Wachovia Bank NA
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Wachovia Bank NA Employees
Employee
Years
Job
Industry
Helena Barraza Helena Barraza's Wachovia Bank NA Experience January 2001 - March 2006
Job Marketing / Business Developer at South Miami Productions
Industry Marketing and Advertising
Experience
South Miami Productions March 2011 - Present
South Miami Productions March 2011 - Present
HSBC Private Bank March 2006 - March 2011
Wachovia Bank NA January 2001 - March 2006
Skills
Marketing Strategy, Sales Management, Social Media Marketing, Financial Analysis, Market Analysis, Forecasting, Brand Awareness, Entrepreneurship, Budget Process, Business Development, Event Producing, Relationship Management
Education
Florida International University 1998 — 2000
Old Dominion University - College of Business and Public Administration 1994 — 1996
South Miami Productions March 2011 - Present
South Miami Productions March 2011 - Present
HSBC Private Bank March 2006 - March 2011
Wachovia Bank NA January 2001 - March 2006
Skills
Marketing Strategy, Sales Management, Social Media Marketing, Financial Analysis, Market Analysis, Forecasting, Brand Awareness, Entrepreneurship, Budget Process, Business Development, Event Producing, Relationship Management
Education
Florida International University 1998 — 2000
Old Dominion University - College of Business and Public Administration 1994 — 1996
Sonja Newland Sonja Newland's Wachovia Bank NA Experience 2000 - 2002
Job Client Advisor at Seaside National Bank & Trust
Industry Banking
Experience
Seaside National Bank & Trust 2014 - Present
Farm Credit of Florida, a cooperative association 2010 - 2014
Wells Fargo Bank, N.A., successor to Wachovia Bank, N.A. 2009 - 2010
Wells Fargo Bank, N.A, successor to Wachovia Bank, N.A. 2002 - 2009
Wachovia Bank, NA 2000 - 2002
Skills
Commercial Banking, Credit Analysis, Asset Management, Credit Risk, Portfolio Management, Commercial Lending, Loans, Cash Flow Lending, Team Leadership, Banking, Real Estate Lending, Managerial Skills, C&I, Agribusiness, Manage Client..., Special Asset Management, Compliance, Mortgage Lending, Credit, Risk Management, Underwriting, Small Business Lending, Finance, Management
Education
Louisiana State University
Business Administration and Management, General - Bank Sponsored Non-Degree
University of Southwestern Louisiana
Sociology
Seaside National Bank & Trust 2014 - Present
Farm Credit of Florida, a cooperative association 2010 - 2014
Wells Fargo Bank, N.A., successor to Wachovia Bank, N.A. 2009 - 2010
Wells Fargo Bank, N.A, successor to Wachovia Bank, N.A. 2002 - 2009
Wachovia Bank, NA 2000 - 2002
Skills
Commercial Banking, Credit Analysis, Asset Management, Credit Risk, Portfolio Management, Commercial Lending, Loans, Cash Flow Lending, Team Leadership, Banking, Real Estate Lending, Managerial Skills, C&I, Agribusiness, Manage Client..., Special Asset Management, Compliance, Mortgage Lending, Credit, Risk Management, Underwriting, Small Business Lending, Finance, Management
Education
Louisiana State University
Business Administration and Management, General - Bank Sponsored Non-Degree
University of Southwestern Louisiana
Sociology
Drew Hagen Drew Hagen's Wachovia Bank NA Experience September 2003 - May 2005
Job Buyer Services Purchasing, Michelin NA
Industry Automotive
Experience
Michelin September 2014 - Present
KEAREY BUILDERS INC August 2006 - September 2014
RESIDENTIAL CONSTRUCTION April 2005 - August 2005
WACHOVIA BANK N.A September 2003 - May 2005
FAIRFIELD MOUNTAIN RESORT January 2000 - January 2003
Skills
Construction Management, Microsoft Office, Customer Service, Strategic Planning, Marketing, Sales Management, New Business Development, Contract Management, Contract Negotiation, Microsoft Excel, AIA Documents, Blueprint Reading, Estimating, Budgets, Project Bidding, Project Estimation, Operations Management, Procurement, Cost Control, Value Engineering, Project Coordination, Subcontracts Management, Subcontracting, Contracts Administrators, Project Planning, Contractors, Purchasing, Construction, Process Scheduler
Education
Appalachian State University 2001 — 2006
Bachelor of Science, Business Administration; Management and Marketing
Michelin September 2014 - Present
KEAREY BUILDERS INC August 2006 - September 2014
RESIDENTIAL CONSTRUCTION April 2005 - August 2005
WACHOVIA BANK N.A September 2003 - May 2005
FAIRFIELD MOUNTAIN RESORT January 2000 - January 2003
Skills
Construction Management, Microsoft Office, Customer Service, Strategic Planning, Marketing, Sales Management, New Business Development, Contract Management, Contract Negotiation, Microsoft Excel, AIA Documents, Blueprint Reading, Estimating, Budgets, Project Bidding, Project Estimation, Operations Management, Procurement, Cost Control, Value Engineering, Project Coordination, Subcontracts Management, Subcontracting, Contracts Administrators, Project Planning, Contractors, Purchasing, Construction, Process Scheduler
Education
Appalachian State University 2001 — 2006
Bachelor of Science, Business Administration; Management and Marketing
David Sorrells, MA, LPC David Sorrells, MA, LPC's Wachovia Bank NA Experience 2004 - 2010
Job Psychotherapist in Private Practice
Industry Mental Health Care
Experience
David Sorrells Counseling April 2014 - Present
Plumeria Counseling Center June 2013 - Present
Austin Travis County MHMR 2011 - March 2013
Wachovia Bank, NA 2004 - 2010
The Conway National Bank 1999 - 2004
Skills
Human Resources, Management, Career Counseling, Counseling Psychology, Ethical Leadership, Team Building, Dispute Resolution, Leadership, Organizational..., Coaching, Business Decision Making, Recruiting, Hiring, Training, Communication, Performance Management, Mental Health Counseling, Policy Recommendation, Group Therapy, Therapists, Google Groups, Case Managment, Crisis Intervention, Family Therapy, Psychology, Social Services, Motivational..., Life Transitions, CBT, Policy, Community Outreach, Adolescents, Psychotherapy
Education
St. Edward's University 2008 — 2011
Master's degree, Counseling Psychology, 3.8
Coastal Carolina University 1998 — 2002
Bachelor's degree, Business Administration and Management, General, 3.4
David Sorrells Counseling April 2014 - Present
Plumeria Counseling Center June 2013 - Present
Austin Travis County MHMR 2011 - March 2013
Wachovia Bank, NA 2004 - 2010
The Conway National Bank 1999 - 2004
Skills
Human Resources, Management, Career Counseling, Counseling Psychology, Ethical Leadership, Team Building, Dispute Resolution, Leadership, Organizational..., Coaching, Business Decision Making, Recruiting, Hiring, Training, Communication, Performance Management, Mental Health Counseling, Policy Recommendation, Group Therapy, Therapists, Google Groups, Case Managment, Crisis Intervention, Family Therapy, Psychology, Social Services, Motivational..., Life Transitions, CBT, Policy, Community Outreach, Adolescents, Psychotherapy
Education
St. Edward's University 2008 — 2011
Master's degree, Counseling Psychology, 3.8
Coastal Carolina University 1998 — 2002
Bachelor's degree, Business Administration and Management, General, 3.4
David A. Correa's Wachovia Bank NA Experience January 2006 - August 2008
Job Meeting & Events Talent Coach at W New York
Industry Hospitality
Experience
W New York April 2015 - Present
YOTEL New York February 2013 - April 2015
Starwood Hotels & Resorts Worldwide, Inc. October 2011 - February 2013
Starwood New York Metro Market May 2011 - October 2011
W Hotels of New York April 2010 - May 2011
W Court & Tuscany Hotel August 2008 - April 2010
Wachovia Bank NA January 2006 - August 2008
Skills
Hospitality Management, Hotels, Hotel Management, Revenue Analysis, Hospitality Industry, Restaurants, Front Office, Hospitality, Marketing, Management, Opera, Rooms Division, Micros, Customer Service, Sales, Entertainment, Leisure, Sales Management, Tourism, Time Management, Microsoft Excel, Food & Beverage, Pre-opening, Payroll, Microsoft Word, Corporate Events, Banquets, Menu Development, Trade Shows, Resorts, Property Management..., Microsoft Office, Hotel Booking, Operations Management, Yield Management, Catering, Customer Satisfaction, Team Building, Meeting Planning, Negotiation, MICROS
Education
Marymount Manhattan College 2001 — 2004
Bachelor of Fine Arts (BFA)
W New York April 2015 - Present
YOTEL New York February 2013 - April 2015
Starwood Hotels & Resorts Worldwide, Inc. October 2011 - February 2013
Starwood New York Metro Market May 2011 - October 2011
W Hotels of New York April 2010 - May 2011
W Court & Tuscany Hotel August 2008 - April 2010
Wachovia Bank NA January 2006 - August 2008
Skills
Hospitality Management, Hotels, Hotel Management, Revenue Analysis, Hospitality Industry, Restaurants, Front Office, Hospitality, Marketing, Management, Opera, Rooms Division, Micros, Customer Service, Sales, Entertainment, Leisure, Sales Management, Tourism, Time Management, Microsoft Excel, Food & Beverage, Pre-opening, Payroll, Microsoft Word, Corporate Events, Banquets, Menu Development, Trade Shows, Resorts, Property Management..., Microsoft Office, Hotel Booking, Operations Management, Yield Management, Catering, Customer Satisfaction, Team Building, Meeting Planning, Negotiation, MICROS
Education
Marymount Manhattan College 2001 — 2004
Bachelor of Fine Arts (BFA)
Terry Broscher Terry Broscher's Wachovia Bank NA Experience January 2006 - September 2010
Job Senior Vice President at U.S. Trust
Industry Banking
Experience
US Trust, Bank of America Private Wealth Management October 2010 - Present
Wachovia Bank, NA January 2006 - September 2010
Synovus March 2002 - January 2006
First Union National Bank August 1993 - March 2002
First Union National Bank June 1986 - August 1993
SunTrust Bank June 1981 - June 1986
Skills
Wealth Management, Retirement Planning, Estate Planning, Financial Planning, Asset Management, Custom mortgage lending, Investment real estate..., Art lending, Trust Services, Estate Settlement, Alternative Investments, Insurance
Education
Columbus State University 1979 — 1983
BBA, Finance
US Trust, Bank of America Private Wealth Management October 2010 - Present
Wachovia Bank, NA January 2006 - September 2010
Synovus March 2002 - January 2006
First Union National Bank August 1993 - March 2002
First Union National Bank June 1986 - August 1993
SunTrust Bank June 1981 - June 1986
Skills
Wealth Management, Retirement Planning, Estate Planning, Financial Planning, Asset Management, Custom mortgage lending, Investment real estate..., Art lending, Trust Services, Estate Settlement, Alternative Investments, Insurance
Education
Columbus State University 1979 — 1983
BBA, Finance
Gizelle Reyes PNC Bank Gizelle Reyes PNC Bank's Wachovia Bank NA Experience August 2000 - May 2008
Job Vice President Branch Manager at PNC Bank N.A
Industry Banking
Experience
PNC Bank N.A March 2011 - Present
Wells Fargo Bank N.A May 2008 - March 2011
Wachovia Bank NA August 2000 - May 2008
Skills
Retail Banking, Loans, Consumer Lending, Lines Of Credit, Cross Selling, Branch Management, Banking, Branch Banking, Business Development, Finance, Leadership, Management, Mortgage Lending, Sales, Small Business Lending, Sales Management, Customer Service
Education
City University of New York-Herbert H. Lehman College 1992 — 1996
Bachelor of Arts (BA), Economics
City University of New York-Herbert H. Lehman College 1992 — 1996
Bachelor of Arts (B.A.), Economics
F.I.T State University of New York 1988 — 1990
Associate of Arts and Sciences (AAS), Marketing/Marketing Management, General
PNC Bank N.A March 2011 - Present
Wells Fargo Bank N.A May 2008 - March 2011
Wachovia Bank NA August 2000 - May 2008
Skills
Retail Banking, Loans, Consumer Lending, Lines Of Credit, Cross Selling, Branch Management, Banking, Branch Banking, Business Development, Finance, Leadership, Management, Mortgage Lending, Sales, Small Business Lending, Sales Management, Customer Service
Education
City University of New York-Herbert H. Lehman College 1992 — 1996
Bachelor of Arts (BA), Economics
City University of New York-Herbert H. Lehman College 1992 — 1996
Bachelor of Arts (B.A.), Economics
F.I.T State University of New York 1988 — 1990
Associate of Arts and Sciences (AAS), Marketing/Marketing Management, General
Ken Marsh, CFP® Ken Marsh, CFP®'s Wachovia Bank NA Experience January 1997 - September 2001
Job Client Advisor First Citizens Bank Private Wealth Advisory Services
Industry Financial Services
Experience
First Citizens Bank, Private Wealth Advisory Services March 2011 - Present
Wells Fargo, The Private Bank January 2009 - March 2011
Wachovia Wealth Management - Wachovia Bank, NA September 2001 - December 2008
Wachovia Bank, NA January 1997 - September 2001
Wachovia Bank, NA August 1990 - December 1996
Skills
Wealth Management, Finance, Wealth Management..., Retirement Planning, Investment Management, Portfolio Management, Loans, Series 7, Asset Allocation, Credit, Relationship Management
Education
Duke University 2005 — 2005
Executive Certificate, Financial Planning
University of North Carolina at Chapel Hill 1983 — 1988
BA
First Citizens Bank, Private Wealth Advisory Services March 2011 - Present
Wells Fargo, The Private Bank January 2009 - March 2011
Wachovia Wealth Management - Wachovia Bank, NA September 2001 - December 2008
Wachovia Bank, NA January 1997 - September 2001
Wachovia Bank, NA August 1990 - December 1996
Skills
Wealth Management, Finance, Wealth Management..., Retirement Planning, Investment Management, Portfolio Management, Loans, Series 7, Asset Allocation, Credit, Relationship Management
Education
Duke University 2005 — 2005
Executive Certificate, Financial Planning
University of North Carolina at Chapel Hill 1983 — 1988
BA
Kelly Iosua Kelly Iosua's Wachovia Bank NA Experience July 2005 - March 2007
Job VP, Credit Research Analyst at Loomis Sayles
Industry Financial Services
Experience
Loomis, Sayles & Company June 2010 - Present
Loomis, Sayles & Company June 2009 - June 2010
Loomis, Sayles & Company April 2007 - June 2009
Wachovia Bank, NA July 2005 - March 2007
Alpha Equity Research September 2004 - May 2005
OppenheimerFunds June 2004 - August 2004
Merrill Lynch September 2003 - November 2003
Skills
Fixed Income, Data Analysis, Microsoft Excel, Analysis, Financial Analysis, Bloomberg, Asset Allocation, High Yield Bonds, Bond Markets, Bond Pricing, Credit Rating, Credit Analysis, Financial Modeling, Bonds
Education
Boston College - Carroll School of Management 2007 — 2010
Master of Business Administration (MBA)
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2005
Bachelor of Science (B.S.), Economics
Loomis, Sayles & Company June 2010 - Present
Loomis, Sayles & Company June 2009 - June 2010
Loomis, Sayles & Company April 2007 - June 2009
Wachovia Bank, NA July 2005 - March 2007
Alpha Equity Research September 2004 - May 2005
OppenheimerFunds June 2004 - August 2004
Merrill Lynch September 2003 - November 2003
Skills
Fixed Income, Data Analysis, Microsoft Excel, Analysis, Financial Analysis, Bloomberg, Asset Allocation, High Yield Bonds, Bond Markets, Bond Pricing, Credit Rating, Credit Analysis, Financial Modeling, Bonds
Education
Boston College - Carroll School of Management 2007 — 2010
Master of Business Administration (MBA)
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2005
Bachelor of Science (B.S.), Economics
Alvin Wallace Alvin Wallace's Wachovia Bank NA Experience October 1996 - January 1999
Job AVP, Virtual Channels Group Compliance Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2012 - Present
Wells Fargo September 2006 - December 2012
Wells Fargo September 2005 - September 2006
Vanguard March 1999 - June 2005
YMCA 2000 - 2000
Wachovia Bank, NA October 1996 - January 1999
Education
North Carolina A&T State University 1983 — 1987
Bachelor of Arts (B.A.), Computer and Information Sciences, General
West Charlotte Senior High School 1979 — 1983
Diploma, General Studies
Wells Fargo December 2012 - Present
Wells Fargo September 2006 - December 2012
Wells Fargo September 2005 - September 2006
Vanguard March 1999 - June 2005
YMCA 2000 - 2000
Wachovia Bank, NA October 1996 - January 1999
Education
North Carolina A&T State University 1983 — 1987
Bachelor of Arts (B.A.), Computer and Information Sciences, General
West Charlotte Senior High School 1979 — 1983
Diploma, General Studies
Quentin N. Scott Quentin N. Scott's Wachovia Bank NA Experience May 2005 - March 2007
Job Contract Business Management at State of Maryland
Industry Consumer Goods
Experience
State of Maryland June 2012 - Present
Stanley Black & Decker , Inc. August 2011 - December 2012
WILMER EYE INSTITUTE February 2011 - August 2011
MedStar Health July 2009 - February 2011
SOCIAL SOLUTIONS,INC January 2009 - March 2009
Spherion, Inc August 2008 - December 2008
Glotel, Inc March 2007 - March 2008
WACHOVIA BANK, NA May 2005 - March 2007
TELECOMMUNICATION SYSTEMS, INC August 2001 - February 2005
AEROTEK, INC March 1998 - May 2001
Skills
Accounts Receivable, Account Reconciliation, Collections, Financial Analysis, Billing Systems, Credit Risk, Management, Operations Management, Invoicing, Customer Service, Team Leadership, Analysis, Microsoft Excel, Team Building, Public Speaking, Microsoft Word, Forecasting, Data Analysis, Policy, Preaching, Pastoral Care, Biblical Teaching, Account Management, Telecommunications..., Billing Process, Credit, Financial Statements, Microsoft Office, Coaching, Access, PeopleSoft, Vlookup
Education
Howard University School of Business 2013 — 2013
Certificate, Executive Leadership for Ministers
Palmer Theological Seminary 2007 — 2012
Master's Degree, Divinity/Ministry
Coppin State University 1990 — 1994
Bachelor of Science (BS), Political Science and Government
State of Maryland June 2012 - Present
Stanley Black & Decker , Inc. August 2011 - December 2012
WILMER EYE INSTITUTE February 2011 - August 2011
MedStar Health July 2009 - February 2011
SOCIAL SOLUTIONS,INC January 2009 - March 2009
Spherion, Inc August 2008 - December 2008
Glotel, Inc March 2007 - March 2008
WACHOVIA BANK, NA May 2005 - March 2007
TELECOMMUNICATION SYSTEMS, INC August 2001 - February 2005
AEROTEK, INC March 1998 - May 2001
Skills
Accounts Receivable, Account Reconciliation, Collections, Financial Analysis, Billing Systems, Credit Risk, Management, Operations Management, Invoicing, Customer Service, Team Leadership, Analysis, Microsoft Excel, Team Building, Public Speaking, Microsoft Word, Forecasting, Data Analysis, Policy, Preaching, Pastoral Care, Biblical Teaching, Account Management, Telecommunications..., Billing Process, Credit, Financial Statements, Microsoft Office, Coaching, Access, PeopleSoft, Vlookup
Education
Howard University School of Business 2013 — 2013
Certificate, Executive Leadership for Ministers
Palmer Theological Seminary 2007 — 2012
Master's Degree, Divinity/Ministry
Coppin State University 1990 — 1994
Bachelor of Science (BS), Political Science and Government
Alia Bancey Alia Bancey's Wachovia Bank NA Experience October 2001 - September 2005
Job
Industry Legal Services
Experience
Arise Virtual Solutions Inc. August 2012 - December 2012
Supreme home health care August 2006 - January 2011
Wachovia Bank, NA October 2001 - September 2005
Education
Broward College
Persuit of Bachelor’s Degree, Business Supprvision and Management
Broward College
Associates Degree, Legal Assisting
Miami Dade Community College
Arise Virtual Solutions Inc. August 2012 - December 2012
Supreme home health care August 2006 - January 2011
Wachovia Bank, NA October 2001 - September 2005
Education
Broward College
Persuit of Bachelor’s Degree, Business Supprvision and Management
Broward College
Associates Degree, Legal Assisting
Miami Dade Community College
Brittney Byrd Brittney Byrd's Wachovia Bank NA Experience June 2000 - January 2003
Job Medical devices
Industry Medical Devices
Experience
Biomet 3i July 2013 - Present
Automatic Data Processing, ADP April 2007 - May 2013
Children's Dentistry August 2004 - April 2007
Wachovia Bank, NA June 2000 - January 2003
Skills
ADP Payroll, Marketing, Insurance, Selling, Sales Operations, Human Resources, Recruiting, Outlook, Payroll, Salesforce.com, Benefits Administration, Cold Calling, Employee Benefits, Training, Accounting, Sales, Analysis
Education
Kennesaw State University 1999 — 2004
Bachelor of Arts (B.A.), Spanish Language and Literature
NCHS 1995 — 1998
Collge prep
Biomet 3i July 2013 - Present
Automatic Data Processing, ADP April 2007 - May 2013
Children's Dentistry August 2004 - April 2007
Wachovia Bank, NA June 2000 - January 2003
Skills
ADP Payroll, Marketing, Insurance, Selling, Sales Operations, Human Resources, Recruiting, Outlook, Payroll, Salesforce.com, Benefits Administration, Cold Calling, Employee Benefits, Training, Accounting, Sales, Analysis
Education
Kennesaw State University 1999 — 2004
Bachelor of Arts (B.A.), Spanish Language and Literature
NCHS 1995 — 1998
Collge prep
Arthur Chavez Arthur Chavez's Wachovia Bank NA Experience July 2008 - September 2010
Job Aspiring Accountant
Industry Accounting
Experience
Wachovia Bank NA July 2008 - September 2010
Cascade Nut and Bolt November 2007 - May 2008
AeroTek September 2006 - September 2007
Port Plastic October 2004 - August 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Math (including some..., Familiarity with GAAP, Familiarity with GAAS, Team Work and..., OpenOffice, 55 WPM, 4000 KPH 10-key, Previous First Aid..., Conflict Management, Accounting, Teamwork, Sales, Management, Coaching, Banking, Data Entry, Time Management
Education
Western Oregon University 2012 — 2014
Bachelor's degree, Business with focus on accounting
Chemeketa Community College 2012 — 2014
Associate of Arts (A.A.), Oregon Transfer
University of Phoenix 2010 — 2012
Transfered to CCC
Wachovia Bank NA July 2008 - September 2010
Cascade Nut and Bolt November 2007 - May 2008
AeroTek September 2006 - September 2007
Port Plastic October 2004 - August 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Math (including some..., Familiarity with GAAP, Familiarity with GAAS, Team Work and..., OpenOffice, 55 WPM, 4000 KPH 10-key, Previous First Aid..., Conflict Management, Accounting, Teamwork, Sales, Management, Coaching, Banking, Data Entry, Time Management
Education
Western Oregon University 2012 — 2014
Bachelor's degree, Business with focus on accounting
Chemeketa Community College 2012 — 2014
Associate of Arts (A.A.), Oregon Transfer
University of Phoenix 2010 — 2012
Transfered to CCC
Martin Maola Martin Maola's Wachovia Bank NA Experience September 2007 - December 2007
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Allscripts June 2015 - August 2015
Credit Suisse October 2014 - June 2015
Genworth Financial November 2013 - January 2014
American Institute of Certified Public Accounts April 2013 - May 2013
Global Knowledge Training June 2008 - June 2010
Wachovia Bank, NA September 2007 - December 2007
CARQUEST September 2006 - May 2007
University of North Carolina at Chapel Hill January 2006 - March 2006
Alsco Metals August 2005 - August 2005
State of Kentucky December 2004 - June 2005
Skills
Access, Microsoft Excel, Microsoft Word, Visual Basic, Outlook, FoxPro, Microsoft Office, Project Management, Management, Strategic Planning, Customer Service
Education
Moraine Valley Community College 1982 — 1983
Associate of Arts and Sciences (A.A.S.), Data Processing, 2.975
Valparaiso University 1976 — 1980
Bachelor of Arts (B.A.), Journalism, 2.975
Carl Sandburg High School 1972 — 1976
High School Diploma, College Prep
Allscripts June 2015 - August 2015
Credit Suisse October 2014 - June 2015
Genworth Financial November 2013 - January 2014
American Institute of Certified Public Accounts April 2013 - May 2013
Global Knowledge Training June 2008 - June 2010
Wachovia Bank, NA September 2007 - December 2007
CARQUEST September 2006 - May 2007
University of North Carolina at Chapel Hill January 2006 - March 2006
Alsco Metals August 2005 - August 2005
State of Kentucky December 2004 - June 2005
Skills
Access, Microsoft Excel, Microsoft Word, Visual Basic, Outlook, FoxPro, Microsoft Office, Project Management, Management, Strategic Planning, Customer Service
Education
Moraine Valley Community College 1982 — 1983
Associate of Arts and Sciences (A.A.S.), Data Processing, 2.975
Valparaiso University 1976 — 1980
Bachelor of Arts (B.A.), Journalism, 2.975
Carl Sandburg High School 1972 — 1976
High School Diploma, College Prep
Janet Paige's Wachovia Bank NA Experience June 2004 - December 2005
Job Entrepreneur & Experienced Corporate Banking Professional
Industry Banking
Experience
Janet Leigh Jewelry September 2009 - Present
Wells Fargo July 2009 - May 2012
Wachovia Securities March 2009 - June 2009
Wachovia Securities, LLC January 2006 - February 2009
Wachovia Bank, NA June 2004 - December 2005
Skills
Financial Modeling, Financial Analysis, Credit Analysis, Portfolio Management, Valuation, Finance, Investment Banking, Credit Risk, Entrepreneurship, Forecasting, Relationship Management, Underwriting
Education
Hampton University 2000 — 2004
Bachelor of Science, Finance
Janet Leigh Jewelry September 2009 - Present
Wells Fargo July 2009 - May 2012
Wachovia Securities March 2009 - June 2009
Wachovia Securities, LLC January 2006 - February 2009
Wachovia Bank, NA June 2004 - December 2005
Skills
Financial Modeling, Financial Analysis, Credit Analysis, Portfolio Management, Valuation, Finance, Investment Banking, Credit Risk, Entrepreneurship, Forecasting, Relationship Management, Underwriting
Education
Hampton University 2000 — 2004
Bachelor of Science, Finance
Mairolys Oceguera's Wachovia Bank NA Experience May 2006 - November 2009
Job Credit Analyst
Industry Banking
Experience
TotalBank August 2015 - Present
TotalBank December 2012 - 2015
TotalBank November 2011 - December 2012
SunTrust Bank November 2009 - November 2011
Wachovia Bank NA May 2006 - November 2009
Skills
