Wachovia, A Wells Fargo Company

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Wachovia, A Wells Fargo Company Employees

Employee
Years
Job
Industry
Jay Espiritu Jay Espiritu Greater Atlanta Area Details
Jay Espiritu's Wachovia, A Wells Fargo Company Experience November 2009 - December 2010
Job Web Developer
Industry Information Technology and Services
Experience
Qmatic  2011 - Present
Wachovia, A Wells Fargo Company   November 2009 - December 2010
RealTime Intelligence  February 2008 - August 2009
PAETEC  February 2007 - November 2007
US LEC  October 2000 - February 2007

Skills
Hibernate, Spring, SQL Server, Java, JSP, SQL, AJAX, JavaScript, Servlets, JDBC, HTML, PL/SQL, Programming, J2EE

Education
University of South Carolina-Columbia   1991 — 1998

Sue Matney Sue Matney Greensboro/Winston-Salem, North Carolina Area Details
Sue Matney's Wachovia, A Wells Fargo Company Experience July 1999 - January 2006
Job Service Operations Manager at Abbot Downing
Industry Financial Services
Experience
Abbot Downing  July 2011 - Present
Wells Fargo Bank  January 2006 - July 2011
Wachovia, A Wells Fargo Company   July 1999 - January 2006
Wilson Pest Control   July 1998 - September 2000

Skills
Process Improvement, Strategic Planning, Access, Microsoft Excel, Project Management, PowerPoint, Microsoft Office, Photography, Leadership, Administrative..., Office Management, Microsoft Word, Time Management, Data Entry, Spreadsheets, Human Resources, Team Building, Training

Education
University of Phoenix
Bachelor’s of Science Degree, Business Administration

American High School
Diploma

S. Charmaine Edmonds S. Charmaine Edmonds Greater Atlanta Area Details
S. Charmaine Edmonds's Wachovia, A Wells Fargo Company Experience June 2003 - November 2006
Job Senior Account Executive at Willis
Industry Insurance
Experience
Willis Insurance Services  January 2015 - Present
Wells Fargo Insurance Services  November 2006 - December 2014
Wachovia, A Wells Fargo Company   June 2003 - November 2006
Prudential Financial Services  February 2001 - June 2003
Merrill Lynch Financial Services  September 1997 - June 2000

Skills
Underwriting, Insurance, Relationship Management, Risk Management, Property & Casualty..., Portfolio Management, Process Improvement

Education
University of Pittsburgh
Bachelor of Science, Economics

Charlene Allfrey Charlene Allfrey Fernandina Beach, Florida Details
Charlene Allfrey's Wachovia, A Wells Fargo Company Experience May 2000 - August 2009
Job Data Operations Specialist at DMEautomotive
Industry Information Technology and Services
Experience
DMEautomotive  June 2013 - Present
Aries Mystic Chamber   November 2009 - Present
InHouse Solutions   August 2010 - January 2013
Wachovia, A Wells Fargo Company   May 2000 - August 2009
Action Research/GMRS   January 1996 - April 2000

Skills
Vendor Management, Loans, Team Building, Performance Management, Linux, pgAdmin, MySQL, Putty, Windows, JIRA, Confluence, VB.NET, Java, HTML, HTML 5, CSS, Microsoft SQL Server, Visual Studio, JavaScript, VBA, Process Improvement, Leadership, Risk Management, Mortgage Lending, Real Estate, Software Documentation, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, MS Project, Visio, Firefox, Access, Customer Service, Troubleshooting, Problem Solving, SDLC, SaaS, Training, Business Analysis, jQuery, Software Engineering

Education
International Correspondence Schools
Bookkeeping, Vocational/Bookkeeping

University of Phoenix
Bachelors of Science in Information Technology, Computer Software Engineering, 3.4 GPA

Bernardo S Caceres Bernardo S Caceres Greater Atlanta Area Details
Bernardo S Caceres's Wachovia, A Wells Fargo Company Experience July 2005 - October 2009
Job Business Expansion. Bilingual Mortgage Financial Management Professional. Public Relations Energetic Leader NMLS 883108
Industry Public Relations and Communications
Experience
Wells Fargo  March 2015 - Present
AmeriSave Mortgage Corporation  February 2015 - March 2015
Guaranteed Rate  September 2014 - January 2015
Hyundai America   October 2013 - July 2014
Wells Fargo Home Mortgage  May 2013 - October 2013
JPMorgan Chase  February 2012 - March 2013
PHH Mortgage  April 2010 - February 2012
Luxottica Retail  October 2009 - April 2010
Wachovia, A Wells Fargo Company   July 2005 - October 2009
REMAX Advantage Plus  May 2008 - April 2009

Skills
Mortgage Lending, Mortgage Banking, Leadership, FHA, Loans, Project Management, Sales Management, Sales, Loan Origination, Public Relations, Leadership Development, Management, Real Estate, Customer Satisfaction, Spanish-English, Business Analysis, Microsoft Excel, Sales Presentations, Credit Risk, Finance, Residential Mortgages, Refinance, Marketing Communications, LPS Desktop, Fully bilingual English, iDesk, Business Relationship..., Compliance, Instructor-led Training, Community Outreach, Mortgage Servicing, Training, Team Building, Loan Servicing, Customer Service, Relationship Management, Recruiting, Loss Mitigation, Banking, Mortgage Underwriting, Loan Closings, Credit Analysis, Consumer Lending, Credit, Operations Management, Non-profit..., Media Relations, Default, LGBT community, USDA

Education
University of Phoenix
Bachelor of Science (B.S.), Psychology

Florida Real Estate Institute
Real Estate Sales Associate Course

Matt Dowless Matt Dowless Greenville, South Carolina Area Details
Matt Dowless's Wachovia, A Wells Fargo Company Experience September 2008 - March 2010
Job Retail / Small Business Credit Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo  March 2010 - Present
Wachovia, A Wells Fargo Company   September 2008 - March 2010
Wachovia, A Wells Fargo Company   July 2007 - September 2008
Wachovia, A Wells Fargo Company   June 2006 - June 2007
Wachovia, A Wells Fargo Company   April 2004 - June 2006
American National Property and Casualty  January 2003 - April 2004
New York Life Insurance Company  August 2002 - January 2003
Morris Wireless   January 2001 - January 2002

Skills
Credit, Finance, Portfolio Management, Risk Management, Underwriting, Insurance, Management, Loans, Commercial Lending, Sales, Credit Analysis

Education
University of South Carolina - The Moore School of Business   1996 — 2000
Bachelor of Science (B.S.), Marketing / Management

South Bankers School

Ben Hagood Ben Hagood Anderson, South Carolina Details
Ben Hagood's Wachovia, A Wells Fargo Company Experience August 1984 - December 2004
Job Banking Executive
Industry Banking
Experience
TD Bank  2004 - Present
Wachovia, A Wells Fargo Company   August 1984 - December 2004

Skills
Lines Of Credit, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Banking, Small Business Lending, Relationship Management, Negotiation, Credit Analysis, Retail Banking, Loans, Mortgage Lending, Financial Analysis, Underwriting, Credit Risk, Portfolio Management, Finance, Loan Origination

Education
University of South Carolina - Darla Moore School of Business   1975 — 1979
BS, Marketing/Finance

Debra Coltey Debra Coltey Greater Denver Area Details
Debra Coltey's Wachovia, A Wells Fargo Company Experience September 2006 - June 2008
Job Customer Service Team Manager at Staples Advantage
Industry Business Supplies and Equipment
Experience
Staples Advantage  October 2009 - Present
Wachovia, A Wells Fargo Company   September 2006 - June 2008
Office Depot  August 1998 - September 2006

Skills
Customer Service, Customer Satisfaction, Customer Relations, Outlook, Inventory Management, Customer Retention, Budgets, Management, Project Management, Call Centers, Operations Management, Project Planning, Process Improvement, Training, Account Management, Team Building, Cross-functional Team..., Leadership

Education
University of Phoenix   2013 — 2015
Master of Business Administration (MBA), Project Management

University of Phoenix   2011 — 2013
Bachelor of Science in Business (BSB), Intergrated Supply Chain and Operations Management

Tyler Williams Tyler Williams Charlotte, North Carolina Area Details
Tyler Williams's Wachovia, A Wells Fargo Company Experience 2005 - 2005
Job Technology Evangelist / Senior Project Engineer (Cloud Solutions) at CloudBearing, Member of Comparex
Industry Information Technology and Services
Experience
CloudBearing, Member of COMPAREX Group   July 2013 - Present
Premier, Inc.   March 2008 - July 2013
WorkSmart IT Solutions   February 2005 - March 2008
Wachovia, A Wells Fargo Company   2005 - 2005
InterTech Computer Products   2003 - 2005
Marion Bass Inc   1999 - 2003

Skills
Microsoft Office, Windows 7, Active Directory, Genifax, Forefront, Windows Mobile, Cloud Computing, Process Improvement, Technology Integration, Microsoft Exchange, Blackberry Enterprise..., TMG, Windows Server, Mobile Devices, Office 365, Lync Server 2010, Lync, Solutions Marketing, Disaster Recovery, Data Center, VMware, Citrix, VMware ESX, Virtualization, Lync Server 2013, Exchange Server 2013, Windows Server 2012, Microsoft Exchange..., Good for Enterprise, Microsoft Office..., Secure Computing, Xerox, Equitrac, Microsoft Forefront TMG, Windows Server 2008, Accuroute, SIP Trunking, Verizon, Cellular, Mobile, Mobile Solutions, Omtool, Spam Filtering, AT&T, NLB, Hyper-V, Good Dynamics, Security, Kerberos, PKI

Education
Western Governors University   2011 — 2013
Information Technology—Networks Administration, Computer Science

University of Phoenix   2008 — 2011
Computer Science, Computer Science

Julie Csikany Julie Csikany Greater San Diego Area Details
Julie Csikany's Wachovia, A Wells Fargo Company Experience 2007 - 2009
Job SBA Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo  May 2012 - Present
Wells Fargo  September 2010 - May 2012
Wells Fargo Bank  January 2002 - September 2010
Wachovia, A Wells Fargo Company   2007 - 2009
Wells Fargo Bank  January 2001 - January 2002

Skills
Sales Management, Marketing, Customer Service, Small Business Lending, Loans, Credit, Commercial Banking, Banking, Commercial Lending, Retail Banking, Mortgage Lending, Cash Management, Credit Analysis, Underwriting, Treasury Management, Business Relationship..., Branch Management, Consumer Lending, Relationship..., Strategic Customer..., Internal & External..., Cross Selling, Loan Origination, Mortgage Banking

Education
University of Phoenix
BS, Business Management

Phil Klein Phil Klein Washington D.C. Metro Area Details
Phil Klein's Wachovia, A Wells Fargo Company Experience September 2009 - March 2012
Job Sales Productivity Consultant
Industry Banking
Experience
Capital One  January 2013 - Present
EagleBank  March 2012 - January 2013
Wachovia, A Wells Fargo Company   September 2009 - March 2012
Wachovia, A Wells Fargo Company   March 2007 - September 2009
Enterprise Rent-A-Car  October 1998 - February 2007

Skills
Business Development, Sales Management, Sales Process, Retail Banking, Investment Advisory..., Small Business Lending, Deposit Growth, Coaching Staff, Business Banking, Private Client Services, Commercial Banking, CRM, Financial Services, Banking, Loans

Education
University of Pittsburgh   1992 — 1996
BA

T'Clla Marks, MHA T'Clla Marks, MHA Richmond, Virginia Area Details
T'Clla Marks, MHA's Wachovia, A Wells Fargo Company Experience September 2005 - April 2007
Job Senior Claims Processor at WellPoint
Industry Insurance
Experience
WellPoint  April 2007 - Present
Wachovia, A Wells Fargo Company   September 2005 - April 2007
Concentra  March 2005 - September 2005
Bon Secours Health System  February 2004 - March 2005

Skills
Claims Handling and..., Call Center Support, Coordination of..., Confidential Records...

Education
University of Phoenix   2009 — 2011
Masters, Health Administration Informatics

University of Phoenix   2007 — 2009
Bachelors, Health Administration

University of Phoenix   2006 — 2007
Associates, Business Administration

Joe Prezioso Joe Prezioso Washington D.C. Metro Area Details
Joe Prezioso's Wachovia, A Wells Fargo Company Experience June 2007 - October 2010
Job Sales Performance Executive at Capital One
Industry Banking
Experience
Capital One  June 2014 - Present
Capital One  May 2011 - May 2014
Capital One  October 2010 - May 2011
Wachovia, A Wells Fargo Company   June 2007 - October 2010
Wachovia Bank  October 2004 - July 2007
Wachovia Bank  October 2000 - October 2004
Wachovia Bank  August 1997 - March 2000

Skills
Banking, Retail Banking, Small Business Lending, Leadership, Loans, Risk Management, Commercial Lending, Credit, Recruiting, Consumer Lending, Commercial Banking, Credit Analysis, Mortgage Lending, Wealth Management, Management, Finance, Financial Services, Underwriting, Sales, Treasury Management, Coaching, Relationship Management, Investments, Branch Banking, Lines Of Credit, Cross Selling, Insurance, Branch Management, CRM, Sales Management, Analysis, Mergers & Acquisitions, Customer Retention, Training, Credit Risk, Community Outreach, Community Development, Loan Origination, Organizational..., Educational Leadership, Cross-functional Team..., Executive Management, Team Leadership, Mortgage Banking, Commercial Mortgages, Cash Management, Asset Based Lending, Deposits, SBA

Education
University of Pittsburgh   1986 — 1990
Bachelors, Business Administration

Sandy Starke Sandy Starke Mclean, Virginia Details
Sandy Starke's Wachovia, A Wells Fargo Company Experience March 1988 - May 2006
Job Financial Crimes Manager, Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank  October 2010 - Present
Wells Fargo  April 2006 - October 2010
Wachovia, A Wells Fargo Company   March 1988 - May 2006

Skills
Banking, AML, Wealth Management, Credit, Securities, Risk Management, Due Diligence, Equities, Financial Risk, Loans, Bank Secrecy Act, Enterprise Risk..., Risk Assessment, Portfolio Management, Operational Risk, Management, Commercial Lending, Cross Selling, Credit Risk, Operational Risk..., Financial Services, Series 24, Finance, Fraud, Credit Analysis, Retail Banking, Commercial Banking, OFAC, KYC, Mortgage Lending, Private Banking

Education
University of Phoenix
Bachelor's degree, Criminal Justice/Law Enforcement Administration

Premanee Wongsangpaiboon Premanee Wongsangpaiboon Washington D.C. Metro Area Details
Premanee Wongsangpaiboon's Wachovia, A Wells Fargo Company Experience February 2005 - February 2011
Job VP, Business Relationship Manager at M&T Bank
Industry Banking
Experience
Greater McLean Chamber of Commerce  January 2015 - Present
M&T Bank  July 2014 - Present
Congressional Bank  March 2013 - July 2014
Bank of America  February 2011 - March 2013
Wachovia, A Wells Fargo Company   February 2005 - February 2011
Bank of America  March 2003 - March 2005

