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
Vanessa Watts Vanessa Watts's Wachovia Bank Experience July 2006 - March 2007
Job Human Resources Generalist at Marriott Vacation Worldwide
Industry Hospitality
Experience
Marriott Vacations Worldwide Corporation February 2015 - Present
Marriott Vacations Worldwide Corporation February 2015 - Present
Aon Hewitt January 2014 - January 2015
The Hartford August 2011 - January 2014
City of Maitland April 2008 - August 2011
State Attorney's Office March 2007 - April 2008
Wachovia Bank July 2006 - March 2007
Wachovia Bank June 2004 - July 2006
Skills
Access, Microsoft Office, Microsoft Excel, Microsoft Word, Recruiting, Outlook, Customer Service, Teamwork, Excel, Fax, Analytical Skills, Verbal and Written..., Critical Thinking, Time Management, Highly detail oriented, Interpersonal Skill, PowerPoint, Human Resources, Analysis, Public Speaking, Team Building, Coaching, Leadership, Event Planning
Education
Columbia College 2010 — 2013
B.S, Business
Seminole State College of Florida 2006 — 2008
Associate, Business
Maynard Evans High School 1999 — 2002
High School Diploma, General
Marriott Vacations Worldwide Corporation February 2015 - Present
Marriott Vacations Worldwide Corporation February 2015 - Present
Aon Hewitt January 2014 - January 2015
The Hartford August 2011 - January 2014
City of Maitland April 2008 - August 2011
State Attorney's Office March 2007 - April 2008
Wachovia Bank July 2006 - March 2007
Wachovia Bank June 2004 - July 2006
Skills
Access, Microsoft Office, Microsoft Excel, Microsoft Word, Recruiting, Outlook, Customer Service, Teamwork, Excel, Fax, Analytical Skills, Verbal and Written..., Critical Thinking, Time Management, Highly detail oriented, Interpersonal Skill, PowerPoint, Human Resources, Analysis, Public Speaking, Team Building, Coaching, Leadership, Event Planning
Education
Columbia College 2010 — 2013
B.S, Business
Seminole State College of Florida 2006 — 2008
Associate, Business
Maynard Evans High School 1999 — 2002
High School Diploma, General
Anitra Lawrence's Wachovia Bank Experience January 2001 - June 2003
Job Paralegal at Kasowitz, Benson, Torres & Friedman LLP
Industry Law Practice
Experience
Kasowitz, Benson, Torres & Friedman LLP October 2006 - Present
U.S. Bankruptcy Court June 2003 - October 2006
Wachovia Bank January 2001 - June 2003
Skills
Paralegals, Legal Assistance, Legal, Courts, Hearings, Legal Documents, Trials, Westlaw, Pleadings, Litigation Support, Lexis, Document Review, Bankruptcy, Legal Writing, Legal Research, Litigation
Education
Colorado Technical University-Online 2004 — 2005
Master's degree, Executive Business Administration
Main Line Paralegal Institute 2002 — 2003
Paralegal Certificate, Paralegal
Temple University - Fox School of Business and Management 1998 — 2002
Bachelor of Business Administration (BBA), Business Administration and Law
Bartram Motivation Center 1991 — 1995
Dipolma, General Studies, HIgh School
Kasowitz, Benson, Torres & Friedman LLP October 2006 - Present
U.S. Bankruptcy Court June 2003 - October 2006
Wachovia Bank January 2001 - June 2003
Skills
Paralegals, Legal Assistance, Legal, Courts, Hearings, Legal Documents, Trials, Westlaw, Pleadings, Litigation Support, Lexis, Document Review, Bankruptcy, Legal Writing, Legal Research, Litigation
Education
Colorado Technical University-Online 2004 — 2005
Master's degree, Executive Business Administration
Main Line Paralegal Institute 2002 — 2003
Paralegal Certificate, Paralegal
Temple University - Fox School of Business and Management 1998 — 2002
Bachelor of Business Administration (BBA), Business Administration and Law
Bartram Motivation Center 1991 — 1995
Dipolma, General Studies, HIgh School
Tamia S. Lavimodiere Tamia S. Lavimodiere's Wachovia Bank Experience January 1989 - January 2007
Job Experienced in Customer Service, Basic Accounting and Auditing in both the Banking and Healthcare Fields
Industry Banking
Experience
Patient First Corporation November 2009 - September 2012
AIM Healthcare Service Inc October 2007 - July 2009
Wachovia Bank January 1989 - January 2007
Landmark Medical Center January 1986 - January 1989
Skills
General Administrative..., Microsoft Excel, Microsoft Word, Microsoft Outlook, Research and..., Analytical Skills, Customer Service, Problem Solving, Medical Terminology, Knowledge of ICD-9 and..., Travel Arrangements, Written Correspondence, Telephone Manner, Training, Compiling Various..., Verify Insurance..., Insurance claim filing, Working under strict..., Meeting Planning, Knowledge of Medicare,..., Outlook, Insurance, HIPAA, Invoicing, Accounts Receivable, Health Insurance, Data Entry
Education
Johnson & Wales University 1988 — 1989
Coursework, Business Administration
Community College of Rhode Island 1977 — 1979
Coursework, Sciences
Lincoln Senior High School 1973 — 1977
High School Diploma, College Preparatory
Patient First Corporation November 2009 - September 2012
AIM Healthcare Service Inc October 2007 - July 2009
Wachovia Bank January 1989 - January 2007
Landmark Medical Center January 1986 - January 1989
Skills
General Administrative..., Microsoft Excel, Microsoft Word, Microsoft Outlook, Research and..., Analytical Skills, Customer Service, Problem Solving, Medical Terminology, Knowledge of ICD-9 and..., Travel Arrangements, Written Correspondence, Telephone Manner, Training, Compiling Various..., Verify Insurance..., Insurance claim filing, Working under strict..., Meeting Planning, Knowledge of Medicare,..., Outlook, Insurance, HIPAA, Invoicing, Accounts Receivable, Health Insurance, Data Entry
Education
Johnson & Wales University 1988 — 1989
Coursework, Business Administration
Community College of Rhode Island 1977 — 1979
Coursework, Sciences
Lincoln Senior High School 1973 — 1977
High School Diploma, College Preparatory
Brett Wise Brett Wise's Wachovia Bank Experience July 2008 - June 2009
Job Global Banking Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo November 2014 - Present
Wells Fargo July 2014 - November 2014
Wells Fargo January 2013 - June 2014
Wells Fargo June 2009 - January 2013
Wachovia Bank July 2008 - June 2009
Skills
Microsoft Excel, Financial Analysis, Banking, Financial Modeling, Finance
Education
Clemson University - College of Business and Behavioral Science 2004 — 2008
Bachelor of Science (B.S.), Financial Management, Magna Cum Laude
Wells Fargo November 2014 - Present
Wells Fargo July 2014 - November 2014
Wells Fargo January 2013 - June 2014
Wells Fargo June 2009 - January 2013
Wachovia Bank July 2008 - June 2009
Skills
Microsoft Excel, Financial Analysis, Banking, Financial Modeling, Finance
Education
Clemson University - College of Business and Behavioral Science 2004 — 2008
Bachelor of Science (B.S.), Financial Management, Magna Cum Laude
Darryl Yates, MBA Darryl Yates, MBA's Wachovia Bank Experience March 2005 - December 2009
Job Marketing Mananger at Extensions Plus
Industry Marketing and Advertising
Experience
Extensions Plus July 2014 - Present
G2 Marketing Solutions May 2011 - Present
EURweb.com November 2006 - Present
Audionamix March 2010 - October 2012
Wachovia Bank March 2005 - December 2009
Wells Fargo Financial November 2002 - March 2005
Capitol Records August 2001 - December 2001
The White House June 2000 - August 2000
Skills
Advertising, Customer Relations, SEO, Market Planning, Adobe Creative Suite, Strategic Planning, Corporate Communications, Marketing Strategy, Marketing, Entertainment, Customer Service, Business Development, Social Media, Social Networking, Leadership, Management, Start-ups, Strategy, Entrepreneurship, Media Relations, Sales, New Business Development, Business Planning, Product Management, Strategic Communications, Sales Process, Social Media Marketing, Online Marketing, Email Marketing, Public Relations, Strategic Partnerships, Digital Media, Marketing Communications, Interviews
Education
Keller Graduate School of Management of DeVry University 2004 — 2007
Masters Degree, Business Administration
College of Charleston 1998 — 2002
B.A, Corporate Communications
Beaufort High 1995 — 1998
High School Diploma, Business
Extensions Plus July 2014 - Present
G2 Marketing Solutions May 2011 - Present
EURweb.com November 2006 - Present
Audionamix March 2010 - October 2012
Wachovia Bank March 2005 - December 2009
Wells Fargo Financial November 2002 - March 2005
Capitol Records August 2001 - December 2001
The White House June 2000 - August 2000
Skills
Advertising, Customer Relations, SEO, Market Planning, Adobe Creative Suite, Strategic Planning, Corporate Communications, Marketing Strategy, Marketing, Entertainment, Customer Service, Business Development, Social Media, Social Networking, Leadership, Management, Start-ups, Strategy, Entrepreneurship, Media Relations, Sales, New Business Development, Business Planning, Product Management, Strategic Communications, Sales Process, Social Media Marketing, Online Marketing, Email Marketing, Public Relations, Strategic Partnerships, Digital Media, Marketing Communications, Interviews
Education
Keller Graduate School of Management of DeVry University 2004 — 2007
Masters Degree, Business Administration
College of Charleston 1998 — 2002
B.A, Corporate Communications
Beaufort High 1995 — 1998
High School Diploma, Business
Arlene Shackelford Arlene Shackelford's Wachovia Bank Experience April 1995 - November 2003
Job Human Resources Professional at NextEra Energy
Industry Utilities
Experience
NextEra Energy, Inc. January 2015 - Present
NextEra Energy February 2005 - Present
Wachovia Bank April 1995 - November 2003
USAirways, Inc. Charlotte, N.C. July 1986 - April 1995
Skills
Employee Relations, Banking, Performance Management, Organizational..., Leadership Development, Human Resources, Recruiting, Personnel Management, Labor Relations, Coaching, Employment Law, Conflict Resolution, Training, Interviews, Applicant Tracking..., College Recruiting, Onboarding, Sourcing, Leadership, Talent Acquisition, Talent Management, Succession Planning, Workforce Planning, Management, Policy, Team Leadership, Employee Engagement, Organizational..., Deferred Compensation, Employee Training, Temporary Placement, Diversity & Inclusion, HRIS, Career Development
Education
Columbia College (SC) 1997 — 1999
M.A.
Florida Memorial College 1979 — 1981
B.S.
NextEra Energy, Inc. January 2015 - Present
NextEra Energy February 2005 - Present
Wachovia Bank April 1995 - November 2003
USAirways, Inc. Charlotte, N.C. July 1986 - April 1995
Skills
Employee Relations, Banking, Performance Management, Organizational..., Leadership Development, Human Resources, Recruiting, Personnel Management, Labor Relations, Coaching, Employment Law, Conflict Resolution, Training, Interviews, Applicant Tracking..., College Recruiting, Onboarding, Sourcing, Leadership, Talent Acquisition, Talent Management, Succession Planning, Workforce Planning, Management, Policy, Team Leadership, Employee Engagement, Organizational..., Deferred Compensation, Employee Training, Temporary Placement, Diversity & Inclusion, HRIS, Career Development
Education
Columbia College (SC) 1997 — 1999
M.A.
Florida Memorial College 1979 — 1981
B.S.
Courtney Holland's Wachovia Bank Experience October 2006 - May 2010
Job Exceptional experience in banking
Industry Banking
Experience
One World Bank May 2015 - Present
Lawns of Dallas February 2014 - April 2015
ViewPoint Bank October 2011 - February 2014
Park Cities Bank October 2011 - October 2012
Wachovia Bank October 2006 - May 2010
Skills
Retail Banking, Banking, Customer Service, Administrative..., Auditing, Branch Banking, Deposits, Commercial Banking, Cross Selling, Cash Management, Insurance, Call Centers, Sales, Customer Satisfaction, Financial Services, Training, Customer Experience, Accounts Receivable, Retail, Accounts Payable
Education
Collin County Community College 2012 — 2015
Associate of Arts and Sciences (AAS), Business Administration and Management, General, 3.9
One World Bank May 2015 - Present
Lawns of Dallas February 2014 - April 2015
ViewPoint Bank October 2011 - February 2014
Park Cities Bank October 2011 - October 2012
Wachovia Bank October 2006 - May 2010
Skills
Retail Banking, Banking, Customer Service, Administrative..., Auditing, Branch Banking, Deposits, Commercial Banking, Cross Selling, Cash Management, Insurance, Call Centers, Sales, Customer Satisfaction, Financial Services, Training, Customer Experience, Accounts Receivable, Retail, Accounts Payable
Education
Collin County Community College 2012 — 2015
Associate of Arts and Sciences (AAS), Business Administration and Management, General, 3.9
Bobby Warrick's Wachovia Bank Experience 1990 - 1994
Job Senior Vice President Senior Lender at ServisFirst Bank
Industry Banking
Experience
ServisFirst Bank January 2015 - Present
CresCom Bank November 1998 - January 2015
The Anchor Bank 1994 - 1998
Wachovia Bank 1990 - 1994
Skills
Small Business Lending, Commercial Lending, Loans, Commercial Banking, Banking, Credit, Credit Analysis, Portfolio Management, Underwriting, Consumer Lending, Financial Analysis, Risk Management, Mortgage Lending, Credit Risk, Retail Banking, Refinance, Lines Of Credit, Financial Risk
Education
College of Charleston 1984 — 1988
Bachelor of Arts (BA), Political Science
Louisiana State University 1997 — 1999
The Graduate School Of Banking
ServisFirst Bank January 2015 - Present
CresCom Bank November 1998 - January 2015
The Anchor Bank 1994 - 1998
Wachovia Bank 1990 - 1994
Skills
Small Business Lending, Commercial Lending, Loans, Commercial Banking, Banking, Credit, Credit Analysis, Portfolio Management, Underwriting, Consumer Lending, Financial Analysis, Risk Management, Mortgage Lending, Credit Risk, Retail Banking, Refinance, Lines Of Credit, Financial Risk
Education
College of Charleston 1984 — 1988
Bachelor of Arts (BA), Political Science
Louisiana State University 1997 — 1999
The Graduate School Of Banking
Cameal Jackson's Wachovia Bank Experience May 2005 - September 2008
Job Project Manager
Industry Insurance
Experience
Protective Life June 2012 - Present
Jack Henry & Associates September 2008 - June 2012
Wachovia Bank May 2005 - September 2008
Skills
Banking, Project Management, Requirements Gathering, Training, Requirements Analysis, MS Project, Vendor Management, WebEx, SQL, PMO, Project Planning, Mainframe, Software Implementation, Microsoft Office, Team Building, Integration, Managing Meetings, Problem Solving, Risk Management, Cross-functional Team..., Banking Software, Queries, Vendor Relationships, Analytical Applications, Project Server, SDLC
Education
Columbia Southern University 2011 — 2013
BSBA, Concentration in Project Management
University of Alabama 2001 — 2003
BS, Business Administration
Protective Life June 2012 - Present
Jack Henry & Associates September 2008 - June 2012
Wachovia Bank May 2005 - September 2008
Skills
Banking, Project Management, Requirements Gathering, Training, Requirements Analysis, MS Project, Vendor Management, WebEx, SQL, PMO, Project Planning, Mainframe, Software Implementation, Microsoft Office, Team Building, Integration, Managing Meetings, Problem Solving, Risk Management, Cross-functional Team..., Banking Software, Queries, Vendor Relationships, Analytical Applications, Project Server, SDLC
Education
Columbia Southern University 2011 — 2013
BSBA, Concentration in Project Management
University of Alabama 2001 — 2003
BS, Business Administration
Scott A. Hayman Scott A. Hayman's Wachovia Bank Experience 2002 - 2007
Job Business Development & Fundraising Expert
Industry Nonprofit Organization Management
Experience
501 Commons February 2015 - Present
Lochshire Condominium Owners Association March 2015 - Present
The Seattle Foundation July 2013 - February 2015
Union for Reform Judaism January 2011 - June 2013
D.A.R.E. America 2008 - 2010
Alzheimer's Association® 2008 - 2008
Wachovia Bank 2002 - 2007
Self-employed Real Estate Sales and Finance Professional 2000 - 2002
Boy Scouts of America, Western Los Angeles County Council 1997 - 2000
City of Hope 1994 - 1997
Skills
Fundraising, Leadership, Stewardship, Planned Giving, Public Speaking, Grant Writing, Event Planning, Strategic Planning, Raiser's Edge, Prospect Research, Budgets, Leadership Development, Marketing Communications, Coaching, Entrepreneurship, Major Gift Solicitations, Analytical Skills, Superior written &..., High Achiever, Lifelong Learning, Prospecting Skills, Critical Thinking, Annual Giving, Grants, Training, Management, Nonprofits, Philanthropy, Event Management
Education
Woodbury University 2008 — 2009
Master of Arts
Saint Martin's University
Bachelor of Arts
Community College of the Air Force
Associate's Degree
501 Commons February 2015 - Present
Lochshire Condominium Owners Association March 2015 - Present
The Seattle Foundation July 2013 - February 2015
Union for Reform Judaism January 2011 - June 2013
D.A.R.E. America 2008 - 2010
Alzheimer's Association® 2008 - 2008
Wachovia Bank 2002 - 2007
Self-employed Real Estate Sales and Finance Professional 2000 - 2002
Boy Scouts of America, Western Los Angeles County Council 1997 - 2000
City of Hope 1994 - 1997
Skills
Fundraising, Leadership, Stewardship, Planned Giving, Public Speaking, Grant Writing, Event Planning, Strategic Planning, Raiser's Edge, Prospect Research, Budgets, Leadership Development, Marketing Communications, Coaching, Entrepreneurship, Major Gift Solicitations, Analytical Skills, Superior written &..., High Achiever, Lifelong Learning, Prospecting Skills, Critical Thinking, Annual Giving, Grants, Training, Management, Nonprofits, Philanthropy, Event Management
Education
Woodbury University 2008 — 2009
Master of Arts
Saint Martin's University
Bachelor of Arts
Community College of the Air Force
Associate's Degree
Joe Keadle's Wachovia Bank Experience 1998 - 2002
Job Senior Vice President of Operations at Automotive Finance Corporation
Industry Financial Services
Experience
Automotive Finance Corporation January 2015 - Present
Automotive Finance Corporation March 2011 - Present
Automotive Finance Corporation January 2010 - March 2011
New South Federal Savings Bank March 2002 - January 2010
Wachovia Bank 1998 - 2002
Georgia Square Auto Center 1993 - 1997
Skills
Leadership, Operations Management, Customer Satisfaction, New Business Development, Management, Risk Management, Relationship Management, Sales Management, Customer Retention, Budgets, Sales, Strategic Planning, Training, Forecasting, Finance, Credit, Team Leadership, Loans, Coaching, Retail, Profit, P&L Management, Project Management, Customer Service, Marketing, Automotive, Team Building, Strategy Execution, Operational Execution, Getting things done...
Education
College of Charleston
BS, Psychology
Automotive Finance Corporation January 2015 - Present
Automotive Finance Corporation March 2011 - Present
Automotive Finance Corporation January 2010 - March 2011
New South Federal Savings Bank March 2002 - January 2010
Wachovia Bank 1998 - 2002
Georgia Square Auto Center 1993 - 1997
Skills
Leadership, Operations Management, Customer Satisfaction, New Business Development, Management, Risk Management, Relationship Management, Sales Management, Customer Retention, Budgets, Sales, Strategic Planning, Training, Forecasting, Finance, Credit, Team Leadership, Loans, Coaching, Retail, Profit, P&L Management, Project Management, Customer Service, Marketing, Automotive, Team Building, Strategy Execution, Operational Execution, Getting things done...
Education
College of Charleston
BS, Psychology
David Worster, CFP®, CLU, ChFC's Wachovia Bank Experience 2002 - 2004
Job Regional Vice President at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors August 2015 - Present
USAA Wealth Management January 2014 - March 2015
New Albany Capital Partners, LLC August 2011 - January 2014
KGL Holdings October 2009 - March 2010
Nationwide Financial July 2008 - September 2009
Agility (Formerly PWC Logistics) December 2006 - June 2008
Lincoln Financial Distributors February 2005 - November 2006
Wachovia Bank 2002 - 2004
Sun Life Financial 2000 - 2002
Nationwide Financial Services 1993 - 2000
Skills
Strategic Planning, Risk Management, Business Development, Portfolio Management, Strategy, Operations Management, Leadership, Management, Business Planning, Business Strategy, New Business Development, Competitive Analysis, Process Improvement, Team Building, Analysis, Executive Management, Budgets, Investments, Strategic Financial..., Insurance, Cross-functional Team..., Program Management, CRM, Forecasting, Team Leadership, Project Planning, Account Management, Negotiation, Contract Negotiation, Mergers & Acquisitions
Education
Xavier University - School of Business Administration 1998 — 2000
MBA
Ohio University 1982 — 1986
BBA, Marketing
College for Financial Planning
Certified Financial Planner™ (CFP®)
The American College
Chartered Life Underwriter (CLU)
The American College
Chartered Financial Consultant (ChFC)
Mercer Advisors August 2015 - Present
USAA Wealth Management January 2014 - March 2015
New Albany Capital Partners, LLC August 2011 - January 2014
KGL Holdings October 2009 - March 2010
Nationwide Financial July 2008 - September 2009
Agility (Formerly PWC Logistics) December 2006 - June 2008
Lincoln Financial Distributors February 2005 - November 2006
Wachovia Bank 2002 - 2004
Sun Life Financial 2000 - 2002
Nationwide Financial Services 1993 - 2000
Skills
Strategic Planning, Risk Management, Business Development, Portfolio Management, Strategy, Operations Management, Leadership, Management, Business Planning, Business Strategy, New Business Development, Competitive Analysis, Process Improvement, Team Building, Analysis, Executive Management, Budgets, Investments, Strategic Financial..., Insurance, Cross-functional Team..., Program Management, CRM, Forecasting, Team Leadership, Project Planning, Account Management, Negotiation, Contract Negotiation, Mergers & Acquisitions
Education
Xavier University - School of Business Administration 1998 — 2000
MBA
Ohio University 1982 — 1986
BBA, Marketing
College for Financial Planning
Certified Financial Planner™ (CFP®)
The American College
Chartered Life Underwriter (CLU)
The American College
Chartered Financial Consultant (ChFC)
Hedy Symons Hedy Symons's Wachovia Bank Experience September 1998 - November 2007
Job A Time To Travel
Industry Leisure, Travel & Tourism
Experience
A Time To Travel January 2011 - Present
Wachovia Bank September 1998 - November 2007
Skills
Customer Service, Coaching, Word, Problem Solving, Excel, Microsoft Office, Financial Analysis, Strategic Planning, Public Speaking, Travel Planning, Tourism, Travel Arrangements, Leisure Travel
Education
Community College of Philadelphia 1968 — 1971
AAS, Mental Health
Overbrook High school
A Time To Travel January 2011 - Present
Wachovia Bank September 1998 - November 2007
Skills
Customer Service, Coaching, Word, Problem Solving, Excel, Microsoft Office, Financial Analysis, Strategic Planning, Public Speaking, Travel Planning, Tourism, Travel Arrangements, Leisure Travel
Education
Community College of Philadelphia 1968 — 1971
AAS, Mental Health
Overbrook High school
Laura Addington Laura Addington's Wachovia Bank Experience March 2006 - September 2009
Job Business Analyst at Ingersoll Rand
Industry Facilities Services
Experience
Ingersoll Rand (Insight Global) March 2015 - Present
Wells Fargo (Apex Systems) April 2014 - March 2015
ISS Facility Services A/S July 2011 - January 2014
Wells Fargo Securities September 2009 - September 2010
Wachovia Bank March 2006 - September 2009
Uptown Christ Covenant Church November 2003 - January 2006
Colfax Corp May 2003 - July 2003
Maersk Inc. (Bridge Terminal Transport) February 2001 - April 2002
Maersk Logistics, Inc. November 1999 - February 2001
Maersk, Inc. (acquired Sea-Land Services, Inc.) January 1999 - November 1999
Skills
SharePoint, Budgets, Management, Process Improvement, Leadership, Troubleshooting, Visio, Strategy, Instructional Materials, Business Analysis, Team Building, Project Management, Operations Management, Vendor Management, Customer Service, Program Management, Training, Project Planning, Contract Negotiation
Education
Columbia International University 1995 — 1997
Master of Education
Duke Continuing Education Studies 2002 — 2002
College of Charleston 1983 — 1989
Bachelor of Arts
Ingersoll Rand (Insight Global) March 2015 - Present
Wells Fargo (Apex Systems) April 2014 - March 2015
ISS Facility Services A/S July 2011 - January 2014
Wells Fargo Securities September 2009 - September 2010
Wachovia Bank March 2006 - September 2009
Uptown Christ Covenant Church November 2003 - January 2006
Colfax Corp May 2003 - July 2003
Maersk Inc. (Bridge Terminal Transport) February 2001 - April 2002
Maersk Logistics, Inc. November 1999 - February 2001
Maersk, Inc. (acquired Sea-Land Services, Inc.) January 1999 - November 1999
Skills
SharePoint, Budgets, Management, Process Improvement, Leadership, Troubleshooting, Visio, Strategy, Instructional Materials, Business Analysis, Team Building, Project Management, Operations Management, Vendor Management, Customer Service, Program Management, Training, Project Planning, Contract Negotiation
Education
Columbia International University 1995 — 1997
Master of Education
Duke Continuing Education Studies 2002 — 2002
College of Charleston 1983 — 1989
Bachelor of Arts
Robert H. Bruno's Wachovia Bank Experience December 1993 - March 2000
Job Vice President at Huntington National Bank
Industry Banking
Experience
Huntington National Bank April 2002 - Present
Consulting Corporation of America May 1985 - December 2003
The Money Store 1993 - 2001
Wachovia Bank December 1993 - March 2000
General Electric Credit Corporation June 1972 - May 1985
Skills
Small Business Lending, Real Estate Economics, Due Diligence, Strategic Planning, Negotiation, Coaching, Contract Negotiation, Marketing Communications, Microsoft Excel, Real Estate Transactions, Commercial Lending, Commercial Banking, Property Management, Lines Of Credit, Loans, Consumer Lending, SBA, Credit Analysis, Credit, Banking, Loan Origination, Commercial Real Estate, Mortgage Lending, Portfolio Management, Real Estate, USDA, Underwriting, Asset Based Lending, Cash Flow Lending, Commercial Mortgages, Cross Selling, Finance, Financial Analysis, Investments, Middle Market
Education
Cleveland State Universtity 1966 — 1971
Bachelor of Business Administration (B.B.A.), Marketing Psychology
Cleveland State University
BBA, Marketing, Finance and Psychology
Huntington National Bank April 2002 - Present
Consulting Corporation of America May 1985 - December 2003
The Money Store 1993 - 2001
Wachovia Bank December 1993 - March 2000
General Electric Credit Corporation June 1972 - May 1985
Skills
Small Business Lending, Real Estate Economics, Due Diligence, Strategic Planning, Negotiation, Coaching, Contract Negotiation, Marketing Communications, Microsoft Excel, Real Estate Transactions, Commercial Lending, Commercial Banking, Property Management, Lines Of Credit, Loans, Consumer Lending, SBA, Credit Analysis, Credit, Banking, Loan Origination, Commercial Real Estate, Mortgage Lending, Portfolio Management, Real Estate, USDA, Underwriting, Asset Based Lending, Cash Flow Lending, Commercial Mortgages, Cross Selling, Finance, Financial Analysis, Investments, Middle Market
Education
Cleveland State Universtity 1966 — 1971
Bachelor of Business Administration (B.B.A.), Marketing Psychology
Cleveland State University
BBA, Marketing, Finance and Psychology
Travis Hipp Travis Hipp's Wachovia Bank Experience 1994 - 1996
Job Benefits consultant | Healthcare Consumerism Advocate
Industry Marketing and Advertising
Experience
McLaughlin & Smoak Benefits October 2013 - Present
The Hipp Marketing Group July 2012 - September 2013
The AgentOwned Realty Co. October 2010 - July 2012
Ogden Real Estate Advisors March 2010 - October 2010
Corley Systems, Inc. 1996 - 2009
Wachovia Bank 1994 - 1996
Skills
Project Management, Business Development, Digital Marketing, Integrated Marketing, Organizing, New Business Development, Social Media, Email Marketing, Music Appreciation, Social Media Marketing
Education
Clemson University - College of Business and Behavioral Science 1988 — 1992
Marketing, Business Management.
