WACHOVIA CORP.
Industry: Financial services company
DescriptionWachovia was a diversified financial services company based in Charlotte, North Carolina. Before its acquisition by Wells Fargo and Company in 2008, Wachovia was the fourth-largest bank holding company in the United States, based on total assets. Headquarters: Charlotte, NC Acquisition date: December 31, 2008 Founded: June 16, 1879 Defunct: 2008 (as an independent corporation); 2011 (as a brand) Parent organization: Wells Fargo Subsidiaries: Wells Fargo Advisors, Wachovia Service Corp,
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WACHOVIA CORP. Employees
Employee
Years
Job
Industry
James Barkley James Barkley's WACHOVIA CORP. Experience January 2007 - March 2008
Job Talent Acquisition Process Consulting, Executive Search, Change Management
Industry Staffing and Recruiting
Experience
JBA Strategies, LLC March 2004 - Present
Noah Consulting, LLC August 2014 - June 2015
SolomonEdwards May 2014 - September 2014
Expert Alumni September 2008 - September 2014
JMFA May 2013 - October 2013
Contract Project - Abaco International January 2013 - March 2013
USI Insurance Services September 2010 - December 2011
Wachovia Corp January 2007 - March 2008
Korn/Ferry Futurestep March 2006 - January 2007
Management Recruiters 1994 - 2003
Skills
Management Consulting, Direct Recruiting, Executive Search, Organizational..., Organizational..., Recruiting, HR Consulting, Negotiation, Consulting, Technical Recruiting, Sourcing, Outsourcing, Recruitment Advertising, Human Resources, Talent Acquisition, Change Management, Operations Management, BPO, HRIS, Interviews, HR Policies, Leadership, Organizational Design, Mergers, Internet Recruiting, Employer Branding, College Recruiting, Talent Management, Onboarding, Benefits Negotiation, Succession Planning, Business Development, Coaching, RPO, New Business Development, Performance Management, Personnel Management, Employee Benefits, Temporary Placement, Employee Engagement, Management, CRM, Workforce Planning, Project Management, Employee Relations, Applicant Tracking..., Screening Resumes, Contract Recruitment, Deferred Compensation, Leadership Development
Education
Abilene Christian University 1979 — 1983
JBA Strategies, LLC March 2004 - Present
Noah Consulting, LLC August 2014 - June 2015
SolomonEdwards May 2014 - September 2014
Expert Alumni September 2008 - September 2014
JMFA May 2013 - October 2013
Contract Project - Abaco International January 2013 - March 2013
USI Insurance Services September 2010 - December 2011
Wachovia Corp January 2007 - March 2008
Korn/Ferry Futurestep March 2006 - January 2007
Management Recruiters 1994 - 2003
Skills
Management Consulting, Direct Recruiting, Executive Search, Organizational..., Organizational..., Recruiting, HR Consulting, Negotiation, Consulting, Technical Recruiting, Sourcing, Outsourcing, Recruitment Advertising, Human Resources, Talent Acquisition, Change Management, Operations Management, BPO, HRIS, Interviews, HR Policies, Leadership, Organizational Design, Mergers, Internet Recruiting, Employer Branding, College Recruiting, Talent Management, Onboarding, Benefits Negotiation, Succession Planning, Business Development, Coaching, RPO, New Business Development, Performance Management, Personnel Management, Employee Benefits, Temporary Placement, Employee Engagement, Management, CRM, Workforce Planning, Project Management, Employee Relations, Applicant Tracking..., Screening Resumes, Contract Recruitment, Deferred Compensation, Leadership Development
Education
Abilene Christian University 1979 — 1983
Dmitri Mogilevski Dmitri Mogilevski's WACHOVIA CORP. Experience 2003 - 2007
Job Associate Lead Consultant at Magenic
Industry Computer Software
Experience
Magenic August 2012 - Present
ExitCare September 2011 - September 2012
US Bank October 2009 - September 2011
People's United Bank April 2007 - April 2008
Wachovia Corp 2003 - 2007
BB&T March 2002 - April 2003
USAA January 2001 - December 2001
SunTrust Bank January 2000 - December 2000
BankBoston 1998 - 2000
Skills
.NET, ASP.NET, C#, XML, AJAX, WCF, Software Development, JavaScript, SQL, CSS, Web Development, Application Development, jQuery, Visual Studio, SQL Server, MVC, Web Services, MVC 4, IIS, C, C++, Unit Testing, Microsoft SQL Server, ASP.NET MVC, Angular, Entity Framework, LINQ, Knockout, Bootstrap, JSON, MVVM, jQuery UI, TFS, MSTest, HTML 5, CSS3, Scrum, XHTML, XSL, Tortoise SVN, Knowledge Management, Agile Methodologies, SDLC, Web Applications, Integration, Requirements Analysis, Business Analysis, HTML5
Education
American Sentinel University, Denver 2005 — 2009
Bachelor of Science in Computer Science, Computer Science, Web Development, GPA 3.97
Schnittke Music College 1985 — 1989
BA, performance (flute, piano)
Magenic August 2012 - Present
ExitCare September 2011 - September 2012
US Bank October 2009 - September 2011
People's United Bank April 2007 - April 2008
Wachovia Corp 2003 - 2007
BB&T March 2002 - April 2003
USAA January 2001 - December 2001
SunTrust Bank January 2000 - December 2000
BankBoston 1998 - 2000
Skills
.NET, ASP.NET, C#, XML, AJAX, WCF, Software Development, JavaScript, SQL, CSS, Web Development, Application Development, jQuery, Visual Studio, SQL Server, MVC, Web Services, MVC 4, IIS, C, C++, Unit Testing, Microsoft SQL Server, ASP.NET MVC, Angular, Entity Framework, LINQ, Knockout, Bootstrap, JSON, MVVM, jQuery UI, TFS, MSTest, HTML 5, CSS3, Scrum, XHTML, XSL, Tortoise SVN, Knowledge Management, Agile Methodologies, SDLC, Web Applications, Integration, Requirements Analysis, Business Analysis, HTML5
Education
American Sentinel University, Denver 2005 — 2009
Bachelor of Science in Computer Science, Computer Science, Web Development, GPA 3.97
Schnittke Music College 1985 — 1989
BA, performance (flute, piano)
Joey Kwadwo Amoako Joey Kwadwo Amoako's WACHOVIA CORP. Experience August 2007 - August 2010
Job Audit Leader, Enterprise Risk Management
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Wells Fargo November 2013 - August 2015
Wells Fargo August 2012 - November 2013
Wells Fargo Financial August 2010 - November 2012
Wachovia Corp August 2007 - August 2010
Your Event Source May 2006 - August 2007
Managed Data Group May 2005 - August 2005
Skills
Team Leadership, Strategic Communications, Fraud Prevention, Fraud Investigations, Team Building, Team Management, Teamwork, Goal Oriented, Fraud, Customer Service, Software Documentation, Management, Training, Sales, Leadership, Analysis, Access, Event Planning, Recruiting, AML, Time Management, Finance, Anti Money Laundering
Education
Pfeiffer University 2014 — 2015
Masters in Financial Fraud Investigations
University of North Carolina at Charlotte 2002 — 2007
Bachelor of Arts (B.A.)
Western Guilford, H.S 1998 — 2002
Wells Fargo July 2015 - Present
Wells Fargo November 2013 - August 2015
Wells Fargo August 2012 - November 2013
Wells Fargo Financial August 2010 - November 2012
Wachovia Corp August 2007 - August 2010
Your Event Source May 2006 - August 2007
Managed Data Group May 2005 - August 2005
Skills
Team Leadership, Strategic Communications, Fraud Prevention, Fraud Investigations, Team Building, Team Management, Teamwork, Goal Oriented, Fraud, Customer Service, Software Documentation, Management, Training, Sales, Leadership, Analysis, Access, Event Planning, Recruiting, AML, Time Management, Finance, Anti Money Laundering
Education
Pfeiffer University 2014 — 2015
Masters in Financial Fraud Investigations
University of North Carolina at Charlotte 2002 — 2007
Bachelor of Arts (B.A.)
Western Guilford, H.S 1998 — 2002
Cindy Anderson's WACHOVIA CORP. Experience 2006 - November 2009
Job Sr Manager at Protiviti
Industry Financial Services
Experience
Protiviti July 2014 - Present
Bank of America October 2013 - March 2014
Wells Fargo November 2009 - October 2013
Wachovia Corp 2006 - November 2009
Wachovia 2002 - 2006
Price Waterhouse GMBH 1989 - 1992
Education
Tulane University
Protiviti July 2014 - Present
Bank of America October 2013 - March 2014
Wells Fargo November 2009 - October 2013
Wachovia Corp 2006 - November 2009
Wachovia 2002 - 2006
Price Waterhouse GMBH 1989 - 1992
Education
Tulane University
Jonathan Lindsay, PMP Jonathan Lindsay, PMP's WACHOVIA CORP. Experience 2005 - October 2009
Job Technical Account Manager at Microsoft
Industry Information Technology and Services
Experience
Microsoft December 2013 - Present
Wells Fargo November 2013 - Present
Wachovia Bank October 2005 - December 2013
Wells Fargo Bank November 2009 - October 2011
Wachovia Corp 2005 - October 2009
Wachovia Bank October 2005 - August 2009
Nu Lambda Foundation, Inc December 2001 - December 2005
Nu Lambda Foundation, Inc December 2001 - December 2005
Ace Media May 1998 - December 2005
Springs Industries August 2002 - October 2005
Skills
Business Intelligence, Data Warehousing, Integration, Requirements Gathering, Oracle, Databases, SQL, Microsoft SQL Server, Process Improvement, Testing, Program Management, ERP, Cross-functional Team..., User Acceptance Testing, Project Management, Six Sigma, ETL, JavaScript, Management, SDLC, Business Analysis, Leadership, Credit, SharePoint, Visio, Risk Management, Team Building
Education
University of North Carolina at Charlotte - Belk College of Business 2000 — 2003
MBA, Information Technology Mgmt
University of North Carolina at
M.B.A, Information Technology Mgmt
University of North Carolina at
M.B.A, Information Technology Mgmt
Winston-Salem State University 1992 — 1996
BS, Computer Science
Winston-Salem State University
B.S, Computer Science
Winston-Salem State University
B.S, Computer Science
South Mecklenburg High School 1989 — 1992
Microsoft December 2013 - Present
Wells Fargo November 2013 - Present
Wachovia Bank October 2005 - December 2013
Wells Fargo Bank November 2009 - October 2011
Wachovia Corp 2005 - October 2009
Wachovia Bank October 2005 - August 2009
Nu Lambda Foundation, Inc December 2001 - December 2005
Nu Lambda Foundation, Inc December 2001 - December 2005
Ace Media May 1998 - December 2005
Springs Industries August 2002 - October 2005
Skills
Business Intelligence, Data Warehousing, Integration, Requirements Gathering, Oracle, Databases, SQL, Microsoft SQL Server, Process Improvement, Testing, Program Management, ERP, Cross-functional Team..., User Acceptance Testing, Project Management, Six Sigma, ETL, JavaScript, Management, SDLC, Business Analysis, Leadership, Credit, SharePoint, Visio, Risk Management, Team Building
Education
University of North Carolina at Charlotte - Belk College of Business 2000 — 2003
MBA, Information Technology Mgmt
University of North Carolina at
M.B.A, Information Technology Mgmt
University of North Carolina at
M.B.A, Information Technology Mgmt
Winston-Salem State University 1992 — 1996
BS, Computer Science
Winston-Salem State University
B.S, Computer Science
Winston-Salem State University
B.S, Computer Science
South Mecklenburg High School 1989 — 1992
Victor Colon Victor Colon's WACHOVIA CORP. Experience 2003 - 2009
Job Administrative/Financial Manager at Smarte Carte
Industry Airlines/Aviation
Experience
Smarte Carte December 2012 - Present
H&R Block December 2011 - April 2012
Wells Fargo Bank January 2010 - November 2011
Wachovia Corp. 2003 - 2009
First Union National Bank 1999 - 2001
Skills
Banking, Call Center, Team Leadership, Sales, Leadership, Process Improvement, Credit, Customer Service, Automated Retail
Education
Colegio San José
University of Puerto Rico
Bachelor of Science (B.S.), Mathematics
Smarte Carte December 2012 - Present
H&R Block December 2011 - April 2012
Wells Fargo Bank January 2010 - November 2011
Wachovia Corp. 2003 - 2009
First Union National Bank 1999 - 2001
Skills
Banking, Call Center, Team Leadership, Sales, Leadership, Process Improvement, Credit, Customer Service, Automated Retail
Education
Colegio San José
University of Puerto Rico
Bachelor of Science (B.S.), Mathematics
London Roth's WACHOVIA CORP. Experience December 2003 - August 2005
Job Program Manager at Humana
Industry Health, Wellness and Fitness
Experience
Humana January 2014 - Present
Humana February 2012 - December 2013
Humana March 2009 - February 2012
Yum! Brands May 2008 - January 2009
Yum! Brands January 2007 - May 2008
GolinHarris June 2006 - December 2006
Wachovia Corp. December 2003 - August 2005
Wachovia Corp. June 2002 - December 2003
Skills
Integrated Marketing, Internal Communications, Public Relations, Marketing Communications, Social Media, Brand Management, CRM, Marketing, Leadership, Strategy, Strategic Planning, Change Management, Marketing Strategy, Corporate Communications, Nonprofits, Advertising, Strategic Communications, Coaching, Social Media Marketing, Market Research, Media Relations, Management, Customer Insight, Business Strategy, Cross-functional Team..., Public Speaking, Human Resources, Leadership Development, Employee Benefits, Organizational..., Operations Management, Healthcare, Team Building, Training
Education
Northwestern University 2005 — 2006
Master of Science, Integrated Marketing Communications
University of North Carolina at Chapel Hill 1998 — 2002
Bachelor of Arts, Journalism
Humana January 2014 - Present
Humana February 2012 - December 2013
Humana March 2009 - February 2012
Yum! Brands May 2008 - January 2009
Yum! Brands January 2007 - May 2008
GolinHarris June 2006 - December 2006
Wachovia Corp. December 2003 - August 2005