Management, Sales, Finance, Customer Satisfaction, Banking, Leadership, Customer Service, Loans, Team Building, Credit Analysis, Consumer Lending, Portfolio Management, Retail Banking, Commercial Banking
Education
Florida International University 2013 — 2015
Master of Business Administration (M.B.A.), Corporate MBA
Florida International University 2008 — 2012
Bachelor's Degree, Finance
Miami Dade College
Associate, Arts
TotalBank August 2015 - Present
TotalBank December 2012 - 2015
TotalBank November 2011 - December 2012
SunTrust Bank November 2009 - November 2011
Wachovia Bank NA May 2006 - November 2009
Skills
Management, Sales, Finance, Customer Satisfaction, Banking, Leadership, Customer Service, Loans, Team Building, Credit Analysis, Consumer Lending, Portfolio Management, Retail Banking, Commercial Banking
Education
Florida International University 2013 — 2015
Master of Business Administration (M.B.A.), Corporate MBA
Florida International University 2008 — 2012
Bachelor's Degree, Finance
Miami Dade College
Associate, Arts
Fran Kibelbek's Wachovia Bank NA Experience 1999 - 2008
Job Project Management Consultant at North Highland
Industry Banking
Experience
North Highland June 2015 - Present
Bank of Commerce October 2012 - December 2014
Crossroads Credit and Portfolio Management 2011 - 2013
Fifth Third Bank 2008 - 2011
Wachovia Bank, NA 1999 - 2008
Wachovia Bank 2003 - 2005
Wachovia Bank January 1999 - January 2003
Skills
Credit, Banking, Underwriting, Cash Management, Compliance, human resources, Sales Management, Sales Process, Loans, Portfolio Management, Management, Mortgage Lending, Human Resources, Finance, Risk Management, Leadership, Retail Banking, Training, Recruiting, Financial Services, Credit Analysis, Process Improvement, Commercial Banking, Business Development, Strategic Planning, Consumer Lending, Investments, Financial Risk, Commercial Lending, Lines Of Credit, Relationship Management, Sales, Mergers & Acquisitions, Mortgage Banking, New Business Development, Customer Retention, Asset Management, Executive Management, Credit Risk, Financial Analysis, Team Management, Contract Negotiation, Commercial Mortgages, Insurance, Sourcing, Strategic Financial..., Loan Origination, Credit Cards, Asset Based Lending, Small Business Lending
Education
Barry University 1997 — 1999
Masters of Science
University of South Florida 1992 — 1996
Bachelor of Arts
North Highland June 2015 - Present
Bank of Commerce October 2012 - December 2014
Crossroads Credit and Portfolio Management 2011 - 2013
Fifth Third Bank 2008 - 2011
Wachovia Bank, NA 1999 - 2008
Wachovia Bank 2003 - 2005
Wachovia Bank January 1999 - January 2003
Skills
Credit, Banking, Underwriting, Cash Management, Compliance, human resources, Sales Management, Sales Process, Loans, Portfolio Management, Management, Mortgage Lending, Human Resources, Finance, Risk Management, Leadership, Retail Banking, Training, Recruiting, Financial Services, Credit Analysis, Process Improvement, Commercial Banking, Business Development, Strategic Planning, Consumer Lending, Investments, Financial Risk, Commercial Lending, Lines Of Credit, Relationship Management, Sales, Mergers & Acquisitions, Mortgage Banking, New Business Development, Customer Retention, Asset Management, Executive Management, Credit Risk, Financial Analysis, Team Management, Contract Negotiation, Commercial Mortgages, Insurance, Sourcing, Strategic Financial..., Loan Origination, Credit Cards, Asset Based Lending, Small Business Lending
Education
Barry University 1997 — 1999
Masters of Science
University of South Florida 1992 — 1996
Bachelor of Arts
Horace Jennings Horace Jennings's Wachovia Bank NA Experience 1996 - 2001
Job VP Finance and Administration at Stony Point
Industry Venture Capital & Private Equity
Experience
Stony Point Group August 2007 - Present
Wells Fargo Bank 2004 - 2007
Mirant Corporation 2001 - 2004
Wachovia Bank, NA 1996 - 2001
US Department of Commerce 1990 - 1995
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Mergers, Due Diligence, Valuation, Portfolio Management, Banking, Credit Analysis, Capital Markets, Risk Management
Education
University of South Carolina - The Moore School of Business 1988 — 1990
Master's degree, International Business Studies
Davidson College 1983 — 1986
Bachelor of Arts (B.A.), Economics
Stony Point Group August 2007 - Present
Wells Fargo Bank 2004 - 2007
Mirant Corporation 2001 - 2004
Wachovia Bank, NA 1996 - 2001
US Department of Commerce 1990 - 1995
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Mergers, Due Diligence, Valuation, Portfolio Management, Banking, Credit Analysis, Capital Markets, Risk Management
Education
University of South Carolina - The Moore School of Business 1988 — 1990
Master's degree, International Business Studies
Davidson College 1983 — 1986
Bachelor of Arts (B.A.), Economics
Michael McNally Michael McNally's Wachovia Bank NA Experience August 2005 - March 2006
Job Executive Vice President at Spartanburg Area Chamber of Commerce
Industry Nonprofit Organization Management
Experience
Spartanburg Area Chamber of Commerce December 2014 - Present
Catawba County Economic Development Corp. January 2014 - December 2014
Burke County Chamber of Commerce October 2009 - December 2013
Catawba County Chamber of Commerce April 2006 - September 2009
Wachovia Bank, NA August 2005 - March 2006
Bank of America January 2002 - August 2005
Skills
Chambers of Commerce, Non-profit Leadership, Strategic Planning, Economic Development, Community Development, Governmental Affairs, Public Relations, Marketing Strategy, Small Business Marketing, Manage Client..., Workforce Development, Non-profit Board..., Budgets, Leadership Development, Public Speaking, Association Management, Volunteer Management, Community Outreach, Entrepreneurship..., Team Building, Strategic Partnerships, Local Government, Management, Nonprofits, Leadership, Policy, Marketing
Education
East Carolina University 1999 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General
East Carolina University 1995 — 1999
Bachelor's Degree, Business Administration
Spartanburg Area Chamber of Commerce December 2014 - Present
Catawba County Economic Development Corp. January 2014 - December 2014
Burke County Chamber of Commerce October 2009 - December 2013
Catawba County Chamber of Commerce April 2006 - September 2009
Wachovia Bank, NA August 2005 - March 2006
Bank of America January 2002 - August 2005
Skills
Chambers of Commerce, Non-profit Leadership, Strategic Planning, Economic Development, Community Development, Governmental Affairs, Public Relations, Marketing Strategy, Small Business Marketing, Manage Client..., Workforce Development, Non-profit Board..., Budgets, Leadership Development, Public Speaking, Association Management, Volunteer Management, Community Outreach, Entrepreneurship..., Team Building, Strategic Partnerships, Local Government, Management, Nonprofits, Leadership, Policy, Marketing
Education
East Carolina University 1999 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General
East Carolina University 1995 — 1999
Bachelor's Degree, Business Administration
Andre White Andre White's Wachovia Bank NA Experience February 2007 - March 2008
Job
Industry Financial Services
Experience
Deloitte January 2014 - Present
Consumer Financial Protection Bureau August 2011 - January 2014
FDIC November 2010 - August 2011
JP Morgan Chase March 2008 - November 2010
Wachovia Bank NA February 2007 - March 2008
Wachovia Bank NA January 2005 - February 2007
Wachovia Bank NA June 2003 - December 2004
Skills
Banking, Credit, Leadership, Training, Finance, Management, Credit Risk, Loans, Portfolio Management, Analysis, Underwriting, Retail Banking, Risk Management, Real Estate, Budgets, Commercial Lending, Mergers & Acquisitions, Mortgage Lending, Financial Analysis, Consumer Lending, Negotiation, Credit Analysis
Education
University of Florida - Warrington College of Business Administration 2004 — 2005
MBA, Entreprenuership
Florida State University - College of Business 2000 — 2003
BA, Finance and Multinational Business Operations
Deloitte January 2014 - Present
Consumer Financial Protection Bureau August 2011 - January 2014
FDIC November 2010 - August 2011
JP Morgan Chase March 2008 - November 2010
Wachovia Bank NA February 2007 - March 2008
Wachovia Bank NA January 2005 - February 2007
Wachovia Bank NA June 2003 - December 2004
Skills
Banking, Credit, Leadership, Training, Finance, Management, Credit Risk, Loans, Portfolio Management, Analysis, Underwriting, Retail Banking, Risk Management, Real Estate, Budgets, Commercial Lending, Mergers & Acquisitions, Mortgage Lending, Financial Analysis, Consumer Lending, Negotiation, Credit Analysis
Education
University of Florida - Warrington College of Business Administration 2004 — 2005
MBA, Entreprenuership
Florida State University - College of Business 2000 — 2003
BA, Finance and Multinational Business Operations
raymar rodriguez raymar rodriguez's Wachovia Bank NA Experience August 1998 - September 2010
Job sales at florida export packers,inc
Industry Logistics and Supply Chain
Experience
florida export packers,inc 2010 - Present
wachovia bank na August 1998 - September 2010
Skills
Banking, Freight, Sales, Leadership, Business Development, Export, Supply Chain Management, Ocean, Finance, Negotiation, Petroleum, New Business Development, Sales Management, Small Business, Financial Analysis, Operations Management, Warehousing, Logistics, Budgets, Customer Service, Credit, 3PL, Account Management, Freight Forwarding, Microsoft Excel, Investments, Shipping
Education
Florida International University 2000 — 2001
master, finance
Miami Dade College
currently an Adjunct Finance Professor
florida export packers,inc 2010 - Present
wachovia bank na August 1998 - September 2010
Skills
Banking, Freight, Sales, Leadership, Business Development, Export, Supply Chain Management, Ocean, Finance, Negotiation, Petroleum, New Business Development, Sales Management, Small Business, Financial Analysis, Operations Management, Warehousing, Logistics, Budgets, Customer Service, Credit, 3PL, Account Management, Freight Forwarding, Microsoft Excel, Investments, Shipping
Education
Florida International University 2000 — 2001
master, finance
Miami Dade College
currently an Adjunct Finance Professor
Cory Jackson Cory Jackson's Wachovia Bank NA Experience February 2002 - November 2007
Job Community Development VP/ BB&T
Industry Banking
Experience
Mercer University/ Stetson School of Business August 2013 - Present
Sandy Springs /Perimeter Chamber of Commerce January 2010 - Present
BB&T June 2015 - Present
Fidelity Bank March 2013 - June 2015
PNC August 2008 - March 2013
Washington Mutual November 2007 - August 2008
Wachovia Bank NA February 2002 - November 2007
Skills
Banking, Credit, Mortgage Lending, Leadership, Financial Services, Loans, Small Business Lending, Account Management, Credit Analysis, Commercial Lending, Lines Of Credit, Commercial Banking
Education
Mercer University 2007 — 2009
MBA, International Business
Georgia Southern University 1995 — 1999
BS, Political Science
Mercer University/ Stetson School of Business August 2013 - Present
Sandy Springs /Perimeter Chamber of Commerce January 2010 - Present
BB&T June 2015 - Present
Fidelity Bank March 2013 - June 2015
PNC August 2008 - March 2013
Washington Mutual November 2007 - August 2008
Wachovia Bank NA February 2002 - November 2007
Skills
Banking, Credit, Mortgage Lending, Leadership, Financial Services, Loans, Small Business Lending, Account Management, Credit Analysis, Commercial Lending, Lines Of Credit, Commercial Banking
Education
Mercer University 2007 — 2009
MBA, International Business
Georgia Southern University 1995 — 1999
BS, Political Science
Lisa Moorehead's Wachovia Bank NA Experience 2004 - 2005
Job Legal | Client Service & Relations | Communicating | Project Management | Negotiating & Problem Resolution
Industry Financial Services
Experience
U.S. Bank 2005 - Present
Wachovia Bank NA 2004 - 2005
Synergy Legal Professionals 2003 - 2004
Crosland 2002 - 2003
Self-Directed & Independent 2000 - 2002
Kennedy Covington Law Firm 1998 - 2000
Skills
Written Communication, Presenting & Public..., Project Management, Relationship Management, Small Event Coordination, Problem Solving, Research, Analysis, Account Management, Coaching & Training, Fundraising, Negotiation, Due Diligence, Microsoft Excel, Leadership, Risk Management, Management, Microsoft Office, Customer Service, Banking, Legal Writing, Public Speaking, Strategic Planning
Education
University of Chicago Law School 1988 — 1991
Doctor of Law (JD)
Knox College 1982 — 1986
Bachelor of Arts (BA), Political Science and Government, cum laude
U.S. Bank 2005 - Present
Wachovia Bank NA 2004 - 2005
Synergy Legal Professionals 2003 - 2004
Crosland 2002 - 2003
Self-Directed & Independent 2000 - 2002
Kennedy Covington Law Firm 1998 - 2000
Skills
Written Communication, Presenting & Public..., Project Management, Relationship Management, Small Event Coordination, Problem Solving, Research, Analysis, Account Management, Coaching & Training, Fundraising, Negotiation, Due Diligence, Microsoft Excel, Leadership, Risk Management, Management, Microsoft Office, Customer Service, Banking, Legal Writing, Public Speaking, Strategic Planning
Education
University of Chicago Law School 1988 — 1991
Doctor of Law (JD)
Knox College 1982 — 1986
Bachelor of Arts (BA), Political Science and Government, cum laude
Robbie O'Cain Robbie O'Cain's Wachovia Bank NA Experience September 2007 - January 2011
Job Brewmaster at Starr Hill Brewery
Industry Food & Beverages
Experience
Starr Hill Brewery January 2015 - Present
Starr Hill Brewery April 2014 - Present
Starr Hill Brewery October 2012 - March 2014
Starr Hill Brewery October 2011 - October 2012
Wachovia Bank NA September 2007 - January 2011
Biltmore Winery, Biltmore Company May 2006 - July 2006
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Teamwork, Brewing, Formulation, Fermentation, Team Leadership, Sensory Evaluation, Food Safety, Team Building, Quality Assurance, Management, Customer Service, Beer, Product Development, Process Improvement, Quality Control, Food, Marketing
Education
Siebel Institute of Technology 2011 — 2011
Master Brewer, Brewing Science
Hampden-Sydney College 2003 — 2007
B.S., Chemistry
Starr Hill Brewery January 2015 - Present
Starr Hill Brewery April 2014 - Present
Starr Hill Brewery October 2012 - March 2014
Starr Hill Brewery October 2011 - October 2012
Wachovia Bank NA September 2007 - January 2011
Biltmore Winery, Biltmore Company May 2006 - July 2006
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Teamwork, Brewing, Formulation, Fermentation, Team Leadership, Sensory Evaluation, Food Safety, Team Building, Quality Assurance, Management, Customer Service, Beer, Product Development, Process Improvement, Quality Control, Food, Marketing
Education
Siebel Institute of Technology 2011 — 2011
Master Brewer, Brewing Science
Hampden-Sydney College 2003 — 2007
B.S., Chemistry
Loretta Bell Loretta Bell's Wachovia Bank NA Experience 1994 - 2001
Job CBA at Regions Bank
Industry Banking
Experience
Regions Bank March 2012 - Present
Arthur State Bank January 2011 - February 2012
Miracle Hill Ministries October 2008 - September 2010
Greenville First Bank January 2001 - October 2008
Wachovia Bank NA 1994 - 2001
Education
Bob Jones University 1969 — 1971
2 years, Eductioan
Wade Hampton High School
Wade Hampton High School
Regions Bank March 2012 - Present
Arthur State Bank January 2011 - February 2012
Miracle Hill Ministries October 2008 - September 2010
Greenville First Bank January 2001 - October 2008
Wachovia Bank NA 1994 - 2001
Education
Bob Jones University 1969 — 1971
2 years, Eductioan
Wade Hampton High School
Wade Hampton High School
Michelle Knochel Michelle Knochel's Wachovia Bank NA Experience March 1987 - October 2010
Job Real Estate Wholesale Consultant and a Independent Leisure, Travel & Tourism Professional
Industry Real Estate
Experience
Semper Fi REI 2010 - 2014
Semper Fi REI 2010 - 2014
Semper Fi REI 2010 - 2014
Semper Fi REI 2010 - 2014
REEL TIME ENTERTAINMENT October 2007 - August 2011
Wachovia Bank NA March 1987 - October 2010
Skills
SDLC, Visio, Business Analysis, Management, Process Improvement, Access, Software Documentation, Project Planning, Time Management, Analysis, Project Management, Microsoft Excel, SharePoint, Leadership, Sales, Customer Service, Banking, Team Building, Microsoft Office
Education
Broward Community College 1993 — 1995
None, Accounting
Semper Fi REI 2010 - 2014
Semper Fi REI 2010 - 2014
Semper Fi REI 2010 - 2014
Semper Fi REI 2010 - 2014
REEL TIME ENTERTAINMENT October 2007 - August 2011
Wachovia Bank NA March 1987 - October 2010
Skills
SDLC, Visio, Business Analysis, Management, Process Improvement, Access, Software Documentation, Project Planning, Time Management, Analysis, Project Management, Microsoft Excel, SharePoint, Leadership, Sales, Customer Service, Banking, Team Building, Microsoft Office
Education
Broward Community College 1993 — 1995
None, Accounting
Janet Malkemes Janet Malkemes's Wachovia Bank NA Experience November 2001 - July 2006
Job Dean at Central Piedmont Community College
Industry Higher Education
Experience
Central Piedmont Community College April 2012 - Present
Central Piedmont Community College February 2009 - April 2012
American Freedom Association 2002 - 2010
Hunton & Williams August 2006 - December 2008
Wachovia Bank, NA November 2001 - July 2006
CSX Lines June 1999 - December 2000
Sea-Land Service, Inc. June 1995 - June 1999
US Department of State August 1980 - May 1995
Skills
Public Speaking, Research, Higher Education, Program Management, Marketing, Nonprofits, Strategic Planning, Non-profits, Editing, Fundraising, Leadership Development, Teaching, Community Outreach, Organizational..., Leadership, Program Development, Staff Development, Instructional Design, Grant Writing
Education
Georgetown University Law Center 1977 — 1980
JD, Law
Wesleyan University 1973 — 1977
BA with honors, College of Social Studies
Wyoming Seminary 1969 — 1973
diploma, high school
Central Piedmont Community College April 2012 - Present
Central Piedmont Community College February 2009 - April 2012
American Freedom Association 2002 - 2010
Hunton & Williams August 2006 - December 2008
Wachovia Bank, NA November 2001 - July 2006
CSX Lines June 1999 - December 2000
Sea-Land Service, Inc. June 1995 - June 1999
US Department of State August 1980 - May 1995
Skills
Public Speaking, Research, Higher Education, Program Management, Marketing, Nonprofits, Strategic Planning, Non-profits, Editing, Fundraising, Leadership Development, Teaching, Community Outreach, Organizational..., Leadership, Program Development, Staff Development, Instructional Design, Grant Writing
Education
Georgetown University Law Center 1977 — 1980
JD, Law
Wesleyan University 1973 — 1977
BA with honors, College of Social Studies
Wyoming Seminary 1969 — 1973
diploma, high school
James Koon III James Koon III's Wachovia Bank NA Experience July 2000 - November 2001
Job Office Coordinator at BreakThrough Physical Therapy
Industry Health, Wellness and Fitness
Experience
BreakThrough Physical Therapy (formerly Austin-Caputo Physical Therapy) September 2004 - November 2008
Wachovia Bank, NA July 2000 - November 2001
Olsten Staffing Services October 1999 - July 2000
City of Statesville November 1998 - October 1999
Pearle Vision Center October 1985 - September 1995
Education
East Carolina University 1995 — 1997
MPA, Health Care Management
East Carolina University - College of Business 1984 — 1987
BSBA, Human Resource Management
Ayden-
BreakThrough Physical Therapy (formerly Austin-Caputo Physical Therapy) September 2004 - November 2008
Wachovia Bank, NA July 2000 - November 2001
Olsten Staffing Services October 1999 - July 2000
City of Statesville November 1998 - October 1999
Pearle Vision Center October 1985 - September 1995
Education
East Carolina University 1995 — 1997
MPA, Health Care Management
East Carolina University - College of Business 1984 — 1987
BSBA, Human Resource Management
Ayden-
Vonnie D. Wright MBA Vonnie D. Wright MBA's Wachovia Bank NA Experience July 2004 - January 2007
Job Operations Supervisor Outbound at QVC
Industry Logistics and Supply Chain
Experience
QVC September 2014 - Present
StealthEnomics April 2012 - Present
Ship Shape Eco-Systems December 2013 - September 2014
Wells Fargo Financial April 2008 - October 2013
Wachovia January 2007 - February 2008
Wachovia Bank NA July 2004 - January 2007
Charlotte Mecklenburg Schools August 2002 - May 2006
Holland Chemicals INC June 2000 - August 2001
Ashland Inc, Valvoline, First Recovery April 1996 - December 1999
Ashland Inc April 1995 - April 1996
Skills
Project Management, Lead Generation, Team Building, Logistics Management, Operations Management, Organizational..., Customer Service, Coaching, Mentoring, Distribution Management, Forecasting, Strategic Planning, Process Re-Engineering, New Business Development, Inventory Management, Start-up Growth..., Empathy-Broad People..., Staff Management, Team Motivation, Administrative Support, Transferable Skill Set, Strong Competitor, Win Mentality, Entrepreneurial Skills, Management, Entrepreneurship, Business Process..., Lack Of Confidence, Training, Leadership Development, Logistics, Business Development, Strategy, Leadership, Sales Management, Sales, Security, Team Leadership, Human Resources, Advertising, Program Management, Customer Satisfaction, Process Improvement, Marketing, Cross-functional Team..., CRM, Budgets, Account Management, Direct Sales, Business Strategy
Education
American InterContinental University 2011 — 2012
MBA, Project Management and Operations Management, 3.67
Command & General Staff College 1992 — 1994
Advanced Military and Operational Studies
Norfolk State University 1975 — 1981
BS, Health & Physical Eduction
QVC September 2014 - Present
StealthEnomics April 2012 - Present
Ship Shape Eco-Systems December 2013 - September 2014
Wells Fargo Financial April 2008 - October 2013
Wachovia January 2007 - February 2008
Wachovia Bank NA July 2004 - January 2007
Charlotte Mecklenburg Schools August 2002 - May 2006
Holland Chemicals INC June 2000 - August 2001
Ashland Inc, Valvoline, First Recovery April 1996 - December 1999
Ashland Inc April 1995 - April 1996
Skills
Project Management, Lead Generation, Team Building, Logistics Management, Operations Management, Organizational..., Customer Service, Coaching, Mentoring, Distribution Management, Forecasting, Strategic Planning, Process Re-Engineering, New Business Development, Inventory Management, Start-up Growth..., Empathy-Broad People..., Staff Management, Team Motivation, Administrative Support, Transferable Skill Set, Strong Competitor, Win Mentality, Entrepreneurial Skills, Management, Entrepreneurship, Business Process..., Lack Of Confidence, Training, Leadership Development, Logistics, Business Development, Strategy, Leadership, Sales Management, Sales, Security, Team Leadership, Human Resources, Advertising, Program Management, Customer Satisfaction, Process Improvement, Marketing, Cross-functional Team..., CRM, Budgets, Account Management, Direct Sales, Business Strategy
Education
American InterContinental University 2011 — 2012
MBA, Project Management and Operations Management, 3.67
Command & General Staff College 1992 — 1994
Advanced Military and Operational Studies
Norfolk State University 1975 — 1981
BS, Health & Physical Eduction
Charles (Chuck) Underwood, CAMS, MBA Charles (Chuck) Underwood, CAMS, MBA's Wachovia Bank NA Experience September 2004 - January 2008
Job Compliance Officer AML Governance at TIAACREF
Industry Banking
Experience
TIAA-CREF December 2014 - Present
Wells Fargo & Company May 2011 - December 2014
Wachovia, A Wells Fargo Company January 2008 - May 2011
Wachovia Bank, NA September 2004 - January 2008
Wachovia Bank, NA 2002 - September 2004
Wachoiva Bank, NA 1996 - 2002
Wachovia Bank, NA 1992 - 1996
Wachovia Bank, NA August 1988 - 1992
US Treasury, OCC May 1983 - August 1988
Skills
Banking, Risk Management, Financial Risk, Governance, OFAC, Operational Risk, AML, Financial Services, Risk Assessment, Internal Audit, Regulations, Bank Secrecy Act, Loans, Portfolio Management, USA PATRIOT Act, Securities, Anti Money Laundering, Cross-functional Team..., Leadership, Teamwork
Education
Wake Forest University School of Business 1988 — 1992
MBA, Banking and Finance
Concord University 1980 — 1983
BS, Banking and Finance
TIAA-CREF December 2014 - Present
Wells Fargo & Company May 2011 - December 2014
Wachovia, A Wells Fargo Company January 2008 - May 2011
Wachovia Bank, NA September 2004 - January 2008
Wachovia Bank, NA 2002 - September 2004
Wachoiva Bank, NA 1996 - 2002
Wachovia Bank, NA 1992 - 1996
Wachovia Bank, NA August 1988 - 1992
US Treasury, OCC May 1983 - August 1988
Skills
Banking, Risk Management, Financial Risk, Governance, OFAC, Operational Risk, AML, Financial Services, Risk Assessment, Internal Audit, Regulations, Bank Secrecy Act, Loans, Portfolio Management, USA PATRIOT Act, Securities, Anti Money Laundering, Cross-functional Team..., Leadership, Teamwork
Education
Wake Forest University School of Business 1988 — 1992
MBA, Banking and Finance
Concord University 1980 — 1983
BS, Banking and Finance
Ryan Johns Ryan Johns's Wachovia Bank NA Experience August 2006 - February 2009
Job Named Account Manager at Neopost
Industry Business Supplies and Equipment
Experience
Neopost December 2014 - Present
Veracity Payment Solutions March 2013 - May 2014
PITNEY BOWES INC June 2004 - February 2013
WACHOVIA BANK, NA August 2006 - February 2009
PITNEY BOWES INC June 2004 - August 2006
Nielsen Media Research January 2001 - August 2004
UNITED STATES AIRFORCE July 1996 - July 2000
Skills
