Wachovia, A Wells Fargo Company
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Wachovia, A Wells Fargo Company Employees
Employee
Years
Job
Industry
Kevin Shendok Kevin Shendok's Wachovia, A Wells Fargo Company Experience May 1993 - March 2008
Job Relationship Manager Business Banking
Industry Banking
Experience
JPMorgan Chase February 2013 - Present
PNC June 2012 - January 2013
PNC March 2012 - June 2012
RBC Bank April 2008 - March 2012
Wachovia, A Wells Fargo Company May 1993 - March 2008
Skills
Banking, Budgets, Business Strategy, Commercial Lending, Credit, Team Building, Customer Service, Process Improvement, Strategic Planning, Small Business, Financial Analysis, Loans, Real Estate, Finance, Leadership, Management, Small Business Lending, Strategic Financial..., Retirement, Sales, Credit Analysis, Sales Management, New Business Development, Retirement Planning, Risk Management
Education
University of South Florida 1986 — 1991
B.S., Finance
JPMorgan Chase February 2013 - Present
PNC June 2012 - January 2013
PNC March 2012 - June 2012
RBC Bank April 2008 - March 2012
Wachovia, A Wells Fargo Company May 1993 - March 2008
Skills
Banking, Budgets, Business Strategy, Commercial Lending, Credit, Team Building, Customer Service, Process Improvement, Strategic Planning, Small Business, Financial Analysis, Loans, Real Estate, Finance, Leadership, Management, Small Business Lending, Strategic Financial..., Retirement, Sales, Credit Analysis, Sales Management, New Business Development, Retirement Planning, Risk Management
Education
University of South Florida 1986 — 1991
B.S., Finance
Jason McCool Jason McCool's Wachovia, A Wells Fargo Company Experience May 2005 - February 2009
Job Seasoned Sales Professional Seeking New Opportunities
Industry Financial Services
Experience
Force Imaging Group, LLC July 2014 - Present
Dever Designs January 2014 - July 2014
ADP August 2012 - July 2013
The Gabor Agency, Inc. August 2010 - September 2012
Wachovia Securities, LLC May 2005 - January 2010
Wachovia, A Wells Fargo Company May 2005 - February 2009
Skills
Finance, Leadership, SaaS, Insurance, Sales, Human Resources, Retirement Planning, Investments, Employee Benefits, Retirement, Marketing, PEO, Strategic Financial..., ADP Payroll, Loans, HRIS, Wealth Management, Relationship Management, Financial Services, Small Business, Benefits Administration, Series 7, Business Process..., BPO, Banking, Business Intelligence, Mortgage Lending, Credit, Business Development, Management, Business Analysis, CRM, Coaching, Commercial Lending, Small Business Lending, Social Media Marketing, Salesforce.com, SugarCRM, Solution Selling, New Business Development, Strategic Partnerships, Direct Sales, Sales Management, Marketing Strategy, Customer Service, Team Building, Sales Process, Cold Calling
Education
University of South Florida 2004 — 2009
Force Imaging Group, LLC July 2014 - Present
Dever Designs January 2014 - July 2014
ADP August 2012 - July 2013
The Gabor Agency, Inc. August 2010 - September 2012
Wachovia Securities, LLC May 2005 - January 2010
Wachovia, A Wells Fargo Company May 2005 - February 2009
Skills
Finance, Leadership, SaaS, Insurance, Sales, Human Resources, Retirement Planning, Investments, Employee Benefits, Retirement, Marketing, PEO, Strategic Financial..., ADP Payroll, Loans, HRIS, Wealth Management, Relationship Management, Financial Services, Small Business, Benefits Administration, Series 7, Business Process..., BPO, Banking, Business Intelligence, Mortgage Lending, Credit, Business Development, Management, Business Analysis, CRM, Coaching, Commercial Lending, Small Business Lending, Social Media Marketing, Salesforce.com, SugarCRM, Solution Selling, New Business Development, Strategic Partnerships, Direct Sales, Sales Management, Marketing Strategy, Customer Service, Team Building, Sales Process, Cold Calling
Education
University of South Florida 2004 — 2009
Veronica Woods, CMFC Veronica Woods, CMFC's Wachovia, A Wells Fargo Company Experience 2003 - 2006
Job Sr. Development Consultant II at MetLife Premier Client Group (MPCG)
Industry Financial Services
Experience
MetLife, Premier Client Group March 2014 - Present
MetLife July 2013 - February 2014
Wells Fargo Advisors May 2010 - June 2013
Wells Fargo Advisors 2009 - 2010
Principal Financial Group 2006 - 2007
Wachovia, A Wells Fargo Company 2003 - 2006
TIAA-CREF 2000 - 2003
Skills
Series 7, Mutual Funds, Investments, Risk Management, Fixed Annuities, Retirement, Insurance, Public Speaking, Training, Employee Benefits, Relationship Management, Management, 401k, Life Insurance, Financial Advisory, New Business Development, Project Management
Education
University of South Carolina-Columbia 1995 — 2000
Bachelor of Science, Psychology & Business Administration
Camden High School 1991 — 1995
MetLife, Premier Client Group March 2014 - Present
MetLife July 2013 - February 2014
Wells Fargo Advisors May 2010 - June 2013
Wells Fargo Advisors 2009 - 2010
Principal Financial Group 2006 - 2007
Wachovia, A Wells Fargo Company 2003 - 2006
TIAA-CREF 2000 - 2003
Skills
Series 7, Mutual Funds, Investments, Risk Management, Fixed Annuities, Retirement, Insurance, Public Speaking, Training, Employee Benefits, Relationship Management, Management, 401k, Life Insurance, Financial Advisory, New Business Development, Project Management
Education
University of South Carolina-Columbia 1995 — 2000
Bachelor of Science, Psychology & Business Administration
Camden High School 1991 — 1995
Daniel Nally Daniel Nally's Wachovia, A Wells Fargo Company Experience August 2009 - February 2011
Job Sr. Account Executive, Helping businesses work smarter with digital documents
Industry Computer Software
Experience
Nitro, Inc. January 2015 - Present
Nitro, Inc. March 2013 - January 2015
Nitro, Inc. June 2012 - February 2013
Wells Fargo Bank February 2011 - June 2012
Wachovia, A Wells Fargo Company August 2009 - February 2011
LocalJobNetwork.com (Infosoft Group) January 2008 - February 2009
United Shipping Solutions January 2007 - December 2007
SchoolsFirst Federal Credit Union April 2004 - January 2007
Skills
Account Management, Lead Generation, Customer Service, Salesforce.com, Solution Selling, Email Marketing, Sales Management, Credit, Online Advertising, CRM, Marketing Strategy, Cloud Computing, B2B, Leadership, Sales Process, SaaS, Cold Calling, Sales, Business Development, Inside Sales, Commercial Banking, Software Solution Sales, Communication, Time Management, New Business Development
Education
University of Southern California 1999 — 2003
B.A., Psychology
University of Southern California 1999 — 2003
Minor, Cinema-Television
Nitro, Inc. January 2015 - Present
Nitro, Inc. March 2013 - January 2015
Nitro, Inc. June 2012 - February 2013
Wells Fargo Bank February 2011 - June 2012
Wachovia, A Wells Fargo Company August 2009 - February 2011
LocalJobNetwork.com (Infosoft Group) January 2008 - February 2009
United Shipping Solutions January 2007 - December 2007
SchoolsFirst Federal Credit Union April 2004 - January 2007
Skills
Account Management, Lead Generation, Customer Service, Salesforce.com, Solution Selling, Email Marketing, Sales Management, Credit, Online Advertising, CRM, Marketing Strategy, Cloud Computing, B2B, Leadership, Sales Process, SaaS, Cold Calling, Sales, Business Development, Inside Sales, Commercial Banking, Software Solution Sales, Communication, Time Management, New Business Development
Education
University of Southern California 1999 — 2003
B.A., Psychology
University of Southern California 1999 — 2003
Minor, Cinema-Television
Trey Sellers's Wachovia, A Wells Fargo Company Experience April 2011 - February 2012
Job Xylem, Inc.
