Wachovia, A Wells Fargo Company
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Wachovia, A Wells Fargo Company Employees
Employee
Years
Job
Industry
Kara Tabler Kara Tabler's Wachovia, A Wells Fargo Company Experience May 2010 - March 2011
Job Sr. Consultant at Carlisle & Gallagher Consulting Group
Industry Banking
Experience
Carlisle & Gallagher Consulting Group October 2013 - Present
Wells Fargo February 2013 - October 2013
Wells Fargo February 2011 - March 2013
Wachovia, A Wells Fargo Company May 2010 - March 2011
Wachovia, A Wells Fargo Company August 2005 - May 2010
Productions Plus, a Modeling and Talent Agency August 2006 - August 2007
Nissan North America July 2004 - February 2005
The ADAM Group November 2002 - April 2004
HCA July 2001 - July 2002
Skills
Event Management, Budgeting, Vendor Management, Outlook, Customer Service, Marketing Communications, Marketing Strategy, Corporate Communications, Strategic Communications, Project Planning, Human Relations, Project Management, Budgets, Management, People Skills, Program Management, Leadership
Education
Belmont University - Jack C. Massey Graduate School of Business 1998 — 2002
Bachelor's, Marketing, Accounting, Business Administration
CCS 1994 — 1998
Carlisle & Gallagher Consulting Group October 2013 - Present
Wells Fargo February 2013 - October 2013
Wells Fargo February 2011 - March 2013
Wachovia, A Wells Fargo Company May 2010 - March 2011
Wachovia, A Wells Fargo Company August 2005 - May 2010
Productions Plus, a Modeling and Talent Agency August 2006 - August 2007
Nissan North America July 2004 - February 2005
The ADAM Group November 2002 - April 2004
HCA July 2001 - July 2002
Skills
Event Management, Budgeting, Vendor Management, Outlook, Customer Service, Marketing Communications, Marketing Strategy, Corporate Communications, Strategic Communications, Project Planning, Human Relations, Project Management, Budgets, Management, People Skills, Program Management, Leadership
Education
Belmont University - Jack C. Massey Graduate School of Business 1998 — 2002
Bachelor's, Marketing, Accounting, Business Administration
CCS 1994 — 1998
Cameron Dowdy Cameron Dowdy's Wachovia, A Wells Fargo Company Experience 2007 - 2008
Job Purchasing Agent, Credit Analyst at Dowdy and Associates, Inc.
Industry Mechanical or Industrial Engineering
Experience
Dowdy and Associates, Inc. 2008 - Present
Wachovia, A Wells Fargo Company 2007 - 2008
Wachovia, A Wells Fargo Company 2005 - 2008
Skills
Financial Analysis, Credit, Banking, Commercial Banking, Finance, Process Improvement, Loans, Credit Analysis, Forecasting, Financial Modeling, Risk Management, Accounting, Analysis, Financial Reporting, Investments, Managerial Finance, Negotiation, Portfolio Management, Relationship Management, Strategic Financial..., Financial Planning
Education
Auburn University, College of Business 2001 — 2005
BA, Finance & Marketing
Dowdy and Associates, Inc. 2008 - Present
Wachovia, A Wells Fargo Company 2007 - 2008
Wachovia, A Wells Fargo Company 2005 - 2008
Skills
Financial Analysis, Credit, Banking, Commercial Banking, Finance, Process Improvement, Loans, Credit Analysis, Forecasting, Financial Modeling, Risk Management, Accounting, Analysis, Financial Reporting, Investments, Managerial Finance, Negotiation, Portfolio Management, Relationship Management, Strategic Financial..., Financial Planning
Education
Auburn University, College of Business 2001 — 2005
BA, Finance & Marketing
Dan Mercurio Dan Mercurio's Wachovia, A Wells Fargo Company Experience November 2006 - August 2009
Job Senior Vice President / Head of Consumer Banking at Cambridge Savings Bank
Industry Financial Services
Experience
Cambridge Savings Bank July 2014 - Present
Cambridge Savings Bank September 2013 - June 2014
Sovereign Bank January 2011 - August 2013
Sovereign Bank September 2008 - December 2010
Wachovia, A Wells Fargo Company November 2006 - August 2009
Wachovia, A Wells Fargo Company April 2005 - November 2006
Wachovia, A Wells Fargo Company April 2004 - April 2005
Fleet Bank July 2001 - February 2004
Skills
Sales, Finance, Management, Retail, Leadership, Retail Banking, Branch Management, Small Business Lending, Coaching, Sales Management, Loans, Mortgage Banking, Cross Selling, Risk Management, Financial Risk, Commercial Banking, Commercial Lending, Branch Banking, Customer Experience
Education
Assumption College 1997 — 2001
BA, Economic Theory and International Business
Cambridge Savings Bank July 2014 - Present
Cambridge Savings Bank September 2013 - June 2014
Sovereign Bank January 2011 - August 2013
Sovereign Bank September 2008 - December 2010
Wachovia, A Wells Fargo Company November 2006 - August 2009
Wachovia, A Wells Fargo Company April 2005 - November 2006
Wachovia, A Wells Fargo Company April 2004 - April 2005
Fleet Bank July 2001 - February 2004
Skills
Sales, Finance, Management, Retail, Leadership, Retail Banking, Branch Management, Small Business Lending, Coaching, Sales Management, Loans, Mortgage Banking, Cross Selling, Risk Management, Financial Risk, Commercial Banking, Commercial Lending, Branch Banking, Customer Experience
Education
Assumption College 1997 — 2001
BA, Economic Theory and International Business
Penn Nugent, CFP® Penn Nugent, CFP®'s Wachovia, A Wells Fargo Company Experience February 2000 - March 2009
Job Senior Vice President & Investment Strategist Private Wealth Management
Industry Investment Management
Experience
SunTrust Bank 2014 - Present
Fidelity Investments June 2013 - May 2014
First Citizens Bank April 2009 - November 2012
Wachovia, A Wells Fargo Company February 2000 - March 2009
BuckInvestor.com 1997 - 1999
Education
Auburn University 1994 — 1996
Masters Public Administration
Auburn University 1990 — 1994
Bachelor of Science, Health Services Administration
SunTrust Bank 2014 - Present
Fidelity Investments June 2013 - May 2014
First Citizens Bank April 2009 - November 2012
Wachovia, A Wells Fargo Company February 2000 - March 2009
BuckInvestor.com 1997 - 1999
Education
Auburn University 1994 — 1996
Masters Public Administration
Auburn University 1990 — 1994
Bachelor of Science, Health Services Administration
Armando Perez Armando Perez's Wachovia, A Wells Fargo Company Experience 1995 - 2008
Job International Financial Consulting and Distributor of Investment Services
Industry Financial Services
Experience
Midwood Financial/ Northstar FInancial February 2009 - Present
GLOBALINVEST Network 2009 - Present
Old Mutual 2008 - 2009
Wachovia, A Wells Fargo Company 1995 - 2008
Skills
Investments, Marketing Strategy, Financial Services, Marketing, Portfolio Management, Consulting, Banking, Wealth Management, Asset Management, Strategic Financial..., Financial Analysis, Mutual Funds, Finance
Education
Coker 1990 — 1994
Barry University
MBA, Management, International Business
Los Arcos
Midwood Financial/ Northstar FInancial February 2009 - Present
GLOBALINVEST Network 2009 - Present
Old Mutual 2008 - 2009
Wachovia, A Wells Fargo Company 1995 - 2008
Skills
Investments, Marketing Strategy, Financial Services, Marketing, Portfolio Management, Consulting, Banking, Wealth Management, Asset Management, Strategic Financial..., Financial Analysis, Mutual Funds, Finance
Education
Coker 1990 — 1994
Barry University
MBA, Management, International Business
Los Arcos
Esther T Anderson's Wachovia, A Wells Fargo Company Experience April 2000 - December 2003
Job REALTORS® at Ebby Halliday REALTORS® "Helping YOU make the right moves"
Industry Real Estate
Experience
Ebby Halliday Realtors October 2013 - Present
Wachovia Bank December 2003 - October 2009
Wachovia, A Wells Fargo Company April 2000 - December 2003
Community Credit/Fidelity Financial January 1999 - March 2000
Bank One January 1996 - September 1997
Skills
Real Estate, Risk Management, Commercial Lending, Finance, Portfolio Management, Sales, Credit, Loans, Management, Credit Analysis, Analysis, Financial Risk, Credit Risk, Financial Services, Refinance, Small Business Lending, Collections, Governance, Marketing, Contract Negotiation, Communication
Education
Averett University
Bachelor, Business Administration- Magna Cum Laude
Averett University
Associate, Business Administration
Salome Urena
Bachelor, Physical Sciences and Mathematics
Ebby Halliday Realtors October 2013 - Present
Wachovia Bank December 2003 - October 2009
Wachovia, A Wells Fargo Company April 2000 - December 2003
Community Credit/Fidelity Financial January 1999 - March 2000
Bank One January 1996 - September 1997
Skills
Real Estate, Risk Management, Commercial Lending, Finance, Portfolio Management, Sales, Credit, Loans, Management, Credit Analysis, Analysis, Financial Risk, Credit Risk, Financial Services, Refinance, Small Business Lending, Collections, Governance, Marketing, Contract Negotiation, Communication
Education
Averett University
Bachelor, Business Administration- Magna Cum Laude
Averett University
Associate, Business Administration
Salome Urena
Bachelor, Physical Sciences and Mathematics
Cory Prosser Cory Prosser's Wachovia, A Wells Fargo Company Experience December 2005 - August 2006
Job
Industry Financial Services
Experience
Wells Fargo December 2014 - Present
Wells Fargo June 2013 - December 2014
Roanoke City Public Schools November 2011 - November 2013
Wells Fargo March 2013 - June 2013
Campbell Realty February 2011 - January 2013
State Of Virginia Child Support Enforcement August 2006 - January 2010
Wachovia, A Wells Fargo Company December 2005 - August 2006
Pinkerton Governmental Services January 2004 - November 2005
Hooters of America August 1999 - January 2001
Skills
Data Entry, Outlook, Customer Service, Time Management, Team Building, Sales, Teamwork, Troubleshooting, Security, Program Management, Accounts Payable, Retail, Government, Banking, Security Clearance, Microsoft Office, Team Leadership, Microsoft Excel, PowerPoint, Leadership, Management
Education
Averett University 2010 — 2012
Bachelors of Business, Business Administration, 4.0
Virginia Western Community College 2000 — 2004
Associate's Degree, Video Production/General Studies, 4.0
William Fleming High School 1992 — 1996
Virginia Diploma, Video Production, 3.0
Wells Fargo December 2014 - Present
Wells Fargo June 2013 - December 2014
Roanoke City Public Schools November 2011 - November 2013
Wells Fargo March 2013 - June 2013
Campbell Realty February 2011 - January 2013
State Of Virginia Child Support Enforcement August 2006 - January 2010
Wachovia, A Wells Fargo Company December 2005 - August 2006
Pinkerton Governmental Services January 2004 - November 2005
Hooters of America August 1999 - January 2001
Skills
Data Entry, Outlook, Customer Service, Time Management, Team Building, Sales, Teamwork, Troubleshooting, Security, Program Management, Accounts Payable, Retail, Government, Banking, Security Clearance, Microsoft Office, Team Leadership, Microsoft Excel, PowerPoint, Leadership, Management
Education
Averett University 2010 — 2012
Bachelors of Business, Business Administration, 4.0
Virginia Western Community College 2000 — 2004
Associate's Degree, Video Production/General Studies, 4.0
William Fleming High School 1992 — 1996
Virginia Diploma, Video Production, 3.0
Sercan Sufri's Wachovia, A Wells Fargo Company Experience June 2007 - March 2010
Job Networking Professional
Industry Financial Services
Experience
JPMorgan Chase March 2010 - March 2015
Wachovia, A Wells Fargo Company June 2007 - March 2010
United States Marine Corps February 1999 - February 2003
Skills
Mortgage Banking, Operational Risk..., Loans, Credit, Credit Cards, Banking, Financial Risk, Information Security, Small Business Lending, Retail Banking, Consumer Lending, Management, Financial Analysis, Commercial Lending
Education
Augusta State University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Management
University of Florida 1996 — 1999
Pre-Med
JPMorgan Chase March 2010 - March 2015
Wachovia, A Wells Fargo Company June 2007 - March 2010
United States Marine Corps February 1999 - February 2003
Skills
Mortgage Banking, Operational Risk..., Loans, Credit, Credit Cards, Banking, Financial Risk, Information Security, Small Business Lending, Retail Banking, Consumer Lending, Management, Financial Analysis, Commercial Lending
Education
Augusta State University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Management
University of Florida 1996 — 1999
Pre-Med
Chris Wilson, CTP's Wachovia, A Wells Fargo Company Experience 2008 - Present
Job Treasury Management Consultant at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo July 2012 - Present
Wells Fargo Bank June 2008 - Present
Wachovia, A Wells Fargo Company 2008 - Present
Skills
Treasury Management, Liquidity Management, Cash Management, Banking, Treasury, Mortgage Lending, Mergers & Acquisitions, Working Capital..., Commercial Banking, Treasury Services, Payments, Accounts Payable, Relationship Management, Risk Management, Sales, Internet Banking, Banking Relationships, Financial Analysis, Deposits, Finance, Cash Flow, Marketing, ACH, Credit Cards, FX Options, Electronic Payments, Sales Management, Operational Risk, Management, Financial Services, Credit, Commercial Lending, Credit Analysis, Portfolio Management, Cross Selling, Corporate Finance, Financial Institutions, Payment Systems, Core Banking, Executive Management, Certified Treasury..., Cash, Financial Reporting, Accounts Receivable, Foreign Exchange, Accounting
Education
Ball State University 2000 — 2004
Bachelors, Business
Ball State University - College of Business 2000 — 2004
Bachelor of Science, Marketing & Management
Ball State University - College of Business 1996 — 2000
ba, marketing, sales and management
Wells Fargo July 2012 - Present
Wells Fargo Bank June 2008 - Present
Wachovia, A Wells Fargo Company 2008 - Present
Skills
Treasury Management, Liquidity Management, Cash Management, Banking, Treasury, Mortgage Lending, Mergers & Acquisitions, Working Capital..., Commercial Banking, Treasury Services, Payments, Accounts Payable, Relationship Management, Risk Management, Sales, Internet Banking, Banking Relationships, Financial Analysis, Deposits, Finance, Cash Flow, Marketing, ACH, Credit Cards, FX Options, Electronic Payments, Sales Management, Operational Risk, Management, Financial Services, Credit, Commercial Lending, Credit Analysis, Portfolio Management, Cross Selling, Corporate Finance, Financial Institutions, Payment Systems, Core Banking, Executive Management, Certified Treasury..., Cash, Financial Reporting, Accounts Receivable, Foreign Exchange, Accounting
Education
Ball State University 2000 — 2004
Bachelors, Business
Ball State University - College of Business 2000 — 2004
Bachelor of Science, Marketing & Management
Ball State University - College of Business 1996 — 2000
ba, marketing, sales and management
April Duhigg, CFP® April Duhigg, CFP®'s Wachovia, A Wells Fargo Company Experience 2007 - 2010
Job Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
Vanguard July 2011 - August 2015
Morgan Stanley September 2010 - June 2011
Wachovia, A Wells Fargo Company 2007 - 2010
Wachovia, A Wells Fargo Company November 2001 - February 2007
Wachovia, A Wells Fargo Company January 1999 - October 2001
Wachovia, A Wells Fargo Company April 1996 - December 1998
Skills
Portfolio Management, Banking, Relationship Management, Sales, Investments, FINRA, Securities, Finance, Private Banking, Leadership, Mortgage Lending, Loans, Team Building, Financial Advisory, Series 7
Education
Auburn University 1992 — 1996
BA, Communications
Vanguard August 2015 - Present
Vanguard July 2011 - August 2015
Morgan Stanley September 2010 - June 2011
Wachovia, A Wells Fargo Company 2007 - 2010
Wachovia, A Wells Fargo Company November 2001 - February 2007
Wachovia, A Wells Fargo Company January 1999 - October 2001
Wachovia, A Wells Fargo Company April 1996 - December 1998
Skills
Portfolio Management, Banking, Relationship Management, Sales, Investments, FINRA, Securities, Finance, Private Banking, Leadership, Mortgage Lending, Loans, Team Building, Financial Advisory, Series 7
Education
Auburn University 1992 — 1996
BA, Communications
Anooj Zaveri, MBA Anooj Zaveri, MBA's Wachovia, A Wells Fargo Company Experience 2006 - 2007
Job ETL Development Specialist
Industry Information Technology and Services
Experience
The Coca-Cola Company 2014 - Present
Hewlett-Packard May 2013 - April 2014
SunTrust Bank March 2012 - May 2013
SunTrust Bank September 2011 - March 2012
EnerGov Solutions May 2008 - September 2011
Medical College of Georgia, School of Dentistry 2007 - 2008
Wachovia, A Wells Fargo Company 2006 - 2007
Bank of America 2006 - 2006
T-Mobile 2004 - 2006
Skills
Databases, Microsoft SQL Server, Teradata, Business Intelligence, Crystal Reports, SQL, Business Analysis, T-SQL, Oracle, Process Improvement, SSRS, Troubleshooting, Analysis, Project Management, Windows 7, Leadership, SSIS, ETL, Data Warehousing, Business Process, Training, Business Requirements, Data Migration, XP, Software Documentation, Testing, SQL Server 2008 R2, Report Development, Information Technology, System Administration, SQL Server 2005, SQL Server Integration..., Crystal Reports 9, Crystal Reports XI, Crystal Reports 2008, Microsoft Office Suite, Windows OS, ETL Development, Enterprise-level..., Business Intelligence..., Microsoft Visual Studio..., Microsoft Visual Studio..., Data Quality Improvement, Process Automation, Team Building, Requirements Gathering, Salesforce.com, EDW, DBVisualizer, Informatica
Education
Augusta State University - College of Business Administration 2000 — 2002
MBA, Business Administration
Medical College of Georgia at Georgia Regents University 1997 — 2000
BSN, Nursing
The Coca-Cola Company 2014 - Present
Hewlett-Packard May 2013 - April 2014
SunTrust Bank March 2012 - May 2013
SunTrust Bank September 2011 - March 2012
EnerGov Solutions May 2008 - September 2011
Medical College of Georgia, School of Dentistry 2007 - 2008
Wachovia, A Wells Fargo Company 2006 - 2007
Bank of America 2006 - 2006
T-Mobile 2004 - 2006
Skills
Databases, Microsoft SQL Server, Teradata, Business Intelligence, Crystal Reports, SQL, Business Analysis, T-SQL, Oracle, Process Improvement, SSRS, Troubleshooting, Analysis, Project Management, Windows 7, Leadership, SSIS, ETL, Data Warehousing, Business Process, Training, Business Requirements, Data Migration, XP, Software Documentation, Testing, SQL Server 2008 R2, Report Development, Information Technology, System Administration, SQL Server 2005, SQL Server Integration..., Crystal Reports 9, Crystal Reports XI, Crystal Reports 2008, Microsoft Office Suite, Windows OS, ETL Development, Enterprise-level..., Business Intelligence..., Microsoft Visual Studio..., Microsoft Visual Studio..., Data Quality Improvement, Process Automation, Team Building, Requirements Gathering, Salesforce.com, EDW, DBVisualizer, Informatica
Education
Augusta State University - College of Business Administration 2000 — 2002
MBA, Business Administration
Medical College of Georgia at Georgia Regents University 1997 — 2000
BSN, Nursing
Joshua Paddock's Wachovia, A Wells Fargo Company Experience February 2006 - March 2010
Job Regional Bank Private Banker at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank March 2012 - Present
Wells Fargo April 2010 - March 2012
Wachovia, A Wells Fargo Company February 2006 - March 2010
Philadelphia Phillies June 2002 - September 2005
Skills
sales, management, Servant Leadership, Finance, Leadership, Insurance, Cold Calling, Loans, Time Management, Banking, Investments, Securities, Credit, Teamwork, Customer Service, Coaching, Team Building, Strategic Planning, Wealth Management, Series 7, Asset Allocation, Retirement Planning, Microsoft Office
Education
Aurora University 1998 — 2002
Bachelor of Arts, Financial Management and International Studies
Wells Fargo Bank March 2012 - Present
Wells Fargo April 2010 - March 2012
Wachovia, A Wells Fargo Company February 2006 - March 2010
Philadelphia Phillies June 2002 - September 2005
Skills
sales, management, Servant Leadership, Finance, Leadership, Insurance, Cold Calling, Loans, Time Management, Banking, Investments, Securities, Credit, Teamwork, Customer Service, Coaching, Team Building, Strategic Planning, Wealth Management, Series 7, Asset Allocation, Retirement Planning, Microsoft Office
Education
Aurora University 1998 — 2002
Bachelor of Arts, Financial Management and International Studies
Iris Anthony-King Iris Anthony-King's Wachovia, A Wells Fargo Company Experience September 2009 - June 2010
Job Human Services
Industry Human Resources
Experience
Thompson Child and Family Focus December 2011 - Present
United Family Services August 2011 - Present
Wachovia, A Wells Fargo Company September 2009 - June 2010
Aon Hewitt November 2003 - May 2007
Skills
Mentoring, Counseling, Public Speaking, Documentation, Outlook, Word, Non-profits, Psychology, PeopleSoft, Community Outreach, Software Documentation, Fundraising, Team Building, PowerPoint, Policy, Leadership Development, Psychotherapy, Program Development, Payroll, Case Management, Event Planning, Microsoft Word, Human Resources, Research, Microsoft Office, Training, Leadership, Coaching, Nonprofits, Teaching, Staff Development, Social Services, Workshop Facilitation
Education
Belmont Abbey College
Psychology
Thompson Child and Family Focus December 2011 - Present
United Family Services August 2011 - Present
Wachovia, A Wells Fargo Company September 2009 - June 2010
Aon Hewitt November 2003 - May 2007
Skills
Mentoring, Counseling, Public Speaking, Documentation, Outlook, Word, Non-profits, Psychology, PeopleSoft, Community Outreach, Software Documentation, Fundraising, Team Building, PowerPoint, Policy, Leadership Development, Psychotherapy, Program Development, Payroll, Case Management, Event Planning, Microsoft Word, Human Resources, Research, Microsoft Office, Training, Leadership, Coaching, Nonprofits, Teaching, Staff Development, Social Services, Workshop Facilitation
Education
Belmont Abbey College
Psychology
Anicet A Anicet A's Wachovia, A Wells Fargo Company Experience 2009 - June 2012
Job at
Industry Banking
Experience
Bank of the West June 2012 - Present
Wachovia, A Wells Fargo Company 2009 - June 2012
Skills
Financial Analysis, Banking, Credit, Commercial Lending, Consumer Lending, Commercial Banking, Credit Analysis, Teller Operations, Loans, Funds Transfer Pricing, Lines Of Credit, Small Business Lending, Cash Management, Lockbox, Corporate Trust, Mortgage Lending, Retail Banking, Deposits
Education
Bellevue University 2006 — 2012
Master of Business Administration (M.B.A.), Accounting
University of Nebraska at Omaha 2008 — 2010
Bachelor of Science (BS), Accounting
Bank of the West June 2012 - Present
Wachovia, A Wells Fargo Company 2009 - June 2012
Skills
Financial Analysis, Banking, Credit, Commercial Lending, Consumer Lending, Commercial Banking, Credit Analysis, Teller Operations, Loans, Funds Transfer Pricing, Lines Of Credit, Small Business Lending, Cash Management, Lockbox, Corporate Trust, Mortgage Lending, Retail Banking, Deposits
Education
Bellevue University 2006 — 2012
Master of Business Administration (M.B.A.), Accounting
University of Nebraska at Omaha 2008 — 2010
Bachelor of Science (BS), Accounting
Arissa El-Amin Arissa El-Amin's Wachovia, A Wells Fargo Company Experience June 2008 - June 2009
Job Business Process Analyst at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage November 2011 - Present
El-Amin Garrett Consulting October 2010 - Present
Crossroads Charlotte January 2011 - April 2012
University of North Carolina at Charlotte January 2011 - January 2012
CBI/Crossroads Charlotte February 2010 - October 2010
Wachovia, a Wells Fargo Company June 2008 - June 2009
Wells Fargo 2008 - 2009
City of Charlotte November 2006 - June 2008
Community Building Initiative 1997 - 2000
Charlotte Mecklenburg Urban League 1997 - 1999
Skills
Leadership Development, Organizational..., Strategic Planning, Workshop Facilitation, Leadership, Change Management, Coaching, Program Management, Training, Team Building, Community Outreach, Recruiting, Management, Grant Writing, Public Speaking, Non-profits, Performance Management, Fundraising, Business Development, Management Consulting, Project Management, Policy, Organizational..., Analysis, Career Counseling, Time Management, Consulting, Government, Nonprofits, Executive Coaching, Strategy, Staff Development, Instructional Design
Education
Baruch College, City University of New York (CUNY) 1989 — 1991
MPA, Public Administration - Community Development
Michigan State University 1984 — 1988
BA, Communications/Advertising
Wilberforce University
Marketing
Wells Fargo Home Mortgage November 2011 - Present
El-Amin Garrett Consulting October 2010 - Present
Crossroads Charlotte January 2011 - April 2012
University of North Carolina at Charlotte January 2011 - January 2012
CBI/Crossroads Charlotte February 2010 - October 2010
Wachovia, a Wells Fargo Company June 2008 - June 2009
Wells Fargo 2008 - 2009
City of Charlotte November 2006 - June 2008
Community Building Initiative 1997 - 2000
Charlotte Mecklenburg Urban League 1997 - 1999
Skills
Leadership Development, Organizational..., Strategic Planning, Workshop Facilitation, Leadership, Change Management, Coaching, Program Management, Training, Team Building, Community Outreach, Recruiting, Management, Grant Writing, Public Speaking, Non-profits, Performance Management, Fundraising, Business Development, Management Consulting, Project Management, Policy, Organizational..., Analysis, Career Counseling, Time Management, Consulting, Government, Nonprofits, Executive Coaching, Strategy, Staff Development, Instructional Design
Education
Baruch College, City University of New York (CUNY) 1989 — 1991
MPA, Public Administration - Community Development
Michigan State University 1984 — 1988
BA, Communications/Advertising
Wilberforce University
Marketing
Jose Benavides Jose Benavides's Wachovia, A Wells Fargo Company Experience October 2008 - April 2010
Job Working Capital Professional
Industry Financial Services
Experience
BNP Paribas September 2015 - Present
