - March 2006
Bank of America 2002 - 2003
First Solar, LLC 1999 - 2002
Skills
Market Risk, Model Validation, Quantitative Finance, Derivatives, CVA, Commodity Pricing, Mathematica, C++, CCAR
Education
Cornell University 2001 — 2002
MBA, Concentration in Finance
University of Toledo 1994 — 1999
PhD, Physics
University of Bucharest 1988 — 1993
MS, Physics
Liceul Mihai Viteazul
Wells Fargo NA 2010 - Present
Wachovia 2007 - 2010
Fannie Mae 2006 - 2007
AES March 2003 - March 2006
Bank of America 2002 - 2003
First Solar, LLC 1999 - 2002
Skills
Market Risk, Model Validation, Quantitative Finance, Derivatives, CVA, Commodity Pricing, Mathematica, C++, CCAR
Education
Cornell University 2001 — 2002
MBA, Concentration in Finance
University of Toledo 1994 — 1999
PhD, Physics
University of Bucharest 1988 — 1993
MS, Physics
Liceul Mihai Viteazul
Arnavaz Patel's Wachovia Experience May 2008 - May 2010
Job
Industry Banking
Experience
Wells Fargo August 2012 - Present
Wachovia May 2008 - May 2010
Wachovia/Corporate and Investment Banking November 2005 - May 2008
Alliance Capital Management 1993 - 2005
Education
Columbia University in the City of New York 2002 — 2004
Rutgers, The State University of New Jersey-Newark 1990 — 1993
Bachelors
Wells Fargo August 2012 - Present
Wachovia May 2008 - May 2010
Wachovia/Corporate and Investment Banking November 2005 - May 2008
Alliance Capital Management 1993 - 2005
Education
Columbia University in the City of New York 2002 — 2004
Rutgers, The State University of New Jersey-Newark 1990 — 1993
Bachelors
Lorena (Rivera) Fennell's Wachovia Experience September 2005 - August 2007
Job
Industry Consumer Services
Experience
PerioSmiles December 2011 - October 2013
Bath & Body Works October 2008 - December 2012
Comerica Bank August 2007 - December 2008
Wachovia September 2005 - August 2007
Lane Bryant 2004 - 2005
Skills
Customer Service, Skin Care, Skin Care Products, Laser Safety, Laser Hair Removal, Spa, Microsoft Office, Teamwork, Spanish, Event Planning, Finance, Deposits, Employee Benefits, Event Management, Banking, Loans, Retail Banking, Management, Sales, Makeup Artistry, Customer Satisfaction, Time Management
Education
Aesthetic Laser Academy
Certificate for Laser Technician
Steiner Institute of Esthetics Dallas 2013 — 2014
Esthetics, Aesthetician/Esthetician and Skin Care Specialist, Obtained State Board of Texas License in Esthetics in July 2014
Collin County Community College
PerioSmiles December 2011 - October 2013
Bath & Body Works October 2008 - December 2012
Comerica Bank August 2007 - December 2008
Wachovia September 2005 - August 2007
Lane Bryant 2004 - 2005
Skills
Customer Service, Skin Care, Skin Care Products, Laser Safety, Laser Hair Removal, Spa, Microsoft Office, Teamwork, Spanish, Event Planning, Finance, Deposits, Employee Benefits, Event Management, Banking, Loans, Retail Banking, Management, Sales, Makeup Artistry, Customer Satisfaction, Time Management
Education
Aesthetic Laser Academy
Certificate for Laser Technician
Steiner Institute of Esthetics Dallas 2013 — 2014
Esthetics, Aesthetician/Esthetician and Skin Care Specialist, Obtained State Board of Texas License in Esthetics in July 2014
Collin County Community College
Brad Niles's Wachovia Experience June 2007 - May 2009
Job Sr. IT Engineer at TIAACREF
Industry Banking
Experience
TIAA-CREF September 2011 - Present
Wells Fargo October 2010 - April 2012
Wells Fargo November 2009 - October 2010
TIAA-CREF May 2009 - November 2009
Wachovia June 2007 - May 2009
Wachovia March 2005 - June 2007
iXL Inc July 2000 - July 2001
Skills
DataPower, JBoss Application Server, WebSphere Application..., Servlets, VMware ESX, Apache, SOA, Weblogic, Enterprise Architecture, Unix, Websphere, Middleware, SDLC, Architecture, Disaster Recovery
Education
Davidson College 1990 — 1994
BA, Philosophy
TIAA-CREF September 2011 - Present
Wells Fargo October 2010 - April 2012
Wells Fargo November 2009 - October 2010
TIAA-CREF May 2009 - November 2009
Wachovia June 2007 - May 2009
Wachovia March 2005 - June 2007
iXL Inc July 2000 - July 2001
Skills
DataPower, JBoss Application Server, WebSphere Application..., Servlets, VMware ESX, Apache, SOA, Weblogic, Enterprise Architecture, Unix, Websphere, Middleware, SDLC, Architecture, Disaster Recovery
Education
Davidson College 1990 — 1994
BA, Philosophy
Adam Litke's Wachovia Experience August 2005 - November 2009
Job Chief Risk Strategist and Head of Enterprise Risk Services, Bloomberg
Industry Investment Banking
Experience
Bloomberg November 2009 - Present
Family Security Holdings January 2012 - February 2014
Wachovia August 2005 - November 2009
Barclays Capital 2002 - 2005
Swiss Re New Markets 1999 - 2002
Swiss Reinsurance Company 1999 - 2002
PARIBAS 1992 - 1998
Manufacturers Hanover Trust 1989 - 1992
Sanford C. Bernstein 1988 - 1989
Morgan Stanley 1987 - 1988
Skills
Market Risk, Fixed Income, Bloomberg, Risk, Enterprise Risk..., Financial Risk, Risk Management, Capital Markets, Derivatives, Investment Banking, Hedge Funds, Equities, Financial Markets, Portfolio Management, Quantitative Finance, FX Options, Alternative Investments, Interest Rate..., Valuation, Equity Derivatives, Quantitative Analytics, Structured Products, Trading Systems, Credit Derivatives, Options, Trading, Electronic Trading, Commodity, Hedging, Emerging Markets, Bonds, Swaps, Trading Strategies, Market Data, Proprietary Trading, Volatility, Equity Trading, Bloomberg Terminal, Structured Finance, Quantitative Investing, Financial Engineering, MBS, CDS, Financial Modeling
Education
Columbia University in the City of New York 1984 — 1986
MA, Mathematics
Harvard University 1980 — 1984
AB, Mathematics
Bloomberg November 2009 - Present
Family Security Holdings January 2012 - February 2014
Wachovia August 2005 - November 2009
Barclays Capital 2002 - 2005
Swiss Re New Markets 1999 - 2002
Swiss Reinsurance Company 1999 - 2002
PARIBAS 1992 - 1998
Manufacturers Hanover Trust 1989 - 1992
Sanford C. Bernstein 1988 - 1989
Morgan Stanley 1987 - 1988
Skills
Market Risk, Fixed Income, Bloomberg, Risk, Enterprise Risk..., Financial Risk, Risk Management, Capital Markets, Derivatives, Investment Banking, Hedge Funds, Equities, Financial Markets, Portfolio Management, Quantitative Finance, FX Options, Alternative Investments, Interest Rate..., Valuation, Equity Derivatives, Quantitative Analytics, Structured Products, Trading Systems, Credit Derivatives, Options, Trading, Electronic Trading, Commodity, Hedging, Emerging Markets, Bonds, Swaps, Trading Strategies, Market Data, Proprietary Trading, Volatility, Equity Trading, Bloomberg Terminal, Structured Finance, Quantitative Investing, Financial Engineering, MBS, CDS, Financial Modeling
Education
Columbia University in the City of New York 1984 — 1986
MA, Mathematics
Harvard University 1980 — 1984
AB, Mathematics
Dontsop, James's Wachovia Experience October 2005 - July 2014
Job Business Metrics Analyst at TIAACREF
Industry Banking
Experience
TIAA-CREF July 2014 - Present
Wachovia October 2005 - July 2014
Amadeus 1995 - 2005
IBM October 1987 - April 1994
Skills
SAS, MATLAB, R, C++, Quantitative Research, Cisco Networking, Perl, PHP, JavaScript, SQL, HTML scripting, Analysis, Risk Management, IT Strategy, Integration, Business Analysis, Unix, Financial Modeling, TCP/IP, Business Strategy, Data Analysis, Matlab, Quantitative Finance, Program Management, Telecommunications, Windows
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2011
Master's, Mathematical Finance
Columbia Engineering 1986 — 1994
Master's, Computer Networks, Circuit Theory
Ecole centrale de Lyon 1983 — 1986
Diplome d'Ingenieur, Informatique
College Sacre-Coeur Makak 1973 — 1980
TIAA-CREF July 2014 - Present
Wachovia October 2005 - July 2014
Amadeus 1995 - 2005
IBM October 1987 - April 1994
Skills
SAS, MATLAB, R, C++, Quantitative Research, Cisco Networking, Perl, PHP, JavaScript, SQL, HTML scripting, Analysis, Risk Management, IT Strategy, Integration, Business Analysis, Unix, Financial Modeling, TCP/IP, Business Strategy, Data Analysis, Matlab, Quantitative Finance, Program Management, Telecommunications, Windows
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2011
Master's, Mathematical Finance
Columbia Engineering 1986 — 1994
Master's, Computer Networks, Circuit Theory
Ecole centrale de Lyon 1983 — 1986
Diplome d'Ingenieur, Informatique
College Sacre-Coeur Makak 1973 — 1980
Manny DeGuzman's Wachovia Experience 1998 - 2000
Job Information Technology & Services Professional
Industry Information Technology and Services
Experience
Mason Harriman Group, Inc May 2007 - Present
JPMorgan Chase February 2000 - November 2003
First Union National Bank March 1998 - February 2000
Wachovia 1998 - 2000
Marsh October 1995 - February 1998
Education
Fordham Gabelli School of Business 1978 — 1981
De La Salle University 1971 — 1976
BS, Engineering
Mason Harriman Group, Inc May 2007 - Present
JPMorgan Chase February 2000 - November 2003
First Union National Bank March 1998 - February 2000
Wachovia 1998 - 2000
Marsh October 1995 - February 1998
Education
Fordham Gabelli School of Business 1978 — 1981
De La Salle University 1971 — 1976
BS, Engineering
Yang, Nan's Wachovia Experience August 2002 - March 2006
Job Morgan Stanley Finance & Control Manager/Assistant Vice President
Industry Investment Banking
Experience
Morgan Stanley September 2006 - Present
Rabo Bank March 2006 - September 2007
Wachovia August 2002 - March 2006
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Business Administration
Morgan Stanley September 2006 - Present
Rabo Bank March 2006 - September 2007
Wachovia August 2002 - March 2006
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Business Administration
