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
Toniqua Lacey Toniqua Lacey's Wachovia Experience February 2005 - February 2009
Job Associate Agent, Sylvia Garrett Insurance Agency & Financial Services, Exclusive Nationwide Insurance Agency
Industry Financial Services
Experience
Nationwide Insurance February 2015 - Present
Honda R&D March 2014 - January 2015
Verizon Wireless September 2010 - December 2013
Wachovia February 2005 - February 2009
Skills
Sales Process, Technical Support, Microsoft Office, Project Management, Outlook, Customer Support, Analysis, Telephone Skills, Microsoft Word, Microsoft Excel, Team Building, Time Management, Management, Sales, Budgets, Project Planning, Teamwork, Data Analysis, PowerPoint, Invoicing, Negotiation, Call Centers, Account Reconciliation, Customer Service, Research, Customer Retention, Process Improvement, Troubleshooting, Telecommunications, Social Networking, Data Entry, Credit, Customer Experience, Financial Analysis, Business Analysis, Windows, Finance
Education
Strayer University-Georgia 2013 — 2015
Master of Science (MS), Accounting and Finance
DeVry University 2005 — 2010
Bachelor of Applied Science (BASc), Technical Management
Nationwide Insurance February 2015 - Present
Honda R&D March 2014 - January 2015
Verizon Wireless September 2010 - December 2013
Wachovia February 2005 - February 2009
Skills
Sales Process, Technical Support, Microsoft Office, Project Management, Outlook, Customer Support, Analysis, Telephone Skills, Microsoft Word, Microsoft Excel, Team Building, Time Management, Management, Sales, Budgets, Project Planning, Teamwork, Data Analysis, PowerPoint, Invoicing, Negotiation, Call Centers, Account Reconciliation, Customer Service, Research, Customer Retention, Process Improvement, Troubleshooting, Telecommunications, Social Networking, Data Entry, Credit, Customer Experience, Financial Analysis, Business Analysis, Windows, Finance
Education
Strayer University-Georgia 2013 — 2015
Master of Science (MS), Accounting and Finance
DeVry University 2005 — 2010
Bachelor of Applied Science (BASc), Technical Management
Johnny Manela Johnny Manela's Wachovia Experience May 2006 - September 2008
Job Director of Student Relations at Baton Rouge Community College
Industry Education Management
Experience
Baton Rouge Community College October 2013 - Present
Baton Rouge Community College May 2012 - October 2013
Baton Rouge Community College May 2012 - October 2012
Baton Rouge College February 2012 - May 2012
InfiniEDGE Software September 2011 - February 2012
Chase Bank February 2010 - November 2010
Lee Michaels Fine Jewelry September 2008 - February 2010
Wachovia May 2006 - September 2008
Citibank - The Student Loan Corporation March 2001 - May 2006
Skills
Customer Service, Problem Solving, Microsoft Office, SalesLogix, Consultative Selling, Strategic Planning, Customer Relations, Sales Management, Account Management, New Business Development, Mentoring, Forecasting, Outlook, Excel, PowerPoint, Word, Retail, Sales, Management, Microsoft Excel, Selling, Microsoft Word, Leadership, Sage, Team Leadership, Higher Education, Social Media Marketing, Recruiting, Operations Management, Project Planning, Coaching, Time Management, Customer Satisfaction, Marketing Strategy, Banking, Sales Process, Marketing, Salesforce.com, Team Building, Start-ups, Business Development, Training, Program Management, Analysis, Customer Experience, Customer Oriented, Long-term Customer..., Customer Support
Education
Delgado Community College
Associate's degree, Interior Design
McNeese State University
Finance, Business, Finance, Economics
Baton Rouge Community College October 2013 - Present
Baton Rouge Community College May 2012 - October 2013
Baton Rouge Community College May 2012 - October 2012
Baton Rouge College February 2012 - May 2012
InfiniEDGE Software September 2011 - February 2012
Chase Bank February 2010 - November 2010
Lee Michaels Fine Jewelry September 2008 - February 2010
Wachovia May 2006 - September 2008
Citibank - The Student Loan Corporation March 2001 - May 2006
Skills
Customer Service, Problem Solving, Microsoft Office, SalesLogix, Consultative Selling, Strategic Planning, Customer Relations, Sales Management, Account Management, New Business Development, Mentoring, Forecasting, Outlook, Excel, PowerPoint, Word, Retail, Sales, Management, Microsoft Excel, Selling, Microsoft Word, Leadership, Sage, Team Leadership, Higher Education, Social Media Marketing, Recruiting, Operations Management, Project Planning, Coaching, Time Management, Customer Satisfaction, Marketing Strategy, Banking, Sales Process, Marketing, Salesforce.com, Team Building, Start-ups, Business Development, Training, Program Management, Analysis, Customer Experience, Customer Oriented, Long-term Customer..., Customer Support
Education
Delgado Community College
Associate's degree, Interior Design
McNeese State University
Finance, Business, Finance, Economics
Pamela D. McFolley Pamela D. McFolley's Wachovia Experience December 2005 - August 2007
Job Classroom Instructor
Industry Hospital & Health Care
Experience
Delta Career Education Corporation January 2015 - Present
Anthem Blue Cross Blue Shield September 2007 - Present
Wachovia December 2005 - August 2007
TSYS November 1999 - October 2005
Skills
Proficient with Word,..., Management, Team Building, Sales, Customer Service, Leadership, Analysis, Coaching, Call Centers, Outlook, Public Speaking, Microsoft Office, Data Analysis, Training, Troubleshooting, Microsoft Excel, Microsoft Word, Strategy, Process Improvement
Education
American Academy of CPR & First Aid, Inc. 2015 — 2015
Certification, Adult CPR
American Academy of CPR & First Aid, Inc. 2015 — 2015
Certification, BLS CPR ( Adult/Child/Infant )
American Academy of CPR & First Aid, Inc. 2015 — 2015
Certification, Basic First Aid
Keller Graduate School of Management 2014 — 2014
Master Public Administration MPA 2014, Health/Health Care Administration/Management
DeVry University-Georgia 2011 — 2013
Bachelor's of Science in Technical Management, Concentration Health Services Management
Delta Career Education Corporation January 2015 - Present
Anthem Blue Cross Blue Shield September 2007 - Present
Wachovia December 2005 - August 2007
TSYS November 1999 - October 2005
Skills
Proficient with Word,..., Management, Team Building, Sales, Customer Service, Leadership, Analysis, Coaching, Call Centers, Outlook, Public Speaking, Microsoft Office, Data Analysis, Training, Troubleshooting, Microsoft Excel, Microsoft Word, Strategy, Process Improvement
Education
American Academy of CPR & First Aid, Inc. 2015 — 2015
Certification, Adult CPR
American Academy of CPR & First Aid, Inc. 2015 — 2015
Certification, BLS CPR ( Adult/Child/Infant )
American Academy of CPR & First Aid, Inc. 2015 — 2015
Certification, Basic First Aid
Keller Graduate School of Management 2014 — 2014
Master Public Administration MPA 2014, Health/Health Care Administration/Management
DeVry University-Georgia 2011 — 2013
Bachelor's of Science in Technical Management, Concentration Health Services Management
Craig Glee Craig Glee's Wachovia Experience June 1998 - July 1999
Job Vice President Business Development at Elevate
Industry Financial Services
Experience
Elevate May 2014 - Present
Prospective Growth Partners LLP May 2008 - Present
Think Finance February 2013 - April 2014
Capital One Auto Finance December 2005 - May 2008
Capital One 2005 - May 2008
Fannie Mae December 2002 - December 2005
Bain & Company August 2001 - October 2002
Wachovia June 1998 - July 1999
KPMG Consulting August 1995 - May 1998
BearingPoint 1995 - 1998
Skills
Business Strategy, Management Consulting, New Business Development, Marketing Strategy, Credit
Education
Duke University - The Fuqua School of Business
MBA
Virginia Tech
BS
Gonzaga College High School
Elevate May 2014 - Present
Prospective Growth Partners LLP May 2008 - Present
Think Finance February 2013 - April 2014
Capital One Auto Finance December 2005 - May 2008
Capital One 2005 - May 2008
Fannie Mae December 2002 - December 2005
Bain & Company August 2001 - October 2002
Wachovia June 1998 - July 1999
KPMG Consulting August 1995 - May 1998
BearingPoint 1995 - 1998
Skills
Business Strategy, Management Consulting, New Business Development, Marketing Strategy, Credit
Education
Duke University - The Fuqua School of Business
MBA
Virginia Tech
BS
Gonzaga College High School
Alisha Brantley Alisha Brantley's Wachovia Experience September 2007 - January 2010
Job Order Management Specialist at Time Warner Cable Business Class
Industry Telecommunications
Experience
Time Warner Cable Business Class July 2015 - Present
LPL Finanical January 2010 - October 2013
Wachovia September 2007 - January 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, Public Speaking, Sales, Marketing
Education
DeVry University 2012 — 2014
Bachelor's degree, Technical Mangagement
York Technical College 2001 — 2003
Associate's degree, Business Administration and Management, General
Time Warner Cable Business Class July 2015 - Present
LPL Finanical January 2010 - October 2013
Wachovia September 2007 - January 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, Public Speaking, Sales, Marketing
Education
DeVry University 2012 — 2014
Bachelor's degree, Technical Mangagement
York Technical College 2001 — 2003
Associate's degree, Business Administration and Management, General
Brian Tysick Brian Tysick's Wachovia Experience 2005 - 2008
Job Senior Project Manager at JLL
Industry Real Estate
Experience
JLL November 2013 - Present
Valley of the Sun Veterinary Investments, LLC, Scottsdale Veterinary Specialty and Emergency Center November 2004 - Present
CBRE January 2012 - February 2013
CBRE January 2008 - December 2011
Wachovia 2005 - 2008
Mesa Maricopa Facilities Management group March 1993 - June 2004
Skills
Contract Negotiation, Construction, Facilities Management, Corporate Real Estate, Contract Management, Budgets, Construction Management, Real Estate, Vendor Management, Property Management, Project Management, Renovation, Negotiation, Contractors, Project Planning, Customer Service, Leadership, Team Building, Coaching, Management, Supervisory Skills, Procurement, Strategic Planning, Building Maintenance, Cost Control, Forecasting, Commercial Real Estate, Purchasing, Process Improvement, HVAC, Facilities Operations, LEED, Customer Satisfaction, Operations Management, Process Scheduler, Feasibility Studies, Project Bidding, Tenant Improvement, Cost Management, Move Management, Lease Administration, Value Engineering, LEED AP, Energy Management, Green Building, Blueprint Reading, Real Estate Development, Project Estimation, Space planning, Leases
Education
The University of Texas at Dallas - School of Management 2009 — 2011
Project Management
DeVry University 1983 — 1986
Electronics, Electronics
United Brotherhood of Carpenters 1979 — 1982
Journeyman, Carpentry
JLL November 2013 - Present
Valley of the Sun Veterinary Investments, LLC, Scottsdale Veterinary Specialty and Emergency Center November 2004 - Present
CBRE January 2012 - February 2013
CBRE January 2008 - December 2011
Wachovia 2005 - 2008
Mesa Maricopa Facilities Management group March 1993 - June 2004
Skills
Contract Negotiation, Construction, Facilities Management, Corporate Real Estate, Contract Management, Budgets, Construction Management, Real Estate, Vendor Management, Property Management, Project Management, Renovation, Negotiation, Contractors, Project Planning, Customer Service, Leadership, Team Building, Coaching, Management, Supervisory Skills, Procurement, Strategic Planning, Building Maintenance, Cost Control, Forecasting, Commercial Real Estate, Purchasing, Process Improvement, HVAC, Facilities Operations, LEED, Customer Satisfaction, Operations Management, Process Scheduler, Feasibility Studies, Project Bidding, Tenant Improvement, Cost Management, Move Management, Lease Administration, Value Engineering, LEED AP, Energy Management, Green Building, Blueprint Reading, Real Estate Development, Project Estimation, Space planning, Leases
Education
The University of Texas at Dallas - School of Management 2009 — 2011
Project Management
DeVry University 1983 — 1986
Electronics, Electronics
United Brotherhood of Carpenters 1979 — 1982
Journeyman, Carpentry
David Potterton David Potterton's Wachovia Experience 1992 - 1994
Job Director, Business Banking at Digital Insight
Industry Financial Services
Experience
Digital Insight November 2014 - Present
Cornerstone Advisors, Inc. January 2014 - November 2014
salesforce.com June 2013 - January 2014
Financial Insights October 2008 - June 2013
JPMorgan Chase November 2001 - September 2008
Meridien Research 1999 - November 2001
BankBoston 1995 - 1999
Wachovia 1992 - 1994
Bankers Trust Company 1987 - 1993
Skills
Banking, Risk Management, Capital Markets, Investment Banking, Risk, Analysis, Leadership, Consulting, IT Strategy, Marketing, Business Strategy, Research, Product Management, Strategy, Financial Services, Financial Risk, Salesforce.com, Payments, Business Development, Analytics, Equities, Credit Risk, Business Analysis, Market Research, Start-ups, Retail Banking, Management Consulting, Cash Management, Mergers & Acquisitions, Credit, Portfolio Management, Treasury Management, Commercial Banking
Education
Duke University - The Fuqua School of Business 1985 — 1987
MBA, Business
North Carolina State University 1983 — 1984
BA, Business Mgmt and Economics
Digital Insight November 2014 - Present
Cornerstone Advisors, Inc. January 2014 - November 2014
salesforce.com June 2013 - January 2014
Financial Insights October 2008 - June 2013
JPMorgan Chase November 2001 - September 2008
Meridien Research 1999 - November 2001
BankBoston 1995 - 1999
Wachovia 1992 - 1994
Bankers Trust Company 1987 - 1993
Skills
Banking, Risk Management, Capital Markets, Investment Banking, Risk, Analysis, Leadership, Consulting, IT Strategy, Marketing, Business Strategy, Research, Product Management, Strategy, Financial Services, Financial Risk, Salesforce.com, Payments, Business Development, Analytics, Equities, Credit Risk, Business Analysis, Market Research, Start-ups, Retail Banking, Management Consulting, Cash Management, Mergers & Acquisitions, Credit, Portfolio Management, Treasury Management, Commercial Banking
Education
Duke University - The Fuqua School of Business 1985 — 1987
MBA, Business
North Carolina State University 1983 — 1984
BA, Business Mgmt and Economics
Francis Adeleke Adesina's Wachovia Experience January 2008 - May 2009
Job Law • Business • Communications
Industry Law Practice
Experience
Centurion, LLP June 2014 - January 2015
US Small Business Administration September 2012 - June 2013
Texas Tech University Law Library February 2013 - May 2013
Marsha Sharp Center for Athletics August 2012 - December 2012
Honorable Judge Mollee Westfall - 371st District Court May 2012 - August 2012
Office of Dispute Resolution January 2012 - May 2012
Harris County District Attorney's Office May 2011 - July 2011
US Diagnostics December 2008 - January 2010
Wachovia January 2008 - May 2009
FORT BEND IMAGING July 2003 - January 2008
Skills
SAP, Legal Compliance, Microsoft Office, Public Speaking, Oil & Gas, Government Liaison, Legal Writing, Litigation, Mediation, Legal Research, Leadership, Research, Event Management, Business Planning, Bankruptcy, Journalism, Westlaw, Lexis, Contract Negotiation, Editing, Microsoft Excel, Banking, Microsoft Word, PowerPoint, Document Drafting, Civil Litigation, Statistics, Accounting, Teaching, Mentoring, Mentoring New Hires, Electronic Filing, Final Cut Pro, Pagemaker, Photoshop, Broadcast Television, Management, Training, Negotiation, Strategy, Policy, Customer Service, Writing, International Expansion
Education
Texas Tech University School of Law 2010 — 2013
Doctor of Jurisprudence, Law
Texas Tech University - Rawls College of Business 2010 — 2012
MBA, Master of Business Administration
University of Houston 2005 — 2008
B.A, Corporate Communications
Dillard University 2004 — 2005
Mass Communications Journalism
Centurion, LLP June 2014 - January 2015
US Small Business Administration September 2012 - June 2013
Texas Tech University Law Library February 2013 - May 2013
Marsha Sharp Center for Athletics August 2012 - December 2012
Honorable Judge Mollee Westfall - 371st District Court May 2012 - August 2012
Office of Dispute Resolution January 2012 - May 2012
Harris County District Attorney's Office May 2011 - July 2011
US Diagnostics December 2008 - January 2010
Wachovia January 2008 - May 2009
FORT BEND IMAGING July 2003 - January 2008
Skills
SAP, Legal Compliance, Microsoft Office, Public Speaking, Oil & Gas, Government Liaison, Legal Writing, Litigation, Mediation, Legal Research, Leadership, Research, Event Management, Business Planning, Bankruptcy, Journalism, Westlaw, Lexis, Contract Negotiation, Editing, Microsoft Excel, Banking, Microsoft Word, PowerPoint, Document Drafting, Civil Litigation, Statistics, Accounting, Teaching, Mentoring, Mentoring New Hires, Electronic Filing, Final Cut Pro, Pagemaker, Photoshop, Broadcast Television, Management, Training, Negotiation, Strategy, Policy, Customer Service, Writing, International Expansion
Education
Texas Tech University School of Law 2010 — 2013
Doctor of Jurisprudence, Law
Texas Tech University - Rawls College of Business 2010 — 2012
MBA, Master of Business Administration
University of Houston 2005 — 2008
B.A, Corporate Communications
Dillard University 2004 — 2005
Mass Communications Journalism
Courtenay Richardson Courtenay Richardson's Wachovia Experience June 2009 - August 2009
Job HR/Benefits Payroll Coordinator at Boxer Property
Industry Human Resources
Experience
Boxer Property January 2013 - Present
Boxer Property October 2012 - January 2013
USAA October 2009 - July 2011
Wachovia June 2009 - August 2009
JPMorgan Chase November 2007 - May 2009
Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Cash Management, Mortgage Banking, Loan Modifications, Home Equity Loans, Credit Cards, Software Documentation, Leadership, New Hire Orientations, Outlook, Time Management, Property Management, Training, Human Resources, Management, Sales
Education
DeVry University 2011 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
DeVry University 2011 — 2014
Devry Univesity 2011 — 2014
Boxer Property January 2013 - Present
Boxer Property October 2012 - January 2013
USAA October 2009 - July 2011
Wachovia June 2009 - August 2009
JPMorgan Chase November 2007 - May 2009
Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Cash Management, Mortgage Banking, Loan Modifications, Home Equity Loans, Credit Cards, Software Documentation, Leadership, New Hire Orientations, Outlook, Time Management, Property Management, Training, Human Resources, Management, Sales
Education
DeVry University 2011 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
DeVry University 2011 — 2014
Devry Univesity 2011 — 2014
allison pena allison pena's Wachovia Experience 2005 - 2006
Job office manager at HAR
Industry Business Supplies and Equipment
Experience
HAR 2009 - 2012
Wachovia 2005 - 2006
Skills
Office Management, Customer Service, Outlook, Administrative..., Microsoft Office, Microsoft Excel, Microsoft Word, Data Entry, PowerPoint, Office Administration, Office Equipment, Invoicing
Education
Penn State University 2004 — 2005
DeVry University
HAR 2009 - 2012
Wachovia 2005 - 2006
Skills
Office Management, Customer Service, Outlook, Administrative..., Microsoft Office, Microsoft Excel, Microsoft Word, Data Entry, PowerPoint, Office Administration, Office Equipment, Invoicing
Education
Penn State University 2004 — 2005
DeVry University
Elaine Folsom Elaine Folsom's Wachovia Experience July 2005 - February 2010
Job Always thinking of new ideas to renew and improve!
Industry Marketing and Advertising
Experience
Aqua-Clean Pool Service, Inc. April 2010 - Present
Wachovia July 2005 - February 2010
Lowe's Companies, Inc. 2010 - 2010
Skills
Microsoft Office, Microsoft Excel, Customer Service, Public Speaking, Coaching, Microsoft Word, PowerPoint, Social Media, Management, Event Planning, Outlook, Marketing, Social Networking, Social Media Marketing, Marketing Strategy, New Business Development, Sales, Team Building, Leadership, Time Management, Customer Satisfaction, Training, Inventory Management, Online Advertising, Event Management, Negotiation, Data Entry, Research, Program Management, Account Management, Small Business, Email Marketing, Budgets, Advertising, Facebook, Online Marketing, Access, Business Development, Operations Management, Marketing Communications, Accounting, Windows, Public Relations, Process Improvement, Strategic Planning, Contract Negotiation, Teamwork, Nonprofits, Strategy, Sales Management
Education
DeVry University 2010 — 2014
Bachelors of Science, Sales and Marketing
Aqua-Clean Pool Service, Inc. April 2010 - Present
Wachovia July 2005 - February 2010
Lowe's Companies, Inc. 2010 - 2010
Skills
Microsoft Office, Microsoft Excel, Customer Service, Public Speaking, Coaching, Microsoft Word, PowerPoint, Social Media, Management, Event Planning, Outlook, Marketing, Social Networking, Social Media Marketing, Marketing Strategy, New Business Development, Sales, Team Building, Leadership, Time Management, Customer Satisfaction, Training, Inventory Management, Online Advertising, Event Management, Negotiation, Data Entry, Research, Program Management, Account Management, Small Business, Email Marketing, Budgets, Advertising, Facebook, Online Marketing, Access, Business Development, Operations Management, Marketing Communications, Accounting, Windows, Public Relations, Process Improvement, Strategic Planning, Contract Negotiation, Teamwork, Nonprofits, Strategy, Sales Management
Education
DeVry University 2010 — 2014
Bachelors of Science, Sales and Marketing
Lee Tyler Lee Tyler's Wachovia Experience May 1999 - August 2001
Job Sr. Systems Engineer at Honda Aircraft
Industry Aviation & Aerospace
Experience
Honda Aircraft April 2008 - Present
Volvo IT January 2004 - April 2008
IT Training & Solutions August 2001 - January 2004
Wachovia May 1999 - August 2001
US Navy June 1988 - May 1999
Skills
Active Directory, VMware Infrastructure, Microsoft Certified..., Data Center, Disaster Recovery, IT Management, Microsoft Technologies, Network Security, System Administration, Troubleshooting, Information Security, Enterprise Architecture, Cloud Computing, Hyper-V, IT Strategy, Information Technology, IT Operations, VMware ESX, Integration, Leadership, Management, Program Management, Systems Engineering, Microsoft Office, Process Improvement
Education
Strayer University (DC) 1994 — 1996
Bachelor of Science (BS), Information Technology
Delgado Community College 1991 — 1992
Associate of Science (A.S.)
