Wachovia Bank NA
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Wachovia Bank NA Employees
Employee
Years
Job
Industry
Bryan Monteith Bryan Monteith's Wachovia Bank NA Experience June 2002 - May 2003
Job
Industry Banking
Experience
First South Bank March 2015 - Present
SunTrust Bank February 2014 - February 2015
Fidelity Bank June 2009 - February 2014
Bank of America February 2008 - June 2009
Wachovia Bank April 2004 - February 2008
RBC Centura May 2003 - April 2004
Wachovia Bank NA June 2002 - May 2003
Wachovia Bank NA January 2001 - June 2002
Skills
Portfolio Management, Credit Analysis, Risk Management, Customer Relations, Cash Flow Management, Structured Finance, Client Retention, Commercial Banking, Cash Management, Financial Analysis, Banking, Credit, Commercial Lending, Financial Modeling, Underwriting, Corporate Finance, Due Diligence, New Business Development, Cash Flow, Business Planning, Business Strategy, Sales Management, Treasury Management, Finance, Customer Service, Mergers, Real Estate, Relationship Management, Sales, Investments, Customer Retention, Mergers & Acquisitions, Leadership, Business Development, Small Business
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2006
MBA
Western Carolina University 1992 — 1997
Bachelor of Science
Blue Ridge High School
First South Bank March 2015 - Present
SunTrust Bank February 2014 - February 2015
Fidelity Bank June 2009 - February 2014
Bank of America February 2008 - June 2009
Wachovia Bank April 2004 - February 2008
RBC Centura May 2003 - April 2004
Wachovia Bank NA June 2002 - May 2003
Wachovia Bank NA January 2001 - June 2002
Skills
Portfolio Management, Credit Analysis, Risk Management, Customer Relations, Cash Flow Management, Structured Finance, Client Retention, Commercial Banking, Cash Management, Financial Analysis, Banking, Credit, Commercial Lending, Financial Modeling, Underwriting, Corporate Finance, Due Diligence, New Business Development, Cash Flow, Business Planning, Business Strategy, Sales Management, Treasury Management, Finance, Customer Service, Mergers, Real Estate, Relationship Management, Sales, Investments, Customer Retention, Mergers & Acquisitions, Leadership, Business Development, Small Business
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2006
MBA
Western Carolina University 1992 — 1997
Bachelor of Science
Blue Ridge High School
Carl Villarosa Carl Villarosa's Wachovia Bank NA Experience October 2005 - May 2006
Job Experienced Business Sales Executive and Top Performer with Documented Results
Industry Telecommunications
Experience
T-Mobile 2012 - Present
T-Mobile April 2010 - July 2012
T-Mobile January 2008 - April 2010
T-Mobile May 2006 - January 2008
Wachovia Bank NA October 2005 - May 2006
Wells Fargo October 2004 - October 2005
Skills
Direct Sales, Solution Selling, Sales Operations, Sales, Customer Retention, Telecommunications, Business Development, Account Management, Wireless, B2B, Customer Satisfaction, Sales Process, Cold Calling, Management, Strategic Partnerships, Selling, New Business Development, Mobile Devices, Closing Deals, Sales Management, Leadership, Contract Negotiation, Mobile Communications, Cross-functional Team..., VoIP, Managed Services, Sales Presentations, Customer Experience, Consultative Selling, Contract Negotiations, Miller Heiman, Wireless Solutions, Software Sales, Major Accounts, Leadership Development, Business Continuity, Tracking Solutions, Mobile Enterprise, M2M, Business Intelligence, SaaS, Unified Communications, Mobile Technology, CRM, Salesforce.com, Team Building, Product Management, Customer Service, Product Marketing, Team Leadership
Education
University of South Florida 2001 — 2004
BA, Communication
T-Mobile 2012 - Present
T-Mobile April 2010 - July 2012
T-Mobile January 2008 - April 2010
T-Mobile May 2006 - January 2008
Wachovia Bank NA October 2005 - May 2006
Wells Fargo October 2004 - October 2005
Skills
Direct Sales, Solution Selling, Sales Operations, Sales, Customer Retention, Telecommunications, Business Development, Account Management, Wireless, B2B, Customer Satisfaction, Sales Process, Cold Calling, Management, Strategic Partnerships, Selling, New Business Development, Mobile Devices, Closing Deals, Sales Management, Leadership, Contract Negotiation, Mobile Communications, Cross-functional Team..., VoIP, Managed Services, Sales Presentations, Customer Experience, Consultative Selling, Contract Negotiations, Miller Heiman, Wireless Solutions, Software Sales, Major Accounts, Leadership Development, Business Continuity, Tracking Solutions, Mobile Enterprise, M2M, Business Intelligence, SaaS, Unified Communications, Mobile Technology, CRM, Salesforce.com, Team Building, Product Management, Customer Service, Product Marketing, Team Leadership
Education
University of South Florida 2001 — 2004
BA, Communication
Jeffrey Pittard Jeffrey Pittard's Wachovia Bank NA Experience November 2007 - January 2010
Job Account Coordinator at Insurance Office of America
Industry Insurance
Experience
Insurance Office of America January 2012 - Present
Florida Bank of Commerce January 2010 - January 2012
Wachovia Bank NA November 2007 - January 2010
Best Buy May 2004 - November 2007
Skills
Financial Analysis, Customer Service, Insurance, Finance, Underwriting, Credit, Loans, Financial Services, Credit Analysis, Commercial Insurance, Sales, Accounts Payable, Accounts Receivable, Account Reconciliation, Video Games, Writing, Creative Writing, Creative Solutions, Computer Hardware, Proofreading, Electronics, Long Distance Running, Nutrition, Supply Management, PowerPoint, Public Speaking, Microsoft Excel, Outlook
Education
University of Central Florida 2004 — 2010
Bachelor of Arts (B.A.), Interdisciplinary Studies, 3.5 GPA
Valencia Community College 2000 — 2004
Associate of Arts (A.A.), General Education
Palm Beach Community College 1999 — 2000
General Education
Insurance Office of America January 2012 - Present
Florida Bank of Commerce January 2010 - January 2012
Wachovia Bank NA November 2007 - January 2010
Best Buy May 2004 - November 2007
Skills
Financial Analysis, Customer Service, Insurance, Finance, Underwriting, Credit, Loans, Financial Services, Credit Analysis, Commercial Insurance, Sales, Accounts Payable, Accounts Receivable, Account Reconciliation, Video Games, Writing, Creative Writing, Creative Solutions, Computer Hardware, Proofreading, Electronics, Long Distance Running, Nutrition, Supply Management, PowerPoint, Public Speaking, Microsoft Excel, Outlook
Education
University of Central Florida 2004 — 2010
Bachelor of Arts (B.A.), Interdisciplinary Studies, 3.5 GPA
Valencia Community College 2000 — 2004
Associate of Arts (A.A.), General Education
Palm Beach Community College 1999 — 2000
General Education
Mary Ellen Halle Mary Ellen Halle's Wachovia Bank NA Experience December 2005 - Present
Job early retirement at Wachovia
Industry Financial Services
Experience
Wachovia Bank, NA December 2005 - Present
Wachovia Bank, NA September 1986 - December 2005
Southeast Bank, NA August 1980 - September 1986
Skills
Loans, Credit, Banking, Risk Management, Retail Banking, Wealth Management, Credit Analysis, Commercial Lending, Credit Risk, Small Business Lending, Mortgage Underwriting, Commercial Banking, Cross Selling, Mortgage Banking, Lines Of Credit, Investments, Mortgage Lending
Education
University of Miami - School of Business 1979 — 1983
MBA, Finance and Financial Management Services
University of Notre Dame 1973 — 1977
Bachelor of Arts (B.A.), Accounting and Finance
Wachovia Bank, NA December 2005 - Present
Wachovia Bank, NA September 1986 - December 2005
Southeast Bank, NA August 1980 - September 1986
Skills
Loans, Credit, Banking, Risk Management, Retail Banking, Wealth Management, Credit Analysis, Commercial Lending, Credit Risk, Small Business Lending, Mortgage Underwriting, Commercial Banking, Cross Selling, Mortgage Banking, Lines Of Credit, Investments, Mortgage Lending
Education
University of Miami - School of Business 1979 — 1983
MBA, Finance and Financial Management Services
University of Notre Dame 1973 — 1977
Bachelor of Arts (B.A.), Accounting and Finance
Kristen M. Redman's Wachovia Bank NA Experience March 2010 - August 2011
Job Law Clerk Tuggle Duggins, PA
Industry Law Practice
Experience
Tuggle Duggins P.A. October 2014 - Present
Humanitarian Immigration Law Clinic January 2014 - May 2014
Barst Mukamal & Kleiner LLP December 2013 - May 2014
Elder Law Clinic August 2013 - December 2013
Humanitarian Immigration Law Clinic May 2013 - August 2013
Wachovia Bank, NA March 2010 - August 2011
Wachovia Bank, NA October 2002 - March 2010
Skills
Legal Research, Banking, Lexis, Legal Writing, Creative Writing, Investments, German-English, Finance, Estate Planning, Loans, Westlaw, Wills, Editing, Chapter 11 Bankruptcy, Chapter 7 Bankruptcy, Mediation, Financial Services, Sales, Creditors' Rights, Chapter 13 Bankruptcy, Public Speaking, Bankruptcy, Clerks, Court Proceedings, Higher Education, Legal Issues, LexisNexis, Networking, Online Research, Social Media, Trial Advocacy
Education
Elon University School of Law 2011 — 2014
Doctor of Law (JD)
Roanoke College 2003 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Cum Laude
Roanoke College 1997 — 2001
Bachelor of Arts (B.A.), English Literature (British and Commonwealth) and Psychology
Tuggle Duggins P.A. October 2014 - Present
Humanitarian Immigration Law Clinic January 2014 - May 2014
Barst Mukamal & Kleiner LLP December 2013 - May 2014
Elder Law Clinic August 2013 - December 2013
Humanitarian Immigration Law Clinic May 2013 - August 2013
Wachovia Bank, NA March 2010 - August 2011
Wachovia Bank, NA October 2002 - March 2010
Skills
Legal Research, Banking, Lexis, Legal Writing, Creative Writing, Investments, German-English, Finance, Estate Planning, Loans, Westlaw, Wills, Editing, Chapter 11 Bankruptcy, Chapter 7 Bankruptcy, Mediation, Financial Services, Sales, Creditors' Rights, Chapter 13 Bankruptcy, Public Speaking, Bankruptcy, Clerks, Court Proceedings, Higher Education, Legal Issues, LexisNexis, Networking, Online Research, Social Media, Trial Advocacy
Education
Elon University School of Law 2011 — 2014
Doctor of Law (JD)
Roanoke College 2003 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Cum Laude
Roanoke College 1997 — 2001
Bachelor of Arts (B.A.), English Literature (British and Commonwealth) and Psychology
Stephanie L Webster's Wachovia Bank NA Experience May 2006 - April 2008
Job General Partner
Industry Venture Capital & Private Equity
Experience
Millennium Absolute Return Fund, LP December 2012 - Present
Trig Capital Group, LLC February 2012 - Present
Atlas One Financial April 2010 - December 2011
Capital Guardian LLC October 2009 - April 2010
Newbridge Securities April 2008 - December 2009
Wachovia Bank NA May 2006 - April 2008
A.G. Edwards 2004 - 2005
Skills
Series 7, Asset Management, Retirement Planning, Investments, Fixed Income
Education
University of Mary-Hardin Baylor
BS, History
Urbana High School
Sayre School
Millennium Absolute Return Fund, LP December 2012 - Present
Trig Capital Group, LLC February 2012 - Present
Atlas One Financial April 2010 - December 2011
Capital Guardian LLC October 2009 - April 2010
Newbridge Securities April 2008 - December 2009
Wachovia Bank NA May 2006 - April 2008
A.G. Edwards 2004 - 2005
Skills
Series 7, Asset Management, Retirement Planning, Investments, Fixed Income
Education
University of Mary-Hardin Baylor
BS, History
Urbana High School
Sayre School
Shelby Davis Shelby Davis's Wachovia Bank NA Experience September 1990 - November 2008
Job Senior Vice President at Capital One Bank
Industry Banking
Experience
Capital One April 2015 - Present
PNC March 2012 - April 2015
Old Point National Bank December 2008 - February 2012
Wachovia Bank, N.A. September 1990 - November 2008
Skills
Commercial Banking, Commercial Lending, Financial Analysis, Finance, Treasury Management, Credit Analysis, Banking, Credit, Underwriting, Portfolio Management, Lines Of Credit, Asset Based Lending, Loan Origination, Leadership, Refinance, Management, Corporate Finance
Education
The College of William and Mary 1986 — 1990
BS, Psychology/Religious Studies
Averett University
Master of Business Administration (MBA)
Clover Hill
Clover Hill
Capital One April 2015 - Present
PNC March 2012 - April 2015
Old Point National Bank December 2008 - February 2012
Wachovia Bank, N.A. September 1990 - November 2008
Skills
Commercial Banking, Commercial Lending, Financial Analysis, Finance, Treasury Management, Credit Analysis, Banking, Credit, Underwriting, Portfolio Management, Lines Of Credit, Asset Based Lending, Loan Origination, Leadership, Refinance, Management, Corporate Finance
Education
The College of William and Mary 1986 — 1990
BS, Psychology/Religious Studies
Averett University
Master of Business Administration (MBA)
Clover Hill
Clover Hill
Jarad S. Schneider Jarad S. Schneider's Wachovia Bank NA Experience June 2000 - January 2008
Job 15+yrs bank exp Relationship mgr for businesses to grow, problem solve & achieve their short and long term goals.
Industry Banking
Experience
First Niagara Bank January 2013 - Present
Wells Fargo February 2010 - December 2012
Vantage Point Bank and Financial Services January 2008 - February 2010
Wachovia bank na June 2000 - January 2008
Skills
Relationship Management, Relationship Building, Strategic Planning, Strategic Business..., Business Planning, Credit Risk, Credit, Cash Flow Analysis, Credit Analysis, Lines Of Credit, Team Management, Team Leadership, Budgets, Small Business, Microsoft Excel, Customer Service, Outlook, Financial Analysis, Microsoft Word, PowerPoint, Public Speaking, Microsoft Office, Windows, Research, HTML, Photoshop, Teaching, Java, Loans, Sales, Finance, Financial Services, Investments, Leadership, business banking, Business Strategy
Education
Pennsylvania State University-Penn State Abington 1998 — 2000
Upper Moreland High School 1994 — 1997
First Niagara Bank January 2013 - Present
Wells Fargo February 2010 - December 2012
Vantage Point Bank and Financial Services January 2008 - February 2010
Wachovia bank na June 2000 - January 2008
Skills
Relationship Management, Relationship Building, Strategic Planning, Strategic Business..., Business Planning, Credit Risk, Credit, Cash Flow Analysis, Credit Analysis, Lines Of Credit, Team Management, Team Leadership, Budgets, Small Business, Microsoft Excel, Customer Service, Outlook, Financial Analysis, Microsoft Word, PowerPoint, Public Speaking, Microsoft Office, Windows, Research, HTML, Photoshop, Teaching, Java, Loans, Sales, Finance, Financial Services, Investments, Leadership, business banking, Business Strategy
Education
Pennsylvania State University-Penn State Abington 1998 — 2000
Upper Moreland High School 1994 — 1997
James Owens IV James Owens IV's Wachovia Bank NA Experience February 2007 - April 2008
Job Information Security Advisor
Industry Information Technology and Services
Experience
Dell Secureworks September 2014 - Present
First Data Corporation April 2013 - September 2014
Designer Transport Service September 2008 - April 2013
Wachovia Bank, N.A. February 2007 - April 2008
Wells Fargo Financial Acceptance January 2004 - February 2007
Skills
Mortgage, FHA, Loans, Banking, Analysis, Team Building, Customer Relations, Coaching, Employee Relations, Fundraising, Financial Analysis, Health, Team Leadership, Leadership Development, Microsoft Office, Mentoring, Social Networking, Operations Management, Risk Management, Problem Solving, Strategic Planning, Customer Service, Budgets, Mortgage Lending, Leadership, Management, Business Development, Sales, Finance, Forecasting
Education
Augusta State University 1999 — 2002
B.B.A., Finance
Charleston Southern University
curtis baptist
Dell Secureworks September 2014 - Present
First Data Corporation April 2013 - September 2014
Designer Transport Service September 2008 - April 2013
Wachovia Bank, N.A. February 2007 - April 2008
Wells Fargo Financial Acceptance January 2004 - February 2007
Skills
Mortgage, FHA, Loans, Banking, Analysis, Team Building, Customer Relations, Coaching, Employee Relations, Fundraising, Financial Analysis, Health, Team Leadership, Leadership Development, Microsoft Office, Mentoring, Social Networking, Operations Management, Risk Management, Problem Solving, Strategic Planning, Customer Service, Budgets, Mortgage Lending, Leadership, Management, Business Development, Sales, Finance, Forecasting
Education
Augusta State University 1999 — 2002
B.B.A., Finance
Charleston Southern University
curtis baptist
Shelley Lombrano's Wachovia Bank NA Experience September 2006 - October 2008
Job Project Manager
Industry Information Technology and Services
Experience
Wells Fargo January 2015 - Present
Security Service Federal Credit Union June 2013 - January 2015
Whataburger November 2012 - March 2013
Hewlett Packard January 2009 - June 2012
Hewlett-Packard November 2009 - October 2010
Hewlett-Packard January 2009 - November 2009
Wachovia Bank, N.A September 2006 - October 2008
Wachovia Bank, NA May 1998 - October 2008
Skills
Process Improvement, SharePoint, Data Analysis, ITIL, MS Project, PMO, Microsoft Office, Visio, Requirements Analysis, Training, IT Service Management, Business Process..., Technical Writing, Microsoft Excel, Microsoft Word, Remedy 7, Lotus Notes, System Deployment, Service Delivery, PowerPoint, Software Documentation, Troubleshooting, ITIL v3 Foundations..., Mortgage Lending, Business Analysis, Service Desk, Vendor Management, Banking, IT Management, Management, Technical Support, System Administration, DoD, Veterans Affairs, PMO Services, Analysis, Project Portfolio..., Project Management, Databases, Business Process
Education
The University of Texas at San Antonio 1999 — 2002
Bachelor of Arts (B.A.), Communication
Wells Fargo January 2015 - Present
Security Service Federal Credit Union June 2013 - January 2015
Whataburger November 2012 - March 2013
Hewlett Packard January 2009 - June 2012
Hewlett-Packard November 2009 - October 2010
Hewlett-Packard January 2009 - November 2009
Wachovia Bank, N.A September 2006 - October 2008
Wachovia Bank, NA May 1998 - October 2008
Skills
Process Improvement, SharePoint, Data Analysis, ITIL, MS Project, PMO, Microsoft Office, Visio, Requirements Analysis, Training, IT Service Management, Business Process..., Technical Writing, Microsoft Excel, Microsoft Word, Remedy 7, Lotus Notes, System Deployment, Service Delivery, PowerPoint, Software Documentation, Troubleshooting, ITIL v3 Foundations..., Mortgage Lending, Business Analysis, Service Desk, Vendor Management, Banking, IT Management, Management, Technical Support, System Administration, DoD, Veterans Affairs, PMO Services, Analysis, Project Portfolio..., Project Management, Databases, Business Process
Education
The University of Texas at San Antonio 1999 — 2002
Bachelor of Arts (B.A.), Communication
Jack Morris Jack Morris's Wachovia Bank NA Experience July 2003 - March 2009
Job Senior Commercial Relationship Manager at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank December 2013 - Present
Wells Fargo October 2012 - December 2013
First Citizens Bank August 2011 - November 2012
Regions Bank April 2009 - August 2011
Wachovia Bank, N.A. July 2003 - March 2009
Wachovia Bank, N.A. October 1997 - July 2003
Bank One January 1991 - 1997
Skills
Commercial Banking, Banking, Leadership, Commercial Real Estate, Commercial Lending, Loans, Credit, Credit Analysis, Underwriting, Portfolio Management, Financial Analysis, Lines Of Credit, Cash Management, Risk Management, Credit Risk, Treasury Management
Education
University of Utah - David Eccles School of Business 1994 — 1997
MBA, Business
Brigham Young University 1989 — 1991
BS, Business - emphasis: Int'l Finance
Fifth Third Bank December 2013 - Present
Wells Fargo October 2012 - December 2013
First Citizens Bank August 2011 - November 2012
Regions Bank April 2009 - August 2011
Wachovia Bank, N.A. July 2003 - March 2009
Wachovia Bank, N.A. October 1997 - July 2003
Bank One January 1991 - 1997
Skills
Commercial Banking, Banking, Leadership, Commercial Real Estate, Commercial Lending, Loans, Credit, Credit Analysis, Underwriting, Portfolio Management, Financial Analysis, Lines Of Credit, Cash Management, Risk Management, Credit Risk, Treasury Management
Education
University of Utah - David Eccles School of Business 1994 — 1997
MBA, Business
Brigham Young University 1989 — 1991
BS, Business - emphasis: Int'l Finance
Marie Ishak Garcia Marie Ishak Garcia's Wachovia Bank NA Experience February 2007 - January 2009
Job Cash Management Specialist at California Republic Bank
Industry Financial Services
Experience
California Republic Bank September 2013 - Present
Wells Fargo Bank August 2002 - September 2013
Wachovia Bank NA February 2007 - January 2009
Western Financial Bank April 2002 - February 2007
Downey Savings September 1998 - June 2000
Skills
Credit, Banking, Loans, Customer Service, Financial Analysis, Business Analysis, Cash Management, Commercial Banking, Microsoft Excel, Outlook, Portfolio Management, Real Estate, Sales, Team Building
Education
South Baylo University 2006 — 2011
MAOM, Acupuncture and Oriental Medicine
San Diego State University-California State University
California Republic Bank September 2013 - Present
Wells Fargo Bank August 2002 - September 2013
Wachovia Bank NA February 2007 - January 2009
Western Financial Bank April 2002 - February 2007
Downey Savings September 1998 - June 2000
Skills
Credit, Banking, Loans, Customer Service, Financial Analysis, Business Analysis, Cash Management, Commercial Banking, Microsoft Excel, Outlook, Portfolio Management, Real Estate, Sales, Team Building
Education
South Baylo University 2006 — 2011
MAOM, Acupuncture and Oriental Medicine
San Diego State University-California State University
Bobby Lawson Bobby Lawson's Wachovia Bank NA Experience May 2006 - January 2007
Job Human Resources Business Partner at BAE Systems
Industry Human Resources
Experience
BAE Systems October 2011 - Present
BAE Systems January 2007 - October 2011
Wachovia Bank, NA May 2006 - January 2007
Middleburg Bank July 2003 - May 2006
Skills
Applicant Tracking..., Talent Acquisition, Employee Relations, Technical Recruiting, PeopleSoft, Recruiting, Onboarding, Internet Recruiting, HRIS, Sourcing, Human Resources, Talent Management, Employee Engagement, Change Management, Process Improvement, Organizational..., Workforce Planning, Screening, Job Fairs, Management, Training, Resource Management, Personnel Management
Education
Northern Virginia Community College
Business Management
University of Phoenix
Business Management
BAE Systems October 2011 - Present
BAE Systems January 2007 - October 2011
Wachovia Bank, NA May 2006 - January 2007
Middleburg Bank July 2003 - May 2006
Skills
Applicant Tracking..., Talent Acquisition, Employee Relations, Technical Recruiting, PeopleSoft, Recruiting, Onboarding, Internet Recruiting, HRIS, Sourcing, Human Resources, Talent Management, Employee Engagement, Change Management, Process Improvement, Organizational..., Workforce Planning, Screening, Job Fairs, Management, Training, Resource Management, Personnel Management
Education
Northern Virginia Community College
Business Management
University of Phoenix
Business Management
Craig May Craig May's Wachovia Bank NA Experience 2008 - 2009
Job Carolinas Market Manager at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. January 2014 - Present
Wells Fargo Bank, NA April 2012 - September 2013
Wells Fargo Bank, NA 2009 - April 2012
Wachovia Bank, NA 2008 - 2009
Education
The Citadel
Bachelor of Arts (B.A.), Political Science and Government
Wake Forest University - Babcock Graduate School of Management
Master of Business Administration (M.B.A.), Finance
JPMorgan Chase & Co. January 2014 - Present
Wells Fargo Bank, NA April 2012 - September 2013
Wells Fargo Bank, NA 2009 - April 2012
Wachovia Bank, NA 2008 - 2009
Education
The Citadel
Bachelor of Arts (B.A.), Political Science and Government
Wake Forest University - Babcock Graduate School of Management
Master of Business Administration (M.B.A.), Finance
Kenneth Hampton Kenneth Hampton's Wachovia Bank NA Experience March 2002 - October 2002
