Wachovia Bank

Industry: Financial services company

Description

Wachovia was a diversified financial services company based in Charlotte, North Carolina. Before its acquisition by Wells Fargo and Company in 2008, Wachovia was the fourth-largest bank holding company in the United States, based on total assets. Headquarters: Charlotte, North Carolina, United States Acquisition date: 31 December 2008 Founded: 16 June 1879 Defunct: 2008 (as an independent corporation); 2011 (as a brand) Subsidiaries: Wells Fargo Advisors, Wachovia Service Corp, Parent organization: Wells Fargo

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Wachovia Bank Employees

Employee
Years
Job
Industry
LaQuita D. Overstreet, MBA LaQuita D. Overstreet, MBA Greater Atlanta Area Details
LaQuita D. Overstreet, MBA's Wachovia Bank Experience June 1993 - August 1997
Job Credentialing Coordinator
Industry Information Technology and Services
Experience
Atlanta Allergy & Asthma Clinic   July 2012 - Present
Aflac  February 2012 - July 2012
Equifax  August 1997 - April 2009
Wachovia Bank   June 1993 - August 1997

Skills
Data Analysis, Visio, Process Improvement, Database Management, XML, SAS/SQL, PGP Encryption, Microsoft Office, Data Mining, Marketing, Team Leadership, Customer Service, Project Management, Account Management, Business Analysis, Management, Program Management

Education
Strayer University-Georgia   2012 — 2014
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management

Morris Brown College
Business Administration

Jill Ezelle Jill Ezelle Christiansburg, Virginia Details
Jill Ezelle's Wachovia Bank Experience April 2006 - August 2007
Job Administrative Assistant
Industry Financial Services
Experience
Montgomery County Health Department  May 2013 - March 2014
Forrest General Hospital  November 2012 - May 2013
BB&T  May 2011 - July 2012
Norton Community Hospital Home Health   November 2010 - April 2011
Carilion Clinic  September 2008 - July 2010
Wachovia Bank   April 2006 - August 2007

Skills
Microsoft Office, Epic Systems, Banking, Marketing, Medical Billing, Appointment Scheduling, Relational Databases, Health Insurance, Cash Handling Experience, Customer Service, Sales, Microsoft Excel, Microsoft Word, Access, Time Management

Education
New River Community College   2014 — 2014
Associate of Arts and Sciences (A.A.S.), Marketing/Marketing Management, General, 3.9

Virginia Western Community College   2008 — 2009
Marketing

The University of Southern Mississippi   1999 — 2000
Graphic Design

Petal High School   1994 — 1999
High School Diploma, Business Computer Technology

Amir Hamidzadeh, CPA Amir Hamidzadeh, CPA San Francisco Bay Area Details
Amir Hamidzadeh, CPA's Wachovia Bank Experience July 2006 - April 2007
Job Assurance Senior at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP  August 2015 - Present
BDO USA, LLP  April 2013 - July 2015
Grant Thornton LLP  January 2012 - February 2013
Sigma Chi Fraternity  September 2010 - November 2011
Enterprise Rent-A-Car  May 2011 - August 2011
Capital One  August 2007 - November 2010
Wachovia Bank   July 2006 - April 2007

Skills
Microsoft Excel, Internal Audit, CPA, Internal Controls, Compliance, Process Consulting, Auditing, Risk Management..., Supervising, Mentoring, Quality Control, Controls Development, Project Management, Financial Services, Banking, Mortgage Banking, Financial Advisory, Customer Service, Sales, Research, Microsoft Office, Financial Analysis, Data Analysis, Generating Revenue, SOX 404, Treasury, Employee Training, Social Networking, Recruiting, Inventory Control, Foreign Languages, Accounting, Finance, Training, Time Management, Human Resources, Accounts Receivable, Financial Reporting, Risk Management

Education
University of Maryland College Park   2009 — 2011
Bachelor of Science, Accounting and Finance

Montgomery College   2007 — 2008
Associate of Arts, International Business

Rosalyn Killian Rosalyn Killian Charlotte, North Carolina Area Details
Rosalyn Killian's Wachovia Bank Experience November 2005 - August 2010
Job Recruiter Coordinator at Time Warner Cable
Industry Events Services
Experience
Time Warner Cable  November 2014 - Present
Girl Talk Foundation, Inc.   October 2010 - Present
Time Warner Cable  June 2014 - November 2014
Ulta  July 2012 - September 2013
Strayer University  September 2012 - June 2013
Montreat College  October 2010 - July 2012
Wachovia Bank   November 2005 - August 2010
Harland Clarke  May 2000 - August 2005
Ashley Stewart  September 1998 - October 2000

Skills
Leadership, Management, Merchandising, Inventory Control, Event Planning, Research, Process Improvement, Project Management, Team Building, Leadership Development, Customer Service, Outlook, Microsoft Office, Coordinating Special..., Events Coordination, Communication Skills, Sales, Data Entry, Teamwork, Retail, PowerPoint, Microsoft Word, Microsoft Excel, Event Management, Team Leadership, Nonprofits, Community Outreach, Volunteer Management, Inventory Management, Coaching, Social Networking, Strategic Planning, Public Speaking, Training, Public Relations, Recruiting

Education
Montreat College   2010 — 2012
Bachelors, Business Management

UNC Charlotte   2011 — 2011
Certificate of Completion, Project Management

Montreat College   2008 — 2010
Associates, Business

The Art Institute of Charlotte   1997 — 1999
Certificate of Completion, Fashion Merchandising, 3.76

Richie Hurst Richie Hurst Blacksburg, Virginia Details
Richie Hurst's Wachovia Bank Experience December 2001 - August 2008
Job Assistant Director Client Services @ VT
Industry Financial Services
Experience
Virginia Tech  May 2015 - Present
StellarOne Bank  July 2010 - Present
Allstate Insurance  August 2009 - July 2010
Wachovia Bank   December 2001 - August 2008

Skills
Managing, Teacher, Team Leadership, Motivation, Ethics, New Business Development, Leadership, Management, Retail Banking, Sales, Performance Management, Commercial Banking, Credit Analysis, Customer Service, Banking, Loans, Finance

Education
Radford University   1989 — 1991
Health and Physical Education/Fitness

New River Community College   1988 — 1990
general studies, General Studies

larena parrish larena parrish Greater Philadelphia Area Details
larena parrish's Wachovia Bank Experience December 2006 - October 2007
Job Licensed Personal Banker II at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  November 2011 - Present
Wells Fargo  November 2011 - Present
PNC  June 2007 - February 2010
Wachovia Bank   December 2006 - October 2007
Finish Line  August 2003 - December 2006

Skills
Portfolio Management, Credit, Investments, Finance, Banking, Loans, Financial Services, Financial Analysis, Credit Analysis, Mortgage Lending, Financial Advisory, Relationship Management, CRM, Sales, Series 63, Series 6, General Insurance, Customer Service, Microsoft Excel, Management

Education
Morgan State University   2004 — 2006

Morgan State University
Biology, General

Cindy Coomer Cindy Coomer Asheville, North Carolina Area Details
Cindy Coomer's Wachovia Bank Experience October 1983 - August 2003
Job AVP Regional Operations Manager
Industry Banking
Experience
Thirty-One Gifts  2015 - 2015
SunTrust Bank  September 2003 - July 2014
Wachovia Bank   October 1983 - August 2003

Skills
Loans, Retail Banking, Consumer Lending, Small Business Lending, Risk Management, Commercial Banking, Customer Service, Sales, Finance, Banking, Branch Banking, Financial Risk, Commercial Lending, Staff Development, Performance Management, Customer Satisfaction, Problem Resolution, Quality Control Analysis, Training & Development, Operation & Control..., Management, Credit Analysis, Leadership

Education
Montreat College
Bachelor of Business Administration (BBA)

Laura Haffner Laura Haffner Allentown, Pennsylvania Area Details
Laura Haffner's Wachovia Bank Experience May 1986 - October 2008
Job Area President, SVP at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank  April 2009 - Present
T-Mobile  February 2009 - April 2009
Wachovia Bank   May 1986 - October 2008
Wachovia Bank   May 2001 - May 2006
Northampton Area Community College  September 1994 - May 2006

Skills
Human Resources, Banking, Coaching, Leadership Development, Employee Training, Credit, Change Management, Management, Operations Management, Leadership, Training, Employee Relations, Team Building, Team Leadership, Customer Experience, Loans, Risk Management, Strategic Planning, Sales, Fundraising, Time Management, Customer Service, Marketing, Call Center, Customer Satisfaction, Call Centers, Public Speaking, Employee Engagement, Retail Banking, Process Improvement, Sales Management, New Business Development, Customer Retention, Business Development, Small Business Lending, Executive Management, Portfolio Management, Performance Management, Commercial Lending, Consumer Lending, Finance, Strategy, Financial Services, Mortgage Lending, Selling, Insurance, Commercial Banking, Relationship Management

Education
Moravian College   1982 — 1986
BA, Education

salisbury high school   1980 — 1983

Carlette Denise Brown Carlette Denise Brown Charlotte, North Carolina Area Details
Carlette Denise Brown's Wachovia Bank Experience October 2005 - December 2008
Job Senior Compliance Analyst
Industry Banking
Experience
Well Fargo  September 2011 - March 2013
Wells Fargo/Spherion   January 2009 - February 2010
WACHOVIA BANK   October 2005 - December 2008
WHITNEY BANK  March 2005 - September 2005
L-3 Communications  September 2003 - January 2005
Bank of America  July 2001 - July 2003
DONALDSON, LUFTKEN & JENRETTE   June 2000 - March 2001
WACHOVIA SECURITIES  June 1998 - June 2000

Skills
Cash Management, Analysis, Accounting, Finance, Microsoft Office, Internal Audit, Accounts Payable, Financial Risk, Banking, Loans, Software Documentation

Education
Montreat College   2011 — 2013
Master's degree, Master of Science in Management and Leadership, 3.64

Montreat College
Bachelor of Science, Business Management

Brian Clark, CISM, CRISC Brian Clark, CISM, CRISC Atlanta, Georgia Details
Brian Clark, CISM, CRISC's Wachovia Bank Experience January 1993 - January 1995
Job IT Security and Risk Management Professional
Industry Computer & Network Security
Experience
GE Energy  October 2009 - Present
McKesson  November 2008 - November 2009
SunTrust Bank  January 2008 - September 2008
SunTrust Bank  August 2004 - October 2007
BDO Seidman LLP  February 2003 - August 2004
IBM  January 2002 - January 2003
Deloitte & Touche LLP  January 2000 - January 2001
PwC  March 1998 - January 2000
TIAA-CREF  January 1995 - December 1996
Wachovia Bank   January 1993 - January 1995

Skills
Information Security, IT Audit, Sarbanes-Oxley Act, Risk Management, Auditing, Security, Internal Controls, Disaster Recovery, ITIL, Internal Audit, Business Continuity, Financial Risk, PCI DSS, ISO 27001, Banking, IT Risk Management, CISM, Application Security, Firewalls, Process Improvement, Computer Security, Leadership, Risk Assessment, Information Technology, SDLC, CISSP, Information Security..., Enterprise Software, Management, COBIT, Enterprise Risk..., Governance, Penetration Testing

Education
Morehouse College   1988 — 1992
BA

New York University

Richard (Rick) Christian Richard (Rick) Christian Hernando, Mississippi Details
Richard (Rick) Christian's Wachovia Bank Experience 1995 - 1996
Job Senior Middleware Engineer at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF  December 2014 - Present
Shelter Insurance Companies  April 2013 - Present
Citi  August 2012 - January 2013
IBM  June 2011 - August 2012
International Paper  November 2005 - June 2011
Thomas & Betts  1997 - 1998
Wachovia Bank   1995 - 1996
ServiceMaster  1990 - 1994
Advanced Systems Group  1984 - 1990

Skills
Unix, AIX, Middleware, Tivoli, Websphere, z/OS, DB2, Message Queue, WebSphere Application..., WebSphere Message Broker, WebSphere MQ, Netcool, Enterprise Architecture, TSO, IBM Mainframe, Performance Tuning, CICS, Solaris, Operating Systems, Mainframe, COBOL, SPUFI, Databases, Fileaid, Endeavor, Technical Architecture, SMP/E, IBM iSeries, webMethods, IMS DB/DC, Omegamon, JCL, Architectures, MVS, High Availability, SOA, WebSphere, IBM AIX, Architecture

Education
Mississippi State University   1980 — 1984
BSCS, Computer Science (Systems Programming)

Eunice Sava-Wandera Eunice Sava-Wandera Greater Philadelphia Area Details
Eunice Sava-Wandera's Wachovia Bank Experience October 2006 - March 2007
Job Credit Analyst at Sun National Bank
Industry Banking
Experience
Sun National Bank  April 2013 - Present
Sun National Bank  May 2012 - April 2013
Sun National Bank  December 2011 - May 2012
Sun National Bank  May 2011 - December 2011
SilEdTech   April 2007 - June 2010
Wachovia Bank   October 2006 - March 2007
Macmillan Kenya Publishers Ltd   August 2001 - March 2006

Skills
MS Office Suite, Financial Analysis, Report Writing, Analysis, Training, Banking, Software Documentation, Management, Microsoft Excel, Finance, Budgets, Accounting, Project Management, Customer Service, Marketing, Loans, Sales, Invoicing, Administrative..., Portfolio Management, Editing, Spreadsheets, Business Strategy

Education
Rider University   2008 — 2011
MBA, Finance

Moi University   1997 — 2001
Bachelor of Science, Information Sciences

MesaZatie Kelley MesaZatie Kelley Greater Atlanta Area Details
MesaZatie Kelley's Wachovia Bank Experience August 1986 - August 1989
Job Technical Analyst at Fiserv
Industry Computer Software
Experience
Fiserv  November 2012 - Present
Klik & Fix Computer Services   November 2004 - Present
INgage Networks  January 2012 - November 2012
FUNDTECH CORPORATION  September 2005 - January 2012
SERTEC INCORPORATED   September 2002 - November 2006
DEKALB COUNTY SCHOOL  January 2003 - May 2005
SERTEC INCORPORATED   October 1998 - September 2002
SALES TECHNOLOGIES  October 1989 - August 2002
C. NIELSEN MARKETING RESEARCH   October 1990 - December 2000
WACHOVIA BANK   August 1986 - August 1989

Skills
Client/server, Troubleshooting, Account Management, Documentation, Microsoft SQL Server, TCP/IP, Supervisory Skills, Customer Service, Implementing Processes, Applications, Customer Service..., Application Support, Data Center, Customer Support, Computer Repair, Windows Server, Virus Removal, Software Documentation, Quality Assurance, Networking, Databases, Technical Support, Project Management, Unix, Servers, Training, Enterprise Software, Management, Leadership

