Wachovia Bank
Industry: Financial services company
DescriptionWachovia 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
Wachovia Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wachovia Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Wachovia Bank Employees
Employee
Years
Job
Industry
Anthony Porreco Anthony Porreco's Wachovia Bank Experience May 2008 - August 2008
Job Podcast Host/Producer at Splish Splash Podcast
Industry Online Media
Experience
Splish Splash Podcast April 2015 - Present
Hometown Sounds January 2013 - Present
Neal R Gross and Co. August 2010 - Present
IMGE May 2014 - August 2014
University of Delaware, Department of Communication August 2008 - May 2010
Wachovia Bank May 2008 - August 2008
Skills
Public Speaking, Customer Service, Teaching, Time Management, Social Media, Editing, Event Planning, Facebook, Press Releases, Blogging, Microsoft Office, Social Networking, Copy Editing, Research, Media Relations, PowerPoint, Strategic Communications, Nonprofits, Public Relations, Social Media Marketing, Proofreading, Spanish
Education
University of Delaware 2008 — 2010
M.A, Communication2008
University of Delaware 2004 — 2008
Bachelor's Degree, Communication, Spanish
Gonzaga College High School 2000 — 2004
High School Diploma
Splish Splash Podcast April 2015 - Present
Hometown Sounds January 2013 - Present
Neal R Gross and Co. August 2010 - Present
IMGE May 2014 - August 2014
University of Delaware, Department of Communication August 2008 - May 2010
Wachovia Bank May 2008 - August 2008
Skills
Public Speaking, Customer Service, Teaching, Time Management, Social Media, Editing, Event Planning, Facebook, Press Releases, Blogging, Microsoft Office, Social Networking, Copy Editing, Research, Media Relations, PowerPoint, Strategic Communications, Nonprofits, Public Relations, Social Media Marketing, Proofreading, Spanish
Education
University of Delaware 2008 — 2010
M.A, Communication2008
University of Delaware 2004 — 2008
Bachelor's Degree, Communication, Spanish
Gonzaga College High School 2000 — 2004
High School Diploma
Kevin Russ, CFP® Kevin Russ, CFP®'s Wachovia Bank Experience March 2004 - January 2006
Job Advanced Markets Consultant at MetLife
Industry Financial Services
Experience
MetLife July 2015 - Present
MetLife July 2013 - Present
Wells Fargo March 2008 - December 2012
Wachovia Securities February 2006 - March 2008
Wachovia Bank March 2004 - January 2006
First Genesis Group/MetLife Financial Services January 2003 - February 2004
American Express Financial Advisors March 1999 - January 2003
Cintas Corporation January 1998 - January 1999
US Air Force, Maxwell AFB AL January 1996 - December 1997
US Air Force, Maxwell AFB AL February 1994 - January 1996
Skills
•Certified Financial..., Series 7, Series 66, Life & Health Insurance..., Uniform Combined State..., Strategic Financial..., Series 63, Retirement Planning, Retirement, Mutual Funds, Fixed Annuities, Investments, Financial Services, Financial Advisory
Education
University of Central Florida 1989 — 1994
BS
University of Central Florida 1989 — 1993
Bachelor of Science (B.S.), Liberal Arts and Sciences/Liberal Studies
MetLife July 2015 - Present
MetLife July 2013 - Present
Wells Fargo March 2008 - December 2012
Wachovia Securities February 2006 - March 2008
Wachovia Bank March 2004 - January 2006
First Genesis Group/MetLife Financial Services January 2003 - February 2004
American Express Financial Advisors March 1999 - January 2003
Cintas Corporation January 1998 - January 1999
US Air Force, Maxwell AFB AL January 1996 - December 1997
US Air Force, Maxwell AFB AL February 1994 - January 1996
Skills
•Certified Financial..., Series 7, Series 66, Life & Health Insurance..., Uniform Combined State..., Strategic Financial..., Series 63, Retirement Planning, Retirement, Mutual Funds, Fixed Annuities, Investments, Financial Services, Financial Advisory
Education
University of Central Florida 1989 — 1994
BS
University of Central Florida 1989 — 1993
Bachelor of Science (B.S.), Liberal Arts and Sciences/Liberal Studies
Douglas DeRosa Douglas DeRosa's Wachovia Bank Experience January 2003 - December 2005
Job CoFounder, Palm Beach Hedge Fund Association
Industry Financial Services
Experience
Independent Contractor January 2012 - Present
ProTrade Securities, LLC April 2009 - December 2012
SunTrust Private Wealth January 2006 - October 2008
Wachovia Bank January 2003 - December 2005
Wachovia Securities December 2001 - December 2002
Electronic Trading Group January 1999 - January 2001
H & R Block Financial January 1994 - January 1998
Skills
Equities, Series 7, Series 55, Series 63, Series 66, Florida Life, CFP Candidate, Trading, Fixed Income, Banking, Mutual Funds, Investment Management, Investment Banking, Uniform Combined State..., FINRA, Investments, Finance, Financial Risk, Hedge Funds
Education
University of Delaware
Independent Contractor January 2012 - Present
ProTrade Securities, LLC April 2009 - December 2012
SunTrust Private Wealth January 2006 - October 2008
Wachovia Bank January 2003 - December 2005
Wachovia Securities December 2001 - December 2002
Electronic Trading Group January 1999 - January 2001
H & R Block Financial January 1994 - January 1998
Skills
Equities, Series 7, Series 55, Series 63, Series 66, Florida Life, CFP Candidate, Trading, Fixed Income, Banking, Mutual Funds, Investment Management, Investment Banking, Uniform Combined State..., FINRA, Investments, Finance, Financial Risk, Hedge Funds
Education
University of Delaware
Kevin Ellis Kevin Ellis's Wachovia Bank Experience 2005 - 2009
Job Regional Vice President / Mortgage Division M&T Bank
Industry Financial Services
Experience
Capital One Home Loans January 2011 - November 2012
Wells Fargo Home Mortgage February 1991 - January 2011
Wachovia Bank 2005 - 2009
Skills
Loan Origination, Mortgage Lending, Banking, Leadership, Loans, Sales, Strategic Planning, Mortgage Banking, Mergers & Acquisitions, Residential Mortgages, Refinance, Credit, FHA, Credit Analysis, VA loans, USDA, FHA financing, Commercial Lending, Consumer Lending, Wealth Management, Small Business Lending, Underwriting, Reverse Mortgages, Construction Loans, Mortgage Underwriting, Lines Of Credit, Commercial Mortgages, Home Equity Loans, Certified Mortgage..., Loss Mitigation, Mortgage Servicing, Financial Services, Loan Servicing, Government Loans, Finance, Credit Risk, Commercial Banking, Relationship Management, FHA Financing, VA Loans
Education
University of Delaware 1983 — 1987
Bachelors, Business
Millburn High School
Capital One Home Loans January 2011 - November 2012
Wells Fargo Home Mortgage February 1991 - January 2011
Wachovia Bank 2005 - 2009
Skills
Loan Origination, Mortgage Lending, Banking, Leadership, Loans, Sales, Strategic Planning, Mortgage Banking, Mergers & Acquisitions, Residential Mortgages, Refinance, Credit, FHA, Credit Analysis, VA loans, USDA, FHA financing, Commercial Lending, Consumer Lending, Wealth Management, Small Business Lending, Underwriting, Reverse Mortgages, Construction Loans, Mortgage Underwriting, Lines Of Credit, Commercial Mortgages, Home Equity Loans, Certified Mortgage..., Loss Mitigation, Mortgage Servicing, Financial Services, Loan Servicing, Government Loans, Finance, Credit Risk, Commercial Banking, Relationship Management, FHA Financing, VA Loans
Education
University of Delaware 1983 — 1987
Bachelors, Business
Millburn High School
Joseph Riggs Joseph Riggs's Wachovia Bank Experience August 1995 - July 2009
Job SVP, Market Manager at USAmeriBank
Industry Banking
Experience
USAmeriBank August 2012 - Present
Wells Fargo Bank July 2009 - July 2012
Wachovia Bank August 1995 - July 2009
Wachovia 2000 - 2009
First Union National Bank 1990 - 1995
Skills
Sales Management, Loans, Credit, Strategic Planning, Leadership Development, Performance Management, Cross Selling
Education
University of Florida 1984 — 1988
BS, Advertising and Journalism, Advertising/Marketing
USAmeriBank August 2012 - Present
Wells Fargo Bank July 2009 - July 2012
Wachovia Bank August 1995 - July 2009
Wachovia 2000 - 2009
First Union National Bank 1990 - 1995
Skills
Sales Management, Loans, Credit, Strategic Planning, Leadership Development, Performance Management, Cross Selling
Education
University of Florida 1984 — 1988
BS, Advertising and Journalism, Advertising/Marketing
Nicholas Kaniaris Nicholas Kaniaris's Wachovia Bank Experience January 2007 - August 2009
Job Relationship Manager at PNC
Industry Banking
Experience
PNC September 2014 - Present
JPMorgan Chase March 2013 - September 2014
Wells Fargo Bank August 2010 - March 2013
Wells Fargo Bank August 2009 - July 2010
Wachovia Bank January 2007 - August 2009
Wachovia Bank September 2003 - December 2006
Skills
Series 7, Credit, Banking, Loans, Small Business Lending, Commercial Lending, Credit Analysis, Series 63, Cross Selling, Financial Analysis, Relationship Management, Cash Flow, Lines Of Credit, Loan Origination, Commercial Mortgages, Treasury Management, FINRA, Cash Management, Commercial Banking, Mortgage Lending, Credit Risk, Portfolio Management, Finance, Leadership, Consumer Lending, Financial Risk, Asset Based Lending, Deposits, Underwriting, Retail Banking, Investments, SBA
Education
University of Florida 2006 — 2008
MBA, Business
University of South Florida 1997 — 2000
Bachelor of Science (BS), Psychology
PNC September 2014 - Present
JPMorgan Chase March 2013 - September 2014
Wells Fargo Bank August 2010 - March 2013
Wells Fargo Bank August 2009 - July 2010
Wachovia Bank January 2007 - August 2009
Wachovia Bank September 2003 - December 2006
Skills
Series 7, Credit, Banking, Loans, Small Business Lending, Commercial Lending, Credit Analysis, Series 63, Cross Selling, Financial Analysis, Relationship Management, Cash Flow, Lines Of Credit, Loan Origination, Commercial Mortgages, Treasury Management, FINRA, Cash Management, Commercial Banking, Mortgage Lending, Credit Risk, Portfolio Management, Finance, Leadership, Consumer Lending, Financial Risk, Asset Based Lending, Deposits, Underwriting, Retail Banking, Investments, SBA
Education
University of Florida 2006 — 2008
MBA, Business
University of South Florida 1997 — 2000
Bachelor of Science (BS), Psychology
Amy Hamrick's Wachovia Bank Experience June 2007 - May 2009
Job Member Service Specialist III
Industry Banking
Experience
Partners Federal Credit Union July 2010 - Present
Paramount Global Holdings, Inc. 1999 - Present
Extreme Makeover Home Edition, Gainesville, FL December 2009 - December 2009
Wachovia Bank June 2007 - May 2009
Alltel Wireless 2004 - 2007
Walt Disney World 2002 - 2004
Stratas & Weathers, Attorneys at Law 1998 - 2000
Fujitsu Network Communications 1989 - 1998
Fujitsu Network Com 1989 - 1998
North Carolina State University 1986 - 1987
Skills
Team Leadership, Microsoft Office, Customer Service, Process Improvement, Sales, Problem Solving, Customer Satisfaction, Accounts Payable, Strategic Planning, Credit, Training, Team Building, Customer Experience, CRM, Microsoft Excel, Banking, Quality Assurance, Time Management, Accounts Receivable, Outlook, Finance, Call Centers, Leadership, Operations Management
Education
University of Florida 2010 — 2012
Legal Assistant/Paralegal
Terry Parker High School 1975 — 1979
Partners Federal Credit Union July 2010 - Present
Paramount Global Holdings, Inc. 1999 - Present
Extreme Makeover Home Edition, Gainesville, FL December 2009 - December 2009
Wachovia Bank June 2007 - May 2009
Alltel Wireless 2004 - 2007
Walt Disney World 2002 - 2004
Stratas & Weathers, Attorneys at Law 1998 - 2000
Fujitsu Network Communications 1989 - 1998
Fujitsu Network Com 1989 - 1998
North Carolina State University 1986 - 1987
Skills
Team Leadership, Microsoft Office, Customer Service, Process Improvement, Sales, Problem Solving, Customer Satisfaction, Accounts Payable, Strategic Planning, Credit, Training, Team Building, Customer Experience, CRM, Microsoft Excel, Banking, Quality Assurance, Time Management, Accounts Receivable, Outlook, Finance, Call Centers, Leadership, Operations Management
Education
University of Florida 2010 — 2012
Legal Assistant/Paralegal
Terry Parker High School 1975 — 1979
Reggie Thomas, PMP, ITIL's Wachovia Bank Experience June 2004 - May 2006
Job Manager at Falconwood, Incorporated
Industry Information Technology and Services
Experience
Falconwood, Incorporated April 2012 - Present
Deloitte Consulting, LLC March 2010 - April 2012
Primatics Financial June 2006 - March 2009
Wachovia Bank June 2004 - May 2006
Skills
Business Valuation, Data Analysis, SQL, Reconciliation, Accounting, Access, Fixed Income, Excel, Financial Modeling, Financial Analysis, Valuation, Business Process..., Management Consulting, Business Analysis, Financial Management, Project Management, MS Project, Program Management, Analysis, Management, Strategy, Finance, Risk Management
Education
University of Central Florida 1998 — 2002
BSBA, Finance
Palm Bay High School 1995 — 1998
Falconwood, Incorporated April 2012 - Present
Deloitte Consulting, LLC March 2010 - April 2012
Primatics Financial June 2006 - March 2009
Wachovia Bank June 2004 - May 2006
Skills
Business Valuation, Data Analysis, SQL, Reconciliation, Accounting, Access, Fixed Income, Excel, Financial Modeling, Financial Analysis, Valuation, Business Process..., Management Consulting, Business Analysis, Financial Management, Project Management, MS Project, Program Management, Analysis, Management, Strategy, Finance, Risk Management
Education
University of Central Florida 1998 — 2002
BSBA, Finance
Palm Bay High School 1995 — 1998
Charlie Edmondson Charlie Edmondson's Wachovia Bank Experience July 1996 - February 2001
Job Chief Financial Officer at Kian Capital Partners, LLC
Industry Venture Capital & Private Equity
Experience
Kian Capital Partners, LLC July 2011 - Present
Columbus Nova Credit Investment Group September 2009 - April 2010
Wachovia Securities July 2007 - July 2009
Wachovia Securities February 2006 - July 2007
Wachovia Securities July 1996 - February 2006
Wachovia Bank July 1996 - February 2001
J.P. Morgan February 1992 - May 1996
Skills
Infrastructure, Business Process..., Management, Finance, Investments, Investment Banking, Asset Management, Banking, Equities, Capital Markets, Financial Analysis
Education
University of Delaware 1987 — 1991
BSBA, Business Finance and Administration
Winston Churchill High School, Class of 1987 1985 — 1987
Kian Capital Partners, LLC July 2011 - Present
Columbus Nova Credit Investment Group September 2009 - April 2010
Wachovia Securities July 2007 - July 2009
Wachovia Securities February 2006 - July 2007
Wachovia Securities July 1996 - February 2006
Wachovia Bank July 1996 - February 2001
J.P. Morgan February 1992 - May 1996
Skills
Infrastructure, Business Process..., Management, Finance, Investments, Investment Banking, Asset Management, Banking, Equities, Capital Markets, Financial Analysis
Education
University of Delaware 1987 — 1991
BSBA, Business Finance and Administration
Winston Churchill High School, Class of 1987 1985 — 1987
Casey Grafeld's Wachovia Bank Experience January 2008 - March 2009
Job Business Acquisition Consultant at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank January 2011 - Present
Wells Fargo Bank March 2009 - December 2010
Wachovia Bank January 2008 - March 2009
Skills
Loans, Commercial Banking, Banking, Small Business Lending, Portfolio Management, Credit, Mortgage Lending, Credit Analysis, Commercial Lending, Treasury Management
Education
University of California, Santa Barbara 1991 — 1994
Bachelor of Arts (BA), Business Economics with emphasis in Accounting
University of California, Santa Barbara
Business Economics with Emphasis in Accounting
Wells Fargo Bank January 2011 - Present
Wells Fargo Bank March 2009 - December 2010
Wachovia Bank January 2008 - March 2009
Skills
Loans, Commercial Banking, Banking, Small Business Lending, Portfolio Management, Credit, Mortgage Lending, Credit Analysis, Commercial Lending, Treasury Management
Education
University of California, Santa Barbara 1991 — 1994
Bachelor of Arts (BA), Business Economics with emphasis in Accounting
University of California, Santa Barbara
Business Economics with Emphasis in Accounting
Corissa Smith's Wachovia Bank Experience June 2005 - September 2007
Job Mortgage Loan Originator
Industry Banking
Experience
Icon Credit Union January 2013 - Present
Icon Credit Union March 2012 - January 2013
Florida September 2007 - August 2010
Wachovia Bank June 2005 - September 2007
SouthTrust Bank May 1996 - June 2005
Barnett Bank August 1993 - May 1996
Skills
Loans, Banking, Loan Servicing, Mortgage Lending, Credit, Deposits, Customer Service, Retail Banking, Performance Management, Loan Origination, Mortgage Banking, Residential Mortgages, Refinance, FHA, Credit Analysis
Education
University of Central Florida 1994 — 1998
BA, Psychology
Icon Credit Union January 2013 - Present
Icon Credit Union March 2012 - January 2013
Florida September 2007 - August 2010
Wachovia Bank June 2005 - September 2007
SouthTrust Bank May 1996 - June 2005
Barnett Bank August 1993 - May 1996
Skills
Loans, Banking, Loan Servicing, Mortgage Lending, Credit, Deposits, Customer Service, Retail Banking, Performance Management, Loan Origination, Mortgage Banking, Residential Mortgages, Refinance, FHA, Credit Analysis
Education
University of Central Florida 1994 — 1998
BA, Psychology
David K. Moore David K. Moore's Wachovia Bank Experience March 2005 - August 2008
Job Executive Vice President Commercial Financial Services at The Bank of Tampa
Industry Banking
Experience
The Bank of Tampa September 2012 - Present
SunTrust Bank August 2008 - September 2012
SunTrust Bank August 2008 - September 2012
Wachovia Bank March 2005 - August 2008
Wachovia Bank November 2001 - March 2005
Wachovia Bank June 1997 - November 2001
TranSouth Financial Corporation May 1995 - June 1997
Skills
Commercial Banking, Credit, Portfolio Management, Commercial Lending, Loans, Banking, Retail Banking, Lines Of Credit, Financial Analysis, Risk Management, Credit Analysis, Treasury Management, Finance, Mergers & Acquisitions, Financial Services, Mutual Funds
Education
University of Florida 1990 — 1995
Bachelor of Arts, History
The Bank of Tampa September 2012 - Present
SunTrust Bank August 2008 - September 2012
SunTrust Bank August 2008 - September 2012
Wachovia Bank March 2005 - August 2008
Wachovia Bank November 2001 - March 2005
Wachovia Bank June 1997 - November 2001
TranSouth Financial Corporation May 1995 - June 1997
Skills
Commercial Banking, Credit, Portfolio Management, Commercial Lending, Loans, Banking, Retail Banking, Lines Of Credit, Financial Analysis, Risk Management, Credit Analysis, Treasury Management, Finance, Mergers & Acquisitions, Financial Services, Mutual Funds
Education
University of Florida 1990 — 1995
Bachelor of Arts, History
Erin O'Brien Erin O'Brien's Wachovia Bank Experience August 2007 - February 2009
Job HR Recruiting Specialist at Tolt Solutions
Industry Financial Services
Experience
Tolt Solutions October 2014 - Present
TekPartners January 2014 - September 2014
Advantage Technical Resourcing July 2011 - December 2013
Advantage Technical Resourcing November 2010 - July 2011
WACHOVIA BANK August 2007 - February 2009
ACCENT PROPERTY MANAGEMENT March 2007 - July 2007
M/Y August 2005 - March 2007
CADD Centers of Florida January 2005 - August 2005
Skills
Technical Recruiting, .NET, SQL, Recruiting, Applicant Tracking..., Temporary Placement, Training, Interviews, Temporary Staffing, Permanent Placement, Project Management, Consulting, Software Documentation, Contract Recruitment, Business Intelligence, Management, Resume Writing, Internet Recruiting, Enterprise Software, Networking, College Recruiting, Executive Search, Employee Relations, Employer Branding, Requirements Analysis, Benefits Negotiation, Microsoft SQL Server, Staff Augmentation, Vendor Management, Oracle, Databases, Hiring, Team Leadership, Talent Management, Recruitment Advertising, Time Management, Human Resources, IT Recruitment, Software Development, Sales, Business Analysis, Cloud Computing, Cold Calling, Screening Resumes, Quality Assurance, Visio, Onboarding, Staffing Services, Talent Acquisition
Education
•Ecole Superieur D’Agriculture de Purpan 2004 — 2004
Business and Agriculture Development
University of Florida 2002 — 2004
BS, Agricultural Education and Communication
University of Florida
Bachelor of Science, Agricultural Education and Communications
Tolt Solutions October 2014 - Present
TekPartners January 2014 - September 2014
Advantage Technical Resourcing July 2011 - December 2013
Advantage Technical Resourcing November 2010 - July 2011
WACHOVIA BANK August 2007 - February 2009
ACCENT PROPERTY MANAGEMENT March 2007 - July 2007
M/Y August 2005 - March 2007
CADD Centers of Florida January 2005 - August 2005
Skills
Technical Recruiting, .NET, SQL, Recruiting, Applicant Tracking..., Temporary Placement, Training, Interviews, Temporary Staffing, Permanent Placement, Project Management, Consulting, Software Documentation, Contract Recruitment, Business Intelligence, Management, Resume Writing, Internet Recruiting, Enterprise Software, Networking, College Recruiting, Executive Search, Employee Relations, Employer Branding, Requirements Analysis, Benefits Negotiation, Microsoft SQL Server, Staff Augmentation, Vendor Management, Oracle, Databases, Hiring, Team Leadership, Talent Management, Recruitment Advertising, Time Management, Human Resources, IT Recruitment, Software Development, Sales, Business Analysis, Cloud Computing, Cold Calling, Screening Resumes, Quality Assurance, Visio, Onboarding, Staffing Services, Talent Acquisition
Education
•Ecole Superieur D’Agriculture de Purpan 2004 — 2004
Business and Agriculture Development
University of Florida 2002 — 2004
BS, Agricultural Education and Communication
University of Florida
Bachelor of Science, Agricultural Education and Communications
Stephanie McBride Stephanie McBride's Wachovia Bank Experience 1999 - 2008
Job Learning Consultant at Intellinex OSPS, Inc., a Xerox Company
Industry E-Learning
Experience
Intellinex OS-PS, Inc., A Xerox Company February 2015 - Present
SweetRush July 2014 - December 2014
Florida Institute of Technology 2013 - December 2014
Nuance Communications February 2013 - June 2014
Bank of America 2008 - 2013
Wachovia Bank 1999 - 2008
First Data Corporation 1998 - 1999
Skills
Instructional Design, Performance Consulting, Training Delivery, Training, ADDIE, Instructor-led Training, Strategic Leadership, Employee Training, Learning Management, E-Learning, Organizational..., Performance Management, Performance Improvement, Leadership Development, Cross-functional Team..., Captivate, Education, Team Collaboration, Leadership & Management, Strategic Thinking, Operational Expertise, C-Level Liaison, Project Management, Curriculum Design, Problem Solving, Interpersonal..., Training & Development, Performance Assessment..., Adult Learning, Budget Management, Process Improvement, Leadership
Education
Wake Forest University 2003 — 2005
MBA, Business
University of Central Florida 1995 — 1997
Master of Arts, Instructional Systems Design
University of Central Florida 1989 — 1993
BS, Education
Intellinex OS-PS, Inc., A Xerox Company February 2015 - Present
SweetRush July 2014 - December 2014
Florida Institute of Technology 2013 - December 2014
Nuance Communications February 2013 - June 2014
Bank of America 2008 - 2013
Wachovia Bank 1999 - 2008
First Data Corporation 1998 - 1999
Skills
Instructional Design, Performance Consulting, Training Delivery, Training, ADDIE, Instructor-led Training, Strategic Leadership, Employee Training, Learning Management, E-Learning, Organizational..., Performance Management, Performance Improvement, Leadership Development, Cross-functional Team..., Captivate, Education, Team Collaboration, Leadership & Management, Strategic Thinking, Operational Expertise, C-Level Liaison, Project Management, Curriculum Design, Problem Solving, Interpersonal..., Training & Development, Performance Assessment..., Adult Learning, Budget Management, Process Improvement, Leadership
Education
Wake Forest University 2003 — 2005
MBA, Business
University of Central Florida 1995 — 1997
Master of Arts, Instructional Systems Design
University of Central Florida 1989 — 1993
BS, Education
Melissa Denison Melissa Denison's Wachovia Bank Experience October 2004 - January 2010
Job Retail Small Business Consultant
Industry Banking
Experience
Wells Fargo June 2015 - Present
Wells Fargo April 2013 - Present
Wells Fargo Bank November 2011 - May 2013
Wells Fargo Bank February 2010 - November 2011
Wachovia Bank October 2004 - January 2010
Skills
Spanish speaker, Direct Sales, Job Coaching, Customer Satisfaction, Team Leadership, Problem Solving, Spanish, Management, Loans, Financial Analysis, Consumer Lending, Banking, Leadership, Commercial Banking, Small Business Lending, Training, Credit Analysis, Finance, Sales, Coaching, Financial Services, Investments, Mortgage Lending, Analysis, Lines Of Credit, Retail Banking
Education
University of Florida 2000 — 2004
Bachelor of Science in Business Administration, Management
Wells Fargo June 2015 - Present
Wells Fargo April 2013 - Present
Wells Fargo Bank November 2011 - May 2013
Wells Fargo Bank February 2010 - November 2011
Wachovia Bank October 2004 - January 2010
Skills
Spanish speaker, Direct Sales, Job Coaching, Customer Satisfaction, Team Leadership, Problem Solving, Spanish, Management, Loans, Financial Analysis, Consumer Lending, Banking, Leadership, Commercial Banking, Small Business Lending, Training, Credit Analysis, Finance, Sales, Coaching, Financial Services, Investments, Mortgage Lending, Analysis, Lines Of Credit, Retail Banking
Education
University of Florida 2000 — 2004
Bachelor of Science in Business Administration, Management
Chris Cellini, MBA, CTP Chris Cellini, MBA, CTP's Wachovia Bank Experience April 2008 - October 2009
Job Assistant Treasurer at Direct Chassis Link Inc (DCLI)
Industry Transportation/Trucking/Railroad
Experience
Direct Chassis Link INC December 2013 - Present
Scottish Re July 2010 - December 2013
Carlisle and Gallagher October 2009 - September 2010
Wachovia Bank April 2008 - October 2009
Quiznos December 2003 - April 2008
Echostar 2002 - 2004
Regis College 2002 - 2003
Daniels College of Business 2001 - 2002
Morgan Stanley May 2001 - October 2001
Alamance County Mental Health 1998 - 2000
Skills
Investment Banking, Treasury Management, Certified Treasury..., Treasury, Treasury Services, Financial Analysis, Finacial Management, Financial Reporting, Financial Modeling, Mergers, Divestitures, Capital Budgeting, Operating Budgets, Department Budgeting, Variance Analysis, Interest Rate..., FX Options, Team Leadership, Development Of Employees, Six Sigma, BAI, ACH, Accounts Receivable, Accounts Payable, Covenant Compliance, Cash Flow Forecasting, Letters of Credit, Private Equity, NPV, IRR, Treasury Policies, Cash Flow Statements, Investor Relations, Payment Cards, Liquidity Management, US GAAP, Risk Management, Insurance, Management Consulting, Working Capital..., Hyperion Reports, Investments, Banking Relationships, Debt Restructuring, Debt, Revolving Lines of..., Intercompany..., SWIFT messaging, Communication, ERP and Treasury...
