Wachovia Bank & Trust
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Wachovia Bank & Trust Employees
Employee
Years
Job
Industry
Scott Thompson, CSRP Scott Thompson, CSRP's Wachovia Bank & Trust Experience January 1986 - June 1992
Job Managing Principal at Bridge Business Consultants www.bridgebusinessconsultants.com
Industry Financial Services
Experience
Bridge Business Consultants, LLC January 2015 - Present
Thompson Wealth Advisors June 1998 - Present
IBSP, GMG 2014 - 2015
Bank of Iredell June 1992 - May 1994
Wachovia Bank & Trust January 1986 - June 1992
Skills
Consultant to CPAs, Consultant to Tax..., Tax Mitigation, Corporate Lending, Venture Capital, Wealth Preservation..., Business Exit Planning, Retirement Plan..., 401k/Pension Consulting, Fee Based Financial..., Wealth Accumulation..., Registered Investment..., Cash Balance Plans, Multi-generational..., Financial Planning for..., Wealth Management, Investment Counseling, Business Succession..., Wealth Transfer, Charitable Gift Planning, Cash Flow Planning, Wealth Protection..., Asset Management, Certified Divorce..., Financial Advisory, Small Business, Strategic Financial..., Cost Segregation, Property Tax Reduction, R&D Tax Credit Study, Business Brokerage, Business Valuation, Hiring Incentives, Workers Comp Audit, Waste Disposal &...
Education
East Carolina University - College of Business 1981 — 1985
Bachelor of Science, Business Administration, Management and Operations
West Forsyth High School 1978 — 1980
Bridge Business Consultants, LLC January 2015 - Present
Thompson Wealth Advisors June 1998 - Present
IBSP, GMG 2014 - 2015
Bank of Iredell June 1992 - May 1994
Wachovia Bank & Trust January 1986 - June 1992
Skills
Consultant to CPAs, Consultant to Tax..., Tax Mitigation, Corporate Lending, Venture Capital, Wealth Preservation..., Business Exit Planning, Retirement Plan..., 401k/Pension Consulting, Fee Based Financial..., Wealth Accumulation..., Registered Investment..., Cash Balance Plans, Multi-generational..., Financial Planning for..., Wealth Management, Investment Counseling, Business Succession..., Wealth Transfer, Charitable Gift Planning, Cash Flow Planning, Wealth Protection..., Asset Management, Certified Divorce..., Financial Advisory, Small Business, Strategic Financial..., Cost Segregation, Property Tax Reduction, R&D Tax Credit Study, Business Brokerage, Business Valuation, Hiring Incentives, Workers Comp Audit, Waste Disposal &...
Education
East Carolina University - College of Business 1981 — 1985
Bachelor of Science, Business Administration, Management and Operations
West Forsyth High School 1978 — 1980
Goldie England Goldie England's Wachovia Bank & Trust Experience 1997 - 1999
Job Executive Assistant at Bank of America Merchant Services
Industry Financial Services
Experience
Bank of America Merchant Services October 2010 - Present
Symcor, LP December 1998 - October 2010
Wachovia Bank & Trust 1997 - 1999
Skills
Team Building, Strategic Planning, Lotus Notes, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Oracle Applications, Office Management, Office Administration, Data Entry, Sales, Human Resources, Employee Relations, Operations Management, Visio, Customer Service, Access, Software Documentation, Process Improvement, Management, PeopleSoft, Recruiting, System Administration, Process Scheduler, Leadership, Business Analysis, Team Leadership
Education
Central Piedmont Community College 1993 — 1995
Diploma, General Office Occupations and Clerical Services
Myers Park High School 1990 — 1993
Diploma, General Studies
Bank of America Merchant Services October 2010 - Present
Symcor, LP December 1998 - October 2010
Wachovia Bank & Trust 1997 - 1999
Skills
Team Building, Strategic Planning, Lotus Notes, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Oracle Applications, Office Management, Office Administration, Data Entry, Sales, Human Resources, Employee Relations, Operations Management, Visio, Customer Service, Access, Software Documentation, Process Improvement, Management, PeopleSoft, Recruiting, System Administration, Process Scheduler, Leadership, Business Analysis, Team Leadership
Education
Central Piedmont Community College 1993 — 1995
Diploma, General Office Occupations and Clerical Services
Myers Park High School 1990 — 1993
Diploma, General Studies
Fara Gobaud Fara Gobaud's Wachovia Bank & Trust Experience May 1983 - August 1988
Job Bookkeeper at Independent
Industry Investment Management
Experience