Education
Mississippi Valley State University   1981 — 1985
BS, Computer Science Minor: Math

Nicole Laing Nicole Laing Greater Atlanta Area Details
Nicole Laing's Wachovia Bank Experience May 1996 - May 1998
Job Legal Assistant at Social Security Administration
Industry Banking
Experience
Social Security Administration  December 2008 - Present
HFC  2000 - 2008
HSBC  June 2000 - December 2007
HSBC  2000 - 2007
Countrywide Mortgage  May 1998 - June 2000
Wachovia Bank   May 1996 - May 1998

Skills
Customer Service, Government Liaison, Compliance, Banking, Telephone Skills

Education
Walden University   2008 — 2012
DBA, Leadership

STRAYER UNIVERSITY   2006 — 2008
MBA, BUSINESS ADMINISTRATION

Morris Brown College   1994 — 1998

Ed Dougherty Ed Dougherty New Holland, Pennsylvania Details
Ed Dougherty's Wachovia Bank Experience September 1999 - November 2003
Job Office Manager at Northwest Savings Bank
Industry Banking
Experience
Northwest Savings Bank  August 2013 - Present
Wells Fargo  January 2013 - August 2013
Integrity Bank  May 2012 - January 2013
Susquehanna Bank  November 2003 - July 2012
Wachovia Bank   September 1999 - November 2003
John Hancock Life Insurance Company  February 1996 - September 1999
Browing Ferris Industries  1991 - 1996
Kinney Shoe Corporation  1981 - 1991

Skills
Judge of Elections for..., President of New..., St.Anthony's CCD Teacher, Habitat for Humanity..., Junior Achievement..., Coach for Rec...., Marathon Runner, Loans, Investments, Running, Banking, Mortgage Lending, Leadership, Management, Customer Satisfaction, Commercial Lending, Cash Management, Customer Service, Retail Banking, Consumer Lending, Branch Banking, Sales, Lines Of Credit, Customer Retention, Small Business Lending, CRM, Credit, Loan Origination, Commercial Banking, Underwriting, Credit Analysis, Mortgage Banking, Refinance, Home Equity Loans, Residential Mortgages, Commercial Mortgages

Education
Mount Saint Mary's College   1977 — 1981
B.S. Degree, Business and Finance

Veronica Page Veronica Page Birmingham, Alabama Area Details
Veronica Page's Wachovia Bank Experience July 2006 - September 2007
Job Staff Auditor at Cadence Bank, N.A.
Industry Banking
Experience
Cadence Bank, N.A.   November 2013 - Present
Cadence Bank, N.A.   November 2012 - November 2013
Regions Financial Corporation  January 2011 - November 2012
Regions Bank  December 2008 - January 2011
Regions Financial Corporation  September 2007 - December 2008
WACHOVIA BANK   July 2006 - September 2007
Wachovia/Southtrust Bank   May 1999 - July 2006

Skills
Banking, Customer Service, Commercial Lending, Credit Analysis, Small Business Lending, Microsoft Office, Financial Accounting, Management, Mainframe, Financial Analysis, Portfolio Management, Risk Management, Leadership, Loans, Access, Commercial Banking, Credit, Lines Of Credit, Loan Servicing, Business Planning, Asset Based Lending, AFS, Management Accounting, Corporate Finance, Team Building, Document Review, Mortgage Lending, Consumer Lending, Credit Risk, Due Diligence, ADP Payroll, Staff Development, Loan Origination, Goal Oriented, Retail Banking, Cash Management, Finance, Financial Risk, Underwriting

Education
Miles College   2007 — 2011
Bachelor of Science, BUSINESS MANAGEMENT

University of Montevallo   2012 — 2014
Master of Business Administration (MBA)

Todd Margiotta Todd Margiotta Greater New York City Area Details
Todd Margiotta's Wachovia Bank Experience January 2006 - January 2008
Job Technology Solutions Consultant: Specializing in Network Infrastructure, Data Center Connectivity, & IP Voice
Industry Information Technology and Services
Experience
Lightpath  July 2015 - Present
CenturyLink Business  July 2014 - July 2015
Lightpath  December 2011 - September 2014
JP Morgan Chase  January 2008 - December 2011
Wachovia Bank   January 2006 - January 2008

Skills
Sales Management, Program Management, Management, Selling, Account Management, Cloud Computing, Customer Service, Customer Retention, New Business Development, Customer Satisfaction, Business Development, Project Management, Strategic Planning, Team Building, Cross-functional Team..., Training, CRM, Leadership, Negotiation, Networking, Salesforce.com, Enterprise Software, Sales Process, Solution Selling, Sales, Direct Sales, Strategic Partnerships, Cold Calling, Lead Generation, Sales Operations, Strategy, Sales Presentations, B2B, Telecommunications, Managed Services, Vendor Management, Data Center, SaaS, Professional Services, Disaster Recovery, MPLS, Unified Communications, Co-location, Consulting, Information Technology, Consultative Selling, VoIP, Team Leadership, Integration, Wireless

Education
Rutgers, The State University of New Jersey-New Brunswick   2002 — 2004
Bachelor of Arts (BA), Communication

Montclair State University   1998 — 2000
Business Administration, Management and Operations

Ramon Constante Ramon Constante Charlotte, North Carolina Area Details
Ramon Constante's Wachovia Bank Experience 2001 - 2005
Job Owner, DoodyCalls of Charlotte
Industry Consumer Services
Experience
DoodyCalls  August 2009 - Present
Charlotte-Mecklenburg Police Department  February 2008 - Present
Seniram, Inc.   March 2003 - Present
Girl Scouts Hornets Nest Council  August 2009 - June 2011
Wachovia  2001 - 2008
Wachovia Bank   2001 - 2005
SCANA  1997 - 2001
Carmax  1996 - 1997
Fleet Morgage Group   1995 - 1996
First Data Corporation - Health Systems Group  1995 - 1995

Skills
Community Service, Leadership, Customer Service, Project Management, Team Building, Strategic Planning, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Training, Marketing

Education
Midlands Technical College   1989 — 1992
Associate

Panama Canal College   1990 — 1991

David Sharp David Sharp Charlotte, North Carolina Details
David Sharp's Wachovia Bank Experience June 2001 - July 2005
Job Managing Partner at Urban Advisors
Industry Investment Management
Experience
Urban Advisors, LLC   July 2005 - Present
Wachovia Bank   June 2001 - July 2005
Wachovia Securities  April 1996 - June 2001
Bank of America  July 1994 - April 1996
United States Navy  January 1985 - July 1989

Skills
Investments, Asset Managment, Private Equity, Financial Modeling, Portfolio Management, Due Diligence, Project Finance, Financial Structuring, Asset Management, Finance, Real Estate, Real Estate Economics, Mergers & Acquisitions, Venture Capital, Alternative Investments, Capital Markets, Entrepreneurship, Real Estate Financing, Credit Analysis, Leveraged Finance, Valuation, Strategic Planning, Financial Analysis, Management, Public Speaking

Education
Morehouse College   1989 — 1994
Finance, Finance, Engineering

Denice Noel Denice Noel Modesto, California Area Details
Denice Noel's Wachovia Bank Experience June 2006 - September 2008
Job Management and Leadership
Industry Retail
Experience
Century 21 M & M Associates   March 2004 - Present
Wachovia Bank   June 2006 - September 2008
Chevron  August 1997 - March 2004

Education
Modesto Junior College
Business Management

Ronnie Times Ronnie Times Greater Atlanta Area Details
Ronnie Times's Wachovia Bank Experience March 1996 - September 1999
Job Banking Professional
Industry Banking
Experience
Navy Federal Credit Union  April 2007 - May 2009
Capitol City Bank & Trust Company  December 2000 - April 2007
US Small Business Administration  September 1999 - September 2000
Wachovia Bank   March 1996 - September 1999
Wachovia Bank   December 1991 - March 1996
GMAC  1985 - 1991

Skills
Loans, Credit

Education
Morris Brown College   1978 — 1982
BS, Business Administration

Iris Stanback Iris Stanback Charlotte, North Carolina Area Details
Iris Stanback's Wachovia Bank Experience May 2001 - November 2005
Job at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank  September 2009 - Present
Wachovia  November 2006 - March 2010
Hewitt Associates  November 2005 - November 2006
Wachovia Bank   May 2001 - November 2005
First Union National Bank  1998 - May 2001
First Union National Bank  July 1995 - 1998
First Union National Bank  1994 - 1995
First Union Mortgage Corporation  August 1992 - 1994

Education
Montreat College   2000 — 2002
Business Administration

Jacqueline Garcia-Skwirut Jacqueline Garcia-Skwirut Greater New York City Area Details
Jacqueline Garcia-Skwirut's Wachovia Bank Experience 1997 - 2008
Job Sales Associate at Weichert Realtors in Westfield, NJ
Industry Real Estate
Experience
Not employed  January 2014 - Present
Weichert Realtors  January 2009 - January 2014
Wachovia Bank   1997 - 2008
The Money Store  1995 - 2000

Education
Montclair State University   1990 — 1995
ba

rahway high school   1986 — 1990

Marcel Henderson Marcel Henderson Greater Atlanta Area Details
Marcel Henderson's Wachovia Bank Experience August 1997 - September 2009
Job AVP, Organization and Talent Management at Assurant Solutions
Industry Insurance
Experience
Assurant Solutions  February 2013 - Present
Assurant  October 2009 - February 2013
Wachovia Bank   August 1997 - September 2009

Skills
Organizational..., Coaching, Talent Management, Executive Coaching, Organizational..., Succession Planning, Leadership Development, Organizational Design, Workshop Facilitation, Culture Change, Employee Engagement, Career Development, Leadership, Training

Education
Richmont Graduate University   2009 — 2013
Professional Counseling with a Specialization in Coaching & Leadership, Counseling Psychology

Milligan College

Leslie Szafranski Leslie Szafranski United States Details
Leslie Szafranski's Wachovia Bank Experience November 1994 - October 2008
Job Administrative Assistant
Industry Banking
Experience
Wachovia Bank   November 1994 - October 2008
ICI Americas Inc.  1985 - 1994
ICI Americas Inc.  1980 - 1985

Education
Montgomery County Community College
Associates Degree, General Studies

Fran Asher Fran Asher Macungie, Pennsylvania Details
Fran Asher's Wachovia Bank Experience December 2006 - February 2008
Job Banker
Industry Banking
Experience
First Niagara Bank  May 2011 - Present
Wachovia, A Wells Fargo Company  November 2010 - April 2011
Wachovia, A Wells Fargo Company  November 2008 - November 2010
Wachovia Bank   December 2006 - February 2008
World Savings  2003 - 2008
World Savings / Wachovia  2001 - 2006

Education
Nassau Community College
ASSOCIATES, LIBERAL ARTS

Fred Brazzell Fred Brazzell Greater Atlanta Area Details
Fred Brazzell's Wachovia Bank Experience 1996 - 2006
Job General Manager at ReVibe Your LIfe
Industry Design
Experience
Revibe Your Life   October 2010 - Present
Touching Up Our Roots, Atlanta Georgia's LGBT History Project   October 2011 - August 2012
The Lesbian & Gay Community Center of Charlotte   August 2009 - April 2011
West Elm  August 2009 - March 2010
Computer Associates  December 2007 - April 2008
Home Depot Expo Design Center  September 2007 - December 2007
Wachovia Bank   1996 - 2006

Skills
Public Speaking, Leadership, Customer Service, Facebook, Marketing, Program Management, Customer Satisfaction, Visual Merchandising, Small Business, Training, Sales, Event Planning, Coaching, Social Media, Social Networking, Event Management, Management, Team Building, Strategic Planning, Leadership Development

Education
The Feng Shui Cure   2008 — 2008
Feng Shui Professional Home Stager, Home Staging

Midlands Technical College   1993 — 1994
Math

University of South Carolina
Art/Design

Bobby Ghisolfo Bobby Ghisolfo Phoenix, Arizona Area Details
Bobby Ghisolfo's Wachovia Bank Experience 2001 - 2008
Job Employer Experience Manager
Industry Nonprofit Organization Management
Experience
Goodwill of Central Arizona  July 2015 - Present
The Steve Horn Team, Keller Williams   August 2014 - Present
The Jesse Herfel Group at Keller Williams, Integrity First   April 2013 - August 2014
Vineyard Services  November 2012 - March 2013
Vineyard Services  March 2010 - November 2012
M and I Bank   August 2009 - March 2010
Wells Fargo Bank  January 2009 - August 2009
Wachovia  April 2001 - November 2008
Wachovia Bank   2001 - 2008
Union Bank of California  February 1997 - June 2000

Skills
Mortgage Lending, Training, Management, Loans, Negotiation, Sales, Banking, Strategic Planning, Real Estate, REO, Sales Management, Mortgage Banking, Sales Operations, Investments, Leadership, Team Leadership, Credit, Customer Service, Residential Homes

Education
National University   1998 — 2000
B.A., Behavioral Sciences

Shaun W. Thomas Shaun W. Thomas Greater Atlanta Area Details
Shaun W. Thomas's Wachovia Bank Experience April 2001 - November 2001
Job Therapeutic Specialist at Sunovion Pharmaceuticals Inc.
Industry Pharmaceuticals
Experience
Sunovion Pharmaceuticals Inc.  December 2010 - Present
Johnson & Johnson  July 2007 - December 2010
Johnson & Johnson  December 2005 - June 2007
Morehouse College  November 2001 - December 2005
Wachovia Bank   April 2001 - November 2001
SunTrust Bank  August 1998 - April 2001
The Sport Shoe  July 1991 - August 1998

Skills
Sales Operations, Strategic Planning, Hospitals, Sales, Management, Marketing Strategy, Selling, Pediatrics, Pharmaceutical Sales, Managed Care, Negotiation

Education
Morehouse College   1987 — 1991
Bachelor of Arts, Psychology

William Carroll William Carroll Birmingham, Alabama Area Details
William Carroll's Wachovia Bank Experience January 2005 - January 2008
Job President Armstrong Relocation, Birmingham and Montgomery
Industry Transportation/Trucking/Railroad
Experience
Armstrong Relocation and Companies   February 2013 - Present
Armstrong & Companies   March 2008 - February 2013
Wachovia Bank   January 2005 - January 2008
SouthTrust Bank  January 1988 - January 2008