Industry Mechanical or Industrial Engineering
Experience
Xylem Inc. April 2014 - Present
R.S. Hughes September 2012 - April 2014
Wells Fargo February 2012 - June 2012
Wachovia, A Wells Fargo Company April 2011 - February 2012
Gulfstream Café May 2010 - August 2010
Carrabba's Italian Grill May 2008 - August 2009
Hot Fish Club April 2007 - August 2007
Outback Steakhouse April 2004 - September 2006
Skills
Customer Service, Time Management, PowerPoint, Microsoft Excel, Microsoft Word, Sales, Social Networking, Social Media, Cold Calling, Facebook, Data Entry, Retail, Building Relationships, Twitter, Instagram, Inventory Management, Purchase Orders, Purchasing, Shipping, Invoicing, Accounts Receivable, Analysis, Marketing, Finance, Leadership
Education
University of South Carolina-Columbia 2007 — 2010
BS, Marketing and Management
Xylem Inc. April 2014 - Present
R.S. Hughes September 2012 - April 2014
Wells Fargo February 2012 - June 2012
Wachovia, A Wells Fargo Company April 2011 - February 2012
Gulfstream Café May 2010 - August 2010
Carrabba's Italian Grill May 2008 - August 2009
Hot Fish Club April 2007 - August 2007
Outback Steakhouse April 2004 - September 2006
Skills
Customer Service, Time Management, PowerPoint, Microsoft Excel, Microsoft Word, Sales, Social Networking, Social Media, Cold Calling, Facebook, Data Entry, Retail, Building Relationships, Twitter, Instagram, Inventory Management, Purchase Orders, Purchasing, Shipping, Invoicing, Accounts Receivable, Analysis, Marketing, Finance, Leadership
Education
University of South Carolina-Columbia 2007 — 2010
BS, Marketing and Management
Carlos Burton Carlos Burton's Wachovia, A Wells Fargo Company Experience March 2004 - November 2006
Job Senior IT Major at University of South Carolina
Industry Information Technology and Services
Experience
South Carolina Enterprise Information System May 2015 - Present
TD February 2012 - May 2015
Sleep Inn September 2011 - February 2012
Hampton Inn Harbison November 2006 - June 2011
Wachovia, A Wells Fargo Company March 2004 - November 2006
Skills
Customer Service, Microsoft Excel, Leadership, Microsoft Office, Customer Satisfaction, Banking, Access, Time Management, Outlook, Sales, Microsoft Word, PowerPoint, Risk Management, Inventory Management, Training, Credit, Process Improvement, Strategic Planning, Budgets, Financial Analysis, Lean Six Sigma, Project Management, Retail Banking, Commercial Banking, Business Objects, SAP
Education
University of South Carolina-Columbia 2012 — 2015
Bachelor's degree, Integrated Information Technology
University of South Carolina-Columbia 2004 — 2008
Bachelor's degree, Hotel Restaurant Tourism Management, 3.14 GPA
South Carolina Enterprise Information System May 2015 - Present
TD February 2012 - May 2015
Sleep Inn September 2011 - February 2012
Hampton Inn Harbison November 2006 - June 2011
Wachovia, A Wells Fargo Company March 2004 - November 2006
Skills
Customer Service, Microsoft Excel, Leadership, Microsoft Office, Customer Satisfaction, Banking, Access, Time Management, Outlook, Sales, Microsoft Word, PowerPoint, Risk Management, Inventory Management, Training, Credit, Process Improvement, Strategic Planning, Budgets, Financial Analysis, Lean Six Sigma, Project Management, Retail Banking, Commercial Banking, Business Objects, SAP
Education
University of South Carolina-Columbia 2012 — 2015
Bachelor's degree, Integrated Information Technology
University of South Carolina-Columbia 2004 — 2008
Bachelor's degree, Hotel Restaurant Tourism Management, 3.14 GPA
David Lien David Lien's Wachovia, A Wells Fargo Company Experience 2007 - 2009
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones January 2014 - December 2014
OneWest Bank 2012 - 2014
Manufacturers Bank 2010 - 2012
Wachovia, A Wells Fargo Company 2007 - 2009
Wells Fargo Bank 2004 - 2006
Skills
Commercial Lending, Finance, Commercial Banking, Relationship Management, Sales, Treasury Management, Business Development, Commercial Real Estate, Commercial Mortgages, Loans, Cash Management, Real Estate, Credit, Lines Of Credit, Small Business Lending, Investing, Financial Planning, Investments
Education
University of Southern California
B.A., Communications
Edward Jones January 2014 - December 2014
OneWest Bank 2012 - 2014
Manufacturers Bank 2010 - 2012
Wachovia, A Wells Fargo Company 2007 - 2009
Wells Fargo Bank 2004 - 2006
Skills
Commercial Lending, Finance, Commercial Banking, Relationship Management, Sales, Treasury Management, Business Development, Commercial Real Estate, Commercial Mortgages, Loans, Cash Management, Real Estate, Credit, Lines Of Credit, Small Business Lending, Investing, Financial Planning, Investments
Education
University of Southern California
B.A., Communications
Bob Rubin Bob Rubin's Wachovia, A Wells Fargo Company Experience April 1999 - September 2009
Job President of RUBIN WEALTH ADVISORS w/Expertise in Stragetic Wealth Management ☄ CO FOUNDER Machine Gun Orlando (MGO)
Industry Financial Services
Experience
Rubin Wealth Advisors October 2008 - Present
Machine Gun Orlando November 2013 - Present
Florida Atlantic University June 2010 - Present
Wachovia, A Wells Fargo Company April 1999 - September 2009
Skills
Estate Planning, Investment Advisory, Insurance Planning, Financial Planners, Investments, Insurance, Strategic Financial..., Asset Allocation, Series 7, Wealth Management, Retirement Planning, Wealth, Asset Managment, Financial Advisory, Mutual Funds, Trust Services, 401k, Retirement, High Net Worth..., Alternative Investments, Fixed Annuities, Strategic Planning, Investment Strategies, Trusts, Securities, Commercial Banking, Portfolio Management, Series 63, Wealth Management..., Banking, Private Banking, Financial Services, Long-term Care, Investment Management, Executive Management
Education
University of South Florida 1980 — 1983
Bachelor of Arts, Finance
Rubin Wealth Advisors October 2008 - Present
Machine Gun Orlando November 2013 - Present
Florida Atlantic University June 2010 - Present
Wachovia, A Wells Fargo Company April 1999 - September 2009
Skills
Estate Planning, Investment Advisory, Insurance Planning, Financial Planners, Investments, Insurance, Strategic Financial..., Asset Allocation, Series 7, Wealth Management, Retirement Planning, Wealth, Asset Managment, Financial Advisory, Mutual Funds, Trust Services, 401k, Retirement, High Net Worth..., Alternative Investments, Fixed Annuities, Strategic Planning, Investment Strategies, Trusts, Securities, Commercial Banking, Portfolio Management, Series 63, Wealth Management..., Banking, Private Banking, Financial Services, Long-term Care, Investment Management, Executive Management
Education
University of South Florida 1980 — 1983
Bachelor of Arts, Finance
Chris Lyles Chris Lyles's Wachovia, A Wells Fargo Company Experience 2000 - 2009
Job Operational Risk Manager with Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo October 2000 - Present
Wells Fargo Securities October 2000 - Present
Wachovia, A Wells Fargo Company 2000 - 2009
Education
University of South Carolina-Columbia 1992 — 1996
Wells Fargo October 2000 - Present
Wells Fargo Securities October 2000 - Present
Wachovia, A Wells Fargo Company 2000 - 2009
Education
University of South Carolina-Columbia 1992 — 1996
Lesa Pagnotta Lesa Pagnotta's Wachovia, A Wells Fargo Company Experience February 2004 - September 2007
Job Vice President at BB&T
Industry Financial Services
Experience
BB&T September 2007 - Present
Wachovia, A Wells Fargo Company February 2004 - September 2007
Bank of America June 1998 - January 2004
City of West Palm Beach May 1994 - October 1996
Skills
Commercial Lending, Mortgage Lending, Commercial Mortgages, Strategic Financial..., Credit Risk, Finance, Treasury Management, Credit, Loans, Credit Analysis, Team Building, Relationship Management