Job Processing Specialist/ DOJ Auditor at Assurant Specialty Property
Industry Information Services
Experience
Caliber Home Loans August 2015 - Present
Assurant Specialty Property September 2013 - August 2015
ADP July 2010 - July 2013
ADP August 2003 - July 2010
Wachovia Bank, N.A. March 2002 - October 2002
Janus Capital Group November 1998 - April 2001
Janus Capital Group August 1995 - November 1998
Skills
Applicant Tracking..., Talent Management, Onboarding, Process Improvement, Software Documentation, PeopleSoft, Outsourcing, Customer Service, ADP Payroll, Call Centers, Payroll, Vendor Management, Coaching, Employee Benefits, Human Resources, HRIS, Training, Leadership
Education
Francis Marion University 2005 — 2009
Bachelor of Science, Biology
Concordia College-Selma 1989 — 1991
Associate's Degree, Multi-/Interdisciplinary Studies, General
Caliber Home Loans August 2015 - Present
Assurant Specialty Property September 2013 - August 2015
ADP July 2010 - July 2013
ADP August 2003 - July 2010
Wachovia Bank, N.A. March 2002 - October 2002
Janus Capital Group November 1998 - April 2001
Janus Capital Group August 1995 - November 1998
Skills
Applicant Tracking..., Talent Management, Onboarding, Process Improvement, Software Documentation, PeopleSoft, Outsourcing, Customer Service, ADP Payroll, Call Centers, Payroll, Vendor Management, Coaching, Employee Benefits, Human Resources, HRIS, Training, Leadership
Education
Francis Marion University 2005 — 2009
Bachelor of Science, Biology
Concordia College-Selma 1989 — 1991
Associate's Degree, Multi-/Interdisciplinary Studies, General
M. Lynn Adger M. Lynn Adger's Wachovia Bank NA Experience August 2001 - October 2004
Job Daily Operations Manager at U.S. Army Reserve Command (USARC)
Industry Information Technology and Services
Experience
United States Army Reserve Command (USARC) November 2014 - Present
HP Enterprise Services January 2014 - November 2014
US Army DENTAC October 2007 - December 2013
DP Professionals March 2006 - August 2007
Carolina First Bank November 2004 - March 2006
Wachovia Bank N.A August 2001 - October 2004
NCR August 2003 - June 2004
US Attorney's Office May 2001 - July 2001
US Attorney's Office October 2000 - July 2001
Skills
Active DoD Secret..., Information Technology, PACS, STIG, RACF, Disaster Recovery, Active Directory, Security, SCAP, Healthcare Information..., Informatics, System Administration, Information Assurance, Healthcare Information..., Software Installation, Testing, DoD, Windows Server, Project Management, Top-notch Customer..., Computer Hardware, VPN, Windows 7, Network Administration, Windows, SharePoint, DISA Gold Disk, SCCM, Security+, MCSA, MCSE 2003, Organized self-starter, Remedy Ticketing System, AutoCAD, IBM Tivoli, Digital X-ray, Help Desk Support, Dental Software, DICOM, Workflow Management..., Troubleshooting, Network Monitoring Tools, EHR, Clinical Software, Clinical Systems..., Clinical Workflow, Clinical Analytics, Vendor Relationships, Life Coaching, Executive Coaching
Education
Webster University 2002 — 2004
Master of Arts
University of South Carolina-Columbia 1996 — 2001
Bachelor of Science
United States Army Reserve Command (USARC) November 2014 - Present
HP Enterprise Services January 2014 - November 2014
US Army DENTAC October 2007 - December 2013
DP Professionals March 2006 - August 2007
Carolina First Bank November 2004 - March 2006
Wachovia Bank N.A August 2001 - October 2004
NCR August 2003 - June 2004
US Attorney's Office May 2001 - July 2001
US Attorney's Office October 2000 - July 2001
Skills
Active DoD Secret..., Information Technology, PACS, STIG, RACF, Disaster Recovery, Active Directory, Security, SCAP, Healthcare Information..., Informatics, System Administration, Information Assurance, Healthcare Information..., Software Installation, Testing, DoD, Windows Server, Project Management, Top-notch Customer..., Computer Hardware, VPN, Windows 7, Network Administration, Windows, SharePoint, DISA Gold Disk, SCCM, Security+, MCSA, MCSE 2003, Organized self-starter, Remedy Ticketing System, AutoCAD, IBM Tivoli, Digital X-ray, Help Desk Support, Dental Software, DICOM, Workflow Management..., Troubleshooting, Network Monitoring Tools, EHR, Clinical Software, Clinical Systems..., Clinical Workflow, Clinical Analytics, Vendor Relationships, Life Coaching, Executive Coaching
Education
Webster University 2002 — 2004
Master of Arts
University of South Carolina-Columbia 1996 — 2001
Bachelor of Science
Ellen Wall Ellen Wall's Wachovia Bank NA Experience March 1990 - February 2000
Job Senior Trust Administrator at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank December 2010 - Present
Merrill Lynch Pierce Fenner and Smith May 2008 - December 2010
First Citizen's Private Wealth February 2004 - May 2008
Legg Mason Trust August 2000 - September 2003
North Carolina State University February 2000 - August 2000
Wachovia Bank, NA March 1990 - February 2000
Skills
Wealth Management, Investments, Mutual Funds, Retirement Planning, Asset Managment, Financial Services, Portfolio Management, Strategic Financial..., Wealth Management..., Risk Management, Risk, Financial Advisory, Financial Risk, High Net Worth..., Investment Management, Finance
Education
Syracuse University 1981 — 1984
BA, Psychology
Roanoke College 1980 — 1981
Wells Fargo Bank December 2010 - Present
Merrill Lynch Pierce Fenner and Smith May 2008 - December 2010
First Citizen's Private Wealth February 2004 - May 2008
Legg Mason Trust August 2000 - September 2003
North Carolina State University February 2000 - August 2000
Wachovia Bank, NA March 1990 - February 2000
Skills
Wealth Management, Investments, Mutual Funds, Retirement Planning, Asset Managment, Financial Services, Portfolio Management, Strategic Financial..., Wealth Management..., Risk Management, Risk, Financial Advisory, Financial Risk, High Net Worth..., Investment Management, Finance
Education
Syracuse University 1981 — 1984
BA, Psychology
Roanoke College 1980 — 1981
Robert Ryan-Rounseville Robert Ryan-Rounseville's Wachovia Bank NA Experience 1999 - 2005
Job Reverse Mortgage Consultant at American Advisors Group (AAG Reverse Mortgage)
Industry Financial Services
Experience
American Advisors Group (AAG Reverse Mortgage) May 2014 - Present
Associated Mortgage Bankers April 2013 - May 2014
Security One Lending July 2012 - January 2013
MetLife Bank February 2012 - July 2012
Wells Fargo Bank May 2011 - October 2011
Ideal Title Company, LLC 2005 - 2009
Wachovia Bank, NA 1999 - 2005
Morgan Stanley 1997 - 1999
Merrill Lynch 1992 - 1997
Skills
Mortgage Lending, Credit, Loans, Mortgage, Banking, Financial Modeling, Financial Analysis, General Ledger, Accounts Receivable, Accounts Payable, Customer Service
Education
Seton Hall University 1986 — 1990
Bachelor of Science, Accounting
American Advisors Group (AAG Reverse Mortgage) May 2014 - Present
Associated Mortgage Bankers April 2013 - May 2014
Security One Lending July 2012 - January 2013
MetLife Bank February 2012 - July 2012
Wells Fargo Bank May 2011 - October 2011
Ideal Title Company, LLC 2005 - 2009
Wachovia Bank, NA 1999 - 2005
Morgan Stanley 1997 - 1999
Merrill Lynch 1992 - 1997
Skills
Mortgage Lending, Credit, Loans, Mortgage, Banking, Financial Modeling, Financial Analysis, General Ledger, Accounts Receivable, Accounts Payable, Customer Service
Education
Seton Hall University 1986 — 1990
Bachelor of Science, Accounting
Tracey Smith, RHIT's Wachovia Bank NA Experience May 1989 - May 1997
Job Release of Information Specialist at HealthPort Technologies
Industry Information Technology and Services
Experience
HealthPort Technologies March 2015 - Present
Vidant Wound Healing Center October 2014 - Present
Vidant Home Health and Hospice October 2012 - August 2014
Vidant Medical Center August 2012 - October 2012
Sterling House Assisted Living August 2011 - March 2012
Vidant Medical Center August 2011 - November 2011
Home Business April 2001 - December 2008
Wells Fargo October 1989 - August 2000
Wachovia Bank, NA May 1989 - May 1997
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Publisher, Customer Service, Administrative..., Medical Records, Medical Coding, Medical Terminology, Teller Operations, Health Law and Ethics, Healthcare Statistics, Healthcare Reimbursement
Education
Pitt Community College 2009 — 2012
Associate's degree, Health Information/Medical Records Technology/Technician
Early Childhood Credential- Pitt Community College 2008 — 2012
RHIT
Pitt Community College 2008 — 2012
Associate, Applied Science, Healthcare Information Technology
HealthPort Technologies March 2015 - Present
Vidant Wound Healing Center October 2014 - Present
Vidant Home Health and Hospice October 2012 - August 2014
Vidant Medical Center August 2012 - October 2012
Sterling House Assisted Living August 2011 - March 2012
Vidant Medical Center August 2011 - November 2011
Home Business April 2001 - December 2008
Wells Fargo October 1989 - August 2000
Wachovia Bank, NA May 1989 - May 1997
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Publisher, Customer Service, Administrative..., Medical Records, Medical Coding, Medical Terminology, Teller Operations, Health Law and Ethics, Healthcare Statistics, Healthcare Reimbursement
Education
Pitt Community College 2009 — 2012
Associate's degree, Health Information/Medical Records Technology/Technician
Early Childhood Credential- Pitt Community College 2008 — 2012
RHIT
Pitt Community College 2008 — 2012
Associate, Applied Science, Healthcare Information Technology
Ebony Swindell Ebony Swindell's Wachovia Bank NA Experience 1998 - 2001
Job
Industry
Experience
Gethsemane Baptist Church May 2011 - September 2013
Newport News Public Schools 2006 - 2008
Newport News Public Schools 2003 - 2006
Newport News Public Schools 2001 - 2006
Wachovia Bank, N.A. 1998 - 2001
Skills
Windows, Microsoft Office, PowerPoint, Teaching, Outlook, Microsoft Excel, Microsoft Word, Customer Service, Photoshop, English, HTML, Research, Editing, Adobe Creative Suite, Public Speaking, Curriculum Development, Staff Development, Event Planning, Strategic Planning, Community Outreach, Leadership Development, Program Development, Team Building, Workshop Facilitation, Leadership, Social Media, Program Management, Coaching, Marketing, Training, Nonprofits, Data Analysis, Case Managment, Mental Health, Social Networking, Fundraising, Volunteer Management, Policy, Higher Education, Data Entry, Organizational..., Budgets, Government, Supervisory Skills, Turbo C, 8051 Microcontroller, Administration, Turbo C++, Time Management, 89C51
Education
Cambridge College
Master of Education (M.Ed.), School Guidance Counseling, PreK-12
Christopher Newport University
Bachelor of Arts (B.A.), History
Virginia Union University
Gethsemane Baptist Church May 2011 - September 2013
Newport News Public Schools 2006 - 2008
Newport News Public Schools 2003 - 2006
Newport News Public Schools 2001 - 2006
Wachovia Bank, N.A. 1998 - 2001
Skills
Windows, Microsoft Office, PowerPoint, Teaching, Outlook, Microsoft Excel, Microsoft Word, Customer Service, Photoshop, English, HTML, Research, Editing, Adobe Creative Suite, Public Speaking, Curriculum Development, Staff Development, Event Planning, Strategic Planning, Community Outreach, Leadership Development, Program Development, Team Building, Workshop Facilitation, Leadership, Social Media, Program Management, Coaching, Marketing, Training, Nonprofits, Data Analysis, Case Managment, Mental Health, Social Networking, Fundraising, Volunteer Management, Policy, Higher Education, Data Entry, Organizational..., Budgets, Government, Supervisory Skills, Turbo C, 8051 Microcontroller, Administration, Turbo C++, Time Management, 89C51
Education
Cambridge College
Master of Education (M.Ed.), School Guidance Counseling, PreK-12
Christopher Newport University
Bachelor of Arts (B.A.), History
Virginia Union University
Steve Philpott Steve Philpott's Wachovia Bank NA Experience 2002 - 2005
Job Managing Director / Investment Advisor Representative
Industry Financial Services
Experience
Kenwick Advisors November 2014 - Present
Capstone Financial December 2010 - November 2014
Wilberforce Capital Advisors, LLC August 2009 - December 2010
GE Commercial Finance 2005 - 2009
Wachovia Bank, NA 2002 - 2005
Wachovia Securities, Inc. 1999 - 2002
First Union Capital Markets Corp. 1994 - 1999
First Union Commercial Corporation 1984 - 1994
Education
University of North Carolina at Charlotte - Belk College of Business 1977 — 1981
BA, Business Administration
Kenwick Advisors November 2014 - Present
Capstone Financial December 2010 - November 2014
Wilberforce Capital Advisors, LLC August 2009 - December 2010
GE Commercial Finance 2005 - 2009
Wachovia Bank, NA 2002 - 2005
Wachovia Securities, Inc. 1999 - 2002
First Union Capital Markets Corp. 1994 - 1999
First Union Commercial Corporation 1984 - 1994
Education
University of North Carolina at Charlotte - Belk College of Business 1977 — 1981
BA, Business Administration
Miriam Lang Miriam Lang's Wachovia Bank NA Experience May 2002 - December 2009
Job Private Wealth Assistant at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation January 2015 - Present
NewBridge Bank April 2014 - January 2015
CapStone Bank February 2012 - April 2014
Wells Fargo Private Bank January 2010 - September 2011
Wachovia Bank, NA May 2002 - December 2009
Wachovia Bank, NA 2001 - 2002
Skills
Customer Service, Organizational and..., Client Relationship..., Customer Satisfaction, Organizational Structure, CRM, Communication Skills, High Net Worth..., Credit, Commercial Lending, Commercial Banking
Education
University of North Carolina at Chapel Hill 1985 — 1987
BA, History
St Marys College 1983 — 1985
Associate of Arts
Regions Financial Corporation January 2015 - Present
NewBridge Bank April 2014 - January 2015
CapStone Bank February 2012 - April 2014
Wells Fargo Private Bank January 2010 - September 2011
Wachovia Bank, NA May 2002 - December 2009
Wachovia Bank, NA 2001 - 2002
Skills
Customer Service, Organizational and..., Client Relationship..., Customer Satisfaction, Organizational Structure, CRM, Communication Skills, High Net Worth..., Credit, Commercial Lending, Commercial Banking
Education
University of North Carolina at Chapel Hill 1985 — 1987
BA, History
St Marys College 1983 — 1985
Associate of Arts
Nicole (Nicole Carinci) Kern's Wachovia Bank NA Experience 2006 - April 2007
Job
Industry
Experience
Wachovia Bank, NA 2006 - April 2007
Wachovia Bank, NA 2002 - 2006
First Union National Bank July 2000 - July 2002
Skills
Bloomberg, Reuters, SuperDerivatives, Microsoft Excel, Microsoft Word, PowerPoint, Opics, FXall, FX Options, Finance, ECN
Education
North Carolina State University 1995 — 2000
Bachelor of Science (BS), Business
Wachovia Bank, NA 2006 - April 2007
Wachovia Bank, NA 2002 - 2006
First Union National Bank July 2000 - July 2002
Skills
Bloomberg, Reuters, SuperDerivatives, Microsoft Excel, Microsoft Word, PowerPoint, Opics, FXall, FX Options, Finance, ECN
Education
North Carolina State University 1995 — 2000
Bachelor of Science (BS), Business
Glenn McCoy's Wachovia Bank NA Experience March 2007 - May 2009
Job Chief Financial Officer at First Citizens Bank
Industry Banking
Experience
First Citizens Bank December 2012 - November 2014
RBC Bank (USA) October 2009 - March 2012
Wachovia Bank, NA March 2007 - May 2009
Wachovia Bank, NA September 2001 - February 2007
U.S. Army May 1975 - May 1981
Skills
Credit, Cash Management, Banking, Loans, Financial Analysis, Wealth Management, Insurance, Executive Management, Strategic Planning
Education
The University of Chicago Booth School of Business 1975 — 1976
Master of Business Administration (M.B.A.), Management Science, Finance
Westminster College, Fulton, MO 1972 — 1975
Bachelor's Degree, Political Science and Government
First Citizens Bank December 2012 - November 2014
RBC Bank (USA) October 2009 - March 2012
Wachovia Bank, NA March 2007 - May 2009
Wachovia Bank, NA September 2001 - February 2007
U.S. Army May 1975 - May 1981
Skills
Credit, Cash Management, Banking, Loans, Financial Analysis, Wealth Management, Insurance, Executive Management, Strategic Planning
Education
The University of Chicago Booth School of Business 1975 — 1976
Master of Business Administration (M.B.A.), Management Science, Finance
Westminster College, Fulton, MO 1972 — 1975
Bachelor's Degree, Political Science and Government
Yesim Ozalin de Sousa Yesim Ozalin de Sousa's Wachovia Bank NA Experience October 2005 - November 2012
Job District Manager/Director at Capital One
Industry Banking
Experience
Capital One November 2012 - Present
Wachovia Bank, NA October 2005 - November 2012
Skills
Team Building, Performance Management, Risk Management, Recruiting, Management, Training, Business Strategy, Human Resources, Leadership, Customer Service, Strategic Planning, Analysis, Sales Management, Process Improvement
Education
Orta Doğu Teknik Üniversitesi / Middle East Technical University 1989 — 1994
BS, Petroleum Engineering
Capital One November 2012 - Present
Wachovia Bank, NA October 2005 - November 2012
Skills
Team Building, Performance Management, Risk Management, Recruiting, Management, Training, Business Strategy, Human Resources, Leadership, Customer Service, Strategic Planning, Analysis, Sales Management, Process Improvement
Education
Orta Doğu Teknik Üniversitesi / Middle East Technical University 1989 — 1994
BS, Petroleum Engineering
Michael V. DeVito Michael V. DeVito's Wachovia Bank NA Experience 2008 - 2009
Job Senior Executive / Business Leader / New Business Development / Sales Management / Operations / Relationship Management
Industry Insurance
Experience
DeVito Financial Services, Inc – an Allstate Agency October 2011 - Present
Wells Fargo Insurance, Inc. September 2010 - August 2011
Wachovia Bank, NA / Wells Fargo Bank, NA March 2009 - August 2010
Wachovia Bank, NA 2008 - 2009
Allstate Financial Services, LLC 2004 - 2008
Allstate 2002 - 2004
Carlson Restaurants Inc 1994 - 2002
Bear Stearns Security Corp. 1992 - 1993
Skills
New Business Development, Series 6, P&L Management, Operations Management, Business Development, Startup, Turnaround Initiatives, Mergers & Acquisitions, Acquisition Integration, Training, Leadership Development, Client Relationship..., Cross-functional..., Change Management, Strategic Planning, Strategy Implementation, Budgets, Forecasting, Performance Management, Transformational..., Business Realignment, Market Growth, Senior Executive..., Investor Relations, C Suite, Collaborative Leadership, Post Merger Integration, Volatile Market..., Collaborative Problem..., Strategic Leadership, Strategic M&A, Emerging Markets, Strengthen Marketshare, Shareholder Value, Board Relations, Consensus Building, Risk Management, Achieving Measurable..., Cross Selling, Business Strategy, Sales Management, Complex Sales, Complex Change, Executive Development, Executive Management, Revenue & Profit Growth, Business Growth...
Education
Pace University
The American College
DeVito Financial Services, Inc – an Allstate Agency October 2011 - Present
Wells Fargo Insurance, Inc. September 2010 - August 2011
Wachovia Bank, NA / Wells Fargo Bank, NA March 2009 - August 2010
Wachovia Bank, NA 2008 - 2009
Allstate Financial Services, LLC 2004 - 2008
Allstate 2002 - 2004
Carlson Restaurants Inc 1994 - 2002
Bear Stearns Security Corp. 1992 - 1993
Skills
New Business Development, Series 6, P&L Management, Operations Management, Business Development, Startup, Turnaround Initiatives, Mergers & Acquisitions, Acquisition Integration, Training, Leadership Development, Client Relationship..., Cross-functional..., Change Management, Strategic Planning, Strategy Implementation, Budgets, Forecasting, Performance Management, Transformational..., Business Realignment, Market Growth, Senior Executive..., Investor Relations, C Suite, Collaborative Leadership, Post Merger Integration, Volatile Market..., Collaborative Problem..., Strategic Leadership, Strategic M&A, Emerging Markets, Strengthen Marketshare, Shareholder Value, Board Relations, Consensus Building, Risk Management, Achieving Measurable..., Cross Selling, Business Strategy, Sales Management, Complex Sales, Complex Change, Executive Development, Executive Management, Revenue & Profit Growth, Business Growth...
Education
Pace University
The American College
Emily Akers Emily Akers's Wachovia Bank NA Experience 1989 - 2000
Job Forensic Accountant at IAG Forensics
Industry Accounting
Experience
IAG Forensics March 2007 - Present
Wachovia Bank, NA 1989 - 2000
Skills
Forensic Accounting, Litigation Support, Fraud, Forensic Analysis, Internal Audit
Education
University of Georgia - Terry College of Business 1985 — 1989
BBA, Accounting
IAG Forensics March 2007 - Present
Wachovia Bank, NA 1989 - 2000
Skills
Forensic Accounting, Litigation Support, Fraud, Forensic Analysis, Internal Audit
Education
University of Georgia - Terry College of Business 1985 — 1989
BBA, Accounting
Christie (Wilder) Garrido Christie (Wilder) Garrido's Wachovia Bank NA Experience June 2003 - December 2008
Job Senior Vice President, Commercial Real Estate Lender at BB&T
Industry Banking
Experience
BB&T November 2014 - Present
BB&T December 2008 - October 2014
Wachovia Bank, NA June 2003 - December 2008
Office Depot June 2002 - August 2002
Northwestern Mutual June 2001 - June 2002
Skills
Minor in Economics, Specialization in..., Loans, Insurance, Leases, Finance, Banking, Real Estate Economics, Commercial Real Estate, Negotiation, Mortgage Lending, Asset Managment, Commercial Banking, Financial Services, Asset Management, Due Diligence, Treasury Management, Commercial Lending, Property Management, Investments, New Business Development, Portfolio Management, Mergers & Acquisitions, Real Estate
Education
University of Florida 1999 — 2002
BS, Finance
University of Florida - Warrington College Of Business 1999 — 2002
Bachelor of Science, Finance
BB&T November 2014 - Present
BB&T December 2008 - October 2014
Wachovia Bank, NA June 2003 - December 2008
Office Depot June 2002 - August 2002
Northwestern Mutual June 2001 - June 2002
Skills
Minor in Economics, Specialization in..., Loans, Insurance, Leases, Finance, Banking, Real Estate Economics, Commercial Real Estate, Negotiation, Mortgage Lending, Asset Managment, Commercial Banking, Financial Services, Asset Management, Due Diligence, Treasury Management, Commercial Lending, Property Management, Investments, New Business Development, Portfolio Management, Mergers & Acquisitions, Real Estate
Education
University of Florida 1999 — 2002
BS, Finance
University of Florida - Warrington College Of Business 1999 — 2002
Bachelor of Science, Finance
John Logsdon John Logsdon's Wachovia Bank NA Experience 2008 - 2009
Job Strategic Business Development | Project Management | Banking, Finance & Insurance | Credit | International
Industry Financial Services
Experience
Wells Fargo Insurance Services 2014 - Present
Wells Fargo Bank 2009 - 2014
Wachovia Bank, NA 2008 - 2009
ABN AMRO Bank N.V. 1999 - 2008
ABN AMRO Bank N.V. 1996 - 1999
ABN AMRO 1991 - 1996
First Fidelity Bank 1989 - 1991
Skills
Banking, Commercial Banking, Portfolio Management, Credit Analysis, Capital Markets, Structured Finance, Loans, Credit, Investment Banking, Fixed Income, Credit Risk, Financial Risk, Finance, Risk Management, Treasury Management, Investments, Financial Structuring, Wealth Management, Insurance, Commercial Insurance, Property & Casualty...
Education
The College of William and Mary - The Mason School of Business 1988 — 1989
MBA Master of Business Administration, Finance & Statistics
The College of William and Mary 1983 — 1987
BA Bachelor of Arts, Economics
Wells Fargo Insurance Services 2014 - Present
Wells Fargo Bank 2009 - 2014
Wachovia Bank, NA 2008 - 2009
ABN AMRO Bank N.V. 1999 - 2008
ABN AMRO Bank N.V. 1996 - 1999
ABN AMRO 1991 - 1996
First Fidelity Bank 1989 - 1991
Skills
Banking, Commercial Banking, Portfolio Management, Credit Analysis, Capital Markets, Structured Finance, Loans, Credit, Investment Banking, Fixed Income, Credit Risk, Financial Risk, Finance, Risk Management, Treasury Management, Investments, Financial Structuring, Wealth Management, Insurance, Commercial Insurance, Property & Casualty...
