Wachovia, A Wells Fargo Company
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Wachovia, A Wells Fargo Company Employees
Employee
Years
Job
Industry
Fran Arce Fran Arce's Wachovia, A Wells Fargo Company Experience January 2006 - January 2007
Job Process Design Consultant at Bank of America
Industry Real Estate
Experience
Bank of America July 2014 - Present
Bank of America December 2011 - Present
Bank of America July 2010 - December 2011
Titanium Holdings, Inc. March 2009 - July 2010
American Dream Consulting January 2007 - June 2010
Coldwell Banker United January 2007 - June 2010
Wachovia, A Wells Fargo Company January 2006 - January 2007
First Horizon Home Loans January 2005 - January 2006
Mecklenburg County January 2000 - January 2005
Bank of America January 1998 - January 2000
Skills
IT Project Management, Business Entrepreneur, Sales / Negotiations, Training, Short Sales, Contract Negotiation, Loss Mitigation, Real Estate, Mortgage Lending, REO, Loans, Portfolio Management, Underwriting, Negotiation, Investment Properties, Investments
Education
Edinboro University of Pennsylvania 1985 — 1989
Bachelor's degree, Information Technology
Universidad Technologica de Chile 1980 — 1984
Engineering, Electronics
Bank of America July 2014 - Present
Bank of America December 2011 - Present
Bank of America July 2010 - December 2011
Titanium Holdings, Inc. March 2009 - July 2010
American Dream Consulting January 2007 - June 2010
Coldwell Banker United January 2007 - June 2010
Wachovia, A Wells Fargo Company January 2006 - January 2007
First Horizon Home Loans January 2005 - January 2006
Mecklenburg County January 2000 - January 2005
Bank of America January 1998 - January 2000
Skills
IT Project Management, Business Entrepreneur, Sales / Negotiations, Training, Short Sales, Contract Negotiation, Loss Mitigation, Real Estate, Mortgage Lending, REO, Loans, Portfolio Management, Underwriting, Negotiation, Investment Properties, Investments
Education
Edinboro University of Pennsylvania 1985 — 1989
Bachelor's degree, Information Technology
Universidad Technologica de Chile 1980 — 1984
Engineering, Electronics
Henri Fitzgerald Henri Fitzgerald's Wachovia, A Wells Fargo Company Experience 2003 - March 2011
Job Vice President, Philanthropic Planning Director at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2014 - Present
YMCA 2007 - December 2014
Wells Fargo Private Bank March 2010 - June 2014
Wachovia, A Wells Fargo Company 2003 - March 2011
Wake Forest University School of Law 2000 - 2003
Skills
Portfolio Management, Banking, Philanthropy, Investments, Planned Giving, Charitable Trusts, Charitable Gift..., Charitable Gift Planning, Charitable Remainder..., Donor Advised Funds, Public Speaking, Public Relations, Wealth Management..., Retirement Planning, Community Outreach, Securities, Wealth Management, Fundraising, Leadership, High Net Worth..., Grant Writing, Asset Management, Estate Planning, Program Development, Mutual Funds, Series 7, Nonprofits, Event Planning, Asset Allocation, Volunteer Management, Trust Services
Education
Wake Forest University School of Law 2000 — 2003
Juris Doctor, Corporate Law and Planning
Emory and Henry College 1996 — 2000
BA/BS, Political Science/ Business Management
The American College
Chartered Advisor in Philanthropy (CAP), Philanthropy
Wells Fargo June 2014 - Present
YMCA 2007 - December 2014
Wells Fargo Private Bank March 2010 - June 2014
Wachovia, A Wells Fargo Company 2003 - March 2011
Wake Forest University School of Law 2000 - 2003
Skills
Portfolio Management, Banking, Philanthropy, Investments, Planned Giving, Charitable Trusts, Charitable Gift..., Charitable Gift Planning, Charitable Remainder..., Donor Advised Funds, Public Speaking, Public Relations, Wealth Management..., Retirement Planning, Community Outreach, Securities, Wealth Management, Fundraising, Leadership, High Net Worth..., Grant Writing, Asset Management, Estate Planning, Program Development, Mutual Funds, Series 7, Nonprofits, Event Planning, Asset Allocation, Volunteer Management, Trust Services
Education
Wake Forest University School of Law 2000 — 2003
Juris Doctor, Corporate Law and Planning
Emory and Henry College 1996 — 2000
BA/BS, Political Science/ Business Management
The American College
Chartered Advisor in Philanthropy (CAP), Philanthropy
Anne Palermo Anne Palermo's Wachovia, A Wells Fargo Company Experience August 2009 - October 2010
Job Student Nurse, UPMC
Industry Hospital & Health Care
Experience
Wells Fargo Bank October 2010 - October 2011
Wachovia, A Wells Fargo Company August 2009 - October 2010
Skills
Loans, Microsoft Excel, Commercial Lending, Social Media
Education
University of Pittsburgh Medical Center-Shadyside School of Nursing 2013 — 2015
Elon University 2005 — 2009
Elon University - Martha and Spencer Love School of Business 2005 — 2009
Wells Fargo Bank October 2010 - October 2011
Wachovia, A Wells Fargo Company August 2009 - October 2010
Skills
Loans, Microsoft Excel, Commercial Lending, Social Media
Education
University of Pittsburgh Medical Center-Shadyside School of Nursing 2013 — 2015
Elon University 2005 — 2009
Elon University - Martha and Spencer Love School of Business 2005 — 2009
Michele LaRocca Michele LaRocca's Wachovia, A Wells Fargo Company Experience January 2005 - January 2008
Job Assistant Regional Support Center Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2011 - Present
Wells Fargo Advisors January 2008 - November 2011
Wachovia, A Wells Fargo Company January 2005 - January 2008
Morgan Stanley January 1999 - January 2005
Education
Elizabethtown College
Wells Fargo Advisors, LLC December 2011 - Present
Wells Fargo Advisors January 2008 - November 2011
Wachovia, A Wells Fargo Company January 2005 - January 2008
Morgan Stanley January 1999 - January 2005
Education
Elizabethtown College
Chuck Ripley Chuck Ripley's Wachovia, A Wells Fargo Company Experience February 2008 - March 2009
Job Owner/Managing Director Currituck Enterprises Group family of companies
Industry Investment Management
Experience
Crusader Force, LLC. August 2012 - Present
Currituck Enterprises Group, LLC. April 2002 - Present
Lourdes Catholic School May 2012 - 2014
CSRA Habitat for Humanity July 2009 - August 2010
Wachovia, A Wells Fargo Company February 2008 - March 2009
TIAA-CREF June 2006 - December 2008
Lawson Financial July 2004 - June 2005
TD Waterhouse October 2002 - July 2004
TD Waterhouse August 1997 - October 2002
TD Waterhouse September 1992 - August 1997
Skills
Master Carpenter, Insurance, Wealth Management, Compliance, Investments, Risk Management, Retirement Planning, Financial Services, Management, Finance, Leadership, Strategy, Securities, Microsoft Excel, Financial Risk, Public Speaking, Microsoft Office, Time Management, Marketing, Customer Service
Education
East Carolina University - College of Business 2003 — 2010
BSBA, Finance, Economics
North Carolina State University 2002 — 2006
Mathmatics, Economics, English, Philosophy, and Public Speaking
The University of Georgia 2010 — 2010
Geography, Marketing
Crusader Force, LLC. August 2012 - Present
Currituck Enterprises Group, LLC. April 2002 - Present
Lourdes Catholic School May 2012 - 2014
CSRA Habitat for Humanity July 2009 - August 2010
Wachovia, A Wells Fargo Company February 2008 - March 2009
TIAA-CREF June 2006 - December 2008
Lawson Financial July 2004 - June 2005
TD Waterhouse October 2002 - July 2004
TD Waterhouse August 1997 - October 2002
TD Waterhouse September 1992 - August 1997
Skills
Master Carpenter, Insurance, Wealth Management, Compliance, Investments, Risk Management, Retirement Planning, Financial Services, Management, Finance, Leadership, Strategy, Securities, Microsoft Excel, Financial Risk, Public Speaking, Microsoft Office, Time Management, Marketing, Customer Service
Education
East Carolina University - College of Business 2003 — 2010
BSBA, Finance, Economics
North Carolina State University 2002 — 2006
Mathmatics, Economics, English, Philosophy, and Public Speaking
The University of Georgia 2010 — 2010
Geography, Marketing
Julie Coffman Julie Coffman's Wachovia, A Wells Fargo Company Experience November 2000 - June 2005
Job at
Industry Insurance
Experience
Blue Ridge Insurance Services Inc June 2010 - Present
AVA Care of Harrisonburg September 2013 - June 2015
Covenant Insurance Services Inc. September 2006 - June 2010
Gerald Franson Insurance Agency Inc. June 2005 - July 2006
Wachovia, A Wells Fargo Company November 2000 - June 2005
Skills
Organizational..., Account Management, Keyboards, Insurance, Management, Sales, Property & Casualty..., Customer Service, New Business Development, Finance, Team Building, Training, Accounting, Commercial Insurance, Marketing, Small Business, Loans, Life Insurance, Leadership, Strategic Planning, Employee Benefits, Investments, Pricing, Fundraising
Education
Eastern Mennonite University 2008 — 2010
BS, Organizational Development/Management
Dabney S. Lancaster Community College 1993 — 1995
Associate, Office Systems Technology
Blue Ridge Insurance Services Inc June 2010 - Present
AVA Care of Harrisonburg September 2013 - June 2015
Covenant Insurance Services Inc. September 2006 - June 2010
Gerald Franson Insurance Agency Inc. June 2005 - July 2006
Wachovia, A Wells Fargo Company November 2000 - June 2005
Skills
Organizational..., Account Management, Keyboards, Insurance, Management, Sales, Property & Casualty..., Customer Service, New Business Development, Finance, Team Building, Training, Accounting, Commercial Insurance, Marketing, Small Business, Loans, Life Insurance, Leadership, Strategic Planning, Employee Benefits, Investments, Pricing, Fundraising
Education
Eastern Mennonite University 2008 — 2010
BS, Organizational Development/Management
Dabney S. Lancaster Community College 1993 — 1995
Associate, Office Systems Technology
Lori Haddock Lori Haddock's Wachovia, A Wells Fargo Company Experience January 1980 - July 2007
Job
Industry Investment Management
Experience
Triad Wealth Advisors (A Member of Advisory Services Network, LLC) March 2012 - Present
Wells Fargo Private Bank July 2007 - October 2011
Wachovia, A Wells Fargo Company January 1980 - July 2007
Skills
Wealth Management, Investments, Portfolio Management, Retirement Planning, Strategic Financial..., Series 7, Investment Advisory, Financial Analysis, Asset Allocation, Commercial Lending, Estate Planning, Retirement, Risk Management, Strategic Planning, Financial Planners, Real Estate
Education
East Carolina University - College of Business 1974 — 1978
MBA, BSBA, Business Administration
Triad Wealth Advisors (A Member of Advisory Services Network, LLC) March 2012 - Present
Wells Fargo Private Bank July 2007 - October 2011
Wachovia, A Wells Fargo Company January 1980 - July 2007
Skills
Wealth Management, Investments, Portfolio Management, Retirement Planning, Strategic Financial..., Series 7, Investment Advisory, Financial Analysis, Asset Allocation, Commercial Lending, Estate Planning, Retirement, Risk Management, Strategic Planning, Financial Planners, Real Estate
Education
East Carolina University - College of Business 1974 — 1978
MBA, BSBA, Business Administration
Alex Warnement Alex Warnement's Wachovia, A Wells Fargo Company Experience June 2008 - August 2008
Job Manager Financial Services Consultant at Ernst & Young
Industry Financial Services
Experience
Ernst & Young October 2011 - Present
Ernst & Young October 2009 - October 2011
Wachovia, A Wells Fargo Company June 2008 - August 2008
Bank of America June 2007 - August 2007
Skills
PowerPoint, Risk Management, Credit, Excel, Data Analysis, Microsoft Excel, Third Party Vendor..., Vendor Risk, Compliance, Economics, Financial Modeling, Management, Financial Analysis, Financial Risk, Financial Services
Education
Emory University 2005 — 2009
BBA, Finance and Consulting and Venture Management
Emory University - Goizueta Business School 2005 — 2009
Bachelor of Business Administration, Finance and Organization & Management
Ernst & Young October 2011 - Present
Ernst & Young October 2009 - October 2011
Wachovia, A Wells Fargo Company June 2008 - August 2008
Bank of America June 2007 - August 2007
Skills
PowerPoint, Risk Management, Credit, Excel, Data Analysis, Microsoft Excel, Third Party Vendor..., Vendor Risk, Compliance, Economics, Financial Modeling, Management, Financial Analysis, Financial Risk, Financial Services
Education
Emory University 2005 — 2009
BBA, Finance and Consulting and Venture Management
Emory University - Goizueta Business School 2005 — 2009
Bachelor of Business Administration, Finance and Organization & Management
Brandon Zell, SPHR, CCP Brandon Zell, SPHR, CCP's Wachovia, A Wells Fargo Company Experience April 2005 - November 2009
Job VP, Sr. Compensation Consultant at First Citizens Bank
Industry Banking
Experience
First Citizens Bank April 2015 - Present
Hagemeyer North America June 2013 - April 2015
Sonepar USA December 2009 - May 2013
Wachovia, A Wells Fargo Company April 2005 - November 2009
Skills
Deferred Compensation, Sales Commission, Sales Compensation Plans, HRIS, Compensation Review, Stock Compensation, Sales Compensation, Human Resources, Personnel Management, Incentive Programs, Compensation & Benefits, Job Descriptions, Leadership
Education
World at Work 2011 — 2013
Certified Compensation Professional (CCP), Compensation
East Carolina University - College of Business 2002 — 2003
MBA, Business Administration
East Carolina University - College of Business 1998 — 2002
BSBA, Marketing
First Citizens Bank April 2015 - Present
Hagemeyer North America June 2013 - April 2015
Sonepar USA December 2009 - May 2013
Wachovia, A Wells Fargo Company April 2005 - November 2009
Skills
Deferred Compensation, Sales Commission, Sales Compensation Plans, HRIS, Compensation Review, Stock Compensation, Sales Compensation, Human Resources, Personnel Management, Incentive Programs, Compensation & Benefits, Job Descriptions, Leadership
Education
World at Work 2011 — 2013
Certified Compensation Professional (CCP), Compensation
East Carolina University - College of Business 2002 — 2003
MBA, Business Administration
East Carolina University - College of Business 1998 — 2002
BSBA, Marketing
Jill Pniewski's Wachovia, A Wells Fargo Company Experience May 2008 - October 2009
Job Treasury Management Sales Analyst at Wells Fargo
Industry
Experience
Wells Fargo October 2009 - Present
Wachovia, A Wells Fargo Company May 2008 - October 2009
Wachovia, A Wells Fargo Company August 2007 - May 2008
Challenge Magazine June 2006 - August 2007
Skills
Treasury Services, Banking, Commercial Banking, Financial Services, Marketing, Microsoft Excel, ACH, Cash Management, Treasury Management, Customer Service, Portfolio Management, Sales, Leadership, Relationship Management, Financial Analysis, Account Management, Microsoft Office, Business Development, Cross Selling, Commercial Lending
Education
Elon University 2002 — 2006
Bachelor of Science (B.S.), Corporate Communications
Mercersburg Academy 1998 — 2002
Wells Fargo October 2009 - Present
Wachovia, A Wells Fargo Company May 2008 - October 2009
Wachovia, A Wells Fargo Company August 2007 - May 2008
Challenge Magazine June 2006 - August 2007
Skills
Treasury Services, Banking, Commercial Banking, Financial Services, Marketing, Microsoft Excel, ACH, Cash Management, Treasury Management, Customer Service, Portfolio Management, Sales, Leadership, Relationship Management, Financial Analysis, Account Management, Microsoft Office, Business Development, Cross Selling, Commercial Lending
Education
Elon University 2002 — 2006
Bachelor of Science (B.S.), Corporate Communications
Mercersburg Academy 1998 — 2002
Jon Rivera Jon Rivera's Wachovia, A Wells Fargo Company Experience October 2007 - September 2010
Job Real Estate Sales Associale @ Re/Max Palm Realty
Industry Real Estate
Experience
RE/MAX Palm Realty March 2012 - Present
RBC BANK USA September 2010 - April 2012
Wachovia, A Wells Fargo Company October 2007 - September 2010
OFFICE DEPOT March 2007 - October 2007
SEARS December 2006 - March 2007
CIRCUIT CITY February 2002 - December 2006
Skills
Customer Satisfaction, Customer Service, Sales Management, Retail, Sales Operations, Training, Real Estate, Real Estate Investment..., Inventory Management, Merchandising, Operations Management, Coaching, Management, Selling, Outlook, Strategic Planning, Foreclosures, Loss Prevention, Team Leadership, Credit, Lending, Securities License, Licensed Life & Health..., Recruiting, Sales, Real Estate License, Banking, Retail Banking, Retail Sales, Microsoft Office, Buyers, Sellers, Short Sales, REO, Referrals, Condos, Investments, Property, Leadership, Single Family Homes, First Time Home Buyers, Real Property, Finance, Investment Properties, SFR, New Home Sales, Real Estate Transactions, Relocation, Loans
Education
CHARLOTTE COUNTY VOCATIONAL TECHNICAL SCHOOL 2000 — 2002
Digital Electronic Tech, Digital Electronic Tech
Edison Community College 1998 — 2002
PORT CHARLOTTE HIGH SCHOOL 1998 — 2002
Diploma
RE/MAX Palm Realty March 2012 - Present
RBC BANK USA September 2010 - April 2012
Wachovia, A Wells Fargo Company October 2007 - September 2010
OFFICE DEPOT March 2007 - October 2007
SEARS December 2006 - March 2007
CIRCUIT CITY February 2002 - December 2006
Skills
Customer Satisfaction, Customer Service, Sales Management, Retail, Sales Operations, Training, Real Estate, Real Estate Investment..., Inventory Management, Merchandising, Operations Management, Coaching, Management, Selling, Outlook, Strategic Planning, Foreclosures, Loss Prevention, Team Leadership, Credit, Lending, Securities License, Licensed Life & Health..., Recruiting, Sales, Real Estate License, Banking, Retail Banking, Retail Sales, Microsoft Office, Buyers, Sellers, Short Sales, REO, Referrals, Condos, Investments, Property, Leadership, Single Family Homes, First Time Home Buyers, Real Property, Finance, Investment Properties, SFR, New Home Sales, Real Estate Transactions, Relocation, Loans
Education
CHARLOTTE COUNTY VOCATIONAL TECHNICAL SCHOOL 2000 — 2002
Digital Electronic Tech, Digital Electronic Tech
Edison Community College 1998 — 2002
PORT CHARLOTTE HIGH SCHOOL 1998 — 2002
Diploma
Tory Bryant Tory Bryant's Wachovia, A Wells Fargo Company Experience January 2000 - Present
Job Analyst II at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company January 2000 - Present
Education
East Carolina University 1995 — 1999
Bachelor of Business Administration (BBA), Management Information Systems
South Brunswick High School 1992 — 1995
Wachovia, A Wells Fargo Company January 2000 - Present
Education
East Carolina University 1995 — 1999
Bachelor of Business Administration (BBA), Management Information Systems
South Brunswick High School 1992 — 1995
Alaina McCray's Wachovia, A Wells Fargo Company Experience November 2007 - September 2010
Job Business Systems Consultant at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo March 2015 - Present
Wells Fargo March 2013 - Present
United Guaranty Corporation February 2011 - March 2013
Labcorp September 2010 - February 2011
Wachovia, A Wells Fargo Company November 2007 - September 2010
Brooks, Pierce, McLendon, Humphrey & Leonard, LLP March 2007 - November 2007
Skills
Servers, Active Directory, BMC Remedy, Information Technology, XP, Hardware, Windows XP, CAPM, Help Desk Support, Printers, Networking, Network Security, HP, Troubleshooting, Citrix, Windows 7, Computer Hardware, Windows Server, Software Documentation, VPN, Disaster Recovery, SharePoint, Windows, Lotus Notes, IBM AS/400, IBM Mainframe, Wikis, Blackberry, Blackberry Enterprise..., Novell, webex, Internet Explorer, Firefox, Google Chrome, Salesforce.com..., Peregrine, PeopleSoft, Remote Desktop, Software Installation
Education
ECPI College of Technology 2009 — 2010
Associate of Science (AS), Network Security
ECPI College of Technology 2005 — 2007
Associate of Arts and Sciences (A.A.S.), Computer Electronics Engineering Technology
Elizabeth City State University
Wells Fargo March 2015 - Present
Wells Fargo March 2013 - Present
United Guaranty Corporation February 2011 - March 2013
Labcorp September 2010 - February 2011
Wachovia, A Wells Fargo Company November 2007 - September 2010
Brooks, Pierce, McLendon, Humphrey & Leonard, LLP March 2007 - November 2007
Skills
Servers, Active Directory, BMC Remedy, Information Technology, XP, Hardware, Windows XP, CAPM, Help Desk Support, Printers, Networking, Network Security, HP, Troubleshooting, Citrix, Windows 7, Computer Hardware, Windows Server, Software Documentation, VPN, Disaster Recovery, SharePoint, Windows, Lotus Notes, IBM AS/400, IBM Mainframe, Wikis, Blackberry, Blackberry Enterprise..., Novell, webex, Internet Explorer, Firefox, Google Chrome, Salesforce.com..., Peregrine, PeopleSoft, Remote Desktop, Software Installation
Education
ECPI College of Technology 2009 — 2010
Associate of Science (AS), Network Security
ECPI College of Technology 2005 — 2007
Associate of Arts and Sciences (A.A.S.), Computer Electronics Engineering Technology
Elizabeth City State University
Cherlyn MacDougall Cherlyn MacDougall's Wachovia, A Wells Fargo Company Experience 1997 - 1999
Job Diabetes Sales Specialist at AstraZeneca
Industry Pharmaceuticals
Experience
AstraZeneca July 2000 - Present
AstraZeneca 2000 - 2012
Biostar Medical Supplies January 1999 - July 1999
Wachovia, A Wells Fargo Company 1997 - 1999
Skills
Diabetes, Gastroenterology, Endocrinology, Pharmaceutical Sales, Cardiology, Pulmonology, Rheumatology, Neurology, Managed Care, Nephrology, Urology, Buy & Bill, Hospital Sales, Pharmaceutical Industry, Hypertension
Education
East Tennessee State University
BS, Healthcare Administration
AstraZeneca July 2000 - Present
AstraZeneca 2000 - 2012
Biostar Medical Supplies January 1999 - July 1999
Wachovia, A Wells Fargo Company 1997 - 1999
Skills
Diabetes, Gastroenterology, Endocrinology, Pharmaceutical Sales, Cardiology, Pulmonology, Rheumatology, Neurology, Managed Care, Nephrology, Urology, Buy & Bill, Hospital Sales, Pharmaceutical Industry, Hypertension
Education
East Tennessee State University
BS, Healthcare Administration
Jack D. Kendall Jack D. Kendall's Wachovia, A Wells Fargo Company Experience September 2004 - August 2011
Job Private Banker / AVP / Capitol Region / Central Pennsylvania Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo August 2011 - Present
Wachovia, A Wells Fargo Company September 2004 - August 2011
URL Financial Group/ Bankers Life and Casualty September 2001 - June 2004
Skills
Consumer Lending, Credit, Small Business Lending, Commercial Lending, Wealth Management, Personal Financial..., Estate Planning, Retirement Planning, High Net Worth..., Insurance, Investments, Banking, Life Insurance, Retail Banking, Mutual Funds, Mortgage Lending, Lines Of Credit, Fixed Annuities, Loans, Series 63, Series 7, Small Business, Strategic Financial..., Finance, Cross Selling, Series 6, Wealth, Retirement, Relationship Management, Private Banking, Wealth Management..., Loan Origination