McLaughlin & Smoak Benefits October 2013 - Present
The Hipp Marketing Group July 2012 - September 2013
The AgentOwned Realty Co. October 2010 - July 2012
Ogden Real Estate Advisors March 2010 - October 2010
Corley Systems, Inc. 1996 - 2009
Wachovia Bank 1994 - 1996
Skills
Project Management, Business Development, Digital Marketing, Integrated Marketing, Organizing, New Business Development, Social Media, Email Marketing, Music Appreciation, Social Media Marketing
Education
Clemson University - College of Business and Behavioral Science 1988 — 1992
Marketing, Business Management.
Blake Brescian Blake Brescian's Wachovia Bank Experience February 2010 - December 2010
Job Sales Operations Consultant at CenturyLink
Industry Computer Software
Experience
CenturyLink June 2014 - Present
RingCentral March 2013 - May 2014
Trulia September 2012 - March 2013
Citrix Systems Inc, June 2011 - May 2012
Citrix Systems Inc. January 2011 - June 2011
WACHOVIA BANK February 2010 - December 2010
Verizon Wireless May 2007 - February 2010
Skills
Solution Selling, Salesforce.com, Cloud Computing, Direct Sales, SaaS, Sales Process, Enterprise Software, Channel, Sales Operations, Channel Partners, Cold Calling, Sales, Forecasting, Management, Selling, Program Management
Education
Colorado State University 2000 — 2004
Bachelor's Degree, Economics
CenturyLink June 2014 - Present
RingCentral March 2013 - May 2014
Trulia September 2012 - March 2013
Citrix Systems Inc, June 2011 - May 2012
Citrix Systems Inc. January 2011 - June 2011
WACHOVIA BANK February 2010 - December 2010
Verizon Wireless May 2007 - February 2010
Skills
Solution Selling, Salesforce.com, Cloud Computing, Direct Sales, SaaS, Sales Process, Enterprise Software, Channel, Sales Operations, Channel Partners, Cold Calling, Sales, Forecasting, Management, Selling, Program Management
Education
Colorado State University 2000 — 2004
Bachelor's Degree, Economics
Robert DeVaux, CFP® Robert DeVaux, CFP®'s Wachovia Bank Experience 2005 - 2007
Job Private Banker, VP
Industry Banking
Experience
Wells Fargo Private Bank June 2013 - Present
Wells Fargo Bank January 2010 - Present
Wachovia Bank N.A. January 2008 - December 2009
Wachovia Bank 2005 - 2007
Skills
Investments, Series 7, Retirement Planning, Banking, Small Business Lending, Private Banking, Loans, Wealth Management, Credit, High Net Worth..., Mortgage, Cash Management, Lines Of Credit, Custom Credit, Credit Risk, Balance Sheet Review, Series 66, Private Foundations, Holistic Financial...
Education
Clemson University - College of Business and Behavioral Science 1999 — 2003
BS Management, Business Management, Economics
Oglethorpe University 2013 — 2014
Certified Financial Planner
Wells Fargo Private Bank June 2013 - Present
Wells Fargo Bank January 2010 - Present
Wachovia Bank N.A. January 2008 - December 2009
Wachovia Bank 2005 - 2007
Skills
Investments, Series 7, Retirement Planning, Banking, Small Business Lending, Private Banking, Loans, Wealth Management, Credit, High Net Worth..., Mortgage, Cash Management, Lines Of Credit, Custom Credit, Credit Risk, Balance Sheet Review, Series 66, Private Foundations, Holistic Financial...
Education
Clemson University - College of Business and Behavioral Science 1999 — 2003
BS Management, Business Management, Economics
Oglethorpe University 2013 — 2014
Certified Financial Planner
Jonathan Marshall Jonathan Marshall's Wachovia Bank Experience January 2003 - January 2005
Job Human Resources Assistant at Altegra Health
Industry Staffing and Recruiting
Experience
Altegra Health September 2015 - Present
City of Champions Church September 2011 - Present
Hire Velocity Staffing Agency January 2014 - September 2015
SunTrust Bank January 2013 - January 2014
T.G.I. Friday’s Restaurant January 2007 - January 2010
J.P. Morgan Chase Bank January 2005 - January 2007
Wachovia Bank January 2003 - January 2005
Skills
Human Resources, Customer Service, Retail, Retail Banking, Food & Beverage, Pastoral Care, Nonprofits, Social Networking, Interviews, Recruiting, Teamwork, Time Management, Team Building, Account Management, Training, Hiring Employees, team, Team Management, Human Resource Planning, Hiring Crew, Applicant Tracking..., Employee Relations, Hiring, Leadership, Management, Microsoft Office, Talent Acquisition
Education
Concordia University-Portland 2011 — 2014
Master of Education (M.Ed.), Educational Leadership and Administration, General, 3.8
Morehouse College 2005 — 2009
Bachelor of Arts (B.A.), Sociology and Anthropology
Morehouse College
Bachelor of Science, Sociology
Altegra Health September 2015 - Present
City of Champions Church September 2011 - Present
Hire Velocity Staffing Agency January 2014 - September 2015
SunTrust Bank January 2013 - January 2014
T.G.I. Friday’s Restaurant January 2007 - January 2010
J.P. Morgan Chase Bank January 2005 - January 2007
Wachovia Bank January 2003 - January 2005
Skills
Human Resources, Customer Service, Retail, Retail Banking, Food & Beverage, Pastoral Care, Nonprofits, Social Networking, Interviews, Recruiting, Teamwork, Time Management, Team Building, Account Management, Training, Hiring Employees, team, Team Management, Human Resource Planning, Hiring Crew, Applicant Tracking..., Employee Relations, Hiring, Leadership, Management, Microsoft Office, Talent Acquisition
Education
Concordia University-Portland 2011 — 2014
Master of Education (M.Ed.), Educational Leadership and Administration, General, 3.8
Morehouse College 2005 — 2009
Bachelor of Arts (B.A.), Sociology and Anthropology
Morehouse College
Bachelor of Science, Sociology
Terri Goldstein Terri Goldstein's Wachovia Bank Experience March 1992 - January 1993
Job Client Informaton Analyst at BB&T
Industry Financial Services
Experience
BB&T November 2001 - Present
Sabre Corporation January 1998 - June 1998
US Airways January 1993 - December 1997
Wachovia Bank March 1992 - January 1993
Wachovia Bank November 1988 - March 1990
Skills
Banking, SAS, Data Analysis, Requirements Gathering, Business Analysis, Analytics, Business Intelligence..., Programming Languages, Business Intelligence, Analysis
Education
State University of New York College at Oswego 1980 — 1983
Bachelor of Arts (B.A.), Computer Science
Corning Community College 1978 — 1979
BB&T November 2001 - Present
Sabre Corporation January 1998 - June 1998
US Airways January 1993 - December 1997
Wachovia Bank March 1992 - January 1993
Wachovia Bank November 1988 - March 1990
Skills
Banking, SAS, Data Analysis, Requirements Gathering, Business Analysis, Analytics, Business Intelligence..., Programming Languages, Business Intelligence, Analysis
Education
State University of New York College at Oswego 1980 — 1983
Bachelor of Arts (B.A.), Computer Science
Corning Community College 1978 — 1979
Krista French-West Krista French-West's Wachovia Bank Experience June 1998 - August 2000
Job OR Nurse
Industry Health, Wellness and Fitness
Experience
Greenville Health System May 2013 - Present
The Outer Banks Hospital June 2012 - May 2013
The Outer Banks Hospital March 2008 - June 2012
Doctors Vision Center January 2000 - March 2008
Wachovia Bank June 1998 - August 2000
Education
College of the Albemarle 2010 — 2012
Associate's degree, Registered Nursing/Registered Nurse
East Carolina University - College of Business 1998 — 2001
Bachelor's degree, Finance and Financial Management Services
Greenville Health System May 2013 - Present
The Outer Banks Hospital June 2012 - May 2013
The Outer Banks Hospital March 2008 - June 2012
Doctors Vision Center January 2000 - March 2008
Wachovia Bank June 1998 - August 2000
Education
College of the Albemarle 2010 — 2012
Associate's degree, Registered Nursing/Registered Nurse
East Carolina University - College of Business 1998 — 2001
Bachelor's degree, Finance and Financial Management Services
Eboni S. Smith Eboni S. Smith's Wachovia Bank Experience April 2000 - November 2008
Job Diversity Sourcing Specialist
Industry Facilities Services
Experience
USM May 2015 - Present
Energy Coordinating Agency (ECA) July 2010 - May 2015
US CENSUS BUREAU, Philadelphia, PA (Temporary position) April 2010 - June 2010
WACHOVIA BANK April 2000 - November 2008
Wachovia Bank 2000 - 2008
Wachovia Bank 2000 - 2008
Wachovia Bank 2000 - 2008
INTERNAL REVENUE SERVICES January 1999 - May 1999
LITTLE FOLKS CARE CENTER January 1998 - January 1999
METRO TRANSPORTATION June 1991 - January 1998
Skills
Leadership, Customer Service, Community Outreach, Software Documentation, Microsoft Office, Microsoft Excel, Training, Event Planning, Program Management, Public Speaking, Nonprofits, Policy, Time Management, Social Networking, Public Relations, Fundraising, Strategic Planning, Lotus Notes, Team Building, Event Management, Human Resources, Management, Database Administration, Spreadsheets, Document Management, Credit, PowerPoint, Microsoft Word, Budgets, Research, Administrative..., Scanners, Supervisory Skills, Administration, Editing, Troubleshooting, Data Entry, Access, Managing Database, Crew Scheduling, Salesforce.com
Education
Eastern University 2009 — 2012
Bachelor of Science (B.S.), Business Adminstration, 3.81
Community College of Philadelphia 2006 — 2009
Associates Degree, Liberal Arts
USM May 2015 - Present
Energy Coordinating Agency (ECA) July 2010 - May 2015
US CENSUS BUREAU, Philadelphia, PA (Temporary position) April 2010 - June 2010
WACHOVIA BANK April 2000 - November 2008
Wachovia Bank 2000 - 2008
Wachovia Bank 2000 - 2008
Wachovia Bank 2000 - 2008
INTERNAL REVENUE SERVICES January 1999 - May 1999
LITTLE FOLKS CARE CENTER January 1998 - January 1999
METRO TRANSPORTATION June 1991 - January 1998
Skills
Leadership, Customer Service, Community Outreach, Software Documentation, Microsoft Office, Microsoft Excel, Training, Event Planning, Program Management, Public Speaking, Nonprofits, Policy, Time Management, Social Networking, Public Relations, Fundraising, Strategic Planning, Lotus Notes, Team Building, Event Management, Human Resources, Management, Database Administration, Spreadsheets, Document Management, Credit, PowerPoint, Microsoft Word, Budgets, Research, Administrative..., Scanners, Supervisory Skills, Administration, Editing, Troubleshooting, Data Entry, Access, Managing Database, Crew Scheduling, Salesforce.com
Education
Eastern University 2009 — 2012
Bachelor of Science (B.S.), Business Adminstration, 3.81
Community College of Philadelphia 2006 — 2009
Associates Degree, Liberal Arts
Jeri Hamacher Jeri Hamacher's Wachovia Bank Experience June 2004 - June 2006
Job Banking Professional
Industry Banking
Experience
Nielsen June 2013 - Present
Woodforest National Bank 2009 - 2012
Wachovia Bank June 2004 - June 2006
Skills
Sales, Sales Management, Customer Service, Marketing, Loans, Finance, Management, Small Business, Branch Banking, Banking, Credit, Customer Retention, Financial Analysis, Customer Satisfaction, CRM, Leadership
Education
College of Charleston 1996 — 2000
Bachelor's degree
USC AND College of Charleston
Nielsen June 2013 - Present
Woodforest National Bank 2009 - 2012
Wachovia Bank June 2004 - June 2006
Skills
Sales, Sales Management, Customer Service, Marketing, Loans, Finance, Management, Small Business, Branch Banking, Banking, Credit, Customer Retention, Financial Analysis, Customer Satisfaction, CRM, Leadership
Education
College of Charleston 1996 — 2000
Bachelor's degree
USC AND College of Charleston
Hyneefah Singleton Hyneefah Singleton's Wachovia Bank Experience August 2007 - February 2010
Job Member Service Represenative at American Heritage Feda
Industry Banking
Experience
American Heritage Feda March 2011 - Present
Beneficial Bank 2010 - Present
Beneficial Bank December 2010 - December 2011
Wachovia, A Wells Fargo Company August 2007 - February 2010
Wachovia Bank August 2007 - February 2010
Applied Card Systems November 2003 - August 2007
Financial, Inc March 2002 - June 2003
International Fiber Con June 1998 - August 2001
Skills
Retail Banking, Commercial Banking, Access, Consumer Lending, Banking, Customer Service
Education
Pierce College 2010 — 2014
Business, Business Management
Computer Learning Center 1996 — 1998
A.A, Computer Applications and Network Administration
Community College of Philadelphia
Business Administration
American Heritage Feda March 2011 - Present
Beneficial Bank 2010 - Present
Beneficial Bank December 2010 - December 2011
Wachovia, A Wells Fargo Company August 2007 - February 2010
Wachovia Bank August 2007 - February 2010
Applied Card Systems November 2003 - August 2007
Financial, Inc March 2002 - June 2003
International Fiber Con June 1998 - August 2001
Skills
Retail Banking, Commercial Banking, Access, Consumer Lending, Banking, Customer Service
Education
Pierce College 2010 — 2014
Business, Business Management
Computer Learning Center 1996 — 1998
A.A, Computer Applications and Network Administration
Community College of Philadelphia
Business Administration
David Bailey, SPHR David Bailey, SPHR's Wachovia Bank Experience 1997 - April 2009
Job Learning Development Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2008 - Present
Wachovia, A Wells Fargo Company 1997 - Present
Auctioneers Association of NC 2007 - 2013
Auctions by Marshall 1999 - 2013
Wachovia Bank 1997 - April 2009
Hewitt Associates 2005 - 2008
Wachovia Bank 1997 - 2000
Skills
Learning Management, Instructor-led Training, General Banking, Mergers, Call Center, Performance Management, Banking, Performance Consulting, Succession Planning, Needs Analysis, Employee Engagement, Organizational..., Leadership Development, Training Delivery, Executive Coaching, Leadership, Mergers & Acquisitions, Career Development, Talent Management, Onboarding, Workshop Facilitation, Learning Management..., Performance Improvement, Training, Employee Training, Coaching, Call Centers, New Hire Orientations, Organizational..., Captivate, Workforce Planning, Human Resources, Blended Learning, Instructional Design, Organizational Design, Change Management, E-Learning, Talent Acquisition, Recruiting, ADDIE
Education
Strayer University 2005 — 2007
MBA, Human Resources
Concord University
Wells Fargo August 2008 - Present
Wachovia, A Wells Fargo Company 1997 - Present
Auctioneers Association of NC 2007 - 2013
Auctions by Marshall 1999 - 2013
Wachovia Bank 1997 - April 2009
Hewitt Associates 2005 - 2008
Wachovia Bank 1997 - 2000
Skills
Learning Management, Instructor-led Training, General Banking, Mergers, Call Center, Performance Management, Banking, Performance Consulting, Succession Planning, Needs Analysis, Employee Engagement, Organizational..., Leadership Development, Training Delivery, Executive Coaching, Leadership, Mergers & Acquisitions, Career Development, Talent Management, Onboarding, Workshop Facilitation, Learning Management..., Performance Improvement, Training, Employee Training, Coaching, Call Centers, New Hire Orientations, Organizational..., Captivate, Workforce Planning, Human Resources, Blended Learning, Instructional Design, Organizational Design, Change Management, E-Learning, Talent Acquisition, Recruiting, ADDIE
Education
Strayer University 2005 — 2007
MBA, Human Resources
Concord University
Jeff Brandon, CFP® Jeff Brandon, CFP®'s Wachovia Bank Experience September 2003 - November 2010
Job Private Advisor, VP at BB&T Wealth
Industry Banking
Experience
BB&T October 2010 - Present
Wachovia Bank September 2003 - November 2010
New York Life June 2001 - September 2003
Milliken & Company March 1997 - January 2001
Skills
Credit, Investments, Banking, Risk Management, Insurance, Financial Planning, Retirement Planning, Estate Planning, Trusts, Financial Analysis, Series 7, Series 65, Strategic Financial..., Consumer Lending, Wealth Management, Finance, Financial Advisory, Financial Services, Wealth, Portfolio Management, Loans, Commercial Lending
Education
College for Financial Planning 2013 — 2015
CFP Certification Professional Education Program
Georgia Institute of Technology 1991 — 1997
Bachelor, Industrial Engineering with Co-op Work Study
BB&T October 2010 - Present
Wachovia Bank September 2003 - November 2010
New York Life June 2001 - September 2003
Milliken & Company March 1997 - January 2001
Skills
Credit, Investments, Banking, Risk Management, Insurance, Financial Planning, Retirement Planning, Estate Planning, Trusts, Financial Analysis, Series 7, Series 65, Strategic Financial..., Consumer Lending, Wealth Management, Finance, Financial Advisory, Financial Services, Wealth, Portfolio Management, Loans, Commercial Lending
Education
College for Financial Planning 2013 — 2015
CFP Certification Professional Education Program
Georgia Institute of Technology 1991 — 1997
Bachelor, Industrial Engineering with Co-op Work Study
Tony Bandanza Tony Bandanza's Wachovia Bank Experience June 2008 - April 2009
Job Vice President at Wells Fargo Bank Metals Risk Management
Industry Financial Services
Experience
Wells Fargo Bank April 2009 - Present
Wachovia Bank June 2008 - April 2009
MassMutual Financial Group June 2007 - August 2007
Skills
Credit Analysis, Bloomberg, Public Speaking, Derivatives, Direct Sales, Sales Process, Sales Presentations, Financial Risk, Risk Management, Base Metals, Microsoft Excel, Commodity Risk..., Team Leadership, Calypso, Endur, Compliance, Salesforce.com, CRM, Fixed Income, Valuation
Education
Cornell University 2005 — 2008
Bachelor of Arts (B.A.)
Saint Mark's School
Wells Fargo Bank April 2009 - Present
Wachovia Bank June 2008 - April 2009
MassMutual Financial Group June 2007 - August 2007
Skills
Credit Analysis, Bloomberg, Public Speaking, Derivatives, Direct Sales, Sales Process, Sales Presentations, Financial Risk, Risk Management, Base Metals, Microsoft Excel, Commodity Risk..., Team Leadership, Calypso, Endur, Compliance, Salesforce.com, CRM, Fixed Income, Valuation
Education
Cornell University 2005 — 2008
Bachelor of Arts (B.A.)
