Wachovia, A Wells Fargo Company
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Wachovia, A Wells Fargo Company Employees
Employee
Years
Job
Industry
Chuck Valdez Chuck Valdez's Wachovia, A Wells Fargo Company Experience January 1999 - July 1999
Job Real Estate Broker
Industry Real Estate
Experience
Midas Residential September 2007 - Present
Midas Commercial Investments, LLC. September 2007 - Present
Midas Transport, LLC. July 2011 - Present
Triangle Commercial Inc. July 2004 - August 2007
GVA Advantis 2002 - 2004
Studley Inc June 2001 - January 2002
Wachovia, A Wells Fargo Company January 1999 - July 1999
First Union National Bank January 1999 - July 1999
Skills
Contract Negotiations, Strategic Planning, Customer Relations, Financial Planning, Construction Management, Customer Service, Strategy Development, Cost Control, Cost Reduction, Compliance, Relationship Development, Performance Management, Risk Management, Budget Management, Start-up Operations, P&L responsibility, Real Estate Development, Corporate Real Estate, Real Estate, Site Selection, Property Management, Real Estate Investment, Dispositions, Brokerage, Due Diligence, Leases, Asset Management, Real Estate Transactions, Negotiation, Valuation, Investment Properties, Retail, Market Analysis, Financial Analysis, Real Estate Negotiation, Contract Negotiation, Tenant, Investors, New Business Development, Selling, Real Estate Finance, Lease Administration, Relocation, Business Planning, Budgeting, Portfolio Management, Financial Modeling, Investments, Asset Managment, Budgets
Education
Appalachain State University 1997 — 2001
Real Estate
Appalachian State University 1997 — 2001
BS, Real Estate and Urban Anaylsis
Midas Residential September 2007 - Present
Midas Commercial Investments, LLC. September 2007 - Present
Midas Transport, LLC. July 2011 - Present
Triangle Commercial Inc. July 2004 - August 2007
GVA Advantis 2002 - 2004
Studley Inc June 2001 - January 2002
Wachovia, A Wells Fargo Company January 1999 - July 1999
First Union National Bank January 1999 - July 1999
Skills
Contract Negotiations, Strategic Planning, Customer Relations, Financial Planning, Construction Management, Customer Service, Strategy Development, Cost Control, Cost Reduction, Compliance, Relationship Development, Performance Management, Risk Management, Budget Management, Start-up Operations, P&L responsibility, Real Estate Development, Corporate Real Estate, Real Estate, Site Selection, Property Management, Real Estate Investment, Dispositions, Brokerage, Due Diligence, Leases, Asset Management, Real Estate Transactions, Negotiation, Valuation, Investment Properties, Retail, Market Analysis, Financial Analysis, Real Estate Negotiation, Contract Negotiation, Tenant, Investors, New Business Development, Selling, Real Estate Finance, Lease Administration, Relocation, Business Planning, Budgeting, Portfolio Management, Financial Modeling, Investments, Asset Managment, Budgets
Education
Appalachain State University 1997 — 2001
Real Estate
Appalachian State University 1997 — 2001
BS, Real Estate and Urban Anaylsis
Ryan Andersen Ryan Andersen's Wachovia, A Wells Fargo Company Experience August 2007 - August 2009
Job Senior Managing Director at Opus Bank
Industry Banking
Experience
Opus Bank July 2014 - Present
AmCheck Payment Solutions November 2012 - August 2014
Meridian Bank May 2011 - November 2012
Johnson Financial Group (Johnson Bank Arizona) August 2009 - May 2011
Wachovia, A Wells Fargo Company August 2007 - August 2009
Bank of America August 1995 - August 2007
Skills
Banking, Commercial Banking, Financial Services, Retail, Private Banking, Commercial Real Estate, Asset, Loans, Credit, Commercial Lending, Mortgage Lending, Underwriting, Portfolio Management, Credit Analysis, Risk Management, Financial Analysis, Investments, Small Business Lending, Cash Management, Financial Risk, Strategy, Leadership, Retail Banking, Management, Treasury Management, Finance, Sales, Loan Origination, Merchant Services, Small Business, Lines Of Credit, Payments, Start-ups, Consumer Lending, Strategic Partnerships, Sales Management, New Business Development, Executive Management, Credit Cards, Relationship Management, Strategic Planning, Asset Based Lending, Credit Risk, Commercial Mortgages, Mortgage Banking, Funding, Refinance, Deposits
Education
Arizona State University 1997 — 2001
Bachelor, BIS Business Communications
Scottsdale Community College 1995 — 1996
General Studies
Opus Bank July 2014 - Present
AmCheck Payment Solutions November 2012 - August 2014
Meridian Bank May 2011 - November 2012
Johnson Financial Group (Johnson Bank Arizona) August 2009 - May 2011
Wachovia, A Wells Fargo Company August 2007 - August 2009
Bank of America August 1995 - August 2007
Skills
Banking, Commercial Banking, Financial Services, Retail, Private Banking, Commercial Real Estate, Asset, Loans, Credit, Commercial Lending, Mortgage Lending, Underwriting, Portfolio Management, Credit Analysis, Risk Management, Financial Analysis, Investments, Small Business Lending, Cash Management, Financial Risk, Strategy, Leadership, Retail Banking, Management, Treasury Management, Finance, Sales, Loan Origination, Merchant Services, Small Business, Lines Of Credit, Payments, Start-ups, Consumer Lending, Strategic Partnerships, Sales Management, New Business Development, Executive Management, Credit Cards, Relationship Management, Strategic Planning, Asset Based Lending, Credit Risk, Commercial Mortgages, Mortgage Banking, Funding, Refinance, Deposits
Education
Arizona State University 1997 — 2001
Bachelor, BIS Business Communications
Scottsdale Community College 1995 — 1996
General Studies
James Austin, JD, CFA, FRM, CPA, ASA James Austin, JD, CFA, FRM, CPA, ASA's Wachovia, A Wells Fargo Company Experience 2006 - February 2011
Job Lead Research Analyst, Senior Vice President at Wells Fargo
Industry Investment Management
Experience
Wells Fargo March 2010 - Present
Wachovia, A Wells Fargo Company 2006 - February 2011
Evergreen Investments September 2004 - November 2005
Huron Consulting Group August 2003 - September 2004
Enterprise Value Consulting, LLC March 2001 - August 2003
First Union National Bank August 2000 - March 2001
Price Waterhouse Coopers July 1999 - August 2000
Wachovia 1999 - 1999
Skills
Portfolio Management, Asset Allocation, Equities, Valuation, Fixed Income, Business Valuation, Mutual Funds, Investments, Alternative Investments, Financial Modeling, Hedge Funds, Investment Management, Financial Analysis, Wealth Management, Due Diligence, Equity Valuation, Investment Advisory, Risk Management, Bonds, Private Equity, Banking, Wealth Management..., Securities, Investment Banking, Equity Research, Corporate Finance, Strategic Financial..., Financial Services, Derivatives, Finance, Options, Mergers, Financial Risk, Credit Analysis, ETFs, Mergers, Trading, Credit, Financial Planning
Education
Wake Forest University School of Business 1996 — 1999
Master of Business Administration, Finance
Wake Forest University School of Law 1995 — 1999
Juris Doctor
Appalachian State University 1990 — 1995
BSBA, Finance, Banking, and Economics
Wells Fargo March 2010 - Present
Wachovia, A Wells Fargo Company 2006 - February 2011
Evergreen Investments September 2004 - November 2005
Huron Consulting Group August 2003 - September 2004
Enterprise Value Consulting, LLC March 2001 - August 2003
First Union National Bank August 2000 - March 2001
Price Waterhouse Coopers July 1999 - August 2000
Wachovia 1999 - 1999
Skills
Portfolio Management, Asset Allocation, Equities, Valuation, Fixed Income, Business Valuation, Mutual Funds, Investments, Alternative Investments, Financial Modeling, Hedge Funds, Investment Management, Financial Analysis, Wealth Management, Due Diligence, Equity Valuation, Investment Advisory, Risk Management, Bonds, Private Equity, Banking, Wealth Management..., Securities, Investment Banking, Equity Research, Corporate Finance, Strategic Financial..., Financial Services, Derivatives, Finance, Options, Mergers, Financial Risk, Credit Analysis, ETFs, Mergers, Trading, Credit, Financial Planning
Education
Wake Forest University School of Business 1996 — 1999
Master of Business Administration, Finance
Wake Forest University School of Law 1995 — 1999
Juris Doctor
Appalachian State University 1990 — 1995
BSBA, Finance, Banking, and Economics
Ernest J Stanton , MBA Ernest J Stanton , MBA's Wachovia, A Wells Fargo Company Experience April 2007 - March 2009
Job Partner Accountant & Business Consultant
Industry Accounting
Experience
Stanton & Cervera LLC - Certified Public Accountants February 2013 - Present
A division of PNC Bank March 2009 - February 2013
Wachovia, A Wells Fargo Company April 2007 - March 2009
Janney Montgomery Scott August 2006 - February 2007
The Citco Group , Citco Mutual Fund Services December 2004 - August 2006
Skills
Financial Analysis, Leadership, Management, Analysis, Budgets, Finance, Forecasting, Financial Reporting, Team Building, Banking, Sales
Education
Arcadia University 2006 — 2008
MBA, International Business Management
University of Maryland Eastern Shore 1999 — 2003
BS, Business Administration
Stanton & Cervera LLC - Certified Public Accountants February 2013 - Present
A division of PNC Bank March 2009 - February 2013
Wachovia, A Wells Fargo Company April 2007 - March 2009
Janney Montgomery Scott August 2006 - February 2007
The Citco Group , Citco Mutual Fund Services December 2004 - August 2006
Skills
Financial Analysis, Leadership, Management, Analysis, Budgets, Finance, Forecasting, Financial Reporting, Team Building, Banking, Sales
Education
Arcadia University 2006 — 2008
MBA, International Business Management
University of Maryland Eastern Shore 1999 — 2003
BS, Business Administration
Joe Layman Joe Layman's Wachovia, A Wells Fargo Company Experience March 2005 - October 2008
Job PartTime Community Coach at InReach
Industry Banking
Experience
InReach (formerly Residential & Support Services) June 2013 - Present
Wells Fargo October 2010 - October 2011
Wells Fargo October 2008 - October 2010
Wachovia, A Wells Fargo Company March 2005 - October 2008
First Union National Bank June 2000 - March 2005
Skills
Excel, PowerPoint, Word, Outlook, Business Reporting, Lotus Notes, Data Analysis, Banking, SharePoint, Accounts Payable, Training Skills, Vendor Management, Team Building, Data Entry, Training, Microsoft Excel, Access, Analysis, Report Writing, Project Management, Visio, Microsoft Word
Education
Appalachian State University 1994 — 1998
Bachlors of Science, Communication; Graphic Arts and Imaging Technology
Central Piedmont Community College 1992 — 1994
Associate of Science, General Studies
NORTH MECKLENBURG SENIOR HIGH SCHOOL 1989 — 1992
Diploma
InReach (formerly Residential & Support Services) June 2013 - Present
Wells Fargo October 2010 - October 2011
Wells Fargo October 2008 - October 2010
Wachovia, A Wells Fargo Company March 2005 - October 2008
First Union National Bank June 2000 - March 2005
Skills
Excel, PowerPoint, Word, Outlook, Business Reporting, Lotus Notes, Data Analysis, Banking, SharePoint, Accounts Payable, Training Skills, Vendor Management, Team Building, Data Entry, Training, Microsoft Excel, Access, Analysis, Report Writing, Project Management, Visio, Microsoft Word
Education
Appalachian State University 1994 — 1998
Bachlors of Science, Communication; Graphic Arts and Imaging Technology
Central Piedmont Community College 1992 — 1994
Associate of Science, General Studies
NORTH MECKLENBURG SENIOR HIGH SCHOOL 1989 — 1992
Diploma
Emily Deal's Wachovia, A Wells Fargo Company Experience September 2009 - March 2012
Job Sales Analyst, Treasury Management at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2011 - Present
Wachovia, A Wells Fargo Company September 2009 - March 2012
Wachovia, A Wells Fargo Company September 2006 - September 2009
Newell Rubbermaid - Irwin Tools June 2005 - August 2005
Skills
Recruiting, Training, Marketing, Management, Negotiation
Education
Appalachian State University 2002 — 2006
Bachelor of Business, Marketing; International Business
Wells Fargo July 2011 - Present
Wachovia, A Wells Fargo Company September 2009 - March 2012
Wachovia, A Wells Fargo Company September 2006 - September 2009
Newell Rubbermaid - Irwin Tools June 2005 - August 2005
Skills
Recruiting, Training, Marketing, Management, Negotiation
Education
Appalachian State University 2002 — 2006
Bachelor of Business, Marketing; International Business
Jennifer Wyatt Jennifer Wyatt's Wachovia, A Wells Fargo Company Experience November 2001 - May 2008
Job Customer Experience Program Manager at U.S. Bank
Industry Banking
Experience
U.S. Bank August 2010 - Present
Wachovia, A Wells Fargo Company November 2001 - May 2008
Verian Technologies May 2001 - November 2001
First Union National Bank August 2000 - March 2001
Muzak March 2000 - August 2000
First Union National Bank August 1998 - March 2000
Skills
Vendor Management, Program Management, Survey Design, Customer Experience, Banking, Communication, Presentation Development, Presentations, Training, Change Management, Performance Measurement, Sales, Leadership, Strategy, Project Management
Education
Appalachian State University 1993 — 1997
BS, Walker College of Business- Marketing
U.S. Bank August 2010 - Present
Wachovia, A Wells Fargo Company November 2001 - May 2008
Verian Technologies May 2001 - November 2001
First Union National Bank August 2000 - March 2001
Muzak March 2000 - August 2000
First Union National Bank August 1998 - March 2000
Skills
Vendor Management, Program Management, Survey Design, Customer Experience, Banking, Communication, Presentation Development, Presentations, Training, Change Management, Performance Measurement, Sales, Leadership, Strategy, Project Management
Education
Appalachian State University 1993 — 1997
BS, Walker College of Business- Marketing
Leslie Rippy Campbell Leslie Rippy Campbell's Wachovia, A Wells Fargo Company Experience January 2010 - Present
Job Business Systems Consultant 3 at Wachovia, A Wells Fargo Company
Industry Financial Services
Experience
Wachovia, A Wells Fargo Company January 2010 - Present
Wachovia Bank June 2004 - January 2010
Wachovia Bank August 1998 - May 2004
Wachovia Bank March 1998 - July 1998
Wachovia Bank December 1996 - April 1998
Bruce Alan Bags 1994 - 1996
Skills
Leadership, Training, Project Management, Banking, Customer Service, Process Improvement, Business Analysis, Time Management, Risk Management, SharePoint, Security, Requirements Analysis, Employee Benefits, Team Leadership, Recruiting, Financial Services, Loans
Education
Appalachian State University 1990 — 1995
B.S., Communications, Public Relations & Marketing
Appalachian State University 1990 — 1995
BS, Communication
Wachovia, A Wells Fargo Company January 2010 - Present
Wachovia Bank June 2004 - January 2010
Wachovia Bank August 1998 - May 2004
Wachovia Bank March 1998 - July 1998
Wachovia Bank December 1996 - April 1998
Bruce Alan Bags 1994 - 1996
Skills
Leadership, Training, Project Management, Banking, Customer Service, Process Improvement, Business Analysis, Time Management, Risk Management, SharePoint, Security, Requirements Analysis, Employee Benefits, Team Leadership, Recruiting, Financial Services, Loans
Education
Appalachian State University 1990 — 1995
B.S., Communications, Public Relations & Marketing
Appalachian State University 1990 — 1995
BS, Communication
Joey Yoder, MBA Joey Yoder, MBA's Wachovia, A Wells Fargo Company Experience January 2004 - March 2004
Job Senior Internal Auditor at BB&T
Industry Accounting
Experience
BB&T August 2015 - Present
Deloitte September 2013 - August 2015
Federal Reserve Board December 2009 - July 2013
Wachovia Capital Markets July 2006 - August 2009
Wachovia Securities, LLC April 2004 - July 2006
Wachovia, A Wells Fargo Company January 2004 - March 2004
City Year of Greater Philadelphia August 2002 - June 2003
Skills
Internal Audit, Credit Risk, Accounting, Financial Analysis, Risk Management, Banking, Bloomberg, Finance, Microsoft Excel, Credit, Financial Reporting, Investments, Business Analysis, Microsoft Office, Internal Controls, US GAAP, Auditing, Management, Training
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2013
MBA, Accounting
Appalachian State University 2000 — 2001
BS, Business Administration Management
BB&T August 2015 - Present
Deloitte September 2013 - August 2015
Federal Reserve Board December 2009 - July 2013
Wachovia Capital Markets July 2006 - August 2009
Wachovia Securities, LLC April 2004 - July 2006
Wachovia, A Wells Fargo Company January 2004 - March 2004
City Year of Greater Philadelphia August 2002 - June 2003
Skills
Internal Audit, Credit Risk, Accounting, Financial Analysis, Risk Management, Banking, Bloomberg, Finance, Microsoft Excel, Credit, Financial Reporting, Investments, Business Analysis, Microsoft Office, Internal Controls, US GAAP, Auditing, Management, Training
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2013
MBA, Accounting
Appalachian State University 2000 — 2001
BS, Business Administration Management
Brent Musselman, CPA Brent Musselman, CPA's Wachovia, A Wells Fargo Company Experience July 2006 - July 2009
Job Senior Accountant at Dunlap & Associates
Industry Accounting
Experience
Dunlap & Associates, P.C. August 2012 - Present
Dunlap & Associates, P.C. August 2009 - Present
Dunlap & Associates, P.C. August 2009 - August 2012
Wachovia, A Wells Fargo Company July 2006 - July 2009
Skills
Accounting, QuickBooks, Cash Management, Financial Analysis, Financial Reporting, Account Reconciliation, General Ledger, Cash Flow, Financial Statements, Accounts Receivable, Accounts Payable, Tax Preparation, GAAP, Tax, Strategic Financial..., Financial Planning
Education
Bucks County Community College 2007 — 2009
Certificate, Accounting & Taxation
Art Institute of Philadelphia 2002 — 2005
BS, Media Art & Animation
Dunlap & Associates, P.C. August 2012 - Present
Dunlap & Associates, P.C. August 2009 - Present
Dunlap & Associates, P.C. August 2009 - August 2012
Wachovia, A Wells Fargo Company July 2006 - July 2009
Skills
Accounting, QuickBooks, Cash Management, Financial Analysis, Financial Reporting, Account Reconciliation, General Ledger, Cash Flow, Financial Statements, Accounts Receivable, Accounts Payable, Tax Preparation, GAAP, Tax, Strategic Financial..., Financial Planning
Education
Bucks County Community College 2007 — 2009
Certificate, Accounting & Taxation
Art Institute of Philadelphia 2002 — 2005
BS, Media Art & Animation
Thomas Gathings Thomas Gathings's Wachovia, A Wells Fargo Company Experience October 2004 - August 2005
Job IT Executive at FIS
Industry Information Technology and Services
Experience
FIS January 2015 - Present
FIS August 2012 - December 2014
Skanska June 2008 - August 2012
Skanska USA August 2005 - June 2008
Wachovia, A Wells Fargo Company October 2004 - August 2005
Duke Energy August 2001 - October 2004
Duke Energy August 2001 - October 2004
Duke Energy August 2001 - October 2004
Duke Energy August 2001 - October 2004
Duke Energy Corporation August 2001 - October 2004
Skills
TOGAF 9, Architecture, Enterprise Architecture, Application Development, TOGAF, Architecture Frameworks, Application Architecture, Software Development, Databases, C#, Web Services, Microsoft SQL Server, SharePoint, ASP.NET, SOA, .NET, Agile Methodologies, XML
Education
Queens University of Charlotte 2012 — 2016
MBA (candidate, spring 2016), Finance, General, 4.0
Appalachian State University 1993 — 1998
BSBA, Computer Information Systems
FIS January 2015 - Present
FIS August 2012 - December 2014
Skanska June 2008 - August 2012
Skanska USA August 2005 - June 2008
Wachovia, A Wells Fargo Company October 2004 - August 2005
Duke Energy August 2001 - October 2004
Duke Energy August 2001 - October 2004
Duke Energy August 2001 - October 2004
Duke Energy August 2001 - October 2004
Duke Energy Corporation August 2001 - October 2004
Skills
TOGAF 9, Architecture, Enterprise Architecture, Application Development, TOGAF, Architecture Frameworks, Application Architecture, Software Development, Databases, C#, Web Services, Microsoft SQL Server, SharePoint, ASP.NET, SOA, .NET, Agile Methodologies, XML
Education
Queens University of Charlotte 2012 — 2016
MBA (candidate, spring 2016), Finance, General, 4.0
Appalachian State University 1993 — 1998
BSBA, Computer Information Systems
Nick Younts Nick Younts's Wachovia, A Wells Fargo Company Experience July 2006 - July 2008
Job Group Annuity Administration Post Issue IV Representative
Industry Financial Services
Experience
MetLife December 2013 - Present
Wells Fargo July 2008 - December 2013
Wachovia, A Wells Fargo Company July 2006 - July 2008
Wachovia, A Wells Fargo Company June 2005 - July 2006
Ryan's / Fire Mountain March 2004 - June 2005
Skills
Microsoft Office, Microsoft Access, Access, Banking, Lotus Notes, Networking, Customer Service, Customer Satisfaction, Outlook, Microsoft Excel, COBOL, HTML, Microsoft Word, Windows 7, RightFax, Softphone, Mobius, Emerald, Treasury Services, SmartStation, Insurance, Credit, CRM, Risk Management, Team Building, Leadership, Analysis, Sales, Process Improvement, Finance, Management
Education
Appalachian State University 1998 — 2003
BS, Computer Information Systems
MetLife December 2013 - Present
Wells Fargo July 2008 - December 2013
Wachovia, A Wells Fargo Company July 2006 - July 2008
Wachovia, A Wells Fargo Company June 2005 - July 2006
Ryan's / Fire Mountain March 2004 - June 2005
Skills
Microsoft Office, Microsoft Access, Access, Banking, Lotus Notes, Networking, Customer Service, Customer Satisfaction, Outlook, Microsoft Excel, COBOL, HTML, Microsoft Word, Windows 7, RightFax, Softphone, Mobius, Emerald, Treasury Services, SmartStation, Insurance, Credit, CRM, Risk Management, Team Building, Leadership, Analysis, Sales, Process Improvement, Finance, Management
Education
Appalachian State University 1998 — 2003
BS, Computer Information Systems
Eddie West Eddie West's Wachovia, A Wells Fargo Company Experience August 1993 - March 1995
Job Owner Controls Inc.
Industry Wholesale
Experience
Controls Inc. July 2012 - Present
Controls Inc. March 1995 - July 2012
Wachovia, A Wells Fargo Company August 1993 - March 1995
Sara Lee May 1989 - August 1993
Skills
Customer Service, Account Management, Team Building, Sales, Strategic Planning, Sales Management, Microsoft Office, Negotiation, Microsoft Excel, Budgets, New Business Development, Inventory Management, Marketing Strategy, Selling, PowerPoint, Process Improvement, Business Development, Retail, Sales Process
Education
Appalachian State University 1984 — 1989
MBA Business information systems with minors in math, computer science and religion.