Jana Chilton's Wachovia Experience August 1998 - August 2000
Job SVP, Wholesale Internet Services
Industry Banking
Experience
Wells Fargo November 2008 - November 2009
Wells Fargo September 2002 - November 2008
Aquent/Renaissance Worldwide February 2001 - September 2002
S1 Corporation August 2000 - December 2000
Wachovia August 1998 - August 2000
Skills
Cash Management, Competitive Analysis, Product Management, Strategy, Product Marketing, Banking, Payments, Product Development
Education
College of Charleston
Bachelor of Science, Business Administration
Wells Fargo November 2008 - November 2009
Wells Fargo September 2002 - November 2008
Aquent/Renaissance Worldwide February 2001 - September 2002
S1 Corporation August 2000 - December 2000
Wachovia August 1998 - August 2000
Skills
Cash Management, Competitive Analysis, Product Management, Strategy, Product Marketing, Banking, Payments, Product Development
Education
College of Charleston
Bachelor of Science, Business Administration
Gervonia (Williams) Robinson's Wachovia Experience July 2004 - September 2009
Job Compliance Associate II, TIAA CREF
Industry Financial Services
Experience
Wachovia, A Wells Fargo Company October 2009 - Present
Wachovia July 2004 - September 2009
Transamerica Reinsurance 1999 - 2004
Skills
Analysis, Finance, Accounting, Variance Analysis, Investments, Outlook, Access, Microsoft Excel, Microsoft Office, Microsoft Word
Education
College of Charleston 1995 — 1999
Accounting
Wachovia, A Wells Fargo Company October 2009 - Present
Wachovia July 2004 - September 2009
Transamerica Reinsurance 1999 - 2004
Skills
Analysis, Finance, Accounting, Variance Analysis, Investments, Outlook, Access, Microsoft Excel, Microsoft Office, Microsoft Word
Education
College of Charleston 1995 — 1999
Accounting
Leila O'Brien's Wachovia Experience June 2006 - April 2008
Job Financial Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2011 - Present
Wells Fargo April 2008 - March 2011
Wachovia June 2006 - April 2008
Wachovia May 2003 - June 2006
Wachovia March 2002 - May 2003
Wachovia June 2000 - March 2002
Skills
Risk Management, Banking, Loans, Financial Analysis, Portfolio Management
Education
Wake Forest University School of Business 2004 — 2006
MBA
Davidson College 1996 — 2000
Wells Fargo March 2011 - Present
Wells Fargo April 2008 - March 2011
Wachovia June 2006 - April 2008
Wachovia May 2003 - June 2006
Wachovia March 2002 - May 2003
Wachovia June 2000 - March 2002
Skills
Risk Management, Banking, Loans, Financial Analysis, Portfolio Management
Education
Wake Forest University School of Business 2004 — 2006
MBA
Davidson College 1996 — 2000
Asia LeFlore's Wachovia Experience November 2007 - October 2008
Job Corporate Recruiter at Aflac
Industry Human Resources
Experience
Aflac November 2013 - Present
PNC Financial Services April 2011 - December 2012
SourceRight Solutions, a division of Spherion 2010 - 2011
Wachovia November 2007 - October 2008
Wachovia January 2006 - January 2007
Robert Half International 2007 - 2007
HomeBanc Mortgage August 2003 - December 2005
SunTrust Bank February 2001 - August 2003
Total Systems January 1998 - February 2001
Skills
Recruiting, Sourcing, Applicant Tracking..., Talent Acquisition, Onboarding, Sales, Employee Relations, Cold Calling, Screening, SDLC, Technical Recruiting, College Recruiting, Screening Resumes, Internet Recruiting, Human Resources, Banking, Benefits Negotiation, Talent Management, Executive Search, Networking, PeopleSoft, Vendor Management, Contract Recruitment, Process Improvement, Hiring, Management, Leadership, Training, Information Technology
Education
Kennesaw State University 2000 — 2000
Columbus State University 1996 — 1998
A.S.
Aflac November 2013 - Present
PNC Financial Services April 2011 - December 2012
SourceRight Solutions, a division of Spherion 2010 - 2011
Wachovia November 2007 - October 2008
Wachovia January 2006 - January 2007
Robert Half International 2007 - 2007
HomeBanc Mortgage August 2003 - December 2005
SunTrust Bank February 2001 - August 2003
Total Systems January 1998 - February 2001
Skills
Recruiting, Sourcing, Applicant Tracking..., Talent Acquisition, Onboarding, Sales, Employee Relations, Cold Calling, Screening, SDLC, Technical Recruiting, College Recruiting, Screening Resumes, Internet Recruiting, Human Resources, Banking, Benefits Negotiation, Talent Management, Executive Search, Networking, PeopleSoft, Vendor Management, Contract Recruitment, Process Improvement, Hiring, Management, Leadership, Training, Information Technology
Education
Kennesaw State University 2000 — 2000
Columbus State University 1996 — 1998
A.S.
Sonya Levchenco's Wachovia Experience August 2003 - May 2007
Job Financial Services Professional
Industry Financial Services
Experience
Countrywide August 2007 - Present
Countrywide Full Spectrum Lending 2007 - 2008
Wachovia August 2003 - May 2007
BVI, Inc. January 2002 - March 2003
Education
Community College of Philadelphia 1990 — 1992
Associates, Accounting
Countrywide August 2007 - Present
Countrywide Full Spectrum Lending 2007 - 2008
Wachovia August 2003 - May 2007
BVI, Inc. January 2002 - March 2003
Education
Community College of Philadelphia 1990 — 1992
Associates, Accounting
Dave Rehage's Wachovia Experience 2006 - 2008
Job Banking Professional
Industry Banking
Experience
Premier Members Federal Credit Union June 2011 - Present
Wachovia Bank 2006 - 2008
Wachovia 2006 - 2008
World Savings 1986 - 2008
Skills
Loans, Mortgage Lending, Mortgage Banking, Credit, Banking, Customer Service, Retail Banking, Loan Origination, FHA, Real Estate
Education
Colorado State University 1979 — 1983
Bachelors, Business Adminstration
Premier Members Federal Credit Union June 2011 - Present
Wachovia Bank 2006 - 2008
Wachovia 2006 - 2008
World Savings 1986 - 2008
Skills
Loans, Mortgage Lending, Mortgage Banking, Credit, Banking, Customer Service, Retail Banking, Loan Origination, FHA, Real Estate
Education
Colorado State University 1979 — 1983
Bachelors, Business Adminstration
Lisa Nail's Wachovia Experience Technical AnalystWachovia Bank1994 - Present
Job Technical Analyst at Wachovia
Industry Banking
Experience
Wachovia Technical AnalystWachovia Bank1994 - Present
Education
County College of Morris
Wachovia Technical AnalystWachovia Bank1994 - Present
Education
County College of Morris
Sabrina Austin's Wachovia Experience 2005 - 2007
Job Vice President, Global Sourcing Manager, IT Services at CitiBank, New York
Industry Banking
Experience
Citibank April 2010 - Present
Bank of America January 2008 - February 2009
Wachovia Bank March 2007 - December 2007
Wachovia 2005 - 2007
Duke Energy 1992 - 2003
Skills
Project Management, Management Consulting, Outsourcing, Procurement, Supply Chain Management, Operations Management, Vendor Management, Global Sourcing, Sourcing, Leadership, Process Improvement, Strategic Sourcing, Business Process..., Strategic Planning, Cross-functional Team..., Strategy
Education
Davidson College 1988 — 1992
London School of Economics and Political Science 1991 — 1991
semester abroad, Business
Citibank April 2010 - Present
Bank of America January 2008 - February 2009
Wachovia Bank March 2007 - December 2007
Wachovia 2005 - 2007
Duke Energy 1992 - 2003
Skills
Project Management, Management Consulting, Outsourcing, Procurement, Supply Chain Management, Operations Management, Vendor Management, Global Sourcing, Sourcing, Leadership, Process Improvement, Strategic Sourcing, Business Process..., Strategic Planning, Cross-functional Team..., Strategy
Education
Davidson College 1988 — 1992
London School of Economics and Political Science 1991 — 1991
semester abroad, Business
Jana Beyo's Wachovia Experience April 1994 - Present
Job Looking for Employment
Industry Banking
Experience
Wachovia April 1994 - Present
Skills
Finance, Leadership, Customer Service, Financial Analysis, Analysis, SQL, Sales
Education
Cuesta College
Wachovia April 1994 - Present
Skills
Finance, Leadership, Customer Service, Financial Analysis, Analysis, SQL, Sales
Education
Cuesta College
Brooke Woods's Wachovia Experience 2004 - 2007
Job Software Engineer II at Orlando Health
Industry Information Technology and Services
Experience
Orlando Health July 2014 - Present
Sutter Physician Services February 2014 - July 2014
Sutter Physician Services May 2011 - February 2014
PhyServe Physician Services, Inc 2010 - April 2011
PhyServe Inc May 2008 - April 2011
MedicalEdge Healthcare Group 2008 - April 2011
Credit Solutions July 2007 - April 2008
Wachovia 2004 - 2007
Earthlink 1996 - 2003
Skills
Microsoft SQL Server, SSRS, T-SQL, PL/SQL, Crystal Reports, SSIS, Databases, Active Directory, Healthcare Information..., Business Analysis, Data Warehousing, Windows, Visual Studio, SQL, Software Documentation, Requirements Analysis, Visio, Integration, Agile Methodologies, Access
Education
Dallas County Community College 2003 — 2004
Orlando Health July 2014 - Present
Sutter Physician Services February 2014 - July 2014
Sutter Physician Services May 2011 - February 2014
PhyServe Physician Services, Inc 2010 - April 2011
PhyServe Inc May 2008 - April 2011
MedicalEdge Healthcare Group 2008 - April 2011
Credit Solutions July 2007 - April 2008
Wachovia 2004 - 2007
Earthlink 1996 - 2003
Skills
Microsoft SQL Server, SSRS, T-SQL, PL/SQL, Crystal Reports, SSIS, Databases, Active Directory, Healthcare Information..., Business Analysis, Data Warehousing, Windows, Visual Studio, SQL, Software Documentation, Requirements Analysis, Visio, Integration, Agile Methodologies, Access
Education
Dallas County Community College 2003 — 2004
Margaret Curry's Wachovia Experience February 2008 - July 2008
Job Loan Officer at Wachovia
Industry Banking
Experience
