Wachovia Securities

Industry: Banking company

Description

Wachovia Securities was the trade name of Wachovia's retail brokerage and institutional capital markets and investment banking subsidiaries. Headquarters: St. Louis, Missouri, United States Founded: 2001 Ceased operations: 2009 Parent organizations: Wells Fargo, Wachovia Successors: Wells Fargo Advisors, Wells Fargo

Wachovia Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wachovia Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Wachovia Securities Salaries. You can even request information on how much does Wachovia Securities pay if you want to. Learn about salaries, pros and cons of working for Wachovia Securities directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

2,167 Wachovia Securities employees in database. Find out everything there's to know about Wachovia Securities employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Wachovia Securities Employees

Employee
Years
Job
Industry
Alexander Chadwick Alexander Chadwick Greater Philadelphia Area Details
Alexander Chadwick's Wachovia Securities Experience June 2007 - August 2007
Job Vice President, Private Equity at MainLine Investment Partners
Industry Venture Capital & Private Equity
Experience
MainLine Investment Partners   August 2014 - Present
Emory Alternative Investments Network   May 2008 - Present
Harris Williams & Co.   July 2012 - August 2014
Harris Williams & Co.   June 2009 - July 2012
Emory Center for Alternative Investments   May 2008 - May 2009
Alternative Investments Group   August 2007 - May 2009
Wachovia Securities   June 2007 - August 2007
Senator DeWine   2006 - 2006

Skills
Private Equity, Alternative Investments, Valuation, Hedge Funds, Venture Capital

Education
Emory University - Goizueta Business School   2007 — 2009
BBA, Finance

American University   2006 — 2006
Washington Semester - Economic Policy Program

The College of Wooster   2005 — 2006
Economics and Philosophy

LaKeisha Maxwell, MBA LaKeisha Maxwell, MBA Charlotte, North Carolina Area Details
LaKeisha Maxwell, MBA's Wachovia Securities Experience February 2006 - April 2008
Job Business Associate at Wells Fargo
Industry Banking
Experience
Wells Fargo  May 2012 - Present
MILESTONE COUNSELING SERVICES  July 2010 - May 2011
1-800 Flowers.com  2009 - 2010
UPS Freight  October 2008 - February 2009
Wachovia Securities   February 2006 - April 2008
SunTrust Mortgage  May 2005 - February 2006
Bank of America  1998 - 2005

Skills
Team Building, Human Resources, Business Analysis, Employee Relations, Finance, Visio, Coaching, Recruiting, Business Process..., Leadership

Education
Averett University
Bachelors, Business Administration; management

Strayer University
Graduate Certificate, Business Administration Human Resource Management

Strayer University
Master Business Administration, management

Robyn Lazara Robyn Lazara Greater New York City Area Details
Robyn Lazara's Wachovia Securities Experience June 2004 - October 2006
Job
Industry Publishing
Experience
Everyday Health  December 2011 - May 2012
Everyday Health  November 2009 - December 2011
Solow Realty & Development   September 2008 - March 2009
Morgan Stanley Investment Mgt - Global Risk & Analysis   June 2007 - January 2008
Wachovia Securities   June 2004 - October 2006
Wachovia Securities   June 2004 - June 2006
Morgan Stanley Venture Partners   June 2003 - June 2004
Credit Suisse  March 1999 - April 2002
Donaldson, Lufkin & Jenrette   June 1996 - March 1999

Skills
Market Research, Marketing, Portfolio Management, Social Media, Strategic Planning, Management, Training, Event Management

Education
Fordham Gabelli School of Business   2001 — 2005
MBA

Binghamton University   1992 — 1994
B.A.

Melanie Newton, PMP Melanie Newton, PMP Greater St. Louis Area Details
Melanie Newton, PMP's Wachovia Securities Experience October 2006 - November 2009
Job EBusiness Consultant, VP
Industry E-Learning
Experience
Wells Fargo Advisors, LLC  July 2010 - Present
formerly Wachovia Securities   October 2009 - August 2010
Wachovia Securities   October 2006 - November 2009
A.G. Edwards   March 2005 - October 2006
A.G. Edwards   September 2002 - March 2005
A.G. Edwards   January 2000 - September 2002

Skills
SharePoint, HTML, XML, Dreamweaver, JavaScript, Flash, Photoshop, CMS, Instructional Design, Project Management, E-Learning, ActionScript, Web Development, Web Design, Content Management, CSS, HTML 5, Graphics, Technical Writing, Requirements Gathering, PowerPoint, jQuery, Requirements Analysis, Multimedia, Captivate, Website Development, Mobile Applications, Adobe Creative Suite, PMP, Training, Visio, Newsletters, Editing, SDLC, Software Documentation, Usability, Web Project Management, Financial Services, Agile Methodologies, E-commerce, User Experience, Business Analysis, Usability Testing, Analytics, Web Analytics, User Interface Design, SEO, HTML5

Education
Ashford University   2013 — 2014
Master's degree, Organizational Management, 4.0

Ashford University   2008 — 2010
Bachelor's degree, Organizational Mgmt (Emphasis in Information Technology)

University of Phoenix   2005 — 2007
Information Technology

Bonni Howard Bonni Howard Phoenix, Arizona Area Details
Bonni Howard's Wachovia Securities Experience 2007 - 2009
Job Investor and Tenant Relations
Industry Investment Management
Experience
Healthcare Trust of America, Inc.   March 2015 - Present
Cole Capital  April 2010 - April 2015
2009 Niche Focus Group   February 2009 - December 2009
Wachovia Securities   2007 - 2009
Govig & Associates  2004 - 2007
Coldwell Banker Bros   2001 - 2003
Hypercom  1998 - 2001
Nutrisystem  1992 - 1997

Skills
Cold Calling, Business Development, Management, Sales, Marketing, Recruiting, Public Speaking, Business Planning, Strategy, Training, Human Resources, Negotiation, Public Relations, Sales Operations, Leadership

Education
Bloomsburg University of Pennsylvania   1998 — 1999
Masters of Science in Instructional Technology

Arizona State University
BS, Communications

Jeremy Michael Cerda Jeremy Michael Cerda New York, New York Details
Jeremy Michael Cerda's Wachovia Securities Experience 2004 - 2005
Job Web Architect
Industry Information Technology and Services
Experience
Apigee (APIC)   August 2015 - Present
Freighthouse   September 2014 - Present
Market News International  August 2010 - January 2014
Turn  2014 - 2014
Cerner Corporation  2008 - 2009
Wachovia Securities   2004 - 2005
Ernst & Young  2001 - 2003
Fidelity Investments  2000 - 2001

Skills
Ember.js, User Experience, User Interface Design, Usability, SEO, Web Development, Drupal, PHP, E-commerce, Graphic Design, Advertising, jQuery, Video Production, Marketing Strategy, Mobile Marketing, Brand Development, HTML 5, JavaScript, Linux System..., Debian, OS X, Apache 2, MySQL, Drush, Git, CSS3, Unix Shell Scripting, Bash, Puppet, Vagrant, Responsive Design, Twitter Bootstrap, Adobe Creative Suite, Illustration, Amazon Web Services..., Web Services, Facebook API, Twitter API, Paypal Integration, Rich Media, Music Production, Piano, Bootstrap, Compass, SASS, Python, Node.js, MongoDB, Nginx, Apache

Education
Emerson College   2002 — 2004
B.A. - Visual & Media Arts, Film & Audio/Radio Production

Berklee College of Music   1999 — 2000
Music Business & Management

Kansas City Art Institute   1998 — 1998
Fine and Studio Arts Management

Kansas City Kansas Community College   1996 — 1998
Associate of General Studies, Music Production & Technology

Katie Parkins Katie Parkins Carmel, Indiana Details
Katie Parkins's Wachovia Securities Experience May 2002 - November 2007
Job Vice President Investments, CFP®, WMS at Freed~Parkins Financial Consulting Group of Raymond James
Industry Financial Services
Experience
Freed~Parkins Financial Consulting Group of Raymond James   November 2007 - Present
Wachovia Securities   May 2002 - November 2007

Skills
401k Plan Consulting, Strategic Financial..., College Education..., IRA Rollovers, Roth IRA Conversion, Special Needs Trusts, Estate Planning

Education
Ball State University - College of Business   1997 — 2001
Bachelor of Science (BS), Management Information Systems, General

Tim Bryan CRPC®, APMA® Tim Bryan CRPC®, APMA® Sun City, Arizona Details
Tim Bryan CRPC®, APMA®'s Wachovia Securities Experience January 2001 - August 2003
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2013 - Present
Ameriprise Financial Services, Inc.   May 2009 - Present
Morgan Stanley  August 2003 - May 2009
Wachovia Securities   January 2001 - August 2003

Education
College for Financial Planning   2012 — 2013
CRPC® - (Chartered Retirement Planning Counselor), Retirement Planning

College for Financial Planning   2011 — 2012
APMA® - (Accredited Portfolio Management Advisor), Portfolio Management

Arizona State University   1996 — 2000
BS, Cellular Biology

Shadow Mountain High School   1990 — 1994
High School

Jennifer Kelly Czerwinski Jennifer Kelly Czerwinski Hartford, Connecticut Area Details
Jennifer Kelly Czerwinski's Wachovia Securities Experience July 1999 - March 2007
Job President at Raising Berlin, Inc.
Industry Financial Services
Experience
Raising Berlin, Inc.   January 2013 - January 2015
Wachovia Securities   July 1999 - March 2007

Skills
Portfolio Management, Asset Allocation, Investments, Analysis, High Net Worth..., Wealth Management, Series 7, Sales, Retirement Planning, Mutual Funds, Leadership, Estate Planning, Accounting, 401k

Education
Albertus Magnus College
B.S., Business Management, Business, Management, Marketing, and Related Support Services

University of Connecticut

Jeff Taylor, MBA, CFP® Jeff Taylor, MBA, CFP® Phoenix, Arizona Area Details
Jeff Taylor, MBA, CFP®'s Wachovia Securities Experience October 2000 - June 2005
Job Private Client Advisor at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
Charles Schwab  June 2012 - March 2015
Charles Schwab  November 2009 - June 2012
RSM McGladrey  June 2005 - November 2009
Wachovia Securities   October 2000 - June 2005
Prudential Securities  April 1999 - October 2000

Education
Auburn University   2002 — 2004
MBA, Business

College for Financial Planning
CFP

Galen Niederhauser Galen Niederhauser Washington, North Carolina Details
Galen Niederhauser's Wachovia Securities Experience 2007 - 2008
Job AVP CBO First South Bank My passion is helping business owners with banking solutions. 9404952
Industry Banking
Experience
First South Bank  August 2013 - Present
Culpepper Jones Investment Group of Wells Fargo Advisors, LLC   January 2008 - August 2013
Wachovia Securities   2007 - 2008
Grady White Boats  2006 - 2007

Skills
Building Relationships, Commercial Lending, Commercial Banking, Financial Accounting, Financial Modeling, Financial Risk, Investments, Relationship Management, Finance, Equities, Strategy, Estate Planning, Fixed Income, Long Term Care Insurance, Management, Financial Planners, Accounting, Retirement Planning, Project Planning, Financial Analysis, Series 7, Strategic Financial..., Financial Services, Banking

Education
East Carolina University - College of Business   2006 — 2009
Finance, Financial Services

Appalachian State University   2004 — 2006
Business

Karl W Roelofs Karl W Roelofs Tampa/St. Petersburg, Florida Area Details
Karl W Roelofs's Wachovia Securities Experience July 2006 - October 2008
Job Financial Advisor at Premier Wealth Planning
Industry Financial Services
Experience
Premier Wealth Planning   December 2009 - Present
Old Head Media Group LLC   October 2008 - December 2009
Buzz Beverage Group LLC, DBA BIGGBY Coffee   January 2008 - December 2009
Wachovia Securities   July 2006 - October 2008
JP Morgan Chase  August 2002 - April 2006

Skills
Capital Markets, Treasury Management, Management, 401k Rollovers, Commercial Lending, Credit Analysis, Investments, Loans, Private Equity, Portfolio Management, Retirement, Small Business, Finance, Mortgage Lending, Strategic Financial..., Financial Planning, Retirement Planning, Wealth Management

Education
Albion College   1997 — 2001
Bachelor of Arts, Economics and Management

Birkbeck, University of London   1999 — 1999
Economics

Jennifer Paukner Jennifer Paukner Dallas/Fort Worth Area Details
Jennifer Paukner's Wachovia Securities Experience August 2005 - December 2005
Job Administrative Assistant at Group Services, Inc.
Industry Security and Investigations
Experience
Group Services, Inc.   April 2013 - Present
Texas Health Care Pain Management   December 2009 - April 2013
Sanders Travel Centre  April 2009 - October 2009
Neiman Marcus  August 2005 - February 2009
Neiman Marcus  August 2005 - February 2009
Wachovia Securities   August 2005 - December 2005
Wachovia Securities   August 2004 - January 2005
Abby Office Centers   May 2001 - May 2002
University of Auckland  July 2000 - May 2001

Skills
Customer Service, Sales, Retail, Microsoft Excel, Microsoft Office, Event Planning, Marketing, Project Management, PowerPoint, Coaching, Social Networking, Microsoft Word, Social Media Marketing, Marketing Strategy, Training, Product Development, Outlook, Strategic Planning, Marketing Communications, Online Marketing, Management, Customer Satisfaction, Budgets, Merchandising, Team Building, Public Relations, Event Management

Education
The University of Texas at Arlington   2009 — 2012
Bachelor of Business Administration (B.B.A.), International Business; Spanish

The University of Texas at Arlington   1995 — 2000
Bachelor's degree, International Business

Baylor University
University of Texas at Arlington, International Business

Derrick Hoog Derrick Hoog Greater Nashville Area Details
Derrick Hoog's Wachovia Securities Experience March 2003 - August 2005
Job VP of Client Services at 5by5 Agency
Industry Marketing and Advertising
Experience
5by5 Agency   2014 - Present
The A Group  January 2012 - February 2014
Dave Ramsey - Lampo Group  September 2009 - August 2011
Dave Ramsey - Lampo Group  August 2005 - September 2009
Wachovia Securities   March 2003 - August 2005
Radio Records   June 2000 - October 2002

Skills
Marketing, Branding & Identity, Strategy, Business Development, Management, Leadership, Team Leadership, Sales Process, Project Management, Training, Business Analysis, Marketing Strategy, Process Improvement

Education
Belmont University   1999 — 2001
Bachelor of Business Administration, Music Business

University of Missouri-Columbia   1998 — 1999

James Lupica James Lupica Cleveland/Akron, Ohio Area Details
James Lupica's Wachovia Securities Experience July 1991 - August 2008
Job Member Board of Trustees at Evangel University
Industry Financial Services
Experience
Evangel University  December 2014 - Present
Stratos Wealth Partners  October 2008 - Present
LPL Financial Services  October 2008 - Present
Emerge Counseling Services   1989 - Present
Wachovia Securities   July 1991 - August 2008

Skills
Series 7, Wealth Management, Securities, Investments, Retirement Planning, Wealth, Estate Planning, Retirement, Financial Advisory, Finance, Mutual Funds, 401k, Asset Allocation, Investment Advisory, Small Business, FINRA, Fixed Annuities, Succession Planning, Strategic Financial..., Mergers & Acquisitions, Investment Strategies, Financial Planners, Series 63, Alternative Investments, ETFs, Asset Management, Investment Management, Wealth Management..., IRAs, Portfolio Management, Personal Finance, Series 65, Bonds, Equities, Long-term Care, Financial Services, Life Insurance, High Net Worth..., Pensions, 401k Rollovers, Personal Financial..., Management, Insurance, Financial Analysis, Risk Management, Fixed Income