Cary High School 1981 — 1984
Controls Inc. July 2012 - Present
Controls Inc. March 1995 - July 2012
Wachovia, A Wells Fargo Company August 1993 - March 1995
Sara Lee May 1989 - August 1993
Skills
Customer Service, Account Management, Team Building, Sales, Strategic Planning, Sales Management, Microsoft Office, Negotiation, Microsoft Excel, Budgets, New Business Development, Inventory Management, Marketing Strategy, Selling, PowerPoint, Process Improvement, Business Development, Retail, Sales Process
Education
Appalachian State University 1984 — 1989
MBA Business information systems with minors in math, computer science and religion.
Cary High School 1981 — 1984
MaryJane Inlow MaryJane Inlow's Wachovia, A Wells Fargo Company Experience 1990 - September 2010
Job Instructional Designer II at Bank of America
Industry Banking
Experience
Bank of America September 2010 - Present
Wachovia, A Wells Fargo Company 1990 - September 2010
Wachovia, A Wells Fargo Company January 2002 - April 2010
Hewitt Associates November 2005 - August 2008
First Union National Bank January 1998 - January 2002
First Union National Bank January 1997 - January 1998
First Union National Bank January 1990 - January 1997
Skills
Project Management, Software Documentation, Training, Banking, Content Management, Project Planning, Requirements Analysis, Customer Service, Materials Management, Job Aids, Needs Analysis, Performance Consulting, ADDIE, Information Mapping, Captivate, Instructional Design, Visio, Instructor-led Training, Technical Writing
Education
Appalachian State University 1982 — 1986
BS, Mathematics, Physics, Education
Bank of America September 2010 - Present
Wachovia, A Wells Fargo Company 1990 - September 2010
Wachovia, A Wells Fargo Company January 2002 - April 2010
Hewitt Associates November 2005 - August 2008
First Union National Bank January 1998 - January 2002
First Union National Bank January 1997 - January 1998
First Union National Bank January 1990 - January 1997
Skills
Project Management, Software Documentation, Training, Banking, Content Management, Project Planning, Requirements Analysis, Customer Service, Materials Management, Job Aids, Needs Analysis, Performance Consulting, ADDIE, Information Mapping, Captivate, Instructional Design, Visio, Instructor-led Training, Technical Writing
Education
Appalachian State University 1982 — 1986
BS, Mathematics, Physics, Education
Leigha Smith Leigha Smith's Wachovia, A Wells Fargo Company Experience 1989 - 2011
Job Community Bank President at Wells Fargo
Industry Banking
Experience
Wells Fargo 1988 - Present
Wachovia, A Wells Fargo Company 1989 - 2011
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Cross Selling, Financial Analysis, Loans, Mortgage Banking, Mortgage Lending, Portfolio Management, Relationship Management, Retail Banking, Small Business Lending, Underwriting
Education
Appalachian State University 1987 — 1991
Bachelor of Science (B.S.), Marketing
Wells Fargo 1988 - Present
Wachovia, A Wells Fargo Company 1989 - 2011
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Cross Selling, Financial Analysis, Loans, Mortgage Banking, Mortgage Lending, Portfolio Management, Relationship Management, Retail Banking, Small Business Lending, Underwriting
Education
Appalachian State University 1987 — 1991
Bachelor of Science (B.S.), Marketing
Brock Norris Brock Norris's Wachovia, A Wells Fargo Company Experience June 2009 - April 2011
Job Broker/Realtor at Helen Adams Realty
Industry Real Estate
Experience
Helen Adams Realty February 2012 - Present
Traveller Trading Co. April 2010 - Present
Charlotte Rugby Club, Inc. July 2009 - June 2011
Wachovia, A Wells Fargo Company June 2009 - April 2011
Evergreen Investments May 2008 - May 2009
Wachovia, A Wells Fargo Company August 2007 - May 2008
Quantum Marketing 2007 - 2007
Skills
Real Estate, Marketing, Selling, Contract Negotiation, Sales, Public Relations, Negotiation, Event Management, Account Management, Management, Marketing Strategy, Social Media Marketing
Education
Appalachian State University 2002 — 2006
BSBA, Marketing and International Business
Helen Adams Realty February 2012 - Present
Traveller Trading Co. April 2010 - Present
Charlotte Rugby Club, Inc. July 2009 - June 2011
Wachovia, A Wells Fargo Company June 2009 - April 2011
Evergreen Investments May 2008 - May 2009
Wachovia, A Wells Fargo Company August 2007 - May 2008
Quantum Marketing 2007 - 2007
Skills
Real Estate, Marketing, Selling, Contract Negotiation, Sales, Public Relations, Negotiation, Event Management, Account Management, Management, Marketing Strategy, Social Media Marketing
Education
Appalachian State University 2002 — 2006
BSBA, Marketing and International Business
Brandon Long Brandon Long's Wachovia, A Wells Fargo Company Experience February 2004 - May 2007
Job Senior Enterprise Risk Analyst at Ally Financial Inc.
Industry Investment Banking
Experience
Ally Financial Inc. October 2014 - Present
Bank of America August 2010 - September 2014
Wells Fargo June 2007 - July 2010
Wachovia, A Wells Fargo Company February 2004 - May 2007
Wachovia, A Wells Fargo Company January 2004 - January 2004
Wachovia Bank December 2003 - December 2003
Skills
Risk Management, Business Intelligence, Troubleshooting, Business Process..., Management, Leadership, Project Management, Portfolio Management, Banking, Financial Services, Credit, Financial Risk, Business Analysis, Financial Analysis, Finance
Education
Appalachian State University 1999 — 2003
Bachelor of Science, Business Administration in Information Systems
Ally Financial Inc. October 2014 - Present
Bank of America August 2010 - September 2014
Wells Fargo June 2007 - July 2010
Wachovia, A Wells Fargo Company February 2004 - May 2007
Wachovia, A Wells Fargo Company January 2004 - January 2004
Wachovia Bank December 2003 - December 2003
Skills
Risk Management, Business Intelligence, Troubleshooting, Business Process..., Management, Leadership, Project Management, Portfolio Management, Banking, Financial Services, Credit, Financial Risk, Business Analysis, Financial Analysis, Finance
Education
Appalachian State University 1999 — 2003
Bachelor of Science, Business Administration in Information Systems
Nanci Snell Nanci Snell's Wachovia, A Wells Fargo Company Experience 2004 - 2008
Job Private Banking Business Manager at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Bank June 1996 - Present
Wachovia, A Wells Fargo Company 2004 - 2008
Wachovia, A Wells Fargo Company 2004 - 2008
Skills
Banking, Strategy, Credit, Loans, Mortgage Lending, Financial Analysis, Portfolio Management, Risk Management, Financial Services, Wealth Management, Retail Banking, Commercial Banking, Credit Analysis, Commercial Lending, Relationship Management, Investments, Management, Business Analysis
Education
Appalachian State University 1990 — 1994
Bachelor of Science (BS), Finance, General
Wells Fargo Bank June 1996 - Present
Wachovia, A Wells Fargo Company 2004 - 2008
Wachovia, A Wells Fargo Company 2004 - 2008
Skills
Banking, Strategy, Credit, Loans, Mortgage Lending, Financial Analysis, Portfolio Management, Risk Management, Financial Services, Wealth Management, Retail Banking, Commercial Banking, Credit Analysis, Commercial Lending, Relationship Management, Investments, Management, Business Analysis
Education
Appalachian State University 1990 — 1994
Bachelor of Science (BS), Finance, General
Dyana M Licenziato Dyana M Licenziato's Wachovia, A Wells Fargo Company Experience January 2008 - November 2009
Job Sr Transaction Monitoring Governance Analyst/AVP
Industry Banking
Experience
TD March 2013 - Present
TD November 2012 - March 2013
TD Bank Group November 2011 - November 2012
The Mergis Group for Wells Fargo February 2011 - November 2011
The Mergis Group for Wells Fargo March 2010 - August 2010
Wachovia, A Wells Fargo Company January 2008 - November 2009
Wachovia, A Wells Fargo Company January 2009 - April 2009
Skills
AML, Policy, CIP, Credit, Credit Risk, Compliance, Six Sigma, Process Improvement, Analytics, Statistical Reporting, Bank Secrecy Act, USA PATRIOT Act, Fraud, Risk Management, Financial Risk, Training, Banking, OFAC, KYC, Financial Services, Anti Money Laundering, Credit Analysis, Risk Analysis, Finance, Financial Institutions, Risk Assessment, Operational Risk..., Governance, Operational Risk, Transaction Processing, Due Diligence, Sanction, CAMS, Financial Regulation, Retail Banking
Education
Arizona State University
Bachelor’s Degree, Geography
Rowan-Cabarrus Community College
Associate’s Degree, Art/Art Studies, General
Lean Six Sigma
White and Yellow Belt Certification
Lean Six Sigma
Green Belt Courses
Southeastern Institute 2010 — 2010
Certificate, Massage Therapy
Belmont Abbey College 2004 — 2005
Some College, Political Science
HS
TD March 2013 - Present
TD November 2012 - March 2013
TD Bank Group November 2011 - November 2012
The Mergis Group for Wells Fargo February 2011 - November 2011
The Mergis Group for Wells Fargo March 2010 - August 2010
Wachovia, A Wells Fargo Company January 2008 - November 2009
Wachovia, A Wells Fargo Company January 2009 - April 2009
Skills
AML, Policy, CIP, Credit, Credit Risk, Compliance, Six Sigma, Process Improvement, Analytics, Statistical Reporting, Bank Secrecy Act, USA PATRIOT Act, Fraud, Risk Management, Financial Risk, Training, Banking, OFAC, KYC, Financial Services, Anti Money Laundering, Credit Analysis, Risk Analysis, Finance, Financial Institutions, Risk Assessment, Operational Risk..., Governance, Operational Risk, Transaction Processing, Due Diligence, Sanction, CAMS, Financial Regulation, Retail Banking
Education
Arizona State University
Bachelor’s Degree, Geography
Rowan-Cabarrus Community College
Associate’s Degree, Art/Art Studies, General
Lean Six Sigma
White and Yellow Belt Certification
Lean Six Sigma
Green Belt Courses
Southeastern Institute 2010 — 2010
Certificate, Massage Therapy
Belmont Abbey College 2004 — 2005
Some College, Political Science
HS
Phillip Bracken Phillip Bracken's Wachovia, A Wells Fargo Company Experience July 1999 - July 2007
Job Database Architect at Citco Fund Services
Industry Information Technology and Services
Experience
Citco Fund Services February 2015 - Present
Cisco Systems June 2012 - February 2015
Oracle Corporation July 2007 - June 2012
Wachovia, A Wells Fargo Company July 1999 - July 2007
Skills
Data Architecture, Data Warehouse..., Database Design, Database Administration, Oracle RAC, Exadata, Data Modeling, Performance Tuning, ETL, OBIEE, Databases, PL/SQL, Oracle, Business Intelligence, SQL Tuning, Data Warehousing
Education
Appalachian State University 1982 — 1986
BS, Computer Science
Citco Fund Services February 2015 - Present
Cisco Systems June 2012 - February 2015
Oracle Corporation July 2007 - June 2012
Wachovia, A Wells Fargo Company July 1999 - July 2007
Skills
Data Architecture, Data Warehouse..., Database Design, Database Administration, Oracle RAC, Exadata, Data Modeling, Performance Tuning, ETL, OBIEE, Databases, PL/SQL, Oracle, Business Intelligence, SQL Tuning, Data Warehousing
Education
Appalachian State University 1982 — 1986
BS, Computer Science
Marshall Kirk Marshall Kirk's Wachovia, A Wells Fargo Company Experience August 2009 - March 2010
Job Senior Systems Analyst EDI at Belk
Industry Information Technology and Services
Experience
Belk October 2014 - Present
Wells Fargo Advisors October 2013 - October 2014
LPL Financial January 2013 - August 2014
Bank of America (Consultant) June 2012 - December 2012
Ally Financial - (Consultant) May 2010 - May 2012
Wachovia, A Wells Fargo Company August 2009 - March 2010
Belk April 2000 - March 2009
Belk April 1996 - April 2000
Belk April 1992 - April 1996
Skills
Business Analysis, SQL, Retail, Technical Analysis, SDLC, Visio, Requirements Analysis, Integration, Requirements Gathering, DB2, SharePoint, COBOL
Education
Appalachian State University 1978 — 1984
BSBA, Information Technology, Business Management
Belk October 2014 - Present
Wells Fargo Advisors October 2013 - October 2014
LPL Financial January 2013 - August 2014
Bank of America (Consultant) June 2012 - December 2012
Ally Financial - (Consultant) May 2010 - May 2012
Wachovia, A Wells Fargo Company August 2009 - March 2010
Belk April 2000 - March 2009
Belk April 1996 - April 2000
Belk April 1992 - April 1996
Skills
Business Analysis, SQL, Retail, Technical Analysis, SDLC, Visio, Requirements Analysis, Integration, Requirements Gathering, DB2, SharePoint, COBOL
Education
Appalachian State University 1978 — 1984
BSBA, Information Technology, Business Management
Kelly Young Kelly Young's Wachovia, A Wells Fargo Company Experience June 2000 - March 2003
Job
Industry Investment Management
Experience
Ares Management December 2012 - Present
Ares Management January 2007 - December 2012
Ares Management September 2003 - January 2007
Wachovia, A Wells Fargo Company June 2000 - March 2003
Skills
Alternative Investments, Equities, Financial Modeling, Private Equity, Bloomberg, Fixed Income, Event Planning, Investments, Asset Managment, Asset Management, Hedge Funds, Valuation
Education
Arizona State University - W. P. Carey School of Business 1996 — 2000
BS, Marketing/ International Business
Richmond, The American International University in London 1998 — 1998
Business
Ares Management December 2012 - Present
Ares Management January 2007 - December 2012
Ares Management September 2003 - January 2007
Wachovia, A Wells Fargo Company June 2000 - March 2003
Skills
Alternative Investments, Equities, Financial Modeling, Private Equity, Bloomberg, Fixed Income, Event Planning, Investments, Asset Managment, Asset Management, Hedge Funds, Valuation
Education
Arizona State University - W. P. Carey School of Business 1996 — 2000
BS, Marketing/ International Business
Richmond, The American International University in London 1998 — 1998
Business
Crystal Huber's Wachovia, A Wells Fargo Company Experience 2000 - 2006
Job Sr. Business AnalystConsultant
Industry Information Technology and Services
Experience
Veredus Corporation December 2013 - Present
JP Morgan Chase November 2010 - December 2013
Bisk Education 2009 - 2010
Raymond James 2008 - 2009
JPMorgan Chase 2006 - 2008
Wachovia, A Wells Fargo Company 2000 - 2006
Bank of America 1998 - 2000
Alltel Information Services fka Systematics 1993 - 1999
First Citizens Bank 1990 - 1993
Skills
SharePoint, Business Analysis, Vendor Management, Visio, Marketing, Business Process..., SDLC, Process Improvement, CRM, Time Management, Requirements Analysis, Integration, Software Project..., Business Intelligence, Project Management, Management, Analysis, User Acceptance Testing, Software Documentation, Requirements Gathering, Consulting, SQL, Business Process, Leadership, Program Management, Awesomeness
Education
Arkansas State University 1990 — 1994
Chaparral Career College
Pikes Peak Community College
University of Arkansas at Little Rock
Veredus Corporation December 2013 - Present
JP Morgan Chase November 2010 - December 2013
Bisk Education 2009 - 2010
Raymond James 2008 - 2009
JPMorgan Chase 2006 - 2008
Wachovia, A Wells Fargo Company 2000 - 2006
Bank of America 1998 - 2000
Alltel Information Services fka Systematics 1993 - 1999
First Citizens Bank 1990 - 1993
Skills
SharePoint, Business Analysis, Vendor Management, Visio, Marketing, Business Process..., SDLC, Process Improvement, CRM, Time Management, Requirements Analysis, Integration, Software Project..., Business Intelligence, Project Management, Management, Analysis, User Acceptance Testing, Software Documentation, Requirements Gathering, Consulting, SQL, Business Process, Leadership, Program Management, Awesomeness
Education
Arkansas State University 1990 — 1994
Chaparral Career College
Pikes Peak Community College
University of Arkansas at Little Rock
Christopher Dinwiddie Christopher Dinwiddie's Wachovia, A Wells Fargo Company Experience June 1999 - October 2001
Job Credit Risk / Ops Risk Business Analyst Manager at Associated Bank
Industry Banking
Experience
Associated Bank July 2015 - Present
Associated Bank February 2013 - July 2015
BMO Financial Group November 2001 - November 2012
Wachovia, A Wells Fargo Company June 1999 - October 2001
Skills
Data Analysis, Data Manipulation, Financial Analysis, Financial Reporting, Financial Modeling, Cost Accounting, Microsoft Office, Microsoft Excel, Access, Microsoft SQL Server, Oracle SQL, Business Intelligence, Financial Information..., Loans, Deposits, Banking, Credit Risk, SSIS, Financial Risk, Commercial Banking, Accounting, Credit
Education
Marquette University 2003 — 2006
MBA, Finance
Appalachian State University 1994 — 1999
BSBA, Economics, Finance, Banking
Associated Bank July 2015 - Present
Associated Bank February 2013 - July 2015
BMO Financial Group November 2001 - November 2012
Wachovia, A Wells Fargo Company June 1999 - October 2001
Skills
Data Analysis, Data Manipulation, Financial Analysis, Financial Reporting, Financial Modeling, Cost Accounting, Microsoft Office, Microsoft Excel, Access, Microsoft SQL Server, Oracle SQL, Business Intelligence, Financial Information..., Loans, Deposits, Banking, Credit Risk, SSIS, Financial Risk, Commercial Banking, Accounting, Credit
Education
Marquette University 2003 — 2006
MBA, Finance
Appalachian State University 1994 — 1999
BSBA, Economics, Finance, Banking
Joshua Wilburn Joshua Wilburn's Wachovia, A Wells Fargo Company Experience August 2004 - December 2006
Job Insurance Risk Management at Duke Energy Corporation
Industry Insurance
Experience
Duke Energy Corporation September 2014 - Present
Bank of America May 2011 - August 2014
Nationwide Insurance January 2007 - August 2010
Wachovia, A Wells Fargo Company August 2004 - December 2006
Skills
Risk Management, Insurance, Property & Casualty..., Financial Risk, Access, Account Management, Analysis, Banking, Brokers, Budgets, Business Analysis, CRM, Claim, Construction, Commercial Insurance
Education
Appalachian State University 2002 — 2006
Undergraduate, Double Major - Insurance Risk Management / Finance and Banking
Charlotte Christian School 1995 — 2002
Duke Energy Corporation September 2014 - Present
Bank of America May 2011 - August 2014
Nationwide Insurance January 2007 - August 2010
Wachovia, A Wells Fargo Company August 2004 - December 2006
Skills
Risk Management, Insurance, Property & Casualty..., Financial Risk, Access, Account Management, Analysis, Banking, Brokers, Budgets, Business Analysis, CRM, Claim, Construction, Commercial Insurance
Education
Appalachian State University 2002 — 2006
Undergraduate, Double Major - Insurance Risk Management / Finance and Banking
Charlotte Christian School 1995 — 2002
Jeannine Rodgers Jeannine Rodgers's Wachovia, A Wells Fargo Company Experience October 2007 - March 2010
Job Operations Analyst at Western Union
Industry Legal Services
Experience
Western Union July 2014 - Present
Various Law Firms January 2012 - Present
Archer Bay PA formerly known as Lynch & Robbins January 2012 - June 2014
Wells Fargo January 2011 - December 2011
Wells Fargo November 2007 - April 2010
Wachovia, A Wells Fargo Company October 2007 - March 2010
Wachovia 2007 - 2010
World Savings September 1996 - October 2007
World Savings May 1986 - September 1995
Skills
Notary Public, Legal Research, Banking, Legal Assistance, Analysis, Office Management, Risk Management, Private Investigations, Fraud, Litigation, Training, Investigation, Litigation Support, Enforcement, Document Review, Legal Writing, Leadership, Interviews, Trials, Lexis, Pleadings, Bankruptcy, Criminal Law, Courts
Education
Holmes College 2011 — 2011
Paralegal
Arapahoe Community College
Business Managment, Business
Colorado State University
Interior Design
University of California, Santa Cruz
Psychology
Western Union July 2014 - Present
Various Law Firms January 2012 - Present
Archer Bay PA formerly known as Lynch & Robbins January 2012 - June 2014
Wells Fargo January 2011 - December 2011
Wells Fargo November 2007 - April 2010
Wachovia, A Wells Fargo Company October 2007 - March 2010
Wachovia 2007 - 2010
World Savings September 1996 - October 2007
World Savings May 1986 - September 1995
Skills
Notary Public, Legal Research, Banking, Legal Assistance, Analysis, Office Management, Risk Management, Private Investigations, Fraud, Litigation, Training, Investigation, Litigation Support, Enforcement, Document Review, Legal Writing, Leadership, Interviews, Trials, Lexis, Pleadings, Bankruptcy, Criminal Law, Courts
Education
Holmes College 2011 — 2011
Paralegal
Arapahoe Community College
Business Managment, Business
Colorado State University
Interior Design
University of California, Santa Cruz
Psychology
Vance O'Brien Vance O'Brien's Wachovia, A Wells Fargo Company Experience June 1997 - May 2010
Job Digital Business Consultant at Lincoln Financial Group
Industry Information Technology and Services
Experience
Wells Fargo June 2010 - November 2010
Wachovia, A Wells Fargo Company June 1997 - May 2010
USA TODAY 1990 - 1995
Skills
XP, Outlook, SharePoint, Lotus Notes, Computer Hardware, Training, Microsoft Excel, HTML, Software Documentation, Windows 7, Process Improvement, CMS, Team Leadership, Microsoft Office, Problem Solving, SDLC, Requirements Gathering, Vendor Management, Project Management, Data Analysis, Active Directory, Technical Writing, SQL, Customer Service, MS Project, Windows Server, Troubleshooting, Access, Microsoft SQL Server, System Administration, Analysis, Windows, Business Analysis, Technical Support, Information Technology, Visio, FrontPage
Education
Appalachian State University 1980 — 1985
Bachelor of Science in Business Administration, Major: Information Systems, Information Systems
Wells Fargo June 2010 - November 2010
Wachovia, A Wells Fargo Company June 1997 - May 2010
USA TODAY 1990 - 1995
Skills
XP, Outlook, SharePoint, Lotus Notes, Computer Hardware, Training, Microsoft Excel, HTML, Software Documentation, Windows 7, Process Improvement, CMS, Team Leadership, Microsoft Office, Problem Solving, SDLC, Requirements Gathering, Vendor Management, Project Management, Data Analysis, Active Directory, Technical Writing, SQL, Customer Service, MS Project, Windows Server, Troubleshooting, Access, Microsoft SQL Server, System Administration, Analysis, Windows, Business Analysis, Technical Support, Information Technology, Visio, FrontPage
Education
