Wachovia Securities
Industry: Banking company
DescriptionWachovia 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
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Wachovia Securities Employees
Employee
Years
Job
Industry
Peter Georgatos Peter Georgatos's Wachovia Securities Experience June 2008 - August 2008
Job Director of Sales and Business Development at Flex Marketing Group
Industry Marketing and Advertising
Experience
Flex Marketing Group June 2014 - Present
Adconion Direct January 2014 - May 2014
Adconion Direct July 2010 - December 2013
Adconion Direct July 2010 - September 2011
Rize Global January 2010 - June 2010
Wachovia Securities June 2008 - August 2008
Flextronics June 2007 - August 2007
Skills
Affiliate Marketing, Affiliate Management, Digital Media, Email Marketing, PPC, Media Buying, Social Media, Direct Marketing, Marketing, SEO, Business Performance..., Customer Acquisition, Display Advertising, Online Lead Generation, Online Advertising, Mobile Marketing, Ad Networks, SEM, Lead Generation
Education
San Diego State University-California State University 2006 — 2010
International Business
Universidad Antonio de Nebrija 2009 — 2009
International Business
Flex Marketing Group June 2014 - Present
Adconion Direct January 2014 - May 2014
Adconion Direct July 2010 - December 2013
Adconion Direct July 2010 - September 2011
Rize Global January 2010 - June 2010
Wachovia Securities June 2008 - August 2008
Flextronics June 2007 - August 2007
Skills
Affiliate Marketing, Affiliate Management, Digital Media, Email Marketing, PPC, Media Buying, Social Media, Direct Marketing, Marketing, SEO, Business Performance..., Customer Acquisition, Display Advertising, Online Lead Generation, Online Advertising, Mobile Marketing, Ad Networks, SEM, Lead Generation
Education
San Diego State University-California State University 2006 — 2010
International Business
Universidad Antonio de Nebrija 2009 — 2009
International Business
Lisa Bodine, MBA Lisa Bodine, MBA's Wachovia Securities Experience March 1999 - January 2003
Job
Industry Investment Management
Experience
Penn Wealth Planning, LLC January 2003 - Present
Bucks County Herald February 2009 - November 2009
Financial Columnist, New Hope Gazette December 2007 - January 2009
Wachovia Securities March 1999 - January 2003
IFG Network Securities 1997 - 1999
Penn State University 1994 - 1996
Skills
Executive Compensation..., Strategic Financial..., Wealth Management, Insurance, Strategic Planning, Retirement Planning, Investment Management, Portfolio Management, Risk Management, Financial Analysis
Education
Temple University - Fox School of Business and Management 1984 — 1987
MBA, Finance
Saint Joseph's University 1977 — 1981
BS, Marketing Management
Villa Joseph Marie
Penn Wealth Planning, LLC January 2003 - Present
Bucks County Herald February 2009 - November 2009
Financial Columnist, New Hope Gazette December 2007 - January 2009
Wachovia Securities March 1999 - January 2003
IFG Network Securities 1997 - 1999
Penn State University 1994 - 1996
Skills
Executive Compensation..., Strategic Financial..., Wealth Management, Insurance, Strategic Planning, Retirement Planning, Investment Management, Portfolio Management, Risk Management, Financial Analysis
Education
Temple University - Fox School of Business and Management 1984 — 1987
MBA, Finance
Saint Joseph's University 1977 — 1981
BS, Marketing Management
Villa Joseph Marie
Eric Ullrich Eric Ullrich's Wachovia Securities Experience January 2008 - June 2008
Job CoFounder at Hacker Lab
Industry Information Technology and Services
Experience
Hacker Lab July 2012 - Present
Sacramento Angels June 2011 - December 2012
SARTA June 2010 - October 2012
On Water Productions January 2011 - August 2011
Technikon December 2009 - June 2010
Sierra Energy November 2009 - June 2010
CleanStart February 2009 - November 2009
Enviro-Business Association January 2008 - December 2008
Wachovia Securities January 2008 - June 2008
Skills
Entrepreneurship, Financial Modeling, Marketing Strategy, Start-ups, Research, HTML + CSS, Web Analytics, Copywriting, Policy Analysis, Statistics, Web Design, Strategy, Business Development, HTML, Venture Capital, Public Speaking, Renewable Energy, Social Media, Project Management, Social Media Marketing, Strategic Planning, Program Management, New Business Development, Nonprofits, Strategic Partnerships, Online Marketing, Networking, Marketing, Product Management, Business Strategy, Small Business, E-commerce, Management, Leadership, Team Leadership, Analysis, Communication, Market Research, Business Planning, Microsoft Office, Salesforce.com, Team Building, Fundraising, Management Consulting, Product Marketing, Marketing Communications, Product Development, Public Relations, Market Analysis
Education
San Diego State University-California State University 2006 — 2008
BA, Economics
Sacramento Entrepreneurship Academy 2011 — 2012
Entrepreneurship/Entrepreneurial Studies
Hacker Lab July 2012 - Present
Sacramento Angels June 2011 - December 2012
SARTA June 2010 - October 2012
On Water Productions January 2011 - August 2011
Technikon December 2009 - June 2010
Sierra Energy November 2009 - June 2010
CleanStart February 2009 - November 2009
Enviro-Business Association January 2008 - December 2008
Wachovia Securities January 2008 - June 2008
Skills
Entrepreneurship, Financial Modeling, Marketing Strategy, Start-ups, Research, HTML + CSS, Web Analytics, Copywriting, Policy Analysis, Statistics, Web Design, Strategy, Business Development, HTML, Venture Capital, Public Speaking, Renewable Energy, Social Media, Project Management, Social Media Marketing, Strategic Planning, Program Management, New Business Development, Nonprofits, Strategic Partnerships, Online Marketing, Networking, Marketing, Product Management, Business Strategy, Small Business, E-commerce, Management, Leadership, Team Leadership, Analysis, Communication, Market Research, Business Planning, Microsoft Office, Salesforce.com, Team Building, Fundraising, Management Consulting, Product Marketing, Marketing Communications, Product Development, Public Relations, Market Analysis
Education
San Diego State University-California State University 2006 — 2008
BA, Economics
Sacramento Entrepreneurship Academy 2011 — 2012
Entrepreneurship/Entrepreneurial Studies
Alex Nicolov Alex Nicolov's Wachovia Securities Experience June 2008 - August 2009
Job Internal Wholesaler, CRPC
Industry Financial Services
Experience
Transamerica Mutual Funds August 2012 - Present
NRF Capital Markets, LLC March 2011 - February 2012
J.P. Morgan Retirement Plan Services August 2009 - December 2010
Wachovia Securities June 2008 - August 2009
PHH Home Loans January 2004 - December 2007
Skills
CRM, Investments, Sales, Finance, 401k, Series 7, Mutual Funds, Alternative Investments, Securities, Asset Allocation, Salesforce.com, Series 65, Series 63, Customer Service, Loans, Retirement Planning, Financial Services, Retirement, Wealth Management, Financial Planning, Asset Management, Financial Advisory, Financial Analysis
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2004
B.S. Business Administration, Finance, Marketing
Florida Atlantic University 1998 — 1999
Transamerica Mutual Funds August 2012 - Present
NRF Capital Markets, LLC March 2011 - February 2012
J.P. Morgan Retirement Plan Services August 2009 - December 2010
Wachovia Securities June 2008 - August 2009
PHH Home Loans January 2004 - December 2007
Skills
CRM, Investments, Sales, Finance, 401k, Series 7, Mutual Funds, Alternative Investments, Securities, Asset Allocation, Salesforce.com, Series 65, Series 63, Customer Service, Loans, Retirement Planning, Financial Services, Retirement, Wealth Management, Financial Planning, Asset Management, Financial Advisory, Financial Analysis
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2004
B.S. Business Administration, Finance, Marketing
Florida Atlantic University 1998 — 1999
Richard Marr's Wachovia Securities Experience May 2007 - September 2007
Job Associate Manager Hearst / Core Audience
Industry Marketing and Advertising
Experience
Hearst Core Audience May 2014 - Present
Tracking The World April 2010 - May 2014
Dionex May 2010 - September 2010
Wachovia Securities May 2007 - September 2007
Skills
Access, Management, Customer Service, Microsoft Office, Marketing, Salesforce.com, Microsoft Excel, Program Management, Sales, Customer Satisfaction, Troubleshooting, PowerPoint, Data Analysis, Windows, Social Media, Business Analysis, Outlook, Microsoft Word, Online Marketing, Negotiation, Business Intelligence, Pivot Tables, Process Improvement, Analysis, Customer Insight, Project Management, OS X, Product Management, DoubleClick, DoubleClick for..., Telemetry, MediaMind, Online Campaign..., Trading Desk, programmatic buying, Digital Media, mediamath
Education
San Jose State University
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
San Jose State University
Studied Bachelor of Science in Marketing, Business/ Marketing
Hearst Core Audience May 2014 - Present
Tracking The World April 2010 - May 2014
Dionex May 2010 - September 2010
Wachovia Securities May 2007 - September 2007
Skills
Access, Management, Customer Service, Microsoft Office, Marketing, Salesforce.com, Microsoft Excel, Program Management, Sales, Customer Satisfaction, Troubleshooting, PowerPoint, Data Analysis, Windows, Social Media, Business Analysis, Outlook, Microsoft Word, Online Marketing, Negotiation, Business Intelligence, Pivot Tables, Process Improvement, Analysis, Customer Insight, Project Management, OS X, Product Management, DoubleClick, DoubleClick for..., Telemetry, MediaMind, Online Campaign..., Trading Desk, programmatic buying, Digital Media, mediamath
Education
San Jose State University
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
San Jose State University
Studied Bachelor of Science in Marketing, Business/ Marketing
Heather (Lavallee) Finch, CPA Heather (Lavallee) Finch, CPA's Wachovia Securities Experience April 2001 - September 2002
Job Manager, Internal Audit at Community Health Systems
Industry Hospital & Health Care
Experience
Community Health Systems (formerly Health Management Associates, Inc.) March 2014 - Present
Health Management Associates, Inc. October 2003 - March 2014
Pillowtex September 2002 - August 2003
Wachovia Securities April 2001 - September 2002
SUN Information Systems September 1999 - April 2001
United Dominion Industries February 1998 - September 1999
Cooper Industries June 1996 - February 1998
KPMG US January 1993 - May 1996
Lifespan 1992 - 1993
Skills
Auditing, Leadership, Compliance, Accounting, Project Management, Finance, Process Improvement, Financial Analysis, Internal Audit, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Financial Audits, Sarbanes-Oxley, Access, Financial Statements, Policy, Mergers & Acquisitions, External Audit, Budgets, Management, GAAP, General Ledger
Education
Salve Regina University 1988 — 1992
Bachelor of Science (B.S.)
St. Mary Academy Bay View 1984 — 1988
Community Health Systems (formerly Health Management Associates, Inc.) March 2014 - Present
Health Management Associates, Inc. October 2003 - March 2014
Pillowtex September 2002 - August 2003
Wachovia Securities April 2001 - September 2002
SUN Information Systems September 1999 - April 2001
United Dominion Industries February 1998 - September 1999
Cooper Industries June 1996 - February 1998
KPMG US January 1993 - May 1996
Lifespan 1992 - 1993
Skills
Auditing, Leadership, Compliance, Accounting, Project Management, Finance, Process Improvement, Financial Analysis, Internal Audit, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Financial Audits, Sarbanes-Oxley, Access, Financial Statements, Policy, Mergers & Acquisitions, External Audit, Budgets, Management, GAAP, General Ledger
Education
Salve Regina University 1988 — 1992
Bachelor of Science (B.S.)
St. Mary Academy Bay View 1984 — 1988
Steven Scordalakis Steven Scordalakis's Wachovia Securities Experience March 2008 - June 2009
Job Associate Attorney at Jones & Dyer
Industry Law Practice
Experience
Jones & Dyer March 2014 - Present
Anderson Schoech August 2013 - March 2014
Suffolk Commonwealth’s Attorney’s Office September 2012 - December 2012
Hanson Bridget LLP June 2012 - August 2012
Higgs Fletcher & Mack May 2011 - July 2011
Five Point Capital November 2009 - July 2010
Wachovia Securities March 2008 - June 2009
Ameriprise Financial September 2007 - February 2008
Skills
Legal Research, Westlaw, Litigation, Legal Writing, Public Speaking, Family Law, Appeals, Civil Litigation, Courts, Criminal Defense, Criminal Law, Hearings, LexisNexis, Mediation, Trials
Education
Regent University School of Law 2010 — 2013
Doctor of Law (J.D.)
University of West Florida 2002 — 2007
Bachelor of Arts (B.A.), Criminal Justice and Legal Studies
Jones & Dyer March 2014 - Present
Anderson Schoech August 2013 - March 2014
Suffolk Commonwealth’s Attorney’s Office September 2012 - December 2012
Hanson Bridget LLP June 2012 - August 2012
Higgs Fletcher & Mack May 2011 - July 2011
Five Point Capital November 2009 - July 2010
Wachovia Securities March 2008 - June 2009
Ameriprise Financial September 2007 - February 2008
Skills
Legal Research, Westlaw, Litigation, Legal Writing, Public Speaking, Family Law, Appeals, Civil Litigation, Courts, Criminal Defense, Criminal Law, Hearings, LexisNexis, Mediation, Trials
Education
Regent University School of Law 2010 — 2013
Doctor of Law (J.D.)
University of West Florida 2002 — 2007
Bachelor of Arts (B.A.), Criminal Justice and Legal Studies
Bjorn Johnson Bjorn Johnson's Wachovia Securities Experience July 2005 - February 2007
Job Regional Development Manager at Chef Software
Industry Information Technology and Services
Experience
Chef Software February 2015 - Present
Redapt, Inc. April 2013 - February 2015
Redapt, Inc. January 2012 - April 2014
Jack Ferguson Associates, Inc. April 2011 - December 2011
Redapt Systems April 2010 - February 2011
Fidelity National Title Insurance Company February 2007 - April 2008
Wachovia Securities July 2005 - February 2007
Skills
CRM, Leadership, Sales, CHEF Style DevOps Kung...
Education
Seattle University 2007 — 2009
Master of Business Administration (M.B.A.)
University of Washington 2000 — 2004
Bachelor of Arts Degree, Economics
The Institute for Social & International Studies
Chef Software February 2015 - Present
Redapt, Inc. April 2013 - February 2015
Redapt, Inc. January 2012 - April 2014
Jack Ferguson Associates, Inc. April 2011 - December 2011
Redapt Systems April 2010 - February 2011
Fidelity National Title Insurance Company February 2007 - April 2008
Wachovia Securities July 2005 - February 2007
Skills
CRM, Leadership, Sales, CHEF Style DevOps Kung...
Education
Seattle University 2007 — 2009
Master of Business Administration (M.B.A.)
University of Washington 2000 — 2004
Bachelor of Arts Degree, Economics
The Institute for Social & International Studies
Aaron Becker Aaron Becker's Wachovia Securities Experience October 2007 - July 2009
Job Research Analyst at Wells Fargo Investment Institute
Industry Financial Services
Experience
Wells Fargo Investment Institute November 2014 - Present
Wells Fargo Advisors, LLC August 2006 - Present
Wachovia Securities October 2007 - July 2009
Gallatin Asset Management August 2006 - October 2007
Skills
Project Management, Microsoft Excel, Business Analysis, Data Analysis, Microsoft Office, SQL, VBA, Customer Service, Databases, Microsoft Word, Research, SharePoint, Risk Management, Customer Satisfaction, Access
Education
Saint Louis University 2006 — 2008
MBA
Saint Louis University 1999 — 2002
BSBA, Management Information Systems, Film Studies
Wells Fargo Investment Institute November 2014 - Present
Wells Fargo Advisors, LLC August 2006 - Present
Wachovia Securities October 2007 - July 2009
Gallatin Asset Management August 2006 - October 2007
Skills
Project Management, Microsoft Excel, Business Analysis, Data Analysis, Microsoft Office, SQL, VBA, Customer Service, Databases, Microsoft Word, Research, SharePoint, Risk Management, Customer Satisfaction, Access
Education
Saint Louis University 2006 — 2008
MBA
Saint Louis University 1999 — 2002
BSBA, Management Information Systems, Film Studies
Leo Budin Leo Budin's Wachovia Securities Experience March 2001 - February 2011
Job Managing Director at First Key Mortgage
Industry Capital Markets
Experience
First Key Mortgage December 2014 - Present
Cerberus Capital Management July 2013 - Present
Hillcrest Ave Holdings, LLC March 2012 - July 2013
Societe Generale February 2011 - March 2012
Wachovia Securities March 2001 - February 2011
RBS Greenwich Capital March 1997 - March 2001
BlackRock April 1993 - March 1997
Aetna Life & Casualty May 1989 - April 1993
United Technologies July 1986 - May 1989
Scan Optics June 1985 - July 1986
Skills
Team Building, Marketing, Leadership, Commercial Real Estate, Fixed Income, Team Management, MBS, Hedge Funds, Agency MBS, Agile Application..., Vendor Management, Bonds, Executive Management, Structured Products, Mortgage Lending, Mortgage Banking, Residential Mortgages, Mortgage Servicing, Valuation, Trading
Education
The University of Connecticut 1990 — 1994
M.B.A, finance
Rensselaer Polytechnic Institute 1987 — 1989
M.S. in Computer Science, object orient programming, neural networks
The University of Connecticut 1980 — 1985
B.S. in Software Engineering, software design
First Key Mortgage December 2014 - Present
Cerberus Capital Management July 2013 - Present
Hillcrest Ave Holdings, LLC March 2012 - July 2013
Societe Generale February 2011 - March 2012
Wachovia Securities March 2001 - February 2011
RBS Greenwich Capital March 1997 - March 2001
BlackRock April 1993 - March 1997
Aetna Life & Casualty May 1989 - April 1993
United Technologies July 1986 - May 1989
Scan Optics June 1985 - July 1986
Skills
Team Building, Marketing, Leadership, Commercial Real Estate, Fixed Income, Team Management, MBS, Hedge Funds, Agency MBS, Agile Application..., Vendor Management, Bonds, Executive Management, Structured Products, Mortgage Lending, Mortgage Banking, Residential Mortgages, Mortgage Servicing, Valuation, Trading
Education
The University of Connecticut 1990 — 1994
M.B.A, finance
Rensselaer Polytechnic Institute 1987 — 1989
M.S. in Computer Science, object orient programming, neural networks
The University of Connecticut 1980 — 1985
B.S. in Software Engineering, software design
Daphne Wilson's Wachovia Securities Experience February 2003 - November 2007
Job Lead Systems Architect at Walgreens
Industry Information Technology and Services
Experience
Walgreens December 2012 - Present
Terillium January 2011 - December 2012
Hi-Tech Solutions June 2010 - January 2011
CNA Insurance November 2008 - June 2010
Wachovia Securities February 2003 - November 2007
Allstate Insurance December 2002 - April 2003
Fujitsu Network Communications July 2000 - December 2002
Loyola University Medical Center 1999 - 2002
Epsilon 1999 - 2001
CNA Insurance 1997 - 1999
Skills
OBIEE, Business Intelligence..., Informatica, DAC, Oracle Applications, Weblogic, Data Warehousing, Database Design, Database Administration, Linux, Unix, Unix Shell Scripting, Oracle SQL, PL/SQL, SDLC, User Acceptance Testing, Windows Server, Databases, ETL, Requirements Analysis, Enterprise Architecture, Integration, SQL, Data Modeling, Business Intelligence, Microsoft SQL Server, Data Migration, Software Development, WebLogic, Shell Scripting
Education
Roosevelt University 2000 — 2004
Bachelor's degree, Computer Science
Walgreens December 2012 - Present
Terillium January 2011 - December 2012
Hi-Tech Solutions June 2010 - January 2011
CNA Insurance November 2008 - June 2010
Wachovia Securities February 2003 - November 2007
Allstate Insurance December 2002 - April 2003
Fujitsu Network Communications July 2000 - December 2002
Loyola University Medical Center 1999 - 2002
Epsilon 1999 - 2001
CNA Insurance 1997 - 1999
Skills
OBIEE, Business Intelligence..., Informatica, DAC, Oracle Applications, Weblogic, Data Warehousing, Database Design, Database Administration, Linux, Unix, Unix Shell Scripting, Oracle SQL, PL/SQL, SDLC, User Acceptance Testing, Windows Server, Databases, ETL, Requirements Analysis, Enterprise Architecture, Integration, SQL, Data Modeling, Business Intelligence, Microsoft SQL Server, Data Migration, Software Development, WebLogic, Shell Scripting
Education
Roosevelt University 2000 — 2004
Bachelor's degree, Computer Science
Michael Hill, CFA Michael Hill, CFA's Wachovia Securities Experience October 2006 - November 2008
Job Analyst, Fixed Income & Derivatives at NISA Investment Advisors, L.L.C.
Industry Investment Management
Experience
NISA Investment Advisors, L.L.C. February 2015 - Present
Webster University January 2014 - Present
NISA Investment Advisors, L.L.C. March 2013 - January 2015
Registered Investment Advisor March 2010 - February 2013
Wells Fargo Advisors November 2008 - March 2010
Wachovia Securities October 2006 - November 2008
AG Edwards Trust Company June 2004 - October 2006
Education
Webster University
MS, Finance (MSF)
Saint Louis University 1999 — 2003
BSBA, International Business, Minor: Spanish
NISA Investment Advisors, L.L.C. February 2015 - Present
Webster University January 2014 - Present
NISA Investment Advisors, L.L.C. March 2013 - January 2015
Registered Investment Advisor March 2010 - February 2013
Wells Fargo Advisors November 2008 - March 2010
Wachovia Securities October 2006 - November 2008
AG Edwards Trust Company June 2004 - October 2006
Education
Webster University
MS, Finance (MSF)
Saint Louis University 1999 — 2003
BSBA, International Business, Minor: Spanish
John Osterberg, CRC John Osterberg, CRC's Wachovia Securities Experience 2000 - 2009
Job Financial Advisor and Associate VP at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2009 - Present
Wachovia Securities 2000 - 2009
Citigroup 1991 - 1999
Skills
Series 7, Series 63, series 9/10, Series 24, Retirement Planning, Wealth Management, Asset Allocation, Securities, Mutual Funds, Investment Advisory, Banking, Personal Financial..., tax advantaged investing, Estate Planning, High Net Worth..., CA Insurance License..., Uniform Combined State...
Education
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
B.A., Economics
Ameriprise Financial Services, Inc. March 2009 - Present
Wachovia Securities 2000 - 2009
Citigroup 1991 - 1999
Skills
Series 7, Series 63, series 9/10, Series 24, Retirement Planning, Wealth Management, Asset Allocation, Securities, Mutual Funds, Investment Advisory, Banking, Personal Financial..., tax advantaged investing, Estate Planning, High Net Worth..., CA Insurance License..., Uniform Combined State...
Education
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
B.A., Economics
Kyle Wootten Kyle Wootten's Wachovia Securities Experience March 2007 - February 2009
Job Deputy Director, Regulatory and Compliance Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters December 2013 - Present
Wells Fargo Advisors March 2013 - December 2013
Wells Fargo Advisors July 2012 - March 2013
Wells Fargo Advisors February 2009 - July 2012
Wachovia Securities March 2007 - February 2009
A.G. Edwards & Sons April 2006 - March 2007
A.G. Edwards & Sons, Inc. April 2001 - August 2004
Skills
Series 7, Series 24
Education
Saint Louis University
B.A., Econonics
Saint Louis University School of Law
J.D.
Thomson Reuters December 2013 - Present
Wells Fargo Advisors March 2013 - December 2013
Wells Fargo Advisors July 2012 - March 2013
Wells Fargo Advisors February 2009 - July 2012
Wachovia Securities March 2007 - February 2009
A.G. Edwards & Sons April 2006 - March 2007
A.G. Edwards & Sons, Inc. April 2001 - August 2004
Skills
Series 7, Series 24
Education
Saint Louis University
B.A., Econonics
Saint Louis University School of Law
J.D.
Wayne Ribnick Wayne Ribnick's Wachovia Securities Experience July 1999 - November 2004
Job President at Malibu Capital Management, Inc.
