Wachovia Retirement Services
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Wachovia Retirement Services Employees
Employee
Years
Job
Industry
Stephen F. Van Arsdale, MBA Stephen F. Van Arsdale, MBA's Wachovia Retirement Services Experience June 2007 - March 2009
Job Assistant Portfolio Manager at Norris Financial Group, LLC
Industry Investment Management
Experience
Norris Financial Group January 2015 - Present
Financial Industry Regulatory Authority November 2011 - November 2014
TCA TrustCorp America March 2009 - January 2010
Wachovia Retirement Services June 2007 - March 2009
Skills
Investments, Securities, Mutual Funds, Wealth Management, Asset Management, Business Development, FINRA, 401k, Portfolio Management, Private Placements, Equities, Financial Planning, Investment Management
Education
Rollins College - Crummer Graduate School of Business 2010 — 2011
MBA, Finance, Marketing
Rollins College 2002 — 2006
BA, Economics
Norris Financial Group January 2015 - Present
Financial Industry Regulatory Authority November 2011 - November 2014
TCA TrustCorp America March 2009 - January 2010
Wachovia Retirement Services June 2007 - March 2009
Skills
Investments, Securities, Mutual Funds, Wealth Management, Asset Management, Business Development, FINRA, 401k, Portfolio Management, Private Placements, Equities, Financial Planning, Investment Management
Education
Rollins College - Crummer Graduate School of Business 2010 — 2011
MBA, Finance, Marketing
Rollins College 2002 — 2006
BA, Economics
Charles (Chip) Petit Charles (Chip) Petit's Wachovia Retirement Services Experience January 2001 - January 2002
Job Retirement Services background seeking a career change
Industry Information Services
Experience
Unemployed February 2013 - Present
Wachovia Retirement Services & Wells Fargo Institutional Retirement and Trust February 2002 - February 2013
Wachovia Retirement Services January 2001 - January 2002
First Union National Bank Retirement Services July 1998 - December 2000
First Union National Bank Retirement Services November 1997 - June 1998
First Union National Bank Retirement Services January 1995 - October 1997
First Union Mortgage Company August 1993 - December 1994
Skills
Business Analysis, Process Improvement, Analysis, 401k, Project Management, Vendor Management, Investments, Banking, Mutual Funds, Relationship Management, Financial Services, Risk Management, Program Management, Training, Human Resources, Management, Customer Service, Leadership, Qualified Retirement..., Supervisory Skills, Special Projects
Education
Liberty University 1977 — 1984
BS, Political Science, History
Northwestern High School 1974 — 1977
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Unemployed February 2013 - Present
Wachovia Retirement Services & Wells Fargo Institutional Retirement and Trust February 2002 - February 2013
Wachovia Retirement Services January 2001 - January 2002
First Union National Bank Retirement Services July 1998 - December 2000
First Union National Bank Retirement Services November 1997 - June 1998
First Union National Bank Retirement Services January 1995 - October 1997
First Union Mortgage Company August 1993 - December 1994
Skills
Business Analysis, Process Improvement, Analysis, 401k, Project Management, Vendor Management, Investments, Banking, Mutual Funds, Relationship Management, Financial Services, Risk Management, Program Management, Training, Human Resources, Management, Customer Service, Leadership, Qualified Retirement..., Supervisory Skills, Special Projects
Education
Liberty University 1977 — 1984
BS, Political Science, History
Northwestern High School 1974 — 1977
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Jacob Peacock's Wachovia Retirement Services Experience April 2008 - February 2010
Job Head of Retirement Solutions at The Bogdahn Group
Industry Financial Services
Experience
The Bogdahn Group January 2015 - Present
The Bogdahn Group February 2012 - Present
Mercer Human Resource Consulting February 2010 - December 2011
Wachovia Retirement Services April 2008 - February 2010
Wachovia Retirement Services July 2006 - April 2008
Wachovia Retirement Services June 2003 - June 2006
The Church of Jesus Christ of Latter-day Saints December 1997 - January 2000
Skills
New Business Development, Negotiation, 401k, Relationship Management, Defined Contribution, Public Speaking, Microsoft Office, Retirement, Business Strategy, Employee Benefits, Customer Relations
Education
University of North Carolina at Charlotte - Belk College of Business 2005 — 2007
MBA
University of North Carolina at Charlotte - Belk College of Business 2000 — 2003
Bachelor, Marketing
The Bogdahn Group January 2015 - Present
The Bogdahn Group February 2012 - Present
Mercer Human Resource Consulting February 2010 - December 2011
Wachovia Retirement Services April 2008 - February 2010
Wachovia Retirement Services July 2006 - April 2008
Wachovia Retirement Services June 2003 - June 2006
The Church of Jesus Christ of Latter-day Saints December 1997 - January 2000
Skills
New Business Development, Negotiation, 401k, Relationship Management, Defined Contribution, Public Speaking, Microsoft Office, Retirement, Business Strategy, Employee Benefits, Customer Relations
Education
University of North Carolina at Charlotte - Belk College of Business 2005 — 2007
MBA
University of North Carolina at Charlotte - Belk College of Business 2000 — 2003
Bachelor, Marketing
Jeff Burg Jeff Burg's Wachovia Retirement Services Experience December 2002 - May 2005
Job Divisional Vice President / Annuity Wholesaler at AIG
Industry Financial Services
Experience
AIG October 2007 - Present
Transamerica Retirement Services May 2005 - October 2007
Sportvision August 1999 - October 2005
Wachovia Retirement Services December 2002 - May 2005
KeyBank / McDonald Investments October 2001 - December 2002
The Acacia Group 1997 - 2000
Education
Arizona State University 1996 — 2000
AIG October 2007 - Present
Transamerica Retirement Services May 2005 - October 2007
Sportvision August 1999 - October 2005
Wachovia Retirement Services December 2002 - May 2005
KeyBank / McDonald Investments October 2001 - December 2002
The Acacia Group 1997 - 2000
Education
Arizona State University 1996 — 2000
Carmen Rosillo Carmen Rosillo's Wachovia Retirement Services Experience February 2007 - February 2008
Job Retirement Educator at Wells Fargo Institutional Retirement & Trust
Industry Financial Services
Experience
Wells Fargo Institutional Retirement & Trust February 2008 - Present
Wachovia Retirement Services February 2007 - February 2008
Allstate November 2005 - February 2007
Skills
Bilingual, Highly detail oriented, Team-oriented, Fast Learner, Adaptable to Changes, Organized Multi-tasker, 401k, Employee Benefits, Leadership, Investments, Finance, Customer Service
Education
Troy University
Bachelor of Science (BS), Psychology
Wells Fargo Institutional Retirement & Trust February 2008 - Present
Wachovia Retirement Services February 2007 - February 2008
Allstate November 2005 - February 2007
Skills
Bilingual, Highly detail oriented, Team-oriented, Fast Learner, Adaptable to Changes, Organized Multi-tasker, 401k, Employee Benefits, Leadership, Investments, Finance, Customer Service
Education
Troy University
Bachelor of Science (BS), Psychology
Troy Fonseca Troy Fonseca's Wachovia Retirement Services Experience September 2006 - December 2008