OMSD May 2008 - Present
Beck Trust October 2005 - Present
Wells Fargo Bank November 1988 - December 1990
Wachovia Bank & Trust May 1983 - August 1988
Skills
Simply Accounting, Bookkeeping, Teaching, Analysis, PowerPoint, Public Speaking, Financial Analysis, Budgets, Customer Service, Research, Microsoft Office, Year End Accounts, Leadership, Small Business, Data Entry, Social Media, Microsoft Excel, Sage
Education
University of California, Los Angeles 2011 — 2013
Financial Planning Certificate, Financial Planning and Services
OMSD May 2008 - Present
Beck Trust October 2005 - Present
Wells Fargo Bank November 1988 - December 1990
Wachovia Bank & Trust May 1983 - August 1988
Skills
Simply Accounting, Bookkeeping, Teaching, Analysis, PowerPoint, Public Speaking, Financial Analysis, Budgets, Customer Service, Research, Microsoft Office, Year End Accounts, Leadership, Small Business, Data Entry, Social Media, Microsoft Excel, Sage
Education
University of California, Los Angeles 2011 — 2013
Financial Planning Certificate, Financial Planning and Services
Rae Marie Czuhai Rae Marie Czuhai's Wachovia Bank & Trust Experience 1987 - 1997
Job Vice President of Development, Communities In Schools Wake County
Industry Fund-Raising
Experience
Communities In Schools of Wake County August 2014 - Present
Artspace September 2010 - July 2014
The Montessori School of Raleigh August 2001 - June 2010
Wachovia Bank & Trust 1987 - 1997
Skills
Fundraising, Event Planning, Non-profits, Volunteer Management, Grant Writing, Community Outreach, Event Management, Public Speaking, Social Media, Public Relations, Community Development, Board Development, Research, Program Development, Philanthropy, Teaching, Microsoft Office, Editing, Higher Education, Strategic Planning, Annual Giving, Grants, Stewardship, Newsletters, Nonprofits, Leadership, Non-profit..., Press Releases, Social Media Marketing, Prospect Research, Social Networking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1985 — 1987
BS, Business Administration
Washington HIgh School 1981 — 1983
Communities In Schools of Wake County August 2014 - Present
Artspace September 2010 - July 2014
The Montessori School of Raleigh August 2001 - June 2010
Wachovia Bank & Trust 1987 - 1997
Skills
Fundraising, Event Planning, Non-profits, Volunteer Management, Grant Writing, Community Outreach, Event Management, Public Speaking, Social Media, Public Relations, Community Development, Board Development, Research, Program Development, Philanthropy, Teaching, Microsoft Office, Editing, Higher Education, Strategic Planning, Annual Giving, Grants, Stewardship, Newsletters, Nonprofits, Leadership, Non-profit..., Press Releases, Social Media Marketing, Prospect Research, Social Networking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1985 — 1987
BS, Business Administration
Washington HIgh School 1981 — 1983
Shane Renaldo Johnson Shane Renaldo Johnson's Wachovia Bank & Trust Experience June 2008 - July 2009
Job Manager at Office Depot
Industry Philanthropy
Experience
Office Depot September 2015 - Present
SRJ Translation January 2004 - Present
Royal Expressions Contemporary Ballet March 2010 - Present
UnitedHealth Group September 2014 - March 2015
Bank of America October 2010 - April 2014
Wachovia Bank & Trust June 2008 - July 2009
CompUSA October 2007 - March 2008
Office Team, a subsidiary of Robert Half International September 2004 - May 2005
Harris Teeter March 1997 - August 2004
WVMH 90 January 2001 - January 2002
Skills
Bible translation, Event Planning, Customer Service, Public Speaking, Fundraising, Microsoft Office, Time Management, Management, Team Building, Microsoft Word, Leadership, Team Leadership, Program Management, Teaching, Organizational..., Process Analysis, PowerPoint, Editing, Community Outreach, Nonprofits, Research, Coaching, Training, Strategic Planning, Budgets, Process Improvement, Market Research, Volunteer Management, Process Management, Leadership Development, Grief Counseling, Program Development, Pastoral Counseling, Non-profit Leadership, Staff Development, Marketing Communications
Education
Shaw University Divinity School 2012 — 2016
Master, Divinity
Mars Hill College 2000 — 2007
Bachelor of Arts, Religion major with a concentration in Christianity; Biblical Languages minor
Freedom High 1995 — 1999
High school diploma, High School/Secondary Diplomas and Certificates
Office Depot September 2015 - Present
SRJ Translation January 2004 - Present