Education
Baldwin Wallace University   1977 — 1979
MBA, Business Management

Evangel University   1966 — 1970
BBA, Accounting Major/ Business Management& Economis Minor

Amanda Fuentes Amanda Fuentes New York, New York Details
Amanda Fuentes's Wachovia Securities Experience October 2006 - April 2007
Job North America Customer Market Insights & Analytics
Industry Retail
Experience
Walgreens Boots Alliance  September 2013 - Present
J.P. Morgan   February 2011 - January 2013
J.P. Morgan   November 2009 - January 2011
J.P. Morgan   August 2008 - November 2009
J.P. Morgan   January 2008 - August 2008
J.P. Morgan   May 2007 - August 2007
Wachovia Securities   October 2006 - April 2007
J.P. Morgan   May 2006 - August 2006
Citicorp Investment Services  June 2005 - August 2005
Vector Marketing  June 2005 - August 2005

Skills
Capital Markets, Emerging Markets, Strategy, Global Business..., Management, Latin America, Investments, Spanish, Business Strategy, Credit Analysis, International Sales &..., Presentations, Analysis, Economics, Hedge Funds, Bloomberg, Financial Modeling, Trading, PowerPoint, Retail, Market Research, Finance, Alternative Investments, Fixed Income, Credit, Private Banking, Institutional Clients, Research, Microsoft Excel, Networking, Equity Research, Institutional..., Securities, FX Options, Structured Products, Project Finance, Asset Allocation, Financial Analysis, Business Planning

Education
American University
Bachelor's degree, International Business & Finance

American University - Kogod School of Business
BSBA, Finance & International Business

Jack Yurachek Jack Yurachek Charlotte, North Carolina Area Details
Jack Yurachek's Wachovia Securities Experience April 1999 - May 2005
Job SVP Director of Business Initiatives at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  April 2005 - Present
Wachovia Securities   April 1999 - May 2005
First Union Securities  April 1998 - April 1999
Morgan Stanley/Dean Witter  May 1997 - March 1998

Skills
Series 7, Investments, Finance, Mergers & Acquisitions

Education
Appalachian State University   1989 — 1993
BA, Finance and Real Estate

Ken Manning, CWS Ken Manning, CWS Richmond, Virginia Area Details
Ken Manning, CWS's Wachovia Securities Experience 2002 - 2007
Job VP, Financial Products & Services at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow   April 2012 - Present
Scott & Stringfellow  2007 - May 2012
Wachovia Securities   2002 - 2007
Wachovia Securities   2001 - 2002
First Union Securities  2000 - 2001
Learning Tree International  1998 - 2000
Quick & Reilly  1996 - 1998

Education
Wheeling Jesuit University   1988 — 1992
Bachelor of Science (BS), Criminal Justice

American University   1991 — 1991

Gonzaga College High School   1984 — 1988

OLGC (Our Lady of Good Counsel - Vienna, Va)   1978 — 1984

Polina Kremer Polina Kremer Washington, District Of Columbia Details
Polina Kremer's Wachovia Securities Experience December 2005 - August 2006
Job Senior Accounting Analyst at International Monetary Fund
Industry International Affairs
Experience
International Monetary Fund  September 2010 - Present
Northrop Grumman Information Systems  October 2009 - September 2010
National Journal Group - Atlantic Media Company, Inc.   September 2009 - October 2009
Argy, Wiltse & Robinson, P.C.   December 2008 - June 2009
Price Waterhouse Management Consultants  June 2007 - August 2007
Wachovia Securities   December 2005 - August 2006
Morgan Stanley  June 2004 - August 2005

Skills
PeopleSoft, Microsoft Excel, SAP, Quicken, PowerPoint, Outlook, Accounting, Financial Reporting, Tax, Financial Analysis, Auditing, Financial Accounting, Account Reconciliation, General Ledger, QuickBooks, GAAP, Internal Controls, Sarbanes-Oxley Act, Tax Accounting, Income Tax, Analysis, Finance, Social Media, Invoicing, Forecasting, Financial Statements, Payroll, Accounts Receivable, Variance Analysis, Financial Modeling, Fixed Assets, Budgets, Due Diligence, Journal Entries, US GAAP, Managerial Finance, Corporate Tax, Sales Tax, Mergers & Acquisitions, Accounts Payable, Tax Returns, CPA, Internal Audit, Cash Flow, Corporate Finance, SEC filings, International Tax, Cost Accounting, Tax Preparation, Cash Management

Education
American University - Kogod School of Business   2007 — 2010
MSA, Accounting

American University - Kogod School of Business   2003 — 2006
BSBA, Accounting & Finance

Raymond Cuciniello Raymond Cuciniello Greater New York City Area Details
Raymond Cuciniello's Wachovia Securities Experience 1995 - 1997
Job Director of Human Resources at Good Shepherd Services
Industry Human Resources
Experience
Good Shepherd Services  October 2014 - Present
Edelman  February 2014 - October 2014
Edwin Gould Services for Children & Families  May 2010 - February 2014
Senior Human Resources Consultant, Executive Coach and Contract Recruiter   2003 - 2010
Ketchum Public Relations  2000 - 2003
UBS PaineWebber  1998 - 2000
NatWest Markets  1997 - 1998
Wachovia Securities   1995 - 1997
Morgan Stanley  1994 - 1996

Skills
Senior Human Resources..., Talent Acquisition, Organizational..., Employee Relations and..., Executive Coaching, Leadership Development..., Sourcing & Recruiting, Policy Writing, Employee Engagement &..., Management, Public Relations, Human Resources, Sponsorship, Advertising, Performance Management, Employee Benefits, Social Media, Strategy, Training, HRIS, Executive Search, HR Policies, Temporary Placement, Leadership, Leadership Development, Employee Relations, Recruiting, Succession Planning, Talent Management, Strategic Planning, HR Consulting, Labor Relations

Education
Baruch College, City University of New York (CUNY)   1988 — 1991
MBA - Human Resources Management, Leadership Development & Business Strategy

University of Notre Dame   1984 — 1988
BA Psychology, Organizational Behavior & Psychometric Assessment

Fabio Bari Fabio Bari Greater New York City Area Details
Fabio Bari's Wachovia Securities Experience August 2007 - October 2007
Job CRM Manager at Ermenegildo Zegna
Industry Luxury Goods & Jewelry
Experience
Ermenegildo Zegna  August 2013 - Present
Ermenegildo Zegna  May 2012 - August 2013
SDA Bocconi School of Management  October 2010 - December 2011
Louis Vuitton  June 2011 - August 2011
Luxottica  March 2009 - July 2010
Luxottica Group  February 2008 - April 2009
Wachovia Securities   August 2007 - October 2007
Chapdelaine & Co.   May 2006 - August 2006
Smith Barney  May 2005 - July 2005

Skills
Competitive Analysis, CRM, Financial Analysis, Budgets, Management, Forecasting, Product Management, Fashion Design, Business Process..., Sales, Finance, Sales Operations, Marketing, Merchandising

Education
SDA Bocconi   2010 — 2011
MBA, Strategy

Bentley University   2003 — 2007
BS, Finance

University of Vienna   2006 — 2006
International Accounting and Finance

University St. Thomas Acquinas   2005 — 2005
Italian History and Politics

Vicente Ferrera Vicente Ferrera Miami/Fort Lauderdale Area Details
Vicente Ferrera's Wachovia Securities Experience July 2003 - July 2009
Job Managing Director
Industry Investment Management
Experience
Wealth Management Practice   May 2009 - Present
Wachovia Securities   July 2003 - July 2009
Prudential Securities  January 2001 - August 2003
Banco Santander  June 1993 - January 1999
Banco Caracas   August 1988 - June 1993

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Budgets

Education
Baruch College   1999 — 2000
Executive MS Finance, Finance, General

Universidad Católica Andrés Bello   1992 — 1994
Specialization in Coporate Economics, Eapecialization in Corporate Economics

Universidad Santa Maria   1985 — 1990
BS Economics, BS Economics

Harry Hunt Harry Hunt Greater Atlanta Area Details
Harry Hunt's Wachovia Securities Experience April 2002 - April 2009
Job Black Box Resale Services Territory Account ManagerTerritory Account Manager for the states of FL and GA for Blackbox
Industry Telecommunications
Experience
Black Box Resale Services  2014 - 2015
Black Box Resale Services  2014 - 2015
SafeKey Corporation   September 2013 - August 2014
Harry Hunt Consulting   January 2013 - August 2014
Sleep Number by Select Comfort  March 2013 - July 2013
Oak Ridge Financial  April 2009 - January 2013
Wachovia Securities   April 2002 - April 2009
Piper Jaffray  February 1983 - April 2002

Skills
Sales, Business Development, Business Development..., Regional sales manager, District Sales..., Consultants, Market Development, Production Launch, Leadership, Business Planning, Recruiting, Product Marketing, Account Marketing, Direct Sales, Sales Process, Solution Selling, Sales Operations, Telephone Sales, Outbound Sales, Internal sales, Telemarketing, Customer Satisfaction, Cold Calling Experience, Key Account Management, Key Account Development, Key Account..., Salesforce Training, Sales Presentation..., Brokered Sales, Sales Management, Intangible Assets, Visual Merchandising, Contact Management, New Business Development, Sales & Marketing..., Business to Business, Business to Consumer, Team Leadership, Team Building, Microsoft Office, Microsoft Powerpoint, Marketing Strategy, Social Media Marketing, Sales & Marketing, Exceeds Goals, Public Speaking, Networking, Investments, CRM, Time Management

Education
Wharton School of Business   2000 — 2000
CIMA, Certfied Investment Management Analyst, Graduated

Bemidji State University   1978 — 1983
BS, Economics and Business Administration

Scott Accamando Scott Accamando Greater Pittsburgh Area Details
Scott Accamando's Wachovia Securities Experience 2000 - 2002
Job Associate Branch Manager at Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment  June 2015 - Present
Benchmark Financial Advisors   April 2014 - June 2015
Cetera Advisors Network   January 2013 - February 2014
Mid Atlantic Capital Group, Inc.   August 2011 - December 2012
Securities America, Inc.   April 2009 - July 2011
LPL  2002 - 2009
Wachovia Securities   2000 - 2002
Prudential Securities  1998 - 2000
Dean Witter  1996 - 1998

Skills
Investments, Financial Advisory, Recruiting, Series 7, Mutual Funds

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Finance

Allegheny College   1989 — 1993
BA, English

Gateway High School   1986 — 1989

Moon Junior High School

Holly Sharp Holly Sharp Richmond, Virginia Area Details
Holly Sharp's Wachovia Securities Experience September 1996 - May 2008
Job Financial Advisor at Capitol Securities Management, Inc.
Industry Financial Services
Experience
Capitol Securities Management, Inc.   March 2009 - Present
Merrill Lynch  June 2008 - February 2009
Wachovia Securities   September 1996 - May 2008

Education
Appalachian State University   1992 — 1996
BSBA, Cum Laude, Marketing and Psychology

Krizty Hansen Krizty Hansen Dallas/Fort Worth Area Details
Krizty Hansen's Wachovia Securities Experience September 2003 - March 2004
Job Sales Technology Specialist Dr Pepper Snapple Group
Industry Consumer Goods
Experience
Dr Pepper Snapple Group  November 2013 - Present
Dr Pepper Snapple Group  August 2012 - Present
Dr Pepper Snapple Group  January 2012 - August 2012
Freese and Nichols  September 2008 - April 2011
Health Stream   August 2005 - May 2007
SPI  December 2004 - August 2005
Premier Companies  May 2004 - October 2004
Wachovia Securities   September 2003 - March 2004
New Horizons, Computer Learning Center  December 2000 - July 2003
McCain & Co   January 2003 - May 2003

Skills
Customer Service, Leadership, Management, Microsoft Office, Outlook, Recruiting, Team Building, Software Documentation, Sales, SAP, Process Improvement, Accounts Payable, Contract Management, Human Resources, Inventory Management, Invoicing, Lotus Notes, Data Entry, Marketing, Strategic Planning

Education
Belmont University   2000 — 2003
Bachelor of Business Administration, Music Business; Marketing Emphasis

South Plains College   1997 — 2000
Associate Degree, Commercial Music

Ramya Rakkiappan Ramya Rakkiappan Washington D.C. Metro Area Details
Ramya Rakkiappan's Wachovia Securities Experience December 2007 - July 2008
Job Sr Data Warehouse Architect Consultant At US Federal Courts
Industry Information Technology and Services
Experience
Consultant At US Federal Courts   October 2014 - Present
HMSHost  November 2008 - October 2014
Lowe's Companies  June 2008 - October 2008
Wachovia Securities   December 2007 - July 2008
iNautix Technologies  May 2005 - October 2007
Tata Consultancy Services  March 2003 - May 2005

Skills
Microsoft SQL Server, Oracle, PL/SQL, Data Warehousing, Databases, Business Analysis, Business Intelligence, Testing, Java, SSIS, XML, Perl, C#, Unix Shell Scripting, Tomcat, Scrum, Data Modeling, Database Design, Business Objects, Shell Scripting, Autosys, SQL Server 2008, Oracle..., SUSE Linux, AIX,..., Microsoft SSIS..., Microsoft Report..., UNIX Shell Scripting,..., Harvest, RCS,..., X-Manager, I-Planet Web..., TAP, MQ-Series, Hibernate, Log4J,..., Microsoft Visio, UML,..., SQL Server, Eclipse, C, Informatica, Agile Project Management, Database Administration, Data Mining, R, Big Data Analytics, Hadoop, Tableau

Education
University of Maryland University College   2015 — 2017
Master of Science (MS), Data Analytics

Bharathiar University   1998 — 2002
Bachelor Of Engineering, Computer Science

George Mason University
Information Technology

Will Haggerty Will Haggerty Charlotte, North Carolina Area Details
Will Haggerty's Wachovia Securities Experience January 2004 - June 2008
Job Financial Services Professional
Industry Financial Services
Experience
StarCompliance  October 2014 - Present
Wells Capital Management  February 2014 - October 2014
Wells Fargo  June 2010 - February 2014
Wachovia, A Wells Fargo Company  June 2008 - June 2010
Wachovia Securities   January 2004 - June 2008

Skills
Mutual Funds, Retirement Planning, Retirement, Fixed Annuities, Asset Managment, Risk Management, IRAs, Financial Advisory, Financial Services, Variable Annuities, Series 7, Series 63, FINRA, Bonds, Series 6, Securities, Wealth Management, Series 24

Education
University of North Carolina at Charlotte - Belk College of Business   2008 — 2014
MBA, Applied Investment Management

University of North Carolina at Asheville   2001 — 2003
BA, Economics

Auburn University, College of Business   1998 — 2000
BS, Transfer

Rebecca Rosen Rebecca Rosen Washington, District Of Columbia Details
Rebecca Rosen's Wachovia Securities Experience October 2003 - July 2005
Job Vice President, Policy and Government Affairs at Devon Energy
Industry Oil & Energy
Experience
Devon Energy  February 2013 - Present
Romney for President  June 2012 - November 2012
U.S. Senate Committee on Energy & Natural Resources   March 2011 - June 2012
PFC Energy  January 2010 - March 2011
PFC Energy  July 2006 - January 2010
Darby Private Equity (Franklin Templeton Investments)   July 2005 - June 2006
Wachovia Securities   October 2003 - July 2005
The Brookings Institution  January 2003 - August 2003
KPMG Consulting / U.S. Department of Defense   January 2002 - May 2002

Education
American University   1999 — 2003
Bachelor of Arts

Barry White, Ph.D., CFA Barry White, Ph.D., CFA Orlando, Florida Area Details
Barry White, Ph.D., CFA's Wachovia Securities Experience July 1998 - February 2005
Job Senior Investment Analyst, Consultant and Instructor
Industry Investment Management
Experience
CFA Institute  June 2000 - Present
The Newport Group  February 2005 - January 2009
Wachovia Securities   July 1998 - February 2005
Florida Institute of Technology  June 1996 - February 2005
Aegis Financial Advisors   May 1994 - June 1998

