Wachovia, A Wells Fargo Company

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Wachovia, A Wells Fargo Company Employees

Employee
Years
Job
Industry
Edward Hood Edward Hood Savannah, Georgia Area Details
Edward Hood's Wachovia, A Wells Fargo Company Experience November 2003 - September 2005
Job MBA Director and Lecturer
Industry Higher Education
Experience
Savannah State University  April 2014 - Present
South University  December 2012 - April 2014
University of Phoenix  January 2008 - December 2012
Woodlands Bank  January 2007 - January 2008
SunTrust Bank  June 2006 - January 2007
Low Country National Bank   September 2005 - June 2006
Wachovia, A Wells Fargo Company   November 2003 - September 2005

Skills
Finance, Student Affairs, Credit, Student Financial Aid, Loans, Campus, Staff Development, Leadership Development, Higher Education, Team Building, Academia, Customer Service, Admissions, Coaching, Microsoft Office, Enrollment Management, Adult Education, Student Recruiting, Management, Public Speaking, Budgets, Business Development, New Business Development, Program Management, Small Business, Commercial Lending, Process Scheduler, Underwriting, Team Leadership, Management Consulting, Strategy, Marketing, Strategic Planning, Leadership, CRM, Career Counseling, Sales, Event Planning, Nonprofits, Fundraising, Social Networking, Microsoft Excel, Student Development, Conflict Resolution, PowerPoint, Social Media

Education
Georgia Southern University   2009 — 2011
MBA, Business/Commerce, General

University of Georgia - Terry College of Business   1999 — 2003
BBA, Finance

Armstrong Atlantic State University   1998 — 1999
Pre-Pharmacy Studies

Samuel Shirley Samuel Shirley Miami/Fort Lauderdale Area Details
Samuel Shirley's Wachovia, A Wells Fargo Company Experience February 2003 - December 2006
Job Financial Professional Associate at Prudential Financial
Industry Financial Services
Experience
Prudential Financial  March 2014 - Present
Colonial Life  September 2013 - Present
Wells Fargo  September 2012 - August 2013
Bank of America  July 2011 - September 2012
HSBC  December 2006 - February 2011
Wachovia, A Wells Fargo Company   February 2003 - December 2006
Northwestern Mutual  January 2003 - December 2003

Skills
Banking, Financial Services, Sales, Loans, Finance, Leadership, Management, New Business Development, Commercial Banking, Business Development, Insurance, Sales Management, Strategy, Commercial Lending, Credit, Cold Calling, Relationship Management, CRM, Selling, Cross Selling, Cash Management, Small Business Lending, Coaching, Retail Banking, Bank Relationship..., Key Account Management, Asset Based Lending, Salesforce.com, B2B, Needs Analysis, Treasury Management, Team Building, Mentoring, Consultative Selling, Customer Relations, Small Business, Underwriting, Commercial Mortgages, Lines Of Credit, Consumer Lending, Retirement Planning, Mortgage Lending, Life Insurance, Disability Insurance, Variable Annuities, Investments

Education
University of Connecticut   1995 — 1999
Economics

Omar Montes Omar Montes Orlando, Florida Area Details
Omar Montes's Wachovia, A Wells Fargo Company Experience January 2010 - January 2011
Job Physician Account Executive at Quest Diagnostics
Industry Hospital & Health Care
Experience
Quest Diagnostics  February 2012 - Present
Almost Family, Inc.   January 2011 - January 2012
Wachovia, A Wells Fargo Company   January 2010 - January 2011
Pfizer  November 2006 - December 2010
Pfizer  2006 - 2009
Verizon Wireless  September 1999 - November 2006

Skills
Account Management, Advertising, Budgets, Business Planning, CRM, Coaching, Contract Negotiation, Fundraising, Forecasting, Lead Generation, Insurance, Management, Marketing Strategy, Negotiation, Pharmaceutical Sales, Public Relations, Public Speaking, Sales, Recruiting, Sales Operations, Selling, Social Networking, Strategic Planning, Training

Education
University of South Florida   2001 — 2005
BA

University of Florida   1999 — 2000
Communications

Chad A. Bunnell - The Tall Bald Guy Chad A. Bunnell - The Tall Bald Guy Jacksonville, Florida Area Details
Chad A. Bunnell - The Tall Bald Guy's Wachovia, A Wells Fargo Company Experience 2008 - 2009
Job Managing Partner at First Coast Advisory Group, LLC
Industry Financial Services
Experience
First Coast Advisory Group, LLC   May 2014 - Present
The RBC Financial Group   May 2014 - Present
First Allied Securities, Inc.   2014 - 2015
First Allied Securities, Inc.   2014 - 2015
First Allied Securities, Inc.   2014 - 2015
New York Life Insurance Company  April 2009 - March 2014
Wachovia, A Wells Fargo Company   2008 - 2009

Skills
Fixed Annuities, Retirement Planning, Long-term Care, Educational Consulting, Mutual Funds, Term Life Insurance, Whole Life, College Savings Plans, Universal Life, Variable Life, Guaranteed Lifetime..., Macro Analysis, Asset Protection, Executive Compensation..., Business Owner Planning, 401k Rollovers, Long Term Care Insurance, Disability Insurance, Life Insurance, 401k, Insurance, Retirement, Estate Planning, Small Business, IRAs

Education
University of Kentucky

University of Kentucky
Business Administration

Angie Kyle Angie Kyle Reno, Nevada Area Details
Angie Kyle's Wachovia, A Wells Fargo Company Experience 1995 - 2000
Job Senior Principal at TMK Capital Group, Inc.
Industry Capital Markets
Experience
TMK Capital Group, Inc.   May 2014 - Present
New York Life Insurance Company  July 2013 - Present
New York Life Insurance Company  June 2012 - June 2013
New York Life Insurance Company  January 2011 - December 2011
New York Life Insurance Company  July 2009 - December 2010
TIAA-CREF  April 2004 - June 2009
TIAA-CREF  March 2005 - October 2006
TIAA-CREF  April 2004 - February 2005
Bank of America  2000 - 2004
Wachovia, A Wells Fargo Company   1995 - 2000

Skills
Retirement, Fixed Annuities, Pensions, Marketing Management, Product Management, Wealth Management..., Marketing, Financial Services, Series 7, Mutual Funds, Series 63, Investments, Leadership, Strategy, Marketing Strategy, Insurance, Asset Managment, Retirement Planning, Wealth Management, Management, Portfolio Management, Strategic Financial..., IRAs, Sales, Life Insurance, Marketing Communications, Brand Management, Sales Operations, Asset Management, Finance

Education
University of Houston
BBA, Marketing

Robert Dwyer Robert Dwyer Greater Philadelphia Area Details
Robert Dwyer's Wachovia, A Wells Fargo Company Experience June 2001 - December 2008
Job Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank  January 2009 - Present
Wachovia, A Wells Fargo Company   June 2001 - December 2008
Wachovia, A Wells Fargo Company   January 1992 - May 2001
BNY Mellon  January 1990 - December 1991
BNY Mellon  January 1986 - December 1990
BNY Mellon  April 1984 - December 1985

Skills
Trade Finance, Underwriting, Banking, Consumer Lending, Credit Analysis, Mortgage Lending, Credit, Risk Management, Branch Banking, Vendor Management, Treasury Management, Portfolio Management, Cash Management, Commercial Banking, Payments, Loans, SDLC, Loan Origination, Strategy, Relationship Management, Financial Services, Finance, Investments, Commercial Lending, Investment Banking, Credit Risk, Program Management, Process Improvement, Business Strategy, Financial Risk, Business Analysis, Insurance, Business Development, Strategic Planning

Education
New York University - Leonard N. Stern School of Business   1978 — 1981
MBA, Finance

University of Connecticut   1971 — 1974
BS, Finance

Avon High School

Kathryn Martau Kathryn Martau Charlotte, North Carolina Area Details
Kathryn Martau's Wachovia, A Wells Fargo Company Experience April 2008 - January 2010
Job Financial Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo  May 2014 - Present
Wells Fargo  January 2010 - May 2014
Wachovia, A Wells Fargo Company   April 2008 - January 2010
Thompson Hine LLP  June 2007 - April 2008

Skills
Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Microsoft Excel, Strategic Financial..., Loans, Finance

Education
University of Dayton   2003 — 2007
BA, Finance

Joe Popkowski Joe Popkowski Columbia, South Carolina Area Details
Joe Popkowski's Wachovia, A Wells Fargo Company Experience May 2000 - August 2000
Job President at Livingston Insurance Agency
Industry Insurance
Experience
Livingston Insurance Agency  April 2012 - Present
Travelers  February 2011 - April 2012
Chartis Insurance  July 2005 - February 2011
Textron Financial Corporation  June 2004 - August 2004
Affiliated Computer Systems  May 2003 - August 2003
National Service Industries  May 2002 - August 2002
MCI  May 2001 - August 2001
Wachovia, A Wells Fargo Company   May 2000 - August 2000

Skills
Financial Analysis, Problem Solving, Credit Analysis, Insurance, Underwriting, Risk Management, Business Strategy, Strategic Planning, Negotiation, New Business Development, Microsoft Excel, Leadership, Property & Casualty..., Analysis, Financial Modeling

Education
Georgia Institute of Technology - Georgia Tech College of Management   2009 — 2012
MBA, Analytical Finance, 3.98

University of Georgia - Terry College of Business   2000 — 2005
BBA, Finance, Management

Peter Stravino Peter Stravino Tampa/St. Petersburg, Florida Area Details
Peter Stravino's Wachovia, A Wells Fargo Company Experience July 2008 - May 2009
Job
Industry Financial Services
Experience
Bloomin' Brands, Inc.   December 2014 - Present
Bloomin' Brands, Inc.   November 2012 - December 2014
Ernst & Young  May 2009 - November 2012
Wachovia, A Wells Fargo Company   July 2008 - May 2009
Morgan Stanley Smith Barney  July 2007 - August 2007

Skills
SEC filings, Sarbanes-Oxley Act, Auditing, Accounting, Internal Controls, Financial Reporting, GAAP, US GAAP, Financial Analysis, CPA, Financial Accounting, Assurance, Forecasting, Variance Analysis, Management, Financial Statements, Leadership, Finance, Consolidation, Financial Forecasting, External Audit, Sarbanes-Oxley, Big 4, Banking, Financial Modeling, Essbase, Strategic Financial..., Due Diligence, Financial Statement...

Education
University of Notre Dame - Mendoza College of Business   2009 — 2010
M.S., Accountancy

University of Florida - Warrington College Of Business   2004 — 2008
B.S.B.A, Finance, Entepreneurship

Julie Myers Bruun Julie Myers Bruun Greater San Diego Area Details
Julie Myers Bruun's Wachovia, A Wells Fargo Company Experience April 1985 - September 1995
Job There's No place [HomeStreet] Bank Are u having trouble winning offers?Let me explain how we can help you win!!
Industry Real Estate
Experience
HomeStreet Bank  May 2014 - Present
PHH Mortgage  June 2010 - May 2014
Coldwell Banker Home Loans  June 2010 - May 2014
Priority Financial Network  March 2009 - June 2010
Millennium Mortgage  January 2000 - February 2009
Wachovia, A Wells Fargo Company   April 1985 - September 1995

Skills
Mortgage Banking, Mortgage, FHA, Refinance, Investments, Residential Mortgages, Loan Origination, First Time Home Buyers, Loans, VA loans, Real Estate, Mortgage Underwriting, Mortgage Marketing, FHA financing, Investment Properties, USDA, Mortgage Lending, Sellers, Finance, Commercial Real Estate, Construction Loans, Condos, Residential Homes, Home Equity Loans, Real Estate Financing, Certified Mortgage..., REO, Government Loans, HUD, Single Family Homes, Foreclosures, Investors, Referrals, Short Sales, Real Estate Transactions, Real Estate Economics, Non-Conforming, Vacation Homes, Buyers, Credit, Reverse Mortgages, Jumbo Mortgage, New Home Sales, FHA Financing, VA Loans

Education
University of Georgia - Terry College of Business   1982 — 1985
BBA, Finance

University of West Georgia   1980 — 1982

Shawnette White, AVP Shawnette White, AVP Corona, California Details
Shawnette White, AVP's Wachovia, A Wells Fargo Company Experience October 2008 - May 2010
Job Assistant Vice President, Sr. Manager at US Bank
Industry Banking
Experience
US Bank  June 2010 - April 2015
Wachovia, A Wells Fargo Company   October 2008 - May 2010
US Bank  November 2006 - September 2008
Bank of America  March 1997 - December 2004

Skills
Loans, Banking, Retail Banking, Credit, Mortgage Lending, Consumer Lending, Small Business Lending, Credit Analysis, Cross Selling, Relationship Management, Loan Origination, Refinance, Lines Of Credit, Credit Cards, Customer Service, Sales Management, Operations Management, Sales, Investments, Commercial Banking, FHA, Finance, Branch Management, Commercial Lending, Branch Banking

Education
University of Redlands
Bachelor of Science, Business

University of Houston-Downtown   1995 — 1997

Eric Steiner Eric Steiner Lake Mary, Florida Details
Eric Steiner's Wachovia, A Wells Fargo Company Experience 2007 - October 2011
Job FHSAA Umpire
Industry Banking
Experience
FHSAA  January 2013 - Present
EverBank  July 2013 - March 2014
M&I Bank  October 2011 - September 2012
Wachovia, A Wells Fargo Company   2007 - October 2011
Wachovia, A Wells Fargo Company   2005 - 2006
Convergys  1989 - 2004

Skills
Credit, Financial Analysis, Risk Management, Banking, SDLC, Mortgage Lending, Business Analysis, Sales Management, Retail Banking, Credit Analysis, Real Estate Financing, Residential Mortgages, Jumbo Mortgage, Apple, Microsoft Office, Building Relationships, PC, MacBook Pro, Software Development, Sports Coaching, Fundraising, Mortgage Banking, Loans, Management, Loan Origination, Portfolio Management, Financial Services, CRM, FHA

Education
University of Florida   1980 — 1984
BS, Computer Science

Darlington High School   1974 — 1978
High School Diploma

Marc Galardy Marc Galardy Phoenix, Arizona Area Details
Marc Galardy's Wachovia, A Wells Fargo Company Experience March 2007 - May 2008
Job Recruiting Team Lead Finance & Accounting at ManpowerGroup
Industry Financial Services
Experience
ManpowerGroup/ Experis   January 2013 - Present
ManpowerGroup/ Experis   March 2011 - January 2013
Kaplan  April 2010 - July 2010
Johnson Controls  May 2008 - February 2009
Wachovia, A Wells Fargo Company   March 2007 - May 2008
Countrywide Financial Corporation  May 2006 - March 2007
Global Crossing  May 2005 - May 2006
Zep Manufacturing  July 2004 - March 2005
Sprint  June 2002 - July 2004
AR Staffing   December 1996 - July 2002

