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
Davison Nutt Davison Nutt's Wachovia Securities Experience January 2007 - December 2007
Job Director of Key Accounts at Moody Securities
Industry Real Estate
Experience
Moody Securities April 2013 - Present
Moody Securities March 2008 - Present
Cougar Investment Fund, LLC January 2012 - August 2012
Cougar Investment Fund, LLC August 2011 - August 2012
Wachovia Securities January 2007 - December 2007
Skills
Budgets, Mortgage Lending, Financial Analysis, Investments, Customer Service, Valuation, Portfolio Management, Mutual Funds, Asset Management, Series 7, Asset Managment, Real Estate, Due Diligence, Financial Modeling, Finance, Management, Marketing, Securities, Series 63, Loans, Sales, Investment Properties, Alternative Investments, Real Estate Transactions, Insurance, Brokerage, Property Management, Real Estate Economics, Reasoning Skills, Logical Thinker
Education
Texas A&M University
Bachelor of Science
University of Houston 2010 — 2013
Masters of Business Administration, Finance, 3.9 GPA
Moody Securities April 2013 - Present
Moody Securities March 2008 - Present
Cougar Investment Fund, LLC January 2012 - August 2012
Cougar Investment Fund, LLC August 2011 - August 2012
Wachovia Securities January 2007 - December 2007
Skills
Budgets, Mortgage Lending, Financial Analysis, Investments, Customer Service, Valuation, Portfolio Management, Mutual Funds, Asset Management, Series 7, Asset Managment, Real Estate, Due Diligence, Financial Modeling, Finance, Management, Marketing, Securities, Series 63, Loans, Sales, Investment Properties, Alternative Investments, Real Estate Transactions, Insurance, Brokerage, Property Management, Real Estate Economics, Reasoning Skills, Logical Thinker
Education
Texas A&M University
Bachelor of Science
University of Houston 2010 — 2013
Masters of Business Administration, Finance, 3.9 GPA
Chad Potter, CFA Chad Potter, CFA's Wachovia Securities Experience March 2004 - March 2006
Job Client Portfolio Manager / Research Analyst at OFI SteelPath
Industry Financial Services
Experience
OFI SteelPath February 2014 - Present
TransAtlantic Petroleum Ltd. September 2011 - May 2013
RBC Capital Markets July 2010 - September 2011
RBC Capital Markets July 2006 - July 2010
WaterStreet Investment Consultants April 2006 - June 2006
Wachovia Securities March 2004 - March 2006
Wachovia Securities November 1998 - March 2004
Allion Healthcare October 1994 - January 1999
Skills
Equities, Financial Modeling, Investor Relations, Equity Research, Valuation, Hedge Funds, Bloomberg, Due Diligence, Investment Management, Risk Management, Finance, Investments, Commodity, Equity Valuation, Financial Analysis, Natural Gas, Capital Markets, Asset Allocation, Mutual Funds, Financial Services, Wealth Management, ETFs, Asset Management, Series 7, Financial Markets, Series 63, Securities, Global Investment, International Investment, Business Development, Value Investing, Growth Investing, Chartered Financial...
Education
Texas State University 1996 — 1999
BBA, Finance
Clear Lake High School 1990 — 1994
OFI SteelPath February 2014 - Present
TransAtlantic Petroleum Ltd. September 2011 - May 2013
RBC Capital Markets July 2010 - September 2011
RBC Capital Markets July 2006 - July 2010
WaterStreet Investment Consultants April 2006 - June 2006
Wachovia Securities March 2004 - March 2006
Wachovia Securities November 1998 - March 2004
Allion Healthcare October 1994 - January 1999
Skills
Equities, Financial Modeling, Investor Relations, Equity Research, Valuation, Hedge Funds, Bloomberg, Due Diligence, Investment Management, Risk Management, Finance, Investments, Commodity, Equity Valuation, Financial Analysis, Natural Gas, Capital Markets, Asset Allocation, Mutual Funds, Financial Services, Wealth Management, ETFs, Asset Management, Series 7, Financial Markets, Series 63, Securities, Global Investment, International Investment, Business Development, Value Investing, Growth Investing, Chartered Financial...
Education
Texas State University 1996 — 1999
BBA, Finance
Clear Lake High School 1990 — 1994
Klay Beavert, CPA Klay Beavert, CPA's Wachovia Securities Experience November 1999 - December 2001
Job Tax Partner at Carrell and Company, LLC
Industry Accounting
Experience
Carrell and Company, LLC January 2014 - Present
Wingspan Portfolio Advisors April 2013 - January 2014
Empire Petroleum Partners (fka Quik Way Group) April 2008 - December 2012
1st Global October 2005 - February 2008
Hill Development August 2002 - October 2005
AXA Advisors January 2002 - July 2002
Wachovia Securities November 1999 - December 2001
PayVision October 1998 - November 1999
Lane Gorman Trubitt February 1997 - October 1998
Vink Teague August 1995 - February 1997
Skills
Internal Controls, Cash Management, Budgets, Cash Flow, Accounting System, Income Statement, Account Management, Strategic Financial..., Financial Analysis, Financial Reporting, Series 7, Accounting, Financial Accounting, Investments, Insurance, Forecasting, Private Equity, Human Resources
Education
Texas Tech University - Rawls College of Business 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Dallas Christian
Carrell and Company, LLC January 2014 - Present
Wingspan Portfolio Advisors April 2013 - January 2014
Empire Petroleum Partners (fka Quik Way Group) April 2008 - December 2012
1st Global October 2005 - February 2008
Hill Development August 2002 - October 2005
AXA Advisors January 2002 - July 2002
Wachovia Securities November 1999 - December 2001
PayVision October 1998 - November 1999
Lane Gorman Trubitt February 1997 - October 1998
Vink Teague August 1995 - February 1997
Skills
Internal Controls, Cash Management, Budgets, Cash Flow, Accounting System, Income Statement, Account Management, Strategic Financial..., Financial Analysis, Financial Reporting, Series 7, Accounting, Financial Accounting, Investments, Insurance, Forecasting, Private Equity, Human Resources
Education
Texas Tech University - Rawls College of Business 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Dallas Christian
Jed Wuellner Jed Wuellner's Wachovia Securities Experience October 2007 - July 2008
Job Senior Program/Project Manager @ Ameren via Technology Partners
Industry Information Technology and Services
Experience
Technology Partners January 2015 - Present
Technology Partners, Inc FBO Express Scripts September 2012 - November 2014
Fulcrum Consulting January 2010 - September 2012
Bunker Hill Community School District February 2009 - January 2010
Wachovia Securities October 2007 - July 2008
A.G. Edwards & Sons, Inc. August 2005 - October 2007
A. G. Edwards October 1992 - August 2005
Skills
Training Delivery, Software Training, Trading, Fixed Income, Financial Analysis, Business Analysis, Risk Management, Strategic Planning, Access, Team Building, SQL, Investments, Visio, Asset Management, Compliance, Excel, Microsoft Office, MS Project, Program Management, Vendor Management, Change Management, Requirements Analysis, Process Improvement, Business Strategy, Word, Business Intelligence, Budgeting, Securities, Team Leadership, Mentoring, Credit Risk, Financial Modeling, Negotiation, Vendor Relations, PowerPoint, Contract Negotiation, Analysis, Bloomberg, Capital Markets, SDLC, Business Process..., Risk, Management Consulting, Data Analysis, Corporate Finance, Team Management, IT Management, SharePoint, IT Strategy, Project Management
Education
Southern Illinois University, Edwardsville 1989 — 1992
Bachelor of Science, Economics
Southern Illinois University, Edwardsville 1989 — 1992
bachelor of science - economics, Economics
Technology Partners January 2015 - Present
Technology Partners, Inc FBO Express Scripts September 2012 - November 2014
Fulcrum Consulting January 2010 - September 2012
Bunker Hill Community School District February 2009 - January 2010
Wachovia Securities October 2007 - July 2008
A.G. Edwards & Sons, Inc. August 2005 - October 2007
A. G. Edwards October 1992 - August 2005
Skills
Training Delivery, Software Training, Trading, Fixed Income, Financial Analysis, Business Analysis, Risk Management, Strategic Planning, Access, Team Building, SQL, Investments, Visio, Asset Management, Compliance, Excel, Microsoft Office, MS Project, Program Management, Vendor Management, Change Management, Requirements Analysis, Process Improvement, Business Strategy, Word, Business Intelligence, Budgeting, Securities, Team Leadership, Mentoring, Credit Risk, Financial Modeling, Negotiation, Vendor Relations, PowerPoint, Contract Negotiation, Analysis, Bloomberg, Capital Markets, SDLC, Business Process..., Risk, Management Consulting, Data Analysis, Corporate Finance, Team Management, IT Management, SharePoint, IT Strategy, Project Management
Education
Southern Illinois University, Edwardsville 1989 — 1992
Bachelor of Science, Economics
Southern Illinois University, Edwardsville 1989 — 1992
bachelor of science - economics, Economics
Mark Franco Mark Franco's Wachovia Securities Experience May 2007 - December 2008
Job Financial Consultant at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co. May 2010 - Present
Wells Fargo Advisors December 2008 - May 2010
Wachovia Securities May 2007 - December 2008
A.G. Edwards September 1995 - May 2007
Skills
Series 7, Series 63, Wealth Management, Investments, Finance, Asset Allocation, Financial Advisory, Financial Planning, Investment Advisory, Portfolio Management, Securities, Financial Services, Alternative Investments, IPO, Stock Market, Fixed Income Strategies, Life Insurance, Cash Management, Retirement Planning, College Funding..., Retirement
Education
North Haven High
Southern Connecticut State University
Finance
Benjamin F. Edwards & Co. May 2010 - Present
Wells Fargo Advisors December 2008 - May 2010
Wachovia Securities May 2007 - December 2008
A.G. Edwards September 1995 - May 2007
Skills
Series 7, Series 63, Wealth Management, Investments, Finance, Asset Allocation, Financial Advisory, Financial Planning, Investment Advisory, Portfolio Management, Securities, Financial Services, Alternative Investments, IPO, Stock Market, Fixed Income Strategies, Life Insurance, Cash Management, Retirement Planning, College Funding..., Retirement
Education
North Haven High
Southern Connecticut State University
Finance
Feza Kikaya Feza Kikaya's Wachovia Securities Experience May 2008 - August 2008
Job J.D. Candidate at University of Maryland Francis King Carey School of Law
Industry International Affairs
Experience
University Research Co., LLC-Center for Human Services November 2012 - July 2015
University Research Co., LLC-Center for Human Services July 2011 - November 2012
Feronia Inc 2010 - 2010
Wachovia Securities May 2008 - August 2008
State Street Bank June 2007 - August 2007
Skills
Technical Writing, Copy Editing, Social Media, Research, Public Speaking, International Relations, Management, Media Relations, French, Qualitative Research, International..., Economics, Nonprofits, Capacity Building, Editing, Grant Writing, Journalism, Press Releases, Strategic Communications, Blogging, Public Relations, Teaching, Higher Education, Policy Analysis, Human Rights, Proposal Writing
Education
University of Maryland Francis King Carey School of Law 2015 — 2018
Doctor of Law (J.D.)
Spelman College 2005 — 2009
B.A., Economics
Universite de Syracuse 2007 — 2007
French, Social Policy, Economics
Université de Fort-de-France 2006 — 2006
French
University Research Co., LLC-Center for Human Services November 2012 - July 2015
University Research Co., LLC-Center for Human Services July 2011 - November 2012
Feronia Inc 2010 - 2010
Wachovia Securities May 2008 - August 2008
State Street Bank June 2007 - August 2007
Skills
Technical Writing, Copy Editing, Social Media, Research, Public Speaking, International Relations, Management, Media Relations, French, Qualitative Research, International..., Economics, Nonprofits, Capacity Building, Editing, Grant Writing, Journalism, Press Releases, Strategic Communications, Blogging, Public Relations, Teaching, Higher Education, Policy Analysis, Human Rights, Proposal Writing
Education
University of Maryland Francis King Carey School of Law 2015 — 2018
Doctor of Law (J.D.)
Spelman College 2005 — 2009
B.A., Economics
Universite de Syracuse 2007 — 2007
French, Social Policy, Economics
Université de Fort-de-France 2006 — 2006
French
Corey CJ Steadman, Jr. Corey CJ Steadman, Jr.'s Wachovia Securities Experience May 2008 - August 2008
Job The Steadman Financial Consulting Group
Industry Financial Services
Experience
UBS Wealth Management January 2013 - Present
Mitt Romney for President September 2012 - December 2012
2012 Republican National Convention February 2012 - September 2012
Newt 2012 December 2011 - February 2012
Pam Bondi for Attorney General May 2010 - August 2010
SMU Athletic Department May 2009 - August 2009
Wachovia Securities May 2008 - August 2008
Camp Rockmont May 2007 - August 2007
Prudential Securities May 2006 - August 2006
Greiner's Fine Men's Clothing 2003 - 2006
Education
Southern Methodist University 2006 — 2010
Bachelor of the Arts, Corporate Communications & Public Affairs
Berkeley Preparatory School
UBS Wealth Management January 2013 - Present
Mitt Romney for President September 2012 - December 2012
2012 Republican National Convention February 2012 - September 2012
Newt 2012 December 2011 - February 2012
Pam Bondi for Attorney General May 2010 - August 2010
SMU Athletic Department May 2009 - August 2009
Wachovia Securities May 2008 - August 2008
Camp Rockmont May 2007 - August 2007
Prudential Securities May 2006 - August 2006
Greiner's Fine Men's Clothing 2003 - 2006
Education
Southern Methodist University 2006 — 2010
Bachelor of the Arts, Corporate Communications & Public Affairs
Berkeley Preparatory School
David Basch David Basch's Wachovia Securities Experience June 2007 - July 2009
Job Senior Financial Analyst at Milhaus
Industry Commercial Real Estate
Experience
Milhaus March 2014 - Present
Children's Bureau, Inc November 2014 - Present
Herman & Kittle Properties, Inc. February 2011 - March 2014
Advocate Commercial Real Estate Advisors June 2009 - December 2009
Wachovia Securities June 2007 - July 2009
Skills
Financial Modeling, Real Estate, Financial Analysis, Microsoft Excel, Valuation, Due Diligence, Real Estate Development, Investments, Real Estate Economics, Financial Reporting, Disposition, Real Estate Transactions, Leases, Property Management, Management, Finance
Education
The Citadel 2003 — 2007
Bachelor of Arts, Accounting and Business/Management
Universitat Pompeu Fabra 2005 — 2005
Zionsville High School 1999 — 2003
Milhaus March 2014 - Present
Children's Bureau, Inc November 2014 - Present
Herman & Kittle Properties, Inc. February 2011 - March 2014
Advocate Commercial Real Estate Advisors June 2009 - December 2009
Wachovia Securities June 2007 - July 2009
Skills
Financial Modeling, Real Estate, Financial Analysis, Microsoft Excel, Valuation, Due Diligence, Real Estate Development, Investments, Real Estate Economics, Financial Reporting, Disposition, Real Estate Transactions, Leases, Property Management, Management, Finance
Education
The Citadel 2003 — 2007
Bachelor of Arts, Accounting and Business/Management
Universitat Pompeu Fabra 2005 — 2005
Zionsville High School 1999 — 2003
Josias Mondesir Josias Mondesir's Wachovia Securities Experience October 2007 - June 2009
Job Customer Care Representative at MercedesBenz USA
Industry Automotive
Experience
Mercedes-Benz USA 2009 - Present
Chase September 2009 - September 2011
Wachovia Securities October 2007 - June 2009
Wachovia Securities April 2006 - October 2007
Mastertrader February 2004 - January 2006
Sprint PCS 2000 - 2003
Skills
Sales, Credit, Banking, Loans, Account Management, Real Estate, Customer Service, Microsoft Excel, Training, Customer Satisfaction, Financial Analysis, Retail, Analysis, Process Improvement, Team Building, Marketing, Leadership, Customer Retention, Management, Sales Management, Negotiation, Finance
Education
State University of New York College at Buffalo 1995 — 2000
Bachelor of Science (B.S.), Economics
Mercedes-Benz USA 2009 - Present
Chase September 2009 - September 2011
Wachovia Securities October 2007 - June 2009
Wachovia Securities April 2006 - October 2007
Mastertrader February 2004 - January 2006
Sprint PCS 2000 - 2003
Skills
Sales, Credit, Banking, Loans, Account Management, Real Estate, Customer Service, Microsoft Excel, Training, Customer Satisfaction, Financial Analysis, Retail, Analysis, Process Improvement, Team Building, Marketing, Leadership, Customer Retention, Management, Sales Management, Negotiation, Finance
Education
State University of New York College at Buffalo 1995 — 2000
Bachelor of Science (B.S.), Economics
Mark Ebersold Mark Ebersold's Wachovia Securities Experience May 2006 - April 2008
Job Sr. Pastor at First Baptist Church
Industry Financial Services
Experience
First Baptist Church, Minor Hill, TN January 2015 - Present
Mutual of Omaha August 2012 - February 2015
MetLife April 2008 - February 2010
Wachovia Securities May 2006 - April 2008
Compass Brokerage March 2004 - May 2006
Skills
Estate Planning, Employee Benefits, Finance, Insurance, Health Insurance, Investments, Leadership, Life Insurance, Retirement Planning, Wealth Management
Education
Southwestern Baptist Theological Seminary 1980 — 1983
Master's of Divinity, Communication
Southwest Baptist University
Bachelor of Arts (BA), History
First Baptist Church, Minor Hill, TN January 2015 - Present
Mutual of Omaha August 2012 - February 2015
MetLife April 2008 - February 2010
Wachovia Securities May 2006 - April 2008
Compass Brokerage March 2004 - May 2006
Skills
Estate Planning, Employee Benefits, Finance, Insurance, Health Insurance, Investments, Leadership, Life Insurance, Retirement Planning, Wealth Management
Education
Southwestern Baptist Theological Seminary 1980 — 1983
Master's of Divinity, Communication
Southwest Baptist University
Bachelor of Arts (BA), History
Brian Ferebee Brian Ferebee's Wachovia Securities Experience March 2007 - January 2008