Skills
Mortgage Lending, Loans, Commercial Lending, Credit, Banking, Loan Origination, Small Business Lending, Consumer Lending, Retail Banking, Credit Analysis, Commercial Banking, Cross Selling, Branch Management, Business Development, Portfolio Management, Finance, Financial Services, Small Business, Relationship Management, Underwriting, Start-ups, Risk Management

Education
University of Nevada, Las Vegas
Bachelor of Business Administration (B.B.A.), International Business

University of Phoenix
Master of Business Administration (MBA), Global Management

Amanda Stewart, MBA Amanda Stewart, MBA Greater Atlanta Area Details
Amanda Stewart, MBA's Wachovia, A Wells Fargo Company Experience July 2005 - December 2006
Job Implementation Specialist at Valens Software LLC
Industry Information Technology and Services
Experience
Valens Software LLC   March 2015 - Present
Progress Software  October 2014 - March 2015
BravePoint for ProfitZoom   January 2014 - October 2014
BravePoint  December 2011 - January 2014
The Network  May 2011 - November 2011
The Network  August 2010 - May 2011
The Network  February 2009 - August 2010
BB&T  December 2006 - November 2008
Wachovia, A Wells Fargo Company   July 2005 - December 2006
North American Autonet   August 2004 - June 2005

Skills
Software Documentation, Agile Methodologies, Quality Assurance, Testing, CRM, Management, Training, Scrum, Troubleshooting, Analysis, Quality Center, Test Cases, Regression Testing, SDLC, Microsoft Office, Requirements Analysis, Visio, Business Requirements, Leadership

Education
University of Phoenix   2008 — 2010
MHA, Masters of Health Administration

University of Phoenix   2005 — 2007
MBA, Masters of Business Administration

Devry University   2001 — 2004
Bachelors of Science, Business Administration/Information Systems

Rex Croff Rex Croff Greater Atlanta Area Details
Rex Croff's Wachovia, A Wells Fargo Company Experience September 1996 - July 1999
Job Senior Treasury Analyst
Industry Hospital & Health Care
Experience
Children's Healthcare of Atlanta  July 2014 - Present
Federal Reserve Bank of Atlanta  September 2012 - July 2014
Global Payment Inc   December 2011 - July 2014
CarMax  2014 - 2014
Mirant  July 1999 - February 2011
Wachovia, A Wells Fargo Company   September 1996 - July 1999
First Union National Bank  January 1990 - September 1996

Skills
Financial Analysis, Oracle Financial, Financial Reporting, Accounting, Accounts Payable, Analysis, Cash Flow Forecasting, Cash Management, Finance, Forecasting, Management, PeopleSoft, Risk Management, Account Reconciliation, General Ledger, Sarbanes-Oxley Act, Treasury Management

Education
University of Phoenix   2008 — 2010
2010, B.S. Business Management

Essie Davis Essie Davis Richmond, Virginia Area Details
Essie Davis's Wachovia, A Wells Fargo Company Experience June 1997 - September 2003
Job Cosmetics Professional
Industry Cosmetics
Experience
Esscessories by Essie   February 1987 - Present
Genworth Financial  July 2004 - March 2011
Wachovia, A Wells Fargo Company   June 1997 - September 2003

Skills
General Insurance, Claims, Underwriting, Commercial Insurance, Reinsurance, Insurance, Claim

Education
The Braxton School of Business

University of Phoenix

John Sarrett John Sarrett Richmond, Virginia Area Details
John Sarrett's Wachovia, A Wells Fargo Company Experience 2007 - 2011
Job Retirement Income SpecialistVirginia Asset Management
Industry Financial Services
Experience
Virginia Asset Management  2011 - Present
Wachovia, A Wells Fargo Company   2007 - 2011
Head Golf Professional   March 1999 - October 2002
Country Club of Maryland  March 1995 - March 1999

Skills
Series 7, Retirement Planning, Wealth Management, Series 63, Investments, Strategic Financial..., Estate Planning, Mutual Funds, Life Insurance, Insurance, Series 6, Asset Managment, Financial Services

Education
University of Richmond   1981 — 1985
History, Journalism

University of Richmond
Bachelor of Arts (B.A.), History

Scott Timmons Scott Timmons Greenville, South Carolina Area Details
Scott Timmons's Wachovia, A Wells Fargo Company Experience June 2008 - March 2011
Job Branch Manager at Greer State Bank
Industry Banking
Experience
Greer State Bank  September 2015 - Present
Greer State Bank  September 2015 - Present
Ameris Bank  May 2011 - September 2015
Wachovia, A Wells Fargo Company   June 2008 - March 2011
Wachovia Bank  May 2006 - June 2008
Target Corp  January 2005 - May 2006
United States Marine Corps  October 1997 - June 2001

Skills
Customer Satisfaction, Sales, Sales Management, Management, Banking, Retail Banking, Leadership, Consumer Lending, Commercial Lending, Building Relationships, Small Business Lending, Finance, Credit, Customer Service, Loans, Strategic Planning, Team Building

Education
University of South Carolina Upstate   2002 — 2004
Bachelor of Science, Business Administration

Wando High School

Anja Watson Fraiser Anja Watson Fraiser Charlotte, North Carolina Area Details
Anja Watson Fraiser's Wachovia, A Wells Fargo Company Experience August 2009 - January 2011
Job Novant Health, Brand Manager
Industry Marketing and Advertising
Experience
Novant Health  February 2013 - Present
BB&T  June 2011 - December 2012
Wells Fargo  January 2011 - June 2011
Wachovia, a Wells Fargo Company   August 2009 - January 2011
Wachovia Corporation  October 2001 - September 2008
First Union National Bank  February 1998 - October 2001
Sterrett Dymond Stewart Advertising   February 1997 - October 1997
Wells Rich Greene Advertising   August 1992 - February 1997
University of South Carolina Columbia  1989 - 1991

Skills
Online Marketing, Marketing Strategy, Budgets, E-commerce, Financial Services, Integrated Marketing, Leadership, Management, Marketing, Marketing Communications, Marketing Management, Product Management, Public Relations, Strategy, Strategic Planning

Education
University of South Carolina-Columbia   1987 — 1991
BA

Daniel High School

Tina Wilson, CPA Tina Wilson, CPA Charlotte, North Carolina Area Details
Tina Wilson, CPA's Wachovia, A Wells Fargo Company Experience 1988 - 1993
Job Experienced Corporate Controller and Realtor®
Industry Real Estate
Experience
Helen Adams Realty  September 2014 - Present
Helen Adams Realty  May 2013 - February 2015
W. R. Toole Engineers, Inc.   August 2005 - January 2013
Central Electric Power Cooperative, Inc.   January 1998 - July 2002
Wachovia, A Wells Fargo Company   1988 - 1993
Ernst & Whinney  1986 - 1988

Education
University of South Carolina - The Moore School of Business   1985 — 1986
Master of Accountancy

University of South Carolina - The Moore School of Business   1981 — 1985
Bachelor of Science (BS), Business Administration

Allen White Allen White Columbia, South Carolina Area Details
Allen White's Wachovia, A Wells Fargo Company Experience March 2011 - September 2012
Job Financial Advisor The Robinson Group, BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow   November 2013 - Present
BB&T Scott and Stringfellow   September 2012 - October 2013
Wachovia, A Wells Fargo Company   March 2011 - September 2012
Ferguson Enterprises  October 2004 - April 2010

Skills
Account Management, Project Management, Series 7, Portfolio Management, Life Insurance, Investments, Financial Advisory, Asset Management, Retirement Planning, Asset Allocation

Education
University of South Carolina-Columbia   2000 — 2004
Bachelor of Arts, Economics

Ben Brazell Ben Brazell Charleston, South Carolina Area Details
Ben Brazell's Wachovia, A Wells Fargo Company Experience January 2005 - August 2007
Job Market President at First Reliance Bank
Industry Banking
Experience
First Reliance Bank  August 2007 - Present
Wachovia, A Wells Fargo Company   January 2005 - August 2007

Skills
Loans, Banking, Business Planning, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Credit Risk, Leadership, Loan Origination, Mortgage Lending, Portfolio Management, Small Business Lending

Education
South Carolina Bankers School - University of SC   1986 — 1989
Banking, Banking

University of South Carolina-Columbia   1981 — 1985

Ray Line Ray Line Greater San Diego Area Details
Ray Line's Wachovia, A Wells Fargo Company Experience April 2008 - April 2009
Job Helping Small Business Succeed So Communities Prosper. See what Jib Jab is saying @ youtu.be/LsEriNA6oFI
Industry Human Resources
Experience
Insperity  April 2009 - Present
Wachovia, a Wells Fargo Company   April 2008 - April 2009
1st Choice Mortgage  June 2007 - November 2007
Accredited Home Lenders  June 2003 - May 2007
SBC  January 2000 - May 2003
Tandy Corporation  April 1993 - January 2000

Skills
Small Business, Performance Management, Employee Benefits, Cold Calling, Account Management, Sales, B2B, Sales Management, Lead Generation, Sales Operations, Business Development, New Business Development, SaaS, Direct Sales, Salesforce.com, Marketing, Selling, Negotiation, Strategic Planning, Coaching, Human Resources, Leadership, Recruiting, Payroll, Insurance, Time Management, Analysis, Program Management

Education
University of Phoenix   1998 — 2002
Bachelor of Science, Business Management and Minor Marketing

Erin McCaskill, MBA Erin McCaskill, MBA Columbia, South Carolina Details
Erin McCaskill, MBA's Wachovia, A Wells Fargo Company Experience April 2006 - September 2007
Job VP/Private Banking Relationship Manager at First Citizens Bank
Industry Banking
Experience
First Citizens Bank  March 2015 - Present
First Citizens Bank & Trust of South Carolina  May 2009 - Present
First Citizens Securities Corporation   October 2013 - March 2015
Wachovia, A Wells Fargo Company   April 2006 - September 2007
First Citizens Bank  March 2004 - April 2006

Skills
Consumer Lending, Banking, Loans, Credit, Small Business Lending, Real Estate, Commercial Lending, Retail Banking, Commercial Banking, Credit Analysis, Mortgage Lending, Underwriting, Customer Service, Loan Origination, Management, Finance, Leadership, Mortgage Banking, Sales, Lines Of Credit, Building Relationships, Business Development, Budgets

Education
University of South Carolina - Darla Moore School of Business   2004 — 2006
MBA, Management, Marketing

University of Virginia   1998 — 2002
BA, Financial Economics

Annette Penny Annette Penny Columbia, South Carolina Area Details
Annette Penny's Wachovia, A Wells Fargo Company Experience January 1991 - January 1996
Job Retirement & Institutional Services Relationship Managment Consultant III at BB&T
Industry Banking
Experience
BB&T  April 2011 - Present
Synovus  January 2003 - February 2011
National Bank of South Carolina (NBSC)   March 1998 - January 2003
Vine Street Trust Company   January 1996 - March 1998
Wachovia, A Wells Fargo Company   January 1991 - January 1996
South Carolina National Bank (SCN)   January 1989 - January 1991
Standard Federal Savings & Loan   1984 - 1989

Skills
401k, CRM, Employee Benefits, Financial Services, Insurance, Investments, Retirement, Retirement Planning

Education
University of South Carolina-Columbia   1984 — 1987
BA, Interdisciplinary Studies

Mike Stanfield Mike Stanfield Charlotte, North Carolina Area Details
Mike Stanfield's Wachovia, A Wells Fargo Company Experience August 2009 - September 2010
Job TOG Project Manager at Wells Fargo
Industry Computer Networking
Experience
Wells Fargo  October 2015 - Present
University of Phoenix  2010 - Present
StoneLaurel  October 2014 - April 2015
Lincoln Harris  May 2012 - April 2013
Medflow, Inc.   March 2011 - November 2011
LinkedIn  2009 - 2011
Wachovia, A Wells Fargo Company   August 2009 - September 2010
IBM  October 1999 - April 2009
Compusa  January 1995 - October 1999

Skills
Process Improvement, Team Building, SharePoint, Business Analysis, PMO, Service Delivery, Leadership, Change Management, Software Documentation, Management, Training, Business Requirements, CRM, Customer Service, Team Leadership, Enterprise Architecture, IT Management, Problem Solving, Access, Project Planning, Budgets, Coaching, Cross-functional Team..., Analysis, Security, Retail, Account Management, Vendor Management, Team Management, MS Project, Visio, System Administration, Recruiting, Integration, Technical Support, Business Process..., Project Management, Risk Management, Information Technology, Program Management, Forecasting, Human Resources, Troubleshooting, Customer Satisfaction, Call Center, Microsoft Office, Time Management, Call Centers, Logistics, Lean Manufacturing

Education
University of Phoenix   2010 — 2015
Doctor of Education (EdD), Educational/Instructional Technology

University of Phoenix   2008 — 2010
MBA, Business Administration

Arthur Crist Arthur Crist Greater New York City Area Details
Arthur Crist's Wachovia, A Wells Fargo Company Experience September 2007 - September 2009
Job VP, Market Sales Manager Merrill Lynch
Industry Financial Services
Experience
Merrill Edge  May 2011 - Present
HSBC  September 2009 - May 2011
Wachovia, A Wells Fargo Company   September 2007 - September 2009
TD Ameritrade  2005 - 2007
Datek Online  June 1999 - October 2002

Skills
Series 7, Loans, Financial Analysis, Investments, Series 66, Series 63, Relationship Management, Banking, Financial Advisory, Financial Services, Mutual Funds, Sales, Retail Banking, Bonds, Investment Management, series 9, series 10, FINRA, Finance, Mortgage Lending, Uniform Combined State...

Education
University of Scranton   1995 — 1999
B.S., Criminal Justice, History

University of Scranton   1995 — 1999

Milly Negron-Caraballo Milly Negron-Caraballo Orlando, Florida Area Details
Milly Negron-Caraballo's Wachovia, A Wells Fargo Company Experience 2001 - 2004
Job Owner at Beauty Control
Industry Banking
Experience
Beauty Control  January 2013 - Present
El Shaddai Distributors Inc.   2010 - 2011
RBC Bank  July 2009 - November 2010
Wachovia, A Wells Fargo Company   2001 - 2004
Signature Consultants  1991 - 2001
Barnett Bank  1995 - 2000

Skills
Recruiting, Process Improvement, Training, Banking, Retail Banking, Human Resources, Credit, Leadership, Loans, Customer Service, Sales, Outlook, Team Leadership, Financial Services, Time Management, Finance, Commercial Banking, Team Building, Coaching, Performance Management

Education
University of Phoneix
Master of Business Administration (M.B.A.), Business Administration and Management, General

University of Phoenix   2002 — 2004
Bachelor of Business Administration (B.B.A.), Business/Commerce, General

Lindsey D Lindsey D Greater Atlanta Area Details
Lindsey D's Wachovia, A Wells Fargo Company Experience August 2006 - April 2010
Job Vice President / Investor Real Estate Risk Advisor at Wells Fargo
Industry Banking
Experience
Wells Fargo  April 2010 - Present
Wachovia, A Wells Fargo Company   August 2006 - April 2010

Education
University of South Alabama   1998 — 2001
Bachelor's degree, Finance, General

Brian Buan Brian Buan Greater Denver Area Details
Brian Buan's Wachovia, A Wells Fargo Company Experience 1998 - 1998
Job Senior Director, Client Partner Global Account Management
Industry Financial Services
Experience
Yodlee  June 2014 - Present
CashEdge (Division of Fiserv)   November 2012 - May 2014
CashEdge (Acquired by Fiserv)   January 2011 - December 2012
Cognizant Technology Solutions  July 2010 - January 2011
SEI  August 2007 - July 2010
SEI  October 2006 - August 2007
SEI Investments  September 2001 - August 2006
Wells Fargo  January 1998 - August 2001
Wachovia, A Wells Fargo Company   1998 - 1998
Union Bank of California  1995 - 1997

Skills
Product Management, Business Process..., SDLC, Business Analysis, Program Management, Business Intelligence, Investments, Strategy, Cross-functional Team..., Integration, Business Process, Requirements Analysis, Banking, Outsourcing, SaaS, Leadership, Risk Management, Change Management, Financial Services, Management, Project Management, Analysis, Finance, Strategic Enterprise...