Saint Mark's School
Paul Kolovos Paul Kolovos's Wachovia Bank Experience February 2007 - August 2008
Job Associate at Posternak Blankstein & Lund LLP
Industry Law Practice
Experience
Posternak Blankstein & Lund LLP July 2015 - Present
Doherty, Ciechanowski, Dugan & Cannon, P.C. November 2013 - July 2015
KPMG US November 2012 - November 2013
Baum & Dockter LLP June 2011 - June 2012
George Warshaw & Associates February 2011 - June 2011
4th Circuit Federal Court of Appeals June 2010 - August 2010
Wachovia Bank February 2007 - August 2008
Greek First Division (soccer) November 2003 - July 2004
Polish Second Division July 2003 - November 2003
Education
Suffolk University Law School 2009 — 2012
Juris Doctor, Law
Florida International University 2002 — 2006
Bachelor, Business Administration, Finance
Clemson University 2001 — 2002
Palm Harbor University High School
Posternak Blankstein & Lund LLP July 2015 - Present
Doherty, Ciechanowski, Dugan & Cannon, P.C. November 2013 - July 2015
KPMG US November 2012 - November 2013
Baum & Dockter LLP June 2011 - June 2012
George Warshaw & Associates February 2011 - June 2011
4th Circuit Federal Court of Appeals June 2010 - August 2010
Wachovia Bank February 2007 - August 2008
Greek First Division (soccer) November 2003 - July 2004
Polish Second Division July 2003 - November 2003
Education
Suffolk University Law School 2009 — 2012
Juris Doctor, Law
Florida International University 2002 — 2006
Bachelor, Business Administration, Finance
Clemson University 2001 — 2002
Palm Harbor University High School
Joshua Whitley Joshua Whitley's Wachovia Bank Experience October 2006 - October 2007
Job Senior IT Manager Production Application Support All Platforms
Industry Information Technology and Services
Experience
Synovus Financial Corporation December 2014 - Present
Synovus Financial Corporation May 2013 - December 2014
Part time - Freelance Website and Mobile App Developer January 2005 - November 2014
Cicero Inc. September 2010 - May 2013
photofoodblog.com August 2010 - December 2012
Stand And Stretch June 2010 - December 2012
Joshua D. Photography, LLC September 2008 - September 2010
Whitley Properties and Investments, LLC February 2007 - September 2010
TSYS June 1997 - September 2010
Wachovia Bank October 2006 - October 2007
Skills
Technical Writing, Business Communications, Mentoring, SQL, COBOL, Visual Basic, DB2, JCL, XML, Visio, HTML, JavaScript, ASP.NET, MS Project, C#, Web Design, Wordpress, XAML, Xcode, Time Management, Process Creation, Visual Studio, Documentation, Microsoft Office, Business Analysis, SharePoint, Windows, Software Development, SQL Server, .NET, Access, Web Development, PHP, Requirements Analysis, Problem Solving, Agile, SDLC, Programming, Integration, Application Development, Customer Relations, Analysis, Java, Project Planning, Databases, Software Project..., Public Speaking, Team Building, Architecture, Quality Assurance
Education
Columbus State University 2002 — 2005
Masters, Business Administration
Columbus State University 1997 — 2002
Bachelors of Science, Computer Science
Columbus State University 1998 — 1998
Certificate, Data Processing
University of Phoenix 2009 — 2010
Doctorate of Management, Information Systems and Technology, 3.98
Synovus Financial Corporation December 2014 - Present
Synovus Financial Corporation May 2013 - December 2014
Part time - Freelance Website and Mobile App Developer January 2005 - November 2014
Cicero Inc. September 2010 - May 2013
photofoodblog.com August 2010 - December 2012
Stand And Stretch June 2010 - December 2012
Joshua D. Photography, LLC September 2008 - September 2010
Whitley Properties and Investments, LLC February 2007 - September 2010
TSYS June 1997 - September 2010
Wachovia Bank October 2006 - October 2007
Skills
Technical Writing, Business Communications, Mentoring, SQL, COBOL, Visual Basic, DB2, JCL, XML, Visio, HTML, JavaScript, ASP.NET, MS Project, C#, Web Design, Wordpress, XAML, Xcode, Time Management, Process Creation, Visual Studio, Documentation, Microsoft Office, Business Analysis, SharePoint, Windows, Software Development, SQL Server, .NET, Access, Web Development, PHP, Requirements Analysis, Problem Solving, Agile, SDLC, Programming, Integration, Application Development, Customer Relations, Analysis, Java, Project Planning, Databases, Software Project..., Public Speaking, Team Building, Architecture, Quality Assurance
Education
Columbus State University 2002 — 2005
Masters, Business Administration
Columbus State University 1997 — 2002
Bachelors of Science, Computer Science
Columbus State University 1998 — 1998
Certificate, Data Processing
University of Phoenix 2009 — 2010
Doctorate of Management, Information Systems and Technology, 3.98
Sonja Goncalves Sonja Goncalves's Wachovia Bank Experience September 1998 - September 2008
Job Corporate Training
Industry Professional Training & Coaching
Experience
Xpress English 2011 - January 2015
Wachovia Bank September 1998 - September 2008
UNC Charlotte June 1996 - September 1998
Skills
Marketing Communications, Crisis Communications, Research, Project Management, Technical Writing, Crisis Management, Creative Problem Solving, Team Building, Corporate Communications, Training, Training Design &..., Teaching English as a..., Microsoft Word, PowerPoint, Microsoft Excel, Internet Training, Multi-cultural team..., Strategic Partnerships
Education
Clemson University 1994 — 1996
Master of Education (M.Ed.), Counseling and College Administration
The University of Toledo 1989 — 1994
Bachelor of Arts, Social Work
Xpress English 2011 - January 2015
Wachovia Bank September 1998 - September 2008
UNC Charlotte June 1996 - September 1998
Skills
Marketing Communications, Crisis Communications, Research, Project Management, Technical Writing, Crisis Management, Creative Problem Solving, Team Building, Corporate Communications, Training, Training Design &..., Teaching English as a..., Microsoft Word, PowerPoint, Microsoft Excel, Internet Training, Multi-cultural team..., Strategic Partnerships
Education
Clemson University 1994 — 1996
Master of Education (M.Ed.), Counseling and College Administration
The University of Toledo 1989 — 1994
Bachelor of Arts, Social Work
Matthew Herleman Matthew Herleman's Wachovia Bank Experience August 2006 - October 2009
Job Husband, Father, and Business Professional
Industry Consumer Services
Experience
Carpe Diem Private Preschool June 2013 - Present
Morgan Stanley Smith Barney July 2011 - June 2013
Wells Fargo October 2009 - July 2011
Wachovia Bank August 2006 - October 2009
Skills
Finance, Management, Leadership, Customer Service, Sales Management, Marketing, Direct Sales
Education
Clemson University - College of Business and Behavioral Science 2007 — 2009
MBA, Master of Business Administration
Clemson University - College of Business and Behavioral Science 1999 — 2003
Bachelor of Science, BS-Economics, BS-Management, Minor-Finance
Carpe Diem Private Preschool June 2013 - Present
Morgan Stanley Smith Barney July 2011 - June 2013
Wells Fargo October 2009 - July 2011
Wachovia Bank August 2006 - October 2009
Skills
Finance, Management, Leadership, Customer Service, Sales Management, Marketing, Direct Sales
Education
Clemson University - College of Business and Behavioral Science 2007 — 2009
MBA, Master of Business Administration
Clemson University - College of Business and Behavioral Science 1999 — 2003
Bachelor of Science, BS-Economics, BS-Management, Minor-Finance
Robert Faux Robert Faux's Wachovia Bank Experience September 2006 - June 2007
Job Sales and Service Specialist at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management July 2012 - Present
Coldwell Banker Pacific Properties April 2013 - October 2013
Wells Fargo Bank July 2007 - October 2012
Wachovia Bank September 2006 - June 2007
Wachovia Bank April 2002 - August 2006
Cox Communications August 1992 - April 2002
Skills
CRM, Banking, Customer Service, Consumer Lending, Loans, Small Business Lending, Credit, Mortgage Lending, Cash Management, Risk Management, Portfolio Management, Private Banking, Underwriting, Marketing, Investments
Education
Cleveland State University 1985 — 1989
Communications
PNC Wealth Management July 2012 - Present
Coldwell Banker Pacific Properties April 2013 - October 2013
Wells Fargo Bank July 2007 - October 2012
Wachovia Bank September 2006 - June 2007
Wachovia Bank April 2002 - August 2006
Cox Communications August 1992 - April 2002
Skills
CRM, Banking, Customer Service, Consumer Lending, Loans, Small Business Lending, Credit, Mortgage Lending, Cash Management, Risk Management, Portfolio Management, Private Banking, Underwriting, Marketing, Investments
Education
Cleveland State University 1985 — 1989
Communications
Emmett Morgan Emmett Morgan's Wachovia Bank Experience February 1993 - August 1999
Job Area Director at Lowcountry Fellowship of Christian Athletes
Industry Nonprofit Organization Management
Experience
Lowcountry Fellowship of Christian Athletes June 2004 - Present
Regions Financial Corporation August 1999 - March 2004
Wachovia Bank February 1993 - August 1999
Skills
Ministry Leadership, Coaching, Banking, Leadership Development, Fundraising, Leadership, Public Speaking, Nonprofits, Team Building, Volunteer Management, Strategic Planning, Event Planning, Small Business, Sales
Education
College of Charleston 2000 — 2002
Certification, Financial Planning
College of Charleston 1988 — 1991
BA, English and Secondaty Education
East Cooper 1973 — 1986
Lowcountry Fellowship of Christian Athletes June 2004 - Present
Regions Financial Corporation August 1999 - March 2004
Wachovia Bank February 1993 - August 1999
Skills
Ministry Leadership, Coaching, Banking, Leadership Development, Fundraising, Leadership, Public Speaking, Nonprofits, Team Building, Volunteer Management, Strategic Planning, Event Planning, Small Business, Sales
Education
College of Charleston 2000 — 2002
Certification, Financial Planning
College of Charleston 1988 — 1991
BA, English and Secondaty Education
East Cooper 1973 — 1986
Chuck Cummings Chuck Cummings's Wachovia Bank Experience December 1984 - December 1991
Job Senior Learning Consultant at Kaiser Permanente (Epic and Cerner)
Industry Hospital & Health Care
Experience
Kaiser Permanente March 2007 - Present
New Horizons CLC January 2006 - February 2007
The Walt Disney Company October 1993 - December 2005
Wachovia Bank December 1984 - December 1991
Education
Columbia University - Columbia Business School
MBA, Concentration in HR Management
Princeton University
BA, Public and International Affairs
St. Christopher's School
Kaiser Permanente March 2007 - Present
New Horizons CLC January 2006 - February 2007
The Walt Disney Company October 1993 - December 2005
Wachovia Bank December 1984 - December 1991
Education
Columbia University - Columbia Business School
MBA, Concentration in HR Management
Princeton University
BA, Public and International Affairs
St. Christopher's School
Elizabeth Pompey's Wachovia Bank Experience October 2008 - January 2010
Job Human Resources Assistant at Watermark Retirement Communities
Industry Hospital & Health Care
Experience
Watermark Retirement Communities August 2012 - Present
Wachovia Bank October 2008 - January 2010
Kelly Services May 2006 - August 2008
Skills
Healthcare, Data Entry, Healthcare Management, Team Building, Employee Relations, CPR Certified, Healthcare Information..., Payroll, Nursing, Patient Safety, Medical Terminology, Telephone Skills, Management, Leadership, Human Resources, HIPAA, Healthcare Industry, Leadership Development, Home Care, Administration, EMR, Problem Solving, Customer Service, Employee Benefits, Coaching, Microsoft Excel, Clinical Research, EHR, Strategic Planning, Teamwork
Education
Drexel University 2014 — 2016
Bachelor of Applied Science (B.A.Sc.), Health/Health Care Administration/Management
Community College of Philadelphia 2010 — 2013
Associate's Degree, Cultural, Science and Technology
Montgomery County Community College 2012 — 2012
Certification, Medical Insurance Specialist/Medical Biller
Thompson Institute 2002 — 2003
Diploma, Medical/Clinical Assistant
Watermark Retirement Communities August 2012 - Present
Wachovia Bank October 2008 - January 2010
Kelly Services May 2006 - August 2008
Skills
Healthcare, Data Entry, Healthcare Management, Team Building, Employee Relations, CPR Certified, Healthcare Information..., Payroll, Nursing, Patient Safety, Medical Terminology, Telephone Skills, Management, Leadership, Human Resources, HIPAA, Healthcare Industry, Leadership Development, Home Care, Administration, EMR, Problem Solving, Customer Service, Employee Benefits, Coaching, Microsoft Excel, Clinical Research, EHR, Strategic Planning, Teamwork
Education
Drexel University 2014 — 2016
Bachelor of Applied Science (B.A.Sc.), Health/Health Care Administration/Management
Community College of Philadelphia 2010 — 2013
Associate's Degree, Cultural, Science and Technology
Montgomery County Community College 2012 — 2012
Certification, Medical Insurance Specialist/Medical Biller
Thompson Institute 2002 — 2003
Diploma, Medical/Clinical Assistant
Stacy Durrell's Wachovia Bank Experience June 1991 - June 1996
Job AstraZeneca, Diabetes Sales Specialist
Industry Pharmaceuticals
Experience
AstraZeneca March 2007 - Present
AstraZeneca June 2003 - May 2005
GlaxoSmithKline June 1996 - September 2002
Wachovia Bank June 1991 - June 1996
Skills
Pharmaceutical Sales, Pharmaceutical Industry, Cardiology, Diabetes, Business Development, Banking, Sales Management, Leadership, Neurology, Biotechnology, Hospital Sales, Managed Markets, Allergy, Hypertension, Strategic Planning, Endocrinology, Sales Force Development, Medical Devices, Selling Skills, Sales Operations, Psychiatry, Infectious Diseases, Asthma, Sales Effectiveness, Product Launch, Market Access, Managed Care, Primary Care, Internal Medicine, Sales, Market Development
Education
Clemson University 1987 — 1990
BA, Marketing/French
Mauldin High School
AstraZeneca March 2007 - Present
AstraZeneca June 2003 - May 2005
GlaxoSmithKline June 1996 - September 2002
Wachovia Bank June 1991 - June 1996
Skills
Pharmaceutical Sales, Pharmaceutical Industry, Cardiology, Diabetes, Business Development, Banking, Sales Management, Leadership, Neurology, Biotechnology, Hospital Sales, Managed Markets, Allergy, Hypertension, Strategic Planning, Endocrinology, Sales Force Development, Medical Devices, Selling Skills, Sales Operations, Psychiatry, Infectious Diseases, Asthma, Sales Effectiveness, Product Launch, Market Access, Managed Care, Primary Care, Internal Medicine, Sales, Market Development
Education
Clemson University 1987 — 1990
BA, Marketing/French
Mauldin High School
Rob Brandon Rob Brandon's Wachovia Bank Experience March 2008 - October 2008
Job Team Lead with Redfin
Industry Real Estate
Experience
American Home Mortgage October 2008 - Present
American Home Mortgage Servicing October 2008 - May 2011
Wachovia Bank March 2008 - October 2008
Option One Mortgage June 2003 - December 2007
Option One Mortgage May 2003 - December 2007
Orange County Probation Dept August 1998 - May 2003
Skills
Loss Mitigation, Mortgage Banking, Mortgage Lending, Residential Mortgages, Loan Origination, Loans, Mortgage Servicing, Refinance, FHA, Loan Servicing, Underwriting, Mortgage Underwriting, Credit, Banking, Credit Analysis, Real Estate, Default, Financial Analysis, VA loans, USDA
Education
Colorado State University
Bachelor of Science, Psychology
Colorado State University 1991 — 1995
bachelors, Psychology
American Home Mortgage October 2008 - Present
American Home Mortgage Servicing October 2008 - May 2011
Wachovia Bank March 2008 - October 2008
Option One Mortgage June 2003 - December 2007
Option One Mortgage May 2003 - December 2007
Orange County Probation Dept August 1998 - May 2003
Skills
Loss Mitigation, Mortgage Banking, Mortgage Lending, Residential Mortgages, Loan Origination, Loans, Mortgage Servicing, Refinance, FHA, Loan Servicing, Underwriting, Mortgage Underwriting, Credit, Banking, Credit Analysis, Real Estate, Default, Financial Analysis, VA loans, USDA
Education
Colorado State University
Bachelor of Science, Psychology
Colorado State University 1991 — 1995
bachelors, Psychology
E. Matthew Egliskis, CRPC's Wachovia Bank Experience January 2006 - November 2007
Job Wealth Manager at Terra Stone Wealth Management, A member of the Advisory Services Network
Industry Financial Services
Experience
Terra Stone Wealth Management, A member of the Advisory Services Network, LLC. February 2015 - Present
United Capital Financial Advisers, LLC March 2014 - January 2015
Merrill Lynch October 2012 - March 2014
USAA January 2010 - October 2012
Bank of America November 2007 - January 2009
Wachovia Bank January 2006 - November 2007
Skills
Series 7, Series 63, Series 65, Series 6, Term Life Insurance, Permanent Life Insurance, Managed Money, Mutual Funds, Brokerage, Residential Mortgages, Banking, Private Banking, Retirement Planning, Retirement Income..., Wealth Management, Finance, Investment Advisory, Financial Advisory, Asset Allocation
Education
College of the Holy Cross 1998 — 2002
Bachelor's degree
Terra Stone Wealth Management, A member of the Advisory Services Network, LLC. February 2015 - Present
United Capital Financial Advisers, LLC March 2014 - January 2015
Merrill Lynch October 2012 - March 2014
USAA January 2010 - October 2012
Bank of America November 2007 - January 2009
Wachovia Bank January 2006 - November 2007
Skills
Series 7, Series 63, Series 65, Series 6, Term Life Insurance, Permanent Life Insurance, Managed Money, Mutual Funds, Brokerage, Residential Mortgages, Banking, Private Banking, Retirement Planning, Retirement Income..., Wealth Management, Finance, Investment Advisory, Financial Advisory, Asset Allocation
Education
College of the Holy Cross 1998 — 2002
Bachelor's degree
Jarred Overcash's Wachovia Bank Experience August 2004 - December 2009
Job Vice President Manager of Retail Banking at First Citizens Bank
Industry Banking
Experience
First Citizens Bank January 2015 - Present
First Citizens Bank & Trust of South Carolina December 2009 - Present
Wachovia Bank August 2004 - December 2009
The Commonwealth Financial Group March 2001 - August 2004
Skills
Loans, Mortgage Lending, Banking, Relationship Management, Lines Of Credit, Cash Management, Leadership, Team Building, New Business Development, Small Business, Commercial Lending, Credit, Consumer Lending, Small Business Lending, Loan Origination
Education
College of Charleston 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
First Citizens Bank January 2015 - Present
First Citizens Bank & Trust of South Carolina December 2009 - Present
Wachovia Bank August 2004 - December 2009
The Commonwealth Financial Group March 2001 - August 2004
Skills
Loans, Mortgage Lending, Banking, Relationship Management, Lines Of Credit, Cash Management, Leadership, Team Building, New Business Development, Small Business, Commercial Lending, Credit, Consumer Lending, Small Business Lending, Loan Origination
Education
College of Charleston 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
David Conrad David Conrad's Wachovia Bank Experience 2007 - 2008
Job Vice President, Business Banking
Industry Banking
Experience
PNC October 2014 - Present
Citizens Bank 2009 - 2014
Wachovia Bank 2007 - 2008
Wachovia Bank 2005 - 2007
Wachovia Bank October 2003 - June 2005
Wachovia Securities June 2002 - September 2003
Prudential Securities June 1999 - May 2002
Bear Stearns June 1998 - May 1999
Skills
Coaching, Business Credit, Retail Credit Trained, Team Building, Sales Management, Production Management, Product Management, Marketing Strategy, Product Marketing, Commercial Banking, Retail Banking, Banking Relationships, Banking, Professional Networking, Relationship Development, Salesforce.com, Sales Process, Training & Development, Staff Training, Small Business Lending, Cross Selling, Risk Management, Portfolio Management, Refinance, Investments, Wealth Management, Training, Building Relationships, Recruiting, Cold Calling, Commercial Mortgages, Asset Based Lending, Talent Acquisition, SBA, Credit Risk, Financial Services, Relationship Management, Mortgage Lending, Consumer Lending, Loans, Loan Origination, Credit Analysis, Lines Of Credit, Sales, Credit, Commercial Lending, Finance, Residential Mortgages, Customer Service, Leadership
Education
Penn State University 1995 — 1999
BA, Economics
Columbia University in the City of New York 1997 — 1998
Visiting Student, Economics
PNC October 2014 - Present
Citizens Bank 2009 - 2014
Wachovia Bank 2007 - 2008
Wachovia Bank 2005 - 2007
Wachovia Bank October 2003 - June 2005
Wachovia Securities June 2002 - September 2003
Prudential Securities June 1999 - May 2002
Bear Stearns June 1998 - May 1999
Skills
Coaching, Business Credit, Retail Credit Trained, Team Building, Sales Management, Production Management, Product Management, Marketing Strategy, Product Marketing, Commercial Banking, Retail Banking, Banking Relationships, Banking, Professional Networking, Relationship Development, Salesforce.com, Sales Process, Training & Development, Staff Training, Small Business Lending, Cross Selling, Risk Management, Portfolio Management, Refinance, Investments, Wealth Management, Training, Building Relationships, Recruiting, Cold Calling, Commercial Mortgages, Asset Based Lending, Talent Acquisition, SBA, Credit Risk, Financial Services, Relationship Management, Mortgage Lending, Consumer Lending, Loans, Loan Origination, Credit Analysis, Lines Of Credit, Sales, Credit, Commercial Lending, Finance, Residential Mortgages, Customer Service, Leadership
Education
Penn State University 1995 — 1999
BA, Economics
Columbia University in the City of New York 1997 — 1998
Visiting Student, Economics
Brenda Mercer's Wachovia Bank Experience June 2001 - January 2002
Job Administrative Assistant at University of South Carolina
Industry Higher Education
Experience
University of South Carolina 2005 - Present
University Specialty Clinics June 2010 - January 2012
Wachovia Bank June 2001 - January 2002
Wachovia, A Wells Fargo Company 2001 - 2002
Skills
Office Management, PowerPoint, Research, Event Planning, Administrative..., Public Speaking, Outlook, Microsoft Word, Fundraising
Education
University of South Carolina-Columbia 2009 — 2011
Paralegal
Mary Brewer School of Insurance 2002 — 2002
South Carolina Insurance License
College of Charleston
University of South Carolina 2005 - Present
University Specialty Clinics June 2010 - January 2012
Wachovia Bank June 2001 - January 2002
Wachovia, A Wells Fargo Company 2001 - 2002
Skills
Office Management, PowerPoint, Research, Event Planning, Administrative..., Public Speaking, Outlook, Microsoft Word, Fundraising
Education
University of South Carolina-Columbia 2009 — 2011
Paralegal
Mary Brewer School of Insurance 2002 — 2002
South Carolina Insurance License
College of Charleston
Mike Longano MBA, PMP, MCP, ITIL Mike Longano MBA, PMP, MCP, ITIL's Wachovia Bank Experience March 2004 - September 2008
Job President at Insologies
Industry Information Technology and Services
Experience
Insologies, LLC October 2008 - Present
Wachovia Bank March 2004 - September 2008
Business Technologies, Inc. October 1993 - October 2003
Cap Gemini Ernst & Young January 1987 - October 1993
Skills
Strategic Planning, Management Consulting, Professional Services, Requirements Analysis, Risk Management, Consultancy, RFP, Program Management, Proposal Management, Vendor Management, Proposal Writing, PMP, Business Analysis, Process Improvement, Project Planning, Vendor Relations, PMO, Project Portfolio..., Outsourcing, IT Strategy, Business Management, Team Building, Change Management, Contract Negotiation, IT Management, Operations Management, MS Project, IT Service Management, Team Leadership, Visio, SDLC, Cross-functional Team..., Process Development, Service Delivery, SharePoint, Contract Negotiations, Planning, Application Development, Risk Mitigation, New Business Development, Management, Enterprise Software, Strategy, Project Management, Software Development, Consulting, Start-ups, ITIL
Education
Cleveland State University
BA, Liberal Arts
Cleveland State University - College Of Graduate Studies
MBA, Business Administration
Elyria District Catholic High School
College Prep
Insologies, LLC October 2008 - Present
Wachovia Bank March 2004 - September 2008
Business Technologies, Inc. October 1993 - October 2003
Cap Gemini Ernst & Young January 1987 - October 1993
Skills
Strategic Planning, Management Consulting, Professional Services, Requirements Analysis, Risk Management, Consultancy, RFP, Program Management, Proposal Management, Vendor Management, Proposal Writing, PMP, Business Analysis, Process Improvement, Project Planning, Vendor Relations, PMO, Project Portfolio..., Outsourcing, IT Strategy, Business Management, Team Building, Change Management, Contract Negotiation, IT Management, Operations Management, MS Project, IT Service Management, Team Leadership, Visio, SDLC, Cross-functional Team..., Process Development, Service Delivery, SharePoint, Contract Negotiations, Planning, Application Development, Risk Mitigation, New Business Development, Management, Enterprise Software, Strategy, Project Management, Software Development, Consulting, Start-ups, ITIL
Education
Cleveland State University
BA, Liberal Arts
Cleveland State University - College Of Graduate Studies
MBA, Business Administration
Elyria District Catholic High School
College Prep
Kent Thompson Kent Thompson's Wachovia Bank Experience May 1998 - July 2002
Job Financial Advisor at Capitol Financial Solutions
Industry Financial Services
Experience
Capitol Financial Solutions June 2013 - Present
Financial Directions Group January 2009 - June 2013
First Allied Securities 2009 - June 2013