Northwood University 1989 — 1991
Honda Aircraft April 2008 - Present
Volvo IT January 2004 - April 2008
IT Training & Solutions August 2001 - January 2004
Wachovia May 1999 - August 2001
US Navy June 1988 - May 1999
Skills
Active Directory, VMware Infrastructure, Microsoft Certified..., Data Center, Disaster Recovery, IT Management, Microsoft Technologies, Network Security, System Administration, Troubleshooting, Information Security, Enterprise Architecture, Cloud Computing, Hyper-V, IT Strategy, Information Technology, IT Operations, VMware ESX, Integration, Leadership, Management, Program Management, Systems Engineering, Microsoft Office, Process Improvement
Education
Strayer University (DC) 1994 — 1996
Bachelor of Science (BS), Information Technology
Delgado Community College 1991 — 1992
Associate of Science (A.S.)
Northwood University 1989 — 1991
Jason Mann Jason Mann's Wachovia Experience June 2007 - April 2009
Job Digital Channels Strategy Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2010 - Present
Wells Fargo May 2009 - August 2010
Wachovia June 2007 - April 2009
Wachovia April 2004 - May 2007
Wachovia July 1996 - March 2004
Skills
Analytics, Financial Modeling, Banking, Business Analysis, Financial Analysis, Strategic Planning, Forecasting, Financial Services, Finance, Analysis, Business Process..., Process Improvement, Financial Reporting, Business Intelligence, Risk Management, Decision Support, Management, Leadership, Cross-functional Team..., Strategy, Portfolio Management, Executive Management
Education
Duke University - The Fuqua School of Business 2002 — 2003
MBA
University of Virginia 1992 — 1996
BS, Commerce
Wells Fargo September 2010 - Present
Wells Fargo May 2009 - August 2010
Wachovia June 2007 - April 2009
Wachovia April 2004 - May 2007
Wachovia July 1996 - March 2004
Skills
Analytics, Financial Modeling, Banking, Business Analysis, Financial Analysis, Strategic Planning, Forecasting, Financial Services, Finance, Analysis, Business Process..., Process Improvement, Financial Reporting, Business Intelligence, Risk Management, Decision Support, Management, Leadership, Cross-functional Team..., Strategy, Portfolio Management, Executive Management
Education
Duke University - The Fuqua School of Business 2002 — 2003
MBA
University of Virginia 1992 — 1996
BS, Commerce
Todd Lary Todd Lary's Wachovia Experience 1998 - 2005
Job Architect at Aflac Retired
Industry Computer Software
Experience
Retired and enjoying time to pursue personal interests and family ArchitectAflacJanuary 2009 - September 2015
DC Government February 2008 - September 2008
COMFORCE Information Systems March 2007 - February 2008
Georgia Department of Labor 2007 - 2007
Keane 2005 - 2005
Wachovia 1998 - 2005
IBM 1981 - 1992
IBM 1982 - 1987
Skills
Architecture, MVS, Databases, Requirements Analysis, COBOL, z/OS, Data Warehousing, SDLC, Mainframe, Enterprise Architecture, JCL, IBM Mainframe, Visio, Application Development, DB2, Application Architecture, REXX, CICS, VSAM, TSO, Data Modeling, SQL, Software Development, Database Design, Database Administration, Requirements Gathering, Software Project..., SOA, Solution Architecture, Architectures
Education
Dekalb Community College 1967 — 1969
Data Procesing Technology
Retired and enjoying time to pursue personal interests and family ArchitectAflacJanuary 2009 - September 2015
DC Government February 2008 - September 2008
COMFORCE Information Systems March 2007 - February 2008
Georgia Department of Labor 2007 - 2007
Keane 2005 - 2005
Wachovia 1998 - 2005
IBM 1981 - 1992
IBM 1982 - 1987
Skills
Architecture, MVS, Databases, Requirements Analysis, COBOL, z/OS, Data Warehousing, SDLC, Mainframe, Enterprise Architecture, JCL, IBM Mainframe, Visio, Application Development, DB2, Application Architecture, REXX, CICS, VSAM, TSO, Data Modeling, SQL, Software Development, Database Design, Database Administration, Requirements Gathering, Software Project..., SOA, Solution Architecture, Architectures
Education
Dekalb Community College 1967 — 1969
Data Procesing Technology
William Griesser William Griesser's Wachovia Experience February 1998 - December 2005
Job Managing Director, Head of IRA and Brokerage at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2011 - Present
Wells Fargo & Company January 2006 - March 2011
Wachovia February 1998 - December 2005
Skills
Retirement, IRA's, Annuities, Annuity, Coaching, Equities, Insurance, IRAs, Retirement Planning, Management, Risk Management, Strategy, Financial Services, Fixed Annuities, Investment Advisory, Business Planning, Leadership, Team Leadership, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance, Accounting
Duke University 1988 — 1992
BA, Religion, Economics
TIAA-CREF March 2011 - Present
Wells Fargo & Company January 2006 - March 2011
Wachovia February 1998 - December 2005
Skills
Retirement, IRA's, Annuities, Annuity, Coaching, Equities, Insurance, IRAs, Retirement Planning, Management, Risk Management, Strategy, Financial Services, Fixed Annuities, Investment Advisory, Business Planning, Leadership, Team Leadership, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance, Accounting
Duke University 1988 — 1992
BA, Religion, Economics
Chris Feathers, MPA's Wachovia Experience October 2001 - May 2009
Job Recruitment and Retention Specialist
Industry Human Resources
Experience
Owens & Minor April 2015 - Present
Feathers Holdings, LLC November 2014 - Present
Commonwealth HomeBuyers - ODU, LLC February 2013 - Present
Wells Fargo May 2009 - February 2012
Wachovia October 2001 - May 2009
Association of Internet Professionals January 2000 - September 2001
Pi Lambda Phi International Fraternity June 1998 - June 1999
Skills
Leadership, Human Resources, Training, Management, Program Management, Business Development, Customer Service, Sales, Sales Management, Performance Management, Budgets, Team Building, Organizational..., Business Planning, Policy Analyst, Customer Retention, Operations Management, Mortgage Lending, Public Speaking, New Business Development, New Hire Orientations, Financial Transactions, Policy Analysis, Finacial Management, Research, SPSS, Culture Change, Conflict Management, Staffing Analysis, Recruiting, Exit Interviews, Exit Strategies, Exit Surveys, Employee Engagement, Rewards Programs, Employee Benefits, Compensation & Benefits, Human Resource Planning
Education
Virginia Commonwealth University 2011 — 2013
Master's Degree, Public Administration
East Carolina University 1993 — 1998
BS, Political Science
Owens & Minor April 2015 - Present
Feathers Holdings, LLC November 2014 - Present
Commonwealth HomeBuyers - ODU, LLC February 2013 - Present
Wells Fargo May 2009 - February 2012
Wachovia October 2001 - May 2009
Association of Internet Professionals January 2000 - September 2001
Pi Lambda Phi International Fraternity June 1998 - June 1999
Skills
Leadership, Human Resources, Training, Management, Program Management, Business Development, Customer Service, Sales, Sales Management, Performance Management, Budgets, Team Building, Organizational..., Business Planning, Policy Analyst, Customer Retention, Operations Management, Mortgage Lending, Public Speaking, New Business Development, New Hire Orientations, Financial Transactions, Policy Analysis, Finacial Management, Research, SPSS, Culture Change, Conflict Management, Staffing Analysis, Recruiting, Exit Interviews, Exit Strategies, Exit Surveys, Employee Engagement, Rewards Programs, Employee Benefits, Compensation & Benefits, Human Resource Planning
Education
Virginia Commonwealth University 2011 — 2013
Master's Degree, Public Administration
East Carolina University 1993 — 1998
BS, Political Science
catherine secor catherine secor's Wachovia Experience January 1988 - October 1990
Job store manager at TD
Industry Banking
Experience
TD July 2012 - Present
Wells Fargo October 1990 - July 2012
wachovia January 1988 - October 1990
Skills
36 years in Banking, Maintaining Strong..., Business Understanding, Community Service, Consumer Lending, Lines Of Credit, Cross Selling, Commercial Lending, Commercial Banking, Retail Banking, Deposits, Loans, Mortgage Lending, Loan Origination, Branch Management, Credit Analysis, Credit, Residential Mortgages, Public Speaking, Customer Service, Small Business, Management, Leadership, Sales, Banking
Education
Dutchess Community College 1979 — 1981
(A.A.), Criminal Justice
Dutchess Community College
TD July 2012 - Present
Wells Fargo October 1990 - July 2012
wachovia January 1988 - October 1990
Skills
36 years in Banking, Maintaining Strong..., Business Understanding, Community Service, Consumer Lending, Lines Of Credit, Cross Selling, Commercial Lending, Commercial Banking, Retail Banking, Deposits, Loans, Mortgage Lending, Loan Origination, Branch Management, Credit Analysis, Credit, Residential Mortgages, Public Speaking, Customer Service, Small Business, Management, Leadership, Sales, Banking
Education
Dutchess Community College 1979 — 1981
(A.A.), Criminal Justice
Dutchess Community College
Mark Kust's Wachovia Experience September 2008 - June 2009
Job Model Validation Executive at Ally Financial
Industry Financial Services
Experience
Ally Financial Inc. December 2014 - Present
Wells Fargo June 2010 - November 2014
Wells Fargo June 2009 - June 2010
Wachovia September 2008 - June 2009
Wachovia January 2008 - September 2008
Wachovia September 2005 - December 2007
Oak9 Solutions LLC October 2003 - September 2005
Liberty Arts 2005 - 2005
Liberty Arts 2005 - 2005
ChemCodes August 1999 - October 2003
Skills
Quantative Analysis, Technology Management, Team Building, Software Architectural..., Investment Valuation, Object Oriented Modeling, Scientific Computing, Finance, Energy Derivatives, Exotic Derivatives, Applied Mathematics, Entrepreneurship, Database Modeling, Risk Modeling, Risk Management, Derivatives, Analysis, Basel II, Bloomberg, Business Analysis, Capital Markets, Financial Risk, Management, Financial Modeling, Fixed Income, Financial Analysis, Financial Services
Education
Duke Fuqua School of Business 2003 — 2004
Master of Business Administration (MBA), Finance
Duke University 1995 — 1997
Biomedical/Medical Engineering - PhD Program
Stanford University 1992 — 1995
Master of Science (MS), Electrical Engineering
Stanford University 1992 — 1995
Master of Science (MS), Scientific Computing & Computational Mathematics
Western Michigan University 1987 — 1991
Bachelor of Science (BS), Applied Mathematics
Western Michigan University 1987 — 1991
Bachelor of Science (BS), Electrical Engineering
Portage Central High School 1983 — 1987
Ally Financial Inc. December 2014 - Present
Wells Fargo June 2010 - November 2014
Wells Fargo June 2009 - June 2010
Wachovia September 2008 - June 2009
Wachovia January 2008 - September 2008
Wachovia September 2005 - December 2007
Oak9 Solutions LLC October 2003 - September 2005
Liberty Arts 2005 - 2005
Liberty Arts 2005 - 2005
ChemCodes August 1999 - October 2003
Skills
Quantative Analysis, Technology Management, Team Building, Software Architectural..., Investment Valuation, Object Oriented Modeling, Scientific Computing, Finance, Energy Derivatives, Exotic Derivatives, Applied Mathematics, Entrepreneurship, Database Modeling, Risk Modeling, Risk Management, Derivatives, Analysis, Basel II, Bloomberg, Business Analysis, Capital Markets, Financial Risk, Management, Financial Modeling, Fixed Income, Financial Analysis, Financial Services
Education
Duke Fuqua School of Business 2003 — 2004
Master of Business Administration (MBA), Finance
Duke University 1995 — 1997
Biomedical/Medical Engineering - PhD Program
Stanford University 1992 — 1995
Master of Science (MS), Electrical Engineering
Stanford University 1992 — 1995
Master of Science (MS), Scientific Computing & Computational Mathematics
Western Michigan University 1987 — 1991
Bachelor of Science (BS), Applied Mathematics
Western Michigan University 1987 — 1991
Bachelor of Science (BS), Electrical Engineering
Portage Central High School 1983 — 1987
Tom Harper Tom Harper's Wachovia Experience 1998 - 2004
Job Division Manager
Industry Banking
Experience
Wells Fargo 2010 - Present
Wells Fargo Bank August 2009 - Present
Wachovia Securities 2004 - January 2010
Wachovia 1998 - 2004
CoreStates June 1986 - 1998
Reliance Insurance September 1984 - June 1986
Skills
Financial Analysis, Portfolio Management, Corporate Finance, Due Diligence, Risk Management, Strategy, Credit, Financial Risk, Strategic Planning, Analysis, Business Development, Banking, Finance, Financial Services, Management, Executive Management, Investment Banking, Loans, Managerial Finance, Equities, Budgets
Education
Drexel University 1986 — 1990
MBA
La Salle University 1980 — 1984
B.S. Finance
La Salle University - School of Business Administration 1980 — 1984
BS
Wells Fargo 2010 - Present
Wells Fargo Bank August 2009 - Present
Wachovia Securities 2004 - January 2010
Wachovia 1998 - 2004
CoreStates June 1986 - 1998
Reliance Insurance September 1984 - June 1986
Skills
Financial Analysis, Portfolio Management, Corporate Finance, Due Diligence, Risk Management, Strategy, Credit, Financial Risk, Strategic Planning, Analysis, Business Development, Banking, Finance, Financial Services, Management, Executive Management, Investment Banking, Loans, Managerial Finance, Equities, Budgets
Education
Drexel University 1986 — 1990
MBA
La Salle University 1980 — 1984
B.S. Finance
La Salle University - School of Business Administration 1980 — 1984
BS
Kate Hart Zayaitz Kate Hart Zayaitz's Wachovia Experience June 2005 - November 2008
Job Vice President, Commercial Banking Relationship Manager at National Penn
Industry Banking
Experience
National Penn November 2008 - Present
Wachovia June 2005 - November 2008
Morgan, Lewis & Bockius LLP June 2004 - June 2005
Skills
Financial Analysis, Loans, Banking, Commercial Banking, New Business Development, Credit Analysis, Commercial Mortgages, Relationship Management, Commercial Lending, Real Estate, Small Business Lending, Credit, Cash Management, Sales, Finance, Sales Management, Commercial Real Estate, Consumer Lending, Portfolio Management, Underwriting, Lines Of Credit, Mortgage Lending
Education
Lehigh University - College of Business and Economics 2006 — 2010
MBA
Dickinson College 2000 — 2004
International Business and Management
Syracuse University in Madrid 2003 — 2003
Emmaus High School
National Penn November 2008 - Present
Wachovia June 2005 - November 2008
Morgan, Lewis & Bockius LLP June 2004 - June 2005
Skills
Financial Analysis, Loans, Banking, Commercial Banking, New Business Development, Credit Analysis, Commercial Mortgages, Relationship Management, Commercial Lending, Real Estate, Small Business Lending, Credit, Cash Management, Sales, Finance, Sales Management, Commercial Real Estate, Consumer Lending, Portfolio Management, Underwriting, Lines Of Credit, Mortgage Lending
Education
Lehigh University - College of Business and Economics 2006 — 2010
MBA
Dickinson College 2000 — 2004
International Business and Management
Syracuse University in Madrid 2003 — 2003
Emmaus High School
Crystal Hopkins Stricker Crystal Hopkins Stricker's Wachovia Experience 2006 - 2009
Job Looking for a new, successful opportunity
Industry Financial Services
Experience
Briarcliffe Athletic Association 2014 - Present
The Children's Hospital of Philadelphia 2014 - 2014
Wells Fargo 2012 - 2014
Wells Fargo 2009 - 2011
Wachovia 2006 - 2009
Wachovia 2003 - 2006
Skills
Customer Service, Operations Management, Sales, Mentoring, Event Planning, Customer Experience, Compliance, Creative Problem Solving, Fraud Detection, Risk Management, Loss Prevention, Auditing, Process Improvement, Legal Compliance, Mergers & Acquisitions, Cash Handling Experience, Transaction Processing, Confidentiality, Cross Selling, Referrals, Strategic Partnerships, Networking, Retention Strategies, Human Resources, Training & Development, Coordinating Schedules, Reporting & Analysis, Performance Management, Employee Relations, Team Leadership, Team Motivation, Presentations, Financial Analysis, Account Reconciliation, Analytical Skills, Inventory Management, Procurement, Project Management, Organization Skills, Close Attention to..., Establishing Priorities, Skilled Multi-tasker, Self-management, Time Management, Volunteering, Computer Proficiency, Administrative..., Clerical Skills, Data Entry, Filing
Education
Philadelphia University 1999 — 2003
Bachelor of Science, Business Management
Academy Park High School 1994 — 1999
High School, Advanced Placement English, Problems of Democracy, Biology, Math, Foreign Language (Spanish)
Delaware County Community College
Briarcliffe Athletic Association 2014 - Present
The Children's Hospital of Philadelphia 2014 - 2014
Wells Fargo 2012 - 2014
Wells Fargo 2009 - 2011
Wachovia 2006 - 2009
Wachovia 2003 - 2006
Skills
Customer Service, Operations Management, Sales, Mentoring, Event Planning, Customer Experience, Compliance, Creative Problem Solving, Fraud Detection, Risk Management, Loss Prevention, Auditing, Process Improvement, Legal Compliance, Mergers & Acquisitions, Cash Handling Experience, Transaction Processing, Confidentiality, Cross Selling, Referrals, Strategic Partnerships, Networking, Retention Strategies, Human Resources, Training & Development, Coordinating Schedules, Reporting & Analysis, Performance Management, Employee Relations, Team Leadership, Team Motivation, Presentations, Financial Analysis, Account Reconciliation, Analytical Skills, Inventory Management, Procurement, Project Management, Organization Skills, Close Attention to..., Establishing Priorities, Skilled Multi-tasker, Self-management, Time Management, Volunteering, Computer Proficiency, Administrative..., Clerical Skills, Data Entry, Filing
Education
Philadelphia University 1999 — 2003
Bachelor of Science, Business Management
Academy Park High School 1994 — 1999
High School, Advanced Placement English, Problems of Democracy, Biology, Math, Foreign Language (Spanish)
Delaware County Community College
Vivien D'Angelo-Rice Vivien D'Angelo-Rice's Wachovia Experience January 2001 - June 2010
Job Business champion at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2012 - Present
Wells Fargo July 2010 - Present
Wachovia January 2001 - June 2010
First Union National Bank January 1994 - December 1999
First Union National Bank April 1990 - January 1994
Skills
Sales, Loans, Finance, Banking, Consumer Lending, Small Business Lending, Credit, Mortgage Lending, Commercial Lending
Education
Farmingdale State University of New York 1984 — 1996
Dowling College 1986 — 1989
Bachelor of Science, Computer and Information Sciences and Support Services
Wells Fargo June 2012 - Present
Wells Fargo July 2010 - Present
Wachovia January 2001 - June 2010
First Union National Bank January 1994 - December 1999
First Union National Bank April 1990 - January 1994
Skills
Sales, Loans, Finance, Banking, Consumer Lending, Small Business Lending, Credit, Mortgage Lending, Commercial Lending
Education
Farmingdale State University of New York 1984 — 1996
Dowling College 1986 — 1989
Bachelor of Science, Computer and Information Sciences and Support Services
Janet Reed's Wachovia Experience 1995 - 1996
Job Technical Editor at Randstad
Industry Telecommunications
Experience
Cisco 2007 - Present
Knowledge Vector, Inc. December 2004 - March 2007
IBM October 2003 - October 2004
Blue Cross and Blue Shield of North Carolina March 2001 - March 2004
ABB April 2000 - February 2001
Wachovia 1995 - 1996
Skills
Software Documentation, Editing, Marketing Communications, Software Training, Counseling, Psychotherapy, Leadership, Program Management, Project Management, Disaster Recovery, Start-ups, Hands-on Training, Technical Documentation, Technical Writing, Online Help, Visio, Testing, Data Center, Training, Team Building, Cisco Technologies, Coaching, Knowledge Management, Content Development, Executive Coaching, Training Delivery, Public Speaking, Product Marketing, Cross-functional Team..., RoboHelp, Blogging, Content Management
Education
Duquesne University 1978 — 1980
M.A., Clinical Psychology
Seattle University 1974 — 1978
B.A., Liberal Arts, Honors
BeeLeaf
Service Hanshew
Cisco 2007 - Present
Knowledge Vector, Inc. December 2004 - March 2007
IBM October 2003 - October 2004
Blue Cross and Blue Shield of North Carolina March 2001 - March 2004
ABB April 2000 - February 2001
Wachovia 1995 - 1996
Skills
Software Documentation, Editing, Marketing Communications, Software Training, Counseling, Psychotherapy, Leadership, Program Management, Project Management, Disaster Recovery, Start-ups, Hands-on Training, Technical Documentation, Technical Writing, Online Help, Visio, Testing, Data Center, Training, Team Building, Cisco Technologies, Coaching, Knowledge Management, Content Development, Executive Coaching, Training Delivery, Public Speaking, Product Marketing, Cross-functional Team..., RoboHelp, Blogging, Content Management
Education
Duquesne University 1978 — 1980
M.A., Clinical Psychology
Seattle University 1974 — 1978
B.A., Liberal Arts, Honors
BeeLeaf
Service Hanshew
Evan L. Hand, III Evan L. Hand, III's Wachovia Experience 2002 - 2007
Job Chief Marketing Officer at National Penn
Industry Financial Services
Experience
National Penn October 2014 - Present
National Penn January 2013 - October 2014
National Penn June 2012 - December 2012
First Niagara Bank April 2010 - June 2012
First Niagara Bank November 2007 - April 2010
Wachovia 2002 - 2007
Wachovia 1998 - 2002
Skills
Coaching, Sales Process, Leadership Development, Small Business Lending, Financial Planning, Commercial Banking, Private Banking, Retail Banking, Treasury Management, Consumer Lending, Cash Management, Banking, Credit, Loans, Investments, Sales Management, Cross Selling, Mortgage, Mortgage Lending, Commercial Lending, Leadership, Sales, Strategy, Management, FHA, Lines Of Credit, Relationship Management, Loan Origination, Credit Analysis
Education
DeSales University 1990 — 1994
BS, Finance and Business Management
National Penn October 2014 - Present
National Penn January 2013 - October 2014
National Penn June 2012 - December 2012
First Niagara Bank April 2010 - June 2012
First Niagara Bank November 2007 - April 2010
Wachovia 2002 - 2007
Wachovia 1998 - 2002
Skills
Coaching, Sales Process, Leadership Development, Small Business Lending, Financial Planning, Commercial Banking, Private Banking, Retail Banking, Treasury Management, Consumer Lending, Cash Management, Banking, Credit, Loans, Investments, Sales Management, Cross Selling, Mortgage, Mortgage Lending, Commercial Lending, Leadership, Sales, Strategy, Management, FHA, Lines Of Credit, Relationship Management, Loan Origination, Credit Analysis
Education
DeSales University 1990 — 1994
BS, Finance and Business Management
Nicholas Felten Nicholas Felten's Wachovia Experience October 1998 - June 2001
Job Senior Business Analyst, Payment Services at Time Warner Cable
Industry Financial Services
Experience
Time Warner Cable November 2013 - Present
Time Warner Cable September 2012 - November 2013
Bank of America January 2012 - September 2012
Bank of America June 2010 - December 2011
Bank of America October 2008 - June 2010
Bank of America February 2006 - October 2008
Bank of America September 2003 - February 2006
Wachovia October 1998 - June 2001
First Union (Wachovia) 1998 - 2001
Citibank June 1996 - September 1998
Skills
SAS, SQL, Excel, Teradata, Unix, Statistical Modeling, Analytics, Risk, Pricing, Databases, Credit Risk, Predictive Modeling, Data Mining, Statistics, Credit Cards, Database Marketing, Segmentation, Data Analysis, Business Intelligence, VBA, Financial Analysis, Predictive Analytics, SAS/SQL, Analysis, Risk Management, Direct Marketing, Modeling, Real Estate, Finance, Marketing, Digital Marketing, E-commerce, MBA, Banking, Retail Banking, Mortgage Lending, SAS programming, Strategy, Forecasting, Portfolio Management, CRM, Leadership, Financial Risk
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA, Business
Duke University 1992 — 1996
BA, Economics
Time Warner Cable November 2013 - Present
Time Warner Cable September 2012 - November 2013
Bank of America January 2012 - September 2012
Bank of America June 2010 - December 2011
Bank of America October 2008 - June 2010
Bank of America February 2006 - October 2008
Bank of America September 2003 - February 2006
Wachovia October 1998 - June 2001
First Union (Wachovia) 1998 - 2001
Citibank June 1996 - September 1998
Skills
SAS, SQL, Excel, Teradata, Unix, Statistical Modeling, Analytics, Risk, Pricing, Databases, Credit Risk, Predictive Modeling, Data Mining, Statistics, Credit Cards, Database Marketing, Segmentation, Data Analysis, Business Intelligence, VBA, Financial Analysis, Predictive Analytics, SAS/SQL, Analysis, Risk Management, Direct Marketing, Modeling, Real Estate, Finance, Marketing, Digital Marketing, E-commerce, MBA, Banking, Retail Banking, Mortgage Lending, SAS programming, Strategy, Forecasting, Portfolio Management, CRM, Leadership, Financial Risk
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA, Business
Duke University 1992 — 1996
BA, Economics
Peter Lowder Peter Lowder's Wachovia Experience June 2006 - October 2008
Job Management Consultant at Carlisle & Gallagher Consulting Group, an NTT Data Company
Industry Financial Services
Experience
Carlisle & Gallagher Consulting Group October 2008 - Present
Carlisle & Gallagher Consulting Group 2008 - Present
Wachovia June 2006 - October 2008
Bank of America August 2002 - May 2006
Accenture August 1991 - August 2002
Skills
Portfolio Optimization, Problem Solving, Project Management, PMO set-up, Bank Mergers, IT Transformation, Change Management, Process Improvement, Project Portfolio..., Organizational Design, Business Process..., Management, Business Strategy, Governance, Program Management, Mergers & Acquisitions, Consulting, Management Consulting, PMO, IT Strategy, Strategy, Business Analysis, Performance Improvement, Performance Management, Vendor Management
Education
Duke University 1991 — 1991
Bachelor of Arts (B.A.), Economics
Carlisle & Gallagher Consulting Group October 2008 - Present
Carlisle & Gallagher Consulting Group 2008 - Present
Wachovia June 2006 - October 2008
Bank of America August 2002 - May 2006
Accenture August 1991 - August 2002
Skills
Portfolio Optimization, Problem Solving, Project Management, PMO set-up, Bank Mergers, IT Transformation, Change Management, Process Improvement, Project Portfolio..., Organizational Design, Business Process..., Management, Business Strategy, Governance, Program Management, Mergers & Acquisitions, Consulting, Management Consulting, PMO, IT Strategy, Strategy, Business Analysis, Performance Improvement, Performance Management, Vendor Management
Education
Duke University 1991 — 1991
Bachelor of Arts (B.A.), Economics
Peg Dowgwilla Peg Dowgwilla's Wachovia Experience 2001 - 2003
Job Senior Financial Services Marketing Leader
Industry Financial Services
Experience
MetLife Securities, Inc. 2014 - 2015
TIAA-CREF 2006 - 2013
TIAA-CREF 2005 - 2006
TIAA-CREF 2004 - 2005
Wachovia 2001 - 2003
Wachovia 1996 - 2001
Wachovia 1995 - 1996
Skills
Wealth Management, Strategy, Marketing Strategy, Segmentation, Competitive Analysis, Marketing, Relationship Management, Business Development, Market Research, Market Analysis, Business Planning, Financial Services, Strategic Planning, Cross-functional Team..., Investments, Leadership, Management, Mutual Funds
Education
Duke University - The Fuqua School of Business 1990 — 1991
MBA
Charlotte Country Day School
Randolph College
Bachelor of Arts (B.A.)