Education
Edinboro University of Pennsylvania 1997 — 2001
Business Finance
Wells Fargo August 2011 - Present
Wachovia, A Wells Fargo Company September 2004 - August 2011
URL Financial Group/ Bankers Life and Casualty September 2001 - June 2004
Skills
Consumer Lending, Credit, Small Business Lending, Commercial Lending, Wealth Management, Personal Financial..., Estate Planning, Retirement Planning, High Net Worth..., Insurance, Investments, Banking, Life Insurance, Retail Banking, Mutual Funds, Mortgage Lending, Lines Of Credit, Fixed Annuities, Loans, Series 63, Series 7, Small Business, Strategic Financial..., Finance, Cross Selling, Series 6, Wealth, Retirement, Relationship Management, Private Banking, Wealth Management..., Loan Origination
Education
Edinboro University of Pennsylvania 1997 — 2001
Business Finance
Angel Magee Angel Magee's Wachovia, A Wells Fargo Company Experience January 1997 - September 2014
Job Email Product Manager at Saint Louis University
Industry Financial Services
Experience
Saint Louis University August 2014 - Present
A.G. Edwards & Sons Inc. 1997 - Present
Wachovia, A Wells Fargo Company January 1997 - September 2014
A G Edwards January 1997 - July 2008
Anheuser-Busch Companies, Inc. October 1991 - January 1997
Niagara Mohawk Power Corp December 1988 - October 1991
UserBase Systems April 1988 - December 1988
Industrial Freight Systems, Inc March 1986 - March 1988
Smalley Transportation October 1984 - March 1986
Skills
Disaster Recovery, Powershell, Visio, Software Documentation, Process Improvement, SharePoint, Business Analysis, Unix, Active Directory, Integration, Cloud Computing, Change Management, Virtualization, ITIL, Project Management, Program Management, Windows, Windows Server, Microsoft Exchange, Vendor Management, Enterprise Architecture, Troubleshooting, SDLC, VMware, Data Center, Software Development, Information Technology, Microsoft SQL Server, System Administration, Leadership, Security, Servers, IT Management, IT Strategy, PMP, Microsoft Technologies, Hardware, System Deployment
Education
Eckerd College 1980 — 1984
BA, Behavioral Science
Fletcher High School 1977 — 1980
Saint Louis University August 2014 - Present
A.G. Edwards & Sons Inc. 1997 - Present
Wachovia, A Wells Fargo Company January 1997 - September 2014
A G Edwards January 1997 - July 2008
Anheuser-Busch Companies, Inc. October 1991 - January 1997
Niagara Mohawk Power Corp December 1988 - October 1991
UserBase Systems April 1988 - December 1988
Industrial Freight Systems, Inc March 1986 - March 1988
Smalley Transportation October 1984 - March 1986
Skills
Disaster Recovery, Powershell, Visio, Software Documentation, Process Improvement, SharePoint, Business Analysis, Unix, Active Directory, Integration, Cloud Computing, Change Management, Virtualization, ITIL, Project Management, Program Management, Windows, Windows Server, Microsoft Exchange, Vendor Management, Enterprise Architecture, Troubleshooting, SDLC, VMware, Data Center, Software Development, Information Technology, Microsoft SQL Server, System Administration, Leadership, Security, Servers, IT Management, IT Strategy, PMP, Microsoft Technologies, Hardware, System Deployment
Education
Eckerd College 1980 — 1984
BA, Behavioral Science
Fletcher High School 1977 — 1980
Jawn Scott Jawn Scott's Wachovia, A Wells Fargo Company Experience January 2000 - October 2002
Job VP Private Banker for BNC Wealth at Bank of North Carolina
Industry Banking
Experience
Bank of North Carolina October 2002 - Present
Bank of North Carolina January 2008 - October 2013
Bank of North Carolina June 2005 - January 2008
Bank of North Carolina October 2002 - June 2005
Wachovia, A Wells Fargo Company January 2000 - October 2002
BB&T 1998 - 1999
Skills
Commercial Lending, Banking, Small Business Lending, Credit, Loans, Building Relationships, Remote Deposit Capture, Customer Experience, Retail Banking, Mortgage Lending, Consumer Lending, Commercial Banking, Deposits, Real Estate, Customer Service, New Business Development, Sales Management, Sales, Lines Of Credit, Small Business, Underwriting, Business Development, Insurance, Finance, Portfolio Management, Leadership, Credit Analysis, Loan Origination, Cross Selling, Cash Management, Risk Management, Mortgage Banking, Financial Services, Relationship Management, Treasury Management, Branch Management, Asset Based Lending, Branch Banking, Financial Analysis, Payments, Refinance, Construction Loans, Investments, Residential Mortgages, Commercial Mortgages, Wealth Management, Credit Risk, Strategic Financial..., Financial Risk, FHA
Education
North Carolina School of Banking 2006 — 2009
Elon University 1992 — 1996
BA, Psychology
Bank of North Carolina October 2002 - Present
Bank of North Carolina January 2008 - October 2013
Bank of North Carolina June 2005 - January 2008
Bank of North Carolina October 2002 - June 2005
Wachovia, A Wells Fargo Company January 2000 - October 2002
BB&T 1998 - 1999
Skills
Commercial Lending, Banking, Small Business Lending, Credit, Loans, Building Relationships, Remote Deposit Capture, Customer Experience, Retail Banking, Mortgage Lending, Consumer Lending, Commercial Banking, Deposits, Real Estate, Customer Service, New Business Development, Sales Management, Sales, Lines Of Credit, Small Business, Underwriting, Business Development, Insurance, Finance, Portfolio Management, Leadership, Credit Analysis, Loan Origination, Cross Selling, Cash Management, Risk Management, Mortgage Banking, Financial Services, Relationship Management, Treasury Management, Branch Management, Asset Based Lending, Branch Banking, Financial Analysis, Payments, Refinance, Construction Loans, Investments, Residential Mortgages, Commercial Mortgages, Wealth Management, Credit Risk, Strategic Financial..., Financial Risk, FHA
Education
North Carolina School of Banking 2006 — 2009
Elon University 1992 — 1996
BA, Psychology
Bill Groseclose Bill Groseclose's Wachovia, A Wells Fargo Company Experience March 1996 - February 2000
Job Vice President at Pioneer Bank
Industry Banking
Experience
Pioneer Bank March 2005 - Present
SunTrust Bank February 2000 - March 2005
Wachovia, A Wells Fargo Company March 1996 - February 2000
Skills
Banking, Loans, Credit Analysis, Credit, Financial Analysis, Strategic Planning, Small Business Lending, Coaching, Customer Service, Underwriting, New Business Development, Finance, Marketing, Commercial Lending, Relationship Management, Sales, Small Business, Commercial Banking, Leadership, Consumer Lending, Mortgage Lending, Risk Management, Commercial Mortgages, Financial Services, Loan Origination, Lines Of Credit, Portfolio Management, Retail Banking, Construction Loans, Mortgage Banking, Strategic Financial..., Residential Mortgages, Cash Management, Insurance, Internet Banking, Investments, Financial Risk, Refinance, Credit Risk, Selling, Series 7, FHA, Wealth Management, Treasury Management, Retirement Planning
Education
Eastern Mennonite University 2008 — 2010
MBA, Business Administration
Virginia Tech 1979 — 1984
BS, Agricultural Economics
Pioneer Bank March 2005 - Present
SunTrust Bank February 2000 - March 2005
Wachovia, A Wells Fargo Company March 1996 - February 2000
Skills
Banking, Loans, Credit Analysis, Credit, Financial Analysis, Strategic Planning, Small Business Lending, Coaching, Customer Service, Underwriting, New Business Development, Finance, Marketing, Commercial Lending, Relationship Management, Sales, Small Business, Commercial Banking, Leadership, Consumer Lending, Mortgage Lending, Risk Management, Commercial Mortgages, Financial Services, Loan Origination, Lines Of Credit, Portfolio Management, Retail Banking, Construction Loans, Mortgage Banking, Strategic Financial..., Residential Mortgages, Cash Management, Insurance, Internet Banking, Investments, Financial Risk, Refinance, Credit Risk, Selling, Series 7, FHA, Wealth Management, Treasury Management, Retirement Planning
Education
Eastern Mennonite University 2008 — 2010
MBA, Business Administration
Virginia Tech 1979 — 1984
BS, Agricultural Economics
Amanda L. Christian Amanda L. Christian's Wachovia, A Wells Fargo Company Experience 2000 - 2010
Job Technical Project and Program Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo May 2012 - Present
MooselyEco December 2010 - October 2012
Wells Fargo 2011 - May 2012
Lowe's Home Improvement July 2011 - September 2011
ProNet Charlotte 2011 - 2011
Wachovia, A Wells Fargo Company 2000 - 2010
Toastmasters International July 2007 - June 2008
First Union National Bank 1999 - 2001
First Union National Bank 1998 - 1999
First Union National Bank 1995 - 1997
Skills
ITIL, Risk Management, Project Management, Team Building, Governance, Asset Managment, Process Management, Managerial Finance, Disaster Recovery, Vendor Management, Business Continuity, Program Management, Process Improvement, Business Analysis, PMP, Visio, Project Portfolio..., SharePoint, Strategic Planning, Requirements Analysis, Enterprise Architecture, Management, Asset Management, Training, Data Center, Requirements Gathering, IT Service Management, Integration, Virtualization, Strategy, Leadership, Servers, Networking, Security, Project Planning, Information Technology, IT Management, Resource Management, SDLC, IT Operations, Software Documentation, Cross-functional Team...
Education
Queens University of Charlotte 2004 — 2005
Preliminary MBA Course Work
The George Washington University 2004 — 2005
Masters Certification, Project Management
Eckerd College 1982 — 1986
Bachelor of Arts, Liberal Arts
Naples High School
Wells Fargo May 2012 - Present
MooselyEco December 2010 - October 2012
Wells Fargo 2011 - May 2012
Lowe's Home Improvement July 2011 - September 2011
ProNet Charlotte 2011 - 2011
Wachovia, A Wells Fargo Company 2000 - 2010
Toastmasters International July 2007 - June 2008
First Union National Bank 1999 - 2001
First Union National Bank 1998 - 1999
First Union National Bank 1995 - 1997
Skills
ITIL, Risk Management, Project Management, Team Building, Governance, Asset Managment, Process Management, Managerial Finance, Disaster Recovery, Vendor Management, Business Continuity, Program Management, Process Improvement, Business Analysis, PMP, Visio, Project Portfolio..., SharePoint, Strategic Planning, Requirements Analysis, Enterprise Architecture, Management, Asset Management, Training, Data Center, Requirements Gathering, IT Service Management, Integration, Virtualization, Strategy, Leadership, Servers, Networking, Security, Project Planning, Information Technology, IT Management, Resource Management, SDLC, IT Operations, Software Documentation, Cross-functional Team...
Education
Queens University of Charlotte 2004 — 2005
Preliminary MBA Course Work
The George Washington University 2004 — 2005
Masters Certification, Project Management
Eckerd College 1982 — 1986
Bachelor of Arts, Liberal Arts
Naples High School
Willie Goodwyn Jr's Wachovia, A Wells Fargo Company Experience January 2011 - Present
Job Banking & Finance Sales Professional
Industry Banking
Experience
Wachovia, A Wells Fargo Company January 2011 - Present
Wendy's Restaurant January 2005 - November 2007
WACHOVIA BANK January 2001 - January 2004
Skills
Sales, Banking, Microsoft Excel, Microsoft Word, Microsoft Office, Marketing, Customer Service, Analysis, Budget, Cash Management, Social Networking
Education
Full Sail University 2011 — 2012
Master's degree, Entertainment Business
Elizabeth City State University 2004 — 2009
Bachelor's degree, Business Administration
Wachovia, A Wells Fargo Company January 2011 - Present
Wendy's Restaurant January 2005 - November 2007
WACHOVIA BANK January 2001 - January 2004
Skills
Sales, Banking, Microsoft Excel, Microsoft Word, Microsoft Office, Marketing, Customer Service, Analysis, Budget, Cash Management, Social Networking
Education
Full Sail University 2011 — 2012
Master's degree, Entertainment Business
Elizabeth City State University 2004 — 2009
Bachelor's degree, Business Administration
William Bruckner William Bruckner's Wachovia, A Wells Fargo Company Experience June 1996 - July 1999
Job Relationship Manager
Industry Financial Services
Experience
Pershing June 2011 - Present
Merrill Lynch January 2010 - June 2011
Pershing July 1999 - January 2010
Wachovia, A Wells Fargo Company June 1996 - July 1999
Education
Elon University - Martha and Spencer Love School of Business 1992 — 1996
B.S., Business Administration, Finance
Pershing June 2011 - Present
Merrill Lynch January 2010 - June 2011
Pershing July 1999 - January 2010
Wachovia, A Wells Fargo Company June 1996 - July 1999
Education
Elon University - Martha and Spencer Love School of Business 1992 — 1996
B.S., Business Administration, Finance
Bill. Berger Bill. Berger's Wachovia, A Wells Fargo Company Experience May 1997 - October 2008
Job Trainer, Call Center Supervisor, Sales
Industry Education Management
Experience
IGA 2011 - Present
Xerox February 2010 - August 2011
Everglades Direct 2009 - 2010
Wachovia, A Wells Fargo Company May 1997 - October 2008
TCF Bank February 1995 - January 1997
Skills
Business Development, Performance Management, Account Management, Team Building, Sales Management, Customer Service, Management, Coaching, Strategic Planning, Marketing, Customer Retention, Training, Leadership, Call Centers, Sales
Education
Eastern Michigan University 1991 — 1994
Bachelor of Science, Education & Psychology
IGA 2011 - Present
Xerox February 2010 - August 2011
Everglades Direct 2009 - 2010
Wachovia, A Wells Fargo Company May 1997 - October 2008
TCF Bank February 1995 - January 1997
Skills
Business Development, Performance Management, Account Management, Team Building, Sales Management, Customer Service, Management, Coaching, Strategic Planning, Marketing, Customer Retention, Training, Leadership, Call Centers, Sales
Education
Eastern Michigan University 1991 — 1994
Bachelor of Science, Education & Psychology
Martin Metzker Martin Metzker's Wachovia, A Wells Fargo Company Experience July 2008 - April 2009
Job Senior Vice President Business Intelligence & Analytics at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2009 - Present
Wachovia, A Wells Fargo Company July 2008 - April 2009
Wachovia Bank January 2000 - June 2008
First Union National Bank September 1996 - December 1998
Comerica January 1988 - August 1996
Comerica Bank 1978 - 1996
Comerica January 1978 - December 1987
Skills
Strategic Planning, ITIL, Business Analysis, Risk Management, Quality Management, Benchmarking, Management Consulting, Project Management, Vendor Management, Process Improvement, Business Process..., Banking, SDLC, Disaster Recovery, Analytics, Management, Business Intelligence, Program Management, PMO, Governance, IT Strategy, PMP
Education
The Ohio State University 1974 — 1977
BBA, Business Administration - Finance
Eastern Michigan University 1978 — 1981
MBA, General
Wells Fargo April 2009 - Present
Wachovia, A Wells Fargo Company July 2008 - April 2009
Wachovia Bank January 2000 - June 2008
First Union National Bank September 1996 - December 1998
Comerica January 1988 - August 1996
Comerica Bank 1978 - 1996
Comerica January 1978 - December 1987
Skills
Strategic Planning, ITIL, Business Analysis, Risk Management, Quality Management, Benchmarking, Management Consulting, Project Management, Vendor Management, Process Improvement, Business Process..., Banking, SDLC, Disaster Recovery, Analytics, Management, Business Intelligence, Program Management, PMO, Governance, IT Strategy, PMP
Education
The Ohio State University 1974 — 1977
BBA, Business Administration - Finance
Eastern Michigan University 1978 — 1981
MBA, General
David Hepner David Hepner's Wachovia, A Wells Fargo Company Experience September 1997 - February 2004
Job CFO
Industry Automotive
Experience
Parks Automotive Group November 2014 - Present
Dixon Hughes Goodman LLP February 2004 - October 2014
Wachovia, A Wells Fargo Company September 1997 - February 2004
Skills
Financial Analysis, GAAP, Financial Reporting, Accounting, Internal Controls, Process Improvement, Forecasting, CPA, US GAAP, Auditing
Education
Elon University 1990 — 1993
BS, Accounting
Parks Automotive Group November 2014 - Present
Dixon Hughes Goodman LLP February 2004 - October 2014
Wachovia, A Wells Fargo Company September 1997 - February 2004
Skills
Financial Analysis, GAAP, Financial Reporting, Accounting, Internal Controls, Process Improvement, Forecasting, CPA, US GAAP, Auditing
Education
Elon University 1990 — 1993
BS, Accounting
Kimberly Wier Kimberly Wier's Wachovia, A Wells Fargo Company Experience March 1997 - November 2004
Job Business Banking Area Manager, RM Channel at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase October 2012 - Present
JPMorgan Chase June 2009 - October 2012
Colonial Bank December 2004 - June 2009
Wachovia, A Wells Fargo Company March 1997 - November 2004
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit Analysis, Finance, Lines Of Credit, Loan Origination, Loans, Mortgage Lending, Portfolio Management, Small Business Lending, Credit, Management, Retail Banking
Education
Fairmont State University
JPMorgan Chase October 2012 - Present
JPMorgan Chase June 2009 - October 2012
Colonial Bank December 2004 - June 2009
Wachovia, A Wells Fargo Company March 1997 - November 2004
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit Analysis, Finance, Lines Of Credit, Loan Origination, Loans, Mortgage Lending, Portfolio Management, Small Business Lending, Credit, Management, Retail Banking
Education
Fairmont State University
Charles K Morehead Charles K Morehead's Wachovia, A Wells Fargo Company Experience September 2009 - January 2011
Job Senior Underwriter 4, Wealth Management Credit Services at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2011 - Present
Wachovia, A Wells Fargo Company September 2009 - January 2011
Bank of America June 2009 - September 2009
Wachovia Bank May 2007 - October 2008
Retail Small Business August 2005 - May 2007
Branches March 2003 - July 2005
Central Carolina Bank 1998 - 2000
Skills
Underwriting, Credit, Loans, Outlook, Wealth Management, Banking, Customer Relations, Credit Analysis, Risk Mitigation, Word, Customer Service, Microsoft Office, Credit Risk, Consumer Lending, Teamwork, Risk Management, Leadership, Finance, Financial Risk, Small Business Lending, Business Analysis, Microsoft Word, Management, Financial Analysis
Education
Strayer University 2008 — 2011
MBA, Management
Elon University 1994 — 1998
BA, Political Science
Laurel Park High 1990 — 1994
Wells Fargo January 2011 - Present
Wachovia, A Wells Fargo Company September 2009 - January 2011
Bank of America June 2009 - September 2009
Wachovia Bank May 2007 - October 2008
Retail Small Business August 2005 - May 2007
Branches March 2003 - July 2005
Central Carolina Bank 1998 - 2000
Skills
Underwriting, Credit, Loans, Outlook, Wealth Management, Banking, Customer Relations, Credit Analysis, Risk Mitigation, Word, Customer Service, Microsoft Office, Credit Risk, Consumer Lending, Teamwork, Risk Management, Leadership, Finance, Financial Risk, Small Business Lending, Business Analysis, Microsoft Word, Management, Financial Analysis
Education
Strayer University 2008 — 2011
MBA, Management
Elon University 1994 — 1998
BA, Political Science
Laurel Park High 1990 — 1994
Amber Clybourn Amber Clybourn's Wachovia, A Wells Fargo Company Experience June 2009 - January 2013
Job Director of Marketing
Industry Marketing and Advertising
Experience
Morris Park Nursing Home January 2014 - Present
SIX22 Healthcare Marketing & Design January 2013 - Present
MetroStar Home Health Products January 2013 - September 2013
Wachovia, A Wells Fargo Company June 2009 - January 2013
Skills
Loans, Banking, Credit, Consumer Lending, Commercial Banking, Retail Banking, Small Business Lending, Mortgage Lending, Commercial Lending, Credit Analysis, Cross Selling, Lines Of Credit, Loan Origination, Deposits, Cash Management, Mortgage Banking, Portfolio Management, Credit Risk, Underwriting, Relationship Management
Education
Fairleigh Dickinson University 2005 — 2010
Bachelor of Arts, Communication
Morris Park Nursing Home January 2014 - Present
SIX22 Healthcare Marketing & Design January 2013 - Present
MetroStar Home Health Products January 2013 - September 2013
Wachovia, A Wells Fargo Company June 2009 - January 2013
Skills
Loans, Banking, Credit, Consumer Lending, Commercial Banking, Retail Banking, Small Business Lending, Mortgage Lending, Commercial Lending, Credit Analysis, Cross Selling, Lines Of Credit, Loan Origination, Deposits, Cash Management, Mortgage Banking, Portfolio Management, Credit Risk, Underwriting, Relationship Management
Education
Fairleigh Dickinson University 2005 — 2010
Bachelor of Arts, Communication
Brandon Beiter Brandon Beiter's Wachovia, A Wells Fargo Company Experience May 2008 - February 2010
Job Recruiter at Liberty Mutual Insurance
Industry Staffing and Recruiting
Experience
Liberty Mutual Insurance January 2015 - Present
XOOM Energy June 2014 - December 2014
Aerotek March 2014 - May 2014
TalentBridge November 2012 - October 2013
Adecco June 2011 - November 2012
Coventry Health Care October 2010 - June 2011
Wachovia, A Wells Fargo Company May 2008 - February 2010
Dick's Sporting Goods February 2007 - May 2008
Merck 2004 - 2006
Enterprise Rent-A-Car August 2001 - October 2004
Skills
Sales Operations, Sales Process, Direct Sales, Health Insurance, Cold Calling, Account Management, Sales, Customer Service, Sales Management, Recruiting, New Business Development, Human Resources, Business Development, Marketing, Team Building, Training, Finance, Coaching, Insurance, Performance Management, Employee Benefits, Business Planning, Leadership, Temporary Staffing, Management, Hiring, CRM, Talent Acquisition, Sourcing, Temporary Placement
Education
Oakland University 1998 — 2001
Bachelor of Arts
Ferris State University 1996 — 1997
Oakland Community College 1994 — 1996
Liberty Mutual Insurance January 2015 - Present
XOOM Energy June 2014 - December 2014
Aerotek March 2014 - May 2014
TalentBridge November 2012 - October 2013
Adecco June 2011 - November 2012
Coventry Health Care October 2010 - June 2011
Wachovia, A Wells Fargo Company May 2008 - February 2010
Dick's Sporting Goods February 2007 - May 2008
Merck 2004 - 2006
Enterprise Rent-A-Car August 2001 - October 2004
Skills
Sales Operations, Sales Process, Direct Sales, Health Insurance, Cold Calling, Account Management, Sales, Customer Service, Sales Management, Recruiting, New Business Development, Human Resources, Business Development, Marketing, Team Building, Training, Finance, Coaching, Insurance, Performance Management, Employee Benefits, Business Planning, Leadership, Temporary Staffing, Management, Hiring, CRM, Talent Acquisition, Sourcing, Temporary Placement
