Wachovia, A Wells Fargo Company
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Wachovia, A Wells Fargo Company Employees
Employee
Years
Job
Industry
Tracey Heatherly Tracey Heatherly's Wachovia, A Wells Fargo Company Experience January 2004 - March 2008
Job Business Systems Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2008 - Present
Wachovia, A Wells Fargo Company January 2004 - March 2008
Wachovia Bank August 1999 - December 2003
Wachovia Bank March 1989 - August 1999
Skills
SDLC, Business Requirements, Requirements Gathering, User Acceptance Testing, Process Improvement, SharePoint, Vendor Management, Requirements Analysis, Visio, Business Analysis, SQL, Integration, Business Process..., Banking
Education
University of North Carolina at Charlotte
Bachelor's degree, Industrial and Organizational Psychology
Wells Fargo March 2008 - Present
Wachovia, A Wells Fargo Company January 2004 - March 2008
Wachovia Bank August 1999 - December 2003
Wachovia Bank March 1989 - August 1999
Skills
SDLC, Business Requirements, Requirements Gathering, User Acceptance Testing, Process Improvement, SharePoint, Vendor Management, Requirements Analysis, Visio, Business Analysis, SQL, Integration, Business Process..., Banking
Education
University of North Carolina at Charlotte
Bachelor's degree, Industrial and Organizational Psychology
Jessica Huffstetler's Wachovia, A Wells Fargo Company Experience December 2006 - December 2009
Job Administrative Assistant III at Bank of America
Industry Financial Services
Experience
Bank of America July 2011 - Present
Time Warner Cable August 2010 - July 2011
McKinsey & Company February 2010 - July 2010
Wachovia, A Wells Fargo Company December 2006 - December 2009
Wachovia Corporation December 2003 - December 2006
Wachovia Mortgage Corporation August 1998 - December 2003
Charlotte Mecklenburg Schools May 1996 - August 1998
Skills
Recruiting, Human Resources, Training, PeopleSoft, Software Documentation, Administrative..., Lotus Notes, Access, Visio, Interviews, Applicant Tracking..., Talent Acquisition, Onboarding
Education
University of North Carolina at Charlotte
HR Generalist Certification
University of North Carolina at Charlotte 1994 — 1997
Bachelor of Arts (BA), Psychology
Bank of America July 2011 - Present
Time Warner Cable August 2010 - July 2011
McKinsey & Company February 2010 - July 2010
Wachovia, A Wells Fargo Company December 2006 - December 2009
Wachovia Corporation December 2003 - December 2006
Wachovia Mortgage Corporation August 1998 - December 2003
Charlotte Mecklenburg Schools May 1996 - August 1998
Skills
Recruiting, Human Resources, Training, PeopleSoft, Software Documentation, Administrative..., Lotus Notes, Access, Visio, Interviews, Applicant Tracking..., Talent Acquisition, Onboarding
Education
University of North Carolina at Charlotte
HR Generalist Certification
University of North Carolina at Charlotte 1994 — 1997
Bachelor of Arts (BA), Psychology
Jason Loden Jason Loden's Wachovia, A Wells Fargo Company Experience May 2006 - September 2009
Job Head of Risk Management, Specialized Lending & Investment at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Wells Fargo September 2009 - February 2015
Wachovia, A Wells Fargo Company May 2006 - September 2009
Wachovia, A Wells Fargo Company February 2004 - May 2006
Wachovia, A Wells Fargo Company April 2001 - March 2004
Wachovia, A Wells Fargo Company February 1995 - March 2001
Wachovia, A Wells Fargo Company May 1994 - January 1995
Skills
Risk Management, Capital Markets, Banking, Fixed Income, Investment Banking, Operational Risk, AML, Strategic Planning, Leadership, Operations Management, Series 7, Securities, Management, Governance, Series 63, Budgets, Equities, Financial Analysis, Operational Risk..., Regulatory Filings, Series 24, Series 99, Series 79, OFAC, Financial Risk, Financial Services, Enterprise Risk..., KYC, Back Office, Bank Secrecy Act, Financial Markets, Due Diligence, Settlement, Bonds, Structured Products, Fraud, Internal Audit, Trading Systems, Mergers, Middle Office, Executive Management, Vendor Management, Financial Regulation, Investments, Relationship Management, Derivatives, FINRA, Credit Risk
Education
University of Pennsylvania - The Wharton School 2011 — 2011
Executive Education, Advanced Risk Management Program
University of North Carolina at Charlotte - Belk College of Business 1990 — 1994
BS, Finance
Loyola High School Blakefield 1986 — 1990
-, General
Wells Fargo March 2015 - Present
Wells Fargo September 2009 - February 2015
Wachovia, A Wells Fargo Company May 2006 - September 2009
Wachovia, A Wells Fargo Company February 2004 - May 2006
Wachovia, A Wells Fargo Company April 2001 - March 2004
Wachovia, A Wells Fargo Company February 1995 - March 2001
Wachovia, A Wells Fargo Company May 1994 - January 1995
Skills
Risk Management, Capital Markets, Banking, Fixed Income, Investment Banking, Operational Risk, AML, Strategic Planning, Leadership, Operations Management, Series 7, Securities, Management, Governance, Series 63, Budgets, Equities, Financial Analysis, Operational Risk..., Regulatory Filings, Series 24, Series 99, Series 79, OFAC, Financial Risk, Financial Services, Enterprise Risk..., KYC, Back Office, Bank Secrecy Act, Financial Markets, Due Diligence, Settlement, Bonds, Structured Products, Fraud, Internal Audit, Trading Systems, Mergers, Middle Office, Executive Management, Vendor Management, Financial Regulation, Investments, Relationship Management, Derivatives, FINRA, Credit Risk
Education
University of Pennsylvania - The Wharton School 2011 — 2011
Executive Education, Advanced Risk Management Program
University of North Carolina at Charlotte - Belk College of Business 1990 — 1994
BS, Finance
Loyola High School Blakefield 1986 — 1990
-, General
Tracy Bohl Tracy Bohl's Wachovia, A Wells Fargo Company Experience April 2008 - September 2014
Job Business Systems Consultant Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo September 2014 - Present
Wachovia, A Wells Fargo Company April 2008 - September 2014
Wachovia, A Wells Fargo Company February 2006 - April 2008
Wachovia, A Wells Fargo Company June 1998 - February 2006
Skills
CRSP (Certification..., SDLC, Business Analysis, Business Requirements, Visio, Requirements Analysis, Requirements Gathering, Banking, User Acceptance Testing, Vendor Management, SQL, Integration, Process Improvement
Education
University of North Carolina at Charlotte 1994 — 1996
MS, Applied Mathematics
Western Carolina University 1990 — 1994
BS, mathematics/computer science
Wells Fargo September 2014 - Present
Wachovia, A Wells Fargo Company April 2008 - September 2014
Wachovia, A Wells Fargo Company February 2006 - April 2008
Wachovia, A Wells Fargo Company June 1998 - February 2006
Skills
CRSP (Certification..., SDLC, Business Analysis, Business Requirements, Visio, Requirements Analysis, Requirements Gathering, Banking, User Acceptance Testing, Vendor Management, SQL, Integration, Process Improvement
Education
University of North Carolina at Charlotte 1994 — 1996
MS, Applied Mathematics
Western Carolina University 1990 — 1994
BS, mathematics/computer science
Latoya Hall Latoya Hall's Wachovia, A Wells Fargo Company Experience February 2009 - Present
Job Senior Paralegal at Wachovia, A Wells Fargo Company
Industry Legal Services
Experience
Wachovia, A Wells Fargo Company February 2009 - Present
Skills
Corporate Law, Document Review, Legal Assistance, Legal Documents, Legal Research, Legal Writing, Litigation, Litigation Support, Westlaw
Education
University of North Carolina at Charlotte 1993 — 1998
BS, Criminal Justice
Wachovia, A Wells Fargo Company February 2009 - Present
Skills
Corporate Law, Document Review, Legal Assistance, Legal Documents, Legal Research, Legal Writing, Litigation, Litigation Support, Westlaw
Education
University of North Carolina at Charlotte 1993 — 1998
BS, Criminal Justice
Stephanie Sturm-Smith Stephanie Sturm-Smith's Wachovia, A Wells Fargo Company Experience January 2006 - May 2006
Job Operational Risk, Commercial Credit Administration, VP
Industry Financial Services
Experience
BB&T December 2014 - Present
BB&T December 2012 - November 2014
BB&T February 2011 - November 2012
BB&T May 2007 - February 2011
BB&T December 2006 - May 2007
BB&T June 2006 - December 2006
Wachovia, A Wells Fargo Company January 2006 - May 2006
Skills
Project Management, Process Review, Process Improvement, Business Process..., Risk Management, Credit Analysis, Banking, Credit, Commercial Lending, Credit Risk, Credit Risk Management, Operational Risk..., Underwriting, Small Business Lending, Loans, Financial Analysis, Operational Risk, Financial Services, Lines Of Credit, Commercial Banking, Finance, Financial Risk, Process Implementation, Process Flow..., Strategy, Leadership, Portfolio Management
Education
BB&T Leadership Development Program 2006 — 2006
Business Lending and Risk Management
UNC Charlotte 2003 — 2005
BSBA, Financial Management
BB&T December 2014 - Present
BB&T December 2012 - November 2014
BB&T February 2011 - November 2012
BB&T May 2007 - February 2011
BB&T December 2006 - May 2007
BB&T June 2006 - December 2006
Wachovia, A Wells Fargo Company January 2006 - May 2006
Skills
Project Management, Process Review, Process Improvement, Business Process..., Risk Management, Credit Analysis, Banking, Credit, Commercial Lending, Credit Risk, Credit Risk Management, Operational Risk..., Underwriting, Small Business Lending, Loans, Financial Analysis, Operational Risk, Financial Services, Lines Of Credit, Commercial Banking, Finance, Financial Risk, Process Implementation, Process Flow..., Strategy, Leadership, Portfolio Management
Education
BB&T Leadership Development Program 2006 — 2006
Business Lending and Risk Management
UNC Charlotte 2003 — 2005
BSBA, Financial Management
Jennifer Carnes, CPP Jennifer Carnes, CPP's Wachovia, A Wells Fargo Company Experience February 2005 - May 2010
Job Payroll Specialist at Hewitt Associates
Industry Outsourcing/Offshoring
Experience
Hewitt Associates May 2010 - Present
Aon Hewitt 2012 - 2012
Wachovia, A Wells Fargo Company February 2005 - May 2010
Education
University of North Carolina at Charlotte 2000 — 2004
B.S.B.A., HR Management, Psychology
Hewitt Associates May 2010 - Present
Aon Hewitt 2012 - 2012
Wachovia, A Wells Fargo Company February 2005 - May 2010
Education
University of North Carolina at Charlotte 2000 — 2004
B.S.B.A., HR Management, Psychology
Brad Craig Brad Craig's Wachovia, A Wells Fargo Company Experience 1996 - 1998
Job Solutions Architect at ePlus
Industry Information Technology and Services
Experience
ePlus inc. October 2014 - Present
Katalyst Network Group June 2013 - October 2014
Katalyst Network Group November 2012 - June 2013
Charlotte Eye Ear Nose & Throat Associates August 2004 - November 2012
OneNeck IT Services 2001 - 2004
Internetwork Engineering 2000 - 2001
Coca-Cola Bottling Co. Consolidated 1998 - 2000
Wachovia, A Wells Fargo Company 1996 - 1998
Skills
Cisco Technologies, Data Center, Disaster Recovery, Virtualization, VMware, Active Directory, Citrix, Networking, SAN, Troubleshooting, Cloud Computing, Pre-sales, Solution Selling, Windows Server, Network Security, Storage, Security
Education
University of North Carolina at Charlotte - Belk College of Business 1991 — 1995
BS, International Business
ePlus inc. October 2014 - Present
Katalyst Network Group June 2013 - October 2014
Katalyst Network Group November 2012 - June 2013
Charlotte Eye Ear Nose & Throat Associates August 2004 - November 2012
OneNeck IT Services 2001 - 2004
Internetwork Engineering 2000 - 2001
Coca-Cola Bottling Co. Consolidated 1998 - 2000
Wachovia, A Wells Fargo Company 1996 - 1998
Skills
Cisco Technologies, Data Center, Disaster Recovery, Virtualization, VMware, Active Directory, Citrix, Networking, SAN, Troubleshooting, Cloud Computing, Pre-sales, Solution Selling, Windows Server, Network Security, Storage, Security
Education
University of North Carolina at Charlotte - Belk College of Business 1991 — 1995
BS, International Business
Leigh Poplin, CTP's Wachovia, A Wells Fargo Company Experience April 2003 - June 2008
Job Commercial Card Sales Analyst, VP at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank October 2012 - Present
Wells Fargo Bank June 2008 - October 2012
Wachovia, A Wells Fargo Company April 2003 - June 2008
Wachovia Bank July 1997 - April 2003
First Union National Bank July 1995 - July 1997
Skills
Banking, Treasury Management, Working Capital..., Cross Selling, Treasury Services, Cash Management, Leadership, Risk Management, Portfolio Management, Commercial Banking
Education
University of North Carolina at Charlotte - Belk College of Business 1991 — 1995
BS, Business Management
Wells Fargo Bank October 2012 - Present
Wells Fargo Bank June 2008 - October 2012
Wachovia, A Wells Fargo Company April 2003 - June 2008
Wachovia Bank July 1997 - April 2003
First Union National Bank July 1995 - July 1997
Skills
Banking, Treasury Management, Working Capital..., Cross Selling, Treasury Services, Cash Management, Leadership, Risk Management, Portfolio Management, Commercial Banking
Education
University of North Carolina at Charlotte - Belk College of Business 1991 — 1995
BS, Business Management
Timothy Jinks Timothy Jinks's Wachovia, A Wells Fargo Company Experience 1998 - 1998
Job Experienced Procurement Professional
Industry Consumer Goods
Experience
Accenture May 2013 - Present
FedEx Express June 2010 - May 2013
Premier Inc November 2004 - November 2009
Red Cross (Contract) August 2004 - October 2004
Bank of America March 2001 - October 2004
Personnel Group of America June 1998 - March 2001
Wachovia, A Wells Fargo Company 1998 - 1998
Compass Group (Switzerland) Ltd 1998 - 1998
Skills
Forecasting, Strategic Sourcing, Supply Chain, Pricing, Purchasing, Contract Negotiation, Supply Management, Analysis, Process Improvement, Warehousing, Contract Management, Management, Financial Analysis, Budgets, Cross-functional Team..., Strategic Planning, Transportation, Procurement, Operations Management, Continuous Improvement, Supply Chain Management, Lean Manufacturing, Sourcing, Program Management, Logistics, Customer Satisfaction, Vendor Management, Inventory Management, Supply Chain..., Global Sourcing, Business Process..., Outsourcing, CRM, Finance, Materials Management, Negotiation, Business Analysis, Contract Negotiations, Pricing Analysis, Market Intelligence, Budgeting, Financial Reporting, General Ledger, Vendor Relations, RFP, Cost Analysis, Supplier Management, Financial Modeling, Variance Analysis, Go-to-market Strategy
Education
Wake Forest University - Babcock Graduate School of Management 2007 — 2009
MBA, Management
University of North Carolina at Charlotte - Belk College of Business 2004 — 2006
BS, Financial Management
University of North Carolina at Charlotte - Belk College of Business 1993 — 1997
BS, Accounting
Summerville High School
College/University Preparatory and Advanced High School/Secondary Diploma Program
Accenture May 2013 - Present
FedEx Express June 2010 - May 2013
Premier Inc November 2004 - November 2009
Red Cross (Contract) August 2004 - October 2004
Bank of America March 2001 - October 2004
Personnel Group of America June 1998 - March 2001
Wachovia, A Wells Fargo Company 1998 - 1998
Compass Group (Switzerland) Ltd 1998 - 1998
Skills
Forecasting, Strategic Sourcing, Supply Chain, Pricing, Purchasing, Contract Negotiation, Supply Management, Analysis, Process Improvement, Warehousing, Contract Management, Management, Financial Analysis, Budgets, Cross-functional Team..., Strategic Planning, Transportation, Procurement, Operations Management, Continuous Improvement, Supply Chain Management, Lean Manufacturing, Sourcing, Program Management, Logistics, Customer Satisfaction, Vendor Management, Inventory Management, Supply Chain..., Global Sourcing, Business Process..., Outsourcing, CRM, Finance, Materials Management, Negotiation, Business Analysis, Contract Negotiations, Pricing Analysis, Market Intelligence, Budgeting, Financial Reporting, General Ledger, Vendor Relations, RFP, Cost Analysis, Supplier Management, Financial Modeling, Variance Analysis, Go-to-market Strategy
Education
Wake Forest University - Babcock Graduate School of Management 2007 — 2009
MBA, Management
University of North Carolina at Charlotte - Belk College of Business 2004 — 2006
BS, Financial Management
University of North Carolina at Charlotte - Belk College of Business 1993 — 1997
BS, Accounting
Summerville High School
College/University Preparatory and Advanced High School/Secondary Diploma Program
Kenneth Daily Kenneth Daily's Wachovia, A Wells Fargo Company Experience 2007 - 2008
Job Financial Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2014 - Present
Wells Fargo Bank, N.A. April 2012 - November 2014
Wachovia September 2000 - February 2010
Wachovia, A Wells Fargo Company 2007 - 2008
Skills
SQL, Process Improvement, Program Management, SAS, Process Engineering, Data Warehousing, Financial Analysis, Financial Risk, Credit, Portfolio Management, Forecasting, Analytics, CAS - The Collateral..., Analysis, Business Analysis
Education
University of North Carolina at Charlotte
post bach, Computer Science
Wells Fargo November 2014 - Present
Wells Fargo Bank, N.A. April 2012 - November 2014
Wachovia September 2000 - February 2010
Wachovia, A Wells Fargo Company 2007 - 2008
Skills
SQL, Process Improvement, Program Management, SAS, Process Engineering, Data Warehousing, Financial Analysis, Financial Risk, Credit, Portfolio Management, Forecasting, Analytics, CAS - The Collateral..., Analysis, Business Analysis
Education
University of North Carolina at Charlotte
post bach, Computer Science
Tristanna Monroe Tristanna Monroe's Wachovia, A Wells Fargo Company Experience September 2008 - February 2010
Job Donor Resource Workup Specialist at Be The Match operated by National Marrow Donor Program
Industry Hospital & Health Care
Experience
Be The Match operated by National Marrow Donor Program May 2011 - Present
TCF Bank October 2010 - March 2011
Wachovia, A Wells Fargo Company September 2008 - February 2010
Education
UNC Charlotte 2002 — 2006
Bachelors of Arts, Biology
Strayer University
Masters, Health Administration
Be The Match operated by National Marrow Donor Program May 2011 - Present
TCF Bank October 2010 - March 2011
Wachovia, A Wells Fargo Company September 2008 - February 2010
Education
UNC Charlotte 2002 — 2006
Bachelors of Arts, Biology
Strayer University
Masters, Health Administration
Ken Chambers Ken Chambers's Wachovia, A Wells Fargo Company Experience November 2010 - November 2011
Job Senior Desktop Support Engineer at Honda Jet
Industry Information Technology and Services
Experience
Honda Aircraft November 2011 - Present
Wachovia, A Wells Fargo Company November 2010 - November 2011
Skills
Active Directory, Technical Support, Disaster Recovery, System Administration, Windows Server, Servers
Education
UNCC 1988 — 1993
BS, Computer Science
Honda Aircraft November 2011 - Present
Wachovia, A Wells Fargo Company November 2010 - November 2011
Skills
Active Directory, Technical Support, Disaster Recovery, System Administration, Windows Server, Servers
Education
UNCC 1988 — 1993
BS, Computer Science
Kristin Rudy Kristin Rudy's Wachovia, A Wells Fargo Company Experience May 2007 - May 2009
Job Business Analyst at Wachovia, A Wells Fargo Company
Industry Banking
Experience
BB&T 2012 - 2013
Wachovia, A Wells Fargo Company May 2007 - May 2009
Pier 1 Kids February 2004 - October 2006
Skills
Inventory Management, Management
Education
University of North Carolina at Charlotte - Belk College of Business 2002 — 2007
BS in Business Administration, Management
BB&T 2012 - 2013
Wachovia, A Wells Fargo Company May 2007 - May 2009
Pier 1 Kids February 2004 - October 2006
Skills
Inventory Management, Management
Education
University of North Carolina at Charlotte - Belk College of Business 2002 — 2007
BS in Business Administration, Management
Lois Anne Newman's Wachovia, A Wells Fargo Company Experience August 1996 - June 2005
Job President at LA Newman LLC
Industry Financial Services
Experience
LA Newman LLC August 2013 - Present
The Bank Of Princeton February 2010 - Present
Sovereign Bank January 2007 - August 2009
First Morris Bank 2005 - 2006
Wachovia, A Wells Fargo Company August 1996 - June 2005
Skills
Analysis, Asset Based Lending, Asset Management, Banking, Budgets, Business Development, Cash Management, Commercial Banking, Commercial Lending, Commercial Mortgages, Commercial Real Estate, Construction Loans, Credit, Credit Analysis, Credit Risk, Due Diligence, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Lines Of Credit, Loan Origination, Loans
Education
University of North Carolina at Charlotte - Belk College of Business 1982 — 1983
BA, Business, Finance
LA Newman LLC August 2013 - Present
The Bank Of Princeton February 2010 - Present
Sovereign Bank January 2007 - August 2009
First Morris Bank 2005 - 2006
Wachovia, A Wells Fargo Company August 1996 - June 2005
Skills
Analysis, Asset Based Lending, Asset Management, Banking, Budgets, Business Development, Cash Management, Commercial Banking, Commercial Lending, Commercial Mortgages, Commercial Real Estate, Construction Loans, Credit, Credit Analysis, Credit Risk, Due Diligence, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Lines Of Credit, Loan Origination, Loans
Education
University of North Carolina at Charlotte - Belk College of Business 1982 — 1983
BA, Business, Finance
Scott Cash's Wachovia, A Wells Fargo Company Experience June 2000 - December 2007
Job Senior IT leader APM responsible for Big Data Analytic Solutions, Platform Services and Operations
Industry Retail
Experience
Lowe's Companies, Inc. June 2013 - Present
Lowe's Companies, Inc. March 2010 - June 2013
Wachovia, A Wells Fargo Company June 2000 - December 2007
Advanced Technology Systems August 1998 - June 2000
TITAN Technology Partners, formerly Prima Consulting September 1994 - August 1998
Belk Stores Services April 1990 - August 1994
SBE Accociates Inc June 1986 - March 1990
USMC 1st Recon Batallion May 1982 - May 1986
Skills
SDLC, Vendor Management, Disaster Recovery, Process Improvement, Integration, Software Development, Change Management, IT Strategy, Project Management, Program Financial..., Program Management, Resource Management, Relationship Management, Strategic Technology..., Management, Cross-functional Team..., Security, IT Management, Leadership, Strategy, Project Portfolio..., Requirements Analysis, Project Planning, Information Technology, PMO, Data Center, Enterprise Software, MS Project, Enterprise Architecture, Software Documentation, Budgets, Business Intelligence, Outsourcing, Visio, Business Development, Analysis, Business Analysis, Business Process..., Team Building, Training, PMP, Business Process, Requirements Gathering, Software Project..., ITIL, Team Leadership, IT Operations, IT Service Management, CRM, Data Warehousing
Education
UNC Charlotte 1986 — 1990
Bachelor of Science (BS), Computer Science / Psychology
Lowe's Companies, Inc. June 2013 - Present
Lowe's Companies, Inc. March 2010 - June 2013
Wachovia, A Wells Fargo Company June 2000 - December 2007
Advanced Technology Systems August 1998 - June 2000
TITAN Technology Partners, formerly Prima Consulting September 1994 - August 1998
Belk Stores Services April 1990 - August 1994
SBE Accociates Inc June 1986 - March 1990
USMC 1st Recon Batallion May 1982 - May 1986
Skills
SDLC, Vendor Management, Disaster Recovery, Process Improvement, Integration, Software Development, Change Management, IT Strategy, Project Management, Program Financial..., Program Management, Resource Management, Relationship Management, Strategic Technology..., Management, Cross-functional Team..., Security, IT Management, Leadership, Strategy, Project Portfolio..., Requirements Analysis, Project Planning, Information Technology, PMO, Data Center, Enterprise Software, MS Project, Enterprise Architecture, Software Documentation, Budgets, Business Intelligence, Outsourcing, Visio, Business Development, Analysis, Business Analysis, Business Process..., Team Building, Training, PMP, Business Process, Requirements Gathering, Software Project..., ITIL, Team Leadership, IT Operations, IT Service Management, CRM, Data Warehousing
Education
UNC Charlotte 1986 — 1990
Bachelor of Science (BS), Computer Science / Psychology
Kim Poteate's Wachovia, A Wells Fargo Company Experience June 2001 - October 2009
Job Vice President at Randstad Professionals
Industry Staffing and Recruiting
Experience
Randstad Professionals October 2009 - Present
Wachovia, A Wells Fargo Company June 2001 - October 2009
Wachovia, A Wells Fargo Company April 1995 - May 2001
Skills
Recruiting, Employee Relations, Performance Management, Vendor Management, Change Management, Project Management, Customer Retention, Sales Management, Budget, Talent Acquisition, Onboarding, Applicant Tracking...
