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
Margaret Roberts Margaret Roberts's Wachovia Bank Experience October 2005 - October 2009
Job Market President at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2006 - Present
Wachovia Bank October 2005 - October 2009
SouthTrust Bank July 1989 - October 2005
Skills
Loans, Financial Analysis, Credit, Banking, Portfolio Management
Education
Jacksonville State Univeristy 1985 — 1987
Master of Business Administration (M.B.A.), Finance and Management
The University of Iowa 1975 — 1977
Master's Degree, Piano Performance
University of Nebraska at Omaha 1968 — 1972
Bachelor's Degree, Music Performance, Piano
Wells Fargo February 2006 - Present
Wachovia Bank October 2005 - October 2009
SouthTrust Bank July 1989 - October 2005
Skills
Loans, Financial Analysis, Credit, Banking, Portfolio Management
Education
Jacksonville State Univeristy 1985 — 1987
Master of Business Administration (M.B.A.), Finance and Management
The University of Iowa 1975 — 1977
Master's Degree, Piano Performance
University of Nebraska at Omaha 1968 — 1972
Bachelor's Degree, Music Performance, Piano
Charles O'Kelley Charles O'Kelley's Wachovia Bank Experience October 1972 - October 1976
Job CFP at Summit Brokerage Services, Inc.
Industry Financial Services
Experience
Summit Brokerage Services, Inc. October 1972 - Present
Merrill Lynch October 1976 - October 1980
Wachovia Bank October 1972 - October 1976
Skills
Series 7, Investments, Retirement Planning, Strategic Financial..., Mutual Funds, Securities, Portfolio Management, Investment Advisory, Wealth Management, Equities, Series 63, Asset Management
Education
University of North Carolina at Chapel Hill 1967 — 1971
Bachelor of Arts (B.A.), Political Science and Government
Summit Brokerage Services, Inc. October 1972 - Present
Merrill Lynch October 1976 - October 1980
Wachovia Bank October 1972 - October 1976
Skills
Series 7, Investments, Retirement Planning, Strategic Financial..., Mutual Funds, Securities, Portfolio Management, Investment Advisory, Wealth Management, Equities, Series 63, Asset Management
Education
University of North Carolina at Chapel Hill 1967 — 1971
Bachelor of Arts (B.A.), Political Science and Government
Nicolle Landress Nicolle Landress's Wachovia Bank Experience August 2002 - January 2006
Job Regional Bank Private Banker at Wells Fargo Bank
Industry Investment Banking
Experience
Wells Fargo Bank August 2013 - Present
Wells Fargo Bank January 2006 - Present
Wachovia Bank August 2002 - January 2006
Wachovia Bank October 1997 - August 2002
Skills
Commercial Banking, Sales, CRM, Portfolio Management, Commercial Lending, Sales, Lending,..., Finance, Investments, Financial Services, Insurance, Sales Management, Wealth Management, Training, Sales Process, Team Leadership, Cross Selling, Banking, Relationship Management, Small Business Lending, Consumer Lending, Series 63, Loan Origination, Financial Analysis, Retail Banking, Series 7, Retirement Planning, Lines Of Credit, Cash Management, Strategic Financial..., Securities, Series 6, Valuation, Fixed Income, Equities, Loans, Mortgage Lending, Credit Analysis, Small Business, Mortgage Banking, Asset Management, Fixed Annuities, New Business Development, Refinance, Retirement, Financial Modeling, Life Insurance, Mutual Funds, Term Life Insurance, Financial Advisory, Asset Allocation
Education
University of Mississippi 1992 — 1996
Bachelor of Arts, English, Psychology
Gulfport High School 1990 — 1992
Wells Fargo Bank August 2013 - Present
Wells Fargo Bank January 2006 - Present
Wachovia Bank August 2002 - January 2006
Wachovia Bank October 1997 - August 2002
Skills
Commercial Banking, Sales, CRM, Portfolio Management, Commercial Lending, Sales, Lending,..., Finance, Investments, Financial Services, Insurance, Sales Management, Wealth Management, Training, Sales Process, Team Leadership, Cross Selling, Banking, Relationship Management, Small Business Lending, Consumer Lending, Series 63, Loan Origination, Financial Analysis, Retail Banking, Series 7, Retirement Planning, Lines Of Credit, Cash Management, Strategic Financial..., Securities, Series 6, Valuation, Fixed Income, Equities, Loans, Mortgage Lending, Credit Analysis, Small Business, Mortgage Banking, Asset Management, Fixed Annuities, New Business Development, Refinance, Retirement, Financial Modeling, Life Insurance, Mutual Funds, Term Life Insurance, Financial Advisory, Asset Allocation
Education
University of Mississippi 1992 — 1996
Bachelor of Arts, English, Psychology
Gulfport High School 1990 — 1992
Jo Anna Mackie Moore's Wachovia Bank Experience March 2006 - November 2008
Job Sacramento, California
Industry Staffing and Recruiting
Experience
Eternity Health Care Services / Capital City College January 2010 - Present
Education Management, Inc. (dba Blue Cliff College) June 2014 - April 2015
Heald College August 2010 - August 2012
Eternity Health Care Services April 2009 - December 2011
Le Cordon Bleu College February 2010 - August 2010
ASG American Signing Agents March 2006 - March 2009
Wachovia Bank March 2006 - November 2008
Alameda Computer Center Inc. November 1991 - December 2005
Skills
Supervisory Teaching..., School President for 14..., Admissions Director 2..., Senior Sales Mortgage..., Instructor Teaching..., Recruiting, Corporate Sales..., Staff Development, Training
Education
University of New Orleans 1976 — 1983
Bachelor's Degree, Business Administration and Management, General, a+
University of New Orleans 1976 — 1980
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, A
Eternity Health Care Services / Capital City College January 2010 - Present
Education Management, Inc. (dba Blue Cliff College) June 2014 - April 2015
Heald College August 2010 - August 2012
Eternity Health Care Services April 2009 - December 2011
Le Cordon Bleu College February 2010 - August 2010
ASG American Signing Agents March 2006 - March 2009
Wachovia Bank March 2006 - November 2008
Alameda Computer Center Inc. November 1991 - December 2005
Skills
Supervisory Teaching..., School President for 14..., Admissions Director 2..., Senior Sales Mortgage..., Instructor Teaching..., Recruiting, Corporate Sales..., Staff Development, Training
Education
University of New Orleans 1976 — 1983
Bachelor's Degree, Business Administration and Management, General, a+
University of New Orleans 1976 — 1980
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, A
Bert Newsome Bert Newsome's Wachovia Bank Experience May 1984 - February 1990
Job Managing Director at BB&T Capital Markets
Industry Capital Markets
Experience
BB&T Capital Markets 1990 - Present
Wachovia Bank May 1984 - February 1990
Skills
Investment Banking, Debt, Sell Side, Capital Markets, Leveraged Finance, Financial Structuring, Banking, Commercial Lending
Education
Wake Forest University - Babcock Graduate School of Management 1982 — 1984
Master of Business Administration (MBA), Finance and Financial Management Services
University of North Carolina at Chapel Hill 1978 — 1982
Bachelor of Arts (BA), Political Science and Government
BB&T Capital Markets 1990 - Present
Wachovia Bank May 1984 - February 1990
Skills
Investment Banking, Debt, Sell Side, Capital Markets, Leveraged Finance, Financial Structuring, Banking, Commercial Lending
Education
Wake Forest University - Babcock Graduate School of Management 1982 — 1984
Master of Business Administration (MBA), Finance and Financial Management Services
University of North Carolina at Chapel Hill 1978 — 1982
Bachelor of Arts (BA), Political Science and Government
carolyn luesing's Wachovia Bank Experience 1999 - 2004
Job
Industry Primary/Secondary Education
Experience
Carolyn Luesing & Associates 1985 - Present
Southern Company 1999 - 2005
Wachovia bank 1999 - 2004
Skills
Teaching, Research, Editing, Curriculum Design, PowerPoint, Curriculum Development, Microsoft Office, Microsoft Word, Microsoft Excel, English, Outlook, Staff Development, Instructional Design, Higher Education, Customer Service, Leadership Development, Fundraising, Nonprofits, Blogging, Social Networking, Coaching, Team Building, Training, Community Outreach, Leadership, Public Relations, Volunteer Management, Spanish, Social Media, Creative Writing, Event Planning, Administration
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), English
Carolyn Luesing & Associates 1985 - Present
Southern Company 1999 - 2005
Wachovia bank 1999 - 2004
Skills
Teaching, Research, Editing, Curriculum Design, PowerPoint, Curriculum Development, Microsoft Office, Microsoft Word, Microsoft Excel, English, Outlook, Staff Development, Instructional Design, Higher Education, Customer Service, Leadership Development, Fundraising, Nonprofits, Blogging, Social Networking, Coaching, Team Building, Training, Community Outreach, Leadership, Public Relations, Volunteer Management, Spanish, Social Media, Creative Writing, Event Planning, Administration
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), English
Frank Sands, CTP Frank Sands, CTP's Wachovia Bank Experience April 2001 - November 2011
Job Treasury Management Sales Consultant at Wells Fargo, SVP
Industry Financial Services
Experience
Wells Fargo April 2001 - Present
Wachovia Bank April 2001 - November 2011
First Union National Bank April 1998 - April 2001
NationsBank 1994 - 1996
Skills
Treasury Management, Business Process Review, Working Capital..., Liquidity Management, Electronic Payments, Commercial Banking, Relationship Management, Commercial Cards, Leadership, Procure-to-Pay, Solution Selling, Banking, Internet Banking, Accounts..., Business Process..., Cash Management, Treasury Services, ACH, Portfolio Management, Commercial Lending, Loans, Lines Of Credit, Cross Selling, Consumer Lending, Merchant Services, Financial Services, Credit Cards, Deposits, Asset Based Lending, Retail Banking, Loan Origination, Credit Risk, Credit, Financial Risk, Underwriting, Commercial Mortgages, Payment Systems, Mortgage Lending, Treasury, Banking Relationships
Education
University of North Carolina at Asheville
BA, Political Science, Math, History
Wells Fargo April 2001 - Present
Wachovia Bank April 2001 - November 2011
First Union National Bank April 1998 - April 2001
NationsBank 1994 - 1996
Skills
Treasury Management, Business Process Review, Working Capital..., Liquidity Management, Electronic Payments, Commercial Banking, Relationship Management, Commercial Cards, Leadership, Procure-to-Pay, Solution Selling, Banking, Internet Banking, Accounts..., Business Process..., Cash Management, Treasury Services, ACH, Portfolio Management, Commercial Lending, Loans, Lines Of Credit, Cross Selling, Consumer Lending, Merchant Services, Financial Services, Credit Cards, Deposits, Asset Based Lending, Retail Banking, Loan Origination, Credit Risk, Credit, Financial Risk, Underwriting, Commercial Mortgages, Payment Systems, Mortgage Lending, Treasury, Banking Relationships
Education
University of North Carolina at Asheville
BA, Political Science, Math, History
Robert Grigg Robert Grigg's Wachovia Bank Experience 2001 - 2008
Job Senior Director of Credit at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank 2008 - Present
Wachovia Bank 2001 - 2008
First Union National Bank 1992 - 2001
Southeast Bank 1979 - 1992
Walter E. Heller & Company 1975 - 1979
Skills
Commercial Lending, Credit Analysis, Credit, Wealth Management, Commercial Banking, Loans, Portfolio Management, Asset Based Lending, Middle Market, Underwriting, Banking, Credit Risk, Lines Of Credit, Private Banking, Risk Management, Financial Risk, Private Equity, Consumer Lending, Loan Origination, Mortgage Lending
Education
University of Miami 1973 — 1974
Master of Business Administration (M.B.A.)
University of South Florida 1971 — 1973
Bachelor of Arts (B.A.), Economics
Wells Fargo Bank 2008 - Present
Wachovia Bank 2001 - 2008
First Union National Bank 1992 - 2001
Southeast Bank 1979 - 1992
Walter E. Heller & Company 1975 - 1979
Skills
Commercial Lending, Credit Analysis, Credit, Wealth Management, Commercial Banking, Loans, Portfolio Management, Asset Based Lending, Middle Market, Underwriting, Banking, Credit Risk, Lines Of Credit, Private Banking, Risk Management, Financial Risk, Private Equity, Consumer Lending, Loan Origination, Mortgage Lending
Education
University of Miami 1973 — 1974
Master of Business Administration (M.B.A.)
University of South Florida 1971 — 1973
Bachelor of Arts (B.A.), Economics
Jeanine Tabaczynski Jeanine Tabaczynski's Wachovia Bank Experience April 1998 - December 2008
Job SVP Director of Digital Servicing at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2011 - Present
Wells Fargo January 2009 - May 2011
Wachovia Bank April 1998 - December 2008
First of America Services 1988 - 1998
Education
University of Michigan-Dearborn 1984 — 1988
BA, Economics - International Studies
University of Michigan-Dearborn 1984 — 1988
BA, Economics
Wells Fargo June 2011 - Present
Wells Fargo January 2009 - May 2011
Wachovia Bank April 1998 - December 2008
First of America Services 1988 - 1998
Education
University of Michigan-Dearborn 1984 — 1988
BA, Economics - International Studies
University of Michigan-Dearborn 1984 — 1988
BA, Economics
Gigi Elrod Gigi Elrod's Wachovia Bank Experience January 2005 - April 2010
Job Experienced Professional Banker
Industry Banking
Experience
PNC August 2015 - Present
Gateway Bank April 2012 - January 2015
SunTrust Bank April 2011 - April 2012
First South Bank June 2010 - November 2010
Wachovia Bank January 2005 - April 2010
BB&T December 1996 - January 2005
Skills
Mortgage Lending, Loans, Retail Banking, Credit, Customer Service, Banking, Sales, Commercial Banking, Loan Origination, Mortgage Banking, Small Business Lending, Credit Analysis, FHA, Refinance, Residential Mortgages, Consumer Lending, Financial Analysis, Management, Finance, Commercial Lending
Education
University of Mount Olive
PNC August 2015 - Present
Gateway Bank April 2012 - January 2015
SunTrust Bank April 2011 - April 2012
First South Bank June 2010 - November 2010
Wachovia Bank January 2005 - April 2010
BB&T December 1996 - January 2005
Skills
Mortgage Lending, Loans, Retail Banking, Credit, Customer Service, Banking, Sales, Commercial Banking, Loan Origination, Mortgage Banking, Small Business Lending, Credit Analysis, FHA, Refinance, Residential Mortgages, Consumer Lending, Financial Analysis, Management, Finance, Commercial Lending
Education
University of Mount Olive
Collin Clarke Collin Clarke's Wachovia Bank Experience April 2005 - June 2007
Job Owner at Collin Clarke State Farm Agency
Industry Financial Services
Experience
Collin Clarke Insurance Agency February 2012 - Present
Family Legacy Mental Health Services March 2011 - February 2012
SunTrust Bank June 2007 - March 2011
Wachovia Bank April 2005 - June 2007
American Express Financial Advisors April 2002 - April 2005
Skills
Public Speaking, Strategic Planning, Customer Service, Research, Budgets, Property & Casualty..., Life Insurance, Investments, Retail Banking, Finance, Auditing, Financial Planning, Risk Management, Team Building
Education
University of Miami - School of Business
Collin Clarke Insurance Agency February 2012 - Present
Family Legacy Mental Health Services March 2011 - February 2012
SunTrust Bank June 2007 - March 2011
Wachovia Bank April 2005 - June 2007
American Express Financial Advisors April 2002 - April 2005
Skills
Public Speaking, Strategic Planning, Customer Service, Research, Budgets, Property & Casualty..., Life Insurance, Investments, Retail Banking, Finance, Auditing, Financial Planning, Risk Management, Team Building
Education
University of Miami - School of Business
Courtney Spencer Courtney Spencer's Wachovia Bank Experience June 1993 - July 2003
Job Human ResourcesStrategic Business Partner at Square 1 Bank
Industry Human Resources
Experience
Square 1 Bank January 2014 - Present
Square 1 Bank August 2010 - December 2013
Wachovia - Wells Fargo August 2003 - February 2010
Wachovia Bank June 1993 - July 2003
Skills
Compensation & Benefits..., Employee Relations, Strategic Planning, HR Metrics, Retention Strategies, Key Performance..., Performance Metrics, Employee Engagement, Incentive Programs, Performance Measurement, Budget Process, Reporting & Analysis, Employee Training, Change Management, Due Diligence, Mergers & Acquisitions, Finance
Education
The College of William and Mary 1991 — 1993
Master of Business Administration (MBA), Management Information Systems
University of North Carolina at Chapel Hill 1986 — 1990
Bachelor's degree, Health Policy and Administration
Square 1 Bank January 2014 - Present
Square 1 Bank August 2010 - December 2013
Wachovia - Wells Fargo August 2003 - February 2010
Wachovia Bank June 1993 - July 2003
Skills
Compensation & Benefits..., Employee Relations, Strategic Planning, HR Metrics, Retention Strategies, Key Performance..., Performance Metrics, Employee Engagement, Incentive Programs, Performance Measurement, Budget Process, Reporting & Analysis, Employee Training, Change Management, Due Diligence, Mergers & Acquisitions, Finance
Education
The College of William and Mary 1991 — 1993
Master of Business Administration (MBA), Management Information Systems
University of North Carolina at Chapel Hill 1986 — 1990
Bachelor's degree, Health Policy and Administration
Chris McCutcheon Chris McCutcheon's Wachovia Bank Experience 2004 - 2007
Job Senior Business Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank 2009 - Present
RBC Wealth Management – Private Banking 2007 - 2009
Wachovia Bank 2004 - 2007
Creative Neon, Inc 1995 - 2003
Skills
Credit Risk, Credit Analysis, Treasury Management, Sales, Risk Management, Project Management, Strategic Planning, Banking, Commercial Banking, Commercial Lending, Credit, Finance, Financial Analysis, Loans, Management, Small Business Lending, Portfolio Management, Strategy, Underwriting
Education
UNC Chapel Hill 1986 — 1990
BA, Economics
Wells Fargo Bank 2009 - Present
RBC Wealth Management – Private Banking 2007 - 2009
Wachovia Bank 2004 - 2007
Creative Neon, Inc 1995 - 2003
Skills
Credit Risk, Credit Analysis, Treasury Management, Sales, Risk Management, Project Management, Strategic Planning, Banking, Commercial Banking, Commercial Lending, Credit, Finance, Financial Analysis, Loans, Management, Small Business Lending, Portfolio Management, Strategy, Underwriting
Education
UNC Chapel Hill 1986 — 1990
BA, Economics
Joey Putnam Joey Putnam's Wachovia Bank Experience October 2006 - September 2008
Job VP Learning & Development at Caliber Home Loans
Industry Financial Services
Experience
Caliber Home Loans August 2015 - Present
Capital One May 2013 - August 2015
Capital One Home Loans October 2010 - April 2013
Capital One April 2010 - October 2010
RTP Pathfinders Networking Group August 2009 - October 2009
Wachovia Mortgage September 2008 - September 2009
Wachovia Bank October 2006 - September 2008
Wachovia Bank June 2005 - October 2006
Wachovia Bank July 2003 - June 2005
Wachovia Bank January 1996 - August 2003
Skills
Process Improvement, Program Management, Change Management, Leadership, Team Building, Training, Team Leadership, Management, Project Management, Strategic Planning, Strategy, Integration, Risk Management, Business Analysis, Mortgage Lending, Mortgage Banking, Banking, Executive Management, Loans, Sales, Software Documentation, CRM, Analytics, Human Resources, Loan Origination, Sales Operations, Financial Services, Mergers & Acquisitions, Call Centers
Education
University of North Alabama 1986 — 1990
BS, Business Management - Biology Minor
Caliber Home Loans August 2015 - Present
Capital One May 2013 - August 2015
Capital One Home Loans October 2010 - April 2013
Capital One April 2010 - October 2010
RTP Pathfinders Networking Group August 2009 - October 2009
Wachovia Mortgage September 2008 - September 2009
Wachovia Bank October 2006 - September 2008
Wachovia Bank June 2005 - October 2006
Wachovia Bank July 2003 - June 2005
Wachovia Bank January 1996 - August 2003
Skills
Process Improvement, Program Management, Change Management, Leadership, Team Building, Training, Team Leadership, Management, Project Management, Strategic Planning, Strategy, Integration, Risk Management, Business Analysis, Mortgage Lending, Mortgage Banking, Banking, Executive Management, Loans, Sales, Software Documentation, CRM, Analytics, Human Resources, Loan Origination, Sales Operations, Financial Services, Mergers & Acquisitions, Call Centers
Education
University of North Alabama 1986 — 1990
BS, Business Management - Biology Minor
Lori Aldridge-Love Lori Aldridge-Love's Wachovia Bank Experience June 2006 - Present
Job Learning and Development Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2009 - Present
Wachovia, A Wells Fargo Company 2009 - Present
Wells Fargo Bank 2009 - Present
Wachovia Bank June 2006 - Present
Wachovia Bank July 2005 - June 2006
Wachovia Bank April 2002 - July 2005
Belk Stores Services June 1985 - August 1995
Skills
PMP, Instructional Design, E-learning, PMI, Adult Education, Instructor-led Training, Blended Learning, PMO, ADDIE, Instructional Technology, Curriculum Design, Learning Management, Distance Learning, E-learning Development, Online Training, Classroom Instruction, Web-based Training, Curriculum Development, Training Delivery, Performance Consulting, Needs Analysis, Classroom
Education
University of North Carolina at Chapel Hill 1978 — 1982
BS, Political Science, Psychology
Wells Fargo 2009 - Present
Wachovia, A Wells Fargo Company 2009 - Present
Wells Fargo Bank 2009 - Present
Wachovia Bank June 2006 - Present
Wachovia Bank July 2005 - June 2006
Wachovia Bank April 2002 - July 2005
Belk Stores Services June 1985 - August 1995
Skills
PMP, Instructional Design, E-learning, PMI, Adult Education, Instructor-led Training, Blended Learning, PMO, ADDIE, Instructional Technology, Curriculum Design, Learning Management, Distance Learning, E-learning Development, Online Training, Classroom Instruction, Web-based Training, Curriculum Development, Training Delivery, Performance Consulting, Needs Analysis, Classroom
