Wachovia, A Wells Fargo Company
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Wachovia, A Wells Fargo Company Employees
Employee
Years
Job
Industry
Kelly Levine Kelly Levine's Wachovia, A Wells Fargo Company Experience May 2007 - July 2009
Job Experienced Real Estate Agent, Realtor | The Innovation You Want, The Experience You Need
Industry Real Estate
Experience
RE/MAX January 2012 - Present
Graham and Kelly Fine Homes March 2010 - Present
Wells Fargo Home Mortgage July 2009 - March 2010
Wachovia, a Wells Fargo Company May 2007 - July 2009
Washington Mutual January 2005 - May 2007
ManageComm May 2004 - October 2004
Merrill Lynch October 2003 - May 2004
Skills
REALTOR, Real Estate, Sales, Single Family Homes, Investment Properties, International Real..., Mortgage Lending, Investments, Portfolio Management, Banking, Loans, FHA, VA, Wealth Management, Mortgage Banking, Cross Selling, Loan Origination, Credit Analysis, Financial Analysis, National Association of..., Short Sales, Open Houses, Residential Homes, First Time Home Buyers, Strategic Negotiations, Negotiation, Foreign Investment, Selling, Buying, Riverside, Buyers
Education
San Diego State University-California State University 1999 — 2004
Bachelor of Science, Major: Business Administration/Marketing. Minor: Spanish
RE/MAX January 2012 - Present
Graham and Kelly Fine Homes March 2010 - Present
Wells Fargo Home Mortgage July 2009 - March 2010
Wachovia, a Wells Fargo Company May 2007 - July 2009
Washington Mutual January 2005 - May 2007
ManageComm May 2004 - October 2004
Merrill Lynch October 2003 - May 2004
Skills
REALTOR, Real Estate, Sales, Single Family Homes, Investment Properties, International Real..., Mortgage Lending, Investments, Portfolio Management, Banking, Loans, FHA, VA, Wealth Management, Mortgage Banking, Cross Selling, Loan Origination, Credit Analysis, Financial Analysis, National Association of..., Short Sales, Open Houses, Residential Homes, First Time Home Buyers, Strategic Negotiations, Negotiation, Foreign Investment, Selling, Buying, Riverside, Buyers
Education
San Diego State University-California State University 1999 — 2004
Bachelor of Science, Major: Business Administration/Marketing. Minor: Spanish
capriqua francois capriqua francois's Wachovia, A Wells Fargo Company Experience October 2010 - July 2015
Job Store Manager University of Texas at Arlington location
Industry Banking
Experience
Wells Fargo 2015 - Present
Wachovia, A Wells Fargo Company October 2010 - July 2015
Wachovia, A Wells Fargo Company July 2008 - October 2010
Comerica Bank September 2006 - June 2008
Skills
Microsoft Office, Sales Management, Employee Relations, Team Building, Sales, Strategic Planning, Customer Service, Finance, Portfolio Management, Risk Management, Customer Satisfaction, Process Improvement, Insurance, Leadership, Call Centers, Management, Training
Education
University of Phoenix 2008 — 2011
Master's, Business Administration
Southern University and Agricultural and Mechanical College at Baton Rouge 2001 — 2003
Master's of Arts, Mass Communications
Wells Fargo 2015 - Present
Wachovia, A Wells Fargo Company October 2010 - July 2015
Wachovia, A Wells Fargo Company July 2008 - October 2010
Comerica Bank September 2006 - June 2008
Skills
Microsoft Office, Sales Management, Employee Relations, Team Building, Sales, Strategic Planning, Customer Service, Finance, Portfolio Management, Risk Management, Customer Satisfaction, Process Improvement, Insurance, Leadership, Call Centers, Management, Training
Education
University of Phoenix 2008 — 2011
Master's, Business Administration
Southern University and Agricultural and Mechanical College at Baton Rouge 2001 — 2003
Master's of Arts, Mass Communications
Don Theriault Don Theriault's Wachovia, A Wells Fargo Company Experience April 2010 - December 2011
Job IT Project Manager at Orcinus Consulting, LLC
Industry Information Technology and Services
Experience
Orcinus Consulting, LLC March 2014 - Present
Winbourne Consulting, LLC April 2012 - May 2014
Wachovia, A Wells Fargo Company April 2010 - December 2011
ATB Financial June 2006 - February 2010
Burton Group April 2008 - April 2009
University of Calgary November 2008 - December 2008
Accenture Business Services for Utilities October 2004 - April 2006
Sprint December 1998 - October 2004
Credit Union Central of Alberta November 1996 - November 1998
City of Calgary January 1996 - November 1996
Skills
SDLC, Higher Education, Program Management, PMP, PMO, Business Analysis, Project Portfolio..., Resource Management, Project Management, Requirements Analysis, Vendor Management, Management, Requirements Gathering, IT Service Management, Software Development, ITIL, Project Planning, Software Project..., Visio, Integration, Project Delivery, Analysis, Telecommunications, Software Documentation, Solution Architecture, Scrum, Process Improvement
Education
Scrum Alliance - Agile for All 2012 — 2012
Certified Scrum Master - CSM, Agile Project Management
6Sigma Study 2011 — 2011
Six Sigma - Green Belt Certification, Six Sigma
Project Management Institute 2008 — 2008
Project Management Professional (PMP)
The George Washington University - School of Business 2000 — 2002
Masters Certificate in Project Management, Project Management
Southern Alberta Institute of Technology 1978 — 1981
Computer Technology diploma, Computer Technology
Orcinus Consulting, LLC March 2014 - Present
Winbourne Consulting, LLC April 2012 - May 2014
Wachovia, A Wells Fargo Company April 2010 - December 2011
ATB Financial June 2006 - February 2010
Burton Group April 2008 - April 2009
University of Calgary November 2008 - December 2008
Accenture Business Services for Utilities October 2004 - April 2006
Sprint December 1998 - October 2004
Credit Union Central of Alberta November 1996 - November 1998
City of Calgary January 1996 - November 1996
Skills
SDLC, Higher Education, Program Management, PMP, PMO, Business Analysis, Project Portfolio..., Resource Management, Project Management, Requirements Analysis, Vendor Management, Management, Requirements Gathering, IT Service Management, Software Development, ITIL, Project Planning, Software Project..., Visio, Integration, Project Delivery, Analysis, Telecommunications, Software Documentation, Solution Architecture, Scrum, Process Improvement
Education
Scrum Alliance - Agile for All 2012 — 2012
Certified Scrum Master - CSM, Agile Project Management
6Sigma Study 2011 — 2011
Six Sigma - Green Belt Certification, Six Sigma
Project Management Institute 2008 — 2008
Project Management Professional (PMP)
The George Washington University - School of Business 2000 — 2002
Masters Certificate in Project Management, Project Management
Southern Alberta Institute of Technology 1978 — 1981
Computer Technology diploma, Computer Technology
Elisabeth Cassidy's Wachovia, A Wells Fargo Company Experience October 2006 - April 2010
Job Vice President, Business Development Specialized Industries & Private Offerings
Industry Banking
Experience
Wells Fargo January 2014 - Present
First Citizens Bank March 2013 - January 2014
ADP April 2010 - March 2013
PNC 2012 - 2012
Wachovia, A Wells Fargo Company October 2006 - April 2010
Pitney Bowes 2004 - 2006
Skills
Account Management, New Business Development, Salesforce.com, Sales Process, Solution Selling, Cold Calling, Sales Management, B2B, Direct Sales, Sales Presentations, Recruiting, Talent Management, Strategy, Selling, Customer Retention, Management, Leadership, Small Business, Sales, Training, Relationship Management, Customer Service, Consulting, Human Resources, Financial Services, Sales Operations, Forecasting, Employee Benefits, Business Development, CRM, Building Relationships, Employee Engagement, Team Building, Finance, Payroll, Banking, Strategic Partnerships, Credit, Commercial Lending
Education
Shorter University 2009 — 2012
Bachelors in Business Administration, Business
Brunswick High School 1998 — 2001
Wells Fargo January 2014 - Present
First Citizens Bank March 2013 - January 2014
ADP April 2010 - March 2013
PNC 2012 - 2012
Wachovia, A Wells Fargo Company October 2006 - April 2010
Pitney Bowes 2004 - 2006
Skills
Account Management, New Business Development, Salesforce.com, Sales Process, Solution Selling, Cold Calling, Sales Management, B2B, Direct Sales, Sales Presentations, Recruiting, Talent Management, Strategy, Selling, Customer Retention, Management, Leadership, Small Business, Sales, Training, Relationship Management, Customer Service, Consulting, Human Resources, Financial Services, Sales Operations, Forecasting, Employee Benefits, Business Development, CRM, Building Relationships, Employee Engagement, Team Building, Finance, Payroll, Banking, Strategic Partnerships, Credit, Commercial Lending
Education
Shorter University 2009 — 2012
Bachelors in Business Administration, Business
Brunswick High School 1998 — 2001
Leo L'Homme Leo L'Homme's Wachovia, A Wells Fargo Company Experience January 2008 - July 2008
Job UNIX/Storage Administrator at Acelity
Industry Information Technology and Services
Experience
Acelity August 2015 - Present
Administrative Offices Of The US Courts, Camber Corporation October 2014 - August 2015
Arctic Slope Regional Corporation December 2012 - October 2014
Harland Clarke November 2006 - December 2012
Wachovia, A Wells Fargo Company January 2008 - July 2008
World Savings April 2002 - November 2006
OnCall-IT.net, Inc. July 2001 - April 2002
Chromalloy Engine Services Group March 1998 - July 2001
Fourth Shift Corporation August 1997 - March 1998
Ultrafryer Systems August 1994 - July 1997
Skills
Lotus Domino..., Lotus Domino Security..., AIX Administration, IBM Websphere, Lotus Traveler, Blackberry Enterprise..., Zimbra, IBM AS/400, Sametime, Sametime Proxy Server, Sametime Gateway Server, TLS Configuration and..., Microsoft Forefront, Microsoft Transporter..., IBM iSeries, IBM pSeries, Microsft Lync Federation, Windows Server NT,..., Microsoft Exchange..., ISA Server, z/OS.e, SAN, Citrix Metaframe, Fourth Shift MSS Objects, Clipper, Tivoli Data Protect for..., AIX, Computer Hardware, Systems Analysis, Systems Engineering, Distributed Systems, ITIL, SDLC, Process Management, Process Improvement, System Deployment, System Design, System Testing, System Architecture, Operating Systems, Enterprise Software, Enterprise Architecture, Risk Management, Risk Assessment, System Administration, Server Administration, Server Architecture, Hardware Support, Windows Server, Websphere
Education
University of Phoenix 2002 — 2005
Bachelor of Science (B.S.), Information Technology
San Antonio College 1985 — 1988
Nursing, Pharmacy
Acelity August 2015 - Present
Administrative Offices Of The US Courts, Camber Corporation October 2014 - August 2015
Arctic Slope Regional Corporation December 2012 - October 2014
Harland Clarke November 2006 - December 2012
Wachovia, A Wells Fargo Company January 2008 - July 2008
World Savings April 2002 - November 2006
OnCall-IT.net, Inc. July 2001 - April 2002
Chromalloy Engine Services Group March 1998 - July 2001
Fourth Shift Corporation August 1997 - March 1998
Ultrafryer Systems August 1994 - July 1997
Skills
Lotus Domino..., Lotus Domino Security..., AIX Administration, IBM Websphere, Lotus Traveler, Blackberry Enterprise..., Zimbra, IBM AS/400, Sametime, Sametime Proxy Server, Sametime Gateway Server, TLS Configuration and..., Microsoft Forefront, Microsoft Transporter..., IBM iSeries, IBM pSeries, Microsft Lync Federation, Windows Server NT,..., Microsoft Exchange..., ISA Server, z/OS.e, SAN, Citrix Metaframe, Fourth Shift MSS Objects, Clipper, Tivoli Data Protect for..., AIX, Computer Hardware, Systems Analysis, Systems Engineering, Distributed Systems, ITIL, SDLC, Process Management, Process Improvement, System Deployment, System Design, System Testing, System Architecture, Operating Systems, Enterprise Software, Enterprise Architecture, Risk Management, Risk Assessment, System Administration, Server Administration, Server Architecture, Hardware Support, Windows Server, Websphere
Education
University of Phoenix 2002 — 2005
Bachelor of Science (B.S.), Information Technology
San Antonio College 1985 — 1988
Nursing, Pharmacy
Christopher McKnight, MBA Christopher McKnight, MBA's Wachovia, A Wells Fargo Company Experience August 2005 - May 2010
Job Manager, Digital Performance / YP SEOSEMAdvertising/Online Marketing/Lead Generator
Industry Marketing and Advertising
Experience
YP June 2010 - Present
Wachovia, A Wells Fargo Company August 2005 - May 2010
Time Warner Cable January 2005 - July 2005
Skills
Graphic Design, Customer Service, SEO, SEM, Customer Relations, Account Management, Problem Solving, Social Media, Social Media Marketing, Online Advertising, Salesforce.com, Google Adwords, Google Analytics, Google+, Yahoo Search Marketing, Google Maps, PPC, Mobile Marketing, Lead Generation, Advertising, Marketing
Education
University of Phoenix 2007 — 2009
MBA, Business Administration
South Carolina State University 2000 — 2004
Bachelors, Computer Science/Graphics Design
YP June 2010 - Present
Wachovia, A Wells Fargo Company August 2005 - May 2010
Time Warner Cable January 2005 - July 2005
Skills
Graphic Design, Customer Service, SEO, SEM, Customer Relations, Account Management, Problem Solving, Social Media, Social Media Marketing, Online Advertising, Salesforce.com, Google Adwords, Google Analytics, Google+, Yahoo Search Marketing, Google Maps, PPC, Mobile Marketing, Lead Generation, Advertising, Marketing
Education
University of Phoenix 2007 — 2009
MBA, Business Administration
South Carolina State University 2000 — 2004
Bachelors, Computer Science/Graphics Design
Terrie De La Cruz Terrie De La Cruz's Wachovia, A Wells Fargo Company Experience 2008 - 2010
Job Senior Conventional Loan Underwriter at Franklin American Mortgage Company
Industry Banking
Experience
CMG Financial April 2014 - Present
Franklin American Mortgage September 2011 - Present
Stearns Lending December 2010 - Present
Landhome Financial 2013 - 2015
Landhome Financial 2013 - 2015
Reunion Mortgage June 2010 - November 2010
Wachovia, A Wells Fargo Company 2008 - 2010
Greenpoint Mortgage in Novato, Ca 2005 - 2007
Countrywide 1997 - 2002
Skills
Refinance, FHA, Mortgage Lending, Loans, Mortgage Underwriting, Residential Mortgages, Loan Origination, Mortgage Banking, Credit, Customer Service, Underwriting, FHA financing, USDA, Real Estate, VA loans, Credit Analysis, Banking, FHA Financing, VA Loans, Loss Mitigation, Finance, Investment Properties, Consumer Lending, Credit Risk, Government Loans
Education
San Francisco State University 1980 — 1983
Bachelor of Business Administration (BBA)
St Francis 1974 — 1977
high school diploma, Music and Math
CMG Financial April 2014 - Present
Franklin American Mortgage September 2011 - Present
Stearns Lending December 2010 - Present
Landhome Financial 2013 - 2015
Landhome Financial 2013 - 2015
Reunion Mortgage June 2010 - November 2010
Wachovia, A Wells Fargo Company 2008 - 2010
Greenpoint Mortgage in Novato, Ca 2005 - 2007
Countrywide 1997 - 2002
Skills
Refinance, FHA, Mortgage Lending, Loans, Mortgage Underwriting, Residential Mortgages, Loan Origination, Mortgage Banking, Credit, Customer Service, Underwriting, FHA financing, USDA, Real Estate, VA loans, Credit Analysis, Banking, FHA Financing, VA Loans, Loss Mitigation, Finance, Investment Properties, Consumer Lending, Credit Risk, Government Loans
Education
San Francisco State University 1980 — 1983
Bachelor of Business Administration (BBA)
St Francis 1974 — 1977
high school diploma, Music and Math
Kirby Ansel Kirby Ansel's Wachovia, A Wells Fargo Company Experience October 2003 - May 2009
Job Retired Executive Business Consultant
Industry Banking
Experience
Business Consultant August 2015 - Present
Sovereign Bank (Texas) November 2014 - August 2015
Comerica Bank May 2009 - July 2013
Sterling Bank 2009 - 2011
Wachovia, A Wells Fargo Company October 2003 - May 2009
Comerica Bank October 1992 - October 2003
The Lewis Companies April 1992 - October 1992
NationsBank October 1980 - April 1992
Western Bank June 1972 - December 1980
Houston National Bank January 1971 - June 1972
Skills
Banking, Credit Analysis, Real Estate, Portfolio Management, Loans, Underwriting, Commercial Lending, Credit, Commercial Banking, Mortgage Lending, Retail Banking, Management, Consumer Lending, Small Business Lending, Commercial Real Estate, Analysis, Risk Management, Credit Risk, Asset Based Lending, Financial Analysis, Lines Of Credit, Loan Origination, Treasury Management
Education
Stephen F. Austin State University 1966 — 1970
BBA, Management
Southern Methodist University 1975 — 1978
Class 22, Southwestern Graduate School of Banking
Woodrow Wilson and SFA
Business Consultant August 2015 - Present
Sovereign Bank (Texas) November 2014 - August 2015
Comerica Bank May 2009 - July 2013
Sterling Bank 2009 - 2011
Wachovia, A Wells Fargo Company October 2003 - May 2009
Comerica Bank October 1992 - October 2003
The Lewis Companies April 1992 - October 1992
NationsBank October 1980 - April 1992
Western Bank June 1972 - December 1980
Houston National Bank January 1971 - June 1972
Skills
Banking, Credit Analysis, Real Estate, Portfolio Management, Loans, Underwriting, Commercial Lending, Credit, Commercial Banking, Mortgage Lending, Retail Banking, Management, Consumer Lending, Small Business Lending, Commercial Real Estate, Analysis, Risk Management, Credit Risk, Asset Based Lending, Financial Analysis, Lines Of Credit, Loan Origination, Treasury Management
Education
Stephen F. Austin State University 1966 — 1970
BBA, Management
Southern Methodist University 1975 — 1978
Class 22, Southwestern Graduate School of Banking
Woodrow Wilson and SFA
Sabrina Hightower's Wachovia, A Wells Fargo Company Experience November 2010 - November 2011
Job PC/LAN Analyst at Wachovia, A Wells Fargo Company
Industry Information Technology and Services
Experience
Wells Fargo Bank March 2011 - Present
Wachovia, A Wells Fargo Company November 2010 - November 2011
CCCi January 2010 - November 2010
TAC WORLDWIDE COMPANIES January 2004 - November 2010
TAC Worldwide May 2004 - March 2006
Hightowers Petroleum Company June 2000 - January 2004
HIGHTOWERS PETROLEUM COMPANY/ HI-MARK CONSTRUCTION GROUP January 1999 - January 2004
Skills
Visio
Education
UNIVERSITY OF NORTH CAROLINA 2004 — 2006
Organizational Communications
Sinclair Community College
Wells Fargo Bank March 2011 - Present
Wachovia, A Wells Fargo Company November 2010 - November 2011
CCCi January 2010 - November 2010
TAC WORLDWIDE COMPANIES January 2004 - November 2010
TAC Worldwide May 2004 - March 2006
Hightowers Petroleum Company June 2000 - January 2004
HIGHTOWERS PETROLEUM COMPANY/ HI-MARK CONSTRUCTION GROUP January 1999 - January 2004
Skills
Visio
Education
UNIVERSITY OF NORTH CAROLINA 2004 — 2006
Organizational Communications
Sinclair Community College
Jeff J. Bouchard Jeff J. Bouchard's Wachovia, A Wells Fargo Company Experience January 2006 - July 2007
Job Complex Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2014 - Present
Washington Wealth Management June 2011 - August 2014
Morgan Stanley July 2007 - June 2008
Wachovia, A Wells Fargo Company January 2006 - July 2007
Wachovia, A Wells Fargo Company July 1998 - December 2005
Skills
Wealth Management, Financial Advisory, Investment Advisory, Series 7, Mutual Funds, Asset Allocation, Alternative Investments, Retirement Planning, Securities, Series 63, Portfolio Management, Investments, High Net Worth..., Series 65, Separately Managed..., Asset Management, Fixed Annuities, ETFs, 401k, FINRA, Investment Management, Retirement, Wealth Management..., Wealth, IRAs, Leadership, Team Building, Coaching, Recruiting, Retention, Revenue & Profit Growth, P&L Management, Sales Management, Sales
Education
Southern Utah University 1977 — 1981
Las Vegas High School 1974 — 1977
Ameriprise Financial Services, Inc. September 2014 - Present
Washington Wealth Management June 2011 - August 2014
Morgan Stanley July 2007 - June 2008
Wachovia, A Wells Fargo Company January 2006 - July 2007
Wachovia, A Wells Fargo Company July 1998 - December 2005
Skills
Wealth Management, Financial Advisory, Investment Advisory, Series 7, Mutual Funds, Asset Allocation, Alternative Investments, Retirement Planning, Securities, Series 63, Portfolio Management, Investments, High Net Worth..., Series 65, Separately Managed..., Asset Management, Fixed Annuities, ETFs, 401k, FINRA, Investment Management, Retirement, Wealth Management..., Wealth, IRAs, Leadership, Team Building, Coaching, Recruiting, Retention, Revenue & Profit Growth, P&L Management, Sales Management, Sales
Education
Southern Utah University 1977 — 1981
Las Vegas High School 1974 — 1977
Jered Barger Jered Barger's Wachovia, A Wells Fargo Company Experience August 2006 - October 2008
Job SVP, Division Manager at Union Bank. Rated #1 Banking Reputation in the Country!