Appalachian State University 1980 — 1985
Bachelor of Science in Business Administration, Major: Information Systems, Information Systems
Sara Fini Sara Fini's Wachovia, A Wells Fargo Company Experience October 2006 - June 2008
Job Sales Operations Analyst
Industry Marketing and Advertising
Experience
Stryker Sustainability Solutions May 2012 - Present
Stryker Sustainability Solutions May 2011 - May 2012
HoMedics May 2010 - August 2010
Thunderbird School of Global Management January 2009 - August 2010
Wachovia, A Wells Fargo Company October 2006 - June 2008
University of Phoenix July 2005 - July 2006
Skills
Strategic Planning, Product Development, Team Building, Business Analysis, Marketing, Customer Service, Strategy, Business Intelligence, Pricing, Cross-functional Team..., Management Consulting, Strategic Partnerships, Competitive Analysis, Supply Chain Management, Business Strategy, Sales, Integrated Marketing, Brand Management, Analysis, Sales Operations, Business Development, Market Analysis, Market Research
Education
Thunderbird School of Global Management 2009 — 2010
MBA, Marketing
Arizona State University, W. P. Carey School of Business 2001 — 2004
Bachelor of Science, International Management
Pooyesh
primary school
Stryker Sustainability Solutions May 2012 - Present
Stryker Sustainability Solutions May 2011 - May 2012
HoMedics May 2010 - August 2010
Thunderbird School of Global Management January 2009 - August 2010
Wachovia, A Wells Fargo Company October 2006 - June 2008
University of Phoenix July 2005 - July 2006
Skills
Strategic Planning, Product Development, Team Building, Business Analysis, Marketing, Customer Service, Strategy, Business Intelligence, Pricing, Cross-functional Team..., Management Consulting, Strategic Partnerships, Competitive Analysis, Supply Chain Management, Business Strategy, Sales, Integrated Marketing, Brand Management, Analysis, Sales Operations, Business Development, Market Analysis, Market Research
Education
Thunderbird School of Global Management 2009 — 2010
MBA, Marketing
Arizona State University, W. P. Carey School of Business 2001 — 2004
Bachelor of Science, International Management
Pooyesh
primary school
Rada Oakley Rada Oakley's Wachovia, A Wells Fargo Company Experience January 2007 - Present
Job Senior SA Engineer at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company January 2007 - Present
Lowe's 2001 - 2007
Lowe's Companies Inc 2001 - 2007
Appalachian State University 1999 - 2001
Skills
AIX, Disaster Recovery, Solaris, SDLC, System Administration, Visio, Unix, Troubleshooting, Unix Shell Scripting, VMware
Education
Appalachian State University 1996 — 2001
BS, Computer Science
Wachovia, A Wells Fargo Company January 2007 - Present
Lowe's 2001 - 2007
Lowe's Companies Inc 2001 - 2007
Appalachian State University 1999 - 2001
Skills
AIX, Disaster Recovery, Solaris, SDLC, System Administration, Visio, Unix, Troubleshooting, Unix Shell Scripting, VMware
Education
Appalachian State University 1996 — 2001
BS, Computer Science
Christopher Tucker Christopher Tucker's Wachovia, A Wells Fargo Company Experience February 2006 - November 2006
Job Senior Business Development Manager at Pactera US
Industry Staffing and Recruiting
Experience
Pactera US 2013 - Present
Adecco, Modis July 2011 - November 2013
The Analytics Factory May 2010 - July 2011
LPL Financial January 2007 - May 2010
Bank of America November 2006 - January 2007
Wachovia, A Wells Fargo Company February 2006 - November 2006
Skills
Recruiting, Sourcing, Business Development, Contract Recruitment, Relationship Management, Outsourcing, Rightshore, Best Practices, IT Outsourcing, Onshore, Offshoring, Managed Consulting, Managed Services, Talent Acquisition, Human Resources, Technical Recruiting, Interviews, Strategy, Networking, Consulting, Account Management, Cold Calling, Internet Recruiting, Team Building, Leadership, Onboarding, Negotiation, Sales Operations, Performance Management, Management, Temporary Staffing, Vendor Management, Applicant Tracking..., Staffing Services, Sales, Sales Management, CRM, IT Recruitment, Benefits Negotiation, Temporary Placement, College Recruiting, Talent Management, New Business Development, Marketing, Executive Search, Screening Resumes, Staff Augmentation, Screening, Building Relationships, Recruitment Advertising
Education
Appalachian State University 1993 — 1995
Bachelor of Science, Communications
Pactera US 2013 - Present
Adecco, Modis July 2011 - November 2013
The Analytics Factory May 2010 - July 2011
LPL Financial January 2007 - May 2010
Bank of America November 2006 - January 2007
Wachovia, A Wells Fargo Company February 2006 - November 2006
Skills
Recruiting, Sourcing, Business Development, Contract Recruitment, Relationship Management, Outsourcing, Rightshore, Best Practices, IT Outsourcing, Onshore, Offshoring, Managed Consulting, Managed Services, Talent Acquisition, Human Resources, Technical Recruiting, Interviews, Strategy, Networking, Consulting, Account Management, Cold Calling, Internet Recruiting, Team Building, Leadership, Onboarding, Negotiation, Sales Operations, Performance Management, Management, Temporary Staffing, Vendor Management, Applicant Tracking..., Staffing Services, Sales, Sales Management, CRM, IT Recruitment, Benefits Negotiation, Temporary Placement, College Recruiting, Talent Management, New Business Development, Marketing, Executive Search, Screening Resumes, Staff Augmentation, Screening, Building Relationships, Recruitment Advertising
Education
Appalachian State University 1993 — 1995
Bachelor of Science, Communications
Chris Harkey Chris Harkey's Wachovia, A Wells Fargo Company Experience August 2005 - February 2008
Job Inside Sales at Charter Communications
Industry Marketing and Advertising
Experience
Charter Communications February 2015 - Present
Red Ventures May 2013 - January 2015
Red Ventures September 2012 - May 2013
Master Media Communications April 2012 - September 2012
MetLife December 2010 - April 2012
AIG February 2008 - December 2010
Wachovia, A Wells Fargo Company August 2005 - February 2008
Skills
Leadership, Insurance, Customer Service, Sales, Public Speaking, Financial Services, Small Business, Life Insurance, Employee Benefits, Retirement, Investments, Securities, Process Improvement, Coaching, Financial Analysis, Sales Management, Marketing, Research, Telecommunications, Energy, Security, Employee Training, Sales Prospecting, Operational Compliance, Partner Development, Market Analysis, Lead Generation
Education
Central Carolina Technical College 2014 — 2016
Associate’s Degree, Environmental Engineering Technology/Environmental Technology
Asbury University 2001 — 2005
B.A., Communications
Charter Communications February 2015 - Present
Red Ventures May 2013 - January 2015
Red Ventures September 2012 - May 2013
Master Media Communications April 2012 - September 2012
MetLife December 2010 - April 2012
AIG February 2008 - December 2010
Wachovia, A Wells Fargo Company August 2005 - February 2008
Skills
Leadership, Insurance, Customer Service, Sales, Public Speaking, Financial Services, Small Business, Life Insurance, Employee Benefits, Retirement, Investments, Securities, Process Improvement, Coaching, Financial Analysis, Sales Management, Marketing, Research, Telecommunications, Energy, Security, Employee Training, Sales Prospecting, Operational Compliance, Partner Development, Market Analysis, Lead Generation
Education
Central Carolina Technical College 2014 — 2016
Associate’s Degree, Environmental Engineering Technology/Environmental Technology
Asbury University 2001 — 2005
B.A., Communications
Kirk Siebenaler Kirk Siebenaler's Wachovia, A Wells Fargo Company Experience January 2006 - June 2014
Job Financial Advisor at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors June 2014 - Present
Wachovia, A Wells Fargo Company January 2006 - June 2014
Education
Appalachian State University 2001 — 2004
BSBA Marketing
Wells Fargo Advisors June 2014 - Present
Wachovia, A Wells Fargo Company January 2006 - June 2014
Education
Appalachian State University 2001 — 2004
BSBA Marketing
Joshua Nielsen's Wachovia, A Wells Fargo Company Experience October 2002 - Present
Job Store manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank January 2013 - Present
Wachovia, A Wells Fargo Company October 2002 - Present
US Navy Reserve July 1998 - Present
PSS 1999 - 2001
Skills
Consumer Lending, Cross Selling, Retail Banking, Branch Management, Lines Of Credit, Banking, Deposits, Commercial Banking, Loans, Credit, Cross-functional Team..., Business Coaching, New Hires, New Hire Training, Microsoft Office, Microsoft Word, Microsoft Excel, Credit Cards, Financial Services, Sales, Team Building, Coaching, Customer Experience, Training, Customer Service, Retail, Relationship Management, Risk Management, Military, Cash Management, Business Relationship...
Education
Arizona State University 2003 — 2009
Bachelor of Applied Science (B.A.Sc.), School of global business and leadership w/ emphasis in marketing
Wells Fargo Bank January 2013 - Present
Wachovia, A Wells Fargo Company October 2002 - Present
US Navy Reserve July 1998 - Present
PSS 1999 - 2001
Skills
Consumer Lending, Cross Selling, Retail Banking, Branch Management, Lines Of Credit, Banking, Deposits, Commercial Banking, Loans, Credit, Cross-functional Team..., Business Coaching, New Hires, New Hire Training, Microsoft Office, Microsoft Word, Microsoft Excel, Credit Cards, Financial Services, Sales, Team Building, Coaching, Customer Experience, Training, Customer Service, Retail, Relationship Management, Risk Management, Military, Cash Management, Business Relationship...
Education
Arizona State University 2003 — 2009
Bachelor of Applied Science (B.A.Sc.), School of global business and leadership w/ emphasis in marketing
Christina Garrou-Prescott's Wachovia, A Wells Fargo Company Experience 2008 - 2009
Job Store Manager
Industry Apparel & Fashion
Experience
White House Black Market August 2014 - Present
Carter's OshKosh B'gosh April 2014 - August 2014
Carter's OshKosh B'gosh November 2011 - March 2014
Carter's OshKosh B'gosh April 2011 - November 2011
Ashleigh's Fine Paper 2009 - 2010
Wachovia, A Wells Fargo Company 2008 - 2009
Bath & Body Works 2006 - 2008
Bath and Body Works 2002 - 2008
Skills
Coaching, Training, Customer Service, Sales, Retail, Inventory Management, Loss Prevention, Visual Merchandising, Sales Management, Team Building, Store Management, Retail Sales, Associate Development, Driving Results, Leadership, Profit
Education
Appalachian State University 2003 — 2007
BSBA, Hospitality and Tourism Management
White House Black Market August 2014 - Present
Carter's OshKosh B'gosh April 2014 - August 2014
Carter's OshKosh B'gosh November 2011 - March 2014
Carter's OshKosh B'gosh April 2011 - November 2011
Ashleigh's Fine Paper 2009 - 2010
Wachovia, A Wells Fargo Company 2008 - 2009
Bath & Body Works 2006 - 2008
Bath and Body Works 2002 - 2008
Skills
Coaching, Training, Customer Service, Sales, Retail, Inventory Management, Loss Prevention, Visual Merchandising, Sales Management, Team Building, Store Management, Retail Sales, Associate Development, Driving Results, Leadership, Profit
Education
Appalachian State University 2003 — 2007
BSBA, Hospitality and Tourism Management
Charles Coley Charles Coley's Wachovia, A Wells Fargo Company Experience June 1998 - September 2011
Job Systems Analyst
Industry Information Technology and Services
Experience
Wachovia, A Wells Fargo Company June 1998 - September 2011
Alcan January 1996 - December 1996
STERIS Corporation August 1992 - December 1995
Variety Wholesalers August 1988 - August 1990
Education
Appalachian State University 1990 — 1992
MBA, Computer Information Systems, Finance
University of North Carolina at Chapel Hill 1984 — 1986
BA, Communications, Psychology
UNC Wilmington 1982 — 1984
Southwestern Community College
Entrepreneurship
Wachovia, A Wells Fargo Company June 1998 - September 2011
Alcan January 1996 - December 1996
STERIS Corporation August 1992 - December 1995
Variety Wholesalers August 1988 - August 1990
Education
Appalachian State University 1990 — 1992
MBA, Computer Information Systems, Finance
University of North Carolina at Chapel Hill 1984 — 1986
BA, Communications, Psychology
UNC Wilmington 1982 — 1984
Southwestern Community College
Entrepreneurship
Kathia Jean-Jacques's Wachovia, A Wells Fargo Company Experience October 2009 - December 2010
Job MBA Experienced Professional
Industry Financial Services
Experience
Randstad USA July 2015 - Present
Dawn Career Institute August 2014 - July 2015
Capital One October 2012 - October 2014
Wachovia, A Wells Fargo Company October 2009 - December 2010
Wachovia/Wells Fargo & Co. September 2007 - September 2009
Skills
Communication and..., Written Correspondence, General Office Skills, Customer Service, Preparation Of Reports, Computer Savvy, Supervisory Skills, Analytics, Timely Decision Making, Organizational..., Negotiation, Professional..., Project Planning, Management, Sales, Program Management, Strategic Planning, Loss Mitigation, Banking, Mortgage Underwriting, Coordinating Events, Team Building, Marketing, Mortgage Servicing, Budgets, Mortgage Lending, Event Planning, Marketing Communications, Credit, Finance, Public Speaking
Education
Arcadia University 2011 — 2013
Master of Business Administration (M.B.A.), Finance
Philadelphia University 2007 — 2008
Pre-MBA, Business
Randstad USA July 2015 - Present
Dawn Career Institute August 2014 - July 2015
Capital One October 2012 - October 2014
Wachovia, A Wells Fargo Company October 2009 - December 2010
Wachovia/Wells Fargo & Co. September 2007 - September 2009
Skills
Communication and..., Written Correspondence, General Office Skills, Customer Service, Preparation Of Reports, Computer Savvy, Supervisory Skills, Analytics, Timely Decision Making, Organizational..., Negotiation, Professional..., Project Planning, Management, Sales, Program Management, Strategic Planning, Loss Mitigation, Banking, Mortgage Underwriting, Coordinating Events, Team Building, Marketing, Mortgage Servicing, Budgets, Mortgage Lending, Event Planning, Marketing Communications, Credit, Finance, Public Speaking
Education
Arcadia University 2011 — 2013
Master of Business Administration (M.B.A.), Finance
Philadelphia University 2007 — 2008
Pre-MBA, Business
Michael C. Ebbs's Wachovia, A Wells Fargo Company Experience 2000 - November 2003
Job Vice President (Business Initiative Consultant) at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2012 - Present
Wells Fargo November 2010 - March 2012
Aerotek August 2009 - November 2010
SpringCM January 2009 - March 2009
United Way of Metropolitan Chicago May 2008 - July 2008
Fifth Third Bank July 2005 - March 2008
Wachovia Bank November 2003 - July 2005
Wachovia October 2000 - November 2003
Wachovia, A Wells Fargo Company 2000 - November 2003
Bank of America 1998 - 2000
Skills
Program Management, Project Management, Salesforce.com, Command Center, Process Improvement, Cash Management, Payments, Receivables, Change Management, Management, Product Development, Requirements Analysis, Requirements Gathering, Business Analysis, Product Management, Business Process, CRM, Cross-functional Team..., Risk Management, Leadership
Education
Appalachian State University
Bachelor of Science
North Carolina State University
Asheville High School
Wells Fargo March 2012 - Present
Wells Fargo November 2010 - March 2012
Aerotek August 2009 - November 2010
SpringCM January 2009 - March 2009
United Way of Metropolitan Chicago May 2008 - July 2008
Fifth Third Bank July 2005 - March 2008
Wachovia Bank November 2003 - July 2005
Wachovia October 2000 - November 2003
Wachovia, A Wells Fargo Company 2000 - November 2003
Bank of America 1998 - 2000
Skills
Program Management, Project Management, Salesforce.com, Command Center, Process Improvement, Cash Management, Payments, Receivables, Change Management, Management, Product Development, Requirements Analysis, Requirements Gathering, Business Analysis, Product Management, Business Process, CRM, Cross-functional Team..., Risk Management, Leadership
Education
Appalachian State University
Bachelor of Science
North Carolina State University
Asheville High School
Jennifer Oswalt's Wachovia, A Wells Fargo Company Experience January 2011 - May 2012
Job Loan Administration Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2014 - Present
Wells Fargo May 2012 - Present
Wachovia, A Wells Fargo Company January 2011 - May 2012
Wachovia, A Wells Fargo Company June 2010 - January 2011
Wells Fargo July 2007 - June 2010
Wells Fargo August 2006 - June 2007
Wells Fargo February 2005 - June 2006
Skills
Loans, Retail Banking, Banking, Customer Service, Consumer Lending, Credit, Small Business Lending, Lines Of Credit, Sales, Coaching, Cross Selling, Commercial Banking, Management, Sales Operations, Regulatory Compliance, Quality Assurance, Finance, Leadership
Education
Appalachian State University 2000 — 2004
BA, English, Creative Writing/Psychology/Sociology, 3.8
The Fayetteville Academy 1996 — 2000
High School Diploma, General Studies
Wells Fargo August 2014 - Present
Wells Fargo May 2012 - Present
Wachovia, A Wells Fargo Company January 2011 - May 2012
Wachovia, A Wells Fargo Company June 2010 - January 2011
Wells Fargo July 2007 - June 2010
Wells Fargo August 2006 - June 2007
Wells Fargo February 2005 - June 2006
Skills
Loans, Retail Banking, Banking, Customer Service, Consumer Lending, Credit, Small Business Lending, Lines Of Credit, Sales, Coaching, Cross Selling, Commercial Banking, Management, Sales Operations, Regulatory Compliance, Quality Assurance, Finance, Leadership
Education
Appalachian State University 2000 — 2004
BA, English, Creative Writing/Psychology/Sociology, 3.8
The Fayetteville Academy 1996 — 2000
High School Diploma, General Studies
Hayden Harrelson's Wachovia, A Wells Fargo Company Experience May 2010 - November 2011
Job Agent at Nationwide Insurance
Industry Insurance
Experience
Seagroves Insurance Agency May 2011 - Present
Wachovia, A Wells Fargo Company May 2010 - November 2011
Dr. Elton H. Brown III O.D. September 2009 - May 2010
Skills
Insurance, Underwriting, Umbrella Insurance, General Insurance, Property & Casualty..., Marketing, Customer Service
Education
Appalachian State University 2005 — 2009
BSBA Finance and Banking, BSba Risk Management and Insurance
Brunswick Academy 1998 — 2005
Seagroves Insurance Agency May 2011 - Present
Wachovia, A Wells Fargo Company May 2010 - November 2011
Dr. Elton H. Brown III O.D. September 2009 - May 2010
Skills
Insurance, Underwriting, Umbrella Insurance, General Insurance, Property & Casualty..., Marketing, Customer Service
Education
Appalachian State University 2005 — 2009
BSBA Finance and Banking, BSba Risk Management and Insurance
Brunswick Academy 1998 — 2005
Matthew Calico's Wachovia, A Wells Fargo Company Experience April 2010 - October 2010
Job Analyst at Brinson Benefits
Industry Insurance
Experience
Brinson Benefits, Inc. August 2015 - Present
Wells Fargo July 2011 - June 2013
Wells Fargo April 2011 - June 2011
Wells Fargo November 2010 - March 2011
Wachovia, A Wells Fargo Company April 2010 - October 2010
Citizens Commerce National Bank August 2008 - December 2009
Baptist Health Lexington 2003 - 2005
Skills
Economic Modeling, Intelligence Analysis, Energy Sector, Banking, Finance, Energy Modeling, Credit, Financial Analysis, Economics, Loans, Econometrics, Statistical Analysis, Statistics, Retail Banking, Microsoft Excel, Wealth Management, Portfolio Management, Investments, Commercial Lending, Mortgage Lending, Microsoft Word, PowerPoint, Leadership, Customer Service, Customer Relations, Teamwork, Microsoft Office, International Relations, Analysis
Education
Patterson School of Diplomacy and International Commerce 2013 — 2014
Master's Degree, International Commerce and Economics; Intelligence Analysis
University of Kentucky 2006 — 2009
BA, Economics
Asbury College 2003 — 2005
Brinson Benefits, Inc. August 2015 - Present
Wells Fargo July 2011 - June 2013
Wells Fargo April 2011 - June 2011
Wells Fargo November 2010 - March 2011
Wachovia, A Wells Fargo Company April 2010 - October 2010
Citizens Commerce National Bank August 2008 - December 2009
Baptist Health Lexington 2003 - 2005
Skills
Economic Modeling, Intelligence Analysis, Energy Sector, Banking, Finance, Energy Modeling, Credit, Financial Analysis, Economics, Loans, Econometrics, Statistical Analysis, Statistics, Retail Banking, Microsoft Excel, Wealth Management, Portfolio Management, Investments, Commercial Lending, Mortgage Lending, Microsoft Word, PowerPoint, Leadership, Customer Service, Customer Relations, Teamwork, Microsoft Office, International Relations, Analysis
Education
Patterson School of Diplomacy and International Commerce 2013 — 2014
Master's Degree, International Commerce and Economics; Intelligence Analysis
University of Kentucky 2006 — 2009
BA, Economics
Asbury College 2003 — 2005
Chris Hartman Chris Hartman's Wachovia, A Wells Fargo Company Experience 1990 - 2004
Job EVPDeposit Strategy at CNLBank
Industry Banking
Experience
CNLBank May 2005 - Present
Wachovia, A Wells Fargo Company 1990 - 2004
SunTrust Bank 1984 - 1990
Skills
Banking, Commercial Banking, Cash Management, Treasury Services, Loans, Treasury Management, Treasury, Commercial Lending, Strategy, Portfolio Management, Credit, Credit Analysis, Small Business Lending, Internet Banking, Strategic Sales..., Sales Management, Depository Services
Education
Aquinas College 1979 — 1983
Master’s Degree, Management
Hope College 1975 — 1979
Bachelor’s Degree, Business Adminstration & Economics
CNLBank May 2005 - Present
Wachovia, A Wells Fargo Company 1990 - 2004
SunTrust Bank 1984 - 1990
Skills
Banking, Commercial Banking, Cash Management, Treasury Services, Loans, Treasury Management, Treasury, Commercial Lending, Strategy, Portfolio Management, Credit, Credit Analysis, Small Business Lending, Internet Banking, Strategic Sales..., Sales Management, Depository Services
Education
Aquinas College 1979 — 1983
Master’s Degree, Management
Hope College 1975 — 1979
Bachelor’s Degree, Business Adminstration & Economics
Ryan Jennings, CAIA Ryan Jennings, CAIA's Wachovia, A Wells Fargo Company Experience March 2009 - May 2009
Job Portfolio Manager at CONCERT Wealth Management, Inc.