Education
University of Denver - Daniels College of Business 2000 — 2002
MBA
University of Denver 1996 — 1998
MSW, Social Work
University of North Carolina at Chapel Hill 1991 — 1995
BS, Psyc
Direct Chassis Link INC December 2013 - Present
Scottish Re July 2010 - December 2013
Carlisle and Gallagher October 2009 - September 2010
Wachovia Bank April 2008 - October 2009
Quiznos December 2003 - April 2008
Echostar 2002 - 2004
Regis College 2002 - 2003
Daniels College of Business 2001 - 2002
Morgan Stanley May 2001 - October 2001
Alamance County Mental Health 1998 - 2000
Skills
Investment Banking, Treasury Management, Certified Treasury..., Treasury, Treasury Services, Financial Analysis, Finacial Management, Financial Reporting, Financial Modeling, Mergers, Divestitures, Capital Budgeting, Operating Budgets, Department Budgeting, Variance Analysis, Interest Rate..., FX Options, Team Leadership, Development Of Employees, Six Sigma, BAI, ACH, Accounts Receivable, Accounts Payable, Covenant Compliance, Cash Flow Forecasting, Letters of Credit, Private Equity, NPV, IRR, Treasury Policies, Cash Flow Statements, Investor Relations, Payment Cards, Liquidity Management, US GAAP, Risk Management, Insurance, Management Consulting, Working Capital..., Hyperion Reports, Investments, Banking Relationships, Debt Restructuring, Debt, Revolving Lines of..., Intercompany..., SWIFT messaging, Communication, ERP and Treasury...
Education
University of Denver - Daniels College of Business 2000 — 2002
MBA
University of Denver 1996 — 1998
MSW, Social Work
University of North Carolina at Chapel Hill 1991 — 1995
BS, Psyc
Todd Feintuch, CFP®'s Wachovia Bank Experience December 2004 - August 2008
Job Managing Director at SunTrust Private Wealth Management
Industry Financial Services
Experience
SunTrust Private Wealth Management January 2014 - Present
BB&T August 2008 - January 2014
Wachovia Bank December 2004 - August 2008
Prudential Financial 2003 - December 2004
Skills
CERTIFIED FINANCIAL..., Series 7, series 66, Series 24, FL Life, Health, VA..., Wealth, Uniform Combined State..., Investments, Wealth Management..., Portfolio Management, Financial Advisory, Securities, Private Banking, Finance, Asset Allocation, Wealth Management, Investment Advisory, Series 65, Investment Strategies, Series 63, Insurance, Credit Analysis, Strategic Financial..., Asset Management, Management, Estate Planning, Retirement, Retirement Planning, Credit
Education
University of Central Florida
Bachelor of Science (BS), Finance
Wake Forest University - BB&T Banking School
SunTrust Private Wealth Management January 2014 - Present
BB&T August 2008 - January 2014
Wachovia Bank December 2004 - August 2008
Prudential Financial 2003 - December 2004
Skills
CERTIFIED FINANCIAL..., Series 7, series 66, Series 24, FL Life, Health, VA..., Wealth, Uniform Combined State..., Investments, Wealth Management..., Portfolio Management, Financial Advisory, Securities, Private Banking, Finance, Asset Allocation, Wealth Management, Investment Advisory, Series 65, Investment Strategies, Series 63, Insurance, Credit Analysis, Strategic Financial..., Asset Management, Management, Estate Planning, Retirement, Retirement Planning, Credit
Education
University of Central Florida
Bachelor of Science (BS), Finance
Wake Forest University - BB&T Banking School
Brian M. Dial, CFP® Brian M. Dial, CFP®'s Wachovia Bank Experience March 2005 - August 2005
Job Sales Manager at SelectQuote Insurance Services, Financial Planner at D2 Capital
Industry Financial Services
Experience
SelectQuote Insurance Services April 2012 - Present
D2 Capital Management February 2012 - Present
Ken Zahn, Inc January 2013 - November 2013
Florida Financial Group December 2010 - December 2011
ProEquities, Bankers Life and Casualty April 2010 - October 2010
Wachovia, A Wells Fargo Company January 2006 - July 2009
Wachovia Bank March 2005 - August 2005
Wachovia Bank May 2004 - September 2004
Skills
Holistic Financial..., Asset Management, Insurance Planning, Estate Planning, Retirement Planning, Retirement Income..., Financial Planners, Series 63, Asset Managment, Financial Advisory, Series 7, Fixed Annuities, Retirement, Investments, Insurance, Finance, Series 6, Investment Advisory, Life Insurance, Management, Leadership, Financial Planning, Sales, Risk Management, Financial Services
Education
Education 2008 — 2010
CFP®, Finance
University of Florida 2001 — 2005
Business, Finance
SelectQuote Insurance Services April 2012 - Present
D2 Capital Management February 2012 - Present
Ken Zahn, Inc January 2013 - November 2013
Florida Financial Group December 2010 - December 2011
ProEquities, Bankers Life and Casualty April 2010 - October 2010
Wachovia, A Wells Fargo Company January 2006 - July 2009
Wachovia Bank March 2005 - August 2005
Wachovia Bank May 2004 - September 2004
Skills
Holistic Financial..., Asset Management, Insurance Planning, Estate Planning, Retirement Planning, Retirement Income..., Financial Planners, Series 63, Asset Managment, Financial Advisory, Series 7, Fixed Annuities, Retirement, Investments, Insurance, Finance, Series 6, Investment Advisory, Life Insurance, Management, Leadership, Financial Planning, Sales, Risk Management, Financial Services
Education
Education 2008 — 2010
CFP®, Finance
University of Florida 2001 — 2005
Business, Finance
James Hilden-Minton James Hilden-Minton's Wachovia Bank Experience 1999 - 2001
Job Quantitative Financial Analyst Econometrics at Bank of America
Industry Banking
Experience
Bank of America July 2009 - Present
GMAC Insurance 2001 - July 2009
Wachovia Bank 1999 - 2001
Skills
SAS, R, SQL, Statistics, Statistical Modeling, Financial Modeling
Education
UCLA 1992 — 1995
Doctor of Philosophy (PhD), Mathematics and Statistics
UCSC 1988 — 1990
Bachelor of Arts (BA), Mathematics
Bank of America July 2009 - Present
GMAC Insurance 2001 - July 2009
Wachovia Bank 1999 - 2001
Skills
SAS, R, SQL, Statistics, Statistical Modeling, Financial Modeling
Education
UCLA 1992 — 1995
Doctor of Philosophy (PhD), Mathematics and Statistics
UCSC 1988 — 1990
Bachelor of Arts (BA), Mathematics
Shari Knoll's Wachovia Bank Experience December 2007 - December 2009
Job Project Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank April 2013 - Present
Wells Fargo Bank January 2010 - March 2013
Wachovia Bank December 2007 - December 2009
World Savings January 2005 - December 2007
World Savings June 2002 - January 2005
World Savings September 1999 - June 2002
World Savings July 1994 - September 1999
World Savings May 1981 - July 1994
Skills
Credit, Banking, Coaching, Team Building, Leadership Development, Customer Service, Leadership, Customer Retention, Process Improvement, Talent Management, Change Management, Operations Management, Employee Engagement, Retail Banking, Training, Strategy, Sales, Project Management, Budgets, Project Planning, Retail, Management, Time Management, Customer Experience, Mergers & Acquisitions, Performance Management, Integration, Vendor Management
Education
CSU-Global 2012 — 2014
University of Colorado at Boulder
Wells Fargo Bank April 2013 - Present
Wells Fargo Bank January 2010 - March 2013
Wachovia Bank December 2007 - December 2009
World Savings January 2005 - December 2007
World Savings June 2002 - January 2005
World Savings September 1999 - June 2002
World Savings July 1994 - September 1999
World Savings May 1981 - July 1994
Skills
Credit, Banking, Coaching, Team Building, Leadership Development, Customer Service, Leadership, Customer Retention, Process Improvement, Talent Management, Change Management, Operations Management, Employee Engagement, Retail Banking, Training, Strategy, Sales, Project Management, Budgets, Project Planning, Retail, Management, Time Management, Customer Experience, Mergers & Acquisitions, Performance Management, Integration, Vendor Management
Education
CSU-Global 2012 — 2014
University of Colorado at Boulder
Michelle Orlando Stanley Michelle Orlando Stanley's Wachovia Bank Experience June 2001 - December 2002
Job Executive Assistant at MB31 Gifts
Industry Human Resources
Experience
MB31 Gifts April 2012 - Present
MeadWestvaco December 2009 - April 2010
Wachovia Securities, LLC September 2007 - April 2009
Wachovia Bank June 2001 - December 2002
Wachovia Bank May 1998 - October 2000
Xyan Incorporated April 1997 - May 1998
1st United Bank 1996 - March 1997
The American Bank of the South September 1986 - January 1996
Skills
Human Resources, Recruiting, Leadership, Administrative..., Management, Time Management, Project Management, Customer Service, Program Management, Budgets, Analysis, Project Planning, Payroll, Employee Relations, Team Building
Education
University of Central Florida - College of Business Administration 1990 — 1994
Bachelor of Science in Business Administration, Human Resources
MB31 Gifts April 2012 - Present
MeadWestvaco December 2009 - April 2010
Wachovia Securities, LLC September 2007 - April 2009
Wachovia Bank June 2001 - December 2002
Wachovia Bank May 1998 - October 2000
Xyan Incorporated April 1997 - May 1998
1st United Bank 1996 - March 1997
The American Bank of the South September 1986 - January 1996
Skills
Human Resources, Recruiting, Leadership, Administrative..., Management, Time Management, Project Management, Customer Service, Program Management, Budgets, Analysis, Project Planning, Payroll, Employee Relations, Team Building
Education
University of Central Florida - College of Business Administration 1990 — 1994
Bachelor of Science in Business Administration, Human Resources
Dale McCormick's Wachovia Bank Experience April 2003 - October 2004
Job Retail and Small Business Credit Consultant at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo November 2004 - Present
Wachovia Bank April 2003 - October 2004
Skills
Commercial Lending, Credit, Loans, Investments, Management, Small Business Lending, Portfolio Management, Banking, Finance, Leadership, Loan Origination, Consumer Lending, Credit Analysis, Retail Banking, Small Business, Mortgage Lending, Underwriting, Financial Services, Mortgage Banking, Commercial Banking, Residential Mortgages, Cross Selling, Refinance, Relationship Management, Wealth Management, Treasury Management, Credit Risk
Education
University of Central Florida 1977 — 1979
Bachelor of Arts (BA), History, 3.5+
Wells Fargo November 2004 - Present
Wachovia Bank April 2003 - October 2004
Skills
Commercial Lending, Credit, Loans, Investments, Management, Small Business Lending, Portfolio Management, Banking, Finance, Leadership, Loan Origination, Consumer Lending, Credit Analysis, Retail Banking, Small Business, Mortgage Lending, Underwriting, Financial Services, Mortgage Banking, Commercial Banking, Residential Mortgages, Cross Selling, Refinance, Relationship Management, Wealth Management, Treasury Management, Credit Risk
Education
University of Central Florida 1977 — 1979
Bachelor of Arts (BA), History, 3.5+
Tina Christiansen Tina Christiansen's Wachovia Bank Experience January 2010 - January 2011
Job Sr. Account Manager at Outsource Technical
Industry Information Technology and Services
Experience
Outsource Technical April 2013 - Present
Wachovia Bank January 2010 - January 2011
Surterre Properties 2009 - 2010
Washington Mutual Bank January 1998 - January 2008
Skills
Fluent in German, Customer Service, Microsoft Word, Management, Human Resources, Project Management, Microsoft Excel, Sales, Enterprise Software, Loans, Mortgage Lending, Marketing, Credit, Networking, Sales Management, Outlook, Team Building, Real Estate, Finance, Salesforce.com, Leadership, New Business Development, Account Management, Selling, Cold Calling, Business Development, Program Management, Banking, Vendor Management
Education
UCI
Vienna International School
Outsource Technical April 2013 - Present
Wachovia Bank January 2010 - January 2011
Surterre Properties 2009 - 2010
Washington Mutual Bank January 1998 - January 2008
Skills
Fluent in German, Customer Service, Microsoft Word, Management, Human Resources, Project Management, Microsoft Excel, Sales, Enterprise Software, Loans, Mortgage Lending, Marketing, Credit, Networking, Sales Management, Outlook, Team Building, Real Estate, Finance, Salesforce.com, Leadership, New Business Development, Account Management, Selling, Cold Calling, Business Development, Program Management, Banking, Vendor Management
Education
UCI
Vienna International School
Jim Sayers Jim Sayers's Wachovia Bank Experience January 2007 - October 2008
Job
Industry Government Administration
Experience
Federal Schedules, Inc. April 2012 - Present
Military Times Media Group October 2008 - October 2010
Wachovia Bank January 2007 - October 2008
Lovettsville-Waterford Ruritan Club 2005 - 2008
Advo, Inc. December 2000 - October 2006
St. Anthony Publishing 1995 - 1997
Skills
Experienced Business..., Marketing Communications, Advertising, Contract Negotiation, Sales Management, CRM, GSA Schedules, Government Contracting, Management, New Business Development, Lead Generation, Government, Strategic Planning, Start-ups, Strategy, Business Development, Sales, Sales Process, Proposal Writing, Negotiation, Marketing Strategy, Marketing, Account Management, Team Building
Education
University of Denver - Sturm College of Law 1992 — 1993
MSLA
University of Pittsburgh 1988 — 1992
BS
CV 1984 — 1988
GED
Federal Schedules, Inc. April 2012 - Present
Military Times Media Group October 2008 - October 2010
Wachovia Bank January 2007 - October 2008
Lovettsville-Waterford Ruritan Club 2005 - 2008
Advo, Inc. December 2000 - October 2006
St. Anthony Publishing 1995 - 1997
Skills
Experienced Business..., Marketing Communications, Advertising, Contract Negotiation, Sales Management, CRM, GSA Schedules, Government Contracting, Management, New Business Development, Lead Generation, Government, Strategic Planning, Start-ups, Strategy, Business Development, Sales, Sales Process, Proposal Writing, Negotiation, Marketing Strategy, Marketing, Account Management, Team Building
Education
University of Denver - Sturm College of Law 1992 — 1993
MSLA
University of Pittsburgh 1988 — 1992
BS
CV 1984 — 1988
GED
Adrian Hee Adrian Hee's Wachovia Bank Experience March 2006 - September 2010
Job COO and SVP Client Delivery at Aspen Woods Risk Solutions
Industry Management Consulting
Experience
ASPENWOODS RISK SOLUTIONS LLC March 2014 - Present
HADRIAN CONSULTING GROUP LLC January 2013 - Present
Wells Fargo Bank February 2009 - July 2012
Wachovia Bank March 2006 - September 2010
Bank of America January 1996 - March 2006
Bank of America January 1995 - August 1999
Solomon Brothers 1992 - 1995
Skills
Business Transformation, Outsourcing Management, Business Strategy, Project Portfolio..., Business Change..., Strategic Planning, Outsourcing Advisory, Program Implementation, Program Management, Credit Analysis, IT Outsourcing, Business Process..., Business Process..., Operational Risk..., Change Management, Outsourcing, Business Process, Strategy, Risk Management, Governance, Cross-functional Team..., PMO, Offshoring, Executive Management, Business Process..., Financial Analysis, Team Management, BPO, Vendor Management, Capital Markets, Investment Banking, Management Consulting, Process Improvement, Business Analysis, Relationship Management, Global Delivery, Business Intelligence, Operational Excellence, Banking, Financial Services, Financial Modeling, Leadership, Portfolio Management, Management, Consulting, Integration
Education
Wake Forest University School of Business 1997 — 1999
MBA, General Management
University of Florida 1987 — 1991
BS, Accounting
ASPENWOODS RISK SOLUTIONS LLC March 2014 - Present
HADRIAN CONSULTING GROUP LLC January 2013 - Present
Wells Fargo Bank February 2009 - July 2012
Wachovia Bank March 2006 - September 2010
Bank of America January 1996 - March 2006
Bank of America January 1995 - August 1999
Solomon Brothers 1992 - 1995
Skills
Business Transformation, Outsourcing Management, Business Strategy, Project Portfolio..., Business Change..., Strategic Planning, Outsourcing Advisory, Program Implementation, Program Management, Credit Analysis, IT Outsourcing, Business Process..., Business Process..., Operational Risk..., Change Management, Outsourcing, Business Process, Strategy, Risk Management, Governance, Cross-functional Team..., PMO, Offshoring, Executive Management, Business Process..., Financial Analysis, Team Management, BPO, Vendor Management, Capital Markets, Investment Banking, Management Consulting, Process Improvement, Business Analysis, Relationship Management, Global Delivery, Business Intelligence, Operational Excellence, Banking, Financial Services, Financial Modeling, Leadership, Portfolio Management, Management, Consulting, Integration
Education
Wake Forest University School of Business 1997 — 1999
MBA, General Management
University of Florida 1987 — 1991
BS, Accounting
Ehize Lee, MBA's Wachovia Bank Experience June 2006 - August 2009
Job Store Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank August 2009 - Present
Wachovia Bank June 2006 - August 2009
Wells Fargo Bank February 2005 - June 2006
Devereux October 2002 - July 2004
Skills
Sales, Management, Microsoft Office, CRM, Public Speaking, Leadership, Human Resources, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service
Education
University of Phoenix 2006 — 2008
MASTERS, BUSINESS ADMINISTRATION/HEALTHCARE MANAGEMENT
University of California, Santa Barbara 2000 — 2004
Bachelor of Science, BioPsychology
Bravo Medical Magnet HS 1996 — 2000
Wells Fargo Bank August 2009 - Present
Wachovia Bank June 2006 - August 2009
Wells Fargo Bank February 2005 - June 2006
Devereux October 2002 - July 2004
Skills
Sales, Management, Microsoft Office, CRM, Public Speaking, Leadership, Human Resources, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service
Education
University of Phoenix 2006 — 2008
MASTERS, BUSINESS ADMINISTRATION/HEALTHCARE MANAGEMENT
University of California, Santa Barbara 2000 — 2004
Bachelor of Science, BioPsychology
Bravo Medical Magnet HS 1996 — 2000
Laura F Burke's Wachovia Bank Experience June 2002 - August 2005
Job Director, Customer Service at Bare Necessities
Industry Apparel & Fashion
Experience
Bare Necessities May 2012 - Present
LUV4HUMANity October 2009 - Present
Wells Fargo Private Bank January 2010 - October 2011
Wells Fargo Private Bank November 2006 - January 2010
Wachovia Wealth Management August 2005 - November 2006
Wachovia Bank June 2002 - August 2005
Skills
Wealth Management
Education
University of Connecticut 1998 — 2002
BS, Finance, Spanish
James Caldwell High School 1994 — 1998
Bare Necessities May 2012 - Present
LUV4HUMANity October 2009 - Present
Wells Fargo Private Bank January 2010 - October 2011
Wells Fargo Private Bank November 2006 - January 2010
Wachovia Wealth Management August 2005 - November 2006
Wachovia Bank June 2002 - August 2005
Skills
Wealth Management
Education
University of Connecticut 1998 — 2002
BS, Finance, Spanish
James Caldwell High School 1994 — 1998
Elizabeth J Smith (Riney) Elizabeth J Smith (Riney)'s Wachovia Bank Experience August 2007 - September 2008
Job Vice President Senior Market Loan Manager
Industry Banking
Experience
PNC Bank, NA September 2008 - Present
Wachovia Bank August 2007 - September 2008
PNC Bank July 2005 - August 2007
PNC Bank June 2004 - July 2005
PNC Bank, N.A. September 2001 - May 2004
Skills
Credit Analysis, Strategic Planning, Business Development, Business Analysis, Team Building, Banking, Credit, Commercial Lending, Loans, Small Business Lending, Relationship Management, Commercial Banking, Financial Analysis, Retail Banking, Risk Management, Management, Networking, Mergers & Acquisitions, Finance, Sales, Forecasting, New Business Development, Training, Financial Services, Sales Operations, Customer Retention, Coaching, Small Business
Education
University of Delaware 2000 — 2004
Bachelor of Science, Marketing
University of Delaware - Lerner College of Business and Economics 2000 — 2004
Bachelor of Science, Marketing
Consumer Banking Association Executive Banking School 2012 — 2014
Graduate Certificate
Notre Dame High School 1994 — 2000
PNC Bank, NA September 2008 - Present
Wachovia Bank August 2007 - September 2008
PNC Bank July 2005 - August 2007
PNC Bank June 2004 - July 2005
PNC Bank, N.A. September 2001 - May 2004
Skills
Credit Analysis, Strategic Planning, Business Development, Business Analysis, Team Building, Banking, Credit, Commercial Lending, Loans, Small Business Lending, Relationship Management, Commercial Banking, Financial Analysis, Retail Banking, Risk Management, Management, Networking, Mergers & Acquisitions, Finance, Sales, Forecasting, New Business Development, Training, Financial Services, Sales Operations, Customer Retention, Coaching, Small Business
Education
University of Delaware 2000 — 2004
Bachelor of Science, Marketing
University of Delaware - Lerner College of Business and Economics 2000 — 2004
Bachelor of Science, Marketing
Consumer Banking Association Executive Banking School 2012 — 2014
Graduate Certificate
Notre Dame High School 1994 — 2000
Trish Teague's Wachovia Bank Experience May 2005 - May 2007
Job Senior Vice President Private Client at IBERIABANK
Industry Banking
Experience
IBERIABANK May 2015 - Present
New Traditions National Bank July 2013 - May 2015
Accelerate. Moving You Forward, Faster! November 2012 - July 2013
CNLBank May 2007 - November 2012
Wachovia Bank May 2005 - May 2007
Skills
Commercial Lending, Commercial Banking, Loans, Credit, Banking, Credit Analysis, Underwriting, Portfolio Management, Investments, Financial Analysis, Mortgage Lending, Credit Risk, Small Business Lending, Cash Management, Commercial Mortgages, Retail Banking, Mortgage Banking, Private Banking, Treasury Management, Risk Management, Wealth Management, Due Diligence, Refinance, Financial Risk, Real Estate Financing, Accelerator, Finance, Real Estate, Lines Of Credit, Strategic Financial..., Asset Management, Acceleration, Real Estate Economics, Mergers & Acquisitions, Consumer Lending, Loan Origination, Asset Based Lending, Commercial Real Estate, Treasury Services, Real Estate Lending, SBA, Cross Selling, Relationship Management, Construction Loans, Financial Advisory, Small Business, Business Development, Residential Mortgages, Middle Market, Executive Management