Education
Oakland University 1998 — 2001
Bachelor of Arts
Ferris State University 1996 — 1997
Oakland Community College 1994 — 1996
Kenny Taylor's Wachovia, A Wells Fargo Company Experience August 2007 - March 2010
Job Account Manager at Internetwork Engineering
Industry Information Technology and Services
Experience
Internetwork Engineering August 2014 - Present
Cisco Systems March 2010 - August 2014
Wachovia, A Wells Fargo Company August 2007 - March 2010
AT&T August 2000 - August 2007
Honeywell Aerospace June 1999 - August 2000
Skills
Cisco Technologies, Cisco Call Manager, Data Center, CCNP, Switches, Network Architecture, VoIP, Routing, Unified Communications, WAN, OSPF, Network Design, Cloud Computing, Network Engineering, Cisco IOS, Telephony, Routers, BGP, Network Security, MPLS
Education
ECPI University
Bachelor of Science, Electronics Engineering
ITT Technical Institute
Associates, Electronics Engineering
Internetwork Engineering August 2014 - Present
Cisco Systems March 2010 - August 2014
Wachovia, A Wells Fargo Company August 2007 - March 2010
AT&T August 2000 - August 2007
Honeywell Aerospace June 1999 - August 2000
Skills
Cisco Technologies, Cisco Call Manager, Data Center, CCNP, Switches, Network Architecture, VoIP, Routing, Unified Communications, WAN, OSPF, Network Design, Cloud Computing, Network Engineering, Cisco IOS, Telephony, Routers, BGP, Network Security, MPLS
Education
ECPI University
Bachelor of Science, Electronics Engineering
ITT Technical Institute
Associates, Electronics Engineering
Linda Grice Linda Grice's Wachovia, A Wells Fargo Company Experience February 2010 - November 2010
Job Seeking Customer Support Specialist Position
Industry Banking
Experience
Wells Fargo(Strategic Staffing Solutions contractor) June 2012 - August 2013
Wells Fargo Bank May 2011 - December 2011
Wachovia, A Wells Fargo Company February 2010 - November 2010
Wachovia, A Wells Fargo Company June 1998 - July 2009
Wachovia Bank August 1992 - May 1998
Skills
customer service, lotus notes, outlook, ms word, ms excel, Troubleshooting, Interpersonal Skill, Highly detail oriented, Research, Technical Support, Lotus Notes, Customer Service, Microsoft Excel, Outlook
Education
Fayetteville State University 1976 — 1980
Bachelor of Science, Business Education
North Forsyth High -Winston-Salem,NC
Diploma
Wells Fargo(Strategic Staffing Solutions contractor) June 2012 - August 2013
Wells Fargo Bank May 2011 - December 2011
Wachovia, A Wells Fargo Company February 2010 - November 2010
Wachovia, A Wells Fargo Company June 1998 - July 2009
Wachovia Bank August 1992 - May 1998
Skills
customer service, lotus notes, outlook, ms word, ms excel, Troubleshooting, Interpersonal Skill, Highly detail oriented, Research, Technical Support, Lotus Notes, Customer Service, Microsoft Excel, Outlook
Education
Fayetteville State University 1976 — 1980
Bachelor of Science, Business Education
North Forsyth High -Winston-Salem,NC
Diploma
John Reid John Reid's Wachovia, A Wells Fargo Company Experience January 1995 - August 2007
Job SVP and Regional Commercial Executive at HSBC
Industry Banking
Experience
HSBC October 2011 - Present
Wells Fargo August 2007 - October 2011
Wachovia, A Wells Fargo Company January 1995 - August 2007
Skills
Credit, Banking, Commercial Lending, Commercial Banking, Credit Analysis, Series 7, Underwriting, Portfolio Management, Wealth Management, Consumer Lending, Relationship Management, Financial Services, Leadership, Investment Banking, Capital Markets, Credit Risk
Education
Wake Forest University - Babcock Graduate School of Management 1991 — 1993
Master of Business Administration (MBA)
Elon University 1985 — 1988
B.S, Business Administration
HSBC October 2011 - Present
Wells Fargo August 2007 - October 2011
Wachovia, A Wells Fargo Company January 1995 - August 2007
Skills
Credit, Banking, Commercial Lending, Commercial Banking, Credit Analysis, Series 7, Underwriting, Portfolio Management, Wealth Management, Consumer Lending, Relationship Management, Financial Services, Leadership, Investment Banking, Capital Markets, Credit Risk
Education
Wake Forest University - Babcock Graduate School of Management 1991 — 1993
Master of Business Administration (MBA)
Elon University 1985 — 1988
B.S, Business Administration
Malea Crigler's Wachovia, A Wells Fargo Company Experience 1998 - 2012
Job Technology Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 1989 - Present
Wachovia, A Wells Fargo Company 1998 - 2012
Integon Insurance 1981 - 1989
Skills
Banking, Business Analysis, Vendor Management, SDLC, Insurance, Excel, Compliance, Mainframe, Documentation, Process Improvement, COBOL, Problem Solving, Requirements Analysis, Human Resource..., Application Product..., Change Management, Staff Management, Staff Planning, IT Strategy, Internal Customer..., Strategy, Requirements Gathering, Risk Management, Team Leadership, Software Documentation, Internal Audit, Budgets, Enterprise Software, Microsoft Excel, Management, Plannning, Human Resources
Education
Elon University 1977 — 1981
Bachelor of Arts, Mathematics
Wells Fargo September 1989 - Present
Wachovia, A Wells Fargo Company 1998 - 2012
Integon Insurance 1981 - 1989
Skills
Banking, Business Analysis, Vendor Management, SDLC, Insurance, Excel, Compliance, Mainframe, Documentation, Process Improvement, COBOL, Problem Solving, Requirements Analysis, Human Resource..., Application Product..., Change Management, Staff Management, Staff Planning, IT Strategy, Internal Customer..., Strategy, Requirements Gathering, Risk Management, Team Leadership, Software Documentation, Internal Audit, Budgets, Enterprise Software, Microsoft Excel, Management, Plannning, Human Resources
Education
Elon University 1977 — 1981
Bachelor of Arts, Mathematics
Erin Kuhr's Wachovia, A Wells Fargo Company Experience June 2007 - June 2010
Job Manager, Talent Acquisition at TIAACREF
Industry Human Resources
Experience
TIAA-CREF September 2014 - Present
TIAA-CREF May 2011 - September 2014
SAIC June 2010 - May 2011
Wachovia, a Wells Fargo Company June 2007 - June 2010
TEKsystems March 2004 - June 2007
Skills
Recruiting, Technical Recruiting, Talent Acquisition, Hiring, Sourcing, Onboarding, Applicant Tracking..., Human Resources, Information Technology, Building Relationships, College Recruiting, Temporary Placement, Staffing Services, PeopleSoft, Investments, Internet Recruiting, CRM, Finance, Strategic Sourcing, Talent Management, Business Development, Benefits Negotiation, Process Improvement, Account Management, Interviews, Employee Relations, Change Management, Screening, Government, Management, Project Management, Executive Search, Screening Resumes, Business Analysis, Financial Services, Time Management, HRIS, Contract Recruitment, SDLC, Performance Management, Vendor Management, Resource Management, Permanent Placement, Leadership
Education
University of North Carolina at Greensboro 1999 — 2003
BS Business Administration
University of Ballarat 2001 — 2001
Business Administration
TIAA-CREF September 2014 - Present
TIAA-CREF May 2011 - September 2014
SAIC June 2010 - May 2011
Wachovia, a Wells Fargo Company June 2007 - June 2010
TEKsystems March 2004 - June 2007
Skills
Recruiting, Technical Recruiting, Talent Acquisition, Hiring, Sourcing, Onboarding, Applicant Tracking..., Human Resources, Information Technology, Building Relationships, College Recruiting, Temporary Placement, Staffing Services, PeopleSoft, Investments, Internet Recruiting, CRM, Finance, Strategic Sourcing, Talent Management, Business Development, Benefits Negotiation, Process Improvement, Account Management, Interviews, Employee Relations, Change Management, Screening, Government, Management, Project Management, Executive Search, Screening Resumes, Business Analysis, Financial Services, Time Management, HRIS, Contract Recruitment, SDLC, Performance Management, Vendor Management, Resource Management, Permanent Placement, Leadership
Education
University of North Carolina at Greensboro 1999 — 2003
BS Business Administration
University of Ballarat 2001 — 2001
Business Administration
James Brannon James Brannon's Wachovia, A Wells Fargo Company Experience June 1998 - March 2010
Job Administrator
Industry Logistics and Supply Chain
Experience
FedEx Ground March 2012 - Present
Icon Information Consultants January 2013 - April 2013
Wachovia, A Wells Fargo Company June 1998 - March 2010
Skills
Employee Benefits, Finance, Microsoft Excel, Investments, Access, Banking, Microsoft Word, PowerPoint, Business Analysis, Administration, Analysis
Education
Strayer University 2008 — 2011
MBA, Finance
Elizabeth City State University 1991 — 1995
BS, Business Administration - Marketing
FedEx Ground March 2012 - Present
Icon Information Consultants January 2013 - April 2013
Wachovia, A Wells Fargo Company June 1998 - March 2010
Skills
Employee Benefits, Finance, Microsoft Excel, Investments, Access, Banking, Microsoft Word, PowerPoint, Business Analysis, Administration, Analysis
Education
Strayer University 2008 — 2011
MBA, Finance
Elizabeth City State University 1991 — 1995
BS, Business Administration - Marketing
Gary Bergman Gary Bergman's Wachovia, A Wells Fargo Company Experience 2008 - 2009
Job SVP Manager of Credit Policy & Reporting Government & Institutional Banking at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2012 - June 2014
Wells Fargo Bank 2009 - January 2012
Wachovia, A Wells Fargo Company 2008 - 2009
Wachovia, A Wells Fargo Company 2003 - 2007
Wachovia, A Wells Fargo Company 1995 - 2002
First Union National Bank 1992 - 1994
First Union National Bank 1988 - 1991
Office of the Comptroller of the Currency 1982 - 1988
Skills
Banking, Risk Management, Commercial Banking, Credit Analysis, Credit Risk, Credit, Financial Risk, Loans, Portfolio Management, Commercial Lending
Education
Graduate School of Banking of the South - LSU 1988 — 1991
Eastern Illinois University 1978 — 1982
BS in Business, Finance & Management
Wells Fargo January 2012 - June 2014
Wells Fargo Bank 2009 - January 2012
Wachovia, A Wells Fargo Company 2008 - 2009
Wachovia, A Wells Fargo Company 2003 - 2007
Wachovia, A Wells Fargo Company 1995 - 2002
First Union National Bank 1992 - 1994
First Union National Bank 1988 - 1991
Office of the Comptroller of the Currency 1982 - 1988
Skills
Banking, Risk Management, Commercial Banking, Credit Analysis, Credit Risk, Credit, Financial Risk, Loans, Portfolio Management, Commercial Lending
Education
Graduate School of Banking of the South - LSU 1988 — 1991
Eastern Illinois University 1978 — 1982
BS in Business, Finance & Management
Jamie Bloom Jamie Bloom's Wachovia, A Wells Fargo Company Experience October 2005 - October 2008
Job Chief Operating Officer at Rhinebeck Bank
Industry Banking
Experience
Rhinebeck Bank March 2015 - Present
Rhinebeck Bank January 2012 - March 2015
Rhinebeck Bank November 2010 - January 2012
Key Bank November 2008 - October 2010
Wachovia, A Wells Fargo Company October 2005 - October 2008
Citibank 2002 - 2005
Rhinebeck Bank May 1994 - September 2001
Skills
Team Building, Sales Management, Strategic Planning, Leadership, Public Speaking, Customer Engagement, Commercial Lending, Business Development, Retail Banking, Banking, Commercial Banking, Small Business Lending, Credit Analysis, Loans, Cross Selling, Mortgage Lending, Portfolio Management, Credit, Lines Of Credit, Strategy, Consumer Lending, Treasury Management, Risk Management, Commercial Mortgages, Investments, Loan Origination, Sales, Financial Services, Mergers & Acquisitions, Credit Risk, Relationship Management, Mortgage Banking, Underwriting, Financial Analysis, Branch Management, Cash Management, SBA, Financial Risk, Wealth Management, Deposits, Asset Based Lending, Executive Management, Refinance, Branch Banking, Finance, Treasury Services, Payments, Banking Relationships, Small Business, Private Banking
Education
Fairfield University 1996 — 1999
Graduate, National School of Banking
Marist College 1984 — 1988
BS, Finance
Rhinebeck Bank March 2015 - Present
Rhinebeck Bank January 2012 - March 2015
Rhinebeck Bank November 2010 - January 2012
Key Bank November 2008 - October 2010
Wachovia, A Wells Fargo Company October 2005 - October 2008
Citibank 2002 - 2005
Rhinebeck Bank May 1994 - September 2001
Skills
Team Building, Sales Management, Strategic Planning, Leadership, Public Speaking, Customer Engagement, Commercial Lending, Business Development, Retail Banking, Banking, Commercial Banking, Small Business Lending, Credit Analysis, Loans, Cross Selling, Mortgage Lending, Portfolio Management, Credit, Lines Of Credit, Strategy, Consumer Lending, Treasury Management, Risk Management, Commercial Mortgages, Investments, Loan Origination, Sales, Financial Services, Mergers & Acquisitions, Credit Risk, Relationship Management, Mortgage Banking, Underwriting, Financial Analysis, Branch Management, Cash Management, SBA, Financial Risk, Wealth Management, Deposits, Asset Based Lending, Executive Management, Refinance, Branch Banking, Finance, Treasury Services, Payments, Banking Relationships, Small Business, Private Banking
Education
Fairfield University 1996 — 1999
Graduate, National School of Banking
Marist College 1984 — 1988
BS, Finance
Doug Gurth Doug Gurth's Wachovia, A Wells Fargo Company Experience October 2007 - December 2010
Job Regional Account Executive at TransFirst
Industry Financial Services
Experience
TransFirst June 2013 - Present
James Madison University August 2012 - March 2013
Boys and Girls Club Harrisonburg Rockingham County 2007 - 2011
Wachovia, A Wells Fargo Company October 2007 - December 2010
Wachovia Securities 2006 - 2007
Wachovia Bank June 2004 - June 2006
New York Life Insurance Company June 2001 - January 2004
Skills
Credit, Banking, Loans, Investments, Series 63, Small Business Lending, Retirement Planning, Financial Analysis, Real Estate, Finance, Commercial Banking, Mortgage Lending, New Business Development, Insurance, Management, Consumer Lending, Portfolio Management, Business Strategy, Small Business, Analysis, Relationship Management, Coaching, Program Management, Mergers, Risk Management, Life Insurance, Strategic Planning, Customer Service, Negotiation, Mutual Funds, Leadership, Leadership Development, Financial Services, Marketing, Asset Managment, Commercial Lending, Retirement, Budgets, Sales, Business Development, Business Planning, Training, Asset Management
Education
Excelsior College 2000 — 2001
B.S., Linguistic Studies
Liberty University 2010 — 2012
Masters, Business Administration
TransFirst June 2013 - Present
James Madison University August 2012 - March 2013
Boys and Girls Club Harrisonburg Rockingham County 2007 - 2011
Wachovia, A Wells Fargo Company October 2007 - December 2010
Wachovia Securities 2006 - 2007
Wachovia Bank June 2004 - June 2006
New York Life Insurance Company June 2001 - January 2004
Skills
Credit, Banking, Loans, Investments, Series 63, Small Business Lending, Retirement Planning, Financial Analysis, Real Estate, Finance, Commercial Banking, Mortgage Lending, New Business Development, Insurance, Management, Consumer Lending, Portfolio Management, Business Strategy, Small Business, Analysis, Relationship Management, Coaching, Program Management, Mergers, Risk Management, Life Insurance, Strategic Planning, Customer Service, Negotiation, Mutual Funds, Leadership, Leadership Development, Financial Services, Marketing, Asset Managment, Commercial Lending, Retirement, Budgets, Sales, Business Development, Business Planning, Training, Asset Management
Education
Excelsior College 2000 — 2001
B.S., Linguistic Studies
Liberty University 2010 — 2012
Masters, Business Administration
Toni Higgs's Wachovia, A Wells Fargo Company Experience June 2005 - December 2007
Job Director of Career Development Center at Jacksonville University
Industry Higher Education
Experience
Jacksonville University January 2015 - Present
Wells Fargo December 2012 - December 2014
CertusBank February 2008 - December 2012
Wachovia, A Wells Fargo Company June 2005 - December 2007
Wachovia, A Wells Fargo Company March 2000 - May 2005
Skills
Loans, Commercial Banking, Mortgage Lending, Commercial Lending, Small Business Lending, Credit
Education
University of North Florida 1998 — 2001
BA, Psychology
Eastern New Mexico University 1972 — 1973
Jacksonville University January 2015 - Present
Wells Fargo December 2012 - December 2014
CertusBank February 2008 - December 2012
Wachovia, A Wells Fargo Company June 2005 - December 2007
Wachovia, A Wells Fargo Company March 2000 - May 2005
Skills
Loans, Commercial Banking, Mortgage Lending, Commercial Lending, Small Business Lending, Credit
Education
University of North Florida 1998 — 2001
BA, Psychology
Eastern New Mexico University 1972 — 1973
michele basilici michele basilici's Wachovia, A Wells Fargo Company Experience July 2006 - October 2009
Job Vice President and Senior Portfolio Manager at Wachovia, A Wells Fargo Company
Industry Investment Management
Experience
Wachovia, A Wells Fargo Company July 2006 - October 2009
Beacon Trust Company, Madison, NJ 2003 - 2006
Fleet Bank 1994 - 2002
The Bank of New York November 1987 - March 1994
Rockefeller & Co., Inc. November 1985 - November 1987
Morgan Stanley Smith Barney February 1981 - December 1986
Ivan F Boesky & Co November 1978 - January 1981
Skills
Investment Advisory, Business Relationship..., Compliance, New Business Development, Qualitative Research, Wealth Management, Institutional Investors, Trust Management
Education
Fairleigh Dickinson University 1990 — 1995
MBA, Finance
Fairleigh Dickinson University
Certified Financial Planner
Rutgers University's Douglass College
BA, Political Science
Wachovia, A Wells Fargo Company July 2006 - October 2009
Beacon Trust Company, Madison, NJ 2003 - 2006
Fleet Bank 1994 - 2002
The Bank of New York November 1987 - March 1994
Rockefeller & Co., Inc. November 1985 - November 1987
Morgan Stanley Smith Barney February 1981 - December 1986
Ivan F Boesky & Co November 1978 - January 1981
Skills
Investment Advisory, Business Relationship..., Compliance, New Business Development, Qualitative Research, Wealth Management, Institutional Investors, Trust Management
Education
Fairleigh Dickinson University 1990 — 1995
MBA, Finance
Fairleigh Dickinson University
Certified Financial Planner
Rutgers University's Douglass College
BA, Political Science
Zuni Johnson Zuni Johnson's Wachovia, A Wells Fargo Company Experience June 2004 - November 2009
Job Technology Relationship Manager/Learning and Development Senior Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2015 - Present
Twirl to the World Foundation December 2009 - Present
Just Twirl Events 2009 - Present
Wells Fargo October 2014 - September 2015
Wells Fargo November 2009 - October 2014
Wachovia, A Wells Fargo Company June 2004 - November 2009
Wachovia Bank April 2003 - June 2004
Charlotte Mecklenburg Schools July 2001 - August 2003
Skills
SCORM, ADDIE, Training, Adult Education, Instructional Technology, Needs Analysis, Instructional Design, Lectora, Captivate, Learning Strategy, Curriculum Design, Instructional Systems..., Leadership Development, Learning Management, Blended Learning, Workshop Facilitation, Performance Consulting, Instructor-led Training, E-Learning, Organizational..., Management, Process Improvement, Leadership, Team Building, Coaching, Customer Service
Education
University of North Carolina at Charlotte 2001 — 2003
MEd, Instructional Systems Technology, Adult Learning
Elon University 1992 — 1996
BA, Elementary Education
Wells Fargo October 2015 - Present
Twirl to the World Foundation December 2009 - Present
Just Twirl Events 2009 - Present
Wells Fargo October 2014 - September 2015
Wells Fargo November 2009 - October 2014
Wachovia, A Wells Fargo Company June 2004 - November 2009
Wachovia Bank April 2003 - June 2004
Charlotte Mecklenburg Schools July 2001 - August 2003
Skills
SCORM, ADDIE, Training, Adult Education, Instructional Technology, Needs Analysis, Instructional Design, Lectora, Captivate, Learning Strategy, Curriculum Design, Instructional Systems..., Leadership Development, Learning Management, Blended Learning, Workshop Facilitation, Performance Consulting, Instructor-led Training, E-Learning, Organizational..., Management, Process Improvement, Leadership, Team Building, Coaching, Customer Service
Education
University of North Carolina at Charlotte 2001 — 2003
MEd, Instructional Systems Technology, Adult Learning
Elon University 1992 — 1996
BA, Elementary Education
Kelly Hartgrove Rogerson Kelly Hartgrove Rogerson's Wachovia, A Wells Fargo Company Experience January 2010 - Present
Job Project Management at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company January 2010 - Present
Wachovia October 1995 - May 2010
Education
East Carolina University - College of Business 1991 — 1993
Fuquay-Varina High School
Wachovia, A Wells Fargo Company January 2010 - Present
Wachovia October 1995 - May 2010
Education
East Carolina University - College of Business 1991 — 1993
Fuquay-Varina High School
Thomas Walters Thomas Walters's Wachovia, A Wells Fargo Company Experience June 1991 - February 1993
Job Allstate Agency Owner
Industry Insurance
Experience
Allstate-Walters Insurance Agency, Inc. December 1993 - Present
Walters Insurance Agency, Inc. December 1993 - Present
YMCA of the Triangle 1998 - 2012
RBC February 1993 - December 1993
Wachovia, A Wells Fargo Company June 1991 - February 1993
Skills
Insurance, Property & Casualty..., Term Life Insurance, Life Insurance, Fixed Annuities, Commercial Insurance, Disability Insurance, Umbrella Insurance, Homeowners, Long-term Care, Health Insurance, Casualty, Motorcycle, Strategic Planning, Renters, Small Business, Marketing, Employee Benefits, Sales, Risk Management, Customer Retention, Financial Services, General Insurance, Investments, Strategic Financial...
Education
East Carolina University - College of Business 1986 — 1990
BSBA, Marketing
Allstate-Walters Insurance Agency, Inc. December 1993 - Present
Walters Insurance Agency, Inc. December 1993 - Present
YMCA of the Triangle 1998 - 2012
RBC February 1993 - December 1993
Wachovia, A Wells Fargo Company June 1991 - February 1993
Skills
Insurance, Property & Casualty..., Term Life Insurance, Life Insurance, Fixed Annuities, Commercial Insurance, Disability Insurance, Umbrella Insurance, Homeowners, Long-term Care, Health Insurance, Casualty, Motorcycle, Strategic Planning, Renters, Small Business, Marketing, Employee Benefits, Sales, Risk Management, Customer Retention, Financial Services, General Insurance, Investments, Strategic Financial...