BNP Paribas June 2011 - Present
Wells Fargo Capital Finance May 2010 - June 2011
Wachovia, A Wells Fargo Company October 2008 - April 2010
Wachovia July 2006 - September 2008
Skills
Cash Management, Portfolio Management, Credit, Hedge Funds, Structured Finance, Loans, Trading, Financial Analysis, Corporate Finance, Credit Analysis, Valuation, Banking, Asset Based Lending, Management, Commercial Banking, Financial Reporting, Commercial Lending, Financial Modeling, Investments, Investment Banking, Risk Management, Financial Risk, Capital Markets, Finance, Financial Services, Bloomberg, Underwriting, Credit Risk, Loan Origination, Financial Structuring, Fixed Income, Small Business Lending
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2008
Finance & Investments
Archbishop Molloy Highschool
BNP Paribas September 2015 - Present
BNP Paribas June 2011 - Present
Wells Fargo Capital Finance May 2010 - June 2011
Wachovia, A Wells Fargo Company October 2008 - April 2010
Wachovia July 2006 - September 2008
Skills
Cash Management, Portfolio Management, Credit, Hedge Funds, Structured Finance, Loans, Trading, Financial Analysis, Corporate Finance, Credit Analysis, Valuation, Banking, Asset Based Lending, Management, Commercial Banking, Financial Reporting, Commercial Lending, Financial Modeling, Investments, Investment Banking, Risk Management, Financial Risk, Capital Markets, Finance, Financial Services, Bloomberg, Underwriting, Credit Risk, Loan Origination, Financial Structuring, Fixed Income, Small Business Lending
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2008
Finance & Investments
Archbishop Molloy Highschool
Chip Smallwood Chip Smallwood's Wachovia, A Wells Fargo Company Experience 1983 - 1987
Job Commercial Bank Executive
Industry Banking
Experience
Fifth Third Bank January 2014 - May 2015
Fifth Third Bank August 2011 - April 2014
United Community Bank March 2008 - April 2011
SunTrust Bank January 1996 - January 2007
Regions Bank 2002 - 2006
SunTrust Bank 1989 - 2002
Prudential Financial 1987 - 1989
Wachovia, A Wells Fargo Company 1983 - 1987
Skills
Asset Management, Banking, Business Strategy, Cash Management, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Leadership, Management, Loans, Sales Management, Portfolio Management, Investments, Small Business Lending, Lines Of Credit, Commercial Mortgages, Financial Analysis, Consumer Lending
Education
Auburn University 1980 — 1982
BS, Finance
Abraham Baldwin College 1978 — 1980
Associates, Business Administration
Fifth Third Bank January 2014 - May 2015
Fifth Third Bank August 2011 - April 2014
United Community Bank March 2008 - April 2011
SunTrust Bank January 1996 - January 2007
Regions Bank 2002 - 2006
SunTrust Bank 1989 - 2002
Prudential Financial 1987 - 1989
Wachovia, A Wells Fargo Company 1983 - 1987
Skills
Asset Management, Banking, Business Strategy, Cash Management, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Leadership, Management, Loans, Sales Management, Portfolio Management, Investments, Small Business Lending, Lines Of Credit, Commercial Mortgages, Financial Analysis, Consumer Lending
Education
Auburn University 1980 — 1982
BS, Finance
Abraham Baldwin College 1978 — 1980
Associates, Business Administration
Bobby Pierce Bobby Pierce's Wachovia, A Wells Fargo Company Experience January 2006 - September 2009
Job Professional
Industry Security and Investigations
Experience
Wachovia, A Wells Fargo Company January 2006 - September 2009
Muzak, LLC July 2004 - July 2005
McDonald's Corp/GST Partnership (Owner-Operator) January 2001 - July 2003
Sitel Corporation January 2000 - October 2000
Skills
Patrol, Interviewing, Training & Development
Education
Ashford University 2011 — 2013
Bachelor of Arts, Criminal Justice
Strayer University (NC) 2010 — 2011
Bachelor of Science, Criminal Justice
Wachovia, A Wells Fargo Company January 2006 - September 2009
Muzak, LLC July 2004 - July 2005
McDonald's Corp/GST Partnership (Owner-Operator) January 2001 - July 2003
Sitel Corporation January 2000 - October 2000
Skills
Patrol, Interviewing, Training & Development
Education
Ashford University 2011 — 2013
Bachelor of Arts, Criminal Justice
Strayer University (NC) 2010 — 2011
Bachelor of Science, Criminal Justice
Glenna Reeves Glenna Reeves's Wachovia, A Wells Fargo Company Experience December 1995 - May 2011
Job SVP Corporate Financial Services at Atlantic Capital Bank
Industry Banking
Experience
Atlantic Capital Bank May 2011 - Present
Wachovia, A Wells Fargo Company December 1995 - May 2011
Wachovia 1995 - May 2011
Colonial Pipeline Company 1985 - 1995
Skills
Treasury Management, Cash Management, Accounts Payable, Payments, ACH, Financial Services, Electronic Payments, Treasury Services, Internet Banking, Banking, Banking Relationships, Commercial Banking, Credit Cards, Cross Selling, Debit Cards, FX Options, Finance, Liquidity Management, Merchant Services, Mobile Payments, Payment Card Processing, Payment Systems, Treasury, Relationship Management, Commercial Lending, Financial Analysis
Education
Auburn University 1977 — 1981
Atlantic Capital Bank May 2011 - Present
Wachovia, A Wells Fargo Company December 1995 - May 2011
Wachovia 1995 - May 2011
Colonial Pipeline Company 1985 - 1995
Skills
Treasury Management, Cash Management, Accounts Payable, Payments, ACH, Financial Services, Electronic Payments, Treasury Services, Internet Banking, Banking, Banking Relationships, Commercial Banking, Credit Cards, Cross Selling, Debit Cards, FX Options, Finance, Liquidity Management, Merchant Services, Mobile Payments, Payment Card Processing, Payment Systems, Treasury, Relationship Management, Commercial Lending, Financial Analysis
Education
Auburn University 1977 — 1981
Shakir Cannon-Moye Shakir Cannon-Moye's Wachovia, A Wells Fargo Company Experience 2007 - 2008
Job Senior Consultant at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting August 2014 - Present
Deloitte July 2012 - Present
The White House January 2012 - May 2012
George Washington University May 2010 - May 2012
GWUMC Upward Bound January 2007 - December 2011
National Center for Global Engagement January 2011 - August 2011
Institute on Corporate Responsibility, George Washington School of Business January 2011 - May 2011
Wachovia, A Wells Fargo Company 2007 - 2008
Skills
Blogging, Public Speaking, Fundraising, Competitive Analysis, Policy Analysis, Research, Non-profits, Strategic Financial..., Team Building, Portfolio Management, Nonprofits, Entrepreneurship, Strategy, Social Media, PowerPoint, Public Relations, Microsoft Excel, Data Analysis, Program Management, Qualitative Research, Higher Education, Leadership Development, Leadership, Strategic Planning, Community Outreach, Training, Event Planning, Analysis, Grant Writing, Economics, Business Strategy, Public Policy, Government, Policy
Education
The George Washington University 2010 — 2012
MBA, Strategic Management
University of Oxford 2011 — 2011
Certificate, International Human Rights Law
Audencia Nantes Ecole de Management
Global Responsibility in the European Context
Institut d'Etudes politiques de Paris
The George Washington University - School of Business
Bachelors of Business Administration, Finance
Deloitte Consulting August 2014 - Present
Deloitte July 2012 - Present
The White House January 2012 - May 2012
George Washington University May 2010 - May 2012
GWUMC Upward Bound January 2007 - December 2011
National Center for Global Engagement January 2011 - August 2011
Institute on Corporate Responsibility, George Washington School of Business January 2011 - May 2011
Wachovia, A Wells Fargo Company 2007 - 2008
Skills
Blogging, Public Speaking, Fundraising, Competitive Analysis, Policy Analysis, Research, Non-profits, Strategic Financial..., Team Building, Portfolio Management, Nonprofits, Entrepreneurship, Strategy, Social Media, PowerPoint, Public Relations, Microsoft Excel, Data Analysis, Program Management, Qualitative Research, Higher Education, Leadership Development, Leadership, Strategic Planning, Community Outreach, Training, Event Planning, Analysis, Grant Writing, Economics, Business Strategy, Public Policy, Government, Policy
Education
The George Washington University 2010 — 2012
MBA, Strategic Management
University of Oxford 2011 — 2011
Certificate, International Human Rights Law
Audencia Nantes Ecole de Management
Global Responsibility in the European Context
Institut d'Etudes politiques de Paris
The George Washington University - School of Business
Bachelors of Business Administration, Finance
Shawn Mize Shawn Mize's Wachovia, A Wells Fargo Company Experience September 2007 - March 2008
Job Sr. System Engineer at Integris Health
Industry Information Technology and Services
Experience
INTEGRIS Health October 2008 - Present
Wachovia, A Wells Fargo Company September 2007 - March 2008
A.G. Edwards & Sons, Inc. 2001 - 2007
US Army May 1993 - May 1996
Skills
Active Directory, Group Policy, Unified Communications, Blackberry Enterprise..., Microsoft OCS, Blackberry MVS, Microsoft Live Meeting, SCCM, Thycotic Password Vault, Zenprise, VMware ESX, VDI, Microsoft Exchange, Visual Studio, Windows Server 2008, DHCP, DNS, Server Hardware, SQL Server, Windows Server, Avaya Aura, Lync Server 2010, Session Border..., SIP, Information Technology, Servers, Software Documentation, Troubleshooting, Disaster Recovery, Cisco Technologies, XP, Live Meeting, Microsoft SQL Server, Integration, Citrix, Testing, Avaya Communication..., Avaya Flare, Architecture
Education
Baker College Business and Corporate Services 1990 — 1994
Computer Information Systems
INTEGRIS Health October 2008 - Present
Wachovia, A Wells Fargo Company September 2007 - March 2008
A.G. Edwards & Sons, Inc. 2001 - 2007
US Army May 1993 - May 1996
Skills
Active Directory, Group Policy, Unified Communications, Blackberry Enterprise..., Microsoft OCS, Blackberry MVS, Microsoft Live Meeting, SCCM, Thycotic Password Vault, Zenprise, VMware ESX, VDI, Microsoft Exchange, Visual Studio, Windows Server 2008, DHCP, DNS, Server Hardware, SQL Server, Windows Server, Avaya Aura, Lync Server 2010, Session Border..., SIP, Information Technology, Servers, Software Documentation, Troubleshooting, Disaster Recovery, Cisco Technologies, XP, Live Meeting, Microsoft SQL Server, Integration, Citrix, Testing, Avaya Communication..., Avaya Flare, Architecture
Education
Baker College Business and Corporate Services 1990 — 1994
Computer Information Systems
Dana Staley Dana Staley's Wachovia, A Wells Fargo Company Experience January 2008 - June 2009
Job Consumer Services Professional
Industry Consumer Services
Experience
Wachovia, A Wells Fargo Company January 2008 - June 2009
Wachovia January 2008 - June 2009
Allied Air Enterprises August 2006 - April 2007
Allied Air Enterprises April 2006 - August 2006
BellSouth Telecommunication December 2002 - September 2003
Alltel Communications July 2001 - September 2002
University Hospital December 2000 - July 2001
T Telecommunications November 1998 - June 2000
Education
Augusta State University 1997 — 2000
none, Business Administration
Wachovia, A Wells Fargo Company January 2008 - June 2009
Wachovia January 2008 - June 2009
Allied Air Enterprises August 2006 - April 2007
Allied Air Enterprises April 2006 - August 2006
BellSouth Telecommunication December 2002 - September 2003
Alltel Communications July 2001 - September 2002
University Hospital December 2000 - July 2001
T Telecommunications November 1998 - June 2000
Education
Augusta State University 1997 — 2000
none, Business Administration
Steven Glasgow, CFA, CIMA, AIF, PRP Steven Glasgow, CFA, CIMA, AIF, PRP's Wachovia, A Wells Fargo Company Experience April 2004 - August 2008
Job Sr. Vice President at Avondale Partners
Industry Financial Services
Experience
Avondale Partners March 2009 - Present
Stanford Group Company September 2008 - February 2009
Wachovia, A Wells Fargo Company April 2004 - August 2008
Morgan Stanley March 2000 - May 2004
Painewebber Inc 1990 - 2000
Skills
Investments, Wealth Management, Retirement Planning, Financial Advisory, Asset Allocation, Retirement, Series 7, Series 63, 401k, Pensions, Investment Advisory, Alternative Investments, Securities, Asset Management, ERISA, Financial Planning, Defined Benefit, Portfolio Management, Hedge Funds, Fixed Income, Investment Strategies, Mutual Funds, Leadership, Finance, Financial Services, Financial Analysis, Asset, Institutional, Equities, Investment Management, Bonds, Due Diligence, Employee Benefits, Fixed Annuities, Private Equity, Capital Markets, Insurance, Risk Management, FINRA, Valuation, Financial Modeling, Mergers, Relationship Management, Estate Planning, ETFs
Education
Rollins College - Crummer Graduate School of Business 1992 — 1994
MBA, Finance, General
Auburn University 1985 — 1989
Bachelor of Science, Finance
Avondale Partners March 2009 - Present
Stanford Group Company September 2008 - February 2009
Wachovia, A Wells Fargo Company April 2004 - August 2008
Morgan Stanley March 2000 - May 2004
Painewebber Inc 1990 - 2000
Skills
Investments, Wealth Management, Retirement Planning, Financial Advisory, Asset Allocation, Retirement, Series 7, Series 63, 401k, Pensions, Investment Advisory, Alternative Investments, Securities, Asset Management, ERISA, Financial Planning, Defined Benefit, Portfolio Management, Hedge Funds, Fixed Income, Investment Strategies, Mutual Funds, Leadership, Finance, Financial Services, Financial Analysis, Asset, Institutional, Equities, Investment Management, Bonds, Due Diligence, Employee Benefits, Fixed Annuities, Private Equity, Capital Markets, Insurance, Risk Management, FINRA, Valuation, Financial Modeling, Mergers, Relationship Management, Estate Planning, ETFs
Education
Rollins College - Crummer Graduate School of Business 1992 — 1994
MBA, Finance, General
Auburn University 1985 — 1989
Bachelor of Science, Finance
Gus Cabrera Gus Cabrera's Wachovia, A Wells Fargo Company Experience June 2006 - April 2008
Job VP; Risk Analysis Sr Specialist at Bank of America
Industry Banking
Experience
Bank of America April 2015 - Present
Bank of America April 2014 - Present
Bank of America January 2013 - April 2014
Wells Fargo Bank September 2010 - January 2013
Wachovia Bank May 2008 - September 2010
Wachovia, A Wells Fargo Company June 2006 - April 2008
Skills
Risk Management, Financial Risk, Risk Assessment, Banking, Credit Risk, Credit Analysis, Portfolio Management, Underwriting, Fixed Income, Analytics, Financial Analysis, Wealth Management, Business Analysis, Management
Education
Belmont Abbey College 2002 — 2006
BS & BA, Business Management & Computer Information Systems
Bank of America April 2015 - Present
Bank of America April 2014 - Present
Bank of America January 2013 - April 2014
Wells Fargo Bank September 2010 - January 2013
Wachovia Bank May 2008 - September 2010
Wachovia, A Wells Fargo Company June 2006 - April 2008
Skills
Risk Management, Financial Risk, Risk Assessment, Banking, Credit Risk, Credit Analysis, Portfolio Management, Underwriting, Fixed Income, Analytics, Financial Analysis, Wealth Management, Business Analysis, Management
Education
Belmont Abbey College 2002 — 2006
BS & BA, Business Management & Computer Information Systems
Will Haggerty Will Haggerty's Wachovia, A Wells Fargo Company Experience June 2008 - June 2010
Job Financial Services Professional
Industry Financial Services
Experience
StarCompliance October 2014 - Present
Wells Capital Management February 2014 - October 2014
Wells Fargo June 2010 - February 2014
Wachovia, A Wells Fargo Company June 2008 - June 2010
Wachovia Securities January 2004 - June 2008
Skills
Mutual Funds, Retirement Planning, Retirement, Fixed Annuities, Asset Managment, Risk Management, IRAs, Financial Advisory, Financial Services, Variable Annuities, Series 7, Series 63, FINRA, Bonds, Series 6, Securities, Wealth Management, Series 24
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2014
MBA, Applied Investment Management
University of North Carolina at Asheville 2001 — 2003
BA, Economics
Auburn University, College of Business 1998 — 2000
BS, Transfer
StarCompliance October 2014 - Present
Wells Capital Management February 2014 - October 2014
Wells Fargo June 2010 - February 2014
Wachovia, A Wells Fargo Company June 2008 - June 2010
Wachovia Securities January 2004 - June 2008
Skills
Mutual Funds, Retirement Planning, Retirement, Fixed Annuities, Asset Managment, Risk Management, IRAs, Financial Advisory, Financial Services, Variable Annuities, Series 7, Series 63, FINRA, Bonds, Series 6, Securities, Wealth Management, Series 24
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2014
MBA, Applied Investment Management
University of North Carolina at Asheville 2001 — 2003
BA, Economics
Auburn University, College of Business 1998 — 2000
BS, Transfer
Diana Ghosh Diana Ghosh's Wachovia, A Wells Fargo Company Experience March 2003 - December 2004
Job Branch Manager at Investors Savings Bank
Industry Banking
Experience
Investors Savings Bank Cluster ManagerSovereign BankMarch 2008 - November 2009
Washington Mutual, Inc. April 2005 - October 2006
Wachovia, A Wells Fargo Company March 2003 - December 2004
Education
Baruch College, City University of New York (CUNY) 2001 — 2003
MBA, International Business
Investors Savings Bank Cluster ManagerSovereign BankMarch 2008 - November 2009
Washington Mutual, Inc. April 2005 - October 2006
Wachovia, A Wells Fargo Company March 2003 - December 2004
Education
Baruch College, City University of New York (CUNY) 2001 — 2003
MBA, International Business
Shawntaya Jones Shawntaya Jones's Wachovia, A Wells Fargo Company Experience April 2007 - September 2008
Job at
Industry Airlines/Aviation
Experience
Fresenius Medical Care June 2015 - Present
American Red Cross September 2014 - June 2015
Main'L Services Inc October 2011 - September 2014
John A. Haugen Associates August 2010 - September 2010
Wachovia, A Wells Fargo Company April 2007 - September 2008
Wachovia Account Representative April 2007 - September 2008
Ameriprise Financial October 2006 - April 2007
Ameriprise Financial Client Services October 2006 - April 2007
Sears Holdings Corporation September 2006 - November 2006
Northwest Airlines November 2005 - March 2006
Skills
Customer Service, Time Management, Marketing, Sales, Insurance, Call Centers, Teamwork, Inventory Management, Risk Management, Banking, Medical Terminology, Data Entry, Microsoft Office, Outlook, Microsoft Excel, PowerPoint, Leadership, Microsoft Word, Accounting, Phlebotomy
Education
Minnesota School of Business 2008 — 2010
Associate's degree, Medical/Clinical Assistant
Minnesota School of Business 2008 — 2010
Associates, Applied Science; Medical Assisting
Augsburg College
Social Work
Fresenius Medical Care June 2015 - Present
American Red Cross September 2014 - June 2015
Main'L Services Inc October 2011 - September 2014
John A. Haugen Associates August 2010 - September 2010
Wachovia, A Wells Fargo Company April 2007 - September 2008
Wachovia Account Representative April 2007 - September 2008
Ameriprise Financial October 2006 - April 2007
Ameriprise Financial Client Services October 2006 - April 2007
Sears Holdings Corporation September 2006 - November 2006
Northwest Airlines November 2005 - March 2006
Skills
Customer Service, Time Management, Marketing, Sales, Insurance, Call Centers, Teamwork, Inventory Management, Risk Management, Banking, Medical Terminology, Data Entry, Microsoft Office, Outlook, Microsoft Excel, PowerPoint, Leadership, Microsoft Word, Accounting, Phlebotomy
Education
Minnesota School of Business 2008 — 2010
Associate's degree, Medical/Clinical Assistant
Minnesota School of Business 2008 — 2010
Associates, Applied Science; Medical Assisting
Augsburg College
Social Work
![Donna Paysour [donna.paysour@gmail.com]](https://cdn.bearsofficialsstore.com/li/webp/12558338.webp)
Donna Paysour [donna.paysour@gmail.com] Donna Paysour [donna.paysour@gmail.com]'s Wachovia, A Wells Fargo Company Experience March 2007 - Present
Job QA Sys / Test Analyst at Wachovia Bank | [TopLinked.com], [MyLinkNetwork.com], [Lion500.com], [OpenNetworker.com], [NU]
Industry Information Technology and Services
Experience
Wachovia, A Wells Fargo Company March 2007 - Present
Wachovia Bank September 2006 - March 2007
Food Lion January 1999 - October 2005
Education
Belmont Abbey College 1984 — 1985
Businesss / Accounting
Gaston College 1982 — 1984
Associate In Applied Science In Computer Science, Computer Science / Business Administration
Wachovia, A Wells Fargo Company March 2007 - Present
Wachovia Bank September 2006 - March 2007
Food Lion January 1999 - October 2005
Education
Belmont Abbey College 1984 — 1985
Businesss / Accounting
Gaston College 1982 — 1984
Associate In Applied Science In Computer Science, Computer Science / Business Administration
Carolyn Rudolph Carolyn Rudolph's Wachovia, A Wells Fargo Company Experience December 2006 - May 2009
Job Owner/Consultant at Sanctuary Beginnings
Industry Events Services
Experience
Sanctuary Beginnings Wedding & Event Planners June 2006 - Present
Wachovia, A Wells Fargo Company December 2006 - May 2009
Education
Austin Peay State University 1991 — 1993
BA, Public Relations
Sanctuary Beginnings Wedding & Event Planners June 2006 - Present
Wachovia, A Wells Fargo Company December 2006 - May 2009
Education
Austin Peay State University 1991 — 1993
BA, Public Relations
Jacki Jones Jacki Jones's Wachovia, A Wells Fargo Company Experience June 1992 - December 2007
Job Vice President, Retail Sales Manager at First Citizens Bancorporation
Industry Financial Services
Experience
SunTrust May 2014 - Present
First Citizens Bank and Trust Company, Inc. January 2008 - May 2014
Wachovia, A Wells Fargo Company June 1992 - December 2007
Education
Evans High School 1984 — 1988
Augusta State University
Biology
SunTrust May 2014 - Present
First Citizens Bank and Trust Company, Inc. January 2008 - May 2014
Wachovia, A Wells Fargo Company June 1992 - December 2007
Education
Evans High School 1984 — 1988
Augusta State University
Biology
Miriam Leonard's Wachovia, A Wells Fargo Company Experience March 2007 - January 2010
Job AVP Financial Analyst at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank January 2010 - Present
Wachovia, A Wells Fargo Company March 2007 - January 2010
Wachovia Bank July 2005 - March 2007
Lucent Technologies August 2002 - June 2005
Skills
Risk Management, Financial Analysis, Finance, Forecasting, Analysis, Financial Risk, Leadership, Corporate Finance, Management, Auditing, Internal Controls, Strategic Financial..., Sarbanes-Oxley Act, Training, Internal Audit, Treasury Management, Derivatives, Financial Services, Analytics, Business Strategy, Banking, Essbase, Process Improvement
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2005
MS, Management with concentration in Finance
Baruch College, City University of New York (CUNY) 1999 — 2002
BBA, Finance
Wells Fargo Bank January 2010 - Present
Wachovia, A Wells Fargo Company March 2007 - January 2010
Wachovia Bank July 2005 - March 2007
Lucent Technologies August 2002 - June 2005
Skills
Risk Management, Financial Analysis, Finance, Forecasting, Analysis, Financial Risk, Leadership, Corporate Finance, Management, Auditing, Internal Controls, Strategic Financial..., Sarbanes-Oxley Act, Training, Internal Audit, Treasury Management, Derivatives, Financial Services, Analytics, Business Strategy, Banking, Essbase, Process Improvement
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2005
MS, Management with concentration in Finance
Baruch College, City University of New York (CUNY) 1999 — 2002
BBA, Finance
Craig Archer Craig Archer's Wachovia, A Wells Fargo Company Experience June 1998 - December 2004
Job VP Credit Union Development at Augusta VAH FCU
Industry Banking
Experience
Augusta VAH FCU January 2015 - Present
SRP Federal Credit Union June 2006 - December 2014
SRP Federal Credit Union December 2004 - June 2006
Wachovia, A Wells Fargo Company June 1998 - December 2004
Skills
Customer Service, Management, Finance, Financial Services, Loans, Leadership, Consumer Lending, Microsoft Office, Banking, Investments, Credit Analysis, Credit, Sales, Public Speaking, Networking, Team Building, Strategic Planning, Process Improvement, Commercial Banking, Mortgage Lending, Retail Banking, Budgets
Education
Augusta State University 1993 — 1998
Aquinas High School 1989 — 1993
High School Diploma, General Studies
Augusta VAH FCU January 2015 - Present
SRP Federal Credit Union June 2006 - December 2014
SRP Federal Credit Union December 2004 - June 2006
Wachovia, A Wells Fargo Company June 1998 - December 2004
Skills
Customer Service, Management, Finance, Financial Services, Loans, Leadership, Consumer Lending, Microsoft Office, Banking, Investments, Credit Analysis, Credit, Sales, Public Speaking, Networking, Team Building, Strategic Planning, Process Improvement, Commercial Banking, Mortgage Lending, Retail Banking, Budgets
Education
Augusta State University 1993 — 1998
Aquinas High School 1989 — 1993
High School Diploma, General Studies
Hayley Barnett Hayley Barnett's Wachovia, A Wells Fargo Company Experience September 2009 - May 2011
Job Language Translation and Interpretation Professional
Industry Human Resources
Experience
Wachovia, A Wells Fargo Company September 2009 - May 2011
FPMI Solutions June 2008 - October 2008
Metro Nashville Public Schools August 2007 - May 2008
Auburn University August 2005 - May 2007
Goodpasture Christian School 2004 - 2005
Education
Auburn University 2005 — 2007
M.A., Hispanic Studies
Lipscomb University 1999 — 2003
B.A., Spanish Education
Wachovia, A Wells Fargo Company September 2009 - May 2011
FPMI Solutions June 2008 - October 2008
Metro Nashville Public Schools August 2007 - May 2008
Auburn University August 2005 - May 2007
Goodpasture Christian School 2004 - 2005
Education
Auburn University 2005 — 2007
M.A., Hispanic Studies
Lipscomb University 1999 — 2003
B.A., Spanish Education
Eric S's Wachovia, A Wells Fargo Company Experience May 2010 - February 2011
Job Principal Software Engineer Consulting at Revenue Solutions, Inc.