Industry Financial Services
Experience
Malibu Capital Management, Inc. November 2004 - Present
Wachovia Securities July 1999 - November 2004
Dean Witter/Morgan Stanley December 1995 - July 1999
Skills
Financial Services
Education
San Jose State University 1969 — 1974
Batchlor or Arts, Political Science and Government
Birmingham High School 1966 — 1969
Malibu Capital Management, Inc. November 2004 - Present
Wachovia Securities July 1999 - November 2004
Dean Witter/Morgan Stanley December 1995 - July 1999
Skills
Financial Services
Education
San Jose State University 1969 — 1974
Batchlor or Arts, Political Science and Government
Birmingham High School 1966 — 1969
Guy Schoepfer Guy Schoepfer's Wachovia Securities Experience September 2004 - May 2009
Job Senior Vice President Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2009 - Present
Wachovia Securities September 2004 - May 2009
UBS May 2001 - September 2004
Merrill Lynch September 1991 - May 2001
A.G. Edwards & Sons, Inc. January 1988 - September 1991
Skills
Finance, Securities, Risk Management, Mutual Funds, Fixed Annuities, Management, Financial Analysis, Variable Annuities, Life Insurance
Education
Regis University 2002 — 2004
Master of Business Administration (M.B.A.), Finance and Accounting
Rochester Institute of Technology 1982 — 1986
Bachelor of Science (B.S.), Nuclear Medical Technology/Technologist
Wells Fargo Advisors, LLC May 2009 - Present
Wachovia Securities September 2004 - May 2009
UBS May 2001 - September 2004
Merrill Lynch September 1991 - May 2001
A.G. Edwards & Sons, Inc. January 1988 - September 1991
Skills
Finance, Securities, Risk Management, Mutual Funds, Fixed Annuities, Management, Financial Analysis, Variable Annuities, Life Insurance
Education
Regis University 2002 — 2004
Master of Business Administration (M.B.A.), Finance and Accounting
Rochester Institute of Technology 1982 — 1986
Bachelor of Science (B.S.), Nuclear Medical Technology/Technologist
Patrick Slack Patrick Slack's Wachovia Securities Experience June 2007 - July 2008
Job
Industry Investment Management
Experience
Stadion Money Management January 2014 - December 2014
AssetMark March 2009 - December 2013
Wachovia Securities June 2007 - July 2008
Evergreen Investments October 2000 - June 2007
Evergreen Investments December 2002 - December 2005
Skills
Series 7, Series 63, Series 65, Investments, Mutual Funds, Wealth Management, Retirement Planning, Management, Asset Allocation, Asset Management, Financial Services
Education
Roanoke College 1989 — 2003
Bachelor of Science (BS)
Stadion Money Management January 2014 - December 2014
AssetMark March 2009 - December 2013
Wachovia Securities June 2007 - July 2008
Evergreen Investments October 2000 - June 2007
Evergreen Investments December 2002 - December 2005
Skills
Series 7, Series 63, Series 65, Investments, Mutual Funds, Wealth Management, Retirement Planning, Management, Asset Allocation, Asset Management, Financial Services
Education
Roanoke College 1989 — 2003
Bachelor of Science (BS)
Lyndsey Carroll Lyndsey Carroll's Wachovia Securities Experience February 2003 - December 2007
Job Art Therapy Graduate Student
Industry Executive Office
Experience
GE Lighting January 2010 - April 2013
Lowe's Home Improvement June 2008 - April 2009
Fitzgerald Contracting January 2008 - June 2008
Wachovia Securities February 2003 - December 2007
McKnight and Associates, P.C. November 2001 - August 2002
Ambassador Animal Hospital August 1998 - May 2001
Skills
Microsoft Office, Appointment Scheduling, Organization &..., Clerical Skills, Outlook, Lotus Notes, Filing, Multi Tasking, Multi-line Phone, Data Entry, Account Management, Customer Service, Long-term Customer..., Purchase Orders, Order Processing, Order Management, Returns, Fax, Internet, Discrepancy Resolution, AS400 system, Retail Sales, Sales Support Tools, Customer Satisfaction, New Business Development, Sales, Strategic Planning, Management, Operations Management, Sales Management, Cross-functional Team..., Process Improvement, Leadership, Team Building, Sales Operations
Education
Saint Mary-of-the-Woods College 2015 — 2018
Master’s Degree, Art Therapy/Therapist
Virginia Commonwealth University 1999 — 2008
Bachelor of Fine Arts (BFA), Craft and Material Studies
GE Lighting January 2010 - April 2013
Lowe's Home Improvement June 2008 - April 2009
Fitzgerald Contracting January 2008 - June 2008
Wachovia Securities February 2003 - December 2007
McKnight and Associates, P.C. November 2001 - August 2002
Ambassador Animal Hospital August 1998 - May 2001
Skills
Microsoft Office, Appointment Scheduling, Organization &..., Clerical Skills, Outlook, Lotus Notes, Filing, Multi Tasking, Multi-line Phone, Data Entry, Account Management, Customer Service, Long-term Customer..., Purchase Orders, Order Processing, Order Management, Returns, Fax, Internet, Discrepancy Resolution, AS400 system, Retail Sales, Sales Support Tools, Customer Satisfaction, New Business Development, Sales, Strategic Planning, Management, Operations Management, Sales Management, Cross-functional Team..., Process Improvement, Leadership, Team Building, Sales Operations
Education
Saint Mary-of-the-Woods College 2015 — 2018
Master’s Degree, Art Therapy/Therapist
Virginia Commonwealth University 1999 — 2008
Bachelor of Fine Arts (BFA), Craft and Material Studies
Chris Ruiz Chris Ruiz's Wachovia Securities Experience November 2008 - December 2009
Job Senior Buyer at UTC Aerospace Systems
Industry Military
Experience
UTC Aerospace Systems August 2015 - Present
US Navy - SPAWAR HQ (Space and Naval Warfare Systems Command) November 2013 - Present
US Navy - Military Sealift Command December 2009 - November 2013
Wachovia Securities November 2008 - December 2009
Naval Security Group Activity San Diego, USS OLDENDORF (DD 972), USS FLETCHER (DD 992), August 2001 - August 2005
Skills
Contract Management, Contract Negotiation, Government Contracting, Top Secret, Government, Security Clearance, Source Selection, DoD, Defense Contracting, Navy, Defence Sector, Military, Logistics, Procurement, Defense, •Proficient in..., Microsoft Excel, SPS/PD2, Operations Management, Government Procurement, Management, Information Assurance, Federal Government, Training, Operational Planning, Analysis, Team Leadership, Military Experience, Project Planning, Process Improvement, Cross-functional Team..., Earned Value Management, Military Operations, National Security, Strategy, FAR, Proposal Writing, Leadership
Education
University of San Diego School of Business Administration 2013 — 2015
Master of Business Administration (MBA), GPA 3.9
Darden Graduate School of Business Administration 2012 — 2012
Executive Education Certificate, Navy Business Resource Management Program, Pass
San Diego State University-California State University 2008 — 2009
Bachelor of Science, Business Admin (Finance), GPA 3.5
UTC Aerospace Systems August 2015 - Present
US Navy - SPAWAR HQ (Space and Naval Warfare Systems Command) November 2013 - Present
US Navy - Military Sealift Command December 2009 - November 2013
Wachovia Securities November 2008 - December 2009
Naval Security Group Activity San Diego, USS OLDENDORF (DD 972), USS FLETCHER (DD 992), August 2001 - August 2005
Skills
Contract Management, Contract Negotiation, Government Contracting, Top Secret, Government, Security Clearance, Source Selection, DoD, Defense Contracting, Navy, Defence Sector, Military, Logistics, Procurement, Defense, •Proficient in..., Microsoft Excel, SPS/PD2, Operations Management, Government Procurement, Management, Information Assurance, Federal Government, Training, Operational Planning, Analysis, Team Leadership, Military Experience, Project Planning, Process Improvement, Cross-functional Team..., Earned Value Management, Military Operations, National Security, Strategy, FAR, Proposal Writing, Leadership
Education
University of San Diego School of Business Administration 2013 — 2015
Master of Business Administration (MBA), GPA 3.9
Darden Graduate School of Business Administration 2012 — 2012
Executive Education Certificate, Navy Business Resource Management Program, Pass
San Diego State University-California State University 2008 — 2009
Bachelor of Science, Business Admin (Finance), GPA 3.5
Chris Haberlin, CFA Chris Haberlin, CFA's Wachovia Securities Experience September 2002 - December 2005
Job Investment Analyst at Agincourt Capital Management
Industry Investment Management
Experience
Agincourt Capital Management February 2014 - Present
Davenport & Company LLC January 2006 - September 2013
Wachovia Securities September 2002 - December 2005
Skills
Valuation, Investments, Equity Research, Financial Modeling, Equities, Capital Markets, Finance, Bloomberg, Portfolio Management, Fixed Income, Investment Management, Asset Management, Financial Analysis, Investment Advisory, Chartered Financial..., Asset Allocation
Education
University of Richmond - Richard S. Reynolds Graduate School of Business 2004 — 2007
Master of Business Administration (MBA), Finance
Randolph-Macon College 1998 — 2002
Bachelor's Degree, International Relations, Concentration: Business and Economics
Agincourt Capital Management February 2014 - Present
Davenport & Company LLC January 2006 - September 2013
Wachovia Securities September 2002 - December 2005
Skills
Valuation, Investments, Equity Research, Financial Modeling, Equities, Capital Markets, Finance, Bloomberg, Portfolio Management, Fixed Income, Investment Management, Asset Management, Financial Analysis, Investment Advisory, Chartered Financial..., Asset Allocation
Education
University of Richmond - Richard S. Reynolds Graduate School of Business 2004 — 2007
Master of Business Administration (MBA), Finance
Randolph-Macon College 1998 — 2002
Bachelor's Degree, International Relations, Concentration: Business and Economics
Thomas Farmer, CFP®,C(k)P® Thomas Farmer, CFP®,C(k)P®'s Wachovia Securities Experience 2007 - 2009
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2009 - Present
Wachovia Securities 2007 - 2009
Skills
Investments, Retirement, Mutual Funds, Insurance, Retirement Plan..., Investment Strategies, Retirement Planning, Asset Allocation, Financial Advisory, Concentrated Stock..., 401(k) Rollovers, Estate Investment...
Education
UCLA Anderson School of Management 2013 — 2014
TRAU® - The Retirement Advisor University, C(k)P®
Sewanee-The University of the South 2002 — 2006
BA, English & Economics
University of Virginia- The McIntire Business Institute
Finance, Management, Marketing, Accounting
Holy Innocents' Episcopal School
Wells Fargo Advisors, LLC January 2009 - Present
Wachovia Securities 2007 - 2009
Skills
Investments, Retirement, Mutual Funds, Insurance, Retirement Plan..., Investment Strategies, Retirement Planning, Asset Allocation, Financial Advisory, Concentrated Stock..., 401(k) Rollovers, Estate Investment...
Education
UCLA Anderson School of Management 2013 — 2014
TRAU® - The Retirement Advisor University, C(k)P®
Sewanee-The University of the South 2002 — 2006
BA, English & Economics
University of Virginia- The McIntire Business Institute
Finance, Management, Marketing, Accounting
Holy Innocents' Episcopal School
Kelly Adams's Wachovia Securities Experience September 2004 - August 2006
Job Finance Manager at The Presbyterian Outlook
Industry Nonprofit Organization Management
Experience
The Presbyterian Outlook May 2015 - Present
BizPort August 2012 - May 2015
Great Aspirations Scholarship Program, Inc January 2011 - August 2012
Davenport & Company, LLC August 2006 - December 2010
Wachovia Securities September 2004 - August 2006
Skills
Non-profits, Public Speaking, Event Planning, Research, Microsoft Office, Event Management, QuickBooks, Accounting, Financial Accounting, Nonprofits, Management, Microsoft Excel, Accounts Payable, Accounts Receivable, Human Resources, Month End Close, Account Reconciliation, Bank Reconciliation, Collections, Expense Reports, Customer Service, Invoicing, researc, Insurance, Investments, Marketing, Finance
Education
Randolph-Macon College 2000 — 2004
Bachelor of Arts, Political Science
The Presbyterian Outlook May 2015 - Present
BizPort August 2012 - May 2015
Great Aspirations Scholarship Program, Inc January 2011 - August 2012
Davenport & Company, LLC August 2006 - December 2010
Wachovia Securities September 2004 - August 2006
Skills
Non-profits, Public Speaking, Event Planning, Research, Microsoft Office, Event Management, QuickBooks, Accounting, Financial Accounting, Nonprofits, Management, Microsoft Excel, Accounts Payable, Accounts Receivable, Human Resources, Month End Close, Account Reconciliation, Bank Reconciliation, Collections, Expense Reports, Customer Service, Invoicing, researc, Insurance, Investments, Marketing, Finance
Education
Randolph-Macon College 2000 — 2004
Bachelor of Arts, Political Science
Craig McGlinchey Craig McGlinchey's Wachovia Securities Experience April 2004 - September 2007
Job Operations Controller at PACCAR
Industry Transportation/Trucking/Railroad
Experience
PACCAR November 2010 - Present
Hanford challenge 2011 - 2014
Russell Investments largest global division September 2007 - November 2010
Wachovia Securities April 2004 - September 2007
GE Capital: GE Financial Assurance July 1999 - April 2004
GE Capital: GE Financial Assurance January 1997 - July 1999
Charles Schwab Corporation January 1995 - January 1997
Charles Schwab Corporation January 1995 - January 1997
San Francisco Federal Savings and Loan January 1994 - January 1995
San Francisco Federal Savings & Loan January 1994 - January 1995
Skills
Strategic Financial..., Accounting, SEC filings, Cost Accounting, Consolidation, Risk Management, Organizational..., Joint Ventures, Customer Profitability, System Design, Financial Analysis, Financial Reporting, Strategy, Forecasting
Education
Seattle University 2010 — 2011
Masters
University of Southern California 1986 — 1988
BS
PACCAR November 2010 - Present
Hanford challenge 2011 - 2014
Russell Investments largest global division September 2007 - November 2010
Wachovia Securities April 2004 - September 2007
GE Capital: GE Financial Assurance July 1999 - April 2004
GE Capital: GE Financial Assurance January 1997 - July 1999
Charles Schwab Corporation January 1995 - January 1997
Charles Schwab Corporation January 1995 - January 1997
San Francisco Federal Savings and Loan January 1994 - January 1995
San Francisco Federal Savings & Loan January 1994 - January 1995
Skills
Strategic Financial..., Accounting, SEC filings, Cost Accounting, Consolidation, Risk Management, Organizational..., Joint Ventures, Customer Profitability, System Design, Financial Analysis, Financial Reporting, Strategy, Forecasting
Education
Seattle University 2010 — 2011
Masters
University of Southern California 1986 — 1988
BS
E. Tracy Lutke E. Tracy Lutke's Wachovia Securities Experience March 1987 - September 2009
Job SVP; Director of Branch Operations
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 1987 - Present
Wachovia Securities March 1987 - September 2009
Skills
Investments, Brokerage, Series 7, Series 63, Mergers & Acquisitions, Relationship Management, Securities
Education
Virginia Commonwealth University 1983 — 1986
Business of Science, Business Administration and Management, General
Radford University 1982 — 1983
Business Administration and Management, General
Wells Fargo Advisors, LLC March 1987 - Present
Wachovia Securities March 1987 - September 2009
Skills
Investments, Brokerage, Series 7, Series 63, Mergers & Acquisitions, Relationship Management, Securities
Education
Virginia Commonwealth University 1983 — 1986
Business of Science, Business Administration and Management, General
Radford University 1982 — 1983
Business Administration and Management, General
Isabell Daniel Isabell Daniel's Wachovia Securities Experience August 2004 - August 2006
Job Licensed Esthetician, Eyelash Extensionist, and Makeup Artist for Kalliste Clean Beauty Inc.
Industry Cosmetics
Experience
Kalliste Clean Beauty inc. January 2011 - Present
MiCamp Merchant Services 2010 - Present
YouSwoop February 2010 - November 2010
Chicago Skin Solutions April 2009 - November 2010
European Massage Therapy School March 2009 - February 2010
Rizzo Realty Group 2008 - 2009
Smith Barney August 2006 - June 2008
Wachovia Securities August 2004 - August 2006
Wachovia Securities August 2004 - August 2006
Bell Tower- Spa April 2002 - August 2004
Skills
Marketing, Small Business, Marketing Strategy, Customer Service, Financial Analysis, Investments, Portfolio Management, New Business Development, Relationship Management, Sales, Business Development, Financial Services, Social Media, Sales Management, Microsoft Excel, Sales Process, Microsoft Office, Customer Acquisition, Strategic Financial..., Insurance, Skin Care, CRM, Direct Sales, Beauty, Strategic Partnerships, Communication, Credit, Training, Account Management, Beauty Industry, Customer Retention, Strategic Planning
Education
Clarkstown South High School 1995 — 1999
Estelle skincare and spa institute
Rockland Community College
Associates, Math and Science
University of Arizona
Kalliste Clean Beauty inc. January 2011 - Present
MiCamp Merchant Services 2010 - Present
YouSwoop February 2010 - November 2010
Chicago Skin Solutions April 2009 - November 2010
European Massage Therapy School March 2009 - February 2010
Rizzo Realty Group 2008 - 2009
Smith Barney August 2006 - June 2008
Wachovia Securities August 2004 - August 2006
Wachovia Securities August 2004 - August 2006
Bell Tower- Spa April 2002 - August 2004
Skills
Marketing, Small Business, Marketing Strategy, Customer Service, Financial Analysis, Investments, Portfolio Management, New Business Development, Relationship Management, Sales, Business Development, Financial Services, Social Media, Sales Management, Microsoft Excel, Sales Process, Microsoft Office, Customer Acquisition, Strategic Financial..., Insurance, Skin Care, CRM, Direct Sales, Beauty, Strategic Partnerships, Communication, Credit, Training, Account Management, Beauty Industry, Customer Retention, Strategic Planning
Education
Clarkstown South High School 1995 — 1999
Estelle skincare and spa institute
Rockland Community College
Associates, Math and Science
University of Arizona
Ryan Swanson's Wachovia Securities Experience November 2006 - February 2008
Job IT Infrastructure Consultant at Myriad Supply
Industry Financial Services
Experience
Myriad Supply November 2010 - Present
Standard & Poor's, Capital IQ March 2008 - September 2009
Wachovia Securities November 2006 - February 2008
Skills
Telecommunications, Cisco Technologies, Salesforce.com, Sales, Network Design, Network Administration, Consulting, Network Hardware, IT Procurement, Data Center, VoIP, Juniper, Networking, Managed Services, Software Installation, Cloud Computing, Troubleshooting, Technical Support, Security, Solution Selling, Information Technology, Juniper Technologies, SaaS
Education
Radford University 2002 — 2006
B.B.A, Finance & Economics
Myriad Supply November 2010 - Present
Standard & Poor's, Capital IQ March 2008 - September 2009
Wachovia Securities November 2006 - February 2008
Skills
Telecommunications, Cisco Technologies, Salesforce.com, Sales, Network Design, Network Administration, Consulting, Network Hardware, IT Procurement, Data Center, VoIP, Juniper, Networking, Managed Services, Software Installation, Cloud Computing, Troubleshooting, Technical Support, Security, Solution Selling, Information Technology, Juniper Technologies, SaaS
Education
Radford University 2002 — 2006
B.B.A, Finance & Economics
Rick Garrett Rick Garrett's Wachovia Securities Experience January 2003 - August 2005
Job Graphic Designer/Production Artist
Industry Graphic Design
Experience
Merrill Gardens November 2013 - Present
Self Employed - Web Graphic Design October 2008 - Present
Starbucks January 2012 - June 2012
Alliant Insurance Services 2012 - 2012
Boeing August 2005 - October 2008
Liaisons Bar January 2000 - October 2008
Real Change News April 2006 - December 2006
Wachovia Securities January 2003 - August 2005
Johnson C. Smith University 1999 - 2001
Skills
Web Design, Graphic Design, Copy Editing, Adobe Creative Suite, CSS, SEO, XHTML, JavaScript, jQuery, Photoshop, User Experience, Illustrator, Dreamweaver, Advertising, WordPress, InDesign, Logo Design, Creative Direction, PHP, Front-end, Layout, Mac, CMS, Typography, HTML 5, Graphics
Education
University of Denver 2010 — 2013
Masters Certificate, Web Design and Development, 3.8
Seattle Central College 2009 — 2011
Certificate, Web Design
University of North Carolina at
B.A, English
Merrill Gardens November 2013 - Present
Self Employed - Web Graphic Design October 2008 - Present
Starbucks January 2012 - June 2012
Alliant Insurance Services 2012 - 2012
Boeing August 2005 - October 2008
Liaisons Bar January 2000 - October 2008
Real Change News April 2006 - December 2006
Wachovia Securities January 2003 - August 2005
Johnson C. Smith University 1999 - 2001
Skills
Web Design, Graphic Design, Copy Editing, Adobe Creative Suite, CSS, SEO, XHTML, JavaScript, jQuery, Photoshop, User Experience, Illustrator, Dreamweaver, Advertising, WordPress, InDesign, Logo Design, Creative Direction, PHP, Front-end, Layout, Mac, CMS, Typography, HTML 5, Graphics
Education
University of Denver 2010 — 2013
Masters Certificate, Web Design and Development, 3.8
Seattle Central College 2009 — 2011
Certificate, Web Design
University of North Carolina at
B.A, English
Navendu Inamdar Navendu Inamdar's Wachovia Securities Experience February 2004 - December 2008
Job IT leader JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase December 2010 - Present
Wells Fargo Advisors January 2010 - November 2010
Wachovia Securities February 2004 - December 2008
blue cross blue shields 2001 - 2003
discover financial 1999 - 2000
kanbay-cap gemini 1997 - 1999
Skills
EDA, SOA, IBM BPM, IT Strategy, it vision, Offshore Management, Vendor Management, TOGAF, Enterprise Architecture, Treasury Services, Banking, Mergers, Risk Management, Capital Markets, Financial Services, ETL, j2ee/.net, .NET, Process Improvement, Enterprise Software, Data Warehousing, Requirements Analysis, SDLC, Business Intelligence, Software Project..., Management, Business Analysis
Education
Shivaji University
BS
Symbiosis International University
MBA
JP Morgan Chase December 2010 - Present
Wells Fargo Advisors January 2010 - November 2010
Wachovia Securities February 2004 - December 2008
blue cross blue shields 2001 - 2003
discover financial 1999 - 2000
kanbay-cap gemini 1997 - 1999
Skills
EDA, SOA, IBM BPM, IT Strategy, it vision, Offshore Management, Vendor Management, TOGAF, Enterprise Architecture, Treasury Services, Banking, Mergers, Risk Management, Capital Markets, Financial Services, ETL, j2ee/.net, .NET, Process Improvement, Enterprise Software, Data Warehousing, Requirements Analysis, SDLC, Business Intelligence, Software Project..., Management, Business Analysis
Education
Shivaji University
BS
Symbiosis International University
MBA
Jeffrey Pollard Jeffrey Pollard's Wachovia Securities Experience June 2004 - April 2007
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - Present
Janney Montgomery Scott April 2007 - June 2015
WACHOVIA SECURITIES June 2004 - April 2007
The College of Saint Rose July 2001 - June 2004
Skills
Retirement Planning, Investments, Investment Strategies, Financial Advisory, Bonds, Life Insurance, ETFs, Long Term Care Insurance, Stocks, Alternative Investments, Fixed Income, Municipal Bonds, Investment Advisory
Education
Saint Michael's College 1997 — 2001
Bachelor of Science, Psychology, Business
Saratoga Springs High School 1994 — 1997
Regents
Wells Fargo Advisors July 2015 - Present
Janney Montgomery Scott April 2007 - June 2015
WACHOVIA SECURITIES June 2004 - April 2007
The College of Saint Rose July 2001 - June 2004
Skills
Retirement Planning, Investments, Investment Strategies, Financial Advisory, Bonds, Life Insurance, ETFs, Long Term Care Insurance, Stocks, Alternative Investments, Fixed Income, Municipal Bonds, Investment Advisory
Education
Saint Michael's College 1997 — 2001
Bachelor of Science, Psychology, Business
Saratoga Springs High School 1994 — 1997
Regents
Paul McCaffery Paul McCaffery's Wachovia Securities Experience January 2005 - April 2005
Job President, PCM & Associates
Industry Financial Services
Experience
PCM & Associates January 1997 - Present
Broadridge Systems August 2007 - May 2008
Thrivent Financial April 2007 - July 2007
Thomson Beta Systems August 2006 - February 2007
Wachovia Securities January 2005 - April 2005
AMRO Bank October 2002 - June 2004
J.P. Morgan Bank April 2002 - September 2002
Banque Paribas February 2002 - April 2002
Firstar/Mercantile Bank April 2001 - February 2002
LPL Securities September 2000 - March 2001
Skills
Bloomberg, Requirements Analysis, Process Improvement, Mutual Funds, Trading, Fixed Income, Accounting, Budgets, Analysis, Asset Management, Hedge Funds, SDLC, Securities, Trading Systems, Business Analysis, Portfolio Management, Equities, Financial Services, Management, Back Office, Banking, Insurance, Requirements Gathering, Asset Allocation, Funding, Corporate Actions, Bonds, Vendor Management
Education
Saint Peter's University 1969 — 1973
B.S, Economics
Saint Peter's University 1969 — 1973
Bachelor of Science (BS), Economiics, 2.75
PCM & Associates January 1997 - Present
Broadridge Systems August 2007 - May 2008
Thrivent Financial April 2007 - July 2007
Thomson Beta Systems August 2006 - February 2007
Wachovia Securities January 2005 - April 2005
AMRO Bank October 2002 - June 2004
J.P. Morgan Bank April 2002 - September 2002
Banque Paribas February 2002 - April 2002
Firstar/Mercantile Bank April 2001 - February 2002
LPL Securities September 2000 - March 2001
Skills
Bloomberg, Requirements Analysis, Process Improvement, Mutual Funds, Trading, Fixed Income, Accounting, Budgets, Analysis, Asset Management, Hedge Funds, SDLC, Securities, Trading Systems, Business Analysis, Portfolio Management, Equities, Financial Services, Management, Back Office, Banking, Insurance, Requirements Gathering, Asset Allocation, Funding, Corporate Actions, Bonds, Vendor Management
Education
Saint Peter's University 1969 — 1973
B.S, Economics
Saint Peter's University 1969 — 1973
Bachelor of Science (BS), Economiics, 2.75
Charles Kaufman Charles Kaufman's Wachovia Securities Experience 2005 - 2007
Job CPA, Financial Reporting Manager
Industry Banking
Experience
Union Bankshares Corporation October 2007 - Present
Wachovia Securities 2005 - 2007
AAI Corporation 2004 - 2006
DAP Inc. 2000 - 2004
AMF Bowling, Inc. 1994 - 2000
Skills
Financial Modeling, Risk Management, Finance, Banking, Financial Analysis, Accounting, Financial Reporting, Strategic Financial...
