Wachovia, A Wells Fargo Company
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Wachovia, A Wells Fargo Company Employees
Employee
Years
Job
Industry
Keith Wilson Keith Wilson's Wachovia, A Wells Fargo Company Experience 1994 - 1997
Job Board Chairman, Charlotte Family Housing
Industry Nonprofit Organization Management
Experience
Charlotte Family Housing 2008 - Present
Hubbell Consulting, LLC October 2012 - December 2013
Mercer 1997 - 2011
Wachovia, A Wells Fargo Company 1994 - 1997
Towers Watson 1985 - 1994
Mercer 1980 - 1985
Skills
Executive Management, Client Relationship..., HR Consulting, CRM, Executive Pay, Employee Benefits, Deferred Compensation, Consulting, Human Resources, Pensions, Organizational Design, Defined Benefit, Nonprofits, Benefits Administration, Organizational..., Change Management, Management Consulting, Leadership
Education
Georgia State University 1977 — 1980
Bachelor of Business Administration, Actuarial Science
Charlotte Family Housing 2008 - Present
Hubbell Consulting, LLC October 2012 - December 2013
Mercer 1997 - 2011
Wachovia, A Wells Fargo Company 1994 - 1997
Towers Watson 1985 - 1994
Mercer 1980 - 1985
Skills
Executive Management, Client Relationship..., HR Consulting, CRM, Executive Pay, Employee Benefits, Deferred Compensation, Consulting, Human Resources, Pensions, Organizational Design, Defined Benefit, Nonprofits, Benefits Administration, Organizational..., Change Management, Management Consulting, Leadership
Education
Georgia State University 1977 — 1980
Bachelor of Business Administration, Actuarial Science
Vincent Copeland , MBA Vincent Copeland , MBA's Wachovia, A Wells Fargo Company Experience March 2003 - September 2004
Job American Airlines Hub Structures Senior Analyst
Industry Aviation & Aerospace
Experience
American Airlines April 2015 - Present
BCD Travel August 2014 - March 2015
Davis Brothers Construction January 2013 - July 2014
Delta Air Lines October 2007 - October 2012
Delta Air Lines November 2004 - October 2007
Wachovia, A Wells Fargo Company March 2003 - September 2004
Skills
Strategy, Airline Management, Forecasting, Strategic Planning, Business Development, Business Analysis, Market Analysis, International Business, Microsoft Excel, Microsoft Office, Spanish, Public Speaking, Public Relations, Cross-functional Team..., Managerial Finance, Budgets, Customer Service, Operations Management, Management, Leadership, Analysis, Process Improvement, Program Management
Education
Georgia State University - J. Mack Robinson College of Business 2012 — 2014
MBA, International Business
Morehouse College 2000 — 2006
Business Administration, Management
American Airlines April 2015 - Present
BCD Travel August 2014 - March 2015
Davis Brothers Construction January 2013 - July 2014
Delta Air Lines October 2007 - October 2012
Delta Air Lines November 2004 - October 2007
Wachovia, A Wells Fargo Company March 2003 - September 2004
Skills
Strategy, Airline Management, Forecasting, Strategic Planning, Business Development, Business Analysis, Market Analysis, International Business, Microsoft Excel, Microsoft Office, Spanish, Public Speaking, Public Relations, Cross-functional Team..., Managerial Finance, Budgets, Customer Service, Operations Management, Management, Leadership, Analysis, Process Improvement, Program Management
Education
Georgia State University - J. Mack Robinson College of Business 2012 — 2014
MBA, International Business
Morehouse College 2000 — 2006
Business Administration, Management
Brian Riggins Brian Riggins's Wachovia, A Wells Fargo Company Experience 2001 - 2004
Job Banker
Industry Banking
Experience
Regions Financial Corporation December 2014 - Present
SunTrust Bank November 2013 - October 2014
Embassy National Bank June 2007 - January 2009
BB&T July 2004 - May 2007
Wachovia, A Wells Fargo Company 2001 - 2004
Hansgrohe 1999 - 2001
Campbell Hausfeld 1996 - 1999
Skills
Investments, Life Insurance, Debt Elimination, Credit Monitoring, Loans, Fixed Annuities, Commercial Lending, Financial Services, Retirement, Insurance, Credit, Banking, Financial Analysis, Commercial Banking, Sales, Small Business Lending
Education
Georgia Southern University 1987 — 1992
BBS, Marketing
Redan High School 1984 — 1987
Regions Financial Corporation December 2014 - Present
SunTrust Bank November 2013 - October 2014
Embassy National Bank June 2007 - January 2009
BB&T July 2004 - May 2007
Wachovia, A Wells Fargo Company 2001 - 2004
Hansgrohe 1999 - 2001
Campbell Hausfeld 1996 - 1999
Skills
Investments, Life Insurance, Debt Elimination, Credit Monitoring, Loans, Fixed Annuities, Commercial Lending, Financial Services, Retirement, Insurance, Credit, Banking, Financial Analysis, Commercial Banking, Sales, Small Business Lending
Education
Georgia Southern University 1987 — 1992
BBS, Marketing
Redan High School 1984 — 1987
Elizabeth Gordon Elizabeth Gordon's Wachovia, A Wells Fargo Company Experience 2006 - 2007
Job Management Consultant at Midtown Consulting Group
Industry Information Technology and Services
Experience
Midtown Consulting Group June 2013 - Present
Flourishing Business, LLC May 2005 - Present
Burr & Forman LLP January 2012 - May 2013
The Chic Entrepreneur May 2008 - May 2008
Wachovia, A Wells Fargo Company 2006 - 2007
The Hackett Group 2003 - 2005
Arrow Electronics 2001 - 2003
McMaster-Carr 2000 - 2001
Accenture September 1998 - September 2000
Salomon Smith Barney 1998 - 1998
Skills
Financial Services, Change Management, Management Consulting, Entrepreneur, Strategic Planning, Marketing, Public Speaking, Process Improvement, Entrepreneurship, Strategy, Business Strategy, Strategic Partnerships, Marketing Strategy, Management, Budgets, Training, Project Management, Program Management, Leadership, Business Development, Mergers & Acquisitions, Cross-functional Team..., Analysis, E-commerce, Consulting
Education
Georgia State University 2002 — 2005
MS
Wake Forest University 1994 — 1998
BS
Midtown Consulting Group June 2013 - Present
Flourishing Business, LLC May 2005 - Present
Burr & Forman LLP January 2012 - May 2013
The Chic Entrepreneur May 2008 - May 2008
Wachovia, A Wells Fargo Company 2006 - 2007
The Hackett Group 2003 - 2005
Arrow Electronics 2001 - 2003
McMaster-Carr 2000 - 2001
Accenture September 1998 - September 2000
Salomon Smith Barney 1998 - 1998
Skills
Financial Services, Change Management, Management Consulting, Entrepreneur, Strategic Planning, Marketing, Public Speaking, Process Improvement, Entrepreneurship, Strategy, Business Strategy, Strategic Partnerships, Marketing Strategy, Management, Budgets, Training, Project Management, Program Management, Leadership, Business Development, Mergers & Acquisitions, Cross-functional Team..., Analysis, E-commerce, Consulting
Education
Georgia State University 2002 — 2005
MS
Wake Forest University 1994 — 1998
BS
Ashley Humphries's Wachovia, A Wells Fargo Company Experience March 2006 - October 2007
Job Legal Assistant at Setliff Law Firm
Industry Real Estate
Experience
Setliff Law Firm January 2014 - Present
Steve Jackson Games 2008 - Present
Arges Law Firm August 2009 - December 2013
SRA International April 2009 - May 2009
The Joe Mitchell Team of Keller Williams October 2007 - July 2008
Wachovia, A Wells Fargo Company March 2006 - October 2007
The Savior's Touch Christian Bookstore August 2003 - January 2006
Skills
Microsoft Excel, Accounts Payable, Real Estate Transactions, Sellers, Customer Service, Data Entry, Microsoft Word, Training, Databases, Negotiation, Loans, Customer Satisfaction, Sales, Program Management
Education
Georgia College and State University 2003 — 2005
BBA, General Business
Mercer University 2002 — 2003
Core Studies, Christianity, Business
Wilkinson County High School 1997 — 2001
Setliff Law Firm January 2014 - Present
Steve Jackson Games 2008 - Present
Arges Law Firm August 2009 - December 2013
SRA International April 2009 - May 2009
The Joe Mitchell Team of Keller Williams October 2007 - July 2008
Wachovia, A Wells Fargo Company March 2006 - October 2007
The Savior's Touch Christian Bookstore August 2003 - January 2006
Skills
Microsoft Excel, Accounts Payable, Real Estate Transactions, Sellers, Customer Service, Data Entry, Microsoft Word, Training, Databases, Negotiation, Loans, Customer Satisfaction, Sales, Program Management
Education
Georgia College and State University 2003 — 2005
BBA, General Business
Mercer University 2002 — 2003
Core Studies, Christianity, Business
Wilkinson County High School 1997 — 2001
Paula Govers, PMP CSM Paula Govers, PMP CSM's Wachovia, A Wells Fargo Company Experience October 2007 - December 2008
Job Program Manager Looking for next opportunity!
Industry Financial Services
Experience
Retreat Capital Management Group December 2011 - May 2013
Fannie Mae July 2011 - November 2011
Wells Fargo Home Mortgage February 2010 - July 2011
Wachovia, A Wells Fargo Company October 2007 - December 2008
USAA December 2006 - October 2007
USAA April 2004 - November 2006
J Sainsbury plc April 2002 - May 2003
Scudder Kemper Investments 1999 - 2001
Skills
Program Management, PMO, Project Portfolio..., Project Management, Agile Methodologies, Software Documentation, Requirements Management, Business Process..., Process Engineering, Six Sigma, Access, SDLC, PMP, Vendor Management, Business Analysis, Process Improvement, Requirements Gathering, Requirements Analysis, Risk Management, SharePoint, Visio, MS Project, Leadership, Management, Integration, Change Management, Strategy, Business Process, Project Delivery, Business Requirements, Resource Management
Education
George Mason University 1992 — 1996
BA, Communications
George Mason University 1992 — 1996
Bachelor's Degree, Business/Corporate Communications and Public Relations
Retreat Capital Management Group December 2011 - May 2013
Fannie Mae July 2011 - November 2011
Wells Fargo Home Mortgage February 2010 - July 2011
Wachovia, A Wells Fargo Company October 2007 - December 2008
USAA December 2006 - October 2007
USAA April 2004 - November 2006
J Sainsbury plc April 2002 - May 2003
Scudder Kemper Investments 1999 - 2001
Skills
Program Management, PMO, Project Portfolio..., Project Management, Agile Methodologies, Software Documentation, Requirements Management, Business Process..., Process Engineering, Six Sigma, Access, SDLC, PMP, Vendor Management, Business Analysis, Process Improvement, Requirements Gathering, Requirements Analysis, Risk Management, SharePoint, Visio, MS Project, Leadership, Management, Integration, Change Management, Strategy, Business Process, Project Delivery, Business Requirements, Resource Management
Education
George Mason University 1992 — 1996
BA, Communications
George Mason University 1992 — 1996
Bachelor's Degree, Business/Corporate Communications and Public Relations
Andrew Frawley's Wachovia, A Wells Fargo Company Experience April 2002 - May 2008
Job Managing Director
Industry Investment Banking
Experience
KeyBanc Capital Markets May 2008 - Present
Wachovia, A Wells Fargo Company April 2002 - May 2008
Deutsche Bank Alex. Brown May 1999 - March 2002
Prudential Financial September 1995 - July 1997
Deloitte & Touche July 1993 - August 1995
Skills
Certified Public..., Series 7 and 63 licensed, Private Equity, Trustee, Investment Banking, Capital Markets, Valuation, LBO, Financial Modeling, Equities, Private Placements, Corporate Finance, Mergers & Acquisitions, Leveraged Finance, Due Diligence, Corporate Development, Venture Capital, Financial Analysis
Education
Indiana University - Kelley School of Business 1997 — 1999
MBA, Finance
Georgetown University 1989 — 1993
BSBA, Accounting
KeyBanc Capital Markets May 2008 - Present
Wachovia, A Wells Fargo Company April 2002 - May 2008
Deutsche Bank Alex. Brown May 1999 - March 2002
Prudential Financial September 1995 - July 1997
Deloitte & Touche July 1993 - August 1995
Skills
Certified Public..., Series 7 and 63 licensed, Private Equity, Trustee, Investment Banking, Capital Markets, Valuation, LBO, Financial Modeling, Equities, Private Placements, Corporate Finance, Mergers & Acquisitions, Leveraged Finance, Due Diligence, Corporate Development, Venture Capital, Financial Analysis
Education
Indiana University - Kelley School of Business 1997 — 1999
MBA, Finance
Georgetown University 1989 — 1993
BSBA, Accounting
Jeff Dannelly Jeff Dannelly's Wachovia, A Wells Fargo Company Experience 2007 - 2011
Job Vice President at Hancock Bank's Private Bank
Industry Banking
Experience
Hancock Bank September 2013 - Present
Wells Fargo Bank January 2011 - August 2013
Wells Fargo January 2011 - December 2011
Wachovia, A Wells Fargo Company 2007 - 2011
Wachovia Bank January 2004 - 2007
Skills
Loans, Commercial Lending, Small Business Lending, Credit, Private Banking, Investments, Consumer Lending, Relationship Management, Business Relationship..., Banking, Credit Analysis, Cross Selling, Lines Of Credit, Retail Banking, Commercial Banking
Education
Georgia State University - J. Mack Robinson College of Business
MBA, Business
University of Florida 1997 — 2000
BS, Public Relations
Hancock Bank September 2013 - Present
Wells Fargo Bank January 2011 - August 2013
Wells Fargo January 2011 - December 2011
Wachovia, A Wells Fargo Company 2007 - 2011
Wachovia Bank January 2004 - 2007
Skills
Loans, Commercial Lending, Small Business Lending, Credit, Private Banking, Investments, Consumer Lending, Relationship Management, Business Relationship..., Banking, Credit Analysis, Cross Selling, Lines Of Credit, Retail Banking, Commercial Banking
Education
Georgia State University - J. Mack Robinson College of Business
MBA, Business
University of Florida 1997 — 2000
BS, Public Relations
Ashley Rivens Ashley Rivens's Wachovia, A Wells Fargo Company Experience May 2010 - May 2012
Job Database Administrator I at Sonic Automotive
Industry Information Technology and Services
Experience
Sonic Automotive August 2012 - Present
Wachovia, A Wells Fargo Company May 2010 - May 2012
CGI Federal August 2009 - June 2010
Skills
Unix, Java, SQL, Java Enterprise Edition, Oracle, Microsoft SQL Server, Data Warehousing, Business Intelligence, Databases, Disaster Recovery, Servers, Troubleshooting, Windows, Active Directory, PL/SQL, Requirements Analysis, Visual Studio, Testing
Education
Georgia Southern University 2005 — 2009
BS, Computer Science
Auburn University 2004 — 2004
Civil Engineering, Civil Engineering
Sonic Automotive August 2012 - Present
Wachovia, A Wells Fargo Company May 2010 - May 2012
CGI Federal August 2009 - June 2010
Skills
Unix, Java, SQL, Java Enterprise Edition, Oracle, Microsoft SQL Server, Data Warehousing, Business Intelligence, Databases, Disaster Recovery, Servers, Troubleshooting, Windows, Active Directory, PL/SQL, Requirements Analysis, Visual Studio, Testing
Education
Georgia Southern University 2005 — 2009
BS, Computer Science
Auburn University 2004 — 2004
Civil Engineering, Civil Engineering
Kathy Houston Kathy Houston's Wachovia, A Wells Fargo Company Experience 2003 - 2005
Job Regional Security Specialist
Industry Financial Services
Experience
JPMorgan Chase March 2014 - Present
SunTrust Bank October 2012 - March 2014
First Citizens Bank and Trust Company, Inc. September 2005 - April 2012
ASIS International January 2009 - January 2012
Metrotech 2002 - 2012
Wachovia, A Wells Fargo Company 2003 - 2005
Wachovia January 2000 - January 2003
First Union National Bank 1995 - 1997
Coral Gables Federal Savings and Loan November 1984 - July 1995
Skills
Investigations, Physical Security, Loss Prevention, Fraud, Risk, Crisis Management, Fraud Investigations, Risk Assessment, Business Continuity, Security, Compliance, Risk Management, Security Management, Microsoft Office, Word, Excel, Risk Mitigation, PowerPoint, Budgeting, Access Control, Banking, Problem Solving, Corporate Security, Policy, Private Investigations, Microsoft Word, Norkom, Security Training, Asset Protection, Internal Investigations, Investigation, Operational Risk..., CCTV, Risk Analysis, AML, Bank Secrecy Act, Workplace Violence, Operational Risk, Fraud Detection, Outlook, Interrogation, Certified Fraud Examiner, Analysis
Education
Georgia State University
Business, Accounting, General Studies and law
Kennedy & Western University
General Studies/BA
American Bankers Association
Banking Regulations
Control Data Institution 1976 — 1977
Diploma, Software programming
JPMorgan Chase March 2014 - Present
SunTrust Bank October 2012 - March 2014
First Citizens Bank and Trust Company, Inc. September 2005 - April 2012
ASIS International January 2009 - January 2012
Metrotech 2002 - 2012
Wachovia, A Wells Fargo Company 2003 - 2005
Wachovia January 2000 - January 2003
First Union National Bank 1995 - 1997
Coral Gables Federal Savings and Loan November 1984 - July 1995
Skills
Investigations, Physical Security, Loss Prevention, Fraud, Risk, Crisis Management, Fraud Investigations, Risk Assessment, Business Continuity, Security, Compliance, Risk Management, Security Management, Microsoft Office, Word, Excel, Risk Mitigation, PowerPoint, Budgeting, Access Control, Banking, Problem Solving, Corporate Security, Policy, Private Investigations, Microsoft Word, Norkom, Security Training, Asset Protection, Internal Investigations, Investigation, Operational Risk..., CCTV, Risk Analysis, AML, Bank Secrecy Act, Workplace Violence, Operational Risk, Fraud Detection, Outlook, Interrogation, Certified Fraud Examiner, Analysis
Education
Georgia State University
Business, Accounting, General Studies and law
Kennedy & Western University
General Studies/BA
American Bankers Association
Banking Regulations
Control Data Institution 1976 — 1977
Diploma, Software programming
Michelle Darby Michelle Darby's Wachovia, A Wells Fargo Company Experience October 2006 - February 2009
Job Program Project Manager at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo November 2012 - Present
Wells Fargo February 2011 - November 2012
Wells Fargo March 2009 - March 2011
Wachovia, A Wells Fargo Company October 2006 - February 2009
Wachovia, A Wells Fargo Company August 1999 - October 2006
Wells Fargo April 1997 - May 1999
Wells Fargo April 1996 - March 1997
Dime Community Bancshares 1994 - 1996
North American Mortgage Company 1993 - 1994
Resource Bancshares Mortgage Group 1992 - 1993
Skills
Program Management, Project Management, PMP, Leadership, Management, Analysis, Banking, Strategic Planning, Financial Services, Business Requirements, Mergers & Acquisitions, Mortgage Lending
Education
Western Carolina University 2004 — 2006
MPM, Project Management
Georgetown University 1988 — 1992
BSFS, International Economics
Wells Fargo November 2012 - Present
Wells Fargo February 2011 - November 2012
Wells Fargo March 2009 - March 2011
Wachovia, A Wells Fargo Company October 2006 - February 2009
Wachovia, A Wells Fargo Company August 1999 - October 2006
Wells Fargo April 1997 - May 1999
Wells Fargo April 1996 - March 1997
Dime Community Bancshares 1994 - 1996
North American Mortgage Company 1993 - 1994
Resource Bancshares Mortgage Group 1992 - 1993
Skills
Program Management, Project Management, PMP, Leadership, Management, Analysis, Banking, Strategic Planning, Financial Services, Business Requirements, Mergers & Acquisitions, Mortgage Lending
Education
Western Carolina University 2004 — 2006
MPM, Project Management
Georgetown University 1988 — 1992
BSFS, International Economics
Armin Heremic Armin Heremic's Wachovia, A Wells Fargo Company Experience July 2006 - July 2010
Job Federal Account Manager at Govplace
Industry Information Technology and Services
Experience
Govplace July 2012 - Present
Current Analysis July 2010 - July 2012
Wachovia, A Wells Fargo Company July 2006 - July 2010
Jos. A. Bank Clothiers July 2002 - July 2006
Skills
Market Research, Sales Management, Customer Relations, Customer Service, Competitive Analysis, New Business Development, Telecommunications, Account Management, Online Marketing, Email Marketing, Social Media Marketing, Federal Government, Leadership, Direct Sales, Sales Process, Project Management, Salesforce.com, Budgets, Cloud Computing, Enterprise Software, Management, Solution Selling
Education
George Mason University 2004 — 2008
B.S. in Management, School of Management
Govplace July 2012 - Present
Current Analysis July 2010 - July 2012
Wachovia, A Wells Fargo Company July 2006 - July 2010
Jos. A. Bank Clothiers July 2002 - July 2006
Skills
Market Research, Sales Management, Customer Relations, Customer Service, Competitive Analysis, New Business Development, Telecommunications, Account Management, Online Marketing, Email Marketing, Social Media Marketing, Federal Government, Leadership, Direct Sales, Sales Process, Project Management, Salesforce.com, Budgets, Cloud Computing, Enterprise Software, Management, Solution Selling
Education
George Mason University 2004 — 2008
B.S. in Management, School of Management
Katherine Hatcher Katherine Hatcher's Wachovia, A Wells Fargo Company Experience 1992 - 2010
Job Banking Professional/ Sales
Industry Banking
Experience
Image Source/Xerox July 2012 - Present
Wells Fargo January 1999 - December 2012
Wells Fargo Bank January 1992 - December 2010
Wachovia, A Wells Fargo Company 1992 - 2010
Wachovia January 1998 - January 1999
First Union January 1996 - January 1998
WELLSFARGO BANK January 1995 - January 1996
First Union January 1994 - January 1995
First Union January 1992 - January 1994
Skills
Loans, Retail Banking, Investments, Credit Analysis, Mutual Funds, Business Development, Insurance, Financial Services, Sales, Branch Banking, Customer Service, Marketing Strategy, Sales Process, Credit, Mortgage Lending, Banking, Commercial Lending, Small Business Lending, Consumer Lending, Commercial Banking, Phone sales, Cross Selling, Finance, Telemarketing, Cold Calling
Education
Golden West College
Image Source/Xerox July 2012 - Present
Wells Fargo January 1999 - December 2012
Wells Fargo Bank January 1992 - December 2010
Wachovia, A Wells Fargo Company 1992 - 2010
Wachovia January 1998 - January 1999
First Union January 1996 - January 1998
WELLSFARGO BANK January 1995 - January 1996
First Union January 1994 - January 1995
First Union January 1992 - January 1994
Skills
Loans, Retail Banking, Investments, Credit Analysis, Mutual Funds, Business Development, Insurance, Financial Services, Sales, Branch Banking, Customer Service, Marketing Strategy, Sales Process, Credit, Mortgage Lending, Banking, Commercial Lending, Small Business Lending, Consumer Lending, Commercial Banking, Phone sales, Cross Selling, Finance, Telemarketing, Cold Calling
Education
Golden West College
Jessica Baker's Wachovia, A Wells Fargo Company Experience February 2009 - March 2011
Job Business Relationship Manager, AVP at PNC
Industry Financial Services
Experience
PNC May 2013 - Present
Capital One June 2012 - May 2013
The Mergis Group, A Randstad Company April 2011 - March 2012
Wachovia, A Wells Fargo Company February 2009 - March 2011
Wachovia, A Wells Fargo Company May 2007 - March 2011
Education
West Virginia University 2001 — 2005
B.A., Economics, Business Administration
Grand Canyon University 2011 — 2013
Master of Business Administration (MBA), Finance, Leadership
Georgetown University 2015 — 2016
Continuing Education, CFP Program, Financial Planning
PNC May 2013 - Present
Capital One June 2012 - May 2013
The Mergis Group, A Randstad Company April 2011 - March 2012
Wachovia, A Wells Fargo Company February 2009 - March 2011
Wachovia, A Wells Fargo Company May 2007 - March 2011
Education
West Virginia University 2001 — 2005
B.A., Economics, Business Administration
Grand Canyon University 2011 — 2013
Master of Business Administration (MBA), Finance, Leadership
Georgetown University 2015 — 2016
Continuing Education, CFP Program, Financial Planning
Jason Tham Jason Tham's Wachovia, A Wells Fargo Company Experience June 2012 - June 2013
Job Banking
Industry Banking
Experience
Apple Federal Credit Union August 2013 - Present
Wachovia, A Wells Fargo Company June 2012 - June 2013
Capital One January 2006 - April 2012
Skills
Banking, Consumer Lending, Credit
Education
George Mason University 2004 — 2006
School of management, Marketing
Northern Virginia Community College 2003 — 2005
Associate's degree, General Studies
George Mason University
School of management, Marketing
Apple Federal Credit Union August 2013 - Present
Wachovia, A Wells Fargo Company June 2012 - June 2013
Capital One January 2006 - April 2012
Skills
Banking, Consumer Lending, Credit
Education
George Mason University 2004 — 2006
School of management, Marketing
Northern Virginia Community College 2003 — 2005
Associate's degree, General Studies
George Mason University
School of management, Marketing
Ana Maria Ponce Bernet Ana Maria Ponce Bernet's Wachovia, A Wells Fargo Company Experience January 2004 - March 2005
Job Senior Financial Consultant at Bernet Technologies
Industry Computer & Network Security
Experience
Bernet Technologies April 2010 - Present
Digital Services America May 2007 - February 2010
BB&T March 2004 - May 2005
Wachovia, A Wells Fargo Company January 2004 - March 2005
Skills
Banking, Project Management, Management, Finance, Risk Management, Analysis, Portfolio Management, Budgets, New Business Development, Sales, Investments, Financial Services, Sales Process, Coaching, Internal Controls, Time Management, Networking, Policy, Cross Selling, Proposal Writing, CRM, Strategic Planning, Business Strategy
Education
George Mason University
Business and Management
Universidad Catolica Boliviana
Bachelor of Business Administration (BBA)
Universidad Mayor de San Andrés
Bachelor of Business Administration (B.B.A.), Economics
Instituto Americano - La Paz , Bolivia
High School Diploma
Bernet Technologies April 2010 - Present
Digital Services America May 2007 - February 2010
BB&T March 2004 - May 2005
Wachovia, A Wells Fargo Company January 2004 - March 2005
Skills
Banking, Project Management, Management, Finance, Risk Management, Analysis, Portfolio Management, Budgets, New Business Development, Sales, Investments, Financial Services, Sales Process, Coaching, Internal Controls, Time Management, Networking, Policy, Cross Selling, Proposal Writing, CRM, Strategic Planning, Business Strategy
Education
George Mason University
Business and Management
Universidad Catolica Boliviana
Bachelor of Business Administration (BBA)
Universidad Mayor de San Andrés
Bachelor of Business Administration (B.B.A.), Economics
Instituto Americano - La Paz , Bolivia
High School Diploma
Mark Cloud Mark Cloud's Wachovia, A Wells Fargo Company Experience August 2006 - August 2010
Job Senior Retirement Counselor at ADP Retirement Services
Industry Financial Services
Experience
ADP Retirement Services May 2014 - Present
National Rural Electric Cooperative Association October 2013 - April 2014
Cloud Asset Management, LLC August 2010 - September 2013
Wachovia, A Wells Fargo Company August 2006 - August 2010
NADART December 2000 - January 2006
Skills
Business Plans, Investment Reviews, Employee Education, Cient Relationship..., Generating New Business..., 401(k) Fee Disclosure, Investments, Retirement Planning, Relationship Management, Series 63, Series 6, IRAs, Life Insurance, Fixed Annuities, Defined Benefit, Retirement Plan..., Asset Allocation, Mutual Funds, Investment Advisory, Business Planning, Insurance, Asset Management, Financial Advisory, Financial Services, Pensions, Qualified Retirement..., Employee Benefits, Portfolio Management, Investment Management, Investment Strategies, Risk Management, 401k, FINRA, Retirement, Defined Contribution, Benefits Administration, Pension Funds, New Hire Orientations, Executive Pay, ERISA, Financial Planning, Securities
Education
George Mason University
B.S. Public Administration
ADP Retirement Services May 2014 - Present
National Rural Electric Cooperative Association October 2013 - April 2014
Cloud Asset Management, LLC August 2010 - September 2013
Wachovia, A Wells Fargo Company August 2006 - August 2010
NADART December 2000 - January 2006
Skills
Business Plans, Investment Reviews, Employee Education, Cient Relationship..., Generating New Business..., 401(k) Fee Disclosure, Investments, Retirement Planning, Relationship Management, Series 63, Series 6, IRAs, Life Insurance, Fixed Annuities, Defined Benefit, Retirement Plan..., Asset Allocation, Mutual Funds, Investment Advisory, Business Planning, Insurance, Asset Management, Financial Advisory, Financial Services, Pensions, Qualified Retirement..., Employee Benefits, Portfolio Management, Investment Management, Investment Strategies, Risk Management, 401k, FINRA, Retirement, Defined Contribution, Benefits Administration, Pension Funds, New Hire Orientations, Executive Pay, ERISA, Financial Planning, Securities
Education
George Mason University
B.S. Public Administration
Matt Herndon, CPA's Wachovia, A Wells Fargo Company Experience 1994 - 1997
Job Chief Financial Officer at Momar, Inc.