Education
University of Puget Sound   1992 — 1995
BA, Economics, Finance, Communications

Mead High School

Laurent Shlomi Israel Laurent Shlomi Israel Miami/Fort Lauderdale Area Details
Laurent Shlomi Israel's Wachovia, A Wells Fargo Company Experience April 2011 - July 2012
Job IT Solution Architect
Industry Computer Software
Experience
Bee On The Go   September 2013 - Present
DoITWise   July 2012 - Present
Wachovia, A Wells Fargo Company   April 2011 - July 2012
Wolseley  2011 - 2011
IDHASOFT  2010 - 2011
HP  March 2001 - December 2010
Wachovia, A Wells Fargo Company   April 2009 - June 2009
PSINet  October 2000 - April 2001
Essilor  May 2000 - September 2000

Skills
BSM, HPOO, BAC, DDM, OVPI, ITSM, HPOM, IT Service Management, HP Openview, HP-UX, Unix, Servers, Solution Architecture, Enterprise Architecture, Solaris, CMDB, Storage, HP, SiteScope, High Availability, Pre-sales, ITIL, Integration, Infrastructure, Data Center, IT Management, TCP/IP, Perl, AIX, Operating Systems

Education
University of Paris I: Panthéon-Sorbonne   1988 — 1993
masters degree, Computer science

Gideon Oosthuizen Gideon Oosthuizen Dallas, Texas Details
Gideon Oosthuizen's Wachovia, A Wells Fargo Company Experience 2003 - 2009
Job Senior Corporate Banking Manager at HSBC
Industry Banking
Experience
HSBC Bank  October 2013 - Present
Wells Fargo Global Banking  March 2009 - September 2013
Wachovia, A Wells Fargo Company   2003 - 2009
PSG Investment Bank   1999 - 2002
BOE Bank   1998 - 1999
Standard Corporate and Merchant Bank   1994 - 1998
Standard Bank Properties   1991 - 1994
Deloitte Financial Institution Services   1986 - 1991

Skills
Commercial Lending, Commercial Banking, Credit

Education
University of Pretoria/Universiteit van Pretoria   1981 — 1985

Amy Collier, CFP® Amy Collier, CFP® Greenville, South Carolina Area Details
Amy Collier, CFP®'s Wachovia, A Wells Fargo Company Experience April 1998 - April 2005
Job Financial Advisor at Elliott Davis Investment Advisors, LLC
Industry Financial Services
Experience
Elliott Davis Investment Advisors, LLC   April 2008 - Present
Waddell & Reed  April 2005 - April 2008
Wachovia, A Wells Fargo Company   April 1998 - April 2005

Education
University of South Carolina-Columbia   1995 — 1999
B.S., Finance

Freddy Betz Freddy Betz Charlotte, North Carolina Area Details
Freddy Betz's Wachovia, A Wells Fargo Company Experience June 2001 - September 2011
Job Dealer Services Officer, Senior Vice President, BB&T Bank
Industry Banking
Experience
BB&T  March 2013 - Present
Lighthouse Realty  November 2011 - February 2013
Wachovia, A Wells Fargo Company   June 2001 - September 2011
First Union National Bank  2001 - 2003

Skills
Credit Risk, Business Relationship..., Business Strategy, Business Process, Portfolio Management, Business Development, Revenue Enhancement, Sales Management, Lead Generation, Social Networking, Commercial Banking, Treasury Services, Retail, Mortgage, Capital Markets, Relationship Marketing, Cash Flow Lending, Self Assessment Tax..., Real Estate Transactions, Sales Process, Wealth Management, Sales Effectiveness, Communication Skills, PowerPoint, Microsoft Excel, Windows, CRM, Microsoft Word, Banking, Financial Services, Management, Finance, Negotiation, Cold Calling, Commercial Lending, Credit Analysis, Small Business Lending, Loan Origination, Risk Management, Relationship Management, Sales, Treasury Management, New Business Development, Cross Selling, Real Estate, Investment Properties, Loans, Credit, Consumer Lending, Team Building

Education
University of South Carolina - The Moore School of Business   1994 — 1998
Finance, Business

Judy Buchanan Judy Buchanan Columbia, South Carolina Area Details
Judy Buchanan's Wachovia, A Wells Fargo Company Experience March 1983 - August 2003
Job SVP, Director of Treasury Management Services at Park Sterling Bank
Industry Banking
Experience
Park Sterling Bank  November 2011 - Present
CapitalBank  May 2007 - November 2011
The South Financial Group  2003 - 2007
Wachovia, A Wells Fargo Company   March 1983 - August 2003

Skills
Banking, Commercial Banking, Treasury Management, Treasury Services, Deposits

Education
University of South Carolina - Darla Moore School of Business   1984 — 1992
BADM, Business Administration

Charles Criswell Charles Criswell San Antonio, Texas Area Details
Charles Criswell's Wachovia, A Wells Fargo Company Experience October 2009 - August 2010
Job Senior Software Engineer at Great Southern Coins
Industry Information Technology and Services
Experience
Great Southern Coins   January 2012 - Present
Applied Engineering Management  2006 - Present
Wachovia, A Wells Fargo Company   October 2009 - August 2010
Kinetic Concepts, Inc.   September 2005 - November 2005
Software Professional Inc.   March 2004 - September 2005
C&R InterPrises   September 2002 - March 2004
Peerwisdom   October 2000 - October 2002
Onyx Acceptance Corporation  May 2000 - October 2000
The Cerplex Group   February 1999 - May 2000
GRIP, Inc.   February 1993 - February 1999

Skills
Microsoft SQL Server, VB.NET, ASP.NET, Visual Studio, Web Services, IIS, T-SQL, .NET, Programming, SOAP, C#, C# 4.0, OOP, jQuery, AJAX, JSON, XML, JavaScript, SQL, Entity Framework, WCF Services, HTML, SSIS, CSS, OData, REST, SSRS, Backbone.js, ASP, PL/SQL, MySQL, Oracle, Web Applications

Education
Almeda University   1995 — 2003
Bachelors, Computer Science

University of Phoenix   1997 — 1998
Computer Science

Benjamin Covar Benjamin Covar Columbia, South Carolina Area Details
Benjamin Covar's Wachovia, A Wells Fargo Company Experience 2005 - 2008
Job 2012 IMBA Candidate at The Moore School of Business
Industry Investment Management
Experience
The Moore School of Business  June 2010 - Present
Morgan Stanley Smith Barney  2008 - 2010
Wachovia, A Wells Fargo Company   2005 - 2008

Education
University of South Carolina - Darla Moore School of Business   2010 — 2012
IMBA

Fundação Getúlio Vargas   2011 — 2011
International Business, Portuguese

University of South Carolina - Darla Moore School of Business   2000 — 2004
BS, Finance

Terrance Hamilton Terrance Hamilton San Francisco Bay Area Details
Terrance Hamilton's Wachovia, A Wells Fargo Company Experience 2008 - 2009
Job Mortgage Consultant at New Penn Financial, LLC
Industry Banking
Experience
New Penn Financial, LLC  January 2014 - Present
JPMorgan Chase  June 2011 - September 2013
Mason McDuffie  September 2010 - March 2011
Wachovia, A Wells Fargo Company   2008 - 2009
E-LOAN  2004 - 2008
Resource Area for Teachers   2002 - 2004
Clarent Corporation  2000 - 2002
Madge Networks  1991 - 2000

Skills
Mortgage Lending, FHA, Loans, Refinance, Residential Mortgages, CRM, FHA financing, Leadership, Management, Cross-functional Team..., Process Improvement, Underwriting, Networking, Negotiation, Customer Satisfaction, Short Sales

Education
University of Phoenix   2005 — 2010
BS, Business and Management

Kinshuk Agarwal, CSTE Kinshuk Agarwal, CSTE Charlotte, North Carolina Area Details
Kinshuk Agarwal, CSTE's Wachovia, A Wells Fargo Company Experience November 2008 - May 2009
Job Vice President Legal Technology Operations Regulatory Investigations at Bank of America
Industry Banking
Experience
Bank of America  January 2013 - Present
Wells Fargo  October 2011 - December 2012
Bank of America  November 2010 - September 2011
Bank of America  June 2009 - November 2010
Wachovia, A Wells Fargo Company   November 2008 - May 2009
Wachovia Securities  2007 - 2008
Wachovia Investment Banking (CIB)   2006 - 2007
Dassault Systemes America Corp   2000 - 2006
Pentasoft technologies (previously Pentafour)   1999 - 2000
Sungrace Engineering Ltd.   1998 - 1999

Skills
Business Process, Business Analysis, SDLC, Project Management, Software Project..., Management, ITIL, Requirements Analysis, Business Intelligence, Risk Management, Vendor Management, Process Improvement, Business Process..., IT Strategy, Business Development, Portfolio Management, PMP, Cross-functional Team..., Quality Assurance, Project Portfolio..., Data Analysis, Strategy, Strategic Communications, Business Strategy, Integration, Analysis, Change Management, Banking, Mergers & Acquisitions, Consulting, E-commerce

Education
Harvard University   2012 — 2012
Executive Program, Human Resources Management

University of Pune   1993 — 1997
Bachelors ( B.E.), Mechanical Engineering

Paul French, CFA Paul French, CFA Greater Philadelphia Area Details
Paul French, CFA's Wachovia, A Wells Fargo Company Experience March 2002 - October 2009
Job Institutional Client Relations Director Balance Sheet Assets at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management  October 2013 - Present
Wells Fargo Private Bank  April 2012 - October 2013
Diversified Investment Advisors  October 2010 - April 2012
Wachovia, A Wells Fargo Company   March 2002 - October 2009
Wachovia, A Wells Fargo Company   June 2000 - March 2002
Wachovia, A Wells Fargo Company   July 1999 - June 2000

Skills
Conference Speaking, Economics, Institutional Clients, Portfolio Strategy, Retirement Services, Retirement Plan..., Customer Presentations, Investments, Investment Strategies, Highly Analytical, Writing Skills, ALM, Portfolio Management, Fixed Income, Retirement

Education
University of Pittsburgh   1992 — 1997
B.S., Business/Chemistry

Connor Baker Connor Baker Colorado Springs, Colorado Area Details
Connor Baker's Wachovia, A Wells Fargo Company Experience January 1998 - September 1999
Job Healthcare Cost Analyst
Industry Information Services
Experience
Kaiser Permanente  May 2012 - Present
Crystal Peak Ranch   October 2001 - Present
Mensa Society   February 2008 - August 2013
Coalition for the Upper South Platte  February 2008 - July 2013
Baker, Jake & Powell   October 2005 - April 2012
Volunteers for Outdoor Colorado  June 2006 - October 2010
The Nature Conservancy  January 2004 - February 2006
Fair Isaac Corporation  September 1999 - February 2004
Wachovia, A Wells Fargo Company   January 1998 - September 1999
Bank of America  September 1996 - January 1998

Skills
SAS, Credit Risk, Analysis, Financial Risk, Banking, Credit, Statistics, Requirements Analysis, Portfolio Management, Project Management, Budgets, Management, Loans, Data Modeling, Analytics, SAS programming, SQL, Financial Analysis, Predictive Analytics, Predictive Modeling, Segmentation, Financial Services, Business Process..., Data Analysis, Auditing, Finance, Credit Cards, Forecasting, Direct Marketing, Statistical Modeling, Leadership, Investments, Access, Big Data, Business Analytics, Integration, Databases, Business Analysis, Data Mining, Policy, Executive Management, Process Improvement, Payments, Business Intelligence, Training, Credit Scoring, Risk Management, Marketing Analytics, Strategy, Quantitative Analytics

Education
SAS Institute   1996 — 2014
SAS Certified Professional - Basic & Advanced v6, v8, v9, SAS BASE & STAT

Colorado Fire Camp   2010 — 2011
National Certification: WFFT-1, Sawyer Class A, Wildland Fire Behavior

University of South Carolina-Columbia   1982 — 1986
B.S., Economics

Hammond Academy

Milind Salve Milind Salve San Francisco Bay Area Details
Milind Salve's Wachovia, A Wells Fargo Company Experience December 2009 - Present
Job QA Lead at Synechron
Industry Information Technology and Services
Experience
Wachovia, A Wells Fargo Company   December 2009 - Present
Synechron  April 2007 - Present
Sungard Offshore Services  April 2005 - April 2007
Cybage  August 2003 - April 2005

Skills
Test Automation, QTP, Manual Testing, Testing, Quality Assurance, Requirements Gathering, Automation, Business Analysis, Test Automation..., FX Options, Quality Center, Test Management, Scrum, Regression Testing, Test Planning

Education
University of Pune   1999 — 2001
MCM, Computers

Maritza Boland Maritza Boland Miami/Fort Lauderdale Area Details
Maritza Boland's Wachovia, A Wells Fargo Company Experience August 2009 - September 2012
Job Bank Teller
Industry Banking
Experience
BANK UNITED  April 2013 - Present
Coach Inc  September 2011 - November 2013
Wachovia, A Wells Fargo Company   August 2009 - September 2012
Washington Mutual Bank  August 2004 - June 2009

Skills
Banking, Loans, Lines Of Credit, Home Equity Lines of..., Credit, Deposits, Operations Management, Credit Cards, Customer Satisfaction, Mortgage Lending, Relationship Management

Education
University of Phoenix   2009 — 2011
Bachelor's degree, Business Management and Accounting

La Guardia Community College/CUNY   2001 — 2004
Associate of Arts (AA), Accounting and Applied Science

Bryan Amick Bryan Amick Charlotte, North Carolina Area Details
Bryan Amick's Wachovia, A Wells Fargo Company Experience November 2009 - October 2010
Job Director, Product Management at Capital One
Industry Financial Services
Experience
Capital One  September 2012 - Present
Capital One  September 2010 - September 2012
Wachovia, A Wells Fargo Company   November 2009 - October 2010
Wachovia, A Wells Fargo Company   June 2005 - December 2009
Wachovia, A Wells Fargo Company   December 2001 - 2005
Wachovia, A Wells Fargo Company   November 1999 - December 2001
Wachovia, A Wells Fargo Company   July 1998 - November 1999
Wachovia, A Wells Fargo Company   February 1994 - July 1998

