Wachovia Bank NA
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Wachovia Bank NA Employees
Employee
Years
Job
Industry
Daniel J Jacobson Daniel J Jacobson's Wachovia Bank NA Experience November 2006 - June 2007
Job Student
Industry Banking
Experience
Full Service Technology September 2015 - Present
Full Service Technology September 2015 - Present
Laguna Tubular Products September 2014 - January 2015
Sterling Relocation, Inc. June 2014 - August 2014
Comerica Bank January 2012 - May 2014
Zale August 2010 - November 2011
Wachovia Bank, N.A. November 2006 - June 2007
Hibernia National Bank February 2006 - September 2006
Skills
Customer Service, Client Retention, Sales Operations, Data Entry, Microsoft Office, Microsoft Excel, Negotiation, Banking, Sales, Time Management, PowerPoint, Retail, Microsoft Word, 10 Key, Business Development, Canvassing, New Business Development, Direct Client..., problem solving, Timely Decision Making, Customer Retention, Inventory Management, Management, Marketing, Team Building, Training, Public Speaking, Outlook, Social Media
Education
Lone Star College System 2014 — 2017
Associate's degree, Finance and Financial Management Services
Houston Learning Academy 2005 — 2006
High School Diploma, High School
Cypress Creek High School 2001 — 2005
High School Diploma, High School
Full Service Technology September 2015 - Present
Full Service Technology September 2015 - Present
Laguna Tubular Products September 2014 - January 2015
Sterling Relocation, Inc. June 2014 - August 2014
Comerica Bank January 2012 - May 2014
Zale August 2010 - November 2011
Wachovia Bank, N.A. November 2006 - June 2007
Hibernia National Bank February 2006 - September 2006
Skills
Customer Service, Client Retention, Sales Operations, Data Entry, Microsoft Office, Microsoft Excel, Negotiation, Banking, Sales, Time Management, PowerPoint, Retail, Microsoft Word, 10 Key, Business Development, Canvassing, New Business Development, Direct Client..., problem solving, Timely Decision Making, Customer Retention, Inventory Management, Management, Marketing, Team Building, Training, Public Speaking, Outlook, Social Media
Education
Lone Star College System 2014 — 2017
Associate's degree, Finance and Financial Management Services
Houston Learning Academy 2005 — 2006
High School Diploma, High School
Cypress Creek High School 2001 — 2005
High School Diploma, High School
Tony J Scott Tony J Scott's Wachovia Bank NA Experience April 2004 - April 2005
Job Charles Schwab & Co
Industry Financial Services
Experience
Charles Schwab May 2014 - Present
SunTrust Bank February 2013 - June 2013
University of Central Florida August 2010 - June 2012
Kaplan University April 2009 - August 2010
ASA Solutions, LLC October 2007 - April 2009
Premier Mortgage Funding, Inc. April 2005 - October 2007
Wachovia Bank, N.A. April 2004 - April 2005
American Express Financial Advisors October 2002 - April 2004
Skills
Social Media, Event Management, Public Speaking, Microsoft Office, Event Planning, Analysis, Customer Service, Facebook, Fundraising, Insurance, Investments, Management, Marketing, Marketing Strategy, Program Management, Project Planning, Public Relations, Leadership, Risk Management, Sales Management, Social Media Marketing, Social Networking, Strategic Planning, Training
Education
University of Central Florida 2010 — 2012
MSBM, DeVos Sport Business Management Program
University of Central Florida 2010 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
University of Central Florida 1987 — 1992
Bachelor's degree, Finance, General
Charles Schwab May 2014 - Present
SunTrust Bank February 2013 - June 2013
University of Central Florida August 2010 - June 2012
Kaplan University April 2009 - August 2010
ASA Solutions, LLC October 2007 - April 2009
Premier Mortgage Funding, Inc. April 2005 - October 2007
Wachovia Bank, N.A. April 2004 - April 2005
American Express Financial Advisors October 2002 - April 2004
Skills
Social Media, Event Management, Public Speaking, Microsoft Office, Event Planning, Analysis, Customer Service, Facebook, Fundraising, Insurance, Investments, Management, Marketing, Marketing Strategy, Program Management, Project Planning, Public Relations, Leadership, Risk Management, Sales Management, Social Media Marketing, Social Networking, Strategic Planning, Training
Education
University of Central Florida 2010 — 2012
MSBM, DeVos Sport Business Management Program
University of Central Florida 2010 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
University of Central Florida 1987 — 1992
Bachelor's degree, Finance, General
Cornel Dore Cornel Dore's Wachovia Bank NA Experience 1997 - 1999
Job Card Manager SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank 2012 - Present
United Parcel Service 2011 - 2012
First National Bank of Omaha 1999 - 2009
Wachovia Bank, N.A. 1997 - 1999
Wachovia Bank, N.A 1993 - 1997
Wachovia Bank, N.A. 1991 - 1993
Skills
Credit Cards, Fraud, Customer Service, Call Center, Chargebacks, Cards, Compliance, Risk, Credit Card Processing, Management, Team Leadership, Team Building, Operations Management, Banking
Education
Morehouse College
BA, Education
Northside High School
SunTrust Bank 2012 - Present
United Parcel Service 2011 - 2012
First National Bank of Omaha 1999 - 2009
Wachovia Bank, N.A. 1997 - 1999
Wachovia Bank, N.A 1993 - 1997
Wachovia Bank, N.A. 1991 - 1993
Skills
Credit Cards, Fraud, Customer Service, Call Center, Chargebacks, Cards, Compliance, Risk, Credit Card Processing, Management, Team Leadership, Team Building, Operations Management, Banking
Education
Morehouse College
BA, Education
Northside High School
John Sugden John Sugden's Wachovia Bank NA Experience January 2006 - January 2008
Job Shriners Hopitals for Children Boston. Boston University Adjunct Lecturer, Organizational Behavior Course
Industry Public Relations and Communications
Experience
Shriners Hospitals for Children - Boston 2011 - Present
Boston University College of Communications January 2012 - Present
Shriners Hospitals for Children June 2011 - Present
The Sugden Group October 2009 - June 2011
Shriners Hospitals for Children June 2008 - November 2009
Irish Bank Resolution Corporation Limited 2008 - 2009
Wachovia Bank, N.A. January 2006 - January 2008
STATE STREET BANK AND TRUST COMPANY January 1995 - January 2002
Bank of Boston 1972 - 1995
Skills
Mergers, Asset Managment, Strategic Planning, Banking, Risk Management, Portfolio Management, Mergers & Acquisitions, Integrity, Corporate Finance, Strategy, Asset Management, Program Management, Leadership, Product Marketing, Management, Coaching, Management Consulting, Healthcare, Business Strategy, Executive Management, Entrepreneurship, Financial Analysis, Budgets, Business Development, Analysis, Business Planning, Research, Fundraising, Team Building, Public Speaking, Nonprofits
Education
Suffolk University - Sawyer School of Management 1981 — 1985
MBA, Marketing
University of the South School of Theology
Shriners Hospitals for Children - Boston 2011 - Present
Boston University College of Communications January 2012 - Present
Shriners Hospitals for Children June 2011 - Present
The Sugden Group October 2009 - June 2011
Shriners Hospitals for Children June 2008 - November 2009
Irish Bank Resolution Corporation Limited 2008 - 2009
Wachovia Bank, N.A. January 2006 - January 2008
STATE STREET BANK AND TRUST COMPANY January 1995 - January 2002
Bank of Boston 1972 - 1995
Skills
Mergers, Asset Managment, Strategic Planning, Banking, Risk Management, Portfolio Management, Mergers & Acquisitions, Integrity, Corporate Finance, Strategy, Asset Management, Program Management, Leadership, Product Marketing, Management, Coaching, Management Consulting, Healthcare, Business Strategy, Executive Management, Entrepreneurship, Financial Analysis, Budgets, Business Development, Analysis, Business Planning, Research, Fundraising, Team Building, Public Speaking, Nonprofits
Education
Suffolk University - Sawyer School of Management 1981 — 1985
MBA, Marketing
University of the South School of Theology
Edwin Poole, III Edwin Poole, III's Wachovia Bank NA Experience September 1995 - March 2001
Job Senior Underwriter at Wells Fargo Securities
Industry Real Estate
Experience
Wells Fargo Securities October 2014 - Present
Wells Fargo Bank, N.A. March 2001 - October 2013
Wachovia Bank, N.A. September 1995 - March 2001
Skills
Commercial Real Estate..., Investments, Credit, Real Estate, Real Estate Economics, Disposition, Commercial Real Estate, Portfolio Management, Loans, Underwriting, Banking, Commercial Banking, Mergers, Commercial Mortgages, Cash Flow, Loan Origination, Syndications, Credit Analysis, Construction Loans, Loss Mitigation, Credit Risk, Due Diligence, Capital Markets, Loan Work-outs
Education
University of North Carolina at Chapel Hill 1988 — 1990
Master of Business Administration (MBA), Commercial Real Estate
Rice University 1978 — 1982
B.A., Economics and Architectural Studies
Wells Fargo Securities October 2014 - Present
Wells Fargo Bank, N.A. March 2001 - October 2013
Wachovia Bank, N.A. September 1995 - March 2001
Skills
Commercial Real Estate..., Investments, Credit, Real Estate, Real Estate Economics, Disposition, Commercial Real Estate, Portfolio Management, Loans, Underwriting, Banking, Commercial Banking, Mergers, Commercial Mortgages, Cash Flow, Loan Origination, Syndications, Credit Analysis, Construction Loans, Loss Mitigation, Credit Risk, Due Diligence, Capital Markets, Loan Work-outs
Education
University of North Carolina at Chapel Hill 1988 — 1990
Master of Business Administration (MBA), Commercial Real Estate
Rice University 1978 — 1982
B.A., Economics and Architectural Studies
Jill Angelichio's Wachovia Bank NA Experience February 2004 - August 2008
Job Global Risk Technology VP at Bank of America: Global Capital Markets | Basel Regulatory Regulations | Program Management
Industry Information Technology and Services
Experience
Bank of America March 2011 - Present
Wells Fargo September 2008 - December 2010
Wachovia Bank, N.A. February 2004 - August 2008
Prudential Securities, Inc. March 1997 - October 2002
Morgan Stanley February 1993 - February 1997
Electronic Systems Associates May 1990 - January 1993
Education
Rensselaer Polytechnic Institute 1986 — 1990
Bachelor's Degree, Electrical Engineering
Bank of America March 2011 - Present
Wells Fargo September 2008 - December 2010
Wachovia Bank, N.A. February 2004 - August 2008
Prudential Securities, Inc. March 1997 - October 2002
Morgan Stanley February 1993 - February 1997
Electronic Systems Associates May 1990 - January 1993
Education
Rensselaer Polytechnic Institute 1986 — 1990
Bachelor's Degree, Electrical Engineering
Paul S Sheehan, MBA, MPM, CMBA Paul S Sheehan, MBA, MPM, CMBA's Wachovia Bank NA Experience 2002 - 2005
Job Information Technology | Professional Services | B2B | Operations | Business Technologist | Project Management
Industry Information Technology and Services
Experience
Global Clearing Firm 2014 - Present
Sheehan Consulting Group 2012 - Present
Robert W. Baird & Co. 2012 - 2013
IPC Systems, Inc 2005 - 2012
Wachovia Bank, N.A. 2002 - 2005
Wachovia Bank, N.A. 1997 - 2005
Wachovia Bank, N.A. 1997 - 2005
Wachovia Bank, N.A. 1997 - 2005
Wachovia Bank, N.A. 1997 - 2002
Allied Computer Group 1997 - 1997
Skills
Project Management, Contract Management, Mergers, Management, Vendor Management, Process Improvement, Resource Management, Cross-functional Team..., Program Management, Integration, Mergers & Acquisitions, Telecommunications, Budgets, Data Center, Finance, Strategy, Leadership, Business Process..., Disaster Recovery, Information Technology, Change Management, Human Resources, Cloud Computing, Consulting, Six Sigma
Education
Microtrain Technologies
SharePoint 2010 Training
Chicago Deming Association - Six Sigma Masters Program 2013 — 2013
Six Sigma Green Belt Training
Microtrain Technologies 2013 — 2013
Keller Graduate School of Management of DeVry University 1995 — 2002
Master of Business Administration (MBA), Master of Project Management (MPM)
Marquette University 1984 — 1988
Bachelor of Science in Business Administration, Management Information Systems
Benet Academy 1980 — 1984
Global Clearing Firm 2014 - Present
Sheehan Consulting Group 2012 - Present
Robert W. Baird & Co. 2012 - 2013
IPC Systems, Inc 2005 - 2012
Wachovia Bank, N.A. 2002 - 2005
Wachovia Bank, N.A. 1997 - 2005
Wachovia Bank, N.A. 1997 - 2005
Wachovia Bank, N.A. 1997 - 2005
Wachovia Bank, N.A. 1997 - 2002
Allied Computer Group 1997 - 1997
Skills
Project Management, Contract Management, Mergers, Management, Vendor Management, Process Improvement, Resource Management, Cross-functional Team..., Program Management, Integration, Mergers & Acquisitions, Telecommunications, Budgets, Data Center, Finance, Strategy, Leadership, Business Process..., Disaster Recovery, Information Technology, Change Management, Human Resources, Cloud Computing, Consulting, Six Sigma
Education
Microtrain Technologies
SharePoint 2010 Training
Chicago Deming Association - Six Sigma Masters Program 2013 — 2013
Six Sigma Green Belt Training
Microtrain Technologies 2013 — 2013
Keller Graduate School of Management of DeVry University 1995 — 2002
Master of Business Administration (MBA), Master of Project Management (MPM)
Marquette University 1984 — 1988
Bachelor of Science in Business Administration, Management Information Systems
Benet Academy 1980 — 1984
Annelisa Starling's Wachovia Bank NA Experience September 2002 - May 2004
Job Financial Services Professional
Industry Financial Services
Experience
North Jacksonville Baptist Church June 2013 - Present
Wachovia Trust Company 2004 - 2010
Wachovia Bank, N.A. September 2002 - May 2004
Skills
Loans, Financial Services, Credit, Banking, Investments, Personal Trust..., Administrative Work, Call Centers, Customer Service, Clerical Skills, Office Administration, Debt Management, Corporate Trust
Education
University of North Florida - College of Business Administration 1999 — 2002
Bachelor of Business Administration (BBA), Business Administration and Management, General
Florida Community College at Jacksonville 1996 — 1999
Associate of Arts (AA)
North Jacksonville Baptist Church June 2013 - Present
Wachovia Trust Company 2004 - 2010
Wachovia Bank, N.A. September 2002 - May 2004
Skills
Loans, Financial Services, Credit, Banking, Investments, Personal Trust..., Administrative Work, Call Centers, Customer Service, Clerical Skills, Office Administration, Debt Management, Corporate Trust
Education
University of North Florida - College of Business Administration 1999 — 2002
Bachelor of Business Administration (BBA), Business Administration and Management, General
Florida Community College at Jacksonville 1996 — 1999
Associate of Arts (AA)
Jason Logsdon, LCAM Jason Logsdon, LCAM's Wachovia Bank NA Experience August 2006 - December 2011
Job Regional Vice President at Marksman Security Corporation
Industry Security and Investigations
Experience
Marksman Security Corporation April 2013 - Present
FirstService Residential Florida January 2012 - April 2013
Wachovia Bank, N.A. August 2006 - December 2011
Wynn Las Vegas March 2005 - July 2006
The Venetian I The Palazzo, Resort Hotel & Casino I Las Vegas Sands Corp. November 1998 - June 2004
Skills
Operations Management, Customer Satisfaction, Contract Negotiation, Team Building, Training, Budgets, Leadership, Sales, Account Management, Business Planning, Property Management, Negotiation, Customer Service, Strategic Planning, Leases, Sales Management, Management, Real Estate, New Business Development, Marketing, Hospitality, Selling, Florida Notary, State of Nevada Private..., State of Florida..., State of Florida Notary..., Fire Alarm System Agent..., TOPPS Certified
Education
University of Nevada-Las Vegas
George Mason University
Marksman Security Corporation April 2013 - Present
FirstService Residential Florida January 2012 - April 2013
Wachovia Bank, N.A. August 2006 - December 2011
Wynn Las Vegas March 2005 - July 2006
The Venetian I The Palazzo, Resort Hotel & Casino I Las Vegas Sands Corp. November 1998 - June 2004
Skills
Operations Management, Customer Satisfaction, Contract Negotiation, Team Building, Training, Budgets, Leadership, Sales, Account Management, Business Planning, Property Management, Negotiation, Customer Service, Strategic Planning, Leases, Sales Management, Management, Real Estate, New Business Development, Marketing, Hospitality, Selling, Florida Notary, State of Nevada Private..., State of Florida..., State of Florida Notary..., Fire Alarm System Agent..., TOPPS Certified
Education
University of Nevada-Las Vegas
George Mason University
Matt Triche's Wachovia Bank NA Experience August 1998 - January 1999
Job Sr. Client Service Executive at Key Risk
Industry Insurance
Experience
Key Risk Management Services January 2013 - Present
Liberty Mutual January 2006 - December 2012
Firemans Fund Insurance Company January 1999 - December 2005
Wachovia Bank, N.A. August 1998 - January 1999
Travelers 1987 - 1998
Skills
Workers Compensation, Commercial Insurance, Insurance, Legal Liability, Liability, Casualty, Professional Liability, General Insurance, D&O, Brokers, Reinsurance, Analysis, CRM, Claims Management, Casualty Insurance, Property & Casualty...
Education
Loyola University New Orleans 1981 — 1985
Bachelor of Business Administration, Management/Marketing
McMain High School 1975 — 1981
Diploma, General Studies
Key Risk Management Services January 2013 - Present
Liberty Mutual January 2006 - December 2012
Firemans Fund Insurance Company January 1999 - December 2005
Wachovia Bank, N.A. August 1998 - January 1999
Travelers 1987 - 1998
Skills
Workers Compensation, Commercial Insurance, Insurance, Legal Liability, Liability, Casualty, Professional Liability, General Insurance, D&O, Brokers, Reinsurance, Analysis, CRM, Claims Management, Casualty Insurance, Property & Casualty...
Education
Loyola University New Orleans 1981 — 1985
Bachelor of Business Administration, Management/Marketing
McMain High School 1975 — 1981
Diploma, General Studies
Alan Royalty Alan Royalty's Wachovia Bank NA Experience April 2001 - June 2002
Job Vice President Banking, Finance & Risk Management at Signature Office REIT
Industry Commercial Real Estate
Experience
Signature Office REIT, Inc. October 2013 - Present
Wells Real Estate Funds, Inc. July 2002 - September 2013
Wachovia Bank, N.A. April 2001 - June 2002
Arthur Andersen LLP October 2000 - March 2001
Citicorp North America, Inc. October 1996 - September 2000
Citicorp North America, Inc. January 1994 - September 1996
Deloitte & Touche September 1988 - December 1993
Skills
Alternative Investments, Due Diligence, Risk Management, Financial Analysis, Corporate Finance, Managerial Finance, Finance, Underwriting, Capital Markets, Asset Managment, Securities, Portfolio Management, Accounting, Auditing, Credit, Investment Banking, Valuation, Asset Management, Investments, Mutual Funds, Series 7, Credit Analysis, Financial Modeling, Structured Finance, Financial Advisory, Financial Services, Strategic Financial..., Private Equity, Mergers & Acquisitions, Investment Strategies, Equities, Hedge Funds, Investor Relations, Financial Planning, Management, Banking, Leadership, Strategic Planning, Financial Risk, Strategy, Real Estate, Sales, Process Improvement, Budgets, Insurance, Loans, Executive Management, Marketing, Contract Negotiation, Analysis
Education
Oglethorpe University 1984 — 1988
BBA, Accounting
Harrodsburg (KY) High School 1980 — 1984
Signature Office REIT, Inc. October 2013 - Present
Wells Real Estate Funds, Inc. July 2002 - September 2013
Wachovia Bank, N.A. April 2001 - June 2002
Arthur Andersen LLP October 2000 - March 2001
Citicorp North America, Inc. October 1996 - September 2000
Citicorp North America, Inc. January 1994 - September 1996
Deloitte & Touche September 1988 - December 1993
Skills
Alternative Investments, Due Diligence, Risk Management, Financial Analysis, Corporate Finance, Managerial Finance, Finance, Underwriting, Capital Markets, Asset Managment, Securities, Portfolio Management, Accounting, Auditing, Credit, Investment Banking, Valuation, Asset Management, Investments, Mutual Funds, Series 7, Credit Analysis, Financial Modeling, Structured Finance, Financial Advisory, Financial Services, Strategic Financial..., Private Equity, Mergers & Acquisitions, Investment Strategies, Equities, Hedge Funds, Investor Relations, Financial Planning, Management, Banking, Leadership, Strategic Planning, Financial Risk, Strategy, Real Estate, Sales, Process Improvement, Budgets, Insurance, Loans, Executive Management, Marketing, Contract Negotiation, Analysis
Education
Oglethorpe University 1984 — 1988
BBA, Accounting
Harrodsburg (KY) High School 1980 — 1984
Luis G. Diaz Luis G. Diaz's Wachovia Bank NA Experience May 1994 - November 2008
Job Branch Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank May 1995 - Present
WACHOVIA BANK, N.A. May 1994 - November 2008
Skills
Banking, Sales, Customer Retention, Project Management, Sales Process, Finance, Marketing Strategy, Management, Interviews, Loans, Cross Selling, Financial Services, Customer Service, Branch Management, Strategic Planning, Sales Management, Business Development, CRM, Leadership, Analysis, Credit
Education
Fairleigh Dickinson University 1991 — 1996
Bachelor of Science in Business Management
Wells Fargo Bank May 1995 - Present
WACHOVIA BANK, N.A. May 1994 - November 2008
Skills
Banking, Sales, Customer Retention, Project Management, Sales Process, Finance, Marketing Strategy, Management, Interviews, Loans, Cross Selling, Financial Services, Customer Service, Branch Management, Strategic Planning, Sales Management, Business Development, CRM, Leadership, Analysis, Credit
Education
Fairleigh Dickinson University 1991 — 1996
Bachelor of Science in Business Management
Sancho Mendoza Sancho Mendoza's Wachovia Bank NA Experience June 2005 - December 2006
Job .