Industry Accounting
Experience
Momar, Inc. September 2014 - Present
LMO LLC April 2008 - August 2014
Iron Gate Capital 2006 - 2007
Buy Smart Inc 2002 - 2005
NEC 2001 - 2002
Nortel 1998 - 2001
Wachovia, A Wells Fargo Company 1994 - 1997
Skills
Accounting, Internal Controls, Forecasting, Internal Audit, Strategic Financial..., CPA, Banking, Cash Management, ERP Implementations, Small Business
Education
Georgia State University - J. Mack Robinson College of Business 1996 — 1997
MBA, Accounting & Real Estate
Texas Christian University - M.J. Neeley School of Business 1989 — 1993
BBA, Finance
Momar, Inc. September 2014 - Present
LMO LLC April 2008 - August 2014
Iron Gate Capital 2006 - 2007
Buy Smart Inc 2002 - 2005
NEC 2001 - 2002
Nortel 1998 - 2001
Wachovia, A Wells Fargo Company 1994 - 1997
Skills
Accounting, Internal Controls, Forecasting, Internal Audit, Strategic Financial..., CPA, Banking, Cash Management, ERP Implementations, Small Business
Education
Georgia State University - J. Mack Robinson College of Business 1996 — 1997
MBA, Accounting & Real Estate
Texas Christian University - M.J. Neeley School of Business 1989 — 1993
BBA, Finance
Daniel Click Daniel Click's Wachovia, A Wells Fargo Company Experience October 2009 - February 2011
Job Systems QA Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2013 - Present
BB&T November 2012 - August 2013
Wells Fargo January 2012 - November 2012
pack 33 June 2011 - May 2012
TIAA-CEFF August 2011 - December 2011
Wachovia, A Wells Fargo Company October 2009 - February 2011
Wachovia May 2006 - July 2009
Keane March 1998 - April 2006
IDC, Inc. September 1997 - February 1998
McGuffey's Restaurants, Inc. November 1990 - September 1997
Skills
Quality Assurance, COBOL, Data Analysis, Quality Center, Software Quality..., Mainframe, Visual Basic, Business Analysis, Software Quality, Requirements Analysis, JavaScript, Informatics, Information Analysis, Information Gathering, Testing, Usability Testing, Test Planning, Performance Testing, Systems Analysis, SharePoint, Agile Methodologies, SDLC, Business Requirements, Analysis, User Acceptance Testing, Integration Testing, Requirements Gathering, Visio, Waterfall, Java, System Testing, Regression Testing, JCL, Defect Tracking, Test Cases, Software Documentation, Software Project..., Test Strategy
Education
Montreat College 2006 — 2008
BBA
University of Tennessee-Knoxville 1990 — 1991
Northern Virginia Community College 1982 — 1988
AS
Gettysburg College 1981 — 1982
Wells Fargo August 2013 - Present
BB&T November 2012 - August 2013
Wells Fargo January 2012 - November 2012
pack 33 June 2011 - May 2012
TIAA-CEFF August 2011 - December 2011
Wachovia, A Wells Fargo Company October 2009 - February 2011
Wachovia May 2006 - July 2009
Keane March 1998 - April 2006
IDC, Inc. September 1997 - February 1998
McGuffey's Restaurants, Inc. November 1990 - September 1997
Skills
Quality Assurance, COBOL, Data Analysis, Quality Center, Software Quality..., Mainframe, Visual Basic, Business Analysis, Software Quality, Requirements Analysis, JavaScript, Informatics, Information Analysis, Information Gathering, Testing, Usability Testing, Test Planning, Performance Testing, Systems Analysis, SharePoint, Agile Methodologies, SDLC, Business Requirements, Analysis, User Acceptance Testing, Integration Testing, Requirements Gathering, Visio, Waterfall, Java, System Testing, Regression Testing, JCL, Defect Tracking, Test Cases, Software Documentation, Software Project..., Test Strategy
Education
Montreat College 2006 — 2008
BBA
University of Tennessee-Knoxville 1990 — 1991
Northern Virginia Community College 1982 — 1988
AS
Gettysburg College 1981 — 1982
Dirk Ledford Dirk Ledford's Wachovia, A Wells Fargo Company Experience January 2010 - August 2011
Job Private Banking Relationship Manager at Community & Southern Bank
Industry Banking
Experience
Community & Southern Bank March 2015 - Present
JPMorgan Chase July 2013 - March 2015
Midtown Bank & Trust Company August 2011 - June 2013
Wachovia, A Wells Fargo Company January 2010 - August 2011
Wachovia February 2007 - January 2010
Wachovia, A Wells Fargo Company January 2004 - February 2007
In-Zone Brands 2001 - 2003
Reynolds Plantation 1998 - 2001
Skills
Credit, Loans, Banking, Cash Management, Commercial Banking, Commercial Lending, New Business Development, Small Business Lending, Credit Analysis, Financial Analysis, Portfolio Management, Underwriting, Real Estate, Investments, Small Business, Private Banking, Retail Banking, Lines Of Credit, SBA, Asset Based Lending, Finance, Mergers & Acquisitions, Mortgage Lending, Commercial Mortgages, Loan Origination
Education
Georgia College and State University 1997 — 2001
Bachelor of Business Administration (BBA), Economics
Community & Southern Bank March 2015 - Present
JPMorgan Chase July 2013 - March 2015
Midtown Bank & Trust Company August 2011 - June 2013
Wachovia, A Wells Fargo Company January 2010 - August 2011
Wachovia February 2007 - January 2010
Wachovia, A Wells Fargo Company January 2004 - February 2007
In-Zone Brands 2001 - 2003
Reynolds Plantation 1998 - 2001
Skills
Credit, Loans, Banking, Cash Management, Commercial Banking, Commercial Lending, New Business Development, Small Business Lending, Credit Analysis, Financial Analysis, Portfolio Management, Underwriting, Real Estate, Investments, Small Business, Private Banking, Retail Banking, Lines Of Credit, SBA, Asset Based Lending, Finance, Mergers & Acquisitions, Mortgage Lending, Commercial Mortgages, Loan Origination
Education
Georgia College and State University 1997 — 2001
Bachelor of Business Administration (BBA), Economics
Lauren (Petters) Cheatham Lauren (Petters) Cheatham's Wachovia, A Wells Fargo Company Experience 2000 - 2003
Job Counselor at The Barnabas Center
Industry Nonprofit Organization Management
Experience
The Barnabas Center May 2007 - Present
Central Piedmont Community College 2006 - 2008
Wachovia, A Wells Fargo Company 2000 - 2003
Education
Gordon Conwell Theological Seminary 2001 — 2006
M.A., Counseling
The University of Georgia 1993 — 1997
BA, Psychology
The Barnabas Center May 2007 - Present
Central Piedmont Community College 2006 - 2008
Wachovia, A Wells Fargo Company 2000 - 2003
Education
Gordon Conwell Theological Seminary 2001 — 2006
M.A., Counseling
The University of Georgia 1993 — 1997
BA, Psychology
Jamal Sanders's Wachovia, A Wells Fargo Company Experience March 2007 - October 2009
Job Administrative Intern/Math Teacher/Asst. AD
Industry Primary/Secondary Education
Experience
Rock Hill School District June 2015 - Present
Chester County School District June 2014 - June 2015
Rock Hill School District June 2013 - June 2014
Chester County School District November 2010 - June 2013
Chester County School District January 2010 - December 2010
Winthrop University College of Business Administration January 2008 - September 2010
Wachovia, a Wells Fargo Company March 2007 - October 2009
BB&T September 2005 - January 2007
Skills
Customer Service, Sales, Teamwork, Finance, Cash Flow, ATM networks, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Coaching, Data Analysis, Public Speaking, Event Planning, Marketing, Teaching, Curriculum Design, Time Management, Management, Leadership Development, Staff Development
Education
Georgia Southern University 2013 — 2015
Master of Education (M.Ed.), Educational Leadership and Administration
Winthrop University 2004 — 2010
BS, Business Administration
Rock Hill School District June 2015 - Present
Chester County School District June 2014 - June 2015
Rock Hill School District June 2013 - June 2014
Chester County School District November 2010 - June 2013
Chester County School District January 2010 - December 2010
Winthrop University College of Business Administration January 2008 - September 2010
Wachovia, a Wells Fargo Company March 2007 - October 2009
BB&T September 2005 - January 2007
Skills
Customer Service, Sales, Teamwork, Finance, Cash Flow, ATM networks, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Coaching, Data Analysis, Public Speaking, Event Planning, Marketing, Teaching, Curriculum Design, Time Management, Management, Leadership Development, Staff Development
Education
Georgia Southern University 2013 — 2015
Master of Education (M.Ed.), Educational Leadership and Administration
Winthrop University 2004 — 2010
BS, Business Administration
Camille Ashley's Wachovia, A Wells Fargo Company Experience February 2010 - June 2010
Job Associate at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. July 2012 - Present
Cowen and Company June 2011 - August 2011
Wachovia, A Wells Fargo Company February 2010 - June 2010
Wachovia, A Wells Fargo Company June 2007 - February 2010
UBS June 2006 - August 2006
Skills
Financial Modeling, Valuation, Investment Banking, Due Diligence, Private Equity, Corporate Finance, Financial Analysis, Capital Markets, LBO, Mergers, DCF, Investments, Mergers & Acquisitions, Fixed Income, Portfolio Management, Entrepreneurship, Venture Capital, Bloomberg, Emerging Markets, Business Valuation, M&A experience
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
MBA
Georgetown University 2003 — 2007
BSFS, magna cum laude, International Relations
St. Paul's School 1999 — 2003
magna cum laude
SYA Spain
Harris Williams & Co. July 2012 - Present
Cowen and Company June 2011 - August 2011
Wachovia, A Wells Fargo Company February 2010 - June 2010
Wachovia, A Wells Fargo Company June 2007 - February 2010
UBS June 2006 - August 2006
Skills
Financial Modeling, Valuation, Investment Banking, Due Diligence, Private Equity, Corporate Finance, Financial Analysis, Capital Markets, LBO, Mergers, DCF, Investments, Mergers & Acquisitions, Fixed Income, Portfolio Management, Entrepreneurship, Venture Capital, Bloomberg, Emerging Markets, Business Valuation, M&A experience
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
MBA
Georgetown University 2003 — 2007
BSFS, magna cum laude, International Relations
St. Paul's School 1999 — 2003
magna cum laude
SYA Spain
Michael Dacey Michael Dacey's Wachovia, A Wells Fargo Company Experience 2007 - 2010
Job VP Business Development at Wells Fargo
Industry Financial Services
Experience
Dacey Consulting Services February 2014 - March 2015
Wells Fargo Bank 2011 - 2014
Wells Fargo Bank 2010 - 2011
Wachovia, A Wells Fargo Company 2007 - 2010
Wachovia Bank 2002 - 2007
Wells Fargo Bank 1997 - 2002
Skills
Small Business Lending, Retail Banking, Commercial Lending, Loans, Banking, Credit, Leadership, Management, Finance
Education
Georgia State University
Marketing & Economics; Atlanta, GA
Orlando College
Commercial Arts Graduate; Orlando, FL
Dacey Consulting Services February 2014 - March 2015
Wells Fargo Bank 2011 - 2014
Wells Fargo Bank 2010 - 2011
Wachovia, A Wells Fargo Company 2007 - 2010
Wachovia Bank 2002 - 2007
Wells Fargo Bank 1997 - 2002
Skills
Small Business Lending, Retail Banking, Commercial Lending, Loans, Banking, Credit, Leadership, Management, Finance
Education
Georgia State University
Marketing & Economics; Atlanta, GA
Orlando College
Commercial Arts Graduate; Orlando, FL
Brad Peyton Brad Peyton's Wachovia, A Wells Fargo Company Experience December 2007 - August 2009
Job Specialty Finance Group at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Wells Fargo June 2013 - July 2015
Georgetown University's McDonough School of Business August 2011 - May 2013
Rockefeller & Co., Inc. June 2012 - August 2012
Wells Fargo August 2009 - July 2011
Wachovia, A Wells Fargo Company December 2007 - August 2009
Education
Georgetown University - The McDonough School of Business 2011 — 2013
MBA, Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 2002 — 2006
BS, Finance
Providence Day
Wells Fargo July 2015 - Present
Wells Fargo June 2013 - July 2015
Georgetown University's McDonough School of Business August 2011 - May 2013
Rockefeller & Co., Inc. June 2012 - August 2012
Wells Fargo August 2009 - July 2011
Wachovia, A Wells Fargo Company December 2007 - August 2009
Education
Georgetown University - The McDonough School of Business 2011 — 2013
MBA, Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 2002 — 2006
BS, Finance
Providence Day
Estelle Simpson Estelle Simpson's Wachovia, A Wells Fargo Company Experience April 2009 - December 2009
Job Project Manager Rights & Permissions at Pearson
Industry Publishing
Experience
Pearson February 2012 - Present
Pearson Education September 2008 - March 2012
DELTA AIRLINES February 1997 - September 2010
Wachovia, A Wells Fargo Company April 2009 - December 2009
Skills
Books, Proofreading, Publishing, Academic Publishing, Content Management, Ebooks, Online Publishing, Content Development
Education
Gordon College (GA) 2001 — 2003
BS, Nurisng/Business
Pearson February 2012 - Present
Pearson Education September 2008 - March 2012
DELTA AIRLINES February 1997 - September 2010
Wachovia, A Wells Fargo Company April 2009 - December 2009
Skills
Books, Proofreading, Publishing, Academic Publishing, Content Management, Ebooks, Online Publishing, Content Development
Education
Gordon College (GA) 2001 — 2003
BS, Nurisng/Business
Scott Poulter-Lindenlauf's Wachovia, A Wells Fargo Company Experience August 2009 - July 2011
Job Experienced banking professional.
Industry Marketing and Advertising
Experience
Wells Fargo May 2015 - Present
Wells Fargo August 2009 - Present
SunTrust Bank August 2012 - July 2013
Wells Fargo Bank June 2011 - August 2012
Wachovia, A Wells Fargo Company August 2009 - July 2011
Wachovia, A Wells Fargo Company 2009 - 2010
Sparkfly 2007 - 2009
Forest Park Middle School February 2007 - June 2007
Pizza Hut January 2003 - January 2007
Skills
Management, Sales, Banking, Sales Management, Loans, Consumer Lending, Credit, Cross Selling, Mortgage Lending, Small Business Lending, Retail Banking, Customer Service, Lines Of Credit, Risk Management, Account Management, Email Marketing, Marketing, Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, Records Management, Operational Risk, Credit Analysis
Education
Georgia Perimeter College 2009 — 2013
Associate of Arts (A.A.)
Wells Fargo May 2015 - Present
Wells Fargo August 2009 - Present
SunTrust Bank August 2012 - July 2013
Wells Fargo Bank June 2011 - August 2012
Wachovia, A Wells Fargo Company August 2009 - July 2011
Wachovia, A Wells Fargo Company 2009 - 2010
Sparkfly 2007 - 2009
Forest Park Middle School February 2007 - June 2007
Pizza Hut January 2003 - January 2007
Skills
Management, Sales, Banking, Sales Management, Loans, Consumer Lending, Credit, Cross Selling, Mortgage Lending, Small Business Lending, Retail Banking, Customer Service, Lines Of Credit, Risk Management, Account Management, Email Marketing, Marketing, Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, Records Management, Operational Risk, Credit Analysis
Education
Georgia Perimeter College 2009 — 2013
Associate of Arts (A.A.)
Kathie Battillo Kathie Battillo's Wachovia, A Wells Fargo Company Experience January 1983 - March 1990
Job Senior Project Mgr at RelayHealth
Industry Hospital & Health Care
Experience
RelayHealth June 2000 - Present
McKesson Corporation 2000 - Present
NDCHealth 2001 - 2005
NDCHealth 2001 - 2005
Ceridian 1995 - 1997
Ceridian 1995 - 1997
Ceridian Employer Services 1995 - 1997
Crawford & Company March 1990 - May 1995
Wachovia, A Wells Fargo Company January 1983 - March 1990
Skills
PMP, ITIL, Requirements Analysis, SDLC, Integration, Visio, Software Documentation, PMO, Process Improvement, Requirements Gathering, Business Analysis, Six Sigma, Project Portfolio..., SharePoint, Business Process..., Software Project..., Vendor Management, Program Management, Business Intelligence, Healthcare Information...
Education
Georgia State University 1977 — 1982
BBA, Information Systems
RelayHealth June 2000 - Present
McKesson Corporation 2000 - Present
NDCHealth 2001 - 2005
NDCHealth 2001 - 2005
Ceridian 1995 - 1997
Ceridian 1995 - 1997
Ceridian Employer Services 1995 - 1997
Crawford & Company March 1990 - May 1995
Wachovia, A Wells Fargo Company January 1983 - March 1990
Skills
PMP, ITIL, Requirements Analysis, SDLC, Integration, Visio, Software Documentation, PMO, Process Improvement, Requirements Gathering, Business Analysis, Six Sigma, Project Portfolio..., SharePoint, Business Process..., Software Project..., Vendor Management, Program Management, Business Intelligence, Healthcare Information...
Education
Georgia State University 1977 — 1982
BBA, Information Systems
Allison B. Milligan, CPA Allison B. Milligan, CPA's Wachovia, A Wells Fargo Company Experience 1989 - 1994
Job Partner at Vann Whipple Milligan, P.C.