Education
University of North Carolina at Chapel Hill 1978 — 1982
BS, Political Science, Psychology
John(Phil) Freightman John(Phil) Freightman's Wachovia Bank Experience November 1989 - March 1994
Job Director at Atlanta Public Schools
Industry Primary/Secondary Education
Experience
Consultant November 2013 - Present
Atlanta Public Schools October 2009 - November 2013
Atlanta Public Schools July 2002 - October 2009
Atlanta Public Schools February 2001 - July 2002
Arcadia Financial April 1994 - January 2001
Wachovia Bank November 1989 - March 1994
Skills
Educational Leadership, Staff Development, Curriculum Development, Educational Technology, Curriculum Design, Teacher Training, Classroom, Teaching, Instructional Design, K-12, Public Speaking, Nonprofits
Education
University of Mississippi 1977 — 1982
Bachelor of Science (BS), Business, Management, Finance & Marketing
Consultant November 2013 - Present
Atlanta Public Schools October 2009 - November 2013
Atlanta Public Schools July 2002 - October 2009
Atlanta Public Schools February 2001 - July 2002
Arcadia Financial April 1994 - January 2001
Wachovia Bank November 1989 - March 1994
Skills
Educational Leadership, Staff Development, Curriculum Development, Educational Technology, Curriculum Design, Teacher Training, Classroom, Teaching, Instructional Design, K-12, Public Speaking, Nonprofits
Education
University of Mississippi 1977 — 1982
Bachelor of Science (BS), Business, Management, Finance & Marketing
Andy Howren Andy Howren's Wachovia Bank Experience March 2004 - June 2005
Job Regional Sales Manager at Courtesy Products
Industry Hospitality
Experience
Courtesy Products November 2013 - Present
Courtesy Products May 2007 - November 2013
Revelation Products July 2005 - May 2007
Wachovia Bank March 2004 - June 2005
Skills
Account Management, Marketing Strategy, Direct Sales, New Business Development, Leadership, Sales, Sales Management, Contract Negotiation, B2B, Negotiation, Customer Satisfaction, Sales Operations, Cold Calling, Customer Service, Microsoft Excel
Education
University of Missouri-Columbia 1997 — 2001
Parkway South High School
Courtesy Products November 2013 - Present
Courtesy Products May 2007 - November 2013
Revelation Products July 2005 - May 2007
Wachovia Bank March 2004 - June 2005
Skills
Account Management, Marketing Strategy, Direct Sales, New Business Development, Leadership, Sales, Sales Management, Contract Negotiation, B2B, Negotiation, Customer Satisfaction, Sales Operations, Cold Calling, Customer Service, Microsoft Excel
Education
University of Missouri-Columbia 1997 — 2001
Parkway South High School
Mark Courtright's Wachovia Bank Experience January 1998 - January 2000
Job Instructor; Elon University Love School of Business
Industry Marketing and Advertising
Experience
Elon University August 2013 - Present
Elon University August 2010 - August 2013
Courtright Consulting June 1995 - August 2010
The Servant Center January 2005 - July 2009
Volvo Commercial Finance January 2001 - January 2003
eDesignersource, Inc January 2000 - January 2001
Wachovia Bank January 1998 - January 2000
Center for Creative Leadership January 1990 - January 1995
Kayser-Roth Corporation January 1982 - January 1990
Skills
Change Management, Marketing Strategy, Market Planning, Recruiting, Staff Development, Business Analysis, Leadership Development, Organizational..., Public Speaking, Coaching, Strategic Planning, Team Building, Business Strategy, Market Research, Start-ups, Marketing, Analysis, Advertising, Product Development
Education
Wake Forest University - Babcock Graduate School of Management 1980 — 1982
MBA
University of North Carolina at Chapel Hill 1970 — 1974
BS, Industrial Relations dbl Psychology
Elon University August 2013 - Present
Elon University August 2010 - August 2013
Courtright Consulting June 1995 - August 2010
The Servant Center January 2005 - July 2009
Volvo Commercial Finance January 2001 - January 2003
eDesignersource, Inc January 2000 - January 2001
Wachovia Bank January 1998 - January 2000
Center for Creative Leadership January 1990 - January 1995
Kayser-Roth Corporation January 1982 - January 1990
Skills
Change Management, Marketing Strategy, Market Planning, Recruiting, Staff Development, Business Analysis, Leadership Development, Organizational..., Public Speaking, Coaching, Strategic Planning, Team Building, Business Strategy, Market Research, Start-ups, Marketing, Analysis, Advertising, Product Development
Education
Wake Forest University - Babcock Graduate School of Management 1980 — 1982
MBA
University of North Carolina at Chapel Hill 1970 — 1974
BS, Industrial Relations dbl Psychology
Dale Taylor Dale Taylor's Wachovia Bank Experience 2005 - 2007
Job Finance
Industry Banking
Experience
Taylor Resources, LLC 2011 - Present
Wells Fargo Bank 2010 - 2011
Regions Financial Corporation 2007 - 2009
Wachovia Bank 2005 - 2007
SouthTrust Community Reinvestment Company 1997 - 2005
Skills
Affordable Housing, Community Development, Commercial Lending, Due Diligence, Construction Loans, New MarketsTax Credits, Low Income Housing Tax..., Loans, Portfolio Management, Credit, LIHTC, Finance, Asset Management, Valuation, Investments, Real Estate Economics, Real Estate, Commercial Mortgages, Financial Analysis, Underwriting, Small Business Lending, Real Estate Transactions, Real Estate Financing, Funding, Credit Analysis, Disposition, Banking, Financial Structuring, Loan Origination, Brokerage, Commercial Banking, Leases, Mortgage Lending, Real Estate Development, Commercial Real Estate, Investment Properties, HUD
Education
University of North Alabama 1971 — 1975
Bachelor of Science, Administration/Economics
Taylor Resources, LLC 2011 - Present
Wells Fargo Bank 2010 - 2011
Regions Financial Corporation 2007 - 2009
Wachovia Bank 2005 - 2007
SouthTrust Community Reinvestment Company 1997 - 2005
Skills
Affordable Housing, Community Development, Commercial Lending, Due Diligence, Construction Loans, New MarketsTax Credits, Low Income Housing Tax..., Loans, Portfolio Management, Credit, LIHTC, Finance, Asset Management, Valuation, Investments, Real Estate Economics, Real Estate, Commercial Mortgages, Financial Analysis, Underwriting, Small Business Lending, Real Estate Transactions, Real Estate Financing, Funding, Credit Analysis, Disposition, Banking, Financial Structuring, Loan Origination, Brokerage, Commercial Banking, Leases, Mortgage Lending, Real Estate Development, Commercial Real Estate, Investment Properties, HUD
Education
University of North Alabama 1971 — 1975
Bachelor of Science, Administration/Economics
Debbie Mackie Debbie Mackie's Wachovia Bank Experience 2000 - 2009
Job Medical Secretary at Nemours Children's Clinic
Industry Medical Practice
Experience
Nemours Children's Clinic November 2008 - Present
Wachovia Bank 2000 - 2009
Skills
Customer Service, Event Planning, Public Speaking, Teamwork, Microsoft Office, Healthcare, Coaching, Research, Microsoft Word, Microsoft Outlook,..., Data Entry, Microsoft Excel
Education
University of North Alabama 1968 — 1972
BS, Secretarial Science, minor English
Nemours Children's Clinic November 2008 - Present
Wachovia Bank 2000 - 2009
Skills
Customer Service, Event Planning, Public Speaking, Teamwork, Microsoft Office, Healthcare, Coaching, Research, Microsoft Word, Microsoft Outlook,..., Data Entry, Microsoft Excel
Education
University of North Alabama 1968 — 1972
BS, Secretarial Science, minor English
Hemant Pradhan's Wachovia Bank Experience January 1998 - June 2000
Job
Industry Banking
Experience
Financial Industry Regulatory Authority August 2013 - Present
Deloitte Touche Tohmatsu February 2011 - July 2013
Fannie Mae April 2004 - February 2011
Fannie Mae January 2002 - April 2004
Merkle Direct Marketing June 2000 - June 2001
Wachovia Bank January 1998 - June 2000
Central Fidelity National Bank February 1996 - January 1998
Capital One December 1994 - February 1996
American Express November 1992 - June 1993
RAND Corporation June 1987 - June 1991
Skills
Financial Risk, Credit, Analytics, Loans, Internal Controls, Project Management, Leadership, Management, Credit Cards, Databases, Risk Management, Financial Modeling
Education
University of Southern California 1989 — 1992
Master of Business Administration (M.B.A.)
University of Southern California 1985 — 1987
Master of Science (M.S.), Electrical Engineering
University of Michigan 1981 — 1985
Bachelor of Science, Electrical Engineering
Financial Industry Regulatory Authority August 2013 - Present
Deloitte Touche Tohmatsu February 2011 - July 2013
Fannie Mae April 2004 - February 2011
Fannie Mae January 2002 - April 2004
Merkle Direct Marketing June 2000 - June 2001
Wachovia Bank January 1998 - June 2000
Central Fidelity National Bank February 1996 - January 1998
Capital One December 1994 - February 1996
American Express November 1992 - June 1993
RAND Corporation June 1987 - June 1991
Skills
Financial Risk, Credit, Analytics, Loans, Internal Controls, Project Management, Leadership, Management, Credit Cards, Databases, Risk Management, Financial Modeling
Education
University of Southern California 1989 — 1992
Master of Business Administration (M.B.A.)
University of Southern California 1985 — 1987
Master of Science (M.S.), Electrical Engineering
University of Michigan 1981 — 1985
Bachelor of Science, Electrical Engineering
Alison Lyewski, NCP Alison Lyewski, NCP's Wachovia Bank Experience November 1991 - February 2002
Job
Industry Banking
Experience
Suntrust Banks Inc January 2015 - Present
SunTrust Bank June 2010 - Present
SunTrust Bank January 2002 - May 2010
Wachovia Bank November 1991 - February 2002
Skills
Leadership, Management, Banking, Payments, Process Improvement, Vendor Management, Business Analysis, Operations Management, Executive Management, Budgets, Project Management, Mergers & Acquisitions, Change Management, Enterprise Software, Outsourcing, SDLC, Team Leadership, Team Building, Integration, Business Process..., Financial Analysis, Analysis, Electronic Payments, ACH
Education
University of North Carolina at Asheville 1987 — 1991
Bachelor of Science (BS)
Suntrust Banks Inc January 2015 - Present
SunTrust Bank June 2010 - Present
SunTrust Bank January 2002 - May 2010
Wachovia Bank November 1991 - February 2002
Skills
Leadership, Management, Banking, Payments, Process Improvement, Vendor Management, Business Analysis, Operations Management, Executive Management, Budgets, Project Management, Mergers & Acquisitions, Change Management, Enterprise Software, Outsourcing, SDLC, Team Leadership, Team Building, Integration, Business Process..., Financial Analysis, Analysis, Electronic Payments, ACH
Education
University of North Carolina at Asheville 1987 — 1991
Bachelor of Science (BS)
Robert Mauldin's Wachovia Bank Experience 2004 - 2006
Job Experienced Senior Product Management Executive, Innovator, Process Designer and Change Manager
Industry Financial Services
Experience
Bank of America January 2012 - 2015
Bank of America February 2006 - January 2012
Wachovia Bank 2004 - 2006
Bank of America 1992 - 2004
Royal Insurance / PFA Inc. 1990 - 1992
American Bankers Association 1987 - 1990
AIG 1983 - 1987
Skills
P&L Management, New Business Development, Six Sigma, Product Management, Product Development, Strategic Planning, Consensus Building, Insurance, Customer Experience, Cross-functional Team..., Vendor Management, Customer Retention, Strategy Development, Strategic Partnerships, Executive Management, Process Improvement, Business Transformation, Customer Acquisition, Change Leadership, Business Strategy, Process Engineering, Product Innovation, Product Life Cycle..., Product Strategy, Sales Process, P&L, Thought Leadership, Strategic Leadership, Strategic Consulting, Operational Excellence, P&L responsibility, Operational Efficiency, Strategic Thinking, Product Marketing, Product Launch, Pricing, Enterprise Risk..., Risk Management, Direct Marketing, Marketing Management, Sales Management, Relationship Management, Loans, Management Consulting, Cross Selling, Operational Risk..., Change Management, Financial Services, Strategy, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill
BA, Political Science
Bank of America January 2012 - 2015
Bank of America February 2006 - January 2012
Wachovia Bank 2004 - 2006
Bank of America 1992 - 2004
Royal Insurance / PFA Inc. 1990 - 1992
American Bankers Association 1987 - 1990
AIG 1983 - 1987
Skills
P&L Management, New Business Development, Six Sigma, Product Management, Product Development, Strategic Planning, Consensus Building, Insurance, Customer Experience, Cross-functional Team..., Vendor Management, Customer Retention, Strategy Development, Strategic Partnerships, Executive Management, Process Improvement, Business Transformation, Customer Acquisition, Change Leadership, Business Strategy, Process Engineering, Product Innovation, Product Life Cycle..., Product Strategy, Sales Process, P&L, Thought Leadership, Strategic Leadership, Strategic Consulting, Operational Excellence, P&L responsibility, Operational Efficiency, Strategic Thinking, Product Marketing, Product Launch, Pricing, Enterprise Risk..., Risk Management, Direct Marketing, Marketing Management, Sales Management, Relationship Management, Loans, Management Consulting, Cross Selling, Operational Risk..., Change Management, Financial Services, Strategy, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill
BA, Political Science
Jeremy Pierce's Wachovia Bank Experience April 2006 - December 2010
Job Realtor
Industry Real Estate
Experience
Keller Williams Realty Cary March 2011 - Present
Wachovia Bank April 2006 - December 2010
Enterprise Rent-A-Car September 2001 - April 2006
Skills
Real Estate, First Time Home Buyers, Customer Service, Sales, Residential Homes, Real Estate Transactions, Contract Negotiation, Referrals, Selling, Banking, Loans, Marketing, Short Sales, Mortgage Lending, Finance, Foreclosures, Investment Properties, Team Building, Single Family Homes
Education
University of North Carolina at Chapel Hill 1997 — 2001
BS Business Administration, Finance, General
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 2001
BS, Business Administration
Keller Williams Realty Cary March 2011 - Present
Wachovia Bank April 2006 - December 2010
Enterprise Rent-A-Car September 2001 - April 2006
Skills
Real Estate, First Time Home Buyers, Customer Service, Sales, Residential Homes, Real Estate Transactions, Contract Negotiation, Referrals, Selling, Banking, Loans, Marketing, Short Sales, Mortgage Lending, Finance, Foreclosures, Investment Properties, Team Building, Single Family Homes
Education
University of North Carolina at Chapel Hill 1997 — 2001
BS Business Administration, Finance, General
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 2001
BS, Business Administration
Jeff Sims Jeff Sims's Wachovia Bank Experience 1989 - 1996
Job Small Business Specialist at BB&T
Industry Banking
Experience
BB&T March 2011 - Present
Bank of Granite 2007 - 2011
North Carolina National Guard 1985 - 2010
SunTrust - Central Carolina Bank 1996 - 2007
Wachovia Bank 1989 - 1996
Education
University of North Carolina at Chapel Hill 1985 — 1989
BS, Business Administration
T. Wingate Andrews High School 1982 — 1985
BB&T March 2011 - Present
Bank of Granite 2007 - 2011
North Carolina National Guard 1985 - 2010
SunTrust - Central Carolina Bank 1996 - 2007
Wachovia Bank 1989 - 1996
Education
University of North Carolina at Chapel Hill 1985 — 1989
BS, Business Administration
T. Wingate Andrews High School 1982 — 1985
Coy Gillenwater's Wachovia Bank Experience November 2000 - December 2010
Job Lead Systems Engineer at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo January 2009 - Present
Wachovia Bank November 2000 - December 2010
Wells Fargo Bank October 2008 - January 2009
Wachovia Corporation January 2005 - December 2008
First Union Corporation November 2000 - December 2004
Bank of America June 1999 - November 2000
Bank of America June 1999 - November 2000
Entergy August 1997 - June 1999
Entergy Corp August 1996 - June 1999
Circuit City August 1995 - August 1997
Skills
Systems Management, Solution Architecture, Solutions Engineering, Suse, Perl, AIX, HP-UX, Integration, VMware, WebSphere MQ, Cloud Computing, High Availability, ITIL, Unix, Enterprise Software, SDLC, Unix Shell Scripting, Disaster Recovery, Red Hat Linux, Infrastructure
Education
University of New Orleans 1989 — 1993
Computer Science
University of New Orleans 1989 — 1993
Computer Science, Computer Information Systems
Delgado Junior College
Wells Fargo January 2009 - Present
Wachovia Bank November 2000 - December 2010
Wells Fargo Bank October 2008 - January 2009
Wachovia Corporation January 2005 - December 2008
First Union Corporation November 2000 - December 2004
Bank of America June 1999 - November 2000
Bank of America June 1999 - November 2000
Entergy August 1997 - June 1999
Entergy Corp August 1996 - June 1999
Circuit City August 1995 - August 1997
Skills
Systems Management, Solution Architecture, Solutions Engineering, Suse, Perl, AIX, HP-UX, Integration, VMware, WebSphere MQ, Cloud Computing, High Availability, ITIL, Unix, Enterprise Software, SDLC, Unix Shell Scripting, Disaster Recovery, Red Hat Linux, Infrastructure
Education
University of New Orleans 1989 — 1993
Computer Science
University of New Orleans 1989 — 1993
Computer Science, Computer Information Systems
Delgado Junior College
Lynn Moore, PMP Lynn Moore, PMP's Wachovia Bank Experience April 2007 - March 2008
Job Product Manager Online Sales and Service Public Site Optimization and Global at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2013 - Present
Bank of America June 2012 - October 2013
Wachovia/Wells Fargo February 2010 - March 2012
Visa September 2008 - November 2009
Wachovia Bank April 2007 - March 2008
Wachovia January 2002 - April 2007
Skills
Direct Marketing, Marketing Communications, Strategy, Product Marketing, Marketing, Digital Marketing, Integrated Marketing, Leadership, Management, Training, Strategic Planning, Brand Management, Marketing Strategy, Sales, Advertising, E-commerce
Education
University of North Carolina at Chapel Hill 1985 — 1989
BS, Business Administration
Wells Fargo November 2013 - Present
Bank of America June 2012 - October 2013
Wachovia/Wells Fargo February 2010 - March 2012
Visa September 2008 - November 2009
Wachovia Bank April 2007 - March 2008
Wachovia January 2002 - April 2007
Skills
Direct Marketing, Marketing Communications, Strategy, Product Marketing, Marketing, Digital Marketing, Integrated Marketing, Leadership, Management, Training, Strategic Planning, Brand Management, Marketing Strategy, Sales, Advertising, E-commerce
Education
University of North Carolina at Chapel Hill 1985 — 1989
BS, Business Administration
Jeff Mette Jeff Mette's Wachovia Bank Experience 1998 - 2002
Job Vice President of Business Development at Cardinal Web Solutions, LLC
Industry Marketing and Advertising
Experience
Cardinal Web Solutions, LLC 2014 - Present
Mette Media January 2009 - June 2014
Medium Blue June 2012 - February 2014
Connect Marketing Publications, Inc 2002 - 2010
QuickEd – The Contractor School December 2008 - May 2009
Wachovia Bank 1998 - 2002
Skills
Content Marketing, Online Marketing, Lead Generation, Online Lead Generation, Inbound, Search Engine..., Google Adwords, Google Analytics, Google Maps, Website Development, New Business Development, SEO, Sales, Strategy, Marketing, Social Media Marketing, Marketing Strategy, B2B, Advertising, PPC, Social Media, Web Marketing, Web Design, Online Advertising, Sales Process, Strategic Planning, Management, Leadership
Education
University of Missouri-Columbia 1990 — 1994
Cardinal Web Solutions, LLC 2014 - Present
Mette Media January 2009 - June 2014
Medium Blue June 2012 - February 2014
Connect Marketing Publications, Inc 2002 - 2010
QuickEd – The Contractor School December 2008 - May 2009
Wachovia Bank 1998 - 2002
Skills
Content Marketing, Online Marketing, Lead Generation, Online Lead Generation, Inbound, Search Engine..., Google Adwords, Google Analytics, Google Maps, Website Development, New Business Development, SEO, Sales, Strategy, Marketing, Social Media Marketing, Marketing Strategy, B2B, Advertising, PPC, Social Media, Web Marketing, Web Design, Online Advertising, Sales Process, Strategic Planning, Management, Leadership
Education
University of Missouri-Columbia 1990 — 1994
Dondrea Bryant's Wachovia Bank Experience 2004 - 2006
Job Senior Independent Director at Thirtyone Gifts
Industry Consumer Goods
Experience
Thirty-One Gifts May 2013 - Present
Thirty-One Gifts November 2012 - April 2013
Thirty-One Gifts January 2012 - October 2012
Wachovia Bank 2004 - 2006
Summit Properties 2002 - 2003
Skills
Team Building, Customer Service, Sales, Leadership Development, Strategic Planning, Recruiting, Retail, Marketing, Budgets, Business Development, Negotiation, Microsoft Office, Process Improvement, Direct Sales, Management, Team Leadership, Training, Inventory Management, Change Management, Time Management, Leadership, Organizational..., Marketing Strategy
Education
University of North Carolina at Chapel Hill 1994 — 1998
BS, Art/Art Studies, General
Thirty-One Gifts May 2013 - Present
Thirty-One Gifts November 2012 - April 2013
Thirty-One Gifts January 2012 - October 2012
Wachovia Bank 2004 - 2006
Summit Properties 2002 - 2003
Skills
Team Building, Customer Service, Sales, Leadership Development, Strategic Planning, Recruiting, Retail, Marketing, Budgets, Business Development, Negotiation, Microsoft Office, Process Improvement, Direct Sales, Management, Team Leadership, Training, Inventory Management, Change Management, Time Management, Leadership, Organizational..., Marketing Strategy
Education
University of North Carolina at Chapel Hill 1994 — 1998
BS, Art/Art Studies, General
Elaine Vastis Elaine Vastis's Wachovia Bank Experience 1995 - 2000
Job Manager at Raftelis Financial Consultants, Inc.