Education
The College of William and Mary - The Mason School of Business 1988 — 1989
MBA Master of Business Administration, Finance & Statistics
The College of William and Mary 1983 — 1987
BA Bachelor of Arts, Economics
Justin Forsmann, CAMS's Wachovia Bank NA Experience July 2007 - December 2009
Job Vice President AML Compliance Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2015 - Present
Regions Financial Corporation December 2014 - May 2015
Wells Fargo Advisors December 2013 - December 2014
Wells Fargo Advisors December 2012 - December 2013
Wells Fargo January 2005 - December 2012
Wachovia Bank, N.A. July 2007 - December 2009
World Savings Bank, F.S.B. January 2005 - July 2007
Skills
Loans, Small Business Lending, Banking, Credit, Consumer Lending, Mortgage Lending, Commercial Lending, Cross Selling, Loan Origination, Branch Banking, Branch Management, Mortgage Banking, Commercial Banking, Sales, Credit Analysis, Retail Banking, Portfolio Management, Leadership, Refinance, Risk Management, Anti Money Laundering, Operational Risk..., Financial Crimes..., Brokerage, USA PATRIOT Act, International Banking..., Bank Secrecy Act, International Business, International Relations, International Compliance, Internal Controls, Financial Services, Relationship Management
Education
California State University-Northridge
B.S., Management and Economics
Wells Fargo Advisors May 2015 - Present
Regions Financial Corporation December 2014 - May 2015
Wells Fargo Advisors December 2013 - December 2014
Wells Fargo Advisors December 2012 - December 2013
Wells Fargo January 2005 - December 2012
Wachovia Bank, N.A. July 2007 - December 2009
World Savings Bank, F.S.B. January 2005 - July 2007
Skills
Loans, Small Business Lending, Banking, Credit, Consumer Lending, Mortgage Lending, Commercial Lending, Cross Selling, Loan Origination, Branch Banking, Branch Management, Mortgage Banking, Commercial Banking, Sales, Credit Analysis, Retail Banking, Portfolio Management, Leadership, Refinance, Risk Management, Anti Money Laundering, Operational Risk..., Financial Crimes..., Brokerage, USA PATRIOT Act, International Banking..., Bank Secrecy Act, International Business, International Relations, International Compliance, Internal Controls, Financial Services, Relationship Management
Education
California State University-Northridge
B.S., Management and Economics
John Uchenna Unachukwu John Uchenna Unachukwu's Wachovia Bank NA Experience July 2004 - January 2005
Job Research Scientist and Data Analyst
Industry Research
Experience
The Graduate Center, City University of New York (CUNY) September 2007 - Present
Herbert H. Lehman College February 2007 - Present
BMCC February 2007 - Present
Louis Stokes Alliance for Minority Participation (LSAMP) August 2009 - December 2014
NYC Department of Education February 2005 - January 2007
Wachovia Bank, N.A. July 2004 - January 2005
OCEANIC BANK INT'L PLC December 2001 - April 2004
Skills
Photoshop, Microsoft Office, HTML, Microsoft Word, PowerPoint, Microsoft Excel, Teaching, Research, Outlook, Public Speaking, Customer Service, Editing, Teamwork, Higher Education, Data Analysis, Science, Grant Writing, Statistics, Program Development, Curriculum Development, Molecular Biology
Education
City University of New York Graduate Center 2009 — 2014
Doctor of Philosophy (Ph.D.), Biochemistry
The Graduate Center, City University of New York 2009 — 2011
Master's Degree, Philosophy
City University of New York-Herbert H. Lehman College 2006 — 2009
Master's Degree, Biology/Phytochemistry
Pace University 2005 — 2006
Master's degree, Adolescent Teaching and Education
University of Nigeria 1997 — 2001
Bachelor's Degree, Microbiology
The Graduate Center, City University of New York (CUNY) September 2007 - Present
Herbert H. Lehman College February 2007 - Present
BMCC February 2007 - Present
Louis Stokes Alliance for Minority Participation (LSAMP) August 2009 - December 2014
NYC Department of Education February 2005 - January 2007
Wachovia Bank, N.A. July 2004 - January 2005
OCEANIC BANK INT'L PLC December 2001 - April 2004
Skills
Photoshop, Microsoft Office, HTML, Microsoft Word, PowerPoint, Microsoft Excel, Teaching, Research, Outlook, Public Speaking, Customer Service, Editing, Teamwork, Higher Education, Data Analysis, Science, Grant Writing, Statistics, Program Development, Curriculum Development, Molecular Biology
Education
City University of New York Graduate Center 2009 — 2014
Doctor of Philosophy (Ph.D.), Biochemistry
The Graduate Center, City University of New York 2009 — 2011
Master's Degree, Philosophy
City University of New York-Herbert H. Lehman College 2006 — 2009
Master's Degree, Biology/Phytochemistry
Pace University 2005 — 2006
Master's degree, Adolescent Teaching and Education
University of Nigeria 1997 — 2001
Bachelor's Degree, Microbiology
Brandon W. Gulley Brandon W. Gulley's Wachovia Bank NA Experience August 2007 - December 2009
Job Investment and Insurance Strategies
Industry Financial Services
Experience
Capitol Financial Partners January 2010 - Present
Mass Mutual Financial Group January 2010 - Present
Wachovia Bank, NA August 2007 - December 2009
Education
Oakland University 2000 — 2003
BS, Finance
Oakland Community College 1996 — 1999
AS, Accounting
Capitol Financial Partners January 2010 - Present
Mass Mutual Financial Group January 2010 - Present
Wachovia Bank, NA August 2007 - December 2009
Education
Oakland University 2000 — 2003
BS, Finance
Oakland Community College 1996 — 1999
AS, Accounting
Kelly L. Carter Kelly L. Carter's Wachovia Bank NA Experience August 2004 - March 2006
Job Content manager, proposal writer, editor, communications, Web design, compliance
Industry Medical Practice
Experience
Healthstat, Inc. May 2014 - Present
LPL Financial April 2013 - April 2014
TIAA-CREF October 2009 - April 2013
Evergreen Investments August 2007 - October 2009
Bank of America April 2006 - August 2007
Wachovia Bank, N.A. August 2004 - March 2006
Bank of America January 2003 - July 2004
First Union National Bank June 1995 - December 2002
Skills
Asset Managment, Defined Contribution, Financial Services, Proposal Writing, Equities, Fixed Income, Alternative Investments, Editing, Microsoft Office 2010:..., Process Improvement
Education
The Art Institute of Pittsburgh-Online Division 2013 — 2015
Diploma, Web Design & Development, Maintained 3.81 - 4.0 GPA
Central Piedmont Community College 1999 — 2000
Drama and Dramatics/Theatre Arts, General
Towson University 1987 — 1987
General Studies
The Medix School 1983 — 1983
Certificate, Medical Transcription/Transcriptionist
Towson University 1982 — 1982
Elementary Education and Teaching
Franklin High
Healthstat, Inc. May 2014 - Present
LPL Financial April 2013 - April 2014
TIAA-CREF October 2009 - April 2013
Evergreen Investments August 2007 - October 2009
Bank of America April 2006 - August 2007
Wachovia Bank, N.A. August 2004 - March 2006
Bank of America January 2003 - July 2004
First Union National Bank June 1995 - December 2002
Skills
Asset Managment, Defined Contribution, Financial Services, Proposal Writing, Equities, Fixed Income, Alternative Investments, Editing, Microsoft Office 2010:..., Process Improvement
Education
The Art Institute of Pittsburgh-Online Division 2013 — 2015
Diploma, Web Design & Development, Maintained 3.81 - 4.0 GPA
Central Piedmont Community College 1999 — 2000
Drama and Dramatics/Theatre Arts, General
Towson University 1987 — 1987
General Studies
The Medix School 1983 — 1983
Certificate, Medical Transcription/Transcriptionist
Towson University 1982 — 1982
Elementary Education and Teaching
Franklin High
Lacy Legard Hoyt Lacy Legard Hoyt's Wachovia Bank NA Experience June 1998 - 2007
Job Direct Sales Representative at Anthem
Industry Insurance
Experience
Anthem February 2010 - Present
Wachovia Mortgage FSB, a Wells Fargo Company 2007 - November 2009
Wachovia Bank, NA June 1998 - 2007
Skills
Mortgage Lending, Insurance, Credit, Banking, Underwriting, Retail Banking, Relationship Management, Call Center
Education
Roanoke College 1983 — 1987
BA, Psychology, Criminal Justice
Anthem February 2010 - Present
Wachovia Mortgage FSB, a Wells Fargo Company 2007 - November 2009
Wachovia Bank, NA June 1998 - 2007
Skills
Mortgage Lending, Insurance, Credit, Banking, Underwriting, Retail Banking, Relationship Management, Call Center
Education
Roanoke College 1983 — 1987
BA, Psychology, Criminal Justice
Phil Allison, GRI, ABR Phil Allison, GRI, ABR's Wachovia Bank NA Experience November 1997 - February 2007
Job REALTOR at MKB Realtors
Industry Real Estate
Experience
MKB Realtors January 2012 - Present
Wells Fargo Home Mortgage December 2009 - January 2011
Wachovia Mortgage FSB, a Wells Fargo Company February 2008 - November 2009
Wachovia Mortgage Corporation February 2007 - January 2008
Wachovia Bank, NA November 1997 - February 2007
First Virginia Bank April 1992 - October 1997
First Union National Bank July 1988 - September 1991
Dominion Bank September 1978 - June 1988
Skills
Small Business Lending, Refinance, Leadership, FHA, Loss Mitigation, Commercial Banking, Commercial Lending, Team Leadership, Credit Analysis, Foreclosures, Underwriting, Referrals, VA loans, Consumer Lending, USDA, Risk Management, Sales, Loan Origination, Call Centers, Selling, Sellers, HUD, REO, Short Sales, Loans, Residential Homes, Single Family Homes, Relocation, Real Estate, First Time Home Buyers, New Home Sales, Mortgage Banking, Real Estate Transactions, Condos, Buyers, Investors, Investment Properties, Move Up Buyers, Property, Buyer Representation, Residential Mortgages, Real Estate Financing, Listings, FHA financing, Property Management, Real Estate Economics, Commercial Real Estate, Luxury, Banking, Mortgage Lending
Education
University of Georgia - Terry College of Business 1971 — 1978
BBA, Business Administration/Personnel Management
Virginia Banker's School of Bank Management at the University of Virginia 1993 — 1995
Bank Management
City of Roanoke Innovative Leadership Program 2012 — 2012
MKB Realtors January 2012 - Present
Wells Fargo Home Mortgage December 2009 - January 2011
Wachovia Mortgage FSB, a Wells Fargo Company February 2008 - November 2009
Wachovia Mortgage Corporation February 2007 - January 2008
Wachovia Bank, NA November 1997 - February 2007
First Virginia Bank April 1992 - October 1997
First Union National Bank July 1988 - September 1991
Dominion Bank September 1978 - June 1988
Skills
Small Business Lending, Refinance, Leadership, FHA, Loss Mitigation, Commercial Banking, Commercial Lending, Team Leadership, Credit Analysis, Foreclosures, Underwriting, Referrals, VA loans, Consumer Lending, USDA, Risk Management, Sales, Loan Origination, Call Centers, Selling, Sellers, HUD, REO, Short Sales, Loans, Residential Homes, Single Family Homes, Relocation, Real Estate, First Time Home Buyers, New Home Sales, Mortgage Banking, Real Estate Transactions, Condos, Buyers, Investors, Investment Properties, Move Up Buyers, Property, Buyer Representation, Residential Mortgages, Real Estate Financing, Listings, FHA financing, Property Management, Real Estate Economics, Commercial Real Estate, Luxury, Banking, Mortgage Lending
Education
University of Georgia - Terry College of Business 1971 — 1978
BBA, Business Administration/Personnel Management
Virginia Banker's School of Bank Management at the University of Virginia 1993 — 1995
Bank Management
City of Roanoke Innovative Leadership Program 2012 — 2012
Chuck D'Angelo's Wachovia Bank NA Experience June 1987 - January 2008
Job Vice President, Contact Center Strategic Planning Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank June 2008 - Present
Wachovia Bank, NA June 1987 - January 2008
Skills
Banking, Strategic Planning, Team Leadership, Risk Management, Process Improvement, Cash Management, Operations Management, Call Centers, Team Building, Retail Banking, Financial Services, Portfolio Management, Relationship Management, Business Analysis, Business Process..., Change Management, Coaching, Cross-functional Team..., Customer Experience, Customer Satisfaction, Leadership, Performance Management, Strategy, Vendor Management, Management
Education
Rider University 1978 — 1982
BS Commerce, Accounting
Wells Fargo Bank June 2008 - Present
Wachovia Bank, NA June 1987 - January 2008
Skills
Banking, Strategic Planning, Team Leadership, Risk Management, Process Improvement, Cash Management, Operations Management, Call Centers, Team Building, Retail Banking, Financial Services, Portfolio Management, Relationship Management, Business Analysis, Business Process..., Change Management, Coaching, Cross-functional Team..., Customer Experience, Customer Satisfaction, Leadership, Performance Management, Strategy, Vendor Management, Management
Education
Rider University 1978 — 1982
BS Commerce, Accounting
Libba Fennell-Johnson Libba Fennell-Johnson's Wachovia Bank NA Experience September 2002 - October 2004
Job Sales at CBS Radio
Industry Marketing and Advertising
Experience
CBS Radio April 2014 - Present
CBS Radio October 2012 - April 2014
Clear Channel May 2008 - November 2011
Citadel Broadcasting former ABC Radio September 2006 - May 2008
Westwood One/Metro Networks March 2005 - September 2006
Wachovia Bank NA September 2002 - October 2004
Covad Communications 2000 - 2003
Verizon June 1997 - September 2000
Skills
Advertising, Account Management, Marketing Strategy, Sales Operations, Marketing, Sales Presentations, Sales Management, Digital Marketing, Broadcast, Business Development, Customer Retention, Social Media, Cold Calling, Contract Negotiation, Strategic Planning, Online Advertising, Interactive Marketing, Telecommunications, Proposal Writing, Media Buying, Project Management, Networking, Interactive Advertising, Outside Sales, Revenue Forecasting, Closing Deals, Goal Analysis, Communication Skills, Management, Social Media Marketing, Social Media Advertising, Social Media..., Forecasting, Lead Generation, Sales Process, New Business Development, Leadership, Cross-functional Team..., Strategic Communications, Radio Broadcasting, Integrated Marketing, Research, Analysis, Competitive Analysis, Team Building, Multicultural Marketing, Budgets, Marketing Communications, Deal Closure
Education
University of Maryland University College 2008 — 2014
Masters of Management Science, Marketing
University of Maryland University College 2002 — 2004
BS, Business Management
CBS Radio April 2014 - Present
CBS Radio October 2012 - April 2014
Clear Channel May 2008 - November 2011
Citadel Broadcasting former ABC Radio September 2006 - May 2008
Westwood One/Metro Networks March 2005 - September 2006
Wachovia Bank NA September 2002 - October 2004
Covad Communications 2000 - 2003
Verizon June 1997 - September 2000
Skills
Advertising, Account Management, Marketing Strategy, Sales Operations, Marketing, Sales Presentations, Sales Management, Digital Marketing, Broadcast, Business Development, Customer Retention, Social Media, Cold Calling, Contract Negotiation, Strategic Planning, Online Advertising, Interactive Marketing, Telecommunications, Proposal Writing, Media Buying, Project Management, Networking, Interactive Advertising, Outside Sales, Revenue Forecasting, Closing Deals, Goal Analysis, Communication Skills, Management, Social Media Marketing, Social Media Advertising, Social Media..., Forecasting, Lead Generation, Sales Process, New Business Development, Leadership, Cross-functional Team..., Strategic Communications, Radio Broadcasting, Integrated Marketing, Research, Analysis, Competitive Analysis, Team Building, Multicultural Marketing, Budgets, Marketing Communications, Deal Closure
Education
University of Maryland University College 2008 — 2014
Masters of Management Science, Marketing
University of Maryland University College 2002 — 2004
BS, Business Management
Debra Scott Debra Scott's Wachovia Bank NA Experience November 2004 - July 2007
Job Financial Services Professional at Vining Financial Services, Inc. specializing in Wealth Management | Insurance
Industry Financial Services
Experience
Vining Financial Services, Inc. August 2011 - Present
Atlanta Women's Network 2012 - Present
NAWBO 2012 - 2013
Capstone Financial Partners August 2010 - August 2011
Closets By Design November 2007 - August 2010
Wachovia Bank, NA November 2004 - July 2007
Primerica Financial Services January 2000 - November 2004
Dennis, Corry, Porter & Smith 1998 - 2000
Various Private law firms June 1983 - December 1999
Skills
Retirement Planning, Retirement, Strategic Financial..., Investments, Small Business, Financial Services, Insurance, Fixed Annuities, Financial Planning, Estate Planning, Financial Advisory, Life Insurance, Disability Insurance, Securities, Employee Benefits, Mutual Funds, Wealth Management, Risk Management, Portfolio Management, IRAs, Asset, Wealth, 401k, Long-term Care, Long Term Care, Annuities, IRA's
Education
University of Georgia - Terry College of Business 2008 — 2009
Certified Financial Planner Program
The University of Georgia 1978 — 1982
ABJ, Journalism/Business
National Center for Paralegal Training
Generalist
Vining Financial Services, Inc. August 2011 - Present
Atlanta Women's Network 2012 - Present
NAWBO 2012 - 2013
Capstone Financial Partners August 2010 - August 2011
Closets By Design November 2007 - August 2010
Wachovia Bank, NA November 2004 - July 2007
Primerica Financial Services January 2000 - November 2004
Dennis, Corry, Porter & Smith 1998 - 2000
Various Private law firms June 1983 - December 1999
Skills
Retirement Planning, Retirement, Strategic Financial..., Investments, Small Business, Financial Services, Insurance, Fixed Annuities, Financial Planning, Estate Planning, Financial Advisory, Life Insurance, Disability Insurance, Securities, Employee Benefits, Mutual Funds, Wealth Management, Risk Management, Portfolio Management, IRAs, Asset, Wealth, 401k, Long-term Care, Long Term Care, Annuities, IRA's
Education
University of Georgia - Terry College of Business 2008 — 2009
Certified Financial Planner Program
The University of Georgia 1978 — 1982
ABJ, Journalism/Business
National Center for Paralegal Training
Generalist
June Owens June Owens's Wachovia Bank NA Experience 1987 - 2000
Job Chief Human Resource Officer at Good Samaritan Medical Center/Tenet Healthcare
Industry Hospital & Health Care
Experience
Good Samaritan Medical Center/Tenet Healthcare March 2010 - Present
Good Samaritan Hospital, Tenet Healthcare March 2010 - September 2011
Washington Mutual August 2000 - April 2009
Washington Mutual Bank, a division of JPMorgan Chase, N.A. 2000 - 2009
Washington Mutual / JP Morgan Chase 2000 - 2009
Wachovia Bank NA 1987 - 2000
Wachovia Bank/1st United Bank 1987 - 2000
Skills
Employee Recognition, Employee Relations, Onboarding, Deferred Compensation, Talent Management, Recruiting, HR Policies, Workforce Planning, Succession Planning, Career Development, Management, Human Resources, Training, Payroll, Employee Benefits, Employment Law, Leadership, Performance Management, Organizational..., Talent Acquisition, Strategy, Labor Relations, Employee Engagement, Mergers & Acquisitions
Education
University of Colorado Boulder
Graduate, HR Management
Good Samaritan Medical Center/Tenet Healthcare March 2010 - Present
Good Samaritan Hospital, Tenet Healthcare March 2010 - September 2011
Washington Mutual August 2000 - April 2009
Washington Mutual Bank, a division of JPMorgan Chase, N.A. 2000 - 2009
Washington Mutual / JP Morgan Chase 2000 - 2009
Wachovia Bank NA 1987 - 2000
Wachovia Bank/1st United Bank 1987 - 2000
Skills
Employee Recognition, Employee Relations, Onboarding, Deferred Compensation, Talent Management, Recruiting, HR Policies, Workforce Planning, Succession Planning, Career Development, Management, Human Resources, Training, Payroll, Employee Benefits, Employment Law, Leadership, Performance Management, Organizational..., Talent Acquisition, Strategy, Labor Relations, Employee Engagement, Mergers & Acquisitions
Education
University of Colorado Boulder
Graduate, HR Management
Joe Ely, Jr., CFA Joe Ely, Jr., CFA's Wachovia Bank NA Experience September 1995 - February 1999
Job Director at Sterling Capital Management
Industry Investment Management
Experience
Sterling Capital Management January 2009 - Present
Evergreen Investments/Wachovia February 1999 - February 2008
Wachovia Bank, N.A. September 1995 - February 1999
Yellowstone National Park 1993 - 1993
Yellowstone National Park 1993 - 1993
Skills
Financial Analysis, Financial Modeling, Investments, Competitive Analysis, Finance, Credit, Fixed Income, Forecasting, Bloomberg, Mutual Funds, Asset Allocation, Structured Finance, Investment Banking, Leveraged Finance, High Yield, Series 7, Derivatives, Structured Products, Credit Derivatives, Financial Risk, Investment Strategies
Education
Chartered Financial Analyst (CFA)
CFA
Appalachian State University 1993 — 1995
MBA, Finance
University of North Carolina at Chapel Hill 1986 — 1990
BA, Economics
Chapel Hill High School 1983 — 1986
Sterling Capital Management January 2009 - Present
Evergreen Investments/Wachovia February 1999 - February 2008
Wachovia Bank, N.A. September 1995 - February 1999
Yellowstone National Park 1993 - 1993
Yellowstone National Park 1993 - 1993
Skills
Financial Analysis, Financial Modeling, Investments, Competitive Analysis, Finance, Credit, Fixed Income, Forecasting, Bloomberg, Mutual Funds, Asset Allocation, Structured Finance, Investment Banking, Leveraged Finance, High Yield, Series 7, Derivatives, Structured Products, Credit Derivatives, Financial Risk, Investment Strategies
Education
Chartered Financial Analyst (CFA)
CFA
Appalachian State University 1993 — 1995
MBA, Finance
University of North Carolina at Chapel Hill 1986 — 1990
BA, Economics
Chapel Hill High School 1983 — 1986
Allan Burkley Allan Burkley's Wachovia Bank NA Experience January 2003 - January 2006
Job Vice President & Delaware County Market Manager at Meridian Bank
Industry Banking
Experience
Meridian Bank PA March 2015 - Present
DNB First May 2014 - March 2015
First Niagara Bank August 2007 - May 2014
First Niagara Bank January 2006 - August 2007
Wachovia Bank, N.A. January 2003 - January 2006
ING DIRECT September 2001 - January 2003
Skills
Credit, Loans, Commercial Banking, Financial Analysis, Banking, Finance, Management, Small Business Lending, Mergers & Acquisitions, Cash Flow, Commercial Lending, Asset Based Lending, Credit Analysis, Leadership, Business Development
Education
Arizona State University
Widener University School of Law
Meridian Bank PA March 2015 - Present
DNB First May 2014 - March 2015
First Niagara Bank August 2007 - May 2014
First Niagara Bank January 2006 - August 2007
Wachovia Bank, N.A. January 2003 - January 2006
ING DIRECT September 2001 - January 2003
Skills
Credit, Loans, Commercial Banking, Financial Analysis, Banking, Finance, Management, Small Business Lending, Mergers & Acquisitions, Cash Flow, Commercial Lending, Asset Based Lending, Credit Analysis, Leadership, Business Development
Education
Arizona State University
Widener University School of Law
Dustin Dusty Tompkins Dustin Dusty Tompkins's Wachovia Bank NA Experience January 2006 - January 2007
Job AVP, Wealth Consulting at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2015 - Present
LPL Financial June 2010 - May 2015
LPL Financial February 2007 - July 2010
Wachovia Bank NA January 2006 - January 2007
tesa tape North America October 2004 - November 2005
Volkswagen of America, Inc June 2002 - September 2004
Skills
Leadership, Sales, Business Development, Recruiting, Marketing, Market Research, Research, International Sales, Positioning, Statistics, Sales Management, Account Management, New Business Development, Direct Sales, Relationship Management, Training, Management, Financial Services, Analysis
Education
University of North Carolina at Charlotte 2000 — 2003
Political Science, Political Science, Minor in History
LPL Financial June 2015 - Present
LPL Financial June 2010 - May 2015
LPL Financial February 2007 - July 2010
Wachovia Bank NA January 2006 - January 2007
tesa tape North America October 2004 - November 2005
Volkswagen of America, Inc June 2002 - September 2004
Skills
Leadership, Sales, Business Development, Recruiting, Marketing, Market Research, Research, International Sales, Positioning, Statistics, Sales Management, Account Management, New Business Development, Direct Sales, Relationship Management, Training, Management, Financial Services, Analysis
Education
University of North Carolina at Charlotte 2000 — 2003
Political Science, Political Science, Minor in History
Pedro Velazquez Pedro Velazquez's Wachovia Bank NA Experience February 2008 - November 2009
Job AVP, Branch Sales and Service Manager
Industry Banking
Experience
HomeTrust Bank May 2015 - Present
Bank of America June 2010 - April 2015
Wells Fargo November 2009 - May 2010
Wachovia Bank, N.A. February 2008 - November 2009
Wachovia Bank, N.A. February 2007 - February 2008
Wachovia Bank, N.A. November 2005 - February 2007
Wachovia Bank, N.A. January 2000 - November 2005
Wachovia Bank, N.A. August 1999 - January 2000
Wachovia Bank, N.A. February 1996 - August 1999
Skills
Sales Management, Sales Operations, Operations Management, Operational Excellence, Business Analysis, Financial Analysis, Data Analysis, Customer Service, Credit, Finance, Risk Management, Credit Analysis, Mortgage Lending, Relationship Management, Retail Banking, Banking, Loans, Management, Consumer Lending, Sales, Cross Selling
Education
Central Piedmont Community College
Associate's degree, Liberal Arts and Sciences/Liberal Studies
HomeTrust Bank May 2015 - Present
Bank of America June 2010 - April 2015
Wells Fargo November 2009 - May 2010
Wachovia Bank, N.A. February 2008 - November 2009
Wachovia Bank, N.A. February 2007 - February 2008
Wachovia Bank, N.A. November 2005 - February 2007
Wachovia Bank, N.A. January 2000 - November 2005
Wachovia Bank, N.A. August 1999 - January 2000
Wachovia Bank, N.A. February 1996 - August 1999
Skills
Sales Management, Sales Operations, Operations Management, Operational Excellence, Business Analysis, Financial Analysis, Data Analysis, Customer Service, Credit, Finance, Risk Management, Credit Analysis, Mortgage Lending, Relationship Management, Retail Banking, Banking, Loans, Management, Consumer Lending, Sales, Cross Selling
Education
Central Piedmont Community College
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Tony Maguire's Wachovia Bank NA Experience August 1993 - October 2003
Job Manager at John Hancock Financial Services
Industry Financial Services
Experience
New York Life Insurance Company August 2010 - April 2015
TD Bank March 2006 - October 2008
AC Maguire October 2003 - March 2006
Wachovia Bank, N.A. August 1993 - October 2003
The Equitable August 1981 - August 1993
Equitable Life 1981 - 1987
Skills
Mangement, Direct Sales, Client Services, 401k, Retirement, Mutual Funds, Investments, Banking, Asset Allocation, Wealth Management, Retirement Planning, Employee Benefits, Client Service, New Business Development, Consultative Selling, Pensions, ERISA, Middle Market, Defined Benefit, IRA's, Institutional, ETFs, Asset Management, Small Business, Portfolio Management, Annuities, Retirement Services, Alternative Investments, Benefits, Fixed Income, Wealth, Asset, Benefits Administration, Group Benefits, Deferred Compensation, Executive Compensation, Retirement Income..., Business Planning, Investment Strategies, Funding, Investment Advisory, Financial Services, Finance, Investment Management, Securities, CRM, Series 6, Series 63, Financial Advisory, Relationship Management
Education
Assumption College 1970 — 1974
BA
Delbarton School 1966 — 1970
H.S. Diploma
New York Life Insurance Company August 2010 - April 2015
TD Bank March 2006 - October 2008
AC Maguire October 2003 - March 2006
Wachovia Bank, N.A. August 1993 - October 2003
The Equitable August 1981 - August 1993
Equitable Life 1981 - 1987
Skills
Mangement, Direct Sales, Client Services, 401k, Retirement, Mutual Funds, Investments, Banking, Asset Allocation, Wealth Management, Retirement Planning, Employee Benefits, Client Service, New Business Development, Consultative Selling, Pensions, ERISA, Middle Market, Defined Benefit, IRA's, Institutional, ETFs, Asset Management, Small Business, Portfolio Management, Annuities, Retirement Services, Alternative Investments, Benefits, Fixed Income, Wealth, Asset, Benefits Administration, Group Benefits, Deferred Compensation, Executive Compensation, Retirement Income..., Business Planning, Investment Strategies, Funding, Investment Advisory, Financial Services, Finance, Investment Management, Securities, CRM, Series 6, Series 63, Financial Advisory, Relationship Management
Education
Assumption College 1970 — 1974
BA
Delbarton School 1966 — 1970
H.S. Diploma
Alan Smith (阿兰史密斯) Alan Smith (阿兰史密斯)'s Wachovia Bank NA Experience November 1991 - September 2006
Job Relationship Manager (Retirement Services, Global Trust Services and Off Shore Banking)
Industry Capital Markets
Experience
Avatar Holdings September 2008 - Present
US Bank September 2006 - November 2007
Wachovia Bank, NA November 1991 - September 2006
Southeast Bank, NA September 1985 - May 1991
Skills
Databases, Investments, Banking, New Business Development, Institutional Trust..., Product Design, Global Trusts, ERISA, Asset Managment, Portfolio Management, Financial Services, Risk Management, Capital Markets, Asset Allocation, Investment Management, Relationship Management, Real Estate, Due Diligence, Equities, Retirement, Pensions, Valuation, Financial Markets, Finance, Financial Risk, Structured Finance, Cash Management, Corporate Finance, Business Development, Wealth Management, Alternative Investments, Financial Structuring, Investment Advisory, Venture Capital, Bloomberg, Asset Management, Mergers & Acquisitions, Executive Management, Hedge Funds, Series 7, Private Equity, Funding, Wealth, Derivatives, Private Banking, Financial Modeling, Securities, Emerging Markets, Trading, Mutual Funds
Education
The University of Tennessee at Chattanooga
Bachelor of Science, Business Administration and Economics
Avatar Holdings September 2008 - Present
US Bank September 2006 - November 2007
Wachovia Bank, NA November 1991 - September 2006
Southeast Bank, NA September 1985 - May 1991
Skills
Databases, Investments, Banking, New Business Development, Institutional Trust..., Product Design, Global Trusts, ERISA, Asset Managment, Portfolio Management, Financial Services, Risk Management, Capital Markets, Asset Allocation, Investment Management, Relationship Management, Real Estate, Due Diligence, Equities, Retirement, Pensions, Valuation, Financial Markets, Finance, Financial Risk, Structured Finance, Cash Management, Corporate Finance, Business Development, Wealth Management, Alternative Investments, Financial Structuring, Investment Advisory, Venture Capital, Bloomberg, Asset Management, Mergers & Acquisitions, Executive Management, Hedge Funds, Series 7, Private Equity, Funding, Wealth, Derivatives, Private Banking, Financial Modeling, Securities, Emerging Markets, Trading, Mutual Funds
Education
The University of Tennessee at Chattanooga
Bachelor of Science, Business Administration and Economics
Guarionex Victoria Guarionex Victoria's Wachovia Bank NA Experience October 2005 - November 2007
Job Leadership, creativity, innovation and drive.