Wachovia Corp. June 2002 - December 2003
Skills
Integrated Marketing, Internal Communications, Public Relations, Marketing Communications, Social Media, Brand Management, CRM, Marketing, Leadership, Strategy, Strategic Planning, Change Management, Marketing Strategy, Corporate Communications, Nonprofits, Advertising, Strategic Communications, Coaching, Social Media Marketing, Market Research, Media Relations, Management, Customer Insight, Business Strategy, Cross-functional Team..., Public Speaking, Human Resources, Leadership Development, Employee Benefits, Organizational..., Operations Management, Healthcare, Team Building, Training
Education
Northwestern University 2005 — 2006
Master of Science, Integrated Marketing Communications
University of North Carolina at Chapel Hill 1998 — 2002
Bachelor of Arts, Journalism
Scott Pearl Scott Pearl's WACHOVIA CORP. Experience January 2007 - May 2009
Job Vice President Capital Markets Credit Risk Technology
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch October 2014 - Present
TEKsystems June 2014 - October 2014
Signature Consultants November 2013 - June 2014
Wells Fargo May 2013 - November 2013
Wells Fargo May 2012 - April 2013
Wells Fargo Bank September 2010 - May 2012
Wachovia, A Wells Fargo Company May 2009 - September 2010
Wachovia Corp. January 2007 - May 2009
Wachovia Bank January 2005 - January 2007
Wachovia Securities 2001 - 2005
Skills
Large Group Facilitation, Program Facilitation, Project Facilitation, Process Improvement, Program Management, Process Engineering, Strategic Planning, Imaging Systems, Mergers, Compliance, IT Management, Team Building, Change Management, Customer Relations, Vendor Management, Team Leadership, Cross-functional Team..., Business Analysis, Project Management, Banking, Leadership, Agile Methodologies, Visio, Disaster Recovery, Management, Mergers & Acquisitions, Quality Assurance, Software Documentation, Project Planning, Analysis, ITIL, Data Center, Enterprise Software, Start-ups, ERP, Servers, Skilled Relationship..., Cross Functional..., Budgets, Consulting, Project Portfolio..., Financial Services, Risk Management, IT Strategy, Information Technology, PMO, Software Project..., Infrastructure, Agile Project Management, Project Delivery
Education
Rowan University 1978 — 1982
BA, Communications
Drew University
Post-graduate coursework
Bank of America Merrill Lynch October 2014 - Present
TEKsystems June 2014 - October 2014
Signature Consultants November 2013 - June 2014
Wells Fargo May 2013 - November 2013
Wells Fargo May 2012 - April 2013
Wells Fargo Bank September 2010 - May 2012
Wachovia, A Wells Fargo Company May 2009 - September 2010
Wachovia Corp. January 2007 - May 2009
Wachovia Bank January 2005 - January 2007
Wachovia Securities 2001 - 2005
Skills
Large Group Facilitation, Program Facilitation, Project Facilitation, Process Improvement, Program Management, Process Engineering, Strategic Planning, Imaging Systems, Mergers, Compliance, IT Management, Team Building, Change Management, Customer Relations, Vendor Management, Team Leadership, Cross-functional Team..., Business Analysis, Project Management, Banking, Leadership, Agile Methodologies, Visio, Disaster Recovery, Management, Mergers & Acquisitions, Quality Assurance, Software Documentation, Project Planning, Analysis, ITIL, Data Center, Enterprise Software, Start-ups, ERP, Servers, Skilled Relationship..., Cross Functional..., Budgets, Consulting, Project Portfolio..., Financial Services, Risk Management, IT Strategy, Information Technology, PMO, Software Project..., Infrastructure, Agile Project Management, Project Delivery
Education
Rowan University 1978 — 1982
BA, Communications
Drew University
Post-graduate coursework
Shawn Butterworth Shawn Butterworth's WACHOVIA CORP. Experience April 2007 - April 2009
Job SVP, Human Resources Leader, Enterprise Global Services, Wholesale Banking
Industry Banking
Experience
Wells Fargo June 2014 - Present
Wells Fargo November 2011 - June 2014
Wells Fargo 2007 - December 2011
Wachovia Corp April 2007 - April 2009
Barclays Capital 2003 - 2007
First Union National Bank 1992 - 2003
Jefferson Pilot Communication 1984 - 1992
Skills
Strategic Human..., Performance Consulting, Leading Organizational..., Talent Management, Risk Management, Compensation, Employee Relations, Demand Managment, Organizational..., Recruiting, Learning Management, Compliance, Employee Engagement, Mergers & Acquisitions, Performance Improvement, Strategic Communications, Leadership Development, Financial Services, Human Resources, Leadership, Succession Planning, Banking, Change Management, Performance Management, Training, Talent Acquisition
Education
University of North Carolina at Chapel Hill
BA
Wells Fargo June 2014 - Present
Wells Fargo November 2011 - June 2014
Wells Fargo 2007 - December 2011
Wachovia Corp April 2007 - April 2009
Barclays Capital 2003 - 2007
First Union National Bank 1992 - 2003
Jefferson Pilot Communication 1984 - 1992
Skills
Strategic Human..., Performance Consulting, Leading Organizational..., Talent Management, Risk Management, Compensation, Employee Relations, Demand Managment, Organizational..., Recruiting, Learning Management, Compliance, Employee Engagement, Mergers & Acquisitions, Performance Improvement, Strategic Communications, Leadership Development, Financial Services, Human Resources, Leadership, Succession Planning, Banking, Change Management, Performance Management, Training, Talent Acquisition
Education
University of North Carolina at Chapel Hill
BA
Marianne Price Marianne Price's WACHOVIA CORP. Experience 2007 - 2009
Job Executive Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2013 - Present
Wells Fargo 1979 - Present
Wachovia Corp. 2007 - 2009
Wachovia / Wells Fargo 1979 - 2009
Skills
Banking, Risk Management, Financial Services, Financial Risk, Vendor Management, Credit, Mergers & Acquisitions, Loans, Asset Management, Wealth Management, Commercial Banking, Securities, Investments, Fixed Income, Relationship Management, Capital Markets, Treasury Management
Education
University of Virginia - Darden Graduate School of Business Administration 1977 — 1979
MBA
Dartmouth College 1974 — 1977
AB
Wells Fargo March 2013 - Present
Wells Fargo 1979 - Present
Wachovia Corp. 2007 - 2009
Wachovia / Wells Fargo 1979 - 2009
Skills
Banking, Risk Management, Financial Services, Financial Risk, Vendor Management, Credit, Mergers & Acquisitions, Loans, Asset Management, Wealth Management, Commercial Banking, Securities, Investments, Fixed Income, Relationship Management, Capital Markets, Treasury Management
Education
University of Virginia - Darden Graduate School of Business Administration 1977 — 1979
MBA
Dartmouth College 1974 — 1977
AB
John H. Astrello, PMP John H. Astrello, PMP's WACHOVIA CORP. Experience 2000 - 2006
Job Information Technology Project Management Professional for Fortune 100 Companies
Industry Financial Services
Experience
VCE November 2014 - Present
Fidelity Investments 2012 - 2014
Pinnacle Project Management Consultants 2009 - 2012
Electronic Data Systems 2007 - 2009
Electronic Data Systems 2006 - 2007
Wachovia Corp. 2000 - 2006
Skills
Program Management, PMP, Project Management, Business Process..., PMO, Cross-functional Team..., Vendor Management, Management, Software Project..., Risk Management, Disaster Recovery, Process Improvement, SDLC, Governance, Start-ups, Business Strategy, CRM, Project Portfolio..., Enterprise Software, MS Project, Business Analysis, Leadership, IT Strategy, Business Process, Team Building, Consulting, Team Leadership, Cross Functional Team..., Budget Management, Thrive in..., Banking, Finance, Mortgage Banking, Investments, Sarbanes-Oxley Act, FINRA, Visio, Primavera P6, Agile & Waterfall..., Rapid Development, Iterative, Incremental, COTS, Full Life Cycle..., Fortune 100
Education
Texas A&M University
Certificate in Electronic Technology (Institute of Electronic Technology)
VCE November 2014 - Present
Fidelity Investments 2012 - 2014
Pinnacle Project Management Consultants 2009 - 2012
Electronic Data Systems 2007 - 2009
Electronic Data Systems 2006 - 2007
Wachovia Corp. 2000 - 2006
Skills
Program Management, PMP, Project Management, Business Process..., PMO, Cross-functional Team..., Vendor Management, Management, Software Project..., Risk Management, Disaster Recovery, Process Improvement, SDLC, Governance, Start-ups, Business Strategy, CRM, Project Portfolio..., Enterprise Software, MS Project, Business Analysis, Leadership, IT Strategy, Business Process, Team Building, Consulting, Team Leadership, Cross Functional Team..., Budget Management, Thrive in..., Banking, Finance, Mortgage Banking, Investments, Sarbanes-Oxley Act, FINRA, Visio, Primavera P6, Agile & Waterfall..., Rapid Development, Iterative, Incremental, COTS, Full Life Cycle..., Fortune 100
Education
Texas A&M University
Certificate in Electronic Technology (Institute of Electronic Technology)
Arnab Sarkar's WACHOVIA CORP. Experience May 2005 - May 2008
Job Derivatives Trader at AllianceBernstein LP
Industry Investment Management
Experience
AllianceBernstein September 2013 - Present
AEGON USA Investment Management LLC February 2010 - August 2013
Sun Life Financial May 2008 - January 2010
Wachovia Corp. May 2005 - May 2008
Education
Georgia Institute of Technology 2004 — 2006
MS Quantitative and Computational Finance, Finance
Indian Institute of Technology, Bombay 1999 — 2004
Mechanical Engineering
Kendriya Vidyalaya
Secondary and Senior Secondary Education, Mathematics, Physics, History, Economics
St. Joseph's Convent High School, Chittaranjan
AllianceBernstein September 2013 - Present
AEGON USA Investment Management LLC February 2010 - August 2013
Sun Life Financial May 2008 - January 2010
Wachovia Corp. May 2005 - May 2008
Education
Georgia Institute of Technology 2004 — 2006
MS Quantitative and Computational Finance, Finance
Indian Institute of Technology, Bombay 1999 — 2004
Mechanical Engineering
Kendriya Vidyalaya
Secondary and Senior Secondary Education, Mathematics, Physics, History, Economics
St. Joseph's Convent High School, Chittaranjan
Linda Sterner Linda Sterner's WACHOVIA CORP. Experience 1983 - 2008
Job President at Sterner Enterprises Inc
Industry Information Technology and Services
Experience
Sterner Enterprises Inc June 2008 - Present
Wachovia Bank July 1983 - April 2008
Wachovia Corp 1983 - 2008
Skills
Strategic Planning, Process Improvement, Project Management, Change Management, IT Strategy, Integration, Business Analysis, Nonprofits, Business Process..., Software Project..., Consulting, Coaching
Education
University of North Florida 1973 — 1975
BA, Math
Western Kentucky University 1970 — 1972
Sterner Enterprises Inc June 2008 - Present
Wachovia Bank July 1983 - April 2008
Wachovia Corp 1983 - 2008
Skills
Strategic Planning, Process Improvement, Project Management, Change Management, IT Strategy, Integration, Business Analysis, Nonprofits, Business Process..., Software Project..., Consulting, Coaching
Education
University of North Florida 1973 — 1975
BA, Math
Western Kentucky University 1970 — 1972
James Marble James Marble's WACHOVIA CORP. Experience August 2000 - March 2002
Job Program Manager at StoneLaurel
Industry Banking
Experience
StoneLaurel February 2014 - Present
Cox Communications September 2013 - February 2014
StoneLaurel July 2012 - June 2013
ZeroChaos April 2012 - July 2012
Clear Path Technology Group November 2010 - March 2012
Wells Fargo October 2005 - 2009
Wachovia March 2002 - March 2004
Wachovia corp August 2000 - March 2002
Solarcom June 1990 - May 2000
Skills
Project Management, Program Management, Business Analysis, Vendor Management, Management, SDLC, Project Portfolio..., Budgets, Process Improvement, System Deployment, PMO, PMP, Project Planning, Business Requirements, IT Strategy, Business Process..., IT Management, Infrastructure, Requirements Analysis, MS Project, Software Project..., Risk Management, Integration, Project Delivery, Resource Management, ITIL, SharePoint, Visio, Outsourcing, Business Process, IT Service Management, Change Management, Requirements Gathering, Microsoft Project
Education
Georgia State University 1986 — 1988
BBA, Operations Mgt & Decision Sciences
Georgia Institute of Technology - Georgia Tech College of Management 1974 — 1978
Business Administration, Management and Operations
StoneLaurel February 2014 - Present
Cox Communications September 2013 - February 2014
StoneLaurel July 2012 - June 2013
ZeroChaos April 2012 - July 2012
Clear Path Technology Group November 2010 - March 2012
Wells Fargo October 2005 - 2009
Wachovia March 2002 - March 2004
Wachovia corp August 2000 - March 2002
Solarcom June 1990 - May 2000
Skills
Project Management, Program Management, Business Analysis, Vendor Management, Management, SDLC, Project Portfolio..., Budgets, Process Improvement, System Deployment, PMO, PMP, Project Planning, Business Requirements, IT Strategy, Business Process..., IT Management, Infrastructure, Requirements Analysis, MS Project, Software Project..., Risk Management, Integration, Project Delivery, Resource Management, ITIL, SharePoint, Visio, Outsourcing, Business Process, IT Service Management, Change Management, Requirements Gathering, Microsoft Project
Education
Georgia State University 1986 — 1988
BBA, Operations Mgt & Decision Sciences
Georgia Institute of Technology - Georgia Tech College of Management 1974 — 1978