Education
Wake Forest University 2012 — 2014
BB&T Banking School program, Banking and Financial Support Services
University of South Florida 1992 — 1994
M.P.A, Management - Public Policy Analysis
University of South Florida 1989 — 1992
B.A., History
BB&T September 2007 - Present
Wachovia, A Wells Fargo Company February 2004 - September 2007
Bank of America June 1998 - January 2004
City of West Palm Beach May 1994 - October 1996
Skills
Commercial Lending, Mortgage Lending, Commercial Mortgages, Strategic Financial..., Credit Risk, Finance, Treasury Management, Credit, Loans, Credit Analysis, Team Building, Relationship Management
Education
Wake Forest University 2012 — 2014
BB&T Banking School program, Banking and Financial Support Services
University of South Florida 1992 — 1994
M.P.A, Management - Public Policy Analysis
University of South Florida 1989 — 1992
B.A., History
Dre Dantzler Dre Dantzler's Wachovia, A Wells Fargo Company Experience September 1998 - March 2000
Job Marketing Programs Manager at Colonial Life
Industry Insurance
Experience
Colonial Life February 2015 - Present
Colonial Life November 2012 - Present
Colonial Life September 2002 - October 2012
Wachovia Bank July 2001 - August 2002
Wachovia, A Wells Fargo Company September 1998 - March 2000
Wachovia, A Wells Fargo Company January 1998 - August 1998
Skills
Microsoft Office, Leadership, Health Insurance, Insurance, Employee Benefits, Customer Service, Outlook, Customer Satisfaction, Sales, Account Management, Disability Insurance, Public Speaking, Microsoft Excel, Microsoft Word, Software Documentation, PowerPoint, Term Life Insurance, Life Insurance, Whole Life, Health Savings Accounts, Long-term Care, Marketing, Management, Communication
Education
University of South Carolina 1993 — 1998
B.A., English
University of South Carolina 1993 — 1998
Bachelor of Arts, English Studies
University of South Carolina-Columbia 1993 — 1998
SC Bachelor's of Art, English
Colonial Life February 2015 - Present
Colonial Life November 2012 - Present
Colonial Life September 2002 - October 2012
Wachovia Bank July 2001 - August 2002
Wachovia, A Wells Fargo Company September 1998 - March 2000
Wachovia, A Wells Fargo Company January 1998 - August 1998
Skills
Microsoft Office, Leadership, Health Insurance, Insurance, Employee Benefits, Customer Service, Outlook, Customer Satisfaction, Sales, Account Management, Disability Insurance, Public Speaking, Microsoft Excel, Microsoft Word, Software Documentation, PowerPoint, Term Life Insurance, Life Insurance, Whole Life, Health Savings Accounts, Long-term Care, Marketing, Management, Communication
Education
University of South Carolina 1993 — 1998
B.A., English
University of South Carolina 1993 — 1998
Bachelor of Arts, English Studies
University of South Carolina-Columbia 1993 — 1998
SC Bachelor's of Art, English
Stefanie (Norman) Harness Stefanie (Norman) Harness's Wachovia, A Wells Fargo Company Experience October 2010 - July 2011
Job Senior Technical Recruiter at Synergis
Industry Staffing and Recruiting
Experience
Synergis January 2015 - Present
3P Resources March 2014 - December 2014
Randstad Engineering US July 2011 - March 2014
Wachovia, A Wells Fargo Company October 2010 - July 2011
DICK'S Sporting Goods August 2008 - October 2010
Skills
Recruiting, Applicant Tracking..., Temporary Placement, Technical Recruiting, Interviews, Contract Recruitment, Benefits Negotiation, Internet Recruiting, Engineering, Screening, College Recruiting, Sourcing, Training, Talent Acquisition, Sales, Screening Resumes, Social Media, Temporary Staffing, Staffing Services, Customer Service, Networking, Cold Calling, Contract Negotiation, Talent Management, Hiring, Employee Relations, Account Management, Executive Search, Databases, Human Resources, Resume Writing, Interview Preparation, Candidate Generation, Employee Training, Information Technology, IT Recruitment
Education
University of South Carolina-Columbia 2004 — 2008
Bachelor, Sport & Entertainment Mgmt
Synergis January 2015 - Present
3P Resources March 2014 - December 2014
Randstad Engineering US July 2011 - March 2014
Wachovia, A Wells Fargo Company October 2010 - July 2011
DICK'S Sporting Goods August 2008 - October 2010
Skills
Recruiting, Applicant Tracking..., Temporary Placement, Technical Recruiting, Interviews, Contract Recruitment, Benefits Negotiation, Internet Recruiting, Engineering, Screening, College Recruiting, Sourcing, Training, Talent Acquisition, Sales, Screening Resumes, Social Media, Temporary Staffing, Staffing Services, Customer Service, Networking, Cold Calling, Contract Negotiation, Talent Management, Hiring, Employee Relations, Account Management, Executive Search, Databases, Human Resources, Resume Writing, Interview Preparation, Candidate Generation, Employee Training, Information Technology, IT Recruitment
Education
University of South Carolina-Columbia 2004 — 2008
Bachelor, Sport & Entertainment Mgmt
Tony Recupero Tony Recupero's Wachovia, A Wells Fargo Company Experience July 1988 - October 2008
Job Owner at CMA Health Agency
Industry Financial Services
Experience
CMA Health Agency January 2013 - Present
Complete Medigap Advisors inc. December 2010 - Present
Complete Insurance Advisors, Inc. November 2010 - December 2011
Full Sail Mortgage September 2009 - May 2010
Wachovia, A Wells Fargo Company July 1988 - October 2008
SouthTrust Mortgage January 2003 - 2005
Skills
Medicare Supplements, Insurance, Fixed Annuities, Long-term Care, Term Life Insurance, Health Insurance, Sales Management, Medicare, Life Insurance, Brokers, Mortgage Lending, Strategic Financial..., Whole Life, Sales, Long Term Care Insurance, Small Business, Retirement, IRAs, Retirement Planning, Critical Illness, Estate Planning, Universal Life
Education
University of South Florida 1985 — 1987
Business Finance
CMA Health Agency January 2013 - Present
Complete Medigap Advisors inc. December 2010 - Present
Complete Insurance Advisors, Inc. November 2010 - December 2011
Full Sail Mortgage September 2009 - May 2010
Wachovia, A Wells Fargo Company July 1988 - October 2008
SouthTrust Mortgage January 2003 - 2005
Skills
Medicare Supplements, Insurance, Fixed Annuities, Long-term Care, Term Life Insurance, Health Insurance, Sales Management, Medicare, Life Insurance, Brokers, Mortgage Lending, Strategic Financial..., Whole Life, Sales, Long Term Care Insurance, Small Business, Retirement, IRAs, Retirement Planning, Critical Illness, Estate Planning, Universal Life
Education
University of South Florida 1985 — 1987
Business Finance
Mark Spence Mark Spence's Wachovia, A Wells Fargo Company Experience 2000 - 2005
Job Owner of Integrity Financial Services
Industry Financial Services
Experience
Integrity Financial Services Inc. January 2005 - Present
Wachovia, A Wells Fargo Company 2000 - 2005
Skills
Team Building, Marketing, Loans, Sales Management, Mortgage Banking, Banking, Loan Origination, Credit, Finance, Refinance, FHA, Mortgage Lending, Financial Services, Leadership, Residential Mortgages, Financial Analysis, Sales, Selling, Underwriting
Education
University of South Florida 1994 — 1998
Integrity Financial Services Inc. January 2005 - Present
Wachovia, A Wells Fargo Company 2000 - 2005
Skills
Team Building, Marketing, Loans, Sales Management, Mortgage Banking, Banking, Loan Origination, Credit, Finance, Refinance, FHA, Mortgage Lending, Financial Services, Leadership, Residential Mortgages, Financial Analysis, Sales, Selling, Underwriting
Education
University of South Florida 1994 — 1998
Debbi Suddarth Debbi Suddarth's Wachovia, A Wells Fargo Company Experience January 2008 - October 2008
Job Owner, Equity Wave Lending
Industry Financial Services
Experience
Equity Wave Lending September 2010 - Present
Dreamland Homes & Investments, LLC January 2009 - September 2010