Education
East Carolina University - College of Business 1986 — 1990
BSBA, Marketing
Dale Rivers PhD Dale Rivers PhD's Wachovia, A Wells Fargo Company Experience August 2004 - December 2005
Job Process Architect for the City of Charlotte
Industry Government Administration
Experience
City of Charlotte April 2011 - Present
Cardinal Solutions February 2008 - December 2008
TIAA-CREF January 2006 - July 2007
Wachovia, A Wells Fargo Company August 2004 - December 2005
Bank of America August 2003 - August 2004
Blue Cross Blue Shield July 2002 - July 2003
eplaced.com 1999 - 2002
Skills
Business Process..., Strategy, Business Process, Process Improvement, SDLC, Management, Risk Management, Project Management, Six Sigma, PMO, Training, Strategic Planning, Budgets, Process Engineering, Banking, Product Development, Negotiation, New Business Development, Call Centers, Internal Audit
Education
Georgia Institute of Technology 1971 — 1974
Ph.D., Biomedical Engineering
Emory University School of Medicine 1971 — 1973
Ph.D., Biomedical Engineering
Georgia Institute of Technology 1966 — 1971
MS, Aerospace Engineering
Georgia Institute of Technology 1961 — 1965
Bachelor, Industrial Engineering
City of Charlotte April 2011 - Present
Cardinal Solutions February 2008 - December 2008
TIAA-CREF January 2006 - July 2007
Wachovia, A Wells Fargo Company August 2004 - December 2005
Bank of America August 2003 - August 2004
Blue Cross Blue Shield July 2002 - July 2003
eplaced.com 1999 - 2002
Skills
Business Process..., Strategy, Business Process, Process Improvement, SDLC, Management, Risk Management, Project Management, Six Sigma, PMO, Training, Strategic Planning, Budgets, Process Engineering, Banking, Product Development, Negotiation, New Business Development, Call Centers, Internal Audit
Education
Georgia Institute of Technology 1971 — 1974
Ph.D., Biomedical Engineering
Emory University School of Medicine 1971 — 1973
Ph.D., Biomedical Engineering
Georgia Institute of Technology 1966 — 1971
MS, Aerospace Engineering
Georgia Institute of Technology 1961 — 1965
Bachelor, Industrial Engineering
Angela Barber-Parker Angela Barber-Parker's Wachovia, A Wells Fargo Company Experience February 2006 - September 2007
Job IT Business Analyst at Bank of America
Industry Information Technology and Services
Experience
B Smooth June 2014 - Present
Bank of America November 2013 - March 2014
Wells Fargo May 2013 - August 2013
Wells Fargo July 2012 - September 2012
Wells Fargo Bank September 2007 - August 2012
Wachovia, A Wells Fargo Company February 2006 - September 2007
Swiss Re January 2005 - April 2005
Morgan Stanley February 2004 - January 2005
Skills
Project Management, PMO, Requirements Gathering, Integration, SDLC, Visio, SharePoint, Access, Business Process, Customer Service, Software Documentation, Business Analysis, Quality Assurance, Process Improvement
Education
Long Island University, Brooklyn Campus 1977 — 1979
Fashion Institute of Technology 1976 — 1977
B Smooth June 2014 - Present
Bank of America November 2013 - March 2014
Wells Fargo May 2013 - August 2013
Wells Fargo July 2012 - September 2012
Wells Fargo Bank September 2007 - August 2012
Wachovia, A Wells Fargo Company February 2006 - September 2007
Swiss Re January 2005 - April 2005
Morgan Stanley February 2004 - January 2005
Skills
Project Management, PMO, Requirements Gathering, Integration, SDLC, Visio, SharePoint, Access, Business Process, Customer Service, Software Documentation, Business Analysis, Quality Assurance, Process Improvement
Education
Long Island University, Brooklyn Campus 1977 — 1979
Fashion Institute of Technology 1976 — 1977
Ed Eiland Ed Eiland's Wachovia, A Wells Fargo Company Experience March 1997 - March 1998
Job Partner at Stonington Capital Advisors
Industry Investment Banking
Experience
Stonington Capital Advisors January 2013 - Present
Aqualane Securities April 2010 - January 2013
HIG Capital January 2007 - April 2010
Internet Security Systems November 2002 - November 2006
Fountainhead Ventures / Financial Advisor March 1999 - October 2002
T. Stephen Johnson & Associates March 1998 - March 1999
Wachovia, A Wells Fargo Company March 1997 - March 1998
Skills
Private Equity, Investor Relations, Institutional Investors, Hedge Funds, Investment Banking, Fundraising, Alternative Investments, Investment Advisory, Series 7, Investments, Securities, Asset Management, Venture Capital, Restructuring, IPO, Institutional..., Portfolio Management, Mutual Funds, Due Diligence, Corporate Finance, Financial Services, Finance, Emerging Markets, Capital, Structured Finance, Funding, Investment Management, Capital Markets, Financial Modeling, Financial Structuring, Corporate Development, Equities, LBO, Strategy, Valuation, Equity Research
Education
Georgia State University - J. Mack Robinson College of Business 1996 — 1998
MBA
Emory University 1990 — 1994
BS, Chemistry
Stonington Capital Advisors January 2013 - Present
Aqualane Securities April 2010 - January 2013
HIG Capital January 2007 - April 2010
Internet Security Systems November 2002 - November 2006
Fountainhead Ventures / Financial Advisor March 1999 - October 2002
T. Stephen Johnson & Associates March 1998 - March 1999
Wachovia, A Wells Fargo Company March 1997 - March 1998
Skills
Private Equity, Investor Relations, Institutional Investors, Hedge Funds, Investment Banking, Fundraising, Alternative Investments, Investment Advisory, Series 7, Investments, Securities, Asset Management, Venture Capital, Restructuring, IPO, Institutional..., Portfolio Management, Mutual Funds, Due Diligence, Corporate Finance, Financial Services, Finance, Emerging Markets, Capital, Structured Finance, Funding, Investment Management, Capital Markets, Financial Modeling, Financial Structuring, Corporate Development, Equities, LBO, Strategy, Valuation, Equity Research
Education
Georgia State University - J. Mack Robinson College of Business 1996 — 1998
MBA
Emory University 1990 — 1994
BS, Chemistry
Dean Beabout Dean Beabout's Wachovia, A Wells Fargo Company Experience 1989 - 2001
Job Business & Treasury Services AVP/Treasury Services Senior Business Analyst in Product Development
Industry Banking
Experience
First Citizens Bank July 2006 - Present
Triangle Basketball Officials Association September 1990 - Present
First Citizens Bank November 2001 - June 2006
Wachovia, A Wells Fargo Company 1989 - 2001
Skills
Banking, Deposits, Credit, Business Analysis, Retail Banking, Loans, Relationship Management, Payments, Core Banking, Electronic Payments, Cash Management, ACH, Treasury Services, Internet Banking, Consumer Lending, Financial Services, Commercial Banking, Account Reconciliation, Management, Back Office, Payment Systems, Treasury, Payroll, Business Requirements, Vendor Management
Education
East Carolina University - College of Business 1985 — 1989
BA, Management Information Systems
First Citizens Bank July 2006 - Present
Triangle Basketball Officials Association September 1990 - Present
First Citizens Bank November 2001 - June 2006
Wachovia, A Wells Fargo Company 1989 - 2001
Skills
Banking, Deposits, Credit, Business Analysis, Retail Banking, Loans, Relationship Management, Payments, Core Banking, Electronic Payments, Cash Management, ACH, Treasury Services, Internet Banking, Consumer Lending, Financial Services, Commercial Banking, Account Reconciliation, Management, Back Office, Payment Systems, Treasury, Payroll, Business Requirements, Vendor Management
Education
East Carolina University - College of Business 1985 — 1989
BA, Management Information Systems
Aaron Pendergast Aaron Pendergast's Wachovia, A Wells Fargo Company Experience May 1999 - July 2000
Job Senior Programmer/Analyst EPIC Certified Builder at Wake Forest Baptist Health
Industry Information Technology and Services
Experience
Wake Forest Baptist Health November 2012 - Present
Wake Forest Baptist Health July 2011 - Present
Endosoft 2004 - July 2011
Wake Forest Baptist Health May 2003 - August 2004
Noregon Systems July 2000 - May 2003
Wachovia, A Wells Fargo Company May 1999 - July 2000
US Navy June 1996 - May 1999
Skills
Cardiology, Strategic Planning, Operating Systems, EMR, Healthcare Information..., Healthcare, Troubleshooting, EHR, Team Leadership, Neurology, C#, Integration, Business Analysis, HIPAA, SQL, Disaster Recovery, Software Project..., Analysis, Software Documentation, XML, MS Project, Software Development, Requirements Gathering, Microsoft SQL Server, Process Improvement, Software Implementation, Epic Systems, Technical Support, SDLC, Network Administration, Customer Service, Requirements Analysis, Product Management, SharePoint, Databases, Project Management, Visio, Program Management, Active Directory, HL7
Education
Excelsior College 2009 — 2012
BS, Information Technology
University of Maryland University College 1996 — 1999
AS, Computer Studies
Western Carolina University
Wake Forest Baptist Health November 2012 - Present
Wake Forest Baptist Health July 2011 - Present
Endosoft 2004 - July 2011
Wake Forest Baptist Health May 2003 - August 2004
Noregon Systems July 2000 - May 2003
Wachovia, A Wells Fargo Company May 1999 - July 2000
US Navy June 1996 - May 1999
Skills
Cardiology, Strategic Planning, Operating Systems, EMR, Healthcare Information..., Healthcare, Troubleshooting, EHR, Team Leadership, Neurology, C#, Integration, Business Analysis, HIPAA, SQL, Disaster Recovery, Software Project..., Analysis, Software Documentation, XML, MS Project, Software Development, Requirements Gathering, Microsoft SQL Server, Process Improvement, Software Implementation, Epic Systems, Technical Support, SDLC, Network Administration, Customer Service, Requirements Analysis, Product Management, SharePoint, Databases, Project Management, Visio, Program Management, Active Directory, HL7
Education
Excelsior College 2009 — 2012
BS, Information Technology
University of Maryland University College 1996 — 1999
AS, Computer Studies
Western Carolina University
LT MCKNIGHT LT MCKNIGHT's Wachovia, A Wells Fargo Company Experience September 2010 - September 2011
Job Field Engineer at Cone Health
Industry Hospital & Health Care
Experience
Cone Health March 2012 - Present
Wachovia, A Wells Fargo Company September 2010 - September 2011
Solstas Lab Partners August 2008 - September 2010
Clearwire June 2007 - August 2008
Time Warner Cable October 2001 - August 2006
United States Marine Corps October 1995 - October 1999
Education
ECPI University
Bachelor of Science in Computer and Information Science with a major in Network Security
ECPI University
Associate's Degree, Associate of Applied Science in Electronics Engineering Technology with a major in Computer Techno
ECPI University
Associate's Degree, Associate of Applied Science in Computer Electronics Technology
ECPI University
Diploma in Computer Technology and Networking
ECPI University
Diploma in Computer Technology and Telecommunications
Cone Health March 2012 - Present
Wachovia, A Wells Fargo Company September 2010 - September 2011
Solstas Lab Partners August 2008 - September 2010
Clearwire June 2007 - August 2008
Time Warner Cable October 2001 - August 2006
United States Marine Corps October 1995 - October 1999
Education
ECPI University
Bachelor of Science in Computer and Information Science with a major in Network Security
ECPI University
Associate's Degree, Associate of Applied Science in Electronics Engineering Technology with a major in Computer Techno
ECPI University
Associate's Degree, Associate of Applied Science in Computer Electronics Technology
ECPI University
Diploma in Computer Technology and Networking
ECPI University
Diploma in Computer Technology and Telecommunications
Yibing Tan Yibing Tan's Wachovia, A Wells Fargo Company Experience May 2005 - May 2008
Job Business Analyst at Appsential
Industry Information Technology and Services
Experience
Appsential July 2012 - Present
Covance February 2012 - May 2012
Accenture February 2010 - March 2012
The Brookings Institution October 2009 - February 2010
The Brookings Institution April 2008 - October 2009
Wachovia, A Wells Fargo Company May 2005 - May 2008
Elizabethtown College May 2004 - May 2005
Skills
HTML, Data Migration, Project Management, Program Management, Business Analysis, Software Development..., Requirements Gathering, System Testing, Functional Design, User Interface Design, Oracle E-Business Suite, Oracle BI EE, Oracle BIEE, PeopleSoft Financial, Oracle R12 Financials, prism, Full SDLC, Public Trust, Functional Requirements, Functional Analysis, Functional Testing, Functional..., Microsoft Office 2007, Microsoft Office, Team Track, BMC Remedy, WebCenter, CompuSearch PRISM 6.5, PRISM 7.1, ETL, Testing, OBIEE, PeopleSoft, SDLC, Business Intelligence, Management, Analysis
Education
Elizabethtown College 2001 — 2005
BS, International Business and Information Technology
University of Gloucestershire 2004 — 2004
Appsential July 2012 - Present
Covance February 2012 - May 2012
Accenture February 2010 - March 2012
The Brookings Institution October 2009 - February 2010
The Brookings Institution April 2008 - October 2009
Wachovia, A Wells Fargo Company May 2005 - May 2008
Elizabethtown College May 2004 - May 2005
Skills
HTML, Data Migration, Project Management, Program Management, Business Analysis, Software Development..., Requirements Gathering, System Testing, Functional Design, User Interface Design, Oracle E-Business Suite, Oracle BI EE, Oracle BIEE, PeopleSoft Financial, Oracle R12 Financials, prism, Full SDLC, Public Trust, Functional Requirements, Functional Analysis, Functional Testing, Functional..., Microsoft Office 2007, Microsoft Office, Team Track, BMC Remedy, WebCenter, CompuSearch PRISM 6.5, PRISM 7.1, ETL, Testing, OBIEE, PeopleSoft, SDLC, Business Intelligence, Management, Analysis
Education
Elizabethtown College 2001 — 2005
BS, International Business and Information Technology
University of Gloucestershire 2004 — 2004
Doug Barber Doug Barber's Wachovia, A Wells Fargo Company Experience 2007 - 2008
Job Mortgage Loan Officer at Bank of America
Industry Banking
Experience
Bank of America June 2012 - Present
Bank of America March 2011 - June 2012
Watson Realty Corp. September 2010 - March 2011
Wachovia, A Wells Fargo Company 2007 - 2008
MortgageIT / Deutsche Bank 2005 - 2008
Chase Home Finance 2003 - 2004
SouthTrust Bank 2001 - 2003
Bank of America 1994 - 2003
Skills
Negotiation, Mortgage Lending, FHA, Loans, Investors, First Time Home Buyers, Investment Properties, Mortgage Banking, Real Estate, Loan Origination, REO, Foreclosures, Credit, Loss Mitigation, Short Sales, USDA, Residential Homes, Condos, Referrals, Underwriting
Education
Elon University 1968 — 1972
BA, Business Administration
Bank of America June 2012 - Present
Bank of America March 2011 - June 2012
Watson Realty Corp. September 2010 - March 2011
Wachovia, A Wells Fargo Company 2007 - 2008
MortgageIT / Deutsche Bank 2005 - 2008
Chase Home Finance 2003 - 2004
SouthTrust Bank 2001 - 2003
Bank of America 1994 - 2003
Skills
Negotiation, Mortgage Lending, FHA, Loans, Investors, First Time Home Buyers, Investment Properties, Mortgage Banking, Real Estate, Loan Origination, REO, Foreclosures, Credit, Loss Mitigation, Short Sales, USDA, Residential Homes, Condos, Referrals, Underwriting
Education
Elon University 1968 — 1972
BA, Business Administration
Charlene Ballard Charlene Ballard's Wachovia, A Wells Fargo Company Experience April 2009 - June 2010
Job Administrative Assistant to the Director of Marketing for MidAtlantic at Wells Fargo
Industry Events Services
Experience
Wells Fargo Bank June 2010 - Present
Wachovia, A Wells Fargo Company April 2009 - June 2010
American Friends of The Hebrew University March 2009 - April 2009
Dave Edwards Events 2009 - 2009
John McCain 2008 2008 - 2008
McCain-Palin 2008 2008 - 2008
McCain-Palin 2008 2008 - 2008
Skills
Project Planning, Event Planning, Management, Marketing, Fundraising, Event Management, Outlook, Microsoft Office, Leadership
Education
Elon University 2004 — 2008
BS, Business Administration, Marketing
Wells Fargo Bank June 2010 - Present
Wachovia, A Wells Fargo Company April 2009 - June 2010
American Friends of The Hebrew University March 2009 - April 2009
Dave Edwards Events 2009 - 2009
John McCain 2008 2008 - 2008
McCain-Palin 2008 2008 - 2008
McCain-Palin 2008 2008 - 2008
Skills
Project Planning, Event Planning, Management, Marketing, Fundraising, Event Management, Outlook, Microsoft Office, Leadership
Education
Elon University 2004 — 2008
BS, Business Administration, Marketing
Jared Small's Wachovia, A Wells Fargo Company Experience 2010 - 2011
Job Finance Professional
Industry Banking
Experience
LPL Financial July 2015 - Present
Vanguard November 2014 - June 2015
Jos. A. Bank Clothiers January 2013 - January 2015
TIAA-CREF February 2013 - October 2013
Reaching Goals, LLC February 2012 - February 2013
Wachovia, A Wells Fargo Company 2010 - 2011
Southeast Paging & Communications September 2006 - February 2007
SunCom Wireless February 2005 - August 2006
Skills
Sales Management, Customer Retention, Retail Banking, Retail Sales Experience, Training, Sales Presentation..., Consumer Lending, Customer Service..., Customer Service..., Customer Service, Call Center, Technical Support, Technical Presentations, Team Leadership, Accounts Receivable, Payroll, Call Centers, Leadership, PeopleSoft, Access, Team Building, Financial Analysis, Management, Analysis, Data Analysis, Time Management, Retail, Customer Experience, Strategic Planning, Recruiting, Customer Satisfaction, Banking, Forecasting, Budgets, Process Improvement, Insurance, Outlook, Vendor Management
Education
Fayetteville State University
BS, Business Administration and Management, General
LPL Financial July 2015 - Present
Vanguard November 2014 - June 2015
Jos. A. Bank Clothiers January 2013 - January 2015
TIAA-CREF February 2013 - October 2013
Reaching Goals, LLC February 2012 - February 2013
Wachovia, A Wells Fargo Company 2010 - 2011
Southeast Paging & Communications September 2006 - February 2007
SunCom Wireless February 2005 - August 2006
Skills
Sales Management, Customer Retention, Retail Banking, Retail Sales Experience, Training, Sales Presentation..., Consumer Lending, Customer Service..., Customer Service..., Customer Service, Call Center, Technical Support, Technical Presentations, Team Leadership, Accounts Receivable, Payroll, Call Centers, Leadership, PeopleSoft, Access, Team Building, Financial Analysis, Management, Analysis, Data Analysis, Time Management, Retail, Customer Experience, Strategic Planning, Recruiting, Customer Satisfaction, Banking, Forecasting, Budgets, Process Improvement, Insurance, Outlook, Vendor Management
Education
Fayetteville State University
BS, Business Administration and Management, General
Evan Medway Evan Medway's Wachovia, A Wells Fargo Company Experience 2002 - Present
Job Vice President Senior Business Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2003 - Present
Wachovia, A Wells Fargo Company 2002 - Present
Wells Fargo Bank NA November 2009 - November 2011
Wachovia Bank NA January 2003 - November 2009
Skills
Credit, Loans, Sales, Commercial Banking, Commercial Lending, Small Business Lending, Banking, Credit Analysis, Loan Origination, Retail Banking, Relationship Management, Lines Of Credit, Cross Selling, Series 7, Treasury Management, Credit Risk, Commercial Mortgages, Series 63, Asset Based Lending, Finance, SBA, Branch Management
Education
Fairleigh Dickinson University
bs, economics
Wells Fargo January 2003 - Present
Wachovia, A Wells Fargo Company 2002 - Present
Wells Fargo Bank NA November 2009 - November 2011
Wachovia Bank NA January 2003 - November 2009
Skills
Credit, Loans, Sales, Commercial Banking, Commercial Lending, Small Business Lending, Banking, Credit Analysis, Loan Origination, Retail Banking, Relationship Management, Lines Of Credit, Cross Selling, Series 7, Treasury Management, Credit Risk, Commercial Mortgages, Series 63, Asset Based Lending, Finance, SBA, Branch Management
Education
Fairleigh Dickinson University
bs, economics
Alana Miller's Wachovia, A Wells Fargo Company Experience March 2009 - May 2010
Job Human Resources at InterSystems
Industry Human Resources
Experience
InterSystems September 2014 - Present
Commonwealth Care Alliance September 2013 - August 2014
Cambridge Systematics May 2013 - August 2013
Emerson College September 2012 - August 2013
Park View Federal Credit Union May 2010 - August 2012
Wachovia, A Wells Fargo Company March 2009 - May 2010
Skills
Human Resources, Employee Relations, Benefits Administration, HRIS, Social Media, Internal Communications, Microsoft Excel, Microsoft Office, Editing, Customer Service, Leadership, Recruiting, Interviews, Employee Benefits, Microsoft Word, Communication Management, Training, PowerPoint, Research, Management, Resume Writing, Public Speaking, Copy Editing, Outlook, Social Networking, Exit Interviews, Onboarding, Learning & Development, Credit Unions, Adult Learning Theory, New Hire Orientations, Corporate Communications, Employee Communication, Strategic Planning, Confidentiality, E-Verify, Mac OS X, Windows, Organizational..., Employee Training, HTML, Writing, Blogging, Google Docs, Nonprofits, Social Media Marketing, Facebook, Fundraising, Public Relations, Sales
Education
Emerson College 2012 — 2013
Master of Arts (M.A.), Communication Management, 3.97
Eastern Mennonite University 2005 — 2008
B.A, English; Minor, Communications, 3.83
Lancaster Mennonite School 2001 — 2005
High School
InterSystems September 2014 - Present
Commonwealth Care Alliance September 2013 - August 2014
Cambridge Systematics May 2013 - August 2013
Emerson College September 2012 - August 2013
Park View Federal Credit Union May 2010 - August 2012
Wachovia, A Wells Fargo Company March 2009 - May 2010
Skills
Human Resources, Employee Relations, Benefits Administration, HRIS, Social Media, Internal Communications, Microsoft Excel, Microsoft Office, Editing, Customer Service, Leadership, Recruiting, Interviews, Employee Benefits, Microsoft Word, Communication Management, Training, PowerPoint, Research, Management, Resume Writing, Public Speaking, Copy Editing, Outlook, Social Networking, Exit Interviews, Onboarding, Learning & Development, Credit Unions, Adult Learning Theory, New Hire Orientations, Corporate Communications, Employee Communication, Strategic Planning, Confidentiality, E-Verify, Mac OS X, Windows, Organizational..., Employee Training, HTML, Writing, Blogging, Google Docs, Nonprofits, Social Media Marketing, Facebook, Fundraising, Public Relations, Sales
Education
Emerson College 2012 — 2013
Master of Arts (M.A.), Communication Management, 3.97
Eastern Mennonite University 2005 — 2008
B.A, English; Minor, Communications, 3.83
Lancaster Mennonite School 2001 — 2005
High School
Ben Mills, MBA Ben Mills, MBA's Wachovia, A Wells Fargo Company Experience September 2007 - Present
Job Credit Advisor at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company September 2007 - Present
Wyndham Capital Mortgage September 2005 - September 2007
The Charlotte Observer September 2000 - September 2005
Skills
Credit Analysis, Risk Management, Wealth Management, Mortgage Lending, Portfolio Management, Credit Risk, Commercial Banking, Credit, Small Business Lending, Loans, Banking, Commercial Lending, Loan Origination, Consumer Lending, Relationship Management
Education
Jacksonville State University 2008 — 2010
MBA, Finance
Excelsior College 2004 — 2008
Business, Finance, General
Wachovia, A Wells Fargo Company September 2007 - Present
Wyndham Capital Mortgage September 2005 - September 2007
The Charlotte Observer September 2000 - September 2005
Skills
Credit Analysis, Risk Management, Wealth Management, Mortgage Lending, Portfolio Management, Credit Risk, Commercial Banking, Credit, Small Business Lending, Loans, Banking, Commercial Lending, Loan Origination, Consumer Lending, Relationship Management
Education
Jacksonville State University 2008 — 2010
MBA, Finance
Excelsior College 2004 — 2008
Business, Finance, General
Michael Kornegay, CPA Michael Kornegay, CPA's Wachovia, A Wells Fargo Company Experience July 2006 - August 2009
Job Senior Income Tax Accountant
Industry Accounting
Experience
The Home Depot November 2013 - Present
PwC May 2013 - October 2013
PwC January 2011 - May 2013
Wachovia, A Wells Fargo Company July 2006 - August 2009
Skills
CPA, Accounting, Tax, Corporate Tax, US GAAP, Tax Accounting
Education
East Carolina University - College of Business 2009 — 2010
Master of Science in Accounting, Accounting
University of North Carolina at Wilmington 2002 — 2006
Bachelor of Science, Finance
The Home Depot November 2013 - Present
PwC May 2013 - October 2013
PwC January 2011 - May 2013
Wachovia, A Wells Fargo Company July 2006 - August 2009
Skills
CPA, Accounting, Tax, Corporate Tax, US GAAP, Tax Accounting
Education
East Carolina University - College of Business 2009 — 2010
Master of Science in Accounting, Accounting
University of North Carolina at Wilmington 2002 — 2006
Bachelor of Science, Finance
Donna Lyles, MBA Donna Lyles, MBA's Wachovia, A Wells Fargo Company Experience March 2009 - October 2010
Job Corporate Trust Review Analyst
Industry Financial Services
Experience
U.S. Bank April 2013 - Present
TIAA-CREF April 2012 - April 2013
Consolidated Planning, Inc. August 2011 - January 2012
Wells Fargo October 2010 - April 2011
Wachovia, A Wells Fargo Company March 2009 - October 2010
Smith Moore Leatherwood, LLP May 2008 - February 2009
Wachovia Bank June 2003 - May 2008
Wachovia, A Wells Fargo Company September 1998 - June 2003
WCNC-TV August 1997 - September 1998
WSPA-TV 1992 - 1997
Skills
Life Insurance, Portfolio Management, Brokerage, Estate Planning, Compliance Regulations, Case Managment, Analysis, Management, Insurance, Case Management, Wealth Management, Financial Advisory, Financial Risk, Trusts, NY REG 60, Estate and trust..., Irrevocable Life..., Corporate Trust, Fiduciary Services, Relationship Management, Taxation of Trusts, Estate & Gift Taxation, Financial Services
Education
Strayer University-North Carolina 2013 — 2015
Master of Business Administration (M.B.A.), Taxation
Fisk University
Communications
University of Phoenix
Bachelor of Science, Business Managment
U.S. Bank April 2013 - Present
TIAA-CREF April 2012 - April 2013
Consolidated Planning, Inc. August 2011 - January 2012
Wells Fargo October 2010 - April 2011
Wachovia, A Wells Fargo Company March 2009 - October 2010
Smith Moore Leatherwood, LLP May 2008 - February 2009
Wachovia Bank June 2003 - May 2008
Wachovia, A Wells Fargo Company September 1998 - June 2003
WCNC-TV August 1997 - September 1998
WSPA-TV 1992 - 1997
Skills
Life Insurance, Portfolio Management, Brokerage, Estate Planning, Compliance Regulations, Case Managment, Analysis, Management, Insurance, Case Management, Wealth Management, Financial Advisory, Financial Risk, Trusts, NY REG 60, Estate and trust..., Irrevocable Life..., Corporate Trust, Fiduciary Services, Relationship Management, Taxation of Trusts, Estate & Gift Taxation, Financial Services
Education
Strayer University-North Carolina 2013 — 2015
Master of Business Administration (M.B.A.), Taxation
Fisk University
Communications
University of Phoenix
Bachelor of Science, Business Managment
Cheryl Simmons's Wachovia, A Wells Fargo Company Experience January 1985 - May 2010
Job Payroll Accounting Specialist at Merck
Industry Accounting
Experience
Merck January 2012 - Present
Wachovia, A Wells Fargo Company January 1985 - May 2010
Wachovia Corporation July 1996 - January 2005