Skills
Human Resources, Employee Relations, Recruiting, Organizational..., Leadership, Employee Engagement, Training, Employee Benefits, Banking, Onboarding, Mergers & Acquisitions, Strategy, Process Improvement, Vendor Management, Succession Planning, Talent Acquisition, Performance Management, Management, Operations Management, Budgets, Asset Management, International..., Corporate Relocation, Lab Relocations, Healthcare Relocation, Commercial Moving, Commercial Relocation..., Logistics, Commercial Relocation..., Local Moves, Residential Moving, Warehousing, Storage, Office Moving Equipment, Office Relocation, Hospitality Projects, Law Firm Moves, Data Center Relocation, Relocation, Facility Relocation, Certified Relocation..., Military Relocations, Relocation Advice, Process Consulting, Interstate Relocations, International Sales, Sales

Education
Mississippi State University - College of Business and Industry   1982 — 1986
Bachelor of Science (B.S.), Accounting and Finance

Yahayra Delgado Yahayra Delgado Greater New York City Area Details
Yahayra Delgado's Wachovia Bank Experience March 2006 - August 2008
Job Customer Experience Representative at Pixafy
Industry Investment Banking
Experience
Pixafy  July 2015 - Present
Motochanic   April 2013 - July 2015
Pixafy  2015 - 2015
Deutsche Bank  May 2011 - April 2013
United Nations  October 2010 - December 2010
Deutsche Bank  November 2009 - October 2010
PETCO Animal Supplies, Inc.   April 2009 - October 2009
Wachovia Bank   March 2006 - August 2008

Skills
Banking, Customer Service, Credit, Strategy, CRM, Team Building, Finance, Leadership, Training, Cross-functional Team..., Customer Satisfaction, Microsoft Excel, Microsoft Office, Data Entry, Online Data Entry, Technical Support, Client Training, Spanish, Retail Banking, Internet Banking, Teamwork, Financial Services, PowerPoint

Education
New Jersey Institute of Technology
MBA, Management Information System

New York University   2000 — 2009
BA, Computer Science

Boys & Girls High School   1996 — 2000
High School Diploma, Computer Science

Rod Walker Rod Walker Charlotte, North Carolina Area Details
Rod Walker's Wachovia Bank Experience October 2009 - April 2010
Job HR Assistant at American Red Cross
Industry Human Resources
Experience
American Red Cross  July 2014 - Present
Wilora Lake Healthcare Center   June 1999 - Present
Agape' Dental Ministry   May 2013 - July 2014
Bank of America  July 2012 - October 2012
Time Warner Cable  August 2011 - January 2012
Local Church  September 2008 - September 2011
South Piedmont Community College  August 2010 - August 2011
Wachovia Bank   October 2009 - April 2010
Wachovia Bank   October 2008 - October 2009
Hewitt Associates  November 2005 - February 2008

Skills
Teaching Adults, PeopleSoft, Purchasing, Word, Excel, Insurance, Teaching, Benefits Administration, Outlook, Payroll Processing, Siebel, Microsoft Office, Public Speaking, Inventory Management, Payroll, Microsoft Excel, Microsoft Word, Management, Training, HRIS, Performance Management, Talent Management, Software Documentation, Leadership Development, Human Resources, Interviews, Budgets, Time Management, Process Improvement, FMLA, Policy, Access, Customer Service, Deferred Compensation, Employee Relations, Employee Benefits, Temporary Placement, Onboarding, New Hire Orientations, Administration

Education
Westport High School   1970 — 1976

Morehead State University
Degree; BBA Degree; Obtained, Business Administration/ Marketing

Keith Arnold, CPM Keith Arnold, CPM Greater Atlanta Area Details
Keith Arnold, CPM's Wachovia Bank Experience February 1999 - February 2003
Job Director, Member Care Center at Georgia United Credit Union
Industry Banking
Experience
Georgia United Credit Union  February 2015 - Present
SunTrust Bank  January 2014 - September 2014
Zep Inc.  June 2009 - August 2013
FleetCor  December 2007 - May 2009
SunTrust Bank  December 2004 - May 2007
Wachovia Bank   February 1999 - February 2003
Bank of America  February 1993 - May 1999

Skills
Credit, Sales Management, Process Improvement, Credit Cards, Vendor Management, Credit Analysis, Customer Service, Team Building, Operations Management, Call Center, Sales, Strategic Planning, Salesforce.com, Direct Sales, B2B, Cold Calling, Recruiting, Call Centers, Management, Forecasting, Sales Operations, Account Management, Pricing, Customer Retention, P&L Management, Key Account Management, Sales Process, Leadership, Cross-functional Team..., Six Sigma, Business Development, Strategy, Inventory Management, Customer Satisfaction, Contract Negotiation, Training, Negotiation, Supply Chain, New Business Development, Lean Manufacturing, Business Planning, Logistics, Supply Chain Management, Performance Management, Budgets, Team Leadership, CRM

Education
Morehouse College   1991 — 1994
Bachelor of Arts (B.A.)

Lakeshore High School   1981 — 1985

Terri Boyd Terri Boyd Kansas City, Missouri Area Details
Terri Boyd's Wachovia Bank Experience April 2006 - February 2009
Job Sales Assistant at HomeDirect Mortgage℠
Industry Financial Services
Experience
HomeDirect Mortgage℠   December 2014 - Present
National Bank of Kansas City  November 2012 - November 2014
National Bank of Kansas City  September 2010 - October 2012
Wells Fargo Home Mortgage  April 2006 - November 2009
Wachovia Bank   April 2006 - February 2009
RBC Mortgage / New Century Prime Lending Division   March 1996 - 2006
Bank One  March 1996 - 2003

Skills
Mortgage Lending, Mortgage Banking, FHA, Loans, Loan Origination, Sales Management, Residential Mortgages, Credit, Refinance, Real Estate, Underwriting, Sales, Credit Analysis, Banking, Commercial Lending, FHA financing, VA loans, Loan Servicing, Finance, Consumer Lending, Relationship Management, Mortgage Servicing, Financial Services

Education
The University of Texas at Arlington   1985 — 1986
BS, Economics

Missouri State University   1982 — 1984
Business, Economics

Park Hill High School   1979 — 1982

James Guptill James Guptill Charlotte, North Carolina Area Details
James Guptill's Wachovia Bank Experience March 2007 - 2009
Job Experienced Management Professional
Industry Banking
Experience
Carlisle and Gallagher Consulting Group  July 2011 - March 2015
Wells Fargo Bank  January 2009 - July 2011
Wachovia Bank   March 2007 - 2009
Corporate Investment Banking Technology, Wachovia   1995 - 2009
Wachovia  2005 - 2007
First Union/Wachovia  September 2001 - September 2005

Skills
SDLC, Relationship Management, Business Analysis, Integration, Financial Risk, Banking, Risk Management, Process Improvement, Project Management, Investment Banking, Financial Services, Capital Markets, Requirements Analysis, Software Project..., Visio, Credit, Derivatives, CRM, Coaching, Mergers, Analysis, Management, Mergers & Acquisitions, Business Process...

Education
University of Mississippi   1990 — 1992
BBA

Millsaps College   1987 — 1990

Cyrille S. Makembe Cyrille S. Makembe Washington D.C. Metro Area Details
Cyrille S. Makembe's Wachovia Bank Experience September 2010 - January 2011
Job Level II Financial Analyst at USMS (United States Marshals Service)
Industry Financial Services
Experience
USMS (United States Marshals Service)   February 2013 - Present
Morgan Stanley  September 2011 - February 2013
Wachovia Bank   September 2010 - January 2011
Wells Fargo Financial  May 2010 - September 2010
Marketstar / Vz. FiOS   June 2008 - August 2009

Skills
Management, Strategic Planning, Training, Data Analysis, Finance, SharePoint, Microsoft Excel, Analysis, Outlook, Customer Service, Sales, PowerPoint, Accounting, Budgets, Auditing, Leadership

Education
Morgan State University   2003 — 2010
BS, Finance

Erica Frazier, MBA, MSL Erica Frazier, MBA, MSL Charlotte, North Carolina Area Details
Erica Frazier, MBA, MSL's Wachovia Bank Experience July 2005 - October 2006
Job Strategic Business Leader With A Focus On System Analysis, Design And Execution
Industry Financial Services
Experience
Board Of Advisors   October 2013 - Present
Vice President - Sr. Business Systems Consultant   October 2006 - Present
Erica Frazier - Consultant/ Trainer / Workshop Facilitator   January 2007 - September 2013
NC Center For Women In Public Service   2011 - 2012
North Carolina Center For Women In Public Service   2011 - 2012
Junior League Of Charlotte  June 2010 - May 2011
ELF Investments   2003 - 2010
Wachovia Bank   July 2005 - October 2006
Scottish Re  2003 - October 2005
Duke Energy  2000 - 2003

Skills
Change Management, Strategic Planning, Agile Methodologies, Waterfall, SDLC, Strategic Business..., Organizational Design, M&A experience, Organization..., Management Consulting, Strategic Alliances, Cross-platform..., Cross-border M&A, Program Management, Strategic Partnerships, Development & delivery..., Cross-functional Team..., Business Analysis, Strategic Communications, Vendor Management, Fundraising, Leadership Development, Business Process..., Workshop Facilitation, M&A support, Organizational..., Public Speaking, Working Capital..., Fiduciary Management, Corporate Branding, Stakeholder Workshops, Stakeholder Analysis, Branding & Identity, Brand Development, Business Development, P&L Budget Management, Instructor-led Training, Management, P&L Analysis, E-commerce, P&L Financial Management, E-business, P&L Forecasting, Executive Level..., Leadership, System Administration, P&L Management, Human Resources, Business Strategy, Professional...

Education
Montreat College
BS

North Carolina Central University

Pfeiffer University

Western Carolina University

Richard A. Rivera Richard A. Rivera Greater Los Angeles Area Details
Richard A. Rivera's Wachovia Bank Experience 2006 - 2007
Job Collateral Analyst at Capital one
Industry Retail
Experience
Capital one  February 2012 - Present
ING DIRECT  November 2010 - February 2012
Coca-Cola Enterprises  January 2009 - April 2011
World Savings  2002 - 2008
Wachovia Mortgage  2001 - 2008
Wachovia Bank - World Savings Bank   2001 - 2008
Wachovia Bank   2006 - 2007
Coca-Cola Enterprises  August 1994 - December 2001

Skills
Loans, Retail, PowerPoint, Problem Solving, Outlook, Inventory Management, Customer Service, Management

Education
Latin American Bible Institute   2000 — 2001
Ministerial Studies

Mt. San Antonio College   1990 — 1995
N/A, General Education/Fire Technology/ASL

Anthony Tuozzo Anthony Tuozzo West Palm Beach, Florida Area Details
Anthony Tuozzo's Wachovia Bank Experience January 2008 - June 2008
Job PBC Clerk & Comptroller
Industry Nonprofit Organization Management
Experience
Clerk & Comptroller, Palm Beach County   February 2013 - Present
American Express  October 2010 - February 2013
Wachovia, A Wells Fargo Company  November 2009 - October 2010
JP Morgan Chase  June 2008 - November 2009
Wachovia Bank   January 2008 - June 2008
Wachovia Bank   June 2007 - January 2008
Wachovia Bank   May 2002 - June 2007
Healthcare Systems Inc   January 1995 - January 2002
Caldor Inc  January 1993 - January 1995

Skills
Business Development, Credit, Sales, Loans, Leadership, Management, Customer Service, Financial Services, Training, Sales Operations, Retail, Sales Process, Customer Retention

Education
New York Institute of Technology   1997 — 1999
MBA, Masters In Business Administration

State University of New York College at Oneonta   1990 — 1992
BS, Business Economics

Suffolk County Community College   1988 — 1990
AAS, Economics/Finance

Paul Z. Metz, CCIM, CPM® Paul Z. Metz, CCIM, CPM® Dallas/Fort Worth Area Details
Paul Z. Metz, CCIM, CPM®'s Wachovia Bank Experience May 2005 - September 2008
Job Senior Vice President, Real Estate Services at Wells Fargo Wealth Management
Industry Financial Services
Experience
Wells Fargo  September 2008 - Present
Wachovia Bank   May 2005 - September 2008
SouthTrust Bank  August 1995 - May 2005
SouthTrust Bank  September 1993 - July 1995

Education
Mississippi State University   1973 — 1978
BS, Landscape Architecture

Glover Sapp Glover Sapp Charlotte, North Carolina Area Details
Glover Sapp's Wachovia Bank Experience July 1998 - June 2010
Job I am retired but am interested in special projects from a consultant perspective.
Industry Financial Services
Experience
Retired and enjoying time to pursue personal interests and family  network engineerWachovia, A Wells Fargo Company1998 - Present
Wells Fargo  1998 - Present
Wachovia, Corp. & Investment Banking   July 1998 - June 2010
Wachovia Bank   July 1998 - June 2010
Wachovia  July 1998 - June 2010
UBS Investment Bank  February 1994 - July 1998
Barclays Capital  February 1992 - January 1994
City of New York, (CDCSA) computer and data communications services agency   March 1989 - November 1991

Skills
Cisco Technologies, Integration, Telecommunications, Networking, Risk Management, Data Center, ITIL, Disaster Recovery, Infrastructure, Vendor Management, Network Security, Financial Services, SDLC, Network Administration, Enterprise Architecture, Visio, Information Technology, Project Management, VMware, Process Improvement, Management, Business Analysis, Network Engineering, Requirements Analysis, Cloud Computing, Team Leadership, Security, Change Management, Virtualization, IT Management, Project Portfolio..., Business Continuity, PMP, Firewalls, Servers, Information Security, Banking, Solution Architecture, Active Directory, Program Management, Telephony, Software Documentation, IT Strategy, Solaris, Trading Systems, PMO, Windows Server, Troubleshooting, SharePoint, IT Operations

Education
Monroe College   1968 — 1970
Data Processing / business management / business law

Karen Singer Karen Singer Greater Philadelphia Area Details
Karen Singer's Wachovia Bank Experience March 1994 - November 1996
Job
Industry Hospital & Health Care
Experience
Cerner Corporation  February 2015 - Present
Siemens Healthcare  May 2012 - January 2015
Siemens Healthcare  January 2008 - May 2012
Siemens Healthcare  January 2007 - December 2007
Siemens Healthcare  February 2005 - December 2006
Alpha Housing & Healthcare, Inc DBA Haverford Nursing & Rehabilitation Center   January 2004 - February 2005
Alpha Housing & Healthcare, Inc DBA Main Line Nursing & Rehabilitation Center   April 2002 - January 2004
Wachovia Bank   March 1994 - November 1996