Industry Accounting
Experience
Vann Whipple Milligan, P.C. October 2014 - Present
Holland Shipes Vann, P.C. 1997 - October 2014
Smith & Radigan PC 1994 - 1997
Wachovia, A Wells Fargo Company 1989 - 1994
Skills
Accounting, Corporate Tax, Financial Reporting, Financial Accounting, Auditing, Tax Preparation, C-Corp, CPA, Stock Compensation, GAAP, Tax, Tax Research, S Corporations, Financial Analysis, Partnership Taxation, Small Business, Tax Law, Financial Statements, Trusts, Tax Returns, Finance, General Ledger, QuickBooks, Cash Flow, Internal Controls, SEC filings
Education
Georgia State University - J. Mack Robinson College of Business
BBA, Accounting
The University of Georgia
Vann Whipple Milligan, P.C. October 2014 - Present
Holland Shipes Vann, P.C. 1997 - October 2014
Smith & Radigan PC 1994 - 1997
Wachovia, A Wells Fargo Company 1989 - 1994
Skills
Accounting, Corporate Tax, Financial Reporting, Financial Accounting, Auditing, Tax Preparation, C-Corp, CPA, Stock Compensation, GAAP, Tax, Tax Research, S Corporations, Financial Analysis, Partnership Taxation, Small Business, Tax Law, Financial Statements, Trusts, Tax Returns, Finance, General Ledger, QuickBooks, Cash Flow, Internal Controls, SEC filings
Education
Georgia State University - J. Mack Robinson College of Business
BBA, Accounting
The University of Georgia
LAURA CONNOLLY LAURA CONNOLLY's Wachovia, A Wells Fargo Company Experience 1999 - 2003
Job Marketing at The Capacity Group of Companies
Industry Insurance
Experience
The Capacity Group of Companies September 2012 - Present
Brown & Brown May 2007 - May 2009
Henry O. Baker Inc. April 2003 - May 2007
Wachovia, A Wells Fargo Company 1999 - 2003
Skills
Insurance, Property & Casualty..., Underwriting, Commercial Insurance, Casualty, Brokers, Workers Compensation, Professional Liability, Umbrella Insurance, Legal Liability, Health Insurance, Liability, Commercial Lines, Employment Practices..., General Insurance, Life Insurance, Excess, Employee Benefits, Health Savings Accounts, D&O, Disability Insurance
Education
Georgia Southern University 1993 — 1997
Bach of Science, Crim Justice, Psy, Sociology
The Capacity Group of Companies September 2012 - Present
Brown & Brown May 2007 - May 2009
Henry O. Baker Inc. April 2003 - May 2007
Wachovia, A Wells Fargo Company 1999 - 2003
Skills
Insurance, Property & Casualty..., Underwriting, Commercial Insurance, Casualty, Brokers, Workers Compensation, Professional Liability, Umbrella Insurance, Legal Liability, Health Insurance, Liability, Commercial Lines, Employment Practices..., General Insurance, Life Insurance, Excess, Employee Benefits, Health Savings Accounts, D&O, Disability Insurance
Education
Georgia Southern University 1993 — 1997
Bach of Science, Crim Justice, Psy, Sociology
Raj Gopal Raj Gopal's Wachovia, A Wells Fargo Company Experience 2001 - 2009
Job Head of Enterprise Risk Architecture at Bank of the West
Industry Banking
Experience
Bank of the West March 2010 - Present
Wells Fargo 2009 - March 2010
Wachovia, A Wells Fargo Company 2001 - 2009
Wachovia, A Wells Fargo Company 1996 - 2001
Skills
Credit Risk, Risk Management
Education
Harvard Business School 2006 — 2006
Georgia State University - J. Mack Robinson College of Business 1999 — 2000
Georgia State University
M.S; B.B.A, Finance; Accounting
La Salle PJ
Bank of the West March 2010 - Present
Wells Fargo 2009 - March 2010
Wachovia, A Wells Fargo Company 2001 - 2009
Wachovia, A Wells Fargo Company 1996 - 2001
Skills
Credit Risk, Risk Management
Education
Harvard Business School 2006 — 2006
Georgia State University - J. Mack Robinson College of Business 1999 — 2000
Georgia State University
M.S; B.B.A, Finance; Accounting
La Salle PJ
Edwin Binder's Wachovia, A Wells Fargo Company Experience 1999 - 2004
Job Business Process Consultant 2 at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank 2004 - Present
Wells Fargo Bank February 1995 - Present
Wachovia, A Wells Fargo Company 1999 - 2004
Wachovia, A Wells Fargo Company 1995 - 1999
Skills
Six Sigma, Metrics, Analysis, Balanced Scorecard, Continuous Improvement, Business Analysis, Process Improvement, Project Management, Lean Manufacturing, Leadership, Banking, Business Process..., Business Process, Forecasting, Risk Management, Management, SDLC, Vendor Management, Program Management, Financial Services
Education
Georgia State University 1982 — 1984
MBA, Finance
University of South Carolina - The Moore School of Business
BS, Business Administration and Management, General
Wells Fargo Bank 2004 - Present
Wells Fargo Bank February 1995 - Present
Wachovia, A Wells Fargo Company 1999 - 2004
Wachovia, A Wells Fargo Company 1995 - 1999
Skills
Six Sigma, Metrics, Analysis, Balanced Scorecard, Continuous Improvement, Business Analysis, Process Improvement, Project Management, Lean Manufacturing, Leadership, Banking, Business Process..., Business Process, Forecasting, Risk Management, Management, SDLC, Vendor Management, Program Management, Financial Services
Education
Georgia State University 1982 — 1984
MBA, Finance
University of South Carolina - The Moore School of Business
BS, Business Administration and Management, General
Anureet Singh Anureet Singh's Wachovia, A Wells Fargo Company Experience June 2007 - August 2007
Job Doctor of Physical Therapy Candidate
Industry Health, Wellness and Fitness
Experience
Share Our Strength February 2011 - December 2011
Target August 2008 - January 2009
Wachovia, A Wells Fargo Company June 2007 - August 2007
Skills
Customer Service
Education
Howard University 2013 — 2015
Doctor of Physical Therapy Candidate, Physical Therapy/Therapist
George Mason University 2006 — 2010
B.S., Neuroscience
Share Our Strength February 2011 - December 2011
Target August 2008 - January 2009
Wachovia, A Wells Fargo Company June 2007 - August 2007
Skills
Customer Service
Education
Howard University 2013 — 2015
Doctor of Physical Therapy Candidate, Physical Therapy/Therapist
George Mason University 2006 — 2010
B.S., Neuroscience
Jeremy A. Newton, CFP® Jeremy A. Newton, CFP®'s Wachovia, A Wells Fargo Company Experience January 2006 - December 2010
Job Registered Client Associate at UBS
Industry Banking
Experience
UBS April 2015 - Present
SunTrust Bank June 2011 - April 2015
PNC December 2010 - June 2011
Wachovia, A Wells Fargo Company January 2006 - December 2010
Skills
Consumer Lending, Mutual Funds, Wealth Management..., Retirement Planning, Credit, Private Banking, Asset Allocation, Loan Origination, Wealth Management, Commercial Lending, Banking, Small Business Lending, Financial Services, Commercial Banking, Microsoft Excel, Relationship Management, Securities, Finance, Series 63, Loans, Sales Management, Mortgage Lending, Investment Advisory, Financial Advisory, Strategic Financial..., Insurance, Management, Financial Planning, Leadership
Education
Louisiana Tech University
Bachelor's of Science, Finance
Louisiana Tech University
Bachelor of Science (BS), Computer and Information Systems Security/Information Assurance
Georgetown University 2012 — 2013
Certificate, Financial Planning and Services
UBS April 2015 - Present
SunTrust Bank June 2011 - April 2015
PNC December 2010 - June 2011
Wachovia, A Wells Fargo Company January 2006 - December 2010
Skills
Consumer Lending, Mutual Funds, Wealth Management..., Retirement Planning, Credit, Private Banking, Asset Allocation, Loan Origination, Wealth Management, Commercial Lending, Banking, Small Business Lending, Financial Services, Commercial Banking, Microsoft Excel, Relationship Management, Securities, Finance, Series 63, Loans, Sales Management, Mortgage Lending, Investment Advisory, Financial Advisory, Strategic Financial..., Insurance, Management, Financial Planning, Leadership
Education
Louisiana Tech University
Bachelor's of Science, Finance
Louisiana Tech University
Bachelor of Science (BS), Computer and Information Systems Security/Information Assurance
Georgetown University 2012 — 2013
Certificate, Financial Planning and Services
Jon Dewar's Wachovia, A Wells Fargo Company Experience 1996 - 2001
Job LPL Financial Advisor / Chief Retirement Geek
Industry Financial Services
Experience
LPL Financial / RetirementGeeks.com May 2003 - Present
Junior Achievement of Eastern NC 2005 - Present
Wachovia, A Wells Fargo Company 1996 - 2001
Skills
Retirement Planning, Wealth Management, Investments, Retirement, Asset Managment, Strategic Financial..., Fixed Annuities, Estate Planning, Portfolio Management, 401k Rollovers, Investment Advisory, Investment Management, Securities, Asset Management, Life Insurance, Series 63, Financial Services, Financial Advisory, FINRA, Finance, Series 7, Disability Insurance
Education
Georgia Institute of Technology 1995 — 1997
MBA/MSM, Finance and Entrepreneurship
North Carolina State University 1987 — 1992
BSME, Engineering
Fayetteville Academy 1983 — 1987
LPL Financial / RetirementGeeks.com May 2003 - Present
Junior Achievement of Eastern NC 2005 - Present
Wachovia, A Wells Fargo Company 1996 - 2001
Skills
Retirement Planning, Wealth Management, Investments, Retirement, Asset Managment, Strategic Financial..., Fixed Annuities, Estate Planning, Portfolio Management, 401k Rollovers, Investment Advisory, Investment Management, Securities, Asset Management, Life Insurance, Series 63, Financial Services, Financial Advisory, FINRA, Finance, Series 7, Disability Insurance
Education
Georgia Institute of Technology 1995 — 1997
MBA/MSM, Finance and Entrepreneurship
North Carolina State University 1987 — 1992
BSME, Engineering
Fayetteville Academy 1983 — 1987
Nate Fain's Wachovia, A Wells Fargo Company Experience February 2011 - June 2012
Job Loan Officer NMLSR 478026 at NOLA Lending Group
Industry Banking
Experience
NOLA Lending Group April 2014 - Present
Wells Fargo June 2012 - April 2014
Wachovia, A Wells Fargo Company February 2011 - June 2012
Regions Bank June 2010 - February 2011
Skills
Sales, Residential Mortgages, Real Estate Lending, Credit, Real Estate Transactions, Credit Risk, Refinance, Credit Analysis, Mortgage Lending, Real Estate Financing, FHA financing, Finance, Banking, Customer Service, Management, Real Estate, Loan Origination, Mortgage Banking, FHA, Consumer Lending, VA loans, Home Equity Lines of..., Home Equity Loans, Government Loans, Home Equity, First Time Home Buyers, Investment Properties, Small Business Lending, Condos, Single Family Homes, Loans, New Home Sales, Foreclosures, Residential Homes
Education
University of Kentucky 2008 — 2010
Bachelor of Arts, Sports Journalism
Georgetown College 2005 — 2008
Undergraduate work, Elementary Education, Communications
NOLA Lending Group April 2014 - Present
Wells Fargo June 2012 - April 2014
Wachovia, A Wells Fargo Company February 2011 - June 2012
Regions Bank June 2010 - February 2011
Skills
Sales, Residential Mortgages, Real Estate Lending, Credit, Real Estate Transactions, Credit Risk, Refinance, Credit Analysis, Mortgage Lending, Real Estate Financing, FHA financing, Finance, Banking, Customer Service, Management, Real Estate, Loan Origination, Mortgage Banking, FHA, Consumer Lending, VA loans, Home Equity Lines of..., Home Equity Loans, Government Loans, Home Equity, First Time Home Buyers, Investment Properties, Small Business Lending, Condos, Single Family Homes, Loans, New Home Sales, Foreclosures, Residential Homes
Education
University of Kentucky 2008 — 2010
Bachelor of Arts, Sports Journalism
Georgetown College 2005 — 2008
Undergraduate work, Elementary Education, Communications
Justin Schaller Justin Schaller's Wachovia, A Wells Fargo Company Experience May 2008 - August 2009
Job President at Property Management Connection
Industry Banking
Experience
Property Management Connection September 2015 - Present
City National Bank September 2011 - 2015
California Bank & Trust 2010 - 2011
Wachovia, A Wells Fargo Company May 2008 - August 2009
Citibank February 2005 - May 2008
Skills
Small Business, Portfolio Management, Banking, Loans, Cash Management, Business Relationship..., Leasing, Equipment Finance, Real Estate Financing, Working Capital..., Real Estate, Finance, Small Business Lending, Credit Analysis, Commercial Lending, Commercial Banking, Management, Credit, Mortgage Lending, Lines Of Credit, Wealth Management, Treasury Management, Investments, Asset Based Lending, Consumer Lending, Credit Risk, Relationship Management, Financial Structuring, Commercial Mortgages, Financial Services, Financial Analysis, Risk Management, Loan Origination, Sales
Education
Institute of Certified Bankers 2013 — 2014
CLBB- Certified Lender Business Banking, Business & Commercial Credit Risk & Relationship Management
Glendale Community College 1995 — 2006
Accounting and Business/Management
Saddleback College 1997 — 1998
International Business/Trade/Commerce
Property Management Connection September 2015 - Present
City National Bank September 2011 - 2015
California Bank & Trust 2010 - 2011
Wachovia, A Wells Fargo Company May 2008 - August 2009
Citibank February 2005 - May 2008
Skills
Small Business, Portfolio Management, Banking, Loans, Cash Management, Business Relationship..., Leasing, Equipment Finance, Real Estate Financing, Working Capital..., Real Estate, Finance, Small Business Lending, Credit Analysis, Commercial Lending, Commercial Banking, Management, Credit, Mortgage Lending, Lines Of Credit, Wealth Management, Treasury Management, Investments, Asset Based Lending, Consumer Lending, Credit Risk, Relationship Management, Financial Structuring, Commercial Mortgages, Financial Services, Financial Analysis, Risk Management, Loan Origination, Sales
Education
Institute of Certified Bankers 2013 — 2014
CLBB- Certified Lender Business Banking, Business & Commercial Credit Risk & Relationship Management
Glendale Community College 1995 — 2006
Accounting and Business/Management
Saddleback College 1997 — 1998
International Business/Trade/Commerce
Josh Thunhorst's Wachovia, A Wells Fargo Company Experience October 2009 - June 2011
Job Mortgage Loan Processor at Element Funding
Industry Financial Services
Experience
Element Funding January 2014 - Present
Delta Community Credit Union October 2011 - Present
Wachovia, A Wells Fargo Company October 2009 - June 2011
Enterprise Rent-A-Car May 2006 - June 2009
Skills
Real Estate Financing, Secured Financing, Unsecured Loans, Finance, Financial Analysis, Economics, Operations Management, Sales Management, Team Management, Event Management, Market Analysis, Data Analysis, Business Analysis, Computer Proficiency, Multitasking Skills, Communication Skills, Highly motivated..., Highly Organized &..., Loans, Credit
Education
Georgia State University 2000 — 2006
Bachelor of Business Administration, Accounting, Finance, Business Management, Computer Information Systems, and Marketing
Element Funding January 2014 - Present
Delta Community Credit Union October 2011 - Present
Wachovia, A Wells Fargo Company October 2009 - June 2011
Enterprise Rent-A-Car May 2006 - June 2009
Skills
Real Estate Financing, Secured Financing, Unsecured Loans, Finance, Financial Analysis, Economics, Operations Management, Sales Management, Team Management, Event Management, Market Analysis, Data Analysis, Business Analysis, Computer Proficiency, Multitasking Skills, Communication Skills, Highly motivated..., Highly Organized &..., Loans, Credit
Education
Georgia State University 2000 — 2006
Bachelor of Business Administration, Accounting, Finance, Business Management, Computer Information Systems, and Marketing
Paul Jurek's Wachovia, A Wells Fargo Company Experience August 2008 - April 2009
Job Systems Engineer at Boeing Commercial Airplanes
Industry Airlines/Aviation
Experience
Boeing Commercial Airplanes February 2012 - Present
Georgia Institute of Technology January 2011 - March 2012
General Motors May 2011 - August 2011
Georgia Institute of Technology August 2006 - December 2010
John Deere May 2010 - August 2010
CAMotion, Inc. January 2010 - May 2010
John Deere May 2009 - August 2009
Georgia Institute of Technology August 2008 - May 2009
Wachovia, A Wells Fargo Company August 2008 - April 2009
John Deere May 2008 - August 2008
Skills
Matlab, Product Design, Mechanical Engineering, Microsoft Office, Solidworks, Reliability, Manufacturing, Testing, LabVIEW, Simulations, Finite Element Analysis, Engineering, Simulink, AutoCAD, Data Analysis, Java, C, Six Sigma, C++, SQL, R, Tableau, Alteryx, Statistics, SysML
Education
University of Maryland College Park 2014 — 2016
MS, Reliability Engineering
Georgia Institute of Technology 2006 — 2011
M.S; B.S, Mechanical Engineering; Mechanical Engineering
Boeing Commercial Airplanes February 2012 - Present
Georgia Institute of Technology January 2011 - March 2012
General Motors May 2011 - August 2011
Georgia Institute of Technology August 2006 - December 2010
John Deere May 2010 - August 2010
CAMotion, Inc. January 2010 - May 2010
John Deere May 2009 - August 2009
Georgia Institute of Technology August 2008 - May 2009
Wachovia, A Wells Fargo Company August 2008 - April 2009
John Deere May 2008 - August 2008
Skills
Matlab, Product Design, Mechanical Engineering, Microsoft Office, Solidworks, Reliability, Manufacturing, Testing, LabVIEW, Simulations, Finite Element Analysis, Engineering, Simulink, AutoCAD, Data Analysis, Java, C, Six Sigma, C++, SQL, R, Tableau, Alteryx, Statistics, SysML
Education
University of Maryland College Park 2014 — 2016
MS, Reliability Engineering
Georgia Institute of Technology 2006 — 2011
M.S; B.S, Mechanical Engineering; Mechanical Engineering
Roy Hughes's Wachovia, A Wells Fargo Company Experience February 2008 - December 2009
Job AVP Collateral Underwriting Manager at Wintrust Mortgage
Industry Banking
Experience
Wintrust Mortgage May 2013 - Present
PNC Mortgage April 2011 - May 2013
Residential Valuation Services, a Wells Fargo Company August 2009 - June 2010
Wachovia, A Wells Fargo Company February 2008 - December 2009
Wachovia, A Wells Fargo Company October 2007 - February 2008
World Savings (then Wachovia, a Wells Fargo Company) 2001 - 2007
Skills
Appraisals, Collateral Review, 1-4 Units, Operations Management, Loans, Residential Mortgages, Mortgage Lending, Real Estate, Mortgage Underwriting, Collateral Management, Management, Loss Mitigation, Residential Homes, Valuation, Refinance, FHA, Mortgage Banking
Education
Halloway's Real Estate Institute 1997 — 1999
Certified Residential Appraiser, Residential Real Estate Appraiser
Grand Valley State University 1990 — 1995
B.S., Computer Science
Spring Lake High School
Wintrust Mortgage May 2013 - Present
PNC Mortgage April 2011 - May 2013
Residential Valuation Services, a Wells Fargo Company August 2009 - June 2010
Wachovia, A Wells Fargo Company February 2008 - December 2009
Wachovia, A Wells Fargo Company October 2007 - February 2008
World Savings (then Wachovia, a Wells Fargo Company) 2001 - 2007
Skills
Appraisals, Collateral Review, 1-4 Units, Operations Management, Loans, Residential Mortgages, Mortgage Lending, Real Estate, Mortgage Underwriting, Collateral Management, Management, Loss Mitigation, Residential Homes, Valuation, Refinance, FHA, Mortgage Banking
Education
Halloway's Real Estate Institute 1997 — 1999
Certified Residential Appraiser, Residential Real Estate Appraiser
Grand Valley State University 1990 — 1995
B.S., Computer Science
Spring Lake High School
Jonathan Crumbliss Jonathan Crumbliss's Wachovia, A Wells Fargo Company Experience August 2001 - December 2009
Job Consultant at Ryan
Industry Accounting
Experience
Ryan November 2014 - Present
Community Bank of the South May 2012 - June 2014
TSG January 2009 - April 2012
Wachovia, A Wells Fargo Company August 2001 - December 2009
Skills
Forecasting, Financial Analysis, Process Improvement, Strategic Financial..., Banking, Finance, Accounting, Financial Reporting, Cost Accounting, Strategic Planning, Credit, Credit Analysis, Customer Service, Financial Modeling, Sales
Education
Kennesaw State University - Michael J. Coles College of Business 2002 — 2005
MBA, Career Growth
Georgia Southwestern State University 1997 — 2001
BBA, General Business
Ryan November 2014 - Present
Community Bank of the South May 2012 - June 2014
TSG January 2009 - April 2012
Wachovia, A Wells Fargo Company August 2001 - December 2009
Skills
Forecasting, Financial Analysis, Process Improvement, Strategic Financial..., Banking, Finance, Accounting, Financial Reporting, Cost Accounting, Strategic Planning, Credit, Credit Analysis, Customer Service, Financial Modeling, Sales
Education
Kennesaw State University - Michael J. Coles College of Business 2002 — 2005
MBA, Career Growth
Georgia Southwestern State University 1997 — 2001
BBA, General Business
Kanak Patel Kanak Patel's Wachovia, A Wells Fargo Company Experience November 2012 - March 2013
Job Process Engineer & Facilities Manager at The Clorox Company
Industry Chemicals
Experience
The Clorox Company November 2014 - Present
The Clorox Company March 2013 - November 2014
Citgo Food Mart May 2010 - June 2013
Wachovia, A Wells Fargo Company November 2012 - March 2013
Wachovia Wholesale Lockbox Department February 2006 - October 2009
Wachovia February 2006 - October 2009
Georgia Institute of Technology May 2009 - July 2009
Georgia Tech August 2007 - May 2008
CITGO December 2002 - February 2006
Skills
Team Management, Management, Data Analysis, Process Engineering, Microsoft Office, Microsoft Excel, Process Improvement, Financial Analysis, PowerPoint, Microsoft Word, Process Simulation, Leadership, Project Management, Research, Matlab, Sales, Manufacturing, Six Sigma
Education
Study Abroad at Imperial College 2009 — 2009
Georgia Institute of Technology 2006 — 2009
Bachelor of Science, Chemical Engineering
Georgia State University 2004 — 2005
Vallabh Ashram 1993 — 2002
The Clorox Company November 2014 - Present
The Clorox Company March 2013 - November 2014
Citgo Food Mart May 2010 - June 2013
Wachovia, A Wells Fargo Company November 2012 - March 2013
Wachovia Wholesale Lockbox Department February 2006 - October 2009
Wachovia February 2006 - October 2009
Georgia Institute of Technology May 2009 - July 2009
Georgia Tech August 2007 - May 2008
CITGO December 2002 - February 2006
Skills
Team Management, Management, Data Analysis, Process Engineering, Microsoft Office, Microsoft Excel, Process Improvement, Financial Analysis, PowerPoint, Microsoft Word, Process Simulation, Leadership, Project Management, Research, Matlab, Sales, Manufacturing, Six Sigma
Education
Study Abroad at Imperial College 2009 — 2009
Georgia Institute of Technology 2006 — 2009
Bachelor of Science, Chemical Engineering
Georgia State University 2004 — 2005
Vallabh Ashram 1993 — 2002
TEDDY FANNOH TEDDY FANNOH's Wachovia, A Wells Fargo Company Experience November 1999 - September 2009
Job Financial Services Professional at NYLIFE Securities LLC
Industry Banking
Experience
New York Life Insurance Company September 2012 - Present
Wachovia, A Wells Fargo Company November 1999 - September 2009
Skills
Accounting, Business Planning, Customer Service, Financial Services, Leadership, Long-term Care, Marketing Strategy, Retirement Planning, Securities, Strategic Planning
Education
George Mason University 2002 — 2005
Economics, B.S., Economics &Finance
New York Life Insurance Company September 2012 - Present
Wachovia, A Wells Fargo Company November 1999 - September 2009
Skills
Accounting, Business Planning, Customer Service, Financial Services, Leadership, Long-term Care, Marketing Strategy, Retirement Planning, Securities, Strategic Planning
Education
George Mason University 2002 — 2005
Economics, B.S., Economics &Finance
Jason Littlepage Jason Littlepage's Wachovia, A Wells Fargo Company Experience February 2006 - December 2009
Job Vice President, Area Team Lead at SunTrust Bank
Industry Financial Services
Experience
SunTrust September 2015 - Present
SunTrust Bank May 2012 - Present
Wells Fargo Bank December 2009 - May 2012
Wachovia, A Wells Fargo Company February 2006 - December 2009
Wells Fargo Financial May 2003 - February 2006
Skills
Banking, Loans, Finance, Leadership, Sales Management, Sales Process, Mortgage Lending, Business Development, Small Business Lending, Sales, Credit, Cash Management, Customer Service, Retail, Cross Selling, Cold Calling, Customer Relations, Retirement Planning, Referrals, Profitability, Financial Planning, Retirement, Coaching, Wealth Management, Consultative Selling, Mortgage
Education
The University of Georgia 2000 — 2003
BFACS, Consumer Economics
Georgia Southern University 1999 — 2000
SunTrust September 2015 - Present
SunTrust Bank May 2012 - Present
Wells Fargo Bank December 2009 - May 2012
Wachovia, A Wells Fargo Company February 2006 - December 2009
Wells Fargo Financial May 2003 - February 2006
Skills
Banking, Loans, Finance, Leadership, Sales Management, Sales Process, Mortgage Lending, Business Development, Small Business Lending, Sales, Credit, Cash Management, Customer Service, Retail, Cross Selling, Cold Calling, Customer Relations, Retirement Planning, Referrals, Profitability, Financial Planning, Retirement, Coaching, Wealth Management, Consultative Selling, Mortgage
Education
The University of Georgia 2000 — 2003
BFACS, Consumer Economics
Georgia Southern University 1999 — 2000
Meldrick Wilson Meldrick Wilson's Wachovia, A Wells Fargo Company Experience May 2007 - October 2010
Job Advisory Associate at KPMG
Industry Information Technology and Services
Experience
KPMG July 2014 - Present
Production Consultants and Equipment April 2011 - June 2014
Computer Services Plus Online January 2014 - May 2014
KPMG LLC June 2013 - August 2013
KPMG US June 2012 - August 2012
KPMG US 2011 - 2011
Wachovia, A Wells Fargo Company May 2007 - October 2010
Stone Mountain Chrysler Jeep Dodge December 2006 - April 2007
Skills
Cash, Invoicing, Payments, GAAP, Financial Accounting, Accounting, Financial Statements, Account Reconciliation, Journal Entries, General Ledger, QuickBooks, Financial Statement..., SQL, Managing Database, Project Management, Proofreading, Communication Skills, 2008 R2, Writing, Presentations, Networking
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2014
BBA, Accounting & Computer Information Systems
Becker CPA Review
CPA Candidate
AICPA Student Member
KPMG July 2014 - Present
Production Consultants and Equipment April 2011 - June 2014
Computer Services Plus Online January 2014 - May 2014
KPMG LLC June 2013 - August 2013
KPMG US June 2012 - August 2012
KPMG US 2011 - 2011
Wachovia, A Wells Fargo Company May 2007 - October 2010
Stone Mountain Chrysler Jeep Dodge December 2006 - April 2007
Skills
Cash, Invoicing, Payments, GAAP, Financial Accounting, Accounting, Financial Statements, Account Reconciliation, Journal Entries, General Ledger, QuickBooks, Financial Statement..., SQL, Managing Database, Project Management, Proofreading, Communication Skills, 2008 R2, Writing, Presentations, Networking
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2014
BBA, Accounting & Computer Information Systems
Becker CPA Review
CPA Candidate
AICPA Student Member
Meyhgin Harrington Meyhgin Harrington's Wachovia, A Wells Fargo Company Experience
Job Leasing Consultant, First Communities
Industry Management Consulting
Experience
Wachovia, A Wells Fargo Company
Skills