Sales Process, Selling, New Business Development, Sales Management, Business Development, Cross-functional Team..., Leadership, Strategic Partnerships, Solution Selling, Management, Cold Calling, Customer Retention, Strategy, Marketing Strategy, Sales, Strategic Planning, Sales Presentations, Negotiation, Marketing, Business Analysis, B2B, Sales Operations, Training, Lead Generation, Key Account Management, Contract Negotiation, Direct Sales, Account Management, Logistics, Salesforce.com, Six Sigma, Project Management, SaaS, CRM, Product Marketing, Competitive Analysis, Analysis, Customer Acquisition, Product Management, Business Process..., Consultative Selling, Financial Risk..., Customer Satisfaction, Six Sigma Greenbelt, National Account..., Social Media Marketing, Lean Management, IT Project & Program..., Enterprise Software, Mobile Communications
Education
Villanova University 2013 — 2013
Certificate, Lean Six Sigma
Villanova University 2012 — 2012
Six Sigma Greenbelt Certificate, Six Sigma
Cornell University 2011 — 2012
Certificate, Executive Leadership - Strategic Planning & Capital Budgeting
American InterContinental University 2009 — 2010
Bachelors Degree; BA, Marketing
Neopost December 2014 - Present
Veracity Payment Solutions March 2013 - May 2014
PITNEY BOWES INC June 2004 - February 2013
WACHOVIA BANK, NA August 2006 - February 2009
PITNEY BOWES INC June 2004 - August 2006
Nielsen Media Research January 2001 - August 2004
UNITED STATES AIRFORCE July 1996 - July 2000
Skills
Sales Process, Selling, New Business Development, Sales Management, Business Development, Cross-functional Team..., Leadership, Strategic Partnerships, Solution Selling, Management, Cold Calling, Customer Retention, Strategy, Marketing Strategy, Sales, Strategic Planning, Sales Presentations, Negotiation, Marketing, Business Analysis, B2B, Sales Operations, Training, Lead Generation, Key Account Management, Contract Negotiation, Direct Sales, Account Management, Logistics, Salesforce.com, Six Sigma, Project Management, SaaS, CRM, Product Marketing, Competitive Analysis, Analysis, Customer Acquisition, Product Management, Business Process..., Consultative Selling, Financial Risk..., Customer Satisfaction, Six Sigma Greenbelt, National Account..., Social Media Marketing, Lean Management, IT Project & Program..., Enterprise Software, Mobile Communications
Education
Villanova University 2013 — 2013
Certificate, Lean Six Sigma
Villanova University 2012 — 2012
Six Sigma Greenbelt Certificate, Six Sigma
Cornell University 2011 — 2012
Certificate, Executive Leadership - Strategic Planning & Capital Budgeting
American InterContinental University 2009 — 2010
Bachelors Degree; BA, Marketing
Manuel (Manny) Perez-Carrillo Manuel (Manny) Perez-Carrillo's Wachovia Bank NA Experience January 2008 - May 2009
Job Executive Vice President South Florida Division at Suntrust Bank Private Wealth Management
Industry Banking
Experience
Suntrust Bank - Private Wealth Management September 2011 - Present
Wells Fargo - Private Bank June 2009 - August 2011
Wachovia Bank NA January 2008 - May 2009
Wachovia Bank NA January 2006 - December 2007
Wachovia Bank NA February 2000 - December 2005
Wachovia Bank NA June 1988 - January 2000
Skills
Wealth Management, High Net Worth..., Strategic Financial..., Series 7, Investments, Wealth Management..., Estate Planning, Retirement Planning, Banking, Asset Managment, Investment Management, Private Banking
Education
Florida International University 1996 — 1997
Graduate Tax Studies, Taxation
Trinity International University 1990 — 1994
BS, Cum Laude, Business and Human Resources Management
Suntrust Bank - Private Wealth Management September 2011 - Present
Wells Fargo - Private Bank June 2009 - August 2011
Wachovia Bank NA January 2008 - May 2009
Wachovia Bank NA January 2006 - December 2007
Wachovia Bank NA February 2000 - December 2005
Wachovia Bank NA June 1988 - January 2000
Skills
Wealth Management, High Net Worth..., Strategic Financial..., Series 7, Investments, Wealth Management..., Estate Planning, Retirement Planning, Banking, Asset Managment, Investment Management, Private Banking
Education
Florida International University 1996 — 1997
Graduate Tax Studies, Taxation
Trinity International University 1990 — 1994
BS, Cum Laude, Business and Human Resources Management
Susan Willett Susan Willett's Wachovia Bank NA Experience September 1999 - March 2009
Job Director of Trust Services at Old North State Trust, LLC
Industry Financial Services
Experience
Old North State Trust, LLC April 2009 - Present
Wachovia Bank, NA September 1999 - March 2009
NC Office of the Commissioner of Banks September 1994 - October 1999
Skills
Estate Planning, Wealth Management, Investments, Portfolio Management, Wills, Strategic Financial..., Wealth, Trusts, Financial Analysis, Retirement Planning, Asset Management, Asset Allocation, Trust, Trust Services, Relationship Management, Building Relationships, Client Development, Manage Client..., Client Education, Client Presentation, Customer Service, Compliance, Consulting, New Business Development, Networking, Youth Ministry, Financial Advisory, Series 7, Investment Advisory, Financial Planning
Education
Campbell University 1989 — 1994
MBA, Trust Management
Old North State Trust, LLC April 2009 - Present
Wachovia Bank, NA September 1999 - March 2009
NC Office of the Commissioner of Banks September 1994 - October 1999
Skills
Estate Planning, Wealth Management, Investments, Portfolio Management, Wills, Strategic Financial..., Wealth, Trusts, Financial Analysis, Retirement Planning, Asset Management, Asset Allocation, Trust, Trust Services, Relationship Management, Building Relationships, Client Development, Manage Client..., Client Education, Client Presentation, Customer Service, Compliance, Consulting, New Business Development, Networking, Youth Ministry, Financial Advisory, Series 7, Investment Advisory, Financial Planning
Education
Campbell University 1989 — 1994
MBA, Trust Management
Harold McLeod III Harold McLeod III's Wachovia Bank NA Experience October 1999 - December 2001
Job Senior Vice President, Commercial Banking and Agribusiness Manager at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank September 2012 - Present
Citizens & Farmers Bank (C&F Bank) February 2010 - September 2012
Wachovia Bank, A Wells Fargo Company November 2004 - January 2010
SouthTrust Bank December 2001 - October 2004
Wachovia Bank, NA October 1999 - December 2001
Skills
Small Business, Retail, Banking, Risk Management, Strategic Planning, Financial Analysis, Commercial Lending, Small Business Lending, Loans, Commercial Banking, Credit, Sales Management
Education
Brenau University 1995 — 1999
MBA, Business
Wofford College 1984 — 1988
BA, Accounting
TASIS England 1981 — 1984
High School
SunTrust Bank September 2012 - Present
Citizens & Farmers Bank (C&F Bank) February 2010 - September 2012
Wachovia Bank, A Wells Fargo Company November 2004 - January 2010
SouthTrust Bank December 2001 - October 2004
Wachovia Bank, NA October 1999 - December 2001
Skills
Small Business, Retail, Banking, Risk Management, Strategic Planning, Financial Analysis, Commercial Lending, Small Business Lending, Loans, Commercial Banking, Credit, Sales Management
Education
Brenau University 1995 — 1999
MBA, Business
Wofford College 1984 — 1988
BA, Accounting
TASIS England 1981 — 1984
High School
Ken Waller's Wachovia Bank NA Experience February 1999 - March 2000
Job Vice President Portfolio Risk Officer, BB&T
Industry Banking
Experience
BB&T September 2013 - Present
North Atlanta Bank div of Shinhan Bank America November 2011 - September 2013
North Atlanta Bank, division of Shinhan Bank America February 2010 - November 2011
Commercial Lending Professional at N/A August 2009 - February 2010
Security Bank of North Fulton (SBNF) June 2007 - August 2009
Wachovia Bank April 2000 - March 2007
Wachovia Bank 1982 - 2006
Wachovia Bank, NA February 1999 - March 2000
Business Banker August 1994 - January 1999
Wachovia Bank, NA January 1992 - July 1994
Skills
Underwriting, Credit, Portfolio Management, Loans, Commercial Banking, Banking, Finance, Commercial Lending, Management, Cash Management, Risk Management, Lines Of Credit, Wealth Management, Credit Risk, Financial Risk, Financial Analysis, Real Estate, Business Development
Education
Georgia State University - J. Mack Robinson College of Business 1984 — 1987
Masters, Business Administration; Finance
University of Alabama 1977 — 1981
B S, Economics
Woodward Academy 1965 — 1977
College Preparatory, College Prep
BB&T September 2013 - Present
North Atlanta Bank div of Shinhan Bank America November 2011 - September 2013
North Atlanta Bank, division of Shinhan Bank America February 2010 - November 2011
Commercial Lending Professional at N/A August 2009 - February 2010
Security Bank of North Fulton (SBNF) June 2007 - August 2009
Wachovia Bank April 2000 - March 2007
Wachovia Bank 1982 - 2006
Wachovia Bank, NA February 1999 - March 2000
Business Banker August 1994 - January 1999
Wachovia Bank, NA January 1992 - July 1994
Skills
Underwriting, Credit, Portfolio Management, Loans, Commercial Banking, Banking, Finance, Commercial Lending, Management, Cash Management, Risk Management, Lines Of Credit, Wealth Management, Credit Risk, Financial Risk, Financial Analysis, Real Estate, Business Development
Education
Georgia State University - J. Mack Robinson College of Business 1984 — 1987
Masters, Business Administration; Finance
University of Alabama 1977 — 1981
B S, Economics
Woodward Academy 1965 — 1977
College Preparatory, College Prep
Deborah Bond, CSTE Deborah Bond, CSTE's Wachovia Bank NA Experience July 2006 - October 2010
Job Systems Quality Analyst 5 at Wells Fargo Advisors
Industry Computer Software
Experience
Wells Fargo Advisors June 2014 - Present
Wells Fargo- Technology Operations Group January 2014 - June 2014
SCOR November 2012 - December 2013
Wells Fargo Home Mortgage April 2011 - October 2012
TIAA-CREF January 2011 - April 2011
Wells Fargo Advisors, LLC September 2009 - October 2010
Wachovia Bank, NA July 2006 - October 2010
Wachovia March 2003 - May 2009
Wachovia, A Wells Fargo Company March 2003 - May 2009
Wachovia Bank March 2006 - December 2006
Skills
Project Management, Management, Business Requirements, Requirements Analysis, SDLC, Test Planning, Quality Center, Requirements Gathering, Business Analysis, Banking, Quality Assurance, Testing, Visio, System Testing, User Acceptance Testing, Leadership, Written & Oral..., Defect Tracking, Waterfall, SharePoint, Perl, Software Project..., Systems Analysis, Software Documentation, Test Management, Software Quality..., Regression Testing, Test Cases, Business Process..., Vendor Management, Agile Methodologies, Integration, PMO, Agile Project Management, Data Warehousing, PMP, Business Process, DB2, SQL, Resource Management, Oracle, Process Improvement, HP Quality Center
Education
Shaw University 1996 — 1998
BS, Business Management and Computer Science
Central Piedmont Community College 1982 — 1984
AS, Computer Science
Lexington Technical College 1971 — 1972
Diploma graduate, Nursing Science, 4.0
Western Kentucky University
Music Theory and Composition
Wells Fargo Advisors June 2014 - Present
Wells Fargo- Technology Operations Group January 2014 - June 2014
SCOR November 2012 - December 2013
Wells Fargo Home Mortgage April 2011 - October 2012
TIAA-CREF January 2011 - April 2011
Wells Fargo Advisors, LLC September 2009 - October 2010
Wachovia Bank, NA July 2006 - October 2010
Wachovia March 2003 - May 2009
Wachovia, A Wells Fargo Company March 2003 - May 2009
Wachovia Bank March 2006 - December 2006
Skills
Project Management, Management, Business Requirements, Requirements Analysis, SDLC, Test Planning, Quality Center, Requirements Gathering, Business Analysis, Banking, Quality Assurance, Testing, Visio, System Testing, User Acceptance Testing, Leadership, Written & Oral..., Defect Tracking, Waterfall, SharePoint, Perl, Software Project..., Systems Analysis, Software Documentation, Test Management, Software Quality..., Regression Testing, Test Cases, Business Process..., Vendor Management, Agile Methodologies, Integration, PMO, Agile Project Management, Data Warehousing, PMP, Business Process, DB2, SQL, Resource Management, Oracle, Process Improvement, HP Quality Center
Education
Shaw University 1996 — 1998
BS, Business Management and Computer Science
Central Piedmont Community College 1982 — 1984
AS, Computer Science
Lexington Technical College 1971 — 1972
Diploma graduate, Nursing Science, 4.0
Western Kentucky University
Music Theory and Composition
Bryant (Trell) Nix Bryant (Trell) Nix's Wachovia Bank NA Experience June 2006 - November 2008
Job Territory Sales Rep at Time Warner Cable
Industry Telecommunications
Experience
Time Warner Cable March 2011 - Present
Cox Communications December 2008 - March 2011
Wachovia Bank NA June 2006 - November 2008
Bray Way Insurance Agency April 2003 - May 2006
Skills
Business Development, Project Management, Sales Management, Financial Management..., Microsoft Office, Networking, Marketing, Direct Sales, Commercial Lending, Mortgage Banking, Investments, Office Management, Territory Management, Sales Force Development, Selling, Sales, Account Management, Cold Calling, Customer Service, Sales Operations, Team Building, Management, Customer Retention, B2B
Education
Averett University
Master of Business Administration (MBA), Business Administration and Management, General
Virginia Commonwealth University
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Time Warner Cable March 2011 - Present
Cox Communications December 2008 - March 2011
Wachovia Bank NA June 2006 - November 2008
Bray Way Insurance Agency April 2003 - May 2006
Skills
Business Development, Project Management, Sales Management, Financial Management..., Microsoft Office, Networking, Marketing, Direct Sales, Commercial Lending, Mortgage Banking, Investments, Office Management, Territory Management, Sales Force Development, Selling, Sales, Account Management, Cold Calling, Customer Service, Sales Operations, Team Building, Management, Customer Retention, B2B
Education
Averett University
Master of Business Administration (MBA), Business Administration and Management, General
Virginia Commonwealth University
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Tammy NeSmith Tammy NeSmith's Wachovia Bank NA Experience September 1997 - April 1999
Job Sr. Administrative Assistant
Industry Pharmaceuticals
Experience
Novartis Pharmaceuticals Corporation May 2001 - January 2012
Georgia Pacific Corporation April 1999 - December 2000
Wachovia Bank, NA September 1997 - April 1999
Insurance Industries Consultants May 1996 - June 1997
Prudential Healthcare Systems January 1995 - March 1996
Prudential Reinsurance Company September 1987 - December 1994
Skills
Oncology, Clinical Development, Lotus Notes, Administrative..., Regulatory Affairs, Word Processing..., Supervisory Experience, Pharmaceutical Industry, Sop, Invoicing, Outlook
Education
Essex County College 1985 — 1987
Business Administration and Management, General
Malcolm X Shabazz High School 1981 — 1985
Diploma, College Prep
Novartis Pharmaceuticals Corporation May 2001 - January 2012
Georgia Pacific Corporation April 1999 - December 2000
Wachovia Bank, NA September 1997 - April 1999
Insurance Industries Consultants May 1996 - June 1997
Prudential Healthcare Systems January 1995 - March 1996
Prudential Reinsurance Company September 1987 - December 1994
Skills
Oncology, Clinical Development, Lotus Notes, Administrative..., Regulatory Affairs, Word Processing..., Supervisory Experience, Pharmaceutical Industry, Sop, Invoicing, Outlook
Education
Essex County College 1985 — 1987
Business Administration and Management, General
Malcolm X Shabazz High School 1981 — 1985
Diploma, College Prep
Walt Joyce's Wachovia Bank NA Experience January 2000 - June 2006
Job Chief Technology Officer, Senior Vice President
Industry Financial Services
Experience
Yadkin Bank November 2009 - October 2014
Carolinas Agency - John Hancock October 2007 - October 2009
Wachovia Bank, NA January 2000 - June 2006
Wachovia 1985 - 2006
Wachovia/First Union 1985 - 2006
Wachovia Bank, NA December 1996 - January 2000
Wachovia Bank – Operational Services 1985 - 2000
Wachovia Bank, NA August 1985 - December 1996
US Army May 1977 - August 1985
Skills
Contract Negotiation, Vendor Management, Organizational..., Risk Management, Process Improvement, Disaster Recovery, Business Process, Financial Analysis, Analysis, Budgets, Team Leadership, Project Portfolio..., IT Management, Cross-functional Team..., Management, Executive Management, Business Analysis, Banking, IT Operations, Finance, Data Center, Security, Information Technology, Business Process..., Program Management, Customer Service, Coaching, Change Management, Team Building, Service Delivery, Project Management, Leadership, Negotiation, Financial Services, Investments, Logistics, Training, Strategic Planning, Insurance, Integration, Enterprise Architecture, Strategy, Mergers & Acquisitions, Organizational..., Operations Management, IT Strategy, System Administration, Marketing, Portfolio Management, Information Security
Education
University of Southern California 1981 — 1984
MS, Systems Management
Davidson College 1973 — 1977
BA, Political Science
Yadkin Bank November 2009 - October 2014
Carolinas Agency - John Hancock October 2007 - October 2009
Wachovia Bank, NA January 2000 - June 2006
Wachovia 1985 - 2006
Wachovia/First Union 1985 - 2006
Wachovia Bank, NA December 1996 - January 2000
Wachovia Bank – Operational Services 1985 - 2000
Wachovia Bank, NA August 1985 - December 1996
US Army May 1977 - August 1985
Skills
Contract Negotiation, Vendor Management, Organizational..., Risk Management, Process Improvement, Disaster Recovery, Business Process, Financial Analysis, Analysis, Budgets, Team Leadership, Project Portfolio..., IT Management, Cross-functional Team..., Management, Executive Management, Business Analysis, Banking, IT Operations, Finance, Data Center, Security, Information Technology, Business Process..., Program Management, Customer Service, Coaching, Change Management, Team Building, Service Delivery, Project Management, Leadership, Negotiation, Financial Services, Investments, Logistics, Training, Strategic Planning, Insurance, Integration, Enterprise Architecture, Strategy, Mergers & Acquisitions, Organizational..., Operations Management, IT Strategy, System Administration, Marketing, Portfolio Management, Information Security
Education
University of Southern California 1981 — 1984
MS, Systems Management
Davidson College 1973 — 1977
BA, Political Science
AIMEE MCDERMOTT AIMEE MCDERMOTT's Wachovia Bank NA Experience October 2003 - May 2005
Job PERSONAL BANKER at First Citizens Bank & Trust of South Carolina
Industry Financial Services
Experience
First Citizens Bank & Trust of South Carolina August 2007 - Present
Carolina First Bank May 2005 - August 2007
Wachovia Bank N.A October 2003 - May 2005
Skills
Loans, Credit, Consumer Lending, Mortgage Lending, Retail Banking, Lines Of Credit, Investments, Refinance, Cash Management, Residential Mortgages, Finance, Cross Selling, Retirement Planning, Credit Cards, Customer Service, Branch Banking
Education
Clemson University 2000 — 2003
Bachelor of Science (B.S.), Management/Human Resources
Tri-County Technical College 1998 — 2000
University transfer, University Transfer
First Citizens Bank & Trust of South Carolina August 2007 - Present
Carolina First Bank May 2005 - August 2007
Wachovia Bank N.A October 2003 - May 2005
Skills
Loans, Credit, Consumer Lending, Mortgage Lending, Retail Banking, Lines Of Credit, Investments, Refinance, Cash Management, Residential Mortgages, Finance, Cross Selling, Retirement Planning, Credit Cards, Customer Service, Branch Banking
Education
Clemson University 2000 — 2003
Bachelor of Science (B.S.), Management/Human Resources
Tri-County Technical College 1998 — 2000
University transfer, University Transfer
Joe Malazo's Wachovia Bank NA Experience February 2002 - February 2006
Job Retail & Business Banking Professional, Highly Motivated Entrepreneur
Industry Banking
Experience
InTouch Credit Union March 2015 - Present
Bedrock Insurance March 2011 - Present
TD Bank 2011 - 2014
D & J Insurance Agency LLC February 2006 - March 2011
Wachovia Bank NA February 2002 - February 2006
Wachovia Securities February 2002 - February 2006
Nationwide Insurance 1997 - 2002
Riggs Bank 1992 - 1997
Skills
Insurance, Financial Analysis, Management, Banking, Finance, Business Development, Team Building, Risk Management, Credit, Project Management, Customer Service, Business Analysis, Small Business, Loans, Commercial Lending, Mortgage Lending, Investments, Portfolio Management, Small Business Lending, Retail Banking, Credit Analysis, Sales, New Business Development, Entrepreneurship, Relationship Management, Consumer Lending
Education
Marymount University 1987 — 1990
BA, Business Economics
Northern Virginia Community College 1985 — 1987
AAS, Business Management
InTouch Credit Union March 2015 - Present
Bedrock Insurance March 2011 - Present
TD Bank 2011 - 2014
D & J Insurance Agency LLC February 2006 - March 2011
Wachovia Bank NA February 2002 - February 2006
Wachovia Securities February 2002 - February 2006
Nationwide Insurance 1997 - 2002
Riggs Bank 1992 - 1997
Skills
Insurance, Financial Analysis, Management, Banking, Finance, Business Development, Team Building, Risk Management, Credit, Project Management, Customer Service, Business Analysis, Small Business, Loans, Commercial Lending, Mortgage Lending, Investments, Portfolio Management, Small Business Lending, Retail Banking, Credit Analysis, Sales, New Business Development, Entrepreneurship, Relationship Management, Consumer Lending
Education
Marymount University 1987 — 1990
BA, Business Economics
Northern Virginia Community College 1985 — 1987
AAS, Business Management
Susan Mouw Susan Mouw's Wachovia Bank NA Experience 1995 - 2003
Job Owner at Pawsitively Simple Design
Industry Internet
Experience
Pawsitively Simple Design 2011 - Present
Wachovia Bank, NA 1995 - 2003
Computer Power, Inc. 1986 - 1996
Skills
Software Project..., Application Development, Database Design, Small Business, SEO, Website Development, Web Design, Social Networking, E-commerce, Facebook, Social Media, Web Marketing, Web Development, Online Marketing, Customer Service, Entrepreneurship, Public Relations, Team Leadership
Education
High Point University
Troy State University
Pawsitively Simple Design 2011 - Present
Wachovia Bank, NA 1995 - 2003
Computer Power, Inc. 1986 - 1996
Skills
Software Project..., Application Development, Database Design, Small Business, SEO, Website Development, Web Design, Social Networking, E-commerce, Facebook, Social Media, Web Marketing, Web Development, Online Marketing, Customer Service, Entrepreneurship, Public Relations, Team Leadership
Education
High Point University
Troy State University
Ryan Popwell Ryan Popwell's Wachovia Bank NA Experience July 2002 - March 2004
Job VP / Senior Analyst, Rabo AgriFinance
Industry Banking
Experience
Rabo AgriFinance January 2013 - Present
Altria Group Distribution Company March 2011 - April 2013
SunTrust Bank January 2008 - December 2010
BB&T March 2004 - January 2008
Wachovia Bank, NA July 2002 - March 2004
Skills
Loans, Credit Analysis, Credit, Commercial Banking, Banking, Consumer Lending, Underwriting, Small Business Lending, Commercial Lending, Retail Banking, Credit Risk, Portfolio Management, Financial Analysis, Cross Selling, Loan Origination, Wealth Management, Cash Management, Commercial Mortgages, Risk Management, Lines Of Credit, Investments, Finance, Relationship Management, Insurance
Education
Georgia Southwestern State University 1999 — 2001
Bachelor of Business Administration, Marketing, 3.8
Rabo AgriFinance January 2013 - Present
Altria Group Distribution Company March 2011 - April 2013
SunTrust Bank January 2008 - December 2010
BB&T March 2004 - January 2008
Wachovia Bank, NA July 2002 - March 2004
Skills
Loans, Credit Analysis, Credit, Commercial Banking, Banking, Consumer Lending, Underwriting, Small Business Lending, Commercial Lending, Retail Banking, Credit Risk, Portfolio Management, Financial Analysis, Cross Selling, Loan Origination, Wealth Management, Cash Management, Commercial Mortgages, Risk Management, Lines Of Credit, Investments, Finance, Relationship Management, Insurance
Education
Georgia Southwestern State University 1999 — 2001
Bachelor of Business Administration, Marketing, 3.8
Brett Paulsen Brett Paulsen's Wachovia Bank NA Experience September 2003 - October 2007
Job Managing Director NYLEX Benefits at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2011 - Present
Renaissance Benefit Advisors April 2010 - August 2011
Clark Consulting October 2007 - November 2009
Wachovia Bank, NA September 2003 - October 2007
The Todd Organization 2001 - 2003
Arthur Andersen 1999 - 2000
Skills
Retirement Planning, Relationship Management, Mutual Funds, Sales, Finance, Employee Benefits, Banking, 401k, Accounting, Financial Advisory, Insurance, Managerial Finance
Education
University of North Carolina at Greensboro 1998 — 2000
Masters, Accounting
North Carolina State University 1991 — 1996
Bachelors, Business Management
New York Life Insurance Company July 2011 - Present
Renaissance Benefit Advisors April 2010 - August 2011
Clark Consulting October 2007 - November 2009
Wachovia Bank, NA September 2003 - October 2007
The Todd Organization 2001 - 2003
Arthur Andersen 1999 - 2000
Skills
Retirement Planning, Relationship Management, Mutual Funds, Sales, Finance, Employee Benefits, Banking, 401k, Accounting, Financial Advisory, Insurance, Managerial Finance
Education
University of North Carolina at Greensboro 1998 — 2000
Masters, Accounting
North Carolina State University 1991 — 1996
Bachelors, Business Management
Charles Hathcock Charles Hathcock's Wachovia Bank NA Experience 2003 - 2007
Job Senior Systems Analyst at Ally Financial Inc.