First Union Corporation January 1985 - July 1996
Xerox Corp April 1980 - January 1985
Bank of Virginia June 1977 - April 1980
Skills
Compliance, General Ledger, Financial Reporting, Accounting, Payroll, Audit, SOX, Internal Audit, Internal Controls, Payroll Processing, Excel, Process Improvement, Banking, Financial Analysis, Problem Solving, Lotus Notes, PeopleSoft, Cash Flow, Microsoft Office, Auditing, Customer Relations, Word, Spreadsheets, Risk Management, Account Reconciliation, Analysis, Customer Service, Balance, Coaching, Mergers, Visio, Change Management, Managerial Finance, Employee Benefits
Education
Presbyterian Hospital School of Nursing 1997 — 1999
Diploma, Registered Nurse
Hampton University 1974 — 1977
B.S., Accounting
Fisk University 1972 — 1974
Mathematics
Merck January 2012 - Present
Wachovia, A Wells Fargo Company January 1985 - May 2010
Wachovia Corporation July 1996 - January 2005
First Union Corporation January 1985 - July 1996
Xerox Corp April 1980 - January 1985
Bank of Virginia June 1977 - April 1980
Skills
Compliance, General Ledger, Financial Reporting, Accounting, Payroll, Audit, SOX, Internal Audit, Internal Controls, Payroll Processing, Excel, Process Improvement, Banking, Financial Analysis, Problem Solving, Lotus Notes, PeopleSoft, Cash Flow, Microsoft Office, Auditing, Customer Relations, Word, Spreadsheets, Risk Management, Account Reconciliation, Analysis, Customer Service, Balance, Coaching, Mergers, Visio, Change Management, Managerial Finance, Employee Benefits
Education
Presbyterian Hospital School of Nursing 1997 — 1999
Diploma, Registered Nurse
Hampton University 1974 — 1977
B.S., Accounting
Fisk University 1972 — 1974
Mathematics
Rachael Carroll's Wachovia, A Wells Fargo Company Experience 2010 - 2011
Job AVP OF REAL ESTATE LENDING, ACFCU
Industry Financial Services
Experience
Appalachian Community Federal Credit Union October 2012 - Present
Appalachian Community Federal Credit Union April 2011 - October 2012
Wachovia, A Wells Fargo Company 2010 - 2011
Equity Services, Inc. February 2000 - April 2010
Skills
FHA, VA, Mortgage Lending, FHA financing, Mortgage, Real Estate, Credit, Loans, First Time Home Buyers, Investment Properties, Conventional, Refinance, Home, USDA, Mortgage Banking, Banking, Mortgage Industry, Mortgage Planning, Loan Origination, Conforming, REO, VA loans, First Time Buyers, Loan Structuring, Underwriting, Problem Solving, Relocation, Sellers, Condos, Commercial Mortgages, Residential Mortgages, Sales Management, Credit Analysis, Construction Loans, Investors, Certified Mortgage..., Real Estate Transactions, Short Sales, Consumer Lending, Selling, Small Business Lending, Commercial Lending, Foreclosures, Government Loans, HUD, Investments, Lines Of Credit, Loan Servicing, New Home Sales, Real Estate Financing
Education
East Tennessee State University 1993 — 1996
Business Administration/Corporate Finance
Virginia Highlands CC 1991 — 1993
General Business, Business
Appalachian Community Federal Credit Union October 2012 - Present
Appalachian Community Federal Credit Union April 2011 - October 2012
Wachovia, A Wells Fargo Company 2010 - 2011
Equity Services, Inc. February 2000 - April 2010
Skills
FHA, VA, Mortgage Lending, FHA financing, Mortgage, Real Estate, Credit, Loans, First Time Home Buyers, Investment Properties, Conventional, Refinance, Home, USDA, Mortgage Banking, Banking, Mortgage Industry, Mortgage Planning, Loan Origination, Conforming, REO, VA loans, First Time Buyers, Loan Structuring, Underwriting, Problem Solving, Relocation, Sellers, Condos, Commercial Mortgages, Residential Mortgages, Sales Management, Credit Analysis, Construction Loans, Investors, Certified Mortgage..., Real Estate Transactions, Short Sales, Consumer Lending, Selling, Small Business Lending, Commercial Lending, Foreclosures, Government Loans, HUD, Investments, Lines Of Credit, Loan Servicing, New Home Sales, Real Estate Financing
Education
East Tennessee State University 1993 — 1996
Business Administration/Corporate Finance
Virginia Highlands CC 1991 — 1993
General Business, Business
Rob L. Walker, Jr. Rob L. Walker, Jr.'s Wachovia, A Wells Fargo Company Experience September 2009 - June 2011
Job PMO IT Manager
Industry Financial Services
Experience
Bank of America May 2015 - Present
U.S. Army Reserve February 2012 - Present
Deloitte April 2014 - April 2015
TIAA-CREF June 2011 - March 2012
Wachovia, A Wells Fargo Company September 2009 - June 2011
Bank of America January 2008 - September 2009
Army National Guard December 1985 - December 2008
Bank of America April 2005 - December 2007
Accenture September 1996 - November 2002
Skills
Forecasting, Vendor Management, Financial Reporting, Managerial Finance, Budgets, Analysis, Strategy, Strategic Planning, Leadership, Corporate Finance, Management, Team Leadership, Project Management, Business Planning, Variance Analysis, Accounting, Finance, Mergers, Six Sigma, Essbase, Process Improvement, Contract Negotiation, Business Process..., Operations Management, Strategic Financial..., Financial Services, Program Management, Team Building, Time Management, Security Clearance, Executive Management, Treasury Management, Financial Modeling, Analytics, Financial Analysis, Training, Internal Audit, Risk Management
Education
Emory University - Goizueta Business School 2006 — 2008
MBA, Finance
North Georgia College and State University 1991 — 1993
BBA, Finance
Briarcliff HS 1980 — 1985
HS Diploma, General
Bank of America May 2015 - Present
U.S. Army Reserve February 2012 - Present
Deloitte April 2014 - April 2015
TIAA-CREF June 2011 - March 2012
Wachovia, A Wells Fargo Company September 2009 - June 2011
Bank of America January 2008 - September 2009
Army National Guard December 1985 - December 2008
Bank of America April 2005 - December 2007
Accenture September 1996 - November 2002
Skills
Forecasting, Vendor Management, Financial Reporting, Managerial Finance, Budgets, Analysis, Strategy, Strategic Planning, Leadership, Corporate Finance, Management, Team Leadership, Project Management, Business Planning, Variance Analysis, Accounting, Finance, Mergers, Six Sigma, Essbase, Process Improvement, Contract Negotiation, Business Process..., Operations Management, Strategic Financial..., Financial Services, Program Management, Team Building, Time Management, Security Clearance, Executive Management, Treasury Management, Financial Modeling, Analytics, Financial Analysis, Training, Internal Audit, Risk Management
Education
Emory University - Goizueta Business School 2006 — 2008
MBA, Finance
North Georgia College and State University 1991 — 1993
BBA, Finance
Briarcliff HS 1980 — 1985
HS Diploma, General
Timara Bolding, PMP® Timara Bolding, PMP®'s Wachovia, A Wells Fargo Company Experience July 2007 - December 2008
Job Vice President Enterprise Critical Vendor Manager at Bank of America
Industry Retail
Experience
Bank of America August 2014 - Present
Bank of America August 2010 - July 2014
Family Dollar January 2009 - August 2010
Wachovia, A Wells Fargo Company July 2007 - December 2008
AmeriCredit October 2003 - May 2007
Skills
Vendor Management, Leadership, Project Management, Change Management, Process Improvement, Integration, Banking, Project Portfolio..., PMO, SDLC, Management, Business Process..., Call Centers, Risk Management, Team Building, Business Analysis
Education
East Carolina University - College of Business
Business Administration
Bank of America August 2014 - Present
Bank of America August 2010 - July 2014
Family Dollar January 2009 - August 2010
Wachovia, A Wells Fargo Company July 2007 - December 2008
AmeriCredit October 2003 - May 2007
Skills
Vendor Management, Leadership, Project Management, Change Management, Process Improvement, Integration, Banking, Project Portfolio..., PMO, SDLC, Management, Business Process..., Call Centers, Risk Management, Team Building, Business Analysis
Education
East Carolina University - College of Business
Business Administration
Zuzana Halbgewachs's Wachovia, A Wells Fargo Company Experience March 2006 - May 2008
Job Senior Financial Analyst at TriZetto Corporation
Industry Information Technology and Services
Experience
TriZetto Corporation June 2015 - Present
Truven Health Analytics August 2009 - Present
Truven Health Analytics October 2008 - August 2009
Wachovia, A Wells Fargo Company March 2006 - May 2008
Skills
Expense Management, Financial Analysis, Financial Reporting, Business Analysis, Forecasting, Financial Accounting, Headcount, Account Reconciliation, Cost Control, Salesforce.com, Process Improvement, Strategic Planning, Analytics, Revenue Forecasting, Competitive Analysis, Cross-functional Team..., Coaching, Business Strategy, CRM, Account Management, Business Development, Sales Process, Solution Selling, Marketing Strategy
Education
Ekonomická univerzita v Bratislave 2000 — 2005
MBA, International Business
TriZetto Corporation June 2015 - Present
Truven Health Analytics August 2009 - Present
Truven Health Analytics October 2008 - August 2009
Wachovia, A Wells Fargo Company March 2006 - May 2008
Skills
Expense Management, Financial Analysis, Financial Reporting, Business Analysis, Forecasting, Financial Accounting, Headcount, Account Reconciliation, Cost Control, Salesforce.com, Process Improvement, Strategic Planning, Analytics, Revenue Forecasting, Competitive Analysis, Cross-functional Team..., Coaching, Business Strategy, CRM, Account Management, Business Development, Sales Process, Solution Selling, Marketing Strategy
Education
Ekonomická univerzita v Bratislave 2000 — 2005
MBA, International Business
Kirsten LuQuire Kirsten LuQuire's Wachovia, A Wells Fargo Company Experience January 2007 - October 2008
Job Senior Consultant at ifb group
Industry Banking
Experience
ifb group November 2012 - Present
Bank of America January 2011 - Present
Bank of America October 2008 - February 2011
Wachovia, A Wells Fargo Company January 2007 - October 2008
Education
Elon University 1996 — 2000
BS, Business Marketing
ifb group November 2012 - Present
Bank of America January 2011 - Present
Bank of America October 2008 - February 2011
Wachovia, A Wells Fargo Company January 2007 - October 2008
Education
Elon University 1996 — 2000
BS, Business Marketing
Debbie Buckland Debbie Buckland's Wachovia, A Wells Fargo Company Experience December 2003 - September 2007
Job Market President at BB&T
Industry Banking
Experience
BB&T April 2014 - Present
SunTrust Bank May 2010 - March 2014
SunTrust Bank September 2007 - May 2010
Wachovia, A Wells Fargo Company December 2003 - September 2007
SunTrust Bank April 2001 - December 2003
Education
Emory and Henry College 1975 — 1979
Bachelor of Arts, Business & Economics/Philosophy
BB&T April 2014 - Present
SunTrust Bank May 2010 - March 2014
SunTrust Bank September 2007 - May 2010
Wachovia, A Wells Fargo Company December 2003 - September 2007
SunTrust Bank April 2001 - December 2003
Education
Emory and Henry College 1975 — 1979
Bachelor of Arts, Business & Economics/Philosophy
Eric Hardin Eric Hardin's Wachovia, A Wells Fargo Company Experience March 2010 - February 2012
Job AVP Liquidity Analytics QA Lead at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo November 2011 - Present
Wachovia, A Wells Fargo Company March 2010 - February 2012
CGI-AMS February 2008 - September 2009
Humana March 2008 - July 2009
WEMT 2009 - 2009
WCYB/WEMT April 2004 - February 2008
Skills
Quality Assurance, Analysis, Testing, Business Analysis, Integration, Banking, Windows, Access, Process Improvement, Problem Solving, Microsoft Office, Requirements Analysis, User Acceptance Testing, Documentation, SQL Server, Quality Center, SQL, Outlook, Scripting, Agile, Business Requirements, Visio, HTML, Test Planning, Technical Writing, Regression, XML, Lotus Notes, Team Leadership, SDLC, Waterfall, MS Project, SharePoint, Software Quality..., Test Cases, System Testing, QTP, Requirements Gathering, Software Project..., Visual Basic, Databases, Business Process, Data Analysis, Regression Testing, Mainframe, ClearQuest, Vendor Management, Scrum, Manual Testing, Systems Analysis
Education
East Tennessee State University 2000 — 2006
Unicoi County high 1996 — 2000
Wells Fargo November 2011 - Present
Wachovia, A Wells Fargo Company March 2010 - February 2012
CGI-AMS February 2008 - September 2009
Humana March 2008 - July 2009
WEMT 2009 - 2009
WCYB/WEMT April 2004 - February 2008
Skills
Quality Assurance, Analysis, Testing, Business Analysis, Integration, Banking, Windows, Access, Process Improvement, Problem Solving, Microsoft Office, Requirements Analysis, User Acceptance Testing, Documentation, SQL Server, Quality Center, SQL, Outlook, Scripting, Agile, Business Requirements, Visio, HTML, Test Planning, Technical Writing, Regression, XML, Lotus Notes, Team Leadership, SDLC, Waterfall, MS Project, SharePoint, Software Quality..., Test Cases, System Testing, QTP, Requirements Gathering, Software Project..., Visual Basic, Databases, Business Process, Data Analysis, Regression Testing, Mainframe, ClearQuest, Vendor Management, Scrum, Manual Testing, Systems Analysis
Education
East Tennessee State University 2000 — 2006
Unicoi County high 1996 — 2000
Frank Neely Frank Neely's Wachovia, A Wells Fargo Company Experience July 1993 - June 2006
Job Insurance Agent at McCall and Associates
Industry Insurance
Experience
McCall Insurance Services September 2014 - Present
Risk Advisory Group, Inc. June 2006 - September 2014
Wachovia, A Wells Fargo Company July 1993 - June 2006
Guilford Mills 1980 - June 1993
Skills
Life Insurance, Strategic Planning, Insurance, Health Insurance, Dental Insurance, Disability Insurance, Employee Benefits, Strategic Financial..., Investments, Risk Management, Leadership, Underwriting, Retirement, Retirement Planning, Team Building, Training, Financial Analysis, Small Business, Marketing, Process Improvement
Education
Elon University 1976 — 1981
BA, Political Science & History
Elon University
Bachelor's degree, Political Science and Government
McCall Insurance Services September 2014 - Present
Risk Advisory Group, Inc. June 2006 - September 2014
Wachovia, A Wells Fargo Company July 1993 - June 2006
Guilford Mills 1980 - June 1993
Skills
Life Insurance, Strategic Planning, Insurance, Health Insurance, Dental Insurance, Disability Insurance, Employee Benefits, Strategic Financial..., Investments, Risk Management, Leadership, Underwriting, Retirement, Retirement Planning, Team Building, Training, Financial Analysis, Small Business, Marketing, Process Improvement
Education
Elon University 1976 — 1981
BA, Political Science & History
Elon University
Bachelor's degree, Political Science and Government
Mary Ellen Hancock Mary Ellen Hancock's Wachovia, A Wells Fargo Company Experience December 2006 - April 2011
Job Vice President, Senior Wealth Planner at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management March 2014 - Present
Lenox Advisors December 2012 - March 2014
Brinton Eaton Wealth Advisors April 2011 - November 2012
Wachovia, A Wells Fargo Company December 2006 - April 2011
Wachovia Securities, LLC September 2001 - December 2006
Wachovia, A Wells Fargo Company October 1998 - September 2001
Skills
Strategic Financial..., Financial Analysis, Series 7, Estate Planning, Financial Services, Mutual Funds, Retirement Planning, Investments, High Net Worth..., Financial Advisory, Insurance, Tax, Wealth Management, Asset Allocation, Microsoft Excel, Income Tax, Investment Advisory, Cash Flow, Wealth, Analysis, Tax Returns, Investment Strategies, Finance, Trust Services, CRM, Wealth Management..., Financial Planners, Investment Management
Education
Fairleigh Dickinson University 2007 — 2013
Masters of Taxation
Fairleigh Dickinson University 2001 — 2003
CFP Certification, Financial Planning
Montclair State University 1987 — 1994
BS, Marketing & Management
PNC Wealth Management March 2014 - Present
Lenox Advisors December 2012 - March 2014
Brinton Eaton Wealth Advisors April 2011 - November 2012
Wachovia, A Wells Fargo Company December 2006 - April 2011
Wachovia Securities, LLC September 2001 - December 2006
Wachovia, A Wells Fargo Company October 1998 - September 2001
Skills
Strategic Financial..., Financial Analysis, Series 7, Estate Planning, Financial Services, Mutual Funds, Retirement Planning, Investments, High Net Worth..., Financial Advisory, Insurance, Tax, Wealth Management, Asset Allocation, Microsoft Excel, Income Tax, Investment Advisory, Cash Flow, Wealth, Analysis, Tax Returns, Investment Strategies, Finance, Trust Services, CRM, Wealth Management..., Financial Planners, Investment Management
Education
Fairleigh Dickinson University 2007 — 2013
Masters of Taxation
Fairleigh Dickinson University 2001 — 2003
CFP Certification, Financial Planning
Montclair State University 1987 — 1994
BS, Marketing & Management
Lewis Hunt Lewis Hunt's Wachovia, A Wells Fargo Company Experience 2008 - 2009
Job Project Manager at TIAACREF
Industry Computer Networking
Experience
TIAA-CREF March 2015 - Present
Veterans of Foreign Wars June 2012 - Present
TIAA-CREF December 2014 - March 2015
TIAA-CREF December 2012 - November 2014
Wells Fargo March 2012 - July 2012
Mastec Wireless March 2011 - May 2012
Cubic October 2010 - March 2011
STG October 2009 - October 2010
Wachovia, A Wells Fargo Company 2008 - 2009
U.S. Navy Reserve September 2005 - December 2008
Skills
SharePoint, SharePoint Designer, System Administration, Blackberry Enterprise..., Blackberry, Active Directory, Windows Server, Microsoft Exchange, Security Clearance, VMware, Citrix, Network Security, Servers, Troubleshooting, Security, Disaster Recovery
Education
ECPI University 2009 — 2011
BS, Business Administration IT Management
Coastline Community College 2006 — 2007
AA, Electronics
TIAA-CREF March 2015 - Present
Veterans of Foreign Wars June 2012 - Present
TIAA-CREF December 2014 - March 2015
TIAA-CREF December 2012 - November 2014
Wells Fargo March 2012 - July 2012
Mastec Wireless March 2011 - May 2012
Cubic October 2010 - March 2011
STG October 2009 - October 2010
Wachovia, A Wells Fargo Company 2008 - 2009
U.S. Navy Reserve September 2005 - December 2008
Skills
SharePoint, SharePoint Designer, System Administration, Blackberry Enterprise..., Blackberry, Active Directory, Windows Server, Microsoft Exchange, Security Clearance, VMware, Citrix, Network Security, Servers, Troubleshooting, Security, Disaster Recovery
Education
ECPI University 2009 — 2011
BS, Business Administration IT Management
Coastline Community College 2006 — 2007
AA, Electronics
Megan H. Benson Megan H. Benson's Wachovia, A Wells Fargo Company Experience March 2008 - August 2009
Job Financial Advisor at Virginia Asset Management
Industry Financial Services
Experience
Virginia Asset Management August 2009 - Present
Wachovia, A Wells Fargo Company March 2008 - August 2009
RBC Royal Bank 2006 - 2007
Wachovia Securities, LLC February 2006 - October 2006
Education
East Carolina University - College of Business
Virginia Asset Management August 2009 - Present
Wachovia, A Wells Fargo Company March 2008 - August 2009
RBC Royal Bank 2006 - 2007
Wachovia Securities, LLC February 2006 - October 2006
Education
East Carolina University - College of Business
Melanie Bimbo Melanie Bimbo's Wachovia, A Wells Fargo Company Experience October 2009 - Present
Job Bankruptcy Remediation Associate, Wells Fargo
Industry Banking
Experience
Wachovia, A Wells Fargo Company October 2009 - Present
Med Assist June 2009 - September 2009
Health Assurance February 2007 - June 2009
Education
Faulkner University 2011 — 2013
BBA, Business Administration
Wachovia, A Wells Fargo Company October 2009 - Present
Med Assist June 2009 - September 2009
Health Assurance February 2007 - June 2009
Education
Faulkner University 2011 — 2013
BBA, Business Administration
Ann Canning's Wachovia, A Wells Fargo Company Experience June 2008 - October 2009
Job SVP, Advertising Management at Bank of America Global Marketing
Industry Marketing and Advertising
Experience
Bank of America October 2009 - Present
Wachovia, A Wells Fargo Company June 2008 - October 2009
Fidelity Investments January 1994 - May 2008
Scudder January 1993 - December 1993
The New England October 1988 - December 1992
Skills
Integrated Marketing, Financial Services, Direct Marketing, Marketing Communications, Marketing Strategy, Direct Mail, Database Marketing, Thought Leadership, Email Marketing, Relationship Management, Series 63, Advertising
Education
Dual Citizenship: US and EU citizen
Emerson College
MA, Professional Writing and Publishing
Emmanuel College
BA, Communications/English Literature
FINRA Series 7, 6, 63 registered
Bank of America October 2009 - Present
Wachovia, A Wells Fargo Company June 2008 - October 2009
Fidelity Investments January 1994 - May 2008
Scudder January 1993 - December 1993
The New England October 1988 - December 1992
Skills
Integrated Marketing, Financial Services, Direct Marketing, Marketing Communications, Marketing Strategy, Direct Mail, Database Marketing, Thought Leadership, Email Marketing, Relationship Management, Series 63, Advertising
Education
Dual Citizenship: US and EU citizen
Emerson College
MA, Professional Writing and Publishing
Emmanuel College
BA, Communications/English Literature
FINRA Series 7, 6, 63 registered
Britta Hebert, PMP's Wachovia, A Wells Fargo Company Experience 2006 - 2009
Job
Industry Banking
Experience
Wells Fargo 2009 - Present
Wachovia, A Wells Fargo Company 2006 - 2009
World Savings 2004 - 2006
Pure Knowledge 2003 - 2004
Minds In Focus, LLC 2002 - 2003
Charles Schwab 2000 - 2001
United States Air Force 1989 - 2000
Skills
PMP, MS Project, Risk Management, SDLC, Vendor Management, Business Analysis, PMO, Project Portfolio..., Enterprise Architecture, Visio, Process Improvement, Governance, IT Management, Requirements Gathering, Security, Requirements Analysis, Business Requirements, Integration, Analysis, Project Management, Quality Assurance, Disaster Recovery, SharePoint, Business Process..., Software Project..., IT Strategy, Business Process, Program Management
Education
Project Management Institute 2002 — 2002
PMP, Project Management Certification
Embry-Riddle Aeronautical University 1995 — 1997
MAS, Aviation / Aeronautical Management
United States Air Force Academy 1985 — 1989
BS, Humanities, Spanish (minor)
Lodi High School
Wells Fargo 2009 - Present
Wachovia, A Wells Fargo Company 2006 - 2009
World Savings 2004 - 2006
Pure Knowledge 2003 - 2004
Minds In Focus, LLC 2002 - 2003
Charles Schwab 2000 - 2001
United States Air Force 1989 - 2000
Skills
PMP, MS Project, Risk Management, SDLC, Vendor Management, Business Analysis, PMO, Project Portfolio..., Enterprise Architecture, Visio, Process Improvement, Governance, IT Management, Requirements Gathering, Security, Requirements Analysis, Business Requirements, Integration, Analysis, Project Management, Quality Assurance, Disaster Recovery, SharePoint, Business Process..., Software Project..., IT Strategy, Business Process, Program Management
Education
Project Management Institute 2002 — 2002
PMP, Project Management Certification
Embry-Riddle Aeronautical University 1995 — 1997
MAS, Aviation / Aeronautical Management
United States Air Force Academy 1985 — 1989
BS, Humanities, Spanish (minor)
Lodi High School
Steve Schilffarth's Wachovia, A Wells Fargo Company Experience April 2002 - December 2008
Job
Industry Financial Services
Experience
Wells Fargo, N.A. - Wells Fargo Corporate Properties Group January 2009 - Present
Academy Charter School Governing Board 2009 - 2012
Wachovia, A Wells Fargo Company April 2002 - December 2008
McLeodUSA March 1999 - April 2002
Tetra Tech / Whalen May 1998 - February 1999
SBA 1995 - 1997
Busald Funk Zevely 1985 - 1988
Skills
Real Estate, Site Selection, Leases, Zoning, Corporate Real Estate, Negotiation, Dispositions, Land Use, Planning, Lease Administration, Property Management, Permitting, Land Acquisition, Purchase, Real Estate Transactions, Land, Due Diligence, Location Intelligence, Project Management, Investment Properties, Portfolio Management, Financial Analysis, Commercial Real Estate, Financial Modeling, Acquisitions, Finance, Asset Management, Real Estate Economics, Brokerage, Investments, Real Estate Development, Leadership, Budgets, Corporate Law, Mortgage Lending, Facilities Management, Contract Negotiation, Disposition, Program Management, Valuation
Education
Northern Kentucky University—Salmon P. Chase College of Law 1987 — 1990
JD, Law
Eastern Kentucky University 1984 — 1987
BS, Police Admin / Political Science, 3.008
Wells Fargo, N.A. - Wells Fargo Corporate Properties Group January 2009 - Present
Academy Charter School Governing Board 2009 - 2012
Wachovia, A Wells Fargo Company April 2002 - December 2008
McLeodUSA March 1999 - April 2002
Tetra Tech / Whalen May 1998 - February 1999
SBA 1995 - 1997
Busald Funk Zevely 1985 - 1988
Skills
Real Estate, Site Selection, Leases, Zoning, Corporate Real Estate, Negotiation, Dispositions, Land Use, Planning, Lease Administration, Property Management, Permitting, Land Acquisition, Purchase, Real Estate Transactions, Land, Due Diligence, Location Intelligence, Project Management, Investment Properties, Portfolio Management, Financial Analysis, Commercial Real Estate, Financial Modeling, Acquisitions, Finance, Asset Management, Real Estate Economics, Brokerage, Investments, Real Estate Development, Leadership, Budgets, Corporate Law, Mortgage Lending, Facilities Management, Contract Negotiation, Disposition, Program Management, Valuation
Education
Northern Kentucky University—Salmon P. Chase College of Law 1987 — 1990
JD, Law
Eastern Kentucky University 1984 — 1987
BS, Police Admin / Political Science, 3.008
Gregory Chernomaz, PMP's Wachovia, A Wells Fargo Company Experience May 2005 - September 2010
Job IT Manager at TotalBen, LLC
Industry Computer Software
Experience
TotalBen, LLC September 2010 - Present
FJA-US July 2013 - April 2015
New York City Department of Housing Preservation and Development (HPD) May 2012 - July 2013
New York City Department of Finance September 2010 - May 2012
Wachovia, A Wells Fargo Company May 2005 - September 2010
Prudential Securities September 1996 - September 2005
Smith Barney September 1995 - August 1996
Skills
Integration, Project Management, Software Development, Leadership, Budgets, SDLC, Business Analysis, Vendor Management, PMP, Requirements Gathering, Program Management, Visio, Risk Management, Software Project..., Resource Management
Education
Touro University 2004 — 2006
MBA, IT Management
Excelsior College 2003 — 2004
BS, Finance
TotalBen, LLC September 2010 - Present
FJA-US July 2013 - April 2015
New York City Department of Housing Preservation and Development (HPD) May 2012 - July 2013
New York City Department of Finance September 2010 - May 2012
Wachovia, A Wells Fargo Company May 2005 - September 2010
Prudential Securities September 1996 - September 2005
Smith Barney September 1995 - August 1996
Skills
Integration, Project Management, Software Development, Leadership, Budgets, SDLC, Business Analysis, Vendor Management, PMP, Requirements Gathering, Program Management, Visio, Risk Management, Software Project..., Resource Management
Education
Touro University 2004 — 2006
MBA, IT Management
Excelsior College 2003 — 2004
BS, Finance
Christopher A. Frey's Wachovia, A Wells Fargo Company Experience July 2001 - October 2008
Job Account Manager at Barone Technology Group
Industry Business Supplies and Equipment
Experience
Barone Technology Group August 2012 - Present