Skills
Asset Allocation, Teaching, Financial Analysis, Financial Planning, Financial Markets, Investments, Portfolio Management, Asset Managment, Investment Strategies, Strategic Financial..., Asset Management, Retirement Planning, Financial Modeling, Mutual Funds, Equity Research, Securities, Equities, Valuation, Series 7, Risk Management, Financial Advisory, Finance, Due Diligence, Alternative Investments, Investment Banking, Fixed Income, Investment Advisory, Hedge Funds, Wealth Management, Estate Planning, Equity Valuation, Analysis, Derivatives, Capital Markets, Private Equity, Investment Management, Financial Services, Options, Bonds, Retirement, 401k

Education
Barry University   1996 — 1999
Ph.D., Business with concentration in Finance

North Carolina State University   1975 — 1977
Masters Degree, Mechanical Engineering

North Carolina State University   1971 — 1975
B.S., Mechanical Engineering

Charles K. Miller Charles K. Miller Miami/Fort Lauderdale Area Details
Charles K. Miller's Wachovia Securities Experience February 2003 - June 2004
Job Head of U.S. Private Banking, Senior Vice President, Aventura, Florida at IDB Bank
Industry Investment Management
Experience
IDB Bank  September 2010 - Present
Bank of America - Merrill Lynch Wealth Management  January 2010 - September 2010
Bank of America Private Wealth Management - U.S. Trust   October 2006 - January 2009
Regions, Morgan Keegan Private Bank   June 2004 - October 2006
Wachovia Securities   February 2003 - June 2004
Citibank / Citicorp Investment Services   March 1994 - February 2003
Citizens Federal Bank  November 1989 - March 1994
First Investors Corporation  April 1986 - November 1989

Skills
High Net Worth..., Alternative Investments, Wealth Management, Private Banking, Retirement Planning, Loans, Securities, Wealth, Series 7, Portfolio Management, Investments, Financial Services, Banking, Risk Management, Investment Management, Mortgage Lending, Estate Planning, Finance, Asset Management, Asset Allocation, Fixed Income, Insurance, Equities

Education
Barry University   1994 — 1996
Bachelor's Degree, Finance / Professional Studies

Prabhakar Rings Prabhakar Rings Richmond, Virginia Area Details
Prabhakar Rings's Wachovia Securities Experience September 2007 - August 2008
Job Sr. Consultant at FDA
Industry Information Technology and Services
Experience
FDA  February 2011 - Present
Fannie Mae  April 2010 - December 2010
DFAS  May 2009 - April 2010
Dominion  August 2008 - February 2009
Wachovia Securities   September 2007 - August 2008
Capital One  December 2006 - September 2007
Capital One  February 2003 - November 2006

Skills
Enterprise Architecture, SDLC, Data Warehousing, Business Analysis, Requirements Analysis, Oracle, Business Intelligence, Requirements Gathering, Agile Methodologies, Data Modeling, Visio, SOA, Software Project..., PL/SQL, ETL, Informatica, SQL, Vendor Management, Unix, Weblogic, Microsoft SQL Server, Program Management, Business Process..., SharePoint, Integration, Business Process Design, User Acceptance Testing, Databases, IT Strategy, Database Design, Systems Analysis, Business Process, PMP, Solution Architecture, Oracle E-Business Suite, Business Requirements

Education
Amravati University   1989 — 1993
Bachelor, Computer Science & Engineering

Wasay Syed Wasay Syed Greater Chicago Area Details
Wasay Syed's Wachovia Securities Experience 2007 - 2008
Job Sr. System Engineer(DBA) at Wachovia
Industry Information Technology and Services
Experience
INDIAN ASSOCIATES   November 2008 - Present
INDIAN ASSOCIATES   November 2008 - December 2010
Wachovia Securities   2007 - 2008
JPMChase  2006 - 2007

Education
Deccan College Postgraduate and Research Institute   2002 — 2005
MCA, Computers

Nick Bamossy Nick Bamossy Orange County, California Area Details
Nick Bamossy's Wachovia Securities Experience April 2004 - August 2004
Job Seeking opportunities in Investment Banking
Industry Investment Banking
Experience
GlyEco   May 2013 - August 2013
Axium Partners LLC   May 2013 - July 2013
ASU Innovation Advancement Program - Consulting Clinic   January 2013 - April 2013
Port of Portland  May 2011 - July 2011
Capgemini  January 2008 - August 2008
Gallagher Benefit Services  June 2006 - August 2006
Tau Kappa Epsilon Fraternity  December 2004 - August 2005
Sony Pictures Entertainment  May 2005 - June 2005
Wachovia Securities   April 2004 - August 2004
Ruby's Diner, Inc.   May 2002 - July 2003

Skills
Finance, Change Management, Strategy, Financial Modeling, Financial Analysis, Leadership, Risk Management, Strategic Planning, Management Consulting, Investments, Marketing, Business Strategy, Data Analysis, Consulting, Entrepreneurship

Education
Arizona State University, W. P. Carey School of Business   2012 — 2014
Master of Business Administration (M.B.A.), Finance, Entrepreneurship, 3.73

WHU – Otto Beisheim School of Management   2013 — 2013
The Changing Environment for International Business in Europe

UCLA School of Law   2011 — 2011
J.D., Law

University of Oregon School of Law   2009 — 2011
JD, Law; Business Law Statement of Completion

University of Oxford   2010 — 2010

University of Southern California   2003 — 2007
BA, Social Sciences Psychology

University of Southern California - Marshall School of Business   2003 — 2007
BS, Business Administration, Management and Organization - Leadership Development

University High School (Irvine)   1999 — 2003

Rajesh Raju Rajesh Raju Bound Brook, New Jersey Details
Rajesh Raju's Wachovia Securities Experience February 2008 - December 2008
Job
Industry Wholesale
Experience
SR INTERNATIONAL, INC.   June 2015 - Present
Reliance Granite and Marble   August 2014 - May 2015
Indo American Stone   April 2014 - July 2014
Blue Planet Granite Distribution   January 2009 - March 2014
Wachovia Securities   February 2008 - December 2008

Skills
Marketing Strategy, Marketing, Sales Management, New Business Development, Account Management, Sales, Marketing Communications, Customer Service, Strategic Planning, Product Marketing, B2B, Product Development, Retail, Social Media Marketing, Social Media, Negotiation, Marketing Management, Advertising, Microsoft Office, Business Strategy, CRM, Business Development, Sales Operations, Direct Sales, Pricing

Education
Fairleigh Dickinson University-Metropolitan Campus   2005 — 2007
Master's Degree, Computer Science

Asan Memorial College of Management   2002 — 2005
Master's Degree, Computer Applications

D.G. Vaishnav College   1999 — 2002
Bachelor's Degree, Commerce and Business

Bridget Morris Bridget Morris Charlotte, North Carolina Area Details
Bridget Morris's Wachovia Securities Experience January 2008 - March 2008
Job Business Analyst at Bank of America
Industry Computer Software
Experience
Bank of America  July 2011 - Present
Lowes Companies  July 2009 - July 2011
R J Reynolds Tobacco Company  July 2007 - August 2008
Wachovia Securities   January 2008 - March 2008
Bank of America  January 1986 - January 2005
Collins & Aikman  1978 - 1983

Skills
Visio, SDLC, Business Analysis, Access, Process Mapping, XML, Business Process, Requirements Gathering, Management, Project Management, Software Documentation

Education
Appalachian State University   1974 — 1978
BSBA, Information Systems

Adina Ewing Adina Ewing Greater Seattle Area Details
Adina Ewing's Wachovia Securities Experience October 2004 - January 2008
Job Paraeducator in Autism Spectrum Program at Lakeridge Elementary
Industry Health, Wellness and Fitness
Experience
Renton School District  September 2015 - Present
Samena Swim & Recreation Club  September 2013 - Present
Mercer Island School District - Lakeridge Elementary   September 2013 - 2015
Samena Swim & Recreation Club  April 2010 - August 2013
Samena Swim & Recreation Club  May 2001 - April 2010
Northwest Playground Equipment, Inc.   April 2008 - January 2010
Wachovia Securities   October 2004 - January 2008

Skills
Customer Service, Cpr Certified, Microsoft Word, Team-oriented, Social Networking, Multi-line Phone, Microsoft Excel, 10 Key, New Hire Training, Receptionist Duties, Schedules, Filing, Inventory Management, Outlook, Microsoft Office, Microsoft Publisher, Cashiering, Brochure Production, Bulk Mailing, Proofreading, Fax, Procedure Development, Ordering Office Supplies, Spreadsheets, Preparation Of Reports, Mailing List Management, Contact Management, Autism Spectrum..., General Office Skills, Price Setting, Microsoft Outlook, Right Response

Education
Bellevue Community College   2001 — 2004
Associate of Arts and Sciences (A.A.S.)

Sammamish High School   1998 — 2002

Joel Marquis Joel Marquis Hartford, Connecticut Area Details
Joel Marquis's Wachovia Securities Experience June 2000 - May 2005
Job Associate Director at ORIX Ventures
Industry Venture Capital & Private Equity
Experience
ORIX Ventures   August 2014 - Present
Dingman Center for Entrepreneurship  October 2012 - August 2014
Dingman Center Angels   October 2012 - August 2014
Pegasystems  May 2012 - October 2012
Walnut Venture Associates  May 2011 - June 2012
Consultant  September 2010 - May 2012
Redstar Ventures LLC   April 2011 - August 2011
Sparkplug Communications  September 2007 - August 2010
US Cellular  May 2006 - July 2007
Wachovia Securities   June 2000 - May 2005

Skills
Corporate Finance, Valuation, Venture Capital, Due Diligence, Financial Modeling, Entrepreneurship, Mergers, Financial Analysis, Equities, Investment Banking, Analytics, Business Strategy, Funding, Analysis, Start-ups, Strategic Planning, Forecasting, Market Research, Budgeting, Microsoft Office, Business Acquisition, Acquisition Integration, Private Equity, Strategy, Mergers & Acquisitions, Corporate Development, Budgets

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

The College of William and Mary   1996 — 2000
BBA

Scott Breegle Scott Breegle Latrobe, Pennsylvania Details
Scott Breegle's Wachovia Securities Experience February 2008 - October 2008
Job Senior Analyst Collaboration and SharePoint at Kennametal
Industry Machinery
Experience
Kennametal  October 2013 - Present
Community Care Behavioral Health  October 2012 - October 2013
Continous Learning Group   October 2008 - October 2012
CLG  2008 - October 2012
Wachovia Securities   February 2008 - October 2008
FBR  January 2007 - January 2008

Skills
SharePoint, Sonicwall, Microsoft Office, Windows, SQL Server, Business Analysis, Cisco Call Manager, Desktop Support, HTML, Outlook, Excel, Bloomberg, Customer Service, Active Directory, Microsoft SQL Server, Technical Support, Microsoft Excel, SSRS, SharePoint Designer, Microsoft Office..., CSS Javascript, InfoPath Forms, Workflow, Microsoft Exchange, Project Management, XP, Servers, InfoPath, CRM, Firewalls, Process Improvement, Visio, Microsoft Technologies, Software Development, Access, SQL, Windows Server, IIS, Windows 7, System Administration, Crystal Reports, VMware, Disaster Recovery, jQuery, Enterprise Architecture, CSS, Software Documentation, Cloud Computing, Office 365, JavaScript

Education
Alderson-Broaddus College   2001 — 2005
Bachelors of Science, Computer Science

University of Pittsburgh   2001 — 2001
BS, Computer Science

Greensburg Central Catholic
High School Diploma, General Studies

Alex Rhoads Alex Rhoads Augusta, Georgia Area Details
Alex Rhoads's Wachovia Securities Experience March 1998 - August 2004
Job Sr. Pharmacy Talent Acquisition at Coram Healthcare
Industry Hospital & Health Care
Experience
Coram Healthcare  July 2010 - Present
RXinsider.com   March 2009 - July 2010
HealthCentric   July 2008 - March 2009
AmerisourceBergen  October 2004 - April 2008
Wachovia Securities   March 1998 - August 2004

Education
Augusta State University   2002 — 2002
BBA, Finance

University of Georgia - Terry College of Business

Rick Bonesteel Rick Bonesteel Cleveland/Akron, Ohio Area Details
Rick Bonesteel's Wachovia Securities Experience October 1992 - April 2003
Job Commercial Trucking Insurance
Industry Insurance
Experience
Marvin Johnson & Associates  May 2009 - Present
Transport Insurance Agency   October 2003 - May 2009
Wachovia Securities   October 1992 - April 2003

Skills
Avid tennis player, Boating enthusiast, Commercial Insurance, Legal Liability, Liability, Workers Compensation, Insurance, Property & Casualty..., Customer Service, Strategic Planning, Casualty, Team Building, Umbrella Insurance, Sales, Account Management, Life Insurance, Inland Marine, Commercial Lines, Casualty Insurance

Education
Ashland University
B.S.in B.A., Management, Marketing, Economics

Upper Arlington High School

Lori Chase Lori Chase Greater Atlanta Area Details
Lori Chase's Wachovia Securities Experience February 2006 - August 2009
Job Senior Vice President, Public Relations Director at IBERIABANK
Industry Marketing and Advertising
Experience
IBERIABANK  September 2014 - Present
IBERIABANK  September 2009 - September 2014
Wachovia Securities   February 2006 - August 2009
Wachovia  November 2002 - February 2006
Wachovia  February 2001 - October 2002
Wachovia  February 1995 - February 2001
Northern Trust  September 1988 - May 1995

Skills
Strategic Planning, New Business Development, Financial Services, Business Development, Banking, Marketing, Sales, Marketing Strategy, Advertising, Project Management, Leadership, CRM, Budgets, Social Media, Public Speaking, Management, Mergers, Market Research, Marketing Communications, Public Relations, Non-profits, Process Improvement, Team Building, Business Planning, Training, Event Management, Event Planning, Program Management, Strategy, Press Releases, Product Development, Strategic Communications, Project Planning, Market Planning, Mergers & Acquisitions

Education
Augustana College   1984 — 1988
BA, Business Adminstration, Speech Communication

Augustana College
Bachelor of Arts, Business, Speech Communication

Randall Frey Randall Frey Cleveland/Akron, Ohio Area Details
Randall Frey's Wachovia Securities Experience June 1999 - April 2001
Job Account Executive at StopolES
Industry Plastics
Experience
Stopol, Inc.   October 2011 - Present
Cumberland Diversified Metals   May 2005 - March 2011
USBancorp Investments   May 2002 - April 2005
Wachovia Securities   June 1999 - April 2001
Merrill Lynch  1994 - 1996

Skills
Sales Management, Direct Sales, Product Development, Marketing Strategy, Team Building, Account Management, Team Leadership, Process Improvement, New Business Development, Sales, Automotive, Strategic Planning, Business Development, Business Strategy, Negotiation, Management, Leadership, Customer Service, Marketing, Forecasting, Manufacturing

Education
Baldwin-Wallace College   1996 — 1999
Bachelor of Arts, Finance and Economics

Brooklyn H.S.