Skills
Leadership, Team Leadership, Analysis, Mergers, Call Center

Education
Winthrop University   1992 — 1993
MBA, Business Administration

University of South Carolina - Darla Moore School of Business   1988 — 1992
BS, Finance and Management

Connie Phillips Connie Phillips Charlotte, North Carolina Area Details
Connie Phillips's Wachovia, A Wells Fargo Company Experience June 2008 - September 2010
Job Learning & Development Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo  February 2014 - August 2015
Bank of America  July 2011 - February 2013
Bank of America  November 2010 - October 2011
Wachovia, A Wells Fargo Company   June 2008 - September 2010
Organizational Momentum International   October 2007 - December 2007
LendingTree, LLC  June 2003 - October 2007
Wachovia Mortgage  March 2001 - June 2003
First Union Home Equity Bank (FUHEB)   November 1995 - March 2001

Skills
Mortgage Lending, Banking, Investments, Leadership, Mergers & Acquisitions, Strategy, CRM, Coaching, Finance, Portfolio Management, Management, Training, Customer Service, Human Resources, Risk Management, Project Planning, Business Analysis, Loans, Mortgage Banking

Education
University of South Carolina-Columbia   1980 — 1981

Scarlet Thanh Lo Scarlet Thanh Lo San Mateo, California Details
Scarlet Thanh Lo's Wachovia, A Wells Fargo Company Experience 2007 - 2009
Job Vice President Union Bank
Industry Banking
Experience
Union Bank  June 2015 - Present
Union Bank  June 2014 - Present
HSBC  September 2010 - June 2014
Wachovia, A Wells Fargo Company   2007 - 2009
Wells Fargo Bank  2003 - 2007

Skills
Loans, Mortgage Lending, Wealth Management, Commercial Finance, Retail, Commercial Lending, Commercial Banking, Small Business Lending, Credit Analysis, SBA, Lines Of Credit, Credit, Underwriting, Banking, Credit Risk, Cash Management, Treasury Management, Portfolio Management, Relationship Management, Loan Origination, Retail Banking, Merchant Services, Commercial Mortgages, Cross Selling, Private Banking, Finance, Financial Structuring, Refinance

Education
University of San Francisco   2015 — 2018
Admitted Spring 2015, Psychology

Daniel Kleinschuster Daniel Kleinschuster Richmond, Virginia Area Details
Daniel Kleinschuster's Wachovia, A Wells Fargo Company Experience March 2000 - January 2007
Job Senior Vice President, Wealth Advisor
Industry Financial Services
Experience
UBS  January 2007 - Present
Wachovia, A Wells Fargo Company   March 2000 - January 2007

Skills
Retirement Planning, Wealth, Series 7, Wealth Management, Asset Allocation, Alternative Investments, Investment Advisory

Education
University of Richmond   1992 — 1996
BS

Andreas Addison Andreas Addison Richmond, Virginia Details
Andreas Addison's Wachovia, A Wells Fargo Company Experience November 2005 - December 2006
Job Civic Innovator at the City of Richmond
Industry Government Administration
Experience
City of Richmond  July 2011 - Present
City of Richmond  March 2008 - Present
Circuit City  August 2007 - March 2008
Wachovia, A Wells Fargo Company   November 2005 - December 2006

Skills
Government, Policy Analysis, Public Speaking, Analysis, Strategic Planning, Research, Policy, Economic Development, Leadership, Social Media, Non-profits, Financial Analysis, Nonprofits, Project Planning, Customer Service, Data Analysis, Process Improvement, Training, Management, Public Relations, Business Strategy, Program Management

Education
University of Richmond - Robins School of Business   2009 — 2012
MBA, Business Administration and Management, General

WU (Vienna University of Economics and Business)   2010 — 2010
MBA, Central and Eastern Europe

Virginia Polytechnic Institute and State University   2000 — 2004
BA, Political Science

Sky Broome Sky Broome Charlotte, North Carolina Area Details
Sky Broome's Wachovia, A Wells Fargo Company Experience 1988 - 1999
Job Authenticity Coach, CPC, ELIMP
Industry Individual & Family Services
Experience
True Authenticity Coaching, LLC   February 2015 - Present
BlueCielo ECM Solutions  January 2007 - December 2012
Shurgard Self-Storage  June 2004 - September 2006
Quantum Shift   November 2002 - June 2003
MCI/Worldcom, Inc   December 2000 - June 2002
Lowe's Companies, Inc   September 1999 - December 2000
Wachovia Bank  June 1998 - September 1999
Wachovia, A Wells Fargo Company   1988 - 1999
Wachovia Bank  December 1996 - June 1998
Wachovia Bank  December 1992 - December 1996

Skills
Coaching, Life Coaching, Personal Development, Relationship Coach, Self-confidence, Life/work Balance, Creativity Skills, Communication, Analysis, Training, Customer Service, Business Process, Business Analysis, Salesforce.com, Telecommunications, Marketing, Document Management, Databases, Sales, New Business Development, Budgets, Enterprise Software, Telecommunications..., Software Project..., Requirements Analysis, Team Management, Software Development, Therapeutic Listening, Needs Analysis

Education
iPEC   2014 — 2015
Certified Professional Coach, Energy Leadership Index - Master Practitioner

University of Phoenix   2013 — 2014
AA - PSY, Psychology, 3.98 GPA

High Point University   1984 — 1988

Charlotte Latin School

Charlotte Latin School

Kyle Auslander Kyle Auslander Orange County, California Area Details
Kyle Auslander's Wachovia, A Wells Fargo Company Experience May 2006 - April 2008
Job AVP, Client Service Manager at First Foundation Bank, Inc.
Industry Banking
Experience
First Foundation, Inc.   August 2012 - Present
Chase  October 2010 - August 2012
State Farm  August 2009 - October 2010
Comerica  November 2008 - August 2009
Wamu Investments  April 2008 - October 2008
Wachovia, A Wells Fargo Company   May 2006 - April 2008
World Savings  December 2003 - May 2006
Atlas Securities  December 2003 - March 2006

Skills
Accounting, Legal Advice, Mortgage Lending, Credit, Life Insurance, Retirement Planning, Securities, Series 63, Underwriting, Wealth Management, Series 7, Strategic Financial..., Fixed Annuities, Financial Advisory, Finance, Retirement, Portfolio Management, Financial Modeling, Estate Planning, Banking, Financial Planning, Financial Services, Leadership, Loans, Management

Education
University of Phoenix   2012 — 2014
Bachelor's degree, Finance, General

Santiago Community College   2000 — 2008
AA, Business

Josh Gartland Josh Gartland San Francisco Bay Area Details
Josh Gartland's Wachovia, A Wells Fargo Company Experience 2004 - 2006
Job Finance & Strategy at Square
Industry Internet
Experience
Square  August 2014 - Present
TrialPay  June 2013 - August 2014
TrialPay  January 2013 - June 2013
TrialPay  February 2012 - January 2013
Silver Lake  August 2007 - July 2009
Morgan Stanley  July 2006 - July 2007
Wachovia, A Wells Fargo Company   2004 - 2006

Skills
Financial Modeling, Due Diligence, Investments, Private Equity, LBO, Leveraged Finance, Debt, Investment Banking, Valuation, Financial Analysis, Equities, Corporate Finance, Stalking, Finance, Financial Structuring

Education
University of Pennsylvania - The Wharton School   2009 — 2011
Master of Business Administration, Major in MGMT

Vanderbilt University   2000 — 2004
BS, Engineering and Mathematics

Igneris Soto Igneris Soto West Palm Beach, Florida Area Details
Igneris Soto's Wachovia, A Wells Fargo Company Experience February 2011 - February 2012
Job Personal Banker 3 at SunTrust
Industry Banking
Experience
SunTrust  February 2015 - Present
Wells Fargo  April 2014 - February 2015
Citizens Bank  October 2012 - November 2013
Wachovia, A Wells Fargo Company   February 2011 - February 2012
Xbaal Old San Juan   June 2006 - August 2008

Skills
Microsoft Office, Marketing Strategy, Team Leadership, New Business Development, Retail Banking, Customer Satisfaction, Business Strategy, Financial Analysis, Banking, Customer Service, Process Improvement, Leadership, B2B, Auditing, Loans, Business Development, Pricing, Relationship Management, Sales, Credit

Education
University of Phoenix   2010 — 2015
Doctoral Organizational Leadership, Business Administration and Management, General

University of Phoenix   2008 — 2010
MBA, Business Administration

University of Puerto Rico-Bayamon   2001 — 2006
Bachelor's Degree, Business, Management, Marketing, and Related Support Services

Colegio De La Salle

Nakiya Young Nakiya Young Greater Los Angeles Area Details
Nakiya Young's Wachovia, A Wells Fargo Company Experience 2008 - 2009
Job Vice President, Branch Manager for Citibank
Industry Banking
Experience
Citibank  April 2009 - Present
Wachovia, A Wells Fargo Company   2008 - 2009
Citibank  January 2007 - February 2008
Bank of America  2000 - 2007

Skills
Team Building, Customer Relations, Banking, Consumer Lending, Credit, Branch Management, Cross Selling, Retail Banking, Treasury Services, Loans, Credit Cards, Commercial Banking, Servicing, Series 63, Series 6, Small Business Lending, Mortgage, Loan Origination, Mortgage Lending, Commercial Lending, Portfolio Management, AML, Compliance, Bank Secrecy Act, FINRA, Cash Management, Lines Of Credit, Customer Service, Treasury Management, Merchant Services, Mortgage Banking, ACH, Financial Services, Branch Banking

Education
University of Phoenix   2003 — 2005
BS, Business

Natalia Dominguez Buckley Natalia Dominguez Buckley Philadelphia, Pennsylvania Details
Natalia Dominguez Buckley's Wachovia, A Wells Fargo Company Experience June 2006 - December 2008
Job Regional Director of International Business Development at PA Department of Community and Economic Development
Industry Capital Markets
Experience
Pennsylvania Department of Community & Economic Development  May 2013 - Present
Philadelphia Industrial Development Corporation (PIDC)   July 2011 - May 2013
The Office of Vice President for Finance and Treasurer-Upenn   January 2009 - July 2011
Wachovia, A Wells Fargo Company   June 2006 - December 2008

Skills
Notary Public, Economics, Budgets, Grants, Finance, Policy Analysis, Economic Development, Financial Analysis, Non-profits, Financial Modeling, Strategic Planning, Research, Public Policy, Due Diligence, Corporate Finance, Project Management, Analysis, Nonprofits, Fundraising, Data Analysis, Investments, Grant Writing, Management, Government, Policy, Auditing, Community Development, Management Consulting, Managerial Finance, Program Management, Strategy

Education
University of Pennsylvania   2007 — 2009
MGA, Public Finance

University of Pennsylvania   2002 — 2005
International Relations, Major

Devin Warnsley Devin Warnsley Mobile, Alabama Area Details
Devin Warnsley's Wachovia, A Wells Fargo Company Experience January 2007 - August 2009
Job Social Security Administration
Industry Government Administration
Experience
State of Alabama  2009 - Present
Detour Fitness Studios   May 2009 - January 2013
Wachovia, A Wells Fargo Company   January 2007 - August 2009

Skills
Consumer Lending, Small Business Lending, Loans, Lines Of Credit, Mortgage Lending, Credit, Commercial Lending, Banking, Loan Origination, Credit Analysis, Commercial Banking, Mortgage Banking, Retail Banking, Home Equity, Cross Selling, Refinance, Home Equity Lines of..., Series 63, Series 6, Home Equity Loans, Policy, Mortgage Servicing, Cash Management, Resume Writing, Career Development, Social Security, Disabilities, Leadership, Fitness Training, Personal Training, Personal Development

Education
University of South Alabama
Bachelor of Science (BS), Ecommerce

Walden University
Master of Business Administration (MBA)

Paul Burkhart Paul Burkhart Charlotte, North Carolina Area Details
Paul Burkhart's Wachovia, A Wells Fargo Company Experience 2004 - 2009
Job Senior Software Engineer
Industry Computer Software
Experience
Diligent Board Member Services  July 2014 - Present
Wells Fargo  December 2012 - July 2014
Bank of America  November 2011 - October 2012
Bank of America  October 2009 - May 2011
Wachovia  April 2004 - October 2009
Wachovia, A Wells Fargo Company   2004 - 2009
Software Architects  2000 - 2004
MEMC Electronic Materials  May 1997 - May 2000
Newport News Shipbuilding, A Division of Huntington Ingalls Industries  May 1988 - May 1997

Skills
C#, ASP.NET, ASP, SQL Server, Oracle, Oracle SQL, MDX, JavaScript, Object Oriented Design, PL/SQL, Microsoft SQL Server, .NET, SQL, Databases, Visual Studio, XML, Database Design, AJAX, SSIS, CSS, OOP, Web Applications, MVC, Entity Framework, T-SQL, IIS, Web Services, Software Development, Stored Procedures, Web Development, LINQ, WCF, TFS, HTML

Education
William & Mary   1993 — 1996
MBA, Business

University of Pittsburgh   1984 — 1988
BSEE, Electrical Engineering

gail mccree gail mccree San Francisco Bay Area Details
gail mccree's Wachovia, A Wells Fargo Company Experience November 2005 - September 2011
Job Client Services Consultant at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo  September 2011 - Present
Wachovia, A Wells Fargo Company   November 2005 - September 2011
Wells Fargo Bank  2003 - November 2005

Skills
Analysis, Supervisory Experience, Customer Service..., Banking, Call Centers, fraud and risk..., Customer Satisfaction, Management

Education
University of Phoenix   2012 — 2015

Mt. Diablo High School
Diploma

Natasha Sidwell Natasha Sidwell Asheville, North Carolina Details
Natasha Sidwell's Wachovia, A Wells Fargo Company Experience December 2005 - October 2008
Job Administrative
Industry Utilities
Experience
Progress Energy  October 2008 - December 2012
Wachovia, A Wells Fargo Company   December 2005 - October 2008
Wachovia, A Wells Fargo Company   July 2002 - December 2005

Skills
Corporate Communications, Advertising, Marketing Communications, Project Management, Internal Communications, Marketing, Customer Service, Sales, Budgets, Credit, Banking, Event Planning, PowerPoint, SharePoint, Microsoft Word, Mergers, Relationship Management, Event Management, Financial Analysis, Process Improvement, Communication Training, Microsoft Office, Mergers & Acquisitions, Team Building, Media Relations, Leadership, Strategic Communications

Education
University of Phoenix-Raleigh Campus

Wake Technical Community College

Julynne Wilkins Julynne Wilkins Columbus, Ohio Area Details
Julynne Wilkins's Wachovia, A Wells Fargo Company Experience October 1989 - January 2000
Job Human Resources Assistant at Medco Health Solutions
Industry Pharmaceuticals
Experience
Express Scripts  November 2001 - October 2012
Victorias Secret Stores  January 2000 - November 2001
Wachovia, A Wells Fargo Company   October 1989 - January 2000