Skills
Finance, Human Resources, Recruiting, Interviews, Temporary Placement, Applicant Tracking..., Talent Acquisition, Benefits Negotiation, Internet Recruiting, Executive Search, College Recruiting, Technical Recruiting, Management, Onboarding, Contract Recruitment, Staffing Services, Screening Resumes, Sourcing, Career Counseling, Cold Calling, Building Relationships, Sales, Temporary Staffing, Resume Writing, Screening, Talent Management

Education
University of Illinois at Urbana-Champaign   1990 — 1994
B.A., Liberal Arts

Malana Cooper Malana Cooper Birmingham, Alabama Area Details
Malana Cooper's Wachovia, A Wells Fargo Company Experience August 2009 - August 2010
Job Financial Analyst at Protective Life
Industry Insurance
Experience
Protective Life  August 2012 - Present
Wachovia, A Wells Fargo Company   August 2009 - August 2010

Skills
Credit, Banking, Loans, Financial Analysis, Cash Management

Education
University of Houston-Clear Lake   2003 — 2007
B.S., Accounting

Stefanie Cutillo Stefanie Cutillo New York, New York Details
Stefanie Cutillo's Wachovia, A Wells Fargo Company Experience June 1986 - June 1998
Job Principal Consultant at Infosys Consulting, Inc.
Industry Banking
Experience
Infosys Consulting, Inc.   June 2015 - Present
Bank Solutions Group, LLC  January 2014 - May 2015
TRC Interactive  August 2011 - July 2013
STA Group  2013 - 2013
MultiFunding, LLC  April 2010 - November 2010
The Edcomm Group Banker's Academy  January 2003 - December 2009
Millennium Bank  November 1998 - September 2000
Wachovia, A Wells Fargo Company   June 1986 - June 1998

Skills
Banking, Marketing, Finance, Loans, Sales, Management, Team Management, Management Consulting, Strategy, Portfolio Management, Customer Service, Team Leadership, Leadership, New Business Development, Vendor Management, Product Management, Business Development, Training, CRM, Start-ups, Salesforce.com, Sales Management, Program Management, Executive Management, Financial Services, Consulting, Organizational..., Budgets, Risk Management, Call Centers, Retail Banking

Education
University of Delaware   1982 — 1986
BS, Economics

Molly Soong (Fink) Molly Soong (Fink) Portland, Oregon Details
Molly Soong (Fink)'s Wachovia, A Wells Fargo Company Experience March 2006 - October 2008
Job Insurance & Financial Services
Industry Insurance
Experience
Magnacorp   July 2011 - Present
SFG Employee Benefits   November 2008 - April 2011
Wachovia, A Wells Fargo Company   March 2006 - October 2008
Standard Insurance Company  August 2003 - October 2005

Education
University of Denver   1999 — 2003
Bachelor of Science, Business Administration

Chris Delap Chris Delap Charlotte, North Carolina Area Details
Chris Delap's Wachovia, A Wells Fargo Company Experience 2006 - 2009
Job Technology Relationship Manager Infrastructure Planner at Wells Fargo
Industry Management Consulting
Experience
Wells Fargo  January 2014 - Present
Bank of America  February 2013 - January 2014
Delap Consulting, Inc.   November 1995 - January 2014
Wells Fargo  July 2011 - January 2013
Wells Fargo  January 2010 - December 2010
Technology Project Mangement   1999 - 2010
Technology Project Mangement   1999 - 2010
Technology Project Mangement   1999 - 2010
Wachovia, A Wells Fargo Company   2006 - 2009
Southeastern Support Services   December 1988 - November 1995

Skills
Mainframe, Data Center, Program Management, z/OS, Operating Systems, PMP, Capacity Planning, Business Analysis, Business Intelligence, Disaster Recovery, Enterprise Architecture, Enterprise Software, Management, Networking, Process Improvement, Project Management, Project Planning, Requirements Analysis, Risk Management, Testing, Vendor Management

Education
University of Kentucky   1977 — 1983
Bachlor of Science, Computer Science

Brian M. Dial, CFP® Brian M. Dial, CFP® Kansas City, Missouri Area Details
Brian M. Dial, CFP®'s Wachovia, A Wells Fargo Company Experience January 2006 - July 2009
Job Sales Manager at SelectQuote Insurance Services, Financial Planner at D2 Capital
Industry Financial Services
Experience
SelectQuote Insurance Services  April 2012 - Present
D2 Capital Management   February 2012 - Present
Ken Zahn, Inc   January 2013 - November 2013
Florida Financial Group   December 2010 - December 2011
ProEquities, Bankers Life and Casualty   April 2010 - October 2010
Wachovia, A Wells Fargo Company   January 2006 - July 2009
Wachovia Bank  March 2005 - August 2005
Wachovia Bank  May 2004 - September 2004

Skills
Holistic Financial..., Asset Management, Insurance Planning, Estate Planning, Retirement Planning, Retirement Income..., Financial Planners, Series 63, Asset Managment, Financial Advisory, Series 7, Fixed Annuities, Retirement, Investments, Insurance, Finance, Series 6, Investment Advisory, Life Insurance, Management, Leadership, Financial Planning, Sales, Risk Management, Financial Services

Education
Education   2008 — 2010
CFP®, Finance

University of Florida   2001 — 2005
Business, Finance

Mark Planer Mark Planer Atlanta, Georgia Details
Mark Planer's Wachovia, A Wells Fargo Company Experience August 2006 - August 2007
Job Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo  January 2015 - Present
Wells Fargo  April 2012 - December 2014
Wells Fargo  March 2011 - April 2012
Wells Fargo  August 2007 - March 2011
Wachovia, A Wells Fargo Company   August 2006 - August 2007

Skills
Small Business Lending, Credit, Loans, Customer Service, Commercial Lending, Commercial Banking, Credit Analysis, Mortgage Lending, Retail Banking, Banking, Cross Selling, Treasury Management, Lines Of Credit, Consumer Lending, Underwriting

Education
University of Georgia - Terry College of Business   2000 — 2005
Economics, Economics, Finance

Lakeside High School

Cyniqua Simmons Cyniqua Simmons Dallas/Fort Worth Area Details
Cyniqua Simmons's Wachovia, A Wells Fargo Company Experience June 2005 - October 2008
Job BSA Supervisor at BB&T
Industry Financial Services
Experience
BB&T  2014 - Present
BB&T  April 2013 - November 2014
Capital One  June 2011 - September 2012
Capital One  October 2008 - June 2011
Wachovia, A Wells Fargo Company   June 2005 - October 2008

Skills
Customer Service, Financial Services, Sales, Loans, Banking, Retail Banking, Consumer Lending, Small Business Lending, Commercial Lending, Commercial Banking, Lines Of Credit, Loan Servicing, Microsoft Office, Team Building, Mortgage Lending, Credit

Education
Kaplan University   2014 — 2016
Master's degree, Finance, General

University of Houston-Downtown   2006 — 2010
Bachelors of Science, Criminal Justice

Reuben Ayoub Reuben Ayoub Atlanta, Georgia Details
Reuben Ayoub's Wachovia, A Wells Fargo Company Experience 1997 - 1998
Job Owner, TLC Rents
Industry Events Services
Experience
TLC Rents   November 1998 - Present
Wachovia, A Wells Fargo Company   1997 - 1998
Bank of America  1993 - 1997

Skills
Corporate Events, Event Management, Event Planning, Management, Marketing, Parties, Trade Shows, Wedding Planning, Budgets, Account Management, Hospitality, Galas, Social Media Marketing, Sponsorship, Weddings, Marketing Strategy

Education
University of Florida   1987 — 1992
Bachelors

John Stuckey John Stuckey United States Details
John Stuckey's Wachovia, A Wells Fargo Company Experience October 2007 - April 2009
Job Independent Sales, Management, Customer Service and Marketing Consultant
Industry
Experience
Independent Contractor( Sales and Marketing Cosultant)   January 2013 - Present
Garda  June 2011 - January 2013
Bank of America  August 2009 - September 2010
Wachovia, A Wells Fargo Company   October 2007 - April 2009
Enterprise Rent-A-Car  August 1999 - October 2007

Skills
Risk Management, Sales, Customer Service, Human Resources, Mortgage Lending, Microsoft Office, Marketing, Management, Account Management, Strategic Planning, Strategy, Team Leadership, Training

Education
University of Hartford   1991 — 1996
BA, Criminal Justice

AmyBeth Gilstrap AmyBeth Gilstrap San Francisco Bay Area Details
AmyBeth Gilstrap's Wachovia, A Wells Fargo Company Experience February 2009 - July 2009
Job Administrative Professional
Industry Public Relations and Communications
Experience
Tandy Leather Factory  July 2010 - October 2013
CoRE  September 2009 - June 2013
Wachovia, A Wells Fargo Company   February 2009 - July 2009
ESPERANZA SCHOOL   January 2007 - September 2008
ALL POINTS CONNECT, INC   April 2005 - May 2005
Insurance Field Sales Office   October 2004 - March 2005
TENNESSEE WILLIAMS/NEW ORLEANS LITERARY FESTIVAL   November 2003 - December 2004
LANDMARK THEATRE CORPORATION   May 1994 - July 2003
GUMBO SHOP, Inc.   January 1995 - January 1996

Skills
Customer Service, Marketing, Microsoft Office, Advertising, Microsoft Excel, Data Entry, Event Management, Public Relations, Retail, Management, Leadership, Recruiting, Training, Event Planning, Press Releases, Public Speaking, Social Media, Social Networking

Education
The University of Texas at Arlington   1990 — 1992
English, Theatre

University of Houston

FJ Tribuzio FJ Tribuzio Greater Atlanta Area Details
FJ Tribuzio's Wachovia, A Wells Fargo Company Experience May 2004 - February 2009
Job Vice President at SunTrust Bank
Industry Banking
Experience
SunTrust Bank  September 2013 - Present
SunTrust Bank  June 2011 - August 2013
Wells Fargo Bank  March 2009 - June 2011
Wachovia, A Wells Fargo Company   May 2004 - February 2009
Wells Fargo Financial  September 2003 - May 2004

Skills
Credit, Microsoft Excel, Financial Analysis, Finance, Credit Analysis, P&L Management, Credit Negotiations, Financial Statements, Financial Projection, Strategic Planning, Business Strategy, Project Management, Risk Management, Credit Risk, Loan Origination, Change Management, Presenter, Financial Modeling, Cash Flow Statements, Cash Flow Forecasting, Corporate Finance, Small Business Lending, Consumer Lending, Commercial Lending, Leadership, Investments, Commercial Banking, Banking, Accounting, Treasury Management, Cash Management, Lines Of Credit, Retail Banking, Mortgage Lending, CRM, Cross Selling, Relationship Management, Management, Loans, Portfolio Management, Sales, Analysis, Financial Services

Education
Georgia State University - J. Mack Robinson College of Business   2013 — 2016
Master of Business Administration (M.B.A.), Finance

University of Georgia - Terry College of Business   1999 — 2003
Bachelor's Degree, Finance

Diane (Krzywicki) Slatkin Diane (Krzywicki) Slatkin Washington D.C. Metro Area Details
Diane (Krzywicki) Slatkin's Wachovia, A Wells Fargo Company Experience 2007 - 2010
Job AVP Merchant Services Sales Advisor at Capital One
Industry Financial Services
Experience
Capital One  2012 - Present
Capital One  2010 - July 2012
Wachovia, A Wells Fargo Company   2007 - 2010

Skills
Credit, Loans, Small Business Lending, Finance, Small Business, Sales, Banking

Education
University of Florida

Marcus Pierre Marcus Pierre Greater Atlanta Area Details
Marcus Pierre's Wachovia, A Wells Fargo Company Experience August 2009 - June 2010
Job Fraud Specialist at Wells Fargo
Industry Banking
Experience
Wells Fargo  June 2010 - Present
Wachovia, A Wells Fargo Company   August 2009 - June 2010

Education
Univeristy of Florida   2000 — 2002
Sociology

University of Florida   2000 — 2002
Sociology

Dan Etkie Dan Etkie Boca Raton, Florida Details
Dan Etkie's Wachovia, A Wells Fargo Company Experience August 2006 - October 2008
Job Finance Process Manager, FP&A at Tyco
Industry Retail
Experience
Tyco  April 2015 - Present
Office Depot  October 2012 - April 2015
Office Depot  October 2010 - September 2012
Office Depot  July 2010 - October 2010
Wachovia, A Wells Fargo Company   August 2006 - October 2008

Skills
Forecasting, Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Finance, Process Improvement, Budgets, Accounting, Corporate Finance, Analysis, Microsoft Excel

Education
University of Florida - Warrington College Of Business   2009 — 2010
MBA

University of Florida - Warrington College of Business Administration   2002 — 2006
BSBA, Finance

Lester Smalls III Lester Smalls III Greater Philadelphia Area Details
Lester Smalls III's Wachovia, A Wells Fargo Company Experience January 2001 - April 2003
Job Banquet Captain at DiCosta Temps Inc
Industry Hospitality
Experience
DiCosta Temps Inc   September 2003 - Present
(Pollin/Miller Hospitality Strategies, Inc.)   October 2008 - December 2009
Elite Marketing Group  July 2009 - October 2009
Utage Japanese Restaurant   January 2008 - May 2008
Wachovia, A Wells Fargo Company   January 2001 - April 2003
Wilmington Trust Company  October 1998 - January 2000
Transamerica Life Company/   September 1987 - October 1998

Education
University of Delaware   1984 — 1991
ba, English Business & Technical Writing/Political Science

David Sisko David Sisko Charlotte, North Carolina Area Details
David Sisko's Wachovia, A Wells Fargo Company Experience December 1998 - December 1999
Job Partner
Industry Financial Services
Experience
Price Waterhouse Coopers  October 2010 - Present
Deloitte & Touche LLP  May 2007 - October 2010
Protiviti  February 2005 - May 2007
BenchMark Consulting International  1999 - 2005
Wachovia, A Wells Fargo Company   December 1998 - December 1999
Bank of America  June 1989 - December 1998

Education
University of Dayton   1984 — 1988
Bachelor of Science (BS), Business

Tom Ward Tom Ward Charlotte, North Carolina Area Details
Tom Ward's Wachovia, A Wells Fargo Company Experience August 1999 - July 2009
Job IT Architect at Belk
Industry Information Technology and Services
Experience
Belk  March 2015 - Present
Hewlett-Packard Enterprise  July 2013 - January 2015
Ally Financial Services via KForce Consulting   February 2013 - April 2013
Bank of America via Teksystems   September 2011 - February 2013
Wells Fargo Bank  March 2010 - November 2011
TIAA-CREF  July 2009 - March 2010
Wachovia, A Wells Fargo Company   August 1999 - July 2009
KoSa (a.k.a Trevira and Hoechst Celanese Corporation)   March 1987 - August 1999
Solvay Polymers Corporation   June 1981 - March 1987
E.I. DuPont de Nemours and Company   July 1979 - May 1981