New York Life Insurance Company September 2008 - April 2012
Wachovia February 2008 - July 2008
Education
Columbia University in the City of New York
Master of Arts (M.A.), Medicine
Stony Brook University
New York Life Insurance Company September 2008 - April 2012
Wachovia February 2008 - July 2008
Education
Columbia University in the City of New York
Master of Arts (M.A.), Medicine
Stony Brook University
Lynn Lindsay's Wachovia Experience
Job Team Leader at Wachovia
Industry Banking
Experience
Wachovia
Education
Columbia College (SC) 1983 — 1985
Wachovia
Education
Columbia College (SC) 1983 — 1985
LaDonna Elkins's Wachovia Experience 1998 - 1999
Job President & CEO at L.D. Consulting Group, LLC
Industry Financial Services
Experience
Broker, REALTOR@ August 2015 - Present
L.D. Consulting Group, LLC January 2007 - Present
AVPOL International LLC 2009 - 2013
Charles Schwab 2003 - 2007
The Newport Group 1999 - 2002
Wachovia 1998 - 1999
Federated Investors 1996 - 1998
Dreyfus 1991 - 1996
Skills
Mutual Funds, Employee Benefits, Retirement, Retirement Planning, Investments, Leadership, Pensions, CRM, Analysis, 401k, Management, Training, Asset Allocation, Wealth Management, Quality Assurance, Financial Services, Finance
Education
Community College of Allegheny County 1985 — 1986
Accounting
Steel Center AVTS 1983 — 1985
Certificate, Computer Technology
American Society of Pension Professionals & Actuaries
QKA Designation
Broker, REALTOR@ August 2015 - Present
L.D. Consulting Group, LLC January 2007 - Present
AVPOL International LLC 2009 - 2013
Charles Schwab 2003 - 2007
The Newport Group 1999 - 2002
Wachovia 1998 - 1999
Federated Investors 1996 - 1998
Dreyfus 1991 - 1996
Skills
Mutual Funds, Employee Benefits, Retirement, Retirement Planning, Investments, Leadership, Pensions, CRM, Analysis, 401k, Management, Training, Asset Allocation, Wealth Management, Quality Assurance, Financial Services, Finance
Education
Community College of Allegheny County 1985 — 1986
Accounting
Steel Center AVTS 1983 — 1985
Certificate, Computer Technology
American Society of Pension Professionals & Actuaries
QKA Designation
David McAllister's Wachovia Experience August 2005 - December 2008
Job Senior Business Analyst Compliance
Industry Information Technology and Services
Experience
Wells Fargo April 2014 - Present
Ally Financial Inc. September 2011 - March 2014
Wells Fargo March 2010 - September 2011
Bank of America May 2009 - October 2009
Wachovia August 2005 - December 2008
Wachovia 2005 - 2008
Bank of America November 2004 - February 2005
Societe Generale April 2001 - November 2001
JP Morgan October 1991 - December 1999
Skills
Risk Management, Fixed Income, Financial Risk, Banking, Derivatives
Education
Columbia University - Columbia Business School 1976 — 1979
MBA, International Finance
Columbia University - School of International and Public Affairs 1976 — 1979
MIA, International Affairs
Yale University 1969 — 1973
Bachelor of Arts (B.A.), Russian, Central European, East European and Eurasian Studies
Wells Fargo April 2014 - Present
Ally Financial Inc. September 2011 - March 2014
Wells Fargo March 2010 - September 2011
Bank of America May 2009 - October 2009
Wachovia August 2005 - December 2008
Wachovia 2005 - 2008
Bank of America November 2004 - February 2005
Societe Generale April 2001 - November 2001
JP Morgan October 1991 - December 1999
Skills
Risk Management, Fixed Income, Financial Risk, Banking, Derivatives
Education
Columbia University - Columbia Business School 1976 — 1979
MBA, International Finance
Columbia University - School of International and Public Affairs 1976 — 1979
MIA, International Affairs
Yale University 1969 — 1973
Bachelor of Arts (B.A.), Russian, Central European, East European and Eurasian Studies
Robert Riolo's Wachovia Experience February 2003 - August 2009
Job Collateral Residential Appraisal Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank January 2011 - Present
Residential Valuation Services, a Wells Fargo Company 2009 - January 2011
Wachovia February 2003 - August 2009
World Savings January 1996 - January 2003
World Savings January 1995 - January 1995
World Savings October 1991 - January 1995
World Savings September 1988 - October 1991
Xerox Corporation April 1980 - August 1988
Education
Santa Clara University 1983 — 1985
MBA, Finance
San Diego State University-California State University 1978 — 1979
B. A., Accounting
San Jose State University 1977 — 1978
De Anza College 1975 — 1977
A.A.
Wells Fargo Bank January 2011 - Present
Residential Valuation Services, a Wells Fargo Company 2009 - January 2011
Wachovia February 2003 - August 2009
World Savings January 1996 - January 2003
World Savings January 1995 - January 1995
World Savings October 1991 - January 1995
World Savings September 1988 - October 1991
Xerox Corporation April 1980 - August 1988
Education
Santa Clara University 1983 — 1985
MBA, Finance
San Diego State University-California State University 1978 — 1979
B. A., Accounting
San Jose State University 1977 — 1978
De Anza College 1975 — 1977
A.A.
Rodney Francisque's Wachovia Experience 2001 - 2005
Job Financial Center Leader at BB&T
Industry Banking
Experience
branch banking & trust co August 2013 - Present
BB&T November 2005 - August 2013
Wachovia, A Wells Fargo Company May 2001 - November 2005
Wells Fargo 2001 - 2005
Wachovia 2001 - 2005
Education
Concordia University 1982 — 1985
business
branch banking & trust co August 2013 - Present
BB&T November 2005 - August 2013
Wachovia, A Wells Fargo Company May 2001 - November 2005
Wells Fargo 2001 - 2005
Wachovia 2001 - 2005
Education
Concordia University 1982 — 1985
business
Stu Ratcliffe's Wachovia Experience May 1987 - April 1988
Job at First Coast Energy
Industry Real Estate
Experience
Murphy Land and Retail Director of Real EstateFirst Coast EnergyJune 2010 - Present
Zaremba Group 2005 - 2008
Amerada Hess Corporation 2000 - 2005
Unicorp Development July 1999 - March 2000
7-Eleven April 1990 - July 1999
Wachovia May 1987 - April 1988
7-Eleven November 1983 - April 1987
Silver Companies 1985 - 1987
Signet Bank 1984 - 1985
Skills
Negotiation, Real Estate Development, Leases, Location Intelligence, Disposition
Education
College of Charleston 1961 — 1965
BS, Chemistry
Murphy Land and Retail Director of Real EstateFirst Coast EnergyJune 2010 - Present
Zaremba Group 2005 - 2008
Amerada Hess Corporation 2000 - 2005
Unicorp Development July 1999 - March 2000
7-Eleven April 1990 - July 1999
Wachovia May 1987 - April 1988
7-Eleven November 1983 - April 1987
Silver Companies 1985 - 1987
Signet Bank 1984 - 1985
Skills
Negotiation, Real Estate Development, Leases, Location Intelligence, Disposition
Education
College of Charleston 1961 — 1965
BS, Chemistry
Sean Waybright's Wachovia Experience 1990 - 2005
Job Business Development Officer at Meadows Bank
Industry Financial Services
Experience
Meadows Bank June 2012 - Present
CIT Small Business Lending April 2005 - February 2011
The CIT Group 2005 - February 2011
Wachovia 1990 - 2005
Guaranty Bank 1987 - 1990
Skills
SBA, Small Business Lending, Commercial Lending, Commercial Mortgages, Loans, Credit Analysis, Credit, Commercial Banking, Underwriting, Banking, Loan Origination, Commercial Finance, Financial Analysis, Construction Loans, Business Acquisition, Credit Risk, Real Estate, USDA, Funding, Real Estate Financing, SBA 504, Cash Flow Lending, Refinance, Financial Structuring, Real Estate Economics, Valuation, Small Business, Risk Management, Mortgage Underwriting, Commercial Real Estate, Financial Risk, Structured Finance, Mergers & Acquisitions, Finance, Business Development, Financial Services, Executive Management
Education
Colorado State University 1981 — 1986
Finance
Meadows Bank June 2012 - Present
CIT Small Business Lending April 2005 - February 2011
The CIT Group 2005 - February 2011
Wachovia 1990 - 2005
Guaranty Bank 1987 - 1990
Skills
SBA, Small Business Lending, Commercial Lending, Commercial Mortgages, Loans, Credit Analysis, Credit, Commercial Banking, Underwriting, Banking, Loan Origination, Commercial Finance, Financial Analysis, Construction Loans, Business Acquisition, Credit Risk, Real Estate, USDA, Funding, Real Estate Financing, SBA 504, Cash Flow Lending, Refinance, Financial Structuring, Real Estate Economics, Valuation, Small Business, Risk Management, Mortgage Underwriting, Commercial Real Estate, Financial Risk, Structured Finance, Mergers & Acquisitions, Finance, Business Development, Financial Services, Executive Management
Education
Colorado State University 1981 — 1986
Finance
Jim Hyland's Wachovia Experience June 2007 - June 2009
Job Foreign Exchange Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank 2009 - Present
Wachovia June 2007 - June 2009
Federated Investors June 2006 - August 2006
Skills
Series 7, Series 63, Financial Modeling, Bloomberg, Capital Markets, Investments, Fixed Income, Derivatives, Credit, Portfolio Management, Securities, Financial Analysis, Options, Bonds, Commercial Lending, Financial Risk, Foreign Exchange, Hedging
Education
Cornell University 2003 — 2007
Applied Economics & Management
Central Catholic High School
Wells Fargo Bank 2009 - Present
Wachovia June 2007 - June 2009
Federated Investors June 2006 - August 2006
Skills
Series 7, Series 63, Financial Modeling, Bloomberg, Capital Markets, Investments, Fixed Income, Derivatives, Credit, Portfolio Management, Securities, Financial Analysis, Options, Bonds, Commercial Lending, Financial Risk, Foreign Exchange, Hedging
Education
Cornell University 2003 — 2007
Applied Economics & Management
Central Catholic High School
Kenneth Caswell's Wachovia Experience 2003 - 2004
Job Senior Database Administrator at Victor O. Schinnerer & Co., Inc.