Comcast July 2009 - June 2010
Infinity Home Mortgage Company Inc July 2009 - June 2010
Wachovia, A Wells Fargo Company July 2001 - October 2008
C. A. Frey & Associates January 1995 - December 2001
Education
Embry-Riddle Aeronautical University 1983 — 1987
Bachelor of Science, Aeronautical Studies w/ Business
Lenape High School
Barone Technology Group August 2012 - Present
Comcast July 2009 - June 2010
Infinity Home Mortgage Company Inc July 2009 - June 2010
Wachovia, A Wells Fargo Company July 2001 - October 2008
C. A. Frey & Associates January 1995 - December 2001
Education
Embry-Riddle Aeronautical University 1983 — 1987
Bachelor of Science, Aeronautical Studies w/ Business
Lenape High School
Theresa Tietjen's Wachovia, A Wells Fargo Company Experience 2005 - 2008
Job Risk Control Consultant
Industry Financial Services
Experience
Self-Employed March 2012 - Present
Freddie Mac April 2008 - March 2012
Wachovia February 2005 - April 2008
Wachovia Bank 2005 - 2008
Wachovia, A Wells Fargo Company 2005 - 2008
Meadowbrook Insurance Group December 2002 - February 2005
Comerica January 2000 - December 2002
Bank One May 1985 - January 2000
First Chicago NBD 1985 - 2000
Skills
Enterprise Risk..., Sarbanes-Oxley Act, Internal Audit, Internal Controls, Auditing, Operational Risk..., Risk Management, Financial Risk, IT Audit, CISA, Risk Assessment, Operational Risk, Sarbanes-Oxley, Accounting
Education
Eastern Michigan University 1993 — 1996
MBA, General Business
Western Michigan University 1982 — 1985
Bachelor of Business Administration (BBA), Accounting
Self-Employed March 2012 - Present
Freddie Mac April 2008 - March 2012
Wachovia February 2005 - April 2008
Wachovia Bank 2005 - 2008
Wachovia, A Wells Fargo Company 2005 - 2008
Meadowbrook Insurance Group December 2002 - February 2005
Comerica January 2000 - December 2002
Bank One May 1985 - January 2000
First Chicago NBD 1985 - 2000
Skills
Enterprise Risk..., Sarbanes-Oxley Act, Internal Audit, Internal Controls, Auditing, Operational Risk..., Risk Management, Financial Risk, IT Audit, CISA, Risk Assessment, Operational Risk, Sarbanes-Oxley, Accounting
Education
Eastern Michigan University 1993 — 1996
MBA, General Business
Western Michigan University 1982 — 1985
Bachelor of Business Administration (BBA), Accounting
Sheila Reardon's Wachovia, A Wells Fargo Company Experience 2001 - 2006
Job SVP/ Sr Commercial Lender at Darien Rowayton Bank
Industry Banking
Experience
Darien Rowayton Bank July 2007 - Present
Darien Rowayton Bank 2007 - Present
Darien Rowayton Bank 2007 - Present
Wachovia, A Wells Fargo Company 2001 - 2006
Skills
Commercial Lending, Loans, Banking
Education
Fairfield University
MA, Psychology
University of South Carolina-Columbia
BA, English
Darien Rowayton Bank July 2007 - Present
Darien Rowayton Bank 2007 - Present
Darien Rowayton Bank 2007 - Present
Wachovia, A Wells Fargo Company 2001 - 2006
Skills
Commercial Lending, Loans, Banking
Education
Fairfield University
MA, Psychology
University of South Carolina-Columbia
BA, English
Dale S. Hardaway's Wachovia, A Wells Fargo Company Experience 1992 - 1999
Job Business Banking Representative at SunTrust Bank
Industry Education Management
Experience
SunTrust Bank September 2010 - Present
Southeast Education Serivces October 2008 - August 2010
Wyndham Vacation Ownership May 2007 - February 2008
Metavante Banking Solutions May 2005 - April 2007
Arise Virtual Solutions May 2004 - May 2005
Metavante 2002 - 2004
Hewitt Associates July 1999 - October 2003
Wachovia, A Wells Fargo Company 1992 - 1999
Education
East Carolina University - College of Business 1977 — 1981
SunTrust Bank September 2010 - Present
Southeast Education Serivces October 2008 - August 2010
Wyndham Vacation Ownership May 2007 - February 2008
Metavante Banking Solutions May 2005 - April 2007
Arise Virtual Solutions May 2004 - May 2005
Metavante 2002 - 2004
Hewitt Associates July 1999 - October 2003
Wachovia, A Wells Fargo Company 1992 - 1999
Education
East Carolina University - College of Business 1977 — 1981
Donna Miltenberger's Wachovia, A Wells Fargo Company Experience 1989 - 1997
Job Chief Operating Officer and Chief Compliance Officer at FMA Advisory Inc
Industry Financial Services
Experience
D January 2015 - Present
Sageworth Trust Company September 2011 - March 2012
TEAM Financial Managers November 2010 - September 2011
Fulton Financial Advisors December 2003 - November 2010
Fulton Financial Advisors December 2003 - November 2008
FMA Advisory Inc September 1997 - December 2003
Wachovia, A Wells Fargo Company 1989 - 1997
Skills
Investments, Portfolio Management, Securities, Financial Services, Asset Allocation, Mutual Funds, Banking, Financial Planning, Wealth Management, Retirement Planning, Asset Management
Education
Elizabethtown College
BS, Accounting
D January 2015 - Present
Sageworth Trust Company September 2011 - March 2012
TEAM Financial Managers November 2010 - September 2011
Fulton Financial Advisors December 2003 - November 2010
Fulton Financial Advisors December 2003 - November 2008
FMA Advisory Inc September 1997 - December 2003
Wachovia, A Wells Fargo Company 1989 - 1997
Skills
Investments, Portfolio Management, Securities, Financial Services, Asset Allocation, Mutual Funds, Banking, Financial Planning, Wealth Management, Retirement Planning, Asset Management
Education
Elizabethtown College
BS, Accounting
John Tucci's Wachovia, A Wells Fargo Company Experience September 2009 - March 2010
Job Global Risk / Quantitative Risk – Program Manager at Bank of America
Industry Banking
Experience
Bank of America January 2013 - Present
Bank of America March 2010 - December 2012
Wachovia, A Wells Fargo Company September 2009 - March 2010
Wachovia Bank December 2007 - August 2009
Wachovia Bank August 2005 - December 2007
Wachovia Bank November 2003 - July 2005
Wachovia Bank February 2001 - October 2003
Wachovia Bank May 1995 - January 2001
JP Morgan August 1994 - April 1995
Citicorp Investment Services February 1992 - August 1994
Education
Farmingdale State College 1994 — 1995
Southern Polytechnic State University 1991 — 1991
Virginia Polytechnic Institute and State University 1990 — 1991
Pace University 1989 — 1990
Bank of America January 2013 - Present
Bank of America March 2010 - December 2012
Wachovia, A Wells Fargo Company September 2009 - March 2010
Wachovia Bank December 2007 - August 2009
Wachovia Bank August 2005 - December 2007
Wachovia Bank November 2003 - July 2005
Wachovia Bank February 2001 - October 2003
Wachovia Bank May 1995 - January 2001
JP Morgan August 1994 - April 1995
Citicorp Investment Services February 1992 - August 1994
Education
Farmingdale State College 1994 — 1995
Southern Polytechnic State University 1991 — 1991
Virginia Polytechnic Institute and State University 1990 — 1991
Pace University 1989 — 1990
Ericka Wigfall's Wachovia, A Wells Fargo Company Experience August 2004 - June 2005
Job Doctor of Physical Therapy
Industry Health, Wellness and Fitness
Experience
Wigfall Property Investing April 2015 - Present
Wellstar Kennestone Hospital July 2011 - Present
DeKalb Medical November 2012 - April 2015
Select Physical Therapy September 2010 - December 2010
Mississippi Methodist Rehabiliation Center June 2010 - September 2010
Floyd Medical Center March 2010 - June 2010
Saint Thomas Health Services 2007 - 2008
Voice of Calvary Ministries June 2005 - July 2006
Wachovia, A Wells Fargo Company August 2004 - June 2005
Walgreens December 2003 - April 2004
Skills
Physical Therapy, Inpatient, Orthopedic, Musculoskeletal, Microsoft Office, Cpr Certified, Rehab, Spine, Exercise Prescription, Event Planning, PowerPoint, Acute Rehabilitation, Neurological..., Organization Skills, marketing
Education
Emory University School of Medicine 2008 — 2011
DPT, Physical Therapy
Tuskegee University 1999 — 2003
B.S., Sales and Marketing
Wigfall Property Investing April 2015 - Present
Wellstar Kennestone Hospital July 2011 - Present
DeKalb Medical November 2012 - April 2015
Select Physical Therapy September 2010 - December 2010
Mississippi Methodist Rehabiliation Center June 2010 - September 2010
Floyd Medical Center March 2010 - June 2010
Saint Thomas Health Services 2007 - 2008
Voice of Calvary Ministries June 2005 - July 2006
Wachovia, A Wells Fargo Company August 2004 - June 2005
Walgreens December 2003 - April 2004
Skills
Physical Therapy, Inpatient, Orthopedic, Musculoskeletal, Microsoft Office, Cpr Certified, Rehab, Spine, Exercise Prescription, Event Planning, PowerPoint, Acute Rehabilitation, Neurological..., Organization Skills, marketing
Education
Emory University School of Medicine 2008 — 2011
DPT, Physical Therapy
Tuskegee University 1999 — 2003
B.S., Sales and Marketing
Lolita Burney-Crayton's Wachovia, A Wells Fargo Company Experience December 2009 - March 2013
Job Global Banking Senior Relationship Associate at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2013 - Present
Wachovia, A Wells Fargo Company December 2009 - March 2013
Wachovia December 2005 - January 2010
Bank of America July 1998 - December 2005
Bank of America December 1996 - July 1998
Skills
Credit, Lines Of Credit, Loan Origination, Credit Analysis, Commercial Banking, Investigative Skills, International and..., Reserach & Documentation, Microsoft Word, Microsoft Excel, Microsoft Office, Coaching, Finance, Risk Management
Education
Fayetteville State University 1988 — 1992
B.S., Business Administration/Management
Wells Fargo March 2013 - Present
Wachovia, A Wells Fargo Company December 2009 - March 2013
Wachovia December 2005 - January 2010
Bank of America July 1998 - December 2005
Bank of America December 1996 - July 1998
Skills
Credit, Lines Of Credit, Loan Origination, Credit Analysis, Commercial Banking, Investigative Skills, International and..., Reserach & Documentation, Microsoft Word, Microsoft Excel, Microsoft Office, Coaching, Finance, Risk Management
Education
Fayetteville State University 1988 — 1992
B.S., Business Administration/Management
James Snell's Wachovia, A Wells Fargo Company Experience March 2006 - December 2007
Job Financial Services
Industry Financial Services
Experience
SunTrust Investment Services December 2007 - August 2011
Wachovia, A Wells Fargo Company March 2006 - December 2007
Evolution Financial Technologies March 2003 - March 2006
Heartland Securities February 1999 - February 2003
Education
Elon University - Martha and Spencer Love School of Business 1994 — 1998
Bachelor's Degree, Finance, Management, Marketing
SunTrust Investment Services December 2007 - August 2011
Wachovia, A Wells Fargo Company March 2006 - December 2007
Evolution Financial Technologies March 2003 - March 2006
Heartland Securities February 1999 - February 2003
Education
Elon University - Martha and Spencer Love School of Business 1994 — 1998
Bachelor's Degree, Finance, Management, Marketing
Tremain McAdoo's Wachovia, A Wells Fargo Company Experience April 2006 - March 2007
Job VP First South Bank
Industry Banking
Experience
First South Bank March 2015 - Present
McAdoos Properties LLC January 2013 - Present
Corinthian Colleges February 2012 - Present
Wells Fargo January 2014 - March 2015
Wells Fargo February 2012 - December 2013
University of Phoenix July 2010 - December 2012
Wachovia March 2007 - December 2012
Wachovia, A Wells Fargo Company April 2006 - March 2007
Consumer Education Services, Inc March 2005 - April 2006
Skills
Finance, Credit, Loans, Mortgage Lending, Banking, Credit Analysis, Financial Analysis, Loan Origination, Portfolio Management, Commercial Lending, Consumer Lending, Wealth Management, Investments, Commercial Banking, Strategic Financial..., Small Business Lending, Series 7, Mortgage Banking, Retirement Planning, Retail Banking, Series 63, Series 65, Series 6, Life and Health..., Financial Planning, Financial Advisory, Financial Risk
Education
Strayer University (DC) 2008 — 2010
M.B.A, Finance, 3.7
Fayetteville State University 2002 — 2004
BA, Business Management, 3.125
First South Bank March 2015 - Present
McAdoos Properties LLC January 2013 - Present
Corinthian Colleges February 2012 - Present
Wells Fargo January 2014 - March 2015
Wells Fargo February 2012 - December 2013
University of Phoenix July 2010 - December 2012
Wachovia March 2007 - December 2012
Wachovia, A Wells Fargo Company April 2006 - March 2007
Consumer Education Services, Inc March 2005 - April 2006
Skills
Finance, Credit, Loans, Mortgage Lending, Banking, Credit Analysis, Financial Analysis, Loan Origination, Portfolio Management, Commercial Lending, Consumer Lending, Wealth Management, Investments, Commercial Banking, Strategic Financial..., Small Business Lending, Series 7, Mortgage Banking, Retirement Planning, Retail Banking, Series 63, Series 65, Series 6, Life and Health..., Financial Planning, Financial Advisory, Financial Risk
Education
Strayer University (DC) 2008 — 2010
M.B.A, Finance, 3.7
Fayetteville State University 2002 — 2004
BA, Business Management, 3.125
Ian Calligan's Wachovia, A Wells Fargo Company Experience October 2005 - September 2009
Job Data and Information Professional
Industry Information Technology and Services
Experience
Bank of America September 2013 - Present
Oldcastle July 2012 - September 2013
Delhaize America March 2012 - June 2012
Tuttle Realty Co., Inc. May 2011 - January 2012
Swamp Head Brewery June 2011 - July 2011
Bank of America October 2009 - April 2011
Wachovia, A Wells Fargo Company October 2005 - September 2009
TOURISMUS & CONGRESS GmbH May 2004 - August 2004
Skills
Change Management, Financial Analysis, Access, Business Requirements, Business Analysis, Business Intelligence, SharePoint, PowerPoint, Visio, Financial Reporting, Microsoft Excel, SQL, Financial Modeling, Bloomberg, Business Development, SDLC, Microsoft Word, Big Data, Essbase, User Acceptance Testing, P2P, Financial Control, OLAP, Ad Hoc Reporting, Informatics, Business Analytics, FrontPage, SOX, DMAIC, ERP, SPC, SEO, Regulatory Reporting, Financial Planning, Small Business..., Reporting & Analysis, Data Quality, Compliance, Adobe Acrobat, Enterprise Architecture, Spotfire, Tableau, Toad, Netezza, End-to-end Testing, Oracle Applications, Oracle Database, MySQL, Liquidity Risk, Data Stewardship
Education
University of North Carolina at Chapel Hill 2002 — 2005
BA
Emory University 2001 — 2002
Bank of America September 2013 - Present
Oldcastle July 2012 - September 2013
Delhaize America March 2012 - June 2012
Tuttle Realty Co., Inc. May 2011 - January 2012
Swamp Head Brewery June 2011 - July 2011
Bank of America October 2009 - April 2011
Wachovia, A Wells Fargo Company October 2005 - September 2009
TOURISMUS & CONGRESS GmbH May 2004 - August 2004
Skills
Change Management, Financial Analysis, Access, Business Requirements, Business Analysis, Business Intelligence, SharePoint, PowerPoint, Visio, Financial Reporting, Microsoft Excel, SQL, Financial Modeling, Bloomberg, Business Development, SDLC, Microsoft Word, Big Data, Essbase, User Acceptance Testing, P2P, Financial Control, OLAP, Ad Hoc Reporting, Informatics, Business Analytics, FrontPage, SOX, DMAIC, ERP, SPC, SEO, Regulatory Reporting, Financial Planning, Small Business..., Reporting & Analysis, Data Quality, Compliance, Adobe Acrobat, Enterprise Architecture, Spotfire, Tableau, Toad, Netezza, End-to-end Testing, Oracle Applications, Oracle Database, MySQL, Liquidity Risk, Data Stewardship
Education
University of North Carolina at Chapel Hill 2002 — 2005
BA
Emory University 2001 — 2002
Dell Connor, CRISC's Wachovia, A Wells Fargo Company Experience 2009 - 2009
Job Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo August 1993 - Present
Wachovia, A Wells Fargo Company 2009 - 2009
Wachovia February 2000 - March 2004
Skills
Financial Risk, Sarbanes-Oxley Act, Finance, Banking, Management, Risk Management, Auditing, Financial Reporting, Strategic Financial..., Business Analysis, Operational Risk, Vendor Management, Process Improvement, Financial Services
Education
East Carolina University - College of Business 1984 — 1988
B.S.B.A, Marketing and Business Adminstration
Wells Fargo August 1993 - Present
Wachovia, A Wells Fargo Company 2009 - 2009
Wachovia February 2000 - March 2004
Skills
Financial Risk, Sarbanes-Oxley Act, Finance, Banking, Management, Risk Management, Auditing, Financial Reporting, Strategic Financial..., Business Analysis, Operational Risk, Vendor Management, Process Improvement, Financial Services
Education
East Carolina University - College of Business 1984 — 1988
B.S.B.A, Marketing and Business Adminstration
Ricky Torres's Wachovia, A Wells Fargo Company Experience December 2008 - July 2009
Job Real Estate Loan Operations Section Manager
Industry Banking
Experience
Logix Federal Credit Union June 2015 - Present
Bank of America February 2015 - May 2015
Bank of America July 2012 - February 2015
Bank of America May 2010 - April 2013
Wachovia, A Wells Fargo Company December 2008 - July 2009
Alpine Mortgage & Realty April 2007 - December 2008
Ameri Tech Properties June 2004 - October 2006
Skills
Customer Service, Mortgage Lending, Mortgage Banking, Microsoft Office, Microsoft Excel, FHA financing, Windows XP Pro, Automated Underwriting..., Wholesale Lending, Project Planning, Strategic Planning, Mortgage Underwriting, Jumbo Mortgage, Leadership, Team Leadership, Leadership Development, Strategic Leadership, Performance Metrics, Quality Assurance, Organizational..., Organizational..., Accountability, Leadership..., Escalations Management, Escalation Resolution, Performance Management, Call Centers, Coaching, Credit, FHA, Loans, Management, Process Improvement, Refinance, Risk Management, Underwriting
Education
Evergreen Valley College 1999 — 2001
General
Logix Federal Credit Union June 2015 - Present
Bank of America February 2015 - May 2015
Bank of America July 2012 - February 2015
Bank of America May 2010 - April 2013
Wachovia, A Wells Fargo Company December 2008 - July 2009
Alpine Mortgage & Realty April 2007 - December 2008
Ameri Tech Properties June 2004 - October 2006
Skills
Customer Service, Mortgage Lending, Mortgage Banking, Microsoft Office, Microsoft Excel, FHA financing, Windows XP Pro, Automated Underwriting..., Wholesale Lending, Project Planning, Strategic Planning, Mortgage Underwriting, Jumbo Mortgage, Leadership, Team Leadership, Leadership Development, Strategic Leadership, Performance Metrics, Quality Assurance, Organizational..., Organizational..., Accountability, Leadership..., Escalations Management, Escalation Resolution, Performance Management, Call Centers, Coaching, Credit, FHA, Loans, Management, Process Improvement, Refinance, Risk Management, Underwriting
Education
Evergreen Valley College 1999 — 2001
General
Arun Dhakal's Wachovia, A Wells Fargo Company Experience December 2010 - April 2012
Job BSC Technical Analyst at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo April 2013 - Present
Wells Fargo October 2012 - April 2013
Independence Blue Cross August 2012 - October 2012
Deutsche Bank April 2012 - August 2012
Wachovia, A Wells Fargo Company December 2010 - April 2012
Bartronics America Inc. 2007 - 2012
Independence Blue Cross January 2010 - December 2010
EMC March 2009 - March 2010
Liberty Mutual 2008 - 2008
CUNA Mutual Group 2008 - 2008
Skills
Data Analysis, Business Analysis, Technical Design, Data Mapping, SDLC, Data Modeling, Web Applications, Requirements Gathering, DB2, Relational Databases, Quality Center, SQL, Requirements Analysis, Data Migration
Education
Fairleigh Dickinson University
Master's
Wells Fargo April 2013 - Present
Wells Fargo October 2012 - April 2013
Independence Blue Cross August 2012 - October 2012
Deutsche Bank April 2012 - August 2012
Wachovia, A Wells Fargo Company December 2010 - April 2012
Bartronics America Inc. 2007 - 2012
Independence Blue Cross January 2010 - December 2010
EMC March 2009 - March 2010
Liberty Mutual 2008 - 2008
CUNA Mutual Group 2008 - 2008
Skills
Data Analysis, Business Analysis, Technical Design, Data Mapping, SDLC, Data Modeling, Web Applications, Requirements Gathering, DB2, Relational Databases, Quality Center, SQL, Requirements Analysis, Data Migration
Education
Fairleigh Dickinson University
Master's
Richard Fix's Wachovia, A Wells Fargo Company Experience November 2004 - April 2011
Job Manager Security Solutions Design & Automation at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2013 - Present
Wells Fargo April 2011 - April 2013
Wachovia, A Wells Fargo Company November 2004 - April 2011
Wachovia December 2002 - October 2004
Wachovia May 2002 - December 2002
First Union National Bank June 1998 - March 2002
First Union National Bank December 1995 - May 1998
First Union National Bank September 1991 - December 1995
General Aerospace Materials May 1986 - October 1989
Skills
Vendor Management, Banking, Firewalls, Network Security, DNS, Software Documentation, Visio, Management, Networking, Unix, Project Management, Disaster Recovery, Network Engineering, Infrastructure, Data Center, IT Management, System Deployment, SDLC, Integration
Education
LIU Post 1990 — 1991
MBA, Information Technology
LIU Post 1983 — 1986
Bachelor, Marketing
Farmingdale State College 1981 — 1983
Associate, Data Processing
Wells Fargo April 2013 - Present
Wells Fargo April 2011 - April 2013
Wachovia, A Wells Fargo Company November 2004 - April 2011
Wachovia December 2002 - October 2004
Wachovia May 2002 - December 2002
First Union National Bank June 1998 - March 2002
First Union National Bank December 1995 - May 1998
First Union National Bank September 1991 - December 1995
General Aerospace Materials May 1986 - October 1989
Skills
Vendor Management, Banking, Firewalls, Network Security, DNS, Software Documentation, Visio, Management, Networking, Unix, Project Management, Disaster Recovery, Network Engineering, Infrastructure, Data Center, IT Management, System Deployment, SDLC, Integration
Education
LIU Post 1990 — 1991
MBA, Information Technology
LIU Post 1983 — 1986
Bachelor, Marketing
Farmingdale State College 1981 — 1983
Associate, Data Processing
Curtis Kale's Wachovia, A Wells Fargo Company Experience September 2007 - March 2010
Job Vice President Wealth, Brokerage & Retirement at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2011 - Present
Wachovia/Wells Fargo September 2009 - December 2011
Wachovia, A Wells Fargo Company September 2007 - March 2010
Wachovia Bank March 2004 - September 2007
First Union National Bank February 1998 - 2004
Signet Bank 1996 - February 1998
Signet Bank, previously Bank of Virginia January 1988 - 1995
Signet Bank 1988 - 1990
Signet Bank 1985 - 1988
Bank of Virginia 1979 - 1984
Skills
Risk Management, Change Management, Program Management, SDLC, Process Improvement, Financial Analysis, Requirements Analysis, Banking, Management, Project Management, Business Process..., Finance, Portfolio Management, Quality Assurance, Strategy, Governance, Mergers & Acquisitions, Leadership, Financial Risk, Analytics, Enterprise Architecture, Business Analysis, Vendor Management, Enterprise Software, Project Portfolio..., Financial Services, PMO
Education
Virginia Commonwealth University - School of Business 1994 — 1996
MBA
East Tennessee State University 1974 — 1977
BSBA, Real Estate
Michell Junior College 1972 — 1974
AA
Wells Fargo December 2011 - Present
Wachovia/Wells Fargo September 2009 - December 2011
Wachovia, A Wells Fargo Company September 2007 - March 2010
Wachovia Bank March 2004 - September 2007
First Union National Bank February 1998 - 2004
Signet Bank 1996 - February 1998
Signet Bank, previously Bank of Virginia January 1988 - 1995
Signet Bank 1988 - 1990
Signet Bank 1985 - 1988
Bank of Virginia 1979 - 1984
Skills
Risk Management, Change Management, Program Management, SDLC, Process Improvement, Financial Analysis, Requirements Analysis, Banking, Management, Project Management, Business Process..., Finance, Portfolio Management, Quality Assurance, Strategy, Governance, Mergers & Acquisitions, Leadership, Financial Risk, Analytics, Enterprise Architecture, Business Analysis, Vendor Management, Enterprise Software, Project Portfolio..., Financial Services, PMO
Education
Virginia Commonwealth University - School of Business 1994 — 1996
MBA
East Tennessee State University 1974 — 1977
BSBA, Real Estate
Michell Junior College 1972 — 1974
AA
Kerry Lannon's Wachovia, A Wells Fargo Company Experience 1994 - 2010
Job Market Support Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo 2010 - Present
Wachovia, A Wells Fargo Company 1994 - 2010
Wachovia Bank January 2009 - December 2009
Education
Fairleigh Dickinson University 1990 — 1994
BS, Business Administration
Wells Fargo 2010 - Present
Wachovia, A Wells Fargo Company 1994 - 2010
Wachovia Bank January 2009 - December 2009
Education
Fairleigh Dickinson University 1990 — 1994
BS, Business Administration
Michael Kordewick's Wachovia, A Wells Fargo Company Experience March 2004 - January 2005
Job Manager Regional Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Genworth Financial 2009 - September 2011
First Trust Portfolios January 2005 - February 2009
Wachovia, A Wells Fargo Company March 2004 - January 2005
Van Kampen 1999 - 2001
Skills
Series 63, Series 7, Series 6, Series 24, Series 65, Series 51
Education
Illinois State University 2001 — 2003
BS, Economics
Eastern Illinois University 1995 — 1997
Fidelity Investments July 2011 - Present
Genworth Financial 2009 - September 2011
First Trust Portfolios January 2005 - February 2009
Wachovia, A Wells Fargo Company March 2004 - January 2005
Van Kampen 1999 - 2001
Skills
Series 63, Series 7, Series 6, Series 24, Series 65, Series 51
Education
Illinois State University 2001 — 2003
BS, Economics
Eastern Illinois University 1995 — 1997
Edward Navas's Wachovia, A Wells Fargo Company Experience December 2004 - Present
Job Wire Operations Sp,
Industry Banking
Experience
Wachovia, A Wells Fargo Company December 2004 - Present
Self-employeed January 2002 - Present
Skills
Access
Education
Fayetteville State University 2004 — 2008
Master, Business Administration
RE Class
cpcc
Wachovia, A Wells Fargo Company December 2004 - Present
Self-employeed January 2002 - Present
Skills
Access
Education
Fayetteville State University 2004 — 2008
Master, Business Administration
RE Class
cpcc
Cy Gaydos's Wachovia, A Wells Fargo Company Experience 2007 - 2009
Job Strategic Initiatives Manager at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance March 2013 - Present
Belk 2012 - 2013
Bank of America 2012 - 2012
Union Bank 2011 - 2012
Wells Fargo 2009 - 2010
Wachovia, A Wells Fargo Company 2007 - 2009
Wachovia, A Wells Fargo Company 2007 - 2007
Scottish Re 2006 - 2007
Wachovia, A Wells Fargo Company 2005 - 2006
Wachovia, A Wells Fargo Company 2004 - 2005
Skills
Vendor Management, Business Analysis, Program Management, SDLC, Project Management, Process Improvement, Visio, Business Intelligence, PMO, Change Management, Project Planning, Business Process..., SharePoint, Risk Management, Strategic Planning, MS Project, Software Project..., Requirements Gathering, Leadership, Manufacturing, Merchandising, Radio Broadcasting, Film Production, Broadcast Journalism, Financial Services, Energy, Art History, International Business, Global Management, Product Management, Portfolio Management, Software Development, Solution Architecture, Enterprise Architecture, Stage-Gate, Transfer Pricing, Workflow, Graphic Design, Software Design, Data Integration, Oracle, Oracle E-Business Suite, Oracle HR, Hyperion Planning, Essbase, Letters of Credit, IBM Content Manager, IBM Websphere Commerce, Servlets, Agile & Waterfall...