Royal Expressions Contemporary Ballet March 2010 - Present
UnitedHealth Group September 2014 - March 2015
Bank of America October 2010 - April 2014
Wachovia Bank & Trust June 2008 - July 2009
CompUSA October 2007 - March 2008
Office Team, a subsidiary of Robert Half International September 2004 - May 2005
Harris Teeter March 1997 - August 2004
WVMH 90 January 2001 - January 2002
Skills
Bible translation, Event Planning, Customer Service, Public Speaking, Fundraising, Microsoft Office, Time Management, Management, Team Building, Microsoft Word, Leadership, Team Leadership, Program Management, Teaching, Organizational..., Process Analysis, PowerPoint, Editing, Community Outreach, Nonprofits, Research, Coaching, Training, Strategic Planning, Budgets, Process Improvement, Market Research, Volunteer Management, Process Management, Leadership Development, Grief Counseling, Program Development, Pastoral Counseling, Non-profit Leadership, Staff Development, Marketing Communications
Education
Shaw University Divinity School 2012 — 2016
Master, Divinity
Mars Hill College 2000 — 2007
Bachelor of Arts, Religion major with a concentration in Christianity; Biblical Languages minor
Freedom High 1995 — 1999
High school diploma, High School/Secondary Diplomas and Certificates
Rick Mullin Rick Mullin's Wachovia Bank & Trust Experience May 1985 - June 1987
Job Founder at Sagehouse Builders, LLC
Industry Construction
Experience
Sagehouse Builders, LLC November 2013 - Present
JW Homes, LLC July 2012 - October 2013
Custard Insurance Adjusters August 2010 - July 2012
Classic Carolina Construction October 2008 - October 2010
Richard E. Mullin June 2007 - October 2008
Simonini Builders January 2000 - August 2007
The Boulevard Company December 1996 - December 1999
Earth Ade Beverages January 1992 - November 1996
Crosland Company May 1988 - December 1991
Wachovia Bank & Trust May 1985 - June 1987
Skills
Real Estate Development, Sales, Leadership, Project Planning, Program Management, Customer Service, Start-ups, Value Engineering, Business Development, Marketing, Business Planning, Mixed-use
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1983 — 1985
MBA, Business Administration
North Carolina State University 1977 — 1981
BS, Civil Engineering
Sagehouse Builders, LLC November 2013 - Present
JW Homes, LLC July 2012 - October 2013
Custard Insurance Adjusters August 2010 - July 2012
Classic Carolina Construction October 2008 - October 2010
Richard E. Mullin June 2007 - October 2008
Simonini Builders January 2000 - August 2007
The Boulevard Company December 1996 - December 1999
Earth Ade Beverages January 1992 - November 1996
Crosland Company May 1988 - December 1991
Wachovia Bank & Trust May 1985 - June 1987
Skills
Real Estate Development, Sales, Leadership, Project Planning, Program Management, Customer Service, Start-ups, Value Engineering, Business Development, Marketing, Business Planning, Mixed-use
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1983 — 1985
MBA, Business Administration
North Carolina State University 1977 — 1981
BS, Civil Engineering
Tommy Best Tommy Best's Wachovia Bank & Trust Experience May 1985 - June 1989
Job Museum Site Manager at North Carolina Museum of Art
Industry Construction
Experience
North Carolina Museum of Art February 2014 - Present
New Bern Lawn & Landscaping October 1997 - October 2014
UNITED FEDERAL BANK October 1995 - October 1997
BRANCH BANKING & TRUST September 1992 - October 1995
MEAD JOHNSON PHARMACEUTICALS June 1989 - September 1992
WACHOVIA BANK & TRUST May 1985 - June 1989
Skills
Landscape Maintenance, Lawn Care, Landscaping, Water Features, Irrigation, residential putting..., Patios/walkways, Stone work
Education
University of North Carolina at Chapel Hill 1981 — 1985
Bachelor's degree, Biology & Economics/Business
North Carolina Museum of Art February 2014 - Present
New Bern Lawn & Landscaping October 1997 - October 2014
UNITED FEDERAL BANK October 1995 - October 1997
BRANCH BANKING & TRUST September 1992 - October 1995
MEAD JOHNSON PHARMACEUTICALS June 1989 - September 1992
WACHOVIA BANK & TRUST May 1985 - June 1989
Skills
Landscape Maintenance, Lawn Care, Landscaping, Water Features, Irrigation, residential putting..., Patios/walkways, Stone work
Education
University of North Carolina at Chapel Hill 1981 — 1985
Bachelor's degree, Biology & Economics/Business
Diane Smitherman Diane Smitherman's Wachovia Bank & Trust Experience 1988 - 1990
Job at Retirement Plan Solutions, Inc.