Education
University of Florida 1990 — 1992
University of Central Florida 1988 — 1990
IBERIABANK May 2015 - Present
New Traditions National Bank July 2013 - May 2015
Accelerate. Moving You Forward, Faster! November 2012 - July 2013
CNLBank May 2007 - November 2012
Wachovia Bank May 2005 - May 2007
Skills
Commercial Lending, Commercial Banking, Loans, Credit, Banking, Credit Analysis, Underwriting, Portfolio Management, Investments, Financial Analysis, Mortgage Lending, Credit Risk, Small Business Lending, Cash Management, Commercial Mortgages, Retail Banking, Mortgage Banking, Private Banking, Treasury Management, Risk Management, Wealth Management, Due Diligence, Refinance, Financial Risk, Real Estate Financing, Accelerator, Finance, Real Estate, Lines Of Credit, Strategic Financial..., Asset Management, Acceleration, Real Estate Economics, Mergers & Acquisitions, Consumer Lending, Loan Origination, Asset Based Lending, Commercial Real Estate, Treasury Services, Real Estate Lending, SBA, Cross Selling, Relationship Management, Construction Loans, Financial Advisory, Small Business, Business Development, Residential Mortgages, Middle Market, Executive Management
Education
University of Florida 1990 — 1992
University of Central Florida 1988 — 1990
Scott Drenner Scott Drenner's Wachovia Bank Experience October 1997 - June 2000
Job IT VP/Director | Project/Program/Portfolio Management Expert | Process Improvement Expert | Flight Instructor
Industry Information Technology and Services
Experience
Drenner Consulting, LLC February 2008 - Present
Project Management Institute February 2009 - February 2012
Outsourcing Solutions Inc. June 2001 - February 2008
US Bank June 2000 - June 2001
Wachovia Bank October 1997 - June 2000
Precision Response Corporation October 1995 - October 1997
Skills
Program Management, Process Improvement, Change Management, Business Analysis, PMO, Project Management, Vendor Management, Cross-functional Team..., Team Leadership, Resource Management, Strategic Planning, PMP, Outsourcing, Business Intelligence, Team Building, Business Process, Integration, Strategy, Enterprise Software, Management, Leadership, Training, Project Planning, Scrum, Six Sigma, Budgets, IT Strategy, Business Process..., CRM, Project Portfolio..., SDLC, IT Management, Information Technology
Education
University of Cincinnati 1989 — 1993
Drenner Consulting, LLC February 2008 - Present
Project Management Institute February 2009 - February 2012
Outsourcing Solutions Inc. June 2001 - February 2008
US Bank June 2000 - June 2001
Wachovia Bank October 1997 - June 2000
Precision Response Corporation October 1995 - October 1997
Skills
Program Management, Process Improvement, Change Management, Business Analysis, PMO, Project Management, Vendor Management, Cross-functional Team..., Team Leadership, Resource Management, Strategic Planning, PMP, Outsourcing, Business Intelligence, Team Building, Business Process, Integration, Strategy, Enterprise Software, Management, Leadership, Training, Project Planning, Scrum, Six Sigma, Budgets, IT Strategy, Business Process..., CRM, Project Portfolio..., SDLC, IT Management, Information Technology
Education
University of Cincinnati 1989 — 1993
Haley Mitchell Haley Mitchell's Wachovia Bank Experience January 2007 - February 2010
Job Financial Consultant
Industry Banking
Experience
Wells Fargo February 2013 - Present
Wells Fargo February 2010 - February 2013
Wachovia Bank January 2007 - February 2010
Wachovia Bank June 2005 - January 2007
Wachovia Bank May 2004 - August 2004
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Essbase, Financial Forecasting, Banking, Investments, Portfolio Management, Credit, Forecasting
Education
University of Florida 2009 — 2010
Master of Business Administration
University of Florida 2001 — 2005
B.S. Business Administration, Finance
Wells Fargo February 2013 - Present
Wells Fargo February 2010 - February 2013
Wachovia Bank January 2007 - February 2010
Wachovia Bank June 2005 - January 2007
Wachovia Bank May 2004 - August 2004
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Essbase, Financial Forecasting, Banking, Investments, Portfolio Management, Credit, Forecasting
Education
University of Florida 2009 — 2010
Master of Business Administration
University of Florida 2001 — 2005
B.S. Business Administration, Finance
Erik MacMurray Erik MacMurray's Wachovia Bank Experience 1990 - 2008
Job Agency Owner at Allstate
Industry Financial Services
Experience
Allstate November 2009 - Present
Wachovia Bank 1990 - 2008
Skills
Loans, Underwriting, Mortgage Lending
Education
University of California, San Diego 1984 — 1989
BA, Economics
Allstate November 2009 - Present
Wachovia Bank 1990 - 2008
Skills
Loans, Underwriting, Mortgage Lending
Education
University of California, San Diego 1984 — 1989
BA, Economics
Joseph White Joseph White's Wachovia Bank Experience 1998 - 2004
Job Managing Director at Societe Generale
Industry Financial Services
Experience
Societe Generale August 2010 - Present
JW Advisors LLC February 2009 - August 2010
SunTrust Robinson Humphrey May 2004 - February 2009
Wachovia Bank 1998 - 2004
Salomon Brothers 1994 - 1998
Skills
Capital Markets, Equities, Derivatives, Fixed Income, Investment Banking, Equity Derivatives, Structured Products, Hedge Funds, Equity Trading, Swaps, Interest Rate..., Options, Financial Markets, Bonds, Credit Derivatives
Education
University of California, Los Angeles 1986 — 1991
BA, Economics
Societe Generale August 2010 - Present
JW Advisors LLC February 2009 - August 2010
SunTrust Robinson Humphrey May 2004 - February 2009
Wachovia Bank 1998 - 2004
Salomon Brothers 1994 - 1998
Skills
Capital Markets, Equities, Derivatives, Fixed Income, Investment Banking, Equity Derivatives, Structured Products, Hedge Funds, Equity Trading, Swaps, Interest Rate..., Options, Financial Markets, Bonds, Credit Derivatives
Education
University of California, Los Angeles 1986 — 1991
BA, Economics
Courtney Harris Courtney Harris's Wachovia Bank Experience September 2005 - March 2007
Job Private Banking Credit Underwriter at Wells Fargo
Industry Banking
Experience
Wells Fargo The Private Bank September 2011 - Present
Wachovia 2007 - 2011
Wachovia Bank September 2005 - March 2007
Skills
Commercial Banking, Wealth Management, Finance, Wealth Management..., Series 63, Retirement Planning, Loans, Banking, Credit, Private Banking, Small Business Lending, Mortgage Banking, Strategic Financial..., Financial Services, Commercial Lending, Mortgage Lending, Retail Banking, Loan Origination, Financial Planning
Education
University of Central Florida - College of Business Administration 2003 — 2006
Masters of Business Administration
University of North Florida 1996 — 2000
Bachelor of Banking and Finance, Corporate Finance
Wells Fargo The Private Bank September 2011 - Present
Wachovia 2007 - 2011
Wachovia Bank September 2005 - March 2007
Skills
Commercial Banking, Wealth Management, Finance, Wealth Management..., Series 63, Retirement Planning, Loans, Banking, Credit, Private Banking, Small Business Lending, Mortgage Banking, Strategic Financial..., Financial Services, Commercial Lending, Mortgage Lending, Retail Banking, Loan Origination, Financial Planning
Education
University of Central Florida - College of Business Administration 2003 — 2006
Masters of Business Administration
University of North Florida 1996 — 2000
Bachelor of Banking and Finance, Corporate Finance
Edward Bishop Edward Bishop's Wachovia Bank Experience 1988 - 2008
Job SVP/Small Business Banking Manager
Industry Banking
Experience
Bank of America 2012 - Present
HomeTrust Banking Partnership 2008 - 2011
Wachovia Bank 1988 - 2008
Republic Security Bank 1998 - 2001
First Union Bank 1988 - 1998
Skills
Cash Management, Banking, Commercial Banking, Commercial Lending, Commercial Mortgages, Credit Analysis, Credit Cards, Credit Risk, Finance, Financial Advisory, Financial Analysis, Investments, Leadership, Lines Of Credit, Management, Merchant Services, Relationship Management, Risk Management, Series 63, Small Business, Small Business Lending, Team Building, Team Leadership, Treasury Management, Treasury Services, Underwriting, Retail Banking
Education
University of Florida 1977 — 1981
Bachelor of Science, Business Administration
Bank of America 2012 - Present
HomeTrust Banking Partnership 2008 - 2011
Wachovia Bank 1988 - 2008
Republic Security Bank 1998 - 2001
First Union Bank 1988 - 1998
Skills
Cash Management, Banking, Commercial Banking, Commercial Lending, Commercial Mortgages, Credit Analysis, Credit Cards, Credit Risk, Finance, Financial Advisory, Financial Analysis, Investments, Leadership, Lines Of Credit, Management, Merchant Services, Relationship Management, Risk Management, Series 63, Small Business, Small Business Lending, Team Building, Team Leadership, Treasury Management, Treasury Services, Underwriting, Retail Banking
Education
University of Florida 1977 — 1981
Bachelor of Science, Business Administration
Sherry Stiles Riles's Wachovia Bank Experience August 1993 - November 2008
Job Certified Health Coach, Executive Trainer, National Sales Leader / Take Shape for Life
Industry Health, Wellness and Fitness
Experience
Take Shape for Life September 2008 - Present
Wachovia Bank August 1993 - November 2008
World Savings August 1993 - October 2006
Skills
Healthcare, Coaching, Training, Team Building, Leadership Development, Public Speaking, Customer Service, Sales Management, Strategic Planning, Mortgage Lending, Management, Sales Operations, Recruiting, Account Management, Sales, Leadership, Process Improvement, Business Development, Nutrition, Negotiation, Start-ups, Small Business, New Business Development, Budgets, Marketing, Banking, Business Planning, B2B, Business Strategy, Change Management, Customer Satisfaction, Direct Sales, Entrepreneurship, Event Planning, Executive Coaching, Insurance, Management Consulting, Marketing Strategy, Mergers & Acquisitions, Networking, Organizational..., Personal Development, Project Planning, Real Estate, Retail, Selling, Social Media Marketing, Social Networking, Strategy, Team Leadership
Education
University of Central Florida 1981 — 1986
Business
Lenape Regional High School 1978 — 1981
Take Shape for Life September 2008 - Present
Wachovia Bank August 1993 - November 2008
World Savings August 1993 - October 2006
Skills
Healthcare, Coaching, Training, Team Building, Leadership Development, Public Speaking, Customer Service, Sales Management, Strategic Planning, Mortgage Lending, Management, Sales Operations, Recruiting, Account Management, Sales, Leadership, Process Improvement, Business Development, Nutrition, Negotiation, Start-ups, Small Business, New Business Development, Budgets, Marketing, Banking, Business Planning, B2B, Business Strategy, Change Management, Customer Satisfaction, Direct Sales, Entrepreneurship, Event Planning, Executive Coaching, Insurance, Management Consulting, Marketing Strategy, Mergers & Acquisitions, Networking, Organizational..., Personal Development, Project Planning, Real Estate, Retail, Selling, Social Media Marketing, Social Networking, Strategy, Team Leadership
Education
University of Central Florida 1981 — 1986
Business
Lenape Regional High School 1978 — 1981
Kenneth Rethmeier, DrPH Kenneth Rethmeier, DrPH's Wachovia Bank Experience January 1998 - June 2002
Job Founder and President at The Rethmeier Group, LLC
Industry Hospital & Health Care
Experience
The Rethmeier Group, LLC 2002 - Present
Maastricht University September 2013 - Present
Town of Bermuda Run, NC November 2011 - Present
Big Speak 2003 - Present
Project HOPE 2002 - 2010
Wachovia Bank January 1998 - June 2002
Premier, Inc. 1994 - 1998
Hospital Association of Pennsylvania June 1990 - April 1994
US Navy August 1968 - 1990
University of North Carolina at Chapel Hill July 1979 - May 1982
Skills
leadership development, executive retreats, organizational..., Team Building, Management Consulting, Strategic Planning, Organizational..., Change Management, Public Speaking, Business Strategy, Leadership Development, Program Management, Leadership, Management, Healthcare, Executive Coaching, Policy, Public Relations, CRM, Nonprofits, Healthcare Management, Coaching, Program Development, Hospitals, Public Health, Grant Writing, Strategy, Epidemiology, Analysis, Capacity Building, Human Resources, Research, Proposal Writing, Fundraising, Organizational Design, Training, Executive Management, Workshop Facilitation, Personnel Management, Government, Program Evaluation, Performance Improvement, Grants, Health Policy, Global Health, Data Analysis, Executive Development, International..., Policy Analysis, Healthcare Consulting
Education
University of North Carolina at Chapel Hill 1979 — 1982
DrPH, healthcare administration/organizational behavior
University of North Carolina at Chapel Hill 1967 — 1968
MSPH, Medical Care Administration
University of California, Los Angeles 1963 — 1967
BSPH, Public Health
The Rethmeier Group, LLC 2002 - Present
Maastricht University September 2013 - Present
Town of Bermuda Run, NC November 2011 - Present
Big Speak 2003 - Present
Project HOPE 2002 - 2010
Wachovia Bank January 1998 - June 2002
Premier, Inc. 1994 - 1998
Hospital Association of Pennsylvania June 1990 - April 1994
US Navy August 1968 - 1990
University of North Carolina at Chapel Hill July 1979 - May 1982
Skills
leadership development, executive retreats, organizational..., Team Building, Management Consulting, Strategic Planning, Organizational..., Change Management, Public Speaking, Business Strategy, Leadership Development, Program Management, Leadership, Management, Healthcare, Executive Coaching, Policy, Public Relations, CRM, Nonprofits, Healthcare Management, Coaching, Program Development, Hospitals, Public Health, Grant Writing, Strategy, Epidemiology, Analysis, Capacity Building, Human Resources, Research, Proposal Writing, Fundraising, Organizational Design, Training, Executive Management, Workshop Facilitation, Personnel Management, Government, Program Evaluation, Performance Improvement, Grants, Health Policy, Global Health, Data Analysis, Executive Development, International..., Policy Analysis, Healthcare Consulting
Education
University of North Carolina at Chapel Hill 1979 — 1982
DrPH, healthcare administration/organizational behavior
University of North Carolina at Chapel Hill 1967 — 1968
MSPH, Medical Care Administration
University of California, Los Angeles 1963 — 1967
BSPH, Public Health
Denise Stoll Denise Stoll's Wachovia Bank Experience February 1996 - October 2008
Job Program Manager at H & R Block
Industry Financial Services
Experience
H & R Block February 2010 - Present
Wachovia Bank February 1996 - October 2008
Skills
Business Analysis, Leadership, Management, Project Management, Training, Business Intelligence, Process Improvement, Negotiation, CRM, Customer Service, Project Planning, Software Documentation, Call Centers, Team Leadership, SDLC, Business Process..., Vendor Management, Program Management, Quality Assurance, Change Management
Education
University of Central Missouri
Bachelor of Science, Public Relations, Marketing
H & R Block February 2010 - Present
Wachovia Bank February 1996 - October 2008
Skills
Business Analysis, Leadership, Management, Project Management, Training, Business Intelligence, Process Improvement, Negotiation, CRM, Customer Service, Project Planning, Software Documentation, Call Centers, Team Leadership, SDLC, Business Process..., Vendor Management, Program Management, Quality Assurance, Change Management
Education
University of Central Missouri
Bachelor of Science, Public Relations, Marketing
Randy Taylor's Wachovia Bank Experience 1984 - 2001
Job President, Delaware National Division at Fulton Bank
Industry Banking
Experience
Fulton Bank December 2010 - Present
Delaware National Bank November 2001 - December 2010
Wachovia Bank 1984 - 2001
Skills
Customer Service, Management, Commercial Lending, Banking, Loans, Finance, Financial Analysis, Credit, Small Business Lending, Portfolio Management, Leadership, Consumer Lending, Risk Management, Underwriting, Credit Analysis, Mortgage Lending, Refinance, New Business Development, Investments, Strategic Planning, Sales, Mortgage Banking, Team Building, Microsoft Excel, Small Business
Education
University of California, Santa Barbara 1980 — 1984
BS, Economics and Finance
Fulton Bank December 2010 - Present
Delaware National Bank November 2001 - December 2010
Wachovia Bank 1984 - 2001
Skills
Customer Service, Management, Commercial Lending, Banking, Loans, Finance, Financial Analysis, Credit, Small Business Lending, Portfolio Management, Leadership, Consumer Lending, Risk Management, Underwriting, Credit Analysis, Mortgage Lending, Refinance, New Business Development, Investments, Strategic Planning, Sales, Mortgage Banking, Team Building, Microsoft Excel, Small Business
Education
University of California, Santa Barbara 1980 — 1984
BS, Economics and Finance
ERIC WEITKAMP ERIC WEITKAMP's Wachovia Bank Experience May 2003 - August 2005
Job “When good people come together, great things will happen”
Industry Consumer Services
Experience
Freedom Partners Of South Florida March 2003 - Present
Freedom Partners of South Florida March 2003 - Present
Wachovia Bank May 2003 - August 2005
Skills
Medicare, Medicaid, Long Term Care, Disability Insurance, Medicare Supplements, Managed Care, Health Insurance, Annuities, HMO, Medicare Part D, Retirement Planning, Home Care, Long-term Care, Health Plans, IRA's, Wealth Accumulation, Retirement, Healthcare, Term Life Insurance, Utilization Management, PBM, Provider Relations, PPO, 401k, Whole Life, Critical Illness, Universal Life, Roth IRA, Employee Benefits, Group Benefits, Insurance, Guardianship, Mutual Funds, Government Programs, Fixed Annuities, Annuity, Wealth, Healthcare Industry, HIPAA, IRAs, Healthcare Management, Seniors, Small Business, Executive Management, Healthcare Information..., Long Term Care Insurance, Financial Planners, Estate Planning, Financial Advisory, Mortgage Lending
Education
Northwood University 2000 — 2002
Business, Business
University of Florida 2000 — 2001
Business & Financial Services
Cardinal Newman 1997 — 2000
Freedom Partners Of South Florida March 2003 - Present
Freedom Partners of South Florida March 2003 - Present
Wachovia Bank May 2003 - August 2005
Skills
Medicare, Medicaid, Long Term Care, Disability Insurance, Medicare Supplements, Managed Care, Health Insurance, Annuities, HMO, Medicare Part D, Retirement Planning, Home Care, Long-term Care, Health Plans, IRA's, Wealth Accumulation, Retirement, Healthcare, Term Life Insurance, Utilization Management, PBM, Provider Relations, PPO, 401k, Whole Life, Critical Illness, Universal Life, Roth IRA, Employee Benefits, Group Benefits, Insurance, Guardianship, Mutual Funds, Government Programs, Fixed Annuities, Annuity, Wealth, Healthcare Industry, HIPAA, IRAs, Healthcare Management, Seniors, Small Business, Executive Management, Healthcare Information..., Long Term Care Insurance, Financial Planners, Estate Planning, Financial Advisory, Mortgage Lending
Education
Northwood University 2000 — 2002
Business, Business
University of Florida 2000 — 2001
Business & Financial Services
Cardinal Newman 1997 — 2000
Dan Marquis Dan Marquis's Wachovia Bank Experience 2001 - 2009
Job Senior Vice President / Commercial Analytics at Wells Fargo
Industry Banking
Experience
Wells Fargo 2009 - Present
Wachovia Bank 2001 - 2009
Wachovia Bank 1993 - 2001
Office of Thrift Supervision 1986 - 1993
Skills
Financial Analysis, Business Analysis, Risk Management, Analysis, Portfolio Management, Strategy, Leadership, Mergers & Acquisitions, Management, Financial Risk, Credit, Investments, Valuation, Analytics, Credit Risk
Education
University of Florida - Warrington College of Business Administration 1981 — 1985
Bachelor, Finance
Wells Fargo 2009 - Present
Wachovia Bank 2001 - 2009
Wachovia Bank 1993 - 2001
Office of Thrift Supervision 1986 - 1993
Skills
Financial Analysis, Business Analysis, Risk Management, Analysis, Portfolio Management, Strategy, Leadership, Mergers & Acquisitions, Management, Financial Risk, Credit, Investments, Valuation, Analytics, Credit Risk
Education
University of Florida - Warrington College of Business Administration 1981 — 1985
Bachelor, Finance
Jim Bany Jim Bany's Wachovia Bank Experience January 2002 - May 2002
Job National Agency Relations at IVANS
Industry Insurance
Experience
IVANS February 2012 - Present
Cincinnati Financial Corporation March 2011 - February 2012
Firemans Fund Insurance Company August 2005 - August 2010
Travelers November 2003 - January 2005
Atlantic Mutual October 2002 - November 2003
Wachovia Bank January 2002 - May 2002
The Hauser Insurance Group April 1996 - January 2002
Heritage Mutual (Aquity) September 1993 - March 1996
Cincinnati Financial Corporation September 1989 - March 1993
Great American Insurance 1993 - 1993
Skills
Business Strategy, Insurance, Risk Management, Strategic Planning, Sales Management, Account Management, Management, Business Development, Sales Operations, Sales, Leadership, Underwriting, Marketing, Commercial Insurance, Property & Casualty...
Education
University of Cincinnati 1984 — 1989
BBA, Management, Finance
Northmont High School 1980 — 1984
Diploma, College Prep
IVANS February 2012 - Present
Cincinnati Financial Corporation March 2011 - February 2012
Firemans Fund Insurance Company August 2005 - August 2010
Travelers November 2003 - January 2005
Atlantic Mutual October 2002 - November 2003
Wachovia Bank January 2002 - May 2002
The Hauser Insurance Group April 1996 - January 2002
Heritage Mutual (Aquity) September 1993 - March 1996
Cincinnati Financial Corporation September 1989 - March 1993
Great American Insurance 1993 - 1993
Skills
Business Strategy, Insurance, Risk Management, Strategic Planning, Sales Management, Account Management, Management, Business Development, Sales Operations, Sales, Leadership, Underwriting, Marketing, Commercial Insurance, Property & Casualty...