Industry Financial Services
Experience
Raftelis Financial Consultants, Inc. November 2000 - Present
Wachovia Bank 1995 - 2000
Education
Wake Forest University - Babcock Graduate School of Management 2002 — 2004
MBA, Finance
UNC Chapel Hill 1991 — 1995
BSBA, Business Administration
Raftelis Financial Consultants, Inc. November 2000 - Present
Wachovia Bank 1995 - 2000
Education
Wake Forest University - Babcock Graduate School of Management 2002 — 2004
MBA, Finance
UNC Chapel Hill 1991 — 1995
BSBA, Business Administration
Annette Godown Annette Godown's Wachovia Bank Experience December 1982 - August 1988
Job Faculty/Tourism & Event Mgmt Program/Website Coordinator, Gary E. West College of Business, West Liberty University
Industry Higher Education
Experience
West Liberty University June 2004 - Present
Wachovia Bank December 1982 - August 1988
Education
University of North Carolina at Chapel Hill 1980 — 1982
Master of Business Administration (M.B.A.), Business/Commerce, General
Wheeling Jesuit University 1976 — 1978
Bachelor of Arts (B.A.), English Language and Literature/Letters
Ohio Valley General Hospital School of Nursing 1975 — 1976
Registered Nursing/Registered Nurse
West Virginia University 1974 — 1975
German Language and Literature
West Liberty University June 2004 - Present
Wachovia Bank December 1982 - August 1988
Education
University of North Carolina at Chapel Hill 1980 — 1982
Master of Business Administration (M.B.A.), Business/Commerce, General
Wheeling Jesuit University 1976 — 1978
Bachelor of Arts (B.A.), English Language and Literature/Letters
Ohio Valley General Hospital School of Nursing 1975 — 1976
Registered Nursing/Registered Nurse
West Virginia University 1974 — 1975
German Language and Literature
Kimberly McConnell (Leonard) Kimberly McConnell (Leonard)'s Wachovia Bank Experience September 2002 - September 2004
Job Human Resources & Finance
Industry Construction
Experience
Mary Kay Inc. Human ResourcesM&P ReynoldsMay 2008 - January 2009
LNR Property Corporation December 2007 - April 2008
Moss & Associates November 2005 - July 2007
Cedars Medical Center September 2004 - October 2005
Wachovia Bank September 2002 - September 2004
Skills
Budgets, Accounts Payable, Account Reconciliation, Accounting, Financial Modeling, Payroll, Human Resources, Microsoft Excel
Education
University of Miami - School of Business 2001 — 2002
MBA, Corporate Finance & Banking
University of Miami 1997 — 2001
BBA, Finance & Marketing
Mary Kay Inc. Human ResourcesM&P ReynoldsMay 2008 - January 2009
LNR Property Corporation December 2007 - April 2008
Moss & Associates November 2005 - July 2007
Cedars Medical Center September 2004 - October 2005
Wachovia Bank September 2002 - September 2004
Skills
Budgets, Accounts Payable, Account Reconciliation, Accounting, Financial Modeling, Payroll, Human Resources, Microsoft Excel
Education
University of Miami - School of Business 2001 — 2002
MBA, Corporate Finance & Banking
University of Miami 1997 — 2001
BBA, Finance & Marketing
Tom Perlinger Tom Perlinger's Wachovia Bank Experience 1992 - 2008
Job Valuation Vendor Management at Fannie Mae
Industry Financial Services
Experience
Fannie Mae March 2011 - Present
Real Estate Appraisal Solutions LLC July 2009 - May 2011
Wachovia Bank 1992 - 2008
Skills
Appraisals, Leadership, Loss Mitigation, Management, Valuation, Operations Management, Mortgage Lending, Team Leadership, Foreclosures, Banking, Training, Mortgage Banking, Risk Management, Short Sales, REO, Loans, FHA, Residential Homes, Asset Management, Real Estate Economics, Default, Commercial Real Estate, Loan Origination, Mortgage Underwriting
Education
University of Nebraska at Kearney 1979 — 1982
Bachelor of Science, Bus. Admininstration & Real Estate
Fannie Mae March 2011 - Present
Real Estate Appraisal Solutions LLC July 2009 - May 2011
Wachovia Bank 1992 - 2008
Skills
Appraisals, Leadership, Loss Mitigation, Management, Valuation, Operations Management, Mortgage Lending, Team Leadership, Foreclosures, Banking, Training, Mortgage Banking, Risk Management, Short Sales, REO, Loans, FHA, Residential Homes, Asset Management, Real Estate Economics, Default, Commercial Real Estate, Loan Origination, Mortgage Underwriting
Education
University of Nebraska at Kearney 1979 — 1982
Bachelor of Science, Bus. Admininstration & Real Estate
Camille Burton Camille Burton's Wachovia Bank Experience June 1998 - August 2001
Job CoPastor/Chief Administrator at Water of Life Christian Church
Industry Religious Institutions
Experience
Water of Life Christian Church October 1998 - Present
Wachovia Bank June 1998 - August 2001
Full Gospel Baptist Church Fellowship of North Carolina July 1995 - May 1998
University of North Carolina at Chapel Hill April 1992 - September 1994
Skills
Event Planning, Gospel, Leadership Development, Microsoft Office, Pastoral Care, Youth Ministry, Volunteer Management, Preaching, Public Speaking, Church Administration, Administration, Leadership, Training
Education
University of North Carolina at Chapel Hill 1990 — 1994
BS Mathematics, Minor, Business Administration
Water of Life Christian Church October 1998 - Present
Wachovia Bank June 1998 - August 2001
Full Gospel Baptist Church Fellowship of North Carolina July 1995 - May 1998
University of North Carolina at Chapel Hill April 1992 - September 1994
Skills
Event Planning, Gospel, Leadership Development, Microsoft Office, Pastoral Care, Youth Ministry, Volunteer Management, Preaching, Public Speaking, Church Administration, Administration, Leadership, Training
Education
University of North Carolina at Chapel Hill 1990 — 1994
BS Mathematics, Minor, Business Administration
Allyn Chambliss Allyn Chambliss's Wachovia Bank Experience 2000 - 2003
Job Assessment Consultant at Barrett Values Centre
Industry Writing and Editing
Experience
Barrett Values Centre December 2007 - Present
Banking June 2004 - September 2007
Wachovia Bank 2000 - 2003
Dillards Department Stores 1997 - 2000
Skills
Organizational..., Organizational Culture, 360 Feedback, Culture Change, Project Management, Measurements, Leadership Development, Training Delivery, Employee Relations, Project Planning, Employee Engagement, Business Transformation, Executive Development, Executive Coaching
Education
University of North Carolina at Chapel Hill 1982 — 1986
Jounalism, Advertising
Barrett Values Centre December 2007 - Present
Banking June 2004 - September 2007
Wachovia Bank 2000 - 2003
Dillards Department Stores 1997 - 2000
Skills
Organizational..., Organizational Culture, 360 Feedback, Culture Change, Project Management, Measurements, Leadership Development, Training Delivery, Employee Relations, Project Planning, Employee Engagement, Business Transformation, Executive Development, Executive Coaching
Education
University of North Carolina at Chapel Hill 1982 — 1986
Jounalism, Advertising
Frank Poutier Frank Poutier's Wachovia Bank Experience January 2006 - December 2007
Job New Business Development at H.C. Barrett & Associates
Industry Construction
Experience
H.C. Barrett & Associates August 2008 - Present
Wachovia Bank January 2006 - December 2007
Education
University of New Haven 1983 — 1986
MBA, International Business
H.C. Barrett & Associates August 2008 - Present
Wachovia Bank January 2006 - December 2007
Education
University of New Haven 1983 — 1986
MBA, International Business
Braun Smith Braun Smith's Wachovia Bank Experience August 1997 - June 1999
Job VP, Sales
Industry Marketing and Advertising
Experience
Speedway Motorsports, Inc. (SMI) June 1999 - Present
Joe Gibbs Racing 2006 - 2006
Wachovia Bank August 1997 - June 1999
Skills
Social Media Marketing, Marketing, Sponsorship, Sponsorship Sales, Sales, Sports Marketing, Sponsorship Activation, Marketing Strategy, Public Relations, Event Management, Sports, Advertising, Event Planning, Ticket Sales, Account Management, Sales Operations, B2B, Business Development, Marketing Communications, Sports Management, Relationship Marketing, Social Media, New Business Development, Brand Development, Sales Management
Education
University of North Carolina at Chapel Hill 1993 — 1997
The Baylor School 1988 — 1991
Speedway Motorsports, Inc. (SMI) June 1999 - Present
Joe Gibbs Racing 2006 - 2006
Wachovia Bank August 1997 - June 1999
Skills
Social Media Marketing, Marketing, Sponsorship, Sponsorship Sales, Sales, Sports Marketing, Sponsorship Activation, Marketing Strategy, Public Relations, Event Management, Sports, Advertising, Event Planning, Ticket Sales, Account Management, Sales Operations, B2B, Business Development, Marketing Communications, Sports Management, Relationship Marketing, Social Media, New Business Development, Brand Development, Sales Management
Education
University of North Carolina at Chapel Hill 1993 — 1997
The Baylor School 1988 — 1991
Lee Ann Daniels, SPHR, SHRM-SCP's Wachovia Bank Experience January 2004 - September 2008
Job Sr. HR Manager at O'Neal Steel
Industry Human Resources
Experience
O'Neal Steel August 2013 - Present
Alabama Power, a Southern Company company April 2012 - August 2013
Southern Nuclear, A Southern Company company October 2009 - March 2012
Wells Fargo Home Mortgage April 2009 - September 2009
Blankenship and Seay Consulting Group October 2008 - December 2008
Wachovia Bank January 2004 - September 2008
Wachovia August 2000 - December 2003
Premier Systems Integrators March 2000 - August 2000
Robert Half International October 1998 - December 1999
Hutchens & Senter, Attorneys at Law 1990 - 1997
Skills
Performance Management, Organizational..., Coaching, Gap Analysis, Recruiting, Talent Management, Employee Relations, Talent Acquisition, Succession Planning, Workforce Planning, Leadership Development, Onboarding, Applicant Tracking..., Human Resources, Change Management, Interviews, Training
Education
Methodist University, Fayetteville, NC 1990 — 1993
B.S., Business Administration
University of Nebraska-Lincoln 1988 — 2000
Business Administration and Management, General
O'Neal Steel August 2013 - Present
Alabama Power, a Southern Company company April 2012 - August 2013
Southern Nuclear, A Southern Company company October 2009 - March 2012
Wells Fargo Home Mortgage April 2009 - September 2009
Blankenship and Seay Consulting Group October 2008 - December 2008
Wachovia Bank January 2004 - September 2008
Wachovia August 2000 - December 2003
Premier Systems Integrators March 2000 - August 2000
Robert Half International October 1998 - December 1999
Hutchens & Senter, Attorneys at Law 1990 - 1997
Skills
Performance Management, Organizational..., Coaching, Gap Analysis, Recruiting, Talent Management, Employee Relations, Talent Acquisition, Succession Planning, Workforce Planning, Leadership Development, Onboarding, Applicant Tracking..., Human Resources, Change Management, Interviews, Training
Education
Methodist University, Fayetteville, NC 1990 — 1993
B.S., Business Administration
University of Nebraska-Lincoln 1988 — 2000
Business Administration and Management, General
Charles Royal's Wachovia Bank Experience March 2007 - October 2008
Job SVP, Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Bank June 1985 - Present
Wachovia Bank March 2007 - October 2008
Wachovia Bank June 1997 - March 2007
Skills
Loans, Credit, Banking, Commercial Lending, Credit Analysis, Commercial Banking, Wealth Management, Small Business Lending, Investments
Education
UNC Chapel Hill 1981 — 1985
Bachelor of Science, Business Administration
Wells Fargo Bank June 1985 - Present
Wachovia Bank March 2007 - October 2008
Wachovia Bank June 1997 - March 2007
Skills
Loans, Credit, Banking, Commercial Lending, Credit Analysis, Commercial Banking, Wealth Management, Small Business Lending, Investments
Education
UNC Chapel Hill 1981 — 1985
Bachelor of Science, Business Administration
Jim Denny Jim Denny's Wachovia Bank Experience 2001 - 2005
Job
Industry Entertainment
Experience
Cedar Fair Entertainment Company January 2014 - Present
Bank of America November 2009 - January 2014
Bank of America February 2008 - November 2009
Bank of America August 2005 - February 2008
Wachovia Bank 2001 - 2005
First Union National Bank 1998 - 2001
Rosenberg Associates Advertising 1990 - 1992
Skills
Relationship Management, Event Management, New Media, Banking, Financial Services, Mortgage Lending, Analytics, Credit, Loans, Credit Cards, Cross Selling, Customer Acquisition, E-commerce, Marketing Strategy, Customer Experience, Retail Banking, Digital Marketing, Online Advertising, Portfolio Management, Integrated Marketing, Strategy, Direct Marketing, Leadership, Marketing, Online Marketing, Segmentation, Brand Development, Management, Sales, PPC, Analysis, Team Leadership, Program Management, Product Marketing, Strategic Communications, Social Media, Project Management, CRM, Internet Banking, Creative Direction
Education
University of North Carolina at Chapel Hill 1986 — 1990
Bachelor of Arts (B.A.), Journalism & Mass Communication
Cedar Fair Entertainment Company January 2014 - Present
Bank of America November 2009 - January 2014
Bank of America February 2008 - November 2009
Bank of America August 2005 - February 2008
Wachovia Bank 2001 - 2005
First Union National Bank 1998 - 2001
Rosenberg Associates Advertising 1990 - 1992
Skills
Relationship Management, Event Management, New Media, Banking, Financial Services, Mortgage Lending, Analytics, Credit, Loans, Credit Cards, Cross Selling, Customer Acquisition, E-commerce, Marketing Strategy, Customer Experience, Retail Banking, Digital Marketing, Online Advertising, Portfolio Management, Integrated Marketing, Strategy, Direct Marketing, Leadership, Marketing, Online Marketing, Segmentation, Brand Development, Management, Sales, PPC, Analysis, Team Leadership, Program Management, Product Marketing, Strategic Communications, Social Media, Project Management, CRM, Internet Banking, Creative Direction
Education
University of North Carolina at Chapel Hill 1986 — 1990
Bachelor of Arts (B.A.), Journalism & Mass Communication
John Golding John Golding's Wachovia Bank Experience August 1990 - March 2010
Job Executive Vice President of Business Solutions Group at South State Bank
Industry Banking
Experience
South State Bank August 2013 - Present
First Federal March 2010 - August 2013
Wells Fargo August 1997 - March 2010
Wachovia Bank August 1990 - March 2010
Skills
Commercial Lending, Credit, Underwriting, Banking, Cross Selling, Financial Analysis, Cash Managment, Cash Management, Mergers & Acquisitions, Due Diligence, Finance, Portfolio Management, Small Business Lending, Credit Analysis, Commercial Banking, Risk Management, Loans
Education
Stonier Graduate School of Banking, The University of Pennsylvania 2011 — 2013
University of North Carolina at Chapel Hill 1988 — 1990
BSBA, Finance
Asheville High School 1984 — 1986
South State Bank August 2013 - Present
First Federal March 2010 - August 2013
Wells Fargo August 1997 - March 2010
Wachovia Bank August 1990 - March 2010
Skills
Commercial Lending, Credit, Underwriting, Banking, Cross Selling, Financial Analysis, Cash Managment, Cash Management, Mergers & Acquisitions, Due Diligence, Finance, Portfolio Management, Small Business Lending, Credit Analysis, Commercial Banking, Risk Management, Loans
Education
Stonier Graduate School of Banking, The University of Pennsylvania 2011 — 2013
University of North Carolina at Chapel Hill 1988 — 1990
BSBA, Finance
Asheville High School 1984 — 1986
Mike Westfall Mike Westfall's Wachovia Bank Experience December 2006 - December 2008
Job Owner/President at Adiktiv Sports LLC
Industry Sporting Goods
Experience
Adiktiv Sports LLC January 2012 - Present
Sprint Nextel June 2011 - February 2013
Regions Bank December 2008 - September 2010
Wachovia Bank December 2006 - December 2008
Verizon June 2004 - December 2006
Skills
Sales, Cold Calling, Direct Sales, Account Management, B2B, Building Relationships, Business Development, CRM, Call Centers, Coaching, Contract Negotiation, Customer Retention, Customer Satisfaction, Customer Service, Finance, Forecasting, Lead Generation, Leadership, Management, Marketing, Merchandising, Mortgage Lending, Marketing Strategy, Negotiation, Networking, New Business Development, Recruiting, Product Marketing, Retail, SaaS, Sales Management, Sales Operations, Sales Presentations, Sales Process, Salesforce.com, Selling, Small Business, Solution Selling, Strategic Partnerships, Strategy, Team Building, Strategic Planning, Team Leadership, Telecommunications, Time Management, Training, Wireless
Education
University of Nebraska-Lincoln 1996 — 1998
Psychology
Adiktiv Sports LLC January 2012 - Present
Sprint Nextel June 2011 - February 2013
Regions Bank December 2008 - September 2010
Wachovia Bank December 2006 - December 2008
Verizon June 2004 - December 2006
Skills
Sales, Cold Calling, Direct Sales, Account Management, B2B, Building Relationships, Business Development, CRM, Call Centers, Coaching, Contract Negotiation, Customer Retention, Customer Satisfaction, Customer Service, Finance, Forecasting, Lead Generation, Leadership, Management, Marketing, Merchandising, Mortgage Lending, Marketing Strategy, Negotiation, Networking, New Business Development, Recruiting, Product Marketing, Retail, SaaS, Sales Management, Sales Operations, Sales Presentations, Sales Process, Salesforce.com, Selling, Small Business, Solution Selling, Strategic Partnerships, Strategy, Team Building, Strategic Planning, Team Leadership, Telecommunications, Time Management, Training, Wireless
Education
University of Nebraska-Lincoln 1996 — 1998
Psychology
Alina Robau Garcia; MBA Alina Robau Garcia; MBA's Wachovia Bank Experience 2004 - 2006
Job Regional Manager/ New England Wells Fargo
Industry Banking
Experience
Wells Fargo Home Mortgage July 2013 - Present
FirstBank Florida December 2009 - June 2013
Office of Community & Economic Development April 2009 - December 2009
Bankunited February 2007 - November 2008
Wachovia Mortgage 2005 - 2006
Wachovia Bank 2004 - 2006
Bank of America 2003 - 2005
Countrywide Home Loans February 1996 - May 2003
Great Western Bank 1987 - 1993
Coral Gables Federal 1982 - 1987
Skills
Customer Service, Cross Selling, Mortgage, Credit, Loss Mitigation, Servicing, Mortgage Banking, Mortgage Lending, Underwriting, FHA, Loan Origination, Sales Management, Strategic Planning, Coaching, Loans, Consumer Lending, Residential Mortgages, Risk Management, Banking, Credit Analysis, Management, Financial Risk, Financial Analysis, Leadership, Refinance, Finance, Loan Servicing, Financial Services, Small Business Lending, Commercial Lending, Credit Risk, Mortgage Underwriting, Commercial Mortgages, Commercial Banking, Construction Loans, USDA, Retail Banking, FHA financing, VA loans, Funding, Mortgage Servicing, Portfolio Management, Lines Of Credit, Reverse Mortgages, Asset Based Lending, Real Estate Financing, Relationship Management, Government Loans, Branch Management, Home Equity Loans
Education
University of Miami - School of Business 1979 — 1982
MBA, Finance/Management
MiamiDade Community College
Associate in Arts, Psychology
Wells Fargo Home Mortgage July 2013 - Present
FirstBank Florida December 2009 - June 2013
Office of Community & Economic Development April 2009 - December 2009
Bankunited February 2007 - November 2008
Wachovia Mortgage 2005 - 2006
Wachovia Bank 2004 - 2006
Bank of America 2003 - 2005
Countrywide Home Loans February 1996 - May 2003
Great Western Bank 1987 - 1993
Coral Gables Federal 1982 - 1987
Skills
Customer Service, Cross Selling, Mortgage, Credit, Loss Mitigation, Servicing, Mortgage Banking, Mortgage Lending, Underwriting, FHA, Loan Origination, Sales Management, Strategic Planning, Coaching, Loans, Consumer Lending, Residential Mortgages, Risk Management, Banking, Credit Analysis, Management, Financial Risk, Financial Analysis, Leadership, Refinance, Finance, Loan Servicing, Financial Services, Small Business Lending, Commercial Lending, Credit Risk, Mortgage Underwriting, Commercial Mortgages, Commercial Banking, Construction Loans, USDA, Retail Banking, FHA financing, VA loans, Funding, Mortgage Servicing, Portfolio Management, Lines Of Credit, Reverse Mortgages, Asset Based Lending, Real Estate Financing, Relationship Management, Government Loans, Branch Management, Home Equity Loans
Education
University of Miami - School of Business 1979 — 1982
MBA, Finance/Management
MiamiDade Community College
Associate in Arts, Psychology
Barbara Estep Barbara Estep's Wachovia Bank Experience January 1983 - April 2005
Job Realtor
Industry Real Estate
Experience
Berkshire Hathaway Home Services Towne Realty December 2008 - Present
Berkshire Hathaway Home Services Towne Realty August 2006 - Present
Wachovia Bank January 1983 - April 2005
Wachovia Bank 1984 - 2005
Skills
Real Property, Short Sales, New Home Sales, Foreclosures, REO, Investment Properties, Investors, ABR, Luxury
Education
University of Nebraska at Omaha
Berkshire Hathaway Home Services Towne Realty December 2008 - Present
Berkshire Hathaway Home Services Towne Realty August 2006 - Present
Wachovia Bank January 1983 - April 2005
Wachovia Bank 1984 - 2005
Skills
Real Property, Short Sales, New Home Sales, Foreclosures, REO, Investment Properties, Investors, ABR, Luxury
Education
University of Nebraska at Omaha
Thomas Kepley Thomas Kepley's Wachovia Bank Experience 1991 - 1996
Job President at T H Kepley Financial Services
Industry Financial Services
Experience
T H Kepley Financial Services January 2008 - Present
Capitol Securities Management, Inc. 2008 - Present
Kepley Insurance Services, Inc. 2005 - Present
Carolinas Municipal Advisory Council 1998 - Present
Anderson & Strudwick 2005 - 2007