Education
Virginia Commonwealth University - School of Business 1994 — 1997
Post-baccalaureate certificate in Accounting
Rutgers, The State University of New Jersey-Newark 1987 — 1989
MBA
Virginia Polytechnic Institute and State University 1980 — 1985
BA
Virginia Polytechnic Institute and State University 1980 — 1985
BA
Union Bankshares Corporation October 2007 - Present
Wachovia Securities 2005 - 2007
AAI Corporation 2004 - 2006
DAP Inc. 2000 - 2004
AMF Bowling, Inc. 1994 - 2000
Skills
Financial Modeling, Risk Management, Finance, Banking, Financial Analysis, Accounting, Financial Reporting, Strategic Financial...
Education
Virginia Commonwealth University - School of Business 1994 — 1997
Post-baccalaureate certificate in Accounting
Rutgers, The State University of New Jersey-Newark 1987 — 1989
MBA
Virginia Polytechnic Institute and State University 1980 — 1985
BA
Virginia Polytechnic Institute and State University 1980 — 1985
BA
Julie Jensen, PMP Julie Jensen, PMP's Wachovia Securities Experience September 1995 - May 2009
Job Lead Business Analyst at US Foods
Industry Information Technology and Services
Experience
US Foods March 2011 - Present
TEK Systems November 2010 - March 2011
One Plus One Events March 2009 - November 2010
Wachovia Securities September 1995 - May 2009
Wachovia (formerly First Union) July 2001 - February 2007
First Union (formerly Everen Securities) February 1998 - June 2001
Everen Securities (formerly Kemper Securities) September 1995 - February 1998
Skills
Business Analysis, Program Management, Product Management, SDLC, Vendor Management, Project Management, Social Media, CRM, Entrepreneurship, Team Building, Requirements Gathering, Business Process..., Change Management, Cross-functional Team..., Management, Analytics, Business Intelligence, Leadership, Requirements Analysis, PMP, Strategy, Analysis, Integration, Competitive Analysis, E-commerce, Agile & Waterfall..., Software Development
Education
Loyola University of Chicago - Graduate School of Business 1997 — 1999
MBA
University of Redlands 1985 — 1989
BA
Institute of European Studies 1988 — 1988
International Studies
Pem Day/Sunset
US Foods March 2011 - Present
TEK Systems November 2010 - March 2011
One Plus One Events March 2009 - November 2010
Wachovia Securities September 1995 - May 2009
Wachovia (formerly First Union) July 2001 - February 2007
First Union (formerly Everen Securities) February 1998 - June 2001
Everen Securities (formerly Kemper Securities) September 1995 - February 1998
Skills
Business Analysis, Program Management, Product Management, SDLC, Vendor Management, Project Management, Social Media, CRM, Entrepreneurship, Team Building, Requirements Gathering, Business Process..., Change Management, Cross-functional Team..., Management, Analytics, Business Intelligence, Leadership, Requirements Analysis, PMP, Strategy, Analysis, Integration, Competitive Analysis, E-commerce, Agile & Waterfall..., Software Development
Education
Loyola University of Chicago - Graduate School of Business 1997 — 1999
MBA
University of Redlands 1985 — 1989
BA
Institute of European Studies 1988 — 1988
International Studies
Pem Day/Sunset
Rob Wilhelm's Wachovia Securities Experience March 2008 - May 2008
Job Sr. Business Analyst at Nestle Purina Petcare Company
Industry Consumer Goods
Experience
Nestle Purina Petcare Company August 2014 - Present
Monsanto May 2008 - March 2014
Wachovia Securities March 2008 - May 2008
A.G. Edwards March 2006 - February 2008
A.G. Edwards May 2001 - February 2006
Monsanto 2000 - 2001
ATAS, Inc 1990 - 2000
U.S. Environmental Protection Agency 1989 - 1990
metaTRACE 1988 - 1989
Skills
Quality Assurance, Business Process..., Business Analysis, Process Improvement, Project Management, Sarbanes-Oxley Act, Requirements Gathering, Vendor Management, SharePoint, Requirements Analysis, Analysis, IT Management, Relationship Management, Asset Managment, Risk Management, ITIL v3 Foundations...
Education
Saint Louis University
Master of Business Administration (M.B.A.), MIS
University of Evansville
Bachelor's Degree, Chemistry/Math
Lewis & Clark CC
Rosary High School
High School
Nestle Purina Petcare Company August 2014 - Present
Monsanto May 2008 - March 2014
Wachovia Securities March 2008 - May 2008
A.G. Edwards March 2006 - February 2008
A.G. Edwards May 2001 - February 2006
Monsanto 2000 - 2001
ATAS, Inc 1990 - 2000
U.S. Environmental Protection Agency 1989 - 1990
metaTRACE 1988 - 1989
Skills
Quality Assurance, Business Process..., Business Analysis, Process Improvement, Project Management, Sarbanes-Oxley Act, Requirements Gathering, Vendor Management, SharePoint, Requirements Analysis, Analysis, IT Management, Relationship Management, Asset Managment, Risk Management, ITIL v3 Foundations...
Education
Saint Louis University
Master of Business Administration (M.B.A.), MIS
University of Evansville
Bachelor's Degree, Chemistry/Math
Lewis & Clark CC
Rosary High School
High School
David Straeten David Straeten's Wachovia Securities Experience May 2008 - October 2009
Job Compliance Control Group at Wells Fargo Securities, LLC
Industry Investment Banking
Experience
Wells Fargo Securities December 2013 - Present
Wells Fargo Securities, LLC November 2010 - December 2013
Wells Fargo Advisors October 2009 - October 2010
Wachovia Securities May 2008 - October 2009
Wachovia Securities, LLC June 2006 - April 2008
WACHOVIA SECURITIES July 2003 - May 2006
Skills
Series 7, Securities, FINRA, Series 66, Series 24, Compliance, Series 63, Capital Markets, Mutual Funds, Alternative Investments, Fixed Income, Bonds, Equities, Investment Banking, Risk Management, Hedge Funds, Series 79
Education
Randolph-Macon College 1999 — 2003
Economics/Business, Economics
Norfolk Academy 1987 — 1999
Wells Fargo Securities December 2013 - Present
Wells Fargo Securities, LLC November 2010 - December 2013
Wells Fargo Advisors October 2009 - October 2010
Wachovia Securities May 2008 - October 2009
Wachovia Securities, LLC June 2006 - April 2008
WACHOVIA SECURITIES July 2003 - May 2006
Skills
Series 7, Securities, FINRA, Series 66, Series 24, Compliance, Series 63, Capital Markets, Mutual Funds, Alternative Investments, Fixed Income, Bonds, Equities, Investment Banking, Risk Management, Hedge Funds, Series 79
Education
Randolph-Macon College 1999 — 2003
Economics/Business, Economics
Norfolk Academy 1987 — 1999
Rachael Hess's Wachovia Securities Experience April 2009 - May 2009
Job Customer Account Manager at AMN Healthcare
Industry Financial Services
Experience
AMN Healthcare March 2015 - Present
Union Bank October 2012 - March 2015
House of Scuba December 2012 - April 2014
Comerica Bank September 2011 - October 2012
TAG (THE ACCOUNTING GROUP) October 2009 - December 2009
WACHOVIA SECURITIES April 2009 - May 2009
Skills
Banking, Marketing, Customer Service, Sales, Loans, Advertising, Business Development, Finance, New Business Development, Business Strategy, Analysis, Retail, Accounting, Project Planning, Financial Analysis, Diving, Leadership
Education
San Diego State University-California State University 2005 — 2010
Bachelor of Science (BS), Business Marketing; Specializing in Integrated Marketing Communications
John Cabot in Rome, Italy
International Business, Italian Language
Lorenzo De' Medici in Florence, Italy
International Business, Italian Language
AMN Healthcare March 2015 - Present
Union Bank October 2012 - March 2015
House of Scuba December 2012 - April 2014
Comerica Bank September 2011 - October 2012
TAG (THE ACCOUNTING GROUP) October 2009 - December 2009
WACHOVIA SECURITIES April 2009 - May 2009
Skills
Banking, Marketing, Customer Service, Sales, Loans, Advertising, Business Development, Finance, New Business Development, Business Strategy, Analysis, Retail, Accounting, Project Planning, Financial Analysis, Diving, Leadership
Education
San Diego State University-California State University 2005 — 2010
Bachelor of Science (BS), Business Marketing; Specializing in Integrated Marketing Communications
John Cabot in Rome, Italy
International Business, Italian Language
Lorenzo De' Medici in Florence, Italy
International Business, Italian Language
Casey Mason Casey Mason's Wachovia Securities Experience February 2006 - July 2006
Job Regulatory Principal Consultant at 1st Global
Industry Financial Services
Experience
1st Global December 2014 - Present
Capital Institutional Services, Inc. December 2012 - August 2014
UBS July 2006 - September 2012
Wachovia Securities February 2006 - July 2006
Ameriprise Financial Services, Inc. June 2004 - February 2006
Morgan Stanley August 2002 - June 2004
RBC Dain Rauscher April 2001 - August 2002
Morgan Stanley November 1997 - April 2001
Skills
Financial Services, Management, Series 63, Series 7, Microsoft Office, Risk Management, Leadership, Operations Management, Financial Advisory, Operational Efficiency, Operational Risk..., Series 65, CRM, Series 24, FINRA, Compliance, Change Management, Six Sigma, Series 9/10, Series 3, Microsoft CRM, ACT!, Mac OS, SOX Compliancy, Sarbanes-Oxley Act, Lean Management, SQL, SAP ERP, Bank Secrecy Act, USA PATRIOT Act, Microsoft Dynamics GP, SharePoint, Securities, Portfolio Management, Investments, Fixed Income, Financial Analysis, Finance, Equities
Education
The University of Texas at Dallas - Naveen Jindal School of Management
Business Administration and Management, General
San Jacinto College
Associate of Arts (AA), Business Administration
Deer Park High School 1990 — 1994
1st Global December 2014 - Present
Capital Institutional Services, Inc. December 2012 - August 2014
UBS July 2006 - September 2012
Wachovia Securities February 2006 - July 2006
Ameriprise Financial Services, Inc. June 2004 - February 2006
Morgan Stanley August 2002 - June 2004
RBC Dain Rauscher April 2001 - August 2002
Morgan Stanley November 1997 - April 2001
Skills
Financial Services, Management, Series 63, Series 7, Microsoft Office, Risk Management, Leadership, Operations Management, Financial Advisory, Operational Efficiency, Operational Risk..., Series 65, CRM, Series 24, FINRA, Compliance, Change Management, Six Sigma, Series 9/10, Series 3, Microsoft CRM, ACT!, Mac OS, SOX Compliancy, Sarbanes-Oxley Act, Lean Management, SQL, SAP ERP, Bank Secrecy Act, USA PATRIOT Act, Microsoft Dynamics GP, SharePoint, Securities, Portfolio Management, Investments, Fixed Income, Financial Analysis, Finance, Equities
Education
The University of Texas at Dallas - Naveen Jindal School of Management
Business Administration and Management, General
San Jacinto College
Associate of Arts (AA), Business Administration
Deer Park High School 1990 — 1994
Rob Uhlig Rob Uhlig's Wachovia Securities Experience June 2004 - June 2006
Job Vice President, Information Technology Manager at 1919 Investment Counsel
Industry Information Technology and Services
Experience
1919 Investment Counsel June 2010 - Present
Legg Mason June 2006 - May 2010
Wachovia Securities June 2004 - June 2006
Legg Mason June 1999 - May 2004
Skills
Infrastructure Projects, Vendor Management, Project Management, Business Analysis, Trading Systems, Asset Management, Portfolio Management, Wealth Management, Customer Service, Strategic Planning, ITIL, IT Management, Customer Relations, Risk Management, Team Leadership, SDLC, Contract Negotiation, Program Management, Asset Managment, CRM, Management, Requirements Analysis, Security, Information Technology, Governance, Networking, Integration
Education
Salisbury University - Perdue School of Business 1995 — 1999
Bachelor of Science, Management of Information Systems
St. Paul's School for Boys 1982 — 1995
High School, College Prepatory
1919 Investment Counsel June 2010 - Present
Legg Mason June 2006 - May 2010
Wachovia Securities June 2004 - June 2006
Legg Mason June 1999 - May 2004
Skills
Infrastructure Projects, Vendor Management, Project Management, Business Analysis, Trading Systems, Asset Management, Portfolio Management, Wealth Management, Customer Service, Strategic Planning, ITIL, IT Management, Customer Relations, Risk Management, Team Leadership, SDLC, Contract Negotiation, Program Management, Asset Managment, CRM, Management, Requirements Analysis, Security, Information Technology, Governance, Networking, Integration
Education
Salisbury University - Perdue School of Business 1995 — 1999
Bachelor of Science, Management of Information Systems
St. Paul's School for Boys 1982 — 1995
High School, College Prepatory
Chuck Kagan Chuck Kagan's Wachovia Securities Experience 2005 - 2008
Job Investment Advisor
Industry Financial Services
Experience
Brokerage industry July 2008 - Present
Wachovia Securities 2005 - 2008
everen securities 1991 - 1997
Skills
Bonds, Stock, series 63, Series 65, Series 7, series 8, series 12, series 53, Series 63, FINRA, Mutual Funds, Strategic Financial..., Asset Allocation, Retirement Planning, Wealth Management, Investment Strategies, ETFs, Equities, Fixed Income, Financial Advisory, Portfolio Management, Trading, IRAs, Options, Municipal Bonds, Personal Financial..., High Net Worth..., Series 24, Separately Managed..., Investment Advisory, Securities, Financial Planning
Education
Rider University 1972 — 1976
Bachelor of Science (B.S.), Organizational Behavior Studies
Brokerage industry July 2008 - Present
Wachovia Securities 2005 - 2008
everen securities 1991 - 1997
Skills
Bonds, Stock, series 63, Series 65, Series 7, series 8, series 12, series 53, Series 63, FINRA, Mutual Funds, Strategic Financial..., Asset Allocation, Retirement Planning, Wealth Management, Investment Strategies, ETFs, Equities, Fixed Income, Financial Advisory, Portfolio Management, Trading, IRAs, Options, Municipal Bonds, Personal Financial..., High Net Worth..., Series 24, Separately Managed..., Investment Advisory, Securities, Financial Planning
Education
Rider University 1972 — 1976
Bachelor of Science (B.S.), Organizational Behavior Studies
Jeffrey Crumb's Wachovia Securities Experience February 2008 - April 2009
Job Vice President Branch Manager III at PNC
Industry Financial Services
Experience
PNC December 2014 - Present
PNC June 2013 - November 2014
PNC February 2012 - June 2013
PNC September 2010 - February 2012
Wachovia, A Wells Fargo Company February 2010 - September 2010
Wachovia Bank N.A. January 2010 - February 2010
Wachovia Bank N.A. May 2009 - December 2009
Wachovia Securities February 2008 - April 2009
Wachovia Bank May 2005 - January 2008
Skills
Employee Engagement, Sales Management, Operational Excellence, Risk Mitigation, Employee Development, Customer Service, Customer Retention, Customer Acquisition, Community Outreach, Sales Analytics, Expense Management, Customer Engagement, Partner Management, Risk Management, Business Analytics, Recruiting, Loans, Training, Management, Coaching, Sales, Small Business Lending, Banking, New Business Development, Commercial Lending, Cross Selling, Finance, Investments, Credit, Leadership
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Political Science, History, Finance
TJHSST
PNC December 2014 - Present
PNC June 2013 - November 2014
PNC February 2012 - June 2013
PNC September 2010 - February 2012
Wachovia, A Wells Fargo Company February 2010 - September 2010
Wachovia Bank N.A. January 2010 - February 2010
Wachovia Bank N.A. May 2009 - December 2009
Wachovia Securities February 2008 - April 2009
Wachovia Bank May 2005 - January 2008
Skills
Employee Engagement, Sales Management, Operational Excellence, Risk Mitigation, Employee Development, Customer Service, Customer Retention, Customer Acquisition, Community Outreach, Sales Analytics, Expense Management, Customer Engagement, Partner Management, Risk Management, Business Analytics, Recruiting, Loans, Training, Management, Coaching, Sales, Small Business Lending, Banking, New Business Development, Commercial Lending, Cross Selling, Finance, Investments, Credit, Leadership
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Political Science, History, Finance
TJHSST
Phil Adil Phil Adil's Wachovia Securities Experience March 2004 - April 2005
Job Senior Business Analyst/Assistant Vice President
Industry Investment Management
Experience
HighMark Capital Management June 2006 - Present
SEI October 2005 - June 2006
Wachovia Securities March 2004 - April 2005
WaMu Capital June 2003 - January 2004
Union Bank of California April 1998 - March 2002
Morgan Stanley 1996 - 1998
Kidder Peabody 1993 - 1994
Salomon Brothers 1989 - 1994
Goldman Sachs 1986 - 1988
Merrill Lynch 1985 - 1986
Skills
Middle Office, Order Management, Reconciliation, Business Requirements, Securities, Account Reconciliation
Education
Rutgers University 1981 — 1985
BA, Economics
Dwight Englewood 1975 — 1981
H.S., College Prep
HighMark Capital Management June 2006 - Present
SEI October 2005 - June 2006
Wachovia Securities March 2004 - April 2005
WaMu Capital June 2003 - January 2004
Union Bank of California April 1998 - March 2002
Morgan Stanley 1996 - 1998
Kidder Peabody 1993 - 1994
Salomon Brothers 1989 - 1994
Goldman Sachs 1986 - 1988
Merrill Lynch 1985 - 1986
Skills
Middle Office, Order Management, Reconciliation, Business Requirements, Securities, Account Reconciliation
Education
Rutgers University 1981 — 1985
BA, Economics
Dwight Englewood 1975 — 1981
H.S., College Prep
Calvin Inge Calvin Inge's Wachovia Securities Experience September 2005 - September 2008
Job US Securities and Exchange Commission
Industry Financial Services
Experience
US Securities and Exchange Commission April 2010 - Present
Confidential 2009 - April 2010
Wachovia Securities September 2005 - September 2008
Wachovia Securities, LLC September 2002 - September 2005
Wachovia Securities, LLC September 2000 - September 2002
Merrill Lynch August 1997 - September 2000
Olde Brokerage 1996 - 1997
Skills
Compliance, Brokerage Operations, Prime Brokerage, FINOP, Financial Risk, Broker-Dealer, series 27, Clearance & Settlement, Regulatory Reporting, Back Office, Securities, Operational Risk, Mutual Funds, Investments, Securities Lending, Accounting, FINRA, Capital Markets, Account Reconciliation, Wealth Management, Banking, Derivatives, Series 63, Settlement, AML, Series 24, Asset Managment, Portfolio Management, Hedge Funds, Mortgage Lending, Series 7, Middle Office, Risk Management, Financial Services, Equities, Fixed Income, Asset Management, Brokers, Financial Markets, Credit Risk, Finance, Bloomberg, Operational Risk..., Due Diligence, Asset Allocation, Internal Audit, Investment Advisory, Financial Regulation, USA PATRIOT Act, Cash Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1996
Business Administration
Rutgers University – Camden 1991 — 1993
Pennsuaken Technical High School 1987 — 1991
US Securities and Exchange Commission April 2010 - Present
Confidential 2009 - April 2010
Wachovia Securities September 2005 - September 2008
Wachovia Securities, LLC September 2002 - September 2005
Wachovia Securities, LLC September 2000 - September 2002
Merrill Lynch August 1997 - September 2000
Olde Brokerage 1996 - 1997
Skills
Compliance, Brokerage Operations, Prime Brokerage, FINOP, Financial Risk, Broker-Dealer, series 27, Clearance & Settlement, Regulatory Reporting, Back Office, Securities, Operational Risk, Mutual Funds, Investments, Securities Lending, Accounting, FINRA, Capital Markets, Account Reconciliation, Wealth Management, Banking, Derivatives, Series 63, Settlement, AML, Series 24, Asset Managment, Portfolio Management, Hedge Funds, Mortgage Lending, Series 7, Middle Office, Risk Management, Financial Services, Equities, Fixed Income, Asset Management, Brokers, Financial Markets, Credit Risk, Finance, Bloomberg, Operational Risk..., Due Diligence, Asset Allocation, Internal Audit, Investment Advisory, Financial Regulation, USA PATRIOT Act, Cash Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1996
Business Administration
Rutgers University – Camden 1991 — 1993
Pennsuaken Technical High School 1987 — 1991
Lynn Schmidt, PMP Lynn Schmidt, PMP's Wachovia Securities Experience August 2008 - January 2009
Job Senior Vice President/Manager Project Management at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors September 2014 - Present
Wells Fargo Advisors January 2012 - September 2014
Wells Fargo Advisors, LLC January 2009 - December 2011
Wachovia Securities August 2008 - January 2009
A.G. Edwards & Sons, Inc. March 2004 - June 2008
A.G. Edwards March 1999 - February 2004
AG Edwards June 1997 - March 1999
Skills
Project Management, Management, Financial Services, Leadership, Cross-functional Team..., SDLC, CRM, Strategy, Integration, Program Management, PMO, Recruiting, Enterprise Software, SOA, Software Development, Vendor Management, Team Management, IT Strategy
Education
Quincy University 1984 — 1987
B.S., Computer Science
Wells Fargo Advisors September 2014 - Present
Wells Fargo Advisors January 2012 - September 2014
Wells Fargo Advisors, LLC January 2009 - December 2011
Wachovia Securities August 2008 - January 2009
A.G. Edwards & Sons, Inc. March 2004 - June 2008
A.G. Edwards March 1999 - February 2004
AG Edwards June 1997 - March 1999
Skills
Project Management, Management, Financial Services, Leadership, Cross-functional Team..., SDLC, CRM, Strategy, Integration, Program Management, PMO, Recruiting, Enterprise Software, SOA, Software Development, Vendor Management, Team Management, IT Strategy
Education
Quincy University 1984 — 1987
B.S., Computer Science
Chris Sharp Chris Sharp's Wachovia Securities Experience August 2003 - January 2007
Job Corporate Recruiter at Virginia Premier Health Plan, Inc.