Industry Financial Services
Experience
CONCERT Wealth Management, Inc. June 2012 - Present
The Planning Group June 2009 - June 2012
Wachovia, A Wells Fargo Company March 2009 - May 2009
Thrivent Financial for Lutherans May 2007 - August 2007
BestMark, Inc. May 2005 - August 2005
Skills
Tactical Asset..., Alternative Investments, Portfolio Management, Managed Futures, Equities, Investments, Hedge Funds, Fixed Income, Financial Planning, Private Debt, Trend Following, Investment Modeling, Analytics
Education
Arizona State University, W. P. Carey School of Business 2005 — 2009
Bachelor of Science, Finance
Wayzata High School 2001 — 2005
Business Focus
CONCERT Wealth Management, Inc. June 2012 - Present
The Planning Group June 2009 - June 2012
Wachovia, A Wells Fargo Company March 2009 - May 2009
Thrivent Financial for Lutherans May 2007 - August 2007
BestMark, Inc. May 2005 - August 2005
Skills
Tactical Asset..., Alternative Investments, Portfolio Management, Managed Futures, Equities, Investments, Hedge Funds, Fixed Income, Financial Planning, Private Debt, Trend Following, Investment Modeling, Analytics
Education
Arizona State University, W. P. Carey School of Business 2005 — 2009
Bachelor of Science, Finance
Wayzata High School 2001 — 2005
Business Focus
Boyd Adair's Wachovia, A Wells Fargo Company Experience December 1996 - November 2007
Job Director of Acquisitions at Homechoice Investments, LLC
Industry Banking
Experience
Homechoice Investments, LLC March 2014 - Present
Invitation Homes, a Blackstone Company August 2012 - November 2013
RWC Consulting March 2009 - October 2011
ValGreen LLC November 2008 - March 2009
First National Bank of Santa Fe November 2007 - November 2008
Wachovia, A Wells Fargo Company December 1996 - November 2007
Bement & Company, P.C. December 1995 - August 1996
Skills
Financial Analysis, Finance, Leadership, Real Estate, Banking, Valuation, Process Improvement, Private Equity, Mortgage Lending, Accounting, Marketing, Sales, Underwriting, Mergers, Sustainability, Loan Origination, REO, Internal Controls, Due Diligence, Strategic Planning, Financial Modeling, Investments, Portfolio Management, Construction, Project Management, Budgets, Analysis, Asset Management, Team Building, Negotiation, Risk Management, Corporate Finance, Strategy, Business Development, Economics, Financial Reporting, Business Strategy, Real Estate Development, Contract Negotiation, Change Management, Loans, Financial Services, Management, Team Leadership, Auditing, Customer Service, Real Estate Economics
Education
Arizona State University - W. P. Carey School of Business 2000 — 2002
MBA, Business & Finance
Southern Utah University 1990 — 1995
BA, Business & Finance
Homechoice Investments, LLC March 2014 - Present
Invitation Homes, a Blackstone Company August 2012 - November 2013
RWC Consulting March 2009 - October 2011
ValGreen LLC November 2008 - March 2009
First National Bank of Santa Fe November 2007 - November 2008
Wachovia, A Wells Fargo Company December 1996 - November 2007
Bement & Company, P.C. December 1995 - August 1996
Skills
Financial Analysis, Finance, Leadership, Real Estate, Banking, Valuation, Process Improvement, Private Equity, Mortgage Lending, Accounting, Marketing, Sales, Underwriting, Mergers, Sustainability, Loan Origination, REO, Internal Controls, Due Diligence, Strategic Planning, Financial Modeling, Investments, Portfolio Management, Construction, Project Management, Budgets, Analysis, Asset Management, Team Building, Negotiation, Risk Management, Corporate Finance, Strategy, Business Development, Economics, Financial Reporting, Business Strategy, Real Estate Development, Contract Negotiation, Change Management, Loans, Financial Services, Management, Team Leadership, Auditing, Customer Service, Real Estate Economics
Education
Arizona State University - W. P. Carey School of Business 2000 — 2002
MBA, Business & Finance
Southern Utah University 1990 — 1995
BA, Business & Finance
Meredith Horner Meredith Horner's Wachovia, A Wells Fargo Company Experience February 2010 - February 2011
Job Marketing Manager at Fonville Morisey Barefoot
Industry Marketing and Advertising
Experience
Fonville Morisey Barefoot October 2012 - Present
Eastwood Homes May 2011 - September 2012
Wachovia, A Wells Fargo Company February 2010 - February 2011
Bank of America 2009 - February 2010
Newell Rubbermaid September 2007 - January 2009
PayStream Advisors December 2004 - August 2007
AAA Carolinas 2002 - 2004
Spot Marketing January 2002 - December 2002
Skills
Adobe Test & Target 1:1, Adobe Site Catalyst, Google Analytics, Google Adwords, Adobe Creative Suite, SharePoint, Marketing, Social Media Marketing, Product Marketing, Email Marketing, Salesforce.com, Advertising, Analytics, Blogging, Creative Direction, Digital Marketing, Direct Marketing, Integrated Marketing, Market Planning, Marketing Management, Marketing Strategy, Online Marketing, PPC, Product Management, Public Relations, Social Media, Start-ups
Education
Appalachian State University 1997 — 2001
Bachelor of Science in Business Administration, Marketing
Saint Mary's School, Raleigh NC 1995 — 1997
Fonville Morisey Barefoot October 2012 - Present
Eastwood Homes May 2011 - September 2012
Wachovia, A Wells Fargo Company February 2010 - February 2011
Bank of America 2009 - February 2010
Newell Rubbermaid September 2007 - January 2009
PayStream Advisors December 2004 - August 2007
AAA Carolinas 2002 - 2004
Spot Marketing January 2002 - December 2002
Skills
Adobe Test & Target 1:1, Adobe Site Catalyst, Google Analytics, Google Adwords, Adobe Creative Suite, SharePoint, Marketing, Social Media Marketing, Product Marketing, Email Marketing, Salesforce.com, Advertising, Analytics, Blogging, Creative Direction, Digital Marketing, Direct Marketing, Integrated Marketing, Market Planning, Marketing Management, Marketing Strategy, Online Marketing, PPC, Product Management, Public Relations, Social Media, Start-ups
Education
Appalachian State University 1997 — 2001
Bachelor of Science in Business Administration, Marketing
Saint Mary's School, Raleigh NC 1995 — 1997
Brian Driscoll Brian Driscoll's Wachovia, A Wells Fargo Company Experience January 2005 - November 2009
Job Director at Alvarez & Marsal
Industry Management Consulting
Experience
Alvarez & Marsal November 2009 - Present
Wachovia, A Wells Fargo Company January 2005 - November 2009
Wachovia, A Wells Fargo Company January 2004 - January 2005
Wachovia, A Wells Fargo Company January 1998 - January 2004
Skills
Securitization Analysis..., Commercial Loan Analysis, Residential Portfolio..., Database Design and..., Commercial Loan..., Resiential Loan..., Commercial Due Diligence, Acquisition Integration, Commercial Acquisition..., Financial Delinquency..., Financial Severity..., Process Improvement, Capital Markets, Due Diligence, Financial Analysis, Valuation, Financial Modeling, Mortgage Banking, Mortgage Lending, Mortgage Servicing, Microsoft SQL Server, SQL, Commercial Banking, Financial Forecasting, Relational Databases, Relational Data Modeling, Retail Banking, Loss Mitigation, Portfolio Management, Leadership, Financial Services, Analysis, Banking, Management, Risk Management, Credit
Education
Wingate University 2004 — 2007
Masters of Business Administration
Appalachian State University 1993 — 1997
Bachelor of Science, Information Systems and Business Management
Charlotte Catholic
Alvarez & Marsal November 2009 - Present
Wachovia, A Wells Fargo Company January 2005 - November 2009
Wachovia, A Wells Fargo Company January 2004 - January 2005
Wachovia, A Wells Fargo Company January 1998 - January 2004
Skills
Securitization Analysis..., Commercial Loan Analysis, Residential Portfolio..., Database Design and..., Commercial Loan..., Resiential Loan..., Commercial Due Diligence, Acquisition Integration, Commercial Acquisition..., Financial Delinquency..., Financial Severity..., Process Improvement, Capital Markets, Due Diligence, Financial Analysis, Valuation, Financial Modeling, Mortgage Banking, Mortgage Lending, Mortgage Servicing, Microsoft SQL Server, SQL, Commercial Banking, Financial Forecasting, Relational Databases, Relational Data Modeling, Retail Banking, Loss Mitigation, Portfolio Management, Leadership, Financial Services, Analysis, Banking, Management, Risk Management, Credit
Education
Wingate University 2004 — 2007
Masters of Business Administration
Appalachian State University 1993 — 1997
Bachelor of Science, Information Systems and Business Management
Charlotte Catholic
Jacob Stone Jacob Stone's Wachovia, A Wells Fargo Company Experience October 2009 - August 2011
Job Senior Enterprise Risk Director at Ally Financial Inc.
Industry Banking
Experience
Ally Financial Inc. March 2014 - Present
Ally Financial Inc. August 2011 - March 2014
Wachovia, A Wells Fargo Company October 2009 - August 2011
Wachovia August 2005 - September 2009
Hendrick Motorsports December 2003 - August 2005
United States Marine Corps October 1996 - October 2000
Skills
SharePoint, Data Analysis, Finance, Project Management, Accounting, Financial Reporting, SQL, Portfolio Management, Microsoft Excel, Microsoft Office, Credit Derivatives, Credit Risk, Counterparty Risk, Risk, Risk Management, Enterprise Risk..., Risk Based Testing, Trading, Software Development, Software Engineering, Software Project..., Software Design, Executive Reporting, Ad Hoc Reporting, Reporting Systems, Statistical Reporting, Visual C#, Java, Pearl, Visual Basic, Visual Studio, SSRS, SSIS, Microsoft SQL Server, Databases, Database Design, Relational Databases, ETL, Business Intelligence, Logical Data Modeling, Financial Risk, Credit Analysis, Credit, Basel II, Access, Loans, Banking, Operational Risk..., Operational Risk, Stress Testing
Education
Wake Forest University - Babcock Graduate School of Management 2007 — 2009
MBA, Business, 3.79 GPA
Appalachian State University 2001 — 2004
BS, Computer Science, 3.83 GPA
Ally Financial Inc. March 2014 - Present
Ally Financial Inc. August 2011 - March 2014
Wachovia, A Wells Fargo Company October 2009 - August 2011
Wachovia August 2005 - September 2009
Hendrick Motorsports December 2003 - August 2005
United States Marine Corps October 1996 - October 2000
Skills
SharePoint, Data Analysis, Finance, Project Management, Accounting, Financial Reporting, SQL, Portfolio Management, Microsoft Excel, Microsoft Office, Credit Derivatives, Credit Risk, Counterparty Risk, Risk, Risk Management, Enterprise Risk..., Risk Based Testing, Trading, Software Development, Software Engineering, Software Project..., Software Design, Executive Reporting, Ad Hoc Reporting, Reporting Systems, Statistical Reporting, Visual C#, Java, Pearl, Visual Basic, Visual Studio, SSRS, SSIS, Microsoft SQL Server, Databases, Database Design, Relational Databases, ETL, Business Intelligence, Logical Data Modeling, Financial Risk, Credit Analysis, Credit, Basel II, Access, Loans, Banking, Operational Risk..., Operational Risk, Stress Testing
Education
Wake Forest University - Babcock Graduate School of Management 2007 — 2009
MBA, Business, 3.79 GPA
Appalachian State University 2001 — 2004
BS, Computer Science, 3.83 GPA
Randy Newton Randy Newton's Wachovia, A Wells Fargo Company Experience January 1993 - December 1997
Job Partner of a CPA firm. at NewtonCPA, PLLC
Industry Accounting
Experience
NewtonCPA, PLLC March 1999 - Present
Wachovia, A Wells Fargo Company January 1993 - December 1997
Skills
Tax Preparation, Tax Consulting, IRS Representation, Accounting, Financial Analysis, Small Business, CPA, Financial Reporting, Tax, Strategic Planning, Budgets, Income Tax, QuickBooks, Business Valuation, Fractional CFO, Tax Planning and...
Education
Appalachian State University 1988 — 1992
Bachelor of Science in Business Administration, Accounting
NewtonCPA, PLLC March 1999 - Present
Wachovia, A Wells Fargo Company January 1993 - December 1997
Skills
Tax Preparation, Tax Consulting, IRS Representation, Accounting, Financial Analysis, Small Business, CPA, Financial Reporting, Tax, Strategic Planning, Budgets, Income Tax, QuickBooks, Business Valuation, Fractional CFO, Tax Planning and...
Education
Appalachian State University 1988 — 1992
Bachelor of Science in Business Administration, Accounting
Justin Sheik Justin Sheik's Wachovia, A Wells Fargo Company Experience October 2008 - May 2011
Job Stewardship Coach at Family Wealth Partners
Industry Financial Services
Experience
Family Wealth Partners December 2011 - Present
Principal Financial Group September 2011 - December 2011
Wachovia, A Wells Fargo Company October 2008 - May 2011
US Army July 2004 - July 2008
Skills
Retirement Solutions, Insurance, Wealth Management, Investment Strategies, Strategic Financial..., Retirement, Finance, Retirement Planning, Mutual Funds, Leadership, Financial Planning, Financial Services, Investments, Life Insurance, Financial Advisory, Estate Planning, Asset Allocation
Education
Appalachian State University
University of Kentucky
Family Wealth Partners December 2011 - Present
Principal Financial Group September 2011 - December 2011
Wachovia, A Wells Fargo Company October 2008 - May 2011
US Army July 2004 - July 2008
Skills
Retirement Solutions, Insurance, Wealth Management, Investment Strategies, Strategic Financial..., Retirement, Finance, Retirement Planning, Mutual Funds, Leadership, Financial Planning, Financial Services, Investments, Life Insurance, Financial Advisory, Estate Planning, Asset Allocation
Education
Appalachian State University
University of Kentucky
Donald McCracken, PhD Donald McCracken, PhD's Wachovia, A Wells Fargo Company Experience November 1999 - May 2013
Job Adjunct professor
Industry Financial Services
Experience
ECPI April 2008 - Present
DeVry University Online December 2006 - Present
Kaplan University September 2004 - Present
Wachovia, A Wells Fargo Company November 1999 - May 2013
Grantham University April 2010 - May 2012
Renaissance Worldwide May 1999 - October 1999
Renaissance Worldwide May 1999 - October 1999
Lowe's Companies Inc June 1998 - May 1999
Lowe's Companies, Inc June 1998 - April 1999
Appalachian State University May 1995 - May 1998
Skills
CNSS 4011 course,..., Active Directory, Terminal Services, Network Security, Windows Server 2008, Windows Server 2003, eCollege, Blackboard, Angel, Moodle, Course Development, course lead, Group Policy, VMware ESX, VMware Infrastructure, Windows Server, WSUS, SharePoint, Disaster Recovery, Leadership, IIS, VMware, Servers, Angel Investing, Citrix, ITIL, System Administration, XP, Cisco Technologies, Instructional Design, Microsoft Exchange, Network Administration, Virtualization, DNS
Education
Northcentral University 2006 — 2011
PhD, Business Administration / MIS
Capella University 2003 — 2004
MSc, Information Technolog / Network Architecture & Design
Appalachian State University 1995 — 1998
Bachelor of Science, Electronics Technology
lees-mcrae 1990 — 1991
ECPI April 2008 - Present
DeVry University Online December 2006 - Present
Kaplan University September 2004 - Present
Wachovia, A Wells Fargo Company November 1999 - May 2013
Grantham University April 2010 - May 2012
Renaissance Worldwide May 1999 - October 1999
Renaissance Worldwide May 1999 - October 1999
Lowe's Companies Inc June 1998 - May 1999
Lowe's Companies, Inc June 1998 - April 1999
Appalachian State University May 1995 - May 1998
Skills
CNSS 4011 course,..., Active Directory, Terminal Services, Network Security, Windows Server 2008, Windows Server 2003, eCollege, Blackboard, Angel, Moodle, Course Development, course lead, Group Policy, VMware ESX, VMware Infrastructure, Windows Server, WSUS, SharePoint, Disaster Recovery, Leadership, IIS, VMware, Servers, Angel Investing, Citrix, ITIL, System Administration, XP, Cisco Technologies, Instructional Design, Microsoft Exchange, Network Administration, Virtualization, DNS
Education
Northcentral University 2006 — 2011
PhD, Business Administration / MIS
Capella University 2003 — 2004
MSc, Information Technolog / Network Architecture & Design
Appalachian State University 1995 — 1998
Bachelor of Science, Electronics Technology
lees-mcrae 1990 — 1991
Erich Hamm, CTFA, AAMS Erich Hamm, CTFA, AAMS's Wachovia, A Wells Fargo Company Experience December 1999 - April 2004
Job Director of Trust Services
Industry Financial Services
Experience
High Point Bank June 2012 - Present
Greensboro Estate Planning Council March 2009 - Present
Children's Home Society of North Carolina August 2011 - October 2014
North Carolina Planned Giving Council January 2010 - December 2013
US Trust July 2009 - June 2012
First Citizens Bank April 2004 - July 2009
Wachovia, A Wells Fargo Company December 1999 - April 2004
Wachovia, A Wells Fargo Company November 1995 - December 1999
Wachovia, A Wells Fargo Company June 1995 - November 1995
Wachovia, A Wells Fargo Company August 1994 - June 1995
Skills
Wealth Management, Investments, Relationship Management, Personal Trust..., Planned Giving, Private Foundations, Non-profit Board..., New Business Development, Nonprofits, High Net Worth..., Estate Planning, Investment Management, Financial Services, Philanthropy, Wealth Management..., Asset Allocation, Retirement Planning, Strategic Financial..., Commercial Lending, Wealth, Private Banking, Personnel Management, Asset Management, Investment Strategies, Trust Management, IRAs, Charitable Gift Planning, Charitable Trusts, Charitable Gift..., Experienced Speaker, Trust Services, Financial Planning
Education
College for Financial Planning 2012 — 2012
Accredited Asset Management Specialist (AAMS)
National Graduate Trust School @ Northwestern 2003 — 2004
Certified Trust and Financial Advisor (CTFA), National Graduate Trust School Level I & II
Florida State University 2000 — 2002
Certificate in Financial Planning
Institute of Certified Bankers - Trust Operations School 1997 — 1997
CSOP, Certifed Securities Operations Professional
Appalachian State University
BSBA, Finance
Grimsley
High Point Bank June 2012 - Present
Greensboro Estate Planning Council March 2009 - Present
Children's Home Society of North Carolina August 2011 - October 2014
North Carolina Planned Giving Council January 2010 - December 2013
US Trust July 2009 - June 2012
First Citizens Bank April 2004 - July 2009
Wachovia, A Wells Fargo Company December 1999 - April 2004
Wachovia, A Wells Fargo Company November 1995 - December 1999
Wachovia, A Wells Fargo Company June 1995 - November 1995
Wachovia, A Wells Fargo Company August 1994 - June 1995
Skills
Wealth Management, Investments, Relationship Management, Personal Trust..., Planned Giving, Private Foundations, Non-profit Board..., New Business Development, Nonprofits, High Net Worth..., Estate Planning, Investment Management, Financial Services, Philanthropy, Wealth Management..., Asset Allocation, Retirement Planning, Strategic Financial..., Commercial Lending, Wealth, Private Banking, Personnel Management, Asset Management, Investment Strategies, Trust Management, IRAs, Charitable Gift Planning, Charitable Trusts, Charitable Gift..., Experienced Speaker, Trust Services, Financial Planning
Education
College for Financial Planning 2012 — 2012
Accredited Asset Management Specialist (AAMS)
National Graduate Trust School @ Northwestern 2003 — 2004
Certified Trust and Financial Advisor (CTFA), National Graduate Trust School Level I & II
Florida State University 2000 — 2002
Certificate in Financial Planning
Institute of Certified Bankers - Trust Operations School 1997 — 1997
CSOP, Certifed Securities Operations Professional
Appalachian State University
BSBA, Finance
Grimsley
Jocelyn Martin's Wachovia, A Wells Fargo Company Experience October 2003 - December 2004
Job Account Executive
Industry Construction
Experience
Warfel Construction December 2014 - December 2014
Campbell Associates May 2014 - November 2014
CCS Building Group (CCS) February 2012 - April 2014
Holleran March 2008 - February 2012
YTI Career Institute December 2004 - February 2008
Wachovia, A Wells Fargo Company October 2003 - December 2004
Bank One March 2000 - August 2003
Skills
Organizational..., Organizational Change, Organizational..., Sales Process, Research, Sales Presentations, Presentation Development, Board Presentations, Needs Analysis, Financial Analysis, Decision Making, Employee Relations, Community Relations, Strategic Partnerships, Partnership Development, Partnership Marketing, Market Planning, Market Research, Corporate Branding, Public Speaking, Public Relations, Strategic Planning, Strategic Public..., White Papers, Marketing, New Business Development, Community Outreach, Event Planning, Senior Services, Nonprofits, Human Resources, Staff Development, Management, Program Management, Community Development, Sales, Selling, Partnerships, Leadership, Team Building
Education
Arizona State University 2000 — 2002
Bachelor of Science, Global Business/Marketing
Paradise Valley Community College 1998 — 2000
Associates of Arts, Business
Warfel Construction December 2014 - December 2014
Campbell Associates May 2014 - November 2014
CCS Building Group (CCS) February 2012 - April 2014
Holleran March 2008 - February 2012
YTI Career Institute December 2004 - February 2008
Wachovia, A Wells Fargo Company October 2003 - December 2004
Bank One March 2000 - August 2003
Skills
Organizational..., Organizational Change, Organizational..., Sales Process, Research, Sales Presentations, Presentation Development, Board Presentations, Needs Analysis, Financial Analysis, Decision Making, Employee Relations, Community Relations, Strategic Partnerships, Partnership Development, Partnership Marketing, Market Planning, Market Research, Corporate Branding, Public Speaking, Public Relations, Strategic Planning, Strategic Public..., White Papers, Marketing, New Business Development, Community Outreach, Event Planning, Senior Services, Nonprofits, Human Resources, Staff Development, Management, Program Management, Community Development, Sales, Selling, Partnerships, Leadership, Team Building
Education
Arizona State University 2000 — 2002
Bachelor of Science, Global Business/Marketing
Paradise Valley Community College 1998 — 2000
Associates of Arts, Business
Gina Gaster Gina Gaster's Wachovia, A Wells Fargo Company Experience February 2009 - September 2009
Job SEM Manager at Market America
Industry Marketing and Advertising
Experience
Family Dollar September 2009 - May 2010
Wachovia, A Wells Fargo Company February 2009 - September 2009
BannerDirect April 2007 - September 2008
Charlotte Chamber of Commerce July 2001 - April 2007
Hearst December 1997 - July 2001
Hearst April 1997 - December 1999
Skills
Graphic Design, SEM, Online Advertising, SEO, Google Adwords, Google Analytics, Online Marketing, Web Marketing, Web Analytics, Brochures, Copywriting, Social Media Marketing, Advertising, Logo Design, Email Marketing, Keyword Advertising, Keyword Research, Newsletters, Search Analysis, Keyword Analysis, Digital Marketing, Facebook, Marketing Communications, Integrated Marketing, Print, Omniture, Photography, Mobile Marketing, WordPress, Digital Media, Print Production, MSN AdCenter, SQL
Education
Appalachian State University 1992 — 1996
Bachelor of Science, Communications
Family Dollar September 2009 - May 2010
Wachovia, A Wells Fargo Company February 2009 - September 2009
BannerDirect April 2007 - September 2008
Charlotte Chamber of Commerce July 2001 - April 2007
Hearst December 1997 - July 2001
Hearst April 1997 - December 1999
Skills
Graphic Design, SEM, Online Advertising, SEO, Google Adwords, Google Analytics, Online Marketing, Web Marketing, Web Analytics, Brochures, Copywriting, Social Media Marketing, Advertising, Logo Design, Email Marketing, Keyword Advertising, Keyword Research, Newsletters, Search Analysis, Keyword Analysis, Digital Marketing, Facebook, Marketing Communications, Integrated Marketing, Print, Omniture, Photography, Mobile Marketing, WordPress, Digital Media, Print Production, MSN AdCenter, SQL
Education