Industry Banking
Experience
Union Bank November 2011 - Present
Wells Fargo Private Mortgage Bank August 2009 - November 2011
Wachovia, A Wells Fargo Company August 2006 - October 2008
World Savings August 1999 - August 2006
Skills
Loans, Credit, Mortgage Lending, Banking, Mortgage Banking, Loan Origination, Cross Selling, Retail Banking, Credit Analysis, Consumer Lending, Commercial Banking, Sales Management, Relationship Management, Underwriting, FHA, Commercial Lending, Residential Mortgages, Refinance
Education
San Diego State University-California State University 1995 — 2000
Bachelor of Science (BS)
Bakersfield High School
Union Bank November 2011 - Present
Wells Fargo Private Mortgage Bank August 2009 - November 2011
Wachovia, A Wells Fargo Company August 2006 - October 2008
World Savings August 1999 - August 2006
Skills
Loans, Credit, Mortgage Lending, Banking, Mortgage Banking, Loan Origination, Cross Selling, Retail Banking, Credit Analysis, Consumer Lending, Commercial Banking, Sales Management, Relationship Management, Underwriting, FHA, Commercial Lending, Residential Mortgages, Refinance
Education
San Diego State University-California State University 1995 — 2000
Bachelor of Science (BS)
Bakersfield High School
Michael Dennison Michael Dennison's Wachovia, A Wells Fargo Company Experience June 2008 - November 2010
Job Regional Managing Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2014 - Present
Kickstarter 2014 - 2015
Kickstarter 2014 - 2015
Kickstarter 2014 - 2015
Principal Financial Group March 2012 - January 2014
Principal Financial Group December 2011 - March 2012
Xceed Financial Credit Union November 2010 - February 2012
Wachovia, A Wells Fargo Company June 2008 - November 2010
Citibank April 2005 - June 2008
American Express Financial Advisors 2004 - 2005
Skills
Series 7, Series 66, Retirement Planning, Financial Planning, Investments, Estate Planning, Mutual Funds, Management, Team Leadership, Leadership Development, Investment Management, Sales Management, Sales Process..., Wealth Management, Strategic Financial..., Portfolio Management, Uniform Combined State..., Asset Allocation, Series 63, Finance
Education
San Jose State University 2002 — 2005
Bachelor's degree, Finance
The American College
Currently working towards obtaining CLU Certification
Principal Financial Group January 2014 - Present
Kickstarter 2014 - 2015
Kickstarter 2014 - 2015
Kickstarter 2014 - 2015
Principal Financial Group March 2012 - January 2014
Principal Financial Group December 2011 - March 2012
Xceed Financial Credit Union November 2010 - February 2012
Wachovia, A Wells Fargo Company June 2008 - November 2010
Citibank April 2005 - June 2008
American Express Financial Advisors 2004 - 2005
Skills
Series 7, Series 66, Retirement Planning, Financial Planning, Investments, Estate Planning, Mutual Funds, Management, Team Leadership, Leadership Development, Investment Management, Sales Management, Sales Process..., Wealth Management, Strategic Financial..., Portfolio Management, Uniform Combined State..., Asset Allocation, Series 63, Finance
Education
San Jose State University 2002 — 2005
Bachelor's degree, Finance
The American College
Currently working towards obtaining CLU Certification
Dennis Bullock, PMP Dennis Bullock, PMP's Wachovia, A Wells Fargo Company Experience 1998 - 2009
Job Manager of Project & Release Management at Scottrade
Industry Information Technology and Services
Experience
Scottrade March 2013 - Present
Scottrade May 2010 - March 2013
Wachovia November 1999 - December 2009
Wells Fargo May 1998 - November 2009
Wachovia, A Wells Fargo Company 1998 - 2009
PMSI May 1998 - November 1999
Skills
Project Management
Education
Southeast Missouri State University 1991 — 1995
BS
Scottrade March 2013 - Present
Scottrade May 2010 - March 2013
Wachovia November 1999 - December 2009
Wells Fargo May 1998 - November 2009
Wachovia, A Wells Fargo Company 1998 - 2009
PMSI May 1998 - November 1999
Skills
Project Management
Education
Southeast Missouri State University 1991 — 1995
BS
Kelly Ditmore Kelly Ditmore's Wachovia, A Wells Fargo Company Experience January 2003 - October 2008
Job Banking Professional
Industry Financial Services
Experience
WACHOVIA, A Wells Fargo Company January 2003 - October 2008
AT&T WIRELESS SERVICES 2000 - 2003
LUCENT TECHNOLOGIES 1997 - 1999
Education
San Jose City College
AA
WACHOVIA, A Wells Fargo Company January 2003 - October 2008
AT&T WIRELESS SERVICES 2000 - 2003
LUCENT TECHNOLOGIES 1997 - 1999
Education
San Jose City College
AA
William H Morgan III William H Morgan III's Wachovia, A Wells Fargo Company Experience March 2010 - June 2011
Job Financial Services Professional Dedicated to Protection Retirement and Wealth Preservation with New York Life
Industry Financial Services
Experience
New York Life Insurance Company September 2011 - Present
Wachovia, A Wells Fargo Company March 2010 - June 2011
Skills
Customer Service, Financial Planners, Fixed Annuities, Insurance, Mortgage Marketing, Mutual Funds, Public Speaking, Real Estate Financing, Retirement Planning, Series 6, Series 63, Strategic Financial..., Asset Management, Financial Planning, Finance, Financial Services, Investments, Leadership, Sales
Education
South Carolina State University
New York Life Insurance Company September 2011 - Present
Wachovia, A Wells Fargo Company March 2010 - June 2011
Skills
Customer Service, Financial Planners, Fixed Annuities, Insurance, Mortgage Marketing, Mutual Funds, Public Speaking, Real Estate Financing, Retirement Planning, Series 6, Series 63, Strategic Financial..., Asset Management, Financial Planning, Finance, Financial Services, Investments, Leadership, Sales
Education
South Carolina State University
Bret Turner Bret Turner's Wachovia, A Wells Fargo Company Experience October 1998 - November 2011
Job Client Services Director at Robert Half Management Resources
Industry Banking
Experience
Robert Half Management Resources January 2015 - Present
Carolina Premier Bank July 2014 - October 2014
RoundPoint Financial Group August 2012 - July 2014
RoundPoint Financial Group November 2011 - August 2012
Wachovia, A Wells Fargo Company October 1998 - November 2011
Wachovia, A Wells Fargo Company March 1997 - September 1998
Skills
Loans, Banking, Asset, Credit, Financial Analysis, Refinance, Customer Relations, Customer Service, Underwriting, Mortgage Lending, Deposits, Cross Selling, Negotiation, Documentation, Portfolio Management, Loan Servicing, Credit Risk, Wealth Management, Credit Analysis, Project Management, Retail Banking, Mortgage Servicing, Mortgage Banking, Sales Management, Customer Satisfaction, Sales, Finance, Financial Services, Risk Management, Residential Mortgages, Loss Mitigation, FHA, Consumer Lending, Strategy, Relationship Management, Lines Of Credit, Training, Default, Private Banking, Home Equity, LPS, Mortgage Underwriting, Loan Origination, Small Business Lending, Management, Mergers & Acquisitions, Commercial Lending, CRM, Investments, Asset Based Lending
Education
Harvard Business School Alumni Club of Charlotte 2012 — 2012
Management Development, Management Development Program
Southern Illinois University, Carbondale 1994 — 1996
Bachelors of Science, Accounting and Banking & Finance
Robert Half Management Resources January 2015 - Present
Carolina Premier Bank July 2014 - October 2014
RoundPoint Financial Group August 2012 - July 2014
RoundPoint Financial Group November 2011 - August 2012
Wachovia, A Wells Fargo Company October 1998 - November 2011
Wachovia, A Wells Fargo Company March 1997 - September 1998
Skills
Loans, Banking, Asset, Credit, Financial Analysis, Refinance, Customer Relations, Customer Service, Underwriting, Mortgage Lending, Deposits, Cross Selling, Negotiation, Documentation, Portfolio Management, Loan Servicing, Credit Risk, Wealth Management, Credit Analysis, Project Management, Retail Banking, Mortgage Servicing, Mortgage Banking, Sales Management, Customer Satisfaction, Sales, Finance, Financial Services, Risk Management, Residential Mortgages, Loss Mitigation, FHA, Consumer Lending, Strategy, Relationship Management, Lines Of Credit, Training, Default, Private Banking, Home Equity, LPS, Mortgage Underwriting, Loan Origination, Small Business Lending, Management, Mergers & Acquisitions, Commercial Lending, CRM, Investments, Asset Based Lending
Education
Harvard Business School Alumni Club of Charlotte 2012 — 2012
Management Development, Management Development Program
Southern Illinois University, Carbondale 1994 — 1996
Bachelors of Science, Accounting and Banking & Finance
Emily Golesh's Wachovia, A Wells Fargo Company Experience November 2010 - November 2011
Job Recognition Coordinator at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2014 - Present
Wells Fargo January 2013 - April 2014
Wells Fargo November 2011 - December 2012
Wachovia, A Wells Fargo Company November 2010 - November 2011
IGI Global October 2008 - November 2010
Skills
Customer Service, Microsoft Office, Marketing Communications, Research, Data Analysis, Social Media, Strategic Planning, Management, Team Building, Project Management, Event Planning, Sales Management, Sales, Business Analysis, SharePoint, Account Management, Budgets
Education
Shippensburg University of Pennsylvania 2003 — 2007
Bachelor of Arts (B.A.), English Language and Literature, General
Wells Fargo April 2014 - Present
Wells Fargo January 2013 - April 2014
Wells Fargo November 2011 - December 2012
Wachovia, A Wells Fargo Company November 2010 - November 2011
IGI Global October 2008 - November 2010
Skills
Customer Service, Microsoft Office, Marketing Communications, Research, Data Analysis, Social Media, Strategic Planning, Management, Team Building, Project Management, Event Planning, Sales Management, Sales, Business Analysis, SharePoint, Account Management, Budgets
Education
Shippensburg University of Pennsylvania 2003 — 2007
Bachelor of Arts (B.A.), English Language and Literature, General
John Naldoza John Naldoza's Wachovia, A Wells Fargo Company Experience May 2007 - January 2008
Job Fund Accountant
Industry Financial Services
Experience
Benefit Trust Company October 2008 - Present
Wachovia, A Wells Fargo Company May 2007 - January 2008
Skills
Mutual Funds, Investments, Financial Analysis, Account Reconciliation, Mortgage Lending, Fund Accounting, Banking, Loans, Strategic Financial..., Financial Services, Residential Mortgages, Securities, Equities, Credit Analysis, Financial Statement..., Cash Management, FOREX Trading, Options Trading, Bonds, Derivatives, Fixed Income, Financial Reporting, Alternative Investments, Accounting, Credit, Financial Planning, Real Estate
Education
University of San Jose - Recoletos 2003 — 2005
Doctor in Business Administration
Southwestern University (PH) 2000 — 2003
MBA, Business Administration
University of San Carlos 1969 — 1973
Accounting, Business
St. Peter Seminary
Benefit Trust Company October 2008 - Present
Wachovia, A Wells Fargo Company May 2007 - January 2008
Skills
Mutual Funds, Investments, Financial Analysis, Account Reconciliation, Mortgage Lending, Fund Accounting, Banking, Loans, Strategic Financial..., Financial Services, Residential Mortgages, Securities, Equities, Credit Analysis, Financial Statement..., Cash Management, FOREX Trading, Options Trading, Bonds, Derivatives, Fixed Income, Financial Reporting, Alternative Investments, Accounting, Credit, Financial Planning, Real Estate
Education
University of San Jose - Recoletos 2003 — 2005
Doctor in Business Administration
Southwestern University (PH) 2000 — 2003
MBA, Business Administration
University of San Carlos 1969 — 1973
Accounting, Business
St. Peter Seminary
Donna Johnson Donna Johnson's Wachovia, A Wells Fargo Company Experience May 2004 - January 2009
Job Senior Transaction Manager Real Estate, Network Management, Capital One Bank
Industry Commercial Real Estate
Experience
Capital One September 2011 - Present
Wells Fargo Bank (post 2008 merger with Wachovia Bank) January 2009 - February 2011
Wachovia, A Wells Fargo Company May 2004 - January 2009
Jack in the Box February 1996 - October 2002
Grandy's Restaurants October 1989 - December 1995
Payless ShoeSource January 1987 - September 1989
Grandy's Restaurants January 1984 - January 1987
Skills
Location Intelligence, Real Estate Economics, Real Estate, Property Management, Real Estate Development, Brokerage, Leases, Disposition, Budgets, Landlord, Corporate Real Estate, Landlords, Real Estate Transactions, Sellers, Property, Mergers & Acquisitions, Acquisitions, Appraisals, Asset Management, CMBS, Commercial Mortgages, Commercial Real Estate, Lease Administration, Negotiation, Dispositions, Due Diligence, Investment Properties, Investments, Investors, Tenant Representation, Portfolio Management, Real Estate Financing, Retail, Shopping Centers, Tenant, Valuation
Education
Southern Methodist University
Capital One September 2011 - Present
Wells Fargo Bank (post 2008 merger with Wachovia Bank) January 2009 - February 2011
Wachovia, A Wells Fargo Company May 2004 - January 2009
Jack in the Box February 1996 - October 2002
Grandy's Restaurants October 1989 - December 1995
Payless ShoeSource January 1987 - September 1989
Grandy's Restaurants January 1984 - January 1987
Skills
Location Intelligence, Real Estate Economics, Real Estate, Property Management, Real Estate Development, Brokerage, Leases, Disposition, Budgets, Landlord, Corporate Real Estate, Landlords, Real Estate Transactions, Sellers, Property, Mergers & Acquisitions, Acquisitions, Appraisals, Asset Management, CMBS, Commercial Mortgages, Commercial Real Estate, Lease Administration, Negotiation, Dispositions, Due Diligence, Investment Properties, Investments, Investors, Tenant Representation, Portfolio Management, Real Estate Financing, Retail, Shopping Centers, Tenant, Valuation
Education
Southern Methodist University
Pat Blaney's Wachovia, A Wells Fargo Company Experience June 2007 - January 2010
Job Business Owner
Industry Consumer Services
Experience
Wagz 'n Whiskerz Pet Sitting LLC July 2011 - Present
Wachovia, A Wells Fargo Company June 2007 - January 2010
World Savings October 1996 - June 2007
Age Wave December 1994 - May 1996
Bio-Rad Laboratories May 1990 - December 1994
Skills
Management, Vendor Management, Marketing, Team Building, Direct Marketing, Direct Mail, Strategy, Cross-functional Team..., Marketing Communications, Analytics, Business Development, Leadership, CRM, Advertising, Project Management
Education
University of California, Berkeley 1989 — 1991
Business Mgmt, Purchasing
Solano Community College 1984 — 1986
Associate of Arts (AA), Psychology
Wagz 'n Whiskerz Pet Sitting LLC July 2011 - Present
Wachovia, A Wells Fargo Company June 2007 - January 2010
World Savings October 1996 - June 2007
Age Wave December 1994 - May 1996
Bio-Rad Laboratories May 1990 - December 1994
Skills
Management, Vendor Management, Marketing, Team Building, Direct Marketing, Direct Mail, Strategy, Cross-functional Team..., Marketing Communications, Analytics, Business Development, Leadership, CRM, Advertising, Project Management
Education
University of California, Berkeley 1989 — 1991
Business Mgmt, Purchasing
Solano Community College 1984 — 1986
Associate of Arts (AA), Psychology
Kio Johnson Kio Johnson's Wachovia, A Wells Fargo Company Experience March 2008 - April 2010
Job Vice President Private Banker at Union Bank
Industry Banking
Experience
Union Bank January 2014 - Present
Union Bank October 2012 - January 2014
Union Bank July 2010 - October 2012
Wells Fargo Bank April 2010 - July 2010
Wachovia, A Wells Fargo Company March 2008 - April 2010
Citibank November 2002 - February 2008
Skills
Small Business Lending, Consumer Lending, Loans, Commercial Lending, Credit, Mortgage Lending, Banking, Commercial Banking, Retail Banking, Credit Analysis, Wealth Management, Lines Of Credit, Investments, Life Insurance, Fixed Annuities, Variable Annuities, Long Term Care Insurance, Notary Public, NMLS Licensed, Finance, Financial Analysis, Sales, Cross Selling, Portfolio Management, Financial Risk
Education
San Diego State University-California State University 1990 — 1994
Bachelor of Science (BS)
Union Bank January 2014 - Present
Union Bank October 2012 - January 2014
Union Bank July 2010 - October 2012
Wells Fargo Bank April 2010 - July 2010
Wachovia, A Wells Fargo Company March 2008 - April 2010
Citibank November 2002 - February 2008
Skills
Small Business Lending, Consumer Lending, Loans, Commercial Lending, Credit, Mortgage Lending, Banking, Commercial Banking, Retail Banking, Credit Analysis, Wealth Management, Lines Of Credit, Investments, Life Insurance, Fixed Annuities, Variable Annuities, Long Term Care Insurance, Notary Public, NMLS Licensed, Finance, Financial Analysis, Sales, Cross Selling, Portfolio Management, Financial Risk
Education
San Diego State University-California State University 1990 — 1994
Bachelor of Science (BS)
Rod Sager Rod Sager's Wachovia, A Wells Fargo Company Experience August 2005 - October 2008
Job The American Dream is Alive and Well
Industry Real Estate
Experience
Equity Northwest Properties October 2006 - Present
Photo Fair November 2014 - Present
Self Employed Author February 1993 - Present
rodsager.com 1980 - Present
Wachovia, A Wells Fargo Company August 2005 - October 2008
Century 21 Complete Realty December 2002 - October 2006
Ameriprise Financial Services, Inc. April 2004 - August 2005
Northbay Resource Group September 2000 - September 2004
Mac Tools November 1997 - January 2004
Seawood Photo, Inc 1993 - 1997
Skills
Investment Properties, Real Estate, Referrals, Mortgage Lending, Sellers, Listings, Mortgage Banking, Investments, Real Property, Brokerage, First Time Home Buyers, Buyers, Marketing, Residential Homes, Short Sales, Foreclosures, REO, FHA, Selling, Small Business, Home, Social Media, Photography, Weather, Sales
Education
Leadership Management, Inc. 1996 — 1996
Diploma, Organizational Leadership
Columbia School of Broadcasting 1989 — 1990
Diploma, Radio Announcing
Santa Rosa Junior College 1982 — 1983
Communications
Equity Northwest Properties October 2006 - Present
Photo Fair November 2014 - Present
Self Employed Author February 1993 - Present
rodsager.com 1980 - Present
Wachovia, A Wells Fargo Company August 2005 - October 2008
Century 21 Complete Realty December 2002 - October 2006
Ameriprise Financial Services, Inc. April 2004 - August 2005
Northbay Resource Group September 2000 - September 2004
Mac Tools November 1997 - January 2004
Seawood Photo, Inc 1993 - 1997
Skills
Investment Properties, Real Estate, Referrals, Mortgage Lending, Sellers, Listings, Mortgage Banking, Investments, Real Property, Brokerage, First Time Home Buyers, Buyers, Marketing, Residential Homes, Short Sales, Foreclosures, REO, FHA, Selling, Small Business, Home, Social Media, Photography, Weather, Sales
Education
Leadership Management, Inc. 1996 — 1996
Diploma, Organizational Leadership
Columbia School of Broadcasting 1989 — 1990
Diploma, Radio Announcing
Santa Rosa Junior College 1982 — 1983
Communications
Mary J F O'Connor's Wachovia, A Wells Fargo Company Experience April 1988 - November 2010
Job Executive Assistant to Wholesale & Marketing Teams at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank June 2012 - Present
Wells Fargo Bank January 2004 - June 2012
Wells fargo bank 1988 - 2011
Wachovia, A Wells Fargo Company April 1988 - November 2010
Wachovia January 2000 - June 2003
Wachovia A Wells Fargo Company June 1995 - December 1999
Skills
Commercial Banking, Banking, Mergers, Credit Risk, Sales, Process Improvement, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Publisher, Project Management, System Conversion, Mentoring, Supervising, Recruiting, Interview Preparation, New Hire Orientations, Mergers & Acquisitions, CRM, Risk Management
Education
UCF Continuing Education 2014 — 2014
Project Management, PMP Certification from UCF CE
Seminole State College of Florida 2008 — 2018
Business Administration and General Operations Management, undergraduate
Fifth Third Bank June 2012 - Present
Wells Fargo Bank January 2004 - June 2012
Wells fargo bank 1988 - 2011
Wachovia, A Wells Fargo Company April 1988 - November 2010
Wachovia January 2000 - June 2003
Wachovia A Wells Fargo Company June 1995 - December 1999
Skills
Commercial Banking, Banking, Mergers, Credit Risk, Sales, Process Improvement, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Publisher, Project Management, System Conversion, Mentoring, Supervising, Recruiting, Interview Preparation, New Hire Orientations, Mergers & Acquisitions, CRM, Risk Management
Education
UCF Continuing Education 2014 — 2014
Project Management, PMP Certification from UCF CE
Seminole State College of Florida 2008 — 2018
Business Administration and General Operations Management, undergraduate
Deepa Naik Deepa Naik's Wachovia, A Wells Fargo Company Experience August 1999 - March 2006
Job Freelancer, Makeup Artist at Christian Dior
Industry Apparel & Fashion
Experience
Christian Dior August 2012 - Present
Bobbi Brown Cosmetics June 2011 - January 2013
Deepalaxmi Foods LLC January 2011 - January 2013
Fiserv Mortgage Company March 2009 - July 2009
Ambassador of India Restaurant October 1995 - February 2009
Wachovia, A Wells Fargo Company August 1999 - March 2006
Skills
Management, Recruiting, Customer Service, Training, Customer Satisfaction, Account Management, Accounting, Finance, Sales Management, Event Planning, Loans, Research, New Business Development, Leadership, Team Management, Mortgage Lending, Microsoft Office, Public Speaking
Education
Hair Academy on Main 2012 — 2013
Cosmetology and Hair Dessing
Shreemati Nathibai Damodar Thackersey Women's University 1978 — 1983
Bachelor of Applied Science (B.A.Sc.), Textile and Chemistry
Christian Dior August 2012 - Present
Bobbi Brown Cosmetics June 2011 - January 2013
Deepalaxmi Foods LLC January 2011 - January 2013
Fiserv Mortgage Company March 2009 - July 2009
Ambassador of India Restaurant October 1995 - February 2009
Wachovia, A Wells Fargo Company August 1999 - March 2006
Skills
Management, Recruiting, Customer Service, Training, Customer Satisfaction, Account Management, Accounting, Finance, Sales Management, Event Planning, Loans, Research, New Business Development, Leadership, Team Management, Mortgage Lending, Microsoft Office, Public Speaking
Education
Hair Academy on Main 2012 — 2013
Cosmetology and Hair Dessing
Shreemati Nathibai Damodar Thackersey Women's University 1978 — 1983
Bachelor of Applied Science (B.A.Sc.), Textile and Chemistry
Cynthia Condrich Cynthia Condrich's Wachovia, A Wells Fargo Company Experience February 2002 - December 2004
Job Quality of Life Manager
Industry Nonprofit Organization Management
Experience
National PTA June 2012 - June 2015
Closets By Design February 2014 - April 2015
National PTA June 2013 - 2015
Charlotte Mecklenburg Schools September 2010 - May 2013
Providence Country Club February 2007 - August 2007
Wachovia, A Wells Fargo Company February 2002 - December 2004
Wachovia, A Wells Fargo Company September 2000 - February 2002
Bank of America April 2000 - September 2000
Thomson Reuters July 1995 - April 2000
SunGard Financial Systems June 1993 - July 1995
Skills
Business Process..., Software Project..., Equities, Product Management, Project Planning, Customer Service, Requirements Gathering, Quality Assurance, Software Implementation, Software Documentation, Fixed Income, Problem Solving
Education
Simmons College 1985 — 1989
B.S., Finance, Philosophy
National PTA June 2012 - June 2015
Closets By Design February 2014 - April 2015
National PTA June 2013 - 2015
Charlotte Mecklenburg Schools September 2010 - May 2013
Providence Country Club February 2007 - August 2007
Wachovia, A Wells Fargo Company February 2002 - December 2004
Wachovia, A Wells Fargo Company September 2000 - February 2002
Bank of America April 2000 - September 2000
Thomson Reuters July 1995 - April 2000
SunGard Financial Systems June 1993 - July 1995
Skills
Business Process..., Software Project..., Equities, Product Management, Project Planning, Customer Service, Requirements Gathering, Quality Assurance, Software Implementation, Software Documentation, Fixed Income, Problem Solving
Education
Simmons College 1985 — 1989
B.S., Finance, Philosophy
Andy Krone's Wachovia, A Wells Fargo Company Experience 2007 - 2009
Job Associate Attorney at Waldron & Schneider, L.L.P.