Education
ESMOD École Supérieure des Arts et techniques de la Mode 1991 — 1993
Design
Savannah College of Art and Design 1990 — 1991
Illustration, Design
Saint (St.) Andrew's School - Boca Raton, FL 1988 — 1990
High School
Hopewell Valley Central High School 1986 — 1988
High School
The Pennington School 1983 — 1986
Middle School
Wells Fargo Capital Finance March 2013 - Present
Belk 2012 - 2013
Bank of America 2012 - 2012
Union Bank 2011 - 2012
Wells Fargo 2009 - 2010
Wachovia, A Wells Fargo Company 2007 - 2009
Wachovia, A Wells Fargo Company 2007 - 2007
Scottish Re 2006 - 2007
Wachovia, A Wells Fargo Company 2005 - 2006
Wachovia, A Wells Fargo Company 2004 - 2005
Skills
Vendor Management, Business Analysis, Program Management, SDLC, Project Management, Process Improvement, Visio, Business Intelligence, PMO, Change Management, Project Planning, Business Process..., SharePoint, Risk Management, Strategic Planning, MS Project, Software Project..., Requirements Gathering, Leadership, Manufacturing, Merchandising, Radio Broadcasting, Film Production, Broadcast Journalism, Financial Services, Energy, Art History, International Business, Global Management, Product Management, Portfolio Management, Software Development, Solution Architecture, Enterprise Architecture, Stage-Gate, Transfer Pricing, Workflow, Graphic Design, Software Design, Data Integration, Oracle, Oracle E-Business Suite, Oracle HR, Hyperion Planning, Essbase, Letters of Credit, IBM Content Manager, IBM Websphere Commerce, Servlets, Agile & Waterfall...
Education
ESMOD École Supérieure des Arts et techniques de la Mode 1991 — 1993
Design
Savannah College of Art and Design 1990 — 1991
Illustration, Design
Saint (St.) Andrew's School - Boca Raton, FL 1988 — 1990
High School
Hopewell Valley Central High School 1986 — 1988
High School
The Pennington School 1983 — 1986
Middle School
Curtis Onofri's Wachovia, A Wells Fargo Company Experience August 2003 - April 2005
Job Consumer Loan Manager at Pathways Financial Credit Union
Industry Banking
Experience
Pathways Financial Credit Union September 2013 - Present
CME Federal Credit Union February 2009 - September 2013
Fairwinds Credit Union March 2007 - February 2009
Fifth Third Bank April 2005 - March 2007
Wachovia, A Wells Fargo Company August 2003 - April 2005
Skills
Communication Skills, Process Improvement, Coaching, Staff..., HR Policies, Staff Management, P&L Administration, Public Speaking, Cross Selling, Hiring Practices, Community Development, Customer Service..., Cost Management, Events Coordination, Outlook, Interviewing Skills, Terminations, Cash Management, Computer Network..., Microsoft Office, Online Research, Telemarketing, Audio Visual Design, Innovation Management, Lines Of Credit, Small Business Lending, Credit Unions, Commercial Lending, Consumer Lending, Loans, Mortgage Lending, Banking, Loan Origination, Home Equity Lines of..., P
Education
Franklin University 2011 — 2012
MBA, Business
University of Central Florida - College of Business Administration 2000 — 2003
BS, Accounting
Edison Community College 1998 — 2000
AA, Computer Programing
Pathways Financial Credit Union September 2013 - Present
CME Federal Credit Union February 2009 - September 2013
Fairwinds Credit Union March 2007 - February 2009
Fifth Third Bank April 2005 - March 2007
Wachovia, A Wells Fargo Company August 2003 - April 2005
Skills
Communication Skills, Process Improvement, Coaching, Staff..., HR Policies, Staff Management, P&L Administration, Public Speaking, Cross Selling, Hiring Practices, Community Development, Customer Service..., Cost Management, Events Coordination, Outlook, Interviewing Skills, Terminations, Cash Management, Computer Network..., Microsoft Office, Online Research, Telemarketing, Audio Visual Design, Innovation Management, Lines Of Credit, Small Business Lending, Credit Unions, Commercial Lending, Consumer Lending, Loans, Mortgage Lending, Banking, Loan Origination, Home Equity Lines of..., P
Education
Franklin University 2011 — 2012
MBA, Business
University of Central Florida - College of Business Administration 2000 — 2003
BS, Accounting
Edison Community College 1998 — 2000
AA, Computer Programing
Gino DiSaverio's Wachovia, A Wells Fargo Company Experience June 2003 - June 2005
Job Vice President Middle Market Commercial Bank JP Morgan Chase Bank
Industry Banking
Experience
JPMorgan Chase & Co. March 2015 - Present
JPMorgan Chase March 2013 - Present
JPMorgan Chase December 2008 - Present
PNC June 2005 - December 2008
Wachovia, A Wells Fargo Company June 2003 - June 2005
Enterprise Rent-A-Car May 1998 - February 2002
Skills
Small Business Lending, Credit, Commercial Lending
Education
Fairleigh Dickinson University 1999 — 2003
Bachelors, Industrial Organzational Psychology
JPMorgan Chase & Co. March 2015 - Present
JPMorgan Chase March 2013 - Present
JPMorgan Chase December 2008 - Present
PNC June 2005 - December 2008
Wachovia, A Wells Fargo Company June 2003 - June 2005
Enterprise Rent-A-Car May 1998 - February 2002
Skills
Small Business Lending, Credit, Commercial Lending
Education
Fairleigh Dickinson University 1999 — 2003
Bachelors, Industrial Organzational Psychology
Vincent Ferret's Wachovia, A Wells Fargo Company Experience August 2005 - December 2007
Job Capital Market / Financial Market Specialist at Misys
Industry Banking
Experience
Misys January 2014 - Present
Misys November 2009 - Present
HSH Nordbank March 2008 - April 2010
Wachovia, A Wells Fargo Company August 2005 - December 2007
Wells Fargo August 2005 - December 2006
Société Générale June 2001 - August 2005
Skills
Credit Derivatives, Fixed Income, Market Risk, Interest Rate..., Derivatives, FX Options, Trading Systems, Equity Derivatives, Structured Products, Market Data, Risk Management, Capital Markets, Investment Banking, Financial Markets, Options, Portfolio Management, Bonds, Trading, Liquidity Management, Liquidity Risk
Education
University of Strathclyde 1998 — 1999
MSc, Finance
Ecole supérieure de Commerce de Clermont-Ferrand
Misys January 2014 - Present
Misys November 2009 - Present
HSH Nordbank March 2008 - April 2010
Wachovia, A Wells Fargo Company August 2005 - December 2007
Wells Fargo August 2005 - December 2006
Société Générale June 2001 - August 2005
Skills
Credit Derivatives, Fixed Income, Market Risk, Interest Rate..., Derivatives, FX Options, Trading Systems, Equity Derivatives, Structured Products, Market Data, Risk Management, Capital Markets, Investment Banking, Financial Markets, Options, Portfolio Management, Bonds, Trading, Liquidity Management, Liquidity Risk
Education
University of Strathclyde 1998 — 1999
MSc, Finance
Ecole supérieure de Commerce de Clermont-Ferrand
Ed Tew's Wachovia, A Wells Fargo Company Experience 2003 - Present
Job Sr VP at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company 2003 - Present
Skills
Mortgage Lending, Commercial Lending, Small Business Lending, Loans, Credit, Banking, Commercial Banking, Credit Analysis, Consumer Lending, Loan Origination, Retail Banking, Mortgage Banking, Portfolio Management, Underwriting, Credit Risk, Relationship Management, Cash Management, Finance
Education
East Carolina University - College of Business 1976 — 1980
BSBA, Business
Wachovia, A Wells Fargo Company 2003 - Present
Skills
Mortgage Lending, Commercial Lending, Small Business Lending, Loans, Credit, Banking, Commercial Banking, Credit Analysis, Consumer Lending, Loan Origination, Retail Banking, Mortgage Banking, Portfolio Management, Underwriting, Credit Risk, Relationship Management, Cash Management, Finance
Education
East Carolina University - College of Business 1976 — 1980
BSBA, Business
Lauren Kennedy's Wachovia, A Wells Fargo Company Experience November 2006 - Present
Job Risk Manager at Wells Fargo
Industry Banking
Experience
Wachovia, A Wells Fargo Company November 2006 - Present
CarMax 2004 - 2006
Circuit City/ FNANB 1999 - 2003
Education
Emory University 1996 — 1999
BA, Math/Econ
Wachovia, A Wells Fargo Company November 2006 - Present
CarMax 2004 - 2006
Circuit City/ FNANB 1999 - 2003
Education
Emory University 1996 — 1999
BA, Math/Econ
Suzanne Feuerstein's Wachovia, A Wells Fargo Company Experience November 1999 - February 2002
Job HR
Industry Human Resources
Experience
none Human Resources CompensationChevy Chase BankFebruary 2005 - January 2007
Wachovia, A Wells Fargo Company November 1999 - February 2002
Education
The George Washington University - School of Business 2002 — 2004
MBA, Human Resources
Emory University 1995 — 1999
BA, Psychology
none Human Resources CompensationChevy Chase BankFebruary 2005 - January 2007
Wachovia, A Wells Fargo Company November 1999 - February 2002
Education
The George Washington University - School of Business 2002 — 2004
MBA, Human Resources
Emory University 1995 — 1999
BA, Psychology
Allison Holland's Wachovia, A Wells Fargo Company Experience March 2008 - September 2009
Job Document Acquisition Manager, American Mortgage Advisors Corporation
Industry Financial Services
Experience
American Mortgage Advisors Corporation September 2009 - December 2013
Wachovia, A Wells Fargo Company March 2008 - September 2009
Countrywide Full Spectrum Lending March 2005 - February 2008
Wells Fargo Financial August 2001 - March 2005
Wells fargo financial acceptance 2001 - 2005
Skills
Credit, Loans, Sales, Management, Training, Finance, Insurance, Real Estate, Credit Cards, Referrals, Funding, Mortgage Lending, Banking, Credit Analysis
Education
East Carolina University - College of Business 1995 — 2001
Masters Degree, Business Administration, Management
American Mortgage Advisors Corporation September 2009 - December 2013
Wachovia, A Wells Fargo Company March 2008 - September 2009
Countrywide Full Spectrum Lending March 2005 - February 2008
Wells Fargo Financial August 2001 - March 2005
Wells fargo financial acceptance 2001 - 2005
Skills
Credit, Loans, Sales, Management, Training, Finance, Insurance, Real Estate, Credit Cards, Referrals, Funding, Mortgage Lending, Banking, Credit Analysis
Education
East Carolina University - College of Business 1995 — 2001
Masters Degree, Business Administration, Management
Mary Jane Conley's Wachovia, A Wells Fargo Company Experience 2007 - 2009
Job Vice President and Team Lead, Commercial Loan Adjustor Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank 2010 - Present
San Juan Unified School District 2001 - 2011
Wachovia, A Wells Fargo Company 2007 - 2009
World Savings June 2001 - May 2007
California Republic Bank 1991 - 1994
Skills
Credit Portfolio..., Liquidation, Loan Modification, Portfolio Management, Valuation, Cross-functional Team..., Credit, Loans, Loan Modifications, Management, Strategic Planning, Leadership Development, Program Management, Process Improvement, Training, Start-ups, Finance, Analysis, Mortgage Lending, Banking, Executive Management, Customer Service, Risk Management
Education
University of Phoenix 2005 — 2007
Masters Business Administration, Global Management
Excelsior College
Bachelor of Science, Finance
Wells Fargo Bank 2010 - Present
San Juan Unified School District 2001 - 2011
Wachovia, A Wells Fargo Company 2007 - 2009
World Savings June 2001 - May 2007
California Republic Bank 1991 - 1994
Skills
Credit Portfolio..., Liquidation, Loan Modification, Portfolio Management, Valuation, Cross-functional Team..., Credit, Loans, Loan Modifications, Management, Strategic Planning, Leadership Development, Program Management, Process Improvement, Training, Start-ups, Finance, Analysis, Mortgage Lending, Banking, Executive Management, Customer Service, Risk Management
Education
University of Phoenix 2005 — 2007
Masters Business Administration, Global Management
Excelsior College
Bachelor of Science, Finance
Randy Monk's Wachovia, A Wells Fargo Company Experience Relocation CounselorWachovia Corporation1994 - Present
Job Human Resources at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company Relocation CounselorWachovia Corporation1994 - Present
Wachovia Bank 1994 - 2009
Education
East Carolina University - College of Business 1964 — 1968
BSBA, Economics
Wachovia, A Wells Fargo Company Relocation CounselorWachovia Corporation1994 - Present
Wachovia Bank 1994 - 2009
Education
East Carolina University - College of Business 1964 — 1968
BSBA, Economics
Jo Ann Gou's Wachovia, A Wells Fargo Company Experience 2006 - 2009
Job Payroll/HR Professional
Industry Financial Services
Experience
Fusion Employer Services, LLC 2012 - Present
IOI Payroll Services 2011 - 2012
Wachovia, A Wells Fargo Company 2006 - 2009
Oasis Outsourcing 2003 - 2005
Ceridian 2001 - 2003
Paychex 1993 - 2001
Robert Half Finance & Accounting 1988 - 1992
Skills
Management, Recruiting, Strategic Planning, New Business Development, PowerPoint, Microsoft Word, Marketing, Public Speaking, B2B, Research, Marketing Strategy, Performance Management, Employee Relations, Event Management, Event Planning
Education
Farmingdale State College
A.S., Accounting
Hofstra University
Accounting
Fusion Employer Services, LLC 2012 - Present
IOI Payroll Services 2011 - 2012
Wachovia, A Wells Fargo Company 2006 - 2009
Oasis Outsourcing 2003 - 2005
Ceridian 2001 - 2003
Paychex 1993 - 2001
Robert Half Finance & Accounting 1988 - 1992
Skills
Management, Recruiting, Strategic Planning, New Business Development, PowerPoint, Microsoft Word, Marketing, Public Speaking, B2B, Research, Marketing Strategy, Performance Management, Employee Relations, Event Management, Event Planning
Education
Farmingdale State College
A.S., Accounting
Hofstra University
Accounting
Shahid Saulat's Wachovia, A Wells Fargo Company Experience September 2001 - December 2008
Job Store Manager II, Assistant Vice President at TD
Industry Banking
Experience
TD Bank February 2014 - Present
Wells Fargo Bank January 2009 - January 2014
Wachovia, A Wells Fargo Company September 2001 - December 2008
First Union Banc Corp January 1999 - August 2001
Skills
Banking/Small Business..., Customer Sales and..., Sales Management, Team Building, Team Leadership, Marketing Financial..., Revenue Growth..., New Business Development, Account Management, Teamwork, Communications, Regulatory Compliance, Loan/Account Origination
Education
Fairleigh Dickinson University
Business Administration
TD Bank February 2014 - Present
Wells Fargo Bank January 2009 - January 2014
Wachovia, A Wells Fargo Company September 2001 - December 2008
First Union Banc Corp January 1999 - August 2001
Skills
Banking/Small Business..., Customer Sales and..., Sales Management, Team Building, Team Leadership, Marketing Financial..., Revenue Growth..., New Business Development, Account Management, Teamwork, Communications, Regulatory Compliance, Loan/Account Origination
Education
Fairleigh Dickinson University
Business Administration
Steve Chatham's Wachovia, A Wells Fargo Company Experience October 1988 - April 1990
Job Systems Analyst at ITG Brands
Industry Consumer Goods
Experience
ITG Brands, LLC June 2015 - Present
Lorillard Tobacco Company March 2011 - June 2015
Remington Arms February 2000 - February 2011
Keane (job outsourced to Pillowtex/Fieldcrest-Cannon) April 1998 - January 2000
Pillowtex (formerly Fieldcrest Cannon) August 1996 - April 1998
Wachovia, A Wells Fargo Company October 1988 - April 1990
Fieldcrest-Cannon September 1986 - September 1988
Skills
SAP MII, Kronos WFC, OEM Documentation, AuditMatic Rounds..., Intelatrac Rounds..., CBM, IIS, jQuery, jQuery UI, Microsoft SQL Server, SSIS, ETL Tools, Salesforce.com..., FDA, SAP BPC, .NET, Forecasting, EDI, Outlook, Software Licensing, Policy, SAP, Sales
Education
Elon University 1983 — 1986
B.A., Computer Science (Major), Mathematics (Minor), Business Administration (Concentration)
Rockingham Community College 1980 — 1983
Associate of Arts (A.A.), Associate of Arts Degree (A.A.), electives in Mathematics & Computer Science.
ITG Brands, LLC June 2015 - Present
Lorillard Tobacco Company March 2011 - June 2015
Remington Arms February 2000 - February 2011
Keane (job outsourced to Pillowtex/Fieldcrest-Cannon) April 1998 - January 2000
Pillowtex (formerly Fieldcrest Cannon) August 1996 - April 1998
Wachovia, A Wells Fargo Company October 1988 - April 1990
Fieldcrest-Cannon September 1986 - September 1988
Skills
SAP MII, Kronos WFC, OEM Documentation, AuditMatic Rounds..., Intelatrac Rounds..., CBM, IIS, jQuery, jQuery UI, Microsoft SQL Server, SSIS, ETL Tools, Salesforce.com..., FDA, SAP BPC, .NET, Forecasting, EDI, Outlook, Software Licensing, Policy, SAP, Sales
Education
Elon University 1983 — 1986
B.A., Computer Science (Major), Mathematics (Minor), Business Administration (Concentration)
Rockingham Community College 1980 — 1983
Associate of Arts (A.A.), Associate of Arts Degree (A.A.), electives in Mathematics & Computer Science.
Christine Halili's Wachovia, A Wells Fargo Company Experience September 1998 - July 2009
Job Successful Retail Sales Representative with over 10+ years of direct sales and banking financial services
Industry Banking
Experience
Bank of America October 2010 - July 2011
NACA October 2009 - September 2010
Wachovia, A Wells Fargo Company September 1998 - July 2009
Chapter 13 Bankruptcy Trustee August 1996 - August 1998
Skills
Mortgage Lending, Credit, FHA, Loans, Finance, Financial Analysis, Real Estate, Underwriting
Education
Far Eastern University 1985 — 1987
Bank of America October 2010 - July 2011
NACA October 2009 - September 2010
Wachovia, A Wells Fargo Company September 1998 - July 2009
Chapter 13 Bankruptcy Trustee August 1996 - August 1998
Skills
Mortgage Lending, Credit, FHA, Loans, Finance, Financial Analysis, Real Estate, Underwriting
Education
Far Eastern University 1985 — 1987
Austin Fenn's Wachovia, A Wells Fargo Company Experience August 2007 - March 2011
Job Associate at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo August 2015 - Present
Wells Fargo Bank March 2011 - Present
Wachovia, A Wells Fargo Company August 2007 - March 2011
Education
Elon University 2003 — 2007
BS, Business Administration-Finance
Wells Fargo August 2015 - Present
Wells Fargo Bank March 2011 - Present
Wachovia, A Wells Fargo Company August 2007 - March 2011
Education
Elon University 2003 — 2007
BS, Business Administration-Finance
Natasha Towner's Wachovia, A Wells Fargo Company Experience January 2009 - February 2010
Job Operations/Stock Broker at Vanguard
Industry Financial Services
Experience
Vanguard 2011 - Present
Wachovia, A Wells Fargo Company January 2009 - February 2010
UVEST Financial Services 2004 - 2008
TIAA-CREF 2001 - 2004
Skills
Leadership, Finance, Banking, Analysis, Investments
Education
Pfeiffer University
BBA, Business Administration
Erie Community College
A.A.S, Business Administration
Vanguard 2011 - Present
Wachovia, A Wells Fargo Company January 2009 - February 2010
UVEST Financial Services 2004 - 2008
TIAA-CREF 2001 - 2004
Skills
Leadership, Finance, Banking, Analysis, Investments
Education
Pfeiffer University
BBA, Business Administration
Erie Community College
A.A.S, Business Administration
Richard Meyer, CRIS's Wachovia, A Wells Fargo Company Experience June 2005 - May 2008
Job Account Executive at Arthur J. Gallagher & Co.