Industry Banking
Experience
Customers Bank March 2015 - Present
Vanguard October 2014 - February 2015
Brink’s August 2012 - October 2013
Wachovia, A Wells Fargo Company March 2011 - January 2012
Wachovia Bank - A Wells Fargo Company December 2006 - March 2011
Wachovia Bank, N.A. June 2005 - December 2006
Wachovia Bank September 2001 - June 2005
Allied Banking Corporation 1994 - 2000
Skills
Treasury Management, Banking, Relationship Management, Treasury Services, Management, Customer Service, Sales, Customer Satisfaction, Cross Selling, Cash Management, Finance, Treasury, Leadership, ACH, Risk Management, Consultative Selling..., Loans, Process Improvement, Microsoft Excel, CRM, Business Analysis, Strategy, Account Management, Cold Calling
Education
De La Salle University 1990 — 1995
Bachelor's Degree
Customers Bank March 2015 - Present
Vanguard October 2014 - February 2015
Brink’s August 2012 - October 2013
Wachovia, A Wells Fargo Company March 2011 - January 2012
Wachovia Bank - A Wells Fargo Company December 2006 - March 2011
Wachovia Bank, N.A. June 2005 - December 2006
Wachovia Bank September 2001 - June 2005
Allied Banking Corporation 1994 - 2000
Skills
Treasury Management, Banking, Relationship Management, Treasury Services, Management, Customer Service, Sales, Customer Satisfaction, Cross Selling, Cash Management, Finance, Treasury, Leadership, ACH, Risk Management, Consultative Selling..., Loans, Process Improvement, Microsoft Excel, CRM, Business Analysis, Strategy, Account Management, Cold Calling
Education
De La Salle University 1990 — 1995
Bachelor's Degree
Vicki Hills's Wachovia Bank NA Experience April 2001 - January 2006
Job Experienced Wealth Mgt. Professional*Strong customer service skills*Adept at internal/external communications
Industry Financial Services
Experience
PNC Wealth Management October 2014 - Present
Maple Shade Schools September 2008 - June 2011
Woodbury Public Schools September 2006 - June 2008
Wachovia Bank, N.A. April 2001 - January 2006
Skills
Nonprofits, Leadership, Program Management, Strategic Planning, Project Management, Research, Public Speaking, Healthcare, Microsoft Office, Microsoft Word, PowerPoint
Education
Rowan University
Bachelor of Arts
Saint Joseph's University
21 Credits towards MBA
Northwestern University
National Graduate Trust School
Philadelphia Chamber of Commerce
Business on Board, Not for Profit Board Training
PNC Wealth Management October 2014 - Present
Maple Shade Schools September 2008 - June 2011
Woodbury Public Schools September 2006 - June 2008
Wachovia Bank, N.A. April 2001 - January 2006
Skills
Nonprofits, Leadership, Program Management, Strategic Planning, Project Management, Research, Public Speaking, Healthcare, Microsoft Office, Microsoft Word, PowerPoint
Education
Rowan University
Bachelor of Arts
Saint Joseph's University
21 Credits towards MBA
Northwestern University
National Graduate Trust School
Philadelphia Chamber of Commerce
Business on Board, Not for Profit Board Training
Barbara Soth Barbara Soth's Wachovia Bank NA Experience October 1979 - September 2005
Job Senior Trust Officer at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management October 2005 - Present
Wachovia Bank, N.A. October 1979 - September 2005
Skills
Trust Services, Trust Management, High Net Worth..., Wealth Management, Estate Planning, Special Needs Trust..., Elder Care, Loans, Retirement Planning, Asset Allocation, Wealth Management..., Retirement, Investment Advisory, Investment Strategies, Mutual Funds
Education
University of Baltimore
Bachelor of Arts (B.A.), Political Science and Government
University of Maryland Baltimore County
Certified Financial Planning
PNC Wealth Management October 2005 - Present
Wachovia Bank, N.A. October 1979 - September 2005
Skills
Trust Services, Trust Management, High Net Worth..., Wealth Management, Estate Planning, Special Needs Trust..., Elder Care, Loans, Retirement Planning, Asset Allocation, Wealth Management..., Retirement, Investment Advisory, Investment Strategies, Mutual Funds
Education
University of Baltimore
Bachelor of Arts (B.A.), Political Science and Government
University of Maryland Baltimore County
Certified Financial Planning
Brian L. White, MBA Brian L. White, MBA's Wachovia Bank NA Experience 2001 - 2008
Job Solutions Architect at B2R Finance L.P.
Industry Information Technology and Services
Experience
B2R Finance L.P. March 2015 - Present
TEK Systems October 2014 - February 2015
Wells Fargo Bank April 2014 - September 2014
TIAA-CREF / TEK Systems 2013 - 2014
TIAA-CREF / TEK Systems 2012 - 2013
HF Financial, Mass Mutual General Agency 2011 - 2012
Wells Fargo Bank, N.A. 2009 - 2011
Wachovia Bank, N.A. 2001 - 2008
First Union Bank, N.A. 1995 - 2001
Skills
SDLC, Analysis, Management, Project Management, Strategy, Strategic Planning, Team Building, Enterprise Software, Vendor Management, Integration, Executive Management, Risk Management, Business Analysis, Process Improvement, Business Development, Business Process, Software Development, Training, Financial Services, Program Management, Banking, Cross-functional Team..., Team Leadership, Technical Project..., Infrastructure Planning, IT Leadership, Solutions Delivery, Enterprise Technology, Requirements Analysis &..., Business Process..., Vendor Relations, Supplier Sourcing, Emerging Technologies, Technical Implementation, Software Testing, Quality Control, Process Improvements, Staff Training, Budgeting, Cost Reduction
Education
Mansfield University of Pennsylvania
Bachelor of Science, Information Sciences
University of Phoenix - Online Campus
Master of Business Administration (MBA), Business Administration
B2R Finance L.P. March 2015 - Present
TEK Systems October 2014 - February 2015
Wells Fargo Bank April 2014 - September 2014
TIAA-CREF / TEK Systems 2013 - 2014
TIAA-CREF / TEK Systems 2012 - 2013
HF Financial, Mass Mutual General Agency 2011 - 2012
Wells Fargo Bank, N.A. 2009 - 2011
Wachovia Bank, N.A. 2001 - 2008
First Union Bank, N.A. 1995 - 2001
Skills
SDLC, Analysis, Management, Project Management, Strategy, Strategic Planning, Team Building, Enterprise Software, Vendor Management, Integration, Executive Management, Risk Management, Business Analysis, Process Improvement, Business Development, Business Process, Software Development, Training, Financial Services, Program Management, Banking, Cross-functional Team..., Team Leadership, Technical Project..., Infrastructure Planning, IT Leadership, Solutions Delivery, Enterprise Technology, Requirements Analysis &..., Business Process..., Vendor Relations, Supplier Sourcing, Emerging Technologies, Technical Implementation, Software Testing, Quality Control, Process Improvements, Staff Training, Budgeting, Cost Reduction
Education
Mansfield University of Pennsylvania
Bachelor of Science, Information Sciences
University of Phoenix - Online Campus
Master of Business Administration (MBA), Business Administration
L.A. (Chip) Harris L.A. (Chip) Harris's Wachovia Bank NA Experience February 1996 - October 2006
Job Keller Williams Realty
Industry Real Estate
Experience
TradeCo, Inc. September 2011 - Present
Keller Williams Realty, Inc. June 2013 - August 2015
Carolina Bank October 2006 - October 2012
Carolina Bank 2006 - 2012
Wachovia Bank, N.A. February 1996 - October 2006
Skills
Skilled Relationship..., Credit Analysis, Credit Management, Portfolio Management, Managerial Skills, Communication Skills, Risk Management
Education
High Point University 1991 — 1995
Bachelor of Science (B.S.), Business, Psychology, Economics
TradeCo, Inc. September 2011 - Present
Keller Williams Realty, Inc. June 2013 - August 2015
Carolina Bank October 2006 - October 2012
Carolina Bank 2006 - 2012
Wachovia Bank, N.A. February 1996 - October 2006
Skills
Skilled Relationship..., Credit Analysis, Credit Management, Portfolio Management, Managerial Skills, Communication Skills, Risk Management
Education
High Point University 1991 — 1995
Bachelor of Science (B.S.), Business, Psychology, Economics
Jerome S. Nesbitt Jerome S. Nesbitt's Wachovia Bank NA Experience June 2007 - January 2009
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors, LLC November 2012 - Present
Wells Fargo January 2009 - June 2012
Wachovia Bank N.A. June 2007 - January 2009
Wachovia Bank, N.A. July 2005 - January 2007
Skills
Portfolio Management, Investments, Financial Services, Wealth Management, Asset Allocation, Personal Financial..., Insurance, Finance, Series 63, Strategy, Leadership, Equities
Education
South Carolina State University
Bachelor of Science (B.S.), Marketing
AXA Advisors, LLC November 2012 - Present
Wells Fargo January 2009 - June 2012
Wachovia Bank N.A. June 2007 - January 2009
Wachovia Bank, N.A. July 2005 - January 2007
Skills
Portfolio Management, Investments, Financial Services, Wealth Management, Asset Allocation, Personal Financial..., Insurance, Finance, Series 63, Strategy, Leadership, Equities
Education
South Carolina State University
Bachelor of Science (B.S.), Marketing
Carlton Lee Carlton Lee's Wachovia Bank NA Experience February 1990 - May 2009
Job Experienced Banker
Industry Financial Services
Experience
SunTrust Bank, N.A. March 2012 - Present
Wells Fargo Bank June 2009 - September 2011
Wachovia Bank, N.A. February 1990 - May 2009
Suntrust Bank, N.A. January 1989 - February 1990
Skills
Commercial Lending, Credit, Banking, Loans, Portfolio Management, Wealth Management, Private Banking, Real Estate, Credit Analysis, Commercial Banking, Small Business Lending, Investment Management, Credit Risk, Mortgage Lending, Loan Origination, Risk Management, Underwriting, Lines Of Credit
Education
Florida State University 1984 — 1985
MBA, General Business
Rutgers University-New Brunswick 1978 — 1981
Bachelor's degree, Business Economics - Philosophy
SunTrust Bank, N.A. March 2012 - Present
Wells Fargo Bank June 2009 - September 2011
Wachovia Bank, N.A. February 1990 - May 2009
Suntrust Bank, N.A. January 1989 - February 1990
Skills
Commercial Lending, Credit, Banking, Loans, Portfolio Management, Wealth Management, Private Banking, Real Estate, Credit Analysis, Commercial Banking, Small Business Lending, Investment Management, Credit Risk, Mortgage Lending, Loan Origination, Risk Management, Underwriting, Lines Of Credit
Education
Florida State University 1984 — 1985
MBA, General Business
Rutgers University-New Brunswick 1978 — 1981
Bachelor's degree, Business Economics - Philosophy
Christopher Norrito's Wachovia Bank NA Experience 2004 - 2005
Job Senior portfolio manager and underwriter in the asset based lending industry.
Industry Financial Services
Experience
EverBank May 2015 - Present
HVB Capital Credit September 2014 - May 2015
Keltic Financial Services / Ares Management June 2011 - September 2014
Business 2005 - May 2011
Wachovia Bank, N.A. 2004 - 2005
Transamerica 1998 - 2004
IBJ Schroder Business Credit Corporation 1995 - 1998
First Fidelity Bank 1988 - 1995
Congress Financial Corp 1986 - 1990
Skills
Credit Analysis, Financial Analysis, Financial Statement..., Credit, Asset Based Lending, Commercial Lending, Legal Documentation, Loan Structuring, Relationship Management, Commercial Finance, Structured Finance, Portfolio Management, Loans, Finance, Financial Risk, Cash Flow, Credit Risk, Cash Management, Underwriting, Due Diligence, Financial Structuring, Commercial Banking, Small Business Lending, Corporate Finance, Financial Services, Banking, Funding, Lines Of Credit, Working Capital..., Syndications, Treasury Management, Liquidation, Risk Management, Workout, Cash Flow Forecasting, Cash Flow Lending, Loan Origination, Factoring, Managerial Finance, Bankruptcy, Accounts Receivable, Mergers, Debt, Risk, Restructuring, Commercial Mortgages, Asset, Compliance, Letters of Credit, Internal Controls
Education
Indiana University Bloomington 1982 — 1986
Bachelor of Science, Accounting
EverBank May 2015 - Present
HVB Capital Credit September 2014 - May 2015
Keltic Financial Services / Ares Management June 2011 - September 2014
Business 2005 - May 2011
Wachovia Bank, N.A. 2004 - 2005
Transamerica 1998 - 2004
IBJ Schroder Business Credit Corporation 1995 - 1998
First Fidelity Bank 1988 - 1995
Congress Financial Corp 1986 - 1990
Skills
Credit Analysis, Financial Analysis, Financial Statement..., Credit, Asset Based Lending, Commercial Lending, Legal Documentation, Loan Structuring, Relationship Management, Commercial Finance, Structured Finance, Portfolio Management, Loans, Finance, Financial Risk, Cash Flow, Credit Risk, Cash Management, Underwriting, Due Diligence, Financial Structuring, Commercial Banking, Small Business Lending, Corporate Finance, Financial Services, Banking, Funding, Lines Of Credit, Working Capital..., Syndications, Treasury Management, Liquidation, Risk Management, Workout, Cash Flow Forecasting, Cash Flow Lending, Loan Origination, Factoring, Managerial Finance, Bankruptcy, Accounts Receivable, Mergers, Debt, Risk, Restructuring, Commercial Mortgages, Asset, Compliance, Letters of Credit, Internal Controls
Education
Indiana University Bloomington 1982 — 1986
Bachelor of Science, Accounting
Christopher D. Carter, CFA Christopher D. Carter, CFA's Wachovia Bank NA Experience October 1994 - September 1998
Job Director, Portfolio Manager at Seix Investment Advisors LLC
Industry Investment Management
Experience
Seix Investment Advisors LLC July 2003 - Present
Evergreen Investments January 2002 - July 2003
Wachovia Asset Management September 1998 - January 2002
Wachovia Bank, N.A. October 1994 - September 1998
Integon Corporation October 1991 - October 1994
Skills
Fixed Income, Portfolio Management, Trading, Bonds, Mutual Funds, Investments, Securities, Asset Management
Education
University of North Carolina at Greensboro 1996 — 1999
Master of Business Administration (M.B.A.)
Elon University 1987 — 1991
Bachelor of Science (B.S.), Business Administration-Finance
Seix Investment Advisors LLC July 2003 - Present
Evergreen Investments January 2002 - July 2003
Wachovia Asset Management September 1998 - January 2002
Wachovia Bank, N.A. October 1994 - September 1998
Integon Corporation October 1991 - October 1994
Skills
Fixed Income, Portfolio Management, Trading, Bonds, Mutual Funds, Investments, Securities, Asset Management
Education
University of North Carolina at Greensboro 1996 — 1999
Master of Business Administration (M.B.A.)
Elon University 1987 — 1991
Bachelor of Science (B.S.), Business Administration-Finance
Susan Dardes Susan Dardes's Wachovia Bank NA Experience June 1997 - July 2002
Job Attorney | Financial Services Professional
Industry Financial Services
Experience
Bucks County Bar Association March 2015 - Present
The Glenmede Trust Company, N.A. August 2002 - September 2013
Wachovia Bank, N.A. June 1997 - July 2002
Skills
Wealth Management, Wealth, Trust Services, Financial Services, High Net Worth..., Wealth Management..., Asset Management, Public Speaking, Legal Contract Review, Relationship Management, Fiduciary Management, Legal, Non-profit Board..., Charities, Legal Writing, Charity Governance, Finance, Trusts, NextGen, Mentoring, Trust Management, Manage Client..., Team Building, Network Administration, Personal Finance, Multi-generational..., Compliance, Non-profit Volunteer, Business Retention, Legal Documents, Board of Directors, Charity Work, Charitable Remainder..., Social Services, Planned Giving, Philanthropy, Investment Advisory, Investment Management, Arbitration, Negotiation, Legal Opinions, Non-profit Leadership, Relationship Building
Education
Gettysburg College
Bachelor's Degree, Political Science and Government
University of Richmond School of Law
Juris Doctor (J.D.), Law
Bucks County Bar Association March 2015 - Present
The Glenmede Trust Company, N.A. August 2002 - September 2013
Wachovia Bank, N.A. June 1997 - July 2002
Skills
Wealth Management, Wealth, Trust Services, Financial Services, High Net Worth..., Wealth Management..., Asset Management, Public Speaking, Legal Contract Review, Relationship Management, Fiduciary Management, Legal, Non-profit Board..., Charities, Legal Writing, Charity Governance, Finance, Trusts, NextGen, Mentoring, Trust Management, Manage Client..., Team Building, Network Administration, Personal Finance, Multi-generational..., Compliance, Non-profit Volunteer, Business Retention, Legal Documents, Board of Directors, Charity Work, Charitable Remainder..., Social Services, Planned Giving, Philanthropy, Investment Advisory, Investment Management, Arbitration, Negotiation, Legal Opinions, Non-profit Leadership, Relationship Building
Education
Gettysburg College
Bachelor's Degree, Political Science and Government
University of Richmond School of Law
Juris Doctor (J.D.), Law
Richard Britzius, J.D. Richard Britzius, J.D.'s Wachovia Bank NA Experience November 1990 - May 2000
Job WM Sr. Trust AdministratorTangible Personal Property Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2013 - Present
Reliance Trust Company January 2008 - May 2012
Bank of America March 2003 - January 2008
Prudential Savings Bank, FSB May 2000 - March 2003
Wachovia Bank, N.A. November 1990 - May 2000
Skills
Trust Management, Trust Services, Wealth Management, Investment Management, Estate Planning, Asset Allocation, Investments, Asset Managment, Strategic Financial..., Portfolio Management, Risk Management, Philanthropy, Charitable Trusts, Revocable Trusts, Multi-generational..., Document Review, Estate Tax Planning, Loans, Mutual Funds, Securities, High Net Worth..., Wealth Management..., Investment Advisory, Financial Advisory, Trusts, Alternative Investments, Insurance, Financial Services, Asset Management, Personal Trust...
Education
University of Arizona, James E. Rogers College of Law 1978 — 1981
Doctor of Law (J.D.), Law
The University of South Dakota 1973 — 1977
B.S.B.Ad., Accounting
Wells Fargo May 2013 - Present
Reliance Trust Company January 2008 - May 2012
Bank of America March 2003 - January 2008
Prudential Savings Bank, FSB May 2000 - March 2003
Wachovia Bank, N.A. November 1990 - May 2000
Skills
Trust Management, Trust Services, Wealth Management, Investment Management, Estate Planning, Asset Allocation, Investments, Asset Managment, Strategic Financial..., Portfolio Management, Risk Management, Philanthropy, Charitable Trusts, Revocable Trusts, Multi-generational..., Document Review, Estate Tax Planning, Loans, Mutual Funds, Securities, High Net Worth..., Wealth Management..., Investment Advisory, Financial Advisory, Trusts, Alternative Investments, Insurance, Financial Services, Asset Management, Personal Trust...
Education
University of Arizona, James E. Rogers College of Law 1978 — 1981
Doctor of Law (J.D.), Law
The University of South Dakota 1973 — 1977
B.S.B.Ad., Accounting
John C. Torres JT John C. Torres JT's Wachovia Bank NA Experience August 2007 - June 2010
Job Bank ManagerWells Fargo/OwnerROCKADIVE AUSTIN LLC
Industry Banking
Experience
Wells Fargo Bank, NA August 2007 - Present
Wachovia Bank, N.A. August 2007 - June 2010
KEYE-TV 2003 - 2008
Edward Jones May 2007 - August 2007
Barton Creek Resort & Spa August 2005 - May 2007
Four Seasons Hotels and Resorts 1996 - 2005
Skills
Advertising, Financial Analysis, Strategic Financial..., Forecasting, Banking, Investments, Customer Service, Sales, Budget, Sales Management, Profit, Marketing, Credit, Coaching, Insurance, Team Building, Retail, Strategic Planning, Loans, Team Leadership
Education
Texas State University 1994 — 1995
Advertising
Tarrant County College 1992 — 1994
General Academics
Wells Fargo Bank, NA August 2007 - Present
Wachovia Bank, N.A. August 2007 - June 2010
KEYE-TV 2003 - 2008
Edward Jones May 2007 - August 2007
Barton Creek Resort & Spa August 2005 - May 2007
Four Seasons Hotels and Resorts 1996 - 2005
Skills
Advertising, Financial Analysis, Strategic Financial..., Forecasting, Banking, Investments, Customer Service, Sales, Budget, Sales Management, Profit, Marketing, Credit, Coaching, Insurance, Team Building, Retail, Strategic Planning, Loans, Team Leadership
Education
Texas State University 1994 — 1995
Advertising
Tarrant County College 1992 — 1994
General Academics
Derrick Craig, CFA Derrick Craig, CFA's Wachovia Bank NA Experience June 1997 - March 1999
Job Senior Financial Specialist at Landis+Gyr
Industry Utilities
Experience
Landis+Gyr December 2014 - Present
Mansfield Oil Company May 2014 - December 2014
Electric Cities of Georgia September 2011 - December 2013
Southern Company August 2007 - September 2011
Baltimore Gas & Electric June 2002 - September 2005
Mirant April 1999 - February 2002
Wachovia Bank, N.A. June 1997 - March 1999
Danaher May 1996 - August 1996
Southern Company May 1991 - August 1995
Honeywell Technology Solutions, Inc. June 1990 - September 1990
Education
University of Virginia - Darden Graduate School of Business Administration 1995 — 1997
Masters, Business Administration
Georgia Institute of Technology 1986 — 1991
Bachelors, Electrical Engineering
Landis+Gyr December 2014 - Present
Mansfield Oil Company May 2014 - December 2014
Electric Cities of Georgia September 2011 - December 2013
Southern Company August 2007 - September 2011
Baltimore Gas & Electric June 2002 - September 2005
Mirant April 1999 - February 2002
Wachovia Bank, N.A. June 1997 - March 1999
Danaher May 1996 - August 1996
Southern Company May 1991 - August 1995
Honeywell Technology Solutions, Inc. June 1990 - September 1990
Education
University of Virginia - Darden Graduate School of Business Administration 1995 — 1997
Masters, Business Administration
Georgia Institute of Technology 1986 — 1991
Bachelors, Electrical Engineering
Lee Keesler Lee Keesler's Wachovia Bank NA Experience April 1999 - September 2004
Job CEO at Charlotte Mecklenburg Library
Industry Financial Services
Experience
Charlotte Mecklenburg Library July 2012 - Present
Barry, Evans, Josephs & Snipes (BEJS) February 2011 - June 2012
Arts & Science Council of Charlotte-Mecklenburg October 2004 - June 2009
Wachovia Bank, N.A. April 1999 - September 2004
First Union National Bank July 1990 - March 1999
Skills
Banking, New Business Development, Executive Management, Microsoft Excel, Marketing Strategy, Strategic Financial..., Business Planning, Sales Management
Education
Wake Forest University Schools of Business 1977 — 1979
MBA, General Management
Duke University 1972 — 1976
B. A., Economics
Charlotte Mecklenburg Library July 2012 - Present
Barry, Evans, Josephs & Snipes (BEJS) February 2011 - June 2012
Arts & Science Council of Charlotte-Mecklenburg October 2004 - June 2009
Wachovia Bank, N.A. April 1999 - September 2004
First Union National Bank July 1990 - March 1999
Skills
Banking, New Business Development, Executive Management, Microsoft Excel, Marketing Strategy, Strategic Financial..., Business Planning, Sales Management
Education
Wake Forest University Schools of Business 1977 — 1979
MBA, General Management
Duke University 1972 — 1976
B. A., Economics
Brett Moss Brett Moss's Wachovia Bank NA Experience November 2006 - May 2008
Job HFF
Industry Financial Services
Experience
HFF February 2015 - Present
BMO Harris Bank July 2013 - January 2015
BMO-Harris Bank, N.A. January 2012 - July 2013
M&I Bank December 2010 - January 2012
M&I Bank March 2010 - December 2010
Florida Bank of Commerce August 2008 - October 2009
Wachovia Bank, N.A. November 2006 - May 2008
Skills
Real Estate, Mergers & Acquisitions, Commercial Lending, Credit Analysis, Loans, Commercial Real Estate, Private Equity, Portfolio Management, Asset Management, Real Estate Economics, Credit, Due Diligence, Real Estate Financing, Investments, Valuation, Loan Origination, Commercial Banking, Underwriting, Mortgage Lending, Disposition, Banking, Finance, Brokerage
Education
Southern Methodist University - Cox School of Business 1999 — 2003
BS, Accounting
HFF February 2015 - Present
BMO Harris Bank July 2013 - January 2015
BMO-Harris Bank, N.A. January 2012 - July 2013
M&I Bank December 2010 - January 2012
M&I Bank March 2010 - December 2010
Florida Bank of Commerce August 2008 - October 2009
Wachovia Bank, N.A. November 2006 - May 2008
Skills
Real Estate, Mergers & Acquisitions, Commercial Lending, Credit Analysis, Loans, Commercial Real Estate, Private Equity, Portfolio Management, Asset Management, Real Estate Economics, Credit, Due Diligence, Real Estate Financing, Investments, Valuation, Loan Origination, Commercial Banking, Underwriting, Mortgage Lending, Disposition, Banking, Finance, Brokerage
Education
Southern Methodist University - Cox School of Business 1999 — 2003
BS, Accounting
Matthew Kalajian, CFP® Matthew Kalajian, CFP®'s Wachovia Bank NA Experience January 2003 - June 2005
Job Financial/Wealth Advisor at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC July 2006 - Present
Bank of America Private Bank July 2005 - July 2006
Wachovia Bank, N.A. January 2003 - June 2005
Central Carolina Bank October 1999 - December 2002
New York Life Insurance Company October 1998 - July 1999
Skills
Microsoft Excel, Finance, Employee Benefits, Loans, Insurance, Retirement Planning, Financial Analysis, Mortgage Lending, Strategic Financial..., Accounting, Portfolio Management, Estate Planning, Business Analysis, Banking, Sales, Outlook, Life Insurance, Budgets, Financial Planners, Risk Management, Small Business, Financial Advisory, Retirement, Management, Investments, Strategy, Financial Risk, Wealth Management, Series 7, Investment Advisory, Uniform Combined State..., Mutual Funds, Asset Allocation, Investment Strategies, Securities
Education
Dale Carnegie
Dale Carnegie
Dale Carnegie
Elon College 1995 — 1998
BA, Communications, English Literature
Queens University of Charlotte 2003 — 2005
Financial Planner Program at Queens
Janney Montgomery Scott LLC July 2006 - Present
Bank of America Private Bank July 2005 - July 2006
Wachovia Bank, N.A. January 2003 - June 2005
Central Carolina Bank October 1999 - December 2002
New York Life Insurance Company October 1998 - July 1999
Skills
Microsoft Excel, Finance, Employee Benefits, Loans, Insurance, Retirement Planning, Financial Analysis, Mortgage Lending, Strategic Financial..., Accounting, Portfolio Management, Estate Planning, Business Analysis, Banking, Sales, Outlook, Life Insurance, Budgets, Financial Planners, Risk Management, Small Business, Financial Advisory, Retirement, Management, Investments, Strategy, Financial Risk, Wealth Management, Series 7, Investment Advisory, Uniform Combined State..., Mutual Funds, Asset Allocation, Investment Strategies, Securities
Education
Dale Carnegie
Dale Carnegie
Dale Carnegie
Elon College 1995 — 1998
BA, Communications, English Literature
Queens University of Charlotte 2003 — 2005
Financial Planner Program at Queens
George Cotto, J.D., CTFA George Cotto, J.D., CTFA's Wachovia Bank NA Experience June 2005 - December 2008
Job
Industry Financial Services
Experience
Wells Fargo Bank, N.A. January 2011 - Present
Wells Fargo Bank, N.A. January 2009 - January 2011
Wachovia Bank, N.A. June 2005 - December 2008
Wachovia Bank, N.A. June 2004 - May 2005
Merrill Lynch Trust Company, FSB December 1997 - June 2004
Florida Legislature May 1994 - August 1997
Skills
Wealth Management, Asset Allocation, Risk Management, Personal Trust..., Investments, Banking, Financial Risk, Financial Advisory, Trusts, Management, Auditing, Training, Real Estate, Accounting, Asset Management, Securities, Mutual Funds, Portfolio Management, Retirement Planning, Trust Services, Wealth Management..., Estate Planning, Series 7, Strategic Financial..., Investment Advisory, Investment Management
Education
Florida Coastal School of Law 1997 — 2002
J.D.