Industry Law Practice
Experience
Waldron & Schneider, L.L.P. November 2014 - Present
Waldron & Schneider, LLP May 2013 - November 2014
South Texas College of Law January 2013 - May 2013
Paul D. Clote, Attorney at Law 2011 - 2013
Harris County Probate Court No. 3 May 2012 - August 2012
Capital One 2009 - 2010
Wachovia, A Wells Fargo Company 2007 - 2009
Skills
Civil Litigation, Legal Writing, Legal Research, Westlaw, Mediation, Dispute Resolution, Depositions, Qualified Mediator, Asset Protection, Document Drafting, Investments, Client Counseling, Estate Planning
Education
South Texas College of Law 2011 — 2014
Doctor of Law (J.D.), Business Litigation, Transactional
Texas Tech University - Rawls College of Business 2001 — 2005
Bachelors, Marketing, Cum Laude
Waldron & Schneider, L.L.P. November 2014 - Present
Waldron & Schneider, LLP May 2013 - November 2014
South Texas College of Law January 2013 - May 2013
Paul D. Clote, Attorney at Law 2011 - 2013
Harris County Probate Court No. 3 May 2012 - August 2012
Capital One 2009 - 2010
Wachovia, A Wells Fargo Company 2007 - 2009
Skills
Civil Litigation, Legal Writing, Legal Research, Westlaw, Mediation, Dispute Resolution, Depositions, Qualified Mediator, Asset Protection, Document Drafting, Investments, Client Counseling, Estate Planning
Education
South Texas College of Law 2011 — 2014
Doctor of Law (J.D.), Business Litigation, Transactional
Texas Tech University - Rawls College of Business 2001 — 2005
Bachelors, Marketing, Cum Laude
Karen E. Van Voorhis, CFP Karen E. Van Voorhis, CFP's Wachovia, A Wells Fargo Company Experience 2004 - 2009
Job Director, Wealth Management, at Sapers & Wallack
Industry Investment Management
Experience
Sapers & Wallack, Inc. 2012 - Present
Lexington Wealth Management 2011 - 2012
Wachovia, A Wells Fargo Company 2004 - 2009
Tanager Financial Services, Inc. 1999 - 2004
Applegarth Advisory Group 1995 - 1999
Skills
Financial Planning, Tax Strategies, Wealth Management, Investments, Asset Management, Retirement Planning, Retirement, Portfolio Management, Asset Allocation, Investment Advisory, Investment Strategies, Wealth, Financial Advisory, Financial Analysis, High Net Worth..., Finance, Strategic Financial..., Estate Planning, Wealth Management..., Tax, Investment Management, Insurance, Mutual Funds, Fixed Income, Alternative Investments, Financial Services, 401k, Securities
Education
Smith College 1991 — 1995
B.A. in Russian Civilization, Russian, French
Sapers & Wallack, Inc. 2012 - Present
Lexington Wealth Management 2011 - 2012
Wachovia, A Wells Fargo Company 2004 - 2009
Tanager Financial Services, Inc. 1999 - 2004
Applegarth Advisory Group 1995 - 1999
Skills
Financial Planning, Tax Strategies, Wealth Management, Investments, Asset Management, Retirement Planning, Retirement, Portfolio Management, Asset Allocation, Investment Advisory, Investment Strategies, Wealth, Financial Advisory, Financial Analysis, High Net Worth..., Finance, Strategic Financial..., Estate Planning, Wealth Management..., Tax, Investment Management, Insurance, Mutual Funds, Fixed Income, Alternative Investments, Financial Services, 401k, Securities
Education
Smith College 1991 — 1995
B.A. in Russian Civilization, Russian, French
Aris Harutyunyan Aris Harutyunyan's Wachovia, A Wells Fargo Company Experience September 2008 - March 2009
Job Product Operation at LinkedIn
Industry Research
Experience
LinkedIn August 2015 - Present
Facebook November 2013 - August 2015
Zynga April 2012 - September 2013
Wixci June 2010 - May 2013
Collaborative Economics, Inc July 2010 - March 2012
Concert Global April 2009 - July 2010
Wachovia, A Wells Fargo Company September 2008 - March 2009
Skills
E-commerce, Venture Capital, Marketing, Access, Investments, Leadership, Microsoft Excel, Analysis, Portfolio Management, Product Development, Social Media, Business Planning, Facebook, Public Speaking, Microsoft Office, Mergers & Acquisitions, Financial Analysis, Economics, PowerPoint, Databases, Start-ups
Education
Santa Clara University 2008 — 2010
Bachelor of Science, Economics
LinkedIn August 2015 - Present
Facebook November 2013 - August 2015
Zynga April 2012 - September 2013
Wixci June 2010 - May 2013
Collaborative Economics, Inc July 2010 - March 2012
Concert Global April 2009 - July 2010
Wachovia, A Wells Fargo Company September 2008 - March 2009
Skills
E-commerce, Venture Capital, Marketing, Access, Investments, Leadership, Microsoft Excel, Analysis, Portfolio Management, Product Development, Social Media, Business Planning, Facebook, Public Speaking, Microsoft Office, Mergers & Acquisitions, Financial Analysis, Economics, PowerPoint, Databases, Start-ups
Education
Santa Clara University 2008 — 2010
Bachelor of Science, Economics
Jacob Bower's Wachovia, A Wells Fargo Company Experience September 1984 - September 1989
Job Senior Relationship Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo March 2012 - Present
Wells Fargo March 2012 - Present
Bank of America January 1990 - March 2012
Fidelity Bank January 1989 - January 1990
Wachovia, A Wells Fargo Company September 1984 - September 1989
Fidelity Bank January 1986 - January 1989
International Harvester Credit Corporation January 1975 - January 1985
Skills
Loans, Program Management, Real Estate, Portfolio Management, Cross-functional Team..., Customer Satisfaction, Finance, Analysis, Credit, Commercial Banking, Banking, Management, New Business Development, Cash Management, Financial Services, Commercial Mortgages, Sales, Investments, Risk Management, Lines Of Credit, Strategy, Treasury Management, Small Business, Mortgage Lending, Credit Analysis, Financial Analysis, Relationship Management, Commercial Lending, Small Business Lending
Education
Slippery Rock University 1971 — 1974
B.S, Natural Resource Management
Slippery Rock University of Pennsylvania 1971 — 1974
BA, Finance, Natural Resource Management
Wells Fargo March 2012 - Present
Wells Fargo March 2012 - Present
Bank of America January 1990 - March 2012
Fidelity Bank January 1989 - January 1990
Wachovia, A Wells Fargo Company September 1984 - September 1989
Fidelity Bank January 1986 - January 1989
International Harvester Credit Corporation January 1975 - January 1985
Skills
Loans, Program Management, Real Estate, Portfolio Management, Cross-functional Team..., Customer Satisfaction, Finance, Analysis, Credit, Commercial Banking, Banking, Management, New Business Development, Cash Management, Financial Services, Commercial Mortgages, Sales, Investments, Risk Management, Lines Of Credit, Strategy, Treasury Management, Small Business, Mortgage Lending, Credit Analysis, Financial Analysis, Relationship Management, Commercial Lending, Small Business Lending
Education
Slippery Rock University 1971 — 1974
B.S, Natural Resource Management
Slippery Rock University of Pennsylvania 1971 — 1974
BA, Finance, Natural Resource Management
Erin Kearns Erin Kearns's Wachovia, A Wells Fargo Company Experience 2005 - 2010
Job SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank June 2011 - Present
Wells Fargo Home Mortgage 2010 - June 2011
Wachovia, A Wells Fargo Company 2005 - 2010
Wachovia Bank 2005 - 2009
Skills
Banking, Consumer Lending, Retail Banking, Direct Marketing, Relationship Management, Financial Services
Education
Slippery Rock University of Pennsylvania 1994 — 1997
Bachelor of Science, Business Administration
SunTrust Bank June 2011 - Present
Wells Fargo Home Mortgage 2010 - June 2011
Wachovia, A Wells Fargo Company 2005 - 2010
Wachovia Bank 2005 - 2009
Skills
Banking, Consumer Lending, Retail Banking, Direct Marketing, Relationship Management, Financial Services
Education
Slippery Rock University of Pennsylvania 1994 — 1997
Bachelor of Science, Business Administration
Donald J Wade Donald J Wade's Wachovia, A Wells Fargo Company Experience January 2010 - April 2011
Job NICE Perform Call Recording Operating Systems Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2013 - Present
Wells Fargo January 2013 - July 2013
Wells Fargo December 2011 - December 2012
Wachovia, A Wells Fargo Company January 2010 - April 2011
Accenture August 2006 - October 2009
Springs Global August 1997 - May 2006
Lockheed Martin Energy June 1981 - August 1997
Skills
NICE Perform, Quality Center, TSO, JCL, CA7, db2/cobol, SQL, SAS, HTML, Unix Shell Scripting, SDLC, User Acceptance Testing, Manual Testing, System Testing, Post Production, CIT, Unit Testing, Administrative Support, Banking, Manugistics, AIX, Telephony, Production Support, Visio, Genesys Framework, genesys routing, genesys reporting, Call Logging, IVR, Universal Softphone, Aspect, Avaya, CTI, Call Center, Troubleshooting, Customer Service, Quality Assurance
Education
South Carolina State University 1977 — 1981
Bachelor of Science, Mathematics
Wells Fargo July 2013 - Present
Wells Fargo January 2013 - July 2013
Wells Fargo December 2011 - December 2012
Wachovia, A Wells Fargo Company January 2010 - April 2011
Accenture August 2006 - October 2009
Springs Global August 1997 - May 2006
Lockheed Martin Energy June 1981 - August 1997
Skills
NICE Perform, Quality Center, TSO, JCL, CA7, db2/cobol, SQL, SAS, HTML, Unix Shell Scripting, SDLC, User Acceptance Testing, Manual Testing, System Testing, Post Production, CIT, Unit Testing, Administrative Support, Banking, Manugistics, AIX, Telephony, Production Support, Visio, Genesys Framework, genesys routing, genesys reporting, Call Logging, IVR, Universal Softphone, Aspect, Avaya, CTI, Call Center, Troubleshooting, Customer Service, Quality Assurance
Education
South Carolina State University 1977 — 1981
Bachelor of Science, Mathematics
Eduardo Reash Eduardo Reash's Wachovia, A Wells Fargo Company Experience February 2008 - October 2009
Job Commercial Loan Officer at First Citizens Bank
Industry Financial Services
Experience
First Citizens Bank September 2013 - Present
First Citizens Bank September 2012 - Present
Citibank November 2010 - September 2012
Business Bank of Texas November 2009 - November 2010
Wachovia, A Wells Fargo Company February 2008 - October 2009
Wells Fargo Bank September 2003 - February 2008
Skills
Accounting, Banking, Commercial Banking, Commercial Lending, Commercial Real Estate, Finance, Financial Services, Investments, Loans, Financial Analysis
Education
International Institute for Leadership Education 2007 — 2007
International Business - Prague
St. Edward's University 2005 — 2007
MBA, Financial Planning
Texas A&M International University 1995 — 2000
BBA, Finance
First Citizens Bank September 2013 - Present
First Citizens Bank September 2012 - Present
Citibank November 2010 - September 2012
Business Bank of Texas November 2009 - November 2010
Wachovia, A Wells Fargo Company February 2008 - October 2009
Wells Fargo Bank September 2003 - February 2008
Skills
Accounting, Banking, Commercial Banking, Commercial Lending, Commercial Real Estate, Finance, Financial Services, Investments, Loans, Financial Analysis
Education
International Institute for Leadership Education 2007 — 2007
International Business - Prague
St. Edward's University 2005 — 2007
MBA, Financial Planning
Texas A&M International University 1995 — 2000
BBA, Finance
Jason LoSchiavo Jason LoSchiavo's Wachovia, A Wells Fargo Company Experience January 2008 - Present
Job REO Sales Rep at Wachovia REO
Industry Banking
Experience
Wachovia, A Wells Fargo Company January 2008 - Present
Wachovia, A Wells Fargo Company July 2004 - January 2008
Progressive Insurance February 2003 - July 2004
Education
Sonoma State University 1998 — 2002
BA, Economics
Wachovia, A Wells Fargo Company January 2008 - Present
Wachovia, A Wells Fargo Company July 2004 - January 2008
Progressive Insurance February 2003 - July 2004
Education
Sonoma State University 1998 — 2002
BA, Economics
Micki Bryan Micki Bryan's Wachovia, A Wells Fargo Company Experience 1995 - 2009
Job Technology Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2010 - Present
Wachovia, A Wells Fargo Company 1995 - 2009
Integon November 1989 - June 1995
Ameritas January 1985 - November 1989
Skills
Insurance, Retirement, Life Insurance, SDLC, Banking, Business Analysis, Visio, COBOL, Process Improvement, SharePoint, Business Requirements, Mainframe, JCL, Risk Management, Requirements Gathering, Requirements Analysis
Education
Southeast Community College 1983 — 1984
AA, Computer Programming
Wells Fargo January 2010 - Present
Wachovia, A Wells Fargo Company 1995 - 2009
Integon November 1989 - June 1995
Ameritas January 1985 - November 1989
Skills
Insurance, Retirement, Life Insurance, SDLC, Banking, Business Analysis, Visio, COBOL, Process Improvement, SharePoint, Business Requirements, Mainframe, JCL, Risk Management, Requirements Gathering, Requirements Analysis
Education
Southeast Community College 1983 — 1984
AA, Computer Programming
Jamie Williams-Jenkins Jamie Williams-Jenkins's Wachovia, A Wells Fargo Company Experience February 2009 - Present
Job Financial Specialist at Wachovia, A Wells Fargo Company
Industry Marketing and Advertising
Experience
Wachovia, A Wells Fargo Company February 2009 - Present
Restorganize December 2008 - February 2009
A Time and Place for Everything October 2008 - February 2009
Premier Garage August 2008 - February 2009
Ambit Energy June 2008 - February 2009
1-800-PACK-RAT October 2005 - December 2008
Land Mortgage dba Ameripro Funding 2002 - 2005
Education
San Jacinto College 1994 — 1998
South Houston High School 1990 — 1994
Wachovia, A Wells Fargo Company February 2009 - Present
Restorganize December 2008 - February 2009
A Time and Place for Everything October 2008 - February 2009
Premier Garage August 2008 - February 2009
Ambit Energy June 2008 - February 2009
1-800-PACK-RAT October 2005 - December 2008
Land Mortgage dba Ameripro Funding 2002 - 2005
Education
San Jacinto College 1994 — 1998
South Houston High School 1990 — 1994
Tisha Garza Tisha Garza's Wachovia, A Wells Fargo Company Experience 1990 - 2000
Job Head of Sales Enablement
Industry Professional Training & Coaching
Experience
Anaplan May 2015 - Present
Castlight Health February 2012 - February 2015
LinkedIn June 2011 - March 2012
Cisco WebEx August 2007 - June 2011
Marsh February 2003 - August 2007
Aspect Communications September 2000 - February 2003
Wachovia, A Wells Fargo Company 1990 - 2000
Skills
Salesforce.com, Training, Cross-functional Team..., Leadership, Start-ups, Project Management, Program Management, Sales, Operations Management, Sales Management, Change Management, Management, Public Speaking, Sales Process, CRM, Event Management, Account Management, SaaS, Lead Generation, Customer Satisfaction, Customer Experience, Direct Sales, Solution Selling, Strategy, Business Development, Selling, B2B, Sales Operations, Strategic Partnerships, Enterprise Software, Sales Presentations, Entrepreneurship, Employee Training
Education
San Jose State University 1989 — 1993
Bachelor of Arts (B.A.), Social Sciences
Anaplan May 2015 - Present
Castlight Health February 2012 - February 2015
LinkedIn June 2011 - March 2012
Cisco WebEx August 2007 - June 2011
Marsh February 2003 - August 2007
Aspect Communications September 2000 - February 2003
Wachovia, A Wells Fargo Company 1990 - 2000
Skills
Salesforce.com, Training, Cross-functional Team..., Leadership, Start-ups, Project Management, Program Management, Sales, Operations Management, Sales Management, Change Management, Management, Public Speaking, Sales Process, CRM, Event Management, Account Management, SaaS, Lead Generation, Customer Satisfaction, Customer Experience, Direct Sales, Solution Selling, Strategy, Business Development, Selling, B2B, Sales Operations, Strategic Partnerships, Enterprise Software, Sales Presentations, Entrepreneurship, Employee Training
Education
San Jose State University 1989 — 1993
Bachelor of Arts (B.A.), Social Sciences
Sabrina Taylor Sabrina Taylor's Wachovia, A Wells Fargo Company Experience 2004 - 2006
Job Sr. Operational Risk Specialist at Bank of America
Industry Banking
Experience
Bank of America March 2010 - Present
Bank of America May 2006 - February 2010
Wachovia, A Wells Fargo Company 2004 - 2006
Skills
Banking, Risk Management, Operational Risk..., Financial Risk, Operational Risk, Financial Services, Internal Audit, Auditing, SDLC, Credit, Retail Banking, Credit Risk, Portfolio Management
Education
Webster University 2002 — 2006
MBA, Business
South Carolina State University 1990 — 1994
BS, Accounting
Bank of America March 2010 - Present
Bank of America May 2006 - February 2010
Wachovia, A Wells Fargo Company 2004 - 2006
Skills
Banking, Risk Management, Operational Risk..., Financial Risk, Operational Risk, Financial Services, Internal Audit, Auditing, SDLC, Credit, Retail Banking, Credit Risk, Portfolio Management
Education
Webster University 2002 — 2006
MBA, Business
South Carolina State University 1990 — 1994
BS, Accounting
Lindsey Capraro Lindsey Capraro's Wachovia, A Wells Fargo Company Experience August 2009 - March 2010
Job Teacher at Richmond Public Schools
Industry Primary/Secondary Education
Experience
Richmond Public Schools August 2013 - Present
STAT!Ref The Premier Healthcare e-source March 2010 - Present
Wachovia, A Wells Fargo Company August 2009 - March 2010
Keohane & D'Alessandro PLLC April 2008 - February 2009
Absolute Pitch Public Relations May 2008 - December 2008
Hoffman, Warnick & D'Alessandro LLC June 2006 - February 2008
Skills
Account Management, Sales, Sales Management, Healthcare, New Business Development, Sales Presentations, Customer Service, Strategic Planning, Leadership, Public Speaking, Training
Education
University at Albany, SUNY 2007 — 2008
M.A., Organizational Communication
Siena College 2002 — 2005
BA, English, Sociology
Guilderland Central High School 1997 — 2001
Richmond Public Schools August 2013 - Present
STAT!Ref The Premier Healthcare e-source March 2010 - Present
Wachovia, A Wells Fargo Company August 2009 - March 2010
Keohane & D'Alessandro PLLC April 2008 - February 2009
Absolute Pitch Public Relations May 2008 - December 2008
Hoffman, Warnick & D'Alessandro LLC June 2006 - February 2008
Skills
Account Management, Sales, Sales Management, Healthcare, New Business Development, Sales Presentations, Customer Service, Strategic Planning, Leadership, Public Speaking, Training
Education
University at Albany, SUNY 2007 — 2008
M.A., Organizational Communication
Siena College 2002 — 2005
BA, English, Sociology
Guilderland Central High School 1997 — 2001
Mark Dudley's Wachovia, A Wells Fargo Company Experience April 2009 - August 2009
Job Learning Manager at Xerox
Industry Professional Training & Coaching
Experience
Xerox Learning Services April 2011 - Present
Xerox July 2013 - March 2014
Wells Fargo September 2009 - December 2010
Wachovia, A Wells Fargo Company April 2009 - August 2009
Wachovia (a Wells Fargo Company) July 2007 - August 2009
Wachovia August 2003 - July 2007
Mark D Dudley - Performance Consulting May 1997 - August 2003
Bank of America October 1995 - May 1997
Skills
Instructional Design, Performance Consulting, Coaching, Performance Improvement, Requirements Analysis, Learning Leadership, Leadership, Leadership Development, ADDIE, Blended Learning, Learning Evaluation, Educational Evaluations, Workshop Facilitation, Instructor-led Training, Needs Analysis, Captivate, Learning Management, Learning Management..., Training Delivery, Training, E-Learning, Knowledge Management, Employee Training, Project Management, Team Building, Organizational..., Technical Training, Adult Education, Program Management, Organizational..., Human Resources, Consulting, Management, Curriculum Design, Onboarding, Strategy, Performance Management, Career Development, Talent Management, Staff Development, Employee Engagement
Education
Southwestern Baptist Theological Seminary 1987 — 1990
MA
The University of Texas at Austin - Red McCombs School of Business 1981 — 1985
BBA
The University of Texas at Austin 1981 — 1985
Bachelor of Business Administration (BBA)
Southwestern Baptist Theological Seminary 1987 — 1990
MDIV
Xerox Learning Services April 2011 - Present
Xerox July 2013 - March 2014
Wells Fargo September 2009 - December 2010
Wachovia, A Wells Fargo Company April 2009 - August 2009
Wachovia (a Wells Fargo Company) July 2007 - August 2009
Wachovia August 2003 - July 2007
Mark D Dudley - Performance Consulting May 1997 - August 2003
Bank of America October 1995 - May 1997
Skills
Instructional Design, Performance Consulting, Coaching, Performance Improvement, Requirements Analysis, Learning Leadership, Leadership, Leadership Development, ADDIE, Blended Learning, Learning Evaluation, Educational Evaluations, Workshop Facilitation, Instructor-led Training, Needs Analysis, Captivate, Learning Management, Learning Management..., Training Delivery, Training, E-Learning, Knowledge Management, Employee Training, Project Management, Team Building, Organizational..., Technical Training, Adult Education, Program Management, Organizational..., Human Resources, Consulting, Management, Curriculum Design, Onboarding, Strategy, Performance Management, Career Development, Talent Management, Staff Development, Employee Engagement
Education
Southwestern Baptist Theological Seminary 1987 — 1990
MA
The University of Texas at Austin - Red McCombs School of Business 1981 — 1985
BBA
The University of Texas at Austin 1981 — 1985
Bachelor of Business Administration (BBA)
Southwestern Baptist Theological Seminary 1987 — 1990
MDIV
Chantrell McCormick Chantrell McCormick's Wachovia, A Wells Fargo Company Experience November 2006 - October 2010
Job Asst. Vice President at BB&T
Industry Banking
Experience
BB&T November 2010 - Present
Wachovia, A Wells Fargo Company November 2006 - October 2010
Wells Fargo Financial February 2005 - November 2006
Whitney National Bank September 2002 - February 2005
Skills
Banking, Leadership, Marketing, Budgets, Finance, Strategic Planning, Team Building
Education
University of Maryland University College 2007 — 2010
MBA, Business Administration
Southern University at New Orleans 2001 — 2004
BA, Communications/Business
BB&T November 2010 - Present
Wachovia, A Wells Fargo Company November 2006 - October 2010
Wells Fargo Financial February 2005 - November 2006
Whitney National Bank September 2002 - February 2005
Skills
Banking, Leadership, Marketing, Budgets, Finance, Strategic Planning, Team Building
Education
University of Maryland University College 2007 — 2010
MBA, Business Administration
Southern University at New Orleans 2001 — 2004
BA, Communications/Business
Theodore Herring Theodore Herring's Wachovia, A Wells Fargo Company Experience April 2001 - January 2004
Job CEO, ChFEBC,Experienced Broker of Record, ACA and PPACA compliance guru, Medical tourism expert, Insurance sales Trainer
Industry Insurance
Experience
University Insurance Agency LLC November 2006 - Present
RBC Royal Bank April 2006 - October 2007
SunTrust Bank February 2004 - March 2006
Wachovia, A Wells Fargo Company April 2001 - January 2004
US Navy 1979 - 1996
Skills
HR Consulting, Fixed Annuities, Life Insurance, Health Insurance, Insurance Consulting, Insurance, Mortgage Lending, CRM, Customer Retention, Employee Benefits, Small Business, Credit, Long-term Care, Loans, Sales, Term Life Insurance, Disability Insurance, Retirement Planning, Critical Illness, Employee Training, Whole Life, Property & Casualty..., Accident, General Insurance, Long Term Care Insurance, Brokers, Underwriting, Retirement, Estate Planning, Workers Compensation, Investments, Medicare, Management, Customer Service, Team Building, Leadership, Strategic Planning, Public Speaking, Marketing, Finance, Microsoft Office
Education
Southern Illinois University, Carbondale 1987 — 1993
University Insurance Agency LLC November 2006 - Present
RBC Royal Bank April 2006 - October 2007
SunTrust Bank February 2004 - March 2006
Wachovia, A Wells Fargo Company April 2001 - January 2004
US Navy 1979 - 1996
Skills
HR Consulting, Fixed Annuities, Life Insurance, Health Insurance, Insurance Consulting, Insurance, Mortgage Lending, CRM, Customer Retention, Employee Benefits, Small Business, Credit, Long-term Care, Loans, Sales, Term Life Insurance, Disability Insurance, Retirement Planning, Critical Illness, Employee Training, Whole Life, Property & Casualty..., Accident, General Insurance, Long Term Care Insurance, Brokers, Underwriting, Retirement, Estate Planning, Workers Compensation, Investments, Medicare, Management, Customer Service, Team Building, Leadership, Strategic Planning, Public Speaking, Marketing, Finance, Microsoft Office
Education
Southern Illinois University, Carbondale 1987 — 1993
Brandi Gordon, SPHR, SHRM-SCP Brandi Gordon, SPHR, SHRM-SCP's Wachovia, A Wells Fargo Company Experience February 1998 - February 2002
Job Senior Human Resources Consultant
Industry Human Resources
Experience
SharedHR September 2009 - Present
Gordon Consulting April 2002 - Present
SHRM August 2014 - January 2015
Wachovia, A Wells Fargo Company February 1998 - February 2002
First Union National Bank/CoreStates Financial 1995 - 1998
NRC 1992 - 1995
Skills
Performance Management, Employee Relations, Organizational..., Executive Coaching, Employee Benefits, Leadership Development, Workforce Planning, Talent Management, Onboarding, Change Management, HRIS, Recruiting, Employee Engagement, HR Consulting, Benefits Administration, Coaching, Legal Compliance, Organizational..., HR Policies, Employee Surveys, SPHR, Job Evaluation, Strategic HR, Job Descriptions, Employee Handbooks, Performance Improvement, Workshop Facilitation, Career Development, Human Resources, Management, Leadership, Training, Organizational Design, Strategy
Education
San Francisco State University 2000 — 2002
Master's Degree Coursework
San Francisco State University 1987 — 1990
BS
SharedHR September 2009 - Present
Gordon Consulting April 2002 - Present
SHRM August 2014 - January 2015
Wachovia, A Wells Fargo Company February 1998 - February 2002
First Union National Bank/CoreStates Financial 1995 - 1998
NRC 1992 - 1995
Skills
Performance Management, Employee Relations, Organizational..., Executive Coaching, Employee Benefits, Leadership Development, Workforce Planning, Talent Management, Onboarding, Change Management, HRIS, Recruiting, Employee Engagement, HR Consulting, Benefits Administration, Coaching, Legal Compliance, Organizational..., HR Policies, Employee Surveys, SPHR, Job Evaluation, Strategic HR, Job Descriptions, Employee Handbooks, Performance Improvement, Workshop Facilitation, Career Development, Human Resources, Management, Leadership, Training, Organizational Design, Strategy
Education
San Francisco State University 2000 — 2002
Master's Degree Coursework
San Francisco State University 1987 — 1990
BS
Mark Commune Mark Commune's Wachovia, A Wells Fargo Company Experience 2004 - 2006
Job Regional Manager, Vice President
Industry Banking
Experience
Citizens Bank April 2014 - Present
Citizens Bank January 2012 - Present
Citizens Bank December 2009 - January 2012
Citizens Bank 2006 - 2009
Wachovia, A Wells Fargo Company 2004 - 2006
Town of Seymour CT January 2003 - January 2005
Connecticut Financial Services, LLC 1996 - 2004
Skills
Change Management, Sales Management, Sales Process, Cross Selling, Training Delivery, Group Presentations, Workshop Presenter, Credit, Retail, Cash Management, Small Business Lending, Contact Center..., Retail Banking, Program Facilitation, Workshops, Leadership, Consumer Lending, Management, Call Centers, Commercial Banking, Mortgage Lending, Loans, CRM, Coaching, Team Building, Sales, Banking, Credit Cards, Customer Satisfaction
Education
Southern Connecticut State University 1995 — 1999
BS, Corporate Communications
Citizens Bank April 2014 - Present
Citizens Bank January 2012 - Present
Citizens Bank December 2009 - January 2012
Citizens Bank 2006 - 2009
Wachovia, A Wells Fargo Company 2004 - 2006
Town of Seymour CT January 2003 - January 2005
Connecticut Financial Services, LLC 1996 - 2004
Skills
Change Management, Sales Management, Sales Process, Cross Selling, Training Delivery, Group Presentations, Workshop Presenter, Credit, Retail, Cash Management, Small Business Lending, Contact Center..., Retail Banking, Program Facilitation, Workshops, Leadership, Consumer Lending, Management, Call Centers, Commercial Banking, Mortgage Lending, Loans, CRM, Coaching, Team Building, Sales, Banking, Credit Cards, Customer Satisfaction
Education
Southern Connecticut State University 1995 — 1999
BS, Corporate Communications
Eric Urhausen's Wachovia, A Wells Fargo Company Experience April 2009 - July 2009
Job Developer
Industry Computer Software
Experience
SweetLabs, Inc. September 2012 - Present
SweetLabs, Inc. August 2011 - August 2012
SweetLabs, Inc. October 2010 - July 2011
JPMorgan Chase & Co. July 2009 - October 2010
Wachovia, A Wells Fargo Company April 2009 - July 2009
Construction 2004 - 2009
Washington Mutual 2002 - 2004
Skills
Web Applications, Web Development, JavaScript, HTML, SQL, PHP, Mobile Applications, AngularJS, HTML 5, MySQL, C#, Agile Methodologies, Photoshop, Software Quality..., Scrum, C++, Java, Test Planning, QA Engineering, User Acceptance Testing, Quality Center, Visual Basic, CSS, AutoIt, Automation, Test Automation, Test Management, Test Cases, Regression Testing, Testing, Git, Github
Education
Art Institute of California Orange County 2005 — 2008
Bachelor of Science, Visual and Game Programming
San Diego State University-California State University 2000 — 2004
Computer Science
SweetLabs, Inc. September 2012 - Present
SweetLabs, Inc. August 2011 - August 2012
SweetLabs, Inc. October 2010 - July 2011
JPMorgan Chase & Co. July 2009 - October 2010
Wachovia, A Wells Fargo Company April 2009 - July 2009
Construction 2004 - 2009
Washington Mutual 2002 - 2004
Skills
Web Applications, Web Development, JavaScript, HTML, SQL, PHP, Mobile Applications, AngularJS, HTML 5, MySQL, C#, Agile Methodologies, Photoshop, Software Quality..., Scrum, C++, Java, Test Planning, QA Engineering, User Acceptance Testing, Quality Center, Visual Basic, CSS, AutoIt, Automation, Test Automation, Test Management, Test Cases, Regression Testing, Testing, Git, Github
Education
Art Institute of California Orange County 2005 — 2008
Bachelor of Science, Visual and Game Programming
San Diego State University-California State University 2000 — 2004
Computer Science
Christopher Cocran's Wachovia, A Wells Fargo Company Experience March 2006 - April 2010
Job President Lovexports.com
Industry Food & Beverages
Experience
Lovexports May 2011 - Present
JP Morgan Chase April 2010 - May 2011
Wachovia, A Wells Fargo Company March 2006 - April 2010
Skills
Loans, Banking, Commercial Lending, Financial Analysis, Commercial Banking, Credit, Public Speaking, Small Business Lending, Fundraising, Business Portfolio..., Charity, Charity Work, Charity Governance, Non-profits, Non-profit Leadership, Nonprofits, Mortgage Lending, Cash Management, Small Business, Credit Analysis, Portfolio Management, Retail Banking, Entrepreneurship, Consumer Lending, Executive Management, Finance, Investments, Strategic Financial..., Business Planning, Risk Management
Education
Southeastern Louisiana University 2000 — 2003
Bachelor's, Mass Communications
Southeastern Louisiana University 2000 — 2003
Minor, Spanish
Lovexports May 2011 - Present
JP Morgan Chase April 2010 - May 2011
Wachovia, A Wells Fargo Company March 2006 - April 2010
Skills
Loans, Banking, Commercial Lending, Financial Analysis, Commercial Banking, Credit, Public Speaking, Small Business Lending, Fundraising, Business Portfolio..., Charity, Charity Work, Charity Governance, Non-profits, Non-profit Leadership, Nonprofits, Mortgage Lending, Cash Management, Small Business, Credit Analysis, Portfolio Management, Retail Banking, Entrepreneurship, Consumer Lending, Executive Management, Finance, Investments, Strategic Financial..., Business Planning, Risk Management
Education
Southeastern Louisiana University 2000 — 2003
Bachelor's, Mass Communications
Southeastern Louisiana University 2000 — 2003
Minor, Spanish
Glenn Berry Glenn Berry's Wachovia, A Wells Fargo Company Experience January 1995 - March 2015
Job Sr. Business System Consultant VP Computing Platform Services at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Wachovia, A Wells Fargo Company January 1995 - March 2015
Skills
SDLC, Business Analysis, Project Portfolio..., PMO, Requirements Analysis, Business Process, Banking, Risk Management, PMP, Vendor Management, Management, SharePoint, Leadership, IT Strategy, Project Management, Business Process..., Software Project..., Integration, Visio, Software Documentation, Business Requirements, Process Improvement, Resource Management, Business Intelligence, Quality Assurance, MS Project, IT Management, Requirements Gathering, Program Management, Enterprise Architecture, CRM, Governance, Financial Services, Disaster Recovery, Systems Analysis, Project Delivery, Data Warehousing, User Acceptance Testing, Microsoft Project
Education
Trinity Evangelical Divinity School 1982 — 1984
Master's of Divinity, New Testament Greek, 4.0
Southern Illinois University, Carbondale 1975 — 1979
Bachelor's degree, Zoology/Animal Biology, 3.45
Maine West High School 1971 — 1975
High School Diploma, General Studies, 4.0
Wells Fargo March 2015 - Present
Wachovia, A Wells Fargo Company January 1995 - March 2015
Skills
SDLC, Business Analysis, Project Portfolio..., PMO, Requirements Analysis, Business Process, Banking, Risk Management, PMP, Vendor Management, Management, SharePoint, Leadership, IT Strategy, Project Management, Business Process..., Software Project..., Integration, Visio, Software Documentation, Business Requirements, Process Improvement, Resource Management, Business Intelligence, Quality Assurance, MS Project, IT Management, Requirements Gathering, Program Management, Enterprise Architecture, CRM, Governance, Financial Services, Disaster Recovery, Systems Analysis, Project Delivery, Data Warehousing, User Acceptance Testing, Microsoft Project
Education
Trinity Evangelical Divinity School 1982 — 1984
Master's of Divinity, New Testament Greek, 4.0
Southern Illinois University, Carbondale 1975 — 1979
Bachelor's degree, Zoology/Animal Biology, 3.45
Maine West High School 1971 — 1975
High School Diploma, General Studies, 4.0
Michelle Thorne's Wachovia, A Wells Fargo Company Experience April 2010 - September 2012
Job Senior Relationship Banker at Union Bank
Industry Banking
Experience
Union Bank October 2012 - Present
Wachovia, A Wells Fargo Company April 2010 - September 2012
Wells Fargo Bank August 2007 - April 2010
Wells Fargo August 2005 - August 2007
Skills
Microsoft Office: Word,..., PowerPoint, Customer Service, Outlook, Financial Analysis, Customer Satisfaction, Training, Sales, Microsoft Excel, Account Management, Team Building, Team Leadership, Operations Management, Credit, Business Development, New Business Development, Project Planning, Banking, Software Documentation, Cross Selling, Public Speaking, Loans, Sales Management, Financial Services
Education
San Diego State University-California State University
Business, Management, Marketing, and Related Support Services
Southwestern College
Associate's degree, Business Administration and Management, General
Union Bank October 2012 - Present
Wachovia, A Wells Fargo Company April 2010 - September 2012
Wells Fargo Bank August 2007 - April 2010
Wells Fargo August 2005 - August 2007
Skills
Microsoft Office: Word,..., PowerPoint, Customer Service, Outlook, Financial Analysis, Customer Satisfaction, Training, Sales, Microsoft Excel, Account Management, Team Building, Team Leadership, Operations Management, Credit, Business Development, New Business Development, Project Planning, Banking, Software Documentation, Cross Selling, Public Speaking, Loans, Sales Management, Financial Services
Education
San Diego State University-California State University
Business, Management, Marketing, and Related Support Services
Southwestern College
Associate's degree, Business Administration and Management, General
Linda C. Burke Linda C. Burke's Wachovia, A Wells Fargo Company Experience November 1993 - April 2000
Job Curriculum Consultant at CVS Health
Industry Pharmaceuticals
Experience
CVS Health January 2015 - Present
CVS Health November 2013 - Present
CVS Caremark Corporation September 2011 - Present
Elavon, Inc. July 2010 - September 2011
Gwinnett Technical College October 2007 - July 2010
Gwinnett Technical College January 2009 - March 2010
InfiCorp January 2004 - September 2007
InfiCorp May 2000 - December 2003
Wachovia, A Wells Fargo Company November 1993 - April 2000
Haas Publishing Companies November 1991 - October 1993
Skills
Public Speaking, Editing, Newsletters, Microsoft Word, Training, Marketing, Press Releases, Project Planning, Research, Teaching, Teamwork, Time Management, Public Relations, Program Management, Management, Customer Service
Education
University of Alabama in Huntsville 1981 — 1983
M.A.S.