Banking, Credit, Loans, Commercial Banking, Retail Banking, Consumer Lending, Credit Analysis, Commercial Lending, Cross Selling, Lines Of Credit, Mortgage Lending, Cash Management, Deposits, Loan Origination, Credit Risk, Portfolio Management, Financial Analysis, Mortgage Banking, Finance
Education
Georgia Gwinnett College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Wachovia, A Wells Fargo Company
Skills
Banking, Credit, Loans, Commercial Banking, Retail Banking, Consumer Lending, Credit Analysis, Commercial Lending, Cross Selling, Lines Of Credit, Mortgage Lending, Cash Management, Deposits, Loan Origination, Credit Risk, Portfolio Management, Financial Analysis, Mortgage Banking, Finance
Education
Georgia Gwinnett College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Saadia Khan Saadia Khan's Wachovia, A Wells Fargo Company Experience March 2003 - June 2008
Job AML Compliance Officer at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2014 - Present
Citi February 2013 - January 2014
Capital One August 2012 - January 2013
Wells Fargo Bank September 2008 - August 2012
Wachovia, A Wells Fargo Company March 2003 - June 2008
Discovery Bank March 2003 - June 2003
Citibank May 1997 - December 1999
Skills
Loans, Mortgage Lending, Credit, Refinance, Loan Origination, Banking, Financial Risk, Underwriting, Mortgage Banking, FHA, Mortgage Underwriting, Portfolio Management, USDA, Anti Money Laundering, Residential Mortgages, Compliance, AML, AML compliance
Education
Goldey-Beacom College 1992 — 1997
Bachelor, International Business Mangement
JPMorgan Chase January 2014 - Present
Citi February 2013 - January 2014
Capital One August 2012 - January 2013
Wells Fargo Bank September 2008 - August 2012
Wachovia, A Wells Fargo Company March 2003 - June 2008
Discovery Bank March 2003 - June 2003
Citibank May 1997 - December 1999
Skills
Loans, Mortgage Lending, Credit, Refinance, Loan Origination, Banking, Financial Risk, Underwriting, Mortgage Banking, FHA, Mortgage Underwriting, Portfolio Management, USDA, Anti Money Laundering, Residential Mortgages, Compliance, AML, AML compliance
Education
Goldey-Beacom College 1992 — 1997
Bachelor, International Business Mangement
Andrew Heinz Andrew Heinz's Wachovia, A Wells Fargo Company Experience March 2008 - January 2011
Job Personal Financial Representative at Allstate Financial
Industry Financial Services
Experience
Allstate Financial November 2012 - Present
New York Life Insurance Company January 2011 - October 2012
Wachovia, A Wells Fargo Company March 2008 - January 2011
LNB Commercial Capital August 2006 - April 2008
Bank of America March 1997 - April 2006
Skills
Insurance, Financial Planning, Career Transitions, Banking, Securities, Retirement Planning, Annuities, Wealth Management, IRA's, Mutual Funds, 401k, Insurance Planning, Investments, Term Life Insurance, Retirement, Financial Analysis, Strategic Financial..., Fixed Annuities, IRAs, Long Term Care Insurance, Life Insurance, Finance, Financial Planners, Financial Services, Loans
Education
Goldey Beacom College 2005 — 2010
Bachelor of Science, Business Administration Management
Rowan University 1990 — 1995
Undergrad, Political Science
Brandywine High School 1986 — 1990
General Studies
Allstate Financial November 2012 - Present
New York Life Insurance Company January 2011 - October 2012
Wachovia, A Wells Fargo Company March 2008 - January 2011
LNB Commercial Capital August 2006 - April 2008
Bank of America March 1997 - April 2006
Skills
Insurance, Financial Planning, Career Transitions, Banking, Securities, Retirement Planning, Annuities, Wealth Management, IRA's, Mutual Funds, 401k, Insurance Planning, Investments, Term Life Insurance, Retirement, Financial Analysis, Strategic Financial..., Fixed Annuities, IRAs, Long Term Care Insurance, Life Insurance, Finance, Financial Planners, Financial Services, Loans
Education
Goldey Beacom College 2005 — 2010
Bachelor of Science, Business Administration Management
Rowan University 1990 — 1995
Undergrad, Political Science
Brandywine High School 1986 — 1990
General Studies
Brad Ault, M.B.A.'s Wachovia, A Wells Fargo Company Experience 2004 - 2009
Job Owner/CEO/Chief Consultant at AULT Consulting
Industry Staffing and Recruiting
Experience
Prestigious Blue, LLC July 2015 - Present
AULT Consulting December 2014 - Present
ManpowerGroup October 2013 - Present
United States Army Reserve May 2001 - Present
PayPal 2011 - October 2013
BCSi 2009 - 2011
Wachovia, A Wells Fargo Company 2004 - 2009
Skills
Leadership, Management, Customer Service, Marketing, Human Resources, Change Management, Project Management, Training, Team Leadership, CRM, Sales, Microsoft Office, Strategic Planning, Entrepreneurship, Process Improvement, Account Management, Outlook, Team Building, Microsoft Word, System Administration, Call Center, Coaching, Loans, Budgets, Organizational..., Public Relations, Salesforce.com, Time Management, Sales Management, Customer Satisfaction, Analysis, Business Analysis, Recruiting, Social Networking, Networking, Strategy, Project Planning, Business Development, Inventory Management, E-commerce, Social Media Marketing, Data Analysis, Cross-functional Team..., Employee Relations, Access, Research, New Business Development, Business Strategy, Contract Negotiation, Management Consulting
Education
Keller Graduate School of Management 2011 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.66 Graduated Cum Laude
Grand Canyon University 2010 — 2011
B.S., Applied Management, Graduated Summa Cum Laude
Prestigious Blue, LLC July 2015 - Present
AULT Consulting December 2014 - Present
ManpowerGroup October 2013 - Present
United States Army Reserve May 2001 - Present
PayPal 2011 - October 2013
BCSi 2009 - 2011
Wachovia, A Wells Fargo Company 2004 - 2009
Skills
Leadership, Management, Customer Service, Marketing, Human Resources, Change Management, Project Management, Training, Team Leadership, CRM, Sales, Microsoft Office, Strategic Planning, Entrepreneurship, Process Improvement, Account Management, Outlook, Team Building, Microsoft Word, System Administration, Call Center, Coaching, Loans, Budgets, Organizational..., Public Relations, Salesforce.com, Time Management, Sales Management, Customer Satisfaction, Analysis, Business Analysis, Recruiting, Social Networking, Networking, Strategy, Project Planning, Business Development, Inventory Management, E-commerce, Social Media Marketing, Data Analysis, Cross-functional Team..., Employee Relations, Access, Research, New Business Development, Business Strategy, Contract Negotiation, Management Consulting
Education
Keller Graduate School of Management 2011 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.66 Graduated Cum Laude
Grand Canyon University 2010 — 2011
B.S., Applied Management, Graduated Summa Cum Laude
Dan Putman Dan Putman's Wachovia, A Wells Fargo Company Experience 2000 - 2002
Job Vice President Asset Management at Situs
Industry Commercial Real Estate
Experience
Situs August 2014 - Present
Multi Housing Advisors, LLC March 2013 - December 2013
Butler Development December 2007 - March 2012
The Bankers Bank 2002 - 2007
Wachovia, A Wells Fargo Company 2000 - 2002
Putman & Co., PC, Certified Public Accountants 1996 - 2000
Skills
Commercial Real Estate, Real Estate Financing, Real Estate Transactions, Real Estate License, Real Estate Development, Property Management, Project Management, Financial Analysis, Financial Modeling, Financial Accounting, Corporate Finance, Cash Flow Forecasting, Underwriting, Presentations, Microsoft Excel, Negotiation, Financial Reporting, Banking, Risk Management, Credit Analysis, Problem Solving, Business Valuation, Company Valuation, Equity Valuation, Sensitivity Analysis
Education
Georgia Institute of Technology 1993 — 1996
Bachelor of Science in Management, Accounting/Finance
Investment Banking Institute 2012 — 2012
Investment Banking
Woodward Academy
Barney Fletcher
Licensed Real Estate Agent
Situs August 2014 - Present
Multi Housing Advisors, LLC March 2013 - December 2013
Butler Development December 2007 - March 2012
The Bankers Bank 2002 - 2007
Wachovia, A Wells Fargo Company 2000 - 2002
Putman & Co., PC, Certified Public Accountants 1996 - 2000
Skills
Commercial Real Estate, Real Estate Financing, Real Estate Transactions, Real Estate License, Real Estate Development, Property Management, Project Management, Financial Analysis, Financial Modeling, Financial Accounting, Corporate Finance, Cash Flow Forecasting, Underwriting, Presentations, Microsoft Excel, Negotiation, Financial Reporting, Banking, Risk Management, Credit Analysis, Problem Solving, Business Valuation, Company Valuation, Equity Valuation, Sensitivity Analysis
Education
Georgia Institute of Technology 1993 — 1996
Bachelor of Science in Management, Accounting/Finance
Investment Banking Institute 2012 — 2012
Investment Banking
Woodward Academy
Barney Fletcher
Licensed Real Estate Agent
Eric J. Fiala, CFP® Eric J. Fiala, CFP®'s Wachovia, A Wells Fargo Company Experience December 2009 - March 2011
Job Regulatory Analyst at FINRA
Industry Financial Services
Experience
FINRA March 2014 - Present
HSBC February 2013 - February 2014
Merrill Lynch February 2011 - February 2013
Wachovia, A Wells Fargo Company December 2009 - March 2011
Wachovia Bank February 2009 - December 2009
Wachovia Bank May 2007 - February 2009
Wachovia Retirement Services February 2006 - May 2007
Pei Wei Asian Diner June 2005 - February 2006
Skills
Series 7, Retirement Planning, Investments, Wealth Management, Portfolio Management, Mutual Funds, Retirement, Asset Allocation, Banking
Education
Georgetown University 2010 — 2010
Executive Certificate in Financial Planning
St. Olaf College 2000 — 2004
B.A., Sociology/Anthropology, Asian Studies
FINRA March 2014 - Present
HSBC February 2013 - February 2014
Merrill Lynch February 2011 - February 2013
Wachovia, A Wells Fargo Company December 2009 - March 2011
Wachovia Bank February 2009 - December 2009
Wachovia Bank May 2007 - February 2009
Wachovia Retirement Services February 2006 - May 2007
Pei Wei Asian Diner June 2005 - February 2006
Skills
Series 7, Retirement Planning, Investments, Wealth Management, Portfolio Management, Mutual Funds, Retirement, Asset Allocation, Banking
Education
Georgetown University 2010 — 2010
Executive Certificate in Financial Planning
St. Olaf College 2000 — 2004
B.A., Sociology/Anthropology, Asian Studies
Johnny Hagan, CISSP,CISM, CEH, HISP, ITILv3 Johnny Hagan, CISSP,CISM, CEH, HISP, ITILv3's Wachovia, A Wells Fargo Company Experience January 1991 - January 1995
Job Enterprise Information Security Manager
Industry Banking
Experience
Finance Industry June 2014 - Present
Finance Industry October 2012 - Present
Banking and Finance Industry September 2007 - October 2012
Federal Reserve April 2004 - September 2007
State of Georgia January 2002 - April 2004
GTA 1999 - 2002
Worldspan 1995 - 1999
Wachovia, A Wells Fargo Company January 1991 - January 1995
Skills
Information Security, Security, Information Security..., Security Awareness, CISSP, Network Security, PCI DSS, Penetration Testing, CISA, Business Continuity, Vulnerability Assessment, CISM, Application Security, IT Audit, IDS, Networking, Computer Security, Security Architecture..., Security Audits, NIST, Intrusion Detection, Disaster Recovery, Cloud Security, Network Design, Network Architecture, Firewalls, Threat & Vulnerability..., IPS, Management, CEH, Security Information..., Information Security..., Information Security..., Computer Network..., Compliance, DLP, Imperva, Cisco Technologies, Enterasys Dragon, Ethical Hacker, Threat Intelligence, Critical Thinking
Education
Golden Gate University 1985 — 1987
MBA, Management
Winston-Salem State University 1977 — 1981
Jacksonville High School
Finance Industry June 2014 - Present
Finance Industry October 2012 - Present
Banking and Finance Industry September 2007 - October 2012
Federal Reserve April 2004 - September 2007
State of Georgia January 2002 - April 2004
GTA 1999 - 2002
Worldspan 1995 - 1999
Wachovia, A Wells Fargo Company January 1991 - January 1995
Skills
Information Security, Security, Information Security..., Security Awareness, CISSP, Network Security, PCI DSS, Penetration Testing, CISA, Business Continuity, Vulnerability Assessment, CISM, Application Security, IT Audit, IDS, Networking, Computer Security, Security Architecture..., Security Audits, NIST, Intrusion Detection, Disaster Recovery, Cloud Security, Network Design, Network Architecture, Firewalls, Threat & Vulnerability..., IPS, Management, CEH, Security Information..., Information Security..., Information Security..., Computer Network..., Compliance, DLP, Imperva, Cisco Technologies, Enterasys Dragon, Ethical Hacker, Threat Intelligence, Critical Thinking
Education
Golden Gate University 1985 — 1987
MBA, Management
Winston-Salem State University 1977 — 1981
Jacksonville High School
Timothy Hanline Timothy Hanline's Wachovia, A Wells Fargo Company Experience 2001 - 2008
Job IT Consultant / Technical Lead at Principle Solutions Group
Industry Information Technology and Services
Experience
Principle Solutions Group May 2014 - Present
Coca-Cola Bottling Co. Consolidated May 2014 - Present
Lowe's Home Improvement October 2011 - May 2014
Pactera US April 2010 - May 2014
Happy Path HQ September 2012 - April 2014
hiSoft U.S. IT Services April 2010 - October 2011
Duke Energy April 2008 - April 2010
Eyes Software August 2006 - April 2010
Wachovia, A Wells Fargo Company 2001 - 2008
Ballantyne Consulting Group 1999 - 2001
Skills
SDLC, Software Project..., Microsoft SQL Server, Solution Architecture, Data Modeling, C#, Business Intelligence, UML, Database Design, SOA, Data Warehousing, Software Development, Mobile Internet, SQL, Databases, PL/SQL, Oracle, .NET, ASP.NET, Business Process..., Architecture, •Software Development..., SQL Server, Visio, Web Services, Oracle SQL, Requirements Gathering, Unix, T-SQL, Splunk, Integration
Education
Georgia Institute of Technology 1990 — 1995
Computer Science
Principle Solutions Group May 2014 - Present
Coca-Cola Bottling Co. Consolidated May 2014 - Present
Lowe's Home Improvement October 2011 - May 2014
Pactera US April 2010 - May 2014
Happy Path HQ September 2012 - April 2014
hiSoft U.S. IT Services April 2010 - October 2011
Duke Energy April 2008 - April 2010
Eyes Software August 2006 - April 2010
Wachovia, A Wells Fargo Company 2001 - 2008
Ballantyne Consulting Group 1999 - 2001
Skills
SDLC, Software Project..., Microsoft SQL Server, Solution Architecture, Data Modeling, C#, Business Intelligence, UML, Database Design, SOA, Data Warehousing, Software Development, Mobile Internet, SQL, Databases, PL/SQL, Oracle, .NET, ASP.NET, Business Process..., Architecture, •Software Development..., SQL Server, Visio, Web Services, Oracle SQL, Requirements Gathering, Unix, T-SQL, Splunk, Integration
Education
Georgia Institute of Technology 1990 — 1995
Computer Science
Ren Zamora Ren Zamora's Wachovia, A Wells Fargo Company Experience June 2000 - November 2002
Job Chief Financial Officer
Industry Executive Office
Experience
National Credit Adjusters June 2014 - Present
Rausch, Sturm, Israel, Enerson & Hornik LLC August 2011 - March 2014
Encore Capital Group October 2005 - August 2011
Loop Capital Markets March 2003 - April 2005
Wachovia, A Wells Fargo Company June 2000 - November 2002
Hewlett-Packard June 1999 - August 1999
Dell Perot Systems November 1996 - December 1998
Price Waterhouse Coopers September 1993 - November 1996
Skills
Financial Analysis, Corporate Finance, Financial Modeling, Due Diligence, Mergers & Acquisitions, Valuation, Financial Reporting, Management, US GAAP, Private Equity, Managerial Finance, Risk Management, SEC filings, Financial Services, Equity Research, Internal Controls, Accounting, Finance, Strategic Financial..., Executive Management, GAAP, Sarbanes-Oxley Act, Auditing, Cash Flow, Acquisition Integration, IPO
Education
University of Virginia Darden School of Business 1998 — 2000
MBA
Georgetown University - The McDonough School of Business 1989 — 1993
BSBA
National Credit Adjusters June 2014 - Present
Rausch, Sturm, Israel, Enerson & Hornik LLC August 2011 - March 2014
Encore Capital Group October 2005 - August 2011
Loop Capital Markets March 2003 - April 2005
Wachovia, A Wells Fargo Company June 2000 - November 2002
Hewlett-Packard June 1999 - August 1999
Dell Perot Systems November 1996 - December 1998
Price Waterhouse Coopers September 1993 - November 1996
Skills
Financial Analysis, Corporate Finance, Financial Modeling, Due Diligence, Mergers & Acquisitions, Valuation, Financial Reporting, Management, US GAAP, Private Equity, Managerial Finance, Risk Management, SEC filings, Financial Services, Equity Research, Internal Controls, Accounting, Finance, Strategic Financial..., Executive Management, GAAP, Sarbanes-Oxley Act, Auditing, Cash Flow, Acquisition Integration, IPO
Education
University of Virginia Darden School of Business 1998 — 2000
MBA
Georgetown University - The McDonough School of Business 1989 — 1993
BSBA
Whitney Antor Whitney Antor's Wachovia, A Wells Fargo Company Experience March 2011 - August 2011
Job at
Industry Financial Services
Experience
Wachovia, A Wells Fargo Company March 2011 - August 2011
ANI April 2008 - January 2010
Grand Valley State University 2002 - 2006
Skills
Interviews, Leadership, Healthcare, Customer Service, Management, Human Resources, Microsoft Office, Medical Terminology, Public Speaking
Education
Kaplan University 2010 — 2010
MBA, Human Resource Management
Grand Valley State University 2004 — 2009
Bachelors of Science, Health Sciences and Psychology
Walker Medical Instructional Services 2007 — 2007
CNA, Nursing
West Ottawa High School 1998 — 2002
High School Diploma, College Prep
Wachovia, A Wells Fargo Company March 2011 - August 2011
ANI April 2008 - January 2010
Grand Valley State University 2002 - 2006
Skills
Interviews, Leadership, Healthcare, Customer Service, Management, Human Resources, Microsoft Office, Medical Terminology, Public Speaking
Education
Kaplan University 2010 — 2010
MBA, Human Resource Management
Grand Valley State University 2004 — 2009
Bachelors of Science, Health Sciences and Psychology
Walker Medical Instructional Services 2007 — 2007
CNA, Nursing
West Ottawa High School 1998 — 2002
High School Diploma, College Prep
Rick Moser Rick Moser's Wachovia, A Wells Fargo Company Experience February 2004 - October 2005
Job Sr Systems Engineer at Duke Energy Corporation
Industry Utilities
Experience
Duke Energy Corporation September 2010 - Present
Cogentrix Energy, LLC August 2006 - September 2010
AGDATA, 2005 - 2006
Wachovia, A Wells Fargo Company February 2004 - October 2005
Northeast Medical Center November 2003 - January 2004
Bald Eagle Technologies May 2003 - October 2003
TEKsystems February 2003 - May 2003
Rolnick Management Corporation September 1998 - February 2003
Skills
Project Management, Active Directory, DHCP, Cisco Technologies, Cisco IPS, Networking, Network Topology, LAN-WAN, Windows Server, Troubleshooting, Virtualization, MS Project, Visio, Microsoft SQL Server, Process Improvement, Analysis, Automation, NERC, Telecommunications, Engineering, Cisco Routers, Software Documentation, Nuclear, Power Generation, Security, Integration, Firewalls, VPN, TCP/IP, Technical Support, Switches, Routers, Testing, Network Security, Servers, Network Engineering, Enterprise Architecture, Infrastructure, Power Plants, Electric Power, Smart Grid, Energy, Power Systems, System Deployment, Power Distribution, Instrumentation, Electricity, CCNA, XP, Microsoft Exchange
Education
Georgia Institute of Technology
Bachelor's of Science - Electrical / Computer Engineering
Duke Energy Corporation September 2010 - Present
Cogentrix Energy, LLC August 2006 - September 2010
AGDATA, 2005 - 2006
Wachovia, A Wells Fargo Company February 2004 - October 2005
Northeast Medical Center November 2003 - January 2004
Bald Eagle Technologies May 2003 - October 2003
TEKsystems February 2003 - May 2003
Rolnick Management Corporation September 1998 - February 2003
Skills
Project Management, Active Directory, DHCP, Cisco Technologies, Cisco IPS, Networking, Network Topology, LAN-WAN, Windows Server, Troubleshooting, Virtualization, MS Project, Visio, Microsoft SQL Server, Process Improvement, Analysis, Automation, NERC, Telecommunications, Engineering, Cisco Routers, Software Documentation, Nuclear, Power Generation, Security, Integration, Firewalls, VPN, TCP/IP, Technical Support, Switches, Routers, Testing, Network Security, Servers, Network Engineering, Enterprise Architecture, Infrastructure, Power Plants, Electric Power, Smart Grid, Energy, Power Systems, System Deployment, Power Distribution, Instrumentation, Electricity, CCNA, XP, Microsoft Exchange
Education
Georgia Institute of Technology
Bachelor's of Science - Electrical / Computer Engineering
Jim Flock, Jr., CCIM, CPM Jim Flock, Jr., CCIM, CPM's Wachovia, A Wells Fargo Company Experience 1995 - 1998
Job Partner at Forum Management Group, Inc.
Industry Commercial Real Estate
Experience
Forum Management Group, Inc. 2006 - Present
Duke Realty Corporation 2004 - 2006
Hines 1998 - 2004
Wachovia, A Wells Fargo Company 1995 - 1998
Skills
Disposition, Brokerage, Property Management, Tenant Representation, Acquisitions, Tenant, Leases, Corporate Real Estate, Landlord, Lease Administration, Real Estate Economics, Lease Negotiations, Location Intelligence, Corporate Finance, Commercial Real Estate
Education
Georgia State University 1996 — 1998
MBA, Real Estate
Kennesaw State University - Michael J. Coles College of Business 1994 — 1996
BBA, Accounting
Forum Management Group, Inc. 2006 - Present
Duke Realty Corporation 2004 - 2006
Hines 1998 - 2004
Wachovia, A Wells Fargo Company 1995 - 1998
Skills
Disposition, Brokerage, Property Management, Tenant Representation, Acquisitions, Tenant, Leases, Corporate Real Estate, Landlord, Lease Administration, Real Estate Economics, Lease Negotiations, Location Intelligence, Corporate Finance, Commercial Real Estate
Education
Georgia State University 1996 — 1998
MBA, Real Estate
Kennesaw State University - Michael J. Coles College of Business 1994 — 1996
BBA, Accounting
Katherine Spradley Katherine Spradley's Wachovia, A Wells Fargo Company Experience 2004 - 2008
Job Chief Information Officer
Industry Higher Education
Experience
Private Non-profit June 2015 - Present
Campbell University 2008 - Present
Private Non-profit 2012 - May 2015
Campbell University 2011 - May 2015
Wachovia, A Wells Fargo Company 2004 - 2008
First Investors Corporation 2003 - 2004
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, FrontPage, Captivate, Photoshop, HTML, Public Works, Public Speaking, Informer, Strategic Financial..., Research, Higher Education, Teaching, Wealth Management, Strategic Planning, Estate Planning, Non-profits, Distance Learning, Staff Development, Instructional Design, Leadership Development, Curriculum Design, Curriculum Development, Training, University Teaching, E-Learning, Program Development, Program Management, Data Analysis, Nonprofits, Adult Education, Management, Leadership
Education
Georgia State University - J. Mack Robinson College of Business 2014 — 2018
DBA, Business Administration
Strayer University (VA) 2005 — 2006
MBA, Management
Campbell University 2000 — 2003
BBA, Trust and Investment Management Minor Financial Planning
Private Non-profit June 2015 - Present
Campbell University 2008 - Present
Private Non-profit 2012 - May 2015
Campbell University 2011 - May 2015
Wachovia, A Wells Fargo Company 2004 - 2008
First Investors Corporation 2003 - 2004
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, FrontPage, Captivate, Photoshop, HTML, Public Works, Public Speaking, Informer, Strategic Financial..., Research, Higher Education, Teaching, Wealth Management, Strategic Planning, Estate Planning, Non-profits, Distance Learning, Staff Development, Instructional Design, Leadership Development, Curriculum Design, Curriculum Development, Training, University Teaching, E-Learning, Program Development, Program Management, Data Analysis, Nonprofits, Adult Education, Management, Leadership
Education
Georgia State University - J. Mack Robinson College of Business 2014 — 2018
DBA, Business Administration
Strayer University (VA) 2005 — 2006
MBA, Management
Campbell University 2000 — 2003
BBA, Trust and Investment Management Minor Financial Planning
Rude M Laine Rude M Laine's Wachovia, A Wells Fargo Company Experience February 2011 - June 2012
Job Licensed Personal Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2014 - Present
Wells Fargo July 2012 - Present
Investment Banking Institute February 2014 - March 2014
Wachovia, A Wells Fargo Company February 2011 - June 2012
Skills
Microsoft Office, Bloomberg Terminal, Banking, Analysis, Credit, Loans, Finance, Leadership, Microsoft Excel, Microsoft Word, Sales
Education
Georgia State University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Wells Fargo July 2014 - Present
Wells Fargo July 2012 - Present
Investment Banking Institute February 2014 - March 2014
Wachovia, A Wells Fargo Company February 2011 - June 2012
Skills
Microsoft Office, Bloomberg Terminal, Banking, Analysis, Credit, Loans, Finance, Leadership, Microsoft Excel, Microsoft Word, Sales
Education
Georgia State University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Josh Ibbs's Wachovia, A Wells Fargo Company Experience October 2005 - December 2006
Job Seeking New Opportunities
Industry Banking
Experience
Georgia-Pacific Professional January 2014 - June 2014
Georgia State University May 2013 - August 2013
Georgia's Own Credit Union December 2009 - November 2012
Georgias Own Credit Union February 2008 - December 2009
Georgias Own Credit Union April 2007 - February 2008
Wachovia, A Wells Fargo Company October 2005 - December 2006
Skills
Microsoft Excel, CRM, Marketing Research, Relational Databases, Banking, Credit, Loans, Financial Analysis, Strategic Planning, Risk Management, Microsoft Office, Team Leadership, Analysis, Budgets, Business Development, Leadership, Team Building, Coaching, Management, Training, Marketing, Sales Management, Portfolio Management, Finance, Executive Management, Process Improvement, Customer Service, Visio, Project Management, Product Management, Business Analysis, SharePoint, New Business Development, Sales, Policy, Market Analysis, Competitive Analysis, Project Planning, Lead Generation, Teamwork, Research, Retail, Vendor Management, Change Management, Program Management, Business Process..., Salesforce.com, Forecasting, Operations Management, Data Analysis
Education
Georgia State University 2010 — 2013
Bachelor of Science (BS), Public Policy, Urban Planning and Economic Development
Georgia State University - J. Mack Robinson College of Business 2010 — 2013
Minor, Computer Information Systems
Georgia Perimeter College 2006 — 2009
A.A., Sociology
Georgia-Pacific Professional January 2014 - June 2014
Georgia State University May 2013 - August 2013
Georgia's Own Credit Union December 2009 - November 2012
Georgias Own Credit Union February 2008 - December 2009
Georgias Own Credit Union April 2007 - February 2008
Wachovia, A Wells Fargo Company October 2005 - December 2006
Skills