Industry Staffing and Recruiting
Experience
Virginia Premier Health Plan, Inc. November 2013 - Present
Robert Half Finance & Accounting January 2007 - November 2013
Wachovia Securities August 2003 - January 2007
Skills
Recruiting, Permanent Placement, Staffing Services, Executive Search, Internet Recruiting, Recruitment Advertising, Career Counseling, Cold Calling, Business Development, Technical Recruiting, Talent Acquisition, Applicant Tracking..., Training, Hiring, Contract Recruitment, Temporary Staffing, Temporary Placement
Education
Radford University
Virginia Premier Health Plan, Inc. November 2013 - Present
Robert Half Finance & Accounting January 2007 - November 2013
Wachovia Securities August 2003 - January 2007
Skills
Recruiting, Permanent Placement, Staffing Services, Executive Search, Internet Recruiting, Recruitment Advertising, Career Counseling, Cold Calling, Business Development, Technical Recruiting, Talent Acquisition, Applicant Tracking..., Training, Hiring, Contract Recruitment, Temporary Staffing, Temporary Placement
Education
Radford University
Olga Tsoy's Wachovia Securities Experience March 2005 - February 2007
Job VP, Enterprise Volcker Compliance at Bank of America
Industry Financial Services
Experience
Bank of America September 2015 - Present
Barclays Investment Bank December 2013 - September 2015
JP Morgan February 2007 - December 2013
Wachovia Securities March 2005 - February 2007
Raymond James Financial Services May 2003 - March 2005
Skills
Series 7, Series 4, Series 24
Education
Schiller International University 1997 — 1999
MBA, International Business
Bank of America September 2015 - Present
Barclays Investment Bank December 2013 - September 2015
JP Morgan February 2007 - December 2013
Wachovia Securities March 2005 - February 2007
Raymond James Financial Services May 2003 - March 2005
Skills
Series 7, Series 4, Series 24
Education
Schiller International University 1997 — 1999
MBA, International Business
Daniel Cianci III's Wachovia Securities Experience June 2003 - January 2006
Job Regional RIA Channel Consultant at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group July 2013 - Present
Lincoln Financial Distributors February 2009 - June 2013
Lincoln Financial Distributors January 2006 - February 2009
Wachovia Securities June 2003 - January 2006
Merrill Lynch March 2002 - June 2003
Bancroft NeuroHealth August 1998 - March 2002
Skills
Regional Development, Salesforce.com, Fugent.com, Sales Strategies, Lead Generation, Needs Assessment, Creative Problem Solving, Retirement Income..., Solutions Selling, Wealth Management, Training & Development, Market Research, Retirement Solutions, Product Marketing, Territory Management, Key Account Management, Relationship Management, Consultative Selling, Process Improvement, Client Service, Sales Presentations, Recruiting, Photography, Social Networking, Strategic Planning, FINRA, Series 6, Series 63, Leadership Development, PowerPoint, Financial Planning, Retirement Planning, Data Profiling, Graphic Design, Team Leadership, Public Speaking, National Account..., Time Management, Business Plan..., Direct Sales, Due Diligence, Logistics, Consultation, National Account Sales
Education
Wake Forest University
BA, Communication, Concentration in Business
Burlington County College
A.A.S, Graphic Design & Digital Media
Lincoln Financial Group July 2013 - Present
Lincoln Financial Distributors February 2009 - June 2013
Lincoln Financial Distributors January 2006 - February 2009
Wachovia Securities June 2003 - January 2006
Merrill Lynch March 2002 - June 2003
Bancroft NeuroHealth August 1998 - March 2002
Skills
Regional Development, Salesforce.com, Fugent.com, Sales Strategies, Lead Generation, Needs Assessment, Creative Problem Solving, Retirement Income..., Solutions Selling, Wealth Management, Training & Development, Market Research, Retirement Solutions, Product Marketing, Territory Management, Key Account Management, Relationship Management, Consultative Selling, Process Improvement, Client Service, Sales Presentations, Recruiting, Photography, Social Networking, Strategic Planning, FINRA, Series 6, Series 63, Leadership Development, PowerPoint, Financial Planning, Retirement Planning, Data Profiling, Graphic Design, Team Leadership, Public Speaking, National Account..., Time Management, Business Plan..., Direct Sales, Due Diligence, Logistics, Consultation, National Account Sales
Education
Wake Forest University
BA, Communication, Concentration in Business
Burlington County College
A.A.S, Graphic Design & Digital Media
Jennifer Patrick, AINS Jennifer Patrick, AINS's Wachovia Securities Experience October 2005 - March 2007
Job Personal Lines Underwriter at Selective Insurance
Industry Insurance
Experience
Selective Insurance January 2013 - Present
Elephant Auto Insurance June 2011 - January 2013
Genworth Financial March 2007 - January 2011
Wachovia Securities October 2005 - March 2007
Kenan-Flagler Business School November 2003 - June 2005
Zurich Scudder Investments November 1996 - January 2000
Skills
Insurance
Education
Salisbury University 1987 — 1991
B.A., Psychology
Selective Insurance January 2013 - Present
Elephant Auto Insurance June 2011 - January 2013
Genworth Financial March 2007 - January 2011
Wachovia Securities October 2005 - March 2007
Kenan-Flagler Business School November 2003 - June 2005
Zurich Scudder Investments November 1996 - January 2000
Skills
Insurance
Education
Salisbury University 1987 — 1991
B.A., Psychology
Renee Henning, MBA's Wachovia Securities Experience June 2001 - September 2008
Job District Sales Manager
Industry Textiles
Experience
Bernina of America/ Brewer Division April 2013 - Present
Quilts for Kids, Inc. June 2012 - Present
JPMorgan Chase August 2012 - March 2013
Prudential Insurance Company of America, Newark, NJ September 2010 - June 2011
UBS Financial Services, Inc October 2008 - June 2010
Wachovia Securities June 2001 - September 2008
Merrill Lynch December 1999 - June 2001
CNG Financial August 1998 - December 1999
Skills
Wealth Management, Portfolio Management, Mutual Funds, Retirement Planning, Risk Management, Asset Management, Financial Services, Financial Advisory, Leadership, Estate Planning, Strategic Planning, CRM, Management, Strategic Financial..., Investment Advisory, Financial Planners, Finance, Asset Allocation, Retirement, 401k, Relationship Management, Series 63, Series 7, IRAs, Securities
Education
Saint Xavier University
Master of Business Administration (MBA), Financial Planning
Southern Illinois University, Carbondale
Bachelor of Science (BS), Speech Communication and Public Relations
Bernina of America/ Brewer Division April 2013 - Present
Quilts for Kids, Inc. June 2012 - Present
JPMorgan Chase August 2012 - March 2013
Prudential Insurance Company of America, Newark, NJ September 2010 - June 2011
UBS Financial Services, Inc October 2008 - June 2010
Wachovia Securities June 2001 - September 2008
Merrill Lynch December 1999 - June 2001
CNG Financial August 1998 - December 1999
Skills
Wealth Management, Portfolio Management, Mutual Funds, Retirement Planning, Risk Management, Asset Management, Financial Services, Financial Advisory, Leadership, Estate Planning, Strategic Planning, CRM, Management, Strategic Financial..., Investment Advisory, Financial Planners, Finance, Asset Allocation, Retirement, 401k, Relationship Management, Series 63, Series 7, IRAs, Securities
Education
Saint Xavier University
Master of Business Administration (MBA), Financial Planning
Southern Illinois University, Carbondale
Bachelor of Science (BS), Speech Communication and Public Relations
Philip Cardwell Philip Cardwell's Wachovia Securities Experience February 2000 - January 2003
Job Chief Financial Officer at Bank of McKenney
Industry Accounting
Experience
Bank of McKenney May 2014 - Present
Philip Cardwell, CPA December 2013 - May 2014
Elliott Davis, LLC February 2003 - November 2013
Wachovia Securities February 2000 - January 2003
McKnight Oil Company/On The Way Food Stores January 1998 - January 2000
Larrowe Cardwell & Company August 1994 - January 1998
Philip E. Cardwell, CPA November 1990 - August 1994
R. L. Persinger & Co. July 1984 - November 1989
Skills
Internal Controls, Financial Accounting, Sarbanes-Oxley Act, Real Estate, Financial Analysis, CPA, Income Tax, External Audit, Mergers & Acquisitions, Tax Accounting, SEC filings, Corporate Tax, Accounting, Tax Preparation, Tax, Tax Research, Due Diligence, Enterprise Risk..., General Ledger, Tax Returns, QuickBooks
Education
Radford University - College of Business and Economics 1982 — 1984
B.S., Accounting
Bank of McKenney May 2014 - Present
Philip Cardwell, CPA December 2013 - May 2014
Elliott Davis, LLC February 2003 - November 2013
Wachovia Securities February 2000 - January 2003
McKnight Oil Company/On The Way Food Stores January 1998 - January 2000
Larrowe Cardwell & Company August 1994 - January 1998
Philip E. Cardwell, CPA November 1990 - August 1994
R. L. Persinger & Co. July 1984 - November 1989
Skills
Internal Controls, Financial Accounting, Sarbanes-Oxley Act, Real Estate, Financial Analysis, CPA, Income Tax, External Audit, Mergers & Acquisitions, Tax Accounting, SEC filings, Corporate Tax, Accounting, Tax Preparation, Tax, Tax Research, Due Diligence, Enterprise Risk..., General Ledger, Tax Returns, QuickBooks
Education
Radford University - College of Business and Economics 1982 — 1984
B.S., Accounting
Rich Bonavito Rich Bonavito's Wachovia Securities Experience March 2007 - April 2009
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2009 - Present
Wachovia Securities March 2007 - April 2009
A G Edwards and Sons, Inc. May 1986 - February 2007
Skills
Investments, Financial Advisory, Insurance, Retirement Planning
Education
San Diego State University-California State University 1980 — 1983
BA, Business
FINRA Series 7 and 63
Wells Fargo Advisors, LLC April 2009 - Present
Wachovia Securities March 2007 - April 2009
A G Edwards and Sons, Inc. May 1986 - February 2007
Skills
Investments, Financial Advisory, Insurance, Retirement Planning
Education
San Diego State University-California State University 1980 — 1983
BA, Business
FINRA Series 7 and 63
James Parks James Parks's Wachovia Securities Experience November 1985 - March 1990
Job Helping People, Places, & Things Transform at the Speed of Thought
Industry Professional Training & Coaching
Experience
SHADOKA October 2013 - Present
The Parksonian Institute March 2013 - Present
American Society of Certified Housing Executives September 2012 - February 2013
Temple Global Strategies May 2010 - August 2012
Independent Contractor January 2003 - August 2012
Fannie Mae June 2004 - December 2007
New Paradigm Solutions January 1994 - June 2004
Wachovia 1985 - 1994
Precision Asset Management 1990 - 1991
Wachovia Securities November 1985 - March 1990
Skills
Change Management, Coaching, Public Speaking, Team Building, Time Management, Process Improvement, Quality Management, Marketing Strategy, Portfolio Management, New Business Development, Mindfulness, Writing, Cross-functional Team..., Team Leadership, Continuous Improvement, Teamwork, Non-profits, Problem Solving, Strategic Planning, Creative Problem Solving, Leadership Development, Management Consulting, Organizational Change, Executive Coaching, Organizational..., Strategy Development, Small Business, Talent Development, Business Planning, Business Management, Organizational..., Organizational..., Strategy, Policy, Talent Management, Management, Performance Management, Risk Management, Leadership, Nonprofits
Education
Washington University in St. Louis - Olin Business School 1978 — 1980
MBA, Finance/Marketing
Rutgers University-New Brunswick 1974 — 1978
BA, Business Administration
Université François Rabelais de Tours 1976 — 1977
International Relations
Université Sorbonne Nouvelle - Paris 3 1976 — 1976
Intensive Language and Culture Study
Maumee Valley Country Day School 1968 — 1974
HS Diploma, Liberal Arts and Humanities
SHADOKA October 2013 - Present
The Parksonian Institute March 2013 - Present
American Society of Certified Housing Executives September 2012 - February 2013
Temple Global Strategies May 2010 - August 2012
Independent Contractor January 2003 - August 2012
Fannie Mae June 2004 - December 2007
New Paradigm Solutions January 1994 - June 2004
Wachovia 1985 - 1994
Precision Asset Management 1990 - 1991
Wachovia Securities November 1985 - March 1990
Skills
Change Management, Coaching, Public Speaking, Team Building, Time Management, Process Improvement, Quality Management, Marketing Strategy, Portfolio Management, New Business Development, Mindfulness, Writing, Cross-functional Team..., Team Leadership, Continuous Improvement, Teamwork, Non-profits, Problem Solving, Strategic Planning, Creative Problem Solving, Leadership Development, Management Consulting, Organizational Change, Executive Coaching, Organizational..., Strategy Development, Small Business, Talent Development, Business Planning, Business Management, Organizational..., Organizational..., Strategy, Policy, Talent Management, Management, Performance Management, Risk Management, Leadership, Nonprofits
Education
Washington University in St. Louis - Olin Business School 1978 — 1980
MBA, Finance/Marketing
Rutgers University-New Brunswick 1974 — 1978
BA, Business Administration
Université François Rabelais de Tours 1976 — 1977
International Relations
Université Sorbonne Nouvelle - Paris 3 1976 — 1976
Intensive Language and Culture Study
Maumee Valley Country Day School 1968 — 1974
HS Diploma, Liberal Arts and Humanities
Kris Cobb, CFP®, CDFA™ Kris Cobb, CFP®, CDFA™'s Wachovia Securities Experience 2004 - 2009
Job Financial Advisor at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2009 - Present
Wachovia Securities 2004 - 2009
Prudential Securities 1999 - 2004
BeautiControl Cosmetics January 1987 - January 2000
Skills
Financial Advisory, Wealth Management, Investments, Securities, Traditional IRA, Retirement Planning, Mutual Funds, Wealth Preservation..., Asset Allocation, Sales, Fixed Annuities, Business Analysis, Alternative Investments, Investment Strategies, Simple IRA, ETFs, IRAs
Education
Rice University 2001 — 2003
CERTIFIED FINANCIAL PLANNER™ Professional coursework completed
Texas A&M University 1983 — 1987
BS, Industrial Distribution
La Marque High School 1980 — 1983
High School
Wells Fargo Advisors, LLC December 2009 - Present
Wachovia Securities 2004 - 2009
Prudential Securities 1999 - 2004
BeautiControl Cosmetics January 1987 - January 2000
Skills
Financial Advisory, Wealth Management, Investments, Securities, Traditional IRA, Retirement Planning, Mutual Funds, Wealth Preservation..., Asset Allocation, Sales, Fixed Annuities, Business Analysis, Alternative Investments, Investment Strategies, Simple IRA, ETFs, IRAs
Education
Rice University 2001 — 2003
CERTIFIED FINANCIAL PLANNER™ Professional coursework completed
Texas A&M University 1983 — 1987
BS, Industrial Distribution
La Marque High School 1980 — 1983
High School
Mike Wiginton Mike Wiginton's Wachovia Securities Experience September 2008 - April 2009
Job President at H.L. Wiginton Capital Management, LLC
Industry Financial Services
Experience
H.L. Wiginton Capital Management, LLC July 2009 - Present
Wachovia Securities September 2008 - April 2009
A.G. Edwards April 2006 - August 2008
Wayne Sales Company 1998 - 2006
A.G. Edwards & Sons, Inc. 1992 - 1998
Education
The University of Georgia
MBA
Samford University
BS, Accounting
H.L. Wiginton Capital Management, LLC July 2009 - Present
Wachovia Securities September 2008 - April 2009
A.G. Edwards April 2006 - August 2008
Wayne Sales Company 1998 - 2006
A.G. Edwards & Sons, Inc. 1992 - 1998
Education
The University of Georgia
MBA
Samford University
BS, Accounting
Jay Colon Jay Colon's Wachovia Securities Experience September 2004 - April 2005
Job Fixed Income Prime Brokerage Trade Support
Industry Financial Services
Experience
JPMorgan Chase & Co March 2008 - Present
Bear, Stearns & Co May 2005 - March 2008
Wachovia Securities September 2004 - April 2005
Skills
Fixed Income, Prime Brokerage, Settlements, Bonds, Middle Office, Account Reconciliation, Bloomberg, Capital Markets, Derivatives, Equities, FX Options, Finance, Hedge Funds, Investment Banking, MBS, Options, Portfolio Management, Risk Management, Securities, Series 7, Settlement, Trading, Trading Systems
Education
Saint Michael's College 2001 — 2005
B.A., Economics (Major), Business Administration (Minor), and Fine Arts (Concentration)
LaSalle Academy 1998 — 2001
High School
JPMorgan Chase & Co March 2008 - Present
Bear, Stearns & Co May 2005 - March 2008
Wachovia Securities September 2004 - April 2005
Skills
Fixed Income, Prime Brokerage, Settlements, Bonds, Middle Office, Account Reconciliation, Bloomberg, Capital Markets, Derivatives, Equities, FX Options, Finance, Hedge Funds, Investment Banking, MBS, Options, Portfolio Management, Risk Management, Securities, Series 7, Settlement, Trading, Trading Systems
Education
Saint Michael's College 2001 — 2005
B.A., Economics (Major), Business Administration (Minor), and Fine Arts (Concentration)
LaSalle Academy 1998 — 2001
High School
Cory Schmelzer's Wachovia Securities Experience July 2003 - January 2004
Job Founder and Financial Life Planner at San Diego Wealth Management, LLC
Industry Financial Services
Experience
San Diego Wealth Management January 2004 - Present
SagePoint Financial, Inc 2004 - Present
Pacific Alliance Advisors, LLC January 2004 - January 2010
Bird Rock Community Council 2000 - 2007
Wachovia Securities July 2003 - January 2004
Prudential Securities August 1997 - June 2003
Skills
Strategic Financial..., Retirement, Wealth Management, Investments, Retirement Planning, Tax, Strategic Planning, Asset Management, Small Business, Marketing, Financial Advisory, Investment Advisory, Series 7, Estate Planning, Portfolio Management, Personal Finance, Mutual Funds
Education
San Diego State University-California State University 2003 — 2005
2005, Masters Degree in Finance
University of San Diego 1992 — 1996
1996, English Literature
West Springfield High School 1989 — 1992
1992, High School Diploma
Virginia Polytechnic Institute and State University
Virginia Polytechnic Institute and State University
San Diego Wealth Management January 2004 - Present
SagePoint Financial, Inc 2004 - Present
Pacific Alliance Advisors, LLC January 2004 - January 2010
Bird Rock Community Council 2000 - 2007
Wachovia Securities July 2003 - January 2004
Prudential Securities August 1997 - June 2003
Skills
Strategic Financial..., Retirement, Wealth Management, Investments, Retirement Planning, Tax, Strategic Planning, Asset Management, Small Business, Marketing, Financial Advisory, Investment Advisory, Series 7, Estate Planning, Portfolio Management, Personal Finance, Mutual Funds
Education
San Diego State University-California State University 2003 — 2005
2005, Masters Degree in Finance
University of San Diego 1992 — 1996
1996, English Literature
West Springfield High School 1989 — 1992
1992, High School Diploma
Virginia Polytechnic Institute and State University
Virginia Polytechnic Institute and State University
Andrew Crone, CFP® Andrew Crone, CFP®'s Wachovia Securities Experience July 2007 - November 2009
Job Operations Manager / Registered Associate at Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC November 2009 - Present
Wachovia Securities July 2007 - November 2009
Skills
Retirement Planning, 401k, IRAs, Fixed Income, Bonds, Stock Management, 401k Rollovers, Roth IRA, Simple IRA, SEP IRA, Traditional IRA, Estate Planning..., Investments, Mutual Funds, Wealth Management
Education
Sewanee-The University of the South 2003 — 2007
Bachelor of Arts (BA), Economics
Sewanee-The University of the South 2003 — 2007
Bachelor's degree, Economics
Wells Fargo Advisors Financial Network, LLC November 2009 - Present
Wachovia Securities July 2007 - November 2009
Skills
Retirement Planning, 401k, IRAs, Fixed Income, Bonds, Stock Management, 401k Rollovers, Roth IRA, Simple IRA, SEP IRA, Traditional IRA, Estate Planning..., Investments, Mutual Funds, Wealth Management
Education
Sewanee-The University of the South 2003 — 2007
Bachelor of Arts (BA), Economics
Sewanee-The University of the South 2003 — 2007
Bachelor's degree, Economics
Kyle D. Young Kyle D. Young's Wachovia Securities Experience January 2005 - December 2006
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2007 - Present
Wachovia Securities January 2005 - December 2006
Skills
Investments, Securities, Retirement Planning, Wealth, Hedge Funds, Finance
Education
Rutgers University 2001 — 2004
BA, Economics
Wells Fargo Advisors, LLC January 2007 - Present
Wachovia Securities January 2005 - December 2006
Skills
Investments, Securities, Retirement Planning, Wealth, Hedge Funds, Finance
Education
Rutgers University 2001 — 2004
BA, Economics
Matthew Raque, CFA Matthew Raque, CFA's Wachovia Securities Experience 2006 - 2008
Job Analyst at Allstate Investments
Industry Investment Management
Experience
Allstate Investments, LLC January 2011 - Present
MB Financial Bank July 2010 - January 2011
MB Financial Bank July 2008 - July 2010
Wachovia Securities 2006 - 2008
Skills
Microsoft Office, Bloomberg, BlackRock Aladdin, Financial Modeling, Portfolio Management, Credit Analysis, Financial Analysis, Credit, Investments, Banking, Capital Markets, Underwriting, Asset Managment, Valuation, Bonds, Loans, Corporate Finance, Finance, Commercial Banking, Commercial Lending
Education
Saint Louis University 2004 — 2008
BSBA, Finance, Spanish
Allstate Investments, LLC January 2011 - Present
MB Financial Bank July 2010 - January 2011
MB Financial Bank July 2008 - July 2010
Wachovia Securities 2006 - 2008
Skills
Microsoft Office, Bloomberg, BlackRock Aladdin, Financial Modeling, Portfolio Management, Credit Analysis, Financial Analysis, Credit, Investments, Banking, Capital Markets, Underwriting, Asset Managment, Valuation, Bonds, Loans, Corporate Finance, Finance, Commercial Banking, Commercial Lending
Education
Saint Louis University 2004 — 2008
BSBA, Finance, Spanish
Gerald (Jerry) Padawer Gerald (Jerry) Padawer's Wachovia Securities Experience November 1998 - March 2005
Job Managing Director/Financial Advisor at Padawer Bratton Wealth Management Group of Raymond James
Industry Financial Services
Experience
Raymond James March 2005 - Present
Wachovia Securities November 1998 - March 2005
Smith Barney September 1984 - November 1998
Skills
Investment Management, Personal Financial..., Retirement Plan..., Charitable Gift Planning, Mentoring, Teaching, Playwriting
Education
Washington University in St. Louis 1964 — 1969
Bachellor of Arts, English Language and Literature/Letters
University of Chicago / Everen University
Certificate in Financial Planning, Financial Planning and Services
Saint Louis University School of Law 1969 — 1971
Degree not completed
The American College
Working toward Certified Financial Planning designation
University of Wisconsin Graduate School of Business 1973 — 1974
Cerificate, C. A. S., Advertising & Marketing
Raymond James March 2005 - Present
Wachovia Securities November 1998 - March 2005
Smith Barney September 1984 - November 1998
Skills
Investment Management, Personal Financial..., Retirement Plan..., Charitable Gift Planning, Mentoring, Teaching, Playwriting
Education
Washington University in St. Louis 1964 — 1969
Bachellor of Arts, English Language and Literature/Letters
University of Chicago / Everen University
Certificate in Financial Planning, Financial Planning and Services
Saint Louis University School of Law 1969 — 1971
Degree not completed
The American College
Working toward Certified Financial Planning designation
University of Wisconsin Graduate School of Business 1973 — 1974
Cerificate, C. A. S., Advertising & Marketing
Khoy Blasi-Diggs Khoy Blasi-Diggs's Wachovia Securities Experience August 2008 - November 2008
Job Experienced Investment Banking Technology Professional
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Noetic Partners April 2013 - April 2014
Young Affililiates of The Mint Musuem May 2011 - May 2013
Wells Fargo Securities - Municipal Fixed Income Products July 2011 - April 2013
Wells Fargo Securities - REPO Derivatives May 2010 - July 2011
Corporate Investments - Investment Bank November 2008 - February 2010
Wachovia Securities August 2008 - November 2008
Loan Remediation May 2008 - July 2008
Global Markets Sales & Trading Technology - Investment Bank June 2007 - April 2008
KBC Financial Products May 2006 - September 2006
Skills
Unix, Bloomberg, SQL, SharePoint, SQL Server, Autosys, Windows Server 2003, Linux, JavaScript, Business Objects, Informatica, JIRA, Spotfire, Quality Center, Visio, MS Project, Business Analysis, Requirements Gathering, Shell Scripting, Fixed Income, Windows, Database Administration, Requirements Analysis, XML, Java, Banking, Testing, Equities, Data Analysis, ITIL, Derivatives, Active Directory, Investment Banking, Problem Solving, Software Project..., Systems Analysis, User Acceptance Testing, SSRS, InfoPath Forms, SharePoint Designer, Trading Systems, Electronic Trading, Software Documentation, Microsoft SQL Server, Metrics, Strategic Planning, Data Warehousing, Relational Databases, Risk Management, Business Requirements
Education
Rensselaer Polytechnic Institute 2002 — 2007
BS, Information Technology
The Hill School 1998 — 2002
HSD
Wells Fargo March 2015 - Present
Noetic Partners April 2013 - April 2014
Young Affililiates of The Mint Musuem May 2011 - May 2013
Wells Fargo Securities - Municipal Fixed Income Products July 2011 - April 2013
Wells Fargo Securities - REPO Derivatives May 2010 - July 2011
Corporate Investments - Investment Bank November 2008 - February 2010
Wachovia Securities August 2008 - November 2008
Loan Remediation May 2008 - July 2008
Global Markets Sales & Trading Technology - Investment Bank June 2007 - April 2008
KBC Financial Products May 2006 - September 2006
Skills
Unix, Bloomberg, SQL, SharePoint, SQL Server, Autosys, Windows Server 2003, Linux, JavaScript, Business Objects, Informatica, JIRA, Spotfire, Quality Center, Visio, MS Project, Business Analysis, Requirements Gathering, Shell Scripting, Fixed Income, Windows, Database Administration, Requirements Analysis, XML, Java, Banking, Testing, Equities, Data Analysis, ITIL, Derivatives, Active Directory, Investment Banking, Problem Solving, Software Project..., Systems Analysis, User Acceptance Testing, SSRS, InfoPath Forms, SharePoint Designer, Trading Systems, Electronic Trading, Software Documentation, Microsoft SQL Server, Metrics, Strategic Planning, Data Warehousing, Relational Databases, Risk Management, Business Requirements
Education
Rensselaer Polytechnic Institute 2002 — 2007
BS, Information Technology
The Hill School 1998 — 2002
HSD
Edward Steska Edward Steska's Wachovia Securities Experience August 2008 - May 2009
Job AVPFutures Trader at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2010 - Present
Wells Fargo Advisors August 2008 - September 2010
Wachovia Securities August 2008 - May 2009
Thomson Reuters March 2005 - August 2008
Skills
Trading, Commodity, Financial Services, Financial Risk, Options, Derivatives, Financial Markets, Trading Systems
Education
Saint Louis University
B.S., Finance
CBC High School 1995 — 1999
Wells Fargo Advisors September 2010 - Present
Wells Fargo Advisors August 2008 - September 2010
Wachovia Securities August 2008 - May 2009
Thomson Reuters March 2005 - August 2008
Skills
Trading, Commodity, Financial Services, Financial Risk, Options, Derivatives, Financial Markets, Trading Systems
Education
Saint Louis University
B.S., Finance
CBC High School 1995 — 1999
Duke Chao Duke Chao's Wachovia Securities Experience September 2007 - June 2008
Job Sales Operations at Sunpark Electronics
Industry Electrical/Electronic Manufacturing
Experience
Sunpark Electronics Corporation April 2009 - Present
Wachovia Securities September 2007 - June 2008
Skills
Microsoft Excel, Microsoft Office, Data Analysis, Project Management, Financial Analysis, Entrepreneurship, Microsoft Word, Outlook, Account Management, Leadership, Market Research, Sales Operations, Salesforce.com, Forecasting
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2012
MDE Program, Management
Shanghai Jiao Tong University 2008 — 2008
Business Chinese Program
University of California, San Diego 2004 — 2008
BS, Management Science
Sunpark Electronics Corporation April 2009 - Present
Wachovia Securities September 2007 - June 2008
Skills
Microsoft Excel, Microsoft Office, Data Analysis, Project Management, Financial Analysis, Entrepreneurship, Microsoft Word, Outlook, Account Management, Leadership, Market Research, Sales Operations, Salesforce.com, Forecasting
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2012
MDE Program, Management
Shanghai Jiao Tong University 2008 — 2008
Business Chinese Program
University of California, San Diego 2004 — 2008
BS, Management Science
Todd Nichols Todd Nichols's Wachovia Securities Experience August 1993 - January 2009
Job Senior Vice PresidentWealth Management, The WrightNichols Wealth Management Group at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. February 2009 - Present
Wachovia Securities August 1993 - January 2009
United States Navy July 1984 - July 1993
Education
Rollins College 1994 — 1996
Certified Financial Planner
United States Naval Academy 1985 — 1989
BS, Mathematics, Operations Analysis
Naps 1984 — 1985
Severna Park High School 1981 — 1983
UBS Financial Services Inc. February 2009 - Present
Wachovia Securities August 1993 - January 2009
United States Navy July 1984 - July 1993
Education
Rollins College 1994 — 1996
Certified Financial Planner
United States Naval Academy 1985 — 1989
BS, Mathematics, Operations Analysis
Naps 1984 — 1985
Severna Park High School 1981 — 1983
Heidi Hutchison Heidi Hutchison's Wachovia Securities Experience August 2005 - December 2006
Job Vice President Senior Registered Client Associate
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2010 - Present
National Regulatory Services (formerly ComplianceMAX ) August 2007 - December 2009
ComplianceMAX Financial January 2007 - August 2007
Wachovia Securities August 2005 - December 2006
Wachovia Securities January 2004 - July 2005
Prudential Securities/Wachovia Securities July 2002 - December 2003
Prudential Securities July 1999 - January 2001
Prudential Securities May 1995 - June 1999
Prudential Securities January 1994 - May 1995
Prudential Securites January 1992 - December 1993
Education
Rutgers University-New Brunswick 2001 — 2003
BA - Labor Studies/Employment Relations
Grosse Pointe High
Wells Fargo Advisors, LLC September 2010 - Present
National Regulatory Services (formerly ComplianceMAX ) August 2007 - December 2009
ComplianceMAX Financial January 2007 - August 2007
Wachovia Securities August 2005 - December 2006
Wachovia Securities January 2004 - July 2005
Prudential Securities/Wachovia Securities July 2002 - December 2003
Prudential Securities July 1999 - January 2001
Prudential Securities May 1995 - June 1999
Prudential Securities January 1994 - May 1995
Prudential Securites January 1992 - December 1993
Education
Rutgers University-New Brunswick 2001 — 2003
BA - Labor Studies/Employment Relations
Grosse Pointe High
T.R. Sanford II T.R. Sanford II's Wachovia Securities Experience April 2000 - August 2004
Job Estate Planning, Elder Law and Guardianship
Industry Law Practice
Experience
Sanford Law Firm October 2011 - Present
Law Offices of Jonathan S. Frank May 2009 - October 2011
Sanford Law Firm, PA April 2008 - May 2009
Attorney General's Office of South Carolina March 2006 - August 2006
Wachovia Securities April 2000 - August 2004
The Vanguard Group November 1998 - April 2000
Morgan Stanley October 1997 - November 1998
Skills
Estate Planning, Asset Protection, Elder Law, Medicaid, Long-term Care, Trusts, Powers of Attorney, Wills, Estate Administration, LLC, Estate Tax Planning, Estate Law, Business Formation, Guardianship, Charitable Trusts
Education
University of South Carolina School of Law 2004 — 2007
Doctor of Law (J.D.), Law
Queens University of Charlotte 2000 — 2004
MBA, Marketing
Queens University of Charlotte 1991 — 1995
BA, History
WANDO High School
Sanford Law Firm October 2011 - Present
Law Offices of Jonathan S. Frank May 2009 - October 2011
Sanford Law Firm, PA April 2008 - May 2009
Attorney General's Office of South Carolina March 2006 - August 2006
Wachovia Securities April 2000 - August 2004
The Vanguard Group November 1998 - April 2000
Morgan Stanley October 1997 - November 1998
Skills
Estate Planning, Asset Protection, Elder Law, Medicaid, Long-term Care, Trusts, Powers of Attorney, Wills, Estate Administration, LLC, Estate Tax Planning, Estate Law, Business Formation, Guardianship, Charitable Trusts
Education
University of South Carolina School of Law 2004 — 2007
Doctor of Law (J.D.), Law
Queens University of Charlotte 2000 — 2004
MBA, Marketing
Queens University of Charlotte 1991 — 1995
BA, History
WANDO High School
Harry Lam Harry Lam's Wachovia Securities Experience September 2008 - November 2009
Job Trading Compliance at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2014 - Present
Wells Fargo Advisors, LLC November 2009 - March 2014
Wachovia Securities September 2008 - November 2009
Skills
Series 7, Securities, Mutual Funds, Wealth Management, Investment Advisory, Equities, Asset Allocation, Series 24, Equity Trading, Fixed Income, Retirement Planning, Uniform Combined State...