Skills
Solution Architecture, Data Center, Cloud Computing, Virtualization, Enterprise Architecture, Mobile Applications, Process Engineering, Supply Chain Management, Distributed Systems, Portfolio Management, Project Management, Security, Asset Managment, Process Modeling, CRM, E-commerce, Program Management, Business Analysis, SOA, IT Strategy, Business Requirements, Leadership, Infrastructure, SDLC, Visio, Management, VMware, SharePoint, Vendor Management, Databases, Integration, Requirements Analysis, Strategy, Disaster Recovery, Software Documentation, Software Development, Cross-functional Team..., Enterprise Software, IT Management, Information Security, Project Portfolio..., PMP, Business Intelligence, System Deployment, Software Project..., Business Process, PMO, ITIL, Governance, Information Technology

Education
Xavier University - Williams College of Business   1989 — 1991
MBA, Exceutive MBA in Management

University of Delaware   1975 — 1979
BS, Chemical Engineering

Lisa McCain Lisa McCain Naples, Florida Area Details
Lisa McCain's Wachovia, A Wells Fargo Company Experience 1996 - 1996
Job VP, Asset Liability Manager & Budgeting and Financial Planning Manager at Florida Community Bank
Industry Banking
Experience
Florida Community Bank  January 2012 - Present
Capital Bank  2007 - January 2012
Florida Heritage Communities, LLC   2005 - 2007
Fifth Third Bank  2002 - 2005
Orion Bank  2000 - 2002
LaSalle Bank  1998 - 2000
Northern Trust  1996 - 1998
Wachovia, A Wells Fargo Company   1996 - 1996

Skills
Budgeting/Strategic..., Financial Analysis, ALM, Cash Flow, Budgeting, Treasury Management, Liquidity Management, Financial Reporting, Risk Management, Liquidity, Interest Rate Risk..., Forecasting, Finance, Credit Risk, Budgets, Banking, Financial Modeling, Commercial Banking, Credit, Loans

Education
University of Florida   1990 — 1994
BS, Food and Resource Economics

Chad Disch Chad Disch Houston, Texas Area Details
Chad Disch's Wachovia, A Wells Fargo Company Experience October 2001 - October 2007
Job Market President at Frost
Industry Banking
Experience
Frost Bank  November 2013 - Present
Houston Community College  August 1996 - Present
NewFirst National Bank  February 2013 - October 2013
Trustmark National Bank  October 2007 - February 2013
Wachovia, A Wells Fargo Company   October 2001 - October 2007
JPMorgan Chase  May 1987 - October 2001

Skills
Commercial Banking, Commercial Lending, Finance, Loans, Credit, Small Business Lending, Financial Services, Banking, Portfolio Management, Financial Analysis, Credit Analysis, Mortgage Lending

Education
University of Houston-Clear Lake   1992 — 1996
MBA, Business Management

University of Houston-Clear Lake   1984 — 1987
BS, Finance

Arne Brennan, M.S. Arne Brennan, M.S. Houston, Texas Area Details
Arne Brennan, M.S.'s Wachovia, A Wells Fargo Company Experience March 2008 - April 2010
Job Vice President Senior Business Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo  October 2014 - Present
Whitney Bank  April 2011 - October 2014
University of Houston  June 2010 - May 2013
Wachovia - A Wells Fargo Company  March 2008 - April 2010
First Data Corporation  September 2004 - March 2008

Skills
Turn Around Management, Business Process Design, Business Process..., Cross-functional Team..., Regional Management, Process Improvement, Program Management, Project Planning, PMP, Construction Management, MS Project, Visio, Financial Analysis, Credit Analysis, Management, Microsoft Excel, Project Management, Banking, New Business Development, Managerial Finance, Risk Management, Analysis, Leadership, Sales Management, Budgets, Relationship Management, Portfolio Management, Finance, Strategic Planning, Business Development, Training, Sales, Team Leadership, Business Intelligence, Coaching, Loans, Commercial Banking, Credit Risk, Financial Services, Cash Management, Accounting, Commercial Lending, Credit, Financial Risk, Partmaker CAM Software, Strategy, CRM

Education
University of Houston   2011 — 2013
Master of Science (M.S.), Construction / Project Management, 3.882 GPA

University of Houston   2010 — 2011
Post Graduate Professional Certificate, Construction / Project Management, 4.0

University of Houston   1988 — 1992
Bachelor of Business Administration (BBA), Business Economics, Operations Management

Terri Heaton Terri Heaton Greater Atlanta Area Details
Terri Heaton's Wachovia, A Wells Fargo Company Experience June 2004 - July 2006
Job Branch Manager at PNC
Industry Banking
Experience
PNC  May 2015 - Present
SunTrust Bank  July 2006 - April 2015
Wachovia, A Wells Fargo Company   June 2004 - July 2006
Bank of America  January 1988 - June 2004

Skills
Commercial Lending, Management, Banking, Commercial Banking, Customer Service, Lines Of Credit, Team Building, Sales, Small Business, Leadership, Small Business Lending

Education
University of Georgia - Terry College of Business
Marketing

Dr. Alina Ruta Dr. Alina Ruta Tampa, Florida Details
Dr. Alina Ruta's Wachovia, A Wells Fargo Company Experience March 2008 - July 2009
Job Director Production at Co. Confidential
Industry Medical Devices
Experience
Co. Confidential   August 2012 - Present
Celestar Corporation  March 2010 - July 2012
Davron Staffing   August 2009 - January 2010
Wachovia, A Wells Fargo Company   March 2008 - July 2009
Access International Real Estate, Inc.   July 2005 - February 2008
RE/MAX  January 2004 - July 2005
Esprix Technologies   June 2002 - January 2004
International Paper  October 1998 - June 2001
3M  March 1991 - December 1992

Skills
Commercialization, Technology Transfer, Strategic Partnerships, Market Development, Leadership, Business Development, Management, Key Account Management, New Business Development, Strategic Alliances, Strategy, International Business..., Product Development, International Sales, Marketing, Account Management, Proposal Writing, International Business, Contract Negotiation, Global Alliances, Partner Development, Market Entry, Government, Alliance Formation, Strategic Relationships, Cross-functional Team..., R

Education
University of Florida   1993 — 1998
Ph.D., Chemical/ Biomedical Engineering

University of Minnesota-Twin Cities   1989 — 1993
B.S., Chemical Engineering

Chris Griggs Chris Griggs Charlotte, North Carolina Area Details
Chris Griggs's Wachovia, A Wells Fargo Company Experience 2004 - 2007
Job Entrepreneur | Franchise Owner
Industry Construction
Experience
Griggs Commercial Enterprises, Inc. Storm Guard Charlotte East   March 2015 - Present
Capital One  November 2012 - August 2014
Capital One  September 2011 - November 2012
Bank of America  September 2008 - August 2011
Bank of America  2007 - 2008
Wachovia, A Wells Fargo Company   2004 - 2007
Air Products  June 1996 - July 2001

Skills
Strategy, Banking, Management, Business Development, Strategic Planning, Customer Experience, Payments, Executive Presentations, Revenue Growth..., Reducing Operating Costs, Market Analysis, Net Promoter Score, Financial Modeling, Mobile Payments, Credit Cards, Analysis, Retail Banking, Mergers & Acquisitions, Strategic Problem..., Retail Bank Operations, Payment Industry, Presentation Development, Call Center, Treasury Services, Customer Service..., IVR, Strategic Leadership, Thought Leadership, Leadership Development, Strategic Thinking, Cross-functional Team..., Analytics, Business Analysis, Project Management, Forecasting, Training, Leadership, Strategic Insights, Problem Solving

Education
University of Georgia - Terry College of Business   2001 — 2003
MBA, Operations, Marketing, Entrepreneurship

Virginia Polytechnic Institute and State University   1992 — 1996
B.S., Chemical Engineering

Robert Hankins Robert Hankins Greater Atlanta Area Details
Robert Hankins's Wachovia, A Wells Fargo Company Experience May 1988 - June 2001
Job Senior Vice President at PNC
Industry Financial Services
Experience
PNC  April 2013 - Present
BB&T  October 2009 - March 2013
American Trust Bank  February 2008 - February 2009
BB&T  July 2001 - July 2006
Wachovia, A Wells Fargo Company   May 1988 - June 2001

Skills
Commercial Lending, Loans, Commercial Banking, Asset Based Lending, Mortgage Lending, Lines Of Credit, Structured Finance, Small Business Lending, Banking, Credit Analysis, Underwriting, Credit, Retail Banking, Financial Analysis, Portfolio Management, Cash Management, Consumer Lending

Education
University of Georgia - Terry College of Business   1983 — 1987
BBA, Corporate Finance

Blythe Libert Blythe Libert Gainesville, Florida Details
Blythe Libert's Wachovia, A Wells Fargo Company Experience June 2004 - July 2010
Job sales at Capital City
Industry Banking
Experience
Capital City  August 2010 - Present
Wachovia, A Wells Fargo Company   June 2004 - July 2010
SouthTrust Bank  December 1983 - June 2004

Skills
Customer Service, Business Development, Problem Solving, Communication Skills, Sales, Management, Customer Satisfaction, Financial Analysis, Account Management, Team Building, Analysis, Time Management, Process Improvement, Mentoring Of Staff

Education
University of Florida   1976 — 1980
Bachelor of Arts, Political Science

Kartik Panchal Kartik Panchal Houston, Texas Area Details
Kartik Panchal's Wachovia, A Wells Fargo Company Experience January 2007 - March 2011
Job PMP ®, MCP, Senior Technology Consultant at Bayer Technology Services
Industry Information Technology and Services
Experience
Fujitsu  November 2012 - Present
Bayer  November 2012 - Present
Cognizant Technology Solutions  March 2011 - November 2012
XL Global Services  March 2011 - November 2012
Wachovia, A Wells Fargo Company   January 2007 - March 2011
Infosys  July 2006 - March 2011
JP Morgan Chase  July 2006 - January 2007
L&T Infotech  July 2005 - April 2006

Skills
Web Services, SharePoint, .NET, LINQ, Entity Framework, ASP.NET MVC, C# 4.0, Silverlight, WCF, Microsoft SQL Server, Quality Center, WCF Services, WinForms, Lambda Expressions, Custom Web Parts, SharePoint 2010, Silverlight 4.0, C# .net 4.0, MVC, Microsoft Office..., SOA, ESRI, ArcGIS, Salesforce.com, Salesforce Training, Salesforce Administrator, Data Visualization, Business Intelligence, Business Intelligence..., Dundas, Nintex, C#, ASP.NET, SDLC, Oracle, Databases, SSRS, Business Analysis, SQL, Requirements Analysis, XML, Software Project..., Agile Methodologies

Education
Thadomal Shahani Engineering College   2003 — 2006
Bachelors, Computers

Sardar Patel Polytechnic   2000 — 2003
Diploma of Computer Engineering, Computers, Physics, Electronics

University of Houston-Clear Lake
Master of Business Administration (MBA), Finance, General

David Southcott David Southcott Tampa/St. Petersburg, Florida Area Details
David Southcott's Wachovia, A Wells Fargo Company Experience June 2004 - April 2009
Job VP/ Global Technology
Industry Financial Services
Experience
JPMorgan Chase - Global Technology  December 2014 - Present
JPMorgan Chase  June 2013 - Present
Chase Home Finance  January 2012 - June 2013
JPMorgan Chase  January 2011 - January 2012
JPMorgan Chase  June 2009 - January 2011
Wachovia, A Wells Fargo Company   June 2004 - April 2009
Washington Mutual Finance  December 2002 - March 2004

Skills
Risk Management, Loans, Business Analysis, Credit, Financial Services, Mortgage Lending, Mortgage Banking, Banking, Portfolio Management, Process Improvement, Credit Analysis, Credit Risk, Finance, Financial Analysis, Financial Risk, Relationship Management, Underwriting

Education
University of Florida
Bachelor of Science

Tyler Niermann Tyler Niermann Tampa/St. Petersburg, Florida Area Details
Tyler Niermann's Wachovia, A Wells Fargo Company Experience June 2007 - October 2009
Job Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo  August 2014 - Present
Wells Fargo  December 2011 - August 2014
Wells Fargo  July 2011 - December 2011
Wells Fargo  October 2009 - July 2011
Wachovia, A Wells Fargo Company   June 2007 - October 2009

Skills
Credit Analysis, Treasury Management, Commercial Lending

Education
University of Florida - Warrington College of Business Administration   2009 — 2010
MBA, Finance

University of Florida - Warrington College of Business Administration   2001 — 2005
Business Administration

Valerie Magoun Valerie Magoun Greensboro/Winston-Salem, North Carolina Area Details
Valerie Magoun's Wachovia, A Wells Fargo Company Experience 2007 - 2010
Job Training and Organizational Development Professional
Industry Financial Services
Experience
Wachovia, A Wells Fargo Company   2007 - 2010
Wachovia, A Wells Fargo Company   2006 - 2007
Legg Mason  2001 - 2005
Legg Mason  1997 - 2001

Skills
Organizational..., Training, Strategy, Leadership, Operations Management, Management, Investments, Policy, Budgets

Education
University of Connecticut   1987 — 1990
B.S., Apparel Technology; Retail Merchandising and Management

Missty (Missty Gluck) Blaine Missty (Missty Gluck) Blaine Greater New York City Area Details
Missty (Missty Gluck) Blaine's Wachovia, A Wells Fargo Company Experience May 2001 - October 2009
Job Financial Advisor, Wealth Management Advisor, Financial Planning Advisor, Financial Services Advisor Recruiter
Industry Financial Services
Experience
Allied Wealth Partners  October 2009 - Present
Wachovia, A Wells Fargo Company   May 2001 - October 2009
AFLAC  2003 - 2004

Skills
Onboarding, College Recruiting, Insurance, Financial Planning, Wealth Management, Sourcing, Sales Pipeline..., Pipeline Development, Experienced Advisor..., Strategic Financial..., Securities, Leadership, Recruiting, Employee Benefits, Investments, Series 63, Strategic Planning, Series 7, Sales, Financial Analysis, Training, Small Business, Finance, Financial Services, Sales Management, Risk Management, Succession Planning, Financial Advisory, Fixed Annuities

Education
University of Florida   1996 — 2000
BA, History

Wesley Worthington Wesley Worthington Savannah, Georgia Area Details
Wesley Worthington's Wachovia, A Wells Fargo Company Experience October 2003 - April 2007
Job High School Weightlifting Teacher, Football Coach at Benedictine Military School
Industry Education Management
Experience
Benedictine Military School  November 2010 - Present
Ashord Advisors, Inc.   July 2009 - July 2010
Bank of America  May 2007 - April 2009
Wachovia, A Wells Fargo Company   October 2003 - April 2007