MetLife Securities, Inc. 2014 - 2015
TIAA-CREF 2006 - 2013
TIAA-CREF 2005 - 2006
TIAA-CREF 2004 - 2005
Wachovia 2001 - 2003
Wachovia 1996 - 2001
Wachovia 1995 - 1996
Skills
Wealth Management, Strategy, Marketing Strategy, Segmentation, Competitive Analysis, Marketing, Relationship Management, Business Development, Market Research, Market Analysis, Business Planning, Financial Services, Strategic Planning, Cross-functional Team..., Investments, Leadership, Management, Mutual Funds
Education
Duke University - The Fuqua School of Business 1990 — 1991
MBA
Charlotte Country Day School
Randolph College
Bachelor of Arts (B.A.)
Lynn Sweat, PMP Lynn Sweat, PMP's Wachovia Experience October 2004 - May 2005
Job Program Mananager ASO at BCBSNC
Industry Information Services
Experience
BCBSNC December 2013 - Present
Trigyn Technoligies June 2013 - December 2013
United Guaranty Corporation May 2011 - June 2013
Ally Financial Inc. August 2010 - May 2011
Apex Systems - Wells Fargo / Wachovia Brokerage Merger September 2009 - August 2010
BE Aerospace July 2006 - March 2009
Lowe's Home Improvement February 2006 - July 2006
Novant Health May 2005 - February 2006
Wachovia October 2004 - May 2005
SunTrust Mortgage 2004 - 2004
Skills
Strategic Planning, Budgeting, Team Building, Vendor Management, Process Engineering, Resource Management, PMO, Quality Assurance, Interfacing, Program Management, Process Improvement, Negotiation, Change Management, Operations Management, Forecasting, Contract Negotiation, Problem Solving, Customer Relations, Planning, Coaching, Mentoring, Business Planning, Product Development, Account Management, Contract Management, Business Strategy, Team Leadership, New Business Development, Contract Negotiations, P&L, Sales Management, Cross-functional Team..., Customer Service, Customer Satisfaction, P&L Management, Team Management, Business Analysis, Documentation, Microsoft Office, Project Planning, Analysis, Supervisory Skills, Proposal Writing, Hiring, Budget Management, Excel, Scheduling, Pricing, Integration, Software Documentation
Education
Duke University 1972 — 1975
Political Science
BCBSNC December 2013 - Present
Trigyn Technoligies June 2013 - December 2013
United Guaranty Corporation May 2011 - June 2013
Ally Financial Inc. August 2010 - May 2011
Apex Systems - Wells Fargo / Wachovia Brokerage Merger September 2009 - August 2010
BE Aerospace July 2006 - March 2009
Lowe's Home Improvement February 2006 - July 2006
Novant Health May 2005 - February 2006
Wachovia October 2004 - May 2005
SunTrust Mortgage 2004 - 2004
Skills
Strategic Planning, Budgeting, Team Building, Vendor Management, Process Engineering, Resource Management, PMO, Quality Assurance, Interfacing, Program Management, Process Improvement, Negotiation, Change Management, Operations Management, Forecasting, Contract Negotiation, Problem Solving, Customer Relations, Planning, Coaching, Mentoring, Business Planning, Product Development, Account Management, Contract Management, Business Strategy, Team Leadership, New Business Development, Contract Negotiations, P&L, Sales Management, Cross-functional Team..., Customer Service, Customer Satisfaction, P&L Management, Team Management, Business Analysis, Documentation, Microsoft Office, Project Planning, Analysis, Supervisory Skills, Proposal Writing, Hiring, Budget Management, Excel, Scheduling, Pricing, Integration, Software Documentation
Education
Duke University 1972 — 1975
Political Science
James Sonneborn, CFA, CFP®, CDFA James Sonneborn, CFA, CFP®, CDFA's Wachovia Experience 1999 - 2002
Job Wealth Manager at RegentAtlantic Capital, LLC
Industry Financial Services
Experience
RegentAtlantic Capital, LLC January 2006 - Present
US Trust 2003 - 2006
Wachovia 1999 - 2002
Chase Manhattan Corporation 1992 - 1999
SLH Asset Management 1987 - 1990
Education
Drexel University - LeBow College of Business 1983 — 1985
MBA, Finance
Western State Colorado University 1980 — 1983
BA, Business
RegentAtlantic Capital, LLC January 2006 - Present
US Trust 2003 - 2006
Wachovia 1999 - 2002
Chase Manhattan Corporation 1992 - 1999
SLH Asset Management 1987 - 1990
Education
Drexel University - LeBow College of Business 1983 — 1985
MBA, Finance
Western State Colorado University 1980 — 1983
BA, Business
Donald L. Mars Jr. Donald L. Mars Jr.'s Wachovia Experience September 2007 - February 2009
Job Operating Systems Engineer at Wells Fargo
Industry Information Technology and Services
Experience
Sublime Dandelion Photography August 2014 - Present
Wells Fargo February 2009 - Present
Wachovia September 2007 - February 2009
IBM November 1996 - September 2007
IBM September 1994 - November 1996
AOL February 1994 - September 1994
Skills
Solaris, AIX, Perl, Linux, Windows Server, Infrastructure, IT Strategy, Operating Systems, Requirements Analysis, Server Architecture, IBM AIX
Education
Strayer University-Maryland 1997 — 1999
Bachelor of Science, Computer Information Systems
DeVry University-Georgia 1989 — 1992
Management Information Systems, Computer Science
Sublime Dandelion Photography August 2014 - Present
Wells Fargo February 2009 - Present
Wachovia September 2007 - February 2009
IBM November 1996 - September 2007
IBM September 1994 - November 1996
AOL February 1994 - September 1994
Skills
Solaris, AIX, Perl, Linux, Windows Server, Infrastructure, IT Strategy, Operating Systems, Requirements Analysis, Server Architecture, IBM AIX
Education
Strayer University-Maryland 1997 — 1999
Bachelor of Science, Computer Information Systems
DeVry University-Georgia 1989 — 1992
Management Information Systems, Computer Science
Dave Gable's Wachovia Experience 2001 - 2002
Job Head of Mobile at Litsy, Inc.
Industry Graphic Design
Experience
Litsy, Inc. July 2015 - Present
The Idea People March 2014 - July 2015
Granite Mobile Technology August 2012 - March 2014
Bank of America May 2012 - March 2014
Bank of America June 2010 - May 2012
Bank of America February 2008 - June 2010
ZeroChaos June 2007 - February 2008
Wachovia Securities August 2006 - June 2007
Wachovia Securities January 2002 - August 2006
Wachovia 2001 - 2002
Skills
Android Development, iOS development, Application Development, Mobile Applications, SQL, Agile, Database Design, Web Services, PHP, AJAX, Java, HTML, JavaScript, XML, Eclipse, Unix, Hibernate, Linux, Databases, MySQL, PL/SQL, Sybase, EJB, Perl, Apache, JSP, UML, Visio, C++, SOAP, Architecture, Agile Methodologies, Android, Software Development, Spring, Web Applications, Web Development, Tomcat, SOA, Scrum, Java Enterprise Edition, OOP, Architectures, SDLC, Enterprise Architecture, Websphere
Education
Villanova University 1989 — 1995
MS, Computer Science
Drexel University 1982 — 1987
BS, Computer Science
Litsy, Inc. July 2015 - Present
The Idea People March 2014 - July 2015
Granite Mobile Technology August 2012 - March 2014
Bank of America May 2012 - March 2014
Bank of America June 2010 - May 2012
Bank of America February 2008 - June 2010
ZeroChaos June 2007 - February 2008
Wachovia Securities August 2006 - June 2007
Wachovia Securities January 2002 - August 2006
Wachovia 2001 - 2002
Skills
Android Development, iOS development, Application Development, Mobile Applications, SQL, Agile, Database Design, Web Services, PHP, AJAX, Java, HTML, JavaScript, XML, Eclipse, Unix, Hibernate, Linux, Databases, MySQL, PL/SQL, Sybase, EJB, Perl, Apache, JSP, UML, Visio, C++, SOAP, Architecture, Agile Methodologies, Android, Software Development, Spring, Web Applications, Web Development, Tomcat, SOA, Scrum, Java Enterprise Edition, OOP, Architectures, SDLC, Enterprise Architecture, Websphere
Education
Villanova University 1989 — 1995
MS, Computer Science
Drexel University 1982 — 1987
BS, Computer Science
Shivali Nangia Shivali Nangia's Wachovia Experience 2004 - 2007
Job Senior Asset Management Specialist at FDIC
Industry Financial Services
Experience
FDIC May 2011 - Present
FDIC September 2010 - May 2011
Quiznos March 2007 - March 2011
TD April 2010 - September 2010
Prosperity Bank September 2009 - April 2010
First Guaranty Bank 2007 - 2009
Wachovia 2004 - 2007
Southtrust Bank 2004 - 2007
Skills
Loans, Banking, Portfolio Management, Commercial Banking, Financial Analysis, Credit, Leadership, Risk Management, Asset Management
Education
Delhi University 1996 — 2000
Bachelor's, Commerce
FDIC May 2011 - Present
FDIC September 2010 - May 2011
Quiznos March 2007 - March 2011
TD April 2010 - September 2010
Prosperity Bank September 2009 - April 2010
First Guaranty Bank 2007 - 2009
Wachovia 2004 - 2007
Southtrust Bank 2004 - 2007
Skills
Loans, Banking, Portfolio Management, Commercial Banking, Financial Analysis, Credit, Leadership, Risk Management, Asset Management
Education
Delhi University 1996 — 2000
Bachelor's, Commerce
Marge Watkins Marge Watkins's Wachovia Experience 1978 - 2001
Job Senior Manager at GlassRatner Advisory & Capital Group
Industry Financial Services
Experience
GlassRatner Advisory & Capital Group July 2010 - Present
FinancialPareto, LLC April 2009 - Present
First National Credit Card Center (FNCCC) / InfiBank / InfiCorp December 2006 - March 2009
GE Money 2003 - 2006
GE Capital / Business Productivity Solutions 2001 - 2003
Wachovia 1978 - 2001
Wachovia 1978 - 2001
Wachovia 1978 - 2001
Wachovia 1978 - 2001
Wachovia 1978 - 2001
Education
Duke University 1974 — 1978
B.S., Management Sciences / Accounting
GlassRatner Advisory & Capital Group July 2010 - Present
FinancialPareto, LLC April 2009 - Present
First National Credit Card Center (FNCCC) / InfiBank / InfiCorp December 2006 - March 2009
GE Money 2003 - 2006
GE Capital / Business Productivity Solutions 2001 - 2003
Wachovia 1978 - 2001
Wachovia 1978 - 2001
Wachovia 1978 - 2001
Wachovia 1978 - 2001
Wachovia 1978 - 2001
Education
Duke University 1974 — 1978
B.S., Management Sciences / Accounting
Kim Lambert's Wachovia Experience June 2006 - September 2007
Job Kim Lambert, Senior Product & Partner Marketing Manager, Verizon, go90TM
Industry Internet
Experience
Verizon September 2013 - Present
Intel Media, Intel Corporation July 2012 - September 2013
DealDrongo Inc. - Deal Piazza 2010 - 2012
Fuqua School of Business 2010 - 2012
Yahoo! 2011 - 2011
CMG Healthcare, LLC 2010 - 2011
Southern States Cooperative September 2008 - July 2010
Southern States Cooperative September 2007 - September 2008
Wachovia June 2006 - September 2007
Skills
Competitive Analysis, Social Media, Strategic Planning, CRM, Start-ups, Marketing Communications, Management, Advertising, Content Strategy, Leadership, Analytics, Television Programming, Dependable Team Player, Reliable, Marketing, Audience Measurement, Analysis, Blogging, Consumer Insight, Business Analysis, Google Analytics, Nielsen Data, SNL, comScore, Product Demonstration, Client Presentation, RFP, Television Research, Advertising Sales, Microsoft Excel, PowerPoint, Business Management, Program Management, Television, Wordpress, Quickbooks, Strategy, Cross-functional Team..., Employee Training, Business Strategy, Marketing Strategy, Market Research, Sales Enablement, Tableau, HootSuite, Keynote, Presentation Skills, Salesforce.com..., Pegasus, CA Clarity
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA, Marketing
University of Melbourne - Melbourne Business School 2012 — 2012
Marketing
Virginia Polytechnic Institute and State University - Pamplin College of Business 2002 — 2006
Bachelor of Science in Business, Management - Entrepreneurship & Innovative Technology
Verizon September 2013 - Present
Intel Media, Intel Corporation July 2012 - September 2013
DealDrongo Inc. - Deal Piazza 2010 - 2012
Fuqua School of Business 2010 - 2012
Yahoo! 2011 - 2011
CMG Healthcare, LLC 2010 - 2011
Southern States Cooperative September 2008 - July 2010
Southern States Cooperative September 2007 - September 2008
Wachovia June 2006 - September 2007
Skills
Competitive Analysis, Social Media, Strategic Planning, CRM, Start-ups, Marketing Communications, Management, Advertising, Content Strategy, Leadership, Analytics, Television Programming, Dependable Team Player, Reliable, Marketing, Audience Measurement, Analysis, Blogging, Consumer Insight, Business Analysis, Google Analytics, Nielsen Data, SNL, comScore, Product Demonstration, Client Presentation, RFP, Television Research, Advertising Sales, Microsoft Excel, PowerPoint, Business Management, Program Management, Television, Wordpress, Quickbooks, Strategy, Cross-functional Team..., Employee Training, Business Strategy, Marketing Strategy, Market Research, Sales Enablement, Tableau, HootSuite, Keynote, Presentation Skills, Salesforce.com..., Pegasus, CA Clarity
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA, Marketing
University of Melbourne - Melbourne Business School 2012 — 2012
Marketing
Virginia Polytechnic Institute and State University - Pamplin College of Business 2002 — 2006
Bachelor of Science in Business, Management - Entrepreneurship & Innovative Technology
Katie Harris Katie Harris's Wachovia Experience June 2006 - June 2010
Job
Industry Marketing and Advertising
Experience
Johnson & Johnson August 2015 - Present
Johnson & Johnson August 2012 - Present
Johnson & Johnson May 2011 - August 2011
Wachovia June 2006 - June 2010
BSN Medical June 2005 - August 2005
CEM 2003 - 2004
Skills
Cross-functional Team..., Market Research, Marketing Communications, Competitive Analysis, Strategic Planning, Marketing, Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Marketing, Sustainable Enterprise
Duke University 2002 — 2006
AB, Economics
New York University 2004 — 2004
Study Abroad Program, Italian, Art History
Johnson & Johnson August 2015 - Present
Johnson & Johnson August 2012 - Present
Johnson & Johnson May 2011 - August 2011
Wachovia June 2006 - June 2010
BSN Medical June 2005 - August 2005
CEM 2003 - 2004
Skills
Cross-functional Team..., Market Research, Marketing Communications, Competitive Analysis, Strategic Planning, Marketing, Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Marketing, Sustainable Enterprise
Duke University 2002 — 2006
AB, Economics
New York University 2004 — 2004
Study Abroad Program, Italian, Art History
Phillip Quintana, MBA's Wachovia Experience March 2007 - October 2008
Job SVP, Senior Commercial & Government Lending Executive at The Fauquier Bank
Industry Banking
Experience
The Fauquier Bank April 2014 - Present
Capital One June 2010 - April 2014
Capital One Bank June 2010 - August 2013
HSBC October 2008 - June 2010
Wachovia March 2007 - October 2008
SunTrust Bank 2005 - 2007
Citbank 2005 - 2005
Wachovia Bank 2001 - 2005
Fleet Bank March 1999 - December 2001
Dowling College 1996 - 1999
Skills
Leadership, Banking, Commercial Lending, Commercial Banking, Educational Programs, Strategy Formulation, Strategy Execution, Small Business Lending, Business Strategy, Management, Credit, Finance, Leadership Development, Credit Analysis, Loans, Coaching, Top-notch Customer..., Consumer Lending, Lines Of Credit, Retail Banking, SBA, Sales, Team Building, Middle Market, Mortgage Lending, Treasury Management, Customer Service
Education
Consumer Bankers Association 2006 — 2008
Graduate School of Retail Bank Management, Executive Retail Managment
Dowling College 1996 — 1998
MBA, Total Quality Management
Dowling College 1991 — 1995
BBA, Finance
John H Glenn HS (aka Elwood HS)
The Fauquier Bank April 2014 - Present
Capital One June 2010 - April 2014
Capital One Bank June 2010 - August 2013
HSBC October 2008 - June 2010
Wachovia March 2007 - October 2008
SunTrust Bank 2005 - 2007
Citbank 2005 - 2005
Wachovia Bank 2001 - 2005
Fleet Bank March 1999 - December 2001
Dowling College 1996 - 1999
Skills
Leadership, Banking, Commercial Lending, Commercial Banking, Educational Programs, Strategy Formulation, Strategy Execution, Small Business Lending, Business Strategy, Management, Credit, Finance, Leadership Development, Credit Analysis, Loans, Coaching, Top-notch Customer..., Consumer Lending, Lines Of Credit, Retail Banking, SBA, Sales, Team Building, Middle Market, Mortgage Lending, Treasury Management, Customer Service
Education
Consumer Bankers Association 2006 — 2008
Graduate School of Retail Bank Management, Executive Retail Managment
Dowling College 1996 — 1998
MBA, Total Quality Management
Dowling College 1991 — 1995
BBA, Finance
John H Glenn HS (aka Elwood HS)
Julie Kim Norville, PMP Julie Kim Norville, PMP's Wachovia Experience 1996 - 1997
Job Senior Vice President at Northern Trust
Industry Banking
Experience
Northern Trust July 2013 - Present
Northern Trust May 2008 - June 2013
Deloitte & Touche April 2007 - May 2008
Deloitte & Touche LLP (Regulatory & Capital Markets Consulting) 2007 - 2008
Northern Trust November 2001 - March 2007
Cap Gemini Ernst & Young August 2000 - November 2001
ABN AMRO August 1997 - August 2000
LaSalle Bank 1997 - 2000
Wachovia Bank 1997 - 1998
Wachovia 1996 - 1997
Skills
Analysis, Asset Managment, Banking, Bloomberg, Financial Services, Governance, Information Management, Internal Controls, Leadership, Management Consulting, Market Risk, Project Management, Risk Assessment, Risk Management, Strategy, Business Analysis, Enterprise Risk...
