Wachovia (First Union)
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 Parent organization: Wells Fargo Subsidiaries: Wells Fargo Advisors, Wachovia Service Corp,
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Wachovia (First Union) Employees
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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