Kepley & Co., Incorporated 1996 - 2005
Wachovia Bank 1991 - 1996
Chemical Bank 1987 - 1991
Irving Trust Co. 1985 - 1987
Skills
Fixed Income, Municipalities, Retirement Planning, Estate Planning, Wealth Management..., Corporate Law, Series 7, Government Bonds, Investments, Wealth Management, Mutual Funds, Securities, Investment Advisory, Asset Allocation, Retirement, Alternative Investments, 401k, FINRA, Financial Services, Financial Advisory, Insurance, Finance, Pensions, Wealth Accumulation, Long Term Care Insurance
Education
University of North Carolina at Chapel Hill 1981 — 1985
BA, Economics
Hammond Academy 1971 — 1981
High School Diploma
T H Kepley Financial Services January 2008 - Present
Capitol Securities Management, Inc. 2008 - Present
Kepley Insurance Services, Inc. 2005 - Present
Carolinas Municipal Advisory Council 1998 - Present
Anderson & Strudwick 2005 - 2007
Kepley & Co., Incorporated 1996 - 2005
Wachovia Bank 1991 - 1996
Chemical Bank 1987 - 1991
Irving Trust Co. 1985 - 1987
Skills
Fixed Income, Municipalities, Retirement Planning, Estate Planning, Wealth Management..., Corporate Law, Series 7, Government Bonds, Investments, Wealth Management, Mutual Funds, Securities, Investment Advisory, Asset Allocation, Retirement, Alternative Investments, 401k, FINRA, Financial Services, Financial Advisory, Insurance, Finance, Pensions, Wealth Accumulation, Long Term Care Insurance
Education
University of North Carolina at Chapel Hill 1981 — 1985
BA, Economics
Hammond Academy 1971 — 1981
High School Diploma
Marie Freeze Marie Freeze's Wachovia Bank Experience April 2002 - June 2005
Job VP PMP Project Manager
Industry Banking
Experience
Wells Fargo 2008 - Present
Wachovia June 2005 - May 2009
Wachovia Bank April 2002 - June 2005
Wachovia Bank March 2000 - March 2002
Wachovia August 1996 - March 2000
Skills
Business Process, Program Management, Document Management, Process Improvement, Integration, PMP, MS Project, SDLC, Project Management, Business Analysis, Management, Leadership, PMO, Software Project..., Enterprise Architecture, IT Management, Project Delivery, Project Planning
Education
University of North Carolina at Greensboro 1989 — 1993
MBA, Business
University of North Carolina at Chapel Hill 1983 — 1987
Wells Fargo 2008 - Present
Wachovia June 2005 - May 2009
Wachovia Bank April 2002 - June 2005
Wachovia Bank March 2000 - March 2002
Wachovia August 1996 - March 2000
Skills
Business Process, Program Management, Document Management, Process Improvement, Integration, PMP, MS Project, SDLC, Project Management, Business Analysis, Management, Leadership, PMO, Software Project..., Enterprise Architecture, IT Management, Project Delivery, Project Planning
Education
University of North Carolina at Greensboro 1989 — 1993
MBA, Business
University of North Carolina at Chapel Hill 1983 — 1987
Jae Walser Jae Walser's Wachovia Bank Experience August 1996 - June 2003
Job Senior Vice President at First Tennessee Bank
Industry Banking
Experience
First Tennessee Bank May 2015 - Present
Wells Fargo August 2006 - May 2015
BB&T July 2003 - July 2006
Wachovia Bank August 1996 - June 2003
Skills
Loans, Mortgage Lending, Credit, Banking, Credit Analysis, Underwriting, Real Estate, Loan Origination, Commercial Banking
Education
UNC Chapel Hill 1990 — 1994
First Tennessee Bank May 2015 - Present
Wells Fargo August 2006 - May 2015
BB&T July 2003 - July 2006
Wachovia Bank August 1996 - June 2003
Skills
Loans, Mortgage Lending, Credit, Banking, Credit Analysis, Underwriting, Real Estate, Loan Origination, Commercial Banking
Education
UNC Chapel Hill 1990 — 1994
Janet Oliver's Wachovia Bank Experience November 1993 - July 2007
Job Senior Vice President at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank February 2015 - Present
Wells Fargo Bank July 2007 - Present
Wachovia Bank November 1993 - July 2007
Wachovia Bank January 1989 - November 1993
Skills
Cash Management, Banking, Portfolio Management, Commercial Banking, Treasury Management, Credit, Relationship Management, Commercial Lending, Loans, Payments, Financial Analysis, Financial Services, Cross Selling, Credit Analysis, Retail Banking
Education
University of Mount Olive
Bachelor's Degree
Wells Fargo Bank February 2015 - Present
Wells Fargo Bank July 2007 - Present
Wachovia Bank November 1993 - July 2007
Wachovia Bank January 1989 - November 1993
Skills
Cash Management, Banking, Portfolio Management, Commercial Banking, Treasury Management, Credit, Relationship Management, Commercial Lending, Loans, Payments, Financial Analysis, Financial Services, Cross Selling, Credit Analysis, Retail Banking
Education
University of Mount Olive
Bachelor's Degree
Chadwick Proctor Chadwick Proctor's Wachovia Bank Experience April 2004 - September 2005
Job Senior Trust Advisor, VP at Northern Trust Wealth Management
Industry Financial Services
Experience
Northern Trust Wealth Management August 2015 - Present
Comerica Bank October 2011 - July 2015
Wells Fargo Bank Wealth Management Group August 2006 - October 2011
WACHOVIA BANK April 2004 - September 2005
Florida State Attorney's Office May 2003 - August 2003
Skills
Estate Planning, Banking, Tax, Tax Law, Trust, Trusted Advisor, Estate Law, Commercial Lending, Wealth Management, Asset Management, Finance, Real Estate, Mortgage Lending, Financial Services, Financial Advisory, Portfolio Management, High Net Worth..., Investments, Trusts, Financial Planning, Credit
Education
University of Washington School of Law 2005 — 2006
LLM, Tax law; an emphasis in estate planning and business
Saint Thomas University School of Law 2002 — 2004
J.D, Law
University of North Carolina at Chapel Hill 1998 — 2002
B.A, Economics and Political Science
Northern Trust Wealth Management August 2015 - Present
Comerica Bank October 2011 - July 2015
Wells Fargo Bank Wealth Management Group August 2006 - October 2011
WACHOVIA BANK April 2004 - September 2005
Florida State Attorney's Office May 2003 - August 2003
Skills
Estate Planning, Banking, Tax, Tax Law, Trust, Trusted Advisor, Estate Law, Commercial Lending, Wealth Management, Asset Management, Finance, Real Estate, Mortgage Lending, Financial Services, Financial Advisory, Portfolio Management, High Net Worth..., Investments, Trusts, Financial Planning, Credit
Education
University of Washington School of Law 2005 — 2006
LLM, Tax law; an emphasis in estate planning and business
Saint Thomas University School of Law 2002 — 2004
J.D, Law
University of North Carolina at Chapel Hill 1998 — 2002
B.A, Economics and Political Science
Danny Herreras Danny Herreras's Wachovia Bank Experience December 2004 - July 2007
Job Assocation Manager at FirstService Residential of Georgia
Industry Real Estate
Experience
FirstService Residential Georgia & Tennessee August 2010 - Present
UNITED AUTO CREDIT CORP August 2008 - August 2009
Apen Square August 2007 - August 2008
WACHOVIA BANK December 2004 - July 2007
UMB Bank January 2000 - January 2004
Skills
Community Associations, Process Improvement, Management, Customer Service, Budgets, Recruiting, Leadership, Risk Management, Accounting, Sales, Marketing, Finance, Team Building, Negotiation, Sales Management
Education
University of Missouri-Kansas City 2000 — 2004
B.A, Business Administration emphases; Accounting
FirstService Residential Georgia & Tennessee August 2010 - Present
UNITED AUTO CREDIT CORP August 2008 - August 2009
Apen Square August 2007 - August 2008
WACHOVIA BANK December 2004 - July 2007
UMB Bank January 2000 - January 2004
Skills
Community Associations, Process Improvement, Management, Customer Service, Budgets, Recruiting, Leadership, Risk Management, Accounting, Sales, Marketing, Finance, Team Building, Negotiation, Sales Management
Education
University of Missouri-Kansas City 2000 — 2004
B.A, Business Administration emphases; Accounting
Douglas M. Gay, CFP® Douglas M. Gay, CFP®'s Wachovia Bank Experience June 1981 - August 1992
Job Sandhills Market President at Yadkin Bank
Industry Banking
Experience
Yadkin Bank September 2003 - Present
BB&T August 1992 - September 2003
Wachovia Bank June 1981 - August 1992
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1995
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 1977 — 1981
Bachelor of Science in Business Administration
Yadkin Bank September 2003 - Present
BB&T August 1992 - September 2003
Wachovia Bank June 1981 - August 1992
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1995
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 1977 — 1981
Bachelor of Science in Business Administration
Kameron (Kami) George Kameron (Kami) George's Wachovia Bank Experience 2005 - 2006
Job Relationship Manager at U.S. Bank
Industry Banking
Experience
U.S. Bank 2006 - Present
Wachovia Bank 2005 - 2006
SouthTrust Bank 1992 - 2005
Skills
Banking
Education
Cannon Financial Institute
Southern Trust School
Pelham High School
University of Montevallo
U.S. Bank 2006 - Present
Wachovia Bank 2005 - 2006
SouthTrust Bank 1992 - 2005
Skills
Banking
Education
Cannon Financial Institute
Southern Trust School
Pelham High School
University of Montevallo
Jim Grainger Jim Grainger's Wachovia Bank Experience 1979 - 1981
Job Account Executive at Activate! Promotions + Marketing
Industry Marketing and Advertising
Experience
Activate! Promotions + Marketing 1999 - Present
Fletcher Barnhardt & White 1981 - 1999
Wachovia Bank 1979 - 1981
Skills
Sales, Direct Marketing, B2B, Advertising, Direct Mail, Integrated Marketing, Account Management, Corporate Gifts, Advertising Sales, Brand Awareness, Marketing Strategy, Social Media Marketing, Marketing, Product Marketing, New Business Development
Education
University of North Carolina at Chapel Hill 1975 — 1979
Woodberry Forest School 1971 — 1975
Activate! Promotions + Marketing 1999 - Present
Fletcher Barnhardt & White 1981 - 1999
Wachovia Bank 1979 - 1981
Skills
Sales, Direct Marketing, B2B, Advertising, Direct Mail, Integrated Marketing, Account Management, Corporate Gifts, Advertising Sales, Brand Awareness, Marketing Strategy, Social Media Marketing, Marketing, Product Marketing, New Business Development
Education
University of North Carolina at Chapel Hill 1975 — 1979
Woodberry Forest School 1971 — 1975
Cameron Young Cameron Young's Wachovia Bank Experience April 2005 - April 2007
Job Secondary Market Manager at North State Bank Mortgage
Industry Financial Services
Experience
North State Bank October 2011 - Present
SunTrust Bank January 2011 - October 2011
Waccamaw Bank April 2007 - January 2011
Wachovia Bank April 2005 - April 2007
Skills
Credit, Financial Analysis, Credit Analysis, Financial Services, Loans, Mortgage Lending, Banking, Mortgage Banking, Loan Origination, Refinance, Residential Mortgages
Education
University of North Carolina at Chapel Hill
North State Bank October 2011 - Present
SunTrust Bank January 2011 - October 2011
Waccamaw Bank April 2007 - January 2011
Wachovia Bank April 2005 - April 2007
Skills
Credit, Financial Analysis, Credit Analysis, Financial Services, Loans, Mortgage Lending, Banking, Mortgage Banking, Loan Origination, Refinance, Residential Mortgages
Education
University of North Carolina at Chapel Hill
Dimple Patel Dimple Patel's Wachovia Bank Experience March 2008 - July 2008
Job VP, Strategy Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2014 - Present
Diversity Awareness Partnership January 2014 - Present
Wells Fargo Advisors November 2012 - May 2014
Wells Fargo Advisors July 2010 - November 2012
Wells Fargo Advisors July 2008 - July 2010
Wachovia Bank March 2008 - July 2008
Wachovia Bank July 2007 - March 2008
Wachovia Bank February 2007 - July 2007
Wachovia Bank May 2006 - January 2007
UNC Kenan-Flagler Business School 2004 - 2006
Skills
Fluent in Gujarati, Proficient in Spanish, Knowledgeable in Hindi, Expert with Microsoft..., Process Improvement, Leadership, Strategy, Management, Microsoft Excel, Microsoft Office, Analysis, PowerPoint, Customer Experience, Strategic Planning, Spanish, Hindi
Education
University of North Carolina at Chapel Hill 2002 — 2006
Business Administration, Finance
Wells Fargo Advisors May 2014 - Present
Diversity Awareness Partnership January 2014 - Present
Wells Fargo Advisors November 2012 - May 2014
Wells Fargo Advisors July 2010 - November 2012
Wells Fargo Advisors July 2008 - July 2010
Wachovia Bank March 2008 - July 2008
Wachovia Bank July 2007 - March 2008
Wachovia Bank February 2007 - July 2007
Wachovia Bank May 2006 - January 2007
UNC Kenan-Flagler Business School 2004 - 2006
Skills
Fluent in Gujarati, Proficient in Spanish, Knowledgeable in Hindi, Expert with Microsoft..., Process Improvement, Leadership, Strategy, Management, Microsoft Excel, Microsoft Office, Analysis, PowerPoint, Customer Experience, Strategic Planning, Spanish, Hindi
Education
University of North Carolina at Chapel Hill 2002 — 2006
Business Administration, Finance
Oliver Holmes Oliver Holmes's Wachovia Bank Experience December 2006 - October 2008
Job Private Banking Officer Commercial Lending at Georgia Commerce Bank
Industry Banking
Experience
Georgia Commerce Bank October 2008 - Present
Wachovia Bank December 2006 - October 2008
Skills
Portfolio Management, Credit, Loans, Financial Risk, Finance, Credit Risk, Banking, Commercial Lending
Education
University of North Carolina at Asheville 2002 — 2005
Business Management & Spanish
Georgia Commerce Bank October 2008 - Present
Wachovia Bank December 2006 - October 2008
Skills
Portfolio Management, Credit, Loans, Financial Risk, Finance, Credit Risk, Banking, Commercial Lending
Education
University of North Carolina at Asheville 2002 — 2005
Business Management & Spanish
Patricia Garvey-Aloia Patricia Garvey-Aloia's Wachovia Bank Experience September 1997 - October 2009
Job Personal Banking Officer at Suntrust Bank
Industry Banking
Experience
SunTrust Bank August 2012 - Present
Comcast Business Class February 2011 - October 2011
TZ Insurance Solutions November 2010 - January 2011
The Training Domain January 2010 - January 2011
Wachovia Bank September 1997 - October 2009
New York Life Insurance Company September 1996 - August 1997
Skills
Professional Networking, Direct Sales, Conversational Japanese, Japanese, Small Business, New Business Development, Customer Relations, Customer Service, Account Management, Customer Satisfaction, Team Building, Microsoft Office, Negotiation, Public Speaking, Contract Negotiation, Social Media Marketing, Teamwork, Event Management, B2B, Mentoring, Public Relations, Online Marketing, Management, Networking, Selling, Marketing, Call Centers, Sales, Business Networking, Insurance, Event Planning, Time Management, Retail, Finance, Training, Small Business Lending, Budgets, Investments, Social Networking, Marketing Strategy, Banking, Customer Retention, Consumer Lending, Cash Management
Education
University of Nevada Las Vegas Lee Business School
Bachelor of Science, Business Administration
SunTrust Bank August 2012 - Present
Comcast Business Class February 2011 - October 2011
TZ Insurance Solutions November 2010 - January 2011
The Training Domain January 2010 - January 2011
Wachovia Bank September 1997 - October 2009
New York Life Insurance Company September 1996 - August 1997
Skills
Professional Networking, Direct Sales, Conversational Japanese, Japanese, Small Business, New Business Development, Customer Relations, Customer Service, Account Management, Customer Satisfaction, Team Building, Microsoft Office, Negotiation, Public Speaking, Contract Negotiation, Social Media Marketing, Teamwork, Event Management, B2B, Mentoring, Public Relations, Online Marketing, Management, Networking, Selling, Marketing, Call Centers, Sales, Business Networking, Insurance, Event Planning, Time Management, Retail, Finance, Training, Small Business Lending, Budgets, Investments, Social Networking, Marketing Strategy, Banking, Customer Retention, Consumer Lending, Cash Management
Education
University of Nevada Las Vegas Lee Business School
Bachelor of Science, Business Administration
Carey Parker Deaton's Wachovia Bank Experience August 2007 - September 2009
Job VP, Digital Advertising at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2009 - Present
Wachovia Bank August 2007 - September 2009
Wachovia March 2006 - July 2007
The Weather Channel 2004 - 2006
The Weather Channel Interactive 2004 - 2006
Carat Interactive December 2003 - December 2004
Interland Web Hosting July 1999 - December 2003
Robert Half International June 1998 - July 1999
Education
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Arts (B.A.), Communications Major, Spanish Minor
Wells Fargo October 2009 - Present
Wachovia Bank August 2007 - September 2009
Wachovia March 2006 - July 2007
The Weather Channel 2004 - 2006
The Weather Channel Interactive 2004 - 2006
Carat Interactive December 2003 - December 2004
Interland Web Hosting July 1999 - December 2003
Robert Half International June 1998 - July 1999
Education
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Arts (B.A.), Communications Major, Spanish Minor
Bill Friday, CFA Bill Friday, CFA's Wachovia Bank Experience 1989 - 2001
Job Managing Director at Ardent Media Capital, LLC
Industry Motion Pictures and Film
Experience
Ardent Media Capital, LLC 2015 - Present
Sixth Day Media, LLC 2002 - Present
HBF Asset Management 2004 - 2007
Grosvenor Park Media 2001 - 2001
Wachovia Bank 1989 - 2001
Skills
Mergers, Start-ups, Private Equity, Venture Capital, Film, Financial Analysis, Business Planning, Corporate Finance, Management Consulting, Entrepreneur
Education
University of North Carolina at Chapel Hill
BA, Economics
Wake Forest University School of Business
MBA, Finance
Ardent Media Capital, LLC 2015 - Present
Sixth Day Media, LLC 2002 - Present
HBF Asset Management 2004 - 2007
Grosvenor Park Media 2001 - 2001
Wachovia Bank 1989 - 2001
Skills
Mergers, Start-ups, Private Equity, Venture Capital, Film, Financial Analysis, Business Planning, Corporate Finance, Management Consulting, Entrepreneur
Education
University of North Carolina at Chapel Hill
BA, Economics
Wake Forest University School of Business
MBA, Finance
Aaron Liebhaber's Wachovia Bank Experience June 2006 - January 2008
Job Vice President at Credit Suisse Aaron Liebhaber
Industry Investment Banking
Experience
Credit Suisse August 2013 - Present
Deutsche Bank February 2008 - August 2013
YOLO Capital Management LLC December 2007 - January 2009
Wachovia Bank June 2006 - January 2008
JPMorgan 2006 - 2006
Skills
Interest Rate..., Fixed Income, Hedge Funds, Derivatives, Financial Analysis, Hedging, Capital Markets, Investment Banking
Education
University of Massachusetts, Amherst 2004 — 2006
Finance
University of Richmond 2001 — 2003
Lexington High School 1997 — 2001
Credit Suisse August 2013 - Present
Deutsche Bank February 2008 - August 2013
YOLO Capital Management LLC December 2007 - January 2009
Wachovia Bank June 2006 - January 2008
JPMorgan 2006 - 2006
Skills
Interest Rate..., Fixed Income, Hedge Funds, Derivatives, Financial Analysis, Hedging, Capital Markets, Investment Banking
Education
University of Massachusetts, Amherst 2004 — 2006
Finance
University of Richmond 2001 — 2003
Lexington High School 1997 — 2001
Doug Townsend's Wachovia Bank Experience July 1985 - January 1988
Job Managing Director at TempusDurham
Industry Management Consulting
Experience
TempusDurham October 2010 - Present
Parata Systems 2010 - Present
Parata Systems 2001 - 2010
Townsend Frew & Co. Investment Banking March 1996 - April 2003
Coastal Physician Group January 1991 - March 1996
Montrose Capital Corporation January 1988 - January 1991
Wachovia Bank July 1985 - January 1988
Skills
Mergers, Start-ups, Business Development, Investment Banking, Management, Strategic Planning, Financial Analysis, Business Strategy
Education
Wake Forest University - Babcock Graduate School of Management 1983 — 1985
Masters in Business Administration, Finance
University of North Carolina at Chapel Hill 1978 — 1982
Bachelor of Arts in Journalism/Advertising, Bachelor of Arts in Journalism/Advertising
TempusDurham October 2010 - Present
Parata Systems 2010 - Present
Parata Systems 2001 - 2010
Townsend Frew & Co. Investment Banking March 1996 - April 2003
Coastal Physician Group January 1991 - March 1996
Montrose Capital Corporation January 1988 - January 1991
Wachovia Bank July 1985 - January 1988
Skills
Mergers, Start-ups, Business Development, Investment Banking, Management, Strategic Planning, Financial Analysis, Business Strategy
Education
Wake Forest University - Babcock Graduate School of Management 1983 — 1985
Masters in Business Administration, Finance
University of North Carolina at Chapel Hill 1978 — 1982
Bachelor of Arts in Journalism/Advertising, Bachelor of Arts in Journalism/Advertising
Bryan Sturkey's Wachovia Bank Experience January 1998 - January 2009
Job Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank January 2010 - Present
Wells Fargo January 2009 - March 2010
Wachovia Bank January 1998 - January 2009
Wachovia Bank January 1983 - January 1999
Wachovia Bank January 1980 - January 1983
Skills
Relationship Management, Banking, Call Center, Process Improvement, Lean Practitioner, Quality Assurance, Strategic Planning, Problem Solving, Project Management, Offshoring, Service Delivery, Six Sigma, Risk Management, Call Centers, Retail Banking, Budgets, Customer Service, Team Leadership, Operations Management, Portfolio Management, Leadership, Vendor Management, Financial Services, Business Process, Strategy, Access, Business Analysis, Contract Negotiation, Sales, Change Management, CRM, Outsourcing, Executive Management, PMO, Telecommunications, Program Management, Project Portfolio...
