Wachovia Capital Markets

Industry: Company

Description

Headquarters: Charlotte, NC Parent organization: Wells Fargo

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Wachovia Capital Markets Employees

Employee
Years
Job
Industry
Ashley Hackshaw Ashley Hackshaw Palm Desert, California Details
Ashley Hackshaw's Wachovia Capital Markets Experience August 2003 - May 2006
Job Owner, Writer, Blogger at Lil Blue Boo
Industry Arts and Crafts
Experience
Lil Blue Boo   March 2009 - Present
Parade Magazine  June 2013 - Present
Babble Media Babble.com  August 2011 - Present
Wachovia Capital Markets   August 2003 - May 2006
Wachovia Capital Markets   June 2002 - August 2002
First Union National Bank  June 1999 - July 2001

Skills
Fashion, Apparel, Merchandising, Fashion Design, Textiles, Photoshop, Retail, Styling, Graphic Design, Illustrator, Sewing, Customer Service, Photography, Social Media, Advertising, Corporate Finance, Financial Analysis, Financial Modeling, Creative Writing, SEO, Facebook, Childrenswear, DIY, Tutorials, Photo Editing, PowerPoint, Microsoft Excel, Portrait Painting, Painting, Writing, Web Content, Blogging, Editorial, Blogger, Digital Photography, Image Editing, Marketing, Newsletters

Education
Wake Forest University - Babcock Graduate School of Management   2001 — 2003
Master of Business Administration (M.B.A.), Investment Banking Concentration

Wake Forest University   1995 — 1999
Bachelor's degree, Mathematics

Capital Normal University   1997 — 1997
Mandarin Chinese, College of Foriegn Languages

Jessica Felts Jessica Felts San Francisco Bay Area Details
Jessica Felts's Wachovia Capital Markets Experience June 2006 - August 2008
Job Senior Manager, Talent Acquisition at Medallia
Industry Higher Education
Experience
Medallia  September 2015 - Present
McKinsey & Company  June 2013 - September 2015
Haas School of Business  August 2011 - May 2013
Wells Fargo Securities  August 2008 - May 2011
Wachovia Capital Markets   June 2006 - August 2008

Skills
conversational French, Spanish, Strategy, Management Consulting, Business Strategy, Analysis, Strategic Planning

Education
University of California, Berkeley - Walter A. Haas School of Business   2011 — 2013
Master of Business Administration (MBA)

North Carolina State University - College of Management   2000 — 2004
BS, Business Management (Finance)

Steven Engel Steven Engel Pittsburgh, Pennsylvania Details
Steven Engel's Wachovia Capital Markets Experience July 1999 - October 2008
Job Director at PwC
Industry Financial Services
Experience
PricewaterhouseCoopers LLP  February 2014 - Present
Federal Reserve Bank of Cleveland  September 2012 - February 2014
Thomson Reuters  August 2011 - September 2012
PNC Financial Services  October 2008 - July 2011
Wachovia Capital Markets   July 1999 - October 2008
Alex. Brown & Sons Incorporated   July 1991 - June 1999

Education
University of Miami
Bachelor's Degree

Jed Ellerbroek, CFA Jed Ellerbroek, CFA Greater St. Louis Area Details
Jed Ellerbroek, CFA's Wachovia Capital Markets Experience June 2006 - April 2008
Job Senior Analyst
Industry Investment Management
Experience
PNC Capital Advisors  August 2011 - Present
PNC Capital Advisors  April 2008 - August 2011
Wachovia Capital Markets   June 2006 - April 2008
Jeffrey Slocum & Associates  June 2005 - May 2006

Education
University of Northern Iowa   2002 — 2005
BA, Finance and Economics

Rob Christensen Rob Christensen Charlotte, North Carolina Details
Rob Christensen's Wachovia Capital Markets Experience June 1999 - October 2008
Job Director at Solidan, LLC
Industry Financial Services
Experience
Solidan, LLC   September 2012 - Present
Wells Fargo  October 2010 - August 2012
Koenig and Cie Marine Finance   October 2008 - October 2010
Leadenhall Partners LLC   October 2008 - October 2010
Wachovia Capital Markets   June 1999 - October 2008
ABB Power Generation Inc.   May 1995 - June 1997
Coopers & Lybrand  August 1991 - May 1995

Skills
Financial Modeling, Capital Markets, Finance, Investments, Structured Finance, Risk Management, Portfolio Management, Financial Planning, Valuation, Strategic Financial..., Corporate Finance, Financial Analysis

Education
Duke University - The Fuqua School of Business   1997 — 1999
Master of Business Administration (MBA)

Washington and Lee University   1987 — 1991
Bachelor of Science (BS), Business Administration with Accounting

Joey Yoder, MBA Joey Yoder, MBA Charlotte, North Carolina Area Details
Joey Yoder, MBA's Wachovia Capital Markets Experience July 2006 - August 2009
Job Senior Internal Auditor at BB&T
Industry Accounting
Experience
BB&T  August 2015 - Present
Deloitte  September 2013 - August 2015
Federal Reserve Board  December 2009 - July 2013
Wachovia Capital Markets   July 2006 - August 2009
Wachovia Securities, LLC  April 2004 - July 2006
Wachovia, A Wells Fargo Company  January 2004 - March 2004
City Year of Greater Philadelphia   August 2002 - June 2003

Skills
Internal Audit, Credit Risk, Accounting, Financial Analysis, Risk Management, Banking, Bloomberg, Finance, Microsoft Excel, Credit, Financial Reporting, Investments, Business Analysis, Microsoft Office, Internal Controls, US GAAP, Auditing, Management, Training