Job Certified Pension Consultant (ASPPA)
Industry Financial Services
Experience
Paul Global Benefits July 2015 - Present
Wells Fargo Institutional Retirement & Trust September 2001 - June 2015
Wachovia Retirement Services September 2006 - December 2008
Retirement System Group Inc. 1999 - 2001
Diversified Investment Advisors 1997 - 1999
Bank Of New York 1994 - 1996
SGS Government Programs Inc. 1994 - 1995
Skills
Relationship Management, 401k, Pensions, CRM, Mutual Funds, Retirement, Financial Services, Retirement Planning, Defined Benefit, Employee Benefits, Banking, Risk Management, Financial Planning, Finance
Education
Saint Thomas Aquinas College 2010 — 2015
MBA
Xavier Institute of Communications 1988 — 1988
Public Relations
St. Xavier's College 1980 — 1985
BS
Paul Global Benefits July 2015 - Present
Wells Fargo Institutional Retirement & Trust September 2001 - June 2015
Wachovia Retirement Services September 2006 - December 2008
Retirement System Group Inc. 1999 - 2001
Diversified Investment Advisors 1997 - 1999
Bank Of New York 1994 - 1996
SGS Government Programs Inc. 1994 - 1995
Skills
Relationship Management, 401k, Pensions, CRM, Mutual Funds, Retirement, Financial Services, Retirement Planning, Defined Benefit, Employee Benefits, Banking, Risk Management, Financial Planning, Finance
Education
Saint Thomas Aquinas College 2010 — 2015
MBA
Xavier Institute of Communications 1988 — 1988
Public Relations
St. Xavier's College 1980 — 1985
BS
Andrea McEntyre Andrea McEntyre's Wachovia Retirement Services Experience October 2006 - December 2008
Job Sales and Relationship Manager
Industry Financial Services
Experience
The McEntyre Group January 2001 - March 2015
BB&T Insurance Services Inc. November 2012 - February 2014
TIAA-CREF July 2009 - November 2012
Wachovia Retirement Services October 2006 - December 2008
Skills
Relationship Management, Leadership, Goal Oriented, Sales, Public Speaking, Marketing
Education
University of North Carolina at Asheville
Bachelor of Science (B.S.), Finance and Financial Management Services
The American College
Certified Financial Planner (CFP) Program, Financial Planning
The McEntyre Group January 2001 - March 2015
BB&T Insurance Services Inc. November 2012 - February 2014
TIAA-CREF July 2009 - November 2012
Wachovia Retirement Services October 2006 - December 2008
Skills
Relationship Management, Leadership, Goal Oriented, Sales, Public Speaking, Marketing
Education
University of North Carolina at Asheville
Bachelor of Science (B.S.), Finance and Financial Management Services
The American College
Certified Financial Planner (CFP) Program, Financial Planning
Nadine McGonigal's Wachovia Retirement Services Experience March 2003 - October 2005
Job Treasury Management Sales Analyst Commercial Real Estate at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2012 - Present
Wells Fargo Bank May 2011 - September 2012
Wells Fargo August 2009 - May 2011
Wells Fargo, Personal Trust, Wealth Management May 2006 - August 2009
Countrywide October 2005 - May 2006
Wachovia Retirement Services March 2003 - October 2005
BearingPoint Pty Ltd November 2001 - March 2003
Armstrong World Industries March 1999 - July 2001
Arnold & Beyer January 1998 - March 1999
Phillips Van Heusen June 1993 - June 1998
Skills
Banking, Commercial Banking, Microsoft Office, PowerPoint, Financial Reporting, Project Portfolio..., MS Office Suite, Marketing Communications, Professional Networking, Consumer Lending, Financial Modeling, Credit, Small Business Lending, Private Banking, Insurance, Series 7, Commercial Lending, Cash Management, Credit Analysis, Credit Risk, Project Management, Investments, Business Analysis, Asset Managment, Strategic Planning, Loans, Cross Selling, Business Networking, Portfolio Management, Underwriting, Wealth Management, Finance, Financial Services, Financial Analysis, Retail Banking, Series 63, Mortgage Lending, Risk Management, Relationship Management, Real Estate Financing, 401k, Corporate Finance, Mutual Funds, Deposits, Real Estate, Program Management, Asset Based Lending, Building Relationships, Management, Loan Origination
Education
Peirce College 2003 — 2012
Bachelor's Degree, Business Administration and Management, General, 3.7
Consolidated School of Business 1997 — 1998
Associate in Specialized Business Degree, Legal Administration
Conestoga Valley High School 1992 — 1996
Diploma
Wells Fargo September 2012 - Present
Wells Fargo Bank May 2011 - September 2012
Wells Fargo August 2009 - May 2011
Wells Fargo, Personal Trust, Wealth Management May 2006 - August 2009
Countrywide October 2005 - May 2006
Wachovia Retirement Services March 2003 - October 2005
BearingPoint Pty Ltd November 2001 - March 2003
Armstrong World Industries March 1999 - July 2001
Arnold & Beyer January 1998 - March 1999
Phillips Van Heusen June 1993 - June 1998
Skills
Banking, Commercial Banking, Microsoft Office, PowerPoint, Financial Reporting, Project Portfolio..., MS Office Suite, Marketing Communications, Professional Networking, Consumer Lending, Financial Modeling, Credit, Small Business Lending, Private Banking, Insurance, Series 7, Commercial Lending, Cash Management, Credit Analysis, Credit Risk, Project Management, Investments, Business Analysis, Asset Managment, Strategic Planning, Loans, Cross Selling, Business Networking, Portfolio Management, Underwriting, Wealth Management, Finance, Financial Services, Financial Analysis, Retail Banking, Series 63, Mortgage Lending, Risk Management, Relationship Management, Real Estate Financing, 401k, Corporate Finance, Mutual Funds, Deposits, Real Estate, Program Management, Asset Based Lending, Building Relationships, Management, Loan Origination
Education
Peirce College 2003 — 2012
Bachelor's Degree, Business Administration and Management, General, 3.7
Consolidated School of Business 1997 — 1998
Associate in Specialized Business Degree, Legal Administration
Conestoga Valley High School 1992 — 1996
Diploma
Anne Grossnickle, CEBS's Wachovia Retirement Services Experience January 2007 - March 2009
Job Communications Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2011 - Present
Wells Fargo October 2010 - August 2011
The Newport Group March 2009 - September 2010
Wachovia Retirement Services January 2007 - March 2009
Wachovia Retirement Services March 1998 - January 2007
Charles Schwab 1996 - 1998
Charles Schwab March 1992 - January 1996
Aon Consulting October 1984 - March 1992
Skills
Leadership, Sales, CRM, Retirement, Retirement Planning, Financial Services, Relationship Management, Risk Management
Education
East Carolina University 1982 — 1984
MBA, Finance
Duke University 1977 — 1981
Bachelor of Arts, Business, Psychology
Wells Fargo August 2011 - Present
Wells Fargo October 2010 - August 2011
The Newport Group March 2009 - September 2010
Wachovia Retirement Services January 2007 - March 2009
Wachovia Retirement Services March 1998 - January 2007
Charles Schwab 1996 - 1998
Charles Schwab March 1992 - January 1996
Aon Consulting October 1984 - March 1992
Skills
Leadership, Sales, CRM, Retirement, Retirement Planning, Financial Services, Relationship Management, Risk Management
Education
East Carolina University 1982 — 1984
MBA, Finance
Duke University 1977 — 1981
Bachelor of Arts, Business, Psychology