Skills
Coaching, Public Speaking, Teaching, Team Building, Finance, Leadership, Investments, Time Management, Program Management

Education
University of Florida   1997 — 2001
Business Administration, Finance Major and Economics Minor

Bill Rosenberg Bill Rosenberg Greater Atlanta Area Details
Bill Rosenberg's Wachovia, A Wells Fargo Company Experience 1999 - 2005
Job Project Manager at Stephen Gould Corporation
Industry Packaging and Containers
Experience
Stephen Gould Corporation  December 2012 - Present
Southern Business Research, Inc.   January 2012 - December 2012
March of Dimes  March 2009 - March 2010
Ameriprise Financial  December 2008 - November 2009
Wachovia, A Wells Fargo Company   1999 - 2005

Skills
Estate Planning, Retirement Planning, Investment Management, Succession Planning, Strategic Financial..., Insurance, Fundraising, Strategic Planning, Employee Benefits, Public Speaking, Budgets, Financial Analysis, Strategic Partnerships, Small Business, Account Management, Real Estate, Management, Process Improvement, Strategy, Management Consulting, New Business Development, Marketing, Team Building, Sales, Wealth Management, Business Development, Financial Planners

Education
University of Georgia - Terry College of Business   1989 — 1994
Bachelor of Business Administration (BBA), Risk Management & International Business

Cannon Financial Institute
Trust Administration

Institute of Financial Planning
CFP®, Financial Planning

Brian Goldman Brian Goldman Gainesville, Florida Details
Brian Goldman's Wachovia, A Wells Fargo Company Experience March 2006 - December 2008
Job Branch Manager, VP at Brand Mortgage
Industry Real Estate
Experience
brand mortgage  September 2015 - Present
Chris Doering Mortgage/ResMac   January 2010 - September 2015
PHH Mortgage  December 2008 - December 2009
Wachovia, A Wells Fargo Company   March 2006 - December 2008

Skills
Real Estate, Sales Management, First Time Home Buyers, USDA, Mortgage Lending, Residential Mortgages, FHA, Mortgage Banking, Mortgage Marketing, FHA financing, Government Loans, Loan Origination, Construction Loans, Debt Management, Credit Analysis, Production Managment, Sales, Sales Presentations, Sales Prospecting, Sales Process..., Sales Motivation, Multi Tasking, Task Management, Personal Development, Personnel Management, Personal Finance, Sales Process, Real Estate Transactions, Real Estate Financing, Relocation Buyers, Buyer Education, Refinance, Certified Mortgage..., Loans, Reverse Mortgages, Sellers, Underwriting

Education
University of Florida
B.S., Sports Management, Business Management, Event Management

Colby Gardner Colby Gardner Johnston, Iowa Details
Colby Gardner's Wachovia, A Wells Fargo Company Experience July 2010 - December 2010
Job Mortgage Banker at Gershman Mortgage 138063
Industry Financial Services
Experience
Gershman Mortgage  June 2015 - Present
Guaranteed Rate  May 2014 - June 2015
Wells Fargo Bank  December 2010 - May 2014
Wachovia, A Wells Fargo Company   July 2010 - December 2010
Wells Fargo Financial  December 2006 - July 2010

Skills
Loans, Consumer Lending, Mortgage Banking, Mortgage Lending, Loan Origination, Refinance, Investment Properties, FHA, VA loans, FHA financing, Credit, Credit Analysis, Commercial Lending, Residential Mortgages, USDA, VA Loans, FHA Financing

Education
University of Kentucky   2003 — 2006
Marketing, Management, Business

Moulton-Udell Community Schools

Jason Voss Jason Voss Greater Chicago Area Details
Jason Voss's Wachovia, A Wells Fargo Company Experience January 2006 - June 2007
Job Principal Engineer, Big Data
Industry Information Technology and Services
Experience
Allstate  May 2015 - Present
Tribune Direct  June 2014 - Present
Tribune Direct  August 2013 - June 2014
Tribune Direct  January 2011 - August 2013
MC+A  July 2010 - December 2010
SXC Health Solutions  February 2008 - February 2009
Northern Trust  June 2007 - February 2008
Wachovia, A Wells Fargo Company   January 2006 - June 2007
Hewitt Associates  January 2004 - December 2005

Skills
SQL, Databases, Microsoft SQL Server, Business Analysis, Data Analysis, SAS, SharePoint, Microsoft Excel, Data Warehousing, ASP.NET, Java, Project Management, Business Intelligence, Microsoft Office, PowerPoint, Big Data, NoSQL, Hadoop, Hive, Sqoop, HBase

Education
University of Illinois at Chicago   2009 — 2010
Master of Science (M.S.), Management Information Systems, 3.6

University of Notre Dame   1999 — 2003

Scott Phillips Scott Phillips Tampa/St. Petersburg, Florida Area Details
Scott Phillips's Wachovia, A Wells Fargo Company Experience 2008 - 2009
Job Vice President at Redstone Investments
Industry Venture Capital & Private Equity
Experience
Redstone Investments  July 2015 - Present
Highmark Real Estate, LLC   July 2012 - Present
RCH Capital, LLC   January 2009 - December 2014
RCH Capital, LLC   January 2009 - July 2010
Wachovia, A Wells Fargo Company   2008 - 2009

Skills
Asset Management, Commercial Real Estate, Real Estate, Real Estate Investment, Portfolio Management, Finance, Real Estate Economics, Investment Properties, Property Management, Mergers & Acquisitions, Asset Managment, Loans, Credit, Financial Analysis, Real Estate Transactions, Real Estate Finance, Underwriting, Mortgage Lending, REO

Education
University of Florida - Warrington College Of Business
BSBA, Finance, Entrepreneurship, 3.9

Jeff Wyke Jeff Wyke Chicago, Illinois Details
Jeff Wyke's Wachovia, A Wells Fargo Company Experience October 2002 - March 2008
Job Credit Manager PNC
Industry Banking
Experience
PNC  March 2008 - Present
Wachovia, A Wells Fargo Company   October 2002 - March 2008
Bank of America  November 1999 - August 2002
PNC  May 1997 - September 1999

Skills
Credit Analysis, Commercial Banking, Credit, Credit Risk, Commercial Lending, Loans, Underwriting, Banking, Portfolio Management, Middle Market, Private Banking, Wealth Management, Risk Management, Corporate Finance, Financial Risk

Education
The Pennsylvania State University   1995 — 1997
Master of Business Administration, Finance

University of Dayton   1990 — 1994
Bachelor of Science, Pre-Medicine, Psychology

Ardy Farokhirad Ardy Farokhirad Orange County, California Area Details
Ardy Farokhirad's Wachovia, A Wells Fargo Company Experience September 1993 - January 2010
Job Regional President at CommerceWest Bank
Industry Financial Services
Experience
CommerceWest Bank  July 2014 - January 2015
Fiamma Inc.   February 2010 - July 2014
Wachovia  January 2007 - January 2010
Wachovia, A Wells Fargo Company   September 1993 - January 2010
Bank Of America  January 2005 - 2007

Skills
Lines Of Credit, Commercial Mortgages, FHA, Private Banking, Cash Management, Financial Services, Loan Origination, Risk Management, Credit Risk, Series 7, Underwriting, Treasury Services, Retail Banking, Series 63, Wealth Management

Education
MBA   1998 — 2000
Marketing, Business Finance

University of La Verne   1990 — 1992
BS, Business Administration

Sherri Myers Sherri Myers Miami, Florida Details
Sherri Myers's Wachovia, A Wells Fargo Company Experience October 2001 - June 2006
Job Membership Director, Coral Reef Yacht Club
Industry Hospitality
Experience
Coral Reef Yacht Club  December 2010 - Present
FirstAtlantic Bank, Jacksonville, FL   August 2007 - August 2008
Wachovia, A Wells Fargo Company   October 2001 - June 2006
Bank of America  September 1998 - June 1999
Barnett Bank  December 1994 - August 1998

Skills
Commercial Lending, Credit, Commercial Banking, Marketing, Sales, Banking, Microsoft Excel, Sales Management, Marketing Communications, New Business Development, Social Media Marketing, Social Networking, Negotiation, Event Planning, Fundraising, Nonprofits, Strategic Planning, Business Development, Budgets, Training, Event Management, Leadership, Hospitality, Marketing Strategy, Management, Account Management, Business Planning, Customer Satisfaction, Small Business, Team Building, Customer Service

Education
University of Florida
BSBA, Business

Meek Morgan Meek Morgan Raleigh-Durham, North Carolina Area Details
Meek Morgan's Wachovia, A Wells Fargo Company Experience September 2010 - May 2012
Job StartUp Business Development Consultant
Industry Marketing and Advertising
Experience
M.A.R.S. Marketing Development Group, LLC.   November 2009 - Present
Wachovia, A Wells Fargo Company   September 2010 - May 2012
The Evolution of U   August 2009 - September 2011
WSVN CHANNEL 7  October 2008 - September 2010

Skills
Social Media, Video Editing, Video Production, Editing, Social Media Marketing, Public Relations, Video, Final Cut Pro, Event Planning, Marketing, Public Speaking, Event Management, Entertainment, PowerPoint, Online Advertising, Photoshop, Spanish, Broadcast, Microsoft Office, Marketing Strategy, Blogging, Press Releases, Integrated Marketing, Newsletters

Education
University of Florida   2004 — 2008
Bachelor of Science in Telecommunication Operations, Communications, Business, Education

Bartow McDonald IV Bartow McDonald IV Ocala, Florida Area Details
Bartow McDonald IV's Wachovia, A Wells Fargo Company Experience June 2007 - December 2008
Job Managing Director, Sperry Van Ness
Industry Commercial Real Estate
Experience
Reciprocal Ministries International  September 2013 - Present
Ocala EDC Marion County   2007 - Present
Sperry Van Ness  September 2006 - Present
Ocala/Marion County Chamber of Commerce  September 2009 - 2012
RBC Bank  2008 - 2009
Central Florida Comercial Association of Realtors   2006 - 2009
Wachovia, A Wells Fargo Company   June 2007 - December 2008
Cope Properties   July 2005 - February 2006
BlueWire, Inc.   May 2004 - July 2005
StoreParts LLC   November 1999 - March 2004

Skills
Real Estate Investment, Deal Structuring, Commercial Real Estate, Disposition, Valuation, Small Business, Mergers & Acquisitions, Tenant Representation, Leadership, REO, Tenant, Investments, Acquisitions, Start-ups, Contract Negotiation, Brokerage, Marketing, Real Estate Economics, Real Estate Development, Real Estate, Investors, Strategy, Negotiation, Portfolio Management, Real Estate Transactions, Due Diligence, Leases, Management, Investment Properties, Land Acquisition, Mergers, Corporate Real Estate

Education
University of Florida   1998 — 2000
MBA, Journalism

Shivani Dave Shivani Dave San Francisco Bay Area Details
Shivani Dave's Wachovia, A Wells Fargo Company Experience May 2008 - August 2008
Job Manager, Corporate Development at Paladina Health
Industry Hospital & Health Care
Experience
Paladina Health  February 2015 - Present
DaVita Kidney Care  November 2012 - February 2015
DaVita Kidney Care  January 2012 - November 2012
Johnson & Johnson  April 2010 - October 2011
Regan Communications  May 2009 - August 2009
Wachovia, A Wells Fargo Company   May 2008 - August 2008

Skills
Financial Modeling, Finance, Due Diligence, Financial Analysis, Marketing Strategy, B2B Marketing Strategy, Mergers & Acquisitions, Marketing, Golf, Forecasting, Statistical Data..., Financial Reporting, Bowling, Product Marketing, Corporate Finance, Product Development, Data Analysis, Strategy, Analysis, Management

Education
University of Illinois at Urbana-Champaign - College of Business   2005 — 2009
Bachelor's Degree, Finance, Marketing

Rohini Sud Rohini Sud Greater New York City Area Details
Rohini Sud's Wachovia, A Wells Fargo Company Experience June 2004 - May 2008
Job Senior Brand Manager at The Hain Celestial Group
Industry Marketing and Advertising
Experience
The Hain Celestial Group  July 2014 - Present
The Hain Celestial Group  January 2012 - June 2014
Revlon  June 2010 - January 2012
Cole Haan  June 2009 - August 2009
Wachovia, A Wells Fargo Company   June 2004 - May 2008

Skills
Competitive Analysis, Strategic Planning, Marketing Strategy, Market Research, Cross-functional Team..., Marketing, Marketing Research, Product Development, Advertising, Business Development, Pricing, Retail, Management, Analysis

Education
New York University - Leonard N. Stern School of Business   2008 — 2010
MBA, Marketing, Strategy, Finance

University of Georgia - Terry College of Business   2000 — 2004
BA, Banking and Finance

Jessica Gratz Jessica Gratz Greater Philadelphia Area Details
Jessica Gratz's Wachovia, A Wells Fargo Company Experience April 2002 - June 2009
Job Asset Manager
Industry Financial Services
Experience
TransFirst Merchant Services  Asset ManagerBayview Loan Servicing, LLCOctober 2012 - August 2014
Citizens Bank  October 2010 - May 2012
Wachovia, A Wells Fargo Company   April 2002 - June 2009

Skills
Mortgage Lending, Credit, Consumer Lending, Retirement Planning, Small Business Lending, Health Insurance, Retail Banking, Loss Mitigation, Wealth Management..., Sales, Customer Retention

Education
University of Delaware   1994 — 1998
BA, English Journalism

Arch Bishop Carroll H.S.   1990 — 1994

Caitlin Perrelli Caitlin Perrelli Greater New York City Area Details
Caitlin Perrelli's Wachovia, A Wells Fargo Company Experience November 2011 - January 2013
Job .
Industry Financial Services
Experience
FactSet  June 2015 - Present
First Niagara Bank  November 2013 - Present
Webster Bank  January 2013 - November 2013
Wachovia, A Wells Fargo Company   November 2011 - January 2013

Skills
Banking, Loans, Credit, Retail Banking, Commercial Banking, Cross Selling, Cash Management, Customer Service, Deposits, Financial Services, Supervisory Skills, Employee Training

Education
University of Hartford   2006 — 2010
Bachelor of Arts, Communications, Journalism

Alison Scofield Alison Scofield Hibbing, Minnesota Details
Alison Scofield's Wachovia, A Wells Fargo Company Experience August 2006 - July 2007
Job Executive Assistant at Essar Steel Minnesota
Industry Individual & Family Services
Experience
Essar Steel Minnesota, LLC   May 2013 - Present
Essar  August 2012 - May 2013
Disability Specialist, Inc   February 2010 - August 2012
Perrella & Associates   October 2009 - June 2010
Citizens National Bank of Greater St. Louis  July 2007 - July 2009
Wachovia, A Wells Fargo Company   August 2006 - July 2007

