Wachovia (First Union)

Industry: Financial services company

Description

Wachovia 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 Parent organization: Wells Fargo Subsidiaries: Wells Fargo Advisors, Wachovia Service Corp,

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Wachovia (First Union) Employees

Employee
Years
Job
Industry
Tracey Gillespie Tracey Gillespie Charlotte, North Carolina Details
Tracey Gillespie's Wachovia (First Union) Experience 1990 - 2004
Job President, Matrix Value Advisors
Industry Management Consulting
Experience
Farr Associates (subsidiary of BB&T)   February 2008 - August 2013
Value Advisors   2005 - 2008
Wachovia (First Union)   1990 - 2004

Skills
Strategic Planning, Banking, Corporate Finance, Start-ups, Capital Markets, New Business Development, Driving Revenue, Product Innovation, Business Growth..., Organizational..., Leadership, Organizational..., Business Coaching, Executive Coaching, Leadership Development, Team Leadership, Executive Development, Management Consulting, Coaching, Talent Management, Organizational..., Management, Business Strategy, Consulting

Education
Mount Holyoke College   1976 — 1980
BA, Biochemistry

Jennifer Castanet Jennifer Castanet Atlanta, Georgia Details
Jennifer Castanet's Wachovia (First Union) Experience July 1986 - March 2001
Job SVP, Marketing Director at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank  May 2008 - Present
First Horizon Bank  February 2005 - May 2008
SunTrust (NBC Bank)   September 2003 - February 2005
Self Employed  2001 - 2003
Wachovia (First Union)   July 1986 - March 2001

Skills
Advertising, Promotions, Event Management, Marketing Strategy, Public Relations, Direct Marketing, Market Planning, Sponsorship, Event Planning, Newsletters, Internal Communications, Media Relations, Marketing Communications, Strategic Planning, Integrated Marketing, Marketing Management, Customer Relations, Account Management, Retail, Campaign Management, Creative Strategy, Budget Management, Press Releases, B2B, Creative Development, Event Marketing, New Business Development, Strategy, Social Networking, Budgets, Copywriting, Social Media Marketing, Customer Service, Leadership, CRM, Strategic Communications, Business Development, Management, Start-ups, Direct Mail, Sales, Email Marketing, Banking, Brand Awareness, Training, Analytics, Brand Development, Marketing, Customer Acquisition, Financial Services

Education
Columbia University in the City of New York   1982 — 1984
Ed.M, MA, Psychology

Emory University   1978 — 1982
BA, Psychology, Philosophy

Gregory M. Hart, CFP® Gregory M. Hart, CFP® Haddonfield, New Jersey Details
Gregory M. Hart, CFP®'s Wachovia (First Union) Experience September 1996 - April 1999
Job President at Haddon Wealth Management, LLC
Industry Investment Management
Experience
Haddon Wealth Management, LLC   July 2015 - Present
PNC Wealth Management  July 2008 - July 2015
Bank of New York Mellon Wealth Management   July 1999 - July 2008
Wachovia (First Union)   September 1996 - April 1999
BNY Mellon Wealth Management  December 1995 - September 1996
Lincoln Financial Group  April 1991 - December 1995

Skills
Wealth Management, Asset Management, High Net Worth..., Financial Planning, Investments, Hedge Funds, Portfolio Management, Investment Advisory, Asset Allocation, Mutual Funds, Estate Planning, Wealth, Equities, Fixed Income, Private Banking, Banking, Insurance, Securities, Options, Portfolios, Alternative Investments, Asset, Investment Strategies, Bonds, Retirement Planning, Bloomberg, Credit, Risk Management, Private Equity, Financial Analysis, Financial Advisory, Financial Modeling, Derivatives, ETFs, Finance, Wealth Management..., Investment Management

Education
College for Financial Planning   1996 — 2000
CFP

West Virginia University   1981 — 1985
Bachelors

Gary Vassalotti, LIFA, RTRP Gary Vassalotti, LIFA, RTRP Altoona, Pennsylvania Area Details
Gary Vassalotti, LIFA, RTRP's Wachovia (First Union) Experience February 1990 - April 1994
Job Owner, Vassalotti Investment Mgmt. Corp (VIMCOR)
Industry Investment Management
Experience
Vassalotti Investment Mgmt. Corp (VIMCOR)   April 1996 - Present
V/S Technologies   April 1996 - Present
Countrywide Mortgage Services  2004 - 2006
First American Bank  1990 - 1995
Wachovia (First Union)   February 1990 - April 1994