Education
University of Maryland - Robert H. Smith School of Business   2010 — 2013
MBA, Accounting

Appalachian State University   2000 — 2001
BS, Business Administration Management

Dennis Tarrant Dennis Tarrant Richmond, Virginia Details
Dennis Tarrant's Wachovia Capital Markets Experience 1996 - 2006
Job Senior Vice President Investments at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC  2006 - Present
Davenport & Company LLC  2006 - Present
Wachovia Capital Markets   1996 - 2006

Skills
Securities, Equities, FINRA, Asset Managment, Investments, Asset Management, Series 7, Financial Services, Financial Advisory, Alternative Investments, Series 63, Asset Allocation, Investment Advisory, Hedge Funds, Mutual Funds, Wealth Management

Education
University of Richmond - Robins School of Business   1983 — 1985
BA 82, MBA 85, Econ/Finance

Rob Hanckel Rob Hanckel Chesapeake, Virginia Details
Rob Hanckel's Wachovia Capital Markets Experience July 1997 - October 2007
Job OwnerThe UPS Store #5522 by Chesapeake Square Mall | Small Business Services | Shipping | Packing | Printing | Freight
Industry Retail
Experience
The UPS Store #5522   August 2014 - Present
Consolidated Planning, Inc.   September 2012 - March 2014
NC Employment Commission   July 2011 - September 2012
ProNet Charlotte  January 2011 - August 2012
Wells Fargo Asset Management  January 2009 - May 2011
Evergreen Investments  November 2007 - December 2008
Wachovia Capital Markets   July 1997 - October 2007
Smith Barney  June 1988 - July 1997

Skills
Bloomberg Terminal, Proposal Writing

Education
University of Virginia - Darden Graduate School of Business Administration   1986 — 1988
MBA, Management, FInance

U.S. Navy Nuclear Power School   1978 — 1979
Nonaccredited Masters of Nuclear Engineering, Nuclear Engineering

United States Naval Academy   1974 — 1978
Bachelor of Science, Engineering

Conway Yung, CFA Conway Yung, CFA Dallas/Fort Worth Area Details
Conway Yung, CFA's Wachovia Capital Markets Experience June 2006 - January 2011
Job Santander Consumer USA, Capital Markets
Industry Financial Services
Experience
Santander Consumer USA Inc.  April 2013 - Present
Wells Fargo Securities  January 2011 - April 2013
Wachovia Capital Markets   June 2006 - January 2011
Wachovia Capital Markets   May 2005 - July 2005

Skills
Chartered Financial..., Chartered Alternative..., Financial Risk Manager, Series 7, Series 63, Microsoft Office, Bloomberg, Capital IQ, Factset

Education
Carnegie Mellon University - Tepper School of Business   2002 — 2006
Bachelor of Science (B.S.), Business Administration

Ridge Stafford Ridge Stafford Charlotte, North Carolina Area Details
Ridge Stafford's Wachovia Capital Markets Experience May 2000 - September 2003
Job Vice President at Capital Advisors
Industry Commercial Real Estate
Experience
Capital Advisors, Inc.   June 2005 - Present
RBC Capital Advisors, Inc.   June 2004 - June 2005
Capital Advisors, Inc.   October 2003 - June 2004
Wachovia Capital Markets   May 2000 - September 2003

Skills
Capital Markets, Corporate Finance, Investment Banking, Commercial Banking, Financial Services, Real Estate, Financial Advisory, Underwriting, Commercial Real Estate, Debt Restructuring, Valuation, Asset Management, Portfolio Management, Investments, Due Diligence, Financial Analysis, Real Estate Economics, Loans, Financial Modeling, CMBS, Private Equity, Brokerage, Equities, Credit Analysis, Structured Finance, Real Estate Financing, Disposition, Commercial Lending, Real Estate Development

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2012 — 2013
MBA

University of South Carolina-Columbia
BS in Business Administration

Rick Dowd Rick Dowd Charlotte, North Carolina Area Details
Rick Dowd's Wachovia Capital Markets Experience March 2000 - March 2002
Job Chairman and Managing Director, Middle Market Group, Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities  1997 - Present
Wachoiva Securites   March 2002 - December 2008
Wachovia Capital Markets   March 2000 - March 2002
Wachovia Capital Markets   September 1997 - February 2000
Ernst and Young  August 1987 - August 1997
Deloitte and Touche  February 1983 - July 1987
Waste Industries USA, Inc.   1984 - 1985

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BS, Business Administration

Jeffrey Hoff Jeffrey Hoff Charlotte, North Carolina Area Details
Jeffrey Hoff's Wachovia Capital Markets Experience 1996 - 2003
Job Managing Director Investment Banking Group at Fifth Third Securities
Industry Investment Banking
Experience
Fifth Third Securities  April 2011 - Present
Triarch Partners   2004 - April 2011
Wachovia Capital Markets   1996 - 2003
NatWest Bank  1980 - 1996

Skills
FINRA Securities...