Appalachian State University 1992 — 1996
Bachelor of Science, Communications
Steven F. Gause II Steven F. Gause II's Wachovia, A Wells Fargo Company Experience May 2008 - August 2009
Job Managing Director at Newmark Grubb Knight Frank
Industry Commercial Real Estate
Experience
Newmark Grubb Knight Frank April 2013 - Present
Newmark Knight Frank August 2010 - May 2013
Wells Fargo February 2010 - August 2010
Wachovia, A Wells Fargo Company May 2008 - August 2009
Wachovia January 2006 - May 2008
Wachovia, A Wells Fargo Company July 2001 - December 2005
Lincoln Property Company February 2000 - July 2001
Lincoln Property Company July 1997 - January 2000
Skills
Corporate Real Estate, Real Estate, Financial Analysis, Disposition, Portfolio Management, Asset Managment, Due Diligence, Real Estate Transactions, Strategic Planning, Leases, Location Intelligence, Commercial Real Estate, Negotiation, Asset Management
Education
Appalachian State University 1992 — 1996
BS, Geography/GIS
Newmark Grubb Knight Frank April 2013 - Present
Newmark Knight Frank August 2010 - May 2013
Wells Fargo February 2010 - August 2010
Wachovia, A Wells Fargo Company May 2008 - August 2009
Wachovia January 2006 - May 2008
Wachovia, A Wells Fargo Company July 2001 - December 2005
Lincoln Property Company February 2000 - July 2001
Lincoln Property Company July 1997 - January 2000
Skills
Corporate Real Estate, Real Estate, Financial Analysis, Disposition, Portfolio Management, Asset Managment, Due Diligence, Real Estate Transactions, Strategic Planning, Leases, Location Intelligence, Commercial Real Estate, Negotiation, Asset Management
Education
Appalachian State University 1992 — 1996
BS, Geography/GIS
Nathan Cranford Nathan Cranford's Wachovia, A Wells Fargo Company Experience July 2007 - June 2008
Job Manager Products & Services
Industry Utilities
Experience
Duke Energy Corporation December 2010 - Present
Duke Energy March 2010 - December 2010
Duke Energy December 2008 - March 2010
Wachovia June 2008 - December 2008
Wachovia, A Wells Fargo Company July 2007 - June 2008
Skills
Vendor Management, Process Improvement, Leadership, Program Management, Management, Budgets, Strategic Planning, Business Process, Contract Management, Customer Satisfaction, Customer Service, Marketing, Auditing, Time Management
Education
Appalachian State University 2002 — 2007
B.S, MBA, Business Administration
Duke Energy Corporation December 2010 - Present
Duke Energy March 2010 - December 2010
Duke Energy December 2008 - March 2010
Wachovia June 2008 - December 2008
Wachovia, A Wells Fargo Company July 2007 - June 2008
Skills
Vendor Management, Process Improvement, Leadership, Program Management, Management, Budgets, Strategic Planning, Business Process, Contract Management, Customer Satisfaction, Customer Service, Marketing, Auditing, Time Management
Education
Appalachian State University 2002 — 2007
B.S, MBA, Business Administration
Perry Hudspeth Perry Hudspeth's Wachovia, A Wells Fargo Company Experience 1996 - 2002
Job Associate at Hege Financial Group
Industry Financial Services
Experience
Lincoln Financial Securities September 2002 - Present
Anchor Financial Group November 2002 - July 2014
ACC Football Officials 1992 - 2011
Wachovia, A Wells Fargo Company 1996 - 2002
Skills
Management, Event Planning, Fundraising, Leadership, Strategic Planning, Small Business, Sales, Public Speaking, Customer Service, Team Building
Education
College for Financial Planning 2007 — 2008
CRPC, Retirement Planning
American College 1973 — 1975
CLU, Insurance and Estate Planning
Appalachian State University 1967 — 1971
B.S. - B.A., Business
Lincoln Financial Securities September 2002 - Present
Anchor Financial Group November 2002 - July 2014
ACC Football Officials 1992 - 2011
Wachovia, A Wells Fargo Company 1996 - 2002
Skills
Management, Event Planning, Fundraising, Leadership, Strategic Planning, Small Business, Sales, Public Speaking, Customer Service, Team Building
Education
College for Financial Planning 2007 — 2008
CRPC, Retirement Planning
American College 1973 — 1975
CLU, Insurance and Estate Planning
Appalachian State University 1967 — 1971
B.S. - B.A., Business
Vannette (Vann) Lee, CMII, ITIL, CSM, SPO, PMP's Wachovia, A Wells Fargo Company Experience 2009 - June 2010
Job Process / Project Management
Industry Financial Services
Experience
TIAA-CREF 2011 - Present
Bank of America June 2010 - October 2011
Wachovia, A Wells Fargo Company 2009 - June 2010
Premier, Inc. June 2008 - December 2009
Premier Incorporated April 2007 - June 2008
Master Key Consulting January 2004 - March 2007
Kenrob & Associates, Inc. August 1999 - January 2004
Skills
Requirements Analysis, SDLC, Software Project..., Agile Methodologies, Release Management, Scrum, PMP, Program Management, Testing, Business Process..., Quality Assurance, Cross-functional Team..., Integration, Process Improvement, Enterprise Software, Project Management
Education
Pink Elephant Conference 2008 — 2008
Certificate of Completion, CMDB
Arizona State University
CMII, Configuration Management II
TIAA-CREF 2011 - Present
Bank of America June 2010 - October 2011
Wachovia, A Wells Fargo Company 2009 - June 2010
Premier, Inc. June 2008 - December 2009
Premier Incorporated April 2007 - June 2008
Master Key Consulting January 2004 - March 2007
Kenrob & Associates, Inc. August 1999 - January 2004
Skills
Requirements Analysis, SDLC, Software Project..., Agile Methodologies, Release Management, Scrum, PMP, Program Management, Testing, Business Process..., Quality Assurance, Cross-functional Team..., Integration, Process Improvement, Enterprise Software, Project Management
Education
Pink Elephant Conference 2008 — 2008
Certificate of Completion, CMDB
Arizona State University
CMII, Configuration Management II
Pamela Bradsher's Wachovia, A Wells Fargo Company Experience May 2009 - December 2011
Job Operations Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2014 - Present
Wells Fargo Bank December 2011 - March 2014
Wachovia, A Wells Fargo Company May 2009 - December 2011
Wells Fargo 2009 - December 2011
Wachovia April 2007 - May 2009
Wachovia January 2006 - May 2007
ConAgra 2001 - 2006
Conagra Foods, Inc. January 2001 - December 2005
Sara Lee December 1999 - September 2000
Bank of America March 1989 - January 1999
Skills
Management, Process Improvement, Supply Chain Management, Strategic Partnerships, Program Management, Leadership, Strategy, Contract Negotiation, Performance Management, Vendor Management, Procurement, Strategic Sourcing, Change Management, Cross-functional Team..., Outsourcing, Sourcing, Supply Management, Recruiting, Sales, Training
Education
Bellevue University 2002 — 2004
BA, LAPA
Cornell University 2001 — 2003
CCTE, Certified Corp Travel Exec
Appalachian State University 1976 — 1979
Commerical Art/Interior Design
William HS, Burlington, NC 1973 — 1976
Wells Fargo March 2014 - Present
Wells Fargo Bank December 2011 - March 2014
Wachovia, A Wells Fargo Company May 2009 - December 2011
Wells Fargo 2009 - December 2011
Wachovia April 2007 - May 2009
Wachovia January 2006 - May 2007
ConAgra 2001 - 2006
Conagra Foods, Inc. January 2001 - December 2005
Sara Lee December 1999 - September 2000
Bank of America March 1989 - January 1999
Skills
Management, Process Improvement, Supply Chain Management, Strategic Partnerships, Program Management, Leadership, Strategy, Contract Negotiation, Performance Management, Vendor Management, Procurement, Strategic Sourcing, Change Management, Cross-functional Team..., Outsourcing, Sourcing, Supply Management, Recruiting, Sales, Training
Education
Bellevue University 2002 — 2004
BA, LAPA
Cornell University 2001 — 2003
CCTE, Certified Corp Travel Exec
Appalachian State University 1976 — 1979
Commerical Art/Interior Design
William HS, Burlington, NC 1973 — 1976
Noelle Bernesser's Wachovia, A Wells Fargo Company Experience July 2008 - October 2010
Job Financial Consultant at Wells Fargo
Industry Accounting
Experience
Wells Fargo August 2012 - Present
Wachovia, A Wells Fargo Company July 2008 - October 2010
Wachovia, A Wells Fargo Company June 1996 - July 2008
Skills
Financial Analysis, Finance, Forecasting, Accounting, Budgets, Banking, Process Improvement, Sarbanes-Oxley Act, Microsoft Office, Business Process..., Risk Management, Strategic Financial..., Financial Services, Business Analysis, Financial Reporting, Auditing, Customer Service, Financial Accounting
Education
Appalachian State University 1985 — 1989
Bachelor of Science (BS), Mathematics
Wells Fargo August 2012 - Present
Wachovia, A Wells Fargo Company July 2008 - October 2010
Wachovia, A Wells Fargo Company June 1996 - July 2008
Skills
Financial Analysis, Finance, Forecasting, Accounting, Budgets, Banking, Process Improvement, Sarbanes-Oxley Act, Microsoft Office, Business Process..., Risk Management, Strategic Financial..., Financial Services, Business Analysis, Financial Reporting, Auditing, Customer Service, Financial Accounting
Education
Appalachian State University 1985 — 1989
Bachelor of Science (BS), Mathematics
Donna Hart's Wachovia, A Wells Fargo Company Experience February 2009 - December 2009
Job Network Security Area Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo October 2013 - Present
Wells Fargo June 1996 - Present
Wells Fargo December 2009 - October 2013
Wachovia, A Wells Fargo Company February 2009 - December 2009
Wells Fargo November 2004 - January 2009
Wachovia April 2002 - November 2004
Wachovia June 2001 - April 2002
Wachovia December 1997 - June 2001
Skills
Networking, Integration, Network Engineering, Vendor Management, Security, Data Center, Disaster Recovery, Risk Management, System Administration, Management, Business Analysis, IT Strategy, SDLC, Team Leadership, Enterprise Architecture, Change Management, Visio, Process Improvement, PMP, ITIL, SharePoint, Project Portfolio..., IT Service Management, PMO, IT Operations, Business Intelligence, Program Management
Education
Appalachian State University
Bachler of Science in Business Administration, Computer Information Systems
Wells Fargo October 2013 - Present
Wells Fargo June 1996 - Present
Wells Fargo December 2009 - October 2013
Wachovia, A Wells Fargo Company February 2009 - December 2009
Wells Fargo November 2004 - January 2009
Wachovia April 2002 - November 2004
Wachovia June 2001 - April 2002
Wachovia December 1997 - June 2001
Skills
Networking, Integration, Network Engineering, Vendor Management, Security, Data Center, Disaster Recovery, Risk Management, System Administration, Management, Business Analysis, IT Strategy, SDLC, Team Leadership, Enterprise Architecture, Change Management, Visio, Process Improvement, PMP, ITIL, SharePoint, Project Portfolio..., IT Service Management, PMO, IT Operations, Business Intelligence, Program Management
Education
Appalachian State University
Bachler of Science in Business Administration, Computer Information Systems
Dede Powell's Wachovia, A Wells Fargo Company Experience 1997 - Present
Job Project Mgr at Wachovia Bank
Industry Banking
Experience
Wachovia Bank PM3Wells Fargo2009 - Present
Wachovia 1998 - Present
Wachovia, A Wells Fargo Company 1997 - Present
Wells Fargo Bank 1989 - Present
Education
Appalachian State University 1978 — 1983
Wachovia Bank PM3Wells Fargo2009 - Present
Wachovia 1998 - Present
Wachovia, A Wells Fargo Company 1997 - Present
Wells Fargo Bank 1989 - Present
Education
Appalachian State University 1978 — 1983
Jason Roten's Wachovia, A Wells Fargo Company Experience May 2002 - November 2006
Job Applications Analyst at Electrolux
Industry Computer Software
Experience
Electrolux July 2014 - Present
Randstad Technologies US June 2013 - July 2014
Wells Fargo January 2012 - June 2013
Wells Fargo Bank July 2007 - November 2011
Wachovia, A Wells Fargo Company May 2002 - November 2006
Infinis August 2001 - December 2001
e.Piphany, Inc June 2000 - July 2001
First Union National Bank March 1998 - May 2000
Skills
Data Warehousing, Business Analysis, Visio, Requirements Gathering, SQL, SharePoint, Requirements Analysis, Business Intelligence, Oracle, Security, Process Improvement, Risk Management
Education
Appalachian State University 1998 — 2000
BSBA, Information Technology
Wilkes Community College 1993 — 1998
Associate of Arts (AA), General Studies
West Wilkes High School
Electrolux July 2014 - Present
Randstad Technologies US June 2013 - July 2014
Wells Fargo January 2012 - June 2013
Wells Fargo Bank July 2007 - November 2011
Wachovia, A Wells Fargo Company May 2002 - November 2006
Infinis August 2001 - December 2001
e.Piphany, Inc June 2000 - July 2001
First Union National Bank March 1998 - May 2000
Skills
Data Warehousing, Business Analysis, Visio, Requirements Gathering, SQL, SharePoint, Requirements Analysis, Business Intelligence, Oracle, Security, Process Improvement, Risk Management
Education
Appalachian State University 1998 — 2000
BSBA, Information Technology
Wilkes Community College 1993 — 1998
Associate of Arts (AA), General Studies
West Wilkes High School
Debra Bivens Smith, CSM's Wachovia, A Wells Fargo Company Experience August 2006 - November 2010
Job Experienced Application Developer & Analyst
Industry Information Technology and Services
Experience
Wells Fargo January 2015 - Present
Vanguard November 2010 - November 2014
Wachovia - a Wells Fargo Company August 2006 - November 2010
BlueCross BlueShield of South Carolina July 2003 - August 2006
RSA March 2001 - July 2003
First Union National Bank December 1997 - March 2001
Wachovia May 1997 - August 1997
Skills
DB2/SQL, COBOL, JCL, CICS, Easytrieve, Java, HTML, CLIST, C++, SPUFI, QMF, SDSF, Endevor, ChangeMan, Requirement gathering, Technical writing, QA testing, Systems Analysis, Design Analysis, Time estimating, Visual Basic, Waterfall Development, Agile Development, SDLC, Requirements Gathering, Agile Methodologies, IMS DB/DC, Endeavor, SQL, Quality Assurance, Waterfall, Technical Writing
Education
Appalachian State University 1993 — 1997
Bachelor's Degree, Computer Information Systems, Minor: Psychology
Central Piedmont Community College
Wells Fargo January 2015 - Present
Vanguard November 2010 - November 2014
Wachovia - a Wells Fargo Company August 2006 - November 2010
BlueCross BlueShield of South Carolina July 2003 - August 2006
RSA March 2001 - July 2003
First Union National Bank December 1997 - March 2001
Wachovia May 1997 - August 1997
Skills
DB2/SQL, COBOL, JCL, CICS, Easytrieve, Java, HTML, CLIST, C++, SPUFI, QMF, SDSF, Endevor, ChangeMan, Requirement gathering, Technical writing, QA testing, Systems Analysis, Design Analysis, Time estimating, Visual Basic, Waterfall Development, Agile Development, SDLC, Requirements Gathering, Agile Methodologies, IMS DB/DC, Endeavor, SQL, Quality Assurance, Waterfall, Technical Writing
Education
Appalachian State University 1993 — 1997
Bachelor's Degree, Computer Information Systems, Minor: Psychology
Central Piedmont Community College
Mark Kohl's Wachovia, A Wells Fargo Company Experience August 2008 - July 2009
Job Consultant at American Lenders
Industry Banking
Experience
Bank of America May 2011 - March 2013
American Lenders March 2010 - March 2011
Wachovia, A Wells Fargo Company August 2008 - July 2009
American Lenders September 1997 - August 2008
Fast Tax October 1994 - May 1997
Informative Research September 1990 - January 1993
Great Western Real Estate February 1989 - January 1990
Merrill Lynch Realty/McMillin Real estate May 1985 - January 1990
Skills
Mortgage Lending, Financial Analysis, FHA, Loan Origination, Underwriting, Residential Mortgages, Insurance, Real Estate, Credit, Mortgage Banking, Loans, Management, Sales, Banking, Finance, Leadership, Portfolio Management, Call Centers
Education
Arizona State University 1980 — 1982
Bank of America May 2011 - March 2013
American Lenders March 2010 - March 2011
Wachovia, A Wells Fargo Company August 2008 - July 2009
American Lenders September 1997 - August 2008
Fast Tax October 1994 - May 1997
Informative Research September 1990 - January 1993
Great Western Real Estate February 1989 - January 1990
Merrill Lynch Realty/McMillin Real estate May 1985 - January 1990
Skills
Mortgage Lending, Financial Analysis, FHA, Loan Origination, Underwriting, Residential Mortgages, Insurance, Real Estate, Credit, Mortgage Banking, Loans, Management, Sales, Banking, Finance, Leadership, Portfolio Management, Call Centers
Education
Arizona State University 1980 — 1982
Brian Irving's Wachovia, A Wells Fargo Company Experience October 2008 - October 2011
Job Banking Center Manager
Industry Banking
Experience
Bank of America March 2013 - Present
Bed Bath & Beyond April 2011 - March 2013
Wachovia, A Wells Fargo Company October 2008 - October 2011
Wachovia April 2008 - October 2008
Wachovia March 2006 - April 2008
Wachovia February 2001 - March 2006
First Union Mortgage Corporation December 1998 - February 2001
Skills
Mortgage Lending, Loans, Credit, Banking, Mortgage Banking, Cross Selling, Residential Mortgages, Retail Banking, Consumer Lending, Loan Origination, Refinance, Series 63, Asset Based Lending, Relationship Management, Series 6, Sales, New Business Development, Customer Service, Home Equity, Financial Services, Leadership, Investments, Finance, Coaching, Call Centers, Wealth Management, Business Development, Credit Cards, Deposits, Cash Management, Commercial Banking
Education
Appalachian State University 1992 — 1996
Appalachian State University
BS, Business Management
Bank of America March 2013 - Present
Bed Bath & Beyond April 2011 - March 2013
Wachovia, A Wells Fargo Company October 2008 - October 2011
Wachovia April 2008 - October 2008
Wachovia March 2006 - April 2008
Wachovia February 2001 - March 2006
First Union Mortgage Corporation December 1998 - February 2001
Skills
Mortgage Lending, Loans, Credit, Banking, Mortgage Banking, Cross Selling, Residential Mortgages, Retail Banking, Consumer Lending, Loan Origination, Refinance, Series 63, Asset Based Lending, Relationship Management, Series 6, Sales, New Business Development, Customer Service, Home Equity, Financial Services, Leadership, Investments, Finance, Coaching, Call Centers, Wealth Management, Business Development, Credit Cards, Deposits, Cash Management, Commercial Banking
Education
Appalachian State University 1992 — 1996
Appalachian State University
BS, Business Management
Amy Dixon's Wachovia, A Wells Fargo Company Experience September 2006 - August 2010
Job Executive Director, Head of Internal Control for Corporate and Investment Bank at BBVA Compass
Industry Banking
Experience
BBVA Compass August 2014 - Present
Bank of America Merrill Lynch May 2013 - August 2014
Bank of America Merrill Lynch July 2012 - May 2013
Bank of America Merrill Lynch - Global Market Securities for the Americas August 2010 - July 2012
Wachovia, A Wells Fargo Company September 2006 - August 2010
Duke Energy September 2004 - September 2006
Getrag Corporation (now GKN Driveline) May 2002 - August 2003
Skills
International..., Trade Finance, Risk Management, Compliance, International Capital..., SOX, Visio, Internal Audit, Internal Controls, Process Improvement, Process Mapping, Energy, Audit, Lotus Notes, Outlook, Microsoft Office, International Relations, Capital Markets, Project Documentation, Credit Cards, Project Coordination, Project Implementation, Policy Analysis, Policy Writing, Mortgage Industry, Regulatory Liaison, Regulatory Analysis, Banking, Finance, Auditing, AML, Portfolio Management, Sarbanes-Oxley Act, Strategy, Leadership, Management, Financial Reporting, Regulations, Financial Services, Documentations, Mortgage Lending, Cross-functional Team..., Business Process Mapping, Anti Money Laundering
Education
Appalachian State University 2000 — 2004
BSBA, Business Management
Fudan University
BBVA Compass August 2014 - Present
Bank of America Merrill Lynch May 2013 - August 2014
Bank of America Merrill Lynch July 2012 - May 2013
Bank of America Merrill Lynch - Global Market Securities for the Americas August 2010 - July 2012
Wachovia, A Wells Fargo Company September 2006 - August 2010
Duke Energy September 2004 - September 2006
Getrag Corporation (now GKN Driveline) May 2002 - August 2003
Skills
International..., Trade Finance, Risk Management, Compliance, International Capital..., SOX, Visio, Internal Audit, Internal Controls, Process Improvement, Process Mapping, Energy, Audit, Lotus Notes, Outlook, Microsoft Office, International Relations, Capital Markets, Project Documentation, Credit Cards, Project Coordination, Project Implementation, Policy Analysis, Policy Writing, Mortgage Industry, Regulatory Liaison, Regulatory Analysis, Banking, Finance, Auditing, AML, Portfolio Management, Sarbanes-Oxley Act, Strategy, Leadership, Management, Financial Reporting, Regulations, Financial Services, Documentations, Mortgage Lending, Cross-functional Team..., Business Process Mapping, Anti Money Laundering
Education
Appalachian State University 2000 — 2004
BSBA, Business Management
Fudan University
Chad Mackie's Wachovia, A Wells Fargo Company Experience March 2003 - August 2010
Job Project Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2012 - Present
Wells Fargo August 2010 - February 2012
One Voice Chorus 2007 - September 2011
Wachovia, A Wells Fargo Company March 2003 - August 2010
Wachovia, A Wells Fargo Company October 2006 - August 2009
Wachovia May 2000 - February 2003
DAVIE COUNTY SCHOOLS January 1995 - May 2000
Skills
Vendor Management, Program Management, Business Process, Strategic Planning, Mergers, Leadership, Training, Strategy, Team Building, Governance, PMO, Portfolio Management, Process Improvement, Business Process..., Change Management, PMP, Project Portfolio...
Education
Appalachian State University 1990 — 1994
BS, Business Education; Concentration in Mathematics
Wells Fargo March 2012 - Present
Wells Fargo August 2010 - February 2012
One Voice Chorus 2007 - September 2011
Wachovia, A Wells Fargo Company March 2003 - August 2010
Wachovia, A Wells Fargo Company October 2006 - August 2009
Wachovia May 2000 - February 2003
DAVIE COUNTY SCHOOLS January 1995 - May 2000
Skills
Vendor Management, Program Management, Business Process, Strategic Planning, Mergers, Leadership, Training, Strategy, Team Building, Governance, PMO, Portfolio Management, Process Improvement, Business Process..., Change Management, PMP, Project Portfolio...
Education
Appalachian State University 1990 — 1994
BS, Business Education; Concentration in Mathematics
Jamie McSwain's Wachovia, A Wells Fargo Company Experience April 2007 - September 2007
Job Proposal Manager at Bank of America
Industry Banking
Experience
Bank of America May 2008 - Present
Bank of America March 2008 - April 2008
Bank of America October 2007 - January 2008
Wachovia, A Wells Fargo Company April 2007 - September 2007
Bank of America June 2006 - February 2007
Bank of America February 2005 - June 2006
Skills
Microsoft Office, Customer Service, Project Management, Marketing, Sales, Banking, Process Improvement, Training, Relationship Management, Strategic Planning
Education
Appalachian State University 1996 — 1998
Bachelor of Science, Communication
University of North Carolina at Charlotte
Certificate, Communication Studies
Bank of America May 2008 - Present
Bank of America March 2008 - April 2008
Bank of America October 2007 - January 2008
Wachovia, A Wells Fargo Company April 2007 - September 2007
Bank of America June 2006 - February 2007
Bank of America February 2005 - June 2006
Skills
Microsoft Office, Customer Service, Project Management, Marketing, Sales, Banking, Process Improvement, Training, Relationship Management, Strategic Planning
Education
Appalachian State University 1996 — 1998
Bachelor of Science, Communication
University of North Carolina at Charlotte
Certificate, Communication Studies
Timothy R Watts's Wachovia, A Wells Fargo Company Experience 1996 - March 1999
Job Senior Technology Consultant / Engagement Manager at J.S. Walker & Company, Inc.