Skills
Investments, Asset Managment, Portfolio Management, Equities, Strategic Financial..., Investment Management, Financial Services, Mortgage Lending, Wealth Management, Financial Advisory, Retirement Planning, Alternative Investments, Investment Advisory, Investment Strategies, Mutual Funds, Risk Management, Asset Management, Equity Research, Private Equity, Asset Allocation, Financial Planning, Strategic Planning

Education
Penn State University   1983 — 1987
BS, Finance

Bishop Carroll   1983 — 1987
Diploma

Brad Jaeger Brad Jaeger Peoria, Arizona Details
Brad Jaeger's Wachovia (First Union) Experience July 1988 - July 2002
Job Senior Loan Consultant at Envoy Mortgage
Industry Financial Services
Experience
Envoy Mortgage  May 2015 - Present
BagnBasket   January 2013 - April 2015
Good Samaritan Mortgage   July 2002 - January 2013
Wachovia (First Union)   July 1988 - July 2002
Norwest  July 1984 - July 1988

Skills
Investment Properties, Loan Origination, Customer Service, First Time Home Buyers, Credit, FHA, Refinance, Underwriting, Team Building, Residential Mortgages

Education
University of Northern Iowa   1979 — 1983
Bachelor of Arts (B.A.), Business Administration and Management, General

Lakota Consolidated High School   1976 — 1979
General, General, 9-12th

Michael (Mike) Atkinson Michael (Mike) Atkinson Raleigh-Durham, North Carolina Area Details
Michael (Mike) Atkinson's Wachovia (First Union) Experience January 1986 - August 1992
Job Corporate CRA/Community Development Manager
Industry Banking
Experience
First Citizens Bank and Trust Company  September 2007 - Present
First Citizens Bank  September 2002 - September 2007
First Citizens Bank  August 1997 - September 2002
North Carolina Rural Economic Development Center  September 1994 - July 1997
North Carolina Credit Union Support Center   September 1992 - July 1994
Wachovia (First Union)   January 1986 - August 1992

Skills
Leadership, Management, Loans, Banking, Finance, Credit, Commercial Banking, Strategy, Portfolio Management, Commercial Lending

Education
Duke University   1981 — 1985
BA, English

Princeton HS

Cindy Ragan Cindy Ragan Charlotte, North Carolina Area Details
Cindy Ragan's Wachovia (First Union) Experience February 1998 - 2008
Job Systems QA Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  2008 - Present
Wachovia (First Union)   February 1998 - 2008
SouthTrust bank (CK Federal Savings Bank)   1987 - 1998
First Union  1983 - 1987

Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Databases, Testing, Oracle, SQL, Integration, Quality Assurance, Data Warehousing, Data Analysis, ETL, Test Cases, SDLC, Business Analysis, Analysis, Requirements Analysis, Banking

Education
University of North Carolina at Charlotte   1979 — 1983
Bachelor of Science (BS), Mathematics and Computer Science

Northwest Cabarrus High School   1975 — 1979

Lori McKenna Lori McKenna Greater Boston Area Details
Lori McKenna's Wachovia (First Union) Experience 1994 - 2001
Job Technology Business Consultant Specialist
Industry Banking
Experience
FIS  October 2012 - Present
FIS  November 2010 - October 2012
Rockland Trust  October 2006 - November 2010
Citizens  2003 - 2006
Wachovia (First Union)   1994 - 2001
First Data Resources  1991 - 1994

Skills
Business Analysis, Banking, Requirements Analysis, Retail Banking, Process Improvement, Business Requirements, Project Management, SharePoint, User Acceptance Testing, PMO, Systems Analysis, Payments, MS Project, Analysis, Business Process...