Industry Information Technology and Services
Experience
Ally Financial Inc. March 2013 - Present
Carlisle & Gallagher Consulting Group 2011 - December 2012
Wells Fargo June 2009 - February 2011
Wachovia, A Wells Fargo Company 2007 - 2009
Wachovia Bank NA 2003 - 2007
First Union National Bank 1993 - 2002
Century Design 1993 - 1993
Skills
SDLC, Requirements Analysis, Internet Banking, Release Management, Business Analysis, Visio, Conversions, Business Requirements, Systems Analysis, Banking, Integration, Program Management, E-commerce, Team Leadership, Test Planning, Financial Services, Requirements Gathering, User Acceptance Testing, Quality Assurance, Change Management, Analysis, Testing, Cross-functional Team..., Software Development, Process Improvement, Project Management, Management, Vendor Management, Leadership, Business Process, Enterprise Software, PMO, Resource Management, Disaster Recovery, Project Planning, Software Project..., Business Intelligence, Project Portfolio..., PMP, Business Process..., IT Strategy, SharePoint, Consulting, Data Warehousing, Software Documentation
Education
University of North Carolina at Charlotte
Business Administration and Software & Information Systems
Central Piedmont Community College
Undergraduate, transfer program; UNCC
Stanley Community College
Ally Financial Inc. March 2013 - Present
Carlisle & Gallagher Consulting Group 2011 - December 2012
Wells Fargo June 2009 - February 2011
Wachovia, A Wells Fargo Company 2007 - 2009
Wachovia Bank NA 2003 - 2007
First Union National Bank 1993 - 2002
Century Design 1993 - 1993
Skills
SDLC, Requirements Analysis, Internet Banking, Release Management, Business Analysis, Visio, Conversions, Business Requirements, Systems Analysis, Banking, Integration, Program Management, E-commerce, Team Leadership, Test Planning, Financial Services, Requirements Gathering, User Acceptance Testing, Quality Assurance, Change Management, Analysis, Testing, Cross-functional Team..., Software Development, Process Improvement, Project Management, Management, Vendor Management, Leadership, Business Process, Enterprise Software, PMO, Resource Management, Disaster Recovery, Project Planning, Software Project..., Business Intelligence, Project Portfolio..., PMP, Business Process..., IT Strategy, SharePoint, Consulting, Data Warehousing, Software Documentation
Education
University of North Carolina at Charlotte
Business Administration and Software & Information Systems
Central Piedmont Community College
Undergraduate, transfer program; UNCC
Stanley Community College
Ed Mennona Ed Mennona's Wachovia Bank NA Experience June 1995 - September 1999
Job Credit Officer at Mutual of Omaha Bank
Industry Banking
Experience
Mutual of Omaha Bank June 2011 - Present
BBVA Compass December 2007 - June 2011
Bank of Commerce August 2005 - December 2007
First Community Bank, NA February 2004 - August 2005
First Commerce Bank September 1999 - February 2004
Wachovia Bank, NA June 1995 - September 1999
Skills
Commercial Lending, Commercial Banking, Credit, Banking, Underwriting, Small Business Lending, Credit Analysis, Loans, Credit Risk, Financial Analysis, Loan Origination, Lines Of Credit, Commercial Mortgages, Portfolio Management, Asset Based Lending
Education
Louisiana State University 2004 — 2006
Graduate School of Banking
University of North Carolina at Chapel Hill 1991 — 1995
BA, Economics
Mutual of Omaha Bank June 2011 - Present
BBVA Compass December 2007 - June 2011
Bank of Commerce August 2005 - December 2007
First Community Bank, NA February 2004 - August 2005
First Commerce Bank September 1999 - February 2004
Wachovia Bank, NA June 1995 - September 1999
Skills
Commercial Lending, Commercial Banking, Credit, Banking, Underwriting, Small Business Lending, Credit Analysis, Loans, Credit Risk, Financial Analysis, Loan Origination, Lines Of Credit, Commercial Mortgages, Portfolio Management, Asset Based Lending
Education
Louisiana State University 2004 — 2006
Graduate School of Banking
University of North Carolina at Chapel Hill 1991 — 1995
BA, Economics
Evan Medway Evan Medway's Wachovia Bank NA Experience January 2003 - November 2009
Job Vice President Senior Business Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2003 - Present
Wachovia, A Wells Fargo Company 2002 - Present
Wells Fargo Bank NA November 2009 - November 2011
Wachovia Bank NA January 2003 - November 2009
Skills
Credit, Loans, Sales, Commercial Banking, Commercial Lending, Small Business Lending, Banking, Credit Analysis, Loan Origination, Retail Banking, Relationship Management, Lines Of Credit, Cross Selling, Series 7, Treasury Management, Credit Risk, Commercial Mortgages, Series 63, Asset Based Lending, Finance, SBA, Branch Management
Education
Fairleigh Dickinson University
bs, economics
Wells Fargo January 2003 - Present
Wachovia, A Wells Fargo Company 2002 - Present
Wells Fargo Bank NA November 2009 - November 2011
Wachovia Bank NA January 2003 - November 2009
Skills
Credit, Loans, Sales, Commercial Banking, Commercial Lending, Small Business Lending, Banking, Credit Analysis, Loan Origination, Retail Banking, Relationship Management, Lines Of Credit, Cross Selling, Series 7, Treasury Management, Credit Risk, Commercial Mortgages, Series 63, Asset Based Lending, Finance, SBA, Branch Management
Education
Fairleigh Dickinson University
bs, economics
Bobby Cooksey Bobby Cooksey's Wachovia Bank NA Experience April 1996 - April 1999
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo August 2014 - August 2015
Fidelity Investments October 2005 - June 2014
Fidelity Investments July 2003 - October 2005
Fidelity Investments July 2000 - July 2003
Fidelity Investments October 1999 - July 2000
First Security Bank April 1999 - October 1999
Wachovia Bank, NA April 1996 - April 1999
US Marine Corps 1988 - 1992
Skills
Personal Financial..., Retirement Planning, Stocks, Mutual Funds, Presentation Skills, Financial Services, Term Life Insurance, Life & Health Insurance..., Series 7, Series 63, Series 66, Series 6, Microsoft Office, Investments, Banking, Financial Planning, Retirement, Sales
Education
Kennesaw State University
Bachelor of Business Administration (B.B.A.), Business Management
Utah State University
Bachelor of Science (B.S.), Applied Horticulture and Horticultural Business Services
Wells Fargo August 2014 - August 2015
Fidelity Investments October 2005 - June 2014
Fidelity Investments July 2003 - October 2005
Fidelity Investments July 2000 - July 2003
Fidelity Investments October 1999 - July 2000
First Security Bank April 1999 - October 1999
Wachovia Bank, NA April 1996 - April 1999
US Marine Corps 1988 - 1992
Skills
Personal Financial..., Retirement Planning, Stocks, Mutual Funds, Presentation Skills, Financial Services, Term Life Insurance, Life & Health Insurance..., Series 7, Series 63, Series 66, Series 6, Microsoft Office, Investments, Banking, Financial Planning, Retirement, Sales
Education
Kennesaw State University
Bachelor of Business Administration (B.B.A.), Business Management
Utah State University
Bachelor of Science (B.S.), Applied Horticulture and Horticultural Business Services
Melissa McBane Melissa McBane's Wachovia Bank NA Experience August 2002 - February 2005
Job Elon University Program Assistant for Political Science, Policy Studies, & Philosophy
Industry Higher Education
Experience
Elon University August 2015 - Present
Alamance County Board of Elections September 2013 - November 2014
ABSS-Highland September 2008 - September 2013
Town of Carrboro February 2005 - August 2008
Wachovia Bank, NA August 2002 - February 2005
Skills
Data Analysis, Public Relations, Customer Service, Leadership, Microsoft Office, Program Management, Microsoft Excel, Access, Analysis, Training, Staff Development, Public Speaking, Project Management, Change Management, Business Analysis, Management, Process Improvement, Team Leadership, PowerPoint, Strategic Planning, Nonprofits
Education
Keller Graduate School of Management of DeVry University 2005 — 2008
MBA, Business Administration/ HR
University of Phoenix 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Elon University August 2015 - Present
Alamance County Board of Elections September 2013 - November 2014
ABSS-Highland September 2008 - September 2013
Town of Carrboro February 2005 - August 2008
Wachovia Bank, NA August 2002 - February 2005
Skills
Data Analysis, Public Relations, Customer Service, Leadership, Microsoft Office, Program Management, Microsoft Excel, Access, Analysis, Training, Staff Development, Public Speaking, Project Management, Change Management, Business Analysis, Management, Process Improvement, Team Leadership, PowerPoint, Strategic Planning, Nonprofits
Education
Keller Graduate School of Management of DeVry University 2005 — 2008
MBA, Business Administration/ HR
University of Phoenix 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Maurizio Poles Maurizio Poles's Wachovia Bank NA Experience September 2003 - September 2009
Job Officer Senior Systems Engineer at Wells Fargo Wholesale and International Service Delivery
Industry Computer Hardware
Experience
Wells Fargo - Wholesale and International Service Delivery; AMG September 2003 - Present
Wachovia Bank NA September 2003 - September 2009
Evergreen Investments - Wachovia Bank NA September 2003 - September 2009
IBM Global Services @ Manulife Financials 2000 - 2003
Manulife Financials 2000 - 2003
Putnam Investments 1995 - 2000
Skills
Disaster Recovery, Active Directory, VMware, Servers, Data Center, Security, Troubleshooting, System Administration, Windows, Hardware, Virtualization, High Availability, Business Continuity, Technical Support, Solaris, Integration, SDLC
Education
Pink Elephant 2008 — 2008
ITIL Foundation v3, ITIL Foundation v3
Learning Tree International 2007 — 2007
Project Management: Skills for Success
Microtek 2006 — 2006
VMWare: VMWare Infrastructure
New England Institute of Technology 1990 — 1999
BA, CIS
Wells Fargo - Wholesale and International Service Delivery; AMG September 2003 - Present
Wachovia Bank NA September 2003 - September 2009
Evergreen Investments - Wachovia Bank NA September 2003 - September 2009
IBM Global Services @ Manulife Financials 2000 - 2003
Manulife Financials 2000 - 2003
Putnam Investments 1995 - 2000
Skills
Disaster Recovery, Active Directory, VMware, Servers, Data Center, Security, Troubleshooting, System Administration, Windows, Hardware, Virtualization, High Availability, Business Continuity, Technical Support, Solaris, Integration, SDLC
Education
Pink Elephant 2008 — 2008
ITIL Foundation v3, ITIL Foundation v3
Learning Tree International 2007 — 2007
Project Management: Skills for Success
Microtek 2006 — 2006
VMWare: VMWare Infrastructure
New England Institute of Technology 1990 — 1999
BA, CIS
Christopher Alba Christopher Alba's Wachovia Bank NA Experience April 2003 - December 2009
Job Small Business Territory Manager
Industry Security and Investigations
Experience
ADT July 2015 - Present
Alba and Sons Family Financial May 2015 - Present
Prudential Financial March 2010 - May 2015
Wachovia Bank. NA April 2003 - December 2009
Prudential Financial September 2001 - March 2003
Skills
Retirement, Retirement Planning, Mutual Funds, Investment Strategies, Alternative Investments, Banking, Variable Annuities, Term Life Insurance, Financial Planners, Long Term Care Insurance, Uniform Combined State..., Pensions, Credit, Mortgage Lending, Loans, Personal Financial..., Leadership, Relationship Management, Employee Benefits, Financial Services, Insurance, Finance, 401k, Investments, Wealth Management, Life Insurance, Portfolio Management, Financial Analysis, Management, Series 7, Series 63, Fixed Annuities, Financial Advisory, Asset Allocation, Microsoft Excel, Microsoft Office, Customer Service, Public Speaking
Education
Alvernia University 1997 — 2001
Bachelor of Arts (BA), Business Administration, Management and Operations
Council Rock High School 1994 — 1997
ADT July 2015 - Present
Alba and Sons Family Financial May 2015 - Present
Prudential Financial March 2010 - May 2015
Wachovia Bank. NA April 2003 - December 2009
Prudential Financial September 2001 - March 2003
Skills
Retirement, Retirement Planning, Mutual Funds, Investment Strategies, Alternative Investments, Banking, Variable Annuities, Term Life Insurance, Financial Planners, Long Term Care Insurance, Uniform Combined State..., Pensions, Credit, Mortgage Lending, Loans, Personal Financial..., Leadership, Relationship Management, Employee Benefits, Financial Services, Insurance, Finance, 401k, Investments, Wealth Management, Life Insurance, Portfolio Management, Financial Analysis, Management, Series 7, Series 63, Fixed Annuities, Financial Advisory, Asset Allocation, Microsoft Excel, Microsoft Office, Customer Service, Public Speaking
Education
Alvernia University 1997 — 2001
Bachelor of Arts (BA), Business Administration, Management and Operations
Council Rock High School 1994 — 1997
Susan Goines, ABR,RSPS,SFR,SRS Susan Goines, ABR,RSPS,SFR,SRS's Wachovia Bank NA Experience June 1975 - August 1979
Job Broker, REALTOR®, at Bluewater Real Estate
Industry Real Estate
Experience
Bluewater Real Estate March 2007 - Present
Carteret General Hospital January 1987 - Present
Wachovia Bank, NA June 1975 - August 1979
Wachovia Bank, NA 1973 - 1975
Skills
Foreclosures, Shortsales, ABR, Relocation, Short Sales, Real Estate, Retirement Homes, Seniors, Referrals, Buyer Representation, Listings, Sellers, First Time Home Buyers, New Home Sales, Home, Rentals, Investment Properties, Investors, Real Property, Real Estate Economics, SFR, Townhomes, Condos, Home Staging, Property, Resellers, Vacation Homes, Luxury, Relocation Buyers, Real Estate Transactions, Single Family Homes, Residential Homes, REO, 1031 Exchanges, Selling, New Homes, Buyers, Agents, Marketing, Property Management, Move Up Buyers, FHA, e-PRO, Council of Residential..., Waterfront, Second Home, Brokerage, National Association of..., Seller Representation, Buyer's Agent
Education
East Carolina University 1989 — 1991
BSN, Nursing
Carteret-Craven Community College 1983 — 1985
ADN (Associate's Degree RN, Registered Nursing
University of North Carolina at Chapel Hill 1968 — 1969
Certification, Dental Assistant-UNC Dental School
University of North Carolina at Greensboro 1966 — 1968
Biology
Bluewater Real Estate March 2007 - Present
Carteret General Hospital January 1987 - Present
Wachovia Bank, NA June 1975 - August 1979
Wachovia Bank, NA 1973 - 1975
Skills
Foreclosures, Shortsales, ABR, Relocation, Short Sales, Real Estate, Retirement Homes, Seniors, Referrals, Buyer Representation, Listings, Sellers, First Time Home Buyers, New Home Sales, Home, Rentals, Investment Properties, Investors, Real Property, Real Estate Economics, SFR, Townhomes, Condos, Home Staging, Property, Resellers, Vacation Homes, Luxury, Relocation Buyers, Real Estate Transactions, Single Family Homes, Residential Homes, REO, 1031 Exchanges, Selling, New Homes, Buyers, Agents, Marketing, Property Management, Move Up Buyers, FHA, e-PRO, Council of Residential..., Waterfront, Second Home, Brokerage, National Association of..., Seller Representation, Buyer's Agent
Education
East Carolina University 1989 — 1991
BSN, Nursing
Carteret-Craven Community College 1983 — 1985
ADN (Associate's Degree RN, Registered Nursing
University of North Carolina at Chapel Hill 1968 — 1969
Certification, Dental Assistant-UNC Dental School
University of North Carolina at Greensboro 1966 — 1968
Biology
Supriya Hegde's Wachovia Bank NA Experience January 2003 - January 2005
Job Creative Problem Solver and Process Improvement Advocate.
Industry Information Technology and Services
Experience
Visa July 2012 - Present
Fifth Third Bank October 2009 - April 2011
Grand Valley State University August 2007 - April 2009
Vanerum.Stelter May 2008 - August 2008
Wachovia Bank NA January 2003 - January 2005
Skills
Excel, Process Improvement, Problem Solving, Project Management, Customer Service, Microsoft Office, PowerPoint, Teamwork, Visual Basic, Visio, Documentation, Business Case..., Microsoft Excel, Data Analysis, Management, Software Documentation, Cross-functional Team..., Banking, Finance, Leadership, Business Analysis
Education
Stanford University 2015 — 2016
Stanford Certified Project Manager, Project Management
Grand Valley State University 2007 — 2009
MBA, General Management, 3.85
University of Mumbai
Bachelors in Engineering, Chemical
Visa July 2012 - Present
Fifth Third Bank October 2009 - April 2011
Grand Valley State University August 2007 - April 2009
Vanerum.Stelter May 2008 - August 2008
Wachovia Bank NA January 2003 - January 2005
Skills
Excel, Process Improvement, Problem Solving, Project Management, Customer Service, Microsoft Office, PowerPoint, Teamwork, Visual Basic, Visio, Documentation, Business Case..., Microsoft Excel, Data Analysis, Management, Software Documentation, Cross-functional Team..., Banking, Finance, Leadership, Business Analysis
Education
Stanford University 2015 — 2016
Stanford Certified Project Manager, Project Management
Grand Valley State University 2007 — 2009
MBA, General Management, 3.85
University of Mumbai
Bachelors in Engineering, Chemical
Gwendolyn Cartwright's Wachovia Bank NA Experience December 1999 - March 2001
Job Public Safety & Community Justice Professional
Industry Public Safety
Experience
US Federal Government November 2014 - Present
NC Department of Public Safety- Division of Community Corrections August 2013 - November 2014
The Cartwright Group April 2008 - June 2014
DC DEPARTMENT OF CORRECTIONS March 2009 - July 2010
CSOSA August 2005 - December 2008
UNITED ARTS COUNCIL February 2004 - April 2005
NC Institute of Political Leadership (IOPL) 2004 - 2004
THE PARTNERSHIP PROJECT May 2003 - September 2003
SUN TRUST BANK July 2001 - August 2003
Wachovia Bank NA December 1999 - March 2001
Skills
Grants, Grants Administration, Grant Review, Technical Writing, Proposal Writing, Report Writing, Grant Writing, Administrative Support, Research, Program Evaluation, Program Management, Program Development, Banking, Financial Reporting, Budget Management, Training & Development, Fundraising, Organizational..., Criminal Justice, Social Justice, Transition Planning, Substance Abuse..., Investigative Reporting, Investigations, Public Speaking, Public Relations, Campaign Management, Political Campaigns, Private Investigations, Leadership, Budgets, Employee Training, Policy, Government, Training, Case Management, Community Outreach, Policy Analysis, Public Policy, Team Building, Management Consulting, Career Counseling, Non-profit..., Strategy, Nonprofits, Emergency Management, Project Management
Education
Guilford Technical Community College 2009 — 2009
Certificate, Grant Writing Consulting
Duke University 2002 — 2004
Certification, Nonprofit Management
Guilford College 2001 — 2004
Bachelor of Administrative Science, Community Justice and Policy Studies; Organizational and Interpersonal Communication
US Federal Government November 2014 - Present
NC Department of Public Safety- Division of Community Corrections August 2013 - November 2014
The Cartwright Group April 2008 - June 2014
DC DEPARTMENT OF CORRECTIONS March 2009 - July 2010
CSOSA August 2005 - December 2008
UNITED ARTS COUNCIL February 2004 - April 2005
NC Institute of Political Leadership (IOPL) 2004 - 2004
THE PARTNERSHIP PROJECT May 2003 - September 2003
SUN TRUST BANK July 2001 - August 2003
Wachovia Bank NA December 1999 - March 2001
Skills
Grants, Grants Administration, Grant Review, Technical Writing, Proposal Writing, Report Writing, Grant Writing, Administrative Support, Research, Program Evaluation, Program Management, Program Development, Banking, Financial Reporting, Budget Management, Training & Development, Fundraising, Organizational..., Criminal Justice, Social Justice, Transition Planning, Substance Abuse..., Investigative Reporting, Investigations, Public Speaking, Public Relations, Campaign Management, Political Campaigns, Private Investigations, Leadership, Budgets, Employee Training, Policy, Government, Training, Case Management, Community Outreach, Policy Analysis, Public Policy, Team Building, Management Consulting, Career Counseling, Non-profit..., Strategy, Nonprofits, Emergency Management, Project Management
Education
Guilford Technical Community College 2009 — 2009
Certificate, Grant Writing Consulting
Duke University 2002 — 2004
Certification, Nonprofit Management
Guilford College 2001 — 2004
Bachelor of Administrative Science, Community Justice and Policy Studies; Organizational and Interpersonal Communication
Izzy Chinique Izzy Chinique's Wachovia Bank NA Experience January 2003 - March 2005
Job Training Officer at Ocean Bank
Industry Banking
Experience
Ocean Bank November 2011 - Present
Wells Fargo Bank NA March 2005 - December 2011
Wachovia Bank NA January 2003 - March 2005
Wachovia Bank January 2001 - December 2001
Skills
Exceptional knowledge..., Extensive communication..., Strong knowledge of..., Detail oriented,..., Able to learn and..., Outlook, Call Centers, Banking, Training, Program Management, Strategic Planning, English, Management, Coaching, Leadership, Recruiting, Microsoft Office, Human Resources, Leadership Development, Team Building, Adult Education, Sales, Spanish, Customer Service, Sales Management, Customer Satisfaction, Team Leadership, Performance Management, Business Analysis, Employee Relations, Employee Training, Time Management, Risk Management, Finance, Organizational..., Teamwork, Process Improvement, Analysis
Education
Miami Dade College 2010 — 2012
Associates in Arts, Business
American Senior High 1996 — 1997
High School Diploma
Florida Computer and Business
Ocean Bank November 2011 - Present
Wells Fargo Bank NA March 2005 - December 2011
Wachovia Bank NA January 2003 - March 2005
Wachovia Bank January 2001 - December 2001
Skills
Exceptional knowledge..., Extensive communication..., Strong knowledge of..., Detail oriented,..., Able to learn and..., Outlook, Call Centers, Banking, Training, Program Management, Strategic Planning, English, Management, Coaching, Leadership, Recruiting, Microsoft Office, Human Resources, Leadership Development, Team Building, Adult Education, Sales, Spanish, Customer Service, Sales Management, Customer Satisfaction, Team Leadership, Performance Management, Business Analysis, Employee Relations, Employee Training, Time Management, Risk Management, Finance, Organizational..., Teamwork, Process Improvement, Analysis
Education
Miami Dade College 2010 — 2012
Associates in Arts, Business
American Senior High 1996 — 1997
High School Diploma
Florida Computer and Business
Chris Musino Chris Musino's Wachovia Bank NA Experience December 2006 - August 2008
Job Relationship Manager Associate
Industry Financial Services
Experience
Citi September 2013 - Present
Med-Craft, Inc. October 2012 - September 2013
Raymond James & Associates October 2010 - February 2011
Wachovia Securities LLC September 2008 - September 2010
Wachovia Bank N.A December 2006 - August 2008
WheelsNext, Inc January 2003 - November 2006
Comprehensive Medical Staffing, Inc. / Comprehensive Medical Services, Inc June 1998 - January 2003
Skills
Sales, Management, Finance, Marketing, Building Relationships, Customer Retention, Business Relationship..., Banking, Customer Service, Customer Satisfaction, Sales Presentations, Microsoft Office, Interpersonal Skill, Team Leadership, Teamwork, Series 7, Series 63, Series 65
Education
Florida International University
Bachelors Degree, Finance
Miami Dade Community College
Associate Degree, Arts
Westminister Christian High School
Diploma
Citi September 2013 - Present
Med-Craft, Inc. October 2012 - September 2013
Raymond James & Associates October 2010 - February 2011
Wachovia Securities LLC September 2008 - September 2010
Wachovia Bank N.A December 2006 - August 2008
WheelsNext, Inc January 2003 - November 2006
Comprehensive Medical Staffing, Inc. / Comprehensive Medical Services, Inc June 1998 - January 2003
Skills
Sales, Management, Finance, Marketing, Building Relationships, Customer Retention, Business Relationship..., Banking, Customer Service, Customer Satisfaction, Sales Presentations, Microsoft Office, Interpersonal Skill, Team Leadership, Teamwork, Series 7, Series 63, Series 65
Education
Florida International University
Bachelors Degree, Finance
Miami Dade Community College
Associate Degree, Arts
Westminister Christian High School
Diploma
Susan Courvoisie Payan Susan Courvoisie Payan's Wachovia Bank NA Experience June 2005 - January 2006
Job Branch Support Specialist at Southcoast Community Bank
Industry Banking
Experience
Southcoast Community Bank March 2015 - Present
Harbor National Bank October 2009 - February 2015
Harbor National Bank January 2006 - October 2009
Wachovia Bank, NA June 2005 - January 2006
Skills
Depository Operations, Teller Operations, Branch Operation, Creative Problem Solving, Analysis, Analytical Techniques, Managerial Skills, Employee Training, OFAC, USA PATRIOT Act, BSA-AML, CIP, Internal Controls, Policy Writing, Procedure Implementation, Microsoft Excel, Microsoft Word, Auditing, Banking, Certificates of Deposit, Commercial Banking, Management, Retail Banking, General Ledger, Customer Service
Education
Webster University 2007 — 2009
Master of Arts, Human Resources Development
College of Charleston 1997 — 1999
BA, Biology, General
Southcoast Community Bank March 2015 - Present
Harbor National Bank October 2009 - February 2015
Harbor National Bank January 2006 - October 2009
Wachovia Bank, NA June 2005 - January 2006
Skills
Depository Operations, Teller Operations, Branch Operation, Creative Problem Solving, Analysis, Analytical Techniques, Managerial Skills, Employee Training, OFAC, USA PATRIOT Act, BSA-AML, CIP, Internal Controls, Policy Writing, Procedure Implementation, Microsoft Excel, Microsoft Word, Auditing, Banking, Certificates of Deposit, Commercial Banking, Management, Retail Banking, General Ledger, Customer Service
Education
Webster University 2007 — 2009
Master of Arts, Human Resources Development
College of Charleston 1997 — 1999
BA, Biology, General
Jeff Mayo Jeff Mayo's Wachovia Bank NA Experience 2002 - 2003
Job Thoughtful, Proven Leader Seeking Opportunities
Industry Paper & Forest Products
Experience
BTG Pactual 2014 - December 2014
Regions Financial Corporation 2003 - 2014
Wachovia Bank, NA 2002 - 2003
University of Georgia August 1998 - December 2001
Union Camp Corporation 1991 - 1994
Union Camp Corporation 1989 - 1991
Union Camp Corporation 1984 - 1989
Skills
Strategic Planning, Research, Process Improvement, Customer Service, Sustainability, Negotiation, Financial Analysis, Leadership, Change Management, People Skills, Operations Management, Relationship Management, Natural Resource..., Management, Analysis, Strategy, Valuation, GIS, Environmental Awareness, Investments, Natural Resources, Budgets, Contract Negotiation, Due Diligence, Asset Management, Forest Management
Education
Clemson University 1994 — 1997
Doctor of Philosophy (Ph.D.), Forestry - Forest Management and Economics
West Virginia University 1982 — 1984
Master of Science (M.S.), Forestry - Forest Biometrics
University of Florida 1979 — 1982
Bachelor of Science (B.S.), Forestry
BTG Pactual 2014 - December 2014
Regions Financial Corporation 2003 - 2014
Wachovia Bank, NA 2002 - 2003
University of Georgia August 1998 - December 2001
Union Camp Corporation 1991 - 1994
Union Camp Corporation 1989 - 1991
Union Camp Corporation 1984 - 1989
Skills
Strategic Planning, Research, Process Improvement, Customer Service, Sustainability, Negotiation, Financial Analysis, Leadership, Change Management, People Skills, Operations Management, Relationship Management, Natural Resource..., Management, Analysis, Strategy, Valuation, GIS, Environmental Awareness, Investments, Natural Resources, Budgets, Contract Negotiation, Due Diligence, Asset Management, Forest Management
Education
Clemson University 1994 — 1997
Doctor of Philosophy (Ph.D.), Forestry - Forest Management and Economics
West Virginia University 1982 — 1984
Master of Science (M.S.), Forestry - Forest Biometrics
University of Florida 1979 — 1982
Bachelor of Science (B.S.), Forestry
Benny Perry Benny Perry's Wachovia Bank NA Experience September 2001 - January 2002
Job Litigation Consultant
Industry Legal Services
Experience
Gardner-Webb University August 2014 - Present
Global Litigation Consulting April 2014 - Present
Concerned Veterans for America 2014 - Present
United States Marine Corps January 2014 - April 2014
United States Marine Corps October 2008 - January 2014
United States Marine Corps October 2005 - September 2008
United States Marine Corps Reserve February 2002 - October 2005
Wachovia Bank, NA September 2001 - January 2002
Cadwalader, Wickersham & Taft LLP October 1997 - September 2001
North Carolina Real Estate Salesman December 1992 - September 1997
Skills
Legal Research, Trials, Legal Writing, Courts, Litigation, Defense, Criminal Defense, Military Justice, Appeals, CaseMap, Lexis, Security Clearance, Mental Health Counseling, Veterans
Education
Gardner-Webb University 2014 — 2017
Master of Arts (M.A.)