Industry Financial Services
Experience
Retirement Plan Solutions, Inc. 2010 - Present
Camille's Sidewalk Cafe 2004 - 2010
American Kennel Club 1996 - 2004
University of North Carolina at Chapel Hill 1994 - 1996
Square D Company 1990 - 1994
Wachovia Bank & Trust 1988 - 1990
SLIMS (Savings and Loan Information Management Systems) 1987 - 1988
IBM 1986 - 1987
Skills
Team Building, Customer Service, Process Improvement, Public Speaking, Strategic Planning, Project Management, Negotiation, Team Leadership, Social Media, Disaster Recovery, Event Planning, Management, Leadership, Networking, Program Management, Operations Management, Start-ups, Team Management, Customer Satisfaction
Education
Appalachian State University 1982 — 1986
BS, Computer Science
Retirement Plan Solutions, Inc. 2010 - Present
Camille's Sidewalk Cafe 2004 - 2010
American Kennel Club 1996 - 2004
University of North Carolina at Chapel Hill 1994 - 1996
Square D Company 1990 - 1994
Wachovia Bank & Trust 1988 - 1990
SLIMS (Savings and Loan Information Management Systems) 1987 - 1988
IBM 1986 - 1987
Skills
Team Building, Customer Service, Process Improvement, Public Speaking, Strategic Planning, Project Management, Negotiation, Team Leadership, Social Media, Disaster Recovery, Event Planning, Management, Leadership, Networking, Program Management, Operations Management, Start-ups, Team Management, Customer Satisfaction
Education
Appalachian State University 1982 — 1986
BS, Computer Science
Cheryl Cash Cheryl Cash's Wachovia Bank & Trust Experience May 1984 - February 1985
Job Global Service Desk Analyst at B/E Aerospace
Industry Tobacco
Experience
B/E Aerospace July 2012 - Present
TEK Systems May 2011 - July 2012
New Breed Logistics 2011 - May 2011
HP an EDS Company July 2008 - July 2010
HP Enterprise Services August 2008 - February 2010
RJR Tobacco Company 2001 - 2010
R.J. Reynolds Tobacco February 1985 - August 2008
Reynolds Tobacco Company January 2001 - January 2003
R.J. Reynolds Tobacco Company February 1985 - January 2001
Wachovia Bank & Trust May 1984 - February 1985
Skills
Active Directory, Software Documentation, Training, Network Monitoring Tools, IronMail, ITIL, Outlook, Help Desk Support, Microsoft Office, SharePoint, Visio, SDLC, Troubleshooting, XP, Operating Systems
Education
Forsyth Technical Community College 2011 — 2011
CEU 2.4, Technical Writing
Winston-Salem State University 1997 — 1999
B.A., English
High Point University 1987 — 1989
Computer Science
Winsalm Business College 1972 — 1974
Associate Degree, Secretarial Science
B/E Aerospace July 2012 - Present
TEK Systems May 2011 - July 2012
New Breed Logistics 2011 - May 2011
HP an EDS Company July 2008 - July 2010
HP Enterprise Services August 2008 - February 2010
RJR Tobacco Company 2001 - 2010
R.J. Reynolds Tobacco February 1985 - August 2008
Reynolds Tobacco Company January 2001 - January 2003
R.J. Reynolds Tobacco Company February 1985 - January 2001
Wachovia Bank & Trust May 1984 - February 1985
Skills
Active Directory, Software Documentation, Training, Network Monitoring Tools, IronMail, ITIL, Outlook, Help Desk Support, Microsoft Office, SharePoint, Visio, SDLC, Troubleshooting, XP, Operating Systems
Education
Forsyth Technical Community College 2011 — 2011
CEU 2.4, Technical Writing
Winston-Salem State University 1997 — 1999
B.A., English
High Point University 1987 — 1989
Computer Science
Winsalm Business College 1972 — 1974
Associate Degree, Secretarial Science
Jane Putnam Jane Putnam's Wachovia Bank & Trust Experience 1992 - 1994
Job Assistant Sales Manager Plbg/Hdw Division at Camco Manufacturing
Industry Chemicals
Experience
Camco Manufacturing March 2010 - Present
Wachovia Bank & Trust 1992 - 1994
Wachovia Bank & Trust 1988 - 1992
Skills
Forecasting, New Business Development, Key Account Management, Product Development, Negotiation, Sales Management, Purchasing, Supply Chain Management, Sales, Inventory Management, Logistics, B2B, Pricing, Manufacturing, Customer Service, Team Building, Account Management
Education
Clemson University 1984 — 1988
Bachelor of Science (BS), Financial Management
Camco Manufacturing March 2010 - Present
Wachovia Bank & Trust 1992 - 1994
Wachovia Bank & Trust 1988 - 1992
Skills