Industry Computer Software
Experience
Revenue Solutions, Inc. August 2011 - Present
Kinder Play, LLC October 2011 - October 2011
Duck Creek Technologies (an Accenture company) February 2011 - August 2011
Wachovia, A Wells Fargo Company May 2010 - February 2011
TEKsystems May 2010 - February 2011
Revenue Solutions, Inc. April 2007 - December 2010
Advanced Automation Consulting October 2006 - April 2010
The South Financial Group (now TD Bank Financial Group) October 2006 - April 2007
OSI Inc (now NCO Group) August 2003 - October 2006
TheAutoInsuranceStore.com January 2006 - April 2006
Skills
.NET, SQL Server, XML, Visual Studio, Software Development, Web Applications, Programming, SSRS, SQL, HTML, JavaScript, C#, ASP.NET, CSS, WCF, VB.NET, Databases, ASP, SDLC, Web Services, SOA, XSLT, Architecture, Web Development, UML, Object Oriented Design, Application Development, jQuery, Microsoft SQL Server, Oracle, ASP.NET MVC, T-SQL, Entity Framework, ADO.NET, LINQ, MVC, TFS, Visual Basic, IIS, Data Warehousing, Business Intelligence
Education
Augusta State University 1998 — 2003
BS, Computer Science, Business Administration (minor)
Revenue Solutions, Inc. August 2011 - Present
Kinder Play, LLC October 2011 - October 2011
Duck Creek Technologies (an Accenture company) February 2011 - August 2011
Wachovia, A Wells Fargo Company May 2010 - February 2011
TEKsystems May 2010 - February 2011
Revenue Solutions, Inc. April 2007 - December 2010
Advanced Automation Consulting October 2006 - April 2010
The South Financial Group (now TD Bank Financial Group) October 2006 - April 2007
OSI Inc (now NCO Group) August 2003 - October 2006
TheAutoInsuranceStore.com January 2006 - April 2006
Skills
.NET, SQL Server, XML, Visual Studio, Software Development, Web Applications, Programming, SSRS, SQL, HTML, JavaScript, C#, ASP.NET, CSS, WCF, VB.NET, Databases, ASP, SDLC, Web Services, SOA, XSLT, Architecture, Web Development, UML, Object Oriented Design, Application Development, jQuery, Microsoft SQL Server, Oracle, ASP.NET MVC, T-SQL, Entity Framework, ADO.NET, LINQ, MVC, TFS, Visual Basic, IIS, Data Warehousing, Business Intelligence
Education
Augusta State University 1998 — 2003
BS, Computer Science, Business Administration (minor)
Erica Ford Erica Ford's Wachovia, A Wells Fargo Company Experience February 2008 - June 2009
Job The Director of Physician and Public Relations
Industry Public Relations and Communications
Experience
Alabama Orthopaedic Center July 2014 - Present
Symbol Health Solutions, LLC November 2011 - April 2013
Pediatric and Adolescent Dentistry July 2009 - July 2011
Wachovia, A Wells Fargo Company February 2008 - June 2009
The Greek Telephone Directory May 2007 - September 2007
Skills
Sales, Salesforce.com, Sales Process, Customer Service, Healthcare, Marketing
Education
Auburn University
Master of Education, Exercise Science
Auburn University
Bachelor of Science, Health
St.Paul's Episcopal
Alabama Orthopaedic Center July 2014 - Present
Symbol Health Solutions, LLC November 2011 - April 2013
Pediatric and Adolescent Dentistry July 2009 - July 2011
Wachovia, A Wells Fargo Company February 2008 - June 2009
The Greek Telephone Directory May 2007 - September 2007
Skills
Sales, Salesforce.com, Sales Process, Customer Service, Healthcare, Marketing
Education
Auburn University
Master of Education, Exercise Science
Auburn University
Bachelor of Science, Health
St.Paul's Episcopal
Pulak Debnath Pulak Debnath's Wachovia, A Wells Fargo Company Experience May 2006 - November 2007
Job Pega Architect, PEGA Certified Senior System Architect
Industry Health, Wellness and Fitness
Experience
UnitedHealth Group July 2010 - Present
Maantic Inc June 2010 - July 2011
JPMorgan Chase February 2008 - June 2010
Cognizant Technology Solutions January 2008 - June 2010
Infosys Technologies Ltd July 2003 - January 2008
Wachovia, A Wells Fargo Company May 2006 - November 2007
American Express November 2003 - April 2006
Skills
Oracle, Requirements Analysis, Java Enterprise Edition, PL/SQL, SDLC, SOA, Java, SQL, Pega PRPC, Pegasystems PRPC, Web Services, DB2, JMS, Agile Methodologies, JavaScript, JSP, SOAP, XML, JDBC, Responsys Interact
Education
Bengal Engineering and Science University, Shibpur 1998 — 2002
BE, Mechanical Engineering
Kalyani University Experimental High School 1988 — 1998
HS, Science
UnitedHealth Group July 2010 - Present
Maantic Inc June 2010 - July 2011
JPMorgan Chase February 2008 - June 2010
Cognizant Technology Solutions January 2008 - June 2010
Infosys Technologies Ltd July 2003 - January 2008
Wachovia, A Wells Fargo Company May 2006 - November 2007
American Express November 2003 - April 2006
Skills
Oracle, Requirements Analysis, Java Enterprise Edition, PL/SQL, SDLC, SOA, Java, SQL, Pega PRPC, Pegasystems PRPC, Web Services, DB2, JMS, Agile Methodologies, JavaScript, JSP, SOAP, XML, JDBC, Responsys Interact
Education
Bengal Engineering and Science University, Shibpur 1998 — 2002
BE, Mechanical Engineering
Kalyani University Experimental High School 1988 — 1998
HS, Science
Alan C. Ramirez Alan C. Ramirez's Wachovia, A Wells Fargo Company Experience July 2005 - February 2006
Job Program Manager System Of Systems Engineering at SPAWAR
Industry Defense & Space
Experience
SPAWAR July 2015 - Present
SPAWAR December 2012 - July 2015
Credit Suisse March 2006 - April 2012
Wachovia, A Wells Fargo Company July 2005 - February 2006
ING Nederland February 2002 - July 2005
Deutsche Bank October 1996 - February 2002
Barclays Capital June 1994 - September 1996
Northrop Grumman Corporation 1983 - 1986
Skills
IT Strategy, Risk Management, Business Analysis, ITIL, IT Operations, Trading Systems, Management, Program Management, Military, Change Management, Networking, Leadership
Education
City University of New York-Baruch College 1986 — 1988
MBA, Finance
UCLA 1978 — 1982
Bachelor of Science, Engineering
SPAWAR July 2015 - Present
SPAWAR December 2012 - July 2015
Credit Suisse March 2006 - April 2012
Wachovia, A Wells Fargo Company July 2005 - February 2006
ING Nederland February 2002 - July 2005
Deutsche Bank October 1996 - February 2002
Barclays Capital June 1994 - September 1996
Northrop Grumman Corporation 1983 - 1986
Skills
IT Strategy, Risk Management, Business Analysis, ITIL, IT Operations, Trading Systems, Management, Program Management, Military, Change Management, Networking, Leadership
Education
City University of New York-Baruch College 1986 — 1988
MBA, Finance
UCLA 1978 — 1982
Bachelor of Science, Engineering
John Berger, CFP®'s Wachovia, A Wells Fargo Company Experience 2000 - 2008
Job SVP/Wealth Advisor Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank 1996 - Present
Wells Fargo 1996 - Present
Wachovia, A Wells Fargo Company 2000 - 2008
First Union 1996 - 2000
Skills
Investor Real Estate..., Business Succession..., Succession Planning
Education
Queens University of Charlotte 2002 — 2004
Belmont Abbey College 1990 — 1994
BA, Business Administration
Wells Fargo Private Bank 1996 - Present
Wells Fargo 1996 - Present
Wachovia, A Wells Fargo Company 2000 - 2008
First Union 1996 - 2000
Skills
Investor Real Estate..., Business Succession..., Succession Planning
Education
Queens University of Charlotte 2002 — 2004
Belmont Abbey College 1990 — 1994
BA, Business Administration
Amber Law Amber Law's Wachovia, A Wells Fargo Company Experience 2000 - 2001
Job Blue Cross Blue Shield of Alabama Cahaba GBA
Industry Insurance
Experience
Blue Cross and Blue Shield of Alabama Cahaba GBA June 2004 - Present
Wachovia, A Wells Fargo Company 2000 - 2001
Skills
Team Building, Customer Relations, Medical Billing
Education
Auburn University 2000 — 2004
Human Resource Management
Blue Cross and Blue Shield of Alabama Cahaba GBA June 2004 - Present
Wachovia, A Wells Fargo Company 2000 - 2001
Skills
Team Building, Customer Relations, Medical Billing
Education
Auburn University 2000 — 2004
Human Resource Management
Rhonda Meade Nixon Rhonda Meade Nixon's Wachovia, A Wells Fargo Company Experience July 2004 - May 2005
Job Experienced Business Operations/Administrative Professional
Industry Financial Services
Experience
Administrator / Virtual Assistant July 2014 - Present
Vanguard May 2005 - January 2013
Wachovia, A Wells Fargo Company July 2004 - May 2005
Verizon March 2004 - June 2004
TIAA-CREF August 2001 - September 2003
TIAA-CREF June 1993 - August 2001
TIAA-CREF June 1992 - June 1993
Chase Bank 1988 - 1991
Manufacturers Hanover Trust Bank 1986 - 1988
American Diabetes Associations 1984 - 1986
Skills
Administrative Support, Spreadsheets, Coordination, Word, Supervisory Skills, Administrative..., Microsoft Office, Lotus Notes, Microsoft Word, Human Resources, Outlook, Time Management, Office Management, Budgets, Accounts Payable, Management, Process Improvement, Vendor Management, Leadership, Customer Service, Administration
Education
Ashford University 2011 — 2012
Associate's Degree, Business, 3.58 GPA (Cum Laude)
University of North Carolina at Charlotte 2002 — 2002
Meeting and Event Planner - Certificate
Sobelsohn Business School, 1986 — 1986
Paralegal Course - Rec'd Certificate
City University of New York-Brooklyn College 1982 — 1984
Eli Whitney Vocational H.S., 1978 — 1982
High School, Business, Received Regents Diploma
Administrator / Virtual Assistant July 2014 - Present
Vanguard May 2005 - January 2013
Wachovia, A Wells Fargo Company July 2004 - May 2005
Verizon March 2004 - June 2004
TIAA-CREF August 2001 - September 2003
TIAA-CREF June 1993 - August 2001
TIAA-CREF June 1992 - June 1993
Chase Bank 1988 - 1991
Manufacturers Hanover Trust Bank 1986 - 1988
American Diabetes Associations 1984 - 1986
Skills
Administrative Support, Spreadsheets, Coordination, Word, Supervisory Skills, Administrative..., Microsoft Office, Lotus Notes, Microsoft Word, Human Resources, Outlook, Time Management, Office Management, Budgets, Accounts Payable, Management, Process Improvement, Vendor Management, Leadership, Customer Service, Administration
Education
Ashford University 2011 — 2012
Associate's Degree, Business, 3.58 GPA (Cum Laude)
University of North Carolina at Charlotte 2002 — 2002
Meeting and Event Planner - Certificate
Sobelsohn Business School, 1986 — 1986
Paralegal Course - Rec'd Certificate
City University of New York-Brooklyn College 1982 — 1984
Eli Whitney Vocational H.S., 1978 — 1982
High School, Business, Received Regents Diploma
Won D Kim's Wachovia, A Wells Fargo Company Experience 2007 - 2008
Job Business Development Manager at Incisive RWG Inc. | Incisive Risk Information Limited
Industry Online Media
Experience
Risk.net Waters Technology FX-Week Central Banking Publications by Incisive Media July 2015 - Present
TD Ameritrade April 2014 - June 2015
TD Ameritrade April 2013 - April 2014
TD Ameritrade December 2011 - March 2013
Alpari (US) November 2010 - October 2011
CMS Forex February 2010 - October 2010
Santander 2009 - 2010
HSBC 2008 - 2009
Wachovia, A Wells Fargo Company 2007 - 2008
JPMorgan Chase 2005 - 2007
Skills
Fixed Income, FX, Currency, Wealth Management, Investments, Financial Planning, Securities, Financial Markets, Brokerage, Equities, Options, Derivatives, Capital Markets, Hedge Funds, Portfolio Management, Mutual Funds, Trading, Technical Analysis, Credit, Alternative Investments, Banking, Risk Management, FX Options, Strategic Financial..., FX trading, Trading Systems, Commodity, Finance, Investment Management, Financial Services, Financial Risk, Bloomberg, Structured Products, Knight BondPoint, Series 3, Series 7, Commodities, Private Banking, Series 63, Futures, Relationship Management, Corporate Finance, Investment Advisory, Bonds, Investment Strategies, ETFs, Asset Allocation, Electronic Trading, Foreign Exchange, Equity Trading
Education
University of Liverpool 2007 — 2010
Postgraduate Certificate, Business Administration
Incisive Media 2008 — 2008
Private Banking Modular Program, Wealth Management and Private Banking Services
Kaplan University 2006 — 2006
Certificate, Wealth Management
Kennedy Western University
Bachelor’s Degree, Finance
New York University
Training Program, Fall Intensive Credit Training
Institute of Business & Finance 2004 — 2005
Certificate, Board Certified in Securities
Ashworth College 2003 — 2004
Certificate, Financial Planning Specialist, 98 of 100%
Ashworth College 2003 — 2004
Diploma, Tax Preparation, 98 of 100%
Risk.net Waters Technology FX-Week Central Banking Publications by Incisive Media July 2015 - Present
TD Ameritrade April 2014 - June 2015
TD Ameritrade April 2013 - April 2014
TD Ameritrade December 2011 - March 2013
Alpari (US) November 2010 - October 2011
CMS Forex February 2010 - October 2010
Santander 2009 - 2010
HSBC 2008 - 2009
Wachovia, A Wells Fargo Company 2007 - 2008
JPMorgan Chase 2005 - 2007
Skills
Fixed Income, FX, Currency, Wealth Management, Investments, Financial Planning, Securities, Financial Markets, Brokerage, Equities, Options, Derivatives, Capital Markets, Hedge Funds, Portfolio Management, Mutual Funds, Trading, Technical Analysis, Credit, Alternative Investments, Banking, Risk Management, FX Options, Strategic Financial..., FX trading, Trading Systems, Commodity, Finance, Investment Management, Financial Services, Financial Risk, Bloomberg, Structured Products, Knight BondPoint, Series 3, Series 7, Commodities, Private Banking, Series 63, Futures, Relationship Management, Corporate Finance, Investment Advisory, Bonds, Investment Strategies, ETFs, Asset Allocation, Electronic Trading, Foreign Exchange, Equity Trading
Education
University of Liverpool 2007 — 2010
Postgraduate Certificate, Business Administration
Incisive Media 2008 — 2008
Private Banking Modular Program, Wealth Management and Private Banking Services
Kaplan University 2006 — 2006
Certificate, Wealth Management
Kennedy Western University
Bachelor’s Degree, Finance
New York University
Training Program, Fall Intensive Credit Training
Institute of Business & Finance 2004 — 2005
Certificate, Board Certified in Securities
Ashworth College 2003 — 2004
Certificate, Financial Planning Specialist, 98 of 100%
Ashworth College 2003 — 2004
Diploma, Tax Preparation, 98 of 100%
Tony Carozza Tony Carozza's Wachovia, A Wells Fargo Company Experience June 2000 - August 2004
Job Account Manager at Taradel LLC
Industry Marketing and Advertising
Experience
Taradel LLC April 2014 - Present
Home Care Delivered June 2013 - April 2014
EXL Service December 2011 - June 2013
Allstate Financial September 2010 - December 2011
Genworth Financial September 2004 - August 2009
Wachovia, A Wells Fargo Company June 2000 - August 2004
StateStreet Mortgage February 1997 - May 2000
Education
Benjamin N. Cardozo School of Law, Yeshiva University
J.D., Law
Taradel LLC April 2014 - Present
Home Care Delivered June 2013 - April 2014
EXL Service December 2011 - June 2013
Allstate Financial September 2010 - December 2011
Genworth Financial September 2004 - August 2009
Wachovia, A Wells Fargo Company June 2000 - August 2004
StateStreet Mortgage February 1997 - May 2000
Education
Benjamin N. Cardozo School of Law, Yeshiva University
J.D., Law
Julian Wiik Julian Wiik's Wachovia, A Wells Fargo Company Experience February 2008 - August 2011
Job Production Operator at KWT
Industry Oil & Energy
Experience
KWT April 2014 - Present
Landauer Valuation and Advisory July 2011 - Present
Wachovia, A Wells Fargo Company February 2008 - August 2011
KIWANIS 2008 - 2010
Ameriquest Mortgage April 2004 - November 2005
International School of Belgrade May 2003 - April 2004
Skills
Process Operations, Oil & Gas Industry, Oil & Gas, Sales Management, Direct Sales, Customer Service, Sales, Team Building, Employee Training, Strategic Planning, Coaching, Training & Development, Management, Leadership, Account Management, Public Speaking, Social Networking, Sales Process, Oilfield, Oil Industry
Education
Mississippi Gulf Coast Community College 2014 — 2014
Associate's Degree, Process Operation Technology, 4.0
University of South Alabama 2000 — 2001
ELEMENTARY EDUCATION
Auburn University 1999 — 2000
KWT April 2014 - Present
Landauer Valuation and Advisory July 2011 - Present
Wachovia, A Wells Fargo Company February 2008 - August 2011
KIWANIS 2008 - 2010
Ameriquest Mortgage April 2004 - November 2005
International School of Belgrade May 2003 - April 2004
Skills
Process Operations, Oil & Gas Industry, Oil & Gas, Sales Management, Direct Sales, Customer Service, Sales, Team Building, Employee Training, Strategic Planning, Coaching, Training & Development, Management, Leadership, Account Management, Public Speaking, Social Networking, Sales Process, Oilfield, Oil Industry
Education
Mississippi Gulf Coast Community College 2014 — 2014
Associate's Degree, Process Operation Technology, 4.0
University of South Alabama 2000 — 2001
ELEMENTARY EDUCATION
Auburn University 1999 — 2000
Julius Pappas, MBA Julius Pappas, MBA's Wachovia, A Wells Fargo Company Experience August 2008 - November 2009
Job Financial Services Representative Functional Sales Manager at MetLife
Industry Financial Services
Experience
MetLife March 2010 - Present
Wachovia, A Wells Fargo Company August 2008 - November 2009
Bank of America August 2004 - August 2008
HomeBanc Mortgage December 2002 - August 2004
Prudential Financial August 1997 - May 2002
Skills
Annuities, Mutual Funds, Group Benefits, Bonds, CDS, Money Market, IRA's, 401k, Long Term Care, Disability Insurance, Roth IRA, Retirement, SEP, Universal Life, Profit Sharing, Term Life Insurance, Health Insurance, 529 Plans, Pensions, Defined Benefit, Rollovers, Wealth Accumulation, Deferred Compensation, Annuity, Fixed Annuities, Insurance Planning, College Savings Plans, Fixed Income, Employee Benefits, Equities, Wealth, Financial Planning, Securities, Insurance, Portfolio Management, Series 6, Wealth Management, Series 63, Estate Planning, Investment Advisory, Asset Allocation, Retirement Income..., Asset Management, Long-term Care, Succession Planning, Financial Analysis, Retirement Solutions, Investments, Retirement Planning, IRAs
Education
University of North Florida 1990 — 1993
MBA, Finance, economics
University of North Florida - College of Business Administration 1990 — 1993
MBA, Economics, Business Administration
Athens University of Economics and Business 1986 — 1990
BA, Economics
MetLife March 2010 - Present
Wachovia, A Wells Fargo Company August 2008 - November 2009
Bank of America August 2004 - August 2008
HomeBanc Mortgage December 2002 - August 2004
Prudential Financial August 1997 - May 2002
Skills
Annuities, Mutual Funds, Group Benefits, Bonds, CDS, Money Market, IRA's, 401k, Long Term Care, Disability Insurance, Roth IRA, Retirement, SEP, Universal Life, Profit Sharing, Term Life Insurance, Health Insurance, 529 Plans, Pensions, Defined Benefit, Rollovers, Wealth Accumulation, Deferred Compensation, Annuity, Fixed Annuities, Insurance Planning, College Savings Plans, Fixed Income, Employee Benefits, Equities, Wealth, Financial Planning, Securities, Insurance, Portfolio Management, Series 6, Wealth Management, Series 63, Estate Planning, Investment Advisory, Asset Allocation, Retirement Income..., Asset Management, Long-term Care, Succession Planning, Financial Analysis, Retirement Solutions, Investments, Retirement Planning, IRAs