Business Administration, Management and Operations
James Tierney's WACHOVIA CORP. Experience October 1990 - December 2003
Job Audit Manager at Financial Outsourcing Solutions
Industry Accounting
Experience
Financial Outsourcing Solutions April 2013 - Present
Accume Partners November 2012 - April 2013
The CIT Group August 2008 - October 2012
Covanta Energy 2007 - 2008
J H Cohn, LLP December 2003 - March 2007
Wachovia Corp October 1990 - December 2003
Skills
Risk Assessment, Business Continuity..., Risk Management, Financial Risk, Enterprise Risk..., Operational Risk, Operational Risk..., Business Continuity, Governance, Auditing, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Information Security, Information Security..., Disaster Recovery, Accounting, Sarbanes-Oxley, Financial Audits, Banking
Education
Ramapo College of New Jersey 1976 — 1980
BA, Economics/Accounting
Financial Outsourcing Solutions April 2013 - Present
Accume Partners November 2012 - April 2013
The CIT Group August 2008 - October 2012
Covanta Energy 2007 - 2008
J H Cohn, LLP December 2003 - March 2007
Wachovia Corp October 1990 - December 2003
Skills
Risk Assessment, Business Continuity..., Risk Management, Financial Risk, Enterprise Risk..., Operational Risk, Operational Risk..., Business Continuity, Governance, Auditing, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Information Security, Information Security..., Disaster Recovery, Accounting, Sarbanes-Oxley, Financial Audits, Banking
Education
Ramapo College of New Jersey 1976 — 1980
BA, Economics/Accounting
Aaron Gani Aaron Gani's WACHOVIA CORP. Experience June 2004 - September 2005
Job Enterprise Vice President Innovation Improving Health via Open Innovation
Industry Information Technology and Services
Experience
Humana January 2015 - Present
Humana March 2012 - Present
Humana May 2007 - March 2012
Humana March 2006 - May 2007
BusinessGenetics, Inc. October 2005 - March 2006
Wachovia Corp. June 2004 - September 2005
Wachovia Corp September 2001 - July 2004
First Union National Bank January 1999 - September 2001
First Union National Bank January 1997 - December 1998
First Union National Bank December 1995 - December 1996
Skills
IT Strategy, Process Improvement, SDLC, Change Management, Program Management, Strategic Planning, Vendor Management, Enterprise Architecture, Project Portfolio..., Business Process..., Business Analysis, Business Intelligence, Project Management, Product Management, PMO, SaaS, Executive Management, Software Project..., Management Consulting, Leadership, Audience Response..., Management, Risk Management, Strategy, Healthcare Information..., IT Enabled Business..., IT Leadership, Enterprise IT Strategy, IT Cost Optimization, Information Technology..., Strategic IT Management, Business Development, Analysis, Security, Disaster Recovery
Education
Duke University - The Fuqua School of Business 2008 — 2009
MBA, Health Sector Mgmt - Alumni Certificate
Duke University - Fuqua School of Business 1998 — 1999
MBA, General Management
University of Louisville 1989 — 1991
B.S., Business Management / MIS
Humana January 2015 - Present
Humana March 2012 - Present
Humana May 2007 - March 2012
Humana March 2006 - May 2007
BusinessGenetics, Inc. October 2005 - March 2006
Wachovia Corp. June 2004 - September 2005
Wachovia Corp September 2001 - July 2004
First Union National Bank January 1999 - September 2001
First Union National Bank January 1997 - December 1998
First Union National Bank December 1995 - December 1996
Skills
IT Strategy, Process Improvement, SDLC, Change Management, Program Management, Strategic Planning, Vendor Management, Enterprise Architecture, Project Portfolio..., Business Process..., Business Analysis, Business Intelligence, Project Management, Product Management, PMO, SaaS, Executive Management, Software Project..., Management Consulting, Leadership, Audience Response..., Management, Risk Management, Strategy, Healthcare Information..., IT Enabled Business..., IT Leadership, Enterprise IT Strategy, IT Cost Optimization, Information Technology..., Strategic IT Management, Business Development, Analysis, Security, Disaster Recovery
Education
Duke University - The Fuqua School of Business 2008 — 2009
MBA, Health Sector Mgmt - Alumni Certificate
Duke University - Fuqua School of Business 1998 — 1999
MBA, General Management
University of Louisville 1989 — 1991
B.S., Business Management / MIS
Mary Kesel Mary Kesel's WACHOVIA CORP. Experience June 1993 - December 2000
Job President/CEO, Benefit Advocates, Inc.
Industry Human Resources
Experience
Benefit Advocates, Inc. May 2001 - Present
Wake Forest University 2001 - 2012
Wachovia Corp June 1993 - December 2000
Skills
Employee Benefits, Claims Resolution, Dispute Resolution, Benefits Administration, Consulting, Deferred Compensation, Healthcare, Human Resources, Insurance, Health Insurance, Sourcing, Time Management, Medicare, Organizational..., Personnel Management, Employee Relations, Career Development, Training
Education
University of North Carolina at Chapel Hill 1991 — 1993
MSW, Social Work-Medical Services
State University of New York College at Oneonta
B.A., Psychology
Benefit Advocates, Inc. May 2001 - Present
Wake Forest University 2001 - 2012
Wachovia Corp June 1993 - December 2000
Skills
Employee Benefits, Claims Resolution, Dispute Resolution, Benefits Administration, Consulting, Deferred Compensation, Healthcare, Human Resources, Insurance, Health Insurance, Sourcing, Time Management, Medicare, Organizational..., Personnel Management, Employee Relations, Career Development, Training
Education
University of North Carolina at Chapel Hill 1991 — 1993
MSW, Social Work-Medical Services
State University of New York College at Oneonta
B.A., Psychology
Allison Burgun Allison Burgun's WACHOVIA CORP. Experience 1998 - 2001
Job Corporate Finance, Capital Markets and Investor Relations Professional
Industry Banking
Experience
U.S. Bank August 2014 - Present
Ally Financial Inc. June 2010 - August 2014
Bank of America Merrill Lynch October 2009 - June 2010
Banc of America Securities March 2004 - February 2009
William R. Hough & Co. (RBC Dain Rauscher Inc.) July 2003 - February 2004
Wachovia Corp 1998 - 2001
Skills
Contract Negotiation, Documentations, Financial Analysis, Loans, Corporate Finance, Due Diligence, Restructuring, Analysis, Strategic Planning, Portfolio Management, Financial Modeling, Banking, Capital Markets, Credit Analysis, Equities, Commercial Lending, Valuation, Credit, Risk Management
Education
Vanderbilt University - Owen Graduate School of Management 2001 — 2003
MBA, Finance and Accounting
University of North Carolina at Charlotte 1996 — 1998
BSBA, Bachelor of Science in Business Administration, Major in Finance, May 1998
Virginia Polytechnic Institute and State University 1994 — 1996
Greensboro Day School 1987 — 1994
U.S. Bank August 2014 - Present
Ally Financial Inc. June 2010 - August 2014
Bank of America Merrill Lynch October 2009 - June 2010
Banc of America Securities March 2004 - February 2009
William R. Hough & Co. (RBC Dain Rauscher Inc.) July 2003 - February 2004
Wachovia Corp 1998 - 2001
Skills
Contract Negotiation, Documentations, Financial Analysis, Loans, Corporate Finance, Due Diligence, Restructuring, Analysis, Strategic Planning, Portfolio Management, Financial Modeling, Banking, Capital Markets, Credit Analysis, Equities, Commercial Lending, Valuation, Credit, Risk Management
Education
Vanderbilt University - Owen Graduate School of Management 2001 — 2003
MBA, Finance and Accounting
University of North Carolina at Charlotte 1996 — 1998
BSBA, Bachelor of Science in Business Administration, Major in Finance, May 1998
Virginia Polytechnic Institute and State University 1994 — 1996
Greensboro Day School 1987 — 1994
Derek Terry's WACHOVIA CORP. Experience March 2007 - April 2008
Job Consultant Business Unit Finance at Randstad
Industry Banking
Experience
Randstad April 2014 - December 2014
Resources Global Professionals June 2013 - January 2014
root9B Technologies March 2012 - January 2013
Bank of America April 2011 - December 2011
Bank of America September 2009 - March 2011
Wachovia Corp. March 2007 - April 2008
Wachovia Corp. June 2006 - March 2007
UAV Entertainment Co. October 2005 - February 2006
Wachovia Corp. July 2005 - October 2005
Bank of America September 2004 - April 2005
Skills
Financial Analysis, Forecasting, Budgeting, Financial Reporting, KPI, Strategic Planning, Basel II, Excel, Access, PowerPoint, Essbase, Visual Basic, SAP, SQL, Budgets, Risk Management..., Change Management, Finance, Credit Risk, Risk Management, Data Analysis, Analysis, Business Process, Microsoft Excel
Education
Wake Forest University - Babcock Graduate School of Management 2004 — 2006
MBA, Business Administration, 3.4
Bradley University 1994 — 1998
BS, Finance, 3.5
Randstad April 2014 - December 2014
Resources Global Professionals June 2013 - January 2014
root9B Technologies March 2012 - January 2013
Bank of America April 2011 - December 2011
Bank of America September 2009 - March 2011
Wachovia Corp. March 2007 - April 2008
Wachovia Corp. June 2006 - March 2007
UAV Entertainment Co. October 2005 - February 2006
Wachovia Corp. July 2005 - October 2005
Bank of America September 2004 - April 2005
Skills
Financial Analysis, Forecasting, Budgeting, Financial Reporting, KPI, Strategic Planning, Basel II, Excel, Access, PowerPoint, Essbase, Visual Basic, SAP, SQL, Budgets, Risk Management..., Change Management, Finance, Credit Risk, Risk Management, Data Analysis, Analysis, Business Process, Microsoft Excel
Education
Wake Forest University - Babcock Graduate School of Management 2004 — 2006
MBA, Business Administration, 3.4
Bradley University 1994 — 1998
BS, Finance, 3.5
Desbele Gebre Desbele Gebre's WACHOVIA CORP. Experience March 2002 - January 2008
Job Sr. Buyer at City of Sunnyvale
Industry Government Administration
Experience
City of Sunnyvale March 2015 - Present
Contra Costa County June 2012 - Present
Wachovia corp. March 2002 - January 2008
Egghead.com May 1999 - November 2001
Fry's Electronics August 1989 - May 1999
Skills
Strategic Negotiations, Inventory Management, Cost Analysis, Vendor Relanship..., eCommerce, Bidding Process, Bid Specifications, Supply Chain Management, Merchandising, Marketing, Design IFB & RFP, Contract Administration, Dispute Resolution, Contract Negotiation, Management, Financial Analysis, Banking, Risk Management, Contract Management, E-commerce, Negotiation, Operations Management
Education
University of Phoenix
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of San Francisco
Supply Chain Management
Villanova University School of Law
Contract Management
City of Sunnyvale March 2015 - Present
Contra Costa County June 2012 - Present
Wachovia corp. March 2002 - January 2008
Egghead.com May 1999 - November 2001
Fry's Electronics August 1989 - May 1999
Skills
Strategic Negotiations, Inventory Management, Cost Analysis, Vendor Relanship..., eCommerce, Bidding Process, Bid Specifications, Supply Chain Management, Merchandising, Marketing, Design IFB & RFP, Contract Administration, Dispute Resolution, Contract Negotiation, Management, Financial Analysis, Banking, Risk Management, Contract Management, E-commerce, Negotiation, Operations Management
Education
University of Phoenix
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of San Francisco
Supply Chain Management
Villanova University School of Law
Contract Management
Jennifer G. Johnson Jennifer G. Johnson's WACHOVIA CORP. Experience October 2007 - Present
Job Jennifer G. Johnson
Industry Banking
Experience
Wells Fargo Bank April 2011 - Present
Wells Fargo November 2009 - Present
Wachovia Corp October 2007 - Present
Wachovia Corp August 2005 - Present
Wachovia Securities November 2003 - Present
TIAA-CREF August 1992 - September 2003
Skills
Business Analysis, SharePoint, Business Requirements, Software Documentation, Testing, Management, Change Management, Financial Services, Project Management, Banking, Requirements Gathering, Mergers & Acquisitions, SDLC, Visio, Vendor Management
Education
State University of New York College at Geneseo 1985 — 1989
BS, Management, Management Information Systems, Spanish
Wells Fargo Bank April 2011 - Present
Wells Fargo November 2009 - Present
Wachovia Corp October 2007 - Present
Wachovia Corp August 2005 - Present
Wachovia Securities November 2003 - Present
TIAA-CREF August 1992 - September 2003
Skills
Business Analysis, SharePoint, Business Requirements, Software Documentation, Testing, Management, Change Management, Financial Services, Project Management, Banking, Requirements Gathering, Mergers & Acquisitions, SDLC, Visio, Vendor Management
Education
State University of New York College at Geneseo 1985 — 1989
BS, Management, Management Information Systems, Spanish
Joe E. Randolph Joe E. Randolph's WACHOVIA CORP. Experience July 2004 - July 2005
Job Sr Operations Manager: Microsoft
Industry Information Technology and Services
Experience
Microsoft August 2015 - Present
Johnson C. Smith University March 2011 - Present
Vanguard January 2010 - July 2015
Allen University August 2011 - July 2013
Wachovia February 2007 - January 2010
Wachovia July 2005 - February 2007
Wachovia Corp July 2004 - July 2005
Skills