Wheaton College

Arvind Prabhakar Arvind Prabhakar Greater San Diego Area Details
Arvind Prabhakar's Wachovia Securities Experience June 2006 - August 2006
Job Strategy & Corporate Development at Qualcomm
Industry Wireless
Experience
Qualcomm  2008 - Present
Citigroup Global Markets, Inc.   2007 - 2008
Wachovia Securities   June 2006 - August 2006
TrialGraphix  2002 - 2005

Skills
Financial Modeling, Competitive Analysis, Finance, Strategy, Mergers, Investment Banking, Business Strategy, Valuation, Due Diligence, Mergers & Acquisitions, Business Development, Investments, Venture Capital, Private Equity, Financial Analysis, Start-ups, Corporate Finance, Entrepreneurship, Strategic Partnerships, Corporate Development, Management Consulting, Emerging Markets, M&A experience, Portfolio Management, Executive Management, Acquisition Integration

Education
University of Virginia Darden School of Business   2005 — 2007
MBA

Auburn University   1995 — 1999
BSBA

Relena Jackson Relena Jackson Richmond, Virginia Area Details
Relena Jackson's Wachovia Securities Experience April 2004 - June 2008
Job Regional Territory Manager
Industry Insurance
Experience
The Rockingham Group  June 2008 - Present
Wachovia Securities   April 2004 - June 2008
Wachovia Securities   November 1997 - April 2004
Signet Trust Company   July 1996 - November 1997
Circuit City  July 1995 - July 1996

Skills
Marketing, Training, Process Improvement, Sales Operations, Management, Program Management, New Business Development, Project Management, Strategy, Sales, Underwriting, Insurance, Sales Management, Customer Service, Business Development, Property & Casualty..., Analysis

Education
Averett University
Bachelors of Science, Business Administration

Douglas Southall Freeman High School
High School Diploma

Mark E. Smith Mark E. Smith Blairsville, Georgia Details
Mark E. Smith's Wachovia Securities Experience July 2004 - October 2006
Job Summa Cum Laude graduate, BS degree in Paralegal Studies; background in Banking, Real Estate, and Financial Securities.
Industry Legal Services
Experience
Legal Shield, Inc.   July 2011 - December 2011
Kaplan University  April 2009 - July 2010
Wachovia Bank  January 2007 - October 2007
Wachovia Securities   July 2004 - October 2006

Skills
Banking

Education
Kaplan University   2009 — 2009
BS, Paralegal Studies

American InterContinental University   2003 — 2004
MBA, General Business

Sam Houston State University   1982 — 1987
BBA, Finance

James Kincaid James Kincaid Richmond, Virginia Area Details
James Kincaid's Wachovia Securities Experience 2008 - 2008
Job Sr IT Asset Manager
Industry Insurance
Experience
Anthem  2009 - Present
Capital One Bank  2008 - 2009
Wachovia Securities   2008 - 2008
Capital One  1999 - 2008
Circuit City  1997 - 1999
Electronic Data Systems  1989 - 1997
New Focus, Here's Life Inner City, Campus Crusade for Christ   1986 - 1989
Andersen Consulting  1983 - 1986

Skills
Vendor Management, SDLC, Business Analysis, Visio, Process Improvement, PMP, Requirements Analysis, SharePoint, Requirements Gathering, Program Management, Project Portfolio..., Enterprise Architecture

Education
University of Richmond   2012 — 2016
Master's degree, Liberal Arts

The George Washington University   1999 — 2003
Masters Certificate, IT Project Management

Baylor University   1979 — 1983
BA, Business / Computer Science

Jennifer Marlowe, RP® Jennifer Marlowe, RP® Greater Chicago Area Details
Jennifer Marlowe, RP®'s Wachovia Securities Experience January 2002 - January 2004
Job Vice President at Wayne Hummer Investments, a Wintrust Wealth Management Company
Industry Financial Services
Experience
Wintrust Wealth Management  July 2011 - Present
Wintrust Wealth Management  May 2005 - August 2011
Wachovia Securities   January 2002 - January 2004
Charles Schwab & Co. Inc   1997 - 2002

Skills
Retirement Planning, Portfolio Management, Investments, Insurance, Series 7, Asset Allocation, Mutual Funds, Banking, Sales, Finance, Wealth Management, Financial Risk, Analysis, Financial Services, Financial Planning

Education
Arizona State University   1995 — 1998
Bachelor of Science (BS), Business Marketing

College for Financial Planning   2010 — 2011
Certificate, Registered Paraplanner

David Tilkin David Tilkin Greater Boston Area Details
David Tilkin's Wachovia Securities Experience March 1997 - March 2000
Job Securities Litigation & Arbitration Expert Witness
Industry Legal Services
Experience
Tilkin Group   April 2006 - Present
SunGard  January 2005 - June 2006
Protegent Inc.   January 2000 - January 2005
Wachovia Securities   March 1997 - March 2000
Smith Barney  January 1984 - March 1997
EF Hutton  October 1979 - January 1984

Skills
Securities, Financial Services, FINRA, Securities Regulation, Risk Management, Arbitration, Capital Markets, Litigation, Litigation Support, Expert Witness, Investments, Securities Litigation, Financial Risk, Mutual Funds, Dispute Resolution, Investment Advisory, Fraud, Private Placements, Portfolio Management, Equities, Fixed Income, Options, Series 7, Corporate Governance, Internal Investigations, Compliance, ETFs, Suitability, Sales Practices, Fixed Annuities, RIA, Variable Annuities, Asset Allocation, Broker-Dealer Compliance, Broker-Dealer, Bonds, Series 63, SEC, Alternative Dispute..., Due Diligence, Financial Regulation, Hedge Funds, Securities Arbitration, Supervison, JAMS, Forensics, Risk, Annuities, REITS

Education
Antioch University   1972 — 1977
BA, Community Organization

Brandeis University, Heller - The Heller School for Social Policy and Management   1980 — 1981
MA, Management

Greg LaVerghetta Greg LaVerghetta Atlanta, Georgia Details
Greg LaVerghetta's Wachovia Securities Experience July 2001 - August 2008
Job Senior Director, Strategic Business Development at HD Supply
Industry Investment Banking
Experience
HD Supply  June 2009 - Present
Wachovia Securities   July 2001 - August 2008
Black & Veatch  January 1994 - July 1999

Education
Emory University - Goizueta Business School   1999 — 2001
MBA, Finance

University of Illinois at Urbana-Champaign   1992 — 1994
MS, Environmental Engineering

Auburn University   1987 — 1992
BS, Civil Engineering

Margaret Clement Margaret Clement Raleigh-Durham, North Carolina Area Details
Margaret Clement's Wachovia Securities Experience July 2002 - October 2004
Job Business Intelligence Manager Harte Hanks, onsite at Cisco
Industry Information Technology and Services
Experience
Cisco Systems  March 2012 - Present
Genworth Mortgage Insurance  January 2010 - June 2011
Modality  November 2007 - January 2010
Credit Suisse  June 2006 - November 2007
Wachovia Bank  October 2004 - June 2006
Silent Uproar   2003 - 2006
Wachovia Securities   July 2002 - October 2004
ClickCulture   February 2001 - June 2002
WomenGamers.Com   May 2000 - November 2000

Skills
Data Analysis, Copywriting, Copy Editing, Project Coordination, Excel, Windows, Mac, Customer Relations, Business Analysis, Content Management, Microsoft Excel, Visio, SQL, Software Documentation, Research, Customer Service, Process Improvement, User Experience, Project Management, Microsoft Office, Analysis, System Administration, Management, Dreamweaver, Photoshop, HTML, Marketing, Team Leadership, Social Networking, Team Management, Salesforce.com

Education
North Carolina State University   1998 — 2001
MA, Modern German History

Appalachian State University
BA, English Literature / German

Rachelle Green Rachelle Green Richmond, Virginia Area Details
Rachelle Green's Wachovia Securities Experience September 2005 - November 2007
Job Client Services
Industry Financial Services
Experience
Edelman Financial Services  November 2007 - Present
Wachovia Securities   September 2005 - November 2007
Andrews Federal Credit Union  April 2004 - August 2005

Skills
Series 7, Series 63, VA Life, Annuity, and..., Client Services, Microsoft Office, Office Administration, Banking, Investments, Securities, Financial Services

Education
Averett University
Bachelor's degree, Business Administration and Management, General

Eileen Bohn Eileen Bohn Santa Maria, California Details
Eileen Bohn's Wachovia Securities Experience January 2004 - October 2006
Job Investor
Industry Financial Services
Experience
Self Employed  AVP - Sr. Registered Client AssociateWells Fargo AdvisorsApril 2008 - June 2014
UBS Finacial Services   August 2007 - April 2008
Warren J Wyrick Insurance   January 2007 - August 2007
Self Employed - Health Insurance Sales   October 2006 - January 2007
Wachovia Securities   January 2004 - October 2006

Education
American Public University   2008 — 2009
Bachelor’s Degree, Business

Evan Nolan Evan Nolan Winchester, Massachusetts Details
Evan Nolan's Wachovia Securities Experience January 2007 - May 2007
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company  March 2014 - Present
New York Life Insurance Company  November 2013 - Present
Update Legal  January 2011 - July 2013
Clutch Legal Staffing  June 2008 - May 2010
Ajilon Legal  February 2008 - June 2008
Wachovia Securities   January 2007 - May 2007
Linkage, Inc.   2005 - 2006
New England Aquarium  June 1995 - August 2002

Skills
Legal Research, Legal Writing, Litigation, Westlaw, Civil Litigation, Courts, Intellectual Property, Document Review, Research, Litigation Support, Lexis, Insurance, Life Insurance, IRA Rollovers, Estate Planning, Legacy Planning, Education Funding..., Problem Solving, Small Business, Succession Planning, Investments, Gifting Strategies, 401k Rollovers, Annuity Sales, Asset Protection, Risk Management

Education
Suffolk University Law School   2002 — 2005
Doctor of Law (JD), International Law

American University   1997 — 2001
B.A., International Service, Latin America and Economic Development

William Kirkland William Kirkland Phoenix, Arizona Area Details
William Kirkland's Wachovia Securities Experience June 2008 - September 2008
Job Senior Consultant at SierraCedar
Industry Information Technology and Services
Experience
Sierra-Cedar  March 2015 - Present
Yelp  June 2013 - March 2015
Yelp.com  May 2011 - June 2013
Kirkland Trading Co.   July 2004 - May 2011
T-Chek Systems / CH Robinson  September 2008 - February 2009
Wachovia Securities   June 2008 - September 2008

Skills
Investments, Equities, Securities, Trading, Technical Analysis, Financial Advisory, Asset Allocation, Financial Analysis, Mobile Advertising, Salesforce.com, Online Advertising, Lead Generation, Marketing, PPC, Facebook, Social Media Marketing, Advertising, Customer Service, Marketing Strategy, Social Networking, Sales

Education
Arizona State University   2001 — 2004
BS, Economics

Arizona State University   2001 — 2004
Bachelor of Science (BS), Economics

Treina Aronson, LMHC Treina Aronson, LMHC Greater Seattle Area Details
Treina Aronson, LMHC's Wachovia Securities Experience March 1999 - May 2005
Job Psychotherapist, Private Practice
Industry Mental Health Care
Experience
Psychotherapy Private Practice  2007 - Present
Highline West Seattle Mental Health   June 2006 - June 2008
Highline Mental Health   February 2006 - May 2006
Women's Department/YWCA   August 2005 - December 2005
Wachovia Securities   March 1999 - May 2005
Cinnabon, Inc.   February 1997 - February 1999

Skills
Individual therapy, Couples therapy, Counseling, Psychology, Mental Health, Life Transitions, Couples, Adults, Wellness, Family Therapy, Mental Health Counseling, Psychotherapy, Group Therapy, Adolescents, Google Groups, Program Development, Therapists, CBT, Mindfulness

Education
Seattle University   2004 — 2006
MA, Psychology - Existential Phenomenology

Antioch University Seattle   2001 — 2004
BA, Psychology; Culture Studies

David Lesser David Lesser Greater New York City Area Details
David Lesser's Wachovia Securities Experience January 2002 - March 2005
Job Sr. Vice President Technology Corporate Services at Raymond James Financial Inc.
Industry Computer Software
Experience
Raymond James Financial Inc.  January 2014 - Present
UBS Financial Services  September 2005 - December 2013
Wachovia Securities   January 2002 - March 2005
Wachovia Securities / Prudential Securities   July 1986 - March 2005

Skills
Fixed Income, Vendor Management, Trading Systems, Financial Services, Portfolio Management, Risk Management, Market Data, Wealth Management, Banking, Business Analysis, SDLC, Asset Managment, Business Intelligence, Finance, IT Strategy, Integration, Management, Software Development, Asset Management

Education
Baruch College, City University of New York (CUNY)   1990 — 1995
MBA, Finance and Information Systems

Vassar College   1982 — 1986
AB, Mathematics and Computer Science

Jessica Montagnino Jessica Montagnino Glen Allen, Virginia Details
Jessica Montagnino's Wachovia Securities Experience January 2003 - January 2005
Job Operations Leader at Wells Fargo Advisors ( Years of service 2001present)
Industry Financial Services
Experience
Wells Fargo Advisors  May 2014 - Present
Wells Fargo Advisors  March 2014 - Present
Wells Fargo Advisors  January 2001 - Present
Wells Fargo Advisors  January 2013 - January 2014
WELLS FARGO ADVISORS/FORMERLY WACHOVIA   January 2008 - January 2013
WELLS FARGO ADVISORS FORMERLY WACHOVIA   January 2006 - January 2008
Wachovia Securities Financial Network  January 2005 - January 2006
WACHOVIA SECURITIES   January 2003 - January 2005
Wachovia Securities Financial Network  January 2001 - January 2003

Skills
Regulatory Requirements, Securities Regulation, Brokerage, Management, Operations Management, Customer Service, Analysis, Banking, Budgets, Call Centers, Event Planning, FINRA, Financial Analysis, Microsoft Office, Negotiation, Process Improvement, Project Management, Public Speaking, Quality Assurance, Risk Management, Team Building, Vendor Management

Education
42
Diploma

Edward Simpson MBA, PhD Edward Simpson MBA, PhD Elk Grove, California Details
Edward Simpson MBA, PhD's Wachovia Securities Experience December 2001 - May 2006
Job Investment Consultant at Western International Securities
Industry Financial Services
Experience
Western International Securities  February 2012 - Present
LPL  September 2007 - February 2012
Morgan Stanley  May 2006 - September 2007
Wachovia Securities   December 2001 - May 2006
Edward Jones  August 1997 - December 2001
US Army  1990 - 1997

Skills
Investments, Economics, Risk, Small Business, Savings, Series 7, Investment Strategies, Investment Advisory, Asset Allocation, Retirement Planning, Alternative Investments, Mutual Funds, Financial Advisory, Financial Planning, Wealth Management, Securities, Annuities, 401k, Fixed Income, Equities, Portfolio Management, Retirement, Bonds, Series 63, Asset Management, Stocks, Wealth, IRA's, Insurance, Estate Planning, Options, Risk Management, ETFs, Financial Markets, Asset, Strategic Financial..., FINRA, Finance, Financial Services, Wealth Management..., Banking, Separately Managed..., Uniform Combined State...