Education
University of North Florida 1990 — 1993
MBA, Finance, economics
University of North Florida - College of Business Administration 1990 — 1993
MBA, Economics, Business Administration
Athens University of Economics and Business 1986 — 1990
BA, Economics
Arthur Cooper Arthur Cooper's Wachovia, A Wells Fargo Company Experience June 2006 - October 2009
Job retired IT Director
Industry Computer Software
Experience
Arthur Cooper Consulting 2004 - Present
Wachovia, A Wells Fargo Company June 2006 - October 2009
American Property Financing January 2004 - May 2006
Prudential Financial May 2000 - February 2004
The WMF Group August 1990 - May 2000
Asbach/SCI 1982 - 1990
Security Industry Automation Corporation(SIAC) 1980 - 1982
Other Relevant Positions 1970 - 1980
Skills
SDLC, Excel, Microsoft Excel, Data Analysis, Requirements Analysis, Project Management, Portfolio Management, Strategy, Testing, SQL, Access, Software Development, Process Improvement, Budgets, Databases, Strategic Planning, Business Analysis, Microsoft SQL Server, Management Consulting, Analysis, Integration, IT Management, Project Planning
Education
Baruch College, City University of New York (CUNY)
MBA, Computer Methodology
City University of New York City College
BS, Mathematics
School name:
Arthur Cooper Consulting 2004 - Present
Wachovia, A Wells Fargo Company June 2006 - October 2009
American Property Financing January 2004 - May 2006
Prudential Financial May 2000 - February 2004
The WMF Group August 1990 - May 2000
Asbach/SCI 1982 - 1990
Security Industry Automation Corporation(SIAC) 1980 - 1982
Other Relevant Positions 1970 - 1980
Skills
SDLC, Excel, Microsoft Excel, Data Analysis, Requirements Analysis, Project Management, Portfolio Management, Strategy, Testing, SQL, Access, Software Development, Process Improvement, Budgets, Databases, Strategic Planning, Business Analysis, Microsoft SQL Server, Management Consulting, Analysis, Integration, IT Management, Project Planning
Education
Baruch College, City University of New York (CUNY)
MBA, Computer Methodology
City University of New York City College
BS, Mathematics
School name:
David Griggs, MBA's Wachovia, A Wells Fargo Company Experience May 2009 - December 2009
Job Vice President and Program Manager at Northern Trust Corporation
Industry Banking
Experience
Northern Trust Corporation December 2013 - Present
Northern Trust November 2012 - November 2013
Red Bike and Green 2013 - 2013
Bank of Montreal December 2011 - November 2012
Northern Trust December 2009 - November 2011
Wachovia, A Wells Fargo Company May 2009 - December 2009
Bank of America January 2008 - May 2009
Bank of America 2007 - 2007
ABN AMRO Bank 2006 - 2007
JP Morgan Chase 1996 - 2006
Skills
Vendor Management, Risk Management, SDLC, Project Portfolio..., Business Analysis, Financial Services, PMO, Relationship Management, Banking, Program Management, Change Management
Education
Lake Forest Graduate School of Management 2002 — 2005
MBA, International Business
Benedictine University
DePaul University
BA, Business and Information Technology
Northern Trust Corporation December 2013 - Present
Northern Trust November 2012 - November 2013
Red Bike and Green 2013 - 2013
Bank of Montreal December 2011 - November 2012
Northern Trust December 2009 - November 2011
Wachovia, A Wells Fargo Company May 2009 - December 2009
Bank of America January 2008 - May 2009
Bank of America 2007 - 2007
ABN AMRO Bank 2006 - 2007
JP Morgan Chase 1996 - 2006
Skills
Vendor Management, Risk Management, SDLC, Project Portfolio..., Business Analysis, Financial Services, PMO, Relationship Management, Banking, Program Management, Change Management
Education
Lake Forest Graduate School of Management 2002 — 2005
MBA, International Business
Benedictine University
DePaul University
BA, Business and Information Technology
Gladys Cooper Gladys Cooper's Wachovia, A Wells Fargo Company Experience October 1999 - November 2012
Job Training and Professional Development
Industry Banking
Experience
Wells Fargo November 2012 - March 2014
Wachovia, A Wells Fargo Company October 1999 - November 2012
First Union National Bank May 1996 - September 1999
First Union National Bank September 1993 - April 1996
Education
Ashford University
Master's degree, Education, Curriculum and Design
Ashford University
Bachelor's degree, Human Resource
Strayer University
Associate of Arts (A.A.), Business Administration
Wells Fargo November 2012 - March 2014
Wachovia, A Wells Fargo Company October 1999 - November 2012
First Union National Bank May 1996 - September 1999
First Union National Bank September 1993 - April 1996
Education
Ashford University
Master's degree, Education, Curriculum and Design
Ashford University
Bachelor's degree, Human Resource
Strayer University
Associate of Arts (A.A.), Business Administration
Gabriel Cruz-Letelier Gabriel Cruz-Letelier's Wachovia, A Wells Fargo Company Experience May 2010 - September 2011
Job Advanced Data Integration Specialist at Southwest Key Program
Industry Nonprofit Organization Management
Experience
Southwest Key Program July 2014 - Present
JC Natural Source March 2010 - August 2014
Southwest Key Program August 2013 - July 2014
Southwest Key Program October 2012 - August 2013
Apple September 2011 - April 2012
Wachovia, A Wells Fargo Company May 2010 - September 2011
Nike September 2007 - June 2010
Academy Sports and Outdoors August 2006 - September 2007
Skills
Leadership, Customer Service, Sales, Spanish, ETO, Social Networking, Social solutions, Instructor-led Training, Training Delivery, Technical Support, Microsoft Office, Windows, Marketing, Software Documentation, Analysis, Adobe Creative Suite, Windows 7, Strategic Planning, Training, Quality Assurance, evidence based practice, performance quality..., non-profit organizations, Youth Mentoring, Bilingual-English/Spanis..., Business Objects, Event Planning, Team Leadership, Program Management, Social Media
Education
Texas State University 2007 — 2009
Bachelor in General Studies, Spanish, Media Studies and Mass Communication
Austin Community College 2004 — 2006
Southwest Key Program July 2014 - Present
JC Natural Source March 2010 - August 2014
Southwest Key Program August 2013 - July 2014
Southwest Key Program October 2012 - August 2013
Apple September 2011 - April 2012
Wachovia, A Wells Fargo Company May 2010 - September 2011
Nike September 2007 - June 2010
Academy Sports and Outdoors August 2006 - September 2007
Skills
Leadership, Customer Service, Sales, Spanish, ETO, Social Networking, Social solutions, Instructor-led Training, Training Delivery, Technical Support, Microsoft Office, Windows, Marketing, Software Documentation, Analysis, Adobe Creative Suite, Windows 7, Strategic Planning, Training, Quality Assurance, evidence based practice, performance quality..., non-profit organizations, Youth Mentoring, Bilingual-English/Spanis..., Business Objects, Event Planning, Team Leadership, Program Management, Social Media
Education
Texas State University 2007 — 2009
Bachelor in General Studies, Spanish, Media Studies and Mass Communication
Austin Community College 2004 — 2006
Joe Cassandra Joe Cassandra's Wachovia, A Wells Fargo Company Experience August 2010 - May 2011
Job Copywriting Shark and Content Generator + Regularly shares with you an advanced marketing tactic in the first email
Industry Marketing and Advertising
Experience
JC Copy 2013 - Present
Beaird Harris & Co., P.C. January 2013 - Present
Hearst Corporation May 2011 - January 2013
Wachovia, A Wells Fargo Company August 2010 - May 2011
Belmont Abbey College December 2008 - May 2010
Skills
Copywriting, Entrepreneurship, Public Speaking, Finance, Financial Analysis, Blogging, QuickBooks, Marketing, Microsoft Excel, Email Marketing, Leadership, Management, Social Media Marketing, Facebook, Microsoft Office, Event Planning, Social Networking
Education
Belmont Abbey College 2007 — 2011
B.A., Accounting
Belmont Abbey College 2007 — 2011
Bachelor's degree, Accounting
JC Copy 2013 - Present
Beaird Harris & Co., P.C. January 2013 - Present
Hearst Corporation May 2011 - January 2013
Wachovia, A Wells Fargo Company August 2010 - May 2011
Belmont Abbey College December 2008 - May 2010
Skills
Copywriting, Entrepreneurship, Public Speaking, Finance, Financial Analysis, Blogging, QuickBooks, Marketing, Microsoft Excel, Email Marketing, Leadership, Management, Social Media Marketing, Facebook, Microsoft Office, Event Planning, Social Networking
Education
Belmont Abbey College 2007 — 2011
B.A., Accounting
Belmont Abbey College 2007 — 2011
Bachelor's degree, Accounting
David Urbanawiz David Urbanawiz's Wachovia, A Wells Fargo Company Experience July 2008 - May 2010
Job Dental Student (Class of 2017) at Georgia Regents University
Industry Human Resources
Experience
Georgia Regents University August 2013 - Present
MAU Workforce Solutions January 2012 - August 2013
Wachovia, A Wells Fargo Company July 2008 - May 2010
The Church of Jesus Christ of Latter-day Saints March 2005 - April 2007
Skills
Thai, Microsoft Office, Human Resources, Recruiting, Customer Service, Employee Relations, Employee Benefits, Talent Acquisition, Payroll, Microsoft Excel, Leadership, Team Building, Coaching, Public Speaking, PowerPoint, Microsoft Word, Process Improvement, Training, Onboarding, Resume Writing, Project Management, Temporary Placement, Performance Management, Applicant Tracking..., Leadership Development, Interviews, New Hire Orientations
Education
Georgia Regents University 2013 — 2017
DMD, Dentistry
Augusta State University - College of Business Administration 2003 — 2011
Bachelors of Business Administration, Management
Evans High School
Georgia Regents University
Georgia Regents University August 2013 - Present
MAU Workforce Solutions January 2012 - August 2013
Wachovia, A Wells Fargo Company July 2008 - May 2010
The Church of Jesus Christ of Latter-day Saints March 2005 - April 2007
Skills
Thai, Microsoft Office, Human Resources, Recruiting, Customer Service, Employee Relations, Employee Benefits, Talent Acquisition, Payroll, Microsoft Excel, Leadership, Team Building, Coaching, Public Speaking, PowerPoint, Microsoft Word, Process Improvement, Training, Onboarding, Resume Writing, Project Management, Temporary Placement, Performance Management, Applicant Tracking..., Leadership Development, Interviews, New Hire Orientations
Education
Georgia Regents University 2013 — 2017
DMD, Dentistry
Augusta State University - College of Business Administration 2003 — 2011
Bachelors of Business Administration, Management
Evans High School
Georgia Regents University
Ed Maynard Ed Maynard's Wachovia, A Wells Fargo Company Experience January 2008 - February 2010
Job Owner, EnCompass Consulting
Industry Information Technology and Services
Experience
EnCompass Consulting October 2011 - Present
Bank of America October 2010 - Present
Wachovia, A Wells Fargo Company January 2008 - February 2010
SCDMV 2010 - 2010
Time Warner Cable 2006 - 2006
Education
Aspen University 2002 — 2006
Masters Information Technology, IT
University of Southern Maine 1991 — 1994
BA, Criminology
EnCompass Consulting October 2011 - Present
Bank of America October 2010 - Present
Wachovia, A Wells Fargo Company January 2008 - February 2010
SCDMV 2010 - 2010
Time Warner Cable 2006 - 2006
Education
Aspen University 2002 — 2006
Masters Information Technology, IT
University of Southern Maine 1991 — 1994
BA, Criminology
Jennifer (Cain) Hennes Jennifer (Cain) Hennes's Wachovia, A Wells Fargo Company Experience March 2008 - September 2008
Job Sales Team Manager at Belk
Industry Retail
Experience
Belk February 2014 - Present
Belk January 2011 - February 2014
Belk January 2006 - December 2008
Wachovia, A Wells Fargo Company March 2008 - September 2008
Pitt County Memorial Hospital 2007 - 2007
Belk August 1998 - December 2006
Skills
Customer Service, Sales, Case Managment, Social Services, Microsoft Office, Leadership, Public Speaking, Healthcare, Outlook, Microsoft Word, PowerPoint, Microsoft Excel
Education
Barton College 2000 — 2007
Bachelor of Arts (B.A.), Social Work
Belk February 2014 - Present
Belk January 2011 - February 2014
Belk January 2006 - December 2008
Wachovia, A Wells Fargo Company March 2008 - September 2008
Pitt County Memorial Hospital 2007 - 2007
Belk August 1998 - December 2006
Skills
Customer Service, Sales, Case Managment, Social Services, Microsoft Office, Leadership, Public Speaking, Healthcare, Outlook, Microsoft Word, PowerPoint, Microsoft Excel
Education
Barton College 2000 — 2007
Bachelor of Arts (B.A.), Social Work
Craig Reed Craig Reed's Wachovia, A Wells Fargo Company Experience 1993 - 1996
Job COO at Medlytix, LLC
Industry Hospital & Health Care
Experience
Medlytix, LLC January 2010 - Present
Citi July 2003 - January 2010
Equifax December 1998 - July 2003
BellSouth 1997 - 1998
BellSouth Mobility 1996 - 1997
Wachovia, A Wells Fargo Company 1993 - 1996
Education
Georgia State University - J. Mack Robinson College of Business 1996 — 1998
MBA, Finance
Auburn University, College of Business 1989 — 1993
BS, Finance
Medlytix, LLC January 2010 - Present
Citi July 2003 - January 2010
Equifax December 1998 - July 2003
BellSouth 1997 - 1998
BellSouth Mobility 1996 - 1997
Wachovia, A Wells Fargo Company 1993 - 1996
Education
Georgia State University - J. Mack Robinson College of Business 1996 — 1998
MBA, Finance
Auburn University, College of Business 1989 — 1993
BS, Finance
Lysa Roberts Lysa Roberts's Wachovia, A Wells Fargo Company Experience April 2006 - November 2007
Job Account Manager, HermesOtto International
Industry Marketing and Advertising
Experience
Hermes Otto International November 2009 - Present
Wachovia, A Wells Fargo Company April 2006 - November 2007
Victoria's Secret September 1998 - April 2006
Skills
Leadership, Product Development, Management, Marketing, Marketing Research, Project Management, Finance, Pricing
Education
Baruch College, City University of New York (CUNY) 2005 — 2008
Master's, Marketing Research
University of South Carolina-Columbia 1997 — 2001
BA, Psychology
Hermes Otto International November 2009 - Present
Wachovia, A Wells Fargo Company April 2006 - November 2007
Victoria's Secret September 1998 - April 2006
Skills
Leadership, Product Development, Management, Marketing, Marketing Research, Project Management, Finance, Pricing
Education
Baruch College, City University of New York (CUNY) 2005 — 2008
Master's, Marketing Research
University of South Carolina-Columbia 1997 — 2001
BA, Psychology
Heather Gilbeau, ACIR, CDR, CSSR, CIR's Wachovia, A Wells Fargo Company Experience January 2009 - February 2009
Job Talent Acquisition | Recruiting | Project & People Management | Human Resources | Training & Development | Social Media
Industry Human Resources
Experience
Kelly Services May 2011 - Present
Nissan Motor Company March 2012 - May 2015
Nissan Motor Company May 2011 - March 2012
GE May 2010 - May 2011
Inteligente Solutions August 2009 - May 2010
Wachovia, A Wells Fargo Company January 2009 - February 2009
Abbott Laboratories March 2007 - November 2008
Visteon July 2006 - March 2007
Skills
Engineering, Automotive, Technical Recruiting, Manufacturing..., Manufacturing, Automotive Engineering, Recruitment/Retention, Pharmaceutical Sales, Medical Devices, Healthcare, Applicant Tracking..., CRM, Training, Talent Management, Onboarding, Sourcing, Human Resources, Interviews, Screening, Strategic Sourcing, Temporary Placement, Employee Relations, Internet Recruiting, Management, Resume Writing, Recruiting, RPO, Hiring, Deferred Compensation, Employee Benefits, Leadership, College Recruiting, Talent Acquisition, Screening Resumes, Strategy
Education
Baker College Business and Corporate Services 2008 — 2011
Bachelors, Human Resources Management
Henry Ford Community College 2004 — 2008
Assoicates, Business Management
Kelly Services May 2011 - Present
Nissan Motor Company March 2012 - May 2015
Nissan Motor Company May 2011 - March 2012
GE May 2010 - May 2011
Inteligente Solutions August 2009 - May 2010
Wachovia, A Wells Fargo Company January 2009 - February 2009
Abbott Laboratories March 2007 - November 2008
Visteon July 2006 - March 2007
Skills
Engineering, Automotive, Technical Recruiting, Manufacturing..., Manufacturing, Automotive Engineering, Recruitment/Retention, Pharmaceutical Sales, Medical Devices, Healthcare, Applicant Tracking..., CRM, Training, Talent Management, Onboarding, Sourcing, Human Resources, Interviews, Screening, Strategic Sourcing, Temporary Placement, Employee Relations, Internet Recruiting, Management, Resume Writing, Recruiting, RPO, Hiring, Deferred Compensation, Employee Benefits, Leadership, College Recruiting, Talent Acquisition, Screening Resumes, Strategy
Education
Baker College Business and Corporate Services 2008 — 2011
Bachelors, Human Resources Management
Henry Ford Community College 2004 — 2008
Assoicates, Business Management
Amy Crew's Wachovia, A Wells Fargo Company Experience January 2005 - August 2005
Job Senior Risk Analyst
Industry Banking
Experience
Ally Financial Inc. September 2015 - Present
Bank of America March 2014 - September 2015
Bank of America July 2011 - March 2014
Bank of America November 2008 - July 2011
Bank of America August 2005 - November 2008
Wachovia, A Wells Fargo Company January 2005 - August 2005
Bank of America May 2003 - September 2004
Bank of America June 2001 - May 2003
Salin Bank and Trust Company December 1998 - November 1999
First Merchants Corporation December 1998 - November 1999
Skills
Business Analysis, Data Analysis, Data Quality, Data Mining, SQL, Oracle SQL, SAS, Microsoft Office, Microsoft Excel, Microsoft Word, MicroStrategy Reporting, Business Objects, PowerPoint, Teradata, Netezza, JIRA, Quality Center, Data Entry, Wholesale Banking, Wholesale Operations, Retail Banking, BOSS/FAST, Renaissance, General Ledger, Databases
Education
Ball State University 2011 — 2016
Bachelor's Degree, General Studies
Ball State University 1998 — 1999
College of Fine Arts
University of Indianapolis 1997 — 1998
College of Fine Arts
Ally Financial Inc. September 2015 - Present
Bank of America March 2014 - September 2015
Bank of America July 2011 - March 2014
Bank of America November 2008 - July 2011
Bank of America August 2005 - November 2008
Wachovia, A Wells Fargo Company January 2005 - August 2005
Bank of America May 2003 - September 2004
Bank of America June 2001 - May 2003
Salin Bank and Trust Company December 1998 - November 1999
First Merchants Corporation December 1998 - November 1999
Skills
Business Analysis, Data Analysis, Data Quality, Data Mining, SQL, Oracle SQL, SAS, Microsoft Office, Microsoft Excel, Microsoft Word, MicroStrategy Reporting, Business Objects, PowerPoint, Teradata, Netezza, JIRA, Quality Center, Data Entry, Wholesale Banking, Wholesale Operations, Retail Banking, BOSS/FAST, Renaissance, General Ledger, Databases
Education
Ball State University 2011 — 2016
Bachelor's Degree, General Studies
Ball State University 1998 — 1999
College of Fine Arts
University of Indianapolis 1997 — 1998
College of Fine Arts
Lee Smithson Lee Smithson's Wachovia, A Wells Fargo Company Experience August 2007 - August 2008
Job Mobile Applications Developer at Curse, Inc.