Leadership, Leadership Development, Coaching, Organizational..., Performance Management, Workshop Facilitation, Conflict Resolution, Process Improvement, Employee Relations, Recruiting, Training, Team Building, Strategy, Human Resources, Project Management, Management, Public Speaking, Operations Management, Customer Service, Fundraising, Program Management, Team Leadership, Staff Development, Team Management, Event Planning
Education
Pfeiffer University 2003 — 2005
MBA, Business
Pfeiffer University 2003 — 2005
MSL, Masters in Science in Org Leadership and Development
Coker College 1995 — 1999
Bachelor of Science, Business
North Carolina Institute of Political Leadership 2014 — 2014
Graduate Certificate, Politics
Stat-A-Matrix 2008 — 2008
Six Sigma Green Belt Certification, Six Sigma Green Belt Certification
Microsoft August 2015 - Present
Johnson C. Smith University March 2011 - Present
Vanguard January 2010 - July 2015
Allen University August 2011 - July 2013
Wachovia February 2007 - January 2010
Wachovia July 2005 - February 2007
Wachovia Corp July 2004 - July 2005
Skills
Leadership, Leadership Development, Coaching, Organizational..., Performance Management, Workshop Facilitation, Conflict Resolution, Process Improvement, Employee Relations, Recruiting, Training, Team Building, Strategy, Human Resources, Project Management, Management, Public Speaking, Operations Management, Customer Service, Fundraising, Program Management, Team Leadership, Staff Development, Team Management, Event Planning
Education
Pfeiffer University 2003 — 2005
MBA, Business
Pfeiffer University 2003 — 2005
MSL, Masters in Science in Org Leadership and Development
Coker College 1995 — 1999
Bachelor of Science, Business
North Carolina Institute of Political Leadership 2014 — 2014
Graduate Certificate, Politics
Stat-A-Matrix 2008 — 2008
Six Sigma Green Belt Certification, Six Sigma Green Belt Certification
Steve Poncsak's WACHOVIA CORP. Experience 2005 - 2008
Job Finance and Operations Leader
Industry Financial Services
Experience
EPIC Insurance Brokers and Consultants January 2015 - Present
Marsh January 2014 - December 2014
Appalachian Underwriters 2011 - 2013
Accident Insurance Company Inc. 2011 - 2013
Marsh & McLennan Companies 2008 - 2010
Wachovia Corp. 2005 - 2008
Marsh 1998 - 2005
Skills
Insurance, Strategic Planning, Reinsurance, Mergers, Expense Management, Leadership, Sarbanes-Oxley Act, Management, Financial Analysis, Mergers & Acquisitions, Finance, Property & Casualty..., Forecasting, Auditing, Internal Controls, Strategy, Budgets, Analysis, Strategic Financial..., Due Diligence, Managerial Finance, Risk Management, Operations Management
Education
Purdue University
B.S., Accounting
EPIC Insurance Brokers and Consultants January 2015 - Present
Marsh January 2014 - December 2014
Appalachian Underwriters 2011 - 2013
Accident Insurance Company Inc. 2011 - 2013
Marsh & McLennan Companies 2008 - 2010
Wachovia Corp. 2005 - 2008
Marsh 1998 - 2005
Skills
Insurance, Strategic Planning, Reinsurance, Mergers, Expense Management, Leadership, Sarbanes-Oxley Act, Management, Financial Analysis, Mergers & Acquisitions, Finance, Property & Casualty..., Forecasting, Auditing, Internal Controls, Strategy, Budgets, Analysis, Strategic Financial..., Due Diligence, Managerial Finance, Risk Management, Operations Management
Education
Purdue University
B.S., Accounting
Lisa Diaz aka Schrader's WACHOVIA CORP. Experience 2006 - March 2010
Job Business Systems Consultant at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank March 2010 - Present
Wachovia Corp 2006 - March 2010
Tyler Technologies June 2006 - November 2006
TD Banknorth November 2005 - June 2006
Wachovia, A Wells Fargo Company February 2002 - November 2005
Coss Development Corporation March 2001 - February 2002
First Union National Bank 1998 - 2001
First Union Home Equity Bank 1997 - 1998
First Union Home Equity Bank 1996 - 1997
Peoples Heritage Savings Bank 1993 - 1996
Skills
User Acceptance Testing, Requirements Gathering, Test Planning, Requirements Analysis, Business Requirements, Quality Assurance, Testing, Software Documentation, Business Analysis, SDLC, Test Cases, Management, Regression Testing, Project Management, Analysis, Manual Testing, Release Management, Gap Analysis, Functional..., Systems Analysis
Education
State University of New York College at Brockport 1979 — 1983
BA, Speech Communications(Radio and TV)
Newburgh Free Academy 1976 — 1979
Wells Fargo Bank March 2010 - Present
Wachovia Corp 2006 - March 2010
Tyler Technologies June 2006 - November 2006
TD Banknorth November 2005 - June 2006
Wachovia, A Wells Fargo Company February 2002 - November 2005
Coss Development Corporation March 2001 - February 2002
First Union National Bank 1998 - 2001
First Union Home Equity Bank 1997 - 1998
First Union Home Equity Bank 1996 - 1997
Peoples Heritage Savings Bank 1993 - 1996
Skills
User Acceptance Testing, Requirements Gathering, Test Planning, Requirements Analysis, Business Requirements, Quality Assurance, Testing, Software Documentation, Business Analysis, SDLC, Test Cases, Management, Regression Testing, Project Management, Analysis, Manual Testing, Release Management, Gap Analysis, Functional..., Systems Analysis
Education
State University of New York College at Brockport 1979 — 1983
BA, Speech Communications(Radio and TV)
Newburgh Free Academy 1976 — 1979
Colleen Bucher Colleen Bucher's WACHOVIA CORP. Experience February 2001 - July 2004
Job Accounts Receivable Specialist at Falcon Design and Print
Industry Photography
Experience
Falcon Design and Print August 2014 - Present
Colleen Bucher Photography October 2010 - Present
Off Campus Partners, LLC October 2004 - October 2007
Thomas Jefferson Foundation August 2004 - September 2005
Wachovia Corp. February 2001 - July 2004
Self-Help Credit Union 2000 - 2001
Ferguson Enterprises 1998 - 1999
Skills
Risk Management, Portfolio Management, Budgets, Strategic Planning, Management, Trading, Forecasting, Options, Finance, Social Media, Project Planning, Event Management, Financial Risk, Equities, Social Media Marketing, Fundraising, Marketing Communications, Sales, Public Relations
Education
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Enloe High School 1990 — 1994
Falcon Design and Print August 2014 - Present
Colleen Bucher Photography October 2010 - Present
Off Campus Partners, LLC October 2004 - October 2007
Thomas Jefferson Foundation August 2004 - September 2005
Wachovia Corp. February 2001 - July 2004
Self-Help Credit Union 2000 - 2001
Ferguson Enterprises 1998 - 1999
Skills
Risk Management, Portfolio Management, Budgets, Strategic Planning, Management, Trading, Forecasting, Options, Finance, Social Media, Project Planning, Event Management, Financial Risk, Equities, Social Media Marketing, Fundraising, Marketing Communications, Sales, Public Relations
Education
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Enloe High School 1990 — 1994
William Ren, Ph.D, CFA, CFP® William Ren, Ph.D, CFA, CFP®'s WACHOVIA CORP. Experience March 2002 - March 2003
Job President and LPL Financial Advisor at Ren & Associates at (847)6367887
Industry Investment Management
Experience
Ren & Associates February 2011 - Present
Edward Jones Investments July 2007 - February 2011
Motorola March 2003 - March 2007
Wachovia Corp March 2002 - March 2003
Skills
Recruiting, Venture Capital, Business Process..., Management, Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Asset Management, Fixed Annuities, Financial Advisory, IRAs, Securities, 401k, Investment Management, Financial Services, Financial Planners, Insurance, Life Insurance, Roth IRA, Long Term Care Insurance, Finance, Disability Insurance, Bonds
Education
University of Minnesota-Twin Cities 1996 — 2001
Ph.D, Carlson School of Management
Peking University 1987 — 1994
BS,MS
Ren & Associates February 2011 - Present
Edward Jones Investments July 2007 - February 2011
Motorola March 2003 - March 2007
Wachovia Corp March 2002 - March 2003
Skills
Recruiting, Venture Capital, Business Process..., Management, Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Asset Management, Fixed Annuities, Financial Advisory, IRAs, Securities, 401k, Investment Management, Financial Services, Financial Planners, Insurance, Life Insurance, Roth IRA, Long Term Care Insurance, Finance, Disability Insurance, Bonds
Education
University of Minnesota-Twin Cities 1996 — 2001
Ph.D, Carlson School of Management
Peking University 1987 — 1994
BS,MS
Joel L. A. Peterson Joel L. A. Peterson's WACHOVIA CORP. Experience 1992 - 1995
Job Managing Partner, Pintoresco Advisors, LLC (M&A Advisory Firm)
Industry Investment Banking
Experience
Pintoresco Advisors, LLC December 2003 - Present
Claremont Graduate University 2013 - 2015
Claremont Graduate University 2013 - 2015
Navlink, Inc. (AT&T Affiliate) December 2003 - August 2004
Level 3 Communications 2002 - 2003
AT&T & BT Global JV (Concert BV) 2000 - 2002
Sharinga Networks, Inc. (25% owned affiate of Concert) 2000 - 2002
BellSouth Corporation 1996 - 2000
The Bank of Tokyo-Mitsubishi 1995 - 1996
Wachovia Corp. 1992 - 1995
Skills
Global Partnerships, Mergers, Executive Management, Corporate Finance, Joint Ventures, Business Strategy, Business Valuation, Project Management, Acquisitions & Disposals, Process Development, Process Management, New Business Development, Entrepreneurship, IT Strategy, Telecommunications, Wireless, Team Leadership, Mergers & Acquisitions, Financial Analysis, Management, Partnerships, Strategic Planning, Business Development, Project Planning, Due Diligence, Strategic Partnerships, Marketing Strategy, Management Consulting, Negotiation, Risk Management, Program Management, Finance
Education
Claremont Graduate University 2013 — 2016
Doctor of Philosophy (PhD), Education Reform and Private Sector Partnerships
MBA, R.B. Pamplin Graduate College of Business (Magna Cum Laude) - Virginia Tech 1990 — 1992
MBA, Finance, Marketing
BA, University of Virginia (Echols Scholar, Rodman Scholar) 1982 — 1986
BA, Economics
St. Peter High School
Pintoresco Advisors, LLC December 2003 - Present
Claremont Graduate University 2013 - 2015
Claremont Graduate University 2013 - 2015
Navlink, Inc. (AT&T Affiliate) December 2003 - August 2004
Level 3 Communications 2002 - 2003
AT&T & BT Global JV (Concert BV) 2000 - 2002
Sharinga Networks, Inc. (25% owned affiate of Concert) 2000 - 2002
BellSouth Corporation 1996 - 2000
The Bank of Tokyo-Mitsubishi 1995 - 1996
Wachovia Corp. 1992 - 1995
Skills
Global Partnerships, Mergers, Executive Management, Corporate Finance, Joint Ventures, Business Strategy, Business Valuation, Project Management, Acquisitions & Disposals, Process Development, Process Management, New Business Development, Entrepreneurship, IT Strategy, Telecommunications, Wireless, Team Leadership, Mergers & Acquisitions, Financial Analysis, Management, Partnerships, Strategic Planning, Business Development, Project Planning, Due Diligence, Strategic Partnerships, Marketing Strategy, Management Consulting, Negotiation, Risk Management, Program Management, Finance
Education
Claremont Graduate University 2013 — 2016
Doctor of Philosophy (PhD), Education Reform and Private Sector Partnerships
MBA, R.B. Pamplin Graduate College of Business (Magna Cum Laude) - Virginia Tech 1990 — 1992
MBA, Finance, Marketing
BA, University of Virginia (Echols Scholar, Rodman Scholar) 1982 — 1986
BA, Economics
St. Peter High School
Andrew Telford's WACHOVIA CORP. Experience July 2002 - January 2003
Job Project Manager Asset Management Strategic Initiatives at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2004 - Present
Banc of America Capital Management September 2003 - April 2004
Bank of America February 2003 - August 2003
Wachovia Corp July 2002 - January 2003
BNY Mellon February 2000 - July 2002
Bridge Information Systems August 1997 - February 2000
Education
Wake Forest University 2003 — 2005
MBA
Lehigh University - College of Business and Economics 1993 — 1997
Bachelor of Science, Finance
TIAA-CREF April 2004 - Present
Banc of America Capital Management September 2003 - April 2004
Bank of America February 2003 - August 2003
Wachovia Corp July 2002 - January 2003
BNY Mellon February 2000 - July 2002
Bridge Information Systems August 1997 - February 2000
Education
Wake Forest University 2003 — 2005
MBA
Lehigh University - College of Business and Economics 1993 — 1997
Bachelor of Science, Finance
Joseph Simpson, MBA, PMP®'s WACHOVIA CORP. Experience December 2006 - May 2007
Job AVP, Project Manager at BB&T
Industry Information Technology and Services
Experience
BB&T August 2012 - Present
Fidelity Investments February 2012 - August 2012
RBC April 2011 - January 2012
Wells Fargo August 2010 - April 2011
BCBSNC September 2007 - June 2010
Wachovia Corp December 2006 - May 2007
Bank of America May 2006 - December 2006
Duke Energy May 2006 - September 2006
Comag Marketing Group April 2005 - February 2006
First Union / Wachovia Corp January 1995 - April 2005
Skills
Project Management and..., Extreme / Agile..., Experience in process..., ASP (Application..., SDLC, Project Finance, Business Analysis, Project Management, Risk Management, Agile Methodologies, Cross-functional Team..., Vendor Management, Process Improvement, SharePoint, Business Process, Change Management, Quality Assurance, Project Planning, Management, PMP, Leadership, Requirements Analysis, Visio, Program Management, Requirements Gathering, Software Project..., Business Process...