Education
ISMF   2004 — 2007
PhD, Economics

Munich Business School   1992 — 1994
MBA, International Business

CVHS   1987 — 1990

Bryan Chalk Bryan Chalk Glen Allen, Virginia Details
Bryan Chalk's Wachovia Securities Experience August 2000 - June 2008
Job REALTOR, ABR, SRS, ePro at Napier ERA
Industry Real Estate
Experience
Napier Realtors ERA  February 2014 - Present
Skye Bruce Properties   June 2013 - February 2014
Maxim Group  January 2012 - August 2012
Ticonderoga Securities   August 2009 - January 2012
Collins Stewart  June 2008 - August 2009
Wachovia Securities   August 2000 - June 2008
Deutsche Bank Securities  1998 - 2000
Legg Mason  1993 - 1996

Skills
Sales, Real Estate, First Time Home Buyers, Short Sales, Relocation Buyers, Buyer's Agent, Seller Representation, Realtor Relations, ePro Certified, Investment Properties, National Association of..., Investments, Foreclosures, Sellers, Single Family Homes, Buyer Representation, Accredited Buyer Rep

Education
University of Baltimore   1996 — 2000
Bachelor of Science (BS), Finance

Anne Arundel Community College   1993 — 1996
Associate of Arts (AA), Business

Randy Darden Randy Darden Charlotte, North Carolina Details
Randy Darden's Wachovia Securities Experience 1988 - 2008
Job SVP, Affluent Director, Wells Fargo Wealth Brokerage Services
Industry Financial Services
Experience
Wells Fargo  2008 - Present
Wells Fargo Advisors, LLC  1995 - Present
Wells Fargo  July 1988 - Present
Wachovia Corporation  1988 - Present
Wachovia Bank  1988 - Present
Wells Fargo (Wachovia)   1988 - Present
Wachovia / Wells Fargo  1988 - Present
Wachovia Securities   1988 - 2008

Skills
Investments, Series 7, Wealth, Wealth Management, Financial Services

Education
Auburn University   1984 — 1988
BS, Marketing

Christopher Mandeville, CFA Christopher Mandeville, CFA Greater New York City Area Details
Christopher Mandeville, CFA's Wachovia Securities Experience February 2006 - May 2006
Job Sr. Equity Research Associate at Jefferies
Industry Investment Banking
Experience
Jefferies & Company  August 2013 - Present
Canaccord Genuity Inc.  December 2010 - August 2013
Columbia Management  September 2008 - December 2010
Wachovia Securities   February 2006 - May 2006

Skills
Fixed Income, Bloomberg, Equity Research, Financial Modeling, Oil & Gas Exploration, Consumer Goods, Equity Valuation, Investments, Series 7, Microsoft Excel, Due Diligence, Series 63, Finance, Financial Markets

Education
Bentley University   2003 — 2007
BS, Finance

Suffolk University Madrid   2005 — 2006
Spanish

Jason Hornberger Jason Hornberger Reading, Pennsylvania Area Details
Jason Hornberger's Wachovia Securities Experience April 2008 - August 2008
Job Business Banking Officer at M&T Bank / jhornberger@mtb.com
Industry Financial Services
Experience
M&T Bank  July 2012 - Present
Prudential Homesale Services Group  March 2009 - February 2014
Griffin Financial Group  April 2009 - July 2012
SMG / Sovereign Center   September 2006 - June 2011
Wells Fargo Financial  January 2009 - March 2009
Wachovia Securities   April 2008 - August 2008
Sentry Abstract Company   May 2006 - August 2007
Reading Phillies  2002 - 2005

Skills
Microsoft Excel, Accounting, Microsoft Word, Financial Analysis, Microsoft Office, PowerPoint, Banking, Finance, Financial Services, Marketing, Analysis, Loans, Financial Modeling, Credit, Mergers & Acquisitions, Sales, Investments

Education
Alvernia University   2015 — 2016
Masters In Business Administration

Shippensburg University of Pennsylvania   2005 — 2008
B.S.B.A., Finance, Economics

Nancy Ambrose Nancy Ambrose Greater Chicago Area Details
Nancy Ambrose's Wachovia Securities Experience September 2006 - August 2008
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  August 2013 - Present
Raymond James  December 2011 - June 2013
Fifth Avenue Advisors LLC   October 2011 - December 2011
Nature's Select  January 2011 - August 2011
Concert Wealth Management, Inc.   December 2009 - August 2010
Morgan Stanley Smith Barney  August 2008 - December 2009
Wachovia Securities   September 2006 - August 2008
Nature's Select  August 2003 - August 2006

Education
Arizona State University   2002 — 2006
Bachelor of Science, Business Administration

Duane Meyer Duane Meyer Overland Park, Kansas Details
Duane Meyer's Wachovia Securities Experience 2007 - May 2010
Job at
Industry Information Technology and Services
Experience
Charter Communications  March 2015 - Present
Sprint  July 2014 - September 2014
Bank of America  January 2013 - June 2014
Amazon.com  January 2011 - April 2012
USTRANSCOM with RTGX   2009 - January 2011
Wachovia Securities   2007 - May 2010
Wachovia Corporation  2007 - March 2009
A.G. Edwards   August 2000 - October 2007
A.G. Edwards & Sons   2000 - October 2007
Performics  October 1998 - August 2000

Skills
Perl, TCP/IP, Apache, SharePoint, Troubleshooting, Python, Programming, Architectures, C++, Windows, Weblogic, SOAP, Data Center, Requirements Analysis, Networking, Integration, Technical Support, Disaster Recovery, Architecture

Education
Missouri State University   1994 — 1998
Bachelor of Science (BSc)

Minnesota State University, Mankato   1988 — 1991
N/A

University of Borås

Leslie Hersh Leslie Hersh United States Details
Leslie Hersh's Wachovia Securities Experience August 2005 - September 2006
Job
Industry Leisure, Travel & Tourism
Experience
Simon Pearce  June 2010 - December 2011
Vectrix Corporation  September 2007 - July 2009
Park City Chamber/Bureau  September 2006 - August 2007
Wachovia Securities   August 2005 - September 2006
Marriott Hotels  July 2002 - January 2005

Skills
Sales Management, Account Management, Sales, Training, New Business Development, Marketing Strategy, Strategic Planning, Leadership, Public Relations, Customer Service

Education
University of Utah College of Education   1997 — 2000
Masters of Education

University of Utah
BA, Psychology

John J. White John J. White Louisville, Kentucky Area Details
John J. White's Wachovia Securities Experience 1994 - 2002
Job Partner at Todd Asset Management
Industry Investment Management
Experience
Todd Asset Management, LLC  August 2002 - Present
Wachovia Securities   1994 - 2002
Morgan Stanley Smith Barney  March 1987 - March 1994

Skills
Investments, Asset Management, Equities, Asset Allocation, Investment Strategies, Investment Management, Hedge Funds, Investment Advisory, Mutual Funds, Series 63, Wealth Management, Financial Modeling, Portfolio Management, Alternative Investments, Series 7

Education
Baruch College, City University of New York (CUNY)   1986 — 1988
MBA, Finance

Boston College - Wallace E. Carroll Graduate School of Management   1979 — 1982
BS, Finance

Sean Hirshberg Sean Hirshberg San Antonio, Texas Area Details
Sean Hirshberg's Wachovia Securities Experience June 2004 - April 2007
Job Project Manager at Pearson Assessments
Industry Education Management
Experience
Pearson  July 2010 - Present
The Dinner Garden   August 2008 - June 2013
State of Illinois  December 2008 - June 2009
Bast Services, Inc.   December 2008 - May 2009
Olmstead Associates  April 2007 - December 2008
Stanford Group Company  2007 - 2008
Wachovia Securities   June 2004 - April 2007
Scott & Stringfellow  March 2000 - June 2004

Skills
Financial Services, Vendor Management, Management Consulting, Process Improvement, Nonprofits, Program Management, Leadership, Business Analysis, Management, Business Process..., Change Management, Project Management, SDLC, Cross-functional Team..., Software Project...

Education
Benedictine University   2006 — 2008
International Business

University of Maryland University College
Bachelor's degree, Computer Science

Reshma Chandni Reshma Chandni Greater New York City Area Details
Reshma Chandni's Wachovia Securities Experience June 2006 - August 2006
Job Associate Marketing Manager, Carnation Breakfast Essentials
Industry Marketing and Advertising
Experience
Nestle S.A.   December 2014 - Present
Post Foods  October 2013 - December 2014
Post Foods  November 2011 - October 2013
Post Foods  June 2009 - November 2011
Kraft Foods  May 2008 - August 2008
Kraft Foods  May 2007 - August 2007
Wachovia Securities   June 2006 - August 2006

Skills
Shopper Marketing, Consumer Products, Advertising, Brand Management, Competitive Analysis, Marketing

Education
Fairleigh Dickinson University   2011 — 2013
MBA, Marketing

Bentley University   2005 — 2009
Marketing

Amanda Sorenson Amanda Sorenson Greater Minneapolis-St. Paul Area Details
Amanda Sorenson's Wachovia Securities Experience May 2007 - August 2008
Job Senior Account Executive, Client Services / Insights Analyst
Industry Marketing and Advertising
Experience
BestMark, Inc.   October 2009 - Present
BestMark, Inc.   November 2009 - June 2011
Modern Survey  May 2008 - October 2008
Wachovia Securities   May 2007 - August 2008

Skills
Market Research, Advertising, Online Advertising, New Business Development, Teamwork, Program Management, Social Media, Marketing, Strategic Planning, Leadership, Research, PowerPoint, Project Management, Customer Service, Microsoft Office

Education
Augsburg College   2005 — 2009
Bachelor of Arts (BA), Marketing and Business Administration

Kris Passons Kris Passons Chattanooga, Tennessee Area Details
Kris Passons's Wachovia Securities Experience March 2007 - June 2008
Job President at Pro Wealth Advisors, LLC
Industry Financial Services
Experience
Pro Wealth Advisors, LLC   January 2010 - Present
Next Financial  June 2008 - December 2009
Wachovia Securities   March 2007 - June 2008
Merrill Lynch  September 2004 - March 2007
Broad Street Machine Co., Inc   September 1999 - September 2004

Skills
Finance, Investments, Business Planning, Wealth Management, Asset Management, Strategic Financial..., Portfolio Management, Investment Advisory, Investment Strategies, Customer Service, Equities, Financial Analysis, Financial Planning, Insurance, Mutual Funds, Retirement Planning, Risk Management, Series 63, Series 7

Education
Auburn University   1995 — 1999

Prasad Yaddanapudi Prasad Yaddanapudi Herndon, Virginia Details
Prasad Yaddanapudi's Wachovia Securities Experience 2008 - 2010
Job DW Development Expert at Amdocs
Industry Telecommunications
Experience
Amdocs  September 2014 - Present
Capital One  June 2014 - August 2014
Arch Insurance Group  April 2014 - May 2014
Wells Fargo  October 2013 - January 2014
Fannie Mae  January 2012 - September 2013
Markel Corporation  November 2010 - January 2012
Wachovia Securities   2008 - 2010
hp  September 2006 - February 2008
Hewlett-Packard  September 2006 - January 2008

Skills
SQL Server 2008 DBA /..., SSIS, SSRS, ETL, Database Management, SQL Server, Data Warehousing, Databases, T-SQL, Database Design, SQL, Microsoft SQL Server, SDLC, Database Admin, VB.NET, SharePoint, XML, Performance Tuning

Education
Osmania University   1995 — 1998
MCA, Computer Science

Andhra University   1992 — 1995
B.Sc, Computer Science

Anna Eberman Anna Eberman Greater Philadelphia Area Details
Anna Eberman's Wachovia Securities Experience December 2005 - June 2006
Job RFP Specialist International Marketing Services at Vanguard
Industry Financial Services
Experience
Vanguard  January 2014 - Present
Vanguard  October 2010 - Present
Vanguard  June 2006 - November 2010
Wachovia securities   December 2005 - June 2006

Skills
Management, Series 63, Investments, Trading, Mutual Funds, Bloomberg, Leadership, Risk Management, Microsoft Excel, Finance, Equities, Series 7, Mothers, Economics, Financial Services, Process Improvement, Fixed Income, Securities, CRM, Financial Analysis, Fundraising, Parenthood, Business Analysis, Derivatives, Financial Modeling, Relationship Management, MS Office, Cognos, Thompson One, Microsoft Office, Asset Management

Education
Pennsylvania State University-Great Valley Graduate Center   2008 — 2010
MBA, Business and Finance

Arcadia University   2002 — 2006
Bachelor of Science in Business Administration, Finance, with a Minor in Economics

Matthew Wooten Matthew Wooten Greater New York City Area Details
Matthew Wooten's Wachovia Securities Experience April 2008 - February 2009
Job Equity Research Analyst at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management - EverKey Global Equity   November 2013 - Present
Robert W. Baird & Co.   February 2009 - November 2013
Wachovia Securities   April 2008 - February 2009
Legg Mason  February 2005 - April 2008
Smith Barney  May 2002 - February 2005

Skills
Series 7, Equities, Investments, Portfolio Management, Bloomberg, Financial Modeling, Hedge Funds, Valuation, Asset Management, Capital Markets, Equity Research

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2003 — 2003
MS, Global Financial Analysis

Bentley University   1998 — 2002
BS, Finance

Clint Fendley Clint Fendley Dallas/Fort Worth Area Details
Clint Fendley's Wachovia Securities Experience 2000 - 2006
Job VPFinancial Planning & Analysis | Strategy Development | Investor Relations | MBA, CPA
Industry Financial Services
Experience
7-Eleven  September 2015 - Present
NewBridge Group, Inc.   2013 - 2015
Davenport & Company LLC  2006 - 2013
Wachovia Securities   2000 - 2006
i2 Technologies  1997 - 1998
Price Waterhouse  1993 - 1997

Skills
Analytical Skills, Strategic Planning, Due Diligence, Investment Research, Corporate Communications, Financial Modeling, Valuation, Financial Analysis, Mergers & Acquisitions, Business Development, Portfolio Management, Equity Research, Technical Writing, Financial Accounting, Project Management, Finance, Public Speaking, Start-ups, Corporate Development, Small Business, Accounting, Hedge Funds, Budgets, Equities, Capital Markets

Education
Vanderbilt University - Owen Graduate School of Management   1998 — 2000
MBA, Finance

Abilene Christian University   1989 — 1993
BBA, Accounting

Kimberly Zeitvogel Kimberly Zeitvogel Charlotte, North Carolina Area Details
Kimberly Zeitvogel's Wachovia Securities Experience May 2000 - April 2003
Job CFO at Chapter IV Investors, LLC
Industry Financial Services
Experience
Chapter IV Investors, LLC   September 2006 - Present
a Distressed Debt Securitization and Management Firm   April 2003 - September 2006
Wachovia Securities   May 2000 - April 2003
AAA Carolinas  August 1997 - May 2000
Arthur Andersen & Co.   August 1993 - August 1997

Skills
Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Accounting, Mergers, Corporate Finance, Managerial Finance, Risk Management, Due Diligence, Investments, Cash Management, Finance, Mergers & Acquisitions, Valuation

Education
Appalachian State University
Bachelor of Science (BS), Accounting & Finance

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

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

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

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

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

Sweet Home   1978 — 1981

Ganesha Thatapura Ganesha Thatapura Greater Chicago Area Details
Ganesha Thatapura's Wachovia Securities Experience May 2004 - Present
Job Data Architect at The Nielsen Company
Industry Information Technology and Services
Experience
The Nielsen Company  August 2009 - Present
Wachovia Securities   May 2004 - Present
Wachovia Secutities  September 1999 - May 2004
Greenbrier & Russel  April 1997 - May 2004
Sears Holdings Management Corporation  December 1998 - August 1999
Lands' End  May 1997 - October 1998
MCI  January 1994 - March 1997
Complete Business Solutions, Inc  December 1991 - March 1997
MPACT  January 1992 - July 1993
Tata Consultancy Services  February 1989 - December 1991

Education
Indian Institute of Technology, Madras   1987 — 1989
MTech, Control Systems

Bangalore University   1982 — 1987
BE, Electrical Power and Electronics

David Kwon David Kwon Greater New York City Area Details
David Kwon's Wachovia Securities Experience April 2007 - July 2008
Job Equity Research Vice President
Industry Financial Services
Experience
SunTrust Robinson Humphrey  April 2013 - Present
CLSA Asia-Pacific Markets Credit Agricole Securities (USA) Inc.   August 2008 - April 2013
Wachovia Securities   April 2007 - July 2008
Banc of America Securities  December 2004 - February 2007
Credit Suisse First Boston  December 1999 - June 2002
Salomon Smith Barney  June 1998 - November 1999