Industry Information Technology and Services
Experience
Curse, Inc. September 2014 - Present
SAIC April 2012 - September 2014
Command Post Software November 2011 - June 2012
Two Men and a Truck October 2011 - May 2012
Sanmina-SCI January 2012 - April 2012
Wachovia, A Wells Fargo Company August 2007 - August 2008
Skills
Android, Java, Linux, Mobile Applications, Windows, PHP, Programming, Unity3D, Eclipse, Blender, Mac OS, C#, Git, XML, SQL, C++, Troubleshooting, Technical Support, Active Directory, Scrum, System Administration, iOS
Education
University of Alabama in Huntsville 2011 — 2014
Management Information Systems, Systems Analyst
Auburn University at Montgomery 2011 — 2011
Curse, Inc. September 2014 - Present
SAIC April 2012 - September 2014
Command Post Software November 2011 - June 2012
Two Men and a Truck October 2011 - May 2012
Sanmina-SCI January 2012 - April 2012
Wachovia, A Wells Fargo Company August 2007 - August 2008
Skills
Android, Java, Linux, Mobile Applications, Windows, PHP, Programming, Unity3D, Eclipse, Blender, Mac OS, C#, Git, XML, SQL, C++, Troubleshooting, Technical Support, Active Directory, Scrum, System Administration, iOS
Education
University of Alabama in Huntsville 2011 — 2014
Management Information Systems, Systems Analyst
Auburn University at Montgomery 2011 — 2011
Josh Barkhordar's Wachovia, A Wells Fargo Company Experience January 2008 - December 2008
Job Lead Analyst at CME Group
Industry Financial Services
Experience
CME Group August 2009 - Present
Wachovia, A Wells Fargo Company January 2008 - December 2008
Smith Barney Citigroup June 2005 - February 2007
Skills
Hedge Funds, Derivatives, Bloomberg, Equities, Fixed Income, Options, Investment Banking, Investments, Trading Systems, FX Options, Portfolio Management, Financial Analysis, Commodity Markets, Futures Trading, Real Estate, Proprietary Trading, Structured Products, Alternative Investments, Financial Services
Education
New York University - Leonard N. Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Finance
Baruch College 2004 — 2008
Bachelors, Finance
CME Group August 2009 - Present
Wachovia, A Wells Fargo Company January 2008 - December 2008
Smith Barney Citigroup June 2005 - February 2007
Skills
Hedge Funds, Derivatives, Bloomberg, Equities, Fixed Income, Options, Investment Banking, Investments, Trading Systems, FX Options, Portfolio Management, Financial Analysis, Commodity Markets, Futures Trading, Real Estate, Proprietary Trading, Structured Products, Alternative Investments, Financial Services
Education
New York University - Leonard N. Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Finance
Baruch College 2004 — 2008
Bachelors, Finance
Andrew Gomez Andrew Gomez's Wachovia, A Wells Fargo Company Experience November 2009 - December 2010
Job Portfolio Quality Specialist Business Banking at First Republic Bank
Industry Financial Services
Experience
First Republic Bank July 2015 - Present
First Republic Bank April 2013 - July 2015
First Republic Bank January 2011 - March 2013
Wachovia, A Wells Fargo Company November 2009 - December 2010
Wachovia, A Wells Fargo Company May 2009 - October 2009
Northwestern Mutual June 2007 - November 2008
Skills
Banking, Business Development, CRM, Credit Analysis, Loans, Credit, Financial Analysis, Strategic Financial..., Team Management, Microsoft Office, Microsoft Excel, PowerPoint, Technology, Financial Planning
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Real Estate
Manhattanville College 2004 — 2008
B.A. In Business Administration, Finance, Economics, Accounting
First Republic Bank July 2015 - Present
First Republic Bank April 2013 - July 2015
First Republic Bank January 2011 - March 2013
Wachovia, A Wells Fargo Company November 2009 - December 2010
Wachovia, A Wells Fargo Company May 2009 - October 2009
Northwestern Mutual June 2007 - November 2008
Skills
Banking, Business Development, CRM, Credit Analysis, Loans, Credit, Financial Analysis, Strategic Financial..., Team Management, Microsoft Office, Microsoft Excel, PowerPoint, Technology, Financial Planning
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Real Estate
Manhattanville College 2004 — 2008
B.A. In Business Administration, Finance, Economics, Accounting
Eric Rafaloff's Wachovia, A Wells Fargo Company Experience June 2008 - August 2008
Job Software Developer at The Flatiron School
Industry Information Technology and Services
Experience
The Flatiron School April 2015 - Present
FetLife September 2012 - April 2015
Folio April 2012 - September 2012
Designer Pages July 2011 - November 2011
Noble Internet Marketing February 2010 - May 2010
Wachovia, A Wells Fargo Company June 2008 - August 2008
Skills
Ruby on Rails, Ruby, JavaScript, jQuery, Web Application Security, SQL, HAML, RSpec, Cucumber, Sinatra, Redis, SASS, Backbone.js, HTML 5, Go, Erlang, Thinking Sphinx, HTML5, Front-end, PHP, Python, Test Driven Development, WordPress, CSS, Web Development
Education
City University of New York-Baruch College 2010 — 2011
Business, Computer Science
The Flatiron School April 2015 - Present
FetLife September 2012 - April 2015
Folio April 2012 - September 2012
Designer Pages July 2011 - November 2011
Noble Internet Marketing February 2010 - May 2010
Wachovia, A Wells Fargo Company June 2008 - August 2008
Skills
Ruby on Rails, Ruby, JavaScript, jQuery, Web Application Security, SQL, HAML, RSpec, Cucumber, Sinatra, Redis, SASS, Backbone.js, HTML 5, Go, Erlang, Thinking Sphinx, HTML5, Front-end, PHP, Python, Test Driven Development, WordPress, CSS, Web Development
Education
City University of New York-Baruch College 2010 — 2011
Business, Computer Science
Philip Wahl Philip Wahl's Wachovia, A Wells Fargo Company Experience January 2006 - October 2008
Job Augusta Market President at First Community Bank
Industry Financial Services
Experience
First Community Bank (formerly Savannah River Banking Co.) June 2012 - Present
First Citizens Bancorporation October 2008 - June 2012
Augusta Metro Chamber of Commerce October 2009 - December 2010
Wachovia, A Wells Fargo Company January 2006 - October 2008
Bank of America January 2001 - January 2006
Wachovia, A Wells Fargo Company January 1989 - January 2001
Nationwide Lending Group, Inc. June 1986 - December 1988
Skills
Financial Analysis, Loans, Commercial Banking, Mortgage Lending, Credit, Underwriting, Banking, Small Business Lending, Cash Management, Consumer Lending, Strategic Financial..., Credit Analysis, Risk Management, Portfolio Management, Treasury Management, Wealth Management, Mergers, Retail Banking, Investments, Insurance, Financial Services, Mergers & Acquisitions, Small Business, Loan Origination, Lines Of Credit, Credit Risk, Mortgage Banking, Retirement Planning, Construction Loans, Executive Management, Finance, Relationship Management, Financial Planning, Management, Strategic Planning, Leadership, Customer Service, Sales, Event Planning, Budgets, Marketing, Public Speaking
Education
Augusta State University - College of Business Administration 1982 — 1987
BBA, Management/Finance
First Community Bank (formerly Savannah River Banking Co.) June 2012 - Present
First Citizens Bancorporation October 2008 - June 2012
Augusta Metro Chamber of Commerce October 2009 - December 2010
Wachovia, A Wells Fargo Company January 2006 - October 2008
Bank of America January 2001 - January 2006
Wachovia, A Wells Fargo Company January 1989 - January 2001
Nationwide Lending Group, Inc. June 1986 - December 1988
Skills
Financial Analysis, Loans, Commercial Banking, Mortgage Lending, Credit, Underwriting, Banking, Small Business Lending, Cash Management, Consumer Lending, Strategic Financial..., Credit Analysis, Risk Management, Portfolio Management, Treasury Management, Wealth Management, Mergers, Retail Banking, Investments, Insurance, Financial Services, Mergers & Acquisitions, Small Business, Loan Origination, Lines Of Credit, Credit Risk, Mortgage Banking, Retirement Planning, Construction Loans, Executive Management, Finance, Relationship Management, Financial Planning, Management, Strategic Planning, Leadership, Customer Service, Sales, Event Planning, Budgets, Marketing, Public Speaking
Education
Augusta State University - College of Business Administration 1982 — 1987
BBA, Management/Finance
Jim Freeland's Wachovia, A Wells Fargo Company Experience November 2007 - November 2008
Job Vice President of Lending
Industry Banking
Experience
Army Aviation Center Federal Credit Union July 2014 - Present
Wells Fargo Bank November 2008 - July 2014
Wachovia, A Wells Fargo Company November 2007 - November 2008
BBVA Compass June 2003 - November 2007
Skills
Small Business Lending, Commercial Lending, Credit Analysis, Sales Management, C&I Lending, Asset Based Lending, Wholesale Lending, Real Estate Lending, Loans, Mortgage Lending, Credit, Banking, Financial Risk, Commercial Banking, Lines Of Credit, Consumer Lending, Loan Origination, Risk Management, Relationship Management, Commercial Mortgages, Underwriting, Treasury Management, SBA, Mortgage Banking, Retail Banking, Credit Risk, Portfolio Management, Construction Loans, Cash Management
Education
Auburn University 1990 — 1995
BS, Business Management
Auburn University, College of Business 1990 — 1995
Bachelor's of Science, Business Management
Army Aviation Center Federal Credit Union July 2014 - Present
Wells Fargo Bank November 2008 - July 2014
Wachovia, A Wells Fargo Company November 2007 - November 2008
BBVA Compass June 2003 - November 2007
Skills
Small Business Lending, Commercial Lending, Credit Analysis, Sales Management, C&I Lending, Asset Based Lending, Wholesale Lending, Real Estate Lending, Loans, Mortgage Lending, Credit, Banking, Financial Risk, Commercial Banking, Lines Of Credit, Consumer Lending, Loan Origination, Risk Management, Relationship Management, Commercial Mortgages, Underwriting, Treasury Management, SBA, Mortgage Banking, Retail Banking, Credit Risk, Portfolio Management, Construction Loans, Cash Management
Education
Auburn University 1990 — 1995
BS, Business Management
Auburn University, College of Business 1990 — 1995
Bachelor's of Science, Business Management
Naveen Narain Naveen Narain's Wachovia, A Wells Fargo Company Experience May 2008 - June 2008
Job Master of Accountancy student at the George Washington University
Industry Accounting
Experience
Byron Consultants Ltd February 2010 - August 2010
Wachovia, A Wells Fargo Company May 2008 - June 2008
BNP Paribas November 2007 - December 2007
Ernst & Young July 2007 - August 2007
Education
The George Washington University - School of Business 2010 — 2011
Masters, Accountancy
The George Washington University - School of Business 2008 — 2009
Bachelors, Marketing
Bentley University 2004 — 2007
Bachelors Candidate, Accountancy
Byron Consultants Ltd February 2010 - August 2010
Wachovia, A Wells Fargo Company May 2008 - June 2008
BNP Paribas November 2007 - December 2007
Ernst & Young July 2007 - August 2007
Education
The George Washington University - School of Business 2010 — 2011
Masters, Accountancy
The George Washington University - School of Business 2008 — 2009
Bachelors, Marketing
Bentley University 2004 — 2007
Bachelors Candidate, Accountancy
Michael Bouley's Wachovia, A Wells Fargo Company Experience September 2007 - January 2008
Job Technical Recruiter
Industry Staffing and Recruiting
Experience
Business Knowledge Services March 2015 - Present
Enterprise System Partners Global Corporation October 2012 - February 2015
Wells Fargo April 2010 - October 2011
Ajasa Technologies April 2010 - October 2011
Wells Fargo Advisors March 2008 - July 2009
Wachovia, A Wells Fargo Company September 2007 - January 2008
Wachovia, A Wells Fargo Company December 2005 - August 2007
Wachovia, A Wells Fargo Company July 2005 - December 2005
Berlin Memorial Elementary School January 2005 - June 2005
Assumption College September 2003 - May 2005
Skills
Project Management, Project Planning, Integration, MS Project, Data Analysis, Visio, Customer Service, Business Analysis, Microsoft Office, Recruiting, e-Pedigree, Serialization, Training, Project Coordination, Business Continuity, Team Leadership, Time Management, Sourcing, Technical Recruiting, Project Implementation, LinkedIn Recruiter, Social Media, Creative Problem Solving, Technical Documentation, Onboarding, Global Sourcing, Human Resources, SharePoint, MES, Talent Management, Talent Acquisition, Applicant Tracking..., Screening Resumes, Benefits Administration, Internet Recruiting, Full-life Cycle..., Track & Trace, Networking, Business Process..., Employment-based..., Management, Leadership, Information Technology, Interviews, Temporary Placement, Screening
Education
Assumption College 1998 — 2002
BA, Computer Science & Social and Rehabilitative Services
Rome Cathoic High 1995 — 1998
High School Diploma, NY State Regents
Business Knowledge Services March 2015 - Present
Enterprise System Partners Global Corporation October 2012 - February 2015
Wells Fargo April 2010 - October 2011
Ajasa Technologies April 2010 - October 2011
Wells Fargo Advisors March 2008 - July 2009
Wachovia, A Wells Fargo Company September 2007 - January 2008
Wachovia, A Wells Fargo Company December 2005 - August 2007
Wachovia, A Wells Fargo Company July 2005 - December 2005
Berlin Memorial Elementary School January 2005 - June 2005
Assumption College September 2003 - May 2005
Skills
Project Management, Project Planning, Integration, MS Project, Data Analysis, Visio, Customer Service, Business Analysis, Microsoft Office, Recruiting, e-Pedigree, Serialization, Training, Project Coordination, Business Continuity, Team Leadership, Time Management, Sourcing, Technical Recruiting, Project Implementation, LinkedIn Recruiter, Social Media, Creative Problem Solving, Technical Documentation, Onboarding, Global Sourcing, Human Resources, SharePoint, MES, Talent Management, Talent Acquisition, Applicant Tracking..., Screening Resumes, Benefits Administration, Internet Recruiting, Full-life Cycle..., Track & Trace, Networking, Business Process..., Employment-based..., Management, Leadership, Information Technology, Interviews, Temporary Placement, Screening
Education
Assumption College 1998 — 2002
BA, Computer Science & Social and Rehabilitative Services
Rome Cathoic High 1995 — 1998
High School Diploma, NY State Regents
Jesse Oliver Jr Jesse Oliver Jr's Wachovia, A Wells Fargo Company Experience October 2005 - November 2007
Job Art Research Consultant & Designer at Helping Hands Productions, Inc
Industry Research
Experience
Helping Hands Productions, Inc July 2007 - Present
Helping Hands Productions, Inc April 2006 - Present
PHD Entertainment, LLC June 2006 - September 2010
Wachovia, A Wells Fargo Company October 2005 - November 2007
Skills
Advertising Management, Motivational..., Event Management, Exhibit Design, Desktop Publishing, Graphic Design, Microsoft Office, Adobe Creative Suite, Offset Printing, Print Production..., Advertising, Human Resources, Project Management, Recruiting, Sales
Education
Ashford University 2009 — 2014
Bachelor's of Arts, Public Relations and Marketing Management
Clayton State University 2004 — 2005
Mathematical Sciences
Helping Hands Productions, Inc July 2007 - Present
Helping Hands Productions, Inc April 2006 - Present
PHD Entertainment, LLC June 2006 - September 2010
Wachovia, A Wells Fargo Company October 2005 - November 2007
Skills
Advertising Management, Motivational..., Event Management, Exhibit Design, Desktop Publishing, Graphic Design, Microsoft Office, Adobe Creative Suite, Offset Printing, Print Production..., Advertising, Human Resources, Project Management, Recruiting, Sales
Education
Ashford University 2009 — 2014
Bachelor's of Arts, Public Relations and Marketing Management
Clayton State University 2004 — 2005
Mathematical Sciences
Michelle Cade Michelle Cade's Wachovia, A Wells Fargo Company Experience May 2000 - April 2010
Job STUDENT
Industry Banking
Experience
Bauder College August 2011 - Present
Wachovia, A Wells Fargo Company May 2000 - April 2010
Wachovia Financial Bank May 2000 - April 2010
Wachovia Bank January 2000 - April 2010
Wachovia Bank January 2000 - January 2005
Skills
Word, Customer Service, Compliance, Administrative Support, Supervisory Skills, Scheduling, Excel, PowerPoint, Access
Education
Bauder College 2011 — 2013
Fashion Merchandise
Bauder College August 2011 - Present
Wachovia, A Wells Fargo Company May 2000 - April 2010
Wachovia Financial Bank May 2000 - April 2010
Wachovia Bank January 2000 - April 2010
Wachovia Bank January 2000 - January 2005
Skills
Word, Customer Service, Compliance, Administrative Support, Supervisory Skills, Scheduling, Excel, PowerPoint, Access
Education
Bauder College 2011 — 2013
Fashion Merchandise
Collis Arrick's Wachovia, A Wells Fargo Company Experience June 1999 - January 2003
Job CoFounder, Chief Executive Officer at Copula Systems, LLC
Industry Banking
Experience
Copula Systems, LLC January 2015 - Present
BCBSNC November 2013 - April 2014
BCBSNC November 2012 - April 2013
BCBSNC August 2011 - November 2012
Blue Cross Blue Shield of North Carolina November 2010 - July 2011
SunTrust Banks, Inc January 2008 - November 2010
Business Leaders Exchange 2010 - 2010
SunTrust Bank December 2004 - January 2008
First Citizens Bank January 2003 - December 2004
Wachovia, A Wells Fargo Company June 1999 - January 2003
Skills
Leadership, Entrepreneurship, Strategic Planning, New Venture Development, Cross-functional Team..., Business Development, Team Building, Portfolio Management, Financial Analysis, Project Management, Credit, Banking, Relationship Management, Coaching, Project Planning, Loans, Commercial Lending, Credit Analysis, Start-up Ventures, Program Development, Program Management, Risk Management, Business Analysis, Customer Service, Process Improvement, Budgets, Finance, Training
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
Barton College 1996 — 1999
Bachelor of Science, Business Mangaement & Finance
Copula Systems, LLC January 2015 - Present
BCBSNC November 2013 - April 2014
BCBSNC November 2012 - April 2013
BCBSNC August 2011 - November 2012
Blue Cross Blue Shield of North Carolina November 2010 - July 2011
SunTrust Banks, Inc January 2008 - November 2010
Business Leaders Exchange 2010 - 2010
SunTrust Bank December 2004 - January 2008
First Citizens Bank January 2003 - December 2004
Wachovia, A Wells Fargo Company June 1999 - January 2003
Skills
Leadership, Entrepreneurship, Strategic Planning, New Venture Development, Cross-functional Team..., Business Development, Team Building, Portfolio Management, Financial Analysis, Project Management, Credit, Banking, Relationship Management, Coaching, Project Planning, Loans, Commercial Lending, Credit Analysis, Start-up Ventures, Program Development, Program Management, Risk Management, Business Analysis, Customer Service, Process Improvement, Budgets, Finance, Training
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
Barton College 1996 — 1999
Bachelor of Science, Business Mangaement & Finance
Murali Varadarajan's Wachovia, A Wells Fargo Company Experience August 2005 - March 2010
Job Sr. Technology Executive, Entrepreuner, Thought Leader, Change Catalyst , LeanAgile Coach, Speaker
Industry Information Technology and Services
Experience
SparkFX August 2010 - Present
TIAA-CREF August 2013 - January 2015
Sapient Global Markets June 2012 - March 2013
Bank of America November 2010 - April 2012
Premier, Inc. August 2010 - September 2010
Bank of America March 2010 - May 2010
Wachovia, A Wells Fargo Company August 2005 - March 2010
Citi January 2000 - May 2005
Wells Fargo August 2003 - April 2004
Skills
Agile Methodologies, PMP, Agile Project Management, Program Management, SDLC, Scrum, Software Development, E-commerce, Cross-functional Team..., Project Management, Software Project..., .NET, Coaching, Product Management, Enterprise Software, Project Planning, Management, Project Delivery, Management Consulting, Architecture, Entrepreneurship, Six Sigma, Product Development, Business Analysis, Start-ups, SOA, Certified Scrum Master..., Team Building, Extreme Programming, Application Development, Vendor Management, Governance, Leadership, PMO, Databases, Agile, OOP, Lean Manufacturing, Advertising, Construction Management, Consultative Selling, Organizational..., Non-profits, Distributed Team..., Global Management, Investment Banking, Staff Mentoring, Cards, IT Governance, Pair Programming
Education
Bangalore University 1989 — 1993
Bachelor of Engineering
Kendriya Vidyalaya
High school
SparkFX August 2010 - Present
TIAA-CREF August 2013 - January 2015
Sapient Global Markets June 2012 - March 2013
Bank of America November 2010 - April 2012
Premier, Inc. August 2010 - September 2010
Bank of America March 2010 - May 2010
Wachovia, A Wells Fargo Company August 2005 - March 2010
Citi January 2000 - May 2005
Wells Fargo August 2003 - April 2004
Skills
Agile Methodologies, PMP, Agile Project Management, Program Management, SDLC, Scrum, Software Development, E-commerce, Cross-functional Team..., Project Management, Software Project..., .NET, Coaching, Product Management, Enterprise Software, Project Planning, Management, Project Delivery, Management Consulting, Architecture, Entrepreneurship, Six Sigma, Product Development, Business Analysis, Start-ups, SOA, Certified Scrum Master..., Team Building, Extreme Programming, Application Development, Vendor Management, Governance, Leadership, PMO, Databases, Agile, OOP, Lean Manufacturing, Advertising, Construction Management, Consultative Selling, Organizational..., Non-profits, Distributed Team..., Global Management, Investment Banking, Staff Mentoring, Cards, IT Governance, Pair Programming
Education
Bangalore University 1989 — 1993
Bachelor of Engineering
Kendriya Vidyalaya
High school
Dr. Tonitta Davis McNeal's Wachovia, A Wells Fargo Company Experience January 2007 - December 2008
Job Faculty Chair, Assistant Professor at DeVry University
Industry Higher Education
Experience
DeVry University August 2013 - Present
National College of Business & Technology February 2012 - September 2013
Legal Shield August 2005 - September 2013
University of Phoenix January 2013 - August 2013
Carolinas Healthcare System February 2012 - August 2013
ITT Technical Institute March 2012 - June 2013
Virginia Department of Taxation December 2008 - June 2011
Wachovia, A Wells Fargo Company January 2007 - December 2008
Muzak June 2004 - December 2006
Jefferson Pilot Financial November 2002 - June 2004
Skills
Customer Service, Customer Satisfaction, Problem Solving, Word, Excel, Microsoft Office, Outlook, Customer Relations, PowerPoint, Team Building, Research, Writing, Teamwork, Microsoft Excel, Microsoft Word, Leadership, Organizational..., Change Management, Staff Development, Management, Policy, Community Outreach, Training, Leadership Development, Analysis, Public Speaking, Sales, Editing, Nonprofits, Negotiation, Program Management, Fundraising, Event Planning, Project Management, Coaching, Access, Higher Education, Strategic Planning, Government, Public Relations, Teaching, E-Learning, Social Networking, Team Leadership, Recruiting, Process Scheduler, Budgets, Employee Relations, Data Entry, Executive Management
Education
Colorado Technical University 2008 — 2010
Doctorate, Management
Liberty University 2007 — 2008
Master of Science, Management
University of North Carolina at Greensboro 2002 — 2004
Bachelor of Arts, Communication Studies
Averett College 1998 — 2000
Bachelor of Science, Management
Chatham High 1991 — 1996
DeVry University August 2013 - Present
National College of Business & Technology February 2012 - September 2013
Legal Shield August 2005 - September 2013
University of Phoenix January 2013 - August 2013
Carolinas Healthcare System February 2012 - August 2013
ITT Technical Institute March 2012 - June 2013
Virginia Department of Taxation December 2008 - June 2011
Wachovia, A Wells Fargo Company January 2007 - December 2008
Muzak June 2004 - December 2006
Jefferson Pilot Financial November 2002 - June 2004
Skills
Customer Service, Customer Satisfaction, Problem Solving, Word, Excel, Microsoft Office, Outlook, Customer Relations, PowerPoint, Team Building, Research, Writing, Teamwork, Microsoft Excel, Microsoft Word, Leadership, Organizational..., Change Management, Staff Development, Management, Policy, Community Outreach, Training, Leadership Development, Analysis, Public Speaking, Sales, Editing, Nonprofits, Negotiation, Program Management, Fundraising, Event Planning, Project Management, Coaching, Access, Higher Education, Strategic Planning, Government, Public Relations, Teaching, E-Learning, Social Networking, Team Leadership, Recruiting, Process Scheduler, Budgets, Employee Relations, Data Entry, Executive Management
Education
Colorado Technical University 2008 — 2010
Doctorate, Management
Liberty University 2007 — 2008
Master of Science, Management
University of North Carolina at Greensboro 2002 — 2004
Bachelor of Arts, Communication Studies
Averett College 1998 — 2000
Bachelor of Science, Management
Chatham High 1991 — 1996
Todd (tj) Jordan's Wachovia, A Wells Fargo Company Experience December 2009 - October 2010
Job QA Manager at Maersk Line
Industry Information Technology and Services
Experience
Maersk Line July 2013 - Present
The Newport Group July 2010 - June 2013
Wachovia, A Wells Fargo Company December 2009 - October 2010
IBM February 2009 - September 2009
Charles Schwab August 2008 - December 2008
LendingTree July 2003 - August 2008
MCI 1994 - 2002
Skills
Agile Methodologies, Business Analysis, Microsoft SQL Server, Process Improvement, Project Management, Quality Assurance, Requirements Analysis, SDLC, SQL, Testing, User Acceptance Testing
Education
Auburn University 1986 — 1990
BA, Political Science
Eastside High School 1982 — 1986
Maersk Line July 2013 - Present
The Newport Group July 2010 - June 2013
Wachovia, A Wells Fargo Company December 2009 - October 2010
IBM February 2009 - September 2009
Charles Schwab August 2008 - December 2008
LendingTree July 2003 - August 2008
MCI 1994 - 2002
Skills
Agile Methodologies, Business Analysis, Microsoft SQL Server, Process Improvement, Project Management, Quality Assurance, Requirements Analysis, SDLC, SQL, Testing, User Acceptance Testing
Education
Auburn University 1986 — 1990
BA, Political Science
Eastside High School 1982 — 1986
Steven Keller's Wachovia, A Wells Fargo Company Experience November 2009 - October 2010
Job Sr. Business Systems Analyst at SunTrust Bank
Industry Information Technology and Services
Experience
IBM/SunTrust Bank February 2014 - Present
TNA Consulting Group April 2001 - Present
Ally Financial Inc. June 2013 - December 2013
Vanguard January 2012 - June 2013
The Newport Group September 2010 - October 2011
Wachovia, A Wells Fargo Company November 2009 - October 2010
Bank of America February 2008 - August 2009
US Bank August 2007 - December 2007
Bank of America July 2006 - May 2007
BB&T June 2005 - July 2006
Skills
Requirements Analysis, Business Analysis, Software Documentation, Business Process, SOA, Business Intelligence, SDLC, Software Development, CRM, Requirements Gathering, Agile Methodologies, Business Process Design, Cross-functional Team..., User Acceptance Testing, Software Project..., Project Management, Vendor Management, Mobile Applications, IT Consulting, Requirements Management, BPMN, Business Process..., Workflow Analysis, Emerging Technologies, Business Process..., Financial Systems Design, Enterprise Application..., Enterprise Architecture, Software Design, Systems Analysis, Strategic Planning, IT Strategy, Compliance, IT Project & Program..., ERP, IT Management, UML, RUP, Mobile Design, Six Sigma, Product Management, Scrum
Education
Baldwin-Wallace College 1981 — 1985
Bachelor of Arts (B.A.), Finance, General
IBM/SunTrust Bank February 2014 - Present
TNA Consulting Group April 2001 - Present
Ally Financial Inc. June 2013 - December 2013
Vanguard January 2012 - June 2013
The Newport Group September 2010 - October 2011
Wachovia, A Wells Fargo Company November 2009 - October 2010
Bank of America February 2008 - August 2009
US Bank August 2007 - December 2007
Bank of America July 2006 - May 2007
BB&T June 2005 - July 2006
Skills
Requirements Analysis, Business Analysis, Software Documentation, Business Process, SOA, Business Intelligence, SDLC, Software Development, CRM, Requirements Gathering, Agile Methodologies, Business Process Design, Cross-functional Team..., User Acceptance Testing, Software Project..., Project Management, Vendor Management, Mobile Applications, IT Consulting, Requirements Management, BPMN, Business Process..., Workflow Analysis, Emerging Technologies, Business Process..., Financial Systems Design, Enterprise Application..., Enterprise Architecture, Software Design, Systems Analysis, Strategic Planning, IT Strategy, Compliance, IT Project & Program..., ERP, IT Management, UML, RUP, Mobile Design, Six Sigma, Product Management, Scrum
Education
Baldwin-Wallace College 1981 — 1985
Bachelor of Arts (B.A.), Finance, General
Erin Seals's Wachovia, A Wells Fargo Company Experience November 2006 - August 2009
Job Client Relationship Manager at WilsonHCG
Industry Human Resources
Experience
WilsonHCG November 2010 - Present
Cintas June 2013 - January 2015
USAA February 2010 - November 2010
Wachovia, A Wells Fargo Company November 2006 - August 2009
Argonaut Group April 2007 - July 2007
Premier May 2001 - March 2006
Skills
Talent Acquisition, Recruiting, Sourcing, Behavioral Interviewing, Temporary Placement, New Hire Orientations, Corporate Recruiting, Job Descriptions, Negotiation, Applicant Tracking..., Internet Recruiting, College Recruiting, Technical Recruiting, Onboarding, Talent Management, Benefits Negotiation, Human Resources, Employee Relations, Executive Search, Screening Resumes, Interviews, Management, CRM, Leadership, Training, Employee Benefits, RPO, Contract Recruitment, Workforce Planning, Vendor Management, Hiring, Permanent Placement, Cold Calling, Employer Branding, Temporary Staffing, HRIS, Screening, Staffing Services, Taleo
Education
Ashford University 2010 — 2011
Human Resources Management
WilsonHCG November 2010 - Present
Cintas June 2013 - January 2015
USAA February 2010 - November 2010
Wachovia, A Wells Fargo Company November 2006 - August 2009
Argonaut Group April 2007 - July 2007
Premier May 2001 - March 2006
Skills
Talent Acquisition, Recruiting, Sourcing, Behavioral Interviewing, Temporary Placement, New Hire Orientations, Corporate Recruiting, Job Descriptions, Negotiation, Applicant Tracking..., Internet Recruiting, College Recruiting, Technical Recruiting, Onboarding, Talent Management, Benefits Negotiation, Human Resources, Employee Relations, Executive Search, Screening Resumes, Interviews, Management, CRM, Leadership, Training, Employee Benefits, RPO, Contract Recruitment, Workforce Planning, Vendor Management, Hiring, Permanent Placement, Cold Calling, Employer Branding, Temporary Staffing, HRIS, Screening, Staffing Services, Taleo
Education
Ashford University 2010 — 2011
Human Resources Management
Lori Myers, M.S.M.L.'s Wachovia, A Wells Fargo Company Experience April 1995 - October 2009
Job Sr. Lead Infrastructure Manager (Desktop Support) at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2015 - Present
TIAA-CREF August 2013 - Present
TIAA-CREF April 2011 - August 2013
TIAA-CREF October 2009 - April 2012
Wachovia, A Wells Fargo Company April 1995 - October 2009
Nynex Meridian Systems 1993 - 1995
Syracuse University 1987 - 1992
Skills
Vendor Management, Leadership, Process Improvement, Change Management, Risk Management, Project Management, Relationship Management, Business Analysis, Program Management, Cross-functional Team..., Telecommunications, Security, Training, Team Leadership, Mentoring, Performance Management, Governance, Project Portfolio..., IT Strategy, Outsourcing, Coaching, Negotiation, Creative Writing, SDLC, Relationship, Supplier Negotiation, Communication Skills, Business Process..., Management
Education
McColl School of Business / Queens University of Charlotte 2013 — 2015
Master's Certificate, Coaching Certificate Program
Montreat College 2010 — 2012
MSML, Masters of Science in Management and Leadership
The George Washington University - School of Business
Master's Certificate, Sourcing Management
Belmont Abbey College
BA, Liberal Studies (Business concentration)
Gaston College
AAS, Criminal Justice
TIAA-CREF January 2015 - Present
TIAA-CREF August 2013 - Present
TIAA-CREF April 2011 - August 2013
TIAA-CREF October 2009 - April 2012
Wachovia, A Wells Fargo Company April 1995 - October 2009
Nynex Meridian Systems 1993 - 1995
Syracuse University 1987 - 1992
Skills
Vendor Management, Leadership, Process Improvement, Change Management, Risk Management, Project Management, Relationship Management, Business Analysis, Program Management, Cross-functional Team..., Telecommunications, Security, Training, Team Leadership, Mentoring, Performance Management, Governance, Project Portfolio..., IT Strategy, Outsourcing, Coaching, Negotiation, Creative Writing, SDLC, Relationship, Supplier Negotiation, Communication Skills, Business Process..., Management
Education
McColl School of Business / Queens University of Charlotte 2013 — 2015
Master's Certificate, Coaching Certificate Program
Montreat College 2010 — 2012
MSML, Masters of Science in Management and Leadership
The George Washington University - School of Business
Master's Certificate, Sourcing Management
Belmont Abbey College
BA, Liberal Studies (Business concentration)
Gaston College
AAS, Criminal Justice
Robert Palumbo's Wachovia, A Wells Fargo Company Experience August 2006 - May 2007
Job Vice President at G4 Capital Partners
Industry Law Practice
Experience
G4 Capital Partners March 2015 - Present
G4 Capital Partners July 2013 - March 2015
Bracewell & Giuliani LLP October 2010 - December 2012
Wachovia, A Wells Fargo Company August 2006 - May 2007
Skills
Equities, Finance, Loans, Private Equity, Project Finance
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2007 — 2010
J.D.