Education
Fordham Gabelli School of Business   1980 — 1982
MBA, Finance

Colgate University   1974 — 1978
BA, Economics

Sayville HS

Sayville HS

Jason Sokich Jason Sokich Greater New York City Area Details
Jason Sokich's Wachovia Capital Markets Experience December 1999 - July 2009
Job Account Manager at The Brickman Group
Industry Environmental Services
Experience
The Brickman Group  September 2009 - Present
Wachovia Capital Markets   December 1999 - July 2009

Skills
Business Development, Leadership, Team Building, Management, Customer Service, Asset Management, Contract Negotiation, Account Management, Budgets, Strategic Planning, Project Management, Business Strategy, Contract Management, Sales Management, Negotiation, Team Leadership, Sales

Education
Fordham University   1991 — 1995
B.A., Economics

Bill Zeits Bill Zeits Greater Philadelphia Area Details
Bill Zeits's Wachovia Capital Markets Experience January 1998 - July 2006
Job Senior Project Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  April 2011 - Present
TEK Consulting LLC   August 2009 - April 2011
SunGard Consulting Services  November 2006 - February 2009
Wachovia Capital Markets   January 1998 - July 2006
CoreStates  1985 - 1998

Skills
PMO, SDLC, Risk Management, Business Analysis, Program Management, Vendor Management, Process Improvement, Financial Services, Banking, Project Portfolio..., Visio, Project Management, Management, Leadership, Testing, MS Project

Education
American Management Association (AMA)   2003 — 2003
Project Management for IT Professionals

Saint Joseph's University
BA, Business Administration

Scott Kirker Scott Kirker Greater Philadelphia Area Details
Scott Kirker's Wachovia Capital Markets Experience July 2006 - October 2007
Job Vice President of Finance at Community Veterinary Partners
Industry Investment Management
Experience
Calico Financial   June 2014 - Present
Community Veterinary Partners  February 2013 - Present
MDM Equity Partners LLC   February 2013 - Present
Community Veterinary Partners  June 2012 - February 2013
Catalysta Networks, Inc.   October 2011 - June 2012
Staples  June 2011 - August 2011
F.W. Olin Graduate School of Business at Babson College   September 2010 - August 2011
CMS Companies  October 2007 - May 2010
Wachovia Capital Markets   July 2006 - October 2007
PNC Advisors  May 2005 - August 2005

Skills
Investments, Valuation, Financial Modeling, Due Diligence, Private Equity, Industry Analysis, Financial Analysis, Business Strategy, Excel, PowerPoint, Salesforce.com, Quickbooks, Capital IQ, LexisNexis, Forecasting, Budgeting, Budget Development, Budget Analysis, Budget Tracking, Budget Oversight, Financial Reporting, Financial Accounting, Mergers, Investment Banking, Corporate Finance, Strategic Planning, Entrepreneurship, Business Analysis, Competitive Analysis, Business Planning, Microsoft Excel

Education
Babson College - Franklin W. Olin Graduate School of Business   2010 — 2012
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies

Penn State University   2002 — 2006
Bachelor of Science, Finance

JR Popwell JR Popwell Charlotte, North Carolina Details
JR Popwell's Wachovia Capital Markets Experience November 1999 - August 2009
Job Swift Administrator at BBVA Compass
Industry Banking
Experience
BBVA Compass  November 2012 - Present
BBVA Compass  May 2012 - November 2012
Wells Fargo Bank  November 2010 - May 2012
Wachovia Capital Markets   November 1999 - August 2009
Morgan Stanley Dean Witter & Co  July 1998 - October 1999
Refco Capital Markets   December 1996 - July 1998
Gruntal & Co  October 1989 - December 1996
Financial Clearing Services   June 1986 - October 1989
Securities Settlement Corp   November 1984 - June 1986

Skills
Corporate Actions, Back Office, Swift Alliance, Project Planning, DTC, Sunguard, Software Documentation, Asset Management, Securities, Banking, Business Analysis, Financial Services, SWIFT payments, Management, Capital Markets, Finance, Risk Management, Investment Banking, Fixed Income

Education
City University of New York-Brooklyn College   1994 — 1995
Microsoft Word and Excel

Borough of Manhattan Community College   1984 — 1985
Computer Programming

Barbados Community College
Advance biology; chemistry and physics

Steven Kiker Steven Kiker Charlotte, North Carolina Area Details
Steven Kiker's Wachovia Capital Markets Experience April 2006 - December 2008
Job Wells Fargo Securities Chief Operating Officer
Industry Banking
Experience
Wells Fargo Securities  2009 - Present
Wachovia Capital Markets   April 2006 - December 2008
Wachovia Capital Markets   January 2005 - April 2006
Wachovia Capital Markets   September 2001 - January 2005
Pedestal Inc.  April 1999 - August 2001
ARTHUR ANDERSEN (Official)   July 1996 - April 2000
Harris Corporation  July 1995 - July 1996

Education
University of Florida   1991 — 1995
BS Accounting, Accounting

Alejandro Piekarewicz Alejandro Piekarewicz New York, New York Details
Alejandro Piekarewicz's Wachovia Capital Markets Experience June 2008 - March 2009
Job Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  June 2012 - Present
Capital L Group   March 2010 - June 2012
Red Ventures  July 2009 - March 2010
Wachovia Capital Markets   June 2008 - March 2009
SunTrust Robinson Humphrey  May 2007 - August 2007

Skills
Debt, Excel, Microsoft Office, PowerPoint, Analytics, Financial Analysis, Financial Modeling, Word, Valuation, Series 7, VBA, Bloomberg, Portfolio Management, Credit, Investments, Capital Markets, Fixed Income, DCF, Equity Research, Series 63, Investment Banking, Equities

Education
University of Florida - Warrington College of Business Administration   2007 — 2008
Masters, Finance