Florida State University
BA
New York University
Wells Fargo Bank, N.A. January 2011 - Present
Wells Fargo Bank, N.A. January 2009 - January 2011
Wachovia Bank, N.A. June 2005 - December 2008
Wachovia Bank, N.A. June 2004 - May 2005
Merrill Lynch Trust Company, FSB December 1997 - June 2004
Florida Legislature May 1994 - August 1997
Skills
Wealth Management, Asset Allocation, Risk Management, Personal Trust..., Investments, Banking, Financial Risk, Financial Advisory, Trusts, Management, Auditing, Training, Real Estate, Accounting, Asset Management, Securities, Mutual Funds, Portfolio Management, Retirement Planning, Trust Services, Wealth Management..., Estate Planning, Series 7, Strategic Financial..., Investment Advisory, Investment Management
Education
Florida Coastal School of Law 1997 — 2002
J.D.
Florida State University
BA
New York University
Kimberly Friedrichs Kimberly Friedrichs's Wachovia Bank NA Experience September 1983 - July 2009
Job Student Services Associate II at Kennesaw State University Office of Student Financial Aid
Industry Financial Services
Experience
Kennesaw State University May 2011 - Present
Hickory Flat Elementary School July 2009 - May 2011
Wachovia Bank, N.A. September 1983 - July 2009
Skills
Sales Process, Customer Satisfaction, Series 6, Series 63, Training, Loan Origination, Management, Investments, Customer Service, Finance, Banking, Customer Retention, Team Building, Time Management, Retail Banking, Microsoft Office, Credit
Education
Miami University 1980 — 1983
Bachelor of Science, Retailing
Kennesaw State University May 2011 - Present
Hickory Flat Elementary School July 2009 - May 2011
Wachovia Bank, N.A. September 1983 - July 2009
Skills
Sales Process, Customer Satisfaction, Series 6, Series 63, Training, Loan Origination, Management, Investments, Customer Service, Finance, Banking, Customer Retention, Team Building, Time Management, Retail Banking, Microsoft Office, Credit
Education
Miami University 1980 — 1983
Bachelor of Science, Retailing
Michael Phillip Norrington Matthews's Wachovia Bank NA Experience August 2009 - November 2009
Job Institutional Services Consultant at LPL Financial
Industry Hospital & Health Care
Experience
Bethel A.M.E. Zion Church December 2013 - Present
Bethel A.M.E. Zion Church December 2013 - Present
LPL Financial June 2013 - Present
Matthews Inspection Agency, LLC. February 2010 - Present
Norrington A.M.E. Zion Church June 2009 - November 2013
Norrington A.M.E. Zion Church November 2007 - November 2013
The Lash Group August 2012 - June 2013
ACN Telecommunications March 2010 - July 2012
Wachovia Bank, N.A. August 2009 - November 2009
College Foundation of North Carolina June 2009 - July 2009
Skills
Public Speaking, Leadership, Teaching, Team Building, Training, Customer Service, Microsoft Office, Strategic Planning, Coaching, Team Leadership, Leadership Development, Program Management, Project Management, Process Improvement, Microsoft Excel, Nonprofits, Community Outreach, Management
Education
Western Governors University 2013 — 2014
Master of Business Administration (MBA), Management and Strategy
Norwich University 2009 — 2011
Masters of Science, Organizational Leadership
Hood Theological Seminary 2008 — 2009
Divinity, Theology, Religious History
Pfeiffer University 2005 — 2007
BA, History
Western Carolina University 2004 — 2005
History Major
Pinecrest High School 2000 — 2004
International Baccalaureate Diploma, History, Music Theory, Drama
Bethel A.M.E. Zion Church December 2013 - Present
Bethel A.M.E. Zion Church December 2013 - Present
LPL Financial June 2013 - Present
Matthews Inspection Agency, LLC. February 2010 - Present
Norrington A.M.E. Zion Church June 2009 - November 2013
Norrington A.M.E. Zion Church November 2007 - November 2013
The Lash Group August 2012 - June 2013
ACN Telecommunications March 2010 - July 2012
Wachovia Bank, N.A. August 2009 - November 2009
College Foundation of North Carolina June 2009 - July 2009
Skills
Public Speaking, Leadership, Teaching, Team Building, Training, Customer Service, Microsoft Office, Strategic Planning, Coaching, Team Leadership, Leadership Development, Program Management, Project Management, Process Improvement, Microsoft Excel, Nonprofits, Community Outreach, Management
Education
Western Governors University 2013 — 2014
Master of Business Administration (MBA), Management and Strategy
Norwich University 2009 — 2011
Masters of Science, Organizational Leadership
Hood Theological Seminary 2008 — 2009
Divinity, Theology, Religious History
Pfeiffer University 2005 — 2007
BA, History
Western Carolina University 2004 — 2005
History Major
Pinecrest High School 2000 — 2004
International Baccalaureate Diploma, History, Music Theory, Drama
Thom Eagan Thom Eagan's Wachovia Bank NA Experience September 1973 - June 2007
Job Retired at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2007 - Present
Wachovia Bank, N.A. September 1973 - June 2007
Retired June 1966 - June 2007
/Wells Fargo/Wachovia /SouthTrust 1993 - 2007
SouthTrust Bank 1995 - 2005
Skills
Small Business Lending, Commercial Banking, Banking, Credit, Loans, Credit Analysis, Underwriting, Portfolio Management, Mortgage Lending, Consumer Lending, Risk Management, Financial Analysis, Relationship Management, Commercial Lending, Commercial Mortgages, Lines Of Credit, Real Estate, Loan Origination
Education
L.S.U.
Graduate School of Banking of the South
University of Oklahoma
National Commercial Lending School
University of Oklahoma
National Graduate Commercial Lending School
Wells Fargo June 2007 - Present
Wachovia Bank, N.A. September 1973 - June 2007
Retired June 1966 - June 2007
/Wells Fargo/Wachovia /SouthTrust 1993 - 2007
SouthTrust Bank 1995 - 2005
Skills
Small Business Lending, Commercial Banking, Banking, Credit, Loans, Credit Analysis, Underwriting, Portfolio Management, Mortgage Lending, Consumer Lending, Risk Management, Financial Analysis, Relationship Management, Commercial Lending, Commercial Mortgages, Lines Of Credit, Real Estate, Loan Origination
Education
L.S.U.
Graduate School of Banking of the South
University of Oklahoma
National Commercial Lending School
University of Oklahoma
National Graduate Commercial Lending School
Gregory A. Blalock Gregory A. Blalock's Wachovia Bank NA Experience May 2006 - July 2008
Job Senior Product Manager at Sirius XM Connected Vehicle Services Inc.
Industry Information Services
Experience
Sirius XM Radio Inc. October 2013 - Present
Brink’s, Incorporated January 2013 - October 2013
Brink's Incorporated July 2008 - January 2013
Brink's, Incorporated July 2010 - January 2012
The Batwa Development Program July 2008 - July 2008
Wachovia Bank, N.A. May 2006 - July 2008
The Bwindi Community Hospital April 2007 - April 2007
First Union National Bank (Merged with Wachovia Bank in 2002) January 2002 - May 2006
First Union National Bank (Merged with Wachovia Bank in 2002) September 2000 - January 2002
SouthTrust Bank, N.A. (Purchased by Wachovia Bank in 2005) August 1997 - August 2000
Skills
Process Mapping, Process Improvement, Solution Design, Business Analysis, Business Requirements, New Product Ideation, Product Development, Product Enhancement, Pricing, Pricing Strategy, Operational Planning, Operations, Training, Train the Trainer..., Train the Trainer..., Product Management, Solution Architecture, Income Statement, Logistics, Integration, Strategy, Resource Management, Supply Chain, Vendor Management, Program Management, Business Process Mapping, Supply Chain Management, Cross-functional Team..., Leadership, Risk Management, Sales, Operations Management, Strategic Planning, Management, Analysis, Business Planning, Sales Operations, Team Building, Business Process, Security, SDLC, Continuous Improvement, Software Documentation, New Business Development, P&L Management, Customer Satisfaction, Business Process..., Business Strategy, CRM, Change Management
Education
The Citadel 1991 — 1995
BS, Business Administration
Fork Union Military Academy 1988 — 1991
Diploma, College Preparatory Studies
Sirius XM Radio Inc. October 2013 - Present
Brink’s, Incorporated January 2013 - October 2013
Brink's Incorporated July 2008 - January 2013
Brink's, Incorporated July 2010 - January 2012
The Batwa Development Program July 2008 - July 2008
Wachovia Bank, N.A. May 2006 - July 2008
The Bwindi Community Hospital April 2007 - April 2007
First Union National Bank (Merged with Wachovia Bank in 2002) January 2002 - May 2006
First Union National Bank (Merged with Wachovia Bank in 2002) September 2000 - January 2002
SouthTrust Bank, N.A. (Purchased by Wachovia Bank in 2005) August 1997 - August 2000
Skills
Process Mapping, Process Improvement, Solution Design, Business Analysis, Business Requirements, New Product Ideation, Product Development, Product Enhancement, Pricing, Pricing Strategy, Operational Planning, Operations, Training, Train the Trainer..., Train the Trainer..., Product Management, Solution Architecture, Income Statement, Logistics, Integration, Strategy, Resource Management, Supply Chain, Vendor Management, Program Management, Business Process Mapping, Supply Chain Management, Cross-functional Team..., Leadership, Risk Management, Sales, Operations Management, Strategic Planning, Management, Analysis, Business Planning, Sales Operations, Team Building, Business Process, Security, SDLC, Continuous Improvement, Software Documentation, New Business Development, P&L Management, Customer Satisfaction, Business Process..., Business Strategy, CRM, Change Management
Education
The Citadel 1991 — 1995
BS, Business Administration
Fork Union Military Academy 1988 — 1991
Diploma, College Preparatory Studies
Nadine McGonigal Nadine McGonigal's Wachovia Bank NA Experience May 2006 - Present
Job Trust Associate at Wachovia Bank, N.A.
Industry Banking
Experience
Wachovia Bank, N.A. May 2006 - Present
Education
Peirce College 2004 — 2007
BS
Consolidated School of Business 1996 — 1998
Associates
Wachovia Bank, N.A. May 2006 - Present
Education
Peirce College 2004 — 2007
BS
Consolidated School of Business 1996 — 1998
Associates
Emily Allee Emily Allee's Wachovia Bank NA Experience 2001 - 2008
Job Cataloging Technical Assistant at Samford University
Industry Higher Education
Experience
Samford University 2012 - Present
Samford University 2009 - 2012
Birmingham Museum of Art 2010 - 2010
Samford University 2008 - 2009
Wachovia Bank, N.A. 2001 - 2008
Skills
Cataloging, Library, Library Instruction, Research, Higher Education, Teaching, Libraries, Library Science, Information Literacy
Education
University of Alabama 2008 — 2010
Master of Library & Information Science (MLIS)
University of Alabama 1995 — 1997
Bachelor of Science (B.S.), Mathematics
Gadsden State Community College 1993 — 1995
Mathematics
Samford University 2012 - Present
Samford University 2009 - 2012
Birmingham Museum of Art 2010 - 2010
Samford University 2008 - 2009
Wachovia Bank, N.A. 2001 - 2008
Skills
Cataloging, Library, Library Instruction, Research, Higher Education, Teaching, Libraries, Library Science, Information Literacy
Education
University of Alabama 2008 — 2010
Master of Library & Information Science (MLIS)
University of Alabama 1995 — 1997
Bachelor of Science (B.S.), Mathematics
Gadsden State Community College 1993 — 1995
Mathematics
Perry C. Barnett Perry C. Barnett's Wachovia Bank NA Experience August 1990 - December 1995
Job Member, Rushton & Company, LLC
Industry Accounting
Experience
Rushton & Company, LLC May 2002 - Present
Alexander, Almand & Tillman, LLP December 1995 - May 2002
Wachovia Bank, N.A. August 1990 - December 1995
Skills
Tax, Auditing, Corporate Tax, US GAAP, Income Tax, Tax Preparation, CPA, Accounting, Small Business, Sales Tax, IFRS, Tax Accounting, International Tax, Tax Advisory, Tax Returns, Internal Controls, GAAP, Partnership Taxation, Financial Statements, QuickBooks, Financial Accounting, Financial Reporting, Cash Flow, Finance, Assurance, Banking, Business Valuation, International Business, International Auditing
Education
Georgia State University 1992 — 1995
Masters, Taxation
Georgia Southern University 1986 — 1988
BBA, Accounting
Coffee High School
Rushton & Company, LLC May 2002 - Present
Alexander, Almand & Tillman, LLP December 1995 - May 2002
Wachovia Bank, N.A. August 1990 - December 1995
Skills
Tax, Auditing, Corporate Tax, US GAAP, Income Tax, Tax Preparation, CPA, Accounting, Small Business, Sales Tax, IFRS, Tax Accounting, International Tax, Tax Advisory, Tax Returns, Internal Controls, GAAP, Partnership Taxation, Financial Statements, QuickBooks, Financial Accounting, Financial Reporting, Cash Flow, Finance, Assurance, Banking, Business Valuation, International Business, International Auditing
Education
Georgia State University 1992 — 1995
Masters, Taxation
Georgia Southern University 1986 — 1988
BBA, Accounting
Coffee High School
Linda Beerman's Wachovia Bank NA Experience August 1978 - December 2001
Job Managing Director at Atlantic Trust Private Wealth Management
Industry Investment Management
Experience
Atlantic Trust Private Wealth Management 2001 - Present
Wachovia Bank, N.A. August 1978 - December 2001
Education
Wake Forest University School of Law 1975 — 1978
JD
Denison University 1968 — 1972
BA, English
Atlantic Trust Private Wealth Management 2001 - Present
Wachovia Bank, N.A. August 1978 - December 2001
Education
Wake Forest University School of Law 1975 — 1978
JD
Denison University 1968 — 1972
BA, English
Paul Shega Paul Shega's Wachovia Bank NA Experience September 1996 - March 2002
Job Pilot at NetJets
Industry Aviation & Aerospace
Experience
NetJets October 2002 - Present
Wachovia Bank, N.A. September 1996 - March 2002
U.S. Army 1974 - 1996
Skills
Commercial Pilot, Aircraft, Commercial Aviation, Flight Safety, Piloting, Aviation, Military, Army, Military Operations, Helicopters, National Security, Flights, Military Experience, DoD, Operational Planning, Security Clearance, Type Rating, Top Secret, Crew Resource Management, Weapons, Airlines, Aircraft Maintenance, Flight Planning, Air Force, Force Protection, ATP, Airplane, Multi-engine, Military Aviation, Charter, Command, Human Factors, Airports, Business Aviation, CFI, Flight Training, A&P, Airport Management, Airworthiness, Flight Test, PowerPlant, General Aviation, Ground Instructor, Instrument Rating, Avionics, Helicopter Operations, Flight Simulation, Civil Aviation, Reconnaissance, Aeronautics
Education
Embry-Riddle Aeronautical University 1977 — 1980
B.S., Aeronautics
Embry-Riddle Aeronautical University 1977 — 1980
B.S., Aeronautics
NetJets October 2002 - Present
Wachovia Bank, N.A. September 1996 - March 2002
U.S. Army 1974 - 1996
Skills
Commercial Pilot, Aircraft, Commercial Aviation, Flight Safety, Piloting, Aviation, Military, Army, Military Operations, Helicopters, National Security, Flights, Military Experience, DoD, Operational Planning, Security Clearance, Type Rating, Top Secret, Crew Resource Management, Weapons, Airlines, Aircraft Maintenance, Flight Planning, Air Force, Force Protection, ATP, Airplane, Multi-engine, Military Aviation, Charter, Command, Human Factors, Airports, Business Aviation, CFI, Flight Training, A&P, Airport Management, Airworthiness, Flight Test, PowerPlant, General Aviation, Ground Instructor, Instrument Rating, Avionics, Helicopter Operations, Flight Simulation, Civil Aviation, Reconnaissance, Aeronautics
Education
Embry-Riddle Aeronautical University 1977 — 1980
B.S., Aeronautics
Embry-Riddle Aeronautical University 1977 — 1980
B.S., Aeronautics
Scot Harrison Scot Harrison's Wachovia Bank NA Experience June 1995 - December 1999
Job Financial Manager at BB&T
Industry Financial Services
Experience
BB&T July 2015 - Present
BB&T December 1999 - Present
One Valley Bank, N.A. December 1999 - November 2000
Wachovia Bank, N.A. June 1995 - December 1999
GE Capital Claims Services May 1993 - December 1994
Skills
Banking, Leadership, Portfolio Management, Financial Analysis, Mortgage Lending, Building High..., Sales Presentations, Sales Management, Strategic Hiring, Public Speaking, High Performance Teams, Small Business Lending, Small Business, Competitive Analysis, Investments, Mergers & Acquisitions, Retail, Sales, Insurance, Commercial Lending, Management, Cold Calling, New Business Development, Finance, Strategic Planning, Team Building, Consumer Lending, Business Development, Account Management, Budgets, Credit, Real Estate, Coaching, Marketing, Negotiation, Credit Analysis, Contract Negotiation, Customer Service
Education
North Carolina State University 1991 — 1995
Bachelor of Arts (B.A.), Business Management
BB&T July 2015 - Present
BB&T December 1999 - Present
One Valley Bank, N.A. December 1999 - November 2000
Wachovia Bank, N.A. June 1995 - December 1999
GE Capital Claims Services May 1993 - December 1994
Skills
Banking, Leadership, Portfolio Management, Financial Analysis, Mortgage Lending, Building High..., Sales Presentations, Sales Management, Strategic Hiring, Public Speaking, High Performance Teams, Small Business Lending, Small Business, Competitive Analysis, Investments, Mergers & Acquisitions, Retail, Sales, Insurance, Commercial Lending, Management, Cold Calling, New Business Development, Finance, Strategic Planning, Team Building, Consumer Lending, Business Development, Account Management, Budgets, Credit, Real Estate, Coaching, Marketing, Negotiation, Credit Analysis, Contract Negotiation, Customer Service
Education
North Carolina State University 1991 — 1995
Bachelor of Arts (B.A.), Business Management
Ron Carpenter Ron Carpenter's Wachovia Bank NA Experience October 2006 - June 2010
Job Banking Direct Team Leader, MidAtlantic & Northeast Regions, Wells Fargo Wealth Management
Industry Banking
Experience
Wells Fargo Bank, N.A. June 2011 - Present
Wells Fargo Bank, N.A. June 2010 - June 2011
Wachovia Bank, N.A. October 2006 - June 2010
Wachovia Bank December 1999 - October 2006
First Union National Bank January 1999 - December 1999
Education
University of Mississippi 1981 — 1982
BA, Business Advertising
The University of Southern Mississippi 1977 — 1980
Journalism/Political Science/English/History/German
Wells Fargo Bank, N.A. June 2011 - Present
Wells Fargo Bank, N.A. June 2010 - June 2011
Wachovia Bank, N.A. October 2006 - June 2010
Wachovia Bank December 1999 - October 2006
First Union National Bank January 1999 - December 1999
Education
University of Mississippi 1981 — 1982
BA, Business Advertising
The University of Southern Mississippi 1977 — 1980
Journalism/Political Science/English/History/German
Toni Hogan, MBA Toni Hogan, MBA's Wachovia Bank NA Experience April 2005 - February 2009
Job Transformation Leader “Catalyst for Change” ... expert in influencing and selling the global vision
Industry Information Technology and Services
Experience
Wells Fargo July 2012 - Present
Wells Fargo March 2012 - July 2012
Wells Fargo September 2010 - March 2012
Wells Fargo Bank (Merged with Wachovia) January 2009 - September 2010
Wachovia Bank, N.A. April 2005 - February 2009
Wells Fargo (Formerly Wachovia) June 2004 - April 2005
Wells Fargo (Formerly Wachovia) June 2003 - June 2004
Bank of America February 2001 - August 2002
CSX( Divested By Maersk/Sealand) October 1999 - February 2001
NTT DATA Corporation October 1997 - October 1999
Skills
Financial Services, Program Management, Banking, Relationship Management, Vendor Management, Business Development, E-commerce, Project Management, Leadership, Product Development, Management, Integration, Process Improvement, Risk Management, Customer Experience, Strategy
Education
Pfeiffer University
Master of Business Administration (MBA), Business Administration and Management, General
University of North Carolina at Charlotte
Bachelor of Arts in Psychology, Industrial Pyschology
Wells Fargo July 2012 - Present
Wells Fargo March 2012 - July 2012
Wells Fargo September 2010 - March 2012
Wells Fargo Bank (Merged with Wachovia) January 2009 - September 2010
Wachovia Bank, N.A. April 2005 - February 2009
Wells Fargo (Formerly Wachovia) June 2004 - April 2005
Wells Fargo (Formerly Wachovia) June 2003 - June 2004
Bank of America February 2001 - August 2002
CSX( Divested By Maersk/Sealand) October 1999 - February 2001
NTT DATA Corporation October 1997 - October 1999
Skills
Financial Services, Program Management, Banking, Relationship Management, Vendor Management, Business Development, E-commerce, Project Management, Leadership, Product Development, Management, Integration, Process Improvement, Risk Management, Customer Experience, Strategy
Education
Pfeiffer University
Master of Business Administration (MBA), Business Administration and Management, General
University of North Carolina at Charlotte
Bachelor of Arts in Psychology, Industrial Pyschology
Melanie Hugele Melanie Hugele's Wachovia Bank NA Experience October 2006 - November 2007
Job Owner/ Designer at MK Events Floral Designs
Industry Events Services
Experience
MK Events Floral Designs January 2012 - Present
Embark Floral, a Metro National Company December 2010 - February 2012
Dr. Delphinium Designs & Events August 2010 - December 2010
Gymboree Play & Music of Houston December 2008 - April 2010
WaMu (Washington Mutual Bank) November 2007 - August 2008
Wachovia Bank, N.A. October 2006 - November 2007
Aflac December 1999 - October 2006
Skills
Social Media Marketing, Public Relations, Interior Design, Sales, Budgets, Advertising, Weddings, Parties, Birthdays, Customer Service, Social Networking, Event Planning, New Business Development, Fashion, Photoshop, Strategic Planning, Public Speaking, Customer Satisfaction, Corporate Events, Entrepreneurship, Wedding Planning, Marketing, Event Management, Supervisory Skills, Floral Design
Education
The University of Texas at Austin 1994 — 1999
B.S., Speech - Corporate Communications
The University of Texas at Austin 1994 — 1999
B.A., German - International Business
MK Events Floral Designs January 2012 - Present
Embark Floral, a Metro National Company December 2010 - February 2012
Dr. Delphinium Designs & Events August 2010 - December 2010
Gymboree Play & Music of Houston December 2008 - April 2010
WaMu (Washington Mutual Bank) November 2007 - August 2008
Wachovia Bank, N.A. October 2006 - November 2007
Aflac December 1999 - October 2006
Skills
Social Media Marketing, Public Relations, Interior Design, Sales, Budgets, Advertising, Weddings, Parties, Birthdays, Customer Service, Social Networking, Event Planning, New Business Development, Fashion, Photoshop, Strategic Planning, Public Speaking, Customer Satisfaction, Corporate Events, Entrepreneurship, Wedding Planning, Marketing, Event Management, Supervisory Skills, Floral Design
Education
The University of Texas at Austin 1994 — 1999
B.S., Speech - Corporate Communications
The University of Texas at Austin 1994 — 1999
B.A., German - International Business
Denise Moye,VP Denise Moye,VP's Wachovia Bank NA Experience 1995 - 1997
Job Premier Relationship Banker at First Citizens Bank
Industry Banking
Experience
First Citizens Bank July 2015 - Present
First Citizens Bank January 2004 - June 2015
Wachovia Bank 2001 - 2003
Wachovia, N.A. 1997 - 2001
Wachovia Bank, N.A. 1995 - 1997
Skills