William Callaway's Wachovia Retirement Services Experience September 2000 - February 2009
Job Regional Director at The Newport Group
Industry Financial Services
Experience
The Newport Group January 2012 - January 2015
Mercer March 2009 - December 2011
Wachovia Retirement Services September 2000 - February 2009
SunTrust Bank September 1989 - September 2000
Skills
Defined Benefit, 401k, ERISA, Retirement, Series 6, Pensions, Series 63, Series 7, Retirement Planning, Mutual Funds, Investment Advisory, Asset Allocation, Strategic Financial..., Investments, Employee Benefits
Education
Shorter College 1982 — 1984
BSBA, Accounting
Auburn University 1978 — 1982
Accounting, Accounting
The Newport Group January 2012 - January 2015
Mercer March 2009 - December 2011
Wachovia Retirement Services September 2000 - February 2009
SunTrust Bank September 1989 - September 2000
Skills
Defined Benefit, 401k, ERISA, Retirement, Series 6, Pensions, Series 63, Series 7, Retirement Planning, Mutual Funds, Investment Advisory, Asset Allocation, Strategic Financial..., Investments, Employee Benefits
Education
Shorter College 1982 — 1984
BSBA, Accounting
Auburn University 1978 — 1982
Accounting, Accounting
Vaneshia Charley's Wachovia Retirement Services Experience June 2008 - October 2009
Job Quality Monitor 2 at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo July 2012 - Present
Wells Fargo October 2010 - July 2012
Wells Fargo Bank October 2009 - October 2010
Wachovia Retirement Services June 2008 - October 2009
Wachovia Direct Access October 2003 - June 2008
CarePro Medical One January 2003 - November 2003
Skills
Investments, Customer Service, Cross Selling, Management, Banking, Risk Management, Credit, Training
Education
Queens University of Charlotte 2008 — 2012
Bachelor
Orangeburg Calhoun Technical 2000 — 2002
Associates
Wells Fargo July 2012 - Present
Wells Fargo October 2010 - July 2012
Wells Fargo Bank October 2009 - October 2010
Wachovia Retirement Services June 2008 - October 2009
Wachovia Direct Access October 2003 - June 2008
CarePro Medical One January 2003 - November 2003
Skills
Investments, Customer Service, Cross Selling, Management, Banking, Risk Management, Credit, Training
Education
Queens University of Charlotte 2008 — 2012
Bachelor
Orangeburg Calhoun Technical 2000 — 2002
Associates
Amber Shelffo Amber Shelffo's Wachovia Retirement Services Experience September 2006 - April 2008
Job Pricing Analyst at NuVasive
Industry Medical Devices
Experience
NuVasive March 2014 - Present
Surfrider Foundation January 2012 - Present
NuVasive April 2012 - February 2014
Towers Watson April 2008 - October 2011
Wachovia Retirement Services September 2006 - April 2008
Skills
Employee Benefits, Benchmarking, Excel, Access, SAS, Data Analysis, Valuation, Statistics, Analysis, Word, Problem Solving, Spreadsheets, Microsoft Excel, Microsoft Word, Financial Analysis, Sales, Customer Service, Leadership, Program Management, Project Management, Sales Operations, Pricing, Management, Microsoft Office, Cross-functional Team..., Medical Devices, Process Improvement
Education
George Mason University 2002 — 2007
Bachelor of Science, Math, Actuarial Sciences
Kempsville High School 1997 — 2002
Advanced Diploma
NuVasive March 2014 - Present
Surfrider Foundation January 2012 - Present
NuVasive April 2012 - February 2014
Towers Watson April 2008 - October 2011
Wachovia Retirement Services September 2006 - April 2008
Skills
Employee Benefits, Benchmarking, Excel, Access, SAS, Data Analysis, Valuation, Statistics, Analysis, Word, Problem Solving, Spreadsheets, Microsoft Excel, Microsoft Word, Financial Analysis, Sales, Customer Service, Leadership, Program Management, Project Management, Sales Operations, Pricing, Management, Microsoft Office, Cross-functional Team..., Medical Devices, Process Improvement
Education
George Mason University 2002 — 2007
Bachelor of Science, Math, Actuarial Sciences
Kempsville High School 1997 — 2002
Advanced Diploma
Karl D. Jensen, CFP ® Karl D. Jensen, CFP ®'s Wachovia Retirement Services Experience September 2004 - April 2008
Job Case Manager at Gradient Financial Group
Industry Financial Services
Experience
Gradient Financial Group May 2014 - Present
Endura Financial September 2012 - April 2014
Raymond James Financial Services August 2010 - July 2012
Advanced Wealth Management Group April 2008 - August 2010
Wachovia Retirement Services September 2004 - April 2008
Galyan's April 2003 - September 2004
Skills
Investments, Estate Planning, Retirement Planning, Strategic Financial..., Asset Allocation, Fixed Annuities, Insurance, Risk Management
Education
The American College 2008 — 2010
CFP® Certification Program
Crown College 1995 — 1999
B.S., Business Administration
Gradient Financial Group May 2014 - Present
Endura Financial September 2012 - April 2014
Raymond James Financial Services August 2010 - July 2012
Advanced Wealth Management Group April 2008 - August 2010
Wachovia Retirement Services September 2004 - April 2008
Galyan's April 2003 - September 2004
Skills
Investments, Estate Planning, Retirement Planning, Strategic Financial..., Asset Allocation, Fixed Annuities, Insurance, Risk Management
Education
The American College 2008 — 2010
CFP® Certification Program
Crown College 1995 — 1999
B.S., Business Administration
Rob VandeVrede Rob VandeVrede's Wachovia Retirement Services Experience February 1997 - January 2004
Job Consultant at Vrede Consulting
Industry Financial Services
Experience
Vrede Consulting January 2013 - Present
Definebenefits, Inc January 2004 - December 2012
Registered Investment Advisor Represenative February 2005 - September 2010
Wachovia Retirement Services February 1997 - January 2004
Institutional trust and insurance companies January 1993 - January 1997
Health plan providers January 1984 - January 1993
Skills
New Business Development, Project Management, Consulting, Employee Benefits, Risk Management, Retirement Planning, Business Development, Health Insurance, Investments, 401k, Financial Services, ERISA, Retirement, Mutual Funds, Defined Benefit, Banking, Series 63, Pensions, Relationship Management, Investment Management
Education
University of Minnesota-Twin Cities
BA, History
Vrede Consulting January 2013 - Present
Definebenefits, Inc January 2004 - December 2012
Registered Investment Advisor Represenative February 2005 - September 2010
Wachovia Retirement Services February 1997 - January 2004
Institutional trust and insurance companies January 1993 - January 1997
Health plan providers January 1984 - January 1993
Skills
New Business Development, Project Management, Consulting, Employee Benefits, Risk Management, Retirement Planning, Business Development, Health Insurance, Investments, 401k, Financial Services, ERISA, Retirement, Mutual Funds, Defined Benefit, Banking, Series 63, Pensions, Relationship Management, Investment Management
Education
University of Minnesota-Twin Cities
BA, History
Carrie Oman, RPA GBA's Wachovia Retirement Services Experience January 2000 - December 2006
Job Director/Benefits & Retirement Programs at SAIC
Industry Media Production
Experience
SAIC June 2013 - Present
Gannett January 2007 - May 2013
Wachovia Retirement Services January 2000 - December 2006
Skills