Skills
Microsoft Office, PeopleSoft, Organizational..., Coordinating Events, I-9 Compliance, I-9 audits, Employee Relations, Employee Handbooks, Employee Benefits, New Hire Orientations, New Hire Processes, Interviews, Exit Interviews, Office Administration, Recruiting

Education
University of Phoenix   2012 — 2012
Estimated completion 6/2013, Health/Health Care Administration/Management

University of Phoenix   2008 — 2010
Associate of Arts (A.A.), Business Administration and Management, General

Daniel Angerhofer Daniel Angerhofer Greater Minneapolis-St. Paul Area Details
Daniel Angerhofer's Wachovia, A Wells Fargo Company Experience January 2009 - May 2010
Job Senior Loan Officer & Notary Public
Industry Banking
Experience
CU Companies  January 2012 - Present
Cambria Mortgage  2011 - 2012
Wachovia, A Wells Fargo Company   January 2009 - May 2010
Ryland Mortgage/ Ryland Homes   June 2003 - July 2008
CONSECO FINANCE  August 1996 - November 2002

Skills
Mortgage, Loans, Purchase, VA, FHA, Mortgage Lending, Conventional, Refinance, Banking, First Time Buyers, USDA, First Time Home Buyers, Residential, Real Estate, Credit, Investment Properties, Home, Short Sales, REO, Investments, Construction, Sellers, Purchasing, Investors, Customer Service, Negotiation, Mortgage Industry, Mortgage Banking, Loan Origination, Rates, Foreclosures, Underwriting

Education
ITT Tech

Inver Hills Community College, Finance

United States Marine Corp. Reserves

University of Phoenix
2006, Finance

Josh Penner Josh Penner Greater New York City Area Details
Josh Penner's Wachovia, A Wells Fargo Company Experience December 2002 - August 2006
Job Equity Derivatives Sales Societe Generale
Industry Investment Banking
Experience
Societe Generale  March 2011 - Present
UBS  October 2007 - December 2008
Wachovia, A Wells Fargo Company   December 2002 - August 2006
Citi Group  June 1993 - December 2002

Education
University of Pennsylvania   1989 — 1993
BS, Finance/Marketing

Allison Wolf Allison Wolf Roanoke, Virginia Area Details
Allison Wolf's Wachovia, A Wells Fargo Company Experience June 1998 - July 2009
Job VP of Retail Development
Industry Banking
Experience
Freedom First Credit Union  March 2010 - Present
Wachovia, A Wells Fargo Company   June 1998 - July 2009

Education
University of Phoenix   2007 — 2009
BSM, Management

Jermaine Smith, CAMS Jermaine Smith, CAMS Charlotte, North Carolina Area Details
Jermaine Smith, CAMS's Wachovia, A Wells Fargo Company Experience September 2007 - February 2010
Job Consulting Supervisor at McGladrey
Industry Banking
Experience
McGladrey  AML/BSA Consulting SupervisorMcGladrey2015 - Present
Protiviti  April 2014 - January 2015
Bank of America  March 2010 - April 2014
Wachovia, A Wells Fargo Company   September 2007 - February 2010

Skills
Quility Assurance, AML Expertise, Internal Audit, Job Coaching, Cross-functional Team..., Bank Secrecy Act, AML, Financial Risk, Training, Fraud, Quality Assurance, Analysis, Auditing, Financial Services, Anti Money Laundering, Microsoft Office, Banking, Customer Service, Risk Management

Education
University of Phoenix
Master's degree, Criminal Justice/Homeland Security

University of Phoenix   2010 — 2012
Bachelor of Arts (B.A.), Communications Marketing and Sales

Jason Hultgren Jason Hultgren Atlanta, Georgia Details
Jason Hultgren's Wachovia, A Wells Fargo Company Experience September 1998 - September 2010
Job SVPRegional Mortgage Sales Manager NMLS ID#437921
Industry Banking
Experience
AmeriSave Mortgage Corporation  November 2014 - Present
CertusBank, N.A.   February 2014 - November 2014
Fifth Third Bank  September 2010 - February 2014
Wells Fargo Bank, N.A, Wachovia, First Union   September 1998 - September 2010
Wachovia, A Wells Fargo Company   September 1998 - September 2010
Wachovia, A Wells Fargo Company   September 1998 - September 2010
Wells Fargo  September 1998 - September 2010
Wells Fargo  1998 - 2010
Equitable Mortgage  1997 - 1998
Wells Fargo/ Norwest   1996 - 1997

Skills
Mortgage Lending, Mortgage Banking, Loans, FHA, Risk Management, Cross Selling, Business Development, Credit Risk, Strategic Planning, Leadership, Sales Management, Residential Mortgages, Mergers & Acquisitions, CRM, Credit Analysis, New Business Development, Refinance, Small Business Lending, Private Banking, Competitive Analysis, Mergers, Coaching, Banking Relationships, Sales Process, Mortgage Compliance, Business Relationship..., Customer Experience, Strategic Partnerships, Sales Operations, Cross-functional Team..., Consultative Sales..., Emotional Intelligence, Community Leadership, Regulatory Requirements, Change Management, Sales Presentations, Talent Optimization, Community Engagement, Sales Pipeline..., Collaborative Leadership, Talent Management, Construction Loans, P&L Financial Management, Real Estate Financing, Dodd-Frank, Recruiting, Loan Origination, Credit, Fin Tech, Financial Technology

Education
University of South Carolina-Columbia   1991 — 1995
BA, Government and International Studies

Valley Forge Military Academy & College   1989 — 1991
High School Diploma- State of PA, College/University Preparatory and High School

Lawrence Township Public Schools, Lawrenceville, NJ (Mercer County)   1978 — 1989
Attended, College Prep

Bob Schooler Bob Schooler Columbia, South Carolina Area Details
Bob Schooler's Wachovia, A Wells Fargo Company Experience January 2005 - October 2008
Job VP at Wells Fargo
Industry Information Services
Experience
Wells Fargo  2009 - Present
Wells Fargo  October 2008 - Present
Wachovia, A Wells Fargo Company   January 2005 - October 2008

Skills
Banking, Risk Management, Vendor Management, Relationship Management, Financial Services, Business Analysis, Business Process..., Contract Negotiation, Cross-functional Team...

Education
University of South Carolina-Columbia

Shelton Shirley Shelton Shirley Charlotte, North Carolina Area Details
Shelton Shirley's Wachovia, A Wells Fargo Company Experience April 2008 - September 2009
Job Quality Assurance Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo  September 2011 - Present
Zenta  September 2009 - March 2011
Wachovia, A Wells Fargo Company   April 2008 - September 2009
Wachovia, A Wells Fargo Company   May 2005 - April 2008

Skills
Mortgage Lending, Sales, Loans, Credit, Mortgage Banking, Human Resources, Credit Analysis, Underwriting, Credit Risk, Loan Origination, Residential Mortgages, Refinance, Retail Banking, Banking, Mortgage Underwriting, Financial Analysis, Risk Management, Finance, Financial Risk, Portfolio Management, Relationship Management

Education
University of Phoenix   2005 — 2009

University of Maryland   1991 — 1991

Sanjay Bhagat Sanjay Bhagat Greater St. Louis Area Details
Sanjay Bhagat's Wachovia, A Wells Fargo Company Experience June 2007 - October 2009
Job Senior Systems Engineer at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank  October 2009 - Present
Wachovia, A Wells Fargo Company   June 2007 - October 2009
A.G Edwards & Sons   October 2003 - October 2009
Mastercard Int.   January 2002 - October 2003
Enron Corporation  November 1999 - January 2002
Citibank N.A.   November 1997 - November 1999
HCL Hewlett Packard  March 1991 - November 1997

Education
University of Pune   1986 — 1990
Bachelor Of Engineering

Justin Perri Justin Perri Greensboro/Winston-Salem, North Carolina Area Details
Justin Perri's Wachovia, A Wells Fargo Company Experience December 2010 - June 2014
Job Personal Banker at SunTrust Bank
Industry Banking
Experience
SunTrust Bank  June 2014 - Present
Wachovia, A Wells Fargo Company   December 2010 - June 2014
Bank of America  November 2010 - December 2010
Bank of America  July 2009 - November 2010
CitiCards  February 2006 - April 2009
AT&T/Cingular Wireless   April 2003 - December 2006
AT&T Wireless  1999 - 2005
AT&T Wireless  2000 - 2003

Skills
Call Center, Process Improvement, Customer Service, Operations Management, Banking, Credit, Training, Cross-functional Team..., Leadership, Team Building, Business Analysis, Forecasting, Six Sigma, Change Management, Risk Management, Call Centers, Budgets, Microsoft Office, Microsoft Word, Customer Satisfaction, Process Scheduler, PowerPoint, Outlook, Microsoft Excel, Sales, Customer Experience, Analysis, Management, Performance Management

Education
University of Phoenix   2011 — 2014
Master of Business Administration (MBA), Information Technology Project Management, 3.26

University of Phoenix   2009 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General, 2.67

University of Phoenix   2007 — 2008
Associate of Arts, Business Management, 2.29

Christy Miller Long Christy Miller Long Charlotte, North Carolina Area Details
Christy Miller Long's Wachovia, A Wells Fargo Company Experience January 2007 - March 2008
Job Senior Vice President, Strategic Planning Manager in Enterprise Global Services Vendor Management at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank  March 2005 - Present
Wachovia Bank  March 2008 - 2009
Wachovia, A Wells Fargo Company   January 2007 - March 2008
Wachovia Bank  February 2001 - August 2005
Wachovia Bank  August 1998 - February 2001
Wachovia Bank  February 1996 - August 1998
Wachovia Bank  October 1994 - February 1996
Wachovia Bank  March 1994 - October 1994

Skills
Program Management, Vendor Management, Outsourcing, Enterprise Software, Process Improvement, Management, Strategy, Risk Management, Banking, Relationship Management, Mergers & Acquisitions, Team Building, Project Management, Change Management, PMO, E-commerce, Business Process..., Offshoring, Business Analysis

Education
University of South Carolina-Columbia

Greg Stuckey Greg Stuckey Charlotte, North Carolina Area Details
Greg Stuckey's Wachovia, A Wells Fargo Company Experience August 2009 - April 2010
Job Six Sigma Practitioner ▪ Process Improvement ▪ Project Manager ▪ Data Analyst ▪ NPS
Industry Financial Services
Experience
Springleaf Financial Services  February 2015 - July 2015
Lean Sigma Professionals  March 2014 - February 2015
TeleTech  August 2011 - March 2014
Wells Fargo  April 2010 - August 2011
Wachovia, A Wells Fargo Company   August 2009 - April 2010
Wachovia Bank  October 2007 - June 2009
Wachovia Bank  May 2006 - October 2007
Wachovia Bank  May 2004 - August 2005

Skills
Process Improvement, Business Process..., Six Sigma, Leadership, Data Analysis, Analysis, Risk Management, Customer Service, Finance, Change Management, SDLC, Management, Statistics, Project Management, Operations Management, Trend Analysis, Customer Satisfaction, Quality Assurance, Customer Experience, CRM, Leadership Development, Vendor Management, Call Centers, Cross-functional Team..., Problem Solving, Credit, Business Intelligence, Business Analysis, Coaching, Business Process..., SAS, Survey Development, Banking, Outsourcing, Enterprise Architecture, Operational Excellence, Visio, Microsoft Excel, Financial Services, Business Process Mapping, Microsoft Office, Metrics, Team Management, DMAIC, Productivity, Charlotte, Training, Kaizen, Lean

Education
Satmetrix
Net Promoter Certified Associate

Motorola University
Six Sigma Black Belt

University of South Carolina   2002 — 2006
B.S, Business Administration; Management/Finance; Tourism Management

University of South Carolina - Darla Moore School of Business   2002 — 2006
B.S., Finance, Management

University of South Carolina-Columbia   2002 — 2006
B.S. Business Administration, Finance, Management of Human Resources

Jonathan Lahn Jonathan Lahn Charlotte, North Carolina Area Details
Jonathan Lahn's Wachovia, A Wells Fargo Company Experience April 1996 - December 2004
Job Manager of Tax Credit Syndications at SunTrust Bank
Industry Real Estate
Experience
SunTrust Bank  July 2014 - Present
Insite Atlantic LLC   January 2009 - July 2014
WNC & Associates  December 2012 - January 2014
Alliant Capital LLC  March 2011 - December 2012
Kingston Capital Group   July 2008 - July 2009
The Richman Group Affordable Housing Corporation   2005 - 2008
Wachovia, A Wells Fargo Company   April 1996 - December 2004
The Reznick Group  1993 - 1996

Skills
Asset Management, Real Estate Economics, LIHTC, Property, Property Management, Affordable Housing, Asset Managment, Real Estate, Financial Analysis, Apartments, Disposition, Financial Modeling, Real Estate Financing, Underwriting, Real Estate Development, Due Diligence, Real Estate Transactions, Investments, Tax Credits, Leases, Syndications

Education
University of Rhode Island - College of Business Administration   1987 — 1991
Bachelor of Science (BS), Accounting

Edgar Gadzekpo Edgar Gadzekpo San Diego, California Details
Edgar Gadzekpo's Wachovia, A Wells Fargo Company Experience May 2008 - June 2009
Job Senior SBA Credit Officer at US Bank
Industry Financial Services
Experience
US Bank SBA Lending Division   August 2011 - Present
ESG Investments & Capital Consulting   January 2002 - Present
Wells Fargo SBA Lending  June 2009 - July 2011
Wachovia, A Wells Fargo Company   May 2008 - June 2009
Cohen Commercial Equity   April 2007 - May 2008
Fremont Investment & Loan  January 2004 - March 2007
Washington Mutual  January 2002 - January 2004
Paxxis, Inc   June 1997 - December 2002

Skills
Loans, Commercial Mortgages, Small Business Lending, Investments, Loan Origination, Credit Analysis, Mortgage Underwriting, Risk Management, SBA, Commercial Lending, Credit, Real Estate Economics

Education
University of Phoenix
Master of Business Administration (MBA), Accounting and Finance

Carla Shepherd Carla Shepherd Roanoke, Virginia Area Details
Carla Shepherd's Wachovia, A Wells Fargo Company Experience 2007 - 2010
Job Business Systems Consultant, MBA at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank  January 2010 - Present
Wachovia, a Wells Fargo Company   2007 - 2010
Wachovia, a Wells Fargo Company   1996 - 2007
First Union National Bank  1994 - 1996
First Union National Bank  1993 - 1994
Henry County Plywood   1992 - 1993
Sara Lee Branded Apparel  1992 - 1992