Skills
Financial Modeling, Equity Research, Valuation, Equities, Investments, Bloomberg, Portfolio Management, Corporate Finance, Financial Analysis, Investment Strategies, Fixed Income, Hedge Funds, Private Equity, Equity Valuation, Securities, Derivatives, Emerging Markets, Investment Banking, Alternative Investments, Capital Markets, Bloomberg Terminal, Financial Markets

Education
Baruch College, City University of New York (CUNY)   1994 — 1998
BBA, Finance

Stuyvesant High School

Darrian Peters Darrian Peters Washington D.C. Metro Area Details
Darrian Peters's Wachovia Securities Experience October 1998 - October 2007
Job Sr. Instructor/Writer at United States Army Reserve
Industry Military
Experience
United States Army Reserve  October 1993 - Present
United States Army  October 2007 - October 2009
Wachovia Securities   October 1998 - October 2007

Skills
Outlook, Visio, Microsoft Excel, Spreadsheets, Access, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Data Entry, Office Management, SharePoint, Event Planning, Software Documentation, Government

Education
American InterContinental University   2003 — 2007

Rob Jackman Rob Jackman Portland, Oregon Area Details
Rob Jackman's Wachovia Securities Experience August 2005 - March 2012
Job Financial Consultant at Jackman Wealth Management, LLC.
Industry Investment Management
Experience
Jackman Wealth Management, LLC.   October 2009 - Present
Wachovia Securities   August 2005 - March 2012

Education
Arizona State University - W. P. Carey School of Business   1995 — 1997
MBA, Finance

University of Oregon - Charles H. Lundquist College of Business   1984 — 1991

Shannon Fales Shannon Fales New York, New York Details
Shannon Fales's Wachovia Securities Experience June 2006 - August 2006
Job Senior Operations Manager at NYC Department of Buildings
Industry Public Policy
Experience
NYC Department of Buildings  August 2015 - Present
NYC Department of Buildings  November 2014 - August 2015
Office of Management and Budget, NYC   December 2013 - November 2014
Office of Management and Budget, NYC   December 2012 - November 2013
Real Estate Board of New York  December 2007 - December 2012
Girls Write Now  September 2008 - June 2009
Times Beacon Record Newspapers  September 2007 - November 2007
Institute of Reading Development  May 2007 - August 2007
Harris Interactive  June 2006 - August 2006
Wachovia Securities   June 2006 - August 2006

Skills
Public Policy, Writing, Research, Policy Analysis, Government Affairs, Legislation, Government Relations, Social Media, Event Planning, Community Outreach, Strategic Communications, Coalition Building, Government, Nonprofits, Economic Development, Politics, Coalitions, Policy, Public Speaking, Political Campaigns

Education
City University of New York-Baruch College   2009 — 2011
MPA, public policy analysis and evaluation

University of Rochester   2002 — 2007
BA, Economics and Political Science

Joe Siu Joe Siu Irvine, California Details
Joe Siu's Wachovia Securities Experience January 2002 - May 2006
Job Senior Vice President Equity Manager LIHTC Equity Originations
Industry Real Estate
Experience
B of A - Tax Credit Equity Investments   May 2006 - Present
Wachovia Securities   January 2002 - May 2006
Edison Capital  September 1993 - June 2001

Education
Baylor University - Hankamer School of Business   1992 — 1993
Master of Business Administration (MBA)

University of Southern California   1988 — 1992

Sonya M. Edwards, MBA Sonya M. Edwards, MBA Charlotte, North Carolina Area Details
Sonya M. Edwards, MBA's Wachovia Securities Experience February 2008 - February 2009
Job Sr. Technical Analyst at Wells Fargo Advisors, LLC
Industry Information Technology and Services
Experience
Wells Fargo Advisors, LLC  October 2009 - Present
Regal Worldwide Consulting Group, LLC   November 2002 - Present
Wachovia Securities   February 2008 - February 2009
Metavante Corp.  December 2005 - February 2007
BETA Systems  1987 - 2006
The Thomson Corporation  March 1997 - December 2005

Skills
Business Analysis, Business Strategy, Collaboration, Project Management, Business Planning, Visio

Education
Alverno College   2000 — 2004
BA, Business Administration

Cardinal Stritch University   1998 — 2001
MBA, Information Technology

Frank Thiemonge Frank Thiemonge Greater Chicago Area Details
Frank Thiemonge's Wachovia Securities Experience May 2005 - August 2005
Job Senior Developer at ArrowStream
Industry Computer Software
Experience
ArrowStream  December 2013 - Present
Thiemonge Software Consulting, Inc.   September 2006 - December 2013
Greenbrier and Russel  August 2005 - September 2006
Wachovia Securities   May 2005 - August 2005
Greenbrier and Russel  February 2004 - May 2005
WorldTravel BTI  November 1999 - February 2004
Hewitt Associates, LLC  June 1997 - November 1999
Ogden Government Services  September 1994 - August 1995

Skills
.NET, Microsoft SQL Server, C#, T-SQL, ASP.NET MVC, ASP.NET, AngularJS, KnockoutJS, Requirements Gathering, Scrum, Agile Methodologies, JIRA, Test Driven Development, Git, Software Design, Software Development, SDLC, SSIS, Database Design, jQuery, Testing, T-SQL Stored Procedures, SQL, Software Documentation, JavaScript, SSRS, Databases, Data Warehousing, Business Analysis, Architecture, Data Modeling, TFS, Web Development, Web Applications, Application Architecture

Education
Kansas State University   1995 — 1997
Master of Science, Mathematics

Auburn University at Montgomery   1991 — 1994
Bachelor of Science, Mathematics

Moshe Schreiber Moshe Schreiber Greater New York City Area Details
Moshe Schreiber's Wachovia Securities Experience June 2007 - October 2008
Job Operations Manager at Rite Lite Ltd
Industry Consumer Goods
Experience
Rite Lite Ltd   April 2010 - Present
CTA Digital  February 2009 - February 2010
Laterman & Co   November 2007 - November 2009
Wachovia Securities   June 2007 - October 2008

Education
Baruch College, City University of New York (CUNY)   2005 — 2008

Baruch College, City University of New York (CUNY)   2005 — 2008
MBA, Finance

Eric Caskey Eric Caskey Kansas City, Missouri Area Details
Eric Caskey's Wachovia Securities Experience Airline Pilot/First OfficerAmerican AirlinesMay 2001 - October 2001
Job Financial Advisor at Wachovia Securities
Industry Financial Services
Experience
Wachovia Securities   Airline Pilot/First OfficerAmerican AirlinesMay 2001 - October 2001
United States Navy  August 1990 - February 2001

Education
Baker University   2004 — 2006
MBA

The University of Kansas   1986 — 1990
BA, Political Science/Economics

Scott Prohaska Scott Prohaska Richmond, Virginia Area Details
Scott Prohaska's Wachovia Securities Experience 2004 - December 2008
Job Web Development Contractor at Helios Portal, LLC
Industry Information Technology and Services
Experience
Helios Portal, LLC   June 2009 - Present
Fahrenheit Technology  April 1998 - January 2009
Wachovia Securities   2004 - December 2008
Phillip Morris USA  2001 - 2004

Skills
SQL, Microsoft SQL Server, jQuery, Databases, ASP.NET, Web Services, Integration, Software Development, .NET, Microsoft Office..., MS Project, VB.NET

Education
University of Michigan - Stephen M. Ross School of Business   1988 — 1993
MBA, CIS, Ops Mgmnt

Albion College   1980 — 1984

Lisa Hague, MBA, PMP Lisa Hague, MBA, PMP Chicago, Illinois Details
Lisa Hague, MBA, PMP's Wachovia Securities Experience September 1997 - May 2009
Job Sr. Project Manager at ABN Amro Clearing Corporation
Industry Information Technology and Services
Experience
ABN Amro Clearing Corporation   September 2012 - Present
Deutsche Bank, RREEF GTO   August 2009 - May 2011
Wachovia Securities   September 1997 - May 2009
Genysis Consulting, Rosemont, IL   1995 - 1997
T.M. Floyd & Co Inc., Rosemont, IL   1991 - 1994
National City Bank, Louisville, KY   1983 - 1990

Skills
Data Warehousing, SDLC, PMO, Securities, Requirements Gathering, Visio, MS Project, DB2, PMP, Unix, Customer Relations, Change Management, Mentoring, Certified Project..., SQL Server, SQL, Team Building, Testing, Data Analysis, Application Development, Risk Management, Mergers, Problem Solving, Data Governance, Systems Analysis, Quality Assurance

Education
Bellarmine University   1985 — 1989
M.B.A., Business

Bellarmine University   1981 — 1983
B.A., Computer Science

University of Louisville   1978 — 1981
A.A.S., Computer Science

Kori McIntyre Kori McIntyre Fort Mill, South Carolina Details
Kori McIntyre's Wachovia Securities Experience November 2002 - May 2004
Job Housewife & Mom
Industry Entertainment
Experience
N/A  May 2011 - Present
Jack Henry  March 2006 - May 2011
Kinmon Healthcare Group   June 2004 - March 2006
Wachovia Securities   November 2002 - May 2004

Skills
Sales, Vendor Management, Account Management, Selling, Leadership

Education
Appalachian State University   2001 — 2002
MBA, General Business

Appalachian State University   1996 — 2000
BABA, French & Spanish, minor in International Business

Shaun Larkin Shaun Larkin Greater Chicago Area Details
Shaun Larkin's Wachovia Securities Experience September 2004 - March 2009
Job Director of Strategic Technology at Hammacher Schlemmer
Industry Information Technology and Services
Experience
Hammacher Schlemmer  April 2009 - Present
Wachovia Securities   September 2004 - March 2009
Perficient  September 2002 - September 2004
eVision Technologies   May 2000 - June 2002
Process Software  July 1999 - May 2000
PricewaterhouseCoopers  January 1998 - July 1999

Education
Bentley University   1990 — 1994

Krishna Gorthi Krishna Gorthi Greater New York City Area Details
Krishna Gorthi's Wachovia Securities Experience June 2003 - January 2006
Job Sr. JAVA/J2EE Software Consultant
Industry Investment Banking
Experience
Bloomberg LP  September 2009 - Present
Citigroup Inc  February 2009 - September 2009
Lehman Brothers  February 2008 - January 2009
Bank of America  February 2006 - November 2007
Wachovia Securities   June 2003 - January 2006
Open Market Inc.  September 2000 - May 2003
Wipro Technologies  November 1997 - August 2000

Skills
SOA, Sybase, JMS, Agile Methodologies, Unix, Spring, Web Services, Hibernate, Java Enterprise Edition, Java, Perl, SDLC, XML, Distributed Systems, Software Development, SQL, Software Project..., Requirements Analysis, Fixed Income, Enterprise Architecture

Education
Andhra University   1991 — 1995
Bachelors of Engineering, Electronics And Communications

Jaime Johnson (Carhart) Jaime Johnson (Carhart) Charlotte, North Carolina Area Details
Jaime Johnson (Carhart)'s Wachovia Securities Experience November 2006 - June 2009
Job VP at Bank of America
Industry Banking
Experience
Bank of America  July 2009 - December 2010
Wachovia Securities   November 2006 - June 2009
Strategic Staffing Solutions  February 2005 - June 2009
Wachovia  February 2005 - October 2006
Family Dollar  January 2004 - January 2005
Independant  July 2003 - January 2004
Bank of America  September 2000 - June 2003
Lockheed Martin Information Technology  October 1997 - September 2000
Lockheed Martin IBS   September 1997 - September 2000
Lockheed Martin Space Operations  January 1989 - January 1995

Skills
Requirements Analysis, Oracle, ETL, Data Warehousing

Education
Belmont Abbey College
B.S. degree, Computer Information Systems

Oracle
Master's Certificate, Application

Matt Langham Matt Langham Perrysburg, Ohio Details
Matt Langham's Wachovia Securities Experience October 2008 - 2010
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  October 2008 - Present
Wachovia Securities   October 2008 - 2010
Fifth Third Securities  February 2005 - July 2007

Education
Indiana Institute of Technology   2000 — 2003
Marketing, Business/Marketing

Baldwin Wallace University   1998 — 2000
Business Administration

Lori Christman Lori Christman Richmond, Virginia Area Details
Lori Christman's Wachovia Securities Experience 2002 - June 2009
Job Human Resources Business Partner
Industry Human Resources
Experience
Wachovia/Wells Fargo  June 2002 - June 2009
Wachovia Securities   2002 - June 2009

Skills
Employee Relations, Succession Planning, Talent Management, Performance Management, Recruiting, Onboarding, Human Resources, Talent Acquisition

Education
Appalachian State University

Surya Padala Surya Padala Charlotte, North Carolina Area Details
Surya Padala's Wachovia Securities Experience April 2003 - October 2003
Job Enterprise Reporting, Data Warehouse/Business Intelligence Developer
Industry Computer Software
Experience
Bank of America  February 2012 - Present
ettain group  March 2010 - February 2012
Bank of America  March 2010 - February 2012
Wachovia, A Wells Fargo Company  September 2009 - March 2010
Collabera  September 2009 - March 2010
Capital Group  October 2004 - April 2009
Household Credit Services  October 2003 - September 2004
Wachovia Securities   April 2003 - October 2003
Silicon Image  October 2002 - March 2003
TRIRIGA  December 2001 - September 2002

Skills
Actuate, BIRT, Informatica, Oracle SQL, PL/SQL, DB2/SQL, SQL Server 2000-2008, T-SQL, Business Intelligence, Data Warehousing, Talend, SSRS, SSAS, SSIS, VBA, Visual Basic, Visual Studio.NET, PowerBuilder, C++, Java, ETL, Spotfire, Tableau, SOAP, Eclipse, Autosys, Microsoft SQL Server, Oracle, Actuate Report, SQL, Databases, DB2, JSP, XML, Database Design, Requirements Analysis, Software Development, Integration, Unix Shell Scripting, ASP.NET, Tomcat, Data Migration, JavaScript, Shell Scripting, Agile Methodologies, Oracle SQL Developer

Education
Sri Krishnadevaraya University   1995 — 1997
Masters

Andhra University   1992 — 1995
Bachelors

Srinivas Reddy Konatham Srinivas Reddy Konatham Greater New York City Area Details
Srinivas Reddy Konatham's Wachovia Securities Experience 2004 - 2005
Job Lead Developer at ETS
Industry Computer Software
Experience
ETS  February 2006 - Present
Altech Star   2004 - Present
Wachovia Securities   2004 - 2005
Frontier Information Technologies Ltd  1996 - 2004

Education
Bangalore University   1990 — 1994

Aruna Menon Aruna Menon Greater St. Louis Area Details
Aruna Menon's Wachovia Securities Experience July 2010 - March 2012
Job Compliance Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  January 2014 - Present
Wells Fargo Advisors  January 2012 - Present
Wachovia Securities   July 2010 - March 2012
Wachovia Securities   August 2004 - June 2010
Wachovia Securities   November 2001 - May 2004

Skills
Banking, Series 7, Mutual Funds

Education
Bangalore University
B.A., Economics, English, Psychology

Renan Sugarman Renan Sugarman Greater Chicago Area Details
Renan Sugarman's Wachovia Securities Experience 1997 - 2002
Job Attorney at RIS, PC
Industry Law Practice
Experience
Renan I. Sugarman, PC   May 2002 - Present
Wachovia Securities   1997 - 2002

Education
Benjamin N. Cardozo School of Law, Yeshiva University   1981 — 1984
JD, Law

University of California, Los Angeles   1977 — 1981
BA, Economics

Nick Catsoules, MBA Nick Catsoules, MBA Cave Creek, Arizona Details
Nick Catsoules, MBA's Wachovia Securities Experience October 2008 - April 2009
Job Client Manager Flagship at Vanguard
Industry Financial Services
Experience
Vanguard  March 2014 - Present
Arizona State University  November 2011 - March 2014
Desert Schools Federal Credit Union  June 2009 - November 2011
Wachovia Securities   October 2008 - April 2009
Wachovia Securities, LLC  2008 - 2009
THMC Insurance Agency, Inc   2006 - 2008
Refinanceyourcar.com   2005 - 2006
TruWest Credit Union  2003 - 2005
TruWest Credit Union  2001 - 2002
TruWest Credit Union  1999 - 2000

Skills
Leadership, Banking, Team Leadership, Strategic Planning, Series 63, Series 7, series 24, New Business Development, Sales Management, Coaching, Business Development, Management, Account Management, Higher Education, Credit, Finance, Sales, Marketing, Relationship Development, Selling, Marketing Strategy, Customer Service, Consultative Selling, Marketing Communications

Education
St. Edward's University   2001 — 2003
M.B.A.