Southern Adventist University 1977 — 1981
B.A.
CVS Health January 2015 - Present
CVS Health November 2013 - Present
CVS Caremark Corporation September 2011 - Present
Elavon, Inc. July 2010 - September 2011
Gwinnett Technical College October 2007 - July 2010
Gwinnett Technical College January 2009 - March 2010
InfiCorp January 2004 - September 2007
InfiCorp May 2000 - December 2003
Wachovia, A Wells Fargo Company November 1993 - April 2000
Haas Publishing Companies November 1991 - October 1993
Skills
Public Speaking, Editing, Newsletters, Microsoft Word, Training, Marketing, Press Releases, Project Planning, Research, Teaching, Teamwork, Time Management, Public Relations, Program Management, Management, Customer Service
Education
University of Alabama in Huntsville 1981 — 1983
M.A.S.
Southern Adventist University 1977 — 1981
B.A.
Rick Neadeau Rick Neadeau's Wachovia, A Wells Fargo Company Experience December 2007 - June 2009
Job Entrepeneur
Industry Banking
Experience
E-business Entrepeneur July 2014 - Present
Bank of America August 2009 - July 2014
Wachovia, A Wells Fargo Company December 2007 - June 2009
United Guaranty Corporation February 2006 - July 2008
UNITED GUARANTY MORTGAGE INSURANCE February 2006 - December 2007
Triad Guaranty 2007 - 2007
Genworth Financial 2004 - 2006
Countrywide Home Loans 1999 - 2003
Skills
Underwriting, Banking, Credit, Credit Analysis, Credit Risk, Customer Service, FHA, Investment Properties, Leadership, Loan Origination, Loans, Management, Mortgage Banking, Mortgage Lending, Mortgage Underwriting, Quality Assurance, Refinance, Residential Mortgages, Six Sigma, Time Management
Education
Southern Nazarene University 1998 — 2000
BS, Organizational Leadership/Business Management
Southwestern Oklahoma State University 1993 — 1998
Associate, Business Management
Cheyenne High School 1989 — 1993
HS Diploma
E-business Entrepeneur July 2014 - Present
Bank of America August 2009 - July 2014
Wachovia, A Wells Fargo Company December 2007 - June 2009
United Guaranty Corporation February 2006 - July 2008
UNITED GUARANTY MORTGAGE INSURANCE February 2006 - December 2007
Triad Guaranty 2007 - 2007
Genworth Financial 2004 - 2006
Countrywide Home Loans 1999 - 2003
Skills
Underwriting, Banking, Credit, Credit Analysis, Credit Risk, Customer Service, FHA, Investment Properties, Leadership, Loan Origination, Loans, Management, Mortgage Banking, Mortgage Lending, Mortgage Underwriting, Quality Assurance, Refinance, Residential Mortgages, Six Sigma, Time Management
Education
Southern Nazarene University 1998 — 2000
BS, Organizational Leadership/Business Management
Southwestern Oklahoma State University 1993 — 1998
Associate, Business Management
Cheyenne High School 1989 — 1993
HS Diploma
Amber Fake Amber Fake's Wachovia, A Wells Fargo Company Experience 1999 - 2006
Job Firm Administrator, Ross Earle & Bonan P.A.
Industry Law Practice
Experience
Ross, Earle & Bonan P.A. March 2013 - Present
PNC April 2012 - March 2013
PNC Bank September 2009 - May 2012
National City April 2006 - September 2009
Fidelity Federal Bank and Trust 2006 - 2006
Wachovia, A Wells Fargo Company 1999 - 2006
Skills
Loans, Banking, Retail Banking, Consumer Lending, Small Business Lending, Commercial Lending, Financial Analysis, Commercial Banking, Credit, Lines Of Credit, Mortgage Lending, Credit Analysis, Loan Origination, Customer Service, Finance, Treasury Management
Education
Southern Connecticut State University 2003 — 2006
Indian River State College 2000 — 2003
Ross, Earle & Bonan P.A. March 2013 - Present
PNC April 2012 - March 2013
PNC Bank September 2009 - May 2012
National City April 2006 - September 2009
Fidelity Federal Bank and Trust 2006 - 2006
Wachovia, A Wells Fargo Company 1999 - 2006
Skills
Loans, Banking, Retail Banking, Consumer Lending, Small Business Lending, Commercial Lending, Financial Analysis, Commercial Banking, Credit, Lines Of Credit, Mortgage Lending, Credit Analysis, Loan Origination, Customer Service, Finance, Treasury Management
Education
Southern Connecticut State University 2003 — 2006
Indian River State College 2000 — 2003
Jennifer Hair Williams Jennifer Hair Williams's Wachovia, A Wells Fargo Company Experience February 2004 - September 2011
Job Business Officer at Western Carolina University
Industry Accounting
Experience
Western Carolina University August 2012 - Present
Wachovia, A Wells Fargo Company February 2004 - September 2011
Education
Western Carolina University 2011 — 2012
Savannah College of Art and Design 1997 — 1999
MFA, Historic Preservation
University of North Carolina at Chapel Hill 1993 — 1997
BA, Anthropology, Dramatic Art
North Carolina School of Science and Math 1991 — 1993
Western Carolina University August 2012 - Present
Wachovia, A Wells Fargo Company February 2004 - September 2011
Education
Western Carolina University 2011 — 2012
Savannah College of Art and Design 1997 — 1999
MFA, Historic Preservation
University of North Carolina at Chapel Hill 1993 — 1997
BA, Anthropology, Dramatic Art
North Carolina School of Science and Math 1991 — 1993
Rachel Donoghue Rachel Donoghue's Wachovia, A Wells Fargo Company Experience February 1998 - May 1999
Job Director, Specialized Service, Toronto Customer Contact Centre at Scotiabank
Industry Banking
Experience
Scotiabank July 2014 - Present
Scotiabank December 2011 - July 2014
Scotiabank May 2007 - December 2011
Scotiabank 2004 - 2007
Scotiabank 2003 - 2004
The Bank of Nova Scotia May 1999 - August 2000
Wachovia, A Wells Fargo Company February 1998 - May 1999
Skills
Retail Banking, Commercial Banking, Cash Management, Financial Analysis, Relationship Management, Banking
Education
York University 1992 — 1995
BAS, Finance
Seneca College of Applied Arts and Technology 1990 — 1992
Legal Assistant
Scotiabank July 2014 - Present
Scotiabank December 2011 - July 2014
Scotiabank May 2007 - December 2011
Scotiabank 2004 - 2007
Scotiabank 2003 - 2004
The Bank of Nova Scotia May 1999 - August 2000
Wachovia, A Wells Fargo Company February 1998 - May 1999
Skills
Retail Banking, Commercial Banking, Cash Management, Financial Analysis, Relationship Management, Banking
Education
York University 1992 — 1995
BAS, Finance
Seneca College of Applied Arts and Technology 1990 — 1992
Legal Assistant
Lawrence McFarlane Lawrence McFarlane's Wachovia, A Wells Fargo Company Experience 2010 - Present
Job Sr IT Specialist at Wells Fargo
Industry Information Technology and Services
Experience
Wachovia, A Wells Fargo Company 2010 - Present
CIGNA August 2009 - Present
ETS October 2005 - August 2009
Princeton Information 2005 - 2009
Bristol-Myers Squibb March 2001 - October 2005
Merrill Lynch March 2000 - March 2001
Conectiv August 1998 - March 2000
Verizon June 1995 - August 1998
Matsushita June 1988 - June 1995
Pathmark Stores, Inc. May 1984 - June 1988
Education
Seton Hall University 1977 — 1981
Business
Wachovia, A Wells Fargo Company 2010 - Present
CIGNA August 2009 - Present
ETS October 2005 - August 2009
Princeton Information 2005 - 2009
Bristol-Myers Squibb March 2001 - October 2005
Merrill Lynch March 2000 - March 2001
Conectiv August 1998 - March 2000
Verizon June 1995 - August 1998
Matsushita June 1988 - June 1995
Pathmark Stores, Inc. May 1984 - June 1988
Education
Seton Hall University 1977 — 1981
Business
Dennis Longdon Dennis Longdon's Wachovia, A Wells Fargo Company Experience 1997 - 2006
Job Club Level Coach at US Speedskating
Industry Insurance
Experience
Elite Speed Program April 2010 - Present
Large Company 2006 - Present
US Speedskating January 2000 - Present
Wachovia National Bank 2005 - 2008
Wachovia 1997 - 2006
Wachovia, A Wells Fargo Company 1997 - 2006
First Union National Bank 1997 - 2002
Sabre Inc. 1995 - 1996
MCI 1994 - 1995
US Air Force 1974 - 1994
Education
Southern Illinois University, Carbondale 1987 — 1991
Elite Speed Program April 2010 - Present
Large Company 2006 - Present
US Speedskating January 2000 - Present
Wachovia National Bank 2005 - 2008
Wachovia 1997 - 2006
Wachovia, A Wells Fargo Company 1997 - 2006
First Union National Bank 1997 - 2002
Sabre Inc. 1995 - 1996
MCI 1994 - 1995
US Air Force 1974 - 1994
Education
Southern Illinois University, Carbondale 1987 — 1991
Benjamin Mireles Benjamin Mireles's Wachovia, A Wells Fargo Company Experience 2006 - 2008
Job Sales Manager at Prospect Mortgage
Industry Financial Services
Experience
Prospect Mortgage, LLC August 2010 - Present
Bank of America April 2009 - July 2010
Countrywide Home Loans July 2008 - April 2009
World Savings June 2006 - July 2008
Wachovia, A Wells Fargo Company 2006 - 2008
Homebridge Mortgage Bank September 2005 - July 2006
Latin American Book Company 2004 - 2006
VLB Properties & Creative Financing February 2005 - December 2005
Libros and Books Etc May 2003 - January 2005
Fondo de Cultura Económica July 2000 - May 2003
Skills
Bilingual-Spanish, Mortgage Lending, Change Management, Loan Origination, Mortgage Banking, Residential Mortgages, Loans, Refinance, FHA, Credit, First Time Home Buyers, VA loans, Short Sales, Real Estate Financing, Investment Properties, Sales, Construction Loans, Banking, Government Loans, Marketing, Home Equity Loans, Finance, USDA, FHA financing, Sales Management, Credit Analysis, VA Loans, FHA Financing
Education
San Diego State University-California State University
BA, Business Administration
University of La Verne
BA, Business Administration
Prospect Mortgage, LLC August 2010 - Present
Bank of America April 2009 - July 2010
Countrywide Home Loans July 2008 - April 2009
World Savings June 2006 - July 2008
Wachovia, A Wells Fargo Company 2006 - 2008
Homebridge Mortgage Bank September 2005 - July 2006
Latin American Book Company 2004 - 2006
VLB Properties & Creative Financing February 2005 - December 2005
Libros and Books Etc May 2003 - January 2005
Fondo de Cultura Económica July 2000 - May 2003
Skills
Bilingual-Spanish, Mortgage Lending, Change Management, Loan Origination, Mortgage Banking, Residential Mortgages, Loans, Refinance, FHA, Credit, First Time Home Buyers, VA loans, Short Sales, Real Estate Financing, Investment Properties, Sales, Construction Loans, Banking, Government Loans, Marketing, Home Equity Loans, Finance, USDA, FHA financing, Sales Management, Credit Analysis, VA Loans, FHA Financing
Education
San Diego State University-California State University
BA, Business Administration
University of La Verne
BA, Business Administration
Jacqui Traversi Jacqui Traversi's Wachovia, A Wells Fargo Company Experience November 2009 - January 2011
Job Business Initiatives Manager at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage February 2014 - Present
Wells Fargo Home Mortgage April 2013 - March 2014
Wells Fargo Home Mortgage January 2011 - April 2013
Wachovia, A Wells Fargo Company November 2009 - January 2011
Wachovia June 2004 - November 2008
World Savings October 2002 - June 2004
Skills
Management, Leadership, Mortgage Lending, Customer Service, Underwriting, Credit, Refinance, Banking, Financial Analysis, Mortgage Banking, Mortgage Underwriting, Budgets, Loss Mitigation, Risk Management, Loan Origination, Recruiting, Public Speaking, Analysis, Loans, Team Building, Process Improvement
Education
Smith College 1998 — 2002
BA, Psychology
Wells Fargo Home Mortgage February 2014 - Present
Wells Fargo Home Mortgage April 2013 - March 2014
Wells Fargo Home Mortgage January 2011 - April 2013
Wachovia, A Wells Fargo Company November 2009 - January 2011
Wachovia June 2004 - November 2008
World Savings October 2002 - June 2004
Skills
Management, Leadership, Mortgage Lending, Customer Service, Underwriting, Credit, Refinance, Banking, Financial Analysis, Mortgage Banking, Mortgage Underwriting, Budgets, Loss Mitigation, Risk Management, Loan Origination, Recruiting, Public Speaking, Analysis, Loans, Team Building, Process Improvement
Education
Smith College 1998 — 2002
BA, Psychology
Alissa Henry Alissa Henry's Wachovia, A Wells Fargo Company Experience October 2008 - February 2012
Job Personal Banker at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank March 2011 - Present
Wachovia, A Wells Fargo Company October 2008 - February 2012
Skills
Customer Service, Teamwork, Loans, Banking, Cross Selling, Consumer Lending, Retail Banking, Microsoft Office, Management, Microsoft Excel, Leadership, Finance, Team Building, Sales, Credit Risk, Internet Banking, Loan Servicing, Credit Cards, Relationship Management, Branch Banking, Lines Of Credit, Credit Analysis, Loan Origination, Risk Management, Credit
Education
Sinclair Community College 2005 — 2006
N/A, Business
Fifth Third Bank March 2011 - Present
Wachovia, A Wells Fargo Company October 2008 - February 2012
Skills
Customer Service, Teamwork, Loans, Banking, Cross Selling, Consumer Lending, Retail Banking, Microsoft Office, Management, Microsoft Excel, Leadership, Finance, Team Building, Sales, Credit Risk, Internet Banking, Loan Servicing, Credit Cards, Relationship Management, Branch Banking, Lines Of Credit, Credit Analysis, Loan Origination, Risk Management, Credit
Education
Sinclair Community College 2005 — 2006
N/A, Business
Claudia Winfield's Wachovia, A Wells Fargo Company Experience August 2007 - November 2009
Job Retail Operations Supervisor & Executive Secretary at Reliant Energy
Industry Utilities
Experience
Reliant Energy July 2012 - Present
Reliant Energy March 2012 - July 2012
Litton Loan Servicing LP November 2009 - November 2011
Wachovia, A Wells Fargo Company August 2007 - November 2009
Greystar March 2001 - August 2007
Skills
Typing, 10 Key, Bilingual-Spanish, Office Administration, Microsoft Office 2007, Lotus Notes, Accounts Payable, Accounts Receivable, Visio, SharePoint, Adobe Acrobat, Concur, Maximo, ADP E-Time, Internet, iPhone, Blackberry, SAP
Education
University of Houston 1998 — 1999
San Jacinto College 1996 — 1997
University of Houston 1995 — 1996
Pasadena High School 1991 — 1995
Advanced Diploma
Reliant Energy July 2012 - Present
Reliant Energy March 2012 - July 2012
Litton Loan Servicing LP November 2009 - November 2011
Wachovia, A Wells Fargo Company August 2007 - November 2009
Greystar March 2001 - August 2007
Skills
Typing, 10 Key, Bilingual-Spanish, Office Administration, Microsoft Office 2007, Lotus Notes, Accounts Payable, Accounts Receivable, Visio, SharePoint, Adobe Acrobat, Concur, Maximo, ADP E-Time, Internet, iPhone, Blackberry, SAP
Education
University of Houston 1998 — 1999
San Jacinto College 1996 — 1997
University of Houston 1995 — 1996
Pasadena High School 1991 — 1995
Advanced Diploma
Leslie R. Ridgley Leslie R. Ridgley's Wachovia, A Wells Fargo Company Experience May 2004 - June 2008
Job Diversity and Inclusion Leader Human Resources
Industry Financial Services
Experience
Wells Fargo Advisors July 2014 - Present
Wells Fargo Advisors May 2004 - June 2014
Wells Fargo 2010 - 2012
Wachovia, A Wells Fargo Company May 2004 - June 2008
Legg Mason 2000 - 2004
T. Rowe Price 1996 - 2000
Skills
Leadership, Program Management, Process Improvement, Strategic Planning, Leadership Development, Event Planning, Cross-functional Team..., Business Analysis, CRM, Training, Human Resources, Analysis, Management, Mutual Funds, Marketing Strategy, Event Programming, Diversity Training, Customer Service, Retirement, Business Development, Customer Relations, Microsoft Office, Financial Analysis, Segmentation, Virtual Teams, Written & Oral..., Diversity & Inclusion, Talent Pipelining, Mergers & Acquisitions, Department Budgeting, Vendor Relationships, Matrix Management, Management Consulting, Operational Risk..., Patents, Strategic Consulting, Marketing Communications, Social Media Strategist, Relationship Management, Strategy, Financial Services, Project Management
Education
Southern Illinois University, Edwardsville 2009 — 2014
Villanova University 2008 — 2009
Wells Fargo Advisors July 2014 - Present
Wells Fargo Advisors May 2004 - June 2014
Wells Fargo 2010 - 2012
Wachovia, A Wells Fargo Company May 2004 - June 2008
Legg Mason 2000 - 2004
T. Rowe Price 1996 - 2000
Skills
Leadership, Program Management, Process Improvement, Strategic Planning, Leadership Development, Event Planning, Cross-functional Team..., Business Analysis, CRM, Training, Human Resources, Analysis, Management, Mutual Funds, Marketing Strategy, Event Programming, Diversity Training, Customer Service, Retirement, Business Development, Customer Relations, Microsoft Office, Financial Analysis, Segmentation, Virtual Teams, Written & Oral..., Diversity & Inclusion, Talent Pipelining, Mergers & Acquisitions, Department Budgeting, Vendor Relationships, Matrix Management, Management Consulting, Operational Risk..., Patents, Strategic Consulting, Marketing Communications, Social Media Strategist, Relationship Management, Strategy, Financial Services, Project Management
Education
Southern Illinois University, Edwardsville 2009 — 2014
Villanova University 2008 — 2009
Mitra Elie's Wachovia, A Wells Fargo Company Experience 2008 - 2009
Job Banking and Customer Service
Industry Banking
Experience
Mary Kay October 2010 - Present
U.S. Bank December 2011 - August 2013
Pendum LLC December 2009 - May 2010
Wachovia Bank October 2008 - December 2009
Wachovia, A Wells Fargo Company 2008 - 2009
Robert Half International May 2008 - October 2008
Wells Fargo Bank September 1996 - February 2008
Skills
Banking, Customer Service, Auditing, Microsoft Excel, Customer Satisfaction, Microsoft Office, Outlook, Public Speaking, PowerPoint, Microsoft Word, Cosmetics, Cross Selling, Deposits, Data Entry, 10 Key, Customer Retention, Retail Banking, Telephone Skills, Teller Operations, Inventory Management, Cash Management, Customer Experience, Credit, Fundraising, Public Relations, Sales
Education
San Jose State University 1998 — 2003
B.S, Business Management
College of San Mateo 1994 — 1998
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Burlingame High School 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Mary Kay October 2010 - Present
U.S. Bank December 2011 - August 2013
Pendum LLC December 2009 - May 2010
Wachovia Bank October 2008 - December 2009
Wachovia, A Wells Fargo Company 2008 - 2009
Robert Half International May 2008 - October 2008
Wells Fargo Bank September 1996 - February 2008
Skills
Banking, Customer Service, Auditing, Microsoft Excel, Customer Satisfaction, Microsoft Office, Outlook, Public Speaking, PowerPoint, Microsoft Word, Cosmetics, Cross Selling, Deposits, Data Entry, 10 Key, Customer Retention, Retail Banking, Telephone Skills, Teller Operations, Inventory Management, Cash Management, Customer Experience, Credit, Fundraising, Public Relations, Sales
Education
San Jose State University 1998 — 2003
B.S, Business Management
College of San Mateo 1994 — 1998
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Burlingame High School 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Bryan St. George's Wachovia, A Wells Fargo Company Experience October 2007 - May 2010
Job Senior Vice President at Pioneer Bank
Industry Banking
Experience
Pioneer Bank, SSB May 2010 - Present
Wachovia, A Wells Fargo Company October 2007 - May 2010
St. George Financial January 2006 - October 2007
California Equities March 2004 - January 2006
Skills
Investments, Credit Analysis, Loans, Mortgage Lending, Small Business Lending, Real Estate, Finance, Credit, Loan Origination, Commercial Lending, Banking, Commercial Banking, Residential Mortgages, Commercial Mortgages, Mortgage Banking
Education
San Diego State University-California State University 2000 — 2004
B.S., Financial Real Estate
Pioneer Bank, SSB May 2010 - Present
Wachovia, A Wells Fargo Company October 2007 - May 2010
St. George Financial January 2006 - October 2007
California Equities March 2004 - January 2006
Skills
Investments, Credit Analysis, Loans, Mortgage Lending, Small Business Lending, Real Estate, Finance, Credit, Loan Origination, Commercial Lending, Banking, Commercial Banking, Residential Mortgages, Commercial Mortgages, Mortgage Banking
Education
San Diego State University-California State University 2000 — 2004
B.S., Financial Real Estate
Ray Mitchell Ray Mitchell's Wachovia, A Wells Fargo Company Experience August 2009 - December 2011
Job Business Analyst at J.P. Morgan
Industry Information Technology and Services
Experience
J.P. Morgan December 2013 - Present
Bank of America January 2012 - Present
Bank of America May 2011 - December 2012
Wachovia, A Wells Fargo Company August 2009 - December 2011
Wells Fargo Home Mortgage October 2007 - June 2008
Time Warner Cable March 2004 - April 2006
Exult October 2001 - February 2003
Cingular Wireless February 1998 - September 2001
First Union National Bank October 1995 - December 1997
United States Navy June 1987 - October 1995
Skills
Outlook, PeopleSoft, Project Management, Change Management, Business Objects, Business Process Mapping, Access, Analysis, Microsoft Excel, Quality Assurance, Training, Databases, Forecasting, Team Building, SAS, Microsoft Office, Strategic Planning, SDLC, Process Improvement, Auditing, Six Sigma, Vendor Management, Customer Service, Business Analysis, Microsoft Word, Microsoft SQL Server, Team Leadership, Banking, Business Intelligence, Accounts Payable, Troubleshooting, Relationship Management, Call Center, Cross-functional Team..., Risk Management, Program Management, Business Process, SharePoint, Call Centers, Management, Software Documentation, Visio, Data Analysis, Project Planning, Strategy, Leadership
Education
Penn State University 2013 — 2015
Bachelor of Science (B.Sc.), Economics
South Carolina State University 1990 — 1993
Chemistry
Orangeburg Wilkinson High 1983 — 1987
J.P. Morgan December 2013 - Present
Bank of America January 2012 - Present
Bank of America May 2011 - December 2012
Wachovia, A Wells Fargo Company August 2009 - December 2011
Wells Fargo Home Mortgage October 2007 - June 2008
Time Warner Cable March 2004 - April 2006
Exult October 2001 - February 2003
Cingular Wireless February 1998 - September 2001
First Union National Bank October 1995 - December 1997
United States Navy June 1987 - October 1995
Skills
Outlook, PeopleSoft, Project Management, Change Management, Business Objects, Business Process Mapping, Access, Analysis, Microsoft Excel, Quality Assurance, Training, Databases, Forecasting, Team Building, SAS, Microsoft Office, Strategic Planning, SDLC, Process Improvement, Auditing, Six Sigma, Vendor Management, Customer Service, Business Analysis, Microsoft Word, Microsoft SQL Server, Team Leadership, Banking, Business Intelligence, Accounts Payable, Troubleshooting, Relationship Management, Call Center, Cross-functional Team..., Risk Management, Program Management, Business Process, SharePoint, Call Centers, Management, Software Documentation, Visio, Data Analysis, Project Planning, Strategy, Leadership
Education
Penn State University 2013 — 2015
Bachelor of Science (B.Sc.), Economics
South Carolina State University 1990 — 1993
Chemistry
Orangeburg Wilkinson High 1983 — 1987
Michelle Buck Michelle Buck's Wachovia, A Wells Fargo Company Experience March 2009 - July 2010
Job Regional Assistant at Banana Republic
Industry Retail
Experience
Gap Inc./Banana Republic June 2012 - Present
EXPRESS July 2011 - June 2012
Charming Shoppes August 2010 - August 2011
Wachovia, A Wells Fargo Company March 2009 - July 2010
Ann Taylor March 2007 - November 2008
Ann Taylor 2001 - 2007
Lady Foot Locker September 1993 - March 2001
Brooks Fashions 1989 - 1992
Skills
Store Management, Store Operations, Visual Merchandising, Retail Sales, New Store Openings, Sales, Driving Results, Inventory Management, Merchandising, Recruiting, Retail, Trend Analysis, Leadership, Sales Management, Profit, Loss Prevention, Account Management, Management, Apparel, Customer Service, Talent Acquisition
Education
Shippensburg University of Pennsylvania 1991 — 1992
Gap Inc./Banana Republic June 2012 - Present
EXPRESS July 2011 - June 2012
Charming Shoppes August 2010 - August 2011
Wachovia, A Wells Fargo Company March 2009 - July 2010
Ann Taylor March 2007 - November 2008
Ann Taylor 2001 - 2007
Lady Foot Locker September 1993 - March 2001
Brooks Fashions 1989 - 1992
Skills
Store Management, Store Operations, Visual Merchandising, Retail Sales, New Store Openings, Sales, Driving Results, Inventory Management, Merchandising, Recruiting, Retail, Trend Analysis, Leadership, Sales Management, Profit, Loss Prevention, Account Management, Management, Apparel, Customer Service, Talent Acquisition
Education
Shippensburg University of Pennsylvania 1991 — 1992
Jim Woodruff, PMP, CSM's Wachovia, A Wells Fargo Company Experience August 2009 - October 2009
Job Director Business Development at Enterprise IT Solutions
Industry Computer Software
Experience
South Carolina Department of Revenue March 2014 - Present
Enterprise IT Solutions March 2014 - Present
Clovis Math Solutons August 2012 - August 2014
CareFusion April 2010 - March 2014
BBVA Compass October 2009 - April 2010
Wachovia, A Wells Fargo Company August 2009 - October 2009
South Carolina Department of Revenue July 2008 - June 2009
Radiant Systems March 2007 - June 2008
South Carolina Department of Revenue November 2006 - March 2007
Xcitek SolutionsPlus November 2001 - July 2006
Skills