Wachovia, A Wells Fargo Company January 2008 - October 2008
WaMu/ Long Beach Mortgage 1993 - 2007
Education
University of Southern California 1987 — 1991
Bachelor of Arts, Communications
Equity Wave Lending September 2010 - Present
Dreamland Homes & Investments, LLC January 2009 - September 2010
Wachovia, A Wells Fargo Company January 2008 - October 2008
WaMu/ Long Beach Mortgage 1993 - 2007
Education
University of Southern California 1987 — 1991
Bachelor of Arts, Communications
Christopher Mcclure Christopher Mcclure's Wachovia, A Wells Fargo Company Experience April 2005 - December 2009
Job Regional Bank Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank January 2010 - Present
Wachovia, A Wells Fargo Company April 2005 - December 2009
Skills
Financial Analysis, Loans, Commercial Lending, Credit Analysis, Banking, Credit, Investments, Retirement Planning, Small Business Lending, Consumer Lending, Securities, Series 6, Series 63, Mutual Funds, Portfolio Management, Retirement, Fixed Annuities, Lines Of Credit, Finance, Insurance, Financial Services, Underwriting, Wealth Management
Education
University of South Carolina-Columbia 1991 — 1997
business, psychology
Wells Fargo Bank January 2010 - Present
Wachovia, A Wells Fargo Company April 2005 - December 2009
Skills
Financial Analysis, Loans, Commercial Lending, Credit Analysis, Banking, Credit, Investments, Retirement Planning, Small Business Lending, Consumer Lending, Securities, Series 6, Series 63, Mutual Funds, Portfolio Management, Retirement, Fixed Annuities, Lines Of Credit, Finance, Insurance, Financial Services, Underwriting, Wealth Management
Education
University of South Carolina-Columbia 1991 — 1997
business, psychology
Doug Elgin Doug Elgin's Wachovia, A Wells Fargo Company Experience August 1992 - October 1993
Job Specialty Sales Associate at Sanofi
Industry Pharmaceuticals
Experience
sanofi-aventis April 1999 - Present
NewSouth Communications July 1998 - April 1999
Enterprise Rent-A-Car October 1993 - June 1998
Wachovia, A Wells Fargo Company August 1992 - October 1993
Skills
Allergy, Pharmaceutical Sales, Endocrinology, Pulmonology, Diabetes, Rheumatology, Osteoporosis, Sleep Disorders, Sales Management, Sales Effectiveness
Education
University of South Carolina-Columbia 1987 — 1991
B.A., Political Science, Criminal Justice
sanofi-aventis April 1999 - Present
NewSouth Communications July 1998 - April 1999
Enterprise Rent-A-Car October 1993 - June 1998
Wachovia, A Wells Fargo Company August 1992 - October 1993
Skills
Allergy, Pharmaceutical Sales, Endocrinology, Pulmonology, Diabetes, Rheumatology, Osteoporosis, Sleep Disorders, Sales Management, Sales Effectiveness
Education
University of South Carolina-Columbia 1987 — 1991
B.A., Political Science, Criminal Justice
Elli Thermos's Wachovia, A Wells Fargo Company Experience 2006 - 2009
Job Division Manager JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase 2009 - Present
Wachovia, A Wells Fargo Company 2006 - 2009
Bank of America 1994 - 2006
Education
USC
Bachelors of Science, Business - Finance
JPMorgan Chase 2009 - Present
Wachovia, A Wells Fargo Company 2006 - 2009
Bank of America 1994 - 2006
Education
USC
Bachelors of Science, Business - Finance
Mark J. Phillips Mark J. Phillips's Wachovia, A Wells Fargo Company Experience January 2006 - January 2008
Job Vice President Marine at Liberty International Underwriters
Industry Insurance
Experience
Liberty International Underwriters July 2011 - Present
Allianz Global Corporate and Specialty January 2008 - July 2011
Wachovia, A Wells Fargo Company January 2006 - January 2008
American International Group May 1996 - January 2006
Skills
Ocean Marine, Maritime, Casualty, Workers Compensation, Insurance, Liability, Commercial Insurance, General Insurance, Property & Casualty..., Risk Management, Legal Liability, Inland Marine, Brokers, Reinsurance, Underwriting, Commercial Lines, Casualty Insurance, Cargo Insurance
Education
University of South Florida 1988 — 1993
BA, Political Science
Liberty International Underwriters July 2011 - Present
Allianz Global Corporate and Specialty January 2008 - July 2011
Wachovia, A Wells Fargo Company January 2006 - January 2008
American International Group May 1996 - January 2006
Skills
Ocean Marine, Maritime, Casualty, Workers Compensation, Insurance, Liability, Commercial Insurance, General Insurance, Property & Casualty..., Risk Management, Legal Liability, Inland Marine, Brokers, Reinsurance, Underwriting, Commercial Lines, Casualty Insurance, Cargo Insurance
Education
University of South Florida 1988 — 1993
BA, Political Science
Omar A. Dingle Omar A. Dingle's Wachovia, A Wells Fargo Company Experience June 2007 - July 2010
Job Proper planning prevents poor performance
Industry Banking
Experience
TD August 2013 - Present
TD January 2013 - August 2013
TD July 2011 - January 2013
Sovereign Bank July 2010 - August 2011
Wachovia, A Wells Fargo Company June 2007 - July 2010
The Vanguard Group June 2005 - January 2007
Walmart June 2003 - July 2004
Skills
Series 6, Outlook, Access, PowerPoint, Excel, Customer Service, Investments, Word, Mutual Funds, Series 63, Banking, Bonds, Loans, Small Business Lending, Credit Analysis, Cross Selling, Management, Fixed Annuities, Finance, Microsoft Word, Credit, Small Business, Life Insurance, Sales, Consumer Lending, Microsoft Excel
Education
University of South Carolina-Columbia 1998 — 2003
Bachelors, Retail Management and Business Admnistration
TD August 2013 - Present
TD January 2013 - August 2013
TD July 2011 - January 2013
Sovereign Bank July 2010 - August 2011
Wachovia, A Wells Fargo Company June 2007 - July 2010
The Vanguard Group June 2005 - January 2007
Walmart June 2003 - July 2004
Skills
Series 6, Outlook, Access, PowerPoint, Excel, Customer Service, Investments, Word, Mutual Funds, Series 63, Banking, Bonds, Loans, Small Business Lending, Credit Analysis, Cross Selling, Management, Fixed Annuities, Finance, Microsoft Word, Credit, Small Business, Life Insurance, Sales, Consumer Lending, Microsoft Excel
Education
University of South Carolina-Columbia 1998 — 2003
Bachelors, Retail Management and Business Admnistration
richard mattox richard mattox's Wachovia, A Wells Fargo Company Experience March 2008 - July 2011
Job VP Infrastructure Services at ITPeopleNetwork
Industry Financial Services
Experience
ITPeopleNetwork January 2014 - Present
Wachovia, A Wells Fargo Company March 2008 - July 2011
Wachovia Bank, NA February 2001 - February 2008
Skills
Banking, Risk Management, Vendor Management, Portfolio Management, Process Improvement, Financial Services, Disaster Recovery, Financial Management..., Cost Reduction..., Cost Reduction..., Cost Reduction..., Leadership Development, Cross-functional Team..., Infrastructure, Leadership, Business Analysis
Education
University of South Carolina-Columbia
Computer Science
ITPeopleNetwork January 2014 - Present
Wachovia, A Wells Fargo Company March 2008 - July 2011
Wachovia Bank, NA February 2001 - February 2008
Skills
Banking, Risk Management, Vendor Management, Portfolio Management, Process Improvement, Financial Services, Disaster Recovery, Financial Management..., Cost Reduction..., Cost Reduction..., Cost Reduction..., Leadership Development, Cross-functional Team..., Infrastructure, Leadership, Business Analysis
Education
University of South Carolina-Columbia
Computer Science
Karen Yakubec Karen Yakubec's Wachovia, A Wells Fargo Company Experience 2006 - January 2013
Job Business Training Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo November 2012 - Present
Wachovia, A Wells Fargo Company 2006 - January 2013
Fifth Third Bank March 2010 - January 2011
Wachovia Bank August 2006 - March 2010
Skills