Education
Mississippi State University 2007 — 2010
Master’s Degree, Business Administration, 3.67
Wake Forest University - Babcock Graduate School of Management 2007 — 2007
Central Piedmont Community College 1999 — 2002
Associate’s Degree, Management Information Systems, General, 4.0
The University of Southern Mississippi 1988 — 1990
BSBA, Marketing
Pascagoula High School 1981 — 1984
Bachelor’s Degree, Business with Emphasis in Marketing, 3.4
BB&T August 2012 - Present
Fidelity Investments February 2012 - August 2012
RBC April 2011 - January 2012
Wells Fargo August 2010 - April 2011
BCBSNC September 2007 - June 2010
Wachovia Corp December 2006 - May 2007
Bank of America May 2006 - December 2006
Duke Energy May 2006 - September 2006
Comag Marketing Group April 2005 - February 2006
First Union / Wachovia Corp January 1995 - April 2005
Skills
Project Management and..., Extreme / Agile..., Experience in process..., ASP (Application..., SDLC, Project Finance, Business Analysis, Project Management, Risk Management, Agile Methodologies, Cross-functional Team..., Vendor Management, Process Improvement, SharePoint, Business Process, Change Management, Quality Assurance, Project Planning, Management, PMP, Leadership, Requirements Analysis, Visio, Program Management, Requirements Gathering, Software Project..., Business Process...
Education
Mississippi State University 2007 — 2010
Master’s Degree, Business Administration, 3.67
Wake Forest University - Babcock Graduate School of Management 2007 — 2007
Central Piedmont Community College 1999 — 2002
Associate’s Degree, Management Information Systems, General, 4.0
The University of Southern Mississippi 1988 — 1990
BSBA, Marketing
Pascagoula High School 1981 — 1984
Bachelor’s Degree, Business with Emphasis in Marketing, 3.4
Matt Lyon's WACHOVIA CORP. Experience July 2000 - March 2004
Job Sr. Technical Consultant at ACI Worldwide
Industry Information Technology and Services
Experience
ACI Worldwide November 2014 - Present
Appirio December 2013 - October 2014
InComm March 2012 - 2013
ScanTech IBS January 2012 - March 2012
S & K Ventures July 2009 - January 2012
TSYS I-Solutions March 2004 - July 2009
Wachovia Corp July 2000 - March 2004
Skills
Web Services, Hibernate, SDLC, JSP, Java Enterprise Edition, Spring, Agile Methodologies, XML, Eclipse, JBoss Application Server, SOA, Tomcat, SQL, Software Project..., Java, Ant, Leadership, Weblogic, Unix, Software Design, Software Development, SOAP, EJB, JMS, Web Applications, JSF, Linux, Struts, REST, Oracle, Scrum, Enterprise Architecture, Microsoft SQL Server, JPA, AJAX, Design Patterns, Maven, WebSphere Application..., Unix Shell Scripting, Apache, UML, Data Migration, AngularJs, Solr, Sales Force, Release Management, Technical Solution..., Technical Consultation, Spring Framework
Education
Western Michigan University 1998 — 2000
Indiana University Bloomington 1996 — 1998
ACI Worldwide November 2014 - Present
Appirio December 2013 - October 2014
InComm March 2012 - 2013
ScanTech IBS January 2012 - March 2012
S & K Ventures July 2009 - January 2012
TSYS I-Solutions March 2004 - July 2009
Wachovia Corp July 2000 - March 2004
Skills
Web Services, Hibernate, SDLC, JSP, Java Enterprise Edition, Spring, Agile Methodologies, XML, Eclipse, JBoss Application Server, SOA, Tomcat, SQL, Software Project..., Java, Ant, Leadership, Weblogic, Unix, Software Design, Software Development, SOAP, EJB, JMS, Web Applications, JSF, Linux, Struts, REST, Oracle, Scrum, Enterprise Architecture, Microsoft SQL Server, JPA, AJAX, Design Patterns, Maven, WebSphere Application..., Unix Shell Scripting, Apache, UML, Data Migration, AngularJs, Solr, Sales Force, Release Management, Technical Solution..., Technical Consultation, Spring Framework
Education
Western Michigan University 1998 — 2000
Indiana University Bloomington 1996 — 1998
Tania Andrade Outcalt's WACHOVIA CORP. Experience 2003 - 2007
Job Sr. Staffing Business Systems Manager at Robert Half International
Industry Information Technology and Services
Experience
Robert Half International November 2009 - Present
Robert Half International February 2007 - November 2009
Wachovia September 2007 - December 2007
Wachovia Corp. 2003 - 2007
Nummi January 2003 - June 2003
Providian (Wamu) 2000 - 2003
Providian Financial (Wamu) 1999 - 2000
Providian Financial (Wamu) 1997 - 1999
Skills
Recruiting, Payroll, Employee Benefits, Invoicing, PeopleSoft, Vendor Management, Process Improvement, HRIS, Business Analysis, SDLC, Visio, Business Objects, Business Process..., Business Process, Human Resources, Training
Education
California State University-Hayward - School of Business and Economics 1995 — 2000
BA, Computer Informational Systems
Robert Half International November 2009 - Present
Robert Half International February 2007 - November 2009
Wachovia September 2007 - December 2007
Wachovia Corp. 2003 - 2007
Nummi January 2003 - June 2003
Providian (Wamu) 2000 - 2003
Providian Financial (Wamu) 1999 - 2000
Providian Financial (Wamu) 1997 - 1999
Skills
Recruiting, Payroll, Employee Benefits, Invoicing, PeopleSoft, Vendor Management, Process Improvement, HRIS, Business Analysis, SDLC, Visio, Business Objects, Business Process..., Business Process, Human Resources, Training
Education
California State University-Hayward - School of Business and Economics 1995 — 2000
BA, Computer Informational Systems
Udit Mahensaria, CISA,'s WACHOVIA CORP. Experience July 2004 - July 2005
Job Team Lead at The Oakleaf Group
Industry Information Technology and Services
Experience
The Oakleaf Group August 2009 - Present
Pricewaterhouse Coopers December 2006 - August 2009
Deloitte & Touche August 2005 - December 2006
Wachovia Corp July 2004 - July 2005
Chase June 2003 - May 2004
Motorola January 2000 - June 2002
Skills
Analysis, Business Analysis, Business Process, SAS, SDLC, Project Management, Data Analysis, Testing, Strategy, Oracle, SQL, Agile Methodologies, Enterprise Software, Business Process...
Education
University of Delaware 2002 — 2004
MS, Operations Research
Illinois Institute of Technology 1997 — 2000
BS, Computer Science
Naparima College 1990 — 1997
Cambridge A-Levels
The Oakleaf Group August 2009 - Present
Pricewaterhouse Coopers December 2006 - August 2009
Deloitte & Touche August 2005 - December 2006
Wachovia Corp July 2004 - July 2005
Chase June 2003 - May 2004
Motorola January 2000 - June 2002
Skills
Analysis, Business Analysis, Business Process, SAS, SDLC, Project Management, Data Analysis, Testing, Strategy, Oracle, SQL, Agile Methodologies, Enterprise Software, Business Process...
Education
University of Delaware 2002 — 2004
MS, Operations Research
Illinois Institute of Technology 1997 — 2000
BS, Computer Science
Naparima College 1990 — 1997
Cambridge A-Levels
Phillip Wall's WACHOVIA CORP. Experience August 2001 - January 2006
Job Strategic Sourcing and Supply Mangement Advisory
Industry Management Consulting
Experience
Consulting and Advisory Services September 2014 - Present
Williams Lea (a DPDHL company) March 2013 - July 2014
IBM July 2012 - March 2013
Credit Suisse April 2010 - December 2011
Citigroup January 2006 - April 2010
Citigroup January 2006 - December 2008
Wachovia Corp August 2001 - January 2006
AT&T/Citigroup 1995 - 2001
American Express 1988 - 1994
Skills
Strategic Sourcing, Vendor Management, Business Process..., Business Process..., Organizational..., Contract Negotiation, Organizational Design, Expense Control, Talent Management, Talent Development, Procurement, Change Leadership, Change Management, Governance, Strategic Partnerships, Risk Mitigation, Spend Analysis, Supplier Evaluation, Supplier Selection, Category Management, Supplier Management, Supply Management, Risk Management, Global Sourcing, Expense Management, Strategy, Supply Chain Management, Management, Sourcing, Process Improvement, Purchasing, Outsourcing, Negotiation, Forecasting, Mergers & Acquisitions, RFP, Program Management, Supplier Negotiation, Supply Chain, Leadership, CRM, Cross-functional Team..., Acquisition Integration, Business Transformation, Operational Excellence, Banking, Offshoring, E-procurement, BPO, Risk Assessment
Education
University of Florida - Warrington College Of Business
MBA, Marketing and Finance (honors: beta gamma sigma)
SUNY Binghamton
BA, Economics, Political Science
Consulting and Advisory Services September 2014 - Present
Williams Lea (a DPDHL company) March 2013 - July 2014
IBM July 2012 - March 2013
Credit Suisse April 2010 - December 2011
Citigroup January 2006 - April 2010
Citigroup January 2006 - December 2008
Wachovia Corp August 2001 - January 2006
AT&T/Citigroup 1995 - 2001
American Express 1988 - 1994
Skills
Strategic Sourcing, Vendor Management, Business Process..., Business Process..., Organizational..., Contract Negotiation, Organizational Design, Expense Control, Talent Management, Talent Development, Procurement, Change Leadership, Change Management, Governance, Strategic Partnerships, Risk Mitigation, Spend Analysis, Supplier Evaluation, Supplier Selection, Category Management, Supplier Management, Supply Management, Risk Management, Global Sourcing, Expense Management, Strategy, Supply Chain Management, Management, Sourcing, Process Improvement, Purchasing, Outsourcing, Negotiation, Forecasting, Mergers & Acquisitions, RFP, Program Management, Supplier Negotiation, Supply Chain, Leadership, CRM, Cross-functional Team..., Acquisition Integration, Business Transformation, Operational Excellence, Banking, Offshoring, E-procurement, BPO, Risk Assessment
Education
University of Florida - Warrington College Of Business
MBA, Marketing and Finance (honors: beta gamma sigma)
SUNY Binghamton
BA, Economics, Political Science
Irina Gordon's WACHOVIA CORP. Experience
Job Project manager at Wachovia Corp
Industry Program Development
David Birdsong's WACHOVIA CORP. Experience November 2004 - December 2005
Job Technology Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2014 - Present
Regions Financial Corporation October 2011 - February 2014
Regions Financial Corp January 2006 - October 2011
Wachovia Corp November 2004 - December 2005
SouthTrust Corp October 1985 - November 2004
Skills
Project Management, Loans, Banking, Credit Cards, Program Management, Leadership, COBOL, Programming, Backup & Restore, Commercial Lending, Integration, Business Analysis, SDLC, Vendor Management
Education
Troy University Dothan 1983 — 1985
Bachelor of Science (B.S.), Computer and Information Systems
Wells Fargo March 2014 - Present
Regions Financial Corporation October 2011 - February 2014
Regions Financial Corp January 2006 - October 2011
Wachovia Corp November 2004 - December 2005
SouthTrust Corp October 1985 - November 2004
Skills
Project Management, Loans, Banking, Credit Cards, Program Management, Leadership, COBOL, Programming, Backup & Restore, Commercial Lending, Integration, Business Analysis, SDLC, Vendor Management
Education