Education
University of North Carolina at Charlotte 1988 — 1992
BA, Industrial/Organizational Psychology
Randleman High School
Randstad Professionals October 2009 - Present
Wachovia, A Wells Fargo Company June 2001 - October 2009
Wachovia, A Wells Fargo Company April 1995 - May 2001
Skills
Recruiting, Employee Relations, Performance Management, Vendor Management, Change Management, Project Management, Customer Retention, Sales Management, Budget, Talent Acquisition, Onboarding, Applicant Tracking...
Education
University of North Carolina at Charlotte 1988 — 1992
BA, Industrial/Organizational Psychology
Randleman High School
Darrell Bailey Darrell Bailey's Wachovia, A Wells Fargo Company Experience 2003 - 2008
Job Business System Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2013 - Present
AmerisourceBergen (The Lash Group) September 2012 - September 2013
TIAA-CREF August 2009 - September 2012
Lowe's Home Improvement 2008 - 2009
Wachovia, A Wells Fargo Company 2003 - 2008
RSA 1996 - 2003
Royal Insurance Company 1996 - 2003
Bank of America 1994 - 1996
RSA 1985 - 1994
Skills
Program Management, Budgets, SDLC, Business Requirements, Requirements Gathering, Business Analysis, Visio, Requirements Analysis, User Acceptance Testing, Systems Analysis, SharePoint, Process Improvement, Software Documentation, Waterfall, Data Warehousing, Access, Cross-functional Team..., Microsoft SQL Server, Quality Assurance, Agile Methodologies, Testing, Business Process, PMP
Education
UNCC 1983 — 1985
Bachelor Arts, Business Administration
Gaston College 1980 — 1983
Associate Arts, Liberal Arts
Wells Fargo September 2013 - Present
AmerisourceBergen (The Lash Group) September 2012 - September 2013
TIAA-CREF August 2009 - September 2012
Lowe's Home Improvement 2008 - 2009
Wachovia, A Wells Fargo Company 2003 - 2008
RSA 1996 - 2003
Royal Insurance Company 1996 - 2003
Bank of America 1994 - 1996
RSA 1985 - 1994
Skills
Program Management, Budgets, SDLC, Business Requirements, Requirements Gathering, Business Analysis, Visio, Requirements Analysis, User Acceptance Testing, Systems Analysis, SharePoint, Process Improvement, Software Documentation, Waterfall, Data Warehousing, Access, Cross-functional Team..., Microsoft SQL Server, Quality Assurance, Agile Methodologies, Testing, Business Process, PMP
Education
UNCC 1983 — 1985
Bachelor Arts, Business Administration
Gaston College 1980 — 1983
Associate Arts, Liberal Arts
Robin Niblock Robin Niblock's Wachovia, A Wells Fargo Company Experience January 1998 - January 1999
Job Real Estate Broker with Easy Street Realty
Industry Real Estate
Experience
James Cunning, CPA January 2014 - Present
Easy Street Realty February 2012 - August 2014
Robin Niblock May 2009 - January 2011
NorthEast Medical Center February 1999 - August 2000
Wachovia, A Wells Fargo Company January 1998 - January 1999
Skills
Real Estate, Finance, Accounting, Access, Real Estate Transactions, Microsoft Excel, Management, QuickBooks, Data Entry, Residential Homes, Investments, Foreclosures, Account Reconciliation, Investment Properties, REO, Databases, Brokerage, Property Management, Sellers, Relocation, Short Sales, Referrals, First Time Home Buyers, Condos, Sales, Single Family Homes, New Home Sales, Buyer Representation, Marketing, Small Business
Education
University of Phoenix 2014 — 2015
Working on a Masters in Accounting, Masters
University of North Carolina at Charlotte 1982 — 1997
B.S., Accounting
James Cunning, CPA January 2014 - Present
Easy Street Realty February 2012 - August 2014
Robin Niblock May 2009 - January 2011
NorthEast Medical Center February 1999 - August 2000
Wachovia, A Wells Fargo Company January 1998 - January 1999
Skills
Real Estate, Finance, Accounting, Access, Real Estate Transactions, Microsoft Excel, Management, QuickBooks, Data Entry, Residential Homes, Investments, Foreclosures, Account Reconciliation, Investment Properties, REO, Databases, Brokerage, Property Management, Sellers, Relocation, Short Sales, Referrals, First Time Home Buyers, Condos, Sales, Single Family Homes, New Home Sales, Buyer Representation, Marketing, Small Business
Education
University of Phoenix 2014 — 2015
Working on a Masters in Accounting, Masters
University of North Carolina at Charlotte 1982 — 1997
B.S., Accounting
Joe Harper's Wachovia, A Wells Fargo Company Experience 2002 - 2008
Job Director of IT / Senior Engineer
Industry Information Technology and Services
Experience
TrustPoint International / OrcaTec LLC January 2009 - Present
Wachovia May 2003 - December 2008
Wachovia, A Wells Fargo Company 2002 - 2008
InterCerve May 2001 - May 2003
Price Waterhouse Coopers May 1997 - May 2001
Skills
Cloud Computing, Disaster Recovery, Process Improvement, Integration, SaaS, Lotus Notes, Vendor Management, Visio, Data Center, ITIL, Software Documentation, Servers, Enterprise Software, Microsoft Exchange, Active Directory, Management, Windows Server, Enterprise Architecture, Microsoft SQL Server, IT Management, IT Operations, SQL, IIS, Project Management, IT Strategy, Technical Support, Microsoft Technologies, System Administration, Virtualization, Leadership, Networking
Education
University of North Carolina at Charlotte 1995 — 1997
Bachelor of Science (B.S.), Electrical Engineering Technology
Coastal Carolina Community College 1992 — 1994
Associate of Science (A.S.), Electronic Engineering Technology
TrustPoint International / OrcaTec LLC January 2009 - Present
Wachovia May 2003 - December 2008
Wachovia, A Wells Fargo Company 2002 - 2008
InterCerve May 2001 - May 2003
Price Waterhouse Coopers May 1997 - May 2001
Skills
Cloud Computing, Disaster Recovery, Process Improvement, Integration, SaaS, Lotus Notes, Vendor Management, Visio, Data Center, ITIL, Software Documentation, Servers, Enterprise Software, Microsoft Exchange, Active Directory, Management, Windows Server, Enterprise Architecture, Microsoft SQL Server, IT Management, IT Operations, SQL, IIS, Project Management, IT Strategy, Technical Support, Microsoft Technologies, System Administration, Virtualization, Leadership, Networking
Education
University of North Carolina at Charlotte 1995 — 1997
Bachelor of Science (B.S.), Electrical Engineering Technology
Coastal Carolina Community College 1992 — 1994
Associate of Science (A.S.), Electronic Engineering Technology
LaTrisa Pickett LaTrisa Pickett's Wachovia, A Wells Fargo Company Experience April 2005 - September 2007
Job Patient Account Representative at Rotech Hea
Industry Hospital & Health Care
Experience
RoTech Health November 2013 - Present
Charter Communications August 2012 - Present
Charter Communications August 2012 - November 2013
Carolinas Healthcare System October 2007 - June 2010
Wachovia, A Wells Fargo Company April 2005 - September 2007
Sprint Nextel February 2000 - March 2005
Skills
Medical Billing, Medical Terminology, Medical Coding, HIPAA, Medical Records, Healthcare, Data Entry, Medicare, Invoicing, EMR, CPT, Hospitals, ICD-9, Healthcare Management, 10 Key, Healthcare Information..., Appointment Scheduling, Accounts Receivable, EHR, Customer Service, Call Centers
Education
University of North Carolina at Charlotte 2007 — 2007
Medical Office Assistant
CPCC
RoTech Health November 2013 - Present
Charter Communications August 2012 - Present
Charter Communications August 2012 - November 2013
Carolinas Healthcare System October 2007 - June 2010
Wachovia, A Wells Fargo Company April 2005 - September 2007
Sprint Nextel February 2000 - March 2005
Skills
Medical Billing, Medical Terminology, Medical Coding, HIPAA, Medical Records, Healthcare, Data Entry, Medicare, Invoicing, EMR, CPT, Hospitals, ICD-9, Healthcare Management, 10 Key, Healthcare Information..., Appointment Scheduling, Accounts Receivable, EHR, Customer Service, Call Centers
Education
University of North Carolina at Charlotte 2007 — 2007
Medical Office Assistant
CPCC
Lisa Anderson Davis Lisa Anderson Davis's Wachovia, A Wells Fargo Company Experience October 2003 - June 2009
Job Director of Data Governance, Business Data Management at TIAACREF
Industry Banking
Experience
TIAA-CREF August 2014 - Present
Wells Fargo May 2013 - August 2014
Wells Fargo Home Mortgage August 2010 - May 2013
Wells Fargo June 2009 - August 2010
Wachovia, A Wells Fargo Company October 2003 - June 2009
Skills
Metadata Management, Master Data Management, Data Governance, Data Quality, Data Warehousing, Information Architecture, Data Modeling, Requirements Management, SDLC, Business Requirements, Business Intelligence, Governance, Requirements Analysis, Information Management, Requirements Gathering, Enterprise Architecture, Business Analysis, Data Architecture, Data Integration, ETL, IT Strategy
Education
High Point University
Bachelor of Science (B.S.), Computer Information Systems
University of North Carolina at Charlotte
Bachelor of Arts (B.A.), Business Administration
TIAA-CREF August 2014 - Present
Wells Fargo May 2013 - August 2014
Wells Fargo Home Mortgage August 2010 - May 2013
Wells Fargo June 2009 - August 2010
Wachovia, A Wells Fargo Company October 2003 - June 2009
Skills
Metadata Management, Master Data Management, Data Governance, Data Quality, Data Warehousing, Information Architecture, Data Modeling, Requirements Management, SDLC, Business Requirements, Business Intelligence, Governance, Requirements Analysis, Information Management, Requirements Gathering, Enterprise Architecture, Business Analysis, Data Architecture, Data Integration, ETL, IT Strategy
Education
High Point University
Bachelor of Science (B.S.), Computer Information Systems
University of North Carolina at Charlotte
Bachelor of Arts (B.A.), Business Administration
Dana Witherspoon, MBA Dana Witherspoon, MBA's Wachovia, A Wells Fargo Company Experience April 2003 - November 2004
Job Financial Consultant
Industry Banking
Experience
Wells Fargo July 2013 - Present
TIAA-CREF July 2011 - July 2013
Wells Fargo February 2008 - October 2010
Evergreen Investments July 2007 - February 2008
Evergreen Investments November 2004 - July 2007
Wachovia, A Wells Fargo Company April 2003 - November 2004
Wachovia, A Wells Fargo Company August 2002 - April 2003
Wachovia August 1998 - August 2002
GENERAL ELECTRIC - LIGHTING August 1997 - December 1997
Skills
Access, Account Reconciliation, Accounting, Analysis, Finance, Forecasting, Process Improvement
Education
University of Phoenix 2007 — 2008
Masters, Business Administration
University of North Carolina at Charlotte - Belk College of Business 1994 — 1998
Bachelor of Science, Business Administration; Management
Wells Fargo July 2013 - Present
TIAA-CREF July 2011 - July 2013
Wells Fargo February 2008 - October 2010
Evergreen Investments July 2007 - February 2008
Evergreen Investments November 2004 - July 2007
Wachovia, A Wells Fargo Company April 2003 - November 2004
Wachovia, A Wells Fargo Company August 2002 - April 2003
Wachovia August 1998 - August 2002
GENERAL ELECTRIC - LIGHTING August 1997 - December 1997
Skills
Access, Account Reconciliation, Accounting, Analysis, Finance, Forecasting, Process Improvement
Education
University of Phoenix 2007 — 2008
Masters, Business Administration
University of North Carolina at Charlotte - Belk College of Business 1994 — 1998
Bachelor of Science, Business Administration; Management
Sharon Berry Sharon Berry's Wachovia, A Wells Fargo Company Experience July 1998 - June 2001
Job Communications Specialist II at BB&T
Industry Financial Services
Experience
BB&T September 2007 - Present
BB&T January 2005 - September 2007
Cassels Caywood Love December 2003 - October 2004
Global Pet Products February 2003 - October 2003
Morehead Memorial Hospital July 2001 - February 2003
Wachovia, A Wells Fargo Company July 1998 - June 2001
Skills
Internal Communications, Public Relations, Press Releases, Trade Shows, Intranet, Newsletters, Copy Editing, Internal, Journalism, Advertising, Content Development, Corporate Communications, Editing, Management, Marketing, Marketing Communications, Media Relations, Training
Education
University of North Carolina at Charlotte 1985 — 1989
BA, English/Communication
BB&T September 2007 - Present
BB&T January 2005 - September 2007
Cassels Caywood Love December 2003 - October 2004
Global Pet Products February 2003 - October 2003
Morehead Memorial Hospital July 2001 - February 2003
Wachovia, A Wells Fargo Company July 1998 - June 2001
Skills
Internal Communications, Public Relations, Press Releases, Trade Shows, Intranet, Newsletters, Copy Editing, Internal, Journalism, Advertising, Content Development, Corporate Communications, Editing, Management, Marketing, Marketing Communications, Media Relations, Training
Education
University of North Carolina at Charlotte 1985 — 1989
BA, English/Communication
Leigh Haynes Leigh Haynes's Wachovia, A Wells Fargo Company Experience August 2001 - April 2003
Job Product Consultant II at MetLife
Industry Financial Services
Experience
MetLife January 2014 - Present
Adams-Moore, LLC October 2012 - February 2013
Vanguard June 2011 - September 2012
North Carolina Center for Retirement and Estate Planning July 2010 - May 2011
Morgan Keegan April 2003 - November 2009
Wachovia, a Wells Fargo Company August 2001 - April 2003
Wachovia, a Wells Fargo Company May 1998 - August 2001
Wachovia, A Wells Fargo Company February 1996 - May 1998
Wachovia, A Wells Fargo Company May 1985 - February 1996
Skills
Mutual Funds, Annuities, Customer Relations, Sales Support, 529 Plans, Series 7, Wealth Management, Long Term Care, Series 63, Retirement Planning, Securities, Asset Allocation, Investments, Fixed Income, Fixed Annuities, Long-term Care, Client-oriented, Customer Service, Sales Operations, 401k, Financial Advisory, Investment Advisory, Retirement, Series 65, Insurance, Finance, Estate Planning, Financial Services, Banking, FINRA, Relationship Management, Series 6, IRAs
Education
University of North Carolina at Charlotte 1979 — 1984
BA, Business
MetLife January 2014 - Present
Adams-Moore, LLC October 2012 - February 2013
Vanguard June 2011 - September 2012
North Carolina Center for Retirement and Estate Planning July 2010 - May 2011
Morgan Keegan April 2003 - November 2009
Wachovia, a Wells Fargo Company August 2001 - April 2003
Wachovia, a Wells Fargo Company May 1998 - August 2001
Wachovia, A Wells Fargo Company February 1996 - May 1998
Wachovia, A Wells Fargo Company May 1985 - February 1996
Skills
Mutual Funds, Annuities, Customer Relations, Sales Support, 529 Plans, Series 7, Wealth Management, Long Term Care, Series 63, Retirement Planning, Securities, Asset Allocation, Investments, Fixed Income, Fixed Annuities, Long-term Care, Client-oriented, Customer Service, Sales Operations, 401k, Financial Advisory, Investment Advisory, Retirement, Series 65, Insurance, Finance, Estate Planning, Financial Services, Banking, FINRA, Relationship Management, Series 6, IRAs
Education
University of North Carolina at Charlotte 1979 — 1984
BA, Business
Gloria Szilasi's Wachovia, A Wells Fargo Company Experience September 2010 - January 2011
Job Software Engineer at McKesson Health IT
Industry Higher Education
Experience
McKesson Health IT June 2013 - Present
UNC Charlotte February 2013 - May 2013
McKesson Health IT June 2012 - November 2012
UNC Charlotte September 2011 - May 2012
TTI of USA July 2011 - August 2011
Wachovia, A Wells Fargo Company September 2010 - January 2011
UNC Charlotte May 2010 - August 2010
Skills
Technical Writing, Research, HTML, Java, SQL, JavaScript, Windows, Microsoft Office, CSS, Visio, Programming, Linux, Visual Studio, Photoshop, MySQL, PHP, Web Development, Rapid Prototyping, ASP.NET, Microsoft Word, Computer Science, Team Building, Teamwork, Microsoft SQL Server, Visual Basic, PowerBuilder, Website Testing, Organizing, Word, Social Media Marketing, Social Networking, Quality Assurance, Microsoft Suites, SQL Server Management..., Web Applications, Software Engineering
Education
University of North Carolina at Charlotte 2011 — 2013
Master's degree, Information Technology, 4.0
University of North Carolina at Charlotte 2008 — 2012
BA, Information Technology, 3.4
Ardrey Kell High School 2004 — 2008
McKesson Health IT June 2013 - Present
UNC Charlotte February 2013 - May 2013
McKesson Health IT June 2012 - November 2012
UNC Charlotte September 2011 - May 2012
TTI of USA July 2011 - August 2011
Wachovia, A Wells Fargo Company September 2010 - January 2011
UNC Charlotte May 2010 - August 2010
Skills
Technical Writing, Research, HTML, Java, SQL, JavaScript, Windows, Microsoft Office, CSS, Visio, Programming, Linux, Visual Studio, Photoshop, MySQL, PHP, Web Development, Rapid Prototyping, ASP.NET, Microsoft Word, Computer Science, Team Building, Teamwork, Microsoft SQL Server, Visual Basic, PowerBuilder, Website Testing, Organizing, Word, Social Media Marketing, Social Networking, Quality Assurance, Microsoft Suites, SQL Server Management..., Web Applications, Software Engineering
Education
University of North Carolina at Charlotte 2011 — 2013
Master's degree, Information Technology, 4.0
University of North Carolina at Charlotte 2008 — 2012
BA, Information Technology, 3.4
Ardrey Kell High School 2004 — 2008
Tammy Viccari Tammy Viccari's Wachovia, A Wells Fargo Company Experience October 1998 - March 2007
Job Regional Vice President, GA, E TN at Symetra Financial
Industry Financial Services
Experience
Symetra Financial February 2011 - Present
ING March 2007 - November 2010
Wachovia, A Wells Fargo Company October 1998 - March 2007
Skills
Series 7, Fixed Annuities, Financial Advisory, Health Insurance, New Business Development, Business Development, Certified Retirement..., Financial Services, Selling, Wealth Management, Marketing, Mutual Funds, Investments, Insurance, Sales Operations, Retirement, Wealth, Indexed Annuities, Sales, Retirement Planning, Series 63, Finance, Financial Planning, Asset Allocation
Education
University of North Carolina at Charlotte 1992 — 1997
BA, Communication Studies/Public Rel/English
East Mecklenburg High School 1989 — 1992
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Symetra Financial February 2011 - Present
ING March 2007 - November 2010
Wachovia, A Wells Fargo Company October 1998 - March 2007
Skills
Series 7, Fixed Annuities, Financial Advisory, Health Insurance, New Business Development, Business Development, Certified Retirement..., Financial Services, Selling, Wealth Management, Marketing, Mutual Funds, Investments, Insurance, Sales Operations, Retirement, Wealth, Indexed Annuities, Sales, Retirement Planning, Series 63, Finance, Financial Planning, Asset Allocation
Education
University of North Carolina at Charlotte 1992 — 1997
BA, Communication Studies/Public Rel/English
East Mecklenburg High School 1989 — 1992
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
John Mullis John Mullis's Wachovia, A Wells Fargo Company Experience 2009 - 2010
Job Inside Sales at JobFinderUSA
Industry Publishing
Experience