Skills
Loans, Credit, Banking, Mortgage Banking, Deposits, Retail Banking, Commercial Lending, Commercial Banking, Cross Selling, Financial Analysis, Consumer Lending, Small Business Lending, Loan Origination, Financial Services, Microsoft Office, Customer Service, Training, Communication, Microsoft Excel, Leadership

Education
University of Florida   2002 — 2006
Bachelor of Arts, English

Santaluces Community High School   1998 — 2002

Pam Lysett Pam Lysett Greater Atlanta Area Details
Pam Lysett's Wachovia, A Wells Fargo Company Experience January 2000 - October 2002
Job Project Management Professional
Industry Financial Services
Experience
SunTrust Bank  April 2011 - Present
Wachovia, A Wells Fargo Company   January 2000 - October 2002
Wachovia, A Wells Fargo Company   April 1995 - December 1999
Wachovia, A Wells Fargo Company   January 1990 - March 1995
Wachovia, A Wells Fargo Company   September 1987 - December 1989
Wachovia, A Wells Fargo Company   June 1986 - August 1987
Wachovia, A Wells Fargo Company   August 1984 - May 1986

Skills
Commercial Banking, Banking, Credit, Leadership, Management

Education
University of Georgia - Terry College of Business
BBA, Banking and Finance

Abraham Baldwin Agricultural College
AS, Business Administration

Allison (Verblow) Burkholder Allison (Verblow) Burkholder Chicago, Illinois Details
Allison (Verblow) Burkholder's Wachovia, A Wells Fargo Company Experience May 2007 - July 2007
Job Mortgage Trading Associate at Guaranteed Rate
Industry Capital Markets
Experience
Guaranteed Rate  November 2012 - Present
Taylor, Bean & Whitaker   July 2009 - August 2009
University of Florida  August 2007 - May 2009
Countrywide/Bank of America  June 2008 - July 2008
Wachovia, A Wells Fargo Company   May 2007 - July 2007

Skills
Finance, Microsoft Excel, Credit, Loans, Sales, Credit Risk, Leadership Development, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Data Analysis, Research, Social Media, Capital Markets, Financial Modeling, Entrepreneurship

Education
University of Florida   2008 — 2009
Masters of Science in Finance, Finance, General

University of Florida - Warrington College Of Business   2005 — 2008
Bachelor of Science in Business Administration, Finance, Finance, General

Malaca Instituto

Christine Phillips Christine Phillips Tampa/St. Petersburg, Florida Area Details
Christine Phillips's Wachovia, A Wells Fargo Company Experience August 1987 - May 2008
Job Private Banker at J.P. Morgan
Industry Investment Management
Experience
J. P. Morgan Private Bank   December 2010 - Present
Lydian Bank & Trust   June 2008 - December 2010
Wachovia, A Wells Fargo Company   August 1987 - May 2008

Skills
Investment Advisory, Investments, Financial Planning, Insurance, Wealth Management, Asset Allocation, Portfolio Management, Strategic Financial..., Series 63, Wealth Management..., Private Banking, Asset Management

Education
University of Florida   1983 — 1987
Bachelor of Science (BS)

Middletown High School South

Hakim Surmon Hakim Surmon Greater New York City Area Details
Hakim Surmon's Wachovia, A Wells Fargo Company Experience April 2007 - April 2010
Job Assistant Branch ManagerSales at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase  April 2015 - Present
JPMorgan Chase  October 2011 - Present
Bank of America  May 2010 - June 2011
Wachovia, A Wells Fargo Company   April 2007 - April 2010
IKON Office Solutions  January 2006 - April 2007
Cisco/MarketStar   January 2005 - January 2006
AT&T  December 2003 - January 2005
IBM  July 2001 - October 2003
International Business Machines  January 1999 - July 2001
International Business Machines  May 1997 - January 1999

Education
University of Connecticut   1991 — 1996
Bachelors of Science, Sociology

Staples High School   1986 — 1990

Kharis Quaintance Kharis Quaintance Jacksonville, Florida Area Details
Kharis Quaintance's Wachovia, A Wells Fargo Company Experience September 1999 - January 2003
Job KhaJem LLC, Area Executive
Industry Financial Services
Experience
Omega Psi Phi Fraternity, Inc.   2010 - Present
Jacksonville 100 Blackmen   2008 - Present
KhaJem LLC   April 2007 - Present
SPAR Council   2009 - 2010
SPAR Council   2009 - 2009
AmSouth Bank  January 2003 - April 2006
BBVA Compass  January 2003 - December 2003
Wachovia, A Wells Fargo Company   September 1999 - January 2003

Education
University of Florida   1991 — 1995
BSBA, Marketing, Economics

Sam Chorlton Sam Chorlton Greater Philadelphia Area Details
Sam Chorlton's Wachovia, A Wells Fargo Company Experience June 2008 - October 2008
Job Underwriter at New Penn Financial, LLC
Industry Financial Services
Experience
New Penn Financial, LLC  April 2013 - Present
Capital One  September 2010 - April 2013
Capital One  September 2009 - September 2010
Superior Mortgage  February 2009 - August 2009
Wachovia, A Wells Fargo Company   June 2008 - October 2008
JPMorgan Chase  June 2005 - May 2008
JPMorgan Chase  April 2004 - June 2005
JPMorgan Chase  July 2000 - April 2004

Skills
Excel, PowerPoint, Word, Cognos, Due Diligence, Underwriting, Risk Management, Wholesale Sales, Business Relationship..., Team Leadership, Decision Making, Customer Service, High Volume Production, Account Growth, Pricing Negotiation, Stock Trading, Microsoft Excel, Credit Analysis, Residential Mortgages

Education
University of Delaware
B.S., Business Administration

St. Elizabeth's High School

Bridget Inklebarger Bridget Inklebarger Charlotte, North Carolina Details
Bridget Inklebarger's Wachovia, A Wells Fargo Company Experience June 2007 - November 2009
Job Senior Transactions Analyst at Jones Lang LaSalle
Industry Real Estate
Experience
Jones Lang LaSalle  May 2013 - Present
Realty Trust Group LLC  November 2009 - January 2013
Wachovia, A Wells Fargo Company   June 2007 - November 2009

Skills
Financial Modeling, Business Valuation, Due Diligence, Real Estate Economics, Valuation, Financial Analysis, Financial Reporting, Real Estate

Education
University of Georgia - Terry College of Business   2003 — 2007
Business, Finance

Will Goodnight Will Goodnight Charlotte, North Carolina Area Details
Will Goodnight's Wachovia, A Wells Fargo Company Experience September 1999 - June 2002
Job Market Risk Management at Wells Fargo
Industry Banking
Experience
Wells Fargo  September 2007 - Present
FedEx Services  July 2004 - September 2007
Wachovia, A Wells Fargo Company   September 1999 - June 2002

Education
University of Georgia - Terry College of Business   2002 — 2004
MBA

University of Virginia   1991 — 1995
BA

Phillip A. Spence Phillip A. Spence United States Details
Phillip A. Spence's Wachovia, A Wells Fargo Company Experience May 2008 - August 2009
Job Donor Services Representative at Vanguard Charitable
Industry Nonprofit Organization Management
Experience
Vanguard Charitable  November 2012 - Present
Pi Lambda Phi Fraternity  September 2009 - June 2012
Wachovia, A Wells Fargo Company   May 2008 - August 2009
Uber Promotions   May 2007 - May 2009

Skills
Leadership Development, Recruiting, Project Management, Public Speaking, Training, Mentoring, Event Planning, Program Development, Community Outreach, Volunteer Management, Non-profits, Leadership

Education
University of Florida   2005 — 2009
Economics, Business, Spanish

William R. Boone High School   2001 — 2005

Andrew Castillo Andrew Castillo Orange County, California Area Details
Andrew Castillo's Wachovia, A Wells Fargo Company Experience May 2007 - April 2010
Job Trust Associate at First Foundation Bank
Industry Banking
Experience
First Foundation Inc.  March 2012 - Present
Comerica Bank  November 2010 - March 2012
Wells Fargo Bank  April 2010 - November 2010
Wachovia, A Wells Fargo Company   May 2007 - April 2010
Wells Fargo  July 2006 - May 2007

Education
California State University Dominguez Hills   2010 — 2012
MBA, Finance

University of Hawaii at Manoa   2003 — 2006
Business Administration, Management

Sierra Kluson Sierra Kluson New York, New York Details
Sierra Kluson's Wachovia, A Wells Fargo Company Experience May 2010 - August 2010
Job Housekeeping Manager at Hilton Worldwide
Industry Hospitality
Experience
Hilton Worldwide  November 2014 - Present
Hilton Worldwide  March 2013 - October 2014
Hilton Worldwide  September 2012 - March 2013
Walt Disney World  August 2011 - January 2012
Hilton Worldwide  May 2011 - July 2011
Lily Pad   March 2011 - July 2011
Wachovia, A Wells Fargo Company   May 2010 - August 2010
Gap Inc./Old Navy   May 2009 - August 2010
Walgreens  August 2006 - August 2007

Skills
Microsoft Office, Customer Service, Travel, Hospitality, Communication, Time Management, Sustainability, Tourism, Management, Customer Satisfaction, OnQ, Food & Beverage, Hospitality Management, Front Office

Education
University of Florida   2007 — 2011
Bachelor of Science in Recreation, Parks and Tourism, Specialization in Tourism and Hospitality Management

Kevin Koss Kevin Koss Sarasota, Florida Area Details
Kevin Koss's Wachovia, A Wells Fargo Company Experience May 2007 - June 2008
Job Financial Services and FixedIncome Professional
Industry Financial Services
Experience
Global Financial Private Capital, LLC  April 2011 - Present
Angie Brewer & Associates   October 2009 - July 2010
Franklin Templeton Investments  June 2008 - October 2009
Wachovia, A Wells Fargo Company   May 2007 - June 2008

Skills
Analysis, Business Analysis, Project Management

Education
CFA Candidate - Level II

University of Florida
Bachelor of Arts, Economics

Michael Mack, MBA, CTP, CRC Michael Mack, MBA, CTP, CRC Tampa/St. Petersburg, Florida Area Details
Michael Mack, MBA, CTP, CRC's Wachovia, A Wells Fargo Company Experience 2009 - 2010
Job
Industry Financial Services
Experience
SunTrust Bank  2012 - Present
Wachovia, A Wells Fargo Company   2009 - 2010
First State Bank  February 2007 - September 2009
Suntrust Bank  2005 - 2007

Skills
Commercial Banking, Commercial Lending, Loans, Finance, Investments, Mezzanine, Factoring, Private Equity, Credit, Banking, Small Business Lending, Asset Based Lending, Cash Flow, Lines Of Credit, Credit Analysis, Commercial Mortgages, Structured Finance, Loan Origination

Education
University of South Florida
MBA, Advanced Finance

University of Florida - Warrington College of Business Administration
BSBA, Finance

Eric J Santos Eric J Santos Houston, Texas Area Details
Eric J Santos's Wachovia, A Wells Fargo Company Experience October 2005 - December 2007
Job General Manager / Manager of Business Development
Industry Oil & Energy
Experience
Enerteq Solutions Inc   August 2014 - Present
Capital One Bank  November 2007 - August 2014
Wachovia, A Wells Fargo Company   October 2005 - December 2007
Wachovia Bank  October 2006 - November 2007
Sonitrol Security  June 2005 - June 2006
mci  2005 - 2006
SBC Smart Yellow Pages (SBC)   January 2003 - June 2005
Southwestern Bell YP   2003 - 2005
VoiceStream Wireless  January 1998 - January 2002

Skills
Sales, Training, Management, Business Development, Marketing, New Business Development, Sales Management, Project Management, Advertising, Consumer Lending, Cold Calling, Setting Appointments, Account Management, Business Strategy, Marketing Strategy, Customer Service, Microsoft Office, Petroleum, Negotiation, Contract Negotiation, Energy, Supervisory Skills, Leadership, Strategic Planning

Education
University of Houston   1998 — 2003
business

University of Houston   1998 — 2003
business

University of Houston   1998 — 2003

Tige Chiesa Tige Chiesa Charlotte, North Carolina Area Details
Tige Chiesa's Wachovia, A Wells Fargo Company Experience December 2001 - April 2009
Job Project Manager at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company   December 2001 - April 2009
LP Specialty Products   December 1997 - June 2001
Alcoa Building Products  February 1990 - December 1997

Education
University of Evansville   1980 — 1987
BS, Finance

Andy Gabso Andy Gabso Charlotte, North Carolina Area Details
Andy Gabso's Wachovia, A Wells Fargo Company Experience June 2003 - December 2008
Job Risk Analytics Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  March 2011 - Present
Wells Fargo  January 2009 - February 2011
Wachovia, A Wells Fargo Company   June 2003 - December 2008

Skills
SAS, Consumer Lending, Credit Risk, Credit, Financial Risk, Analytics, Banking, Commercial Lending, Credit Analysis, Financial Analysis, Financial Modeling, Loans, Mortgage Lending, Portfolio Management, Risk Management

Education
University of Florida   2002 — 2003
Masters of Science, Decision Information Sciences

University of Florida   1998 — 2002
BS, Decision Information Sciences

Agha Akmal Agha Akmal Charlotte, North Carolina Area Details
Agha Akmal's Wachovia, A Wells Fargo Company Experience March 2008 - February 2009
Job Test Lead Web Services at WellsFargo Advisors
Industry Computer Software
Experience
WellsFargo Advisors   May 2010 - Present
Bank of America  April 2009 - May 2010
Wachovia, A Wells Fargo Company   March 2008 - February 2009
Lowe's Home Improvement  June 2007 - March 2008
Wachovia, A Wells Fargo Company   March 2003 - June 2007
MERCK-MEDCO HEALTH SOLUTIONS   June 2002 - February 2003
MCKINSEY & COMPANY  August 2000 - May 2002
MERRILL LYNCH  August 1999 - July 2000
JANSSEN PHARMACEUTICA  September 1998 - July 1999
COMPUTER ASSOCIATES  September 1996 - August 1998

Education
University of Houston
BS, Electrical Engineering

Debbie Wells Debbie Wells Charlotte, North Carolina Area Details
Debbie Wells's Wachovia, A Wells Fargo Company Experience October 2009 - March 2010
Job Requirements Analyst Nuclear Asset Suite, Supply Chain at Duke Energy Corporation
Industry Information Technology and Services
Experience
Duke Energy Corporation  October 2012 - Present
Ally Financial Inc.  September 2011 - October 2012
Bank of America  May 2011 - September 2011
Duke Energy Corporation  February 2011 - May 2011
Bank of America  April 2010 - January 2011
Wachovia, A Wells Fargo Company   October 2009 - March 2010
Bank of America  June 2009 - October 2009
Premier, Inc.   July 2008 - January 2009
TIAA-CREF  October 2007 - July 2008
Premier, Inc.   June 2007 - October 2007