Education
University of North Carolina at Chapel Hill 1976 — 1980
Bachelor of Science (B.S.), Business/Commerce, General
Wells Fargo Bank January 2010 - Present
Wells Fargo January 2009 - March 2010
Wachovia Bank January 1998 - January 2009
Wachovia Bank January 1983 - January 1999
Wachovia Bank January 1980 - January 1983
Skills
Relationship Management, Banking, Call Center, Process Improvement, Lean Practitioner, Quality Assurance, Strategic Planning, Problem Solving, Project Management, Offshoring, Service Delivery, Six Sigma, Risk Management, Call Centers, Retail Banking, Budgets, Customer Service, Team Leadership, Operations Management, Portfolio Management, Leadership, Vendor Management, Financial Services, Business Process, Strategy, Access, Business Analysis, Contract Negotiation, Sales, Change Management, CRM, Outsourcing, Executive Management, PMO, Telecommunications, Program Management, Project Portfolio...
Education
University of North Carolina at Chapel Hill 1976 — 1980
Bachelor of Science (B.S.), Business/Commerce, General
Ginny Comly's Wachovia Bank Experience 2007 - Present
Job AVP at Wachovia Securities
Industry Investment Banking
Experience
Wachovia Bank 2007 - Present
Education
University of North Carolina at Chapel Hill 1997 — 2001
Wachovia Bank 2007 - Present
Education
University of North Carolina at Chapel Hill 1997 — 2001
Kanku Michelsen (Bhagat)'s Wachovia Bank Experience February 2002 - March 2004
Job Food and Wine Business Consultant at Proof Wine & Spirits
Industry Human Resources
Experience
Proof Wine & Spirits January 2012 - Present
Volonta Partners January 2006 - Present
Michelsen Benefits Group April 2010 - December 2014
Wachovia Bank (a WellsFargo company) March 2006 - November 2009
Bank of America March 2004 - December 2005
Wachovia Bank February 2002 - March 2004
Accenture January 1998 - February 2002
Resource Opportunities, Inc. June 1996 - December 1997
Skills
Leadership Development, Talent Management, Wine & Spirits Industry, Human Resource..., Human Capital, Financial Services
Education
University of North Carolina at Chapel Hill 1989 — 1996
Proof Wine & Spirits January 2012 - Present
Volonta Partners January 2006 - Present
Michelsen Benefits Group April 2010 - December 2014
Wachovia Bank (a WellsFargo company) March 2006 - November 2009
Bank of America March 2004 - December 2005
Wachovia Bank February 2002 - March 2004
Accenture January 1998 - February 2002
Resource Opportunities, Inc. June 1996 - December 1997
Skills
Leadership Development, Talent Management, Wine & Spirits Industry, Human Resource..., Human Capital, Financial Services
Education
University of North Carolina at Chapel Hill 1989 — 1996
Victoria Cabeza-Carreno's Wachovia Bank Experience June 2004 - July 2005
Job Vice President at Tres Mares Group
Industry Financial Services
Experience
Tres Mares Group June 2010 - Present
Merrill Lynch July 2005 - June 2010
Wachovia Bank June 2004 - July 2005
Skills
Financial Analysis, Series 7, Uniform Combined State..., Corporate Finance, Wealth Management, ETFs, Series 65, Asset Allocation, Alternative Investments, Series 63, Mutual Funds, Retirement Planning
Education
University of Miami - School of Business 2000 — 2001
MBA, Finance
University of Miami - School of Business 1995 — 1999
BBA, Finance & Business Law
Tres Mares Group June 2010 - Present
Merrill Lynch July 2005 - June 2010
Wachovia Bank June 2004 - July 2005
Skills
Financial Analysis, Series 7, Uniform Combined State..., Corporate Finance, Wealth Management, ETFs, Series 65, Asset Allocation, Alternative Investments, Series 63, Mutual Funds, Retirement Planning
Education
University of Miami - School of Business 2000 — 2001
MBA, Finance
University of Miami - School of Business 1995 — 1999
BBA, Finance & Business Law
Bob Spencer's Wachovia Bank Experience January 2001 - June 2007
Job Senior Vice President, Corporate Banking
Industry Banking
Experience
PNC June 2007 - Present
Wachovia Bank January 2001 - June 2007
Wachovia Bank, N A June 1995 - December 2001
Skills
Credit, Mergers, Commercial Banking, Negotiation, Portfolio Management, Banking, Loans, Risk Management, Commercial Lending, Credit Analysis, Small Business Lending, Mergers & Acquisitions, Financial Risk, Treasury Management, Loan Origination, Credit Risk, Financial Analysis
Education
University of North Carolina at Chapel Hill
Bachelor of Science (BS), Business Administration
PNC June 2007 - Present
Wachovia Bank January 2001 - June 2007
Wachovia Bank, N A June 1995 - December 2001
Skills
Credit, Mergers, Commercial Banking, Negotiation, Portfolio Management, Banking, Loans, Risk Management, Commercial Lending, Credit Analysis, Small Business Lending, Mergers & Acquisitions, Financial Risk, Treasury Management, Loan Origination, Credit Risk, Financial Analysis
Education
University of North Carolina at Chapel Hill
Bachelor of Science (BS), Business Administration
Jane Bunn's Wachovia Bank Experience April 2006 - January 2011
Job Development Officer WellStar Health System
Industry Nonprofit Organization Management
Experience
WellStar Foundation January 2011 - Present
Wachovia Bank April 2006 - January 2011
Wachovia Bank March 2003 - April 2006
Wachovia Bank January 2001 - March 2003
First Union National Bank September 1997 - January 2001
First Union National Bank July 1996 - September 1997
First Union National Bank August 1994 - July 1996
First Union National Bank August 1993 - August 1994
First Union National Bank January 1988 - August 1993
BOYDEN INTERNATIONAL January 1987 - January 1988
Skills
CRM, Management, Banking, Mergers & Acquisitions, Sales, Credit, Portfolio Management, Customer Satisfaction, Finance, Financial Services, Customer Service, Customer Retention, Commercial Banking, Project Planning, Customer Experience, Small Business Lending, Lines Of Credit, Cash Management, Risk Management, Mortgage Lending, Credit Analysis, Consumer Lending, Underwriting, Relationship Management, Leadership, Commercial Lending, Cross Selling, Loans, Retail Banking, Asset Based Lending, Loan Origination, Strategic Financial..., Mortgage Banking, Financial Analysis, Small Business, Treasury Management
Education
University of North Carolina at Chapel Hill 1969 — 1971
BS, Industrial Relations
Keller Graduate School of Management
WellStar Foundation January 2011 - Present
Wachovia Bank April 2006 - January 2011
Wachovia Bank March 2003 - April 2006
Wachovia Bank January 2001 - March 2003
First Union National Bank September 1997 - January 2001
First Union National Bank July 1996 - September 1997
First Union National Bank August 1994 - July 1996
First Union National Bank August 1993 - August 1994
First Union National Bank January 1988 - August 1993
BOYDEN INTERNATIONAL January 1987 - January 1988
Skills
CRM, Management, Banking, Mergers & Acquisitions, Sales, Credit, Portfolio Management, Customer Satisfaction, Finance, Financial Services, Customer Service, Customer Retention, Commercial Banking, Project Planning, Customer Experience, Small Business Lending, Lines Of Credit, Cash Management, Risk Management, Mortgage Lending, Credit Analysis, Consumer Lending, Underwriting, Relationship Management, Leadership, Commercial Lending, Cross Selling, Loans, Retail Banking, Asset Based Lending, Loan Origination, Strategic Financial..., Mortgage Banking, Financial Analysis, Small Business, Treasury Management
Education
University of North Carolina at Chapel Hill 1969 — 1971
BS, Industrial Relations
Keller Graduate School of Management
rinji silas's Wachovia Bank Experience June 2000 - January 2008
Job Technology Manager Windows Hosting and Managed Services
Industry Banking
Experience
Wells Fargo September 2011 - Present
Wells Fargo February 2008 - September 2011
Wachovia Bank June 2000 - January 2008
advanced technologies limited February 1999 - May 2000
Skills
SDLC, SharePoint, Business Analysis, Microsoft SQL Server, Visio, SQL, Disaster Recovery, IIS, Requirements Gathering, Vendor Management, VBScript, Databases
Education
University of Mumbai 1986 — 1988
Master of Science (MSc), Microbiology, General
Wells Fargo September 2011 - Present
Wells Fargo February 2008 - September 2011
Wachovia Bank June 2000 - January 2008
advanced technologies limited February 1999 - May 2000
Skills
SDLC, SharePoint, Business Analysis, Microsoft SQL Server, Visio, SQL, Disaster Recovery, IIS, Requirements Gathering, Vendor Management, VBScript, Databases
Education
University of Mumbai 1986 — 1988
Master of Science (MSc), Microbiology, General
Roxana Lacayo-Ramey's Wachovia Bank Experience January 2000 - March 2003
Job Vice President at Van Commodities, Inc.
Industry Law Practice
Experience
Van Commodities, Inc. May 2011 - Present
The Law Offices of Alexander B. Ramey March 2003 - Present
Wachovia Bank January 2000 - March 2003
Skills
Criminal Law
Education
University of Miami - School of Business 1995 — 1998
Van Commodities, Inc. May 2011 - Present
The Law Offices of Alexander B. Ramey March 2003 - Present
Wachovia Bank January 2000 - March 2003
Skills
Criminal Law
Education
University of Miami - School of Business 1995 — 1998
Alicia Moran Messick's Wachovia Bank Experience May 2007 - December 2009
Job Senior Compliance Consultant Customer Risk Scoring at US Bank
Industry Research
Experience
US Bank September 2014 - Present
Wells Fargo September 2013 - September 2014
UNC Charlotte August 2011 - May 2013
Wachovia Bank May 2007 - December 2009
The Steritech Group February 2000 - May 2007
Steritech 2000 - 2007
Skills
Visio, SharePoint, Business Analysis, SDLC, Analysis, Data Analysis, Project Management, Program Management, Process Improvement, Business Process..., Risk Management, Microsoft SQL Server, Vendor Management, Management, Leadership, Strategic Planning, Training
Education
University of North Carolina at Charlotte 2009 — 2011
MA, Anthropology
Mount Union College 1995 — 1999
Bachelor of Science (BS), Management Information Systems, General
Crestview 1992 — 1995
US Bank September 2014 - Present
Wells Fargo September 2013 - September 2014
UNC Charlotte August 2011 - May 2013
Wachovia Bank May 2007 - December 2009
The Steritech Group February 2000 - May 2007
Steritech 2000 - 2007
Skills
Visio, SharePoint, Business Analysis, SDLC, Analysis, Data Analysis, Project Management, Program Management, Process Improvement, Business Process..., Risk Management, Microsoft SQL Server, Vendor Management, Management, Leadership, Strategic Planning, Training
Education
University of North Carolina at Charlotte 2009 — 2011
MA, Anthropology
Mount Union College 1995 — 1999
Bachelor of Science (BS), Management Information Systems, General
Crestview 1992 — 1995
Gajanan Vengurlekar's Wachovia Bank Experience June 2001 - November 2010
Job Vice President at Bank of America
Industry Banking
Experience
Wells Fargo October 2013 - Present
Wachovia Bank June 2001 - November 2010
Intelligroup 1994 - 2001
Education
University of Mumbai 1985 — 1989
Wells Fargo October 2013 - Present
Wachovia Bank June 2001 - November 2010
Intelligroup 1994 - 2001
Education
University of Mumbai 1985 — 1989
Berni Hanners's Wachovia Bank Experience November 2007 - December 2008
Job Owner, Location Strategy Services
Industry Management Consulting
Experience
Location Strategy Services October 2009 - Present
WACHOVIA BANK November 2007 - December 2008
Applebee's International, Inc June 2003 - November 2007
HALLMARK CARDS, INC January 1999 - January 2003
HALLMARK CARDS, INC January 1994 - January 1999
DILLARD DEPARTMENT STORES January 1989 - January 1994
UNITED STATES MARINE CORPS RESERVE January 1982 - January 1990
Skills
Management, Forecasting, Sales, Strategy, Marketing, Analytics, Real Estate, Retail, Direct Marketing, Marketing Strategy, Market Planning, Strategic Planning, Business Strategy, Analysis, Leadership
Education
University of Missouri-Kansas City
MBA, Finance
BBAUniversity of Missouri, Kansas City
Master of Business Administration (MBA), Business Administration and Management, General
Location Strategy Services October 2009 - Present
WACHOVIA BANK November 2007 - December 2008
Applebee's International, Inc June 2003 - November 2007
HALLMARK CARDS, INC January 1999 - January 2003
HALLMARK CARDS, INC January 1994 - January 1999
DILLARD DEPARTMENT STORES January 1989 - January 1994
UNITED STATES MARINE CORPS RESERVE January 1982 - January 1990
Skills
Management, Forecasting, Sales, Strategy, Marketing, Analytics, Real Estate, Retail, Direct Marketing, Marketing Strategy, Market Planning, Strategic Planning, Business Strategy, Analysis, Leadership
Education
University of Missouri-Kansas City
MBA, Finance
BBAUniversity of Missouri, Kansas City
Master of Business Administration (MBA), Business Administration and Management, General
Ariel McBryde-Gritter's Wachovia Bank Experience 2005 - Present
Job Project Manager: HR at Wells Fargo
Industry Banking
Experience
Wachovia June 2008 - Present
Wells Fargo 2008 - Present
Wachovia Bank 2005 - Present
Carolinas Healthcare System 2004 - 2005
Skills
Project Management
Education
University of Nebraska at Omaha 1999 — 2001
Wachovia June 2008 - Present
Wells Fargo 2008 - Present
Wachovia Bank 2005 - Present
Carolinas Healthcare System 2004 - 2005
Skills
Project Management
Education
University of Nebraska at Omaha 1999 — 2001
Jason Darwin's Wachovia Bank Experience June 2008 - November 2008
Job Sr. Director of Technology Solutions at Time Warner Cable
Industry Marketing and Advertising
Experience
Time Warner Cable Media November 2008 - Present
Wachovia Bank June 2008 - November 2008
Time Warner Cable September 2004 - June 2008
Time Warner Cable March 2002 - September 2004
Belo August 1999 - March 2002
WRAL-TV March 1998 - August 1999
Skills
Digital Media, Online Advertising, Mobile Devices, E-commerce, Strategy, Advertising, Journalism, Enterprise Architecture, Mobile Banking, IPTV, Product Management, Digital Marketing, Social Media, Television, Leadership, Online Marketing, Team Leadership, CRM, Web Analytics, Strategic Partnerships, Management, Content Management, Video, Analytics, CMS, Mobile Applications, Email Marketing, Digital Strategy, Social Media Marketing, Marketing, SEM, Mobile Marketing, Account Management, Lead Generation, Integrated Marketing, Salesforce.com, Google Analytics, Direct Marketing, SEO, Competitive Analysis, Social Networking, Product Marketing, Marketing Communications, Mobile Advertising, User Experience, B2B, Web Applications, Media Planning, Google Adwords, Marketing Strategy
Education
University of North Carolina at Chapel Hill
Time Warner Cable Media November 2008 - Present
Wachovia Bank June 2008 - November 2008
Time Warner Cable September 2004 - June 2008
Time Warner Cable March 2002 - September 2004
Belo August 1999 - March 2002
WRAL-TV March 1998 - August 1999
Skills
Digital Media, Online Advertising, Mobile Devices, E-commerce, Strategy, Advertising, Journalism, Enterprise Architecture, Mobile Banking, IPTV, Product Management, Digital Marketing, Social Media, Television, Leadership, Online Marketing, Team Leadership, CRM, Web Analytics, Strategic Partnerships, Management, Content Management, Video, Analytics, CMS, Mobile Applications, Email Marketing, Digital Strategy, Social Media Marketing, Marketing, SEM, Mobile Marketing, Account Management, Lead Generation, Integrated Marketing, Salesforce.com, Google Analytics, Direct Marketing, SEO, Competitive Analysis, Social Networking, Product Marketing, Marketing Communications, Mobile Advertising, User Experience, B2B, Web Applications, Media Planning, Google Adwords, Marketing Strategy
Education
University of North Carolina at Chapel Hill
Judie Clough's Wachovia Bank Experience 1996 - 1999
Job VP of Human Resources at Eagle Landing Residential Care, LLC
Industry Hospital & Health Care
Experience
Eagle Landing Residential Care, LLC 2005 - Present
University of Bridgeport 2000 - 2005
Wachovia bank 1996 - 1999
LYNX Networking, Inc 1986 - 1996
S.W.I.F.T. 1982 - 1986
Skills
Program Management, Team Building, EEOC, SHRM, SPHR, Employee Wellness..., College Recruiting, Retention Strategies, Outsourcing, Non-profits, OFCCP, Coaching, Employee Recognition, New Hire Orientations, Community Outreach, Benefits Administration, Temporary Placement, Applicant Tracking..., Leadership, Workshop Facilitation, Program Development, Nonprofits, Leadership Development, Conflict Resolution, Career Counseling, Executive Coaching, Organizational...
Education
University of New England
Eagle Landing Residential Care, LLC 2005 - Present
University of Bridgeport 2000 - 2005
Wachovia bank 1996 - 1999
LYNX Networking, Inc 1986 - 1996
S.W.I.F.T. 1982 - 1986
Skills
Program Management, Team Building, EEOC, SHRM, SPHR, Employee Wellness..., College Recruiting, Retention Strategies, Outsourcing, Non-profits, OFCCP, Coaching, Employee Recognition, New Hire Orientations, Community Outreach, Benefits Administration, Temporary Placement, Applicant Tracking..., Leadership, Workshop Facilitation, Program Development, Nonprofits, Leadership Development, Conflict Resolution, Career Counseling, Executive Coaching, Organizational...