Troy University Dothan 1983 — 1985
Bachelor of Science (B.S.), Computer and Information Systems
Amy Giannola, CIMA ®, CRPC ®'s WACHOVIA CORP. Experience December 2003 - September 2005
Job SVP, Head of WBS SalesWells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo's Wealth Management Group July 2010 - January 2014
Goldman Sachs Asset Management September 2005 - May 2010
Wachovia Corp December 2003 - September 2005
Wachovia Corp November 2000 - December 2003
Wachovia Corp January 1998 - January 2000
Skills
Wealth Management, Mutual Funds, Series 7, Financial Services, Separately Managed..., Series 63, Retirement Planning, Investments
Education
University of Alabama
Bachelor of Science, Business Management
Wells Fargo's Wealth Management Group July 2010 - January 2014
Goldman Sachs Asset Management September 2005 - May 2010
Wachovia Corp December 2003 - September 2005
Wachovia Corp November 2000 - December 2003
Wachovia Corp January 1998 - January 2000
Skills
Wealth Management, Mutual Funds, Series 7, Financial Services, Separately Managed..., Series 63, Retirement Planning, Investments
Education
University of Alabama
Bachelor of Science, Business Management
Gene AuBuchon's WACHOVIA CORP. Experience March 2005 - January 2009
Job Senior Manager at Grant Thornton
Industry Banking
Experience
Grant Thornton January 2009 - Present
Wachovia Corp March 2005 - January 2009
Deloitte & Touche 1997 - 2005
Brad Ragan, Inc. January 1995 - December 1997
Education
University of North Carolina at Charlotte - Belk College of Business 1998 — 2000
MACC, Taxation
University of South Carolina-Columbia 1992 — 1994
Florida State University 1990 — 1992
Accounting
Grant Thornton January 2009 - Present
Wachovia Corp March 2005 - January 2009
Deloitte & Touche 1997 - 2005
Brad Ragan, Inc. January 1995 - December 1997
Education
University of North Carolina at Charlotte - Belk College of Business 1998 — 2000
MACC, Taxation
University of South Carolina-Columbia 1992 — 1994
Florida State University 1990 — 1992
Accounting
Faraz Hamayoun's WACHOVIA CORP. Experience 2004 - 2007
Job Vice President Development Lead at SunTrust Bank
Industry Banking
Experience
SunTrust Bank December 2011 - Present
SunTrust Bank December 2009 - April 2012
Wachovia June 2008 - April 2011
People's Bank February 2008 - April 2008
National City Bank 2007 - 2008
Wachovia Corp 2004 - 2007
BBandT October 2005 - October 2006
ARGO 1999 - 2003
Skills
SDLC, Requirements Analysis, Requirements Gathering, Business Analysis, Visio, SharePoint, Data Warehousing, SOA, Vendor Management, Business Requirements, Business Intelligence, Enterprise Architecture, Software Documentation, Software Project..., Microsoft SQL Server
Education
New Mexico State University 1997 — 1999
SunTrust Bank December 2011 - Present
SunTrust Bank December 2009 - April 2012
Wachovia June 2008 - April 2011
People's Bank February 2008 - April 2008
National City Bank 2007 - 2008
Wachovia Corp 2004 - 2007
BBandT October 2005 - October 2006
ARGO 1999 - 2003
Skills
SDLC, Requirements Analysis, Requirements Gathering, Business Analysis, Visio, SharePoint, Data Warehousing, SOA, Vendor Management, Business Requirements, Business Intelligence, Enterprise Architecture, Software Documentation, Software Project..., Microsoft SQL Server
Education
New Mexico State University 1997 — 1999
Lisa Gore's WACHOVIA CORP. Experience June 1999 - June 2005
Job Senior Vice President, Senior Finance Manager Corporate Benefits and Incentives
Industry Banking
Experience
Bank of America October 2011 - Present
Bank of America June 2009 - October 2011
Bank of America April 2008 - June 2011
Bank of America June 2005 - April 2008
Wachovia Corp June 1999 - June 2005
T. Rowe Price June 1998 - June 1999
Education
University of North Carolina at Charlotte 2001 — 2003
Master of Business Administration (MBA)
Penn State University 1994 — 1998
Bachelor of Science (BS), Finance, General
Bank of America October 2011 - Present
Bank of America June 2009 - October 2011
Bank of America April 2008 - June 2011
Bank of America June 2005 - April 2008
Wachovia Corp June 1999 - June 2005
T. Rowe Price June 1998 - June 1999
Education
University of North Carolina at Charlotte 2001 — 2003
Master of Business Administration (MBA)
Penn State University 1994 — 1998
Bachelor of Science (BS), Finance, General
Al Simons's WACHOVIA CORP. Experience June 1990 - February 1995
Job Systems Analyst at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group February 2008 - Present
GMAC Insurance November 1996 - February 2008
Sara Lee Knit Products February 1995 - October 1996
Wachovia Corp June 1990 - February 1995
Skills
Mainframe, COBOL, SQL, SDLC, JCL, DB2, Serena Changeman, Systems Analysis, Release Management, Visio, Requirements Gathering, Requirements Analysis
Education
University of North Carolina at Greensboro 1987 — 1990
Information Systems and Operations Management
North Carolina State University 1983 — 1987
Engineering
Lincoln Financial Group February 2008 - Present
GMAC Insurance November 1996 - February 2008
Sara Lee Knit Products February 1995 - October 1996
Wachovia Corp June 1990 - February 1995
Skills
Mainframe, COBOL, SQL, SDLC, JCL, DB2, Serena Changeman, Systems Analysis, Release Management, Visio, Requirements Gathering, Requirements Analysis
Education
University of North Carolina at Greensboro 1987 — 1990
Information Systems and Operations Management
North Carolina State University 1983 — 1987
Engineering
Greg Pankey's WACHOVIA CORP. Experience 1997 - Present
Job IT Manager Wells Fargo
Industry Banking
Experience
Wells Fargo April 2009 - Present
Wachovia Corp 1997 - Present
Wachovia Bank 2001 - October 2008
Skills
SDLC, Business Requirements, Business Analysis, Vendor Management, IT Strategy, Visio, Project Portfolio..., PMP, SharePoint, PMO, Requirements Gathering, Enterprise Architecture, Requirements Analysis, IT Management, Disaster Recovery, Release Management, Systems Analysis, Software Documentation, Software Project..., User Acceptance Testing, Risk Management, Business Process..., Data Warehousing, Information Technology, Solution Architecture, SOA
Education
Howard University 1984 — 1989
Bachelor's degree, Systems Engineering
Wells Fargo April 2009 - Present
Wachovia Corp 1997 - Present
Wachovia Bank 2001 - October 2008
Skills
SDLC, Business Requirements, Business Analysis, Vendor Management, IT Strategy, Visio, Project Portfolio..., PMP, SharePoint, PMO, Requirements Gathering, Enterprise Architecture, Requirements Analysis, IT Management, Disaster Recovery, Release Management, Systems Analysis, Software Documentation, Software Project..., User Acceptance Testing, Risk Management, Business Process..., Data Warehousing, Information Technology, Solution Architecture, SOA
Education
Howard University 1984 — 1989
Bachelor's degree, Systems Engineering
Hari Raghavan's WACHOVIA CORP. Experience 1998 - 2002
Job Director at Credit Suisse Securities (USA)
Industry Investment Banking
Experience
Credit Suisse Securities (USA) May 2007 - Present
HSH Nordbank September 2003 - April 2007
Wachovia Corp 1998 - 2002
Sabre 1997 - 1998
Education
Duke University - The Fuqua School of Business 1995 — 1997
LBS Nautical College, Bombay 1993 — 1993
Master Mariner
St Josephs BHS, Bangalore 1974 — 1981
Credit Suisse Securities (USA) May 2007 - Present
HSH Nordbank September 2003 - April 2007
Wachovia Corp 1998 - 2002
Sabre 1997 - 1998
Education
Duke University - The Fuqua School of Business 1995 — 1997
LBS Nautical College, Bombay 1993 — 1993
Master Mariner
St Josephs BHS, Bangalore 1974 — 1981
Neal Doherty's WACHOVIA CORP. Experience April 2006 - January 2008
Job Attorney/Compliance Professional
Industry Financial Services
Experience
Walz Group March 2011 - Present
Attorney September 2010 - February 2011
Corporate Executive Board June 2008 - August 2010
Wachovia Corp. April 2006 - January 2008
Proxy Governance November 2004 - March 2006
FINRA September 2002 - November 2004
CCH/Washington Service Bureau November 1994 - July 1999
Skills
Securities, Strategic Planning, Risk Management, Due Diligence, Public Relations, Business Development
Education
George Mason University School of Law 1999 — 2002
JD
Colgate University 1988 — 1992
BA, Political Science
Barrington High School
Walz Group March 2011 - Present
Attorney September 2010 - February 2011
Corporate Executive Board June 2008 - August 2010
Wachovia Corp. April 2006 - January 2008
Proxy Governance November 2004 - March 2006
FINRA September 2002 - November 2004
CCH/Washington Service Bureau November 1994 - July 1999
Skills
Securities, Strategic Planning, Risk Management, Due Diligence, Public Relations, Business Development
Education
George Mason University School of Law 1999 — 2002
JD
Colgate University 1988 — 1992
BA, Political Science
Barrington High School
Carrie Astroth (Hill)'s WACHOVIA CORP. Experience June 2008 - November 2008
Job PMO Coordinator for Belk
Industry Information Technology and Services
Experience
Randstad Technologies US May 2015 - Present
Financial Services / Online Services Industries March 2013 - May 2015
Bank of America April 2011 - November 2012
Ally Financial Inc. November 2008 - March 2011
Wachovia Corp June 2008 - November 2008
Bank of America June 2005 - June 2008
Bank of America September 2004 - June 2005
Bank of America April 2002 - September 2004
Pro Performance Marketing October 2001 - April 2002
Skills
Vendor Management, Six Sigma, Governance, Business Process..., Executive Reporting, Strategic Planning, Business Operations, Process Design, Employee Training, Process Improvement, PMO, Change Management, E-commerce, Business Process..., Project Portfolio..., Financial Services, Banking, Project Management, Customer Experience
Education
Appalachian State University 1996 — 2000
Bachelor of Science (B.S.), Industrial Technology
Oxford University 1997 — 1997
Certification, English Literature
Randstad Technologies US May 2015 - Present
Financial Services / Online Services Industries March 2013 - May 2015
Bank of America April 2011 - November 2012
Ally Financial Inc. November 2008 - March 2011
Wachovia Corp June 2008 - November 2008
Bank of America June 2005 - June 2008
Bank of America September 2004 - June 2005
Bank of America April 2002 - September 2004
Pro Performance Marketing October 2001 - April 2002
Skills
Vendor Management, Six Sigma, Governance, Business Process..., Executive Reporting, Strategic Planning, Business Operations, Process Design, Employee Training, Process Improvement, PMO, Change Management, E-commerce, Business Process..., Project Portfolio..., Financial Services, Banking, Project Management, Customer Experience
Education
Appalachian State University 1996 — 2000
Bachelor of Science (B.S.), Industrial Technology
Oxford University 1997 — 1997
Certification, English Literature
Jose Rivera Alers's WACHOVIA CORP. Experience May 2007 - Present
Job Vice President at Wachovia Corp.