The George Washington University 2002 — 2006
BBA, Finance, Marketing
G4 Capital Partners March 2015 - Present
G4 Capital Partners July 2013 - March 2015
Bracewell & Giuliani LLP October 2010 - December 2012
Wachovia, A Wells Fargo Company August 2006 - May 2007
Skills
Equities, Finance, Loans, Private Equity, Project Finance
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2007 — 2010
J.D.
The George Washington University 2002 — 2006
BBA, Finance, Marketing
Michael Holeda's Wachovia, A Wells Fargo Company Experience November 2008 - October 2009
Job Senior Project Manager at USAA
Industry Photography
Experience
USAA February 2010 - Present
Matrix Digital Arts & Photography February 2002 - Present
RenewData November 2009 - February 2010
Renew Data November 2009 - February 2010
Wachovia, A Wells Fargo Company November 2008 - October 2009
Strategic Staffing Solutions 2008 - 2009
Capital Group March 2008 - June 2008
USAA July 2004 - March 2008
TEKsystems 1999 - 2008
Education
Ashland University 1969 — 1972
USAA February 2010 - Present
Matrix Digital Arts & Photography February 2002 - Present
RenewData November 2009 - February 2010
Renew Data November 2009 - February 2010
Wachovia, A Wells Fargo Company November 2008 - October 2009
Strategic Staffing Solutions 2008 - 2009
Capital Group March 2008 - June 2008
USAA July 2004 - March 2008
TEKsystems 1999 - 2008
Education
Ashland University 1969 — 1972
Monika Rejman's Wachovia, A Wells Fargo Company Experience April 2004 - March 2006
Job AVP International Operations Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2006 - Present
Wachovia, A Wells Fargo Company April 2004 - March 2006
Skills
Banking, Financial Risk, Risk Management, Management
Education
City University of New York-Baruch College 2001 — 2004
BBA, Business Administration and Management, General
Wells Fargo April 2006 - Present
Wachovia, A Wells Fargo Company April 2004 - March 2006
Skills
Banking, Financial Risk, Risk Management, Management
Education
City University of New York-Baruch College 2001 — 2004
BBA, Business Administration and Management, General
Victoria Killoren's Wachovia, A Wells Fargo Company Experience June 2010 - June 2011
Job Digital Marketing Professional
Industry Internet
Experience
Merrill Edge November 2012 - Present
Cabarrus College of Health Sciences January 2011 - Present
Bank of America May 2011 - November 2012
Wachovia, A Wells Fargo Company June 2010 - June 2011
GMAC Financial Services July 2009 - March 2010
Bank of America 2010 - 2010
MassMutual May 2008 - July 2009
Myself January 2001 - August 2008
MassMutual 2005 - 2008
TMP Worldwide August 1996 - June 1999
Skills
Content Management, Interactive Marketing, Online Marketing, Advertising, Web Design, Project Management, Social Media, Online Advertising, E-commerce, Digital Marketing, HTML, Web Content Management, User Interface Design, User Experience, Web Analytics, SEO, Project management, Marketing, Email Marketing
Education
Bay Path University 2007 — 2009
Masters, Communications & Information Management
Springfield Technical Community College 2000 — 2001
Certificate, Web Design
Institute of European Studies 1994 — 1995
Simmons College 1991 — 1995
Bachelors of Arts, Advertising
Merrill Edge November 2012 - Present
Cabarrus College of Health Sciences January 2011 - Present
Bank of America May 2011 - November 2012
Wachovia, A Wells Fargo Company June 2010 - June 2011
GMAC Financial Services July 2009 - March 2010
Bank of America 2010 - 2010
MassMutual May 2008 - July 2009
Myself January 2001 - August 2008
MassMutual 2005 - 2008
TMP Worldwide August 1996 - June 1999
Skills
Content Management, Interactive Marketing, Online Marketing, Advertising, Web Design, Project Management, Social Media, Online Advertising, E-commerce, Digital Marketing, HTML, Web Content Management, User Interface Design, User Experience, Web Analytics, SEO, Project management, Marketing, Email Marketing
Education
Bay Path University 2007 — 2009
Masters, Communications & Information Management
Springfield Technical Community College 2000 — 2001
Certificate, Web Design
Institute of European Studies 1994 — 1995
Simmons College 1991 — 1995
Bachelors of Arts, Advertising
Bill Corn's Wachovia, A Wells Fargo Company Experience April 1988 - August 2003
Job Group Vice President at Community Bank of the South
Industry Banking
Experience
Community Bank of the South August 2003 - Present
Wachovia, A Wells Fargo Company April 1988 - August 2003
Skills
Portfolio Management, Credit, Wealth Management, Credit Risk, Loans, Small Business Lending, Commercial Lending, Retail Banking, Commercial Banking, Credit Analysis, Consumer Lending, Financial Analysis, Real Estate, Asset Based Lending, Commercial Mortgages, Banking
Education
Auburn University 1983 — 1988
Bachelor of Science (BS), Finance
Community Bank of the South August 2003 - Present
Wachovia, A Wells Fargo Company April 1988 - August 2003
Skills
Portfolio Management, Credit, Wealth Management, Credit Risk, Loans, Small Business Lending, Commercial Lending, Retail Banking, Commercial Banking, Credit Analysis, Consumer Lending, Financial Analysis, Real Estate, Asset Based Lending, Commercial Mortgages, Banking
Education
Auburn University 1983 — 1988
Bachelor of Science (BS), Finance
Jerry Banks's Wachovia, A Wells Fargo Company Experience March 2010 - May 2014
Job Branch Sales Manager at Fidelity Bank
Industry Banking
Experience
Fidelity Bank July 2014 - Present
Wachovia, A Wells Fargo Company March 2010 - May 2014
Fifth Third Bank January 2008 - February 2010
Suntrust Banks 2004 - 2007
National Bank of Commerce 2003 - 2007
Skills
Banking, Credit, Loans, Financial Services, Management, Finance, Portfolio Management, Sales Management, Leadership, Underwriting, Retail Banking, Risk Management, Branch Banking
Education
Belhaven University 1997 — 2000
Fidelity Bank July 2014 - Present
Wachovia, A Wells Fargo Company March 2010 - May 2014
Fifth Third Bank January 2008 - February 2010
Suntrust Banks 2004 - 2007
National Bank of Commerce 2003 - 2007
Skills
Banking, Credit, Loans, Financial Services, Management, Finance, Portfolio Management, Sales Management, Leadership, Underwriting, Retail Banking, Risk Management, Branch Banking
Education
Belhaven University 1997 — 2000
Peter - Wentao Li's Wachovia, A Wells Fargo Company Experience March 2008 - February 2010
Job Director Wells Fargo
Industry Banking
Experience
Wells Fargo March 2010 - Present
Wachovia, A Wells Fargo Company March 2008 - February 2010
Wachovia, A Wells Fargo Company March 2006 - February 2008
Numerica Technology January 2003 - March 2006
Education
Stony Brook University 1997 — 2001
PhD, Materials Science and Engineering
Beijing Institute of Technology 1988 — 1992
BS, Chemical Engineering
Wells Fargo March 2010 - Present
Wachovia, A Wells Fargo Company March 2008 - February 2010
Wachovia, A Wells Fargo Company March 2006 - February 2008
Numerica Technology January 2003 - March 2006
Education
Stony Brook University 1997 — 2001
PhD, Materials Science and Engineering
Beijing Institute of Technology 1988 — 1992
BS, Chemical Engineering
Kamal Desai's Wachovia, A Wells Fargo Company Experience 2000 - 2004
Job VP at Wachovia Bank/Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2007 - Present
Bank of America 2004 - 2007
Wachovia, A Wells Fargo Company 2000 - 2004
Skills
Econometric Modeling, Customer Analytics, Segmentation, Analytics, Database Marketing, SAS, Data Mining, Forecasting, Direct Marketing, Modeling, Statistics, SQL, E-commerce, Financial Analysis, Banking, Customer Analysis, Financial Services
Education
Clark University 1991 — 1996
Ph.D., Economics
Northeastern University 1990 — 1991
M.S, Economics
Bangalore University 1983 — 1988
B.Engg, Industrial Engg
Kadivala Middle School
Kadivala Middle School
Wells Fargo July 2007 - Present
Bank of America 2004 - 2007
Wachovia, A Wells Fargo Company 2000 - 2004
Skills
Econometric Modeling, Customer Analytics, Segmentation, Analytics, Database Marketing, SAS, Data Mining, Forecasting, Direct Marketing, Modeling, Statistics, SQL, E-commerce, Financial Analysis, Banking, Customer Analysis, Financial Services
Education
Clark University 1991 — 1996
Ph.D., Economics
Northeastern University 1990 — 1991
M.S, Economics
Bangalore University 1983 — 1988
B.Engg, Industrial Engg
Kadivala Middle School
Kadivala Middle School
Matt Winmill's Wachovia, A Wells Fargo Company Experience March 2004 - July 2009
Job Analytics Consultant 2 at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo June 2013 - Present
Wells Fargo November 2011 - June 2013
Wells Fargo July 2009 - November 2011
Wachovia, A Wells Fargo Company March 2004 - July 2009
Archer Management Service 2003 - 2004
Skills
Banking, Business Analysis, Analytics, Microsoft SQL Server, SSRS, SSIS, SharePoint, Crystal Reports, Xcelius, Business Objects, SharePoint Designer, Requirements Gathering, Databases, Data Analysis
Education
Texas A&M University-San Antonio 2008 — 2010
Bachelor of Applied Arts & Science, Business Administration
Northwest Vista College 2005 — 2008
Associates, Computer Support
Bellevue Community College 2002 — 2004
General Studies
Wells Fargo June 2013 - Present
Wells Fargo November 2011 - June 2013
Wells Fargo July 2009 - November 2011
Wachovia, A Wells Fargo Company March 2004 - July 2009
Archer Management Service 2003 - 2004
Skills
Banking, Business Analysis, Analytics, Microsoft SQL Server, SSRS, SSIS, SharePoint, Crystal Reports, Xcelius, Business Objects, SharePoint Designer, Requirements Gathering, Databases, Data Analysis
Education
Texas A&M University-San Antonio 2008 — 2010
Bachelor of Applied Arts & Science, Business Administration
Northwest Vista College 2005 — 2008
Associates, Computer Support
Bellevue Community College 2002 — 2004
General Studies
Sarah Muenow's Wachovia, A Wells Fargo Company Experience October 2002 - December 2007
Job Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2007 - Present
Wachovia, A Wells Fargo Company October 2002 - December 2007
Skills
Vendor Management, Real Estate, Financial Analysis, Portfolio Management, Contract Negotiation, Asset Managment, Mergers, Negotiation, Relationship Management, Strategic Planning, Budgets, Program Management, Project Management, Mergers & Acquisitions, Strategy, Commercial Real Estate
Education
Auburn University 1976 — 1980
BS, Marketing
Wells Fargo December 2007 - Present
Wachovia, A Wells Fargo Company October 2002 - December 2007
Skills
Vendor Management, Real Estate, Financial Analysis, Portfolio Management, Contract Negotiation, Asset Managment, Mergers, Negotiation, Relationship Management, Strategic Planning, Budgets, Program Management, Project Management, Mergers & Acquisitions, Strategy, Commercial Real Estate
Education
Auburn University 1976 — 1980
BS, Marketing
Sumanth Sridhar's Wachovia, A Wells Fargo Company Experience November 2006 - Present
Job VP, Wells Fargo Securities
Industry Information Technology and Services
Experience
Wachovia, A Wells Fargo Company November 2006 - Present
Informeta LLC April 2003 - October 2006
Mphasis 1999 - 2002
Skills
Grid Computing, Oracle Coherence, Derivatives, Distributed Systems
Education
Marist College 2002 — 2004
Masters, Computer Science
Bangalore University 1994 — 1998
Bachelors, Electronics and Communication
Wachovia, A Wells Fargo Company November 2006 - Present
Informeta LLC April 2003 - October 2006
Mphasis 1999 - 2002
Skills
Grid Computing, Oracle Coherence, Derivatives, Distributed Systems
Education
Marist College 2002 — 2004
Masters, Computer Science
Bangalore University 1994 — 1998
Bachelors, Electronics and Communication
Peter Bryan's Wachovia, A Wells Fargo Company Experience October 2005 - December 2010
Job Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities January 2011 - Present
Wachovia, a Wells Fargo Company October 2005 - December 2010
Morgan Stanley January 1993 - October 2005
Nomura Research Institute of America 1990 - 1993
Skills
Derivatives, Middle Office, Series 7, Trading, Structured Products, Equities, Fixed Income, Risk Management, Financial Services, Settlement, Commodity, Capital Markets, Investments, Banking, Bloomberg, Securities, Investment Banking
Education
Baruch College, City University of New York (CUNY) 1992 — 1996
MBA, Finance and Investments
State University of New York at Buffalo - School of Management 1986 — 1990
BS, Accounting
Wells Fargo Securities January 2011 - Present
Wachovia, a Wells Fargo Company October 2005 - December 2010
Morgan Stanley January 1993 - October 2005
Nomura Research Institute of America 1990 - 1993
Skills
Derivatives, Middle Office, Series 7, Trading, Structured Products, Equities, Fixed Income, Risk Management, Financial Services, Settlement, Commodity, Capital Markets, Investments, Banking, Bloomberg, Securities, Investment Banking
Education
Baruch College, City University of New York (CUNY) 1992 — 1996
MBA, Finance and Investments
State University of New York at Buffalo - School of Management 1986 — 1990
BS, Accounting
Josh Berengut's Wachovia, A Wells Fargo Company Experience June 2009 - July 2012
Job MBA 2014 Baruch Zicklin School of Business
Industry Oil & Energy
Experience
CodeGreen Solutions August 2013 - Present
Wachovia, A Wells Fargo Company June 2009 - July 2012
Wells Fargo Financial February 2008 - November 2008
Enterprise Rent-A-Car June 2005 - January 2008
ING DIRECT June 2004 - June 2005
Skills
Credit, Banking, Loans, Sales, Microsoft Excel, Customer Service, Mortgage Lending, Credit Analysis, Cold Calling, Financial Analysis, Budgets, Investments, Management, Marketing, Portfolio Management, Microsoft Office, Project Management, Analysis, Accounting
Education
Baruch College 2012 — 2014
Master of Business Administration (MBA), Finance and Sustainable Business - dual major, 3.7 GPA
University of Delaware 2000 — 2004
B.S. Bus Admin, Marketing/Economics
CodeGreen Solutions August 2013 - Present
Wachovia, A Wells Fargo Company June 2009 - July 2012
Wells Fargo Financial February 2008 - November 2008
Enterprise Rent-A-Car June 2005 - January 2008
ING DIRECT June 2004 - June 2005
Skills
Credit, Banking, Loans, Sales, Microsoft Excel, Customer Service, Mortgage Lending, Credit Analysis, Cold Calling, Financial Analysis, Budgets, Investments, Management, Marketing, Portfolio Management, Microsoft Office, Project Management, Analysis, Accounting
Education
Baruch College 2012 — 2014
Master of Business Administration (MBA), Finance and Sustainable Business - dual major, 3.7 GPA
University of Delaware 2000 — 2004
B.S. Bus Admin, Marketing/Economics
Jimmy Solari's Wachovia, A Wells Fargo Company Experience 2008 - 2009
Job Registered Personal Banker 2 at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2010 - Present
Wachovia Bank November 2008 - Present
Wachovia, A Wells Fargo Company 2008 - 2009
South Point Nissan March 2008 - November 2008
South Point Pontiac/GMC January 2006 - February 2008
Roger Beasley Mazda August 2004 - January 2006
Four Seasons Hotels and Resorts January 1997 - August 2004
Education
Texas State University 1997 — 2000
Finance, Business
Austin Community College 1994 — 1997
Pre-Finance, Finance, Accounting, Business
Wells Fargo January 2010 - Present
Wachovia Bank November 2008 - Present
Wachovia, A Wells Fargo Company 2008 - 2009
South Point Nissan March 2008 - November 2008
South Point Pontiac/GMC January 2006 - February 2008
Roger Beasley Mazda August 2004 - January 2006
Four Seasons Hotels and Resorts January 1997 - August 2004
Education
Texas State University 1997 — 2000
Finance, Business
Austin Community College 1994 — 1997
Pre-Finance, Finance, Accounting, Business
Robert Maund's Wachovia, A Wells Fargo Company Experience December 2004 - January 2009
Job Senior Director, Eastern U.S. Markets Abbot Downing (a Wells Fargo business)
Industry Investment Management
Experience
Abbot Downing, a Wells Fargo business January 2011 - Present
Wells Fargo Private Bank January 2009 - January 2011
Wachovia, A Wells Fargo Company December 2004 - January 2009
PNC June 2000 - November 2004
First Union National Bank September 1987 - June 2000
Skills
Wealth Management, Portfolio Management, Series 7, Investments, Credit, Banking, Loans, Asset Allocation, Asset Managment, Commercial Lending, Commercial Banking, Strategic Financial..., Credit Analysis, Corporate Finance, Underwriting, Investment Advisory, Investment Banking, Equities, Retirement Planning, Capital Markets
Education
Auburn University 1983 — 1987
Bachelor’s Degree, Business Administration
Westside High School, Augusta, GA 1980 — 1983
Abbot Downing, a Wells Fargo business January 2011 - Present
Wells Fargo Private Bank January 2009 - January 2011
Wachovia, A Wells Fargo Company December 2004 - January 2009
PNC June 2000 - November 2004
First Union National Bank September 1987 - June 2000
Skills
Wealth Management, Portfolio Management, Series 7, Investments, Credit, Banking, Loans, Asset Allocation, Asset Managment, Commercial Lending, Commercial Banking, Strategic Financial..., Credit Analysis, Corporate Finance, Underwriting, Investment Advisory, Investment Banking, Equities, Retirement Planning, Capital Markets
Education
Auburn University 1983 — 1987
Bachelor’s Degree, Business Administration
Westside High School, Augusta, GA 1980 — 1983
Lisa Manzanarez's Wachovia, A Wells Fargo Company Experience January 2010 - Present
Job Transition Manager at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company January 2010 - Present
Wachovia August 1983 - September 2008
Wachovia Bank January 2001 - January 2008
Wachovia January 1997 - January 2001
Wachovia January 1994 - January 1999
First Union January 1990 - January 1994
Education
Averett University 1975 — 1979
BS, Retail/Mangement
Averett College
BS, Business Management
Wachovia, A Wells Fargo Company January 2010 - Present
Wachovia August 1983 - September 2008
Wachovia Bank January 2001 - January 2008
Wachovia January 1997 - January 2001
Wachovia January 1994 - January 1999
First Union January 1990 - January 1994
Education
Averett University 1975 — 1979
BS, Retail/Mangement
Averett College
BS, Business Management
Frank Garcia III's Wachovia, A Wells Fargo Company Experience February 2007 - April 2008
Job Vice President Latin America, Estate and Succession Planning Consultant
Industry Financial Services
Experience
Harvard Business Review June 2012 - Present
International Planning Group 2012 - 2015
Raymond James & Associates May 2008 - March 2012
Wachovia, A Wells Fargo Company February 2007 - April 2008
Banif Securities 2005 - 2007
UBS March 2003 - June 2005
Credit Suisse Asset Management April 2001 - March 2003
Prudential Investments October 1996 - April 2001
Merrill Lynch October 1993 - October 1996
Citibank - Porto Alegre 1987 - 1988
Skills
Retirement Planning, Financial Planning, 401k Rollovers, Global Asset Allocation, Strategic Planning, Municipal Bonds, Estate Tax Planning, Global Fixed Income, Global Management, International Securities, Model Portfolios, Portfolio Strategy, Brazilian Portuguese, Spanish, International Bonds, Financial Advice, Portfolio Management, Bonds, Financial Advisory, Asset Allocation, Investment Advisory, Capital Markets, Fixed Income, Alternative Investments, Strategic Financial..., Mutual Funds, Wealth Management, Investment Banking, Asset Management, Wealth Management..., Finance, Business Planning, Insurance, Securities, Investment Strategies, Financial Markets, Series 7, Equities, High Net Worth..., Wealth, Private Banking, Life Insurance, Financial Planners, Hedge Funds, Structured Products, Estate Planning, Investments, Emerging Markets
Education
Barry University 2006 — 2007
CFP, Certified Financial Planner
Universidade Federal Rural do Rio de Janeiro 1976 — 1981
Agriculture Engineer, Engineering
Harvard Business Review June 2012 - Present
International Planning Group 2012 - 2015
Raymond James & Associates May 2008 - March 2012
Wachovia, A Wells Fargo Company February 2007 - April 2008
Banif Securities 2005 - 2007
UBS March 2003 - June 2005
Credit Suisse Asset Management April 2001 - March 2003
Prudential Investments October 1996 - April 2001
Merrill Lynch October 1993 - October 1996
Citibank - Porto Alegre 1987 - 1988
Skills
Retirement Planning, Financial Planning, 401k Rollovers, Global Asset Allocation, Strategic Planning, Municipal Bonds, Estate Tax Planning, Global Fixed Income, Global Management, International Securities, Model Portfolios, Portfolio Strategy, Brazilian Portuguese, Spanish, International Bonds, Financial Advice, Portfolio Management, Bonds, Financial Advisory, Asset Allocation, Investment Advisory, Capital Markets, Fixed Income, Alternative Investments, Strategic Financial..., Mutual Funds, Wealth Management, Investment Banking, Asset Management, Wealth Management..., Finance, Business Planning, Insurance, Securities, Investment Strategies, Financial Markets, Series 7, Equities, High Net Worth..., Wealth, Private Banking, Life Insurance, Financial Planners, Hedge Funds, Structured Products, Estate Planning, Investments, Emerging Markets
Education
Barry University 2006 — 2007
CFP, Certified Financial Planner
Universidade Federal Rural do Rio de Janeiro 1976 — 1981
Agriculture Engineer, Engineering
Galin Hodges, SPHR, MAM's Wachovia, A Wells Fargo Company Experience March 2006 - October 2009
Job Senior Recruiter / HR Generalist
Industry Human Resources
Experience
Intelligent Staffing and Consulting April 2010 - Present
Wachovia, A Wells Fargo Company March 2006 - October 2009
Golden West Financial March 2006 - October 2009
Wells Fargo March 2006 - October 2009
Cummins Central Power, LLC June 1985 - March 2006
Iowa Beef Processors, Inc. May 1979 - March 1984
Education
Bellevue University 1994 — 1995
Masters of Arts in Management, Management
University of Nebraska-Lincoln 1969 — 1974
BS Accounting, Accounting, economics
Intelligent Staffing and Consulting April 2010 - Present
Wachovia, A Wells Fargo Company March 2006 - October 2009
Golden West Financial March 2006 - October 2009
Wells Fargo March 2006 - October 2009
Cummins Central Power, LLC June 1985 - March 2006
Iowa Beef Processors, Inc. May 1979 - March 1984
Education
Bellevue University 1994 — 1995
Masters of Arts in Management, Management
University of Nebraska-Lincoln 1969 — 1974
BS Accounting, Accounting, economics
Deepak G. Shetty's Wachovia, A Wells Fargo Company Experience December 1999 - October 2010
Job Operations Project Manager at Bank of America
Industry Financial Services
Experience
Bank of America December 2010 - Present
Wachovia, A Wells Fargo Company December 1999 - October 2010
Education
University of South Florida 1994 — 1996
MS, Environmental Engineering
Bangalore Institute Of Technology 1988 — 1992
BS, Civil Engineering
Bank of America December 2010 - Present
Wachovia, A Wells Fargo Company December 1999 - October 2010
Education
University of South Florida 1994 — 1996
MS, Environmental Engineering
Bangalore Institute Of Technology 1988 — 1992
BS, Civil Engineering
David Damcott CMA's Wachovia, A Wells Fargo Company Experience November 2000 - September 2006
Job VP Financial Planning & Analysis at TIAACREF
Industry Banking
Experience
TIAA-CREF June 2009 - Present
Bank of America September 2006 - March 2009
Wachovia, A Wells Fargo Company November 2000 - September 2006
BB&T CORPORATION – One Valley Bank March 1999 - November 2000
Wachovia, A Wells Fargo Company August 1995 - March 1998
Black & Decker April 1984 - August 1995
GE September 1972 - April 1984
Skills
Forecasting, Activity Based Costing, Cross-functional Team..., Finance, Process Improvement, Strategic Financial...