Education
University of Cincinnati 1984 — 1989
BBA, Management, Finance
Northmont High School 1980 — 1984
Diploma, College Prep
Erica Mesaros Erica Mesaros's Wachovia Bank Experience June 2001 - September 2006
Job Statistician at Pratt & Whitney
Industry Higher Education
Experience
Pratt & Whitney July 2010 - Present
University of Connecticut August 2008 - July 2010
Wells Fargo September 2006 - July 2010
Wachovia Bank June 2001 - September 2006
Firm Facts Interviewing, Inc. September 1996 - August 2005
Skills
R, SAS programming, Risk Management, Customer Service, SAS, Statistical Modeling, Business Communications, Statistics, Logistic Regression, Predictive Modeling, Data Analysis, Data Mining
Education
University of Connecticut 2008 — 2010
M.S., Statistics
University of New Haven 2004 — 2006
B.S., Applied Mathematics
Pratt & Whitney July 2010 - Present
University of Connecticut August 2008 - July 2010
Wells Fargo September 2006 - July 2010
Wachovia Bank June 2001 - September 2006
Firm Facts Interviewing, Inc. September 1996 - August 2005
Skills
R, SAS programming, Risk Management, Customer Service, SAS, Statistical Modeling, Business Communications, Statistics, Logistic Regression, Predictive Modeling, Data Analysis, Data Mining
Education
University of Connecticut 2008 — 2010
M.S., Statistics
University of New Haven 2004 — 2006
B.S., Applied Mathematics
Crystal Burleson Crystal Burleson's Wachovia Bank Experience January 2000 - August 2004
Job Legal Services Professional
Industry Legal Services
Experience
Unified Capital Solutions, Inc. March 2007 - March 2009
Fifth Third Bank August 2004 - March 2007
Wachovia Bank January 2000 - August 2004
Education
University of Cincinnati 2006 — 2008
Associate, Legal Studies
Unified Capital Solutions, Inc. March 2007 - March 2009
Fifth Third Bank August 2004 - March 2007
Wachovia Bank January 2000 - August 2004
Education
University of Cincinnati 2006 — 2008
Associate, Legal Studies
Melissa Norwood Melissa Norwood's Wachovia Bank Experience July 2007 - July 2009
Job Banking Professional
Industry Banking
Experience
SunTrust November 2014 - Present
SunTrust October 2013 - November 2014
Bank of America May 2010 - June 2013
Wachovia Bank July 2007 - July 2009
State Farm Insurance January 2006 - July 2007
Education
University of Florida 1998 — 2002
Bachelor of Science, Psychology
SunTrust November 2014 - Present
SunTrust October 2013 - November 2014
Bank of America May 2010 - June 2013
Wachovia Bank July 2007 - July 2009
State Farm Insurance January 2006 - July 2007
Education
University of Florida 1998 — 2002
Bachelor of Science, Psychology
Adrien Tapia Adrien Tapia's Wachovia Bank Experience May 2008 - July 2008
Job Owner at CrossFit Siege
Industry Health, Wellness and Fitness
Experience
CrossFit Siege LLC and CrossFit Siege-Pines LLC May 2012 - Present
Robbins, Tunkey, Ross, Amsel, Raben, & Waxman, P.A. September 2010 - May 2012
AT&T March 2010 - July 2010
University of Florida February 2008 - December 2009
North Adams SteepleCats May 2009 - August 2009
Wachovia Bank May 2008 - July 2008
Nordstrom May 2006 - December 2007
Skills
Entrepreneurship, Marketing, Start-ups, Business Planning, Customer Service, Fitness Training, Customer Retention, Customer Experience, Fitness, Sales, Public Speaking, Spanish, Finance, Event Planning, Fundraising, Public Relations, Training, Leadership, Legal Research
Education
University of Florida 2006 — 2009
BS, Business Administration Specializing in Sports Management
University of Florida 2006 — 2009
Bachelor of Business Administration (BBA)
CrossFit Siege LLC and CrossFit Siege-Pines LLC May 2012 - Present
Robbins, Tunkey, Ross, Amsel, Raben, & Waxman, P.A. September 2010 - May 2012
AT&T March 2010 - July 2010
University of Florida February 2008 - December 2009
North Adams SteepleCats May 2009 - August 2009
Wachovia Bank May 2008 - July 2008
Nordstrom May 2006 - December 2007
Skills
Entrepreneurship, Marketing, Start-ups, Business Planning, Customer Service, Fitness Training, Customer Retention, Customer Experience, Fitness, Sales, Public Speaking, Spanish, Finance, Event Planning, Fundraising, Public Relations, Training, Leadership, Legal Research
Education
University of Florida 2006 — 2009
BS, Business Administration Specializing in Sports Management
University of Florida 2006 — 2009
Bachelor of Business Administration (BBA)
William T. Nance William T. Nance's Wachovia Bank Experience January 2003 - January 2009
Job Banking Professional
Industry Banking
Experience
USAmeriBank October 2013 - Present
Wells Fargo Bank January 2009 - December 2010
Wachovia Bank January 2003 - January 2009
First Union Bank June 1999 - January 2003
First Union Bank 1994 - 1999
First Union Bank 1992 - 1994
First Florida Bank 1982 - 1992
Skills
Loans, Banking, Commercial Banking, Credit, Financial Analysis, Leadership, Management, Mergers & Acquisitions, Customer Service, Underwriting, Small Business, Small Business Lending, Commercial Lending, Mortgage Lending, Lines Of Credit
Education
University of Florida
BA, Economics
USAmeriBank October 2013 - Present
Wells Fargo Bank January 2009 - December 2010
Wachovia Bank January 2003 - January 2009
First Union Bank June 1999 - January 2003
First Union Bank 1994 - 1999
First Union Bank 1992 - 1994
First Florida Bank 1982 - 1992
Skills
Loans, Banking, Commercial Banking, Credit, Financial Analysis, Leadership, Management, Mergers & Acquisitions, Customer Service, Underwriting, Small Business, Small Business Lending, Commercial Lending, Mortgage Lending, Lines Of Credit
Education
University of Florida
BA, Economics
Janet Moassesfar's Wachovia Bank Experience May 2007 - August 2009
Job Senior Tax Accountant at Nadel CPAs, A Professional Corporation
Industry Accounting
Experience
Nadel CPAs, A Professional Corporation January 2015 - Present
JMJ Accountants, Inc. August 2013 - Present
Furness & Associates August 2009 - August 2013
Wachovia Bank May 2007 - August 2009
World Savings December 2004 - May 2007
Union Bank of California November 2002 - August 2003
Bank of America December 2000 - November 2002
Skills
Securities, Tax, Financial Analysis, Banking, Financial Modeling, Investments, Credit, Financial Reporting, Accounting, Budgets, Cash Management, Insurance, Estate Planning, Risk Management, Loans, QuickBooks, Payroll, Small Business, Tax Preparation, Financial Statements, Strategic Financial..., Account Reconciliation, Financial Planners, Income Tax, Bookkeeping, CPA, Cash Flow, Finance, Management, US GAAP, Auditing, Corporate Finance, Tax Returns, Corporate Tax, Due Diligence, Payroll Taxes, Mergers & Acquisitions, Treasury Management, Sales Tax
Education
University of California, Santa Barbara 2003 — 2006
Bachelor of Arts, Business Economics
Nadel CPAs, A Professional Corporation January 2015 - Present
JMJ Accountants, Inc. August 2013 - Present
Furness & Associates August 2009 - August 2013
Wachovia Bank May 2007 - August 2009
World Savings December 2004 - May 2007
Union Bank of California November 2002 - August 2003
Bank of America December 2000 - November 2002
Skills
Securities, Tax, Financial Analysis, Banking, Financial Modeling, Investments, Credit, Financial Reporting, Accounting, Budgets, Cash Management, Insurance, Estate Planning, Risk Management, Loans, QuickBooks, Payroll, Small Business, Tax Preparation, Financial Statements, Strategic Financial..., Account Reconciliation, Financial Planners, Income Tax, Bookkeeping, CPA, Cash Flow, Finance, Management, US GAAP, Auditing, Corporate Finance, Tax Returns, Corporate Tax, Due Diligence, Payroll Taxes, Mergers & Acquisitions, Treasury Management, Sales Tax
Education
University of California, Santa Barbara 2003 — 2006
Bachelor of Arts, Business Economics
Andy Hernandez Andy Hernandez's Wachovia Bank Experience February 2006 - May 2009
Job EVP, Head of eBusiness / Digital Banking at Regions Bank
Industry Banking
Experience
Regions Bank March 2014 - Present
BBVA May 2009 - March 2014
Wachovia Bank February 2006 - May 2009
Bank of America 2003 - 2006
SouthTrust Bank 1995 - 2003
NCR 1988 - 1995
Skills
Banking, E-commerce, Retail Banking, Business Development, Payments, Call Centers, Recruiting, Talent Acquisition, Internet Banking, Product Development, Mobile Banking, Portfolio Management, Financial Services, Leadership, Process Improvement, Business Intelligence, Business Strategy, Channel, ATM networks, Strategy, Strategic Planning, Relationship Management, Executive Management, Change Management, Vendor Management, Management
Education
University of Florida 1984 — 1988
BSBA, Computer & Information Sciences
Regions Bank March 2014 - Present
BBVA May 2009 - March 2014
Wachovia Bank February 2006 - May 2009
Bank of America 2003 - 2006
SouthTrust Bank 1995 - 2003
NCR 1988 - 1995
Skills
Banking, E-commerce, Retail Banking, Business Development, Payments, Call Centers, Recruiting, Talent Acquisition, Internet Banking, Product Development, Mobile Banking, Portfolio Management, Financial Services, Leadership, Process Improvement, Business Intelligence, Business Strategy, Channel, ATM networks, Strategy, Strategic Planning, Relationship Management, Executive Management, Change Management, Vendor Management, Management
Education
University of Florida 1984 — 1988
BSBA, Computer & Information Sciences
David Eisenberg's Wachovia Bank Experience July 2004 - April 2005
Job Global Partnerships and Experiential Marketing at Google
Industry Marketing and Advertising
Experience
Google January 2014 - Present
American Express July 2011 - December 2013
American Express September 2012 - February 2013
American Express May 2012 - September 2012
American Express May 2008 - July 2011
Octagon April 2005 - May 2008
Wachovia Bank July 2004 - April 2005
Sports America, Inc. January 2004 - September 2004
Skills
Strategic Planning, Sports Marketing, Strategic Partnerships, Digital Media, Sponsorship, Sports, Marketing Strategy, Marketing Communications, Performance Measurement, Event Management, Promotions, Social Media Marketing, Integrated Marketing, Contract Negotiation, Analytics, Social Media, Thought Leadership, Team Leadership, Product Management, Relationship Marketing, B2B, Strategy, Advertising, Public Relations, Entrepreneurship, Business Development, Leadership
Education
University of Delaware 2000 — 2004
B.S. Sports Management, Sports Management, Finance, Law
GDS
Google January 2014 - Present
American Express July 2011 - December 2013
American Express September 2012 - February 2013
American Express May 2012 - September 2012
American Express May 2008 - July 2011
Octagon April 2005 - May 2008
Wachovia Bank July 2004 - April 2005
Sports America, Inc. January 2004 - September 2004
Skills
Strategic Planning, Sports Marketing, Strategic Partnerships, Digital Media, Sponsorship, Sports, Marketing Strategy, Marketing Communications, Performance Measurement, Event Management, Promotions, Social Media Marketing, Integrated Marketing, Contract Negotiation, Analytics, Social Media, Thought Leadership, Team Leadership, Product Management, Relationship Marketing, B2B, Strategy, Advertising, Public Relations, Entrepreneurship, Business Development, Leadership
Education
University of Delaware 2000 — 2004
B.S. Sports Management, Sports Management, Finance, Law
GDS
Christina Pinto, CFP®'s Wachovia Bank Experience August 1986 - January 1998
Job Wealth Advisor/ Partner at MPC
Industry Financial Services
Experience
MPC Wealth Management January 1998 - Present
Wachovia Bank August 1986 - January 1998
SunTrust Bank July 1984 - August 1986
Skills
Long-term Care, Wealth Management, Small Business, Securities, Wealth Management..., Retirement Planning, Asset Protection, Investments, Risk Management, Retirement, Strategic Financial..., Wealth, Money Management, Financial Planning, Leadership, Life Insurance, Small Business Lending, Term Life Insurance, Comprehensive Wealth..., Long Term Care
Education
University of Central Florida
Bachelors, Business/Finance
MPC Wealth Management January 1998 - Present
Wachovia Bank August 1986 - January 1998
SunTrust Bank July 1984 - August 1986
Skills
Long-term Care, Wealth Management, Small Business, Securities, Wealth Management..., Retirement Planning, Asset Protection, Investments, Risk Management, Retirement, Strategic Financial..., Wealth, Money Management, Financial Planning, Leadership, Life Insurance, Small Business Lending, Term Life Insurance, Comprehensive Wealth..., Long Term Care
Education
University of Central Florida
Bachelors, Business/Finance
Charles Delmolino Charles Delmolino's Wachovia Bank Experience September 2008 - June 2009
Job Sr. Quality Control Analyst at The Money Source / Endeavor America Loan Services
Industry Financial Services
Experience
The Money Source dba Endeavor America Loan Services March 2015 - Present
Bank of America July 2009 - December 2014
JPMorgan Chase July 2009 - July 2009
Wachovia Bank September 2008 - June 2009
Indymac Bank October 2006 - September 2008
JPMorgan Chase July 2005 - October 2006
Skills
Internal Audit, Mortgage, Credit, Loans, Compliance, Mortgage Lending, FHA, Banking, Risk Management, Underwriting, Financial Risk, Analysis, Mortgage Banking, Mortgage Underwriting, Real Estate, Credit Risk, Refinance, Credit Analysis, VA loans, Quality Assurance, Finance, Process Improvement, Auditing, Financial Analysis, FHA financing, Asset Management, Training, Leadership, Investment Properties, Time Management, Operational Risk, REO, Residential Mortgages, Loss Mitigation, Loan Origination, Loan Servicing, Operational Risk..., Team Building, USDA
Education
University of Florida 2000 — 2004
Sports Medicine/Athletic Training
The Money Source dba Endeavor America Loan Services March 2015 - Present
Bank of America July 2009 - December 2014
JPMorgan Chase July 2009 - July 2009
Wachovia Bank September 2008 - June 2009
Indymac Bank October 2006 - September 2008
JPMorgan Chase July 2005 - October 2006
Skills
Internal Audit, Mortgage, Credit, Loans, Compliance, Mortgage Lending, FHA, Banking, Risk Management, Underwriting, Financial Risk, Analysis, Mortgage Banking, Mortgage Underwriting, Real Estate, Credit Risk, Refinance, Credit Analysis, VA loans, Quality Assurance, Finance, Process Improvement, Auditing, Financial Analysis, FHA financing, Asset Management, Training, Leadership, Investment Properties, Time Management, Operational Risk, REO, Residential Mortgages, Loss Mitigation, Loan Origination, Loan Servicing, Operational Risk..., Team Building, USDA
Education
University of Florida 2000 — 2004
Sports Medicine/Athletic Training
Greg Crawford Greg Crawford's Wachovia Bank Experience March 2004 - September 2010
Job Business Relationship Manager Wells Fargo Bank
Industry Financial Services
Experience
Communities in Schools Cabarrus County June 2013 - Present
Habitat for Humanity International 2013 - Present
Wells Fargo Bank September 2010 - Present
Wachovia Bank March 2004 - September 2010
Wachovia/First Union April 1998 - March 2004
Skills
Small Business Lending, Loans, Financial Services, Banking, Portfolio Management, Finance, Commercial Banking, Business Development, Business Planning, Management, Credit, Underwriting, Sales, Customer Service, Asset Management, Commercial Lending, Small Business, Sales Management, Credit Analysis
Education
University of Florida 1983 — 1986
Bachelor's degree, Agricultural Economics
Communities in Schools Cabarrus County June 2013 - Present
Habitat for Humanity International 2013 - Present
Wells Fargo Bank September 2010 - Present
Wachovia Bank March 2004 - September 2010
Wachovia/First Union April 1998 - March 2004
Skills
Small Business Lending, Loans, Financial Services, Banking, Portfolio Management, Finance, Commercial Banking, Business Development, Business Planning, Management, Credit, Underwriting, Sales, Customer Service, Asset Management, Commercial Lending, Small Business, Sales Management, Credit Analysis
Education
University of Florida 1983 — 1986
Bachelor's degree, Agricultural Economics
Melissa Cennamo Melissa Cennamo's Wachovia Bank Experience May 2001 - February 2007
Job
Industry Banking
Experience
Wells Fargo Business Banking February 2011 - Present
Wells Fargo Bank February 2007 - February 2011
Wachovia Bank May 2001 - February 2007
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Outlook, Commercial Lending, Investment Real Estate..., Business Banking and...
Education
University of Florida 1996 — 1999
Bachelor's degree, Finance
Wells Fargo Business Banking February 2011 - Present
Wells Fargo Bank February 2007 - February 2011
Wachovia Bank May 2001 - February 2007
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Outlook, Commercial Lending, Investment Real Estate..., Business Banking and...
Education
University of Florida 1996 — 1999
Bachelor's degree, Finance
Hubert Talavera, CAPM's Wachovia Bank Experience January 2001 - January 2002
Job Sr. Business Process Consultant at D+H
Industry Computer Software
Experience
D+H September 2013 - Present
Harland Financial Solutions September 2013 - Present
Seminole County Regional Chamber of Commerce May 2012 - February 2013
Wells Fargo June 2001 - November 2011
Wachovia Bank January 2001 - January 2002
First Union National Bank September 1998 - April 2001
First Union National Bank June 1995 - June 1998
Skills
Diversity Strategy, Project Coordination, Innovative Thinking, Customer Service, Bank Operations, Process Improvement, Operations Management, Risk, Strategic Planning, Team Building, Problem Solving, Coaching, Change Management, Employee Relations, Performance Management, Risk Management, Leadership Development, Customer Relations, Budgeting, Mentoring, Forecasting, Cash Handling, Compliance, Continuous Improvement, Staff Training, Budgets, Banking, Vendor Management, Cash Flow, Program Management, Contract Management, Human Resources, Business Development, Project Management, Team Management, Negotiation, Team Leadership, Marketing, Business Process, Employee Engagement, Entrepreneurship, Time Management, Sales Management, Finance, Nonprofits, Business Process..., Analysis, Leadership, Management, Strategy
Education
University of Central Florida 1982 — 1990
BS, Business Administration/Management
American Military Academy 1975 — 1982
General
D+H September 2013 - Present
Harland Financial Solutions September 2013 - Present
Seminole County Regional Chamber of Commerce May 2012 - February 2013
Wells Fargo June 2001 - November 2011
Wachovia Bank January 2001 - January 2002
First Union National Bank September 1998 - April 2001
First Union National Bank June 1995 - June 1998
Skills
Diversity Strategy, Project Coordination, Innovative Thinking, Customer Service, Bank Operations, Process Improvement, Operations Management, Risk, Strategic Planning, Team Building, Problem Solving, Coaching, Change Management, Employee Relations, Performance Management, Risk Management, Leadership Development, Customer Relations, Budgeting, Mentoring, Forecasting, Cash Handling, Compliance, Continuous Improvement, Staff Training, Budgets, Banking, Vendor Management, Cash Flow, Program Management, Contract Management, Human Resources, Business Development, Project Management, Team Management, Negotiation, Team Leadership, Marketing, Business Process, Employee Engagement, Entrepreneurship, Time Management, Sales Management, Finance, Nonprofits, Business Process..., Analysis, Leadership, Management, Strategy
Education
University of Central Florida 1982 — 1990
BS, Business Administration/Management
American Military Academy 1975 — 1982
General
Stephanie Adair Stephanie Adair's Wachovia Bank Experience August 2007 - February 2009
Job Category Leadership Manager, Nestle USA
Industry Food & Beverages
Experience
Nestle S.A. February 2015 - Present
Nestle S.A. July 2013 - February 2015
Nestle S.A. February 2009 - June 2013
Wachovia Bank August 2007 - February 2009
Enterprise Rent-A-Car August 2004 - August 2007
Skills
Sales Operations, Sales Management, Sales, Account Management, Marketing, Marketing Strategy, Customer Service, Management, Negotiation, Marketing Communications, Direct Sales, Microsoft Office, Market Research, Sales Process, Forecasting, Leadership, Analysis, Microsoft Excel, Team Building, Public Speaking, Event Planning
Education
University of Central Florida - College of Business Administration 2000 — 2004
Bachelor of Science, Marketing
Nestle S.A. February 2015 - Present
Nestle S.A. July 2013 - February 2015
Nestle S.A. February 2009 - June 2013
Wachovia Bank August 2007 - February 2009
Enterprise Rent-A-Car August 2004 - August 2007
Skills
Sales Operations, Sales Management, Sales, Account Management, Marketing, Marketing Strategy, Customer Service, Management, Negotiation, Marketing Communications, Direct Sales, Microsoft Office, Market Research, Sales Process, Forecasting, Leadership, Analysis, Microsoft Excel, Team Building, Public Speaking, Event Planning
Education
University of Central Florida - College of Business Administration 2000 — 2004
Bachelor of Science, Marketing
Yolander Hunter Yolander Hunter's Wachovia Bank Experience April 2004 - December 2006
Job Senior IT Project Manager III at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
TIAA-CREF May 2012 - September 2014
Bank of America November 2010 - May 2012
Bank of America August 2010 - December 2010
Wells Fargo June 2009 - August 2010
Wachovia December 2006 - November 2008
Wachovia Bank April 2004 - December 2006
Bank of America March 2000 - April 2004
Wells Fargo (First Union National Bank) March 1998 - April 2000
Skills
Project Management, Program Management, Systems Analysis, Portfolio Management, Product Management, Workshop Facilitation, Quality Assurance, Analysis, Business Strategy, Software Documentation, E-commerce, Integration, Business Analysis, Change Management, Management, Business Process..., Disaster Recovery, Six Sigma, Business Intelligence, CRM, Leadership, PMO, Testing, Training, SDLC, Building Relationships, Process Improvement, Governance, User Acceptance Testing
Education
University of Florida
BS
University of North Carolina at Charlotte 2008 — 2009
Continuing Education
TIAA-CREF September 2014 - Present
TIAA-CREF May 2012 - September 2014
Bank of America November 2010 - May 2012
Bank of America August 2010 - December 2010
Wells Fargo June 2009 - August 2010
Wachovia December 2006 - November 2008
Wachovia Bank April 2004 - December 2006
Bank of America March 2000 - April 2004
Wells Fargo (First Union National Bank) March 1998 - April 2000
Skills
Project Management, Program Management, Systems Analysis, Portfolio Management, Product Management, Workshop Facilitation, Quality Assurance, Analysis, Business Strategy, Software Documentation, E-commerce, Integration, Business Analysis, Change Management, Management, Business Process..., Disaster Recovery, Six Sigma, Business Intelligence, CRM, Leadership, PMO, Testing, Training, SDLC, Building Relationships, Process Improvement, Governance, User Acceptance Testing
Education
University of Florida
BS
University of North Carolina at Charlotte 2008 — 2009
Continuing Education
Andrew McGinnis Andrew McGinnis's Wachovia Bank Experience 1993 - 1996
Job Regional Vice President at TD Bank Group Palm Beach & Treasure Coast Region
Industry Banking
Experience
TD Bank Group April 2010 - Present
Riverside National Bank 2002 - 2010
SunTrust Bank 1996 - 1999
Wachovia Bank 1993 - 1996
Skills
Small Business Lending, Commercial Banking, Budgets, Sales Management, Commercial Lending, Credit, Loans, Retail Banking, Lines Of Credit, Credit Analysis
Education
University of Florida 1988 — 1993
B. S., Finance
TD Bank Group April 2010 - Present
Riverside National Bank 2002 - 2010
SunTrust Bank 1996 - 1999
Wachovia Bank 1993 - 1996
Skills
Small Business Lending, Commercial Banking, Budgets, Sales Management, Commercial Lending, Credit, Loans, Retail Banking, Lines Of Credit, Credit Analysis
Education
University of Florida 1988 — 1993
B. S., Finance
Matthew Moberg Matthew Moberg's Wachovia Bank Experience September 2006 - January 2008
Job Regional Director of Sales at The HCI Group
Industry Staffing and Recruiting
Experience
The HCI Group October 2014 - Present
The HCI Group May 2014 - September 2014
The HCI Group November 2013 - May 2014
Wells Fargo Bank June 2009 - November 2013
Wells Fargo February 2008 - May 2009
Wachovia Bank September 2006 - January 2008
Office of the Public Defender, 4th Judicial Circuit, Florida August 2003 - August 2006
Skills
Cerner, Consumer Lending, ClinDoc, Ambulatory, Credit, Epic Systems, Sales, Informatics, Banking, Mortgage Lending, Loans, Small Business Lending, Healthcare, Specialty Coffee, Java, OpTime, Documentation, EHR, Hair Extensions, Retail Banking, Healthcare Information..., Hospitals, Muffins, Milk, Food & Drink, Fraps, Software Documentation, Carbohydrate Chemistry, Pastry, Beverage Development, Inpatient, EMR, Healthcare Consulting, HIPAA
Education
University of Florida 1999 — 2002
Bachelor's Degree, Business Administration, Management and Operations
Bishop Kenny High School 1994 — 1998
High School Diploma
The HCI Group October 2014 - Present
The HCI Group May 2014 - September 2014
The HCI Group November 2013 - May 2014
Wells Fargo Bank June 2009 - November 2013
Wells Fargo February 2008 - May 2009
Wachovia Bank September 2006 - January 2008
Office of the Public Defender, 4th Judicial Circuit, Florida August 2003 - August 2006
Skills
Cerner, Consumer Lending, ClinDoc, Ambulatory, Credit, Epic Systems, Sales, Informatics, Banking, Mortgage Lending, Loans, Small Business Lending, Healthcare, Specialty Coffee, Java, OpTime, Documentation, EHR, Hair Extensions, Retail Banking, Healthcare Information..., Hospitals, Muffins, Milk, Food & Drink, Fraps, Software Documentation, Carbohydrate Chemistry, Pastry, Beverage Development, Inpatient, EMR, Healthcare Consulting, HIPAA
Education
University of Florida 1999 — 2002
Bachelor's Degree, Business Administration, Management and Operations
Bishop Kenny High School 1994 — 1998
High School Diploma
Michelle Solary-Irastorza Michelle Solary-Irastorza's Wachovia Bank Experience February 1994 - October 1995
Job Real Estate/ Sales
Industry Computer Software
Experience
Coldwell Banker Residential Brokerage August 2013 - Present
Workday January 2012 - September 2012
ADP March 2003 - May 2004
PeopleSoft October 2000 - October 2002
PeopleSoft January 1999 - October 2000
PeopleSoft July 1996 - January 1999
Access Financial October 1995 - July 1996
Wachovia Bank February 1994 - October 1995
National City Bank June 1992 - November 1993
Skills
CRM, Enterprise Software, Strategy, Outsourcing, Sales, Business Development, SaaS, Sales Operations, Solution Selling, Professional Services, Strategic Partnerships, Project Management, Management, Training, PeopleSoft, Sales Process, Cloud Computing, Long-term Customer..., Customer Service, Customer Satisfaction, Customer Support, Recruiting
Education
University of Dayton 1988 — 1992
BS, Accounting
Coldwell Banker Residential Brokerage August 2013 - Present
Workday January 2012 - September 2012
ADP March 2003 - May 2004
PeopleSoft October 2000 - October 2002
PeopleSoft January 1999 - October 2000
PeopleSoft July 1996 - January 1999
Access Financial October 1995 - July 1996
Wachovia Bank February 1994 - October 1995
National City Bank June 1992 - November 1993
Skills
CRM, Enterprise Software, Strategy, Outsourcing, Sales, Business Development, SaaS, Sales Operations, Solution Selling, Professional Services, Strategic Partnerships, Project Management, Management, Training, PeopleSoft, Sales Process, Cloud Computing, Long-term Customer..., Customer Service, Customer Satisfaction, Customer Support, Recruiting
Education
University of Dayton 1988 — 1992
BS, Accounting
J.R. Lloyd J.R. Lloyd's Wachovia Bank Experience May 2008 - May 2009
Job President & CEO at Beverly Hills Capital Group
Industry Financial Services
Experience
Beverly Hills Capital Group June 2009 - Present
Wachovia Bank May 2008 - May 2009
Washington Mutual Bank 2001 - 2008
Skyline Funding 1995 - 2000
TransCapital Mortgage 1993 - 1995
Bank of America 1991 - 1993
Home Savings of America 1989 - 1991
American Savings Bank 1987 - 1989
California Federal Bank 1985 - 1987
Skills
Mortgage, Loans, Loan Origination, Investments, Real Estate, Mortgage Lending, FHA, Banking, REO, Funding, Mortgage Banking, Refinance, Real Estate Development, Mutual Funds, Investment Properties, Management, Residential Mortgages, Credit
Education
University of California, Los Angeles 1979 — 1983
Bachelor of Science, Economics
UCLA
Bachelor of Science, Economics
Beverly Hills Capital Group June 2009 - Present
Wachovia Bank May 2008 - May 2009
Washington Mutual Bank 2001 - 2008
Skyline Funding 1995 - 2000
TransCapital Mortgage 1993 - 1995
Bank of America 1991 - 1993
Home Savings of America 1989 - 1991
American Savings Bank 1987 - 1989
California Federal Bank 1985 - 1987
Skills
Mortgage, Loans, Loan Origination, Investments, Real Estate, Mortgage Lending, FHA, Banking, REO, Funding, Mortgage Banking, Refinance, Real Estate Development, Mutual Funds, Investment Properties, Management, Residential Mortgages, Credit
Education
University of California, Los Angeles 1979 — 1983
Bachelor of Science, Economics
UCLA
Bachelor of Science, Economics
Warren Canada Warren Canada's Wachovia Bank Experience July 2008 - Present
Job Asset Protection/Mortgage Loan Consultant
Industry Financial Services
Experience
Wachovia Bank July 2008 - Present
United American Insurance April 2007 - November 2007
First Option Mortgage November 2006 - April 2007
Liberty Mortgage Loan Co., LLC January 2006 - December 2006
American Home Equity Loan Corporation January 2002 - January 2006
Education
University of Central Florida 1992 — 1994
University of Florida 1988 — 1991
A. A., English
Wachovia Bank July 2008 - Present
United American Insurance April 2007 - November 2007
First Option Mortgage November 2006 - April 2007
Liberty Mortgage Loan Co., LLC January 2006 - December 2006
American Home Equity Loan Corporation January 2002 - January 2006
Education
University of Central Florida 1992 — 1994
University of Florida 1988 — 1991
A. A., English
Josh Riley, CCIM, LEED Green Associate ✔ Josh Riley, CCIM, LEED Green Associate ✔'s Wachovia Bank Experience August 1987 - August 1990
Job Retail Site Acquisition, Design & Construction Management
Industry Real Estate
Experience
JLL January 1998 - Present
Satulah Group April 1996 - January 1999
WebMatters New Media July 1996 - December 1998
Property Systems August 1990 - April 1996
Wachovia Bank August 1987 - August 1990
First Union Bank April 1984 - August 1987
Skills
Program Management, Social Media, Site Selection, Construction Management, Six Sigma, Corporate Real Estate, Retail Site Selection, Multi-site, Project Management, LinkedIn, Retail Construction..., Construction, Location Intelligence, Management, Integration, Facilities Management, Vendor Management, Project Planning, Contract Negotiation, Budgets, CRM, Leadership, Training, Property Management, Real Estate, Contract Management, Outsourcing, Real Estate Development, Business Planning, Shopping Centers
Education
University of Central Florida - College of Business Administration 1982 — 1984
B.S.B.A.