Skills
SAP, Process Improvement, Software Documentation, Cross-functional Team..., Leadership, Siebel, Project Management, Medical Devices, Healthcare Information..., Healthcare, Business Process, Microsoft Office, Sales Operations, Team Building, Management, Compliance, Process Management, Sales Process, Documentation, Administration, Business Process..., System Administration, Human Resources, CRM, Strategic Leadership, Analysis, Program Management, Change Management, Performance Management, ARIS, Quality System, ISO 13485, Business Process..., Medical Imaging, SharePoint, Sales, Team Leadership, Training, Strategy, Business Analysis, Integration, Consulting, Quality Assurance, Customer Service, Requirements Analysis, Data Analysis, ISO 9001, Hospitals

Education
Neumann University   2001 — 2004
Bachelor of Science (BS)

Raquel (Atilano) Cross Raquel (Atilano) Cross Charlottesville, Virginia Area Details
Raquel (Atilano) Cross's Wachovia Bank Experience May 2010 - March 2013
Job Account Manager at Staffmark
Industry Staffing and Recruiting
Experience
Staffmark  March 2013 - Present
Staffmark  March 2013 - August 2013
Wachovia Bank   May 2010 - March 2013
Wells Fargo  May 2011 - January 2012
California Parenting Institute  October 2009 - April 2010
MedAmerica, Inc   September 2007 - August 2009
Wachovia Bank   September 2005 - March 2007

Skills
Customer Service, Banking, Microsoft Office, Insurance, Microsoft Excel, Microsoft Word, Leadership, Strategic Planning, Management, Team Building, Time Management, Team Leadership, Process Improvement, Teamwork, Outlook, Financial Analysis, Data Analysis, PowerPoint, Training, Recruiting, Human Resources, Social Networking, Cold Calling, Interviews, Call Centers, Sales, Account Management

Education
Mary Baldwin College   2011 — 2014
B.A., Sociology

Sonoma State UniversityRohnert   2009 — 2010
Bachelor of Arts, Sociology

Modesto Junior College   2007 — 2009
Associate of Arts, General Studies

Patrick Pritchard, CPP Patrick Pritchard, CPP Miami/Fort Lauderdale Area Details
Patrick Pritchard, CPP's Wachovia Bank Experience March 2002 - December 2003
Job SVP Product Strategy at TouchSuite
Industry Financial Services
Experience
TouchSuite  March 2015 - Present
Vantiv Merchant Services   July 2011 - February 2015
First Data Merchant Services  November 2008 - July 2011
Entourage Incorporated   February 2005 - November 2008
Merrill Lynch Investment Managers  March 2004 - February 2005
Wachovia Bank   March 2002 - December 2003
Bank of America  March 1999 - March 2002

Skills
Sales Management, Customer Relations, New Business Development, Strategic Planning, Team Building, Risk Management, Account Management, Consultative Selling, Banking, Team Leadership, Business Planning, Business Strategy, Forecasting, Salesforce.com, Hiring, Call Center, Selling, Call Centers, CRM, Merchant Services, Lead Generation, Strategic Partnerships, Leadership, Strategy, Training, Sales, Management, Customer Service, Financial Services, Credit Cards, Relationship Management

Education
Nebraska Wesleyan University   1994 — 1996
Business Administration

University of Nebraska-Lincoln   1992 — 1994

DeMarcus Moore DeMarcus Moore Dallas/Fort Worth Area Details
DeMarcus Moore's Wachovia Bank Experience September 2008 - September 2009
Job Training Coordinator at Nissan Motor Acceptance Corporation
Industry Human Resources
Experience
Nissan Motor Acceptance Corporation  September 2013 - Present
Nissan Motor Acceptance Corporation  March 2012 - September 2013
UT Southwestern Hospital   September 2011 - April 2012
Santander Consumer USA  March 2010 - August 2011
Wachovia Bank   September 2008 - September 2009
T-Mobile Inc  January 2008 - August 2008
Home Depot  October 2005 - January 2008

Skills
Interviewing, Scheduling, Customer Service, Onboarding, Outlook, HRIS, Word, Payroll, Administration, Call Center, Employee Relations, Team Building, Compliance, Excel, Hiring, Problem Solving, Benefits Administration, Talent Acquisition, Microsoft Office, Employee Engagement, Banking, Database Administration, PowerPoint, Payroll Processing, Recruitment/Retention, Conflict Resolution, Applicant Tracking..., Temporary Placement, Microsoft Excel, Recruiting, Interviews, Leadership, Time Management, Call Centers, Process Scheduler, Microsoft Word, Training

Education
Miles College
Business Administration

Texas Southern University
degree

Sergio Armani Sergio Armani Greater Philadelphia Area Details
Sergio Armani's Wachovia Bank Experience January 2002 - January 2006
Job Director, Business Development & Strategic Account Services at Schulman IRB
Industry Pharmaceuticals
Experience
Schulman IRB  August 2015 - Present
Schulman IRB  March 2015 - Present
Bio-Optronics, Inc.   January 2012 - March 2015
Neighborhood Bike Works  January 2009 - July 2013
Greenphire  March 2010 - January 2012
Neighborhood Bike Works  January 2010 - January 2011
PUMA Sales Management   December 2008 - April 2010
ADP  January 2007 - January 2009
Integrated Benefit Services, Inc.   September 2006 - December 2007
Wachovia Bank   January 2002 - January 2006

Skills
Business Development, Healthcare, Management, Leadership, Project Management, Clinical Research, Clinical Trials, Pharmaceutical Industry, Research, Sales, Non-profits, Nonprofits, CRO, Enterprise Software, Customer Service, Marketing Strategy, Strategic Planning, Marketing, System Administration, CTMS, PowerPoint, Microsoft Office, Sales Management, Cloud Computing, Healthcare Information..., Cross-functional Team..., Organizational..., Problem Solving, Sales Presentation..., New Business Development, Program Management, Sales Process, Strategy, Consulting, Microsoft Excel, Process Improvement, Contract Negotiation, Team Building, Pharmaceuticals, Business deve, Life Sciences, Training, Budgeting, Excel, Administration, Biotechnology, Medical Devices, IRB, Regulatory Compliance

Education
Muhlenberg College
Bachelor of Arts (B.A.), Human Resources Management and Services

Villanova University

Lotes Nelson, MS, LPC, NCC, Doctoral Student Lotes Nelson, MS, LPC, NCC, Doctoral Student Charlotte, North Carolina Area Details
Lotes Nelson, MS, LPC, NCC, Doctoral Student's Wachovia Bank Experience 1998 - 2008
Job NBCC MFP Fellow, Graduate Teaching Assistant at UNC Charlotte (Counseling Department)
Industry Mental Health Care
Experience
Private Practice  November 2011 - Present
UNC Charlotte  August 2014 - 2015
Teen Health Connection (Carolinas Healthcare System)   July 2011 - June 2013
Walden University  April 2011 - December 2011
The Renfrew Center Charlotte, NC   August 2010 - June 2011
The Vanguard Group  January 2008 - March 2010
Wachovia Bank   1998 - 2008

Skills
Conflict Resolution, Coaching, Leadership Development, Public Speaking, Leadership, Training, Career Counseling, Team Building, Fundraising, Non-profits, Customer Service, Event Planning, Community Outreach, Psychology, Strategic Planning, Psychotherapy, Nonprofits, Staff Development, Teaching, PowerPoint, Mental Health, Workshop Facilitation, Employee Training, Adolescents, Mental Health Counseling, Therapists, Family Therapy, Treatment, Grief Counseling, Personal Development, Program Development, Social Services, Crisis Intervention, Clinical Research, Group Therapy, Case Managment, Stress Management, CBT, Counseling Psychology, Motivational..., Interventions, Self-esteem, Behavioral Health, Recruiting, Anger Management, Google Groups, Life Transitions, Solution Focused, Clinical Supervision, Stress

Education
Walden University   2012 — 2016
Doctor of Philosophy (Ph.D), Counselor Education and Supervision, Counselor Education and Supervision

Walden University   2008 — 2011
Master's in Mental Health Counseling, Mental Health

Montreat College   2002 — 2006
Bachelor of Science, Management

Leigh Ann Thomason Leigh Ann Thomason Miami/Fort Lauderdale Area Details
Leigh Ann Thomason's Wachovia Bank Experience June 2005 - July 2007
Job Sales at Jared the Galleria of Jewelry
Industry Retail
Experience
Jared the Galleria of Jewelry  December 2014 - Present
Sur La Table  March 2014 - December 2014
Sur La Table  March 2013 - February 2014
Crate and Barrel  March 2010 - June 2012
Crate and Barrel  March 2010 - February 2011
Infrastructure Security Solutions, LLC (ISS)   August 2009 - February 2011
Sacred Sounds   January 2009 - March 2009
Sure Fix Home Repair and Remodeling   April 2008 - October 2008
Wachovia Bank   June 2005 - July 2007
Maritime Security Council (MSC)   December 2001 - May 2006

Skills
Leadership, Management, Training, Sales, Customer Satisfaction, Event Planning, Merchandising, Advertising, Social Media, Customer Service, Time Management, Project Planning, CRM, Logistics, Retail, Personnel Management, Social Media Marketing, Social Networking, Social Skills, Employee Training, Customer Retention, Loss Prevention, Hiring, Visual Merchandising, Marketing, Inventory Management, Inventory Control, Store Management, Retail Sales, Microsoft Office, Event Management, Store Operations, Team Building, Marketing Strategy, Profit, Team Leadership, Operations Management, Driving Results, Microsoft Word, Recruiting, Fashion, New Business Development, Public Speaking, Interviews, POS, Communication, Project Management, Sales Management, Apparel, Problem Solving

Education
Montgomery County Community College
Fine and Studio Arts

WJ

Vonetta Hawkins Vonetta Hawkins Greater New York City Area Details
Vonetta Hawkins's Wachovia Bank Experience April 1995 - December 2009
Job Store Manager
Industry Financial Services
Experience
Real Estate Mortgage Network  February 2010 - Present
Wachovia Bank   April 1995 - December 2009

Education
Middlesex County College
Accounting

Anthony DeFazio Anthony DeFazio Charlotte, North Carolina Area Details
Anthony DeFazio's Wachovia Bank Experience 2005 - 2010
Job Financial Center Manager/Residential Lending Specialist
Industry Banking
Experience
Fifth Third Bank  April 2012 - Present
Allen Tate Mortgage  2010 - 2012
Wachovia Bank   2005 - 2010

Skills
Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Refinance, FHA, Residential Mortgages, USDA, VA loans, FHA financing, Credit, Banking, Business Development, Building Relationships, Marketing Strategy, Client Relations Skills, Communication Skills

Education
Mohawk Valley Community College-Utica Branch   1986 — 1989
Associate of Arts and Sciences (AAS), Marketing/Marketing Management, General, 3.0

Elaine Cheong Elaine Cheong Greater New York City Area Details
Elaine Cheong's Wachovia Bank Experience May 2001 - September 2004
Job Director, Global Commercial Banking International Subsidiaries at Bank of America
Industry Banking
Experience
Bank of America  September 2010 - Present
Bank of America  November 2004 - August 2010
Wachovia Bank   May 2001 - September 2004
Citi  July 1997 - July 1998
Standard Chartered Bank  July 1994 - June 1997
ANZ  July 1986 - July 1994

Skills
Loan Negotiation and..., International Corporate..., International Banking;..., Client Portfolio..., Global Relationship..., Delivery of Integrated..., Commercial Banking in..., Financial Services..., Australian; US..., Client Relationship..., Corporate Finance;..., Securities License..., Asset Based Financing;..., Credit, Credit Analysis, Commercial Banking, Portfolio Management, Banking

Education
Royal Melbourne Institute of Technology   1987 — 1989
Post Graduate Diploma in Corporate Finance, Banking, Corporate, Finance, and Securities Law

Monash University   1982 — 1985
Bachelor of Economics, Economics and Business

Securities License Series 7 & 63

Joe DeMarco Joe DeMarco Greater Philadelphia Area Details
Joe DeMarco's Wachovia Bank Experience January 2004 - May 2009
Job South Jersey area manager at Family First Funding, LLC
Industry Gambling & Casinos
Experience
Family First Funding, LLC  October 2014 - Present
The Gaming Consigliere   March 2014 - Present
Total Financial Networks   April 2010 - Present
Total Financial Networks LLC   January 2004 - Present
Treasure Island Resort & Casino  September 2012 - August 2013
Rymax Marketing Services  September 2011 - June 2012
Superior Home Mortgage Co   January 2009 - May 2010
Infinity Home Mortgage   May 2009 - November 2009
Wachovia Bank   January 2004 - May 2009
Trump Marina Casino   June 1985 - December 2003

Skills
Sales Management, Mortgage Lending, Sales, Credit, Leadership, Management, Marketing, Marketing Strategy, Customer Service, Sales Operations, CRM, Coaching, Loans, Team Management, Recruiting, Customer Retention, Budgets, Training, Team Building, New Business Development, Strategic Planning, Banking, Customer Satisfaction, Small Business, Selling, Business Development, Business Planning, Hospitality, Resorts, Hotels, Operations Management, Gaming Industry, Hospitality Management, Finance, Mortgage Banking, Casino, Event Management, FHA, Team Leadership

Education
Montclair State University   1980 — 1981

Immaculate Conception HS, Montclair NJ   1976 — 1980

Camille Acosta Camille Acosta Austin, Texas Area Details
Camille Acosta's Wachovia Bank Experience February 2008 - July 2010
Job Experienced Service and Sales Manager
Industry Banking
Experience
BB&T  June 2014 - Present
Citibank, N.A.   April 2012 - June 2014
Wells Fargo Bank  July 2010 - April 2012
Wachovia Bank   February 2008 - July 2010

Skills
Operations Management, Cross Selling, Small Business Lending, Lines Of Credit, Consumer Lending, Mortgage Lending, Loans, Commercial Lending, Home Equity Lines of..., Credit, Commercial Banking, Banking, Retail Banking, Asset Management, Branch Banking, Branch Management, Commercial Mortgages, Credit Analysis, Credit Cards, Credit Risk, Deposits, FHA, Financial Services, Home Equity Loans, Leadership, Loan Origination, Management, Sales, Treasury Management

Education
New Mexico State University   1998 — 2003
Business Management, Operations Management, Economics, Accounting

Henry Tur Henry Tur United States Details
Henry Tur's Wachovia Bank Experience 1998 - 2009
Job Underwriter (Safe) 3 at Wells Fargo Home and Consumer Finance Group
Industry Banking
Experience
Wells Fargo Home and Consumer Finance Group  January 2013 - Present
GM Financial/AmeriCredit  August 2011 - August 2012
Bucks County Bank  2009 - 2011
Wachovia Bank   1998 - 2009
CoreStates  January 1997 - January 1998
CoreStates Bank  January 1995 - January 1997
CoreStates Bank  January 1994 - January 1995
Bucks County Bank  January 1989 - January 1994
Bucks County Bank  January 1987 - January 1989