Industry Writing and Editing
Experience
T-Mobile December 2012 - Present
TD July 2010 - June 2012
RSS Laboratories July 2008 - July 2010
BMO Harris Private Banking November 2007 - July 2008
Wachovia Bank NA October 2005 - November 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, HTML, English, Social Media Marketing, Facebook, Data Analysis, Leadership, Sales, Outlook, Team Building, Critical Thinking, Retail, Customer Experience, Customer Satisfaction, Customer Retention, Data Entry, Management, Time Management, Marketing Strategy, Event Planning, Banking, Sales Operations, Creative Writing, Team Leadership, Editing, Inventory Management, Email Marketing, Social Networking, Teaching, Strategic Planning, New Business Development, Employee Training, Proofreading, Communication, Credit, Account Management, Cross-functional Team..., Event Management, Fundraising
Education
University of South Florida 2010 — 2013
English Language and Literature/Letters
Palm Beach State College 2008 — 2010
Associate of Arts (AA), Business
T-Mobile December 2012 - Present
TD July 2010 - June 2012
RSS Laboratories July 2008 - July 2010
BMO Harris Private Banking November 2007 - July 2008
Wachovia Bank NA October 2005 - November 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, HTML, English, Social Media Marketing, Facebook, Data Analysis, Leadership, Sales, Outlook, Team Building, Critical Thinking, Retail, Customer Experience, Customer Satisfaction, Customer Retention, Data Entry, Management, Time Management, Marketing Strategy, Event Planning, Banking, Sales Operations, Creative Writing, Team Leadership, Editing, Inventory Management, Email Marketing, Social Networking, Teaching, Strategic Planning, New Business Development, Employee Training, Proofreading, Communication, Credit, Account Management, Cross-functional Team..., Event Management, Fundraising
Education
University of South Florida 2010 — 2013
English Language and Literature/Letters
Palm Beach State College 2008 — 2010
Associate of Arts (AA), Business
richard mattox richard mattox's Wachovia Bank NA Experience February 2001 - February 2008
Job VP Infrastructure Services at ITPeopleNetwork
Industry Financial Services
Experience
ITPeopleNetwork January 2014 - Present
Wachovia, A Wells Fargo Company March 2008 - July 2011
Wachovia Bank, NA February 2001 - February 2008
Skills
Banking, Risk Management, Vendor Management, Portfolio Management, Process Improvement, Financial Services, Disaster Recovery, Financial Management..., Cost Reduction..., Cost Reduction..., Cost Reduction..., Leadership Development, Cross-functional Team..., Infrastructure, Leadership, Business Analysis
Education
University of South Carolina-Columbia
Computer Science
ITPeopleNetwork January 2014 - Present
Wachovia, A Wells Fargo Company March 2008 - July 2011
Wachovia Bank, NA February 2001 - February 2008
Skills
Banking, Risk Management, Vendor Management, Portfolio Management, Process Improvement, Financial Services, Disaster Recovery, Financial Management..., Cost Reduction..., Cost Reduction..., Cost Reduction..., Leadership Development, Cross-functional Team..., Infrastructure, Leadership, Business Analysis
Education
University of South Carolina-Columbia
Computer Science
Veronique Guy's Wachovia Bank NA Experience January 2005 - January 2011
Job Operations Analyst at Bank of America
Industry Banking
Experience
Bank of America February 2013 - Present
Bank of America Merrill Lynch January 2013 - Present
Wells Fargo January 2011 - January 2012
Wells Fargo Home Mortgage 1999 - 2012
Wachovia Bank NA January 2005 - January 2011
First Union/Wachovia January 1999 - January 2005
2nd 337th Combat Support & Combat Service Support Battalion (US Army Reserves) January 1993 - January 2000
Solectron Technologies Inc January 1998 - January 1999
Corporate Benefits Services January 1996 - January 1998
Skills
Credit Analysis, Mortgage Lending, Mortgage Banking, Loans, Credit, Credit Risk, Banking, Commercial Lending, Financial Analysis, Lines Of Credit, Small Business Lending, Financial Risk, Operational Risk, Risk Management, FHA, Bank Secrecy Act, Commercial Banking, Loan Servicing, AML, Private Banking, Home Equity Lines of..., Construction Loans, Operational Risk..., Home Equity Loans, LPS, Loan Origination, USA PATRIOT Act, Portfolio Management, Quality Auditing
Education
University of Phoenix
Business Degree
Bank of America February 2013 - Present
Bank of America Merrill Lynch January 2013 - Present
Wells Fargo January 2011 - January 2012
Wells Fargo Home Mortgage 1999 - 2012
Wachovia Bank NA January 2005 - January 2011
First Union/Wachovia January 1999 - January 2005
2nd 337th Combat Support & Combat Service Support Battalion (US Army Reserves) January 1993 - January 2000
Solectron Technologies Inc January 1998 - January 1999
Corporate Benefits Services January 1996 - January 1998
Skills
Credit Analysis, Mortgage Lending, Mortgage Banking, Loans, Credit, Credit Risk, Banking, Commercial Lending, Financial Analysis, Lines Of Credit, Small Business Lending, Financial Risk, Operational Risk, Risk Management, FHA, Bank Secrecy Act, Commercial Banking, Loan Servicing, AML, Private Banking, Home Equity Lines of..., Construction Loans, Operational Risk..., Home Equity Loans, LPS, Loan Origination, USA PATRIOT Act, Portfolio Management, Quality Auditing
Education
University of Phoenix
Business Degree
C. Hunter Widener, CFP® C. Hunter Widener, CFP®'s Wachovia Bank NA Experience December 2000 - March 2002
Job Executive Director Center for Business Strategies at Carolina Premier Bank
Industry Banking
Experience
Carolina Premier Bank July 2015 - Present
Carolina Premier Wealth Management February 2010 - Present
Carolina Premier Bank February 2010 - July 2015
Premara Bank, a Division of Carolina Premier Bank January 2013 - June 2015
Bridgewater Capital, Inc. October 2009 - February 2010
Oppenheimer & Co. Inc. March 2009 - July 2009
SGC July 2006 - March 2009
Bank of America Private Bank March 2002 - July 2006
Wachovia Bank, N.A. December 2000 - March 2002
The Teague Group March 1998 - December 2000
Education
Appalachian State University 1991 — 1995
BSBA, Business Management
Charlotte Country Day School
Carolina Premier Bank July 2015 - Present
Carolina Premier Wealth Management February 2010 - Present
Carolina Premier Bank February 2010 - July 2015
Premara Bank, a Division of Carolina Premier Bank January 2013 - June 2015
Bridgewater Capital, Inc. October 2009 - February 2010
Oppenheimer & Co. Inc. March 2009 - July 2009
SGC July 2006 - March 2009
Bank of America Private Bank March 2002 - July 2006
Wachovia Bank, N.A. December 2000 - March 2002
The Teague Group March 1998 - December 2000
Education
Appalachian State University 1991 — 1995
BSBA, Business Management
Charlotte Country Day School
James R. Ramsbottom James R. Ramsbottom's Wachovia Bank NA Experience April 1993 - May 2001
Job Senior Vice PresidentSenior Commercial Loan OfficerSouth State Bank
Industry Banking
Experience
South State Bank June 2015 - Present
TD Bank, N.A. September 2011 - October 2014
Carolina First Bank May 2001 - September 2011
Wachovia Bank, N.A. April 1993 - May 2001
Skills
Commercial Lending, Loans, Credit Analysis, Commercial Banking, Banking, Commercial Real Estate, Small Business Lending, Loan Origination, Portfolio Management, Credit, Mortgage Lending, Lines Of Credit, Real Estate, Financial Analysis, Valuation, Credit Risk, Treasury Services, Consumer Lending
Education
Alfred University 1972 — 1976
Bachelor's Degree, History
Credit Administration School-Wachovia Bank
Credit Management
South State Bank June 2015 - Present
TD Bank, N.A. September 2011 - October 2014
Carolina First Bank May 2001 - September 2011
Wachovia Bank, N.A. April 1993 - May 2001
Skills
Commercial Lending, Loans, Credit Analysis, Commercial Banking, Banking, Commercial Real Estate, Small Business Lending, Loan Origination, Portfolio Management, Credit, Mortgage Lending, Lines Of Credit, Real Estate, Financial Analysis, Valuation, Credit Risk, Treasury Services, Consumer Lending
Education
Alfred University 1972 — 1976
Bachelor's Degree, History
Credit Administration School-Wachovia Bank
Credit Management
Holly Thomas Holly Thomas's Wachovia Bank NA Experience September 1986 - April 2005
Job Author | Professional Presenter | Personal CFO | FeeOnly Financial Planner
Industry Financial Services
Experience
Porchview Publishing LLC September 2013 - Present
Holly P. Thomas, LLC September 2006 - Present
Raymond James Trust Company April 2005 - August 2006
Wachovia Bank, N.A. September 1986 - April 2005
Southeast Bank, N.A. 1986 - 1989
Skills
Financial Planners, Estate Planning, Retirement Planning, Writing, Workshop Facilitation, Breakout Sessions, Behavioral Economics..., Our Relationship with..., Writing on Money Issues, Professional Speaker, Small Business, Strategic Financial..., Financial Advisory, Finance, Wealth, Business Planning, High Net Worth..., Credit
Education
USF - College of Business Administration - M.A. Economics 2004 — 2007
M.A., Economics
USF - College of Business Administration - MBA, Finance and MIS 1995 — 1998
MBA, Finance and MIS
Davidson College 1982 — 1986
B.A., Economics
Porchview Publishing LLC September 2013 - Present
Holly P. Thomas, LLC September 2006 - Present
Raymond James Trust Company April 2005 - August 2006
Wachovia Bank, N.A. September 1986 - April 2005
Southeast Bank, N.A. 1986 - 1989
Skills
Financial Planners, Estate Planning, Retirement Planning, Writing, Workshop Facilitation, Breakout Sessions, Behavioral Economics..., Our Relationship with..., Writing on Money Issues, Professional Speaker, Small Business, Strategic Financial..., Financial Advisory, Finance, Wealth, Business Planning, High Net Worth..., Credit
Education
USF - College of Business Administration - M.A. Economics 2004 — 2007
M.A., Economics
USF - College of Business Administration - MBA, Finance and MIS 1995 — 1998
MBA, Finance and MIS
Davidson College 1982 — 1986
B.A., Economics
Dennis Norton Dennis Norton's Wachovia Bank NA Experience May 2001 - March 2002
Job Vice President at Blue Source, LLC
Industry Environmental Services
Experience
Blue Source, LLC March 2015 - Present
BTG Pactual September 2013 - September 2014
Regions Timberland Group May 2004 - September 2013
RMK Timberland Group April 2002 - December 2005
Wachovia Bank, N.A. May 2001 - March 2002
Wachovia Bank, N.A. September 1996 - March 2002
TranSouth, Inc January 1993 - August 1996
Resource Management Service, Inc April 1988 - March 1993
Georgia-Pacific Corporation July 1984 - March 1988
Skills
Mergers & Acquisitions, Valuation, Investments, Due Diligence, Management, Real Estate, Contract Negotiation, Sustainability, Analysis, Negotiation, Project Management, Strategic Planning, Budgets, GIS, Silviculture, Microsoft Excel, Biomass, Mergers, Portfolio Management, Entrepreneurship, Land Acquisition
Education
Auburn University 1979 — 1983
Degree: Bachelor of Science, Forestry
Blue Source, LLC March 2015 - Present
BTG Pactual September 2013 - September 2014
Regions Timberland Group May 2004 - September 2013
RMK Timberland Group April 2002 - December 2005
Wachovia Bank, N.A. May 2001 - March 2002
Wachovia Bank, N.A. September 1996 - March 2002
TranSouth, Inc January 1993 - August 1996
Resource Management Service, Inc April 1988 - March 1993
Georgia-Pacific Corporation July 1984 - March 1988
Skills
Mergers & Acquisitions, Valuation, Investments, Due Diligence, Management, Real Estate, Contract Negotiation, Sustainability, Analysis, Negotiation, Project Management, Strategic Planning, Budgets, GIS, Silviculture, Microsoft Excel, Biomass, Mergers, Portfolio Management, Entrepreneurship, Land Acquisition
Education
Auburn University 1979 — 1983
Degree: Bachelor of Science, Forestry
Gary Clint Jones, Jr. Gary Clint Jones, Jr.'s Wachovia Bank NA Experience July 2009 - February 2010
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC December 2013 - Present
Wells Fargo Bank N.A March 2012 - December 2013
Wells Fargo Bank N.A February 2010 - March 2012
Wachovia Bank N.A July 2009 - February 2010
Elliott Davis, LLC September 2007 - March 2009
Northwestern Mutual Financial Network May 2006 - August 2006
Skills
Financial Analysis, Accounting, Financial Planners, Financial Reporting, Insurance, High Net Worth..., Auditing, Microsoft Excel, Account Reconciliation, Financial Accounting, Risk Management, Asset Allocation, Securities, Invstments, Stock Analysis, Investment Strategies, Retirement Planning, Financial Planning
Education
The Citadel 2003 — 2007
Bachelor of Science, Business Administration; Accounting
Ridge View High School 1998 — 2002
Wells Fargo Advisors LLC December 2013 - Present
Wells Fargo Bank N.A March 2012 - December 2013
Wells Fargo Bank N.A February 2010 - March 2012
Wachovia Bank N.A July 2009 - February 2010
Elliott Davis, LLC September 2007 - March 2009
Northwestern Mutual Financial Network May 2006 - August 2006
Skills
Financial Analysis, Accounting, Financial Planners, Financial Reporting, Insurance, High Net Worth..., Auditing, Microsoft Excel, Account Reconciliation, Financial Accounting, Risk Management, Asset Allocation, Securities, Invstments, Stock Analysis, Investment Strategies, Retirement Planning, Financial Planning
Education
The Citadel 2003 — 2007
Bachelor of Science, Business Administration; Accounting
Ridge View High School 1998 — 2002
Eric Kraft Eric Kraft's Wachovia Bank NA Experience 2005 - 2008
Job Senior Vice President, Middle Market Banking at Comerica Bank
Industry Banking
Experience
Comerica Bank October 2013 - Present
PwC September 2010 - October 2013
The American Group dba American Plastics, American O&P, American Skylites, and Waggoner Plastics 2008 - 2010
Wachovia Bank, NA 2005 - 2008
Bank of Texas 2002 - 2005
Bank of America 1997 - 2002
BBVA Compass, successor to Guaranty Bank, FSB 1991 - 1997
Education
Stephen F. Austin 1989 — 1991
BBA, Finance
University of Texas at Austin 1987 — 1989
Electrical Engineering
Paris High School 1983 — 1987
Comerica Bank October 2013 - Present
PwC September 2010 - October 2013
The American Group dba American Plastics, American O&P, American Skylites, and Waggoner Plastics 2008 - 2010
Wachovia Bank, NA 2005 - 2008
Bank of Texas 2002 - 2005
Bank of America 1997 - 2002
BBVA Compass, successor to Guaranty Bank, FSB 1991 - 1997
Education
Stephen F. Austin 1989 — 1991
BBA, Finance
University of Texas at Austin 1987 — 1989
Electrical Engineering
Paris High School 1983 — 1987
Dodd Allee Dodd Allee's Wachovia Bank NA Experience June 2001 - April 2006
Job at
Industry Religious Institutions
Experience
Huffman Baptist Church November 2014 - Present
First Baptist Church Trussville, AL June 2006 - November 2014
Wachovia Bank NA June 2001 - April 2006
Heritage Baptist Church May 1996 - September 1999
Skills
Facility Management, Event Planning, Teaching, Volunteer Management, Fundraising, Event Management, Leadership Development, Nonprofits, Public Speaking, Team Building, Customer Service, Curriculum Development, Training, Coaching, Biblical Studies, Research, Church Events, Missions, Preaching, Philosophy of Religion, Educational Philosophy, Theology, Network Administration, Religion, Bible teaching, Discipleship, Youth Ministry, Maintenance, Curriculum Design, Computer Repair, Office Administration, Conflict Resolution, Teamwork, Department Budgeting, Volunteer Recruiting, Volunteer Training, Food Safety, Pastoral Counseling, Labor Management, Pastoral Care, Budgets, Time Management, System Administration, Management, Teaching Adults, Microsoft Office, PowerPoint, Facilities Management, Leadership, Community Outreach
Education
Beeson Divinity School 2001 — 2004
Master's degree, Theological Studies
New Orleans Baptist Theological Seminary 1990 — 1992
Masters of Divinity in Christian Education, Christian education and discipleship
Samford University 1984 — 1989
Bachelor of Arts (B.A.), Philosophy & Theology
Huffman Baptist Church November 2014 - Present
First Baptist Church Trussville, AL June 2006 - November 2014
Wachovia Bank NA June 2001 - April 2006
Heritage Baptist Church May 1996 - September 1999
Skills
Facility Management, Event Planning, Teaching, Volunteer Management, Fundraising, Event Management, Leadership Development, Nonprofits, Public Speaking, Team Building, Customer Service, Curriculum Development, Training, Coaching, Biblical Studies, Research, Church Events, Missions, Preaching, Philosophy of Religion, Educational Philosophy, Theology, Network Administration, Religion, Bible teaching, Discipleship, Youth Ministry, Maintenance, Curriculum Design, Computer Repair, Office Administration, Conflict Resolution, Teamwork, Department Budgeting, Volunteer Recruiting, Volunteer Training, Food Safety, Pastoral Counseling, Labor Management, Pastoral Care, Budgets, Time Management, System Administration, Management, Teaching Adults, Microsoft Office, PowerPoint, Facilities Management, Leadership, Community Outreach
Education
Beeson Divinity School 2001 — 2004
Master's degree, Theological Studies
New Orleans Baptist Theological Seminary 1990 — 1992
Masters of Divinity in Christian Education, Christian education and discipleship
Samford University 1984 — 1989
Bachelor of Arts (B.A.), Philosophy & Theology
Rosedel Davies-Adewebi's Wachovia Bank NA Experience June 2003 - December 2004
Job Business Partnership Hub Manager at United Nations Global Compact
Industry International Affairs
Experience
United Nations Global Compact February 2015 - Present
United Nations Global Compact December 2012 - January 2015
Jacob A. Riis Neighborhood Settlement House November 2011 - November 2012
The Global Impact Investing Network March 2012 - August 2012
The Tony Elumelu Foundation July 2011 - October 2011
DaVita June 2010 - August 2010
Research Foundation of CUNY February 2009 - July 2009
MDRC June 2008 - June 2009
Project Enterprise January 2005 - October 2007
Wachovia Bank, N.A. June 2003 - December 2004
Skills
SME development, Entrepreneurship, Start-up Consulting, Data Analysis, Proposal Writing, SME Banking, Project Management, Financial Analysis, Nonprofits, Leadership, Financial Modeling, Strategy, Program Evaluation, Qualitative Research, Budgets, Qualitative Analysis, Programme Design, Program Development, Logic Model Development, Performance Metrics, Statistical Modeling, SPSS, Logic Models, R, Data Visualization, Tableau, Structured Interviews, Literature Reviews, Survey Design, KPI development, Benchmarking, Key Performance..., Analysis, Management, Strategic Planning
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
Master of Business Administration, Finance, General Management and Strategy
Boston University 1999 — 2003
Bachelor of Arts, Economics, International Relations
United Nations Global Compact February 2015 - Present
United Nations Global Compact December 2012 - January 2015
Jacob A. Riis Neighborhood Settlement House November 2011 - November 2012
The Global Impact Investing Network March 2012 - August 2012
The Tony Elumelu Foundation July 2011 - October 2011
DaVita June 2010 - August 2010
Research Foundation of CUNY February 2009 - July 2009
MDRC June 2008 - June 2009
Project Enterprise January 2005 - October 2007
Wachovia Bank, N.A. June 2003 - December 2004
Skills
SME development, Entrepreneurship, Start-up Consulting, Data Analysis, Proposal Writing, SME Banking, Project Management, Financial Analysis, Nonprofits, Leadership, Financial Modeling, Strategy, Program Evaluation, Qualitative Research, Budgets, Qualitative Analysis, Programme Design, Program Development, Logic Model Development, Performance Metrics, Statistical Modeling, SPSS, Logic Models, R, Data Visualization, Tableau, Structured Interviews, Literature Reviews, Survey Design, KPI development, Benchmarking, Key Performance..., Analysis, Management, Strategic Planning
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
Master of Business Administration, Finance, General Management and Strategy
Boston University 1999 — 2003
Bachelor of Arts, Economics, International Relations
Deborah Butler CPA Deborah Butler CPA's Wachovia Bank NA Experience June 1996 - January 2004
Job Vice President at Brickwood Builders, Inc.