Forecasting, New Business Development, Key Account Management, Product Development, Negotiation, Sales Management, Purchasing, Supply Chain Management, Sales, Inventory Management, Logistics, B2B, Pricing, Manufacturing, Customer Service, Team Building, Account Management
Education
Clemson University 1984 — 1988
Bachelor of Science (BS), Financial Management
Cheryl Anderson-Tatum's Wachovia Bank & Trust Experience 1981 - 1989
Job Office Administrator at Williams General Contracting Inc./Williams Construction Co. Inc
Industry Construction
Experience
Williams General Contracting, Inc./ Williams Construction Co., Inc. 2005 - Present
Installment Discount Corp. Inc. May 1995 - April 2005
Wachovia Bank & Trust 1981 - 1989
Skills
Human Resources, Payroll, Management, Accounts Receivable, Office Management, Administrative..., Outlook, Employee Relations, Microsoft Office, Customer Service, Office Administration, Microsoft Excel, Finance, Insurance, Accounting, Budgets, Administrative..., Strategic Planning
Education
Ashworth University
Paralegal Studies
Patrick County High School
Patrick Henry Community College
Business Administration
Williams General Contracting, Inc./ Williams Construction Co., Inc. 2005 - Present
Installment Discount Corp. Inc. May 1995 - April 2005
Wachovia Bank & Trust 1981 - 1989
Skills
Human Resources, Payroll, Management, Accounts Receivable, Office Management, Administrative..., Outlook, Employee Relations, Microsoft Office, Customer Service, Office Administration, Microsoft Excel, Finance, Insurance, Accounting, Budgets, Administrative..., Strategic Planning
Education
Ashworth University
Paralegal Studies
Patrick County High School
Patrick Henry Community College
Business Administration
Patricia Dudley Patricia Dudley's Wachovia Bank & Trust Experience November 1979 - December 1994
Job Professional Organizer Rise Above Clutter
Industry Executive Office
Experience
Rise Above Clutter January 2014 - Present
Arrow Exterminating Co. November 2006 - August 2013
Elite Services March 2003 - November 2006
Brand Banking Company June 2001 - February 2003
Wachovia bank & trust November 1979 - December 1994
Skills
Highly detail oriented, Organizational..., Dependable Team Player, Problem Solving, Data Entry, Accounting, Customer Service, Direct Sales, Operations Management, Time Management, Telephone Skills, Call Centers, Customer Satisfaction, Office Management, Microsoft Office, Microsoft Excel, Long-term Customer..., Bookkeeping, Communication, Sales, Accounts Receivable, Invoicing, Administrative..., Office Administration, Lotus Notes, 10 Key, Fax, Spreadsheets, Supervisory Skills, Confidentiality, Outlook, Goal Oriented, Critical Thinking, Customer Engagement, Public Speaking, Retail Sales, Oral
Education
Arrow University - Continuing Professional Education and Development 2006 — 2013
Customer Service Management
Forsyth Technical Community College 1979 — 1982
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Rise Above Clutter January 2014 - Present
Arrow Exterminating Co. November 2006 - August 2013
Elite Services March 2003 - November 2006
Brand Banking Company June 2001 - February 2003
Wachovia bank & trust November 1979 - December 1994
Skills
Highly detail oriented, Organizational..., Dependable Team Player, Problem Solving, Data Entry, Accounting, Customer Service, Direct Sales, Operations Management, Time Management, Telephone Skills, Call Centers, Customer Satisfaction, Office Management, Microsoft Office, Microsoft Excel, Long-term Customer..., Bookkeeping, Communication, Sales, Accounts Receivable, Invoicing, Administrative..., Office Administration, Lotus Notes, 10 Key, Fax, Spreadsheets, Supervisory Skills, Confidentiality, Outlook, Goal Oriented, Critical Thinking, Customer Engagement, Public Speaking, Retail Sales, Oral
Education
Arrow University - Continuing Professional Education and Development 2006 — 2013
Customer Service Management
Forsyth Technical Community College 1979 — 1982
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Jackson Jay Harris Jackson Jay Harris's Wachovia Bank & Trust Experience January 1988 - January 1993
Job Southeast & MidAtlantic Territory Sales Manager
Industry Wholesale
Experience
Jay Harris Sales - Southern & Mid-Atlantic January 1994 - Present
See Kai Run June 2013 - Present
Sorrelli Jewelry June 2013 - March 2015