JobFinderUSA 2010 - Present
Wachovia, A Wells Fargo Company 2009 - 2010
Crabtree Mortgage 2006 - 2009
Alexa Mortgage 2005 - 2006
Saxon Mortgage 2001 - 2005
Skills
Credit, Sales Management, Advertising, Account Management, New Business Development, Negotiation, Excel, Word, Microsoft Office, Cold Calling, Social Media, Compliance, B2B, Credit Analysis, Microsoft Excel, Contract Negotiation, Leadership, Recruiting, Business Development, Marketing, Coaching, Strategic Planning, Sales Process, Team Building, Sales, Public Speaking, Direct Sales, Mortgage Lending, Sales Operations, Salesforce.com, Microsoft Word, Time Management, Training, Lead Generation, CRM, Team Leadership, Customer Service, Public Relations, Marketing Strategy, Marketing Communications, Social Media Marketing, Loans, Management, Online Marketing, Customer Retention
Education
University of North Carolina at Charlotte 1990 — 1991
JobFinderUSA 2010 - Present
Wachovia, A Wells Fargo Company 2009 - 2010
Crabtree Mortgage 2006 - 2009
Alexa Mortgage 2005 - 2006
Saxon Mortgage 2001 - 2005
Skills
Credit, Sales Management, Advertising, Account Management, New Business Development, Negotiation, Excel, Word, Microsoft Office, Cold Calling, Social Media, Compliance, B2B, Credit Analysis, Microsoft Excel, Contract Negotiation, Leadership, Recruiting, Business Development, Marketing, Coaching, Strategic Planning, Sales Process, Team Building, Sales, Public Speaking, Direct Sales, Mortgage Lending, Sales Operations, Salesforce.com, Microsoft Word, Time Management, Training, Lead Generation, CRM, Team Leadership, Customer Service, Public Relations, Marketing Strategy, Marketing Communications, Social Media Marketing, Loans, Management, Online Marketing, Customer Retention
Education
University of North Carolina at Charlotte 1990 — 1991
Tony Whitley Tony Whitley's Wachovia, A Wells Fargo Company Experience April 2006 - September 2006
Job Operations Specialist at Adhesion Wealth Advisor Solutions Inc
Industry Computer Software
Experience
Adhesion Wealth Advisor Solutions Inc September 2011 - Present
Infovisa March 2007 - August 2011
Wachovia, A Wells Fargo Company April 2006 - September 2006
Wachovia, A Wells Fargo Company June 2003 - March 2006
Wachovia, A Wells Fargo Company August 1998 - June 2003
First Union National Bank May 1996 - August 1998
Skills
Cash Management, Banking, Wealth Management, Commercial Banking, Asset Managment
Education
UNC Charlotte 1993 — 1997
BSBA, Operations Management
University of North Carolina at Charlotte - Belk College of Business 1993 — 1997
BSBA, Operations Management
North Wilkes 1986 — 1990
Adhesion Wealth Advisor Solutions Inc September 2011 - Present
Infovisa March 2007 - August 2011
Wachovia, A Wells Fargo Company April 2006 - September 2006
Wachovia, A Wells Fargo Company June 2003 - March 2006
Wachovia, A Wells Fargo Company August 1998 - June 2003
First Union National Bank May 1996 - August 1998
Skills
Cash Management, Banking, Wealth Management, Commercial Banking, Asset Managment
Education
UNC Charlotte 1993 — 1997
BSBA, Operations Management
University of North Carolina at Charlotte - Belk College of Business 1993 — 1997
BSBA, Operations Management
North Wilkes 1986 — 1990
Greg Ross Greg Ross's Wachovia, A Wells Fargo Company Experience April 2010 - March 2011
Job Senior Consultant at Carlisle & Gallagher Consulting Group
Industry Management Consulting
Experience
Carlisle & Gallagher Consulting Group September 2011 - Present
Wachovia, A Wells Fargo Company April 2010 - March 2011
Wachovia, A Wells Fargo Company September 2009 - April 2010
Wachovia January 2005 - June 2009
First Union/Wachovia, Charlotte, NC May 2000 - January 2005
First Union National Bank, Charlotte, NC October 1998 - May 2000
First Union National Bank, Charlotte, NC December 1995 - October 1998
The Peninsula Club, Huntersville, NC April 1991 - August 1994
Pine Lakes Intl. Country Club, Myrtle Beach, SC July 1988 - April 1991
Skills
Business Analysis, Banking, Process Improvement, Vendor Management, Financial Services, SDLC, Visio, Process Management, Governance, Analytics, Management, E-commerce, Volunteer Management, Project Management, Program Management, Strategy, Team Building, Web Services, Software Project..., User Acceptance Testing, Enterprise Architecture, Change Management, Analysis, Requirements Analysis, Board Development, Cross-functional Team..., PMO, Enterprise Software, Management Consulting, Integration, Agile Methodologies, Alumni Affairs, Project Portfolio..., Business Process, Business Process..., Requirements Gathering, Business Intelligence, Testing, PMP, Business Requirements, IT Strategy, IT Management, Solution Architecture, Leadership, Project Delivery, SOA, Product Management, Resource Management, Systems Analysis, Architectures
Education
University of North Carolina at Charlotte 1983 — 1988
Bachelor of Arts, Business Administration, concentration in Marketing & Sales
Carlisle & Gallagher Consulting Group September 2011 - Present
Wachovia, A Wells Fargo Company April 2010 - March 2011
Wachovia, A Wells Fargo Company September 2009 - April 2010
Wachovia January 2005 - June 2009
First Union/Wachovia, Charlotte, NC May 2000 - January 2005
First Union National Bank, Charlotte, NC October 1998 - May 2000
First Union National Bank, Charlotte, NC December 1995 - October 1998
The Peninsula Club, Huntersville, NC April 1991 - August 1994
Pine Lakes Intl. Country Club, Myrtle Beach, SC July 1988 - April 1991
Skills
Business Analysis, Banking, Process Improvement, Vendor Management, Financial Services, SDLC, Visio, Process Management, Governance, Analytics, Management, E-commerce, Volunteer Management, Project Management, Program Management, Strategy, Team Building, Web Services, Software Project..., User Acceptance Testing, Enterprise Architecture, Change Management, Analysis, Requirements Analysis, Board Development, Cross-functional Team..., PMO, Enterprise Software, Management Consulting, Integration, Agile Methodologies, Alumni Affairs, Project Portfolio..., Business Process, Business Process..., Requirements Gathering, Business Intelligence, Testing, PMP, Business Requirements, IT Strategy, IT Management, Solution Architecture, Leadership, Project Delivery, SOA, Product Management, Resource Management, Systems Analysis, Architectures
Education
University of North Carolina at Charlotte 1983 — 1988
Bachelor of Arts, Business Administration, concentration in Marketing & Sales
Phil McFadden Phil McFadden's Wachovia, A Wells Fargo Company Experience April 2008 - November 2009
Job Systems Analyst Programmer at Novant Health
Industry Information Technology and Services
Experience
Novant Health April 2013 - Present
Novant Health November 2012 - April 2013
Charlotte in 2012 - Democratic National Convention March 2012 - October 2012
Charlotte in 2012 - Democratic National Convention October 2011 - October 2012
Wells Fargo December 2010 - October 2011
Seeking Professional Opportunities November 2010 - December 2010
Clear May 2010 - October 2010
Wachovia, A Wells Fargo Company April 2008 - November 2009
Family Dollar October 2001 - April 2004
SI International January 1998 - September 1998
Skills
Windows 7, Active Directory, Network Security, Windows Server, Troubleshooting, System Administration, XP, Computer Hardware, Servers, Help Desk Support, Security, Microsoft Exchange, VMware, Access, Wireless Networking, Network Administration, WAN, Visio, IT Operations, Routers, Software Installation, Citrix, Printers, Networking, Technical Support, TCP/IP, Software Documentation, VoIP, Cisco Technologies, Blackberry, Switches, Operating Systems, Windows, Hardware, Laptops, Lotus Notes, Project Management, Wireless, VPN, Windows Vista, Information Technology, BMC Remedy, Computer Security, Information Security, Integration, Testing, Disaster Recovery, System Deployment, DNS, Windows XP
Education
University of North Carolina at Charlotte 2004 — 2008
Bachelor of Science, Industrial Operations Management
East Clarendon High
Novant Health April 2013 - Present
Novant Health November 2012 - April 2013
Charlotte in 2012 - Democratic National Convention March 2012 - October 2012
Charlotte in 2012 - Democratic National Convention October 2011 - October 2012
Wells Fargo December 2010 - October 2011
Seeking Professional Opportunities November 2010 - December 2010
Clear May 2010 - October 2010
Wachovia, A Wells Fargo Company April 2008 - November 2009
Family Dollar October 2001 - April 2004
SI International January 1998 - September 1998
Skills
Windows 7, Active Directory, Network Security, Windows Server, Troubleshooting, System Administration, XP, Computer Hardware, Servers, Help Desk Support, Security, Microsoft Exchange, VMware, Access, Wireless Networking, Network Administration, WAN, Visio, IT Operations, Routers, Software Installation, Citrix, Printers, Networking, Technical Support, TCP/IP, Software Documentation, VoIP, Cisco Technologies, Blackberry, Switches, Operating Systems, Windows, Hardware, Laptops, Lotus Notes, Project Management, Wireless, VPN, Windows Vista, Information Technology, BMC Remedy, Computer Security, Information Security, Integration, Testing, Disaster Recovery, System Deployment, DNS, Windows XP
Education
University of North Carolina at Charlotte 2004 — 2008
Bachelor of Science, Industrial Operations Management
East Clarendon High
Mark Misenheimer Mark Misenheimer's Wachovia, A Wells Fargo Company Experience November 2002 - May 2009
Job Senior Credit Officer at First Tennessee Bank
Industry Banking
Experience
First Tennessee Bank June 2010 - Present
Wachovia, A Wells Fargo Company November 2002 - May 2009
First Union National Bank: Intitutional Debt Management August 2000 - May 2002
First Union National Bank January 1991 - August 2000
Skills
Portfolio Management, Credit, Risk Management, Loans, Investments, Commercial Banking, Financial Structuring, Credit Analysis, Credit Risk, Underwriting, Securities, Commercial Lending, Consumer Lending, Loan Origination, Financial Risk, Asset Based Lending, Lines Of Credit, Capital Markets, Cash Management, Financial Services, Cash Flow Lending, Financial Institutions, Relationship Management, Small Business Lending, Treasury Management, Corporate Finance, Operational Risk
Education
University of North Carolina at Charlotte 1978 — 1982
BA, Finance, accounting, marketing
First Tennessee Bank June 2010 - Present
Wachovia, A Wells Fargo Company November 2002 - May 2009
First Union National Bank: Intitutional Debt Management August 2000 - May 2002
First Union National Bank January 1991 - August 2000
Skills
Portfolio Management, Credit, Risk Management, Loans, Investments, Commercial Banking, Financial Structuring, Credit Analysis, Credit Risk, Underwriting, Securities, Commercial Lending, Consumer Lending, Loan Origination, Financial Risk, Asset Based Lending, Lines Of Credit, Capital Markets, Cash Management, Financial Services, Cash Flow Lending, Financial Institutions, Relationship Management, Small Business Lending, Treasury Management, Corporate Finance, Operational Risk
Education
University of North Carolina at Charlotte 1978 — 1982
BA, Finance, accounting, marketing
Conchita LaToya Hoyle Conchita LaToya Hoyle's Wachovia, A Wells Fargo Company Experience April 2007 - Present
Job Wealth Management Operations Specialist at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company April 2007 - Present
Bank of America May 2004 - March 2005
Bank of America February 2001 - March 2005
Education
Strayer University 2008 — 2011
Master of Business, Finance
University of North Carolina at Charlotte - Belk College of Business 2003 — 2007
Bachelor of Science in Business Admistration, Management
Wachovia, A Wells Fargo Company April 2007 - Present
Bank of America May 2004 - March 2005
Bank of America February 2001 - March 2005
Education
Strayer University 2008 — 2011
Master of Business, Finance
University of North Carolina at Charlotte - Belk College of Business 2003 — 2007
Bachelor of Science in Business Admistration, Management
Theresa Graves, PMP, Six Sigma Greenbelt's Wachovia, A Wells Fargo Company Experience March 2004 - March 2010
Job Project Manager 3 at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2014 - Present
Wells Fargo November 2010 - Present
Wachovia, A Wells Fargo Company March 2004 - March 2010
NC Triad PMI November 2007 - November 2009
Bank of America March 1998 - February 2004
Duke Energy September 1990 - March 1998
Skills
PMP, Program Management, Project Portfolio..., MS Project, PMO, Vendor Management, Process Improvement, SDLC, Project Management, Management, Leadership, Team Leadership, Certified Project..., ITIL, Microsoft Office, Team Building, Microsoft Project, Software Project..., Disaster Recovery, Visio, Software Documentation, Integration, Data Center, Enterprise Architecture, IT Management, MS Office Suite
Education
University of North Carolina at Charlotte 1973 — 1977
BA, Business Administration
Ben L. Smith High School 1971 — 1973
High School diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Wells Fargo April 2014 - Present
Wells Fargo November 2010 - Present
Wachovia, A Wells Fargo Company March 2004 - March 2010
NC Triad PMI November 2007 - November 2009
Bank of America March 1998 - February 2004
Duke Energy September 1990 - March 1998
Skills
PMP, Program Management, Project Portfolio..., MS Project, PMO, Vendor Management, Process Improvement, SDLC, Project Management, Management, Leadership, Team Leadership, Certified Project..., ITIL, Microsoft Office, Team Building, Microsoft Project, Software Project..., Disaster Recovery, Visio, Software Documentation, Integration, Data Center, Enterprise Architecture, IT Management, MS Office Suite
Education
University of North Carolina at Charlotte 1973 — 1977
BA, Business Administration
Ben L. Smith High School 1971 — 1973
High School diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Meghan Stamper's Wachovia, A Wells Fargo Company Experience July 2008 - October 2010
Job Applied Technology Program (ATP) and Centralized Services Manager at Bank of America
Industry Banking
Experience
Bank of America October 2013 - Present
Bank of America May 2011 - October 2013
Wells Fargo October 2010 - May 2011
Wachovia, A Wells Fargo Company July 2008 - October 2010
Skills
Infrastructure, Relationship Management, SDLC, Leadership, Risk Management, Team Leadership, Needs Analysis, Financial Services, Strategic Planning, Analytics, Management, SharePoint, Access, Requirements Gathering, Business Analysis, Vendor Management, Project Management, Process Improvement, Business Requirements, Banking
Education
University of North Carolina at Charlotte 2005 — 2008
Bachelors, Organizational Communications
Bank of America October 2013 - Present
Bank of America May 2011 - October 2013
Wells Fargo October 2010 - May 2011
Wachovia, A Wells Fargo Company July 2008 - October 2010
Skills
Infrastructure, Relationship Management, SDLC, Leadership, Risk Management, Team Leadership, Needs Analysis, Financial Services, Strategic Planning, Analytics, Management, SharePoint, Access, Requirements Gathering, Business Analysis, Vendor Management, Project Management, Process Improvement, Business Requirements, Banking
Education
University of North Carolina at Charlotte 2005 — 2008
Bachelors, Organizational Communications
Paula Grande Paula Grande's Wachovia, A Wells Fargo Company Experience July 1998 - November 2006
Job Vendor Risk Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2006 - Present
Wachovia, A Wells Fargo Company July 1998 - November 2006
Skills
Banking, Process Improvement, Change Management, Team Building, Vendor Management, Customer Service, Employee Relations, Operations Management, Risk Management, Relationship Management, Microsoft Excel, Microsoft Office, Leadership, Coaching, Talent Management, Budgets, Outlook, Project Management, Onboarding, Strategic Planning, Management, Contract Negotiation, Performance Management
Education
University of North Carolina at Charlotte 1994 — 1998
BSBA, Management - Human Resources
University of North Carolina at Charlotte - Belk College of Business 1994 — 1998
Bachelor of Science (BS), Human Resources Management/Personnel Administration, General
Wells Fargo November 2006 - Present
Wachovia, A Wells Fargo Company July 1998 - November 2006
Skills
Banking, Process Improvement, Change Management, Team Building, Vendor Management, Customer Service, Employee Relations, Operations Management, Risk Management, Relationship Management, Microsoft Excel, Microsoft Office, Leadership, Coaching, Talent Management, Budgets, Outlook, Project Management, Onboarding, Strategic Planning, Management, Contract Negotiation, Performance Management
Education
University of North Carolina at Charlotte 1994 — 1998
BSBA, Management - Human Resources
University of North Carolina at Charlotte - Belk College of Business 1994 — 1998
Bachelor of Science (BS), Human Resources Management/Personnel Administration, General
Shannon Waggy Shelton's Wachovia, A Wells Fargo Company Experience November 2010 - October 2012
Job Wealth Division Sales & Service Analyst at BB&T Wealth
Industry Banking
Experience
BB&T Wealth August 2012 - Present
Wachovia, A Wells Fargo Company November 2010 - October 2012
North Carolina Project Lifesaver November 2009 - November 2010
Wachovia Dealer Services May 2008 - July 2009
GMAC December 2004 - April 2008
Skills
Banking, Credit Analysis, Loans, Credit, Portfolio Management, Relationship Management, Credit Risk, Consumer Lending, Risk Management, Financial Analysis, Finance, Commercial Lending, Financial Modeling, Business Analysis, Investments, Process Improvement, Corporate Finance, Due Diligence, Commercial Banking, Underwriting, Sales, Asset Management, Marketing, Mortgage Lending, Management, Analysis
Education
University of North Carolina at Charlotte 2002 — 2004
BS BA, Finance and IOM
Western Carolina University 2000 — 2001
CIS
BB&T Wealth August 2012 - Present
Wachovia, A Wells Fargo Company November 2010 - October 2012
North Carolina Project Lifesaver November 2009 - November 2010
Wachovia Dealer Services May 2008 - July 2009
GMAC December 2004 - April 2008
Skills
Banking, Credit Analysis, Loans, Credit, Portfolio Management, Relationship Management, Credit Risk, Consumer Lending, Risk Management, Financial Analysis, Finance, Commercial Lending, Financial Modeling, Business Analysis, Investments, Process Improvement, Corporate Finance, Due Diligence, Commercial Banking, Underwriting, Sales, Asset Management, Marketing, Mortgage Lending, Management, Analysis
Education
University of North Carolina at Charlotte 2002 — 2004
BS BA, Finance and IOM
Western Carolina University 2000 — 2001
CIS
Shawn Kocher, CPA's Wachovia, A Wells Fargo Company Experience February 2002 - November 2009
Job VP Finance
Industry Legal Services
Experience
Garretson Resolution Group April 2014 - Present