JLL January 1998 - Present
Satulah Group April 1996 - January 1999
WebMatters New Media July 1996 - December 1998
Property Systems August 1990 - April 1996
Wachovia Bank August 1987 - August 1990
First Union Bank April 1984 - August 1987
Skills
Program Management, Social Media, Site Selection, Construction Management, Six Sigma, Corporate Real Estate, Retail Site Selection, Multi-site, Project Management, LinkedIn, Retail Construction..., Construction, Location Intelligence, Management, Integration, Facilities Management, Vendor Management, Project Planning, Contract Negotiation, Budgets, CRM, Leadership, Training, Property Management, Real Estate, Contract Management, Outsourcing, Real Estate Development, Business Planning, Shopping Centers
Education
University of Central Florida - College of Business Administration 1982 — 1984
B.S.B.A.
Jennifer Wrench Jennifer Wrench's Wachovia Bank Experience July 2007 - October 2010
Job Currently seeking employment opportunities.
Industry Insurance
Experience
Warren Averett, LLC February 2015 - Present
ITAC Solutions October 2014 - Present
Atherotech November 2012 - October 2014
ITAC Solutions April 2011 - November 2012
Wachovia Bank July 2007 - October 2010
Vision Security and Investigations October 2006 - April 2007
Assurant Employee Benefits April 2001 - September 2006
Skills
Data Entry, Outstanding Customer..., Microsoft Office, Microsoft Outlook, Typing, Ten Key, Accounting, Supervision, Accounts Receivable, Accounts Payable, Processing, Research, Communication, Collections, Investigation, Front Office, Fraud, Client Billing, Customer Service, Spreadsheets, Outlook, Microsoft Excel
Education
University of Cincinnati 2007 — 2012
Master's, Criminal Justice, 3.0
Virginia College of Birmingham 2003 — 2007
Bachelor's, Criminal Justice
Virginia College of Birmingham 2001 — 2003
Associate's, Therapeutic Massage
Huffman High School 1994 — 1998
Diploma, Business Administration and Management, General
Warren Averett, LLC February 2015 - Present
ITAC Solutions October 2014 - Present
Atherotech November 2012 - October 2014
ITAC Solutions April 2011 - November 2012
Wachovia Bank July 2007 - October 2010
Vision Security and Investigations October 2006 - April 2007
Assurant Employee Benefits April 2001 - September 2006
Skills
Data Entry, Outstanding Customer..., Microsoft Office, Microsoft Outlook, Typing, Ten Key, Accounting, Supervision, Accounts Receivable, Accounts Payable, Processing, Research, Communication, Collections, Investigation, Front Office, Fraud, Client Billing, Customer Service, Spreadsheets, Outlook, Microsoft Excel
Education
University of Cincinnati 2007 — 2012
Master's, Criminal Justice, 3.0
Virginia College of Birmingham 2003 — 2007
Bachelor's, Criminal Justice
Virginia College of Birmingham 2001 — 2003
Associate's, Therapeutic Massage
Huffman High School 1994 — 1998
Diploma, Business Administration and Management, General
Caitlin Martin's Wachovia Bank Experience January 2009 - November 2009
Job Executive Administrative Professional
Industry Construction
Experience
O'LYN Roofing January 2014 - June 2015
O'Lyn Roofing Contractors September 2013 - January 2014
Life Support Systems September 2011 - July 2013
Bank of America May 2010 - August 2011
Wachovia Bank January 2009 - November 2009
Starbucks Coffee Company November 2005 - January 2009
Skills
Time Management, Customer Service, Microsoft Excel, Data Entry, Administration, Spreadsheets, Troubleshooting, Office Management, Leadership, Microsoft Office, Cash Management, PowerPoint, Administrative Work, Telephone Skills, Inventory Management, Process Scheduler, Teamwork, Accounts Payable, Office Administration, Accounts Receivable, Microsoft Word, Online Research, Outlook, Access, Budgets, QuickBooks, Sales, Management, CRM, Invoicing, Administrative..., Banking, Deposits, Work Flow Management, Standard Operating..., SOP development, Constant Contact, Email Marketing, Social Media, Social Media Marketing
Education
University of Connecticut 2005 — 2007
French
O'LYN Roofing January 2014 - June 2015
O'Lyn Roofing Contractors September 2013 - January 2014
Life Support Systems September 2011 - July 2013
Bank of America May 2010 - August 2011
Wachovia Bank January 2009 - November 2009
Starbucks Coffee Company November 2005 - January 2009
Skills
Time Management, Customer Service, Microsoft Excel, Data Entry, Administration, Spreadsheets, Troubleshooting, Office Management, Leadership, Microsoft Office, Cash Management, PowerPoint, Administrative Work, Telephone Skills, Inventory Management, Process Scheduler, Teamwork, Accounts Payable, Office Administration, Accounts Receivable, Microsoft Word, Online Research, Outlook, Access, Budgets, QuickBooks, Sales, Management, CRM, Invoicing, Administrative..., Banking, Deposits, Work Flow Management, Standard Operating..., SOP development, Constant Contact, Email Marketing, Social Media, Social Media Marketing
Education
University of Connecticut 2005 — 2007
French
Alan Atwood's Wachovia Bank Experience August 2009 - March 2011
Job Project Manager/Business Analyst at State of Delaware Department of Legislature
Industry Information Technology and Services
Experience
State of Delaware Department of Legislature May 2013 - Present
Empowered Yoga 2009 - Present
State of Delaware 2013 - 2015
State of Delaware 2013 - 2015
State of Delaware 2013 - 2015
State of Delaware 2013 - 2015
Princeton Information March 2011 - March 2013
HomeNet Automotive April 2011 - October 2011
Celerity - Contracted March 2011 - September 2011
Wachovia Bank August 2009 - March 2011
Skills
SDLC, Software Project..., Business Analysis, MS Project, Quality Assurance, Testing, Requirements Gathering, Software Development, Project Management, Software Documentation, Strategy, Management, Leadership, Analysis, Project Delivery, User Acceptance Testing, Data Analysis, Business Requirements
Education
University of Delaware
B.A, English; Business/Technical Writing
State of Delaware Department of Legislature May 2013 - Present
Empowered Yoga 2009 - Present
State of Delaware 2013 - 2015
State of Delaware 2013 - 2015
State of Delaware 2013 - 2015
State of Delaware 2013 - 2015
Princeton Information March 2011 - March 2013
HomeNet Automotive April 2011 - October 2011
Celerity - Contracted March 2011 - September 2011
Wachovia Bank August 2009 - March 2011
Skills
SDLC, Software Project..., Business Analysis, MS Project, Quality Assurance, Testing, Requirements Gathering, Software Development, Project Management, Software Documentation, Strategy, Management, Leadership, Analysis, Project Delivery, User Acceptance Testing, Data Analysis, Business Requirements
Education
University of Delaware
B.A, English; Business/Technical Writing
Andrea Etkie Andrea Etkie's Wachovia Bank Experience 2007 - 2007
Job SpeechLanguage Pathologist at Speech Rehab Services
Industry Health, Wellness and Fitness
Experience
Speech Rehab Services February 2012 - Present
Halcyon Rehabilitation June 2011 - February 2012
Surgical Group of Gainesville January 2008 - October 2009
Wachovia Bank 2007 - 2007
Skills
Dysphagia, American Sign Language, Aphasia, Speech Therapy, Articulation, Cognition, Autism Spectrum..., Speech, Augmentative..., Early Intervention, VitalStim, Treatment, Casamba, Pragmatics, dysarthria, Language Disorders
Education
University of Florida 2009 — 2011
MS, Speech-Language Pathology
University of Florida 2006 — 2009
Bachelor's degree, Communication Sciences and Disorders
Speech Rehab Services February 2012 - Present
Halcyon Rehabilitation June 2011 - February 2012
Surgical Group of Gainesville January 2008 - October 2009
Wachovia Bank 2007 - 2007
Skills
Dysphagia, American Sign Language, Aphasia, Speech Therapy, Articulation, Cognition, Autism Spectrum..., Speech, Augmentative..., Early Intervention, VitalStim, Treatment, Casamba, Pragmatics, dysarthria, Language Disorders
Education
University of Florida 2009 — 2011
MS, Speech-Language Pathology
University of Florida 2006 — 2009
Bachelor's degree, Communication Sciences and Disorders
Jeff Mendelson Jeff Mendelson's Wachovia Bank Experience 2002 - 2004
Job Senior Account Manager (Accounting & Finance) at The Intersect Group
Industry Staffing and Recruiting
Experience
The Intersect Group January 2012 - Present
The Intersect Group March 2009 - January 2012
firstPRO March 2006 - February 2009
BB&T 2004 - 2006
Wachovia Bank 2002 - 2004
Accenture 2000 - 2001
Skills
Internal Audit, Finance
Education
University of Florida 1998 — 2000
BS, Finance
University of Florida - Warrington College Of Business
BS, Finance
Camp Coleman
Leon High
The Intersect Group January 2012 - Present
The Intersect Group March 2009 - January 2012
firstPRO March 2006 - February 2009
BB&T 2004 - 2006
Wachovia Bank 2002 - 2004
Accenture 2000 - 2001
Skills
Internal Audit, Finance
Education
University of Florida 1998 — 2000
BS, Finance
University of Florida - Warrington College Of Business
BS, Finance
Camp Coleman
Leon High
Josh Howe's Wachovia Bank Experience August 2003 - September 2008
Job Banking Center Manager II at Banterra Bank
Industry Banking
Experience
Banterra Bank November 2013 - Present
Fifth Third Bank September 2008 - November 2013
Wachovia Bank August 2003 - September 2008
Skills
Retail Banking, Mortgage Lending, Consumer Lending, Small Business Lending, Credit Cards, Banking, Branch Banking, Sales Management, Team Management, Microsoft Office, Leadership Development, Situational Leadership, Behavioral Interviewing, Loans, Building Relationships, Relationship Management, Job Coaching, Consultative Selling..., Consultative Sales..., P & L Ownership, Management, Credit, Leadership, Commercial Banking, P&L Management
Education
University of Evansville 2012 — 2014
Bachelor's Degree, Health Services Administration
University of Southern Indiana 2002 — 2003
Business Administration
University of Evansville 1999 — 2002
Bachelor of Science, Health Services Administration
Banterra Bank November 2013 - Present
Fifth Third Bank September 2008 - November 2013
Wachovia Bank August 2003 - September 2008
Skills
Retail Banking, Mortgage Lending, Consumer Lending, Small Business Lending, Credit Cards, Banking, Branch Banking, Sales Management, Team Management, Microsoft Office, Leadership Development, Situational Leadership, Behavioral Interviewing, Loans, Building Relationships, Relationship Management, Job Coaching, Consultative Selling..., Consultative Sales..., P & L Ownership, Management, Credit, Leadership, Commercial Banking, P&L Management
Education
University of Evansville 2012 — 2014
Bachelor's Degree, Health Services Administration
University of Southern Indiana 2002 — 2003
Business Administration
University of Evansville 1999 — 2002
Bachelor of Science, Health Services Administration
Todd Toffoli's Wachovia Bank Experience October 2006 - December 2008
Job Vice President of Financial Planning and Analysis at Bank of the West
Industry Financial Services
Experience
Bank of the West February 2015 - Present
Bank of the West May 2013 - Present
Wells Fargo November 2012 - April 2013
Wells Fargo January 2009 - December 2012
Wachovia Bank October 2006 - December 2008
World Savings March 2005 - October 2006
PeopleSoft, Inc. January 2003 - March 2005
Skills
SAS, SQL, Data Analysis, Business Analysis, Business Intelligence, Analytics, Financial Risk, Credit Risk, VBA, Microsoft Excel, Microsoft Office, Project Management, Risk Management, Forecasting, Financial Analysis, Banking, Leadership, Finance, Analysis, Management, Financial Modeling, Portfolio Management
Education
University of California, Santa Barbara 1998 — 2002
BA, Economics-Mathematics
Bank of the West February 2015 - Present
Bank of the West May 2013 - Present
Wells Fargo November 2012 - April 2013
Wells Fargo January 2009 - December 2012
Wachovia Bank October 2006 - December 2008
World Savings March 2005 - October 2006
PeopleSoft, Inc. January 2003 - March 2005
Skills
SAS, SQL, Data Analysis, Business Analysis, Business Intelligence, Analytics, Financial Risk, Credit Risk, VBA, Microsoft Excel, Microsoft Office, Project Management, Risk Management, Forecasting, Financial Analysis, Banking, Leadership, Finance, Analysis, Management, Financial Modeling, Portfolio Management
Education
University of California, Santa Barbara 1998 — 2002
BA, Economics-Mathematics
Keith Quillen's Wachovia Bank Experience 1997 - 2005
Job Retired Instructional Designer and Technical Writer
Industry Human Resources
Experience
Retired July 2013 - Present
Ingersoll Rand July 2008 - Present
Hewitt Associates 2005 - July 2008
Wachovia Bank 1997 - 2005
Duke Energy 1983 - 1997
Skills
SharePoint, Software Documentation, E-Learning, Project Management, ADDIE, Learning Management, Needs Analysis, Instructor-led Training, Blended Learning, Visio, Instructional Design, Captivate, Technical Writing, Knowledge Management, Content Management, Technical Documentation, Technical Training, SnagIt, Training, Content Development, Editing, Dreamweaver, Adult Education, Training Delivery, Quality Assurance, Learning Management..., Employee Training, Change Management, Camtasia, Workshop Facilitation, Performance Improvement, Distance Learning
Education
University of North Carolina at Charlotte 2006 — 2011
MA, English
The University of Connecticut 1979 — 1980
Bachelor of Arts (BA), Psychology
Retired July 2013 - Present
Ingersoll Rand July 2008 - Present
Hewitt Associates 2005 - July 2008
Wachovia Bank 1997 - 2005
Duke Energy 1983 - 1997
Skills
SharePoint, Software Documentation, E-Learning, Project Management, ADDIE, Learning Management, Needs Analysis, Instructor-led Training, Blended Learning, Visio, Instructional Design, Captivate, Technical Writing, Knowledge Management, Content Management, Technical Documentation, Technical Training, SnagIt, Training, Content Development, Editing, Dreamweaver, Adult Education, Training Delivery, Quality Assurance, Learning Management..., Employee Training, Change Management, Camtasia, Workshop Facilitation, Performance Improvement, Distance Learning
Education
University of North Carolina at Charlotte 2006 — 2011
MA, English
The University of Connecticut 1979 — 1980
Bachelor of Arts (BA), Psychology
James Petrella's Wachovia Bank Experience September 2008 - Present
Job Vice President at Wachovia Corporation
Industry Banking
Experience
Wachovia Bank September 2008 - Present
National City Bank April 2001 - September 2008
Education
University of Dayton 1984 — 1988
B.S.B.A., Accounting
Wachovia Bank September 2008 - Present
National City Bank April 2001 - September 2008
Education
University of Dayton 1984 — 1988
B.S.B.A., Accounting
Angela Leong's Wachovia Bank Experience April 2007 - September 2008
Job Relationship Manager at Q2ebanking
Industry Banking
Experience
Q2ebanking April 2014 - Present
CapitalSource Bank April 2012 - April 2014
Home Savings of America July 2009 - February 2012
Wachovia Bank April 2007 - September 2008
World Savings Bank April 2006 - March 2007
World Savings Bank September 2000 - April 2006
World Savings Bank March 1997 - September 2000
Skills
Loans, Banking, Credit, Analysis, Customer Service, Coaching, Mergers & Acquisitions, Leadership, Budgets, Time Management, Management, Mortgage Lending, Team Building, Sales Management, Training, Process Improvement, Sales, Risk Management, Executive Management, Finance, Commercial Lending, Financial Analysis, Retail, Loan Origination, Cross Selling
Education
University of California, Los Angeles 1989 — 1991
BA, Economics
University of California, Riverside 1987 — 1989
Q2ebanking April 2014 - Present
CapitalSource Bank April 2012 - April 2014
Home Savings of America July 2009 - February 2012
Wachovia Bank April 2007 - September 2008
World Savings Bank April 2006 - March 2007
World Savings Bank September 2000 - April 2006
World Savings Bank March 1997 - September 2000
Skills
Loans, Banking, Credit, Analysis, Customer Service, Coaching, Mergers & Acquisitions, Leadership, Budgets, Time Management, Management, Mortgage Lending, Team Building, Sales Management, Training, Process Improvement, Sales, Risk Management, Executive Management, Finance, Commercial Lending, Financial Analysis, Retail, Loan Origination, Cross Selling
Education
University of California, Los Angeles 1989 — 1991
BA, Economics
University of California, Riverside 1987 — 1989
Heather Berry, CAMS, CRCM's Wachovia Bank Experience 1996 - 2005
Job BSA Specialist
Industry Banking
Experience
Office of the Comptroller of the Currency 2010 - Present
Quantum National Bank December 2005 - September 2010
Wachovia Bank 1996 - 2005
Education
University of Florida 1997 — 2000
Office of the Comptroller of the Currency 2010 - Present
Quantum National Bank December 2005 - September 2010
Wachovia Bank 1996 - 2005
Education
University of Florida 1997 — 2000
Paul Truong's Wachovia Bank Experience July 2007 - October 2008
Job QC Analyst
Industry Banking
Experience
Bank of America 2013 - 2014
Bank of America 2013 - 2014
Home Savings of America July 2010 - February 2012
Wachovia Bank July 2007 - October 2008
Wachovia 2005 - 2007
Education
University of California, Santa Cruz 2000 — 2004
Bank of America 2013 - 2014
Bank of America 2013 - 2014
Home Savings of America July 2010 - February 2012
Wachovia Bank July 2007 - October 2008
Wachovia 2005 - 2007
Education
University of California, Santa Cruz 2000 — 2004
Karen Iwanicki's Wachovia Bank Experience 2006 - 2008
Job at USAA
Industry Financial Services
Experience
USAA December 2010 - Present
Kforce Technology Staffing July 2010 - January 2011
Independent Contractor 2009 - July 2010
ALAMO PMI 2010 - 2010
Wachovia 2006 - 2008
Wachovia Bank 2006 - 2008
World Savings/Wachovia 1992 - 2008
World Savings (acquired by Wachovia) 2004 - 2006
World Savings 2003 - 2004
World Savings 2000 - 2004
Skills
Integration, Team Building, Project Management, Banking, Organizational Learning, Management, Process Improvement, Leadership, Strategic Planning, PMP, Risk Management, Crisis Management, Program Management, Testing, Mergers & Acquisitions, Business Analysis, Vendor Management, Project Portfolio..., Business Process..., Disaster Recovery, SDLC, IT Management, PMO, Visio, Change Management, Requirements Analysis, Information Technology, Business Requirements, Business Intelligence, MS Project, Requirements Gathering, Resource Management, Financial Services, Software Project..., Business Process, Systems Analysis, Call Centers, SharePoint
Education
University of Connecticut 1988 — 1992
B.S., Applied Math, Physics
USAA December 2010 - Present
Kforce Technology Staffing July 2010 - January 2011
Independent Contractor 2009 - July 2010
ALAMO PMI 2010 - 2010
Wachovia 2006 - 2008
Wachovia Bank 2006 - 2008
World Savings/Wachovia 1992 - 2008
World Savings (acquired by Wachovia) 2004 - 2006
World Savings 2003 - 2004
World Savings 2000 - 2004
Skills
Integration, Team Building, Project Management, Banking, Organizational Learning, Management, Process Improvement, Leadership, Strategic Planning, PMP, Risk Management, Crisis Management, Program Management, Testing, Mergers & Acquisitions, Business Analysis, Vendor Management, Project Portfolio..., Business Process..., Disaster Recovery, SDLC, IT Management, PMO, Visio, Change Management, Requirements Analysis, Information Technology, Business Requirements, Business Intelligence, MS Project, Requirements Gathering, Resource Management, Financial Services, Software Project..., Business Process, Systems Analysis, Call Centers, SharePoint
Education
University of Connecticut 1988 — 1992
B.S., Applied Math, Physics
Barbara Henelt's Wachovia Bank Experience June 2001 - December 2008
Job Operational Risk Consultant, Senior Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2009 - Present
Wells Fargo & Co 2008 - 2011
Wells Fargo & Co 2009 - 2010
Wachovia Bank June 2001 - December 2008
Skills
Operational Risk..., Operational Risk, Risk Mitigation, Risk Management, Enterprise Risk..., Business Continuity, Financial Services, Internal Controls, Credit, Banking, Retail Banking, Financial Risk, Portfolio Management, Treasury Management, Commercial Banking, Business Analysis, Business Process..., Process Improvement
Education
University of Dayton 1967 — 1971
Psychology
Wells Fargo January 2009 - Present
Wells Fargo & Co 2008 - 2011
Wells Fargo & Co 2009 - 2010
Wachovia Bank June 2001 - December 2008
Skills
Operational Risk..., Operational Risk, Risk Mitigation, Risk Management, Enterprise Risk..., Business Continuity, Financial Services, Internal Controls, Credit, Banking, Retail Banking, Financial Risk, Portfolio Management, Treasury Management, Commercial Banking, Business Analysis, Business Process..., Process Improvement
Education
University of Dayton 1967 — 1971
Psychology
Rick Witmeyer's Wachovia Bank Experience 2005 - 2007
Job Independent Financial Services Professional
Industry Financial Services
Experience
Wachovia Bank 2005 - 2007
Skills
Risk Management, Financial Services, Fixed Income, Portfolio Management, Banking, Asset Managment, Equities, Derivatives, Asset Management, Securities, Capital Markets, Investments, Wealth Management, Business Strategy, Hedge Funds
Education
University of Delaware 1970 — 1974
Wachovia Bank 2005 - 2007
Skills
Risk Management, Financial Services, Fixed Income, Portfolio Management, Banking, Asset Managment, Equities, Derivatives, Asset Management, Securities, Capital Markets, Investments, Wealth Management, Business Strategy, Hedge Funds
Education
University of Delaware 1970 — 1974
Jessica Ozores's Wachovia Bank Experience October 2006 - June 2009
Job Private Bank Senior Client Associate/Administrative Assistant
Industry Banking
Experience
Wells Fargo June 2009 - Present
WACHOVIA BANK October 2006 - June 2009
Skills
Banking, Retail Banking, Wealth Management, Office Management, Employee Training, Customer Service, Human Resources, Leadership, Sales, Microsoft Office, Team Building, Financial Services
Education
University of Central Florida - College of Business Administration 1996 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
Wells Fargo June 2009 - Present
WACHOVIA BANK October 2006 - June 2009
Skills
Banking, Retail Banking, Wealth Management, Office Management, Employee Training, Customer Service, Human Resources, Leadership, Sales, Microsoft Office, Team Building, Financial Services
Education
University of Central Florida - College of Business Administration 1996 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
Drew Jahn's Wachovia Bank Experience Vice PresidentBank of America2006 - 2007
Job Vice President at Wachovia Bank
Industry Banking
Experience
Wachovia Bank Vice PresidentBank of America2006 - 2007
MBNA 2001 - 2005
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Wachovia Bank Vice PresidentBank of America2006 - 2007
MBNA 2001 - 2005
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Jim Sprick's Wachovia Bank Experience 2008 - 2008
Job MiniCorrespondent/Wholesale Account Executive at HomeBridge Mortgage
Industry Banking
Experience
HomeBridge Mortgage November 2012 - Present
Florida Capital Bank February 2010 - December 2012
Flagstar Bank September 2008 - February 2010