Skills
Requirements Gathering, SDLC, Visio, Business Analysis, Banking, Vendor Management, Business Process..., Credit, Process Improvement, Requirements Analysis, MS Project, Lotus Notes, Analysis, Mergers, Customer Relations, Excel, Business Management, Strategic Planning, Testing, Word, PowerPoint, Business Requirements, User Acceptance Testing, Data Analysis, Business Process Design, Management Consulting, Management, Loans, Integration, Cross-functional Team..., Leadership, Risk Management, Project Management, Software Documentation, Financial Risk, Credit Cards, Credit Risk, Financial Services, Mergers & Acquisitions, PMO, Customer Service, Relationship Management, SharePoint, Business Process, Mortgage Lending, Consumer Lending, Loan Servicing, Microsoft Excel, Microsoft Word

Education
University of Phoenix   2005 — 2008
MBA

University of Virginia   1988 — 1992
Bachelor of Arts (B.A.), Rhetoric and Communication Studies

Brian Quincannon Brian Quincannon Charlotte, North Carolina Area Details
Brian Quincannon's Wachovia, A Wells Fargo Company Experience December 1999 - Present
Job Vice President at Wachovia
Industry Banking
Experience
Wachovia, A Wells Fargo Company   December 1999 - Present

Education
University of South Carolina - Darla Moore School of Business   1989 — 1993
BS

Jay Givins, PMP Jay Givins, PMP Greater Atlanta Area Details
Jay Givins, PMP's Wachovia, A Wells Fargo Company Experience January 1995 - June 1999
Job Senior Systems Manager at Fidelity National Information Services
Industry Information Technology and Services
Experience
Fidelity National Information Services  August 2010 - April 2014
Ceridian  November 2001 - August 2010
Digital Insight  June 1999 - November 2001
Wachovia, A Wells Fargo Company   January 1995 - June 1999

Skills
Vendor Management, Team Management, SDLC, IT Management, PMP, Payroll, Business Analysis, Team Building, HRIS, Strategy, Business Process..., Software Project..., Program Management, Leadership, Business Intelligence, Integration, Management, Process Improvement, Project Management, Requirements Analysis, Disaster Recovery, ITIL

Education
University of South Carolina - The Moore School of Business   1990 — 1994
Bachelor of Business Administration (B.B.A.), Marketing and Human Resource Management

Richland Northeast High School

Vijay Batham Vijay Batham Charlotte, North Carolina Area Details
Vijay Batham's Wachovia, A Wells Fargo Company Experience April 2010 - March 2013
Job Technical Lead/Architect/Sr. Developer at Bank of America
Industry Information Technology and Services
Experience
Bank of America  May 2013 - Present
Wachovia, A Wells Fargo Company   April 2010 - March 2013
Bank of America  April 2009 - March 2010
Wachovia  April 2008 - December 2008
Synechron  December 2004 - February 2008
BB&T Capital Markets  2007 - 2008
Kron Networks Corporation   1999 - 2004
Unique Computing   October 1998 - May 1999
CyberMedia  December 1996 - May 1998
Pioneer Micro Systems   July 1995 - December 1996

Skills
WCF, Web Services, SOA, Agile Methodologies, SDLC, ASP.NET, C#, Oracle, PL/SQL, ASP.NET MVC, jQuery, Software Project..., Databases, .NET, Architecture, XML, Testing

Education
University of Pune   1994 — 1995
Master in Computer Science, Computer Science

University of Pune   1991 — 1993
Bachelor in Computer Science, Computer Science

Marcia Bryant Marcia Bryant Charlotte, North Carolina Area Details
Marcia Bryant's Wachovia, A Wells Fargo Company Experience 2008 - 2009
Job Client Manager at Aon Hewitt
Industry Human Resources
Experience
Aon Hewitt  April 2010 - Present
Wells Fargo  August 2008 - May 2011
Wachovia, A Wells Fargo Company   2008 - 2009
Hewitt Associates  March 2006 - August 2008
Wachovia Bank  October 1989 - March 2006
PRUDENTIAL SECURITIES INC.  1996 - 2003
Prudential Financial  1989 - 2003

Skills
PeopleSoft, Training, Human Resources, Employee Benefits, Leadership, Payroll, Management, Customer Service, Onboarding, Performance Management, HR Policies

Education
University of Phoenix
Business Administration and Management, General

Michael Wilber Michael Wilber Montgomery, Alabama Area Details
Michael Wilber's Wachovia, A Wells Fargo Company Experience September 2003 - March 2005
Job Assistant Portfolio Manager
Industry Banking
Experience
ServisFirst Bank  May 2011 - Present
USDA  March 2010 - May 2011
RBC Bank  August 2009 - March 2010
RBC Bank  May 2007 - July 2009
Regions Bank  March 2005 - May 2007
Wachovia, A Wells Fargo Company   September 2003 - March 2005

Education
University of South Alabama   2000 — 2003
Bachelor of Science, Banking and Depository Institutions Management, Finance, Banking

Taylor Sandoval Taylor Sandoval San Francisco, California Details
Taylor Sandoval's Wachovia, A Wells Fargo Company Experience August 2007 - June 2008
Job Senior Vice President at ATEL Capital
Industry Financial Services
Experience
ATEL Capital   September 2012 - Present
First National Capital Corporation  January 2010 - September 2012
MassMutual Financial Group  June 2008 - March 2009
Wachovia, A Wells Fargo Company   August 2007 - June 2008

Education
University of San Diego   2004 — 2008

Kate Harbison Kate Harbison Fairhope, Alabama Details
Kate Harbison's Wachovia, A Wells Fargo Company Experience January 2007 - November 2007
Job Regional HR Manager at Hancock Bank
Industry Banking
Experience
Hancock Bank  April 2013 - Present
BBVA Compass  November 2007 - March 2013
Wachovia, A Wells Fargo Company   January 2007 - November 2007
Regions Bank  October 2005 - January 2007
MedAssist  April 2002 - December 2005

Skills
Recruiting

Education
University of South Alabama   1999 — 2001
BS, Business Administration / Marketing

Foley High School

Norman Lewis Norman Lewis Greater Philadelphia Area Details
Norman Lewis's Wachovia, A Wells Fargo Company Experience 1992 - 2001
Job Controller at SMG | Worldwide Entertainment & Convention Venue Management
Industry Financial Services
Experience
SMG Worldwide Entertainment & Convention Venue Management  March 2014 - Present
VWR  2011 - Present
SolomonEdwardsGroup  June 2006 - September 2010
CIGNA  2001 - 2005
Wachovia, A Wells Fargo Company   1992 - 2001

Skills
Financial Analysis, Forecasting, Analysis, Business Strategy, Strategic Planning, Finance, Variance Analysis, Management, Leadership, Account Reconciliation, Business Process..., Business Analysis, Process Improvement, Management Consulting, Financial Modeling, Budgets

Education
University of Pittsburgh
Accounting, Business

Doris Tan Doris Tan Charlotte, North Carolina Area Details
Doris Tan's Wachovia, A Wells Fargo Company Experience February 2010 - February 2011
Job Project Management and Coordination, Business Consulting, Business Analysis
Industry Financial Services
Experience
TIAA-CREF  June 2011 - Present
Carolinas Asian-American Chamber of Commerce   January 2005 - Present
Wachovia, A Wells Fargo Company   February 2010 - February 2011
Wachovia  June 2000 - December 2004
Transamerica / AEGON USA   May 1996 - June 2000

Skills
Business Analysis, Project Management, Software Documentation, Business Intelligence, Leadership, Management, Analysis, Testing, Business Requirements, Databases, Management Consulting, User Acceptance Testing, Project Planning, Training, Visio, Data Analysis, SDLC, Test Planning, Banking

Education
University of Santo Tomas
B.S., Zoology

Steve Norford Steve Norford Washington D.C. Metro Area Details
Steve Norford's Wachovia, A Wells Fargo Company Experience 2000 - 2003
Job Business Manager at CH2M HILL
Industry Civil Engineering
Experience
CH2M HILL  Business Manager / Project ManagerJacobs Engineering2004 - 2008
Wachovia, A Wells Fargo Company   2000 - 2003
Westinghouse Savannah River Company  1988 - 2000

Education
University of South Carolina - The Moore School of Business   1997 — 1999
Masters, MBA

Virgina Tech   1984 — 1988
BS, Mechanical Engineering

Alia Rafi Alia Rafi New York, New York Details
Alia Rafi's Wachovia, A Wells Fargo Company Experience 2008 - 2010
Job Private Funds Advisory Group at Lazard
Industry Investment Management
Experience
Lazard  2015 - Present
AlpInvest Partners  January 2012 - December 2014
Partners Group  2010 - 2012
Wachovia, A Wells Fargo Company   2008 - 2010
Credit Suisse  June 2007 - August 2007

Skills
Portfolio Management, Financial Modeling, Valuation, Private Equity, Due Diligence, Investments, Financial Analysis, Corporate Finance, Venture Capital, Alternative Investments, Investment Banking

Education
University of Pennsylvania   2004 — 2008
Bachelors of Science in Economics, Finance and Management

University of Pennsylvania - The Wharton School   2004 — 2008
Bachelor of Science in Economics, Finance and Management

Paul Lopansri Paul Lopansri Charlotte, North Carolina Area Details
Paul Lopansri's Wachovia, A Wells Fargo Company Experience 1997 - 2011
Job Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo  October 1997 - Present
Wachovia, A Wells Fargo Company   1997 - 2011
Global Tel*Link/Schlumberger   June 1996 - October 1997
The SSI Group, Inc.   July 1995 - June 1996

Skills
Data Management, Analysis, Databases, Troubleshooting, Data Governance, Data Modeling, Securitization, Data Quality, Data Warehousing, ETL, SAS programming, Data Integration

Education
University of South Alabama   1988 — 1995
Bachelors, Information Sciences

Anthony Bucalo Anthony Bucalo Greater Philadelphia Area Details
Anthony Bucalo's Wachovia, A Wells Fargo Company Experience March 2010 - Present
Job Project Manager at Wachovia, A Wells Fargo Company
Industry Information Technology and Services
Experience
Wachovia, A Wells Fargo Company   March 2010 - Present
Wachovia  August 2006 - June 2008
Independence Blue Cross  June 1983 - July 2006
Federal Reserve Bank of Philadelphia  June 1969 - June 1983

Education
University of Pennsylvania - The Wharton School   1980 — 1984
BS, Business Management and Accounting

Tammie Templeton, MBA Tammie Templeton, MBA Charlotte, North Carolina Area Details
Tammie Templeton, MBA's Wachovia, A Wells Fargo Company Experience March 2010 - July 2011
Job Surety Invoicing – Insurance Operations Specialist Team Lead
Industry Insurance
Experience
Wells Fargo Insurance Services  August 2015 - Present
AXA Equitable Life Insurance  October 2014 - August 2015
Bank of America  March 2013 - April 2014
Bank of America  July 2011 - March 2013
Wachovia, A Wells Fargo Company   March 2010 - July 2011
Wachovia  July 2007 - March 2010
Wachovia Bank  August 2006 - July 2007

Skills
Banking, Credit, Loans, Consumer Lending, Risk Management, Auditing, Accounting, Small Business Lending, Retail Banking, Financial Analysis, Loss Mitigation, FHA, Customer Service, Team Building, Process Improvement, Leadership, Mortgage Underwriting, AML, Operational Risk, Mortgage Servicing, Account Reconciliation, Financial Reporting, Mortgage Banking, Relationship Management, Strategic Financial..., Portfolio Management, Finance, Analysis, Training

Education
Strayer University (TX)   2011 — 2012
Master of Business Administration (M.B.A.), with a concentration in Finance

University of Phoenix   2008 — 2011
BS, Business Administration

Benny Gibbs Benny Gibbs Charlotte, North Carolina Area Details
Benny Gibbs's Wachovia, A Wells Fargo Company Experience April 2010 - March 2011
Job Project Manager at Wells Fargo (CRG)
Industry Information Technology and Services
Experience
Wells Fargo (CRG)   December 2012 - Present
Wells Fargo  March 2011 - December 2012
Wachovia, A Wells Fargo Company   April 2010 - March 2011
Wachovia, A Wells Fargo Company   2009 - 2010
FirstPlace (Wachovia)   February 2007 - December 2009
EDS  2003 - 2006
Bank of America  2001 - 2003
Bank of America  1995 - 2001

Skills
SDLC, Vendor Management, ITIL, Business Requirements, Visio, IT Management, PMP, IT Operations, Disaster Recovery, PMO, Software Project..., Enterprise Architecture, IT Strategy, Project Portfolio..., Risk Management, Requirements Analysis, Data Center, Project Management, Project Delivery, Business Process..., Process Improvement, Requirements Gathering, SharePoint, Integration, IT Service Management, Resource Management, Leadership, Information Technology, Business Process, Management

Education
University of Phoenix   2004 — 2006
BS, Information Technology

Thomas Nelson
AAS, Engineering Techology (Elect/Electronic)

Smriti Laxman Popenoe, CFA Smriti Laxman Popenoe, CFA Washington D.C. Metro Area Details
Smriti Laxman Popenoe, CFA's Wachovia, A Wells Fargo Company Experience 2006 - 2009
Job CoChief Investment Officer at Dynex Capital
Industry Financial Services
Experience
Dynex Capital  January 2014 - Present
TriSim Inc.   February 2013 - December 2013
PHH Corporation  September 2010 - February 2013
TriSim Inc.   October 2009 - September 2010
Wachovia, A Wells Fargo Company   2006 - 2009
Sunset Financial   2003 - 2006
Freddie Mac  1994 - 2003
FINRA  1993 - 1994
First Investors Corporation  1990 - 1991

Skills
Leadership, Strategic Planning, Stakeholder Engagement, Stakeholder Management, Mortgage Servicing, Securitization, Asset/Liability..., Treasury Management, Fixed Income Portfolio..., Valuation and Analytics, ALM, Risk Management, Portfolio Management, Fixed Income, Capital Markets, Valuation, Investments, Banking, MBS, Asset Managment, ABS, Credit, Financial Risk, Derivatives, Credit Risk, Asset Management

Education
CFA Institute   1994 — 1997
CFA

University of Rochester - Simon Business School   1991 — 1993
MBA

St. Joseph's College of Arts and Sciences   1987 — 1990
B.Sc

Alliance Francaise   1986 — 1990
Diplome de Langue, Superieure

Linda Spearman Scott Linda Spearman Scott Charlotte, North Carolina Area Details
Linda Spearman Scott's Wachovia, A Wells Fargo Company Experience July 2009 - July 2011
Job HR Executive at Bank of America
Industry Financial Services
Experience
Bank of America  September 2013 - Present
Bank of America  July 2010 - September 2013
Wachovia, A Wells Fargo Company   July 2009 - July 2011
Wachovia, Corporate and Investment Bank   February 2003 - July 2009
Salomon Brothers Global Operations   1996 - 1998

Skills
Talent Management, Vendor Management, Human Resources, Staff Development, System Administration, Talent Acquisition, Performance Management, Employee Engagement, Employee Relations, Deferred Compensation, Succession Planning, Onboarding, Workforce Planning, Recruiting, Relationship Management, Leadership Development, Organizational..., Change Management, HRIS, Organizational...