Garretson Resolution Group August 2011 - April 2014
N4 Group September 2010 - April 2011
Ally Financial Inc. November 2009 - September 2010
Wachovia, A Wells Fargo Company February 2002 - November 2009
Solectron Technology February 2001 - February 2002
Arthur Andersen July 1999 - February 2001
Lance, Inc November 1998 - July 1999
Lance, Inc March 1998 - November 1998
Arthur Andersen August 1995 - March 1998
Skills
Financial Analysis, Access, Accounting, Management, Financial Modeling, Auditing, Internal Controls, GAAP, Cash Management, Variance Analysis, US GAAP, General Ledger, Financial Accounting, Mergers, Strategic Financial..., Internal Audit, Risk Management, Due Diligence, Financial Statements, Financial Reporting, Essbase, Leadership, SEC filings, Budgets, Finance, Mergers & Acquisitions
Education
University of North Carolina at Charlotte - Belk College of Business 1990 — 1995
BS, Accounting
Garinger High School 1987 — 1990
Garretson Resolution Group April 2014 - Present
Garretson Resolution Group August 2011 - April 2014
N4 Group September 2010 - April 2011
Ally Financial Inc. November 2009 - September 2010
Wachovia, A Wells Fargo Company February 2002 - November 2009
Solectron Technology February 2001 - February 2002
Arthur Andersen July 1999 - February 2001
Lance, Inc November 1998 - July 1999
Lance, Inc March 1998 - November 1998
Arthur Andersen August 1995 - March 1998
Skills
Financial Analysis, Access, Accounting, Management, Financial Modeling, Auditing, Internal Controls, GAAP, Cash Management, Variance Analysis, US GAAP, General Ledger, Financial Accounting, Mergers, Strategic Financial..., Internal Audit, Risk Management, Due Diligence, Financial Statements, Financial Reporting, Essbase, Leadership, SEC filings, Budgets, Finance, Mergers & Acquisitions
Education
University of North Carolina at Charlotte - Belk College of Business 1990 — 1995
BS, Accounting
Garinger High School 1987 — 1990
Steve Tsumas Steve Tsumas's Wachovia, A Wells Fargo Company Experience April 2001 - August 2008
Job Technology Leader | Consulting | Operations Leader | Six Sigma Black Belt | Program Management
Industry Financial Services
Experience
PayPal February 2014 - April 2015
1st Street Advisors November 2011 - February 2014
Wells Fargo August 2008 - November 2011
Wachovia, A Wells Fargo Company April 2001 - August 2008
Skills
Six Sigma, Black Belt, ASQ, Retirement Planning, Strategic Financial..., Banking, Retirement, Financial Advisory, Insurance, Long-term Care, Risk Management, SDLC, Wealth Management, Series 7, Mutual Funds, Financial Services, Fixed Annuities, Series 63, Vendor Management, Relationship Management, Resource Management, 401k, Investment Advisory, Securities, IRAs, Portfolio Management, Estate Planning, Life Insurance, Disability Insurance, Finance, FINRA, Asset Management, Business Analysis, Term Life Insurance, Business Process..., Financial Planning
Education
University of North Carolina at Charlotte - Belk College of Business
Bachelor of Arts, Business Administration
PayPal February 2014 - April 2015
1st Street Advisors November 2011 - February 2014
Wells Fargo August 2008 - November 2011
Wachovia, A Wells Fargo Company April 2001 - August 2008
Skills
Six Sigma, Black Belt, ASQ, Retirement Planning, Strategic Financial..., Banking, Retirement, Financial Advisory, Insurance, Long-term Care, Risk Management, SDLC, Wealth Management, Series 7, Mutual Funds, Financial Services, Fixed Annuities, Series 63, Vendor Management, Relationship Management, Resource Management, 401k, Investment Advisory, Securities, IRAs, Portfolio Management, Estate Planning, Life Insurance, Disability Insurance, Finance, FINRA, Asset Management, Business Analysis, Term Life Insurance, Business Process..., Financial Planning
Education
University of North Carolina at Charlotte - Belk College of Business
Bachelor of Arts, Business Administration
Kathleen Helms's Wachovia, A Wells Fargo Company Experience May 2008 - December 2009
Job University Relations Coordinator at The Vanguard Group
Industry Investment Management
Experience
Vanguard July 2015 - Present
Vanguard June 2013 - July 2015
Vanguard January 2012 - June 2013
Vanguard May 2011 - January 2012
McColl Partners May 2010 - May 2011
Wachovia, A Wells Fargo Company May 2008 - December 2009
Skills
Series 6, Series 63, Series 7, Training
Education
University of North Carolina at Charlotte - Belk College of Business 2009 — 2011
Bachelor of Science, International Business
University of South Carolina - Darla Moore School of Business 2007 — 2009
None, Pre-International Business and Accounting
Vanguard July 2015 - Present
Vanguard June 2013 - July 2015
Vanguard January 2012 - June 2013
Vanguard May 2011 - January 2012
McColl Partners May 2010 - May 2011
Wachovia, A Wells Fargo Company May 2008 - December 2009
Skills
Series 6, Series 63, Series 7, Training
Education
University of North Carolina at Charlotte - Belk College of Business 2009 — 2011
Bachelor of Science, International Business
University of South Carolina - Darla Moore School of Business 2007 — 2009
None, Pre-International Business and Accounting
Griffin, Mark Griffin, Mark's Wachovia, A Wells Fargo Company Experience January 2003 - December 2008
Job Treasury Services District Manager at BB&T
Industry Financial Services
Experience
BB&T June 2013 - Present
BB&T December 2008 - June 2013
Wachovia, A Wells Fargo Company January 2003 - December 2008
J.M. Huber Corporation December 2001 - December 2002
Wachovia, A Wells Fargo Company September 2000 - December 2001
Gold Kist Inc. August 1996 - September 2000
Skills
Project Planning, Problem Solving, Product Development, Treasury, Payment Systems, Cost Analysis, Direct Sales, Consultative Selling, Corporate Finance, Debt Management, Accounts Receivable, Accounts Payable, Legal Issues, Disaster Preparedness, Business Continuity, Economics, Economic Research, Payments, Cash Management, Treasury Management, Working Capital..., Financial Analysis, Treasury Services, Banking, Analysis, Liquidity Management, Commercial Banking, Financial Services, Selling, Management
Education
University of North Carolina at Charlotte - Belk College of Business 1994 — 1996
Masters, Economics
Valdosta State University 1988 — 1993
BA, Business, Finance
BB&T June 2013 - Present
BB&T December 2008 - June 2013
Wachovia, A Wells Fargo Company January 2003 - December 2008
J.M. Huber Corporation December 2001 - December 2002
Wachovia, A Wells Fargo Company September 2000 - December 2001
Gold Kist Inc. August 1996 - September 2000
Skills
Project Planning, Problem Solving, Product Development, Treasury, Payment Systems, Cost Analysis, Direct Sales, Consultative Selling, Corporate Finance, Debt Management, Accounts Receivable, Accounts Payable, Legal Issues, Disaster Preparedness, Business Continuity, Economics, Economic Research, Payments, Cash Management, Treasury Management, Working Capital..., Financial Analysis, Treasury Services, Banking, Analysis, Liquidity Management, Commercial Banking, Financial Services, Selling, Management
Education
University of North Carolina at Charlotte - Belk College of Business 1994 — 1996
Masters, Economics
Valdosta State University 1988 — 1993
BA, Business, Finance
Deana Adams, PMP Deana Adams, PMP's Wachovia, A Wells Fargo Company Experience March 2010 - August 2011
Job VP, Operational Excellence Business Process Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2011 - Present
Wachovia, A Wells Fargo Company March 2010 - August 2011
Wachovia, A Wells Fargo Company May 2005 - March 2010
Wachovia, A Wells Fargo Company June 1999 - May 2005
Skills
Project Management..., PMP, Project Management, Business Process, SDLC, Vendor Management, Business Analysis, Risk Management, Loans, Portfolio Management
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 1997
Bachelor of Science in Business Administration, Financial Institutions
Wells Fargo August 2011 - Present
Wachovia, A Wells Fargo Company March 2010 - August 2011
Wachovia, A Wells Fargo Company May 2005 - March 2010
Wachovia, A Wells Fargo Company June 1999 - May 2005
Skills
Project Management..., PMP, Project Management, Business Process, SDLC, Vendor Management, Business Analysis, Risk Management, Loans, Portfolio Management
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 1997
Bachelor of Science in Business Administration, Financial Institutions
Staci Shatsoff, MBA Staci Shatsoff, MBA's Wachovia, A Wells Fargo Company Experience January 2006 - November 2006
Job Manager; Financial Advisory Services at Deloitte
Industry Financial Services
Experience
Deloitte May 2014 - Present
Bank of America January 2010 - April 2014
Bank of America July 2007 - December 2009
Bank of America November 2006 - August 2007
Wachovia, A Wells Fargo Company January 2006 - November 2006
Wachovia, A Wells Fargo Company April 2003 - January 2006
Advanced Technology Institute 2001 - 2003
Skills
Risk Management, Analytics, Portfolio Management, Finance, Banking, Process Improvement, Analysis, Fraud, Financial Analysis, Internal Audit, Project Management, Financial Modeling, Credit Cards, Business Analysis, Strategic Financial..., Forecasting, Debit Cards, Fraud Detection, Online Fraud, Bank Fraud, Wire, Check Fraud, ACH, Volunteer Organization, Six Sigma
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2011
MBA
University of North Carolina at Charlotte 1996 — 2000
BA, Math
Deloitte May 2014 - Present
Bank of America January 2010 - April 2014
Bank of America July 2007 - December 2009
Bank of America November 2006 - August 2007
Wachovia, A Wells Fargo Company January 2006 - November 2006
Wachovia, A Wells Fargo Company April 2003 - January 2006
Advanced Technology Institute 2001 - 2003
Skills
Risk Management, Analytics, Portfolio Management, Finance, Banking, Process Improvement, Analysis, Fraud, Financial Analysis, Internal Audit, Project Management, Financial Modeling, Credit Cards, Business Analysis, Strategic Financial..., Forecasting, Debit Cards, Fraud Detection, Online Fraud, Bank Fraud, Wire, Check Fraud, ACH, Volunteer Organization, Six Sigma
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2011
MBA
University of North Carolina at Charlotte 1996 — 2000
BA, Math
Julian Juli Black Julian Juli Black's Wachovia, A Wells Fargo Company Experience February 2011 - September 2013
Job Strategic Business Associate
Industry Banking
Experience
Wells Fargo September 2013 - Present
Wachovia, A Wells Fargo Company February 2011 - September 2013
Wachovia, A Wells Fargo Company December 2009 - January 2011
J W Marketing June 2009 - November 2009
Skills
Banking, Customer Service, Customer Relations, Loans, Credit, Lines Of Credit, Consumer Lending, Commercial Lending, Cross Selling, Sales, Commercial Banking, Loan Origination, Retirement Planning, Retail Banking, Deposits, Refinance, Microsoft Excel, Coaching, Relationship Management, Cash Management, Internet Banking, Credit Cards, Credit Risk, Loss Mitigation, Small Business Lending
Education
University of North Carolina at Charlotte 2005 — 2009
BSBA, Marketing
Wells Fargo September 2013 - Present
Wachovia, A Wells Fargo Company February 2011 - September 2013
Wachovia, A Wells Fargo Company December 2009 - January 2011
J W Marketing June 2009 - November 2009
Skills
Banking, Customer Service, Customer Relations, Loans, Credit, Lines Of Credit, Consumer Lending, Commercial Lending, Cross Selling, Sales, Commercial Banking, Loan Origination, Retirement Planning, Retail Banking, Deposits, Refinance, Microsoft Excel, Coaching, Relationship Management, Cash Management, Internet Banking, Credit Cards, Credit Risk, Loss Mitigation, Small Business Lending
Education
University of North Carolina at Charlotte 2005 — 2009
BSBA, Marketing
Lauren Redmond Lauren Redmond's Wachovia, A Wells Fargo Company Experience February 2010 - January 2012
Job Assistant Vice President, Specialist Information Security Engineer at Bank of America
Industry Banking
Experience
Bank of America June 2013 - Present
TEKsystems July 2012 - June 2013
Security Central of NC September 2011 - April 2012
Wachovia, A Wells Fargo Company February 2010 - January 2012
The Clearing House January 2008 - August 2009
SOUTHEAST INDUSTRIAL EQUIPMENT April 2005 - January 2008
American Adventure, Inc. May 2002 - September 2004
Carotek, Inc. February 2003 - June 2003
Skills
Windows Server, Active Directory, Information Security, Visio, Security, Disaster Recovery, Network Security, Troubleshooting, Servers, VMware, Microsoft Exchange, System Administration, DNS, Networking, Technical Support, Infrastructure, Process Improvement
Education
ECPI College of Technology - Charlotte 2000 — 2001
Associate of Science (AS), IT / Networking
UNC Charlotte 1997 — 2000
Bachelor of Science (BS) - In Progress, Management Information Systems and Services
Bank of America June 2013 - Present
TEKsystems July 2012 - June 2013
Security Central of NC September 2011 - April 2012
Wachovia, A Wells Fargo Company February 2010 - January 2012
The Clearing House January 2008 - August 2009
SOUTHEAST INDUSTRIAL EQUIPMENT April 2005 - January 2008
American Adventure, Inc. May 2002 - September 2004
Carotek, Inc. February 2003 - June 2003
Skills
Windows Server, Active Directory, Information Security, Visio, Security, Disaster Recovery, Network Security, Troubleshooting, Servers, VMware, Microsoft Exchange, System Administration, DNS, Networking, Technical Support, Infrastructure, Process Improvement
Education
ECPI College of Technology - Charlotte 2000 — 2001
Associate of Science (AS), IT / Networking
UNC Charlotte 1997 — 2000
Bachelor of Science (BS) - In Progress, Management Information Systems and Services
Cheri Turner's Wachovia, A Wells Fargo Company Experience January 2005 - April 2007
Job Director Finance at Equifax
Industry Information Services
Experience
Equifax February 2012 - Present
Wachovia, A Wells Fargo Company January 2005 - April 2007
Wachovia, A Wells Fargo Company December 2001 - January 2005
Specialty Finance January 2000 - November 2001
Wachovia Corporation June 1998 - May 2000
Wachovia Corporation January 1997 - June 1998
Skills
Forecasting, Financial Modeling, Financial Reporting, Finance, Management, Analysis, Mergers & Acquisitions, Banking, Variance Analysis, Budgets, Accounting, Strategic Planning, Internal Controls, Project Planning, Corporate Finance
Education
University of North Carolina at Charlotte - Belk College of Business 1999 — 2003
MBA, Finance
University of North Carolina at Greensboro 1993 — 1996
Bachelor of Science, Finance
Equifax February 2012 - Present
Wachovia, A Wells Fargo Company January 2005 - April 2007
Wachovia, A Wells Fargo Company December 2001 - January 2005
Specialty Finance January 2000 - November 2001
Wachovia Corporation June 1998 - May 2000
Wachovia Corporation January 1997 - June 1998
Skills
Forecasting, Financial Modeling, Financial Reporting, Finance, Management, Analysis, Mergers & Acquisitions, Banking, Variance Analysis, Budgets, Accounting, Strategic Planning, Internal Controls, Project Planning, Corporate Finance
Education
University of North Carolina at Charlotte - Belk College of Business 1999 — 2003
MBA, Finance
University of North Carolina at Greensboro 1993 — 1996
Bachelor of Science, Finance
Elcin Icingir's Wachovia, A Wells Fargo Company Experience 2004 - 2009
Job Director at Wells Fargo Securities
Industry Investment Management
Experience
Wells Fargo Securities January 2013 - Present
Wells Fargo Bank September 2009 - January 2013
Wachovia June 2004 - September 2009
Wachovia Securities 2005 - 2009
Wachovia, A Wells Fargo Company 2004 - 2009
ABN AMRO 1999 - 2001
Skills
Capital Markets, Derivatives, Fixed Income, Structured Products, Portfolio Management, Banking, Trading, Risk Management, Commodity, Financial Services, Bloomberg, Asset Management, Investment Banking, Financial Risk, Financial Markets
Education
University of North Carolina at Charlotte - Belk College of Business 2002 — 2004
Master of Business Administration (MBA), IT Management
Tarsus American High School 1987 — 1994
Wells Fargo Securities January 2013 - Present
Wells Fargo Bank September 2009 - January 2013
Wachovia June 2004 - September 2009
Wachovia Securities 2005 - 2009
Wachovia, A Wells Fargo Company 2004 - 2009
ABN AMRO 1999 - 2001
Skills
Capital Markets, Derivatives, Fixed Income, Structured Products, Portfolio Management, Banking, Trading, Risk Management, Commodity, Financial Services, Bloomberg, Asset Management, Investment Banking, Financial Risk, Financial Markets
Education
University of North Carolina at Charlotte - Belk College of Business 2002 — 2004
Master of Business Administration (MBA), IT Management
Tarsus American High School 1987 — 1994
John Milholland John Milholland's Wachovia, A Wells Fargo Company Experience June 2003 - June 2006
Job
Industry Banking
Experience
Bank of America June 2008 - Present
Bank of America June 2007 - June 2008
Sapphire Technologies June 2006 - June 2007
Wachovia, A Wells Fargo Company June 2003 - June 2006
Wachovia, A Wells Fargo Company October 1998 - June 2003
Wachovia, A Wells Fargo Company March 1997 - October 1998
Wachovia, A Wells Fargo Company September 1996 - March 1997
UPS May 1993 - September 1996
UPS December 1992 - May 1993
Skills
SDLC, Vendor Management, Management, Process Improvement, Project Management, Strategy, Project Portfolio..., Risk Management, Business Process, Program Management, Requirements Analysis, Waterfall, Leadership, Agile Methodologies, PMO, Business Analysis
Education
University of North Carolina at Charlotte
BA
Bank of America June 2008 - Present
Bank of America June 2007 - June 2008
Sapphire Technologies June 2006 - June 2007
Wachovia, A Wells Fargo Company June 2003 - June 2006
Wachovia, A Wells Fargo Company October 1998 - June 2003
Wachovia, A Wells Fargo Company March 1997 - October 1998
Wachovia, A Wells Fargo Company September 1996 - March 1997
UPS May 1993 - September 1996
UPS December 1992 - May 1993
Skills
SDLC, Vendor Management, Management, Process Improvement, Project Management, Strategy, Project Portfolio..., Risk Management, Business Process, Program Management, Requirements Analysis, Waterfall, Leadership, Agile Methodologies, PMO, Business Analysis
Education
University of North Carolina at Charlotte
BA
Anthony Maiuri's Wachovia, A Wells Fargo Company Experience September 2004 - Present
Job Network Analyst at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company September 2004 - Present
Education
University of North Carolina at Charlotte - Belk College of Business 1999 — 2003
Bachelor's, Business Administration
Wachovia, A Wells Fargo Company September 2004 - Present
Education
University of North Carolina at Charlotte - Belk College of Business 1999 — 2003
Bachelor's, Business Administration
Jim Benton Jim Benton's Wachovia, A Wells Fargo Company Experience February 2010 - August 2010
Job Business Intelligence Developer at SQL Sentry, Inc.