Industry Information Technology and Services
Experience
J.S. Walker & Company, Inc. September 2015 - Present
NEORIS 2010 - Present
Lowe's Home Improvement 2003 - Present
Computer Associates (CA) - XECA April 1999 - October 2003
Wachovia, A Wells Fargo Company 1996 - March 1999
Skills
Business Analysis, SDLC
Education
Appalachian State University
BS in Business Administration, Banking and Finance
J.S. Walker & Company, Inc. September 2015 - Present
NEORIS 2010 - Present
Lowe's Home Improvement 2003 - Present
Computer Associates (CA) - XECA April 1999 - October 2003
Wachovia, A Wells Fargo Company 1996 - March 1999
Skills
Business Analysis, SDLC
Education
Appalachian State University
BS in Business Administration, Banking and Finance
Clint Barnett's Wachovia, A Wells Fargo Company Experience 2005 - 2006
Job Fourth Grade Teacher at Endeavor Hall
Industry Education Management
Experience
Endeavor Hall August 2011 - Present
Albemarle County Schools March 2008 - May 2008
Wachovia, A Wells Fargo Company 2005 - 2006
Skills
Coaching, Credit, Staff Development, Public Speaking, Teaching, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Curriculum Design, Microsoft Word, Leadership, Tutoring
Education
Mary Baldwin College 2006 — 2008
Bachelor's of Science, Elementary Education and Teaching
Arizona State University 1996 — 1999
Bachelor of Science, Justice Studies
Endeavor Hall August 2011 - Present
Albemarle County Schools March 2008 - May 2008
Wachovia, A Wells Fargo Company 2005 - 2006
Skills
Coaching, Credit, Staff Development, Public Speaking, Teaching, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Curriculum Design, Microsoft Word, Leadership, Tutoring
Education
Mary Baldwin College 2006 — 2008
Bachelor's of Science, Elementary Education and Teaching
Arizona State University 1996 — 1999
Bachelor of Science, Justice Studies
David Harrison, M.A.'s Wachovia, A Wells Fargo Company Experience September 2003 - April 2007
Job Analyst, Technical Writer & Instructional Designer
Industry Financial Services
Experience
Cabarrus County November 2012 - Present
Town of Harrisburg, NC 2000 - Present
Central Piedmont Community College August 1990 - June 2012
Wells Fargo February 2011 - December 2011
Ally Financial, Inc July 2010 - November 2010
Wells Fargo January 2010 - June 2010
Wachovia September 2007 - December 2009
Wachovia April 2007 - June 2007
Wachovia, A Wells Fargo Company September 2003 - April 2007
Skills
Visio, SharePoint, MS Project, Project Management, Risk Management, Change Management, Technical Writing, Access, Disaster Recovery, Business Process, Project Planning, Management
Education
UNC 2001 — 2002
Credits toward IT certification
Appalachian State University 1975 — 1989
B.S., M.A.
Cabarrus County November 2012 - Present
Town of Harrisburg, NC 2000 - Present
Central Piedmont Community College August 1990 - June 2012
Wells Fargo February 2011 - December 2011
Ally Financial, Inc July 2010 - November 2010
Wells Fargo January 2010 - June 2010
Wachovia September 2007 - December 2009
Wachovia April 2007 - June 2007
Wachovia, A Wells Fargo Company September 2003 - April 2007
Skills
Visio, SharePoint, MS Project, Project Management, Risk Management, Change Management, Technical Writing, Access, Disaster Recovery, Business Process, Project Planning, Management
Education
UNC 2001 — 2002
Credits toward IT certification
Appalachian State University 1975 — 1989
B.S., M.A.
Alex Kimbro's Wachovia, A Wells Fargo Company Experience January 2011 - July 2011
Job Behavioral Health at Mission Health
Industry Mental Health Care
Experience
Mission Health May 2015 - Present
Eliada Homes June 2014 - May 2015
Grandfather Home for Children January 2012 - June 2014
Wells Fargo July 2011 - January 2012
Wachovia, A Wells Fargo Company January 2011 - July 2011
Wachovia, A Wells Fargo Company March 2010 - January 2011
GBP USA July 2008 - March 2010
GBP USA July 2008 - October 2008
Education
Appalachian State University 2004 — 2008
BS, Advertising
Mission Health May 2015 - Present
Eliada Homes June 2014 - May 2015
Grandfather Home for Children January 2012 - June 2014
Wells Fargo July 2011 - January 2012
Wachovia, A Wells Fargo Company January 2011 - July 2011
Wachovia, A Wells Fargo Company March 2010 - January 2011
GBP USA July 2008 - March 2010
GBP USA July 2008 - October 2008
Education
Appalachian State University 2004 — 2008
BS, Advertising
Horst Kisch's Wachovia, A Wells Fargo Company Experience May 1999 - December 2002
Job Commercial Credit Services Executive, Wholesale Operations at SunTrust
Industry Financial Services
Experience
SunTrust May 2013 - Present
TrimMont Real Estate Advisors, Inc. August 2011 - May 2013
Regions Bank September 2007 - March 2011
SunTrust Robinson Humphrey January 2003 - September 2007
Wachovia, A Wells Fargo Company May 1999 - December 2002
Peachtree Franchise Finance, LLC February 1998 - May 1999
CIT March 1994 - February 1998
Citicorp September 1985 - March 1994
Skills
Project Implementation, Contract Negotiation, Management Consulting, Operational Risk..., Operations Management, Financial System..., Capital Markets, Loan Servicing, Equipment Lease..., Management Reporting, Capital Markets..., Data Warehouse Design, Workflow Design and..., Management, Commercial Lending, Financial Services, Loans, Financial Analysis, Risk Management, Portfolio Management
Education
Arcadia University 1980 — 1984
BS, Computer Science
SunTrust May 2013 - Present
TrimMont Real Estate Advisors, Inc. August 2011 - May 2013
Regions Bank September 2007 - March 2011
SunTrust Robinson Humphrey January 2003 - September 2007
Wachovia, A Wells Fargo Company May 1999 - December 2002
Peachtree Franchise Finance, LLC February 1998 - May 1999
CIT March 1994 - February 1998
Citicorp September 1985 - March 1994
Skills
Project Implementation, Contract Negotiation, Management Consulting, Operational Risk..., Operations Management, Financial System..., Capital Markets, Loan Servicing, Equipment Lease..., Management Reporting, Capital Markets..., Data Warehouse Design, Workflow Design and..., Management, Commercial Lending, Financial Services, Loans, Financial Analysis, Risk Management, Portfolio Management
Education
Arcadia University 1980 — 1984
BS, Computer Science
Ellen E. Jones's Wachovia, A Wells Fargo Company Experience August 2004 - April 2007
Job Segment Marketing Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2015 - Present
TIAA-CREF August 2009 - January 2015
PAICR 2008 - 2015
Evergreen Investments August 2007 - August 2009
Wachovia, A Wells Fargo Company August 2004 - April 2007
Wachovia, A Wells Fargo Company January 1999 - August 2004
Skills
Investments, RFP, Asset Managment, Asset Management, Fixed Income, Mutual Funds, Investment Management, Marketing, Alternative Investments, Equities, Sales Operations, Relationship Management, Financial Services, Management, Series 7, Portfolio Management, Strategy, Leadership, Business Analysis
Education
Appalachian State University
UNCC
Bachelor Degree, English, Theatre Arts
TIAA-CREF January 2015 - Present
TIAA-CREF August 2009 - January 2015
PAICR 2008 - 2015
Evergreen Investments August 2007 - August 2009
Wachovia, A Wells Fargo Company August 2004 - April 2007
Wachovia, A Wells Fargo Company January 1999 - August 2004
Skills
Investments, RFP, Asset Managment, Asset Management, Fixed Income, Mutual Funds, Investment Management, Marketing, Alternative Investments, Equities, Sales Operations, Relationship Management, Financial Services, Management, Series 7, Portfolio Management, Strategy, Leadership, Business Analysis
Education
Appalachian State University
UNCC
Bachelor Degree, English, Theatre Arts
Meryl Ponyman's Wachovia, A Wells Fargo Company Experience March 2007 - December 2008
Job Financial Representative at COUNTRY Financial®
Industry Financial Services
Experience
COUNTRY Financial® April 2015 - Present
Edward Jones November 2014 - March 2015
RCO Legal, P.S. December 2012 - October 2014
Wells Fargo August 2005 - December 2012
Wachovia, A Wells Fargo Company March 2007 - December 2008
Bank of America 2005 - 2005
First National Bank of Arizona 2002 - 2005
Skills
Risk Management, Mortgage Banking, Credit, Mortgage Lending, Loss Mitigation, Loan Origination, Mortgage Servicing, Loans, Financial Services, Residential Mortgages, Loan Servicing, Banking, FHA, Underwriting, Mortgage Underwriting, Process Improvement, FHA financing, Leadership, Vendor Management, Refinance, Credit Analysis, Default, Due Diligence, USDA, Training, Consumer Lending, Portfolio Management, Credit Risk, VA loans, Finance, Management, Customer Service, Financial Risk
Education
Arizona State University 1992 — 1995
Bachelor of Science (B.S.), Communication
COUNTRY Financial® April 2015 - Present
Edward Jones November 2014 - March 2015
RCO Legal, P.S. December 2012 - October 2014
Wells Fargo August 2005 - December 2012
Wachovia, A Wells Fargo Company March 2007 - December 2008
Bank of America 2005 - 2005
First National Bank of Arizona 2002 - 2005
Skills
Risk Management, Mortgage Banking, Credit, Mortgage Lending, Loss Mitigation, Loan Origination, Mortgage Servicing, Loans, Financial Services, Residential Mortgages, Loan Servicing, Banking, FHA, Underwriting, Mortgage Underwriting, Process Improvement, FHA financing, Leadership, Vendor Management, Refinance, Credit Analysis, Default, Due Diligence, USDA, Training, Consumer Lending, Portfolio Management, Credit Risk, VA loans, Finance, Management, Customer Service, Financial Risk
Education
Arizona State University 1992 — 1995
Bachelor of Science (B.S.), Communication
Josh League's Wachovia, A Wells Fargo Company Experience November 2005 - 2006
Job Implementation Support Specialist @ Viewpointe, LLC
Industry Information Technology and Services
Experience
Viewpointe March 2014 - Present
Bank of America May 2010 - March 2014
Wells Fargo December 2008 - May 2010
IBM March 2006 - November 2008
Wachovia, A Wells Fargo Company November 2005 - 2006
Wachovia August 2004 - November 2005
Skills
Databases, Process Improvement, Servers, Security
Education
Appalachian State University 2000 — 2004
Bachelors, Information Systems
Viewpointe March 2014 - Present
Bank of America May 2010 - March 2014
Wells Fargo December 2008 - May 2010
IBM March 2006 - November 2008
Wachovia, A Wells Fargo Company November 2005 - 2006
Wachovia August 2004 - November 2005
Skills
Databases, Process Improvement, Servers, Security
Education
Appalachian State University 2000 — 2004
Bachelors, Information Systems
Laura Sanders, CMP, MBA's Wachovia, A Wells Fargo Company Experience February 2006 - September 2007
Job Lead Communications Analyst (Meeting & Events) at CareFirst BlueCross BlueShield
Industry Events Services
Experience
Federal Employee Program Operations Center at CareFirst BlueCross BlueShield February 2015 - Present
Federal Employee Program Operations Center at CareFirst BlueCross BlueShield March 2014 - February 2015
Wells Fargo September 2007 - December 2013
Wachovia, A Wells Fargo Company February 2006 - September 2007
Creations Event Management October 2004 - September 2007
Wachovia, A Wells Fargo Company May 2005 - February 2006
Skills
Customer Service, Event Planning, Marketing, Event Management, Budget, PowerPoint, Microsoft Excel, Project Management, Financial Services, Microsoft Office, Outlook, Public Speaking, Strategic Planning, Sales, File Management, Trade Shows, Meeting Planning, Hospitality, Corporate Events, Budgets, Management, Program Management, Human Resources, Team Building, Nonprofits, Fundraising, Negotiation, Community Outreach, Volunteer Management
Education
Art Institute of Pittsburgh 2009 — 2012
Associate of Science (A.S.), Web Design & Interactive Media
High Point University 2002 — 2005
Masters of Business Administration, Business Administration
Winston-Salem State University 1998 — 2002
Bachelor of Arts, Music Business Management & Merchandising
Federal Employee Program Operations Center at CareFirst BlueCross BlueShield February 2015 - Present
Federal Employee Program Operations Center at CareFirst BlueCross BlueShield March 2014 - February 2015
Wells Fargo September 2007 - December 2013
Wachovia, A Wells Fargo Company February 2006 - September 2007
Creations Event Management October 2004 - September 2007
Wachovia, A Wells Fargo Company May 2005 - February 2006
Skills
Customer Service, Event Planning, Marketing, Event Management, Budget, PowerPoint, Microsoft Excel, Project Management, Financial Services, Microsoft Office, Outlook, Public Speaking, Strategic Planning, Sales, File Management, Trade Shows, Meeting Planning, Hospitality, Corporate Events, Budgets, Management, Program Management, Human Resources, Team Building, Nonprofits, Fundraising, Negotiation, Community Outreach, Volunteer Management
Education
Art Institute of Pittsburgh 2009 — 2012
Associate of Science (A.S.), Web Design & Interactive Media
High Point University 2002 — 2005
Masters of Business Administration, Business Administration
Winston-Salem State University 1998 — 2002
Bachelor of Arts, Music Business Management & Merchandising
Katie Leeper's Wachovia, A Wells Fargo Company Experience May 2006 - October 2009
Job Change Manager at Bank of America
Industry Financial Services
Experience
Bank of America February 2014 - Present
Bank of America November 2011 - May 2013
Wells Fargo October 2009 - April 2011
Wachovia, A Wells Fargo Company May 2006 - October 2009
Wachovia, A Wells Fargo Company October 2004 - May 2006
Wachovia, A Wells Fargo Company February 2002 - October 2004
Skills
Credit, Workshop Facilitation, Finance, Banking, Credit Cards, Portfolio Management, Relationship Management, Financial Services, Credit Risk, Mortgage Lending, Risk Management, Retail Banking, Loans, Mortgage Banking, Financial Risk, Credit Analysis, Consumer Lending, Financial Analysis, Business Process, Payments, Training, Program Management, Commercial Banking
Education
Appalachian State University 1998 — 2001
•Bachelor’s of Science in Business Administration, Finance
Bank of America February 2014 - Present
Bank of America November 2011 - May 2013
Wells Fargo October 2009 - April 2011
Wachovia, A Wells Fargo Company May 2006 - October 2009
Wachovia, A Wells Fargo Company October 2004 - May 2006
Wachovia, A Wells Fargo Company February 2002 - October 2004
Skills
Credit, Workshop Facilitation, Finance, Banking, Credit Cards, Portfolio Management, Relationship Management, Financial Services, Credit Risk, Mortgage Lending, Risk Management, Retail Banking, Loans, Mortgage Banking, Financial Risk, Credit Analysis, Consumer Lending, Financial Analysis, Business Process, Payments, Training, Program Management, Commercial Banking
Education
Appalachian State University 1998 — 2001
•Bachelor’s of Science in Business Administration, Finance
James Addison's Wachovia, A Wells Fargo Company Experience October 2005 - May 2006
Job Accounting Analyst at Sherpa
Industry Staffing and Recruiting
Experience
Sherpa December 2012 - Present
Resurrection Lutheran Church July 2010 - Present
Dialog Telecommunications November 2011 - November 2012
PAETEC March 2011 - November 2011
Harris Teeter January 2006 - May 2011
Wachovia, A Wells Fargo Company October 2005 - May 2006
Skills
Oracle Applications, Oracle Discoverer, Excel, Access, Accounting, Accounts Payable, General Ledger, Account Reconciliation, Financial Reporting, Financial Analysis, Outlook, Microsoft Word, Accounts Receivable, Microsoft Office, QuickBooks, Microsoft Excel, Team Building
Education
University of North Carolina at Charlotte 2009 — 2009
BSBA, Accounting
University of Phoenix 2008 — 2008
Accounting
Appalachian State University 2001 — 2005
BSBA, Marketing
Sherpa December 2012 - Present
Resurrection Lutheran Church July 2010 - Present
Dialog Telecommunications November 2011 - November 2012
PAETEC March 2011 - November 2011
Harris Teeter January 2006 - May 2011
Wachovia, A Wells Fargo Company October 2005 - May 2006
Skills
Oracle Applications, Oracle Discoverer, Excel, Access, Accounting, Accounts Payable, General Ledger, Account Reconciliation, Financial Reporting, Financial Analysis, Outlook, Microsoft Word, Accounts Receivable, Microsoft Office, QuickBooks, Microsoft Excel, Team Building
Education
University of North Carolina at Charlotte 2009 — 2009
BSBA, Accounting
University of Phoenix 2008 — 2008
Accounting
Appalachian State University 2001 — 2005
BSBA, Marketing
Emily Kohler's Wachovia, A Wells Fargo Company Experience February 2009 - February 2010
Job KYC/EDD Operations Project Manager
Industry Financial Services
Experience
Citi May 2013 - Present
Citi June 2012 - May 2013
Wells Fargo Bank February 2010 - May 2012
Wachovia, A Wells Fargo Company February 2009 - February 2010
Wachovia, A Wells Fargo Company January 2008 - January 2009
Wachovia, A Wells Fargo Company September 2007 - December 2007
Sephora August 2005 - September 2007
Skills
AML, OFAC, Bank Secrecy Act, USA PATRIOT Act, Due Diligence, Investigation, KYC, Analysis, Internal Audit, Risk Management, Finance, Operational Risk..., Management, Operational Risk, Financial Risk, Risk Assessment, Financial Services, Access, Fraud, Banking, Anti Money Laundering, Credit Cards, Retail Banking, Credit Risk, Software Documentation, Project Management, Credit, Loans, Fraud Detection, Mortgage Lending, Regulations
Education
Appalachian State University 2002 — 2005
B.S., Music Industry Studies / Business
Providence Senior High School 1996 — 2000
High School Diploma
Citi May 2013 - Present
Citi June 2012 - May 2013
Wells Fargo Bank February 2010 - May 2012
Wachovia, A Wells Fargo Company February 2009 - February 2010
Wachovia, A Wells Fargo Company January 2008 - January 2009
Wachovia, A Wells Fargo Company September 2007 - December 2007
Sephora August 2005 - September 2007
Skills
AML, OFAC, Bank Secrecy Act, USA PATRIOT Act, Due Diligence, Investigation, KYC, Analysis, Internal Audit, Risk Management, Finance, Operational Risk..., Management, Operational Risk, Financial Risk, Risk Assessment, Financial Services, Access, Fraud, Banking, Anti Money Laundering, Credit Cards, Retail Banking, Credit Risk, Software Documentation, Project Management, Credit, Loans, Fraud Detection, Mortgage Lending, Regulations
Education
Appalachian State University 2002 — 2005
B.S., Music Industry Studies / Business
Providence Senior High School 1996 — 2000
High School Diploma
Don Chunn's Wachovia, A Wells Fargo Company Experience 2004 - 2006
Job Business Consulltant at Wells Fargo
Industry Higher Education
Experience
Wells Fargo June 2013 - Present
Rowan Cabarrus Community College November 2011 - June 2013
Chick-fil-A May 2009 - September 2010
Hewitt Associates 2006 - 2009
Wachovia, A Wells Fargo Company 2004 - 2006
Wachovia, A Wells Fargo Company 1999 - 2004
Skills
Strategic Financial..., Credit, Finance, Leadership, Human Resources, Payroll, Options, Income Statement, Banking, Financial Analysis, Performance Management, Coaching, Project Management, Insurance, Analysis, Process Improvement, Project Planning, Customer Service, Management
Education
Appalachian State University 1975 — 1985
BSBA, Real Estate
Wells Fargo June 2013 - Present
Rowan Cabarrus Community College November 2011 - June 2013
Chick-fil-A May 2009 - September 2010
Hewitt Associates 2006 - 2009
Wachovia, A Wells Fargo Company 2004 - 2006
Wachovia, A Wells Fargo Company 1999 - 2004
Skills
Strategic Financial..., Credit, Finance, Leadership, Human Resources, Payroll, Options, Income Statement, Banking, Financial Analysis, Performance Management, Coaching, Project Management, Insurance, Analysis, Process Improvement, Project Planning, Customer Service, Management
Education
Appalachian State University 1975 — 1985
BSBA, Real Estate
April Holland's Wachovia, A Wells Fargo Company Experience September 2003 - September 2008
Job VP, Global Product Manager
Industry Banking
Experience
Wells Fargo January 2012 - Present
Wells Fargo May 2009 - December 2010
Wells Fargo September 2008 - May 2009
Wachovia, A Wells Fargo Company September 2003 - September 2008
Aon Consulting July 2002 - September 2003
Skills
Business Analysis, Marketing Strategy, Banking, Account Management, Business Development, Financial Analysis, New Business Development, Process Improvement, Product Management, Project Management, Risk Management, Sales Management, Strategic Planning, Vendor Management, Financial Services, Management, SDLC, Program Management
Education
Appalachian State University 1998 — 2002
BSBA, Information Systems
Wells Fargo January 2012 - Present
Wells Fargo May 2009 - December 2010
Wells Fargo September 2008 - May 2009
Wachovia, A Wells Fargo Company September 2003 - September 2008
Aon Consulting July 2002 - September 2003
Skills
Business Analysis, Marketing Strategy, Banking, Account Management, Business Development, Financial Analysis, New Business Development, Process Improvement, Product Management, Project Management, Risk Management, Sales Management, Strategic Planning, Vendor Management, Financial Services, Management, SDLC, Program Management
Education
Appalachian State University 1998 — 2002
BSBA, Information Systems
Bonnie L.. Naas, CTFA's Wachovia, A Wells Fargo Company Experience March 1996 - March 2008
Job Board Member and Consultant
Industry Investment Management
Experience
High Point Bank and Trust November 2007 - December 2013
Wachovia, A Wells Fargo Company March 1996 - March 2008
Michigan National Bank 1990 - 1996
Skills
Estate Planning, Portfolio Management, Retirement, Strategic Financial..., Wealth Management, Investment Advisory, Investments, Financial Advisory, High Net Worth..., Wealth, Series 7, Small Business, Trusts, Investment Management, Wealth Management..., Asset Allocation, Investment Strategies, Financial Planners, Securities, Trust Services, Mutual Funds, Asset Management
Education
Aquinas College 1985 — 1986
Bachelor of Arts, Liberal Arts
Western Illinois University
Education Major
High Point Bank and Trust November 2007 - December 2013
Wachovia, A Wells Fargo Company March 1996 - March 2008
Michigan National Bank 1990 - 1996
Skills
Estate Planning, Portfolio Management, Retirement, Strategic Financial..., Wealth Management, Investment Advisory, Investments, Financial Advisory, High Net Worth..., Wealth, Series 7, Small Business, Trusts, Investment Management, Wealth Management..., Asset Allocation, Investment Strategies, Financial Planners, Securities, Trust Services, Mutual Funds, Asset Management
Education
Aquinas College 1985 — 1986
Bachelor of Arts, Liberal Arts
Western Illinois University
Education Major
Jeff Canipe's Wachovia, A Wells Fargo Company Experience May 1995 - April 2001