Employee Benefits, Benefits Administration, Health & Welfare..., Defined Benefit, Defined Contribution, Non-Qualified Deferred..., Disability Benefits, Voluntary Employee..., Program Implementation, Streamlining Operations, Disclosure Statements, Government Filings, Communication, HRIS, Disability Insurance, Onboarding, Deferred Compensation, Management, Leadership
Education
George Mason University 1995 — 1999
Bachelor of Science (B.S.), Mathematics
George Mason University 1995 — 1999
Minor, Business Administration
SAIC June 2013 - Present
Gannett January 2007 - May 2013
Wachovia Retirement Services January 2000 - December 2006
Skills
Employee Benefits, Benefits Administration, Health & Welfare..., Defined Benefit, Defined Contribution, Non-Qualified Deferred..., Disability Benefits, Voluntary Employee..., Program Implementation, Streamlining Operations, Disclosure Statements, Government Filings, Communication, HRIS, Disability Insurance, Onboarding, Deferred Compensation, Management, Leadership
Education
George Mason University 1995 — 1999
Bachelor of Science (B.S.), Mathematics
George Mason University 1995 — 1999
Minor, Business Administration
Bart Cuddy, CFS, CRSP, CMFC Bart Cuddy, CFS, CRSP, CMFC's Wachovia Retirement Services Experience 2006 - 2009
Job Associate Portfolio Manager/AVP at Fifth Third Private Bank
Industry Financial Services
Experience
Fifth Third Private Bank June 2014 - Present
Wells Fargo Institutional Retirement and Trust 2011 - 2014
Wells Fargo Institutional Retirement and Trust 2010 - 2011
Wachovia Retirement Services 2006 - 2009
Wachovia Retirement Services 2001 - 2006
Wachovia Retirement Services 2000 - 2001
Skills
Investments, Mutual Funds, Financial Advisory, Asset Allocation, Retirement, Portfolio Management, Wealth Management, Relationship Management, Wealth Management..., Series 63, Trading, Financial Services
Education
University of North Carolina at Charlotte
MBA, Finance/Commercial Bank Management
Slippery Rock University of Pennsylvania
Bachelors, Secondary Education/MATHEMATICS
Fifth Third Private Bank June 2014 - Present
Wells Fargo Institutional Retirement and Trust 2011 - 2014
Wells Fargo Institutional Retirement and Trust 2010 - 2011
Wachovia Retirement Services 2006 - 2009
Wachovia Retirement Services 2001 - 2006
Wachovia Retirement Services 2000 - 2001
Skills
Investments, Mutual Funds, Financial Advisory, Asset Allocation, Retirement, Portfolio Management, Wealth Management, Relationship Management, Wealth Management..., Series 63, Trading, Financial Services
Education
University of North Carolina at Charlotte
MBA, Finance/Commercial Bank Management
Slippery Rock University of Pennsylvania
Bachelors, Secondary Education/MATHEMATICS
Liz Devin West's Wachovia Retirement Services Experience 2002 - 2006
Job Head of Marketing Strategy Large Corporate Markets & the Investor Channel at Voya Financial
Industry Financial Services
Experience
Voya Financial June 2015 - Present
TIAA-CREF July 2012 - May 2015
Bank of America January 2010 - July 2012
Bank of America October 2007 - January 2010
John Hancock Funds February 2006 - April 2007
Wachovia Retirement Services 2002 - 2006
State Street Research 2000 - 2001
Fidelity Investments 1993 - 2000
Skills
Consulting, Program Management, Product Management, Integrated Marketing, Management, Leadership, Marketing Strategy, Product Marketing, Marketing Management, Thought Leadership, Content Strategy, Marketing Communications, Strategic Planning, Product Development, Segmentation, Financial Services, Strategy, Strategic Partnerships, Analytics, Marketing, Competitive Analysis, Digital Marketing
Education
Boston College 2010 — 2014
MS, Business Communications
Babson College 2010 — 2010
Executive Education, Women's Leadership Program
Boston University 1998 — 1998
PMP, Project Management
Boston College 1988 — 1992
BA, Communications
Newton Country Day 1984 — 1988
Voya Financial June 2015 - Present
TIAA-CREF July 2012 - May 2015
Bank of America January 2010 - July 2012
Bank of America October 2007 - January 2010
John Hancock Funds February 2006 - April 2007
Wachovia Retirement Services 2002 - 2006
State Street Research 2000 - 2001
Fidelity Investments 1993 - 2000
Skills
Consulting, Program Management, Product Management, Integrated Marketing, Management, Leadership, Marketing Strategy, Product Marketing, Marketing Management, Thought Leadership, Content Strategy, Marketing Communications, Strategic Planning, Product Development, Segmentation, Financial Services, Strategy, Strategic Partnerships, Analytics, Marketing, Competitive Analysis, Digital Marketing
Education
Boston College 2010 — 2014
MS, Business Communications
Babson College 2010 — 2010
Executive Education, Women's Leadership Program
Boston University 1998 — 1998
PMP, Project Management
Boston College 1988 — 1992
BA, Communications
Newton Country Day 1984 — 1988
Craig Mazzini Craig Mazzini's Wachovia Retirement Services Experience 2006 - 2007
Job National Sales Manager at The Retirement Advantage
Industry Financial Services
Experience
The Retirement Advantage April 2014 - Present
Mutual of Omaha March 2010 - January 2014
JennisonDryden Mutual Funds December 2007 - November 2009
Wachovia Retirement Services 2006 - 2007
Matrix Settlement & Clearance Services 2004 - 2006
GoldK 2002 - 2004
Skills
401k Sales, External Wholesaler, Retirement Plans, 401k, Retirement, Mutual Funds, Investments, Retirement Services, Consultative Selling, Customer Relations, New Business Development, Defined Contribution..., Retirement Planning, Customer Service, Selling, Pensions, Insurance, ERISA, Retirement Plan..., Portfolio Management, Securities, Qualified Retirement..., Defined Benefit, Employee Benefits, Financial Services, Series 6, Strategy, Sales, Fixed Annuities, Series 63, Life Insurance, Relationship Management
Education
University of Hartford
Econ-Finance
The Retirement Advantage April 2014 - Present
Mutual of Omaha March 2010 - January 2014
JennisonDryden Mutual Funds December 2007 - November 2009
Wachovia Retirement Services 2006 - 2007
Matrix Settlement & Clearance Services 2004 - 2006
GoldK 2002 - 2004
Skills
401k Sales, External Wholesaler, Retirement Plans, 401k, Retirement, Mutual Funds, Investments, Retirement Services, Consultative Selling, Customer Relations, New Business Development, Defined Contribution..., Retirement Planning, Customer Service, Selling, Pensions, Insurance, ERISA, Retirement Plan..., Portfolio Management, Securities, Qualified Retirement..., Defined Benefit, Employee Benefits, Financial Services, Series 6, Strategy, Sales, Fixed Annuities, Series 63, Life Insurance, Relationship Management
Education
University of Hartford
Econ-Finance
Eric J. Fiala, CFP® Eric J. Fiala, CFP®'s Wachovia Retirement Services Experience February 2006 - May 2007
Job Regulatory Analyst at FINRA
Industry Financial Services
Experience
FINRA March 2014 - Present
HSBC February 2013 - February 2014
Merrill Lynch February 2011 - February 2013
Wachovia, A Wells Fargo Company December 2009 - March 2011
Wachovia Bank February 2009 - December 2009
Wachovia Bank May 2007 - February 2009
Wachovia Retirement Services February 2006 - May 2007
Pei Wei Asian Diner June 2005 - February 2006
Skills
Series 7, Retirement Planning, Investments, Wealth Management, Portfolio Management, Mutual Funds, Retirement, Asset Allocation, Banking
Education
Georgetown University 2010 — 2010
Executive Certificate in Financial Planning
St. Olaf College 2000 — 2004
B.A., Sociology/Anthropology, Asian Studies