Industry Information Technology and Services
Experience
SQL Sentry October 2014 - Present
Intellinet August 2010 - October 2014
Wachovia, A Wells Fargo Company February 2010 - August 2010
Optcapital June 2008 - February 2010
Wachovia, A Wells Fargo Company November 2007 - June 2008
Scottish Re October 2005 - October 2007
Bank of America April 2004 - October 2005
Skills
Analysis Services, SSIS, Microsoft SQL Server, T-SQL, Business Intelligence, Data Warehousing, SQL, SSRS, ETL, Databases, SDLC, SharePoint, IIS, Web Development, ASP.NET, VB.NET, Crystal Reports
Education
University of North Carolina at Charlotte - Belk College of Business 1999 — 2002
BS, Business Administration - MIS
University of North Carolina at Charlotte 1989 — 1993
BS, Business - MIS
SQL Sentry October 2014 - Present
Intellinet August 2010 - October 2014
Wachovia, A Wells Fargo Company February 2010 - August 2010
Optcapital June 2008 - February 2010
Wachovia, A Wells Fargo Company November 2007 - June 2008
Scottish Re October 2005 - October 2007
Bank of America April 2004 - October 2005
Skills
Analysis Services, SSIS, Microsoft SQL Server, T-SQL, Business Intelligence, Data Warehousing, SQL, SSRS, ETL, Databases, SDLC, SharePoint, IIS, Web Development, ASP.NET, VB.NET, Crystal Reports
Education
University of North Carolina at Charlotte - Belk College of Business 1999 — 2002
BS, Business Administration - MIS
University of North Carolina at Charlotte 1989 — 1993
BS, Business - MIS
Scott Southworth Scott Southworth's Wachovia, A Wells Fargo Company Experience June 2005 - August 2006
Job Risk Technology Portal Administrator and Consultant at Bank of America
Industry Information Technology and Services
Experience
Bank of America April 2011 - Present
Wells Fargo April 2008 - May 2011
Lowe's March 2007 - April 2008
Wachovia, A Wells Fargo Company June 2005 - August 2006
Education
University of North Carolina at Charlotte
BA
Bank of America April 2011 - Present
Wells Fargo April 2008 - May 2011
Lowe's March 2007 - April 2008
Wachovia, A Wells Fargo Company June 2005 - August 2006
Education
University of North Carolina at Charlotte
BA
Florence Delaney's Wachovia, A Wells Fargo Company Experience 2005 - Present
Job Business Systems Consultant at Wells Fargo Corporation
Industry Banking
Experience
Wachovia Corporation March 2005 - Present
Wachovia, A Wells Fargo Company 2005 - Present
Wells Fargo 2005 - Present
Skills
Business Analysis, Requirements Gathering, Business Process, Financial Services, SDLC
Education
Keller Graduate School of Management - DeVry University 2005 — 2008
University of North Carolina at Charlotte
Wachovia Corporation March 2005 - Present
Wachovia, A Wells Fargo Company 2005 - Present
Wells Fargo 2005 - Present
Skills
Business Analysis, Requirements Gathering, Business Process, Financial Services, SDLC
Education
Keller Graduate School of Management - DeVry University 2005 — 2008
University of North Carolina at Charlotte
Jennifer Otten's Wachovia, A Wells Fargo Company Experience December 2007 - August 2009
Job Operational Risk Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2014 - Present
Wells Fargo July 2012 - June 2014
Wells Fargo August 2009 - July 2012
Wachovia, A Wells Fargo Company December 2007 - August 2009
Wachovia, A Wells Fargo Company June 2007 - December 2007
Bank of America February 2006 - June 2007
Bank of America March 2004 - February 2006
Wachovia Bank September 2002 - March 2004
Wachovia Bank June 2001 - September 2002
First Union National Bank June 2000 - June 2001
Skills
Banking, Risk Management, Process Improvement, Operational Risk, Credit Cards, Fraud, Analysis, Business Analysis, Quality Assurance, Customer Service, Internal Audit, SharePoint, Risk Assessment, Project Planning, Loss Mitigation, Fraud Detection, Business Process, Training, Business Continuity, Business Process Design, Records Management, Project Coordination, Root Cause Analysis, Process Simulation, KYC, USA PATRIOT Act, Bank Secrecy Act, Employee Training, Management, AML, Business Process Mapping, Software Documentation, Operational Risk..., Program Management, Fraud Investigations, Fraud Prevention, Fraud Analysis, Process Mapping, Trend Analysis, Trend Research, Trend Spotting, Trend Identification, Process Development, Project Implementation, Risk Mitigation, Training & Development
Education
University of North Carolina at Charlotte 1996 — 2000
B.S., Business Administration, Marketing and Small Business Management
South Mecklenburg High School 1993 — 1996
Wells Fargo June 2014 - Present
Wells Fargo July 2012 - June 2014
Wells Fargo August 2009 - July 2012
Wachovia, A Wells Fargo Company December 2007 - August 2009
Wachovia, A Wells Fargo Company June 2007 - December 2007
Bank of America February 2006 - June 2007
Bank of America March 2004 - February 2006
Wachovia Bank September 2002 - March 2004
Wachovia Bank June 2001 - September 2002
First Union National Bank June 2000 - June 2001
Skills
Banking, Risk Management, Process Improvement, Operational Risk, Credit Cards, Fraud, Analysis, Business Analysis, Quality Assurance, Customer Service, Internal Audit, SharePoint, Risk Assessment, Project Planning, Loss Mitigation, Fraud Detection, Business Process, Training, Business Continuity, Business Process Design, Records Management, Project Coordination, Root Cause Analysis, Process Simulation, KYC, USA PATRIOT Act, Bank Secrecy Act, Employee Training, Management, AML, Business Process Mapping, Software Documentation, Operational Risk..., Program Management, Fraud Investigations, Fraud Prevention, Fraud Analysis, Process Mapping, Trend Analysis, Trend Research, Trend Spotting, Trend Identification, Process Development, Project Implementation, Risk Mitigation, Training & Development
Education
University of North Carolina at Charlotte 1996 — 2000
B.S., Business Administration, Marketing and Small Business Management
South Mecklenburg High School 1993 — 1996
Daniel Laughlin, MBA's Wachovia, A Wells Fargo Company Experience May 2006 - December 2008
Job Director of Strategy and Development at John Deere Landscapes (a CD&R company)
Industry Building Materials
Experience
John Deere Landscapes LLC (a Clayton Dubilier & Rice Portfolio Company) December 2014 - Present
SunTrust Robinson Humphrey July 2013 - December 2014
Swisher Hygiene November 2012 - June 2013
Swisher Hygiene March 2011 - October 2012
Ecolab February 2009 - February 2011
Wachovia, A Wells Fargo Company May 2006 - December 2008
Wachovia, A Wells Fargo Company May 2004 - April 2006
Skills
Financial Modeling, Mergers & Acquisitions, Corporate Finance, Due Diligence, Strategic Planning, Business Development, Strategic Partnerships, Financial Analysis, Portfolio Management, Mergers, Valuation, Negotiation, New Business Development, Contract Negotiation, Business Strategy, Credit Analysis, Forecasting, Investment Banking, Credit, Strategy
Education
Wake Forest University School of Business 2007 — 2008
MBA, Business
University of North Carolina at Charlotte 2000 — 2004
BSBA in Finance and Accounting, Double Major Accounting and Finance
John Deere Landscapes LLC (a Clayton Dubilier & Rice Portfolio Company) December 2014 - Present
SunTrust Robinson Humphrey July 2013 - December 2014
Swisher Hygiene November 2012 - June 2013
Swisher Hygiene March 2011 - October 2012
Ecolab February 2009 - February 2011
Wachovia, A Wells Fargo Company May 2006 - December 2008
Wachovia, A Wells Fargo Company May 2004 - April 2006
Skills
Financial Modeling, Mergers & Acquisitions, Corporate Finance, Due Diligence, Strategic Planning, Business Development, Strategic Partnerships, Financial Analysis, Portfolio Management, Mergers, Valuation, Negotiation, New Business Development, Contract Negotiation, Business Strategy, Credit Analysis, Forecasting, Investment Banking, Credit, Strategy
Education
Wake Forest University School of Business 2007 — 2008
MBA, Business
University of North Carolina at Charlotte 2000 — 2004
BSBA in Finance and Accounting, Double Major Accounting and Finance
Kim Kane's Wachovia, A Wells Fargo Company Experience August 1997 - March 2002
Job AVP, Implementation Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo August 1997 - Present
Wachovia, A Wells Fargo Company August 1997 - March 2002
Skills
Analysis, Banking, Risk Management
Education
University of North Carolina at Charlotte 1990 — 1995
Wells Fargo August 1997 - Present
Wachovia, A Wells Fargo Company August 1997 - March 2002
Skills
Analysis, Banking, Risk Management
Education
University of North Carolina at Charlotte 1990 — 1995
Jeffrey Currence's Wachovia, A Wells Fargo Company Experience 1994 - 2006
Job Resourceful Solutions Architect/Engineer, Creative Thought Leader, and Results Oriented IT Leader
Industry Information Technology and Services
Experience
Innovative Advantage, LLC March 2012 - Present
WellPoint December 2006 - March 2012
Wachovia 1994 - 2006
Wachovia, A Wells Fargo Company 1994 - 2006
Skills
Genesys, Cisco ICM, Cisco Call Manager, Avaya, Aspect, NICE, Verint, IVR, Predictive Dialers, Call Center, Call Recording, PBX, Siemens, Voice Services, Vendor Management, SDLC, Release Management, Disaster Recovery, IT Service Management, Vendor Relations, Resource Management, ITIL, Business Analysis, Application Development, Call Logging, Cisco Technologies, Call Centers, Management, Integration, Business Intelligence, Enterprise Architecture, Strategy, Telecommunications, Process Improvement, Solution Architecture, Contact Centers, Business Services, Software Development, CTI, Visio, Outsourcing, Enterprise Software, Avaya Technologies, IT Strategy, Leadership, Project Planning, PMP, Project Portfolio..., Quality Assurance
Education
University of North Carolina at Charlotte 1988 — 1991
BA, Political Science
Innovative Advantage, LLC March 2012 - Present
WellPoint December 2006 - March 2012
Wachovia 1994 - 2006
Wachovia, A Wells Fargo Company 1994 - 2006
Skills
Genesys, Cisco ICM, Cisco Call Manager, Avaya, Aspect, NICE, Verint, IVR, Predictive Dialers, Call Center, Call Recording, PBX, Siemens, Voice Services, Vendor Management, SDLC, Release Management, Disaster Recovery, IT Service Management, Vendor Relations, Resource Management, ITIL, Business Analysis, Application Development, Call Logging, Cisco Technologies, Call Centers, Management, Integration, Business Intelligence, Enterprise Architecture, Strategy, Telecommunications, Process Improvement, Solution Architecture, Contact Centers, Business Services, Software Development, CTI, Visio, Outsourcing, Enterprise Software, Avaya Technologies, IT Strategy, Leadership, Project Planning, PMP, Project Portfolio..., Quality Assurance
Education
University of North Carolina at Charlotte 1988 — 1991
BA, Political Science
Caroline (Guzniczak) Kolman's Wachovia, A Wells Fargo Company Experience 2002 - 2003
Job Managing Director at Prism Healthcare Partners LTD
Industry Hospital & Health Care
Experience
Prism Healthcare Partners LTD September 2013 - Present
WBL 2011 - 2015
Navigant Consulting September 2010 - September 2013
Wellspring Partners February 2006 - September 2010
Wachovia, A Wells Fargo Company 2002 - 2003
Arthur Andersen 1998 - 2002
Ernst & Young LLP 1995 - 1998
Skills
Change Management, Healthcare, Enterprise Software, Hospitals, Management Consulting, Manufacturing, Healthcare Consulting, Business Process..., Strategic Planning, Performance Improvement, Process Improvement, Management, Strategy, Healthcare Management, Leadership, Mergers & Acquisitions, Revenue Cycle, Project Management, Business Strategy, Finance, Financial Analysis, Healthcare Information..., Program Management
Education
University of North Carolina at Charlotte - Belk College of Business 1990 — 1992
Master of Business Administration (MBA), Business Administration and Management, General
University of Pittsburgh 1982 — 1986
BSIE, Industrial Engineering
St. Benedict Academy
Prism Healthcare Partners LTD September 2013 - Present
WBL 2011 - 2015
Navigant Consulting September 2010 - September 2013
Wellspring Partners February 2006 - September 2010
Wachovia, A Wells Fargo Company 2002 - 2003
Arthur Andersen 1998 - 2002
Ernst & Young LLP 1995 - 1998
Skills
Change Management, Healthcare, Enterprise Software, Hospitals, Management Consulting, Manufacturing, Healthcare Consulting, Business Process..., Strategic Planning, Performance Improvement, Process Improvement, Management, Strategy, Healthcare Management, Leadership, Mergers & Acquisitions, Revenue Cycle, Project Management, Business Strategy, Finance, Financial Analysis, Healthcare Information..., Program Management
Education
University of North Carolina at Charlotte - Belk College of Business 1990 — 1992
Master of Business Administration (MBA), Business Administration and Management, General
University of Pittsburgh 1982 — 1986
BSIE, Industrial Engineering
St. Benedict Academy
Cristy Schnitzlein's Wachovia, A Wells Fargo Company Experience 2007 - 2010
Job Strategic Consultant at Bank of America
Industry Banking
Experience
Bank of America June 2010 - Present
Wachovia, A Wells Fargo Company 2007 - 2010
Education
University of North Carolina at Charlotte - Belk College of Business 1990 — 1994
Bank of America June 2010 - Present
Wachovia, A Wells Fargo Company 2007 - 2010
Education
University of North Carolina at Charlotte - Belk College of Business 1990 — 1994
Scarlett Overbay-Inman's Wachovia, A Wells Fargo Company Experience 1997 - 2007
Job Origami Owl Independent Designer
Industry Consumer Services
Experience
Origami Owl February 2013 - Present
Lowe's 2007 - 2011
Lowe's 2007 - 2011
Lowe's Home Improvement 2007 - 2011
Wachovia, A Wells Fargo Company 1997 - 2007
Skills
Customer Service, Microsoft Office, Retail, Outlook, Inventory Management, Microsoft Excel, Data Entry, PowerPoint, Merchandising, Time Management, Event Planning, Microsoft Word, Administrative..., Loss Prevention, Inventory Control, Public Speaking, Visual Merchandising, Social Media, Employee Relations, Process Scheduler, Onboarding, Sales
Education
University of North Carolina at Charlotte 1994 — 1998
Bachelor of Arts (B.A.), Psychology
Wilkes Community College 1991 — 1994
Associate of Arts (AA)
Origami Owl February 2013 - Present
Lowe's 2007 - 2011
Lowe's 2007 - 2011
Lowe's Home Improvement 2007 - 2011
Wachovia, A Wells Fargo Company 1997 - 2007
Skills
Customer Service, Microsoft Office, Retail, Outlook, Inventory Management, Microsoft Excel, Data Entry, PowerPoint, Merchandising, Time Management, Event Planning, Microsoft Word, Administrative..., Loss Prevention, Inventory Control, Public Speaking, Visual Merchandising, Social Media, Employee Relations, Process Scheduler, Onboarding, Sales
Education
University of North Carolina at Charlotte 1994 — 1998
Bachelor of Arts (B.A.), Psychology
Wilkes Community College 1991 — 1994
Associate of Arts (AA)
Brent Fatticci, CAMS's Wachovia, A Wells Fargo Company Experience June 2005 - January 2009
Job Chief Operating Officer Wholesale Operational Risk & Compliance at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo September 2014 - Present
Wells Fargo December 2011 - Present
Wells Fargo March 2011 - November 2011
Wells Fargo December 2009 - March 2011
Wachovia, A Wells Fargo Company June 2005 - January 2009
United States Army Reserve January 2001 - November 2005
Wachovia March 2005 - June 2005
Amerilube, LLC January 2005 - February 2005
UNC Charlotte December 2004 - January 2005
Iron Mountain February 2001 - December 2003
Skills
Risk Management, Operational Risk..., Internal Audit, Bank Secrecy Act, AML, OFAC, Risk Analysis, Project Management, M&A due diligence, Sales Management, College Recruiting, Data Analysis, ACL, SQL, HTML, Accounting, Finance, Technologically Savvy, Investment Banking, Capital Markets, Trading, Trading Systems, Credit Risk, Market Risk, Strategic Leadership, Team Leadership, Relationship Development, Insurance, Asset Management, Operations, Strategic Planning, Process Improvement, Research, Testing, Technical Writing, Analysis, Portfolio Management, Securities, Enterprise Risk..., Financial Risk, Loans, Due Diligence, Anti Money Laundering
Education
University of North Carolina at Charlotte - Belk College of Business 2001 — 2004
B.S.B.A., Finance
Mankato State University
Business
Wells Fargo September 2014 - Present
Wells Fargo December 2011 - Present
Wells Fargo March 2011 - November 2011
Wells Fargo December 2009 - March 2011
Wachovia, A Wells Fargo Company June 2005 - January 2009
United States Army Reserve January 2001 - November 2005
Wachovia March 2005 - June 2005
Amerilube, LLC January 2005 - February 2005
UNC Charlotte December 2004 - January 2005
Iron Mountain February 2001 - December 2003
Skills
Risk Management, Operational Risk..., Internal Audit, Bank Secrecy Act, AML, OFAC, Risk Analysis, Project Management, M&A due diligence, Sales Management, College Recruiting, Data Analysis, ACL, SQL, HTML, Accounting, Finance, Technologically Savvy, Investment Banking, Capital Markets, Trading, Trading Systems, Credit Risk, Market Risk, Strategic Leadership, Team Leadership, Relationship Development, Insurance, Asset Management, Operations, Strategic Planning, Process Improvement, Research, Testing, Technical Writing, Analysis, Portfolio Management, Securities, Enterprise Risk..., Financial Risk, Loans, Due Diligence, Anti Money Laundering
Education
University of North Carolina at Charlotte - Belk College of Business 2001 — 2004
B.S.B.A., Finance
Mankato State University
Business
Craig Millward's Wachovia, A Wells Fargo Company Experience June 2006 - June 2009
Job Application Software Engineer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Application Software EngineerWells FargoDecember 2010 - Present
Wells Fargo June 2009 - December 2010
Wachovia, A Wells Fargo Company June 2006 - June 2009
Wachovia, A Wells Fargo Company November 1999 - June 2006
Skills