Job Technical architect and Development lead in Enterprise Content Management at Wells Fargo
Industry Banking
Experience
Wells Fargo 2001 - Present
Wachovia, A Wells Fargo Company May 1995 - April 2001
First Union National Bank December 1983 - May 1995
Skills
MVS, Integration, Web Services, Websphere, Enterprise Architecture, SDLC, SOA, Java, EJB, Enterprise Software, Mainframe, Visio, WebSphere MQ, Data Warehousing, WebSphere
Education
Appalachian State University 1980 — 1983
BS, Computer Science. Minor Mathematics
Wells Fargo 2001 - Present
Wachovia, A Wells Fargo Company May 1995 - April 2001
First Union National Bank December 1983 - May 1995
Skills
MVS, Integration, Web Services, Websphere, Enterprise Architecture, SDLC, SOA, Java, EJB, Enterprise Software, Mainframe, Visio, WebSphere MQ, Data Warehousing, WebSphere
Education
Appalachian State University 1980 — 1983
BS, Computer Science. Minor Mathematics
Rod FormyDuval's Wachovia, A Wells Fargo Company Experience 2003 - 2009
Job Consultant, Operations & Technology Merger Integration at CommunityOne Bancorp
Industry Financial Services
Experience
CommunityOne Bancorp November 2011 - Present
Wells Fargo July 2009 - October 2011
Wachovia, A Wells Fargo Company 2003 - 2009
Wachovia February 2002 - August 2003
First Union National Bank 1997 - 2002
First Union National Bank 1994 - 1997
First Union National Bank 1985 - 1994
Skills
Management, Change Management, Vendor Management, Mergers & Acquisitions, Team Leadership, Banking, Financial Services, Cash Management, Risk Management, Leadership, Program Management, Treasury Management, Process Improvement, Commercial Banking, Finance, Six Sigma, Project Planning, Relationship Management, Budgets, Analysis, Operational Risk..., Business Analysis, Business Process..., Portfolio Management, Financial Analysis, Financial Risk, Retail Banking, Operational Risk, Commercial Lending, Payments, Executive Management, Consumer Lending, Credit Cards, ACH
Education
Appalachian State University
B.S., Business Administration
University of Wisconsin-Madison
BAI School of Banking - Bank Operations
CommunityOne Bancorp November 2011 - Present
Wells Fargo July 2009 - October 2011
Wachovia, A Wells Fargo Company 2003 - 2009
Wachovia February 2002 - August 2003
First Union National Bank 1997 - 2002
First Union National Bank 1994 - 1997
First Union National Bank 1985 - 1994
Skills
Management, Change Management, Vendor Management, Mergers & Acquisitions, Team Leadership, Banking, Financial Services, Cash Management, Risk Management, Leadership, Program Management, Treasury Management, Process Improvement, Commercial Banking, Finance, Six Sigma, Project Planning, Relationship Management, Budgets, Analysis, Operational Risk..., Business Analysis, Business Process..., Portfolio Management, Financial Analysis, Financial Risk, Retail Banking, Operational Risk, Commercial Lending, Payments, Executive Management, Consumer Lending, Credit Cards, ACH
Education
Appalachian State University
B.S., Business Administration
University of Wisconsin-Madison
BAI School of Banking - Bank Operations
Joseph McCumbee's Wachovia, A Wells Fargo Company Experience September 1997 - December 2007
Job TBA
Industry Information Technology and Services
Experience
Piedmont Aviation Components Services February 2013 - Present
IT Works 2011 - 2014
Bank of America May 2008 - June 2009
Wachovia, A Wells Fargo Company September 1997 - December 2007
Skills
Servers, VMware, Windows Server, Active Directory, Disaster Recovery, Help Desk Support, Troubleshooting, Laptops, SDLC, Windows, Enterprise Architecture, Cluster, Technical Support, HP, Microsoft Exchange, VMware ESX, Virtualization, BMC Remedy, Microsoft SQL Server, Operating Systems
Education
University of North Carolina at Charlotte 1993 — 1996
Criminal Justice and Computer Science
Appalachian State University 1991 — 1993
Music
Piedmont Aviation Components Services February 2013 - Present
IT Works 2011 - 2014
Bank of America May 2008 - June 2009
Wachovia, A Wells Fargo Company September 1997 - December 2007
Skills
Servers, VMware, Windows Server, Active Directory, Disaster Recovery, Help Desk Support, Troubleshooting, Laptops, SDLC, Windows, Enterprise Architecture, Cluster, Technical Support, HP, Microsoft Exchange, VMware ESX, Virtualization, BMC Remedy, Microsoft SQL Server, Operating Systems
Education
University of North Carolina at Charlotte 1993 — 1996
Criminal Justice and Computer Science
Appalachian State University 1991 — 1993
Music
Brandy Solomon Scott's Wachovia, A Wells Fargo Company Experience 2000 - 2004
Job Marketing Specialist at TeleHealth Services
Industry Design
Experience
TeleHealth Services November 2009 - Present
ForrestPerkins March 2007 - May 2009
IBB Design Group 2006 - 2007
Wachovia, A Wells Fargo Company 2000 - 2004
Education
Art Institute of Dallas 2007 — 2008
BFA, Interior Design
Savannah College of Art and Design 2004 — 2005
Interior Design
North Carolina State University - College of Management 1996 — 2000
BS, Business Management
TeleHealth Services November 2009 - Present
ForrestPerkins March 2007 - May 2009
IBB Design Group 2006 - 2007
Wachovia, A Wells Fargo Company 2000 - 2004
Education
Art Institute of Dallas 2007 — 2008
BFA, Interior Design
Savannah College of Art and Design 2004 — 2005
Interior Design
North Carolina State University - College of Management 1996 — 2000
BS, Business Management
Sherry Dewane's Wachovia, A Wells Fargo Company Experience April 2008 - June 2009
Job Wealth Advisor
Industry Financial Services
Experience
Wells Fargo Bank June 2009 - Present
Wachovia, A Wells Fargo Company April 2008 - June 2009
Skills
Wealth Management, Investment Advisory, Asset Allocation, Loans, Investment Strategies, Wealth Management..., Series 7, Credit, Investment Management, Strategic Financial..., Investments, Retirement Planning, Estate Planning, Portfolio Management, Securities, Mutual Funds, Alternative Investments, Series 63
Education
Arizona State University 1984 — 1987
Bachelor of Arts
Wells Fargo Bank June 2009 - Present
Wachovia, A Wells Fargo Company April 2008 - June 2009
Skills
Wealth Management, Investment Advisory, Asset Allocation, Loans, Investment Strategies, Wealth Management..., Series 7, Credit, Investment Management, Strategic Financial..., Investments, Retirement Planning, Estate Planning, Portfolio Management, Securities, Mutual Funds, Alternative Investments, Series 63
Education
Arizona State University 1984 — 1987
Bachelor of Arts
Keith Huffstetler's Wachovia, A Wells Fargo Company Experience September 2012 - Present
Job Retired
Industry Information Technology and Services
Experience
Wachovia, A Wells Fargo Company September 2012 - Present
Wachovia Bank 1996 - Present
Wells Fargo April 1996 - August 2012
Sara Lee 1979 - 1996
Sara Lee Direct 1979 - 1996
Hanesbrands Inc. 1979 - 1996
Skills
SDLC, Mainframe, Business Analysis, Requirements Gathering, PMO, Cross-functional Team..., Vendor Management, Enterprise Architecture, PMP, IT Management, Integration, Data Warehousing, Visio, Process Improvement, IT Strategy, Project Management, Software Project..., Project Portfolio..., Requirements Analysis, Resource Management, Change Management, Disaster Recovery, Program Management
Education
The University of Georgia 1973 — 1977
Mathematics
Appalachian State University 1970 — 1971
MA, Mathematics
Appalachian State University 1966 — 1968
BS, Mathematics
Gaston College 1964 — 1966
A.A.
Wachovia, A Wells Fargo Company September 2012 - Present
Wachovia Bank 1996 - Present
Wells Fargo April 1996 - August 2012
Sara Lee 1979 - 1996
Sara Lee Direct 1979 - 1996
Hanesbrands Inc. 1979 - 1996
Skills
SDLC, Mainframe, Business Analysis, Requirements Gathering, PMO, Cross-functional Team..., Vendor Management, Enterprise Architecture, PMP, IT Management, Integration, Data Warehousing, Visio, Process Improvement, IT Strategy, Project Management, Software Project..., Project Portfolio..., Requirements Analysis, Resource Management, Change Management, Disaster Recovery, Program Management
Education
The University of Georgia 1973 — 1977
Mathematics
Appalachian State University 1970 — 1971
MA, Mathematics
Appalachian State University 1966 — 1968
BS, Mathematics
Gaston College 1964 — 1966
A.A.
Jonathan Hoke's Wachovia, A Wells Fargo Company Experience January 2009 - May 2010
Job Network Analyst, Key Channels & Application Monitoring, and Incident Management @ BB&T
Industry Information Technology and Services
Experience
BB&T May 2010 - Present
Wachovia, A Wells Fargo Company January 2009 - May 2010
Wachovia, A Wells Fargo Company March 1998 - December 2008
Wachovia Bank March 1997 - March 1998
Wachovia Bank December 1996 - March 1997
GMAC Insurance January 1995 - December 1996
Skills
Cisco Technologies, Troubleshooting, Networking, Switches, Vendor Management, Telecommunications, Data Center, VoIP, Process Improvement, Network Security, Information Technology, Incident Management, Management, WAN, IT Management, IT Service Management, System Administration, Network Monitoring Tools, Remote Monitoring, System Monitoring, Environmental Monitoring, Cisco Call Manager, Frame Relay, MPLS Networking, LAN-WAN, Threat Management
Education
Winston-Salem State University 1994 — 1996
Computer Information Systems, Information Systems, Information Technology, Business, Management
Appalachian State University 1990 — 1993
BS in MIS, Business, Information Systems, Information Technology
BB&T May 2010 - Present
Wachovia, A Wells Fargo Company January 2009 - May 2010
Wachovia, A Wells Fargo Company March 1998 - December 2008
Wachovia Bank March 1997 - March 1998
Wachovia Bank December 1996 - March 1997
GMAC Insurance January 1995 - December 1996
Skills
Cisco Technologies, Troubleshooting, Networking, Switches, Vendor Management, Telecommunications, Data Center, VoIP, Process Improvement, Network Security, Information Technology, Incident Management, Management, WAN, IT Management, IT Service Management, System Administration, Network Monitoring Tools, Remote Monitoring, System Monitoring, Environmental Monitoring, Cisco Call Manager, Frame Relay, MPLS Networking, LAN-WAN, Threat Management
Education
Winston-Salem State University 1994 — 1996
Computer Information Systems, Information Systems, Information Technology, Business, Management
Appalachian State University 1990 — 1993
BS in MIS, Business, Information Systems, Information Technology
Robyn Boughal's Wachovia, A Wells Fargo Company Experience July 2004 - May 2007
Job Service Leader at Wachovia Bank N.A.
Industry Banking
Experience
Wachovia Bank N.A. April 1998 - Present
wachovia 2007 - 2009
Wachovia, A Wells Fargo Company July 2004 - May 2007
Education
Art Institute of Pittsburgh 1983 — 1985
Associates, Photography/Multi-media
Wachovia Bank N.A. April 1998 - Present
wachovia 2007 - 2009
Wachovia, A Wells Fargo Company July 2004 - May 2007
Education
Art Institute of Pittsburgh 1983 — 1985
Associates, Photography/Multi-media
James Hinkle's Wachovia, A Wells Fargo Company Experience Systems EngineerBank of AmericaMarch 1997 - September 1999
Job Systems Engineer AVP at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company Systems EngineerBank of AmericaMarch 1997 - September 1999
Belk December 1994 - March 1997
Skills
SharePoint
Education
Appalachian State University
BSBA, Information Technology
Wachovia, A Wells Fargo Company Systems EngineerBank of AmericaMarch 1997 - September 1999
Belk December 1994 - March 1997
Skills
SharePoint
Education
Appalachian State University
BSBA, Information Technology
Kimberly Critzer's Wachovia, A Wells Fargo Company Experience December 1990 - February 2008
Job Post Secondary Education
Industry Higher Education
Experience
Formerly - Wilkes Community College August 2006 - February 2012
Wachovia, A Wells Fargo Company December 1990 - February 2008
Education
Appalachian State University 2006 — 2009
Masters, Higher Education / Adult Education
Gardner-Webb University 2004 — 2006
Bachelor of Science, Human Services
Wilkes Community College
College Transfer, Human Services
Formerly - Wilkes Community College August 2006 - February 2012
Wachovia, A Wells Fargo Company December 1990 - February 2008
Education
Appalachian State University 2006 — 2009
Masters, Higher Education / Adult Education
Gardner-Webb University 2004 — 2006
Bachelor of Science, Human Services
Wilkes Community College
College Transfer, Human Services
David Feezor's Wachovia, A Wells Fargo Company Experience October 2009 - December 2011
Job VP, Team Mgr, Development Lead at Bank of America
Industry Information Technology and Services
Experience
Bank of America May 2012 - Present
Signature Consultants February 2012 - April 2012
Lowes January 2012 - February 2012
hiSoft (f.k.a. NouvEON) October 2009 - February 2012
Wachovia, A Wells Fargo Company October 2009 - December 2011
T-Metrics, Inc. October 2002 - October 2009
Skills
C#, VB.NET, .NET, Visual Studio, Object Oriented Design, SQL, Java, JavaScript, Visual C++, ASP.NET, ASP, Visual Basic, AJAX, XML, Enterprise Library, Distributed Development, SharePoint Designer, SharePoint, Windows, Windows Server
Education
Appalachian State University 1998 — 2002
BS, Computer Science
Bank of America May 2012 - Present
Signature Consultants February 2012 - April 2012
Lowes January 2012 - February 2012
hiSoft (f.k.a. NouvEON) October 2009 - February 2012
Wachovia, A Wells Fargo Company October 2009 - December 2011
T-Metrics, Inc. October 2002 - October 2009
Skills
C#, VB.NET, .NET, Visual Studio, Object Oriented Design, SQL, Java, JavaScript, Visual C++, ASP.NET, ASP, Visual Basic, AJAX, XML, Enterprise Library, Distributed Development, SharePoint Designer, SharePoint, Windows, Windows Server
Education
Appalachian State University 1998 — 2002
BS, Computer Science
Christina Garrou's Wachovia, A Wells Fargo Company Experience July 2008 - January 2009
Job Manager, Custom Stationery Designer at Ashleigh's Fine Paper
Industry Events Services
Experience
Ashleigh's Fine Paper May 2009 - August 2010
Wachovia, A Wells Fargo Company July 2008 - January 2009
Bath & Body Works March 2006 - June 2008
Education
Appalachian State University 2003 — 2007
BSBA, Hospitality & Tourism Management
Ashleigh's Fine Paper May 2009 - August 2010
Wachovia, A Wells Fargo Company July 2008 - January 2009
Bath & Body Works March 2006 - June 2008
Education
Appalachian State University 2003 — 2007
BSBA, Hospitality & Tourism Management
Bradley Faggart's Wachovia, A Wells Fargo Company Experience June 2010 - May 2011
Job Personal Banker at Bank of North Carolina
Industry Banking
Experience
Bank of North Carolina February 2012 - Present
Wells Fargo May 2011 - February 2012
Wachovia, A Wells Fargo Company June 2010 - May 2011
Wachovia, A Wells Fargo Company September 2008 - June 2010
maurices December 2007 - September 2008
Pacific Sunwear March 2007 - December 2007
maurices September 2002 - March 2007
Skills
Banking, Credit, Customer Service, Loans, Financial Analysis, Microsoft Office, Retail Banking, Finance, Risk Management, Commercial Banking, Mortgage Lending, Consumer Lending, Credit Analysis
Education
Appalachian State University 2002 — 2006
South Rowan High School 1997 — 2001
Bank of North Carolina February 2012 - Present
Wells Fargo May 2011 - February 2012
Wachovia, A Wells Fargo Company June 2010 - May 2011
Wachovia, A Wells Fargo Company September 2008 - June 2010
maurices December 2007 - September 2008
Pacific Sunwear March 2007 - December 2007
maurices September 2002 - March 2007
Skills
Banking, Credit, Customer Service, Loans, Financial Analysis, Microsoft Office, Retail Banking, Finance, Risk Management, Commercial Banking, Mortgage Lending, Consumer Lending, Credit Analysis
Education
Appalachian State University 2002 — 2006
South Rowan High School 1997 — 2001
Ronny Huitt's Wachovia, A Wells Fargo Company Experience 2001 - Present
Job Linux System Administrator at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company 2001 - Present
Skills
AIX, Capacity Planning, Call Center, Business Analysis, BMC Remedy, BMC Patrol, Cluster, Csh, Customer Service, Data Center, Disaster Recovery, FTP, Enterprise Architecture, Autosys, Active Directory, IBM Tivoli, HP Servers, Grid Computing, Integration, Ksh, Microsoft Word, Microsoft Office 2007, Netbackup, Netcool, Process Improvement, Red Hat Linux, RedHat, Risk Management, SAN, Security, Servers, SharePoint, Singing, Software Documentation, Solaris, Unix, VMware, Troubleshooting, Team Building, Veritas Volume Manager, Virtualization, System Administration, Veritas, Microsoft Excel, Leadership, LDAP, Microsoft Office, NetBackup, ITIL, Kickstart
Education
Appalachian State University 1995 — 2000
BA, Computer Information Systems, Communication Advertising
Wachovia, A Wells Fargo Company 2001 - Present
Skills
AIX, Capacity Planning, Call Center, Business Analysis, BMC Remedy, BMC Patrol, Cluster, Csh, Customer Service, Data Center, Disaster Recovery, FTP, Enterprise Architecture, Autosys, Active Directory, IBM Tivoli, HP Servers, Grid Computing, Integration, Ksh, Microsoft Word, Microsoft Office 2007, Netbackup, Netcool, Process Improvement, Red Hat Linux, RedHat, Risk Management, SAN, Security, Servers, SharePoint, Singing, Software Documentation, Solaris, Unix, VMware, Troubleshooting, Team Building, Veritas Volume Manager, Virtualization, System Administration, Veritas, Microsoft Excel, Leadership, LDAP, Microsoft Office, NetBackup, ITIL, Kickstart
Education
Appalachian State University 1995 — 2000
BA, Computer Information Systems, Communication Advertising
Bradley Burgess's Wachovia, A Wells Fargo Company Experience July 2009 - July 2010
Job Business Account Executive, Verizon Wireless
Industry Telecommunications
Experience
Verizon Wireless February 2013 - Present
Wachovia, A Wells Fargo Company July 2009 - July 2010
World Camp May 2009 - August 2009
J.Crew August 2007 - November 2008
World Camp April 2008 - August 2008
U.S. Army May 2002 - August 2006
Skills
Sales Management, Retail Sales, Business Sale, Business Analysis, Leadership, Management
Education
Appalachian State University 2006 — 2009
BA, Political Science
Verizon Wireless February 2013 - Present
Wachovia, A Wells Fargo Company July 2009 - July 2010
World Camp May 2009 - August 2009
J.Crew August 2007 - November 2008
World Camp April 2008 - August 2008
U.S. Army May 2002 - August 2006
Skills
Sales Management, Retail Sales, Business Sale, Business Analysis, Leadership, Management
Education
Appalachian State University 2006 — 2009
BA, Political Science
Allison Massie's Wachovia, A Wells Fargo Company Experience November 2009 - January 2014
Job Operational Risk Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2014 - Present
Wachovia, A Wells Fargo Company November 2009 - January 2014
Wachovia, A Wells Fargo Company January 2008 - November 2009
Wachovia, A Wells Fargo Company January 2006 - December 2007
K5 Graphic Design February 2005 - December 2005
Source4 December 2003 - February 2005
Skills
Excel, Business Analysis, Customer Service, Banking, Process Improvement, Change Management, PowerPoint, Outlook, Word, Data Analysis, SharePoint, Capital Markets, Quality Assurance, Direct Mail, Problem Solving, Analysis, Microsoft Office, Documentation, Vendor Management, Visio, SDLC, Customer Relations, MS Project, Requirements Gathering, Business Requirements, Business Process..., Team Leadership, Business Process, Requirements Analysis, Project Planning, User Acceptance Testing, MS Office Suite, Software Documentation, Microsoft Excel, PMO, Access, Project Management, Financial Services, Microsoft Word
Education
University of North Carolina at Charlotte - Belk College of Business 2002 — 2004
Bachelor's degree, Marketing
Guilford Technical Community College 2001 — 2002
Associates, Business Administration
University of North Carolina at Greensboro 2000 — 2001
Appalachian State University 1999 — 2000
Wells Fargo January 2014 - Present
Wachovia, A Wells Fargo Company November 2009 - January 2014
Wachovia, A Wells Fargo Company January 2008 - November 2009
Wachovia, A Wells Fargo Company January 2006 - December 2007
K5 Graphic Design February 2005 - December 2005
Source4 December 2003 - February 2005
Skills
Excel, Business Analysis, Customer Service, Banking, Process Improvement, Change Management, PowerPoint, Outlook, Word, Data Analysis, SharePoint, Capital Markets, Quality Assurance, Direct Mail, Problem Solving, Analysis, Microsoft Office, Documentation, Vendor Management, Visio, SDLC, Customer Relations, MS Project, Requirements Gathering, Business Requirements, Business Process..., Team Leadership, Business Process, Requirements Analysis, Project Planning, User Acceptance Testing, MS Office Suite, Software Documentation, Microsoft Excel, PMO, Access, Project Management, Financial Services, Microsoft Word
Education
University of North Carolina at Charlotte - Belk College of Business 2002 — 2004
Bachelor's degree, Marketing
Guilford Technical Community College 2001 — 2002
Associates, Business Administration
University of North Carolina at Greensboro 2000 — 2001
Appalachian State University 1999 — 2000
Joyce Birmingham's Wachovia, A Wells Fargo Company Experience February 2010 - July 2011
Job Project Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo October 2014 - Present
Novant Health July 2013 - October 2014
Novant Health December 2012 - July 2013
Wachovia, A Wells Fargo Company February 2010 - July 2011
Wachovia, A Wells Fargo Company April 2004 - October 2009
Wachovia, A Wells Fargo Company August 1988 - March 2004
Skills
Project Management, Integration, Leadership, Healthcare, Hardware, Management, Access, Training, Visio, Process Improvement, Vendor Management, Software Documentation, Data Center, Quality Assurance, Program Management, Troubleshooting
Education
Appalachian State University 1984 — 1988
BSBA, Information Systems
Forsyth Technical Community College 2011 — 2013
Associate's degree, Magnetic Resonance Imaging (MRI) Technology/Technician
Wells Fargo October 2014 - Present
Novant Health July 2013 - October 2014
Novant Health December 2012 - July 2013
Wachovia, A Wells Fargo Company February 2010 - July 2011
Wachovia, A Wells Fargo Company April 2004 - October 2009
Wachovia, A Wells Fargo Company August 1988 - March 2004
Skills
Project Management, Integration, Leadership, Healthcare, Hardware, Management, Access, Training, Visio, Process Improvement, Vendor Management, Software Documentation, Data Center, Quality Assurance, Program Management, Troubleshooting
Education
Appalachian State University 1984 — 1988
BSBA, Information Systems