Consumer Lending, Credit, Loans, Finance, Loan Origination, Commercial Lending, Commercial Banking, Mortgage Lending, Small Business Lending
Education
University of South Florida
Wells Fargo November 2012 - Present
Wachovia, A Wells Fargo Company 2006 - January 2013
Fifth Third Bank March 2010 - January 2011
Wachovia Bank August 2006 - March 2010
Skills
Consumer Lending, Credit, Loans, Finance, Loan Origination, Commercial Lending, Commercial Banking, Mortgage Lending, Small Business Lending
Education
University of South Florida
Tiffany Miranda's Wachovia, A Wells Fargo Company Experience December 2009 - March 2014
Job EBusiness Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2015 - Present
Wells Fargo March 2014 - September 2015
Wachovia, A Wells Fargo Company December 2009 - March 2014
Wachovia, A Wells Fargo Company October 2007 - December 2009
Wachovia, A Wells Fargo Company September 2006 - October 2007
Skills
Banking, Analytics, Fraud Detection, Online Fraud, Fraud Claims, Research, Process Improvement, Risk Management, Customer Experience, Customer Service, Fraud, Finance, Integration, Management, Leadership, Business Analysis, Vendor Management, Analysis, Financial Services
Education
University of Phoenix 2006 — 2008
Bachelors of Science, Business Management
University of South Carolina-Columbia 1997 — 1999
Wells Fargo September 2015 - Present
Wells Fargo March 2014 - September 2015
Wachovia, A Wells Fargo Company December 2009 - March 2014
Wachovia, A Wells Fargo Company October 2007 - December 2009
Wachovia, A Wells Fargo Company September 2006 - October 2007
Skills
Banking, Analytics, Fraud Detection, Online Fraud, Fraud Claims, Research, Process Improvement, Risk Management, Customer Experience, Customer Service, Fraud, Finance, Integration, Management, Leadership, Business Analysis, Vendor Management, Analysis, Financial Services
Education
University of Phoenix 2006 — 2008
Bachelors of Science, Business Management
University of South Carolina-Columbia 1997 — 1999
David Monosiet David Monosiet's Wachovia, A Wells Fargo Company Experience March 2007 - May 2011
Job Financial Analyst
Industry Venture Capital & Private Equity
Experience
Starwood Land Ventures April 2015 - Present
Deloitte September 2013 - April 2015
University of South Florida September 2012 - May 2013
Deloitte June 2012 - July 2012
University of South Florida January 2011 - May 2012
Wachovia, A Wells Fargo Company March 2007 - May 2011
Skills
Access, Microsoft Excel, PowerPoint, Financial Analysis, Accounting, QuickBooks, General Ledger, Financial Accounting, Accounts Payable, Financial Reporting, Auditing, Outlook, Financial Statements, Account Reconciliation, Tax, Payroll, GAAP, Tax Preparation, Analysis, Microsoft Office, Internal Controls, Microsoft Word, Bookkeeping, Data Analysis, Teamwork, Tax Accounting, Corporate Tax, Income Tax, Finance, Accounts Receivable, Spreadsheets, US GAAP, Budgets, Sarbanes-Oxley Act, Leadership, Independent Financial..., Economic Research
Education
University of South Florida 2012 — 2013
Masters, Accounting
State College of Florida
University of South Florida - College of Business Administration
Bachelor's degree, Accounting, 3.93 GPA
Starwood Land Ventures April 2015 - Present
Deloitte September 2013 - April 2015
University of South Florida September 2012 - May 2013
Deloitte June 2012 - July 2012
University of South Florida January 2011 - May 2012
Wachovia, A Wells Fargo Company March 2007 - May 2011
Skills
Access, Microsoft Excel, PowerPoint, Financial Analysis, Accounting, QuickBooks, General Ledger, Financial Accounting, Accounts Payable, Financial Reporting, Auditing, Outlook, Financial Statements, Account Reconciliation, Tax, Payroll, GAAP, Tax Preparation, Analysis, Microsoft Office, Internal Controls, Microsoft Word, Bookkeeping, Data Analysis, Teamwork, Tax Accounting, Corporate Tax, Income Tax, Finance, Accounts Receivable, Spreadsheets, US GAAP, Budgets, Sarbanes-Oxley Act, Leadership, Independent Financial..., Economic Research
Education
University of South Florida 2012 — 2013
Masters, Accounting
State College of Florida
University of South Florida - College of Business Administration
Bachelor's degree, Accounting, 3.93 GPA
Chad Towne Chad Towne's Wachovia, A Wells Fargo Company Experience June 2010 - Present
Job Personal Banker at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company June 2010 - Present
South Carolina Federal Credit Union October 2007 - December 2009
South Carolina Mortgage Investments May 2006 - September 2007
North Carolina Mortgage Funding January 2006 - May 2006
All Seasons Hardware May 2002 - December 2005
Education
University of South Carolina-Columbia 1997 — 2001
B.S.
Wachovia, A Wells Fargo Company June 2010 - Present
South Carolina Federal Credit Union October 2007 - December 2009
South Carolina Mortgage Investments May 2006 - September 2007
North Carolina Mortgage Funding January 2006 - May 2006
All Seasons Hardware May 2002 - December 2005
Education
University of South Carolina-Columbia 1997 — 2001
B.S.
Bill Vandeven's Wachovia, A Wells Fargo Company Experience 2000 - 2007
Job Vice President, SBA Lending Specialist at HomeBanc
Industry Banking
Experience
BankUnited March 2007 - February 2015
Wachovia, A Wells Fargo Company 2000 - 2007
Morgan Stanley 1999 - 2000
Skills
Lines Of Credit, Small Business Lending, Commercial Lending, Commercial Banking, Loans, Consumer Lending, Commercial Mortgages, Banking, Finance, Credit, Credit Analysis, Small Business, Cash Flow, Banking Relationships, Loan Origination, Refinance, Retail Banking
Education
University of South Florida 1987 — 1989
Bachelor of Arts (B.A.), History & Finance
Carmel HS 1979 — 1983
Western Illinois University
Western Illinois University
BankUnited March 2007 - February 2015
Wachovia, A Wells Fargo Company 2000 - 2007
Morgan Stanley 1999 - 2000
Skills
Lines Of Credit, Small Business Lending, Commercial Lending, Commercial Banking, Loans, Consumer Lending, Commercial Mortgages, Banking, Finance, Credit, Credit Analysis, Small Business, Cash Flow, Banking Relationships, Loan Origination, Refinance, Retail Banking
Education
University of South Florida 1987 — 1989
Bachelor of Arts (B.A.), History & Finance
Carmel HS 1979 — 1983
Western Illinois University
Western Illinois University
Brian Weiner's Wachovia, A Wells Fargo Company Experience November 1994 - June 2003
Job Senior Product Manager
Industry Banking
Experience
MUFG Americas October 2013 - Present
SunTrust Bank June 2003 - October 2013
Wachovia, A Wells Fargo Company November 1994 - June 2003
Skills
Treasury Management, Treasury, Banking, Lockbox, Product Management, ACH, Operations Management, Risk Management, Commercial Banking, Portfolio Management, Cash Management, Financial Services, Credit, Payments, Management, Relationship Management, Mergers & Acquisitions
Education
University of South Florida 1984 — 1988
Bachelors, Mass Communications
SouthWest Miami High School
MUFG Americas October 2013 - Present
SunTrust Bank June 2003 - October 2013
Wachovia, A Wells Fargo Company November 1994 - June 2003
Skills
Treasury Management, Treasury, Banking, Lockbox, Product Management, ACH, Operations Management, Risk Management, Commercial Banking, Portfolio Management, Cash Management, Financial Services, Credit, Payments, Management, Relationship Management, Mergers & Acquisitions
Education
University of South Florida 1984 — 1988
Bachelors, Mass Communications
SouthWest Miami High School
Tony Hodges's Wachovia, A Wells Fargo Company Experience January 2000 - December 2004
Job VP at Wells Fargo Bank, A Wells Fargo Company
Industry Investment Banking
Experience
Wells Fargo Bank December 2004 - Present
Wachovia, A Wells Fargo Company January 2000 - December 2004
Vanguard 1999 - 2000
Skills