Wachovia Bank 2008 - 2008
National City Bank Mortgage/National City Bank Home Equity January 2004 - December 2007
WaMu 2001 - 2006
Flagstar Bank 1999 - 2001
Skills
Mortgage Banking, Mortgage Lending, VA loans, Banking, Credit Analysis, Refinance, FHA financing, Residential Mortgages, Loans, FHA, Loan Origination, USDA, Credit, Real Estate Financing, Reverse Mortgages, Small Business Lending, Real Estate Economics, Construction Loans, Loan Servicing, Investment Properties, Commercial Mortgages, Commercial Lending, Loss Mitigation, Mortgage Servicing, Government Loans, Consumer Lending, Credit Risk, Certified Mortgage..., Wholesale Lending, Funding, Financial Structuring, Underwriting, Home Equity Loans, Home Equity Lines of..., Commercial Banking, Finance, Portfolio Management, First Time Home Buyers, Mortgage Marketing, Financial Services, Cross Selling, Retail Banking, Real Estate, Executive Management
Education
University of Missouri-Columbia 1982 — 1986
Bachelor of Arts (B.A.), Economics
Central Missouri State University 1980 — 1981
HomeBridge Mortgage November 2012 - Present
Florida Capital Bank February 2010 - December 2012
Flagstar Bank September 2008 - February 2010
Wachovia Bank 2008 - 2008
National City Bank Mortgage/National City Bank Home Equity January 2004 - December 2007
WaMu 2001 - 2006
Flagstar Bank 1999 - 2001
Skills
Mortgage Banking, Mortgage Lending, VA loans, Banking, Credit Analysis, Refinance, FHA financing, Residential Mortgages, Loans, FHA, Loan Origination, USDA, Credit, Real Estate Financing, Reverse Mortgages, Small Business Lending, Real Estate Economics, Construction Loans, Loan Servicing, Investment Properties, Commercial Mortgages, Commercial Lending, Loss Mitigation, Mortgage Servicing, Government Loans, Consumer Lending, Credit Risk, Certified Mortgage..., Wholesale Lending, Funding, Financial Structuring, Underwriting, Home Equity Loans, Home Equity Lines of..., Commercial Banking, Finance, Portfolio Management, First Time Home Buyers, Mortgage Marketing, Financial Services, Cross Selling, Retail Banking, Real Estate, Executive Management
Education
University of Missouri-Columbia 1982 — 1986
Bachelor of Arts (B.A.), Economics
Central Missouri State University 1980 — 1981
Palo Gailani-Ismen's Wachovia Bank Experience July 2008 - September 2009
Job Customer Service Specialist at Wells Fargo
Industry Banking
Experience
Wells Fargo October 1995 - Present
Wachovia Bank July 2008 - September 2009
Education
University of California, San Francisco
Wells Fargo October 1995 - Present
Wachovia Bank July 2008 - September 2009
Education
University of California, San Francisco
Joe Deitz's Wachovia Bank Experience October 2007 - October 2010
Job VP Commercial Relationship Manager at Harbor Community Bank
Industry Banking
Experience
Harbor Community Bank September 2014 - Present
Popular Community Bank May 2011 - September 2014
Banco Popular May 2011 - July 2011
Wachovia Bank October 2007 - October 2010
Skills
Small Business Lending, Commercial Lending, Loans, Commercial Banking, Banking, Credit Analysis, Mortgage Lending, Credit, Underwriting, Lines Of Credit, Commercial Mortgages, Consumer Lending, Business Development, Insurance, Loan Origination, Asset Based Lending, SBA, Portfolio Management, Retail Banking, Credit Risk, Mortgage Banking, Cross Selling, Cash Management, Treasury Management, Relationship Management, Management
Education
University of Central Florida 1981 — 1985
BSBA, Finance
University of Central Florida 1981 — 1985
BSBA, Finance
Harbor Community Bank September 2014 - Present
Popular Community Bank May 2011 - September 2014
Banco Popular May 2011 - July 2011
Wachovia Bank October 2007 - October 2010
Skills
Small Business Lending, Commercial Lending, Loans, Commercial Banking, Banking, Credit Analysis, Mortgage Lending, Credit, Underwriting, Lines Of Credit, Commercial Mortgages, Consumer Lending, Business Development, Insurance, Loan Origination, Asset Based Lending, SBA, Portfolio Management, Retail Banking, Credit Risk, Mortgage Banking, Cross Selling, Cash Management, Treasury Management, Relationship Management, Management
Education
University of Central Florida 1981 — 1985
BSBA, Finance
University of Central Florida 1981 — 1985
BSBA, Finance
Jerry Leiga's Wachovia Bank Experience 2004 - 2006
Job Vice President, Team Leader at City National Bank
Industry Banking
Experience
City National Bank July 2008 - Present
City National Bank July 2008 - December 2009
Countrywide Bank 2006 - 2008
Wachovia Bank 2004 - 2006
Union Bank of California 2001 - 2004
TROY Group, Inc. 2001 - 2001
ADP 1996 - 2001
Wells Fargo Bank 1986 - 1996
First Interstate Bank 1986 - 1996
Skills
Treasury Management, Banking, User Acceptance Testing, Product Development, Product Management, Banking Relationships, Business Relationship..., Retail Banking, Strategic Planning, CRM, Business Development, Cash Management, Core Banking, Electronic Payments, Portfolio Management, Business Analysis, Underwriting, Sales, Quality Assurance, Management, Vendor Management, Enterprise Software, Treasury Services, Payments, ACH, Credit Risk, Internet Banking, Commercial Banking, Deposits, Commercial Lending, Credit Cards, Loans, Leadership, Credit, Financial Services, Relationship Management, Risk Management, Marketing, Mergers & Acquisitions, Software Documentation
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 1981 — 1984
MBA
University of California, Santa Cruz 1979 — 1983
BA
City National Bank July 2008 - Present
City National Bank July 2008 - December 2009
Countrywide Bank 2006 - 2008
Wachovia Bank 2004 - 2006
Union Bank of California 2001 - 2004
TROY Group, Inc. 2001 - 2001
ADP 1996 - 2001
Wells Fargo Bank 1986 - 1996
First Interstate Bank 1986 - 1996
Skills
Treasury Management, Banking, User Acceptance Testing, Product Development, Product Management, Banking Relationships, Business Relationship..., Retail Banking, Strategic Planning, CRM, Business Development, Cash Management, Core Banking, Electronic Payments, Portfolio Management, Business Analysis, Underwriting, Sales, Quality Assurance, Management, Vendor Management, Enterprise Software, Treasury Services, Payments, ACH, Credit Risk, Internet Banking, Commercial Banking, Deposits, Commercial Lending, Credit Cards, Loans, Leadership, Credit, Financial Services, Relationship Management, Risk Management, Marketing, Mergers & Acquisitions, Software Documentation
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 1981 — 1984
MBA
University of California, Santa Cruz 1979 — 1983
BA
Jorge Ranz's Wachovia Bank Experience April 2008 - Present
Job Licensed Financial Specialist at Wachovia Bank
Industry Financial Services
Experience
Wachovia Bank April 2008 - Present
Education
University of Cincinnati College of Business 1996 — 2000
Wachovia Bank April 2008 - Present
Education
University of Cincinnati College of Business 1996 — 2000
Katie Glotzbach's Wachovia Bank Experience August 2005 - April 2006
Job PreDefined Coordinator at Constellation Energy Nuclear Group
Industry Oil & Energy
Experience
Constellation Energy Nuclear Group June 2008 - Present
Nationwide Insurance April 2007 - June 2008
Nationwide Insurance April 2006 - March 2007
Wachovia Bank August 2005 - April 2006
State Farm Agents Kevin Gallagher & Lisa Cravens April 2001 - July 2005
Education
University of Central Missouri 1996 — 2000
Constellation Energy Nuclear Group June 2008 - Present
Nationwide Insurance April 2007 - June 2008
Nationwide Insurance April 2006 - March 2007
Wachovia Bank August 2005 - April 2006
State Farm Agents Kevin Gallagher & Lisa Cravens April 2001 - July 2005
Education
University of Central Missouri 1996 — 2000
Beverly Matter's Wachovia Bank Experience April 2006 - March 2011
Job Vice President, Real Estate Banking at Wells Fargo Bank, NA
Industry Banking
Experience
Wells Fargo Bank, NA April 2006 - Present
Wachovia Bank April 2006 - March 2011
SunTrust 1995 - 1999
SunTrust Bank 1994 - 1999
Barnett Bank - Orlando / Tampa 1987 - 1991
Education
University of Florida 1983 — 1987
Wells Fargo Bank, NA April 2006 - Present
Wachovia Bank April 2006 - March 2011
SunTrust 1995 - 1999
SunTrust Bank 1994 - 1999
Barnett Bank - Orlando / Tampa 1987 - 1991
Education
University of Florida 1983 — 1987
Richard Quincy Packard's Wachovia Bank Experience December 2006 - July 2007
Job Sr Recruiter at Hospital Corporation of America
Industry Hospital & Health Care
Experience
HCA June 2015 - Present
Quest Diagnostics August 2013 - June 2015
University of Southern California - USC Norris Cancer Hospital and Keck Hospital of USC October 2012 - August 2013
One West Bank February 2012 - August 2012
CUNA Mutual Group April 2011 - October 2011
Washington Mutual October 2007 - April 2008
Wachovia Bank December 2006 - July 2007
Southen California Edison March 2006 - October 2006
Parsons Engineering and Construction September 2005 - March 2006
The Mortgage Store Financial September 2004 - September 2005
Skills
Recruiting, College Recruiting, Technical Recruiting, Personnel Management, Internet Recruiting, Hiring, Succession Planning, Resume Writing, Contract Recruitment, HR Policies, Onboarding, Conducting Interviews, Strategic Sourcing, Driving Results, HR Consulting, Result Oriented, Behavioral Assessment, Recruitment/Retention, Full-cycle Recruiting, Sales Recruitment, Results Focused, Process Consulting, Interviewing, Nurse Recruitment, Cold Calling Experience, Metrics Reporting, Compensation Strategies, Interviews, Cold Calling, Training, Human Resources
Education
University of California, Los Angeles
Human Resource Management, Human Resources
HCA June 2015 - Present
Quest Diagnostics August 2013 - June 2015
University of Southern California - USC Norris Cancer Hospital and Keck Hospital of USC October 2012 - August 2013
One West Bank February 2012 - August 2012
CUNA Mutual Group April 2011 - October 2011
Washington Mutual October 2007 - April 2008
Wachovia Bank December 2006 - July 2007
Southen California Edison March 2006 - October 2006
Parsons Engineering and Construction September 2005 - March 2006
The Mortgage Store Financial September 2004 - September 2005
Skills
Recruiting, College Recruiting, Technical Recruiting, Personnel Management, Internet Recruiting, Hiring, Succession Planning, Resume Writing, Contract Recruitment, HR Policies, Onboarding, Conducting Interviews, Strategic Sourcing, Driving Results, HR Consulting, Result Oriented, Behavioral Assessment, Recruitment/Retention, Full-cycle Recruiting, Sales Recruitment, Results Focused, Process Consulting, Interviewing, Nurse Recruitment, Cold Calling Experience, Metrics Reporting, Compensation Strategies, Interviews, Cold Calling, Training, Human Resources
Education
University of California, Los Angeles
Human Resource Management, Human Resources
Sasha Eldred-Martinez's Wachovia Bank Experience February 2002 - January 2004
Job FSR at SunTrust Bank
Industry Banking
Experience
SunTrust Bank July 2005 - October 2012
Wachovia Bank February 2002 - January 2004
Skills
Loans, Banking, Retail Banking
Education
University of Central Florida
Bachelor's degree, Psychology
SunTrust Bank July 2005 - October 2012
Wachovia Bank February 2002 - January 2004
Skills
Loans, Banking, Retail Banking
Education
University of Central Florida
Bachelor's degree, Psychology
Michael Orendorf's Wachovia Bank Experience 1997 - 2002
Job Vice President at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust Company August 2011 - Present
Wells Fargo Bank, N.A. 2002 - August 2011
Wachovia Corporation 1997 - 2002
Wachovia Bank 1997 - 2002
Wilmington Trust 1988 - 1997
Skills
Securities, Asset Managment, Alternative Investments, Banking, Mutual Funds, Portfolio Management, Asset Management, Series 7, Hedge Funds, Investments, Life Insurance, Risk Management, Structured Finance, Wealth Management
Education
University of Delaware - Lerner College of Business and Economics 1983 — 1987
BSEC, Economics
Wilmington Trust Company August 2011 - Present
Wells Fargo Bank, N.A. 2002 - August 2011
Wachovia Corporation 1997 - 2002
Wachovia Bank 1997 - 2002
Wilmington Trust 1988 - 1997
Skills
Securities, Asset Managment, Alternative Investments, Banking, Mutual Funds, Portfolio Management, Asset Management, Series 7, Hedge Funds, Investments, Life Insurance, Risk Management, Structured Finance, Wealth Management
Education
University of Delaware - Lerner College of Business and Economics 1983 — 1987
BSEC, Economics
Mica Layne's Wachovia Bank Experience 2003 - 2011
Job Senior Relationship Manager, Wells Fargo Bank Commerical
Industry Banking
Experience
Wells Fargo 2013 - 2014
TD Bank 2011 - November 2013
Wachovia Bank 2003 - 2011
SunTrust Bank 2000 - 2003
Skills
Commercial Banking, Credit Analysis, Commercial Lending, Cash Management, Lines Of Credit, Financial Analysis, Small Business, Consumer Lending, Loans, Credit, Banking, Retail Banking, Commercial Mortgages, Mortgage Lending
Education
University of Central Florida - College of Business Administration 1997 — 1999
Bachelor of Science, Business Administration / Finance
Wells Fargo 2013 - 2014
TD Bank 2011 - November 2013
Wachovia Bank 2003 - 2011
SunTrust Bank 2000 - 2003
Skills
Commercial Banking, Credit Analysis, Commercial Lending, Cash Management, Lines Of Credit, Financial Analysis, Small Business, Consumer Lending, Loans, Credit, Banking, Retail Banking, Commercial Mortgages, Mortgage Lending
Education
University of Central Florida - College of Business Administration 1997 — 1999
Bachelor of Science, Business Administration / Finance
Scott Leavitt, CCM's Wachovia Bank Experience 1985 - 2007
Job Senior Vice President, Healthcare Treasury Management
Industry Banking
Experience
Wells Fargo March 2012 - Present
Wachovia/Wells Fargo December 2009 - March 2012
Symcor March 2008 - November 2009
Symcor LP March 2008 - November 2009
Market Intelligence and May 2001 - December 2007
Wachovia Treasury Services December 1985 - December 2007
Wachovia Bank, Charlotte January 1985 - December 2007
Wachovia Bank 1985 - 2007
Wachovia February 2000 - March 2001
First Union National Bank January 1997 - February 2000
Skills
Treasury Management, Treasury Services, Commercial Banking, Cash Management, Banking, Cross-functional Team..., Product Marketing, Credit Risk, Payments, Cross Selling, Leadership, Relationship Management, Financial Services
Education
University of Connecticut 1975 — 1979
BA, Economics
University of Connecticut 1975 — 1979
BA, Economics
University of Connecticut
Bachelor of Arts, Economics
Wells Fargo March 2012 - Present
Wachovia/Wells Fargo December 2009 - March 2012
Symcor March 2008 - November 2009
Symcor LP March 2008 - November 2009
Market Intelligence and May 2001 - December 2007
Wachovia Treasury Services December 1985 - December 2007
Wachovia Bank, Charlotte January 1985 - December 2007
Wachovia Bank 1985 - 2007
Wachovia February 2000 - March 2001
First Union National Bank January 1997 - February 2000
Skills
Treasury Management, Treasury Services, Commercial Banking, Cash Management, Banking, Cross-functional Team..., Product Marketing, Credit Risk, Payments, Cross Selling, Leadership, Relationship Management, Financial Services
Education
University of Connecticut 1975 — 1979
BA, Economics
University of Connecticut 1975 — 1979
BA, Economics
University of Connecticut
Bachelor of Arts, Economics
Dale McCormick's Wachovia Bank Experience 1999 - Present
Job Small Business Sales Consultant at Wachovia Bank
Industry Banking
Experience
Wachovia Bank 1999 - Present
Wachovia Bank 1981 - 2009
Wachovia 1998 - 1999
Education
University of Central Florida 1977 — 1979
BA, History
Wachovia Bank 1999 - Present
Wachovia Bank 1981 - 2009
Wachovia 1998 - 1999
Education
University of Central Florida 1977 — 1979
BA, History
Kim Kurkowski's Wachovia Bank Experience 1989 - 2008
Job Partner at Platinum Group Services
Industry Real Estate
Experience
NBDC Bank March 2014 - Present
Platinum Group Services August 2009 - August 2012
Wachovia Mortgage 1989 - 2008
Wachovia 1989 - 2008
Wachovia 1989 - 2008
Wachovia Bank 1989 - 2008
Skills
Mortgage Lending, Mortgage Banking, Banking, Credit, Management, Sales, Leadership, FHA, Refinance, Underwriting, Loss Mitigation, Loan Origination, Customer Service, Residential Mortgages, Real Estate
Education
University of Central Florida 1980 — 1984
education
Oneonta High 1976 — 1980
highschool
NBDC Bank March 2014 - Present
Platinum Group Services August 2009 - August 2012
Wachovia Mortgage 1989 - 2008
Wachovia 1989 - 2008
Wachovia 1989 - 2008
Wachovia Bank 1989 - 2008
Skills
Mortgage Lending, Mortgage Banking, Banking, Credit, Management, Sales, Leadership, FHA, Refinance, Underwriting, Loss Mitigation, Loan Origination, Customer Service, Residential Mortgages, Real Estate
Education
University of Central Florida 1980 — 1984
education
Oneonta High 1976 — 1980
highschool
Lewis Cyr's Wachovia Bank Experience April 2004 - June 2006
Job Market Executive for Greater Philadelphia Region & Executive of National Penn Insurance
Industry Financial Services
Experience
National Penn January 2015 - Present
National Penn December 2012 - January 2015
National Penn June 2011 - December 2012
First Niagara Bank April 2010 - June 2011
Harleysville National Bank July 2006 - April 2010
Wachovia Bank April 2004 - June 2006
First Union and Wachovia Capital Markets June 1998 - April 2004
First Fidelity and First Union Bank July 1991 - June 1998
Skills
Wealth Management, Commercial Banking, Private Banking, Employee Benefits, Small Business, Commercial Lending, Credit, Banking, Loans, Health Insurance, Credit Analysis, Portfolio Management, Financial Analysis, Credit Risk
Education
University of Delaware 1987 — 1991
BA, Economics & History
Palmerton Area High School 1983 — 1987
High School
National Penn January 2015 - Present
National Penn December 2012 - January 2015
National Penn June 2011 - December 2012
First Niagara Bank April 2010 - June 2011
Harleysville National Bank July 2006 - April 2010
Wachovia Bank April 2004 - June 2006
First Union and Wachovia Capital Markets June 1998 - April 2004
First Fidelity and First Union Bank July 1991 - June 1998
Skills
Wealth Management, Commercial Banking, Private Banking, Employee Benefits, Small Business, Commercial Lending, Credit, Banking, Loans, Health Insurance, Credit Analysis, Portfolio Management, Financial Analysis, Credit Risk
Education
University of Delaware 1987 — 1991
BA, Economics & History
Palmerton Area High School 1983 — 1987
High School
Mic Chowdhury's Wachovia Bank Experience 2002 - 2008
Job Credit Risk Analyst L3 at PHH Mortgage
Industry Banking
Experience
PHH Mortgage June 2012 - Present
National City Mortgage July 2009 - June 2012
Wachovia 2006 - 2008
Wachovia Bank 2002 - 2008
Skills
Mortgage Banking, Mortgage Lending, Mortgage Underwriting, Banking, Underwriting, Construction Loans, Credit Analysis, Consumer Lending, USDA, Real Estate Economics, Commercial Lending, Customer Service, Mortgage Servicing, Loan Servicing, Residential Mortgages, Finance, FHA, Loans, Loan Origination, Refinance, Small Business Lending, FHA financing, Loss Mitigation, Portfolio Management, Credit Risk, Credit, Non-Conforming, Real Estate, VA loans
Education
University of Chittagong 1972 — 1976
M.A., Political Science
University of Chittagong
Master of Arts (M.A.), Political Science and Government
PHH Mortgage June 2012 - Present
National City Mortgage July 2009 - June 2012
Wachovia 2006 - 2008
Wachovia Bank 2002 - 2008
Skills
Mortgage Banking, Mortgage Lending, Mortgage Underwriting, Banking, Underwriting, Construction Loans, Credit Analysis, Consumer Lending, USDA, Real Estate Economics, Commercial Lending, Customer Service, Mortgage Servicing, Loan Servicing, Residential Mortgages, Finance, FHA, Loans, Loan Origination, Refinance, Small Business Lending, FHA financing, Loss Mitigation, Portfolio Management, Credit Risk, Credit, Non-Conforming, Real Estate, VA loans
Education
University of Chittagong 1972 — 1976
M.A., Political Science
University of Chittagong
Master of Arts (M.A.), Political Science and Government
Jaclyn Cewe, MBA's Wachovia Bank Experience January 2009 - January 2010
Job Specialty Sales Representative
Industry Pharmaceuticals
Experience
Daiichi Sankyo, Inc. August 2015 - Present
Vertical Pharmaceuticals January 2011 - March 2013
Publicis Touchpoint Solutions, Inc. January 2010 - January 2011
Wachovia Bank January 2009 - January 2010
AtlantiCare December 2005 - December 2008
Skills
Pharmaceutical Sales, Managed Care, Account Management, Health Care Systems, Sales, Salesforce.com, Sales Promotion, Sales Presentations, Presentations, Marketing, Relationship Management, Building Relationships
Education
University of Phoenix 2007 — 2009
M.B.A, Business Administration
The University of Connecticut 2001 — 2005
B.A, Psychology
Daiichi Sankyo, Inc. August 2015 - Present
Vertical Pharmaceuticals January 2011 - March 2013
Publicis Touchpoint Solutions, Inc. January 2010 - January 2011
Wachovia Bank January 2009 - January 2010
AtlantiCare December 2005 - December 2008
Skills
Pharmaceutical Sales, Managed Care, Account Management, Health Care Systems, Sales, Salesforce.com, Sales Promotion, Sales Presentations, Presentations, Marketing, Relationship Management, Building Relationships
Education
University of Phoenix 2007 — 2009
M.B.A, Business Administration
The University of Connecticut 2001 — 2005
B.A, Psychology
Adam LaCarrubba's Wachovia Bank Experience May 2007 - February 2009
Job Senior Sales Representative
Industry Banking
Experience
Cord Blood Registry May 1996 - March 2015
Wachovia Bank May 2007 - February 2009
Skills
Sales Operations, Account Management, Customer Service, Sales, Sales Presentations, Cold Calling, Quality Control, Strategy, Salesforce.com, Product Launch, Leadership, Sales Management, Sales Process, New Business Development, Financial Analysis, Investments, Business Development, Marketing Strategy, Banking, Financial Modeling, Solution Selling, Direct Sales, Lead Generation, Pharmaceutical Sales, Forecasting, CRM, Analysis, Microsoft Office, Equities
Education
University of California, Los Angeles
BA, Economics
Cord Blood Registry May 1996 - March 2015
Wachovia Bank May 2007 - February 2009
Skills
Sales Operations, Account Management, Customer Service, Sales, Sales Presentations, Cold Calling, Quality Control, Strategy, Salesforce.com, Product Launch, Leadership, Sales Management, Sales Process, New Business Development, Financial Analysis, Investments, Business Development, Marketing Strategy, Banking, Financial Modeling, Solution Selling, Direct Sales, Lead Generation, Pharmaceutical Sales, Forecasting, CRM, Analysis, Microsoft Office, Equities
Education
University of California, Los Angeles
BA, Economics
Roger Conklin's Wachovia Bank Experience 1985 - 2007
Job Banking Officer at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo 1985 - Present
Wachovia Bank 1985 - 2007
Alco Standard Corporation May 1983 - February 1985
Skills
Financial Analysis, Banking, Risk Management, Business Analysis, Analysis, Computers, Computer Maintenance, Help Desk Support, Credit Analysis, Financial Risk
Education