Skills
Commercial Lending, Portfolio Management, Insurance, Finance, Leadership, Refinance, Financial Analysis, Negotiation, Loan Origination, Commercial Banking, Credit Analysis, Lines Of Credit, Mortgage Lending, Small Business Lending, Financial Services

Education
Montgomery County Community College   1981 — 1983
A.S., Business Adminstration

Montgomery County Community CollegeAmerican Institute of Banking
A.S. Business AdministrationCertificate, Commercial and Consumer Lending

Sachin Mahajan, MBA Sachin Mahajan, MBA Washington D.C. Metro Area Details
Sachin Mahajan, MBA's Wachovia Bank Experience June 2007 - September 2010
Job Vice President, Sovereign, Supras and Agencies Group
Industry Banking
Experience
Wells Fargo  July 2012 - Present
Wells Fargo Bank  September 2010 - June 2012
Wachovia Bank   June 2007 - September 2010
Wachovia, A Wells Fargo Company  April 2004 - May 2007
Lord's Infotech, Inc   April 2000 - February 2004
Hind Sports Pvt. LTD.   June 1998 - February 2000

Skills
Global Business..., Risk Analysis, Credit Analysis, Finance, Credit, Leadership, Strategy, Relationship Management, Management, Portfolio Management, Analysis, Business Development

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2010 — 2012
ONEMBA, Global MBA concentrating on International business environment

Monash University   1995 — 1998
Melbourne, Australia, Bachelor's of Business Administration

Rebecca Kober Rebecca Kober Parker, Colorado Details
Rebecca Kober's Wachovia Bank Experience April 1989 - March 2003
Job Staff Accountant at Wellbridge
Industry Accounting
Experience
Wellbridge  September 2014 - Present
CliftonLarsonAllen  November 2013 - August 2014
Tree Top, Inc.   June 2010 - July 2013
Wachovia Bank   April 1989 - March 2003

Skills
Account Reconciliation, General Ledger, Finance, Variance Analysis, Accounts Receivable, Accounting, Budgets, Bank Reconciliation, Financial Statements, Analysis, GAAP, Bookkeeping, Tax

Education
University of Maryland University College   2003 — 2009
Bachelor of Science (BS), Finance, General

Muhlenberg College   1994 — 1999
Associate of Arts (AA), Accounting

Kristen Goglia Kristen Goglia Greater New York City Area Details
Kristen Goglia's Wachovia Bank Experience June 2004 - December 2006
Job Staff Accountant at ProHealth Physicians
Industry Financial Services
Experience
ProHealth Physicians  July 2007 - Present
Muhlenberg College  January 2007 - May 2007
Muhlenberg College  August 2003 - May 2007
Wachovia Bank   June 2004 - December 2006

Education
Muhlenberg College   2003 — 2007
BA, International Business, Finance

Steve Miller Steve Miller Ruston, Louisiana Details
Steve Miller's Wachovia Bank Experience August 1990 - October 1992
Job Accomplished recruiting leader with extensive diversified management experience (LION)
Industry Oil & Energy
Experience
Hunt, Guillot & Associates   December 2013 - Present
Software & Services, LLC   March 2008 - November 2013
Federal Reserve Bank of Kansas City  July 1995 - June 2007
5 Star Bank   December 1992 - June 1995
Wachovia Bank   August 1990 - October 1992
Bank of America  July 1983 - August 1990

Skills
Strategic Planning, Financial Analysis, Management, Team Building, Human Resources, Leadership, Customer Service, Data Analysis, Budgets, Process Improvement, Public Speaking, Training, Project Management, Operations Management, Banking, Recruiting, Accounting, Leadership Development, Business Planning, Business Strategy, Coaching, Employee Relations, Performance Management, Management Consulting, Talent Management, Personnel Management, Organizational..., Business Development, Business Process..., Technical Recruiting, Temporary Placement, Sourcing, College Recruiting, Interviews, Applicant Tracking..., Contract Recruitment, Staffing Services, Petroleum, Engineering, Project Engineering, Energy, Oil & Gas, Gas, Petrochemical, Supervisory Skills, Strategy

Education
New Mexico State University
Master of Business Administration (MBA), 4.0 GPA

New Mexico State University
Bachelor of Business Administration (B.B.A.), Finance, 3.9 GPA

Ameer Blackmon Ameer Blackmon Greater Philadelphia Area Details
Ameer Blackmon's Wachovia Bank Experience Financial SpecialistWachovia Securities LLC2007 - Present
Job Financial Specialist at Wachovia Bank
Industry Financial Services
Experience
Wachovia Bank   Financial SpecialistWachovia Securities LLC2007 - Present

Education
Morehouse College   2000 — 2004

Phil Sergi Phil Sergi Greater Philadelphia Area Details
Phil Sergi's Wachovia Bank Experience May 2006 - Present
Job Asst Vice Presidant at Wachovia Bank
Industry Financial Services
Experience
Wachovia  May 2006 - Present
Wachovia Bank   May 2006 - Present
Doylestown Shell   May 1996 - July 2005

Education
Montgomery County Community College

John Suranofsky John Suranofsky Allentown, Pennsylvania Area Details
John Suranofsky's Wachovia Bank Experience September 1988 - April 2002
Job Retired Commericila Real Estate Banker
Industry Commercial Real Estate
Experience
Wachovia Bank   September 1988 - April 2002

Skills
Real Estate Economics, Loans, Commercial Real Estate, Risk Management, Due Diligence, Commercial Mortgages, Financial Analysis, Financial Modeling, Disposition, Brokerage, Contract Negotiation, Leases, Real Estate Financing, Portfolio Management, Finance

Education
Moravian College   1968 — 1972
BA, Economics

Hubert Humphrey CFA, CAIA Hubert Humphrey CFA, CAIA Charlotte, North Carolina Details
Hubert Humphrey CFA, CAIA's Wachovia Bank Experience 1992 - 1998
Job SVP, Global Alternative Investment Services, Inc. at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Corporation  September 2005 - Present
Guardian Lexington Capital, LLC   August 2003 - September 2005
Alternative Strategies Brokerage Services, Inc., Wells Fargo   September 1998 - August 2003
Wachovia Bank   1992 - 1998

Skills
Series 7, Alternative Investments, Asset Allocation, Wealth Management, Investments, Portfolio Management, Series 63, Mutual Funds, Hedge Funds, Asset Managment, Investment Management, Investment Strategies, Fixed Income, Equities, Investment Advisory, Retirement Planning, Securities, Strategic Financial..., Financial Services, Capital Markets, Asset Management, Derivatives, Finance, Strategy

Education
Northwestern University - Kellogg School of Management   1982 — 1984
MM, Finance, Marketing

Morehouse College   1978 — 1982
Bachelor of Arts, Business Administration with concentration in Accounting and Finance

Tara Corbley Tara Corbley Greater New York City Area Details
Tara Corbley's Wachovia Bank Experience September 2006 - Present
Job Student at New Jersey City University
Industry Accounting
Experience
Wachovia Bank   September 2006 - Present

Education
New Jersey City University   2006 — 2008

Timothy Bialobok, CFA Timothy Bialobok, CFA Greater New York City Area Details
Timothy Bialobok, CFA's Wachovia Bank Experience May 2003 - July 2006
Job VP, Portfolio Manager @ US Trust
Industry Investment Management
Experience
US TRUST  February 2010 - Present
U.S. Trust   August 2006 - January 2010
Wachovia Bank   May 2003 - July 2006

Skills
Asset Allocation, Alternative Investments, Equities, Hedge Funds, Wealth Management, Investments, Financial Analysis, Capital Markets, Accounting, Portfolio Management, Fixed Income, Valuation

Education
Montclair State University   2007 — 2010
MBA, Finance and Accounting

Villanova University   1996 — 2000
BS, Biology

Amsterdam High School   1992 — 1996

Anwar Young Anwar Young Greater Philadelphia Area Details
Anwar Young's Wachovia Bank Experience March 2005 - March 2008
Job Director / Senior Underwriter
Industry Banking
Experience
Wells Fargo Capital Finance  March 2008 - Present
Wachovia Bank   March 2005 - March 2008
Wachovia Bank   February 2001 - February 2005
First Union  September 1996 - February 2001

Skills
Banking, Credit, Credit Analysis, Finance, Loans, Financial Modeling, Portfolio Management, Public Speaking, Underwriting, Management, Corporate Finance

Education
Morehouse College   1992 — 1996
Bachelors, Accounting

David Benjamin David Benjamin Cincinnati Area Details
David Benjamin's Wachovia Bank Experience 1995 - 1999
Job Commercial / B2B Payments
Industry Banking
Experience
Capital One Bank  July 2014 - Present
Fifth Third Bank  May 2010 - July 2014
Bank of America  March 2005 - December 2009
Visa  September 1999 - March 2005
Wachovia Bank   1995 - 1999
US Bank  1991 - 1995
Credit Bureau Reports   1985 - 1988

Education
Minnesota State University, Mankato   1979 — 1983
BS

Patrick Triplett Patrick Triplett Greater Atlanta Area Details
Patrick Triplett's Wachovia Bank Experience May 1990 - March 2006
Job Vice President at Branch Banking and Trust
Industry Banking
Experience
Branch Banking and Trust  April 2007 - Present
Wachovia Bank   May 1990 - March 2006

Education
Morehouse College   1980 — 1984

Elijah Watson Elijah Watson Charlotte, North Carolina Area Details
Elijah Watson's Wachovia Bank Experience June 2000 - May 2010
Job CTE Business Teacher at CharlotteMecklenburg Schools
Industry Banking
Experience
Charlotte-Mecklenburg Schools  November 2014 - Present
S.T.A.R.S. Math & English Academy   March 2000 - Present
Wells Fargo Bank  June 2010 - May 2014
Wachovia Bank   June 2000 - May 2010
First Union National Bank  December 1999 - June 2000

Education
Strayer University   2006 — 2007
MBA, Management

Morehouse College   1993 — 1998
BA, Finance

Harlan High School

Ted Wiener Ted Wiener Charlotte, North Carolina Area Details
Ted Wiener's Wachovia Bank Experience March 1992 - March 2005
Job VP, Sales at American Stock Transfer & Trust Company, LLC
Industry Financial Services
Experience
American Stock Transfer & Trust Company, LLC   April 2006 - Present
Wachovia Bank   March 1992 - March 2005

Skills
Capital Markets, Securities, Equities, Corporate Actions, Financial Services

Education
University of Massachusetts Dartmouth   1985 — 1988
BS, accounting

Mount St. Mary's University   1983 — 1985

Eddie S. Washington Eddie S. Washington Greater Nashville Area Details
Eddie S. Washington's Wachovia Bank Experience October 2000 - February 2006
Job HP ServiceCenter | HP Service Manager | ServiceNow Developer at Washington Information Technologies, LLC
Industry Information Technology and Services
Experience
Washington Information Technologies, LLC   2010 - Present
Nationwide Insurance  2010 - 2014
R.DORSEY+COMPANY   2006 - 2010
AAMU Research Institute   2003 - 2009
Wachovia Bank   October 2000 - February 2006
Systems Integration/Modeling & Simulation, Inc.   February 1997 - October 2000

Skills
Integration, Software Development, XML, Oracle, JavaScript, Microsoft SQL Server, Objective-C, iOS development, Vendor Management, Change Management, Program Management, Requirements Analysis, Request Management, IT Service Management, Requirements Gathering, Database Design, Agile Methodologies, Databases, Configuration Management, Visio, Incident Management, AJAX, MySQL, SDLC, Service Management, PHP, Web Applications, Business Analysis, Unix, Software Project..., Management

Education
Mississippi State University
BS

Bill Bowden Bill Bowden Greater Atlanta Area Details
Bill Bowden's Wachovia Bank Experience 1998 - 2001
Job Call Center/Collections Management Professional
Industry Financial Services
Experience
Kabbage, Inc  August 2014 - Present
JD Byrider  August 2011 - April 2014
Navigator Acceptance   March 2011 - April 2013
CompuCredit  January 2002 - March 2011
Wachovia, A Wells Fargo Company  1998 - 2001
Wachovia Bank   1998 - 2001
Equifax Risk Management  1996 - 1998
Equifax  1996 - 1998

Skills
Business Analysis, Business Process..., Call Center, Coaching, Credit Analysis, Credit Cards, Credit Risk, Cross-functional Team..., Customer Satisfaction, Customer Service, Finance, Financial Analysis, Forecasting, Leadership, Management, Microsoft Excel, Microsoft Office, Operations Management, Process Improvement, Quality Assurance, Relationship Management, Risk Management, Team Building, Team Leadership, Team Management, Training, Vendor Management, Call Centers, Credit, Recruiting, Sales, Six Sigma

Education
Morris Brown College   1987 — 1992

Heather Pomeranz Heather Pomeranz Alexandria, Minnesota Details
Heather Pomeranz's Wachovia Bank Experience 1998 - 2009
Job Sales Development Manager
Industry Banking
Experience
Bank of the West  March 2011 - July 2014
Wells Fargo Bank  March 2011 - July 2014
Wachovia Bank   1998 - 2009
World Savings  April 2007 - May 2008
World Savings Bank  1998 - 2007
World Savings Bank  1999 - 2003

Skills
Coaching, Mergers & Acquisitions, Training, Loans, Finance, Sales Management, Selling, Leadership, Portfolio Management, Mortgage Lending, Banking, Underwriting, Employee Engagement, Credit

Education
Minnesota State University, Moorhead   1994 — 1995
English

Jefferson Senior High School   1993 — 1994

Vinod Illickel Vinod Illickel Greater New York City Area Details
Vinod Illickel's Wachovia Bank Experience 2005 - 2006
Job QA Lead / Release Management at Cognizant Client
Industry Information Technology and Services
Experience
Cognizant Client   June 2010 - Present
Cognizant Technology Solutions  2010 - 2013
Wells Fargo  February 2009 - April 2010
CompuCredit  January 2008 - December 2008
EMC Mortgage  April 2007 - September 2007
Mellon Financial  October 2006 - March 2007
Wachovia Bank   2005 - 2006
Cognizant Client   March 2004 - July 2005

Skills
Testing, Test Automation, Databases, Access, Release Management, Test Management, .NET, Change Management, Software Project..., Quality Assurance, Requirements Analysis, Test Planning, Scrum, Waterfall, Test Cases, Quality Center, SDLC, System Testing, QTP, Agile Methodologies, Oracle, Microsoft SQL Server, Regression Testing, Software Development, HP Quality Center

Education
National Institute of Information Technology   1994 — 1994
Honours Diploma in System Management, Computers