Education
Bentley University   1984 — 1988
Marketing

Denver Penton Denver Penton Dallas/Fort Worth Area Details
Denver Penton's Wachovia (First Union) Experience 1998 - 2002
Job Data Analytics developer at TMHP
Industry Information Technology and Services
Experience
Accenture (TMHP)   March 2009 - Present
Broadridge  October 2008 - February 2009
Texas Medicaid & Healthcare Partnership, Austin, TX   June 2006 - September 2008
Motorola (Printrak)   September 2003 - May 2006
Wachovia (First Union)   1998 - 2002
Tandem Telecom  1995 - 1997
Westinghouse Electronic Systems   1994 - 1995
Worldcom (Metromedia / LDDS)   1993 - 1994
Sprint (United Telecom)   1992 - 1993
Dell  1990 - 1993

Skills
COBOL, Microsoft SQL Server, ETL, Requirements Analysis, Analysis, Integration, Agile Methodologies, SQL, Software Development, Databases, Data Warehousing, Business Analysis, SDLC, C, Oracle, Business Intelligence, Data Modeling, Systems Analysis, Enterprise Architecture, SOA, Visio, Database Design, SharePoint, Solution Architecture, Testing, Business Process, Requirements Gathering, Software Project..., IT Strategy, Data Migration, Business Objects, PL/SQL, Data Integration, Business Requirements, Performance Tuning, Agile Project Management, HP Quality Center

Education
Tarrant County College

The University of Texas at Austin

Western Hills

Monty Hagler Monty Hagler Greensboro, North Carolina Details
Monty Hagler's Wachovia (First Union) Experience 1991 - 1996
Job President & CEO, RLF Communications
Industry Public Relations and Communications
Experience
RLF Communications  Client Strategy, Crisis Communications, Agency OperationsManaging PartnerTrone2006 - 2007
Trone Public Relations  2004 - 2006
Capstrat  1996 - 2003
Wachovia (First Union)   1991 - 1996
Gantt for Senate Campaign   1990 - 1990

Skills
Media Relations, Crisis Communications, Public Relations, Message Development, Strategic Communications, Marketing Communications, Corporate Communications, Reputation Management, Social Media, Press Releases, Social Media Marketing, Integrated Marketing, Internal Communications, Advertising, Copywriting

Education
Temple University   1988 — 1990
MA, Communication

University of North Carolina at Chapel Hill   1984 — 1988
Bachelor of Arts (B.A.), Communications Studies

Matthew D. Alpeter Matthew D. Alpeter Charlotte, North Carolina Area Details
Matthew D. Alpeter's Wachovia (First Union) Experience May 2000 - January 2008
Job IT Operations Development Manager at TIAA Direct
Industry Financial Services
Experience
TIAA Direct a division of TIAA-CREF Trust Company, FSB   March 2013 - Present
TIAA Direct is a division of TIAA-CREF Trust Company, FSB   January 2012 - March 2013
TIAA-CREF Trust Company, FSB  November 2010 - December 2011
Wachovia, A Wells Fargo Company  July 2009 - June 2010
Wachoiva / Marketing / eCommerce   February 2008 - June 2009
Wachovia (First Union)   May 2000 - January 2008
Credit Systems   1993 - 2000
Maximum Potential   1990 - 1993

Skills
Passionate about..., Integrity in..., Knowledge Management, Retail, Mobile Devices, Vendor Relationships, Operational Efficiency, ATM networks, Financial Services, Vendor Management, Mergers, Relationship Management, Banking, Credit, Risk Management, Integrity, Customer Experience, Internet Banking, SDLC, Mergers & Acquisitions, Analytics, Business Requirements, PMO, Business Analysis, Strategy, CRM, Integration, Process Improvement, Management

Education
Ken Zahn - CFP Broad Exam Review Course   2014 — 2014
Prepare for CFP Broad Exam, Passed the CFP Board Exam on 11/22/14

The American College   2014 — 2014
Certified Financial Planning, Pass

CCPC   2013 — 2014
Certified Financial Planner Program Certificate, Certified Financial Planner (CFP) Candidate

Oral Roberts University   1983 — 1987
Bachelor of Arts, English Philosophy

Tim Gooden Tim Gooden Birmingham, Alabama Area Details
Tim Gooden's Wachovia (First Union) Experience June 1998 - August 2001
Job Information Security Analyst at BCBS of Alabama
Industry Hospital & Health Care
Experience
BCBS of Alabama   July 2010 - Present
Regions Financial Corporation  March 2009 - July 2010
Regions Bank  November 2001 - March 2009
Wachovia (First Union)   June 1998 - August 2001

Skills
Business Analysis, Banking, Risk Management, Vulnerability Management, Databases, Disaster Recovery, Management, Risk Assessment, SDLC, Security, Software Documentation, Team Building, Vendor Management, Visio, Process Improvement, Integration, SQL

Education
Auburn University
B.S, Business Administration

Skip Becker Skip Becker Mobile, Alabama Area Details
Skip Becker's Wachovia (First Union) Experience February 1984 - May 2004
Job Banker
Industry Banking
Experience
Whitney National Bank  May 2005 - July 2009
Wachovia (First Union)   February 1984 - May 2004

Skills
Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Loans, Banking, Credit Risk, Portfolio Management

Education
University of West Florida   1967 — 1971
B.S, Business

University of West Florida
Master of Business Administration (M.B.A.)