University of Florida   2003 — 2007
BSBA, Finance

Krystin Ryan Krystin Ryan Charlotte, North Carolina Details
Krystin Ryan's Wachovia Capital Markets Experience October 2006 - June 2008
Job Marketing Program Manager at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities  August 2012 - Present
Wells Fargo  September 2009 - July 2012
Wells Fargo  June 2008 - September 2009
Wachovia Capital Markets   October 2006 - June 2008
Corporate Trust - Structured Finance ABS/MBS Team   February 2005 - October 2006

Skills
Marketing, Marketing Communications, Business Development, Integrated Marketing, Brand Management, E-commerce, Email Marketing, Copywriting, CRM, Leadership, Social Media, Program Management, Sales

Education
University of North Carolina at Charlotte - Belk College of Business   2009 — 2012
MBA, Management

Saint Bonaventure University   1999 — 2003
Marketing, International Business

mitch avnet mitch avnet Greater New York City Area Details
mitch avnet's Wachovia Capital Markets Experience September 2000 - March 2007
Job Chief Executive Officer and Managing Partner Compliance Risk Concepts ("CRC")
Industry Management Consulting
Experience
Compliance Risk Concepts ("CRC")   January 2013 - Present
Lincoln Financial Group  March 2011 - January 2013
The PNC Financial Services Group  March 2007 - March 2011
Wachovia Capital Markets   September 2000 - March 2007
D E Shaw   1997 - 1999

Skills
FINRA, Equities, Series 63, Fixed Income, Financial Services, Asset Managment, Structured Products, Equity Derivatives, Series 7, Derivatives, Trading, Risk Management, AML, Structured Finance, Securities, Alternative Investments, Asset Management, CRM, Capital Markets, Compliance, Finance, Financial Markets, Financial Risk, Hedge Funds, Investment Banking, Investment Management, Investments, Mutual Funds, Securities Regulation, Strategy, Financial Advisory, Investment Advisory, Relationship Management, Operational Risk..., Options, Series 24, Wealth Management, Portfolio Management, Private Equity, ETFs, Due Diligence, Proprietary Trading, Bonds, Bloomberg, Financial Regulation, Operational Risk, Asset Allocation, Equity Trading, Trading Systems, KYC

Education
State University of New York College at Oneonta   1990 — 1992
Bachelor's Degree, Economics

Hofstra University   1988 — 1990
Economics

Judson Dry Judson Dry Charlotte, North Carolina Area Details
Judson Dry's Wachovia Capital Markets Experience June 2007 - September 2007
Job Vice President of Corporate Operations at DunRite Cleaners / DunRite Restoration
Industry Consumer Services
Experience
Dun-Rite Cleaners   September 2007 - Present
Wachovia Capital Markets   June 2007 - September 2007
Uwharrie Capital Corp  May 2006 - August 2006
Wachovia  May 2005 - August 2005

Skills
Competitive Analysis, Financial Modeling, Business Development, Strategy, Management, Analysis, Program Management, Finance, Project Management, Process Improvement, Strategic Planning, Budgets, Corporate Finance, Marketing

Education
University of Miami   2003 — 2007
BBA, International Finance and Marketing, Finance, Business Management and Organization

Montgomery Community College   2010 — 2011
Certificate, Project Management

CPCC

Leadership Stanly

Catherine Sanchez Catherine Sanchez Miami, Florida Details
Catherine Sanchez's Wachovia Capital Markets Experience 2006 - 2008
Job Senior Compliance Associate at Bayview Loan Servicing, LLC
Industry Financial Services
Experience
Bayview Loan Servicing, LLC  June 2013 - Present
Bulltick Capital Markets  2011 - June 2013
IMG Live  2009 - 2011
Wachovia Capital Markets   2006 - 2008

Skills
Equities, Investment Banking, Fixed Income, Capital Markets, FINRA

Education
College of Charleston   2002 — 2006
Bachelor of Science in Business Administration

College of Charleston   2002 — 2006
Bachelor of Science in Hospitality and Tourism Management

Euro American Institue of Technology, Sophia Antipolis, France   2004 — 2004
Study Abroad

Scott Cairns Scott Cairns Greater Boston Area Details
Scott Cairns's Wachovia Capital Markets Experience January 2004 - February 2009
Job
Industry Information Technology and Services
Experience
Fidelity Investments  February 2009 - Present
Wachovia Capital Markets   January 2004 - February 2009
Wachovia Securities  2004 - February 2009
Solucient  2003 - 2004
NASD  2003 - 2003
N.A.S.D   2003 - 2003
Boxtone (Formerly Panacya)   1999 - 2003
CompuCredit  August 1997 - December 1999
Visionary Systems  August 1997 - December 1999
TMG Financial Products   1993 - 1997

Skills
Oracle, Microsoft SQL Server, Cognos, SDLC, Sybase, Business Analysis, Agile Methodologies, Data Warehousing, Trading Systems, Fixed Income, Vendor Management, Data Modeling, Netezza, Bloomberg AIM, Bloomberg Terminal, Bloomberg Data License, Great Highland Bagpipe

Education
Baruch College, City University of New York (CUNY)   1987 — 1991
MBA

Baruch College, City University of New York (CUNY)   1987 — 1991
MBA

State University of New York College at Buffalo   1980 — 1984
BS

Sweet Home   1978 — 1981

Julia Rominger Julia Rominger San Francisco Bay Area Details
Julia Rominger's Wachovia Capital Markets Experience October 2006 - December 2008
Job
Industry Food & Beverages
Experience
California Olive Ranch  May 2015 - Present
The Brinery   June 2014 - September 2014
Smith Dairy Products Co.  March 2014 - May 2014
RBC Capital Markets  October 2009 - February 2013
Caris & Company  January 2009 - September 2009
Wachovia Capital Markets   October 2006 - December 2008