Education
University of New England
Laurence Leinbach's Wachovia Bank Experience January 1999 - July 2009
Job Client Management Executive at Bottomline Technologies
Industry Financial Services
Experience
Bottomline Technologies April 2012 - Present
S1 Corporation July 2009 - April 2012
Wachovia Bank January 1999 - July 2009
Wachovia, A Wells Fargo Company 2009 - 2009
Wachovia Bank June 1989 - January 1999
Wachovia 1989 - 1999
Skills
Product Management, Financial Services, Risk Management, Internet Banking, Product Development, Business Strategy, Business Process..., Customer Relations, Client Relationship..., Partner Relationship..., Customer Service, CRM, Strategy, Business Analysis, Management Consulting, Banking, Relationship Management, Treasury Management, Payments, Vendor Management, SDLC, Cash Management, Program Management, Electronic Payments, SaaS, Portfolio Management, Payment Systems, Partner Management, Mobile Payments, Management, Executive Management, E-commerce, Analytics, ACH, Enterprise Software
Education
Wake Forest University 1992 — 1994
MBA, Finance and Financial Management Services
University of North Carolina at Chapel Hill 1985 — 1989
BS, Business Administration
Bottomline Technologies April 2012 - Present
S1 Corporation July 2009 - April 2012
Wachovia Bank January 1999 - July 2009
Wachovia, A Wells Fargo Company 2009 - 2009
Wachovia Bank June 1989 - January 1999
Wachovia 1989 - 1999
Skills
Product Management, Financial Services, Risk Management, Internet Banking, Product Development, Business Strategy, Business Process..., Customer Relations, Client Relationship..., Partner Relationship..., Customer Service, CRM, Strategy, Business Analysis, Management Consulting, Banking, Relationship Management, Treasury Management, Payments, Vendor Management, SDLC, Cash Management, Program Management, Electronic Payments, SaaS, Portfolio Management, Payment Systems, Partner Management, Mobile Payments, Management, Executive Management, E-commerce, Analytics, ACH, Enterprise Software
Education
Wake Forest University 1992 — 1994
MBA, Finance and Financial Management Services
University of North Carolina at Chapel Hill 1985 — 1989
BS, Business Administration
Andrew Ball, CFA's Wachovia Bank Experience 1993 - 2003
Job SVP Hedging and Trading Manager at BB&T
Industry Banking
Experience
BB&T August 2010 - Present
MBAA 2007 - 2014
MBAA 2007 - 2014
MBAA 2007 - 2014
Mortgage Bankers Association 1997 - 2014
Mortgage Bankers Association 1997 - 2014
RBC Bank October 2009 - August 2010
BB&T January 2007 - October 2009
Compass Bank August 2003 - January 2007
Wachovia Bank 1993 - 2003
Education
Wake Forest University - Babcock Graduate School of Management 1997 — 1999
Master of Business Administration (MBA), Finance, General
University of North Carolina at Chapel Hill 1986 — 1990
Bachelor of Science (BS)
BB&T August 2010 - Present
MBAA 2007 - 2014
MBAA 2007 - 2014
MBAA 2007 - 2014
Mortgage Bankers Association 1997 - 2014
Mortgage Bankers Association 1997 - 2014
RBC Bank October 2009 - August 2010
BB&T January 2007 - October 2009
Compass Bank August 2003 - January 2007
Wachovia Bank 1993 - 2003
Education
Wake Forest University - Babcock Graduate School of Management 1997 — 1999
Master of Business Administration (MBA), Finance, General
University of North Carolina at Chapel Hill 1986 — 1990
Bachelor of Science (BS)
Caroline Payne's Wachovia Bank Experience May 1994 - March 2008
Job Partner Head of Operations and Transaction Management
Industry Capital Markets
Experience
AltaMira Mortgage, LLC October 2013 - Present
Wachovia, A Wells Fargo Company March 2009 - October 2013
Wells Fargo March 2008 - February 2009
Wachovia Bank May 1994 - March 2008
First Union National Bank May 1991 - May 1994
NCNB June 1990 - May 1991
Skills
Mortgage Lending, Loans, Residential Mortgages, Finance, Loan Origination, Product Development, Mortgage Banking, Credit, Insurance, Banking, Capital Markets, Portfolio Management, Credit Analysis, Risk Management, Underwriting
Education
University of North Carolina at Chapel Hill 1986 — 1990
Bachelor of Arts, Economics
AltaMira Mortgage, LLC October 2013 - Present
Wachovia, A Wells Fargo Company March 2009 - October 2013
Wells Fargo March 2008 - February 2009
Wachovia Bank May 1994 - March 2008
First Union National Bank May 1991 - May 1994
NCNB June 1990 - May 1991
Skills
Mortgage Lending, Loans, Residential Mortgages, Finance, Loan Origination, Product Development, Mortgage Banking, Credit, Insurance, Banking, Capital Markets, Portfolio Management, Credit Analysis, Risk Management, Underwriting
Education
University of North Carolina at Chapel Hill 1986 — 1990
Bachelor of Arts, Economics
Jenny Keziah's Wachovia Bank Experience June 2004 - December 2005
Job Consultant at Wachovia
Industry Banking
Experience
Wachovia June 2004 - Present
Wachovia Bank June 2004 - December 2005
Education
University of North Carolina at Chapel Hill 2000 — 2004
B.A., Economics and Public Policy Analysis
Wachovia June 2004 - Present
Wachovia Bank June 2004 - December 2005
Education
University of North Carolina at Chapel Hill 2000 — 2004
B.A., Economics and Public Policy Analysis
Clarence Bell's Wachovia Bank Experience January 2000 - May 2003
Job Business Analyst Manager
Industry Information Technology and Services
Experience
AmerisourceBergen Consulting Services Lash Group December 2013 - Present
AmerisourceBergen Consulting Services Lash Group June 2010 - December 2013
Wachovia, A Wells Fargo Company June 2003 - June 2010
Wachovia Bank January 2000 - May 2003
Wachovia Bank December 1998 - January 2000
Skills
Business Analysis, Requirements Analysis, Documentation, Problem Solving, Project Management, Technical Support, Strong Business Acumen, Results Oriented, Software Documentation, Goal Oriented, SDLC, Vendor Management, Requirements Gathering, Testing, Risk Management, Business Requirements, Software Development, Management, Leadership, Training, Analysis
Education
University of North Carolina at Chapel Hill
BA, Political Science
AmerisourceBergen Consulting Services Lash Group December 2013 - Present
AmerisourceBergen Consulting Services Lash Group June 2010 - December 2013
Wachovia, A Wells Fargo Company June 2003 - June 2010
Wachovia Bank January 2000 - May 2003
Wachovia Bank December 1998 - January 2000
Skills
Business Analysis, Requirements Analysis, Documentation, Problem Solving, Project Management, Technical Support, Strong Business Acumen, Results Oriented, Software Documentation, Goal Oriented, SDLC, Vendor Management, Requirements Gathering, Testing, Risk Management, Business Requirements, Software Development, Management, Leadership, Training, Analysis
Education
University of North Carolina at Chapel Hill
BA, Political Science
Howard Halle's Wachovia Bank Experience July 2005 - March 2009
Job President, Revolution Advisors, LLC
Industry Financial Services
Experience
Revolution Advisors, LLC (Radvisors) January 2015 - Present
Wells Fargo Bank March 2009 - January 2015
Wachovia Bank July 2005 - March 2009
First Union/Wachovia Bank September 1999 - July 2005
Skills
Commercial Lending, Asset Based Lending, Small Business Lending, Banking, Leadership, Credit, Lines Of Credit, Credit Analysis, Commercial Banking, Loans, Financial Analysis, Portfolio Management, Training, Treasury Management, Loan Origination, Underwriting, Commercial Mortgages, Consumer Lending, Cash Management, Mortgage Lending, Credit Risk, Financial Services, Wealth Management, Mortgage Banking, Investments, Series 63, Leadership Management
Education
University of Notre Dame 1972 — 1976
Bachelors in Business Administration, with Highest Honors, Finance
University of Miami - School of Business
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Revolution Advisors, LLC (Radvisors) January 2015 - Present
Wells Fargo Bank March 2009 - January 2015
Wachovia Bank July 2005 - March 2009
First Union/Wachovia Bank September 1999 - July 2005
Skills
Commercial Lending, Asset Based Lending, Small Business Lending, Banking, Leadership, Credit, Lines Of Credit, Credit Analysis, Commercial Banking, Loans, Financial Analysis, Portfolio Management, Training, Treasury Management, Loan Origination, Underwriting, Commercial Mortgages, Consumer Lending, Cash Management, Mortgage Lending, Credit Risk, Financial Services, Wealth Management, Mortgage Banking, Investments, Series 63, Leadership Management
Education
University of Notre Dame 1972 — 1976
Bachelors in Business Administration, with Highest Honors, Finance
University of Miami - School of Business
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Carl Dahl's Wachovia Bank Experience June 2000 - October 2002
Job Vice President at JPMorgan Chase Global Technology
Industry Information Technology and Services
Experience
JPMorgan Chase February 2012 - Present
JPMorgan Chase December 2010 - February 2012
Ajilon Consulting / JP Morgan Chase June 2010 - January 2011
ATR International / Wells Fargo July 2009 - June 2010
The Kiosk Store May 2008 - December 2008
First National Bank of Arizona February 2005 - January 2008
Wells Fargo Home Mortgage February 2004 - February 2005
Corporate Job Bank July 2003 - February 2004
Wachovia Bank June 2000 - October 2002
The Vanguard Group October 1999 - June 2000
Skills
Business Analysis, Visio, SDLC, Mortgage Lending, Banking, Vendor Management, Process Improvement, Team Building, Management, Program Management, Project Management, Requirements Gathering, Requirements Analysis, Leadership
Education
University of Minnesota-Twin Cities 1984 — 1986
Bachelor of Individualized Studies, International Business
JPMorgan Chase February 2012 - Present
JPMorgan Chase December 2010 - February 2012
Ajilon Consulting / JP Morgan Chase June 2010 - January 2011
ATR International / Wells Fargo July 2009 - June 2010
The Kiosk Store May 2008 - December 2008
First National Bank of Arizona February 2005 - January 2008
Wells Fargo Home Mortgage February 2004 - February 2005
Corporate Job Bank July 2003 - February 2004
Wachovia Bank June 2000 - October 2002
The Vanguard Group October 1999 - June 2000
Skills
Business Analysis, Visio, SDLC, Mortgage Lending, Banking, Vendor Management, Process Improvement, Team Building, Management, Program Management, Project Management, Requirements Gathering, Requirements Analysis, Leadership
Education
University of Minnesota-Twin Cities 1984 — 1986
Bachelor of Individualized Studies, International Business
Julie McCracken's Wachovia Bank Experience 1985 - 2007
Job CoFounder, President at McCracken Alliance LLC
Industry Management Consulting
Experience
McCracken Alliance, LLC 2009 - Present
RightPath Resources Inc November 2007 - January 2012
Wachovia June 1983 - August 2007
Wachovia Bank 1985 - 2007
Skills
Leadership Development, Performance Management, Relationship Mgmt, Build and..., Career Progression, Strategic Planning, Employee Benefits, Human Capital, Management Consulting, Change Management, Team Building, Leadership, Business Intelligence, Executive Management, Training, Executive Coaching, Strategy, Start-ups
Education
University of North Carolina at Chapel Hill 1978 — 1982
Bachelor of Science (BS)
McCracken Alliance, LLC 2009 - Present
RightPath Resources Inc November 2007 - January 2012
Wachovia June 1983 - August 2007
Wachovia Bank 1985 - 2007
Skills
Leadership Development, Performance Management, Relationship Mgmt, Build and..., Career Progression, Strategic Planning, Employee Benefits, Human Capital, Management Consulting, Change Management, Team Building, Leadership, Business Intelligence, Executive Management, Training, Executive Coaching, Strategy, Start-ups
Education
University of North Carolina at Chapel Hill 1978 — 1982
Bachelor of Science (BS)
Maurice Cotton's Wachovia Bank Experience 2003 - 2006
Job Retail Market Executive, VicePresident at First Citizens Bank
Industry Banking
Experience
First Citizens Bank January 2010 - Present
Inter-Faith Food Shuttle 2010 - 2011
First Citizens Bank September 2006 - February 2010
Wachovia Bank 2003 - 2006
Wendys International 1995 - 2003
Skills
Loans, Credit, Credit Analysis, Leadership, Management, Process Improvement, Finance, Investments, Financial Analysis, Banking, Financial Services, Underwriting, Small Business Lending, Commercial Lending, Commercial Banking, Team Building, Mortgage Banking, Portfolio Management, Loan Origination, Mortgage Lending
Education
University of Phoenix 2009 — 2011
MBA, Business
University of North Carolina at Chapel Hill 1986 — 1990
BA, Economics
First Citizens Bank January 2010 - Present
Inter-Faith Food Shuttle 2010 - 2011
First Citizens Bank September 2006 - February 2010
Wachovia Bank 2003 - 2006
Wendys International 1995 - 2003
Skills
Loans, Credit, Credit Analysis, Leadership, Management, Process Improvement, Finance, Investments, Financial Analysis, Banking, Financial Services, Underwriting, Small Business Lending, Commercial Lending, Commercial Banking, Team Building, Mortgage Banking, Portfolio Management, Loan Origination, Mortgage Lending
Education
University of Phoenix 2009 — 2011
MBA, Business
University of North Carolina at Chapel Hill 1986 — 1990
BA, Economics
Derrick Gray's Wachovia Bank Experience January 2010 - Present
Job Business Training Consultant II @ Wells Fargo
Industry Banking
Experience
Wachovia Bank January 2010 - Present
Skills
Customer Service, Financial Services, Leadership, Leadership Development, Consumer Lending, Banking, Coaching, Credit, Loans, Management, Mortgage Banking, Mortgage Lending, Relationship Management, Retail Banking, Small Business Lending, Team Building
Education
University of Michigan 1980 — 1984
Wachovia Bank January 2010 - Present
Skills
Customer Service, Financial Services, Leadership, Leadership Development, Consumer Lending, Banking, Coaching, Credit, Loans, Management, Mortgage Banking, Mortgage Lending, Relationship Management, Retail Banking, Small Business Lending, Team Building
Education
University of Michigan 1980 — 1984
Andree Sharrieff's Wachovia Bank Experience September 2004 - June 2008
Job Learning Manager at TIAACREF
Industry Human Resources
Experience
TIAA-CREF June 2014 - Present
BB&T September 2012 - July 2013
BB&T June 2008 - September 2012
Wachovia Bank September 2004 - June 2008
Wachovia Corporation May 2002 - September 2004
First Union National Bank June 1999 - May 2002
WJZY- TV 1987 - 1990
Skills
Strategy, Strategic Planning, Financial Services, Wealth Management, Succession Planning, Leadership Development, Talent Management, Performance Management, Performance Consulting, Banking, Instructional Design, Leadership, Employee Engagement
Education
American Society of Trainers and Developers 2004 — 2004
Certificate, Human Performance Improvement
University of North Carolina at Chapel Hill 1979 — 1983
BA, Communications
TIAA-CREF June 2014 - Present
BB&T September 2012 - July 2013
BB&T June 2008 - September 2012
Wachovia Bank September 2004 - June 2008
Wachovia Corporation May 2002 - September 2004
First Union National Bank June 1999 - May 2002
WJZY- TV 1987 - 1990
Skills
Strategy, Strategic Planning, Financial Services, Wealth Management, Succession Planning, Leadership Development, Talent Management, Performance Management, Performance Consulting, Banking, Instructional Design, Leadership, Employee Engagement
Education
American Society of Trainers and Developers 2004 — 2004
Certificate, Human Performance Improvement
University of North Carolina at Chapel Hill 1979 — 1983
BA, Communications
Brian Crowder's Wachovia Bank Experience March 1995 - March 1997
Job Mortgage Loan Originator at PNC Mortgage
Industry Banking
Experience
PNC Mortgage March 2012 - Present
RBC Bank March 1995 - March 2012
Wachovia Bank March 1995 - March 1997
Skills
Loan Origination, Mortgage Lending, Loans, Credit, Customer Service, Banking, Sales, Mortgage Banking, Credit Analysis, Consumer Lending, FHA, Residential Mortgages, Refinance, Commercial Lending, VA loans, Small Business Lending, USDA
Education
University of North Carolina at Chapel Hill 1989 — 1993
UNC_CH
PNC Mortgage March 2012 - Present
RBC Bank March 1995 - March 2012
Wachovia Bank March 1995 - March 1997
Skills
Loan Origination, Mortgage Lending, Loans, Credit, Customer Service, Banking, Sales, Mortgage Banking, Credit Analysis, Consumer Lending, FHA, Residential Mortgages, Refinance, Commercial Lending, VA loans, Small Business Lending, USDA
Education
University of North Carolina at Chapel Hill 1989 — 1993
UNC_CH
Jonas Blomqvist's Wachovia Bank Experience March 2004 - April 2006
Job Vice President of Operations at Medical Review Service
Industry Hospital & Health Care
Experience
Medical Review Service April 2006 - Present
Wachovia Bank March 2004 - April 2006
Skills
Budgets, Financial Analysis, HIPAA, Healthcare, Healthcare Information..., Healthcare Management, Insurance, Leadership, Managed Care, Management, Medicare, Operations Management, Process Improvement, Sales, Strategic Planning, Hospitals
Education
University of Miami - School of Business 2008 — 2009
Masters of Business Administration, Health Care Policy and Administration
Wake Forest University 1998 — 2003
Bachelors of Science, Finance
Medical Review Service April 2006 - Present
Wachovia Bank March 2004 - April 2006
Skills
Budgets, Financial Analysis, HIPAA, Healthcare, Healthcare Information..., Healthcare Management, Insurance, Leadership, Managed Care, Management, Medicare, Operations Management, Process Improvement, Sales, Strategic Planning, Hospitals
Education
University of Miami - School of Business 2008 — 2009
Masters of Business Administration, Health Care Policy and Administration
Wake Forest University 1998 — 2003
Bachelors of Science, Finance
Alice Washington's Wachovia Bank Experience 2002 - 2003
Job VP, Legal & Legal Operations at RGP
Industry Management Consulting
Experience
RGP July 2015 - Present
Resources Global Professionals 2004 - 2015
Wachovia Bank 2002 - 2003
Burlington Industries 1998 - 2001
Wachovia Corporation 1989 - 1998
Piedmont Airlines 1984 - 1988
Skills
Due Diligence, Corporate Governance, Employment Law, Mergers, Contract Negotiation, Risk Management, Legal Writing, Dispute Resolution, Strategic Planning, SEC filings, Negotiation
Education
University of North Carolina at Chapel Hill 1981 — 1984
J.D.
Virginia Polytechnic Institute and State University 1974 — 1978
B.S., Family and Child Development
RGP July 2015 - Present
Resources Global Professionals 2004 - 2015
Wachovia Bank 2002 - 2003
Burlington Industries 1998 - 2001
Wachovia Corporation 1989 - 1998
Piedmont Airlines 1984 - 1988
Skills
Due Diligence, Corporate Governance, Employment Law, Mergers, Contract Negotiation, Risk Management, Legal Writing, Dispute Resolution, Strategic Planning, SEC filings, Negotiation
Education
University of North Carolina at Chapel Hill 1981 — 1984
J.D.