Loans, Branch Management, Banking, CRM, Credit, Small Business, Mortgage Lending, Customer Service, Finance, Portfolio Management, Strategy, Leadership, Management, Sales, New Business Development, Strategic Planning, Financial Services, Team Building
Education
Pfeiffer University 2009 — 2011
MBA
eCornell University 2010 — 2010
Certificate of Financial Management
North Carolina Central University 1991 — 1995
Bachelor of Arts, Business Administration and Marketing
First Citizens Bank July 2015 - Present
First Citizens Bank January 2004 - June 2015
Wachovia Bank 2001 - 2003
Wachovia, N.A. 1997 - 2001
Wachovia Bank, N.A. 1995 - 1997
Skills
Loans, Branch Management, Banking, CRM, Credit, Small Business, Mortgage Lending, Customer Service, Finance, Portfolio Management, Strategy, Leadership, Management, Sales, New Business Development, Strategic Planning, Financial Services, Team Building
Education
Pfeiffer University 2009 — 2011
MBA
eCornell University 2010 — 2010
Certificate of Financial Management
North Carolina Central University 1991 — 1995
Bachelor of Arts, Business Administration and Marketing
Simon Nadler Simon Nadler's Wachovia Bank NA Experience October 2006 - 2009
Job Community Banking District Manager for Wells Fargo
Industry Banking
Experience
Wells Fargo March 2014 - Present
Wells Fargo August 2010 - March 2014
Wachovia Bank, N.A. October 2006 - 2009
United States Marine Corps 1999 - 2007
PNC January 2005 - 2006
First Investors Corporation January 2005 - June 2005
Skills
consumer lending, small business lending, account management, coaching, sales management, service management, partnering, branch banking, branch management, operations management, risk management, sales motivation, team management, Account Management, Consumer Lending, Sales Management, Small Business Lending, Team Management, Branch Management, Coaching, Loans, Sales, Commercial Lending, Banking, Customer Service, Lines Of Credit, Credit, Relationship Management, Retail Banking, Cross Selling, Home Equity Lines of..., Refinance, Financial Analysis, Management, Operations Management, Mortgage Lending, Training, Branch Banking, Risk Management
Education
Randolph-Macon College 2000 — 2004
BA, Political Science/ Speech Communications
The Shipley school
High School/Secondary Diplomas and Certificates
Wells Fargo March 2014 - Present
Wells Fargo August 2010 - March 2014
Wachovia Bank, N.A. October 2006 - 2009
United States Marine Corps 1999 - 2007
PNC January 2005 - 2006
First Investors Corporation January 2005 - June 2005
Skills
consumer lending, small business lending, account management, coaching, sales management, service management, partnering, branch banking, branch management, operations management, risk management, sales motivation, team management, Account Management, Consumer Lending, Sales Management, Small Business Lending, Team Management, Branch Management, Coaching, Loans, Sales, Commercial Lending, Banking, Customer Service, Lines Of Credit, Credit, Relationship Management, Retail Banking, Cross Selling, Home Equity Lines of..., Refinance, Financial Analysis, Management, Operations Management, Mortgage Lending, Training, Branch Banking, Risk Management
Education
Randolph-Macon College 2000 — 2004
BA, Political Science/ Speech Communications
The Shipley school
High School/Secondary Diplomas and Certificates
Antoine Jackson Antoine Jackson's Wachovia Bank NA Experience October 2006 - November 2007
Job Client Service Officer at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo November 2007 - Present
Wachovia Bank, N.A. October 2006 - November 2007
Wachovia Bank, N.A. September 2003 - October 2006
Skills
Customer Relations, Customer Service, Excel, Word, PowerPoint
Education
Johnson C. Smith University - JCSU 2001 — 2006
Bachelor of Applied Science (B.A.Sc.), Management
Mckinley High School 1995 — 1999
Diploma, Graphic Arts and Printing
Wells Fargo November 2007 - Present
Wachovia Bank, N.A. October 2006 - November 2007
Wachovia Bank, N.A. September 2003 - October 2006
Skills
Customer Relations, Customer Service, Excel, Word, PowerPoint
Education
Johnson C. Smith University - JCSU 2001 — 2006
Bachelor of Applied Science (B.A.Sc.), Management
Mckinley High School 1995 — 1999
Diploma, Graphic Arts and Printing
Thomas Pla Thomas Pla's Wachovia Bank NA Experience 2006 - 2009
Job VP, Senior Private Banker at BankUnited
Industry Banking
Experience
BankUnited, N.A. 2010 - Present
Wachovia Bank, N.A. 2006 - 2009
CompuPay 2004 - 2006
DynamicDigital 2000 - 2003
Skills
Competitive Analysis, Investments, Small Business, Cash Management, Payroll, Financial Analysis, Sales Management, Strategic Planning, Banking, Portfolio Management, Risk Management, Real Estate, Commercial Lending, Business Planning, Credit Analysis, Business Development, Financial Modeling, Financial Services, Finance, Credit, Forecasting, Mergers & Acquisitions, Accounting, Mortgage Lending, Consumer Lending, Wealth Management, Budgets, Employee Benefits, Sales, Commercial Mortgages, Commercial Banking, Underwriting, Start-ups, Asset Management, Insurance, Treasury Management, Lines Of Credit, Relationship Management, Loan Origination, Management, New Business Development, Small Business Lending, Executive Management, Leadership, Retail Banking, Loans, Due Diligence, Strategic Financial..., Credit Risk, CRM
Education
Florida International University - College of Business Administration 2000 — 2003
Bachelor of Business Administration, Business Administration and Management, General
Belen Jesuit Preparatory School 1996 — 2000
High School Diploma
BankUnited, N.A. 2010 - Present
Wachovia Bank, N.A. 2006 - 2009
CompuPay 2004 - 2006
DynamicDigital 2000 - 2003
Skills
Competitive Analysis, Investments, Small Business, Cash Management, Payroll, Financial Analysis, Sales Management, Strategic Planning, Banking, Portfolio Management, Risk Management, Real Estate, Commercial Lending, Business Planning, Credit Analysis, Business Development, Financial Modeling, Financial Services, Finance, Credit, Forecasting, Mergers & Acquisitions, Accounting, Mortgage Lending, Consumer Lending, Wealth Management, Budgets, Employee Benefits, Sales, Commercial Mortgages, Commercial Banking, Underwriting, Start-ups, Asset Management, Insurance, Treasury Management, Lines Of Credit, Relationship Management, Loan Origination, Management, New Business Development, Small Business Lending, Executive Management, Leadership, Retail Banking, Loans, Due Diligence, Strategic Financial..., Credit Risk, CRM
Education
Florida International University - College of Business Administration 2000 — 2003
Bachelor of Business Administration, Business Administration and Management, General
Belen Jesuit Preparatory School 1996 — 2000
High School Diploma
Lorraine Eason, CFP® Lorraine Eason, CFP®'s Wachovia Bank NA Experience July 1996 - May 2003
Job Senior Vice President and Personal Trust Officer at Bank of the Ozarks
Industry Financial Services
Experience
Bank of the Ozarks July 2015 - Present
Altavista Wealth Management, Inc. May 2014 - July 2015
First Citizens Bank May 2003 - May 2014
Wachovia Bank, N.A. July 1996 - May 2003
First Union National Bank June 1993 - July 1996
First Union National Bank July 1987 - June 1993
Skills
Personal Trust..., Investment Management, Certified Financial..., Leadership, Estate Planning
Education
Queens University of Charlotte
BA, English, History
College for Financial Planning 1999 — 2000
CFP, Financial Planning
Bank of the Ozarks July 2015 - Present
Altavista Wealth Management, Inc. May 2014 - July 2015
First Citizens Bank May 2003 - May 2014
Wachovia Bank, N.A. July 1996 - May 2003
First Union National Bank June 1993 - July 1996
First Union National Bank July 1987 - June 1993
Skills
Personal Trust..., Investment Management, Certified Financial..., Leadership, Estate Planning
Education
Queens University of Charlotte
BA, English, History
College for Financial Planning 1999 — 2000
CFP, Financial Planning
Allan Cheow Allan Cheow's Wachovia Bank NA Experience January 2006 - May 2007
Job Jr. Full Stack Web Developer
Industry Internet
Experience
PRMconnect August 2015 - Present
Self Employed June 2015 - August 2015
DevMountain March 2015 - June 2015
Cash Factory USA January 2014 - March 2015
Wynn Las Vegas May 2013 - January 2014
Bank of America August 2012 - February 2013
Bank of America December 2007 - August 2012
Wachovia Bank, N.A. January 2006 - May 2007
Foot Locker September 2003 - January 2006
Joe's Auto Parts June 1998 - September 2003
Skills
Time Management, Customer Satisfaction, Leadership, Training, Sales, Customer Service, Banking, PHP, Team Building, Microsoft Office, Team Leadership, Networking, Management, Communication, Retail, Microsoft Word, Microsoft Excel, Exceptional People..., Project Management, Call Centers, CSS 3, JavaScript, HTML5, jQuery, AngularJS, Node.js, ReactJS, MongoDB, Github, Git, CSS
Education
Middlesex County College 2001 — 2005
Associate's Degree, Mechanical Engineering Technology
Middlesex County College 2003 — 2005
Certificate of Achievement - MECCD.COA, COMPUTER AIDED DRAFTING
Perth Amboy High School 1994 — 1998
High School Diploma
PRMconnect August 2015 - Present
Self Employed June 2015 - August 2015
DevMountain March 2015 - June 2015
Cash Factory USA January 2014 - March 2015
Wynn Las Vegas May 2013 - January 2014
Bank of America August 2012 - February 2013
Bank of America December 2007 - August 2012
Wachovia Bank, N.A. January 2006 - May 2007
Foot Locker September 2003 - January 2006
Joe's Auto Parts June 1998 - September 2003
Skills
Time Management, Customer Satisfaction, Leadership, Training, Sales, Customer Service, Banking, PHP, Team Building, Microsoft Office, Team Leadership, Networking, Management, Communication, Retail, Microsoft Word, Microsoft Excel, Exceptional People..., Project Management, Call Centers, CSS 3, JavaScript, HTML5, jQuery, AngularJS, Node.js, ReactJS, MongoDB, Github, Git, CSS
Education
Middlesex County College 2001 — 2005
Associate's Degree, Mechanical Engineering Technology
Middlesex County College 2003 — 2005
Certificate of Achievement - MECCD.COA, COMPUTER AIDED DRAFTING
Perth Amboy High School 1994 — 1998
High School Diploma
Erik D. Taylor, CRC® Erik D. Taylor, CRC®'s Wachovia Bank NA Experience October 2003 - November 2007
Job Private Client Group Relationship Manager at PNC Financial Services
Industry Financial Services
Experience
PNC December 2014 - Present
PFSI Investments October 2013 - December 2014
JPMorgan Chase May 2010 - December 2011
Wells Fargo November 2007 - May 2010
Wachovia Bank, N.A. October 2003 - November 2007
First Union National Bank October 2001 - October 2003
Skills
Leadership, Relationship Management, Team Leadership, Talent Management, Talent Acquisition, Growth Strategies, Affluent, High Net Worth..., Affluent clients, High net worth
Education
Montclair State University 1995 — 1998
Bachelor of Science (BS), Marketing & International Business
PNC December 2014 - Present
PFSI Investments October 2013 - December 2014
JPMorgan Chase May 2010 - December 2011
Wells Fargo November 2007 - May 2010
Wachovia Bank, N.A. October 2003 - November 2007
First Union National Bank October 2001 - October 2003
Skills
Leadership, Relationship Management, Team Leadership, Talent Management, Talent Acquisition, Growth Strategies, Affluent, High Net Worth..., Affluent clients, High net worth
Education
Montclair State University 1995 — 1998
Bachelor of Science (BS), Marketing & International Business
Margaret Glover Margaret Glover's Wachovia Bank NA Experience December 2000 - August 2004
Job Business Lending Manager at Atlanta Postal Credit Union
Industry Banking
Experience
Atlanta Postal Credit Union March 2011 - Present
Atlanta Postal Credit Union July 2009 - March 2011
Atlanta Postal Credit Union November 2005 - July 2009
Hagemeyer North America February 2005 - November 2005
Reliance Trust Company August 2004 - February 2005
Wachovia Bank, N.A. December 2000 - August 2004
Skills
Customer Service, Loans, Credit, Financial Analysis, Banking, Microsoft Excel, Process Improvement, Accounts Receivable, Microsoft Office, Team Building, Strategic Planning, Outlook, Budgets, Account Reconciliation, Portfolio Management, Management, Cash Flow, Due Diligence
Education
Georgia State University - J. Mack Robinson College of Business 2000 — 2004
Bachelor of Business Administration, Finance
Atlanta Postal Credit Union March 2011 - Present
Atlanta Postal Credit Union July 2009 - March 2011
Atlanta Postal Credit Union November 2005 - July 2009
Hagemeyer North America February 2005 - November 2005
Reliance Trust Company August 2004 - February 2005
Wachovia Bank, N.A. December 2000 - August 2004
Skills
Customer Service, Loans, Credit, Financial Analysis, Banking, Microsoft Excel, Process Improvement, Accounts Receivable, Microsoft Office, Team Building, Strategic Planning, Outlook, Budgets, Account Reconciliation, Portfolio Management, Management, Cash Flow, Due Diligence
Education
Georgia State University - J. Mack Robinson College of Business 2000 — 2004
Bachelor of Business Administration, Finance
Tony Suarez Tony Suarez's Wachovia Bank NA Experience September 1994 - January 2006
Job Senior Program Manager at Tennessee Valley Authority
Industry Computer Software
Experience
Tennessee Valley Authorityy November 2009 - Present
Signix March 2006 - November 2009
SunGard 2006 - 2008
Wachovia Bank, N.A. September 1994 - January 2006
Wachovia 1994 - 2006
First Union (Wachovia) 1994 - 2006
IBM 1978 - 1994
Skills
Cyber Security, Information Security..., Digital Signatures, Biometrics, Cryptography, CISSP, Computer Security, Solution Selling, Authentication, PKI, SSL, Risk Management, Encryption, Security, NIST, Information Security, Disaster Recovery, Identity Management, Network Security, Program Management, Business Continuity, PCI DSS, Vulnerability Assessment, Enterprise Architecture, Information Technology, Networking, Integration, FISMA, CISA, Information Assurance, Vulnerability Management
Education
University of Nothern Colorado 1978 — 1980
Bachelor of Applied Science (BASc), Buisines Administration
Old Dominion University
Tennessee Valley Authorityy November 2009 - Present
Signix March 2006 - November 2009
SunGard 2006 - 2008
Wachovia Bank, N.A. September 1994 - January 2006
Wachovia 1994 - 2006
First Union (Wachovia) 1994 - 2006
IBM 1978 - 1994
Skills
Cyber Security, Information Security..., Digital Signatures, Biometrics, Cryptography, CISSP, Computer Security, Solution Selling, Authentication, PKI, SSL, Risk Management, Encryption, Security, NIST, Information Security, Disaster Recovery, Identity Management, Network Security, Program Management, Business Continuity, PCI DSS, Vulnerability Assessment, Enterprise Architecture, Information Technology, Networking, Integration, FISMA, CISA, Information Assurance, Vulnerability Management
Education
University of Nothern Colorado 1978 — 1980
Bachelor of Applied Science (BASc), Buisines Administration
Old Dominion University
Sokun Sine Sokun Sine's Wachovia Bank NA Experience July 2005 - March 2008
Job Ready to Tackle Your Financial Needs
Industry Banking
Experience
Comerica Bank March 2009 - Present
Wachovia Bank, N.A. July 2005 - March 2008
Enterprise Rent-A-Car June 2003 - June 2005
JC Resorts December 1999 - March 2005
Skills
Loans, Banking, Finance, Credit, Small Business Lending, Loan Origination, Commercial Banking, Insurance, Retail Banking, Mortgage Lending, Commercial Lending, Consumer Lending, Investments, Lines Of Credit, Credit Analysis, Financial Analysis, Investment Strategies
Education
University of California, Riverside 1997 — 2003
BA, Creative Writing
Elsinore High School 1994 — 1997
Comerica Bank March 2009 - Present
Wachovia Bank, N.A. July 2005 - March 2008
Enterprise Rent-A-Car June 2003 - June 2005
JC Resorts December 1999 - March 2005
Skills
Loans, Banking, Finance, Credit, Small Business Lending, Loan Origination, Commercial Banking, Insurance, Retail Banking, Mortgage Lending, Commercial Lending, Consumer Lending, Investments, Lines Of Credit, Credit Analysis, Financial Analysis, Investment Strategies
Education
University of California, Riverside 1997 — 2003
BA, Creative Writing
Elsinore High School 1994 — 1997
Alison McCombs Alison McCombs's Wachovia Bank NA Experience October 2006 - June 2007
Job Senior Training Specialist at General Dynamics Information Technology
Industry Human Resources
Experience
Navy Public Affairs Support Element (NPASE) Headquarters February 2011 - Present
Expeditionary Combat Camera February 2011 - May 2011
Hewlett Packard Enterprise Services - Electronic Data Systems June 2007 - January 2011
Wachovia Bank, N.A. October 2006 - June 2007
Skills
Training & Development, Training Delivery, IT Strategy, A+ Certified, Microsoft Office, Apple Macintosh, Technical Training, Readiness, Employee Training, Security Clearance, Active DoD Secret..., Training, Navy, Military, Leadership, SharePoint, Human Resources, Technical Writing, Policy, Organizational..., Team Building, Security, DoD, Instructor-led Training, Strategy, Management, Software Documentation
Education
Old Dominion University 2008 — 2010
Master of Arts (M.A.), Communications and Rhetoric
James Madison University 2002 — 2005
Bachelor of Arts (B.A.), English Literature and Criminal Justice
Navy Public Affairs Support Element (NPASE) Headquarters February 2011 - Present
Expeditionary Combat Camera February 2011 - May 2011
Hewlett Packard Enterprise Services - Electronic Data Systems June 2007 - January 2011
Wachovia Bank, N.A. October 2006 - June 2007
Skills
Training & Development, Training Delivery, IT Strategy, A+ Certified, Microsoft Office, Apple Macintosh, Technical Training, Readiness, Employee Training, Security Clearance, Active DoD Secret..., Training, Navy, Military, Leadership, SharePoint, Human Resources, Technical Writing, Policy, Organizational..., Team Building, Security, DoD, Instructor-led Training, Strategy, Management, Software Documentation
Education
Old Dominion University 2008 — 2010
Master of Arts (M.A.), Communications and Rhetoric
James Madison University 2002 — 2005
Bachelor of Arts (B.A.), English Literature and Criminal Justice
Carolyn Sloop Carolyn Sloop's Wachovia Bank NA Experience January 1990 - October 2008
Job VP, Market Growth & Development Consultant, Triangle East NC Region at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo February 2010 - Present
Wachovia Bank, N.A. January 1990 - October 2008
Skills
Banking, Business Recruitment..., Customer-focused Service, Business Development, Collaboration, Leadership, Strategic Planning, Organizational..., Credit, Project Management, Management, Connector, Grantsmanship, Portfolio Management, Commercial Lending, Financial Analysis, Public Speaking
Education
Meredith College
Bachelor of Science, Business, Management, Marketing, and Related Support Services; Fashion Merchandise, Interior Design, Cum Laude
Wells Fargo February 2010 - Present
Wachovia Bank, N.A. January 1990 - October 2008
Skills
Banking, Business Recruitment..., Customer-focused Service, Business Development, Collaboration, Leadership, Strategic Planning, Organizational..., Credit, Project Management, Management, Connector, Grantsmanship, Portfolio Management, Commercial Lending, Financial Analysis, Public Speaking
Education
Meredith College
Bachelor of Science, Business, Management, Marketing, and Related Support Services; Fashion Merchandise, Interior Design, Cum Laude
Todd Abrams Todd Abrams's Wachovia Bank NA Experience December 2005 - June 2009
Job Examiner II at Federal Reserve Bank of Cleveland
Industry Banking
Experience
Federal Reserve Bank of Cleveland June 2015 - Present
Androscoggin Bank March 2014 - April 2015
CNB Bank (PA) June 2009 - October 2013
Wachovia Bank, N.A. December 2005 - June 2009
Skills
Trust Management, Investment Advisory, Financial Planning, Asset Management, Brokerage, Wealth Management, Estate Planning, Investments, Asset Allocation, Strategy Development, CTFA, Asset Managment, Wealth, Strategy, Series 7, Retirement Planning, Portfolio Management, Investment Management, Mutual Funds, Financial Services, Strategic Financial..., Financial Advisory, Securities, Wealth Management..., Banking, Investment Strategies, Private Banking, High Net Worth..., Alternative Investments, IRAs, Loans, Financial Risk, Hedge Funds, Equities, Commercial Banking, Retirement, 401k, Fixed Income, Relationship Management, Risk Management, Commercial Lending, Series 63, Credit, Credit Analysis, Trust Services, Mortgage Lending, Capital Markets, Finance, Financial Markets, Structured Finance
Education
Cannon Trust School - Athens, GA 2003 — 2005
CTFA (Certified Trust & Financial Advisor), Trust, Estates & Financial Planning
Drexel University 1983 — 1988
Bachelors of Science in Business Administration, Finance, General
Drexel University - LeBow College of Business 1983 — 1988
B.S., Finance
Federal Reserve Bank of Cleveland June 2015 - Present
Androscoggin Bank March 2014 - April 2015
CNB Bank (PA) June 2009 - October 2013
Wachovia Bank, N.A. December 2005 - June 2009
Skills
Trust Management, Investment Advisory, Financial Planning, Asset Management, Brokerage, Wealth Management, Estate Planning, Investments, Asset Allocation, Strategy Development, CTFA, Asset Managment, Wealth, Strategy, Series 7, Retirement Planning, Portfolio Management, Investment Management, Mutual Funds, Financial Services, Strategic Financial..., Financial Advisory, Securities, Wealth Management..., Banking, Investment Strategies, Private Banking, High Net Worth..., Alternative Investments, IRAs, Loans, Financial Risk, Hedge Funds, Equities, Commercial Banking, Retirement, 401k, Fixed Income, Relationship Management, Risk Management, Commercial Lending, Series 63, Credit, Credit Analysis, Trust Services, Mortgage Lending, Capital Markets, Finance, Financial Markets, Structured Finance
Education
Cannon Trust School - Athens, GA 2003 — 2005
CTFA (Certified Trust & Financial Advisor), Trust, Estates & Financial Planning
Drexel University 1983 — 1988
Bachelors of Science in Business Administration, Finance, General
Drexel University - LeBow College of Business 1983 — 1988
B.S., Finance
Tia Boyd Tia Boyd's Wachovia Bank NA Experience 2003 - 2004
Job Computer Applications Programmer at Wachovia Bank
Industry Information Technology and Services
Experience
Wachovia Bank Computer Applications ProgrammerWachovia Bank2004 - Present
Wachovia Bank, N.A. 2003 - 2004
Education
Strayer University 2007 — 2009
Masters in Information Technoloy, Minor in Computer Networking
North Carolina Agricultural and Technical State University 1998 — 2002
Bachelor of Science, Computer Science
Wachovia Bank Computer Applications ProgrammerWachovia Bank2004 - Present
Wachovia Bank, N.A. 2003 - 2004
Education
Strayer University 2007 — 2009
Masters in Information Technoloy, Minor in Computer Networking
North Carolina Agricultural and Technical State University 1998 — 2002
Bachelor of Science, Computer Science
Lisa Jennings Ducharme Lisa Jennings Ducharme's Wachovia Bank NA Experience 2001 - 2007
Job EY Customer Experience Strategy, Senior Manager
Industry Financial Services
Experience
Ernst and Young 2011 - Present
Wachovia, A Wells Fargo Company 2007 - 2009