Education
DePauw University 1990 — 1994
Northern Trust July 2013 - Present
Northern Trust May 2008 - June 2013
Deloitte & Touche April 2007 - May 2008
Deloitte & Touche LLP (Regulatory & Capital Markets Consulting) 2007 - 2008
Northern Trust November 2001 - March 2007
Cap Gemini Ernst & Young August 2000 - November 2001
ABN AMRO August 1997 - August 2000
LaSalle Bank 1997 - 2000
Wachovia Bank 1997 - 1998
Wachovia 1996 - 1997
Skills
Analysis, Asset Managment, Banking, Bloomberg, Financial Services, Governance, Information Management, Internal Controls, Leadership, Management Consulting, Market Risk, Project Management, Risk Assessment, Risk Management, Strategy, Business Analysis, Enterprise Risk...
Education
DePauw University 1990 — 1994
Joseph Hannan's Wachovia Experience March 2005 - November 2009
Job Senior Client Advisor at Union Park Honda
Industry Automotive
Experience
Union Park Honda September 2013 - Present
DNB First March 2013 - July 2013
Union Park Honda August 2012 - March 2013
Wells Fargo April 2010 - September 2011
Wells Fargo November 2009 - April 2010
Wachovia March 2005 - November 2009
Wachovia September 1997 - March 2005
Skills
Credit, Customer Service, Customer Retention, Consumer Lending, Retail Banking, Customer Satisfaction, Sales, Branch Management, Team Building, Sales Process, Cross Selling, Time Management, Cold Calling, Automobile, Branch Banking, Deposits, Goal Oriented, Teamwork, Supervisory Skills, Banking Operations, Banking Relationships, Building Relationships, Organizing, Interviewing, Internet, Debit Cards, Credit Cards, Customer Engagement, Banking, Management, Relationship Management, Coaching
Education
Computer Learning Center
Associate's degree, Computer Programming
Delaware County Community College
Computer Science
Union Park Honda September 2013 - Present
DNB First March 2013 - July 2013
Union Park Honda August 2012 - March 2013
Wells Fargo April 2010 - September 2011
Wells Fargo November 2009 - April 2010
Wachovia March 2005 - November 2009
Wachovia September 1997 - March 2005
Skills
Credit, Customer Service, Customer Retention, Consumer Lending, Retail Banking, Customer Satisfaction, Sales, Branch Management, Team Building, Sales Process, Cross Selling, Time Management, Cold Calling, Automobile, Branch Banking, Deposits, Goal Oriented, Teamwork, Supervisory Skills, Banking Operations, Banking Relationships, Building Relationships, Organizing, Interviewing, Internet, Debit Cards, Credit Cards, Customer Engagement, Banking, Management, Relationship Management, Coaching
Education
Computer Learning Center
Associate's degree, Computer Programming
Delaware County Community College
Computer Science
Jerrod Davenport Jerrod Davenport's Wachovia Experience 2005 - 2006
Job ServiceNow Developer at Techport Thirteen Inc.
Industry Computer Software
Experience
Techport Thirteen Inc. 2006 - Present
Wachovia 2005 - 2006
Electronic Data Systems 2000 - 2005
Skills
ServiceNow Certified..., IT Service Management, ITIL, Enterprise Software, Cloud Computing, Service Management, IT Management, SaaS, CMDB, Solution Architecture, IT Strategy, HP, Integration, IT Asset Management, HP Openview, Professional Services, Incident Management, IT Operations, ITIL Certified, ITIL v3 Foundations...
Education
DeVry University-Georgia 1990 — 1993
Bachelor of Science (B.S.), Computer Information Systems
DeVry University-Georgia 1990 — 1993
Bachelor of Science (B.S.), Computer Information Systems
Techport Thirteen Inc. 2006 - Present
Wachovia 2005 - 2006
Electronic Data Systems 2000 - 2005
Skills
ServiceNow Certified..., IT Service Management, ITIL, Enterprise Software, Cloud Computing, Service Management, IT Management, SaaS, CMDB, Solution Architecture, IT Strategy, HP, Integration, IT Asset Management, HP Openview, Professional Services, Incident Management, IT Operations, ITIL Certified, ITIL v3 Foundations...
Education
DeVry University-Georgia 1990 — 1993
Bachelor of Science (B.S.), Computer Information Systems
DeVry University-Georgia 1990 — 1993
Bachelor of Science (B.S.), Computer Information Systems
William Taroli, MBA William Taroli, MBA's Wachovia Experience April 2006 - April 2009
Job Banking Advisor at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management May 2011 - Present
PNC May 2009 - May 2011
Wachovia April 2006 - April 2009
Skills
Wealth Management, Private Banking, Wealth Management..., Portfolio Management, Banking, Investments, Investment Advisory, Asset Allocation, Retirement Planning, Investment Strategies, High Net Worth..., Credit, Strategic Financial..., Asset Management, Loans, Commercial Banking, Wealth, Equities, Risk Management
Education
Drexel University 2008 — 2010
Master of Business Administration (MBA), Accounting and Finance
University of Scranton 2000 — 2004
Bachelor's degree, Philosophy & Sociology
PNC Wealth Management May 2011 - Present
PNC May 2009 - May 2011
Wachovia April 2006 - April 2009
Skills
Wealth Management, Private Banking, Wealth Management..., Portfolio Management, Banking, Investments, Investment Advisory, Asset Allocation, Retirement Planning, Investment Strategies, High Net Worth..., Credit, Strategic Financial..., Asset Management, Loans, Commercial Banking, Wealth, Equities, Risk Management
Education
Drexel University 2008 — 2010
Master of Business Administration (MBA), Accounting and Finance
University of Scranton 2000 — 2004
Bachelor's degree, Philosophy & Sociology
Kristina Belshe's Wachovia Experience September 2007 - August 2008
Job Director of Business Development at United Fidelity Funding, Corp.
Industry Banking
Experience
United Fidelity Funding, Corp. NMLS #34381 February 2015 - Present
First Guaranty Mortgage Corporation ® March 2014 - February 2015
Plaza Home Mortgage, NMLS #2113 October 2011 - March 2014
United Fidelity Funding, Corp. August 2008 - October 2011
Wachovia September 2007 - August 2008
First Magnus Financial May 2004 - August 2007
Countrywide 2001 - 2004
Skills
FHA, Mortgage Banking, Reverse Mortgages, USDA, Refinance, Residential Mortgages, Mortgage Lending, Loans, FHA financing, VA loans, Government Loans, Mortgage Underwriting, Credit, Mortgage Marketing, Real Estate, Underwriting, Credit Analysis, FHA Financing, VA Loans
Education
Drake University 1987 — 1991
BSBA, Finance
United Fidelity Funding, Corp. NMLS #34381 February 2015 - Present
First Guaranty Mortgage Corporation ® March 2014 - February 2015
Plaza Home Mortgage, NMLS #2113 October 2011 - March 2014
United Fidelity Funding, Corp. August 2008 - October 2011
Wachovia September 2007 - August 2008
First Magnus Financial May 2004 - August 2007
Countrywide 2001 - 2004
Skills
FHA, Mortgage Banking, Reverse Mortgages, USDA, Refinance, Residential Mortgages, Mortgage Lending, Loans, FHA financing, VA loans, Government Loans, Mortgage Underwriting, Credit, Mortgage Marketing, Real Estate, Underwriting, Credit Analysis, FHA Financing, VA Loans
Education
Drake University 1987 — 1991
BSBA, Finance
Corey R. Taylor Corey R. Taylor's Wachovia Experience 2000 - 2002
Job Senior Accountant Cash Applications at NCR Corporation
Industry Financial Services
Experience
NCR Corporation May 2014 - Present
IEM 2009 - April 2012
National Recovery Center Inc 2006 - 2008
Maxwell and Associates 2003 - 2006
Wachovia 2000 - 2002
Skills
Microsoft Excel, Customer Service, Fair Debt Collection..., Business Writing, Accounting, Management, Accounts Receivable, Leadership, Outlook, Process Improvement, Microsoft Office, Teamwork, Microsoft Word, Invoicing, Employee Relations
Education
DeVry University-Georgia
Computer Technology/Computer Systems Technology
NCR Corporation May 2014 - Present
IEM 2009 - April 2012
National Recovery Center Inc 2006 - 2008
Maxwell and Associates 2003 - 2006
Wachovia 2000 - 2002
Skills
Microsoft Excel, Customer Service, Fair Debt Collection..., Business Writing, Accounting, Management, Accounts Receivable, Leadership, Outlook, Process Improvement, Microsoft Office, Teamwork, Microsoft Word, Invoicing, Employee Relations
Education
DeVry University-Georgia
Computer Technology/Computer Systems Technology
Paul Hovelsrud Paul Hovelsrud's Wachovia Experience July 2002 - February 2004
Job Managing Consultant, TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2007 - Present
The KNW Group March 2006 - July 2007
CBIZ Benefits February 2004 - February 2006
Wachovia July 2002 - February 2004
Schwarz Williams Companies, Inc. October 2000 - July 2002
Bank Compensation Consulting June 1999 - October 2000
Independent Pension Consultants, Ltd August 1997 - June 1999
Principal Financial Group April 1994 - August 1997
Skills
Investments, Retirement Planning, Retirement, Pensions, Insurance, 401k, Employee Benefits, ERISA, Financial Services
Education
Drake University 1989 — 2003
BA, Business
TIAA-CREF June 2007 - Present
The KNW Group March 2006 - July 2007
CBIZ Benefits February 2004 - February 2006
Wachovia July 2002 - February 2004
Schwarz Williams Companies, Inc. October 2000 - July 2002
Bank Compensation Consulting June 1999 - October 2000
Independent Pension Consultants, Ltd August 1997 - June 1999
Principal Financial Group April 1994 - August 1997
Skills
Investments, Retirement Planning, Retirement, Pensions, Insurance, 401k, Employee Benefits, ERISA, Financial Services
Education
Drake University 1989 — 2003
BA, Business
Charles Geer, PMP Charles Geer, PMP's Wachovia Experience February 2008 - April 2009
Job Senior Project Manager at Wells Fargo Securities
Industry Information Technology and Services
Experience
Wells Fargo Securities May 2011 - Present
Bank of America April 2010 - May 2011
Commerzbank AG March 2009 - April 2010
Wachovia February 2008 - April 2009
Nomura Securities International April 1996 - October 2007
Skills
SDLC, Business Analysis, Requirements Analysis, Integration, Project Management, Risk Management, Analysis, Vendor Management, Fixed Income, Leadership
Education
Durban Institute of Technology 1980 — 1982
bsc, Electronic data processing
Wells Fargo Securities May 2011 - Present
Bank of America April 2010 - May 2011
Commerzbank AG March 2009 - April 2010
Wachovia February 2008 - April 2009
Nomura Securities International April 1996 - October 2007
Skills
SDLC, Business Analysis, Requirements Analysis, Integration, Project Management, Risk Management, Analysis, Vendor Management, Fixed Income, Leadership
Education
Durban Institute of Technology 1980 — 1982
bsc, Electronic data processing
Ezra Goodnoe Ezra Goodnoe's Wachovia Experience July 2007 - October 2009
Job
Industry Information Technology and Services
Experience
Wells Fargo December 2013 - Present
Wells Fargo October 2013 - Present
Wells Fargo July 2011 - Present
Wells Fargo January 2010 - June 2011
Wachovia, A Wells Fargo Company October 2009 - January 2010
Wachovia July 2007 - October 2009
Wachovia March 2007 - June 2007
Wachovia December 2006 - March 2007
JBA Network March 2006 - November 2006
Clockware February 2005 - January 2006
Skills
Enterprise Collaboration, Portal Applications, Web Applications, Agile Methodologies, XML, JavaScript, SEO, Requirements Analysis, Social Media, Intranet, Requirements Gathering, Databases, SQL, IIS, SharePoint, Web Development, User Experience, Business Analysis, Analysis
Education
University of North Carolina at Asheville 2002 — 2006
MLA
Eastern Michigan University 1995 — 1997
n/a
Dickinson College 1989 — 1993
BA
Avon Old Farms School 1985 — 1989
High School Diploma
Wells Fargo December 2013 - Present
Wells Fargo October 2013 - Present
Wells Fargo July 2011 - Present
Wells Fargo January 2010 - June 2011
Wachovia, A Wells Fargo Company October 2009 - January 2010
Wachovia July 2007 - October 2009
Wachovia March 2007 - June 2007
Wachovia December 2006 - March 2007
JBA Network March 2006 - November 2006
Clockware February 2005 - January 2006
Skills
Enterprise Collaboration, Portal Applications, Web Applications, Agile Methodologies, XML, JavaScript, SEO, Requirements Analysis, Social Media, Intranet, Requirements Gathering, Databases, SQL, IIS, SharePoint, Web Development, User Experience, Business Analysis, Analysis
Education
University of North Carolina at Asheville 2002 — 2006
MLA
Eastern Michigan University 1995 — 1997
n/a
Dickinson College 1989 — 1993
BA
Avon Old Farms School 1985 — 1989
High School Diploma
James McIver James McIver's Wachovia Experience February 2003 - October 2005
Job IT Sr Project Manager
Industry Information Technology and Services
Experience
Biogen June 2014 - June 2015
GSK October 2013 - June 2014
First Citizens Bank April 2013 - August 2013
Wells Fargo April 2011 - February 2013
RBS Citizens Group July 2010 - February 2011
Wachovia/Wells Fargo October 2009 - July 2010
Cisco Systems with Keane November 2007 - February 2009
Wachovia February 2003 - October 2005
Mercer Human Resources Consulting June 2000 - April 2003
EDS October 1994 - February 1999
Skills
SDLC, Business Analysis, Program Management, Agile Methodologies, Requirements Analysis, PMP, Vendor Management, PMO, Visio, Change Management, SharePoint, Integration, Software Documentation, Project Planning, Quality Assurance, MS Project, Cross-functional Team..., CRM, Process Improvement, Project Management, Testing, Software Development, Management, Six Sigma, Analysis, Oracle, Risk Management, Leadership, Software Project..., Access, Training, Microsoft Project
Education
East Carolina University
BA, Computer Science, History
East Carolina University
MA (in process), Cliometrics
United States Air Force Academy
Aeronautical Engineering
Biogen June 2014 - June 2015
GSK October 2013 - June 2014
First Citizens Bank April 2013 - August 2013
Wells Fargo April 2011 - February 2013
RBS Citizens Group July 2010 - February 2011
Wachovia/Wells Fargo October 2009 - July 2010
Cisco Systems with Keane November 2007 - February 2009
Wachovia February 2003 - October 2005
Mercer Human Resources Consulting June 2000 - April 2003
EDS October 1994 - February 1999
Skills
SDLC, Business Analysis, Program Management, Agile Methodologies, Requirements Analysis, PMP, Vendor Management, PMO, Visio, Change Management, SharePoint, Integration, Software Documentation, Project Planning, Quality Assurance, MS Project, Cross-functional Team..., CRM, Process Improvement, Project Management, Testing, Software Development, Management, Six Sigma, Analysis, Oracle, Risk Management, Leadership, Software Project..., Access, Training, Microsoft Project
Education
East Carolina University
BA, Computer Science, History
East Carolina University
MA (in process), Cliometrics
United States Air Force Academy
Aeronautical Engineering
Nick Giaimo Nick Giaimo's Wachovia Experience August 2005 - August 2007
Job Director Assistant Treasurer at Piedmont Natural Gas
Industry Utilities
Experience
Piedmont Natural Gas November 2014 - Present
Piedmont Natural Gas August 2007 - October 2014
Wachovia August 2005 - August 2007
Raftelis Financial Consultants, Inc. July 2003 - August 2005
Skills
Corporate Finance, Valuation, Analysis, Investor Relations, Communication, Mergers & Acquisitions, Capital Markets, Risk Management, Investments, Corporate Development, Strategy, Equities, Banking, Finance
Education
Duke University - The Fuqua School of Business 2010 — 2011
MBA, Business
Wake Forest University 1999 — 2003
Bachelors, Economics
Piedmont Natural Gas November 2014 - Present
Piedmont Natural Gas August 2007 - October 2014
Wachovia August 2005 - August 2007
Raftelis Financial Consultants, Inc. July 2003 - August 2005
Skills
Corporate Finance, Valuation, Analysis, Investor Relations, Communication, Mergers & Acquisitions, Capital Markets, Risk Management, Investments, Corporate Development, Strategy, Equities, Banking, Finance
Education
Duke University - The Fuqua School of Business 2010 — 2011
MBA, Business
Wake Forest University 1999 — 2003
Bachelors, Economics
Jeffrey R. (Jeff) Rockwell - High's Wachovia Experience 2006 - 2007
Job Senior Manager Fair Value Measurements
Industry Financial Services
Experience
CAPTRUST 2014 - 2015
Fidelity Investments 2012 - 2014
AECOM 2011 - 2012
Wells Fargo 2009 - 2010
Deutsche Bank EVS Chile S.A. 2007 - 2009
Wachovia 2006 - 2007
Wachovia July 2005 - December 2005
Wachovia 2004 - 2005
Wachovia 2001 - 2002
Skills
Bloomberg, Credit Derivatives, VBA, Derivatives, Trading, Equities, Equity Derivatives, Financial Markets, Investment Banking, Valuation, Options, Financial Risk, Financial Analysis, Credit Risk, SAS, Securities, Investments, Electronic Trading
Education
Duke University
Finance & Economics - in progress, 4.00 GPA
North Carolina State University
Doctor of Philosophy (Ph.D.), Financial Economics, 4.00 GPA
North Carolina State University
Master of Science (M.S.) - in progress, Financial Mathematics, 4.00 GPA
University of North Carolina at Greensboro
Master of Economics (M.Econ), Financial Econometrics
University of North Carolina
B.S., Finance and Financial Economics
University of Cape Town
B.Com. Management Science, Honours Finance and Applied Statistics
CAPTRUST 2014 - 2015
Fidelity Investments 2012 - 2014
AECOM 2011 - 2012
Wells Fargo 2009 - 2010
Deutsche Bank EVS Chile S.A. 2007 - 2009
Wachovia 2006 - 2007
Wachovia July 2005 - December 2005
Wachovia 2004 - 2005
Wachovia 2001 - 2002
Skills
Bloomberg, Credit Derivatives, VBA, Derivatives, Trading, Equities, Equity Derivatives, Financial Markets, Investment Banking, Valuation, Options, Financial Risk, Financial Analysis, Credit Risk, SAS, Securities, Investments, Electronic Trading
Education
Duke University
Finance & Economics - in progress, 4.00 GPA
North Carolina State University
Doctor of Philosophy (Ph.D.), Financial Economics, 4.00 GPA
North Carolina State University
Master of Science (M.S.) - in progress, Financial Mathematics, 4.00 GPA
University of North Carolina at Greensboro
Master of Economics (M.Econ), Financial Econometrics
University of North Carolina
B.S., Finance and Financial Economics
University of Cape Town
B.Com. Management Science, Honours Finance and Applied Statistics
Jason Lenhart's Wachovia Experience May 2006 - March 2009
Job Executive Director, Engineering at Comcast Interactive Media
Industry Information Technology and Services
Experience
Comcast Interactive Media March 2009 - Present
Wachovia May 2006 - March 2009
Independence Blue Cross July 2002 - May 2006
Hewlett-Packard (formerly Bluestone Software) August 1999 - July 2002
L3 Communications February 1998 - August 1999
Lockheed Martin Space Systems Company January 1997 - February 1998
Skills
Agile Methodologies, Java, Scrum, Web Services, XML, Integration, Software Development, REST, Enterprise Architecture, Java Enterprise Edition, Spring, E-commerce, Software Engineering, Architecture, Hibernate, Mobile Applications, SOA, Quality Assurance, SDLC, Agile Project Management, Unix, Software Project..., Web Applications, Architectures, Spring Framework
Education
Drexel University
MS
University of Tennessee-Knoxville
BS
Comcast Interactive Media March 2009 - Present