FINRA March 2014 - Present
HSBC February 2013 - February 2014
Merrill Lynch February 2011 - February 2013
Wachovia, A Wells Fargo Company December 2009 - March 2011
Wachovia Bank February 2009 - December 2009
Wachovia Bank May 2007 - February 2009
Wachovia Retirement Services February 2006 - May 2007
Pei Wei Asian Diner June 2005 - February 2006
Skills
Series 7, Retirement Planning, Investments, Wealth Management, Portfolio Management, Mutual Funds, Retirement, Asset Allocation, Banking
Education
Georgetown University 2010 — 2010
Executive Certificate in Financial Planning
St. Olaf College 2000 — 2004
B.A., Sociology/Anthropology, Asian Studies
Brenda Bansemer's Wachovia Retirement Services Experience March 2004 - June 2008
Job Benefits Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2012 - Present
Wells Fargo Institutional Retirement and Trust June 2008 - November 2012
Wachovia Retirement Services March 2004 - June 2008
Wachovia Retirement Services April 2002 - March 2004
Wachovia Retirement Services May 2000 - March 2002
Wachovia Retirement Services March 1997 - May 2000
Skills
Business Analysis, Series 63, Process Improvement, Management, Series 7, 401k, Mutual Funds, Strategic Communications, Sales, Retirement Planning, Employee Benefits, Marketing, Relationship Management, Risk Management, Retirement
Education
Northern Illinois University - College of Business 1988 — 1992
Bachelor of Science (B.S.), Management Information Systems, General
Wells Fargo November 2012 - Present
Wells Fargo Institutional Retirement and Trust June 2008 - November 2012
Wachovia Retirement Services March 2004 - June 2008
Wachovia Retirement Services April 2002 - March 2004
Wachovia Retirement Services May 2000 - March 2002
Wachovia Retirement Services March 1997 - May 2000
Skills
Business Analysis, Series 63, Process Improvement, Management, Series 7, 401k, Mutual Funds, Strategic Communications, Sales, Retirement Planning, Employee Benefits, Marketing, Relationship Management, Risk Management, Retirement
Education
Northern Illinois University - College of Business 1988 — 1992
Bachelor of Science (B.S.), Management Information Systems, General
Patrick McCallister Patrick McCallister's Wachovia Retirement Services Experience May 2004 - January 2009
Job Vice President at Wells Fargo Institutional Retirement & Trust
Industry Financial Services
Experience
Wells Fargo Bank May 2004 - Present
Wachovia Retirement Services May 2004 - January 2009
MetLife Retirement Plans Group 1998 - 2004
CIGNA February 1986 - December 1997
Skills
ERISA, Retirement, Deferred Compensation, 401k, Defined Benefit, Executive Compensation, Pensions, Asset Allocation, Mutual Funds, Investments, Retirement Planning, Strategic Financial..., Series 63, Series 7, Series 6, Investment Advisory, Retirement Plan..., Financial Services
Education
Duquesne University 1981 — 1985
Business, Marketing and Management
Wells Fargo Bank May 2004 - Present
Wachovia Retirement Services May 2004 - January 2009
MetLife Retirement Plans Group 1998 - 2004
CIGNA February 1986 - December 1997
Skills
ERISA, Retirement, Deferred Compensation, 401k, Defined Benefit, Executive Compensation, Pensions, Asset Allocation, Mutual Funds, Investments, Retirement Planning, Strategic Financial..., Series 63, Series 7, Series 6, Investment Advisory, Retirement Plan..., Financial Services
Education
Duquesne University 1981 — 1985
Business, Marketing and Management
Kris Callender's Wachovia Retirement Services Experience January 2004 - July 2005
Job Senior Communications Consultant at ADP
Industry Outsourcing/Offshoring
Experience
ADP June 2013 - Present
Nordstrom October 2012 - May 2013
CAbi, Carol Anderson by invitation January 2011 - January 2012
Worskcape October 2010 - January 2011
Mercer Outsourcing 2009 - October 2010
Fidelity Investments July 2005 - February 2006
Wachovia Retirement Services January 2004 - July 2005
FIIS 1997 - 1999
Federated Investors September 1991 - June 1997
Skills
Marketing, 401k, Series 7, Marketing Communications, Sales, Management, Email Marketing, Public Relations, Marketing Strategy, Integrated Marketing, Internal Communications, Corporate Communications, Direct Marketing, Advertising, Strategic Communications
Education
Duquesne University 1981 — 1985
B/A, Journalism/Marketing
ADP June 2013 - Present
Nordstrom October 2012 - May 2013
CAbi, Carol Anderson by invitation January 2011 - January 2012
Worskcape October 2010 - January 2011
Mercer Outsourcing 2009 - October 2010
Fidelity Investments July 2005 - February 2006
Wachovia Retirement Services January 2004 - July 2005
FIIS 1997 - 1999
Federated Investors September 1991 - June 1997
Skills
Marketing, 401k, Series 7, Marketing Communications, Sales, Management, Email Marketing, Public Relations, Marketing Strategy, Integrated Marketing, Internal Communications, Corporate Communications, Direct Marketing, Advertising, Strategic Communications
Education
Duquesne University 1981 — 1985
B/A, Journalism/Marketing
Ramona Whiteside Ramona Whiteside's Wachovia Retirement Services Experience 2006 - 2007
Job Compliance Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. September 2014 - Present
LPL Financial 2012 - 2014
LPL Financial 2008 - 2012
Wachovia Retirement Services 2006 - 2007
Bank of America 2003 - 2006
Skills
Financial Analysis, Mutual Funds, Securities, Strategic Financial..., Series 7
Education
Belmont Abbey College
Accounting
CPCC Charlotte
Accounting
Raymond James Financial Inc. September 2014 - Present
LPL Financial 2012 - 2014
LPL Financial 2008 - 2012
Wachovia Retirement Services 2006 - 2007
Bank of America 2003 - 2006
Skills
Financial Analysis, Mutual Funds, Securities, Strategic Financial..., Series 7
Education
Belmont Abbey College
Accounting
CPCC Charlotte
Accounting
Anne Macphee Anne Macphee's Wachovia Retirement Services Experience October 2004 - June 2008
Job Systems Analyst at Wells Fargo in Business Banking Technology
Industry Financial Services
Experience
Wells Fargo - Business Banking Technology November 2011 - Present
Wells Fargo Bank - Institutional Retirement and Trust June 2008 - November 2011
Wachovia - Retirement Services October 2004 - June 2008
Duke University Medical Center December 2001 - May 2004
Bonita Software January 2001 - October 2001
Perficient, Inc May 2000 - December 2000
Skills
SDLC, Requirements Gathering, Requirements Analysis, Agile Methodologies, Software Project..., HTML, DHTML, Java, JSP, JavaScript, CSS, Oracle SQL, Sybase SQL Anywhere, UML, XML, Linux, Unix, Visio, Dreamweaver, SharePoint Designer, Quality Center, Edit Plus, Oracle, SQL, Software Documentation, Testing
Education
Florida Institute of Technology 2009 — 2014
Master of Science (M.S.), Information Technology
Information Technology Institute (ITI) 1999 — 2000
Diploma (Private Institution), Applied Information Technology
Dalhousie University 1993 — 1998
Bachelor of Education (B.Ed.), Elementary Education
University of King's College 1991 — 1993
Bachelor of Arts (B.A.), Journalism
Wells Fargo - Business Banking Technology November 2011 - Present
Wells Fargo Bank - Institutional Retirement and Trust June 2008 - November 2011
Wachovia - Retirement Services October 2004 - June 2008
Duke University Medical Center December 2001 - May 2004
Bonita Software January 2001 - October 2001
Perficient, Inc May 2000 - December 2000