PMP, Manufacturing, Banking, Inventory Control, Government Agencies, Healthcare Industry, CMS, POS, HRIS, Retail, Performance Management, PeopleSoft, Telecommunications, Onboarding, Talent Management, Applicant Tracking..., E-commerce, PMO, Quality Assurance, Business Analysis, Testing, Documentation, Software Quality..., Test Planning, Metrics, SDLC, Software Project..., Process Improvement, Agile, User Acceptance Testing, Requirements Analysis, Visio, Integration, SQL, Program Management, MS Project, Change Management, SQL Server, Risk Management, Team Building, Requirements Gathering, Team Leadership, SharePoint, Cross-functional Team..., Problem Solving, Project Planning, Business Process..., Scrum, Certified Scrum Master..., Software Documentation
Education
Santa Clara University 1986 — 1990
Bachelor of Science (B.S.), Economics
Pioneer High School
South Carolina Department of Revenue March 2014 - Present
Enterprise IT Solutions March 2014 - Present
Clovis Math Solutons August 2012 - August 2014
CareFusion April 2010 - March 2014
BBVA Compass October 2009 - April 2010
Wachovia, A Wells Fargo Company August 2009 - October 2009
South Carolina Department of Revenue July 2008 - June 2009
Radiant Systems March 2007 - June 2008
South Carolina Department of Revenue November 2006 - March 2007
Xcitek SolutionsPlus November 2001 - July 2006
Skills
PMP, Manufacturing, Banking, Inventory Control, Government Agencies, Healthcare Industry, CMS, POS, HRIS, Retail, Performance Management, PeopleSoft, Telecommunications, Onboarding, Talent Management, Applicant Tracking..., E-commerce, PMO, Quality Assurance, Business Analysis, Testing, Documentation, Software Quality..., Test Planning, Metrics, SDLC, Software Project..., Process Improvement, Agile, User Acceptance Testing, Requirements Analysis, Visio, Integration, SQL, Program Management, MS Project, Change Management, SQL Server, Risk Management, Team Building, Requirements Gathering, Team Leadership, SharePoint, Cross-functional Team..., Problem Solving, Project Planning, Business Process..., Scrum, Certified Scrum Master..., Software Documentation
Education
Santa Clara University 1986 — 1990
Bachelor of Science (B.S.), Economics
Pioneer High School
Charles O'Connor's Wachovia, A Wells Fargo Company Experience April 2007 - December 2008
Job Vice President at Bank of the West
Industry Banking
Experience
Bank of the West December 2010 - Present
Wells Fargo Bank January 2009 - November 2010
Wachovia, A Wells Fargo Company April 2007 - December 2008
World Savings February 2005 - February 2007
World Savings October 1996 - January 2005
Hotel Information Systems September 1994 - January 1997
Skills
Financial Modeling, Banking, Financial Reporting, Forecasting, Internal Controls, Financial Analysis, Strategic Financial..., Finance, Corporate Finance, Management, Budgets, Leadership, Analysis, Internal Audit, Executive Management, Strategic Planning, Analytics, Financial Planning
Education
University of Illinois at Urbana-Champaign - College of Business 1992 — 1994
MBA, Corporate Finance
San Diego State University-California State University 1987 — 1992
BS, Finance
Bank of the West December 2010 - Present
Wells Fargo Bank January 2009 - November 2010
Wachovia, A Wells Fargo Company April 2007 - December 2008
World Savings February 2005 - February 2007
World Savings October 1996 - January 2005
Hotel Information Systems September 1994 - January 1997
Skills
Financial Modeling, Banking, Financial Reporting, Forecasting, Internal Controls, Financial Analysis, Strategic Financial..., Finance, Corporate Finance, Management, Budgets, Leadership, Analysis, Internal Audit, Executive Management, Strategic Planning, Analytics, Financial Planning
Education
University of Illinois at Urbana-Champaign - College of Business 1992 — 1994
MBA, Corporate Finance
San Diego State University-California State University 1987 — 1992
BS, Finance
Kate Stowe's Wachovia, A Wells Fargo Company Experience 2007 - 2009
Job Team Lead, Faculty, SNHU at Southern New Hampshire University
Industry Banking
Experience
Southern New Hampshire University April 2014 - Present
University of Phoenix 2008 - Present
University of Phoenix November 2009 - May 2013
Wachovia, A Wells Fargo Company 2007 - 2009
Bank of America 2005 - 2007
Skills
Adult Education, Instructional Design, Leadership Development, E-Learning, Higher Education, Curriculum Development, Curriculum Design, Distance Learning, Teaching, Staff Development, Research, Public Speaking, Admissions, Analysis, Career Development, Career Counseling
Education
Southern Methodist University 2002 — 2004
Southern New Hampshire University April 2014 - Present
University of Phoenix 2008 - Present
University of Phoenix November 2009 - May 2013
Wachovia, A Wells Fargo Company 2007 - 2009
Bank of America 2005 - 2007
Skills
Adult Education, Instructional Design, Leadership Development, E-Learning, Higher Education, Curriculum Development, Curriculum Design, Distance Learning, Teaching, Staff Development, Research, Public Speaking, Admissions, Analysis, Career Development, Career Counseling
Education
Southern Methodist University 2002 — 2004
Gary Andrasko's Wachovia, A Wells Fargo Company Experience January 2007 - April 2009
Job Adjunct Professor of Asian Studies and Independent Business Consultant
Industry Higher Education
Experience
Seton Hall University January 2011 - Present
Wachovia, A Wells Fargo Company January 2007 - April 2009
Andrasko Associates November 2004 - December 2006
GreenPoint Bank July 2003 - October 2004
Dime Savings Bank of New York 1999 - 2002
Chase Manhattan Corporation 1989 - 1999
Prudential Insurance 1981 - 1989
West Orange Board of Education September 1975 - July 1981
Skills
Strategic Planning, Banking, Insurance, Direct Marketing, Teaching, Public Speaking, Budgeting, Negotiation, Research, Analysis, Management Consulting, Project Management, Management, Leadership, Higher Education, Program Management, Training, Business Development, Marketing, Strategy, Process Improvement, Business Process..., Coaching, Product Development, Leadership Development, Team Building, Business Strategy, Marketing Strategy, Sales, Fundraising, Finance, Organizational..., Data Analysis, Investments, Entrepreneurship, Risk Management, Team Leadership, Policy, Staff Development, E-commerce, Nonprofits, Business Planning, Change Management, Public Relations, Government, Community Outreach, Social Media, Executive Management, Budgets
Education
Seton Hall University 2009 — 2010
MA, Asian Studies
United States Air War College 1996 — 1996
National Security Forum
The American College 1985 — 1988
CLU
University of Alabama 1971 — 1975
BS, Education
Seton Hall University January 2011 - Present
Wachovia, A Wells Fargo Company January 2007 - April 2009
Andrasko Associates November 2004 - December 2006
GreenPoint Bank July 2003 - October 2004
Dime Savings Bank of New York 1999 - 2002
Chase Manhattan Corporation 1989 - 1999
Prudential Insurance 1981 - 1989
West Orange Board of Education September 1975 - July 1981
Skills
Strategic Planning, Banking, Insurance, Direct Marketing, Teaching, Public Speaking, Budgeting, Negotiation, Research, Analysis, Management Consulting, Project Management, Management, Leadership, Higher Education, Program Management, Training, Business Development, Marketing, Strategy, Process Improvement, Business Process..., Coaching, Product Development, Leadership Development, Team Building, Business Strategy, Marketing Strategy, Sales, Fundraising, Finance, Organizational..., Data Analysis, Investments, Entrepreneurship, Risk Management, Team Leadership, Policy, Staff Development, E-commerce, Nonprofits, Business Planning, Change Management, Public Relations, Government, Community Outreach, Social Media, Executive Management, Budgets
Education
Seton Hall University 2009 — 2010
MA, Asian Studies
United States Air War College 1996 — 1996
National Security Forum
The American College 1985 — 1988
CLU
University of Alabama 1971 — 1975
BS, Education
Che Watkins's Wachovia, A Wells Fargo Company Experience September 2005 - April 2007
Job President and CEO at The Center for Working Families, Inc.
Industry Nonprofit Organization Management
Experience
The Center for Working Families, Inc. July 2014 - Present
Atlanta Workforce Development Agency May 2014 - July 2014
Metro Atlanta Chamber September 2012 - November 2013
Citizens for Transportation Mobility September 2011 - August 2012
Metro Atlanta Chamber of Commerce September 2007 - September 2011
Metro Atlanta Chamber May 2007 - September 2007
Wachovia, A Wells Fargo Company September 2005 - April 2007
Bank of America June 1998 - August 2005
J.P. Morgan September 1991 - April 1998
Skills
Nonprofits, Project Management, Program Management, Budgets, Leadership, Non-profits, Strategic Planning, Fundraising, Public Relations, Public Speaking, Marketing, Event Planning, Marketing Strategy, Strategy, Business Development, Organizational..., Entrepreneurship, Relationship Management, Public Policy, Politics, Policy Analysis, Community Outreach
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
MBA, Finance and Accounting
Spelman College 1987 — 1991
BA, Economics, Management
The Center for Working Families, Inc. July 2014 - Present
Atlanta Workforce Development Agency May 2014 - July 2014
Metro Atlanta Chamber September 2012 - November 2013
Citizens for Transportation Mobility September 2011 - August 2012
Metro Atlanta Chamber of Commerce September 2007 - September 2011
Metro Atlanta Chamber May 2007 - September 2007
Wachovia, A Wells Fargo Company September 2005 - April 2007
Bank of America June 1998 - August 2005
J.P. Morgan September 1991 - April 1998
Skills
Nonprofits, Project Management, Program Management, Budgets, Leadership, Non-profits, Strategic Planning, Fundraising, Public Relations, Public Speaking, Marketing, Event Planning, Marketing Strategy, Strategy, Business Development, Organizational..., Entrepreneurship, Relationship Management, Public Policy, Politics, Policy Analysis, Community Outreach
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
MBA, Finance and Accounting
Spelman College 1987 — 1991
BA, Economics, Management
Giselle Fittizzi's Wachovia, A Wells Fargo Company Experience August 2003 - February 2010
Job Project Manager
Industry Financial Services
Experience
AppleOne September 2011 - June 2012
Wells Fargo Private Bank, Wealth Planning Center February 2010 - September 2011
Wachovia, A Wells Fargo Company August 2003 - February 2010
Skills
Wealth Management, Wealth Management..., Training
Education
Seton Hall University School of Law 1997 — 2000
Seton Hall University 1993 — 1997
Bachelor of Arts (B.A.), Psychology
AppleOne September 2011 - June 2012
Wells Fargo Private Bank, Wealth Planning Center February 2010 - September 2011
Wachovia, A Wells Fargo Company August 2003 - February 2010
Skills
Wealth Management, Wealth Management..., Training
Education
Seton Hall University School of Law 1997 — 2000
Seton Hall University 1993 — 1997
Bachelor of Arts (B.A.), Psychology
Ayanna Doaman, M.S., PHR's Wachovia, A Wells Fargo Company Experience February 2006 - August 2011
Job HR Business Partner at Sovereign Bank
Industry Human Resources
Experience
Sovereign Bank 2011 - Present
Wells Fargo February 2006 - August 2011
Wachovia, A Wells Fargo Company February 2006 - August 2011
JPMorgan Chase 2001 - 2006
Skills
HR Consulting, Communications, Project Management, Talent Management, Employee Relations, Human Resources, College Recruiting, Applicant Tracking..., Workforce Planning, New Hire Orientations, Coaching, Organizational...
Education
Villanova University 2010 — 2012
MS, Human Resource Development
Skidmore College 1997 — 2001
BA, Psychology and Sociology
Sovereign Bank 2011 - Present
Wells Fargo February 2006 - August 2011
Wachovia, A Wells Fargo Company February 2006 - August 2011
JPMorgan Chase 2001 - 2006
Skills
HR Consulting, Communications, Project Management, Talent Management, Employee Relations, Human Resources, College Recruiting, Applicant Tracking..., Workforce Planning, New Hire Orientations, Coaching, Organizational...
Education
Villanova University 2010 — 2012
MS, Human Resource Development
Skidmore College 1997 — 2001
BA, Psychology and Sociology
Susan Evilsizer's Wachovia, A Wells Fargo Company Experience March 2008 - October 2009
Job Business System Consultant at Wells Fargo AMG FMG
Industry Financial Services
Experience
Wells Fargo November 2014 - Present
Wells Fargo July 2014 - November 2014
Lowes Corporate Headquarters February 2011 - July 2014
Wells Fargo February 2010 - February 2011
Lowe's October 2009 - February 2010
Wachovia, A Wells Fargo Company March 2008 - October 2009
McKesson Corp, 1985 - 2007
McKesson 1985 - 2007
St. Elizabeth's Hospital June 1983 - May 1985
Money Mart Check Cashing Centers January 1982 - May 1983
Skills
Process Improvement, Disaster Recovery, PMP, SDLC, Program Management, Visio, Data Center, Management, Software Documentation, Vendor Management, PMO, Business Analysis, Information Technology, IT Strategy, IT Management
Education
Kaskaskia College
Associate of Arts, Business Administration
Southern Illinois University, Edwardsville
Business Management
Southwestern Illinois College
AAS, Data Processing Technology
Wells Fargo November 2014 - Present
Wells Fargo July 2014 - November 2014
Lowes Corporate Headquarters February 2011 - July 2014
Wells Fargo February 2010 - February 2011
Lowe's October 2009 - February 2010
Wachovia, A Wells Fargo Company March 2008 - October 2009
McKesson Corp, 1985 - 2007
McKesson 1985 - 2007
St. Elizabeth's Hospital June 1983 - May 1985
Money Mart Check Cashing Centers January 1982 - May 1983
Skills
Process Improvement, Disaster Recovery, PMP, SDLC, Program Management, Visio, Data Center, Management, Software Documentation, Vendor Management, PMO, Business Analysis, Information Technology, IT Strategy, IT Management
Education
Kaskaskia College
Associate of Arts, Business Administration
Southern Illinois University, Edwardsville
Business Management
Southwestern Illinois College
AAS, Data Processing Technology
Hunter Gilliam's Wachovia, A Wells Fargo Company Experience October 2009 - January 2012
Job SVP Talent, Succession Planning and Engagement Leader Wells Fargo Wholesale Bank
Industry Banking
Experience
Wells Fargo January 2012 - Present
Wachovia, A Wells Fargo Company October 2009 - January 2012
Wells Fargo September 2005 - October 2009
Bank of America August 2004 - September 2005
Bank of America October 2002 - August 2004
Executrain 1998 - 2002
San Francisco State University 1997 - 1998
Great Western Bank 1991 - 1995
Runaway Tours 1990 - 1994
Skills
Leadership, Cross-functional Team..., Sales Management, Team Building, Organizational..., Management, Leadership Development, Performance Management, Banking, Succession Planning, Change Management, Coaching, Talent Management, Strategic Planning, Performance Consulting, Employee Engagement, Onboarding, Customer Service, Training, Executive Management, Sales, Employee Training, Workshop Facilitation, Program Management, Learning Management, Process Improvement, Training Delivery, Organizational..., Executive Coaching, Human Resources, Staff Development, Organizational Design, Personnel Management, Customer Experience, HR Consulting, Strategy, Retail Banking, Financial Services, Mentoring, Relationship Management, Finance, Mergers
Education
San Francisco State University 1989 — 1996
M.A., Organizational Development
San Francisco State University 1989 — 1995
B.A., Communication Studies
Sacred Heart Cathedral 1984 — 1988
GE
Wells Fargo January 2012 - Present
Wachovia, A Wells Fargo Company October 2009 - January 2012
Wells Fargo September 2005 - October 2009
Bank of America August 2004 - September 2005
Bank of America October 2002 - August 2004
Executrain 1998 - 2002
San Francisco State University 1997 - 1998
Great Western Bank 1991 - 1995
Runaway Tours 1990 - 1994
Skills
Leadership, Cross-functional Team..., Sales Management, Team Building, Organizational..., Management, Leadership Development, Performance Management, Banking, Succession Planning, Change Management, Coaching, Talent Management, Strategic Planning, Performance Consulting, Employee Engagement, Onboarding, Customer Service, Training, Executive Management, Sales, Employee Training, Workshop Facilitation, Program Management, Learning Management, Process Improvement, Training Delivery, Organizational..., Executive Coaching, Human Resources, Staff Development, Organizational Design, Personnel Management, Customer Experience, HR Consulting, Strategy, Retail Banking, Financial Services, Mentoring, Relationship Management, Finance, Mergers
Education
San Francisco State University 1989 — 1996
M.A., Organizational Development
San Francisco State University 1989 — 1995
B.A., Communication Studies
Sacred Heart Cathedral 1984 — 1988
GE
Alysia Coppelman's Wachovia, A Wells Fargo Company Experience August 2006 - September 2008
Job Fidelity Investments at Wealth Planning Product Development & Thought Leadership
Industry Legal Services
Experience
Fidelity Investments May 2012 - Present
Deloitte Tax, LLP September 2008 - May 2012
Wachovia, A Wells Fargo Company August 2006 - September 2008
Skills
Tax, Financial Analysis, Strategic Financial..., Finance, Auditing, Estate Planning, Income Tax, Wealth Management, Internal Audit, Tax Law, Financial Advisory, Management, Analysis, High Net Worth..., Tax Returns, Training, Strategy
Education
Villanova University School of Law 2005 — 2006
Master of Laws (LLM)
South Texas College of Law 2002 — 2005
JD, Law
University of North Carolina at Greensboro 1997 — 2001
BA, Political Science
Fidelity Investments May 2012 - Present
Deloitte Tax, LLP September 2008 - May 2012
Wachovia, A Wells Fargo Company August 2006 - September 2008
Skills
Tax, Financial Analysis, Strategic Financial..., Finance, Auditing, Estate Planning, Income Tax, Wealth Management, Internal Audit, Tax Law, Financial Advisory, Management, Analysis, High Net Worth..., Tax Returns, Training, Strategy
Education
Villanova University School of Law 2005 — 2006
Master of Laws (LLM)
South Texas College of Law 2002 — 2005
JD, Law
University of North Carolina at Greensboro 1997 — 2001
BA, Political Science
Keith Winkler's Wachovia, A Wells Fargo Company Experience October 2007 - December 2008
Job Real Estate Investor at Possibilities In Properties, LLC
Industry Real Estate
Experience
Possibilities In Properties, LLC May 2014 - Present
Camber Corporation August 2009 - April 2014
Wells Fargo January 2009 - July 2009
Wachovia, A Wells Fargo Company October 2007 - December 2008
A.G. Edwards & Sons, Inc. April 2005 - October 2007
A.G. Edwards & Sons, Inc. September 2003 - April 2005
A.G. Edwards & Sons, Inc. May 2001 - September 2003
ARC Information Assurance institute (since acquired by EADS) October 1999 - May 2001
Domino Control Systems 1996 - 1999
McDonnell Douglas Aerospace January 1993 - December 1996
Skills
Information Security, Security, Network Security, Integration, Firewalls, Troubleshooting, Leadership, Testing, Analysis, Management, Intrusion Detection, VMware, TCP/IP, Military, Information Assurance, Security Architecture..., Hardware, DoD, Information Technology, Switches, CEH, CISSP, Engineering, Networking, Identity Management, Disaster Recovery, Computer Security, Data Center, Systems Engineering, Defense, Security+, Training, Vulnerability Management, Cisco Technologies, System Administration, Vulnerability Assessment, Public Speaking
Education
Southern Illinois University, Edwardsville 1986 — 1992
BSEE, Engineering
Collinsville High School 1979 — 1983
Possibilities In Properties, LLC May 2014 - Present
Camber Corporation August 2009 - April 2014
Wells Fargo January 2009 - July 2009
Wachovia, A Wells Fargo Company October 2007 - December 2008
A.G. Edwards & Sons, Inc. April 2005 - October 2007
A.G. Edwards & Sons, Inc. September 2003 - April 2005
A.G. Edwards & Sons, Inc. May 2001 - September 2003
ARC Information Assurance institute (since acquired by EADS) October 1999 - May 2001
Domino Control Systems 1996 - 1999
McDonnell Douglas Aerospace January 1993 - December 1996
Skills
Information Security, Security, Network Security, Integration, Firewalls, Troubleshooting, Leadership, Testing, Analysis, Management, Intrusion Detection, VMware, TCP/IP, Military, Information Assurance, Security Architecture..., Hardware, DoD, Information Technology, Switches, CEH, CISSP, Engineering, Networking, Identity Management, Disaster Recovery, Computer Security, Data Center, Systems Engineering, Defense, Security+, Training, Vulnerability Management, Cisco Technologies, System Administration, Vulnerability Assessment, Public Speaking
Education
Southern Illinois University, Edwardsville 1986 — 1992
BSEE, Engineering
Collinsville High School 1979 — 1983
Cindy Mixcus's Wachovia, A Wells Fargo Company Experience 1987 - Present
Job Vice President at Wachovia Bank
Industry Financial Services
Experience
Wells Fargo January 2009 - Present
Wells Fargo Bank 1987 - Present
Wachovia, A Wells Fargo Company 1987 - Present
Education
Southern Connecticut State University
Wells Fargo January 2009 - Present
Wells Fargo Bank 1987 - Present
Wachovia, A Wells Fargo Company 1987 - Present
Education
Southern Connecticut State University
Samantha W. Jones's Wachovia, A Wells Fargo Company Experience January 2005 - December 2009
Job Executive Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2014 - Present
Wells Fargo Bank July 2013 - February 2014
Wells Fargo Bank September 2010 - July 2013
Wells Fargo Bank January 2010 - August 2010
Wachovia, A Wells Fargo Company January 2005 - December 2009
Wachovia, A Wells Fargo Company June 2002 - December 2004
Morgan Stanley 2000 - 2002
Morgan Stanley 1997 - 1998
Morgan Stanley 1995 - 1997
Skills
Commercial Banking, Loans, Portfolio Management, Real Estate, Risk Management, Financial Structuring, Management, Commercial Lending, Staff Development
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Real Estate Finance
Spelman College 1991 — 1995
BA, Economics and Management
Wells Fargo February 2014 - Present
Wells Fargo Bank July 2013 - February 2014
Wells Fargo Bank September 2010 - July 2013
Wells Fargo Bank January 2010 - August 2010
Wachovia, A Wells Fargo Company January 2005 - December 2009
Wachovia, A Wells Fargo Company June 2002 - December 2004
Morgan Stanley 2000 - 2002
Morgan Stanley 1997 - 1998
Morgan Stanley 1995 - 1997
Skills
Commercial Banking, Loans, Portfolio Management, Real Estate, Risk Management, Financial Structuring, Management, Commercial Lending, Staff Development
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Real Estate Finance
Spelman College 1991 — 1995
BA, Economics and Management
Loretta Nevins's Wachovia, A Wells Fargo Company Experience June 1985 - July 2008
Job Research and Portfolio Reviewer at Wachovia
Industry Financial Services
Experience
Edward Jones July 2008 - Present
Wachovia, A Wells Fargo Company June 1985 - July 2008
Education
Southern Illinois University, Edwardsville 1982 — 1985
Edward Jones July 2008 - Present
Wachovia, A Wells Fargo Company June 1985 - July 2008
Education
Southern Illinois University, Edwardsville 1982 — 1985
Trey Christianson's Wachovia, A Wells Fargo Company Experience 2005 - 2008
Job Director, Investment Banking & Capital Markets, Wachovia Securities
Industry Investment Banking
Experience
Wells Fargo 2008 - Present
Wachovia, A Wells Fargo Company 2005 - 2008
Wachovia, A Wells Fargo Company 2003 - 2005
Deutsche Bank Alex. Brown 2001 - 2003
Skills
Private Equity, Investment Banking, Capital Markets, Corporate Finance, Mergers & Acquisitions, Equities, Leveraged Finance, Investments, IPO, Bonds, Finance, Strategy, Divestitures, Financial Advisory, Syndications, High Yield, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Portfolio Management
Education
Vanderbilt University - Owen Graduate School of Management 1999 — 2001
MBA, Finance, Accounting
Southern Methodist University 1989 — 1993
BA, Business Administration / Psychology / Religious Studies
Wells Fargo 2008 - Present
Wachovia, A Wells Fargo Company 2005 - 2008
Wachovia, A Wells Fargo Company 2003 - 2005
Deutsche Bank Alex. Brown 2001 - 2003
Skills
Private Equity, Investment Banking, Capital Markets, Corporate Finance, Mergers & Acquisitions, Equities, Leveraged Finance, Investments, IPO, Bonds, Finance, Strategy, Divestitures, Financial Advisory, Syndications, High Yield, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Portfolio Management
Education
Vanderbilt University - Owen Graduate School of Management 1999 — 2001
MBA, Finance, Accounting
Southern Methodist University 1989 — 1993
BA, Business Administration / Psychology / Religious Studies
Drew Porta's Wachovia, A Wells Fargo Company Experience January 1996 - December 1998
Job SVP Director of Mass Market Segment & OmniChannel Marketing
Industry Financial Services
Experience
SunTrust Bank May 2014 - Present
SunTrust Bank September 2012 - May 2014
SunTrust Bank September 2010 - September 2012
Bank of America May 2009 - September 2010
Bank of America May 2008 - May 2009
Bank of America January 2005 - May 2008
Bank of America May 2003 - January 2005
Deloitte Consulting December 1998 - May 2003
Wachovia, A Wells Fargo Company January 1996 - December 1998
Moody's Investors Service August 1994 - January 1996
Skills
Business Strategy, Process Improvement, Product Development, Credit Cards, P&L Management, Marketing, Sales Management, Banking, Retail Banking, Financial Services, Segmentation, Product Management, Credit, Strategic Planning, Management Consulting, Strategy, Cross Selling, Internet Banking, Debit Cards, Six Sigma, Customer Acquisition, Direct Marketing, Financial Analysis, E-commerce, Management, Leadership, Business Process..., Portfolio Management
Education