Interest Rate..., Credit Derivatives, Swaps, Trading Systems, Calypso, Back Office, Banking, Capital Markets, Derivatives, Financial Modeling, Fixed Income, Settlement, Investment Banking, Bonds
Education
University of South Carolina-Columbia 1995 — 1998
BA, Major:Economics Minor:Finance
University of South Carolina Upstate 1992 — 1995
Accounting
Wells Fargo Bank December 2004 - Present
Wachovia, A Wells Fargo Company January 2000 - December 2004
Vanguard 1999 - 2000
Skills
Interest Rate..., Credit Derivatives, Swaps, Trading Systems, Calypso, Back Office, Banking, Capital Markets, Derivatives, Financial Modeling, Fixed Income, Settlement, Investment Banking, Bonds
Education
University of South Carolina-Columbia 1995 — 1998
BA, Major:Economics Minor:Finance
University of South Carolina Upstate 1992 — 1995
Accounting
Karen Gormon's Wachovia, A Wells Fargo Company Experience August 2010 - October 2012
Job Sr. BusinessAnalyst at VGT
Industry Gambling & Casinos
Experience
VGT an Aristocrat Company October 2012 - Present
Wachovia, A Wells Fargo Company August 2010 - October 2012
Wells Fargo 2010 - 2012
Wells Fargo 2010 - 2012
Wells Fargo 2010 - 2012
TEKsystems 2009 - September 2010
J P Morgan Chase June 2009 - August 2009
Prommis Solutions LLC March 2007 - April 2009
GE Money - Americas October 2004 - 2007
GE 2004 - 2007
Skills
Requirements Analysis, Process Improvement, Vendor Management, User Acceptance Testing, SDLC, Business Process..., Technical Requirements, Business Analysis, Risk Management, Visio, Requirements Gathering
Education
University of South Florida 1986 — 1989
VGT an Aristocrat Company October 2012 - Present
Wachovia, A Wells Fargo Company August 2010 - October 2012
Wells Fargo 2010 - 2012
Wells Fargo 2010 - 2012
Wells Fargo 2010 - 2012
TEKsystems 2009 - September 2010
J P Morgan Chase June 2009 - August 2009
Prommis Solutions LLC March 2007 - April 2009
GE Money - Americas October 2004 - 2007
GE 2004 - 2007
Skills
Requirements Analysis, Process Improvement, Vendor Management, User Acceptance Testing, SDLC, Business Process..., Technical Requirements, Business Analysis, Risk Management, Visio, Requirements Gathering
Education
University of South Florida 1986 — 1989
Rachel Obenreder's Wachovia, A Wells Fargo Company Experience December 2007 - July 2008
Job Scheduler Business Continuity and Resiliency Services at IBM
Industry Information Technology and Services
Experience
IBM August 2008 - Present
Wachovia, A Wells Fargo Company December 2007 - July 2008
University of South Florida, International Affairs August 2006 - July 2008
University of South Florida August 2006 - December 2006
Prudential Tropical Realty May 2006 - August 2006
Skills
Public Relations, Customer Service
Education
University of South Florida 2006 — 2008
MBA, Finance, Marketing, Management & International Business
University of South Florida 2002 — 2006
IBM August 2008 - Present
Wachovia, A Wells Fargo Company December 2007 - July 2008
University of South Florida, International Affairs August 2006 - July 2008
University of South Florida August 2006 - December 2006
Prudential Tropical Realty May 2006 - August 2006
Skills
Public Relations, Customer Service
Education
University of South Florida 2006 — 2008
MBA, Finance, Marketing, Management & International Business
University of South Florida 2002 — 2006
Christie Balmert's Wachovia, A Wells Fargo Company Experience April 2008 - Present
Job Client Management Associate Legal Specialty Wealth Managment
Industry Financial Services
Experience
Wachovia, A Wells Fargo Company April 2008 - Present
Wells Fargo Private Bank 2008 - Present
Atlanta Braves 2005 - Present
Wachovia, A Wells Fargo Company January 2003 - April 2008
Wachovia, A Wells Fargo Company October 1995 - January 2003
Education
University of South Carolina-Columbia
University of Toledo
Wachovia, A Wells Fargo Company April 2008 - Present
Wells Fargo Private Bank 2008 - Present
Atlanta Braves 2005 - Present
Wachovia, A Wells Fargo Company January 2003 - April 2008
Wachovia, A Wells Fargo Company October 1995 - January 2003
Education
University of South Carolina-Columbia
University of Toledo
Kimyotti McKnight's Wachovia, A Wells Fargo Company Experience April 2008 - December 2008
Job Business Process Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2010 - Present
Wells Fargo Advisors January 2009 - September 2010
Wachovia, A Wells Fargo Company April 2008 - December 2008
Wachovia November 2004 - April 2008
Education
University of South Carolina-Columbia
Wells Fargo Advisors September 2010 - Present
Wells Fargo Advisors January 2009 - September 2010
Wachovia, A Wells Fargo Company April 2008 - December 2008
Wachovia November 2004 - April 2008
Education
University of South Carolina-Columbia
Dennis Puttick's Wachovia, A Wells Fargo Company Experience February 2009 - Present
Job BUSINESS DEVELOPMENT LEADER IN SALES AND FINANCIAL SERVICES
Industry Executive Office
Experience
Wachovia a Wells Fargo Company February 2009 - Present
Bank of America 2000 - 2008
Bank of America March 1982 - September 2007
Sales Management Consulting March 1982 - September 2007
Bank of America January 2003 - August 2007
Nationsbank January 1987 - December 2003
Education
University of South Florida 1983 — 1988
Wachovia a Wells Fargo Company February 2009 - Present
Bank of America 2000 - 2008
Bank of America March 1982 - September 2007
Sales Management Consulting March 1982 - September 2007
Bank of America January 2003 - August 2007
Nationsbank January 1987 - December 2003
Education
University of South Florida 1983 — 1988
Shannon Virtue's Wachovia, A Wells Fargo Company Experience April 2009 - November 2009
Job Communications Specialist
Industry Public Relations and Communications
Experience
Wachovia, A Wells Fargo Company April 2009 - November 2009
Wachovia, A Wells Fargo Company May 2006 - April 2009
Datastream April 2005 - April 2006
Wachovia, A Wells Fargo Company September 1998 - March 2005
Education
University of South Carolina-Columbia 1991 — 1995
WADE HAMPTON HIGH
Wachovia, A Wells Fargo Company April 2009 - November 2009
Wachovia, A Wells Fargo Company May 2006 - April 2009
Datastream April 2005 - April 2006
Wachovia, A Wells Fargo Company September 1998 - March 2005
Education
University of South Carolina-Columbia 1991 — 1995
WADE HAMPTON HIGH
Mark Wortmann's Wachovia, A Wells Fargo Company Experience April 2007 - July 2008
Job VP at Bank of the West Real Estate Industries Division
Industry Real Estate
Experience
Real Estate Industries Division February 2011 - Present
Osprey Real Estate Capital August 2008 - September 2010
Wachovia, A Wells Fargo Company April 2007 - July 2008
HSBC 2004 - 2007
Union Bank 2000 - 2004
Mellon Bank 1999 - 2000
Education
University of Southern California 2000 — 2003
MBA, Real Estate
University of Southern California - Marshall School of Business 2000 — 2003
MBA/MRED, Business Real Estate
Real Estate Industries Division February 2011 - Present
Osprey Real Estate Capital August 2008 - September 2010
Wachovia, A Wells Fargo Company April 2007 - July 2008
HSBC 2004 - 2007
Union Bank 2000 - 2004
Mellon Bank 1999 - 2000
Education
University of Southern California 2000 — 2003
MBA, Real Estate
University of Southern California - Marshall School of Business 2000 — 2003
MBA/MRED, Business Real Estate
Jo Lucas's Wachovia, A Wells Fargo Company Experience April 1997 - December 2001
Job Implementation Risk Manager at Wachovia
Industry Banking
Experience
Wachovia January 2009 - Present
Wachovia November 2001 - January 2009
Wachovia, A Wells Fargo Company April 1997 - December 2001
Wachovia, A Wells Fargo Company March 1993 - April 1997
Wachovia, A Wells Fargo Company July 1979 - March 1993
Education
University of South Carolina-Columbia 1975 — 1979
BA, Accounting
Wachovia January 2009 - Present
Wachovia November 2001 - January 2009
Wachovia, A Wells Fargo Company April 1997 - December 2001