Industry Financial Services
Experience
Wachovia Corp. May 2007 - Present
Montefiore Medical Center April 2005 - May 2007
Fleet Bank February 2003 - May 2004
JPMorgan Chase January 2000 - June 2001
Education
Columbia University - Columbia Business School 1997 — 1999
Columbia University in the City of New York 1983 — 1988
BA, Economics
Wachovia Corp. May 2007 - Present
Montefiore Medical Center April 2005 - May 2007
Fleet Bank February 2003 - May 2004
JPMorgan Chase January 2000 - June 2001
Education
Columbia University - Columbia Business School 1997 — 1999
Columbia University in the City of New York 1983 — 1988
BA, Economics
Sandra Wise's WACHOVIA CORP. Experience June 1984 - September 2008
Job Sr. Business Systems Analyst
Industry Financial Services
Experience
Wachovia Corp June 1984 - September 2008
FIRST UNION NATIONAL BANK - Charlotte, NC 1998 - 2003
Education
University of North Carolina at Charlotte
Wachovia Corp June 1984 - September 2008
FIRST UNION NATIONAL BANK - Charlotte, NC 1998 - 2003
Education
University of North Carolina at Charlotte
Phoebe Wood's WACHOVIA CORP. Experience August 1998 - October 2000
Job Information Services Professional
Industry Information Services
Experience
GMAC 2007 - 2008
LabCorp 2000 - 2006
Wachovia Corp August 1998 - October 2000
Duke University Medical Center 1988 - 1998
BCBSNC 1975 - 1981
Skills
Access, Software Documentation, Systems Analysis, Visio, JCL, Microsoft SQL Server, Analysis, Business Analysis, Requirements Analysis, Disaster Recovery, Data Warehousing, Mainframe, Requirements Gathering, Databases, SharePoint, SQL, SDLC, DB2, COBOL
Education
North Carolina Wesleyan College
Bachelor of Science, Business Administration
Durham Technical Community College
GMAC 2007 - 2008
LabCorp 2000 - 2006
Wachovia Corp August 1998 - October 2000
Duke University Medical Center 1988 - 1998
BCBSNC 1975 - 1981
Skills
Access, Software Documentation, Systems Analysis, Visio, JCL, Microsoft SQL Server, Analysis, Business Analysis, Requirements Analysis, Disaster Recovery, Data Warehousing, Mainframe, Requirements Gathering, Databases, SharePoint, SQL, SDLC, DB2, COBOL
Education
North Carolina Wesleyan College
Bachelor of Science, Business Administration
Durham Technical Community College
Sheila Page-Cooper's WACHOVIA CORP. Experience 2000 - 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Robert (Bob) Macheski's WACHOVIA CORP. Experience 2007 - Present
Job IT Specialist at Tek Systems
Industry Staffing and Recruiting
Experience
Tek Systems IT Consultant - Connect Direct ProjectWachovia Bank2007 - Present
Wachovia Corp 2007 - Present
IBM 2001 - 2005
AstraZeneca 1984 - 2001
Education
Spring Garden College 1969 — 1971
Tek Systems IT Consultant - Connect Direct ProjectWachovia Bank2007 - Present
Wachovia Corp 2007 - Present
IBM 2001 - 2005
AstraZeneca 1984 - 2001
Education
Spring Garden College 1969 — 1971
Annshul Jain, MBA, PMP's WACHOVIA CORP. Experience May 2008 - May 2009
Job Advisory Manager at KPMG
Industry Management Consulting
Experience
KPMG July 2015 - Present
KPMG July 2013 - July 2015
KPMG September 2011 - July 2013
Virginia Tech Business Technology Center (BTC) August 2010 - May 2011
Virginia Tech August 2009 - May 2011
Infosys Technologies Ltd October 2005 - June 2009
Wachovia Corp May 2008 - May 2009
Skills
Data Analysis, Project Management, Risk Management, Project Planning, Integration, CRM, SDLC, Business Analysis, Business Intelligence, Market Research, Requirements Analysis, SQL, Analysis, Quality Assurance, SAP, Team Management
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2009 — 2011
MBA, Finance
Nagpur University 2000 — 2004
BE, Electronics Engineering
Christ The King College 1988 — 2000
Junior College, Science
KPMG July 2015 - Present
KPMG July 2013 - July 2015
KPMG September 2011 - July 2013
Virginia Tech Business Technology Center (BTC) August 2010 - May 2011
Virginia Tech August 2009 - May 2011
Infosys Technologies Ltd October 2005 - June 2009
Wachovia Corp May 2008 - May 2009
Skills
Data Analysis, Project Management, Risk Management, Project Planning, Integration, CRM, SDLC, Business Analysis, Business Intelligence, Market Research, Requirements Analysis, SQL, Analysis, Quality Assurance, SAP, Team Management
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2009 — 2011
MBA, Finance
Nagpur University 2000 — 2004
BE, Electronics Engineering
Christ The King College 1988 — 2000
Junior College, Science
Dawn Reitz's WACHOVIA CORP. Experience May 2007 - November 2008
Job SVP Product Strategy, The Athene Group
Industry Information Technology and Services
Experience
The Athene Group 2015 - Present
Reitz Management Partners, LLC March 2011 - February 2015
NouvEON July 2009 - March 2011
Wells Fargo Advisors June 2008 - June 2009
Wachovia Corp May 2007 - November 2008
Wachovia Securities, LLC 1994 - April 2007
Skills
Financial Services, Banking, Risk Management, Strategic Planning, Leadership, Leadership Development
Education
Clemson University 1991 — 1993
B.S. Mathematics, Statistics
The Athene Group 2015 - Present
Reitz Management Partners, LLC March 2011 - February 2015
NouvEON July 2009 - March 2011
Wells Fargo Advisors June 2008 - June 2009
Wachovia Corp May 2007 - November 2008
Wachovia Securities, LLC 1994 - April 2007
Skills
Financial Services, Banking, Risk Management, Strategic Planning, Leadership, Leadership Development
Education
Clemson University 1991 — 1993
B.S. Mathematics, Statistics
Carolyn Kromer's WACHOVIA CORP. Experience 2000 - Present
Job Sr Business Manager at Wachovia Corp
Industry Financial Services
Experience
Wells Fargo 2008 - Present
Wachovia Corp 2000 - Present
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA
Wells Fargo 2008 - Present
Wachovia Corp 2000 - Present
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA
Maria Sitarski's WACHOVIA CORP. Experience January 1996 - Present
Job Legal Administrator at Wachovia Corp.
Industry Financial Services
Experience
Wachovia Corp. January 1996 - Present
First Fidelity Bank 1990 - 1996
Fidelity Bank 1980 - 1990
Education
Camden County College 1991 — 1995
Business and Technology
Wachovia Corp. January 1996 - Present
First Fidelity Bank 1990 - 1996
Fidelity Bank 1980 - 1990
Education
Camden County College 1991 — 1995
Business and Technology
AJA GREGORY's WACHOVIA CORP. Experience April 2004 - August 2008
Job FUTURE Student at LAW SCHOLL, FALL , 2009
Industry Law Practice
Experience
WACHOVIA CORP. April 2004 - August 2008
Education
University of South Florida 2008 — 2009
WACHOVIA CORP. April 2004 - August 2008
Education
University of South Florida 2008 — 2009
EDWARD NAVAS's WACHOVIA CORP. Experience December 2004 - Present
Job Wire Transfer Sp.
Industry Banking
Experience
Wachovia Corp. December 2004 - Present
Education
Fayetteville State University
MBA
Wachovia Corp. December 2004 - Present
Education
Fayetteville State University
MBA
Donovan Bowen, PMP's WACHOVIA CORP. Experience April 2005 - September 2010
Job Process Design Consultant II at Bank of America
Industry Banking
Experience
Bank of America September 2010 - Present
Wells Fargo Bank 2009 - September 2010
Wachovia Corp April 2005 - September 2010
Republic Mortgage Insurance Company December 1996 - April 2005
RMIC 1996 - 2004
Aetna May 1987 - May 1995
Skills
Six Sigma, Continuous Improvement, Lean Manufacturing, Business Management, Process Improvement, PMP, Project Planning, Business Process, Team Building, Requirements Analysis, Vendor Management, CRM, Management, Program Management, Analysis, Business Analysis, Business Process..., Risk Management, Cross-functional Team..., Strategy, Leadership, Banking
Education
Shaw University 1996 — 1998
BS, Business Management
Bank of America September 2010 - Present
Wells Fargo Bank 2009 - September 2010
Wachovia Corp April 2005 - September 2010
Republic Mortgage Insurance Company December 1996 - April 2005
RMIC 1996 - 2004
Aetna May 1987 - May 1995
Skills
Six Sigma, Continuous Improvement, Lean Manufacturing, Business Management, Process Improvement, PMP, Project Planning, Business Process, Team Building, Requirements Analysis, Vendor Management, CRM, Management, Program Management, Analysis, Business Analysis, Business Process..., Risk Management, Cross-functional Team..., Strategy, Leadership, Banking
Education
Shaw University 1996 — 1998
BS, Business Management
Brad Lester's WACHOVIA CORP. Experience Consulting ManagerAccentureMarch 2000 - February 2007
Job Project Manager at Wachovia Corp
Industry Financial Services
Experience
Wachovia Corp Consulting ManagerAccentureMarch 2000 - February 2007
Gateway FS Incorporated January 1998 - March 2000
Education
Southern Illinois University, Carbondale
Bachelor of Science, Agribusiness Economics
Wachovia Corp Consulting ManagerAccentureMarch 2000 - February 2007
Gateway FS Incorporated January 1998 - March 2000
Education
Southern Illinois University, Carbondale
Bachelor of Science, Agribusiness Economics
Brian Nicholas's WACHOVIA CORP. Experience 2005 - 2008
Job Asset Resolution Group Manager at BB&T
Industry Banking
Experience
EVP / BB&T October 2012 - Present
BB&T October 2009 - October 2012
Colonial Bank October 2008 - September 2009
Wachovia, A Wells Fargo Company August 2007 - September 2008
Wachovia Corp. 2005 - 2008
Barnett Bank 1991 - 1997
Education
University of Florida - Warrington College of Business Administration 1987 — 1988
MBA, Finance
Florida State University 1978 — 1979
BS, Criminology
EVP / BB&T October 2012 - Present
BB&T October 2009 - October 2012
Colonial Bank October 2008 - September 2009
Wachovia, A Wells Fargo Company August 2007 - September 2008
Wachovia Corp. 2005 - 2008
Barnett Bank 1991 - 1997
Education
University of Florida - Warrington College of Business Administration 1987 — 1988
MBA, Finance
Florida State University 1978 — 1979
BS, Criminology
Jim Gehling's WACHOVIA CORP. Experience October 1997 - December 1998
Job Owner, G7, Inc.
Industry Environmental Services
Experience
G7, Inc January 2004 - Present
InfiStar Corporation January 1999 - December 2003
Wachovia Corp. October 1997 - December 1998
First of America April 1997 - September 1997
Wachovia Corporation January 1996 - April 1997
The Provident Group January 1992 - January 1996
NCNB Corp 1981 - 1992
Skills
Direct Marketing, Market Planning, Direct Mail, Marketing Communications, Budgeting
Education
Duke University - The Fuqua School of Business 1979 — 1981
MBA, Marketing
Bethany College 1977 — 1978
BA, History
G7, Inc January 2004 - Present
InfiStar Corporation January 1999 - December 2003
Wachovia Corp. October 1997 - December 1998
First of America April 1997 - September 1997
Wachovia Corporation January 1996 - April 1997
The Provident Group January 1992 - January 1996
NCNB Corp 1981 - 1992
Skills
Direct Marketing, Market Planning, Direct Mail, Marketing Communications, Budgeting
Education
Duke University - The Fuqua School of Business 1979 — 1981
MBA, Marketing
Bethany College 1977 — 1978
BA, History
Corrie Lynn Burks, MBA's WACHOVIA CORP. Experience January 2008 - May 2010
Job Assistant Vice President at Comerica Bank
Industry Banking
Experience
Comerica Bank May 2010 - Present
Comerica Bank August 2013 - Present
Wachovia Corp January 2008 - May 2010
Washington Mutual February 2004 - December 2007
Skills
Banking, Loans, Finance, Business Development, Retail Banking, Management, Coaching, Strategy, Sales, New Business Development, Human Resources, Trusts, Investments, Compliance, Mentoring, Resilient, Estates, Philanthropy, Not for Profit
Education
Keller Graduate School of Management 2007 — 2010
MBA, Certificate in Human Resource Management
California State University-Northridge 2002 — 2007
Bachelor of Arts, English
Comerica Bank May 2010 - Present
Comerica Bank August 2013 - Present
Wachovia Corp January 2008 - May 2010
Washington Mutual February 2004 - December 2007
Skills
Banking, Loans, Finance, Business Development, Retail Banking, Management, Coaching, Strategy, Sales, New Business Development, Human Resources, Trusts, Investments, Compliance, Mentoring, Resilient, Estates, Philanthropy, Not for Profit
Education
Keller Graduate School of Management 2007 — 2010
MBA, Certificate in Human Resource Management
California State University-Northridge 2002 — 2007
Bachelor of Arts, English
Shawn Rowe's WACHOVIA CORP. Experience July 2003 - December 2004
Job Supervisor at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing March 2010 - March 2012
PNC Global Investment Servicing January 2005 - December 2008
Wachovia Corp July 2003 - December 2004
PFPC Inc December 1997 - June 2003
Scudder Investments 1989 - 1996
Education
State University of New York College at Oswego 1983 — 1985
BA, Sociology
Herkimer County Comm College 1981 — 1983
AAS, Business Administration
BNY Mellon Asset Servicing March 2010 - March 2012
PNC Global Investment Servicing January 2005 - December 2008
Wachovia Corp July 2003 - December 2004
PFPC Inc December 1997 - June 2003
Scudder Investments 1989 - 1996
Education
State University of New York College at Oswego 1983 — 1985
BA, Sociology
Herkimer County Comm College 1981 — 1983
AAS, Business Administration
Penny Peters's WACHOVIA CORP. Experience September 1995 - October 2008
Job CPA with extensive experience in analysis, internal controls, process improvement, technical writing, and outsourcing
Industry Accounting
Experience
tiaa-cref 2009 - Present
Wachovia Corp September 1995 - October 2008
Skills
Financial Services, Banking, Business Analysis, Business Process..., Finance, Process Improvement, Risk Management, SDLC
Education
University of North Carolina at Charlotte - Belk College of Business
Bachelor's Degree, Accounting
University of North Carolina at Charlotte - Belk College of Business
Bachelor's Degree, Business Administration, HR Management