InfoSec Institute 2014 — 2014
EC Council Certified Computer Hacking Forensic Investigator
University of Florida
Certificate of Completion
The Judge Advocate General School, Maxwell Air Force Base, Motgomery, Alabama 2008 — 2008
Law Office Managers Course
Naval Justice School, New Port, Rhode Island 2003 — 2003
Legalman/Law Specialist Mid-career Course
USMC Service and Support Schools 1991 — 1991
MOS 4421
University of North Carolina at Charlotte 1986 — 1987
Bachelor of Science (BS)
Central Piedmont Community College 1987 — 1987
Associate in General Education
Central Piedmont Community College 1983 — 1985
Associate in Applied Science
USMC Service & Support Schools 1987 — 1987
3043 MOS
Gardner-Webb University August 2014 - Present
Global Litigation Consulting April 2014 - Present
Concerned Veterans for America 2014 - Present
United States Marine Corps January 2014 - April 2014
United States Marine Corps October 2008 - January 2014
United States Marine Corps October 2005 - September 2008
United States Marine Corps Reserve February 2002 - October 2005
Wachovia Bank, NA September 2001 - January 2002
Cadwalader, Wickersham & Taft LLP October 1997 - September 2001
North Carolina Real Estate Salesman December 1992 - September 1997
Skills
Legal Research, Trials, Legal Writing, Courts, Litigation, Defense, Criminal Defense, Military Justice, Appeals, CaseMap, Lexis, Security Clearance, Mental Health Counseling, Veterans
Education
Gardner-Webb University 2014 — 2017
Master of Arts (M.A.)
InfoSec Institute 2014 — 2014
EC Council Certified Computer Hacking Forensic Investigator
University of Florida
Certificate of Completion
The Judge Advocate General School, Maxwell Air Force Base, Motgomery, Alabama 2008 — 2008
Law Office Managers Course
Naval Justice School, New Port, Rhode Island 2003 — 2003
Legalman/Law Specialist Mid-career Course
USMC Service and Support Schools 1991 — 1991
MOS 4421
University of North Carolina at Charlotte 1986 — 1987
Bachelor of Science (BS)
Central Piedmont Community College 1987 — 1987
Associate in General Education
Central Piedmont Community College 1983 — 1985
Associate in Applied Science
USMC Service & Support Schools 1987 — 1987
3043 MOS
David Mattox David Mattox's Wachovia Bank NA Experience October 2005 - April 2007
Job Development Officer at Auburn University
Industry Fund-Raising
Experience
Auburn University May 2011 - Present
Auburn University April 2007 - May 2011
Wachovia Bank N.A October 2005 - April 2007
Skills
Public Speaking, Fundraising, Microsoft Office, Customer Service, Sales, Event Planning, Facebook, Nonprofits, Social Media, Public Relations, Event Management, Community Outreach, Higher Education, Leadership, Volunteer Management
Education
Auburn University at Montgomery 2006 — 2008
Masters of Business Administration, Concentration in Marketing
Auburn University 2003 — 2005
B.S.B.A, Marketing
Auburn University May 2011 - Present
Auburn University April 2007 - May 2011
Wachovia Bank N.A October 2005 - April 2007
Skills
Public Speaking, Fundraising, Microsoft Office, Customer Service, Sales, Event Planning, Facebook, Nonprofits, Social Media, Public Relations, Event Management, Community Outreach, Higher Education, Leadership, Volunteer Management
Education
Auburn University at Montgomery 2006 — 2008
Masters of Business Administration, Concentration in Marketing
Auburn University 2003 — 2005
B.S.B.A, Marketing
Corinna Pope Corinna Pope's Wachovia Bank NA Experience April 2007 - Present
Job Financial Specialist/Loan Officer at Wachovia Bank NA
Industry Banking
Experience
Wachovia Bank NA April 2007 - Present
US Army/Ft Carson February 2001 - March 2004
Los Angeles Police Dept August 1999 - February 2001
Education
Chemeketa Community College 2004 — 2006
AS, Criminal Justice
Wachovia Bank NA April 2007 - Present
US Army/Ft Carson February 2001 - March 2004
Los Angeles Police Dept August 1999 - February 2001
Education
Chemeketa Community College 2004 — 2006
AS, Criminal Justice
Carissa Burns Carissa Burns's Wachovia Bank NA Experience 2007 - August 2008
Job Strategic Sales Director, Southeast at Reval
Industry Financial Services
Experience
Reval March 2009 - Present
Wachovia Bank, NA 2007 - August 2008
Wachovia Bank, NA 2001 - 2006
Wachovia Bank, NA 1993 - 2001
Wachovia Bank, NA 1991 - 1993
Bowles Hollowell Conner & Co. 1988 - 1990
Skills
New Business Development, P&L Management, Organizational Change, Consultative Selling, Business Strategy, SaaS, Salesforce.com, Fortune 1000, Change Management, Selling, Risk Management, Account Management, Treasury Management, Finance, CRM, Mergers & Acquisitions, Financial Services, Derivatives, FX Options, Fixed Income, Strategy, Financial Analysis, Valuation, Leadership, Financial Risk, Credit, Business Process..., Management, Enterprise Software, Due Diligence, Sales
Education
Converse College 1984 — 1988
BA, Mathematics and Economics
Reval March 2009 - Present
Wachovia Bank, NA 2007 - August 2008
Wachovia Bank, NA 2001 - 2006
Wachovia Bank, NA 1993 - 2001
Wachovia Bank, NA 1991 - 1993
Bowles Hollowell Conner & Co. 1988 - 1990
Skills
New Business Development, P&L Management, Organizational Change, Consultative Selling, Business Strategy, SaaS, Salesforce.com, Fortune 1000, Change Management, Selling, Risk Management, Account Management, Treasury Management, Finance, CRM, Mergers & Acquisitions, Financial Services, Derivatives, FX Options, Fixed Income, Strategy, Financial Analysis, Valuation, Leadership, Financial Risk, Credit, Business Process..., Management, Enterprise Software, Due Diligence, Sales
Education
Converse College 1984 — 1988
BA, Mathematics and Economics
Sara Gurganus Sara Gurganus's Wachovia Bank NA Experience 1988 - 1995
Job
Industry Mental Health Care
Experience
Gurganus Psychological Services, LLC 2005 - Present
Southwest Family Services 2003 - 2005
Family Attachment & Counseling Center 2001 - 2003
DataMasters 1996 - 1997
Wachovia Bank, NA 1988 - 1995
American Express 1987 - 1988
Allianz 1984 - 1987
Skills
Mental Health Counseling, Self-esteem, Stress, Public Speaking, Psychology, EMDR, Post Traumatic Stress, Lasting Relationships, Sex Therapy, CBT, Adolescents, Life Transitions, Psychological Assessment, Psychological Testing, Therapists, Mindfulness, Mental Health, Behavioral Health, Clinical Supervision, Counseling Psychology, Clinical Psychology, Family Therapy, Anger Management, Grief Counseling
Education
Argosy University Twin Cities 1997 — 2002
Doctor of Psychology (PsyD), Clinical Psychology
High Point University 1990 — 1992
BS, Industrial/Organizational Psychology
Gurganus Psychological Services, LLC 2005 - Present
Southwest Family Services 2003 - 2005
Family Attachment & Counseling Center 2001 - 2003
DataMasters 1996 - 1997
Wachovia Bank, NA 1988 - 1995
American Express 1987 - 1988
Allianz 1984 - 1987
Skills
Mental Health Counseling, Self-esteem, Stress, Public Speaking, Psychology, EMDR, Post Traumatic Stress, Lasting Relationships, Sex Therapy, CBT, Adolescents, Life Transitions, Psychological Assessment, Psychological Testing, Therapists, Mindfulness, Mental Health, Behavioral Health, Clinical Supervision, Counseling Psychology, Clinical Psychology, Family Therapy, Anger Management, Grief Counseling
Education
Argosy University Twin Cities 1997 — 2002
Doctor of Psychology (PsyD), Clinical Psychology
High Point University 1990 — 1992
BS, Industrial/Organizational Psychology
Sean McCusty Sean McCusty's Wachovia Bank NA Experience 1997 - 1998
Job Marketing and Outreach Manager, Piedmont Workforce Network at Central Virginia Partnership for Economic Development
Industry Marketing and Advertising
Experience
Central Virginia Partnership for Economic Development April 2014 - Present
Marketing Mojo January 2013 - February 2014
Hospice of the Piedmont July 2007 - August 2012
Sperry Marine FCU 2005 - 2007
Access Home Mortgages 2004 - 2005
Guaranty Bank 1999 - 2004
Wachovia Bank, NA 1997 - 1998
Jefferson National Bank 1985 - 1997
Skills
Marketing, Marketing Communications, Public Relations, Advertising, Social Media, Marketing Strategy, Leadership, Strategic Planning, Management, Strategic Communications, Salesforce.com, Project Management, Social Media Marketing, Community Outreach, Market Research, Strategy, Microsoft Excel, Collateral, Microsoft Word, Content Managed Websites, Promotional Copy, SEO copywriting, Board Relations, Fundraising, Direct Marketing, Budgets, SEM, Start-ups, Digital Marketing, Online Advertising, Product Marketing, Brand Management, Marketing Management, Product Development, Product Management, Lead Generation, Integrated Marketing, Email Marketing, Competitive Analysis, New Business Development, Event Planning, Customer Service, Microsoft Office, PowerPoint, Public Speaking, Non-profit Leadership
Education
Hampden-Sydney College 1981 — 1985
BA, Economics
BMA School of Bank Marketing and Managment 1996 — 1997
Certificate, Financial Services Marketing & Management
Virginia Bankers Association School of Bank Management 1992 — 1994
Certificate, Bank Management
St Anne's - Belfield 1978 — 1981
Central Virginia Partnership for Economic Development April 2014 - Present
Marketing Mojo January 2013 - February 2014
Hospice of the Piedmont July 2007 - August 2012
Sperry Marine FCU 2005 - 2007
Access Home Mortgages 2004 - 2005
Guaranty Bank 1999 - 2004
Wachovia Bank, NA 1997 - 1998
Jefferson National Bank 1985 - 1997
Skills
Marketing, Marketing Communications, Public Relations, Advertising, Social Media, Marketing Strategy, Leadership, Strategic Planning, Management, Strategic Communications, Salesforce.com, Project Management, Social Media Marketing, Community Outreach, Market Research, Strategy, Microsoft Excel, Collateral, Microsoft Word, Content Managed Websites, Promotional Copy, SEO copywriting, Board Relations, Fundraising, Direct Marketing, Budgets, SEM, Start-ups, Digital Marketing, Online Advertising, Product Marketing, Brand Management, Marketing Management, Product Development, Product Management, Lead Generation, Integrated Marketing, Email Marketing, Competitive Analysis, New Business Development, Event Planning, Customer Service, Microsoft Office, PowerPoint, Public Speaking, Non-profit Leadership
Education
Hampden-Sydney College 1981 — 1985
BA, Economics
BMA School of Bank Marketing and Managment 1996 — 1997
Certificate, Financial Services Marketing & Management
Virginia Bankers Association School of Bank Management 1992 — 1994
Certificate, Bank Management
St Anne's - Belfield 1978 — 1981
Kevin Reeves Kevin Reeves's Wachovia Bank NA Experience October 1997 - March 2001
Job President at Parker's Heating and Air Conditioning, Inc.
Industry
Experience
Parker's Heating and Air Conditioning, Inc. April 2001 - Present
Wachovia Bank, NA October 1997 - March 2001
Skills
Team Building, Strategic Planning, Sales Management, Customer Service, New Business Development, Sales, Contract Negotiation, Operations Management, Account Management, Budgets, Marketing Strategy, Leadership, Negotiation, Marketing, Selling, Public Speaking, Microsoft Office, Small Business
Education
Georgia Southern University 1993 — 1997
BBA, Business Management
Southland Academy 1983 — 1993
Parker's Heating and Air Conditioning, Inc. April 2001 - Present
Wachovia Bank, NA October 1997 - March 2001
Skills
Team Building, Strategic Planning, Sales Management, Customer Service, New Business Development, Sales, Contract Negotiation, Operations Management, Account Management, Budgets, Marketing Strategy, Leadership, Negotiation, Marketing, Selling, Public Speaking, Microsoft Office, Small Business
Education
Georgia Southern University 1993 — 1997
BBA, Business Management
Southland Academy 1983 — 1993
Jenesa Salmond Jenesa Salmond's Wachovia Bank NA Experience March 2004 - October 2010
Job Human Resources Professional
Industry Professional Training & Coaching
Experience
Eaton Corporation February 2015 - Present
Eaton Corporation May 2014 - August 2014
Central Midlands COG January 2010 - April 2014
Wachovia Bank, NA March 2004 - October 2010
Enterprise Rent-A-Car October 2009 - January 2010
Skills
Career Counseling, Policy, Job Search, Event Planning, Training, Customer Service, Program Management, Coaching, Career Development, Job Search Strategies, Leadership Development, Management, Resume Writing, Budgets, Finance, Banking, Sales, Public Relations, Job Fairs, Interviews, Employee Relations, Recruiting, Employee Training, Human Resources, Leadership
Education
University of South Carolina - The Moore School of Business 2013 — 2014
Master's degree, Human Resources Management and Services
College of Charleston 1999 — 2003
Bachelor of Arts (B.A.), History
Eaton Corporation February 2015 - Present
Eaton Corporation May 2014 - August 2014
Central Midlands COG January 2010 - April 2014
Wachovia Bank, NA March 2004 - October 2010
Enterprise Rent-A-Car October 2009 - January 2010
Skills
Career Counseling, Policy, Job Search, Event Planning, Training, Customer Service, Program Management, Coaching, Career Development, Job Search Strategies, Leadership Development, Management, Resume Writing, Budgets, Finance, Banking, Sales, Public Relations, Job Fairs, Interviews, Employee Relations, Recruiting, Employee Training, Human Resources, Leadership
Education
University of South Carolina - The Moore School of Business 2013 — 2014
Master's degree, Human Resources Management and Services
College of Charleston 1999 — 2003
Bachelor of Arts (B.A.), History
Britt Faunce Britt Faunce's Wachovia Bank NA Experience September 2006 - December 2008
Job Chief Financial Officer at Square 1 Art
Industry Fund-Raising
Experience
Square 1 Art, LLC September 2013 - Present
Fifth Third Bank March 2011 - August 2013
Wells Fargo Bank January 2009 - March 2011
Wachovia Bank, NA September 2006 - December 2008
Wachovia Bank, NA June 2006 - September 2006
First Union January 1999 - May 2006
First Union National Bank August 1997 - January 1999
Skills
Commercial Lending, Cash Management, Client Relationship..., Commercial Banking, Loans, SBA 7a and 504 Lending, USDA Loans, M&A experience, Small Business Lending, Credit, Cash Flow, Banking, USDA, Management, Financial Risk, Finance, Private Banking, Consumer Lending, Business Strategy, Credit Analysis, Asset Based Lending, CRM, Small Business, Lines Of Credit, Portfolio Management, Mortgage Lending, Mortgage Banking, Treasury Management, Underwriting
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2005
MBA, Finance
Furman University 1991 — 1995
BS, Biology
Asheville School 1987 — 1991
Diploma
Square 1 Art, LLC September 2013 - Present
Fifth Third Bank March 2011 - August 2013
Wells Fargo Bank January 2009 - March 2011
Wachovia Bank, NA September 2006 - December 2008
Wachovia Bank, NA June 2006 - September 2006
First Union January 1999 - May 2006
First Union National Bank August 1997 - January 1999
Skills
Commercial Lending, Cash Management, Client Relationship..., Commercial Banking, Loans, SBA 7a and 504 Lending, USDA Loans, M&A experience, Small Business Lending, Credit, Cash Flow, Banking, USDA, Management, Financial Risk, Finance, Private Banking, Consumer Lending, Business Strategy, Credit Analysis, Asset Based Lending, CRM, Small Business, Lines Of Credit, Portfolio Management, Mortgage Lending, Mortgage Banking, Treasury Management, Underwriting
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2005
MBA, Finance
Furman University 1991 — 1995
BS, Biology
Asheville School 1987 — 1991
Diploma
Maria Elisa Moscoso's Wachovia Bank NA Experience September 2007 - August 2008
Job On Site Manager at Coastline Real Estate Investment
Industry Real Estate
Experience
Coastline Real Estate Investment August 2012 - Present
Bennett Toyota Scion May 2011 - February 2012
Preferred Warranties August 2008 - May 2011
WACHOVIA BANK NA September 2007 - August 2008
PRO AMERICAN AND CULTURAL EXCHANGE “PEACE” March 2006 - August 2008
Skills
•Fluent in..., •Skilled in Microsoft..., •Adaptability and..., • Problem analysis and..., •Accuracy and..., •Flexible, reliable,..., •Highly organized and..., •Resourceful team..., • Conscientious..., Customer Service, Management, Training, Spanish, Invoicing, Finance
Education
Excelsior College
Bachelor of Science (B.S.), Business Administration and Management, General
Univeridad Panamericana de Cuenca 2002 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Univeridad Panamericana de Cuenca 2002 — 2004
Associate of Arts (A.A.), Tourism and Travel Services Management
Centro Educativo Alborada
High school diploma
Coastline Real Estate Investment August 2012 - Present
Bennett Toyota Scion May 2011 - February 2012
Preferred Warranties August 2008 - May 2011
WACHOVIA BANK NA September 2007 - August 2008
PRO AMERICAN AND CULTURAL EXCHANGE “PEACE” March 2006 - August 2008
Skills
•Fluent in..., •Skilled in Microsoft..., •Adaptability and..., • Problem analysis and..., •Accuracy and..., •Flexible, reliable,..., •Highly organized and..., •Resourceful team..., • Conscientious..., Customer Service, Management, Training, Spanish, Invoicing, Finance
Education
Excelsior College
Bachelor of Science (B.S.), Business Administration and Management, General
Univeridad Panamericana de Cuenca 2002 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Univeridad Panamericana de Cuenca 2002 — 2004
Associate of Arts (A.A.), Tourism and Travel Services Management
Centro Educativo Alborada
High school diploma
Rick Elrod's Wachovia Bank NA Experience January 2007 - September 2009
Job Application Systems Engineer at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo June 2011 - Present
Wachovia, A Wells Fargo Company October 2009 - June 2011
Wachovia Bank, NA January 2007 - September 2009
Wachovia October 1995 - December 2006
First Union June 1992 - October 1995
First Union June 1987 - June 1992
First Union March 1985 - June 1987
Skills
Business Intelligence, Oracle E-Business Suite, Oracle SQL, Easytrieve, COBOL, SAS, Relational Databases, Database Development, Microsoft Office, Windows Server, Windows, Unix, Linux, Unix Shell Scripting, Oracle, Databases
Education
Jacksonville University 1981 — 1985
BS, Computer Science
Wells Fargo June 2011 - Present
Wachovia, A Wells Fargo Company October 2009 - June 2011
Wachovia Bank, NA January 2007 - September 2009
Wachovia October 1995 - December 2006
First Union June 1992 - October 1995
First Union June 1987 - June 1992
First Union March 1985 - June 1987
Skills
Business Intelligence, Oracle E-Business Suite, Oracle SQL, Easytrieve, COBOL, SAS, Relational Databases, Database Development, Microsoft Office, Windows Server, Windows, Unix, Linux, Unix Shell Scripting, Oracle, Databases
Education
Jacksonville University 1981 — 1985
BS, Computer Science
Carl Roth's Wachovia Bank NA Experience October 2004 - July 2007
Job Executive/Strategic IT Leader, Portfolio & Risk Management
Industry Information Technology and Services
Experience
Kewaunee Scientific Corporation March 2008 - Present
Jefferson Wells International August 2007 - January 2008
Wachovia Bank, NA October 2004 - July 2007
Time Warner Cable October 2002 - October 2004
Strategic Outsourcing Incorporated February 2001 - October 2002
Mercer Human Resource Consulting September 1989 - September 2000
Skills
Process Improvement, Budgets, IT Strategy, ERP, Auditing, Strategic Planning, Solution Selling, IT Management, Manufacturing, Team Leadership, Disaster Recovery, Networking, Information Technology, Sales, IT Operations, Business Analysis, Vendor Management, Governance, Management, Integration, Financial Reporting, Business Intelligence, Leadership, Change Management, Consulting, Team Building, Project Management, Sarbanes-Oxley, PMO, Inventory Management, Business Continuity, Forecasting, Process Engineering, Crystal Reports, Servers, SDLC, Training, Contract Negotiation, Project Planning, Business Process..., Business Development, Enterprise Architecture, MS Project, Business Process, Business Strategy, Account Management, Product Development, Customer Service, IT Service Management, Enterprise Software
Education
East Carolina University - College of Business 2010 — 2014
Master of Business Administration (M.B.A.)