Sagemark Consulting July 2002 - January 2009
Wachovia Bank May 1998 - July 2002
Merrill Lynch November 1992 - April 1998
Skills
Retirement Planning, Estate Planning, Wealth Management, Investments, Retirement, Strategy, Finance, Insurance, Long-term Care, Financial Planners, Tax, Analysis
Education
College for Financial Planning
Master of Science (M.S.), Financial Planning and Services
College for Financial Planning
CERTIFIED FINANCIAL PLANNER™ practitioner, Financial Planning and Services
Western Carolina University 1975 — 1977
ABT Masters Degree, Clinical Psychology, Didn't finish my Thesis
St. Andrews Presbyterian College 1971 — 1974
BA, Psychology
UVA 1969 — 1971
none, Religion
Capitol Financial Solutions June 2013 - Present
Financial Directions Group January 2009 - June 2013
First Allied Securities 2009 - June 2013
Sagemark Consulting July 2002 - January 2009
Wachovia Bank May 1998 - July 2002
Merrill Lynch November 1992 - April 1998
Skills
Retirement Planning, Estate Planning, Wealth Management, Investments, Retirement, Strategy, Finance, Insurance, Long-term Care, Financial Planners, Tax, Analysis
Education
College for Financial Planning
Master of Science (M.S.), Financial Planning and Services
College for Financial Planning
CERTIFIED FINANCIAL PLANNER™ practitioner, Financial Planning and Services
Western Carolina University 1975 — 1977
ABT Masters Degree, Clinical Psychology, Didn't finish my Thesis
St. Andrews Presbyterian College 1971 — 1974
BA, Psychology
UVA 1969 — 1971
none, Religion
Paul Louis III's Wachovia Bank Experience December 2008 - July 2009
Job Mastery Underwriter at The Hartford
Industry Management Consulting
Experience
The Hartford September 2015 - Present
The Hartford October 2009 - Present
Wachovia Bank December 2008 - July 2009
Verizon Wireless May 2004 - September 2008
Skills
Customer Service, Sales, Sales Operations, Insurance, Series 7, Sales Management, Salesforce.com, Vendor Management, New Business Development, Financial Analysis, Business Analysis, Process Improvement, Banking, Microsoft Excel, Cold Calling, Strategic Planning, Marketing Strategy, Recruiting, PeopleSoft, Team Building
Education
Coastal Carolina University 2000 — 2004
BS, Business Managment
The Hartford September 2015 - Present
The Hartford October 2009 - Present
Wachovia Bank December 2008 - July 2009
Verizon Wireless May 2004 - September 2008
Skills
Customer Service, Sales, Sales Operations, Insurance, Series 7, Sales Management, Salesforce.com, Vendor Management, New Business Development, Financial Analysis, Business Analysis, Process Improvement, Banking, Microsoft Excel, Cold Calling, Strategic Planning, Marketing Strategy, Recruiting, PeopleSoft, Team Building
Education
Coastal Carolina University 2000 — 2004
BS, Business Managment
Skip Stern Skip Stern's Wachovia Bank Experience March 2007 - November 2008
Job Senior Banking Executive
Industry Financial Services
Experience
Merrill Lynch May 2010 - Present
Wachovia Bank March 2007 - November 2008
CIBC World Markets November 1999 - April 2006
CIBC World Markets August 1996 - October 1999
Fieldstone Private Capital Group L.P. January 1993 - July 1996
The Transportation Group February 1989 - January 1993
Paine Webber July 1987 - February 1989
PaineWebber June 1981 - July 1987
Skills
Private Lending, Loan Structuring, Credit, Securities Lending, Underwriting, Credit Risk, High Net Worth..., Securitization, Restructuring, Workout, Private Placements, Syndication, Aircraft Finance, Aircraft Leasing, Trade Finance, Equity Research, Structured Finance, Financial Structuring, Loans, Series 7, Series 66, Private Banking
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance
Harvard University 1977 — 1981
AB, Economics
Mamaroneck High School
Merrill Lynch May 2010 - Present
Wachovia Bank March 2007 - November 2008
CIBC World Markets November 1999 - April 2006
CIBC World Markets August 1996 - October 1999
Fieldstone Private Capital Group L.P. January 1993 - July 1996
The Transportation Group February 1989 - January 1993
Paine Webber July 1987 - February 1989
PaineWebber June 1981 - July 1987
Skills
Private Lending, Loan Structuring, Credit, Securities Lending, Underwriting, Credit Risk, High Net Worth..., Securitization, Restructuring, Workout, Private Placements, Syndication, Aircraft Finance, Aircraft Leasing, Trade Finance, Equity Research, Structured Finance, Financial Structuring, Loans, Series 7, Series 66, Private Banking
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance
Harvard University 1977 — 1981
AB, Economics
Mamaroneck High School
Catherine Cattles Catherine Cattles's Wachovia Bank Experience 1997 - 2003
Job Retail and Small Business Lender
Industry Banking
Experience
BB&T January 2013 - Present
GT Solutions International LLC November 2012 - January 2013
First Citizens Bank & Trust October 2009 - October 2012
Georgian Bank August 2005 - October 2009
SunTrust Bank 2003 - 2005
Wachovia Bank 1997 - 2003
Skills
Commercial Lending, Cash Management, Deposits, Personal Finance, Consumer Lending, Credit, Sales Management, Business Development, Community Outreach, Financial Risk, Key Performance..., Leadership, Microsoft Office, Social Networking, Organization, Problem Solving, Strategic Planning, Customer Service, Business Strategy, Communication Skills, Team Leadership, Team-oriented, Helping Clients Succeed, People Skills, Solution Focused, Professional Women, New Business Development, Emotional Intelligence, Business Networking, Accounting, Sales Process, Management Consulting, Small Business, mid-sized business, Loans, Mortgage Lending, lot lending, equipment loans, Agricultural Lending, Asset Based Lending, capital loans, SBA, SBA 504, Lines Of Credit, Revolving Lines of..., Home Equity Lines of..., vehicle loans, Accounts Receivable, recreational vehicle..., lot loans
Education
Georgia State University 2000 — 2003
MBA
College of Charleston
B.S
BB&T January 2013 - Present
GT Solutions International LLC November 2012 - January 2013
First Citizens Bank & Trust October 2009 - October 2012
Georgian Bank August 2005 - October 2009
SunTrust Bank 2003 - 2005
Wachovia Bank 1997 - 2003
Skills
Commercial Lending, Cash Management, Deposits, Personal Finance, Consumer Lending, Credit, Sales Management, Business Development, Community Outreach, Financial Risk, Key Performance..., Leadership, Microsoft Office, Social Networking, Organization, Problem Solving, Strategic Planning, Customer Service, Business Strategy, Communication Skills, Team Leadership, Team-oriented, Helping Clients Succeed, People Skills, Solution Focused, Professional Women, New Business Development, Emotional Intelligence, Business Networking, Accounting, Sales Process, Management Consulting, Small Business, mid-sized business, Loans, Mortgage Lending, lot lending, equipment loans, Agricultural Lending, Asset Based Lending, capital loans, SBA, SBA 504, Lines Of Credit, Revolving Lines of..., Home Equity Lines of..., vehicle loans, Accounts Receivable, recreational vehicle..., lot loans
Education
Georgia State University 2000 — 2003
MBA
College of Charleston
B.S
Kelly Brantley's Wachovia Bank Experience August 2003 - September 2005
Job Digital Advertising Executive at The Education App
Industry Marketing and Advertising
Experience
The Education App July 2015 - Present
COECO Office Systems June 2014 - April 2015
Wilmington Parent Magazine March 2013 - October 2013
AAXA Discount Mortgage January 2007 - June 2007
AAXA Discount Mortgage October 2006 - January 2007
Wachovia Corporate Mortgage Services September 2005 - September 2006
Wachovia Bank August 2003 - September 2005
Skills
Sales, Customer Service, Leadership, Mortgage Lending, Training, CRM, Personal Banking, Mortgage Servicing, B2B, Direct Sales, Marketing, New Business Development, Management, Microsoft Office, Social Media, Account Management, Social Media Marketing, Social Networking, Email Marketing, Online Advertising, Advertising, Facebook, Customer Experience, Online Marketing, Advertising Sales, Sales Presentations, Event Planning, Digital Marketing, Sales Process, Selling, Team Building, Cold Calling, Solution Selling
Education
Concord University 1998 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
The Education App July 2015 - Present
COECO Office Systems June 2014 - April 2015
Wilmington Parent Magazine March 2013 - October 2013
AAXA Discount Mortgage January 2007 - June 2007
AAXA Discount Mortgage October 2006 - January 2007
Wachovia Corporate Mortgage Services September 2005 - September 2006
Wachovia Bank August 2003 - September 2005
Skills
Sales, Customer Service, Leadership, Mortgage Lending, Training, CRM, Personal Banking, Mortgage Servicing, B2B, Direct Sales, Marketing, New Business Development, Management, Microsoft Office, Social Media, Account Management, Social Media Marketing, Social Networking, Email Marketing, Online Advertising, Advertising, Facebook, Customer Experience, Online Marketing, Advertising Sales, Sales Presentations, Event Planning, Digital Marketing, Sales Process, Selling, Team Building, Cold Calling, Solution Selling
Education
Concord University 1998 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Barry J. Elliott's Wachovia Bank Experience March 2007 - March 2010
Job English Tutor & Executive Administrator
Industry Writing and Editing
Experience
Charlotte-Mecklenburg Schools February 2015 - Present
Greater Salem Church August 2012 - 2015
True Gospel Ministries June 2009 - June 2011
Wachovia Bank March 2007 - March 2010
Baltimore County Public Schools August 2001 - April 2004
Skills
Resume Writing, Strategic Planning, Team Building, Non-profits, Training, Event Planning, Teaching, Public Speaking, Management, PowerPoint, Leadership, Coaching, Leadership Development, Organizational..., Microsoft Excel, Staff Development, Microsoft Word, Customer Service, Nonprofits, Access, Social Networking, Entrepreneurship
Education
Howard University 2005 — 2005
NA, Divinity
Coppin State University 1998 — 2001
Bachellor of Arts, English Liberal Arts
Charlotte-Mecklenburg Schools February 2015 - Present
Greater Salem Church August 2012 - 2015
True Gospel Ministries June 2009 - June 2011
Wachovia Bank March 2007 - March 2010
Baltimore County Public Schools August 2001 - April 2004
Skills
Resume Writing, Strategic Planning, Team Building, Non-profits, Training, Event Planning, Teaching, Public Speaking, Management, PowerPoint, Leadership, Coaching, Leadership Development, Organizational..., Microsoft Excel, Staff Development, Microsoft Word, Customer Service, Nonprofits, Access, Social Networking, Entrepreneurship
Education
Howard University 2005 — 2005
NA, Divinity
Coppin State University 1998 — 2001
Bachellor of Arts, English Liberal Arts
Jane C. Doggett, CCIM Jane C. Doggett, CCIM's Wachovia Bank Experience June 1994 - November 1998
Job Senior Leasing Agent at Highwoods Properties
Industry Commercial Real Estate
Experience
Highwoods Properties September 1999 - Present
York Properties, Inc. November 1998 - September 1999
Wachovia Bank June 1994 - November 1998
Skills
Tenant, Leases, Location Intelligence, Commercial Real Estate, Tenant Representation, Brokerage, Landlord, Disposition, Real Estate, Real Estate Transactions, Corporate Real Estate, Due Diligence, Lease Administration, Lease Negotiations, Contract Negotiation
Education
University of North Carolina at Chapel Hill 1992 — 1994
Bachelor of Arts (BA), Industrial Relations Major and Business Minor
College of Charleston 1990 — 1992
Business Administration and Management, General
Needham Broughton Highschool 1986 — 1990
Highwoods Properties September 1999 - Present
York Properties, Inc. November 1998 - September 1999
Wachovia Bank June 1994 - November 1998
Skills
Tenant, Leases, Location Intelligence, Commercial Real Estate, Tenant Representation, Brokerage, Landlord, Disposition, Real Estate, Real Estate Transactions, Corporate Real Estate, Due Diligence, Lease Administration, Lease Negotiations, Contract Negotiation
Education
University of North Carolina at Chapel Hill 1992 — 1994
Bachelor of Arts (BA), Industrial Relations Major and Business Minor
College of Charleston 1990 — 1992
Business Administration and Management, General
Needham Broughton Highschool 1986 — 1990
Frances Carlson's Wachovia Bank Experience March 1990 - August 1992
Job Lead Instructor at Chattahoochee Technical College
Industry Higher Education
Experience
Big Body Play August 2006 - Present
Chattahoochee Technical College August 1998 - Present
Mercer University January 2008 - Present
National Association for the Education of Young Children 2006 - 2011
Chattahoochee Technical College June 2002 - June 2010
Chattahoochee Technical College August 1998 - August 2002
Turner Broadcasting February 1996 - April 1998
Sheltering Arms - Carl Rhodenizer Center August 1992 - August 1996
Wachovia Bank March 1990 - August 1992
Internal Revenue Service January 1989 - January 1990
Skills
Educational Technology, Grant Writing, Instructional Design, E-Learning, Classroom, Teacher Training, Lesson Planning, Distance Learning, Research, Leadership, PowerPoint, Childcare, Literacy, Training, Nonprofits, Special Education, Social Networking, Public Speaking, Teaching, Staff Development, Curriculum Development, Curriculum Design, Higher Education
Education
Concordia University-St. Paul 2000 — 2002
MAEd, Early Childhood Education, 4.0
Defense Language Institute/Foreign Language Center 1984 — 1985
Certificate with Honors, Italian, 4.0
North Georgia College and State University 1979 — 1982
B.A., English/Political Science
Big Body Play August 2006 - Present
Chattahoochee Technical College August 1998 - Present
Mercer University January 2008 - Present
National Association for the Education of Young Children 2006 - 2011
Chattahoochee Technical College June 2002 - June 2010
Chattahoochee Technical College August 1998 - August 2002
Turner Broadcasting February 1996 - April 1998
Sheltering Arms - Carl Rhodenizer Center August 1992 - August 1996
Wachovia Bank March 1990 - August 1992
Internal Revenue Service January 1989 - January 1990
Skills
Educational Technology, Grant Writing, Instructional Design, E-Learning, Classroom, Teacher Training, Lesson Planning, Distance Learning, Research, Leadership, PowerPoint, Childcare, Literacy, Training, Nonprofits, Special Education, Social Networking, Public Speaking, Teaching, Staff Development, Curriculum Development, Curriculum Design, Higher Education
Education
Concordia University-St. Paul 2000 — 2002
MAEd, Early Childhood Education, 4.0
Defense Language Institute/Foreign Language Center 1984 — 1985
Certificate with Honors, Italian, 4.0
North Georgia College and State University 1979 — 1982
B.A., English/Political Science
Neal Foushee, CFP® Neal Foushee, CFP®'s Wachovia Bank Experience 2005 - 2008
Job Vice President & Trust Advisor at SunTrust Bank
Industry Investment Management
Experience
SunTrust Bank October 2011 - Present
Paraklete Financial, Inc. November 2010 - October 2011
Wachovia Bank 2005 - 2008
Evans, Carter, Kunes & Bennett 2003 - 2005
United States Air Force 1995 - 1999
Skills
Strategic Financial..., Project Planning, Teamwork, Risk Management, Estate Planning, Retirement Planning, Wealth Management, Budget, Budgets, Finance, Leadership, Negotiation, Retirement, Strategy, Financial Analysis, Investments, Financial Planning
Education
The Citadel 2007 — 2009
Masters, Business Administration
College of Charleston 2000 — 2003
Bachelor of Arts, History
SunTrust Bank October 2011 - Present
Paraklete Financial, Inc. November 2010 - October 2011
Wachovia Bank 2005 - 2008
Evans, Carter, Kunes & Bennett 2003 - 2005
United States Air Force 1995 - 1999
Skills
Strategic Financial..., Project Planning, Teamwork, Risk Management, Estate Planning, Retirement Planning, Wealth Management, Budget, Budgets, Finance, Leadership, Negotiation, Retirement, Strategy, Financial Analysis, Investments, Financial Planning
Education
The Citadel 2007 — 2009
Masters, Business Administration
College of Charleston 2000 — 2003
Bachelor of Arts, History
Alan Majak Alan Majak's Wachovia Bank Experience 1989 - 1992
Job Vice President, Private Advisor Wealth Management BB&T
Industry Financial Services
Experience
BB&T November 2012 - Present
SunTrust Bank August 2009 - November 2012
Wells Fargo 1994 - August 2009
Barnett Bank of Broward County, N. A. 1993 - 1994
Renaissance Cruises, Inc 1992 - 1993
Wachovia Bank 1989 - 1992
Ryder System, Inc 1986 - 1989
Eastern Airlines 1979 - 1987
Skills
Credit, Banking, Wealth Management, Series 7, Life Insurance, Succession Planning, Loans, Commercial Lending, Recruiting, Employee Benefits, Investments, Strategic Financial..., Mortgage Lending, Financial Services, Wealth Management..., Commercial Banking, Consumer Lending, Credit Analysis, Finance, Human Resources, Insurance, High Net Worth..., Financial Advisory, Retirement Planning, Lines Of Credit, Loan Origination, Securities, Credit Risk, Asset Allocation, Relationship Management, Risk Management, Asset Management, Wealth, Certified Financial..., Trust Services, Asset Based Lending, Investment Management, Retirement, Investment Strategies, Mortgage Banking, Private Banking, Portfolio Management, Small Business Lending, Mutual Funds, Investment Advisory, Commercial Mortgages, Retail Banking, Cross Selling, Series 65, Financial Planning
Education
College for Financial Planning
CFP, Financial Planning
Florida International University 1985 — 1987
MSM, Finance
Loyola University Chicago 1973 — 1977
BBA, Human Resources
BB&T November 2012 - Present
SunTrust Bank August 2009 - November 2012
Wells Fargo 1994 - August 2009
Barnett Bank of Broward County, N. A. 1993 - 1994
Renaissance Cruises, Inc 1992 - 1993
Wachovia Bank 1989 - 1992
Ryder System, Inc 1986 - 1989
Eastern Airlines 1979 - 1987
Skills
Credit, Banking, Wealth Management, Series 7, Life Insurance, Succession Planning, Loans, Commercial Lending, Recruiting, Employee Benefits, Investments, Strategic Financial..., Mortgage Lending, Financial Services, Wealth Management..., Commercial Banking, Consumer Lending, Credit Analysis, Finance, Human Resources, Insurance, High Net Worth..., Financial Advisory, Retirement Planning, Lines Of Credit, Loan Origination, Securities, Credit Risk, Asset Allocation, Relationship Management, Risk Management, Asset Management, Wealth, Certified Financial..., Trust Services, Asset Based Lending, Investment Management, Retirement, Investment Strategies, Mortgage Banking, Private Banking, Portfolio Management, Small Business Lending, Mutual Funds, Investment Advisory, Commercial Mortgages, Retail Banking, Cross Selling, Series 65, Financial Planning
Education
College for Financial Planning
CFP, Financial Planning
Florida International University 1985 — 1987
MSM, Finance
Loyola University Chicago 1973 — 1977
BBA, Human Resources
Ashley Bhatia's Wachovia Bank Experience May 1995 - August 1995
Job People & Culture Talent Generalist at Grant Thornton
Industry Human Resources
Experience
Grant Thornton February 2015 - Present
Stella & Dot May 2013 - February 2015
Innovative Outsourcing, Inc. October 2013 - March 2014
Sourcing Analytics May 2010 - December 2011
Dell SecureWorks November 2009 - April 2010
Sing Photography September 2007 - July 2008
Manhattan Associates July 1998 - January 2003
Arthur Andersen, LLP August 1995 - May 1998
Wachovia Bank May 1995 - August 1995
Skills
Human Resources, Recruiting, Performance Management, Consulting, Sales, Microsoft Office, Outlook, Lotus Notes, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Finance, QuickBooks, Research, Market Planning, Policy Analysis, Onboarding, Employee Benefits, Payroll, Benefits Administration
Education
College of Charleston 1991 — 1995
BS, Business Administration
Grant Thornton February 2015 - Present
Stella & Dot May 2013 - February 2015
Innovative Outsourcing, Inc. October 2013 - March 2014
Sourcing Analytics May 2010 - December 2011
Dell SecureWorks November 2009 - April 2010
Sing Photography September 2007 - July 2008
Manhattan Associates July 1998 - January 2003
Arthur Andersen, LLP August 1995 - May 1998
Wachovia Bank May 1995 - August 1995
Skills
Human Resources, Recruiting, Performance Management, Consulting, Sales, Microsoft Office, Outlook, Lotus Notes, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Finance, QuickBooks, Research, Market Planning, Policy Analysis, Onboarding, Employee Benefits, Payroll, Benefits Administration
Education
College of Charleston 1991 — 1995
BS, Business Administration
David Folds's Wachovia Bank Experience October 2003 - July 2010
Job Financial Advisor, Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2012 - Present
Wells Fargo Bank July 2010 - July 2012
Wachovia Bank October 2003 - July 2010
Skills
Loans, Credit, Consumer Lending, Series 7, Mortgage Lending, Retirement Planning, Commercial Lending, Wealth Management, Banking
Education
Columbus State University 1994 — 1999
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Wells Fargo Advisors July 2012 - Present
Wells Fargo Bank July 2010 - July 2012
Wachovia Bank October 2003 - July 2010
Skills
Loans, Credit, Consumer Lending, Series 7, Mortgage Lending, Retirement Planning, Commercial Lending, Wealth Management, Banking
Education
Columbus State University 1994 — 1999
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Kristy Keys Kristy Keys's Wachovia Bank Experience May 2003 - April 2011
Job Treasury Management Client Project Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2014 - Present
Wells Fargo Bank April 2011 - February 2014
Wachovia Bank May 2003 - April 2011
Carriage Title Abstract/HUD January 2003 - May 2003
Robert Penney Jewelers May 2000 - January 2003
Skills
Adobe, Microsoft Office, Microsoft Excel, PowerPoint, Lotus Notes, Microsoft Word, Banking, Treasury Management, Treasury, Leadership, Project Planning, Customer Satisfaction, Portfolio Management, Software Documentation, Sales, Risk Management, Process Improvement, Finance, Financial Services, Relationship Management
Education
Temple University
Computer Science and Information of Technology, BS
Community College of Philadelphia
Associates Degree, Computer Science and Information Technology
Wells Fargo February 2014 - Present
Wells Fargo Bank April 2011 - February 2014
Wachovia Bank May 2003 - April 2011
Carriage Title Abstract/HUD January 2003 - May 2003
Robert Penney Jewelers May 2000 - January 2003
Skills
Adobe, Microsoft Office, Microsoft Excel, PowerPoint, Lotus Notes, Microsoft Word, Banking, Treasury Management, Treasury, Leadership, Project Planning, Customer Satisfaction, Portfolio Management, Software Documentation, Sales, Risk Management, Process Improvement, Finance, Financial Services, Relationship Management
Education
Temple University
Computer Science and Information of Technology, BS
Community College of Philadelphia
Associates Degree, Computer Science and Information Technology
Andy Silver, M.A. Andy Silver, M.A.'s Wachovia Bank Experience June 1998 - June 2001
Job Conflict coach for culture change project with national environmental lab
Industry Alternative Dispute Resolution
Experience
Environmental lab-cultural change for conflict competencies May 2015 - Present
ResolutionExperts.com August 1999 - Present
US Department of Homeland Security September 2011 - August 2013
University of North Carolina at Charlotte January 2013 - May 2013
Wachovia Bank June 1998 - June 2001
Drake, Beam, Morin (DBM), Inc November 1992 - June 1998
DuPont/ Day and Zimmerman May 1987 - November 1992
Skills
Mediator, Ombuds, Conflict Coach, Conflict Resolution, Government, Team Building, Organizational..., Public Speaking, Coaching, Customer Service, Non-profits, Change Management, Program Management, Conflict, Leadership Development, Conflict Management, Training, Employee Relations, Community Outreach, Mediation, Staff Development, Higher Education, Teaching, Start-ups, Workshop Facilitation, Leadership, Program Development, Executive Coaching, Human Resources, Policy Analysis, Nonprofits, Fundraising, Community Development, Volunteer Management, Instructional Design, Public Policy, Organizational..., Research, Career Counseling, Grants, Personal Development, Event Planning, Grant Writing, Adult Education, Career Development, Intercultural..., Program Evaluation, Strategic Planning, Family Therapy, Alternative Dispute...
Education
Columbia College (SC) 1997 — 1999
Master's degree, Conflict Resolution
Long Island University, Brooklyn Campus 1969 — 1972
BA, International Studies
Earlham College 1967 — 1969
transfer, Sociology
Environmental lab-cultural change for conflict competencies May 2015 - Present
ResolutionExperts.com August 1999 - Present
US Department of Homeland Security September 2011 - August 2013
University of North Carolina at Charlotte January 2013 - May 2013
Wachovia Bank June 1998 - June 2001
Drake, Beam, Morin (DBM), Inc November 1992 - June 1998
DuPont/ Day and Zimmerman May 1987 - November 1992
Skills
Mediator, Ombuds, Conflict Coach, Conflict Resolution, Government, Team Building, Organizational..., Public Speaking, Coaching, Customer Service, Non-profits, Change Management, Program Management, Conflict, Leadership Development, Conflict Management, Training, Employee Relations, Community Outreach, Mediation, Staff Development, Higher Education, Teaching, Start-ups, Workshop Facilitation, Leadership, Program Development, Executive Coaching, Human Resources, Policy Analysis, Nonprofits, Fundraising, Community Development, Volunteer Management, Instructional Design, Public Policy, Organizational..., Research, Career Counseling, Grants, Personal Development, Event Planning, Grant Writing, Adult Education, Career Development, Intercultural..., Program Evaluation, Strategic Planning, Family Therapy, Alternative Dispute...