Mellgwin Ramsey Mellgwin Ramsey Greater Atlanta Area Details
Mellgwin Ramsey's Wachovia (First Union) Experience September 1987 - September 1989
Job Curriculum and Implementation Specialist at Employment Learning Innovations, Inc.
Industry Recreational Facilities and Services
Experience
Employment Learning Innovations, Inc.   May 2013 - Present
Mellgwin Ramsey Enterprise   January 2009 - May 2013
East Cobb YMCA   May 2008 - October 2010
Employment Learning Innovations, Inc.   March 1995 - July 1997
Agnes Scott College  March 1994 - July 1994
REJIS  September 1990 - October 1993
Agnes Scott College  October 1989 - April 1990
Wachovia (First Union)   September 1987 - September 1989
J.A. Jones   September 1985 - September 1986
American Running and Fitness Association   May 1983 - May 1984

Skills
Communications..., Skilled at collecting,..., Comfortable working..., Confident and versatile..., Ability to remain calm..., Organization, Editing, Training, Proposal Writing, Interviews, Management, Human Resources, Leadership, E-Learning, Newsletters, Sales

Education
The University of Georgia   1979 — 1983
ABJ, Journalism

Erica McCormick Erica McCormick Charlotte, North Carolina Area Details
Erica McCormick's Wachovia (First Union) Experience 1997 - 2009
Job Compliance Professional
Industry Banking
Experience
Bank of America  2010 - 2012
Wachovia, A Wells Fargo Company  May 2003 - August 2009
Wachovia (First Union)   1997 - 2009
Wachovia, A Wells Fargo Company  1997 - 2003

Skills
Project Management, Mortgage Lending, Underwriting, Credit

Education
Wachovia's Lending Compliance School (ABA Certified)   2006 — 2006
Certificate, Compliance

Alabama State University   1981 — 1985
Bachelor of Science, Business Administration

Central Piedmont Community College
Six Sigma Green Belt

Ramesh Uppalapu Ramesh Uppalapu Greater Chicago Area Details
Ramesh Uppalapu's Wachovia (First Union) Experience September 2002 - September 2003
Job Sr Performance Engineer at U.S. Cellular
Industry Wireless
Experience
U.S. Cellular   Sr Performance EngineerUS Cellular2009 - Present
US Cellular Corp  2008 - Present
Kraft Foods  August 2005 - February 2008
ACXIOM- for GM   March 2005 - August 2005
Ford Motor Company  October 2003 - February 2005
WACHOVIA (FIRST UNION)   September 2002 - September 2003
LEXIS NEXIS  October 2001 - August 2002
GE Capital Card Services  April 2001 - October 2001
ABN AMRO  December 2000 - March 2001
RadioShack  November 1999 - December 2000

Skills
LoadRunner, Quality Center, Test Planning, Performance Testing, Software Quality..., QTP, SDLC, Test Automation, Test Strategy, Testing, Quality Assurance, Unix, User Acceptance Testing, System Testing, Agile Methodologies

Education
Andhra University   1991 — 1993
M.Sc, Physical Chemistry, Computers

Cara S. Hanna Cara S. Hanna Saint Petersburg, Florida Details
Cara S. Hanna's Wachovia (First Union) Experience December 1986 - April 1992
Job Retired Private Client Advisor U S Trust, Bank of America's Private Wealth Management
Industry Financial Services
Experience
U S Trust, Bank of America's Private Wealth Management   Senior Vice-President/Private Client AdvisorU S Trust2007 - December 2012
Wachovia Wealth Management  March 1992 - December 2007
Wachovia (First Union)   December 1986 - April 1992

Skills
Wealth Management, Series 7, Asset Allocation, Wealth Management..., Retirement Planning, Portfolio Management, Investment Advisory, Investments, Investment Strategies, Alternative Investments, Mutual Funds, Equities

Education
West Virginia University   1978 — 1982
Bachelor of Arts (B.A.), European History

The American College
CFP, Financial Planning and Services

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