Skills
SDLC, Requirements Gathering, Requirements Analysis, Agile Methodologies, Software Project..., HTML, DHTML, Java, JSP, JavaScript, CSS, Oracle SQL, Sybase SQL Anywhere, UML, XML, Linux, Unix, Visio, Dreamweaver, SharePoint Designer, Quality Center, Edit Plus, Oracle, SQL, Software Documentation, Testing
Education
Florida Institute of Technology 2009 — 2014
Master of Science (M.S.), Information Technology
Information Technology Institute (ITI) 1999 — 2000
Diploma (Private Institution), Applied Information Technology
Dalhousie University 1993 — 1998
Bachelor of Education (B.Ed.), Elementary Education
University of King's College 1991 — 1993
Bachelor of Arts (B.A.), Journalism
Sharmila Chatterjee's Wachovia Retirement Services Experience ConsultantWachovia Retirement Services2005 - Present
Job Actuarial Consultant at Wachovia Retirement Services
Industry Financial Services
Experience
Wachovia Retirement Services ConsultantWachovia Retirement Services2005 - Present
Education
University of Illinois at Urbana-Champaign 1987 — 1989
Wachovia Retirement Services ConsultantWachovia Retirement Services2005 - Present
Education
University of Illinois at Urbana-Champaign 1987 — 1989
Kenneth D. Atkinson's Wachovia Retirement Services Experience January 2009 - Present
Job Emerging Markets Relationship Manager
Industry Banking
Experience
Wachovia Retirement Services January 2009 - Present
Wachovia, A Wells Fargo Company 2009 - Present
Wells Fargo Institutional Retirement and Trust 2009 - Present
Wachovia Bank, NA June 2004 - October 2008
Wachovia Bank, NA January 1999 - June 2004
Skills
Sales, Sales Process, Business Planning, Banking, 401k, Sales Operations, Customer Service, Retirement, Mutual Funds, Relationship Management, Wealth Management, Investments, Strategic Consulting
Education
Tuskegee University 1985 — 1989
Bachelor of Science (B.S.), Accounting
Wachovia Retirement Services January 2009 - Present
Wachovia, A Wells Fargo Company 2009 - Present
Wells Fargo Institutional Retirement and Trust 2009 - Present
Wachovia Bank, NA June 2004 - October 2008
Wachovia Bank, NA January 1999 - June 2004
Skills
Sales, Sales Process, Business Planning, Banking, 401k, Sales Operations, Customer Service, Retirement, Mutual Funds, Relationship Management, Wealth Management, Investments, Strategic Consulting
Education
Tuskegee University 1985 — 1989
Bachelor of Science (B.S.), Accounting
Jeannine Salcedo's Wachovia Retirement Services Experience 2002 - 2006
Job Marketing Professional
Industry Financial Services
Experience
Bank of America March 2011 - June 2015
The Hartford 2008 - 2011
MFS Investment Management 2007 - 2008
Fidelity 2006 - 2007
Wachovia Retirement Services 2002 - 2006
Capital Search Group 2000 - 2001
Liberty Funds Group 1999 - 2000
Putnam Investments 1992 - 1999
Skills
Financial Services, Marketing Communications, Corporate Branding, Project Management, Marketing, Direct Mail, Marketing Strategy, CRM, Marketing Management, Digital Marketing, Product Marketing, Social Media Marketing, Integrated Marketing, Market Research, Email Marketing
Education
Bridgewater State University 1984 — 1988
Bank of America March 2011 - June 2015
The Hartford 2008 - 2011
MFS Investment Management 2007 - 2008
Fidelity 2006 - 2007
Wachovia Retirement Services 2002 - 2006
Capital Search Group 2000 - 2001
Liberty Funds Group 1999 - 2000
Putnam Investments 1992 - 1999
Skills
Financial Services, Marketing Communications, Corporate Branding, Project Management, Marketing, Direct Mail, Marketing Strategy, CRM, Marketing Management, Digital Marketing, Product Marketing, Social Media Marketing, Integrated Marketing, Market Research, Email Marketing
Education
Bridgewater State University 1984 — 1988
Kimberly Bradley's Wachovia Retirement Services Experience December 2002 - September 2004
Job Manager, Diversity & Inclusion , Human Resources at TIAACREF
Industry Banking
Experience
TIAA-CREF January 2015 - Present
TIAA-CREF August 2013 - Present
Bank of America, Consumer Banking Services August 2010 - June 2013
Bank of America, eCommerce and Customer Solutions September 2006 - August 2010
Wachovia Securities Financial Network December 2002 - September 2004
Wachovia, Retirement Services December 2002 - September 2004
First Union, Institutional Services June 1999 - December 2002
Adecco June 1998 - July 1999
First Union August 1997 - June 1998
Skills
Management, Integration, Marketing, Relationship Management, Planning, metrics and..., Employee communication..., Creation of onboarding..., Employee satisfaction..., Reward and recognition..., Project management and..., Liason with senior..., Word, Powerpoint,..., Workflow and process..., Employee professional..., Creation and..., Leadership training and..., Business realignments..., Corporate strategic..., Systems, operations and..., Staff and budget..., Business Analysis, Sales, Vendor Management, Portfolio Management, Project Management, Strategy, Program Management, Process Improvement, Business Relationship..., Analysis, Financial Services, Risk Management
Education
Radford University 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Social Work
Radford University 1993 — 1997
Social Work
Patrick County
TIAA-CREF January 2015 - Present
TIAA-CREF August 2013 - Present
Bank of America, Consumer Banking Services August 2010 - June 2013
Bank of America, eCommerce and Customer Solutions September 2006 - August 2010
Wachovia Securities Financial Network December 2002 - September 2004
Wachovia, Retirement Services December 2002 - September 2004
First Union, Institutional Services June 1999 - December 2002
Adecco June 1998 - July 1999
First Union August 1997 - June 1998
Skills
Management, Integration, Marketing, Relationship Management, Planning, metrics and..., Employee communication..., Creation of onboarding..., Employee satisfaction..., Reward and recognition..., Project management and..., Liason with senior..., Word, Powerpoint,..., Workflow and process..., Employee professional..., Creation and..., Leadership training and..., Business realignments..., Corporate strategic..., Systems, operations and..., Staff and budget..., Business Analysis, Sales, Vendor Management, Portfolio Management, Project Management, Strategy, Program Management, Process Improvement, Business Relationship..., Analysis, Financial Services, Risk Management
Education
Radford University 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Social Work
Radford University 1993 — 1997
Social Work
Patrick County
Paul Hartman's Wachovia Retirement Services Experience September 2006 - July 2007
Job Vice President, Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2007 - Present
Wachovia Retirement Services September 2006 - July 2007
Ameriprise Financial 2003 - 2007
Skills
Project Management, Business Analysis, Financial Services, Series 7, Series 63, 401k, Mutual Funds, Leadership, Investments, Retirement Planning, Retirement, Wealth Management
Education
Bethel University 2006 — 2008
BA, Business Management
University of Minnesota-Twin Cities
Wells Fargo July 2007 - Present
Wachovia Retirement Services September 2006 - July 2007
Ameriprise Financial 2003 - 2007
Skills
Project Management, Business Analysis, Financial Services, Series 7, Series 63, 401k, Mutual Funds, Leadership, Investments, Retirement Planning, Retirement, Wealth Management
Education