Comtech Sales & Associates, Inc July 2010 - January 2012
Wachovia Bank & Trust January 1988 - January 1993
Skills
Sales Management, Wholesale, Sales Operations, Retail, Sales, Negotiation, Training, Selling, Product Development, Competitive Analysis, Management, Key Account Management, Cold Calling, Pricing, Direct Sales, Enterprise Software, Leadership, Merchandising, Analysis, B2B, Budgets, Purchasing, Account Management, New Business Development, Inventory Management, Forecasting, Sales Process, Key Account Development, Trade Shows
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1984 — 1988
BS, Business Administration
Jay Harris Sales - Southern & Mid-Atlantic January 1994 - Present
See Kai Run June 2013 - Present
Sorrelli Jewelry June 2013 - March 2015
Comtech Sales & Associates, Inc July 2010 - January 2012
Wachovia Bank & Trust January 1988 - January 1993
Skills
Sales Management, Wholesale, Sales Operations, Retail, Sales, Negotiation, Training, Selling, Product Development, Competitive Analysis, Management, Key Account Management, Cold Calling, Pricing, Direct Sales, Enterprise Software, Leadership, Merchandising, Analysis, B2B, Budgets, Purchasing, Account Management, New Business Development, Inventory Management, Forecasting, Sales Process, Key Account Development, Trade Shows
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1984 — 1988
BS, Business Administration
Don Thorup Don Thorup's Wachovia Bank & Trust Experience June 1981 - May 1983
Job President and Chief Operating Officer at SportTrak, LLC and AccuSport International, Inc.
Industry Sports
Experience
SportTrak, LLC and AccuSport International, Inc. - www.sport-trak.com July 2005 - Present
The Lindon Group February 1999 - June 2011
The Performance Group June 1999 - January 2004
Inmar Enterprises, Inc. July 1990 - June 1999
1st Home Federal June 1984 - June 1990
Wachovia Bank & Trust June 1981 - May 1983
Skills
Risk Management, Strategic Planning, Product Management, Business Development, Analysis, Management, Team Building, Marketing, Contract Negotiation, Sales Management, Product Development, Finance, Marketing Strategy, Cross-functional Team..., Sales, Investments, New Business Development, Process Improvement, Entrepreneurship, Leadership, Customer Service, Negotiation, Team Leadership, Start-ups
Education
Guilford College 1977 — 1981
Management, Business
St. Paul's School
SportTrak, LLC and AccuSport International, Inc. - www.sport-trak.com July 2005 - Present
The Lindon Group February 1999 - June 2011
The Performance Group June 1999 - January 2004
Inmar Enterprises, Inc. July 1990 - June 1999
1st Home Federal June 1984 - June 1990
Wachovia Bank & Trust June 1981 - May 1983
Skills
Risk Management, Strategic Planning, Product Management, Business Development, Analysis, Management, Team Building, Marketing, Contract Negotiation, Sales Management, Product Development, Finance, Marketing Strategy, Cross-functional Team..., Sales, Investments, New Business Development, Process Improvement, Entrepreneurship, Leadership, Customer Service, Negotiation, Team Leadership, Start-ups
Education
Guilford College 1977 — 1981
Management, Business
St. Paul's School
Napoleon Richardson JR Napoleon Richardson JR's Wachovia Bank & Trust Experience January 1994 - December 1998
Job Regional Manager, Financial Center Operations at Allegacy Federal Credit Union
Industry Banking
Experience
Allegacy Federal Credit Union August 2015 - Present
Allegacy January 2001 - August 2015
Wachovia Bank January 1999 - December 2000
Wachovia Bank & Trust January 1994 - December 1998
Wachovia Bank & Trust January 1993 - January 1994
Skills
Credit, Loans, Credit Analysis, Retail Banking, Credit Risk, Cross Selling, Commercial Banking, Mortgage Lending, Consumer Lending, Small Business Lending, Financial Risk, Branch Banking, Financial Services, Financial Analysis, Risk Management, Finance, Loan Origination, Loans Administration, Wealth Management..., Wealth Preservation..., Private Banking, Gap Analysis, Performance Appraisal, Public Speaking, Team Leadership, Debt Restructuring, consultitive Sales, Branch Management, Deposit Growth, Performance Management, Positive Can-do Attitude, Banking, Portfolio Management, Relationship Management
Education
North Carolina State University
Bachelor's Degree, Accounting and Finance