Wachovia May 2006 - March 2009
Independence Blue Cross July 2002 - May 2006
Hewlett-Packard (formerly Bluestone Software) August 1999 - July 2002
L3 Communications February 1998 - August 1999
Lockheed Martin Space Systems Company January 1997 - February 1998
Skills
Agile Methodologies, Java, Scrum, Web Services, XML, Integration, Software Development, REST, Enterprise Architecture, Java Enterprise Edition, Spring, E-commerce, Software Engineering, Architecture, Hibernate, Mobile Applications, SOA, Quality Assurance, SDLC, Agile Project Management, Unix, Software Project..., Web Applications, Architectures, Spring Framework
Education
Drexel University
MS
University of Tennessee-Knoxville
BS
Ben Vinzant's Wachovia Experience March 2008 - January 2009
Job SVP Sales Analytics, Consumer Credit Solutions at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2014 - Present
Wells Fargo January 2009 - October 2014
Wachovia March 2008 - January 2009
Wachovia June 2006 - March 2008
Intel Corporation June 2004 - June 2006
Skills
Analytics, Product Management, Financial Analysis, Strategy, Competitive Analysis, Leadership, Management, Analysis, Portfolio Management, Finance, Forecasting, Project Management, Strategic Planning, Strategic Financial..., Financial Services, Marketing, Pricing, Banking, Risk Management, Cross-functional Team..., Mergers & Acquisitions, Financial Modeling, Business Analysis, Credit, Loans, Consulting
Education
Duke University - The Fuqua School of Business 2007 — 2009
MBA
University of Arizona, Eller College of Management 2000 — 2004
BS
Wells Fargo October 2014 - Present
Wells Fargo January 2009 - October 2014
Wachovia March 2008 - January 2009
Wachovia June 2006 - March 2008
Intel Corporation June 2004 - June 2006
Skills
Analytics, Product Management, Financial Analysis, Strategy, Competitive Analysis, Leadership, Management, Analysis, Portfolio Management, Finance, Forecasting, Project Management, Strategic Planning, Strategic Financial..., Financial Services, Marketing, Pricing, Banking, Risk Management, Cross-functional Team..., Mergers & Acquisitions, Financial Modeling, Business Analysis, Credit, Loans, Consulting
Education
Duke University - The Fuqua School of Business 2007 — 2009
MBA
University of Arizona, Eller College of Management 2000 — 2004
BS
Sailesh Mantha's Wachovia Experience January 2004 - July 2008
Job Global Business Technology Leader
Industry Banking
Experience
Wells Fargo June 2010 - Present
Wells Fargo May 2009 - May 2010
Wachovia Bank August 2008 - April 2009
Wachovia January 2004 - July 2008
Wachovia Bank April 2001 - July 2004
First Union National Bank January 1998 - April 2001
Skills
IT Strategy, Business Strategy, Service Delivery, IT Leadership, Vendor Management, Business Analysis, Portfolio Management, SDLC, Process Improvement, Program Management, Financial Services, Risk Management, Business Intelligence, Governance, Relationship Management, Enterprise Architecture, Banking, Strategic Planning, Project Management, Change Management, Capital Markets
Education
Duke University - The Fuqua School of Business 2006 — 2007
MBA
New Jersey Institute of Technology 1994 — 1996
MS
Central Electro-chemical Research Inst 1990 — 1994
BTech
Wells Fargo June 2010 - Present
Wells Fargo May 2009 - May 2010
Wachovia Bank August 2008 - April 2009
Wachovia January 2004 - July 2008
Wachovia Bank April 2001 - July 2004
First Union National Bank January 1998 - April 2001
Skills
IT Strategy, Business Strategy, Service Delivery, IT Leadership, Vendor Management, Business Analysis, Portfolio Management, SDLC, Process Improvement, Program Management, Financial Services, Risk Management, Business Intelligence, Governance, Relationship Management, Enterprise Architecture, Banking, Strategic Planning, Project Management, Change Management, Capital Markets
Education
Duke University - The Fuqua School of Business 2006 — 2007
MBA
New Jersey Institute of Technology 1994 — 1996
MS
Central Electro-chemical Research Inst 1990 — 1994
BTech
Reese Issel's Wachovia Experience October 1998 - December 2007
Job Thought Leader at Green Electron
Industry Banking
Experience
Green Electron August 2008 - Present
Wachovia/First Union 2001 - 2008
Wachovia October 1998 - December 2007
Compass Group 1996 - 1998
Skills
Strategy, Data Center, Business Strategy, Financial Risk, Operational Risk..., Networking, Banking, Offshoring, Vendor Management, Risk Management, SDLC, Financial Services, Business Analysis
Education
Duke University - The Fuqua School of Business 1993 — 1995
mba
BS & MS Computer Science
Green Electron August 2008 - Present
Wachovia/First Union 2001 - 2008
Wachovia October 1998 - December 2007
Compass Group 1996 - 1998
Skills
Strategy, Data Center, Business Strategy, Financial Risk, Operational Risk..., Networking, Banking, Offshoring, Vendor Management, Risk Management, SDLC, Financial Services, Business Analysis
Education
Duke University - The Fuqua School of Business 1993 — 1995
mba
BS & MS Computer Science
Mike Osmera's Wachovia Experience 2005 - 2009
Job Director, Regulatory Compliance Risk at Wells Fargo; Owner of Zippy Shell of Charlotte
Industry Banking
Experience
Wells Fargo July 2015 - Present
Zippy Shell of Charlotte 2013 - Present
Wells Fargo 2014 - 2015
ABCO Group North America 2013 - 2014
Bank of America 2011 - 2013
Wells Fargo 2009 - 2011
Wachovia 2005 - 2009
Wachovia 2001 - 2005
First Union 1998 - 2001
Nationsbank 1997 - 1997
Skills
Portfolio Management, Fixed Income, Risk Management, Commercial Lending, Analysis, Counterparty Risk, Credit Risk, Credit Analysis, Financial Risk, Hedging, Operational Risk, Audit Management, Quantitative Analytics, Quantitative Risk, Commercial Banking, Capital Markets, Capital Markets Analysis, Risk Governance, Risk Compliance, Risk Assessment, Basel II, Finance, Market Risk, Credit, Management, Strategy, Leadership, Banking, Investment Banking, Financial Analysis, Financial Modeling, Financial Services, Analytics, Loans, Investments, Securities
Education
Duke University - The Fuqua School of Business
MBA, Finance
Naval Nuclear Power School
Stanford University
BS, Electrical Engineering
Wells Fargo July 2015 - Present
Zippy Shell of Charlotte 2013 - Present
Wells Fargo 2014 - 2015
ABCO Group North America 2013 - 2014
Bank of America 2011 - 2013
Wells Fargo 2009 - 2011
Wachovia 2005 - 2009
Wachovia 2001 - 2005
First Union 1998 - 2001
Nationsbank 1997 - 1997
Skills
Portfolio Management, Fixed Income, Risk Management, Commercial Lending, Analysis, Counterparty Risk, Credit Risk, Credit Analysis, Financial Risk, Hedging, Operational Risk, Audit Management, Quantitative Analytics, Quantitative Risk, Commercial Banking, Capital Markets, Capital Markets Analysis, Risk Governance, Risk Compliance, Risk Assessment, Basel II, Finance, Market Risk, Credit, Management, Strategy, Leadership, Banking, Investment Banking, Financial Analysis, Financial Modeling, Financial Services, Analytics, Loans, Investments, Securities
Education
Duke University - The Fuqua School of Business
MBA, Finance
Naval Nuclear Power School
Stanford University
BS, Electrical Engineering
Yamini Sarma, PMP's Wachovia Experience 2002 - 2005
Job Program Manager at The Nielsen Company
Industry Information Technology and Services
Experience
The Nielsen Company Senior AnalystThe Nielsen CompanyJanuary 2009 - February 2012
Walgreens February 2005 - June 2010
Wachovia 2002 - 2005
Wachovia Securities 2002 - 2005
Greenbrier & Russel 1998 - 2005
Education
DePaul University
Masters, Information Systems
The Nielsen Company Senior AnalystThe Nielsen CompanyJanuary 2009 - February 2012
Walgreens February 2005 - June 2010
Wachovia 2002 - 2005
Wachovia Securities 2002 - 2005
Greenbrier & Russel 1998 - 2005
Education
DePaul University
Masters, Information Systems
Sachin Mahajan's Wachovia Experience March 2008 - August 2012
Job Senior .Net Developer at LendingTree
Industry Banking
Experience
LendingTree September 2012 - Present
Synechron January 2010 - September 2012
Wachovia March 2008 - August 2012
Synechron Technologies March 2006 - December 2011
Aurora Loan Service July 2005 - March 2008
Lehman Brothers Bank 2006 - 2008
Synechron 2002 - 2007
Suvi Information Systems January 2001 - July 2002
Skills
ASP.NET, Agile Methodologies, Business Analysis, C#, Microsoft SQL Server, Oracle, Requirements Analysis, SDLC, SOA, Software Project..., Team Management, Test Planning, Web Services, SQL
Education
Devi Ahilya Vishwavidyalaya 1997 — 2002
Master of Computer Management (MCM), Computer Science
LendingTree September 2012 - Present
Synechron January 2010 - September 2012
Wachovia March 2008 - August 2012
Synechron Technologies March 2006 - December 2011
Aurora Loan Service July 2005 - March 2008
Lehman Brothers Bank 2006 - 2008
Synechron 2002 - 2007
Suvi Information Systems January 2001 - July 2002
Skills
ASP.NET, Agile Methodologies, Business Analysis, C#, Microsoft SQL Server, Oracle, Requirements Analysis, SDLC, SOA, Software Project..., Team Management, Test Planning, Web Services, SQL
Education
Devi Ahilya Vishwavidyalaya 1997 — 2002
Master of Computer Management (MCM), Computer Science
Brian Mancini's Wachovia Experience October 2005 - April 2007
Job Teller at Nova Savings Bank
Industry Banking
Experience
Nova Savings Bank May 2007 - Present
Wachovia October 2005 - April 2007
Citizens Bank November 2003 - July 2005
Trans Union 1999 - 2003
trans union 1999 - 2003
Education
University of South Carolina-Columbia 2005 — 2006
Finance
Delaware County Community College 2003 — 2005
Nova Savings Bank May 2007 - Present
Wachovia October 2005 - April 2007
Citizens Bank November 2003 - July 2005
Trans Union 1999 - 2003
trans union 1999 - 2003
Education
University of South Carolina-Columbia 2005 — 2006
Finance
Delaware County Community College 2003 — 2005
Shontia Bennett's Wachovia Experience October 2004 - September 2005
Job Quality Assurance Team Lead
Industry Information Technology and Services
Experience
Incomm November 2012 - Present
Cadillac Jack September 2010 - November 2012
ista North America June 2007 - February 2011
NetBank October 2005 - June 2007
Wachovia October 2004 - September 2005
Skills
Microsoft SQL Server, .NET, SDLC, C#, SharePoint, SQL, Software Documentation, Integration, Quality Assurance, Test Planning, Scrum
Education
DeVry University 2003 — 2006
Bachelor of Science, Computer Information Systems
DeVry University 2003 — 2006
Bachelor of Science, Computer Information Systems
Incomm November 2012 - Present
Cadillac Jack September 2010 - November 2012
ista North America June 2007 - February 2011
NetBank October 2005 - June 2007
Wachovia October 2004 - September 2005
Skills
Microsoft SQL Server, .NET, SDLC, C#, SharePoint, SQL, Software Documentation, Integration, Quality Assurance, Test Planning, Scrum
Education
DeVry University 2003 — 2006
Bachelor of Science, Computer Information Systems
DeVry University 2003 — 2006
Bachelor of Science, Computer Information Systems
Sally Askew Mir's Wachovia Experience May 2000 - August 2009
Job DB2 Software Systems Programmer
Industry Information Technology and Services
Experience
BB&T June 2012 - Present
BB&T February 2010 - June 2012
Wachovia May 2000 - August 2009
Blue Cross Blue Shield of Georgia 1998 - 2000
Northern Trust 1990 - 1999
Skills
DB2, DBA, Database Design, SQL, z/OS, SQL Tuning, Mainframe, Performance Tuning, JCL, TSO, IBM Mainframe, Database Administration, ISPF, AIX, CICS, COBOL, Data Modeling, Data Warehousing, Database Admin, Databases, Disaster Recovery, ETL, Enterprise Software, MVS, Music, Opera, Relational Databases, Stored Procedures, Unix, VSAM
Education
DePaul University 1989 — 1990
Certificate - With Distinction, Computer Career Program
University of Cincinnati 1986 — 1988
MM, Voice, Music
University of Cincinnati College-Conservatory of Music 1986 — 1988
MM, Voice, Music
Samford University 1980 — 1985
BME, Music
Flint River Academy 1975 — 1980
BB&T June 2012 - Present
BB&T February 2010 - June 2012
Wachovia May 2000 - August 2009
Blue Cross Blue Shield of Georgia 1998 - 2000
Northern Trust 1990 - 1999
Skills
DB2, DBA, Database Design, SQL, z/OS, SQL Tuning, Mainframe, Performance Tuning, JCL, TSO, IBM Mainframe, Database Administration, ISPF, AIX, CICS, COBOL, Data Modeling, Data Warehousing, Database Admin, Databases, Disaster Recovery, ETL, Enterprise Software, MVS, Music, Opera, Relational Databases, Stored Procedures, Unix, VSAM
Education
DePaul University 1989 — 1990
Certificate - With Distinction, Computer Career Program
University of Cincinnati 1986 — 1988
MM, Voice, Music
University of Cincinnati College-Conservatory of Music 1986 — 1988
MM, Voice, Music
Samford University 1980 — 1985
BME, Music
Flint River Academy 1975 — 1980
Kevin O'Donnell's Wachovia Experience September 2003 - September 2006
Job Senior Vice President, Global Practice Executive
Industry Financial Services
Experience
Hylant May 2013 - Present
Hylant September 2006 - Present
Wachovia September 2003 - September 2006
Marsh & McLennan Companies, Inc. June 1999 - September 2003
Marsh & McLennan Companies, Inc. March 1996 - June 1999
Marsh & McLennan Companies, Inc. March 1993 - March 1996
Skills
Analysis, Workers Compensation, Life Insurance, Financial Reporting, Strategic Planning, D&O, Customer Service, Underwriting, Commercial Insurance, General Insurance, Reinsurance, Team Building, Financial Modeling, Disability Insurance, Insurance, Strategic Financial..., Brokerage, Health Insurance, Property & Casualty..., Risk Management, New Business Development, Auditing, Accounting, Forecasting, Marketing, Budgets, Employee Benefits, Excess, Investments, Relationship Management, Enterprise Risk..., Cash Management, Executive Management, Inland Marine, Umbrella Insurance, Risk Analysis, Litigation Management, Insurance Law, Business Planning, Strategy, Small Business, Retirement Planning, Liability Analysis, @Risk, Banking, Wealth Management, COBRA, Financial Planning
Education
DePaul University
B.S.
Marian Catholic
Hylant May 2013 - Present
Hylant September 2006 - Present
Wachovia September 2003 - September 2006
Marsh & McLennan Companies, Inc. June 1999 - September 2003
Marsh & McLennan Companies, Inc. March 1996 - June 1999
Marsh & McLennan Companies, Inc. March 1993 - March 1996
Skills
Analysis, Workers Compensation, Life Insurance, Financial Reporting, Strategic Planning, D&O, Customer Service, Underwriting, Commercial Insurance, General Insurance, Reinsurance, Team Building, Financial Modeling, Disability Insurance, Insurance, Strategic Financial..., Brokerage, Health Insurance, Property & Casualty..., Risk Management, New Business Development, Auditing, Accounting, Forecasting, Marketing, Budgets, Employee Benefits, Excess, Investments, Relationship Management, Enterprise Risk..., Cash Management, Executive Management, Inland Marine, Umbrella Insurance, Risk Analysis, Litigation Management, Insurance Law, Business Planning, Strategy, Small Business, Retirement Planning, Liability Analysis, @Risk, Banking, Wealth Management, COBRA, Financial Planning
Education
DePaul University
B.S.
Marian Catholic
Deepti Kalra's Wachovia Experience February 2007 - June 2008
Job Data Analytics & Strategy
Industry Banking
Experience
JPMorgan Chase & Co. May 2015 - Present
MasterCard Advisors September 2014 - May 2015
American Express April 2013 - April 2014
American Express June 2010 - April 2013
MetLife June 2008 - April 2010
Wachovia February 2007 - June 2008
University of Houston August 2003 - August 2006
Skills
Credit Risk, Financial Risk, SAS, Statistical Modeling, Portfolio Management, Analysis, Statistics, Matlab, Banking, Predictive Analytics, Enterprise Risk..., Credit, Strategy, Investments, Risk Management, SAS programming, Basel II, Operational Risk, Risk Analytics, Risk Analysis, Analytics, Business Analysis
Education
University of Houston 2003 — 2006
MS & PhD, Mathematics
St. Stephen's College 2002 — 2003
Research, Mathematics
Delhi University 1998 — 2001
BA (Hons), Mathematics
JPMorgan Chase & Co. May 2015 - Present
MasterCard Advisors September 2014 - May 2015
American Express April 2013 - April 2014
American Express June 2010 - April 2013
MetLife June 2008 - April 2010
Wachovia February 2007 - June 2008
University of Houston August 2003 - August 2006
Skills
Credit Risk, Financial Risk, SAS, Statistical Modeling, Portfolio Management, Analysis, Statistics, Matlab, Banking, Predictive Analytics, Enterprise Risk..., Credit, Strategy, Investments, Risk Management, SAS programming, Basel II, Operational Risk, Risk Analytics, Risk Analysis, Analytics, Business Analysis
Education
University of Houston 2003 — 2006
MS & PhD, Mathematics
St. Stephen's College 2002 — 2003
Research, Mathematics
Delhi University 1998 — 2001
BA (Hons), Mathematics
Christine Pearce Shultz's Wachovia Experience 2002 - 2009
Job Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities 2005 - Present
Wachovia Securities 2002 - 2009
Wachovia 2002 - 2009
Education
Duke University 1994 — 1998
Middlesex School 1990 — 1994
HS
Wells Fargo Securities 2005 - Present
Wachovia Securities 2002 - 2009
Wachovia 2002 - 2009
Education
Duke University 1994 — 1998
Middlesex School 1990 — 1994
HS
Jamie Gregory's Wachovia Experience 1999 - 2009
Job Head of Corporate Development and Planning at Regions Financial
Industry Banking
Experience
Regions Financial August 2013 - Present
Regions Bank May 2009 - August 2013
Wachovia 1999 - 2009
Skills
Portfolio Management, Financial Analysis, Banking, Management, Securitization
Education
Duke University - The Fuqua School of Business 2001 — 2003
Master of Business Administration (MBA)
North Carolina State University 1994 — 1998
MA, Economics
Regions Financial August 2013 - Present
Regions Bank May 2009 - August 2013
Wachovia 1999 - 2009
Skills
Portfolio Management, Financial Analysis, Banking, Management, Securitization
Education
Duke University - The Fuqua School of Business 2001 — 2003
Master of Business Administration (MBA)
North Carolina State University 1994 — 1998
MA, Economics
Shane Bumgarner's Wachovia Experience May 2007 - August 2011
Job Senior Vice President, Risk Information at PNC Financial Services
Industry Banking
Experience
PNC Financial Services August 2010 - Present
Wachovia May 2007 - August 2011
Ford Motor Company 2005 - 2007
DFCU Financial 2004 - 2007
Ford Motor Company 2001 - 2007
Andersen Consulting 1989 - 1994
Skills
Data Warehousing, Banking, Business Intelligence, SDLC, Business Analysis, IT Strategy, Analysis, Risk Management, Process Improvement, Business Process...
Education
Drake University 1985 — 1989
BSBA, Actuarial Science
PNC Financial Services August 2010 - Present
Wachovia May 2007 - August 2011
Ford Motor Company 2005 - 2007
DFCU Financial 2004 - 2007
Ford Motor Company 2001 - 2007
Andersen Consulting 1989 - 1994
Skills
Data Warehousing, Banking, Business Intelligence, SDLC, Business Analysis, IT Strategy, Analysis, Risk Management, Process Improvement, Business Process...