University of Delaware 1970 — 1974
B.S., Economics
Wells Fargo 1985 - Present
Wachovia Bank 1985 - 2007
Alco Standard Corporation May 1983 - February 1985
Skills
Financial Analysis, Banking, Risk Management, Business Analysis, Analysis, Computers, Computer Maintenance, Help Desk Support, Credit Analysis, Financial Risk
Education
University of Delaware 1970 — 1974
B.S., Economics
Andrew Corwin, CFP®'s Wachovia Bank Experience April 2005 - August 2005
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2014 - Present
Wells Fargo April 2009 - April 2014
Wachovia June 2006 - March 2009
Wachovia Bank April 2005 - August 2005
Skills
Relationship Management, Finance, Investments, Customer Service, Customer Satisfaction, Retirement Planning, College Education..., Wealth Planning, Portfolio Construction, Insurance, Financial Services, Risk Management
Education
University of Florida 2001 — 2005
Bachelor, Finance
Costa Rican Language Academy 2005 — 2006
Spanish
Wells Fargo Advisors, LLC April 2014 - Present
Wells Fargo April 2009 - April 2014
Wachovia June 2006 - March 2009
Wachovia Bank April 2005 - August 2005
Skills
Relationship Management, Finance, Investments, Customer Service, Customer Satisfaction, Retirement Planning, College Education..., Wealth Planning, Portfolio Construction, Insurance, Financial Services, Risk Management
Education
University of Florida 2001 — 2005
Bachelor, Finance
Costa Rican Language Academy 2005 — 2006
Spanish
Craig Trumbore's Wachovia Bank Experience 2002 - 2004
Job VP, Business Consultant, Broward County Business Banking
Industry Banking
Experience
Bank of America Merchant Services July 2014 - Present
Bank of America Merchant Services February 2013 - Present
First Data Independent Sales Goldcoast November 2012 - January 2013
1st United Bank August 2010 - March 2012
SunTrust Bank November 2004 - September 2010
Wachovia Bank 2002 - 2004
Enterprise Rent-A-Car 2002 - 2004
Skills
Loans, Credit, Small Business Lending, Customer Service, Banking, Risk Management, New Business Development, Commercial Mortgages, Commercial Banking, B2B, Underwriting, Management, Account Management, Sales Process, Direct Sales, Customer Satisfaction, Leadership, personal loans, Private Banking, Start-ups, Small Business, Factoring, Asset Based Lending, Cross Selling, Commercial Lending, Networking, Business Development, Credit Analysis, Merchant Services, Deposits, Treasury Management, Financial Services, Cash Flow Lending, Middle Market, Relationship Management, Financial Structuring, Credit Risk, Retail Banking, Lines Of Credit, Portfolio Management, Mortgage Banking, Cash Management, Insurance, Mortgage Lending, Loan Origination, SBA, Finance, Financial Analysis, Branch Management, Consumer Lending
Education
Rice University, Glasscock School of Continuing Studies 2012 — 2012
Certificate of Completion, Certified Treasury Professional Course
University of Florida 1987 — 1992
Academy of Healing Arts
Lake Worth High
Bank of America Merchant Services July 2014 - Present
Bank of America Merchant Services February 2013 - Present
First Data Independent Sales Goldcoast November 2012 - January 2013
1st United Bank August 2010 - March 2012
SunTrust Bank November 2004 - September 2010
Wachovia Bank 2002 - 2004
Enterprise Rent-A-Car 2002 - 2004
Skills
Loans, Credit, Small Business Lending, Customer Service, Banking, Risk Management, New Business Development, Commercial Mortgages, Commercial Banking, B2B, Underwriting, Management, Account Management, Sales Process, Direct Sales, Customer Satisfaction, Leadership, personal loans, Private Banking, Start-ups, Small Business, Factoring, Asset Based Lending, Cross Selling, Commercial Lending, Networking, Business Development, Credit Analysis, Merchant Services, Deposits, Treasury Management, Financial Services, Cash Flow Lending, Middle Market, Relationship Management, Financial Structuring, Credit Risk, Retail Banking, Lines Of Credit, Portfolio Management, Mortgage Banking, Cash Management, Insurance, Mortgage Lending, Loan Origination, SBA, Finance, Financial Analysis, Branch Management, Consumer Lending
Education
Rice University, Glasscock School of Continuing Studies 2012 — 2012
Certificate of Completion, Certified Treasury Professional Course
University of Florida 1987 — 1992
Academy of Healing Arts
Lake Worth High
Arne Larson's Wachovia Bank Experience 2005 - 2008
Job Implementation Consultant at Wells Fargo Home Mortgage
Industry Investment Management
Experience
Wells Fargo Home Mortgage August 2013 - Present
Wells Fargo September 2012 - August 2013
Independent Investments November 2009 - September 2012
Wachovia, A Wells Fargo Company June 2009 - October 2009
Wachovia Bank 2005 - 2008
Wachovia Mortgage 1982 - 2008
World Savings / Wachovia Mortgage 1981 - 2008
World Savings July 2001 - October 2005
World Savings July 1990 - July 2001
World Savings 1987 - 1991
Skills
Loans, Underwriting, Compliance, Risk Management, Appraisal, Credit, Mortgage, Mortgage Lending, Call Center, Process Improvement, Loss Mitigation, Strategic Planning, Loan Origination, Team Building, Executive Management, Policy, Customer Service, Vendor Management, Problem Solving, Leadership Development, Mortgage Industry, Insurance, Operations Management, Sales Management, Portfolio Management, Change Management, Hiring, Coaching, Performance Management, Customer Relations, Organizational..., Staff Development, Budgeting, Risk, Asset Management, Banking, Call Centers, Leadership, Appraisals, Mortgage Underwriting, Training, Mortgage Banking, Management, Finance, FHA, Refinance
Education
University of Colorado Boulder 1974 — 1979
Bachelors, Biology / Business
Boulder High School
Wells Fargo Home Mortgage August 2013 - Present
Wells Fargo September 2012 - August 2013
Independent Investments November 2009 - September 2012
Wachovia, A Wells Fargo Company June 2009 - October 2009
Wachovia Bank 2005 - 2008
Wachovia Mortgage 1982 - 2008
World Savings / Wachovia Mortgage 1981 - 2008
World Savings July 2001 - October 2005
World Savings July 1990 - July 2001
World Savings 1987 - 1991
Skills
Loans, Underwriting, Compliance, Risk Management, Appraisal, Credit, Mortgage, Mortgage Lending, Call Center, Process Improvement, Loss Mitigation, Strategic Planning, Loan Origination, Team Building, Executive Management, Policy, Customer Service, Vendor Management, Problem Solving, Leadership Development, Mortgage Industry, Insurance, Operations Management, Sales Management, Portfolio Management, Change Management, Hiring, Coaching, Performance Management, Customer Relations, Organizational..., Staff Development, Budgeting, Risk, Asset Management, Banking, Call Centers, Leadership, Appraisals, Mortgage Underwriting, Training, Mortgage Banking, Management, Finance, FHA, Refinance
Education
University of Colorado Boulder 1974 — 1979
Bachelors, Biology / Business
Boulder High School
Leo Madrid's Wachovia Bank Experience 2007 - 2010
Job National Operations Manager, RSAM at Federal Deposit Insurance Corporation
Industry Banking
Experience
Federal Deposit Insurance Corporation May 2010 - Present
Wachovia Bank 2007 - 2010
Aegis Mortgage 2005 - 2006
Yipes Enterprise Services 2000 - 2002
Skills
Loans, Mortgage Lending, Banking, Credit, Finance, Loan Origination, Credit Analysis, Mortgage Banking, Credit Risk, Portfolio Management, Relationship Management, Commercial Lending, Risk Management, Management, Retail Banking, Commercial Banking, Operations Management, Loan Servicing, Financial Services, Risk Sharing Asset..., Underwriting, Asset Management, Sales Management, Networking, Loss Share Agreements, Risk Share Asset...
Education
University of Florida 1979 — 1984
Bachelor of Science (BS), Computer Science
Federal Deposit Insurance Corporation May 2010 - Present
Wachovia Bank 2007 - 2010
Aegis Mortgage 2005 - 2006
Yipes Enterprise Services 2000 - 2002
Skills
Loans, Mortgage Lending, Banking, Credit, Finance, Loan Origination, Credit Analysis, Mortgage Banking, Credit Risk, Portfolio Management, Relationship Management, Commercial Lending, Risk Management, Management, Retail Banking, Commercial Banking, Operations Management, Loan Servicing, Financial Services, Risk Sharing Asset..., Underwriting, Asset Management, Sales Management, Networking, Loss Share Agreements, Risk Share Asset...
Education
University of Florida 1979 — 1984
Bachelor of Science (BS), Computer Science
Jessica Bilmanis's Wachovia Bank Experience May 2006 - Present
Job Wells Fargo Securities Business & Technical Analyst
Industry Banking
Experience
Wachovia Bank May 2006 - Present
Wachovia November 2006 - April 2011
Skills
Risk Management, User Acceptance Testing, Test Planning, Test Management, Financial Risk, Capital Markets, Process Improvement, Testing, QTP, Requirements Gathering, Cash Management
Education
The University of Connecticut 1997 — 2001
Bachelor of Science (BS), Mechanical Engineering
Wachovia Bank May 2006 - Present
Wachovia November 2006 - April 2011
Skills
Risk Management, User Acceptance Testing, Test Planning, Test Management, Financial Risk, Capital Markets, Process Improvement, Testing, QTP, Requirements Gathering, Cash Management
Education
The University of Connecticut 1997 — 2001
Bachelor of Science (BS), Mechanical Engineering
Rich Grosskopf's Wachovia Bank Experience 1996 - 2002
Job VP, Digital Sales & Marketing Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2012 - Present
Bank of America 2002 - August 2012
Wachovia 1997 - 2002
Wachovia Bank 1996 - 2002
MDR 1988 - 1994
Skills
Digital Marketing, Marketing Strategy, Segmentation, Business Planning, Marketing Communications, Market Planning, B2B Marketing, Sales Management, Direct Marketing, Integrated Marketing, Marketing, CRM
Education
University of Connecticut 1983 — 1988
BA, Political Science
Wells Fargo August 2012 - Present
Bank of America 2002 - August 2012
Wachovia 1997 - 2002
Wachovia Bank 1996 - 2002
MDR 1988 - 1994
Skills
Digital Marketing, Marketing Strategy, Segmentation, Business Planning, Marketing Communications, Market Planning, B2B Marketing, Sales Management, Direct Marketing, Integrated Marketing, Marketing, CRM
Education
University of Connecticut 1983 — 1988
BA, Political Science
Brett Mansfield's Wachovia Bank Experience September 2006 - November 2009
Job Business Banking Director at Citi
Industry Banking
Experience
Citi January 2012 - Present
Habitat For Humanity - Orange County, CA January 2009 - Present
Ocean Institute October 2008 - Present
Union Bank November 2009 - November 2011
Wachovia Bank September 2006 - November 2009
Citibank May 2000 - September 2006
Wells Fargo 1989 - 2000
Skills
Commercial Lending, Commercial Banking, Loans, Small Business Lending, Banking, Treasury Management, Cash Management, Commercial Mortgages, Consumer Lending, Credit, Credit Analysis, Credit Risk, Financial Analysis, Investments, Leadership, Management, Portfolio Management, Private Banking, Relationship Management, Risk Management, Strategic Planning, Team Management, Sales, Wealth Management
Education
University of California, Irvine 1984 — 1989
BA, Economics
Citi January 2012 - Present
Habitat For Humanity - Orange County, CA January 2009 - Present
Ocean Institute October 2008 - Present
Union Bank November 2009 - November 2011
Wachovia Bank September 2006 - November 2009
Citibank May 2000 - September 2006
Wells Fargo 1989 - 2000
Skills
Commercial Lending, Commercial Banking, Loans, Small Business Lending, Banking, Treasury Management, Cash Management, Commercial Mortgages, Consumer Lending, Credit, Credit Analysis, Credit Risk, Financial Analysis, Investments, Leadership, Management, Portfolio Management, Private Banking, Relationship Management, Risk Management, Strategic Planning, Team Management, Sales, Wealth Management
Education
University of California, Irvine 1984 — 1989
BA, Economics
Gregory Renaghan's Wachovia Bank Experience 2001 - 2008
Job Risk Consultant, Wells Fargo Bank, NA
Industry Banking
Experience
Wells Fargo Home Mortgage 2010 - Present
Wells Fargo Home Mortgage 2008 - 2010
Wachovia Bank 2001 - 2008
Wachovia Bank, NA 1999 - 2001
First Union National Bank 1992 - 1999
Security First Federal Savings and Loan 1986 - 1992
Skills
Credit Risk, Banking, Financial Analysis, Risk Management, Financial Risk, Credit, Portfolio Management, Credit Analysis
Education
University of Central Florida - College of Business Administration
BSBA, Finance
St. Pius X
St. Pius X
Wells Fargo Home Mortgage 2010 - Present
Wells Fargo Home Mortgage 2008 - 2010
Wachovia Bank 2001 - 2008
Wachovia Bank, NA 1999 - 2001
First Union National Bank 1992 - 1999
Security First Federal Savings and Loan 1986 - 1992
Skills
Credit Risk, Banking, Financial Analysis, Risk Management, Financial Risk, Credit, Portfolio Management, Credit Analysis
Education
University of Central Florida - College of Business Administration
BSBA, Finance
St. Pius X
St. Pius X
Diana Domagala's Wachovia Bank Experience 1980 - 2004
Job Independent Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Wachovia Bank 1980 - 2004
Wachovia Corporation 1980 - 2004
Skills
Direct Marketing, Marketing Communications, Marketing, Banking, Public Speaking, Advertising, Training, Publications, Strategic Planning, Leadership, Brand Management, Analytics, Social Media, Marketing Strategy, Email Marketing, Online Marketing, Market Research, Corporate Communications, Strategic Communications, Strategy, Business Strategy
Education
University of Florida 1972 — 1973
Business, English
Wachovia Bank 1980 - 2004
Wachovia Corporation 1980 - 2004
Skills
Direct Marketing, Marketing Communications, Marketing, Banking, Public Speaking, Advertising, Training, Publications, Strategic Planning, Leadership, Brand Management, Analytics, Social Media, Marketing Strategy, Email Marketing, Online Marketing, Market Research, Corporate Communications, Strategic Communications, Strategy, Business Strategy
Education
University of Florida 1972 — 1973
Business, English
Steve Whitcomb's Wachovia Bank Experience 1997 - 2002
Job Senior Vice President at BB&T Capital Markets
Industry Capital Markets
Experience
Wachovia Capital Markets, LLC February 2002 - December 2007
Wachovia Bank 1997 - 2002
Wachovia Bank 1994 - 1997
Wachovia Bank 1990 - 1994
Skills
Portfolio Management, Capital Markets, Investments, Mergers & Acquisitions, Risk Management, Finance, Loans, Financial Analysis, Commercial Banking, Financial Services
Education
University of South Carolina-Columbia 1988 — 1990
MBA
University of Florida 1982 — 1986
BSBA
Wachovia Capital Markets, LLC February 2002 - December 2007
Wachovia Bank 1997 - 2002
Wachovia Bank 1994 - 1997
Wachovia Bank 1990 - 1994
Skills
Portfolio Management, Capital Markets, Investments, Mergers & Acquisitions, Risk Management, Finance, Loans, Financial Analysis, Commercial Banking, Financial Services
Education
University of South Carolina-Columbia 1988 — 1990
MBA
University of Florida 1982 — 1986
BSBA
Atif Rahman's Wachovia Bank Experience December 1988 - December 2008
Job Project / Operations Manager
Industry Management Consulting
Experience
Wells Fargo November 2009 - Present
Capital One October 2009 - October 2009
Wachovia Bank December 1988 - December 2008
Skills
Banking, Budgets, Business Analysis, Customer Service, Financial Analysis, Process Improvement, Program Management, Recruiting, Testing, Training, Vendor Management, Cross-functional Team..., Operations Management
Education
University of Central Punjab
B.A.
Wells Fargo November 2009 - Present
Capital One October 2009 - October 2009
Wachovia Bank December 1988 - December 2008
Skills
Banking, Budgets, Business Analysis, Customer Service, Financial Analysis, Process Improvement, Program Management, Recruiting, Testing, Training, Vendor Management, Cross-functional Team..., Operations Management
Education
University of Central Punjab
B.A.
Cindy Boatright's Wachovia Bank Experience September 2007 - November 2008
Job VP Compliance & Operations at Heritage Bank
Industry Banking
Experience
Heritage Bank January 2010 - Present
Wachovia Bank September 2007 - November 2008
Wachovia Bank September 1974 - November 2008
Wachovia Bank 2005 - 2007
First Union National Bank 2001 - 2004
First Union National Bank 1997 - 2001
First Union National Bank 1990 - 1997
Skills
Leadership, Banking, Strategic Planning, Sales, KYC, Process Improvement, Mergers, Management, Loans, Project Management, Credit, Project Planning, Risk Management, Security, Financial Risk, Retail Banking, Finance, Commercial Lending, Operational Risk..., Sales Management, AML, Mortgage Lending, Business Continuity, Internal Audit, Credit Risk, Consumer Lending, Credit Analysis, Mergers & Acquisitions, Commercial Banking, Integration, Retail, Internal Controls, Portfolio Management, Financial Services, Small Business Lending, Bank Secrecy Act
Education
University of Florida 1972 — 1976
BSBA, Business, Banking & Finance
Heritage Bank January 2010 - Present
Wachovia Bank September 2007 - November 2008
Wachovia Bank September 1974 - November 2008
Wachovia Bank 2005 - 2007
First Union National Bank 2001 - 2004
First Union National Bank 1997 - 2001
First Union National Bank 1990 - 1997
Skills
Leadership, Banking, Strategic Planning, Sales, KYC, Process Improvement, Mergers, Management, Loans, Project Management, Credit, Project Planning, Risk Management, Security, Financial Risk, Retail Banking, Finance, Commercial Lending, Operational Risk..., Sales Management, AML, Mortgage Lending, Business Continuity, Internal Audit, Credit Risk, Consumer Lending, Credit Analysis, Mergers & Acquisitions, Commercial Banking, Integration, Retail, Internal Controls, Portfolio Management, Financial Services, Small Business Lending, Bank Secrecy Act
Education
University of Florida 1972 — 1976
BSBA, Business, Banking & Finance
Kathleen Regan's Wachovia Bank Experience January 1988 - October 2008
Job Senior Vice President of Investors Bank
Industry Banking
Experience
Investors Bank June 2015 - Present
1st Constitution Bank June 2014 - June 2015
Capital One Bank October 2008 - May 2014
Wachovia Bank January 1988 - October 2008
Wachovia 1988 - 2008
Risk Management Assoc 2000 - 2007
First Fidelity Bank 1988 - 1993
Skills
Commercial Banking, Asset Based Lending, Loans, Middle Market, Commercial Lending, Credit Analysis, Banking, Portfolio Management, Small Business Lending, Funding, Loan Origination, Corporate Finance, Credit Risk, Treasury Management, Lines Of Credit, Commercial Mortgages, Consumer Lending, Financial Services
Education
University of Delaware - Lerner College of Business and Economics 1982 — 1987
BS, Economics
St Rose High School
Investors Bank June 2015 - Present
1st Constitution Bank June 2014 - June 2015
Capital One Bank October 2008 - May 2014
Wachovia Bank January 1988 - October 2008
Wachovia 1988 - 2008
Risk Management Assoc 2000 - 2007
First Fidelity Bank 1988 - 1993
Skills
Commercial Banking, Asset Based Lending, Loans, Middle Market, Commercial Lending, Credit Analysis, Banking, Portfolio Management, Small Business Lending, Funding, Loan Origination, Corporate Finance, Credit Risk, Treasury Management, Lines Of Credit, Commercial Mortgages, Consumer Lending, Financial Services
Education
University of Delaware - Lerner College of Business and Economics 1982 — 1987
BS, Economics
St Rose High School
Charles R. Dewey's Wachovia Bank Experience March 2007 - Present
Job VP, Retirement Plans Consultant at Wachovia Bank
Industry Financial Services
Experience
Wachovia Bank March 2007 - Present
AIM Investments July 1992 - April 2007
Education
University of Colorado Boulder - Leeds School of Business 1969 — 1974
BS, Business
Wachovia Bank March 2007 - Present
AIM Investments July 1992 - April 2007
Education
University of Colorado Boulder - Leeds School of Business 1969 — 1974
BS, Business
Neal Morrison's Wachovia Bank Experience 2000 - 2009
Job Owner, Videology Productions: Director of Phototgraphy
Industry Media Production
Experience
Videology Productions January 1993 - Present
IATSE Local 16 2005 - Present
Adobe Systems 2006 - Present
TIBCO Software Inc. 2004 - Present
eBay June 2011 - June 2013
The Bass Group 2003 - 2013
Wachovia Bank 2000 - 2009
World Savings 1999 - 2007
DSA Creative 2006 - 2006
Skills
Video Production, Final Cut Pro, Video Editing, Digital Media, Television, Post Production, Film, Motion Graphics, After Effects, Video, Film Production, Media Production, Editing, Creative Direction, Camera, Multimedia, Producing, Photography, Web Video, Videography
Education
University of California, San Diego 1983 — 1990
BA, Visual Arts, Biology, Psychology
Videology Productions January 1993 - Present
IATSE Local 16 2005 - Present
Adobe Systems 2006 - Present
TIBCO Software Inc. 2004 - Present
eBay June 2011 - June 2013
The Bass Group 2003 - 2013
Wachovia Bank 2000 - 2009
World Savings 1999 - 2007
DSA Creative 2006 - 2006
Skills
Video Production, Final Cut Pro, Video Editing, Digital Media, Television, Post Production, Film, Motion Graphics, After Effects, Video, Film Production, Media Production, Editing, Creative Direction, Camera, Multimedia, Producing, Photography, Web Video, Videography
Education
University of California, San Diego 1983 — 1990
BA, Visual Arts, Biology, Psychology
Bruce Perrine's Wachovia Bank Experience June 2002 - June 2007
Job SVP Commercial Banking CRE at Synovus
Industry Banking
Experience
Synovus August 2013 - Present
First National Bank of the Gulf Coast November 2012 - July 2013
Wells Fargo Bank July 2007 - July 2012
Wachovia Bank June 2002 - June 2007
Wachovia Bank April 1999 - May 2002
SunTrust Bank June 1994 - April 1999
Barnett Bank September 1983 - June 1994
Skills
Loans, Underwriting, Credit Analysis, Banking, Portfolio Management, Treasury Management, Real Estate Economics, Finance, Debt Restructuring, Risk Management, Real Estate, Financial Analysis, Sales Management, Residential Homes, Due Diligence, Sales, Mergers & Acquisitions, Management, Financial Services
Education
University of Florida 1981 — 1983
Master of Business Administration (MBA), Business Administration and Management, General
University of Florida 1976 — 1981
Bachelor of Science (B.S.), Business Administration and Management, General
Synovus August 2013 - Present
First National Bank of the Gulf Coast November 2012 - July 2013
Wells Fargo Bank July 2007 - July 2012
Wachovia Bank June 2002 - June 2007
Wachovia Bank April 1999 - May 2002
SunTrust Bank June 1994 - April 1999
Barnett Bank September 1983 - June 1994
Skills
Loans, Underwriting, Credit Analysis, Banking, Portfolio Management, Treasury Management, Real Estate Economics, Finance, Debt Restructuring, Risk Management, Real Estate, Financial Analysis, Sales Management, Residential Homes, Due Diligence, Sales, Mergers & Acquisitions, Management, Financial Services
Education
University of Florida 1981 — 1983
Master of Business Administration (MBA), Business Administration and Management, General
University of Florida 1976 — 1981
Bachelor of Science (B.S.), Business Administration and Management, General
Gregori Tonon's Wachovia Bank Experience April 2005 - January 2007
Job Vice PresidentCommercial Loan Officer at Northwest Community Bank.