Industry Insurance
Experience
Arthur J. Gallagher & Co. March 2010 - Present
Willis May 2008 - January 2010
Wachovia, A Wells Fargo Company June 2005 - May 2008
Marsh December 2001 - June 2005
Skills
Underwriting, Property & Casualty..., Risk Management, Legal Liability, Workers Compensation, Professional Liability
Education
The College at Old Westbury State University of New York 1998 — 2000
B.S., Business and Management
Farmingdale State College
A.S., Business Administration
Arthur J. Gallagher & Co. March 2010 - Present
Willis May 2008 - January 2010
Wachovia, A Wells Fargo Company June 2005 - May 2008
Marsh December 2001 - June 2005
Skills
Underwriting, Property & Casualty..., Risk Management, Legal Liability, Workers Compensation, Professional Liability
Education
The College at Old Westbury State University of New York 1998 — 2000
B.S., Business and Management
Farmingdale State College
A.S., Business Administration
Barrett Tuttle's Wachovia, A Wells Fargo Company Experience June 2005 - June 2008
Job
Industry Real Estate
Experience
Court Stone Management February 2014 - Present
American Capital May 2010 - July 2013
FdG Associates July 2008 - July 2009
Wachovia, A Wells Fargo Company June 2005 - June 2008
Skills
Financial Modeling, Private Equity, Valuation, Investments, Investment Banking, Due Diligence, Corporate Finance, Entrepreneurship, Mergers & Acquisitions
Education
Emory University
Court Stone Management February 2014 - Present
American Capital May 2010 - July 2013
FdG Associates July 2008 - July 2009
Wachovia, A Wells Fargo Company June 2005 - June 2008
Skills
Financial Modeling, Private Equity, Valuation, Investments, Investment Banking, Due Diligence, Corporate Finance, Entrepreneurship, Mergers & Acquisitions
Education
Emory University
Rowena Matias's Wachovia, A Wells Fargo Company Experience December 1999 - March 2010
Job Education Coordinator at Lincoln Technical Institute
Industry Banking
Experience
Lincoln Technical Institute March 2012 - Present
Wachovia, A Wells Fargo Company December 1999 - March 2010
Skills
Banking, Customer Service, Credit, Training, Process Improvement, Microsoft Office, Leadership, Management, Business Analysis, Public Speaking, Event Planning, Risk Management, Coaching, Microsoft Excel
Education
Felician College 2005 — 2009
BS, Business Administration
Lincoln Technical Institute March 2012 - Present
Wachovia, A Wells Fargo Company December 1999 - March 2010
Skills
Banking, Customer Service, Credit, Training, Process Improvement, Microsoft Office, Leadership, Management, Business Analysis, Public Speaking, Event Planning, Risk Management, Coaching, Microsoft Excel
Education
Felician College 2005 — 2009
BS, Business Administration
Melody Hanlon's Wachovia, A Wells Fargo Company Experience January 2008 - July 2010
Job Retail Real Estate Project Manager / Program Manager
Industry Real Estate
Experience
Cassidy Turley 2012 - October 2014
Union Bank June 2010 - March 2012
Wachovia, A Wells Fargo Company January 2008 - July 2010
Wachovia, A Wells Fargo Company January 2006 - January 2008
High Museum of Art May 2002 - October 2005
Skills
Strategic Planning, Project Management, Program Management, Process Management, Process Improvement, Cross-functional Team..., Corporate Sustainability, Sustainability Education, Green Building, Writing, Communication Skills, Retail Banking, Commercial Real Estate, Corporate Real Estate, Training Delivery, Document Drafting, Standards Development, Template Building, Strategy, Project Coordination, Facilities Management, Management, Leadership, Project Planning, Vendor Management, Budgets, Risk Management, Financial Analysis
Education
Emory University 1995 — 1999
B.A., Art History, Criticism and Conservation
Cassidy Turley 2012 - October 2014
Union Bank June 2010 - March 2012
Wachovia, A Wells Fargo Company January 2008 - July 2010
Wachovia, A Wells Fargo Company January 2006 - January 2008
High Museum of Art May 2002 - October 2005
Skills
Strategic Planning, Project Management, Program Management, Process Management, Process Improvement, Cross-functional Team..., Corporate Sustainability, Sustainability Education, Green Building, Writing, Communication Skills, Retail Banking, Commercial Real Estate, Corporate Real Estate, Training Delivery, Document Drafting, Standards Development, Template Building, Strategy, Project Coordination, Facilities Management, Management, Leadership, Project Planning, Vendor Management, Budgets, Risk Management, Financial Analysis
Education
Emory University 1995 — 1999
B.A., Art History, Criticism and Conservation
Teri Diekroeger's Wachovia, A Wells Fargo Company Experience January 1981 - February 2010
Job Retired!
Industry Banking
Experience
Fidelity Bank April 2010 - April 2011
Wachovia, A Wells Fargo Company January 1981 - February 2010
Skills
Banking, Lines Of Credit, Commercial Lending, Credit Analysis, Credit, Loans, Small Business Lending, Commercial Banking, Asset Based Lending, Construction Loans, Wealth Management, Mortgage Banking, Investments, SBA, Commercial Mortgages, Strategic Financial..., Portfolio Management, Credit Risk, Financial Services, Financial Analysis, Underwriting, Relationship Management, Treasury Management, Loan Origination, Retail Banking, Mortgage Lending, Consumer Lending, Cash Management, Series 7, Private Banking, Refinance, Asset Management
Education
Emory University 1978 — 1980
BA, German/Economics
Fidelity Bank April 2010 - April 2011
Wachovia, A Wells Fargo Company January 1981 - February 2010
Skills
Banking, Lines Of Credit, Commercial Lending, Credit Analysis, Credit, Loans, Small Business Lending, Commercial Banking, Asset Based Lending, Construction Loans, Wealth Management, Mortgage Banking, Investments, SBA, Commercial Mortgages, Strategic Financial..., Portfolio Management, Credit Risk, Financial Services, Financial Analysis, Underwriting, Relationship Management, Treasury Management, Loan Origination, Retail Banking, Mortgage Lending, Consumer Lending, Cash Management, Series 7, Private Banking, Refinance, Asset Management
Education
Emory University 1978 — 1980
BA, German/Economics
LETITIA Y. LEGRANT's Wachovia, A Wells Fargo Company Experience October 2009 - July 2011
Job Retail Loan Fulfillment Specialist at BB&T
Industry Banking
Experience
BB&T August 2013 - Present
BB&T July 2011 - August 2013
Wachovia, A Wells Fargo Company October 2009 - July 2011
Jackson Hewitt Tax Services January 2003 - April 2010
Wachovia, A Wells Fargo Company January 2007 - October 2009
Wachovia, A Wells Fargo Company August 2005 - October 2009
Bank of America January 2002 - July 2005
Skills
Notary Public, Financial Analysis, Credit, Financial Reporting, Risk Management, Mortgage Lending, Microsoft Excel, Data Entry, Loans, Banking, Outlook, Consumer Lending, Financial Statements, Accounts Payable
Education
ECPI College of Technology 2005 — 2005
Associate's degree, Medical Administration
North Carolina Agricultural and Technical State University 1997 — 2001
Bachelor of Science, Accounting
BB&T August 2013 - Present
BB&T July 2011 - August 2013
Wachovia, A Wells Fargo Company October 2009 - July 2011
Jackson Hewitt Tax Services January 2003 - April 2010
Wachovia, A Wells Fargo Company January 2007 - October 2009
Wachovia, A Wells Fargo Company August 2005 - October 2009
Bank of America January 2002 - July 2005
Skills
Notary Public, Financial Analysis, Credit, Financial Reporting, Risk Management, Mortgage Lending, Microsoft Excel, Data Entry, Loans, Banking, Outlook, Consumer Lending, Financial Statements, Accounts Payable
Education
ECPI College of Technology 2005 — 2005
Associate's degree, Medical Administration
North Carolina Agricultural and Technical State University 1997 — 2001
Bachelor of Science, Accounting
Sendre Colbert's Wachovia, A Wells Fargo Company Experience 2006 - 2007
Job Liquidity Risk Management at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2012 - Present
Barclays Capital July 2010 - March 2012
JP Morgan Chase 2007 - 2010
Wachovia, A Wells Fargo Company 2006 - 2007
Skills
Financial Modeling, Investment Banking, Relationship Management, Mergers, Capital Markets, Fixed Income, Banking, Market Risk, Portfolio Management, Asset Managment, Hedge Funds, Financial Analysis
Education
Emory University - Goizueta Business School 2002 — 2006
Bachelor of Business Administration, Finance & Management
JPMorgan Chase March 2012 - Present
Barclays Capital July 2010 - March 2012
JP Morgan Chase 2007 - 2010
Wachovia, A Wells Fargo Company 2006 - 2007
Skills
Financial Modeling, Investment Banking, Relationship Management, Mergers, Capital Markets, Fixed Income, Banking, Market Risk, Portfolio Management, Asset Managment, Hedge Funds, Financial Analysis
Education
Emory University - Goizueta Business School 2002 — 2006
Bachelor of Business Administration, Finance & Management
Stuart Knight's Wachovia, A Wells Fargo Company Experience October 2006 - February 2011
Job Big Data & Information Management Relationship Manager
Industry Computer Software
Experience
IBM September 2012 - Present
Synaptis August 2012 - August 2012
EvoApp February 2011 - July 2012
Wachovia, A Wells Fargo Company October 2006 - February 2011
Skills
Business Intelligence, CRM, Marketing Strategy, Account Management, Management, Enterprise Software, SaaS
Education
Elon University 2000 — 2004
BA, Public Administration
IBM September 2012 - Present
Synaptis August 2012 - August 2012
EvoApp February 2011 - July 2012
Wachovia, A Wells Fargo Company October 2006 - February 2011
Skills
Business Intelligence, CRM, Marketing Strategy, Account Management, Management, Enterprise Software, SaaS
Education
Elon University 2000 — 2004
BA, Public Administration
Joshua Nadeau's Wachovia, A Wells Fargo Company Experience February 2006 - August 2009
Job Assistant Vice President Walker & Dunlop LLC
Industry Real Estate
Experience
Walker & Dunlop September 2009 - Present
Wachovia, A Wells Fargo Company February 2006 - August 2009
Skills
CMBS, Commercial Mortgages, Real Estate Economics, Loans, Mortgage Lending, Credit Analysis, Asset Managment, Portfolio Management, Valuation, Commercial Real Estate, Loan Servicing, Relationship Management, Financial Analysis, Asset Management, Credit, Banking, Loan Origination, Due Diligence, Real Estate, Investment Properties
Education
Elon University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Walker & Dunlop September 2009 - Present
Wachovia, A Wells Fargo Company February 2006 - August 2009
Skills
CMBS, Commercial Mortgages, Real Estate Economics, Loans, Mortgage Lending, Credit Analysis, Asset Managment, Portfolio Management, Valuation, Commercial Real Estate, Loan Servicing, Relationship Management, Financial Analysis, Asset Management, Credit, Banking, Loan Origination, Due Diligence, Real Estate, Investment Properties
Education
Elon University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Tina Joyce's Wachovia, A Wells Fargo Company Experience February 1990 - March 2002
Job Accounts Payable Clerk at Kaplan Early Learning Company
Industry Banking
Experience
Kaplan Early Learning Company May 2015 - Present
Kaplan Early Learning Company 2012 - Present
Wachovia, A Wells Fargo Company February 1990 - March 2002
Skills
Accounts Payable, Customer Service, Invoicing, Microsoft Word, Microsoft Office, Purchase Orders
Education
Forsyth Technical Community College 1987 — 1989
Associate, Administrative Office Technology
Elon University 1986 — 1987
Kaplan Early Learning Company May 2015 - Present
Kaplan Early Learning Company 2012 - Present
Wachovia, A Wells Fargo Company February 1990 - March 2002
Skills
Accounts Payable, Customer Service, Invoicing, Microsoft Word, Microsoft Office, Purchase Orders
Education
Forsyth Technical Community College 1987 — 1989
Associate, Administrative Office Technology
Elon University 1986 — 1987
Gretchen Mitchell's Wachovia, A Wells Fargo Company Experience July 2008 - October 2010
Job Business Development Officer at BBVA Compass
Industry Financial Services
Experience
BBVA Compass July 2014 - Present
Leadership Tampa Alumni Association 2013 - Present
Leadership Pinellas 2010 - Present
Cadence Bank, N.A. 2012 - July 2014
Big Brothers Big Sisters 2011 - April 2013
Greater Tampa Chamber of Commerce 2012 - 2012
SunTrust Bank 2010 - 2012
Wachovia, A Wells Fargo Company July 2008 - October 2010
Wachovia, A Wells Fargo Company 2004 - 2008
Skills
Private Banking, Real Estate Lending, Consumer Lending, Commercial Lending, Leadership, FX Options, AML, Operational Risk, Mortgage Lending, Banking, Cash Management, Commercial Banking, Credit, Credit Analysis, Finance, Financial Analysis, Investments, Lines Of Credit, Loan Origination, Loans, Management, Mortgage Banking, Portfolio Management, Wealth, Wealth Management, Underwriting, Risk Management, Retail Banking, Small Business, Small Business Lending, Treasury Management
Education
University of Tampa
MBA
Eckerd College
Business Administration, Finance
Gannon University
Paralegal
Series 7 and 66 licenses
Life, Health and Variable Annuity License
BBVA Compass July 2014 - Present
Leadership Tampa Alumni Association 2013 - Present
Leadership Pinellas 2010 - Present
Cadence Bank, N.A. 2012 - July 2014
Big Brothers Big Sisters 2011 - April 2013
Greater Tampa Chamber of Commerce 2012 - 2012
SunTrust Bank 2010 - 2012
Wachovia, A Wells Fargo Company July 2008 - October 2010
Wachovia, A Wells Fargo Company 2004 - 2008
Skills
Private Banking, Real Estate Lending, Consumer Lending, Commercial Lending, Leadership, FX Options, AML, Operational Risk, Mortgage Lending, Banking, Cash Management, Commercial Banking, Credit, Credit Analysis, Finance, Financial Analysis, Investments, Lines Of Credit, Loan Origination, Loans, Management, Mortgage Banking, Portfolio Management, Wealth, Wealth Management, Underwriting, Risk Management, Retail Banking, Small Business, Small Business Lending, Treasury Management
Education
University of Tampa
MBA
Eckerd College
Business Administration, Finance
Gannon University
Paralegal
Series 7 and 66 licenses
Life, Health and Variable Annuity License
Deborah Leftwich's Wachovia, A Wells Fargo Company Experience 2005 - 2010
Job Vice President, Global Services Vendor Management
Industry Financial Services
Experience
Wells Fargo September 2011 - Present
Wells Fargo September 2010 - August 2011
Wachovia, A Wells Fargo Company 2005 - 2010
Wachovia, A Wells Fargo Company 1996 - 2004
First Union 1992 - 1995
First Union 1984 - 1991
Skills
Operational Risk..., Strategic Planning, Financial Services, Banking, Business Continuity..., Governance, Vendor Management, Call Centers, Business Process..., Management, Risk Management, Strategy, Executive Management, Leadership, Change Management, Process Improvement, Mergers & Acquisitions, Program Management, PMO, Project Management, Relationship Management, Team Building, Cross-functional Team..., Coaching, Team Leadership, Outsourcing, Consumer Lending, Internal Audit, Business Analysis, Credit, Portfolio Management
Education
Radford University
Bachelor's Degree, Business Administration
Ferrum College
Wells Fargo September 2011 - Present
Wells Fargo September 2010 - August 2011
Wachovia, A Wells Fargo Company 2005 - 2010
Wachovia, A Wells Fargo Company 1996 - 2004
First Union 1992 - 1995
First Union 1984 - 1991
Skills
Operational Risk..., Strategic Planning, Financial Services, Banking, Business Continuity..., Governance, Vendor Management, Call Centers, Business Process..., Management, Risk Management, Strategy, Executive Management, Leadership, Change Management, Process Improvement, Mergers & Acquisitions, Program Management, PMO, Project Management, Relationship Management, Team Building, Cross-functional Team..., Coaching, Team Leadership, Outsourcing, Consumer Lending, Internal Audit, Business Analysis, Credit, Portfolio Management
Education
Radford University
Bachelor's Degree, Business Administration
Ferrum College
Marianne Howard's Wachovia, A Wells Fargo Company Experience November 2004 - August 2011
Job Branch Operations Manager at Sovereign Bank
Industry Banking
Experience
Sovereign Bank March 2011 - Present
Wachovia, A Wells Fargo Company November 2004 - August 2011
Leasetec Systems Credit September 1994 - February 2001
Pitney Bowes September 1988 - February 1993
Citicorp April 1985 - August 1988
Pitney Bowes Credit Corp. July 1979 - 1983
Skills
Credit, Portfolio Management, Commercial Lending, Loans, Credit Analysis, Banking, Relationship Management, Financial Services, Finance, Cross Selling, Commercial Banking, Retail Banking, Small Business Lending, Customer Retention
Education
Fairfield University 1980 — 1987
BS, Marketing
Sovereign Bank March 2011 - Present
Wachovia, A Wells Fargo Company November 2004 - August 2011
Leasetec Systems Credit September 1994 - February 2001
Pitney Bowes September 1988 - February 1993
Citicorp April 1985 - August 1988
Pitney Bowes Credit Corp. July 1979 - 1983
Skills
Credit, Portfolio Management, Commercial Lending, Loans, Credit Analysis, Banking, Relationship Management, Financial Services, Finance, Cross Selling, Commercial Banking, Retail Banking, Small Business Lending, Customer Retention
Education
Fairfield University 1980 — 1987
BS, Marketing
Purav Patel's Wachovia, A Wells Fargo Company Experience September 2008 - April 2009
Job Seeking opportunities in Finance industries
Industry Financial Services
Experience
T3 Trading Group, LLC January 2010 - June 2013
Wachovia, A Wells Fargo Company September 2008 - April 2009
A.G. Edwards & Sons, Inc. May 2007 - August 2007
Skills
Financial Modeling, Equities, Portfolio Management, Investments, Hedge Funds, Investment Banking, Trading, Corporate Finance, Private Equity, Series 7, Options, Finance, Asset Allocation, Analysis, Mutual Funds, FINRA, Bloomberg, Forecasting, Series 63, Securities, Financial Analysis, Valuation, Capital Markets, Equity Trading, Proprietary Trading, Trading Strategies, Financial Risk, Derivatives, Electronic Trading, Financial Markets, Trading Systems, Technical Analysis, Equity Research
Education
Emory University 2005 — 2009
Economics; Mathematics, Finance
Emory University
T3 Trading Group, LLC January 2010 - June 2013
Wachovia, A Wells Fargo Company September 2008 - April 2009
A.G. Edwards & Sons, Inc. May 2007 - August 2007
Skills
Financial Modeling, Equities, Portfolio Management, Investments, Hedge Funds, Investment Banking, Trading, Corporate Finance, Private Equity, Series 7, Options, Finance, Asset Allocation, Analysis, Mutual Funds, FINRA, Bloomberg, Forecasting, Series 63, Securities, Financial Analysis, Valuation, Capital Markets, Equity Trading, Proprietary Trading, Trading Strategies, Financial Risk, Derivatives, Electronic Trading, Financial Markets, Trading Systems, Technical Analysis, Equity Research
Education
Emory University 2005 — 2009
Economics; Mathematics, Finance
Emory University
Deborah Bachman's Wachovia, A Wells Fargo Company Experience 1997 - 2010
Job Relationship Banker at M&T Bank
Industry Banking
Experience
M&T Bank November 2010 - Present
Wachovia, A Wells Fargo Company 1997 - 2010
Skills
Banking, Credit, Loans, Commercial Banking
Education
Essex Community College 1988 — 1991
M&T Bank November 2010 - Present
Wachovia, A Wells Fargo Company 1997 - 2010
Skills
Banking, Credit, Loans, Commercial Banking
Education
Essex Community College 1988 — 1991
Elisha Freeman's Wachovia, A Wells Fargo Company Experience June 2003 - Present
Job Assistant Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank January 2009 - Present
Wachovia, A Wells Fargo Company June 2003 - Present
Education
Fayetteville State University 1999 — 2003
Bachelor of Science, Banking and Finance
Wells Fargo Bank January 2009 - Present
Wachovia, A Wells Fargo Company June 2003 - Present
Education
Fayetteville State University 1999 — 2003
Bachelor of Science, Banking and Finance
Jody Pleasant's Wachovia, A Wells Fargo Company Experience January 1998 - January 2002
Job Manager Remote Access Infrastructure at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank January 2002 - Present
Wachovia, A Wells Fargo Company January 1998 - January 2002
First Union National Bank June 1996 - January 1998
Education
East Tennessee State University 1991 — 1996
BS, Computer Science
Wells Fargo Bank January 2002 - Present
Wachovia, A Wells Fargo Company January 1998 - January 2002
First Union National Bank June 1996 - January 1998
Education
East Tennessee State University 1991 — 1996
BS, Computer Science
Toni Benton's Wachovia, A Wells Fargo Company Experience June 2009 - July 2011
Job Compliance Consultant at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo November 2013 - Present
Wells Fargo July 2012 - November 2013
Wachovia, A Wells Fargo Company June 2009 - July 2011
Skills
Leadership, Customer Service, Management, Research, Coaching, Process Improvement, Microsoft Office, Customer Satisfaction, Call Center
Education
Johnson and Wales University 2008 — 2010
AS, Culinary Arts
East Carolina University - College of Business 1998 — 2002
BSBA, Decision Science: MIS
Wells Fargo November 2013 - Present
Wells Fargo July 2012 - November 2013
Wachovia, A Wells Fargo Company June 2009 - July 2011
Skills
Leadership, Customer Service, Management, Research, Coaching, Process Improvement, Microsoft Office, Customer Satisfaction, Call Center
Education
Johnson and Wales University 2008 — 2010
AS, Culinary Arts
East Carolina University - College of Business 1998 — 2002
BSBA, Decision Science: MIS
Jonathan Hopson's Wachovia, A Wells Fargo Company Experience January 2008 - January 2009
Job Computer Hardware Professional
Industry Computer Hardware
Experience
syngenta 2010 - 2011
Wachovia, A Wells Fargo Company January 2008 - January 2009
Education
ECPI College of Technology
syngenta 2010 - 2011
Wachovia, A Wells Fargo Company January 2008 - January 2009
Education
ECPI College of Technology
Bill Stump's Wachovia, A Wells Fargo Company Experience September 1997 - October 2004
Job Retail Small Business Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2013 - Present
Wells Fargo Bank November 2004 - September 2013
Wachovia, A Wells Fargo Company September 1997 - October 2004
Skills
Strategy, Small Business Lending, Management, Leadership, Risk Management, Banking, Credit, Finance, Team Building, Sales, Coaching, Investments, Loans, Mortgage Lending, Retail Banking, Consumer Lending
Education
Fairleigh Dickinson University 1993 — 1997
Bachelor of Arts, Economics
Wells Fargo October 2013 - Present
Wells Fargo Bank November 2004 - September 2013
Wachovia, A Wells Fargo Company September 1997 - October 2004
Skills
Strategy, Small Business Lending, Management, Leadership, Risk Management, Banking, Credit, Finance, Team Building, Sales, Coaching, Investments, Loans, Mortgage Lending, Retail Banking, Consumer Lending
Education
Fairleigh Dickinson University 1993 — 1997
Bachelor of Arts, Economics
Barbara Lindsey's Wachovia, A Wells Fargo Company Experience November 2003 - May 2007
Job Customer Sales Representative at Verizon Telecommunications
Industry Utilities
Experience
Wachovia, A Wells Fargo Company November 2003 - May 2007
Verizon Telecommunications February 1969 - May 2001
Skills
Microsoft Office 2007
Education
Essex County College 2008 — 2010
Business, Business Management
Wachovia, A Wells Fargo Company November 2003 - May 2007
Verizon Telecommunications February 1969 - May 2001
Skills
Microsoft Office 2007
Education
Essex County College 2008 — 2010
Business, Business Management
Ginger Lacefield's Wachovia, A Wells Fargo Company Experience 2003 - 2004
Job Family Coordinator
Industry Individual & Family Services
Experience
Wachovia, A Wells Fargo Company 2003 - 2004
Skills
Public Speaking, Non-profits
Education
East Carolina University - College of Business 2000 — 2002
BSBA Business, Administration and Marketing
Wachovia, A Wells Fargo Company 2003 - 2004
Skills
Public Speaking, Non-profits
Education
East Carolina University - College of Business 2000 — 2002
BSBA Business, Administration and Marketing
anaira gomez's Wachovia, A Wells Fargo Company Experience 2011 - 2012
Job Banking Professional
Industry Banking
Experience
Wachovia, A Wells Fargo Company 2011 - 2012
Skills
Banking, Clerical Skills, Customer Service, Accounts Payable, Accounts Receivable
Education
Eastern University 2010 — 2012
Accounting and Business/Management
Wachovia, A Wells Fargo Company 2011 - 2012
Skills
Banking, Clerical Skills, Customer Service, Accounts Payable, Accounts Receivable
Education
Eastern University 2010 — 2012
Accounting and Business/Management
Aracelis RODRIGUEZ's Wachovia, A Wells Fargo Company Experience 2001 - 2012
Job Bussiness Management
Industry Construction
Experience
Wachovia, A Wells Fargo Company 2001 - 2012
Education
Everest University-South Orlando 2007 — 2009
Associate of Science (A.S.), Criminal Justice/Police Science, 3.0
Wachovia, A Wells Fargo Company 2001 - 2012
Education
Everest University-South Orlando 2007 — 2009
Associate of Science (A.S.), Criminal Justice/Police Science, 3.0
Jennifer Gurrola's Wachovia, A Wells Fargo Company Experience November 2000 - Present
Job Teller Supervisor at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company November 2000 - Present
Vons September 1999 - October 2000
Skills
Sales Management, Teller Operations, Commercial Banking, Customer Service..., Customer Service, Customer Satisfaction, Money Management, Retail Banking, Leadership Trainer
Education
East Los Angeles College 2005 — 2006
Liberal Arts and Sciences/Liberal Studies
Rosemead High School 1995 — 1999
High School Diploma, General Education
Wachovia, A Wells Fargo Company November 2000 - Present
Vons September 1999 - October 2000
Skills
Sales Management, Teller Operations, Commercial Banking, Customer Service..., Customer Service, Customer Satisfaction, Money Management, Retail Banking, Leadership Trainer
Education
East Los Angeles College 2005 — 2006
Liberal Arts and Sciences/Liberal Studies
Rosemead High School 1995 — 1999
High School Diploma, General Education
Beverly Ortiz's Wachovia, A Wells Fargo Company Experience March 2012 - Present
Job Personal Banker at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company March 2012 - Present
PNC December 2008 - March 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Typing, Lotus Notes, Customer Service, Problem Solving, Retail Banking, Administrative...
Education
Essex County College
Still attending, Criminal Justice
Wachovia, A Wells Fargo Company March 2012 - Present
PNC December 2008 - March 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Typing, Lotus Notes, Customer Service, Problem Solving, Retail Banking, Administrative...
Education
Essex County College
Still attending, Criminal Justice