tiaa-cref 2009 - Present
Wachovia Corp September 1995 - October 2008
Skills
Financial Services, Banking, Business Analysis, Business Process..., Finance, Process Improvement, Risk Management, SDLC
Education
University of North Carolina at Charlotte - Belk College of Business
Bachelor's Degree, Accounting
University of North Carolina at Charlotte - Belk College of Business
Bachelor's Degree, Business Administration, HR Management
thomas fasanella's WACHOVIA CORP. Experience Regional Investment ManagerWachovia, A Wells Fargo Company1990 - Present
Job Senior Vice President at Wachovia Corp
Industry Financial Services
Experience
Wachovia Corp Regional Investment ManagerWachovia, A Wells Fargo Company1990 - Present
Wells Fargo Bank 1990 - 2009
Skills
Asset Allocation, Wealth Management, Portfolio Management, Banking, Investments
Education
St. Francis College 1961 — 1965
B.A., languages
Wachovia Corp Regional Investment ManagerWachovia, A Wells Fargo Company1990 - Present
Wells Fargo Bank 1990 - 2009
Skills
Asset Allocation, Wealth Management, Portfolio Management, Banking, Investments
Education
St. Francis College 1961 — 1965
B.A., languages
Rick Dieterle, CFA's WACHOVIA CORP. Experience 2003 - 2005
Job Compliance Officer at Hutchin Hill Capital
Industry Investment Management
Experience
Hutchin Hill Capital 2015 - Present
Highbridge Capital Management / JPMorgan 2010 - 2015
E*TRADE Financial 2007 - 2010
Wachovia Corp. 2003 - 2005
Investment Capital, LLC/Lynx Capital, LLC 2001 - 2003
Education
Tulane University - A.B. Freeman School of Business
BS, Business
Hutchin Hill Capital 2015 - Present
Highbridge Capital Management / JPMorgan 2010 - 2015
E*TRADE Financial 2007 - 2010
Wachovia Corp. 2003 - 2005
Investment Capital, LLC/Lynx Capital, LLC 2001 - 2003
Education
Tulane University - A.B. Freeman School of Business
BS, Business
Melissa Meacham's WACHOVIA CORP. Experience 2005 - 2009
Job Director of Business Strategy & Planning | 15 Years of Driving Growth, Profitability & Innovation
Industry Financial Services
Experience
F&M BANK CORP April 2009 - Present
WACHOVIA CORP. 2005 - 2009
WACHOVIA CORP. 2001 - 2005
Skills
Advertising, Marketing Strategy, Public Relations, Marketing, Banking, Marketing Communications, Leadership, Strategic Planning, Management, Social Media Marketing, Credit
Education
Appalachian State University 1997 — 2001
Bachelor of Science in Business Administration, Finance and Banking, 3.6 GPA
F&M BANK CORP April 2009 - Present
WACHOVIA CORP. 2005 - 2009
WACHOVIA CORP. 2001 - 2005
Skills
Advertising, Marketing Strategy, Public Relations, Marketing, Banking, Marketing Communications, Leadership, Strategic Planning, Management, Social Media Marketing, Credit
Education
Appalachian State University 1997 — 2001
Bachelor of Science in Business Administration, Finance and Banking, 3.6 GPA
Diane Brill's WACHOVIA CORP. Experience 1991 - 2007
Job Project Manager/Business Systems Consultant at Wells Fargo Corporation
Industry Information Technology and Services
Experience
Wells Fargo Corporation October 2014 - Present
Wells Fargo September 2012 - March 2014
MetLife August 2011 - October 2012
Advantage Technical Resourcing, Wells Fargo Corporation December 2009 - September 2010
TAC Worldwide Companies April 2008 - August 2008
Wachovia Corporation January 2005 - June 2007
Wachovia Corp 1991 - 2007
Wachovia Corp February 2001 - January 2005
Wachovia Corp February 2000 - February 2001
Wachovia Corp November 1996 - February 2000
Skills
Business Analysis, Project Management, MS Project, PMO, Program Management, Risk Management, SharePoint, Process Improvement, IT Strategy, Business Process..., Management, ITIL, Leadership
Education
Barton College 1987 — 1991
BS, Business Admin/Computer Information Systems
Barton College 1987 — 1991
B.S. Degree; concentrating, Business Administration; Computer Information Systems
Wells Fargo Corporation October 2014 - Present
Wells Fargo September 2012 - March 2014
MetLife August 2011 - October 2012
Advantage Technical Resourcing, Wells Fargo Corporation December 2009 - September 2010
TAC Worldwide Companies April 2008 - August 2008
Wachovia Corporation January 2005 - June 2007
Wachovia Corp 1991 - 2007
Wachovia Corp February 2001 - January 2005
Wachovia Corp February 2000 - February 2001
Wachovia Corp November 1996 - February 2000
Skills
Business Analysis, Project Management, MS Project, PMO, Program Management, Risk Management, SharePoint, Process Improvement, IT Strategy, Business Process..., Management, ITIL, Leadership
Education
Barton College 1987 — 1991
BS, Business Admin/Computer Information Systems
Barton College 1987 — 1991
B.S. Degree; concentrating, Business Administration; Computer Information Systems
James Murphy Jr.'s WACHOVIA CORP. Experience February 2001 - February 2010
Job ISS IT Helpdesk Technician at CocaCola Bottling Co. Consolidated
Industry Computer Hardware
Experience
Coca-Cola Bottling Co. Consolidated May 2014 - Present
Shutterfly November 2012 - June 2014
Wachovia Corp February 2001 - February 2010
First Union June 1999 - October 2000
Skills
Windows, Customer Service, Microsoft Office, Outlook, Microsoft Excel, HTML, Troubleshooting, Microsoft Word, PowerPoint, Backup Utilities, Network utilities, Application software, MS Virtual PC, Network Basics, Data compression, Hardware & Software..., Ghosting, Image Manipulation, Break-Fix..., Root Cause Analysis, Sales, Team Building, Project Management, Business Analysis, Training, Software Installation, Leadership, Vendor Management, Active Directory, Software Documentation, Strategic Planning, Virtual PC, SDLC, Windows 7, System Deployment, System Administration, Banking, Process Improvement, Data Entry, Data Compression, Networking, Technical Support, PeopleSoft, Full SDLC, Management, Operating Systems, Servers, Information Technology, A+ Certified, Customer Satisfaction
Education
TechSkills-Charlotte 2010 — 2012
Information Technology, 3.98
DeVry 2007 — 2009
Computer Information Systems
University of Phoenix 2004 — 2006
Information Technology
West Charlotte High School 1993 — 1996
Diploma
Coca-Cola Bottling Co. Consolidated May 2014 - Present
Shutterfly November 2012 - June 2014
Wachovia Corp February 2001 - February 2010
First Union June 1999 - October 2000
Skills
Windows, Customer Service, Microsoft Office, Outlook, Microsoft Excel, HTML, Troubleshooting, Microsoft Word, PowerPoint, Backup Utilities, Network utilities, Application software, MS Virtual PC, Network Basics, Data compression, Hardware & Software..., Ghosting, Image Manipulation, Break-Fix..., Root Cause Analysis, Sales, Team Building, Project Management, Business Analysis, Training, Software Installation, Leadership, Vendor Management, Active Directory, Software Documentation, Strategic Planning, Virtual PC, SDLC, Windows 7, System Deployment, System Administration, Banking, Process Improvement, Data Entry, Data Compression, Networking, Technical Support, PeopleSoft, Full SDLC, Management, Operating Systems, Servers, Information Technology, A+ Certified, Customer Satisfaction
Education
TechSkills-Charlotte 2010 — 2012
Information Technology, 3.98
DeVry 2007 — 2009
Computer Information Systems
University of Phoenix 2004 — 2006
Information Technology
West Charlotte High School 1993 — 1996
Diploma
janie prevette's WACHOVIA CORP. Experience 2003 - 2009
Job Experienced Financial Analyst & Vendor Risk Management Consultant
Industry Financial Services
Experience
Spend analysis, reconciliations, Accounts Payable, Fixed Assets, data mining, vendor management, qua September 2010 - Present
Wells Fargo 2009 - 2010
Wachovia Corp 2003 - 2009
Wachovia Corp 1999 - 2003
Wachovia Corp 1991 - 1999
Piedmont Airlines 1979 - 1990
Skills
Operational Risk..., Accounts Payable, Account Reconciliation, Fixed Assets, Spend Analysis
Education
University of North Carolina at Charlotte 1974 — 1978
BS, Accounting
Spend analysis, reconciliations, Accounts Payable, Fixed Assets, data mining, vendor management, qua September 2010 - Present
Wells Fargo 2009 - 2010
Wachovia Corp 2003 - 2009
Wachovia Corp 1999 - 2003
Wachovia Corp 1991 - 1999
Piedmont Airlines 1979 - 1990
Skills
Operational Risk..., Accounts Payable, Account Reconciliation, Fixed Assets, Spend Analysis
Education
University of North Carolina at Charlotte 1974 — 1978
BS, Accounting
Marie Zawisza's WACHOVIA CORP. Experience February 2009 - November 2009
Job Financial Associate/Executive Assistant
Industry Financial Services
Experience
Wachovia Corp February 2009 - November 2009
Wachovia Corp 1991 - 2009
First Union 1997 - 2001
CoreStates Investment Advisers 1993 - 1998
Education
Community College of Philadelphia 1989 — 1991
Associates, Office Administration
Wachovia Corp February 2009 - November 2009
Wachovia Corp 1991 - 2009
First Union 1997 - 2001
CoreStates Investment Advisers 1993 - 1998
Education
Community College of Philadelphia 1989 — 1991
Associates, Office Administration
Andrew Currie's WACHOVIA CORP. Experience June 1995 - September 2002
Job SVP Warehouse Lending at City National Bank
Industry Banking
Experience
City National Bank December 2012 - Present
Ally Bank January 2011 - December 2012
WSFS Bank January 2010 - January 2011
JPMorgan Chase March 2008 - January 2010
Washingto Mutual September 2002 - December 2009
Wachovia Corp June 1995 - September 2002
KPMG US June 1989 - June 1992
Skills
Loans, Credit Analysis, Commercial Banking, Commercial Lending, Banking, Consumer Lending, Portfolio Management, Retail Banking, Underwriting, Small Business Lending, Financial Risk, Credit Risk, Warehouse Lending, Mortgage Lending, Mortgage Banking
Education
Drexel University
Bachelor of Science (B.S.), Accounting and Finance
City National Bank December 2012 - Present
Ally Bank January 2011 - December 2012
WSFS Bank January 2010 - January 2011
JPMorgan Chase March 2008 - January 2010
Washingto Mutual September 2002 - December 2009
Wachovia Corp June 1995 - September 2002
KPMG US June 1989 - June 1992
Skills
Loans, Credit Analysis, Commercial Banking, Commercial Lending, Banking, Consumer Lending, Portfolio Management, Retail Banking, Underwriting, Small Business Lending, Financial Risk, Credit Risk, Warehouse Lending, Mortgage Lending, Mortgage Banking
Education
Drexel University
Bachelor of Science (B.S.), Accounting and Finance
Brian Degner's WACHOVIA CORP. Experience August 2003 - August 2004
Job Programmer
Industry Computer Software
Experience
Owner T-Boss.com June 2009 - Present
T-Boss January 2009 - Present
Atone Software January 2005 - January 2009
Wachovia Corp August 2003 - August 2004
MCI-WorldCom January 2000 - January 2003
Skills
Microsoft SQL Server, C++, Agile Methodologies, Oracle, Visual Studio, Linux, JSP, WebLogic, EJB, Tomcat, XML, JavaScript, Spring Framework, Software Development, Ant, MySQL, Hibernate, Java Enterprise Edition, Java, SOAP, Eclipse, Databases, UML, JDBC, CSS, AJAX, Unix, JUnit, SDLC, OOP, jQuery, JBoss Application Server, Maven, Integration, Database Design, Object Oriented Design, JSON, Web Development, Struts, REST, XSLT, .NET, WebSphere, C#, MVC
Education
CSU Chico 1995 — 2001
MIS, Computer Engineering
HP Educational Services 1999 — 2000
Master of Computer Applications (M.C.A.), Electrical and Electronics Engineering
Sun Educational Services
Bachelor of Engineering (B.E.), Engineering
AS - CIE Sierra College 1993 — 1996
Bachelor of Engineering (B.E.), MIS
ITT Technical Institute-San Diego
Master of Engineering (M.Eng.), Biomedical/Medical Engineering
Owner T-Boss.com June 2009 - Present
T-Boss January 2009 - Present
Atone Software January 2005 - January 2009
Wachovia Corp August 2003 - August 2004
MCI-WorldCom January 2000 - January 2003
Skills
Microsoft SQL Server, C++, Agile Methodologies, Oracle, Visual Studio, Linux, JSP, WebLogic, EJB, Tomcat, XML, JavaScript, Spring Framework, Software Development, Ant, MySQL, Hibernate, Java Enterprise Edition, Java, SOAP, Eclipse, Databases, UML, JDBC, CSS, AJAX, Unix, JUnit, SDLC, OOP, jQuery, JBoss Application Server, Maven, Integration, Database Design, Object Oriented Design, JSON, Web Development, Struts, REST, XSLT, .NET, WebSphere, C#, MVC
Education
CSU Chico 1995 — 2001
MIS, Computer Engineering
HP Educational Services 1999 — 2000
Master of Computer Applications (M.C.A.), Electrical and Electronics Engineering
Sun Educational Services
Bachelor of Engineering (B.E.), Engineering
AS - CIE Sierra College 1993 — 1996
Bachelor of Engineering (B.E.), MIS
ITT Technical Institute-San Diego
Master of Engineering (M.Eng.), Biomedical/Medical Engineering
Anthony Noe's WACHOVIA CORP. Experience February 1995 - April 2010
Job IMS Database Consultant at CAI/Hihgmark Pa
Industry Banking
Experience
CAI/Hihgmark Pa August 2014 - Present
Bank of America August 2011 - February 2014
Wellpoint Health Services February 2011 - August 2011
Wachovia Corp February 1995 - April 2010
Skills
Team Leader, Cost..., Business Analysis, PMP, Project Management, Leadership, DB2, Data Warehousing, Oracle, ETL, Databases, Microsoft SQL Server, SQL, Data Modeling, PL/SQL, SDLC, Disaster Recovery
Education
Central Piedmont Community College 2012 — 2014
Information Technology
Central Piedmont Community College 1995 — 2010
Information Technology
CAI/Hihgmark Pa August 2014 - Present
Bank of America August 2011 - February 2014
Wellpoint Health Services February 2011 - August 2011
Wachovia Corp February 1995 - April 2010
Skills
Team Leader, Cost..., Business Analysis, PMP, Project Management, Leadership, DB2, Data Warehousing, Oracle, ETL, Databases, Microsoft SQL Server, SQL, Data Modeling, PL/SQL, SDLC, Disaster Recovery
Education
Central Piedmont Community College 2012 — 2014
Information Technology
Central Piedmont Community College 1995 — 2010
Information Technology
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.