Microsoft Excel, CRM, Marketing Research, Relational Databases, Banking, Credit, Loans, Financial Analysis, Strategic Planning, Risk Management, Microsoft Office, Team Leadership, Analysis, Budgets, Business Development, Leadership, Team Building, Coaching, Management, Training, Marketing, Sales Management, Portfolio Management, Finance, Executive Management, Process Improvement, Customer Service, Visio, Project Management, Product Management, Business Analysis, SharePoint, New Business Development, Sales, Policy, Market Analysis, Competitive Analysis, Project Planning, Lead Generation, Teamwork, Research, Retail, Vendor Management, Change Management, Program Management, Business Process..., Salesforce.com, Forecasting, Operations Management, Data Analysis
Education
Georgia State University 2010 — 2013
Bachelor of Science (BS), Public Policy, Urban Planning and Economic Development
Georgia State University - J. Mack Robinson College of Business 2010 — 2013
Minor, Computer Information Systems
Georgia Perimeter College 2006 — 2009
A.A., Sociology
Jonathan Blanchard Jonathan Blanchard's Wachovia, A Wells Fargo Company Experience December 2003 - February 2007
Job Vice President, Fidelity Bank
Industry Banking
Experience
Fidelity Bank February 2007 - Present
Wachovia, A Wells Fargo Company December 2003 - February 2007
SunTrust Bank November 2001 - December 2003
First Citizens Bank March 1998 - November 2001
Education
Georgia Southern University 1993 — 1998
BBA, Finance
Fidelity Bank February 2007 - Present
Wachovia, A Wells Fargo Company December 2003 - February 2007
SunTrust Bank November 2001 - December 2003
First Citizens Bank March 1998 - November 2001
Education
Georgia Southern University 1993 — 1998
BBA, Finance
Catherine Mallon Catherine Mallon's Wachovia, A Wells Fargo Company Experience January 1998 - December 1999
Job Accounting Tech at UNC Asheville
Industry Higher Education
Experience
UNC Asheville March 2015 - Present
Columbia County Board of Commissioners November 2013 - March 2015
Columbia County Board of Commissioners March 2005 - November 2013
Studio 3 Design Group, P.C. February 2001 - March 2005
Lockwood Greene Engineers (Pharmacia) 1999 - 2001
Wachovia, A Wells Fargo Company January 1998 - December 1999
Castleberry's Food Company March 1993 - February 1998
M.O.M. 1990 - 1994
SunTrust Bank 1985 - 1990
American General Finance 1982 - 1985
Skills
Creative Marketing, Food Marketing, Forecasting, Proficient in Microsoft..., Proficient in SAP, Proficient in Munis, Food show set-up, Proficient in Software..., Food Industry, Fortran/Cobol Programmer, SAP, Marketing, Industrial Project..., Finished Goods..., Human Resources, Payroll, Accounting, Public Relations, Office Management, Sales, Budgets, Project Management, Customer Service, Microsoft Office, Public Speaking, Team Building, Leadership, Management, Event Planning, Contract Negotiation
Education
Georgia Military College-Augusta Campus 1981 — 1985
Computer Science
Evans High School 1979 — 1982
Tutt Jr High School
UNC Asheville March 2015 - Present
Columbia County Board of Commissioners November 2013 - March 2015
Columbia County Board of Commissioners March 2005 - November 2013
Studio 3 Design Group, P.C. February 2001 - March 2005
Lockwood Greene Engineers (Pharmacia) 1999 - 2001
Wachovia, A Wells Fargo Company January 1998 - December 1999
Castleberry's Food Company March 1993 - February 1998
M.O.M. 1990 - 1994
SunTrust Bank 1985 - 1990
American General Finance 1982 - 1985
Skills
Creative Marketing, Food Marketing, Forecasting, Proficient in Microsoft..., Proficient in SAP, Proficient in Munis, Food show set-up, Proficient in Software..., Food Industry, Fortran/Cobol Programmer, SAP, Marketing, Industrial Project..., Finished Goods..., Human Resources, Payroll, Accounting, Public Relations, Office Management, Sales, Budgets, Project Management, Customer Service, Microsoft Office, Public Speaking, Team Building, Leadership, Management, Event Planning, Contract Negotiation
Education
Georgia Military College-Augusta Campus 1981 — 1985
Computer Science
Evans High School 1979 — 1982
Tutt Jr High School
Emily Adam Emily Adam's Wachovia, A Wells Fargo Company Experience September 2010 - August 2012
Job Customer Service Representative at China Vitamins
Industry Consumer Goods
Experience
China Vitamins May 2014 - Present
Tronex Company July 2012 - May 2014
Wachovia, A Wells Fargo Company September 2010 - August 2012
Wells Fargo Financial April 2010 - September 2010
Open Minds September 2008 - March 2010
Merrill Lynch May 2008 - August 2008
Skills
Customer Service, PowerPoint, Capital Markets, Credit, Microsoft Excel, Research, Outlook, Derivatives, Sales, Microsoft Word, Event Planning
Education
Gettysburg College 2006 — 2010
Bachelor of Arts, Economics, Business Studies
China Vitamins May 2014 - Present
Tronex Company July 2012 - May 2014
Wachovia, A Wells Fargo Company September 2010 - August 2012
Wells Fargo Financial April 2010 - September 2010
Open Minds September 2008 - March 2010
Merrill Lynch May 2008 - August 2008
Skills
Customer Service, PowerPoint, Capital Markets, Credit, Microsoft Excel, Research, Outlook, Derivatives, Sales, Microsoft Word, Event Planning
Education
Gettysburg College 2006 — 2010
Bachelor of Arts, Economics, Business Studies
Ian Scroggs's Wachovia, A Wells Fargo Company Experience June 2010 - May 2011
Job Associate, Private Wealth Management Legal Specialty Group
Industry Financial Services
Experience
Private Wealth Management Legal Specialty Group June 2013 - Present
Financial Industry Regulatory Authority November 2012 - January 2013
Merrill Lynch March 2012 - November 2012
Wells Fargo May 2011 - April 2012
Wachovia, A Wells Fargo Company June 2010 - May 2011
Skills
Wealth Management, Investments, Portfolio Management, Financial Analysis, Financial Services, Risk Management, Finance, Bond Trader Pro®, Morningstar Advisor..., Placing Orders, Annuity Net, Frontline Presentation..., Cashiering, First Rate Advisor, Envestnet, Microsoft Excel, Adobe Acrobat, Microsoft Office, Annuity Servicing, Variable Life & Health, Cash Flow Analysis, Operational Risk, Investment Advisory, Investment Sales, Private Equity, Managed Futures
Education
George Mason University
Certified Financial Planner, Professional Designation, Finance
University of Maryland College Park
Bachelor of Arts (B.A.), Economics
Private Wealth Management Legal Specialty Group June 2013 - Present
Financial Industry Regulatory Authority November 2012 - January 2013
Merrill Lynch March 2012 - November 2012
Wells Fargo May 2011 - April 2012
Wachovia, A Wells Fargo Company June 2010 - May 2011
Skills
Wealth Management, Investments, Portfolio Management, Financial Analysis, Financial Services, Risk Management, Finance, Bond Trader Pro®, Morningstar Advisor..., Placing Orders, Annuity Net, Frontline Presentation..., Cashiering, First Rate Advisor, Envestnet, Microsoft Excel, Adobe Acrobat, Microsoft Office, Annuity Servicing, Variable Life & Health, Cash Flow Analysis, Operational Risk, Investment Advisory, Investment Sales, Private Equity, Managed Futures
Education
George Mason University
Certified Financial Planner, Professional Designation, Finance
University of Maryland College Park
Bachelor of Arts (B.A.), Economics
Erika Tidwell Erika Tidwell's Wachovia, A Wells Fargo Company Experience November 2005 - December 2010
Job ASSISTANT VICE PRESIDENT Financial Reporting Corporate and Reg RptgRegulatory Reporting Operations at Citi
Industry Banking
Experience
Citi March 2015 - Present
Citi November 2012 - March 2015
Citi December 2010 - November 2012
Wachovia, A Wells Fargo Company November 2005 - December 2010
Babies R Us May 2002 - May 2005
Almacenes Exito S.A. June 1994 - June 2000
Skills
Banking, Consumer Lending, Loans, Credit, Credit Analysis, Mortgage Lending, Retail Banking, Commercial Banking, Mortgage Banking, Loan Origination, Financial Analysis, Financial Modeling, Risk Management, Small Business Lending, AML, Management, Anti Money Laundering, Analysis, Finance, Financial Risk
Education
Georgia Institute of Technology 2000 — 2001
Certificate in English as a Second Language, Second Language Learning
Universidad de Medellín 2000 — 2001
Master’s Degree, Marketing Management
Universidad Pontificia Bolivariana 1994 — 2000
Bachelor of Arts in Business Administration, Concentration: Marketing and Finance
Citi March 2015 - Present
Citi November 2012 - March 2015
Citi December 2010 - November 2012
Wachovia, A Wells Fargo Company November 2005 - December 2010
Babies R Us May 2002 - May 2005
Almacenes Exito S.A. June 1994 - June 2000
Skills
Banking, Consumer Lending, Loans, Credit, Credit Analysis, Mortgage Lending, Retail Banking, Commercial Banking, Mortgage Banking, Loan Origination, Financial Analysis, Financial Modeling, Risk Management, Small Business Lending, AML, Management, Anti Money Laundering, Analysis, Finance, Financial Risk
Education
Georgia Institute of Technology 2000 — 2001
Certificate in English as a Second Language, Second Language Learning
Universidad de Medellín 2000 — 2001
Master’s Degree, Marketing Management
Universidad Pontificia Bolivariana 1994 — 2000
Bachelor of Arts in Business Administration, Concentration: Marketing and Finance
Leon B Sheppard Leon B Sheppard's Wachovia, A Wells Fargo Company Experience 2001 - 2004
Job Human Resources Professional
Industry Human Resources
Experience
PeopleStrategy December 2013 - May 2015
Fidelity Investments October 2005 - April 2012
JC Penney 1999 - 2005
Wachovia, A Wells Fargo Company 2001 - 2004
Skills
Access, 401k, Investments, Training, Payroll, Benefits Administration, Data Analysis, Analysis, Microsoft Excel, Financial Services, Sales Operations, Public Speaking, Employee Benefits, Management, Call Centers, Lotus Notes, Process Improvement, Risk Management, Human Resources, System Administration, PeopleSoft, Business Analysis, Customer Service, Software Documentation, Personnel Management, Microsoft Office, HRIS, Team Building, Insurance
Education
Georgia State University
BBA, Human Resources
Georgia State University
BA, International Spanish
PeopleStrategy December 2013 - May 2015
Fidelity Investments October 2005 - April 2012
JC Penney 1999 - 2005
Wachovia, A Wells Fargo Company 2001 - 2004
Skills
Access, 401k, Investments, Training, Payroll, Benefits Administration, Data Analysis, Analysis, Microsoft Excel, Financial Services, Sales Operations, Public Speaking, Employee Benefits, Management, Call Centers, Lotus Notes, Process Improvement, Risk Management, Human Resources, System Administration, PeopleSoft, Business Analysis, Customer Service, Software Documentation, Personnel Management, Microsoft Office, HRIS, Team Building, Insurance
Education
Georgia State University
BBA, Human Resources
Georgia State University
BA, International Spanish
Richard Fairey Richard Fairey's Wachovia, A Wells Fargo Company Experience April 1993 - October 2009
Job President/Chief Operating Officer at BrandBank (GA)
Industry Banking
Experience
BrandBank (GA) December 2012 - Present
Regions Financial Corporation September 2009 - September 2012
Wachovia, A Wells Fargo Company April 1993 - October 2009
Skills
Financial Analysis, Loans, Credit, Strategic Planning, Banking, Credit Analysis, Process Improvement, Sales Management, Small Business Lending, Underwriting, Portfolio Management, Customer Service, Investments, Business Strategy, Commercial Lending, Business Analysis, Project Management, Cross-functional Team..., Budgets, Business Development
Education
Georgia Institute of Technology 2009 — 2010
Master of Business Administration (M.B.A.), Global Finance
Georgia State University - J. Mack Robinson College of Business 1986 — 1990
BBA
BrandBank (GA) December 2012 - Present
Regions Financial Corporation September 2009 - September 2012
Wachovia, A Wells Fargo Company April 1993 - October 2009
Skills
Financial Analysis, Loans, Credit, Strategic Planning, Banking, Credit Analysis, Process Improvement, Sales Management, Small Business Lending, Underwriting, Portfolio Management, Customer Service, Investments, Business Strategy, Commercial Lending, Business Analysis, Project Management, Cross-functional Team..., Budgets, Business Development
Education
Georgia Institute of Technology 2009 — 2010
Master of Business Administration (M.B.A.), Global Finance
Georgia State University - J. Mack Robinson College of Business 1986 — 1990
BBA
Andrew Nuttall Andrew Nuttall's Wachovia, A Wells Fargo Company Experience 1986 - 1989
Job Director of Global Revenue Management at Kellogg Company
Industry Consumer Goods
Experience
Kellogg Company May 2015 - Present
Kellogg Company December 2010 - Present
Hostess Brands April 2010 - December 2010
Georgia-Pacific LLC February 1995 - October 2009
Arthur Andersen 1993 - 1995
Coopers & Lybrand 1991 - October 1993
National Service Industries 1989 - 1991
Wachovia, A Wells Fargo Company 1986 - 1989
Skills
Strategic Planning, Program Management, Analysis, FMCG, CRM, Marketing, Sales Management, Leadership, Shopper Marketing, Forecasting, Trade Marketing
Education
Georgia State University - J. Mack Robinson College of Business 1988 — 1991
MBA, CIS
University of Wisconsin-Oshkosh 1979 — 1984
BBA, Finance
Kellogg Company May 2015 - Present
Kellogg Company December 2010 - Present
Hostess Brands April 2010 - December 2010
Georgia-Pacific LLC February 1995 - October 2009
Arthur Andersen 1993 - 1995
Coopers & Lybrand 1991 - October 1993
National Service Industries 1989 - 1991
Wachovia, A Wells Fargo Company 1986 - 1989
Skills
Strategic Planning, Program Management, Analysis, FMCG, CRM, Marketing, Sales Management, Leadership, Shopper Marketing, Forecasting, Trade Marketing
Education
Georgia State University - J. Mack Robinson College of Business 1988 — 1991
MBA, CIS
University of Wisconsin-Oshkosh 1979 — 1984
BBA, Finance
Brian Hartley Brian Hartley's Wachovia, A Wells Fargo Company Experience September 2007 - December 2010
Job Business Relationship Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank August 2011 - Present
Wells Fargo December 2010 - August 2011
Wachovia, A Wells Fargo Company September 2007 - December 2010
Skills
Commercial Banking, Commercial Lending, Treasury Management, Finance, Merchant Services, Underwriting, Small Business Lending, Credit Analysis, Portfolio Management, Financial Analysis, Commercial Real Estate, Cross Selling, Relationship Management, Deposits, SBA, Lines Of Credit
Education
Georgia College and State University 2007 — 2009
MBA, Management
Wells Fargo Bank August 2011 - Present
Wells Fargo December 2010 - August 2011
Wachovia, A Wells Fargo Company September 2007 - December 2010
Skills
Commercial Banking, Commercial Lending, Treasury Management, Finance, Merchant Services, Underwriting, Small Business Lending, Credit Analysis, Portfolio Management, Financial Analysis, Commercial Real Estate, Cross Selling, Relationship Management, Deposits, SBA, Lines Of Credit
Education
Georgia College and State University 2007 — 2009
MBA, Management
Adriana Hafiane Adriana Hafiane's Wachovia, A Wells Fargo Company Experience 2004 - 2005
Job Director of Service Technology at ADP
Industry Information Technology and Services
Experience
ADP April 2013 - April 2015
Philips July 2012 - April 2013
Bank of America September 2011 - April 2012
John Hancock Life Insurance Company (U.S.A.) March 2011 - August 2011
TD Waterhouse August 2010 - February 2011
Wells Fargo Advisors February 2004 - January 2011
Wachovia, A Wells Fargo Company 2004 - 2005
Metastorm 1997 - 2002
Skills
SDLC, Business Analysis, Requirements Gathering, Software Documentation, Testing, Risk Management, Business Intelligence, Project Management, Analysis, Management, Databases, Project Planning, Training, Process Improvement, Leadership
Education
Business Analysis/Business Process Management
George Mason University
BS, Biology
ADP April 2013 - April 2015
Philips July 2012 - April 2013
Bank of America September 2011 - April 2012
John Hancock Life Insurance Company (U.S.A.) March 2011 - August 2011
TD Waterhouse August 2010 - February 2011
Wells Fargo Advisors February 2004 - January 2011
Wachovia, A Wells Fargo Company 2004 - 2005
Metastorm 1997 - 2002
Skills
SDLC, Business Analysis, Requirements Gathering, Software Documentation, Testing, Risk Management, Business Intelligence, Project Management, Analysis, Management, Databases, Project Planning, Training, Process Improvement, Leadership
Education
Business Analysis/Business Process Management
George Mason University
BS, Biology
Sue Burden's Wachovia, A Wells Fargo Company Experience 2002 - 2012
Job Programmer / Analyst
Industry Information Technology and Services
Experience
Wachovia, A Wells Fargo Company 2002 - 2012
First Union National Bank (Wachovia Bank) 1999 - 2002
First Union National Bank (Wachovia Bank) 1997 - 1999
First Union National Bank (Wachovia Bank) 1996 - 1997
Sara Lee Bakery 1992 - 1995
Skills
IBM Mainframe, COBOL, DB2/SQL, Fileaid, VSAM, Easytrieve, ISPF, TSO, JCL, SAS, NDM, Disaster Recovery, Data Security..., Data Security, DSA, RACF, Application Security, Technical Documentation, End User Support, Desktop Support, NetOp, Workflow and Image..., Document Imaging, Workflow, Information Gathering, Reporting Skills, Organizing Meetings, Live Meeting, Meeting Management, Technical Training, Training Course..., Technical Writing, Developer Tools, Expeditor, Volunteer Coordination, Community Service, Visio, Excel, Word, PowerPoint, Access, Resilient, Attention To Detail, Highly Adaptable, Skilled Communicator, Positive Attitude, Analytical Abilities
Education
Georgia State University
Bachelor of Business Administration, Computer Information Systems
Wachovia, A Wells Fargo Company 2002 - 2012
First Union National Bank (Wachovia Bank) 1999 - 2002
First Union National Bank (Wachovia Bank) 1997 - 1999
First Union National Bank (Wachovia Bank) 1996 - 1997
Sara Lee Bakery 1992 - 1995
Skills
IBM Mainframe, COBOL, DB2/SQL, Fileaid, VSAM, Easytrieve, ISPF, TSO, JCL, SAS, NDM, Disaster Recovery, Data Security..., Data Security, DSA, RACF, Application Security, Technical Documentation, End User Support, Desktop Support, NetOp, Workflow and Image..., Document Imaging, Workflow, Information Gathering, Reporting Skills, Organizing Meetings, Live Meeting, Meeting Management, Technical Training, Training Course..., Technical Writing, Developer Tools, Expeditor, Volunteer Coordination, Community Service, Visio, Excel, Word, PowerPoint, Access, Resilient, Attention To Detail, Highly Adaptable, Skilled Communicator, Positive Attitude, Analytical Abilities
Education
Georgia State University
Bachelor of Business Administration, Computer Information Systems
Nick Davis Nick Davis's Wachovia, A Wells Fargo Company Experience June 2007 - May 2008
Job Account Executive at Sayers
Industry Information Technology and Services
Experience
Sayers October 2013 - Present
Check Point Software Technologies June 2012 - October 2013
Alert Logic July 2011 - March 2012
Symantec October 2010 - April 2011
SecureWorks May 2008 - November 2010
Wachovia, A Wells Fargo Company June 2007 - May 2008
Mortgage Lenders Network October 2005 - December 2007
GMFS Lending March 2005 - October 2005
SunTrust Bank August 2003 - March 2005
Skills
Pricing, Penetration Testing, Solution Selling, Salesforce.com, SaaS, Cloud Computing, Direct Sales, Cold Calling, Sales Process, Lead Generation, Account Management, Managed Services, Networking, Professional Services, Start-ups, Channel Partners, Network Security, New Business Development, CRM, Enterprise Software, Information Security, Business Development, Sales, Sales Management, Security, Leadership, Pre-sales, Software Industry, Consulting, Sales Operations, Strategic Partnerships, Data Center, Go-to-market Strategy, Partner Management, Business Alliances, Selling, Training, Wireless
Education
Georgia Southern University 1998 — 2003
B.B.A, Business Administration; Finance
Dacula High School 1995 — 1998
College Prepatory Diploma
Sayers October 2013 - Present
Check Point Software Technologies June 2012 - October 2013
Alert Logic July 2011 - March 2012
Symantec October 2010 - April 2011
SecureWorks May 2008 - November 2010
Wachovia, A Wells Fargo Company June 2007 - May 2008
Mortgage Lenders Network October 2005 - December 2007
GMFS Lending March 2005 - October 2005
SunTrust Bank August 2003 - March 2005
Skills
Pricing, Penetration Testing, Solution Selling, Salesforce.com, SaaS, Cloud Computing, Direct Sales, Cold Calling, Sales Process, Lead Generation, Account Management, Managed Services, Networking, Professional Services, Start-ups, Channel Partners, Network Security, New Business Development, CRM, Enterprise Software, Information Security, Business Development, Sales, Sales Management, Security, Leadership, Pre-sales, Software Industry, Consulting, Sales Operations, Strategic Partnerships, Data Center, Go-to-market Strategy, Partner Management, Business Alliances, Selling, Training, Wireless
Education
Georgia Southern University 1998 — 2003
B.B.A, Business Administration; Finance
Dacula High School 1995 — 1998
College Prepatory Diploma
Karen Cavazos, PHR Karen Cavazos, PHR's Wachovia, A Wells Fargo Company Experience January 2007 - January 2010
Job Recruiting Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2013 - Present
Wells Fargo January 2010 - July 2013
Wachovia, A Wells Fargo Company January 2007 - January 2010
World Savings December 2005 - January 2007
American Express October 2003 - December 2005
Multiple Choice Mortgage May 2003 - October 2003
Spectrum Financial Group March 2003 - May 2003
World Savings July 1998 - March 2003
Skills
Mortgage Lending, Recruiting, Applicant Tracking..., Banking, Talent Acquisition, Branch Management, Sales, HR Consulting, Employment Law, Cold Calling Experience, Interviews, Leadership, Lead Generation, Sourcing, Job Coaching, Resume Writing, Employee Benefits, HR Policies, Diversity & Inclusion, Hiring, College Recruiting, Management, Human Resources, HRIS, Cold Calling, PeopleSoft, Coaching, Onboarding, Financial Services, Employee Relations, Training
Education
Glendale Community College 1989 — 1991
Wells Fargo August 2013 - Present
Wells Fargo January 2010 - July 2013
Wachovia, A Wells Fargo Company January 2007 - January 2010
World Savings December 2005 - January 2007
American Express October 2003 - December 2005
Multiple Choice Mortgage May 2003 - October 2003
Spectrum Financial Group March 2003 - May 2003
World Savings July 1998 - March 2003
Skills
Mortgage Lending, Recruiting, Applicant Tracking..., Banking, Talent Acquisition, Branch Management, Sales, HR Consulting, Employment Law, Cold Calling Experience, Interviews, Leadership, Lead Generation, Sourcing, Job Coaching, Resume Writing, Employee Benefits, HR Policies, Diversity & Inclusion, Hiring, College Recruiting, Management, Human Resources, HRIS, Cold Calling, PeopleSoft, Coaching, Onboarding, Financial Services, Employee Relations, Training
Education
Glendale Community College 1989 — 1991
Rex Karger Rex Karger's Wachovia, A Wells Fargo Company Experience March 1983 - June 1988
Job Owner, Beta South Technology
Industry Chemicals
Experience
Beta Enterprises January 1998 - Present
Beta South Technology March 1993 - Present
First South January 1988 - Present
Wachovia, A Wells Fargo Company March 1983 - June 1988
Education
Georgia State University
Tulane University
University of New Orleans
Beta Enterprises January 1998 - Present
Beta South Technology March 1993 - Present
First South January 1988 - Present
Wachovia, A Wells Fargo Company March 1983 - June 1988
Education
Georgia State University
Tulane University
University of New Orleans
Andre Moore Andre Moore's Wachovia, A Wells Fargo Company Experience August 1997 - March 2000
Job Experienced Finance & Strategy Professional
Industry Investment Management
Experience
Bonsack Business Strategies May 2008 - Present
The RLJ Companies February 2007 - May 2008
Credit Suisse 2002 - 2007
Pepsi Bottling Ventures March 2000 - August 2000
Wachovia, A Wells Fargo Company August 1997 - March 2000
Education
Georgetown University - The McDonough School of Business 2000 — 2002
MBA, Finance
South Carolina State University 1995 — 1997
MS, Agribusiness
South Carolina State University 1990 — 1995
BS, Agribusiness
Bonsack Business Strategies May 2008 - Present
The RLJ Companies February 2007 - May 2008
Credit Suisse 2002 - 2007
Pepsi Bottling Ventures March 2000 - August 2000
Wachovia, A Wells Fargo Company August 1997 - March 2000
Education
Georgetown University - The McDonough School of Business 2000 — 2002
MBA, Finance
South Carolina State University 1995 — 1997
MS, Agribusiness
South Carolina State University 1990 — 1995
BS, Agribusiness
Rubbie Lucas Rubbie Lucas's Wachovia, A Wells Fargo Company Experience June 1996 - October 2003
Job Data/Reporting Analyst at HartsfieldJackson Atlanta International Airport
Industry Airlines/Aviation
Experience
City of Atlanta / Department of Aviaiton November 2003 - Present
Wachovia, A Wells Fargo Company June 1996 - October 2003
City of Atlanta February 1987 - June 1996
Skills
Outlook, Policy, PowerPoint, Government, Microsoft Word, Budgets, Analysis, Microsoft Excel, Process Scheduler, Event Planning, Microsoft Office, Payroll, Project Management, Office Management, General Ledger, Customer Service..., Account Reconciliation, Proofreading, Customer Service
Education
Georgia Perimeter College 1977 — 1979
Business Administration
Morris Brown College 1970 — 1972
Business Administration
Emory University/Hartsfield-Jackson Atlanta International Airport
Business Essentials for Associates
The University of Georgia - Carl Vinson Institute of Government and Georgia Center for Continuing Ed
Management Development Program Level 1
City of Atlanta / Department of Aviaiton November 2003 - Present
Wachovia, A Wells Fargo Company June 1996 - October 2003
City of Atlanta February 1987 - June 1996
Skills
Outlook, Policy, PowerPoint, Government, Microsoft Word, Budgets, Analysis, Microsoft Excel, Process Scheduler, Event Planning, Microsoft Office, Payroll, Project Management, Office Management, General Ledger, Customer Service..., Account Reconciliation, Proofreading, Customer Service
Education
Georgia Perimeter College 1977 — 1979
Business Administration
Morris Brown College 1970 — 1972
Business Administration
Emory University/Hartsfield-Jackson Atlanta International Airport
Business Essentials for Associates
The University of Georgia - Carl Vinson Institute of Government and Georgia Center for Continuing Ed
Management Development Program Level 1
Lisa Jennings Ducharme Lisa Jennings Ducharme's Wachovia, A Wells Fargo Company Experience 2007 - 2009
Job EY Customer Experience Strategy, Senior Manager
Industry Financial Services
Experience
Ernst and Young 2011 - Present
Wachovia, A Wells Fargo Company 2007 - 2009
Wachovia Bank, N.A. 2001 - 2007
First Union 1989 - 1993
Skills
Access, Business Continuity, Business Planning, Employee Training, Financial Analysis, Financial Risk, Product Management, Risk Management, SDLC, Vendor Management, Project Management, Business Analysis, Leadership, Management, Financial Services, Banking, Strategy, Program Management, Customer Experience, Business Process..., Mergers, Integration, Process Improvement, Change Management, Strategic Planning, Relationship Management, Marketing, Management Consulting
Education