Education
Saint Louis University 2009 — 2012
MBA, Finance
University of Missouri-Saint Louis 2006 — 2008
Finance Economics, cum laude
University of Missouri-Columbia 1994 — 1998
Chemical Engineering
Wells Fargo Advisors March 2014 - Present
Wells Fargo Advisors, LLC November 2009 - March 2014
Wachovia Securities September 2008 - November 2009
Skills
Series 7, Securities, Mutual Funds, Wealth Management, Investment Advisory, Equities, Asset Allocation, Series 24, Equity Trading, Fixed Income, Retirement Planning, Uniform Combined State...
Education
Saint Louis University 2009 — 2012
MBA, Finance
University of Missouri-Saint Louis 2006 — 2008
Finance Economics, cum laude
University of Missouri-Columbia 1994 — 1998
Chemical Engineering
Hunter Satterwhite Hunter Satterwhite's Wachovia Securities Experience June 2008 - August 2008
Job Corporate Development at Equinix
Industry Investment Banking
Experience
Equinix January 2013 - Present
SunTrust Robinson Humphrey July 2010 - November 2012
Laffer Associates July 2009 - July 2010
Wachovia Securities June 2008 - August 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Mergers, Investment Banking, Corporate Finance, Corporate Development, Business Strategy, M&A experience, Investments, Mergers & Acquisitions, LBO, Venture Capital, Private Equity, Strategy
Education
Sewanee-The University of the South 2005 — 2009
B.A., Economics, Mathematics
The Tuck School of Business at Dartmouth 2008 — 2008
Tuck Business Bridge Program
Equinix January 2013 - Present
SunTrust Robinson Humphrey July 2010 - November 2012
Laffer Associates July 2009 - July 2010
Wachovia Securities June 2008 - August 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Mergers, Investment Banking, Corporate Finance, Corporate Development, Business Strategy, M&A experience, Investments, Mergers & Acquisitions, LBO, Venture Capital, Private Equity, Strategy
Education
Sewanee-The University of the South 2005 — 2009
B.A., Economics, Mathematics
The Tuck School of Business at Dartmouth 2008 — 2008
Tuck Business Bridge Program
Georgette Ligons Georgette Ligons's Wachovia Securities Experience December 2000 - August 2003
Job Sales
Industry Financial Services
Experience
Bank of America August 2003 - September 2008
Bank of America 2003 - 2008
Wachovia Securities December 2000 - August 2003
Washington Mutual Bank January 2000 - December 2000
Education
San Francisco State University 1999 — 2001
San Francisco State University & University of Phoenix
Business; management
Bank of America August 2003 - September 2008
Bank of America 2003 - 2008
Wachovia Securities December 2000 - August 2003
Washington Mutual Bank January 2000 - December 2000
Education
San Francisco State University 1999 — 2001
San Francisco State University & University of Phoenix
Business; management
Korin Sandelin, RN BSN Korin Sandelin, RN BSN's Wachovia Securities Experience 2001 - 2002
Job Nursing
Industry Medical Practice
Experience
Virginia Mason Medical Center June 2013 - Present
HAL Real Estate Investments June 2005 - January 2010
Wachovia Securities 2001 - 2002
Education
Northwest University 2011 — 2013
BSN, Nursing
Shoreline Community College 2008 — 2010
AA, Medical Sciences
Virginia Mason Medical Center June 2013 - Present
HAL Real Estate Investments June 2005 - January 2010
Wachovia Securities 2001 - 2002
Education
Northwest University 2011 — 2013
BSN, Nursing
Shoreline Community College 2008 — 2010
AA, Medical Sciences
Adam Mills Adam Mills's Wachovia Securities Experience May 2003 - May 2006
Job Financial Analysis and Budget Manager UC Berkeley
Industry Financial Services
Experience
UC Berkeley October 2014 - Present
Leisure Sports - Renaissance Club Sport October 2013 - Present
Episcopal Senior Communities January 2012 - March 2014
City of Oakland February 2008 - January 2012
KNN Public Finance February 2007 - February 2008
Bank of the West May 2006 - February 2007
Wachovia Securities May 2003 - May 2006
Skills
Forecasting, Cash Flow Management, Budgeting, Accounting, Budget, Project Planning, Financial Analysis, Financial Modeling, Bloomberg, Financial Reporting, Fixed Income, Strategic Financial..., Analysis, Risk Management, Investments, Strategic Planning, Nonprofits, Business Strategy, Banking, Management, Economics, Finance, Managerial Finance, Budgets, Cash Flow, Corporate Finance, Internal Controls, Financial Planning
Education
St. Mary's College of California
B.S.E., Honors Finance and Economics
Winters High School
UC Berkeley October 2014 - Present
Leisure Sports - Renaissance Club Sport October 2013 - Present
Episcopal Senior Communities January 2012 - March 2014
City of Oakland February 2008 - January 2012
KNN Public Finance February 2007 - February 2008
Bank of the West May 2006 - February 2007
Wachovia Securities May 2003 - May 2006
Skills
Forecasting, Cash Flow Management, Budgeting, Accounting, Budget, Project Planning, Financial Analysis, Financial Modeling, Bloomberg, Financial Reporting, Fixed Income, Strategic Financial..., Analysis, Risk Management, Investments, Strategic Planning, Nonprofits, Business Strategy, Banking, Management, Economics, Finance, Managerial Finance, Budgets, Cash Flow, Corporate Finance, Internal Controls, Financial Planning
Education
St. Mary's College of California
B.S.E., Honors Finance and Economics
Winters High School
Courtney Czapor Courtney Czapor's Wachovia Securities Experience May 2006 - August 2006
Job Senior Human Resources Generalist Supervisor at American Textile Company
Industry Textiles
Experience
American Textile Company September 2014 - Present
American Textile Company January 2012 - September 2014
American Textile Company July 2007 - January 2012
Wachovia Securities May 2006 - August 2006
Skills
Employee Benefits, Policy, Administration, Background Checks, Recruitment, Employee Relations, Union Environment, Event Planning, New Employee Orientation, Working in A Union..., Safety Committee, Corrective Actions, Onboarding, Microsoft Office, Applicant Tracking..., HRIS, Recruiting, Deferred Compensation, New Hire Orientations, Human Resources, HR Policies, Labor Relations, Personnel Management, Talent Management, Interviews, ADP Payroll, ADP ezLaborManager, ADP HR & Benefits, Compensation Analysis, Performance Management, Compliance, Job Descriptions, Employee Training
Education
Seton Hill University 2009 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General
Westminster College (PA) 2003 — 2007
Bachelor's Degree, Business Administration
American Textile Company September 2014 - Present
American Textile Company January 2012 - September 2014
American Textile Company July 2007 - January 2012
Wachovia Securities May 2006 - August 2006
Skills
Employee Benefits, Policy, Administration, Background Checks, Recruitment, Employee Relations, Union Environment, Event Planning, New Employee Orientation, Working in A Union..., Safety Committee, Corrective Actions, Onboarding, Microsoft Office, Applicant Tracking..., HRIS, Recruiting, Deferred Compensation, New Hire Orientations, Human Resources, HR Policies, Labor Relations, Personnel Management, Talent Management, Interviews, ADP Payroll, ADP ezLaborManager, ADP HR & Benefits, Compensation Analysis, Performance Management, Compliance, Job Descriptions, Employee Training
Education
Seton Hill University 2009 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General
Westminster College (PA) 2003 — 2007
Bachelor's Degree, Business Administration
Asya Gelfand Goodman's Wachovia Securities Experience June 2005 - November 2005
Job Account Manager at Adobe
Industry Online Media
Experience
Adobe January 2014 - Present
Adobe June 2008 - December 2013
HomeGain February 2007 - May 2008
Wind River December 2005 - February 2007
Wachovia Securities June 2005 - November 2005
Navis LLC June 2005 - November 2005
Israel Military Products Ltd January 2003 - July 2004
Tnufa Manpower Ltd. July 2001 - September 2002
Israel Defense Forces June 1998 - June 2001
Skills
Training, SEM, Online Advertising, Analytics, Account Management, Facebook, Product Management, Marketing, Media Planning, PPC, Web Analytics, Social Media Marketing, Lead Generation, Digital Marketing, Email Marketing, Paid Search Strategy, Online Marketing, Digital Strategy, Customer Acquisition, Blogging, Strategy, User Experience, Mobile Marketing, CRM, E-commerce, Cross-functional Team..., Digital Media, Strategic Planning, Salesforce.com, Display Advertising, Omniture, Product Marketing, SEO, Google Adwords, Google Analytics
Education
San Francisco State University 2004 — 2005
BA, English Literature
Israel Defense Forces 1999 — 2000
Military Officer’s Training Course
Adobe January 2014 - Present
Adobe June 2008 - December 2013
HomeGain February 2007 - May 2008
Wind River December 2005 - February 2007
Wachovia Securities June 2005 - November 2005
Navis LLC June 2005 - November 2005
Israel Military Products Ltd January 2003 - July 2004
Tnufa Manpower Ltd. July 2001 - September 2002
Israel Defense Forces June 1998 - June 2001
Skills
Training, SEM, Online Advertising, Analytics, Account Management, Facebook, Product Management, Marketing, Media Planning, PPC, Web Analytics, Social Media Marketing, Lead Generation, Digital Marketing, Email Marketing, Paid Search Strategy, Online Marketing, Digital Strategy, Customer Acquisition, Blogging, Strategy, User Experience, Mobile Marketing, CRM, E-commerce, Cross-functional Team..., Digital Media, Strategic Planning, Salesforce.com, Display Advertising, Omniture, Product Marketing, SEO, Google Adwords, Google Analytics
Education
San Francisco State University 2004 — 2005
BA, English Literature
Israel Defense Forces 1999 — 2000
Military Officer’s Training Course
J.D. Testa's Wachovia Securities Experience September 1997 - June 2006
Job Associate Vice President at Morgan Stanley
Industry Investment Management
Experience
Wachovia Securities September 1997 - June 2006
Skills
Asset Allocation, Investment Strategies, Alternative Investments, High Yield, ETFs
Education
Santa Clara University 1993 — 1997
BA, Finance
Bellarmine College Preparatory
Wachovia Securities September 1997 - June 2006
Skills
Asset Allocation, Investment Strategies, Alternative Investments, High Yield, ETFs
Education
Santa Clara University 1993 — 1997
BA, Finance
Bellarmine College Preparatory
Bram Willets's Wachovia Securities Experience April 2004 - August 2008
Job Corporate Treasury Management
Industry Banking
Experience
Zions Bancorporation March 2013 - Present
Wells Fargo Advisors April 2008 - November 2012
Wachovia Securities April 2004 - August 2008
Skills
Series 7, Series 24, Series 66, FINRA, Securities, Investment Advisory, Wealth Management, Alternative Investments, Asset Allocation, Fixed Income, Portfolio Management, Equities, Retirement Planning, Investments, Asset Managment, Hedge Funds, Bonds, Financial Services
Education
University of Richmond - Robins School of Business 2005 — 2005
Mini-MBA
Randolph-Macon College 1998 — 2002
Bachelor's Degree, International Relations and Business Economics
KCD
Zions Bancorporation March 2013 - Present
Wells Fargo Advisors April 2008 - November 2012
Wachovia Securities April 2004 - August 2008
Skills
Series 7, Series 24, Series 66, FINRA, Securities, Investment Advisory, Wealth Management, Alternative Investments, Asset Allocation, Fixed Income, Portfolio Management, Equities, Retirement Planning, Investments, Asset Managment, Hedge Funds, Bonds, Financial Services
Education
University of Richmond - Robins School of Business 2005 — 2005
Mini-MBA
Randolph-Macon College 1998 — 2002
Bachelor's Degree, International Relations and Business Economics
KCD
Kathy Crosby-Terry's Wachovia Securities Experience March 2000 - July 2002
Job Account Lead Level II at Kaplan Early Learning Company
Industry Accounting
Experience
Kaplan Early Learning Company May 2015 - Present
Kaplan Early Learning Co. March 2003 - Present
Wachovia Securities March 2000 - July 2002
Skills
Staff Development, PeopleSoft, Microsoft Office, Microsoft Excel, Budgets, Public Speaking, Microsoft Word, Customer Service
Education
Shaw University 1987 — 1989
BS, Accounting
DCCC 1979 — 1980
AS, Accounting
Kaplan Early Learning Company May 2015 - Present
Kaplan Early Learning Co. March 2003 - Present
Wachovia Securities March 2000 - July 2002
Skills
Staff Development, PeopleSoft, Microsoft Office, Microsoft Excel, Budgets, Public Speaking, Microsoft Word, Customer Service
Education
Shaw University 1987 — 1989
BS, Accounting
DCCC 1979 — 1980
AS, Accounting
Jim Betts's Wachovia Securities Experience 1990 - Present
Job Information Technology and Services Consultant and Contractor
Industry Information Technology and Services
Experience
Wachovia Securities 1990 - Present
Education
Roosevelt University 1982 — 1988
Wachovia Securities 1990 - Present
Education
Roosevelt University 1982 — 1988
Joe Belsanti's Wachovia Securities Experience December 2007 - March 2009
Job Broker Support Specialist, Realtick EMS, EZE Software Group
Industry Information Technology and Services
Experience
Eze Software Group / Realtick EMS April 2013 - Present
Realtick - BNY ConvergEx Group 2010 - Present
Wachovia Securities December 2007 - March 2009
UBS April 1999 - October 2007
UBS Investment Bank 2003 - 2007
Perot Systems 1996 - 2004
Skills
Market Data, Bloomberg, BMC Remedy, CQG, Trading Systems, Commodity, Reference Data, Equity Derivatives, XP, Fixed Income, Electronic Trading, Middle Office, Data Center, Options, Back Office, Integration, Equity Trading, Disaster Recovery, Trading, Financial Markets, Business Analysis, Equities, Investment Banking, Project Management, Derivatives, Vendor Management, FX Options, Exchange Connectivity, Hedge Funds, Low Latency, Technical Support, Solaris, Bloomberg Terminal, Portfolio Management, Order Management, Capital Markets, Trading System, VBA, Banking, Technical Analysis, Foreign Exchange, Sybase, Securities, FX trading, Asset Management, Series 7, Financial Services, Risk Management, Analysis, Trading Strategies
Education
Saint Xavier University 2003 — 2007
BA, Computer Studies
Eze Software Group / Realtick EMS April 2013 - Present
Realtick - BNY ConvergEx Group 2010 - Present
Wachovia Securities December 2007 - March 2009
UBS April 1999 - October 2007
UBS Investment Bank 2003 - 2007
Perot Systems 1996 - 2004
Skills
Market Data, Bloomberg, BMC Remedy, CQG, Trading Systems, Commodity, Reference Data, Equity Derivatives, XP, Fixed Income, Electronic Trading, Middle Office, Data Center, Options, Back Office, Integration, Equity Trading, Disaster Recovery, Trading, Financial Markets, Business Analysis, Equities, Investment Banking, Project Management, Derivatives, Vendor Management, FX Options, Exchange Connectivity, Hedge Funds, Low Latency, Technical Support, Solaris, Bloomberg Terminal, Portfolio Management, Order Management, Capital Markets, Trading System, VBA, Banking, Technical Analysis, Foreign Exchange, Sybase, Securities, FX trading, Asset Management, Series 7, Financial Services, Risk Management, Analysis, Trading Strategies
Education
Saint Xavier University 2003 — 2007
BA, Computer Studies
Heather Mckee's Wachovia Securities Experience 2003 - 2004
Job Policy Service Manager at Travelers
Industry Insurance
Experience
Travelers July 2014 - Present
Elephant Auto Insurance November 2009 - June 2014
Bank of America March 2009 - November 2009
Genworth Financial September 2007 - January 2009
Genworth Financial March 2005 - August 2007
GE January 2001 - March 2004
Wachovia Securities 2003 - 2004
QUICK & REILLY – FLEET SECURITIES DIVISION September 2001 - January 2002
SunTrust Investment Services October 1999 - August 2001
Cobb Technologies September 1998 - October 1999
Skills
Salesforce.com, Cross-functional Team..., Process Improvement, Leadership, Insurance, Strategic Planning, Project Management, Management, Sales, Sales Operations, Training, Program Management, Customer Service, Six Sigma, Access, New Business Development, Business Development, Recruiting, Strategy
Education
Villanova University 2009 — 2010
Masters Certificate in Project Management
Radford University 1994 — 1998
B.S., Psychology
Travelers July 2014 - Present
Elephant Auto Insurance November 2009 - June 2014
Bank of America March 2009 - November 2009
Genworth Financial September 2007 - January 2009
Genworth Financial March 2005 - August 2007
GE January 2001 - March 2004
Wachovia Securities 2003 - 2004
QUICK & REILLY – FLEET SECURITIES DIVISION September 2001 - January 2002
SunTrust Investment Services October 1999 - August 2001
Cobb Technologies September 1998 - October 1999
Skills
Salesforce.com, Cross-functional Team..., Process Improvement, Leadership, Insurance, Strategic Planning, Project Management, Management, Sales, Sales Operations, Training, Program Management, Customer Service, Six Sigma, Access, New Business Development, Business Development, Recruiting, Strategy
Education
Villanova University 2009 — 2010
Masters Certificate in Project Management
Radford University 1994 — 1998
B.S., Psychology
Wanetta Nicholson's Wachovia Securities Experience 1985 - 2009
Job Senior IT Analyst at AG Edwards
Industry Information Technology and Services
Experience
Wells Fargo Advisors September 2007 - Present
A.G. Edwards 1985 - Present
A. G. Edwards & Sons, Inc 1985 - Present
Wachovia Securities 1985 - 2009
Wells fargo Advisors 1985 - 2009
Skills
COBOL, Mainframe, Visio, Requirements Analysis, Business Analysis, DB2, SharePoint, Requirements Gathering, Systems Analysis, Database Design, SDLC, Disaster Recovery, PMP, SOA, Data Warehousing, JCL, Microsoft SQL Server, Vendor Management
Education
Saint Louis University 1977 — 1978
Wells Fargo Advisors September 2007 - Present
A.G. Edwards 1985 - Present
A. G. Edwards & Sons, Inc 1985 - Present
Wachovia Securities 1985 - 2009
Wells fargo Advisors 1985 - 2009
Skills
COBOL, Mainframe, Visio, Requirements Analysis, Business Analysis, DB2, SharePoint, Requirements Gathering, Systems Analysis, Database Design, SDLC, Disaster Recovery, PMP, SOA, Data Warehousing, JCL, Microsoft SQL Server, Vendor Management
Education
Saint Louis University 1977 — 1978
Bradley Bevington's Wachovia Securities Experience 2006 - 2009
Job Business Initiatives Manager at Wells Fargo Advisors
Industry Investment Banking
Experience
Wells Fargo Advisors 2013 - Present
Wells Fargo Advisors 2009 - 2012
Wells Fargo Advisors 2008 - 2012
Wachovia Securities 2006 - 2009
A.G. Edwards & Sons, Inc. 2004 - 2006
A.G. Edwards & Sons, Inc. 2001 - 2004
Auffenberg Dealer Group 1998 - 1999
Skills
Performance Reporting, Performance Measurement, Customer Experience, Project Management, Financial Reporting, Application Lifecycle..., Auditing, Business Continuity..., Salesforce.com, Internal Controls, Data Mining, Financial Analysis, Management, Business Innovation, Customer Acquisition, Customer Retention, Risk Management, Financial Modeling, Relationship Management, Business Process..., Business Strategy, Corporate Actions, International Tax, Tax Reporting, Financial Statements, Investments, Customer Service, FATCA
Education
Saint Louis University 2000 — 2003
Southern Illinois University, Carbondale 1999 — 2000
Wells Fargo Advisors 2013 - Present
Wells Fargo Advisors 2009 - 2012
Wells Fargo Advisors 2008 - 2012
Wachovia Securities 2006 - 2009
A.G. Edwards & Sons, Inc. 2004 - 2006
A.G. Edwards & Sons, Inc. 2001 - 2004
Auffenberg Dealer Group 1998 - 1999
Skills
Performance Reporting, Performance Measurement, Customer Experience, Project Management, Financial Reporting, Application Lifecycle..., Auditing, Business Continuity..., Salesforce.com, Internal Controls, Data Mining, Financial Analysis, Management, Business Innovation, Customer Acquisition, Customer Retention, Risk Management, Financial Modeling, Relationship Management, Business Process..., Business Strategy, Corporate Actions, International Tax, Tax Reporting, Financial Statements, Investments, Customer Service, FATCA
Education
Saint Louis University 2000 — 2003
Southern Illinois University, Carbondale 1999 — 2000
Larry Key's Wachovia Securities Experience 2006 - June 2009
Job Senior Director of BrokerageSouthwest Region at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2009 - Present
Wachovia Securities 2006 - June 2009
Atlas Funds, Inc. 2001 - 2006
Atlas Securities Inc 2000 - 2006
World Savings 1989 - 2006
Skills
Investments, Banking, Wealth Management, Loans, Mortgage Lending, Series 7, Series 63, Retirement Planning, Credit, Strategic Financial..., Financial Advisory, Financial Services, Sales Management, Investment Advisory
Education
San Francisco State University 1972 — 1976
Bachelor of Arts (BA), Business Administration and Management, General
Wells Fargo Advisors, LLC June 2009 - Present
Wachovia Securities 2006 - June 2009
Atlas Funds, Inc. 2001 - 2006
Atlas Securities Inc 2000 - 2006
World Savings 1989 - 2006
Skills
Investments, Banking, Wealth Management, Loans, Mortgage Lending, Series 7, Series 63, Retirement Planning, Credit, Strategic Financial..., Financial Advisory, Financial Services, Sales Management, Investment Advisory
Education
San Francisco State University 1972 — 1976
Bachelor of Arts (BA), Business Administration and Management, General
Patrick Pryor's Wachovia Securities Experience July 2007 - Present
Job Equity Division Intern at Wachovia Securities
Industry Human Resources
Experience
Wachovia Securities July 2007 - Present
Boyden June 2006 - August 2006
Education
Siena College 2005 — 2009
Wachovia Securities July 2007 - Present
Boyden June 2006 - August 2006
Education
Siena College 2005 — 2009
Michael DePaoli's Wachovia Securities Experience March 2008 - September 2008
Job Senior IT Project Manager at USAA
Industry Financial Services
Experience
USAA March 2014 - Present
DST Systems January 2014 - February 2014
BNSF Railway April 2012 - December 2013
Federal Reserve Bank of Kansas City August 2009 - April 2012
JPMorgan Chase September 2008 - August 2009
Wachovia Securities March 2008 - September 2008
H&R Block 2002 - 2008
Sprint 1999 - 2002
Skills
Business Analysis, Process Improvement, Project Management, SDLC, Vendor Management, Visio, Requirements Analysis, Business Process..., Integration, MS Project