Education
Baylor University - Hankamer School of Business 1971 — 1972
MBA, Accounting
West Virginia Wesleyan College 1967 — 1971
BS, Accounting
TIAA-CREF June 2009 - Present
Bank of America September 2006 - March 2009
Wachovia, A Wells Fargo Company November 2000 - September 2006
BB&T CORPORATION – One Valley Bank March 1999 - November 2000
Wachovia, A Wells Fargo Company August 1995 - March 1998
Black & Decker April 1984 - August 1995
GE September 1972 - April 1984
Skills
Forecasting, Activity Based Costing, Cross-functional Team..., Finance, Process Improvement, Strategic Financial...
Education
Baylor University - Hankamer School of Business 1971 — 1972
MBA, Accounting
West Virginia Wesleyan College 1967 — 1971
BS, Accounting
Carlson H. Byron Jr's Wachovia, A Wells Fargo Company Experience 2004 - 2009
Job Experienced Securities and IT Professional
Industry Financial Services
Experience
Apex Systems (Contractor at Wells Fargo) July 2011 - January 2013
Wachovia Securities, LLC July 2004 - March 2009
Wachovia, A Wells Fargo Company 2004 - 2009
First Clearing Corp 2004 - 2009
Refco Securities LLC October 2000 - December 2003
SGCOWEN April 1987 - October 2000
Skills
Account Reconciliation, Settlement, Securities, Trading, Management, Fixed Income, Mutual Funds, Equities, Analysis, Series 7, Credit, Financial Analysis, Risk Management, Process Improvement, Business Analysis, Back Office, Access, Banking, Cash Management, Financial Services, Asset Management
Education
ECPI University 2009 — 2010
Associates in Applied Sciences, Computer Science focus on Network Security
Baruch College, City University of New York (CUNY) 1990 — 1994
BBA, Finance
New York City Technical College 1986 — 1988
AAS, Accounting
Apex Systems (Contractor at Wells Fargo) July 2011 - January 2013
Wachovia Securities, LLC July 2004 - March 2009
Wachovia, A Wells Fargo Company 2004 - 2009
First Clearing Corp 2004 - 2009
Refco Securities LLC October 2000 - December 2003
SGCOWEN April 1987 - October 2000
Skills
Account Reconciliation, Settlement, Securities, Trading, Management, Fixed Income, Mutual Funds, Equities, Analysis, Series 7, Credit, Financial Analysis, Risk Management, Process Improvement, Business Analysis, Back Office, Access, Banking, Cash Management, Financial Services, Asset Management
Education
ECPI University 2009 — 2010
Associates in Applied Sciences, Computer Science focus on Network Security
Baruch College, City University of New York (CUNY) 1990 — 1994
BBA, Finance
New York City Technical College 1986 — 1988
AAS, Accounting
Cedric C. Ellis's Wachovia, A Wells Fargo Company Experience 2004 - 2005
Job Senior Vice President & Chief Human Resources Officer at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group January 2014 - Present
CUNA Mutual Group September 2005 - Present
Wachovia, A Wells Fargo Company 2004 - 2005
Fireman's Fund Insurance Company March 2001 - August 2004
Aetna 1986 - 2001
The Hartford February 1997 - March 1998
Quest Diagnostics July 1996 - January 1997
Education
Assumption College 1980 — 1984
BA, English and Social Rehabilitation
Assumption College 1980 — 1984
Bachelor of Arts (BA), Social Rehabilitation and English
CUNA Mutual Group January 2014 - Present
CUNA Mutual Group September 2005 - Present
Wachovia, A Wells Fargo Company 2004 - 2005
Fireman's Fund Insurance Company March 2001 - August 2004
Aetna 1986 - 2001
The Hartford February 1997 - March 1998
Quest Diagnostics July 1996 - January 1997
Education
Assumption College 1980 — 1984
BA, English and Social Rehabilitation
Assumption College 1980 — 1984
Bachelor of Arts (BA), Social Rehabilitation and English
Pandora Kangas's Wachovia, A Wells Fargo Company Experience 2009 - 2009
Job Professional at Wells Fargo
Industry Financial Services
Experience
Carlisle and Gallagher 2012 - 2013
Wells Fargo 2009 - 2011
Wachovia, A Wells Fargo Company 2009 - 2009
Wachovia, A Wells Fargo Company 2006 - 2008
Wachovia, A Wells Fargo Company 1995 - 2006
Skills
Mortgage, Credit, Strategic Planning, Cross Selling, Mortgage Lending, Creative Development, Customer Acquisition, Analytics, Online Marketing, Customer Experience, Business Development, Finance, Leadership, Creative Direction, Mergers & Acquisitions, Strategy, Loans, Management, Sales
Education
University of North Carolina at Wilmington 2004 — 2006
Master of Business Administration
Bard College at Simon's Rock 1981 — 1985
Bachelor of Arts and Aesthetics
Carlisle and Gallagher 2012 - 2013
Wells Fargo 2009 - 2011
Wachovia, A Wells Fargo Company 2009 - 2009
Wachovia, A Wells Fargo Company 2006 - 2008
Wachovia, A Wells Fargo Company 1995 - 2006
Skills
Mortgage, Credit, Strategic Planning, Cross Selling, Mortgage Lending, Creative Development, Customer Acquisition, Analytics, Online Marketing, Customer Experience, Business Development, Finance, Leadership, Creative Direction, Mergers & Acquisitions, Strategy, Loans, Management, Sales
Education
University of North Carolina at Wilmington 2004 — 2006
Master of Business Administration
Bard College at Simon's Rock 1981 — 1985
Bachelor of Arts and Aesthetics
Rishikesh Khanore's Wachovia, A Wells Fargo Company Experience January 2002 - July 2003
Job Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2015 - Present
Bridgewater Associates May 2013 - Present
Bloomberg July 2006 - May 2014
Goldman Sachs June 2005 - July 2006
Bloomberg LP July 2004 - June 2005
Deutsche Bank August 2003 - July 2004
Wachovia, A Wells Fargo Company January 2002 - July 2003
Enron May 2001 - January 2002
Bed Bath & Beyond October 2000 - May 2001
JP Morgan Chase November 1998 - October 2000
Skills
Java, XML, SQL, SQL Server, Databases, C++, JavaScript, PL/SQL, Unix, Customer Relations, .NET, C#, Problem Solving, Software Development, Visual Basic, Analysis, ASP.NET, Windows, Access, Visual Studio, C, Web Services, J2EE, HTML, Architecture, SOA, JSP, People Management, Programming, Strategic Planning, UML, VB.NET, Program Management, Business Strategy, IT Management, Agile, Software Project..., Process Engineering, Agile Methodologies, Microsoft SQL Server, Software Product..., Technical Product..., Scrum, Agile Project Management, Business Analysis, SDLC, Consulting, Leadership, Requirements Analysis, Management
Education
Scrum Alliance, Inc. 2013 — 2013
Certified ScrumMaster
Management and Strategy Institute
Six Sigma Lean Professional
Atomic Energy Central School 1975 — 1989
Atomic Energy Junior College
High School
Boston Institute Of Management Science
Post Graduate Diploma, Software Application Engineering
University of Pune
Bachelor's degree, Instrumentation
Credit Suisse January 2015 - Present
Bridgewater Associates May 2013 - Present
Bloomberg July 2006 - May 2014
Goldman Sachs June 2005 - July 2006
Bloomberg LP July 2004 - June 2005
Deutsche Bank August 2003 - July 2004
Wachovia, A Wells Fargo Company January 2002 - July 2003
Enron May 2001 - January 2002
Bed Bath & Beyond October 2000 - May 2001
JP Morgan Chase November 1998 - October 2000
Skills
Java, XML, SQL, SQL Server, Databases, C++, JavaScript, PL/SQL, Unix, Customer Relations, .NET, C#, Problem Solving, Software Development, Visual Basic, Analysis, ASP.NET, Windows, Access, Visual Studio, C, Web Services, J2EE, HTML, Architecture, SOA, JSP, People Management, Programming, Strategic Planning, UML, VB.NET, Program Management, Business Strategy, IT Management, Agile, Software Project..., Process Engineering, Agile Methodologies, Microsoft SQL Server, Software Product..., Technical Product..., Scrum, Agile Project Management, Business Analysis, SDLC, Consulting, Leadership, Requirements Analysis, Management
Education
Scrum Alliance, Inc. 2013 — 2013
Certified ScrumMaster
Management and Strategy Institute
Six Sigma Lean Professional
Atomic Energy Central School 1975 — 1989
Atomic Energy Junior College
High School
Boston Institute Of Management Science
Post Graduate Diploma, Software Application Engineering
University of Pune
Bachelor's degree, Instrumentation
David Decero's Wachovia, A Wells Fargo Company Experience July 2004 - October 2009
Job Senior Vice President at Bank of Arizona
Industry Banking
Experience
Bank of Arizona October 2009 - Present
Wachovia, A Wells Fargo Company July 2004 - October 2009
LaSalle Bank 2000 - 2004
Skills
Small Business Lending, Commercial Lending, Credit, Loans, Credit Analysis, Commercial Banking, Asset Based Lending, Credit Risk, Commercial Mortgages, Lines Of Credit, Portfolio Management, Consumer Lending, Retail Banking, Financial Analysis, Banking, Underwriting, Cash Management, Mortgage Lending, Treasury Management, Mergers & Acquisitions, Private Banking, Finance, Relationship Management, Loan Origination, Investments, Financial Services, Risk Management, SBA, Cross Selling, Mortgage Banking
Education
Augustana College 1985 — 1989
B.A., Business Administration
Bank of Arizona October 2009 - Present
Wachovia, A Wells Fargo Company July 2004 - October 2009
LaSalle Bank 2000 - 2004
Skills
Small Business Lending, Commercial Lending, Credit, Loans, Credit Analysis, Commercial Banking, Asset Based Lending, Credit Risk, Commercial Mortgages, Lines Of Credit, Portfolio Management, Consumer Lending, Retail Banking, Financial Analysis, Banking, Underwriting, Cash Management, Mortgage Lending, Treasury Management, Mergers & Acquisitions, Private Banking, Finance, Relationship Management, Loan Origination, Investments, Financial Services, Risk Management, SBA, Cross Selling, Mortgage Banking
Education
Augustana College 1985 — 1989
B.A., Business Administration
Julie Kelley Dayvault's Wachovia, A Wells Fargo Company Experience 2009 - May 2011
Job Technical Writer at Wachovia, A Wells Fargo Company
Industry Writing and Editing
Experience
Wachovia, A Wells Fargo Company 2009 - May 2011
Wachovia 1997 - 2009
Skills
Technical Writing, SnagIt, Microsoft Office, Microsoft Word, Leadership, Editing, Public Speaking, Microsoft Excel, Customer Service, Visio, Software Documentation, Team Building
Education
Auburn University 1984 — 1986
M.Ed., Instructional Design
Wachovia, A Wells Fargo Company 2009 - May 2011
Wachovia 1997 - 2009
Skills
Technical Writing, SnagIt, Microsoft Office, Microsoft Word, Leadership, Editing, Public Speaking, Microsoft Excel, Customer Service, Visio, Software Documentation, Team Building
Education
Auburn University 1984 — 1986
M.Ed., Instructional Design
Garry Farmer's Wachovia, A Wells Fargo Company Experience August 2003 - August 2009
Job Operational Risk Consultant at Wells Fargo, International Operations
Industry Banking
Experience
Wells Fargo, International Operations August 2003 - Present
Wachovia, A Wells Fargo Company August 2003 - August 2009
Education
Belmont Abbey College 1970 — 1972
BA, Accounting
Wells Fargo, International Operations August 2003 - Present
Wachovia, A Wells Fargo Company August 2003 - August 2009
Education
Belmont Abbey College 1970 — 1972
BA, Accounting
Jamie Revels's Wachovia, A Wells Fargo Company Experience September 2003 - September 2008
Job Business System Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2012 - Present
Wells Fargo September 2008 - August 2012
Wachovia, A Wells Fargo Company September 2003 - September 2008
Skills
Team Leadership, Management, Banking, Business Analysis, Telecommunications, Networking, Databases, Requirements Analysis, Business Intelligence
Education
Belmont Abbey College 1999 — 2002
BS, Computer Information & Managment Information Systems
Wells Fargo August 2012 - Present
Wells Fargo September 2008 - August 2012
Wachovia, A Wells Fargo Company September 2003 - September 2008
Skills
Team Leadership, Management, Banking, Business Analysis, Telecommunications, Networking, Databases, Requirements Analysis, Business Intelligence
Education
Belmont Abbey College 1999 — 2002
BS, Computer Information & Managment Information Systems
Chester Gilmore's Wachovia, A Wells Fargo Company Experience June 2006 - October 2011
Job Vice President, Retail Sales and Service Manager at Essex Bank
Industry Banking
Experience
Essex Bank July 2014 - Present
Essex Bank October 2011 - July 2014
Wachovia, A Wells Fargo Company June 2006 - October 2011
Coverall Health-Based Cleaning System October 1995 - January 2010
Colonial Life and Accident February 2004 - 2006
Icon Foods LLC. T/A Zero's SUBS November 1995 - April 2004
US Air Force May 1987 - November 1995
Skills
Small Business Lending, Banking, Credit, Commercial Lending, Portfolio Management, Financial Analysis, Credit Analysis, Underwriting, Series 63, Series 7, Customer Service, Mutual Funds, Strategic Planning, Loans, Process Improvement, Management, Financial Services, Mortgage Lending
Education
Averett University
Bachelors, Business Administration and Management
Essex Bank July 2014 - Present
Essex Bank October 2011 - July 2014
Wachovia, A Wells Fargo Company June 2006 - October 2011
Coverall Health-Based Cleaning System October 1995 - January 2010
Colonial Life and Accident February 2004 - 2006
Icon Foods LLC. T/A Zero's SUBS November 1995 - April 2004
US Air Force May 1987 - November 1995
Skills
Small Business Lending, Banking, Credit, Commercial Lending, Portfolio Management, Financial Analysis, Credit Analysis, Underwriting, Series 63, Series 7, Customer Service, Mutual Funds, Strategic Planning, Loans, Process Improvement, Management, Financial Services, Mortgage Lending
Education
Averett University
Bachelors, Business Administration and Management
Muntazir Somji's Wachovia, A Wells Fargo Company Experience Messaging EngineerWells Fargo2009 - Present
Job Messaging Engineer at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company Messaging EngineerWells Fargo2009 - Present
Wells Fargo Bank 2005 - Present
Merrill Lynch 1988 - 1998
Skills
Enterprise Architecture, Disaster Recovery, Blackberry Enterprise..., Blackberry, Lotus Notes, Vendor Management, Microsoft Exchange, Servers, Active Directory, IT Management, Messaging, VMware, IT Strategy, SDLC, SharePoint, Visio, System Deployment, ITIL, Virtualization, Windows Server, Business Analysis, Integration, System Administration
Education
Baruch College, City University of New York (CUNY)
B.S., Systems Analysis
Baruch College, City University of New York (CUNY)
Bachelor's degree, Computer Systems Analysis
Wachovia, A Wells Fargo Company Messaging EngineerWells Fargo2009 - Present
Wells Fargo Bank 2005 - Present
Merrill Lynch 1988 - 1998
Skills
Enterprise Architecture, Disaster Recovery, Blackberry Enterprise..., Blackberry, Lotus Notes, Vendor Management, Microsoft Exchange, Servers, Active Directory, IT Management, Messaging, VMware, IT Strategy, SDLC, SharePoint, Visio, System Deployment, ITIL, Virtualization, Windows Server, Business Analysis, Integration, System Administration
Education
Baruch College, City University of New York (CUNY)
B.S., Systems Analysis
Baruch College, City University of New York (CUNY)
Bachelor's degree, Computer Systems Analysis
Shervane Browne, MACC's Wachovia, A Wells Fargo Company Experience January 2010 - October 2010
Job Senior Tax Associate at Grant Thornton, LLP
Industry Accounting
Experience
Grant Thornton LLP December 2014 - Present
Mary E Prados, CPA, PA July 2014 - November 2014
CBIZ MHM, LLC February 2011 - June 2014
Tenet Healthcare October 2010 - February 2011
Wachovia, A Wells Fargo Company January 2010 - October 2010
CBIZ MHM, LLC February 2007 - April 2008
Skills
Tax Preparation, Tax, Accounts Receivable, Tax Research, Partnership Taxation, Corporate Tax, Finance, Financial Reporting, Tax Accounting, Income Tax, US GAAP, Journal Entries, QuickBooks, FIN 48, S Corporations, Tax Returns, Fixed Assets, ProSystem fx Tax, Consolidation, State Tax, Tax Advisory, International Tax, GAAP
Education
Nova Southeastern University 2009 — 2011
Master, Accounting
Barry University 2005 — 2009
Bachelor, Accounting
Grant Thornton LLP December 2014 - Present
Mary E Prados, CPA, PA July 2014 - November 2014
CBIZ MHM, LLC February 2011 - June 2014
Tenet Healthcare October 2010 - February 2011
Wachovia, A Wells Fargo Company January 2010 - October 2010
CBIZ MHM, LLC February 2007 - April 2008
Skills
Tax Preparation, Tax, Accounts Receivable, Tax Research, Partnership Taxation, Corporate Tax, Finance, Financial Reporting, Tax Accounting, Income Tax, US GAAP, Journal Entries, QuickBooks, FIN 48, S Corporations, Tax Returns, Fixed Assets, ProSystem fx Tax, Consolidation, State Tax, Tax Advisory, International Tax, GAAP
Education
Nova Southeastern University 2009 — 2011
Master, Accounting
Barry University 2005 — 2009
Bachelor, Accounting
Manisha Pimpare's Wachovia, A Wells Fargo Company Experience March 2010 - October 2010
Job Sr J2EE Programmer at AT&T
Industry Information Technology and Services
Experience
ACI Worldwide October 2013 - June 2014
AT&T March 2013 - October 2013
Hewlett-Packard July 2011 - November 2012
Verizon Wireless (Worldwide Wireless) October 2010 - March 2011
Wachovia a wells fargo company March 2010 - October 2010
Starwood Hotels & Resorts Worldwide, Inc. December 2007 - March 2010
Tata Consultancy Services February 2002 - 2007
PATNI June 2000 - January 2002
Education
Babasaheb Bhimrao Ambedkar University 1997 — 2000
BE, Computers
Jawaharlal Nehru Engineering college
Sharda Mandir Aurangabad
ACI Worldwide October 2013 - June 2014
AT&T March 2013 - October 2013
Hewlett-Packard July 2011 - November 2012
Verizon Wireless (Worldwide Wireless) October 2010 - March 2011
Wachovia a wells fargo company March 2010 - October 2010
Starwood Hotels & Resorts Worldwide, Inc. December 2007 - March 2010
Tata Consultancy Services February 2002 - 2007
PATNI June 2000 - January 2002
Education
Babasaheb Bhimrao Ambedkar University 1997 — 2000
BE, Computers
Jawaharlal Nehru Engineering college
Sharda Mandir Aurangabad
Farmer Garry's Wachovia, A Wells Fargo Company Experience August 2009 - March 2010
Job Operational Risk Consultant at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank August 2010 - Present
Wachovia, A Wells Fargo Company August 2009 - March 2010
Wachovia Bank May 2004 - June 2009
CHF Industries March 1996 - August 2002
Sandoz Chemicals Corporate May 1985 - May 1989
Education
Belmont Abbey College
Bachelor's degree, Accounting
Wells Fargo Bank August 2010 - Present
Wachovia, A Wells Fargo Company August 2009 - March 2010
Wachovia Bank May 2004 - June 2009
CHF Industries March 1996 - August 2002
Sandoz Chemicals Corporate May 1985 - May 1989
Education
Belmont Abbey College
Bachelor's degree, Accounting
Rick Zorovich's Wachovia, A Wells Fargo Company Experience 1999 - 2003
Job Commercial Real Estate Broker
Industry Commercial Real Estate
Experience
Delray Industrial Park Associates, Inc. February 2004 - Present
ICS, Inc. February 2003 - Present
Warehouse Management Services, Inc. February 2003 - Present
Wachovia, A Wells Fargo Company 1999 - 2003
Skills
Leases, Tenant, Property Management, Landlord, Industrial Buildings, Commercial Real Estate, Office Buildings, Retail Buildings, Brokerage, Real Estate, Sellers, Contract Negotiation, Tenant Representation, Investment Properties, 1031 Exchanges, Lease Negotiations, Negotiation, Real Property, Landlords, Real Estate Economics, Location Intelligence, Corporate Real Estate, Real Estate Financing, Real Estate Development, Property, Real Estate Transactions, Investments, Disposition, Land Acquisition, Loans
Education
Belmont Abbey College 1987 — 1991
Bachelor of Arts (BA), Economics
Delray Industrial Park Associates, Inc. February 2004 - Present
ICS, Inc. February 2003 - Present
Warehouse Management Services, Inc. February 2003 - Present
Wachovia, A Wells Fargo Company 1999 - 2003
Skills
Leases, Tenant, Property Management, Landlord, Industrial Buildings, Commercial Real Estate, Office Buildings, Retail Buildings, Brokerage, Real Estate, Sellers, Contract Negotiation, Tenant Representation, Investment Properties, 1031 Exchanges, Lease Negotiations, Negotiation, Real Property, Landlords, Real Estate Economics, Location Intelligence, Corporate Real Estate, Real Estate Financing, Real Estate Development, Property, Real Estate Transactions, Investments, Disposition, Land Acquisition, Loans
Education
Belmont Abbey College 1987 — 1991
Bachelor of Arts (BA), Economics
Marsha Harbers's Wachovia, A Wells Fargo Company Experience November 1998 - December 2000
Job Executive Assistant at BankUnited, N.A.