Education
University of South Carolina - The Moore School of Business   1990 — 1992
MBA

University of South Carolina-Columbia   1984 — 1988
BS, Statistics

Catherine Nass Catherine Nass Greater Memphis Area Details
Catherine Nass's Wachovia, A Wells Fargo Company Experience October 1998 - April 2005
Job Trust Administrative Assistant at Comerica Bank
Industry Investment Management
Experience
Comerica Bank  August 2015 - Present
Hanissian Asthma & Allergy Clinic   September 2012 - August 2015
NewGen Advanced Orthotics Lab   June 2011 - September 2012
Investment Counsel & Trust Co   June 2008 - September 2009
Wachovia, A Wells Fargo Company   October 1998 - April 2005

Skills
PowerPoint, New Business Development, Asset Managment, Investments, Financial Analysis, Fixed Income, Alternative Investments, Finance, Cash Management, Foreign Exchange, Asset Allocation, Portfolio Management, 401k, Investment Management, Separately Managed..., Asset Management, Financial Services, Relationship Management, Stocks, Securities

Education
University of Phoenix   2007 — 2009
AS, Business Administration and Management, General

Allied Medical and Technical Institute
Medical Transcription and Insurance Billing

Sameer Dabade Sameer Dabade Charlotte, North Carolina Area Details
Sameer Dabade's Wachovia, A Wells Fargo Company Experience 2008 - 2011
Job Asst. Manager Software at Synechron
Industry Information Technology and Services
Experience
Synechron  April 2007 - Present
Wachovia, A Wells Fargo Company   2008 - 2011
Transtech Project Pvt Ltd   2005 - 2007
Megh e-Biz.com   2003 - 2004

Education
University of Pune   2001 — 2003
MCM, Computer Management

Brian Cutlip Brian Cutlip Greater New York City Area Details
Brian Cutlip's Wachovia, A Wells Fargo Company Experience June 2007 - Present
Job Vice President Institutional Equity Sales at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  June 2010 - Present
Wachovia, A Wells Fargo Company   June 2007 - Present
Wells Fargo Securities  May 2007 - June 2010

Skills
Financial Analysis, Financial Modeling, Equities, Valuation, Equity Research

Education
University of Richmond   2003 — 2007
BA, Business Administration

John Scott Walbert John Scott Walbert Leesburg, Virginia Details
John Scott Walbert's Wachovia, A Wells Fargo Company Experience June 2000 - August 2005
Job Managing Director and Investment Officer
Industry Investment Management
Experience
Catoctin Financial Advisors, L.L.C.   October 2012 - Present
Bank of America  August 2005 - November 2011
Wachovia, A Wells Fargo Company   June 2000 - August 2005
JPMorgan Chase  May 1998 - June 2000
The Bank of New York Mellon  May 1995 - May 1998
Federal Reserve Bank of Cleveland  December 1991 - May 1995

Skills
Treasury Services, Retail Banking, Deposits, Financial Analysis, Change Management, Commercial Banking, ACH, Credit Cards, Banking, Consumer Lending, Commercial Lending, Internet Banking, Treasury Management, Program Management, Leadership, Financial Services, Management

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   1989 — 1990
MBA, Planning and Analysis

Washington and Jefferson College   1984 — 1988
BA, Economics and Russian Language

Jamey Hampton Jamey Hampton Charlotte, North Carolina Area Details
Jamey Hampton's Wachovia, A Wells Fargo Company Experience March 2004 - November 2009
Job Analytics Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo  November 2009 - Present
Wachovia, A Wells Fargo Company   March 2004 - November 2009
AmeriSouth Mortgage Company  February 1998 - January 2004

Skills
Accounting, Loans, Credit, Financial Analysis, Banking, Mortgage Banking, CMBS, Commercial Lending, Commercial Mortgages, Securitization, Financial Modeling, Finance, Financial Risk, Analysis, Loan Servicing

Education
University of South Alabama   1991 — 1995
BS, Finance

jeff gipson jeff gipson Tampa/St. Petersburg, Florida Area Details
jeff gipson's Wachovia, A Wells Fargo Company Experience April 1985 - Present
Job Senior Credit Manager at Wachovia, A Wells Fargo Company
Industry Financial Services
Experience
Wachovia, A Wells Fargo Company   April 1985 - Present
Pittsburgh National Bank  August 1982 - March 1985

Education
University of Pittsburgh   1976 — 1980
BA, Economics

Jennifer Ancrum Jennifer Ancrum Charlotte, North Carolina Area Details
Jennifer Ancrum's Wachovia, A Wells Fargo Company Experience December 2005 - March 2010
Job Analytics Consultant at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo  June 2014 - Present
Daimler Trucks North America - Aftermarket Service Products (ASP) (via Robert Half International)   April 2012 - November 2012
TIAA-CREF (via Enterprise Iron Financial Industry Solutions)   December 2011 - April 2012
WELLS FARGO – Treasury Management Command Center (via The Mergis Group)   February 2011 - November 2011
BANK OF AMERICA – Basel II Credit & Market Risk: Retail Mortgage History (via Premier Alliance)   October 2009 - January 2011
Wachovia, A Wells Fargo Company   December 2005 - March 2010
WACHOVIA, A Wells Fargo Company (via Ajilon Consulting)   July 2005 - December 2005
BLUE CROSS/BLUE SHIELD (via Technisource/Intellimark)   February 2002 - March 2005
DUKE ENERGY - INFORMATION MANAGEMENT(via CompConTech)   August 1999 - February 2002
FIRST PLUS FINANCIAL REGIONAL OPERATIONS   May 1997 - March 1999

Skills
Access, Project Management, Visio, Business Analysis, Data Analysis, SharePoint, Contract Management, MS Project, Software Documentation, SQL, Analysis, Databases, Business Process, Data Mining, Management, Microsoft Project, Process Improvement

Education
University of South Carolina-Columbia   1989 — 1995
BS, Applied Mathematics

Elaine Gaither Elaine Gaither Charlotte, North Carolina Area Details
Elaine Gaither's Wachovia, A Wells Fargo Company Experience January 2011 - Present
Job Project Manager at Wells Fargo Companay
Industry Banking
Experience
Wachovia, A Wells Fargo Company   January 2011 - Present
wachovia  1983 - 2010

Education
University of South Carolina - Darla Moore School of Business

Ryan Redpath Ryan Redpath Charlotte, North Carolina Area Details
Ryan Redpath's Wachovia, A Wells Fargo Company Experience June 2003 - January 2009
Job VP Technology Manager, Wells Fargo Bank
Industry Information Technology and Services
Experience
Wells Fargo  January 2009 - Present
Wachovia, A Wells Fargo Company   June 2003 - January 2009

Skills
SDLC, Vendor Management, Enterprise Architecture, Integration, Data Center, Portfolio Management, IT Management, Disaster Recovery, Visio, Business Analysis, Software Documentation, Virtualization, Banking, SharePoint, Risk Management, Process Improvement, Business Continuity, IT Strategy, ITIL, PMO, PMP, Program Management, Project Portfolio..., Requirements Analysis, Requirements Gathering, Security, Servers, Troubleshooting, Software Project...

Education
University of Pennsylvania   1998 — 2002
BSE, Electrical and Systems Engineering

Delbarton School   1992 — 1998

Cyndi Massad Cyndi Massad Richmond, Virginia Area Details
Cyndi Massad's Wachovia, A Wells Fargo Company Experience June 1999 - November 2005
Job Private client advisor at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   Wealth StrategistGenSpring Family Offices2005 - 2008
Wachovia, A Wells Fargo Company   June 1999 - November 2005
Wachovia, A Wells Fargo Company   June 1987 - June 1999

Education
University of Richmond - Robins School of Business   1974 — 1978
BSBA, Finance and Marketing

Raquel Quiroz Raquel Quiroz Washington D.C. Metro Area Details
Raquel Quiroz's Wachovia, A Wells Fargo Company Experience December 2006 - August 2009
Job Paraeducator at MCPS
Industry Banking
Experience
Montgomery County Public Schools  September 2009 - Present
Wachovia, A Wells Fargo Company   December 2006 - August 2009

Skills
Staff Development, Teaching, Classroom, Curriculum Design, Curriculum Development, Tutoring, Public Speaking, Classroom Management, Instructional Design, Educational Leadership, Lesson Planning, Coaching, Community Outreach, PowerPoint, Microsoft Office, Research, Educational Technology, Nonprofits, Higher Education, Customer Service

Education
University of Phoenix   2008 — 2010
A.A., Business

Sandro Rossitto Sandro Rossitto Hartford, Connecticut Area Details
Sandro Rossitto's Wachovia, A Wells Fargo Company Experience July 2007 - March 2012
Job Regional Sales Consultant at Prudential Financial
Industry Banking
Experience
Prudential Financial  March 2012 - Present
CT Pistol Permits   October 2008 - Present
Wachovia, A Wells Fargo Company   July 2007 - March 2012
Sprint  June 2004 - July 2007

Skills
Investments, Series 63, Sales, Financial Services, Insurance, Leadership, Loans, Mutual Funds, Retirement Planning, Management

Education
University of Phoenix   2009 — 2010
MBA

Western New England University   2003 — 2007
Bachelors, Business Management

Carlos Mauricio Garces Carlos Mauricio Garces Charlotte, North Carolina Area Details
Carlos Mauricio Garces's Wachovia, A Wells Fargo Company Experience March 2006 - June 2009
Job VP, Senior Database & Analytics Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo  June 2010 - Present
Wachovia, A Wells Fargo Company   March 2006 - June 2009

Education
University of South Carolina - Darla Moore School of Business   2000 — 2002
International MBA, Finance

Arcelia Branscum Arcelia Branscum Orlando, Florida Area Details
Arcelia Branscum's Wachovia, A Wells Fargo Company Experience January 2000 - December 2007
Job Retired at Banking and Insurance Industries
Industry Banking
Experience
Banking and Insurance Industries   Manager of AdministrationUS Census BureauFebruary 2009 - September 2010
Wachovia, A Wells Fargo Company   January 2000 - December 2007
The Bank of Gloucester Co - A Fulton Bank Co.   September 1997 - November 1999
BNY Mellon  September 1996 - September 1997
CoreStates Financial Corp.  April 1994 - September 1996
CoreStates Financial Corp, Philadelphia, PA   1992 - 1994
CoreStates Bank N.A now Wells Fargo Bank, NA   1984 - 1992
Colonial Penn Group  November 1967 - 1980

Skills
Leadership, Problem Solving, Operations Management, Office Management, Loans, Customer Service, Disaster Recovery, Internet, Microsoft Office, Microsoft Excel, Microsoft Word, Lotus Notes, Extensive experience in..., Accounts Receivable, Deferred Compensation, Insurance, Management, Financial Analysis, Credit, Payroll, Team Building, Administration, Banking, Process Improvement, Strategy, Training, Risk Management, Strategic Planning, Budgets

Education
American Institute of Banking
Mortgage Processing and Underwriting

American Management Association
Human Resources Management/Personnel Administration, General

Argentinian Instituto of Banking
Associate of Arts and Sciences (A.A.S.), Banking and Financial Support Services

Colegio Jose Hernandez. Buenos Aires. Argentina
Bachelor's degree

Instituto Argentino Norteamericano de Cultura. Buenos Aires. Argentina
English Language and Literature, General

University of Pennsylvania
Developmental/Remedial English

Wharton School, University of Pennsylvania
Business Administration and Management, General

Todd Pozzi Todd Pozzi Saginaw, Michigan Area Details
Todd Pozzi's Wachovia, A Wells Fargo Company Experience 2006 - 2009
Job Systems Architect at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  August 2006 - Present
WELLS FARGO/WACHOVIA SECURITIES   January 2006 - Present
Wachovia, A Wells Fargo Company   2006 - 2009
Los Alamos National Laboratory  January 1988 - January 2006
Los Alamos National Laboratory  March 1988 - February 2005
ANALYTICAL TECHNOLOGIES, INC  January 1987 - January 1988
HP Enterprise Services  January 1985 - January 1987

Education
University of Phoenix   1991 — 1993
BSBA, Business

University of Phoenix
BS, Business Administration

Justin Verona Justin Verona Charleston, South Carolina Area Details
Justin Verona's Wachovia, A Wells Fargo Company Experience April 2000 - June 2006
Job Analytics Project Manager at Benefitfocus
Industry Information Technology and Services
Experience
Benefitfocus  March 2015 - Present
Benefitfocus  January 2012 - March 2015
Code Worldwide   October 2010 - December 2011
BlueCross BlueShield of SC  September 2006 - October 2010
Wachovia, A Wells Fargo Company   April 2000 - June 2006

Skills
Business Analysis, User Experience Design, Usability, Process Improvement, Visio, SDLC, Requirements Analysis, Project Management, Software Project..., Requirements Gathering, Agile Methodologies, Wireframes

Education
University of South Carolina - The Moore School of Business   1994 — 1999
BS, Marketing and Management

Lowndes Burke Lowndes Burke Richmond, Virginia Area Details
Lowndes Burke's Wachovia, A Wells Fargo Company Experience 1996 - 2006
Job Regional Vice President
Industry Financial Services
Experience
Wells Fargo Bank  2006 - Present
Wachovia, A Wells Fargo Company   1996 - 2006

Education
University of Richmond - Robins School of Business
MBA

University of Virginia
BA, Economics

michael saltisiak michael saltisiak Richmond, Virginia Area Details
michael saltisiak's Wachovia, A Wells Fargo Company Experience June 2006 - October 2011
Job Human Resource Manager at Lowe's Home Improvement
Industry Banking
Experience
Lowe's Home Improvement  April 2013 - Present
EVB - Eastern Virginia Bankshares  October 2011 - March 2013
Wachovia, A Wells Fargo Company   June 2006 - October 2011

Education
University of Richmond   2006 — 2010
Bachelor of Applied Science (BASc), Human Resource Management

Rhene Cruz Rhene Cruz San Francisco Bay Area Details
Rhene Cruz's Wachovia, A Wells Fargo Company Experience October 2009 - April 2010
Job Account Executive
Industry Marketing and Advertising
Experience
Wachovia Bank/ Wells Fargo Bank   October 2009 - Present
Ricky Cruz Carpet Service Inc   January 1990 - September 2010
Wachovia, A Wells Fargo Company   October 2009 - April 2010
Alliance Bancorp  October 2009 - April 2010
The Salinas Californian/ Gannett Co, Inc   August 2008 - October 2009
BNC Mortgage, Inc/ Lehman Bros   July 2004 - August 2007
BNC MROTGAGE   2004 - 2007
BNC Mortgage  2004 - 2007
Alliance Bancorp  2002 - 2004
Conklin Bros of   January 1999 - January 2002

Education
University of Phoenix   2010 — 2012
BA, Marketing

Heald Business College
Accounting Specialist

Wayne's Beauty College

Lawrence Lanum Lawrence Lanum San Francisco, California Details
Lawrence Lanum's Wachovia, A Wells Fargo Company Experience February 2010 - September 2011
Job Software Developer at Chevron TCI Inc
Industry Commercial Real Estate
Experience
Chevron TCI Inc   January 2013 - Present
A.T. Kearney   January 2012 - Present
Wachovia, A Wells Fargo Company   February 2010 - September 2011