Requirements Analysis, SDLC, Customer Service, Web Development, Software Project..., Requirements Gathering, SQL, Visio, Agile Methodologies, Integration
Education
University of North Carolina at Charlotte 2002 — 2005
BS, Computer Science
Wells Fargo Application Software EngineerWells FargoDecember 2010 - Present
Wells Fargo June 2009 - December 2010
Wachovia, A Wells Fargo Company June 2006 - June 2009
Wachovia, A Wells Fargo Company November 1999 - June 2006
Skills
Requirements Analysis, SDLC, Customer Service, Web Development, Software Project..., Requirements Gathering, SQL, Visio, Agile Methodologies, Integration
Education
University of North Carolina at Charlotte 2002 — 2005
BS, Computer Science
Spruce Williams's Wachovia, A Wells Fargo Company Experience 1998 - 1999
Job Consultant, Smartcore
Industry Information Technology and Services
Experience
SmartCore June 2015 - Present
Childress Klein Properties February 2008 - June 2015
Microban International 2001 - 2008
Titan Technology Partners 2000 - 2001
Delta Airlines 1998 - 2000
Wachovia, A Wells Fargo Company 1998 - 1999
Skills
Integration, Facilities Management, Contract Negotiation, Microsoft Office, Data Center, Project Management, Management, Enterprise Architecture, Networking, Testing, System Administration, Vendor Management, Security, SharePoint, Disaster Recovery
Education
University of North Carolina at Charlotte 1991 — 1998
BS Computer Science
SmartCore June 2015 - Present
Childress Klein Properties February 2008 - June 2015
Microban International 2001 - 2008
Titan Technology Partners 2000 - 2001
Delta Airlines 1998 - 2000
Wachovia, A Wells Fargo Company 1998 - 1999
Skills
Integration, Facilities Management, Contract Negotiation, Microsoft Office, Data Center, Project Management, Management, Enterprise Architecture, Networking, Testing, System Administration, Vendor Management, Security, SharePoint, Disaster Recovery
Education
University of North Carolina at Charlotte 1991 — 1998
BS Computer Science
Renee Anglin's Wachovia, A Wells Fargo Company Experience October 2007 - April 2010
Job Client Service Manager, VP
Industry Banking
Experience
Wells Fargo 2010 - Present
Wachovia, A Wells Fargo Company October 2007 - April 2010
Wachovia, A Wells Fargo Company June 2006 - October 2007
Education
University of North Carolina at Charlotte
Wells Fargo 2010 - Present
Wachovia, A Wells Fargo Company October 2007 - April 2010
Wachovia, A Wells Fargo Company June 2006 - October 2007
Education
University of North Carolina at Charlotte
Kelly Peck, CAIA's Wachovia, A Wells Fargo Company Experience March 2004 - July 2007
Job Sr. Investment Marketing Consultant at MetLife
Industry Financial Services
Experience
MetLife January 2014 - Present
Wells Fargo July 2007 - January 2014
Wachovia, A Wells Fargo Company March 2004 - July 2007
Skills
Alternative Investments, Fixed Income, Hedge Funds, Portfolio Management, Equities
Education
University of North Carolina at Charlotte 1997 — 2000
BSBA, Finance, Economics
MetLife January 2014 - Present
Wells Fargo July 2007 - January 2014
Wachovia, A Wells Fargo Company March 2004 - July 2007
Skills
Alternative Investments, Fixed Income, Hedge Funds, Portfolio Management, Equities
Education
University of North Carolina at Charlotte 1997 — 2000
BSBA, Finance, Economics
Jamie Blanchard's Wachovia, A Wells Fargo Company Experience November 1998 - January 2010
Job Business Architect
Industry Banking
Experience
Bank of America February 2010 - Present
Wachovia, A Wells Fargo Company November 1998 - January 2010
Skills
Business Architecture, Business Process Design, Business Analysis, Business Requirements, Enterprise Architecture, SOA, IT Strategy, Requirements Analysis, Requirements Gathering, SDLC, Systems Analysis, Software Development, Financial Services, Business Process..., Integration, Business Process, Project Portfolio..., Banking, Process Improvement, Business Intelligence, Risk Management
Education
University of North Carolina at Charlotte 1995 — 1998
Bachelor of Science, Finance
Bank of America February 2010 - Present
Wachovia, A Wells Fargo Company November 1998 - January 2010
Skills
Business Architecture, Business Process Design, Business Analysis, Business Requirements, Enterprise Architecture, SOA, IT Strategy, Requirements Analysis, Requirements Gathering, SDLC, Systems Analysis, Software Development, Financial Services, Business Process..., Integration, Business Process, Project Portfolio..., Banking, Process Improvement, Business Intelligence, Risk Management
Education
University of North Carolina at Charlotte 1995 — 1998
Bachelor of Science, Finance
Shannon Roberts, PMP's Wachovia, A Wells Fargo Company Experience April 2010 - March 2011
Job Application Portfolio Manager at Lowe's
Industry Retail
Experience
Lowe's August 2013 - Present
Lowes Companies, Inc August 2012 - August 2013
Fiserv March 2011 - August 2012
Wachovia, A Wells Fargo Company April 2010 - March 2011
Toyota Financial Services January 2000 - April 2010
Keane Inc May 1997 - July 1998
American Software May 1989 - April 1997
Skills
SDLC, Program Management, PMP, Business Analysis, Vendor Management
Education
University of North Carolina at Charlotte
BS, Computer Science
Lowe's August 2013 - Present
Lowes Companies, Inc August 2012 - August 2013
Fiserv March 2011 - August 2012
Wachovia, A Wells Fargo Company April 2010 - March 2011
Toyota Financial Services January 2000 - April 2010
Keane Inc May 1997 - July 1998
American Software May 1989 - April 1997
Skills
SDLC, Program Management, PMP, Business Analysis, Vendor Management
Education
University of North Carolina at Charlotte
BS, Computer Science
Kathy Dunning's Wachovia, A Wells Fargo Company Experience August 1999 - Present
Job Vice President at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company August 1999 - Present
Wachoiva, A Wells Fargo Company June 1999 - Present
Education
University of North Carolina at Charlotte 1983 — 1988
Psychology
Wachovia, A Wells Fargo Company August 1999 - Present
Wachoiva, A Wells Fargo Company June 1999 - Present
Education
University of North Carolina at Charlotte 1983 — 1988
Psychology
Patricia J Miller's Wachovia, A Wells Fargo Company Experience June 1997 - August 2004
Job Business Systems Consultant @ Wells Fargo
Industry Information Services
Experience
Wells Fargo June 1997 - Present
Miller Austin & Walker 1998 - 2013
Wachovia, A Wells Fargo Company June 1997 - August 2004
Title Insurance 1980 - 1987
Skills
Business Analysis, SDLC, SharePoint, Process Improvement, Business Requirements, Business Intelligence, Business Process..., Vendor Management, PMO, Visio, Data Warehousing, Project Management
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 1997
BS, Business, Management Information Systems
Wells Fargo June 1997 - Present
Miller Austin & Walker 1998 - 2013
Wachovia, A Wells Fargo Company June 1997 - August 2004
Title Insurance 1980 - 1987
Skills
Business Analysis, SDLC, SharePoint, Process Improvement, Business Requirements, Business Intelligence, Business Process..., Vendor Management, PMO, Visio, Data Warehousing, Project Management
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 1997
BS, Business, Management Information Systems
J.P. Zalaquett's Wachovia, A Wells Fargo Company Experience October 2003 - March 2008
Job Senior PMO Consultant at Carlisle & Gallagher Consulting Group, Inc.
Industry Management Consulting
Experience
Carlisle & Gallagher Consulting Group, Inc. July 2015 - Present
AVINTIV (Previously known as Polymer Group Inc.) January 2012 - July 2015
Bank of America July 2008 - September 2011
TIAA-CREF March 2008 - July 2008
Wachovia, A Wells Fargo Company October 2003 - March 2008
Data Networks Corporation June 2001 - October 2002
Skills
PMP, Process Improvement, Business Process, Business Management, Team Leadership, Governance, Planning, PMI, Change Management, Project Portfolio..., PMO, Risk Management, Project Planning, Problem Solving, Process Engineering, Scope Management, Business Analysis, Requirements Analysis, Resource Management, Software Project..., SDLC, Quality Assurance, Documentation, Business Process..., Project Coordination, Project Implementation, Stakeholder Management, PMBOK, Customer Relations, Requirements Gathering, Process Mapping, Business Process Design, Microsoft Office, IT Management, Integration, User Acceptance Testing, Technical Writing, Budgeting, Mentoring, Lotus Notes, Analysis, Budgets, Project Management, Management, Six Sigma, Training, Leadership, Software Documentation
Education
UNC Charlotte 1989 — 1991
Bachelor of Science (BS), Bachelor of Business Administration (BA), Management Information Systems and Services
Wingate University 1979 — 1980
Bachelor of Science & Business Administration (B.S. B. A.), Management Information Systems, General
Carlisle & Gallagher Consulting Group, Inc. July 2015 - Present
AVINTIV (Previously known as Polymer Group Inc.) January 2012 - July 2015
Bank of America July 2008 - September 2011
TIAA-CREF March 2008 - July 2008
Wachovia, A Wells Fargo Company October 2003 - March 2008
Data Networks Corporation June 2001 - October 2002
Skills
PMP, Process Improvement, Business Process, Business Management, Team Leadership, Governance, Planning, PMI, Change Management, Project Portfolio..., PMO, Risk Management, Project Planning, Problem Solving, Process Engineering, Scope Management, Business Analysis, Requirements Analysis, Resource Management, Software Project..., SDLC, Quality Assurance, Documentation, Business Process..., Project Coordination, Project Implementation, Stakeholder Management, PMBOK, Customer Relations, Requirements Gathering, Process Mapping, Business Process Design, Microsoft Office, IT Management, Integration, User Acceptance Testing, Technical Writing, Budgeting, Mentoring, Lotus Notes, Analysis, Budgets, Project Management, Management, Six Sigma, Training, Leadership, Software Documentation
Education
UNC Charlotte 1989 — 1991
Bachelor of Science (BS), Bachelor of Business Administration (BA), Management Information Systems and Services
Wingate University 1979 — 1980
Bachelor of Science & Business Administration (B.S. B. A.), Management Information Systems, General
Tamara Nelson, CPA's Wachovia, A Wells Fargo Company Experience December 2003 - January 2006
Job Operational Risk Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2014 - Present
Wells Fargo April 2010 - April 2014
Wachovia January 2006 - April 2010
Wachovia, A Wells Fargo Company December 2003 - January 2006
Wachovia, A Wells Fargo Company August 1997 - December 2003
Wachovia, A Wells Fargo Company May 1996 - August 1997
Gorman Consultants December 1994 - May 1996
Skills
Internal Controls, Internal Audit, Risk Management, Sarbanes-Oxley Act, Financial Risk, Accounting, Operational Risk, Risk Assessment, Account Reconciliation, Business Process, Management, Leadership, Banking, Enterprise Risk..., Financial Analysis, Financial Reporting
Education
University of North Carolina at Charlotte 1991 — 1995
B.S., Accounting
Wells Fargo April 2014 - Present
Wells Fargo April 2010 - April 2014
Wachovia January 2006 - April 2010
Wachovia, A Wells Fargo Company December 2003 - January 2006
Wachovia, A Wells Fargo Company August 1997 - December 2003
Wachovia, A Wells Fargo Company May 1996 - August 1997
Gorman Consultants December 1994 - May 1996
Skills
Internal Controls, Internal Audit, Risk Management, Sarbanes-Oxley Act, Financial Risk, Accounting, Operational Risk, Risk Assessment, Account Reconciliation, Business Process, Management, Leadership, Banking, Enterprise Risk..., Financial Analysis, Financial Reporting
Education
University of North Carolina at Charlotte 1991 — 1995
B.S., Accounting
Scott Shukes's Wachovia, A Wells Fargo Company Experience June 2009 - October 2014
Job Application Developer at Signature Consultants
Industry Financial Services
Experience
Signature Consultants September 2015 - Present
Abacus Group April 2014 - August 2015
Wachovia, A Wells Fargo Company June 2009 - October 2014
Wachovia Securities Financial Network 2004 - 2009
Wachovia Securities Financial Network 1999 - 2004
Acentron Technologies June 1998 - June 1999
Osprey 1996 - 1998
Litton August 1995 - September 1996
Skills
SQL, Java, Databases, VB.NET, Visual Basic, Data Analysis, .NET, Microsoft Technologies, Microsoft Office, Grid Computing, Eclipse, XML, Cache Coherency, Object Oriented Design, OLAP, C# 4.0, C# 3.0, Spring, Maven, JIRA, Ant, Object Oriented Software, Information Security
Education
University of North Carolina at Charlotte 1992 — 1995
MS, Applied Physics
University of Rochester 1988 — 1991
BS, Optics/Optical Sciences
Newman High School 1981 — 1985
Signature Consultants September 2015 - Present
Abacus Group April 2014 - August 2015
Wachovia, A Wells Fargo Company June 2009 - October 2014
Wachovia Securities Financial Network 2004 - 2009
Wachovia Securities Financial Network 1999 - 2004
Acentron Technologies June 1998 - June 1999
Osprey 1996 - 1998
Litton August 1995 - September 1996
Skills
SQL, Java, Databases, VB.NET, Visual Basic, Data Analysis, .NET, Microsoft Technologies, Microsoft Office, Grid Computing, Eclipse, XML, Cache Coherency, Object Oriented Design, OLAP, C# 4.0, C# 3.0, Spring, Maven, JIRA, Ant, Object Oriented Software, Information Security
Education
University of North Carolina at Charlotte 1992 — 1995
MS, Applied Physics
University of Rochester 1988 — 1991
BS, Optics/Optical Sciences
Newman High School 1981 — 1985
Patricia Emerson's Wachovia, A Wells Fargo Company Experience June 2004 - Present
Job FIU Investigations East Coast Manager
Industry Security and Investigations
Experience
Wachovia, A Wells Fargo Company June 2004 - Present
North Carolina State Bureau of Investigation January 1997 - June 2004
Education
University of North Carolina at Charlotte 1987 — 2001
Bachelor of Science, Criminal Justice
Wachovia, A Wells Fargo Company June 2004 - Present
North Carolina State Bureau of Investigation January 1997 - June 2004
Education
University of North Carolina at Charlotte 1987 — 2001
Bachelor of Science, Criminal Justice
Stephanie Pollinger, VP's Wachovia, A Wells Fargo Company Experience February 2010 - Present
Job Business Process Consultant (Project Governance & Integration Office)Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company February 2010 - Present
Wachovia, A Wells Fargo Company January 2009 - February 2010
Wachovia December 2004 - January 2009
Wachovia January 2000 - December 2004
First Union National Bank June 1998 - January 2000
Skills
Business Analysis, Consulting, Project Management, PMO, Visio, Program Management, Business Process, Process Improvement, Quality Management, Integration, Risk Management, SharePoint, Change Management, Microsoft Project
Education
University of North Carolina at Charlotte 1980 — 1984
BA, Business Administration
Wachovia, A Wells Fargo Company February 2010 - Present
Wachovia, A Wells Fargo Company January 2009 - February 2010
Wachovia December 2004 - January 2009
Wachovia January 2000 - December 2004
First Union National Bank June 1998 - January 2000
Skills
Business Analysis, Consulting, Project Management, PMO, Visio, Program Management, Business Process, Process Improvement, Quality Management, Integration, Risk Management, SharePoint, Change Management, Microsoft Project
Education
University of North Carolina at Charlotte 1980 — 1984
BA, Business Administration
David W. Reed, CPA's Wachovia, A Wells Fargo Company Experience January 2009 - October 2010
Job Sr Tax Manager
Industry Financial Services
Experience
Bank of America 2010 - Present
Wachovia, A Wells Fargo Company January 2009 - October 2010
David Tyson & Associates, Inc. January 2008 - December 2008
Wachovia Corporation 1987 - 2007
Skills
CPA, Financial Reporting, Financial Analysis, PeopleSoft, Accounting, Sarbanes-Oxley Act, Auditing, Banking, Financial Planning
Education
University of North Carolina at Charlotte - Belk College of Business 1981 — 1983
B. S., Accounting
Bank of America 2010 - Present
Wachovia, A Wells Fargo Company January 2009 - October 2010
David Tyson & Associates, Inc. January 2008 - December 2008
Wachovia Corporation 1987 - 2007
Skills
CPA, Financial Reporting, Financial Analysis, PeopleSoft, Accounting, Sarbanes-Oxley Act, Auditing, Banking, Financial Planning
Education
University of North Carolina at Charlotte - Belk College of Business 1981 — 1983
B. S., Accounting
Susan Schroll's Wachovia, A Wells Fargo Company Experience August 2008 - May 2009
Job Risk Management Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2011 - Present
Wells Fargo May 2009 - July 2011
Wachovia, A Wells Fargo Company August 2008 - May 2009
Wachovia, A Wells Fargo Company 2000 - August 2008
Wachovia, A Wells Fargo Company September 1993 - 2000
Wachovia July 1986 - September 1993
Skills
Banking, Credit Risk, Business Analytics, Risk Management, Credit, Project Management, Software Documentation, SDLC, Requirements Gathering, Analysis, Business Analysis, Analytics, Financial Risk, Portfolio Management, Business Process..., Financial Services, Management
Education
University of North Carolina at Charlotte 1983 — 1986
Bachelor's degree, Business Administration
Wells Fargo July 2011 - Present
Wells Fargo May 2009 - July 2011
Wachovia, A Wells Fargo Company August 2008 - May 2009
Wachovia, A Wells Fargo Company 2000 - August 2008
Wachovia, A Wells Fargo Company September 1993 - 2000
Wachovia July 1986 - September 1993
Skills
Banking, Credit Risk, Business Analytics, Risk Management, Credit, Project Management, Software Documentation, SDLC, Requirements Gathering, Analysis, Business Analysis, Analytics, Financial Risk, Portfolio Management, Business Process..., Financial Services, Management
Education
University of North Carolina at Charlotte 1983 — 1986
Bachelor's degree, Business Administration
Kathy Worthy's Wachovia, A Wells Fargo Company Experience September 2007 - Present
Job Business Continuity Compliance Manager at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company September 2007 - Present