Industry Computer Software
Experience
Victor O. Schinnerer & Co., Inc. October 2011 - Present
Callidus Software January 2008 - April 2009
The Alexander Group 2004 - 2009
Compensation Technologies April 2004 - January 2008
Wachovia 2003 - 2004
Applied Planning International 1998 - 2002
Cap Gemini 1981 - 1983
Skills
SQL, Business Analysis, Requirements Analysis, Program Management, Actuate Report, Crystal Reports, Data Modeling, Data Warehouse..., Data Analysis, Database Administration, SSIS, Integration, Spotfire, Business Intelligence..., Embarcadero, Microsoft SQL Server, XML, Oracle PL/SQL..., Visual Basic, Visual Studio, SSRS, TrueComp, Language Teaching, German, Business Intelligence
Education
Colorado Technical University-Online 2013 — 2014
Master's Degree, Computer Science
Colorado Technical University-Online 2010 — 2013
Bachelor of Science (BS), Information Technology
Colorado Technical University 2009 — 2010
AS, General Studies
Victor O. Schinnerer & Co., Inc. October 2011 - Present
Callidus Software January 2008 - April 2009
The Alexander Group 2004 - 2009
Compensation Technologies April 2004 - January 2008
Wachovia 2003 - 2004
Applied Planning International 1998 - 2002
Cap Gemini 1981 - 1983
Skills
SQL, Business Analysis, Requirements Analysis, Program Management, Actuate Report, Crystal Reports, Data Modeling, Data Warehouse..., Data Analysis, Database Administration, SSIS, Integration, Spotfire, Business Intelligence..., Embarcadero, Microsoft SQL Server, XML, Oracle PL/SQL..., Visual Basic, Visual Studio, SSRS, TrueComp, Language Teaching, German, Business Intelligence
Education
Colorado Technical University-Online 2013 — 2014
Master's Degree, Computer Science
Colorado Technical University-Online 2010 — 2013
Bachelor of Science (BS), Information Technology
Colorado Technical University 2009 — 2010
AS, General Studies
Scott Loftin's Wachovia Experience August 2006 - December 2009
Job Director, USAA, Veteran USAF
Industry Financial Services
Experience
USAA January 2013 - Present
Wells Fargo Home Mortgage December 2011 - Present
Wells Fargo Home Mortgage January 2010 - December 2011
Wachovia August 2006 - December 2009
AmeriCredit 1999 - 2005
Skills
Call Center, Call Centers, Coaching, Credit, Loans, Leadership Development, Mortgage Banking, Management, Training, Analysis, Loss Mitigation, Finance, Process Improvement, Team Leadership, Banking
Education
Dallas Baptist University 2001 — 2006
Masters, Counseling
USAA January 2013 - Present
Wells Fargo Home Mortgage December 2011 - Present
Wells Fargo Home Mortgage January 2010 - December 2011
Wachovia August 2006 - December 2009
AmeriCredit 1999 - 2005
Skills
Call Center, Call Centers, Coaching, Credit, Loans, Leadership Development, Mortgage Banking, Management, Training, Analysis, Loss Mitigation, Finance, Process Improvement, Team Leadership, Banking
Education
Dallas Baptist University 2001 — 2006
Masters, Counseling
Karen Lindley's Wachovia Experience August 2004 - October 2008
Job Experienced Management Professional
Industry Banking
Experience
Wells Fargo Home Mortgage January 2011 - Present
Wells Fargo Home Mortgage January 2010 - December 2010
Home Savings of America July 2009 - December 2009
PMI Mortgage Insurance Co. May 2009 - July 2009
Wachovia August 2004 - October 2008
World Savings September 1998 - August 2004
World Savings 1997 - 1998
World Savings 1996 - 1997
World Savings 1994 - 1996
World Savings 1992 - 1994
Skills
Mortgage Lending, Training, Loans, Loan Origination, Underwriting, Leadership, Financial Risk, Management, Mortgage Banking, Portfolio Management, Banking, Analysis
Education
De Anza College
Principals of Bank Operations
Wells Fargo Home Mortgage January 2011 - Present
Wells Fargo Home Mortgage January 2010 - December 2010
Home Savings of America July 2009 - December 2009
PMI Mortgage Insurance Co. May 2009 - July 2009
Wachovia August 2004 - October 2008
World Savings September 1998 - August 2004
World Savings 1997 - 1998
World Savings 1996 - 1997
World Savings 1994 - 1996
World Savings 1992 - 1994
Skills
Mortgage Lending, Training, Loans, Loan Origination, Underwriting, Leadership, Financial Risk, Management, Mortgage Banking, Portfolio Management, Banking, Analysis
Education
De Anza College
Principals of Bank Operations
Al Ziegler's Wachovia Experience December 1974 - January 2004
Job Vice President at Citizens Bank
Industry Banking
Experience
Citizens Bank March 2010 - Present
Royal Bank America January 2004 - February 2009
wachovia December 1974 - January 2004
Education
Dartmouth College
BA
Citizens Bank March 2010 - Present
Royal Bank America January 2004 - February 2009
wachovia December 1974 - January 2004
Education
Dartmouth College
BA
Wayne Beyer's Wachovia Experience December 2005 - Present
Job VP at Wells Fargo Bank, NA
Industry Banking
Experience
Wachovia December 2005 - Present
Wachovia Bank December 2005 - Present
Wachovia, A Wells Fargo Company 2002 - 2005
Skills
Loans, Mortgage Lending, Banking, Commercial Lending, Credit, Underwriting, Consumer Lending, Credit Analysis, Risk Management, Financial Services, Relationship Management, Portfolio Management, Loan Origination
Education
County College of Morris
Associates, Business Management
Wachovia December 2005 - Present
Wachovia Bank December 2005 - Present
Wachovia, A Wells Fargo Company 2002 - 2005
Skills
Loans, Mortgage Lending, Banking, Commercial Lending, Credit, Underwriting, Consumer Lending, Credit Analysis, Risk Management, Financial Services, Relationship Management, Portfolio Management, Loan Origination
Education
County College of Morris
Associates, Business Management
Jon Utley's Wachovia Experience 2001 - 2009
Job Line of Business Relationship Manager at Wells Fargo Bank
Industry Real Estate
Experience
Wells Fargo Bank June 1993 - Present
Wells Fargo Bank August 2009 - January 2012
Wachovia 2001 - 2009
Interstate/Johnson Lane 1993 - 2001
Computervison Corporation 1986 - 1993
Skills
Real Estate, Executive Management, Portfolio Management, Asset Managment, Financial Analysis, Risk Management, Strategic Planning, Consulting, Negotiation, Project Management, Due Diligence, Program Management, Budget, Marketing, Vendor Management, Mergers, Communications Planning, Relationship Management, Mentoring Of Staff, Customer Experience, Budgets, Mergers & Acquisitions
Education
Taylor University 1974 — 1978
BS
D'Amore-McKim School of Business at Northeastern University
Business
Wells Fargo Bank June 1993 - Present
Wells Fargo Bank August 2009 - January 2012
Wachovia 2001 - 2009
Interstate/Johnson Lane 1993 - 2001
Computervison Corporation 1986 - 1993
Skills
Real Estate, Executive Management, Portfolio Management, Asset Managment, Financial Analysis, Risk Management, Strategic Planning, Consulting, Negotiation, Project Management, Due Diligence, Program Management, Budget, Marketing, Vendor Management, Mergers, Communications Planning, Relationship Management, Mentoring Of Staff, Customer Experience, Budgets, Mergers & Acquisitions
Education
Taylor University 1974 — 1978
BS
D'Amore-McKim School of Business at Northeastern University
Business
Nedra Morant's Wachovia Experience May 2003 - July 2006
Job Treasury Management Client Services
Industry Banking
Experience
Wells Fargo February 2014 - Present
Wells Fargo July 2012 - February 2014
Wells Fargo December 2009 - July 2012
Wachovia Bank July 2006 - December 2009
Wachovia May 2003 - July 2006
Wachovia October 2000 - May 2003
Skills
Banking, Vendor Management, Time Management, Customer Satisfaction, Project Management, Employee Relations, Customer Service, Human Resources, SharePoint, Coaching, Training, Process Improvement, Visio, Team Building, System Administration, Management, Lotus Notes, Employee Training, Program Management, Microsoft Excel, Strategic Planning, Microsoft Office, Call Center, Access, Customer Experience, Staff Development, Team Leadership, Leadership, Recruiting, Software Documentation, Analysis, Business Analysis, Outlook, Administration, Performance Management, Risk Management, Project Planning, Employee Benefits, Change Management, Budgets, PowerPoint, Call Centers
Education
Colorado Technical University 2006 — 2007
MBA, Human Resources Management
Johnson C. Smith University - JCSU 1993 — 1998
B.A., Elementary Education
Wells Fargo February 2014 - Present
Wells Fargo July 2012 - February 2014
Wells Fargo December 2009 - July 2012
Wachovia Bank July 2006 - December 2009
Wachovia May 2003 - July 2006
Wachovia October 2000 - May 2003
Skills
Banking, Vendor Management, Time Management, Customer Satisfaction, Project Management, Employee Relations, Customer Service, Human Resources, SharePoint, Coaching, Training, Process Improvement, Visio, Team Building, System Administration, Management, Lotus Notes, Employee Training, Program Management, Microsoft Excel, Strategic Planning, Microsoft Office, Call Center, Access, Customer Experience, Staff Development, Team Leadership, Leadership, Recruiting, Software Documentation, Analysis, Business Analysis, Outlook, Administration, Performance Management, Risk Management, Project Planning, Employee Benefits, Change Management, Budgets, PowerPoint, Call Centers
Education
Colorado Technical University 2006 — 2007
MBA, Human Resources Management
Johnson C. Smith University - JCSU 1993 — 1998
B.A., Elementary Education