Education
Columbia College (SC) 1997 — 1999
Master's degree, Conflict Resolution
Long Island University, Brooklyn Campus 1969 — 1972
BA, International Studies
Earlham College 1967 — 1969
transfer, Sociology
Andy Hurd Andy Hurd's Wachovia Bank Experience 2007 - 2008
Job Accounts Payable Technician at UNCHealthcare
Industry Health, Wellness and Fitness
Experience
UNC Health Care February 2014 - Present
PPD May 2008 - February 2014
Wachovia Bank 2007 - 2008
Wachovia Bank 2004 - 2007
Skills
Accounts Payable, Process Improvement, Customer Service, Microsoft Office, Invoicing, Microsoft Excel, Banking, Microsoft Word, CRO, Accounting, Accounts Receivable, Managerial Skills, Finance, Account Reconciliation, Movex, Data Entry, Lawson, Teller Operations, Teller Manager, Cost Accounting, Financial Accounting, Auditing, Budgets, Healthcare, Checks, Financial Statements, Data Analysis, Payments, Outlook, Supervisory Skills, Insurance, File Management, Invoice Processing, Filing, Cash, Customer Satisfaction, Sports Coaching
Education
College of Charleston 1998 — 2002
Bachelor of Science (B.S.), Business Administration
Collegiate School 1994 — 1998
High School Diploma
UNC Health Care February 2014 - Present
PPD May 2008 - February 2014
Wachovia Bank 2007 - 2008
Wachovia Bank 2004 - 2007
Skills
Accounts Payable, Process Improvement, Customer Service, Microsoft Office, Invoicing, Microsoft Excel, Banking, Microsoft Word, CRO, Accounting, Accounts Receivable, Managerial Skills, Finance, Account Reconciliation, Movex, Data Entry, Lawson, Teller Operations, Teller Manager, Cost Accounting, Financial Accounting, Auditing, Budgets, Healthcare, Checks, Financial Statements, Data Analysis, Payments, Outlook, Supervisory Skills, Insurance, File Management, Invoice Processing, Filing, Cash, Customer Satisfaction, Sports Coaching
Education
College of Charleston 1998 — 2002
Bachelor of Science (B.S.), Business Administration
Collegiate School 1994 — 1998
High School Diploma
Pascall Chambers Pascall Chambers's Wachovia Bank Experience December 1990 - September 2007
Job Health Care
Industry Insurance
Experience
AmeriHealth Caritas June 2014 - Present
AmeriHealth Caritas September 2013 - June 2014
Paradigm Group Consultants August 2011 - August 2013
Wachovia Bank December 1990 - September 2007
Wachovia Bank December 1990 - September 2007
Wachovia Bank December 1990 - September 2007
Wachovia Bank December 1990 - September 2007
Wachovia Bank December 1990 - September 2007
WACHOVIA BANK January 1990 - January 2007
Skills
Customer Service, Payroll, Loans, Policy, Training, Coaching, Budgets, Human Resources, Finance, Management, Marketing, CRM, Team Building, PowerPoint, Analysis, Leadership Development, Organizational..., Program Management, Leadership, Troubleshooting, Change Management, Microsoft Office, Microsoft Excel, Sales, Nonprofits, Process Improvement, Invoicing, Accounts Receivable, Accounts Payable, Account Management, Administrative..., Recruiting, Time Management, Access, Call Centers, Customer Satisfaction, Data Entry, Employee Benefits, Microsoft Word, System Administration, Team Leadership, Teamwork, Event Planning, Employee Relations
Education
Empire Beauty Academy 2009 — 2010
Certificate, Cosmetology/Cosmetologist, General
Stafford Hall Business School 1988 — 1998
Certificate, Administrative Assistant and Secretarial Science, General
Community College of Philadelphia 1991 — 1991
Computer Science
AmeriHealth Caritas June 2014 - Present
AmeriHealth Caritas September 2013 - June 2014
Paradigm Group Consultants August 2011 - August 2013
Wachovia Bank December 1990 - September 2007
Wachovia Bank December 1990 - September 2007
Wachovia Bank December 1990 - September 2007
Wachovia Bank December 1990 - September 2007
Wachovia Bank December 1990 - September 2007
WACHOVIA BANK January 1990 - January 2007
Skills
Customer Service, Payroll, Loans, Policy, Training, Coaching, Budgets, Human Resources, Finance, Management, Marketing, CRM, Team Building, PowerPoint, Analysis, Leadership Development, Organizational..., Program Management, Leadership, Troubleshooting, Change Management, Microsoft Office, Microsoft Excel, Sales, Nonprofits, Process Improvement, Invoicing, Accounts Receivable, Accounts Payable, Account Management, Administrative..., Recruiting, Time Management, Access, Call Centers, Customer Satisfaction, Data Entry, Employee Benefits, Microsoft Word, System Administration, Team Leadership, Teamwork, Event Planning, Employee Relations
Education
Empire Beauty Academy 2009 — 2010
Certificate, Cosmetology/Cosmetologist, General
Stafford Hall Business School 1988 — 1998
Certificate, Administrative Assistant and Secretarial Science, General
Community College of Philadelphia 1991 — 1991
Computer Science
John Coffin John Coffin's Wachovia Bank Experience January 2005 - August 2006
Job CoFounder and Executive Vice President at Atlantic Capital Bank
Industry Banking
Experience
Atlantic Capital Bank August 2006 - Present
Founders Club Radio September 2014 - Present
Wachovia Bank January 2005 - August 2006
Wachovia Bank March 2003 - December 2004
Wachovia Securities March 1996 - February 2003
Chemical Bank/Chase Manhattan Bank January 1993 - March 1996
Manufacturers Hanover Trust October 1988 - January 1993
Skills
Banking, Capital Markets, Commercial Banking, Mergers, Private Equity, Investment Banking
Education
Columbia Business School 1991 — 1993
MBA, Finance and International Business
Dartmouth College 1984 — 1988
BA, English
Phillips Exeter Academy 1982 — 1984
Atlantic Capital Bank August 2006 - Present
Founders Club Radio September 2014 - Present
Wachovia Bank January 2005 - August 2006
Wachovia Bank March 2003 - December 2004
Wachovia Securities March 1996 - February 2003
Chemical Bank/Chase Manhattan Bank January 1993 - March 1996
Manufacturers Hanover Trust October 1988 - January 1993
Skills
Banking, Capital Markets, Commercial Banking, Mergers, Private Equity, Investment Banking
Education
Columbia Business School 1991 — 1993
MBA, Finance and International Business
Dartmouth College 1984 — 1988
BA, English
Phillips Exeter Academy 1982 — 1984
Lydell Thompson Lydell Thompson's Wachovia Bank Experience August 1996 - May 2006
Job Financial Advisor, CFP® at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2006 - Present
Wachovia Bank August 1996 - May 2006
Food Lion February 1994 - August 1996
Skills
Retirement Planning, Investments, Insurance
Education
Wake Forest University 1988 — 1992
Bachelor's degree, Economics
College for Financial Planning
Master of Science (MS), Financial Planning
Wells Fargo Advisors, LLC June 2006 - Present
Wachovia Bank August 1996 - May 2006
Food Lion February 1994 - August 1996
Skills
Retirement Planning, Investments, Insurance
Education
Wake Forest University 1988 — 1992
Bachelor's degree, Economics
College for Financial Planning
Master of Science (MS), Financial Planning
Martha Wadhawan Martha Wadhawan's Wachovia Bank Experience June 1993 - August 1999
Job Senior IT Program and Strategy Leader
Industry Information Technology and Services
Experience
IHG - InterContinental Hotels Group November 2014 - Present
CS STARS June 2012 - May 2014
CS STARS January 2011 - June 2012
CS STARS 2007 - 2011
CS STARS LLC 1999 - 2007
Wachovia Bank June 1993 - August 1999
Skills
SDLC, Professional Services, Business Objects, Business Analysis, Business Process..., Database Design, T-SQL, Oracle, Business Intelligence, Enterprise Software, Risk Management, CRM, Disaster Recovery, Process Improvement, PL/SQL, Agile Methodologies, SharePoint, SQL, Microsoft SQL Server, Project Management, Software Project..., Business Process, IT Management, IT Operations, IT Outsourcing, Configuration Management, ISO 27001, SaaS, Data Center, Technology Integration, Requirements Gathering, Consulting, Resource Management, Software Installation, Microsoft Servers, Vendor Management, Management, Cross-functional Team..., Program Management, Strategy, Leadership, IT Strategy, Cloud Computing, Integration, Software Development, Requirements Analysis, Databases, Change Management, ITIL, Salesforce.com
Education
Clemson University 1989 — 1993
Financial Mgmt., Accounting
IHG - InterContinental Hotels Group November 2014 - Present
CS STARS June 2012 - May 2014
CS STARS January 2011 - June 2012
CS STARS 2007 - 2011
CS STARS LLC 1999 - 2007
Wachovia Bank June 1993 - August 1999
Skills
SDLC, Professional Services, Business Objects, Business Analysis, Business Process..., Database Design, T-SQL, Oracle, Business Intelligence, Enterprise Software, Risk Management, CRM, Disaster Recovery, Process Improvement, PL/SQL, Agile Methodologies, SharePoint, SQL, Microsoft SQL Server, Project Management, Software Project..., Business Process, IT Management, IT Operations, IT Outsourcing, Configuration Management, ISO 27001, SaaS, Data Center, Technology Integration, Requirements Gathering, Consulting, Resource Management, Software Installation, Microsoft Servers, Vendor Management, Management, Cross-functional Team..., Program Management, Strategy, Leadership, IT Strategy, Cloud Computing, Integration, Software Development, Requirements Analysis, Databases, Change Management, ITIL, Salesforce.com
Education
Clemson University 1989 — 1993
Financial Mgmt., Accounting
John Wakefield John Wakefield's Wachovia Bank Experience January 1999 - July 2001
Job Principal at VW Multifamily
Industry Financial Services
Experience
VW Real Estate Services May 2015 - Present
VW Multifamily January 2015 - Present
Ygrene Energy Fund January 2010 - December 2014
EcoAsset Solutions January 2009 - December 2014
Lykes Bros. Inc. August 2007 - December 2014
SunTrust Bank January 2002 - July 2007
Wachovia Bank January 1999 - July 2001
Skills
Business Development, Leadership, Program Management, Strategic Planning, Entrepreneurship, Sustainability, Strategy, Executive Management, Finance, Investments, Start-ups, Fundraising, Strategic Partnerships, Contract Negotiation, Sales, Mergers & Acquisitions, Renewable Energy, Business Strategy, Sustainable Business, Energy Efficiency, Sustainability..., Corporate Development, New Business Development, Business Relationship..., Apartments, Management
Education
Thunderbird School of Global Management 1996 — 1998
Master of Business Administration (MBA), International Business
College of Charleston 1990 — 1994
Bachelor of Arts, English
VW Real Estate Services May 2015 - Present
VW Multifamily January 2015 - Present
Ygrene Energy Fund January 2010 - December 2014
EcoAsset Solutions January 2009 - December 2014
Lykes Bros. Inc. August 2007 - December 2014
SunTrust Bank January 2002 - July 2007
Wachovia Bank January 1999 - July 2001
Skills
Business Development, Leadership, Program Management, Strategic Planning, Entrepreneurship, Sustainability, Strategy, Executive Management, Finance, Investments, Start-ups, Fundraising, Strategic Partnerships, Contract Negotiation, Sales, Mergers & Acquisitions, Renewable Energy, Business Strategy, Sustainable Business, Energy Efficiency, Sustainability..., Corporate Development, New Business Development, Business Relationship..., Apartments, Management
Education
Thunderbird School of Global Management 1996 — 1998
Master of Business Administration (MBA), International Business
College of Charleston 1990 — 1994
Bachelor of Arts, English
Durwood Hankinson Durwood Hankinson's Wachovia Bank Experience September 2001 - January 2008
Job Corporate Real Estate Expert | Visionary In MultiMillion Dollar Asset Portfolio Management & Facilities Operations
Industry Architecture & Planning
Experience
Philadelphia Housing Authority 2010 - June 2014
Wachovia Bank September 2001 - January 2008
Wachovia Bank N.A. January 2001 - January 2002
RE/MAX Main Street Realty & RE/MAX Tri-County Realty October 1998 - September 2001
Fifth Dimension March 1996 - October 1998
AT&T / NCR Global Information Systems September 1995 - April 1996
General Instruments Jerrold Communications 1996 - 1996
United States Air Force April 1982 - April 1992
Skills
Corporate Real Estate, Real Estate Project..., Organizational..., Project Portfolio..., Asset Management, Construction Management, Facility Development, Facilities Management, Facilities Operations, Security Operations, Program Management, Project Management, Project Planning, Facility Master Planning, Master Site Planning, Value Engineering, Contract Management, Vendor Management, Contract Negotiation, Operations Management, Innovation Development, Strategic Planning, Cross-functional Team..., Budgets
Education
Drexel University
Master of Science Candidate, Engineering Management & System Engineering - Concentration: Construction Management
Drexel University 1992 — 2009
Bachelor of Science: Engineering Sciences, Science Engineering; Major; Engineering Sciences: Minor Construction Mang.: Minor; Sustainable
Community College of Philadelphia 1992 — 1992
Associate, Major Electrical/Electronic Engineering Technology
Community College of the Air Force 1981 — 1992
Associate Degrees Awarded, Electronic Systems Technology, Military and Industrial Science & Technology
Philadelphia Housing Authority 2010 - June 2014
Wachovia Bank September 2001 - January 2008
Wachovia Bank N.A. January 2001 - January 2002
RE/MAX Main Street Realty & RE/MAX Tri-County Realty October 1998 - September 2001
Fifth Dimension March 1996 - October 1998
AT&T / NCR Global Information Systems September 1995 - April 1996
General Instruments Jerrold Communications 1996 - 1996
United States Air Force April 1982 - April 1992
Skills
Corporate Real Estate, Real Estate Project..., Organizational..., Project Portfolio..., Asset Management, Construction Management, Facility Development, Facilities Management, Facilities Operations, Security Operations, Program Management, Project Management, Project Planning, Facility Master Planning, Master Site Planning, Value Engineering, Contract Management, Vendor Management, Contract Negotiation, Operations Management, Innovation Development, Strategic Planning, Cross-functional Team..., Budgets
Education
Drexel University
Master of Science Candidate, Engineering Management & System Engineering - Concentration: Construction Management
Drexel University 1992 — 2009
Bachelor of Science: Engineering Sciences, Science Engineering; Major; Engineering Sciences: Minor Construction Mang.: Minor; Sustainable
Community College of Philadelphia 1992 — 1992
Associate, Major Electrical/Electronic Engineering Technology
Community College of the Air Force 1981 — 1992
Associate Degrees Awarded, Electronic Systems Technology, Military and Industrial Science & Technology
Lynn Anderson Lynn Anderson's Wachovia Bank Experience 2006 - 2006
Job Senior Director, Market Planning at Capital One Bank
Industry Banking
Experience
Capital One October 2011 - Present
Capital One October 2011 - Present
Union Bank May 2010 - September 2011
Bank of America 2006 - 2009
Wachovia Bank 2006 - 2006
Washington Mutual Bank 2005 - 2006
Washington Mutual 1997 - 2005
Washington Mutual Bank 1989 - 1997
Washington Mutual Bank 1987 - 1989
Washington Mutual Bank 1985 - 1987
Skills
Strategic Planning, Budgets, Project Planning, Leadership, New Business Development, Analytics, Cross-functional Team..., Analysis, Banking, Financial Analysis, Management, Forecasting, Portfolio Management, Mergers, Strategy, Retail Banking, Segmentation, Team Building, Integrated Marketing, Vendor Management, Market Analysis, Due Diligence, Customer Service, Market Planning, Retail, Financial Services, Integration, Recruiting, Business Planning, Marketing Strategy, Relationship Mgmt, Finance, Mortgage Lending, Business Development, Competitive Analysis, Mergers & Acquisitions, CRM, Process Improvement, Business Analysis, Product Management, Market Research, Business Strategy, Coaching
Education
University of Washington 1976 — 1979
MA, Economic Geography
Colgate University 1973 — 1976
BA, Math and Geography
Capital One October 2011 - Present
Capital One October 2011 - Present
Union Bank May 2010 - September 2011
Bank of America 2006 - 2009
Wachovia Bank 2006 - 2006
Washington Mutual Bank 2005 - 2006
Washington Mutual 1997 - 2005
Washington Mutual Bank 1989 - 1997
Washington Mutual Bank 1987 - 1989
Washington Mutual Bank 1985 - 1987
Skills
Strategic Planning, Budgets, Project Planning, Leadership, New Business Development, Analytics, Cross-functional Team..., Analysis, Banking, Financial Analysis, Management, Forecasting, Portfolio Management, Mergers, Strategy, Retail Banking, Segmentation, Team Building, Integrated Marketing, Vendor Management, Market Analysis, Due Diligence, Customer Service, Market Planning, Retail, Financial Services, Integration, Recruiting, Business Planning, Marketing Strategy, Relationship Mgmt, Finance, Mortgage Lending, Business Development, Competitive Analysis, Mergers & Acquisitions, CRM, Process Improvement, Business Analysis, Product Management, Market Research, Business Strategy, Coaching
Education
University of Washington 1976 — 1979
MA, Economic Geography
Colgate University 1973 — 1976
BA, Math and Geography
Brian Birnie, CAMS's Wachovia Bank Experience April 2004 - October 2006
Job Compliance Director at Ally Financial Inc.
Industry Banking
Experience
Ally Financial Inc. July 2014 - Present
Ally Financial Inc. April 2010 - Present
Wells Fargo October 2006 - April 2010
Wachovia Bank April 2004 - October 2006
Sunrock Capital 2001 - 2003
National Bank of Canada March 1999 - September 2001
Education
Coastal Carolina University 1992 — 1996
Ally Financial Inc. July 2014 - Present
Ally Financial Inc. April 2010 - Present
Wells Fargo October 2006 - April 2010
Wachovia Bank April 2004 - October 2006
Sunrock Capital 2001 - 2003
National Bank of Canada March 1999 - September 2001
Education
Coastal Carolina University 1992 — 1996
Dana Reilly's Wachovia Bank Experience July 2004 - November 2005
Job Marketing Manager at Bank of America
Industry Banking
Experience
Bank of America February 2015 - Present
Bank of America January 2014 - February 2015
Bank of America November 2005 - January 2014
Wachovia Bank July 2004 - November 2005
Ingersoll-Rand November 2000 - June 2004
Heritage Trust Federal Credit Union February 2000 - November 2000
Skills
Analytics, SAS, Database Marketing, Business Analysis, Vendor Management, Business Intelligence, Strategic Planning, Process Improvement
Education
College of Charleston 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Bank of America February 2015 - Present
Bank of America January 2014 - February 2015
Bank of America November 2005 - January 2014
Wachovia Bank July 2004 - November 2005
Ingersoll-Rand November 2000 - June 2004
Heritage Trust Federal Credit Union February 2000 - November 2000
Skills
Analytics, SAS, Database Marketing, Business Analysis, Vendor Management, Business Intelligence, Strategic Planning, Process Improvement
Education
College of Charleston 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Nat Clarkson's Wachovia Bank Experience May 2003 - March 2005
Job Vice President Investment Banking
Industry Investment Banking
Experience
Deloitte Corporate Finance – Investment Banking (Formerly McColl Partners, LLC) July 2010 - Present
Academy Funds April 2005 - January 2008
Wachovia Bank May 2003 - March 2005
Wachovia Securities April 2002 - May 2003
Skills
Finance, Negotiation, Private Equity, Real Estate Development, Company Valuation, Investment Banking, Capital Markets, Valuation, Due Diligence, Mergers, Corporate Finance, Hedge Funds, Investments, Venture Capital, Equities, Strategy, Mergers & Acquisitions, Portfolio Management, Structured Finance
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Business Administration and Management, General
London Business School 2008 — 2010
MBA
University of South Carolina - Darla Moore School of Business 1998 — 2001
M.I.B.S., International Business
University of South Carolina School of Law 1997 — 2001
J.D., Law
The Citadel 1993 — 1996
B.A., History
Deloitte Corporate Finance – Investment Banking (Formerly McColl Partners, LLC) July 2010 - Present
Academy Funds April 2005 - January 2008
Wachovia Bank May 2003 - March 2005
Wachovia Securities April 2002 - May 2003
Skills
Finance, Negotiation, Private Equity, Real Estate Development, Company Valuation, Investment Banking, Capital Markets, Valuation, Due Diligence, Mergers, Corporate Finance, Hedge Funds, Investments, Venture Capital, Equities, Strategy, Mergers & Acquisitions, Portfolio Management, Structured Finance
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Business Administration and Management, General
London Business School 2008 — 2010
MBA
University of South Carolina - Darla Moore School of Business 1998 — 2001
M.I.B.S., International Business
University of South Carolina School of Law 1997 — 2001
J.D., Law
The Citadel 1993 — 1996
B.A., History
Dwayne Wright's Wachovia Bank Experience 2004 - 2008
Job Teacher at Charlotte Mecklenburg Schools
Industry Education Management
Experience
Charlotte Mecklenburg Schools August 2008 - Present
Wachovia Bank 2004 - 2008
Bank of America January 2001 - January 2004
Bank of America Mortgage January 1995 - January 2001
Skills
Loans, Banking, Credit, Underwriting, Risk Management, Credit Risk, Portfolio Management, Team Leadership, Strategic Planning, Business Development, Relationship Management, Sales Management, Teaching, Training Adults, Presentations, Grant Review, Grant Writing, Non Profit leadership, Negotiation, Deal Structure, Communication, CRA lending, Homebuilder Finance, Non Profit lending, Use of technology in..., Coaching, Customer Service, Analysis, Program Management, Management, Training, Nonprofits
Education
Davidson College 1981 — 1985
BA, Political Science
Converse College 1991 — 1995
Master's Elementary Education, Education
Charlotte Mecklenburg Schools August 2008 - Present
Wachovia Bank 2004 - 2008
Bank of America January 2001 - January 2004
Bank of America Mortgage January 1995 - January 2001
Skills
Loans, Banking, Credit, Underwriting, Risk Management, Credit Risk, Portfolio Management, Team Leadership, Strategic Planning, Business Development, Relationship Management, Sales Management, Teaching, Training Adults, Presentations, Grant Review, Grant Writing, Non Profit leadership, Negotiation, Deal Structure, Communication, CRA lending, Homebuilder Finance, Non Profit lending, Use of technology in..., Coaching, Customer Service, Analysis, Program Management, Management, Training, Nonprofits
Education
Davidson College 1981 — 1985
BA, Political Science
Converse College 1991 — 1995
Master's Elementary Education, Education
Doug Carman's Wachovia Bank Experience January 2005 - Present
Job Central US Region Manager CRE Homebuilder Group
Industry Banking
Experience
Wachovia Bank January 2005 - Present
Education
University of South Carolina - Darla Moore School of Business 1989 — 1992
MBA, Business
Coastal Carolina University 1979 — 1983
BS, Business Management
Wachovia Bank January 2005 - Present
Education
University of South Carolina - Darla Moore School of Business 1989 — 1992
MBA, Business
Coastal Carolina University 1979 — 1983
BS, Business Management
Lisa Marie Koch CSQE's Wachovia Bank Experience 2006 - 2008
Job Systems QAData & Analytics/ Enterprise Risk Aggregation at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo April 2014 - Present
Wells Fargo October 2012 - April 2014
Premier, Inc. September 2008 - September 2012
Strayer University 2008 - 2012
Compuware October 2003 - September 2008
Wachovia Bank 2006 - 2008
Rack Room Shoes April 1997 - June 2003
Chemical Abstracts Service June 1980 - April 1997
Skills
testing, Testing, Quality Center, SDLC, Test Planning, Software Quality..., User Acceptance Testing, Test Automation, Regression Testing, Oracle, WinRunner, System Testing, Test Cases, Agile Methodologies, Software Documentation, Quality Assurance, Databases, SQL, QTP, Unix, Process Improvement, Visio, Business Analysis, Requirements Gathering, Requirements Analysis, Software Project..., Data Warehousing, HP Quality Center, Program Management, Scrum, Waterfall