Forsyth Technical Community College 2011 — 2013
Associate's degree, Magnetic Resonance Imaging (MRI) Technology/Technician
Timothy Olmen's Wachovia, A Wells Fargo Company Experience 2008 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
LPL Financial October 2010 - August 2011
Wachovia, A Wells Fargo Company 2008 - 2010
E*TRADE Financial 2005 - 2008
Skills
AML, Fraud, Banking, Analysis, Financial Services, Investigation, Security, Fraud Detection, FINRA
Education
Duke University 2005 — 2006
Post Baccalaureate Certificate, Paralegal Studies
Georgia State University 1979 — 1984
Graduate Study, Education
Asbury University 1974 — 1978
BA, Psychology
LPL Financial October 2010 - August 2011
Wachovia, A Wells Fargo Company 2008 - 2010
E*TRADE Financial 2005 - 2008
Skills
AML, Fraud, Banking, Analysis, Financial Services, Investigation, Security, Fraud Detection, FINRA
Education
Duke University 2005 — 2006
Post Baccalaureate Certificate, Paralegal Studies
Georgia State University 1979 — 1984
Graduate Study, Education
Asbury University 1974 — 1978
BA, Psychology
Brent Dettloff's Wachovia, A Wells Fargo Company Experience May 1998 - July 2010
Job Consulting Enterprise DBA at CarsonDellosa Publishing, LLC
Industry Health, Wellness and Fitness
Experience
Carson-Dellosa Publishing, LLC October 2013 - Present
Forsyth Technical Community College August 2009 - Present
Cone Health System March 2011 - October 2013
Wachovia, A Wells Fargo Company May 1998 - July 2010
Source Healthcare Analytics 1987 - 1998
First Interstate Bank January 1972 - January 1987
Skills
SQL Server, Access, Sybase, Informix, MySQL, DB2, SQL, Database Design, Technical Support, Oracle, Business Intelligence, Microsoft SQL Server, Database Administration, Performance Tuning, Databases, Data Warehousing, SQL Tuning, System Administration, Relational Databases, Software Documentation, Problem Management, SDLC, Data Modeling, Windows, Programming, ETL, Visual Studio, ASP.NET, COBOL, Unix, Unix Shell Scripting, Disaster Recovery, Business Analysis, Management, Software Development, Systems Analysis, Configuration Management, Operating Systems
Education
Mesa Community College 1975 — 1986
Computers
Arizona State University 1975 — 1976
Post-Graduate studies, Russian, German, Old Norse
Arizona State University 1971 — 1975
BA, Major English, dual Minors Russian, German
Carson-Dellosa Publishing, LLC October 2013 - Present
Forsyth Technical Community College August 2009 - Present
Cone Health System March 2011 - October 2013
Wachovia, A Wells Fargo Company May 1998 - July 2010
Source Healthcare Analytics 1987 - 1998
First Interstate Bank January 1972 - January 1987
Skills
SQL Server, Access, Sybase, Informix, MySQL, DB2, SQL, Database Design, Technical Support, Oracle, Business Intelligence, Microsoft SQL Server, Database Administration, Performance Tuning, Databases, Data Warehousing, SQL Tuning, System Administration, Relational Databases, Software Documentation, Problem Management, SDLC, Data Modeling, Windows, Programming, ETL, Visual Studio, ASP.NET, COBOL, Unix, Unix Shell Scripting, Disaster Recovery, Business Analysis, Management, Software Development, Systems Analysis, Configuration Management, Operating Systems
Education
Mesa Community College 1975 — 1986
Computers
Arizona State University 1975 — 1976
Post-Graduate studies, Russian, German, Old Norse
Arizona State University 1971 — 1975
BA, Major English, dual Minors Russian, German
Kendra Ward's Wachovia, A Wells Fargo Company Experience November 2006 - October 2008
Job Accounting Lead at Duke Energy Corporation
Industry Accounting
Experience
Duke Energy Corporation May 2013 - Present
CB&I December 2010 - Present
Cherry, Bekaert & Holland November 2008 - December 2010
Wachovia, A Wells Fargo Company November 2006 - October 2008
TIAA-CREF July 2006 - November 2006
Cherry, Bekaert & Holland January 2004 - July 2006
Skills
Accounting, Financial Reporting, Auditing, SEC reporting, gaap, GAAP, CPA, Financial Accounting, Monthly Close Process, Interest Rate..., MD&A, Technical Accounting..., 10Q, Deadline Oriented, Microsoft Word, Microsoft Excel, Pivot Tables, Vlookup, Journal Entries, G/L Reconciliations, JD Edwards, Cognos, Essbase, Internal Controls, SEC filings
Education
Appalachian State University 2002 — 2003
Masters, Accounting
University of North Carolina at Chapel Hill 1997 — 2001
BA, Economics, Political Science
Duke Energy Corporation May 2013 - Present
CB&I December 2010 - Present
Cherry, Bekaert & Holland November 2008 - December 2010
Wachovia, A Wells Fargo Company November 2006 - October 2008
TIAA-CREF July 2006 - November 2006
Cherry, Bekaert & Holland January 2004 - July 2006
Skills
Accounting, Financial Reporting, Auditing, SEC reporting, gaap, GAAP, CPA, Financial Accounting, Monthly Close Process, Interest Rate..., MD&A, Technical Accounting..., 10Q, Deadline Oriented, Microsoft Word, Microsoft Excel, Pivot Tables, Vlookup, Journal Entries, G/L Reconciliations, JD Edwards, Cognos, Essbase, Internal Controls, SEC filings
Education
Appalachian State University 2002 — 2003
Masters, Accounting
University of North Carolina at Chapel Hill 1997 — 2001
BA, Economics, Political Science
Sara Klumpp's Wachovia, A Wells Fargo Company Experience December 2010 - August 2014
Job Financial Crimes Specialist at Wells Fargo
Industry Consumer Services
Experience
Wells Fargo August 2014 - Present
Wachovia, A Wells Fargo Company December 2010 - August 2014
Sara Klumpp 2007 - 2014
HealthXpressions,Inc January 2007 - August 2010
Starbucks Coffee Company 2004 - 2005
Northwestern Mutual Financial Network 2003 - 2005
IBIS INC. 1992 - 2003
Skills
Leadership, Sales, Time Management, Retail, Customer Satisfaction, Training, Marketing, Management, Customer Service, Coaching, CRM, Public Relations, Merchandising, Customer Retention, Sales Management, Team Building, Leadership Development, Sales Process, Research, Product Development, Operations Management, Process Improvement, Sales Presentations, Data Entry, Forecasting, New Business Development, Social Networking, Negotiation, Strategy, Business Development, Sales Operations, Event Planning, Selling, Microsoft Excel, Team Leadership, Contract Negotiation, Microsoft Word, Recruiting, Project Management, Account Management, Project Planning
Education
Appalachian State University
Bachelor of Arts (B.A.), English Language and Literature, General
Montreat College
Associate of Science (A.S.), Biology
East Mecklenburg High School 1984 — 1988
Wells Fargo August 2014 - Present
Wachovia, A Wells Fargo Company December 2010 - August 2014
Sara Klumpp 2007 - 2014
HealthXpressions,Inc January 2007 - August 2010
Starbucks Coffee Company 2004 - 2005
Northwestern Mutual Financial Network 2003 - 2005
IBIS INC. 1992 - 2003
Skills
Leadership, Sales, Time Management, Retail, Customer Satisfaction, Training, Marketing, Management, Customer Service, Coaching, CRM, Public Relations, Merchandising, Customer Retention, Sales Management, Team Building, Leadership Development, Sales Process, Research, Product Development, Operations Management, Process Improvement, Sales Presentations, Data Entry, Forecasting, New Business Development, Social Networking, Negotiation, Strategy, Business Development, Sales Operations, Event Planning, Selling, Microsoft Excel, Team Leadership, Contract Negotiation, Microsoft Word, Recruiting, Project Management, Account Management, Project Planning
Education
Appalachian State University
Bachelor of Arts (B.A.), English Language and Literature, General
Montreat College
Associate of Science (A.S.), Biology
East Mecklenburg High School 1984 — 1988
August Gray's Wachovia, A Wells Fargo Company Experience November 2007 - September 2009
Job Sr. HRIS Analyst Lowe's Companies, Inc
Industry Consumer Goods
Experience
Lowe's Companies, Inc. March 2015 - Present
BAE Systems May 2013 - March 2015
BAE Systems September 2011 - May 2013
Time Warner Cable September 2009 - March 2012
Wachovia, A Wells Fargo Company November 2007 - September 2009
Allstate May 2001 - August 2006
Skills
Employee Relations, HRIS, Onboarding, Human Resources, Talent Acquisition, Employee Training, Employee Benefits, Deferred Compensation, Organizational..., Training, Personnel Management, PeopleSoft, Applicant Tracking..., Coaching, FMLA, Leadership, New Hire Orientations, Conflict Resolution, Payroll, Change Management
Education
Ashford University 2008 — 2009
MBA, Human Resources Management
Strayer University-Maryland 2004 — 2006
B.A., Business Admisntration
Central Piedmont Community College 2001 — 2003
Associate of Arts (A.A.), General Studies
Lowe's Companies, Inc. March 2015 - Present
BAE Systems May 2013 - March 2015
BAE Systems September 2011 - May 2013
Time Warner Cable September 2009 - March 2012
Wachovia, A Wells Fargo Company November 2007 - September 2009
Allstate May 2001 - August 2006
Skills
Employee Relations, HRIS, Onboarding, Human Resources, Talent Acquisition, Employee Training, Employee Benefits, Deferred Compensation, Organizational..., Training, Personnel Management, PeopleSoft, Applicant Tracking..., Coaching, FMLA, Leadership, New Hire Orientations, Conflict Resolution, Payroll, Change Management
Education
Ashford University 2008 — 2009
MBA, Human Resources Management
Strayer University-Maryland 2004 — 2006
B.A., Business Admisntration
Central Piedmont Community College 2001 — 2003
Associate of Arts (A.A.), General Studies
Vicki Chamberlain's Wachovia, A Wells Fargo Company Experience January 1983 - February 2006
Job Leading Treasury Sales in Ga., Fl. and Ala
Industry Banking
Experience
Capital City Bank Group, Inc. March 2006 - Present
Wachovia, A Wells Fargo Company January 1983 - February 2006
Skills
Commercial Banking, Credit, Credit Risk, Deposits, Financial Analysis, Risk Management, Payroll
Education
Natl.Certified Treasury Professional 2007 — 2008
Certified Treasury Professional, Treasury Management
Art Institute of Pittsburgh 1970 — 1972
Interior Design, Interior Design/ Interior Decorating
Capital City Bank Group, Inc. March 2006 - Present
Wachovia, A Wells Fargo Company January 1983 - February 2006
Skills
Commercial Banking, Credit, Credit Risk, Deposits, Financial Analysis, Risk Management, Payroll
Education
Natl.Certified Treasury Professional 2007 — 2008
Certified Treasury Professional, Treasury Management
Art Institute of Pittsburgh 1970 — 1972
Interior Design, Interior Design/ Interior Decorating
Kendra Wooten's Wachovia, A Wells Fargo Company Experience January 2007 - June 2008
Job Software Implementation Consultant
Industry Computer Software
Experience
SilkRoad technology July 2008 - Present
Wachovia, A Wells Fargo Company January 2007 - June 2008
Aon Consulting August 2000 - January 2007
Skills
Applicant Tracking..., Benefits Administration, Documentation, Business Process, Onboarding, HRIS, SaaS, Talent Management, Performance Management, Talent Acquisition, Employee Benefits, PeopleSoft, Salesforce.com, Learning Management, Vendor Management, Business Analysis, Change Management, Business Process..., HR Consulting, Leadership, Project Management, Software Implementation, Professional Services, Consulting, CRM, SDLC, Software Documentation
Education
UNC Greensboro 1998 — 2000
Masters, Public Affairs
Appalachian State University 1994 — 1996
Bachelor of Science, Political Science
SilkRoad technology July 2008 - Present
Wachovia, A Wells Fargo Company January 2007 - June 2008
Aon Consulting August 2000 - January 2007
Skills
Applicant Tracking..., Benefits Administration, Documentation, Business Process, Onboarding, HRIS, SaaS, Talent Management, Performance Management, Talent Acquisition, Employee Benefits, PeopleSoft, Salesforce.com, Learning Management, Vendor Management, Business Analysis, Change Management, Business Process..., HR Consulting, Leadership, Project Management, Software Implementation, Professional Services, Consulting, CRM, SDLC, Software Documentation
Education
UNC Greensboro 1998 — 2000
Masters, Public Affairs
Appalachian State University 1994 — 1996
Bachelor of Science, Political Science
Beth Benton's Wachovia, A Wells Fargo Company Experience June 2003 - April 2005
Job Vice President, Corporate & Institutional Banking at PNC
Industry Banking
Experience
PNC October 2012 - Present
First Charter Bank April 2005 - April 2007
Wachovia, A Wells Fargo Company June 2003 - April 2005
Unisys June 2000 - June 2001
Skills
Commercial Lending, Credit Analysis, Treasury Services, Commercial Banking, Credit, Banking, Portfolio Management, Loans, Relationship Management, Asset Based Lending, Underwriting, Financial Structuring, New Business Development, Risk Management, Finance, Treasury Management, Financial Analysis, Mergers, Capital Markets, Wealth Management, Lines Of Credit, Credit Risk, Middle Market, Commercial Mortgages, Cash Management, Strategy, Cash Flow, Financial Modeling, Strategic Financial..., SBA, Payments
Education
Appalachian State University 2001 — 2003
MBA, Finance
University of North Carolina at Charlotte - Belk College of Business 1995 — 2000
BS, Business Administration
PNC October 2012 - Present
First Charter Bank April 2005 - April 2007
Wachovia, A Wells Fargo Company June 2003 - April 2005
Unisys June 2000 - June 2001
Skills
Commercial Lending, Credit Analysis, Treasury Services, Commercial Banking, Credit, Banking, Portfolio Management, Loans, Relationship Management, Asset Based Lending, Underwriting, Financial Structuring, New Business Development, Risk Management, Finance, Treasury Management, Financial Analysis, Mergers, Capital Markets, Wealth Management, Lines Of Credit, Credit Risk, Middle Market, Commercial Mortgages, Cash Management, Strategy, Cash Flow, Financial Modeling, Strategic Financial..., SBA, Payments
Education
Appalachian State University 2001 — 2003
MBA, Finance
University of North Carolina at Charlotte - Belk College of Business 1995 — 2000
BS, Business Administration
Jamie Swisher's Wachovia, A Wells Fargo Company Experience 2003 - 2009
Job Vice President, Portfolio Manager at First Tennessee Bank
Industry Financial Services
Experience
First Tennessee Bank June 2010 - Present
Wachovia, A Wells Fargo Company 2003 - 2009
Wachovia, A Wells Fargo Company January 2000 - December 2002
Skills
Financial Analysis, Credit Analysis, Credit, Financial Modeling, Portfolio Management, Commercial Lending, Credit Risk, Loans
Education
Appalachian State University 1994 — 1997
BSBA, Accounting
First Tennessee Bank June 2010 - Present
Wachovia, A Wells Fargo Company 2003 - 2009
Wachovia, A Wells Fargo Company January 2000 - December 2002
Skills
Financial Analysis, Credit Analysis, Credit, Financial Modeling, Portfolio Management, Commercial Lending, Credit Risk, Loans
Education
Appalachian State University 1994 — 1997
BSBA, Accounting
Precita (Ann) Beatty-Blakeney, RFC RTRP's Wachovia, A Wells Fargo Company Experience July 1988 - February 2009
Job President, P A B Consulting, Inc
Industry Financial Services
Experience
Money Concepts Capital Corp June 2009 - Present
PAB Consulting Inc March 2009 - Present
Wachovia, A Wells Fargo Company July 1988 - February 2009
Skills
Financial Planning, Retirement Planning, Small Business Advice, Insurance Planning, Educational Consulting, Tax Preparation, Investment Advisory, Financial Planners, Wealth Management, Small Business, Strategic Financial..., Investments, Credit, Mortgage Lending, Wealth, Life Insurance, Business Development, Retirement, 401k, Fixed Annuities, IRAs, Finance
Education
Appalachian State University 1982 — 1986
BS, Communications
Money Concepts Capital Corp June 2009 - Present
PAB Consulting Inc March 2009 - Present
Wachovia, A Wells Fargo Company July 1988 - February 2009
Skills
Financial Planning, Retirement Planning, Small Business Advice, Insurance Planning, Educational Consulting, Tax Preparation, Investment Advisory, Financial Planners, Wealth Management, Small Business, Strategic Financial..., Investments, Credit, Mortgage Lending, Wealth, Life Insurance, Business Development, Retirement, 401k, Fixed Annuities, IRAs, Finance
Education
Appalachian State University 1982 — 1986
BS, Communications
Foster Lynch's Wachovia, A Wells Fargo Company Experience September 1986 - September 2010
Job Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2012 - Present
Morgan Stanley September 2010 - May 2012
Wachovia, A Wells Fargo Company September 1986 - September 2010
Skills
Series 66, Series 7, Private Wealth..., Private Banking, Wealth Management, NC Life & Health..., Commercial Lending, Portfolio Management, Wealth Management..., Sales, Series 63, Uniform Combined State..., Relationship Management, Non-profit Volunteer, Investment Advisory, Investments
Education
Appalachian State University 1977 — 1980
MBA, Business
Wells Fargo June 2012 - Present
Morgan Stanley September 2010 - May 2012
Wachovia, A Wells Fargo Company September 1986 - September 2010
Skills
Series 66, Series 7, Private Wealth..., Private Banking, Wealth Management, NC Life & Health..., Commercial Lending, Portfolio Management, Wealth Management..., Sales, Series 63, Uniform Combined State..., Relationship Management, Non-profit Volunteer, Investment Advisory, Investments
Education
Appalachian State University 1977 — 1980
MBA, Business
Wendy Eudy Turner's Wachovia, A Wells Fargo Company Experience August 2000 - January 2003
Job Instructor at Mitchell Community College
Industry Education Management
Experience
Mitchell Community College January 2003 - Present
Central Piedmont Community College August 2001 - August 2003
Wachovia, A Wells Fargo Company August 2000 - January 2003
Charlotte Metro Federal Credit Union June 1999 - August 2000
Skills
Teaching, Instructional Design, Curriculum Design, Public Speaking, Adult Education, Curriculum Development, Distance Learning, Higher Education, Customer Service, E-Learning, Academic Advising, Admissions, Staff Development, Student Affairs, Classroom, Educational Technology, Student Development
Education
Appalachian State University 2012 — 2014
Graduate Certificate, Educational Media / Instructional Technology: Web-Based Distance Learning
The University of Georgia 1996 — 1999
M.A., Speech Communication
Appalachian State University 1992 — 1996
B.S., Applied Communication
Mitchell Community College January 2003 - Present
Central Piedmont Community College August 2001 - August 2003
Wachovia, A Wells Fargo Company August 2000 - January 2003
Charlotte Metro Federal Credit Union June 1999 - August 2000
Skills
Teaching, Instructional Design, Curriculum Design, Public Speaking, Adult Education, Curriculum Development, Distance Learning, Higher Education, Customer Service, E-Learning, Academic Advising, Admissions, Staff Development, Student Affairs, Classroom, Educational Technology, Student Development
Education
Appalachian State University 2012 — 2014
Graduate Certificate, Educational Media / Instructional Technology: Web-Based Distance Learning
The University of Georgia 1996 — 1999
M.A., Speech Communication
Appalachian State University 1992 — 1996
B.S., Applied Communication
Daniel Bothun's Wachovia, A Wells Fargo Company Experience October 2006 - August 2007
Job Business Systems Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank August 2007 - Present
Wachovia, A Wells Fargo Company October 2006 - August 2007
Wachovia, A Wells Fargo Company April 2004 - October 2006
Skills
Forecasting, Analysis, Microsoft Office, Data Analysis, Requirements Analysis, Finance, Budgets, Oracle, Business Analysis
Education
Appalachian State University 1995 — 1999
BS, Accounting
Wells Fargo Bank August 2007 - Present
Wachovia, A Wells Fargo Company October 2006 - August 2007
Wachovia, A Wells Fargo Company April 2004 - October 2006
Skills
Forecasting, Analysis, Microsoft Office, Data Analysis, Requirements Analysis, Finance, Budgets, Oracle, Business Analysis
Education
Appalachian State University 1995 — 1999
BS, Accounting
Lindsey B's Wachovia, A Wells Fargo Company Experience January 2007 - Present
Job Service Manager, Wells Fargo
Industry Banking
Experience
Wachovia, A Wells Fargo Company January 2007 - Present
Wachovia, A Wells Fargo Company December 2004 - December 2006
Education
Appalachian State University 2000 — 2003
Bachelors, Psychology
Wachovia, A Wells Fargo Company January 2007 - Present
Wachovia, A Wells Fargo Company December 2004 - December 2006
Education
Appalachian State University 2000 — 2003
Bachelors, Psychology
shakayla jarrett's Wachovia, A Wells Fargo Company Experience August 2010 - Present
Job Teller at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company August 2010 - Present
Bank of America January 2010 - May 2010
NCO Group June 2006 - December 2008
Skills
Loans, Retail Banking, Customer Relations, Training & Development, Outstanding Customer..., Mortgage Servicing
Education
Winston-Salem State University 2003 — 2005
Bachelors of Science, Business Administration and Management, General
Appalachian State University 2000 — 2002
Wachovia, A Wells Fargo Company August 2010 - Present
Bank of America January 2010 - May 2010
NCO Group June 2006 - December 2008
Skills
Loans, Retail Banking, Customer Relations, Training & Development, Outstanding Customer..., Mortgage Servicing
Education
Winston-Salem State University 2003 — 2005
Bachelors of Science, Business Administration and Management, General
Appalachian State University 2000 — 2002
Nicholas Asa's Wachovia, A Wells Fargo Company Experience 2002 - 2006
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Wachovia, A Wells Fargo Company 2002 - 2006
Skills
SDLC
Education
Appalachian State University
Wachovia, A Wells Fargo Company 2002 - 2006
Skills
SDLC
Education
Appalachian State University
holly Clevenger's Wachovia, A Wells Fargo Company Experience July 2007 - Present
Job IRT Associate at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company July 2007 - Present
Education
Appalachian State University
south mecklenburg high school
Wachovia, A Wells Fargo Company July 2007 - Present
Education
Appalachian State University
south mecklenburg high school
JVON HANDY's Wachovia, A Wells Fargo Company Experience Loan Administrator ManagerWellsfargo Home MortgageNovember 2009 - Present
Job at
Industry Banking
Experience
Wachovia, A Wells Fargo Company Loan Administrator ManagerWellsfargo Home MortgageNovember 2009 - Present
Education
Arizona State University 1989 — 1993
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Wachovia, A Wells Fargo Company Loan Administrator ManagerWellsfargo Home MortgageNovember 2009 - Present
Education
Arizona State University 1989 — 1993
Bachelor's degree, Business, Management, Marketing, and Related Support Services