Winthrop University 1996 — 1998
MBA
Southeastern Louisiana University 1990 — 1994
Bachelor of Science (B.S.), Finance and Financial Management Services
SunTrust Bank May 2014 - Present
SunTrust Bank September 2012 - May 2014
SunTrust Bank September 2010 - September 2012
Bank of America May 2009 - September 2010
Bank of America May 2008 - May 2009
Bank of America January 2005 - May 2008
Bank of America May 2003 - January 2005
Deloitte Consulting December 1998 - May 2003
Wachovia, A Wells Fargo Company January 1996 - December 1998
Moody's Investors Service August 1994 - January 1996
Skills
Business Strategy, Process Improvement, Product Development, Credit Cards, P&L Management, Marketing, Sales Management, Banking, Retail Banking, Financial Services, Segmentation, Product Management, Credit, Strategic Planning, Management Consulting, Strategy, Cross Selling, Internet Banking, Debit Cards, Six Sigma, Customer Acquisition, Direct Marketing, Financial Analysis, E-commerce, Management, Leadership, Business Process..., Portfolio Management
Education
Winthrop University 1996 — 1998
MBA
Southeastern Louisiana University 1990 — 1994
Bachelor of Science (B.S.), Finance and Financial Management Services
Tracy Khoury's Wachovia, A Wells Fargo Company Experience 2000 - 2006
Job Supply Chain Finance Advisory at JPMorganChase
Industry Banking
Experience
JPMorgan Chase VP - Supply Chain Finance AdvisoryJ.P. MorganJuly 2014 - Present
JPMorganChase October 2010 - Present
JP Morgan Chase 2006 - October 2010
Wachovia, A Wells Fargo Company 2000 - 2006
Wachovia, A Wells Fargo Company 2000 - 2006
Skills
Supply Chain, Commercial Banking, Banking
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 2003
Master of Business Administration (M.B.A.), International Finance
Simon Fraser University 1998 — 1999
International Business
JPMorgan Chase VP - Supply Chain Finance AdvisoryJ.P. MorganJuly 2014 - Present
JPMorganChase October 2010 - Present
JP Morgan Chase 2006 - October 2010
Wachovia, A Wells Fargo Company 2000 - 2006
Wachovia, A Wells Fargo Company 2000 - 2006
Skills
Supply Chain, Commercial Banking, Banking
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 2003
Master of Business Administration (M.B.A.), International Finance
Simon Fraser University 1998 — 1999
International Business
Bill Mize's Wachovia, A Wells Fargo Company Experience 1993 - 1997
Job Vice President, Ecommerce Sales and Merchandise Operations at Office Depot
Industry Retail
Experience
Office Depot January 2015 - Present
Office Depot January 2013 - January 2015
Office Depot January 2012 - January 2013
Office Depot January 2009 - May 2012
Office Depot July 2006 - January 2009
Marshall Field's 2005 - 2006
Marshall Field's 2003 - 2005
Accenture 1999 - 2003
Wachovia, A Wells Fargo Company 1993 - 1997
Skills
Merchandising, Retail, Forecasting, Account Management, Sales Management, Pricing, Business Strategy, Marketing Strategy, B2B, Inventory Management, Management, Supply Chain Management, P&L Management, Project Planning, Marketing, Product Marketing, Profit, E-commerce, Competitive Analysis, Income Statement, Cross-functional Team..., Team Leadership
Education
Southern Methodist University - Cox School of Business 1997 — 1999
MBA, Finance/Operations
University of Georgia - Terry College of Business 1989 — 1993
Office Depot January 2015 - Present
Office Depot January 2013 - January 2015
Office Depot January 2012 - January 2013
Office Depot January 2009 - May 2012
Office Depot July 2006 - January 2009
Marshall Field's 2005 - 2006
Marshall Field's 2003 - 2005
Accenture 1999 - 2003
Wachovia, A Wells Fargo Company 1993 - 1997
Skills
Merchandising, Retail, Forecasting, Account Management, Sales Management, Pricing, Business Strategy, Marketing Strategy, B2B, Inventory Management, Management, Supply Chain Management, P&L Management, Project Planning, Marketing, Product Marketing, Profit, E-commerce, Competitive Analysis, Income Statement, Cross-functional Team..., Team Leadership
Education
Southern Methodist University - Cox School of Business 1997 — 1999
MBA, Finance/Operations
University of Georgia - Terry College of Business 1989 — 1993
Craig L. Lindsey's Wachovia, A Wells Fargo Company Experience July 2005 - November 2007
Job AVP/Market Leader and Small Business Lender
Industry Banking
Experience
BB&T December 2007 - Present
Wachovia, A Wells Fargo Company July 2005 - November 2007
Wachovia, A Wells Fargo Company June 2004 - July 2005
Wells Fargo Financial May 2000 - June 2004
Skills
Management, Leadership, Finance, Credit, Consumer Lending, Small Business Lending, Commercial Lending, Banking, Loans, Credit Analysis, Commercial Banking, Mortgage Lending, Financial Analysis, Retail Banking, Loan Origination, Underwriting, Mortgage Banking, Insurance, Cross Selling, Cash Management, Refinance, Customer Service, Lines Of Credit, Financial Services, Sales, Relationship Management, Risk Management, Investments, Residential Mortgages, Deposits, Portfolio Management, Credit Risk
Education
BB&T Banking School at Wake Forest University 2013 — 2014
Banking, Banking
Shorter College 1996 — 2000
BA, Business Administration
BB&T December 2007 - Present
Wachovia, A Wells Fargo Company July 2005 - November 2007
Wachovia, A Wells Fargo Company June 2004 - July 2005
Wells Fargo Financial May 2000 - June 2004
Skills
Management, Leadership, Finance, Credit, Consumer Lending, Small Business Lending, Commercial Lending, Banking, Loans, Credit Analysis, Commercial Banking, Mortgage Lending, Financial Analysis, Retail Banking, Loan Origination, Underwriting, Mortgage Banking, Insurance, Cross Selling, Cash Management, Refinance, Customer Service, Lines Of Credit, Financial Services, Sales, Relationship Management, Risk Management, Investments, Residential Mortgages, Deposits, Portfolio Management, Credit Risk
Education
BB&T Banking School at Wake Forest University 2013 — 2014
Banking, Banking
Shorter College 1996 — 2000
BA, Business Administration
Linda Char's Wachovia, A Wells Fargo Company Experience November 2006 - January 2008
Job Housing and Registration Manager at Convention Management Resources (CMR)
Industry Events Services
Experience
Convention Management Resources (CMR) September 2013 - June 2015
Convention Management Resources January 2008 - September 2013
Convention Management Resources, Inc. January 2008 - August 2011
Wachovia, A Wells Fargo Company November 2006 - January 2008
Law Office of Irene N. Fujitomi August 2004 - August 2006
Skills
Event Management, Event Planning, Analysis, PowerPoint, Microsoft Excel, Teamwork, Outlook, Budgets, Time Management, Customer Service, Management, Finance, Hospitality, Access, Leadership
Education
San Francisco State University, College of Business 2001 — 2006
BS, Corporate Finance
Convention Management Resources (CMR) September 2013 - June 2015
Convention Management Resources January 2008 - September 2013
Convention Management Resources, Inc. January 2008 - August 2011
Wachovia, A Wells Fargo Company November 2006 - January 2008
Law Office of Irene N. Fujitomi August 2004 - August 2006
Skills
Event Management, Event Planning, Analysis, PowerPoint, Microsoft Excel, Teamwork, Outlook, Budgets, Time Management, Customer Service, Management, Finance, Hospitality, Access, Leadership
Education
San Francisco State University, College of Business 2001 — 2006
BS, Corporate Finance
N. Neil KHAN's Wachovia, A Wells Fargo Company Experience June 2008 - May 2009
Job Area Sales Manager NMLS 633628 at Stearns Lending LLC NMLS1854
Industry Financial Services
Experience
Stearns Lending (NMLS #1854) March 2014 - Present
Citi December 2011 - March 2014
Bank of America June 2009 - December 2011
Wachovia, A Wells Fargo Company June 2008 - May 2009
Washington Mutual September 1983 - May 2008
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Refinance, FHA, Credit, Mortgage Underwriting, Banking, VA loans, Underwriting, Residential Mortgages
Education
Santa Clara University 1980 — 1982
Masters, Business Administration
Santa Clara University
MBA
Stearns Lending (NMLS #1854) March 2014 - Present
Citi December 2011 - March 2014
Bank of America June 2009 - December 2011
Wachovia, A Wells Fargo Company June 2008 - May 2009
Washington Mutual September 1983 - May 2008
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Refinance, FHA, Credit, Mortgage Underwriting, Banking, VA loans, Underwriting, Residential Mortgages
Education
Santa Clara University 1980 — 1982
Masters, Business Administration
Santa Clara University
MBA
Elven Hillman's Wachovia, A Wells Fargo Company Experience 2007 - Present
Job Personal Banker 3 at Wachovia, a Wells Fargo Company.
Industry Banking
Experience
Wachovia, A Wells Fargo Company 2007 - Present
Copeland Custom Homes LLC January 2006 - November 2006
Education
University of Phoenix 2009 — 2011
Bachelors of Science, Business Management, Accounting
Southern Oregon University 2003 — 2004
Wachovia, A Wells Fargo Company 2007 - Present
Copeland Custom Homes LLC January 2006 - November 2006
Education
University of Phoenix 2009 — 2011
Bachelors of Science, Business Management, Accounting
Southern Oregon University 2003 — 2004
Sylvia Solis-DeHoyos's Wachovia, A Wells Fargo Company Experience March 2010 - August 2013
Job Business Process Analyst II at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2013 - Present
Wachovia March 2010 - August 2013
Wachovia, A Wells Fargo Company March 2010 - August 2013
Education
San Antonio College 1986 — 1986
Wells Fargo August 2013 - Present
Wachovia March 2010 - August 2013
Wachovia, A Wells Fargo Company March 2010 - August 2013
Education
San Antonio College 1986 — 1986
Andrew Cocos's Wachovia, A Wells Fargo Company Experience January 2007 - June 2008
Job Systems Engineer at Brown Shoe Company
Industry Information Technology and Services
Experience
Brown Shoe Company March 2012 - Present
Brown Shoe Company June 2008 - March 2012
Wachovia, A Wells Fargo Company January 2007 - June 2008
Skills
Mobile Device Management, IIS, A10, Social Networking, Team Building, Customer Service, Microsoft Office, Microsoft Excel, Leadership
Education
Webster University 2010 — 2013
Bachelor's Degree, Computer Science
Southern Illinois University, Edwardsville 2003 — 2005
None, Computer Science
Brown Shoe Company March 2012 - Present
Brown Shoe Company June 2008 - March 2012
Wachovia, A Wells Fargo Company January 2007 - June 2008
Skills
Mobile Device Management, IIS, A10, Social Networking, Team Building, Customer Service, Microsoft Office, Microsoft Excel, Leadership
Education
Webster University 2010 — 2013
Bachelor's Degree, Computer Science
Southern Illinois University, Edwardsville 2003 — 2005
None, Computer Science
Cindi Ramaeker's Wachovia, A Wells Fargo Company Experience July 2007 - November 2008
Job Business Performance Coach at Home Instead Senior Care
Industry Banking
Experience
Home Instead Senior Care April 2011 - Present
Wachovia, A Wells Fargo Company July 2007 - November 2008
Wachovia, A Wells Fargo Company August 2003 - July 2007
Wachovia, A Wells Fargo Company March 2001 - August 2003
Wachovia, A Wells Fargo Company June 1995 - March 2001
Skills
Business Development, Relationship Management, Sales, Loans, New Business Development, Financial Services, Strategic Planning, Sales Management, Account Management, Leadership, Team Leadership, Sales Process
Education
Simpson College 1982 — 1986
B.A., Marketing
Home Instead Senior Care April 2011 - Present
Wachovia, A Wells Fargo Company July 2007 - November 2008
Wachovia, A Wells Fargo Company August 2003 - July 2007
Wachovia, A Wells Fargo Company March 2001 - August 2003
Wachovia, A Wells Fargo Company June 1995 - March 2001
Skills
Business Development, Relationship Management, Sales, Loans, New Business Development, Financial Services, Strategic Planning, Sales Management, Account Management, Leadership, Team Leadership, Sales Process
Education
Simpson College 1982 — 1986
B.A., Marketing
Tracey Hynes's Wachovia, A Wells Fargo Company Experience January 1997 - April 2000
Job Content Manager at Applied Systems, Inc.
Industry Financial Services
Experience
Applied Systems, Inc. October 2007 - Present
Wachovia, A Wells Fargo Company January 1997 - April 2000
Bank of America 1993 - 1997
Skills
Research, Insurance, Newsletters, Management
Education
Seton Hall University 1987 — 1991
BBS, Finance
Applied Systems, Inc. October 2007 - Present
Wachovia, A Wells Fargo Company January 1997 - April 2000
Bank of America 1993 - 1997
Skills
Research, Insurance, Newsletters, Management
Education
Seton Hall University 1987 — 1991
BBS, Finance
Hatch Grandy's Wachovia, A Wells Fargo Company Experience 1998 - 1999
Job Senior Internal Auditor at VADOC
Industry Government Administration
Experience
VADOC 1999 - Present
Wachovia, A Wells Fargo Company 1998 - 1999
Jefferson National Bank 1996 - 1998
Belk Stores Services 1993 - 1995
Thalhimer Brothers, Inc 1979 - 1992
Bullock's Department Stores April 1974 - December 1978
Skills
CIA, CIGA, Internal Audit, Risk Assessment, Fraud, Internal Controls, Financial Analysis, Training, Process Improvement, Human Resources, Analysis, Auditing, Financial Reporting
Education
Sewanee-The University of the South 1968 — 1973
B.A., History
Norfolk Academy 1964 — 1968
VADOC 1999 - Present
Wachovia, A Wells Fargo Company 1998 - 1999
Jefferson National Bank 1996 - 1998
Belk Stores Services 1993 - 1995
Thalhimer Brothers, Inc 1979 - 1992
Bullock's Department Stores April 1974 - December 1978
Skills
CIA, CIGA, Internal Audit, Risk Assessment, Fraud, Internal Controls, Financial Analysis, Training, Process Improvement, Human Resources, Analysis, Auditing, Financial Reporting
Education
Sewanee-The University of the South 1968 — 1973
B.A., History
Norfolk Academy 1964 — 1968
Londra Thomas's Wachovia, A Wells Fargo Company Experience June 2009 - Present
Job Analytics Consultant (FCA) at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2011 - Present
Wachovia, A Wells Fargo Company June 2009 - Present
Wachovia Bank April 2008 - Present
Wells Fargo July 2006 - Present
Wells Fargo April 2001 - Present
Wells Fargo January 1998 - Present
Wells Fargo May 1997 - Present
Wells Fargo April 1996 - Present
Speciality Manufacturing February 1993 - April 1996
Skills
PeopleSoft, Business Objects, Oracle, SAS programming, DB2, SQL,SQL Server 2008, TOAD for Oracle, Access Development, Microsoft Project,..., Visual Basic,..., Data Analysis, Access, Microsoft SQL Server, Databases, Analysis, Process Improvement, Software Documentation, Project Management, SQL
Education
South Carolina State University 1989 — 1993
BS, Computer Science
University of Phoenix 2009 — 2010
MIS, Master of Information Systems
2004 - 2007 New Horizons Computer Learning Center 2004 — 2007
Bachelors of Science, Computer Science/Mathematics
Wells Fargo October 2011 - Present
Wachovia, A Wells Fargo Company June 2009 - Present
Wachovia Bank April 2008 - Present
Wells Fargo July 2006 - Present
Wells Fargo April 2001 - Present
Wells Fargo January 1998 - Present
Wells Fargo May 1997 - Present
Wells Fargo April 1996 - Present
Speciality Manufacturing February 1993 - April 1996
Skills
PeopleSoft, Business Objects, Oracle, SAS programming, DB2, SQL,SQL Server 2008, TOAD for Oracle, Access Development, Microsoft Project,..., Visual Basic,..., Data Analysis, Access, Microsoft SQL Server, Databases, Analysis, Process Improvement, Software Documentation, Project Management, SQL
Education
South Carolina State University 1989 — 1993
BS, Computer Science
University of Phoenix 2009 — 2010
MIS, Master of Information Systems
2004 - 2007 New Horizons Computer Learning Center 2004 — 2007
Bachelors of Science, Computer Science/Mathematics
Jeffrey Hice's Wachovia, A Wells Fargo Company Experience 2001 - 2011
Job Owner at Hice Electronics
Industry Information Technology and Services
Experience
Wells Fargo February 2003 - Present
Hice Electronics January 1997 - Present
Wachovia, A Wells Fargo Company 2001 - 2011
Skills
Analysis, Data Analysis, Financial Analysis, Process Improvement, Strategic Planning
Education
St Andrews Presbyterian College 1992 — 1997
Bachelor of Applied Science (B.A.Sc.), Chemistry
South Caldwell 1988 — 1991
High school diploma
Wells Fargo February 2003 - Present
Hice Electronics January 1997 - Present
Wachovia, A Wells Fargo Company 2001 - 2011
Skills
Analysis, Data Analysis, Financial Analysis, Process Improvement, Strategic Planning
Education
St Andrews Presbyterian College 1992 — 1997
Bachelor of Applied Science (B.A.Sc.), Chemistry
South Caldwell 1988 — 1991
High school diploma
Christopher Dickey's Wachovia, A Wells Fargo Company Experience February 2009 - May 2009
Job Seeking a Senior Level Individual Contributor Role in the Mortgage Industry
Industry Banking
Experience
American Homeowner Preservation, LLC March 2015 - Present
Wells Fargo Home Mortgage January 2014 - April 2015
Wells Fargo Home Mortgage January 2013 - December 2013
Wells Fargo Home Mortgage June 2012 - December 2012
Wells Fargo Home Mortgage August 2010 - June 2012
Wells Fargo Home Mortgage January 2010 - July 2010
Wells Fargo Home Mortgage February 2009 - January 2010
Wells Fargo Home Mortgage February 2009 - October 2009
Wachovia, A Wells Fargo Company February 2009 - May 2009
Hendrick Automotive Group May 2008 - January 2009
Skills
Mortgage Lending, Loans, Mortgage Banking, Underwriting, Credit Analysis, Credit, Leadership, FHA, Process Improvement, Mortgage Servicing, Consumer Lending, MS Excel, Behavioral Interviewing, Loss Mitigation..., Risk Management, Refinance, Management
Education
Southeast Missouri State University 2004 — 2005
Mathematics
Southeast Missouri State University
American Homeowner Preservation, LLC March 2015 - Present
Wells Fargo Home Mortgage January 2014 - April 2015
Wells Fargo Home Mortgage January 2013 - December 2013
Wells Fargo Home Mortgage June 2012 - December 2012
Wells Fargo Home Mortgage August 2010 - June 2012
Wells Fargo Home Mortgage January 2010 - July 2010
Wells Fargo Home Mortgage February 2009 - January 2010
Wells Fargo Home Mortgage February 2009 - October 2009
Wachovia, A Wells Fargo Company February 2009 - May 2009
Hendrick Automotive Group May 2008 - January 2009
Skills
Mortgage Lending, Loans, Mortgage Banking, Underwriting, Credit Analysis, Credit, Leadership, FHA, Process Improvement, Mortgage Servicing, Consumer Lending, MS Excel, Behavioral Interviewing, Loss Mitigation..., Risk Management, Refinance, Management
Education
Southeast Missouri State University 2004 — 2005
Mathematics
Southeast Missouri State University
Steven Bozzuto's Wachovia, A Wells Fargo Company Experience 2004 - 2009
Job Underwriter at Newtown Savings Bank
Industry Financial Services
Experience
Newtown Savings Bank March 2014 - Present
William Raveis Real Estate September 2010 - March 2014
Wells Fargo 2010 - 2010
GMAC Mortgage 2009 - 2010
Wachovia, A Wells Fargo Company 2004 - 2009
Skills
Mortgage Lending, Loans, Credit, FHA, Refinance, Financial Services, Investment Properties, Real Estate, Mortgage Banking, Loan Origination, Residential Mortgages, First Time Home Buyers, Investments, USDA, Underwriting
Education
Southern Connecticut State University
B.S., Business Administration - Marketing
Springfield College 1998 — 2000
Holy Cross
Newtown Savings Bank March 2014 - Present
William Raveis Real Estate September 2010 - March 2014
Wells Fargo 2010 - 2010
GMAC Mortgage 2009 - 2010
Wachovia, A Wells Fargo Company 2004 - 2009
Skills
Mortgage Lending, Loans, Credit, FHA, Refinance, Financial Services, Investment Properties, Real Estate, Mortgage Banking, Loan Origination, Residential Mortgages, First Time Home Buyers, Investments, USDA, Underwriting
Education
Southern Connecticut State University
B.S., Business Administration - Marketing
Springfield College 1998 — 2000
Holy Cross
Jeff Jungwirth's Wachovia, A Wells Fargo Company Experience November 2001 - December 2009
Job Underwriter at Home Savings of America
Industry Banking
Experience
Home Savings of America December 2009 - Present
Wachovia, A Wells Fargo Company November 2001 - December 2009
American Mortgage Network 2001 - 2009
Vertice, a Division of Wachovia Securities 2001 - 2009
Wells Fargo Bank November 1998 - November 2001
Accredited Home Lenders September 1996 - October 1998
Ameriquest Mortgage 1995 - 1996
American Residential Mortgage 1992 - 1994
Education
San Diego Mesa College
Continuing education, Physical Education
Home Savings of America December 2009 - Present
Wachovia, A Wells Fargo Company November 2001 - December 2009
American Mortgage Network 2001 - 2009
Vertice, a Division of Wachovia Securities 2001 - 2009
Wells Fargo Bank November 1998 - November 2001
Accredited Home Lenders September 1996 - October 1998
Ameriquest Mortgage 1995 - 1996
American Residential Mortgage 1992 - 1994
Education
San Diego Mesa College
Continuing education, Physical Education
Rene Breton's Wachovia, A Wells Fargo Company Experience March 2010 - October 2012
Job Server at The El Felix
Industry Consumer Services
Experience
The El Felix February 2015 - Present
The El Felix 2015 - 2015
The El Felix 2015 - 2015
Tin Roof Kitchen February 2014 - December 2014
CRC Insurance Services, Inc. September 2013 - May 2014
Stericycle February 2013 - September 2013
Wachovia, A Wells Fargo Company March 2010 - October 2012
Wells Fargo April 2009 - December 2009
Safeguard Self Storage2008 June 2008 - August 2008
Hydraulic Supply Company February 2007 - June 2008
Skills
Networking, Customer Service, Inventory Management, Microsoft Office, Sales, Retail, Windows, Call Center, Process Scheduler, Spanish, Purchasing, Shipping, XP, Logistics, Call Centers, Leadership, Customer Satisfaction, Training, Management, Windows XP, Team Leadership, Team Building, Microsoft Excel
Education
Santa Fe Community College 1994 — 1997
AA, Computer Science
Santa Fe Community College 1994 — 1997
A.A, Computer Science
The El Felix February 2015 - Present
The El Felix 2015 - 2015
The El Felix 2015 - 2015
Tin Roof Kitchen February 2014 - December 2014
CRC Insurance Services, Inc. September 2013 - May 2014
Stericycle February 2013 - September 2013
Wachovia, A Wells Fargo Company March 2010 - October 2012
Wells Fargo April 2009 - December 2009
Safeguard Self Storage2008 June 2008 - August 2008
Hydraulic Supply Company February 2007 - June 2008
Skills
Networking, Customer Service, Inventory Management, Microsoft Office, Sales, Retail, Windows, Call Center, Process Scheduler, Spanish, Purchasing, Shipping, XP, Logistics, Call Centers, Leadership, Customer Satisfaction, Training, Management, Windows XP, Team Leadership, Team Building, Microsoft Excel
Education
Santa Fe Community College 1994 — 1997
AA, Computer Science
Santa Fe Community College 1994 — 1997
A.A, Computer Science
Dan Earthman's Wachovia, A Wells Fargo Company Experience 1989 - 2003
Job Investment Advisor
Industry Investment Management
Experience
SunTrust Bank September 2007 - Present
Bank of America/U.S. Trust 2003 - 2007
Wachovia, A Wells Fargo Company 1989 - 2003
Skills
Portfolio Management, Investments, Equities, Wealth Management, Mutual Funds, Asset Allocation, Asset Management, Investment Advisory, Retirement Planning, High Net Worth..., Investment Strategies, Wealth Management..., Investment Management, Financial Analysis, Financial Planning
Education
University of North Carolina at Chapel Hill 1981 — 1983
MBA, Finance and Investments
Southern Methodist University 1975 — 1979
BBA, Finance
SunTrust Bank September 2007 - Present
Bank of America/U.S. Trust 2003 - 2007
Wachovia, A Wells Fargo Company 1989 - 2003
Skills
Portfolio Management, Investments, Equities, Wealth Management, Mutual Funds, Asset Allocation, Asset Management, Investment Advisory, Retirement Planning, High Net Worth..., Investment Strategies, Wealth Management..., Investment Management, Financial Analysis, Financial Planning
Education
University of North Carolina at Chapel Hill 1981 — 1983
MBA, Finance and Investments
Southern Methodist University 1975 — 1979
BBA, Finance
Sharon D. Henderson's Wachovia, A Wells Fargo Company Experience January 2000 - December 2009
Job Sr Business consultant at Kaiser Permanente IT
Industry Information Technology and Services
Experience
Kaiser Permanente IT May 2013 - Present
Kaiser Permanente IT (Kforce) June 2010 - May 2013
Kforce (@ Kaiser Permanente IT) June 2010 - May 2013
Wachovia, A Wells Fargo Company January 2000 - December 2009
World Savings 2000 - 2007
LifeMasters Supported Self Care (MaCall Staffing) 1999 - 2000
Torme & Company 1989 - 1994
Skills
Process development and..., Visio, Lotus Notes, BMC Remedy, Remedy 7, Remedy User, Niku Clarity, MS Project, Business Analysis, SDLC, Program Management, Process Improvement, Integration, Outlook, Project Management, Software Documentation, Training, Databases, SharePoint, Vendor Management, Leadership, Process Simulation
Education
San Jose State University 1971 — 1973
Journalism
University of Phoenix
BSIT, Information Technology
Kaiser Permanente IT May 2013 - Present
Kaiser Permanente IT (Kforce) June 2010 - May 2013
Kforce (@ Kaiser Permanente IT) June 2010 - May 2013
Wachovia, A Wells Fargo Company January 2000 - December 2009
World Savings 2000 - 2007
LifeMasters Supported Self Care (MaCall Staffing) 1999 - 2000
Torme & Company 1989 - 1994
Skills
Process development and..., Visio, Lotus Notes, BMC Remedy, Remedy 7, Remedy User, Niku Clarity, MS Project, Business Analysis, SDLC, Program Management, Process Improvement, Integration, Outlook, Project Management, Software Documentation, Training, Databases, SharePoint, Vendor Management, Leadership, Process Simulation