Industry Construction
Experience
Brickwood Builders, Inc. January 2005 - Present
Wachovia Bank, N.A. June 1996 - January 2004
Integon Insurance Companies September 1979 - September 1995
Skills
CPA, Merger and Acquisition..., Entrepreneurship, Property & Casualty..., Life Insurance, Strategic Planning, Financial Analysis, Financial Reporting, Consulting, Marketing, Team Building, Customer Service, Budgets, Small Business, New Business Development, Sales, Management, Project Planning, Residential Homes, Construction, Contract Negotiation, Negotiation, Sales Management
Education
Appalachian State University 1972 — 1976
Bachelor of Science in Business Administration, Concentration in Accounting
Brickwood Builders, Inc. January 2005 - Present
Wachovia Bank, N.A. June 1996 - January 2004
Integon Insurance Companies September 1979 - September 1995
Skills
CPA, Merger and Acquisition..., Entrepreneurship, Property & Casualty..., Life Insurance, Strategic Planning, Financial Analysis, Financial Reporting, Consulting, Marketing, Team Building, Customer Service, Budgets, Small Business, New Business Development, Sales, Management, Project Planning, Residential Homes, Construction, Contract Negotiation, Negotiation, Sales Management
Education
Appalachian State University 1972 — 1976
Bachelor of Science in Business Administration, Concentration in Accounting
Judith Fournier Judith Fournier's Wachovia Bank NA Experience January 2001 - April 2006
Job Business Analyst III at Federal Reserve Bank of Richmond
Industry Banking
Experience
Federal Reserve Bank of Richmond April 2014 - Present
Capital One June 2011 - April 2014
Wells Fargo Bank September 2009 - May 2011
Wachovia Bank April 2006 - September 2009
Wachovia Bank, NA January 2001 - April 2006
First Union National Bank January 2000 - January 2001
First Union National Bank September 1998 - January 2000
Peebles Department Store June 1997 - September 1998
Education
Radford University - College of Business and Economics 1993 — 1997
Business Administration, Organizational Management
Federal Reserve Bank of Richmond April 2014 - Present
Capital One June 2011 - April 2014
Wells Fargo Bank September 2009 - May 2011
Wachovia Bank April 2006 - September 2009
Wachovia Bank, NA January 2001 - April 2006
First Union National Bank January 2000 - January 2001
First Union National Bank September 1998 - January 2000
Peebles Department Store June 1997 - September 1998
Education
Radford University - College of Business and Economics 1993 — 1997
Business Administration, Organizational Management
Curt Hartranft's Wachovia Bank NA Experience August 2002 - December 2003
Job Audit Manager at BBD, LLP
Industry Accounting
Experience
BBD, LLP December 2008 - Present
Tait, Weller & Baker December 2003 - December 2008
Wachovia Bank, NA August 2002 - December 2003
Lincoln Investment Planning 1985 - 2002
Skills
Financial Reporting, Financial Accounting, Accounting, Account Reconciliation, GAAP, Transfer Agency, Mutual Funds, Fund Accounting, Fund Administration, Fund Of Funds, Auditing, US GAAP, Financial Statements, Hedge Funds, Financial Analysis, Internal Controls, Financial Services, Finance
Education
Temple University 1980 — 1984
BBA, Accounting
BBD, LLP December 2008 - Present
Tait, Weller & Baker December 2003 - December 2008
Wachovia Bank, NA August 2002 - December 2003
Lincoln Investment Planning 1985 - 2002
Skills
Financial Reporting, Financial Accounting, Accounting, Account Reconciliation, GAAP, Transfer Agency, Mutual Funds, Fund Accounting, Fund Administration, Fund Of Funds, Auditing, US GAAP, Financial Statements, Hedge Funds, Financial Analysis, Internal Controls, Financial Services, Finance
Education
Temple University 1980 — 1984
BBA, Accounting
Ramon J. Robinson Ramon J. Robinson's Wachovia Bank NA Experience January 2007 - March 2009
Job Ambitious Tax Accountant| Trust Estates| Year End Financials| Tax Savings| AP/AR
Industry Accounting
Experience
Integrity Billing Consultants March 2009 - Present
Wachovia Bank, N.A. January 2007 - March 2009
Convergys (OnStar) April 2006 - December 2006
Preferred Alternatives, Inc April 2004 - March 2006
UNC Wilmington October 2004 - May 2005
Skills
Financial Analysis, Tax, Accounting, Finance, Microsoft Excel, Auditing, Banking, Financial Accounting, Management, Risk Management, Microsoft Access, Microsoft Word, Microsoft Office, Trust Management, Fiduciary Management, Customer Service, Customer Satisfaction, Bookkeeping, Accounts Payable, Accounts Receivable, Account Reconciliation, Customer Support, Customer Experience, Technical Support, Problem Solving, Microsoft Certified..., Non-profit Volunteering, Professional Services
Education
University of North Carolina at Charlotte 2011 — 2014
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services, 3.00
Cape Fear Community College 2001 — 2004
Associate of Applied Science, Accounting
East Carolina University
Bachelor of Arts (B.A.), Economics
Integrity Billing Consultants March 2009 - Present
Wachovia Bank, N.A. January 2007 - March 2009
Convergys (OnStar) April 2006 - December 2006
Preferred Alternatives, Inc April 2004 - March 2006
UNC Wilmington October 2004 - May 2005
Skills
Financial Analysis, Tax, Accounting, Finance, Microsoft Excel, Auditing, Banking, Financial Accounting, Management, Risk Management, Microsoft Access, Microsoft Word, Microsoft Office, Trust Management, Fiduciary Management, Customer Service, Customer Satisfaction, Bookkeeping, Accounts Payable, Accounts Receivable, Account Reconciliation, Customer Support, Customer Experience, Technical Support, Problem Solving, Microsoft Certified..., Non-profit Volunteering, Professional Services
Education
University of North Carolina at Charlotte 2011 — 2014
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services, 3.00
Cape Fear Community College 2001 — 2004
Associate of Applied Science, Accounting
East Carolina University
Bachelor of Arts (B.A.), Economics
Bill Gregory, PMP Bill Gregory, PMP's Wachovia Bank NA Experience 1998 - 2003
Job JNTC Site Certification Analyst
Industry Defense & Space
Experience
Capstone Corporation January 2015 - Present
DDL OMNI Engineering 2003 - January 2015
Wachovia Bank, NA 1998 - 2003
DDL OMNI Engineering 1992 - 1998
Skills
PMP, Program Management, Process Improvement, Proposal Writing, Problem Solving, Public Speaking, Analysis, Project Planning, Technical Writing, Databases, Leadership, Beekeeping, Government, Security Clearance, Business Process..., DoD, Training, Requirements Analysis, MS Project, Team Leadership, Project Management, Strategic Planning, Defense, Military, Management, National Security, Military Operations, Information Assurance, Policy, Security, Operational Planning, Navy, Intelligence
Education
Purdue University 1980 — 1982
MS, Concentration in Industrial Engineering
Naval Aviation Training Command 1975 — 1976
Naval Flight Officer Training, Designated Naval Flight Officer
United States Naval Academy 1968 — 1972
BS
Capstone Corporation January 2015 - Present
DDL OMNI Engineering 2003 - January 2015
Wachovia Bank, NA 1998 - 2003
DDL OMNI Engineering 1992 - 1998
Skills
PMP, Program Management, Process Improvement, Proposal Writing, Problem Solving, Public Speaking, Analysis, Project Planning, Technical Writing, Databases, Leadership, Beekeeping, Government, Security Clearance, Business Process..., DoD, Training, Requirements Analysis, MS Project, Team Leadership, Project Management, Strategic Planning, Defense, Military, Management, National Security, Military Operations, Information Assurance, Policy, Security, Operational Planning, Navy, Intelligence
Education
Purdue University 1980 — 1982
MS, Concentration in Industrial Engineering
Naval Aviation Training Command 1975 — 1976
Naval Flight Officer Training, Designated Naval Flight Officer
United States Naval Academy 1968 — 1972
BS
Jay Saunders Jay Saunders's Wachovia Bank NA Experience April 2004 - June 2008
Job Director at KPM Financial
Industry Financial Services
Experience
KPM Financial LLC April 2015 - Present
First Tryon Advisors July 2012 - April 2015
Wachovia Bank, NA April 2004 - June 2008
Bank of America April 1998 - April 2004
First Union National Bank June 1993 - April 1998
Skills
Commercial Lending, Credit, Banking, Commercial Banking, Capital Markets, Fixed Income, Loan Origination, Derivatives, Structured Finance, Municipal Bonds, Corporate Finance, Not-for-profit, Investments, Finance, Portfolio Management, Investment Banking, Financial Services, Financial Analysis, Bonds, Financial Modeling, Series 7, Securities
Education
University of North Carolina at Charlotte 1988 — 1993
Bachelor of Science (BS), Business Finance
KPM Financial LLC April 2015 - Present
First Tryon Advisors July 2012 - April 2015
Wachovia Bank, NA April 2004 - June 2008
Bank of America April 1998 - April 2004
First Union National Bank June 1993 - April 1998
Skills
Commercial Lending, Credit, Banking, Commercial Banking, Capital Markets, Fixed Income, Loan Origination, Derivatives, Structured Finance, Municipal Bonds, Corporate Finance, Not-for-profit, Investments, Finance, Portfolio Management, Investment Banking, Financial Services, Financial Analysis, Bonds, Financial Modeling, Series 7, Securities
Education
University of North Carolina at Charlotte 1988 — 1993
Bachelor of Science (BS), Business Finance
Marlene Repple Marlene Repple's Wachovia Bank NA Experience 1985 - 2007
Job Consultant
Industry Banking
Experience
Contractor February 2015 - June 2015
Self Employed April 2010 - May 2014
Flagstar Bank December 2008 - April 2010
Wachovia Bank NA 1985 - 2007
Skills
Mutual Funds, Fixed Annuities, Banking, Insurance, Customer Service, Lending
Education
University of California, Davis
Bachelor of Arts
Contractor February 2015 - June 2015
Self Employed April 2010 - May 2014
Flagstar Bank December 2008 - April 2010
Wachovia Bank NA 1985 - 2007
Skills
Mutual Funds, Fixed Annuities, Banking, Insurance, Customer Service, Lending
Education
University of California, Davis
Bachelor of Arts
Chip Reklis Chip Reklis's Wachovia Bank NA Experience 2000 - 2005
Job Director of Information Systems at Scotland Health Care System
Industry Information Technology and Services
Experience
Carolinas HealthCare System October 2014 - Present
Hospice and Palliative Care of Greensboro March 2010 - Present
Greensboro Radiology November 2005 - August 2009
Wachovia Bank, NA 2000 - 2005
Novant Health June 1990 - January 2000
Skills
Healthcare, Vendor Management, Strategic Planning, HIPAA, Disaster Recovery, Integration, Budgets, Vendor Relations, PACS, Radiology, Imaging, Budgeting, HL7, Healthcare IT, Healthcare Information..., Servers, Strategy, Enterprise Architecture, Hospitals, Team Building, Project Management, Security, EHR, Management, Leadership, Software Documentation, Active Directory, Networking, Process Improvement, Health Information..., EMR, Meditech, Visio
Education
Shepherd University 1972 — 1976
BS, Elementary Education
Carolinas HealthCare System October 2014 - Present
Hospice and Palliative Care of Greensboro March 2010 - Present
Greensboro Radiology November 2005 - August 2009
Wachovia Bank, NA 2000 - 2005
Novant Health June 1990 - January 2000
Skills
Healthcare, Vendor Management, Strategic Planning, HIPAA, Disaster Recovery, Integration, Budgets, Vendor Relations, PACS, Radiology, Imaging, Budgeting, HL7, Healthcare IT, Healthcare Information..., Servers, Strategy, Enterprise Architecture, Hospitals, Team Building, Project Management, Security, EHR, Management, Leadership, Software Documentation, Active Directory, Networking, Process Improvement, Health Information..., EMR, Meditech, Visio
Education
Shepherd University 1972 — 1976
BS, Elementary Education
James Abate James Abate's Wachovia Bank NA Experience 2002 - 2005
Job Director, IT Finance at Ally Financial Inc.
Industry Computer Software
Experience
Ally Financial Inc. June 2013 - Present
NovaQuest LLC January 2009 - January 2013
Wachovia Insurance Services, Inc. 2007 - 2008
Wachovia Insurance Services, Inc. 2005 - 2007
Wachovia Bank, N.A. 2002 - 2005
Johnson Controls, Inc. 2000 - 2002
KeyBank, N.A. 1996 - 2000
Federal Deposit Insurance Corporation 1990 - 1996
Skills
Financial Analysis, Forecasting, Business Development, Investments, Management, Strategy
Education
John Carroll University 1986 — 1989
B.S.B.A., Finance
Case Western Reserve University
MBA, Finance
Ally Financial Inc. June 2013 - Present
NovaQuest LLC January 2009 - January 2013
Wachovia Insurance Services, Inc. 2007 - 2008
Wachovia Insurance Services, Inc. 2005 - 2007
Wachovia Bank, N.A. 2002 - 2005
Johnson Controls, Inc. 2000 - 2002
KeyBank, N.A. 1996 - 2000
Federal Deposit Insurance Corporation 1990 - 1996
Skills
Financial Analysis, Forecasting, Business Development, Investments, Management, Strategy
Education
John Carroll University 1986 — 1989
B.S.B.A., Finance
Case Western Reserve University
MBA, Finance
Linda Gray Biddle Linda Gray Biddle's Wachovia Bank NA Experience June 1986 - August 1993
Job Global Talent Management
Industry Information Technology and Services
Experience
Axeo 2012 - Present
Avnet Inc October 2007 - 2010
OD Solutions January 2000 - October 2007
Right Management Consultants December 1996 - December 1999
Vice President Human Resources September 1993 - June 1995
Wachovia Bank NA June 1986 - August 1993
Skills
Deferred Compensation, Employee Benefits, Strategic HR, Change Management, Solution Selling, Performance Management, Succession Planning, Process Improvement, Cross-functional Team..., Leadership, Management, Leadership Development, Business Development, Organizational..., Sales Management
Education
University of Delaware 1978 — 1982
BS, Business Administration
University of Oregon 1980 — 1981
Axeo 2012 - Present
Avnet Inc October 2007 - 2010
OD Solutions January 2000 - October 2007
Right Management Consultants December 1996 - December 1999
Vice President Human Resources September 1993 - June 1995
Wachovia Bank NA June 1986 - August 1993
Skills
Deferred Compensation, Employee Benefits, Strategic HR, Change Management, Solution Selling, Performance Management, Succession Planning, Process Improvement, Cross-functional Team..., Leadership, Management, Leadership Development, Business Development, Organizational..., Sales Management
Education
University of Delaware 1978 — 1982
BS, Business Administration
University of Oregon 1980 — 1981
Catherine H King's Wachovia Bank NA Experience August 2001 - March 2004
Job Experienced Marketing Professional / Project Manager
Industry Financial Services
Experience
Capital One (Contract) February 2013 - Present
Capital One (Contract) April 2012 - August 2012
Capital One (Contract) January 2011 - April 2012
Capital One (Contract) September 2010 - January 2011
Genworth Financial January 2008 - October 2010
Genworth Financial June 2006 - 2008
Genworth Financial April 2004 - June 2006
Wachovia Bank, N.A. August 2001 - March 2004
Skills
Financial Services, Marketing, Marketing Communications, Brand Management, Project Management, Product management, Business Strategy, Communications, Strategic Thinking, Product Management, Product Development, Leadership, Business Development, Email Marketing, Sales, Analytics, Online Marketing, Strategy, Direct Marketing, Marketing Strategy, Digital Marketing, Market Research, Program Management, Social Media Marketing, Process Improvement, Cross-functional Team..., Management, Insurance, Customer Insight, Vendor Management, Change Management, Business Analysis, Team Leadership, Strategic Planning, Advertising
Education
Darden Executive Education: University of Virginia 2008 — 2008
Integrated Marketing Communications
Darden Executive Education: University of Virginia 2008 — 2008
Strategic Marketing Management
College of Charleston
BA, Political Science
Project Management Academy
Project Management
Capital One (Contract) February 2013 - Present
Capital One (Contract) April 2012 - August 2012
Capital One (Contract) January 2011 - April 2012
Capital One (Contract) September 2010 - January 2011
Genworth Financial January 2008 - October 2010
Genworth Financial June 2006 - 2008
Genworth Financial April 2004 - June 2006
Wachovia Bank, N.A. August 2001 - March 2004
Skills
Financial Services, Marketing, Marketing Communications, Brand Management, Project Management, Product management, Business Strategy, Communications, Strategic Thinking, Product Management, Product Development, Leadership, Business Development, Email Marketing, Sales, Analytics, Online Marketing, Strategy, Direct Marketing, Marketing Strategy, Digital Marketing, Market Research, Program Management, Social Media Marketing, Process Improvement, Cross-functional Team..., Management, Insurance, Customer Insight, Vendor Management, Change Management, Business Analysis, Team Leadership, Strategic Planning, Advertising
Education
Darden Executive Education: University of Virginia 2008 — 2008
Integrated Marketing Communications
Darden Executive Education: University of Virginia 2008 — 2008
Strategic Marketing Management
College of Charleston
BA, Political Science
Project Management Academy
Project Management
Will Stanford's Wachovia Bank NA Experience January 2003 - Present
Job VP, Sr. Business System Consultant, IT Leader
Industry Financial Services
Experience
Wachovia Bank, N.A. January 2003 - Present
Wachovia January 2001 - December 2002
First Union National Bank September 1998 - December 2000
US Army June 1990 - September 1998
Skills
Process Improvement, Business Analysis, CRM, Risk Management, Performance Management, Management, Leadership, Call Centers, Banking, Customer Satisfaction, Training, Analysis, Business Process, Forecasting, Quality Assurance
Education
University of Phoenix 2005 — 2007
MBA, Global Management
Auburn University 1984 — 1990
BS, Finance
Wachovia Bank, N.A. January 2003 - Present
Wachovia January 2001 - December 2002
First Union National Bank September 1998 - December 2000
US Army June 1990 - September 1998
Skills
Process Improvement, Business Analysis, CRM, Risk Management, Performance Management, Management, Leadership, Call Centers, Banking, Customer Satisfaction, Training, Analysis, Business Process, Forecasting, Quality Assurance
Education
University of Phoenix 2005 — 2007
MBA, Global Management
Auburn University 1984 — 1990
BS, Finance
Luigi Bai's Wachovia Bank NA Experience 2005 - 2006
Job Web Application Architect and Project Manager
Industry Information Technology and Services
Experience
Bai Law Firm, PLLC September 2014 - Present
Rice University 2010 - Present
The Law Office of Anuj A. Shah, P.C. November 2013 - December 2013
Fourteenth Court of Appeals, Houston August 2013 - October 2013
University of Houston Law Center July 2012 - December 2012
Focal Point Software, Inc. 1993 - December 2010
University of Houston Law Center April 2010 - August 2010
StashCast Media Corporation January 2007 - December 2008
Straticom International May 2006 - December 2006
Wachovia Bank NA 2005 - 2006
Skills
XML, Linux, Java, Legal Writing, SQL, Web Services, jQuery, Legal Research, Unix, AJAX, PHP, PL/SQL, Software Development, XSLT, Copyright Law, First Amendment, XPath, eXist, Amazon Web Services..., HTML, CSS, JavaScript, XHTML, XQuery, Open Source, Software Project..., Open Source Licensing
Education
University of Houston Law Center 2009 — 2013
J.D.
Rice University 1985 — 1989
BA
Regis High School 1981 — 1985
Bai Law Firm, PLLC September 2014 - Present
Rice University 2010 - Present
The Law Office of Anuj A. Shah, P.C. November 2013 - December 2013
Fourteenth Court of Appeals, Houston August 2013 - October 2013
University of Houston Law Center July 2012 - December 2012
Focal Point Software, Inc. 1993 - December 2010
University of Houston Law Center April 2010 - August 2010
StashCast Media Corporation January 2007 - December 2008
Straticom International May 2006 - December 2006
Wachovia Bank NA 2005 - 2006
Skills
XML, Linux, Java, Legal Writing, SQL, Web Services, jQuery, Legal Research, Unix, AJAX, PHP, PL/SQL, Software Development, XSLT, Copyright Law, First Amendment, XPath, eXist, Amazon Web Services..., HTML, CSS, JavaScript, XHTML, XQuery, Open Source, Software Project..., Open Source Licensing
Education
University of Houston Law Center 2009 — 2013
J.D.
Rice University 1985 — 1989
BA
Regis High School 1981 — 1985
Kent Petri's Wachovia Bank NA Experience December 2003 - March 2006
Job Operations Improvement Specialist and Telecommunications Systems Marketer
Industry Telecommunications
Experience
Wachovia Bank, N.A. December 2003 - March 2006
Nortel Networks, Inc. May 1995 - August 2001
Scott, Madden and Associates January 1994 - April 1995
Skills
Competitive Analysis, Business Planning, Product Launching, Telecommunications, Financial Planning, New Business Development, Product Marketing, Product Life Cycle..., Product Launch, Market Analysis
Education
Campbell University 2002 — 2003
MA, Trust and Investment Management
Duke University - The Fuqua School of Business 1982 — 1984
MBA, Finance and Marketing
Indiana University Bloomington 1975 — 1976
BA, Biological Science
Denison University 1972 — 1975
Biological Science
Wachovia Bank, N.A. December 2003 - March 2006
Nortel Networks, Inc. May 1995 - August 2001
Scott, Madden and Associates January 1994 - April 1995
Skills
Competitive Analysis, Business Planning, Product Launching, Telecommunications, Financial Planning, New Business Development, Product Marketing, Product Life Cycle..., Product Launch, Market Analysis
Education
Campbell University 2002 — 2003
MA, Trust and Investment Management
Duke University - The Fuqua School of Business 1982 — 1984
MBA, Finance and Marketing
Indiana University Bloomington 1975 — 1976
BA, Biological Science
Denison University 1972 — 1975
Biological Science
Therese Maddox Berry, PMP's Wachovia Bank NA Experience June 2007 - February 2008
Job Vice President, eCommerce Technology at Bank of America
Industry Information Technology and Services
Experience
Bank of America June 2013 - Present
Signature Consultants March 2012 - June 2013
Technisource October 2011 - December 2011
ettain group May 2011 - October 2011
Adaptivity January 2009 - December 2010
Meridian Technologies August 2008 - January 2009
TEKsystems March 2008 - July 2008
Wachovia Bank NA June 2007 - February 2008
Wachovia Securities LLC April 2005 - June 2007
Wachovia Bank, N.A. Wealth IT March 2002 - February 2005
Skills
SDLC, Business Analysis, Integration, Visio, SharePoint, PMO, Business Process, Software Project..., Production Readiness, Requirements Analysis, Vendor Management, Software Documentation, Project Planning, Release Management, Software Development, Business Intelligence, Gap Analysis, IT Strategy, Feasibility Studies, Waterfall, Six Sigma, SOA, Agile Methodologies, Test Coordination, Governance, Process Improvement, Documentation, Project Delivery, Project Implementation, Project Coordination, Project Finance, SharePoint Designer, Data Analysis, Application Development, Risk Assessment, Quality, DMAIC, .NET, J2EE, WebSphere Application...
Education
University of North Carolina School of the Arts 1988 — 1994
BM
West Charlotte High School 1985 — 1988
Bank of America June 2013 - Present
Signature Consultants March 2012 - June 2013
Technisource October 2011 - December 2011
ettain group May 2011 - October 2011
Adaptivity January 2009 - December 2010
Meridian Technologies August 2008 - January 2009
TEKsystems March 2008 - July 2008
Wachovia Bank NA June 2007 - February 2008
Wachovia Securities LLC April 2005 - June 2007
Wachovia Bank, N.A. Wealth IT March 2002 - February 2005
Skills
SDLC, Business Analysis, Integration, Visio, SharePoint, PMO, Business Process, Software Project..., Production Readiness, Requirements Analysis, Vendor Management, Software Documentation, Project Planning, Release Management, Software Development, Business Intelligence, Gap Analysis, IT Strategy, Feasibility Studies, Waterfall, Six Sigma, SOA, Agile Methodologies, Test Coordination, Governance, Process Improvement, Documentation, Project Delivery, Project Implementation, Project Coordination, Project Finance, SharePoint Designer, Data Analysis, Application Development, Risk Assessment, Quality, DMAIC, .NET, J2EE, WebSphere Application...