George Mason University
B.S., Economics
Ernst and Young 2011 - Present
Wachovia, A Wells Fargo Company 2007 - 2009
Wachovia Bank, N.A. 2001 - 2007
First Union 1989 - 1993
Skills
Access, Business Continuity, Business Planning, Employee Training, Financial Analysis, Financial Risk, Product Management, Risk Management, SDLC, Vendor Management, Project Management, Business Analysis, Leadership, Management, Financial Services, Banking, Strategy, Program Management, Customer Experience, Business Process..., Mergers, Integration, Process Improvement, Change Management, Strategic Planning, Relationship Management, Marketing, Management Consulting
Education
George Mason University
B.S., Economics
Carlo Gonzales, C.R.P.C.® Carlo Gonzales, C.R.P.C.®'s Wachovia, A Wells Fargo Company Experience October 2007 - January 2013
Job Private Client Group Relationship Manager at PNC
Industry Banking
Experience
PNC January 2013 - Present
Wachovia, A Wells Fargo Company October 2007 - January 2013
Ameriprise Financial Services, Inc. 2005 - 2006
Education
Greensboro College 2001 — 2005
Business Administration, Economics, Finance
PNC January 2013 - Present
Wachovia, A Wells Fargo Company October 2007 - January 2013
Ameriprise Financial Services, Inc. 2005 - 2006
Education
Greensboro College 2001 — 2005
Business Administration, Economics, Finance
Bryan Albea Bryan Albea's Wachovia, A Wells Fargo Company Experience April 2000 - February 2002
Job Sr. Manager
Industry Telecommunications
Experience
AT&T Mobility September 2008 - Present
BellSouth/AT&T September 2004 - September 2008
Earthlink January 2002 - September 2004
Wachovia, A Wells Fargo Company April 2000 - February 2002
New York Life Insurance Company April 1995 - April 2000
Skills
Competitive Analysis, Telecommunications, Cross-functional Team..., Analytics, Go-to-market Strategy, Product Management, Mobile Devices, Strategy, Segmentation, Product Marketing, Customer Experience, CRM, Multi-channel Marketing, Customer Insight, Strategic Partnerships, Business Intelligence, Market Research
Education
Georgia State University 1987 — 2000
B.S. Psychology
AT&T Mobility September 2008 - Present
BellSouth/AT&T September 2004 - September 2008
Earthlink January 2002 - September 2004
Wachovia, A Wells Fargo Company April 2000 - February 2002
New York Life Insurance Company April 1995 - April 2000
Skills
Competitive Analysis, Telecommunications, Cross-functional Team..., Analytics, Go-to-market Strategy, Product Management, Mobile Devices, Strategy, Segmentation, Product Marketing, Customer Experience, CRM, Multi-channel Marketing, Customer Insight, Strategic Partnerships, Business Intelligence, Market Research
Education
Georgia State University 1987 — 2000
B.S. Psychology
Diane Boos's Wachovia, A Wells Fargo Company Experience October 2008 - May 2009
Job insurance agent
Industry Insurance
Experience
HomeInsurance.com August 2009 - December 2014
Red Ventures August 2009 - December 2014
Wachovia a Wells Fargo Company October 2008 - May 2009
Brock and Scott Law Firm September 2008 - November 2008
Skills
Microsoft Excel, Property & Casualty..., Workers Compensation, Benefits Administration, Sales, Insurance, New Business Development, Social Media, General Insurance, Marketing Strategy, Account Management, Microsoft Office, Employee Benefits, Marketing, Social Media Marketing, Social Networking, Umbrella Insurance, Casualty, Customer Service, Sales Management, Call Centers, Strategic Planning, Renters, Flood Insurance, Homeowners, Licensed Property, Personal Lines Auto, Sales Presentations, Direct Sales, Online Advertising, Licensed Property &..., Underwriting, Term Life Insurance, Life Insurance, Leadership, Team Building
Education
Grand Canyon University 2009 — 2012
Master's Degree, Business Administration with an emphasis on Leadership
University of North Carolina at Wilmington 2004 — 2006
Bachelor's Degree, Business Administration with a concentration on Human Resources
HomeInsurance.com August 2009 - December 2014
Red Ventures August 2009 - December 2014
Wachovia a Wells Fargo Company October 2008 - May 2009
Brock and Scott Law Firm September 2008 - November 2008
Skills
Microsoft Excel, Property & Casualty..., Workers Compensation, Benefits Administration, Sales, Insurance, New Business Development, Social Media, General Insurance, Marketing Strategy, Account Management, Microsoft Office, Employee Benefits, Marketing, Social Media Marketing, Social Networking, Umbrella Insurance, Casualty, Customer Service, Sales Management, Call Centers, Strategic Planning, Renters, Flood Insurance, Homeowners, Licensed Property, Personal Lines Auto, Sales Presentations, Direct Sales, Online Advertising, Licensed Property &..., Underwriting, Term Life Insurance, Life Insurance, Leadership, Team Building
Education
Grand Canyon University 2009 — 2012
Master's Degree, Business Administration with an emphasis on Leadership
University of North Carolina at Wilmington 2004 — 2006
Bachelor's Degree, Business Administration with a concentration on Human Resources
David Schroth, CISA's Wachovia, A Wells Fargo Company Experience January 2010 - April 2011
Job Director at Design Compliance and Security, LLC
Industry Information Technology and Services
Experience
Design Compliance and Security, LLC May 2012 - Present
CSC May 2011 - May 2012
Wachovia, A Wells Fargo Company January 2010 - April 2011
Ernst & Young, LLP January 2005 - January 2010
Tech.E's Computer Outlets, Inc. January 2002 - September 2006
Georgia Pacific May 2004 - December 2004
Skills
SAS70, Oracle, Internal Controls, Business Analysis, Data Analysis, Windows, Microsoft SQL Server, VB.NET, Unix, ASP.NET, Linux, SSAE 16, PCI DSS, FISMA, Sarbanes-Oxley, Security, IT Audit, ISO 27001
Education
Georgia State University 2000 — 2004
Bachelors of Business Administration
Design Compliance and Security, LLC May 2012 - Present
CSC May 2011 - May 2012
Wachovia, A Wells Fargo Company January 2010 - April 2011
Ernst & Young, LLP January 2005 - January 2010
Tech.E's Computer Outlets, Inc. January 2002 - September 2006
Georgia Pacific May 2004 - December 2004
Skills
SAS70, Oracle, Internal Controls, Business Analysis, Data Analysis, Windows, Microsoft SQL Server, VB.NET, Unix, ASP.NET, Linux, SSAE 16, PCI DSS, FISMA, Sarbanes-Oxley, Security, IT Audit, ISO 27001
Education
Georgia State University 2000 — 2004
Bachelors of Business Administration
Nena Patrone's Wachovia, A Wells Fargo Company Experience December 2001 - November 2009
Job Vice President, Healthcare Business Banker at PNC
Industry Banking
Experience
PNC October 2013 - Present
PNC April 2012 - October 2013
Bank of America January 2011 - April 2012
Capital One November 2009 - January 2011
Wachovia, A Wells Fargo Company December 2001 - November 2009
Skills
Small Business Lending, Lines Of Credit, Consumer Lending, Commercial Banking, Loans, Mortgage Lending, Cross Selling, Credit, Treasury Management, Banking, Deposits, Cash Management, Commercial Lending, Investments, Credit Analysis, Risk Management, Merchant Services, Loan Origination, Commercial Mortgages, Credit Risk, Mortgage Banking, Retail Banking, Portfolio Management, Relationship Management, Underwriting, Refinance, Financial Services
Education
George Mason University 1997 — 2001
Bachelor of Arts (B.A.), Communication and Media Studies
PNC October 2013 - Present
PNC April 2012 - October 2013
Bank of America January 2011 - April 2012
Capital One November 2009 - January 2011
Wachovia, A Wells Fargo Company December 2001 - November 2009
Skills
Small Business Lending, Lines Of Credit, Consumer Lending, Commercial Banking, Loans, Mortgage Lending, Cross Selling, Credit, Treasury Management, Banking, Deposits, Cash Management, Commercial Lending, Investments, Credit Analysis, Risk Management, Merchant Services, Loan Origination, Commercial Mortgages, Credit Risk, Mortgage Banking, Retail Banking, Portfolio Management, Relationship Management, Underwriting, Refinance, Financial Services
Education
George Mason University 1997 — 2001
Bachelor of Arts (B.A.), Communication and Media Studies
Rob Bertke's Wachovia, A Wells Fargo Company Experience 1993 - 1996
Job SVP, R&D at Sage
Industry Financial Services
Experience
Sage Payment Solutions December 2008 - Present
SunTrust October 2005 - December 2008
OB10 2002 - 2004
American Express 1996 - 2002
Wachovia, A Wells Fargo Company 1993 - 1996
Skills
B2B, Integration, Process Engineering, Program Management, Strategic Planning, Product Management, Credit Cards, Business Strategy, SaaS, ERP, Payments, Team Leadership, Banking, Contract Negotiation, Product Marketing, Strategy, Start-ups, Management, Business Development, Strategic Partnerships, Cloud Computing, E-commerce, Business Intelligence, Enterprise Software, Leadership, Product Development, Project Management, Executive Management
Education
Georgia State University 1993 — 1995
BS, Decision Sciences
Sage Payment Solutions December 2008 - Present
SunTrust October 2005 - December 2008
OB10 2002 - 2004
American Express 1996 - 2002
Wachovia, A Wells Fargo Company 1993 - 1996
Skills
B2B, Integration, Process Engineering, Program Management, Strategic Planning, Product Management, Credit Cards, Business Strategy, SaaS, ERP, Payments, Team Leadership, Banking, Contract Negotiation, Product Marketing, Strategy, Start-ups, Management, Business Development, Strategic Partnerships, Cloud Computing, E-commerce, Business Intelligence, Enterprise Software, Leadership, Product Development, Project Management, Executive Management
Education
Georgia State University 1993 — 1995
BS, Decision Sciences
Jamine Hill's Wachovia, A Wells Fargo Company Experience 2000 - 2002
Job Product Manager at Citi
Industry Financial Services
Experience
Citi July 2011 - Present
Target Financial Services September 2010 - July 2011
Target Financial Services January 2009 - September 2010
Gap Inc. March 2006 - December 2008
Target 2005 - 2006
M&T Bank 2003 - 2005
M&T Bank 2002 - 2003
Wachovia, A Wells Fargo Company 2000 - 2002
May Department Stores 1998 - 2000
Federated Department Stores 1997 - 1998
Skills
Microsoft Excel, Cross-functional Team..., Strategic Planning, Retail, Competitive Analysis, Marketing, Relationship Management, Program Management, Vendor Management, Leadership, Business Development, Marketing Strategy, Project Management, Customer Service, Budgets, Strategy, Business Analysis, Forecasting, Product Management, Analytics, Process Improvement, Product Marketing
Education
George Mason University 2002 — 2005
MBA
The George Washington University - School of Business 1993 — 1997
BBA
Citi July 2011 - Present
Target Financial Services September 2010 - July 2011
Target Financial Services January 2009 - September 2010
Gap Inc. March 2006 - December 2008
Target 2005 - 2006
M&T Bank 2003 - 2005
M&T Bank 2002 - 2003
Wachovia, A Wells Fargo Company 2000 - 2002
May Department Stores 1998 - 2000
Federated Department Stores 1997 - 1998
Skills
Microsoft Excel, Cross-functional Team..., Strategic Planning, Retail, Competitive Analysis, Marketing, Relationship Management, Program Management, Vendor Management, Leadership, Business Development, Marketing Strategy, Project Management, Customer Service, Budgets, Strategy, Business Analysis, Forecasting, Product Management, Analytics, Process Improvement, Product Marketing
Education
George Mason University 2002 — 2005
MBA
The George Washington University - School of Business 1993 — 1997
BBA
Charles vanWynbergen's Wachovia, A Wells Fargo Company Experience November 1999 - December 2000
Job at Charitable Gift Fund
Industry Banking
Experience
US Bank May 2008 - August 2010
SunTrust Bank December 2000 - May 2008
Wachovia, A Wells Fargo Company November 1999 - December 2000
Maxim Consulting (Southern Co, State Farm Insurance) July 1998 - September 1999
MCI March 1993 - July 1998
Skills
Project Management, Banking, Business Analysis, Data Warehousing, Data Warehouse..., MS Project, Business Intelligence, SDLC
Education
Georgia State University
Georgia State University College of Law
University of Southern California
US Bank May 2008 - August 2010
SunTrust Bank December 2000 - May 2008
Wachovia, A Wells Fargo Company November 1999 - December 2000
Maxim Consulting (Southern Co, State Farm Insurance) July 1998 - September 1999
MCI March 1993 - July 1998
Skills
Project Management, Banking, Business Analysis, Data Warehousing, Data Warehouse..., MS Project, Business Intelligence, SDLC
Education
Georgia State University
Georgia State University College of Law
University of Southern California
John Foff III's Wachovia, A Wells Fargo Company Experience June 2005 - June 2007
Job Senior Content Manager at SNL Financial
Industry Information Technology and Services
Experience
SNL Financial August 2012 - Present
SNL Financial August 2011 - August 2012
Wachovia, A Wells Fargo Company June 2005 - June 2007
NOVA Savings Bank February 2003 - June 2005
Home Finance of America July 2002 - February 2003
Willow Grove Savings Bank March 1998 - May 2002
Education
Gettysburg College 1998 — 2002
SNL Financial August 2012 - Present
SNL Financial August 2011 - August 2012
Wachovia, A Wells Fargo Company June 2005 - June 2007
NOVA Savings Bank February 2003 - June 2005
Home Finance of America July 2002 - February 2003
Willow Grove Savings Bank March 1998 - May 2002
Education
Gettysburg College 1998 — 2002
Raie Paxson's Wachovia, A Wells Fargo Company Experience November 1997 - October 2006
Job Licensed Mortgage Consultant at Prosperity Home Mortgage NMLS 301816
Industry Banking
Experience
Prosperity Home Mortgage, LLC April 2010 - Present
Wells Fargo Home Mortgage October 2006 - April 2010
Wachovia, A Wells Fargo Company November 1997 - October 2006
Skills
Mortgage Banking, FHA, Mortgage Lending, Loan Origination, Residential Mortgages, Refinance, Reverse Mortgages, Mortgage Underwriting, Sellers, Credit Analysis, First Time Home Buyers, Credit, Banking, Real Estate, FHA financing, Real Estate Transactions, Loans, Buyers, Underwriting, Assisting First Time..., Investment Properties, VA loans, Loss Mitigation, USDA, Home Equity Loans, Certified Mortgage..., FHA Financing, Real Estate Financing, VA Loans, Construction Loans
Education
George Mason University
Prosperity Home Mortgage, LLC April 2010 - Present
Wells Fargo Home Mortgage October 2006 - April 2010
Wachovia, A Wells Fargo Company November 1997 - October 2006
Skills
Mortgage Banking, FHA, Mortgage Lending, Loan Origination, Residential Mortgages, Refinance, Reverse Mortgages, Mortgage Underwriting, Sellers, Credit Analysis, First Time Home Buyers, Credit, Banking, Real Estate, FHA financing, Real Estate Transactions, Loans, Buyers, Underwriting, Assisting First Time..., Investment Properties, VA loans, Loss Mitigation, USDA, Home Equity Loans, Certified Mortgage..., FHA Financing, Real Estate Financing, VA Loans, Construction Loans
Education
George Mason University
Doug Olesen's Wachovia, A Wells Fargo Company Experience June 2007 - December 2009
Job Business Banking Team Manager
Industry Banking
Experience
SunTrust Bank May 2011 - Present
Wells Fargo January 2010 - April 2011
Wachovia, A Wells Fargo Company June 2007 - December 2009
Wachovia September 2004 - May 2007
Wachovia September 2003 - August 2004
Wachovia September 2001 - August 2003
Merrill Lynch September 1998 - August 2001
Skills
Commercial Lending, Loans, Banking, Commercial Banking
Education
Georgia State University 2000 — 2002
M.S., Business, Production and Operations
The Ohio State University 1985 — 1990
B.S., Production and Operations Management
SunTrust Bank May 2011 - Present
Wells Fargo January 2010 - April 2011
Wachovia, A Wells Fargo Company June 2007 - December 2009
Wachovia September 2004 - May 2007
Wachovia September 2003 - August 2004
Wachovia September 2001 - August 2003
Merrill Lynch September 1998 - August 2001
Skills
Commercial Lending, Loans, Banking, Commercial Banking
Education
Georgia State University 2000 — 2002
M.S., Business, Production and Operations
The Ohio State University 1985 — 1990
B.S., Production and Operations Management
Courtney O'Neill's Wachovia, A Wells Fargo Company Experience June 2009 - October 2011
Job Manager Business Consulting at Sapient Global Markets
Industry Information Technology and Services
Experience
Sapient Global Markets January 2015 - Present
Sapient Global Markets January 2014 - January 2015
Triple Point Technology September 2011 - December 2013
Wachovia, A Wells Fargo Company June 2009 - October 2011
Strategic Staffing Solutions 2007 - 2009
Credit Suisse June 2006 - August 2006
Overseas Private Investment Corporation January 2006 - May 2006
Skills
Visio, Equities, Microsoft Excel, Commodity Markets, Commodity Risk..., Natural Gas Trading, Natural Gas, Microsoft Word, PowerPoint, Trading Systems, Credit Risk, Software Implementation, Bloomberg, Trading, Vendor Management, SDLC, Business Analysis, Financial Risk, Business Process
Education
Georgetown University - Edmund A. Walsh School of Foreign Service 2003 — 2007
Bachelor of Science, Science, Technology and International Affairs
Sapient Global Markets January 2015 - Present
Sapient Global Markets January 2014 - January 2015
Triple Point Technology September 2011 - December 2013
Wachovia, A Wells Fargo Company June 2009 - October 2011
Strategic Staffing Solutions 2007 - 2009
Credit Suisse June 2006 - August 2006
Overseas Private Investment Corporation January 2006 - May 2006
Skills
Visio, Equities, Microsoft Excel, Commodity Markets, Commodity Risk..., Natural Gas Trading, Natural Gas, Microsoft Word, PowerPoint, Trading Systems, Credit Risk, Software Implementation, Bloomberg, Trading, Vendor Management, SDLC, Business Analysis, Financial Risk, Business Process
Education
Georgetown University - Edmund A. Walsh School of Foreign Service 2003 — 2007
Bachelor of Science, Science, Technology and International Affairs
Robert. Brazofsky's Wachovia, A Wells Fargo Company Experience 1999 - 2007
Job Vice President Regional Manager Alliance Bernstein
Industry Financial Services
Experience
AllianceBernstein Investments January 2007 - Present
AllianceBernstein 2007 - 2009
Wachovia Corporation June 1999 - November 2007
Wachovia Corporation January 1999 - January 2007
Wachovia, A Wells Fargo Company 1999 - 2007
Wachovia Bank formerly First Union 1999 - 2007
Nabisco Corporation January 1995 - January 1998
Skills
Banking, Budgets, CRM, Credit, Credit Analysis, Finance, Investments, Leadership, Loans, Management, Market Research, Marketing, Mortgage Lending, Mutual Funds, Negotiation, Sales, Sales Process, Series 63, Series 7
Education
Gettysburg College 1995 — 1999
BA, FINANCE/ SPANISH
Gettysburg College 1995 — 1999
B.A, Finance and Spanish
Instituto Universitario De Sevilla
AllianceBernstein Investments January 2007 - Present
AllianceBernstein 2007 - 2009
Wachovia Corporation June 1999 - November 2007
Wachovia Corporation January 1999 - January 2007
Wachovia, A Wells Fargo Company 1999 - 2007
Wachovia Bank formerly First Union 1999 - 2007
Nabisco Corporation January 1995 - January 1998
Skills
Banking, Budgets, CRM, Credit, Credit Analysis, Finance, Investments, Leadership, Loans, Management, Market Research, Marketing, Mortgage Lending, Mutual Funds, Negotiation, Sales, Sales Process, Series 63, Series 7
Education
Gettysburg College 1995 — 1999
BA, FINANCE/ SPANISH
Gettysburg College 1995 — 1999
B.A, Finance and Spanish
Instituto Universitario De Sevilla
Jennifer Ratledge's Wachovia, A Wells Fargo Company Experience June 1996 - Present
Job Vice President at Wachovia
Industry Financial Services
Experience
Wells Fargo 2008 - Present
Wachovia, A Wells Fargo Company June 1996 - Present
Wachovia, A Wells Fargo Company 1996 - Present
Wachovia Bank 1996 - Present
Skills
Analytics, Banking, Business Requirements, Financial Services, Business Analysis, Risk Management, SDLC, Vendor Management, Process Improvement, Call Center, Project Management, Strategic Planning
Education
Georgia Institute of Technology - Georgia Tech College of Management 1990 — 1992
MSM, Management/Information Technology
Georgia Southern University - College of Business Administration 1984 — 1988
BBA, Finance
Wells Fargo 2008 - Present
Wachovia, A Wells Fargo Company June 1996 - Present
Wachovia, A Wells Fargo Company 1996 - Present
Wachovia Bank 1996 - Present
Skills
Analytics, Banking, Business Requirements, Financial Services, Business Analysis, Risk Management, SDLC, Vendor Management, Process Improvement, Call Center, Project Management, Strategic Planning
Education
Georgia Institute of Technology - Georgia Tech College of Management 1990 — 1992
MSM, Management/Information Technology
Georgia Southern University - College of Business Administration 1984 — 1988
BBA, Finance
Heather Tuason's Wachovia, A Wells Fargo Company Experience February 1993 - November 2002
Job SVP/Sr. Business Director at Capital One
Industry Financial Services
Experience
Capital One April 2007 - Present
Fannie Mae 2005 - 2007
M&T Bank April 2002 - June 2005
Wachovia, A Wells Fargo Company February 1993 - November 2002
Skills
Analytics, Banking, Business Analysis, Capital Markets, Credit, Credit Cards, Credit Risk, Financial Analysis, Financial Modeling, Financial Risk, Financial Services, Portfolio Management, Relationship Management, Vendor Management, Risk Management, Executive Management
Education
George Mason University 1990 — 1994
BA, Criminology, accounting, economics
Capital One April 2007 - Present
Fannie Mae 2005 - 2007
M&T Bank April 2002 - June 2005
Wachovia, A Wells Fargo Company February 1993 - November 2002
Skills
Analytics, Banking, Business Analysis, Capital Markets, Credit, Credit Cards, Credit Risk, Financial Analysis, Financial Modeling, Financial Risk, Financial Services, Portfolio Management, Relationship Management, Vendor Management, Risk Management, Executive Management
Education
George Mason University 1990 — 1994
BA, Criminology, accounting, economics
Christopher Elder's Wachovia, A Wells Fargo Company Experience January 2006 - February 2011
Job Officer at US Navy Reserve
Industry Management Consulting
Experience
Deloitte & Touche February 2011 - Present
US Navy Reserve May 2009 - Present
Wachovia, A Wells Fargo Company January 2006 - February 2011
U.S. Department of Commerce June 2009 - August 2009
Skills
Accounting, Analysis, Asset Allocation, Asset Managment, Banking, Business Analysis, Business Process..., Business Strategy, Commercial Banking, Corporate Finance, Credit, Credit Risk, Data Analysis, Due Diligence, Editing, Finance, Financial Analysis, Financial Modeling, Financial Services, Investments, Leadership, Loans, Management Consulting, Mergers, Microsoft Excel, Microsoft Office, Mortgage Lending, New Business Development, Process Improvement, Program Management, Relationship Management, Research, Retail Banking, Risk Management, Security, Series 63, Strategic Planning, Strategy, Underwriting, Valuation, Wealth Management
Education
Georgetown University 2008 — 2010
Masters, International Affairs
Wake Forest University 2001 — 2005
Bachelors, Communication
Deloitte & Touche February 2011 - Present
US Navy Reserve May 2009 - Present
Wachovia, A Wells Fargo Company January 2006 - February 2011
U.S. Department of Commerce June 2009 - August 2009
Skills
Accounting, Analysis, Asset Allocation, Asset Managment, Banking, Business Analysis, Business Process..., Business Strategy, Commercial Banking, Corporate Finance, Credit, Credit Risk, Data Analysis, Due Diligence, Editing, Finance, Financial Analysis, Financial Modeling, Financial Services, Investments, Leadership, Loans, Management Consulting, Mergers, Microsoft Excel, Microsoft Office, Mortgage Lending, New Business Development, Process Improvement, Program Management, Relationship Management, Research, Retail Banking, Risk Management, Security, Series 63, Strategic Planning, Strategy, Underwriting, Valuation, Wealth Management
Education
Georgetown University 2008 — 2010
Masters, International Affairs
Wake Forest University 2001 — 2005
Bachelors, Communication
Brooke Meyers's Wachovia, A Wells Fargo Company Experience 2008 - 2010
Job Wholesale Operational Risk & Compliance International Oversight at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2012 - Present
Wells Fargo 2011 - 2012
Wells Fargo 2008 - 2011
Wachovia, A Wells Fargo Company 2008 - 2010
Wells Fargo 1991 - 2008
Education
Gettysburg College
BA, Economics
Wells Fargo 2012 - Present
Wells Fargo 2011 - 2012
Wells Fargo 2008 - 2011
Wachovia, A Wells Fargo Company 2008 - 2010
Wells Fargo 1991 - 2008
Education
Gettysburg College
BA, Economics
Alexander Dowsett's Wachovia, A Wells Fargo Company Experience 2009 - 2012
Job CSFI Media Partnerships Manager, A+ Certified
Industry Human Resources
Experience
Cyber Security Forum Initiative January 2013 - Present
Army National Guard August 2009 - Present
Wells Fargo September 2009 - June 2012
Wachovia a Wells Fargo Company 2009 - 2012
Skills
4 years experience in..., Mortgage Banking, Loan Origination, Commercial Lending, Credit Analysis, Retail Banking, Retirement Planning, Refinance, Deposits, Wealth Management, Cyber-security, Management, Event Designing
Education
George Mason University 2006 — 2008
Bachelor of Science (B.S.), Psychology
Cyber Security Forum Initiative January 2013 - Present
Army National Guard August 2009 - Present
Wells Fargo September 2009 - June 2012
Wachovia a Wells Fargo Company 2009 - 2012
Skills
4 years experience in..., Mortgage Banking, Loan Origination, Commercial Lending, Credit Analysis, Retail Banking, Retirement Planning, Refinance, Deposits, Wealth Management, Cyber-security, Management, Event Designing
Education
George Mason University 2006 — 2008
Bachelor of Science (B.S.), Psychology
Glen Knight's Wachovia, A Wells Fargo Company Experience 2002 - 2005
Job Flight Operations FlyByKnight
Industry Airlines/Aviation
Experience
Fly-By-Knight September 2012 - Present
The Pictsweet Company May 2010 - September 2012
Wachovia Bank 2005 - 2009
Wachovia, A Wells Fargo Company 2002 - 2005
Wachovia, A Wells Fargo Company 2000 - 2002
Cottonair 1994 - 2000
Fieldcrest-Cannon 1991 - 1994
Amoskeag Management Company 1980 - 1991
Southeast Air 1978 - 1980
USAF 1971 - 1978
Skills
Aviation
Education
Gordon College 1967 — 1971
BA, Biblical and Theological Studies
Fly-By-Knight September 2012 - Present
The Pictsweet Company May 2010 - September 2012
Wachovia Bank 2005 - 2009
Wachovia, A Wells Fargo Company 2002 - 2005
Wachovia, A Wells Fargo Company 2000 - 2002
Cottonair 1994 - 2000
Fieldcrest-Cannon 1991 - 1994
Amoskeag Management Company 1980 - 1991
Southeast Air 1978 - 1980
USAF 1971 - 1978
Skills
Aviation
Education
Gordon College 1967 — 1971
BA, Biblical and Theological Studies
Tracey Morrison's Wachovia, A Wells Fargo Company Experience October 1995 - April 1997
Job Human Resources Manager at Porsche Cars North America
Industry Automotive
Experience
Porsche Cars North America November 2002 - Present
Novoste Corporation October 2000 - November 2001
Medtronic Vascular November 1999 - September 2000
Premiere Technologies October 1998 - November 1999
Scientific Atlanta April 1997 - October 1998
Wachovia, A Wells Fargo Company October 1995 - April 1997
Allied Signal June 1987 - September 1994
Skills