Arizona State University   1990 — 1994
B.S., Business Management

Saguaro High School

La Cueva High School

Security Licenses
Series 7, 24 and 63 licenses

Jonathan Dioli Jonathan Dioli Greater Boston Area Details
Jonathan Dioli's Wachovia Securities Experience June 2007 - May 2008
Job SEM Analyst at Smarter Travel
Industry Market Research
Experience
Smarter Travel  April 2014 - Present
Zoom Multisport   February 2010 - Present
The Kessler Group  January 2013 - April 2014
The Kessler Group  September 2009 - January 2013
Infinata  June 2008 - August 2009
Wachovia Securities   June 2007 - May 2008
SuccessFactors  September 2007 - December 2007
Windover Development   June 2007 - August 2007
Palladium  September 2006 - May 2007
Olson Lewis Dioli & Doktor Architects and Planners Inc   May 2006 - August 2006

Skills
SQL, Marketing Research, Database Administration, Graphic Design, Business Writing, Marketing, Research, Business Planning, Data Analysis, Market Research, Project Management, Salesforce.com, Photoshop, Email Marketing, PowerPoint, Microsoft Excel, Competitive Analysis, Social Media, Business Analysis, Direct Marketing, Strategic Planning, CRM, Marketing Strategy, Analytics

Education
Bentley University   2004 — 2008
BS, Marketing, Magne Cum Laude

St. John's Prep   2001 — 2004
High School Diploma

Jennifer Crampton Jennifer Crampton Greater Boston Area Details
Jennifer Crampton's Wachovia Securities Experience June 2008 - August 2011
Job Relationship Manager, Community Lending & Investment at Wells Fargo
Industry Real Estate
Experience
Wells Fargo  June 2008 - Present
Wachovia Securities   June 2008 - August 2011
MMA Financial  2000 - 2008
Lend Lease Real Estate Investments  2000 - 2003

Education
Bentley University   1994 — 1998
BS, Finance

Constantine Korologos Constantine Korologos Greater New York City Area Details
Constantine Korologos's Wachovia Securities Experience 2006 - 2007
Job Managing Director at Situs
Industry Real Estate
Experience
Situs  August 2012 - Present
New York University  1998 - Present
Deloitte Financial Advisory Services  September 2008 - August 2012
Leonidas Partners   December 2007 - September 2008
Wachovia Securities   2006 - 2007
Bear Stearns  2002 - 2006
GE Real Estate  1999 - 2002
Moody's Corporation  1997 - 1999
Equitable Real Estate Investment Management  1993 - 1997
Moran and Associates   1988 - 1989

Skills
Debt, Real Estate, Structured Finance, Real Estate Finance, CMBS, Corporate Finance, Securitization, Asset Management, Valuation, Financial Structuring, Capital Markets, Mergers & Acquisitions, Commercial Real Estate, Portfolio Management, Asset Managment, Real Estate Economics, Private Equity, Restructuring, Real Estate Transactions, Disposition, Finance, Funding, Credit Analysis, Structured Products, Due Diligence, Loan Origination, Investor Relations, Investment Properties, Marketing Support, Fixed Income, Loans, Strategic Planning, Appraisals, Corporate Real Estate, Real Estate Financing, Financial Advisory, Hedge Funds, Underwriting, Financial Analysis, DCF, Joint Ventures, Financial Modeling, Alternative Investments, Acquisitions, Investment Banking, Equities, Credit Risk, Business Valuation, Credit, Leases

Education
New York University - Leonard N. Stern School of Business   1996 — 1999
MBA, Finance

Baruch College   1985 — 1989
Bachelor of Arts, Finance

M. Brandon Graffeo M. Brandon Graffeo San Francisco Bay Area Details
M. Brandon Graffeo's Wachovia Securities Experience 2002 - 2004
Job Senior Vice President – Sponsor & Leveraged Finance Originations
Industry Investment Banking
Experience
GE Capital's Sponsor Finance / Telecom, Media & Technology Group   August 2012 - Present
SunTrust Robinson Humphrey  2010 - September 2012
Scrimshaw Capital Management   2008 - September 2010
Citigroup Global Markets  2004 - 2008
Wachovia Securities   2002 - 2004
Wachovia Securities   1998 - 2002

Skills
Leveraged Finance, Capital Markets, Investment Banking, Corporate Finance, LBO, Mergers & Acquisitions, Middle Market, Private Equity, Venture Capital, Financial Analysis, Financial Modeling, Valuation, Entrepreneurship, Negotiation, Corporate Development

Education
Auburn University
Bachelor of Science in Business Administration, Finance

Raj Chukkapalli Raj Chukkapalli Norfolk, Virginia Area Details
Raj Chukkapalli's Wachovia Securities Experience January 2008 - June 2009
Job Oracle Audit & Remediation DBA at Bank of America
Industry Information Technology and Services
Experience
Bank of America  July 2009 - Present
Wachovia Securities   January 2008 - June 2009
Verizon  November 2006 - December 2007

Education
Acharya Nagarjuna University
Masters

Alex Kreydin Alex Kreydin New York, New York Details
Alex Kreydin's Wachovia Securities Experience June 2008 - January 2010
Job Director (Portfolio Management) at Waterfall Asset Management
Industry Investment Management
Experience
Waterfall Asset Management  January 2015 - Present
Waterfall Asset Management  February 2014 - January 2015
Waterfall Asset Management  March 2012 - February 2014
Waterfall Asset Management  January 2010 - March 2012
Wachovia Securities   June 2008 - January 2010
CirclePoint Asset Management   2008 - 2008
Bear Stearns Asset Management  2007 - 2007

Skills
Capital Markets, Investment Banking, Valuation, Financial Modeling, Fixed Income, Bloomberg, Portfolio Management

Education
Baruch College, City University of New York (CUNY)   2004 — 2008

Baruch College, City University of New York (CUNY)   2004 — 2008
BBA, Finance

Oliver Glover Oliver Glover Charlotte, North Carolina Area Details
Oliver Glover's Wachovia Securities Experience January 2006 - May 2007
Job Lead Call Center Planning Analyst at Wells Fargo Advisors
Industry Investment Banking
Experience
Wells Fargo Advisors  December 2010 - Present
Wells Fargo Advisors  May 2007 - December 2010
Wachovia Securities   January 2006 - May 2007
Wachovia Securities   January 2004 - January 2006
MetLife Financial Services  May 2003 - December 2003
Information Control Systems, Inc  October 2002 - December 2002
Kelly IT Resources  September 2002 - December 2002
Wachovia Bank  January 1994 - October 2002

Skills
Coaching, Training, Employee Relations, Performance Management, Process Improvement, Outlook, Lotus Notes, Customer Service, Call Center, Recruiting, Forecasting, Customer Satisfaction, Call Centers, Analysis, Change Management, Management, Leadership, Banking

Education
American InterContinental University   2009 — 2010
Associate of the Arts, with Honors, Business Administration

New Horizons Computer Learning Center   2001 — 2002
Microsoft Certified Systems Engineer (MCSE) Track

Winthrop University   1992 — 1993
Elementary Education

Linden Junior High School

Townsend Harris High School

Daniel Corcoran Daniel Corcoran Greater Boston Area Details
Daniel Corcoran's Wachovia Securities Experience November 2006 - September 2009
Job Vice President at Massachusetts Capital Resource Company
Industry Financial Services
Experience
Massachusetts Capital Resource Company   January 2014 - Present
US Bank  October 2009 - November 2013
Wachovia Securities   November 2006 - September 2009
Bank of America  2002 - 2006
Citizens Capital   1997 - 2002
Bank of Boston  1990 - 1997
Bank of New England  1983 - 1990

Education
Babson College - Franklin W. Olin Graduate School of Business   1986 — 1989
MBA

Boston College   1979 — 1983
BA

Noble and Greenough School

Samantha Satz Samantha Satz New York, New York Details
Samantha Satz's Wachovia Securities Experience 2006 - 2008
Job Vice President, Global Employer Brand Marketing at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  July 2014 - Present
JPMorgan Chase  April 2012 - July 2014
American University Washington College of Law  2009 - 2012
Wachovia Securities   2006 - 2008
iMedia  2005 - 2005

Skills
Marketing, Project Management, Business Development, Event Management, Event Planning, Marketing Communications, Strategic Communications, Conference Management, Public Relations, Academic Administration, Corporate Communications, Public Speaking, Program Management, Volunteer Leadership, Volunteer Management, Community Service, Community Involvement, Online Communications, Leadership Development, College Recruiting

Education
American University   2010 — 2011
MBA, Kogod School of Business

University of Virginia   2002 — 2006
BS, Business Administration, The McIntire School of Commerce, Concentrations in Marketing and Information Technology, Minor in Government

DIS, Denmark's International Study Program   2005 — 2005
International Business and Economics Program - International Marketing and Branding

Linda Gregier Linda Gregier Greater New York City Area Details
Linda Gregier's Wachovia Securities Experience April 2008 - October 2008
Job Financial Adviser Candidate at Wachovia Securities, LLC
Industry Investment Management
Experience
Wachovia Securities, LLC  October 2008 - Present
Wachovia Securities   April 2008 - October 2008
Healthfirst  October 2007 - April 2008

Education
Barnard College   2003 — 2007

Columbia University in the City of New York   2003 — 2007

Suffern High School   1999 — 2003

Ray Carso Ray Carso Greater Chicago Area Details
Ray Carso's Wachovia Securities Experience February 2001 - February 2003
Job Director at Keybanc Capital Markets
Industry Financial Services
Experience
Keybanc Capital Markets  May 2012 - Present
Jefferies & Company  February 2003 - March 2012
Wachovia Securities   February 2001 - February 2003
ABN AMRO Bank N.V.   April 1999 - February 2001
Bank of America  April 1990 - April 1999
BMO Harris Bank  1986 - 1990

Skills
Trading, Bonds, Investment Banking, Portfolio Management, Capital Markets, Series 7, Corporate Finance, High Yield, Hedge Funds, Fixed Income, Investments, Equities, Derivatives, Bloomberg, Alternative Investments, Equity Research, Finance, Financial Markets, Sales, Securities, Structured Products

Education
Northwestern University - Kellogg School of Management   1988 — 1990
mba, finance /international business

Arizona State University   1982 — 1985
Bachelor's degree, Finance, General

Jagan Surisetty Jagan Surisetty Charlotte, North Carolina Area Details
Jagan Surisetty's Wachovia Securities Experience March 2008 - September 2008
Job Sr Technical Analyst at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo  November 2011 - Present
Bank of America  November 2008 - November 2011
Wachovia Securities   March 2008 - September 2008
Banc of America Investments  May 2007 - March 2008
Wachovia  August 2005 - March 2007
Bank of America  June 2004 - July 2005

Skills
Quality Assurance, TIBCO iProcess, Agile Methodologies, Requirements Analysis, Visio, User Acceptance Testing, SDLC, Banking, Software Project..., Quality Center, Software Quality..., Process Improvement, Data Warehousing, Test Planning, Oracle, Risk Management, Recruiting, Business Requirements, System Testing, Testing, Software Development, Vendor Management, Resource Management

Education
Andhra University   1993 — 1995
MBA

Dionne Li-A-Ping Dionne Li-A-Ping Richmond, Virginia Area Details
Dionne Li-A-Ping's Wachovia Securities Experience June 2006 - Present
Job Brokerage Operations at Wachovia Securities
Industry Financial Services
Experience
Wachovia Securities   June 2006 - Present
Morgan Stanley  December 1990 - January 2005

Education
Baruch College, City University of New York (CUNY)   1987 — 1992
BBA, Business

Christine Pirring Christine Pirring Boca Raton, Florida Details
Christine Pirring's Wachovia Securities Experience January 2005 - March 2006
Job R.N. BSN
Industry Hospital & Health Care
Experience
Bethesda Health  September 2015 - Present
Orlando Health  February 2015 - June 2015
Orlando Health  April 2014 - June 2015
Powerback Rehabilitation  March 2013 - March 2014
Genesis HealthCare  March 2013 - March 2014
Smart Care Doc Clinic   December 2012 - August 2013
Bucks County Intermediate Unit #22  January 2013 - March 2013
Aria Health  December 2011 - January 2012
Independent Professional Services   April 2006 - November 2008
Wachovia Securities   January 2005 - March 2006

Skills
Critical Thinking, Hospitals, Nursing, Cpr Certified, Acute Care, BLS, Compassion, Critical Care, Customer Service, Healthcare, Healthcare Management, Home Care, ICU, Management, Nursing Care, Patient Advocacy, Policy, Public Health, Rehabilitation, Sales, Teaching, Treatment, Wound Care, Pain Management

Education
Penn State University   2012 — 2012
Bachelor of Science, Registered Nursing/Registered Nurse

Aria Health School of Nursing   2010 — 2012
Diploma, RN

DeVry University, Keller Graduate School of Management   2007 — 2009
Masters, Health Care Management

Penn State University   2000 — 2004
Bachelor, Marketing and Management

Jonathan Braatz Jonathan Braatz Greater Atlanta Area Details
Jonathan Braatz's Wachovia Securities Experience January 2000 - June 2008
Job Atlanta, Ga
Industry Financial Services
Experience
Morgan Stanley  June 2008 - Present
Wachovia Securities   January 2000 - June 2008
J.C. Bradford & Co   January 1995 - January 2000
The Robinson Humphrey Company  November 1989 - January 1995

Skills
Mergers, Mutual Funds, Securities, Investments, Finance, Equities, Portfolio Management, Series 7, Series 63

Education
Auburn University, College of Business   1984 — 1989
BS, Finance

Paul Burkhart Paul Burkhart Houston, Texas Area Details
Paul Burkhart's Wachovia Securities Experience June 2002 - August 2008
Job VP Finance & Corporate Development at Exterran
Industry Oil & Energy
Experience
Exterran  August 2009 - Present
Wachovia Securities   June 2002 - August 2008
Enron  September 1998 - May 2002
NationsBank  February 1993 - April 1996
Office of the Vice President of the United States  September 1991 - January 1993

Skills
Financial Modeling, Corporate Finance, Due Diligence, Mergers & Acquisitions, Finance, Banking, Structured Finance, Credit Risk, Portfolio Management, Business Planning, Securitization, Strategic Financial..., Financial Analysis, Investment Banking, Investments, Private Equity, Cash Management, Project Finance, Accounting, Asset Managment, Credit Analysis, Financial Reporting, Mergers, Valuation, Corporate Development, Managerial Finance, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Restructuring, Risk Management, Financial Planning, Asset Management

Education
The University of Texas at Austin - Red McCombs School of Business   1996 — 1998
MBA, Finance

Baylor University - Hankamer School of Business   1987 — 1991
BBA, Finance and Economics