Education
San Jose State University 1971 — 1973
Journalism
University of Phoenix
BSIT, Information Technology
Tyler Boehling's Wachovia, A Wells Fargo Company Experience December 2007 - January 2009
Job Sr Product Manager at Western Union
Industry Financial Services
Experience
Western Union August 2015 - Present
Western Union May 2013 - August 2015
ReachLocal July 2010 - May 2013
Kroenke Sports Enterprises January 2010 - May 2010
Wachovia, A Wells Fargo Company December 2007 - January 2009
Wachovia May 2006 - January 2008
Skills
Project Management, Marketing, Financial Analysis, Finance, Market Research, Account Management, New Business Development, Salesforce.com, Strategic Planning, Data Analysis, Customer Retention, Sales Presentations, Strategy, Management
Education
San Diego State University-California State University 2009 — 2010
MBA, Business Administration and Management, General
University of Florida - Warrington College Of Business 2002 — 2006
BSBA, Finance
Western Union August 2015 - Present
Western Union May 2013 - August 2015
ReachLocal July 2010 - May 2013
Kroenke Sports Enterprises January 2010 - May 2010
Wachovia, A Wells Fargo Company December 2007 - January 2009
Wachovia May 2006 - January 2008
Skills
Project Management, Marketing, Financial Analysis, Finance, Market Research, Account Management, New Business Development, Salesforce.com, Strategic Planning, Data Analysis, Customer Retention, Sales Presentations, Strategy, Management
Education
San Diego State University-California State University 2009 — 2010
MBA, Business Administration and Management, General
University of Florida - Warrington College Of Business 2002 — 2006
BSBA, Finance
Dana Zelig Collins's Wachovia, A Wells Fargo Company Experience 2005 - 2008
Job Senior Manager, Healthcare Compliance Audit at Celgene
Industry Pharmaceuticals
Experience
Celgene November 2013 - Present
Huron Consulting Group January 2012 - November 2013
Compliance Implementation Services CIS July 2008 - January 2012
Wachovia, A Wells Fargo Company 2005 - 2008
Pfizer, formerly Wyeth Pharmaceuticals May 2004 - August 2004
Skills
Process Improvement, Risk Management, Internal Controls, Pharmaceutical Industry, Internal Audit, Government Pricing, Government Programs, Training, Policy, Project Management, Financial Analysis, Cross-functional Team..., FDA
Education
Wake Forest University 2001 — 2005
BA, English, German, International Studies
Seton Hall University School of Law
Healthcare Compliance Certification
Great Valley High School
Celgene November 2013 - Present
Huron Consulting Group January 2012 - November 2013
Compliance Implementation Services CIS July 2008 - January 2012
Wachovia, A Wells Fargo Company 2005 - 2008
Pfizer, formerly Wyeth Pharmaceuticals May 2004 - August 2004
Skills
Process Improvement, Risk Management, Internal Controls, Pharmaceutical Industry, Internal Audit, Government Pricing, Government Programs, Training, Policy, Project Management, Financial Analysis, Cross-functional Team..., FDA
Education
Wake Forest University 2001 — 2005
BA, English, German, International Studies
Seton Hall University School of Law
Healthcare Compliance Certification
Great Valley High School
Patrick Yarbrough's Wachovia, A Wells Fargo Company Experience July 2007 - October 2009
Job Sr Project Manager at Citigroup (TCS)
Industry Banking
Experience
Citigroup (TCS) May 2014 - Present
USAA - KForce August 2013 - February 2014
Sabre Holdings March 2012 - March 2013
Rackspace Hosting February 2011 - April 2011
San Antonio Federal Credit Union October 2010 - November 2010
Capital One November 2009 - October 2010
Wachovia, A Wells Fargo Company July 2007 - October 2009
Wachovia August 2001 - July 2007
Nortel April 1991 - January 2001
Skills
Microsoft Office, Microsoft Project, Visio, Quality Center, Clarity, SharePoint, Agile, Vendor Management, Waterfall, PMO, Testing, Software Documentation, Software Project..., Team Building, MS Project, Systems Analysis, Integration, Business Process..., Business Requirements, Agile Methodologies, Disaster Recovery, Training, Resource Management, Requirements Analysis, Data Center, Project Management, Budgets, Process Improvement, Data Warehousing, Agile Project Management, Business Analysis, Quality Assurance, SDLC, User Acceptance Testing, Requirements Gathering, Management, PMP, Program Management, Team Leadership, Business Process, IT Strategy, IT Management
Education
San Antonio College
Associate, Computer Science
Texas A&M Commerce
BS Computer Science, Computer Science
Citigroup (TCS) May 2014 - Present
USAA - KForce August 2013 - February 2014
Sabre Holdings March 2012 - March 2013
Rackspace Hosting February 2011 - April 2011
San Antonio Federal Credit Union October 2010 - November 2010
Capital One November 2009 - October 2010
Wachovia, A Wells Fargo Company July 2007 - October 2009
Wachovia August 2001 - July 2007
Nortel April 1991 - January 2001
Skills
Microsoft Office, Microsoft Project, Visio, Quality Center, Clarity, SharePoint, Agile, Vendor Management, Waterfall, PMO, Testing, Software Documentation, Software Project..., Team Building, MS Project, Systems Analysis, Integration, Business Process..., Business Requirements, Agile Methodologies, Disaster Recovery, Training, Resource Management, Requirements Analysis, Data Center, Project Management, Budgets, Process Improvement, Data Warehousing, Agile Project Management, Business Analysis, Quality Assurance, SDLC, User Acceptance Testing, Requirements Gathering, Management, PMP, Program Management, Team Leadership, Business Process, IT Strategy, IT Management
Education
San Antonio College
Associate, Computer Science
Texas A&M Commerce
BS Computer Science, Computer Science
Tim Toler's Wachovia, A Wells Fargo Company Experience July 1985 - November 2002
Job Financial Services Professional
Industry Financial Services
Experience
jp morgan April 2006 - May 2009
Regions Bank April 2003 - April 2006
Wachovia Bank 1985 - 2003
Wachovia, A Wells Fargo Company July 1985 - November 2002
Skills
Credit Analysis, Commercial Lending, Commercial Banking, Investment Banking, Banking, Loans, Financial Services, Management, Portfolio Management, Investments, Risk Management, Series 7, Marketing, Credit Risk, Wealth Management, Credit, Financial Analysis, Mergers & Acquisitions, Financial Structuring, Finance, Strategic Financial..., Cash Management, Retail Banking, Treasury Management, Equities, Small Business Lending, Securities, Financial Risk, Asset Management, Corporate Finance, Fixed Income, Valuation, Capital Markets, Underwriting, Due Diligence, Financial Modeling, Series 63, Private Equity, Mortgage Lending
Education
Sewanee-The University of the South 1967 — 1971
Bachelor's, English and History
Robert E. Lee High School
jp morgan April 2006 - May 2009
Regions Bank April 2003 - April 2006
Wachovia Bank 1985 - 2003
Wachovia, A Wells Fargo Company July 1985 - November 2002
Skills
Credit Analysis, Commercial Lending, Commercial Banking, Investment Banking, Banking, Loans, Financial Services, Management, Portfolio Management, Investments, Risk Management, Series 7, Marketing, Credit Risk, Wealth Management, Credit, Financial Analysis, Mergers & Acquisitions, Financial Structuring, Finance, Strategic Financial..., Cash Management, Retail Banking, Treasury Management, Equities, Small Business Lending, Securities, Financial Risk, Asset Management, Corporate Finance, Fixed Income, Valuation, Capital Markets, Underwriting, Due Diligence, Financial Modeling, Series 63, Private Equity, Mortgage Lending
Education
Sewanee-The University of the South 1967 — 1971
Bachelor's, English and History
Robert E. Lee High School
Mary Archille Crank's Wachovia, A Wells Fargo Company Experience June 2006 - February 2008
Job Contract Accountant at Real Pie Man
Industry Accounting
Experience
Real Pie Man May 2004 - Present
CB Richard Ellis January 2008 - March 2009
Wachovia, A Wells Fargo Company June 2006 - February 2008
Metrolina Comprehensive Health Center/CW Williams May 2001 - October 2003
Skills
Variance Analysis, Financial Reporting, General Ledger, Accounts Payable, Journal Entries, Fixed Assets, Accounting, Finance, Payroll, Invoicing, Tax Preparation, Sarbanes-Oxley Act, Excel, Accruals, Account Reconciliation, Cash Flow, Balance, Reconciliation, Cash Flow Forecasting, GAAP, Reconciliations, Cash Management, Accounts Receivable, Financial Forecasting, Pivot Tables, Capital Budgeting, Special Projects, Financial Accounting, Cash, Forecasting, Budget Preparation, SOX, Consolidation, Financial Analysis, Essbase, Expenses, Internal Audit, Lockbox, Customer Service, Network Security, Efiling, HUD, Sales & Use Tax, Project Management, Medicare/Medicaid..., Grant Writing, Federal Grants..., Trend Forecasting, Financial Planning, Special Projects...
Education
•IRS Tax Preparer, Charlotte, North Carolina 2010 — 2015
Certification, IRS TAX Preparer Advanced Level (Current)-Taxation
Southern University and Agricultural and Mechanical College at Baton Rouge
BS, Accounting
Real Pie Man May 2004 - Present
CB Richard Ellis January 2008 - March 2009
Wachovia, A Wells Fargo Company June 2006 - February 2008
Metrolina Comprehensive Health Center/CW Williams May 2001 - October 2003
Skills
Variance Analysis, Financial Reporting, General Ledger, Accounts Payable, Journal Entries, Fixed Assets, Accounting, Finance, Payroll, Invoicing, Tax Preparation, Sarbanes-Oxley Act, Excel, Accruals, Account Reconciliation, Cash Flow, Balance, Reconciliation, Cash Flow Forecasting, GAAP, Reconciliations, Cash Management, Accounts Receivable, Financial Forecasting, Pivot Tables, Capital Budgeting, Special Projects, Financial Accounting, Cash, Forecasting, Budget Preparation, SOX, Consolidation, Financial Analysis, Essbase, Expenses, Internal Audit, Lockbox, Customer Service, Network Security, Efiling, HUD, Sales & Use Tax, Project Management, Medicare/Medicaid..., Grant Writing, Federal Grants..., Trend Forecasting, Financial Planning, Special Projects...
Education
•IRS Tax Preparer, Charlotte, North Carolina 2010 — 2015
Certification, IRS TAX Preparer Advanced Level (Current)-Taxation
Southern University and Agricultural and Mechanical College at Baton Rouge
BS, Accounting
Eric Gniadek's Wachovia, A Wells Fargo Company Experience August 2008 - May 2009
Job OnLine Customer Service Representative at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank January 2010 - Present
WACHOVIA 2008 - May 2010
Wachovia, A Wells Fargo Company August 2008 - May 2009
wachovia home loans 2008 - 2009
BNC Mortgage November 2005 - October 2007
E-LOAN 1999 - 2001
Education
San Jose State University 1982 — 1985
B.S., Business
Wells Fargo Bank January 2010 - Present
WACHOVIA 2008 - May 2010
Wachovia, A Wells Fargo Company August 2008 - May 2009
wachovia home loans 2008 - 2009
BNC Mortgage November 2005 - October 2007
E-LOAN 1999 - 2001
Education
San Jose State University 1982 — 1985
B.S., Business
Owen Bradley, CCIM's Wachovia, A Wells Fargo Company Experience August 2006 - July 2010
Job CRE Synovus Bank
Industry Banking
Experience
Synovus January 2015 - Present
Wells Fargo August 2011 - January 2015
Wells Fargo July 2010 - August 2011
Wachovia, A Wells Fargo Company August 2006 - July 2010
SouthTrust Bank August 2002 - August 2006
Skills
Commercial Lending, Loans, Commercial Banking, Credit, Financial Analysis, Credit Analysis, Due Diligence, Portfolio Management, Mortgage Lending, Loan Origination, Underwriting, Loss Mitigation, Commercial Mortgages, Lines Of Credit
Education
University of Alabama 2003 — 2005
M.A., Management
University of Alabama 1999 — 2002
B.S., Entrepreneurship / Management
Sewanee-The University of the South 1998 — 1999
Pre-Engineering
Synovus January 2015 - Present
Wells Fargo August 2011 - January 2015
Wells Fargo July 2010 - August 2011
Wachovia, A Wells Fargo Company August 2006 - July 2010
SouthTrust Bank August 2002 - August 2006
Skills
Commercial Lending, Loans, Commercial Banking, Credit, Financial Analysis, Credit Analysis, Due Diligence, Portfolio Management, Mortgage Lending, Loan Origination, Underwriting, Loss Mitigation, Commercial Mortgages, Lines Of Credit
Education
University of Alabama 2003 — 2005
M.A., Management
University of Alabama 1999 — 2002
B.S., Entrepreneurship / Management
Sewanee-The University of the South 1998 — 1999
Pre-Engineering
Mitchell Benveniste's Wachovia, A Wells Fargo Company Experience February 2009 - July 2009
Job Network Infrastructure Technician
Industry Information Technology and Services
Experience
State of California February 2014 - Present
CE RESOURCE INC. October 2013 - February 2014
TEKsystems March 2013 - August 2013
Enclipse June 2011 - December 2012
Western Blue August 2006 - June 2011
Wachovia, A Wells Fargo Company February 2009 - July 2009
Dimple Records October 2003 - October 2005
Skills
Administration, Microsoft Office, Customer Relations, Troubleshooting, XP, Windows 7, IBM Rational Software, HP Service Manager, HP Radia (CAE), Customer Service, Windows, System Administration, Active Directory, Windows Server, Computer Hardware, Operating Systems, Networking, Software Installation, Windows XP, Cisco Technologies, Technical Support
Education
University of California, Santa Barbara 2006 — 2008
Bachelor of Arts (B.A.), Business Economics/Accounting
Sierra College 2002 — 2006
Associates of Arts/Science, Accounting, Business Administration, Music, Humanities, Liberal Arts
State of California February 2014 - Present
CE RESOURCE INC. October 2013 - February 2014
TEKsystems March 2013 - August 2013
Enclipse June 2011 - December 2012
Western Blue August 2006 - June 2011
Wachovia, A Wells Fargo Company February 2009 - July 2009
Dimple Records October 2003 - October 2005
Skills
Administration, Microsoft Office, Customer Relations, Troubleshooting, XP, Windows 7, IBM Rational Software, HP Service Manager, HP Radia (CAE), Customer Service, Windows, System Administration, Active Directory, Windows Server, Computer Hardware, Operating Systems, Networking, Software Installation, Windows XP, Cisco Technologies, Technical Support
Education
University of California, Santa Barbara 2006 — 2008
Bachelor of Arts (B.A.), Business Economics/Accounting
Sierra College 2002 — 2006
Associates of Arts/Science, Accounting, Business Administration, Music, Humanities, Liberal Arts
Fang Xie's Wachovia, A Wells Fargo Company Experience February 2009 - March 2011
Job International Accountant at RTI International
Industry Nonprofit Organization Management
Experience
RTI International January 2011 - Present
Wachovia, A Wells Fargo Company February 2009 - March 2011
Phoenix Realty Services April 2008 - March 2009
Success Management Franchise Group, dba Denny's February 2007 - January 2008
China Construction Bank July 1996 - April 2000
Chinese Construction Bank July 1995 - April 2000
Skills
Microsoft Excel, Accounting, Accounts Payable, Financial Statements, Accounts Receivable, Risk Management, Compliance Operations
Education
University of North Carolina at Greensboro 2004 — 2005
M.A, Accounting
Southwestern University of Finance and Economics 1993 — 1996
M.S, Accounting
Southwestern University of Finance and Economics 1989 — 1996
master, Accounting
RTI International January 2011 - Present
Wachovia, A Wells Fargo Company February 2009 - March 2011
Phoenix Realty Services April 2008 - March 2009
Success Management Franchise Group, dba Denny's February 2007 - January 2008
China Construction Bank July 1996 - April 2000
Chinese Construction Bank July 1995 - April 2000
Skills
Microsoft Excel, Accounting, Accounts Payable, Financial Statements, Accounts Receivable, Risk Management, Compliance Operations
Education
University of North Carolina at Greensboro 2004 — 2005
M.A, Accounting
Southwestern University of Finance and Economics 1993 — 1996
M.S, Accounting
Southwestern University of Finance and Economics 1989 — 1996
master, Accounting
Del Penano's Wachovia, A Wells Fargo Company Experience January 1998 - September 2008
Job Home Mortgage Consultant at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage February 2011 - Present
JP Morgan Chase September 2009 - February 2011
Wachovia, A Wells Fargo Company January 1998 - September 2008
Education
San Francisco State University, College of Business
Wells Fargo Home Mortgage February 2011 - Present
JP Morgan Chase September 2009 - February 2011
Wachovia, A Wells Fargo Company January 1998 - September 2008
Education
San Francisco State University, College of Business
Koorosh Daroogheh's Wachovia, A Wells Fargo Company Experience 2008 - Present
Job Financial Officer
Industry Banking
Experience
Wachovia, A Wells Fargo Company 2008 - Present
wachovia home loans 2008 - 2009
Education
San Francisco State University 1997 — 2000
Master's degree, Biomedical Laboratory Scince, specializing in Molecular Biology, 3.3
Wachovia, A Wells Fargo Company 2008 - Present
wachovia home loans 2008 - 2009
Education
San Francisco State University 1997 — 2000
Master's degree, Biomedical Laboratory Scince, specializing in Molecular Biology, 3.3
Hanin Bukhari's Wachovia, A Wells Fargo Company Experience February 1999 - May 2005
Job JCC at Sonoma County Probation
Industry Law Enforcement
Experience
Sonoma County Probation November 2006 - Present
Wachovia, A Wells Fargo Company February 1999 - May 2005
Education
San Jose State University 2001 — 2006
BA, Sociology/criminoloy
Sonoma County Probation November 2006 - Present
Wachovia, A Wells Fargo Company February 1999 - May 2005
Education
San Jose State University 2001 — 2006
BA, Sociology/criminoloy
BETH GIBSON, MBA's Wachovia, A Wells Fargo Company Experience 1998 - 2005
Job CFO at New York Blood Center
Industry Hospital & Health Care
Experience
New York Blood Center 2012 - Present
TIAA-CREF 2008 - 2012
Bank of America 2006 - 2008
Wachovia, A Wells Fargo Company 1998 - 2005
Signet Bank 1994 - 1998
People's United Bank 1988 - 1994
Chemical Bank 1987 - 1988
ExxonMobil 1980 - 1986
Harvard University, Peabody Museum 1977 - 1980
Skills
Strategic Planning, Strategic Communications, Strategic Partnerships, Organizational..., Change Leadership, Thought Leadership, Strategic Leadership, Executive Communications, Budgeting, Change Management, Forecasting, Financial Planning, Business Planning, Integration, Finance Transformation, Financial Reporting, Corporate Finance, Negotiation, Influential, Creative Problem Solving, Visionary, Board Presentations, Risk Mitigation, Basel II, IPO, Oracle Applications, Business Strategy, Strong Business Acumen, Treasury, Financial Institutions, Project Execution, Decision Making, Setting Priorities, Driving Results, Delivering Results, Results Oriented, Performance Metrics, Diversity, Customer Satisfaction, Dealing with Ambiguity, High Performance Teams, Profitability..., Cost Savings, Financial Analysis, Offshoring, Goal Oriented, Profitability Analysis, Business Process..., Management Consulting, Activity Based...
Education
Mount Holyoke College
BA, History
Simmons College - Simmons School of Management
MBA, Finance
New York Blood Center 2012 - Present
TIAA-CREF 2008 - 2012
Bank of America 2006 - 2008
Wachovia, A Wells Fargo Company 1998 - 2005
Signet Bank 1994 - 1998
People's United Bank 1988 - 1994
Chemical Bank 1987 - 1988
ExxonMobil 1980 - 1986
Harvard University, Peabody Museum 1977 - 1980
Skills
Strategic Planning, Strategic Communications, Strategic Partnerships, Organizational..., Change Leadership, Thought Leadership, Strategic Leadership, Executive Communications, Budgeting, Change Management, Forecasting, Financial Planning, Business Planning, Integration, Finance Transformation, Financial Reporting, Corporate Finance, Negotiation, Influential, Creative Problem Solving, Visionary, Board Presentations, Risk Mitigation, Basel II, IPO, Oracle Applications, Business Strategy, Strong Business Acumen, Treasury, Financial Institutions, Project Execution, Decision Making, Setting Priorities, Driving Results, Delivering Results, Results Oriented, Performance Metrics, Diversity, Customer Satisfaction, Dealing with Ambiguity, High Performance Teams, Profitability..., Cost Savings, Financial Analysis, Offshoring, Goal Oriented, Profitability Analysis, Business Process..., Management Consulting, Activity Based...
Education
Mount Holyoke College
BA, History
Simmons College - Simmons School of Management
MBA, Finance
Steven Zhang's Wachovia, A Wells Fargo Company Experience April 2010 - Present
Job Apps System Engineer at Wachovia, A Wells Fargo Company
Industry Financial Services
Experience
Wachovia, A Wells Fargo Company April 2010 - Present
TIAA-CREF July 2009 - April 2010
Duke Energy October 2007 - March 2009
TIAA-CREF December 2005 - October 2007
Premiere Allicance Group August 2004 - December 2005
TCY Technology February 2004 - June 2004
Compendia Inc June 2003 - February 2004
Ericsson October 1997 - February 2003
Education
University of North Carolina at Charlotte 1995 — 1997
Master, Computer Science
Shanghai University
BA, Computer Science
Wachovia, A Wells Fargo Company April 2010 - Present
TIAA-CREF July 2009 - April 2010
Duke Energy October 2007 - March 2009
TIAA-CREF December 2005 - October 2007
Premiere Allicance Group August 2004 - December 2005
TCY Technology February 2004 - June 2004
Compendia Inc June 2003 - February 2004
Ericsson October 1997 - February 2003
Education
University of North Carolina at Charlotte 1995 — 1997
Master, Computer Science
Shanghai University
BA, Computer Science
Lisa Fitzmaurice's Wachovia, A Wells Fargo Company Experience August 1998 - February 2009
Job Gaston Rentals, Inc.
Industry Consumer Goods
Experience
Gaston Rentals September 2014 - Present
Lincoln Harris August 2012 - August 2014
Gaston Country Club February 2009 - August 2012
Wachovia, A Wells Fargo Company August 1998 - February 2009
KMPG Peat Marwick 1995 - 1998
Washburn Graphics/Cadmus Communications 1985 - 1995
Skills
Customer Service
Education
Southern Illinois University, Edwardsville
Gaston Rentals September 2014 - Present
Lincoln Harris August 2012 - August 2014
Gaston Country Club February 2009 - August 2012
Wachovia, A Wells Fargo Company August 1998 - February 2009
KMPG Peat Marwick 1995 - 1998
Washburn Graphics/Cadmus Communications 1985 - 1995
Skills
Customer Service
Education
Southern Illinois University, Edwardsville
James Palermo's Wachovia, A Wells Fargo Company Experience October 2008 - October 2009
Job Vice President, Portfolio Manager at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management May 2010 - Present
Wachovia, A Wells Fargo Company October 2008 - October 2009
Wilmington Trust 1991 - 2008
Skills
Wealth Management, Asset Allocation, Investment Advisory, Portfolio Management, High Net Worth..., Alternative Investments, Mutual Funds, Investment Strategies, Series 7, Wealth Management..., Investments, Asset Managment
Education
Temple University - Fox School of Business and Management
MBA, Finance
Shippensburg University of Pennsylvania 1982 — 1986
BSBA, Business Administration and Management, General
PNC Wealth Management May 2010 - Present
Wachovia, A Wells Fargo Company October 2008 - October 2009
Wilmington Trust 1991 - 2008
Skills
Wealth Management, Asset Allocation, Investment Advisory, Portfolio Management, High Net Worth..., Alternative Investments, Mutual Funds, Investment Strategies, Series 7, Wealth Management..., Investments, Asset Managment
Education
Temple University - Fox School of Business and Management
MBA, Finance
Shippensburg University of Pennsylvania 1982 — 1986
BSBA, Business Administration and Management, General
James Puzzo's Wachovia, A Wells Fargo Company Experience 1992 - 2001
Job Vice President, US Trust
Industry Financial Services
Experience
US Trust September 2006 - Present
JP Morgan Chase January 2002 - October 2006
Wachovia, A Wells Fargo Company 1992 - 2001
Union Trust Company 1987 - 1992
Skills
Trusts, Wealth Management, Private Banking, Trust Services, Probate, Estate Planning, Wealth Management..., Investment Management, Investment Advisory, Wealth, Retirement Planning, Alternative Investments, Equities, Series 7, Investment Strategies, Retirement, Estate Tax Planning, Fixed Income, Banking, Trust Management, High Net Worth..., Uniform Combined State..., Investments, Mutual Funds, Securities, Series 63, Asset Allocation, Strategic Financial..., Hedge Funds, Portfolio Management, Asset Management, Estate Administration, Financial Planning, Financial Services
Education
Southern Connecticut State University 1979 — 1981
B.S, Economics
US Trust September 2006 - Present
JP Morgan Chase January 2002 - October 2006
Wachovia, A Wells Fargo Company 1992 - 2001
Union Trust Company 1987 - 1992
Skills
Trusts, Wealth Management, Private Banking, Trust Services, Probate, Estate Planning, Wealth Management..., Investment Management, Investment Advisory, Wealth, Retirement Planning, Alternative Investments, Equities, Series 7, Investment Strategies, Retirement, Estate Tax Planning, Fixed Income, Banking, Trust Management, High Net Worth..., Uniform Combined State..., Investments, Mutual Funds, Securities, Series 63, Asset Allocation, Strategic Financial..., Hedge Funds, Portfolio Management, Asset Management, Estate Administration, Financial Planning, Financial Services
Education
Southern Connecticut State University 1979 — 1981
B.S, Economics
Jacqueline Vo's Wachovia, A Wells Fargo Company Experience November 1997 - October 2011
Job Executive Administrator at Intel Corp.