Education
Rockhurst University 1995 — 2000
MBA, Finance
Rockhurst University 1981 — 1990
Bachelor of Science, Systems Management
Truman HS 1973 — 1976
Diploma, General
USAA March 2014 - Present
DST Systems January 2014 - February 2014
BNSF Railway April 2012 - December 2013
Federal Reserve Bank of Kansas City August 2009 - April 2012
JPMorgan Chase September 2008 - August 2009
Wachovia Securities March 2008 - September 2008
H&R Block 2002 - 2008
Sprint 1999 - 2002
Skills
Business Analysis, Process Improvement, Project Management, SDLC, Vendor Management, Visio, Requirements Analysis, Business Process..., Integration, MS Project
Education
Rockhurst University 1995 — 2000
MBA, Finance
Rockhurst University 1981 — 1990
Bachelor of Science, Systems Management
Truman HS 1973 — 1976
Diploma, General
Charlie Schwartz's Wachovia Securities Experience 2006 - Present
Job Assistant VicePresident / Program Lead New Advisor Training (Wachovia Securities)
Industry Financial Services
Experience
Wachovia Securities 2006 - Present
Education
Saint Louis University 1996 — 2000
Wachovia Securities 2006 - Present
Education
Saint Louis University 1996 — 2000
Scott Hanley's Wachovia Securities Experience August 1996 - Present
Job Certified Financial Planner at Wachovia Securities
Industry Investment Management
Experience
Wachovia Securities August 1996 - Present
Education
Saint Anselm College 1989 — 1993
Wachovia Securities August 1996 - Present
Education
Saint Anselm College 1989 — 1993
Maria Crow's Wachovia Securities Experience 2008 - 2009
Job AVP, Business Systems Consultant at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC May 2000 - Present
Wachovia Securities 2008 - 2009
A.G. Edwards May 2000 - 2008
Education
Quincy University 1986 — 1990
Wells Fargo Advisors LLC May 2000 - Present
Wachovia Securities 2008 - 2009
A.G. Edwards May 2000 - 2008
Education
Quincy University 1986 — 1990
Wilford Lawrence's Wachovia Securities Experience August 2007 - Present
Job Financial Advisor at Wachovia Securities
Industry Financial Services
Experience
Wachovia Securities August 2007 - Present
Ameriprise Financial February 2006 - August 2007
Education
Saint Joseph's University - Erivan K. Haub School of Business
Wachovia Securities August 2007 - Present
Ameriprise Financial February 2006 - August 2007
Education
Saint Joseph's University - Erivan K. Haub School of Business
Jim Whitcomb's Wachovia Securities Experience July 1997 - December 2005
Job Global Relationship Management Executive
Industry Financial Services
Experience
In Transition September 2015 - Present
Fifth Third Bank May 2013 - August 2015
JJW & Associates December 2012 - February 2013
SunTrust Bank March 2010 - November 2012
JW International, LLC January 2006 - August 2009
Wachovia Securities July 1997 - December 2005
The Mitsui Trust and Banking Company, New York Branch 1991 - 1997
Ernst & Young 1984 - 1990
Skills
Japanese language, CPA (inactive status), Credit Analysis, Banking, Loans, Financial Services, Financial Analysis, Credit, Building Relationships, Teamwork, Mentoring, Team Building, Finance
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
Master of Business Administration (MBA), Business Administration and Management, General
St. John's University 1979 — 1983
Bachelor of Arts (BA), Accounting and Japanese
In Transition September 2015 - Present
Fifth Third Bank May 2013 - August 2015
JJW & Associates December 2012 - February 2013
SunTrust Bank March 2010 - November 2012
JW International, LLC January 2006 - August 2009
Wachovia Securities July 1997 - December 2005
The Mitsui Trust and Banking Company, New York Branch 1991 - 1997
Ernst & Young 1984 - 1990
Skills
Japanese language, CPA (inactive status), Credit Analysis, Banking, Loans, Financial Services, Financial Analysis, Credit, Building Relationships, Teamwork, Mentoring, Team Building, Finance
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
Master of Business Administration (MBA), Business Administration and Management, General
St. John's University 1979 — 1983
Bachelor of Arts (BA), Accounting and Japanese
Pradyumn Patel's Wachovia Securities Experience September 2008 - January 2009
Job Sr. Data Warehouse Analyst at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo January 2009 - Present
Wachovia Securities September 2008 - January 2009
Fidelity Investments June 2004 - October 2008
Skills
Data Management, Data Warehousing, Business Intelligence, Database Design, Data Analysis, Requirements Analysis, Data Modeling, ETL, Microsoft SQL Server, DB2, Oracle 9i, SSIS, SSRS, SSAS 2008, .NET, SharePoint, Cubes, Data Mining, Database Administration, Microstrategy, Informatica, Business Analysis, Business Systems..., Data Quality, Software Quality..., Production Support, SQL, Brio Reports, Analytical Systems, Technical Leadership, Agile Methodologies, Data Architecture, SAS, Batch Processing, Team Leadership, Business Analytics, Requirements Gathering
Education
Saurashtra University
BS, Computer Science
The University of Texas at Dallas
MS, Computer Science
Wells Fargo January 2009 - Present
Wachovia Securities September 2008 - January 2009
Fidelity Investments June 2004 - October 2008
Skills
Data Management, Data Warehousing, Business Intelligence, Database Design, Data Analysis, Requirements Analysis, Data Modeling, ETL, Microsoft SQL Server, DB2, Oracle 9i, SSIS, SSRS, SSAS 2008, .NET, SharePoint, Cubes, Data Mining, Database Administration, Microstrategy, Informatica, Business Analysis, Business Systems..., Data Quality, Software Quality..., Production Support, SQL, Brio Reports, Analytical Systems, Technical Leadership, Agile Methodologies, Data Architecture, SAS, Batch Processing, Team Leadership, Business Analytics, Requirements Gathering
Education
Saurashtra University
BS, Computer Science
The University of Texas at Dallas
MS, Computer Science
Anna Galazka's Wachovia Securities Experience August 2002 - May 2005
Job Sr. Compliance Officer at Major Brokerage Firm
Industry Financial Services
Experience
Wells Fargo Advisors May 2005 - Present
Wachovia Securities August 2002 - May 2005
Skills
Series 7, Series 63, Securities, FINRA, Uniform Combined State..., AML, Risk Management, Mutual Funds, Financial Services, KYC, Equities, OFAC, Wealth Management, Investment Advisory, Dependable Team Player, Team Building, Time Management, Project Planning, Strategic Planning, Team Leadership, Close Attention to..., Project Coordination
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2007
MBA, Management
Rutgers, The State University of New Jersey-Newark 2003 — 2007
BA - Economics, MBA, Management
Wells Fargo Advisors May 2005 - Present
Wachovia Securities August 2002 - May 2005
Skills
Series 7, Series 63, Securities, FINRA, Uniform Combined State..., AML, Risk Management, Mutual Funds, Financial Services, KYC, Equities, OFAC, Wealth Management, Investment Advisory, Dependable Team Player, Team Building, Time Management, Project Planning, Strategic Planning, Team Leadership, Close Attention to..., Project Coordination
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2007
MBA, Management
Rutgers, The State University of New Jersey-Newark 2003 — 2007
BA - Economics, MBA, Management
Mike Farrelly's Wachovia Securities Experience December 2005 - June 2006
Job Director of Hoop Group ELITE at The Hoop Group
Industry Sports
Experience
The Hoop Group May 2007 - Present
Wilkes University August 2006 - May 2007
Wachovia Securities December 2005 - June 2006
Saint Joseph's University October 2003 - March 2006
Ameriprise Financial Advisors July 2003 - August 2005
Education
Saint Joseph's University 1999 — 2003
Saint Joseph's University - Erivan K. Haub School of Business 1999 — 2003
Finance
The Hoop Group May 2007 - Present
Wilkes University August 2006 - May 2007
Wachovia Securities December 2005 - June 2006
Saint Joseph's University October 2003 - March 2006
Ameriprise Financial Advisors July 2003 - August 2005
Education
Saint Joseph's University 1999 — 2003
Saint Joseph's University - Erivan K. Haub School of Business 1999 — 2003
Finance
Alan Tuetken's Wachovia Securities Experience May 2008 - September 2009
Job AVP, Technical Project Manager, Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo Advisors September 2009 - Present
Wachovia Securities May 2008 - September 2009
A.G. Edwards February 2000 - May 2008
Boeing June 1988 - August 1999
Skills
Project Management, Business Analysis, Analytics, Identity Management, Cyber Defense, Risk Management, Internal Review, SQL, SharePoint, Leadership, Active Directory, Information Security..., Process Improvement, SDLC, Visio, Disaster Recovery, Microsoft SQL Server, Vendor Management, Requirements Gathering, Requirements Analysis, Access, Software Documentation, Integration, Information Technology, Governance, Testing, Information Security, IT Operations, Enterprise Architecture, Quality Assurance, Infrastructure, IT Strategy, IT Management, Data Center, Security, ITIL
Education
Saint Louis University
Bachelor of Science, Computer Science
Ranken Technical College
Graduate and Certification, Computer Numerical Control Programming
Wells Fargo Advisors September 2009 - Present
Wachovia Securities May 2008 - September 2009
A.G. Edwards February 2000 - May 2008
Boeing June 1988 - August 1999
Skills
Project Management, Business Analysis, Analytics, Identity Management, Cyber Defense, Risk Management, Internal Review, SQL, SharePoint, Leadership, Active Directory, Information Security..., Process Improvement, SDLC, Visio, Disaster Recovery, Microsoft SQL Server, Vendor Management, Requirements Gathering, Requirements Analysis, Access, Software Documentation, Integration, Information Technology, Governance, Testing, Information Security, IT Operations, Enterprise Architecture, Quality Assurance, Infrastructure, IT Strategy, IT Management, Data Center, Security, ITIL
Education
Saint Louis University
Bachelor of Science, Computer Science
Ranken Technical College
Graduate and Certification, Computer Numerical Control Programming
Kevin Gardner's Wachovia Securities Experience 2007 - March 2012
Job Technology Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2012 - Present
Wachovia Securities 2007 - March 2012
A.G. Edwards & Sons, Inc. April 1999 - October 2007
Skills
SDLC, Vendor Management, Waterfall, Analysis, Mainframe, Business Requirements, Change Management, Systems Analysis, Relationship Management, Integration, Requirements Analysis, Process Improvement, Unix, Software Documentation, Business Analysis, Data Warehousing, Quality Assurance, Requirements Gathering, Visio, Data Center, Series 7, ETL, PMO, Enterprise Architecture, SharePoint, IT Strategy, PMP, Software Project...
Education
Saint Louis University 2005 — 2007
Wells Fargo Advisors May 2012 - Present
Wachovia Securities 2007 - March 2012
A.G. Edwards & Sons, Inc. April 1999 - October 2007
Skills
SDLC, Vendor Management, Waterfall, Analysis, Mainframe, Business Requirements, Change Management, Systems Analysis, Relationship Management, Integration, Requirements Analysis, Process Improvement, Unix, Software Documentation, Business Analysis, Data Warehousing, Quality Assurance, Requirements Gathering, Visio, Data Center, Series 7, ETL, PMO, Enterprise Architecture, SharePoint, IT Strategy, PMP, Software Project...
Education
Saint Louis University 2005 — 2007
Ashley Bryant Fraley's Wachovia Securities Experience September 2008 - July 2009
Job CLS Analyst at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company July 2009 - Present
Wachovia Securities September 2008 - July 2009
Wachovia April 2007 - September 2008
Advance Auto Parts November 2000 - April 2007
Hanover Direct June 2000 - November 2000
Skills
Recruiting, Event Management, Program Management, Process Improvement, Fundraising, Human Resources, Applicant Tracking...
Education
Radford University 1996 — 2000
BS, Communications, Human Resources
Wachovia, A Wells Fargo Company July 2009 - Present
Wachovia Securities September 2008 - July 2009
Wachovia April 2007 - September 2008
Advance Auto Parts November 2000 - April 2007
Hanover Direct June 2000 - November 2000
Skills
Recruiting, Event Management, Program Management, Process Improvement, Fundraising, Human Resources, Applicant Tracking...
Education
Radford University 1996 — 2000
BS, Communications, Human Resources
Phillip Hoehn's Wachovia Securities Experience 2005 - 2006
Job Manager at Thomson Reuters
Industry Financial Services
Experience
Reuters October 2007 - Present
ThomsonReuters 2007 - Present
A. G. Edwards 2006 - 2007
A.G. Edwards & Sons, Inc. 2006 - 2007
Wachovia Securities 2005 - 2006
Ernst & Young LLP 2000 - 2005
Ernst & Young/Cap Gemini Ernst & Young 2000 - 2005
Cap Gemini Ernst and Young 2000 - 2005
Capgemini 2000 - 2005
Hancock Securities 1998 - 2000
Skills
Business Analysis, PMO, Risk Management, Program Management, Software Project..., SDLC, New Business Development, Vendor Management, Requirements Analysis, Strategy, IT Strategy, Process Improvement, Management, Contract Negotiation, PMP, Management Consulting, Strategic Planning, Change Management, Business Intelligence, Project Management, Account Management, Business Process..., Project Portfolio..., Integration, Analysis, Business Process, Business Transformation, CRM, Cloud Computing, Cross-functional Team..., Enterprise Architecture, IT Management, Outsourcing, SaaS, ITIL, Requirements Gathering, IT Service Management
Education
Washington University in St. Louis 1998 — 2000
MBA
Washington University in St. Louis - Olin Business School 1998 — 2000
MBA
Santa Clara University 1991 — 1995
SLUH
Reuters October 2007 - Present
ThomsonReuters 2007 - Present
A. G. Edwards 2006 - 2007
A.G. Edwards & Sons, Inc. 2006 - 2007
Wachovia Securities 2005 - 2006
Ernst & Young LLP 2000 - 2005
Ernst & Young/Cap Gemini Ernst & Young 2000 - 2005
Cap Gemini Ernst and Young 2000 - 2005
Capgemini 2000 - 2005
Hancock Securities 1998 - 2000
Skills
Business Analysis, PMO, Risk Management, Program Management, Software Project..., SDLC, New Business Development, Vendor Management, Requirements Analysis, Strategy, IT Strategy, Process Improvement, Management, Contract Negotiation, PMP, Management Consulting, Strategic Planning, Change Management, Business Intelligence, Project Management, Account Management, Business Process..., Project Portfolio..., Integration, Analysis, Business Process, Business Transformation, CRM, Cloud Computing, Cross-functional Team..., Enterprise Architecture, IT Management, Outsourcing, SaaS, ITIL, Requirements Gathering, IT Service Management
Education
Washington University in St. Louis 1998 — 2000
MBA
Washington University in St. Louis - Olin Business School 1998 — 2000
MBA
Santa Clara University 1991 — 1995
SLUH
Dan Principato's Wachovia Securities Experience September 2003 - November 2004
Job Energy Analyst at Union Energy Services
Industry Financial Services
Experience
Union Energy Services June 2007 - Present
Hold Brothers September 2006 - June 2007
Bank of America March 2005 - July 2006
WACHOVIA SECURITIES September 2003 - November 2004
Education
Seton Hall University
Master, Business Administration Finance
RUTGERS UNIVERSITY
Bachelor of Arts Economics, 2004
Union Energy Services June 2007 - Present
Hold Brothers September 2006 - June 2007
Bank of America March 2005 - July 2006
WACHOVIA SECURITIES September 2003 - November 2004
Education
Seton Hall University
Master, Business Administration Finance
RUTGERS UNIVERSITY
Bachelor of Arts Economics, 2004
Earl Saunders's Wachovia Securities Experience 2003 - Present
Job Sr. PC/LAN Mgmt Tech Spec at Wachovia Securities
Industry Information Technology and Services
Experience
Wachovia Securities 2003 - Present
Wells Fargo Securities 2011 - 2013
Skills
Business Analysis, Vendor Management, Active Directory, IT Strategy, Troubleshooting, Disaster Recovery, Integration, SDLC, Customer Service, SharePoint
Education
Radford University 1988 — 1992
BS, Computer Science
Wachovia Securities 2003 - Present
Wells Fargo Securities 2011 - 2013
Skills
Business Analysis, Vendor Management, Active Directory, IT Strategy, Troubleshooting, Disaster Recovery, Integration, SDLC, Customer Service, SharePoint
Education
Radford University 1988 — 1992
BS, Computer Science
David Corts's Wachovia Securities Experience 1996 - 2005
Job Managing Director at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank 2006 - Present
Wells Fargo 2006 - Present
Wachovia Bank 1996 - 2005
Wachovia Securities 1996 - 2005
Skills
Series 7, Asset Allocation, Banking
Education
Vanderbilt University - Owen Graduate School of Management 1993 — 1995
MBA, Finance/Marketing
Samford University 1986 — 1990
B.S., Business Administration
Wells Fargo Bank 2006 - Present
Wells Fargo 2006 - Present
Wachovia Bank 1996 - 2005
Wachovia Securities 1996 - 2005
Skills
Series 7, Asset Allocation, Banking
Education
Vanderbilt University - Owen Graduate School of Management 1993 — 1995
MBA, Finance/Marketing
Samford University 1986 — 1990
B.S., Business Administration
Sandy Henley's Wachovia Securities Experience November 2007 - September 2012
Job Affluent Banker ( Financial Specialist) at Sovereign Bank
Industry Financial Services
Experience
The Burlington County planning and zoning board January 2015 - Present
Sovereign Bank September 2012 - Present
Wachovia Securities November 2007 - September 2012
Wachovia 2007 - September 2012
PHH Mortgage August 2000 - November 2007
Skills
Mortgage Lending, Mortgage Banking, Sales, Loans, Credit, Loan Origination, Residential Mortgages, Refinance, FHA, Banking, Underwriting, Credit Analysis, Financial Services, Leadership, Insurance, Risk Management, Financial Analysis, Sales Management, Retail Banking, Account Management, Customer Retention
Education
Rowan University 1994 — 1999
Economics
The Burlington County planning and zoning board January 2015 - Present
Sovereign Bank September 2012 - Present
Wachovia Securities November 2007 - September 2012
Wachovia 2007 - September 2012
PHH Mortgage August 2000 - November 2007
Skills
Mortgage Lending, Mortgage Banking, Sales, Loans, Credit, Loan Origination, Residential Mortgages, Refinance, FHA, Banking, Underwriting, Credit Analysis, Financial Services, Leadership, Insurance, Risk Management, Financial Analysis, Sales Management, Retail Banking, Account Management, Customer Retention
Education
Rowan University 1994 — 1999
Economics
Bo Bragaw's Wachovia Securities Experience 2004 - 2010
Job Sr. Vice President Investments Weldon Bragaw Orendorff Financial Strategies Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 1986 - Present
Wachovia Securities 2004 - 2010
Wheat First Union Securities 1997 - 2004
Wheat First Butcher Singer January 1986 - December 1997
Jefferson Financial 1984 - 1985
Skills
Investments, Portfolio Management, Securities, Finance, Investment Advisory, Investment Management, Financial Advisory, Financial Risk, Retirement Planning, Wealth Management, Asset Allocation, Asset Management, Financial Services, Alternative Investments, Retirement Plan..., Equity Capital Markets, Nonprofits
Education
University of Maryland College Park 1982 — 1984
MA, Government & Politics with focus on International Economics
Shepherd University 1976 — 1979
BS, Political Science, History
Wells Fargo Advisors, LLC January 1986 - Present
Wachovia Securities 2004 - 2010
Wheat First Union Securities 1997 - 2004
Wheat First Butcher Singer January 1986 - December 1997
Jefferson Financial 1984 - 1985
Skills
Investments, Portfolio Management, Securities, Finance, Investment Advisory, Investment Management, Financial Advisory, Financial Risk, Retirement Planning, Wealth Management, Asset Allocation, Asset Management, Financial Services, Alternative Investments, Retirement Plan..., Equity Capital Markets, Nonprofits
Education
University of Maryland College Park 1982 — 1984
MA, Government & Politics with focus on International Economics
Shepherd University 1976 — 1979
BS, Political Science, History
Ryan Rapolas's Wachovia Securities Experience May 2004 - August 2004
Job Asset Manager & Analyst
Industry Real Estate
Experience
CubeSmart June 2015 - Present
CubeSmart June 2010 - Present
RMC Water and Environment November 2008 - December 2009
Kaiser Permanente August 2008 - November 2008
Autodesk July 2008 - August 2008
Sony BMG July 2005 - June 2008
AIDS Coalition of Southern New Jersey September 2004 - May 2005
Wachovia Securities May 2004 - August 2004
Skills
Accounts Payable, Accounts Receivable, Accounting, Microsoft Excel, Account Reconciliation, Customer Service, Finance, General Ledger, Excel, Outlook, SAP, Microsoft Office, Word, Budgets, Financial Reporting, Billing, Hyperion Reports, Great Plains Software, Centershift, ShoreTel, Onestream
Education
Rowan University 2003 — 2005
Bachelor's, Business Administration - Finance
Union County College 2001 — 2003
Business Administration
CubeSmart June 2015 - Present
CubeSmart June 2010 - Present
RMC Water and Environment November 2008 - December 2009
Kaiser Permanente August 2008 - November 2008
Autodesk July 2008 - August 2008
Sony BMG July 2005 - June 2008
AIDS Coalition of Southern New Jersey September 2004 - May 2005
Wachovia Securities May 2004 - August 2004
Skills
Accounts Payable, Accounts Receivable, Accounting, Microsoft Excel, Account Reconciliation, Customer Service, Finance, General Ledger, Excel, Outlook, SAP, Microsoft Office, Word, Budgets, Financial Reporting, Billing, Hyperion Reports, Great Plains Software, Centershift, ShoreTel, Onestream
Education
Rowan University 2003 — 2005
Bachelor's, Business Administration - Finance
Union County College 2001 — 2003
Business Administration
Andy Byer, CIMA's Wachovia Securities Experience 2004 - 2008
Job Head of National Sales for Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors 2008 - Present
Wachovia Securities 2004 - 2008
UBS 2000 - 2004
Painewebber 1997 - 1999
Skills
Wealth Management, Finance, Sales, Financial Advisory, Series 7, Separately Managed..., Retirement Planning, Banking, Coaching, Financial Analysis, Alternative Investments, Investment Advisory, Mutual Funds, Series 63, Wealth Management...