Skills
Business Strategy, Food, Product Innovation, Consumer Package Goods, Marketing Strategy, Business Innovation, Food & Beverage, Capital Markets, Equities, Series 7, Series 63, Hedge Funds, Bloomberg, Financial Modeling, Strategy, Valuation, Leadership, Start-ups, Management, Analysis, Financial Analysis

Education
University of Michigan - Stephen M. Ross School of Business   2013 — 2015
MBA, MBA expected May 2015 with an emphasis on Entrepreneurship and Strategy

Williams College   2002 — 2006
B.A., History

Herman Chan, CFA Herman Chan, CFA New York, New York Details
Herman Chan, CFA's Wachovia Capital Markets Experience August 2005 - July 2006
Job Entrepreneurial Equity Research Analyst In Financial Services
Industry Capital Markets
Experience
Capital One  June 2015 - Present
Wells Fargo Securities  January 2012 - August 2014
Wells Fargo Securities  December 2007 - January 2012
Citigroup Investment Research  July 2006 - November 2007
Wachovia Capital Markets   August 2005 - July 2006
Prudential Equity Group  December 2004 - August 2005
Microsoft  2001 - 2001

Skills
Banking, Management, Equities, Equity Research, Finance, Investments, Financial Analysis, Bloomberg, Capital Markets, Hedge Funds, Financial Modeling, Valuation, Financial Services, Securities

Education
Penn State University   1998 — 2002
Bachelor of Science (B.S.), Finance

Ryke Edwards Ryke Edwards Greensboro/Winston-Salem, North Carolina Area Details
Ryke Edwards's Wachovia Capital Markets Experience 1982 - 2000
Job Senior Vice President Manager of International Services at Pacific Coast Bankers' Bank
Industry Banking
Experience
Pacific Coast Bankers' Bank  July 2009 - Present
Silverton Bank, N.A.   January 2001 - May 2009
Wachovia Capital Markets   1982 - 2000

Skills
Banking, Credit, Financial Analysis, Risk Management, Credit Analysis, Foreign Exchange, Commercial Banking, Mergers & Acquisitions, Trading, Management, Treasury Management, Portfolio Management, Capital Markets

Education
High Point University
BS, Economics

James Huffman James Huffman Roanoke, Virginia Details
James Huffman's Wachovia Capital Markets Experience June 2000 - August 2008
Job Commercial Banking Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo  December 2012 - Present
HSBC  January 2012 - December 2012
Falfurrias Capital Partners   August 2008 - January 2012
Wachovia Capital Markets   June 2000 - August 2008

Education
Cornell University   1996 — 2000
BS

Jeff Zolman Jeff Zolman New York, New York Details
Jeff Zolman's Wachovia Capital Markets Experience 2005 - 2008
Job Vice President at RFE Investment Partners
Industry Investment Management
Experience
RFE Investment Partners  2014 - Present
Brencourt Advisors  August 2012 - August 2012
Bow Street LLC   June 2012 - July 2012
H.I.G. Capital   2008 - 2011
Wachovia Capital Markets   2005 - 2008

Skills
Private Equity, Hedge Funds, Financial Modeling, Financial Analysis, Fixed Income, Asset Management, Leveraged Finance

Education
University of Pennsylvania - The Wharton School   2011 — 2013
MBA

Wofford College   2001 — 2005
Finance, Economics

Justin Kleber, CFA Justin Kleber, CFA Greater St. Louis Area Details
Justin Kleber, CFA's Wachovia Capital Markets Experience November 2007 - February 2009
Job Equity Research Analyst at Robert W. Baird
Industry Capital Markets
Experience
Robert W. Baird  February 2009 - Present
Wachovia Capital Markets   November 2007 - February 2009
A.G. Edwards   July 2006 - November 2007

Skills
Equity Research, Factset, Financial Modeling, Equities, Investments, Equity Valuation, Financial Analysis, Stocks, Valuation, Series 7, Capital Markets

Education
Southern Illinois University, Edwardsville   2002 — 2006
BS, Economics & Finance

John Service, CAIA John Service, CAIA Greater New York City Area Details
John Service, CAIA's Wachovia Capital Markets Experience May 2004 - December 2006
Job Potfolio Manager at Slome Capital LLC
Industry Investment Management
Experience
Slome Capital LLC   March 2013 - Present
Harbor Investment Conference   2013 - 2015
Portland House Group   August 2011 - December 2012
Harbor Hill Management   August 2009 - August 2011
ThreeAM New York Inc.   January 2007 - March 2009
Wachovia Capital Markets   May 2004 - December 2006
RBC  1996 - 2004

Skills
Hedge Funds, Portfolio Management, Alternative Investments, Investments, Due Diligence, Risk Management, Capital Markets, Equities, Derivatives, Trading, Manager Due Diligence, Credit, Fixed Income, Options, Fund Of Funds, Private Equity, Investment Management, Mutual Funds, Portfolio Performance...