Skills
Business Analysis, SDLC, Agile Methodologies, Business Process, SharePoint, Requirements Gathering, Testing, User Acceptance Testing, Integration, Software Project..., Software Documentation, Analysis, Quality Assurance, Oracle, Databases, Business Requirements

Education
University of Kentucky
Bachelor of Science, Textiles, Apparel and Merchandising

Joy Brown Joy Brown Columbia, South Carolina Area Details
Joy Brown's Wachovia, A Wells Fargo Company Experience April 2007 - May 2009
Job IT Recruiter at FGP Technology
Industry Human Resources
Experience
FGP Technology  September 2015 - Present
Unitrends  August 2013 - August 2015
Revolution Technologies  March 2013 - August 2013
Randstad Corporate Services  August 2012 - March 2013
Experis IT  October 2010 - June 2012
COMSYS  July 2009 - October 2010
Wachovia, A Wells Fargo Company   April 2007 - May 2009
New Concepts and Marketing, Inc.   July 2006 - December 2006
University of Kentucky  January 2003 - December 2003
Duke Investments   August 1998 - August 2002

Skills
Applicant Tracking..., Internet Recruiting, Technical Recruiting, Recruiting, Talent Acquisition, Interviews, Human Resources, Talent Management, Sourcing

Education
University of Kentucky   2002 — 2005

Jill Pritchard Jill Pritchard Charlotte, North Carolina Details
Jill Pritchard's Wachovia, A Wells Fargo Company Experience February 2008 - March 2009
Job Finance Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo  January 2011 - Present
Wells Fargo  September 2009 - January 2011
Sonic Automotive  March 2009 - September 2009
Wachovia, A Wells Fargo Company   February 2008 - March 2009
Wachovia, A Wells Fargo Company   June 2006 - February 2008

Skills
Accounting, Financial Analysis, Financial Modeling, Banking, Finance, Financial Reporting, Financial Accounting

Education
Queens University of Charlotte   2010 — 2013
Master of Business Administration (MBA)

University of Florida   2003 — 2006
BSBA, Finance

Steve Halleck Steve Halleck Charleston, South Carolina Area Details
Steve Halleck's Wachovia, A Wells Fargo Company Experience 1982 - 1989
Job SVP Business Operations at Blackbaud
Industry Financial Services
Experience
Blackbaud  March 2014 - Present
Fiserv  July 2010 - February 2014
Fiserv  January 1990 - June 2010
Wachovia, A Wells Fargo Company   1982 - 1989

Skills
Vendor Management, SDLC, Electronic Payments, Process Improvement, Business Analysis, Requirements Gathering, Banking, Agile Methodologies, Software Project..., Requirements Analysis, PMO, Product Management, IT Strategy, Business Process..., Enterprise Architecture, Program Management, Management

Education
University of Georgia - Terry College of Business   1977 — 1981
Bachelor of Business Administration (BBA), Management Information Systems

Phillip Hooks, CFA Phillip Hooks, CFA Orlando, Florida Area Details
Phillip Hooks, CFA's Wachovia, A Wells Fargo Company Experience June 2003 - March 2005
Job Vice President Tax Exempt Research
Industry Investment Banking
Experience
Investment Management Firm  October 2009 - Present
Evergreen Investments  March 2005 - October 2009
Wachovia, A Wells Fargo Company   June 2003 - March 2005

Skills
Portfolio Management, Fixed Income, Financial Analysis, Financial Risk, Hedge Funds, Bonds, Internal Audit, Credit, Mutual Funds, Bloomberg, Financial Modeling, Economics, Research, Internal Controls, Capital Markets, Asset Management, Valuation, Credit Analysis, Risk, Investments, Wealth Management, Securities, Credit Risk, Excel, Analysis, Municipal, Problem Solving, Critical Thinking, Independent Thinking, Skilled Multi-tasker, Humorist, Social Justice, Cocktails, Human Performance, Art History, Archaeology, Lipid Metabolism, Metabolic Syndrome, Wine, Wine Tasting, Presentations, Cooking, BBQ, People Skills, Ancient History, Paleontology, Android, Mobile Technology

Education
University of Florida   1999 — 2003
BS, Finance

University of Florida - Warrington College Of Business   1999 — 2003
BS, Finance

Meredith McGough Meredith McGough Charlotte, North Carolina Area Details
Meredith McGough's Wachovia, A Wells Fargo Company Experience August 1998 - October 2009
Job Director, Process Improvement Talent Acquisition
Industry Entertainment
Experience
Time Warner Cable  November 2009 - Present
Wachovia, A Wells Fargo Company   August 1998 - October 2009

Education
University of Florida   1993 — 1998

Andrew Walther Andrew Walther Tampa/St. Petersburg, Florida Area Details
Andrew Walther's Wachovia, A Wells Fargo Company Experience September 2006 - July 2011
Job Private Banker
Industry Banking
Experience
Wells Fargo  July 2015 - Present
Wells Fargo  January 2014 - June 2015
Wells Fargo  July 2011 - January 2014
Wachovia, A Wells Fargo Company   September 2006 - July 2011

Skills
Credit, Small Business Lending, Consumer Lending, Investments, Retirement Planning, Strategic Financial..., Series 63, Relationship Management, Private Banking, Series 6, Retirement, Series 7

Education
University of Florida   2002 — 2006

Hope Hipskind Hope Hipskind Fremont, California Details
Hope Hipskind's Wachovia, A Wells Fargo Company Experience August 2007 - March 2010
Job Operations Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo  June 2013 - Present
Wells Fargo Bank  December 2011 - Present
Wells Fargo Bank  April 2010 - Present
Wachovia, A Wells Fargo Company   August 2007 - March 2010
Wachovia  July 2005 - July 2007
World Savings  1984 - July 2007
World Savings  1982 - 1984
World Savings  October 1980 - March 1982

Skills
Management, Purchasing, Procurement, Human Resources, Microsoft Excel, Business Analysis, Access, Microsoft Word, Portfolio Management, Marketing Strategy, Telecommunications, Product Marketing, Business Process..., Forecasting, Cross-functional Team...

Education
University of Hawaii at Manoa

Lewis Kranick Lewis Kranick Greater Chicago Area Details
Lewis Kranick's Wachovia, A Wells Fargo Company Experience June 2010 - December 2012
Job Partner at Steeplechase, LLC
Industry Financial Services
Experience
Steeplechase, LLC   April 2012 - Present
Water Tower Capital, LLC   May 2014 - August 2015
Keyser Associates   April 2012 - May 2014
Wachovia, A Wells Fargo Company   June 2010 - December 2012
Wachovia  May 2008 - June 2010
LaSalle Bank N.A.   2005 - 2008

Skills
Asset Based Lending, Commercial Lending, Credit Analysis, Middle Market, Financial Analysis, Credit, Financial Modeling, Loans, Commercial Banking, Underwriting, Finance, Banking, Valuation, Portfolio Management, Lines Of Credit, Strategic Financial..., Due Diligence, Risk Management, Forecasting, Capital Markets

Education
University of Florida - Warrington College of Business Administration   2009 — 2010
Masters, Business

University of Wisconsin-Milwaukee - School of Business Administration   1999 — 2002
Bachelor of Science (B.S.), Accounting

Juliet Schroeder Pesce Juliet Schroeder Pesce San Francisco Bay Area Details
Juliet Schroeder Pesce's Wachovia, A Wells Fargo Company Experience November 2009 - Present
Job REO Asset Manager: Short Sale Division
Industry Banking
Experience
Wachovia, A Wells Fargo Company   November 2009 - Present
Wachovia, A Wells Fargo Company   May 2008 - November 2009
Wachovia, A Wells Fargo Company   May 2007 - May 2008
World Savings Bank/Wachovia   February 2005 - May 2006
World Savings/Wachovia  April 2003 - February 2005
Qwest Communications  June 2002 - March 2003
Applied Theory, formerly CRL Network Services   August 1999 - March 2002

Skills
Mortgage Lending, Leadership, Sales Management, Underwriting, Management, Selling, Foreclosures, Loans, Marketing, REO, Negotiation, Coaching, Training, Project Management, Investment Properties, Customer Service, Real Estate, Sales, Short Sales, Investments, Mortgage Underwriting, First Time Home Buyers, Residential Homes

Education
University of Dayton   1995 — 1999

Carondelet   1991 — 1995

Jill Ralph Jill Ralph Orlando, Florida Area Details
Jill Ralph's Wachovia, A Wells Fargo Company Experience 1988 - Present
Job Mortgage Consultant/AVP at Wachovia Mortgage Corporation
Industry Real Estate
Experience
Wachovia Mortgage Corporation  Mortgage ConsultantWells Fargo1988 - Present
Wells Fargo  1988 - Present
Wachovia, A Wells Fargo Company   1988 - Present

Education
University of Florida   1984 — 1986

Margaret Shultis, MSA Margaret Shultis, MSA Jacksonville, Florida Area Details
Margaret Shultis, MSA's Wachovia, A Wells Fargo Company Experience May 2008 - December 2009
Job Accountant at Airline Transport Professionals
Industry Accounting
Experience
Airline Transport Professionals  November 2014 - Present
Operations Consultant  January 2011 - Present
Jacksonville Country Day School  February 2010 - May 2010
Wachovia, A Wells Fargo Company   May 2008 - December 2009
Trustmark National Bank  November 2006 - August 2007
City & Police Federal Credit Union   September 2004 - August 2006
Embassy Suites Piscataway   1998 - 1999

Skills
Customer Service, Accounting, Credit, Problem Solving, Banking, Leadership, Finance, Management Consulting, Time Management, Budgets, Coaching

Education
University of Phoenix   2008 — 2009
MSA, Accounting

University of Denver   1994 — 1998
B.S.B.A., Hotel, Motel, and Restaurant Management

Morristown-Beard   1992 — 1994

FHCDS   1984 — 1991

Bob Haught Bob Haught Parkersburg, West Virginia Area Details
Bob Haught's Wachovia, A Wells Fargo Company Experience January 2005 - March 2007
Job Vice President of Development at Haught Energy Corporation
Industry Oil & Energy
Experience
Haught Energy Corporation   March 2013 - Present
Top Drilling Corporation   September 2008 - Present
Whittle Corporation   September 2008 - Present
Davis Construction Services   March 2007 - September 2008
Wachovia, A Wells Fargo Company   January 2005 - March 2007
Stallion Homes   November 2004 - October 2006
Edwin Watts Golf  January 2003 - October 2004

Skills
Budgets, Financial Analysis, Sales Management, Marketing, Negotiation, Team Leadership, Process Scheduler, Microsoft Word, Microsoft Office, Strategic Planning, Contract Negotiation, Sales, Loans, Management, New Business Development, Residential Homes

Education
University of Florida - Warrington College Of Business   1998 — 2002
Bachelor of Science (BS), Business Administration, Management and Operations

Jesuit High School   1995 — 1998

Mike Giasone Mike Giasone Sarasota, Florida Area Details
Mike Giasone's Wachovia, A Wells Fargo Company Experience May 2005 - August 2007
Job VP, Commercial Lending at Stearns Bank
Industry Banking
Experience
Stearns Bank  November 2009 - Present
SunTrust Bank  August 2007 - June 2009
Wachovia, A Wells Fargo Company   May 2005 - August 2007
352 Media Group  January 2003 - December 2004

Skills
Commercial Lending

Education
University of Florida

Dayna Shamlin Dayna Shamlin Greater Philadelphia Area Details
Dayna Shamlin's Wachovia, A Wells Fargo Company Experience 2000 - 2003
Job Recruiting and Program Manager, VP at Citi
Industry Financial Services
Experience
Citi  June 2010 - Present
JP Morgan Chase  2007 - May 2010
JP Morgan Chase  2005 - 2007
JP Morgan Chase  2003 - 2005
Wachovia, A Wells Fargo Company   2000 - 2003
Beach Advertising  1999 - 1999

Education
University of Delaware - Lerner College of Business and Economics
Bachelor of Science, Marketing

Leslie Singsank Leslie Singsank United States Details
Leslie Singsank's Wachovia, A Wells Fargo Company Experience April 1997 - Present
Job Sourcing Consultant at Wachovia
Industry Banking
Experience
Wachovia, A Wells Fargo Company   April 1997 - Present
Ameritech  1995 - 1997

Education
Western Illinois University   1992 — 1995
Bachelors, Communications

University of Iowa
Business

Dan Bartok Dan Bartok Charlotte, North Carolina Area Details
Dan Bartok's Wachovia, A Wells Fargo Company Experience October 2008 - January 2010
Job Executive Vice President at Wells Fargo
Industry Real Estate
Experience
Wells Fargo  January 2010 - Present
Wachovia, A Wells Fargo Company   October 2008 - January 2010
Clarion Realty, Inc.   September 1989 - September 2008
Corporetum Development Company   April 1986 - October 1988
KPMG  December 1983 - March 1986
Roadrunner Homes Corporation   August 1982 - November 1983
ND Resources, Inc   November 1980 - July 1982
Price Waterhouse  July 1978 - October 1980

Skills
Financial Analysis, Loans, Real Estate, Real Estate Economics, CPA, Commercial Real Estate, Finance, Due Diligence, Management, Real Estate Development, Contract Negotiation, Real Estate Transactions

Education
University of Illinois at Urbana-Champaign   1974 — 1978
BS, Accountancy

Rich Fayko Rich Fayko Charlotte, North Carolina Area Details
Rich Fayko's Wachovia, A Wells Fargo Company Experience 2007 - 2009
Job Lead Developer at Credit Suisse First Boston
Industry Computer Software
Experience
Credit Suisse First Boston  June 2009 - Present
Wachovia / Wells Fargo  2007 - Present
Wachovia  2007 - Present
RaaD/S, inc   February 1997 - Present
RaaD/S, Inc.   February 1997 - Present
Venture Group  2013 - 2015
Wachovia, A Wells Fargo Company   2007 - 2009

Education
University of Florida   1979 — 1982
BSNE, Nuclear Engineering, Software Development

Ashley Thurn, MS, OTR/L Ashley Thurn, MS, OTR/L Vero Beach, Florida Details
Ashley Thurn, MS, OTR/L's Wachovia, A Wells Fargo Company Experience May 2007 - August 2007
Job Occupational Therapist at HealthSouth
Industry Hospital & Health Care
Experience
HealthSouth  November 2012 - Present
A.T. Health Services, LLC   January 2011 - Present
Lighthouse International Child Development Center   November 2010 - October 2012
Making Milestones  April 2010 - September 2011
Healthsouth Treasure Coast Rehabilitation Hospital   2009 - April 2010
HealthSouth Valley of the Sun   May 2009 - July 2009
Child & Family Consultants, Inc.   February 2009 - February 2009
Shands at UF  September 2008 - September 2008
Shands Rehab   August 2007 - December 2007
Wachovia, A Wells Fargo Company   May 2007 - August 2007