Virginia Polytechnic Institute and State University 1974 — 1978
B.S., Family and Child Development
John Pokrzywinski's Wachovia Bank Experience January 1997 - January 2000
Job Division Group Manager at Wachovia
Industry Financial Services
Experience
Wachovia Mortgage September 1996 - December 2008
Wachovia Formely World Savings January 2003 - January 2005
Wachovia Mortgage (formerly World Savings) January 2001 - January 2003
Wachovia January 2000 - January 2001
Wachovia Bank January 1997 - January 2000
Skills
Market Analysis, Staff Development, Valuation, Cost Management, Real Estate, Analysis, Appraisal, Customer Service, Executive Management, Mortgage, Credit, FHA, Appraisals, Residential, Loans, Banking, Team Building, Underwriting, Problem Solving, Financial Analysis, REO, Customer Relations, Negotiation, Risk Management, Foreclosures, Due Diligence, Process Improvement, Strategic Planning, Coaching, Compliance, Vendor Management, Short Sales, Budgeting, Forecasting, Excel, Home, Microsoft Office, Team Leadership
Education
University of Minnesota-Twin Cities 1986 — 1989
BS, Economics
Wachovia Mortgage September 1996 - December 2008
Wachovia Formely World Savings January 2003 - January 2005
Wachovia Mortgage (formerly World Savings) January 2001 - January 2003
Wachovia January 2000 - January 2001
Wachovia Bank January 1997 - January 2000
Skills
Market Analysis, Staff Development, Valuation, Cost Management, Real Estate, Analysis, Appraisal, Customer Service, Executive Management, Mortgage, Credit, FHA, Appraisals, Residential, Loans, Banking, Team Building, Underwriting, Problem Solving, Financial Analysis, REO, Customer Relations, Negotiation, Risk Management, Foreclosures, Due Diligence, Process Improvement, Strategic Planning, Coaching, Compliance, Vendor Management, Short Sales, Budgeting, Forecasting, Excel, Home, Microsoft Office, Team Leadership
Education
University of Minnesota-Twin Cities 1986 — 1989
BS, Economics
John McGeary's Wachovia Bank Experience 2002 - 2004
Job SVP Credit Administration Executive
Industry Banking
Experience
Capital Bank 2014 - Present
Capital Bank (Capital Bank Financial Corp.) 2011 - Present
Capital Bank (Capital Bank Financial Corp.) 2004 - Present
Wachovia Bank 2002 - 2004
Wells Fargo 2000 - 2002
Wells Fargo 1998 - 2000
Wells Fargo 1993 - 1998
Wells Fargo 1991 - 1993
Wells Fargo 1990 - 1991
Skills
Commercial Banking, Consumer Lending, Small Business Lending, Lines Of Credit, Banking, Commercial Lending, Real Estate, Credit Risk, Underwriting, Portfolio Management, Retail Banking, Credit Analysis, Loans, Credit, Loan Origination, Asset Based Lending, Commercial Mortgages
Education
University of North Carolina at Asheville 1982 — 1987
Financial Management, Finaincial Management & Economics
Asheville High School
Capital Bank 2014 - Present
Capital Bank (Capital Bank Financial Corp.) 2011 - Present
Capital Bank (Capital Bank Financial Corp.) 2004 - Present
Wachovia Bank 2002 - 2004
Wells Fargo 2000 - 2002
Wells Fargo 1998 - 2000
Wells Fargo 1993 - 1998
Wells Fargo 1991 - 1993
Wells Fargo 1990 - 1991
Skills
Commercial Banking, Consumer Lending, Small Business Lending, Lines Of Credit, Banking, Commercial Lending, Real Estate, Credit Risk, Underwriting, Portfolio Management, Retail Banking, Credit Analysis, Loans, Credit, Loan Origination, Asset Based Lending, Commercial Mortgages
Education
University of North Carolina at Asheville 1982 — 1987
Financial Management, Finaincial Management & Economics
Asheville High School
ARNOLD GIMPAYA's Wachovia Bank Experience April 1997 - Present
Job Project Manager at Wachovia Bank
Industry Banking
Experience
Wachovia Bank April 1997 - Present
Education
University of North Carolina at Chapel Hill 1987 — 1991
Bachelor of Arts, Political Science and Economics
Wachovia Bank April 1997 - Present
Education
University of North Carolina at Chapel Hill 1987 — 1991
Bachelor of Arts, Political Science and Economics
Anita Joshi's Wachovia Bank Experience 2004 - 2007
Job Sr. QA Analyst Capital Market Technology at US Bank
Industry Information Technology and Services
Experience
U.S. Bank July 2014 - Present
Wells Fargo 2009 - July 2014
Wachovia 2007 - 2009
Wachovia Bank 2004 - 2007
Meltron 1989 - 1991
Skills
Visio, Requirements Analysis, FX, Unix, SQL, Production Support, SDLC, SQL Server, Testing, Quality Assurance, Weblogic, Requirements Gathering, XML, Quality Center, Systems Analysis, Microsoft SQL Server, Software Project..., User Acceptance Testing, Business Requirements, Business Analysis
Education
University of North Carolina at Charlotte - Belk College of Business 2001 — 2003
MBA, Business Finance
Bombay University
U.S. Bank July 2014 - Present
Wells Fargo 2009 - July 2014
Wachovia 2007 - 2009
Wachovia Bank 2004 - 2007
Meltron 1989 - 1991
Skills
Visio, Requirements Analysis, FX, Unix, SQL, Production Support, SDLC, SQL Server, Testing, Quality Assurance, Weblogic, Requirements Gathering, XML, Quality Center, Systems Analysis, Microsoft SQL Server, Software Project..., User Acceptance Testing, Business Requirements, Business Analysis
Education
University of North Carolina at Charlotte - Belk College of Business 2001 — 2003
MBA, Business Finance
Bombay University
Maria Biessener Duncan's Wachovia Bank Experience 1994 - 2005
Job Vice President, PSBI Customer Service Leader at Wells Fargo Insurance Services
Industry Financial Services
Experience
Wells Fargo Insurance Services April 2015 - Present
Wells Fargo June 2007 - April 2015
UnitedHealthcare 2005 - 2007
Wachovia Bank 1994 - 2005
Great-West Life 1992 - 1993
Government Employees' Benefit Association 1989 - 1992
Skills
Management, Strategic Planning, Sales, Call Centers, Process Improvement, Integration, Customer Service, Enterprise Software, Budgets, Financial Services, Leadership, Banking, Vendor Management, Business Analysis, Relationship Management, Investments, Risk Management, Retirement, Employee Benefits
Education
University of St. Thomas 2005 — 2005
Mini MBA
University of Minnesota-Twin Cities 1985 — 1988
Bachelor of Science, Mathematics
University of Minnesota-Morris 1983 — 1985
Wells Fargo Insurance Services April 2015 - Present
Wells Fargo June 2007 - April 2015
UnitedHealthcare 2005 - 2007
Wachovia Bank 1994 - 2005
Great-West Life 1992 - 1993
Government Employees' Benefit Association 1989 - 1992
Skills
Management, Strategic Planning, Sales, Call Centers, Process Improvement, Integration, Customer Service, Enterprise Software, Budgets, Financial Services, Leadership, Banking, Vendor Management, Business Analysis, Relationship Management, Investments, Risk Management, Retirement, Employee Benefits
Education
University of St. Thomas 2005 — 2005
Mini MBA
University of Minnesota-Twin Cities 1985 — 1988
Bachelor of Science, Mathematics
University of Minnesota-Morris 1983 — 1985
Patricia Dawson's Wachovia Bank Experience 1989 - 1994
Job AVP, Soft Dollar, Proxy & Vendor Manager at Nuveen Inv
Industry Financial Services
Experience
faf-advisors AVP, Soft Dollar, Proxy & Vendor ManagerNuveen InvJanuary 2011 - Present
Wachovia 1989 - 2005
PFPC -- Subsidiary of PNC bank -- TPA 401(k) 1989 - 2004
Wachovia Bank 1989 - 1994
Northern Telecom 1977 - 1987
Education
University of Minnesota-Twin Cities
MBA, Marketing
faf-advisors AVP, Soft Dollar, Proxy & Vendor ManagerNuveen InvJanuary 2011 - Present
Wachovia 1989 - 2005
PFPC -- Subsidiary of PNC bank -- TPA 401(k) 1989 - 2004
Wachovia Bank 1989 - 1994
Northern Telecom 1977 - 1987
Education
University of Minnesota-Twin Cities
MBA, Marketing
Catherine Houston's Wachovia Bank Experience September 2008 - June 2009
Job Compliance Manager
Industry Banking
Experience
Wachovia June 2009 - Present
Wachovia Bank September 2008 - June 2009
Education
University of North Carolina at Chapel Hill
B.S., Business
Wachovia June 2009 - Present
Wachovia Bank September 2008 - June 2009
Education
University of North Carolina at Chapel Hill
B.S., Business
Chris Idol's Wachovia Bank Experience 1992 - 2009
Job Senior Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2012 - Present
Wells Fargo May 2009 - August 2012
Wachovia 1992 - 2009
Wachovia Bank 1992 - 2009
Education
University of North Carolina at Charlotte - Belk College of Business 1989 — 1991
Masters, Business Administration
University of North Carolina at Chapel Hill 1978 — 1982
Bachelor of Science, Business Administration
Wells Fargo August 2012 - Present
Wells Fargo May 2009 - August 2012
Wachovia 1992 - 2009
Wachovia Bank 1992 - 2009
Education
University of North Carolina at Charlotte - Belk College of Business 1989 — 1991
Masters, Business Administration
University of North Carolina at Chapel Hill 1978 — 1982
Bachelor of Science, Business Administration
Kaitlin Callahan Ferguson's Wachovia Bank Experience March 2005 - February 2010
Job VP Marketing Information Manager at Bank of America
Industry Financial Services
Experience
Bank of America April 2011 - Present
Morgan Stanley February 2010 - April 2012
Wachovia Bank March 2005 - February 2010
Education
University of North Carolina at Chapel Hill
BS, Business Administration
Bank of America April 2011 - Present
Morgan Stanley February 2010 - April 2012
Wachovia Bank March 2005 - February 2010
Education
University of North Carolina at Chapel Hill
BS, Business Administration
Elizabeth Sharpe's Wachovia Bank Experience 2003 - 2005
Job Vice President at HealthNet Federal Credit Union
Industry Banking
Experience
HealthNet Federal Credit Union June 2012 - Present
Internal Revenue Service April 2011 - June 2012
Internal Revenue Service October 2009 - June 2011
Triumph Bank November 2005 - April 2008
Wachovia Bank 2003 - 2005
Union Planters Bank 1988 - 2003
Nashoba Bank 1998 - 1999
Skills
Banking, Training, Auditing, Human Resources, Customer Service, Sales, Coaching, Marketing, Accounts Payable, Financial Analysis, Credit, Loans, Risk Management, Credit Analysis, Strategic Planning, Accounting, Microsoft Excel, Team Building, Sales Management, Management, Leadership, Budgets, Finance, Mortgage Lending, Financial Reporting, Analysis, Project Management, Change Management, Employee Relations, Performance Management, Public Speaking, Nonprofits, Leadership Development, Microsoft Word, Retail Banking, Executive Management, Payroll, Consumer Lending, Investments, Loan Origination, Employee Training, Financial Risk, Financial Institutions
Education
Leadership Collierville 1996 — 2006
University of Mississippi - School of Business Administration 1983 — 1988
BBA, Banking & Finance / Managerial Finance
Tupelo High School
HealthNet Federal Credit Union June 2012 - Present
Internal Revenue Service April 2011 - June 2012
Internal Revenue Service October 2009 - June 2011
Triumph Bank November 2005 - April 2008
Wachovia Bank 2003 - 2005
Union Planters Bank 1988 - 2003
Nashoba Bank 1998 - 1999
Skills
Banking, Training, Auditing, Human Resources, Customer Service, Sales, Coaching, Marketing, Accounts Payable, Financial Analysis, Credit, Loans, Risk Management, Credit Analysis, Strategic Planning, Accounting, Microsoft Excel, Team Building, Sales Management, Management, Leadership, Budgets, Finance, Mortgage Lending, Financial Reporting, Analysis, Project Management, Change Management, Employee Relations, Performance Management, Public Speaking, Nonprofits, Leadership Development, Microsoft Word, Retail Banking, Executive Management, Payroll, Consumer Lending, Investments, Loan Origination, Employee Training, Financial Risk, Financial Institutions
Education
Leadership Collierville 1996 — 2006
University of Mississippi - School of Business Administration 1983 — 1988
BBA, Banking & Finance / Managerial Finance
Tupelo High School
Dexter Tinnin's Wachovia Bank Experience February 1998 - September 2013
Job Process Manager VP at BB&T
Industry Banking
Experience
BB&T September 2013 - Present
Wachovia February 1998 - September 2013
Wachovia Bank February 1998 - September 2013
Wells Fargo 1998 - September 2013
Wells Fargo 1998 - 2013
Wachovia 1998 - 2005
Skills
Risk Management, Banking, Financial Analysis, Financial Modeling, Business Analysis, Portfolio Management, Strategic Financial..., Process Improvement, Financial Services, Business Process..., Vendor Management, Credit, Analysis, Financial Reporting, Payroll, Investment Banking, Relationship Management, Forecasting, Visio, Finance, Financial Planning
Education
UNC at Chapel Hill 1991 — 1995
Economics
University of North Carolina at Chapel Hill 1991 — 1995
BA, Economics
Bishop McGuinness High School 1987 — 1991
General Studies
BB&T September 2013 - Present
Wachovia February 1998 - September 2013
Wachovia Bank February 1998 - September 2013
Wells Fargo 1998 - September 2013
Wells Fargo 1998 - 2013
Wachovia 1998 - 2005
Skills
Risk Management, Banking, Financial Analysis, Financial Modeling, Business Analysis, Portfolio Management, Strategic Financial..., Process Improvement, Financial Services, Business Process..., Vendor Management, Credit, Analysis, Financial Reporting, Payroll, Investment Banking, Relationship Management, Forecasting, Visio, Finance, Financial Planning
Education
UNC at Chapel Hill 1991 — 1995
Economics
University of North Carolina at Chapel Hill 1991 — 1995
BA, Economics
Bishop McGuinness High School 1987 — 1991
General Studies
John Reyna's Wachovia Bank Experience June 2007 - June 2009
Job Design Professional
Industry Architecture & Planning
Experience
Glavé & Holmes Architecture January 2015 - Present
de la Guardia Victoria Architects & Urbanists July 2012 - Present
Wachovia Bank June 2007 - June 2009
South Carolina Bank and Trust September 2006 - May 2007
The Beach Company July 2006 - September 2006
Skills
Microsoft Excel, Microsoft Office, AutoCAD, Adobe Creative Suite, InDesign, Photoshop, Illustrator, Graphic Design, SketchUp, Revit, Architectural Design, Architecture, AutoCAD Architecture, 3D Studio Max, Sustainable Design, Urban Design, CAD, Concept Development, Design Research, Drawing, Residential Design, Architectural Drawings, Submittals, Sketching, Construction Drawings, Research
Education
University of Miami 2010 — 2012
M.Arch., Architecture
The University of South Carolina
Bachelor of Arts, Philosophy
Glavé & Holmes Architecture January 2015 - Present
de la Guardia Victoria Architects & Urbanists July 2012 - Present
Wachovia Bank June 2007 - June 2009
South Carolina Bank and Trust September 2006 - May 2007
The Beach Company July 2006 - September 2006
Skills
Microsoft Excel, Microsoft Office, AutoCAD, Adobe Creative Suite, InDesign, Photoshop, Illustrator, Graphic Design, SketchUp, Revit, Architectural Design, Architecture, AutoCAD Architecture, 3D Studio Max, Sustainable Design, Urban Design, CAD, Concept Development, Design Research, Drawing, Residential Design, Architectural Drawings, Submittals, Sketching, Construction Drawings, Research
Education
University of Miami 2010 — 2012
M.Arch., Architecture
The University of South Carolina
Bachelor of Arts, Philosophy
Laura Tidwell's Wachovia Bank Experience February 2007 - June 2008
Job Deposit Products Group Marketing Manager at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo March 2015 - Present
Wells Fargo & Co. January 2010 - February 2015
Wachovia July 2008 - December 2009
Wachovia Bank February 2007 - June 2008
Wachovia Bank August 2005 - February 2007
Concentric Consumer Marketing October 2002 - August 2005
Eric Mower and Associates (formerly PriceMcNabb) July 2000 - October 2002
Mullen Advertising (formerly Long Haymes Carr) June 1998 - July 2000
Skills
Cross Selling, Financial Services, Relationship Management, Customer Acquisition, Segmentation, Customer Analysis, Direct Marketing, Integrated Marketing, Multi-channel Marketing, Relationship Marketing, Marketing Strategy, Leadership, Marketing, CRM, Competitive Analysis, Marketing Communications, Strategy
Education
University of North Carolina at Chapel Hill 1994 — 1998
B.S., Business Administration
Wells Fargo March 2015 - Present
Wells Fargo & Co. January 2010 - February 2015
Wachovia July 2008 - December 2009
Wachovia Bank February 2007 - June 2008
Wachovia Bank August 2005 - February 2007
Concentric Consumer Marketing October 2002 - August 2005
Eric Mower and Associates (formerly PriceMcNabb) July 2000 - October 2002
Mullen Advertising (formerly Long Haymes Carr) June 1998 - July 2000
Skills
Cross Selling, Financial Services, Relationship Management, Customer Acquisition, Segmentation, Customer Analysis, Direct Marketing, Integrated Marketing, Multi-channel Marketing, Relationship Marketing, Marketing Strategy, Leadership, Marketing, CRM, Competitive Analysis, Marketing Communications, Strategy
Education
University of North Carolina at Chapel Hill 1994 — 1998
B.S., Business Administration
Ellen Coble's Wachovia Bank Experience June 1981 - February 2003
Job Executive Director, The Hospice Foundation at Hospice & Palliative CareCenter
Industry Hospital & Health Care
Experience
Hospice & Palliative CareCenter May 2010 - Present
Hospice & Palliative Care Center 2008 - Present
Prudential Carolinas Realty June 2005 - May 2008
Forsyth Medical Center Foundation April 2003 - June 2005
Wachovia Bank June 1981 - February 2003
Skills
Business Process..., Fundraising, Program Development, Career Development, Leadership, Volunteer Management, Real Estate, Coaching, Training, Sales, Grant Writing, Philanthropy, Public Speaking, Investments, Business Development, Nonprofits, Board Development, Annual Giving, Management, Community Outreach, Leadership Development, Social Networking, Marketing, Healthcare, Public Relations, Strategic Planning, Event Planning, Planned Giving, Teaching, Stewardship, Non-profit..., Event Management, Organizational..., Alumni Relations, Social Media
Education
University of North Carolina at Chapel Hill 1971 — 1975
BA, English
RJJ Reynolds 1967 — 1971
High School Diploma
Hospice & Palliative CareCenter May 2010 - Present
Hospice & Palliative Care Center 2008 - Present
Prudential Carolinas Realty June 2005 - May 2008
Forsyth Medical Center Foundation April 2003 - June 2005
Wachovia Bank June 1981 - February 2003
Skills
Business Process..., Fundraising, Program Development, Career Development, Leadership, Volunteer Management, Real Estate, Coaching, Training, Sales, Grant Writing, Philanthropy, Public Speaking, Investments, Business Development, Nonprofits, Board Development, Annual Giving, Management, Community Outreach, Leadership Development, Social Networking, Marketing, Healthcare, Public Relations, Strategic Planning, Event Planning, Planned Giving, Teaching, Stewardship, Non-profit..., Event Management, Organizational..., Alumni Relations, Social Media
Education
University of North Carolina at Chapel Hill 1971 — 1975
BA, English
RJJ Reynolds 1967 — 1971
High School Diploma
Ashley Hewitt's Wachovia Bank Experience 2007 - 2008
Job Independent Human Resources Professional
Industry Human Resources
Experience
Mom Corps 2007 - Present
Wachovia Bank 2007 - 2008
Duke Energy 1990 - 2006
Skills
Employee Relations, Human Resources, Internal Communications, Talent Acquisition, HR Consulting, Project Management, Strategy, Leadership, Temporary Placement, Recruiting, Performance Management, Talent Management, Management
Education
University of North Carolina at Chapel Hill 1985 — 1989
BSBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1985 — 1989
BSBA
Jordan High School
Mom Corps 2007 - Present
Wachovia Bank 2007 - 2008
Duke Energy 1990 - 2006
Skills
Employee Relations, Human Resources, Internal Communications, Talent Acquisition, HR Consulting, Project Management, Strategy, Leadership, Temporary Placement, Recruiting, Performance Management, Talent Management, Management
Education
University of North Carolina at Chapel Hill 1985 — 1989
BSBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1985 — 1989
BSBA
Jordan High School
Lauren Sawyers's Wachovia Bank Experience March 2005 - August 2007
Job Communications Consultant with Wells Fargo Wealth, Brokerage and Retirement group at Wells Fargo
Industry Public Relations and Communications
Experience
Wells Fargo December 2011 - Present
Wells Fargo September 2007 - December 2011
Wachovia Bank March 2005 - August 2007
Raycom Sports May 2004 - January 2005
Walkabout Press May 2004 - August 2004
Skills
Leadership, Corporate Communications, Copy Editing, Marketing, Press Releases, Strategy, Newsletters, Strategic Communications, Internal Communications, Public Relations
Education
Virginia Commonwealth University 2003 — 2004
Masters of Science, Sport Leadership
University of North Carolina at Chapel Hill 1999 — 2003
Bachelor of Arts, Journalism and Mass Communication
Wells Fargo December 2011 - Present
Wells Fargo September 2007 - December 2011
Wachovia Bank March 2005 - August 2007
Raycom Sports May 2004 - January 2005
Walkabout Press May 2004 - August 2004
Skills
Leadership, Corporate Communications, Copy Editing, Marketing, Press Releases, Strategy, Newsletters, Strategic Communications, Internal Communications, Public Relations
Education
Virginia Commonwealth University 2003 — 2004
Masters of Science, Sport Leadership
University of North Carolina at Chapel Hill 1999 — 2003
Bachelor of Arts, Journalism and Mass Communication
Jessica Wiegand's Wachovia Bank Experience December 2003 - February 2009