Education
Radford University 1990 — 1994
Wells Fargo Advisors 2008 - Present
Wachovia Securities 2004 - 2008
UBS 2000 - 2004
Painewebber 1997 - 1999
Skills
Wealth Management, Finance, Sales, Financial Advisory, Series 7, Separately Managed..., Retirement Planning, Banking, Coaching, Financial Analysis, Alternative Investments, Investment Advisory, Mutual Funds, Series 63, Wealth Management...
Education
Radford University 1990 — 1994
Margaret Wallyn's Wachovia Securities Experience May 2006 - October 2009
Job Senior IT Business Analyst at Northern Trust Corporation
Industry Information Technology and Services
Experience
Northern Trust Corporation July 2014 - Present
Northern Trust Global Investments March 2012 - December 2013
JP Morgan Chase March 2011 - March 2012
Northern Trust Global Investments October 2009 - July 2011
Wachovia Securities May 2006 - October 2009
Blue Cross and Blue Shield October 2005 - May 2006
Mesirow Financial June 2004 - October 2005
National Insurance Crime Bureau July 2002 - June 2004
Aon Risk Services November 2001 - November 2002
JPMorgan Chase November 1993 - June 2001
Skills
Requirements Gathering, SDLC, Training, Web Services, Data Warehousing, Requirements Analysis, Strategy, Business Requirements, Software Project..., SQL, Visio, Business Intelligence, Business Analysis, DB2, Project Management, Data Analysis, PMO
Education
Quinlan School of Business, Loyola University Chicago 1983 — 1984
Northern Trust Corporation July 2014 - Present
Northern Trust Global Investments March 2012 - December 2013
JP Morgan Chase March 2011 - March 2012
Northern Trust Global Investments October 2009 - July 2011
Wachovia Securities May 2006 - October 2009
Blue Cross and Blue Shield October 2005 - May 2006
Mesirow Financial June 2004 - October 2005
National Insurance Crime Bureau July 2002 - June 2004
Aon Risk Services November 2001 - November 2002
JPMorgan Chase November 1993 - June 2001
Skills
Requirements Gathering, SDLC, Training, Web Services, Data Warehousing, Requirements Analysis, Strategy, Business Requirements, Software Project..., SQL, Visio, Business Intelligence, Business Analysis, DB2, Project Management, Data Analysis, PMO
Education
Quinlan School of Business, Loyola University Chicago 1983 — 1984
Aaron Slocomb's Wachovia Securities Experience May 2007 - April 2008
Job Sr Engineer, ETL at Molina
Industry Information Services
Experience
Molina Medicaid Solutions May 2010 - Present
Unisys April 2008 - May 2010
Wachovia Securities May 2007 - April 2008
KForce Government Solutions February 2006 - March 2007
Circuit City Stores August 1997 - February 2006
Skills
ETL, Unix Shell Scripting, Team Management, Unix, Informatica, SQL, Scrum, Performance Tuning, Data Marts, Business Analysis, SDLC
Education
Radford University - College of Business and Economics 1995 — 1997
BBA, Information Systems
Radford University - College of Business and Economics 1995 — 1997
BBA, Finance
Molina Medicaid Solutions May 2010 - Present
Unisys April 2008 - May 2010
Wachovia Securities May 2007 - April 2008
KForce Government Solutions February 2006 - March 2007
Circuit City Stores August 1997 - February 2006
Skills
ETL, Unix Shell Scripting, Team Management, Unix, Informatica, SQL, Scrum, Performance Tuning, Data Marts, Business Analysis, SDLC
Education
Radford University - College of Business and Economics 1995 — 1997
BBA, Information Systems
Radford University - College of Business and Economics 1995 — 1997
BBA, Finance
Erin (Walsch) Noland's Wachovia Securities Experience August 2007 - April 2008
Job Business Consultant at Salesforce Marketing Cloud
Industry Marketing and Advertising
Experience
Salesforce May 2015 - Present
Blue Leaf October 2012 - May 2015
TD July 2013 - February 2015
Infosys March 2012 - July 2013
Ally Financial Inc. September 2010 - March 2012
Red Ventures May 2009 - September 2010
Wachovia May 2008 - April 2009
Wachovia Securities August 2007 - April 2008
Robertson Marketing January 2007 - May 2007
Skills
E-commerce SEO, Website Development, Sales Management, Social Media Marketing, Team Leadership, Social Media, SEO, Marketing, Marketing Strategy, Web Analytics, Direct Marketing, Strategy, SEM, Content Strategy, Advertising, Creative Direction, E-commerce, Management, Online Marketing, Program Management, Lead Generation, Analytics
Education
Roanoke College 2003 — 2007
Business Administration, Marketing, Studio Art
Salesforce May 2015 - Present
Blue Leaf October 2012 - May 2015
TD July 2013 - February 2015
Infosys March 2012 - July 2013
Ally Financial Inc. September 2010 - March 2012
Red Ventures May 2009 - September 2010
Wachovia May 2008 - April 2009
Wachovia Securities August 2007 - April 2008
Robertson Marketing January 2007 - May 2007
Skills
E-commerce SEO, Website Development, Sales Management, Social Media Marketing, Team Leadership, Social Media, SEO, Marketing, Marketing Strategy, Web Analytics, Direct Marketing, Strategy, SEM, Content Strategy, Advertising, Creative Direction, E-commerce, Management, Online Marketing, Program Management, Lead Generation, Analytics
Education
Roanoke College 2003 — 2007
Business Administration, Marketing, Studio Art
Jane Bottorf Whittemore's Wachovia Securities Experience 1991 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Wachovia Securities 1991 - Present
Interstate/Johnson Lane 1991 - 2002
Education
Randolph-Macon College 1984 — 1988
Wachovia Securities 1991 - Present
Interstate/Johnson Lane 1991 - 2002
Education
Randolph-Macon College 1984 — 1988
Gloria Guilford's Wachovia Securities Experience 2004 - Present
Job Assistant Vice President at WB
Industry Financial Services
Experience
Wachovia Securities 2004 - Present
Wachovia July 2002 - Present
D&B / Hoovers 1998 - 2001
Education
Rice University
Wachovia Securities 2004 - Present
Wachovia July 2002 - Present
D&B / Hoovers 1998 - 2001
Education
Rice University
LaVell Jones's Wachovia Securities Experience February 2008 - January 2010
Job Sr. Business Analyst
Industry Financial Services
Experience
Bradford & Galt September 2011 - Present
Wells Fargo Advisors 1999 - 2011
Business Information Management March 2009 - March 2010
Wachovia Securities February 2008 - January 2010
A.G. Edwards & Sons, Inc. November 1998 - February 2008
Skills
SDLC, Business Analysis, Business Intelligence, Project Management, Visio, Team Leadership, Requirements Analysis, Risk Management, Quality Assurance, Analysis, Testing, Management, Project Planning, Software Project..., Vendor Management, SharePoint, Integration, Security
Education
Saint Louis University
BS, Computer Science
Bradford & Galt September 2011 - Present
Wells Fargo Advisors 1999 - 2011
Business Information Management March 2009 - March 2010
Wachovia Securities February 2008 - January 2010
A.G. Edwards & Sons, Inc. November 1998 - February 2008
Skills
SDLC, Business Analysis, Business Intelligence, Project Management, Visio, Team Leadership, Requirements Analysis, Risk Management, Quality Assurance, Analysis, Testing, Management, Project Planning, Software Project..., Vendor Management, SharePoint, Integration, Security
Education
Saint Louis University
BS, Computer Science
Joseph S. Farrell's Wachovia Securities Experience 2007 - 2008
Job at Pershing LLC
Industry Financial Services
Experience
Pershing LLC September 2010 - Present
Cantor Fitzgerald 2009 - November 2010
Miningham & Oellerich, Inc. (M&O) 2008 - 2009
Wachovia Securities 2007 - 2008
ADP Clearing & Outsourcing, Inc. 2004 - 2007
Pershing 1999 - 2004
Pershing 1996 - 1999
UBS PaineWebber/ Correspondent Services Corporation 1993 - 1996
TMJ Property Control 1992 - 1993
Paine Webber 1989 - 1992
Skills
Series 7, Series 63, Series 24, Equities, Securities, Fixed Income, Investments, Team Leadership, Finance, Mutual Funds, Relationship Management, FINRA, Business Relationship..., Hedge Funds, Options, Financial Services, Trading
Education
Quinnipiac University 1986 — 1989
Bachelor of Science, Marketing
Pershing LLC September 2010 - Present
Cantor Fitzgerald 2009 - November 2010
Miningham & Oellerich, Inc. (M&O) 2008 - 2009
Wachovia Securities 2007 - 2008
ADP Clearing & Outsourcing, Inc. 2004 - 2007
Pershing 1999 - 2004
Pershing 1996 - 1999
UBS PaineWebber/ Correspondent Services Corporation 1993 - 1996
TMJ Property Control 1992 - 1993
Paine Webber 1989 - 1992
Skills
Series 7, Series 63, Series 24, Equities, Securities, Fixed Income, Investments, Team Leadership, Finance, Mutual Funds, Relationship Management, FINRA, Business Relationship..., Hedge Funds, Options, Financial Services, Trading
Education
Quinnipiac University 1986 — 1989
Bachelor of Science, Marketing
Judi Sanders's Wachovia Securities Experience April 2007 - May 2009
Job Customer Service Manager at Creator Magazine
Industry Publishing
Experience
Curves January 2013 - Present
Lucia Mar Unified School District November 2009 - Present
Creator Magazine May 2009 - Present
Wachovia Securities April 2007 - May 2009
Skills
Microsoft Office, Microsoft Word, Financial Modeling, Customer Service, Event Planning, Microsoft Excel, Administration, Outlook, Teamwork, PowerPoint
Education
Santa Rosa Junior College 2000 — 2003
Associate's Degree, 3.8
Curves January 2013 - Present
Lucia Mar Unified School District November 2009 - Present
Creator Magazine May 2009 - Present
Wachovia Securities April 2007 - May 2009
Skills
Microsoft Office, Microsoft Word, Financial Modeling, Customer Service, Event Planning, Microsoft Excel, Administration, Outlook, Teamwork, PowerPoint
Education
Santa Rosa Junior College 2000 — 2003
Associate's Degree, 3.8
Michelle Hanchard's Wachovia Securities Experience 2004 - 2009
Job Director at Wells Fargo
Industry Capital Markets
Experience
Wells Fargo 2009 - Present
Wachovia Securities 2004 - 2009
Citigroup Securities 1992 - 2002
Chase Securities, LLC 1997 - 1998
Skills
Syndications, Fixed Income, Credit Analysis, Capital Markets, Trade Finance, Structured Trade, Supply Chain Finance
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
San Diego State University-California State University
BS, Computer Science
Wells Fargo 2009 - Present
Wachovia Securities 2004 - 2009
Citigroup Securities 1992 - 2002
Chase Securities, LLC 1997 - 1998
Skills
Syndications, Fixed Income, Credit Analysis, Capital Markets, Trade Finance, Structured Trade, Supply Chain Finance
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
San Diego State University-California State University
BS, Computer Science
Doug Vogel's Wachovia Securities Experience February 2006 - August 2007
Job Business Systems Analyst at Capital One
Industry Information Technology and Services
Experience
Capital One April 2009 - Present
Circuit City September 2007 - January 2009
Wachovia Securities February 2006 - August 2007
Capital One August 2000 - February 2006
Skills
Requirements Gathering, Requirements Analysis, Data Analysis, Process Improvement, Application Development
Education
Strayer University-Maryland 1998 — 2001
Masters, Information Systems
Radford University 1991 — 1996
Bachelor of Science, Political Science
Capital One April 2009 - Present
Circuit City September 2007 - January 2009
Wachovia Securities February 2006 - August 2007
Capital One August 2000 - February 2006
Skills
Requirements Gathering, Requirements Analysis, Data Analysis, Process Improvement, Application Development
Education
Strayer University-Maryland 1998 — 2001
Masters, Information Systems
Radford University 1991 — 1996
Bachelor of Science, Political Science
Robert Tinley's Wachovia Securities Experience February 2007 - December 2007
Job Account Executive at Island Tech Services
Industry Information Technology and Services
Experience
Island Tech Services June 2008 - Present
Wachovia Securities February 2007 - December 2007
Education
San Diego State University-California State University 2006 — 2008
Bachelors, Economics
Suffolk County Community College 2004 — 2006
Business, Business
Island Tech Services June 2008 - Present
Wachovia Securities February 2007 - December 2007
Education
San Diego State University-California State University 2006 — 2008
Bachelors, Economics
Suffolk County Community College 2004 — 2006
Business, Business
James Hickle's Wachovia Securities Experience 1998 - 2005
Job Senior Banking Analyst at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York March 2012 - Present
Genworth Financial July 2005 - March 2012
Wachovia Securities 1998 - 2005
First Clearing, LLC 1998 - 2005
Skills
Securities, Analysis, Banking, Investments, Project Management, Settlement
Education
Virginia Commonwealth University 2001 — 2003
Master of Public Administration (MPA), Public Administration, 3.8
Randolph-Macon College 1994 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Federal Reserve Bank of New York March 2012 - Present
Genworth Financial July 2005 - March 2012
Wachovia Securities 1998 - 2005
First Clearing, LLC 1998 - 2005
Skills
Securities, Analysis, Banking, Investments, Project Management, Settlement
Education
Virginia Commonwealth University 2001 — 2003
Master of Public Administration (MPA), Public Administration, 3.8
Randolph-Macon College 1994 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Adam Haynes's Wachovia Securities Experience September 2005 - December 2005
Job Senior Business Analyst, CIEE
Industry Computer Software
Experience
CIEE March 2014 - Present
HP Enterprise Services November 2006 - March 2014
Salzburg Seminar July 2006 - September 2006
Wachovia Securities September 2005 - December 2005
Skills
Business Analysis, Requirements Analysis, Requirements Gathering, SDLC, Business Requirements, Scrum, Project Management, Business Process..., Proposal Support, Third Party Vendor..., Software Project..., Visio, CRM, Enterprise Architecture, Leadership, PMP, Business Intelligence, Business Process, IT Strategy, SharePoint
Education
Saint Michael's College 2002 — 2006
BS, Business Administration
The Umbra Institute 2004 — 2004
Italian Language, Italian History, Photography, International Business
CIEE March 2014 - Present
HP Enterprise Services November 2006 - March 2014
Salzburg Seminar July 2006 - September 2006
Wachovia Securities September 2005 - December 2005
Skills
Business Analysis, Requirements Analysis, Requirements Gathering, SDLC, Business Requirements, Scrum, Project Management, Business Process..., Proposal Support, Third Party Vendor..., Software Project..., Visio, CRM, Enterprise Architecture, Leadership, PMP, Business Intelligence, Business Process, IT Strategy, SharePoint
Education
Saint Michael's College 2002 — 2006
BS, Business Administration
The Umbra Institute 2004 — 2004
Italian Language, Italian History, Photography, International Business
John Hannon, CFA, PMP's Wachovia Securities Experience 2002 - 2007
Job Risk and Finance Management Professional
Industry Banking
Experience
Wells Fargo Wealth Management 2009 - Present
Wachovia 2007 - 2008
Wachovia Securities 2002 - 2007
Wachovia Securities 1995 - 2002
First Charter Bank 1993 - 1995
Deutsche Financial Services Corp. 1991 - 1992
Skills
Financial Analysis, Credit Risk, Financial Risk, Financial Advisory, Operational Risk, Risk Management, Mortgage Banking, Mortgage Lending, Loans, Credit Analysis, Loan Origination, Credit, Underwriting, Banking, Commercial Lending
Education
Roosevelt University 1991 — 1992
MBA, Business
University of Iowa - Henry B. Tippie College of Business 1983 — 1987
BBA, Finance
Wells Fargo Wealth Management 2009 - Present
Wachovia 2007 - 2008
Wachovia Securities 2002 - 2007
Wachovia Securities 1995 - 2002
First Charter Bank 1993 - 1995
Deutsche Financial Services Corp. 1991 - 1992
Skills
Financial Analysis, Credit Risk, Financial Risk, Financial Advisory, Operational Risk, Risk Management, Mortgage Banking, Mortgage Lending, Loans, Credit Analysis, Loan Origination, Credit, Underwriting, Banking, Commercial Lending
Education
Roosevelt University 1991 — 1992
MBA, Business
University of Iowa - Henry B. Tippie College of Business 1983 — 1987
BBA, Finance
Cindi Washington's Wachovia Securities Experience Accounts Payable CoordinatorCarlisle Leasing InternationalMarch 2003 - August 2005
Job Account Administrator at Wachovia Securities
Industry Financial Services
Experience
Wachovia Securities Accounts Payable CoordinatorCarlisle Leasing InternationalMarch 2003 - August 2005
Education
Rockland Community College
Wachovia Securities Accounts Payable CoordinatorCarlisle Leasing InternationalMarch 2003 - August 2005
Education
Rockland Community College
Lenny Klein's Wachovia Securities Experience November 2005 - July 2007
Job Network Engineer at Wachovia Securities Financial Network
Industry Telecommunications
Experience
Wells Fargo 2007 - Present
Wachovia Securities November 2005 - July 2007
Wachovia Securities February 2001 - October 2005
First Union National Bank June 1999 - January 2001
Citigroup January 1995 - April 1999
IDT September 1996 - January 1997
Skills
System Administration, Unix, Disaster Recovery, SharePoint, Networking, Data Center, Team Leadership, Visio, Cisco IOS, Solaris, Security, Network Engineering, Network Administration, Active Directory, Network Security, ITIL, Enterprise Architecture, Vendor Management, Business Continuity, Integration, Process Improvement, IT Operations, Network Architecture, SDLC, Program Management, Cisco Technologies, Firewalls
Education
Chubb Institute 1996 — 1996
Computer Sciance, Computer Sciance
Saint Peter's University 1994 — 1995
Associate, Political science
Wells Fargo 2007 - Present
Wachovia Securities November 2005 - July 2007
Wachovia Securities February 2001 - October 2005
First Union National Bank June 1999 - January 2001
Citigroup January 1995 - April 1999
IDT September 1996 - January 1997
Skills
System Administration, Unix, Disaster Recovery, SharePoint, Networking, Data Center, Team Leadership, Visio, Cisco IOS, Solaris, Security, Network Engineering, Network Administration, Active Directory, Network Security, ITIL, Enterprise Architecture, Vendor Management, Business Continuity, Integration, Process Improvement, IT Operations, Network Architecture, SDLC, Program Management, Cisco Technologies, Firewalls
Education
Chubb Institute 1996 — 1996
Computer Sciance, Computer Sciance
Saint Peter's University 1994 — 1995
Associate, Political science
Marvin Anderson's Wachovia Securities Experience October 2007 - July 2008
Job Vice President at JP Morgan
Industry Banking
Experience
JP Morgan Chase, Private Banking May 2014 - Present
Stern Brothers August 2008 - April 2014
Wachovia Securities October 2007 - July 2008
A.G. Edwards & Sons, Inc. July 1993 - October 2007
AG Edwards 1993 - 2007
Skills
Financial Advisory, Investment Banking, Bonds, Financial Modeling, Capital Markets, Project Finance, Investments, Securities, Risk Management, Financial Analysis, Alternative Investments, Due Diligence, Corporate Finance, Fixed Income, Equities, Banking, Series 7, Valuation, Finance, Financial Structuring, Portfolio Management, Structured Finance, Bloomberg, Trading, Private Equity, Series 63, Private Placements, Hedge Funds, Mergers & Acquisitions, Credit Analysis, Mutual Funds, Credit, Asset Management, Investment Advisory, Asset Allocation, Investment Strategies, Wealth Management, Investment Management, Structured Products, FINRA, Securitization, Series 24, Financial Markets, Investor Relations, Equity Research, Derivatives, Municipal Bonds, Emerging Markets, ETFs, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 1987 — 1990
MBA & MPP
Rockhurst University 1983 — 1987
BSBA, Finance/Econ
JP Morgan Chase, Private Banking May 2014 - Present
Stern Brothers August 2008 - April 2014
Wachovia Securities October 2007 - July 2008
A.G. Edwards & Sons, Inc. July 1993 - October 2007
AG Edwards 1993 - 2007
Skills
Financial Advisory, Investment Banking, Bonds, Financial Modeling, Capital Markets, Project Finance, Investments, Securities, Risk Management, Financial Analysis, Alternative Investments, Due Diligence, Corporate Finance, Fixed Income, Equities, Banking, Series 7, Valuation, Finance, Financial Structuring, Portfolio Management, Structured Finance, Bloomberg, Trading, Private Equity, Series 63, Private Placements, Hedge Funds, Mergers & Acquisitions, Credit Analysis, Mutual Funds, Credit, Asset Management, Investment Advisory, Asset Allocation, Investment Strategies, Wealth Management, Investment Management, Structured Products, FINRA, Securitization, Series 24, Financial Markets, Investor Relations, Equity Research, Derivatives, Municipal Bonds, Emerging Markets, ETFs, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 1987 — 1990
MBA & MPP
Rockhurst University 1983 — 1987
BSBA, Finance/Econ
Joan Hopkinson's Wachovia Securities Experience 2008 - 2009
Job Vice President, InfoMax Content Coordinator at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2008 - Present
Wachovia Securities Financial Network 2008 - 2009
Wachovia Securities 2008 - 2009
Skills
Business Analysis, Financial Services, Securities
Education
Duke University
Saint Louis University
Management Informational Services
Wells Fargo Advisors, LLC 2008 - Present
Wachovia Securities Financial Network 2008 - 2009
Wachovia Securities 2008 - 2009
Skills
Business Analysis, Financial Services, Securities
Education
Duke University
Saint Louis University
Management Informational Services
Beth Chassereau's Wachovia Securities Experience June 2005 - April 2009
Job Portfolio Operations Associate & Advisor Support
Industry Financial Services
Experience
Wealthcare Capital Management April 2015 - Present
Adhesion Wealth Advisor Solutions November 2011 - April 2015
Mary Kay Inc. October 2003 - January 2015
Vemma Nutrition October 2010 - October 2013
Linden Thomas & Company, a Wells Fargo Advisors Financial Network March 2010 - October 2011
Wells Fargo Advisors, LLC June 2009 - December 2009
Wachovia Securities, LLC February 2008 - April 2009
Wachovia Corporation February 2008 - April 2009
Wachovia Securities June 2005 - April 2009
Wachovia Securities, LLC June 2005 - July 2007
Skills
Tax Reporting, Securities, Mutual Funds, Investments, Wealth Management, Financial Services, Asset Managment, Retirement Planning, Banking, Financial Analysis, Bonds, Insurance, Equities, Microsoft Excel, Accounting, Portfolio Management
Education
Radford University 1992 — 1996
Bachelor of Science Degree, Business Administration; Finance
Radford University - College of Business and Economics 1992 — 1996
Finance, Finance
Mills E. Godwin High School 1988 — 1992
Math
Wealthcare Capital Management April 2015 - Present
Adhesion Wealth Advisor Solutions November 2011 - April 2015
Mary Kay Inc. October 2003 - January 2015
Vemma Nutrition October 2010 - October 2013
Linden Thomas & Company, a Wells Fargo Advisors Financial Network March 2010 - October 2011
Wells Fargo Advisors, LLC June 2009 - December 2009
Wachovia Securities, LLC February 2008 - April 2009
Wachovia Corporation February 2008 - April 2009
Wachovia Securities June 2005 - April 2009
Wachovia Securities, LLC June 2005 - July 2007
Skills
Tax Reporting, Securities, Mutual Funds, Investments, Wealth Management, Financial Services, Asset Managment, Retirement Planning, Banking, Financial Analysis, Bonds, Insurance, Equities, Microsoft Excel, Accounting, Portfolio Management
Education
Radford University 1992 — 1996
Bachelor of Science Degree, Business Administration; Finance
Radford University - College of Business and Economics 1992 — 1996
Finance, Finance
Mills E. Godwin High School 1988 — 1992
Math
Amy Swartz, PMP's Wachovia Securities Experience 2002 - 2008
Job Relationship Manager at FR Information Technology
Industry Information Technology and Services
Experience
FR Information Technology March 2010 - Present
Apex Systems, Inc. June 2009 - January 2011
Genworth Financial April 2008 - February 2009
Wachovia Securities 2002 - 2008
Wachovia Securities October 2000 - August 2002
Education
Radford University 1988 — 1994
Bachelor of Science, English
FR Information Technology March 2010 - Present
Apex Systems, Inc. June 2009 - January 2011
Genworth Financial April 2008 - February 2009
Wachovia Securities 2002 - 2008
Wachovia Securities October 2000 - August 2002
Education
Radford University 1988 — 1994
Bachelor of Science, English
Richard Eudy's Wachovia Securities Experience 2002 - Present
Job Vice President at Wachovia
Industry Banking
Experience
Wells Fargo February 2002 - Present
Wachovia Securities 2002 - Present
Wachovia Bank 2002 - Present
Bank of America June 1994 - February 2002
The Hearst Corporation June 1992 - May 1994
JPMorgan May 1989 - November 1990
Sea-Land Corporation October 1979 - April 1989
McGladrey & Pullen, CPAs June 1977 - September 1979
Education
Queens University of Charlotte 1994 — 1996
MBA, Master of Business Administration - Finance
Wake Forest University 1973 — 1977
BS, Accounting
Wells Fargo February 2002 - Present
Wachovia Securities 2002 - Present
Wachovia Bank 2002 - Present
Bank of America June 1994 - February 2002
The Hearst Corporation June 1992 - May 1994
JPMorgan May 1989 - November 1990
Sea-Land Corporation October 1979 - April 1989
McGladrey & Pullen, CPAs June 1977 - September 1979
Education
Queens University of Charlotte 1994 — 1996
MBA, Master of Business Administration - Finance
Wake Forest University 1973 — 1977
BS, Accounting
Missy Strauss's Wachovia Securities Experience 2007 - Present
Job Accounting Professional
Industry Accounting
Experience
Wachovia Securities 2007 - Present
james river petroleum 2005 - 2007
mckesson 1994 - 2005
Education
Radford University 1980 — 1984
Business
Wachovia Securities 2007 - Present
james river petroleum 2005 - 2007
mckesson 1994 - 2005
Education
Radford University 1980 — 1984
Business
Nicole Brown's Wachovia Securities Experience January 2006 - December 2007
Job Security & Compliance Manager at Fusion Company
Industry Insurance
Experience
Fusion Company August 2014 - Present
Fusion Company March 2013 - August 2014
Fusion Company May 2011 - March 2013
Allianz Global Assistance December 2007 - May 2011
Wachovia Securities January 2006 - December 2007
Wachovia Securities June 2004 - January 2006
Established Brands Inc. / Compass Marketing February 2002 - April 2004
Snagajob July 2001 - December 2001
Circuit City November 1999 - July 2001
Enterprise Rent-A-Car August 1998 - November 1999
Skills
ITIL v3 Foundations..., Process Improvement, IT Management, ITIL, Visio, Business Analysis, Vendor Management, SharePoint, Agile Methodologies, Business Process..., SDLC, Software Documentation, Requirements Analysis, Business Intelligence, Requirements Gathering
Education
Radford University 1994 — 1998
BBA, Marketing
Fusion Company August 2014 - Present
Fusion Company March 2013 - August 2014
Fusion Company May 2011 - March 2013
Allianz Global Assistance December 2007 - May 2011
Wachovia Securities January 2006 - December 2007
Wachovia Securities June 2004 - January 2006
Established Brands Inc. / Compass Marketing February 2002 - April 2004
Snagajob July 2001 - December 2001
Circuit City November 1999 - July 2001
Enterprise Rent-A-Car August 1998 - November 1999
Skills
ITIL v3 Foundations..., Process Improvement, IT Management, ITIL, Visio, Business Analysis, Vendor Management, SharePoint, Agile Methodologies, Business Process..., SDLC, Software Documentation, Requirements Analysis, Business Intelligence, Requirements Gathering
Education
Radford University 1994 — 1998
BBA, Marketing
REVISSON BONFIM's Wachovia Securities Experience 2004 - 2007
Job Global Emerging Markets Corporate Desk Analysis.