Wachovia Bank, N.A. 2001 - 2007
First Union 1989 - 1993
Skills
Access, Business Continuity, Business Planning, Employee Training, Financial Analysis, Financial Risk, Product Management, Risk Management, SDLC, Vendor Management, Project Management, Business Analysis, Leadership, Management, Financial Services, Banking, Strategy, Program Management, Customer Experience, Business Process..., Mergers, Integration, Process Improvement, Change Management, Strategic Planning, Relationship Management, Marketing, Management Consulting
Education
George Mason University
B.S., Economics
Ernst and Young 2011 - Present
Wachovia, A Wells Fargo Company 2007 - 2009
Wachovia Bank, N.A. 2001 - 2007
First Union 1989 - 1993
Skills
Access, Business Continuity, Business Planning, Employee Training, Financial Analysis, Financial Risk, Product Management, Risk Management, SDLC, Vendor Management, Project Management, Business Analysis, Leadership, Management, Financial Services, Banking, Strategy, Program Management, Customer Experience, Business Process..., Mergers, Integration, Process Improvement, Change Management, Strategic Planning, Relationship Management, Marketing, Management Consulting
Education
George Mason University
B.S., Economics
Diana Palecek Diana Palecek's Wachovia Bank NA Experience June 1993 - August 2001
Job Partner at Smith Moore Leatherwood LLP
Industry Law Practice
Experience
Smith Moore Leatherwood LLP June 2007 - Present
Delaware Investment Advisers March 2006 - May 2007
Lincoln Financial Group March 2006 - May 2007
Jefferson Pilot Financial August 2001 - March 2006
Greensboro Pregnancy Care Center 2002 - 2006
Wachovia Bank, N.A. June 1993 - August 2001
Education
Wake Forest University School of Law 1989 — 1992
J.D., Law
Erskine College 1985 — 1989
B.A., English, History, Government
Smith Moore Leatherwood LLP June 2007 - Present
Delaware Investment Advisers March 2006 - May 2007
Lincoln Financial Group March 2006 - May 2007
Jefferson Pilot Financial August 2001 - March 2006
Greensboro Pregnancy Care Center 2002 - 2006
Wachovia Bank, N.A. June 1993 - August 2001
Education
Wake Forest University School of Law 1989 — 1992
J.D., Law
Erskine College 1985 — 1989
B.A., English, History, Government
Gina Chaveco Gina Chaveco's Wachovia Bank NA Experience April 2003 - April 2005
Job Senior Banker at Financial Institutions
Industry Financial Services
Experience
Financial Institutions November 2011 - Present
Wells Fargo Bank February 2007 - October 2011
Wachovia Bank, N.A. April 2003 - April 2005
Wachovia Bank, N. A. February 2002 - April 2003
Wachovia Securities Financial Network September 1991 - 2002
Skills
Portfolio Management, Risk Management, Banking, Financial Institutions, Credit, Commercial Banking, Credit Analysis, Credit Risk, Management, Loans, Financial Risk, Fixed Income, Investments
Education
Florida International University 1974 — 1976
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Miami Dade College 1969 — 1973
Associate of Arts (AA), Marketing & Psychology
Universidad Complutense de Madrid
Financial Institutions November 2011 - Present
Wells Fargo Bank February 2007 - October 2011
Wachovia Bank, N.A. April 2003 - April 2005
Wachovia Bank, N. A. February 2002 - April 2003
Wachovia Securities Financial Network September 1991 - 2002
Skills
Portfolio Management, Risk Management, Banking, Financial Institutions, Credit, Commercial Banking, Credit Analysis, Credit Risk, Management, Loans, Financial Risk, Fixed Income, Investments
Education
Florida International University 1974 — 1976
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Miami Dade College 1969 — 1973
Associate of Arts (AA), Marketing & Psychology
Universidad Complutense de Madrid
John Vidlak John Vidlak's Wachovia Bank NA Experience April 2001 - May 2007
Job Chief Technology Officer Wholesale Bank at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust March 2015 - Present
HSBC Holdings November 2013 - March 2015
HSBC North America June 2012 - October 2013
HSBC January 2012 - August 2012
Wells Fargo Advisors January 2010 - January 2012
Wachovia Securities June 2007 - December 2009
Wachovia Bank, N.A. April 2001 - May 2007
Wachovia Bank, N.A. January 1999 - March 2001
Skills
IT Strategy, Risk Management, Banking, Capital Markets, Strategy, Process Improvement, Investment Banking, Financial Services, Leadership, Finance, Program Management, Vendor Management, Business Process, Securities, Portfolio Management, Wealth Management, Fixed Income, Mergers & Acquisitions, CRM, Governance, Credit Risk, Management, Integration, Cash Management, Operational Risk..., Loans
Education
Old Dominion University - College of Business and Public Administration 1981 — 1984
Bachelor of Science, Management Information Systems
Virginia Polytechnic Institute and State University 1974 — 1979
Bachelor of Arts, Physical Geography
SunTrust March 2015 - Present
HSBC Holdings November 2013 - March 2015
HSBC North America June 2012 - October 2013
HSBC January 2012 - August 2012
Wells Fargo Advisors January 2010 - January 2012
Wachovia Securities June 2007 - December 2009
Wachovia Bank, N.A. April 2001 - May 2007
Wachovia Bank, N.A. January 1999 - March 2001
Skills
IT Strategy, Risk Management, Banking, Capital Markets, Strategy, Process Improvement, Investment Banking, Financial Services, Leadership, Finance, Program Management, Vendor Management, Business Process, Securities, Portfolio Management, Wealth Management, Fixed Income, Mergers & Acquisitions, CRM, Governance, Credit Risk, Management, Integration, Cash Management, Operational Risk..., Loans
Education
Old Dominion University - College of Business and Public Administration 1981 — 1984
Bachelor of Science, Management Information Systems
Virginia Polytechnic Institute and State University 1974 — 1979
Bachelor of Arts, Physical Geography
John Seckel's Wachovia Bank NA Experience May 2004 - July 2008
Job President at Seckel Capital
Industry Banking
Experience
Wachovia Bank, N.A. May 2004 - July 2008
Skills
Mortgage Banking, Mortgage Lending, Residential Mortgages, Mortgage Underwriting, Jumbo Mortgage, Corporate Finance, Marketing Strategy, Digital Marketing, Government Loans, FHA, FHA financing, Loan Origination, VA loans, Executive Management, Banking, Construction Loans, Credit Analysis, FHA Financing, Credit, Finance, Investments, Loans, Investment Properties, Portfolio Management, Refinance, VA Loans, USDA, Reverse Mortgages
Education
Northeastern University 1999 — 2004
Dual Degree in Finance and MIS, Finance and Management Information Systems
Wachovia Bank, N.A. May 2004 - July 2008
Skills
Mortgage Banking, Mortgage Lending, Residential Mortgages, Mortgage Underwriting, Jumbo Mortgage, Corporate Finance, Marketing Strategy, Digital Marketing, Government Loans, FHA, FHA financing, Loan Origination, VA loans, Executive Management, Banking, Construction Loans, Credit Analysis, FHA Financing, Credit, Finance, Investments, Loans, Investment Properties, Portfolio Management, Refinance, VA Loans, USDA, Reverse Mortgages
Education
Northeastern University 1999 — 2004
Dual Degree in Finance and MIS, Finance and Management Information Systems
John A. Pavela John A. Pavela's Wachovia Bank NA Experience March 2007 - August 2007
Job Regional Investment Manager & V.P. at Harris Bank
Industry Investment Management
Experience
BMO Harris Private Banking February 2009 - Present
Caporice Investments May 2008 - February 2009
Wachovia Bank, N.A. March 2007 - August 2007
Wachovia Bank, N.A. April 2006 - September 2006
Wachovia Bank, N.A. February 2002 - April 2006
Wachovia Bank, N.A. May 1997 - February 2002
LaSalle National Bank, N.A. April 1992 - August 1996
LaSalle National Bank, N.A. March 1988 - January 1991
Skills
Fixed Income, Investments, Private Banking, Wealth Management, Portfolio Management, Asset Managment, Commercial Banking, Asset Allocation, Financial Services, Asset Management, Investment Management, Alternative Investments, Management, Investment Advisory, High Net Worth..., Wealth Management...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1994
M.B.A., Finance
Florida State University - College of Business 1984 — 1987
B.S., Finance
BMO Harris Private Banking February 2009 - Present
Caporice Investments May 2008 - February 2009
Wachovia Bank, N.A. March 2007 - August 2007
Wachovia Bank, N.A. April 2006 - September 2006
Wachovia Bank, N.A. February 2002 - April 2006
Wachovia Bank, N.A. May 1997 - February 2002
LaSalle National Bank, N.A. April 1992 - August 1996
LaSalle National Bank, N.A. March 1988 - January 1991
Skills
Fixed Income, Investments, Private Banking, Wealth Management, Portfolio Management, Asset Managment, Commercial Banking, Asset Allocation, Financial Services, Asset Management, Investment Management, Alternative Investments, Management, Investment Advisory, High Net Worth..., Wealth Management...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1994
M.B.A., Finance
Florida State University - College of Business 1984 — 1987
B.S., Finance
Terry Bohn, M.A.'s Wachovia Bank NA Experience March 2002 - November 2006
Job Psychotherapist / Counselor
Industry Mental Health Care
Experience
Raleigh House Of Hope June 2015 - Present
Kairos Collaborative, Inc. 2015 - Present
Gloo 2014 - 2015
Meier Clinics June 2012 - June 2014
The Seattle School of Theology & Psychology September 2010 - May 2012
Warehouse 242 April 2008 - May 2010
NouvEon, Inc. November 2008 - January 2010
Centennial Advisory, Inc. November 2006 - November 2008
Wachovia Bank, N.A. March 2002 - November 2006
PricewaterhouseCoopers LLP November 1997 - December 2001
Skills
Psychotherapy, Leadership, Mental Health, Group Therapy, Family Therapy, Leadership Development, Program Management, Substance Abuse..., Addictions Counseling, Change Management, Organizational..., Career Counseling, Psychology, Public Speaking, Strategy, Coaching, Teaching, Conflict Resolution, Project Management, Staff Development, Crisis Intervention, Mental Health Counseling, Training, Program Development, Counseling Psychology, Personal Development, Executive Coaching, Workshop Facilitation, Nonprofits, Community Outreach, Motivational...
Education
The Seattle School of Theology & Psychology 2010 — 2013
M.A.
Missouri State University 1988 — 1991
B.S
Raleigh House Of Hope June 2015 - Present
Kairos Collaborative, Inc. 2015 - Present
Gloo 2014 - 2015
Meier Clinics June 2012 - June 2014
The Seattle School of Theology & Psychology September 2010 - May 2012
Warehouse 242 April 2008 - May 2010
NouvEon, Inc. November 2008 - January 2010
Centennial Advisory, Inc. November 2006 - November 2008
Wachovia Bank, N.A. March 2002 - November 2006
PricewaterhouseCoopers LLP November 1997 - December 2001
Skills
Psychotherapy, Leadership, Mental Health, Group Therapy, Family Therapy, Leadership Development, Program Management, Substance Abuse..., Addictions Counseling, Change Management, Organizational..., Career Counseling, Psychology, Public Speaking, Strategy, Coaching, Teaching, Conflict Resolution, Project Management, Staff Development, Crisis Intervention, Mental Health Counseling, Training, Program Development, Counseling Psychology, Personal Development, Executive Coaching, Workshop Facilitation, Nonprofits, Community Outreach, Motivational...
Education
The Seattle School of Theology & Psychology 2010 — 2013
M.A.
Missouri State University 1988 — 1991
B.S
Crystal Godwin's Wachovia Bank NA Experience May 1996 - August 1999
Job Contract Specialist at Naval Facilities Engineering Command, MidAtlantic
Industry Facilities Services
Experience
Naval Facilities Engineering Command, Mid-Atlantic June 2004 - Present
WinnCompanies August 1999 - June 2004
Wachovia Bank, N.A. May 1996 - August 1999
Skills
Contract Management, Government Contracting, Contract Negotiation, Construction, Procurement, DAWIA, Security Clearance, Government, Military, Contracting Officer, Architect-Engineer..., Source Selection, Military Contracts, DoD, Analysis, Project Planning
Education
Old Dominion University 2003 — 2005
Bachelor of Science, Political Science
Thomas Nelson Community College 1997 — 2002
Associate of Science (A.S.), Social Sciences
Denbigh High School 1989 — 1993
Advanced Studies Diploma
Naval Facilities Engineering Command, Mid-Atlantic June 2004 - Present
WinnCompanies August 1999 - June 2004
Wachovia Bank, N.A. May 1996 - August 1999
Skills
Contract Management, Government Contracting, Contract Negotiation, Construction, Procurement, DAWIA, Security Clearance, Government, Military, Contracting Officer, Architect-Engineer..., Source Selection, Military Contracts, DoD, Analysis, Project Planning
Education
Old Dominion University 2003 — 2005
Bachelor of Science, Political Science
Thomas Nelson Community College 1997 — 2002
Associate of Science (A.S.), Social Sciences
Denbigh High School 1989 — 1993
Advanced Studies Diploma
Raymond Hackler, CPA's Wachovia Bank NA Experience 1999 - 2003
Job Lead Business Analyst Wholesale Information Services at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2014 - Present
Signature Consultants June 2013 - February 2014
Ally Financial Inc. June 2011 - June 2013
Premier Alliance Group June 2009 - June 2011
FirstPlace (Wachovia Bank, NA) April 2008 - November 2008
Bank of America 2005 - 2008
Deloitte & Touche, LLP 2003 - 2005
Wachovia Bank, N.A. 1999 - 2003
Merrill Lynch 1992 - 1999
Skills
Regulatory Capital, Banking, Big 4, Basel II, FFIEC, Cash Flow, Securitization, Accounting, Financial Modeling, Financial Risk, Derivatives, Structured Finance, Credit Risk, Interest Rate..., Credit Derivatives, Equity Derivatives, CPA, Finance, Hedging, Analysis, Capital Markets, Risk Management, Structured Products, Business Analysis, Credit, Treasury Management, Equities, Bonds, Mergers & Acquisitions
Education
Jacksonville University 1984 — 1989
BS
Wells Fargo February 2014 - Present
Signature Consultants June 2013 - February 2014
Ally Financial Inc. June 2011 - June 2013
Premier Alliance Group June 2009 - June 2011
FirstPlace (Wachovia Bank, NA) April 2008 - November 2008
Bank of America 2005 - 2008
Deloitte & Touche, LLP 2003 - 2005
Wachovia Bank, N.A. 1999 - 2003
Merrill Lynch 1992 - 1999
Skills
Regulatory Capital, Banking, Big 4, Basel II, FFIEC, Cash Flow, Securitization, Accounting, Financial Modeling, Financial Risk, Derivatives, Structured Finance, Credit Risk, Interest Rate..., Credit Derivatives, Equity Derivatives, CPA, Finance, Hedging, Analysis, Capital Markets, Risk Management, Structured Products, Business Analysis, Credit, Treasury Management, Equities, Bonds, Mergers & Acquisitions
Education
Jacksonville University 1984 — 1989
BS
Brad Schneider's Wachovia Bank NA Experience January 2006 - January 2008
Job Senior Vice President at LegacyTexas Bank
Industry Banking
Experience
LegacyTexas Bank January 2008 - Present
Wachovia Bank, N.A. January 2006 - January 2008
Education
Texas Christian University - M.J. Neeley School of Business 1993 — 1998
LegacyTexas Bank January 2008 - Present
Wachovia Bank, N.A. January 2006 - January 2008
Education
Texas Christian University - M.J. Neeley School of Business 1993 — 1998
Ben Heatley's Wachovia Bank NA Experience March 2005 - April 2007
Job
Industry Financial Services
Experience
Wells Fargo Bank, N.A. April 2007 - Present
Wachovia Bank, N.A. March 2005 - April 2007
Wachovia Bank, N.A. April 2002 - March 2005
Wachovia/First Union 1999 - 2001
First Union September 1998 - May 1999
First Union October 1995 - September 1998
First Union February 1994 - October 1995
Skills
AML, Banking, Compliance, Due Diligence, Enterprise Risk..., Governance, Policy, Risk Management
Education
Johnson C. Smith University - JCSU
Bachelor of Arts
Wells Fargo Bank, N.A. April 2007 - Present
Wachovia Bank, N.A. March 2005 - April 2007
Wachovia Bank, N.A. April 2002 - March 2005
Wachovia/First Union 1999 - 2001
First Union September 1998 - May 1999
First Union October 1995 - September 1998
First Union February 1994 - October 1995
Skills
AML, Banking, Compliance, Due Diligence, Enterprise Risk..., Governance, Policy, Risk Management
Education
Johnson C. Smith University - JCSU
Bachelor of Arts
Rob Marzzarella's Wachovia Bank NA Experience April 1995 - June 1998
Job Application Architect at Accenture
Industry Information Technology and Services
Experience
Accenture February 2009 - Present
AT&T January 2008 - February 2009
Aelera Corporation April 1999 - January 2008
G & H Financial Services July 1998 - November 1998
Wachovia Bank, N.A. April 1995 - June 1998
Skills
Agile Methodologies, SDLC, Integration, Enterprise Architecture, Management, Project Management, Program Management, Oracle, Requirements Analysis, Solution Architecture, Software Project..., SQL, Business Analysis, IT Strategy, Vendor Management, Leadership, Software Development, Business Process, Business Intelligence, Telecommunications, Strategy, Process Improvement
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2000
MS, Information Systems Management
Georgia State University - J. Mack Robinson College of Business 1997 — 1998
MBA, Information Systems
Kennesaw State University - Michael J. Coles College of Business 1992 — 1994
BBA, Marketing, Professional Sales
Accenture February 2009 - Present
AT&T January 2008 - February 2009
Aelera Corporation April 1999 - January 2008
G & H Financial Services July 1998 - November 1998
Wachovia Bank, N.A. April 1995 - June 1998
Skills
Agile Methodologies, SDLC, Integration, Enterprise Architecture, Management, Project Management, Program Management, Oracle, Requirements Analysis, Solution Architecture, Software Project..., SQL, Business Analysis, IT Strategy, Vendor Management, Leadership, Software Development, Business Process, Business Intelligence, Telecommunications, Strategy, Process Improvement
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2000
MS, Information Systems Management
Georgia State University - J. Mack Robinson College of Business 1997 — 1998
MBA, Information Systems
Kennesaw State University - Michael J. Coles College of Business 1992 — 1994
BBA, Marketing, Professional Sales
Howard Lemons's Wachovia Bank NA Experience 1997 - 2004
Job Group Vice President, Head of Treasury Sales Support at SunTrust Bank
Industry Banking
Experience
SunTrust Bank September 2014 - Present
SunTrust Bank May 2011 - September 2014
SunTrust Bank May 2004 - May 2011
Wachovia Bank, N.A. 1997 - 2004
Skills
Treasury, Product Development, Leadership, Commercial Banking, Process Improvement, Cash Management, Treasury Management, Banking, Business Analysis, Commercial Lending, Financial Services, Loans, Management, Operations Management, Strategic Planning, Risk Management, Program Management, Payments
Education
Mercer University - Stetson School of Business and Economics 2007 — 2008
MBA, Business Administration
The University of Georgia 1988 — 1992
SunTrust Bank September 2014 - Present
SunTrust Bank May 2011 - September 2014
SunTrust Bank May 2004 - May 2011
Wachovia Bank, N.A. 1997 - 2004
Skills
Treasury, Product Development, Leadership, Commercial Banking, Process Improvement, Cash Management, Treasury Management, Banking, Business Analysis, Commercial Lending, Financial Services, Loans, Management, Operations Management, Strategic Planning, Risk Management, Program Management, Payments
Education
Mercer University - Stetson School of Business and Economics 2007 — 2008
MBA, Business Administration
The University of Georgia 1988 — 1992
Craig Witkowski's Wachovia Bank NA Experience March 2007 - November 2007
Job Systems Quality Assurance Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2014 - Present
BB&T October 2012 - April 2014
Wells Fargo April 2012 - September 2012
Ally Financial Inc. July 2011 - March 2012
Bank of America December 2010 - June 2011
Wells Fargo Advisors July 2009 - December 2010
Wachovia Bank May 2008 - September 2008
Bank of America November 2007 - April 2008
Wachovia Bank, N.A. March 2007 - November 2007
Bank of America October 2005 - February 2007
Skills
Banking, SDLC, User Acceptance Testing, Business Analysis, Requirements Gathering, HP Quality Center, Regression Testing, Derivatives, Financial Risk, Fixed Income, Finance, Credit, Credit Risk, Portfolio Management, Analysis, Capital Markets
Education
Indiana University South Bend 1981 — 1986
B.A., Psychology
Indiana University South Bend
Wells Fargo May 2014 - Present
BB&T October 2012 - April 2014
Wells Fargo April 2012 - September 2012
Ally Financial Inc. July 2011 - March 2012
Bank of America December 2010 - June 2011
Wells Fargo Advisors July 2009 - December 2010
Wachovia Bank May 2008 - September 2008
Bank of America November 2007 - April 2008
Wachovia Bank, N.A. March 2007 - November 2007
Bank of America October 2005 - February 2007
Skills
Banking, SDLC, User Acceptance Testing, Business Analysis, Requirements Gathering, HP Quality Center, Regression Testing, Derivatives, Financial Risk, Fixed Income, Finance, Credit, Credit Risk, Portfolio Management, Analysis, Capital Markets
Education
Indiana University South Bend 1981 — 1986
B.A., Psychology
Indiana University South Bend
Thomas Blake's Wachovia Bank NA Experience December 2002 - April 2003
Job Supervisor at Masonite
Industry Building Materials
Experience
Masonite International October 2014 - Present
Thad Cochran for Mississippi March 2014 - November 2014
Sanderson Farms January 2011 - November 2013
Sanderson Farms December 2010 - January 2011
Saxbys January 2009 - October 2010
NRCC February 2008 - December 2008
Mississippi Republican Party April 2007 - December 2007
Siegel, O'Connor, O'Donnell, & Beck, P.C. June 2005 - August 2005
Legal Services Alabama May 2004 - August 2004
Wachovia Bank, N.A. December 2002 - April 2003
Skills
Writing, Business Analysis, Research, Field Work, Employee Relations, Employment Law, Inventory Management, Strategic Planning, Advanced Computer Skills, Employee Management, Project Management, Production Managment, Food Processing, Marketing, Fundraising, Public Speaking
Education
Samford University 2004 — 2006
Master of Business Administration, Business
Samford University, Cumberland School of Law 2003 — 2006
Juris Doctor, Law
University of Mississippi 1998 — 2002
Bachelor of Arts, English & Political Science
Westminster School 1995 — 1998
High School Diploma, High School Diploma
Eaglebrook School 1992 — 1995
Masonite International October 2014 - Present
Thad Cochran for Mississippi March 2014 - November 2014
Sanderson Farms January 2011 - November 2013
Sanderson Farms December 2010 - January 2011
Saxbys January 2009 - October 2010
NRCC February 2008 - December 2008
Mississippi Republican Party April 2007 - December 2007
Siegel, O'Connor, O'Donnell, & Beck, P.C. June 2005 - August 2005
Legal Services Alabama May 2004 - August 2004
Wachovia Bank, N.A. December 2002 - April 2003
Skills
Writing, Business Analysis, Research, Field Work, Employee Relations, Employment Law, Inventory Management, Strategic Planning, Advanced Computer Skills, Employee Management, Project Management, Production Managment, Food Processing, Marketing, Fundraising, Public Speaking
Education
Samford University 2004 — 2006
Master of Business Administration, Business
Samford University, Cumberland School of Law 2003 — 2006