University of Calicut   1989 — 1993
Bachelor of Science, Mathematics

Lori Evangelista Lori Evangelista Charlotte, North Carolina Area Details
Lori Evangelista's Wachovia Bank Experience 2000 - 2004
Job Dance Instructor/Choreographer at Showcase Dance Centre
Industry Arts and Crafts
Experience
Showcase Dance Centre   August 2008 - Present
Morris-Jenkins   January 2008 - February 2010
Miller Street Dance Academy   August 2004 - June 2009
Bankers Life and Casualty Company  2007 - 2008
Wachovia Bank   2000 - 2004

Skills
Insurance, Customer Service, Life Insurance, Retirement Planning, Disability Insurance, Microsoft Excel, Retirement, Term Life Insurance

Education
Mohawk Valley Community College   1996 — 1999
Assoiciate of Applied Science, Graphic Design

Patrick D. Morris Patrick D. Morris United States Details
Patrick D. Morris's Wachovia Bank Experience September 1997 - December 2006
Job SVP Regional Credit Officer at Susquehanna Bank, a division of BB&T
Industry Banking
Experience
Susquehanna Bank  February 2014 - Present
National Penn Bank  April 2010 - February 2014
Harleysville National Bank  December 2006 - April 2010
Wachovia Bank   September 1997 - December 2006
Fleet Bank  1991 - 1997

Skills
Credit, Credit Analysis, Banking, Portfolio Management, Commercial Lending, Loans, Commercial Banking, Small Business Lending, Financial Analysis, Credit Risk, Underwriting, Loan Origination, Commercial Mortgages, Risk Management

Education
Fairleigh Dickinson University-Florham Campus   1989 — 1994
MBA, Finance

Muhlenberg College   1982 — 1986
BA, Bus Admin / History

Keith J. Harper Keith J. Harper Trenton, New Jersey Details
Keith J. Harper's Wachovia Bank Experience June 2007 - February 2011
Job Store Manager, AVP at Wells Fargo
Industry Banking
Experience
KJH Travels   December 2013 - Present
Wells Fargo  December 2012 - Present
Wells Fargo Bank  February 2011 - December 2012
Wachovia Bank   June 2007 - February 2011
Wells Fargo Financial  2005 - 2007

Skills
Loans, Credit, Mortgage Lending, Credit Analysis, Cross Selling, Retail Banking, Financial Analysis, Customer Service, Risk Management, Microsoft Excel, Microsoft Office, Accounting, Leadership, Process Improvement, Sales Management, Banking, Consumer Lending, Relationship Management, Financial Services, Sales, Commercial Lending, Mortgage Banking, Loan Origination, Coaching, Training, Finance, Commercial Banking, Deposits, Lines Of Credit, Microsoft Word, Small Business Lending, Residential Mortgages, Underwriting, Refinance

Education
Harris School of Business & Healthcare   2007 — 2008
Certification, Massage Therapy

Monmouth University   1999 — 2004
Bachelor of Science, Business Administration and Management, General

Hamilton High School West   1995 — 1999

Joe Sladek Joe Sladek Washington D.C. Metro Area Details
Joe Sladek's Wachovia Bank Experience July 2005 - Present
Job Senior Financial Specialist, Assistant Vice President at Wachovia Bank
Industry Financial Services
Experience
Wachovia Bank   July 2005 - Present

Education
Mount St. Mary's University   2001 — 2003

Sharman Hartwick Sharman Hartwick Charlotte, North Carolina Area Details
Sharman Hartwick's Wachovia Bank Experience 2007 - 2008
Job Project Coordinator at Wells Fargo
Industry Banking
Experience
Wells Fargo  2009 - Present
Wachovia Bank   2007 - 2008
Wachovia Bank   2004 - 2007
Wachovia Bank   2002 - 2004
First Union Bank  1999 - 2002

Skills
SDLC, PMO, Business Analysis, Risk Management, PMP, Banking, Project Portfolio..., Vendor Management, Project Management, Requirements Analysis, Program Management, Process Improvement, Requirements Gathering, Visio

Education
Montreat College
BS, Business Administration

University of North Carolina at Charlotte
Paralegal Certification Program

Bonnie Gillette Bonnie Gillette Baltimore, Maryland Area Details
Bonnie Gillette's Wachovia Bank Experience March 1998 - February 2005
Job Retirement Plan Services
Industry Financial Services
Experience
T Rowe Price  May 2006 - Present
Wachovia Bank   March 1998 - February 2005

Skills
Mutual Funds, Series 7, Investments, Asset Management, Series 63

Education
Morgan State University   1970 — 1975
BA, Education

Paul Cahill Paul Cahill Greater New York City Area Details
Paul Cahill's Wachovia Bank Experience 1995 - 2007
Job Head of Product Management Institutional Solutions
Industry Financial Services
Experience
BNP Paribas  November 2007 - Present
US Bank  October 1995 - November 2007
Wachovia  1995 - 2007
Wachovia Bank   1995 - 2007
Merrill Lynch  1989 - 1995
Prudential Bache Securities  1983 - 1985

Education
Monmouth University   1982 — 1987
MBA, Finance

Jatana Cloud Jatana Cloud Charlotte, North Carolina Area Details
Jatana Cloud's Wachovia Bank Experience March 2000 - October 2005
Job National Business Banking Phone Banker at Wells Fargo
Industry Human Resources
Experience
Wells Fargo  March 2013 - Present
iQor  March 2012 - Present
Aon Hewitt  November 2010 - January 2012
MISSJSC ACCESSORY   January 2000 - December 2011
Wells Fargo  December 2009 - February 2010
Wells Fargo Bank  June 1996 - June 2009
Wachovia Bank   March 2000 - October 2005
Wachovia Bank   January 2000 - May 2000
Wachovia  February 1999 - March 2000

Skills
Project Planning, Organization, Coordination, System Administration, Fashion, Leadership Development, Employee Relations, Coaching, Performance Management, Organizational..., Employee Engagement, Succession Planning, Training, Leadership, Project Management, Customer Service, Budgets, Talent Management, Time Management, Access, Staff Development, Deferred Compensation, Sales, Recruiting, Event Planning, Executive Coaching

Education
Pfeiffer University   2006 — 2009
MSL, Leadership & Organizational Change

Montreat College   1998 — 2003
Bachelor Business Administration, Business

West Charlotte Senior High   1992 — 1995

Jill Herrington Jill Herrington Odessa, Florida Details
Jill Herrington's Wachovia Bank Experience September 2001 - February 2005
Job Customer Service at United Travel Service
Industry Retail
Experience
United Travel Service   February 2013 - Present
Goodwill Industries  February 2010 - July 2011
Cost Plus World Market  September 2008 - August 2009
Schurman Retail Group (American Greetings, Carlton and Papyrus stores)   September 2007 - August 2008
McGlone Law Firm   2005 - 2007
Wachovia Bank   September 2001 - February 2005
Mystique Jewelers   February 2001 - August 2001
Damascus Community Bank  August 1996 - February 2001
Tom and Ray's Restaurant   September 1993 - January 1997

Education
Northern Virginia Community College   2002 — 2005
General

Montgomery College   1995 — 2001
General

Damascus High School   1990 — 1994
Graduated

William Gilmartin William Gilmartin Greater Pittsburgh Area Details
William Gilmartin's Wachovia Bank Experience November 2004 - May 2007
Job Wholesaler at Capital Group
Industry Financial Services
Experience
Capital Group  January 2014 - Present
American Funds  December 2012 - December 2013
JP Morgan Asset Management  October 2010 - October 2012
JP Morgan Asset Management  January 2009 - September 2010
J&W Seligman  May 2007 - November 2008
Wachovia Bank   November 2004 - May 2007
UBS Financial Services  January 2003 - November 2004

Skills
Financial Advisory, Separately Managed..., Asset Managment, Securities, Uniform Combined State..., Hedge Funds, Series 24, Equities, Series 6, Asset Management, Fixed Income, Financial Services, 401k, Investment Advisory, Investment Strategies, Investments, Retirement Planning, Investment Management, FINRA, Trading, Retirement, Portfolio Management

Education
Monmouth University   1999 — 2001
Bachelors, Business Finance

Allen. hecht Allen. hecht Charlotte, North Carolina Area Details
Allen. hecht's Wachovia Bank Experience Sr IT Project ManagerWachoviaSeptember 2004 - Present
Job Sr IT Project Manager at Wachovia
Industry Information Technology and Services
Experience
Wachovia Bank   Sr IT Project ManagerWachoviaSeptember 2004 - Present
Gerber Alley  1992 - 1996

Skills
SDLC, Business Intelligence, Software Project..., Agile Methodologies, Disaster Recovery, Program Management, Requirements Analysis, PMO, Project Management, Business Process, Business Analysis, Process Improvement, Web Services, Unix, IT Strategy, Business Requirements, Vendor Management, Project Portfolio..., SQL, Data Center, Enterprise Architecture, .NET, Java, XML, SOA, Software Documentation, DB2, Risk Management, Microsoft SQL Server, Software Development, MS Project, Integration, PMP, Business Process..., Information Technology, Solution Architecture, IT Management, Microsoft Project

Education
Monmouth University   1979 — 1982
Bachelors, Computer Science

Christopher Foulk Christopher Foulk Arlington, Virginia Details
Christopher Foulk's Wachovia Bank Experience January 2006 - July 2008
Job Government Contractor at F35 Program Office
Industry Defense & Space
Experience
Wyle  May 2010 - Present
The Wexford Group  August 2008 - May 2010
Wachovia Bank   January 2006 - July 2008
United States Air Force  July 1997 - July 2005

Education
Monmouth University   2005 — 2008
MBA

Virginia Polytechnic Institute and State University - Pamplin College of Business   1993 — 1997
Finance

Devona Brown Devona Brown Charlotte, North Carolina Area Details
Devona Brown's Wachovia Bank Experience December 2006 - Present
Job Project Management
Industry Banking
Experience
Wachovia Bank   December 2006 - Present

Education
Montreat College

Cynthia Crayton Cynthia Crayton Greater Atlanta Area Details
Cynthia Crayton's Wachovia Bank Experience September 2003 - September 2005
Job Learning & Development Consultant at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wells Fargo  October 2009 - Present
Wachovia  September 2002 - September 2009
Wachovia Bank   September 2003 - September 2005
Wachovia Bank   August 1995 - September 2001
First Atlanta  June 1981 - September 1985

Skills
Program Management, Software Documentation, Customer Service, Training, Human Resources, Public Speaking, Process Improvement, Event Planning, Research

Education
Morris Brown College   1977 — 1981
Bachelors of Science, Business Administration

Don Geczi Don Geczi Saint Louis, Missouri Details
Don Geczi's Wachovia Bank Experience 1998 - 2008
Job Director of Registration and Employee Activities at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  2009 - Present
Wachovia Bank   1998 - 2008
Bank of America  1997 - 1998
Merrill Lynch  1984 - 1997

Skills
Insurance, Risk Management, Series 7, FINRA, Series 24, Banking, Compliance, Planning, Problem Solving, Annuities, Cost Reduction, Series 14, CRCP, Series 66, Conflicts of Interest, Code of Ethics, Registration

Education
Monmouth University
BS, Business Administration

University of North Florida - College of Business Administration
MBA

Joe Eric Oliver Joe Eric Oliver Beaumont/Port Arthur, Texas Area Details
Joe Eric Oliver's Wachovia Bank Experience 2008 - 2009
Job Branch Retail Executive, AVP BBVA Compass
Industry Banking
Experience
BBVA Compass  March 2015 - Present
BBVA Compass  November 2013 - Present
Fifth Third Bank  June 2009 - November 2013
Wachovia Bank   2008 - 2009

Skills
Asset Management, Banking, Budgets, Change Management, Commercial Banking, Commercial Lending, Credit, Customer Retention, Customer Service, Finance, Leadership, Loans, Mortgage Lending, New Business Development, Process Improvement, Retail, Strategic Planning, Team Building

Education
Morehouse College

University of North Florida

Pooja Sadhwani Pooja Sadhwani Greater New York City Area Details
Pooja Sadhwani's Wachovia Bank Experience April 2008 - Present
Job Financial Specialist at Wachovia Bank
Industry Banking
Experience
Wachovia Bank   April 2008 - Present
Bank of America  March 2007 - April 2008
Bank of America  March 2006 - March 2007

Education
Montclair State University   1999 — 2004
BA, Sociology - Minor - Criminal Justice

Theresa Lorence Theresa Lorence Tampa/St. Petersburg, Florida Area Details
Theresa Lorence's Wachovia Bank Experience 2004 - 2009
Job review appraiser at IBERIABANK
Industry Banking
Experience
IBERIABANK  May 2011 - Present
Wachovia/Wells Fargo  April 2006 - March 2009
Wachovia Bank   2004 - 2009
Wachovia Bank/World Savings   April 2004 - February 2006
World Savings/Wachovia  March 1987 - April 1996

Education
Minot State University   1975 — 1979
Bachlors in Education, Physical and Health Education

Marian Mauney Marian Mauney Charlotte, North Carolina Area Details
Marian Mauney's Wachovia Bank Experience January 2008 - Present
Job Senior Business Analyst at Wachovia Bank
Industry Banking
Experience
Wells Fargo  2009 - Present
Wachovia Bank   January 2008 - Present
Wachovia Bank   February 2006 - December 2007

Education
Montreat College   1998 — 2000
BA, Business Administration

Montreat College   1998 — 2000
Business Administration

Matt Afflerbach Matt Afflerbach Austin, Texas Area Details
Matt Afflerbach's Wachovia Bank Experience October 2007 - September 2008
Job Enterprise Geospatial Sales Manager at Google
Industry Computer Software
Experience
Google  October 2011 - Present
Oracle  March 2010 - October 2011
Oracle  September 2008 - March 2010
Wachovia Bank   October 2007 - September 2008
World Savings  September 2005 - September 2007

Education
Naropa University   2005 — 2007
B.A., Music

Cedar Valley College   2003 — 2005
AAS, Recording Technology

Windy Miller Windy Miller San Antonio, Texas Area Details
Windy Miller's Wachovia Bank Experience 2001 - 2008
Job Staff Appraiser
Industry Real Estate
Experience
USAA  November 2012 - Present
Lender Processing Services, Inc. (LPS)   December 2009 - November 2010
Miller Appraisal   October 2008 - April 2010
Wachovia Bank   2001 - 2008
Wachovia  2001 - 2008
Wachovia Securities Financial Network  2000 - 2005
World Savings  June 1998 - October 2001