Industry Banking
Experience
BankUnited, N.A. May 2012 - Present
Regions Financial Corporation October 2002 - May 2012
Wachovia, A Wells Fargo Company November 1998 - December 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Lotus Notes, Outlook, PowerPoint, Adobe Professional
Education
Belmont Abbey College 1982 — 1986
Bachelor of Arts, Accounting
BankUnited, N.A. May 2012 - Present
Regions Financial Corporation October 2002 - May 2012
Wachovia, A Wells Fargo Company November 1998 - December 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Lotus Notes, Outlook, PowerPoint, Adobe Professional
Education
Belmont Abbey College 1982 — 1986
Bachelor of Arts, Accounting
Jessica Rosen's Wachovia, A Wells Fargo Company Experience April 1994 - February 2003
Job Principal at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group May 2005 - Present
JP Morgan June 2004 - August 2004
Wachovia, A Wells Fargo Company April 1994 - February 2003
Skills
High Yield, Credit, Capital Markets, Alternative Investments, Financial Modeling, Valuation, Fixed Income, Credit Analysis, Bonds, Debt Restructuring, Loans, Financial Structuring, Capital Structure, Leveraged Finance, Investment Banking
Education
Georgetown University - The McDonough School of Business 2003 — 2005
MBA
Auburn University 1988 — 1991
BA, International Business and Finance
The Blackstone Group May 2005 - Present
JP Morgan June 2004 - August 2004
Wachovia, A Wells Fargo Company April 1994 - February 2003
Skills
High Yield, Credit, Capital Markets, Alternative Investments, Financial Modeling, Valuation, Fixed Income, Credit Analysis, Bonds, Debt Restructuring, Loans, Financial Structuring, Capital Structure, Leveraged Finance, Investment Banking
Education
Georgetown University - The McDonough School of Business 2003 — 2005
MBA
Auburn University 1988 — 1991
BA, International Business and Finance
Shirley Ertl's Wachovia, A Wells Fargo Company Experience October 2009 - January 2010
Job personal banker at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Residential & Small Business Manager August 2009 - July 2010
Wachovia, A Wells Fargo Company October 2009 - January 2010
Dex One October 1994 - July 2008
Skills
Credit, Credit Analysis, Retail Banking, Cross Selling, Personal Banking, Deposits, Sales, Network Provisioning, Customer Retention, Credit Cards, Financial Services, Merchant Services, Relationship Management, Online Advertising, B2B, Cold Calling
Education
Augsburg College 1987 — 1992
Bachelor of Science (BS), Business Administration and Management/Economi, General
Residential & Small Business Manager August 2009 - July 2010
Wachovia, A Wells Fargo Company October 2009 - January 2010
Dex One October 1994 - July 2008
Skills
Credit, Credit Analysis, Retail Banking, Cross Selling, Personal Banking, Deposits, Sales, Network Provisioning, Customer Retention, Credit Cards, Financial Services, Merchant Services, Relationship Management, Online Advertising, B2B, Cold Calling
Education
Augsburg College 1987 — 1992
Bachelor of Science (BS), Business Administration and Management/Economi, General
Shacoya Upshur's Wachovia, A Wells Fargo Company Experience February 2006 - January 2013
Job Administrative Assistant at Comcast Silicon Valley Innovation Center
Industry Consumer Services
Experience
Comcast Silicon Valley Innovation Center September 2013 - December 2013
BlueStar Refreshment Services January 2013 - September 2013
Wachovia, A Wells Fargo Company February 2006 - January 2013
Dillard's August 2004 - February 2006
RMA (Home Depot) April 2002 - May 2004
Skills
Banking, Call Center, Retail Banking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Deposits, Teamwork, Accounts Receivable, Outlook, Invoicing, Process Improvement, Sales, Training
Education
American Intercontinental University 2011 — 2013
Bachelor of Business Administration (BBA), Accounting
Bauder College 2000 — 2002
Associate of Arts (AA), Fashion Merchandising
Comcast Silicon Valley Innovation Center September 2013 - December 2013
BlueStar Refreshment Services January 2013 - September 2013
Wachovia, A Wells Fargo Company February 2006 - January 2013
Dillard's August 2004 - February 2006
RMA (Home Depot) April 2002 - May 2004
Skills
Banking, Call Center, Retail Banking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Deposits, Teamwork, Accounts Receivable, Outlook, Invoicing, Process Improvement, Sales, Training
Education
American Intercontinental University 2011 — 2013
Bachelor of Business Administration (BBA), Accounting
Bauder College 2000 — 2002
Associate of Arts (AA), Fashion Merchandising
Faith Prescott's Wachovia, A Wells Fargo Company Experience 2005 - 2009
Job Unit Manager at Assurant
Industry Insurance
Experience
SunTrust Bank June 2011 - Present
Wachovia, A Wells Fargo Company 2005 - 2009
SouthTrust Bank 1999 - 2005
Bank of America 1996 - 1999
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Customer Service, Leadership, Loans, Management, Retail, Retail Banking, Series 7, Small Business Lending, Team Building, Wealth Management
Education
Auburn University 1984 — 1988
Bachelor of Science, Finance
SunTrust Bank June 2011 - Present
Wachovia, A Wells Fargo Company 2005 - 2009
SouthTrust Bank 1999 - 2005
Bank of America 1996 - 1999
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Customer Service, Leadership, Loans, Management, Retail, Retail Banking, Series 7, Small Business Lending, Team Building, Wealth Management
Education
Auburn University 1984 — 1988
Bachelor of Science, Finance
RICHARD PENIX III's Wachovia, A Wells Fargo Company Experience October 2008 - Present
Job REGIONAL DIRECTOR WEALTH MANAGEMENT at Wachovia, a Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company October 2008 - Present
Bank of America April 2004 - October 2008
Fleet Bank April 1998 - April 2004
Education
Ball State University 1972 — 1976
B.S. in Criminal Justice and Corrections
Wachovia, A Wells Fargo Company October 2008 - Present
Bank of America April 2004 - October 2008
Fleet Bank April 1998 - April 2004
Education
Ball State University 1972 — 1976
B.S. in Criminal Justice and Corrections
Rashmi Kambi (Rashmi Shivaprakash) ,'s Wachovia, A Wells Fargo Company Experience September 2009 - October 2011
Job Senior QA Test Anlayst Reliant Energy
Industry Information Technology and Services
Experience
Reliant Energy March 2013 - Present
Wells Fargo May 2012 - March 2013
Reliant Energy October 2011 - May 2012
Wachovia, A Wells Fargo Company September 2009 - October 2011
Cincinnati financial company 2006 - 2009
Secure Infosys June 2005 - April 2006
Skills
Quality Center, Test Planning, SDLC, Software Quality..., Regression Testing, User Acceptance Testing, Test Automation, Testing, Test Cases, Quality Assurance, Manual Testing, Test Management, Requirements Analysis, Business Analysis, SQL, System Testing, QTP
Education
Bangalore University 1992 — 1996
BS, Science
Reliant Energy March 2013 - Present
Wells Fargo May 2012 - March 2013
Reliant Energy October 2011 - May 2012
Wachovia, A Wells Fargo Company September 2009 - October 2011
Cincinnati financial company 2006 - 2009
Secure Infosys June 2005 - April 2006
Skills
Quality Center, Test Planning, SDLC, Software Quality..., Regression Testing, User Acceptance Testing, Test Automation, Testing, Test Cases, Quality Assurance, Manual Testing, Test Management, Requirements Analysis, Business Analysis, SQL, System Testing, QTP
Education
Bangalore University 1992 — 1996
BS, Science
Catherine Oxford's Wachovia, A Wells Fargo Company Experience December 2007 - March 2009
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Home Mortgage March 2009 - July 2009
Wachovia, A Wells Fargo Company December 2007 - March 2009
Allen Tate Mortgage Services June 1999 - July 2006
Skills
Underwriting, FHA, Mortgage Lending, Mortgage Banking, Small Business Lending, First Time Home Buyers, Sales Management, Banking, Refinance, Loan Origination, Loans, Leadership, Real Estate, USDA, Customer Service, Event Planning, Credit, Strategic Planning, Team Building, Residential Mortgages
Education
Becker College 1977 — 1979
Associates, Merchandising
Wells Fargo Home Mortgage March 2009 - July 2009
Wachovia, A Wells Fargo Company December 2007 - March 2009
Allen Tate Mortgage Services June 1999 - July 2006
Skills
Underwriting, FHA, Mortgage Lending, Mortgage Banking, Small Business Lending, First Time Home Buyers, Sales Management, Banking, Refinance, Loan Origination, Loans, Leadership, Real Estate, USDA, Customer Service, Event Planning, Credit, Strategic Planning, Team Building, Residential Mortgages
Education
Becker College 1977 — 1979
Associates, Merchandising
Evette Caceres's Wachovia, A Wells Fargo Company Experience June 1994 - July 2004
Job Retirment Consultant at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors October 2013 - Present
PNC Mortgage October 2012 - October 2013
Capital One November 2011 - October 2012
Chase August 2010 - November 2011
Chase Home Finance January 2006 - April 2008
Mellon Financial July 2004 - December 2005
Wachovia, A Wells Fargo Company June 1994 - July 2004
Skills
Loans, Mortgage Lending, Mortgage Banking, Loan Origination, Underwriting, Residential Mortgages, Credit, Banking, Credit Analysis, Refinance, FHA, Variable Annuities, Pricing, Sales Management
Education
Barry University 1992 — 1994
Bachelor of Science, International Business
Lincoln Financial Advisors October 2013 - Present
PNC Mortgage October 2012 - October 2013
Capital One November 2011 - October 2012
Chase August 2010 - November 2011
Chase Home Finance January 2006 - April 2008
Mellon Financial July 2004 - December 2005
Wachovia, A Wells Fargo Company June 1994 - July 2004
Skills
Loans, Mortgage Lending, Mortgage Banking, Loan Origination, Underwriting, Residential Mortgages, Credit, Banking, Credit Analysis, Refinance, FHA, Variable Annuities, Pricing, Sales Management
Education
Barry University 1992 — 1994
Bachelor of Science, International Business
Dan Wlaschinsky's Wachovia, A Wells Fargo Company Experience May 2005 - September 2006
Job Network security engineer at AAA Southern New England
Industry Consumer Services
Experience
AAA Southern New England October 2006 - Present
Wachovia, A Wells Fargo Company May 2005 - September 2006
Vanguard Managed Solutions June 2001 - May 2005
Motorola June 2000 - June 2001
Skills
Windows Server, Firewalls, Active Directory, Network Security, Networking, Security, Troubleshooting, XP, Vulnerability Management, Linux, PCI DSS, Computer Security
Education
Ball State University 1999 — 2000
Master's, Information and Communication Sciences
Masaryk University Brno 1995 — 1999
Master's, Computer Science
AAA Southern New England October 2006 - Present
Wachovia, A Wells Fargo Company May 2005 - September 2006
Vanguard Managed Solutions June 2001 - May 2005
Motorola June 2000 - June 2001
Skills
Windows Server, Firewalls, Active Directory, Network Security, Networking, Security, Troubleshooting, XP, Vulnerability Management, Linux, PCI DSS, Computer Security
Education
Ball State University 1999 — 2000
Master's, Information and Communication Sciences
Masaryk University Brno 1995 — 1999
Master's, Computer Science
Michelle Harbison, CFP®'s Wachovia, A Wells Fargo Company Experience March 2004 - May 2006
Job Fiduciary Advisory Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2010 - Present
Wells Fargo Bank May 2006 - February 2010
Wachovia, A Wells Fargo Company March 2004 - May 2006
SouthTrust Bank June 2003 - March 2004
Skills
Estate Planning, Wealth, Fiduciary, Trust Services, Wealth Management, Retirement Planning, Wealth Management..., High Net Worth..., Retirement, Asset Allocation, Investment Advisory, Financial Advisory, Trusts, Financial Services, Relationship Management, Risk Management, Wealth Accumulation, Personal Financial..., Private Banking, Estate Administration, Wills
Education
Alabama Bankers Association 2008 — 2009
National Trust School Graduate
Spring Hill College 2003 — 2005
ABA Southern Trust School
Auburn University 1995 — 1999
Bachelor of Science, Finance
Wells Fargo February 2010 - Present
Wells Fargo Bank May 2006 - February 2010
Wachovia, A Wells Fargo Company March 2004 - May 2006
SouthTrust Bank June 2003 - March 2004
Skills
Estate Planning, Wealth, Fiduciary, Trust Services, Wealth Management, Retirement Planning, Wealth Management..., High Net Worth..., Retirement, Asset Allocation, Investment Advisory, Financial Advisory, Trusts, Financial Services, Relationship Management, Risk Management, Wealth Accumulation, Personal Financial..., Private Banking, Estate Administration, Wills
Education
Alabama Bankers Association 2008 — 2009
National Trust School Graduate
Spring Hill College 2003 — 2005
ABA Southern Trust School
Auburn University 1995 — 1999
Bachelor of Science, Finance
Pei Chun Chen's Wachovia, A Wells Fargo Company Experience October 2006 - November 2009
Job VP, Credit Portfolio Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2014 - Present
Wells Fargo November 2009 - December 2014
Wachovia, A Wells Fargo Company October 2006 - November 2009
Asian American Bank and Trust Co. 1996 - 2001
Skills
Business Analysis, CMBS, Credit Analysis, Credit Risk, Finance, Financial Analysis, Loan Servicing, Portfolio Management, Relationship Management, Financial Modeling, Commercial Lending, Loans, Loan Origination, Credit, Mortgage Lending
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1994
MBA, Finance
Boston University Questrom School of Business 1989 — 1992
BS, Finance
Wells Fargo December 2014 - Present
Wells Fargo November 2009 - December 2014
Wachovia, A Wells Fargo Company October 2006 - November 2009
Asian American Bank and Trust Co. 1996 - 2001
Skills
Business Analysis, CMBS, Credit Analysis, Credit Risk, Finance, Financial Analysis, Loan Servicing, Portfolio Management, Relationship Management, Financial Modeling, Commercial Lending, Loans, Loan Origination, Credit, Mortgage Lending
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1994
MBA, Finance
Boston University Questrom School of Business 1989 — 1992
BS, Finance
Sterling Grubbs's Wachovia, A Wells Fargo Company Experience March 2002 - July 2005
Job SVP Mortgage at MIDFLORIDA Credit Union
Industry Financial Services
Experience
MIDFLORIDA Credit Union March 2006 - Present
Countrywide Mortgage July 2005 - March 2006
Wachovia, A Wells Fargo Company March 2002 - July 2005
Skills
Loans, Customer Service, Strategic Planning, FHA, Sales, Sales Management, Budgets, New Business Development, Marketing, Negotiation, Microsoft Excel, Real Estate, Marketing Strategy, Investment Properties, Team Building, Account Management, Contract Negotiation, Credit, Credit Analysis, Banking, Financial Analysis
Education
Warner University 2004 — 2006
MBA, Accounting and Finance
Beijing Language and Culture University 2000 — 2001
Certificate, Chinese Language Studies
Hong Kong Baptist University 1999 — 2000
Semester Study, International Finance
Palm Beach Atlantic University 1996 — 2000
B.S., Applied Finance and Accounting
MIDFLORIDA Credit Union March 2006 - Present
Countrywide Mortgage July 2005 - March 2006
Wachovia, A Wells Fargo Company March 2002 - July 2005
Skills
Loans, Customer Service, Strategic Planning, FHA, Sales, Sales Management, Budgets, New Business Development, Marketing, Negotiation, Microsoft Excel, Real Estate, Marketing Strategy, Investment Properties, Team Building, Account Management, Contract Negotiation, Credit, Credit Analysis, Banking, Financial Analysis
Education
Warner University 2004 — 2006
MBA, Accounting and Finance
Beijing Language and Culture University 2000 — 2001
Certificate, Chinese Language Studies
Hong Kong Baptist University 1999 — 2000
Semester Study, International Finance
Palm Beach Atlantic University 1996 — 2000
B.S., Applied Finance and Accounting
Subin Alexander's Wachovia, A Wells Fargo Company Experience June 2007 - June 2012
Job Accounting Manager, Broadway West Enterprises Ltd.
Industry Real Estate
Experience
Wachovia, A Wells Fargo Company June 2007 - June 2012
Beppe Inc 2003 - 2010
Skills
Microsoft Excel, Team Building, Customer Service, Microsoft Office, Marketing Strategy, Market Research, Operations Management, Team Leadership, Marketing, Account Management, Project Management, Financial Reporting, Management, Leadership
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
BBA, Finance
Wachovia, A Wells Fargo Company June 2007 - June 2012
Beppe Inc 2003 - 2010
Skills
Microsoft Excel, Team Building, Customer Service, Microsoft Office, Marketing Strategy, Market Research, Operations Management, Team Leadership, Marketing, Account Management, Project Management, Financial Reporting, Management, Leadership
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
BBA, Finance
Blake Hardin's Wachovia, A Wells Fargo Company Experience 2002 - 2004
Job Current Veterinary Student and Experience Professional
Industry Veterinary
Experience
Westpac April 2010 - December 2010
BTS Australasia 2007 - 2010
Greenwich Associates 2004 - 2005
Wachovia, A Wells Fargo Company 2002 - 2004
Wachovia, A Wells Fargo Company 2000 - 2002
Education
University of Georgia 2014 — 2018
Doctor of Veterinary Medicine, Veterinary Medicine
Australian Graduate School of Management 2006 — 2007
MBA, Strategy
IE Business School 2006 — 2007
MBA, Internatinal Exchange, Strategy
The Johns Hopkins University 1996 — 2000
Bachelors, Public Health (Pre-Med/Natural Science); Minor: Health Policy & Management
Westpac April 2010 - December 2010
BTS Australasia 2007 - 2010
Greenwich Associates 2004 - 2005
Wachovia, A Wells Fargo Company 2002 - 2004
Wachovia, A Wells Fargo Company 2000 - 2002
Education
University of Georgia 2014 — 2018
Doctor of Veterinary Medicine, Veterinary Medicine
Australian Graduate School of Management 2006 — 2007
MBA, Strategy
IE Business School 2006 — 2007
MBA, Internatinal Exchange, Strategy
The Johns Hopkins University 1996 — 2000
Bachelors, Public Health (Pre-Med/Natural Science); Minor: Health Policy & Management
melissa denewellis's Wachovia, A Wells Fargo Company Experience January 2009 - September 2010
Job Service Consultant at Infiniti of South Atlanta
Industry Automotive
Experience
Infiniti of South Atlanta September 2010 - Present
Wachovia, A Wells Fargo Company January 2009 - September 2010
Team Honda July 2006 - September 2008
Skills
Team Building, Automotive, Customer Retention, CRM, Customer Satisfaction, Selling, Sales Process, Vehicles, Microsoft Excel, Account Management, Sales, Customer Service, Inventory Management, Negotiation, Sales Management, Training
Education
Ashford University 2013 — 2017
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Infiniti of South Atlanta September 2010 - Present
Wachovia, A Wells Fargo Company January 2009 - September 2010
Team Honda July 2006 - September 2008
Skills
Team Building, Automotive, Customer Retention, CRM, Customer Satisfaction, Selling, Sales Process, Vehicles, Microsoft Excel, Account Management, Sales, Customer Service, Inventory Management, Negotiation, Sales Management, Training
Education
Ashford University 2013 — 2017
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Lisa Holifield's Wachovia, A Wells Fargo Company Experience January 1988 - June 2005
Job Commercial Credit Analyst/Portfolio Manager
Industry Banking
Experience
MAX Credit Union October 2014 - Present
Aliant Bank 2012 - 2013
Wachovia, A Wells Fargo Company January 1988 - June 2005
SouthTrust Bank 1988 - 2004
Skills
Credit Analysis, Credit, Portfolio Management, Financial Analysis, Underwriting, Credit Risk, Lines Of Credit, Cash Management, Commercial Lending, Commercial Banking, Commercial Mortgages, Loan Origination
Education
Auburn University, College of Business 1985 — 1987
Bachelor's Degree, Finance
MAX Credit Union October 2014 - Present
Aliant Bank 2012 - 2013
Wachovia, A Wells Fargo Company January 1988 - June 2005
SouthTrust Bank 1988 - 2004
Skills
Credit Analysis, Credit, Portfolio Management, Financial Analysis, Underwriting, Credit Risk, Lines Of Credit, Cash Management, Commercial Lending, Commercial Banking, Commercial Mortgages, Loan Origination
Education
Auburn University, College of Business 1985 — 1987
Bachelor's Degree, Finance
Christine Kustermann's Wachovia, A Wells Fargo Company Experience November 1998 - October 2013
Job Personal Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo November 1998 - Present
Wachovia, A Wells Fargo Company November 1998 - October 2013
Skills
Mortgage Lending, Credit Analysis, Commercial Banking, Commercial Lending, Loan Origination, Mortgage Banking, Portfolio Management, Refinance
Education
Barry University 1997 — 1999
Bachelor's of Business
Wells Fargo November 1998 - Present
Wachovia, A Wells Fargo Company November 1998 - October 2013
Skills
Mortgage Lending, Credit Analysis, Commercial Banking, Commercial Lending, Loan Origination, Mortgage Banking, Portfolio Management, Refinance
Education
Barry University 1997 — 1999
Bachelor's of Business
Michelle Hadida's Wachovia, A Wells Fargo Company Experience May 2000 - August 2003
Job Hadida, LLC
Industry Apparel & Fashion
Experience
Wachovia, A Wells Fargo Company May 2000 - August 2003
Chase Manhattan Bank, N.A. September 1988 - April 2000
Skills
Customer Service, Asset Allocation, Marketing, Residential Homes, Photoshop, Investment Management, Illustrator, Fashion Design, Investment Properties
Education
Savannah College of Art and Design
Bachelor of Fine Arts (BFA), Fashion/Apparel Design
Atlanta Technical College
Associate of Arts and Sciences (AAS), Marketing Management, Entreprenuer
Fashion Institute of Technology
Associate of Arts and Sciences (AAS), Fashion/Apparel Design
Wachovia, A Wells Fargo Company May 2000 - August 2003
Chase Manhattan Bank, N.A. September 1988 - April 2000
Skills
Customer Service, Asset Allocation, Marketing, Residential Homes, Photoshop, Investment Management, Illustrator, Fashion Design, Investment Properties
Education
Savannah College of Art and Design
Bachelor of Fine Arts (BFA), Fashion/Apparel Design
Atlanta Technical College
Associate of Arts and Sciences (AAS), Marketing Management, Entreprenuer
Fashion Institute of Technology
Associate of Arts and Sciences (AAS), Fashion/Apparel Design
Pamela Thuleen's Wachovia, A Wells Fargo Company Experience
Job Client Services Consultant at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company
Skills
Customer Service, Risk Management, Vendor Management, Strategic Planning, Process Improvement, Account Management, Management, Data Analysis, Project Management, Team Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Relationship Management, Financial Services
Education
Augustana University (SD) 1997 — 2001
Wachovia, A Wells Fargo Company
Skills
Customer Service, Risk Management, Vendor Management, Strategic Planning, Process Improvement, Account Management, Management, Data Analysis, Project Management, Team Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Relationship Management, Financial Services
Education
Augustana University (SD) 1997 — 2001
Hailey Gibbons's Wachovia, A Wells Fargo Company Experience August 2003 - May 2012
Job Operations, Fairchild Semiconductor
Industry Banking
Experience
Fairchild Semiconductor August 2014 - Present
Select Portfolio Servicing August 2012 - May 2014
Wachovia, A Wells Fargo Company August 2003 - May 2012
Skills
Credit Analysis, Loan Origination, Mortgage Lending, Loans, Credit, Loss Mitigation
Education
Ashford University
Bachelor of Applied Science (B.A.Sc.), Earth Science and Sustanability
Salt Lake Community College
Bachelor of Applied Science (B.A.Sc.), Biology, General
University of Utah
Master's degree, Environmental Biology
Fairchild Semiconductor August 2014 - Present
Select Portfolio Servicing August 2012 - May 2014
Wachovia, A Wells Fargo Company August 2003 - May 2012
Skills
Credit Analysis, Loan Origination, Mortgage Lending, Loans, Credit, Loss Mitigation
Education
Ashford University
Bachelor of Applied Science (B.A.Sc.), Earth Science and Sustanability
Salt Lake Community College
Bachelor of Applied Science (B.A.Sc.), Biology, General
University of Utah
Master's degree, Environmental Biology
Ashley Homan's Wachovia, A Wells Fargo Company Experience August 2009 - June 2010
Job Concierge at VIPdesk
Industry Hospitality
Experience
VIPdesk November 2012 - May 2014
Keystone Homes June 2009 - August 2012
Wachovia, A Wells Fargo Company August 2009 - June 2010
Skills
PowerPoint, Customer Service, Microsoft Office, Real Estate, Microsoft Excel, Marketing
Education
Auburn University 2005 — 2009
International Business, Marketing, Spanish, Supply Chain
VIPdesk November 2012 - May 2014
Keystone Homes June 2009 - August 2012
Wachovia, A Wells Fargo Company August 2009 - June 2010
Skills
PowerPoint, Customer Service, Microsoft Office, Real Estate, Microsoft Excel, Marketing
Education
Auburn University 2005 — 2009
International Business, Marketing, Spanish, Supply Chain
Delicia White's Wachovia, A Wells Fargo Company Experience June 2005 - March 2012
Job Auditor at CharlotteMecklenburg Schools
Industry Banking
Experience
Charlotte-Mecklenburg Schools February 2013 - Present
Wells Fargo March 2012 - January 2013
Wachovia, A Wells Fargo Company June 2005 - March 2012
Education
Pfeiffer University
Financial Forensics and Fraud Investigation
Belmont Abbey College 2008 — 2011
Bachelor of Arts (B.A.), Accounting
Charlotte-Mecklenburg Schools February 2013 - Present
Wells Fargo March 2012 - January 2013
Wachovia, A Wells Fargo Company June 2005 - March 2012
Education
Pfeiffer University
Financial Forensics and Fraud Investigation
Belmont Abbey College 2008 — 2011
Bachelor of Arts (B.A.), Accounting
Andrea Hymes's Wachovia, A Wells Fargo Company Experience June 2008 - March 2011
Job Student at Ashford University
Industry Hospital & Health Care
Experience
BCBSNC August 2012 - Present
Bahnson, Inc November 2011 - August 2012
Wachovia, A Wells Fargo Company June 2008 - March 2011
Wachovia, A Wells Fargo Company April 2006 - June 2008
Wachovia, A Wells Fargo Company March 2005 - February 2006
Wachovia, A Wells Fargo Company 1994 - 2002
Skills
Customer Service, Customer Oriented, Close Attention to..., Exceeding Customer..., Multi Tasking, Analyze Problems, Coaching
Education
Ashford University 2010 — 2014
Enrolled, Psychology
Forsyth Technical Community College
Standard Business Courses
BCBSNC August 2012 - Present
Bahnson, Inc November 2011 - August 2012
Wachovia, A Wells Fargo Company June 2008 - March 2011
Wachovia, A Wells Fargo Company April 2006 - June 2008
Wachovia, A Wells Fargo Company March 2005 - February 2006
Wachovia, A Wells Fargo Company 1994 - 2002
Skills
Customer Service, Customer Oriented, Close Attention to..., Exceeding Customer..., Multi Tasking, Analyze Problems, Coaching
Education
Ashford University 2010 — 2014
Enrolled, Psychology
Forsyth Technical Community College
Standard Business Courses