Education
Gettysburg College   1983 — 1987
BA, Economics

Aaron Rakers, CFA Aaron Rakers, CFA Greater St. Louis Area Details
Aaron Rakers, CFA's Wachovia Capital Markets Experience Senior AnalystWachovia Capital Markets, LLC2007 - Present
Job Senior Analyst at Wachovia Capital Markets
Industry Financial Services
Experience
Wachovia Capital Markets   Senior AnalystWachovia Capital Markets, LLC2007 - Present
A.G. Edwards & Sons, Inc.   2003 - 2007
A.G. Edwards   2000 - 2007

Education
Quincy University   1996 — 2000

Shan Mohomedally Shan Mohomedally United States Details
Shan Mohomedally's Wachovia Capital Markets Experience 2000 - 2009
Job Managing Director at Wachovia Securities
Industry Financial Services
Experience
JMP Securities  January 2009 - Present
Wachovia Capital Markets   2000 - 2009

Education
Boston University   1988 — 1992

Jack Altmeyer Jack Altmeyer Charlotte, North Carolina Area Details
Jack Altmeyer's Wachovia Capital Markets Experience 2001 - January 2010
Job Director at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities  January 2009 - Present
Wachovia Capital Markets   2001 - January 2010

Education
University of Miami   1992 — 1996

Jeffrey Sargent Jeffrey Sargent Greater New York City Area Details
Jeffrey Sargent's Wachovia Capital Markets Experience June 2008 - June 2009
Job Director Head of Securities Compliance, Americas Newedge/Societe Generale
Industry Financial Services
Experience
Wachovia capital Markets   June 2008 - June 2009
TD Securities  2004 - 2008

Education
Montclair State University

Daniel Deely Daniel Deely Charlotte, North Carolina Area Details
Daniel Deely's Wachovia Capital Markets Experience August 2003 - May 2009
Job Business Management | Investment Banking & Capital Markets at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities  April 2014 - Present
Wells Fargo Securities  May 2013 - April 2014
Wells Fargo Securities  August 2012 - May 2013
Wells Fargo Securities  May 2009 - August 2012
Wachovia Capital Markets   August 2003 - May 2009
Bank of America Securities  September 2000 - August 2003
Xerox  May 1995 - August 1996

Skills
Securities Lending, Repurchase Agreements, Collateral Management, Funding, Operational Risk..., Cash Management, Liquidity Management, Derivatives Clearing, Margin Analysis, Commodity Risk..., Business Analysis, General Collateral..., Fixed Income Products, Project Finance, Profit & Loss Management, Securitization, Counterparty Risk, Project Planning, SOX Reporting, Internal Audit, Futures, Options, Interest Rate..., Asset Allocation, Dodd-Frank Legislation, Clearing, Fixed Income, Derivatives, Equity Derivatives, Trading, Risk Management, Market Risk, Commodity, Operational Risk, Financial Markets, Finance, Structured Finance, Banking, Securities, Loans, Dodd-Frank, Bloomberg, Bonds, Middle Office, Swaps, Credit Derivatives

Education
DePaul University

Providence College

Luella Beneche Luella Beneche Greater New York City Area Details
Luella Beneche's Wachovia Capital Markets Experience 2002 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
ICON Capital Corp./ICON Securities   2007 - 2008
Wachovia Capital Markets   2002 - 2006
Morgan Stanley  2001 - 2002

Education
Pace University - Lubin School of Business
MBA, Finance

Baruch College, City University of New York (CUNY)
BBA, Business; Computer Information Systems

D. Joseph Betz, CFA D. Joseph Betz, CFA Saint Louis, Missouri Details
D. Joseph Betz, CFA's Wachovia Capital Markets Experience 2002 - 2006
Job Securities Lending at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  January 2014 - Present
Wells Fargo Advisors  May 2012 - January 2014
Wells Fargo Advisors  September 2010 - May 2012
American Capital Strategies  2007 - 2008
Legg Mason  2006 - 2007
Wachovia Capital Markets   2002 - 2006
Wachovia, A Wells Fargo Company  2002 - 2006
A.G. Edwards   1997 - 2002

Skills
Capital Markets, Portfolio Management, Equities, Financial Analysis, Finance, Strategy, Hedge Funds, Financial Services, Equity Research, Asset Allocation, Analysis, Trading, Loans, Leadership, Options, Budgets, Strategic Planning, Series 7, Financial Modeling, Investments, Valuation, Wealth Management, Securities, Asset Management, Investment Advisory

Education
Truman State University   1993 — 1997
BS, Finance

St. Pius X

Alfred Jie, PhD, CFA Alfred Jie, PhD, CFA Greater New York City Area Details
Alfred Jie, PhD, CFA's Wachovia Capital Markets Experience March 2007 - March 2010
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  July 2015 - Present
Wells Fargo Securities  March 2014 - July 2015
Wells Fargo Securities  March 2010 - March 2014
Wachovia Capital Markets   March 2007 - March 2010

Skills
Relationship Management, Fixed Income, Financial Modeling, Derivatives, Capital Markets, Bloomberg, Quantitative Finance, Portfolio Management, Valuation, Structured Products, Options, Quantitative Analytics, MBS, Trading, Credit Derivatives, Interest Rate..., Private Equity, Bonds

Education
University of California, Davis   2003 — 2007
M.S. and Ph.D., Scientific Computing

Tsinghua University   1996 — 2002
B.Eng. and M.S., Engineering

Lee Brading, CFA Lee Brading, CFA Charlotte, North Carolina Area Details
Lee Brading, CFA's Wachovia Capital Markets Experience 1999 - June 2009
Job Managing Director at Wells Fargo Securities
Industry Real Estate
Experience
Wells Fargo Securities  July 2009 - Present
Wachovia Capital Markets   1999 - June 2009
Banc of America Securities  1996 - 1999
BDO Seidman, LLP  1989 - 1994