Education
Midwestern State University   1988 — 1990

Rahul Kalyan Rahul Kalyan Greater New York City Area Details
Rahul Kalyan's Wachovia Bank Experience June 2007 - Present
Job IT Executive
Industry Financial Services
Experience
Wachovia Bank   June 2007 - Present
Wachovia Bank   February 2004 - June 2007
Wachovia Securities  March 2001 - February 2004
Tata Consultancy Services  August 1994 - February 2001

Education
National Institute of Technology Tiruchirappalli   1992 — 1994
M.E., Computer Science

Osmania University   1988 — 1992
B.E., Computer Science

Sarah Mantegna (Ehatamm) Sarah Mantegna (Ehatamm) Greater New York City Area Details
Sarah Mantegna (Ehatamm)'s Wachovia Bank Experience 1997 - 1997
Job Math Teacher
Industry Education Management
Experience
The Elisabeth Morrow School  August 2010 - Present
The Bank of New York  2000 - 2002
First Union  1998 - 2000
Wachovia Bank   1997 - 1997

Education
Vanderbilt University - Owen Graduate School of Management   1996 — 1998
M.B.A., Finance

Villanova University   1990 — 1994
B.S., Finance

Montclair State University

Lori McCarthy Lori McCarthy Charlotte, North Carolina Area Details
Lori McCarthy's Wachovia Bank Experience 1992 - November 2009
Job Internal Audit Technology Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank  October 1992 - Present
Wachovia Bank   1992 - November 2009

Education
Murray State University   1981 — 1985
BS, Finance

Claudia Adams Claudia Adams Birmingham, Alabama Area Details
Claudia Adams's Wachovia Bank Experience March 1998 - August 2001
Job Private Banking Standard Underwriter III at Regions Bank
Industry Financial Services
Experience
Regions Bank  August 2012 - Present
Regions Mortgage  December 2011 - August 2012
Regions Mortgage  June 2010 - January 2012
Cadence Bank  September 2008 - August 2009
Wachovia, A Wells Fargo Company  October 2006 - September 2008
SunTrust Bank  August 2001 - October 2006
Wachovia Bank   March 1998 - August 2001
Wachovia Mortgage  March 1997 - March 1998

Skills
Loans, Underwriting, Loan Origination, Credit

Education
Mississippi State University   1992 — 1996
B.B.A, Business Administration; Real Estate and Mortgage Finance

Randy Suggs, CISSP Randy Suggs, CISSP Charlotte, North Carolina Area Details
Randy Suggs, CISSP's Wachovia Bank Experience 2006 - 2009
Job Manager, Database Engineering & Configuration at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  May 2012 - Present
Wells Fargo  2009 - May 2012
Wachovia Bank   2006 - 2009

Skills
GLBA, IT Audit, IT Governance, Risk Assessment, SOX, Database Security, Technology Management, Governance, Sarbanes-Oxley Act, Information Security, Information Security..., Databases, PCI DSS, Enterprise Software, Disaster Recovery, CISSP, Vulnerability Assessment

Education
New Mexico Highlands University   1989 — 1992
BA, Computer Information Systems

Brian Moon Brian Moon Greater Atlanta Area Details
Brian Moon's Wachovia Bank Experience May 2004 - November 2006
Job Top Performing Account Executive
Industry Banking
Experience
PNC  December 2011 - Present
AT&T  December 2006 - November 2011
Wachovia Bank   May 2004 - November 2006
Wells Fargo Bank  May 2004 - November 2006
Bank of America  June 2002 - April 2004
Bank of America  May 2002 - April 2004

Skills
Consulting, Consultative Sales..., Business Intelligence, Closing Contracts, Management Development, Multi-cultural team..., Building Leadership..., Networking Solutions, Marketing, Small Business, Insurance, Coaching, New Business Development, Banking, Cold Calling

Education
Morehouse College   1997 — 2002
Bachelor of Arts, Economics

Avondale High School   1995 — 1997
Diploma, Academics

Morehouse College
Bachelor of Arts, Economics

Gideon Israel Gideon Israel Greater Atlanta Area Details
Gideon Israel's Wachovia Bank Experience July 1978 - August 1999
Job Independent Media Production Professional
Industry Media Production
Experience
Kingdom of YAH   April 1980 - Present
OIC International  2007 - 2007
Wachovia Bank   July 1978 - August 1999
Dispatch Courier Express   July 1978 - February 1979

Skills
Microsoft Office, Customer Service, Social Media, Management, Microsoft Excel, Project Management, Marketing, Public Speaking, Strategic Planning, Sales

Education
Morehouse College   1978 — 1978
I didnt complete 4 years, City/Urban, Community and Regional Planning

MaryHolmes Jr College,SouthWest High School,Henry County Training School   1976 — 1977
Associate's degree, Computer Science

Oswald Daniel Oswald Daniel Greater Atlanta Area Details
Oswald Daniel's Wachovia Bank Experience December 2002 - Present
Job Licensed Financial Specialist at Wachovia Bank
Industry Banking
Experience
Wachovia Bank   December 2002 - Present
Georgia Federal Credit Union  February 2000 - September 2002

Education
Morehouse College   1999 — 2001
Mathematics, Biology

University of Alaska Anchorage   1998 — 1999
Mathematics, Anatomy

East Anchorage High School   1995 — 1999

Tonya C. Walker Tonya C. Walker Charlotte, North Carolina Details
Tonya C. Walker's Wachovia Bank Experience December 1993 - August 2008
Job Business Recovery Manager, Insurance Services at BB&T
Industry Banking
Experience
BB&T  October 2013 - Present
Community Health Systems  July 2011 - December 2012
Bank of America  August 2008 - March 2009
Wachovia Bank   December 1993 - August 2008

Skills
Vendor Management, Disaster Recovery, Risk Management, Business Analysis, Business Continuity, Project Management, SDLC, IT Strategy, Process Improvement, Program Management, Change Management, Disaster Recovery Plans..., Living Disaster..., Satellite Communications, Policies and Procedures, Information Security, Security, SharePoint, Risk Assessment, Analysis, Active Directory, Business Process..., Information Technology, Integration, Leadership

Education
Montreat College   1998 — 2000
Associate, Business Administration

mary barnes mary barnes Columbia, South Carolina Area Details
mary barnes's Wachovia Bank Experience December 2001 - December 2011
Job BPO Analyst at Covenant Properties
Industry Banking
Experience
Covenant Properties   December 2011 - Present
Wachovia Bank   December 2001 - December 2011
Wells Fargo Bank  December 2001 - December 2011
Wells Fargo Home Mortgage  2001 - 2011
El Centro  1985 - 1996

Skills
Mortgage Lending, Loans, FHA, Credit, Mortgage Banking, Loan Origination, Refinance, Banking, Residential Mortgages, Credit Analysis, USDA, Commercial Lending, Mortgage Underwriting, Underwriting, Loss Mitigation, Investment Properties, Management, Microsoft Technologies, Real Estate, Microsoft Office, Sales, Customer Service, Selling, Insurance, Loan Modifications, Financial Analysis, VA loans, Foreclosures, Consumer Lending, Risk Management, Call Centers, Short Sales, First Time Home Buyers, REO, FHA financing, Referrals, VA Loans

Education
University of South Carolina-Columbia   2003 — 2006
msw, social work

Midlands Technical College   1996 — 2001
Associate of Arts (A.A.)A.S, Liberal Arts and Sciences/Liberal Studies

Rhonda Tiffany Rhonda Tiffany Charlotte, North Carolina Area Details
Rhonda Tiffany's Wachovia Bank Experience September 2002 - April 2010
Job Financial Crimes Specialist at Wells Fargo Card Services
Industry Banking
Experience
Wells Fargo Card Services  April 2010 - Present
Wachovia Bank   September 2002 - April 2010
US LEC  September 2000 - September 2002
First Union Bank  March 1996 - September 2000
Norwest Financial  June 1993 - March 1996
Norwest Card Services  August 1988 - June 1993
Fawn Engineering   January 1988 - August 1988
Electro-Mech, Inc.   March 1982 - November 1987

Education
Mohawk Valley Community College   1974 — 1975
Graphic Design

Alex wojdylo Alex wojdylo Greater New York City Area Details
Alex wojdylo's Wachovia Bank Experience April 2004 - January 2007
Job
Industry Banking
Experience
WACHOVIA BANK   April 2004 - January 2007
JP Morgan Chase  December 2002 - May 2004

Education
Nassau Community College

J. Mark Zarra J. Mark Zarra Hilton Head Island, South Carolina Details
J. Mark Zarra's Wachovia Bank Experience 2000 - 2003
Job Owner, Atlantic Mortgage Solutions
Industry Financial Services
Experience
Atlantic Mortgage Solutions   April 2006 - Present
Coastal Mortgage Services of the Low Country, LLC   2003 - 2006
Wachovia Bank   2000 - 2003
Summit Bank  1995 - 2000
Mellon Bank  1994 - 1995
Mellon Bank  1989 - 1993
United Penn Bank   1983 - 1989
United Penn Bank   1983 - 1984
United Penn Bank   1983 - 1983

Skills
Microsoft Office

Education
Moravian College   1979 — 1982
BA, Accounting

Moravian College   1979 — 1982

Moravian College   1979 — 1982

Marian High   1974 — 1978

St Jeromes

Sabine M Scholz Sabine M Scholz Greater Atlanta Area Details
Sabine M Scholz's Wachovia Bank Experience October 2003 - May 2006
Job Financial Crimes Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo  June 2006 - Present
Wachovia Bank   October 2003 - May 2006
Wachovia Bank   December 2001 - October 2003

Skills
PL/SQL, Teradata, Microsoft Office 2007, SharePoint, Six Sigma, Fraud, Risk Management, Analysis, Access, Leadership, Software Documentation, Strategy

Education
Utica College   2009 — 2011
MS, Economic Crime Management

Mount Holyoke College   1993 — 1997
BA, Psychology

Jose Lora Jose Lora Greater New York City Area Details
Jose Lora's Wachovia Bank Experience February 2003 - June 2006
Job Business Development Officer at New Jersey EDA
Industry Banking
Experience
New Jersey Economic Development Authority/ NJEDA  May 2012 - Present
Valley National Bank  June 2010 - January 2012
CITI BANK  April 2009 - April 2010
CITI BANK  April 2009 - April 2010
JPMORGAN CHASE, Upper Bergen County N   June 2006 - April 2009
JPMORGAN CHASE, Upper Bergen County N   June 2006 - April 2009
WACHOVIA BANK   February 2003 - June 2006

Skills
Banking, Budgets, CRM, Business Planning, Cross Selling, Customer Satisfaction, Finance, Loans, Management, Portfolio Management, Marketing Strategy, Process Improvement, Project Management, Retail Banking, Project Planning, Sales, Team Leadership, Training, Credit, Credit Analysis, Relationship Management

Education
Montclair State University
B.S, Finance & Management

Shelley R Shaw Shelley R Shaw Alpharetta, Georgia Details
Shelley R Shaw's Wachovia Bank Experience November 2001 - March 2006
Job Banking Professional
Industry Banking
Experience
Asset Based Lending   March 2006 - February 2008
Wachovia Bank   November 2001 - March 2006
Leveraged Finance   April 2000 - November 2001
Administration-Leveraged Finance   January 2000 - April 2000
Wachovia Bank   November 1999 - January 2000
Wachovia Bank   June 1998 - November 1999
General Loan Administration   January 1997 - June 1998
JIM MAXEY’S BOWLING AND TROPHY SHOP, INC   July 1990 - January 1997
Inventory Analysis Systems   January 1990 - July 1990
MAJIK MARKET   May 1985 - December 1989

Education
National Louis University   2001 — 2002
Master of Science, Managerial Leadership

Monmouth College   1980 — 1984
Bachelor of Arts, Physical Education

AMERICAN INSTITUTE OF BANKING

Tracy Widener Tracy Widener Columbia, South Carolina Area Details
Tracy Widener's Wachovia Bank Experience August 1985 - May 2003
Job Office Manager at Columbia Gastroenterology Associates
Industry Medical Practice
Experience
Columbia Gastroenterology Associates   October 2003 - August 2010
Wachovia Bank   August 1985 - May 2003

Education
Midlands Technical College
Accounting

Newberry College
Accounting

Judith Whalen Judith Whalen Canadensis, Pennsylvania Details
Judith Whalen's Wachovia Bank Experience October 2001 - April 2007
Job Consumer Services Professional
Industry Consumer Services
Experience
CIGNA Healthcare  July 2010 - Present
SunTrust Bank  June 2007 - July 2010
Wachovia Bank   October 2001 - April 2007
Citibank  November 1987 - October 2001

Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Team Building, Sales Management, Negotiation, Outlook, Social Media

Education
Nassau Community College   1984 — 1985
Tort Law/ Real Estate

Marina Perkins Marina Perkins Dallas/Fort Worth Area Details
Marina Perkins's Wachovia Bank Experience February 2009 - September 2009
Job Staff Accountant III at TMX Finance
Industry Financial Services
Experience
TMX Finance  April 2014 - Present
Time Warner Cable  July 2010 - January 2014
Time Warner Cable  September 2009 - August 2010
Williams Financial Group  May 2009 - September 2009
Wachovia Bank   February 2009 - September 2009
Pettit & Barraza   April 2008 - January 2009
"Care" Crisis Center   February 2004 - July 2006
Kazakh State University of International   September 2000 - February 2004
Commercial Bank of Turkmenistan   June 1997 - August 2000

Skills
Account Reconciliation, General Ledger, PeopleSoft, Fixed Assets, Accounts Receivable, Accounts Payable, Financial Analysis, Microsoft Excel, Accruals, Outlook, Financial Statements, Peachtree, Bank Reconciliation, Microsoft Word, Balance, Teamwork, Variance Analysis, Accounting, Microsoft Office, Tax, Access, QuickBooks, Finance, Payroll, Journal Entries, Budgets, Invoicing, Spreadsheets, Financial Reporting, Hyperion Enterprise, Sarbanes-Oxley Act, GAAP, Financial Accounting, Analysis, Sarbanes-Oxley, Pivot Tables, Billing Systems, Data Analysis, Depreciation, Business Analysis, PowerPoint, Internal Controls, Data Entry, Payments

Education
Turkmen State University
MS, Economics

Turkmen State University
BA, International Economics

Mountain View College   2012 — 2013
CPA Program

Diane Gobeil Diane Gobeil Greater Philadelphia Area Details
Diane Gobeil's Wachovia Bank Experience 1991 - 2008
Job Independent Financial Services Professional
Industry Financial Services
Experience
First Niagara Bank, N.A.   January 2013 - Present
Independent Advisor  June 2009 - January 2013
Wachovia Bank   1991 - 2008
SEI and Premier Systems   October 1986 - October 1991
Glenmede  December 1983 - October 1986
Saul Ewing LLP  October 1980 - December 1983