Wachovia, A Wells Fargo Company January 2006 - January 2008
Wachovia, A Wells Fargo Company April 1998 - September 2007
Education
University of North Carolina at Charlotte 2006 — 2010
Masters of Art, Community Counseling
University of North Carolina at Greensboro 1981 — 1985
B.S., Business & Economics, Management Information System
Wachovia, A Wells Fargo Company September 2007 - Present
Wachovia, A Wells Fargo Company January 2006 - January 2008
Wachovia, A Wells Fargo Company April 1998 - September 2007
Education
University of North Carolina at Charlotte 2006 — 2010
Masters of Art, Community Counseling
University of North Carolina at Greensboro 1981 — 1985
B.S., Business & Economics, Management Information System
Savannah McLamb's Wachovia, A Wells Fargo Company Experience May 2010 - September 2011
Job Human Resources Professional
Industry Human Resources
Experience
REEDS Jewelers September 2011 - Present
Wachovia, A Wells Fargo Company May 2010 - September 2011
AT&T October 2009 - May 2010
Re/Max November 2008 - May 2009
Education
University of North Carolina at Charlotte 2004 — 2009
Bachelor of Arts (B.A.), Communications and Public Relations
REEDS Jewelers September 2011 - Present
Wachovia, A Wells Fargo Company May 2010 - September 2011
AT&T October 2009 - May 2010
Re/Max November 2008 - May 2009
Education
University of North Carolina at Charlotte 2004 — 2009
Bachelor of Arts (B.A.), Communications and Public Relations
Sherry Wyatt's Wachovia, A Wells Fargo Company Experience 1988 - Present
Job AML & Compliance Manager at Wachovia
Industry Banking
Experience
Wachovia July 1998 - Present
Wells Fargo 1998 - Present
Wachovia, A Wells Fargo Company 1988 - Present
Skills
BSA, OFAC, Bank Secrecy Act, AML, Operational Risk..., Compliance, Banking
Education
University of North Carolina at Charlotte 1984 — 1988
BA, Business; Minor Psychology
Wachovia July 1998 - Present
Wells Fargo 1998 - Present
Wachovia, A Wells Fargo Company 1988 - Present
Skills
BSA, OFAC, Bank Secrecy Act, AML, Operational Risk..., Compliance, Banking
Education
University of North Carolina at Charlotte 1984 — 1988
BA, Business; Minor Psychology
Marcus Duren's Wachovia, A Wells Fargo Company Experience December 2008 - September 2012
Job International Group Financial Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2012 - Present
Wachovia, A Wells Fargo Company December 2008 - September 2012
Wachovia Bank October 2003 - December 2008
First Union August 2001 - October 2003
Skills
Essbase, Banking, Financial Services, Forecasting, Financial Analysis, Management, Finance, Leadership, Accounting, Mergers & Acquisitions, Budgets, Managerial Finance, Portfolio Management, Project Management, Access, Strategy, Process Improvement
Education
INROADS Charlotte Affliliate 1993 — 1997
Certificate of Completion, Business Administration
University of North Carolina at Charlotte - Belk College of Business 1993 — 1997
Accounting, Finance and Accounting
Wells Fargo September 2012 - Present
Wachovia, A Wells Fargo Company December 2008 - September 2012
Wachovia Bank October 2003 - December 2008
First Union August 2001 - October 2003
Skills
Essbase, Banking, Financial Services, Forecasting, Financial Analysis, Management, Finance, Leadership, Accounting, Mergers & Acquisitions, Budgets, Managerial Finance, Portfolio Management, Project Management, Access, Strategy, Process Improvement
Education
INROADS Charlotte Affliliate 1993 — 1997
Certificate of Completion, Business Administration
University of North Carolina at Charlotte - Belk College of Business 1993 — 1997
Accounting, Finance and Accounting
Patrick Seegers's Wachovia, A Wells Fargo Company Experience November 2009 - March 2011
Job Business Intelligence Developer at Guaranteed Rate
Industry Information Technology and Services
Experience
Guaranteed Rate August 2015 - Present
Discover Financial Services April 2012 - Present
Harris Teeter December 2010 - April 2012
Wachovia, A Wells Fargo Company November 2009 - March 2011
Bank of America February 2009 - October 2009
LendingTree 2007 - 2008
Transamerica 2001 - 2005
Skills
Data Warehousing, Business Intelligence, Databases, SSIS, SSRS, ETL, T-SQL, Data Modeling, Microsoft SQL Server, SDLC, Analysis Services, SharePoint
Education
University of North Carolina at Wilmington 1994 — 1995
Elementary Educatoin Teaching Certification, Elementary Education and Teaching
University of North Carolina at Charlotte 1990 — 1992
Bachelor's Degree, History
Guaranteed Rate August 2015 - Present
Discover Financial Services April 2012 - Present
Harris Teeter December 2010 - April 2012
Wachovia, A Wells Fargo Company November 2009 - March 2011
Bank of America February 2009 - October 2009
LendingTree 2007 - 2008
Transamerica 2001 - 2005
Skills
Data Warehousing, Business Intelligence, Databases, SSIS, SSRS, ETL, T-SQL, Data Modeling, Microsoft SQL Server, SDLC, Analysis Services, SharePoint
Education
University of North Carolina at Wilmington 1994 — 1995
Elementary Educatoin Teaching Certification, Elementary Education and Teaching
University of North Carolina at Charlotte 1990 — 1992
Bachelor's Degree, History
Bobby Archer's Wachovia, A Wells Fargo Company Experience January 2006 - June 2010
Job Operational Risk Consultant
Industry Banking
Experience
Wells Fargo May 2015 - Present
TD November 2013 - April 2015
Ally Financial Inc. May 2011 - November 2013
Ally Financial Inc. June 2010 - May 2011
Wachovia, A Wells Fargo Company January 2006 - June 2010
Bissell Hotels September 2004 - January 2006
US Navy July 1995 - May 2001
Skills
Auditing, Enterprise Risk..., Sarbanes-Oxley Act, Internal Controls, Operational Risk..., Operational Risk, Financial Risk, Business Continuity, Risk Management, Finance, AML, Accounting, Credit Risk, Banking, Internal Audit, Risk Assessment
Education
University of North Carolina at Charlotte - Belk College of Business 2001 — 2004
BS, Accounting
Wells Fargo May 2015 - Present
TD November 2013 - April 2015
Ally Financial Inc. May 2011 - November 2013
Ally Financial Inc. June 2010 - May 2011
Wachovia, A Wells Fargo Company January 2006 - June 2010
Bissell Hotels September 2004 - January 2006
US Navy July 1995 - May 2001
Skills
Auditing, Enterprise Risk..., Sarbanes-Oxley Act, Internal Controls, Operational Risk..., Operational Risk, Financial Risk, Business Continuity, Risk Management, Finance, AML, Accounting, Credit Risk, Banking, Internal Audit, Risk Assessment
Education
University of North Carolina at Charlotte - Belk College of Business 2001 — 2004
BS, Accounting
Frances Beam's Wachovia, A Wells Fargo Company Experience August 1994 - September 2006
Job Pastor at Living Faith Church
Industry Nonprofit Organization Management
Experience
Living Faith Church Vice President Structured FinanceUS BankSeptember 2006 - January 2008
First Union Corporation 1994 - 2008
Wachovia, A Wells Fargo Company August 1994 - September 2006
Wachovia Bank 1994 - 2006
Skills
Public Speaking, Banking, Loans, Leadership, Coaching, Team Building, Financial Services, Training, Strategic Planning
Education
University of North Carolina at Charlotte 2009 — 2011
Religious Studies
Living Faith Church Vice President Structured FinanceUS BankSeptember 2006 - January 2008
First Union Corporation 1994 - 2008
Wachovia, A Wells Fargo Company August 1994 - September 2006
Wachovia Bank 1994 - 2006
Skills
Public Speaking, Banking, Loans, Leadership, Coaching, Team Building, Financial Services, Training, Strategic Planning
Education
University of North Carolina at Charlotte 2009 — 2011
Religious Studies
Eileen Weicholz's Wachovia, A Wells Fargo Company Experience 1986 - 2009
Job BI Consultant at Wachovia
Industry Banking
Experience
Wachovia September 1986 - Present
Wachovia, A Wells Fargo Company 1986 - 2009
Skills
Data Warehousing, Business Intelligence, Teradata
Education
University of North Carolina at Charlotte 1982 — 1986
Mathematics
Wachovia September 1986 - Present
Wachovia, A Wells Fargo Company 1986 - 2009
Skills
Data Warehousing, Business Intelligence, Teradata
Education
University of North Carolina at Charlotte 1982 — 1986
Mathematics
Kirtrina Tam's Wachovia, A Wells Fargo Company Experience 2008 - 2009
Job Strategy Consultant 2 at Wells Fargo
Industry Banking
Experience
Wells Fargo 2014 - Present
Wells Fargo 2008 - 2014
Wells Fargo 2009 - 2011
Wachovia, A Wells Fargo Company 2008 - 2009
Wachovia, A Wells Fargo Company 2007 - 2008
Wachovia, A Wells Fargo Company October 2004 - 2007
Bank of America June 2002 - October 2004
Skills
Global Sourcing, Governance, Banking, Vendor Management, Process Improvement, Program Management, Risk Management, Project Management, Strategy, Business Analysis, Leadership, Business Process..., Financial Analysis, Relationship Management
Education
University of North Carolina at Charlotte - Belk College of Business 1999 — 2004
Financial Mgmt
Wells Fargo 2014 - Present
Wells Fargo 2008 - 2014
Wells Fargo 2009 - 2011
Wachovia, A Wells Fargo Company 2008 - 2009
Wachovia, A Wells Fargo Company 2007 - 2008
Wachovia, A Wells Fargo Company October 2004 - 2007
Bank of America June 2002 - October 2004
Skills
Global Sourcing, Governance, Banking, Vendor Management, Process Improvement, Program Management, Risk Management, Project Management, Strategy, Business Analysis, Leadership, Business Process..., Financial Analysis, Relationship Management
Education
University of North Carolina at Charlotte - Belk College of Business 1999 — 2004
Financial Mgmt
Janine Elliott's Wachovia, A Wells Fargo Company Experience October 2006 - April 2010
Job SVP, Reporting Leader at Bank of America
Industry Financial Services
Experience
Bank of America July 2014 - Present
Bank of America March 2014 - Present
Bank of America January 2012 - Present
Bank of America June 2011 - May 2012
Wells Fargo April 2010 - June 2011
Wachovia, A Wells Fargo Company October 2006 - April 2010
Wachovia, A Wells Fargo Company October 2005 - October 2006
Wachovia, A Wells Fargo Company April 2002 - October 2005
Wachovia, A Wells Fargo Company July 2000 - April 2002
FD Associates, Inc. September 1999 - June 2000
Skills
Credit Cards, PMO, Banking, Vendor Management, Process Improvement, Change Management, Business Analysis, Performance Management, Cross-functional Team..., Program Management, Strategic Planning, Project Portfolio..., Data Analysis, Business Intelligence, Financial Services, Relationship Management, Portfolio Management, Mergers & Acquisitions, Call Centers, Customer Service, Management, Business Process..., MS Project, Leadership, Business Process, Retail Banking, Reporting & Analysis, Executive Reporting, Team Management, Project Management, Operational Excellence, Finance, Risk Management, Strategy
Education
University of North Carolina at Charlotte 2001 — 2003
B.S., International Business
Bank of America July 2014 - Present
Bank of America March 2014 - Present
Bank of America January 2012 - Present
Bank of America June 2011 - May 2012
Wells Fargo April 2010 - June 2011
Wachovia, A Wells Fargo Company October 2006 - April 2010
Wachovia, A Wells Fargo Company October 2005 - October 2006
Wachovia, A Wells Fargo Company April 2002 - October 2005
Wachovia, A Wells Fargo Company July 2000 - April 2002
FD Associates, Inc. September 1999 - June 2000
Skills
Credit Cards, PMO, Banking, Vendor Management, Process Improvement, Change Management, Business Analysis, Performance Management, Cross-functional Team..., Program Management, Strategic Planning, Project Portfolio..., Data Analysis, Business Intelligence, Financial Services, Relationship Management, Portfolio Management, Mergers & Acquisitions, Call Centers, Customer Service, Management, Business Process..., MS Project, Leadership, Business Process, Retail Banking, Reporting & Analysis, Executive Reporting, Team Management, Project Management, Operational Excellence, Finance, Risk Management, Strategy
Education
University of North Carolina at Charlotte 2001 — 2003
B.S., International Business
Kathy Magee's Wachovia, A Wells Fargo Company Experience June 2001 - February 2010
Job Business Banking Relationship Manager at PNC Bank
Industry Banking
Experience
PNC Business Banking March 2014 - Present
PNC Bank February 2010 - March 2014
Wachovia, A Wells Fargo Company June 2001 - February 2010
Skills
Banking, Credit, Credit Analysis, Finance, Small Business Lending, Loans, Management, Commercial Banking, Consumer Lending, Commercial Lending
Education
University of North Carolina at Charlotte - Belk College of Business
BSBA, INTERNATIONAL BUSINESS
PNC Business Banking March 2014 - Present
PNC Bank February 2010 - March 2014
Wachovia, A Wells Fargo Company June 2001 - February 2010
Skills
Banking, Credit, Credit Analysis, Finance, Small Business Lending, Loans, Management, Commercial Banking, Consumer Lending, Commercial Lending
Education
University of North Carolina at Charlotte - Belk College of Business
BSBA, INTERNATIONAL BUSINESS
Landrea Richardson's Wachovia, A Wells Fargo Company Experience Credit Card Division SpecialistWachovia, A Wells Fargo CompanyOctober 2006 - April 2007
Job Wealth Management Operation Specialist
Industry Banking
Experience
Wachovia, A Wells Fargo Company Credit Card Division SpecialistWachovia, A Wells Fargo CompanyOctober 2006 - April 2007
Wachovia, A Wells Fargo Company October 2005 - May 2006
Education
Strayer University 2008 — 2010
M.B.A., Public Administration
University of North Carolina at Charlotte 2001 — 2003
B.A., AAAS/ Social Work
Wachovia, A Wells Fargo Company Credit Card Division SpecialistWachovia, A Wells Fargo CompanyOctober 2006 - April 2007
Wachovia, A Wells Fargo Company October 2005 - May 2006
Education
Strayer University 2008 — 2010
M.B.A., Public Administration
University of North Carolina at Charlotte 2001 — 2003
B.A., AAAS/ Social Work
Robert Rowell's Wachovia, A Wells Fargo Company Experience 1983 - 1994
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 1994 - Present
Wachovia, A Wells Fargo Company 1983 - 1994
University of North Carolina at Charlotte August 1981 - June 1983
Education
University of North Carolina at Charlotte 1977 — 1981
BA, Business Administration
Wells Fargo Advisors, LLC 1994 - Present
Wachovia, A Wells Fargo Company 1983 - 1994
University of North Carolina at Charlotte August 1981 - June 1983
Education
University of North Carolina at Charlotte 1977 — 1981
BA, Business Administration
Larry M. Owens Jr.'s Wachovia, A Wells Fargo Company Experience June 2007 - May 2010
Job Senior Wellness Consultant at Next Level Nutrition
Industry Health, Wellness and Fitness
Experience
LPL Financial June 2015 - Present
Next Level Nutrition August 2011 - Present
Next Level Fitness & Nutrition NC 2011 - Present
LPL Finanical August 2013 - June 2015
Hill Bobcats January 2007 - March 2014
O'Charley's May 2006 - April 2012
Wachovia, A Wells Fargo Company June 2007 - May 2010
Skills
Customer Service, Leadership, Personal Training, Fitness, Strength & Conditioning, Microsoft Office, Basketball, Strength Training, Fitness Training, Wellness, Nutrition, Sports, Athletic Training, Public Speaking, Coaching, Teamwork, Teaching, Training, Exercise Physiology, Sales, Community Outreach, Social Networking, Team Leadership, Outlook, Management, Team Building, Investments, Nonprofits, PowerPoint, Public Relations, Social Media, Leadership Development, Healthcare, Recruiting, Microsoft Word, Marketing, Marketing Strategy
Education
University of North Carolina at Charlotte 2007 — 2013
B.S., Biology, Exercise Science
University of North Carolina at Charlotte 2002 — 2007
B.A., Biology
Salem High School 1998 — 2002
Diploma, N/A
LPL Financial June 2015 - Present
Next Level Nutrition August 2011 - Present
Next Level Fitness & Nutrition NC 2011 - Present
LPL Finanical August 2013 - June 2015
Hill Bobcats January 2007 - March 2014
O'Charley's May 2006 - April 2012
Wachovia, A Wells Fargo Company June 2007 - May 2010
Skills
Customer Service, Leadership, Personal Training, Fitness, Strength & Conditioning, Microsoft Office, Basketball, Strength Training, Fitness Training, Wellness, Nutrition, Sports, Athletic Training, Public Speaking, Coaching, Teamwork, Teaching, Training, Exercise Physiology, Sales, Community Outreach, Social Networking, Team Leadership, Outlook, Management, Team Building, Investments, Nonprofits, PowerPoint, Public Relations, Social Media, Leadership Development, Healthcare, Recruiting, Microsoft Word, Marketing, Marketing Strategy
Education
University of North Carolina at Charlotte 2007 — 2013
B.S., Biology, Exercise Science
University of North Carolina at Charlotte 2002 — 2007
B.A., Biology
Salem High School 1998 — 2002
Diploma, N/A
Deepti Nayyar's Wachovia, A Wells Fargo Company Experience January 2001 - September 2013
Job Real Estate Broker at CharCom Properties
Industry Real Estate
Experience
CharCom Properties September 2013 - Present
Wachovia, A Wells Fargo Company January 2001 - September 2013
Skills
Banking, Financial Modeling, Portfolio Management, Financial Analysis, Investments, Loans, Credit, Capital Markets, Credit Analysis, Valuation, Investment Banking, Fixed Income, Equities, Securities, Corporate Finance
Education
University of North Carolina at Charlotte 1998 — 2000
Master of Business Administration (M.B.A.), Finance, General
CharCom Properties September 2013 - Present
Wachovia, A Wells Fargo Company January 2001 - September 2013
Skills
Banking, Financial Modeling, Portfolio Management, Financial Analysis, Investments, Loans, Credit, Capital Markets, Credit Analysis, Valuation, Investment Banking, Fixed Income, Equities, Securities, Corporate Finance
Education
University of North Carolina at Charlotte 1998 — 2000
Master of Business Administration (M.B.A.), Finance, General
Trisha Ray's Wachovia, A Wells Fargo Company Experience July 2006 - December 2009
Job HR Specialist at Haywood Regional Medical Center and Beauty Consultant at Mary Kay Inc.