Allegacy Federal Credit Union August 2015 - Present
Allegacy January 2001 - August 2015
Wachovia Bank January 1999 - December 2000
Wachovia Bank & Trust January 1994 - December 1998
Wachovia Bank & Trust January 1993 - January 1994
Skills
Credit, Loans, Credit Analysis, Retail Banking, Credit Risk, Cross Selling, Commercial Banking, Mortgage Lending, Consumer Lending, Small Business Lending, Financial Risk, Branch Banking, Financial Services, Financial Analysis, Risk Management, Finance, Loan Origination, Loans Administration, Wealth Management..., Wealth Preservation..., Private Banking, Gap Analysis, Performance Appraisal, Public Speaking, Team Leadership, Debt Restructuring, consultitive Sales, Branch Management, Deposit Growth, Performance Management, Positive Can-do Attitude, Banking, Portfolio Management, Relationship Management
Education
North Carolina State University
Bachelor's Degree, Accounting and Finance
Bill Vogel's Wachovia Bank & Trust Experience July 1981 - February 1988
Job Portfolio Manager at Montag & Caldwell
Industry Investment Management
Experience
Montag & Caldwell LLC June 2006 - Present
Montag & Caldwell February 1988 - Present
Wachovia Bank & Trust July 1981 - February 1988
Skills
Portfolio Management, Investments, Equities, Equity Research, Investment Management
Education
Duke University - The Fuqua School of Business 1975 — 1976
Master of Business Administration (MBA)
Duke University 1974 — 1976
MBA
Bucknell University 1969 — 1973
BSBA, Accounting
Montag & Caldwell LLC June 2006 - Present
Montag & Caldwell February 1988 - Present
Wachovia Bank & Trust July 1981 - February 1988
Skills
Portfolio Management, Investments, Equities, Equity Research, Investment Management
Education
Duke University - The Fuqua School of Business 1975 — 1976
Master of Business Administration (MBA)
Duke University 1974 — 1976
MBA
Bucknell University 1969 — 1973
BSBA, Accounting
Charles R Bell's Wachovia Bank & Trust Experience July 1988 - December 1989
Job Manager National Key Accounts and University Programs
Industry Medical Devices
Experience
Dentaurum USA February 1993 - Present
AstraZeneca (Astra Pharmaceuticals) January 1990 - January 1993
Wachovia Bank & Trust July 1988 - December 1989
Skills
New Business Development, Sales Process, Sales Management, Account Management, Direct Sales, Marketing, Selling, Sales Operations, Cold Calling, Product Marketing, Sales, Customer Service
Education
University of North Carolina at Wilmington
BA, Economics & History
Dentaurum USA February 1993 - Present
AstraZeneca (Astra Pharmaceuticals) January 1990 - January 1993
Wachovia Bank & Trust July 1988 - December 1989
Skills
New Business Development, Sales Process, Sales Management, Account Management, Direct Sales, Marketing, Selling, Sales Operations, Cold Calling, Product Marketing, Sales, Customer Service
Education
University of North Carolina at Wilmington
BA, Economics & History
Gail Hiatt's Wachovia Bank & Trust Experience September 1970 - August 1990
Job Marketing Assistant at Northwestern Mutual
Industry Textiles
Experience
Northwestern Mutual June 2011 - Present
HANESBRANDS, INC February 1989 - June 2009
Wachovia Bank & Trust September 1970 - August 1990
Skills
Problem Solving, Journal Entries, Customer Service, Lawson, Marketing, Payroll, Accounting, Accounts Payable, Physical Inventory, Banking, Movex, Teamwork, Time Management, Access, Human Resources, Software Documentation, Financial Analysis, Strategic Planning, Negotiation, Project Planning, Mergers & Acquisitions, Purchasing, Analysis, SAP, Microsoft Office, Cross-functional Team...
Education
Forsyth Technical Community College 2010 — 2010
Certificate, Office Administration
High Point University
B.A. Degree, Business Administration
James A Gray
Northwestern Mutual June 2011 - Present
HANESBRANDS, INC February 1989 - June 2009
Wachovia Bank & Trust September 1970 - August 1990
Skills
Problem Solving, Journal Entries, Customer Service, Lawson, Marketing, Payroll, Accounting, Accounts Payable, Physical Inventory, Banking, Movex, Teamwork, Time Management, Access, Human Resources, Software Documentation, Financial Analysis, Strategic Planning, Negotiation, Project Planning, Mergers & Acquisitions, Purchasing, Analysis, SAP, Microsoft Office, Cross-functional Team...