Linda Redding's Wachovia Experience April 2006 - February 2008
Job National Sales Manager, Wells Fargo Equipment Finance
Industry Banking
Experience
Wells Fargo Equipment Finance May 2012 - Present
Wells Fargo Equipment Finance February 2008 - April 2012
Wachovia April 2006 - February 2008
Wachovia August 1999 - April 2006
Wachovia August 1995 - July 1999
Johns Manville June 1993 - August 1995
Skills
Finance, Corporate Finance, Start-ups, Investments, Capital Markets, Investment Banking, Financial Services, Analytics, Loans, Leadership, Management
Education
Converse College 1984 — 1988
BA, Politics, Business Administration
Wells Fargo Equipment Finance May 2012 - Present
Wells Fargo Equipment Finance February 2008 - April 2012
Wachovia April 2006 - February 2008
Wachovia August 1999 - April 2006
Wachovia August 1995 - July 1999
Johns Manville June 1993 - August 1995
Skills
Finance, Corporate Finance, Start-ups, Investments, Capital Markets, Investment Banking, Financial Services, Analytics, Loans, Leadership, Management
Education
Converse College 1984 — 1988
BA, Politics, Business Administration
Nachette Hadden's Wachovia Experience 2005 - 2007
Job Structured Finance Transaction Manager
Industry Banking
Experience
Wells Fargo Commercial Mortgage Servicing February 2011 - Present
Wachovia Bank May 1998 - February 2011
Wachovia 2005 - 2007
Skills
Portfolio Management, Asset Managment, Financial Structuring, Structured Finance, Asset Management, CMBS
Education
Davidson College 1995 — 1999
Bachelor of Arts, Economics
Wells Fargo Commercial Mortgage Servicing February 2011 - Present
Wachovia Bank May 1998 - February 2011
Wachovia 2005 - 2007
Skills
Portfolio Management, Asset Managment, Financial Structuring, Structured Finance, Asset Management, CMBS
Education
Davidson College 1995 — 1999
Bachelor of Arts, Economics
Michael Ciesla's Wachovia Experience April 1996 - July 2011
Job Customer Service Representative at Virginia Department of Taxation
Industry Banking
Experience
Virginia Department of Taxation December 2010 - Present
Wachovia April 1996 - July 2011
Baird & Warner April 1991 - April 1996
Skills
Payroll, Accounting, Project Management, Research, Program Management, Budgets, Windows, Forecasting, Instructional Design
Education
Strayer University 2004 — 2009
MBA, Business Management
Columbia College Chicago 1974 — 1980
BA, Liberal Arts
Virginia Department of Taxation December 2010 - Present
Wachovia April 1996 - July 2011
Baird & Warner April 1991 - April 1996
Skills
Payroll, Accounting, Project Management, Research, Program Management, Budgets, Windows, Forecasting, Instructional Design
Education
Strayer University 2004 — 2009
MBA, Business Management
Columbia College Chicago 1974 — 1980
BA, Liberal Arts
Jennifer Christoffersen's Wachovia Experience January 2001 - March 2009
Job at Samuel Strapping Systems
Industry Packaging and Containers
Experience
Samuel Strapping Systems October 2008 - Present
Wachovia January 2001 - March 2009
Skills
Customer Service, Sales, Team Building, Inventory Management, Account Management, Forecasting, Sales Management, Process Improvement, Customer Satisfaction, Budgets, New Business Development, Strategic Planning, Product Development, Supply Chain
Education
University of Phoenix 2009 — 2011
BS, Business Administration
College of DuPage 2002 — 2006
Associates, General Studies with concentration in Business
Samuel Strapping Systems October 2008 - Present
Wachovia January 2001 - March 2009
Skills
Customer Service, Sales, Team Building, Inventory Management, Account Management, Forecasting, Sales Management, Process Improvement, Customer Satisfaction, Budgets, New Business Development, Strategic Planning, Product Development, Supply Chain
Education
University of Phoenix 2009 — 2011
BS, Business Administration
College of DuPage 2002 — 2006
Associates, General Studies with concentration in Business
Patrick Eleazer's Wachovia Experience August 2000 - August 2012
Job AVP, Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors August 2012 - Present
Boy Scouts of America January 2010 - Present
Wachovia August 2000 - August 2012
Wachovia, A Wells Fargo Company March 1998 - August 2000
American Express 1986 - 1998
Education
Midlands Technical College 1984 — 1986
Computer Data Processing
College of Charleston 1982 — 1984
Marine Sciences
Batesburg-Leesville HS
Wells Fargo Advisors August 2012 - Present
Boy Scouts of America January 2010 - Present
Wachovia August 2000 - August 2012
Wachovia, A Wells Fargo Company March 1998 - August 2000
American Express 1986 - 1998
Education
Midlands Technical College 1984 — 1986
Computer Data Processing
College of Charleston 1982 — 1984
Marine Sciences
Batesburg-Leesville HS
Adam York's Wachovia Experience June 2006 - March 2009
Job Senior Consultant at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting October 2012 - Present
BIA Digital Partners May 2011 - August 2011
Wells Fargo Securities March 2009 - May 2010
Wachovia June 2006 - March 2009
Wachovia May 2005 - July 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
Master of Business Administration (MBA), Management Consulting
Davidson College 2002 — 2006
Bachelor of Arts (B.A.), Economics
Providence Day School 1989 — 2002
Deloitte Consulting October 2012 - Present
BIA Digital Partners May 2011 - August 2011
Wells Fargo Securities March 2009 - May 2010
Wachovia June 2006 - March 2009
Wachovia May 2005 - July 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
Master of Business Administration (MBA), Management Consulting
Davidson College 2002 — 2006
Bachelor of Arts (B.A.), Economics
Providence Day School 1989 — 2002
Joe Jablonski's Wachovia Experience 1990 - 2007
Job Independent Computer Hardware Professional
Industry Computer Hardware
Experience
World Savings 1990 - 2007
World Savings and Loan Association, Golden West Financial 1990 - 2007
Wachovia 1990 - 2007
Skills
Disaster Recovery
Education
Cuyahoga Community College
AA, English
World Savings 1990 - 2007
World Savings and Loan Association, Golden West Financial 1990 - 2007
Wachovia 1990 - 2007
Skills
Disaster Recovery
Education
Cuyahoga Community College
AA, English
Dalt Ruffin's Wachovia Experience 2002 - 2009
Job Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2009 - Present
Wachovia 2002 - 2009
Wachovia Bank 2000 - 2002
Parks Consulting 1997 - 2000
First Union National Bank 1985 - 1993
Northwestern Bank 1980 - 1985
Education
Cornell University - Johnson Graduate School of Management 1993 — 1995
University of North Carolina at Chapel Hill 1976 — 1980
BS, Business Administration
Wells Fargo 2009 - Present
Wachovia 2002 - 2009
Wachovia Bank 2000 - 2002
Parks Consulting 1997 - 2000
First Union National Bank 1985 - 1993
Northwestern Bank 1980 - 1985
Education
Cornell University - Johnson Graduate School of Management 1993 — 1995
University of North Carolina at Chapel Hill 1976 — 1980
BS, Business Administration
Catherine Espinoza's Wachovia Experience August 2006 - February 2009
Job Mortgage Loan Processor at USAA
Industry Financial Services
Experience
USAA June 2010 - Present
Wachovia August 2006 - February 2009
World Savings January 2002 - August 2006
World Savings January 1999 - January 2002
U.S. Air Force January 1976 - January 1997
Skills
Management, Loans, Mortgage Lending, Business Process, MS Project, Testing, General Ledger
Education
University of Phoenix 2009 — 2010
Business Administration and Management, General
Community College of the Air Force 1981 — 1989
Associates of Science, Administrative Management
USAA June 2010 - Present
Wachovia August 2006 - February 2009
World Savings January 2002 - August 2006
World Savings January 1999 - January 2002
U.S. Air Force January 1976 - January 1997
Skills
Management, Loans, Mortgage Lending, Business Process, MS Project, Testing, General Ledger
Education
University of Phoenix 2009 — 2010
Business Administration and Management, General
Community College of the Air Force 1981 — 1989
Associates of Science, Administrative Management
Sophie (Evans) Boroditsky (Evans)'s Wachovia Experience March 2004 - August 2009
Job Trading Systems and Technology Leader
Industry Financial Services
Experience
STG June 2013 - Present
Soros Fund Management August 2009 - January 2013
Wachovia March 2004 - August 2009
Merrill Lynch March 2002 - March 2004
StarMedia February 1999 - March 2002
James Martin & Co. September 1997 - February 1999
Nab Construction September 1995 - September 1997
Skills
Bloomberg, Capital Markets, Asset Management, Trading, Equities, Fixed Income, Trading Systems, Derivatives, Portfolio Management, Electronic Trading, Equity Derivatives, Valuation, Equity Trading, Investment Banking, Hedge Funds, Options, Alternative Investments, Market Data
Education
Columbia Engineering 1990 — 1995
MS and BS
STG June 2013 - Present
Soros Fund Management August 2009 - January 2013
Wachovia March 2004 - August 2009
Merrill Lynch March 2002 - March 2004
StarMedia February 1999 - March 2002
James Martin & Co. September 1997 - February 1999
Nab Construction September 1995 - September 1997
Skills
Bloomberg, Capital Markets, Asset Management, Trading, Equities, Fixed Income, Trading Systems, Derivatives, Portfolio Management, Electronic Trading, Equity Derivatives, Valuation, Equity Trading, Investment Banking, Hedge Funds, Options, Alternative Investments, Market Data