Education
University of North Carolina School of the Arts 1988 — 1994
BM
West Charlotte High School 1985 — 1988
Sam Luu's Wachovia Bank NA Experience April 2007 - July 2008
Job Manager Credit Risk Management at Dominion
Industry Utilities
Experience
Dominion August 2014 - Present
Dominion October 2011 - July 2014
Dominion July 2008 - October 2011
Wachovia Bank NA April 2007 - July 2008
Wachovia October 2005 - April 2007
Wachovia September 2004 - October 2005
The Infinity Funding Group August 2003 - September 2004
Skills
Counterparty Risk, Credit Risk, Risk Management, Credit, Financial Modeling, Bloomberg, Financial Risk, Portfolio Management, Analysis, Valuation, Loans, Due Diligence, Data Analysis, Credit Analysis, Enterprise Risk..., Commodity, Hedging, Derivatives, SAS, Risk Assessment, Risk Analysis, Energy
Education
The College of William and Mary - The Mason School of Business 2008 — 2009
Masters, Business Administration
Virginia Commonwealth University 1997 — 2002
Bachelors, Economics
Dominion August 2014 - Present
Dominion October 2011 - July 2014
Dominion July 2008 - October 2011
Wachovia Bank NA April 2007 - July 2008
Wachovia October 2005 - April 2007
Wachovia September 2004 - October 2005
The Infinity Funding Group August 2003 - September 2004
Skills
Counterparty Risk, Credit Risk, Risk Management, Credit, Financial Modeling, Bloomberg, Financial Risk, Portfolio Management, Analysis, Valuation, Loans, Due Diligence, Data Analysis, Credit Analysis, Enterprise Risk..., Commodity, Hedging, Derivatives, SAS, Risk Assessment, Risk Analysis, Energy
Education
The College of William and Mary - The Mason School of Business 2008 — 2009
Masters, Business Administration
Virginia Commonwealth University 1997 — 2002
Bachelors, Economics
David Bolger's Wachovia Bank NA Experience April 2002 - April 2008
Job Vice President at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank April 2008 - Present
Wachovia Bank, NA April 2002 - April 2008
Morgan Stanley September 2000 - April 2002
Skills
Securities, Series 7, Series 63, Portfolio Management, Series 6, Wealth Management, Strategic Financial..., Mutual Funds, Alternative Investments, Financial Modeling, Retirement Planning, Financial Analysis, Small Business Lending, Retirement, Equities, Mortgage Lending, Loans, Investments, Credit Analysis, Asset Managment
Education
Villanova University 2010 — 2012
MBA
Penn State University 1994 — 1999
B.S., Marketing
Wells Fargo Bank April 2008 - Present
Wachovia Bank, NA April 2002 - April 2008
Morgan Stanley September 2000 - April 2002
Skills
Securities, Series 7, Series 63, Portfolio Management, Series 6, Wealth Management, Strategic Financial..., Mutual Funds, Alternative Investments, Financial Modeling, Retirement Planning, Financial Analysis, Small Business Lending, Retirement, Equities, Mortgage Lending, Loans, Investments, Credit Analysis, Asset Managment
Education
Villanova University 2010 — 2012
MBA
Penn State University 1994 — 1999
B.S., Marketing
Lindsey Fox's Wachovia Bank NA Experience June 2007 - March 2011
Job Meeting and Event Management, Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank March 2011 - Present
Wachovia Bank, N.A. June 2007 - March 2011
Wachovia Bank, N.A. June 2006 - May 2007
Skills
Customer Service
Education
Appalachian State University 2001 — 2005
BS, Communications, Public Relations
Wells Fargo Bank March 2011 - Present
Wachovia Bank, N.A. June 2007 - March 2011
Wachovia Bank, N.A. June 2006 - May 2007
Skills
Customer Service
Education
Appalachian State University 2001 — 2005
BS, Communications, Public Relations
Carl Leatherman's Wachovia Bank NA Experience Financial AdminSAIC2003 - 2004
Job Process Improvement Manager at Wachovia Bank, NA
Industry Banking
Experience
Wachovia Bank, NA Financial AdminSAIC2003 - 2004
PricewaterhouseCoopers 2000 - 2003
PwC Consulting 2000 - 2003
IBM 2000 - 2003
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 2000
Wachovia Bank, NA Financial AdminSAIC2003 - 2004
PricewaterhouseCoopers 2000 - 2003
PwC Consulting 2000 - 2003
IBM 2000 - 2003
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 2000
Tony Proctor, EA's Wachovia Bank NA Experience March 2006 - April 2006
Job Experienced Enrolled Agent / Tax Consultant: Bookkeeping | Payroll | Federal & State Returns | Corporate Returns
Industry Financial Services
Experience
Proctor & Assocs. Tax and Bookkeeping Service January 2005 - Present
AmWINS Group May 2014 - June 2015
AmWINS Group, Inc June 2008 - May 2014
VEP Travel and Events January 2006 - December 2008
Dassault Systemes Americas April 2007 - June 2008
TIAA-CREF May 2006 - March 2007
Wachovia Bank, N.A. March 2006 - April 2006
Department of Veterans Affairs June 2005 - March 2006
U.S. Department of Health and Human Services January 2005 - June 2005
Skills
Tax Preparation, Bookkeeping, Payroll Services, iPhone Support, Blackberry, Customer Service, PDA, Training, Microsoft Exchange, Outlook, Small Business, Access, Management Consulting, Strategic Planning, Project Management, Microsoft Excel, Microsoft Office, Public Speaking, Computer Hardware, Blackberry Enterprise..., Active Directory, Technical Support, Troubleshooting, Operating Systems, Windows 7, Management, Windows, Information Technology, Payroll, Human Resources
Education
Xavier University of Louisiana 1999 — 2004
Bachelor of Arts
Central Piedmont Community College 2009 — 2010
Proctor & Assocs. Tax and Bookkeeping Service January 2005 - Present
AmWINS Group May 2014 - June 2015
AmWINS Group, Inc June 2008 - May 2014
VEP Travel and Events January 2006 - December 2008
Dassault Systemes Americas April 2007 - June 2008
TIAA-CREF May 2006 - March 2007
Wachovia Bank, N.A. March 2006 - April 2006
Department of Veterans Affairs June 2005 - March 2006
U.S. Department of Health and Human Services January 2005 - June 2005
Skills
Tax Preparation, Bookkeeping, Payroll Services, iPhone Support, Blackberry, Customer Service, PDA, Training, Microsoft Exchange, Outlook, Small Business, Access, Management Consulting, Strategic Planning, Project Management, Microsoft Excel, Microsoft Office, Public Speaking, Computer Hardware, Blackberry Enterprise..., Active Directory, Technical Support, Troubleshooting, Operating Systems, Windows 7, Management, Windows, Information Technology, Payroll, Human Resources
Education
Xavier University of Louisiana 1999 — 2004
Bachelor of Arts
Central Piedmont Community College 2009 — 2010
Arthur Stoute's Wachovia Bank NA Experience January 2006 - January 2007
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
USAA March 2011 - April 2014
Wachovia Bank January 2007 - February 2011
Wachovia Bank NA January 2006 - January 2007
New York Diagnostic Centers, Inc December 2005 - January 2006
Skills
Commercial Lending, Strategy, Financial Advisory, Management, Portfolio Management, Strategic Financial..., Financial Services, Marketing, Banking, Financial Planning, CRM
Education
Trident University International
Master of Business Administration (MBA)
TIAA-CREF June 2014 - Present
USAA March 2011 - April 2014
Wachovia Bank January 2007 - February 2011
Wachovia Bank NA January 2006 - January 2007
New York Diagnostic Centers, Inc December 2005 - January 2006
Skills
Commercial Lending, Strategy, Financial Advisory, Management, Portfolio Management, Strategic Financial..., Financial Services, Marketing, Banking, Financial Planning, CRM
Education
Trident University International
Master of Business Administration (MBA)
Latanya B Morales's Wachovia Bank NA Experience AssociateWachovia2004 - Present
Job Associate at Wachovia Bank, NA
Industry Real Estate
Experience
Wachovia Bank, NA AssociateWachovia2004 - Present
Education
University of North Carolina at Charlotte - Belk College of Business 1999 — 2003
Wachovia Bank, NA AssociateWachovia2004 - Present
Education
University of North Carolina at Charlotte - Belk College of Business 1999 — 2003
Kenneth D. Atkinson's Wachovia Bank NA Experience June 2004 - October 2008
Job Emerging Markets Relationship Manager
Industry Banking
Experience
Wachovia Retirement Services January 2009 - Present
Wachovia, A Wells Fargo Company 2009 - Present
Wells Fargo Institutional Retirement and Trust 2009 - Present
Wachovia Bank, NA June 2004 - October 2008
Wachovia Bank, NA January 1999 - June 2004
Skills
Sales, Sales Process, Business Planning, Banking, 401k, Sales Operations, Customer Service, Retirement, Mutual Funds, Relationship Management, Wealth Management, Investments, Strategic Consulting
Education
Tuskegee University 1985 — 1989
Bachelor of Science (B.S.), Accounting
Wachovia Retirement Services January 2009 - Present
Wachovia, A Wells Fargo Company 2009 - Present
Wells Fargo Institutional Retirement and Trust 2009 - Present
Wachovia Bank, NA June 2004 - October 2008
Wachovia Bank, NA January 1999 - June 2004
Skills
Sales, Sales Process, Business Planning, Banking, 401k, Sales Operations, Customer Service, Retirement, Mutual Funds, Relationship Management, Wealth Management, Investments, Strategic Consulting
Education
Tuskegee University 1985 — 1989
Bachelor of Science (B.S.), Accounting
Dan Coll's Wachovia Bank NA Experience March 1985 - March 2010
Job Senior Vice President/Regional Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank March 2010 - Present
Wachovia Bank, NA March 1985 - March 2010
Wachovia 2002 - 2009
Carreker 1999 - 2002
CoreStates Bank 1985 - 1999
Skills
Cash Management, Banking, Commercial Banking, Treasury Management, Credit Analysis, Trading, Credit, Small Business Lending, Payments, Capital Markets, Financial Institutions, Portfolio Management, Commercial Lending, Management, Credit Risk, Loans, Risk Management, Electronic Payments, Financial Risk, Relationship Management, Financial Services
Education
Penn State University 1980 — 1984
BA Finance, Finance
Wells Fargo Bank March 2010 - Present
Wachovia Bank, NA March 1985 - March 2010
Wachovia 2002 - 2009
Carreker 1999 - 2002
CoreStates Bank 1985 - 1999
Skills
Cash Management, Banking, Commercial Banking, Treasury Management, Credit Analysis, Trading, Credit, Small Business Lending, Payments, Capital Markets, Financial Institutions, Portfolio Management, Commercial Lending, Management, Credit Risk, Loans, Risk Management, Electronic Payments, Financial Risk, Relationship Management, Financial Services
Education
Penn State University 1980 — 1984
BA Finance, Finance
Hal Telimen's Wachovia Bank NA Experience 2001 - 2007
Job Principal at Cerium Capital, LLC
Industry Financial Services
Experience
Cerium Capital, LLC December 2010 - Present
ATA NC Charlotte January 2010 - December 2011
Wachovia Securities, LLC 2001 - 2007
Wachovia Bank, NA 2001 - 2007
First Union National Bank January 1984 - December 2000
First Union National Bank January 1979 - December 1983
Skills
Financial Modeling, Interpersonal..., Highly personable, Proposal Writing, Creative Solutions, Investment Banking, Bonds, Finance, Project Management, Mergers & Acquisitions, Investments, Derivatives, Banking, Capital Markets, Financial Analysis, Management, Risk Management, Credit
Education
University of North Carolina at Greensboro 1976 — 1978
MBA, Finance
University of North Carolina at Greensboro 1974 — 1978
Master of Business Administration (MBA), Finance, General
English High School 1966 — 1973
high school
Cerium Capital, LLC December 2010 - Present
ATA NC Charlotte January 2010 - December 2011
Wachovia Securities, LLC 2001 - 2007
Wachovia Bank, NA 2001 - 2007
First Union National Bank January 1984 - December 2000
First Union National Bank January 1979 - December 1983
Skills
Financial Modeling, Interpersonal..., Highly personable, Proposal Writing, Creative Solutions, Investment Banking, Bonds, Finance, Project Management, Mergers & Acquisitions, Investments, Derivatives, Banking, Capital Markets, Financial Analysis, Management, Risk Management, Credit
Education
University of North Carolina at Greensboro 1976 — 1978
MBA, Finance
University of North Carolina at Greensboro 1974 — 1978
Master of Business Administration (MBA), Finance, General
English High School 1966 — 1973
high school
Barbara Angel's Wachovia Bank NA Experience 2001 - 2009
Job Senior Vice President at Wells Fargo Bank, NA
Industry Banking
Experience
Wells Fargo Bank 1985 - Present
Wachovia Bank NA 2001 - 2009
First Union National Bank 1993 - 2001
Skills
Commercial Lending, Maintaining Strong..., New Business Development, Financial Analysis, Loan Structuring, Corporate Finance, Treasury Services, Middle Market, Financial Structuring, Lines Of Credit, Strategic Financial..., Relationship Management, Executive Management, Financial Modeling, Finance, Credit Risk, Due Diligence, Mergers & Acquisitions, Consumer Lending, Financial Services, Commercial Mortgages
Education
Grove City High School
Penn State University
Bachelor of Science (BS), Finance, Smeal College of Business
Wells Fargo Bank 1985 - Present
Wachovia Bank NA 2001 - 2009
First Union National Bank 1993 - 2001
Skills
Commercial Lending, Maintaining Strong..., New Business Development, Financial Analysis, Loan Structuring, Corporate Finance, Treasury Services, Middle Market, Financial Structuring, Lines Of Credit, Strategic Financial..., Relationship Management, Executive Management, Financial Modeling, Finance, Credit Risk, Due Diligence, Mergers & Acquisitions, Consumer Lending, Financial Services, Commercial Mortgages
Education
Grove City High School
Penn State University
Bachelor of Science (BS), Finance, Smeal College of Business
Jonathan Zeigler's Wachovia Bank NA Experience June 1997 - May 2004
Job Mortgage Loans Manager
Industry Banking
Experience
SPC Credit Union June 2011 - Present
SC State Treasurer-Elect June 2010 - October 2010
Moore School of Business, University of South Carolina January 2009 - June 2010
The White House December 2004 - January 2009
CBRE April 2007 - December 2008
Self Employed June 2004 - April 2007
First Palmetto Savings Bank October 2005 - April 2006
55th Inaugural Committee December 2004 - January 2005
Wachovia Bank, NA June 1997 - May 2004
Education
University of South Carolina - The Moore School of Business 2009 — 2010
MACC
Wofford College 1993 — 1997
BA, Finance
SPC Credit Union June 2011 - Present
SC State Treasurer-Elect June 2010 - October 2010
Moore School of Business, University of South Carolina January 2009 - June 2010
The White House December 2004 - January 2009
CBRE April 2007 - December 2008
Self Employed June 2004 - April 2007
First Palmetto Savings Bank October 2005 - April 2006
55th Inaugural Committee December 2004 - January 2005
Wachovia Bank, NA June 1997 - May 2004
Education
University of South Carolina - The Moore School of Business 2009 — 2010
MACC
Wofford College 1993 — 1997
BA, Finance
Jeffrey Naugle, CTP's Wachovia Bank NA Experience 1998 - 2008
Job Manager of Treasury Operations at Pennsylvania Turnpike Commission
Industry Government Administration
Experience
Pennsylvania Turnpike Commission June 2009 - Present
Harleysville National Bank February 2009 - June 2009
Wachovia Bank, N.A. 1998 - 2008
CoreStates Financial Corp 1975 - 1998
Education
Albright College
Pennsylvania Turnpike Commission June 2009 - Present
Harleysville National Bank February 2009 - June 2009
Wachovia Bank, N.A. 1998 - 2008
CoreStates Financial Corp 1975 - 1998
Education
Albright College
Layne Nunes's Wachovia Bank NA Experience October 2004 - April 2009
Job Executive Director at Treasury Management Advisors
Industry Banking
Experience
Treasury Management Advisors April 2008 - Present
Wachovia Bank, N.A. October 2004 - April 2009
Bank of America October 1999 - February 2004
Associates December 1996 - October 1999
AIG American General December 1995 - November 1996
Skills
Banking, Commercial Banking, Corporate Finance, Finance, Financial Services, Management, Portfolio Management, Sales, Relationship Management, Treasury, Treasury Management, Treasury Services
Education
Houston Baptist University 1990 — 1996
Bachelor of Arts (B.A.), Speech & History
Dallas Baptist University
Master of Business Administration (MBA), Continuing
Stratford High
Treasury Management Advisors April 2008 - Present
Wachovia Bank, N.A. October 2004 - April 2009
Bank of America October 1999 - February 2004
Associates December 1996 - October 1999
AIG American General December 1995 - November 1996
Skills
Banking, Commercial Banking, Corporate Finance, Finance, Financial Services, Management, Portfolio Management, Sales, Relationship Management, Treasury, Treasury Management, Treasury Services
Education
Houston Baptist University 1990 — 1996
Bachelor of Arts (B.A.), Speech & History
Dallas Baptist University
Master of Business Administration (MBA), Continuing
Stratford High
Sheldon Staples's Wachovia Bank NA Experience June 1995 - October 1997
Job Administrative Assistant at St. Benedict's Episcopal Day School
Industry Education Management
Experience
St. Benedict's Episcopal Day School August 2013 - Present
Peachtree Presbyterian Church September 2014 - Present
Peachtree Presbyterian Preschool September 2010 - September 2013
Kelly's Kids, Inc July 2004 - May 2013
Holy Innocents' Episcopal School Parents' Association September 2010 - May 2012
The Sandy Springs Society June 2010 - May 2012
The Riverside Club, Inc January 2007 - December 2008
Wachovia Bank, NA June 1995 - October 1997
Wachovia Bank, NA January 1993 - June 1995
Wachovia Bank, NA January 1990 - January 1993
Skills
Sales Management, Marketing Strategy, New Business Development, Retail, Fashion, Sales, Customer Service, Marketing Communications, Event Planning, Training, Office Administration, Leading Meetings, Meeting Planning, Non-profit Leadership, Team Leadership, Team Management, Marketing, Fundraising, Calligraphy, Public Speaking, Management, Recruiting, Nonprofits, Leadership
Education
University of North Carolina at Chapel Hill 1985 — 1989
B.A., International Studies & Political Science
St. Benedict's Episcopal Day School August 2013 - Present
Peachtree Presbyterian Church September 2014 - Present
Peachtree Presbyterian Preschool September 2010 - September 2013
Kelly's Kids, Inc July 2004 - May 2013
Holy Innocents' Episcopal School Parents' Association September 2010 - May 2012
The Sandy Springs Society June 2010 - May 2012
The Riverside Club, Inc January 2007 - December 2008
Wachovia Bank, NA June 1995 - October 1997
Wachovia Bank, NA January 1993 - June 1995
Wachovia Bank, NA January 1990 - January 1993
Skills
Sales Management, Marketing Strategy, New Business Development, Retail, Fashion, Sales, Customer Service, Marketing Communications, Event Planning, Training, Office Administration, Leading Meetings, Meeting Planning, Non-profit Leadership, Team Leadership, Team Management, Marketing, Fundraising, Calligraphy, Public Speaking, Management, Recruiting, Nonprofits, Leadership
Education
University of North Carolina at Chapel Hill 1985 — 1989
B.A., International Studies & Political Science
Randy Warren's Wachovia Bank NA Experience January 1997 - October 2007
Job Director at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey November 2007 - Present
Wachovia Bank, NA January 1997 - October 2007
Wachovia Bank June 1990 - January 1997
Skills
Banking, Portfolio Management, Investment Banking, FX Options, Sales, Capital Markets, Risk Management
Education
University of South Carolina-Columbia 1984 — 1988
BS, Business Administration
SunTrust Robinson Humphrey November 2007 - Present
Wachovia Bank, NA January 1997 - October 2007
Wachovia Bank June 1990 - January 1997
Skills
Banking, Portfolio Management, Investment Banking, FX Options, Sales, Capital Markets, Risk Management
Education
University of South Carolina-Columbia 1984 — 1988
BS, Business Administration
Kanapat Tanthana's Wachovia Bank NA Experience January 2005 - January 2005
Job General Accounting Sr. Accountant at Seagate Technology LLC
Industry Computer Hardware
Experience
Seagate Technology October 2011 - Present
Seagate Technology July 2008 - September 2011
Seagate Technology July 2005 - July 2008
Wachovia Bank, N.A. January 2005 - January 2005
Algean Corporation, Biotechnology Company January 2004 - January 2004
National Semiconductor Electronics June 2003 - August 2003
Skills
Financial Analysis, Accounting, Sarbanes-Oxley Act, Financial Reporting, Financial Modeling, Forecasting, Internal Controls, Process Improvement, General Ledger, Essbase, Microsoft Excel, Auditing, Financial Accounting, Analysis, Accounts Payable, Finance, Fixed Assets, Cash Flow, Corporate Finance, Management, Accounts Receivable, Accruals, Risk Management, Account Reconciliation
Education
University of San Francisco 2009 — 2011
Master of Science in Financial Analysis
St. Peter College, Oxford University 2005 — 2005
Salem College 2003 — 2005
BSc
Wake Forest University School of Business 2004 — 2004
Summer Workshop
Cottey College 2002 — 2003
AA/ASc
Assumption University 2001 — 2002
Seagate Technology October 2011 - Present
Seagate Technology July 2008 - September 2011
Seagate Technology July 2005 - July 2008
Wachovia Bank, N.A. January 2005 - January 2005
Algean Corporation, Biotechnology Company January 2004 - January 2004
National Semiconductor Electronics June 2003 - August 2003
Skills
Financial Analysis, Accounting, Sarbanes-Oxley Act, Financial Reporting, Financial Modeling, Forecasting, Internal Controls, Process Improvement, General Ledger, Essbase, Microsoft Excel, Auditing, Financial Accounting, Analysis, Accounts Payable, Finance, Fixed Assets, Cash Flow, Corporate Finance, Management, Accounts Receivable, Accruals, Risk Management, Account Reconciliation
Education
University of San Francisco 2009 — 2011
Master of Science in Financial Analysis
St. Peter College, Oxford University 2005 — 2005
Salem College 2003 — 2005
BSc
Wake Forest University School of Business 2004 — 2004
Summer Workshop
Cottey College 2002 — 2003
AA/ASc
Assumption University 2001 — 2002
Shelley Cabangon's Wachovia Bank NA Experience June 2007 - October 2008
Job Attorney experienced in Personal Trusts and Financial Planning
Industry Financial Services
Experience
PNC Wealth Management November 2010 - Present
Cabangon-Kovrei Family June 2009 - October 2010
Jacobs Law Firm, P.C. November 2008 - May 2009
Wachovia Bank, N.A. June 2007 - October 2008
Morgan Stanley Trust October 1999 - May 2007
The Ayco Company, LP June 1998 - September 1999
Skills
Estate Planning, Legal Writing, Strategic Financial..., Legal Research, Trust Services, Retirement Planning, Wealth Management, Wealth Management..., Securities, Wealth, Investment Advisory, High Net Worth..., Asset Allocation, Trusts
Education
Boston University School of Law 1997 — 1998
LL.M., Taxation
New England Law: Boston 1994 — 1997
J.D.
University of Florida 1989 — 1993
B.A., English
PNC Wealth Management November 2010 - Present
Cabangon-Kovrei Family June 2009 - October 2010
Jacobs Law Firm, P.C. November 2008 - May 2009
Wachovia Bank, N.A. June 2007 - October 2008
Morgan Stanley Trust October 1999 - May 2007
The Ayco Company, LP June 1998 - September 1999
Skills
Estate Planning, Legal Writing, Strategic Financial..., Legal Research, Trust Services, Retirement Planning, Wealth Management, Wealth Management..., Securities, Wealth, Investment Advisory, High Net Worth..., Asset Allocation, Trusts
Education
Boston University School of Law 1997 — 1998
LL.M., Taxation
New England Law: Boston 1994 — 1997
J.D.