Skills
Public Speaking, Customer Service, Healthcare, Hospitals, Traumatic Brain Injury, Pediatrics, Treatment, Rehabilitation, Occupational Therapy, Home Care, Orthopedic, Team Building

Education
University of Florida   2008 — 2009
Masters, Occupational Therapy

University of Florida   2003 — 2008
Bachelors, Health Science

Sue Orsini Sue Orsini Greater New York City Area Details
Sue Orsini's Wachovia, A Wells Fargo Company Experience 1992 - 2007
Job Quality Control Analyst at Webster Bank
Industry Banking
Experience
Webster Bank  August 2007 - Present
Wachovia  2000 - 2007
Wachovia, A Wells Fargo Company   1992 - 2007
Centerbank  1992 - 2000

Education
University of Connecticut   1985 — 1989

Brandon White, CIC, CRM Brandon White, CIC, CRM Louisville, Kentucky Details
Brandon White, CIC, CRM's Wachovia, A Wells Fargo Company Experience June 2005 - March 2007
Job Advisor to Leading Organizations
Industry Professional Training & Coaching
Experience
InCite Performance Group   October 2011 - Present
The Ambassador Group   September 2011 - Present
Learning Rx - Louisville   October 2010 - Present
Seven Counties Services  March 2011 - May 2013
Seven Counties Services  March 2009 - May 2013
Insuramax Risk Services   April 2008 - October 2011
USI Insurance Services  March 2007 - March 2008
Wachovia, A Wells Fargo Company   June 2005 - March 2007
Federated Insurance  November 2002 - June 2005

Skills
Insurance, Workers Compensation, Commercial Insurance, Employee Benefits, Professional Liability, Property & Casualty..., Risk Management, Public Speaking, Strategic Planning, Team Building, Brokers, Legal Liability, Underwriting, Coaching, Health Insurance, Leadership, New Business Development, Policy, Executive Management, Program Management, Process Improvement, Training, Management Consulting, Leadership Development, Budgets, Small Business, Liability, Sales, Umbrella Insurance, Casualty, Management, Enterprise Risk..., General Insurance, Captives, Reinsurance, Analysis, Financial Risk, Finance, Casualty Insurance, Anger Management, Buddhism, Jin Shin Jyutsu, Jump Rope, Old English, Organized Crime, Puppets, Workplace Violence

Education
University of Kentucky   1997 — 2002
BA, Integrated Strategic Communications

John Pacek John Pacek Jacksonville, Florida Area Details
John Pacek's Wachovia, A Wells Fargo Company Experience January 2002 - December 2008
Job AVP; Application Systems Engineer at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo Bank  January 2009 - Present
Wachovia, A Wells Fargo Company   January 2002 - December 2008
First Union National Bank  1988 - 2002
Independent Life   1983 - 1988
Compu South   1980 - 1982

Skills
Mainframe Applications, COBOL, DB2/SQL, Mainframe, JCL, CICS, Requirements Gathering, Systems Analysis, Visio, SDLC

Education
University of Florida - Warrington College of Business Administration   1974 — 1978
BSBA, Marketing

Eric Mango Eric Mango Washington, District Of Columbia Details
Eric Mango's Wachovia, A Wells Fargo Company Experience June 2010 - June 2011
Job Financial Aid Counselor at The Catholic University of America
Industry Higher Education
Experience
The Catholic University of America  June 2014 - Present
New York University  April 2013 - May 2014
Caldwell College  July 2011 - April 2013
Wachovia, A Wells Fargo Company   June 2010 - June 2011
Harris Bank  October 2007 - August 2010
Countrywide  April 2005 - August 2007

Skills
Customer Service, Student Financial Aid, Banking, Higher Education, Credit, Loans, Coaching, Nonprofits, Microsoft Excel, Microsoft Office, Student Counseling, PeopleSoft, Strategic Planning, Student Loans, Investments, Loan Origination, Financial Aid..., ImageNow, Google Apps, Leadership, Public Speaking, Adobe Acrobat, Google Docs, PowerFaids, Verification, Private Student Loan..., Federal Student Loan..., ELM, Adobe Professional, Topaz

Education
University of Indianapolis - School of Business
Bachelors, Business Management

Carey Ellison Carey Ellison Charlotte, North Carolina Area Details
Carey Ellison's Wachovia, A Wells Fargo Company Experience April 2009 - April 2012
Job ALM Risk Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo  April 2015 - Present
Wells Fargo  May 2012 - April 2015
Wachovia, A Wells Fargo Company   April 2009 - April 2012
Wachovia, A Wells Fargo Company   February 2009 - March 2009
Wachovia, A Wells Fargo Company   August 2008 - February 2009
Wachovia, A Wells Fargo Company   February 2008 - July 2008
Wachovia, A Wells Fargo Company   July 2007 - January 2008

Education
University of Florida - Warrington College Of Business   2003 — 2007
BSBA, Finance

Greg Branstetter Greg Branstetter Louisville, Kentucky Area Details
Greg Branstetter's Wachovia, A Wells Fargo Company Experience May 1997 - August 2000
Job Capital Markets Corporate Banker at BB&T Capital Markets
Industry Banking
Experience
BB&T Capital Markets  March 2010 - Present
University of Louisville Family Business Center   2009 - 2011
BB&T  August 2009 - March 2010
BB&T  August 2000 - August 2009
Wachovia, A Wells Fargo Company   May 1997 - August 2000
Huntington National Bank  August 1995 - May 1997
Fifth Third Bank  1989 - 1995

Skills
Commercial Banking, Commercial Lending, Financial Analysis, Credit Analysis, Investments, Banking, Business Development, Portfolio Management, Capital Markets, Valuation, Loans, Treasury Management

Education
Leadership Louisville   2010 — 2010

University of Kentucky   1985 — 1989
BBA, Finance

Caverna High School   1974 — 1978

John Sateri John Sateri Washington D.C. Metro Area Details
John Sateri's Wachovia, A Wells Fargo Company Experience 1988 - 1998
Job Managing Director at Gladstone Companies
Industry Venture Capital & Private Equity
Experience
The Gladstone Companies  April 2007 - Present
Commercial Analytics   1998 - 2007
Wachovia, A Wells Fargo Company   1988 - 1998

Skills
Mezzanine, Deal Sourcing, Valuation, Due Diligence, Private Equity, Financial Modeling, Asset Managment, Leveraged Finance, Investments, Financial Structuring, Portfolio Management, Real Estate Private..., Credit, LBO, Mergers & Acquisitions, Restructuring

Education
University of Maryland College Park
Masters, Real Estate

University of Hawaii - Shidler College of Business
Bachelors, Business

Beverly Bruhns Beverly Bruhns Charlotte, North Carolina Area Details
Beverly Bruhns's Wachovia, A Wells Fargo Company Experience June 2010 - January 2012
Job Wholesale Data Management Services
Industry Information Technology and Services
Experience
Wells Fargo  September 2014 - Present
Bank of America  October 2013 - July 2014
Duke Energy Corporation  April 2013 - September 2013
Bank of America  March 2012 - April 2013
Wachovia, A Wells Fargo Company   June 2010 - January 2012
Wachovia, A Wells Fargo Company   July 2005 - June 2010
Wachovia  July 2002 - July 2005
Wachovia  February 2002 - July 2002
Bank of America  October 2000 - November 2001
Bank of America  April 1998 - October 2000

Skills
Project Management, Financial Forecasting, Project Facilitation, SharePoint, Business Process, Integration, Strategy, SDLC, Program Management, Management, Software Documentation, CRM, Data Warehousing, Business Analysis, Banking, Testing

Education
University of Hartford   1977 — 1982
BA-BS, Accounting, Business

Certified Public Accountant
CPA, Accounting, Auditing, Business Law

John McQuown John McQuown Saint Simons Island, Georgia Details
John McQuown's Wachovia, A Wells Fargo Company Experience July 2010 - May 2011
Job Data Analyst Marketing at Bank of America
Industry Banking
Experience
Bank of America  September 2011 - Present
Wachovia, A Wells Fargo Company   July 2010 - May 2011
Wells Fargo Bank  July 2010 - May 2011
AstraZeneca  2009 - 2010
COMSYS  2007 - 2008
American Express  2006 - 2007
OTN  November 2004 - December 2005
Abbott Laboratories  2003 - 2004

Skills
SAS, SAS/SQL, Data Analysis, Statistics, SQL, JCL, Data Mining, Analytics, Statistical Programming, ETL, Unix, Business Intelligence, PL/SQL, Databases, Analysis, Validation, Business Analysis, Programming, Excel, MVS, Windows, Predictive Modeling, Microsoft Office, Word, Teradata, Linux, Documentation, Problem Solving, Macro, Forecasting, ODS, SQL Server, SAS programming, Logistic Regression, Statistical Modeling, Microsoft Excel, SAS Programming

Education
University of Illinois Springfield   1976 — 1981
Master, Economics

LEA ANDREWS, CPA LEA ANDREWS, CPA Greater Chicago Area Details
LEA ANDREWS, CPA's Wachovia, A Wells Fargo Company Experience May 2007 - August 2007
Job Senior Consultant at True Partners Consulting
Industry Accounting
Experience
True Partners Consulting  January 2014 - Present
True Partners Consulting  June 2011 - Present
University of Illinois at Urbana-Champaign  August 2010 - May 2011
True Partners Consulting  May 2009 - August 2010
Wachovia, A Wells Fargo Company   May 2007 - August 2007
A.G. Edwards & Sons, Inc.   May 2006 - August 2006

Skills
Corporate Tax, Microsoft Excel, Accounting, Tax, Tax Research, Microsoft Office

Education
University of Illinois at Urbana-Champaign - College of Business   2010 — 2011
BS, MAS, Accountancy

William McGrath William McGrath Greater Philadelphia Area Details
William McGrath's Wachovia, A Wells Fargo Company Experience August 1985 - August 2005
Job Chairman at The Magellan Leadership Group
Industry Banking
Experience
The Magellan Leadership Group   December 2014 - Present
Alliance Bank  September 2008 - Present
First Priority Bank  August 2005 - August 2008
Wachovia, A Wells Fargo Company   August 1985 - August 2005
Meridian Bank, PA  1985 - 1996
Federal Reserve Bank of Philadelphia  October 1979 - August 1985

Skills
Credit Risk, Banking, Commercial Banking, Commercial Lending, Small Business Lending, Risk Management, Sales Management, Team Building, Mortgage Lending, Loan Origination, Credit, Investments, Retail Banking, Management, Portfolio Management, Commercial Mortgages, Credit Analysis, Underwriting, Loans, Lines Of Credit, Consumer Lending, SBA, Treasury Management, Construction Loans, Financial Risk, Cross Selling, Asset Based Lending, Cash Management, Finance, Relationship Management, Deposits, Refinance, Financial Institutions, Funding, Financial Structuring, Loan Servicing

Education
University of Delaware   1993 — 1996
Certification, Banking

Villanova University   1975 — 1979
BS, Economics

Eric Russ Eric Russ Tampa/St. Petersburg, Florida Area Details
Eric Russ's Wachovia, A Wells Fargo Company Experience October 2000 - August 2011
Job Manager & Advisor of Financial Services
Industry Financial Services
Experience
Wachovia, A Wells Fargo Company   October 2000 - August 2011
Prudential Financial  January 1998 - October 2000
Hyatt Hotels Corporation  January 1992 - June 1996
Procter & Gamble  June 1989 - January 1992

Education
University of Florida   1983 — 1989
BSBA, Marketing

Michael J. Rosen, CFA, CFP® Michael J. Rosen, CFA, CFP® Palm Beach, Florida Details
Michael J. Rosen, CFA, CFP®'s Wachovia, A Wells Fargo Company Experience July 2006 - July 2010
Job Assistant Vice President, Investment Specialist
Industry Investment Management
Experience
Wells Fargo  July 2010 - Present
Wachovia, A Wells Fargo Company   July 2006 - July 2010

Skills
Certified Financial..., Portfolio Management, Investments, Wealth Management, Financial Analysis, Retirement Planning, Financial Services, Financial Planning, Sales, Mutual Funds, Asset Allocation, Finance, Securities, Risk Management, Retirement

Education
University of Florida - Warrington College Of Business   2005 — 2006
Masters of Arts, International Business

University of Florida   2001 — 2005
Bachelors, Finance

Lisa Sheil Lisa Sheil Greater New York City Area Details
Lisa Sheil's Wachovia, A Wells Fargo Company Experience October 1992 - March 2010
Job Treasury Management Sales Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo  March 2011 - Present
Wachovia, A Wells Fargo Company   October 1992 - March 2010
Howard Savings Bank  July 1988 - September 1992

Skills
Wealth Management

Education
University of Delaware   1984 — 1988
B.S., Business Administration - Finance

William Madden William Madden Charlotte, North Carolina Area Details
William Madden's Wachovia, A Wells Fargo Company Experience May 2010 - November 2011
Job Data Analyst at Wachovia, A Wells Fargo Company
Industry Information Technology and Services
Experience
Healthstat, Inc.   February 2012 - Present
Wachovia, A Wells Fargo Company   May 2010 - November 2011
Mathematics Teacher   August 2009 - December 2009
Eastman Kodak  June 1998 - December 2008
Northrop Grumman Aerospace  February 1993 - November 1998
Duval County School Board  September 1980 - June 1998
American Computer Services  June 1983 - February 1991

Skills
Microsoft SQL Server, Databases, SQL, Data Migration, Training, Microsoft Excel, XML, Troubleshooting, Data Warehousing, Active Directory, System Administration, Technical Support, SSIS, SharePoint, T-SQL

Education
University of North Carolina at Charlotte   2007 — 2009
Graduate Certificate, Education

CPCC   2001 — 2008
VB, Jave, and Math

University of North Florida   1980 — 1983
BT, Information Systems

University of Florida - Warrington College of Business Administration   1975 — 1983
BS, Business Administration

Haley Humphrey Haley Humphrey Jacksonville, Florida Area Details
Haley Humphrey's Wachovia, A Wells Fargo Company Experience October 2001 - January 2010
Job Vice President Business Development Manager at Vista Financial Advisors
Industry Financial Services
Experience
Vista Financial Advisors   January 2015 - Present
Digitally Xtreme   September 2014 - Present
Digitally Xtreme   September 2014 - Present
BBVA Compass  December 2013 - September 2014
Wachovia, A Wells Fargo Company   October 2001 - January 2010