Education
Columbia Engineering 1990 — 1995
MS and BS
Gary E. Martin's Wachovia Experience May 2005 - December 2008
Job Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2012 - Present
Wells Fargo January 2009 - September 2012
Wachovia May 2005 - December 2008
Hearst Magazines 1998 - 2005
Skills
Direct Marketing, Marketing Strategy, Strategic Planning, Marketing Analytics, Analytics
Education
Consumer Bankers Association Graduate School of Retail Banking Management 2006 — 2009
CPCC 2005 — 2005
Green Belt, Six Sigma
College of Charleston 1997 — 1998
BS, Business Administration
College of Charleston 1991 — 1996
BA, Corporate Communications
Wells Fargo September 2012 - Present
Wells Fargo January 2009 - September 2012
Wachovia May 2005 - December 2008
Hearst Magazines 1998 - 2005
Skills
Direct Marketing, Marketing Strategy, Strategic Planning, Marketing Analytics, Analytics
Education
Consumer Bankers Association Graduate School of Retail Banking Management 2006 — 2009
CPCC 2005 — 2005
Green Belt, Six Sigma
College of Charleston 1997 — 1998
BS, Business Administration
College of Charleston 1991 — 1996
BA, Corporate Communications
Daniel (Yanhui) Wang's Wachovia Experience March 2003 - July 2008
Job Director at Deutsche Bank. Author of DPM/DBMM prepayment model available at Bloomberg
Industry Capital Markets
Experience
Deutsche Bank July 2008 - Present
Wachovia March 2003 - July 2008
Goldman Sachs 2001 - 2003
RBS Greenwich Capital 1999 - 2001
IBM 1994 - 1999
Skills
Fixed Income, Derivatives, Capital Markets, Bloomberg, Analytics, Portfolio Management, Hedge Funds, Valuation, MBS, Equities, Investment Banking, Finance, Market Risk, Financial Modeling, Risk Management, Structured Products
Education
Columbia University in the City of New York 1994 — 1999
PhD
University of Science and Technology of China 1984 — 1992
BS
Deutsche Bank July 2008 - Present
Wachovia March 2003 - July 2008
Goldman Sachs 2001 - 2003
RBS Greenwich Capital 1999 - 2001
IBM 1994 - 1999
Skills
Fixed Income, Derivatives, Capital Markets, Bloomberg, Analytics, Portfolio Management, Hedge Funds, Valuation, MBS, Equities, Investment Banking, Finance, Market Risk, Financial Modeling, Risk Management, Structured Products
Education
Columbia University in the City of New York 1994 — 1999
PhD
University of Science and Technology of China 1984 — 1992
BS
Vince Long's Wachovia Experience March 2008 - October 2010
Job SVP Customer Information & Risk Management at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank November 2010 - Present
Wachovia March 2008 - October 2010
Wachovia Bank August 1996 - March 2008
Small Business Financial Exchange 2004 - 2006
Education
Davidson College 1977 — 1981
Wells Fargo Bank November 2010 - Present
Wachovia March 2008 - October 2010
Wachovia Bank August 1996 - March 2008
Small Business Financial Exchange 2004 - 2006
Education
Davidson College 1977 — 1981
Galen Stout's Wachovia Experience 2005 - 2007
Job Licensed Massage Therapist NC License # 8627
Industry Health, Wellness and Fitness
Experience
Intuitive Touch February 2009 - Present
Wachovia 2005 - 2007
Wachovia 2004 - 2005
Boulder County Youth Corps 1995 - 2003
Education
Guilford Technical Community College 2008 — 2009
Massage Therapy
Colorado State University 2000 — 2004
Bachelors of Science, Business Administration concentration in Management
Intuitive Touch February 2009 - Present
Wachovia 2005 - 2007
Wachovia 2004 - 2005
Boulder County Youth Corps 1995 - 2003
Education
Guilford Technical Community College 2008 — 2009
Massage Therapy
Colorado State University 2000 — 2004
Bachelors of Science, Business Administration concentration in Management
Warren Cooksey's Wachovia Experience January 2002 - January 2010
Job Director of Outreach and Community Affairs
Industry Public Relations and Communications
Experience
North Carolina Department of Transportation - Division 10 April 2014 - Present
City of Charlotte December 2007 - December 2013
Wachovia January 2002 - January 2010
City of Charlotte April 2000 - June 2007
Charlotte Convention and Visitors Bureau July 2003 - June 2004
First Union Corporation June 1996 - January 2002
The Charlotte Observer January 2000 - December 2000
First Union Corporation November 1995 - June 1996
First Union Mortgage Corporation November 1994 - November 1995
Wake County Public School System May 1992 - June 1994
Skills
Analysis, Budgets, Communication, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Governance, Government, Leadership, Performance Metrics, Politics, Policy Analysis, Public Policy, Public Relations, Public Speaking, Research, Strategic Planning, Writing
Education
Davidson College 1988 — 1992
B.A., History
North Carolina Department of Transportation - Division 10 April 2014 - Present
City of Charlotte December 2007 - December 2013
Wachovia January 2002 - January 2010
City of Charlotte April 2000 - June 2007
Charlotte Convention and Visitors Bureau July 2003 - June 2004
First Union Corporation June 1996 - January 2002
The Charlotte Observer January 2000 - December 2000
First Union Corporation November 1995 - June 1996
First Union Mortgage Corporation November 1994 - November 1995
Wake County Public School System May 1992 - June 1994
Skills
Analysis, Budgets, Communication, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Governance, Government, Leadership, Performance Metrics, Politics, Policy Analysis, Public Policy, Public Relations, Public Speaking, Research, Strategic Planning, Writing
Education
Davidson College 1988 — 1992
B.A., History
Vanessa Meacham-Cherry's Wachovia Experience 1999 - 2004
Job Communication Manager at Wells Fargo Insurance
Industry Writing and Editing
Experience
Wells Fargo November 2012 - Present
Bank of America April 2011 - November 2012
Bank of America November 2009 - March 2011
Bank of America 2004 - November 2009
Wachovia 1999 - 2004
Dazey Corporation January 1995 - June 1996
WCTI TV January 1992 - June 1994
WDAF TV 1994 - 1994
Skills
Change Management, Project Management, Management, Risk Management, Business Strategy, Training, Vendor Management, Project Planning, Team Building, Process Improvement, Program Management, Corporate Communications, Enterprise Software, Banking, Human Resources
Education
Columbia College Chicago 1990 — 1992
BA, Liberal Arts
Columbia College Chicago
Wells Fargo November 2012 - Present
Bank of America April 2011 - November 2012
Bank of America November 2009 - March 2011
Bank of America 2004 - November 2009
Wachovia 1999 - 2004
Dazey Corporation January 1995 - June 1996
WCTI TV January 1992 - June 1994
WDAF TV 1994 - 1994
Skills
Change Management, Project Management, Management, Risk Management, Business Strategy, Training, Vendor Management, Project Planning, Team Building, Process Improvement, Program Management, Corporate Communications, Enterprise Software, Banking, Human Resources
Education
Columbia College Chicago 1990 — 1992
BA, Liberal Arts
Columbia College Chicago
Courtney Valiga's Wachovia Experience 2006 - 2009
Job Corporate Credit Team Associate at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank 2009 - Present
Wells Fargo 2009 - 2009
Wachovia 2006 - 2009
Skills
Loans, Credit Analysis, Financial Modeling, Credit Risk, Portfolio Management, Investments, Credit, Financial Analysis, Banking
Education
Davidson College 2002 — 2006
BA, Economics
Wells Fargo Bank 2009 - Present
Wells Fargo 2009 - 2009
Wachovia 2006 - 2009
Skills
Loans, Credit Analysis, Financial Modeling, Credit Risk, Portfolio Management, Investments, Credit, Financial Analysis, Banking
Education
Davidson College 2002 — 2006
BA, Economics
Frank Spence's Wachovia Experience 1969 - 2002
Job Senior Consultant, Matthews,Young Management Consulting
Industry Banking
Experience
Matthews, Young & Associates, Inc. April 2012 - Present
BlueSouth, LLC January 2009 - March 2012
Spence Consulting, Inc 2003 - December 2008
Wachovia 1969 - 2002
Skills
Banking, Strategic Planning, Commercial Lending, Loans, Performance Management, Credit Risk, Credit Analysis, Capital Markets, Risk Management, Credit, Investments, Financial Analysis, Commercial Banking, Mergers, Mergers & Acquisitions, Business Planning, Portfolio Management, Retail Banking, Financial Risk, Cash Management, Executive Management, Finance, Financial Services, Strategy, Strategic Financial..., Underwriting, Corporate Finance, Valuation, Investment Banking, Due Diligence, Private Equity, Enterprise Risk..., Financial Institutions, Asset Management, Treasury Management, Financial Modeling, Financial Advisory
Education
Davidson College 1965 — 1969
Bachelor's degree, Psychology
Matthews, Young & Associates, Inc. April 2012 - Present
BlueSouth, LLC January 2009 - March 2012
Spence Consulting, Inc 2003 - December 2008
Wachovia 1969 - 2002
Skills
Banking, Strategic Planning, Commercial Lending, Loans, Performance Management, Credit Risk, Credit Analysis, Capital Markets, Risk Management, Credit, Investments, Financial Analysis, Commercial Banking, Mergers, Mergers & Acquisitions, Business Planning, Portfolio Management, Retail Banking, Financial Risk, Cash Management, Executive Management, Finance, Financial Services, Strategy, Strategic Financial..., Underwriting, Corporate Finance, Valuation, Investment Banking, Due Diligence, Private Equity, Enterprise Risk..., Financial Institutions, Asset Management, Treasury Management, Financial Modeling, Financial Advisory