Skills
Asset Managment, Investments, Private Equity, Portfolio Management, Financial Modeling, Alternative Investments, Valuation, Financial Analysis, Corporate Finance, Real Estate Economics, Mergers, Due Diligence

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1994 — 1996
MBA, Finance

Washington and Lee University   1985 — 1989
BS, Business Admin and Accounting

Dion Waldow Dion Waldow Greater New York City Area Details
Dion Waldow's Wachovia Capital Markets Experience 2000 - 2007
Job Director at Guggenheim Capital Markets
Industry Financial Services
Experience
Guggenheim Capital Markets  July 2011 - Present
Guggenheim Partners  July 2011 - Present
Wall Street Access  January 2008 - June 2011
Wachovia Capital Markets   2000 - 2007
Wachovia  April 2001 - December 2006
Prudential Financial  2000 - 2003
GARBAN   1998 - 2000
Cantor Fitzgerald  1993 - 2000

Skills
Series 7, Series 63, Capital Markets, Fixed Income, Bonds, Hedge Funds, Securities, Equities, Risk Management, Structured Products, Bloomberg, FINRA, Financial Modeling, Trading, Derivatives, Alternative Investments, Electronic Trading, Wealth Management, Investment Banking, Financial Markets, Series 24, Asset Management, Options, Credit Derivatives, Swaps

Education
University of Arizona   1989 — 1991
BUSINESS

Sharif Metwalli Sharif Metwalli Charlotte, North Carolina Area Details
Sharif Metwalli's Wachovia Capital Markets Experience 2004 - 2009
Job Director Media & Communications Investment Banking at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey  October 2011 - Present
Wells Fargo Securities  2009 - August 2011
Wachovia Capital Markets   2004 - 2009
Cooper & Lybrand  1994 - 1997

Skills
Valuation, Corporate Finance, Financial Modeling, Investment Banking, Mergers & Acquisitions, Capital Markets, Private Equity, Mergers, Start-ups, Corporate Development, Venture Capital, Leveraged Finance

Education
Duke University - The Fuqua School of Business   1997 — 1999
MBA, Finance & Marketing

University of Michigan - Stephen M. Ross School of Business   1990 — 1994
BBA, Finance & Accounting

Manav Suri Manav Suri San Francisco, California Details
Manav Suri's Wachovia Capital Markets Experience 2003 - 2007
Job Managing Director at MUFG Union Bank
Industry Banking
Experience
MUFG Union Bank  July 2013 - Present
Union Bank  December 2009 - Present
Starwood Capital Group  June 2008 - November 2009
Deutsche Bank  April 2007 - June 2008
Wachovia Capital Markets   2003 - 2007

Skills
Financial Modeling, Capital Markets, Investments, Valuation, Asset Management, Financial Analysis, Portfolio Management, Banking, Mergers, Finance, Corporate Finance, Private Equity

Education
Emory University - Goizueta Business School
MBA, Finance

The Air Force School

Anthony Ciafre Anthony Ciafre Charlotte, North Carolina Area Details
Anthony Ciafre's Wachovia Capital Markets Experience 2005 - August 2009
Job MBS Trader at Tahoe Fixed Income
Industry Banking
Experience
Tahoe Fixed Income LLC   February 2013 - Present
Duncan-Williams, Inc.   August 2009 - February 2013
Wachovia Capital Markets   2005 - August 2009
Wachovia  2003 - 2005
Prudential Securities  2000 - 2001

Skills
Trading, CMBS, MBS, ABS, Analysis, Series 7, Investments, Bloomberg, Finance, Fixed Income, Bonds, Hedge Funds, Financial Risk, Capital Markets, Derivatives, Portfolio Management, Securities, Series 63, Equities, Structured Products

Education
Duquesne University   2001 — 2003
MBA, Finance/Real Estate

University of Pittsburgh   1993 — 1997
B.S., Accounting

Kimberly (Sannito) McManus Kimberly (Sannito) McManus Greater New York City Area Details
Kimberly (Sannito) McManus's Wachovia Capital Markets Experience July 1991 - July 2009
Job President and Owner of Alternative Regulatory Solutions, LLC
Industry Capital Markets
Experience
Alternative Regulatory Solutions   July 2009 - Present
Alternative Regulatory Solutions, LLC   July 2009 - Present
Wachovia Capital Markets   July 1991 - July 2009
Bankers Trust  September 1989 - July 1991

Skills
Fixed Income, FINRA, Capital Markets, Securities, Series 7, Equities, Hedge Funds, Mutual Funds, Series 63, Alternative Investments, Investment Advisory, Series 24, AML, Investments, Risk Management, Asset Management, Financial Risk, Bonds, Structured Products, Banking, Financial Services, Auditing, Derivatives, Financial Markets, Structured Finance, Private Equity

Education
Georgetown University   1983 — 1987
Bachelor of Science (B.S.), Finance, General

Joe Fishel Joe Fishel Greater New York City Area Details
Joe Fishel's Wachovia Capital Markets Experience January 2003 - May 2009
Job 10b51 Plan Group at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management  January 2014 - Present
Merrill Lynch Wealth Management  February 2010 - September 2012
Wachovia Capital Markets   January 2003 - May 2009
Folger Nolan Fleming Douglas  January 2000 - January 2002