Skills
Financial Wellness..., Strategic Financial..., Banking, Asset Based Lending, Risk Management, Financial Risk..., Disability Insurance, Life Insurance, Long Term Care Insurance, Investments, Asset Allocation, Cash Flow, Debt Management, Securities, Financial Analysis, Financial Advisory, Financial Services, Retirement Planning, Insurance, Mortgage Lending, Wealth Management, Series 7, Financial Planning, Management, Customer Service, Finance, Strategic Planning, Leadership, Sales, Investment Strategies

Education
University of North Florida   1996 — 1999
Master of Business Administration (M.B.A.), Finance, General

University of Florida   1989 — 1993
Bachelor's degree, Finance

Robin Billy Robin Billy Greater Philadelphia Area Details
Robin Billy's Wachovia, A Wells Fargo Company Experience 2002 - 2005
Job Alternative Investment Trade Administrator at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon  October 2010 - Present
JP Morgan  2005 - 2008
Wachovia, A Wells Fargo Company   2002 - 2005
Wachovia, A Wells Fargo Company   2001 - 2002
Wachovia, A Wells Fargo Company   2000 - 2001
Transamerica  1999 - 2000
MBNA  1993 - 1999
MBNA  1991 - 1993
MBNA  1990 - 1991

Skills
Vendor Management, Relationship Management, Investments, Banking

Education
University of Delaware
BA

Frank Tighe Frank Tighe Houston, Texas Area Details
Frank Tighe's Wachovia, A Wells Fargo Company Experience 2007 - 2009
Job Director, Defined Contribution Investments at Hartford Funds
Industry Investment Management
Experience
Hartford Funds  May 2014 - Present
The Newport Group  January 2011 - May 2014
Mercer  March 2009 - December 2010
Wachovia, A Wells Fargo Company   2007 - 2009
Wells Fargo  January 2004 - January 2007
RBC Dain Rauscher  October 1998 - January 2004
MJ Whitman Advisors   1994 - 1998

Education
University of Houston   1988 — 1990
Finance

westfield high school   1982 — 1986

Meshia Andrews Meshia Andrews Orlando, Florida Area Details
Meshia Andrews's Wachovia, A Wells Fargo Company Experience 2005 - 2006
Job Operations Director
Industry Financial Services
Experience
Orange County Public Schools  October 2010 - Present
Regulatory Compliance Association   May 2010 - July 2010
Regulatory Compliance Association   2010 - 2010
Wachovia, A Wells Fargo Company   2005 - 2006

Skills
Public Speaking

Education
University of Florida   2007 — 2009
jd, law

University of Florida - Fredric G. Levin College of Law   2007 — 2008
laws, law

Carla Palmieri Carla Palmieri Greater Atlanta Area Details
Carla Palmieri's Wachovia, A Wells Fargo Company Experience April 2008 - Present
Job Patient Ambassador at St Joseph's Medical Neurological Division
Industry Banking
Experience
St Joseph's Medical Neurological Division   December 2009 - Present
Wachovia, A Wells Fargo Company   April 2008 - Present
Holly Springs Downtown Development Authority   2006 - Present

Skills
Consumer Lending, Economics, Portfolio Management, Finance, Strategic Planning, Process Improvement, Financial Analysis, Forecasting, Risk Management, Data Analysis, Sales, Leadership, Cross-functional Team..., Strategic Financial...

Education
University of Georgia - Terry College of Business   1994 — 1998
BBA Finance, Finance, Real Estate, Insurance

William K Shockley William K Shockley Bozeman, Montana Details
William K Shockley's Wachovia, A Wells Fargo Company Experience 1998 - 2004
Job Senior Business Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  May 2012 - Present
Morgan Stanley Smith Barney  February 2010 - April 2012
SunTrust Bank  2006 - 2009
Capital City Bank Group, Inc.   2004 - 2006
Wachovia, A Wells Fargo Company   1998 - 2004
Merrill Lynch  1997 - 1998

Skills
Investments, Loans, Portfolio Management, Finance, Commercial Lending, Series 7, Asset Management, Strategic Planning, Financial Analysis, Commercial Banking, Management, Small Business Lending, Credit Analysis, Wealth Management, Mortgage Lending

Education
University of Georgia - Terry College of Business   1992 — 1996
BBA, International Finance

Liza Rosario Liza Rosario Houston, Texas Area Details
Liza Rosario's Wachovia, A Wells Fargo Company Experience August 2008 - June 2011
Job Staffing Consultant at Randstad
Industry Management Consulting
Experience
Randstad  June 2014 - Present
Microsoft  September 2012 - January 2014
T-Mobile  November 2011 - May 2012
Wachovia, A Wells Fargo Company   August 2008 - June 2011
Verizon Wireless  February 2004 - July 2008
Verizon Wireless  May 2003 - February 2004

Skills
Sales Management, Sales Process, Account Management, Direct Sales, Cold Calling, Sales, B2B, Customer Service, Solution Selling, Wireless, Inventory Management, Marketing, Telecommunications, Customer Satisfaction, Recruiting, Management, Strategy, Training, Sales Operations, Business Development, CRM, New Business Development, Retail

Education
University of Houston   1995 — 1998

Carrie Alberts Carrie Alberts Baltimore, Maryland Area Details
Carrie Alberts's Wachovia, A Wells Fargo Company Experience 2006 - December 2010
Job Regional Project Controls Manager at Nexius
Industry Telecommunications
Experience
Nexius  October 2013 - Present
MasTec Network Solutions  May 2012 - October 2013
MasTec Network Solutions  January 2012 - May 2012
MasTec Network Solutions  February 2011 - December 2011
Wells Fargo  January 2011 - February 2011
Wachovia, A Wells Fargo Company   2006 - December 2010
University of Florida  December 2004 - March 2006
University of Florida  January 2004 - December 2004

Skills
Laboratory, Research

Education
University of Florida   2005 — 2005
Biological Engineering

University of Florida   2000 — 2004
Bachelor of Science, Biological Engineering

Danny Rivera Danny Rivera Miami/Fort Lauderdale Area Details
Danny Rivera's Wachovia, A Wells Fargo Company Experience June 2003 - October 2009
Job VPMiddle Market Banking at Mercantil Commercebank N.A.
Industry Banking
Experience
Mercantil Commercebank N.A.   October 2012 - Present
Florida Community Bank  June 2012 - October 2012
Florida Community Bank  July 2011 - June 2012
Expocredit Corp   December 2009 - July 2011
Wachovia, A Wells Fargo Company   June 2003 - October 2009

Skills
Commercial Lending, Asset Based Lending, Commercial Mortgages, Construction Loans, Consumer Lending, Credit, Credit Cards, Credit Risk, Finance, Financial Risk, Financial Services, Funding, Investment Banking, Lines Of Credit, Loan Origination, Loans, Portfolio Management, Relationship Management, Risk Management, Treasury Management, Mortgage Lending, Small Business Lending, Banking, Credit Analysis

Education
University of Florida - Warrington College Of Business
Finance, Economics

University of Florida - Warrington College Of Business
Masters, International Business

Jennifer Haberer Jennifer Haberer Greater Los Angeles Area Details
Jennifer Haberer's Wachovia, A Wells Fargo Company Experience October 2006 - September 2008
Job Sr. Registereed Client Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney  September 2008 - July 2015
Wachovia, A Wells Fargo Company   October 2006 - September 2008
Wachovia Securities Financial Network  October 2006 - August 2008

Skills
Series 7, Series 66, Series 63, Uniform Combined State..., Mutual Funds, Securities, Asset Allocation

Education
University of Iowa   1973 — 1976
BA, Broadcasting and Film

Perry Community High School, Perry Iowa   1968 — 1972
Bachelor of Arts (BA), Broadcasting and Film

Travis Irions Travis Irions Greater Atlanta Area Details
Travis Irions's Wachovia, A Wells Fargo Company Experience June 2003 - February 2006
Job Technical Relationship Manager at Citrix
Industry Information Technology and Services
Experience
Citrix  November 2011 - Present
Altisource Portfolio Solutions SA  September 2010 - November 2011
The Kotter Group   March 2008 - August 2010
Wachovia, A Wells Fargo Company   June 2003 - February 2006
Wells Fargo  June 2001 - June 2003

Skills
Windows Server, Troubleshooting, Citrix, XP, Technical Support, Data Center, Servers, Active Directory, Team Leadership, Help Desk Support, Windows, Software Installation, Hardware, Storage, Windows XP, VMware, Operating Systems, Virtualization

Education
University of Florida - Warrington College of Business Administration   1996 — 2000
BSBA, Business Administration and Sports Management

Deanna Bartell Deanna Bartell Miami/Fort Lauderdale Area Details
Deanna Bartell's Wachovia, A Wells Fargo Company Experience October 2010 - Present
Job Personal Banker 2 at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company   October 2010 - Present
Hertz Local Edition  December 2006 - October 2010
, LAI, Harris Classes, and Always Language Schools, Madrid, Spain   2004 - 2006
EMS Computing   2003 - 2003

Education
University of Florida   2000 — 2003
Bachelor of Science, Business Administration – Marketing

Paul Chinratana Paul Chinratana Greater Atlanta Area Details
Paul Chinratana's Wachovia, A Wells Fargo Company Experience July 2009 - January 2011
Job Accountant at AirWatch
Industry Banking
Experience
AirWatch  November 2011 - Present
Wandering WiFi  January 2011 - November 2011
Wachovia, A Wells Fargo Company   July 2009 - January 2011

Education
University of Georgia - Terry College of Business   2005 — 2009
Business Administration, Finance

Etowah High School

Chris Dannelly Chris Dannelly Greater Atlanta Area Details
Chris Dannelly's Wachovia, A Wells Fargo Company Experience January 2003 - November 2006
Job Portfolio Manager, Asset Resolution Group at BB&T
Industry Banking
Experience
BB&T  June 2011 - Present
Athens First Bank & Trust, A Division of Synovus   November 2006 - February 2011
Wachovia, A Wells Fargo Company   January 2003 - November 2006
Bell Capital Management   June 2002 - January 2003
Etrade  May 2000 - January 2002

Education
University of Florida   1989 — 1993
Bachelor of Arts, Economics and Political Science

Jennifer Eitel Jennifer Eitel Charlotte, North Carolina Area Details
Jennifer Eitel's Wachovia, A Wells Fargo Company Experience June 2007 - December 2007
Job Systems Analyst, Application Services at Direct ChassisLink Inc.
Industry Transportation/Trucking/Railroad
Experience
Direct ChassisLink Inc.  August 2014 - Present
Direct Chassislink, Inc.   July 2011 - Present
Charlotte Mecklenburg Schools  August 2010 - June 2011
Charlotte Mecklenburg Schools  August 2009 - July 2010
Charlotte Mecklenburg Schools  August 2007 - July 2009
Wachovia, A Wells Fargo Company   June 2007 - December 2007

Skills
Curriculum Design, Research, Translation, ESL, Teaching English as a..., Teaching, Tutoring

Education
University of Illinois at Urbana-Champaign   1999 — 2003
B.S., Physics

David Horrell David Horrell Greater Nashville Area Details
David Horrell's Wachovia, A Wells Fargo Company Experience 2003 - 2007
Job Commercial & Business Banking Relationship Manager at First Tennessee Bank
Industry Banking
Experience
First Tennessee Bank  2014 - Present
SunTrust  2014 - 2014
Gateway Bank of Central Florida   2012 - 2014
BBVA Compass  2008 - 2012
RBC  2007 - 2008
Wachovia, A Wells Fargo Company   2003 - 2007
Alcon Laboratories, Inc.   2000 - 2002

Skills
Banking, Commercial Banking, Credit, Portfolio Management, Interest Rate Swaps, Asset Based Lending, Treasury Management, Tax-Exempt Lending, Commercial Lending, Credit Analysis, Loans, Lines Of Credit, Corporate Finance, Bonds, Trade Finance, Finance

Education
University of Florida   1989 — 1993
BA, Economics

CHS

Jason Bancroft Jason Bancroft Greater Boston Area Details
Jason Bancroft's Wachovia, A Wells Fargo Company Experience 1999 - 2000
Job Vice President, Group Manager I at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  February 2012 - Present
Bill.com  April 2011 - February 2012
Bank of New York Mellon  April 2001 - April 2011
Wachovia, A Wells Fargo Company   1999 - 2000

Skills
Series 6, Series 63, Salesforce.com, Mutual Funds, Hedge Funds, Solution Selling, B2B, SaaS, Banking, Start-ups, Enterprise Software, Equities, Bloomberg, Alternative Investments, Fixed Income, Customer Service, Cloud Computing, Analysis, Sales, Series 7, Securities, Strategic Partnerships, Investments, Bonds, Account Management, Lead Generation

Education
University of Delaware   1997 — 2000

St Thomas High School

St Thomas High School

Genet Bronkie Genet Bronkie Charlotte, North Carolina Area Details
Genet Bronkie's Wachovia, A Wells Fargo Company Experience October 2007 - Present
Job Project Coordinator at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company   October 2007 - Present

Education
University of Florida
Bachelors, English

Benita Lefft Benita Lefft Charlotte, North Carolina Area Details
Benita Lefft's Wachovia, A Wells Fargo Company Experience 2002 - 2006
Job Senior Vice President Loan Adjustor Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank  August 2006 - Present
Wachovia, A Wells Fargo Company   2002 - 2006
Wachovia, A Wells Fargo Company   2000 - 2002

Skills
Underwriting, Change Management, Project Management, Risk Management, Loans, Banking, Portfolio Management, Mortgage Lending, Credit, Mortgage Banking, Commercial Banking, Financial Analysis, Asset Managment, Financial Risk, Financial Services, Credit Risk

Education
University of Dayton   1986 — 1988
MBA, General Business

University of South Carolina-Columbia   1977 — 1981
Bachelor of Arts, Political Science and Economics

Laura Garrett, SPHR Laura Garrett, SPHR Greater Atlanta Area Details
Laura Garrett, SPHR's Wachovia, A Wells Fargo Company Experience December 2006 - May 2010
Job King's Ridge Christian School
Industry Education Management
Experience
King's Ridge Christian School  May 2015 - Present
Wells Fargo Bank  November 2011 - May 2015
Wachovia, A Wells Fargo Company   December 2006 - May 2010
Wachovia, A Wells Fargo Company   November 2005 - December 2006
BDS, LLC   2001 - 2004

Skills
Sourcing, Negotiation, Talent Acquisition, Networking, Recruiting, Onboarding, HR Consulting, Interviews, Temporary Placement, Commercial Banking, Human Resources, Banking, Benefits Negotiation, Commercial Lending, Management, Credit, Finance, Cold Calling, Screening, Financial Services, Talent Management, Consulting, Mortgage Lending, Retail Banking, Investments, Hiring, Relationship Management, Applicant Tracking..., Internet Recruiting

Education
University of Florida   1989 — 2003
BA, Political Science

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