Process Improvement, Customer Retention, Automotive, Deferred Compensation, Negotiation, Automotive Aftermarket, Employee Relations, Succession Planning, HRIS, Applicant Tracking..., Benefits Administration, Sourcing, Performance Management, Marketing Strategy, Talent Acquisition, Change Management, Employee Benefits, Team Building, Human Resources, Employee Engagement, HR Policies, Talent Management, Onboarding, Parts, Organizational..., Profit, Vehicles, Management, Personnel Management, Customer Satisfaction, Continuous Improvement, Sales Management, Automobile, Coaching, Recruiting
Education
Georgia State University 1994 — 1997
Master, Human Resources
Michigan State University 1988 — 1993
BS, Human Resources
Porsche Cars North America November 2002 - Present
Novoste Corporation October 2000 - November 2001
Medtronic Vascular November 1999 - September 2000
Premiere Technologies October 1998 - November 1999
Scientific Atlanta April 1997 - October 1998
Wachovia, A Wells Fargo Company October 1995 - April 1997
Allied Signal June 1987 - September 1994
Skills
Process Improvement, Customer Retention, Automotive, Deferred Compensation, Negotiation, Automotive Aftermarket, Employee Relations, Succession Planning, HRIS, Applicant Tracking..., Benefits Administration, Sourcing, Performance Management, Marketing Strategy, Talent Acquisition, Change Management, Employee Benefits, Team Building, Human Resources, Employee Engagement, HR Policies, Talent Management, Onboarding, Parts, Organizational..., Profit, Vehicles, Management, Personnel Management, Customer Satisfaction, Continuous Improvement, Sales Management, Automobile, Coaching, Recruiting
Education
Georgia State University 1994 — 1997
Master, Human Resources
Michigan State University 1988 — 1993
BS, Human Resources
Olivia Atsain's Wachovia, A Wells Fargo Company Experience May 2007 - June 2009
Job Senior Credit Analyst
Industry Financial Services
Experience
McKesson Health IT March 2015 - Present
McKesson October 2012 - February 2015
Agilysys October 2011 - July 2012
Infor Global Solutions June 2009 - October 2011
Wachovia, A Wells Fargo Company May 2007 - June 2009
Skills
Accounts Receivable, Financial Analysis, Account Reconciliation, Contracts review, Problem Solving, Accounting, Accounts Payable, Auditing, Credit, Customer Service, Finance, Financial Statements, Invoicing, Management, Leadership, Microsoft Excel, Process Improvement
Education
Georgia State University 2007 — 2009
Bachelor, Finance
Georgia Perimeter College 2004 — 2007
Associate's degree, Business Administration
McKesson Health IT March 2015 - Present
McKesson October 2012 - February 2015
Agilysys October 2011 - July 2012
Infor Global Solutions June 2009 - October 2011
Wachovia, A Wells Fargo Company May 2007 - June 2009
Skills
Accounts Receivable, Financial Analysis, Account Reconciliation, Contracts review, Problem Solving, Accounting, Accounts Payable, Auditing, Credit, Customer Service, Finance, Financial Statements, Invoicing, Management, Leadership, Microsoft Excel, Process Improvement
Education
Georgia State University 2007 — 2009
Bachelor, Finance
Georgia Perimeter College 2004 — 2007
Associate's degree, Business Administration
Donald Wert's Wachovia, A Wells Fargo Company Experience March 1997 - April 2002
Job BI Developer at RentPath
Industry Computer Software
Experience
RentPath April 2012 - Present
Consumer Source, Inc. September 2010 - Present
Apex Systems May 2010 - September 2010
Fiserv February 2009 - June 2010
Fiserv June 2006 - February 2009
Fiserv April 2003 - June 2006
Sabbatical and job search May 2002 - April 2003
Wachovia, A Wells Fargo Company March 1997 - April 2002
Wachovia, A Wells Fargo Company March 1992 - March 1997
Skills
Databases, Microsoft SQL Server, SQL, Database Design, T-SQL, SSIS, SSRS, Scrum, Performance Tuning, REST, Agile Methodologies, VB.NET, Quality Assurance, Troubleshooting, Integration, Visual Basic, XML, JavaScript, ASP.NET, Database Administration, jQuery, C#, Requirements Analysis, Stored Procedures, SDLC, .NET, Web Applications, Access, Data Warehousing
Education
Georgia State University 1976 — 1981
BA, French
RentPath April 2012 - Present
Consumer Source, Inc. September 2010 - Present
Apex Systems May 2010 - September 2010
Fiserv February 2009 - June 2010
Fiserv June 2006 - February 2009
Fiserv April 2003 - June 2006
Sabbatical and job search May 2002 - April 2003
Wachovia, A Wells Fargo Company March 1997 - April 2002
Wachovia, A Wells Fargo Company March 1992 - March 1997
Skills
Databases, Microsoft SQL Server, SQL, Database Design, T-SQL, SSIS, SSRS, Scrum, Performance Tuning, REST, Agile Methodologies, VB.NET, Quality Assurance, Troubleshooting, Integration, Visual Basic, XML, JavaScript, ASP.NET, Database Administration, jQuery, C#, Requirements Analysis, Stored Procedures, SDLC, .NET, Web Applications, Access, Data Warehousing
Education
Georgia State University 1976 — 1981
BA, French
Armond K. Alford's Wachovia, A Wells Fargo Company Experience 2000 - 2005
Job VP at Bank of America
Industry Banking
Experience
Bank of America January 2011 - Present
Bank of America January 2006 - February 2008
Wachovia, A Wells Fargo Company 2000 - 2005
Skills
Banking, Cash Management, Commercial Lending, Credit, Financial Services, Financial Analysis, Leadership, Loans, Fundraising, Non-profits, Portfolio Management, Nonprofits, Risk Management, Small Business, Commercial Banking, Finance, Management
Education
George Mason University
Bank of America January 2011 - Present
Bank of America January 2006 - February 2008
Wachovia, A Wells Fargo Company 2000 - 2005
Skills
Banking, Cash Management, Commercial Lending, Credit, Financial Services, Financial Analysis, Leadership, Loans, Fundraising, Non-profits, Portfolio Management, Nonprofits, Risk Management, Small Business, Commercial Banking, Finance, Management
Education
George Mason University
Allegra Wood's Wachovia, A Wells Fargo Company Experience 2005 - 2009
Job Executive Assistant at Bank of America
Industry Banking
Experience
Bank of America July 2015 - Present
Wells Fargo December 2014 - July 2015
Bank of America August 2010 - November 2014
Jones Lang LaSalle February 2009 - August 2010
Wachovia, A Wells Fargo Company 2005 - 2009
Capital One 1996 - 2005
Education
George Mason University
BA, Speech Communication
Bank of America July 2015 - Present
Wells Fargo December 2014 - July 2015
Bank of America August 2010 - November 2014
Jones Lang LaSalle February 2009 - August 2010
Wachovia, A Wells Fargo Company 2005 - 2009
Capital One 1996 - 2005
Education
George Mason University
BA, Speech Communication
Scott Blocker's Wachovia, A Wells Fargo Company Experience July 2007 - July 2009
Job Market Leader at Bank of America
Industry Banking
Experience
Bank of America April 2010 - Present
Wachovia, A Wells Fargo Company July 2007 - July 2009
Wachovia Corporation January 2007 - July 2009
Wachovia Corporation January 2007 - July 2009
Bank of America January 1996 - January 2007
Bank of America January 1996 - January 2007
Bank of America 1996 - 2007
Branch Banking and Trust Company January 1993 - January 1996
Branch Banking and Trust Company January 1993 - January 1996
C&S National Bank/Nationsbank January 1988 - January 1992
Education
Georgia Southern University 1983 — 1987
Bachelor of Science Degree, accounting
Georgia Southern University
Bachelor of Science Degree, Business Administration/Finance
Bank of America April 2010 - Present
Wachovia, A Wells Fargo Company July 2007 - July 2009
Wachovia Corporation January 2007 - July 2009
Wachovia Corporation January 2007 - July 2009
Bank of America January 1996 - January 2007
Bank of America January 1996 - January 2007
Bank of America 1996 - 2007
Branch Banking and Trust Company January 1993 - January 1996
Branch Banking and Trust Company January 1993 - January 1996
C&S National Bank/Nationsbank January 1988 - January 1992
Education
Georgia Southern University 1983 — 1987
Bachelor of Science Degree, accounting
Georgia Southern University
Bachelor of Science Degree, Business Administration/Finance
gary stalvey's Wachovia, A Wells Fargo Company Experience
Job SVP at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company
Skills
Vendor Management, Risk Management, Management, Customer Service, Business Analysis, Sales, Banking, Microsoft Office, Leadership, Financial Analysis
Education
Georgia State University
Master of Business Administration (MBA), Business Administration and Management, General
Georgia State University
Master of Business Administration (M.B.A.), Business Administration and Management, General
Wachovia, A Wells Fargo Company
Skills
Vendor Management, Risk Management, Management, Customer Service, Business Analysis, Sales, Banking, Microsoft Office, Leadership, Financial Analysis
Education
Georgia State University
Master of Business Administration (MBA), Business Administration and Management, General
Georgia State University
Master of Business Administration (M.B.A.), Business Administration and Management, General
Hubert Pan's Wachovia, A Wells Fargo Company Experience June 2007 - August 2007
Job Consulting By Degrees Consultant at IBM
Industry Biotechnology
Experience
IBM February 2013 - Present
IBM May 2012 - Present
Centers for Disease Control and Prevention June 2011 - August 2011
Centers for Disease Control and Prevention June 2010 - August 2010
Centers for Disease Control and Prevention June 2009 - August 2009
Wachovia, A Wells Fargo Company June 2007 - August 2007
Skills
Cell Culture, Fluorescence Microscopy, Biomedical Engineering, Western Blotting, Labview, Matlab, Solidworks, Statistics, Java, MySQL, Databases, Data Analysis, Programming, C++
Education
Georgia Institute of Technology 2008 — 2012
Bachelor of Science (BS), Biomedical/Medical Engineering
AJUG Machine Learning Meetup
North Mecklenburg Highschool
IBM February 2013 - Present
IBM May 2012 - Present
Centers for Disease Control and Prevention June 2011 - August 2011
Centers for Disease Control and Prevention June 2010 - August 2010
Centers for Disease Control and Prevention June 2009 - August 2009
Wachovia, A Wells Fargo Company June 2007 - August 2007
Skills
Cell Culture, Fluorescence Microscopy, Biomedical Engineering, Western Blotting, Labview, Matlab, Solidworks, Statistics, Java, MySQL, Databases, Data Analysis, Programming, C++
Education
Georgia Institute of Technology 2008 — 2012
Bachelor of Science (BS), Biomedical/Medical Engineering
AJUG Machine Learning Meetup
North Mecklenburg Highschool
Bill Augerot's Wachovia, A Wells Fargo Company Experience 2009 - 2009
Job CPG Project Management Leader at Wells Fargo
Industry Financial Services
Experience
Wells Fargo CPG - Project Management LeaderWells FargoJuly 2009 - Present
Wachovia, A Wells Fargo Company 2009 - 2009
Wachovia Corporation 2001 - 2009
Wachovia Bank 1999 - 2009
Everen Securities 1992 - 1999
Skills
Risk Management, Portfolio Management, Vendor Management, Program Management, Financial Analysis, Contract Negotiation, Project Management, Due Diligence, Asset Management, Leadership, Mergers & Acquisitions, Financial Services, Banking
Education
Georgetown University 1974 — 1978
AB, Government
Phillips Academy 1970 — 1974
Wells Fargo CPG - Project Management LeaderWells FargoJuly 2009 - Present
Wachovia, A Wells Fargo Company 2009 - 2009
Wachovia Corporation 2001 - 2009
Wachovia Bank 1999 - 2009
Everen Securities 1992 - 1999
Skills
Risk Management, Portfolio Management, Vendor Management, Program Management, Financial Analysis, Contract Negotiation, Project Management, Due Diligence, Asset Management, Leadership, Mergers & Acquisitions, Financial Services, Banking
Education
Georgetown University 1974 — 1978
AB, Government
Phillips Academy 1970 — 1974
Eric Cleveland's Wachovia, A Wells Fargo Company Experience October 2005 - June 2009
Job Financial Services Manager
Industry Financial Services
Experience
NACCO Materials Handling Group October 2014 - Present
CertusBank August 2013 - November 2014
ACT Medical Group June 2012 - August 2013
Wells Fargo June 2009 - June 2012
Wachovia, A Wells Fargo Company October 2005 - June 2009
Wachovia Mortgage Corporation 2003 - 2005
Keppler Speakers 1994 - 1998
Skills
Operations / Sales..., Motivational Team Leader, Training & Development, Project Management, New Business Development, Business Process..., Relationship Building, Consultative Sales, Client Referral &..., Sales Cycle Management, Change Management, Strategic Planning, Sales Management, Sales, Mortgage Lending, Call Centers, Business Analysis, Loans, Training, Leadership, Employee Training, Finance, Performance Management, Sales Process, Customer Satisfaction, Customer Service, Mortgage Banking, Team Building, Business Development, Relationship Management, Credit, Banking, Loan Origination, Process Improvement
Education
Gettysburg College 1987 — 1991
BA, Political Science
hamburg high school
NACCO Materials Handling Group October 2014 - Present
CertusBank August 2013 - November 2014
ACT Medical Group June 2012 - August 2013
Wells Fargo June 2009 - June 2012
Wachovia, A Wells Fargo Company October 2005 - June 2009
Wachovia Mortgage Corporation 2003 - 2005
Keppler Speakers 1994 - 1998
Skills
Operations / Sales..., Motivational Team Leader, Training & Development, Project Management, New Business Development, Business Process..., Relationship Building, Consultative Sales, Client Referral &..., Sales Cycle Management, Change Management, Strategic Planning, Sales Management, Sales, Mortgage Lending, Call Centers, Business Analysis, Loans, Training, Leadership, Employee Training, Finance, Performance Management, Sales Process, Customer Satisfaction, Customer Service, Mortgage Banking, Team Building, Business Development, Relationship Management, Credit, Banking, Loan Origination, Process Improvement
Education
Gettysburg College 1987 — 1991
BA, Political Science
hamburg high school
Patti Royal's Wachovia, A Wells Fargo Company Experience 2001 - 2005
Job Independent Human Resources Professional
Industry Human Resources
Experience
Freddie Mac 2006 - 2006
Wachovia, A Wells Fargo Company 2001 - 2005
Skills
Performance Management, Succession Planning, Training, Human Resources, Talent Management, Employee Relations, Strategic Planning, Organizational...
Education
Greensboro College
Bachelor’s Degree
Freddie Mac 2006 - 2006
Wachovia, A Wells Fargo Company 2001 - 2005
Skills
Performance Management, Succession Planning, Training, Human Resources, Talent Management, Employee Relations, Strategic Planning, Organizational...
Education
Greensboro College
Bachelor’s Degree
R. Mark Stovall, CFP®'s Wachovia, A Wells Fargo Company Experience June 1996 - January 2010
Job President, SunTrust Bank Southeast Georgia Market
Industry Financial Services
Experience
SunTrust Bank January 2010 - Present
Wachovia, A Wells Fargo Company June 1996 - January 2010
SunTrust Bank May 1985 - June 1996
Skills
Portfolio Management, Series 7, Strategic Planning, Credit, Wealth Management, Leadership, Loans, Retirement Planning, Strategic Financial..., Banking, Investments, Credit Analysis, Financial Analysis, Commercial Lending, Financial Services, Commercial Banking, Investment Advisory, Risk Management
Education
Georgia State University - J. Mack Robinson College of Business 1994 — 1996
MBA, Finance
Oglethorpe University
CFP
The University of Georgia
AB, Economics
SunTrust Bank January 2010 - Present
Wachovia, A Wells Fargo Company June 1996 - January 2010
SunTrust Bank May 1985 - June 1996
Skills
Portfolio Management, Series 7, Strategic Planning, Credit, Wealth Management, Leadership, Loans, Retirement Planning, Strategic Financial..., Banking, Investments, Credit Analysis, Financial Analysis, Commercial Lending, Financial Services, Commercial Banking, Investment Advisory, Risk Management
Education
Georgia State University - J. Mack Robinson College of Business 1994 — 1996
MBA, Finance
Oglethorpe University
CFP
The University of Georgia
AB, Economics
Benjamin M. Walker's Wachovia, A Wells Fargo Company Experience June 2000 - December 2001
Job Investment Portfolio Analyst at Aon Hewitt
Industry Banking
Experience
Aon Hewitt May 2015 - Present
Regions Financial Corporation November 2013 - January 2015
SunTrust Bank 2008 - 2013
SunTrust Bank 2007 - 2008
McKinsey & Company January 2007 - March 2007
IBM June 2006 - December 2006
Quest Diagnostics January 2006 - June 2006
Evergreen Investments 2001 - 2005
Wachovia, A Wells Fargo Company June 2000 - December 2001
Skills
Portfolio Management, Risk Management, Investments, Finance, Financial Services, Fixed Income, Mutual Funds, Asset Allocation, Analysis, Management, Investment Management, Financial Advisory, Bonds, Tax, Customer Service, Commercial Banking
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Aon Hewitt May 2015 - Present
Regions Financial Corporation November 2013 - January 2015
SunTrust Bank 2008 - 2013
SunTrust Bank 2007 - 2008
McKinsey & Company January 2007 - March 2007
IBM June 2006 - December 2006
Quest Diagnostics January 2006 - June 2006
Evergreen Investments 2001 - 2005
Wachovia, A Wells Fargo Company June 2000 - December 2001
Skills
Portfolio Management, Risk Management, Investments, Finance, Financial Services, Fixed Income, Mutual Funds, Asset Allocation, Analysis, Management, Investment Management, Financial Advisory, Bonds, Tax, Customer Service, Commercial Banking
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Thomas Fricks's Wachovia, A Wells Fargo Company Experience September 1977 - April 2003
Job Banking Professional
Industry Banking
Experience
SunTrust Bank April 2003 - June 2009
Wachovia, A Wells Fargo Company September 1977 - April 2003
Education
Georgia State University - J. Mack Robinson College of Business 1980 — 1983
BBA, Management
SunTrust Bank April 2003 - June 2009
Wachovia, A Wells Fargo Company September 1977 - April 2003
Education
Georgia State University - J. Mack Robinson College of Business 1980 — 1983
BBA, Management
Cathy Ephraim-Wilder's Wachovia, A Wells Fargo Company Experience February 2002 - December 2008
Job Experienced Associate at PwC
Industry Accounting
Experience
PwC October 2010 - Present
Wachovia, A Wells Fargo Company February 2002 - December 2008
Skills
Accounting, Financial Analysis, Financial Reporting, Financial Accounting, Auditing, Banking, Microsoft Excel, GAAP, Cash Management, Strategic Financial..., PowerPoint, General Ledger, Commercial Banking
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2009
Masters of Professional Accountancy, Financial Reporting and Audit
PwC October 2010 - Present
Wachovia, A Wells Fargo Company February 2002 - December 2008
Skills
Accounting, Financial Analysis, Financial Reporting, Financial Accounting, Auditing, Banking, Microsoft Excel, GAAP, Cash Management, Strategic Financial..., PowerPoint, General Ledger, Commercial Banking
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2009
Masters of Professional Accountancy, Financial Reporting and Audit
John Wayne Jones's Wachovia, A Wells Fargo Company Experience October 2004 - October 2005
Job VP at BB&T
Industry Financial Services
Experience
BB&T June 2009 - Present
IronStone Bank October 2005 - December 2008
Palace Entertainment July 2001 - December 2008
Wachovia, A Wells Fargo Company October 2004 - October 2005
Bank of America October 2002 - October 2004
Georgia State University August 1998 - June 2001
Gordon State College October 1996 - June 1998
Skills
Credit Analysis, Banking, Commercial Lending, Loans, Credit, Mortgage Lending, Risk Management, Management, Asset Based Lending, Small Business Lending, Lines Of Credit, Retail Banking, Cash Management, Commercial Banking, Consumer Lending, Underwriting, Financial Services, Treasury Management, Credit Risk, Portfolio Management, Leadership, Loan Origination, Cash Flow, Commercial Mortgages, Credit Cards, Cross Selling, Finance, Financial Analysis, Mortgage Banking, Refinance, Relationship Management, Small Business, Payments
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2001
BBA, Double in Finance and Economics
Gordon State College 1996 — 1998
Associates, Business
BB&T June 2009 - Present
IronStone Bank October 2005 - December 2008
Palace Entertainment July 2001 - December 2008
Wachovia, A Wells Fargo Company October 2004 - October 2005
Bank of America October 2002 - October 2004
Georgia State University August 1998 - June 2001
Gordon State College October 1996 - June 1998
Skills
Credit Analysis, Banking, Commercial Lending, Loans, Credit, Mortgage Lending, Risk Management, Management, Asset Based Lending, Small Business Lending, Lines Of Credit, Retail Banking, Cash Management, Commercial Banking, Consumer Lending, Underwriting, Financial Services, Treasury Management, Credit Risk, Portfolio Management, Leadership, Loan Origination, Cash Flow, Commercial Mortgages, Credit Cards, Cross Selling, Finance, Financial Analysis, Mortgage Banking, Refinance, Relationship Management, Small Business, Payments
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2001
BBA, Double in Finance and Economics
Gordon State College 1996 — 1998
Associates, Business
Mary Miszlay's Wachovia, A Wells Fargo Company Experience November 2008 - June 2011
Job Branch Manager at Santander Bank
Industry Banking
Experience
Santander Bank September 2012 - Present
Wells Fargo Bank November 2008 - September 2012
Wachovia, A Wells Fargo Company November 2008 - June 2011
TD Bank January 2006 - July 2008
Hudson United Bank 2002 - 2008
First Union National Bank June 1995 - September 2002
First Fidelity Bank 1991 - 1995
First National Bank of Toms River 1973 - 1991
Skills
Commercial Lending, Credit, Asset Based Lending, Commercial Mortgages, Banking, Coaching, Financial Analysis, Sales Management, Customer Service, Leadership, Team Building, Small Business Lending, Loans, Commercial Banking, Mortgage Lending, Management, Relationship Management, Retail Banking, Lines Of Credit, Branch Management, Credit Analysis, Consumer Lending, Loan Origination, Cross Selling, Portfolio Management, Risk Management, Cash Management, Financial Services, Branch Banking, Finance, Refinance, Underwriting, Mutual Funds, Credit Risk, Series 63, Wealth Management
Education
Georgian Court University 1973 — 1985
Bachelor of Science, Business Administration
Georgian Court College 1973 — 1975
Bachelor of Business Administration (B.B.A.), Business Administration
Ocean County College 1971 — 1973
as, Mathematics
Santander Bank September 2012 - Present
Wells Fargo Bank November 2008 - September 2012
Wachovia, A Wells Fargo Company November 2008 - June 2011
TD Bank January 2006 - July 2008
Hudson United Bank 2002 - 2008
First Union National Bank June 1995 - September 2002
First Fidelity Bank 1991 - 1995
First National Bank of Toms River 1973 - 1991
Skills
Commercial Lending, Credit, Asset Based Lending, Commercial Mortgages, Banking, Coaching, Financial Analysis, Sales Management, Customer Service, Leadership, Team Building, Small Business Lending, Loans, Commercial Banking, Mortgage Lending, Management, Relationship Management, Retail Banking, Lines Of Credit, Branch Management, Credit Analysis, Consumer Lending, Loan Origination, Cross Selling, Portfolio Management, Risk Management, Cash Management, Financial Services, Branch Banking, Finance, Refinance, Underwriting, Mutual Funds, Credit Risk, Series 63, Wealth Management
Education
Georgian Court University 1973 — 1985
Bachelor of Science, Business Administration
Georgian Court College 1973 — 1975
Bachelor of Business Administration (B.B.A.), Business Administration
Ocean County College 1971 — 1973
as, Mathematics
Michael Barilla's Wachovia, A Wells Fargo Company Experience September 2005 - December 2009
Job Independent Consultant
Industry Financial Services
Experience
Home October 2012 - Present
Bank of America March 2011 - August 2012
Wachovia, A Wells Fargo Company September 2005 - December 2009
Wachovia, A Wells Fargo Company January 2004 - September 2005
Wachovia, A Wells Fargo Company September 2002 - January 2004
Aegis Communications 1999 - 2002
Coverdell & Company 1998 - 1999
Towers Perrin 1996 - 1998
SDR Consulting 1995 - 1996
Skills
SPSS, Tableau, Statistics, Statistical Modeling, Big Data Analytics, SQL, SQL Server, Visual Basic for..., Hadoop
Education
Georgia State University
MS, Mathematics with Statistical Concentration
The University of Georgia
BS, Statistics
Home October 2012 - Present
Bank of America March 2011 - August 2012
Wachovia, A Wells Fargo Company September 2005 - December 2009
Wachovia, A Wells Fargo Company January 2004 - September 2005
Wachovia, A Wells Fargo Company September 2002 - January 2004
Aegis Communications 1999 - 2002
Coverdell & Company 1998 - 1999
Towers Perrin 1996 - 1998
SDR Consulting 1995 - 1996
Skills
SPSS, Tableau, Statistics, Statistical Modeling, Big Data Analytics, SQL, SQL Server, Visual Basic for..., Hadoop
Education
Georgia State University
MS, Mathematics with Statistical Concentration
The University of Georgia
BS, Statistics
JAMES DEAS's Wachovia, A Wells Fargo Company Experience November 2003 - October 2009
Job at Golden 1 Credit Union
Industry Banking
Experience
Golden 1 Credit Union May 2013 - Present
Golden 1 Credit Union June 2010 - May 2013
Wachovia, A Wells Fargo Company November 2003 - October 2009
Education
University of Delaware 1995 — 1999
ST BENEDICT'S PREP 1991 — 1995
Goldey-Beacom College
MBA
Golden 1 Credit Union May 2013 - Present
Golden 1 Credit Union June 2010 - May 2013
Wachovia, A Wells Fargo Company November 2003 - October 2009
Education
University of Delaware 1995 — 1999
ST BENEDICT'S PREP 1991 — 1995
Goldey-Beacom College
MBA
Daniel Tuten's Wachovia, A Wells Fargo Company Experience 2010 - 2010
Job Inventory Control Supervisor at Currey & Company
Industry Industrial Automation
Experience
Currey & Company July 2015 - Present
TSI Solutions November 2010 - July 2015
Wachovia, A Wells Fargo Company 2010 - 2010
Bell Microproducts 2008 - 2009
TSI Solutions 2007 - 2008
Skills
Process Improvement, Manufacturing, Microsoft Excel, Team Building, Sales Management, Training, Six Sigma, New Business Development, Project Management, Customer Service, Microsoft Office, Forecasting, Inventory Management, Inventory Control, Inventory Analysis, Lean Manufacturing, Lean Operations, Business Process..., Technology, Information Technology, Marketing, PeopleSoft, SAP, Prophet 21, Pricing
Education
Georgia State University - J. Mack Robinson College of Business 2003 — 2006
Bachelor of Business Administration, Operations Management
Currey & Company July 2015 - Present
TSI Solutions November 2010 - July 2015
Wachovia, A Wells Fargo Company 2010 - 2010
Bell Microproducts 2008 - 2009
TSI Solutions 2007 - 2008
Skills
Process Improvement, Manufacturing, Microsoft Excel, Team Building, Sales Management, Training, Six Sigma, New Business Development, Project Management, Customer Service, Microsoft Office, Forecasting, Inventory Management, Inventory Control, Inventory Analysis, Lean Manufacturing, Lean Operations, Business Process..., Technology, Information Technology, Marketing, PeopleSoft, SAP, Prophet 21, Pricing
Education
Georgia State University - J. Mack Robinson College of Business 2003 — 2006
Bachelor of Business Administration, Operations Management
Kathryn Hoang's Wachovia, A Wells Fargo Company Experience May 2007 - May 2009
Job Sr. Accountant at Covinam, Inc.