Wachovia, A Wells Fargo Company March 1993 - April 1997
Wachovia, A Wells Fargo Company July 1979 - March 1993
Education
University of South Carolina-Columbia 1975 — 1979
BA, Accounting
Susanne Omran's Wachovia, A Wells Fargo Company Experience 2006 - 2009
Job Quality Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2009 - Present
Wachovia Settlement Services 2006 - 2009
Wachovia, A Wells Fargo Company 2006 - 2009
Skills
Risk Management, Compliance, Team Building, Leadership
Education
University of South Florida
AA, Liberal Arts
JPMorgan Chase September 2009 - Present
Wachovia Settlement Services 2006 - 2009
Wachovia, A Wells Fargo Company 2006 - 2009
Skills
Risk Management, Compliance, Team Building, Leadership
Education
University of South Florida
AA, Liberal Arts
Elliott Marks's Wachovia, A Wells Fargo Company Experience September 2002 - March 2005
Job Field Supervision Director at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2008 - Present
Wachovia Securities 2005 - 2007
Wachovia, A Wells Fargo Company September 2002 - March 2005
Education
University of South Carolina-Columbia 1991 — 1995
International Studies
Edward Jones November 2008 - Present
Wachovia Securities 2005 - 2007
Wachovia, A Wells Fargo Company September 2002 - March 2005
Education
University of South Carolina-Columbia 1991 — 1995
International Studies
Michelle Baroody at work's Wachovia, A Wells Fargo Company Experience 2002 - 2004
Job Project Manager at Bank of America
Industry Banking
Experience
Bank of America February 2015 - Present
Bank of America August 2013 - January 2015
Bank of America April 2010 - July 2013
Bank of America July 2008 - March 2010
Bank of America 2006 - June 2008
Bank of America 2006 - 2006
Bank of America 2005 - 2006
Wachovia, A Wells Fargo Company 2002 - 2004
Marsh USA 1999 - 2002
Nationsbank (Bank of America) 1995 - 1999
Skills
Forecasting, Process Improvement, Financial Analysis, Risk Management, Strategy, Finance, Financial Modeling, Management, Leadership, Change Management, Budgets, Analysis, Six Sigma, Accounting, Integration, Human Resources, Access, Internal Audit, Software Documentation, Credit
Education
University of South Carolina-Columbia 1985 — 1989
BS, Business Administration
Bank of America February 2015 - Present
Bank of America August 2013 - January 2015
Bank of America April 2010 - July 2013
Bank of America July 2008 - March 2010
Bank of America 2006 - June 2008
Bank of America 2006 - 2006
Bank of America 2005 - 2006
Wachovia, A Wells Fargo Company 2002 - 2004
Marsh USA 1999 - 2002
Nationsbank (Bank of America) 1995 - 1999
Skills
Forecasting, Process Improvement, Financial Analysis, Risk Management, Strategy, Finance, Financial Modeling, Management, Leadership, Change Management, Budgets, Analysis, Six Sigma, Accounting, Integration, Human Resources, Access, Internal Audit, Software Documentation, Credit
Education
University of South Carolina-Columbia 1985 — 1989
BS, Business Administration
Judi Haghshenas's Wachovia, A Wells Fargo Company Experience 1984 - 2005
Job Report DeveloperCrystal at Sage Automotive Interiors
Industry Human Resources
Experience
Sage Automotive Interiors February 2010 - February 2013
Wachovial Bank December 2008 - April 2009
Hewitt Associates November 2005 - October 2008
Wachovia 1984 - 2005
Wachovia, A Wells Fargo Company 1984 - 2005
Skills
SQL, Requirements Analysis, Microstrategy, Cognos, Access
Education
University of South Florida 1976 — 1980
Masters, Organizational Development
Sage Automotive Interiors February 2010 - February 2013
Wachovial Bank December 2008 - April 2009
Hewitt Associates November 2005 - October 2008
Wachovia 1984 - 2005
Wachovia, A Wells Fargo Company 1984 - 2005
Skills
SQL, Requirements Analysis, Microstrategy, Cognos, Access
Education
University of South Florida 1976 — 1980
Masters, Organizational Development
Bettina Klumpp's Wachovia, A Wells Fargo Company Experience June 1990 - Present
Job Recruiting Consultant, Wachovia Bank, A Wells Fargo Company
Industry Banking
Experience
Wachovia and Wells Fargo April 2010 - Present
Wachovia, A Wells Fargo Company June 1990 - Present
SouthTrust Bank June 1990 - January 2004
Education
University of South Florida
Wachovia and Wells Fargo April 2010 - Present
Wachovia, A Wells Fargo Company June 1990 - Present
SouthTrust Bank June 1990 - January 2004
Education
University of South Florida
Julia Davenport Engel's Wachovia, A Wells Fargo Company Experience June 1998 - February 2004
Job Technical Project Manager, Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities October 2010 - Present
Wells Fargo Securities February 2004 - Present
Wachovia, A Wells Fargo Company June 1998 - February 2004
Wachovia, A Wells Fargo Company February 1994 - June 1998
AMRESCO Institutional, Inc. a division of Bank of America August 1990 - February 1994
Education
University of South Carolina-Columbia
Major - Criminal Justice
Wells Fargo Securities October 2010 - Present
Wells Fargo Securities February 2004 - Present
Wachovia, A Wells Fargo Company June 1998 - February 2004
Wachovia, A Wells Fargo Company February 1994 - June 1998
AMRESCO Institutional, Inc. a division of Bank of America August 1990 - February 1994
Education
University of South Carolina-Columbia
Major - Criminal Justice
Gwynne Benson's Wachovia, A Wells Fargo Company Experience January 1978 - June 2002
Job CISA, Auditor at BlueCross BlueShield of SC
Industry Insurance
Experience
BlueCross BlueShield of South Carolina August 2014 - Present
First Citizens Bank and Trust Company, Inc. July 2002 - August 2014
Wachovia, A Wells Fargo Company January 1978 - June 2002
Skills
Sarbanes-Oxley Act, IT Audit, CISA, Internal Audit, Auditing, Internal Controls, Financial Risk, Financial Analysis, Accounting, Risk Management, Enterprise Risk..., Risk Assessment
Education
University of South Carolina-Columbia 1980 — 1984
BS, Finance-Business Administration
BlueCross BlueShield of South Carolina August 2014 - Present
First Citizens Bank and Trust Company, Inc. July 2002 - August 2014
Wachovia, A Wells Fargo Company January 1978 - June 2002
Skills
Sarbanes-Oxley Act, IT Audit, CISA, Internal Audit, Auditing, Internal Controls, Financial Risk, Financial Analysis, Accounting, Risk Management, Enterprise Risk..., Risk Assessment
Education
University of South Carolina-Columbia 1980 — 1984
BS, Finance-Business Administration
G Michael Smith, CFP®'s Wachovia, A Wells Fargo Company Experience January 2011 - April 2015
Job PNC Bank
Industry Banking
Experience
PNC April 2015 - Present
Wachovia, A Wells Fargo Company January 2011 - April 2015
BB&T June 2010 - January 2011
Regions Bank September 2000 - August 2009
Wachovia, A Wells Fargo Company April 1984 - September 2000
Skills
Uniform Combined State..., Series 7, Wealth Management, Fixed Annuities, Banking, Portfolio Management, Commercial Lending, Loans, Small Business Lending, Investments, Mutual Funds, Credit, Mortgage Lending, Commercial Banking, Consumer Lending, Credit Analysis
Education
University of South Florida 1979 — 1983
BA, Finance
Oak Ridge High School 1977 — 1979
PNC April 2015 - Present
Wachovia, A Wells Fargo Company January 2011 - April 2015
BB&T June 2010 - January 2011
Regions Bank September 2000 - August 2009
Wachovia, A Wells Fargo Company April 1984 - September 2000
Skills
Uniform Combined State..., Series 7, Wealth Management, Fixed Annuities, Banking, Portfolio Management, Commercial Lending, Loans, Small Business Lending, Investments, Mutual Funds, Credit, Mortgage Lending, Commercial Banking, Consumer Lending, Credit Analysis
Education
University of South Florida 1979 — 1983
BA, Finance
Oak Ridge High School 1977 — 1979
Jamie Hulse's Wachovia, A Wells Fargo Company Experience July 1998 - March 2011
Job Corporate Recruiter at Lowe's Companies, Inc.