Skills
SDLC, SQL, Oracle, Microsoft SQL Server, Requirements Gathering, Requirements Analysis, Business Analysis, Databases, VBA, Microsoft Excel, Program Management

Education
University of South Carolina - The Moore School of Business   1989 — 1992
Masters of International Business, Marketing

LaShoundra Crawford LaShoundra Crawford Dallas/Fort Worth Area Details
LaShoundra Crawford's Wachovia, A Wells Fargo Company Experience September 2007 - February 2010
Job Financial/Mortgage/Commercial RealEstate Experience
Industry Commercial Real Estate
Experience
First American Title  June 2014 - March 2015
Wingspan Portfolio Advisors on behalf of Bank of America   September 2013 - March 2014
Wingspan Portfolio Services   January 2012 - September 2013
Adecco Staffing Agency: Humana Insurance Company   December 2010 - October 2011
Wachovia, A Wells Fargo Company   September 2007 - February 2010

Skills
Banking, Credit, Loans, Mortgage Lending, Credit Analysis, Commercial Banking, Retail Banking, Consumer Lending, Commercial Lending, Small Business Lending, Loan Origination, Financial Analysis, Cross Selling, Lines Of Credit, Mortgage Banking, Call Centers, Customer Service, Leadership, Management, Sales, Microsoft Office, Microsoft Excel, Training

Education
University of Phoenix   2007 — 2010
Bachelor of Science (BS), Business Administration and Management, General

University of Phoenix   2007 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General

Stacy Vandiver Stacy Vandiver Greater Atlanta Area Details
Stacy Vandiver's Wachovia, A Wells Fargo Company Experience July 1998 - Present
Job District Manager at Wells Fargo Bank
Industry Banking
Experience
Wachovia, A Wells Fargo Company   July 1998 - Present

Education
University of South Alabama   1982 — 1985
Communications

Catherine Malone Catherine Malone Charlotte, North Carolina Area Details
Catherine Malone's Wachovia, A Wells Fargo Company Experience 2009 - Present
Job Compliance Manager at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company   2009 - Present
Wells Fargo Bank  2009 - Present
CSX Corporation  1999 - 2003
Sea-Land Service  1994 - 1999

Skills
Banking, Customer Service, AML, Bank Secrecy Act, Risk Management, Auditing, Operational Risk..., Credit Risk, Financial Services

Education
University of South Carolina - Darla Moore School of Business   1992 — 1994
MIBS, Russian, Business

Vassar College   1985 — 1989
BA, Russian

Karim Waheeb Karim Waheeb Greater New York City Area Details
Karim Waheeb's Wachovia, A Wells Fargo Company Experience May 2005 - February 2011
Job Vice President, Area Manager at Lakeland Bank
Industry Banking
Experience
Lakeland Bank  March 2015 - Present
The Provident Bank  February 2011 - March 2015
Wachovia, A Wells Fargo Company   May 2005 - February 2011
PNC  January 2003 - May 2005

Skills
Banking, Credit, Retail Banking, Small Business Lending, Loans, Consumer Lending, Mortgage Lending, Commercial Banking, Commercial Lending, Team Leadership, Portfolio Management, Mortgage Banking, Microsoft Office, Loan Origination, Lines Of Credit, Finance, Customer Service, Cross Selling, Credit Analysis, Branch Banking, Business Analysis

Education
University of Phoenix   2002 — 2006
Bachelor of Science, Business Administration/ Finance

Jewly Mitchell Jewly Mitchell La Quinta, California Details
Jewly Mitchell's Wachovia, A Wells Fargo Company Experience June 2008 - April 2010
Job Experienced Sales and Service Manager
Industry Retail
Experience
Wells Fargo  April 2010 - Present
Wachovia, A Wells Fargo Company   June 2008 - April 2010
Victoria's Secret  April 2003 - December 2007

Skills
Leadership Development, Coaching, Merchandising, Team Building, Customer Relations, Goal Oriented, Hiring, Recruitment/Retention, Sales Recruitment, Team Leadership, Training & Development, Marketing Strategy, Product Development, Advertising, Public Relations, Accountability, Recruiting

Education
University of Oregon
BA, Journalism:Communications, Public Relations

Dina R. Dina R. Greater Memphis Area Details
Dina R.'s Wachovia, A Wells Fargo Company Experience May 2005 - May 2007
Job Customer Service Professional
Industry Banking
Experience
Trustmark National Bank  June 2007 - November 2008
Wachovia, A Wells Fargo Company   May 2005 - May 2007
First Central Savings Bank  April 2003 - April 2005

Education
University of Phoenix   2009 — 2011
AA, Finance

Lindamarie Werntz Coatman Lindamarie Werntz Coatman Greater New York City Area Details
Lindamarie Werntz Coatman's Wachovia, A Wells Fargo Company Experience 2006 - 2008
Job U.S. Head of Human Resources at China Merchants Bank New York
Industry Financial Services
Experience
Pace University  January 2013 - Present
China Merchants Bank  2008 - Present
Wachovia, A Wells Fargo Company   2006 - 2008
Wachovia, A Wells Fargo Company   2006 - 2008
Morgan Stanley  1996 - 2005
Gemini Consulting  1992 - 1996
Price Waterhouse Coopers  1989 - 1992

Skills
Human Resources, Performance Management, Talent Management, Employee Engagement, Succession Planning, Change Management, Leadership Development, Strategy, Recruiting, Leadership, Communication, Compensation & Benefit, Employee Relations, Personnel Management

Education
University of South Carolina - Darla Moore School of Business   1983 — 1988
Bachelor of Science and Masters

High School

Jonathan Witter Jonathan Witter Washington D.C. Metro Area Details
Jonathan Witter's Wachovia, A Wells Fargo Company Experience February 2004 - January 2009
Job President, Retail and Direct Banking at Capital One
Industry Financial Services
Experience
Capital One  December 2010 - Present
Morgan Stanley  January 2009 - December 2010
Wachovia, A Wells Fargo Company   February 2004 - January 2009
McKinsey & Company  July 1997 - February 2004

Education
University of Pennsylvania - The Wharton School   1995 — 1997
MBA, Finance

Vanderbilt University   1987 — 1991
BS, Economics

Rita Marie Ritrovato Rita Marie Ritrovato Greater Philadelphia Area Details
Rita Marie Ritrovato's Wachovia, A Wells Fargo Company Experience 1997 - 2007
Job Assistant Vice President at Wilmington Trust, National Association
Industry Financial Services
Experience
Wilmington Trust, National Association   March 2007 - Present
U.S. Bank, N.A.   April 1997 - March 2007
Wachovia, A Wells Fargo Company   1997 - 2007
Wachovia  1997 - 2007
Wilmington Trust  1989 - 1997

Skills
Banking, Financial Services, Securities, Investments, Risk Management, Portfolio Management, Credit, Finance, Loans, Trust Services, Financial Analysis, Commercial Lending, Mutual Funds

Education
University of Scranton   1980 — 1981
Mass Communication/Media Studies

University of Delaware
Bachelor of Arts (B.A.)

Yolonda Monique Brown Yolonda Monique Brown United States Details
Yolonda Monique Brown's Wachovia, A Wells Fargo Company Experience June 1999 - Present
Job at Wachovia, A Wells Fargo Company
Industry
Experience
Wachovia, A Wells Fargo Company   June 1999 - Present

Education
University of Phoenix   2009 — 2011
Master Business Administration, Global Management

University of Phoenix   2007 — 2009
Bachelor Science Business, Global Business Management

Western International University   2005 — 2007
Associate of Arts, Business

Susan Tuscano Susan Tuscano Greater San Diego Area Details
Susan Tuscano's Wachovia, A Wells Fargo Company Experience May 2009 - September 2009
Job Real Estate Professional
Industry Real Estate
Experience
Wells Fargo Bank  December 2009 - October 2013
Wachovia, A Wells Fargo Company   May 2009 - September 2009
AMNET/VERTICE/WACHOVIA   January 2001 - January 2009
AMNET/VERTICE/WACHOVIA   January 2001 - January 2006
OLD KENT MORTGAGE COMPANY  January 1999 - January 2001
Guild Mortgage Company  January 1992 - January 1999

Skills
Mortgage Lending, Credit, Investors, Reverse Mortgages, Loans, Funding

Education
University of Santo Tomas
BA, Economics

Paris Bostic Paris Bostic Charlotte, North Carolina Area Details
Paris Bostic's Wachovia, A Wells Fargo Company Experience 2003 - Present
Job Manager/AVP at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company   2003 - Present
First Union  1998 - 2003
First Union  1996 - 1998
BB&T (Formerly United Carolina Bank)   1990 - 1996
PNC (Formerly Midlantic National Bank)   1987 - 1989
Shawmut Bank  1985 - 1987

Education
University of Phoenix   2007 — 2009
MBA, Business Management

Virginia Union University   1981 — 1985
B.A., Business/Banking

Jason Ford Jason Ford Greater New York City Area Details
Jason Ford's Wachovia, A Wells Fargo Company Experience September 2003 - March 2007
Job Director at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank  January 2015 - Present
Jefferies & Company  March 2007 - December 2014
Wachovia, A Wells Fargo Company   September 2003 - March 2007
Merrill Lynch  1997 - 2003
Bankers Trust  October 1994 - September 1997

Skills
Equities, Trading Systems, Derivatives, Capital Markets, Electronic Trading, Equity Derivatives, Trading, Options, Market Data, Financial Markets, Equity Trading, Structured Products, Securities, Swaps, Banking, Information Technology, VBA, Trading System, Financial Engineering, Risk Management, Corporate Actions, Exchange Connectivity, Financial Services, Hedging, ETFs, Market Risk, Middle Office, C++, Visual C++, C#, Visual C#, Microsoft Technologies, Programming, Technology Management, Realtime Programming, Low Latency, Sybase, Financial Risk, Investment Banking, Fixed Income, FX Options, Credit Derivatives, Business Analysis

Education
Reading University   1989 — 1992
Bs, Math

Daniel Juncos Daniel Juncos Greater Philadelphia Area Details
Daniel Juncos's Wachovia, A Wells Fargo Company Experience 2003 - 2006
Job Mathematical Analyst, MS
Industry Insurance
Experience
Wachovia, A Wells Fargo Company   2003 - 2006
Penn Mutual  May 2002 - August 2002

Skills
Microsoft Excel, Microsoft Word, Mathematical Modeling, Mathematics, Mathematical Analysis, Actuarial Science, Spanish-speaking, Stochastic Modeling, Market Risk, Actuarial Exams, Financial Risk, Stochastic Processes, Stochastic Calculus, Probability Theory, Probability, Actuaries, Statistical Modeling, Financial Modeling, Time Series Analysis, Applied Mathematics, Actuarial Consulting, Calculus, Linear Algebra, Variable Annuities, Matlab, Financial Analysis, Fixed Annuities, Microsoft Office, Risk Management, Quantitative Finance, Pensions, ERISA, Pension Funds, Portfolio Optimization, Interest Rate..., Economics, Quantitative Analytics, Statistics, Public Speaking, Portfolio Management

Education
University of Pittsburgh
Master of Science (MS), Mathematics

West Chester University of Pennsylvania
Bachelor of Science (BS), Mathematics

Connie Oropeza Connie Oropeza Westminster, California Details
Connie Oropeza's Wachovia, A Wells Fargo Company Experience March 2002 - February 2012
Job Director of Direct Lending with Carfinance Capital
Industry Banking
Experience
Springboardauto.com   August 2015 - Present
Carfinance.com  2012 - 2015
Wachovia, A Wells Fargo Company   March 2002 - February 2012
Triad Financial  January 1997 - February 2002

Skills
Credit, Finance, Risk Management, Banking, Consumer Lending, Credit Analysis, Customer Retention, Leadership, Loans, Management, Portfolio Management, Process Improvement, Team Building, Customer Service, Forecasting, Sales Management

Education
University of Phoenix

Christina Forsman Christina Forsman Tallahassee, Florida Details
Christina Forsman's Wachovia, A Wells Fargo Company Experience January 2009 - January 2011
Job Financial Specialist
Industry Banking
Experience
Wells Fargo Bank  January 2011 - May 2013
Wachovia, A Wells Fargo Company   January 2009 - January 2011
Wachovia Bank, N.A   June 2007 - January 2009
Wachovia Bank  August 2006 - June 2007
Capital City Bank Group, Inc.   September 2004 - April 2006
Liberty Communications, Inc.   August 2001 - August 2004

Skills
Loans, Banking, Credit, Small Business Lending, Consumer Lending, Commercial Banking, Retail Banking, Credit Analysis, Mortgage Lending, Lines Of Credit, Deposits, Financial Analysis, Cross Selling, Home Equity Lines of..., Inventory Management, Customer Service, Customer Satisfaction, Customer Retention, Purchasing, Purchase Orders, Leadership, Sales Management

Education
University of Phoenix   2007 — 2009
AA in Business

Stephanie Morton Stephanie Morton Newport, Rhode Island Details
Stephanie Morton's Wachovia, A Wells Fargo Company Experience 2005 - 2008
Job Experienced Financial Services Professional
Industry Financial Services
Experience
Charles Schwab  2008 - 2011
Wachovia, A Wells Fargo Company   2005 - 2008

Education
University of Phoenix   2004 — 2006
MBA, Business Administration and Management, General

University of Pittsburgh   1998 — 2002
B.S. Economics-Cum Laude

Sewickley Academy   1994 — 1998
High School

Jessy (Jessy Joseph) Savant Jessy (Jessy Joseph) Savant Charlotte, North Carolina Details
Jessy (Jessy Joseph) Savant's Wachovia, A Wells Fargo Company Experience July 2007 - June 2011
Job VP at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage  June 2011 - Present
Wachovia, A Wells Fargo Company   July 2007 - June 2011
SAS  January 2006 - July 2007
SAS  February 2004 - January 2006
GE Capital  January 2002 - January 2004

Skills
SAS/SQL, SAS, Teradata, Analytics, Data Mining, Database Marketing, Business Intelligence, Data Analysis, SQL, Segmentation

Education
University of Pune   1999 — 2001
Master of computer management, Computer/Information Technology Administration and Management, First Class

University of Pune   1995 — 1998
Bachelor of Commerce (B.Com.), Banking and Finance

Amal Bawezir Amal Bawezir Woodbridge, Virginia Details
Amal Bawezir's Wachovia, A Wells Fargo Company Experience 2011 - Present
Job Banking Professional
Industry Banking
Experience
Wachovia, A Wells Fargo Company   2011 - Present
Mapledale Family Dentistry   December 2006 - December 2009
Motherhood Maternity  July 2005 - February 2007

Skills
Commercial Banking, Banking, Loans, Lines Of Credit, Teller Operations, Credit, Commercial Lending, Retail Banking, Credit Analysis, Deposits, Cross Selling

Education
University of Phoenix   2008 — 2012
Bachelor of Science (BS), Business with a concentration in Global Management

Ayeen Shams high school in Sanna Yemen   1996 — 2000
High School, Arabic Language and Literature

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