Education
American Society for Quality
CSQE, Software Quality Engineering
Columbus State
Applied Science, Information Technology
Strayer College
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.8
The Ohio State University
Computer Science
Wells Fargo April 2014 - Present
Wells Fargo October 2012 - April 2014
Premier, Inc. September 2008 - September 2012
Strayer University 2008 - 2012
Compuware October 2003 - September 2008
Wachovia Bank 2006 - 2008
Rack Room Shoes April 1997 - June 2003
Chemical Abstracts Service June 1980 - April 1997
Skills
testing, Testing, Quality Center, SDLC, Test Planning, Software Quality..., User Acceptance Testing, Test Automation, Regression Testing, Oracle, WinRunner, System Testing, Test Cases, Agile Methodologies, Software Documentation, Quality Assurance, Databases, SQL, QTP, Unix, Process Improvement, Visio, Business Analysis, Requirements Gathering, Requirements Analysis, Software Project..., Data Warehousing, HP Quality Center, Program Management, Scrum, Waterfall
Education
American Society for Quality
CSQE, Software Quality Engineering
Columbus State
Applied Science, Information Technology
Strayer College
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.8
The Ohio State University
Computer Science
Andy Hogshead's Wachovia Bank Experience August 1996 - June 2004
Job Chief Executive Officer at The Collier Companies
Industry Real Estate
Experience
The Collier Companies October 2009 - Present
The Collier Companies 2007 - 2009
The Collier Companies June 2004 - 2007
Wachovia Bank August 1996 - June 2004
Glaves & Associates 1991 - 1996
Kidder, Peabody & Co., Inc. June 1988 - December 1990
Skills
Real Estate, Real Estate Economics, Asset Managment, Portfolio Management, Property Management, Due Diligence, Leases, Public Speaking, Disposition, Investment Properties, Investments, Leadership, Investors, Real Estate Development, Financial Analysis, Contract Negotiation, Strategic Planning, Sales, Marketing, Market Analysis, Apartments, Asset Management, Real Estate Transactions, Residential Homes, Location Intelligence, Dispositions, Tenant
Education
Columbia University - Columbia Business School 1986 — 1988
Master of Business Administration (MBA), Real Estate/Finance
Harvard University 1978 — 1982
AB, Biological Anthropology
Episcopal High School 1973 — 1978
University of Florida - Warrington College of Business Administration
The Collier Companies October 2009 - Present
The Collier Companies 2007 - 2009
The Collier Companies June 2004 - 2007
Wachovia Bank August 1996 - June 2004
Glaves & Associates 1991 - 1996
Kidder, Peabody & Co., Inc. June 1988 - December 1990
Skills
Real Estate, Real Estate Economics, Asset Managment, Portfolio Management, Property Management, Due Diligence, Leases, Public Speaking, Disposition, Investment Properties, Investments, Leadership, Investors, Real Estate Development, Financial Analysis, Contract Negotiation, Strategic Planning, Sales, Marketing, Market Analysis, Apartments, Asset Management, Real Estate Transactions, Residential Homes, Location Intelligence, Dispositions, Tenant
Education
Columbia University - Columbia Business School 1986 — 1988
Master of Business Administration (MBA), Real Estate/Finance
Harvard University 1978 — 1982
AB, Biological Anthropology
Episcopal High School 1973 — 1978
University of Florida - Warrington College of Business Administration
Karen Dey's Wachovia Bank Experience 1990 - 2001
Job Director of Strategice Initiatives at South State Bank
Industry Banking
Experience
South State Bank 2011 - Present
SCBT 2005 - 2011
SCBT 2001 - 2005
Wachovia Bank 1990 - 2001
Skills
Financial Analysis, Banking, Credit, Accounting
Education
Clemson University
South State Bank 2011 - Present
SCBT 2005 - 2011
SCBT 2001 - 2005
Wachovia Bank 1990 - 2001
Skills
Financial Analysis, Banking, Credit, Accounting
Education
Clemson University
Kelbin Carolina's Wachovia Bank Experience June 2007 - January 2008
Job Sr Accountant, Montgomery County Controller's Office
Industry Government Administration
Experience
Montgomery County Controller's January 2008 - Present
Lower Providence Democratic Committee 2006 - Present
Montgomery County Democratic Committee 2006 - June 2014
Wachovia Bank June 2007 - January 2008
Skills
Auditing, Banking, Budgets, Cash Management, Coaching, Commercial Lending, Community Development, Community Outreach, Account Reconciliation, Access, Accounting, Accounts Payable, Customer Service, Due Diligence, Event Planning, Fundraising, Internal Controls, Microsoft Excel, Microsoft Office
Education
Community College of Philadelphia 1973 — 1975
AAS, Accounting
Germantown High School
Montgomery County Controller's January 2008 - Present
Lower Providence Democratic Committee 2006 - Present
Montgomery County Democratic Committee 2006 - June 2014
Wachovia Bank June 2007 - January 2008
Skills
Auditing, Banking, Budgets, Cash Management, Coaching, Commercial Lending, Community Development, Community Outreach, Account Reconciliation, Access, Accounting, Accounts Payable, Customer Service, Due Diligence, Event Planning, Fundraising, Internal Controls, Microsoft Excel, Microsoft Office
Education
Community College of Philadelphia 1973 — 1975
AAS, Accounting
Germantown High School
Antione Martin's Wachovia Bank Experience November 2000 - December 2005
Job Program Coordinator at Wells Fargo
Industry Computer Software
Experience
Air Transportation Journeyman April 2009 - Present
Wells Fargo December 2012 - June 2014
Wells Fargo Bank February 2010 - August 2011
Garrison Enterprises September 2007 - April 2008
Wachovia Bank NA December 2005 - August 2007
Wachovia Bank November 2000 - December 2005
Skills
Project Coordination, Project Management, Software Documentation, Management, Analysis, Banking, Leadership, Project Planning, Integration, Microsoft Excel, Program Management, Team Building, SharePoint
Education
Gardner-Webb University 2000 — 2003
Bachelor of Science, Business Administration
Community College of the Air Force
Associate of Applied Science, Transportation
Air Transportation Journeyman April 2009 - Present
Wells Fargo December 2012 - June 2014
Wells Fargo Bank February 2010 - August 2011
Garrison Enterprises September 2007 - April 2008
Wachovia Bank NA December 2005 - August 2007
Wachovia Bank November 2000 - December 2005
Skills
Project Coordination, Project Management, Software Documentation, Management, Analysis, Banking, Leadership, Project Planning, Integration, Microsoft Excel, Program Management, Team Building, SharePoint
Education
Gardner-Webb University 2000 — 2003
Bachelor of Science, Business Administration
Community College of the Air Force
Associate of Applied Science, Transportation
Jose Rivera Alers's Wachovia Bank Experience May 2007 - January 2011
Job Community Development Manager at Wells Fargo/Community Relations NY/CT
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Wells Fargo January 2011 - March 2015
Wachovia Bank May 2007 - January 2011
Montefiore Medical Center April 2005 - May 2007
Fleet Bank 2003 - 2004
JPMorgan Chase January 2000 - November 2001
Skills
Spanish, Board Development, Non-profits, Organizational..., Team Building, Leadership, Leadership Development, Succession Planning, Change Management, Fundraising, Coaching, Human Resources, Business Strategy, Public Speaking, Credit, Executive Coaching, Community Outreach, Banking
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, General Management
Columbia University in the City of New York 1983 — 1988
Bachelor of Arts, Economics
Wells Fargo March 2015 - Present
Wells Fargo January 2011 - March 2015
Wachovia Bank May 2007 - January 2011
Montefiore Medical Center April 2005 - May 2007
Fleet Bank 2003 - 2004
JPMorgan Chase January 2000 - November 2001
Skills
Spanish, Board Development, Non-profits, Organizational..., Team Building, Leadership, Leadership Development, Succession Planning, Change Management, Fundraising, Coaching, Human Resources, Business Strategy, Public Speaking, Credit, Executive Coaching, Community Outreach, Banking
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, General Management
Columbia University in the City of New York 1983 — 1988
Bachelor of Arts, Economics
Tameika Jackson Wideman's Wachovia Bank Experience May 2005 - December 2005
Job Associate Registrar at Piedmont Technical College
Industry Higher Education
Experience
Piedmont Technical College June 2015 - Present
Erskine College March 2013 - May 2015
Erwin Penland January 2006 - March 2013
Wachovia Bank May 2005 - December 2005
Skills
Advertising, Analytics, Interactive Marketing, Digital Strategy, Online Advertising, Google Analytics, Online Marketing, Digital Media, Web Analytics, Media Relations, Public Relations, Corporate Communications, Brand Development
Education
College of Charleston 2001 — 2005
B.S., Business Administration and Psychology, Summa Cum Laude
Piedmont Technical College June 2015 - Present
Erskine College March 2013 - May 2015
Erwin Penland January 2006 - March 2013
Wachovia Bank May 2005 - December 2005
Skills
Advertising, Analytics, Interactive Marketing, Digital Strategy, Online Advertising, Google Analytics, Online Marketing, Digital Media, Web Analytics, Media Relations, Public Relations, Corporate Communications, Brand Development
Education
College of Charleston 2001 — 2005
B.S., Business Administration and Psychology, Summa Cum Laude
Laura Bollermann's Wachovia Bank Experience Various Marketing PositionsBank of America1998 - 2007
Job SVP Retail Checking Product Management Director at Wachovia Bank
Industry Banking
Experience
Wachovia Bank Various Marketing PositionsBank of America1998 - 2007
Education
Duke University - The Fuqua School of Business 1992 — 1994
Colgate University 1984 — 1988
AB, Economics
Wachovia Bank Various Marketing PositionsBank of America1998 - 2007
Education
Duke University - The Fuqua School of Business 1992 — 1994
Colgate University 1984 — 1988
AB, Economics
Vivian Autry's Wachovia Bank Experience 1994 - Present
Job Senior Vice President at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo August 1994 - Present
Wells Fargo US Corporate Bank 1994 - Present
Wachovia Bank 1994 - Present
Wachovia, A Wells Fargo Company 1994 - Present
Skills
ACH, Banking, Cash Management, Commercial Banking, Commercial Lending, Credit, Financial Analysis, Financial Services, Payments, Portfolio Management, Risk Management, Treasury, Treasury Management, Treasury Services, Working Capital...
Education
Columbus State University 1984 — 1987
Wells Fargo August 1994 - Present
Wells Fargo US Corporate Bank 1994 - Present
Wachovia Bank 1994 - Present
Wachovia, A Wells Fargo Company 1994 - Present
Skills
ACH, Banking, Cash Management, Commercial Banking, Commercial Lending, Credit, Financial Analysis, Financial Services, Payments, Portfolio Management, Risk Management, Treasury, Treasury Management, Treasury Services, Working Capital...
Education
Columbus State University 1984 — 1987
Alysia Ward's Wachovia Bank Experience January 2005 - September 2005
Job Mortgage Operations & Compliance Manager at Peoples Bank, Mississippi
Industry Banking
Experience
Peoples Bank, Mississippi April 2015 - Present
Harbor National Bank November 2005 - February 2015
Wachovia Bank January 2005 - September 2005
Wachovia Bank July 2004 - December 2004
Wachovia Bank October 2001 - June 2004
Skills
Loans, Credit, Commercial Lending, Commercial Banking, Credit Analysis, Banking, Microsoft Excel, Refinance, Consumer Lending, Financial Analysis, Portfolio Management, Customer Service, Mortgage Lending, Small Business Lending, Underwriting, Credit Risk, Loan Origination, Retail Banking, Accounting, Financial Risk, Risk Management, Loan Servicing, SAFE Act, Microsoft Word, FIS Global Products, Flood Disaster..., Truth in Lending Act, Mortgage Disclosure..., Escrow, Ability to Repay &..., Construction Loans, Home Equity Lines of..., Document Imaging, Bank Secrecy Act, Team Leadership, Federal Home Loan Bank..., Data Conversion, Real Estate Settlement..., Calyx Point, Finance, Management, Microsoft Office
Education
College of Charleston 1994 — 1998
BS, Accounting & Business Admin
Peoples Bank, Mississippi April 2015 - Present
Harbor National Bank November 2005 - February 2015
Wachovia Bank January 2005 - September 2005
Wachovia Bank July 2004 - December 2004
Wachovia Bank October 2001 - June 2004
Skills
Loans, Credit, Commercial Lending, Commercial Banking, Credit Analysis, Banking, Microsoft Excel, Refinance, Consumer Lending, Financial Analysis, Portfolio Management, Customer Service, Mortgage Lending, Small Business Lending, Underwriting, Credit Risk, Loan Origination, Retail Banking, Accounting, Financial Risk, Risk Management, Loan Servicing, SAFE Act, Microsoft Word, FIS Global Products, Flood Disaster..., Truth in Lending Act, Mortgage Disclosure..., Escrow, Ability to Repay &..., Construction Loans, Home Equity Lines of..., Document Imaging, Bank Secrecy Act, Team Leadership, Federal Home Loan Bank..., Data Conversion, Real Estate Settlement..., Calyx Point, Finance, Management, Microsoft Office
Education
College of Charleston 1994 — 1998
BS, Accounting & Business Admin
Dana Librasunlight's Wachovia Bank Experience April 2007 - Present
Job Credit Analyst at Wachovia Bank
Industry Banking
Experience
Wachovia Bank April 2007 - Present
Wells Fargo Home Mortgage June 2004 - February 2007
Education
College of Charleston 1999 — 2002
Wachovia Bank April 2007 - Present
Wells Fargo Home Mortgage June 2004 - February 2007
Education
College of Charleston 1999 — 2002
Dave Rehage's Wachovia Bank Experience 2006 - 2008
Job Banking Professional
Industry Banking
Experience
Premier Members Federal Credit Union June 2011 - Present
Wachovia Bank 2006 - 2008
Wachovia 2006 - 2008
World Savings 1986 - 2008
Skills
Loans, Mortgage Lending, Mortgage Banking, Credit, Banking, Customer Service, Retail Banking, Loan Origination, FHA, Real Estate
Education
Colorado State University 1979 — 1983
Bachelors, Business Adminstration
Premier Members Federal Credit Union June 2011 - Present
Wachovia Bank 2006 - 2008
Wachovia 2006 - 2008
World Savings 1986 - 2008
Skills
Loans, Mortgage Lending, Mortgage Banking, Credit, Banking, Customer Service, Retail Banking, Loan Origination, FHA, Real Estate
Education
Colorado State University 1979 — 1983
Bachelors, Business Adminstration
Nakia Alexander's Wachovia Bank Experience 2000 - 2001
Job Special Agent
Industry Law Enforcement
Experience
Defense Criminal Investigative Service July 2001 - Present
Wachovia Bank 2000 - 2001
Education
University of South Carolina-Columbia 1997 — 1999
Master of Criminal Justice, Criminal Justice Administration, Statistics, Criminology, Master's Dissertation on Community Policin
Converse College 1993 — 1997
Bachelor of Arts, Sociology, English, Music
Defense Criminal Investigative Service July 2001 - Present
Wachovia Bank 2000 - 2001
Education
University of South Carolina-Columbia 1997 — 1999
Master of Criminal Justice, Criminal Justice Administration, Statistics, Criminology, Master's Dissertation on Community Policin
Converse College 1993 — 1997
Bachelor of Arts, Sociology, English, Music
Denine Richards's Wachovia Bank Experience December 2008 - September 2010
Job Recruiter at Assistance in Marketing
Industry Market Research
Experience
Younique Products February 2014 - Present
Assistance in Marketing March 2010 - Present
Tastefully Simple February 2008 - Present
Wachovia Bank December 2008 - September 2010
Tiffany & Co. May 2007 - October 2008
Tiffany & Co. November 2005 - May 2007
Tiffany & Co. May 2003 - November 2005
Tiffany & Co. November 2000 - May 2003
United States Golf Association January 1998 - January 2000
Skills
Forecasting, Retail, JD Edwards
Education
College of Saint Elizabeth 1992 — 1995
Bachelor of Science, Business Administration; Accounting
Younique Products February 2014 - Present
Assistance in Marketing March 2010 - Present
Tastefully Simple February 2008 - Present
Wachovia Bank December 2008 - September 2010
Tiffany & Co. May 2007 - October 2008
Tiffany & Co. November 2005 - May 2007
Tiffany & Co. May 2003 - November 2005
Tiffany & Co. November 2000 - May 2003
United States Golf Association January 1998 - January 2000
Skills
Forecasting, Retail, JD Edwards
Education
College of Saint Elizabeth 1992 — 1995
Bachelor of Science, Business Administration; Accounting
Ronald McCoy's Wachovia Bank Experience June 2005 - August 2007
Job Group Leader at Target
Industry Logistics and Supply Chain
Experience
Target January 2009 - Present
Clemson University August 2007 - December 2008
Target May 2008 - August 2008
Wachovia Bank June 2005 - August 2007
Education
Clemson University - College of Business and Behavioral Science 2007 — 2008
MBA, Supply Chain and Logistics, Real Estate
Clemson University 2001 — 2005
BS, Finance and Accounting
Target January 2009 - Present
Clemson University August 2007 - December 2008
Target May 2008 - August 2008
Wachovia Bank June 2005 - August 2007
Education
Clemson University - College of Business and Behavioral Science 2007 — 2008
MBA, Supply Chain and Logistics, Real Estate
Clemson University 2001 — 2005
BS, Finance and Accounting
Joseph Burick's Wachovia Bank Experience January 2006 - April 2007
Job Senior Information Security Analyst at Amdocs
Industry Information Technology and Services
Experience
Amdocs May 2007 - Present
Wachovia Bank January 2006 - April 2007
Wachovia Bank October 2003 - September 2004
Education
Colorado Technical University 2005 — 2006
Master of Science, Managment of Information Systems Security
High Point University 2001 — 2002
Bachelor of Science, Computer Information Systems Development
High Point University 1994 — 1998
Bachelor of Science, Sports Management
Amdocs May 2007 - Present
Wachovia Bank January 2006 - April 2007
Wachovia Bank October 2003 - September 2004
Education
Colorado Technical University 2005 — 2006
Master of Science, Managment of Information Systems Security
High Point University 2001 — 2002
Bachelor of Science, Computer Information Systems Development
High Point University 1994 — 1998
Bachelor of Science, Sports Management
Rich Willis's Wachovia Bank Experience August 2006 - April 2009
Job Senior Consultant at Carlisle & Gallagher Consulting Group, Inc.
Industry Financial Services
Experience
Carlisle & Gallagher Consulting Group, Inc. September 2015 - Present
DARTON GROUP Consulting January 2015 - September 2015
SunTrust Bank August 2013 - November 2014
Ally Financial Inc. July 2012 - July 2013
Duke Energy Corporation May 2010 - June 2012
Wachovia Bank August 2006 - April 2009
MBNA 2005 - 2006
MBNA America Bank 1998 - 2005
MBNA America Bank 1994 - 1998
Skills
Fair Lending Essentials, Microsoft Excel, Pivot Tables, PowerPoint, Microsoft Word, Microsoft SQL Server, Microsoft Exchange, Hyperion Financial..., SAS, Access, Microsoft Office..., Credit Risk, Risk Management, Operational Risk..., Project Management, Project Risk, Credit Cards, Operations Management, Sarbanes-Oxley Act, Operational Risk, Business Analysis, Strategic Planning, Regulatory Requirements, Collection Strategy, Mortgage Banking, Mortgage Compliance, Compliance Testing, Smart Grid, AMI, credit, Process Improvement, Strategy, Budgets, Credit, Leadership, Call Centers, Banking, Analysis, Portfolio Management, Forecasting, Financial Risk
Education
Cleveland State University 1987 — 1992
Bachelor's degree, Business/Corporate Communications
Carlisle & Gallagher Consulting Group, Inc. September 2015 - Present
DARTON GROUP Consulting January 2015 - September 2015
SunTrust Bank August 2013 - November 2014
Ally Financial Inc. July 2012 - July 2013
Duke Energy Corporation May 2010 - June 2012
Wachovia Bank August 2006 - April 2009
MBNA 2005 - 2006
MBNA America Bank 1998 - 2005
MBNA America Bank 1994 - 1998
Skills
Fair Lending Essentials, Microsoft Excel, Pivot Tables, PowerPoint, Microsoft Word, Microsoft SQL Server, Microsoft Exchange, Hyperion Financial..., SAS, Access, Microsoft Office..., Credit Risk, Risk Management, Operational Risk..., Project Management, Project Risk, Credit Cards, Operations Management, Sarbanes-Oxley Act, Operational Risk, Business Analysis, Strategic Planning, Regulatory Requirements, Collection Strategy, Mortgage Banking, Mortgage Compliance, Compliance Testing, Smart Grid, AMI, credit, Process Improvement, Strategy, Budgets, Credit, Leadership, Call Centers, Banking, Analysis, Portfolio Management, Forecasting, Financial Risk
Education
Cleveland State University 1987 — 1992
Bachelor's degree, Business/Corporate Communications
Darci Morris's Wachovia Bank Experience September 2003 - December 2008
Job Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2012 - Present
Wells Fargo Bank January 2009 - June 2012
Wachovia Bank September 2003 - December 2008
Bank of America July 2000 - September 2003
Skills
Commercial Lending, Loans, Contract Negotiation, Credit, Real Estate Economics, Asset Management, Credit Analysis, Real Estate Transactions, Banking, Finance, Financial Modeling, Commercial Banking, Leadership, Mortgage Lending, Small Business Lending, Valuation, Business Development, Strategic Planning, Portfolio Management, Investments, Mergers & Acquisitions, Investment Properties, Loan Origination, Due Diligence, Real Estate, Real Estate Development, Financial Analysis, Underwriting, Commercial Real Estate, Risk Management
Education
Ithaca College 1995 — 1997
Bachelor of Science, Business Management
Corning Community College 1993 — 1995
Wells Fargo June 2012 - Present
Wells Fargo Bank January 2009 - June 2012
Wachovia Bank September 2003 - December 2008
Bank of America July 2000 - September 2003
Skills
Commercial Lending, Loans, Contract Negotiation, Credit, Real Estate Economics, Asset Management, Credit Analysis, Real Estate Transactions, Banking, Finance, Financial Modeling, Commercial Banking, Leadership, Mortgage Lending, Small Business Lending, Valuation, Business Development, Strategic Planning, Portfolio Management, Investments, Mergers & Acquisitions, Investment Properties, Loan Origination, Due Diligence, Real Estate, Real Estate Development, Financial Analysis, Underwriting, Commercial Real Estate, Risk Management
Education
Ithaca College 1995 — 1997
Bachelor of Science, Business Management
Corning Community College 1993 — 1995
Tony Sinclair's Wachovia Bank Experience February 1981 - December 2002
Job TD Bank, NA; Treasury Management Regional Sales Manager
Industry Banking
Experience
TD Bank Group June 2011 - Present
The South Financial Group 2002 - June 2011
Wachovia Bank February 1981 - December 2002
Skills
Cash Management, Banking, Treasury Management, Commercial Banking, Commercial Lending, Credit Risk, Credit, Small Business Lending, Underwriting, Portfolio Management, Retail Banking, Financial Analysis, Payments, Mortgage Lending, Loans, Credit Analysis, Consumer Lending, Treasury, Cross Selling, Relationship Management, Internet Banking, Financial Risk, Financial Services
Education
LSU School of Banking of the South 1986 — 1988
Clemson University 1974 — 1978
Bachelor of Science, Administrative Management
TD Bank Group June 2011 - Present
The South Financial Group 2002 - June 2011
Wachovia Bank February 1981 - December 2002
Skills
Cash Management, Banking, Treasury Management, Commercial Banking, Commercial Lending, Credit Risk, Credit, Small Business Lending, Underwriting, Portfolio Management, Retail Banking, Financial Analysis, Payments, Mortgage Lending, Loans, Credit Analysis, Consumer Lending, Treasury, Cross Selling, Relationship Management, Internet Banking, Financial Risk, Financial Services
Education
LSU School of Banking of the South 1986 — 1988
Clemson University 1974 — 1978
Bachelor of Science, Administrative Management
Kristen (Hayes) Kosicki's Wachovia Bank Experience March 2003 - February 2006
Job NC Broker / Realtor at Ivester Jackson Distinctive Properties
Industry Real Estate
Experience