Job
Industry Research
Experience
Vaudra LTD May 2011 - Present
Impact Resource Group December 2010 - May 2011
Wachovia Bank December 2003 - February 2009
American Red Cross April 2001 - April 2002
Skills
Fraud, Private Investigations, Risk Management, Risk Assessment, Analysis, Banking, Financial Risk, Investigation, Fraud Detection, Customer Service
Education
University of New Haven 2002 — 2003
Masters of Science, Forensic Science; Advanced Investigations
University of North Carolina at Charlotte 1997 — 2000
Bachelor of Arts, Criminal Justice
Independence High School
Vaudra LTD May 2011 - Present
Impact Resource Group December 2010 - May 2011
Wachovia Bank December 2003 - February 2009
American Red Cross April 2001 - April 2002
Skills
Fraud, Private Investigations, Risk Management, Risk Assessment, Analysis, Banking, Financial Risk, Investigation, Fraud Detection, Customer Service
Education
University of New Haven 2002 — 2003
Masters of Science, Forensic Science; Advanced Investigations
University of North Carolina at Charlotte 1997 — 2000
Bachelor of Arts, Criminal Justice
Independence High School
Alice Black's Wachovia Bank Experience October 1984 - December 2003
Job Owner, Black Financial Services
Industry Accounting
Experience
Black Financial Services January 1989 - Present
wachovia bank October 1984 - December 2003
Skills
Accounting, Tax, Bookkeeping, Income Tax, Quickbooks, Data Analysis, Workflow Analysis, Payroll Processing, General Ledger, Accounts Payable, Accounts Receivable, Corporate Tax, Payroll, Financial Reporting
Education
Wichita State University 1982 — 1984
MBA, General Business
University of North Carolina at Chapel Hill 1963 — 1965
ba, English, History
Black Financial Services January 1989 - Present
wachovia bank October 1984 - December 2003
Skills
Accounting, Tax, Bookkeeping, Income Tax, Quickbooks, Data Analysis, Workflow Analysis, Payroll Processing, General Ledger, Accounts Payable, Accounts Receivable, Corporate Tax, Payroll, Financial Reporting
Education
Wichita State University 1982 — 1984
MBA, General Business
University of North Carolina at Chapel Hill 1963 — 1965
ba, English, History
Jimbo Harrell's Wachovia Bank Experience 1984 - 2005
Job Managing Partner of Finance and InvestmentsBeacon Partners
Industry Real Estate
Experience
Oaklane Capital, LLC August 2007 - Present
Wachovia Bank 1984 - 2005
Skills
Investments, Asset Management, Brokerage, Asset Managment, Negotiation, Due Diligence, Real Estate, Banking, Commercial Real Estate, Finance, Investment Properties, Leadership, Management, Portfolio Management, Real Estate Development, Risk Management
Education
University of North Carolina at Chapel Hill 1978 — 1982
BSBA and Masters of Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1978 — 1982
BSBA/MBA, Business Administration
Oaklane Capital, LLC August 2007 - Present
Wachovia Bank 1984 - 2005
Skills
Investments, Asset Management, Brokerage, Asset Managment, Negotiation, Due Diligence, Real Estate, Banking, Commercial Real Estate, Finance, Investment Properties, Leadership, Management, Portfolio Management, Real Estate Development, Risk Management
Education
University of North Carolina at Chapel Hill 1978 — 1982
BSBA and Masters of Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1978 — 1982
BSBA/MBA, Business Administration
Robert Cardinal's Wachovia Bank Experience June 2006 - July 2008
Job Licensed Financial Representative, and Entrepreneur
Industry Banking
Experience
Bank of America July 2008 - March 2009
Wachovia Bank June 2006 - July 2008
Ameriprise Financial May 2005 - April 2006
Education
University of Massachusetts, Amherst
Human Nutrition and Performance
Bank of America July 2008 - March 2009
Wachovia Bank June 2006 - July 2008
Ameriprise Financial May 2005 - April 2006
Education
University of Massachusetts, Amherst
Human Nutrition and Performance
Griffith Peck's Wachovia Bank Experience July 1998 - July 2004
Job Independent Capital Markets Professional
Industry Capital Markets
Experience
Wachovia Bank July 1998 - July 2004
Dean Witter June 1994 - May 1998
Lehman Brothers November 1987 - June 1994
E.F. Hutton August 1980 - November 1987
Skills
Equities, Trading, Capital Markets, Risk Management, Series 7, Securities, ETFs, Hedge Funds, Valuation, Alternative Investments, Options, Trading Systems, Fixed Income, Series 63, Bonds, Equity Trading, Asset Management, Financial Markets, Equity Derivatives, Bloomberg, Series 24, Investments
Education
University of Miami
Bachelor of Arts (BA), History, Marine Biology
Wachovia Bank July 1998 - July 2004
Dean Witter June 1994 - May 1998
Lehman Brothers November 1987 - June 1994
E.F. Hutton August 1980 - November 1987
Skills
Equities, Trading, Capital Markets, Risk Management, Series 7, Securities, ETFs, Hedge Funds, Valuation, Alternative Investments, Options, Trading Systems, Fixed Income, Series 63, Bonds, Equity Trading, Asset Management, Financial Markets, Equity Derivatives, Bloomberg, Series 24, Investments
Education
University of Miami
Bachelor of Arts (BA), History, Marine Biology
ARNOLD GIMPAYA's Wachovia Bank Experience April 1997 - October 2008
Job Business Analyst at The RWC Group
Industry Staffing and Recruiting
Experience
The RWC Group Application ManagerWells Fargo2009 - Present
Wachovia Bank April 1997 - October 2008
Education
University of North Carolina at Chapel Hill 1987 — 1991
BA
The RWC Group Application ManagerWells Fargo2009 - Present
Wachovia Bank April 1997 - October 2008
Education
University of North Carolina at Chapel Hill 1987 — 1991
BA
Sheri Rollheiser's Wachovia Bank Experience November 2007 - November 2009
Job Banking Professional
Industry Banking
Experience
Wachovia Bank November 2007 - November 2009
World Savings 1991 - 2007
Skills
Strategic Planning, Acquisition Integration, Customer Service, Team Building, Banking, Customer Relations, Problem Solving, Sales Management, Coaching, Operations Management, Performance Management, Mentoring, Leadership Development, Team Leadership, Mergers, Hiring, Planning
Education
O'Hara High School
University of Missouri-Kansas City
Business, Biology
Wachovia Bank November 2007 - November 2009
World Savings 1991 - 2007
Skills
Strategic Planning, Acquisition Integration, Customer Service, Team Building, Banking, Customer Relations, Problem Solving, Sales Management, Coaching, Operations Management, Performance Management, Mentoring, Leadership Development, Team Leadership, Mergers, Hiring, Planning
Education
O'Hara High School
University of Missouri-Kansas City
Business, Biology
Hanan Iskander's Wachovia Bank Experience January 1999 - February 2002
Job Wells Fargo
Industry Financial Services
Experience
Wells Fargo Home Mortgage July 2013 - Present
Wells Fargo home March 2012 - June 2013
Wells Fargo Home Mortgage February 2011 - March 2012
HomEq March 2008 - October 2010
HomEq May 2007 - March 2008
HomEq March 2002 - April 2007
Wachovia Bank January 1999 - February 2002
Fist Union Mortgage Corp. August 1998 - November 1999
First Union National Bank January 1994 - August 1998
Fist Union Mortgage Corp. January 1991 - January 1994
Skills
Mortgage Servicing, Budgets, Financial Reporting, Default, Bankruptcy, Foreclosures, Loans, Loss Mitigation, Loan Servicing, Mortgage Lending, Analysis, Mortgage Banking, Process Improvement
Education
University of North Carolina at Chapel Hill
Bachelor of Arts, Economics
Wells Fargo Home Mortgage July 2013 - Present
Wells Fargo home March 2012 - June 2013
Wells Fargo Home Mortgage February 2011 - March 2012
HomEq March 2008 - October 2010
HomEq May 2007 - March 2008
HomEq March 2002 - April 2007
Wachovia Bank January 1999 - February 2002
Fist Union Mortgage Corp. August 1998 - November 1999
First Union National Bank January 1994 - August 1998
Fist Union Mortgage Corp. January 1991 - January 1994
Skills
Mortgage Servicing, Budgets, Financial Reporting, Default, Bankruptcy, Foreclosures, Loans, Loss Mitigation, Loan Servicing, Mortgage Lending, Analysis, Mortgage Banking, Process Improvement
Education
University of North Carolina at Chapel Hill
Bachelor of Arts, Economics
Jeffrey Leidheiser's Wachovia Bank Experience September 1984 - November 2001
Job Sr. Financial Analyst at AIG
Industry Financial Services
Experience
AIG July 2007 - Present
EMI CMG June 2004 - January 2007
Wachovia Bank September 1984 - November 2001
Skills
Finance, Accounting, Analysis, Banking, Business Analysis, Crest, Financial Modeling
Education
University of North Carolina at Chapel Hill 1980 — 1984
Bachelor of Arts (B.A.), Economics
AIG July 2007 - Present
EMI CMG June 2004 - January 2007
Wachovia Bank September 1984 - November 2001
Skills
Finance, Accounting, Analysis, Banking, Business Analysis, Crest, Financial Modeling
Education
University of North Carolina at Chapel Hill 1980 — 1984
Bachelor of Arts (B.A.), Economics
Lissa Hudson Archer's Wachovia Bank Experience April 2004 - December 2009
Job Customer Support Specialist at MirrorMate
Industry Marketing and Advertising
Experience
MirrorMate January 2014 - Present
Our Town March 2013 - Present
Wells Fargo Bank, N.A. December 2009 - July 2012
Wachovia Bank April 2004 - December 2009
Mary Kay Cosmetics October 1999 - December 2004
Skills
Banking, Customer Service, Retail Banking, Service Management, Customer Satisfaction, Microsoft Office, Service Delivery, Microsoft Excel, Team Building, Team Leadership, Operations Management, Public Speaking, Account Management, Direct Sales, Customer Retention, Sales, Sales Management, Recruiting, Program Management, Leadership, Strategic Planning
Education
University of North Carolina at Chapel Hill 1971 — 1975
Bachelor of Science (B.S.), Dental Hygiene/Hygienist
MirrorMate January 2014 - Present
Our Town March 2013 - Present
Wells Fargo Bank, N.A. December 2009 - July 2012
Wachovia Bank April 2004 - December 2009
Mary Kay Cosmetics October 1999 - December 2004
Skills
Banking, Customer Service, Retail Banking, Service Management, Customer Satisfaction, Microsoft Office, Service Delivery, Microsoft Excel, Team Building, Team Leadership, Operations Management, Public Speaking, Account Management, Direct Sales, Customer Retention, Sales, Sales Management, Recruiting, Program Management, Leadership, Strategic Planning
Education
University of North Carolina at Chapel Hill 1971 — 1975
Bachelor of Science (B.S.), Dental Hygiene/Hygienist
Mumtaz Pradhan's Wachovia Bank Experience August 2000 - March 2008
Job Financial Sales Consultant
Industry Banking
Experience
PNC BANK 2008 - Present
Wachovia Bank August 2000 - March 2008
Wachovia Bank April 2000 - March 2008
Skills
Credit, Commercial Lending, Consumer Lending, Credit Analysis, Lines Of Credit, Risk Management, Retail Banking, Small Business Lending, Treasury Management, Loans, Commercial Banking, Relationship Management, Finance, Mortgage Lending
Education
University of Mumbai
BSc, Microbiology
PNC BANK 2008 - Present
Wachovia Bank August 2000 - March 2008
Wachovia Bank April 2000 - March 2008
Skills
Credit, Commercial Lending, Consumer Lending, Credit Analysis, Lines Of Credit, Risk Management, Retail Banking, Small Business Lending, Treasury Management, Loans, Commercial Banking, Relationship Management, Finance, Mortgage Lending
Education
University of Mumbai
BSc, Microbiology
Amanda Dance's Wachovia Bank Experience 1998 - 2001
Job Experienced Professional
Industry Consumer Goods
Experience
Victory World Church December 2011 - Present
Victory World Church 2008 - 2010
Wachovia Bank 1998 - 2001
Pepsi Beverages Company 1991 - 1994
Skills
Community Outreach, Sales, Budgets, Training, Microsoft Office, Non-profits, Public Speaking, Leadership Development, Teaching
Education
UNC Chapel Hill 1985 — 1989
BA, Psychology
Harding High School 1982 — 1985
Victory World Church December 2011 - Present
Victory World Church 2008 - 2010
Wachovia Bank 1998 - 2001
Pepsi Beverages Company 1991 - 1994
Skills
Community Outreach, Sales, Budgets, Training, Microsoft Office, Non-profits, Public Speaking, Leadership Development, Teaching
Education
UNC Chapel Hill 1985 — 1989
BA, Psychology
Harding High School 1982 — 1985
Eric Hines's Wachovia Bank Experience January 2002 - January 2003
Job Deployment Manager at Bank of America
Industry Information Technology and Services
Experience
Bank of America December 2012 - Present
National Investors Title Insurance Company January 2008 - January 2011
Investors Title Company and Affiliates January 2006 - January 2008
SunTrust Bank January 2005 - December 2005
Standards Based SolutionsDurha January 2003 - January 2004
Wachovia Bank January 2002 - January 2003
North Carolina State Employees Credit Union January 2000 - January 2002
Skills
Real Estate Transactions, Real Estate, Customer Service, Marketing, Negotiation, Team Building, New Business Development, Sales, Management, Microsoft Office, Underwriting, PowerPoint, Insurance, Risk Management, Title Insurance, SAP, SAP Implementation, System Deployment, Branch Banking, Operational Risk, Call Centers, Call Center..., Operational Risk..., Project Management, Operational Analysis, Process Improvement, Change Management, Organizational..., Data Analysis, Database Administration
Education
University of North Carolina at Chapel Hill
BA, Economics
Bank of America December 2012 - Present
National Investors Title Insurance Company January 2008 - January 2011
Investors Title Company and Affiliates January 2006 - January 2008
SunTrust Bank January 2005 - December 2005
Standards Based SolutionsDurha January 2003 - January 2004
Wachovia Bank January 2002 - January 2003
North Carolina State Employees Credit Union January 2000 - January 2002
Skills
Real Estate Transactions, Real Estate, Customer Service, Marketing, Negotiation, Team Building, New Business Development, Sales, Management, Microsoft Office, Underwriting, PowerPoint, Insurance, Risk Management, Title Insurance, SAP, SAP Implementation, System Deployment, Branch Banking, Operational Risk, Call Centers, Call Center..., Operational Risk..., Project Management, Operational Analysis, Process Improvement, Change Management, Organizational..., Data Analysis, Database Administration
Education
University of North Carolina at Chapel Hill
BA, Economics
Frankie Perry's Wachovia Bank Experience 1973 - 2011
Job President of North Carolina Central University Foundation Board at North Caroolina Central University
Industry Banking
Experience
Frankie J. Perry, Wealth Management Consultant 2012 - Present
North Caroolina Central University September 2004 - Present
Wells Fargo Wealth Managemnt April 1973 - September 2011
Wells Fargo Bank, NA 1973 - 2011
Wachovia Bank 1973 - 2011
Skills
Commercial Lending, Credit, Loans, Wealth Management, Commercial Banking, Credit Analysis
Education
UNC Chapel Hill
Bachelor of Arts (BA), Sociology
Frankie J. Perry, Wealth Management Consultant 2012 - Present
North Caroolina Central University September 2004 - Present
Wells Fargo Wealth Managemnt April 1973 - September 2011
Wells Fargo Bank, NA 1973 - 2011
Wachovia Bank 1973 - 2011
Skills
Commercial Lending, Credit, Loans, Wealth Management, Commercial Banking, Credit Analysis
Education
UNC Chapel Hill
Bachelor of Arts (BA), Sociology
Robert Hays's Wachovia Bank Experience January 2004 - June 2009
Job SVP Treasury Management Operations at BBVA Compass
Industry Banking
Experience
BBVA Compass September 2013 - Present
Regions Bank June 2011 - September 2013
Fiserv June 2009 - March 2011
Wachovia Bank January 2004 - June 2009
Wachovia Bank June 1995 - December 2003
Firstar Bank Milwaukee June 1993 - June 1995
Bank of America - NCNB June 1985 - June 1993
Federal Reserve Bank of Atlanta June 1983 - June 1985
Skills
Strategic Planning, Banking, Customer Service, Coaching, Problem Solving, Team Building, Process Improvement, Operations Management, Cash Management, Administration, Business Analysis, Vendor Management, Business Strategy, Leadership, Strategy, Financial Analysis, Management
Education
University of Miami - School of Business 1978 — 1982
Bachelor of Business Administration (B.B.A.), Marketing
BBVA Compass September 2013 - Present
Regions Bank June 2011 - September 2013
Fiserv June 2009 - March 2011
Wachovia Bank January 2004 - June 2009
Wachovia Bank June 1995 - December 2003
Firstar Bank Milwaukee June 1993 - June 1995
Bank of America - NCNB June 1985 - June 1993
Federal Reserve Bank of Atlanta June 1983 - June 1985
Skills
Strategic Planning, Banking, Customer Service, Coaching, Problem Solving, Team Building, Process Improvement, Operations Management, Cash Management, Administration, Business Analysis, Vendor Management, Business Strategy, Leadership, Strategy, Financial Analysis, Management
Education
University of Miami - School of Business 1978 — 1982
Bachelor of Business Administration (B.B.A.), Marketing
Jan Farrington's Wachovia Bank Experience 1968 - 1970
Job Executive Director at Medical Support & Development Org. Inc
Industry Nonprofit Organization Management
Experience
Medical Support & Development Org. Inc January 1986 - Present
Wachovia Bank 1968 - 1970
New Orleans Pubic Schools 1965 - 1968
Education
University of Mississippi
Bachelor of Arts (BA), Secondary Education
Medical Support & Development Org. Inc January 1986 - Present
Wachovia Bank 1968 - 1970
New Orleans Pubic Schools 1965 - 1968
Education
University of Mississippi
Bachelor of Arts (BA), Secondary Education
Matthew Odom's Wachovia Bank Experience June 2006 - March 2011
Job Business Relationship Manager at Logisource, Inc.
Industry Logistics and Supply Chain
Experience
The MotherVine Nutraceutical Company, LLC March 2011 - Present
Logisource 2013 - 2013
Wachovia Bank June 2006 - March 2011
BB&T June 2001 - June 2006
Skills
Business Relationship..., New Business Development, Corporate Finance, Financial Analysis, Financial Modeling, Accounting
Education
University of North Carolina at Chapel Hill 1988 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
Olympic Senior High School 1985 — 1988
Diploma
The MotherVine Nutraceutical Company, LLC March 2011 - Present
Logisource 2013 - 2013
Wachovia Bank June 2006 - March 2011
BB&T June 2001 - June 2006
Skills
Business Relationship..., New Business Development, Corporate Finance, Financial Analysis, Financial Modeling, Accounting
Education
University of North Carolina at Chapel Hill 1988 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
Olympic Senior High School 1985 — 1988
Diploma
Daina Supstiks's Wachovia Bank Experience June 2007 - September 2009
Job Business Banking Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2013 - Present
Citi May 2011 - Present
JPMorgan Chase September 2009 - May 2011
Wachovia Bank June 2007 - September 2009
Skills
Banking, Financial Analysis, Credit, Retail Banking, Loans, Credit Risk, Commercial Banking, Relationship Management, Financial Modeling, Risk Management, Fixed Income, Portfolio Management, Sales
Education
University of Missouri-Columbia 1982 — 1985
Master's degree, Educational Administration and Supervision
University of Missouri-Columbia
Bachelor's degree, Education, 3.7
Wells Fargo June 2013 - Present
Citi May 2011 - Present
JPMorgan Chase September 2009 - May 2011
Wachovia Bank June 2007 - September 2009
Skills
Banking, Financial Analysis, Credit, Retail Banking, Loans, Credit Risk, Commercial Banking, Relationship Management, Financial Modeling, Risk Management, Fixed Income, Portfolio Management, Sales
Education
University of Missouri-Columbia 1982 — 1985
Master's degree, Educational Administration and Supervision
University of Missouri-Columbia
Bachelor's degree, Education, 3.7
Buddy Wood's Wachovia Bank Experience 2006 - 2009
Job
Industry Banking
Experience
Wells Fargo June 2009 - Present
Wachovia Bank 2006 - 2009
Wachovia Bank 2003 - 2006
Fidelity Bank 2002 - 2003
Wachovia Bank 2001 - 2002
First Citizens Bank 1978 - 2001
Skills
Credit, Banking, Commercial Lending, Commercial Banking, Real Estate Lending, Branch Management, Management, Portfolio Management, Credit Analysis
Education
University of North Carolina at Chapel Hill 1973 — 1977
Bachelor of Science (B.S.)
Wells Fargo June 2009 - Present
Wachovia Bank 2006 - 2009
Wachovia Bank 2003 - 2006
Fidelity Bank 2002 - 2003
Wachovia Bank 2001 - 2002
First Citizens Bank 1978 - 2001
Skills
Credit, Banking, Commercial Lending, Commercial Banking, Real Estate Lending, Branch Management, Management, Portfolio Management, Credit Analysis
Education
University of North Carolina at Chapel Hill 1973 — 1977
Bachelor of Science (B.S.)
Diane Wylie's Wachovia Bank Experience 2000 - 2005
Job Deposit Compliance Officer at Bank of Oak Ridge
Industry Banking
Experience
Bank of Oak Ridge April 2014 - Present
Bank of Oak Ridge March 2005 - April 2014
Wachovia Bank 2000 - 2005
Wachovia Bank 1988 - 2000
Skills
Banking Compliance,...
Education
University of North Carolina at Chapel Hill 1980 — 1984
Bachelor of Science (B.S.), Labor and Industrial Relations
Bank of Oak Ridge April 2014 - Present
Bank of Oak Ridge March 2005 - April 2014
Wachovia Bank 2000 - 2005
Wachovia Bank 1988 - 2000
Skills
Banking Compliance,...
Education
University of North Carolina at Chapel Hill 1980 — 1984
Bachelor of Science (B.S.), Labor and Industrial Relations
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.