Industry Accounting
Experience
Covinam, Inc. (Huy Ha tax and accounting services) January 2010 - Present
Wachovia, A Wells Fargo Company May 2007 - May 2009
Covinam, inc. January 2009 - March 2009
Skills
Microsoft Excel, Access, Multi-State Sales Tax, QuickBooks, ProSeries, S-TaxPro, WinFiler, Sales & Use Tax, Bookkeeping, Payroll Taxes, Multi-state Payroll..., Accounts Receivable, Journal Entries, Payroll, Tax, Invoicing, Accounts Payable, Sales Tax, Income Tax, PowerPoint, Microsoft Word, Outlook, Accounting
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Georgia Perimeter College 2004 — 2006
Covinam, Inc. (Huy Ha tax and accounting services) January 2010 - Present
Wachovia, A Wells Fargo Company May 2007 - May 2009
Covinam, inc. January 2009 - March 2009
Skills
Microsoft Excel, Access, Multi-State Sales Tax, QuickBooks, ProSeries, S-TaxPro, WinFiler, Sales & Use Tax, Bookkeeping, Payroll Taxes, Multi-state Payroll..., Accounts Receivable, Journal Entries, Payroll, Tax, Invoicing, Accounts Payable, Sales Tax, Income Tax, PowerPoint, Microsoft Word, Outlook, Accounting
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Georgia Perimeter College 2004 — 2006
Wendy Senior, LMSW's Wachovia, A Wells Fargo Company Experience November 2000 - October 2001
Job School Social Worker at Gwinnett County Public Schools
Industry Education Management
Experience
Gwinnett County Public Schools October 2013 - Present
Gwinnett County Public Schools September 2011 - October 2013
Gwinnett County Public Schools August 2007 - September 2011
North Metro Program - Georgia Network of Educational and Therapeutic Support August 2010 - May 2011
Social Empowerment Center August 2009 - December 2009
W. Wayne Trowell, DDS March 2007 - August 2007
RBS Lynk November 2001 - November 2006
RBS Lynk January 2001 - January 2003
Wachovia, A Wells Fargo Company November 2000 - October 2001
Skills
Customer Service, Research, Insurance, Public Speaking, Outlook, Special Education, School Social Work, Fluent in Spanish, Training & Development, Project Implementation, Project Coordination, Psychotherapy, Crisis Intervention, Mental Health Counseling, Program Management, Child Development, Community Outreach, Conflict Resolution, Program Development, Adolescents
Education
The University of Georgia 2008 — 2011
MSW, Social Work
Georgia State University 1997 — 2001
BSW, Social Work
Gwinnett County Public Schools October 2013 - Present
Gwinnett County Public Schools September 2011 - October 2013
Gwinnett County Public Schools August 2007 - September 2011
North Metro Program - Georgia Network of Educational and Therapeutic Support August 2010 - May 2011
Social Empowerment Center August 2009 - December 2009
W. Wayne Trowell, DDS March 2007 - August 2007
RBS Lynk November 2001 - November 2006
RBS Lynk January 2001 - January 2003
Wachovia, A Wells Fargo Company November 2000 - October 2001
Skills
Customer Service, Research, Insurance, Public Speaking, Outlook, Special Education, School Social Work, Fluent in Spanish, Training & Development, Project Implementation, Project Coordination, Psychotherapy, Crisis Intervention, Mental Health Counseling, Program Management, Child Development, Community Outreach, Conflict Resolution, Program Development, Adolescents
Education
The University of Georgia 2008 — 2011
MSW, Social Work
Georgia State University 1997 — 2001
BSW, Social Work
Shawn Register's Wachovia, A Wells Fargo Company Experience July 2010 - December 2010
Job Branch Manager at Cadence Bank
Industry Banking
Experience
Cadence Bank, N.A. June 2015 - Present
Wells Fargo September 2014 - June 2015
Wells Fargo September 2012 - September 2014
Wells Fargo Bank October 2011 - October 2012
Wells Fargo Bank January 2011 - September 2011
Wachovia, A Wells Fargo Company July 2010 - December 2010
Kmart Corporation January 2010 - May 2010
HGI- Mellow Mushroom HQ January 2010 - May 2010
French Quarter Cafe October 2008 - November 2009
Hyatt Regency July 2007 - October 2008
Skills
Customer Service, Banking, Analysis, Time Management, Outlook, Inventory Management, Sales, Customer Satisfaction, Credit, Leadership, Retail, Notary Public, Consumer Lending, Loans, Cash Management, Deposits, Cross Selling, Microsoft Excel, Risk Management, Team Building, Retail Banking, Loan Origination, Telephone Skills, Commercial Lending, Cash, Small Business Lending, Mortgage Banking, Teamwork, Relationship Management, Credit Cards, Credit Analysis, Commercial Banking, Lines Of Credit, Mortgage Lending
Education
Georgia Southern University - College of Business Administration 2005 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Cadence Bank, N.A. June 2015 - Present
Wells Fargo September 2014 - June 2015
Wells Fargo September 2012 - September 2014
Wells Fargo Bank October 2011 - October 2012
Wells Fargo Bank January 2011 - September 2011
Wachovia, A Wells Fargo Company July 2010 - December 2010
Kmart Corporation January 2010 - May 2010
HGI- Mellow Mushroom HQ January 2010 - May 2010
French Quarter Cafe October 2008 - November 2009
Hyatt Regency July 2007 - October 2008
Skills
Customer Service, Banking, Analysis, Time Management, Outlook, Inventory Management, Sales, Customer Satisfaction, Credit, Leadership, Retail, Notary Public, Consumer Lending, Loans, Cash Management, Deposits, Cross Selling, Microsoft Excel, Risk Management, Team Building, Retail Banking, Loan Origination, Telephone Skills, Commercial Lending, Cash, Small Business Lending, Mortgage Banking, Teamwork, Relationship Management, Credit Cards, Credit Analysis, Commercial Banking, Lines Of Credit, Mortgage Lending
Education
Georgia Southern University - College of Business Administration 2005 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Kristin Hamlin's Wachovia, A Wells Fargo Company Experience February 2006 - January 2010
Job Regional Sales and Business Credit Consultant VP Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2010 - Present
Wachovia, A Wells Fargo Company February 2006 - January 2010
Eagle Construction of Virginia March 2004 - February 2006
Wachovia Bank October 1997 - January 2000
Bank of America AZ March 1996 - October 1997
State Chemical June 1994 - October 1995
Skills
Strategic Planning, Cross-functional Team..., Banking, Business Analysis, Credit, Retail Banking, Small Business Lending, Mortgage Lending, Loans, Portfolio Management, Consumer Lending, Credit Analysis, Relationship Management, Microsoft Office, Mortgage, Risk Management, Financial Analysis, Investments, Financial Services, Commercial Lending, Management, Loan Origination, PowerPoint, Microsoft Excel, Forecasting, Sales, Leadership, Finance, Strategy, Customer Service, Business Development
Education
George Mason University 1990 — 1994
Bachelor's Degree, Public Administration & finance
George Mason University
Bachelor of Science (B.S.) Public Administration
Wells Fargo January 2010 - Present
Wachovia, A Wells Fargo Company February 2006 - January 2010
Eagle Construction of Virginia March 2004 - February 2006
Wachovia Bank October 1997 - January 2000
Bank of America AZ March 1996 - October 1997
State Chemical June 1994 - October 1995
Skills
Strategic Planning, Cross-functional Team..., Banking, Business Analysis, Credit, Retail Banking, Small Business Lending, Mortgage Lending, Loans, Portfolio Management, Consumer Lending, Credit Analysis, Relationship Management, Microsoft Office, Mortgage, Risk Management, Financial Analysis, Investments, Financial Services, Commercial Lending, Management, Loan Origination, PowerPoint, Microsoft Excel, Forecasting, Sales, Leadership, Finance, Strategy, Customer Service, Business Development
Education
George Mason University 1990 — 1994
Bachelor's Degree, Public Administration & finance
George Mason University
Bachelor of Science (B.S.) Public Administration
Analida Chen-Safavieh's Wachovia, A Wells Fargo Company Experience 1990 - 1997
Job Director Internal Audit for the Americas at MUFG Americas
Industry Banking
Experience
MUFG Union Bank July 2014 - Present
Union Bank January 2010 - June 2014
TD Bank Group October 2007 - January 2010
Union Bank July 2002 - June 2006
Chevy Chase Bank 1997 - 2002
Wachovia, A Wells Fargo Company 1990 - 1997
Skills
Auditing, Credit, Risk Management, Retail Banking, Mortgage Lending, Operational Risk, Investments, Enterprise Risk..., AML, Operational Risk..., Internal Controls, Internal Audit, Relationship Management, Mutual Funds, Consumer Lending
Education
George Mason University 1992 — 1995
MBA, MBA
University of Oklahoma 1986 — 1990
BBA, Finance
MUFG Union Bank July 2014 - Present
Union Bank January 2010 - June 2014
TD Bank Group October 2007 - January 2010
Union Bank July 2002 - June 2006
Chevy Chase Bank 1997 - 2002
Wachovia, A Wells Fargo Company 1990 - 1997
Skills
Auditing, Credit, Risk Management, Retail Banking, Mortgage Lending, Operational Risk, Investments, Enterprise Risk..., AML, Operational Risk..., Internal Controls, Internal Audit, Relationship Management, Mutual Funds, Consumer Lending
Education
George Mason University 1992 — 1995
MBA, MBA
University of Oklahoma 1986 — 1990
BBA, Finance
Cedric Samuel's Wachovia, A Wells Fargo Company Experience June 2008 - July 2008
Job Developer at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs May 2013 - Present
Deutsche Bank February 2012 - April 2013
Deutsche Bank September 2010 - February 2012
The Coca-Cola Company May 2010 - August 2010
Deutsche Bank June 2009 - August 2009
Wachovia, A Wells Fargo Company June 2008 - July 2008
Education
Georgia Institute of Technology 2014 — 2016
Master's Degree, Computer Science
Morehouse College 2006 — 2010
Bachelor of Science, Computer Science and Economics, Summa Cum Laude
Vieux-Fort Comprehensive 1998 — 2005
Goldman Sachs May 2013 - Present
Deutsche Bank February 2012 - April 2013
Deutsche Bank September 2010 - February 2012
The Coca-Cola Company May 2010 - August 2010
Deutsche Bank June 2009 - August 2009
Wachovia, A Wells Fargo Company June 2008 - July 2008
Education
Georgia Institute of Technology 2014 — 2016
Master's Degree, Computer Science
Morehouse College 2006 — 2010
Bachelor of Science, Computer Science and Economics, Summa Cum Laude
Vieux-Fort Comprehensive 1998 — 2005
David Heglin's Wachovia, A Wells Fargo Company Experience June 2007 - February 2010
Job Sedgwick CMS
Industry Insurance
Experience
Sedgwick CMS 2010 - Present
Wachovia, A Wells Fargo Company June 2007 - February 2010
Accredited Home Lenders December 2004 - June 2007
Skills
Customer Service, Insurance, Marketing, Sales, Event Planning, Microsoft Office, Claims Management, Claims Handling, Claims Resolution, Property & Casualty..., Management, Claim, Training, Financial Analysis
Education
Georgia Southern University 1998 — 2004
BS, Marketing
Sedgwick CMS 2010 - Present
Wachovia, A Wells Fargo Company June 2007 - February 2010
Accredited Home Lenders December 2004 - June 2007
Skills
Customer Service, Insurance, Marketing, Sales, Event Planning, Microsoft Office, Claims Management, Claims Handling, Claims Resolution, Property & Casualty..., Management, Claim, Training, Financial Analysis
Education
Georgia Southern University 1998 — 2004
BS, Marketing
Bruce Rhodes's Wachovia, A Wells Fargo Company Experience 1996 - 2004
Job Senior Vice President at State Bank and Trust Company
Industry Banking
Experience
State Bank and Trust Company September 2009 - Present
Quantum National Bank January 2008 - September 2009
Flag Bank August 2004 - December 2007
Wachovia, A Wells Fargo Company 1996 - 2004
Skills
Banking, Commercial Banking, Portfolio Management, Credit Analysis, Commercial Lending, Loans, Underwriting, Consumer Lending, Credit, Small Business Lending, Cash Management, Financial Analysis, Retail Banking, Credit Risk, Asset Based Lending
Education
Georgia State University 1986 — 1991
Bachelor of Business Administration (BBA), Accounting
State Bank and Trust Company September 2009 - Present
Quantum National Bank January 2008 - September 2009
Flag Bank August 2004 - December 2007
Wachovia, A Wells Fargo Company 1996 - 2004
Skills
Banking, Commercial Banking, Portfolio Management, Credit Analysis, Commercial Lending, Loans, Underwriting, Consumer Lending, Credit, Small Business Lending, Cash Management, Financial Analysis, Retail Banking, Credit Risk, Asset Based Lending
Education
Georgia State University 1986 — 1991
Bachelor of Business Administration (BBA), Accounting
Klaritza Ramos's Wachovia, A Wells Fargo Company Experience August 2007 - May 2010
Job Branch Operations Member Service Agent at Delta Community Credit Union
Industry Banking
Experience
Delta Community Credit Union May 2010 - Present
Delta Community Credit Union May 2010 - June 2011
Wachovia, A Wells Fargo Company August 2007 - May 2010
Skills
Bilingual-Spanish, Drawing Skills, Preaching, Loans, Customer Service, Branch Banking, Leadership, Credit, Training, Microsoft Word
Education
Georgia Perimeter College 2013 — 2014
ASSOCIATES DEGREE, BUSINESS LAW
Georgia State University
WORKING ON MASTER'S, BUSINESS LAW
Delta Community Credit Union May 2010 - Present
Delta Community Credit Union May 2010 - June 2011
Wachovia, A Wells Fargo Company August 2007 - May 2010
Skills
Bilingual-Spanish, Drawing Skills, Preaching, Loans, Customer Service, Branch Banking, Leadership, Credit, Training, Microsoft Word
Education
Georgia Perimeter College 2013 — 2014
ASSOCIATES DEGREE, BUSINESS LAW
Georgia State University
WORKING ON MASTER'S, BUSINESS LAW
Jennifer Carlyle Thompson's Wachovia, A Wells Fargo Company Experience 2000 - 2010
Job Corporate TM Sales Consultant, CTP
Industry Banking
Experience
Regions Financial Corporation June 2013 - Present
Fifth Third Bank 2010 - March 2013
Wachovia, A Wells Fargo Company 2000 - 2010
Bank of America 1992 - 2000
Skills
Commercial Banking, Banking, Treasury Management, Cash Management, Cross Selling, Financial Analysis, Payments, Retail Banking, Sales Management, Treasury Services, Risk Management
Education
Georgia Tech 1988 — 1992
Bachelor of Science (BS), Management and Accounting
Regions Financial Corporation June 2013 - Present
Fifth Third Bank 2010 - March 2013
Wachovia, A Wells Fargo Company 2000 - 2010
Bank of America 1992 - 2000
Skills
Commercial Banking, Banking, Treasury Management, Cash Management, Cross Selling, Financial Analysis, Payments, Retail Banking, Sales Management, Treasury Services, Risk Management
Education
Georgia Tech 1988 — 1992
Bachelor of Science (BS), Management and Accounting
Hank Grimes's Wachovia, A Wells Fargo Company Experience January 1997 - January 2001
Job Credit Portfolio Manager
Industry Banking
Experience
Stock Loan Services, LLC October 2005 - May 2011
Habersham Bank June 2004 - July 2005
Bank of North Georgia January 2001 - January 2004
Wachovia, A Wells Fargo Company January 1997 - January 2001
Wachovia Bank, A Wells Fargo Company January 1991 - January 1997
Wachovia Bank June 1988 - January 1991
Skills
Commercial Lending, Construction Lending, Credit Administration, Credit Underwriting, Special Assets..., Staff Management, Consumer Lending, Collections Management, Account Receivable..., Busines to Business..., Underwriting, Commercial Banking, Loans, Portfolio Management, Mortgage Lending, Finance, Credit Analysis
Education
Georgia State University
BBA, Management/Finance
winter park high school
Stock Loan Services, LLC October 2005 - May 2011
Habersham Bank June 2004 - July 2005
Bank of North Georgia January 2001 - January 2004
Wachovia, A Wells Fargo Company January 1997 - January 2001
Wachovia Bank, A Wells Fargo Company January 1991 - January 1997
Wachovia Bank June 1988 - January 1991
Skills
Commercial Lending, Construction Lending, Credit Administration, Credit Underwriting, Special Assets..., Staff Management, Consumer Lending, Collections Management, Account Receivable..., Busines to Business..., Underwriting, Commercial Banking, Loans, Portfolio Management, Mortgage Lending, Finance, Credit Analysis
Education
Georgia State University
BBA, Management/Finance
winter park high school
Francella B. Broxton's Wachovia, A Wells Fargo Company Experience February 2000 - January 2001
Job Experienced Treasury Client Services Administrator
Industry Banking
Experience
TriMont Real Estate Advisors January 2007 - March 2011
TriMont Real Estate Advisors January 2003 - December 2007
TriMont Real Estate Advisors January 2001 - December 2003
Wachovia, A Wells Fargo Company February 2000 - January 2001
Wachovia, A Wells Fargo Company October 1989 - February 2000
Education
Shorter University 2002 — 2005
Bachelor of Science, Business Management
Georgia Perimeter College 1985 — 1987
Associate of Science, Psychology
TriMont Real Estate Advisors January 2007 - March 2011
TriMont Real Estate Advisors January 2003 - December 2007
TriMont Real Estate Advisors January 2001 - December 2003
Wachovia, A Wells Fargo Company February 2000 - January 2001
Wachovia, A Wells Fargo Company October 1989 - February 2000
Education
Shorter University 2002 — 2005
Bachelor of Science, Business Management
Georgia Perimeter College 1985 — 1987
Associate of Science, Psychology
michele Kiser's Wachovia, A Wells Fargo Company Experience February 1981 - July 1995
Job self employed
Industry Banking
Experience
Timeless Treasures October 2011 - Present
self employed July 1995 - June 2011
Wachovia, A Wells Fargo Company February 1981 - July 1995
Education
Georgia Perimeter College
lithonia
Timeless Treasures October 2011 - Present
self employed July 1995 - June 2011
Wachovia, A Wells Fargo Company February 1981 - July 1995
Education
Georgia Perimeter College
lithonia
Husna Evans's Wachovia, A Wells Fargo Company Experience June 2008 - January 2011
Job Social Studies Teacher
Industry Nonprofit Organization Management
Experience
Archer Middle School January 2008 - Present
Elaine Clark Center January 2004 - Present
Wachovia, A Wells Fargo Company June 2008 - January 2011
Achor Center, Inc January 2008 - January 2011
Samuel L. Jones Boys & Girls Club March 2008 - August 2008
Ada S June 2007 - August 2007
Cross Keys High School January 2001 - April 2001
Education
Georgia State University 2010 — 2011
Master of Arts in teaching, Social Studies
Georgia State University
Master of Arts, Teaching, Social Studies Education
Georgia State University
2010 Bachelor of Arts, History and Pre-Education
Archer Middle School January 2008 - Present
Elaine Clark Center January 2004 - Present
Wachovia, A Wells Fargo Company June 2008 - January 2011
Achor Center, Inc January 2008 - January 2011
Samuel L. Jones Boys & Girls Club March 2008 - August 2008
Ada S June 2007 - August 2007
Cross Keys High School January 2001 - April 2001
Education
Georgia State University 2010 — 2011
Master of Arts in teaching, Social Studies
Georgia State University
Master of Arts, Teaching, Social Studies Education
Georgia State University
2010 Bachelor of Arts, History and Pre-Education
Andrew Kirby's Wachovia, A Wells Fargo Company Experience June 2007 - August 2007
Job Senior Associate at AMP Capital
Industry Investment Management
Experience
AMP Capital November 2014 - Present
Rothschild June 2008 - October 2014
Wachovia, A Wells Fargo Company June 2007 - August 2007
Education
Georgetown University 2004 — 2008
AMP Capital November 2014 - Present
Rothschild June 2008 - October 2014
Wachovia, A Wells Fargo Company June 2007 - August 2007
Education
Georgetown University 2004 — 2008
Amanda Overly's Wachovia, A Wells Fargo Company Experience 2004 - 2006
Job Accounting Manager at US Premium Finance
Industry Banking
Experience
US Premium Finance February 2010 - Present
PC Group 2009 - 2010
United Auto Insurance 2003 - 2009
Wachovia, A Wells Fargo Company 2004 - 2006
Commercial Casualty Insurance Company of North Carolina March 2000 - October 2002
Skills
Customer Service, Underwriting, Insurance, Property & Casualty..., Risk Management, Commercial Insurance, Casualty, General Ledger, Account Reconciliation, Financial Analysis, Financial Statements, Accounts Payable, Accounts Receivable, Accounting, Staff Supervision
Education
Georgia Perimeter College 2001 — 2004
Associate of Science (A.S.)
Gwinnett Technical College
Computerized Accounting Specialist, Accounting, 4.0
US Premium Finance February 2010 - Present
PC Group 2009 - 2010
United Auto Insurance 2003 - 2009
Wachovia, A Wells Fargo Company 2004 - 2006
Commercial Casualty Insurance Company of North Carolina March 2000 - October 2002
Skills
Customer Service, Underwriting, Insurance, Property & Casualty..., Risk Management, Commercial Insurance, Casualty, General Ledger, Account Reconciliation, Financial Analysis, Financial Statements, Accounts Payable, Accounts Receivable, Accounting, Staff Supervision
Education
Georgia Perimeter College 2001 — 2004
Associate of Science (A.S.)
Gwinnett Technical College
Computerized Accounting Specialist, Accounting, 4.0
Resheda Heath's Wachovia, A Wells Fargo Company Experience 1999 - 2006
Job paralegal student
Industry Legal Services
Experience
Internal Revenue Service 2008 - 2008
Wachovia, A Wells Fargo Company 1999 - 2006
RBC Bank (formerly Tucker Federal) 1996 - 1999
Skills
Bookkeeping, Cash Flow Management, Clerical Skills, Customer Service, Document Processing, Excel, Microsoft Office, Office Administration, Order Management, Organizing, PowerPoint, Records Management, Retail, Retail Banking, Supervisory Skills, Typing, Word
Education
Georgia Piedmont Technical College 2008 — 2012
Associate In Applied Science, Paralegal Studies
Georgia Perimeter College
Oxford College at Emory
Internal Revenue Service 2008 - 2008
Wachovia, A Wells Fargo Company 1999 - 2006
RBC Bank (formerly Tucker Federal) 1996 - 1999
Skills
Bookkeeping, Cash Flow Management, Clerical Skills, Customer Service, Document Processing, Excel, Microsoft Office, Office Administration, Order Management, Organizing, PowerPoint, Records Management, Retail, Retail Banking, Supervisory Skills, Typing, Word
Education
Georgia Piedmont Technical College 2008 — 2012
Associate In Applied Science, Paralegal Studies
Georgia Perimeter College
Oxford College at Emory
lily kovacevic's Wachovia, A Wells Fargo Company Experience 2005 - 2010
Job Mortgage Loan Specialist at SunTrust Mortgage
Industry Banking
Experience
SunTrust Mortgage July 2012 - Present
Wachovia, A Wells Fargo Company 2005 - 2010
Skills
Commercial Banking, Portfolio Management, Mortgage Lending
Education
Greensboro College 2000 — 2004
Bachelor's degree, Business Administration and Management, General
Greensboro College 2000 — 2004
Bachelor's degree, Business Administration and Management, General
SunTrust Mortgage July 2012 - Present
Wachovia, A Wells Fargo Company 2005 - 2010
Skills
Commercial Banking, Portfolio Management, Mortgage Lending
Education
Greensboro College 2000 — 2004
Bachelor's degree, Business Administration and Management, General
Greensboro College 2000 — 2004
Bachelor's degree, Business Administration and Management, General
Courtney (Bowers) Brown's Wachovia, A Wells Fargo Company Experience January 2007 - November 2009
Job Licensed Insurance Agent at The Baldwin Agency
Industry Financial Services
Experience
The Baldwin Agency March 2014 - Present
Wells Fargo November 2009 - April 2012
Wachovia, a Wells Fargo Company January 2007 - November 2009
Skills
Oral & Written..., Outstanding verbal, Team Leadership, Customer Service..., Consumer Lending, Certificates Of..., Motivated self-starter, Sales Management, Operations Management, Compliance, Product Marketing, High Performer, Cross Selling, Team Building, FHA, Mortgage Lending, Training, Customer Retention, Finance, Banking, Selling, Loans, Interviews, Loan Origination, Insurance, Refinance, Customer Service, Marketing, Leadership, Management, Sales, Public Speaking, Microsoft Excel, Strategic Planning, Coaching, Cold Calling, Time Management, Financial Services, Small Business, Credit, Social Media, Budgets, Microsoft Office, Microsoft Word, Event Planning, Research, Social Networking
Education
Georgia Southwestern State University 2001 — 2006
Accounting, Business
Southland 1988 — 2001
Diploma, General Studies
Southland 1988 — 2001
General Studies, General Studies
of Hard Knocks
of Hard Knocks
The Baldwin Agency March 2014 - Present
Wells Fargo November 2009 - April 2012
Wachovia, a Wells Fargo Company January 2007 - November 2009
Skills
Oral & Written..., Outstanding verbal, Team Leadership, Customer Service..., Consumer Lending, Certificates Of..., Motivated self-starter, Sales Management, Operations Management, Compliance, Product Marketing, High Performer, Cross Selling, Team Building, FHA, Mortgage Lending, Training, Customer Retention, Finance, Banking, Selling, Loans, Interviews, Loan Origination, Insurance, Refinance, Customer Service, Marketing, Leadership, Management, Sales, Public Speaking, Microsoft Excel, Strategic Planning, Coaching, Cold Calling, Time Management, Financial Services, Small Business, Credit, Social Media, Budgets, Microsoft Office, Microsoft Word, Event Planning, Research, Social Networking
Education
Georgia Southwestern State University 2001 — 2006
Accounting, Business
Southland 1988 — 2001
Diploma, General Studies
Southland 1988 — 2001
General Studies, General Studies
of Hard Knocks
of Hard Knocks
Neil Gauthier's Wachovia, A Wells Fargo Company Experience January 2003 - October 2010
Job Creative Entrepreneur, Programmer, Musician, and Technician
Industry Entertainment
Experience
Wells Fargo October 2010 - June 2012
Wachovia, A Wells Fargo Company January 2003 - October 2010
AMC Theatres January 1999 - July 2005
HomePlace January 1997 - January 1999
Skills
Marketing Strategy, Musicians, Sound Editing, Operations Management, Front Office, Staff Development, Creative Writing, Critical Thinking, Creativity, Bookkeeping, Books, Customer Service, Electronics, Entertainment, Keyboards, Leadership, Microsoft Word, Organization, PowerPoint, Recording, Problem Solving, Sound, Theatre, XP, Apple, Lighting, Mac OS X, Composition, Social Networking
Education
Georgia State University 1999 — 2002
working on Bachelors, English/Creative Writing
Jonesboro High School 1996 — 1999
College Prep/Vocational Diploma, Technology & Percussion
Wells Fargo October 2010 - June 2012
Wachovia, A Wells Fargo Company January 2003 - October 2010
AMC Theatres January 1999 - July 2005
HomePlace January 1997 - January 1999
Skills
Marketing Strategy, Musicians, Sound Editing, Operations Management, Front Office, Staff Development, Creative Writing, Critical Thinking, Creativity, Bookkeeping, Books, Customer Service, Electronics, Entertainment, Keyboards, Leadership, Microsoft Word, Organization, PowerPoint, Recording, Problem Solving, Sound, Theatre, XP, Apple, Lighting, Mac OS X, Composition, Social Networking
Education
Georgia State University 1999 — 2002
working on Bachelors, English/Creative Writing
Jonesboro High School 1996 — 1999
College Prep/Vocational Diploma, Technology & Percussion