University of North Carolina at Charlotte 1993 — 1997
Bachelor of Science
Kewaunee Scientific Corporation March 2008 - Present
Jefferson Wells International August 2007 - January 2008
Wachovia Bank, NA October 2004 - July 2007
Time Warner Cable October 2002 - October 2004
Strategic Outsourcing Incorporated February 2001 - October 2002
Mercer Human Resource Consulting September 1989 - September 2000
Skills
Process Improvement, Budgets, IT Strategy, ERP, Auditing, Strategic Planning, Solution Selling, IT Management, Manufacturing, Team Leadership, Disaster Recovery, Networking, Information Technology, Sales, IT Operations, Business Analysis, Vendor Management, Governance, Management, Integration, Financial Reporting, Business Intelligence, Leadership, Change Management, Consulting, Team Building, Project Management, Sarbanes-Oxley, PMO, Inventory Management, Business Continuity, Forecasting, Process Engineering, Crystal Reports, Servers, SDLC, Training, Contract Negotiation, Project Planning, Business Process..., Business Development, Enterprise Architecture, MS Project, Business Process, Business Strategy, Account Management, Product Development, Customer Service, IT Service Management, Enterprise Software
Education
East Carolina University - College of Business 2010 — 2014
Master of Business Administration (M.B.A.)
University of North Carolina at Charlotte 1993 — 1997
Bachelor of Science
Obi Anyafo's Wachovia Bank NA Experience December 1997 - April 2007
Job CPA Managing Partner, Velocity Tax & Financial Services, LLC
Industry Accounting
Experience
Velocity Tax & Financial Services, LLC May 2007 - Present
Wachovia Bank NA December 1997 - April 2007
Skills
Cash Flow, Tax, Small Business, Process Improvement, Business Planning, Tax Planning for High..., Retirement Income..., Income, Auditing, Finance, Financial Analysis, Strategic Planning, Retirement, Management Consulting, Leadership, Bookkeeping, Strategic Financial..., Accounting, Risk Management, Internal Controls, Banking, Management, Financial Reporting, Mergers & Acquisitions, Cash Management, Financial Accounting, Due Diligence, Insurance, General Ledger, Investments, Business Process..., Treasury Management, Financial Services, Account Reconciliation, Executive Management, Corporate Tax, Accounts Receivable, Portfolio Management, Analysis, QuickBooks, Accounts Payable, Budgets
Education
Texas Southern University 1982 — 1986
MBA, Management
Alabama Agricultural and Mechanical University 1978 — 1981
Bachelor of Science (BS), Accounting
Velocity Tax & Financial Services, LLC May 2007 - Present
Wachovia Bank NA December 1997 - April 2007
Skills
Cash Flow, Tax, Small Business, Process Improvement, Business Planning, Tax Planning for High..., Retirement Income..., Income, Auditing, Finance, Financial Analysis, Strategic Planning, Retirement, Management Consulting, Leadership, Bookkeeping, Strategic Financial..., Accounting, Risk Management, Internal Controls, Banking, Management, Financial Reporting, Mergers & Acquisitions, Cash Management, Financial Accounting, Due Diligence, Insurance, General Ledger, Investments, Business Process..., Treasury Management, Financial Services, Account Reconciliation, Executive Management, Corporate Tax, Accounts Receivable, Portfolio Management, Analysis, QuickBooks, Accounts Payable, Budgets
Education
Texas Southern University 1982 — 1986
MBA, Management
Alabama Agricultural and Mechanical University 1978 — 1981
Bachelor of Science (BS), Accounting
Michelle Malone's Wachovia Bank NA Experience April 1997 - June 2002
Job Accelerate Commercial Banker at Seacoast Bank
Industry Banking
Experience
Seacoast Bank April 2015 - Present
South Florida Manufacturers Association 2007 - Present
Citibank 2002 - March 2015
Wachovia Bank, NA April 1997 - June 2002
SunTrust Bank 1993 - 1998
Skills
Financial Modeling, Banking, Commercial Banking, Derivatives, Loans, Credit Analysis, Capital Markets, Risk Management, Portfolio Management, Credit, Strategic Planning, Structured Finance, Financial Risk, FX Options, Finance, Treasury Management
Education
Florida International University 1982 — 1984
Bachelor's, Finance & International Business
University of Florida 1980 — 1982
Associate's Degree, Business Administration and Management, General
Seacoast Bank April 2015 - Present
South Florida Manufacturers Association 2007 - Present
Citibank 2002 - March 2015
Wachovia Bank, NA April 1997 - June 2002
SunTrust Bank 1993 - 1998
Skills
Financial Modeling, Banking, Commercial Banking, Derivatives, Loans, Credit Analysis, Capital Markets, Risk Management, Portfolio Management, Credit, Strategic Planning, Structured Finance, Financial Risk, FX Options, Finance, Treasury Management
Education
Florida International University 1982 — 1984
Bachelor's, Finance & International Business
University of Florida 1980 — 1982
Associate's Degree, Business Administration and Management, General
Pat Szewczyk's Wachovia Bank NA Experience 2008 - 2009
Job FX Business Manager at U.S. Bank
Industry Financial Services
Experience
U.S. Bank 2012 - Present
Wells Fargo Company 2005 - November 2012
Wachovia Bank NA 2008 - 2009
Wachovia Bank NA 2005 - 2007
Symphoni Interactive 1999 - 2005
O'Connor & Associates 1988 - 1992
Skills
FX, Capital Markets, Trading, Risk Management, Options, Risk, Commodities, Cash Management, Settlement, FX Options, Financial Risk, Commodity, Securities, Middle Office, Foreign Exchange, Asset Management, Derivatives, Market Risk, Financial Services, Trading Systems, Integration, Business Intelligence, Electronic Trading, Treasury Management, Back Office, Operational Risk, Financial Markets, Fixed Income, Valuation, Interest Rate..., Strategy, Banking, Credit Derivatives, IT Strategy, Hedge Funds, Analysis
Education
Illinois Institute of Technology
BS/ME, Machine Design
Northwestern University - Kellogg School of Management
MBA, Finance
U.S. Bank 2012 - Present
Wells Fargo Company 2005 - November 2012
Wachovia Bank NA 2008 - 2009
Wachovia Bank NA 2005 - 2007
Symphoni Interactive 1999 - 2005
O'Connor & Associates 1988 - 1992
Skills
FX, Capital Markets, Trading, Risk Management, Options, Risk, Commodities, Cash Management, Settlement, FX Options, Financial Risk, Commodity, Securities, Middle Office, Foreign Exchange, Asset Management, Derivatives, Market Risk, Financial Services, Trading Systems, Integration, Business Intelligence, Electronic Trading, Treasury Management, Back Office, Operational Risk, Financial Markets, Fixed Income, Valuation, Interest Rate..., Strategy, Banking, Credit Derivatives, IT Strategy, Hedge Funds, Analysis
Education
Illinois Institute of Technology
BS/ME, Machine Design
Northwestern University - Kellogg School of Management
MBA, Finance
Bob Kanich's Wachovia Bank NA Experience 1997 - 2001
Job Client Development Officer II/Assistant Vice President/Branch Manager at Pine State Finance
Industry Financial Services
Experience
Pine State Finance 2006 - Present
Wells Fargo 2001 - 2006
wells fargo financial 2000 - 2006
Wells Fargo Financial 2000 - 2006
Wachovia Bank, NA 1997 - 2001
Bank of America 1997 - 1997
Education
Wake Forest University School of Business 1997 — 1999
Guilford College 1984 — 1988
AB, Economics
The Asheville School 1982 — 1984
Diploma, College Prep
Pine State Finance 2006 - Present
Wells Fargo 2001 - 2006
wells fargo financial 2000 - 2006
Wells Fargo Financial 2000 - 2006
Wachovia Bank, NA 1997 - 2001
Bank of America 1997 - 1997
Education
Wake Forest University School of Business 1997 — 1999
Guilford College 1984 — 1988
AB, Economics
The Asheville School 1982 — 1984
Diploma, College Prep
Jessica L. Gomel-Veksland's Wachovia Bank NA Experience March 2008 - March 2010
Job Global Head of Financial Crime Compliance, Correspondent Banking & Global Head of AML, Global Banking and Markets.
Industry Banking
Experience
HSBC February 2014 - Present
JP Morgan Chase March 2010 - January 2014
Wachovia Bank NA March 2008 - March 2010
Wachovia Bank NA May 2006 - March 2008
Department of Homeland Security, United States Secret Service January 2002 - May 2006
Skills
AML, Financial Risk, Anti Money Laundering
Education
Saint Joseph's University 2004 — 2006
M.S., Crime and Intelligence Analysis
Temple University 2000 — 2004
B.A., Criminal Justice, Political Science and Middle Eastern Studies
La Salle University
M.B.A., International Business
HSBC February 2014 - Present
JP Morgan Chase March 2010 - January 2014
Wachovia Bank NA March 2008 - March 2010
Wachovia Bank NA May 2006 - March 2008
Department of Homeland Security, United States Secret Service January 2002 - May 2006
Skills
AML, Financial Risk, Anti Money Laundering
Education
Saint Joseph's University 2004 — 2006
M.S., Crime and Intelligence Analysis
Temple University 2000 — 2004
B.A., Criminal Justice, Political Science and Middle Eastern Studies
La Salle University
M.B.A., International Business
Antione Martin's Wachovia Bank NA Experience December 2005 - August 2007
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
Monique V. Lawton's Wachovia Bank NA Experience August 2001 - September 2002
Job Loan Administration Manager at Wells Fargo Capital Finance, VP
Industry Banking
Experience
Wells Fargo Capital Finance 2013 - Present
Wells Fargo Capital Finance July 2011 - June 2013
Wachovia Capital Finance March 2007 - July 2011
Wachovia Capital Finance September 2002 - March 2007
Wachovia Bank, NA August 2001 - September 2002
SouthTrust Bank March 1994 - August 2001
Skills
Customer Service, Banking, Management, Microsoft Office, Leadership, Risk Management, Sales, Financial Analysis, Credit, Business Analysis
Education
Morris Brown College 1992 — 1997
Bachelor's Degree, Architecture, Cum Laude Graduate
Wells Fargo Capital Finance 2013 - Present
Wells Fargo Capital Finance July 2011 - June 2013
Wachovia Capital Finance March 2007 - July 2011
Wachovia Capital Finance September 2002 - March 2007
Wachovia Bank, NA August 2001 - September 2002
SouthTrust Bank March 1994 - August 2001
Skills
Customer Service, Banking, Management, Microsoft Office, Leadership, Risk Management, Sales, Financial Analysis, Credit, Business Analysis
Education
Morris Brown College 1992 — 1997
Bachelor's Degree, Architecture, Cum Laude Graduate
Barbara Becton-Cox's Wachovia Bank NA Experience March 1983 - August 2003
Job Electronic Funds Transfer Supervisor at First Charter Bank
Industry Banking
Experience
First Charter Bank, NC March 2005 - Present
Wachovia Bank, NA March 1983 - August 2003
Federal Reserve Bank January 1971 - March 1983
Education
Florida State University
First Charter Bank, NC March 2005 - Present
Wachovia Bank, NA March 1983 - August 2003
Federal Reserve Bank January 1971 - March 1983
Education
Florida State University
Leo Pacheco's Wachovia Bank NA Experience August 2001 - Present
Job Wholesale Relationship Specialist at Wachovia Bank, Na
Industry Banking
Nick Omirly's Wachovia Bank NA Experience 1997 - December 2008
Job Director at Wells Fargo International
Industry Banking
Experience
Wells Fargo International December 2008 - Present
Wachovia Bank, NA 1997 - December 2008
Bank of America June 1987 - February 1997
Barclays Bank June 1984 - June 1987
Skills
Capital Markets, Risk Management, Fixed Income, Derivatives, Asset Management, Banking, Bloomberg, Credit, Credit Analysis, Equities, FX Options, Financial Analysis, Financial Modeling, Investment Banking, Investments, Mergers, Options, Portfolio Management, Trading, Valuation, FX Derivatives
Education
Duke University 1998 — 2001
MA
Belmont Abbey College 1980 — 1984
Bachelor of Arts (BA), Economics
Exeter College- Oxford University
Masters, Political History
Wells Fargo International December 2008 - Present
Wachovia Bank, NA 1997 - December 2008
Bank of America June 1987 - February 1997
Barclays Bank June 1984 - June 1987
Skills
Capital Markets, Risk Management, Fixed Income, Derivatives, Asset Management, Banking, Bloomberg, Credit, Credit Analysis, Equities, FX Options, Financial Analysis, Financial Modeling, Investment Banking, Investments, Mergers, Options, Portfolio Management, Trading, Valuation, FX Derivatives
Education
Duke University 1998 — 2001
MA
Belmont Abbey College 1980 — 1984
Bachelor of Arts (BA), Economics
Exeter College- Oxford University
Masters, Political History
John Muller's Wachovia Bank NA Experience February 2007 - December 2009
Job Wealth Advisor at Wells Fargo The Private Bank
Industry Banking
Experience
Wells Fargo - The Private Bank January 2010 - Present
Wachovia Bank, N.A. February 2007 - December 2009
Wachovia Bank, N.A. March 2001 - February 2007
Wachovia Bank, N.A. May 1996 - March 2001
Wachovia Bank, N.A. January 1992 - May 1996
Wachovia Bank, NA June 1988 - December 1991
Skills
Commercial Banking, Commercial Lending, Portfolio Management, Series 7, Series 63, Investment Advisory, Relationship Management, Financial Risk, Securities, Fixed Income, Capital Markets, Wealth Management, Asset Allocation, Asset Management, Banking, Credit, Credit Analysis, Estate Planning, Financial Analysis, Investment Strategies, Investments, Mutual Funds, Strategic Financial..., Loans, Consumer Lending, Risk Management, Financial Services, Due Diligence, Mortgage Lending, Retirement Planning, Valuation, Underwriting
Education
Wake Forest University School of Business 1993 — 1996
MBA, Finance
Hampden-Sydney College 1984 — 1988
The McCallie School 1981 — 1984
Virginia Program At Oxford University
Economics
University of Madrid
Spanish
Wells Fargo - The Private Bank January 2010 - Present
Wachovia Bank, N.A. February 2007 - December 2009
Wachovia Bank, N.A. March 2001 - February 2007
Wachovia Bank, N.A. May 1996 - March 2001
Wachovia Bank, N.A. January 1992 - May 1996
Wachovia Bank, NA June 1988 - December 1991
Skills
Commercial Banking, Commercial Lending, Portfolio Management, Series 7, Series 63, Investment Advisory, Relationship Management, Financial Risk, Securities, Fixed Income, Capital Markets, Wealth Management, Asset Allocation, Asset Management, Banking, Credit, Credit Analysis, Estate Planning, Financial Analysis, Investment Strategies, Investments, Mutual Funds, Strategic Financial..., Loans, Consumer Lending, Risk Management, Financial Services, Due Diligence, Mortgage Lending, Retirement Planning, Valuation, Underwriting
Education
Wake Forest University School of Business 1993 — 1996
MBA, Finance
Hampden-Sydney College 1984 — 1988
The McCallie School 1981 — 1984
Virginia Program At Oxford University
Economics
University of Madrid
Spanish
Kelly Tetterton's Wachovia Bank NA Experience February 2005 - August 2005
Job Experienced trainer and proceduralist
Industry Banking
Experience
BankStaff The Financial Specialists February 2013 - June 2013
the little bank, Inc. November 2010 - November 2012
BB&T February 2009 - November 2010
BB&T February 2008 - February 2009
First South Bank, NA March 2006 - February 2008
First South Bank, NA August 2005 - March 2006
Wachovia Bank, NA February 2005 - August 2005
Foot Locker February 2002 - June 2002
Foot Locker January 1999 - February 2002
Foot Locker November 1997 - January 1999
Skills
Banking, Customer Service, Microsoft Office, Microsoft Excel, Financial Analysis, Credit, Business Analysis, Loans, Strategic Planning, Team Leadership, Call Centers, Management, Sales, Insurance, Finance, Accounting
Education
Strayer University (DC) 2009 — 2011
Master of Science in Accountancy, Controllership Accounting
East Carolina University 2002 — 2003
Bachelor of Science Business Administration, Accounting, 2.7
Pitt Community College 1994 — 1995
Associate of Arts (AA), Pre-Business, 3.4
Highland Park High School 1982 — 1986
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, 3.67
BankStaff The Financial Specialists February 2013 - June 2013
the little bank, Inc. November 2010 - November 2012
BB&T February 2009 - November 2010
BB&T February 2008 - February 2009
First South Bank, NA March 2006 - February 2008
First South Bank, NA August 2005 - March 2006
Wachovia Bank, NA February 2005 - August 2005
Foot Locker February 2002 - June 2002
Foot Locker January 1999 - February 2002
Foot Locker November 1997 - January 1999
Skills
Banking, Customer Service, Microsoft Office, Microsoft Excel, Financial Analysis, Credit, Business Analysis, Loans, Strategic Planning, Team Leadership, Call Centers, Management, Sales, Insurance, Finance, Accounting
Education
Strayer University (DC) 2009 — 2011
Master of Science in Accountancy, Controllership Accounting
East Carolina University 2002 — 2003
Bachelor of Science Business Administration, Accounting, 2.7
Pitt Community College 1994 — 1995
Associate of Arts (AA), Pre-Business, 3.4
Highland Park High School 1982 — 1986
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, 3.67
Michael Schuman, CPA, MBA's Wachovia Bank NA Experience 2006 - 2007
Job VP, Finance Manager at Bank of America
Industry Accounting
Experience
Bank of America June 2014 - Present
Bank of America May 2011 - June 2014
Bank of America May 2010 - May 2011
Bank of America August 2009 - April 2010
Reznick Group 2007 - 2009
Wachovia Bank NA 2006 - 2007
Duke Energy 2004 - 2006
Reznick Fedder & Silverman 2002 - 2004
Skills
Revenue Analysis, Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Forecasting, Budget, Managerial Finance, Cash Flow, Internal Controls, Strategic Financial..., Influence Others, Corporate Real Estate, Tax Credits, Historic Rehabilitation...
Education
Kennesaw State University - Michael J. Coles College of Business
MBA, Accounting
University of Georgia - Terry College of Business
BBA, Accounting
Bank of America June 2014 - Present
Bank of America May 2011 - June 2014
Bank of America May 2010 - May 2011
Bank of America August 2009 - April 2010
Reznick Group 2007 - 2009
Wachovia Bank NA 2006 - 2007
Duke Energy 2004 - 2006
Reznick Fedder & Silverman 2002 - 2004
Skills
Revenue Analysis, Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Forecasting, Budget, Managerial Finance, Cash Flow, Internal Controls, Strategic Financial..., Influence Others, Corporate Real Estate, Tax Credits, Historic Rehabilitation...
Education
Kennesaw State University - Michael J. Coles College of Business
MBA, Accounting
University of Georgia - Terry College of Business
BBA, Accounting
Juan Austin's Wachovia Bank NA Experience November 1991 - January 1994
Job Banking Professional
Industry Banking
Experience
Wells Fargo Community Affairs Carolinas January 2006 - Present
Wachovia Wealth Managment Group April 2003 - January 2006
Wachovia Bank Community Development Corporation, NA April 1999 - April 2003
Wachovia Bank of NC May 1996 - June 1999
Wachovia Bank of NC Greensboro March 1995 - May 1996
Wachovia Bank of NC January 1994 - March 1995
Wachovia Bank, NA November 1991 - January 1994
Wachovia Bank, NA March 1991 - November 1991
Wachovia Bank, NA May 1988 - March 1991
Wachovia Bank, NA December 1986 - May 1988
Skills
Credit, Customer Relations, Strategic Planning, Change Management, Program Management, Wealth Management, Asset Management, Financial Analysis, Fundraising, Customer Service, Banking, Process Improvement, Coaching, Sales Management, Business Analysis, Mentoring, Budgeting, Team Building, Commercial Banking
Education
Campbell University 1982 — 1986
Bachelor of Science (BS), Trust Management
Boston College Chestnut Hill, MA
Advanced Certificate in Corporate Community Involvement
Leadership/Challenge Greensboro
Focus current issues, community resources and social, political and economic needs of the community
Wachovia Corporation Leadership Development Programs
Certificates in Sales Skills and Sales Leadership
Wells Fargo Community Affairs Carolinas January 2006 - Present
Wachovia Wealth Managment Group April 2003 - January 2006
Wachovia Bank Community Development Corporation, NA April 1999 - April 2003
Wachovia Bank of NC May 1996 - June 1999
Wachovia Bank of NC Greensboro March 1995 - May 1996
Wachovia Bank of NC January 1994 - March 1995
Wachovia Bank, NA November 1991 - January 1994
Wachovia Bank, NA March 1991 - November 1991
Wachovia Bank, NA May 1988 - March 1991
Wachovia Bank, NA December 1986 - May 1988
Skills
Credit, Customer Relations, Strategic Planning, Change Management, Program Management, Wealth Management, Asset Management, Financial Analysis, Fundraising, Customer Service, Banking, Process Improvement, Coaching, Sales Management, Business Analysis, Mentoring, Budgeting, Team Building, Commercial Banking
Education
Campbell University 1982 — 1986
Bachelor of Science (BS), Trust Management
Boston College Chestnut Hill, MA
Advanced Certificate in Corporate Community Involvement
Leadership/Challenge Greensboro
Focus current issues, community resources and social, political and economic needs of the community
Wachovia Corporation Leadership Development Programs
Certificates in Sales Skills and Sales Leadership
Bob Marshall's Wachovia Bank NA Experience June 1998 - December 2002
Job Business Banking Manager Northern Virginia, DC, Maryland
Industry Banking
Experience
Wells Fargo August 2013 - Present
Wells Fargo July 2010 - August 2013
Wells Fargo July 2009 - July 2010
Wachovia Bank July 2006 - 2009
Wachovia Corporation 2006 - 2009
Wachovia Bank August 2005 - July 2006
Wachovia Bank January 2003 - August 2005
Wachovia Bank, NA June 1998 - December 2002
Fleet Bank / NatWest USA 1993 - 1997
Fleet Bank 1990 - 1997
Skills
Consumer Lending, Small Business Lending, Cross Selling, Business Relationship..., Series 6, Series 63, Sales Management, Business Strategy, Business Process, Business Development, Credit, Management, Cross-functional Team..., Process Improvement, Executive Management, Finance, Risk Management, Strategy, Strategic Planning, Coaching, Business Planning, Financial Analysis, Vendor Management, Talent Management
Education
Queens University of Charlotte 2009 — 2011
EMBA, Leadership
Boston College 1984 — 1988
Bachelor of Science, Finance/Human Resources
Wells Fargo August 2013 - Present
Wells Fargo July 2010 - August 2013
Wells Fargo July 2009 - July 2010
Wachovia Bank July 2006 - 2009
Wachovia Corporation 2006 - 2009
Wachovia Bank August 2005 - July 2006
Wachovia Bank January 2003 - August 2005
Wachovia Bank, NA June 1998 - December 2002
Fleet Bank / NatWest USA 1993 - 1997
Fleet Bank 1990 - 1997
Skills
Consumer Lending, Small Business Lending, Cross Selling, Business Relationship..., Series 6, Series 63, Sales Management, Business Strategy, Business Process, Business Development, Credit, Management, Cross-functional Team..., Process Improvement, Executive Management, Finance, Risk Management, Strategy, Strategic Planning, Coaching, Business Planning, Financial Analysis, Vendor Management, Talent Management
Education
Queens University of Charlotte 2009 — 2011
EMBA, Leadership
Boston College 1984 — 1988
Bachelor of Science, Finance/Human Resources
Connie Mitchell-Bates's Wachovia Bank NA Experience June 2000 - June 2002
Job Manager Corporate Billing at Penske Truck Leasing
Industry Transportation/Trucking/Railroad
Experience
Penske Truck Leasing May 2015 - Present
Penske Truck Leasing June 2007 - May 2015
Penske Truck Leasing June 2004 - June 2007
Wachovia Bank NA June 2000 - June 2002
Skills
Microsoft Office, Lean Sigma, Black Belt, Vendor, Transportation, Customer Satisfaction, Income Statement, Budgets, Leadership, Team Building, Financial Analysis, Forecasting, Contract Negotiation, Internal Controls, Invoicing, Cross-functional Team..., Accounts Receivable, Analysis, Time Management, Software Documentation, Contract Management, Operational Excellence, Account Management, Business Process..., Financial Reporting, Recruiting, Cash Management, Variance Analysis, Change Management, Supervisory Skills, Visio, Strategic Sourcing, Sarbanes-Oxley Act, Management, Process Improvement, Customer Service, Sales, Operations Management, Training, Strategy, Six Sigma, Project Management, Outsourcing, P&L
Education
Eastern University 1999 — 2001
Masters, Business Administration
West Virginia State University 1975 — 1979
Bachelor of Science (B.S.), Hospitality Management
Penske Truck Leasing May 2015 - Present
Penske Truck Leasing June 2007 - May 2015
Penske Truck Leasing June 2004 - June 2007
Wachovia Bank NA June 2000 - June 2002
Skills
Microsoft Office, Lean Sigma, Black Belt, Vendor, Transportation, Customer Satisfaction, Income Statement, Budgets, Leadership, Team Building, Financial Analysis, Forecasting, Contract Negotiation, Internal Controls, Invoicing, Cross-functional Team..., Accounts Receivable, Analysis, Time Management, Software Documentation, Contract Management, Operational Excellence, Account Management, Business Process..., Financial Reporting, Recruiting, Cash Management, Variance Analysis, Change Management, Supervisory Skills, Visio, Strategic Sourcing, Sarbanes-Oxley Act, Management, Process Improvement, Customer Service, Sales, Operations Management, Training, Strategy, Six Sigma, Project Management, Outsourcing, P&L
Education
Eastern University 1999 — 2001
Masters, Business Administration
West Virginia State University 1975 — 1979
Bachelor of Science (B.S.), Hospitality Management
Terrie Alexander's Wachovia Bank NA Experience January 1984 - August 1993
Job Business Mgr at Park Central Family Practice
Industry Medical Practice
Experience
Park Central Family Practice May 1998 - Present
Imaging Services, Inc May 1994 - August 1999
Wachovia Bank NA January 1984 - August 1993
Skills
Healthcare, Strategic Planning, Customer Service, Microsoft Office, Management, Public Speaking, Budgets, Team Building, New Business Development, Research, Business Development, Accounts Receivable, Office Management, Microsoft Word, Nonprofits, Leadership, Analysis, Leadership Development
Education
Brenau University 1979 — 1982
Bachelor, Accounting and Business
Park Central Family Practice May 1998 - Present
Imaging Services, Inc May 1994 - August 1999
Wachovia Bank NA January 1984 - August 1993
Skills
Healthcare, Strategic Planning, Customer Service, Microsoft Office, Management, Public Speaking, Budgets, Team Building, New Business Development, Research, Business Development, Accounts Receivable, Office Management, Microsoft Word, Nonprofits, Leadership, Analysis, Leadership Development
Education
Brenau University 1979 — 1982
Bachelor, Accounting and Business
Dennis Kostelic's Wachovia Bank NA Experience March 1999 - February 2004
Job Senior Project Cost Controller at Volvo Trucks NA
Industry Transportation/Trucking/Railroad
Experience
Volvo Trucks NA June 2010 - Present
Volvo Trucks March 2007 - June 2010
Volvo It North America February 2004 - March 2007
Wachovia Bank NA March 1999 - February 2004
Bell Atlantic Network Integration June 1995 - March 1999
USAirways January 1985 - June 1995
Skills
Project Accounting, SAS Programming, LAN-WAN, PMP, Negotiation, Project Management, SAS Basicis, SAS FSEdit, SAS FSCalc, LAN/WAN Infrastructure..., Financial Econometrics, CCNA Training, Project Management...