Juris Doctor, Law
University of Mississippi 1998 — 2002
Bachelor of Arts, English & Political Science
Westminster School 1995 — 1998
High School Diploma, High School Diploma
Eaglebrook School 1992 — 1995
Eric Tacik's Wachovia Bank NA Experience 1997 - 2001
Job Senior Consultant at Microsoft
Industry Computer Software
Experience
Microsoft October 2001 - Present
Wachovia Bank, N.A. 1997 - 2001
Federal Reserve Board 1990 - 1997
Skills
Cloud Computing, Enterprise Architecture, Enterprise Software, Security, Professional Services, Microsoft Technologies, IT Strategy, SharePoint, Solution Architecture, Virtualization, Identity Management, SOA, Pre-sales, Architectures, Active Directory, Disaster Recovery
Education
The Johns Hopkins University 1994 — 1997
MS, Information and Telecommunications Systems
University of Maryland College Park 1985 — 1990
BS, Finance
Microsoft October 2001 - Present
Wachovia Bank, N.A. 1997 - 2001
Federal Reserve Board 1990 - 1997
Skills
Cloud Computing, Enterprise Architecture, Enterprise Software, Security, Professional Services, Microsoft Technologies, IT Strategy, SharePoint, Solution Architecture, Virtualization, Identity Management, SOA, Pre-sales, Architectures, Active Directory, Disaster Recovery
Education
The Johns Hopkins University 1994 — 1997
MS, Information and Telecommunications Systems
University of Maryland College Park 1985 — 1990
BS, Finance
Simon Nadler's Wachovia Bank NA Experience 2010 - Present
Job Store Manager at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company August 2010 - Present
Wachovia Bank, N.A. 2010 - Present
Sovereign Bank August 2009 - May 2010
Wachovia, A Wells Fargo Company October 2006 - July 2009
PNC Bank July 2004 - September 2006
First Investors Corporation January 2004 - June 2005
Education
Randolph-Macon College 2000 — 2004
BA, Political Science
Wachovia, A Wells Fargo Company August 2010 - Present
Wachovia Bank, N.A. 2010 - Present
Sovereign Bank August 2009 - May 2010
Wachovia, A Wells Fargo Company October 2006 - July 2009
PNC Bank July 2004 - September 2006
First Investors Corporation January 2004 - June 2005
Education
Randolph-Macon College 2000 — 2004
BA, Political Science
Jameson Cahill's Wachovia Bank NA Experience June 2002 - June 2005
Job Senior Relationship Manager Commercial Real Estate at HSBC Bank
Industry Real Estate
Experience
HSBC Bank September 2012 - Present
PricewaterhouseCoopers February 2010 - September 2012
Labor Management Fund Advisors June 2005 - February 2010
Wachovia Bank, N.A. June 2002 - June 2005
KeyBank Real Estate Capital March 1999 - June 2002
CRIIMI MAE August 1997 - December 1998
The Patrician Financial Company (now DB Mortgage Capital) May 1994 - July 1997
Run to Daylight April 1988 - July 1988
Skills
Microsoft Excel, Microsoft Word, Argus Modeling, Real Estate Transactions, Real Estate Development, Commercial Real Estate, Loan Origination, Debt Restructuring, Asset Managment, Syndications, Fannie Mae and Freddie..., Banking, Portfolio Management, Asset Management, Mergers & Acquisitions, Financial Analysis, Financial Structuring, Investment Properties, Finance, Investments, Credit, Real Estate Economics, Capital Markets, Due Diligence, Equities, Multi-family, Real Estate, Cash Flow, Valuation, Disposition, Acquisitions, Real Estate Financing, Commercial Mortgages, Financial Services, Financial Modeling, Underwriting, Private Equity, Dispositions
Education
George Mason University
The George Washington University
University of Virginia
HSBC Bank September 2012 - Present
PricewaterhouseCoopers February 2010 - September 2012
Labor Management Fund Advisors June 2005 - February 2010
Wachovia Bank, N.A. June 2002 - June 2005
KeyBank Real Estate Capital March 1999 - June 2002
CRIIMI MAE August 1997 - December 1998
The Patrician Financial Company (now DB Mortgage Capital) May 1994 - July 1997
Run to Daylight April 1988 - July 1988
Skills
Microsoft Excel, Microsoft Word, Argus Modeling, Real Estate Transactions, Real Estate Development, Commercial Real Estate, Loan Origination, Debt Restructuring, Asset Managment, Syndications, Fannie Mae and Freddie..., Banking, Portfolio Management, Asset Management, Mergers & Acquisitions, Financial Analysis, Financial Structuring, Investment Properties, Finance, Investments, Credit, Real Estate Economics, Capital Markets, Due Diligence, Equities, Multi-family, Real Estate, Cash Flow, Valuation, Disposition, Acquisitions, Real Estate Financing, Commercial Mortgages, Financial Services, Financial Modeling, Underwriting, Private Equity, Dispositions
Education
George Mason University
The George Washington University
University of Virginia
Kevin Picart's Wachovia Bank NA Experience 2000 - 2002
Job Senior Vice President at Seacoast Bank
Industry Banking
Experience
Seacoast Bank 2007 - Present
Wells Fargo - Real Estate Financial Services 2005 - 2007
Union Bank of Florida 2002 - 2005
Wachovia Bank, N.A. 2000 - 2002
Skills
Commercial Real Estate, Real Estate Financing, Commercial Banking, Loan Work-outs, Collections, Loans, Commercial Lending, Portfolio Management, Banking, Public Speaking, Marketing, Credit Analysis, Loan Origination, Lines Of Credit, Commercial Mortgages, Commercial Real Estate..., Commercial Leasing, Property Management, Asset Based Lending, Consumer Lending, Credit, Mortgage Lending, Small Business Lending
Education
University of Florida
Bachelor of Arts (BA)
University of Florida
Master's degree, Business Administration and Management, Real Estate Finance
Seacoast Bank 2007 - Present
Wells Fargo - Real Estate Financial Services 2005 - 2007
Union Bank of Florida 2002 - 2005
Wachovia Bank, N.A. 2000 - 2002
Skills
Commercial Real Estate, Real Estate Financing, Commercial Banking, Loan Work-outs, Collections, Loans, Commercial Lending, Portfolio Management, Banking, Public Speaking, Marketing, Credit Analysis, Loan Origination, Lines Of Credit, Commercial Mortgages, Commercial Real Estate..., Commercial Leasing, Property Management, Asset Based Lending, Consumer Lending, Credit, Mortgage Lending, Small Business Lending
Education
University of Florida
Bachelor of Arts (BA)
University of Florida
Master's degree, Business Administration and Management, Real Estate Finance
Charles Ambos's Wachovia Bank NA Experience August 1994 - July 1998
Job Corporate Recruiting Supervisor at SCANA
Industry Utilities
Experience
SCANA Corporation July 2015 - Present
SCANA August 2012 - June 2015
SCANA January 2005 - July 2012
Southern Company August 1998 - January 2005
Wachovia Bank, N.A. August 1994 - July 1998
Skills
Employee Relations, Organizational..., Strategic Planning, Leadership Development, Performance Management, Program Management, Personnel Management, Recruiting, Onboarding, Talent Management, Energy, Applicant Tracking..., Training, Leadership, Management, Nuclear, Engineering, Operations Management, Reactor, Project Management, Quality Assurance, Power Plants, Government, Military, Power Generation, Nuclear Engineering, Human Resources, Supervisory Skills, Electric Power, Team Leadership, Team Building, Navy, Change Management, Project Planning, Process Improvement, Deferred Compensation, Employee Training, Succession Planning, Talent Acquisition, Sourcing, Plant Operations, Interviews, Technical Recruiting, Maintenance Management, Factory, Human Performance, Business Development, Procedure Development, Training Delivery, Steam Turbines
Education
The Citadel 1990 — 1994
BS, Business Administration
Georgia Southern University 1999 — 2002
MBA, Business Administration
SCANA Corporation July 2015 - Present
SCANA August 2012 - June 2015
SCANA January 2005 - July 2012
Southern Company August 1998 - January 2005
Wachovia Bank, N.A. August 1994 - July 1998
Skills
Employee Relations, Organizational..., Strategic Planning, Leadership Development, Performance Management, Program Management, Personnel Management, Recruiting, Onboarding, Talent Management, Energy, Applicant Tracking..., Training, Leadership, Management, Nuclear, Engineering, Operations Management, Reactor, Project Management, Quality Assurance, Power Plants, Government, Military, Power Generation, Nuclear Engineering, Human Resources, Supervisory Skills, Electric Power, Team Leadership, Team Building, Navy, Change Management, Project Planning, Process Improvement, Deferred Compensation, Employee Training, Succession Planning, Talent Acquisition, Sourcing, Plant Operations, Interviews, Technical Recruiting, Maintenance Management, Factory, Human Performance, Business Development, Procedure Development, Training Delivery, Steam Turbines
Education
The Citadel 1990 — 1994
BS, Business Administration
Georgia Southern University 1999 — 2002
MBA, Business Administration
Alexander B. Bartlett's Wachovia Bank NA Experience May 1999 - May 2004
Job Senior Vice President Corporate Banking at BB&T
Industry Banking
Experience
BB&T December 2011 - Present
M&T Bank April 2005 - December 2011
Merrill Lynch May 2004 - April 2005
Wachovia Bank, N.A. May 1999 - May 2004
Education
Loyola College in Maryland 2010 — 2013
Masters Degree, Business Administration
Towson University 1995 — 1999
Bachelors of Science, Business Administration - Concentration in Finance.
BB&T December 2011 - Present
M&T Bank April 2005 - December 2011
Merrill Lynch May 2004 - April 2005
Wachovia Bank, N.A. May 1999 - May 2004
Education
Loyola College in Maryland 2010 — 2013
Masters Degree, Business Administration
Towson University 1995 — 1999
Bachelors of Science, Business Administration - Concentration in Finance.
Chris Spaugh's Wachovia Bank NA Experience June 2001 - March 2004
Job Philanthropic Planning Strategist Team Manager
Industry Banking
Experience
Wells Fargo Bank, NA June 2014 - Present
Wells Fargo Bank, N.A. September 2012 - May 2014
Wells Fargo Bank and Wachovia Bank March 2004 - September 2012
Wachovia Bank, N.A. June 2001 - March 2004
Wachovia Bank, N.A. December 1995 - June 2001
Skills
Asset Management, Wealth Management, Public Speaking, Portfolio Management, Banking, Estate Planning, Financial Services, Philanthropy, Risk Management, Wealth, Charitable Trusts, Training, Investments, Nonprofits, Private Foundations, Wealth Management..., High Net Worth..., Management, Retirement Planning, Charities
Education
The American College 2012 — 2014
MSFS, Masters of Science in Financial Services
Gardner-Webb University 1995 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo Bank, NA June 2014 - Present
Wells Fargo Bank, N.A. September 2012 - May 2014
Wells Fargo Bank and Wachovia Bank March 2004 - September 2012
Wachovia Bank, N.A. June 2001 - March 2004
Wachovia Bank, N.A. December 1995 - June 2001
Skills
Asset Management, Wealth Management, Public Speaking, Portfolio Management, Banking, Estate Planning, Financial Services, Philanthropy, Risk Management, Wealth, Charitable Trusts, Training, Investments, Nonprofits, Private Foundations, Wealth Management..., High Net Worth..., Management, Retirement Planning, Charities
Education
The American College 2012 — 2014
MSFS, Masters of Science in Financial Services
Gardner-Webb University 1995 — 1997
Bachelor of Science (BS), Business Administration and Management, General
John Muller's Wachovia Bank NA Experience February 2007 - December 2009
Job Wealth Advisor at Wells Fargo The Private Bank
Industry Banking
Experience
Wells Fargo - The Private Bank January 2010 - Present
Wachovia Bank, N.A. February 2007 - December 2009
Wachovia Bank, N.A. March 2001 - February 2007
Wachovia Bank, N.A. May 1996 - March 2001
Wachovia Bank, N.A. January 1992 - May 1996
Wachovia Bank, NA June 1988 - December 1991
Skills
Commercial Banking, Commercial Lending, Portfolio Management, Series 7, Series 63, Investment Advisory, Relationship Management, Financial Risk, Securities, Fixed Income, Capital Markets, Wealth Management, Asset Allocation, Asset Management, Banking, Credit, Credit Analysis, Estate Planning, Financial Analysis, Investment Strategies, Investments, Mutual Funds, Strategic Financial..., Loans, Consumer Lending, Risk Management, Financial Services, Due Diligence, Mortgage Lending, Retirement Planning, Valuation, Underwriting
Education
Wake Forest University School of Business 1993 — 1996
MBA, Finance
Hampden-Sydney College 1984 — 1988
The McCallie School 1981 — 1984
Virginia Program At Oxford University
Economics
University of Madrid
Spanish
Wells Fargo - The Private Bank January 2010 - Present
Wachovia Bank, N.A. February 2007 - December 2009
Wachovia Bank, N.A. March 2001 - February 2007
Wachovia Bank, N.A. May 1996 - March 2001
Wachovia Bank, N.A. January 1992 - May 1996
Wachovia Bank, NA June 1988 - December 1991
Skills
Commercial Banking, Commercial Lending, Portfolio Management, Series 7, Series 63, Investment Advisory, Relationship Management, Financial Risk, Securities, Fixed Income, Capital Markets, Wealth Management, Asset Allocation, Asset Management, Banking, Credit, Credit Analysis, Estate Planning, Financial Analysis, Investment Strategies, Investments, Mutual Funds, Strategic Financial..., Loans, Consumer Lending, Risk Management, Financial Services, Due Diligence, Mortgage Lending, Retirement Planning, Valuation, Underwriting
Education
Wake Forest University School of Business 1993 — 1996
MBA, Finance
Hampden-Sydney College 1984 — 1988
The McCallie School 1981 — 1984
Virginia Program At Oxford University
Economics
University of Madrid
Spanish
Sheila Schiffman's Wachovia Bank NA Experience 1994 - 1996
Job Senior Programmer Analyst at The Financial Information System for California (FI$Cal)
Industry Computer Software
Experience
The Financial Information System for California (FI$Cal) March 2014 - Present
California State Controller's Office September 2008 - Present
Informatix, Inc. October 2005 - February 2008
Electronic Data Systems (EDS) December 2003 - May 2005
Raley's August 1999 - July 2003
UC Davis Medical Center March 1999 - June 1999
NationsBank Factoring (now Bank of America) February 1997 - March 1999
MCI Corporation April 1996 - January 1997
Wachovia Bank, N.A. 1994 - 1996
The Travelers Insurance (Citigroup) March 1991 - March 1994
Skills
DB2, IDMS, VSAM, CICS, COBOL, OS/390, Platinum Tools, SQL, JCL, Databases, Mainframe, Database Design, Software Documentation, z/OS, Data Warehousing, SDLC, Visual Basic, Visio, Integration, Requirements Analysis
Education
Tampa College 1984 — 1986
Bachelor of Science (B.S.), Computer and Information Sciences, General
University of Northern Colorado 1979 — 1981
Bachelor of Arts (B.A.), Communication and Media Studies
University of Colorado at Boulder 1979 — 1979
The Financial Information System for California (FI$Cal) March 2014 - Present
California State Controller's Office September 2008 - Present
Informatix, Inc. October 2005 - February 2008
Electronic Data Systems (EDS) December 2003 - May 2005
Raley's August 1999 - July 2003
UC Davis Medical Center March 1999 - June 1999
NationsBank Factoring (now Bank of America) February 1997 - March 1999
MCI Corporation April 1996 - January 1997
Wachovia Bank, N.A. 1994 - 1996
The Travelers Insurance (Citigroup) March 1991 - March 1994
Skills
DB2, IDMS, VSAM, CICS, COBOL, OS/390, Platinum Tools, SQL, JCL, Databases, Mainframe, Database Design, Software Documentation, z/OS, Data Warehousing, SDLC, Visual Basic, Visio, Integration, Requirements Analysis
Education
Tampa College 1984 — 1986
Bachelor of Science (B.S.), Computer and Information Sciences, General
University of Northern Colorado 1979 — 1981
Bachelor of Arts (B.A.), Communication and Media Studies
University of Colorado at Boulder 1979 — 1979
Charlie Bevan's Wachovia Bank NA Experience June 1997 - April 2007
Job Senior Wealth Planner at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank 2007 - Present
Wachovia Bank, N.A. June 1997 - April 2007
Skills
Estate Planning, Estate Tax Planning, Retirement Planning, Life Insurance, Retirement, Tax, Trusts, Financial Advisory, Wealth, Strategic Financial..., Succession Planning, Wealth Management..., Financial Planners, Asset Allocation, Small Business, Trust Services, Investment Advisory, Investment Management, Investment Strategies, Wealth Management, Real Estate, High Net Worth..., Personal Financial..., Income Tax, Series 7, Investments, Financial Planning
Education
Loyola University New Orleans College of Law 1992 — 1995
J.D., Law
University of Virginia 1987 — 1990
B.A., Government
Wells Fargo Bank 2007 - Present
Wachovia Bank, N.A. June 1997 - April 2007
Skills
Estate Planning, Estate Tax Planning, Retirement Planning, Life Insurance, Retirement, Tax, Trusts, Financial Advisory, Wealth, Strategic Financial..., Succession Planning, Wealth Management..., Financial Planners, Asset Allocation, Small Business, Trust Services, Investment Advisory, Investment Management, Investment Strategies, Wealth Management, Real Estate, High Net Worth..., Personal Financial..., Income Tax, Series 7, Investments, Financial Planning
Education
Loyola University New Orleans College of Law 1992 — 1995
J.D., Law
University of Virginia 1987 — 1990
B.A., Government
Mark Cloud's Wachovia Bank NA Experience Manager, Installment & RAI ProgramsNADA Retirement TrustJanuary 2001 - July 2006
Job Assistant Vice President at Wachovia Bank, N.A.
Industry Banking
Experience
Wachovia Bank, N.A. Manager, Installment & RAI ProgramsNADA Retirement TrustJanuary 2001 - July 2006
Education
George Mason University 1986 — 1990
Bachelor of Science, Public Administration / Economics
Wachovia Bank, N.A. Manager, Installment & RAI ProgramsNADA Retirement TrustJanuary 2001 - July 2006
Education
George Mason University 1986 — 1990
Bachelor of Science, Public Administration / Economics
Anne Sheahan's Wachovia Bank NA Experience August 2000 - Present
Job Senior Vice President, Wells Fargo
Industry Banking
Experience
Wachovia Bank, N.A. August 2000 - Present
Education
Rutgers University-New Brunswick
B.A., Economics
Wachovia Bank, N.A. August 2000 - Present
Education
Rutgers University-New Brunswick
B.A., Economics
Daniel Choplin's Wachovia Bank NA Experience April 1998 - May 2001
Job Philanthropic Services, Trust Administrator II at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2011 - Present
Southern Community Bank and Trust September 2008 - April 2011
Exeter 1031 Exchange Services, LLC March 2006 - February 2007
Wachovia Bank May 2001 - February 2006
Wachovia Bank, N.A. April 1998 - May 2001
Piedmont Aviation Services, Inc. June 1993 - March 1998
Education
Gardner-Webb University 2001 — 2003
MBA, Business Administration
Wells Fargo April 2011 - Present
Southern Community Bank and Trust September 2008 - April 2011
Exeter 1031 Exchange Services, LLC March 2006 - February 2007
Wachovia Bank May 2001 - February 2006
Wachovia Bank, N.A. April 1998 - May 2001
Piedmont Aviation Services, Inc. June 1993 - March 1998
Education
Gardner-Webb University 2001 — 2003
MBA, Business Administration
Bradley Gould's Wachovia Bank NA Experience 2004 - 2005
Job Operations Manager providing direction, expert advice, maximizing efficiency, & empowering others to succeed
Industry Financial Services
Experience
Kroger June 2012 - Present
Prudential Financial October 2009 - December 2010
McCamish Systems 2008 - 2009
SunTrust Bank 2007 - 2008
The Maids of Atlanta 2005 - 2007
Wachovia Bank, N.A. 2004 - 2005
Computer Sciences Corporation 2000 - 2004
Prudential Life Insurance Company of America 1999 - 2000
Air National Guard 1980 - 2000
The Phoenix Companies 1995 - 1999
Skills
Insurance, Operations Management, Business Analysis, Customer Service, Microsoft Office, Banking, Leadership Development, Public Speaking, Budgeting, Customer Relations, Real Estate, Hiring, Product Knowledge, Planning, Security, Team Management, Visio, Commission Processing, New Business Processing, Compliance, Property & Casualty..., Elixir, Administrative Man, Human Resources, Food Safety, Workplace Safety, Profit & Loss Management, Management, Project Planning, Team Building, Budgets, Training, Process Improvement
Education
Eastern Connecticut State University 1984 — 1987
BS, Business Administration
Community College of the Air Force
A.S., Intelligence and Imagery Analysis
Life Office Managment Association
Quality & Productivity Soulutions
Project Management Professional (PMP) Certificate
Kroger June 2012 - Present
Prudential Financial October 2009 - December 2010
McCamish Systems 2008 - 2009
SunTrust Bank 2007 - 2008
The Maids of Atlanta 2005 - 2007
Wachovia Bank, N.A. 2004 - 2005
Computer Sciences Corporation 2000 - 2004
Prudential Life Insurance Company of America 1999 - 2000
Air National Guard 1980 - 2000
The Phoenix Companies 1995 - 1999
Skills
Insurance, Operations Management, Business Analysis, Customer Service, Microsoft Office, Banking, Leadership Development, Public Speaking, Budgeting, Customer Relations, Real Estate, Hiring, Product Knowledge, Planning, Security, Team Management, Visio, Commission Processing, New Business Processing, Compliance, Property & Casualty..., Elixir, Administrative Man, Human Resources, Food Safety, Workplace Safety, Profit & Loss Management, Management, Project Planning, Team Building, Budgets, Training, Process Improvement
Education
Eastern Connecticut State University 1984 — 1987
BS, Business Administration
Community College of the Air Force
A.S., Intelligence and Imagery Analysis
Life Office Managment Association
Quality & Productivity Soulutions
Project Management Professional (PMP) Certificate
Stacy Falconer`'s Wachovia Bank NA Experience October 2009 - March 2011
Job Strategy Consultant, Business Support Manager at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A. March 2011 - Present
Wachovia Bank, N.A. October 2009 - March 2011
Wachovia, A Wells Fargo Company 2008 - March 2011
Wells Fargo 2008 - March 2011
Wells Fargo Bank 2008 - March 2011
Wachovia Corporation 1995 - March 2011
Skills
Banking, Change Management, Process Improvement, Program Management, Cross-functional Team..., Vendor Management, Situational Leadership, Team Building, Project Management, Customer Experience, Business Requirements, Performance Management, Risk Management, SDLC, Business Analysis, Mergers & Acquisitions, Leadership, Business Strategy, Executive Management
Education
Miami Dade College 1970 — 1972
Mathmatics; Foreign Language-Spanish
Miami Dade College
Miami Senior High School, Miami Dade College
Wells Fargo Bank, N.A. March 2011 - Present
Wachovia Bank, N.A. October 2009 - March 2011
Wachovia, A Wells Fargo Company 2008 - March 2011
Wells Fargo 2008 - March 2011
Wells Fargo Bank 2008 - March 2011
Wachovia Corporation 1995 - March 2011
Skills
Banking, Change Management, Process Improvement, Program Management, Cross-functional Team..., Vendor Management, Situational Leadership, Team Building, Project Management, Customer Experience, Business Requirements, Performance Management, Risk Management, SDLC, Business Analysis, Mergers & Acquisitions, Leadership, Business Strategy, Executive Management
Education
Miami Dade College 1970 — 1972
Mathmatics; Foreign Language-Spanish
Miami Dade College
Miami Senior High School, Miami Dade College
Yeniel Madrigal's Wachovia Bank NA Experience December 2003 - Present
Job Assistant Vice President, Senior Small Business Financial Specialist at Wachovia Bank, N.A.