Industry Computer Hardware
Experience
Intel Corporation 2012 - Present
Wells Fargo Bank November 1997 - July 2012
Wachovia, A Wells Fargo Company November 1997 - October 2011
Boston Scientific Corp January 1996 - January 1997
Skills
Mac & PC platforms, Access, SharePoint, Banking, Event Planning, Coordinating Events, Online Travel, PowerPoint, Microsoft Word, Adobe Creative Suite, QuarkXPress, Email, Internet, Vietnamese
Education
San Jose State University
Bachelor of Science, International Business
Intel Corporation 2012 - Present
Wells Fargo Bank November 1997 - July 2012
Wachovia, A Wells Fargo Company November 1997 - October 2011
Boston Scientific Corp January 1996 - January 1997
Skills
Mac & PC platforms, Access, SharePoint, Banking, Event Planning, Coordinating Events, Online Travel, PowerPoint, Microsoft Word, Adobe Creative Suite, QuarkXPress, Email, Internet, Vietnamese
Education
San Jose State University
Bachelor of Science, International Business
Cedric Davis's Wachovia, A Wells Fargo Company Experience May 2005 - August 2010
Job Market Risk Consultant at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. September 2014 - Present
Davis Media, LLC October 2011 - Present
Wells Fargo Bank, N.A. July 2012 - September 2014
Wells Fargo August 2010 - July 2012
Wachovia, A Wells Fargo Company May 2005 - August 2010
Education
Winthrop University 2004 — 2006
MBA, Accounting
South Carolina State University 1998 — 2002
Bachelor's of Science, Accounting
Wells Fargo Bank, N.A. September 2014 - Present
Davis Media, LLC October 2011 - Present
Wells Fargo Bank, N.A. July 2012 - September 2014
Wells Fargo August 2010 - July 2012
Wachovia, A Wells Fargo Company May 2005 - August 2010
Education
Winthrop University 2004 — 2006
MBA, Accounting
South Carolina State University 1998 — 2002
Bachelor's of Science, Accounting
Elly Cazanis's Wachovia, A Wells Fargo Company Experience 2004 - 2006
Job Graphic Designer at Lyon Real Estate
Industry Graphic Design
Experience
Lyon Real Estate November 2013 - Present
See's Candies November 2006 - September 2013
Wachovia, A Wells Fargo Company 2004 - 2006
Natomas Journal November 2004 - June 2005
Lincoln Media Group September 2003 - October 2004
Skills
Photoshop, Microsoft Office, InDesign, Advertising, Adobe Creative Suite, Mac, Graphic Design, Illustrator, Packaging, Illustration, Layout, Logo Design, Corporate Identity, Typography, Brochures, Print Production, Graphics, HTML 5, CSS3, Dreamweaver, Word, Media Buying, QuarkXPress, Flash, Adobe Acrobat, PowerPoint, Excel, Photography, Customer Service, Art, Posters, Branding & Identity, Creative Direction, Art Direction, WordPress, Digital Photography, Microsoft Excel
Education
San Francisco State University 2000 — 2003
BA, Graphic Design
Lyon Real Estate November 2013 - Present
See's Candies November 2006 - September 2013
Wachovia, A Wells Fargo Company 2004 - 2006
Natomas Journal November 2004 - June 2005
Lincoln Media Group September 2003 - October 2004
Skills
Photoshop, Microsoft Office, InDesign, Advertising, Adobe Creative Suite, Mac, Graphic Design, Illustrator, Packaging, Illustration, Layout, Logo Design, Corporate Identity, Typography, Brochures, Print Production, Graphics, HTML 5, CSS3, Dreamweaver, Word, Media Buying, QuarkXPress, Flash, Adobe Acrobat, PowerPoint, Excel, Photography, Customer Service, Art, Posters, Branding & Identity, Creative Direction, Art Direction, WordPress, Digital Photography, Microsoft Excel
Education
San Francisco State University 2000 — 2003
BA, Graphic Design
Jenny Desai's Wachovia, A Wells Fargo Company Experience August 2010 - Present
Job Brokerage Associate at Wells Fargo Advisors
Industry Accounting
Experience
Wells Fargo Advisors August 2013 - Present
Wachovia, A Wells Fargo Company August 2010 - Present
Bank of America January 2005 - January 2010
Skills
Process Improvement, Microsoft Excel, Access, Business Analysis, Customer Service, Microsoft Word, Financial Reporting, Financial Analysis, Consumer Lending, Mortgage Lending, PowerPoint, Retail Banking
Education
Sardar Patel University 1993 — 1996
BBA, Acounting & Finance
Wells Fargo Advisors August 2013 - Present
Wachovia, A Wells Fargo Company August 2010 - Present
Bank of America January 2005 - January 2010
Skills
Process Improvement, Microsoft Excel, Access, Business Analysis, Customer Service, Microsoft Word, Financial Reporting, Financial Analysis, Consumer Lending, Mortgage Lending, PowerPoint, Retail Banking
Education
Sardar Patel University 1993 — 1996
BBA, Acounting & Finance
Tati Terfa's Wachovia, A Wells Fargo Company Experience December 2001 - Present
Job Operations Analyst at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company December 2001 - Present
Hennepin County Library 2003 - 2007
Ethiopian Export Promotion Agency 1999 - 2001
Education
College of St. Catherine 2006 — 2010
Master of Library & Information Science (MLIS)
Walden University
Wachovia, A Wells Fargo Company December 2001 - Present
Hennepin County Library 2003 - 2007
Ethiopian Export Promotion Agency 1999 - 2001
Education
College of St. Catherine 2006 — 2010
Master of Library & Information Science (MLIS)
Walden University
vanessa sarpong's Wachovia, A Wells Fargo Company Experience September 1994 - Present
Job Account Reconciler
Industry Banking
Experience
Wachovia, A Wells Fargo Company September 1994 - Present
Education
Shorter University 2000 — 2004
management
Wachovia, A Wells Fargo Company September 1994 - Present
Education
Shorter University 2000 — 2004
management
Lenny Lye's Wachovia, A Wells Fargo Company Experience January 1998 - December 2010
Job Branch Manager / Vice President
Industry Banking
Experience
First Niagara Bank February 2015 - Present
Hamden/North Haven YMCA 2005 - March 2015
Wells Fargo January 2011 - February 2014
Wachovia, A Wells Fargo Company January 1998 - December 2010
First Union July 1997 - December 1998
Skills
Loans, Credit, Banking, Customer Service, Wealth Management, Commercial Banking, Sales Management
Education
Southern Connecticut State University 1991 — 1997
Business Administration, Management
Hamden High School 1987 — 1991
High School Diploma
First Niagara Bank February 2015 - Present
Hamden/North Haven YMCA 2005 - March 2015
Wells Fargo January 2011 - February 2014
Wachovia, A Wells Fargo Company January 1998 - December 2010
First Union July 1997 - December 1998
Skills
Loans, Credit, Banking, Customer Service, Wealth Management, Commercial Banking, Sales Management
Education
Southern Connecticut State University 1991 — 1997
Business Administration, Management
Hamden High School 1987 — 1991
High School Diploma
Fei Ni's Wachovia, A Wells Fargo Company Experience December 2009 - November 2011
Job Senior Software Engineer at Fidelity Investment
Industry Banking
Experience
Fidelity Investments November 2012 - Present
Wachovia, A Wells Fargo Company December 2009 - November 2011
Credit Suisse Group December 2005 - August 2008
Election Systems & Software April 2005 - December 2005
Constella Group August 2001 - March 2005
Wake Technical Community College January 2001 - August 2001
Skills
Oracle, SDLC, SQL, Databases, Unix, Requirements Analysis, Business Analysis, Business Intelligence, PL/SQL, Data Warehousing, XML, Software Development, Informatica
Education
Southern Cross University 1997 — 2000
LLB, Laws
Beijing University of Physical Education 1990 — 1994
BS, Athletic Physiology
Fidelity Investments November 2012 - Present
Wachovia, A Wells Fargo Company December 2009 - November 2011
Credit Suisse Group December 2005 - August 2008
Election Systems & Software April 2005 - December 2005
Constella Group August 2001 - March 2005
Wake Technical Community College January 2001 - August 2001
Skills
Oracle, SDLC, SQL, Databases, Unix, Requirements Analysis, Business Analysis, Business Intelligence, PL/SQL, Data Warehousing, XML, Software Development, Informatica
Education
Southern Cross University 1997 — 2000
LLB, Laws
Beijing University of Physical Education 1990 — 1994
BS, Athletic Physiology
Vivian Cai's Wachovia, A Wells Fargo Company Experience September 2002 - June 2007
Job Accounting Manager at Silicon Valley Bank
Industry Outsourcing/Offshoring
Experience
Silicon Valley Bank September 2014 - Present
Xerox Business Services January 2012 - August 2014
ACS, a Xerox Company October 2007 - January 2012
Wachovia, A Wells Fargo Company September 2002 - June 2007
Skills
Internal Audit, SOX Compliancy, SOX 404, Financial Services, Financial Statements, Financial Reporting, Finance, Auditing, Sarbanes-Oxley, Internal Controls, Financial Accounting, General Ledger, Accounting, Sarbanes-Oxley Act, Financial Analysis, Managerial Finance, Account Reconciliation, Process Improvement, SAP, Business Process..., Accounts Receivable, Accounts Payable, Revenue Recognition
Education
University of Virginia 1990 — 1992
MS, Materials Science
Shanghai Jiao Tong University 1986 — 1990
BA, Engineering
Silicon Valley Bank September 2014 - Present
Xerox Business Services January 2012 - August 2014
ACS, a Xerox Company October 2007 - January 2012
Wachovia, A Wells Fargo Company September 2002 - June 2007
Skills
Internal Audit, SOX Compliancy, SOX 404, Financial Services, Financial Statements, Financial Reporting, Finance, Auditing, Sarbanes-Oxley, Internal Controls, Financial Accounting, General Ledger, Accounting, Sarbanes-Oxley Act, Financial Analysis, Managerial Finance, Account Reconciliation, Process Improvement, SAP, Business Process..., Accounts Receivable, Accounts Payable, Revenue Recognition
Education
University of Virginia 1990 — 1992
MS, Materials Science
Shanghai Jiao Tong University 1986 — 1990
BA, Engineering
Jenna Messer's Wachovia, A Wells Fargo Company Experience January 2009 - May 2012
Job Relationship Banker with BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank July 2012 - Present
Wachovia, A Wells Fargo Company January 2009 - May 2012
Wachovia Bank October 2007 - January 2009
EXPRESS May 2006 - October 2007
Skills
Consumer Lending, Loans, Banking, Lines Of Credit, Credit, Small Business Lending, Retail Banking, Refinance, Cross Selling, Cash Management, Performing, Singing, Acoustic Guitar, Residential Mortgages, Home Equity Lines of..., Mortgage Lending, Loan Origination, Merchant Services, Branch Banking, Personal Banking, Credit Cards, Home Equity, Teller Operations, Relationship Management, AML, Banking Relationships, Home Equity Loans, Sales, Small Business, Customer Service
Education
Stetson University
Accounting and Business/Management
Seminole State College
BMO Harris Bank July 2012 - Present
Wachovia, A Wells Fargo Company January 2009 - May 2012
Wachovia Bank October 2007 - January 2009
EXPRESS May 2006 - October 2007
Skills
Consumer Lending, Loans, Banking, Lines Of Credit, Credit, Small Business Lending, Retail Banking, Refinance, Cross Selling, Cash Management, Performing, Singing, Acoustic Guitar, Residential Mortgages, Home Equity Lines of..., Mortgage Lending, Loan Origination, Merchant Services, Branch Banking, Personal Banking, Credit Cards, Home Equity, Teller Operations, Relationship Management, AML, Banking Relationships, Home Equity Loans, Sales, Small Business, Customer Service
Education
Stetson University
Accounting and Business/Management
Seminole State College
Nicolina Nespeca's Wachovia, A Wells Fargo Company Experience 2006 - 2009
Job Global and Multilingual HR Professional
Industry Financial Services
Experience
Confidential 2010 - Present
Bank of America 2010 - 2010
Wachovia, A Wells Fargo Company 2006 - 2009
Goldman Sachs 2005 - 2006
Education
Sophia University
MA, Japanese
University of Michigan
BA, Japanese
Confidential 2010 - Present
Bank of America 2010 - 2010
Wachovia, A Wells Fargo Company 2006 - 2009
Goldman Sachs 2005 - 2006
Education
Sophia University
MA, Japanese
University of Michigan
BA, Japanese
Faustin Romero Jr's Wachovia, A Wells Fargo Company Experience August 2007 - October 2008
Job System admin at Berridge manufacturing
Industry Information Technology and Services
Experience
Berridge manufacturing October 2008 - Present
Wachovia, A Wells Fargo Company August 2007 - October 2008
Alliance Bernstein June 2007 - July 2007
Time Warner Cable May 2007 - June 2007
United Healthcare June 2006 - April 2007
JP Morgan Chase March 2005 - March 2006
Earthlink March 2003 - February 2005
Metro One Telecommunications March 2002 - August 2002
Best Buy August 2000 - April 2001
Skills
A+ Certified, Servers, Windows Server, Active Directory, Disaster Recovery, Team Building
Education
San Antonio College
Computer Science
University of Houston
Computer Science
Berridge manufacturing October 2008 - Present
Wachovia, A Wells Fargo Company August 2007 - October 2008
Alliance Bernstein June 2007 - July 2007
Time Warner Cable May 2007 - June 2007
United Healthcare June 2006 - April 2007
JP Morgan Chase March 2005 - March 2006
Earthlink March 2003 - February 2005
Metro One Telecommunications March 2002 - August 2002
Best Buy August 2000 - April 2001
Skills
A+ Certified, Servers, Windows Server, Active Directory, Disaster Recovery, Team Building
Education
San Antonio College
Computer Science
University of Houston
Computer Science
Todd Burton's Wachovia, A Wells Fargo Company Experience February 2005 - July 2007
Job Branch Retail Sales Manager at
Industry Banking
Experience
Thomaston Savings Bank 2011 - Present
Wells Fargo Bank June 2006 - September 2010
Wachovia, A Wells Fargo Company February 2005 - July 2007
Wachovia, A Wells Fargo Company October 2000 - February 2005
Mortgage Lenders Network May 1998 - October 2000
Skills
Retail Banking, Pricing, Loans, Sales, Loan Origination, Mortgage Lending, Leadership, Credit, Mortgage Banking, Time Management, Series 63, Competitive Analysis, Wealth Management, Commercial Lending, Series 7, Management, Commercial Banking, Business Strategy, Customer Service, Portfolio Management, Risk Management, Banking, Consumer Lending, Finance, Relationship Management, Underwriting, New Business Development, Retail, Small Business Lending, Retirement Planning
Education
Southern Connecticut State University 1990 — 1994
Bs, Communication
Thomaston Savings Bank 2011 - Present
Wells Fargo Bank June 2006 - September 2010
Wachovia, A Wells Fargo Company February 2005 - July 2007
Wachovia, A Wells Fargo Company October 2000 - February 2005
Mortgage Lenders Network May 1998 - October 2000
Skills
Retail Banking, Pricing, Loans, Sales, Loan Origination, Mortgage Lending, Leadership, Credit, Mortgage Banking, Time Management, Series 63, Competitive Analysis, Wealth Management, Commercial Lending, Series 7, Management, Commercial Banking, Business Strategy, Customer Service, Portfolio Management, Risk Management, Banking, Consumer Lending, Finance, Relationship Management, Underwriting, New Business Development, Retail, Small Business Lending, Retirement Planning
Education
Southern Connecticut State University 1990 — 1994
Bs, Communication
Edvinas Inkrata's Wachovia, A Wells Fargo Company Experience December 2009 - September 2011
Job Relationship Banker, JP Morgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase September 2011 - Present
Wachovia, A Wells Fargo Company December 2009 - September 2011
Skills
Consumer Lending, Loans, Credit, Banking, Small Business Lending, Lines Of Credit, Commercial Banking, Mortgage Lending, Retail Banking, Commercial Lending, Credit Analysis, Loan Origination
Education
Southern Connecticut State University 2008 — 2010
Bachelor of Science, Business Administration, Concentration in Finance
JPMorgan Chase September 2011 - Present
Wachovia, A Wells Fargo Company December 2009 - September 2011
Skills
Consumer Lending, Loans, Credit, Banking, Small Business Lending, Lines Of Credit, Commercial Banking, Mortgage Lending, Retail Banking, Commercial Lending, Credit Analysis, Loan Origination
Education
Southern Connecticut State University 2008 — 2010
Bachelor of Science, Business Administration, Concentration in Finance
Jerry Salcedo's Wachovia, A Wells Fargo Company Experience April 1989 - October 2008
Job Underwriter 3 at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2012 - Present
The Hartford September 2011 - October 2012
Wachovia, A Wells Fargo Company April 1989 - October 2008
Skills
Underwriting, Insurance, Financial Analysis, Risk Management, Banking, Financial Services, Credit, Life Insurance
Education
San Diego State University-California State University
BA, Economics
Wells Fargo October 2012 - Present
The Hartford September 2011 - October 2012
Wachovia, A Wells Fargo Company April 1989 - October 2008
Skills
Underwriting, Insurance, Financial Analysis, Risk Management, Banking, Financial Services, Credit, Life Insurance
Education
San Diego State University-California State University
BA, Economics
Padma Dudgaonkar's Wachovia, A Wells Fargo Company Experience July 2010 - December 2010
Job Banking Professional
Industry Banking
Experience
Wachovia, A Wells Fargo Company July 2010 - December 2010
Ohio Savings Bank April 1999 - November 1999
Key Bank October 1992 - April 1994
Menon and Menon Pvt Ltd February 1983 - September 1985
Education
Shivaji University 1979 — 1981
M.B.A, Personnel and marketing
Rajaram College 1975 — 1979
B.A, English
Wachovia, A Wells Fargo Company July 2010 - December 2010
Ohio Savings Bank April 1999 - November 1999
Key Bank October 1992 - April 1994
Menon and Menon Pvt Ltd February 1983 - September 1985
Education
Shivaji University 1979 — 1981
M.B.A, Personnel and marketing
Rajaram College 1975 — 1979
B.A, English
Kathi Van Houten's Wachovia, A Wells Fargo Company Experience August 1989 - Present
Job Learning and Development Consultant
Industry Human Resources
Experience
Wells Fargo September 2010 - Present
Wells Fargo August 1989 - Present
Wachovia, A Wells Fargo Company August 1989 - Present
Skills
Trade Facilitation, Project Planning, Curriculum Design, Virtual Training, Instructor-led Training, Training Delivery, New Hire Training, Web-based Training, Online Training, Adult Education
Education
Slippery Rock University of Pennsylvania 1969 — 1973
BS, Education
Wells Fargo September 2010 - Present
Wells Fargo August 1989 - Present
Wachovia, A Wells Fargo Company August 1989 - Present
Skills
Trade Facilitation, Project Planning, Curriculum Design, Virtual Training, Instructor-led Training, Training Delivery, New Hire Training, Web-based Training, Online Training, Adult Education
Education
Slippery Rock University of Pennsylvania 1969 — 1973
BS, Education
Patricia Mendoza-Thompson's Wachovia, A Wells Fargo Company Experience February 2004 - November 2008
Job Business Manager I at USAA
Industry Financial Services
Experience
USSA April 2013 - Present
USAA April 2013 - Present
Millennium November 2012 - April 2013
Wells Fargo Financial August 2011 - November 2012
Wells Fargo May 2009 - August 2011
Wachovia, A Wells Fargo Company February 2004 - November 2008
Skills
Excel, Microsoft Office 2007, Access, TIBCO iProcess, iGrafx, PowerPoint, Rational Team Concert, Requirements Gathering, Agile Project Management
Education
San Antonio College
USSA April 2013 - Present
USAA April 2013 - Present
Millennium November 2012 - April 2013
Wells Fargo Financial August 2011 - November 2012
Wells Fargo May 2009 - August 2011
Wachovia, A Wells Fargo Company February 2004 - November 2008
Skills
Excel, Microsoft Office 2007, Access, TIBCO iProcess, iGrafx, PowerPoint, Rational Team Concert, Requirements Gathering, Agile Project Management
Education
San Antonio College
Michael Wojcik's Wachovia, A Wells Fargo Company Experience July 2008 - November 2008
Job VP, Technical Operations and Services at Panera Bread
Industry Retail
Experience
Panera Bread April 2013 - Present
MoneyGram International August 2011 - April 2013
Wells Fargo December 2008 - July 2011
Wachovia, A Wells Fargo Company July 2008 - November 2008
A.G. Edwards January 1996 - July 2008
Xyquad Inc. June 1987 - December 1995
Illini Federal Savings and Loan April 1981 - November 1987
Skills
Enterprise Architecture, IT Strategy, Cloud Computing, Product Management, Architecture, SOA, Application Architecture, System Architecture, SDLC, E-commerce, Vendor Management, Team Building, Strategic Planning, Integration, Business Architecture, Technical Leadership, ITIL, Mentoring, Solution Architecture, Mergers
Education
Southern Illinois University, Edwardsville
BSBA, Business Administration/MGMT
Panera Bread April 2013 - Present
MoneyGram International August 2011 - April 2013
Wells Fargo December 2008 - July 2011
Wachovia, A Wells Fargo Company July 2008 - November 2008
A.G. Edwards January 1996 - July 2008
Xyquad Inc. June 1987 - December 1995
Illini Federal Savings and Loan April 1981 - November 1987
Skills
Enterprise Architecture, IT Strategy, Cloud Computing, Product Management, Architecture, SOA, Application Architecture, System Architecture, SDLC, E-commerce, Vendor Management, Team Building, Strategic Planning, Integration, Business Architecture, Technical Leadership, ITIL, Mentoring, Solution Architecture, Mergers
Education
Southern Illinois University, Edwardsville
BSBA, Business Administration/MGMT
Bob Spottswood's Wachovia, A Wells Fargo Company Experience October 1994 - May 2000
Job Software Architect at Advanced Home Care
Industry Information Technology and Services
Experience
Advanced Home Care September 2011 - Present
RMIC May 2002 - August 2011
7 Consulting May 2000 - June 2002
Wachovia, A Wells Fargo Company October 1994 - May 2000
United Airlines June 1989 - October 1994
Skills
XML, ASP.NET, Microsoft Technologies, Scrum, Software Project..., Visual Studio, Project Management, JavaScript, SDLC, Databases, Microsoft SQL Server, C#, HTML, Enterprise Architecture, Software Engineering, Visio, VB.NET, Active Directory, SQL, Software Documentation, Software Development, Agile Project Management, XSLT, Requirements Gathering, Program Management, T-SQL, Business Analysis, Disaster Recovery, .NET, Agile Methodologies, Process Improvement, Windows Server, Network Administration, Web Services, IIS, Team Leadership, WCF, IT Strategy, IT Management, Windows, SSIS, Database Design, SOA
Education
Southern Methodist University
Advanced Home Care September 2011 - Present
RMIC May 2002 - August 2011
7 Consulting May 2000 - June 2002
Wachovia, A Wells Fargo Company October 1994 - May 2000
United Airlines June 1989 - October 1994
Skills
XML, ASP.NET, Microsoft Technologies, Scrum, Software Project..., Visual Studio, Project Management, JavaScript, SDLC, Databases, Microsoft SQL Server, C#, HTML, Enterprise Architecture, Software Engineering, Visio, VB.NET, Active Directory, SQL, Software Documentation, Software Development, Agile Project Management, XSLT, Requirements Gathering, Program Management, T-SQL, Business Analysis, Disaster Recovery, .NET, Agile Methodologies, Process Improvement, Windows Server, Network Administration, Web Services, IIS, Team Leadership, WCF, IT Strategy, IT Management, Windows, SSIS, Database Design, SOA
Education
Southern Methodist University
Jim Mannix's Wachovia, A Wells Fargo Company Experience August 2007 - March 2009
Job Managing Partner at MANNIX FINANCIAL PARTNERS
Industry Financial Services
Experience
MANNIX FINANCIAL PARTNERS March 2009 - Present
Wachovia, A Wells Fargo Company August 2007 - March 2009
IBM June 2001 - August 2007
Electronic Media Solutions June 1997 - August 2000
Skills
Strategic Financial..., Investments, Portfolio Management, Wealth Management, Risk Management, Insurance, Sales Management, New Business Development, Sales, Financial Analysis, Retirement Planning, Business Planning, Estate Planning, Securities, Employee Benefits, Asset Allocation, Life Insurance, Investment Management, Finance, Mutual Funds, Management, Retirement, Financial Advisory, Investment Advisory, Series 7, Fixed Annuities, Financial Services, Alternative Investments, Series 63, Investment Strategies, Asset Management, Relationship Management, Wealth, IRAs, Financial Planning
Education
University of Notre Dame - Mendoza College of Business 2000 — 2002
M.B.A., Finance
Siena College 1993 — 1997
Bachelor of Arts, Political Science
McQuaid Jesuit High School 1990 — 1993
MANNIX FINANCIAL PARTNERS March 2009 - Present
Wachovia, A Wells Fargo Company August 2007 - March 2009
IBM June 2001 - August 2007
Electronic Media Solutions June 1997 - August 2000
Skills
Strategic Financial..., Investments, Portfolio Management, Wealth Management, Risk Management, Insurance, Sales Management, New Business Development, Sales, Financial Analysis, Retirement Planning, Business Planning, Estate Planning, Securities, Employee Benefits, Asset Allocation, Life Insurance, Investment Management, Finance, Mutual Funds, Management, Retirement, Financial Advisory, Investment Advisory, Series 7, Fixed Annuities, Financial Services, Alternative Investments, Series 63, Investment Strategies, Asset Management, Relationship Management, Wealth, IRAs, Financial Planning
Education
University of Notre Dame - Mendoza College of Business 2000 — 2002
M.B.A., Finance
Siena College 1993 — 1997
Bachelor of Arts, Political Science
McQuaid Jesuit High School 1990 — 1993