Mu-Jen Wu Mu-Jen Wu Greater New York City Area Details
Mu-Jen Wu's Wachovia Securities Experience June 2001 - June 2002
Job CLO Administrator at Shenkman Capital Management
Industry Banking
Experience
Shenkman Capital Management  June 2014 - Present
BNY Mellon  October 2012 - June 2014
Credit Suisse  September 2007 - September 2012
Bank of New York Mellon  November 2004 - September 2007
NYC Department of Education  September 2002 - January 2004
Wachovia Securities   June 2001 - June 2002
Bristol-Myers Squibb  December 1996 - July 1999

Skills
Fixed Income, Structured Finance, CDO, Financial Modeling, Derivatives, Bloomberg, Securities, Trading, Emerging Markets, Risk Management, Hedge Funds, Capital Markets, Financial Markets, Alternative Investments, Bonds, Investments, Structured Products, Equities, Financial Analysis, Financial Services, Asset Management, Portfolio Management, Investment Banking, Valuation, Financial Structuring, Equity Derivatives, FX Options, Private Equity, Options, Mutual Funds, Due Diligence, Leveraged Finance, Corporate Finance

Education
RSM Erasmus University   2000 — 2001

Georgetown University - The McDonough School of Business   1999 — 2001
MBA

University of Connecticut   1994 — 1997
MS, Organic Chemistry

Binghamton University   1990 — 1994
BS, Organic Chemistry

Thomas Edison HS   1986 — 1990

John W. Jay Puckett John W. Jay Puckett Charlotte, North Carolina Area Details
John W. Jay Puckett's Wachovia Securities Experience February 2002 - June 2008
Job Director, Team Lead at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank  February 2012 - Present
Wells Fargo Bank  January 2009 - January 2012
Wachovia Securities   February 2002 - June 2008
First Union Bank  October 1998 - February 2002
First Fidelity Bank / First Union Bank   February 1994 - October 1998

Education
Baylor University   1981 — 1987
BBA, Business Administration; Real Estate

Anthony Hadorn Anthony Hadorn Charlotte, North Carolina Area Details
Anthony Hadorn's Wachovia Securities Experience June 2006 - Present
Job Analyst, Mergers & Acquisitions, Wachovia Securities
Industry Banking
Experience
Wachovia Securities   June 2006 - Present

Education
Arizona State University   2004 — 2006
BS, Finance

David Vinson David Vinson Raleigh, North Carolina Details
David Vinson's Wachovia Securities Experience January 2006 - May 2009
Job Vice President at NorthMarq Capital
Industry Commercial Real Estate
Experience
NorthMarq  June 2013 - Present
Berkeley Capital Advisors  February 2011 - June 2013
Wells Fargo  June 2009 - February 2011
Wachovia Securities   January 2006 - May 2009

Education
Appalachian State University   2002 — 2005
BSBA, Finance

Anne Bromstead Anne Bromstead Charlotte, North Carolina Area Details
Anne Bromstead's Wachovia Securities Experience 1998 - 2004
Job Global Banking & Markets Operational Risk Program Manager at Bank of America
Industry Banking
Experience
Bank of America  2012 - Present
Bank of America  2011 - 2012
Henderson Bromstead Art Company   2008 - 2010
Wachovia Securities   1998 - 2004
Siecor Corporation (Currently Corning Cable Systems)   June 1997 - August 1997

Skills
Capital Markets, Banking, Investment Banking, Financial Analysis, Operational Risk...

Education
Wake Forest University - Babcock Graduate School of Management   1996 — 1998
Master of Business Administration (M.B.A.), Finance

Wake Forest University   1982 — 1986
Bachelor's Degree, Political Science and Government

American University
Summer College Internship Program

Ratnesh Saxena Ratnesh Saxena Richmond, Virginia Area Details
Ratnesh Saxena's Wachovia Securities Experience April 2004 - July 2009
Job
Industry Computer Software
Experience
Owens & Minor  March 2012 - Present
ACS, a Xerox Company  May 2011 - March 2012
Wells Fargo  January 2010 - April 2011
Motorola Solutions  July 2009 - January 2010
Wachovia Securities   April 2004 - July 2009

Skills
ASP.NET, Microsoft SQL Server, C#, WCF, SDLC, .NET, XML, Oracle, UML, Web Applications, Integration, Web Services, Visual Studio, AJAX, IIS, Visio, JavaScript, LINQ, ASP.NET MVC, Enterprise Architecture, Databases, ADO.NET, Web Development, VB.NET, SOA, T-SQL, SSIS, PL/SQL, ASP, XSLT, Visual Basic, Software Design, HTML, Architecture, VBScript, TFS, Scrum, Database Design, Requirements Analysis, Software Project..., Architectures, MVC Architecture

Education
Bharati Vidyapeeth   1991 — 1995
B.E, Electronics and Telecommunications

Sean Killian Sean Killian Greater Milwaukee Area Details
Sean Killian's Wachovia Securities Experience April 1978 - December 2008
Job Financial Services Professional
Industry Financial Services
Experience
Wachovia Securities   April 1978 - December 2008

Education
Beloit College   1972 — 1976
B.A., Economics

Jonathan Sharaf, MBA Jonathan Sharaf, MBA Greater Philadelphia Area Details
Jonathan Sharaf, MBA's Wachovia Securities Experience 1999 - April 2009
Job Senior Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors,LLC  May 2009 - Present
Wachovia Securities   1999 - April 2009
First Union Securities  1997 - 1999
Wheat First Butcher Singer  1993 - 1997

Skills
Financial Analysis, Finance

Education
La Salle University - School of Business Administration   1996 — 1998
MBA, Finance

Antioch College   1980 — 1984
BA, Business Administration

Henry M Gunn   1977 — 1978

Princeton High School   1974 — 1977

Bradley Tamkin Bradley Tamkin Austin, Texas Area Details
Bradley Tamkin's Wachovia Securities Experience June 2008 - July 2009
Job Bilingual Business Development and Sales Executive
Industry Import and Export
Experience
Dantam S.A.de C.V.   September 2009 - Present
Wachovia Securities   June 2008 - July 2009
ProPart Inc.   July 2007 - May 2008
Intercarton S. de R.L. de C.V.   April 1989 - May 2007

Skills
Forecasting, Budgets, Customer Service, Strategic Planning, Negotiation, Business Strategy, Customer Relations, Budgeting, Problem Solving, Data Analysis, Coaching, Mentoring, Financial Analysis, Leadership Development, Financial Planning, Business Planning, Spanish, Planning, Insurance, Marketing Strategy, Account Management, New Business Development, Financial Needs Analysis, Income Protection, Disability Insurance, Management

Education
American High School

Arizona State University
B.S, Business Administration

Adrian Nunez Adrian Nunez Greater New York City Area Details
Adrian Nunez's Wachovia Securities Experience June 2008 - June 2009
Job Manager, Business & Legal Affairs Adminstration at Sony Music Entertainment
Industry Law Practice
Experience
Sony Music Entertainment  June 2014 - Present
The Davis Firm   June 2012 - August 2012
Sony Music Entertainment  May 2011 - May 2012
Wachovia Securities   June 2008 - June 2009
Moody's Corporation  June 2007 - August 2007
Morgan Stanley  2007 - 2007

Skills
Corporate Finance, Investment Banking, Financial Modeling, Valuation, Capital Markets, Mergers & Acquisitions, Fixed Income

Education
Benjamin N. Cardozo School of Law, Yeshiva University   2010 — 2013
Doctor of Law (JD), Concentration in Intellectual Property, Entertainment & Media Law

Cornell University   2004 — 2008
B.S., Industrial and Labor Relations

James Austin, CSSBB, PMP James Austin, CSSBB, PMP Richmond, Virginia Area Details
James Austin, CSSBB, PMP's Wachovia Securities Experience December 2004 - October 2008
Job Finance, Procurement
Industry Financial Services
Experience
Wachovia Securities   December 2004 - October 2008
Genworth Financial  October 1999 - December 2004

Skills
Process Improvement, Access, Credit, Financial Analysis, Analysis, Forecasting, Team Building, Leadership, Management, Coaching, Public Speaking, Strategic Planning, Banking

Education
Averett University   1991 — 1992
MBA - Business Admin

Jefferson Forest High School   1973 — 1975
HS Diploma, College Prep

ETC - MS Project 2007

ETC - PMP Prep

Lynchburg College
BS, Accounting

PMP Prep - ETC

Anita Watson Anita Watson Greater New York City Area Details
Anita Watson's Wachovia Securities Experience 1991 - 2004
Job Infection Control Director at
Industry Hospital & Health Care
Experience
Phelps Memorial Hospital  Director of Infection Control and PreventionPhelps Memorial Hosptial Center2007 - Present
Triathlon & Cylcing Events   2005 - Present
Prudential Securities  1991 - 2004
Wachovia Securities   1991 - 2004

Skills
Healthcare, Hospitals, Nursing, Inpatient, ACLS, Healthcare Management, Public Speaking, Clinical Research, EMR, Medicare, Patient Safety, BLS, Meditech, Healthcare Information..., Critical Care, Home Care, EHR, Nursing Education, Managed Care, ICU, JCAHO, Acute Care, Quality Improvement, Utilization Management, Public Health, Emergency Medicine, Pediatrics, Cerner, Patient Education, Medical/Surgical, Infection Control

Education
University of Phoenix   2007 — 2009
Master of Science (MS), Nursing Education

Westchester Community College   2004 — 2006
ADN, Nursing

Arkansas State University   1978 — 1982
BS, Marketing

little rock central high   1978 — 1978

Wesley Stoltz, CFA, CIPM Wesley Stoltz, CFA, CIPM Charlotte, North Carolina Area Details
Wesley Stoltz, CFA, CIPM's Wachovia Securities Experience 2006 - 2008
Job Fixed Income Specialist at WEDGE Capital Management
Industry Investment Management
Experience
WEDGE Capital Management  2008 - Present
Wachovia Securities   2006 - 2008
Wachovia Securities   2004 - 2006

Education
Appalachian State University   2000 — 2004
BSBA, Finance/Banking & Risk Management/Insurance

Brent Myers Brent Myers Columbia, Maryland Details
Brent Myers's Wachovia Securities Experience January 2008 - June 2008
Job Corporate Trust Services Manager
Industry Financial Services
Experience
Wells Fargo  January 2014 - Present
SEI  August 2013 - December 2013
Brown Advisory  January 2011 - April 2013
Brown Advisory  July 2008 - January 2011
Wachovia Securities   January 2008 - June 2008
Morgan Stanley Smith Barney  January 2005 - January 2008
Wachovia Securities   October 2001 - December 2004

Skills
Customer Service, Equities, Asset Management, Leadership, Asset Allocation, Back Office, Mutual Funds, Program Management, Management, Alternative Investments, Trading

Education
Averett University   2002 — 2004
MBA, Business

Averett University   2000 — 2002
BA, Business

Old Dominion University

William & Mary

Rifkind Ryan Rifkind Ryan Chicago, Illinois Details
Rifkind Ryan's Wachovia Securities Experience May 2006 - August 2006
Job Market Specialist at IntercontinentalExchange, Inc.
Industry Financial Services
Experience
IntercontinentalExchange, Inc.   July 2011 - Present
Eze Castle Software  November 2010 - February 2011
Independent Financial Consultant  June 2009 - September 2010
MORGAN STANLEY  May 2008 - August 2008
NOVUS INTERNATIONAL  May 2007 - August 2007
WACHOVIA SECURITIES   May 2006 - August 2006

Skills
Bloomberg, Analysis, Equities, Trading, Valuation, Access, Finance, Management, Portfolio Management, Electronic Trading, Project Management, Accounting, Microsoft Excel, VBA, Financial Services

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2009 — 2010
MBA, Finance

Bentley University   2005 — 2009
Bachelor of Science, Finance

John Scanlan John Scanlan Austin, Texas Area Details
John Scanlan's Wachovia Securities Experience March 2004 - December 2007
Job Sr. Manager, Compliance at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  June 2011 - Present
TIAA-CREF  December 2007 - June 2011
Wachovia Securities   March 2004 - December 2007
MetLife  May 2000 - March 2004
John Hancock  May 1999 - May 2000
John Hancock  September 1995 - May 1999

Education
Bentley University   1991 — 1995
BS, Marketing

Cardinal Spellman High School   1987 — 1991

Jeff Partl Jeff Partl Wilmington, North Carolina Area Details
Jeff Partl's Wachovia Securities Experience 1994 - 2004
Job Senior Wealth Advisor at BB&T
Industry Financial Services
Experience
BB&T  September 2005 - Present
Wachovia Securities   1994 - 2004

Education
Averett University
Bachelor of Science (B.S.)

Bill Skinner Bill Skinner Greater Seattle Area Details
Bill Skinner's Wachovia Securities Experience 2005 - 2007
Job Regional Vice President at Behringer Securities
Industry Investment Management
Experience
Behringer Securities  June 2014 - Present
Eaton Vance  February 2012 - June 2014
Eaton Vance  November 2007 - February 2012
Wachovia Securities   2005 - 2007
London Business Angels   2004 - 2004

Skills
Mutual Funds, Financial Services, Series 63, Alternative Investments, Series 7, Series 6, Finance, Investment Strategies, Series 65, Asset Allocation, Securities, Fixed Income, Separately Managed...

Education
Bentley University   2001 — 2005
Bachelor of Science (B.S.), Finance

Huron University, UK

Kathleen Lopiano Kathleen Lopiano Raleigh-Durham, North Carolina Area Details
Kathleen Lopiano's Wachovia Securities Experience 2000 - 2005
Job Partner at B2B CFO®
Industry Financial Services
Experience
B2B CFO®  2014 - Present
Advisory/Consulting   2010 - 2013
AHN International LLC   2007 - 2010
Wachovia Securities   2000 - 2005
Ernst & Young  1988 - 2000

Education
Belmont Abbey College
Accounting

Wake Forest University School of Business
MBA

Carol McDaniel Carol McDaniel Charlotte, North Carolina Area Details
Carol McDaniel's Wachovia Securities Experience July 2001 - December 2002
Job Contract Photographer at Fort Mill Photography
Industry Photography
Experience
Fort Mill Photography   April 2007 - Present
Morgan Stanley Smith Barney  January 2003 - December 2006
Wachovia Securities   July 2001 - December 2002
Wachovia Securities   February 2000 - July 2001

Skills
Series 7, Public Speaking

Education
Appalachian State University   1996 — 1999
Bachelor of Arts, Communication

Northwest Guilford High School   1992 — 1996

Matthew Mahar Matthew Mahar Charlotte, North Carolina Area Details
Matthew Mahar's Wachovia Securities Experience January 2004 - January 2005
Job VP, Compliance Consultant at Wells Fargo Advisors
Industry Investment Management
Experience
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC)   January 2005 - Present
Wachovia Securities   January 2004 - January 2005
Wachovia Securities   December 2000 - January 2004
First Union National Bank  December 1999 - December 2000
First Union National Bank  June 1998 - December 1999

Skills
Series 7, Series 63, Series 9, Series 10, Investment Compliance, FINRA

Education
Appalachian State University   1994 — 1998
BS, Communications

Kathryn Charles Kathryn Charles New York, New York Details
Kathryn Charles's Wachovia Securities Experience 2004 - 2006
Job Senior Manager Financial Planning CFP (r) at NYC Deferred Compensation Plan (ICMARC)
Industry Financial Services
Experience
NYC Deferred Compensation Plan (ICMA-RC)   2007 - Present
Wachovia Securities   2004 - 2006
Morgan Stanley  1997 - 2004
Viacom  1982 - 1997

Skills
Financial Planning, Management, Customer Service, Microsoft Office, Microsoft Excel, Leadership, Strategic Planning, Project Management, Sales, Microsoft Word, Financial Analysis, PowerPoint

Education
Alfred University
Bachelor of Arts (B.A.), Psychology

LIU Brooklyn
Master of Business Administration (MBA)

Select page

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15


Similar Companies