University of Florida 1989 — 1993
B.A., English
Gretchen Frayser's Wachovia Bank NA Experience October 2002 - August 2005
Job Executive Administrative Assistant at Washington Metropolitan Auto Body Association
Industry Nonprofit Organization Management
Experience
Admin Concepts May 2008 - Present
Washington Metropolitan Auto Body Association May 2008 - Present
Bank of Essex September 2005 - May 2008
Wachovia Bank, NA October 2002 - August 2005
Education
Randolph-Macon College 1999 — 2000
Biology Major
Admin Concepts May 2008 - Present
Washington Metropolitan Auto Body Association May 2008 - Present
Bank of Essex September 2005 - May 2008
Wachovia Bank, NA October 2002 - August 2005
Education
Randolph-Macon College 1999 — 2000
Biology Major
Trey Cooley's Wachovia Bank NA Experience January 2005 - December 2008
Job Vice President, Middle Market Banking at Comerica Bank
Industry Banking
Experience
Comerica Bank March 2014 - Present
Capital One Bank April 2011 - February 2014
Wells Fargo Bank January 2009 - March 2011
Wachovia Bank, NA January 2005 - December 2008
Skills
Commercial Lending, New Business Development, Commercial Banking, Risk Management, Small Business Lending, Mergers & Acquisitions, Investments, Relationship Management, Real Estate, Cash Flow, Finance, Lines Of Credit
Education
The University of Texas at Austin
The Westminster Schools
Comerica Bank March 2014 - Present
Capital One Bank April 2011 - February 2014
Wells Fargo Bank January 2009 - March 2011
Wachovia Bank, NA January 2005 - December 2008
Skills
Commercial Lending, New Business Development, Commercial Banking, Risk Management, Small Business Lending, Mergers & Acquisitions, Investments, Relationship Management, Real Estate, Cash Flow, Finance, Lines Of Credit
Education
The University of Texas at Austin
The Westminster Schools
Gregory Renaghan's Wachovia Bank NA Experience 1999 - 2001
Job Risk Consultant, Wells Fargo Bank, NA
Industry Banking
Experience
Wells Fargo Home Mortgage 2010 - Present
Wells Fargo Home Mortgage 2008 - 2010
Wachovia Bank 2001 - 2008
Wachovia Bank, NA 1999 - 2001
First Union National Bank 1992 - 1999
Security First Federal Savings and Loan 1986 - 1992
Skills
Credit Risk, Banking, Financial Analysis, Risk Management, Financial Risk, Credit, Portfolio Management, Credit Analysis
Education
University of Central Florida - College of Business Administration
BSBA, Finance
St. Pius X
St. Pius X
Wells Fargo Home Mortgage 2010 - Present
Wells Fargo Home Mortgage 2008 - 2010
Wachovia Bank 2001 - 2008
Wachovia Bank, NA 1999 - 2001
First Union National Bank 1992 - 1999
Security First Federal Savings and Loan 1986 - 1992
Skills
Credit Risk, Banking, Financial Analysis, Risk Management, Financial Risk, Credit, Portfolio Management, Credit Analysis
Education
University of Central Florida - College of Business Administration
BSBA, Finance
St. Pius X
St. Pius X
Alicia Blackwell's Wachovia Bank NA Experience 2000 - 2005
Job Conveyor Components at Baldor Electric
Industry Electrical/Electronic Manufacturing
Experience
Baldor Electric September 2006 - Present
Wachovia Bank, N.A. 2000 - 2005
Springs Industries 1997 - 2000
Skills
SAP, Project Management, Account Management, Financial Services, Marketing Communications, Management, Event Planning
Education
Anderson University (SC)
Master of Business Administration (MBA)
Anderson University (SC)
Bachelor of Science (BS), Management
Baldor Electric September 2006 - Present
Wachovia Bank, N.A. 2000 - 2005
Springs Industries 1997 - 2000
Skills
SAP, Project Management, Account Management, Financial Services, Marketing Communications, Management, Event Planning
Education
Anderson University (SC)
Master of Business Administration (MBA)
Anderson University (SC)
Bachelor of Science (BS), Management
Paige Stumpf's Wachovia Bank NA Experience August 2007 - December 2008
Job Pharmaceuticals Professional
Industry Pharmaceuticals
Experience
Wachovia Bank, N.A. August 2007 - December 2008
Watson Pharmaceuticals October 2006 - February 2007
Schering-Plough Pharmaceuticals January 2005 - October 2006
Education
Baylor University 1998 — 2002
Backelor of Arts, Communications
Wachovia Bank, N.A. August 2007 - December 2008
Watson Pharmaceuticals October 2006 - February 2007
Schering-Plough Pharmaceuticals January 2005 - October 2006
Education
Baylor University 1998 — 2002
Backelor of Arts, Communications
Jennifer (Koeppel) Wegmann's Wachovia Bank NA Experience June 2005 - June 2007
Job Fund Events Analyst at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank, N.A. January 2010 - Present
Wachovia Bank July 2007 - January 2010
Wachovia Bank, N.A. June 2005 - June 2007
SouthTrust Bank, N.A. September 2002 - April 2005
Skills
Retirement Planning, Relationship Management, 401k, Investments, Retirement, Customer Service, Manage Client..., Mutual Funds
Education
University of Maryland Baltimore County 1993 — 1996
Sociology, Creative Writing
Covenant College 1989 — 1992
Wells Fargo Bank, N.A. January 2010 - Present
Wachovia Bank July 2007 - January 2010
Wachovia Bank, N.A. June 2005 - June 2007
SouthTrust Bank, N.A. September 2002 - April 2005
Skills
Retirement Planning, Relationship Management, 401k, Investments, Retirement, Customer Service, Manage Client..., Mutual Funds
Education
University of Maryland Baltimore County 1993 — 1996
Sociology, Creative Writing
Covenant College 1989 — 1992
Kristin Mesgleski's Wachovia Bank NA Experience 2001 - 2003
Job Regional Sales Consultant CUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions September 2013 - Present
The Glading Group August 2012 - July 2013
Transamerica Retirement Management March 2010 - February 2012
Financial Engines May 2009 - April 2010
Ameriprise Financial May 2004 - February 2009
Wachovia Bank, N.A. 2001 - 2003
Charles Schwab September 1999 - September 2001
Evare June 1997 - September 1999
Bank One 1995 - 1997
Fidelity Investments 1990 - 1995
Skills
Investments, Strategic Planning, Business Development, Financial Services, Retirement, Marketing Strategy, Marketing, Mutual Funds, Retirement Planning, Sales Management, Program Management, Strategic Financial..., Selling, Insurance, Management, Investment Management, Leadership, Employee Benefits, Pensions, Sales, Asset Allocation, FINRA Registered
Education
Bowdoin College 1986 — 1990
Asian Studies/American History, Chinese, American History, Asian History
CUNA Mutual Retirement Solutions September 2013 - Present
The Glading Group August 2012 - July 2013
Transamerica Retirement Management March 2010 - February 2012
Financial Engines May 2009 - April 2010
Ameriprise Financial May 2004 - February 2009
Wachovia Bank, N.A. 2001 - 2003
Charles Schwab September 1999 - September 2001
Evare June 1997 - September 1999
Bank One 1995 - 1997
Fidelity Investments 1990 - 1995
Skills
Investments, Strategic Planning, Business Development, Financial Services, Retirement, Marketing Strategy, Marketing, Mutual Funds, Retirement Planning, Sales Management, Program Management, Strategic Financial..., Selling, Insurance, Management, Investment Management, Leadership, Employee Benefits, Pensions, Sales, Asset Allocation, FINRA Registered
Education
Bowdoin College 1986 — 1990
Asian Studies/American History, Chinese, American History, Asian History
Christina Cavadas's Wachovia Bank NA Experience June 2006 - May 2010
Job Credit Analyst, Vice President Private Banking
Industry Banking
Experience
Interaudi Bank August 2015 - Present
Wells Fargo January 2014 - August 2015
Columbia Bank New Jersey March 2013 - January 2014
Wells Fargo Financial, NA (f/k/a Wachovia Bank, NA) May 2010 - March 2013
Wachovia Bank, NA June 2006 - May 2010
Prudential Financial October 2004 - June 2006
Law Office of Anabela Da Cruz-Melo June 1997 - October 2004
Skills
Loans, Financial Analysis, Portfolio Management, Finance, Credit Analysis, Real Estate, Financial Risk, Sales, Analysis, Credit, Financial Services, Commercial Lending, Mortgage Lending, Banking, Cash Flow, Credit Risk, Management, Underwriting, Commercial Banking, Small Business Lending, Loan Servicing, Loss Mitigation, Commercial Mortgages, Consumer Lending, Outlook, Corporate Finance, Microsoft Word, Asset Management, Risk Management, Loan Origination, Lines Of Credit, Mortgage Banking, Treasury Management, Accounting, Retail Banking
Education
Rutgers University 1999 — 2004
BA, Political Science and Business Administration
Interaudi Bank August 2015 - Present
Wells Fargo January 2014 - August 2015
Columbia Bank New Jersey March 2013 - January 2014
Wells Fargo Financial, NA (f/k/a Wachovia Bank, NA) May 2010 - March 2013
Wachovia Bank, NA June 2006 - May 2010
Prudential Financial October 2004 - June 2006
Law Office of Anabela Da Cruz-Melo June 1997 - October 2004
Skills
Loans, Financial Analysis, Portfolio Management, Finance, Credit Analysis, Real Estate, Financial Risk, Sales, Analysis, Credit, Financial Services, Commercial Lending, Mortgage Lending, Banking, Cash Flow, Credit Risk, Management, Underwriting, Commercial Banking, Small Business Lending, Loan Servicing, Loss Mitigation, Commercial Mortgages, Consumer Lending, Outlook, Corporate Finance, Microsoft Word, Asset Management, Risk Management, Loan Origination, Lines Of Credit, Mortgage Banking, Treasury Management, Accounting, Retail Banking
Education
Rutgers University 1999 — 2004
BA, Political Science and Business Administration
Jennifer Rudolph's Wachovia Bank NA Experience January 2006 - May 2007
Job Account Management, BCD M&I
Industry Events Services
Experience
Universal Meeting Management, a BCD M&I Company July 2007 - Present
Wachovia Bank, N.A. January 2006 - May 2007
Wachovia Bank, NA July 2004 - January 2006
Skills
Marketing, Event Planning, Marketing Strategy, Business Development, Event Management, Trade Shows, Sales, Marketing Communications, Management, Corporate Events
Education
North Carolina State University - College of Management 1996 — 2001
North Carolina State University
Universal Meeting Management, a BCD M&I Company July 2007 - Present
Wachovia Bank, N.A. January 2006 - May 2007
Wachovia Bank, NA July 2004 - January 2006
Skills
Marketing, Event Planning, Marketing Strategy, Business Development, Event Management, Trade Shows, Sales, Marketing Communications, Management, Corporate Events
Education
North Carolina State University - College of Management 1996 — 2001
North Carolina State University
Andy Raine's Wachovia Bank NA Experience January 2005 - September 2009
Job Senior Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank September 2009 - Present
Wachovia Bank, N.A. January 2005 - September 2009
Skills
Finance, Credit Analysis, Loan Origination, Banking, Commercial Lending, Asset Based Lending, Financial Analysis, Commercial Banking, Small Business Lending, Lines Of Credit, Credit, Investments, Loans, Mergers & Acquisitions, Portfolio Management, Executive Management, Underwriting, Securitization, Due Diligence
Education
Birmingham-Southern College 1995 — 1997
Master of Arts, Public and Private Management
University of Alabama at Birmingham 1989 — 1992
Bachelor of Science, Corporate Finance and Investment
Wells Fargo Bank September 2009 - Present
Wachovia Bank, N.A. January 2005 - September 2009
Skills
Finance, Credit Analysis, Loan Origination, Banking, Commercial Lending, Asset Based Lending, Financial Analysis, Commercial Banking, Small Business Lending, Lines Of Credit, Credit, Investments, Loans, Mergers & Acquisitions, Portfolio Management, Executive Management, Underwriting, Securitization, Due Diligence
Education
Birmingham-Southern College 1995 — 1997
Master of Arts, Public and Private Management
University of Alabama at Birmingham 1989 — 1992
Bachelor of Science, Corporate Finance and Investment
Darrell Milton's Wachovia Bank NA Experience June 1993 - January 1999
Job Relationship & Sales Executive Client Management Group at Fidelity National Information Services
Industry Financial Services
Experience
Fidelity National Information Services August 2013 - Present
InfoTech Alliance Bank Services (A Division of First Citizens Bank) December 2011 - June 2013
InfoTech Alliance Bank Services (A Division of First Citizens Bank) July 2007 - December 2011
First Citizens Bank March 1999 - June 2007
Wachovia Bank, N.A. June 1993 - January 1999
Wachovia Bank, N.A. June 1993 - December 1996
First Citizens Bank July 1990 - May 1993
Skills
Banking, Loans, Commercial Banking, Commercial Lending, Small Business Lending, Risk Management, Consumer Lending, Mortgage Banking, Credit Analysis, Wealth Management, Portfolio Management, Investments, Credit, Mortgage Lending, Underwriting, Mergers, Remote Deposit Capture, Executive Management, Strategic Planning, Financial Analysis, Microsoft Applications..., Banking Software – FIS..., Financial Services, Cash Management, Payments, Internet Banking, ACH, Retail Banking, Loan Origination
Education
Campbell University 1988 — 1990
BBA, Major in Business and Estate/Trust Planning with a Minor in Financial Planning
Fuquay Varina Senior High School 1982 — 1986
High School Diploma, College Preporatory Studies
Fidelity National Information Services August 2013 - Present
InfoTech Alliance Bank Services (A Division of First Citizens Bank) December 2011 - June 2013
InfoTech Alliance Bank Services (A Division of First Citizens Bank) July 2007 - December 2011
First Citizens Bank March 1999 - June 2007
Wachovia Bank, N.A. June 1993 - January 1999
Wachovia Bank, N.A. June 1993 - December 1996
First Citizens Bank July 1990 - May 1993
Skills
Banking, Loans, Commercial Banking, Commercial Lending, Small Business Lending, Risk Management, Consumer Lending, Mortgage Banking, Credit Analysis, Wealth Management, Portfolio Management, Investments, Credit, Mortgage Lending, Underwriting, Mergers, Remote Deposit Capture, Executive Management, Strategic Planning, Financial Analysis, Microsoft Applications..., Banking Software – FIS..., Financial Services, Cash Management, Payments, Internet Banking, ACH, Retail Banking, Loan Origination
Education
Campbell University 1988 — 1990
BBA, Major in Business and Estate/Trust Planning with a Minor in Financial Planning
Fuquay Varina Senior High School 1982 — 1986
High School Diploma, College Preporatory Studies
Art Flinn - work's Wachovia Bank NA Experience May 2008 - June 2010
Job Financial Services Representative
Industry Investment Management
Experience
New York Life Insurance Company June 2012 - Present
Morgan Stanley Wealth Management 2010 - 2012
Wachovia Bank, NA May 2008 - June 2010
Wachovia April 2008 - May 2010
Lehman Brothers June 2005 - May 2008
Weichert Commercial Realtors January 2004 - June 2005
Julien J Studley, Inc May 1996 - February 2004
Education
Seton Hall University 1989 — 1993
BS, Communication
New York Life Insurance Company June 2012 - Present
Morgan Stanley Wealth Management 2010 - 2012
Wachovia Bank, NA May 2008 - June 2010
Wachovia April 2008 - May 2010
Lehman Brothers June 2005 - May 2008
Weichert Commercial Realtors January 2004 - June 2005
Julien J Studley, Inc May 1996 - February 2004
Education
Seton Hall University 1989 — 1993
BS, Communication
Crystal Littlejohn's Wachovia Bank NA Experience May 2006 - July 2007
Job AML Senior Financial Crimes Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank July 2007 - Present
Wachovia Bank NA May 2006 - July 2007
First Union Bank August 2000 - May 2006
TeleCheck May 1995 - June 1999
Skills
Microsoft Office Xp, 10 Key Touch, Rumba, Actimize, Fraud, AML, Training, Communicative Skills, SharePoint Designer, Investigative Reporting, Financial Risk, Due Diligence, OFAC, Bank Secrecy Act, SharePoint, USA PATRIOT Act, Lines Of Credit, Operational Risk..., Banking
Education
UNCC
Business Administration, Management and Operations
Wells Fargo Bank July 2007 - Present
Wachovia Bank NA May 2006 - July 2007
First Union Bank August 2000 - May 2006
TeleCheck May 1995 - June 1999
Skills
Microsoft Office Xp, 10 Key Touch, Rumba, Actimize, Fraud, AML, Training, Communicative Skills, SharePoint Designer, Investigative Reporting, Financial Risk, Due Diligence, OFAC, Bank Secrecy Act, SharePoint, USA PATRIOT Act, Lines Of Credit, Operational Risk..., Banking
Education
UNCC
Business Administration, Management and Operations
Regina Harley's Wachovia Bank NA Experience 2004 - 2009
Job Banking Officer at Wachovia Bank, NA
Industry Banking
Experience
Wachovia Bank, A Wells Fargo Company April 1993 - Present
Wells Fargo 1993 - Present
Wachovia Bank, NA 2004 - 2009
Education
South Carolina State University 1985 — 1990
Wachovia Bank, A Wells Fargo Company April 1993 - Present
Wells Fargo 1993 - Present
Wachovia Bank, NA 2004 - 2009
Education
South Carolina State University 1985 — 1990
Susan Hibble's Wachovia Bank NA Experience Client AssociateWells Fargo Private BankMay 2013 - Present
Job Client Associate at Wells Fargo Private Bank
Industry Banking
Experience
Wachovia Bank NA Client AssociateWells Fargo Private BankMay 2013 - Present
Education
University of Florida
Bachelor of Science (BS), Economics
Wachovia Bank NA Client AssociateWells Fargo Private BankMay 2013 - Present
Education
University of Florida
Bachelor of Science (BS), Economics
Richard Mulholland's Wachovia Bank NA Experience August 1999 - July 2003
Job Operations Manager | Logistics | Supply Chain | Transportation | Vendor Management | Compliance | Risk | Team Building
Industry Logistics and Supply Chain
Experience
6 Windsor Rd LLC 2008 - Present
Career Prospectors 2015 - Present
Wells Fargo Bank August 2011 - April 2015
Wachovia Bank, a Wells Fargo Company July 2008 - August 2011
Wachovia Corporation July 2003 - July 2008
Wachovia Bank, NA August 1999 - July 2003
United States Marine Corps Reserve 1998 - 1999
United States Marine Corps Reserve 1997 - 1998
United States Marine Corps Reserve 1995 - 1997
United States Marine Corps 1989 - 1994
Skills
Risk Management, Analysis, Leadership, Process Improvement, Budgets, Operations Management, Team Building, Financial Analysis, Program Management, Strategic Planning, Management, Insurance, Project Planning, Team Leadership, Customer Service, Leadership Development, Due Diligence, New Business Development, Microsoft Office, Organizational..., Microsoft Excel, Asset Managment, ris, Training, Business Analysis, Forecasting, Financial Reporting, Strategy, Business Planning, Security Clearance, Business Development, Coaching, Logistics, Microsoft Word, Business Process..., Managerial Finance, Mergers & Acquisitions, Accounting, Cross-functional Team..., Asset Management, Public Speaking, Military, Project Management, Executive Management, Change Management
Education
Norwich University 1979 — 1983
BS, Business Administration
New York Military Academy 1978 — 1979
6 Windsor Rd LLC 2008 - Present
Career Prospectors 2015 - Present
Wells Fargo Bank August 2011 - April 2015
Wachovia Bank, a Wells Fargo Company July 2008 - August 2011
Wachovia Corporation July 2003 - July 2008
Wachovia Bank, NA August 1999 - July 2003
United States Marine Corps Reserve 1998 - 1999
United States Marine Corps Reserve 1997 - 1998
United States Marine Corps Reserve 1995 - 1997
United States Marine Corps 1989 - 1994
Skills
Risk Management, Analysis, Leadership, Process Improvement, Budgets, Operations Management, Team Building, Financial Analysis, Program Management, Strategic Planning, Management, Insurance, Project Planning, Team Leadership, Customer Service, Leadership Development, Due Diligence, New Business Development, Microsoft Office, Organizational..., Microsoft Excel, Asset Managment, ris, Training, Business Analysis, Forecasting, Financial Reporting, Strategy, Business Planning, Security Clearance, Business Development, Coaching, Logistics, Microsoft Word, Business Process..., Managerial Finance, Mergers & Acquisitions, Accounting, Cross-functional Team..., Asset Management, Public Speaking, Military, Project Management, Executive Management, Change Management
Education
Norwich University 1979 — 1983
BS, Business Administration
New York Military Academy 1978 — 1979
John Scally's Wachovia Bank NA Experience 2008 - 2009
Job Managing Director, WealthTrust DunckerStreett
Industry Financial Services
Experience
Wealth Trust Duncker Streett April 2010 - Present
Wachovia Bank, NA 2008 - 2009
A. G. Edwards Trust Company November 2004 - October 2008
A.G. Edwards Trust Company 2000 - 2004
Skills
New Business Development, Process Improvement, Sales Management
Education
University of Missouri-Saint Louis
BS, Accounting
Wealth Trust Duncker Streett April 2010 - Present
Wachovia Bank, NA 2008 - 2009
A. G. Edwards Trust Company November 2004 - October 2008
A.G. Edwards Trust Company 2000 - 2004
Skills
New Business Development, Process Improvement, Sales Management
Education
University of Missouri-Saint Louis
BS, Accounting
Tansey Shotwell's Wachovia Bank NA Experience September 2005 - November 2008
Job FHLB Collateral Auditor at The StoneHill Group, Inc.