Education
University of Pittsburgh 1990 — 1995
Masters of Telecommunications, IT Data and Telephony
Community College of Beaver County
Associate’s Degree, Accounting
Wheeling Jesuit University 1980 — 1982
Master of Business Administration (M.B.A.), Focus: Quantitative Economics
Tarleton State University 1969 — 1972
Bachelor’s Degree, Pre-Medicine/Pre-Medical Studies
Indiana University of Pennsylvania 1967 — 1968
Zoology/Animal Biology
Volvo Trucks NA June 2010 - Present
Volvo Trucks March 2007 - June 2010
Volvo It North America February 2004 - March 2007
Wachovia Bank NA March 1999 - February 2004
Bell Atlantic Network Integration June 1995 - March 1999
USAirways January 1985 - June 1995
Skills
Project Accounting, SAS Programming, LAN-WAN, PMP, Negotiation, Project Management, SAS Basicis, SAS FSEdit, SAS FSCalc, LAN/WAN Infrastructure..., Financial Econometrics, CCNA Training, Project Management...
Education
University of Pittsburgh 1990 — 1995
Masters of Telecommunications, IT Data and Telephony
Community College of Beaver County
Associate’s Degree, Accounting
Wheeling Jesuit University 1980 — 1982
Master of Business Administration (M.B.A.), Focus: Quantitative Economics
Tarleton State University 1969 — 1972
Bachelor’s Degree, Pre-Medicine/Pre-Medical Studies
Indiana University of Pennsylvania 1967 — 1968
Zoology/Animal Biology
Pamela Gordon's Wachovia Bank NA Experience March 2007 - August 2007
Job Sr IT Business Analyst at Ally Financial Inc.
Industry Financial Services
Experience
Ally Financial Inc. December 2012 - Present
Charlotte Housing Authority February 2011 - Present
Experis September 2011 - December 2012
Wachovia, A Wells Fargo Company September 1995 - September 2011
Toastmasters International Club 7358 March 2008 - June 2011
Wachovia Bank N.A March 2007 - August 2007
Wachovia November 2005 - March 2007
Wachovia Bank N.A November 2005 - March 2007
Skills
Business Analysis, Project Coordination, Training, Business Requirements, Consulting, Cross-functional Team..., SDLC, Banking, Visio, Process Improvement, Relationship Management, Project Management, Business Process..., Requirements Gathering, Data Analysis, Financial Services, User Acceptance Testing, Access, Strategy, Business Process, Strategic Planning, Project Portfolio..., Leadership, Analysis, Software Documentation, Business Intelligence, Quality Assurance, Management, Testing
Education
Queens University of Charlotte 2013 — 2015
Master of Business Administration (M.B.A.), Executive MBA
University of North Carolina at Charlotte 1985 — 1990
B.A, Biology
Central Piedmont Community College
Certification, CSSGB, Certified Six Sigma Green Belt
Ally Financial Inc. December 2012 - Present
Charlotte Housing Authority February 2011 - Present
Experis September 2011 - December 2012
Wachovia, A Wells Fargo Company September 1995 - September 2011
Toastmasters International Club 7358 March 2008 - June 2011
Wachovia Bank N.A March 2007 - August 2007
Wachovia November 2005 - March 2007
Wachovia Bank N.A November 2005 - March 2007
Skills
Business Analysis, Project Coordination, Training, Business Requirements, Consulting, Cross-functional Team..., SDLC, Banking, Visio, Process Improvement, Relationship Management, Project Management, Business Process..., Requirements Gathering, Data Analysis, Financial Services, User Acceptance Testing, Access, Strategy, Business Process, Strategic Planning, Project Portfolio..., Leadership, Analysis, Software Documentation, Business Intelligence, Quality Assurance, Management, Testing
Education
Queens University of Charlotte 2013 — 2015
Master of Business Administration (M.B.A.), Executive MBA
University of North Carolina at Charlotte 1985 — 1990
B.A, Biology
Central Piedmont Community College
Certification, CSSGB, Certified Six Sigma Green Belt
J. W. Brown's Wachovia Bank NA Experience 2005 - 2011
Job Business System Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo February 1985 - Present
Wells Fargo 2011 - 2013
Wachovia Bank, NA 2005 - 2011
First Union National Bank/Wachovia Bank, NA 2000 - 2005
First Union National Bank 1995 - 1999
First Union National Bank 1993 - 1995
Skills
Banking, Business Analysis, Commercial Banking, Credit, Credit Analysis, FHA, Loans, Mortgage Lending, Requirements Analysis, Underwriting, Consumer Lending, Financial Services, Mortgage Banking, Outlook, Process Improvement, Financial Analysis, Small Business Lending, SDLC, Business Requirements
Education
Appalachian State University
BSBA, Business Administration and Management, General
Appalachian State University
Wells Fargo February 1985 - Present
Wells Fargo 2011 - 2013
Wachovia Bank, NA 2005 - 2011
First Union National Bank/Wachovia Bank, NA 2000 - 2005
First Union National Bank 1995 - 1999
First Union National Bank 1993 - 1995
Skills
Banking, Business Analysis, Commercial Banking, Credit, Credit Analysis, FHA, Loans, Mortgage Lending, Requirements Analysis, Underwriting, Consumer Lending, Financial Services, Mortgage Banking, Outlook, Process Improvement, Financial Analysis, Small Business Lending, SDLC, Business Requirements
Education
Appalachian State University
BSBA, Business Administration and Management, General
Appalachian State University
Chip Gibson's Wachovia Bank NA Experience January 2002 - January 2003
Job Compliance Consultant
Industry Financial Services
Experience
SunTrust Bank December 2012 - Present
Synovus Financial Corporation January 2006 - Present
Columbus Bank and Trust Company January 2005 - January 2006
Synovus Financial Corporation January 2003 - January 2005
Wachovia Bank, NA January 2002 - January 2003
Skills
Loans, Credit, Banking, Commercial Banking, Risk Management, Credit Cards, Microsoft Office, TSYS (TS1 and TS2), Credit Risk, Portfolio Management, Payments, Leadership, Auditing, Underwriting
Education
North Carolina State University
Bachelor of Arts, Accounting
Wake Forest University
Master of Business Administration, Finance
SunTrust Bank December 2012 - Present
Synovus Financial Corporation January 2006 - Present
Columbus Bank and Trust Company January 2005 - January 2006
Synovus Financial Corporation January 2003 - January 2005
Wachovia Bank, NA January 2002 - January 2003
Skills
Loans, Credit, Banking, Commercial Banking, Risk Management, Credit Cards, Microsoft Office, TSYS (TS1 and TS2), Credit Risk, Portfolio Management, Payments, Leadership, Auditing, Underwriting
Education
North Carolina State University
Bachelor of Arts, Accounting
Wake Forest University
Master of Business Administration, Finance
Christine Daniels's Wachovia Bank NA Experience August 2000 - July 2008
Job SVP and Senior Relationship Manager at Wells Fargo Commercial Banking
Industry Banking
Experience
Wells Fargo July 2008 - Present
Wachovia Bank, NA August 2000 - July 2008
First Union National Bank December 1997 - July 2000
Signet Bank December 1989 - December 1997
Signet Bank September 1987 - December 1989
Skills
Process Improvement, Loans, Underwriting, Commercial Lending, Mortgage Lending, Portfolio Management, Lines Of Credit, Banking, Wealth Management, Risk Management, Commercial Banking, Relationship Management, Financial Analysis, Business Analysis, Credit, Retail Banking, Small Business Lending, Equities, Finance, Cash Management, Credit Risk, Asset Based Lending, Capital Markets, Financial Modeling, Credit Analysis, Loan Origination, Investments, Consumer Lending, Treasury Management, Strategic Planning, Leadership
Education
University of Virginia 1983 — 1987
B.S., Commerce
University of Richmond 1989 — 1993
MBA
College for Financial Planning 1996 — 1998
Certified Financial Planner
Wells Fargo July 2008 - Present
Wachovia Bank, NA August 2000 - July 2008
First Union National Bank December 1997 - July 2000
Signet Bank December 1989 - December 1997
Signet Bank September 1987 - December 1989
Skills
Process Improvement, Loans, Underwriting, Commercial Lending, Mortgage Lending, Portfolio Management, Lines Of Credit, Banking, Wealth Management, Risk Management, Commercial Banking, Relationship Management, Financial Analysis, Business Analysis, Credit, Retail Banking, Small Business Lending, Equities, Finance, Cash Management, Credit Risk, Asset Based Lending, Capital Markets, Financial Modeling, Credit Analysis, Loan Origination, Investments, Consumer Lending, Treasury Management, Strategic Planning, Leadership
Education
University of Virginia 1983 — 1987
B.S., Commerce
University of Richmond 1989 — 1993
MBA
College for Financial Planning 1996 — 1998
Certified Financial Planner
George Karpinecz's Wachovia Bank NA Experience September 1987 - August 2005
Job Assistant Vice President Cash Letter Operations Manager The Provident Bank
Industry Banking
Experience
The Provident Bank July 2010 - Present
Garda Cash Logistics (formerly AT Systems Inc.) April 2007 - April 2009
Wachovia Bank NA September 1987 - August 2005
First Union National Bank September 1998 - August 2000
Corestates Bank/Questpoint 1996 - 1998
United Counties Trust Co. 1987 - 1996
The Bank of New York 1984 - 1987
Skills
Process Improvement, Vendor Management, Risk Management, Analysis, Leadership, Operations Management, Management, Outsourcing, Access, Mergers & Acquisitions, Performance Management, Team Building, Credit, Banking, Commercial Banking, Coaching, Customer Service, Internal Audit, Business Analysis, Change Management, Customer Satisfaction, Strategic Planning, Financial Analysis, Retail Banking, Financial Services, Portfolio Management, Human Resources, Cash Management, Financial Risk, Finance
Education
Kean University 1978 — 1982
BS, Management Science
The Provident Bank July 2010 - Present
Garda Cash Logistics (formerly AT Systems Inc.) April 2007 - April 2009
Wachovia Bank NA September 1987 - August 2005
First Union National Bank September 1998 - August 2000
Corestates Bank/Questpoint 1996 - 1998
United Counties Trust Co. 1987 - 1996
The Bank of New York 1984 - 1987
Skills
Process Improvement, Vendor Management, Risk Management, Analysis, Leadership, Operations Management, Management, Outsourcing, Access, Mergers & Acquisitions, Performance Management, Team Building, Credit, Banking, Commercial Banking, Coaching, Customer Service, Internal Audit, Business Analysis, Change Management, Customer Satisfaction, Strategic Planning, Financial Analysis, Retail Banking, Financial Services, Portfolio Management, Human Resources, Cash Management, Financial Risk, Finance
Education
Kean University 1978 — 1982
BS, Management Science
Beth McCague's Wachovia Bank NA Experience 1975 - 2007
Job Chairman North Florida Board at Seaside National Bank &Trust
Industry Alternative Dispute Resolution
Experience
Seaside National Bank &Trust August 2012 - Present
McCague Mediation June 2011 - Present
University of Florida Foundation 2004 - 2011
IxReveal, Inc. September 2008 - December 2010
Wachovia Bank NA 1975 - 2007
Skills
Arbitration, Mediation, Strategic Planning, Process Improvement, Dispute Resolution, Banking, Executive Coaching, Leadership, Public Speaking, Real Estate, Financial Analysis, Due Diligence, Coaching, Loans, Team Building, Cross-functional Team..., Insurance, Organizational..., Leadership Development, Management, Mergers & Acquisitions, Change Management, Policy, Training, Performance Management, Contract Negotiation, Small Business, Strategy, Executive Management, Risk Management, Start-ups, Management Consulting, Business Development, Business Planning, Entrepreneurship, Finance, Portfolio Management, New Business Development
Education
Jacksonville University 1986 — 1987
MBA, Business
University of Florida
BSBA, Finance
Gainesville
Seaside National Bank &Trust August 2012 - Present
McCague Mediation June 2011 - Present
University of Florida Foundation 2004 - 2011
IxReveal, Inc. September 2008 - December 2010
Wachovia Bank NA 1975 - 2007
Skills
Arbitration, Mediation, Strategic Planning, Process Improvement, Dispute Resolution, Banking, Executive Coaching, Leadership, Public Speaking, Real Estate, Financial Analysis, Due Diligence, Coaching, Loans, Team Building, Cross-functional Team..., Insurance, Organizational..., Leadership Development, Management, Mergers & Acquisitions, Change Management, Policy, Training, Performance Management, Contract Negotiation, Small Business, Strategy, Executive Management, Risk Management, Start-ups, Management Consulting, Business Development, Business Planning, Entrepreneurship, Finance, Portfolio Management, New Business Development
Education
Jacksonville University 1986 — 1987
MBA, Business
University of Florida
BSBA, Finance
Gainesville
yolanda fareaux's Wachovia Bank NA Experience May 2004 - April 2006
Job Call Center Representative at City of New York Department of Information Technololy and Telecommunication
Industry Banking
Experience
City of New York Department of Information Technololy and Telecommunication August 2010 - February 2013
Royal Bank of Scotland 2007 - 2008
Wachovia Bank NA May 2004 - April 2006
Deutsche Bank/State Street Bank 1987 - 2004
Skills
Retail Banking, Loans, Investment Banking
Education
Borough of Manhattan Community College 1988 — 1994
Associate of Arts (AA) Business Administration
City of New York Department of Information Technololy and Telecommunication August 2010 - February 2013
Royal Bank of Scotland 2007 - 2008
Wachovia Bank NA May 2004 - April 2006
Deutsche Bank/State Street Bank 1987 - 2004
Skills
Retail Banking, Loans, Investment Banking
Education
Borough of Manhattan Community College 1988 — 1994
Associate of Arts (AA) Business Administration
Dan O'Malley's Wachovia Bank NA Experience 2004 - 2009
Job Group Head of Wholesale Quality Assurance at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2014 - Present
Wells Fargo August 2013 - March 2014
Wells Fargo 2009 - 2013
Wachovia Bank, NA 2004 - 2009
First Union National Bank 1997 - 2003
Skills
Banking, Portfolio Management, Financial Services, SDLC, Risk Management, Fixed Income, Capital Markets
Education
Iona College
BBA, Management Information Systems, Summa Cum Laude honors
Wells Fargo March 2014 - Present
Wells Fargo August 2013 - March 2014
Wells Fargo 2009 - 2013
Wachovia Bank, NA 2004 - 2009
First Union National Bank 1997 - 2003
Skills
Banking, Portfolio Management, Financial Services, SDLC, Risk Management, Fixed Income, Capital Markets
Education
Iona College
BBA, Management Information Systems, Summa Cum Laude honors
K.C. Martin's Wachovia Bank NA Experience May 2008 - December 2009
Job Corporate Trainer, Assistant Vice President at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation April 2012 - Present
Regions Financial Corporation September 2010 - April 2012
Wachovia, A Wells Fargo Company December 2009 - August 2010
Wachovia Bank, NA May 2008 - December 2009
Skills
Training Facilitation, Training, Team Building, Loans, Consumer Lending, Retail Banking, Lines Of Credit, Credit, Employee Training, Team Leadership, Program Facilitation, Team Facilitation, Coaching, Customer Service, Banking, Management, Leadership
Education
Kennesaw State University
Regions Financial Corporation April 2012 - Present
Regions Financial Corporation September 2010 - April 2012
Wachovia, A Wells Fargo Company December 2009 - August 2010
Wachovia Bank, NA May 2008 - December 2009
Skills
Training Facilitation, Training, Team Building, Loans, Consumer Lending, Retail Banking, Lines Of Credit, Credit, Employee Training, Team Leadership, Program Facilitation, Team Facilitation, Coaching, Customer Service, Banking, Management, Leadership
Education
Kennesaw State University
Jim Chasteen's Wachovia Bank NA Experience 2002 - 2008
Job Network Security Engineer
Industry Information Technology and Services
Experience
Wells Fargo 2008 - January 2015
Wachovia Bank NA 2002 - 2008
Wachovia Bank, NA 1999 - 2002
Skills
CISSP, Network Security, IDS, Security, Firewalls, Malware Analysis, Information Security, Disaster Recovery, Networking, Data Center, Integration, Enterprise Architecture, Software Installation, Information Security..., Intrusion Detection, Visio, Information Technology
Education
High Point University
Bachelor's degree, Computer and Information Systems
Wells Fargo 2008 - January 2015
Wachovia Bank NA 2002 - 2008
Wachovia Bank, NA 1999 - 2002
Skills
CISSP, Network Security, IDS, Security, Firewalls, Malware Analysis, Information Security, Disaster Recovery, Networking, Data Center, Integration, Enterprise Architecture, Software Installation, Information Security..., Intrusion Detection, Visio, Information Technology
Education
High Point University
Bachelor's degree, Computer and Information Systems
Kim Burchell's Wachovia Bank NA Experience January 1991 - April 2005
Job Manager of Retail Banking at First Citizens Bank
Industry Banking
Experience
First Citizens Bank April 2005 - Present
First Citizens Bank and Trust Company 2005 - Present
Wachovia Bank, NA January 1991 - April 2005
Skills
Strategic Planning, Small Business Lending, Portfolio Management, Lines Of Credit, Credit Analysis, Commercial Lending, Banking, Retail Banking, Commercial Banking, Financial Services, Loans, Consumer Lending, Credit
Education
Appalachian State University 1985 — 1990
Bachelor of Science, Accounting
First Citizens Bank April 2005 - Present
First Citizens Bank and Trust Company 2005 - Present
Wachovia Bank, NA January 1991 - April 2005
Skills
Strategic Planning, Small Business Lending, Portfolio Management, Lines Of Credit, Credit Analysis, Commercial Lending, Banking, Retail Banking, Commercial Banking, Financial Services, Loans, Consumer Lending, Credit
Education
Appalachian State University 1985 — 1990
Bachelor of Science, Accounting
M. Raechel Zientek's Wachovia Bank NA Experience February 2004 - June 2006
Job Strategy Planning Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2011 - Present
Wells Fargo August 2010 - April 2011
Wachovia Bank, A Wells Fargo Company March 2009 - August 2010
Wachovia Bank, NA February 2004 - June 2006
PwC August 1999 - February 2004
Skills
Vendor Management, PMO, Program Management, Banking, Project Management, Project Portfolio..., Change Management, Financial Services, PMP, Management, Outsourcing, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Finance, Strategic Financial..., Vendor Contracts, Contract Negotiation, International..., Technology Management, Building Relationships, Vendor Relationships
Education
Michigan State University 1994 — 1999
BA, Accounting, Supply Chain Management
Wells Fargo April 2011 - Present
Wells Fargo August 2010 - April 2011
Wachovia Bank, A Wells Fargo Company March 2009 - August 2010
Wachovia Bank, NA February 2004 - June 2006
PwC August 1999 - February 2004
Skills
Vendor Management, PMO, Program Management, Banking, Project Management, Project Portfolio..., Change Management, Financial Services, PMP, Management, Outsourcing, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Finance, Strategic Financial..., Vendor Contracts, Contract Negotiation, International..., Technology Management, Building Relationships, Vendor Relationships
Education
Michigan State University 1994 — 1999
BA, Accounting, Supply Chain Management
Cheryl Wulfert's Wachovia Bank NA Experience April 1989 - Present
Job Trust Officer Charitable Planned Giving at Wachovia Bank, NA
Industry Banking
Experience
Wachovia Bank, NA April 1989 - Present
Education
University of North Carolina at Greensboro 1977 — 1981
MA, History
Concordia University Chicago 1968 — 1972
BA, History
Wachovia Bank, NA April 1989 - Present
Education
University of North Carolina at Greensboro 1977 — 1981
MA, History
Concordia University Chicago 1968 — 1972
BA, History
Leigh Gladden Lalos's Wachovia Bank NA Experience October 2003 - October 2007
Job Trust Administrator at People's United Bank
Industry Banking
Experience
Peoples United Bank 2008 - Present
Wachovia Bank, NA October 2003 - October 2007
First Citizens Bank and Trust Company, Inc. August 1984 - September 2004
Skills
Commercial Banking, Credit Analysis, Credit, Commercial Lending, Small Business Lending, Branch Management, Lines Of Credit, Loans, Credit Risk, Cash Management, Risk Management, Portfolio Management, Consumer Lending, Mortgage Lending, Refinance, Cross Selling, Loan Origination, Deposits, Retail Banking, Wealth Management, Underwriting, Relationship Management, AML, Series 63
Education
College of Charleston 1978 — 1979
Bachelor of Arts (B.A.), English Language and Literature, General
Anderson University (SC) 1976 — 1978
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Peoples United Bank 2008 - Present
Wachovia Bank, NA October 2003 - October 2007
First Citizens Bank and Trust Company, Inc. August 1984 - September 2004
Skills
Commercial Banking, Credit Analysis, Credit, Commercial Lending, Small Business Lending, Branch Management, Lines Of Credit, Loans, Credit Risk, Cash Management, Risk Management, Portfolio Management, Consumer Lending, Mortgage Lending, Refinance, Cross Selling, Loan Origination, Deposits, Retail Banking, Wealth Management, Underwriting, Relationship Management, AML, Series 63
Education
College of Charleston 1978 — 1979
Bachelor of Arts (B.A.), English Language and Literature, General
Anderson University (SC) 1976 — 1978
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Rachael Chao's Wachovia Bank NA Experience July 2006 - May 2007
Job Stay at home Mom
Industry Health, Wellness and Fitness
Experience
Stay at home Mom August 2013 - Present
First Citizens Bank June 2009 - Present
First Citizens Bank August 2012 - August 2013
IronStone Bank June 2009 - August 2012
Augusta First Bank and Trust / Synovus June 2007 - May 2009
Augusta First Bank and Trust 2007 - 2009
Wachovia Bank N.A July 2006 - May 2007
The Palmetto Bank May 2005 - May 2006
The Palmetto Bank May 2004 - July 2004
Skills
Banking, Consumer Lending, Credit, Retail Banking, Deposits
Education
Lee University 2003 — 2005
Lander University 2002 — 2003
Greenwood High School
High School Diploma
Lander University / Lee UniversityGreenwood, SC
Progress
Stay at home Mom August 2013 - Present
First Citizens Bank June 2009 - Present
First Citizens Bank August 2012 - August 2013
IronStone Bank June 2009 - August 2012
Augusta First Bank and Trust / Synovus June 2007 - May 2009
Augusta First Bank and Trust 2007 - 2009
Wachovia Bank N.A July 2006 - May 2007
The Palmetto Bank May 2005 - May 2006
The Palmetto Bank May 2004 - July 2004
Skills
Banking, Consumer Lending, Credit, Retail Banking, Deposits
Education
Lee University 2003 — 2005
Lander University 2002 — 2003
Greenwood High School
High School Diploma
Lander University / Lee UniversityGreenwood, SC
Progress
Donald Harrell's Wachovia Bank NA Experience July 2004 - April 2006
Job at Congressional FCU
Industry Financial Services
Experience
Congressional Federal Credit Union June 2011 - Present
Capital One Bank - formerly Chevy Chase Bank in the DC Area February 2010 - June 2011
The Citi Private Bank April 2006 - July 2010
Citi Private Bank June 2009 - November 2009
Wachovia Bank NA July 2004 - April 2006
Riggs Bank March 2004 - July 2004
Riggs Bank October 2000 - March 2004
Bombay Furnishings November 1999 - October 2000
Washington National Cathedral October 1997 - August 1999
Skills
Auditing, Personnel Management, Plannning, Morale, Banking, Credit, Retail Banking, Risk Management, Financial Services, Financial Analysis, Cash Management, Commercial Banking, Mortgage Lending, Loans, Customer Service, Commercial Lending, Management, Policy, Financial Risk, Historical Research
Education
North Carolina State University 1985 — 1989
BA, Business Management
Georgia Institute of Technology 1983 — 1985
Congressional Federal Credit Union June 2011 - Present
Capital One Bank - formerly Chevy Chase Bank in the DC Area February 2010 - June 2011
The Citi Private Bank April 2006 - July 2010
Citi Private Bank June 2009 - November 2009
Wachovia Bank NA July 2004 - April 2006
Riggs Bank March 2004 - July 2004
Riggs Bank October 2000 - March 2004
Bombay Furnishings November 1999 - October 2000
Washington National Cathedral October 1997 - August 1999
Skills
Auditing, Personnel Management, Plannning, Morale, Banking, Credit, Retail Banking, Risk Management, Financial Services, Financial Analysis, Cash Management, Commercial Banking, Mortgage Lending, Loans, Customer Service, Commercial Lending, Management, Policy, Financial Risk, Historical Research
Education
North Carolina State University 1985 — 1989
BA, Business Management
Georgia Institute of Technology 1983 — 1985
Ron Derrick's Wachovia Bank NA Experience December 2001 - August 2002
Job Mortgage Loan Originator at Network Funding, LP NMLS#2297
Industry Financial Services
Experience
Network Funding, LP March 2015 - Present
First Citizens Bank and Trust Company, Inc. September 2011 - February 2015
First Citizens Bancorporation August 2002 - February 2015
Wachovia Bank, NA December 2001 - August 2002
Wachovia, NA June 1999 - November 2001
Wachovia, NA June 1996 - June 1999
Wachovia Bank, NA formerly known as SC National Bank May 1984 - June 1996
Skills
Banking, Credit, Loans, Portfolio Management, Financial Analysis, Mortgage Lending, Credit Analysis, Risk Management, Finance, Commercial Banking, Commercial Lending, FHA, Loan Origination, Small Business Lending, Real Estate, Underwriting, Commercial Real Estate, Mortgage Banking, Management, Financial Risk, Financial Structuring, Sales, USDA, VA Loans, Consumer Lending
Education
Newberry College 1980 — 1984
Bachelor of Science (B.S.), Business Administration
Network Funding, LP March 2015 - Present
First Citizens Bank and Trust Company, Inc. September 2011 - February 2015
First Citizens Bancorporation August 2002 - February 2015
Wachovia Bank, NA December 2001 - August 2002
Wachovia, NA June 1999 - November 2001
Wachovia, NA June 1996 - June 1999
Wachovia Bank, NA formerly known as SC National Bank May 1984 - June 1996
Skills
Banking, Credit, Loans, Portfolio Management, Financial Analysis, Mortgage Lending, Credit Analysis, Risk Management, Finance, Commercial Banking, Commercial Lending, FHA, Loan Origination, Small Business Lending, Real Estate, Underwriting, Commercial Real Estate, Mortgage Banking, Management, Financial Risk, Financial Structuring, Sales, USDA, VA Loans, Consumer Lending
Education
Newberry College 1980 — 1984
Bachelor of Science (B.S.), Business Administration
Hakim Allah's Wachovia Bank NA Experience February 2004 - February 2008
Job Associate Corporate Sales Representative at Citrix
Industry Banking
Experience
Citrix March 2015 - Present
REVGEN December 2014 - March 2015
LocateASmallBusiness.com February 2012 - November 2014
Bank of America NA December 2011 - February 2012
Aerotek / Bank of America NA June 2010 - December 2011
Highlighted Accomplishments February 2008 - June 2010
Wachovia, A Wells Fargo Company February 2004 - February 2008
Wachovia Bank NA February 2004 - February 2008
Freedom Home Mortgage March 2003 - February 2004
G. Collins Realty September 2001 - February 2003
Skills
CRM, Cold Calling, Sales, Management, Talent Acquisition, Sourcing, Training, Selling, Sales Operations, Interviews, Marketing, Credit, Customer Retention, Banking
Education
Morehouse College 1993 — 1997
B.A., English
Morehouse College
Bachelor of Arts, English
Citrix March 2015 - Present
REVGEN December 2014 - March 2015
LocateASmallBusiness.com February 2012 - November 2014
Bank of America NA December 2011 - February 2012
Aerotek / Bank of America NA June 2010 - December 2011
Highlighted Accomplishments February 2008 - June 2010
Wachovia, A Wells Fargo Company February 2004 - February 2008
Wachovia Bank NA February 2004 - February 2008
Freedom Home Mortgage March 2003 - February 2004
G. Collins Realty September 2001 - February 2003
Skills
CRM, Cold Calling, Sales, Management, Talent Acquisition, Sourcing, Training, Selling, Sales Operations, Interviews, Marketing, Credit, Customer Retention, Banking
Education
Morehouse College 1993 — 1997
B.A., English
Morehouse College
Bachelor of Arts, English
Eric J. Worthy's Wachovia Bank NA Experience 2000 - 2008
Job Implementation Consultant 3 at Wells Fargo Bank, NA
Industry Banking
Experience
Wells Fargo Bank, NA September 2015 - Present
Wells Fargo 1995 - Present
Wachovia, A Wells Fargo Company 2005 - 2010
Wachovia Bank, NA 2000 - 2008
Ephesians 6, Inc. 2004 - 2007
Skills
Information Technology, Project Management, Banking, Leadership, Process Improvement, Risk Management, Business Process, Business Analysis, Business Continuity..., Vendor Management, Management, Marketing Strategy, Business Continuity, Analysis, SDLC, Operational Risk...