Skills
Restricted Stock, 10b5-1 Plans, Section 16, Employee Stock Options, Equity Trading, Block Trading, Securities Lending, Share Repurchase, Rule 144, Trading, Equities, Series 7, Wealth Management, Investments

Education
Towson University
BS, Sports Management

Jason Houser Jason Houser San Diego, California Details
Jason Houser's Wachovia Capital Markets Experience June 2008 - July 2009
Job Corporate Development at LPL Financial
Industry Capital Markets
Experience
UnitedHealth Group  February 2013 - March 2014
UnitedHealth Group  May 2011 - February 2013
European Aeronautics Defence & Space Company (EADS)   January 2010 - July 2010
Wachovia Capital Markets   June 2008 - July 2009
Morgan Stanley  May 2007 - August 2007

Skills
Financial Analysis, Corporate Finance, Investment Banking, Bloomberg, Strategy, Credit Analysis, Finance, Financial Markets, Trading, Analysis, Portfolio Management, Due Diligence, Financial Modeling, Investments, Valuation

Education
Morehouse College   2004 — 2008
Business Administration, Finance

Schiller International University

Tim Ritch Tim Ritch Hickory/Lenoir, North Carolina Area Details
Tim Ritch's Wachovia Capital Markets Experience January 1998 - August 2003
Job Managing Member at Moores Valley
Industry Real Estate
Experience
The Coves at Round Mountain   Managing MemberMoores ValleyJuly 2005 - Present
Wachovia Capital Markets   January 1998 - August 2003

Education
University of Florida   1992 — 1996
Accounting, Accounting

John Grady, CFA John Grady, CFA Dallas, Texas Details
John Grady, CFA's Wachovia Capital Markets Experience August 2003 - August 2008
Job Managing Member
Industry Capital Markets
Experience
TFP Enterprises   January 2013 - Present
Hudson-Advisors / Lone Star Funds  October 2011 - December 2012
T2P Enterprises, LLC   August 2008 - October 2011
Wachovia Capital Markets   August 2003 - August 2008
Broncon Enterprises, LLC   March 1998 - August 2003
Barnett Banks  March 1995 - March 1998

Skills
Loans, Mortgage Lending, Portfolio Management, Banking, Valuation, Capital Markets, Equities

Education
Rochester Institute of Technology
BA, Economics

University of Kentucky
MBA, Finance, Marketing

Bradford Rodgers Bradford Rodgers Birmingham, Alabama Details
Bradford Rodgers's Wachovia Capital Markets Experience 2007 - 2008
Job Senior Associate Counsel at Protective Life
Industry Financial Services
Experience
Protective Life  2015 - Present
Sterne Agee  2010 - 2015
Harbert Management Corporation  2008 - 2009
Wachovia Capital Markets   2007 - 2008
Cadwalader, Wickersham & Taft LLP   2006 - 2007
Bradley Arant Boult Cummings LLP  2005 - 2006

Education
Duke University School of Law   2001 — 2004
Juris Doctor

Furman University   1997 — 2001
B.A., History

Ken Carpenter Ken Carpenter Greater New York City Area Details
Ken Carpenter's Wachovia Capital Markets Experience 2000 - 2009
Job Managing Director at Cantor Fitzgerald
Industry Investment Banking
Experience
Cantor Fitzgerald  2013 - Present
Tannery Brook Partners   2011 - 2013
Deutsche Bank Securities, Inc.   2009 - 2010
Wachovia Capital Markets   2000 - 2009
Deutsche Bank Securities, Inc.   1999 - 2000

Skills
Corporate Real Estate, Sale-Leaseback, Commercial Real Estate, Real Estate Financing, Commercial Real Estate..., CTL, Investment Banking, Financial Structuring, Capital Markets, Structured Finance, ABS, Acquisitions, 1031 Exchanges, Asset Managment, Credit Risk, Syndications, Project Finance, Tax Credit Financing, Real Estate Private..., Corporate Finance, REIT, Infrastructure, Private Equity, Mezzanine, Asset Management, Securitization, Structured Products, Leveraged Finance, Alternative Investments, Real Estate Economics, CMBS, Loan Origination, Financial Modeling, Real Estate, Loans, Valuation

Education
Rochester Institute of Technology
Bachelor of Applied Science (B.A.Sc.), Computer Science

Wake Forest University - Babcock Graduate School of Management
Master of Business Administration (M.B.A.), Finance

Meredith Lynch, CFA Meredith Lynch, CFA Charlotte, North Carolina Details
Meredith Lynch, CFA's Wachovia Capital Markets Experience June 2003 - August 2005
Job Director at Babson Capital Management
Industry Financial Services
Experience
Babson Capital Management  April 2010 - Present
Wells Fargo Securities  August 2005 - April 2010
Wachovia Capital Markets   June 2003 - August 2005

Education
Clemson University   1999 — 2003
Bachelor of Science (B.S.), Finance and Financial Management Services

Calvin Harding Calvin Harding Washington, District Of Columbia Details
Calvin Harding's Wachovia Capital Markets Experience February 2006 - December 2008
Job Associate at Maryland Office of the Attorney General
Industry Legal Services
Experience
State of Maryland Office of the Attorney General  June 2014 - Present
Department of Health and Human Services  September 2013 - Present
Wells Fargo  2008 - 2010
Wachovia Capital Markets   February 2006 - December 2008
Morgan Stanley  2002 - 2006
Goldman Sachs  2000 - 2002

Skills
Due Diligence

Education
Georgetown University Law Center   2010 — 2013
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law

Duke University
Bachelor of Arts (B.A.), Economics

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