Education
Drake University 1985 — 1989
BSBA, Actuarial Science
Prasad Bhandare's Wachovia Experience December 1998 - Present
Job VP at Wachovia
Industry Banking
Experience
Wachovia December 1998 - Present
Education
Duke University - The Fuqua School of Business 2007 — 2008
MBA
Wachovia December 1998 - Present
Education
Duke University - The Fuqua School of Business 2007 — 2008
MBA
Carey Main's Wachovia Experience November 2004 - August 2009
Job Business Intelligence Manager
Industry Financial Services
Experience
Wachovia November 2004 - August 2009
Pacific Gas & Electric October 2002 - September 2004
Motorola July 2001 - September 2002
CG Investments October 1997 - November 1998
Jackson Partners September 1994 - October 1997
Education
The University of Chicago 1998 — 2001
MS, Computer Science
DePaul University 1990 — 1994
BA, Economics
Wachovia November 2004 - August 2009
Pacific Gas & Electric October 2002 - September 2004
Motorola July 2001 - September 2002
CG Investments October 1997 - November 1998
Jackson Partners September 1994 - October 1997
Education
The University of Chicago 1998 — 2001
MS, Computer Science
DePaul University 1990 — 1994
BA, Economics
Bill Berkness's Wachovia Experience 2008 - 2008
Job Senior Consultant at Carlisle & Gallagher Consulting Group
Industry Banking
Experience
Carlisle & Gallagher Consulting Group 2010 - Present
Wachovia, A Wells Fargo Company 2009 - 2010
Wachovia 2008 - 2008
Wachovia Bank 2006 - 2008
Wachovia Bank 2003 - 2006
Skills
Business Analysis, Process Improvement, Cross-functional Team..., Business Intelligence, Strategy, Mortgage Lending, Credit, Loans, Project Management, Leadership, Management, E-commerce, Six Sigma, Analysis, Retail Banking, Financial Services, Mergers, MS Project, PMO, SharePoint, Product Management, Consulting, Mergers & Acquisitions, Home Equity
Education
Duke University - The Fuqua School of Business
MBA, Business
Virginia Military Institute
BA, English
Carlisle & Gallagher Consulting Group 2010 - Present
Wachovia, A Wells Fargo Company 2009 - 2010
Wachovia 2008 - 2008
Wachovia Bank 2006 - 2008
Wachovia Bank 2003 - 2006
Skills
Business Analysis, Process Improvement, Cross-functional Team..., Business Intelligence, Strategy, Mortgage Lending, Credit, Loans, Project Management, Leadership, Management, E-commerce, Six Sigma, Analysis, Retail Banking, Financial Services, Mergers, MS Project, PMO, SharePoint, Product Management, Consulting, Mergers & Acquisitions, Home Equity
Education
Duke University - The Fuqua School of Business
MBA, Business
Virginia Military Institute
BA, English
Gail Lawrence's Wachovia Experience Sr. Wholesale Learning ManagerWachovia Bank2006 - Present
Job SVP, Wholesale Learning and Development Manager at Wachovia
Industry Financial Services
Experience
Wachovia Sr. Wholesale Learning ManagerWachovia Bank2006 - Present
Fifth Third Bank 2003 - 2006
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2003
Wachovia Sr. Wholesale Learning ManagerWachovia Bank2006 - Present
Fifth Third Bank 2003 - 2006
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2003
Bill Cadwell's Wachovia Experience CouncilmanNorristownJanuary 2006 - Present
Job Bank Officer at Wachovia
Industry Financial Services
Experience
Wachovia CouncilmanNorristownJanuary 2006 - Present
Education
Delaware Valley University 1978 — 1982
Wachovia CouncilmanNorristownJanuary 2006 - Present
Education
Delaware Valley University 1978 — 1982
Michael Wade's Wachovia Experience January 2008 - December 2008
Job at Deloitte & Touche
Industry Capital Markets
Experience
Deloitte & Touche January 2009 - Present
Deloitte & Touche 2009 - Present
Wachovia January 2008 - December 2008
Wachovia Securities January 2005 - December 2007
Wachovia Securities January 2001 - January 2005
Wachovia Securities January 2000 - 2001
Mentor Investment Group January 1998 - January 2000
Mentor Investment Group January 1996 - January 1998
Mentor Investment Group January 1994 - January 1996
Wheat First Securities January 1993 - January 1994
Skills
Mergers, Strategy, Mergers & Acquisitions, Risk Management, Leadership, Project Management, Capital Markets, Governance, Management, Cross-functional Team..., Strategic Planning, Securities, Project Planning, Financial Modeling, Financial Analysis, Corporate Finance, Forecasting, Integration, Operational Risk..., Team Leadership, Finance, Team Building, Consulting
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA
Virginia Polytechnic Institute and State University 1985 — 1989
BS, Accounting
Deloitte & Touche January 2009 - Present
Deloitte & Touche 2009 - Present
Wachovia January 2008 - December 2008
Wachovia Securities January 2005 - December 2007
Wachovia Securities January 2001 - January 2005
Wachovia Securities January 2000 - 2001
Mentor Investment Group January 1998 - January 2000
Mentor Investment Group January 1996 - January 1998
Mentor Investment Group January 1994 - January 1996
Wheat First Securities January 1993 - January 1994
Skills
Mergers, Strategy, Mergers & Acquisitions, Risk Management, Leadership, Project Management, Capital Markets, Governance, Management, Cross-functional Team..., Strategic Planning, Securities, Project Planning, Financial Modeling, Financial Analysis, Corporate Finance, Forecasting, Integration, Operational Risk..., Team Leadership, Finance, Team Building, Consulting
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA
Virginia Polytechnic Institute and State University 1985 — 1989
BS, Accounting
Sankar Ramesh, MS, MBA's Wachovia Experience January 2006 - October 2009
Job AVP, Mobile Systems Engineer /Strategist
Industry Information Technology and Services
Experience
Wells Fargo July 2013 - Present
Wells Fargo Bank November 2009 - July 2013
Wachovia January 2006 - October 2009
FCC (Nova) July 2003 - January 2006
PBGC (Cexec) September 2002 - July 2003
Centers for Medicare and Medicaid (CMS) May 2001 - September 2002
Winstar Communications January 2000 - May 2001
Social Security Administration (RGI) April 1998 - January 2000
Unisys (ADI) January 1997 - April 1998
Skills
Strategy, Business Process..., Process Improvement, Active Directory, Management, Enterprise Software, Competitive Analysis, Troubleshooting, Analysis, Microsoft Exchange, Operations Management, Mobile Devices, Infrastructure, Customer Service, Enterprise Architecture, Business Analysis, Disaster Recovery, Network Security, Integration, Risk Management, SharePoint, Security, Analytics, Budgets, Program Management, Data Center, System Administration, IT Operations, IT Strategy, Project Management, Relationship Management, Virtualization, Software Installation, IT Management
Education
Duke University - The Fuqua School of Business 2008 — 2009
MBA, Strategy, Marketing, Finance
Virginia Polytechnic Institute and State University 1992 — 1994
Master of Science (MS), Construction Management
Visvesvaraya Technological University 1989 — 1992
ME, Civil Engineering
Visvesvaraya Technological University 1984 — 1989
BE, Civil Engineering
Wells Fargo July 2013 - Present
Wells Fargo Bank November 2009 - July 2013
Wachovia January 2006 - October 2009
FCC (Nova) July 2003 - January 2006
PBGC (Cexec) September 2002 - July 2003
Centers for Medicare and Medicaid (CMS) May 2001 - September 2002
Winstar Communications January 2000 - May 2001
Social Security Administration (RGI) April 1998 - January 2000
Unisys (ADI) January 1997 - April 1998
Skills
Strategy, Business Process..., Process Improvement, Active Directory, Management, Enterprise Software, Competitive Analysis, Troubleshooting, Analysis, Microsoft Exchange, Operations Management, Mobile Devices, Infrastructure, Customer Service, Enterprise Architecture, Business Analysis, Disaster Recovery, Network Security, Integration, Risk Management, SharePoint, Security, Analytics, Budgets, Program Management, Data Center, System Administration, IT Operations, IT Strategy, Project Management, Relationship Management, Virtualization, Software Installation, IT Management
Education
Duke University - The Fuqua School of Business 2008 — 2009
MBA, Strategy, Marketing, Finance
Virginia Polytechnic Institute and State University 1992 — 1994
Master of Science (MS), Construction Management
Visvesvaraya Technological University 1989 — 1992
ME, Civil Engineering
Visvesvaraya Technological University 1984 — 1989
BE, Civil Engineering
Kakoli Pardikar's Wachovia Experience May 2007 - October 2009
Job Project Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2010 - Present
Wachovia May 2007 - October 2009
Fidelity Investments 2000 - 2006
Bank Melli Iran 1999 - 2001
Skills
Business Analysis, SDLC, Software Development, Software Project..., Time Management, Business Process, Program Management, Process Improvement
Education
Southern New Hampshire University 2000 — 2003
Master of Business Administration (MBA), Computer Science
Devi Ahilya Vishwavidyalaya 1993 — 1997
BCA, Computer Science
Gulf Indian High School
Wells Fargo March 2010 - Present
Wachovia May 2007 - October 2009
Fidelity Investments 2000 - 2006
Bank Melli Iran 1999 - 2001
Skills
Business Analysis, SDLC, Software Development, Software Project..., Time Management, Business Process, Program Management, Process Improvement
Education
Southern New Hampshire University 2000 — 2003
Master of Business Administration (MBA), Computer Science
Devi Ahilya Vishwavidyalaya 1993 — 1997
BCA, Computer Science
Gulf Indian High School
JP Niemann's Wachovia Experience Managing Director, Credit TradingWells Fargo Advisors, LLCJuly 2003 - Present
Job Managing Director, Credit Trading at Wells Fargo Advisors, LLC
Industry Capital Markets
Experience
Wachovia Managing Director, Credit TradingWells Fargo Advisors, LLCJuly 2003 - Present
Education
Washington University in St. Louis - Olin Business School 1999 — 2000
DePauw University
Wachovia Managing Director, Credit TradingWells Fargo Advisors, LLCJuly 2003 - Present
Education
Washington University in St. Louis - Olin Business School 1999 — 2000
DePauw University
Joyce Warren's Wachovia Experience 2002 - 2006
Job Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo 2006 - Present
Wachovia 2002 - 2006
Education
Drexel University - LeBow College of Business
MBA, Finance
University of Maryland - Robert H. Smith School of Business
Wells Fargo 2006 - Present
Wachovia 2002 - 2006
Education
Drexel University - LeBow College of Business
MBA, Finance
University of Maryland - Robert H. Smith School of Business
J.E. Monari's Wachovia Experience 1991 - 2008
Job TruMark Financial
Industry Banking
Experience
TruMark Financial Credit Union June 2010 - Present
Wachovia 1991 - 2008
wachovia 1991 - 2007
First Fidelity Bank 1992 - 1993
Skills
Credit
Education
Temple University 1985 — 1991
Bachelor of Arts, Communications
Saint Joseph's Prep 1980 — 1984
Drexel University
Graduate Retail School of Retail Bank Management
TruMark Financial Credit Union June 2010 - Present
Wachovia 1991 - 2008
wachovia 1991 - 2007
First Fidelity Bank 1992 - 1993
Skills
Credit
Education
Temple University 1985 — 1991
Bachelor of Arts, Communications
Saint Joseph's Prep 1980 — 1984
Drexel University
Graduate Retail School of Retail Bank Management
Tania Ince, MBA, SPHR's Wachovia Experience 2008 - 2009
Job Director, Talent Management at Domtar
Industry Human Resources
Experience
Domtar August 2014 - Present
DeCarlo Consulting 2012 - Present
Snyder's-Lance, Inc. February 2013 - August 2014
Wells Fargo 2009 - 2012
Wachovia 2008 - 2009
GMAC Financial Services (Personal Lines Insurance) 2005 - 2008
Sara Lee Branded Apparel 2000 - 2003
Sara Lee Branded Apparel 1998 - 2000
Federal Express 1996 - 1998
Sara Lee 1995 - 1996
Skills
Leadership Development, Employee Engagement, Coaching, Talent Management, Organizational..., Executive Coaching, Succession Planning, Contract Negotiation, Process Engineering, Strategic Partnerships, Auditing, Strategic Leadership, Organizational..., Strategic Planning, Team Building, Workshop Facilitation, Onboarding, Career Development, Management Consulting, Strategy, Training, Business Strategy, Change Management, Culture Change, Organizational Design, Leadership, Talent Acquisition, Brainstorm Facilitation, Communications Planning, Change Communications, Group Processes, Myers-Briggs Certified, 360 Assessments, New Leader Assimilation, Bench Strength, High Potential..., L&D Strategy, Learning & Development..., StrengthsFinder, Emotional Intelligence, Thinking Styles, Assessment Tools, Action Learning, Appreciative Inquiry, Open Space, World Cafe, Organizational Diagnosis, Team Effectiveness, Team Assessments, Consultative Approach
Education
Duke University - The Fuqua School of Business 1993 — 1995
Master of Business Administration (MBA)
North Carolina Agricultural and Technical State University
BS, Accounting
Domtar August 2014 - Present
DeCarlo Consulting 2012 - Present
Snyder's-Lance, Inc. February 2013 - August 2014
Wells Fargo 2009 - 2012
Wachovia 2008 - 2009
GMAC Financial Services (Personal Lines Insurance) 2005 - 2008
Sara Lee Branded Apparel 2000 - 2003
Sara Lee Branded Apparel 1998 - 2000
Federal Express 1996 - 1998
Sara Lee 1995 - 1996
Skills
Leadership Development, Employee Engagement, Coaching, Talent Management, Organizational..., Executive Coaching, Succession Planning, Contract Negotiation, Process Engineering, Strategic Partnerships, Auditing, Strategic Leadership, Organizational..., Strategic Planning, Team Building, Workshop Facilitation, Onboarding, Career Development, Management Consulting, Strategy, Training, Business Strategy, Change Management, Culture Change, Organizational Design, Leadership, Talent Acquisition, Brainstorm Facilitation, Communications Planning, Change Communications, Group Processes, Myers-Briggs Certified, 360 Assessments, New Leader Assimilation, Bench Strength, High Potential..., L&D Strategy, Learning & Development..., StrengthsFinder, Emotional Intelligence, Thinking Styles, Assessment Tools, Action Learning, Appreciative Inquiry, Open Space, World Cafe, Organizational Diagnosis, Team Effectiveness, Team Assessments, Consultative Approach
Education
Duke University - The Fuqua School of Business 1993 — 1995
Master of Business Administration (MBA)
North Carolina Agricultural and Technical State University
BS, Accounting
Hugh Fitzpatrick's Wachovia Experience 1992 - 2006
Job president at Princeton Capital management
Industry Investment Management
Experience
Princeton Capital Management September 2006 - Present
Wachovia 1992 - 2006
Wachovia Capital Markets, LLC 1992 - 2006
Education
Duke University 1970 — 1974
Princeton Capital Management September 2006 - Present
Wachovia 1992 - 2006
Wachovia Capital Markets, LLC 1992 - 2006
Education
Duke University 1970 — 1974
Martin Bingham's Wachovia Experience August 1999 - Present
Job trader at Wachovia
Industry Financial Services
Experience
Wachovia August 1999 - Present
Education
Denison University 1983 — 1987
BA, economics
Wachovia August 1999 - Present
Education
Denison University 1983 — 1987
BA, economics
Lyubov Krasnitskaya's Wachovia Experience October 2005 - July 2008
Job Senior Global Compensation Analyst at Salesforce.com
Industry Banking
Experience
Salesforce.com January 2011 - Present
First Republic Bank February 2010 - September 2010
Wachovia October 2005 - July 2008
Wachovia Bank 1998 - 2008
World Savings April 1998 - October 2005
Skills
Business Requirements, C#, Business Analysis, Database Design, Integration, Loans, Mergers & Acquisitions, Mortgage Lending, Microsoft SQL Server, Process Improvement, Product Development, Program Management, Programming, Quality Center, Requirements Gathering, SDLC, Software Development, Testing, Troubleshooting, User Acceptance Testing
Education
Dnipropetrovs'kij Nacional'nij Universitet 1977 — 1982
Salesforce.com January 2011 - Present
First Republic Bank February 2010 - September 2010
Wachovia October 2005 - July 2008
Wachovia Bank 1998 - 2008
World Savings April 1998 - October 2005
Skills
Business Requirements, C#, Business Analysis, Database Design, Integration, Loans, Mergers & Acquisitions, Mortgage Lending, Microsoft SQL Server, Process Improvement, Product Development, Program Management, Programming, Quality Center, Requirements Gathering, SDLC, Software Development, Testing, Troubleshooting, User Acceptance Testing
Education
Dnipropetrovs'kij Nacional'nij Universitet 1977 — 1982
David Falworth's Wachovia Experience January 2004 - Present
Job Senior Database Architect
Industry Financial Services
Experience
Wachovia January 2004 - Present
JPMorgan Chase February 2000 - January 2004
Education
Drexel University 1984 — 1988
Wachovia January 2004 - Present
JPMorgan Chase February 2000 - January 2004
Education
Drexel University 1984 — 1988
Joyce Petrenchak's Wachovia Experience Senior Vice PresidentWachovia Trust, Wachovia Bank N.A.2005 - Present
Job Senior Vice President at Wachovia
Industry Financial Services
Experience
Wachovia Senior Vice PresidentWachovia Trust, Wachovia Bank N.A.2005 - Present
Wells Fargo 2005 - Present
The Private Family office 2000 - 2005
Hass and Company 1997 - 1999
Skills
Financial Analysis, Asset Allocation, Investments, Securities, Estate Planning, Tax, Strategic Financial..., Wealth Management, High Net Worth..., Insurance, Investment Advisory, Financial Advisory, Retirement Planning, Asset Management, Mutual Funds, Series 7, Wealth Management..., Financial Planning, Investment Management
Education
Temple University - James E. Beasley School of Law 1998 — 2001
LLM, Taxation
Dickinson Law 1988 — 1991
JD
King's College 1984 — 1988
Wachovia Senior Vice PresidentWachovia Trust, Wachovia Bank N.A.2005 - Present
Wells Fargo 2005 - Present
The Private Family office 2000 - 2005
Hass and Company 1997 - 1999
Skills
Financial Analysis, Asset Allocation, Investments, Securities, Estate Planning, Tax, Strategic Financial..., Wealth Management, High Net Worth..., Insurance, Investment Advisory, Financial Advisory, Retirement Planning, Asset Management, Mutual Funds, Series 7, Wealth Management..., Financial Planning, Investment Management
Education
Temple University - James E. Beasley School of Law 1998 — 2001
LLM, Taxation
Dickinson Law 1988 — 1991
JD
King's College 1984 — 1988
Manjul Kumar Agrawal's Wachovia Experience June 2008 - February 2010
Job Vice President at Citi
Industry Financial Services
Experience
Citi September 2011 - Present
Morgan Stanley June 2010 - August 2011
Gensecure Inc March 2010 - May 2010
Wachovia June 2008 - February 2010
IBM Global Services June 2005 - August 2007
Skills
Business Analysis, Analysis, Data Analysis, Process Improvement, Vendor Management, Access, Financial Modeling, Management, Project Planning, Risk Management, Budgets, Program Management, Requirements Analysis, SDLC
Education
Duke University 2007 — 2008
MS, Master of Engineering Management
Indian Institute of Technology, Madras 2000 — 2005
Bachelors & Masters, Chemical Engg
Raja Ram Mohan Roy Academy, Dehradun 1996 — 1999
High School, High School/Secondary Diplomas and Certificates
Citi September 2011 - Present
Morgan Stanley June 2010 - August 2011
Gensecure Inc March 2010 - May 2010
Wachovia June 2008 - February 2010
IBM Global Services June 2005 - August 2007
Skills
Business Analysis, Analysis, Data Analysis, Process Improvement, Vendor Management, Access, Financial Modeling, Management, Project Planning, Risk Management, Budgets, Program Management, Requirements Analysis, SDLC
Education
Duke University 2007 — 2008
MS, Master of Engineering Management
Indian Institute of Technology, Madras 2000 — 2005
Bachelors & Masters, Chemical Engg
Raja Ram Mohan Roy Academy, Dehradun 1996 — 1999
High School, High School/Secondary Diplomas and Certificates
Jeff Richardson's Wachovia Experience 1987 - 2006
Job SVP/Director, Corporate Development & Capital Planning at Fifth Third
Industry Banking
Experience
Fifth Third Bank April 2014 - Present
Fifth Third Bank 2006 - March 2014
Wachovia 1987 - 2006
Skills
Strategic Planning, Banking, Commercial Lending, Corporate Development, Finance, Financial Analysis, Financial Services, Financial Modeling, Investments, Investor Relations, Leadership, Management, Portfolio Management, Risk Management, Loans, Mergers
Education
Wake Forest University 1983 — 1987
University of North Carolina at Chapel Hill 1992 — 1996
MA, History
Duke University - The Fuqua School of Business 2001 — 2002
MBA
Tullahoma High School
Fifth Third Bank April 2014 - Present
Fifth Third Bank 2006 - March 2014
Wachovia 1987 - 2006
Skills
Strategic Planning, Banking, Commercial Lending, Corporate Development, Finance, Financial Analysis, Financial Services, Financial Modeling, Investments, Investor Relations, Leadership, Management, Portfolio Management, Risk Management, Loans, Mergers
Education
Wake Forest University 1983 — 1987
University of North Carolina at Chapel Hill 1992 — 1996
MA, History
Duke University - The Fuqua School of Business 2001 — 2002
MBA
Tullahoma High School
Kara Haines's Wachovia Experience 2002 - 2007
Job Compliance
Industry Banking
Experience
Deloitte June 2011 - June 2012
TIAA-CREF August 2007 - January 2009
Wachovia 2002 - 2007
Lehman Brothers February 2001 - December 2001
Jane Street Capital April 2000 - February 2001
Susquehanna Investment Group September 1997 - March 2000
Skills
Fixed Income, Risk Management, Banking, Financial Services, Capital Markets, Derivatives, Finance, Securities, Equities, Investments, Analysis, Trading, Options, Investment Banking, FX Options, AML, Financial Markets, Strategy, FINRA, KYC, Financial Risk, Leadership
Education
Drexel University
Deloitte June 2011 - June 2012
TIAA-CREF August 2007 - January 2009
Wachovia 2002 - 2007
Lehman Brothers February 2001 - December 2001
Jane Street Capital April 2000 - February 2001
Susquehanna Investment Group September 1997 - March 2000
Skills
Fixed Income, Risk Management, Banking, Financial Services, Capital Markets, Derivatives, Finance, Securities, Equities, Investments, Analysis, Trading, Options, Investment Banking, FX Options, AML, Financial Markets, Strategy, FINRA, KYC, Financial Risk, Leadership
Education
Drexel University
Roger Kramer, CFA, CAIA's Wachovia Experience June 1998 - May 2001
Job Head of Investment Strategy and Alternative Investments at Voya Financial
Industry Investment Management
Experience
Voya Financial May 2013 - Present
Lincoln Financial Group January 2010 - November 2012
Delaware Investments, a unit of Lincoln Financial July 2006 - January 2010
Progress Energy June 2003 - July 2006
UBS June 2002 - August 2002
Wachovia June 1998 - May 2001
Skills
Investments, Chartered Financial..., Asset Managment, Financial Modeling, Financial Analysis, Valuation, Strategic Financial..., Asset Allocation, Risk Management, Alternative Investments, Fixed Income, Derivatives, Investment Management, Due Diligence, Capital Markets, Wealth Management, Trading, Asset Management, ALM, Hedge Funds, Private Equity, Equities, Bloomberg, Finance, Insurance, Mergers & Acquisitions, Loans, Mutual Funds, Portfolio Management, Financial Risk, Cash Management, Corporate Finance, Investment Strategies, Securities, Credit, Series 7, Bonds, Analysis, Hedging, Investment Banking, Strategy, Economics, Venture Capital, Series 63, Financial Markets, Financial Services, Quantitative Finance, Financial Advisory, Market Risk, ETFs
Education
Duke University - The Fuqua School of Business 2001 — 2003
Masters, Finance
University of North Carolina at Chapel Hill 1992 — 1996
Bachelor of Science, Business Administration
Voya Financial May 2013 - Present
Lincoln Financial Group January 2010 - November 2012
Delaware Investments, a unit of Lincoln Financial July 2006 - January 2010
Progress Energy June 2003 - July 2006
UBS June 2002 - August 2002
Wachovia June 1998 - May 2001
Skills
Investments, Chartered Financial..., Asset Managment, Financial Modeling, Financial Analysis, Valuation, Strategic Financial..., Asset Allocation, Risk Management, Alternative Investments, Fixed Income, Derivatives, Investment Management, Due Diligence, Capital Markets, Wealth Management, Trading, Asset Management, ALM, Hedge Funds, Private Equity, Equities, Bloomberg, Finance, Insurance, Mergers & Acquisitions, Loans, Mutual Funds, Portfolio Management, Financial Risk, Cash Management, Corporate Finance, Investment Strategies, Securities, Credit, Series 7, Bonds, Analysis, Hedging, Investment Banking, Strategy, Economics, Venture Capital, Series 63, Financial Markets, Financial Services, Quantitative Finance, Financial Advisory, Market Risk, ETFs
Education
Duke University - The Fuqua School of Business 2001 — 2003
Masters, Finance
University of North Carolina at Chapel Hill 1992 — 1996
Bachelor of Science, Business Administration
Benita Dutton's Wachovia Experience March 1998 - September 2013
Job Capital Markets Middle Office Analyst at Wells Fargo Securities
Industry Information Technology and Services
Experience
Wells Fargo Securities September 2013 - Present
Wachovia March 1998 - September 2013
Skills
SDLC, SQL, Data Analysis, COBOL, Business Analysis, Microsoft SQL Server, Visio, Oracle, Capital Markets, Access, Unix, Microsoft Excel
Education
DeVry University-Illinois 2012 — 2015
Bachelor of Applied Science (B.A.Sc.), Computer Information Science with Database Management Concentration, A
Dobbins 1989 — 1991
Computer Information Science
Dobbins 1989 — 1991
Computer Information Science
TM P
Wells Fargo Securities September 2013 - Present
Wachovia March 1998 - September 2013
Skills
SDLC, SQL, Data Analysis, COBOL, Business Analysis, Microsoft SQL Server, Visio, Oracle, Capital Markets, Access, Unix, Microsoft Excel
Education
DeVry University-Illinois 2012 — 2015
Bachelor of Applied Science (B.A.Sc.), Computer Information Science with Database Management Concentration, A
Dobbins 1989 — 1991
Computer Information Science
Dobbins 1989 — 1991
Computer Information Science
TM P
Joe Hayek's Wachovia Experience June 1998 - August 2000
Job Executive Vice President of Corporate Development & IR at PC Mall Inc