Education
North Carolina Central University 1982 — 1987
BS, Business Administration
Wells Fargo Bank, NA September 2015 - Present
Wells Fargo 1995 - Present
Wachovia, A Wells Fargo Company 2005 - 2010
Wachovia Bank, NA 2000 - 2008
Ephesians 6, Inc. 2004 - 2007
Skills
Information Technology, Project Management, Banking, Leadership, Process Improvement, Risk Management, Business Process, Business Analysis, Business Continuity..., Vendor Management, Management, Marketing Strategy, Business Continuity, Analysis, SDLC, Operational Risk...
Education
North Carolina Central University 1982 — 1987
BS, Business Administration
Caryn Craige's Wachovia Bank NA Experience June 1997 - June 2004
Job Designer/Owner at CMC Interiors
Industry Design
Experience
CMC Interiors August 2005 - Present
FreemanWhite December 2004 - January 2006
Wachovia Bank, NA June 1997 - June 2004
Nationsbank, NA March 1996 - June 1997
Blair Conaway Bograd & Martin August 1993 - March 1996
Skills
Interior Design, Event Planning, Space planning
Education
Central Piedmont Community College 2005 — 2007
Associate of Arts (AA), Interior Design
Wake Forest University - Babcock Graduate School of Management 1989 — 1993
JD/MBA, Finance, General
Wake Forest University School of Law 1989 — 1993
JD/MBA, Business Law
The College of William and Mary 1985 — 1989
Bachelor of Business Administration (BBA), Finance, General
CMC Interiors August 2005 - Present
FreemanWhite December 2004 - January 2006
Wachovia Bank, NA June 1997 - June 2004
Nationsbank, NA March 1996 - June 1997
Blair Conaway Bograd & Martin August 1993 - March 1996
Skills
Interior Design, Event Planning, Space planning
Education
Central Piedmont Community College 2005 — 2007
Associate of Arts (AA), Interior Design
Wake Forest University - Babcock Graduate School of Management 1989 — 1993
JD/MBA, Finance, General
Wake Forest University School of Law 1989 — 1993
JD/MBA, Business Law
The College of William and Mary 1985 — 1989
Bachelor of Business Administration (BBA), Finance, General
Carlos Quintela's Wachovia Bank NA Experience July 2004 - August 2007
Job Vice President Relationship Manager at J P Morgan Chase
Industry Banking
Experience
J P Morgan Chase September 2009 - Present
Washington Mutual Bank August 2007 - September 2009
Wachovia Bank NA July 2004 - August 2007
Skills
Small Business Lending, Commercial Lending, Loans, Banking, Lines Of Credit, Credit, Commercial Banking, SBA, Commercial Mortgages, Treasury Management, Retail Banking, Asset Based Lending, Cash Management, Consumer Lending, Loan Origination
Education
Barry University
BS, Business Administration HR Cert
J P Morgan Chase September 2009 - Present
Washington Mutual Bank August 2007 - September 2009
Wachovia Bank NA July 2004 - August 2007
Skills
Small Business Lending, Commercial Lending, Loans, Banking, Lines Of Credit, Credit, Commercial Banking, SBA, Commercial Mortgages, Treasury Management, Retail Banking, Asset Based Lending, Cash Management, Consumer Lending, Loan Origination
Education
Barry University
BS, Business Administration HR Cert
Jason Cahaly's Wachovia Bank NA Experience September 2002 - June 2004
Job
Industry Banking
Experience
Bank of America April 2015 - Present
Wells Fargo Bank January 2012 - Present
Wachovia/ Wells Fargo June 2004 - December 2011
Wachovia Bank N.A September 2002 - June 2004
Skills
Operational Risk..., Corporate and..., Credit Risk Management..., Enterprise Risk..., Corporate Credit, Relationship Management, Asset Based Lending..., Staff Management..., Project Management, Auditing, Credit, Process Improvement
Education
Auburn University 1989 — 1993
BS, International Business
Bank of America April 2015 - Present
Wells Fargo Bank January 2012 - Present
Wachovia/ Wells Fargo June 2004 - December 2011
Wachovia Bank N.A September 2002 - June 2004
Skills
Operational Risk..., Corporate and..., Credit Risk Management..., Enterprise Risk..., Corporate Credit, Relationship Management, Asset Based Lending..., Staff Management..., Project Management, Auditing, Credit, Process Improvement
Education
Auburn University 1989 — 1993
BS, International Business
Marie Saccone's Wachovia Bank NA Experience January 2004 - January 2013
Job Vice President and Branch Manager at Webster Bank
Industry Banking
Experience
Webster Bank January 2013 - Present
Wells Fargo January 2004 - January 2013
Wells Fargo Bank NA January 2004 - January 2013
Wachovia Bank January 2004 - January 2013
Wachovia Bank NA January 2004 - January 2013
Wachovia, A Wells Fargo Company January 2004 - April 2012
Regional Bank February 2006 - August 2011
Washington Mutual Bank, FA October 2001 - December 2003
CB Bank October 1997 - September 2001
The Bank of New York November 1975 - September 1997
Skills
Banking, Commercial Banking, Credit, Mortgage Lending, Small Business Lending, Loans, Lines Of Credit, Commercial Lending
Education
American Institute of Banking
Advanced Degree
Iona College
Economics
Webster Bank January 2013 - Present
Wells Fargo January 2004 - January 2013
Wells Fargo Bank NA January 2004 - January 2013
Wachovia Bank January 2004 - January 2013
Wachovia Bank NA January 2004 - January 2013
Wachovia, A Wells Fargo Company January 2004 - April 2012
Regional Bank February 2006 - August 2011
Washington Mutual Bank, FA October 2001 - December 2003
CB Bank October 1997 - September 2001
The Bank of New York November 1975 - September 1997
Skills
Banking, Commercial Banking, Credit, Mortgage Lending, Small Business Lending, Loans, Lines Of Credit, Commercial Lending
Education
American Institute of Banking
Advanced Degree
Iona College
Economics
Sally Florane's Wachovia Bank NA Experience March 2007 - November 2007
Job Business Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2007 - Present
Wachovia Bank, NA March 2007 - November 2007
Wachovia Bank, NA December 1994 - February 2007
Skills
Data Mapping, Full SDLC, SDLC, Requirements Gathering, Mainframe, Business Requirements, DB2, Software Project...
Education
Erie Community College 1981 — 1986
Computer Science, Programming
Erie Community College 1977 — 1979
A.A.S., General Studies
Wells Fargo October 2007 - Present
Wachovia Bank, NA March 2007 - November 2007
Wachovia Bank, NA December 1994 - February 2007
Skills
Data Mapping, Full SDLC, SDLC, Requirements Gathering, Mainframe, Business Requirements, DB2, Software Project...
Education
Erie Community College 1981 — 1986
Computer Science, Programming
Erie Community College 1977 — 1979
A.A.S., General Studies
Todd Parrish's Wachovia Bank NA Experience August 2002 - June 2004
Job Underwriter at Wells Fargo Bank
Industry Financial Services
Experience
Salem College August 2015 - Present
Wells Fargo September 2010 - Present
Wells Fargo June 2004 - September 2010
Wachovia Bank, NA August 2002 - June 2004
Southern Community Bank and Trust (Now Capital Bank) October 2001 - August 2002
Skills
Banking, Real Estate, Credit, Credit Analysis, Investments, Loans, Portfolio Management, Risk Management, Finance, Commercial Real Estate, Financial Analysis, Underwriting
Education
Appalachian State University 1993 — 1995
MBA, Finance
University of North Carolina at Wilmington
Bachelor's Degree, Counseling Psychology
Salem College August 2015 - Present
Wells Fargo September 2010 - Present
Wells Fargo June 2004 - September 2010
Wachovia Bank, NA August 2002 - June 2004
Southern Community Bank and Trust (Now Capital Bank) October 2001 - August 2002
Skills
Banking, Real Estate, Credit, Credit Analysis, Investments, Loans, Portfolio Management, Risk Management, Finance, Commercial Real Estate, Financial Analysis, Underwriting
Education
Appalachian State University 1993 — 1995
MBA, Finance
University of North Carolina at Wilmington
Bachelor's Degree, Counseling Psychology
Betsy Console's Wachovia Bank NA Experience August 2002 - July 2005
Job Senior Private Bank Underwriter at Wells Fargo Bank, NA
Industry Banking
Experience
Wells Fargo Bank, NA March 2012 - Present
Wells Fargo Bank, NA August 2005 - April 2012
Wachovia Bank, NA August 2002 - July 2005
Wachovia Bank, NA September 2001 - August 2002
Fleet Bank 1978 - 2001
Skills
Commercial Lending, Commercial Banking, Loans, Underwriting, Municipal Finance, Commerical Real Estate, Credit Policy, Bank Relationship..., Private Banking, Credit, Banking, Finance, Relationship Management
Education
Mount Holyoke College
BA, American Studies
The University of Connecticut School of Business
MBA, Finance and Marketing
Wells Fargo Bank, NA March 2012 - Present
Wells Fargo Bank, NA August 2005 - April 2012
Wachovia Bank, NA August 2002 - July 2005
Wachovia Bank, NA September 2001 - August 2002
Fleet Bank 1978 - 2001
Skills
Commercial Lending, Commercial Banking, Loans, Underwriting, Municipal Finance, Commerical Real Estate, Credit Policy, Bank Relationship..., Private Banking, Credit, Banking, Finance, Relationship Management
Education
Mount Holyoke College
BA, American Studies
The University of Connecticut School of Business
MBA, Finance and Marketing
Kim Krause's Wachovia Bank NA Experience August 2001 - November 2009
Job Support Services Manager
Industry Financial Services
Experience
Fairfax Global Markets, LLC December 2009 - Present
Wachovia Bank, NA August 2001 - November 2009
Old Navy Clothing Company February 1998 - July 2001
Skills
Team Leadership, Customer Service..., Customer Service..., Role model for highest..., Coaching Staff, Operational Excellence, Staff Development, New Business Development, Sales
Education
Gateway Community College 1990 — 1991
Branford High School 1986 — 1989
High School Diploma
Fairfax Global Markets, LLC December 2009 - Present
Wachovia Bank, NA August 2001 - November 2009
Old Navy Clothing Company February 1998 - July 2001
Skills
Team Leadership, Customer Service..., Customer Service..., Role model for highest..., Coaching Staff, Operational Excellence, Staff Development, New Business Development, Sales
Education
Gateway Community College 1990 — 1991
Branford High School 1986 — 1989
High School Diploma
Janet-Marie Gillan's Wachovia Bank NA Experience January 1996 - January 2008
Job Customer Service at FlightSafety International
Industry Airlines/Aviation
Experience
FlightSafety International/Savannah January 2011 - Present
FlightSafety International/Savannah January 2011 - Present
1998-2008 January 1998 - January 2008
Wells Fargo January 1998 - January 2008
Wachovia Bank N.A January 1996 - January 2008
Wachovia Bank N.A January 1996 - January 2008
JANET-MARIE GILLAN January 1996 - January 1998
JANET-MARIE GILLAN January 1996 - January 1998
Commerce Bank January 1978 - January 1996
Commerce Bank January 1978 - January 1996
Skills
Aviation, Aircraft, Airlines, Flights, Commercial Aviation, Flight Safety, Airports, Aircraft Maintenance, Aerospace, Avionics, Civil Aviation, Flight Planning, Mortgage Banking, Banking, Mortgage Underwriting, Charter, Software Documentation, Training, Piloting, Airworthiness, Aeronautics, CFI, Helicopters, Maintenance & Repair
Education
Camden County College 1985 — 1989
Associate, Business Administration, 3.98 GPA
Camden County College
Associate, Business Administration
Rutgers University
Rutgers University
FlightSafety International/Savannah January 2011 - Present
FlightSafety International/Savannah January 2011 - Present
1998-2008 January 1998 - January 2008
Wells Fargo January 1998 - January 2008
Wachovia Bank N.A January 1996 - January 2008
Wachovia Bank N.A January 1996 - January 2008
JANET-MARIE GILLAN January 1996 - January 1998
JANET-MARIE GILLAN January 1996 - January 1998
Commerce Bank January 1978 - January 1996
Commerce Bank January 1978 - January 1996
Skills
Aviation, Aircraft, Airlines, Flights, Commercial Aviation, Flight Safety, Airports, Aircraft Maintenance, Aerospace, Avionics, Civil Aviation, Flight Planning, Mortgage Banking, Banking, Mortgage Underwriting, Charter, Software Documentation, Training, Piloting, Airworthiness, Aeronautics, CFI, Helicopters, Maintenance & Repair
Education
Camden County College 1985 — 1989
Associate, Business Administration, 3.98 GPA
Camden County College
Associate, Business Administration
Rutgers University
Rutgers University
Donna Butler Youngblood's Wachovia Bank NA Experience December 1977 - March 2004
Job Appraiser II Personal Property at Walton County Board of Tax Assessors
Industry Government Relations
Experience
Walton Co Assessors December 2005 - Present
Wachovia Bank NA December 1977 - March 2004
Skills
Accounting, Appraisal Skills, Financial Accounting, Microsoft Office, Office Administration, Office Management, Organizational..., Team Leadership, Mortgage Lending, Commercial Lending, Consumer Lending, Spreadsheets, Deposits, Credit, Cash Management, Loans, Banking, Administrative..., Commercial Banking, Small Business Lending, Customer Service, Public Speaking, Team Building, Leadership, Administrative..., Event Planning, Budgets
Education
Athens Technical College 1977 — 1978
Accounting
Georgia Department of Revenue
Appraiser II
Walton Co Assessors December 2005 - Present
Wachovia Bank NA December 1977 - March 2004
Skills
Accounting, Appraisal Skills, Financial Accounting, Microsoft Office, Office Administration, Office Management, Organizational..., Team Leadership, Mortgage Lending, Commercial Lending, Consumer Lending, Spreadsheets, Deposits, Credit, Cash Management, Loans, Banking, Administrative..., Commercial Banking, Small Business Lending, Customer Service, Public Speaking, Team Building, Leadership, Administrative..., Event Planning, Budgets
Education
Athens Technical College 1977 — 1978
Accounting
Georgia Department of Revenue
Appraiser II
william Britt's Wachovia Bank NA Experience January 2007 - July 2008
Job Regional Banking Private Banker at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank November 2010 - Present
Wachovia Bank, NA January 2007 - July 2008
Wachovia Bank, NA January 2004 - December 2006
First Union National Bank April 2000 - January 2004
Skills
Hold Series 7, Series 63, Series 65, NC and Virginia FINRA..., Banking, Credit, Loans, Credit Analysis, Financial Analysis, Portfolio Management, Commercial Banking, Retail Banking, Investments, Commercial Lending, Loan Origination, Wealth Management, Small Business Lending, Consumer Lending, Finance, Financial Modeling, Series 7
Education
Davidson County Community College 1982 — 1985
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Wells Fargo Bank November 2010 - Present
Wachovia Bank, NA January 2007 - July 2008
Wachovia Bank, NA January 2004 - December 2006
First Union National Bank April 2000 - January 2004
Skills
Hold Series 7, Series 63, Series 65, NC and Virginia FINRA..., Banking, Credit, Loans, Credit Analysis, Financial Analysis, Portfolio Management, Commercial Banking, Retail Banking, Investments, Commercial Lending, Loan Origination, Wealth Management, Small Business Lending, Consumer Lending, Finance, Financial Modeling, Series 7
Education
Davidson County Community College 1982 — 1985
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Daren Whatley's Wachovia Bank NA Experience 2005 - 2009
Job Commercial Real Estate Lender at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2014 - Present
Wells Fargo 2009 - Present
Wachovia Bank, NA 2005 - 2009
SouthTrust Bank 2004 - 2005
Skills
Commercial Real Estate, Portfolio Management, Mortgage Underwriting, Credit Analysis, Commercial Lending, Mortgage Banking, Commercial Mortgages, Real Estate Financing, Financial Structuring, Debt Restructuring, Real Estate Economics, Loans, Loan Origination, Credit, Commercial Banking, Mortgage Lending, Underwriting, Small Business Lending
Education
Florida State University - College of Business 2000 — 2001
Master of Business Administration (MBA), Finance
Wells Fargo November 2014 - Present
Wells Fargo 2009 - Present
Wachovia Bank, NA 2005 - 2009
SouthTrust Bank 2004 - 2005
Skills
Commercial Real Estate, Portfolio Management, Mortgage Underwriting, Credit Analysis, Commercial Lending, Mortgage Banking, Commercial Mortgages, Real Estate Financing, Financial Structuring, Debt Restructuring, Real Estate Economics, Loans, Loan Origination, Credit, Commercial Banking, Mortgage Lending, Underwriting, Small Business Lending
Education
Florida State University - College of Business 2000 — 2001
Master of Business Administration (MBA), Finance
Jon Leeper's Wachovia Bank NA Experience 1985 - 1995
Job Vice President, Sales and Service at ACS Benefit Services, Inc.
Industry Insurance
Experience
ACS Benefit Services, Inc. August 2012 - Present
Penn Western Benefits, Inc. 1995 - 2012
Wachovia Bank, NA 1985 - 1995
Skills
Experienced Sales..., Benefit Plan..., Health Insurance, Underwriting, Stop Loss, Employee Benefits, Brokers, ERISA
Education
Buena Vista University 1981 — 1985
ACS Benefit Services, Inc. August 2012 - Present
Penn Western Benefits, Inc. 1995 - 2012
Wachovia Bank, NA 1985 - 1995
Skills
Experienced Sales..., Benefit Plan..., Health Insurance, Underwriting, Stop Loss, Employee Benefits, Brokers, ERISA
Education
Buena Vista University 1981 — 1985
Dan Hovendick's Wachovia Bank NA Experience August 2003 - April 2008
Job President
Industry Telecommunications
Experience
EnerComm Solutions, LLC January 1999 - Present
Wachovia Bank NA August 2003 - April 2008
Skills
Energy Efficiency, Retrofit, Telecommunications, Contract Negotiation, Consulting, Networking, Proposal Writing, Project Management, Energy, Management, Strategic Planning, Sales, Project Planning, Business Strategy, Strategy, Business Development, New Business Development, Start-ups, Negotiation, Leadership, Team Building, Program Management, Sales Management, Marketing, Management Consulting
Education
Minnesota State University, Moorhead 1965 — 1969
BS, Industrial Arts and Technololgy
EnerComm Solutions, LLC January 1999 - Present
Wachovia Bank NA August 2003 - April 2008
Skills
Energy Efficiency, Retrofit, Telecommunications, Contract Negotiation, Consulting, Networking, Proposal Writing, Project Management, Energy, Management, Strategic Planning, Sales, Project Planning, Business Strategy, Strategy, Business Development, New Business Development, Start-ups, Negotiation, Leadership, Team Building, Program Management, Sales Management, Marketing, Management Consulting
Education
Minnesota State University, Moorhead 1965 — 1969
BS, Industrial Arts and Technololgy