Industry Human Resources
Experience
Lowe's Companies, Inc. August 2011 - Present
Bank of America May 2011 - August 2011
Wachovia, A Wells Fargo Company July 1998 - March 2011
Wofford College June 1996 - June 1998
Florida Lottery Department March 1991 - May 1994
Skills
SDLC, Employee Relations, Strategic Sourcing, Human Resources, Career Counseling, Employee Training, Recruiting, Talent Acquisition
Education
Wofford College
Bachelors of Arts, Government
University of South Florida
Bachelor of Arts, Public Relations
Lowe's Companies, Inc. August 2011 - Present
Bank of America May 2011 - August 2011
Wachovia, A Wells Fargo Company July 1998 - March 2011
Wofford College June 1996 - June 1998
Florida Lottery Department March 1991 - May 1994
Skills
SDLC, Employee Relations, Strategic Sourcing, Human Resources, Career Counseling, Employee Training, Recruiting, Talent Acquisition
Education
Wofford College
Bachelors of Arts, Government
University of South Florida
Bachelor of Arts, Public Relations
Rick Harmon's Wachovia, A Wells Fargo Company Experience 1980 - 1996
Job Capital Planning, SC Department of Administration
Industry Government Administration
Experience
SC Department of Administration July 2015 - Present
State of South Carolina September 2001 - June 2015
The South Financial Group 1998 - 2001
Wachovia, A Wells Fargo Company 1980 - 1996
Skills
Government, Policy, Policy Analysis, Public Speaking, Economic Development, Process Improvement, Public Policy, Program Management, Non-profits, Budgets, Legislative Relations, Strategic Planning, Strategic Communications, Nonprofits, Financial Analysis, Leadership, Fundraising, Community Development
Education
University of South Carolina-Columbia 1976 — 1980
SC Department of Administration July 2015 - Present
State of South Carolina September 2001 - June 2015
The South Financial Group 1998 - 2001
Wachovia, A Wells Fargo Company 1980 - 1996
Skills
Government, Policy, Policy Analysis, Public Speaking, Economic Development, Process Improvement, Public Policy, Program Management, Non-profits, Budgets, Legislative Relations, Strategic Planning, Strategic Communications, Nonprofits, Financial Analysis, Leadership, Fundraising, Community Development
Education
University of South Carolina-Columbia 1976 — 1980
WAYNE GOODWIN's Wachovia, A Wells Fargo Company Experience 1996 - 2008
Job BUSINESS BANKER at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation February 2009 - Present
Wachovia, A Wells Fargo Company 1996 - 2008
Wachovia, A Wells Fargo Company 1996 - 2008
Skills
Banking, Small Business Lending, Credit, Commercial Banking, Commercial Lending, Credit Analysis, Loans
Education
University of South Carolina-Columbia 1981 — 1985
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
Regions Financial Corporation February 2009 - Present
Wachovia, A Wells Fargo Company 1996 - 2008
Wachovia, A Wells Fargo Company 1996 - 2008
Skills
Banking, Small Business Lending, Credit, Commercial Banking, Commercial Lending, Credit Analysis, Loans
Education
University of South Carolina-Columbia 1981 — 1985
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
Jonathan Tuggle's Wachovia, A Wells Fargo Company Experience October 2007 - November 2012
Job Regional Bank Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo November 2012 - Present
Wachovia, A Wells Fargo Company October 2007 - November 2012
Northwestern Mutual May 2006 - October 2007
Skills
Loans, Credit, Banking, Mortgage Lending, Consumer Lending, Small Business Lending, Commercial Banking, Retail Banking, Loan Origination, Mortgage Banking, Investments, Wealth Management, Series 7, Lines Of Credit, Series 63, Cross Selling, Strategic Financial..., Series 65, NMLS Licensed, Life & Health Insurance..., Financial Services, Retirement Planning
Education
University of South Carolina-Columbia 2002 — 2006
Bachelors, Business Administration
University of South Carolina-Columbia 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo November 2012 - Present
Wachovia, A Wells Fargo Company October 2007 - November 2012
Northwestern Mutual May 2006 - October 2007
Skills
Loans, Credit, Banking, Mortgage Lending, Consumer Lending, Small Business Lending, Commercial Banking, Retail Banking, Loan Origination, Mortgage Banking, Investments, Wealth Management, Series 7, Lines Of Credit, Series 63, Cross Selling, Strategic Financial..., Series 65, NMLS Licensed, Life & Health Insurance..., Financial Services, Retirement Planning
Education
University of South Carolina-Columbia 2002 — 2006
Bachelors, Business Administration
University of South Carolina-Columbia 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Laura Varney's Wachovia, A Wells Fargo Company Experience December 2010 - June 2011
Job Outreach Specialist at CaptionCall
Industry Photography
Experience
CaptionCall August 2013 - Present
LVW Photo June 2012 - Present
Wells Fargo July 2011 - July 2012
Wachovia, A Wells Fargo Company December 2010 - June 2011
Wachovia, A Wells Fargo Company May 2008 - November 2010
Bank of America December 2007 - May 2008
Skills
Photography, Portrait Photography, Mortgage Lending, Lines Of Credit, Loan Origination, Fine Art, Loans, Credit Analysis, Banking, Retail Banking, Deposits, Credit, Consumer Lending, Fine Art Photography, Travel Photography, Small Business Lending, Loan Servicing, Commercial Banking, Customer Service, Microsoft Office, Community Outreach, Business Relationship..., Technical Support, Training & Development, Sales, Microsoft Excel, Public Speaking, Microsoft Word, Social Media, Team Building
Education
University of South Carolina-Columbia 2003 — 2006
Computer Science, Graphic Design
CaptionCall August 2013 - Present
LVW Photo June 2012 - Present
Wells Fargo July 2011 - July 2012
Wachovia, A Wells Fargo Company December 2010 - June 2011
Wachovia, A Wells Fargo Company May 2008 - November 2010
Bank of America December 2007 - May 2008
Skills
Photography, Portrait Photography, Mortgage Lending, Lines Of Credit, Loan Origination, Fine Art, Loans, Credit Analysis, Banking, Retail Banking, Deposits, Credit, Consumer Lending, Fine Art Photography, Travel Photography, Small Business Lending, Loan Servicing, Commercial Banking, Customer Service, Microsoft Office, Community Outreach, Business Relationship..., Technical Support, Training & Development, Sales, Microsoft Excel, Public Speaking, Microsoft Word, Social Media, Team Building
Education
University of South Carolina-Columbia 2003 — 2006
Computer Science, Graphic Design
Azmina Hashim's Wachovia, A Wells Fargo Company Experience August 2009 - December 2010
Job Business Analyst at Qmacs
Industry Information Technology and Services
Experience
Qmacs August 2012 - Present
Sage May 2011 - October 2011
Wachovia, A Wells Fargo Company August 2009 - December 2010
Skills
Banking, Finance, Business Analysis, SDLC, Visio, Microsoft Office, Financial Analysis, Microsoft Excel, Analysis, Data Analysis, Access
Education
University of South Florida - College of Business Administration 2007 — 2011
Bachelor of Science (B.S.), Management Information Systems
Qmacs August 2012 - Present
Sage May 2011 - October 2011
Wachovia, A Wells Fargo Company August 2009 - December 2010
Skills
Banking, Finance, Business Analysis, SDLC, Visio, Microsoft Office, Financial Analysis, Microsoft Excel, Analysis, Data Analysis, Access
Education
University of South Florida - College of Business Administration 2007 — 2011
Bachelor of Science (B.S.), Management Information Systems
Sandra Cotter's Wachovia, A Wells Fargo Company Experience June 2006 - December 2010
Job Project Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo January 2011 - Present
Wachovia, A Wells Fargo Company June 2006 - December 2010
Wachovia Bank, N.A./First Union Bank January 2004 - June 2006
Wachovia Bank, N.A/First Union Bank January 2002 - January 2004
First Union National Bank September 1991 - January 2002
Skills
Treasury Management, Product Management, Customer Relations, Customer Satisfaction, Problem Solving, Mergers, Banking, Operations Management, Business Analysis, Customer Service, Vendor Management, Process Improvement, Excel, Business Relationship..., Microsoft Office, Risk Mitigation, MS Project, Change Management, Cash Management, Teamwork, Strategic Planning, Cross-functional Team..., Business Process..., Requirements Analysis, Risk, Customer Experience, Business Requirements, Account Management, Solution Design, Service Delivery, Team Building, Risk Management, Mergers & Acquisitions, Management, Leadership, Project Management, Financial Risk, Treasury, Payments, Relationship Management, Financial Services, Treasury Services, Project Portfolio...
Education
University of South Florida 1982 — 1985
Business, Management Information Systems
Pasco Hernando Community College 1978 — 1982
Associates of Arts, Business
Wells Fargo January 2011 - Present
Wachovia, A Wells Fargo Company June 2006 - December 2010
Wachovia Bank, N.A./First Union Bank January 2004 - June 2006
Wachovia Bank, N.A/First Union Bank January 2002 - January 2004
First Union National Bank September 1991 - January 2002
Skills
Treasury Management, Product Management, Customer Relations, Customer Satisfaction, Problem Solving, Mergers, Banking, Operations Management, Business Analysis, Customer Service, Vendor Management, Process Improvement, Excel, Business Relationship..., Microsoft Office, Risk Mitigation, MS Project, Change Management, Cash Management, Teamwork, Strategic Planning, Cross-functional Team..., Business Process..., Requirements Analysis, Risk, Customer Experience, Business Requirements, Account Management, Solution Design, Service Delivery, Team Building, Risk Management, Mergers & Acquisitions, Management, Leadership, Project Management, Financial Risk, Treasury, Payments, Relationship Management, Financial Services, Treasury Services, Project Portfolio...
Education
University of South Florida 1982 — 1985
Business, Management Information Systems
Pasco Hernando Community College 1978 — 1982
Associates of Arts, Business
Dan Rabbitt's Wachovia, A Wells Fargo Company Experience March 2010 - Present
Job MORTGAGE SPECIALIST at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company March 2010 - Present
Skills
Customer Service, Contract Negotiation, Credit, Financial Analysis, Microsoft Excel, Sales Management, Sales, Investments, Microsoft Office, Strategic Planning
Education
University of South Carolina-Columbia 1998 — 2002
Business, Finance and Marketing
Wachovia, A Wells Fargo Company March 2010 - Present
Skills
Customer Service, Contract Negotiation, Credit, Financial Analysis, Microsoft Excel, Sales Management, Sales, Investments, Microsoft Office, Strategic Planning
Education
University of South Carolina-Columbia 1998 — 2002
Business, Finance and Marketing
Jorge Vernaza's Wachovia, A Wells Fargo Company Experience February 2006 - May 2010
Job Financial Center Leader III at BB&T
Industry Banking