Industry Computer Hardware
Experience
PC Mall Inc Senior Vice President - Investment BankingRaymond JamesAugust 2000 - March 2008
Wachovia June 1998 - August 2000
Education
Duke University - The Fuqua School of Business 1996 — 1998
MBA, Finance
Miami University
PC Mall Inc Senior Vice President - Investment BankingRaymond JamesAugust 2000 - March 2008
Wachovia June 1998 - August 2000
Education
Duke University - The Fuqua School of Business 1996 — 1998
MBA, Finance
Miami University
Shawn Wolen's Wachovia Experience 2002 - 2005
Job AVP, Risk Management Officer
Industry Financial Services
Experience
Health Net April 2015 - Present
Cathay Bank January 2011 - Present
FIS June 2009 - December 2010
FIS February 2008 - December 2010
Metavante October 2006 - February 2008
Wachovia 2002 - 2005
Skills
Project Management, Microsoft Office, MS Project, PowerPoint, Internal and external..., Cross-functional team..., Requirements Gathering, Business Analysis, Project Planning, Outstanding..., Conflict Resolution, Customer Satisfaction, Needs Analysis, Problem Solving, Skilled Communicator, Integration, AML, Risk Analysis, FATCA, Cross-functional Team..., Change Management
Education
DeVry University 2006 — 2007
Bachelor of Science Management, Project Management
Health Net April 2015 - Present
Cathay Bank January 2011 - Present
FIS June 2009 - December 2010
FIS February 2008 - December 2010
Metavante October 2006 - February 2008
Wachovia 2002 - 2005
Skills
Project Management, Microsoft Office, MS Project, PowerPoint, Internal and external..., Cross-functional team..., Requirements Gathering, Business Analysis, Project Planning, Outstanding..., Conflict Resolution, Customer Satisfaction, Needs Analysis, Problem Solving, Skilled Communicator, Integration, AML, Risk Analysis, FATCA, Cross-functional Team..., Change Management
Education
DeVry University 2006 — 2007
Bachelor of Science Management, Project Management
Greg Vacek's Wachovia Experience January 1995 - January 2008
Job Business Analyst Reporting and Data Analyst
Industry Information Services
Experience
AYSO Region 605 February 2013 - Present
Carolina Data Systems August 2001 - Present
Bank of America January 2012 - August 2015
Wells Fargo January 2010 - November 2011
GMAC Mortgage March 2009 - December 2009
SCOUT.com July 2008 - December 2008
Wachovia January 1995 - January 2008
Skills
Project Management, Research, Web Authoring, Software Documentation, Management, Team Building, Testing, Requirements Gathering, Visio, Business Analysis, Business Requirements, Financial Analysis, Banking, Vendor Management, Data Analysis, Leadership, Process Improvement, Risk Management, Analysis, Access, Requirements Analysis
Education
East Carolina University 1986 — 1990
BSBA, Marketing, Management
AYSO Region 605 February 2013 - Present
Carolina Data Systems August 2001 - Present
Bank of America January 2012 - August 2015
Wells Fargo January 2010 - November 2011
GMAC Mortgage March 2009 - December 2009
SCOUT.com July 2008 - December 2008
Wachovia January 1995 - January 2008
Skills
Project Management, Research, Web Authoring, Software Documentation, Management, Team Building, Testing, Requirements Gathering, Visio, Business Analysis, Business Requirements, Financial Analysis, Banking, Vendor Management, Data Analysis, Leadership, Process Improvement, Risk Management, Analysis, Access, Requirements Analysis
Education
East Carolina University 1986 — 1990
BSBA, Marketing, Management
Elois Oliver's Wachovia Experience 2006 - 2007
Job Banking Professional
Industry Financial Services
Experience
Retired, Enjoy helping others July 2012 - Present
Wachovia Bank 2007 - 2008
Wachovia 2006 - 2007
K Platinum Realty January 2004 - December 2006
Chase Manhattan Mortgage October 2001 - December 2004
Skills
Leadership, Management, Customer Service, Loans, Customer Satisfaction, Mortgage Lending, Policy, Nonprofits, Public Speaking, Strategic Planning, Credit Analysis, Mortgage Banking, Credit, Banking, Loan Origination, Analysis, Microsoft Office, Team Building
Education
Diablo Valley College 2014 — 2017
Culinary Arts/Chef Training
Laney College 1997 — 2008
Mortgage Certifications: FHA/VA - LAPP
Retired, Enjoy helping others July 2012 - Present
Wachovia Bank 2007 - 2008
Wachovia 2006 - 2007
K Platinum Realty January 2004 - December 2006
Chase Manhattan Mortgage October 2001 - December 2004
Skills
Leadership, Management, Customer Service, Loans, Customer Satisfaction, Mortgage Lending, Policy, Nonprofits, Public Speaking, Strategic Planning, Credit Analysis, Mortgage Banking, Credit, Banking, Loan Origination, Analysis, Microsoft Office, Team Building
Education
Diablo Valley College 2014 — 2017
Culinary Arts/Chef Training
Laney College 1997 — 2008
Mortgage Certifications: FHA/VA - LAPP
Shalaundra Reed's Wachovia Experience February 2007 - March 2010
Job Executive Assistant at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2006 - Present
Wachovia February 2007 - March 2010
Wachovia Securities 2006 - 2008
Skills
Time Management, Microsoft Excel, Access, Microsoft Office, Analysis, Investment Banking, PowerPoint, Public Speaking, Research, Competency Based..., Training, Project Coordination, Event Planning, Project Planning, Risk Management, Human Resources
Education
Keller Graduate School of Management of DeVry University 2013 — 2015
Master's degree, Human Resource Mananagement
DeVry University-North Carolina 2010 — 2012
Bachelor of Science (B.S.), Technical Management w/ Concentration in Criminal Justice
Wells Fargo August 2006 - Present
Wachovia February 2007 - March 2010
Wachovia Securities 2006 - 2008
Skills
Time Management, Microsoft Excel, Access, Microsoft Office, Analysis, Investment Banking, PowerPoint, Public Speaking, Research, Competency Based..., Training, Project Coordination, Event Planning, Project Planning, Risk Management, Human Resources
Education
Keller Graduate School of Management of DeVry University 2013 — 2015
Master's degree, Human Resource Mananagement
DeVry University-North Carolina 2010 — 2012
Bachelor of Science (B.S.), Technical Management w/ Concentration in Criminal Justice
Bob Hill's Wachovia Experience June 1985 - December 2001
Job Operations and Technology Executive
Industry Banking
Experience
SunTrust April 2009 - April 2015
WaMu September 2002 - May 2009
GE Capital 2002 - 2002
Wachovia June 1985 - December 2001
Skills
Credit Cards, Management, Call Centers, Banking, Outsourcing, Portfolio Management, Customer Service, Credit, Risk Management, Call Center, Financial Services, Vendor Management, Payment Card Processing, Process Improvement, Credit Risk, Program Management, Strategy, Business Process..., Analytics, Financial Risk, Loans, Payments, Retail Banking, Consumer Lending, Information Technology
Education
Emory University 2012 — 2013
SunTrust Advanced Leadership Program
Duke University - The Fuqua School of Business
NA, Wachovia Leadership Development Program
University of Maryland College Park
Bachelor of Science, Finance
SunTrust April 2009 - April 2015
WaMu September 2002 - May 2009
GE Capital 2002 - 2002
Wachovia June 1985 - December 2001
Skills
Credit Cards, Management, Call Centers, Banking, Outsourcing, Portfolio Management, Customer Service, Credit, Risk Management, Call Center, Financial Services, Vendor Management, Payment Card Processing, Process Improvement, Credit Risk, Program Management, Strategy, Business Process..., Analytics, Financial Risk, Loans, Payments, Retail Banking, Consumer Lending, Information Technology
Education
Emory University 2012 — 2013
SunTrust Advanced Leadership Program
Duke University - The Fuqua School of Business
NA, Wachovia Leadership Development Program
University of Maryland College Park
Bachelor of Science, Finance
Beale Opsahl-Ong's Wachovia Experience 2004 - December 2008
Job SVP Operational Risk at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2014 - Present
Capital One May 2011 - September 2014
Freddie Mac October 2009 - May 2011
Wells Fargo January 2009 - October 2009
Wachovia 2004 - December 2008
GE Capital 1999 - 2004
GE Global Research 1993 - 1999
Skills
Risk Management, Operational Risk..., Operational Risk, Credit Risk, Enterprise Risk..., Financial Modeling, Business Analysis, Financial Analysis, Process Improvement, Program Management, Business Process..., Business Process..., Six Sigma, Financial Services, Banking, Basel II, Scenario Analysis, RCSA, Capital
Education
University of California, San Diego 1986 — 1993
PhD, Physics
Duke University 1982 — 1986
BS and AB, Physics and Mathematics
Bethesda Chevy Chase High School 1978 — 1982
Wells Fargo October 2014 - Present
Capital One May 2011 - September 2014
Freddie Mac October 2009 - May 2011
Wells Fargo January 2009 - October 2009
Wachovia 2004 - December 2008
GE Capital 1999 - 2004
GE Global Research 1993 - 1999
Skills
Risk Management, Operational Risk..., Operational Risk, Credit Risk, Enterprise Risk..., Financial Modeling, Business Analysis, Financial Analysis, Process Improvement, Program Management, Business Process..., Business Process..., Six Sigma, Financial Services, Banking, Basel II, Scenario Analysis, RCSA, Capital
Education
University of California, San Diego 1986 — 1993
PhD, Physics
Duke University 1982 — 1986
BS and AB, Physics and Mathematics
Bethesda Chevy Chase High School 1978 — 1982
Leslie Bautista's Wachovia Experience June 2006 - October 2008
Job Mortgage Portfolio Underwriter at Wachovia
Industry Real Estate
Experience
Wachovia June 2006 - October 2008
World Savings October 2001 - June 2006
Education
Heald College 1998 — 2000
A.A.S., Computer Technology
Diablo Valley College
Early Child Development
Wachovia June 2006 - October 2008
World Savings October 2001 - June 2006
Education
Heald College 1998 — 2000
A.A.S., Computer Technology
Diablo Valley College
Early Child Development
Ray Rundlett's Wachovia Experience 2000 - 2004
Job Director, Retail Client Strategy at RBC Bank
Industry Financial Services
Experience
RBC Bank 2010 - Present
JPMorgan Chase 2007 - 2010
JPMorgan Chase 2006 - 2007
JPMorgan Chase 2004 - 2006
Wachovia 2000 - 2004
First Union 1997 - 2000
Signet Bank 1995 - 1997
Skills
Market Research, Competitive Intelligence, Analytics, Vendor Management
Education
The College of William and Mary - The Mason School of Business 1993 — 1995
MBA, Finance
Denison University 1981 — 1985
BA, Economics
RBC Bank 2010 - Present
JPMorgan Chase 2007 - 2010
JPMorgan Chase 2006 - 2007
JPMorgan Chase 2004 - 2006
Wachovia 2000 - 2004
First Union 1997 - 2000
Signet Bank 1995 - 1997
Skills
Market Research, Competitive Intelligence, Analytics, Vendor Management
Education
The College of William and Mary - The Mason School of Business 1993 — 1995
MBA, Finance
Denison University 1981 — 1985
BA, Economics
Linda Bruck Benson's Wachovia Experience 2008 - 2008
Job Supervisor at Illinois Housing Development Authority
Industry Financial Services
Experience
Illinois Housing Development Authority August 2008 - Present
Wachovia 2008 - 2008
Kimball Hill Homes January 2005 - December 2007
American Home Mortgage/1st Home 2004 - 2005
TCF Bank 2003 - 2005
Draper and Kramer 2000 - 2003
Prism Mortgage 1997 - 1998
Skills
FHA, VA, Mortgage Lending, Due Diligence, Underwriting, Real Estate, Credit, Loan Origination, First Time Home Buyers, Credit Analysis, Refinance, Risk Management, Mortgage Banking, Real Estate Economics, Customer Service, Residential Homes, Real Estate Transactions, Residential Mortgages, USDA, FHA financing, Mortgage Underwriting, FHA Financing, Foreclosures, VA Loans, Finance, Loans
Education
DePaul University 2009 — 2013
BA
Marquette University 1972 — 1976
Illinois Housing Development Authority August 2008 - Present
Wachovia 2008 - 2008
Kimball Hill Homes January 2005 - December 2007
American Home Mortgage/1st Home 2004 - 2005
TCF Bank 2003 - 2005
Draper and Kramer 2000 - 2003
Prism Mortgage 1997 - 1998
Skills
FHA, VA, Mortgage Lending, Due Diligence, Underwriting, Real Estate, Credit, Loan Origination, First Time Home Buyers, Credit Analysis, Refinance, Risk Management, Mortgage Banking, Real Estate Economics, Customer Service, Residential Homes, Real Estate Transactions, Residential Mortgages, USDA, FHA financing, Mortgage Underwriting, FHA Financing, Foreclosures, VA Loans, Finance, Loans
Education
DePaul University 2009 — 2013
BA
Marquette University 1972 — 1976
Brian Gibbons's Wachovia Experience April 2002 - November 2008
Job Enterprise Data Strategy and Program Management Executive at Bank of America
Industry Financial Services
Experience
Bank of America November 2008 - Present
Wachovia April 2002 - November 2008
PricewaterhouseCoopers September 2000 - April 2002
Skills
Management, Leadership, Finance, Business Analysis, Business Process..., Risk Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2000
MBA, Management Accounting
Georgetown University 1993 — 1997
BA, Economics and English
Bank of America November 2008 - Present
Wachovia April 2002 - November 2008
PricewaterhouseCoopers September 2000 - April 2002
Skills
Management, Leadership, Finance, Business Analysis, Business Process..., Risk Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2000
MBA, Management Accounting
Georgetown University 1993 — 1997
BA, Economics and English
Graham Hook's Wachovia Experience June 2007 - December 2008
Job Appraisal Review Specialist at Hall Underwriting and Consulting, LLC
Industry Real Estate
Experience
Fannie Mae May 2013 - March 2015
Hall Underwriting and Consulting, LLC May 2011 - August 2011
Wachovia June 2007 - December 2008
Skills
Real Estate, Management, Business Development, Contract Negotiation, Team Building, Marketing, Marketing Strategy, Leadership, Entrepreneurship, Investment Properties, Pennsylvania Certified...
Education
Drexel University 1977 — 1984
Accounting, Bachelor of Science
Episcopal Academy 1963 — 1977
Graduate
Fannie Mae May 2013 - March 2015
Hall Underwriting and Consulting, LLC May 2011 - August 2011
Wachovia June 2007 - December 2008
Skills
Real Estate, Management, Business Development, Contract Negotiation, Team Building, Marketing, Marketing Strategy, Leadership, Entrepreneurship, Investment Properties, Pennsylvania Certified...
Education
Drexel University 1977 — 1984
Accounting, Bachelor of Science
Episcopal Academy 1963 — 1977
Graduate
Mark Warmouth's Wachovia Experience Project ManagerWachovia Wealth Management2007 - Present
Job Vice President at Wachovia
Industry Financial Services
Experience
Wachovia Project ManagerWachovia Wealth Management2007 - Present
Wachovia Bank, Charlotte, NC 2007 - Present
Wells Fargo Wealth Management Group 2007 - Present
Wells Fargo 2007 - 2010
Education
Depaul University
Wachovia Project ManagerWachovia Wealth Management2007 - Present
Wachovia Bank, Charlotte, NC 2007 - Present
Wells Fargo Wealth Management Group 2007 - Present
Wells Fargo 2007 - 2010
Education
Depaul University
David Shutley's Wachovia Experience June 1988 - May 2008
Job EVP, Capital Markets Manager at IBERIABANK
Industry Financial Services
Experience
IBERIABANK January 2014 - Present
Atlantic Capital Bank January 2009 - December 2013
Wachovia June 1988 - May 2008
Skills
Credit Risk, Structured Products, Commercial Lending, Derivatives, Risk Management, Credit Analysis, Capital Markets, Syndications, Financial Institutions, Credit, Commercial Banking
Education
Georgia State University - J. Mack Robinson College of Business 1992 — 1995
MBA, Finance
Duke University 1984 — 1988
BA, Economics
Marist
IBERIABANK January 2014 - Present
Atlantic Capital Bank January 2009 - December 2013
Wachovia June 1988 - May 2008
Skills
Credit Risk, Structured Products, Commercial Lending, Derivatives, Risk Management, Credit Analysis, Capital Markets, Syndications, Financial Institutions, Credit, Commercial Banking
Education
Georgia State University - J. Mack Robinson College of Business 1992 — 1995
MBA, Finance
Duke University 1984 — 1988
BA, Economics
Marist
Karen Becker's Wachovia Experience June 1989 - June 1999
Job SVP at Citibank N.A.
Industry Banking
Experience
Citibank N.A. July 2007 - Present
Lucent Technology November 1999 - October 2003
Wachovia June 1989 - June 1999
Skills
Banking, Commercial Banking, Portfolio Management, Credit Risk, Loan Origination, Finance, Due Diligence, Cross Selling, Loans
Education
Drexel University
MBA, Finance
McDaniel College
BA, Econ/BA
Citibank N.A. July 2007 - Present
Lucent Technology November 1999 - October 2003
Wachovia June 1989 - June 1999
Skills
Banking, Commercial Banking, Portfolio Management, Credit Risk, Loan Origination, Finance, Due Diligence, Cross Selling, Loans
Education
Drexel University
MBA, Finance
McDaniel College
BA, Econ/BA
David Keown's Wachovia Experience ManagerWerner EnterprisesJuly 1997 - January 2000
Job Programmer Analyst Supervisor
Industry Government Administration
Experience
Wachovia ManagerWerner EnterprisesJuly 1997 - January 2000
Education
Drake University 1986 — 1990
BSBA, Management, Copmuter nformation Systems
Wachovia ManagerWerner EnterprisesJuly 1997 - January 2000
Education
Drake University 1986 — 1990
BSBA, Management, Copmuter nformation Systems
Angelica Matthews's Wachovia Experience June 2005 - July 2008
Job Brand Manager Sam's Club Marketing Manager at Procter & Gamble
Industry Marketing and Advertising
Experience
Procter & Gamble July 2014 - Present
Procter & Gamble July 2010 - Present
Procter & Gamble 2009 - 2009
Wachovia June 2005 - July 2008
Wachovia Bank 2005 - 2008
Skills
Marketing, Marketing Strategy, Marketing Communications, Marketing..., Business Analysis, Data Analysis, Strategy, Project Management, Leadership, Financial Analysis, Business Strategy
Education
Duke University - The Fuqua School of Business 2008 — 2010
Master of Business Administration (MBA)
Duke University - The Fuqua School of Business 2008 — 2010
Master of Business Administration (MBA)
Procter & Gamble July 2014 - Present
Procter & Gamble July 2010 - Present
Procter & Gamble 2009 - 2009
Wachovia June 2005 - July 2008
Wachovia Bank 2005 - 2008
Skills
Marketing, Marketing Strategy, Marketing Communications, Marketing..., Business Analysis, Data Analysis, Strategy, Project Management, Leadership, Financial Analysis, Business Strategy
Education
Duke University - The Fuqua School of Business 2008 — 2010
Master of Business Administration (MBA)
Duke University - The Fuqua School of Business 2008 — 2010
Master of Business Administration (MBA)
Lorna Wright SRA's Wachovia Experience May 2004 - November 2009
Job Owner at Lorna Wright & Associates
Industry Banking
Experience
Lorna Wright & Associates November 2009 - Present
Wachovia May 2004 - November 2009
Skills
Mortgage Lending, Small Business, Loans, Banking, Refinance, FHA, Entrepreneurship, Coaching, Real Estate
Education
Diablo Valley College
Lorna Wright & Associates November 2009 - Present
Wachovia May 2004 - November 2009
Skills
Mortgage Lending, Small Business, Loans, Banking, Refinance, FHA, Entrepreneurship, Coaching, Real Estate
Education
Diablo Valley College
Elisa Thomas's Wachovia Experience August 1995 - Present
Job Managing Director at Wachovia
Industry Financial Services
Experience
Wachovia August 1995 - Present
Education
Duke University 1989 — 1992
Economics
Wachovia August 1995 - Present
Education
Duke University 1989 — 1992
Economics
Jody Robinson's Wachovia Experience January 1999 - January 2002
Job Tax Examiner at US Department of Treasury
Industry Banking
Experience
US Department of Treasury January 2009 - Present
Wachovia Bank January 2005 - May 2008
Wachovia Bank January 2002 - January 2005
Wachovia January 1999 - January 2002
Wachovia January 1995 - January 1999
Skills
Compliance, Customer Relations, Problem Solving, Auditing, Performance Management, Team Leadership, Account Management, Wealth Management, Call Center, Tax, Training & Development, Employee Training, Call Centers, Management
Education
Dekalb Community College 1985 — 1986
none, Computer Science
Sandy Springs 1971 — 1976
General, 3.0
US Department of Treasury January 2009 - Present
Wachovia Bank January 2005 - May 2008
Wachovia Bank January 2002 - January 2005
Wachovia January 1999 - January 2002
Wachovia January 1995 - January 1999
Skills
Compliance, Customer Relations, Problem Solving, Auditing, Performance Management, Team Leadership, Account Management, Wealth Management, Call Center, Tax, Training & Development, Employee Training, Call Centers, Management
Education
Dekalb Community College 1985 — 1986
none, Computer Science
Sandy Springs 1971 — 1976
General, 3.0
Janet Hockman's Wachovia Experience 1987 - 2002
Job Senior Vice President at USBancorp
Industry Banking
Experience
U.S. Bank September 2010 - Present
JPMorgan Chase March 2006 - September 2010
Wachovia 1987 - 2002
Skills
Commercial Lending, Banking, Capital Markets, Investments, Credit Analysis, Commercial Banking, Credit, Cash Management, Asset Managment, Series 7, Treasury Management, Payments, ACH, Asset Management, Treasury Services, Relationship Management
Education
University of Delaware - Lerner College of Business and Economics 1983 — 1987
BS/Finance and Minor in Economics
Drexel University - College of Business and Administration
MS/Investment Management
U.S. Bank September 2010 - Present
JPMorgan Chase March 2006 - September 2010
Wachovia 1987 - 2002
Skills
Commercial Lending, Banking, Capital Markets, Investments, Credit Analysis, Commercial Banking, Credit, Cash Management, Asset Managment, Series 7, Treasury Management, Payments, ACH, Asset Management, Treasury Services, Relationship Management
Education
University of Delaware - Lerner College of Business and Economics 1983 — 1987
BS/Finance and Minor in Economics
Drexel University - College of Business and Administration
MS/Investment Management
Brenda Walden's Wachovia Experience 1997 - 1999
Job Human Resources Business Partner
Industry Human Resources
Experience
Banner Pharmacaps, Inc 2012 - 2013
Banner Pharmacaps, Inc. 2007 - 2011
Banner Pharmacaps, Inc. 2002 - 2007
Banner Pharmacaps, Inc. 1999 - 2002
Wachovia 1997 - 1999
Wachovia 1996 - 1997
Burroughs Wellcome Co 1994 - 1995
Skills
Employee Relations, Personnel Management, Human Resources, Recruiting, Talent Management, Employment Law..., Employee Engagement, Performance Management, Organizational..., Mediation, Compensation & Benefits..., Succession Planning, Coaching, Career Counseling, Employee Communications, Management, Workers Compensation, Employee Wellness, Corporate Events, Onboarding
Education
East Carolina University
BS, English
Banner Pharmacaps, Inc 2012 - 2013
Banner Pharmacaps, Inc. 2007 - 2011
Banner Pharmacaps, Inc. 2002 - 2007
Banner Pharmacaps, Inc. 1999 - 2002
Wachovia 1997 - 1999
Wachovia 1996 - 1997
Burroughs Wellcome Co 1994 - 1995
Skills
Employee Relations, Personnel Management, Human Resources, Recruiting, Talent Management, Employment Law..., Employee Engagement, Performance Management, Organizational..., Mediation, Compensation & Benefits..., Succession Planning, Coaching, Career Counseling, Employee Communications, Management, Workers Compensation, Employee Wellness, Corporate Events, Onboarding
Education
East Carolina University
BS, English
Robert Rechkemmer's Wachovia Experience 2003 - February 2011
Job Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2011 - Present
Wachovia 2003 - February 2011
Goldner Hawn Johnson & Morrison July 1999 - June 2001
Merrill Lynch July 1997 - June 1999
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA
Northwestern University 1993 — 1997
BA, Economics; Mathematical Methods in the Social Sciences
Wells Fargo Securities 2011 - Present
Wachovia 2003 - February 2011
Goldner Hawn Johnson & Morrison July 1999 - June 2001
Merrill Lynch July 1997 - June 1999
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA
Northwestern University 1993 — 1997
BA, Economics; Mathematical Methods in the Social Sciences
Scott Neeley's Wachovia Experience 2002 - Present
Job WBR (Wealth, Brokerage & Retirement) Data Integrity Officer at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo March 2015 - Present
Wells Fargo Bank September 2010 - Present
Wells Fargo 2009 - Present
Wachovia 2002 - Present
BB&T 1998 - 2002
Management Science Associates 1995 - 1998
IRI 1994 - 1995
Burroughs Wellcome Fund 1993 - 1993
First Union 1989 - 1992
Skills
Data Analysis, Analysis, Competitive Analysis, CRM
Education
Duke University - The Fuqua School of Business 1992 — 1994
MBA
University of Tennessee-Knoxville 1984 — 1988
BS, Communications, Advertising, Marketing
Wells Fargo March 2015 - Present
Wells Fargo Bank September 2010 - Present
Wells Fargo 2009 - Present
Wachovia 2002 - Present
BB&T 1998 - 2002
Management Science Associates 1995 - 1998
IRI 1994 - 1995
Burroughs Wellcome Fund 1993 - 1993
First Union 1989 - 1992
Skills
Data Analysis, Analysis, Competitive Analysis, CRM
Education
Duke University - The Fuqua School of Business 1992 — 1994
MBA
University of Tennessee-Knoxville 1984 — 1988
BS, Communications, Advertising, Marketing
Kent Kalvaitis's Wachovia Experience 2004 - 2005
Job Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust January 2010 - Present
JP Morgan June 2008 - January 2009
Bear Stearns 2005 - 2008
Wachovia 2004 - 2005
Morgan Stanley 2000 - 2004
US Navy 1992 - 1995
Education
The University of Chicago 1996 — 1998
MBA, Finance
Navy Nuclear Power Program 1990 — 1992
Certified Naval Nuclear Engineer, Navy Nuclear Propulsion
Duke University 1986 — 1990
BSE, Biomedical and Electrical Engineering
Bessemer Trust January 2010 - Present
JP Morgan June 2008 - January 2009
Bear Stearns 2005 - 2008
Wachovia 2004 - 2005
Morgan Stanley 2000 - 2004
US Navy 1992 - 1995
Education
The University of Chicago 1996 — 1998
MBA, Finance
Navy Nuclear Power Program 1990 — 1992
Certified Naval Nuclear Engineer, Navy Nuclear Propulsion
Duke University 1986 — 1990
BSE, Biomedical and Electrical Engineering
Larry R. Horning's Wachovia Experience April 2007 - April 2008
Job Director of Construction at MRG Management Company, Inc.
Industry Construction
Experience
MRG Management Company, Inc. January 2009 - Present
Wachovia April 2007 - April 2008
The Walsh Company March 2004 - April 2007
Jones Lang LaSalle September 2000 - October 2003
Prudential Corporate Real Estate July 1996 - September 2000
Skills
Construction Management, Construction, Contract Negotiation, Planning, Property Management, Purchasing, Program Management, Real Estate Development, Scheduling, Retail, Contract Management, Project Execution, MS Project, Green Building, Team Leadership, Sustainability, Budgeting, Facilities Management, Vendor Management, Microsoft Office, Budgets, Project Planning, Project Management, Strategic Planning, Negotiation, Process Scheduler, Value Engineering, Renovation, Contractors, Submittals, Management, Space planning, Feasibility Studies, LEED, LEED AP
Education
DePauw University
Fine Arts, Design
University of Michigan
Masters, Architecture
MRG Management Company, Inc. January 2009 - Present
Wachovia April 2007 - April 2008
The Walsh Company March 2004 - April 2007
Jones Lang LaSalle September 2000 - October 2003
Prudential Corporate Real Estate July 1996 - September 2000
Skills
Construction Management, Construction, Contract Negotiation, Planning, Property Management, Purchasing, Program Management, Real Estate Development, Scheduling, Retail, Contract Management, Project Execution, MS Project, Green Building, Team Leadership, Sustainability, Budgeting, Facilities Management, Vendor Management, Microsoft Office, Budgets, Project Planning, Project Management, Strategic Planning, Negotiation, Process Scheduler, Value Engineering, Renovation, Contractors, Submittals, Management, Space planning, Feasibility Studies, LEED, LEED AP
Education
DePauw University
Fine Arts, Design
University of Michigan
Masters, Architecture
Steven Lapham's Wachovia Experience Managing DirectorDeutsche BankNovember 1997 - May 2007
Job Managing Director at Wachovia
Industry Banking
Experience
Wachovia Managing DirectorDeutsche BankNovember 1997 - May 2007
Bank of New York Mellon September 1986 - November 1997
Education
Duke University - The Fuqua School of Business 1984 — 1986
1986
Villanova University 1980 — 1984
BS, Business Administration
Wachovia Managing DirectorDeutsche BankNovember 1997 - May 2007
Bank of New York Mellon September 1986 - November 1997
Education
Duke University - The Fuqua School of Business 1984 — 1986
1986
Villanova University 1980 — 1984
BS, Business Administration
Wally Coates's Wachovia Experience 1992 - 2006
Job Senior Service Consultant Service Manager
Industry Computer Software
Experience
Techport Thirteen Inc. March 2009 - Present
Techport Thirteen Inc. 2006 - 2010
Wachovia 1992 - 2006
VF Corporation 1999 - 2000
Skills
Incident Management, IT Service Management, IT Management, Software Documentation, Configuration Management, Visio, Cloud Computing, CMDB, Customer Service, Service Management, Enterprise Software, ITIL, Solution Architecture, SaaS, Integration, IT Operations, IT Strategy
Education
DeVry University-Georgia 1985 — 1988
BS Computer Information Systems, 3.84
Techport Thirteen Inc. March 2009 - Present
Techport Thirteen Inc. 2006 - 2010
Wachovia 1992 - 2006
VF Corporation 1999 - 2000
Skills
Incident Management, IT Service Management, IT Management, Software Documentation, Configuration Management, Visio, Cloud Computing, CMDB, Customer Service, Service Management, Enterprise Software, ITIL, Solution Architecture, SaaS, Integration, IT Operations, IT Strategy
Education
DeVry University-Georgia 1985 — 1988
BS Computer Information Systems, 3.84
Patti Kuykendall's Wachovia Experience November 2007 - September 2008
Job Owner, Celtic Wolf Soaps
Industry Arts and Crafts
Experience
Celtic Wolf Soaps October 2010 - Present
Keffer Mitsubishi & Keffer Select Pre-Owned June 2010 - April 2013
Wachovia November 2007 - September 2008
Skills
Customer Service, Strategic Planning, Microsoft Office, Event Planning, Aromatherapy, Herbs, Natural Healing
Education
DeSales University 1980 — 1983
English
Bishop Ireton High School 1976 — 1980
St. Mary's Academy 1976 — 1980
Celtic Wolf Soaps October 2010 - Present
Keffer Mitsubishi & Keffer Select Pre-Owned June 2010 - April 2013
Wachovia November 2007 - September 2008
Skills
Customer Service, Strategic Planning, Microsoft Office, Event Planning, Aromatherapy, Herbs, Natural Healing
Education
DeSales University 1980 — 1983
English
Bishop Ireton High School 1976 — 1980
St. Mary's Academy 1976 — 1980
Anthony Ciafre's Wachovia Experience 2003 - 2005
Job MBS Trader at Tahoe Fixed Income
Industry Banking
Experience
Tahoe Fixed Income LLC February 2013 - Present
Duncan-Williams, Inc. August 2009 - February 2013
Wachovia Capital Markets 2005 - August 2009
Wachovia 2003 - 2005
Prudential Securities 2000 - 2001
Skills
Trading, CMBS, MBS, ABS, Analysis, Series 7, Investments, Bloomberg, Finance, Fixed Income, Bonds, Hedge Funds, Financial Risk, Capital Markets, Derivatives, Portfolio Management, Securities, Series 63, Equities, Structured Products
Education
Duquesne University 2001 — 2003
MBA, Finance/Real Estate
University of Pittsburgh 1993 — 1997
B.S., Accounting
Tahoe Fixed Income LLC February 2013 - Present
Duncan-Williams, Inc. August 2009 - February 2013
Wachovia Capital Markets 2005 - August 2009
Wachovia 2003 - 2005
Prudential Securities 2000 - 2001
Skills
Trading, CMBS, MBS, ABS, Analysis, Series 7, Investments, Bloomberg, Finance, Fixed Income, Bonds, Hedge Funds, Financial Risk, Capital Markets, Derivatives, Portfolio Management, Securities, Series 63, Equities, Structured Products
Education
Duquesne University 2001 — 2003
MBA, Finance/Real Estate
University of Pittsburgh 1993 — 1997
B.S., Accounting
Danielle Squires's Wachovia Experience 2000 - 2008
Job Managing Director Wells Fargo Bank
Industry Investment Banking
Experience
Wells Fargo March 2014 - Present
Wells Fargo January 2009 - Present
Wachovia, A Wells Fargo Company 2002 - Present
Wachovia 2000 - 2008
Skills
Capital Markets, Derivatives, Interest Rate..., Fixed Income, Portfolio Management
Education
Duke University 1998 — 2002
AB, Comparative Area Studies (Italian/Arabic), Economics
Wells Fargo March 2014 - Present
Wells Fargo January 2009 - Present
Wachovia, A Wells Fargo Company 2002 - Present
Wachovia 2000 - 2008
Skills
Capital Markets, Derivatives, Interest Rate..., Fixed Income, Portfolio Management
Education
Duke University 1998 — 2002
AB, Comparative Area Studies (Italian/Arabic), Economics
Laura Bollermann's Wachovia Experience 2007 - 2009
Job Brand, Consumer Research & Business Excellence Executive at Ally Financial
Industry Financial Services
Experience
Ally Financial Services 2011 - Present
GMAC January 2009 - January 2012
Ally Financial Inc. 2009 - 2011
Wachovia 2007 - 2009
Skills
Banking, Financial Services, Portfolio Management, Segmentation, Strategic Planning, Marketing Strategy, Financial Analysis, Customer Acquisition, Loans, Vendor Management, Direct Marketing, Product Management, Risk Management
Education
Duke University - The Fuqua School of Business 1992 — 1994
MBA, Marketing Concentration / General Business
Colgate University 1984 — 1988
Bachelor of Arts (BA), Economica / Asian Studies
Ally Financial Services 2011 - Present
GMAC January 2009 - January 2012
Ally Financial Inc. 2009 - 2011
Wachovia 2007 - 2009
Skills
Banking, Financial Services, Portfolio Management, Segmentation, Strategic Planning, Marketing Strategy, Financial Analysis, Customer Acquisition, Loans, Vendor Management, Direct Marketing, Product Management, Risk Management
Education
Duke University - The Fuqua School of Business 1992 — 1994
MBA, Marketing Concentration / General Business
Colgate University 1984 — 1988
Bachelor of Arts (BA), Economica / Asian Studies
Jill Akre's Wachovia Experience 1988 - 2009
Job Managing Director at Penn Hudson
Industry Management Consulting
Experience
Penn Hudson February 2015 - Present
Momentum Advisors January 2014 - January 2015
Rife & Associates February 2012 - December 2013
Sun National Bank January 2009 - February 2012
Wachovia 1988 - 2009
Continental Bank June 1981 - January 1988
Skills
Banking, Corporate Finance, Financial Analysis, Commercial Banking, Finance, Loans, Restructuring, Portfolio Management
Education
Drexel University 1983 — 1986
MBA, Finance
University of Pennsylvania 1977 — 1981
Bachelor of Arts, Economics
Penn Hudson February 2015 - Present
Momentum Advisors January 2014 - January 2015
Rife & Associates February 2012 - December 2013
Sun National Bank January 2009 - February 2012
Wachovia 1988 - 2009
Continental Bank June 1981 - January 1988
Skills
Banking, Corporate Finance, Financial Analysis, Commercial Banking, Finance, Loans, Restructuring, Portfolio Management
Education
Drexel University 1983 — 1986
MBA, Finance
University of Pennsylvania 1977 — 1981
Bachelor of Arts, Economics
Christopher Hickson's Wachovia Experience February 2010 - February 2010
Job Network Engineer at FMC Corporation
Industry Information Technology and Services
Experience
FMC Corporation October 2014 - August 2015
Phoenixville Area School District June 2014 - October 2014
Xtium April 2013 - February 2014
Philadelphia College of Osteopathic Medicine June 2012 - April 2013
The Franklin Mint June 2011 - July 2012
ALICO May 2010 - June 2011
n/a January 2006 - June 2011
Wachovia February 2010 - February 2010
ALICO January 2009 - December 2009
Project Management Institute June 2007 - January 2009
Skills
Active Directory, Change Management, Project Management, Windows Server, Troubleshooting, Technical Support, System Administration, Process Improvement, Microsoft Exchange, Outlook, XP, Disaster Recovery, Citrix, Windows 7, Servers, Blackberry Enterprise..., Cisco Technologies, Windows XP
Education
Delaware County Community College 2005 — 2007
N/A, Business Administration
Monsignor Bonner High School 2000 — 2004
High School Diploma
FMC Corporation October 2014 - August 2015
Phoenixville Area School District June 2014 - October 2014
Xtium April 2013 - February 2014
Philadelphia College of Osteopathic Medicine June 2012 - April 2013
The Franklin Mint June 2011 - July 2012
ALICO May 2010 - June 2011
n/a January 2006 - June 2011
Wachovia February 2010 - February 2010
ALICO January 2009 - December 2009
Project Management Institute June 2007 - January 2009
Skills
Active Directory, Change Management, Project Management, Windows Server, Troubleshooting, Technical Support, System Administration, Process Improvement, Microsoft Exchange, Outlook, XP, Disaster Recovery, Citrix, Windows 7, Servers, Blackberry Enterprise..., Cisco Technologies, Windows XP
Education
Delaware County Community College 2005 — 2007
N/A, Business Administration
Monsignor Bonner High School 2000 — 2004
High School Diploma
Dan Bartley's Wachovia Experience June 2005 - March 2010
Job Audit Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2012 - Present
Wells Fargo March 2010 - Present
Wachovia June 2005 - March 2010
Wachovia November 2003 - June 2005
Skills
Banking, Credit, Risk Management, Loans, Financial Services, Auditing, AML Compliance
Education
Duquesne University 1996 — 1997
Certificate in Accounting, Accounting
Indiana University of Pennsylvania 1992 — 1995
Business Administration, Finance
Wells Fargo January 2012 - Present
Wells Fargo March 2010 - Present
Wachovia June 2005 - March 2010
Wachovia November 2003 - June 2005
Skills
Banking, Credit, Risk Management, Loans, Financial Services, Auditing, AML Compliance
Education
Duquesne University 1996 — 1997
Certificate in Accounting, Accounting
Indiana University of Pennsylvania 1992 — 1995
Business Administration, Finance
Melinda Maidawa's Wachovia Experience July 2007 - July 2009
Job Account Manager/Collections at HealthPort Techonologies
Industry Accounting
Experience
HealthPort Techonologies September 2010 - Present
DeVry University 2009 - 2010
Wachovia July 2007 - July 2009
DSW Shoes March 2003 - July 2007
Skills
Financial Reporting, Accounting, Accounts Receivable, Budgeting, Compliance, Finance, Customer Service, Invoicing, Sales, Account Reconciliation, QuickBooks, Data Entry, Financial Statements, Microsoft Word, PowerPoint, Account Management, Microsoft Office, Accounts Payable, Bookkeeping, Cash Flow, Financial Analysis, Cost Accounting, Healthcare
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Masters of Accounting and Financial Management, Accounting and Finance
DeVry University 2008 — 2010
Finance, Accounting and Business/Management
Dekalb technical college 2002 — 2005
Associate of Applied , Business Management, Business Administration, Management and Operations
HealthPort Techonologies September 2010 - Present
DeVry University 2009 - 2010
Wachovia July 2007 - July 2009
DSW Shoes March 2003 - July 2007
Skills
Financial Reporting, Accounting, Accounts Receivable, Budgeting, Compliance, Finance, Customer Service, Invoicing, Sales, Account Reconciliation, QuickBooks, Data Entry, Financial Statements, Microsoft Word, PowerPoint, Account Management, Microsoft Office, Accounts Payable, Bookkeeping, Cash Flow, Financial Analysis, Cost Accounting, Healthcare
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Masters of Accounting and Financial Management, Accounting and Finance
DeVry University 2008 — 2010
Finance, Accounting and Business/Management
Dekalb technical college 2002 — 2005
Associate of Applied , Business Management, Business Administration, Management and Operations
Ann Damiani's Wachovia Experience May 2007 - April 2011
Job Executive Office Research & Remediation Specialist at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2014 - Present
Wells Fargo January 2003 - October 2014
Wachovia May 2007 - April 2011
Wachovia Lending November 2007 - May 2008
Wachovia Securities January 2003 - January 2007
Citicorp Credit Services Inc November 1998 - September 2002
MBNA June 1998 - November 1998
Fairmont Supply Company February 1995 - December 1995
Production Systems Automation, Inc. April 1993 - July 1994
Skills
Retail Banking, Residential Mortgages, Credit Cards, Lines Of Credit, Home Equity Lines of..., IRAs, Brokerage, Home Equity Loans, Call Center, Cross Selling, Home Equity, Mutual Funds, Investments, Deposits, Coaching, AML, Customer Experience, Sales, Private Banking, Call Centers, Customer Service, Leadership, Banking, Process Improvement, Credit, Management, Microsoft Office
Education
Design Data, Inc 1994 — 1994
Certificate, Computer Aided Drafting
Delaware Technical and Community College-Stanton-Wilmington 1993 — 1994
Two Certificates, Construction Blueprint Reading & Residential Wiring
Wisconsin Indianhead Technical College 1984 — 1985
Advertising Sales
Wells Fargo October 2014 - Present
Wells Fargo January 2003 - October 2014
Wachovia May 2007 - April 2011
Wachovia Lending November 2007 - May 2008
Wachovia Securities January 2003 - January 2007
Citicorp Credit Services Inc November 1998 - September 2002
MBNA June 1998 - November 1998
Fairmont Supply Company February 1995 - December 1995
Production Systems Automation, Inc. April 1993 - July 1994
Skills
Retail Banking, Residential Mortgages, Credit Cards, Lines Of Credit, Home Equity Lines of..., IRAs, Brokerage, Home Equity Loans, Call Center, Cross Selling, Home Equity, Mutual Funds, Investments, Deposits, Coaching, AML, Customer Experience, Sales, Private Banking, Call Centers, Customer Service, Leadership, Banking, Process Improvement, Credit, Management, Microsoft Office
Education
Design Data, Inc 1994 — 1994
Certificate, Computer Aided Drafting
Delaware Technical and Community College-Stanton-Wilmington 1993 — 1994
Two Certificates, Construction Blueprint Reading & Residential Wiring
Wisconsin Indianhead Technical College 1984 — 1985
Advertising Sales
Matthew Gmyrek's Wachovia Experience October 2004 - January 2009
Job Sales Associate at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage January 2011 - Present
Wachovia October 2004 - January 2009
World Savings 2004 - 2004
World Savings 2002 - 2003
Skills
Condos, First Time Home Buyers, Investment Properties, Loans, New Home Sales, Real Estate, Sales, Sellers, Selling, Short Sales, Single Family Homes, Townhomes
Education
Drew University 1997 — 2001
BA, Political Science
Coldwell Banker Residential Brokerage January 2011 - Present
Wachovia October 2004 - January 2009
World Savings 2004 - 2004
World Savings 2002 - 2003
Skills
Condos, First Time Home Buyers, Investment Properties, Loans, New Home Sales, Real Estate, Sales, Sellers, Selling, Short Sales, Single Family Homes, Townhomes
Education
Drew University 1997 — 2001
BA, Political Science
sadhana Kapoor's Wachovia Experience 2004 - Present
Job Manager at Rsk international Inc.
Industry Banking
Experience
Moody National Bank August 2009 - Present
Wachovia 2004 - Present
Rsk international Inc. 1996 - Present
Education
University of Delhi 1978 — 1980
Bachelor of Arts, English, Mathematics, Economics, hindi.
Moody National Bank August 2009 - Present
Wachovia 2004 - Present
Rsk international Inc. 1996 - Present
Education
University of Delhi 1978 — 1980
Bachelor of Arts, English, Mathematics, Economics, hindi.
arthur carreon's Wachovia Experience August 2009 - February 2010
Job Loan Adjustor specialist at Aerotek Professional Services
Industry Staffing and Recruiting
Experience
Aerotek Professional Services July 2011 - Present
Wells Fargo July 2011 - Present
USAA Federal Savings August 2010 - June 2011
USAA February 2010 - March 2011
Wachovia August 2009 - February 2010
Citi July 2006 - August 2009
Citibank July 2006 - August 2009
U.S. Army February 2001 - February 2005
Santa Rosa Hospital August 1998 - January 2001
Education
DeVry University 2005 — 2009
B.S.A, HEALTH CARE MANAGEMENT
DeVry University
2009 Bachelor, Science
Aerotek Professional Services July 2011 - Present
Wells Fargo July 2011 - Present
USAA Federal Savings August 2010 - June 2011
USAA February 2010 - March 2011
Wachovia August 2009 - February 2010
Citi July 2006 - August 2009
Citibank July 2006 - August 2009
U.S. Army February 2001 - February 2005
Santa Rosa Hospital August 1998 - January 2001
Education
DeVry University 2005 — 2009
B.S.A, HEALTH CARE MANAGEMENT
DeVry University
2009 Bachelor, Science
Margaret Milligan's Wachovia Experience March 1989 - April 1995
Job Experienced Manager, Production, Credit, Customer Service, and Retail
Industry Internet
Experience
FineStationery.com October 2004 - Present
INGDirect July 2000 - February 2003
Applied Card Services April 1997 - April 2000
Fleet Bank April 1995 - January 1997
Wachovia March 1989 - April 1995
Transunion April 1983 - March 1989
Algy's Fishing and Hunting Supply July 1976 - May 1982
Skills
Production Management,..., Financial Analysis, Problem Solving, Project Management, Fraud Detection, Organizational..., Product Design, Employee Training, Employee Management, Procedure Development, Procedure Manuals, Credit Risk, Credit, Quality Assurance, Microsoft Office, Microsoft Excel, Microsoft Word, Mac, Google Docs, Gmail, Outlook, Machinery, Digital Printing
Education
Delaware Technical and Community College-Stanton-Wilmington
Certificate, Travel Agent Services
Delaware Technical and Community College-Stanton-Wilmington
Associate's degree, Business Administration and Management, General
FineStationery.com October 2004 - Present
INGDirect July 2000 - February 2003
Applied Card Services April 1997 - April 2000
Fleet Bank April 1995 - January 1997
Wachovia March 1989 - April 1995
Transunion April 1983 - March 1989
Algy's Fishing and Hunting Supply July 1976 - May 1982
Skills
Production Management,..., Financial Analysis, Problem Solving, Project Management, Fraud Detection, Organizational..., Product Design, Employee Training, Employee Management, Procedure Development, Procedure Manuals, Credit Risk, Credit, Quality Assurance, Microsoft Office, Microsoft Excel, Microsoft Word, Mac, Google Docs, Gmail, Outlook, Machinery, Digital Printing
Education
Delaware Technical and Community College-Stanton-Wilmington
Certificate, Travel Agent Services
Delaware Technical and Community College-Stanton-Wilmington
Associate's degree, Business Administration and Management, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.