Industry Financial Services
Experience
Wachovia Bank, N.A. December 2003 - Present
Skills
Credit
Education
Florida International University - College of Business 2000 — 2004
Bachelor of Business Administration, Finance
Wachovia Bank, N.A. December 2003 - Present
Skills
Credit
Education
Florida International University - College of Business 2000 — 2004
Bachelor of Business Administration, Finance
Kevin Franklin, B.E.P, CIDA's Wachovia Bank NA Experience 2004 - 2008
Job Director of Customer Facing Operations (Products and Services) at Duke Energy Corporation
Industry Utilities
Experience
Duke Energy Corporation July 2014 - Present
Duke Energy Corporation October 2012 - July 2014
Duke Energy Corporation November 2008 - November 2012
Duke Energy November 2008 - September 2010
Wachovia 2004 - 2008
Wachovia Bank, N.A. 2004 - 2008
Skills
Financial Analysis, Marketing Strategy, Management, Process Improvement, Marketing, Data Analysis, Competitive Analysis, Program Management, Project Management, Analysis, Cross-functional Team..., Project Planning, Business Analysis, Leadership, Business Process..., Budgets, Product Management, Mergers & Acquisitions, Contract Negotiation, Risk Management, Strategy, Business Strategy, Forecasting, Team Leadership, Business Development, Strategic Planning, Finance, Management Consulting, Energy
Education
North Carolina State University 2000 — 2004
Business Administration, Finance
Duke Energy Corporation July 2014 - Present
Duke Energy Corporation October 2012 - July 2014
Duke Energy Corporation November 2008 - November 2012
Duke Energy November 2008 - September 2010
Wachovia 2004 - 2008
Wachovia Bank, N.A. 2004 - 2008
Skills
Financial Analysis, Marketing Strategy, Management, Process Improvement, Marketing, Data Analysis, Competitive Analysis, Program Management, Project Management, Analysis, Cross-functional Team..., Project Planning, Business Analysis, Leadership, Business Process..., Budgets, Product Management, Mergers & Acquisitions, Contract Negotiation, Risk Management, Strategy, Business Strategy, Forecasting, Team Leadership, Business Development, Strategic Planning, Finance, Management Consulting, Energy
Education
North Carolina State University 2000 — 2004
Business Administration, Finance
Brad Mallow's Wachovia Bank NA Experience 1997 - 2008
Job Senior Vice President at Bank of America
Industry Banking
Experience
Bank of America Senior Vice PresidentWachoviaMarch 1997 - September 2008
Wachovia Bank, N.A. 1997 - 2008
Education
Millsaps College 1991 — 1994
MBA, International Finance
University of Mississippi 1977 — 1981
Bachelor of Accountancy, Accounting
Bank of America Senior Vice PresidentWachoviaMarch 1997 - September 2008
Wachovia Bank, N.A. 1997 - 2008
Education
Millsaps College 1991 — 1994
MBA, International Finance
University of Mississippi 1977 — 1981
Bachelor of Accountancy, Accounting
Elspeth England's Wachovia Bank NA Experience April 1991 - November 2004
Job Managing Director at Regions Business Capital
Industry Banking
Experience
Regions Business Capital March 2015 - Present
Elements Massage Buckhead March 2013 - February 2015
Wachovia Bank, N.A. April 1991 - November 2004
The Bank of New York July 1987 - December 1990
Skills
Portfolio Management, Investments, Banking, Risk Management, Loans, Credit, Microsoft Office, Social Media
Education
Duke University 1978 — 1982
AB, Economics
Regions Business Capital March 2015 - Present
Elements Massage Buckhead March 2013 - February 2015
Wachovia Bank, N.A. April 1991 - November 2004
The Bank of New York July 1987 - December 1990
Skills
Portfolio Management, Investments, Banking, Risk Management, Loans, Credit, Microsoft Office, Social Media
Education
Duke University 1978 — 1982
AB, Economics
Christina Cantrell's Wachovia Bank NA Experience May 2006 - January 2009
Job Data Modeler at Wells Fargo Bank
Industry Information Technology and Services
Experience
Wells Fargo Bank May 2006 - Present
Wachovia Bank, N.A. May 2006 - January 2009
Bank of America May 2005 - February 2006
John H. Harland June 2001 - May 2005
Skills
Data Modeling, Erwin, Databases, Data Marts, Teradata, ETL, Physical Data Modeling, Data Warehousing, Data Mapping, Business Analysis, Data Warehouse..., SDLC, Database Design, Business Requirements, Data Management, Business Intelligence
Education
Kennesaw State University 1986 — 1987
BA, History
University of North Carolina at Chapel Hill 1971 — 1974
none, Chemistry
Wells Fargo Bank May 2006 - Present
Wachovia Bank, N.A. May 2006 - January 2009
Bank of America May 2005 - February 2006
John H. Harland June 2001 - May 2005
Skills
Data Modeling, Erwin, Databases, Data Marts, Teradata, ETL, Physical Data Modeling, Data Warehousing, Data Mapping, Business Analysis, Data Warehouse..., SDLC, Database Design, Business Requirements, Data Management, Business Intelligence
Education
Kennesaw State University 1986 — 1987
BA, History
University of North Carolina at Chapel Hill 1971 — 1974
none, Chemistry
Susan Boles's Wachovia Bank NA Experience July 1979 - October 2000
Job AVP/Project/Process Improvement Analyst III at BB&T
Industry Banking
Experience
BB&T December 2012 - Present
BB&T August 2012 - December 2012
BB&T February 2001 - August 2012
Wachovia Bank, N.A. July 1979 - October 2000
Skills
Vendor Management, Process Improvement, Procurement, Budgets, Sourcing, Banking, Purchasing, Time Management
Education
Surry Community College
Associate of Arts and Sciences (A.A.S.)
BB&T December 2012 - Present
BB&T August 2012 - December 2012
BB&T February 2001 - August 2012
Wachovia Bank, N.A. July 1979 - October 2000
Skills
Vendor Management, Process Improvement, Procurement, Budgets, Sourcing, Banking, Purchasing, Time Management
Education
Surry Community College
Associate of Arts and Sciences (A.A.S.)
Barbara Paisley's Wachovia Bank NA Experience April 2002 - October 2008
Job Elder Law Attorney
Industry Banking
Experience
Elder Law October 2008 - Present
Wachovia Bank, N.A. April 2002 - October 2008
Education
Thomas M. Cooley Law School 1982 — 1985
Juris Doctorate, Law
Elder Law October 2008 - Present
Wachovia Bank, N.A. April 2002 - October 2008
Education
Thomas M. Cooley Law School 1982 — 1985
Juris Doctorate, Law
Sherrie Baird's Wachovia Bank NA Experience 2007 - 2009
Job Experienced Customer Service Manager for Commercial and Business Banking
Industry Banking
Experience
Wachovia Bank, a Wells Fargo Company November 2007 - September 2009
Wachovia Bank, N.A. 2007 - 2009
Wachovia Bank April 2005 - October 2007
Education
Dale Carnegie
Georgia Perimeter College
Wachovia Bank, a Wells Fargo Company November 2007 - September 2009
Wachovia Bank, N.A. 2007 - 2009
Wachovia Bank April 2005 - October 2007
Education
Dale Carnegie
Georgia Perimeter College
Eric Hoffmann's Wachovia Bank NA Experience October 2002 - July 2004
Job Sales at Ferguson Enterprises
Industry Wholesale
Experience
Ferguson Enterprises August 2004 - Present
Wachovia Bank, N.A. October 2002 - July 2004
Skills
Cold Calling, Account Management, Sales Management, Outside Sales, Sales, Wholesale, Sales Operations, Steam Systems, Forecasting, Direct Sales, Sales Presentations, Sales Process, Steam Generators, Selling, Purchasing, Inventory Management, Pricing, B2B, Key Account Management, Contract Negotiation, New Business Development, Trade Shows
Education
Florida State University 1998 — 2002
B.S., Economics
Ferguson Enterprises August 2004 - Present
Wachovia Bank, N.A. October 2002 - July 2004
Skills
Cold Calling, Account Management, Sales Management, Outside Sales, Sales, Wholesale, Sales Operations, Steam Systems, Forecasting, Direct Sales, Sales Presentations, Sales Process, Steam Generators, Selling, Purchasing, Inventory Management, Pricing, B2B, Key Account Management, Contract Negotiation, New Business Development, Trade Shows
Education
Florida State University 1998 — 2002
B.S., Economics
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
Walt Palmer's Wachovia Bank NA Experience January 1982 - September 2006
Job Director at BNP Paribas
Industry Banking
Experience
BNP Paribas April 2010 - Present
U.S. Bank September 2006 - April 2010
Wachovia Bank, N.A. January 1982 - September 2006
Skills
Securities, Banking
Education
La Salle University 1984 — 1989
Bachelor of Science, Business Administration - Accounting
BNP Paribas April 2010 - Present
U.S. Bank September 2006 - April 2010
Wachovia Bank, N.A. January 1982 - September 2006
Skills
Securities, Banking
Education
La Salle University 1984 — 1989
Bachelor of Science, Business Administration - Accounting
David Ring's Wachovia Bank NA Experience December 2005 - March 2009
Job President New England Region and Head of Enterprise Banking at First Niagara Bank
Industry Banking
Experience
Wells Fargo Bank, N.A. March 2009 - March 2011
Wachovia Bank, N.A. December 2005 - March 2009
Wachovia Bank, N.A. January 2003 - December 2005
Wachovia Bank, N.A. March 2001 - January 2003
National Westminster Bank 1992 - 1996
NatWest Bank USA 1992 - 1996
NatWest Bank USA 1992 - 1996
people's bank 1982 - 1993
Education
Providence College 1982 — 1986
BS, Finance
Wells Fargo Bank, N.A. March 2009 - March 2011
Wachovia Bank, N.A. December 2005 - March 2009
Wachovia Bank, N.A. January 2003 - December 2005
Wachovia Bank, N.A. March 2001 - January 2003
National Westminster Bank 1992 - 1996
NatWest Bank USA 1992 - 1996
NatWest Bank USA 1992 - 1996
people's bank 1982 - 1993
Education
Providence College 1982 — 1986
BS, Finance
Brad Burdey's Wachovia Bank NA Experience 2004 - 2006
Job Compliance Manager at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. June 2014 - Present
Capital One March 2013 - January 2014
Ernst & Young July 2012 - March 2013
DELOITTE & TOUCHE, LLP January 2008 - July 2012
Citibank, N.A. 2006 - 2007
Wachovia Bank, N.A. 2004 - 2006
Skills
Risk Management, Compliance, Quality Assurance, Credit Risk, Business Strategy, Credit, Banking, Risk Assessment, Enterprise Risk..., Finance, Process Improvement, Financial Institutions, Financial Risk, Auditing, Financial Services, Internal Controls, Operational Risk..., Financial Modeling, Due Diligence
Education
Rowan University 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
JPMorgan Chase & Co. June 2014 - Present
Capital One March 2013 - January 2014
Ernst & Young July 2012 - March 2013
DELOITTE & TOUCHE, LLP January 2008 - July 2012
Citibank, N.A. 2006 - 2007
Wachovia Bank, N.A. 2004 - 2006
Skills
Risk Management, Compliance, Quality Assurance, Credit Risk, Business Strategy, Credit, Banking, Risk Assessment, Enterprise Risk..., Finance, Process Improvement, Financial Institutions, Financial Risk, Auditing, Financial Services, Internal Controls, Operational Risk..., Financial Modeling, Due Diligence
Education
Rowan University 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Louis Manderino's Wachovia Bank NA Experience June 1983 - April 2006
Job Senior Vice President at North Jersey Community Bank
Industry Banking
Experience
North Jersey Community Bank 2007 - Present
Wachovia Bank, N.A. June 1983 - April 2006
Education
University of Wisconsin-Madison - School of Business 1983 — 1985
Real Estate Finance
Seton Hall University 1979 — 1983
Finance, Economics
North Jersey Community Bank 2007 - Present
Wachovia Bank, N.A. June 1983 - April 2006
Education
University of Wisconsin-Madison - School of Business 1983 — 1985
Real Estate Finance
Seton Hall University 1979 — 1983
Finance, Economics
Beverly Webber's Wachovia Bank NA Experience IT liaison for Commercial Banking Group
Job Vice President at Wells Fargo
Industry Financial Services
Experience
Wachovia Bank, N.A. IT liaison for Commercial Banking Group
National City Bank June 1993 - June 1998
Skills
Servers, Team Management, Banking, Project Management, Asset Management, Contract Management, Leadership Development, Financial Analysis, Business Process..., Business Analysis, Cross-functional Team..., Risk Assessment, Disaster Recovery, Network Administration, Vendor Management
Education
University of Indianapolis 1994 — 1998
Master of Business Administration (M.B.A.)
Purdue University 1974 — 1977
B.S.
Wachovia Bank, N.A. IT liaison for Commercial Banking Group
National City Bank June 1993 - June 1998
Skills
Servers, Team Management, Banking, Project Management, Asset Management, Contract Management, Leadership Development, Financial Analysis, Business Process..., Business Analysis, Cross-functional Team..., Risk Assessment, Disaster Recovery, Network Administration, Vendor Management
Education
University of Indianapolis 1994 — 1998
Master of Business Administration (M.B.A.)
Purdue University 1974 — 1977
B.S.
Joseph Tkac's Wachovia Bank NA Experience 1986 - 2007
Job SVP at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank SVPWachovia Bank/ First Fidelity BankJuly 1986 - July 2007
Wachovia Bank, N.A. 1986 - 2007
Wachovia 1985 - 2007
Education
Tulane University 1975 — 1979
BS, Economics
Wells Fargo Bank SVPWachovia Bank/ First Fidelity BankJuly 1986 - July 2007
Wachovia Bank, N.A. 1986 - 2007
Wachovia 1985 - 2007
Education
Tulane University 1975 — 1979
BS, Economics
Molli Wills's Wachovia Bank NA Experience September 2001 - February 2008
Job Accounting Director/Mortgage Banker at Home Savings of America
Industry Accounting
Experience
Home Savings of America May 2009 - Present
Wachovia Bank, N.A. September 2001 - February 2008
Education
Kennesaw State University 2002 — 2007
Business Administration, Accounting
Home Savings of America May 2009 - Present
Wachovia Bank, N.A. September 2001 - February 2008
Education
Kennesaw State University 2002 — 2007
Business Administration, Accounting
Monica Wheeler, CTFA's Wachovia Bank NA Experience 2002 - 2006
Job Reporting and Analytics Manager at EverBank
Industry Banking
Experience
EverBank September 2015 - Present
EverBank December 2013 - Present
Palms Presbyterian November 2012 - December 2013
Wells Fargo 2010 - 2012
Wells Fargo 2006 - 2010
Wachovia Bank, N.A. 2002 - 2006
Wachovia Bank, N.A. 1999 - 2002
Merrill Lynch March 1999 - December 1999
First Union National Bank June 1998 - March 1999
Barnett Bank March 1993 - June 1998
Skills
Change Management, Risk Management, Goal Oriented, CTFA, Team Building, Compliance, Fiduciary Management, Cross Selling, Matrix Management, Microsoft Office, Microsoft Excel, Microsoft Word, SharePoint, Six Sigma, Strategic Planning, KYC, AML, Complaint Management, Business Continuity..., Regulatory Guidelines, Legal Compliance, Service Level Agreements, Customer Retention, Customer Engagement, Event Planning, Trust Services, Private Banking, Investment Management, Training, Vendor Management, Property Management, Banking, Wealth Management..., Financial Risk, Process Improvement, Management, Finance, Financial Services, Investments, Portfolio Management, Wealth Management
Education
Florida State University - College of Business 1990 — 1992
Business Management, Management and Finance
Jacksonville University 1988 — 1990
St. Johns Country Day School 1982 — 1988
EverBank September 2015 - Present
EverBank December 2013 - Present
Palms Presbyterian November 2012 - December 2013
Wells Fargo 2010 - 2012
Wells Fargo 2006 - 2010
Wachovia Bank, N.A. 2002 - 2006
Wachovia Bank, N.A. 1999 - 2002
Merrill Lynch March 1999 - December 1999
First Union National Bank June 1998 - March 1999
Barnett Bank March 1993 - June 1998
Skills
Change Management, Risk Management, Goal Oriented, CTFA, Team Building, Compliance, Fiduciary Management, Cross Selling, Matrix Management, Microsoft Office, Microsoft Excel, Microsoft Word, SharePoint, Six Sigma, Strategic Planning, KYC, AML, Complaint Management, Business Continuity..., Regulatory Guidelines, Legal Compliance, Service Level Agreements, Customer Retention, Customer Engagement, Event Planning, Trust Services, Private Banking, Investment Management, Training, Vendor Management, Property Management, Banking, Wealth Management..., Financial Risk, Process Improvement, Management, Finance, Financial Services, Investments, Portfolio Management, Wealth Management
Education
Florida State University - College of Business 1990 — 1992
Business Management, Management and Finance
Jacksonville University 1988 — 1990
St. Johns Country Day School 1982 — 1988
Eileen Kiernan's Wachovia Bank NA Experience September 2000 - March 2001
Job Sr. Derivative Middle Office Analyst at Regions Bank
Industry Financial Services
Experience
Regions Bank December 2011 - Present
Regions Bank June 2011 - December 2011
Bogart's Motorsports October 2004 - June 2009
Regions Financial Corporation March 2001 - September 2004
Wachovia Bank, N.A. September 2000 - March 2001
Skills
Trading, Risk Management, Derivatives, Financial Risk, Finance, Banking, Bloomberg, Openlink
Education
Southern Connecticut State University 1985 — 1991
Finance/Art
Regions Bank December 2011 - Present
Regions Bank June 2011 - December 2011
Bogart's Motorsports October 2004 - June 2009
Regions Financial Corporation March 2001 - September 2004
Wachovia Bank, N.A. September 2000 - March 2001
Skills
Trading, Risk Management, Derivatives, Financial Risk, Finance, Banking, Bloomberg, Openlink
Education
Southern Connecticut State University 1985 — 1991
Finance/Art
Troy Kozak's Wachovia Bank NA Experience September 2000 - July 2005
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Wealth Management January 2011 - Present
Frazier & Deeter, LLC September 2008 - September 2009
Deloitte Tax, LLP July 2007 - September 2008
Bank of America Private Bank July 2005 - July 2007
Wachovia Bank, N.A. September 2000 - July 2005
Wachovia Bank, N.A. August 1998 - September 2000
Skills
Estate Planning, Wealth Management, Estate Tax Planning, Tax, Banking, Accounting, High Net Worth..., Strategic Financial..., Financial Analysis, Financial Planners, Leadership, Investments
Education
Rollins College 1980 — 1984
Bachelor of Arts, Business Administration/Economics
Emory University School of Law
Juris Doctorate
Wells Fargo Wealth Management January 2011 - Present
Frazier & Deeter, LLC September 2008 - September 2009
Deloitte Tax, LLP July 2007 - September 2008
Bank of America Private Bank July 2005 - July 2007
Wachovia Bank, N.A. September 2000 - July 2005
Wachovia Bank, N.A. August 1998 - September 2000
Skills
Estate Planning, Wealth Management, Estate Tax Planning, Tax, Banking, Accounting, High Net Worth..., Strategic Financial..., Financial Analysis, Financial Planners, Leadership, Investments
Education
Rollins College 1980 — 1984
Bachelor of Arts, Business Administration/Economics
Emory University School of Law
Juris Doctorate
John K Lynch's Wachovia Bank NA Experience VICE PRESIDENTWachovia Bank, N.A.June 1999 - Present
Job VICE PRESIDENT at Wachovia Bank, N.A.
Industry Banking
Experience
Wachovia Bank, N.A. VICE PRESIDENTWachovia Bank, N.A.June 1999 - Present
First Union National Bank June 1999 - January 2005
Education
Iona College 1988 — 1991
BS, Management Information Systems
Wachovia Bank, N.A. VICE PRESIDENTWachovia Bank, N.A.June 1999 - Present
First Union National Bank June 1999 - January 2005
Education
Iona College 1988 — 1991
BS, Management Information Systems
Nancy D. Riedel's Wachovia Bank NA Experience July 1969 - October 2000
Job Financial Professional
Industry Financial Services
Experience
Nancy D. Riedel March 2001 - Present
Wachovia Bank, N.A. July 1969 - October 2000
Skills
Financial Professional, Retirement Plan..., Qualified Retirement..., Group Benefit Plans, Financial Education, Retirement Income..., Employee Benefits, College Education...
Education
Guilford College 1980 — 1984
Bachelor’s Degree, Business Administration and Management, Accounting, General
Nancy D. Riedel March 2001 - Present
Wachovia Bank, N.A. July 1969 - October 2000
Skills
Financial Professional, Retirement Plan..., Qualified Retirement..., Group Benefit Plans, Financial Education, Retirement Income..., Employee Benefits, College Education...