Industry Banking
Experience
Northwest Community Bank January 2014 - Present
Sovereign Bank July 2013 - January 2014
Sovereign Bank October 2012 - July 2013
New England Bank May 2012 - November 2012
New England Bank July 2008 - May 2012
Citibank January 2007 - July 2008
Wachovia Bank April 2005 - January 2007
Skills
Loans, Financial Analysis, Small Business Lending, Cash Management, Credit Analysis, Risk Management, Real Estate, Credit Risk, Relationship Management, New Business Development, Financial Risk, Sales, Loan Origination, Underwriting, Customer Service, Cross Selling, Treasury Management, Asset Based Lending, SBA, Financial Reporting, Commercial Real Estate, Deposits, Financial Services, Lines Of Credit, Small Business, Commercial Mortgages, Mortgage Banking
Education
University of Connecticut 1997 — 2002
Communications
Northwest Community Bank January 2014 - Present
Sovereign Bank July 2013 - January 2014
Sovereign Bank October 2012 - July 2013
New England Bank May 2012 - November 2012
New England Bank July 2008 - May 2012
Citibank January 2007 - July 2008
Wachovia Bank April 2005 - January 2007
Skills
Loans, Financial Analysis, Small Business Lending, Cash Management, Credit Analysis, Risk Management, Real Estate, Credit Risk, Relationship Management, New Business Development, Financial Risk, Sales, Loan Origination, Underwriting, Customer Service, Cross Selling, Treasury Management, Asset Based Lending, SBA, Financial Reporting, Commercial Real Estate, Deposits, Financial Services, Lines Of Credit, Small Business, Commercial Mortgages, Mortgage Banking
Education
University of Connecticut 1997 — 2002
Communications
Jonathan Browy's Wachovia Bank Experience March 2006 - March 2008
Job Senior Vice President at Synovus
Industry Banking
Experience
Synovus April 2014 - Present
PNC March 2012 - April 2014
Fifth Third Bank March 2008 - March 2012
Wachovia Bank March 2006 - March 2008
AmSouth Bank July 2003 - March 2006
SouthTrust Bank March 2000 - July 2003
Equitable 1987 - 1992
Skills
Cash flow and working..., capital project..., figuring out other ways..., Banking, Financial Services, Commercial Lending, Commercial Banking, Loans, Treasury Management, Credit, Credit Analysis, Lines Of Credit, Cash Management, Finance, Cash Flow, Financial Modeling, Retail Banking, Credit Risk, Cross Selling, Forecasting, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business 1992 — 1994
MBA, Finance & Marketing
University of Florida 1983 — 1987
BSBA, Finance
Pensacola Catholic High School 1981 — 1983
Shorecrest Preparatory School
St Petersburg High School
Synovus April 2014 - Present
PNC March 2012 - April 2014
Fifth Third Bank March 2008 - March 2012
Wachovia Bank March 2006 - March 2008
AmSouth Bank July 2003 - March 2006
SouthTrust Bank March 2000 - July 2003
Equitable 1987 - 1992
Skills
Cash flow and working..., capital project..., figuring out other ways..., Banking, Financial Services, Commercial Lending, Commercial Banking, Loans, Treasury Management, Credit, Credit Analysis, Lines Of Credit, Cash Management, Finance, Cash Flow, Financial Modeling, Retail Banking, Credit Risk, Cross Selling, Forecasting, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business 1992 — 1994
MBA, Finance & Marketing
University of Florida 1983 — 1987
BSBA, Finance
Pensacola Catholic High School 1981 — 1983
Shorecrest Preparatory School
St Petersburg High School
Larry Herbst's Wachovia Bank Experience November 2005 - December 2006
Job Writer at Now Available
Industry Financial Services
Experience
Bank of America Merchant Services January 2011 - June 2013
Circuit City January 2008 - March 2009
Capital One April 2007 - January 2008
Wachovia Bank November 2005 - December 2006
Capital One August 1996 - November 2005
WBSV-TV March 1990 - March 1996
Skills
Proficient with..., PowerPoint, Outlook, Microsoft Excel, HTML, CMS, Documentary Writer, Copywriting, Call Center Scripting, Play-by-play, TV News Anchor, Video Editing, Web Content Management, Call Center, Call Centers, Interviews, User Experience, Web Design, Editing, Management, Training, Marketing Strategy, Marketing, Customer Satisfaction, Time Management, Analysis, Dreamweaver, Process Improvement, Leadership, Customer Service
Education
University of Dayton 1973 — 1974
Bank of America Merchant Services January 2011 - June 2013
Circuit City January 2008 - March 2009
Capital One April 2007 - January 2008
Wachovia Bank November 2005 - December 2006
Capital One August 1996 - November 2005
WBSV-TV March 1990 - March 1996
Skills
Proficient with..., PowerPoint, Outlook, Microsoft Excel, HTML, CMS, Documentary Writer, Copywriting, Call Center Scripting, Play-by-play, TV News Anchor, Video Editing, Web Content Management, Call Center, Call Centers, Interviews, User Experience, Web Design, Editing, Management, Training, Marketing Strategy, Marketing, Customer Satisfaction, Time Management, Analysis, Dreamweaver, Process Improvement, Leadership, Customer Service
Education
University of Dayton 1973 — 1974
Lein Tung's Wachovia Bank Experience March 2007 - January 2008
Job Senior Relationship Manager at Capital One Bank
Industry Banking
Experience
Capital One Bank January 2008 - Present
Wachovia Bank March 2007 - January 2008
Bank of America November 1989 - March 2007
US Army December 1983 - December 2004
Skills
Real Estate, Credit, Structured Finance, Underwriting, Banking, Risk Management, Loans, Commercial Lending, Investments, Loan Origination, Mortgage Lending, Portfolio Management, Finance, Credit Analysis
Education
University of Colorado Boulder - Leeds School of Business 1983 — 1985
MBA, Finance
University of Colorado Boulder 1978 — 1983
BA, History
University of Colorado Boulder - Leeds School of Business 1978 — 1983
BS, International Business
Capital One Bank January 2008 - Present
Wachovia Bank March 2007 - January 2008
Bank of America November 1989 - March 2007
US Army December 1983 - December 2004
Skills
Real Estate, Credit, Structured Finance, Underwriting, Banking, Risk Management, Loans, Commercial Lending, Investments, Loan Origination, Mortgage Lending, Portfolio Management, Finance, Credit Analysis
Education
University of Colorado Boulder - Leeds School of Business 1983 — 1985
MBA, Finance
University of Colorado Boulder 1978 — 1983
BA, History
University of Colorado Boulder - Leeds School of Business 1978 — 1983
BS, International Business
Kevin P. Jung's Wachovia Bank Experience January 2009 - Present
Job Manager at Wachovia Bank
Industry Banking
Experience
Wachovia Bank January 2009 - Present
PCS Mart LLC February 2005 - July 2008
Cellular Warehouse INC February 1997 - January 2005
Education
University of California, Santa Barbara 1983 — 1987
BA, Law and Society
Wachovia Bank January 2009 - Present
PCS Mart LLC February 2005 - July 2008
Cellular Warehouse INC February 1997 - January 2005
Education
University of California, Santa Barbara 1983 — 1987
BA, Law and Society
Cheryl. Conway's Wachovia Bank Experience 2005 - Present
Job Corporate Real Estate Project Management
Industry Real Estate
Experience
Wachovia Bank 2005 - Present
Jones Lang LaSalle 2004 - 2005
Bank of America 2002 - 2004
Education
University of Florida
Bachelors Degree
University of North Florida
MBA, Business Administration
Wachovia Bank 2005 - Present
Jones Lang LaSalle 2004 - 2005
Bank of America 2002 - 2004
Education
University of Florida
Bachelors Degree
University of North Florida
MBA, Business Administration
Mark Southern's Wachovia Bank Experience 1997 - 2000
Job Head of Investment Product Risk at Wells Fargo Bank
Industry Investment Management
Experience
Wells Fargo Bank January 2014 - Present
Wells Capital Management November 2009 - December 2013
Evergreen Investments 2002 - 2009
Evergreen Investments 2000 - 2002
Wachovia Bank 1997 - 2000
Skills
Bloomberg (including..., Microsoft Office expert, Factset, Morningstar, Word, Excel, PowerPoint, Access, Outlook, VBA, Bloomberg, Research, Fixed Income, Lotus Notes, Budgeting, Adobe Acrobat, Bloomberg Terminal, Administration, Equities, Derivatives, Portia, Performance Attribution, Bonds, Mutual Funds, Investments, Risk Management, Credit, Risk, Asset Management, Securities, Capital Markets, Financial Analysis, Financial Modeling, Investment Strategies, Due Diligence, Financial Markets, Industry Analysis, Structured Products, Banking, Options, Economics, Credit Risk
Education
University of Florida
B.S., Finance
Wells Fargo Bank January 2014 - Present
Wells Capital Management November 2009 - December 2013
Evergreen Investments 2002 - 2009
Evergreen Investments 2000 - 2002
Wachovia Bank 1997 - 2000
Skills
Bloomberg (including..., Microsoft Office expert, Factset, Morningstar, Word, Excel, PowerPoint, Access, Outlook, VBA, Bloomberg, Research, Fixed Income, Lotus Notes, Budgeting, Adobe Acrobat, Bloomberg Terminal, Administration, Equities, Derivatives, Portia, Performance Attribution, Bonds, Mutual Funds, Investments, Risk Management, Credit, Risk, Asset Management, Securities, Capital Markets, Financial Analysis, Financial Modeling, Investment Strategies, Due Diligence, Financial Markets, Industry Analysis, Structured Products, Banking, Options, Economics, Credit Risk
Education
University of Florida
B.S., Finance
Matt Strumpf's Wachovia Bank Experience June 2006 - February 2007
Job Director, Gartner Invest
Industry Computer Software
Experience
Gartner June 2012 - Present
Oracle August 2010 - June 2012
Gartner May 2009 - October 2010
Wachovia Bank June 2006 - February 2007
Countrywide Full Spectrum Lending September 2004 - June 2006
Cendant Mortgage January 2002 - March 2004
Skills
Strategic Partnerships, B2B, Selling, Marketing, Forecasting, Market Analysis, Cold Calling, SaaS, Business Strategy, Enterprise Software
Education
University of Florida 2007 — 2009
MBA, Marketing
University of Maryland College Park 1998 — 2001
BA, Criminal Justice
Gartner June 2012 - Present
Oracle August 2010 - June 2012
Gartner May 2009 - October 2010
Wachovia Bank June 2006 - February 2007
Countrywide Full Spectrum Lending September 2004 - June 2006
Cendant Mortgage January 2002 - March 2004
Skills
Strategic Partnerships, B2B, Selling, Marketing, Forecasting, Market Analysis, Cold Calling, SaaS, Business Strategy, Enterprise Software
Education
University of Florida 2007 — 2009
MBA, Marketing
University of Maryland College Park 1998 — 2001
BA, Criminal Justice
West Durham's Wachovia Bank Experience January 2004 - October 2006
Job Regional Director at SEI Investments
Industry Financial Services
Experience
SEI Investments October 2006 - Present
Wachovia Bank January 2004 - October 2006
Education
University of Colorado Boulder - Leeds School of Business
Marketing, Entreprenuership
SEI Investments October 2006 - Present
Wachovia Bank January 2004 - October 2006
Education
University of Colorado Boulder - Leeds School of Business
Marketing, Entreprenuership
Janice Brunson's Wachovia Bank Experience March 2007 - Present
Job Business Banker at Wachovia Bank
Industry Banking
Experience
Wachovia Bank March 2007 - Present
Education
University of Connecticut 1986 — 1990
Bachelors, Finance
Wachovia Bank March 2007 - Present
Education
University of Connecticut 1986 — 1990
Bachelors, Finance
Don Merill's Wachovia Bank Experience August 1993 - June 2002
Job VP at A&M Collateral Svcs
Industry Banking
Experience
Allen & Merrill Collateral Services, Inc. ("A&M") July 2002 - Present
Wachovia Bank August 1993 - June 2002
Security Pacific National Bank August 1969 - June 1993
Skills
Asset Based Lending, Portfolio Management, Commercial Lending, Corporate Finance, Banking, Lines Of Credit, Credit Analysis, Loans, Small Business Lending, Credit Risk, Credit, Investments, Capital Markets, Factoring, Loan Origination
Education
University of California, Los Angeles
BS Administration, Minor in Finance
Allen & Merrill Collateral Services, Inc. ("A&M") July 2002 - Present
Wachovia Bank August 1993 - June 2002
Security Pacific National Bank August 1969 - June 1993
Skills
Asset Based Lending, Portfolio Management, Commercial Lending, Corporate Finance, Banking, Lines Of Credit, Credit Analysis, Loans, Small Business Lending, Credit Risk, Credit, Investments, Capital Markets, Factoring, Loan Origination
Education
University of California, Los Angeles
BS Administration, Minor in Finance
Ranney Ward's Wachovia Bank Experience February 1991 - December 2006
Job Vice President at Wilmington Trust
Industry Banking
Experience
Wilmington Trust December 2006 - Present
Wachovia Bank February 1991 - December 2006
Education
University of Delaware - Lerner College of Business and Economics 1991 — 1996
MBA, Finance
Wilmington Trust December 2006 - Present
Wachovia Bank February 1991 - December 2006
Education
University of Delaware - Lerner College of Business and Economics 1991 — 1996
MBA, Finance
Pete Hennis's Wachovia Bank Experience 1998 - 2002
Job Executive Consultant at StoneLaurel
Industry Management Consulting
Experience
Technology Project Management, Inc. September 2013 - Present
Technology Project Management, Inc. January 2012 - August 2013
Wells Fargo 2009 - 2010
Wachovia Bank 1998 - 2002
First Union National Bank 1993 - 2000
Skills
Project Portfolio...
Education
University of Florida 1977 — 1981
Bachelor of Science, Economics
Technology Project Management, Inc. September 2013 - Present
Technology Project Management, Inc. January 2012 - August 2013
Wells Fargo 2009 - 2010
Wachovia Bank 1998 - 2002
First Union National Bank 1993 - 2000
Skills
Project Portfolio...
Education
University of Florida 1977 — 1981
Bachelor of Science, Economics
Larry Kennedy's Wachovia Bank Experience February 2001 - December 2009
Job Field Agent Volusia County at Knights of Columbus
Industry Insurance
Experience
Knights of Columbus December 2014 - Present
Florida Capital Bank July 2012 - June 2014
Wells Fargo Bank January 2010 - April 2012
Wachovia Bank February 2001 - December 2009
First Union National Bank July 1995 - January 2001
Coral Gables Federal Savings & Loan Association May 1987 - June 1995
Skills
Public Speaking, Business Development, Small Business Lending, Loans, Residential Mortgages, Training, Refinance, Customer Service, Time Management, Credit, Banking, Small Business, Mortgage Lending, Teamwork, Management, Sales, Analysis, Meeting, Commercial Mortgages, Real Estate, Team Leadership, Commercial Lending, Mortgage Banking, SBA 7A/504, Deposits, instructed seminars, advised clients, analyze financial data, approve or deny credit..., delegate work, manage large staff, communicate visually..., schedule meetings both..., plan and organize work, make presentations, identify financial..., use time management..., work as a team member, resolve conflicts, make decisions, develop bugets, Finance, Commercial Banking, Credit Analysis, Consumer Lending, Underwriting, Retail Banking
Education
University of Central Florida
Bachelor of Science, Business Administration; Finance
Knights of Columbus December 2014 - Present
Florida Capital Bank July 2012 - June 2014
Wells Fargo Bank January 2010 - April 2012
Wachovia Bank February 2001 - December 2009
First Union National Bank July 1995 - January 2001
Coral Gables Federal Savings & Loan Association May 1987 - June 1995
Skills
Public Speaking, Business Development, Small Business Lending, Loans, Residential Mortgages, Training, Refinance, Customer Service, Time Management, Credit, Banking, Small Business, Mortgage Lending, Teamwork, Management, Sales, Analysis, Meeting, Commercial Mortgages, Real Estate, Team Leadership, Commercial Lending, Mortgage Banking, SBA 7A/504, Deposits, instructed seminars, advised clients, analyze financial data, approve or deny credit..., delegate work, manage large staff, communicate visually..., schedule meetings both..., plan and organize work, make presentations, identify financial..., use time management..., work as a team member, resolve conflicts, make decisions, develop bugets, Finance, Commercial Banking, Credit Analysis, Consumer Lending, Underwriting, Retail Banking
Education
University of Central Florida
Bachelor of Science, Business Administration; Finance
Jack Good's Wachovia Bank Experience August 2006 - March 2007
Job Systems Analyst Manager at The Bancorp Bank
Industry Financial Services
Experience
The Bancorp Bank August 2012 - Present
The Bancorp Bank March 2011 - August 2012
The Bancorp Bank August 2009 - March 2011
Citibank March 2007 - August 2009
Wachovia Bank August 2006 - March 2007
Wachovia Bank July 2005 - August 2006
Skills
Banking, Relationship Management, Credit, Risk Management, Loans, Portfolio Management, Finance, Financial Services, Credit Cards, Commercial Banking, Mortgage Lending, Retail Banking, Credit Analysis, Financial Risk, Payments
Education
Villanova University 2006 — 2009
MBA, Business Administration
University of Delaware 2000 — 2005
BA, Foreign Languages and Literature; East Asian Studies
The Bancorp Bank August 2012 - Present
The Bancorp Bank March 2011 - August 2012
The Bancorp Bank August 2009 - March 2011
Citibank March 2007 - August 2009
Wachovia Bank August 2006 - March 2007
Wachovia Bank July 2005 - August 2006
Skills
Banking, Relationship Management, Credit, Risk Management, Loans, Portfolio Management, Finance, Financial Services, Credit Cards, Commercial Banking, Mortgage Lending, Retail Banking, Credit Analysis, Financial Risk, Payments
Education
Villanova University 2006 — 2009
MBA, Business Administration
University of Delaware 2000 — 2005
BA, Foreign Languages and Literature; East Asian Studies
Christopher Harshman, CFA's Wachovia Bank Experience 2004 - 2009
Job Portfolio Manager
Industry Investment Management
Experience
Eaton Vance 2009 - Present
Wachovia Bank 2004 - 2009
Skills
Fixed Income, Series 7, Financial Modeling, Bloomberg, Valuation, Capital Markets, Series 63, Investments, Portfolio Management, Asset Allocation, Alternative Investments, Equities, Financial Analysis, Hedge Funds, Asset Managment
Education
University of Florida
BSBA, Finance
University of Rochester - Simon Business School
MBA, Finance
Eaton Vance 2009 - Present
Wachovia Bank 2004 - 2009
Skills
Fixed Income, Series 7, Financial Modeling, Bloomberg, Valuation, Capital Markets, Series 63, Investments, Portfolio Management, Asset Allocation, Alternative Investments, Equities, Financial Analysis, Hedge Funds, Asset Managment
Education
University of Florida
BSBA, Finance
University of Rochester - Simon Business School
MBA, Finance
Lesley Hardy, MBA, PMP,ITIL v5's Wachovia Bank Experience October 2003 - October 2006
Job Director, Program Management at Fiserv
Industry Information Technology and Services
Experience
Fiserv October 2013 - Present
Fiserv March 2013 - Present
Fiserv March 2012 - March 2013
Fiserv, Inc. June 2010 - July 2012
Iron Mountain Intellectual Property Management October 2006 - March 2010
Wachovia Bank October 2003 - October 2006
Heidelberg USA May 2002 - September 2003
JDA Software, Inc January 2000 - January 2001
Skills
Project Management, Infrastructure, Program Management, Strategic Planning, Change Management, Agile & Waterfall..., Project Governance, Resource Management, Six Sigma, ITIL v3 Foundations..., Analysis, Business Analysis, Business Process, Cross-functional Team..., Disaster Recovery, ITIL, Leadership, Management, PMO, PMP, Process Improvement, Project Planning, SDLC, Security, Strategy, Business Process..., Project Portfolio..., Integration, Project Delivery
Education
PMP Training 2010 — 2010
Keller Graduate School of Management 2003 — 2005
MBA, Business Administration
Keller Graduate School of Management 2003 — 2005
Certification, Project Management
University of Central Missouri 1992 — 1995
Bachelors, Biology
Fiserv October 2013 - Present
Fiserv March 2013 - Present
Fiserv March 2012 - March 2013
Fiserv, Inc. June 2010 - July 2012
Iron Mountain Intellectual Property Management October 2006 - March 2010
Wachovia Bank October 2003 - October 2006
Heidelberg USA May 2002 - September 2003
JDA Software, Inc January 2000 - January 2001
Skills
Project Management, Infrastructure, Program Management, Strategic Planning, Change Management, Agile & Waterfall..., Project Governance, Resource Management, Six Sigma, ITIL v3 Foundations..., Analysis, Business Analysis, Business Process, Cross-functional Team..., Disaster Recovery, ITIL, Leadership, Management, PMO, PMP, Process Improvement, Project Planning, SDLC, Security, Strategy, Business Process..., Project Portfolio..., Integration, Project Delivery
Education
PMP Training 2010 — 2010
Keller Graduate School of Management 2003 — 2005
MBA, Business Administration
Keller Graduate School of Management 2003 — 2005
Certification, Project Management
University of Central Missouri 1992 — 1995
Bachelors, Biology
Becky Mesanza's Wachovia Bank Experience June 2006 - June 2009
Job Director, Checking Products at Ally Financial Inc.
Industry Financial Services
Experience
Ally Financial Inc. November 2010 - Present
Wells Fargo June 2009 - November 2010
Wachovia Bank June 2006 - June 2009
JPMorgan Chase 2000 - 2004
JPMorgan Chase 1999 - 2000
JPMorgan Chase 1996 - 1999
National City Bank 1993 - 1996
National City Bank 1991 - 1993
National City Bank 1990 - 1991
Skills
Data Reporting and..., Relationship & Contract..., Business Case and..., Creative and Campaign..., Value Proposition and..., Project/Program..., Sales & Marketing..., Sales Referral &..., Bids and Proposals, Business and Functional..., P&L Management
Education
University of Dayton
Master of Business Administration (MBA), Marketing
Wright State University
Bachelor of Business Administration (B.B.A.)
Ally Financial Inc. November 2010 - Present
Wells Fargo June 2009 - November 2010
Wachovia Bank June 2006 - June 2009
JPMorgan Chase 2000 - 2004
JPMorgan Chase 1999 - 2000
JPMorgan Chase 1996 - 1999
National City Bank 1993 - 1996
National City Bank 1991 - 1993
National City Bank 1990 - 1991
Skills
Data Reporting and..., Relationship & Contract..., Business Case and..., Creative and Campaign..., Value Proposition and..., Project/Program..., Sales & Marketing..., Sales Referral &..., Bids and Proposals, Business and Functional..., P&L Management
Education
University of Dayton
Master of Business Administration (MBA), Marketing
Wright State University
Bachelor of Business Administration (B.B.A.)
Richard S. Lapin's Wachovia Bank Experience January 2007 - May 2009
Job Sr. Client Manager, Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch 2010 - Present
Wachovia Bank January 2007 - May 2009
Skills
Loans, Commercial Lending, Portfolio Management, Small Business Lending, Commercial Banking, Credit Analysis, Treasury Management, Credit Risk, Asset Based Lending, Relationship Management, Lines Of Credit, Underwriting, Credit, Commercial Mortgages, Consumer Lending, Banking
Education
University of Florida
MBA, Finance
Bank of America Merrill Lynch 2010 - Present
Wachovia Bank January 2007 - May 2009
Skills
Loans, Commercial Lending, Portfolio Management, Small Business Lending, Commercial Banking, Credit Analysis, Treasury Management, Credit Risk, Asset Based Lending, Relationship Management, Lines Of Credit, Underwriting, Credit, Commercial Mortgages, Consumer Lending, Banking
Education
University of Florida
MBA, Finance
Tim Charboneau's Wachovia Bank Experience May 2007 - November 2009
Job Sr. Analyst/Anti Money Laundering at Bank of America
Industry Investment Banking
Experience
Bank of America June 2014 - Present
Bank of America April 2011 - June 2014
Wachovia Bank May 2007 - November 2009
HomeBanc Mortgage Corp April 2006 - April 2007
Jacksonville Sheriff's Office February 2004 - April 2006
T-Mobile October 2002 - February 2004
Kirchman Corporation October 2001 - October 2002
Skills
USA PATRIOT Act, Anti Money Laundering, Bank Secrecy Act, Risk Management, OFAC, Banking, Investments, Credit, Loans, Sales Management, Mortgage Lending, Customer Satisfaction, Strategic Planning, Sales, Customer Service, Analysis, Business Development, Financial Analysis, Finance, Account Management, Team Building, Project Management, Equities, Leadership, Relationship Management, Mutual Funds, Training
Education
University of Florida 1999 — 2001
Bachelor of Business Administration (BBA), Marketing/Economics
University of Florida 1999 — 2001
Marketing with minor in Economics, Business Administration and Management, General
Bank of America June 2014 - Present
Bank of America April 2011 - June 2014
Wachovia Bank May 2007 - November 2009
HomeBanc Mortgage Corp April 2006 - April 2007
Jacksonville Sheriff's Office February 2004 - April 2006
T-Mobile October 2002 - February 2004
Kirchman Corporation October 2001 - October 2002
Skills
USA PATRIOT Act, Anti Money Laundering, Bank Secrecy Act, Risk Management, OFAC, Banking, Investments, Credit, Loans, Sales Management, Mortgage Lending, Customer Satisfaction, Strategic Planning, Sales, Customer Service, Analysis, Business Development, Financial Analysis, Finance, Account Management, Team Building, Project Management, Equities, Leadership, Relationship Management, Mutual Funds, Training
Education
University of Florida 1999 — 2001
Bachelor of Business Administration (BBA), Marketing/Economics
University of Florida 1999 — 2001
Marketing with minor in Economics, Business Administration and Management, General
Woo Jin Cha's Wachovia Bank Experience 2007 - 2008
Job 401k Retirement Counselor at ADP
Industry Financial Services
Experience
ADP 2014 - Present
AIG SunAmerica 2013 - 2014
SchoolsFirst Federal Credit Union 2008 - 2013
Wachovia Bank 2007 - 2008
Bank of America 2005 - 2007
Education
University of California, Irvine 2000 — 2004
ADP 2014 - Present
AIG SunAmerica 2013 - 2014
SchoolsFirst Federal Credit Union 2008 - 2013
Wachovia Bank 2007 - 2008
Bank of America 2005 - 2007
Education
University of California, Irvine 2000 — 2004
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.