Skills
Wealth Management, Banking, Personal Financial..., Financial Modeling

Education
Neumann University   1980 — 1984
Bachelor of Science, Legal Administration

Wesley College   1978 — 1980
AA, Legal/Paralegal

Glaucia Kelly Glaucia Kelly Greater New York City Area Details
Glaucia Kelly's Wachovia Bank Experience January 2009 - May 2009
Job Motivated professional looking for a rewarding opportunity that will challenge and enhance my career​
Industry Financial Services
Experience
Forrester Research  August 2013 - March 2015
Samsung C&T America   January 2011 - October 2012
Mendonca and Suarez, LLC   October 2009 - April 2010
Wachovia Bank   January 2009 - May 2009
Deutsche Bank  January 2007 - September 2007

Skills
Communication,..., Experienced in..., Outlook, Internet..., Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, Finance, Variance Analysis, Financial Statements, Budgets, Analysis, Accruals, Tax, Sales, Tax Preparation

Education
New Jersey City University
Bachelor of Science (B.S.), Accounting

Allan Kamoroff Allan Kamoroff Lexington, South Carolina Details
Allan Kamoroff's Wachovia Bank Experience April 1991 - June 1994
Job Vice President, AML Operations Support QA Manager
Industry Banking
Experience
TD Bank  September 2011 - Present
Sprint Nextel Corporation  April 2003 - November 2010
Business Telecom Inc  December 2000 - December 2002
First South Bank  April 2000 - October 2000
Wachovia Investments   June 1994 - April 2000
Wachovia Bank   April 1991 - June 1994

Skills
Banking, Risk Management, Financial Risk, Sales, Finance, Credit, Business Analysis, Financial Analysis, Mutual Funds, Human Resources, Sales Operations, Due Diligence, Account Management, Sales Management, Trading, Cold Calling, Loans, Management, AML, Business Development, Software Documentation, Accounting, Call Centers, Analysis, Relationship Management, Internal Audit, B2B, Financial Services, CRM, Investments, Anti Money Laundering

Education
Midlands Technical College   1986 — 1987
Certificate, Communications Network Management

Beth Megel Beth Megel Washington D.C. Metro Area Details
Beth Megel's Wachovia Bank Experience 2005 - 2008
Job Executive Assistant/ Transaction Management at Robert Chevez & Co.
Industry Photography
Experience
exclusively by bethann   Executive Assistant/ Transaction ManagementRobert Chevez & Co.April 2011 - Present
Wachovia Bank   2005 - 2008

Education
Murray State University   1999 — 2003
Graphic Communications, Photography

Holly Egelston Holly Egelston Columbia, South Carolina Details
Holly Egelston's Wachovia Bank Experience September 2008 - December 2009
Job Owner, Holly's Helping Hands
Industry Individual & Family Services
Experience
White Oak of Columbia   March 2015 - Present
Managing my own business   September 2014 - Present
Unitrends  October 2013 - August 2014
Unitrends  September 2013 - October 2013
Unitrends  April 2010 - September 2013
Wachovia Bank   September 2008 - December 2009
Price Waterhouse Coopers  November 2006 - May 2007
BlueCross BlueShield of SC  April 2003 - June 2006
BlueCross BlueShield of SC  December 2001 - April 2003
Added Dimensions   May 2000 - December 2001

Skills
Customer Service, Medical Billing, Credit, Accounts Receivable, Accounting, Banking, Financial Analysis, Account Reconciliation, Process Improvement, Outlook, Netsuite, Salesforce.com, Dunn & Bradstreet, Equifax, Graydon, Start-ups, Selling, New Business Development, Program Management, Microsoft Word, Training, Cold Calling, Direct Sales, Sales Management, Microsoft Excel, Negotiation, PowerPoint, Insurance, Team Leadership, Employee Benefits, Sales, Vendor Management, Recruiting, Business Development, Employee Relations, NetSuite, Budgets, Team Management, Marketing, Inventory Management, Leadership, Access, Account Management, Finance, Research

Education
Midlands Technical College   1998 — 2000
Allied Health, Business Management

Cardinal Newman High School   1993 — 1997
Diploma

Tara Nelson Tara Nelson Charlotte, North Carolina Area Details
Tara Nelson's Wachovia Bank Experience January 1997 - January 2002
Job Field Nurse Case Manager at GENEX Services, LLC
Industry Insurance
Experience
GENEX Services, LLC  2014 - Present
Liberty Mutual Insurance  August 2009 - April 2014
Keys of Carolina  December 2010 - February 2011
HRP Nursing Services   February 2004 - June 2008
Palmetto Health Richland  October 2002 - February 2004
Wachovia Bank   January 1997 - January 2002
Scana Energy  January 1999 - January 2000

Skills
Case Management, Healthcare, Critical Care, Radiology, PACU, Insurance, Nursing, Medical/Surgical, Medicine, Medicare, Utilization Management, Medical Case Management, Telemetry, Medical-Surgical, EMR, Healthcare Management, HIPAA, Hospitals, Process Improvement, Customer Service, Managed Care, Healthcare Information..., Certified Case Manager, Health Insurance, Public Speaking

Education
Midlands Technical College
Associates Degree, Nursing

University of South Carolina-Columbia
Business Management

Lilly Sampaio-Aguirre Lilly Sampaio-Aguirre Washington D.C. Metro Area Details
Lilly Sampaio-Aguirre's Wachovia Bank Experience August 1998 - May 2000
Job Bank Branch Assistant Vice President at Capital One Bank
Industry Banking
Experience
Capital One Bank  January 2006 - Present
Chico's FAS Inc.   May 2005 - December 2005
Gymboree Inc.  May 2000 - December 2005
Wachovia Bank   August 1998 - May 2000

Skills
Credit, Customer Service, Retail Banking, Banking, Commercial Banking, Loans, Mortgage Lending, Financial Services, Credit Cards, Relationship Management, Cross Selling, Branch Banking, Branch Management, Team Building, Sales Management, Training, Sales, Talent Acquisition, Coaching, Lines Of Credit, Mortgage Banking, Small Business Lending, New Business Development, Consumer Lending, Finance, Executive Management

Education
University of Maryland College Park   2000 — 2003
Business Administration, Management Studies

Montgomery College   1998 — 2000
Associates Degree, Business Administration

Lorren Wilson-Hill Lorren Wilson-Hill Greater New York City Area Details
Lorren Wilson-Hill's Wachovia Bank Experience April 1997 - July 2010
Job Administrative Assistant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank  July 2010 - Present
Wachovia Bank   April 1997 - July 2010

Skills
Loans, Cash Management, Banking, Treasury Management, Commercial Banking, Credit, Treasury Services, Merchant Services, Portfolio Management, Relationship Management, Financial Services, Credit Analysis, Payments, Internet Banking, Credit Cards

Education
Middlesex County College

Matthew Zoller Matthew Zoller Littleton, Colorado Details
Matthew Zoller's Wachovia Bank Experience April 2007 - July 2009
Job Professional Employer Consultant at Oasis Outsourcing
Industry Management Consulting
Experience
Oasis Outsourcing  May 2012 - Present
ZMB Consulting LLC   November 2010 - May 2012
Wells Fargo Bank  July 2009 - November 2010
Wachovia Bank   April 2007 - July 2009
Wachovia Bank   July 2000 - March 2007
Paychex  December 1993 - February 2000

Skills
Management, Sales, Sales Management, Customer Retention, Sales Process, Team Building, Budgets, Leadership, Sales Process..., Sales Skills Training, Loans, Business to Business..., Budget Management, Budget Development, Payroll Administration, HR Consulting, Interviewing, Onboarding, Sales Pipeline..., Customer Experience, Business Strategy, Business Management, Employee Benefits, Affordable Care Act, Risk Management, 401k, Retail Banking, Retirement Planning

Education
State University of New York College at Geneseo   1989 — 1993
BA, Management Sciences, Marketing

Monroe Community College   1988 — 1989
Business Administration

JanLouis Rivera JanLouis Rivera Tampa/St. Petersburg, Florida Area Details
JanLouis Rivera's Wachovia Bank Experience January 2005 - February 2006
Job Support Specialist at Forensic Technology
Industry Information Technology and Services
Experience
Forensic Technology  March 2012 - Present
Unisys  November 2007 - November 2011
Unisys  April 2009 - November 2010
Bank Atlantic  February 2006 - November 2007
Wachovia Bank   January 2005 - February 2006
Wachovia Bank   May 2002 - January 2005

Skills
Excel, Outlook, Power Point, CCNA, Security+, A+ Certified, Network+, RFID+, CCNA Security, Troubleshooting

Education
Middlesex County College   2000 — 2001
Accounting, Accounting

Dra Conchita Cuevas   1996 — 2000
High School, General

Edwin Kennard Edwin Kennard Birmingham, Alabama Details
Edwin Kennard's Wachovia Bank Experience January 2007 - March 2009
Job Retail Professional
Industry Retail
Experience
Wells Fargo  May 2012 - July 2012
TMX Finance  October 2011 - January 2012
Regions Bank  March 2009 - October 2011
Wachovia Bank   January 2007 - March 2009

Education
Mississippi State University
Bachelor's Degree, Banking & Finance

Althea Oakley-Austin Althea Oakley-Austin Greater New York City Area Details
Althea Oakley-Austin's Wachovia Bank Experience January 2004 - June 2005
Job Contract & Commodities Analyst at Hess Corporation
Industry Oil & Energy
Experience
Hess Corporation  July 2010 - August 2014
Hess Corporation  March 2008 - July 2010
Hess Corporation  December 2006 - March 2008
Prudential Financial  June 2005 - December 2006
Wachovia Bank   January 2004 - June 2005

Skills
Lean Training, Commodity, Natural Gas, Trading, Energy, Petroleum, Derivatives, Financial Analysis, Analysis, Options, Financial Modeling, Microsoft Excel, Contract Management, Forecasting, Oil/Gas, Project Management, Electricity, Crude, Energy Markets, Gas

Education
New Jersey Institute of Technology - School of Management   2010 — 2013
Master of Business Administration (MBA), Finance, General

Rutgers, The State University of New Jersey-New Brunswick   1999 — 2003
Bachelor of Arts (B.A.), Communication

Shane Hard Shane Hard Gautier, Mississippi Details
Shane Hard's Wachovia Bank Experience 2005 - 2008
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Insurance
Experience
Allstate Financial Services, LLC  June 2008 - Present
Wachovia Bank   2005 - 2008
Legg Mason  2004 - 2005

Skills
Insurance, Retirement Planning, Fixed Annuities, Health Insurance, Employee Benefits, Disability Insurance, Life Insurance, Mutual Funds, Microsoft Office, Team Building, Property & Casualty...

Education
Millsaps Else School of business   2002 — 2003
Master of Business Administration (MBA), Finance, General

Millsaps College   1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance

Alexandria Wells Alexandria Wells Colonial Heights, Virginia Details
Alexandria Wells's Wachovia Bank Experience October 2003 - March 2009
Job Attended Midlands Technical College
Industry Law Enforcement
Experience
Wells Fargo  March 2009 - December 2011
Wachovia Bank   October 2003 - March 2009
Goody's Family Clothing  March 2001 - March 2002
Goody's Family Clothing  November 1997 - March 2001

Education
Midlands Technical College   2006 — 2008
Associate's Degree, Criminal Justice Public Service

Janet Goins Janet Goins West Columbia, South Carolina Details
Janet Goins's Wachovia Bank Experience 1982 - 2007
Job Administrative Assistant at South Carolina Department of Agriculture
Industry Government Administration
Experience
South Carolina Department of Agriculture  September 2008 - Present
Wachovia Bank   1982 - 2007

Skills
Administrative..., Outlook, Data Entry, Access, Customer Service, Microsoft Excel, Spreadsheets, Microsoft Office, PowerPoint, Office Management, Microsoft Word, Office Administration

Education
Midlands Technical College   2007 — 2010
Associate of Arts (AA), Business Administration and Management, General

Lakenheath American High School, Lakenheath England   1976 — 1980
High School

Catherine Bradford Catherine Bradford Edison, New Jersey Details
Catherine Bradford's Wachovia Bank Experience March 1980 - October 2008
Job Banking Professional
Industry Banking
Experience
New Millennium Bank  April 2009 - January 2012
Wachovia Bank   March 1980 - October 2008

Skills
Microsoft Excel, Microsoft Word, Access Database, Account Reconciliation, G/L Reconciliations, Research, Reporting & Analysis, Customer Service, QuickBooks, Peachtree, Quick Study

Education
Middlesex County College   2012 — 2013
Certificate, Computerized Accounting

Middlesex County College   1976 — 1978
Associate's degree, Computer Science

Patrice Skinner Patrice Skinner Birmingham, Alabama Area Details
Patrice Skinner's Wachovia Bank Experience September 2006 - October 2008
Job
Industry Investment Banking
Experience
WACHOVIA BANK   September 2006 - October 2008
AMSOUTH BANK  September 2005 - June 2006
First Place Staffing   November 2004 - September 2005
Molton, Allen & Williams   August 2000 - July 2004
Compass Bank  July 1995 - August 2000

Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Research, English, Outlook, Leadership, Photoshop, Public Speaking

Education
Miles College   1996 — 1999
Bachelor of Science (B.S.), Accounting

Barbara DeMarest Barbara DeMarest Oakville, Connecticut Details
Barbara DeMarest's Wachovia Bank Experience May 2005 - March 2008
Job Transportation at Education Connection
Industry Banking
Experience
Bank of America  Sales and Service Rep. Accurately processed teller transactions, quality customer service, opened personal accounts, business account, maintained sole custody of 2 atm's, achieved sales goals, assisted teammates to meet their sales goals.TransportationEducation ConnectionOctober 2012 - Present
Town of Watertown  November 2004 - Present
Bank of America  May 2005 - June 2013
Wachovia Bank   May 2005 - March 2008

Skills
Customer Service, Banking, Custodians, Transportation

Education
Naugatuck Valley Community College   1992 — 1994
Associate's degree, Business/Corporate Communications

Ed Bland Ed Bland Rocky Mount, North Carolina Area Details
Ed Bland's Wachovia Bank Experience June 1999 - August 2006
Job Recycle Spcialist at DTZ, a UGL company
Industry Facilities Services
Experience
DTZ, a UGL company  August 2013 - Present
Iron Mountain  April 2008 - March 2010
Wachovia Bank   June 1999 - August 2006

Education
Impetus Systems Careers   2007 — 2007
Certificate, Computerized Accounting, A

New Jersey City University   1991 — 1993
Business Administration and Management, General

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