Industry Hospital & Health Care
Experience
Haywood Regional Medical Center October 2010 - Present
Mary Kay Inc. April 2013 - Present
East Sylva Baptist August 2010 - October 2010
Wachovia, A Wells Fargo Company July 2006 - December 2009
Skills
Employee Relations, Interviews, Training, Windows, Human Resources, Customer Service, Employee Engagement, Recruiting, Coaching, Team Building, Public Speaking, Microsoft Excel, Microsoft Office, PowerPoint, Healthcare, Conflict Resolution, Leadership
Education
UNC Charlotte 2008 — 2010
Bachelor of Arts (BA), Human Resources
Haywood Regional Medical Center October 2010 - Present
Mary Kay Inc. April 2013 - Present
East Sylva Baptist August 2010 - October 2010
Wachovia, A Wells Fargo Company July 2006 - December 2009
Skills
Employee Relations, Interviews, Training, Windows, Human Resources, Customer Service, Employee Engagement, Recruiting, Coaching, Team Building, Public Speaking, Microsoft Excel, Microsoft Office, PowerPoint, Healthcare, Conflict Resolution, Leadership
Education
UNC Charlotte 2008 — 2010
Bachelor of Arts (BA), Human Resources
Lisa Kidd's Wachovia, A Wells Fargo Company Experience August 1995 - December 2001
Job Client Relationship Manager
Industry Information Technology and Services
Experience
Sealed Air Corporation April 2015 - Present
OrthoCarolina February 2014 - Present
Marsilio Consulting 2010 - Present
UNC Charlotte 1995 - 2014
Avaya January 2000 - June 2007
Wachovia, A Wells Fargo Company August 1995 - December 2001
Skills
SAP, Program Management, Strategy, Recruiting, Training, Project Management, Analysis, Employee Relations, Management, Performance Management, Business Strategy, Sales, Data Analysis, Change Management, Business Planning, Access, Leadership, Leadership Development, Strategic Planning, PeopleSoft, Public Speaking, Microsoft Excel, Nonprofits, Visio, Event Planning, Management Consulting, Business Intelligence, Team Building, Organizational..., Applicant Tracking..., Teaching, Business Analysis, Human Resources, Consulting, Microsoft Office, Marketing, Account Management, Business Development
Education
University of North Carolina at Charlotte - Belk College of Business 1990 — 1995
Bachelor's of Science, International Business & Business Management, 3.6
Pfeiffer University
Master of Business Administration (MBA), Coursework: 12 hours
South Meck
Sealed Air Corporation April 2015 - Present
OrthoCarolina February 2014 - Present
Marsilio Consulting 2010 - Present
UNC Charlotte 1995 - 2014
Avaya January 2000 - June 2007
Wachovia, A Wells Fargo Company August 1995 - December 2001
Skills
SAP, Program Management, Strategy, Recruiting, Training, Project Management, Analysis, Employee Relations, Management, Performance Management, Business Strategy, Sales, Data Analysis, Change Management, Business Planning, Access, Leadership, Leadership Development, Strategic Planning, PeopleSoft, Public Speaking, Microsoft Excel, Nonprofits, Visio, Event Planning, Management Consulting, Business Intelligence, Team Building, Organizational..., Applicant Tracking..., Teaching, Business Analysis, Human Resources, Consulting, Microsoft Office, Marketing, Account Management, Business Development
Education
University of North Carolina at Charlotte - Belk College of Business 1990 — 1995
Bachelor's of Science, International Business & Business Management, 3.6
Pfeiffer University
Master of Business Administration (MBA), Coursework: 12 hours
South Meck
Tatiana Pisarski's Wachovia, A Wells Fargo Company Experience June 2005 - July 2009
Job Accounting
Industry Retail
Experience
Russian School of Charlotte June 2014 - June 2015
MTP Enterprises LLC October 2009 - October 2012
ScentAir Technologies, Inc November 2009 - February 2010
Wachovia, A Wells Fargo Company June 2005 - July 2009
Skills
Loans, Account Reconciliation, Banking, Microsoft Office, Mortgage Lending, Strategic Planning, Financial Analysis, Accounts Receivable, Event Management, Microsoft Word, Credit, Outlook, Mortgage Banking, QuickBooks
Education
University of North Carolina at Charlotte 2005 — 2008
BSBA, Finance, Economics
Russian School of Charlotte June 2014 - June 2015
MTP Enterprises LLC October 2009 - October 2012
ScentAir Technologies, Inc November 2009 - February 2010
Wachovia, A Wells Fargo Company June 2005 - July 2009
Skills
Loans, Account Reconciliation, Banking, Microsoft Office, Mortgage Lending, Strategic Planning, Financial Analysis, Accounts Receivable, Event Management, Microsoft Word, Credit, Outlook, Mortgage Banking, QuickBooks
Education
University of North Carolina at Charlotte 2005 — 2008
BSBA, Finance, Economics
Nick Sackinger's Wachovia, A Wells Fargo Company Experience September 2001 - August 2006
Job System Design Specialist at DryPro Basement Systems
Industry Environmental Services
Experience
Dry-Pro Basement Systems October 2014 - Present
TruGreen LandCare February 2013 - September 2014
Henderson Properties August 2011 - February 2013
On The Border December 2005 - August 2011
Wachovia, A Wells Fargo Company September 2001 - August 2006
Skills
Restaurant Management, Customer Service, Income Statement, Customer Satisfaction, Computer Proficiency, Operating Budgets, Legal Documents, Problem Solving, Operational Efficiency, Employee Training, Training, P, Restaurants, Sales, Hiring, Process Scheduler, Time Management, Inventory Control, Leadership, Payroll, Operations Management, Budgets, Team Building, Profit, Sales Management
Education
University of North Carolina at Charlotte 1998 — 2002
Dry-Pro Basement Systems October 2014 - Present
TruGreen LandCare February 2013 - September 2014
Henderson Properties August 2011 - February 2013
On The Border December 2005 - August 2011
Wachovia, A Wells Fargo Company September 2001 - August 2006
Skills
Restaurant Management, Customer Service, Income Statement, Customer Satisfaction, Computer Proficiency, Operating Budgets, Legal Documents, Problem Solving, Operational Efficiency, Employee Training, Training, P, Restaurants, Sales, Hiring, Process Scheduler, Time Management, Inventory Control, Leadership, Payroll, Operations Management, Budgets, Team Building, Profit, Sales Management
Education
University of North Carolina at Charlotte 1998 — 2002
Barbara Imboden's Wachovia, A Wells Fargo Company Experience 2002 - 2006
Job Senior Financial Professional
Industry Financial Services
Experience
Masterworks Museum of Bermuda Art September 2007 - March 2008
Wachovia, A Wells Fargo Company 2002 - 2006
BDO Seidman, LLP 2000 - 2001
Arthur Andersen LLP 1998 - 2000
RSM McGladrey 1992 - 1996
KPMG 1988 - 1992
Skills
Finance, Mergers & Acquisitions, Financial Analysis, Analysis, Management, Strategy, Accounting, Auditing, Valuation, Internal Controls
Education
Wake Forest University 2000 — 2002
MBA, Finance
University of North Carolina at Charlotte - Belk College of Business 1984 — 1988
BS, Accounting
Masterworks Museum of Bermuda Art September 2007 - March 2008
Wachovia, A Wells Fargo Company 2002 - 2006
BDO Seidman, LLP 2000 - 2001
Arthur Andersen LLP 1998 - 2000
RSM McGladrey 1992 - 1996
KPMG 1988 - 1992
Skills
Finance, Mergers & Acquisitions, Financial Analysis, Analysis, Management, Strategy, Accounting, Auditing, Valuation, Internal Controls
Education
Wake Forest University 2000 — 2002
MBA, Finance
University of North Carolina at Charlotte - Belk College of Business 1984 — 1988
BS, Accounting
Justin Hyland's Wachovia, A Wells Fargo Company Experience September 2008 - July 2012
Job Analyst at Bank of America with Open Systems Technologies
Industry Banking
Experience
Open Systems Technologies May 2014 - Present
Wells Fargo August 2012 - February 2014
Wachovia, A Wells Fargo Company September 2008 - July 2012
Skills
Risk Management, Customer Service, Financial Services, Banking, Team Building, Microsoft Word, Financial Analysis, Training, Microsoft Office, Customer Satisfaction, Microsoft Excel, Insurance, Leadership, Business Analysis, Team Leadership, Process Improvement
Education
University of North Carolina at Charlotte 2001 — 2006
BSBA, Finance, General, 3.11
Open Systems Technologies May 2014 - Present
Wells Fargo August 2012 - February 2014
Wachovia, A Wells Fargo Company September 2008 - July 2012
Skills
Risk Management, Customer Service, Financial Services, Banking, Team Building, Microsoft Word, Financial Analysis, Training, Microsoft Office, Customer Satisfaction, Microsoft Excel, Insurance, Leadership, Business Analysis, Team Leadership, Process Improvement
Education
University of North Carolina at Charlotte 2001 — 2006
BSBA, Finance, General, 3.11
Mekisha Barnhill's Wachovia, A Wells Fargo Company Experience April 2010 - October 2010
Job Senior IT Project Manager at TIAACREF
Industry Banking
Experience
TIAA-CREF October 2010 - Present
Wachovia, A Wells Fargo Company April 2010 - October 2010
IBM March 2006 - April 2009
IBM January 2001 - April 2006
IBM November 1998 - January 2001
Education
University of Phoenix 2005 — 2008
MBA, Information Technology
University of North Carolina at Charlotte 1995 — 2000
Bachelors, Computer Science
TIAA-CREF October 2010 - Present
Wachovia, A Wells Fargo Company April 2010 - October 2010
IBM March 2006 - April 2009
IBM January 2001 - April 2006
IBM November 1998 - January 2001
Education
University of Phoenix 2005 — 2008
MBA, Information Technology
University of North Carolina at Charlotte 1995 — 2000
Bachelors, Computer Science
Valerie Kramer's Wachovia, A Wells Fargo Company Experience 2007 - 2009
Job Technology Manager at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wells Fargo 2009 - Present
Wachovia, A Wells Fargo Company 2007 - 2009
Royal & Sun Alliance 2000 - 2007
Royal & Sun Alliance 1995 - 2000
Skills
SDLC, Project Portfolio..., Process Improvement, Program Management, Risk Management, Project Management, Change Management, Analysis, Strategy, Leadership, Management
Education
Scrum Alliance
ScrumMaster
Project Management Institute
PMP
University of North Carolina at Charlotte
BBA, Business Management
National Association of Legal Assistants
Legal Assistant Certification
Wells Fargo 2009 - Present
Wachovia, A Wells Fargo Company 2007 - 2009
Royal & Sun Alliance 2000 - 2007
Royal & Sun Alliance 1995 - 2000
Skills
SDLC, Project Portfolio..., Process Improvement, Program Management, Risk Management, Project Management, Change Management, Analysis, Strategy, Leadership, Management
Education
Scrum Alliance
ScrumMaster
Project Management Institute
PMP
University of North Carolina at Charlotte
BBA, Business Management
National Association of Legal Assistants
Legal Assistant Certification
Jonathon Prescott's Wachovia, A Wells Fargo Company Experience March 2010 - June 2011
Job Analytics Consultant at Wells Fargo Insurance Services
Industry Banking
Experience
Wells Fargo Insurance Services July 2015 - Present
Wells Fargo February 2013 - July 2015
Wells Fargo June 2011 - February 2013
Wachovia, A Wells Fargo Company March 2010 - June 2011
Wachovia, A Wells Fargo Company October 2005 - March 2010
Wachovia, A Wells Fargo Company May 2004 - October 2005
Skills
Retirement, Banking, Mutual Funds, Team Building, Finance, Wealth Management, Leadership, Financial Services, Financial Analysis, Microsoft Excel, Time Management, Risk Management
Education
University of North Carolina at Charlotte 2003 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of North Carolina at Charlotte
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo Insurance Services July 2015 - Present
Wells Fargo February 2013 - July 2015
Wells Fargo June 2011 - February 2013
Wachovia, A Wells Fargo Company March 2010 - June 2011
Wachovia, A Wells Fargo Company October 2005 - March 2010
Wachovia, A Wells Fargo Company May 2004 - October 2005
Skills
Retirement, Banking, Mutual Funds, Team Building, Finance, Wealth Management, Leadership, Financial Services, Financial Analysis, Microsoft Excel, Time Management, Risk Management
Education
University of North Carolina at Charlotte 2003 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of North Carolina at Charlotte
Bachelor of Business Administration (B.B.A.), Finance, General
venkatapathi penmetcha's Wachovia, A Wells Fargo Company Experience June 2010 - October 2011
Job Consultant CA data minder(DLP) specialist at Capgemini
Industry Computer Software
Experience
Capgemini May 2012 - Present
Capgemini October 2011 - May 2012
Wachovia, A Wells Fargo Company June 2010 - October 2011
UNC Charlotte January 2010 - June 2010
Skills
Software Quality..., Quality Center, CA Dataminder, symantec Clearwell, SQL, VB.NET, VBScript, Agile Methodologies, JIRA, End to End Delivery, Requirements Gathering, Requirements Analysis, Test Automation, Test Planning, Microsoft SQL Server, Oracle Database, Sybase
Education
University of North Carolina at Charlotte 2009 — 2010
Master's degree, Computer Science
Capgemini May 2012 - Present
Capgemini October 2011 - May 2012
Wachovia, A Wells Fargo Company June 2010 - October 2011
UNC Charlotte January 2010 - June 2010
Skills
Software Quality..., Quality Center, CA Dataminder, symantec Clearwell, SQL, VB.NET, VBScript, Agile Methodologies, JIRA, End to End Delivery, Requirements Gathering, Requirements Analysis, Test Automation, Test Planning, Microsoft SQL Server, Oracle Database, Sybase
Education
University of North Carolina at Charlotte 2009 — 2010
Master's degree, Computer Science
Denise Jenkins's Wachovia, A Wells Fargo Company Experience September 2010 - June 2011
Job Sales Operations and Reporting Officer at Aquila Distributors, Inc.
Industry Financial Services
Experience
Aquila Group of Funds March 2013 - Present
Wachovia, A Wells Fargo Company September 2010 - June 2011
Wells Fargo January 2009 - June 2010
Wachovia, A Wells Fargo Company July 2006 - June 2010
Wachovia - Evergreen Investments 2009 - 2010
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 2007
Bachelor of Science in Business Administration, Management Information Systems
Aquila Group of Funds March 2013 - Present
Wachovia, A Wells Fargo Company September 2010 - June 2011
Wells Fargo January 2009 - June 2010
Wachovia, A Wells Fargo Company July 2006 - June 2010
Wachovia - Evergreen Investments 2009 - 2010
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 2007
Bachelor of Science in Business Administration, Management Information Systems
Marisa C. Smith Smith's Wachovia, A Wells Fargo Company Experience February 2006 - June 2010
Job Systems Support Analyst at PPD
Industry Pharmaceuticals
Experience
PPD September 2011 - Present
Premier Research June 2010 - August 2011
Wachovia: A Wells Fargo Company February 2006 - June 2010
Wells Fargo April 2001 - January 2006
Wachovia February 2001 - April 2001
Skills
Databases, ITIL, Data Analysis, Regulatory Requirements, PL/SQL, Business Analysis, SAS, Unix, Process Improvement, Access, Active Directory, Database Administration, Clinical Research, Testing, Vendor Management, Oracle Discoverer, SDLC, Oracle, Toad, Project Management
Education
University of North Carolina at Charlotte
Bachelor of Science (B.S.), Computer Science
PPD September 2011 - Present
Premier Research June 2010 - August 2011
Wachovia: A Wells Fargo Company February 2006 - June 2010
Wells Fargo April 2001 - January 2006
Wachovia February 2001 - April 2001
Skills
Databases, ITIL, Data Analysis, Regulatory Requirements, PL/SQL, Business Analysis, SAS, Unix, Process Improvement, Access, Active Directory, Database Administration, Clinical Research, Testing, Vendor Management, Oracle Discoverer, SDLC, Oracle, Toad, Project Management
Education
University of North Carolina at Charlotte
Bachelor of Science (B.S.), Computer Science
Lori Wyatt's Wachovia, A Wells Fargo Company Experience June 1997 - May 1999
Job Office Manager, Bookkeeper
Industry Accounting
Experience
Private CPA Firm April 2009 - March 2013
Prudential Prime Properties April 2007 - December 2009
Acadian Carpet Center - Flooring America April 2005 - September 2006
Hands-On Woodworking February 2000 - August 2004
Wachovia, A Wells Fargo Company June 1997 - May 1999
Education
University of North Carolina at Charlotte 1994 — 1997
BS, Management
Private CPA Firm April 2009 - March 2013
Prudential Prime Properties April 2007 - December 2009
Acadian Carpet Center - Flooring America April 2005 - September 2006
Hands-On Woodworking February 2000 - August 2004
Wachovia, A Wells Fargo Company June 1997 - May 1999
Education
University of North Carolina at Charlotte 1994 — 1997
BS, Management
Dean Golden's Wachovia, A Wells Fargo Company Experience March 1995 - Present
Job Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company March 1995 - Present
Skills
Customer Service, Management, SQL, Microsoft Office, Banking, Business Analysis
Education
University of North Carolina at Charlotte 1989 — 1994
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Wachovia, A Wells Fargo Company March 1995 - Present
Skills
Customer Service, Management, SQL, Microsoft Office, Banking, Business Analysis
Education
University of North Carolina at Charlotte 1989 — 1994
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Natasha Garvin's Wachovia, A Wells Fargo Company Experience January 2001 - Present
Job Accountant at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company January 2001 - Present
Education
University of North Carolina at Charlotte
BS, Business Administration, Concentration Human Resources
Wachovia, A Wells Fargo Company January 2001 - Present
Education
University of North Carolina at Charlotte
BS, Business Administration, Concentration Human Resources
Olga Glukhoman's Wachovia, A Wells Fargo Company Experience March 2007 - September 2008
Job Senior Accountant, Revenue Recognition at Compass Group North America
Industry Financial Services
Experience
Compass Group North America May 2014 - Present
Compass Group North America May 2012 - May 2014
Russian School of Charlotte September 2007 - May 2014
Roundpoint Mortgage Company April 2012 - May 2012
Avelo Mortgage a Goldman Sachs Company September 2008 - March 2012
Wachovia, A Wells Fargo Company March 2007 - September 2008
Skills
Microsoft Excel, Outlook, QuickBooks, PowerPoint, Microsoft Word, Quicken, Credit, Mortgage Lending, Credit Analysis, Loan Origination, Loans, Underwriting, Mortgage Banking, Loan Servicing, Due Diligence, Refinance, Accounts Receivable, Financial Reporting, Real Estate, Loss Mitigation, Accounts Payable, Forecasting, Analysis, Payroll, Residential Mortgages, FHA, Mortgage Underwriting, Account Reconciliation, Investment Properties, Risk Management, Accounting, Management, Customer Service, Banking, Financial Analysis, SAP, General Ledger, Financial Statements
Education
University of North Carolina at Charlotte 2003 — 2007
Bachelor of Science, Accounting
University of North Carolina at Charlotte 2003 — 2007
Bachelor of Science, Finance
Compass Group North America May 2014 - Present
Compass Group North America May 2012 - May 2014
Russian School of Charlotte September 2007 - May 2014
Roundpoint Mortgage Company April 2012 - May 2012
Avelo Mortgage a Goldman Sachs Company September 2008 - March 2012
Wachovia, A Wells Fargo Company March 2007 - September 2008
Skills
Microsoft Excel, Outlook, QuickBooks, PowerPoint, Microsoft Word, Quicken, Credit, Mortgage Lending, Credit Analysis, Loan Origination, Loans, Underwriting, Mortgage Banking, Loan Servicing, Due Diligence, Refinance, Accounts Receivable, Financial Reporting, Real Estate, Loss Mitigation, Accounts Payable, Forecasting, Analysis, Payroll, Residential Mortgages, FHA, Mortgage Underwriting, Account Reconciliation, Investment Properties, Risk Management, Accounting, Management, Customer Service, Banking, Financial Analysis, SAP, General Ledger, Financial Statements
Education
University of North Carolina at Charlotte 2003 — 2007
Bachelor of Science, Accounting
University of North Carolina at Charlotte 2003 — 2007
Bachelor of Science, Finance
Helen Paul's Wachovia, A Wells Fargo Company Experience July 1987 - Present
Job Business Systems Consultant at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company July 1987 - Present
Skills
Software Project..., Business Analysis, IT Management
Education
University of North Carolina at Charlotte
Winston-Salem State University
Wachovia, A Wells Fargo Company July 1987 - Present
Skills
Software Project..., Business Analysis, IT Management
Education
University of North Carolina at Charlotte
Winston-Salem State University