Ivester Jackson Distinctive Properties August 2012 - Present
Keller Williams Realty January 2010 - August 2012
Helen Adams Realty March 2006 - February 2008
Wachovia Bank March 2003 - February 2006
Education
College of the Holy Cross 1993 — 1997
Bachelor of Arts (B.A.), Mathematics
Ivester Jackson Distinctive Properties August 2012 - Present
Keller Williams Realty January 2010 - August 2012
Helen Adams Realty March 2006 - February 2008
Wachovia Bank March 2003 - February 2006
Education
College of the Holy Cross 1993 — 1997
Bachelor of Arts (B.A.), Mathematics
Donna Milne's Wachovia Bank Experience July 1996 - July 2008
Job Vice President at Wachovia Bank
Industry Banking
Experience
Not Employed July 2008 - Present
Wachovia Bank July 1996 - July 2008
People's Bank 1984 - 1992
Connecticut Bank and Trust June 1973 - December 1983
Education
Connecticut College 1969 — 1973
Not Employed July 2008 - Present
Wachovia Bank July 1996 - July 2008
People's Bank 1984 - 1992
Connecticut Bank and Trust June 1973 - December 1983
Education
Connecticut College 1969 — 1973
Marcia Coleman's Wachovia Bank Experience
Job Decisioner/Underwriter at Wachovia Bank
Industry Banking
Experience
Wachovia Bank
Education
Columbia College (SC)
Wachovia Bank
Education
Columbia College (SC)
Aaron Barthel's Wachovia Bank Experience September 2003 - September 2005
Job Territory Manager at CR Bard
Industry Medical Devices
Experience
Bard Peripheral Vascular December 2008 - Present
Medical Action Ind September 2006 - December 2008
Wachovia Bank September 2003 - September 2005
Education
Clemson University - College of Business and Behavioral Science 1999 — 2003
Finance, Investments
Bard Peripheral Vascular December 2008 - Present
Medical Action Ind September 2006 - December 2008
Wachovia Bank September 2003 - September 2005
Education
Clemson University - College of Business and Behavioral Science 1999 — 2003
Finance, Investments
Kevin Slezak's Wachovia Bank Experience September 2001 - February 2008
Job Vice President/Branch Manager
Industry Financial Services
Experience
Regions Financial Corporation September 2014 - Present
SunTrust Bank August 2013 - August 2014
Integrity Financial Services Inc. December 2012 - August 2013
Marshall & Ilsley Bank February 2008 - November 2012
Wachovia Bank September 2001 - February 2008
Skills
Investments, Credit, Wealth Management, Leadership, Small Business Lending, Consumer Lending, Commercial Lending, Loans, Commercial Banking, Banking, Lines Of Credit, Sales, Retail Banking, Financial Services, Insurance, Credit Analysis, Mortgage Lending, Branch Management, Loan Origination, SBA, Investment Properties, Refinance, Cash Management, Real Estate, Branch Banking, Finance, Mortgage Banking
Education
Gibbs High School, St Petersburg FL 1986 — 1990
Community College of the Air Force
Regions Financial Corporation September 2014 - Present
SunTrust Bank August 2013 - August 2014
Integrity Financial Services Inc. December 2012 - August 2013
Marshall & Ilsley Bank February 2008 - November 2012
Wachovia Bank September 2001 - February 2008
Skills
Investments, Credit, Wealth Management, Leadership, Small Business Lending, Consumer Lending, Commercial Lending, Loans, Commercial Banking, Banking, Lines Of Credit, Sales, Retail Banking, Financial Services, Insurance, Credit Analysis, Mortgage Lending, Branch Management, Loan Origination, SBA, Investment Properties, Refinance, Cash Management, Real Estate, Branch Banking, Finance, Mortgage Banking
Education
Gibbs High School, St Petersburg FL 1986 — 1990
Community College of the Air Force
Laura Black's Wachovia Bank Experience January 2004 - December 2007
Job Branch and ATM Strategies, location analysis and signage
Industry Financial Services
Experience
Laura Black Consulting January 2012 - Present
Technisource for Wells Fargo June 2011 - Present
Wachovia Bank January 2004 - December 2007
Susan G. Komen for the Cure 2000 - 2005
Wachovia Bank January 2000 - December 2003
Wachovia May 1996 - December 1999
Wachovia January 1994 - April 1996
First Union National Bank 1992 - 1996
Skills
Cross-functional Team..., Business Planning, Marketing, Networking, Real Estate, Access, Customer Service, Leadership
Education
Clemson University 1976 — 1978
Masters, City and Regional Planning
College of Charleston 1972 — 1976
BA, Political Science
Laura Black Consulting January 2012 - Present
Technisource for Wells Fargo June 2011 - Present
Wachovia Bank January 2004 - December 2007
Susan G. Komen for the Cure 2000 - 2005
Wachovia Bank January 2000 - December 2003
Wachovia May 1996 - December 1999
Wachovia January 1994 - April 1996
First Union National Bank 1992 - 1996
Skills
Cross-functional Team..., Business Planning, Marketing, Networking, Real Estate, Access, Customer Service, Leadership
Education
Clemson University 1976 — 1978
Masters, City and Regional Planning
College of Charleston 1972 — 1976
BA, Political Science
Nedra Morant's Wachovia Bank Experience July 2006 - December 2009
Job Treasury Management Client Services
Industry Banking
Experience
Wells Fargo February 2014 - Present
Wells Fargo July 2012 - February 2014
Wells Fargo December 2009 - July 2012
Wachovia Bank July 2006 - December 2009
Wachovia May 2003 - July 2006
Wachovia October 2000 - May 2003
Skills
Banking, Vendor Management, Time Management, Customer Satisfaction, Project Management, Employee Relations, Customer Service, Human Resources, SharePoint, Coaching, Training, Process Improvement, Visio, Team Building, System Administration, Management, Lotus Notes, Employee Training, Program Management, Microsoft Excel, Strategic Planning, Microsoft Office, Call Center, Access, Customer Experience, Staff Development, Team Leadership, Leadership, Recruiting, Software Documentation, Analysis, Business Analysis, Outlook, Administration, Performance Management, Risk Management, Project Planning, Employee Benefits, Change Management, Budgets, PowerPoint, Call Centers
Education
Colorado Technical University 2006 — 2007
MBA, Human Resources Management
Johnson C. Smith University - JCSU 1993 — 1998
B.A., Elementary Education
Wells Fargo February 2014 - Present
Wells Fargo July 2012 - February 2014
Wells Fargo December 2009 - July 2012
Wachovia Bank July 2006 - December 2009
Wachovia May 2003 - July 2006
Wachovia October 2000 - May 2003
Skills
Banking, Vendor Management, Time Management, Customer Satisfaction, Project Management, Employee Relations, Customer Service, Human Resources, SharePoint, Coaching, Training, Process Improvement, Visio, Team Building, System Administration, Management, Lotus Notes, Employee Training, Program Management, Microsoft Excel, Strategic Planning, Microsoft Office, Call Center, Access, Customer Experience, Staff Development, Team Leadership, Leadership, Recruiting, Software Documentation, Analysis, Business Analysis, Outlook, Administration, Performance Management, Risk Management, Project Planning, Employee Benefits, Change Management, Budgets, PowerPoint, Call Centers
Education
Colorado Technical University 2006 — 2007
MBA, Human Resources Management
Johnson C. Smith University - JCSU 1993 — 1998
B.A., Elementary Education
Cheryl Tappin's Wachovia Bank Experience January 2006 - May 2008
Job Owner, XKlusive Weddings and Events
Industry Events Services
Experience
X-Klusive Weddings & Events March 1988 - Present
Wachovia Bank January 2006 - May 2008
WACHOVIA BANK January 2006 - May 2008
AMERICAN EXPRESS BANK, LTD January 1995 - January 2005
Education
Penn Foster Career School 2008 — 2008
Professional Wedding Consultant
Career Institute of Health and Technology 2004 — 2006
Medical Billing/Coding
Cornell University 1998 — 2000
Business, Industrial and Labor Relations) Business Management
New Horizon Computer School
X-Klusive Weddings & Events March 1988 - Present
Wachovia Bank January 2006 - May 2008
WACHOVIA BANK January 2006 - May 2008
AMERICAN EXPRESS BANK, LTD January 1995 - January 2005
Education
Penn Foster Career School 2008 — 2008
Professional Wedding Consultant
Career Institute of Health and Technology 2004 — 2006
Medical Billing/Coding
Cornell University 1998 — 2000
Business, Industrial and Labor Relations) Business Management
New Horizon Computer School
Carol Rynearson's Wachovia Bank Experience October 2006 - December 2008
Job Application Support Representative at Fiserv
Industry Banking
Experience
Fiserv June 2009 - Present
Wachovia Bank October 2006 - December 2008
World Savings May 2005 - October 2006
World Savings 2003 - 2005
World Savings 1996 - 2003
World Savings 1994 - 1996
World Savings 1988 - 1994
World Savings 1987 - 1988
Education
Colorado Mountain College 1979 — 1981
AA, English, Philosophy, Arts, Music, History
Fiserv June 2009 - Present
Wachovia Bank October 2006 - December 2008
World Savings May 2005 - October 2006
World Savings 2003 - 2005
World Savings 1996 - 2003
World Savings 1994 - 1996
World Savings 1988 - 1994
World Savings 1987 - 1988
Education
Colorado Mountain College 1979 — 1981
AA, English, Philosophy, Arts, Music, History
Russ Carroll's Wachovia Bank Experience August 2002 - September 2008
Job Software Developer
Industry Computer Software
Experience
Randstad Technologies US May 2012 - May 2014
Advantage Technical Resourcing August 2010 - March 2012
Deep Forest Systems November 2008 - July 2009
Wachovia Bank August 2002 - September 2008
Wachovia 2002 - 2008
Skills
SQL Server, Crystal Reports, Lotus Notes, Application Development, Microsoft SQL Server, Software Development, Business Analysis, Requirements Gathering, T-SQL
Education
Clemson University
Randstad Technologies US May 2012 - May 2014
Advantage Technical Resourcing August 2010 - March 2012
Deep Forest Systems November 2008 - July 2009
Wachovia Bank August 2002 - September 2008
Wachovia 2002 - 2008
Skills
SQL Server, Crystal Reports, Lotus Notes, Application Development, Microsoft SQL Server, Software Development, Business Analysis, Requirements Gathering, T-SQL
Education
Clemson University
Paul Petrie's Wachovia Bank Experience 2003 - 2005
Job Sr Technical Analyst at AGDATA,
Industry Information Technology and Services
Experience
AGDATA, January 2014 - Present
AGDATA, July 2010 - January 2014
Wells Fargo December 2000 - July 2010
Wachovia Bank 2003 - 2005
Skills
.NET
Education
ITI - Information Technology Institute 1998 — 1999
Applied Information Technology
Concordia University 1996 — 1997
Diploma, Ecotoxicology
Mount Allison University 1991 — 1995
BS, Biochemistry
AGDATA, January 2014 - Present
AGDATA, July 2010 - January 2014
Wells Fargo December 2000 - July 2010
Wachovia Bank 2003 - 2005
Skills
.NET
Education
ITI - Information Technology Institute 1998 — 1999
Applied Information Technology
Concordia University 1996 — 1997
Diploma, Ecotoxicology
Mount Allison University 1991 — 1995
BS, Biochemistry
Shannon Blinn's Wachovia Bank Experience 2004 - 2008
Job Meeting & Event Planner, Wells Fargo
Industry Banking
Experience
Wells Fargo February 2004 - Present
Wells Fargo 2004 - Present
Wachovia Bank 2004 - 2008
South Carolina Credit Union League 1991 - 2002
Skills
Meeting Planning, Trade Shows, Budgets, Event Planning, Leadership, Event Management, Marketing, Corporate Events, Marketing Communications, Public Relations, Sales, Marketing Strategy, Management, Customer Service, Social Media Marketing, Social Media, Program Management, Hospitality, Banking, Advertising, Strategic Planning
Education
College of Charleston 1986 — 1990
Bachelor of Science (BS), Business Administration and Marketing
Wells Fargo February 2004 - Present
Wells Fargo 2004 - Present
Wachovia Bank 2004 - 2008
South Carolina Credit Union League 1991 - 2002
Skills
Meeting Planning, Trade Shows, Budgets, Event Planning, Leadership, Event Management, Marketing, Corporate Events, Marketing Communications, Public Relations, Sales, Marketing Strategy, Management, Customer Service, Social Media Marketing, Social Media, Program Management, Hospitality, Banking, Advertising, Strategic Planning
Education
College of Charleston 1986 — 1990
Bachelor of Science (BS), Business Administration and Marketing
Jennifer McKeown's Wachovia Bank Experience 1977 - 2008
Job Banking Professional
Industry Banking
Experience
Wachovia BanK 1977 - 2008
Wachovia Corporation 1977 - 2008
Skills
Human Resources, Training, Banking, Personnel Management, Loans, Credit
Education
Converse College 1972 — 1976
Bachelor of Music, Flute Performance
Wachovia BanK 1977 - 2008
Wachovia Corporation 1977 - 2008
Skills
Human Resources, Training, Banking, Personnel Management, Loans, Credit
Education
Converse College 1972 — 1976
Bachelor of Music, Flute Performance
Dalt Ruffin's Wachovia Bank Experience 2000 - 2002
Job Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2009 - Present
Wachovia 2002 - 2009
Wachovia Bank 2000 - 2002
Parks Consulting 1997 - 2000
First Union National Bank 1985 - 1993
Northwestern Bank 1980 - 1985
Education
Cornell University - Johnson Graduate School of Management 1993 — 1995
University of North Carolina at Chapel Hill 1976 — 1980
BS, Business Administration
Wells Fargo 2009 - Present
Wachovia 2002 - 2009
Wachovia Bank 2000 - 2002
Parks Consulting 1997 - 2000
First Union National Bank 1985 - 1993
Northwestern Bank 1980 - 1985
Education
Cornell University - Johnson Graduate School of Management 1993 — 1995
University of North Carolina at Chapel Hill 1976 — 1980
BS, Business Administration
Gerald Gunkel's Wachovia Bank Experience November 2001 - July 2003
Job Business Development / Sales Management
Industry Investment Management
Experience
BB&T August 2010 - June 2011
Colonial Bank March 2009 - August 2010
Regions Bank March 2004 - July 2008
Prudential Financial August 2003 - February 2004
Wachovia Bank November 2001 - July 2003
H&R Block Financial Advisors February 1999 - September 2001
Warren Real Estate of Ithaca 1991 - 1998
Education
Cornell University 1970 — 1973
BS, Communication Arts
BB&T August 2010 - June 2011
Colonial Bank March 2009 - August 2010
Regions Bank March 2004 - July 2008
Prudential Financial August 2003 - February 2004
Wachovia Bank November 2001 - July 2003
H&R Block Financial Advisors February 1999 - September 2001
Warren Real Estate of Ithaca 1991 - 1998
Education
Cornell University 1970 — 1973
BS, Communication Arts
Joy Blakley's Wachovia Bank Experience July 1996 - June 2006
Job Project Manager
Industry Information Technology and Services
Experience
CGI April 2015 - Present
CGI March 2013 - April 2015
BB&T June 2008 - April 2012
Wachovia Bank July 1996 - June 2006
Wachovia, A Wells Fargo Company 1996 - 2006
Wachovia, A Wells Fargo Company 1996 - 2006
Hagemeyer North America (then Cameron & Barkley) July 1993 - June 1996
BlueCross BlueShield of SC May 1990 - June 1992
PMSC September 1987 - May 1990
Skills
DB2, JCL, Business Analysis, Business Requirements, CICS, COBOL, EDI, IBM Mainframe, MVS, Mainframe, Production Support, Programming, Requirements Analysis, Requirements Gathering, SDLC, SQL, SharePoint, TSO, VSAM, Visio, ISPF, z/OS, Software Development, Fileaid, Software Project...
Education
Converse College 1983 — 1987
BA, Math/Computer Science
CGI April 2015 - Present
CGI March 2013 - April 2015
BB&T June 2008 - April 2012
Wachovia Bank July 1996 - June 2006
Wachovia, A Wells Fargo Company 1996 - 2006
Wachovia, A Wells Fargo Company 1996 - 2006
Hagemeyer North America (then Cameron & Barkley) July 1993 - June 1996
BlueCross BlueShield of SC May 1990 - June 1992
PMSC September 1987 - May 1990
Skills
DB2, JCL, Business Analysis, Business Requirements, CICS, COBOL, EDI, IBM Mainframe, MVS, Mainframe, Production Support, Programming, Requirements Analysis, Requirements Gathering, SDLC, SQL, SharePoint, TSO, VSAM, Visio, ISPF, z/OS, Software Development, Fileaid, Software Project...
Education
Converse College 1983 — 1987
BA, Math/Computer Science
Jennifer Craft's Wachovia Bank Experience July 2006 - January 2008
Job Supervisor, Marketplace Operations at BlueCross BlueShield of South Carolina
Industry Insurance
Experience
BlueCross BlueShield of South Carolina August 2013 - Present
BlueCross Blues October 2012 - August 2013
BlueCross BlueShield of SC May 2011 - October 2012
BlueCross BlueShield of South Carolina March 2009 - May 2011
Lemerith, LLC January 2008 - March 2009
Wachovia Bank July 2006 - January 2008
First Community Bank, NA August 1995 - July 2006
First Community Bank 1995 - July 2006
Skills
Risk Management, Employee Benefits, Commercial Lending, Loans, Credit, Commercial Banking, Mortgage Lending, Banking, Underwriting, Financial Analysis, Financial Services, Small Business Lending, Credit Analysis, Bloomberg, Portfolio Management, Strategic Financial..., Finance, Relationship Management, Retail Banking, Health Insurance, Health Care Reform, Microsoft Office, Management, Insurance, Financial Risk, Analysis
Education
Clemson University 1982 — 1988
BS, Economics
Heathwood Hall Episcopal School 1978 — 1982
High School, Headmaster's Diploma
BlueCross BlueShield of South Carolina August 2013 - Present
BlueCross Blues October 2012 - August 2013
BlueCross BlueShield of SC May 2011 - October 2012
BlueCross BlueShield of South Carolina March 2009 - May 2011
Lemerith, LLC January 2008 - March 2009
Wachovia Bank July 2006 - January 2008
First Community Bank, NA August 1995 - July 2006
First Community Bank 1995 - July 2006
Skills
Risk Management, Employee Benefits, Commercial Lending, Loans, Credit, Commercial Banking, Mortgage Lending, Banking, Underwriting, Financial Analysis, Financial Services, Small Business Lending, Credit Analysis, Bloomberg, Portfolio Management, Strategic Financial..., Finance, Relationship Management, Retail Banking, Health Insurance, Health Care Reform, Microsoft Office, Management, Insurance, Financial Risk, Analysis
Education
Clemson University 1982 — 1988
BS, Economics
Heathwood Hall Episcopal School 1978 — 1982
High School, Headmaster's Diploma
Jeff Pitts's Wachovia Bank Experience January 2008 - August 2009
Job Corporate Operations Executive Facilities Management Group at Carolinas Healthcare System
Industry Real Estate
Experience
Carolinas Healthcare System July 2012 - Present
Wells Fargo August 2009 - July 2012
Wachovia Bank January 2008 - August 2009
Wachovia Bank July 2004 - January 2008
Bank of America October 1990 - May 2004
Skills
Corporate Real Estate, Portfolio Management, Real Estate, Property Management, Outsourcing, Real Estate Development, Facilities Management, Due Diligence, Project Management, Construction Management, Leases, Management, Strategic Planning, Real Estate Transactions, Asset Managment, Lease Administration, Real Estate Economics, Contract Negotiation, CRM, Leadership, Vendor Management, PMO, Project Planning, Business Planning, Contract Management, Budgets, Financial Analysis, Mergers & Acquisitions, Commercial Real Estate, Negotiation, Disposition, Risk Management, Property, Finance, Location Intelligence, Construction, Investments, Operations Management, Business Development, Investment Properties, Program Management, Selling, Executive Management
Education
Clemson University 1985 — 1987
Masters of Architecture (MArch), Architetcture
Clemson University 1981 — 1985
Bachelor of Science in Design, Architecture
Carolinas Healthcare System July 2012 - Present
Wells Fargo August 2009 - July 2012
Wachovia Bank January 2008 - August 2009
Wachovia Bank July 2004 - January 2008
Bank of America October 1990 - May 2004
Skills
Corporate Real Estate, Portfolio Management, Real Estate, Property Management, Outsourcing, Real Estate Development, Facilities Management, Due Diligence, Project Management, Construction Management, Leases, Management, Strategic Planning, Real Estate Transactions, Asset Managment, Lease Administration, Real Estate Economics, Contract Negotiation, CRM, Leadership, Vendor Management, PMO, Project Planning, Business Planning, Contract Management, Budgets, Financial Analysis, Mergers & Acquisitions, Commercial Real Estate, Negotiation, Disposition, Risk Management, Property, Finance, Location Intelligence, Construction, Investments, Operations Management, Business Development, Investment Properties, Program Management, Selling, Executive Management
Education
Clemson University 1985 — 1987
Masters of Architecture (MArch), Architetcture
Clemson University 1981 — 1985
Bachelor of Science in Design, Architecture
Donetta McQueen's Wachovia Bank Experience January 1987 - January 1999
Job Executive Assistant at City of Richmond
Industry Higher Education
Experience
Exclusive Staffing June 2014 - Present
Chesterfield County Sheriff's Office October 2005 - February 2013
Office Team October 2004 - October 2005
Impacting Your World Ministries January 2002 - September 2003
Careers Express, Kelly Services, Radian Guaranty January 2000 - January 2003
Temple University January 1999 - January 2000
Wachovia Bank January 1987 - January 1999
Skills
Employee Relations, Word, Administration, Excel, Outlook, Public Relations, Supervisory Skills, Event Management, Government, Leadership Development, Community Outreach, Administrative Support, Office Management, Event Planning, System Administration, Microsoft Word, Administrative..., Research, Microsoft Excel, Training, Management, Administrative..., Policy, Public Speaking, Customer Service, Microsoft Office, Team Building, PowerPoint
Education
ECPI Medical Career Institute 2013 — 2015
Bachelor of Healthcare Administration, Health/Health Care Administration/Management
John Tyler Community College 2007 — 2014
not completed, Business Administration
John Tyler Community College 2007 — 2013
A.A, Business Administration
Community College of Philadelphia 1994 — 1996
A.A, Business Management
South Philadelphia High School 1978 — 1981
High School Diploma, General Education
Exclusive Staffing June 2014 - Present
Chesterfield County Sheriff's Office October 2005 - February 2013
Office Team October 2004 - October 2005
Impacting Your World Ministries January 2002 - September 2003
Careers Express, Kelly Services, Radian Guaranty January 2000 - January 2003
Temple University January 1999 - January 2000
Wachovia Bank January 1987 - January 1999
Skills
Employee Relations, Word, Administration, Excel, Outlook, Public Relations, Supervisory Skills, Event Management, Government, Leadership Development, Community Outreach, Administrative Support, Office Management, Event Planning, System Administration, Microsoft Word, Administrative..., Research, Microsoft Excel, Training, Management, Administrative..., Policy, Public Speaking, Customer Service, Microsoft Office, Team Building, PowerPoint
Education
ECPI Medical Career Institute 2013 — 2015
Bachelor of Healthcare Administration, Health/Health Care Administration/Management
John Tyler Community College 2007 — 2014
not completed, Business Administration
John Tyler Community College 2007 — 2013
A.A, Business Administration
Community College of Philadelphia 1994 — 1996
A.A, Business Management
South Philadelphia High School 1978 — 1981
High School Diploma, General Education
Anya Davis's Wachovia Bank Experience April 1990 - May 2007
Job Customer Service Professional
Industry Banking
Experience
BB&T October 2014 - Present
Bank of Hampton Roads May 2007 - December 2013
Wachovia Bank April 1990 - May 2007
Skills
Loans, New Business Development, Long-term Customer..., Banking, Portfolio Management, Sales, Customer Satisfaction, Customer Service, Relationship Management, Credit, Customer Retention, Finance, Business Development, Commercial Banking, Cross Selling, Cash Management, Customer Experience...
Education
College of the Albemarle
Associate's degree, Business Administration and Management, General
BB&T October 2014 - Present
Bank of Hampton Roads May 2007 - December 2013
Wachovia Bank April 1990 - May 2007
Skills
Loans, New Business Development, Long-term Customer..., Banking, Portfolio Management, Sales, Customer Satisfaction, Customer Service, Relationship Management, Credit, Customer Retention, Finance, Business Development, Commercial Banking, Cross Selling, Cash Management, Customer Experience...