Education
Guilford College 1980 — 1984
Bachelor’s Degree, Business Administration and Management, Accounting, General
Caren R. Bartlett's Wachovia Bank NA Experience February 2004 - August 2008
Job Relationship Banker at Bank of America
Industry Banking
Experience
Thin Blue Line Relationship BankerBank of AmericaAugust 2015 - Present
East Haven Board of Education April 2014 - Present
Thin Blue Line November 2009 - Present
Kelly Educational Services October 2010 - April 2014
Wachovia Bank, N.A. February 2004 - August 2008
Sara Lee Branded Apparel July 1989 - December 1997
Skills
Public Relations, Marketing, Event Planning, Social Networking, Fundraising, Public Speaking, Nonprofits, Event Management, Leadership, Marketing Communications, Management
Education
Wesleyan University 2001 — 2013
Master’s Degree, Graduate Liberal Studies Program
Quinnipiac University 1997 — 1998
Certificate, International Marketing
Quinnipiac University - School of Business 1997 — 1998
Certificate, International Marketing, 3.6
University of New Haven 1980 — 1983
B.A., Business Administration
Thin Blue Line Relationship BankerBank of AmericaAugust 2015 - Present
East Haven Board of Education April 2014 - Present
Thin Blue Line November 2009 - Present
Kelly Educational Services October 2010 - April 2014
Wachovia Bank, N.A. February 2004 - August 2008
Sara Lee Branded Apparel July 1989 - December 1997
Skills
Public Relations, Marketing, Event Planning, Social Networking, Fundraising, Public Speaking, Nonprofits, Event Management, Leadership, Marketing Communications, Management
Education
Wesleyan University 2001 — 2013
Master’s Degree, Graduate Liberal Studies Program
Quinnipiac University 1997 — 1998
Certificate, International Marketing
Quinnipiac University - School of Business 1997 — 1998
Certificate, International Marketing, 3.6
University of New Haven 1980 — 1983
B.A., Business Administration
Lea Booth's Wachovia Bank NA Experience January 1999 - April 1999
Job Owner at Lea's Artwork
Industry Fine Art
Experience
Lea's Artwork October 2011 - Present
Wells Fargo January 2010 - August 2011
Wachovia Trust July 2006 - December 2010
Wachovia Institutional Trust Services September 2004 - March 2006
Wachovia, A Wells Fargo Company April 1999 - September 2004
Wachovia Bank, N.A. January 1999 - April 1999
Wachovia Bank, N.A. January 1997 - January 1999
Wachovia Bank, N.A. March 1995 - January 1997
Wachovia Bank, N.A. July 1993 - March 1995
Skills
Spreadsheets, Access, Hiring, Compliance, Customer Service, Oil Painting, Acrylic Painting, Mixed Media, Photography, Learning and Development, Microsoft Excel, Microsoft Word, Adobe Creative Suite, Pastel, Sketching, Color Renderings, Trust Services, Project Coordination, Event Planning, Recruiting, Banking, Art, Fine Art, Teaching, Public Speaking, Research, Painting, Drawing, Editing, Blogging, Advertising, Creative Writing, Management, Staff Development, Process Improvement, Coaching, Project Management, Team Leadership, Leadership, Strategic Planning, Digital Photography, Business Analysis, Vendor Management, Training, Graphic Design, Performance Management, Illustration, Photoshop, Social Networking, Web Design
Education
ASTD 2009 — 2009
Certificate, Human Performance Improvement
ASTD 2003 — 2003
Certificate, Corporate Learning and Development
University of North Carolina at Greensboro 2000 — 2000
Certificate in the Progam for Management development, Bryan School of Business: Program for Management Development
High Point University 1990 — 1992
BS, Accounting, 3.82
University of North Carolina at Greensboro 1980 — 1982
English; Political Science; International Studies, 3.24
Ledford Senior High School 1977 — 1980
High School Diploma
Lea's Artwork October 2011 - Present
Wells Fargo January 2010 - August 2011
Wachovia Trust July 2006 - December 2010
Wachovia Institutional Trust Services September 2004 - March 2006
Wachovia, A Wells Fargo Company April 1999 - September 2004
Wachovia Bank, N.A. January 1999 - April 1999
Wachovia Bank, N.A. January 1997 - January 1999
Wachovia Bank, N.A. March 1995 - January 1997
Wachovia Bank, N.A. July 1993 - March 1995
Skills
Spreadsheets, Access, Hiring, Compliance, Customer Service, Oil Painting, Acrylic Painting, Mixed Media, Photography, Learning and Development, Microsoft Excel, Microsoft Word, Adobe Creative Suite, Pastel, Sketching, Color Renderings, Trust Services, Project Coordination, Event Planning, Recruiting, Banking, Art, Fine Art, Teaching, Public Speaking, Research, Painting, Drawing, Editing, Blogging, Advertising, Creative Writing, Management, Staff Development, Process Improvement, Coaching, Project Management, Team Leadership, Leadership, Strategic Planning, Digital Photography, Business Analysis, Vendor Management, Training, Graphic Design, Performance Management, Illustration, Photoshop, Social Networking, Web Design
Education
ASTD 2009 — 2009
Certificate, Human Performance Improvement
ASTD 2003 — 2003
Certificate, Corporate Learning and Development
University of North Carolina at Greensboro 2000 — 2000
Certificate in the Progam for Management development, Bryan School of Business: Program for Management Development
High Point University 1990 — 1992
BS, Accounting, 3.82
University of North Carolina at Greensboro 1980 — 1982
English; Political Science; International Studies, 3.24
Ledford Senior High School 1977 — 1980
High School Diploma
Philip Galioto's Wachovia Bank NA Experience October 1991 - July 2005
Job Credit Risk Assessment Officer at US Bank
Industry Banking
Experience
US Bank July 2005 - Present
Wachovia Bank, N.A. October 1991 - July 2005
Skills
Portfolio Management, Credit, Credit Analysis, Credit Risk
Education
Stony Brook University
BA, Economics
US Bank July 2005 - Present
Wachovia Bank, N.A. October 1991 - July 2005
Skills
Portfolio Management, Credit, Credit Analysis, Credit Risk
Education
Stony Brook University
BA, Economics
Susan Schupp's Wachovia Bank NA Experience July 1985 - January 2003
Job Vice President and Senior Trust Advisor, PNC Wealth Management. Lehigh Valley PA
Industry Financial Services
Experience
PNC Wealth Management August 2012 - Present
Clermont Wealth Strategies/Fulton Financial Advisors April 2004 - July 2012
Wachovia Insurance January 2003 - April 2004
Wachovia Bank, N.A. July 1985 - January 2003
First Union Bank 1990 - 2000
Skills
Series 7, Securities, Wealth, Asset Management, High Net Worth..., Estate Planning, Trusts, Investment Management
Education
Moravian College 2002 — 2005
Certificate, CFP
DeSales University 1994 — 1997
MBA, Accounting and Finance
Kutztown University of Pennsylvania 1980 — 1985
Bachelor of Science (BS), Accounting and Business/Management
PNC Wealth Management August 2012 - Present
Clermont Wealth Strategies/Fulton Financial Advisors April 2004 - July 2012
Wachovia Insurance January 2003 - April 2004
Wachovia Bank, N.A. July 1985 - January 2003
First Union Bank 1990 - 2000
Skills
Series 7, Securities, Wealth, Asset Management, High Net Worth..., Estate Planning, Trusts, Investment Management
Education
Moravian College 2002 — 2005
Certificate, CFP
DeSales University 1994 — 1997
MBA, Accounting and Finance
Kutztown University of Pennsylvania 1980 — 1985
Bachelor of Science (BS), Accounting and Business/Management
Ed Buenaga's Wachovia Bank NA Experience November 1993 - June 2007
Job Senior Vice President/Regional Manager
Industry Financial Services
Experience
US Bank, N.A. October 2010 - Present
UBS Trust Company June 2007 - October 2010
Wachovia Bank March 2006 - June 2007
Wachovia Bank, N.A. November 1993 - June 2007
Citibank,N.A. 1986 - 1993
Skills
Banking, Portfolio Management, Management, Risk Management, Mutual Funds, Financial Services, Leadership, Relationship Management, Wealth Management, Investments, Asset Allocation, New Business Development, Securities
Education
Richard Stockton College of New Jersey 1976 — 1978
BA, Sociology
Red Bank Catholic High School
US Bank, N.A. October 2010 - Present
UBS Trust Company June 2007 - October 2010
Wachovia Bank March 2006 - June 2007
Wachovia Bank, N.A. November 1993 - June 2007
Citibank,N.A. 1986 - 1993
Skills
Banking, Portfolio Management, Management, Risk Management, Mutual Funds, Financial Services, Leadership, Relationship Management, Wealth Management, Investments, Asset Allocation, New Business Development, Securities
Education
Richard Stockton College of New Jersey 1976 — 1978
BA, Sociology
Red Bank Catholic High School
Suzanne Barksdale's Wachovia Bank NA Experience February 2008 - July 2009
Job Community Relations Representative at Tidewell Hospice
Industry Nonprofit Organization Management
Experience
Tidewell Hospice November 2010 - Present
Wachovia Bank, N.A. now a Wells Fargo Company September 1973 - July 2011
Wachovia Bank, N.A. February 2008 - July 2009
Wachovia Bank, N.A. September 1973 - February 2008
Skills
Leadership Development, Human Resources, Coaching, Recruiting, Leadership, Team Building, Training, Banking, Customer Satisfaction, Sales, Microsoft Excel, PowerPoint, Customer Service, Management, Finance, Community Outreach, Public Speaking
Education
Eckerd College 1990 — 1991
Business
State College of Florida-Manatee-Sarasota 1967 — 1969
Associates of Arts, Speech and Drama
Tidewell Hospice November 2010 - Present
Wachovia Bank, N.A. now a Wells Fargo Company September 1973 - July 2011
Wachovia Bank, N.A. February 2008 - July 2009
Wachovia Bank, N.A. September 1973 - February 2008
Skills
Leadership Development, Human Resources, Coaching, Recruiting, Leadership, Team Building, Training, Banking, Customer Satisfaction, Sales, Microsoft Excel, PowerPoint, Customer Service, Management, Finance, Community Outreach, Public Speaking
Education
Eckerd College 1990 — 1991
Business
State College of Florida-Manatee-Sarasota 1967 — 1969
Associates of Arts, Speech and Drama
James O'Mara's Wachovia Bank NA Experience October 2004 - November 2007
Job Senior Loan Approver at PNC Financial Services Group
Industry Financial Services
Experience
PNC BANK January 2007 - Present
Wachovia Bank, N.A: October 2004 - November 2007
SouthTrust Bank October 2003 - November 2004
Wachovia Bank, N.A. January 2000 - January 2003
Associated Real Estate Advisors, Inc January 1997 - January 1998
First Union Corporation January 1993 - January 1997
First American Bank January 1991 - January 1993
Chase Manhattan Bank January 1988 - January 1991
Joseph J. Blake and Associates, Inc January 1986 - January 1988
USDA January 1984 - January 1986
Education
University of Delware 1972 — 1974
M.S:, Resource Economics
University of Maryland College Park 1966 — 1971
B.S., Economics
University of Delaware
M.S
PNC BANK January 2007 - Present
Wachovia Bank, N.A: October 2004 - November 2007
SouthTrust Bank October 2003 - November 2004
Wachovia Bank, N.A. January 2000 - January 2003
Associated Real Estate Advisors, Inc January 1997 - January 1998
First Union Corporation January 1993 - January 1997
First American Bank January 1991 - January 1993
Chase Manhattan Bank January 1988 - January 1991
Joseph J. Blake and Associates, Inc January 1986 - January 1988
USDA January 1984 - January 1986
Education
University of Delware 1972 — 1974
M.S:, Resource Economics
University of Maryland College Park 1966 — 1971
B.S., Economics
University of Delaware
M.S
Aaron Stover's Wachovia Bank NA Experience February 2007 - July 2009
Job Director of Marketing Assisted Living Division
Industry Hospital & Health Care
Experience
Angels Care Health Systems August 2014 - Present
Connerton Court January 2012 - September 2014
Belvedere Commons July 2009 - January 2012
Wachovia Bank, N.A. February 2007 - July 2009
Skills
New Business Development, Business Strategy, Direct Marketing, Marketing Strategy, Budget Analysis, Customer Relations, Microsoft Office, PowerPoint, Excel
Education
University of South Florida 1997 — 2000
Criminology
Florida State University 1996 — 1997
Angels Care Health Systems August 2014 - Present
Connerton Court January 2012 - September 2014
Belvedere Commons July 2009 - January 2012
Wachovia Bank, N.A. February 2007 - July 2009
Skills
New Business Development, Business Strategy, Direct Marketing, Marketing Strategy, Budget Analysis, Customer Relations, Microsoft Office, PowerPoint, Excel
Education
University of South Florida 1997 — 2000
Criminology
Florida State University 1996 — 1997
Antoinette Slagter's Wachovia Bank NA Experience 1998 - 2005
Job Commercial Banking Portfolio Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo 2015 - Present
Citizens Bank 2005 - 2014
Wachovia Bank, N.A. 1998 - 2005
CoreStates Bank, N.A. 1994 - 1998
Bucks County Bank, N.A. 1988 - 1994
Skills
Banking, Portfolio Management, Credit, Risk Management, Loans, Credit Analysis, Credit Risk, Commercial Lending, Financial Risk
Education
Northwestern University
BS, Chemical Engineering
Wells Fargo 2015 - Present
Citizens Bank 2005 - 2014
Wachovia Bank, N.A. 1998 - 2005
CoreStates Bank, N.A. 1994 - 1998
Bucks County Bank, N.A. 1988 - 1994
Skills
Banking, Portfolio Management, Credit, Risk Management, Loans, Credit Analysis, Credit Risk, Commercial Lending, Financial Risk
Education
Northwestern University
BS, Chemical Engineering
Gary Evonsion, CFA's Wachovia Bank NA Experience January 2002 - March 2003
Job Senior Vice President Crest Capital
Industry Financial Services
Experience
Crest Capital April 2015 - Present
Wells Fargo Bank March 2013 - April 2015
Evo, LLC July 2003 - January 2013
Wachovia Bank, N.A. January 2002 - March 2003
Wachovia Securities, Inc. March 1997 - January 2002
The Llama Company, L.P. April 1994 - March 1997
Aetna Capital Management, inc. August 1991 - April 1994
Aetna Financial Services, Inc. October 1987 - August 1991
GTE Service Corporation - Treasury Group January 1987 - October 1987
GTE Financial Associate Development Program June 1985 - January 1987
Skills
Strategic Planning, Business Development, Risk Management, Finance, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Mergers & Acquisitions, Due Diligence, Banking, Financial Risk, Leadership, Corporate Finance, Valuation, Management
Education
University of Michigan - Stephen M. Ross School of Business 1983 — 1985
Master of Business Administration (MBA), Accounting and Finance, Graduated with Distinction
Fairfield University 1980 — 1983
Bachelor of Science Degree, Marketing Management, Honor Roll
CFA Institute 1991 — 1994
Chartered Financial Analyst (CFA), Investments and Securities
Crest Capital April 2015 - Present
Wells Fargo Bank March 2013 - April 2015
Evo, LLC July 2003 - January 2013
Wachovia Bank, N.A. January 2002 - March 2003
Wachovia Securities, Inc. March 1997 - January 2002
The Llama Company, L.P. April 1994 - March 1997
Aetna Capital Management, inc. August 1991 - April 1994
Aetna Financial Services, Inc. October 1987 - August 1991
GTE Service Corporation - Treasury Group January 1987 - October 1987
GTE Financial Associate Development Program June 1985 - January 1987
Skills
Strategic Planning, Business Development, Risk Management, Finance, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Mergers & Acquisitions, Due Diligence, Banking, Financial Risk, Leadership, Corporate Finance, Valuation, Management
Education
University of Michigan - Stephen M. Ross School of Business 1983 — 1985
Master of Business Administration (MBA), Accounting and Finance, Graduated with Distinction
Fairfield University 1980 — 1983
Bachelor of Science Degree, Marketing Management, Honor Roll
CFA Institute 1991 — 1994
Chartered Financial Analyst (CFA), Investments and Securities
David Ring's Wachovia Bank NA Experience January 1996 - March 2009
Job Executive Vice President & Executive Managing Director Middle Market Commercial Banking
Industry Financial Services
Experience
Huntington National Bank December 2014 - Present
First Niagara Financial Group April 2011 - December 2014
Wells Fargo March 2009 - April 2011
Wachovia Bank, N.A. January 1996 - March 2009
Skills
Commercial Banking, Credit, Treasury Management, Risk Management, Cross Selling, Strategic Financial..., Banking, Commercial Lending, Underwriting, Loans, Credit Analysis, SBA, Small Business, Portfolio Management, Financial Analysis, Mortgage Lending, Financial Services, Small Business Lending, Cash Management, Middle Market, Loan Origination, Asset Based Lending, Lines Of Credit, Retail Banking, Credit Risk, Wealth Management, Relationship Management, Commercial Mortgages, Financial Risk, Mortgage Banking, Capital Markets
Education
Providence College
Huntington National Bank December 2014 - Present
First Niagara Financial Group April 2011 - December 2014
Wells Fargo March 2009 - April 2011
Wachovia Bank, N.A. January 1996 - March 2009
Skills
Commercial Banking, Credit, Treasury Management, Risk Management, Cross Selling, Strategic Financial..., Banking, Commercial Lending, Underwriting, Loans, Credit Analysis, SBA, Small Business, Portfolio Management, Financial Analysis, Mortgage Lending, Financial Services, Small Business Lending, Cash Management, Middle Market, Loan Origination, Asset Based Lending, Lines Of Credit, Retail Banking, Credit Risk, Wealth Management, Relationship Management, Commercial Mortgages, Financial Risk, Mortgage Banking, Capital Markets
Education
Providence College
Tracie Apthorpe's Wachovia Bank NA Experience December 2003 - November 2004
Job Client Services Consultant, Client Services Large Market Group at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank April 2010 - August 2012
Wells Fargo November 2004 - April 2010
Wachovia Bank, N.A. December 2003 - November 2004
Wachovia Bank, N.A. August 2001 - December 2003
First Union National Bank December 1999 - August 2001
First Union National Bank September 1998 - December 1999
First Union National Bank March 1996 - September 1998
Skills
Training, Management, Financial Services, Business Development, Leadership, Customer Service, Customer Satisfaction, 401k, Relationship Management, Retirement, Analysis
Education
Kent State University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Marketing
Wells Fargo Bank April 2010 - August 2012
Wells Fargo November 2004 - April 2010
Wachovia Bank, N.A. December 2003 - November 2004
Wachovia Bank, N.A. August 2001 - December 2003
First Union National Bank December 1999 - August 2001
First Union National Bank September 1998 - December 1999
First Union National Bank March 1996 - September 1998
Skills
Training, Management, Financial Services, Business Development, Leadership, Customer Service, Customer Satisfaction, 401k, Relationship Management, Retirement, Analysis
Education
Kent State University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Marketing
Yvonne Nyakana's Wachovia Bank NA Experience March 2005 - December 2009
Job Senior Credit Analyst
Industry Financial Services
Experience
Wells Fargo Bank January 2010 - Present
Wachovia Bank, N.A. March 2005 - December 2009
SouthTrust Bank September 2002 - February 2005
E.D.A.S., Inc. June 1992 - June 2004
Kent Regional Business Alliance January 1997 - July 2002
Skills
Commercial Banking, Risk Management, Commercial Lending, Financial Analysis, Credit Analysis, Middle Market, Corporate Finance, Asset Based Lending, Business Growth..., Strategic Financial..., Small Business Lending, Portfolio Management, Banking, Treasury Management, Loans, Finance, Underwriting, Mergers & Acquisitions, Strategy, Analysis, Financial Planning
Education
The University of Akron 1992 — 1994
Master of Taxation
The University of Akron 1989 — 1992
Master of Business Administration (M.B.A.)
Kent State University 1984 — 1988
Bachelor of Business Administration (B.B.A.)
Wells Fargo Bank January 2010 - Present
Wachovia Bank, N.A. March 2005 - December 2009
SouthTrust Bank September 2002 - February 2005
E.D.A.S., Inc. June 1992 - June 2004
Kent Regional Business Alliance January 1997 - July 2002
Skills
Commercial Banking, Risk Management, Commercial Lending, Financial Analysis, Credit Analysis, Middle Market, Corporate Finance, Asset Based Lending, Business Growth..., Strategic Financial..., Small Business Lending, Portfolio Management, Banking, Treasury Management, Loans, Finance, Underwriting, Mergers & Acquisitions, Strategy, Analysis, Financial Planning
Education
The University of Akron 1992 — 1994
Master of Taxation
The University of Akron 1989 — 1992
Master of Business Administration (M.B.A.)
Kent State University 1984 — 1988
Bachelor of Business Administration (B.B.A.)
Orlando M Gelpi's Wachovia Bank NA Experience April 2001 - March 2004
Job Sr Vice President at BB&T
Industry Financial Services
Experience
BB&T August 2009 - Present
Colonial Bank February 2008 - August 2009
KeyBank April 2004 - February 2008
Wachovia Bank, N.A. April 2001 - March 2004
Ocean Bank March 1993 - April 2001
Barnett Bank of South Florida, N.A. November 1978 - February 1993
SunTrust Bank January 1974 - November 1978
Skills
Commercial Lending, Consumer Lending, Commericial Real Estate..., Credit, Business Development, Problem Solving, Leadership, Commercial Banking, Loans, Portfolio Management, Asset Management, Sales, Banking, Financial Analysis, Credit Risk, Management, Small Business Lending, Credit Analysis, Commercial Mortgages, Mortgage Lending, Risk Management, Lines Of Credit, Cash Management, Asset Based Lending, Commercial Real Estate, Loan Origination, Treasury Management, Underwriting, Finance, Retail Banking, Wealth Management, Deposits, Relationship Management, Financial Risk, Financial Services, Private Banking, Financial Structuring, SBA, Investments, Cross Selling, Operational Risk, Treasury Services, Real Estate Financing, Real Estate Economics, AML, Structured Finance, Series 7, Wealth Management..., Capital Markets
Education
Florida International University 1972 — 1974
Bachelor of Business Administration (B.B.A.), Accounting
BB&T August 2009 - Present
Colonial Bank February 2008 - August 2009
KeyBank April 2004 - February 2008
Wachovia Bank, N.A. April 2001 - March 2004
Ocean Bank March 1993 - April 2001
Barnett Bank of South Florida, N.A. November 1978 - February 1993
SunTrust Bank January 1974 - November 1978
Skills
Commercial Lending, Consumer Lending, Commericial Real Estate..., Credit, Business Development, Problem Solving, Leadership, Commercial Banking, Loans, Portfolio Management, Asset Management, Sales, Banking, Financial Analysis, Credit Risk, Management, Small Business Lending, Credit Analysis, Commercial Mortgages, Mortgage Lending, Risk Management, Lines Of Credit, Cash Management, Asset Based Lending, Commercial Real Estate, Loan Origination, Treasury Management, Underwriting, Finance, Retail Banking, Wealth Management, Deposits, Relationship Management, Financial Risk, Financial Services, Private Banking, Financial Structuring, SBA, Investments, Cross Selling, Operational Risk, Treasury Services, Real Estate Financing, Real Estate Economics, AML, Structured Finance, Series 7, Wealth Management..., Capital Markets
Education
Florida International University 1972 — 1974
Bachelor of Business Administration (B.B.A.), Accounting
Jeannette Coles's Wachovia Bank NA Experience November 1997 - August 1998
Job Branch Services Associate at Tompkins Trust
Industry Banking
Experience
Wells Fargo Home Mortgage September 2012 - July 2013
Wells Fargo August 1998 - September 2012
Wachovia Bank, N.A. November 1997 - August 1998
Barnett Bank, N.A. April 1996 - July 1997
Barnett Bank May 1992 - March 1996
Barnett Bank, N.A. August 1991 - May 1992
Barnett Bank, N.A. August 1990 - August 1991
Barnett Bank, N.A. May 1985 - August 1990
Skills
Banking, Credit, Loans, Retail Banking, Mortgage Lending, Consumer Lending, Cross Selling, Call Centers, Mortgage Banking, Loan Origination, Lines Of Credit, Training, Branch Banking, Customer Service
Education
Penn State University 2008 — 2013
Associate of Arts (AA), Letters, Arts, and Sciences
Dale Carnegie Training 2005 — 2005
Certificate, The Dale Carnegie Course: Effective Communications and Human Relations
American Institute of Banking
Wells Fargo Home Mortgage September 2012 - July 2013
Wells Fargo August 1998 - September 2012
Wachovia Bank, N.A. November 1997 - August 1998
Barnett Bank, N.A. April 1996 - July 1997
Barnett Bank May 1992 - March 1996
Barnett Bank, N.A. August 1991 - May 1992
Barnett Bank, N.A. August 1990 - August 1991
Barnett Bank, N.A. May 1985 - August 1990
Skills
Banking, Credit, Loans, Retail Banking, Mortgage Lending, Consumer Lending, Cross Selling, Call Centers, Mortgage Banking, Loan Origination, Lines Of Credit, Training, Branch Banking, Customer Service
Education
Penn State University 2008 — 2013
Associate of Arts (AA), Letters, Arts, and Sciences
Dale Carnegie Training 2005 — 2005
Certificate, The Dale Carnegie Course: Effective Communications and Human Relations
American Institute of Banking
Charles Ambos's Wachovia Bank NA Experience August 1994 - July 1998
Job Independent Professional Recruiter
Industry Staffing and Recruiting
Experience
Ambos Recruitment Services, LLC September 2013 - Present
SCANA Corporation August 2012 - Present
SCANA Corporation January 2005 - July 2012
Southern Company August 1998 - January 2005
Wachovia Bank, N.A. August 1994 - July 1998
Skills
Personnel Management, Talent Management, Training, Recruiting, Deferred Compensation, Temporary Placement, Program Management, Human Resources, Management, Workforce Planning
Education
The Citadel 1990 — 1994
Bachelor of Science in Business Administration
Georgia Southern University 1999 — 2002
Master of Business Administration (MBA)
Ambos Recruitment Services, LLC September 2013 - Present
SCANA Corporation August 2012 - Present
SCANA Corporation January 2005 - July 2012
Southern Company August 1998 - January 2005
Wachovia Bank, N.A. August 1994 - July 1998
Skills
Personnel Management, Talent Management, Training, Recruiting, Deferred Compensation, Temporary Placement, Program Management, Human Resources, Management, Workforce Planning
Education
The Citadel 1990 — 1994
Bachelor of Science in Business Administration
Georgia Southern University 1999 — 2002
Master of Business Administration (MBA)
Elizabeth Attias's Wachovia Bank NA Experience December 1997 - November 2000
Job Attorney at Attias Law LLC
Industry Law Practice
Experience
Attias Law LLC 2010 - Present
Wachovia Bank, N.A. December 1997 - November 2000
Loyola University Maryland May 1994 - May 1997
Skills
Estate Planning
Education
University of Missouri-Kansas City School of Law 1990 — 1993
Doctor of Law (JD)
Rockhurst University 1986 — 1990
Bachelor of Arts (BA), English and Political Science
Attias Law LLC 2010 - Present
Wachovia Bank, N.A. December 1997 - November 2000
Loyola University Maryland May 1994 - May 1997
Skills
Estate Planning
Education
University of Missouri-Kansas City School of Law 1990 — 1993
Doctor of Law (JD)
Rockhurst University 1986 — 1990
Bachelor of Arts (BA), English and Political Science