Education
Forsyth Technical Community College 2010 — 2010
Certificate, Office Administration
High Point University
B.A. Degree, Business Administration
James A Gray
Pam Heye's Wachovia Bank & Trust Experience January 1985 - January 1987
Job Finance, Accounting, Treasury and Risk Management Professional
Industry Utilities
Experience
SENSUS METERING SYSTEMS January 2004 - July 2008
JT International SA January 1998 - November 2002
RJ Reynolds International September 1996 - January 1998
RJ Reynolds July 1995 - September 1996
RJ Reynolds Tobacco International June 1993 - June 1995
RJ Reynolds Tobacco International May 1992 - June 1993
RJ Reynolds Tobacco International May 1988 - May 1992
FIRST WACHOVIA BROKERAGE SERVICE, INC January 1987 - January 1988
Wachovia Bank & Trust January 1985 - January 1987
DAVIDSON FEDERAL SAVINGS AND LOAN ASSOCIATION January 1977 - January 1985
Education
University of North Carolina at Chapel Hill 1971 — 1975
BS Business Administration, Accounting
SENSUS METERING SYSTEMS January 2004 - July 2008
JT International SA January 1998 - November 2002
RJ Reynolds International September 1996 - January 1998
RJ Reynolds July 1995 - September 1996
RJ Reynolds Tobacco International June 1993 - June 1995
RJ Reynolds Tobacco International May 1992 - June 1993
RJ Reynolds Tobacco International May 1988 - May 1992
FIRST WACHOVIA BROKERAGE SERVICE, INC January 1987 - January 1988
Wachovia Bank & Trust January 1985 - January 1987
DAVIDSON FEDERAL SAVINGS AND LOAN ASSOCIATION January 1977 - January 1985
Education
University of North Carolina at Chapel Hill 1971 — 1975
BS Business Administration, Accounting
Michael Weddington's Wachovia Bank & Trust Experience November 1963 - May 1966
Job Lawyer at Smith Anderson
Industry Law Practice
Experience
Smith Anderson September 1973 - Present
United States Navy Reserve July 1966 - March 2001
Wachovia Bank & Trust November 1963 - May 1966
Skills
Licensing, Commercial Litigation, Litigation, Mediation, Civil Litigation, Business Litigation, Appeals, Trademarks, Legal Writing, Construction Law, Arbitration, Alternative Dispute...
Education
Duke University School of Law 1970 — 1973
JD, Law
University of Florida 1959 — 1963
BS, Business/Advertising
Smith Anderson September 1973 - Present
United States Navy Reserve July 1966 - March 2001
Wachovia Bank & Trust November 1963 - May 1966
Skills
Licensing, Commercial Litigation, Litigation, Mediation, Civil Litigation, Business Litigation, Appeals, Trademarks, Legal Writing, Construction Law, Arbitration, Alternative Dispute...
Education
Duke University School of Law 1970 — 1973
JD, Law
University of Florida 1959 — 1963
BS, Business/Advertising
Hank Redecker's Wachovia Bank & Trust Experience August 1986 - May 1996
Job CEO at Strategic Contracting Solutions, LLC
Industry Investment Management
Experience
Strategic Contracting Solutions, LLC July 2011 - Present
Service Roofing & Sheet Metal Company of Raleigh September 1997 - March 2009
Wachovia Bank & Trust August 1986 - May 1996
Skills
Negotiation, Strategic Planning, Budgets, Investments, Management, New Business Development, Contract Negotiation, Team Building, Sales, Asset Managment
Education
East Carolina University - College of Business 1996 — 1997
MBA, Management and Policy
East Carolina University - College of Business 1980 — 1986
BA,BSBA, Sociology, Business - Finance Concentration
Strategic Contracting Solutions, LLC July 2011 - Present
Service Roofing & Sheet Metal Company of Raleigh September 1997 - March 2009
Wachovia Bank & Trust August 1986 - May 1996
Skills
Negotiation, Strategic Planning, Budgets, Investments, Management, New Business Development, Contract Negotiation, Team Building, Sales, Asset Managment
Education
East Carolina University - College of Business 1996 — 1997
MBA, Management and Policy
East Carolina University - College of Business 1980 — 1986
BA,BSBA, Sociology, Business - Finance Concentration