Education
Davidson College 1965 — 1969
Bachelor's degree, Psychology
James Alan Ray, CDCDP's Wachovia Experience October 2007 - February 2010
Job Certified Data Center Designer/Planner at Wells Fargo Bank
Industry Information Technology and Services
Experience
Wells Fargo Bank February 2010 - Present
Wachovia October 2007 - February 2010
Infocrossing 2000 - 2004
Morgan Stanley March 2001 - September 2001
Federated Systems Group 1990 - 2000
Skills
Data Center Design,..., Facilities Management, Vendor Management, Disaster Recovery, Business Continuity, Security, Project Management, Integration, Process Improvement, Infrastructure, Cloud Computing, Enterprise Architecture, SDLC
Education
DeVry 1985 — 1986
Associate of Arts and Sciences (AAS), Electronincs
Dekalb Community College 1981 — 1982
EMT, Emergency Medical Technology/Technician (EMT Paramedic)
Wells Fargo Bank February 2010 - Present
Wachovia October 2007 - February 2010
Infocrossing 2000 - 2004
Morgan Stanley March 2001 - September 2001
Federated Systems Group 1990 - 2000
Skills
Data Center Design,..., Facilities Management, Vendor Management, Disaster Recovery, Business Continuity, Security, Project Management, Integration, Process Improvement, Infrastructure, Cloud Computing, Enterprise Architecture, SDLC
Education
DeVry 1985 — 1986
Associate of Arts and Sciences (AAS), Electronincs
Dekalb Community College 1981 — 1982
EMT, Emergency Medical Technology/Technician (EMT Paramedic)
James McGreggor's Wachovia Experience July 2001 - February 2004
Job Mobile Build Lead at BMW
Industry Information Technology and Services
Experience
BMW Group March 2014 - Present
BMW Group March 2010 - March 2014
TEKsystems June 2009 - December 2009
Roechling Automotive June 2008 - March 2009
Robert Half Technology June 2007 - June 2008
Advanced Technology Services November 2005 - June 2007
Bank of America March 2004 - March 2005
Wachovia July 2001 - February 2004
Users Incorporated (Fiserv) December 1998 - July 2001
Skills
Scrum, Active Directory, VMware, Windows Server, Servers, Project Management, Data Center, ITIL, DNS, Microsoft SQL Server, Networking, Cisco Technologies, DHCP, Citrix, Network Security, Linux, SDLC, SharePoint, Team Leadership, Swift, Powershell, iOS, Agile & Waterfall..., Value Stream Mapping, Military Operations, Airbase Defense, Counterterrorism
Education
Big Nerd Ranch 2014 — 2014
Swift Programming Boot Camp
Community College of the Air Force 2004 — 2004
Certificate, Law Enforcement
Temple University 2000 — 2002
Community College of the Air Force 1998 — 1998
Certificate, Avaition Electronics
Greenville Technical College
Associate of Science (A.S.), Computer Science
BMW Group March 2014 - Present
BMW Group March 2010 - March 2014
TEKsystems June 2009 - December 2009
Roechling Automotive June 2008 - March 2009
Robert Half Technology June 2007 - June 2008
Advanced Technology Services November 2005 - June 2007
Bank of America March 2004 - March 2005
Wachovia July 2001 - February 2004
Users Incorporated (Fiserv) December 1998 - July 2001
Skills
Scrum, Active Directory, VMware, Windows Server, Servers, Project Management, Data Center, ITIL, DNS, Microsoft SQL Server, Networking, Cisco Technologies, DHCP, Citrix, Network Security, Linux, SDLC, SharePoint, Team Leadership, Swift, Powershell, iOS, Agile & Waterfall..., Value Stream Mapping, Military Operations, Airbase Defense, Counterterrorism
Education
Big Nerd Ranch 2014 — 2014
Swift Programming Boot Camp
Community College of the Air Force 2004 — 2004
Certificate, Law Enforcement
Temple University 2000 — 2002
Community College of the Air Force 1998 — 1998
Certificate, Avaition Electronics
Greenville Technical College
Associate of Science (A.S.), Computer Science
Sylvia Ruff's Wachovia Experience 2005 - 2008
Job Senior Tax Analyst at Sonic Automotive
Industry Automotive
Experience
Sonic Automotive November 2008 - Present
Wachovia 2005 - 2008
Education
Columbia College (SC) 1998 — 2001
BA, Accounting
Sonic Automotive November 2008 - Present
Wachovia 2005 - 2008
Education
Columbia College (SC) 1998 — 2001
BA, Accounting
Jason Battle's Wachovia Experience June 2006 - August 2006
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2009 - Present
Goldman Sachs June 2008 - August 2008
Goldman Sachs June 2007 - August 2007
Wachovia June 2006 - August 2006
Education
Cornell University 2005 — 2009
Bachelors, Business (Finance)
Goldman Sachs July 2009 - Present
Goldman Sachs June 2008 - August 2008
Goldman Sachs June 2007 - August 2007
Wachovia June 2006 - August 2006
Education
Cornell University 2005 — 2009
Bachelors, Business (Finance)
Tim Minerd, CISSP's Wachovia Experience 2003 - Present
Job Certified Information Systems Security Professional
Industry Banking
Experience
Wachovia, A Wells Fargo Company October 2003 - Present
Wachovia 2003 - Present
FirstPlace Staffing October 2003 - September 2004
Bank of America October 1997 - February 2003
Marshall Consulting, Inc. January 1996 - October 1997
Skills
Information Security, CISSP, Data Center, Security, Windows Server, Disaster Recovery, Servers, System Administration, CISA, Information Technology, Testing, Information Security..., Infrastructure, IIS, PCI DSS, Computer Security, System Deployment, IT Audit, Operating Systems, Windows
Education
Cypress College 1976 — 1980
AA, Business, MIS
Wells Fargo Information Security Advanced
Wachovia, A Wells Fargo Company October 2003 - Present
Wachovia 2003 - Present
FirstPlace Staffing October 2003 - September 2004
Bank of America October 1997 - February 2003
Marshall Consulting, Inc. January 1996 - October 1997
Skills
Information Security, CISSP, Data Center, Security, Windows Server, Disaster Recovery, Servers, System Administration, CISA, Information Technology, Testing, Information Security..., Infrastructure, IIS, PCI DSS, Computer Security, System Deployment, IT Audit, Operating Systems, Windows
Education
Cypress College 1976 — 1980
AA, Business, MIS
Wells Fargo Information Security Advanced
Karen Camburn's Wachovia Experience August 2006 - August 2008
Job Sr. Designer at Met Life
Industry Marketing and Advertising
Experience
Met Life May 2014 - Present
CamAdams Design August 2008 - April 2014
Wachovia August 2006 - August 2008
Lowes August 2004 - August 2005
TRIP Magazine November 2001 - July 2004
Miami Metro Magazine October 1999 - September 2001
Response Marketing Group April 1996 - April 1999
Capital One 1995 - 1996
NationsBank March 1992 - February 1995
Skills
Logo Design, Brochures, InDesign, Art Direction, Photoshop, Adobe Freehand, Image Manipulation, Graphic Design, Illustrator, QuarkXPress, Digital Photography, Corporate Identity, Graphics, Art, Adobe Creative Suite, Dreamweaver, HTML 5, Web Design, CSS, W3C Validation, jQuery, Illustration, Typography, Microsoft Word, Microsoft Excel, Advertising, Adobe Acrobat, Direct Mail, Creative Direction, Layout, Posters, Mac, Photography, Catalogs
Education
University of South Carolina-Columbia 1979 — 1982
Bachelor's Degree, Art
CPCC 2013 — 2013
Web Design Certificate, HTML5, CSS, DREAMWEAVER, JAVASCRIPT, JQUERY, 4.0
College of Charleston
Fine/Studio Arts, General
Met Life May 2014 - Present
CamAdams Design August 2008 - April 2014
Wachovia August 2006 - August 2008
Lowes August 2004 - August 2005
TRIP Magazine November 2001 - July 2004
Miami Metro Magazine October 1999 - September 2001
Response Marketing Group April 1996 - April 1999
Capital One 1995 - 1996
NationsBank March 1992 - February 1995
Skills
Logo Design, Brochures, InDesign, Art Direction, Photoshop, Adobe Freehand, Image Manipulation, Graphic Design, Illustrator, QuarkXPress, Digital Photography, Corporate Identity, Graphics, Art, Adobe Creative Suite, Dreamweaver, HTML 5, Web Design, CSS, W3C Validation, jQuery, Illustration, Typography, Microsoft Word, Microsoft Excel, Advertising, Adobe Acrobat, Direct Mail, Creative Direction, Layout, Posters, Mac, Photography, Catalogs
Education
University of South Carolina-Columbia 1979 — 1982
Bachelor's Degree, Art
CPCC 2013 — 2013
Web Design Certificate, HTML5, CSS, DREAMWEAVER, JAVASCRIPT, JQUERY, 4.0
College of Charleston
Fine/Studio Arts, General
C. Robert Hensley's Wachovia Experience 1999 - 2002
Job Financial Services Executive
Industry Financial Services
Experience
Lake Trust Credit Union 2010 - Present
BB&T - Formerly Colonial BancGroup 2003 - 2010
Wachovia 1999 - 2002
Wachovia 1998 - 1998
Wachovia 1996 - 1998
Retail Credit 1995 - 1996
Wachovia 1994 - 1995
Wachovia 1990 - 1994
Skills
Credit, Banking, Loans, Risk Management, Consumer Lending, Strategic Planning, Commercial Lending, Credit Risk, Mortgage Lending, Portfolio Management
Education
Converse College 1988 — 1990
Graduate Study
Mars Hill College 1975 — 1979
Bachelor of Arts (B.A.)
Lake Trust Credit Union 2010 - Present
BB&T - Formerly Colonial BancGroup 2003 - 2010
Wachovia 1999 - 2002
Wachovia 1998 - 1998
Wachovia 1996 - 1998
Retail Credit 1995 - 1996
Wachovia 1994 - 1995
Wachovia 1990 - 1994
Skills
Credit, Banking, Loans, Risk Management, Consumer Lending, Strategic Planning, Commercial Lending, Credit Risk, Mortgage Lending, Portfolio Management
Education
Converse College 1988 — 1990
Graduate Study
Mars Hill College 1975 — 1979
Bachelor of Arts (B.A.)