Industry Staffing and Recruiting
Experience
The StoneHill Group, Inc. September 2009 - Present
Headstrong Business Services April 2009 - August 2009
Wachovia Bank NA September 2005 - November 2008
Education
University of Indianapolis
English
The StoneHill Group, Inc. September 2009 - Present
Headstrong Business Services April 2009 - August 2009
Wachovia Bank NA September 2005 - November 2008
Education
University of Indianapolis
English
Ralph Luna's Wachovia Bank NA Experience February 2004 - May 2006
Job Market Manager V.P at Susquehanna Bank
Industry Financial Services
Experience
Susquehanna Bank May 2012 - Present
Citi July 2011 - April 2012
PNC May 2006 - June 2011
Wachovia Bank N.A February 2004 - May 2006
Riggs National Bank June 2003 - February 2004
Chervy Chase Bank FSB September 1999 - June 2003
Skills
Banking, Sales Management, New Business Development, Branch Banking, Small Business Lending, Loans, Consumer Lending, Commercial Lending, Commercial Banking, Credit Analysis, Retail Banking, Credit, Treasury Management, Series 63, Lines Of Credit, Cash Management, Cross Selling, Customer Service, Finance
Education
Temple University - Fox School of Business and Management 2007 — 2009
Finance
University of Maryland College Park 2003 — 2004
Finance
Montgomery College 2000 — 2002
Business Management
Susquehanna Bank May 2012 - Present
Citi July 2011 - April 2012
PNC May 2006 - June 2011
Wachovia Bank N.A February 2004 - May 2006
Riggs National Bank June 2003 - February 2004
Chervy Chase Bank FSB September 1999 - June 2003
Skills
Banking, Sales Management, New Business Development, Branch Banking, Small Business Lending, Loans, Consumer Lending, Commercial Lending, Commercial Banking, Credit Analysis, Retail Banking, Credit, Treasury Management, Series 63, Lines Of Credit, Cash Management, Cross Selling, Customer Service, Finance
Education
Temple University - Fox School of Business and Management 2007 — 2009
Finance
University of Maryland College Park 2003 — 2004
Finance
Montgomery College 2000 — 2002
Business Management
Freda Smith's Wachovia Bank NA Experience May 2008 - November 2009
Job Customer Service, Management, Sales
Industry Retail
Experience
Loss of Use, Inc November 2009 - May 2010
Wachovia Bank NA May 2008 - November 2009
Wachovia Bank NA May 2006 - May 2008
Estee Lauder/Belk August 2005 - May 2006
Richard Petty Driving Experience March 2003 - August 2005
Richard Petty Driving Experience January 2000 - March 2003
Richard Petty Driving Experience July 1998 - January 2000
Education
University of North Carolina at Charlotte 1998 — 2001
BA Art, Art with Graphic Design Concentration
Loss of Use, Inc November 2009 - May 2010
Wachovia Bank NA May 2008 - November 2009
Wachovia Bank NA May 2006 - May 2008
Estee Lauder/Belk August 2005 - May 2006
Richard Petty Driving Experience March 2003 - August 2005
Richard Petty Driving Experience January 2000 - March 2003
Richard Petty Driving Experience July 1998 - January 2000
Education
University of North Carolina at Charlotte 1998 — 2001
BA Art, Art with Graphic Design Concentration
Alita Logan Thomas's Wachovia Bank NA Experience February 2001 - October 2008
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo (formerly Wachovia) October 2008 - Present
Wachovia Bank, NA February 2001 - October 2008
Frst Union Bank, NA January 1998 - February 2001
First Union/Wachovia 1992 - 1994
Skills
Retirement Planning, Investments, Mutual Funds, Securities, Series 7, Fixed Annuities, Strategic Financial..., Retirement, Equities, Financial Analysis, Insurance, Estate Planning, Wealth Management, Long-term Care, Series 63, Bloomberg, Fixed Income, Asset Allocation, Risk Management, Investment Advisory
Education
AIB (American Institute of Banking 1981 — 1984
Wharton School, University of Pennsylvania 1975 — 1980
Wells Fargo (formerly Wachovia) October 2008 - Present
Wachovia Bank, NA February 2001 - October 2008
Frst Union Bank, NA January 1998 - February 2001
First Union/Wachovia 1992 - 1994
Skills
Retirement Planning, Investments, Mutual Funds, Securities, Series 7, Fixed Annuities, Strategic Financial..., Retirement, Equities, Financial Analysis, Insurance, Estate Planning, Wealth Management, Long-term Care, Series 63, Bloomberg, Fixed Income, Asset Allocation, Risk Management, Investment Advisory
Education
AIB (American Institute of Banking 1981 — 1984
Wharton School, University of Pennsylvania 1975 — 1980
Martin Walthall's Wachovia Bank NA Experience October 1986 - March 2009
Job Senior Credit Officer at Park Sterling Bank
Industry Banking
Experience
Park Sterling Bank April 2013 - Present
Crescent State Bank March 2009 - Present
Wachovia Bank, NA October 1986 - March 2009
Education
University of Kentucky 1977 — 1979
Master of Business Administration (MBA), Finance, General
Centre College 1972 — 1976
Bachelor of Arts (BA), Economics
Park Sterling Bank April 2013 - Present
Crescent State Bank March 2009 - Present
Wachovia Bank, NA October 1986 - March 2009
Education
University of Kentucky 1977 — 1979
Master of Business Administration (MBA), Finance, General
Centre College 1972 — 1976
Bachelor of Arts (BA), Economics
Jill T. Caple's Wachovia Bank NA Experience August 2007 - Present
Job Service Manager at Wells Fargo Bank
Industry Banking
Experience
Wachovia Bank, N.A. August 2007 - Present
Carmax Laurel Toyota August 1999 - March 2007
Skills
Credit, Retail Banking, Loans, Consumer Lending, Customer Service, Commercial Banking, Customer Satisfaction, Mortgage Lending, Process Improvement, Vendor Management, Cross Selling, Relationship Management, Business Analysis, Small Business Lending, Risk Management, Credit Analysis, Incident Management
Education
Corcoran College of Art and Design
Bachelor of Arts (B.A.), Photography
University of Phoenix
Master of Business Administration (MBA)
Wachovia Bank, N.A. August 2007 - Present
Carmax Laurel Toyota August 1999 - March 2007
Skills
Credit, Retail Banking, Loans, Consumer Lending, Customer Service, Commercial Banking, Customer Satisfaction, Mortgage Lending, Process Improvement, Vendor Management, Cross Selling, Relationship Management, Business Analysis, Small Business Lending, Risk Management, Credit Analysis, Incident Management
Education
Corcoran College of Art and Design
Bachelor of Arts (B.A.), Photography
University of Phoenix
Master of Business Administration (MBA)
Dionicia Roberson's Wachovia Bank NA Experience 2008 - 2009
Job at
Industry Higher Education
Experience
University of Pennsylvania 2013 - Present
University of Pennsylvania July 2013 - 2013
Rosen, Moss, Snyder & Bleefeld November 2010 - December 2011
Wachovia Bank, N.A. 2008 - 2009
Skills
Legal Research, Legal Assistance, Document Review, Lexis, Legal Documents, Personal Injury, Proofreading, English Composition, Grant Writing, Resume Writing, News Writing, Proposal Writing, Editing, Copy Editing, Video Editing, Academic Tutoring, Customer Service, Operations Management, Office Administration, Executive..., Interviews
Education
Temple University 2008 — 2013
Bachelor of Arts (BA), Journalism
Community College of Philadelphia 2006 — 2008
Associate of Arts (AA), Communication, General
University of Pennsylvania 2013 - Present
University of Pennsylvania July 2013 - 2013
Rosen, Moss, Snyder & Bleefeld November 2010 - December 2011
Wachovia Bank, N.A. 2008 - 2009
Skills
Legal Research, Legal Assistance, Document Review, Lexis, Legal Documents, Personal Injury, Proofreading, English Composition, Grant Writing, Resume Writing, News Writing, Proposal Writing, Editing, Copy Editing, Video Editing, Academic Tutoring, Customer Service, Operations Management, Office Administration, Executive..., Interviews
Education
Temple University 2008 — 2013
Bachelor of Arts (BA), Journalism
Community College of Philadelphia 2006 — 2008
Associate of Arts (AA), Communication, General
Rolando Quiroz, MS,MBA's Wachovia Bank NA Experience June 2004 - June 2010
Job Teacher at Montgomery County Public Schools
Industry Banking
Experience
Montgomery County Public Schools August 2014 - Present
Montrose Christian School April 2012 - June 2014
Comcast Business Class July 2011 - February 2012
WACHOVIA BANK NA June 2004 - June 2010
Enterprise Rent-A-Car July 2001 - July 2004
T. Rowe Price July 2000 - July 2001
Skills
Coaching, Customer Service, Leadership, Management, Credit, Retail Banking, Mortgage Lending, Banking, Risk Management, Sales Management, Hiring, Account Management, Team Building, Microsoft Office, Analysis, CRM, Selling, Oral History, Consultative Selling, Retail, Salesforce.com, Customer Relations, Solution Selling, Fundraising, Loans, Loan Origination, Sales
Education
University of Maryland University College 2010 — 2014
Master of Business Administration (MBA), Business Administration and Management, General, 3.15
University of Maryland University College 2010 — 2013
Master of Science (MS), Management Information Systems and Services, 3.5
Dale Carnegie Institute 2007 — 2008
Towson University 1997 — 1999
Bachelor of Arts, History
Montgomery County Public Schools August 2014 - Present
Montrose Christian School April 2012 - June 2014
Comcast Business Class July 2011 - February 2012
WACHOVIA BANK NA June 2004 - June 2010
Enterprise Rent-A-Car July 2001 - July 2004
T. Rowe Price July 2000 - July 2001
Skills
Coaching, Customer Service, Leadership, Management, Credit, Retail Banking, Mortgage Lending, Banking, Risk Management, Sales Management, Hiring, Account Management, Team Building, Microsoft Office, Analysis, CRM, Selling, Oral History, Consultative Selling, Retail, Salesforce.com, Customer Relations, Solution Selling, Fundraising, Loans, Loan Origination, Sales
Education
University of Maryland University College 2010 — 2014
Master of Business Administration (MBA), Business Administration and Management, General, 3.15
University of Maryland University College 2010 — 2013
Master of Science (MS), Management Information Systems and Services, 3.5
Dale Carnegie Institute 2007 — 2008
Towson University 1997 — 1999
Bachelor of Arts, History
Randee Kirschbrown's Wachovia Bank NA Experience January 1998 - January 2004
Job Unemployed
Industry Marketing and Advertising
Experience
Hoye's Pharmacy April 2012 - August 2012
Vitera HealthCare Solutions January 2011 - December 2011
Accounting Principals January 2011 - December 2011
Stellar Materials, Inc March 2008 - November 2010
Wyndham Vacation Ownership June 2005 - March 2008
School Board of Broward County November 2004 - June 2005
Wachovia Bank NA January 1998 - January 2004
HARRIS TRUST/BANK OF MONTREAL January 1996 - January 1998
Barnett Bank 1991 - 1998
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
Education
S.U.C. @ Oswego 1974 — 1975
BS, Education
Canon Trust School Boston University
SUC at Oswego
BS, Education
Slippery Rock University of Pennsylvania
Hoye's Pharmacy April 2012 - August 2012
Vitera HealthCare Solutions January 2011 - December 2011
Accounting Principals January 2011 - December 2011
Stellar Materials, Inc March 2008 - November 2010
Wyndham Vacation Ownership June 2005 - March 2008
School Board of Broward County November 2004 - June 2005
Wachovia Bank NA January 1998 - January 2004
HARRIS TRUST/BANK OF MONTREAL January 1996 - January 1998
Barnett Bank 1991 - 1998
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
Education
S.U.C. @ Oswego 1974 — 1975
BS, Education
Canon Trust School Boston University
SUC at Oswego
BS, Education
Slippery Rock University of Pennsylvania
Marge Rozelle's Wachovia Bank NA Experience May 1982 - September 2006
Job Custody Ops, Mgt, Bus. Analyst
Industry Financial Services
Experience
BNYMellon April 2014 - May 2015
Global Quest Staffing Solutions Inc. March 2014 - April 2014
BNYMellon August 2012 - December 2013
Tata Consultancy Services April 2012 - August 2012
PNC Global Investment Servicing Group November 2008 - March 2012
SEI Investments January 2007 - November 2008
Wachovia Bank, NA May 1982 - September 2006
Skills
Securities, Corporate Actions, Global Custody, Fixed Income, Equities, Mutual Funds, Financial Services
Education
Saint Joseph's University 1988 — 1995
Bachelor's of Science, Finance
Saint Joseph's University
Bachelor's degree - Finance, Finance
BNYMellon April 2014 - May 2015
Global Quest Staffing Solutions Inc. March 2014 - April 2014
BNYMellon August 2012 - December 2013
Tata Consultancy Services April 2012 - August 2012
PNC Global Investment Servicing Group November 2008 - March 2012
SEI Investments January 2007 - November 2008
Wachovia Bank, NA May 1982 - September 2006
Skills
Securities, Corporate Actions, Global Custody, Fixed Income, Equities, Mutual Funds, Financial Services
Education
Saint Joseph's University 1988 — 1995
Bachelor's of Science, Finance
Saint Joseph's University
Bachelor's degree - Finance, Finance
Jennifer Fullwood-Jones's Wachovia Bank NA Experience August 2003 - July 2004
Job Tax Analyst, Electrolux North America
Industry Consumer Goods
Experience
Electrolux North America July 2011 - Present
Wells Fargo July 2004 - July 2011
Wachovia Bank NA August 2003 - July 2004
First Union National Bank, Auto Finance June 2002 - August 2003
Skills
Vertex System, JDE,...
Education
University of North Carolina at Charlotte 1993 — 1997
BA, English
Electrolux North America July 2011 - Present
Wells Fargo July 2004 - July 2011
Wachovia Bank NA August 2003 - July 2004
First Union National Bank, Auto Finance June 2002 - August 2003
Skills
Vertex System, JDE,...
Education
University of North Carolina at Charlotte 1993 — 1997
BA, English
Russell Bohner's Wachovia Bank NA Experience August 1980 - June 1989
Job Vice President Records Manager at Sumitomo Mitsui Banking Corporation
Industry Banking
Experience
Sumitomo Mitsui Banking Corporation November 2011 - Present
Sumitomo Mitsui Banking Corporation November 2006 - November 2011
Bank of Tokyo-Mitsubishi UFJ April 1996 - November 2006
Société Générale January 1989 - March 1996
Wachovia Bank, NA August 1980 - June 1989
Skills
Banking, SharePoint, Records Management, Document Lifecycle..., Cross-functional Team..., Information Management, Credit Risk, Credit Analysis, Management, Relationship Management
Education
Temple University - Fox School of Business and Management
Master of Business Administration (M.B.A.), Finance, General
University of Delaware
Bachelor's Degree, Economics and French
Sumitomo Mitsui Banking Corporation November 2011 - Present
Sumitomo Mitsui Banking Corporation November 2006 - November 2011
Bank of Tokyo-Mitsubishi UFJ April 1996 - November 2006
Société Générale January 1989 - March 1996
Wachovia Bank, NA August 1980 - June 1989
Skills
Banking, SharePoint, Records Management, Document Lifecycle..., Cross-functional Team..., Information Management, Credit Risk, Credit Analysis, Management, Relationship Management
Education
Temple University - Fox School of Business and Management
Master of Business Administration (M.B.A.), Finance, General
University of Delaware
Bachelor's Degree, Economics and French
Monica Barber's Wachovia Bank NA Experience November 2000 - August 2003
Job Community Development Specialist at City of West Point, Georgia
Industry Government Relations
Experience
City of West Point, Georgia November 2010 - Present
Leadership Troup 2011 - 2011
Chambers County Library December 2003 - November 2010
Wachovia Bank, NA November 2000 - August 2003
Education
University of Phoenix 2004 — 2006
BS, Business Management
University of Illinois at Urbana-Champaign 1986 — 1989
undeclared
City of West Point, Georgia November 2010 - Present
Leadership Troup 2011 - 2011
Chambers County Library December 2003 - November 2010
Wachovia Bank, NA November 2000 - August 2003
Education
University of Phoenix 2004 — 2006
BS, Business Management
University of Illinois at Urbana-Champaign 1986 — 1989
undeclared
Jauneline H. Hardy's Wachovia Bank NA Experience September 2008 - August 2009
Job Retail Risk Consultant at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo August 2011 - Present
Wells Fargo August 2009 - August 2011
Wachovia Bank N.A September 2008 - August 2009
Citibank North America May 2005 - July 2008
Citifinancial, Inc June 2003 - May 2005
WELLS FARGO FINANCIAL ACCEPTANCE August 2002 - June 2003
OMNI FINANCIAL CORPORATION July 1998 - August 2002
Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, Credit Analysis, Banking, Consumer Lending, FHA, Refinance, Financial Risk
Education
COMMUNITY COLLEGE OF ALLEGHENY
University of Maryland University College
Business Administration; Accounting
University of Pittsburgh
Business Administration; Accounting
Wells Fargo August 2011 - Present
Wells Fargo August 2009 - August 2011
Wachovia Bank N.A September 2008 - August 2009
Citibank North America May 2005 - July 2008
Citifinancial, Inc June 2003 - May 2005
WELLS FARGO FINANCIAL ACCEPTANCE August 2002 - June 2003
OMNI FINANCIAL CORPORATION July 1998 - August 2002
Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, Credit Analysis, Banking, Consumer Lending, FHA, Refinance, Financial Risk
Education
COMMUNITY COLLEGE OF ALLEGHENY
University of Maryland University College
Business Administration; Accounting
University of Pittsburgh
Business Administration; Accounting
Charles Hackman's Wachovia Bank NA Experience August 1984 - September 2007
Job Compliance Manager Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase October 2013 - Present
Protective Draft Credit September 2012 - June 2013
First Bank of Delaware September 2007 - July 2011
Wachovia Bank NA August 1984 - September 2007
Skills
Credit, Portfolio Management, Banking, Risk Management, Compliance, Credit Risk, Process Improvement, Underwriting, Consumer Lending, Customer Relations, Loans, Due Diligence, Vendor Management, Program Management, Risk, Credit Cards, Loss Mitigation, Business Analysis, Risk Mitigation, Change Management, Operations Management, SAS, Analytics, Statistical Modeling, Credit Analysis, Coaching, Strategy Development, Validation, Utilization, Fraud, Operational Risk..., Credit Scoring, Cards, Risk Analytics, Retail Banking, Risk Analysis, Executive Management, Credit Portfolio..., Operational Risk, Predictive Analytics, Stress Testing, Predictive Modeling, Payments, Model Validation, Product Development, Financial Risk, Collection Strategy, Financial Services, Customer Service, SAS programming
Education
University of Delaware 1976 — 1980
Bachlor of Science
JPMorgan Chase October 2013 - Present
Protective Draft Credit September 2012 - June 2013
First Bank of Delaware September 2007 - July 2011
Wachovia Bank NA August 1984 - September 2007
Skills
Credit, Portfolio Management, Banking, Risk Management, Compliance, Credit Risk, Process Improvement, Underwriting, Consumer Lending, Customer Relations, Loans, Due Diligence, Vendor Management, Program Management, Risk, Credit Cards, Loss Mitigation, Business Analysis, Risk Mitigation, Change Management, Operations Management, SAS, Analytics, Statistical Modeling, Credit Analysis, Coaching, Strategy Development, Validation, Utilization, Fraud, Operational Risk..., Credit Scoring, Cards, Risk Analytics, Retail Banking, Risk Analysis, Executive Management, Credit Portfolio..., Operational Risk, Predictive Analytics, Stress Testing, Predictive Modeling, Payments, Model Validation, Product Development, Financial Risk, Collection Strategy, Financial Services, Customer Service, SAS programming
Education
University of Delaware 1976 — 1980
Bachlor of Science
Jim Payne Jr's Wachovia Bank NA Experience September 2005 - December 2008
Job Sr. Vice President Corporate Credit at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank January 2009 - Present
Wachovia Bank NA September 2005 - December 2008
Education
University of South Florida - College of Business Administration
MBA, Finance and MIS
University of Louisville
BSC, Finance
Wells Fargo Bank January 2009 - Present
Wachovia Bank NA September 2005 - December 2008
Education
University of South Florida - College of Business Administration
MBA, Finance and MIS
University of Louisville
BSC, Finance
Eugene Massey's Wachovia Bank NA Experience March 2005 - November 2008
Job Store Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank November 2008 - Present
Wachovia Bank NA March 2005 - November 2008
United States Air Force August 1994 - September 2000
Skills
Financial Analysis, Financial Reporting, Aircraft Weapons..., Banking, Customer Service, Team Building, Leadership, Credit, Portfolio Management, Management, Retail Banking, Sales, Loans
Education
University of South Carolina-Columbia 1998 — 2005
Bachelors of Science, Management and Marketing
Wells Fargo Bank November 2008 - Present
Wachovia Bank NA March 2005 - November 2008
United States Air Force August 1994 - September 2000
Skills
Financial Analysis, Financial Reporting, Aircraft Weapons..., Banking, Customer Service, Team Building, Leadership, Credit, Portfolio Management, Management, Retail Banking, Sales, Loans
Education
University of South Carolina-Columbia 1998 — 2005
Bachelors of Science, Management and Marketing
Sonya Tate's Wachovia Bank NA Experience April 2001 - October 2009
Job Home Mortgage Consultant NMLSR 561042 at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage December 2012 - Present
Wells Fargo October 2009 - Present
Wachovia Bank Na April 2001 - October 2009
First Union National Bank June 1997 - March 2000
Skills
Loans, Credit, Mortgage Lending, Banking, Consumer Lending, Small Business Lending, Commercial Lending, Commercial Banking, Credit Analysis, Retail Banking, Loan Origination, Sales
Education
University of Phoenix 2012 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Surry Community College 1996 — 1997
starmount high school 1982 — 1985
Wells Fargo Home Mortgage December 2012 - Present
Wells Fargo October 2009 - Present
Wachovia Bank Na April 2001 - October 2009
First Union National Bank June 1997 - March 2000
Skills
Loans, Credit, Mortgage Lending, Banking, Consumer Lending, Small Business Lending, Commercial Lending, Commercial Banking, Credit Analysis, Retail Banking, Loan Origination, Sales
Education
University of Phoenix 2012 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Surry Community College 1996 — 1997
starmount high school 1982 — 1985
Sonya Tate's Wachovia Bank NA Experience March 2000 - October 2009
Job Home Mortgage Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank December 2012 - Present
Wachovia Bank NA March 2000 - October 2009
First Union National Bank June 1999 - March 2000
Skills
Building Relationships, Mentoring, Public Speaking, Strategic Planning, Sales Management, Leadership, Leadership Development, Team Leadership, Strategic Financial..., Integrity, Bank Mergers
Education
University of Phoenix 2012 — 2014
Bachelor of Arts (B.A.), Human Resources Management and Services, Just enrolled
Surry Community College 1996 — 1998
no degree, Psychology
Starmount High School 1982 — 1985
High Honors, North Carolina Scholar
Wells Fargo Bank December 2012 - Present
Wachovia Bank NA March 2000 - October 2009
First Union National Bank June 1999 - March 2000
Skills
Building Relationships, Mentoring, Public Speaking, Strategic Planning, Sales Management, Leadership, Leadership Development, Team Leadership, Strategic Financial..., Integrity, Bank Mergers
Education
University of Phoenix 2012 — 2014
Bachelor of Arts (B.A.), Human Resources Management and Services, Just enrolled
Surry Community College 1996 — 1998
no degree, Psychology
Starmount High School 1982 — 1985
High Honors, North Carolina Scholar
michelle presley's Wachovia Bank NA Experience September 1991 - December 2007
Job Processing coordinator Capital One
Industry Financial Services
Experience
Capital One May 2014 - Present
Wells Fargo Advisors November 2011 - September 2014
Shady Grove Animal Clinic August 2008 - November 2011
Wachovia Bank NA September 1991 - December 2007
Skills
Microsoft Excel, Workforce Management, Microsoft Word, Outlook, Staff Development, Training Delivery, Project Management, Risk Management, Requirements Analysis, Data Analysis, NetMeeting, Change Management
Education
Slippery Rock University of Pennsylvania
Capital One May 2014 - Present
Wells Fargo Advisors November 2011 - September 2014
Shady Grove Animal Clinic August 2008 - November 2011
Wachovia Bank NA September 1991 - December 2007
Skills
Microsoft Excel, Workforce Management, Microsoft Word, Outlook, Staff Development, Training Delivery, Project Management, Risk Management, Requirements Analysis, Data Analysis, NetMeeting, Change Management
Education
Slippery Rock University of Pennsylvania
Kimberly A. Mair's Wachovia Bank NA Experience May 1998 - September 2005
Job Trust Administrator at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Philanthropic Services February 2014 - Present
Wells Fargo Philanthropic Services September 2005 - Present
Wachovia Bank, N.A. May 1998 - September 2005
Universal Insurance Company, Subsidiary of The Siebels Bruce Group, Inc. February 1996 - May 1998
Universal Insurance Company, Subsidiary of The Seibels Bruce Group, Inc. July 1990 - February 1996
Universal Insurance Company June 1986 - July 1990
The New Fortis Corporation June 1982 - August 1985
Skills
Charitable Trusts, Philanthropy, Training, Customer Service, Software Documentation, Investments, Analysis, Leadership, Mutual Funds, Banking, Asset Management, Process Improvement, Microsoft Excel, Financial Services
Education
Catawba College 1982 — 1986
Bachelor of Arts (B.A.), Business Administration
Campbell University 2003 — 2003
Graduate, The Southeastern Trust School
West Forsyth High School 1980 — 1982
Catawba College
Wells Fargo Philanthropic Services February 2014 - Present
Wells Fargo Philanthropic Services September 2005 - Present
Wachovia Bank, N.A. May 1998 - September 2005
Universal Insurance Company, Subsidiary of The Siebels Bruce Group, Inc. February 1996 - May 1998
Universal Insurance Company, Subsidiary of The Seibels Bruce Group, Inc. July 1990 - February 1996
Universal Insurance Company June 1986 - July 1990
The New Fortis Corporation June 1982 - August 1985
Skills
Charitable Trusts, Philanthropy, Training, Customer Service, Software Documentation, Investments, Analysis, Leadership, Mutual Funds, Banking, Asset Management, Process Improvement, Microsoft Excel, Financial Services
Education
Catawba College 1982 — 1986
Bachelor of Arts (B.A.), Business Administration
Campbell University 2003 — 2003
Graduate, The Southeastern Trust School
West Forsyth High School 1980 — 1982
Catawba College
William Haney's Wachovia Bank NA Experience May 2007 - July 2010
Job at
Industry Military
Experience
Amazon October 2012 - Present
Oregon Military Department October 2011 - October 2012
The Home Depot October 2010 - October 2011
Wachovia Bank, NA May 2007 - July 2010
Skills
Security, Military, Databases, Human Resources, Sales, Public Speaking, Team Leadership, Leadership, Customer Service, Microsoft Office, Management, Team Building, Microsoft Excel, Project Management, Inventory Management
Education
University of Phoenix 2011 — 2015
Bachelor's degree, Computer Software Engineering
University of Phoenix 2011 — 2014
Bachelor's degree, Computer Software Engineering
Amazon October 2012 - Present
Oregon Military Department October 2011 - October 2012
The Home Depot October 2010 - October 2011
Wachovia Bank, NA May 2007 - July 2010
Skills
Security, Military, Databases, Human Resources, Sales, Public Speaking, Team Leadership, Leadership, Customer Service, Microsoft Office, Management, Team Building, Microsoft Excel, Project Management, Inventory Management
Education
University of Phoenix 2011 — 2015
Bachelor's degree, Computer Software Engineering
University of Phoenix 2011 — 2014
Bachelor's degree, Computer Software Engineering
Richard Guinan's Wachovia Bank NA Experience September 1995 - December 2007
Job Attorney at Law, Self Employed
Industry Law Practice
Experience
Self Employed August 2012 - Present
TD Bank, NA March 2009 - June 2012
Wachovia Bank, NA September 1995 - December 2007
Baker & McKenzie September 1988 - August 1995
Denton and Guinan September 1970 - August 1988
Skills
Microsoft Word, Microsoft Excel, Outlook, Customer Service, Windows, Research, PowerPoint, Microsoft Office, English, Legal Assistance, Courts
Education
Southern Methodist University 1966 — 1970
Juris Doctor (J.D.)
The University of Texas at Austin 1960 — 1964
BBA, Business Administration and Management, General
Self Employed August 2012 - Present
TD Bank, NA March 2009 - June 2012
Wachovia Bank, NA September 1995 - December 2007
Baker & McKenzie September 1988 - August 1995
Denton and Guinan September 1970 - August 1988
Skills
Microsoft Word, Microsoft Excel, Outlook, Customer Service, Windows, Research, PowerPoint, Microsoft Office, English, Legal Assistance, Courts
Education
Southern Methodist University 1966 — 1970
Juris Doctor (J.D.)
The University of Texas at Austin 1960 — 1964
BBA, Business Administration and Management, General
Gregory Bullock's Wachovia Bank NA Experience 2000 - 2007
Job Banking Professional
Industry Banking
Experience
PNC Bank 2009 - 2013
Wells Fargo - Mtg - Re-Fi Svcs February 2009 - August 2009
Macy's East October 2008 - January 2009
Wachovia Bank, N.A. 2000 - 2007
Skills
Training, Presentations, UCC filings, Supervisory Skills, Loan Servicing, Real Estate Due..., Document Review
Education
Central State University 1972 — 1973
Political Science and Government
PNC Bank 2009 - 2013
Wells Fargo - Mtg - Re-Fi Svcs February 2009 - August 2009
Macy's East October 2008 - January 2009
Wachovia Bank, N.A. 2000 - 2007
Skills
Training, Presentations, UCC filings, Supervisory Skills, Loan Servicing, Real Estate Due..., Document Review
Education
Central State University 1972 — 1973
Political Science and Government
Robert McGill's Wachovia Bank NA Experience May 2003 - January 2009
Job SVP, Managing Director Wholesale Banking at Beneficial Bank
Industry Banking
Experience
Beneficial Bank May 2014 - Present
Beneficial Bank December 2011 - May 2014
Wells Fargo January 2009 - December 2011
Wachovia Bank, NA May 2003 - January 2009
First Union May 1999 - May 2003
CoreStates Financial Corporation April 1989 - May 1999
CoreStates Financial Corporation August 1983 - April 1988
Skills
Commercial Lending, Banking, Commercial Banking, Credit, Loans, Small Business Lending, Credit Analysis, Underwriting, Credit Risk, Financial Analysis, Mortgage Lending, Portfolio Management, Retail Banking, Loan Origination, Risk Management
Education
Saint Bonaventure University
Bachelor's Degree, Finance and Accounting
Beneficial Bank May 2014 - Present
Beneficial Bank December 2011 - May 2014
Wells Fargo January 2009 - December 2011
Wachovia Bank, NA May 2003 - January 2009
First Union May 1999 - May 2003
CoreStates Financial Corporation April 1989 - May 1999
CoreStates Financial Corporation August 1983 - April 1988
Skills
Commercial Lending, Banking, Commercial Banking, Credit, Loans, Small Business Lending, Credit Analysis, Underwriting, Credit Risk, Financial Analysis, Mortgage Lending, Portfolio Management, Retail Banking, Loan Origination, Risk Management
Education
Saint Bonaventure University
Bachelor's Degree, Finance and Accounting