Bethel University 2006 — 2008
BA, Business Management
University of Minnesota-Twin Cities
Curtis Pryor's Wachovia Retirement Services Experience December 2007 - July 2009
Job Product Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2009 - Present
Wachovia Retirement Services December 2007 - July 2009
SunTrust Bank June 1994 - November 2007
Skills
Retirement, Series 6, Valuation, Series 7, Portfolio Management, Wealth Management, 401k, Asset Allocation, Investments, Defined Contribution, Financial Services, Retirement Planning, Asset Managment, Investment Advisory, Relationship Management, Securities, Investment Strategies, Asset Management, Sports, Sports Marketing
Education
Kalamazoo College 1987 — 1991
Mathematics, Computer Science, Secondary Education
Wells Fargo July 2009 - Present
Wachovia Retirement Services December 2007 - July 2009
SunTrust Bank June 1994 - November 2007
Skills
Retirement, Series 6, Valuation, Series 7, Portfolio Management, Wealth Management, 401k, Asset Allocation, Investments, Defined Contribution, Financial Services, Retirement Planning, Asset Managment, Investment Advisory, Relationship Management, Securities, Investment Strategies, Asset Management, Sports, Sports Marketing
Education
Kalamazoo College 1987 — 1991
Mathematics, Computer Science, Secondary Education
Catherine Dotter's Wachovia Retirement Services Experience May 2006 - December 2009
Job Proposal Coordinator & Project Manager at FPL Energy Services
Industry Utilities
Experience
FPL Energy Services July 2010 - Present
Compass Institutional Marketing September 2009 - July 2010
Wachovia Retirement Services May 2006 - December 2009
Franklin Templeton Investments April 2005 - May 2006
Franklin Templeton Investments March 2003 - April 2005
Franklin Templeton Investments September 2002 - March 2003
Grand Expeditions, LLC May 2001 - August 2002
Institutional Capital September 1994 - February 1999
Skills
Proposal Writing, Team Building, Team Management, Institutional..., Database Administration, Project Coordination, PowerPoint, MS Excel Pivot Tables, Marketing Communications
Education
Dickinson College 1988 — 1992
FPL Energy Services July 2010 - Present
Compass Institutional Marketing September 2009 - July 2010
Wachovia Retirement Services May 2006 - December 2009
Franklin Templeton Investments April 2005 - May 2006
Franklin Templeton Investments March 2003 - April 2005
Franklin Templeton Investments September 2002 - March 2003
Grand Expeditions, LLC May 2001 - August 2002
Institutional Capital September 1994 - February 1999
Skills
Proposal Writing, Team Building, Team Management, Institutional..., Database Administration, Project Coordination, PowerPoint, MS Excel Pivot Tables, Marketing Communications
Education
Dickinson College 1988 — 1992
Cheryl Molitoris's Wachovia Retirement Services Experience 2001 - Present
Job AVP and Trust Officer/Relationship Manager at Wells Fargo Institutional Retirement and Trust
Industry Financial Services
Experience
Wachovia Retirement Services 2001 - Present
Wells Fargo Institutional Retirement and Trust April 2000 - Present
Wachovia 2000 - Present
Skills
Wealth Management, Investments, Defined Benefit, 401k, Pensions, Relationship Management, ERISA, Retirement Plan..., Retirement, Series 63, Mutual Funds, Retirement Planning, Asset Allocation
Education
Southern New Hampshire University
Wachovia Retirement Services 2001 - Present
Wells Fargo Institutional Retirement and Trust April 2000 - Present
Wachovia 2000 - Present
Skills
Wealth Management, Investments, Defined Benefit, 401k, Pensions, Relationship Management, ERISA, Retirement Plan..., Retirement, Series 63, Mutual Funds, Retirement Planning, Asset Allocation
Education
Southern New Hampshire University
Michael T. Upshur's Wachovia Retirement Services Experience June 2008 - November 2009
Job Transition Manager at OneAmerica
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. July 2014 - Present
ASPire Financial Services, LLC March 2013 - July 2014
USI Consulting Group April 2012 - March 2013
EPIC Advisors, Inc. December 2009 - February 2012
Wachovia Retirement Services June 2008 - November 2009
Wachovia August 2006 - June 2008
Towers Perrin October 2005 - August 2006
BISYS Retirement Services January 2004 - September 2005
GoInternet.com August 2003 - January 2004
Vanguard Group January 2001 - August 2003
Skills
Retirement, Project Management, ERISA, 401k, Relationship Management, Management, Leadership, Consulting, Coaching, Public Speaking, Training, Compliance, Microsoft Excel, Defined Contribution, Investments, Risk Management, Mutual Funds, Retirement Planning, Pensions, Analysis, Access, Business Planning, Series 63, Series 6, PowerPoint, Human Resources, Microsoft Word, Microsoft Powerpoint
Education
University of Pennsylvania 1992 — 1996
of Arts and Sciences Bachelors of Arts, International Relations
University City High School 1988 — 1992
Diploma, Mathematics & Sciences Magnet Program
OneAmerica Financial Partners Inc. July 2014 - Present
ASPire Financial Services, LLC March 2013 - July 2014
USI Consulting Group April 2012 - March 2013
EPIC Advisors, Inc. December 2009 - February 2012
Wachovia Retirement Services June 2008 - November 2009
Wachovia August 2006 - June 2008
Towers Perrin October 2005 - August 2006
BISYS Retirement Services January 2004 - September 2005
GoInternet.com August 2003 - January 2004
Vanguard Group January 2001 - August 2003
Skills
Retirement, Project Management, ERISA, 401k, Relationship Management, Management, Leadership, Consulting, Coaching, Public Speaking, Training, Compliance, Microsoft Excel, Defined Contribution, Investments, Risk Management, Mutual Funds, Retirement Planning, Pensions, Analysis, Access, Business Planning, Series 63, Series 6, PowerPoint, Human Resources, Microsoft Word, Microsoft Powerpoint
Education
University of Pennsylvania 1992 — 1996
of Arts and Sciences Bachelors of Arts, International Relations
University City High School 1988 — 1992
Diploma, Mathematics & Sciences Magnet Program
Joshua Sproul's Wachovia Retirement Services Experience May 2002 - February 2006
Job Operations Analyst at Wells Fargo Institutional Retirement & Trust
Industry Financial Services
Experience
Wells Fargo Institutional Retirement & Trust August 2014 - Present
Wells Fargo Institutional Retirement & Trust March 2006 - July 2014
Wachovia Retirement Services May 2002 - February 2006
U.S. Bank August 2001 - March 2002
American Express May 2000 - July 2001
Skills
Mutual Funds, Securities, Financial Services, Account Management, Investments, 401k, Pensions, Retirement Planning
Education
Bethel University 1998 — 2000
Bachelor of Arts Degree, History
Wells Fargo Institutional Retirement & Trust August 2014 - Present
Wells Fargo Institutional Retirement & Trust March 2006 - July 2014
Wachovia Retirement Services May 2002 - February 2006
U.S. Bank August 2001 - March 2002
American Express May 2000 - July 2001
Skills
Mutual Funds, Securities, Financial Services, Account Management, Investments, 401k, Pensions, Retirement Planning
Education
Bethel University 1998 — 2000
Bachelor of Arts Degree, History
Joseph Baier's Wachovia Retirement Services Experience May 2007 - January 2009
Job Operational Risk Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2014 - Present
Wells Fargo/Wachovia January 2009 - October 2014