Ramona Brown's Wachovia Experience December 2002 - March 2006
Job Accounting Manager, Town of Mount Pleasant
Industry Accounting
Experience
Town of Mount Pleasant April 2007 - Present
City of Charleston May 2006 - January 2007
Wachovia December 2002 - March 2006
Education
Webster University 2004 — 2006
Masters, Management & HR Development
College of Charleston 1998 — 2002
Bachelors, Business Administration
Town of Mount Pleasant April 2007 - Present
City of Charleston May 2006 - January 2007
Wachovia December 2002 - March 2006
Education
Webster University 2004 — 2006
Masters, Management & HR Development
College of Charleston 1998 — 2002
Bachelors, Business Administration
Ed McFarland's Wachovia Experience 1979 - 1993
Job President at AchievementSuite
Industry Computer Software
Experience
AchievementSuite January 2010 - Present
Consultants and Advisors Group 2013 - 2013
Western North Carolina Conference United Methodist Church 1997 - 2013
InterAct Public Safety March 2003 - June 2010
High Street Bank January 1996 - April 2003
Wachovia 1979 - 1993
Wachovia 1979 - 1993
Skills
SaaS, Salesforce.com, Cloud Computing, Strategic Partnerships, Program Management, Solution Selling, Sales Management, Business Development, Professional Services, Start-ups, New Business Development, Business Strategy, Account Management, Sales, Team Leadership, Cross-functional Team..., Direct Sales, Contract Negotiation, Strategic Planning, Mergers & Acquisitions, Banking, Risk Management, Management, Leadership, Strategy, CRM, Executive Management, Financial Analysis, Management Consulting, Vendor Management, Consulting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1969 — 1971
MBA, Finance
Davidson College 1963 — 1967
AB, Economics
AchievementSuite January 2010 - Present
Consultants and Advisors Group 2013 - 2013
Western North Carolina Conference United Methodist Church 1997 - 2013
InterAct Public Safety March 2003 - June 2010
High Street Bank January 1996 - April 2003
Wachovia 1979 - 1993
Wachovia 1979 - 1993
Skills
SaaS, Salesforce.com, Cloud Computing, Strategic Partnerships, Program Management, Solution Selling, Sales Management, Business Development, Professional Services, Start-ups, New Business Development, Business Strategy, Account Management, Sales, Team Leadership, Cross-functional Team..., Direct Sales, Contract Negotiation, Strategic Planning, Mergers & Acquisitions, Banking, Risk Management, Management, Leadership, Strategy, CRM, Executive Management, Financial Analysis, Management Consulting, Vendor Management, Consulting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1969 — 1971
MBA, Finance
Davidson College 1963 — 1967
AB, Economics
Jeffrey Rudell's Wachovia Experience 2007 - 2010
Job Owner, Marnox, LLC
Industry Health, Wellness and Fitness
Experience
Marnox, LLC July 1994 - Present
Marnox 1994 - 2011
UHMS 1975 - 2011
Wachovia 2007 - 2010
Skills
Public Speaking, Healthcare, Hospitals, Coaching, Strategic Planning, Team Building, Clinical Research, Healthcare Management, Wellness, Customer Service, Research, Teaching, Cpr Certified, Insurance, Leadership, Small Business, Nonprofits, Training, Sales, Organizational..., Leadership Development, Medicare
Education
University of Louisville School of Medicine 1962 — 1967
MD, Medicine
Columbia College (NY) 1957 — 1961
AB, English Lit., Pre-Med
Marnox, LLC July 1994 - Present
Marnox 1994 - 2011
UHMS 1975 - 2011
Wachovia 2007 - 2010
Skills
Public Speaking, Healthcare, Hospitals, Coaching, Strategic Planning, Team Building, Clinical Research, Healthcare Management, Wellness, Customer Service, Research, Teaching, Cpr Certified, Insurance, Leadership, Small Business, Nonprofits, Training, Sales, Organizational..., Leadership Development, Medicare
Education
University of Louisville School of Medicine 1962 — 1967
MD, Medicine
Columbia College (NY) 1957 — 1961
AB, English Lit., Pre-Med
Lucia Chemont's Wachovia Experience January 2000 - August 2010
Job Student at Colorado Technical UniversityOnline
Industry Human Resources
Experience
Randstad/ Gwinnett County Tag Office September 2012 - August 2013
Wachovia January 2000 - August 2010
Wachovia National Bank January 2000 - August 2010
First Medical Care March 2003 - April 2003
Bank of America June 1998 - January 2000
Skills
CRM, Financial Services, Customer Service, Time Management, Invoicing, Teamwork, HIPAA, Banking, Financial Analysis, Microsoft Excel, Finance, Credit
Education
Colorado Technical University 2010 — 2013
BBA, Human Resources)2013
Colorado Technical University 2010 — 2013
Colorado Technical University-Online 2010 — 2012
Associate of Science (AS), Business Administration and Management, General
Georgia Medical Institute 03/2003 College of Business, Technology and Health Services 2002 — 2003
Diploma, Medical Insurance Specialist/Medical Biller
Randstad/ Gwinnett County Tag Office September 2012 - August 2013
Wachovia January 2000 - August 2010
Wachovia National Bank January 2000 - August 2010
First Medical Care March 2003 - April 2003
Bank of America June 1998 - January 2000
Skills
CRM, Financial Services, Customer Service, Time Management, Invoicing, Teamwork, HIPAA, Banking, Financial Analysis, Microsoft Excel, Finance, Credit
Education
Colorado Technical University 2010 — 2013
BBA, Human Resources)2013
Colorado Technical University 2010 — 2013
Colorado Technical University-Online 2010 — 2012
Associate of Science (AS), Business Administration and Management, General
Georgia Medical Institute 03/2003 College of Business, Technology and Health Services 2002 — 2003
Diploma, Medical Insurance Specialist/Medical Biller
Kathleen James-Thompson's Wachovia Experience October 1998 - October 2004
Job Health, Wellness and Fitness Professional
Industry Health, Wellness and Fitness
Experience
US Medical Staffing Temporary Agency 2011 - Present
One to One Direct Response July 2006 - January 2008
Mellon Corporation June 2005 - February 2006
Wachovia October 1998 - October 2004
Overbrook School for the Blind September 1995 - October 1998
Education
Community College of Philadelphia 2009 — 2015
General Studies
US Medical Staffing Temporary Agency 2011 - Present
One to One Direct Response July 2006 - January 2008
Mellon Corporation June 2005 - February 2006
Wachovia October 1998 - October 2004
Overbrook School for the Blind September 1995 - October 1998
Education
Community College of Philadelphia 2009 — 2015
General Studies
Patryce Burris's Wachovia Experience March 2010 - December 2012
Job Collector at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage March 2010 - December 2012
Wachovia March 2010 - December 2012
West at Home June 2009 - November 2009
West at Home June 2009 - November 2009
Electrolux July 2008 - March 2009
Electrolux Major Appliance July 2008 - March 2009
Sitel August 2006 - July 2008
Skills
Data Entry, Customer Service, Microsoft Office, Collections, Call Center, Accounts Receivable, Outlook, Accounting, Accounts Payable, 10 Key, Microsoft Excel, Customer Satisfaction, Fax, Spreadsheets, Lotus Notes, Credit
Education
Colorado Technical University 2008 — 2010
Associate of Science, Accounting
Wells Fargo Home Mortgage March 2010 - December 2012
Wachovia March 2010 - December 2012
West at Home June 2009 - November 2009
West at Home June 2009 - November 2009
Electrolux July 2008 - March 2009
Electrolux Major Appliance July 2008 - March 2009
Sitel August 2006 - July 2008
Skills
Data Entry, Customer Service, Microsoft Office, Collections, Call Center, Accounts Receivable, Outlook, Accounting, Accounts Payable, 10 Key, Microsoft Excel, Customer Satisfaction, Fax, Spreadsheets, Lotus Notes, Credit
Education
Colorado Technical University 2008 — 2010
Associate of Science, Accounting
Rebecca Justice-Jones's Wachovia Experience September 1999 - April 2007
Job Financial Advisor
Industry Financial Services
Experience
Self-employed September 1999 - Present
Edward Jones April 2007 - September 2010
Wachovia September 1999 - April 2007
Skills
Financial Management...
Education
Daytona State College 2009 — 2011
Associate of Arts (AA), general
Daytona Beach Community College 1993 — 1995
Associate's degree, Business Administration and Management, General
DeLand High School 1990 — 1993
diploma
Self-employed September 1999 - Present
Edward Jones April 2007 - September 2010
Wachovia September 1999 - April 2007
Skills
Financial Management...
Education
Daytona State College 2009 — 2011
Associate of Arts (AA), general
Daytona Beach Community College 1993 — 1995
Associate's degree, Business Administration and Management, General
DeLand High School 1990 — 1993
diploma
Gray Fleming's Wachovia Experience June 1992 - April 2007
Job SVP, Risk Management at Atlantic Capital Bank
Industry Banking
Experience
Atlantic Capital Bank May 2007 - Present
Wachovia June 1992 - April 2007
Skills
Credit Analysis, Loans, Credit, Risk Management, Credit Risk, Banking
Education
Dartmouth College 1988 — 1992
Bachelor of Arts (B.A.), Government
Atlantic Capital Bank May 2007 - Present
Wachovia June 1992 - April 2007
Skills
Credit Analysis, Loans, Credit, Risk Management, Credit Risk, Banking
Education
Dartmouth College 1988 — 1992
Bachelor of Arts (B.A.), Government
Becky Barnhill's Wachovia Experience June 1981 - February 1998
Job Educator at Greenville County Schools
Industry Education Management
Experience
Greenville County Schools December 2000 - Present
Greenville County Schools December 2000 - Present
Wachovia June 1981 - February 1998
Skills
Literacy, Educational Leadership, Educational Technology, K-12, Curriculum Development, Teacher Training
Education
Converse College 1998 — 2000
Masters, Special Education and Teaching
The University of South Carolina 1978 — 1981
Bachelor's degree, Political Science and Government
Greenville County Schools December 2000 - Present
Greenville County Schools December 2000 - Present
Wachovia June 1981 - February 1998
Skills
Literacy, Educational Leadership, Educational Technology, K-12, Curriculum Development, Teacher Training
Education
Converse College 1998 — 2000
Masters, Special Education and Teaching
The University of South Carolina 1978 — 1981
Bachelor's degree, Political Science and Government
Dana Paul's Wachovia Experience May 2000 - December 2005
Job HR/PR Coordinator at Woodruff Property Management Company
Industry Marketing and Advertising
Experience
Woodruff Property Management Company September 2006 - Present
Wachovia May 2000 - December 2005
Skills
Time Management
Education
Columbus State University
BS, Business Administration and Management, General
Troy University
Master's degree, Human Resources Management/Personnel Administration, General
Woodruff Property Management Company September 2006 - Present
Wachovia May 2000 - December 2005
Skills
Time Management
Education
Columbus State University
BS, Business Administration and Management, General
Troy University
Master's degree, Human Resources Management/Personnel Administration, General
Sharifa A's Wachovia Experience April 2007 - October 2009
Job Talent Acquisition/Human Resources
Industry Human Resources
Experience
Health System January 2014 - Present
Health System May 2010 - January 2014
Wachovia April 2007 - October 2009
Columbus Bank & Trust Company August 2006 - April 2007
Skills
Human Resources, Recruiting, Employee Relations, HR Policies, Procedure Development, New Hire Orientations, Metrics Reporting, HR Metrics, Policy Analysis, Workforce Management, PeopleSoft, DDI, Prophecy
Education
Columbus State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Health System January 2014 - Present
Health System May 2010 - January 2014
Wachovia April 2007 - October 2009
Columbus Bank & Trust Company August 2006 - April 2007
Skills
Human Resources, Recruiting, Employee Relations, HR Policies, Procedure Development, New Hire Orientations, Metrics Reporting, HR Metrics, Policy Analysis, Workforce Management, PeopleSoft, DDI, Prophecy
Education
Columbus State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.