Education
College of the Albemarle
Associate's degree, Business Administration and Management, General
Mathew Guerrero's Wachovia Bank Experience October 2007 - September 2008
Job Financial Controller at Graycon
Industry Accounting
Experience
Graycon Corporation April 2015 - Present
Cargigi February 2011 - Present
Scottrade Online Brokerage December 2006 - Present
FXCM April 2006 - Present
Wachovia Bank October 2007 - September 2008
IndyMac Bank Corp July 2006 - October 2007
Stratus Development, LLC April 2006 - July 2006
Education
4/2010 Concordia University of Irvine
Bachelor degree, Business Administration; Finance
Concordia University Irvine
Graycon Corporation April 2015 - Present
Cargigi February 2011 - Present
Scottrade Online Brokerage December 2006 - Present
FXCM April 2006 - Present
Wachovia Bank October 2007 - September 2008
IndyMac Bank Corp July 2006 - October 2007
Stratus Development, LLC April 2006 - July 2006
Education
4/2010 Concordia University of Irvine
Bachelor degree, Business Administration; Finance
Concordia University Irvine
Kirsten Williams, CFE's Wachovia Bank Experience January 2000 - September 2006
Job Financial Crimes Consultant 2 at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2012 - Present
Wells Fargo & Company September 2006 - July 2012
Wachovia Bank January 2000 - September 2006
Wachovia Bank November 2001 - January 2006
Florida Verification Unit January 2000 - November 2001
Ernst & Young, LLP September 1998 - August 1999
Independence Federal Savings Bank September 1997 - September 1998
US PIRG September 1995 - May 1996
Skills
Banking, AML, Bank Secrecy Act, Operational Risk, Certified Fraud Examiner, Fraud, Check Fraud, Financial Structuring, Money Laundering, Anti Money Laundering, Financial Services, Risk Management
Education
College of Charleston 1992 — 1995
B.S., Psychology
Denison University 1990 — 1992
B.S., Psychology
Wells Fargo July 2012 - Present
Wells Fargo & Company September 2006 - July 2012
Wachovia Bank January 2000 - September 2006
Wachovia Bank November 2001 - January 2006
Florida Verification Unit January 2000 - November 2001
Ernst & Young, LLP September 1998 - August 1999
Independence Federal Savings Bank September 1997 - September 1998
US PIRG September 1995 - May 1996
Skills
Banking, AML, Bank Secrecy Act, Operational Risk, Certified Fraud Examiner, Fraud, Check Fraud, Financial Structuring, Money Laundering, Anti Money Laundering, Financial Services, Risk Management
Education
College of Charleston 1992 — 1995
B.S., Psychology
Denison University 1990 — 1992
B.S., Psychology
Steve Riniker's Wachovia Bank Experience May 2001 - February 2006
Job CFO at Primetime Sports Agents/PSA Waste
Industry Sports
Experience
Primetime Sports Agents/PSA Waste September 2012 - Present
Wells Fargo February 2006 - September 2012
Wachovia Bank May 2001 - February 2006
The Breakers Palm Beach February 1999 - March 2001
Illinois Recycling Services February 1997 - February 1999
Skills
Series 7, 6, 63..., fluent in Spanish, Fixed Annuities, Real Estate, Portfolio Management, Mortgage Lending, Banking, Credit, Investments, Sports Management, Sales, Finance, Financial Services, Strategic Financial..., Financial Advisory, Loans, Relationship Management
Education
Palm Beach Atlantic University 1994 — 1996
BA, International Business and minor in Spanish
College of DuPage 1992 — 1994
Associate, Arts
Primetime Sports Agents/PSA Waste September 2012 - Present
Wells Fargo February 2006 - September 2012
Wachovia Bank May 2001 - February 2006
The Breakers Palm Beach February 1999 - March 2001
Illinois Recycling Services February 1997 - February 1999
Skills
Series 7, 6, 63..., fluent in Spanish, Fixed Annuities, Real Estate, Portfolio Management, Mortgage Lending, Banking, Credit, Investments, Sports Management, Sales, Finance, Financial Services, Strategic Financial..., Financial Advisory, Loans, Relationship Management
Education
Palm Beach Atlantic University 1994 — 1996
BA, International Business and minor in Spanish
College of DuPage 1992 — 1994
Associate, Arts
Diana Narcisse's Wachovia Bank Experience June 2008 - September 2008
Job Senior Operating Office Manager at xtreme chemical co
Industry Consumer Services
Experience
Xtreme Chemical Co. July 2012 - Present
Gateway Pathology November 2010 - December 2012
Insight Global- TheraCom a CVS/Caremark September 2009 - September 2010
Wachovia Bank June 2008 - September 2008
AT&T Mobility December 2005 - May 2007
Xtreme Chemical Company January 2004 - May 2006
Skills
Customer Service, Healthcare, Problem Solving, Mentoring, Customer Relations, Inside Sales, Direct Sales, Outside Sales, Business to Business..., Sales, B2B, Customer Satisfaction, Social Media, Strategic Planning, Sales Operations, Time Management, Team Building, New Business Development, Management, Microsoft Office, Marketing Strategy, Social Networking, Human Resources, Marketing, Selling, CRM, Budgets, Telecommunications, Public Speaking, Wireless Mobility, Program Management, Training, Start-ups, Account Management, Sales Process
Education
Community College of Rhode Island 2009 — 2012
Biology, Cellular biology and human anatomy
University of New Hampshire 2001 — 2001
Physics
Concord Carlisle District High School 1996 — 2001
General Studies
Collin County Community College
Biology, General
Xtreme Chemical Co. July 2012 - Present
Gateway Pathology November 2010 - December 2012
Insight Global- TheraCom a CVS/Caremark September 2009 - September 2010
Wachovia Bank June 2008 - September 2008
AT&T Mobility December 2005 - May 2007
Xtreme Chemical Company January 2004 - May 2006
Skills
Customer Service, Healthcare, Problem Solving, Mentoring, Customer Relations, Inside Sales, Direct Sales, Outside Sales, Business to Business..., Sales, B2B, Customer Satisfaction, Social Media, Strategic Planning, Sales Operations, Time Management, Team Building, New Business Development, Management, Microsoft Office, Marketing Strategy, Social Networking, Human Resources, Marketing, Selling, CRM, Budgets, Telecommunications, Public Speaking, Wireless Mobility, Program Management, Training, Start-ups, Account Management, Sales Process
Education
Community College of Rhode Island 2009 — 2012
Biology, Cellular biology and human anatomy
University of New Hampshire 2001 — 2001
Physics
Concord Carlisle District High School 1996 — 2001
General Studies
Collin County Community College
Biology, General
Tommy Kleekamp's Wachovia Bank Experience 1997 - 1997
Job President & CEO at Kleekamp Insurance Agency, Inc.
Industry Insurance
Experience
Kleekamp Insurance Agency, Inc. Account ManagerMcDonald Insurance Company2008 - 2010
Kleekamp Insurance Agency, Inc. 2007 - 2008
Design Benefit Plans 2005 - 2007
American General Financial Group 2001 - 2005
Independent Funeral Services, Inc. 2000 - 2001
Group Advantage/Insurance Holdings of America 1998 - 2000
Wachovia Bank 1997 - 1997
First Union Insurance Group 1994 - 1997
Kleekamp Insurance Agency, Inc. 1984 - 1994
Education
Columbus State University 1972 — 1974
B.S., Education and History
Manatee Jr. College
Kleekamp Insurance Agency, Inc. Account ManagerMcDonald Insurance Company2008 - 2010
Kleekamp Insurance Agency, Inc. 2007 - 2008
Design Benefit Plans 2005 - 2007
American General Financial Group 2001 - 2005
Independent Funeral Services, Inc. 2000 - 2001
Group Advantage/Insurance Holdings of America 1998 - 2000
Wachovia Bank 1997 - 1997
First Union Insurance Group 1994 - 1997
Kleekamp Insurance Agency, Inc. 1984 - 1994
Education
Columbus State University 1972 — 1974
B.S., Education and History
Manatee Jr. College
Timothy Dasinger's Wachovia Bank Experience May 2006 - April 2008
Job Marketing Representative/MyChoice Individual Health Products
Industry Insurance
Experience
BlueChoice, a subsidiary of Blue Cross Blue Shield of South Carolina May 2012 - Present
The Northwestern Mutual Financial Network March 2010 - July 2011
MassMutual Financial Group April 2009 - March 2010
Morgan Stanley/Smith Barney April 2008 - April 2009
Wachovia Bank May 2006 - April 2008
Enterprise Rent-A-Car November 2004 - May 2006
Skills
Leadership, Insurance, Sales, Marketing, New Business Development, Customer Service, Individual Health..., Health Care Reform, Healthcare Industry, Health Insurance, CRM, Cold Calling, Disability Insurance, Employee Benefits, Life Insurance, Long-term Care, Retirement Planning, Selling, Small Business, Strategic Planning, Term Life Insurance, Training, Management
Education
University of South Carolina-Columbia 1999 — 2003
Bachelor of Arts, Media
College of Charleston 1996 — 1997
BlueChoice, a subsidiary of Blue Cross Blue Shield of South Carolina May 2012 - Present
The Northwestern Mutual Financial Network March 2010 - July 2011
MassMutual Financial Group April 2009 - March 2010
Morgan Stanley/Smith Barney April 2008 - April 2009
Wachovia Bank May 2006 - April 2008
Enterprise Rent-A-Car November 2004 - May 2006
Skills
Leadership, Insurance, Sales, Marketing, New Business Development, Customer Service, Individual Health..., Health Care Reform, Healthcare Industry, Health Insurance, CRM, Cold Calling, Disability Insurance, Employee Benefits, Life Insurance, Long-term Care, Retirement Planning, Selling, Small Business, Strategic Planning, Term Life Insurance, Training, Management
Education
University of South Carolina-Columbia 1999 — 2003
Bachelor of Arts, Media
College of Charleston 1996 — 1997
David Dotson's Wachovia Bank Experience June 2004 - July 2008
Job Executive MBA Student Global Leadership at University of Houston C.T. Bauer College of Business
Industry Financial Services
Experience
National OilWell Varco February 2012 - Present
TPC Group October 2009 - February 2012
Enterprise & TEPPCO (MIdstream & Natural Gas) September 2008 - July 2009
Wachovia Bank June 2004 - July 2008
Skills
Analysis, ERP, Team Leadership, Business Analysis, SAP, Finance, Hyperion Enterprise, SharePoint, Forecasting, CRM, Cross-functional Team..., Data Analysis, Hyperion, Financial Analysis, Budgets, Management, Risk Management, Strategic Planning, Leadership, Accounting
Education
University of Houston, C.T. Bauer College of Business 2014 — 2016
Executive MBA, Global Leadership & Energy, 3.7 GPA
Shaw University
Bachelor Of Science, Business Administration
Community College of Philadelphia
Associate Of Art, Business Management
National OilWell Varco February 2012 - Present
TPC Group October 2009 - February 2012
Enterprise & TEPPCO (MIdstream & Natural Gas) September 2008 - July 2009
Wachovia Bank June 2004 - July 2008
Skills
Analysis, ERP, Team Leadership, Business Analysis, SAP, Finance, Hyperion Enterprise, SharePoint, Forecasting, CRM, Cross-functional Team..., Data Analysis, Hyperion, Financial Analysis, Budgets, Management, Risk Management, Strategic Planning, Leadership, Accounting
Education
University of Houston, C.T. Bauer College of Business 2014 — 2016
Executive MBA, Global Leadership & Energy, 3.7 GPA
Shaw University
Bachelor Of Science, Business Administration
Community College of Philadelphia
Associate Of Art, Business Management
Betty LeFebvre's Wachovia Bank Experience 1980 - 2006
Job Stay at home Mom
Industry Individual & Family Services
Experience
Home July 2014 - Present
Dick's Pools, LLC May 2010 - July 2014
United States Postal Service May 2008 - June 2010
Food Lion, LLC May 2008 - May 2010
Wachovia Bank 1980 - 2006
Skills
Microsoft Excel, QuickBooks, Microsoft Word, Microsoft Office, Software Documentation, Process Improvement, Outlook, Data Analysis, Business Analysis, Leadership, MS Project, AS400 system, Tandem system, WorkKeys Assessment, Customer Service, Training, Data Entry, Time Management, Teamwork
Education
Community College of Philadelphia 1982 — 1983
Business
George Washington High School 1977 — 1980
High School, Business/Office Automation/Technology/Data Entry, 4.0
Home July 2014 - Present
Dick's Pools, LLC May 2010 - July 2014
United States Postal Service May 2008 - June 2010
Food Lion, LLC May 2008 - May 2010
Wachovia Bank 1980 - 2006
Skills
Microsoft Excel, QuickBooks, Microsoft Word, Microsoft Office, Software Documentation, Process Improvement, Outlook, Data Analysis, Business Analysis, Leadership, MS Project, AS400 system, Tandem system, WorkKeys Assessment, Customer Service, Training, Data Entry, Time Management, Teamwork
Education
Community College of Philadelphia 1982 — 1983
Business
George Washington High School 1977 — 1980
High School, Business/Office Automation/Technology/Data Entry, 4.0
Ray Friend's Wachovia Bank Experience November 2004 - April 2010
Job Senior Relationship Manager at Citizens Bank
Industry Banking
Experience
Citizens Bank March 2014 - Present
Bank of America February 2012 - March 2014
Susquehanna Bank April 2010 - February 2012
Wachovia Bank November 2004 - April 2010
Skills
Small Business Lending, Credit, Commercial Mortgages, Commercial Banking, Credit Analysis, Banking, Underwriting, Loans, Portfolio Management, Strategic Planning, Mortgage Lending, Consumer Lending, Commercial Lending, Retail Banking, Loan Origination, Strategic Financial..., Management, SBA, Credit Risk, Mortgage Banking, Cash Management, Financial Services, Cross Selling, Customer Service
Education
College for Financial Planning 1997 — 1999
Certificate, Financial Planning
Penn State University 1981 — 1985
B.S., Management
Citizens Bank March 2014 - Present
Bank of America February 2012 - March 2014
Susquehanna Bank April 2010 - February 2012
Wachovia Bank November 2004 - April 2010
Skills
Small Business Lending, Credit, Commercial Mortgages, Commercial Banking, Credit Analysis, Banking, Underwriting, Loans, Portfolio Management, Strategic Planning, Mortgage Lending, Consumer Lending, Commercial Lending, Retail Banking, Loan Origination, Strategic Financial..., Management, SBA, Credit Risk, Mortgage Banking, Cash Management, Financial Services, Cross Selling, Customer Service
Education
College for Financial Planning 1997 — 1999
Certificate, Financial Planning
Penn State University 1981 — 1985
B.S., Management
Ramon A. Vicioso's Wachovia Bank Experience January 2000 - September 2004
Job SQL Server Database Administration II at HealthCore, Inc.
Industry Utilities
Experience
HealthCore, Inc. a WellPoint, Inc. Company April 2013 - Present
NuCitrus Technologies January 2012 - April 2013
TuSource Independent Consulting 2012 - 2013
Consulting at Endo Pharmaceutical with Aero Solutions July 2011 - December 2011
Grid One Solutions September 2004 - December 2011
Grid One Solutions 2004 - December 2011
Wachovia Bank January 2000 - September 2004
Skills
Software Development, Software Project..., Mobile Applications, Web Development, PHP / MySQL Development, SQL Server Developer, BI Developer, SQL Server Integration..., Database Administration, Stored Procedures, System Administration, Network Administration, Java / JavaScript, Linux, Oracle SQL, Microsoft Certified..., SSRS, Databases, Business Intelligence, SQL, PHP, JavaScript, Windows CE, Troubleshooting, SSIS, DTS, Microsoft SQL Server, Java, Analysis, Smart Metering
Education
Drexel University 2003 — 2010
BSIS, Information Science Technology
Drexel University 2003 — 2010
Minor: Business Administration
Community College of Philadelphia 1998 — 2000
A.A.S., Associate in Applied Computer Science Degree
HealthCore, Inc. a WellPoint, Inc. Company April 2013 - Present
NuCitrus Technologies January 2012 - April 2013
TuSource Independent Consulting 2012 - 2013
Consulting at Endo Pharmaceutical with Aero Solutions July 2011 - December 2011
Grid One Solutions September 2004 - December 2011
Grid One Solutions 2004 - December 2011
Wachovia Bank January 2000 - September 2004
Skills
Software Development, Software Project..., Mobile Applications, Web Development, PHP / MySQL Development, SQL Server Developer, BI Developer, SQL Server Integration..., Database Administration, Stored Procedures, System Administration, Network Administration, Java / JavaScript, Linux, Oracle SQL, Microsoft Certified..., SSRS, Databases, Business Intelligence, SQL, PHP, JavaScript, Windows CE, Troubleshooting, SSIS, DTS, Microsoft SQL Server, Java, Analysis, Smart Metering
Education
Drexel University 2003 — 2010
BSIS, Information Science Technology
Drexel University 2003 — 2010
Minor: Business Administration
Community College of Philadelphia 1998 — 2000
A.A.S., Associate in Applied Computer Science Degree
Ryan Pizagno's Wachovia Bank Experience June 2004 - August 2006
Job Pharmaceutical Sales Specialist at AstraZeneca
Industry Pharmaceuticals
Experience
AstraZeneca March 2007 - Present
AstraZeneca December 2014 - April 2015
Verizon Wireless September 2006 - March 2007
Wachovia Bank June 2004 - August 2006
Margate City Beach Patrol June 1995 - September 2003
Skills
Respiratory Products, Gastroenterology, Central Nervous System, Product Launch, Managed Care, Healthcare, Pharmaceutical Sales, Psychiatry, Strategic Planning
Education
Clemson University - College of Business and Behavioral Science 1999 — 2003
BS, Management
AstraZeneca March 2007 - Present
AstraZeneca December 2014 - April 2015
Verizon Wireless September 2006 - March 2007
Wachovia Bank June 2004 - August 2006
Margate City Beach Patrol June 1995 - September 2003
Skills
Respiratory Products, Gastroenterology, Central Nervous System, Product Launch, Managed Care, Healthcare, Pharmaceutical Sales, Psychiatry, Strategic Planning
Education
Clemson University - College of Business and Behavioral Science 1999 — 2003
BS, Management
Brian Blackburn's Wachovia Bank Experience January 1996 - November 2000
Job First Vice President Investments
Industry Investment Management
Experience
UBS Financial Services November 2000 - Present
UBS 2000 - Present
Wachovia Bank January 1996 - November 2000
Hughes Boan & Assoc. January 1995 - January 1996
Education
Clemson University - College of Business and Behavioral Science
Bachelor's degree, Finance and Financial Management Services
UBS Financial Services November 2000 - Present
UBS 2000 - Present
Wachovia Bank January 1996 - November 2000
Hughes Boan & Assoc. January 1995 - January 1996
Education
Clemson University - College of Business and Behavioral Science
Bachelor's degree, Finance and Financial Management Services
Eloise (Eloise Nelson) Johnson's Wachovia Bank Experience August 2002 - September 2010
Job Operational Risk Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank September 2010 - Present
Wachovia Bank August 2002 - September 2010
Education
University of St. Thomas 1984 — 1987
Master of Business Administration (M.B.A.)
Concordia College 1973 — 1978
Bachelor's Degree, Accounting and Business/Management
Wells Fargo Bank September 2010 - Present
Wachovia Bank August 2002 - September 2010
Education
University of St. Thomas 1984 — 1987
Master of Business Administration (M.B.A.)
Concordia College 1973 — 1978
Bachelor's Degree, Accounting and Business/Management
Amanda (Ingraham) Cook's Wachovia Bank Experience 2002 - 2008
Job Account Executive at Elavon for SC/NC
Industry Financial Services
Spring Webb's Wachovia Bank Experience February 2009 - March 2010
Job Risk, Compliance and Financial Services Consultant
Industry Financial Services
Experience
Promontory Financial Group, LLC November 2011 - January 2013
Bazilio Cobb Associates March 2011 - June 2011
Wells Fargo Home Mortgage July 2010 - March 2011
Wachovia Bank February 2009 - March 2010
Bainesbridge Consulting 2010 - 2010
Skills
Loans, User Acceptance Testing, Credit, Test Planning, Banking, Mortgage Lending, Quality Assurance, Mortgage Banking, System Testing, Quality Center, Credit Analysis, Financial Services, Mortgage Underwriting, Mortgage Servicing, Underwriting, Management, Loan Origination
Education
Concordia University-Wisconsin
Promontory Financial Group, LLC November 2011 - January 2013
Bazilio Cobb Associates March 2011 - June 2011
Wells Fargo Home Mortgage July 2010 - March 2011
Wachovia Bank February 2009 - March 2010
Bainesbridge Consulting 2010 - 2010
Skills
Loans, User Acceptance Testing, Credit, Test Planning, Banking, Mortgage Lending, Quality Assurance, Mortgage Banking, System Testing, Quality Center, Credit Analysis, Financial Services, Mortgage Underwriting, Mortgage Servicing, Underwriting, Management, Loan Origination
Education
Concordia University-Wisconsin
Diane Tippens's Wachovia Bank Experience September 1978 - June 2007
Job CSR at Community & Southern Bank
Industry Banking
Experience
Community & Southern Bank August 2007 - Present
Wachovia Bank September 1978 - June 2007
Skills
Banking, Deposits, Credit, Retail Banking, Loans, Consumer Lending, Cross Selling, Credit Analysis, Lines Of Credit, Customer Experience
Education
Cornell University 1975 — 1976
Certificate of Study, Accounting
Therrell High School
Community & Southern Bank August 2007 - Present
Wachovia Bank September 1978 - June 2007
Skills
Banking, Deposits, Credit, Retail Banking, Loans, Consumer Lending, Cross Selling, Credit Analysis, Lines Of Credit, Customer Experience
Education
Cornell University 1975 — 1976
Certificate of Study, Accounting
Therrell High School
Kristin (Markussen) Karcher's Wachovia Bank Experience 1999 - 2004
Job
Industry Banking
Experience
Wachovia Bank 1999 - 2004
Boston Private Bank 1998 - 1999
Chaston Associates, Inc. 1997 - 1998
National Bank of Alaska 1993 - 1997
Skills
Loans, Banking
Education
Cornell University 1991 — 1993
Master of Science (M.S.), Agricultural Economics
Cornell University 1987 — 1991
Bachelor of Arts (B.A.), Economics, Magna cum Laude and With Distinction in All Subjects
Patch High School
Wachovia Bank 1999 - 2004
Boston Private Bank 1998 - 1999
Chaston Associates, Inc. 1997 - 1998
National Bank of Alaska 1993 - 1997
Skills
Loans, Banking
Education
Cornell University 1991 — 1993
Master of Science (M.S.), Agricultural Economics
Cornell University 1987 — 1991
Bachelor of Arts (B.A.), Economics, Magna cum Laude and With Distinction in All Subjects
Patch High School
Ella Parks's Wachovia Bank Experience October 1989 - December 2007
Job Student at Colorado Technical University
Industry Health, Wellness and Fitness
Experience
Wachovia Bank October 1989 - December 2007
Education
Colorado Technical University 2011 — 2013
Wachovia Bank October 1989 - December 2007
Education
Colorado Technical University 2011 — 2013
Nakisha McKnight's Wachovia Bank Experience June 2000 - February 2001
Job Administrative Assistant at Florence School District Three
Industry Education Management
Experience
Lake City High School August 2005 - Present
Wachovia Bank June 2000 - February 2001
Florence Toyota March 1998 - June 2000
Skills
Microsoft Word, Customer Service, PowerPoint, Microsoft Office
Education
Coker College 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Lake City High School 1989 — 1992
Diploma
Lake City High School August 2005 - Present
Wachovia Bank June 2000 - February 2001
Florence Toyota March 1998 - June 2000
Skills
Microsoft Word, Customer Service, PowerPoint, Microsoft Office
Education
Coker College 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Lake City High School 1989 — 1992
Diploma
Daryl Curtis's Wachovia Bank Experience July 2005 - August 2007
Job Project Manager at Duke Energy
Industry Utilities
Experience
Duke Energy May 2012 - Present
Consultant for Wells Fargo Bank March 2010 - May 2012
Consultant for TIAA-CREF January 2009 - March 2010
Consultant for Wachovia Bank April 2008 - December 2008
Consultant for TIAA-CREF August 2007 - April 2008
Wachovia Bank July 2005 - August 2007
Consultant for Wachovia Bank January 2005 - June 2005
Motley Rice August 1998 - December 2004
Skills
Business Analysis, SDLC, Project Management, Networking, Mobile Devices, Leadership, Energy, E-commerce, Databases, Integration, Business Process..., Requirements Analysis, IT Strategy, Vendor Management, Program Management, Management, Process Improvement
Education
Harvard University 2013 — 2017
Master of Liberal Arts, Sustainability
College of Charleston 1996 — 2001
Bachelor of Arts (B.A.), Philosophy
College of Charleston 1996 — 2001
Bachelor of Arts (B.A.), Political Science
Duke Energy May 2012 - Present
Consultant for Wells Fargo Bank March 2010 - May 2012
Consultant for TIAA-CREF January 2009 - March 2010
Consultant for Wachovia Bank April 2008 - December 2008
Consultant for TIAA-CREF August 2007 - April 2008
Wachovia Bank July 2005 - August 2007
Consultant for Wachovia Bank January 2005 - June 2005
Motley Rice August 1998 - December 2004
Skills
Business Analysis, SDLC, Project Management, Networking, Mobile Devices, Leadership, Energy, E-commerce, Databases, Integration, Business Process..., Requirements Analysis, IT Strategy, Vendor Management, Program Management, Management, Process Improvement
Education
Harvard University 2013 — 2017
Master of Liberal Arts, Sustainability
College of Charleston 1996 — 2001
Bachelor of Arts (B.A.), Philosophy
College of Charleston 1996 — 2001
Bachelor of Arts (B.A.), Political Science
Chantal Hendricks's Wachovia Bank Experience March 2008 - May 2009
Job Branch Manager Citizen's Bank
Industry Banking
Experience
Each one Teach one November 2013 - September 2014
Rising Stars CCLC May 2009 - November 2013
Wachovia bank March 2008 - May 2009
Skills
Operations Management, Product Management, Customer Relations, Leadership, Training, Team Building, Coaching, Strategic Planning, Budgets, Management, Team Leadership, Program Management, Marketing, Sales, Process Improvement, Project Management, Public Relations, Customer Satisfaction
Education
Community College of Philadelphia 2011 — 2013
Associate's Degree, Early Childhood Education and Teaching, 3.9
Each one Teach one November 2013 - September 2014
Rising Stars CCLC May 2009 - November 2013
Wachovia bank March 2008 - May 2009
Skills
Operations Management, Product Management, Customer Relations, Leadership, Training, Team Building, Coaching, Strategic Planning, Budgets, Management, Team Leadership, Program Management, Marketing, Sales, Process Improvement, Project Management, Public Relations, Customer Satisfaction
Education
Community College of Philadelphia 2011 — 2013
Associate's Degree, Early Childhood Education and Teaching, 3.9
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.