Responscomm January 2001 - January 2013
Wachovia Retirement Services May 2007 - January 2009
Scoville Meno Auto Plaza May 2002 - April 2007
Scoville Meno Auto Plaza May 1994 - May 2002
Skills
Finance, Banking, Management, Financial Services, Loans, Credit, Wealth Management, Risk Management, Sales, Policy Analysis, Analytics, Financial Risk, Credit Risk, Financial Analysis, Portfolio Management
Education
Binghamton University
Business Management
Broome Community College / SUNY Binghamton
Entrepreneurship and Business Management
Wells Fargo
Employee Benefits (401k)
Wells Fargo October 2014 - Present
Wells Fargo/Wachovia January 2009 - October 2014
Responscomm January 2001 - January 2013
Wachovia Retirement Services May 2007 - January 2009
Scoville Meno Auto Plaza May 2002 - April 2007
Scoville Meno Auto Plaza May 1994 - May 2002
Skills
Finance, Banking, Management, Financial Services, Loans, Credit, Wealth Management, Risk Management, Sales, Policy Analysis, Analytics, Financial Risk, Credit Risk, Financial Analysis, Portfolio Management
Education
Binghamton University
Business Management
Broome Community College / SUNY Binghamton
Entrepreneurship and Business Management
Wells Fargo
Employee Benefits (401k)
Kevin Crotsley's Wachovia Retirement Services Experience 2007 - 2008
Job Director DCIO Retirement Sales at Victory Capital
Industry Financial Services
Experience
Victory Capital 2008 - Present
Wachovia Retirement Services 2007 - 2008
MFS Retirement Services 1997 - 2007
Skills
401k, Mutual Funds, Series 63, Series 7, Retirement Planning, Investments, Asset Allocation, Retirement, Pensions, Financial Advisory, Sales, Financial Services, Asset Management
Education
University of New Hampshire - Whittemore School of Business and Economics
BA, Economics
Victory Capital 2008 - Present
Wachovia Retirement Services 2007 - 2008
MFS Retirement Services 1997 - 2007
Skills
401k, Mutual Funds, Series 63, Series 7, Retirement Planning, Investments, Asset Allocation, Retirement, Pensions, Financial Advisory, Sales, Financial Services, Asset Management
Education
University of New Hampshire - Whittemore School of Business and Economics
BA, Economics
Shirley Weller's Wachovia Retirement Services Experience April 2007 - January 2009
Job Sr. Retirement Analyst at UnitedHealth Group
Industry Investment Management
Experience
UnitedHealth Group May 2013 - Present
Wells Fargo Retirement Services January 2009 - April 2013
Wachovia Retirement Services April 2007 - January 2009
Ameriprise Financial September 1997 - April 2007
American Express 1997 - 2000
Skills
Mutual Funds, Securities, Insurance, Customer Service, Outlook, Trading, Microsoft Excel, Risk Management, Investments, 401k
Education
Bemidji State University 1974 — 1977
Psychology and sociology
UnitedHealth Group May 2013 - Present
Wells Fargo Retirement Services January 2009 - April 2013
Wachovia Retirement Services April 2007 - January 2009
Ameriprise Financial September 1997 - April 2007
American Express 1997 - 2000
Skills
Mutual Funds, Securities, Insurance, Customer Service, Outlook, Trading, Microsoft Excel, Risk Management, Investments, 401k
Education
Bemidji State University 1974 — 1977
Psychology and sociology
LaTonya Johnson (Anthony)'s Wachovia Retirement Services Experience 2008 - 2009
Job Experience Retirement Plans Professional
Industry Financial Services
Experience
Wachovia Retirement Services 2008 - 2009
Wachovia Retirement Services 2004 - 2008
The Newport Group 2002 - 2004
Transamerica Retirement Services 2000 - 2002
Wachovia Retirement Services 1999 - 2000
Wachovia Retirement Services 1997 - 1999
Education
Central Piedmont Community College
Human Resources
Wachovia Retirement Services 2008 - 2009
Wachovia Retirement Services 2004 - 2008
The Newport Group 2002 - 2004
Transamerica Retirement Services 2000 - 2002
Wachovia Retirement Services 1999 - 2000
Wachovia Retirement Services 1997 - 1999
Education
Central Piedmont Community College
Human Resources
Shannon Mabus's Wachovia Retirement Services Experience July 2007 - December 2010
Job Analyst Manager at Wells Fargo Institutional Retirement Technology
Industry Financial Services
Experience
Wells Fargo 2009 - Present
Wachovia Retirement Services July 2007 - December 2010
T Rowe Price 1995 - 2007
Education
Hampden-Sydney College
BA, Political Science, Economics
Wells Fargo 2009 - Present
Wachovia Retirement Services July 2007 - December 2010
T Rowe Price 1995 - 2007
Education
Hampden-Sydney College
BA, Political Science, Economics
Sharmila Chatterjee's Wachovia Retirement Services Experience November 2005 - July 2008
Job Senior Actuarial Consultant at Habif, Arogeti & Wynne,LLP
Industry Accounting
Experience
Habif, Arogeti & Wynne,LLP August 2008 - Present
Wachovia Retirement Services November 2005 - July 2008
Towers Perrin March 2002 - August 2005
Mercer January 1997 - February 2002
Skills
Retirement Plan..., Financial Reporting, Financial Analysis, Enterprise Risk..., Mergers & Acquisitions, Defined Benefit, Pensions, Auditing, Employee Benefits, Accounting, Actuarial Science, Retirement, Valuation, Forecasting
Education
University of Illinois at Urbana-Champaign 1987 — 1988
Master of Science (M.S.), Statistics, 5.0/5.0
Habif, Arogeti & Wynne,LLP August 2008 - Present
Wachovia Retirement Services November 2005 - July 2008
Towers Perrin March 2002 - August 2005
Mercer January 1997 - February 2002
Skills
Retirement Plan..., Financial Reporting, Financial Analysis, Enterprise Risk..., Mergers & Acquisitions, Defined Benefit, Pensions, Auditing, Employee Benefits, Accounting, Actuarial Science, Retirement, Valuation, Forecasting
Education
University of Illinois at Urbana-Champaign 1987 — 1988
Master of Science (M.S.), Statistics, 5.0/5.0
Matt Dellasega's Wachovia Retirement Services Experience July 2001 - August 2002
Job Relationship Manager/Vice President at Wells Fargo Institutional Retirement & Trust
Industry Financial Services
Experience
Wells Fargo Institutional Retirement & Trust August 2002 - Present
Wachovia Retirement Services July 2001 - August 2002
Wachovia Retirement Services June 1999 - July 2001
Skills
Mutual Funds, Portfolio Management, Investments, Equities, Financial Services, Relationship Management, Securities, Fixed Income, Retirement Planning, Financial Markets, 401k, Qualified Retirement...
Education
North Carolina State University 1995 — 1999
Bachelor of Science (BS), Accounting
Wells Fargo Institutional Retirement & Trust August 2002 - Present
Wachovia Retirement Services July 2001 - August 2002
Wachovia Retirement Services June 1999 - July 2001
Skills
Mutual Funds, Portfolio Management, Investments, Equities, Financial Services, Relationship Management, Securities, Fixed Income, Retirement Planning, Financial Markets, 401k, Qualified Retirement...
Education
North Carolina State University 1995 — 1999
Bachelor of Science (BS), Accounting
Lesley Frome's Wachovia Retirement Services Experience 2005 - 2008
Job Lead Accountant Subsidiary Finance at American Physical Th
Industry Accounting
Experience
American Physical Th March 2013 - Present
Wachovia Retirement Services 2005 - 2008
Education
George Mason University 1997 — 2001
Bachelor of Science (B.S.), Mathematics
American Physical Th March 2013 - Present
Wachovia Retirement Services 2005 - 2008
Education
George Mason University 1997 — 2001
Bachelor of Science (B.S.), Mathematics