Industry Capital Markets
Experience
Sterne Agee December 2013 - Present
Espirito Santo Investment Bank May 2012 - December 2013
Roc Global Securities, LLC 2011 - 2012
ING Financial Servis August 2010 - April 2011
Miller Tabak Roberts Securities, LLC July 2008 - August 2010
Fitch Ratings 2007 - 2008
Wachovia Securities 2004 - 2007
GE Capital 1999 - 2004
Education
The University of Connecticut 2001 — 2004
MBA, FINANCE
Sacred Heart University
BA, FINANCE & INTERNATIONAL BUSINESS
Sterne Agee December 2013 - Present
Espirito Santo Investment Bank May 2012 - December 2013
Roc Global Securities, LLC 2011 - 2012
ING Financial Servis August 2010 - April 2011
Miller Tabak Roberts Securities, LLC July 2008 - August 2010
Fitch Ratings 2007 - 2008
Wachovia Securities 2004 - 2007
GE Capital 1999 - 2004
Education
The University of Connecticut 2001 — 2004
MBA, FINANCE
Sacred Heart University
BA, FINANCE & INTERNATIONAL BUSINESS
Harold McGriff's Wachovia Securities Experience March 2008 - February 2009
Job Financial Services Professional
Industry Financial Services
Experience
Wachovia securities March 2008 - February 2009
J P Morgan Chase December 2005 - July 2007
Fayez Sarofim & Co. January 2005 - December 2005
Skills
Trade Settlement, Income Processing, Corporate Actions, User Acceptance Testing, Procedure Review, Settlement, Securities, Equities, Financial Services, Fixed Income, Funding, Back Office
Education
Roosevelt University
BA, Economics
Wachovia securities March 2008 - February 2009
J P Morgan Chase December 2005 - July 2007
Fayez Sarofim & Co. January 2005 - December 2005
Skills
Trade Settlement, Income Processing, Corporate Actions, User Acceptance Testing, Procedure Review, Settlement, Securities, Equities, Financial Services, Fixed Income, Funding, Back Office
Education
Roosevelt University
BA, Economics
Dave. Hall's Wachovia Securities Experience 2000 - 2008
Job
Industry Banking
Experience
First Midwest Bank January 2008 - Present
Wachovia Securities 2000 - 2008
Heitman Financial 1997 - 2000
Skills
Loans, Commercial Lending, Real Estate, Commercial Mortgages, Loan Origination, Real Estate Development, Real Estate Financing, Real Estate Economics
Education
Rollins College 1978 — 1983
MBA, Marketing & Finance
Rollins College - Crummer Graduate School of Business
First Midwest Bank January 2008 - Present
Wachovia Securities 2000 - 2008
Heitman Financial 1997 - 2000
Skills
Loans, Commercial Lending, Real Estate, Commercial Mortgages, Loan Origination, Real Estate Development, Real Estate Financing, Real Estate Economics
Education
Rollins College 1978 — 1983
MBA, Marketing & Finance
Rollins College - Crummer Graduate School of Business
Joe Valente's Wachovia Securities Experience March 2004 - July 2007
Job Business Process Manager Reporting and Analytics at Macy's
Industry Retail
Experience
Macy's October 2014 - Present
Macy's June 2013 - September 2014
Macy's Department Stores January 2011 - June 2013
NEXA Capital Partners LLC August 2009 - December 2010
Self Employed July 2007 - October 2009
Wachovia Securities March 2004 - July 2007
Wachovia Securities February 2003 - March 2004
Banana Republic October 2001 - February 2003
Wachovia Securities April 2000 - September 2001
Grice Financial Group September 1998 - April 2000
Skills
Microsoft-Certified:..., Executive Reporting, Analytics, Forecasting, Retail, PowerPoint, Access, Aviation, Mortgage Servicing, Investments, Program Management, Management, Finance, Project Planning
Education
Queens University of Charlotte 1995 — 1999
BA, Finance, Management, Marketing
Macy's October 2014 - Present
Macy's June 2013 - September 2014
Macy's Department Stores January 2011 - June 2013
NEXA Capital Partners LLC August 2009 - December 2010
Self Employed July 2007 - October 2009
Wachovia Securities March 2004 - July 2007
Wachovia Securities February 2003 - March 2004
Banana Republic October 2001 - February 2003
Wachovia Securities April 2000 - September 2001
Grice Financial Group September 1998 - April 2000
Skills
Microsoft-Certified:..., Executive Reporting, Analytics, Forecasting, Retail, PowerPoint, Access, Aviation, Mortgage Servicing, Investments, Program Management, Management, Finance, Project Planning
Education
Queens University of Charlotte 1995 — 1999
BA, Finance, Management, Marketing
Hill Alesia's Wachovia Securities Experience January 2007 - July 2007
Job Senior Communication Specialist, Fresh Merchandising at Food Lion, LLC
Industry Consumer Goods
Experience
Food Lion, LLC October 2011 - Present
Food Lion, a subsidary of Delhaize America October 2010 - September 2011
Food Lion, a subsidary of Delhaize America August 2008 - September 2010
Food Lion, a subsidary of Delhaize America September 2007 - August 2008
Wachovia Securities January 2007 - July 2007
Wachovia Bank March 2006 - December 2006
Skills
Merchandising, Consumer Products, Forecasting, Retail, Inventory Management, Pricing, Competitive Analysis, Marketing Strategy, Grocery, Trade Marketing, Microsoft Excel, Cross-functional Team...
Education
Rowan-Cabarrus Community College
Business & Math
Food Lion, LLC October 2011 - Present
Food Lion, a subsidary of Delhaize America October 2010 - September 2011
Food Lion, a subsidary of Delhaize America August 2008 - September 2010
Food Lion, a subsidary of Delhaize America September 2007 - August 2008
Wachovia Securities January 2007 - July 2007
Wachovia Bank March 2006 - December 2006
Skills
Merchandising, Consumer Products, Forecasting, Retail, Inventory Management, Pricing, Competitive Analysis, Marketing Strategy, Grocery, Trade Marketing, Microsoft Excel, Cross-functional Team...
Education
Rowan-Cabarrus Community College
Business & Math
Bryan Dein's Wachovia Securities Experience July 2003 - January 2009
Job Vice PresidentWealth Management
Industry Financial Services
Experience
UBS Financial Services January 2009 - Present
Wachovia Securities July 2003 - January 2009
Morgan Stanley May 1999 - July 2003
Education
Rutgers University
Bachelor's degree, Finance
UBS Financial Services January 2009 - Present
Wachovia Securities July 2003 - January 2009
Morgan Stanley May 1999 - July 2003
Education
Rutgers University
Bachelor's degree, Finance
Shea Chaffee's Wachovia Securities Experience 2003 - 2004
Job Actuarial Analyst at Philadelphia Insurance Companies
Industry Insurance
Experience
Philadelphia Insurance Companies June 2011 - Present
Make-A-Wish Foundation 2010 - Present
Salon Moxi 2009 - 2011
Wachovia Securities 2003 - 2004
Education
Queens University of Charlotte 2004 — 2008
BA, Mathematics, Mass Communication
Philadelphia Insurance Companies June 2011 - Present
Make-A-Wish Foundation 2010 - Present
Salon Moxi 2009 - 2011
Wachovia Securities 2003 - 2004
Education
Queens University of Charlotte 2004 — 2008
BA, Mathematics, Mass Communication
Ed Soccorso's Wachovia Securities Experience June 1999 - April 2003
Job Chief Strategy Officer at First Bank
Industry Banking
Experience
First Bank August 2012 - Present
Piedmont Investment Advisors April 2009 - August 2012
Four Corners Capital Management April 2005 - December 2008
The Blackstone Group April 2003 - April 2005
Wachovia Securities June 1999 - April 2003
Skills
Microsoft Excel, Microsoft Office, Asset Management, Financial Services, Risk Management, Investments, Financial Analysis, Hedge Funds, Capital Markets, Finance, Portfolio Management, Equities, Private Equity, Credit, Due Diligence, Financial Modeling
Education
Wake Forest University School of Business 1997 — 1999
Master of Business Administration (M.B.A.)
Shepherd University 1990 — 1994
Bachelor of Science (B.S.), Economics
First Bank August 2012 - Present
Piedmont Investment Advisors April 2009 - August 2012
Four Corners Capital Management April 2005 - December 2008
The Blackstone Group April 2003 - April 2005
Wachovia Securities June 1999 - April 2003
Skills
Microsoft Excel, Microsoft Office, Asset Management, Financial Services, Risk Management, Investments, Financial Analysis, Hedge Funds, Capital Markets, Finance, Portfolio Management, Equities, Private Equity, Credit, Due Diligence, Financial Modeling
Education
Wake Forest University School of Business 1997 — 1999
Master of Business Administration (M.B.A.)
Shepherd University 1990 — 1994
Bachelor of Science (B.S.), Economics
Daniel McNamara's Wachovia Securities Experience February 1994 - September 2001
Job President, Financial Advice & Solutions Group at USAA
Industry Financial Services
Experience
USAA March 2013 - Present
USAA October 2009 - Present
Bank of America September 2001 - March 2009
Wachovia Securities February 1994 - September 2001
Kidder Peabody October 1989 - February 1994
Skills
Securities, Mutual Funds, Alternative Investments, Investment Advisory, Asset Managment, Wealth Management, Series 7, Series 24, Investments, Investment Strategies, Series 63, Portfolio Management, Asset Allocation, Tactical Asset..., Retirement, Investment Management, Fixed Annuities, Retirement Planning, Due Diligence, Financial Services, Hedge Funds, Wealth Management..., Separately Managed..., 401k, Banking, Asset Management, Bonds, Bloomberg, Capital Markets, Equities, ETFs, Estate Planning, Executive Management, FINRA, Finance, Financial Advisory, Financial Markets, Fixed Income, High Net Worth..., IRAs, Options, Life Insurance, Private Banking, Product Development, Relationship Management, Series 6, Series 65, Strategic Financial..., Team Building, Team Leadership
Education
Rutgers University 1984 — 1988
Bachelor of Science (BS), Economics
USAA March 2013 - Present
USAA October 2009 - Present
Bank of America September 2001 - March 2009
Wachovia Securities February 1994 - September 2001
Kidder Peabody October 1989 - February 1994
Skills
Securities, Mutual Funds, Alternative Investments, Investment Advisory, Asset Managment, Wealth Management, Series 7, Series 24, Investments, Investment Strategies, Series 63, Portfolio Management, Asset Allocation, Tactical Asset..., Retirement, Investment Management, Fixed Annuities, Retirement Planning, Due Diligence, Financial Services, Hedge Funds, Wealth Management..., Separately Managed..., 401k, Banking, Asset Management, Bonds, Bloomberg, Capital Markets, Equities, ETFs, Estate Planning, Executive Management, FINRA, Finance, Financial Advisory, Financial Markets, Fixed Income, High Net Worth..., IRAs, Options, Life Insurance, Private Banking, Product Development, Relationship Management, Series 6, Series 65, Strategic Financial..., Team Building, Team Leadership
Education
Rutgers University 1984 — 1988
Bachelor of Science (BS), Economics
Cara Paquette's Wachovia Securities Experience July 2007 - June 2008
Job Business Development Associate at ING Investment Management
Industry Investment Management
Experience
ING Investment Management May 2011 - Present
ING Investment Management September 2009 - May 2011
Chittenden Bank October 2008 - June 2009
Wachovia Securities July 2007 - June 2008
Morgan Stanley July 2005 - June 2007
Gabelli School of Business Student Investment Management Fund January 2005 - May 2005
Education
Roger Williams University 2001 — 2005
Bachelor of Science, Business Management
ING Investment Management May 2011 - Present
ING Investment Management September 2009 - May 2011
Chittenden Bank October 2008 - June 2009
Wachovia Securities July 2007 - June 2008
Morgan Stanley July 2005 - June 2007
Gabelli School of Business Student Investment Management Fund January 2005 - May 2005
Education
Roger Williams University 2001 — 2005
Bachelor of Science, Business Management
David Morson's Wachovia Securities Experience May 2005 - August 2005
Job Operations Supervisor at Seaonus
Industry Packaging and Containers
Experience
Seaonus August 2012 - Present
Freshpoint May 2012 - August 2012
Southeastern Paper Group September 2009 - May 2012
Lender Processing Services, Inc. (LPS) March 2010 - April 2011
Touring and Tasting January 2009 - August 2009
Council on Alcoholism and Drug Abuse August 2007 - August 2008
Council on Alcoholism and Drug Abuse February 2006 - August 2007
University of California Santa Barbara, Transportation Services October 2005 - February 2006
Mental Health Services Access Team, County of August 2005 - October 2005
Wachovia Securities May 2005 - August 2005
Skills
Outlook, Management, Customer Service, Leadership, Inventory Control, Warehousing, Microsoft Excel, Recruiting, Process Scheduler, Microsoft Word, Shipping, CRM, Time Management, Software Documentation, Inventory Management, Transportation, Accounting, Supply Chain, Invoicing, Forklift Operator, Operations Management
Education
University of North Florida 2011 — 2012
Certifcation in Transportation and Logistics, Transportation and Logistics, Certification
Sacred Heart University 2001 — 2005
Bachelor of Arts and Sciences, Psychology
Seaonus August 2012 - Present
Freshpoint May 2012 - August 2012
Southeastern Paper Group September 2009 - May 2012
Lender Processing Services, Inc. (LPS) March 2010 - April 2011
Touring and Tasting January 2009 - August 2009
Council on Alcoholism and Drug Abuse August 2007 - August 2008
Council on Alcoholism and Drug Abuse February 2006 - August 2007
University of California Santa Barbara, Transportation Services October 2005 - February 2006
Mental Health Services Access Team, County of August 2005 - October 2005
Wachovia Securities May 2005 - August 2005
Skills
Outlook, Management, Customer Service, Leadership, Inventory Control, Warehousing, Microsoft Excel, Recruiting, Process Scheduler, Microsoft Word, Shipping, CRM, Time Management, Software Documentation, Inventory Management, Transportation, Accounting, Supply Chain, Invoicing, Forklift Operator, Operations Management
Education
University of North Florida 2011 — 2012
Certifcation in Transportation and Logistics, Transportation and Logistics, Certification
Sacred Heart University 2001 — 2005
Bachelor of Arts and Sciences, Psychology
Erin Wilson, CAMS's Wachovia Securities Experience August 2006 - October 2008
Job Senior AML Analyst at Citibank
Industry Banking
Experience
Citibank March 2011 - Present
Citibank March 2011 - Present
Capital One October 2008 - March 2011
Wells Fargo August 2006 - October 2008
Wachovia Securities August 2006 - October 2008
Wachovia Securities August 2006 - October 2008
Wachovia Securities April 2007 - April 2008
Wachovia Securities August 2006 - April 2007
Williamson & Lavecchia, LLC December 2005 - April 2006
Ukrop’s Supermarkets October 2003 - January 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching
Education
Rasmussen College-Florida 2013 — 2014
Business Management
Independence University 2012 — 2012
Deep Run High School
Everest University
Business Administration; Pre-Nursing
Citibank March 2011 - Present
Citibank March 2011 - Present
Capital One October 2008 - March 2011
Wells Fargo August 2006 - October 2008
Wachovia Securities August 2006 - October 2008
Wachovia Securities August 2006 - October 2008
Wachovia Securities April 2007 - April 2008
Wachovia Securities August 2006 - April 2007
Williamson & Lavecchia, LLC December 2005 - April 2006
Ukrop’s Supermarkets October 2003 - January 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching
Education
Rasmussen College-Florida 2013 — 2014
Business Management
Independence University 2012 — 2012
Deep Run High School
Everest University
Business Administration; Pre-Nursing
Alex Debelak's Wachovia Securities Experience July 2003 - August 2004
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2004 - Present
Wachovia Securities July 2003 - August 2004
Prudential Financial December 2000 - June 2003
Prudential Financial December 1995 - November 2000
Prudential Financial April 1990 - December 1995
Citi May 1989 - March 1990
Drexel Burnham Lambert June 1986 - June 1989
Education
Seton Hall University 1982 — 1986
Bachelor of Science (BS), Business Management and Industrial Relations
Morgan Stanley August 2004 - Present
Wachovia Securities July 2003 - August 2004
Prudential Financial December 2000 - June 2003
Prudential Financial December 1995 - November 2000
Prudential Financial April 1990 - December 1995
Citi May 1989 - March 1990
Drexel Burnham Lambert June 1986 - June 1989
Education
Seton Hall University 1982 — 1986
Bachelor of Science (BS), Business Management and Industrial Relations
James Mothershead's Wachovia Securities Experience 2003 - 2008
Job None
Industry Writing and Editing
Experience
Wells Fargo Advisors 2008 - 2012
Wachovia Securities 2003 - 2008
SunTrust Bank 2001 - 2003
GE Capital Brokerage Corp September 1998 - January 2001
GE Financial Assurance December 1997 - September 1998
Virginia Economic Development Partnership March 1997 - September 1997
Lockheed Martin January 1996 - November 1996
Skills
Fundraising, Animal Welfare, Digital Photography, Copy Editing, Proofreading, Creative Writing, Financial Analysis, Non-profit...
Education
Strayer University (VA) 2006 — 2009
Master of Business Administration (M.B.A.), Finance, 3.9
Mary Washington College 1993 — 1995
Bachelor's degree, Business Administration
Rappahannock Community College 1991 — 1993
Associate's degree, Business Administration
Wells Fargo Advisors 2008 - 2012
Wachovia Securities 2003 - 2008
SunTrust Bank 2001 - 2003
GE Capital Brokerage Corp September 1998 - January 2001
GE Financial Assurance December 1997 - September 1998
Virginia Economic Development Partnership March 1997 - September 1997
Lockheed Martin January 1996 - November 1996
Skills
Fundraising, Animal Welfare, Digital Photography, Copy Editing, Proofreading, Creative Writing, Financial Analysis, Non-profit...
Education
Strayer University (VA) 2006 — 2009
Master of Business Administration (M.B.A.), Finance, 3.9
Mary Washington College 1993 — 1995
Bachelor's degree, Business Administration
Rappahannock Community College 1991 — 1993
Associate's degree, Business Administration
Kevin Logan, CFP®'s Wachovia Securities Experience 2003 - 2005
Job Senior Vice President of Investments at The Mutual Fund Store
Industry Investment Management
Experience
The Mutual Fund Store March 2015 - Present
SHCapital Management, LLC January 2011 - December 2014
HSBC Securities 2007 - 2011
Bank of America 2005 - 2007
Wachovia Securities 2003 - 2005
Quick & Reilly 1998 - 2002
Skills
Investment Management, Wealth Management, Employer Sponsored..., Technical Analysis, Fundamental Analysis, Equity Trading, Fixed Income Analysis, Futures Trading, Options Strategies, Certified Financial..., Pensions, Financial Advisory, Investment Advisory, Investment Strategies
Education
Saint Bonaventure University 1994 — 1998
Bachelor of Business Administration (BBA), Marketing
The American College 2012 — 2013
Financial Planning, Certfied Financial Planning, 3.3
The Mutual Fund Store March 2015 - Present
SHCapital Management, LLC January 2011 - December 2014
HSBC Securities 2007 - 2011
Bank of America 2005 - 2007
Wachovia Securities 2003 - 2005
Quick & Reilly 1998 - 2002
Skills
Investment Management, Wealth Management, Employer Sponsored..., Technical Analysis, Fundamental Analysis, Equity Trading, Fixed Income Analysis, Futures Trading, Options Strategies, Certified Financial..., Pensions, Financial Advisory, Investment Advisory, Investment Strategies
Education
Saint Bonaventure University 1994 — 1998
Bachelor of Business Administration (BBA), Marketing
The American College 2012 — 2013
Financial Planning, Certfied Financial Planning, 3.3
Merrill Lynch
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank