Wachovia / First Union

Industry: Financial services company

Description

Wachovia 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, NC Acquisition date: December 31, 2008 Founded: June 16, 1879 Parent organization: Wells Fargo Subsidiaries: Wells Fargo Advisors, Wachovia Service Corp,

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Wachovia / First Union Employees

Employee
Years
Job
Industry
Carol Belton Carol Belton Charlotte, North Carolina Area Details
Carol Belton's Wachovia / First Union Experience May 1998 - April 2000
Job at Go 2 Girl 4 Rentals, LLC
Industry Real Estate
Experience
Go 2 Girl 4 Rentals, LLC   September 2009 - Present
Wachovia  May 2006 - September 2008
Wachovia  April 2001 - May 2006
Wachovia  May 2000 - April 2002
Wachovia / First Union   May 1998 - April 2000
First Data Health Systems Group/American Express   November 1988 - April 1998

Skills
Real Estate, Investment Properties, Contract Negotiation, Negotiation, Management, Property Management, Leadership, Real Estate Financing, Real Estate Investment, Training, Investments, Software Documentation, Selling, Change Management, Contract Management, Project Management, Sales, Finance, Mergers & Acquisitions, Business Analysis, Sourcing, Real Estate Transactions, Supply Chain Management, Residential Homes

Education
University of North Carolina at Charlotte   1976 — 1980
Bachelor's degree

George Washington University School of Business   2005 — 2006
Business Analyst Certification

IBM Helix Facilitation
Certification, Business Productivity

Information Technology Infrastructure Library (ITIL)
Certification

Central Piedmont Community College   2006 — 2006
Six Sigma Green Belt Certification, Business management strategy

Instructor for Professional in Supply Management (CPSM)
Supply Management

Angela Albright Jordahl Angela Albright Jordahl Charlotte, North Carolina Area Details
Angela Albright Jordahl's Wachovia / First Union Experience 1986 - 2003
Job Sr. Project Coordinator The Q Works Group Executive Recruiting
Industry Staffing and Recruiting
Experience
The Q Works Group Executive Recruiting   November 2010 - Present
ComForcare Home Care; Charlotte, NC   February 2009 - December 2010
Affordable Home Care; Charlotte, NC   February 2008 - February 2009
Wachovia / First Union   1986 - 2003

Skills
Recruiting, Manufacturing, Hiring, Customer Service, Screening, Account Management, Human Resources, Sales, Project Planning, Technical Recruiting, Process Engineering, Talent Acquisition, Executive Search, Business Planning, Sourcing, Sales Management, Program Management, New Business Development, Procurement, Engineering

Education
Clemson University   1982 — 1986
BS, Business

Ashbrook High School

Annise Johnson Annise Johnson Charlotte, North Carolina Area Details
Annise Johnson's Wachovia / First Union Experience January 1990 - January 2009
Job Executive Director at Prosperity Community Connection, Inc.
Industry Nonprofit Organization Management
Experience
Prosperity Community Connection, Inc.   January 2005 - Present
Retired  November 2009 - December 2009
WACHOVIA / FIRST UNION   January 1990 - January 2009
Concord First Assembly  2003 - 2007
FIRST GEORGIA BANK / FIRST UNION   January 1976 - December 1990
FIRST GEORGIA BANK   January 1970 - December 1976
NORTHERN TRUST CO  January 1968 - December 1970

Skills
Leadership, Literacy, Spiritual Direction, Change Management, Career Development, Customer Service, Software Documentation, Banking, Management, Process Improvement, Customer Satisfaction, Leadership Development, Risk Management, Public Speaking, Analysis, Coaching, Organizational..., Nonprofits, Research, Staff Development, Human Resources, Training, Strategy, Business Process..., Workshop Facilitation, Project Management, Testing, Program Management, Team Building, Project Planning, Management Consulting, Employee Training, Vendor Management, Community Outreach, Strategic Planning, Team Leadership, Volunteer Management, Volunteering

Education
Southeastern University   2004 — 2005
BS, Church Leadership

Georgia State University   1976 — 1977
Associate Degree, Business

Kathy Ridge Kathy Ridge Charlotte, North Carolina Area Details
Kathy Ridge's Wachovia / First Union Experience 1983 - 2003
Job Providing Interim executive management and consulting services for Non Profits, Education & Government organizations
Industry Nonprofit Organization Management
Experience
Levridge Resources   December 2010 - Present
MeckEd, Mecklenburg Citizens for Public Education   May 2008 - November 2010
Teach for America  2007 - 2007
Community School Of the Arts  2003 - 2007
Wachovia / First Union   1983 - 2003
First Union Corporation  1982 - 2003

Skills
Business, Business Strategy, Performance Management, Non-profits, Management Consulting, Executive Management, Strategic Planning, Small Business, Leadership, Start-ups, Grant Writing, Marketing Strategy, Board Development, Public Relations, Marketing, Strategy, Executive Coaching, Leadership Development, Change Management, Organizational..., Public Speaking, Nonprofits, Community Development, Fundraising, Training, Turnaround Experience, Philanthropy, Business assessment and..., Mergers, Management, Strategic Partnerships, Strategic Communications, Nonprofit Leadership, Entrepreneurship, Workshop Facilitation, Human Resources, Social Entrepreneurship, Volunteer Management, Grants, Non-profit..., Program Management, Non-profit Board..., Staff Development

Education
University of North Carolina at Greensboro   1971 — 1975
B.A., English

UNC Kenan-Flagler Business School   2003 — 2004
Wachovia Executive Leadership

Innovation Institute, McColl Center   2010 — 2010
Graduate

Institute of Political Leadership   2010 — 2010
Fellow

Ruth G. Shaw Ruth G. Shaw Charlotte, North Carolina Area Details
Ruth G. Shaw's Wachovia / First Union Experience 1990 - 2008
Job Corporate Board Member, Civic Leader, Retired Executive
Industry Executive Office
Experience
Southwire Company  2007 - Present
DTE Energy  2006 - Present
The Dow Chemical Company  2005 - Present
UNC Charlotte  2007 - 2010
Duke Energy  May 2007 - May 2009
Wachovia / First Union   1990 - 2008
Duke Energy  April 2006 - October 2006
Duke Power  2004 - 2006
Duke Power  2003 - 2004
Duke Energy  1997 - 2003

Skills
Leadership, Public Policy, Community Development, Leadership Development, Strategic Planning, Change Management, Event Planning, Strategic Communications, Policy, Energy, Corporate Communications, Marketing Strategy, Organizational..., Research, Program Management, Crisis Communications, Management, Strategy, Governance, Nonprofits, Proposal Writing, Fundraising, Higher Education, Public Relations, Project Management, Management Consulting, Government, Entrepreneurship, Public Speaking, Training, Team Building, Workshop Facilitation, Community Outreach, Project Planning, Staff Development, Coaching, Volunteer Management, Analysis, Executive Coaching, Business Strategy

Education
The University of Texas at Austin   1975 — 1977
Ph.D.

East Carolina University   1967 — 1972
B.A.; M.A.

Roger Maude, CTFA Roger Maude, CTFA Greater New York City Area Details
Roger Maude, CTFA's Wachovia / First Union Experience April 1997 - December 2003
Job VP at Wright Investors' Service
Industry Banking
Experience
Wright Investors' Service  June 2013 - Present
Fairfield County Bank  January 2004 - November 2012
Wachovia / First Union   April 1997 - December 2003
Bank of Boston  1994 - 1997
California Federal Bank  1991 - 1994
Society For Savings  1985 - 1990

Skills
FINRA Series 65, CTFA

Education
Southeastern Trust School at Campbell University   2014 — 2014

Federal Compliance School - Center For Financial Training   2012 — 2012

Stonier National Graduate School of Banking   2009 — 2011

CT School of Finance - CBA   1989 — 1991

University of Bridgeport   1981 — 1984
BS, Finance

Trumbull High School   1976 — 1980

Grant Jordan Grant Jordan Charlotte, North Carolina Area Details
Grant Jordan's Wachovia / First Union Experience October 1999 - August 2000
Job Managing Director Wells Fargo High Yield Research
Industry Financial Services
Experience
Wells Fargo  June 2002 - Present
Wachovia / First Union   October 1999 - August 2000
Bowles Hollowell / First Union   June 1996 - August 1999

Education
Northwestern University - Kellogg School of Management   2000 — 2002
MBA

Washington and Lee University   1992 — 1996
BA, Economics

Glenwood Allen, II Glenwood Allen, II Greensboro/Winston-Salem, North Carolina Area Details
Glenwood Allen, II's Wachovia / First Union Experience 2000 - 2003
Job Business Process Consultant
Industry Information Technology and Services
Experience
G. Allen & Associates   August 2011 - Present
Wells / Wachovia   2008 - July 2011
Wachovia  2004 - 2007
Bank of America  2003 - 2004
Wachovia / First Union   2000 - 2003
Andersen Consulting, LLC / Accenture   1998 - 1999
Mutual Community Savings Bank  1995 - 1998
M&T Bank  1993 - 1995

Skills
Project Management..., Business & Technical..., Issues Resolution, Systems Testing & Reuse, Contract Negotiations, Staff Development, GAP Analysis, Six Sigma, Commercial /Consumer..., Real Estate, Startegy, Outsourcing, Insourcing..., Process Improvement, Portfolio Management

Education
North Carolina Agricultural and Technical State University   1985 — 1991
BS, Finance

North Carolina Agricultural and Technical State University   1991 — 1992
BS, Accounting

Canisius College   1993 — 1993
Accounting

Central Piedmont Community College   2003 — 2003
Six Sigma Certificate

Mark Novachek Mark Novachek Dallas/Fort Worth Area Details
Mark Novachek's Wachovia / First Union Experience August 1997 - September 2001
Job Consulting for Mortgage Accounting and Master Servicing
Industry Financial Services
Experience
Beal Bank  November 2011 - Present
Mark T Novachek   November 2010 - November 2011
EMC Mortgage  February 2006 - August 2009
EMC Mortgage/Bear Stearns  February 2006 - August 2009
JPMorgan Chase  February 2006 - August 2009
JP Morgan/Chase: EMC Mortgage   2006 - 2009
JP Morgan Chase (formerly The Bear Stearns Companies)   2006 - 2009
Alan King and Company   January 2005 - February 2006
Credit Suisse First Boston  2001 - 2003
Wachovia / First Union   August 1997 - September 2001

Education
Pace University   1992 — 1995
BBA and MBA, Accounting

Nena Cahill, CFA Nena Cahill, CFA Charlotte, North Carolina Details
Nena Cahill, CFA's Wachovia / First Union Experience 1987 - 2003
Job Quality Assurance and Writer at The American College
Industry Writing and Editing
Experience
The American College  January 2014 - Present
Stalla CFA Study Guides   2000 - 2009
Wachovia & First Union  1987 - 2003

Skills
Alternative Investments, Equities, Asset Allocation, Research, Asset Managment, Editing, Wealth Management, Investment Strategies, Investments, Portfolio Management, Fixed Income

Education
CFA Institute   1987 — 1989
Chartered Financial Analyst, Investments and Securities

UNC Chapel Hill   1985 — 1987
MBA

Wake Forest University   1977 — 1981
Bachelor of Arts (BA), Economics

Candice Key Candice Key Charlotte, North Carolina Details
Candice Key's Wachovia / First Union Experience January 2000 - January 2008
Job Business Analyst
Industry Financial Services
Experience
Bank of America  July 2014 - Present
Wells Fargo Securities  November 2013 - July 2014
Bank of America  December 2012 - November 2013
Wells Fargo  January 2008 - October 2012
Wachovia / First Union   January 2000 - January 2008
First Union  October 1998 - January 2000
First Union  January 1998 - January 2000

Skills
Business Analysis, Portfolio Management, Equities, Analysis, Business Process, Strategy, Fixed Income, Investments, Financial Analysis, Requirements Analysis, Project Management, Trading, Asset Allocation, Data Analysis, Financial Modeling, Bloomberg, Investment Management, Derivatives, Alternative Investments, Risk Management, Capital Markets

Education
Queens University of Charlotte
Master of Business Administration (MBA), Finance

Virginia Polytechnic Institute
Bachelor of Arts, Economics

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