Job Client Manager MullinTBG
Industry Financial Services
Experience
MullinTBG, a Prudential Financial company September 2013 - Present
Aon Hewitt May 2012 - September 2013
Clark Consulting January 2008 - December 2011
Wachovia Securities March 2007 - January 2008
TD Ameritrade May 2006 - March 2007
Skills
Advanced Excel and Word, Mutual Funds, Stocks, Funding, Microsoft Excel, Microsoft Word, IRAs, Options, Series 63, Life Insurance, 401k, Retirement, Investments, Series 7, Insurance, Non-Qualified Deferred..., Defined Benefit, Due Diligence, Mergers
Education
Texas A&M University-Commerce 2013 — 2015
Masters, Accounting
Texas Christian University 1999 — 2007
B.S., Economics
MullinTBG, a Prudential Financial company September 2013 - Present
Aon Hewitt May 2012 - September 2013
Clark Consulting January 2008 - December 2011
Wachovia Securities March 2007 - January 2008
TD Ameritrade May 2006 - March 2007
Skills
Advanced Excel and Word, Mutual Funds, Stocks, Funding, Microsoft Excel, Microsoft Word, IRAs, Options, Series 63, Life Insurance, 401k, Retirement, Investments, Series 7, Insurance, Non-Qualified Deferred..., Defined Benefit, Due Diligence, Mergers
Education
Texas A&M University-Commerce 2013 — 2015
Masters, Accounting
Texas Christian University 1999 — 2007
B.S., Economics
J Mock J Mock's Wachovia Securities Experience 2008 - 2009
Job IT Professional
Industry Financial Services
Experience
TEKsystems 2012 - Present
Wells Fargo Advisors 2009 - 2012
Wells Fargo 2009 - 2012
Strategic Staffing Solutions 2008 - 2009
Wachovia Securities 2008 - 2009
Wachovia Securities 2008 - 2009
Pinnacle 2006 - 2008
Bright House Networks 2003 - 2006
Visual Communications International / Contractor's Publishing Company January 2001 - January 2002
Descartes Systems Group January 1998 - January 2000
Skills
Business Analysis, Project Coordination, Project Planning, Project Implementation, Infrastructure Planning, Infrastructure Projects, System Administration, Operating Systems, Systems Analysis, Requirements Analysis, Infrastructure, IT Management, Software Development
Education
St. Petersburg College 2004 — 2005
Certification, Linux Systems Administration
Mt. Lebanon High School 1981 — 1985
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
St. Petersburg College
TEKsystems 2012 - Present
Wells Fargo Advisors 2009 - 2012
Wells Fargo 2009 - 2012
Strategic Staffing Solutions 2008 - 2009
Wachovia Securities 2008 - 2009
Wachovia Securities 2008 - 2009
Pinnacle 2006 - 2008
Bright House Networks 2003 - 2006
Visual Communications International / Contractor's Publishing Company January 2001 - January 2002
Descartes Systems Group January 1998 - January 2000
Skills
Business Analysis, Project Coordination, Project Planning, Project Implementation, Infrastructure Planning, Infrastructure Projects, System Administration, Operating Systems, Systems Analysis, Requirements Analysis, Infrastructure, IT Management, Software Development
Education
St. Petersburg College 2004 — 2005
Certification, Linux Systems Administration
Mt. Lebanon High School 1981 — 1985
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
St. Petersburg College
Van Le Van Le's Wachovia Securities Experience 2003 - 2004
Job People Business Partner at Palantir Technologies
Industry Computer Software
Experience
Palantir Technologies September 2012 - Present
Palantir Technologies June 2010 - August 2010
Stanford Management Company August 2006 - May 2008
Citigroup August 2004 - July 2006
Wachovia Securities 2003 - 2004
Skills
Leadership Development, Executive Coaching, Feedback Management, Performance Management, Performance Reviews, New Hire Training, Employee Surveys, Onboarding, Valuation, Corporate Finance, Due Diligence, Investment Management, Financial Modeling, Management, Financial Analysis, Private Equity, Strategy, Finance, Business Development, Investment Banking, Entrepreneurship, Leadership, Hedge Funds, Investments, Start-ups, Venture Capital, Program Management, Strategic Planning, Emerging Markets, Mergers, Equities, Mergers & Acquisitions
Education
Stanford University Graduate School of Business 2009 — 2011
Masters, Business Administration
University of California, Berkeley 1998 — 2002
BS, Business Administration
Palantir Technologies September 2012 - Present
Palantir Technologies June 2010 - August 2010
Stanford Management Company August 2006 - May 2008
Citigroup August 2004 - July 2006
Wachovia Securities 2003 - 2004
Skills
Leadership Development, Executive Coaching, Feedback Management, Performance Management, Performance Reviews, New Hire Training, Employee Surveys, Onboarding, Valuation, Corporate Finance, Due Diligence, Investment Management, Financial Modeling, Management, Financial Analysis, Private Equity, Strategy, Finance, Business Development, Investment Banking, Entrepreneurship, Leadership, Hedge Funds, Investments, Start-ups, Venture Capital, Program Management, Strategic Planning, Emerging Markets, Mergers, Equities, Mergers & Acquisitions
Education
Stanford University Graduate School of Business 2009 — 2011
Masters, Business Administration
University of California, Berkeley 1998 — 2002
BS, Business Administration
albert bear bender albert bear bender's Wachovia Securities Experience September 2007 - March 2009
Job Equity Private Placements
Industry Investment Banking
Experience
Wells Fargo Securities March 2009 - July 2015
Wachovia Securities September 2007 - March 2009
A.G. Edwards & Sons, Inc. August 1997 - September 2007
Armstrong Teasdale LLP March 1994 - June 1997
Gibson Dunn & Crutcher October 1986 - January 1994
Skills
Capital Markets, Investments, Private Equity, Corporate Finance, Financial Modeling, Asset Managment, Due Diligence, Financial Analysis, Mergers, Venture Capital, Finance, Equities
Education
Vanderbilt University Law School 1983 — 1986
JD, Law
Vanderbilt University 1980 — 1983
BA, Economics, magna cum laude
Southern Methodist University 1979 — 1980
Wells Fargo Securities March 2009 - July 2015
Wachovia Securities September 2007 - March 2009
A.G. Edwards & Sons, Inc. August 1997 - September 2007
Armstrong Teasdale LLP March 1994 - June 1997
Gibson Dunn & Crutcher October 1986 - January 1994
Skills
Capital Markets, Investments, Private Equity, Corporate Finance, Financial Modeling, Asset Managment, Due Diligence, Financial Analysis, Mergers, Venture Capital, Finance, Equities
Education
Vanderbilt University Law School 1983 — 1986
JD, Law
Vanderbilt University 1980 — 1983
BA, Economics, magna cum laude
Southern Methodist University 1979 — 1980
Neil Klein Neil Klein's Wachovia Securities Experience May 2000 - April 2006
Job Senior Vice President UBS Financial Services, Inc
Industry Financial Services
Experience
UBS Financial Services, Inc. April 2006 - Present
Wachovia Securities May 2000 - April 2006
Advest, Inc. January 1987 - May 2000
Education
Syracuse University 1978 — 1982
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
UBS Financial Services, Inc. April 2006 - Present
Wachovia Securities May 2000 - April 2006
Advest, Inc. January 1987 - May 2000
Education
Syracuse University 1978 — 1982
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Robert Durham Robert Durham's Wachovia Securities Experience 1999 - 2006
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2011 - Present
Citizens Investment Services 2009 - 2011
Morgan Stanley 2006 - 2009
Wachovia Securities 1999 - 2006
Education
SWTSU 1977 — 1979
Bachelor of Business Administration (BBA), Finance
Texas A&M University 1973 — 1976
Bachelor of Science (BS), Biology
Ameriprise Financial Services, Inc. October 2011 - Present
Citizens Investment Services 2009 - 2011
Morgan Stanley 2006 - 2009
Wachovia Securities 1999 - 2006
Education
SWTSU 1977 — 1979
Bachelor of Business Administration (BBA), Finance
Texas A&M University 1973 — 1976
Bachelor of Science (BS), Biology
Veronica Pine CFP® ChFC® Veronica Pine CFP® ChFC®'s Wachovia Securities Experience September 1995 - April 2000
Job CVP Planning Case Consultant
Industry Financial Services
Experience
New York Life Insurance Company May 2014 - Present
USAA February 2013 - March 2014
Patriot Financial May 2010 - December 2012
UBS October 2004 - April 2010
Merrill Lynch June 2000 - September 2004
Wachovia Securities September 1995 - April 2000
Skills
Stress Management, Real Estate, Real Estate Transactions, Strategic Planning, Estate Planning, Retirement Planning, Life Insurance, New Business Development, Finance, Financial Analysis, Investments, Securities, Wealth, Portfolio Management, Retirement
Education
Siena College 1991 — 1995
Bachelor of Science, Economics
Institute for Integrative Nutrition
Certified Holistic Health Coach, Health Coaching
New York Life Insurance Company May 2014 - Present
USAA February 2013 - March 2014
Patriot Financial May 2010 - December 2012
UBS October 2004 - April 2010
Merrill Lynch June 2000 - September 2004
Wachovia Securities September 1995 - April 2000
Skills
Stress Management, Real Estate, Real Estate Transactions, Strategic Planning, Estate Planning, Retirement Planning, Life Insurance, New Business Development, Finance, Financial Analysis, Investments, Securities, Wealth, Portfolio Management, Retirement
Education
Siena College 1991 — 1995
Bachelor of Science, Economics
Institute for Integrative Nutrition
Certified Holistic Health Coach, Health Coaching
Natasha Gladstone Natasha Gladstone's Wachovia Securities Experience October 2006 - March 2009
Job PATIENT SERVICE REPRESENTATIVE at Biomet
Industry Medical Devices
Experience
Biomet September 2011 - Present
AFAM Comprehensive Healthcare Medical Group May 2011 - September 2011
AFAM Comprehensive Healthcare Medical Group May 2011 - August 2011
Henrico Doctors' Hospital January 2010 - August 2010
CrossOver Clinic July 2009 - January 2010
Wachovia Securities October 2006 - March 2009
Sparks Personnel June 2005 - August 2006
Riggs Bank NA, Riggs Bank September 2003 - May 2005
Deutsche Bank September 2000 - January 2002
Skills
Healthcare, Hospitals, Public Speaking
Education
Strayer University 2009 — 2010
M.S, Health Service Administration
Strayer University (VA) 2009 — 2010
Masters of Science, Health Service Adminstration
Virginia State University 1995 — 2000
BS, Information Systems and Decision Sciences
Virginia State University 1995 — 1999
Bachelor of Science, Information Systems and Decision Sciences
Biomet September 2011 - Present
AFAM Comprehensive Healthcare Medical Group May 2011 - September 2011
AFAM Comprehensive Healthcare Medical Group May 2011 - August 2011
Henrico Doctors' Hospital January 2010 - August 2010
CrossOver Clinic July 2009 - January 2010
Wachovia Securities October 2006 - March 2009
Sparks Personnel June 2005 - August 2006
Riggs Bank NA, Riggs Bank September 2003 - May 2005
Deutsche Bank September 2000 - January 2002
Skills
Healthcare, Hospitals, Public Speaking
Education
Strayer University 2009 — 2010
M.S, Health Service Administration
Strayer University (VA) 2009 — 2010
Masters of Science, Health Service Adminstration
Virginia State University 1995 — 2000
BS, Information Systems and Decision Sciences
Virginia State University 1995 — 1999
Bachelor of Science, Information Systems and Decision Sciences
Sean McCarty Sean McCarty's Wachovia Securities Experience May 1997 - February 2003
Job Vice President at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management March 2010 - Present
Raymond James & Associates December 2008 - April 2010
UBS Financial Services February 2007 - November 2008
Milestone Wealth Management February 2003 - February 2007
Wachovia Securities May 1997 - February 2003
PaineWebber 1994 - 1997
Morgan Stanley 1989 - 1992
Education
State University of New York College at Plattsburgh 1984 — 1988
Morgan Stanley Wealth Management March 2010 - Present
Raymond James & Associates December 2008 - April 2010
UBS Financial Services February 2007 - November 2008
Milestone Wealth Management February 2003 - February 2007
Wachovia Securities May 1997 - February 2003
PaineWebber 1994 - 1997
Morgan Stanley 1989 - 1992
Education
State University of New York College at Plattsburgh 1984 — 1988
Stuart R. Gardner, Jr., CFP Stuart R. Gardner, Jr., CFP's Wachovia Securities Experience August 2001 - January 2004
Job Certified Financial Planner
Industry Financial Services
Experience
Charlotte Wealth Management February 2009 - Present
Ameriprise Advisor Services January 2004 - March 2009
Wachovia Securities August 2001 - January 2004
Skills
Retirement Planning, Investments, Wealth Management, Mutual Funds, Series 7, Series 63, Asset Allocation, Retirement, Asset Management, Financial Advisory, Financial Services, 401k, Alternative Investments, Securities, Investment Advisory, Insurance Planning, Insurance, Investment Strategies, Fixed Annuities, Series 9, Series 10, Certified Financial...
Education
College for Financial Planning, Denver CO 2003 — 2011
CFP, CHPC, AAMS, Financial Planning, Retirement Planning, Asset Management
State University of New York College at Fredonia 1977 — 1979
Bachelor of Business Administration (B.B.A.), Minor Psychology
Charlotte Wealth Management February 2009 - Present
Ameriprise Advisor Services January 2004 - March 2009
Wachovia Securities August 2001 - January 2004
Skills
Retirement Planning, Investments, Wealth Management, Mutual Funds, Series 7, Series 63, Asset Allocation, Retirement, Asset Management, Financial Advisory, Financial Services, 401k, Alternative Investments, Securities, Investment Advisory, Insurance Planning, Insurance, Investment Strategies, Fixed Annuities, Series 9, Series 10, Certified Financial...
Education
College for Financial Planning, Denver CO 2003 — 2011
CFP, CHPC, AAMS, Financial Planning, Retirement Planning, Asset Management
State University of New York College at Fredonia 1977 — 1979
Bachelor of Business Administration (B.B.A.), Minor Psychology
Chris Dunfey's Wachovia Securities Experience March 2000 - February 2003
Job Investment Consultant
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Scottrade May 2013 - October 2014
Scottrade August 2011 - May 2013
PS&E LLC Plan to Prosper February 2008 - May 2011
PS&E LLC Plan to Prosper January 2005 - May 2011
PS&E LLC Plan to Prosper February 2003 - January 2007
Wachovia Securities March 2000 - February 2003
Skills
Series 7, Series 9, Series 10, Series 63, Series 66, Financial Planning, Wealth Management, Personal Financial..., Strategic Financial..., Estate Planning, Investment Management, Investment Strategies, Retirement Planning, Retirement Income..., Investments, Financial Advisory, Management, Leadership, Life Insurance, Notary Public, Portfolio Management, Asset Allocation, Equities, Fixed Income, Bonds, Options, Trading, Relationship Management, Asset Management, 401k, FINRA, Investment Advisory, Retirement, Securities, Insurance, Financial Services, Mutual Funds, Stocks, Options Strategies, Roth IRA, IRAs, Finance, ETFs, Technical Analysis, 401k Rollovers, Wealth Accumulation
Education
State University of New York College at Fredonia 1994 — 1998
BS, Business
Fairport
Fidelity Investments March 2015 - Present
Scottrade May 2013 - October 2014
Scottrade August 2011 - May 2013
PS&E LLC Plan to Prosper February 2008 - May 2011
PS&E LLC Plan to Prosper January 2005 - May 2011
PS&E LLC Plan to Prosper February 2003 - January 2007
Wachovia Securities March 2000 - February 2003
Skills
Series 7, Series 9, Series 10, Series 63, Series 66, Financial Planning, Wealth Management, Personal Financial..., Strategic Financial..., Estate Planning, Investment Management, Investment Strategies, Retirement Planning, Retirement Income..., Investments, Financial Advisory, Management, Leadership, Life Insurance, Notary Public, Portfolio Management, Asset Allocation, Equities, Fixed Income, Bonds, Options, Trading, Relationship Management, Asset Management, 401k, FINRA, Investment Advisory, Retirement, Securities, Insurance, Financial Services, Mutual Funds, Stocks, Options Strategies, Roth IRA, IRAs, Finance, ETFs, Technical Analysis, 401k Rollovers, Wealth Accumulation
Education
State University of New York College at Fredonia 1994 — 1998
BS, Business
Fairport
Justin Borrowdale's Wachovia Securities Experience July 2008 - August 2008
Job Law Clerk at Diepenbrock Elkin LLP
Industry Law Practice
Experience
Diepenbrock Elkin LLP September 2015 - Present
Diepenbrock Elkin LLP January 2015 - May 2015
California State Board of Equalization May 2014 - August 2014
Sacramento County District Attorney August 2013 - December 2013
United States District Court for the Eastern District of California, Hon. Allison Claire May 2013 - August 2013
Folsom Lake Law November 2010 - August 2012
PBS Consulting September 2010 - June 2012
Wachovia Securities July 2008 - August 2008
A.G. Edwards February 2008 - May 2008
Skills
Microsoft Excel, Financial Analysis, Investments, Legal Research, Legal Writing, Westlaw, Lexis, Editing, Microsoft Office, Budgets, Finance, PowerPoint, Outlook, Microsoft Word, Data Analysis, Portfolio Management, Analysis
Education
UC Davis School of Law 2013 — 2015
Juris Doctor (J.D.)
University of the Pacific - Eberhardt School of Business 2007 — 2010
Bachelor of Science, Finance
Southern Adventist University 2006 — 2007
Sacramento Adventist Academy 2003 — 2006
Diepenbrock Elkin LLP September 2015 - Present
Diepenbrock Elkin LLP January 2015 - May 2015
California State Board of Equalization May 2014 - August 2014
Sacramento County District Attorney August 2013 - December 2013
United States District Court for the Eastern District of California, Hon. Allison Claire May 2013 - August 2013
Folsom Lake Law November 2010 - August 2012
PBS Consulting September 2010 - June 2012
Wachovia Securities July 2008 - August 2008
A.G. Edwards February 2008 - May 2008
Skills
Microsoft Excel, Financial Analysis, Investments, Legal Research, Legal Writing, Westlaw, Lexis, Editing, Microsoft Office, Budgets, Finance, PowerPoint, Outlook, Microsoft Word, Data Analysis, Portfolio Management, Analysis
Education
UC Davis School of Law 2013 — 2015
Juris Doctor (J.D.)
University of the Pacific - Eberhardt School of Business 2007 — 2010
Bachelor of Science, Finance
Southern Adventist University 2006 — 2007
Sacramento Adventist Academy 2003 — 2006
Serita Cheatham Serita Cheatham's Wachovia Securities Experience Bank TellerWachovia BankMarch 2004 - March 2006
Job Product Specialist at Wachovia Securities
Industry Investment Management
Experience
Wachovia Securities Bank TellerWachovia BankMarch 2004 - March 2006
Infineon Technologies 2001 - 2003
Education
Strayer University 2002 — 2005
Wachovia Securities Bank TellerWachovia BankMarch 2004 - March 2006
Infineon Technologies 2001 - 2003
Education
Strayer University 2002 — 2005
Robert Epstein Robert Epstein's Wachovia Securities Experience February 2005 - February 2008
Job Territory Account Manager at Polycom
Industry Information Technology and Services
Experience
Polycom April 2015 - Present
AVAYA, Inc. June 2011 - April 2015
Western & Southern Financial December 2010 - October 2011
Tesla Motors May 2010 - November 2010
Seeman Holtz February 2008 - May 2010
WACHOVIA SECURITIES February 2005 - February 2008
SUNTRUST SECURITIES January 2002 - February 2005
Charles Schwab June 1992 - December 2001
Charles Schwab & Co. Inc March 1997 - September 2000
Charles Schwab & Co. Inc June 1996 - March 1997
Skills
Sales Management, Leadership, Business Development, Marketing, Sales, Salesforce.com, New Business Development, Customer Service, Policy Analysis, Networking, Coaching, CRM, Strategic Planning, Management, Project Planning, Sales Operations, Direct Sales, Competitive Analysis, Account Management, Finance, Lead Generation, Avaya IP Telephony, Enterprise Software, Marketing Strategy, Recruiting, Training, Unified Communications
Education
State University of New York College at Plattsburgh 1985 — 1989
Business Management, Management
Polycom April 2015 - Present
AVAYA, Inc. June 2011 - April 2015
Western & Southern Financial December 2010 - October 2011
Tesla Motors May 2010 - November 2010
Seeman Holtz February 2008 - May 2010
WACHOVIA SECURITIES February 2005 - February 2008
SUNTRUST SECURITIES January 2002 - February 2005
Charles Schwab June 1992 - December 2001
Charles Schwab & Co. Inc March 1997 - September 2000
Charles Schwab & Co. Inc June 1996 - March 1997
Skills
Sales Management, Leadership, Business Development, Marketing, Sales, Salesforce.com, New Business Development, Customer Service, Policy Analysis, Networking, Coaching, CRM, Strategic Planning, Management, Project Planning, Sales Operations, Direct Sales, Competitive Analysis, Account Management, Finance, Lead Generation, Avaya IP Telephony, Enterprise Software, Marketing Strategy, Recruiting, Training, Unified Communications
Education
State University of New York College at Plattsburgh 1985 — 1989
Business Management, Management
Derrick Chen Derrick Chen's Wachovia Securities Experience February 2005 - May 2006
Job Advisory Services Consultant at VHA
Industry Hospital & Health Care
Experience
VHA February 2013 - Present
MedAssets April 2010 - January 2013
Benefit Harbor April 2008 - April 2009
TXU Energy July 2007 - April 2008
Adidas August 2006 - June 2007
Wachovia Securities February 2005 - May 2006
Morgan Stanley Dean Witter August 2004 - February 2005
Skills
Pivot Tables, Vlookup, Financial Analysis, Cross-functional Team..., Data Analysis, Finance, Leadership, Analysis, Research, Management, Analytics, Accounting, Furniture, Upholstery, Marketing, Portfolio Management, Antique Restoration, Process Improvement
Education
Southern Methodist University 2002 — 2006
Finance, Finance
Southern Methodist University - Cox School of Business 2002 — 2006
BBA, Finance
Plano East Senior High 2000 — 2002
VHA February 2013 - Present
MedAssets April 2010 - January 2013
Benefit Harbor April 2008 - April 2009
TXU Energy July 2007 - April 2008
Adidas August 2006 - June 2007
Wachovia Securities February 2005 - May 2006
Morgan Stanley Dean Witter August 2004 - February 2005
Skills
Pivot Tables, Vlookup, Financial Analysis, Cross-functional Team..., Data Analysis, Finance, Leadership, Analysis, Research, Management, Analytics, Accounting, Furniture, Upholstery, Marketing, Portfolio Management, Antique Restoration, Process Improvement
Education
Southern Methodist University 2002 — 2006
Finance, Finance
Southern Methodist University - Cox School of Business 2002 — 2006
BBA, Finance
Plano East Senior High 2000 — 2002
Niall Bridgeman Niall Bridgeman's Wachovia Securities Experience February 1997 - May 2004
Job President/Registered Principal
Industry Financial Services
Experience
LPL Financial/Bridgeman Wealth Management May 2004 - Present
Wachovia Securities February 1997 - May 2004
Dean Witter January 1996 - February 1997
Skills
Retirement Planning, Retirement, Series 7, Wealth Management, Investment Advisory, Mutual Funds, Fixed Annuities, Estate Planning, Series 63, IRAs, Financial Advisory, Asset Allocation, Strategic Financial..., Securities, 401k, Investment Strategies, Investments, 401k Rollovers, Financial Planners, Wealth, Uniform Combined State..., Series 65
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
LPL Financial/Bridgeman Wealth Management May 2004 - Present
Wachovia Securities February 1997 - May 2004
Dean Witter January 1996 - February 1997
Skills
Retirement Planning, Retirement, Series 7, Wealth Management, Investment Advisory, Mutual Funds, Fixed Annuities, Estate Planning, Series 63, IRAs, Financial Advisory, Asset Allocation, Strategic Financial..., Securities, 401k, Investment Strategies, Investments, 401k Rollovers, Financial Planners, Wealth, Uniform Combined State..., Series 65
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Hope Goodwin Hope Goodwin's Wachovia Securities Experience January 2004 - March 2009
Job Operational Risk Consultant II at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage January 2013 - Present
Wells Fargo Home Mortgage December 2011 - January 2013
Wells Fargo Home Mortgage June 2010 - December 2011
Wachovia Securities January 2004 - March 2009
Wachovia Securities May 2002 - June 2004
Wachovia Securities November 2000 - May 2002
Wachovia Securities May 1999 - November 2000
Wachovia Securities December 1998 - May 1999
Skills
Banking, Mortgage Lending, Loans, Asset Managment, Training, Securities, Management, Performance Management, Quality Assurance, Insurance, Coaching, Credit, Change Management, Loss Mitigation, Time Management, Asset Management, Process Improvement
Education
Webster University 2001 — 2003
MBA, Business
South Carolina State University 1993 — 1996
Bachelor of Science, Business Administration, Management
Wells Fargo Home Mortgage January 2013 - Present
Wells Fargo Home Mortgage December 2011 - January 2013
Wells Fargo Home Mortgage June 2010 - December 2011
Wachovia Securities January 2004 - March 2009
Wachovia Securities May 2002 - June 2004
Wachovia Securities November 2000 - May 2002
Wachovia Securities May 1999 - November 2000
Wachovia Securities December 1998 - May 1999
Skills
Banking, Mortgage Lending, Loans, Asset Managment, Training, Securities, Management, Performance Management, Quality Assurance, Insurance, Coaching, Credit, Change Management, Loss Mitigation, Time Management, Asset Management, Process Improvement
Education
Webster University 2001 — 2003
MBA, Business
South Carolina State University 1993 — 1996
Bachelor of Science, Business Administration, Management
Tia Green Abrams, MBA Tia Green Abrams, MBA's Wachovia Securities Experience March 2006 - June 2008
Job Due Diligence Associate at RiverFront Investment Group
Industry Financial Services
Experience
RiverFront Investment Group June 2015 - Present
RiverFront Investment Group August 2010 - May 2015
Riverfront Investment Group, LLC July 2008 - July 2010
Wachovia Securities March 2006 - June 2008
Old Dominion University June 2003 - December 2005
Old Dominion University May 2002 - June 2003
Old Dominion University August 2000 - May 2002
Education
University of Phoenix 2009 — 2011
Masters, Business Administration
Strome College of Business 1998 — 2005
B.S.B.A, Finance
Thomas Jefferson High School
RiverFront Investment Group June 2015 - Present
RiverFront Investment Group August 2010 - May 2015
Riverfront Investment Group, LLC July 2008 - July 2010
Wachovia Securities March 2006 - June 2008
Old Dominion University June 2003 - December 2005
Old Dominion University May 2002 - June 2003
Old Dominion University August 2000 - May 2002
Education
University of Phoenix 2009 — 2011
Masters, Business Administration
Strome College of Business 1998 — 2005
B.S.B.A, Finance
Thomas Jefferson High School
Heather Danenberg Heather Danenberg's Wachovia Securities Experience November 1999 - February 2005
Job Treasury Services Product Consultant
Industry Banking
Experience
Wells Fargo June 2007 - Present
Wachovia June 2007 - Present
Wachovia November 1999 - Present
Evergreen Investments February 2005 - June 2007
Wachovia Securities November 1999 - February 2005
Skills
Finance, Treasury Services, Series 63, Banking, Treasury, Mutual Funds, Relationship Management, Portfolio Management, Leadership, Investments, Solution Selling, Management, Liquidity Management, Payments, Treasury Management, Electronic Payments, Coaching, Fixed Income, Sales, Commercial Banking, Cash Management, Commercial Lending, Credit, Financial Services
Education
State University of New York College at Cortland
Bachelor of Science, Health Education
Wells Fargo June 2007 - Present
Wachovia June 2007 - Present
Wachovia November 1999 - Present
Evergreen Investments February 2005 - June 2007
Wachovia Securities November 1999 - February 2005
Skills
Finance, Treasury Services, Series 63, Banking, Treasury, Mutual Funds, Relationship Management, Portfolio Management, Leadership, Investments, Solution Selling, Management, Liquidity Management, Payments, Treasury Management, Electronic Payments, Coaching, Fixed Income, Sales, Commercial Banking, Cash Management, Commercial Lending, Credit, Financial Services
Education
State University of New York College at Cortland
Bachelor of Science, Health Education
David Ananikian David Ananikian's Wachovia Securities Experience January 2007 - December 2007
Job JPMorgan Chase, Quantitative Research
Industry Investment Banking
Experience
JPMorgan Chase June 2008 - Present
Bear Stearns December 2007 - June 2008
Wachovia Securities January 2007 - December 2007
Skills
Quantitative Finance, Commodities, Equity Derivatives, Structured Products, Fixed Income, Interest Rate..., Investment Banking, ABS, CMBS, MBS, Python NumPy/SciPy, Numerical Methods, Financial Risk, Credit Risk, Bloomberg, Structured Finance, Options, VBA, Commodity
Education
Stony Brook University 2001 — 2006
PhD, Theoretical Physics
St. Petersburg State University 1995 — 2000
M.S., Theoretical Physics
JPMorgan Chase June 2008 - Present
Bear Stearns December 2007 - June 2008
Wachovia Securities January 2007 - December 2007
Skills
Quantitative Finance, Commodities, Equity Derivatives, Structured Products, Fixed Income, Interest Rate..., Investment Banking, ABS, CMBS, MBS, Python NumPy/SciPy, Numerical Methods, Financial Risk, Credit Risk, Bloomberg, Structured Finance, Options, VBA, Commodity
Education
Stony Brook University 2001 — 2006
PhD, Theoretical Physics
St. Petersburg State University 1995 — 2000
M.S., Theoretical Physics
Barbara Sama Barbara Sama's Wachovia Securities Experience May 2008 - July 2009
Job Mortgage Professional
Industry Banking
Experience
Bank of America January 2014 - Present
Bank of America October 2012 - January 2014
Wells Fargo Home Mortgage August 2011 - September 2012
Nfluence, LLC July 2009 - August 2011
Wachovia Securities May 2008 - July 2009
Vertice, a Division of Wachovia Mortgage June 2006 - May 2008
Vertice, a Division of Wachovia Mortgage February 2004 - May 2006
Sterling National Mortgage Company, Inc. April 2002 - January 2004
Skills
Underwriting, Training, Mortgage Lending, Management, Loan Origination, Residential Mortgages, Credit, FHA, Funding, Banking, Loans, Due Diligence, Leadership, Credit Analysis, Mortgage Banking, Credit Risk, Operations Management, Refinance
Education
Suffolk County Community College
Business Administration
Bank of America January 2014 - Present
Bank of America October 2012 - January 2014
Wells Fargo Home Mortgage August 2011 - September 2012
Nfluence, LLC July 2009 - August 2011
Wachovia Securities May 2008 - July 2009
Vertice, a Division of Wachovia Mortgage June 2006 - May 2008
Vertice, a Division of Wachovia Mortgage February 2004 - May 2006
Sterling National Mortgage Company, Inc. April 2002 - January 2004
Skills
Underwriting, Training, Mortgage Lending, Management, Loan Origination, Residential Mortgages, Credit, FHA, Funding, Banking, Loans, Due Diligence, Leadership, Credit Analysis, Mortgage Banking, Credit Risk, Operations Management, Refinance
Education
Suffolk County Community College
Business Administration
Todd Waits, CPA's Wachovia Securities Experience May 1999 - August 2006
Job Financial Systems Manager at XPO Logistics, Inc.
Industry Logistics and Supply Chain
Experience
XPO Logistics, Inc. December 2014 - Present
Bank of America September 2006 - December 2014
Wachovia Securities May 1999 - August 2006
Lifestyle Furnishings International January 1998 - April 1999
Food Lion May 1989 - December 1997
Skills
Essbase, Hyperion Enterprise, Financial Reporting, SAP, SAP BW, Business Intelligence, Financial Analysis, Forecasting, Business Analysis, Process Improvement, Accounting, Budgets, Strategic Financial..., Risk Management, Project Management, Internal Controls, Business Objects, Sarbanes-Oxley Act, Managerial Finance, SQL, Finance, Strategy, Business Process, Auditing, Hyperion Planning, Management, Business Process..., ERP, Banking, Financial Modeling, Leadership, Hyperion, Financial Services, Analysis, SDLC, Enterprise Software, Consolidation, SAP ERP, Financial Accounting, Corporate Finance, Oracle, Visio, Access, Change Management
Education
Strome College of Business 1984 — 1989
BA, Accounting
Gahanna Lincoln High School 1978 — 1981
High School
XPO Logistics, Inc. December 2014 - Present
Bank of America September 2006 - December 2014
Wachovia Securities May 1999 - August 2006
Lifestyle Furnishings International January 1998 - April 1999
Food Lion May 1989 - December 1997
Skills
Essbase, Hyperion Enterprise, Financial Reporting, SAP, SAP BW, Business Intelligence, Financial Analysis, Forecasting, Business Analysis, Process Improvement, Accounting, Budgets, Strategic Financial..., Risk Management, Project Management, Internal Controls, Business Objects, Sarbanes-Oxley Act, Managerial Finance, SQL, Finance, Strategy, Business Process, Auditing, Hyperion Planning, Management, Business Process..., ERP, Banking, Financial Modeling, Leadership, Hyperion, Financial Services, Analysis, SDLC, Enterprise Software, Consolidation, SAP ERP, Financial Accounting, Corporate Finance, Oracle, Visio, Access, Change Management
Education
Strome College of Business 1984 — 1989
BA, Accounting
Gahanna Lincoln High School 1978 — 1981
High School
Ken Cluff's Wachovia Securities Experience January 2004 - June 2008
Job Vice President, Market Risk Manager at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets May 2011 - Present
Fannie Mae July 2008 - May 2011
Ministry of Finance and Public Credit, Republic of Colombia November 2009 - May 2010
Fannie Mae July 2008 - November 2009
Wachovia Securities January 2004 - June 2008
Wachovia 2004 - 2006
Wachovia Securities 2003 - 2004
Bank of America 1997 - 2000
Skills
Analysis, Credit, Credit Analysis, Change Management, Capital Markets, Derivatives, Finance, Financial Risk, Financial Analysis, Financial Services, Fixed Income, Leadership, Credit Risk, Management, Mergers, Project Management, Risk Management, Financial Modeling
Education
The College of William and Mary - The Mason School of Business 2007 — 2008
MBA
Virginia Commonwealth University - School of Business 1998 — 2002
BS, Economics
BB&T Capital Markets May 2011 - Present
Fannie Mae July 2008 - May 2011
Ministry of Finance and Public Credit, Republic of Colombia November 2009 - May 2010
Fannie Mae July 2008 - November 2009
Wachovia Securities January 2004 - June 2008
Wachovia 2004 - 2006
Wachovia Securities 2003 - 2004
Bank of America 1997 - 2000
Skills
Analysis, Credit, Credit Analysis, Change Management, Capital Markets, Derivatives, Finance, Financial Risk, Financial Analysis, Financial Services, Fixed Income, Leadership, Credit Risk, Management, Mergers, Project Management, Risk Management, Financial Modeling
Education
The College of William and Mary - The Mason School of Business 2007 — 2008
MBA
Virginia Commonwealth University - School of Business 1998 — 2002
BS, Economics
Michael Gold CFP® Michael Gold CFP®'s Wachovia Securities Experience July 2005 - October 2008
Job Private Client Advisor
Industry Financial Services
Experience
Gerstein Fisher December 2012 - Present
KBK Wealth Management March 2009 - November 2012
Wachovia Securities July 2005 - October 2008
Ladenburg Thalmann 2001 - 2005
Morgan Stanley March 2000 - April 2001
DeWitt's Media, Inc. 1999 - 2000
Skills
Pensions, Retirement Planning, Series 7, Securities, Wealth Management, Certified Financial..., Disability Insurance, Life Insurance, Long Term Care Insurance, Investment Advisory, Investment Strategies, Retirement, Series 63, Series 65, Asset Allocation, Finance, Financial Advisory, Strategic Financial..., Wealth, Investments, Mutual Funds, ETFs, Asset Management, Portfolio Management, Investment Management, Estate Planning, 401k, Financial Planning
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA), Quantitative Finance
State University of New York College at Oneonta 1996 — 1999
BA, Business & Economics
Gerstein Fisher December 2012 - Present
KBK Wealth Management March 2009 - November 2012
Wachovia Securities July 2005 - October 2008
Ladenburg Thalmann 2001 - 2005
Morgan Stanley March 2000 - April 2001
DeWitt's Media, Inc. 1999 - 2000
Skills
Pensions, Retirement Planning, Series 7, Securities, Wealth Management, Certified Financial..., Disability Insurance, Life Insurance, Long Term Care Insurance, Investment Advisory, Investment Strategies, Retirement, Series 63, Series 65, Asset Allocation, Finance, Financial Advisory, Strategic Financial..., Wealth, Investments, Mutual Funds, ETFs, Asset Management, Portfolio Management, Investment Management, Estate Planning, 401k, Financial Planning
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA), Quantitative Finance
State University of New York College at Oneonta 1996 — 1999
BA, Business & Economics
Sean S Mohammed Sean S Mohammed's Wachovia Securities Experience May 1998 - April 2004
Job Margin/Credit dept.
Industry Financial Services
Experience
CITIGROUP GLOBAL MARKETS INC March 2008 - September 2012
CITIGROUP GLOBAL MARKETS INC March 2008 - September 2012
BEAR, STEARNS & CO. INC February 2006 - October 2007
Fidelity Investments April 2004 - February 2006
WACHOVIA SECURITIES May 1998 - April 2004
WACHOVIA SECURITIES January 2002 - January 2004
Skills
Securities, Financial Risk, Trading, Options, Loans, Funding, Prime Brokerage, Foreign Exchange, Investments, Portfolio Management, Currency, Asset Management, Equities, Banking
Education
The City College of New York 1992 — 1997
B.A, Economics; Finance
SUNY Cortland
CITIGROUP GLOBAL MARKETS INC March 2008 - September 2012
CITIGROUP GLOBAL MARKETS INC March 2008 - September 2012
BEAR, STEARNS & CO. INC February 2006 - October 2007
Fidelity Investments April 2004 - February 2006
WACHOVIA SECURITIES May 1998 - April 2004
WACHOVIA SECURITIES January 2002 - January 2004
Skills
Securities, Financial Risk, Trading, Options, Loans, Funding, Prime Brokerage, Foreign Exchange, Investments, Portfolio Management, Currency, Asset Management, Equities, Banking
Education
The City College of New York 1992 — 1997
B.A, Economics; Finance
SUNY Cortland
James J. Polidori James J. Polidori's Wachovia Securities Experience November 2007 - August 2009
Job Owner
Industry Consumer Services
Experience
Lidori, LLC June 2010 - Present
ACN May 2009 - Present
Wachovia Securities November 2007 - August 2009
MoneyTree Training Group June 2006 - September 2006
Tri-State Sealers and Property Maintenance February 2004 - May 2006
Nexgen Wireless April 2002 - January 2004
Education
State University of New York College at Brockport
Bachelor of Science, Business Administration; Finance
Lidori, LLC June 2010 - Present
ACN May 2009 - Present
Wachovia Securities November 2007 - August 2009
MoneyTree Training Group June 2006 - September 2006
Tri-State Sealers and Property Maintenance February 2004 - May 2006
Nexgen Wireless April 2002 - January 2004
Education
State University of New York College at Brockport
Bachelor of Science, Business Administration; Finance
Jennifer Fisher (formerly Wardwell) Jennifer Fisher (formerly Wardwell)'s Wachovia Securities Experience 2005 - 2007
Job Technical Curriculum Developer at Amazon Web Services
Industry Information Technology and Services
Experience
Amazon Web Services September 2015 - Present
Amazon Web Services November 2013 - September 2015
Caradigm - A Microsoft & GE Healthcare Company June 2012 - November 2013
Microsoft Health Solutions Group January 2011 - June 2012
Microsoft July 2009 - December 2010
MTCSC June 2008 - July 2009
Salem May 2007 - July 2008
Wachovia 2005 - 2007
Wachovia Securities 2005 - 2007
Liberty Tax Service 2002 - 2004
Skills
Agile Methodologies, C#, .NET, Data Analysis, Vendor Management, Troubleshooting, Integration, Testing, Microsoft SQL Server, Databases, WCF, XML, Enterprise Architecture, Healthcare Information..., Data Integration, MySQL, Oracle, SQL Server Management..., Software Development, Software Project..., Software Documentation, Software, Software Engineering, Enterprise Software, Software Design, Software Installation, EDI, Clinical Data Management, Database Design, User Interface Design, Data Interfaces, Unit Testing, Data Warehousing, Data Mining, Database Administration, Data Modeling, Data Management, HIT, Program Management, IT Project & Program..., SharePoint, SharePoint Designer, JavaScript, CSS, VBScript, ASP.NET, PL/SQL, T-SQL, Big Data, HL7
Education
George Mason University - School of Systems Biology 2013 — 2019
Doctor of Philosophy (Ph.D.), Bioinformatics and Computational Biology
Strayer University 2005 — 2007
Masters, Computer Information Systems - Software Engineering Management
Strayer University 2003 — 2005
Bachelors, Computer Information Systems - Programming
Amazon Web Services September 2015 - Present
Amazon Web Services November 2013 - September 2015
Caradigm - A Microsoft & GE Healthcare Company June 2012 - November 2013
Microsoft Health Solutions Group January 2011 - June 2012
Microsoft July 2009 - December 2010
MTCSC June 2008 - July 2009
Salem May 2007 - July 2008
Wachovia 2005 - 2007
Wachovia Securities 2005 - 2007
Liberty Tax Service 2002 - 2004
Skills
Agile Methodologies, C#, .NET, Data Analysis, Vendor Management, Troubleshooting, Integration, Testing, Microsoft SQL Server, Databases, WCF, XML, Enterprise Architecture, Healthcare Information..., Data Integration, MySQL, Oracle, SQL Server Management..., Software Development, Software Project..., Software Documentation, Software, Software Engineering, Enterprise Software, Software Design, Software Installation, EDI, Clinical Data Management, Database Design, User Interface Design, Data Interfaces, Unit Testing, Data Warehousing, Data Mining, Database Administration, Data Modeling, Data Management, HIT, Program Management, IT Project & Program..., SharePoint, SharePoint Designer, JavaScript, CSS, VBScript, ASP.NET, PL/SQL, T-SQL, Big Data, HL7
Education
George Mason University - School of Systems Biology 2013 — 2019
Doctor of Philosophy (Ph.D.), Bioinformatics and Computational Biology
Strayer University 2005 — 2007
Masters, Computer Information Systems - Software Engineering Management
Strayer University 2003 — 2005
Bachelors, Computer Information Systems - Programming
Terry Holmes Terry Holmes's Wachovia Securities Experience March 2007 - May 2009
Job Director of Sales & Marketing at J. MONT MAKEUP & SKIN CARE STUDIO
Industry Cosmetics
Experience
J. MONT MAKEUP & SKIN CARE STUDIO October 2009 - Present
Principles of Manhood 2012 - 2013
Comcast 2012 - 2012
TASQ Technology June 2009 - October 2009
Wachovia Securities March 2007 - May 2009
MPX 2009 - 2009
Education
South Carolina State University 1996 — 2000
Mays High
J. MONT MAKEUP & SKIN CARE STUDIO October 2009 - Present
Principles of Manhood 2012 - 2013
Comcast 2012 - 2012
TASQ Technology June 2009 - October 2009
Wachovia Securities March 2007 - May 2009
MPX 2009 - 2009
Education
South Carolina State University 1996 — 2000
Mays High
Brian Grinde Brian Grinde's Wachovia Securities Experience July 2005 - April 2006
Job Lead IT Client Consultant/Client Executive at AT&T
Industry Information Technology and Services
Experience
AT&T November 2008 - Present
CG Technology January 2007 - September 2008
Banc of America Securities April 2006 - November 2006
Wachovia Securities July 2005 - April 2006
EquiFirst March 2004 - July 2005
Skills
Business Analysis, Vendor Management, Process Improvement, Banking, Relationship Management, Strategic Planning, Project Management, Risk Management, SaaS, SDLC, Business Intelligence, Systems Analysis, Business Planning, Global Client Management, Six Sigma, Enterprise Relationship..., Account Management, Analysis, Analytics, Business Development, Business Process, Business Process..., CRM, Cloud Computing, Credit, Cross-functional Team..., Customer Satisfaction, Data Center, Databases, Disaster Recovery, Enterprise Architecture, Enterprise Software, Executive Management, IT Strategy, Integration, Leadership, Managed Services, Management, Mergers & Acquisitions, Outsourcing, PMO, PMP, Portfolio Management, Product Management, Professional Services, Program Management, Project Portfolio..., Requirements Analysis, Sales Management, Salesforce.com
Education
St. Lawrence University 1994 — 1998
Bachelor of Arts, Government
University of Vermont
Summer Program
Montpelier High School 1990 — 1994
AT&T November 2008 - Present
CG Technology January 2007 - September 2008
Banc of America Securities April 2006 - November 2006
Wachovia Securities July 2005 - April 2006
EquiFirst March 2004 - July 2005
Skills
Business Analysis, Vendor Management, Process Improvement, Banking, Relationship Management, Strategic Planning, Project Management, Risk Management, SaaS, SDLC, Business Intelligence, Systems Analysis, Business Planning, Global Client Management, Six Sigma, Enterprise Relationship..., Account Management, Analysis, Analytics, Business Development, Business Process, Business Process..., CRM, Cloud Computing, Credit, Cross-functional Team..., Customer Satisfaction, Data Center, Databases, Disaster Recovery, Enterprise Architecture, Enterprise Software, Executive Management, IT Strategy, Integration, Leadership, Managed Services, Management, Mergers & Acquisitions, Outsourcing, PMO, PMP, Portfolio Management, Product Management, Professional Services, Program Management, Project Portfolio..., Requirements Analysis, Sales Management, Salesforce.com
Education
St. Lawrence University 1994 — 1998
Bachelor of Arts, Government
University of Vermont
Summer Program
Montpelier High School 1990 — 1994
Richard Breyer Richard Breyer's Wachovia Securities Experience July 2001 - July 2005
Job Wealth Advisor at Capitol Wealth Advisors located in Central Arizona BankScottsdale
Industry Financial Services
Experience
Central Arizona Bank April 2008 - Present
Capitol Wealth, Inc 2008 - Present
Capitol Bancorp 2008 - Present
Allstate Financial March 2006 - March 2008
Wachovia Securities July 2001 - July 2005
Education
The American College 1982 — 1985
M.S.F.S, Financial Services
Temple University
B.A.
Central Arizona Bank April 2008 - Present
Capitol Wealth, Inc 2008 - Present
Capitol Bancorp 2008 - Present
Allstate Financial March 2006 - March 2008
Wachovia Securities July 2001 - July 2005
Education
The American College 1982 — 1985
M.S.F.S, Financial Services
Temple University
B.A.
Jennifer G. Johnson Jennifer G. Johnson's Wachovia Securities Experience November 2003 - Present
Job Jennifer G. Johnson
Industry Banking
Experience
Wells Fargo Bank April 2011 - Present
Wells Fargo November 2009 - Present
Wachovia Corp October 2007 - Present
Wachovia Corp August 2005 - Present
Wachovia Securities November 2003 - Present
TIAA-CREF August 1992 - September 2003
Skills
Business Analysis, SharePoint, Business Requirements, Software Documentation, Testing, Management, Change Management, Financial Services, Project Management, Banking, Requirements Gathering, Mergers & Acquisitions, SDLC, Visio, Vendor Management
Education
State University of New York College at Geneseo 1985 — 1989
BS, Management, Management Information Systems, Spanish
Wells Fargo Bank April 2011 - Present
Wells Fargo November 2009 - Present
Wachovia Corp October 2007 - Present
Wachovia Corp August 2005 - Present
Wachovia Securities November 2003 - Present
TIAA-CREF August 1992 - September 2003
Skills
Business Analysis, SharePoint, Business Requirements, Software Documentation, Testing, Management, Change Management, Financial Services, Project Management, Banking, Requirements Gathering, Mergers & Acquisitions, SDLC, Visio, Vendor Management
Education
State University of New York College at Geneseo 1985 — 1989
BS, Management, Management Information Systems, Spanish
Nick Brannen, CRPC®, CFP® Nick Brannen, CRPC®, CFP®'s Wachovia Securities Experience December 2001 - July 2003
Job CERTIFIED FINANCIAL PLANNER™ Practitioner, Financial Advisor Johnson & Brannen Northwestern Mutual
Industry Financial Services
Experience
Johnson and Brannen - Northwestern Mutual August 2008 - Present
Wachovia Securities, LLC July 2003 - August 2008
Wachovia Securities December 2001 - July 2003
Skills
Strategic Financial..., Retirement Planning, Investments, Insurance, Small Business
Education
The American College
Certified Financial Planning Certificate, Financial Planning
The College for Financial Planning
Chartered Retirement Plan Consultant, Qualified Retirement Plans
The Plansponsor Institute
Plansponsor Retirement Professional, Qualified Retirement Plans
The University of Georgia
Bachelor of Science, Consumer Economics
Johnson and Brannen - Northwestern Mutual August 2008 - Present
Wachovia Securities, LLC July 2003 - August 2008
Wachovia Securities December 2001 - July 2003
Skills
Strategic Financial..., Retirement Planning, Investments, Insurance, Small Business
Education
The American College
Certified Financial Planning Certificate, Financial Planning
The College for Financial Planning
Chartered Retirement Plan Consultant, Qualified Retirement Plans
The Plansponsor Institute
Plansponsor Retirement Professional, Qualified Retirement Plans
The University of Georgia
Bachelor of Science, Consumer Economics
Richard Maidenbaum Richard Maidenbaum's Wachovia Securities Experience January 2006 - December 2006
Job Assistant Director of Information Services at COUNTY OF SPOTSYLVANIA
Industry Government Administration
Experience
COUNTY OF SPOTSYLVANIA June 2015 - Present
Spotsylvania County - NTS Inc June 2014 - June 2015
Constellation Energy January 2009 - May 2014
GCI January 2007 - December 2007
Wachovia Securities January 2006 - December 2006
Wachovia Securities January 2004 - December 2005
Prudential Securities January 2002 - July 2003
Prudential Securities January 1995 - December 2002
Skills
Financial Analysis, Financial Modeling, Finance, Forecasting, Mergers & Acquisitions, Financial Reporting, Management, Analysis, Financial Services, Due Diligence, Strategic Financial..., Strategy, Budgets, Managerial Finance, M&A experience, Corporate Finance, Strategic Planning, Leadership, Change Management, Executive Management, Acquisition Integration, Access
Education
State University of New York College at Brockport 1984 — 1988
BS, International Business and Economics
COUNTY OF SPOTSYLVANIA June 2015 - Present
Spotsylvania County - NTS Inc June 2014 - June 2015
Constellation Energy January 2009 - May 2014
GCI January 2007 - December 2007
Wachovia Securities January 2006 - December 2006
Wachovia Securities January 2004 - December 2005
Prudential Securities January 2002 - July 2003
Prudential Securities January 1995 - December 2002
Skills
Financial Analysis, Financial Modeling, Finance, Forecasting, Mergers & Acquisitions, Financial Reporting, Management, Analysis, Financial Services, Due Diligence, Strategic Financial..., Strategy, Budgets, Managerial Finance, M&A experience, Corporate Finance, Strategic Planning, Leadership, Change Management, Executive Management, Acquisition Integration, Access
Education
State University of New York College at Brockport 1984 — 1988
BS, International Business and Economics
Lisa Selah Lisa Selah's Wachovia Securities Experience October 2003 - March 2006
Job HRIS Analyst
Industry Human Resources
Experience
INDIVIOR July 2015 - Present
Genworth Financial October 2012 - July 2015
MeadWestvaco September 2006 - November 2011
Wachovia Securities October 2003 - March 2006
Wachovia Corporation July 2002 - October 2003
Circuit City February 2000 - April 2002
Circuit City July 1998 - February 2000
Circuit City June 1997 - June 1998
Skills
Process Improvement, Project Coordination, Project Implementation, Project Planning, SAP HR, Kronos, HRIS, Adobe Acrobat, Visio, Google Docs, Lotus Notes, Outlook, MS Office Suite, Onboarding, Talent Management, Invoicing, PeopleSoft, Customer Service, PowerPoint, Word, Employee Relations, Talent Acquisition, Problem Solving, Applicant Tracking..., Interviewing, Documentation, Spreadsheets, Scheduling, Microsoft Office, Excel, Access, Performance Management, Interviews, Software Documentation, Microsoft Excel
Education
South University 2010 — 2016
Business Administration, Human Resources
J. Sargeant Reynolds CC 1989 — 1995
N/A, Business Administration/Accounting
Currently attend South University Online
Business Administration/Human Resource Management
INDIVIOR July 2015 - Present
Genworth Financial October 2012 - July 2015
MeadWestvaco September 2006 - November 2011
Wachovia Securities October 2003 - March 2006
Wachovia Corporation July 2002 - October 2003
Circuit City February 2000 - April 2002
Circuit City July 1998 - February 2000
Circuit City June 1997 - June 1998
Skills
Process Improvement, Project Coordination, Project Implementation, Project Planning, SAP HR, Kronos, HRIS, Adobe Acrobat, Visio, Google Docs, Lotus Notes, Outlook, MS Office Suite, Onboarding, Talent Management, Invoicing, PeopleSoft, Customer Service, PowerPoint, Word, Employee Relations, Talent Acquisition, Problem Solving, Applicant Tracking..., Interviewing, Documentation, Spreadsheets, Scheduling, Microsoft Office, Excel, Access, Performance Management, Interviews, Software Documentation, Microsoft Excel
Education
South University 2010 — 2016
Business Administration, Human Resources
J. Sargeant Reynolds CC 1989 — 1995
N/A, Business Administration/Accounting
Currently attend South University Online
Business Administration/Human Resource Management
Sally Hugdal Sally Hugdal's Wachovia Securities Experience 2001 - February 2005
Job Owner, Sally's Office Support
Industry Executive Office
Experience
Sally's Office Support September 2014 - Present
Sally's Office Support August 2014 - Present
Contractors' Admin September 2014 - July 2015
Harrah's Reno March 2005 - November 2012
Wachovia Securities 2001 - February 2005
Sierra Builders 1997 - 2001
Skills
Microsoft Office, Construction, Excel, Word, Customer Service, Customer Relations, Scheduling, Process Scheduler, Microsoft Word, Microsoft Excel, Accounting, Team Building, Sales, Budgets, Public Relations, Strategic Planning, Small Business, Event Planning, Marketing, Account Management
Education
Stanford University
BA, Psychology
Sally's Office Support September 2014 - Present
Sally's Office Support August 2014 - Present
Contractors' Admin September 2014 - July 2015
Harrah's Reno March 2005 - November 2012
Wachovia Securities 2001 - February 2005
Sierra Builders 1997 - 2001
Skills
Microsoft Office, Construction, Excel, Word, Customer Service, Customer Relations, Scheduling, Process Scheduler, Microsoft Word, Microsoft Excel, Accounting, Team Building, Sales, Budgets, Public Relations, Strategic Planning, Small Business, Event Planning, Marketing, Account Management
Education
Stanford University
BA, Psychology
Clare Coughlin's Wachovia Securities Experience February 2005 - October 2006
Job Vice President Wealth Advisory Recruiter at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Barclays March 2013 - June 2015
Bank of America March 2010 - March 2013
Barclays Wealth and Investment Management June 2013 - 2013
Evergreen Investments March 2007 - December 2010
Evergreen Investments October 2006 - March 2007
Wachovia Securities February 2005 - October 2006
CRS Building Automation Systems February 2004 - July 2004
Skills
Investments, Asset Managment, Sales, Marketing, Customer Service, Workshop Facilitation, Training, Negotiation, Advertising, Budgets, Research, Public Relations, Market Planning, Process Scheduler, Finance
Education
State University of New York College at Buffalo 1999 — 2003
BA, Communication
Lorenzo De Medici Florence Art Institute 2002 — 2003
University at Buffalo, The State University of New York 1999 — 2003
B.A, Communication
Merrill Lynch June 2015 - Present
Barclays March 2013 - June 2015
Bank of America March 2010 - March 2013
Barclays Wealth and Investment Management June 2013 - 2013
Evergreen Investments March 2007 - December 2010
Evergreen Investments October 2006 - March 2007
Wachovia Securities February 2005 - October 2006
CRS Building Automation Systems February 2004 - July 2004
Skills
Investments, Asset Managment, Sales, Marketing, Customer Service, Workshop Facilitation, Training, Negotiation, Advertising, Budgets, Research, Public Relations, Market Planning, Process Scheduler, Finance
Education
State University of New York College at Buffalo 1999 — 2003
BA, Communication
Lorenzo De Medici Florence Art Institute 2002 — 2003
University at Buffalo, The State University of New York 1999 — 2003
B.A, Communication
John A. Bauer John A. Bauer's Wachovia Securities Experience June 2007 - April 2008
Job Private Contractor, SelfEmployed
Industry Government Administration
Experience
John Albert Bauer May 2013 - Present
US Department of State September 2011 - May 2013
US Department of State July 2009 - August 2011
US Department of State July 2009 - August 2011
US May 2008 - June 2009
Wachovia Securities June 2007 - April 2008
United American Insurance February 2007 - June 2007
PENDER COUNTY GOVERNMENT March 2005 - December 2006
LENOIR COUNTY GOVERNMENT January 1999 - March 2005
PENDER COUNTY GOVERNMENT March 1993 - January 1999
Skills
Government, Policy, NGOs, Writing, Rule Of Law, Government Relations, Economic Development, Capacity Building, Diplomacy, Leadership, Policy Analysis, Foreign Policy, International..., Training, Project Planning, Grants, Governance, International Relations, Political Science, Public Policy, Community Outreach, National Security, Intelligence Analysis, Human Rights, Counterterrorism, Politics, Nonprofits, Budgets, Civil Society, Foreign Affairs, Public Administration
Education
North Carolina Rural Economic Development Institute 1995 — 1995
Maxwell School, Syracuse University 1975 — 1976
M.P.A, General Public Administration
Syracuse University 1975 — 1976
MPA, Public Administration
University of Notre Dame 1970 — 1974
BA, Government
John Albert Bauer May 2013 - Present
US Department of State September 2011 - May 2013
US Department of State July 2009 - August 2011
US Department of State July 2009 - August 2011
US May 2008 - June 2009
Wachovia Securities June 2007 - April 2008
United American Insurance February 2007 - June 2007
PENDER COUNTY GOVERNMENT March 2005 - December 2006
LENOIR COUNTY GOVERNMENT January 1999 - March 2005
PENDER COUNTY GOVERNMENT March 1993 - January 1999
Skills
Government, Policy, NGOs, Writing, Rule Of Law, Government Relations, Economic Development, Capacity Building, Diplomacy, Leadership, Policy Analysis, Foreign Policy, International..., Training, Project Planning, Grants, Governance, International Relations, Political Science, Public Policy, Community Outreach, National Security, Intelligence Analysis, Human Rights, Counterterrorism, Politics, Nonprofits, Budgets, Civil Society, Foreign Affairs, Public Administration
Education
North Carolina Rural Economic Development Institute 1995 — 1995
Maxwell School, Syracuse University 1975 — 1976
M.P.A, General Public Administration
Syracuse University 1975 — 1976
MPA, Public Administration
University of Notre Dame 1970 — 1974
BA, Government
Miles Sabrick's Wachovia Securities Experience May 2008 - August 2008
Job Account Executive at NeuStar, Inc.
Industry Information Services
Experience
NeuStar, Inc. November 2013 - Present
Software AG January 2012 - November 2013
Verizon Business August 2009 - January 2012
UBS September 2008 - January 2009
Wachovia Securities May 2008 - August 2008
Skills
Customer Relations, Consultative Selling, Telecommunications, Internet Services, Sports, Selling, New Business..., Customer Service, Leadership, Enterprise Software, Banking, Identifying New..., Football, SOA, Terracotta, Integration, CRM, Business Intelligence, Sales Operations, Business Development, Business Process, Solution Selling, Mobile Devices, Salesforce.com, Direct Sales, Professional Services, Sales Process, Strategic Partnerships, Managed Services, Sales
Education
The Catholic University of America 2005 — 2009
History, Philosophy
Reading Central Catholic
NeuStar, Inc. November 2013 - Present
Software AG January 2012 - November 2013
Verizon Business August 2009 - January 2012
UBS September 2008 - January 2009
Wachovia Securities May 2008 - August 2008
Skills
Customer Relations, Consultative Selling, Telecommunications, Internet Services, Sports, Selling, New Business..., Customer Service, Leadership, Enterprise Software, Banking, Identifying New..., Football, SOA, Terracotta, Integration, CRM, Business Intelligence, Sales Operations, Business Development, Business Process, Solution Selling, Mobile Devices, Salesforce.com, Direct Sales, Professional Services, Sales Process, Strategic Partnerships, Managed Services, Sales
Education
The Catholic University of America 2005 — 2009
History, Philosophy
Reading Central Catholic
Jeff White CLU, ChFC, RFP Jeff White CLU, ChFC, RFP's Wachovia Securities Experience April 2000 - April 2005
Job President at Dollars and Sense Management, Inc.
Industry Insurance
Experience
Dollars and Sense Management, Inc. September 2014 - Present
Crump Life Insurance Services February 2011 - Present
Highland Capital Brokerage December 2006 - February 2011
Merrill Lynch April 2005 - December 2006
Wachovia Securities April 2000 - April 2005
Prudential Securities May 1997 - April 2000
Merrill Lynch January 1987 - January 1995
Skills
Disability Insurance, Fixed Annuities, Life Insurance, Universal Life, Term Life Insurance, Long-term Care, Whole Life, Insurance, Series 6, Underwriting, Retirement Planning, Series 63, Series 7, Series 65, Estate Planning, Equity Indexed Annuities, Business Planning, Investment Strategies, Wealth Management
Education
The American College 1976 — 1981
CLU, ChFC, Insurance, Investments
Dollars and Sense Management, Inc. September 2014 - Present
Crump Life Insurance Services February 2011 - Present
Highland Capital Brokerage December 2006 - February 2011
Merrill Lynch April 2005 - December 2006
Wachovia Securities April 2000 - April 2005
Prudential Securities May 1997 - April 2000
Merrill Lynch January 1987 - January 1995
Skills
Disability Insurance, Fixed Annuities, Life Insurance, Universal Life, Term Life Insurance, Long-term Care, Whole Life, Insurance, Series 6, Underwriting, Retirement Planning, Series 63, Series 7, Series 65, Estate Planning, Equity Indexed Annuities, Business Planning, Investment Strategies, Wealth Management
Education
The American College 1976 — 1981
CLU, ChFC, Insurance, Investments
Danielle Kelly Danielle Kelly's Wachovia Securities Experience May 2003 - December 2003
Job Regional Marketing Director at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors April 2014 - Present
Lincoln Financial Distributors January 2011 - April 2014
Lincoln Financial Distributors April 2010 - December 2010
Upland Mortgage June 2004 - July 2005
Wachovia Securities May 2003 - December 2003
Skills
Series 6, Series 63, Salesforce.com, Annuity Sales, Variable Annuities, Investments, Sales, Cold Calling, Retirement Planning, Training, Marketing, Sales Operations, Fixed Annuities, Financial Services, Financial Planning, Insurance
Education
Temple University
BSBA, Finance
Millersville University of Pennsylvania
Lincoln Financial Distributors April 2014 - Present
Lincoln Financial Distributors January 2011 - April 2014
Lincoln Financial Distributors April 2010 - December 2010
Upland Mortgage June 2004 - July 2005
Wachovia Securities May 2003 - December 2003
Skills
Series 6, Series 63, Salesforce.com, Annuity Sales, Variable Annuities, Investments, Sales, Cold Calling, Retirement Planning, Training, Marketing, Sales Operations, Fixed Annuities, Financial Services, Financial Planning, Insurance
Education
Temple University
BSBA, Finance
Millersville University of Pennsylvania
Patrick E. Fitzsimmons Patrick E. Fitzsimmons's Wachovia Securities Experience June 2004 - June 2006
Job Assistant District Attorney at Erie County District Attorney's Office
Industry Law Practice
Experience
Erie County District Attorney's Office August 2012 - Present
Hodgson Russ LLP September 2011 - August 2012
Ropes & Gray LLP January 2010 - August 2011
Wachovia Securities June 2004 - June 2006
Education
University at Buffalo Law School 2006 — 2009
Juris Doctor
University of Rochester 2000 — 2004
BA, Economics
Erie County District Attorney's Office August 2012 - Present
Hodgson Russ LLP September 2011 - August 2012
Ropes & Gray LLP January 2010 - August 2011
Wachovia Securities June 2004 - June 2006
Education
University at Buffalo Law School 2006 — 2009
Juris Doctor
University of Rochester 2000 — 2004
BA, Economics
Charles Chip Reynolds Charles Chip Reynolds's Wachovia Securities Experience June 2000 - June 2008
Job LIfe Insurance Agent Managing Partner at WeOnlySellTerm.Com
Industry Insurance
Experience
WeOnlySellTerm.Com July 2013 - Present
C&R Wealth Advisors October 2007 - Present
"Money Matters" Financial Talk Show June 2012 - September 2012
Wachovia Securities June 2000 - June 2008
J. C. Bradford and Company November 1992 - June 2000
Dean Witter Reynolds January 1983 - November 1992
Skills
Asset Allocation, Series 7, Wealth Management, Investment Advisory, Investment Strategies, Financial Advisory, Investments, IRA's, Financial Planning, Wealth, Retirement, Mutual Funds, Securities, Stocks, Portfolios, 401k, Bonds, Retirement Planning, Asset Management, Estate Planning, Equities, Fixed Income, Investment Banking, Debt, Annuities, Private Equity, Portfolio Management, Options, Valuation, Financial Markets, Asset, Derivatives, Financial Analysis, Trading, IPO, Reporting & Analysis, Business Valuation, IRAs, Term Life Insurance, Wealth Management..., Series 63, Strategic Financial..., Fixed Annuities, Financial Planners, Insurance, Financial Services, Life Insurance, Long-term Care, Variable Annuities, Long Term Care Insurance
Education
Texas A&M University 1976 — 1980
BBA "Mays School of Business", Finance
University of West Florida 1977 — 1979
BBA, Finance
Texas A&M Corpus Christi 1975 — 1975
Certificate, Bar Managment, Bartending
WeOnlySellTerm.Com July 2013 - Present
C&R Wealth Advisors October 2007 - Present
"Money Matters" Financial Talk Show June 2012 - September 2012
Wachovia Securities June 2000 - June 2008
J. C. Bradford and Company November 1992 - June 2000
Dean Witter Reynolds January 1983 - November 1992
Skills
Asset Allocation, Series 7, Wealth Management, Investment Advisory, Investment Strategies, Financial Advisory, Investments, IRA's, Financial Planning, Wealth, Retirement, Mutual Funds, Securities, Stocks, Portfolios, 401k, Bonds, Retirement Planning, Asset Management, Estate Planning, Equities, Fixed Income, Investment Banking, Debt, Annuities, Private Equity, Portfolio Management, Options, Valuation, Financial Markets, Asset, Derivatives, Financial Analysis, Trading, IPO, Reporting & Analysis, Business Valuation, IRAs, Term Life Insurance, Wealth Management..., Series 63, Strategic Financial..., Fixed Annuities, Financial Planners, Insurance, Financial Services, Life Insurance, Long-term Care, Variable Annuities, Long Term Care Insurance
Education
Texas A&M University 1976 — 1980
BBA "Mays School of Business", Finance
University of West Florida 1977 — 1979
BBA, Finance
Texas A&M Corpus Christi 1975 — 1975
Certificate, Bar Managment, Bartending
Matthew Brookby Matthew Brookby's Wachovia Securities Experience July 2007 - August 2007
Job Vice President at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank February 2014 - Present
SVB Financial Group July 2010 - Present
Whitman Insight Strategies February 2009 - June 2010
Wachovia Securities July 2007 - August 2007
Skills
Risk Management, Banking, Credit, Data Analysis, Venture Debt Financing, Analysis, Competitive Analysis, Due Diligence, Portfolio Management, Bloomberg, Venture Capital, Financial Modeling
Education
University of California, Berkeley, Haas School of Business 2014 — 2017
Master of Business Administration (MBA)
Stanford University Graduate School of Business 2008 — 2008
Summer Institute for General Management
Stanford University 2004 — 2008
Bachelor of Arts (B.A.), International Relations
Forsyth Country Day School 1998 — 2004
Silicon Valley Bank February 2014 - Present
SVB Financial Group July 2010 - Present
Whitman Insight Strategies February 2009 - June 2010
Wachovia Securities July 2007 - August 2007
Skills
Risk Management, Banking, Credit, Data Analysis, Venture Debt Financing, Analysis, Competitive Analysis, Due Diligence, Portfolio Management, Bloomberg, Venture Capital, Financial Modeling
Education
University of California, Berkeley, Haas School of Business 2014 — 2017
Master of Business Administration (MBA)
Stanford University Graduate School of Business 2008 — 2008
Summer Institute for General Management
Stanford University 2004 — 2008
Bachelor of Arts (B.A.), International Relations
Forsyth Country Day School 1998 — 2004
Alvin C Fowlkes Jr MBA, CPRW Alvin C Fowlkes Jr MBA, CPRW's Wachovia Securities Experience January 2007 - March 2009
Job Owner/Operator at SHARP EDGE ENTERPRISES, LLC
Industry Higher Education
Experience
ECPI University January 2010 - Present
SHARP EDGE ENTERPRISES, LLC March 2010 - Present
MKTG INC October 2009 - December 2009
Wachovia Securities January 2007 - March 2009
Wachovia, A Wells Fargo Company June 2004 - January 2007
MetLife (Richmond Financial Group) September 2001 - June 2004
Ameriprise Financial Services, Inc. (Formerly American Express Financial Advisors) January 1994 - September 2001
Skills
Insurance, Finance, Strategic Financial..., Credit, Training, Investments, Customer Service, Sales, Teamwork, Marketing, Project Management, Microsoft Office, Due Diligence, Leadership, Certified Professional..., Lotus Notes, Retail, Equities, Bonds, Positioning, Acquisitions, Funding, Public Speaking, Process Improvement, Security, Small Business, Program Management, Outlook, Analysis, Adult Education, Networking, Team Building, Strategy, Interviews, Strategic Planning, Microsoft Excel, Resume Writing, Human Resources, Organizational..., Change Management, Data Entry, Time Management, Coaching, Business Analysis, Business Development, Management, Policy, Higher Education, Market Research, Leadership Development
Education
Strayer University 2005 — 2007
MBA, Management
Virginia Commonwealth University - School of Business 1989 — 1993
BS, Marketing
Nottoway High School 1986 — 1989
Advanced Diploma, Business Foundations
ECPI University January 2010 - Present
SHARP EDGE ENTERPRISES, LLC March 2010 - Present
MKTG INC October 2009 - December 2009
Wachovia Securities January 2007 - March 2009
Wachovia, A Wells Fargo Company June 2004 - January 2007
MetLife (Richmond Financial Group) September 2001 - June 2004
Ameriprise Financial Services, Inc. (Formerly American Express Financial Advisors) January 1994 - September 2001
Skills
Insurance, Finance, Strategic Financial..., Credit, Training, Investments, Customer Service, Sales, Teamwork, Marketing, Project Management, Microsoft Office, Due Diligence, Leadership, Certified Professional..., Lotus Notes, Retail, Equities, Bonds, Positioning, Acquisitions, Funding, Public Speaking, Process Improvement, Security, Small Business, Program Management, Outlook, Analysis, Adult Education, Networking, Team Building, Strategy, Interviews, Strategic Planning, Microsoft Excel, Resume Writing, Human Resources, Organizational..., Change Management, Data Entry, Time Management, Coaching, Business Analysis, Business Development, Management, Policy, Higher Education, Market Research, Leadership Development
Education
Strayer University 2005 — 2007
MBA, Management
Virginia Commonwealth University - School of Business 1989 — 1993
BS, Marketing
Nottoway High School 1986 — 1989
Advanced Diploma, Business Foundations
Brent Schneider, CIMA, CMFC, AAMS's Wachovia Securities Experience 1995 - 2003
Job Level II CFA Candidate
Industry Financial Services
Experience
New Type Customs January 2013 - Present
Alternative Wealth Group September 2011 - January 2013
Next Financial February 2009 - March 2010
Metlife July 2007 - July 2008
Jennison Associates LLC 2003 - 2007
Wachovia 1995 - 2003
Wachovia securities 1995 - 2003
First Union Securities November 1998 - February 2002
Evergreen Funds July 1999 - March 2001
Everen Securites June 1995 - November 1997
Skills
Series 7, Investments, Financial Advisory, Equities, Mutual Funds, Public Speaking, Series 63, Asset Allocation, Finance, Retirement Planning, Securities, Alternative Investments, Investment Advisory, 401k, Investment Strategies, Structured Products, International Economics, Insurance, Asset Management, Wealth Management, Annuities, Financial Planning, Portfolio Management
Education
Southern Methodist University - Cox School of Business 2013 — 2014
Master of Business Administration (MBA), Finance - Strategy And Entrepreneurship
University of Pennsylvania - The Wharton School 2005 — 2006
Certified Investment Management Analyst - CIMA, Finance and Financial Management Services
University of North Texas 1991 — 1994
BBA, Investment Finance
Southern Methodist University 1987 — 1990
Finance and Financial Management Services
New Type Customs January 2013 - Present
Alternative Wealth Group September 2011 - January 2013
Next Financial February 2009 - March 2010
Metlife July 2007 - July 2008
Jennison Associates LLC 2003 - 2007
Wachovia 1995 - 2003
Wachovia securities 1995 - 2003
First Union Securities November 1998 - February 2002
Evergreen Funds July 1999 - March 2001
Everen Securites June 1995 - November 1997
Skills
Series 7, Investments, Financial Advisory, Equities, Mutual Funds, Public Speaking, Series 63, Asset Allocation, Finance, Retirement Planning, Securities, Alternative Investments, Investment Advisory, 401k, Investment Strategies, Structured Products, International Economics, Insurance, Asset Management, Wealth Management, Annuities, Financial Planning, Portfolio Management
Education
Southern Methodist University - Cox School of Business 2013 — 2014
Master of Business Administration (MBA), Finance - Strategy And Entrepreneurship
University of Pennsylvania - The Wharton School 2005 — 2006
Certified Investment Management Analyst - CIMA, Finance and Financial Management Services
University of North Texas 1991 — 1994
BBA, Investment Finance
Southern Methodist University 1987 — 1990
Finance and Financial Management Services
Bonnie Herman Bonnie Herman's Wachovia Securities Experience 2004 - 2007
Job Compliance Professional
Industry Financial Services
Experience
Wachovia Securities 2004 - 2007
Prudential Securities 1987 - 2004
Prudential Financial 1987 - 2004
Prudential-Bache 1987 - 1989
Cowen & Co 1981 - 1987
Skills
Analysis, Securities, FINRA, Organization, Series 7, Series 63, Series 24, Wealth Management, AML, Fixed Income, Equities, Portfolio Management, Investments, Mutual Funds, Alternative Investments, Investment Advisory, Financial Services, Asset Management
Education
State University of New York College at Cortland
Wachovia Securities 2004 - 2007
Prudential Securities 1987 - 2004
Prudential Financial 1987 - 2004
Prudential-Bache 1987 - 1989
Cowen & Co 1981 - 1987
Skills
Analysis, Securities, FINRA, Organization, Series 7, Series 63, Series 24, Wealth Management, AML, Fixed Income, Equities, Portfolio Management, Investments, Mutual Funds, Alternative Investments, Investment Advisory, Financial Services, Asset Management
Education
State University of New York College at Cortland
Angel Bordoni Angel Bordoni's Wachovia Securities Experience June 2008 - October 2008
Job at
Industry Financial Services
Experience
Wells Fargo Advisors January 2015 - Present
Wells Fargo Advisors May 2013 - January 2015
Wells Fargo Advisors October 2008 - May 2013
Wachovia Securities June 2008 - October 2008
A.G. Edwards July 2006 - May 2008
Skills
Customer Service, FINRA, Human Resources, Investments, Onboarding, Securities, Risk Management, Financial Services, Series 7, Financial Analysis, Process Improvement
Education
Southern Illinois University, Edwardsville 2004 — 2006
Bachelor of Science, Business Administration
Wells Fargo Advisors January 2015 - Present
Wells Fargo Advisors May 2013 - January 2015
Wells Fargo Advisors October 2008 - May 2013
Wachovia Securities June 2008 - October 2008
A.G. Edwards July 2006 - May 2008
Skills
Customer Service, FINRA, Human Resources, Investments, Onboarding, Securities, Risk Management, Financial Services, Series 7, Financial Analysis, Process Improvement
Education
Southern Illinois University, Edwardsville 2004 — 2006
Bachelor of Science, Business Administration
Shane Krobisch's Wachovia Securities Experience April 2004 - May 2005
Job Senior Vice President Segment Marketing Service & Convenience at Bank of America
Industry Banking
Experience
Bank of America March 2012 - Present
Bank of America March 2010 - Present
Bank of America September 2009 - Present
Bank of America March 2005 - May 2011
Bank of America May 2005 - September 2009
Wachovia Securities April 2004 - May 2005
Bank of America October 2002 - April 2004
Wachovia Securities, LLC 2003 - 2004
Securities Industry Association October 2000 - October 2002
NationsBank/Bank of America June 1998 - October 2000
Skills
Financial Services, Banking, Analytics, Relationship Management, Portfolio Management, Product Management, Strategic Planning, Vendor Management, Customer Experience, Segmentation, Competitive Analysis
Education
State University of New York 1994 — 1998
B.A, Marketing
State University of New York College at Oswego 1994 — 1998
Bachelor of Science (B.S.), Marketing
Bank of America March 2012 - Present
Bank of America March 2010 - Present
Bank of America September 2009 - Present
Bank of America March 2005 - May 2011
Bank of America May 2005 - September 2009
Wachovia Securities April 2004 - May 2005
Bank of America October 2002 - April 2004
Wachovia Securities, LLC 2003 - 2004
Securities Industry Association October 2000 - October 2002
NationsBank/Bank of America June 1998 - October 2000
Skills
Financial Services, Banking, Analytics, Relationship Management, Portfolio Management, Product Management, Strategic Planning, Vendor Management, Customer Experience, Segmentation, Competitive Analysis
Education
State University of New York 1994 — 1998
B.A, Marketing
State University of New York College at Oswego 1994 — 1998
Bachelor of Science (B.S.), Marketing
Javon Robinson, CSM's Wachovia Securities Experience 2006 - 2006
Job Manager at CapTech
Industry Financial Services
Experience
CapTech May 2011 - Present
Capital One March 2009 - May 2011
Capital One 2006 - March 2009
Wachovia Securities 2006 - 2006
JPMorgan Chase 2001 - 2006
Skills
Process Engineering, Agile Methodologies, Agile Project Management, Scrum, Business Analysis, XML, Requirements Gathering, Requirements Analysis, Management Consulting, Software Project..., Visio, Systems Analysis, Change Management, Software Documentation, SDLC, Testing, Software Development, Project Management, Process Improvement, Business Requirements, Business Intelligence, Vendor Management, Strategy, Integration, Enterprise Architecture, Business Process Design, PMP, PMO, Data Modeling, Databases, Program Management, ETL, Risk Management, Leadership, Web Development, Project Portfolio..., Business Process..., Business Process..., Business Process, SQL, SOA, Oracle, Database Design, IT Strategy, User Acceptance Testing, Analysis, SharePoint, IT Management, Data Warehousing, Project Delivery
Education
State University of New York - System
BS, MIS
CapTech May 2011 - Present
Capital One March 2009 - May 2011
Capital One 2006 - March 2009
Wachovia Securities 2006 - 2006
JPMorgan Chase 2001 - 2006
Skills
Process Engineering, Agile Methodologies, Agile Project Management, Scrum, Business Analysis, XML, Requirements Gathering, Requirements Analysis, Management Consulting, Software Project..., Visio, Systems Analysis, Change Management, Software Documentation, SDLC, Testing, Software Development, Project Management, Process Improvement, Business Requirements, Business Intelligence, Vendor Management, Strategy, Integration, Enterprise Architecture, Business Process Design, PMP, PMO, Data Modeling, Databases, Program Management, ETL, Risk Management, Leadership, Web Development, Project Portfolio..., Business Process..., Business Process..., Business Process, SQL, SOA, Oracle, Database Design, IT Strategy, User Acceptance Testing, Analysis, SharePoint, IT Management, Data Warehousing, Project Delivery
Education
State University of New York - System
BS, MIS
John Vidlak John Vidlak's Wachovia Securities Experience June 2007 - December 2009
Job Chief Technology Officer Wholesale Bank at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust March 2015 - Present
HSBC Holdings November 2013 - March 2015
HSBC North America June 2012 - October 2013
HSBC January 2012 - August 2012
Wells Fargo Advisors January 2010 - January 2012
Wachovia Securities June 2007 - December 2009
Wachovia Bank, N.A. April 2001 - May 2007
Wachovia Bank, N.A. January 1999 - March 2001
Skills
IT Strategy, Risk Management, Banking, Capital Markets, Strategy, Process Improvement, Investment Banking, Financial Services, Leadership, Finance, Program Management, Vendor Management, Business Process, Securities, Portfolio Management, Wealth Management, Fixed Income, Mergers & Acquisitions, CRM, Governance, Credit Risk, Management, Integration, Cash Management, Operational Risk..., Loans
Education
Old Dominion University - College of Business and Public Administration 1981 — 1984
Bachelor of Science, Management Information Systems
Virginia Polytechnic Institute and State University 1974 — 1979
Bachelor of Arts, Physical Geography
SunTrust March 2015 - Present
HSBC Holdings November 2013 - March 2015
HSBC North America June 2012 - October 2013
HSBC January 2012 - August 2012
Wells Fargo Advisors January 2010 - January 2012
Wachovia Securities June 2007 - December 2009
Wachovia Bank, N.A. April 2001 - May 2007
Wachovia Bank, N.A. January 1999 - March 2001
Skills
IT Strategy, Risk Management, Banking, Capital Markets, Strategy, Process Improvement, Investment Banking, Financial Services, Leadership, Finance, Program Management, Vendor Management, Business Process, Securities, Portfolio Management, Wealth Management, Fixed Income, Mergers & Acquisitions, CRM, Governance, Credit Risk, Management, Integration, Cash Management, Operational Risk..., Loans
Education
Old Dominion University - College of Business and Public Administration 1981 — 1984
Bachelor of Science, Management Information Systems
Virginia Polytechnic Institute and State University 1974 — 1979
Bachelor of Arts, Physical Geography
Jack Finnegan Jack Finnegan's Wachovia Securities Experience May 2007 - August 2007
Job Business Analyst at Towers Watson
Industry Hospital & Health Care
Experience
Towers Watson June 2015 - Present
Blue Cross and Blue Shield of Minnesota April 2014 - Present
UnitedHealthcare July 2012 - November 2013
SUPERVALU September 2010 - August 2012
UBS May 2008 - August 2008
Microsoft August 2007 - May 2008
Wachovia Securities May 2007 - August 2007
Education
University of Minnesota - Carlson School of Management 2006 — 2010
BS, Finance, General
University of Minnesota-Twin Cities 2006 — 2010
Bachelor's degree
Singapore Management University 2008 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Towers Watson June 2015 - Present
Blue Cross and Blue Shield of Minnesota April 2014 - Present
UnitedHealthcare July 2012 - November 2013
SUPERVALU September 2010 - August 2012
UBS May 2008 - August 2008
Microsoft August 2007 - May 2008
Wachovia Securities May 2007 - August 2007
Education
University of Minnesota - Carlson School of Management 2006 — 2010
BS, Finance, General
University of Minnesota-Twin Cities 2006 — 2010
Bachelor's degree
Singapore Management University 2008 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Bruce Blumberg Bruce Blumberg's Wachovia Securities Experience July 2007 - June 2009
Job Financial Services Management
Industry Financial Services
Experience
Wachovia Securities July 2007 - June 2009
Merrill Lynch August 2002 - July 2007
Skills
Management
Education
Syracuse University College of Law 1985 — 1988
Juris Doctor (J.D.), Trial Practice
University at Albany, SUNY 1982 — 1985
Bachelor’s Degree, Major: Psychology. Minors: Criminal Justice, History and Combined (required with Psychology Major)
Wachovia Securities July 2007 - June 2009
Merrill Lynch August 2002 - July 2007
Skills
Management
Education
Syracuse University College of Law 1985 — 1988
Juris Doctor (J.D.), Trial Practice
University at Albany, SUNY 1982 — 1985
Bachelor’s Degree, Major: Psychology. Minors: Criminal Justice, History and Combined (required with Psychology Major)
Larry M. Schnaid's Wachovia Securities Experience January 2005 - September 2008
Job Senior Portfolio Manager at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services February 2012 - Present
RBC Wealth Management September 2008 - February 2012
Wachovia Securities January 2005 - September 2008
Citigroup July 2002 - March 2005
Ernst & Young December 1997 - July 2000
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance
University of Southern California 1993 — 1997
BS, Accounting
Tel Aviv University 1996 — 1996
Heschel 1986 — 1988
UBS Financial Services February 2012 - Present
RBC Wealth Management September 2008 - February 2012
Wachovia Securities January 2005 - September 2008
Citigroup July 2002 - March 2005
Ernst & Young December 1997 - July 2000
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance
University of Southern California 1993 — 1997
BS, Accounting
Tel Aviv University 1996 — 1996
Heschel 1986 — 1988
Matthew Kohlman's Wachovia Securities Experience May 2004 - February 2005
Job Senior managing editor, refined oil products
Industry Oil & Energy
Experience
Platts November 2009 - Present
Invesco Aim September 2007 - September 2009
GES Exposition Services June 2005 - September 2007
Wachovia Securities May 2004 - February 2005
The Associated Press January 1990 - August 2002
Skills
Energy Industry, Journalism, Stories, Pricing, Energy Sector, Market Analysis, Energy, Copywriting, Social Media Marketing, Storytelling, Competitive Analysis, Editorial, Publications, Web Content, Newspaper, Commodity, Editing, Investigative Reporting, Feature Articles, Business Strategy, Publishing, Social Media, Financial Analysis, Trading, Press Releases, Ap Style, Commodity Markets, Leadership, Media Relations, Business Development, News Writing, Strategy, International Business, Market Research, Online Journalism, Management, Marketing Strategy, Digital Media, Financial Modeling, Marketing Communications, Strategic Communications, Cross-functional Team..., Content Management, Analysis, Public Relations, Blogging, Petroleum, Copy Editing, Newspapers, Crisis Communications
Education
Thunderbird 2004 — 2004
MBA, International Management
University of Houston 2002 — 2004
MBA, Business Management
South Dakota State University 1985 — 1989
BS, Journalism
Platts November 2009 - Present
Invesco Aim September 2007 - September 2009
GES Exposition Services June 2005 - September 2007
Wachovia Securities May 2004 - February 2005
The Associated Press January 1990 - August 2002
Skills
Energy Industry, Journalism, Stories, Pricing, Energy Sector, Market Analysis, Energy, Copywriting, Social Media Marketing, Storytelling, Competitive Analysis, Editorial, Publications, Web Content, Newspaper, Commodity, Editing, Investigative Reporting, Feature Articles, Business Strategy, Publishing, Social Media, Financial Analysis, Trading, Press Releases, Ap Style, Commodity Markets, Leadership, Media Relations, Business Development, News Writing, Strategy, International Business, Market Research, Online Journalism, Management, Marketing Strategy, Digital Media, Financial Modeling, Marketing Communications, Strategic Communications, Cross-functional Team..., Content Management, Analysis, Public Relations, Blogging, Petroleum, Copy Editing, Newspapers, Crisis Communications
Education
Thunderbird 2004 — 2004
MBA, International Management
University of Houston 2002 — 2004
MBA, Business Management
South Dakota State University 1985 — 1989
BS, Journalism
Abhijeet Nadkarni, CFA, CAIA's Wachovia Securities Experience June 2004 - August 2004
Job Investment Manager
Industry Investment Management
Experience
Risk Management Foundation of the Harvard Medical Institutions June 2006 - Present
Destiny USA May 2005 - September 2005
Wachovia Securities June 2004 - August 2004
Skills
Portfolio Management, Investments, Fixed Income, Financial Modeling, Hedge Funds, Asset Allocation, Investment Management, Bloomberg, Valuation, Financial Analysis, Insurance, Equities, Capital Markets, Equity Research, Alternative Investments
Education
CAIA Association
Chartered Alternative Investment Analyst designee
CFA Institute
CFA Charterholder
Syracuse University
MBA
Government Law College
LL.B (Gen)
Sydenham College of Commerce & Economics
BCom
Bombay Scottish School
Risk Management Foundation of the Harvard Medical Institutions June 2006 - Present
Destiny USA May 2005 - September 2005
Wachovia Securities June 2004 - August 2004
Skills
Portfolio Management, Investments, Fixed Income, Financial Modeling, Hedge Funds, Asset Allocation, Investment Management, Bloomberg, Valuation, Financial Analysis, Insurance, Equities, Capital Markets, Equity Research, Alternative Investments
Education
CAIA Association
Chartered Alternative Investment Analyst designee
CFA Institute
CFA Charterholder
Syracuse University
MBA
Government Law College
LL.B (Gen)
Sydenham College of Commerce & Economics
BCom
Bombay Scottish School
Fred Falcones's Wachovia Securities Experience 2001 - 2002
Job Senior Principal Consultant SME & Business Analyst PM
Industry Financial Services
Experience
BFSI Financial Services 2012 - 2015
Infosys Consulting - UBS Wealth Management BPO 2011 - 2012
CSC Consulting - Morgan Stanley Wealth Management 2009 - 2010
ICS International Consulting BPO 2003 - 2009
Wachovia Securities 2001 - 2002
Research Systems Inc. 1999 - 2001
Cedel 1992 - 1998
Kidder Peabody & Co. 1989 - 1992
Goldman Sachs 1987 - 1989
Skills
Quality Assurance, Credit Risk, Applicant Tracking..., Stakeholder Management, Human Resources, Financial Services, Vendor Management, Capital Markets, Portfolio Management, Trading, Securities, Relationship Management, Management, Wealth Management, Business Analysis, Finance, Risk Management, Business Process..., Integration, Process Improvement, Change Management, Requirements Gathering, Management Consulting, Financial Risk, Requirements Analysis, Talent Acquisition, Performance Management, Business Transformation, Consulting, Governance, User Acceptance Testing, Talent Management, Business Process, Fixed Income, Back Office, Project Management, Recruiting, Outsourcing, Settlement, Asset Managment, Business Requirements, Resource Management, Equities, Onboarding, Financial Markets, Employee Engagement, Sourcing, Business Process..., SDLC, Analysis
Education
Saint Joseph's College
Bachelor of Science, Organizational Management
BFSI Financial Services 2012 - 2015
Infosys Consulting - UBS Wealth Management BPO 2011 - 2012
CSC Consulting - Morgan Stanley Wealth Management 2009 - 2010
ICS International Consulting BPO 2003 - 2009
Wachovia Securities 2001 - 2002
Research Systems Inc. 1999 - 2001
Cedel 1992 - 1998
Kidder Peabody & Co. 1989 - 1992
Goldman Sachs 1987 - 1989
Skills
Quality Assurance, Credit Risk, Applicant Tracking..., Stakeholder Management, Human Resources, Financial Services, Vendor Management, Capital Markets, Portfolio Management, Trading, Securities, Relationship Management, Management, Wealth Management, Business Analysis, Finance, Risk Management, Business Process..., Integration, Process Improvement, Change Management, Requirements Gathering, Management Consulting, Financial Risk, Requirements Analysis, Talent Acquisition, Performance Management, Business Transformation, Consulting, Governance, User Acceptance Testing, Talent Management, Business Process, Fixed Income, Back Office, Project Management, Recruiting, Outsourcing, Settlement, Asset Managment, Business Requirements, Resource Management, Equities, Onboarding, Financial Markets, Employee Engagement, Sourcing, Business Process..., SDLC, Analysis
Education
Saint Joseph's College
Bachelor of Science, Organizational Management
Mike Carley, PHR's Wachovia Securities Experience April 2006 - July 2009
Job Recruiter at Camping World/Good Sam and AutoMatch USA
Industry Human Resources
Experience
Camping World and Good Sam December 2014 - Present
AutoMatch USA December 2014 - Present
TBC Corporation October 2009 - November 2014
Wachovia Securities April 2006 - July 2009
Tradesmen International September 2004 - April 2006
Advance America July 2003 - September 2004
Skills
Leadership, Training, Applicant Tracking..., Recruiting, Retail, Sales Process, Team Building, Management, Talent Acquisition, Employee Benefits, Teamwork, Sales, Time Management, Onboarding, Human Resources, Marketing, Customer Service, Sales Management, Business Development, Account Management, CRM, Technical Recruiting, Project Management, New Business Development, Finance, Succession Planning, Sourcing, Customer Satisfaction, Employee Relations, Vendor Management, Performance Management, Budgets, Project Planning, Coaching, Business Analysis, HRIS, Business Strategy, Process Improvement, Leadership Development, Deferred Compensation, Management Consulting, Employee Training, Risk Management, Customer Retention, Internet Recruiting, Temporary Placement, Building Relationships, Interviews, Forecasting, Sales Operations
Education
State University of New York College at Potsdam 1994 — 1998
B.A., Employment and Labor Relations
Camping World and Good Sam December 2014 - Present
AutoMatch USA December 2014 - Present
TBC Corporation October 2009 - November 2014
Wachovia Securities April 2006 - July 2009
Tradesmen International September 2004 - April 2006
Advance America July 2003 - September 2004
Skills
Leadership, Training, Applicant Tracking..., Recruiting, Retail, Sales Process, Team Building, Management, Talent Acquisition, Employee Benefits, Teamwork, Sales, Time Management, Onboarding, Human Resources, Marketing, Customer Service, Sales Management, Business Development, Account Management, CRM, Technical Recruiting, Project Management, New Business Development, Finance, Succession Planning, Sourcing, Customer Satisfaction, Employee Relations, Vendor Management, Performance Management, Budgets, Project Planning, Coaching, Business Analysis, HRIS, Business Strategy, Process Improvement, Leadership Development, Deferred Compensation, Management Consulting, Employee Training, Risk Management, Customer Retention, Internet Recruiting, Temporary Placement, Building Relationships, Interviews, Forecasting, Sales Operations
Education
State University of New York College at Potsdam 1994 — 1998
B.A., Employment and Labor Relations
Russ Harper's Wachovia Securities Experience 2004 - 2004
Job Consultant at Carlisle & Gallagher Consulting Group
Industry Information Technology and Services
Experience
Carlisle & Gallagher Consulting Group March 2008 - Present
Goochland Technology Solutions July 2003 - Present
Circuit City October 2006 - March 2008
Affinion Loyalty (Formerly Trilegiant Loyalty) November 2004 - October 2006
Wachovia Securities 2004 - 2004
Capital One 1998 - 2002
Harris Publishing 1994 - 1998
Skills
Visio, SQL, MS Project, PL/SQL, Microsoft SQL Server, Toad, C#, Windows NT, C++, UML, XP, PowerPoint, Analysis, Unix, Windows XP, Software Development
Education
Strome College of Business 1990 — 1994
MBA, Mgmt, Marketing
Virginia Polytechnic Institute and State University 1980 — 1985
BS-IEOR, Industrial Engineering
Carlisle & Gallagher Consulting Group March 2008 - Present
Goochland Technology Solutions July 2003 - Present
Circuit City October 2006 - March 2008
Affinion Loyalty (Formerly Trilegiant Loyalty) November 2004 - October 2006
Wachovia Securities 2004 - 2004
Capital One 1998 - 2002
Harris Publishing 1994 - 1998
Skills
Visio, SQL, MS Project, PL/SQL, Microsoft SQL Server, Toad, C#, Windows NT, C++, UML, XP, PowerPoint, Analysis, Unix, Windows XP, Software Development
Education
Strome College of Business 1990 — 1994
MBA, Mgmt, Marketing
Virginia Polytechnic Institute and State University 1980 — 1985
BS-IEOR, Industrial Engineering
Jeffery P. (Jeff) Paulsen's Wachovia Securities Experience August 2006 - July 2008
Job Senior Vice President, Complex Manager, Private Client Group, at Janney Montgomery Scott, LLC
Industry Financial Services
Experience
Janney Montgomery Scott, LLC 2010 - Present
Wells Fargo Advisors, LLC July 2008 - July 2010
Wachovia Securities August 2006 - July 2008
Morgan Stanley July 2002 - May 2006
Skills
Wealth Management, Mutual Funds, Retirement Planning, Securities, Asset Allocation, Series 7, Investment Advisory, Series 63, Series 24, Series 65, Investment Strategies, Retirement, Alternative Investments, Financial Advisory, FINRA
Education
Southern Illinois University, Carbondale 1977 — 1978
Master of Science incomplete, Physical Education, Did not graduate
Southern Illinois University, Carbondale 1973 — 1977
BS, Education
University of Pennsylvania
Wharton School of Executive Education, Morgan Stanley Senior Management Development Program
Janney Montgomery Scott, LLC 2010 - Present
Wells Fargo Advisors, LLC July 2008 - July 2010
Wachovia Securities August 2006 - July 2008
Morgan Stanley July 2002 - May 2006
Skills
Wealth Management, Mutual Funds, Retirement Planning, Securities, Asset Allocation, Series 7, Investment Advisory, Series 63, Series 24, Series 65, Investment Strategies, Retirement, Alternative Investments, Financial Advisory, FINRA
Education
Southern Illinois University, Carbondale 1977 — 1978
Master of Science incomplete, Physical Education, Did not graduate
Southern Illinois University, Carbondale 1973 — 1977
BS, Education
University of Pennsylvania
Wharton School of Executive Education, Morgan Stanley Senior Management Development Program
buck singer's Wachovia Securities Experience
Job assoc. vice president at wachovia securities
Industry Financial Services
Experience
wachovia securities
Skills
Wealth Management, Estate Planning, Life Insurance, Alternative Investments, Microsoft Office, Mortgage Lending, New Business Development, Leadership, Entrepreneurship, Tax, Event Management, Customer Service, Financial Services, Social Media, Business Development, Banking, Strategy, Business Planning, Investments, Retirement, Financial Advisory, Retirement Planning, Real Estate, Asset Allocation, Investment Strategies, Variable Annuities, Commercial Banking, Relationship Management, Small Business, Capital Markets, Strategic Financial..., Series 63, Sales Management, Fixed Income, Asset Management, Credit, Investment Advisory, Mutual Funds, Loans, Series 7, Management, Team Building
Education
State University of New York College at Buffalo 1959 — 1963
wachovia securities
Skills
Wealth Management, Estate Planning, Life Insurance, Alternative Investments, Microsoft Office, Mortgage Lending, New Business Development, Leadership, Entrepreneurship, Tax, Event Management, Customer Service, Financial Services, Social Media, Business Development, Banking, Strategy, Business Planning, Investments, Retirement, Financial Advisory, Retirement Planning, Real Estate, Asset Allocation, Investment Strategies, Variable Annuities, Commercial Banking, Relationship Management, Small Business, Capital Markets, Strategic Financial..., Series 63, Sales Management, Fixed Income, Asset Management, Credit, Investment Advisory, Mutual Funds, Loans, Series 7, Management, Team Building
Education
State University of New York College at Buffalo 1959 — 1963
Tina Weatherford's Wachovia Securities Experience June 2004 - Present
Job Executive Assistant at Wachovia Securities and Student at Strayer University
Industry Capital Markets
Experience
Wachovia Securities June 2004 - Present
Infilco Degremont June 1999 - June 2004
Education
Strayer University 2006 — 2008
Wachovia Securities June 2004 - Present
Infilco Degremont June 1999 - June 2004
Education
Strayer University 2006 — 2008
Scott Nuttall's Wachovia Securities Experience 1989 - 2000
Job Associate Financial Advisor, Vice President, Compass Financial
Industry Financial Services
Experience
Compass Financial, A financial advisory practice of Ameriprise Financial Services, Inc. October 2014 - Present
Janney Montgomery Scott LLC February 2000 - September 2014
Prudential Securities 1989 - 2000
Wachovia Securities 1989 - 2000
Home Port Agency 1987 - 1989
Prudential-Bache 1985 - 1989
Education
Stockton University 1989 — 2001
ACCC 1988 — 1989
Transferred, Business Administration
Holy Spirit High School 1981 — 1985
Compass Financial, A financial advisory practice of Ameriprise Financial Services, Inc. October 2014 - Present
Janney Montgomery Scott LLC February 2000 - September 2014
Prudential Securities 1989 - 2000
Wachovia Securities 1989 - 2000
Home Port Agency 1987 - 1989
Prudential-Bache 1985 - 1989
Education
Stockton University 1989 — 2001
ACCC 1988 — 1989
Transferred, Business Administration
Holy Spirit High School 1981 — 1985
Reinhard, Kevin's Wachovia Securities Experience 2000 - 2009
Job Director of Short End Rates Trading at Wells Fargo Securities, LLC
Industry Capital Markets
Experience
Wells Fargo Securities 2015 - Present
Wells Fargo Securities 2009 - 2015
Wachovia Securities 2000 - 2009
Education
State University of New York College at Buffalo 1996 — 2000
Bachelor of Science in Business Administration, Finance and Marketing
Wells Fargo Securities 2015 - Present
Wells Fargo Securities 2009 - 2015
Wachovia Securities 2000 - 2009
Education
State University of New York College at Buffalo 1996 — 2000
Bachelor of Science in Business Administration, Finance and Marketing
Shel Howell's Wachovia Securities Experience August 2000 - Present
Job Senior Operation Specialist at Wachovia Securities
Industry Financial Services
Experience
Wachovia Securities August 2000 - Present
Education
Stony Brook University 1996 — 2000
Wachovia Securities August 2000 - Present
Education
Stony Brook University 1996 — 2000
Scott Schoenewolf's Wachovia Securities Experience December 2002 - May 2009
Job Sr. Credit Risk Officer at Banc of America Leasing Global Corporate Aircraft Finance
Industry Banking
Experience
Banc of America Leasing - Global Corporate Aircraft Finance July 2009 - Present
Wachovia Securities December 2002 - May 2009
Moody's Investors Service June 1999 - October 2002
Skills
Credit Analysis, Portfolio Management, Credit, Asset Management, Valuation, Finance, Loans, Financial Modeling, Corporate Finance, Investment Banking, Credit Risk, Commercial Lending, Commercial Banking, Underwriting, Relationship Management, Securities, Financial Services, Capital Markets, Banking, Asset Based Lending, Structured Finance, Derivatives, Financial Analysis, Wealth Management, Financial Structuring, Risk Management, Investments
Education
Susquehanna University 1988 — 1992
Banc of America Leasing - Global Corporate Aircraft Finance July 2009 - Present
Wachovia Securities December 2002 - May 2009
Moody's Investors Service June 1999 - October 2002
Skills
Credit Analysis, Portfolio Management, Credit, Asset Management, Valuation, Finance, Loans, Financial Modeling, Corporate Finance, Investment Banking, Credit Risk, Commercial Lending, Commercial Banking, Underwriting, Relationship Management, Securities, Financial Services, Capital Markets, Banking, Asset Based Lending, Structured Finance, Derivatives, Financial Analysis, Wealth Management, Financial Structuring, Risk Management, Investments
Education
Susquehanna University 1988 — 1992
Ruth Anne Fulhorst's Wachovia Securities Experience May 2007 - Present
Job Data Management Relationship Manager
Industry Financial Services
Experience
Wells Fargo Advisors 2009 - Present
Wells Fargo Advisors, LLC 2008 - Present
Wachovia Securities May 2007 - Present
A.G. Edwards & Sons, Inc. June 1984 - May 2007
Education
Barrington University 2000 — 2002
BS, Management Information Systems
St. Louis Community College 1981 — 1983
AAS, Data Processing
University of Missouri-Saint Louis
Wells Fargo Advisors 2009 - Present
Wells Fargo Advisors, LLC 2008 - Present
Wachovia Securities May 2007 - Present
A.G. Edwards & Sons, Inc. June 1984 - May 2007
Education
Barrington University 2000 — 2002
BS, Management Information Systems
St. Louis Community College 1981 — 1983
AAS, Data Processing
University of Missouri-Saint Louis
Ryan J. Baker's Wachovia Securities Experience April 2007 - May 2008
Job
Industry Financial Services
Experience
Societe Generale Corporate and Investment Banking - SGCIB April 2015 - Present
Societe Generale Corporate and Investment Banking - SGCIB January 2015 - April 2015
Newedge October 2013 - January 2015
Newedge December 2009 - October 2013
Legent Clearing April 2009 - December 2009
Legent Clearing May 2008 - April 2009
Wachovia Securities April 2007 - May 2008
Neovest Trading August 2002 - June 2006
FSC Securities January 1999 - October 2001
Skills
Options, Equities, Electronic Trading, Trading Systems, Equity Trading, Financial Markets, Exchange Connectivity, ETFs, Equity Derivatives, Back Office, Order Routing, 15c3-5, Clearing Houses, Order Management, Low Latency, Securities Regulation, Compliance, Trading, Securities, Prime Brokerage
Education
Skidmore College 1994 — 1998
BA, Business and Government
Stevens High School, Claremont, NH 1990 — 1994
Societe Generale Corporate and Investment Banking - SGCIB April 2015 - Present
Societe Generale Corporate and Investment Banking - SGCIB January 2015 - April 2015
Newedge October 2013 - January 2015
Newedge December 2009 - October 2013
Legent Clearing April 2009 - December 2009
Legent Clearing May 2008 - April 2009
Wachovia Securities April 2007 - May 2008
Neovest Trading August 2002 - June 2006
FSC Securities January 1999 - October 2001
Skills
Options, Equities, Electronic Trading, Trading Systems, Equity Trading, Financial Markets, Exchange Connectivity, ETFs, Equity Derivatives, Back Office, Order Routing, 15c3-5, Clearing Houses, Order Management, Low Latency, Securities Regulation, Compliance, Trading, Securities, Prime Brokerage
Education
Skidmore College 1994 — 1998
BA, Business and Government
Stevens High School, Claremont, NH 1990 — 1994
John Sickmon's Wachovia Securities Experience September 2000 - October 2005
Job Senior Business Analyst
Industry Financial Services
Experience
Syracuse University September 2006 - Present
Evergreen Investments October 2005 - July 2006
Wachovia Securities September 2000 - October 2005
First Union Brokerage April 1998 - September 2000
First Union Brokerage June 1997 - April 1998
Skills
Project Management, Cross-functional Team..., Testing
Education
State University of New York College at Oswego
Syracuse University September 2006 - Present
Evergreen Investments October 2005 - July 2006
Wachovia Securities September 2000 - October 2005
First Union Brokerage April 1998 - September 2000
First Union Brokerage June 1997 - April 1998
Skills
Project Management, Cross-functional Team..., Testing
Education
State University of New York College at Oswego
Will Steubing's Wachovia Securities Experience July 2005 - Present
Job Associate at Wachovia
Industry Banking
Experience
Wachovia Securities July 2005 - Present
O'Connor and Associates May 2005 - July 2005
Beckendorf Investments January 2004 - July 2005
Benefit Planners, Inc. June 1996 - August 1999
Education
Texas A&M University - Mays Business School 2004 — 2005
Master, Land Economics & Real Estate
Texas A&M University 2000 — 2004
Bachelor of Science, Agricultural Economics
Wachovia Securities July 2005 - Present
O'Connor and Associates May 2005 - July 2005
Beckendorf Investments January 2004 - July 2005
Benefit Planners, Inc. June 1996 - August 1999
Education
Texas A&M University - Mays Business School 2004 — 2005
Master, Land Economics & Real Estate
Texas A&M University 2000 — 2004
Bachelor of Science, Agricultural Economics
Jeffrey Hawthorne, MBA's Wachovia Securities Experience March 2006 - March 2009
Job VP, PM Consumer PMO Citizens Financial Group
Industry Financial Services
Experience
Citizens Financial Group, Inc. August 2013 - Present
Capital One October 2011 - July 2013
Capital One March 2011 - October 2011
Capital One July 2009 - March 2011
Wachovia Securities March 2006 - March 2009
KFORCE Government Solutions September 2005 - March 2006
Booz Allen Hamilton September 2004 - September 2005
Booz Allen Hamilton September 2003 - September 2004
Anteon Now General Dynamics January 2003 - September 2003
Burke Consortium Inc August 2001 - January 2003
Skills
Business Process..., Process Improvement, Business Analysis, Risk Management, Project Management, PMO, Integration, Management Consulting, Management, Analysis, Software Documentation, Training, Quality Assurance, Strategic Planning, Budgets, Financial Risk, Human Resources, SDLC, PMP, Vendor Management, Auditing, Project Portfolio..., Project Planning
Education
Strayer University 2003 — 2008
MBA, Business Administration with Emphasis in Management
Strayer University 1998 — 2001
Bachelors of Science, Business Administration
Citizens Financial Group, Inc. August 2013 - Present
Capital One October 2011 - July 2013
Capital One March 2011 - October 2011
Capital One July 2009 - March 2011
Wachovia Securities March 2006 - March 2009
KFORCE Government Solutions September 2005 - March 2006
Booz Allen Hamilton September 2004 - September 2005
Booz Allen Hamilton September 2003 - September 2004
Anteon Now General Dynamics January 2003 - September 2003
Burke Consortium Inc August 2001 - January 2003
Skills
Business Process..., Process Improvement, Business Analysis, Risk Management, Project Management, PMO, Integration, Management Consulting, Management, Analysis, Software Documentation, Training, Quality Assurance, Strategic Planning, Budgets, Financial Risk, Human Resources, SDLC, PMP, Vendor Management, Auditing, Project Portfolio..., Project Planning
Education
Strayer University 2003 — 2008
MBA, Business Administration with Emphasis in Management
Strayer University 1998 — 2001
Bachelors of Science, Business Administration
Cathy Wilson's Wachovia Securities Experience 2005 - July 2010
Job Communications Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2013 - Present
Wells Fargo Advisors June 2005 - Present
Wachovia Securities 2005 - July 2010
A.G. Edwards & Sons, Inc. 2000 - 2004
Education
St. Louis Community College 2006 — 2009
Graphic Design
Wells Fargo Advisors April 2013 - Present
Wells Fargo Advisors June 2005 - Present
Wachovia Securities 2005 - July 2010
A.G. Edwards & Sons, Inc. 2000 - 2004
Education
St. Louis Community College 2006 — 2009
Graphic Design
James E. Jordan's Wachovia Securities Experience January 2002 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Wachovia Securities January 2002 - Present
G&L Partners, LLC March 2001 - January 2002
Morgan Stanley April 1993 - April 1997
Skills
Portfolio Management, Trading, Fixed Income, Investments, Equities, Equity Trading, Risk Management
Education
St. Francis University 1988 — 1992
Wachovia Securities January 2002 - Present
G&L Partners, LLC March 2001 - January 2002
Morgan Stanley April 1993 - April 1997
Skills
Portfolio Management, Trading, Fixed Income, Investments, Equities, Equity Trading, Risk Management
Education
St. Francis University 1988 — 1992
Lilah Loughran's Wachovia Securities Experience October 2000 - February 2004
Job Vice President Private Banking Compliance Officer at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse April 2013 - Present
Macquarie Group August 2010 - April 2013
Sumitomo Mitsui Banking Corporation May 2009 - July 2010
Barclays Capital March 2009 - May 2009
Lehman Brothers February 2004 - October 2008
Wachovia Securities October 2000 - February 2004
Skills
Fixed Income, AML, Alternative Investments, Private Equity, Investment Banking, Capital Markets, Equities, Securities, Derivatives, Hedge Funds, Asset Management, Bloomberg, Financial Risk, Financial Markets, Financial Services, Options, Prime Brokerage, Series 7, Structured Products, Trading
Education
Syracuse University 1996 — 2000
Teaneck High School
Credit Suisse April 2013 - Present
Macquarie Group August 2010 - April 2013
Sumitomo Mitsui Banking Corporation May 2009 - July 2010
Barclays Capital March 2009 - May 2009
Lehman Brothers February 2004 - October 2008
Wachovia Securities October 2000 - February 2004
Skills
Fixed Income, AML, Alternative Investments, Private Equity, Investment Banking, Capital Markets, Equities, Securities, Derivatives, Hedge Funds, Asset Management, Bloomberg, Financial Risk, Financial Markets, Financial Services, Options, Prime Brokerage, Series 7, Structured Products, Trading
Education
Syracuse University 1996 — 2000
Teaneck High School
Sean Scocca's Wachovia Securities Experience April 2008 - February 2009
Job Freedom Mortgage
Industry Financial Services
Experience
Freedom Mortgage August 2013 - Present
Veri-tax April 2012 - August 2013
Univers Workplace Solutions March 2009 - April 2012
Wachovia Securities April 2008 - February 2009
Skills
Variable Annuities, Salesforce.com, Sales, Account Management, Business Development, Brokers, Banking, Sales Process, Lead Generation, Selling, Team Building, Recruiting, Process Improvement, Training, Loans, Insurance, Finance, Employee Benefits
Education
Richard Stockton College of New Jersey 2002 — 2007
Bachelor of Science (BS), Finance
Freedom Mortgage August 2013 - Present
Veri-tax April 2012 - August 2013
Univers Workplace Solutions March 2009 - April 2012
Wachovia Securities April 2008 - February 2009
Skills
Variable Annuities, Salesforce.com, Sales, Account Management, Business Development, Brokers, Banking, Sales Process, Lead Generation, Selling, Team Building, Recruiting, Process Improvement, Training, Loans, Insurance, Finance, Employee Benefits
Education
Richard Stockton College of New Jersey 2002 — 2007
Bachelor of Science (BS), Finance
David Severance's Wachovia Securities Experience August 1999 - August 2000
Job Senior Vice President/Investments at Davenport and Company/Financial Advisor
Industry Financial Services
Experience
Davenport and Company December 2009 - Present
UBS Financial Services Inc. August 2000 - March 2010
Wachovia Securities August 1999 - August 2000
IJL / Wachovia February 1993 - January 1999
Business Express Airlines February 1992 - February 1993
US Army May 1985 - August 1991
Skills
Wealth Management, Investments, Strategic Financial..., Asset Allocation, Securities, Insurance, Financial Advisory, Financial Services, Finance, FINRA, Series 7, Strategic Planning, Retirement Planning, Cash Management, Series 63, Leadership, Mutual Funds, Asset Management, Due Diligence, Retirement, Financial Planning
Education
The Citadel 1981 — 1985
BS, Business Administration
Davenport and Company December 2009 - Present
UBS Financial Services Inc. August 2000 - March 2010
Wachovia Securities August 1999 - August 2000
IJL / Wachovia February 1993 - January 1999
Business Express Airlines February 1992 - February 1993
US Army May 1985 - August 1991
Skills
Wealth Management, Investments, Strategic Financial..., Asset Allocation, Securities, Insurance, Financial Advisory, Financial Services, Finance, FINRA, Series 7, Strategic Planning, Retirement Planning, Cash Management, Series 63, Leadership, Mutual Funds, Asset Management, Due Diligence, Retirement, Financial Planning
Education
The Citadel 1981 — 1985
BS, Business Administration
Jennifer Schultze's Wachovia Securities Experience June 1998 - October 2009
Job Compliance Officer at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co. April 2011 - Present
Wells Fargo Advisors, LLC October 2009 - April 2011
Wachovia Securities June 1998 - October 2009
A.G. Edwards & Sons, Inc. 1999 - 2008
Education
Southwest Illinois College 2002 — 2004
Associates, Arts
Southern Illinois University, Carbondale 1992 — 1994
Benjamin F. Edwards & Co. April 2011 - Present
Wells Fargo Advisors, LLC October 2009 - April 2011
Wachovia Securities June 1998 - October 2009
A.G. Edwards & Sons, Inc. 1999 - 2008
Education
Southwest Illinois College 2002 — 2004
Associates, Arts
Southern Illinois University, Carbondale 1992 — 1994
Michael Storti's Wachovia Securities Experience June 2001 - March 2009
Job Controller at Keiter
Industry Financial Services
Experience
Keiter April 2013 - Present
Fahrenheit Finance September 2012 - April 2013
Capital One January 2012 - August 2012
Capital One November 2010 - January 2012
Anesthesia Management Services Organization, LLC September 2009 - July 2010
Colonial Trail PTA 2007 - 2010
Wachovia Securities June 2001 - March 2009
Wachovia (Securities) 2001 - March 2009
QualChoice February 2001 - June 2001
Soltech Group, Inc. December 1997 - February 2001
Skills
Forecasting, Cross-functional Team..., Accounting, Budgets, Finance, Analysis, Management, Account Reconciliation, Project Management, General Ledger
Education
Temple University 1985 — 1988
Master of Business Administration, Finance
Villanova University 1977 — 1981
Bachelor of Science (BS), Accounting
Keiter April 2013 - Present
Fahrenheit Finance September 2012 - April 2013
Capital One January 2012 - August 2012
Capital One November 2010 - January 2012
Anesthesia Management Services Organization, LLC September 2009 - July 2010
Colonial Trail PTA 2007 - 2010
Wachovia Securities June 2001 - March 2009
Wachovia (Securities) 2001 - March 2009
QualChoice February 2001 - June 2001
Soltech Group, Inc. December 1997 - February 2001
Skills
Forecasting, Cross-functional Team..., Accounting, Budgets, Finance, Analysis, Management, Account Reconciliation, Project Management, General Ledger
Education
Temple University 1985 — 1988
Master of Business Administration, Finance
Villanova University 1977 — 1981
Bachelor of Science (BS), Accounting
David Eller's Wachovia Securities Experience June 2007 - July 2007
Job High Yield Research
Industry Capital Markets
Experience
Wells Fargo July 2011 - Present
Raymond James September 2009 - July 2011
Raymond James October 2008 - September 2009
ProLogis August 2007 - April 2008
Wachovia Securities June 2007 - July 2007
Education
Tecnológico de Monterrey 2007 — 2008
Certificate
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
Bachelor of Science
Wells Fargo July 2011 - Present
Raymond James September 2009 - July 2011
Raymond James October 2008 - September 2009
ProLogis August 2007 - April 2008
Wachovia Securities June 2007 - July 2007
Education
Tecnológico de Monterrey 2007 — 2008
Certificate
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
Bachelor of Science
Ian O'Donnell's Wachovia Securities Experience 2006 - 2009
Job Campus Underwriting Manager
Industry Banking
Experience
SunTrust Bank June 2014 - Present
Capital One November 2011 - June 2014
Wells Fargo Home Mortgage 2009 - September 2011
Wachovia Securities 2006 - 2009
Total Mortgage Services, LLC 2004 - 2006
Skills
Consumer Lending, Credit, Credit Analysis, Credit Risk, FHA, Leadership, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Mortgage Underwriting
Education
Southern Connecticut State University 1997 — 2001
Bachelor's degree, Business Administration and Management, General
SunTrust Bank June 2014 - Present
Capital One November 2011 - June 2014
Wells Fargo Home Mortgage 2009 - September 2011
Wachovia Securities 2006 - 2009
Total Mortgage Services, LLC 2004 - 2006
Skills
Consumer Lending, Credit, Credit Analysis, Credit Risk, FHA, Leadership, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Mortgage Underwriting
Education
Southern Connecticut State University 1997 — 2001
Bachelor's degree, Business Administration and Management, General
Jeffrey Brush's Wachovia Securities Experience January 1997 - March 2009
Job Team Lead/Securities Operations Service Specialist Fixed Income at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2014 - Present
Capital One February 2013 - December 2013
Collabera / Capitol One September 2012 - December 2012
Beachbody 2011 - 2012
Wells Fargo Advisors July 2010 - December 2011
Wachovia Securities January 1997 - March 2009
Skills
Account Reconciliation, Risk Management, SOX, SDLC, Business Analysis, Securities, Sarbanes-Oxley Act, Management, Operations Management, Budgets, Financial Risk, Process Improvement, Project Management, Quality Assurance
Education
State College of Florida-Manatee-Sarasota
Wells Fargo Advisors April 2014 - Present
Capital One February 2013 - December 2013
Collabera / Capitol One September 2012 - December 2012
Beachbody 2011 - 2012
Wells Fargo Advisors July 2010 - December 2011
Wachovia Securities January 1997 - March 2009
Skills
Account Reconciliation, Risk Management, SOX, SDLC, Business Analysis, Securities, Sarbanes-Oxley Act, Management, Operations Management, Budgets, Financial Risk, Process Improvement, Project Management, Quality Assurance
Education
State College of Florida-Manatee-Sarasota
John McCarthy's Wachovia Securities Experience 2004 - 2008
Job Chief Human Resources Officer at Horace Mann
Industry Insurance
Experience
The Horace Mann Companies 2014 - Present
Guardian Life Insurance 2008 - 2014
Wachovia Securities 2004 - 2008
Wachovia Bank 2001 - 2004
Wachovia Bank 1999 - 2001
Wachovia Bank 1998 - 1999
JP Morgan Co 1982 - 1997
Skills
Human Resources, Employee Relations, Performance Management, Strategic Planning, Recruiting, Talent Management, Executive Search, Strategy, Risk Management, Management, Mergers & Acquisitions, Leadership, Employee Benefits, Integration, Outsourcing, Succession Planning, Change Management, Leadership Development, Deferred Compensation, Executive Management, Portfolio Management, Finance, Talent Acquisition, Restructuring, Vendor Management, Organizational..., Employee Engagement, Applicant Tracking..., Executive Coaching, Organizational..., Personnel Management, Process Improvement, Management Consulting, Training, Financial Services, HRIS, Organizational Design, Workforce Planning, Onboarding, Executive Pay, Human Capital, Consulting, 401k
Education
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science (BS), Marketing
University of Pennsylvania - The Wharton School
Securities Institute of America
The Horace Mann Companies 2014 - Present
Guardian Life Insurance 2008 - 2014
Wachovia Securities 2004 - 2008
Wachovia Bank 2001 - 2004
Wachovia Bank 1999 - 2001
Wachovia Bank 1998 - 1999
JP Morgan Co 1982 - 1997
Skills
Human Resources, Employee Relations, Performance Management, Strategic Planning, Recruiting, Talent Management, Executive Search, Strategy, Risk Management, Management, Mergers & Acquisitions, Leadership, Employee Benefits, Integration, Outsourcing, Succession Planning, Change Management, Leadership Development, Deferred Compensation, Executive Management, Portfolio Management, Finance, Talent Acquisition, Restructuring, Vendor Management, Organizational..., Employee Engagement, Applicant Tracking..., Executive Coaching, Organizational..., Personnel Management, Process Improvement, Management Consulting, Training, Financial Services, HRIS, Organizational Design, Workforce Planning, Onboarding, Executive Pay, Human Capital, Consulting, 401k
Education
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science (BS), Marketing
University of Pennsylvania - The Wharton School
Securities Institute of America
Danielle Esposito's Wachovia Securities Experience August 2006 - January 2007
Job Vice President, Commercial Real Estate Lending at Santander Bank, N.A.
Industry Commercial Real Estate
Experience
Santander Bank, N.A. May 2014 - Present
Santander Bank, N.A. September 2012 - May 2014
Santander Bank, N.A. April 2011 - September 2012
Wells Fargo January 2007 - March 2011
Wachovia Securities August 2006 - January 2007
HSBC December 2005 - August 2006
Skills
Asset Managment, Credit Analysis, Account Reconciliation, Analysis, Asset Management, Banking, Commercial Mortgages, Finance, Financial Modeling, Portfolio Management, Real Estate, Structured Finance, Loans, Financial Analysis, Management, Valuation
Education
State University of New York College at Oswego 2001 — 2006
MBA, Finance
Santander Bank, N.A. May 2014 - Present
Santander Bank, N.A. September 2012 - May 2014
Santander Bank, N.A. April 2011 - September 2012
Wells Fargo January 2007 - March 2011
Wachovia Securities August 2006 - January 2007
HSBC December 2005 - August 2006
Skills
Asset Managment, Credit Analysis, Account Reconciliation, Analysis, Asset Management, Banking, Commercial Mortgages, Finance, Financial Modeling, Portfolio Management, Real Estate, Structured Finance, Loans, Financial Analysis, Management, Valuation
Education
State University of New York College at Oswego 2001 — 2006
MBA, Finance
Jennifer Beadle's Wachovia Securities Experience April 2008 - March 2009
Job GA at Southern Illinois University Edwardsville
Industry Information Technology and Services
Experience
SIUE August 2012 - August 2012
Southern Illinois University Edwardsville August 2011 - August 2012
Wachovia Securities April 2008 - March 2009
A.G. Edwards & Sons, Inc. 2000 - 2009
AG Edwards / Wachovia 2000 - 2009
A.G. Edwards April 2000 - April 2008
Sigma Aldrich 1999 - 2000
Sigma Aldrich 1997 - 1999
Sigma Aldrich February 1993 - 1996
Sigma Aldrich 1990 - 1993
Skills
Microsoft Excel, Microsoft Word, Unix, Operating Systems, Research, Microsoft Office, PowerPoint, Outlook, Customer Service, Windows, Teaching, Databases, Testing, Time Management, Community Outreach, Access, Training, System Administration, Software Documentation, Program Management, Visio, Fundraising
Education
Southern Illinois University, Edwardsville 2011 — 2012
Master of Social Work (MSW), Social Work, 4.0
Southern Illinois University, Edwardsville 2008 — 2011
BSW, SOCW
SouthWestern Illinois College 1984 — 1997
BSW, SOCW
Southern Illinois University, Edwardsville
Master of Social Work (MSW), Social Work
SIUE August 2012 - August 2012
Southern Illinois University Edwardsville August 2011 - August 2012
Wachovia Securities April 2008 - March 2009
A.G. Edwards & Sons, Inc. 2000 - 2009
AG Edwards / Wachovia 2000 - 2009
A.G. Edwards April 2000 - April 2008
Sigma Aldrich 1999 - 2000
Sigma Aldrich 1997 - 1999
Sigma Aldrich February 1993 - 1996
Sigma Aldrich 1990 - 1993
Skills
Microsoft Excel, Microsoft Word, Unix, Operating Systems, Research, Microsoft Office, PowerPoint, Outlook, Customer Service, Windows, Teaching, Databases, Testing, Time Management, Community Outreach, Access, Training, System Administration, Software Documentation, Program Management, Visio, Fundraising
Education
Southern Illinois University, Edwardsville 2011 — 2012
Master of Social Work (MSW), Social Work, 4.0
Southern Illinois University, Edwardsville 2008 — 2011
BSW, SOCW
SouthWestern Illinois College 1984 — 1997
BSW, SOCW
Southern Illinois University, Edwardsville
Master of Social Work (MSW), Social Work
Laurie Denton's Wachovia Securities Experience April 2002 - July 2008
Job Mortgage Specialist at SunTrust Mortgage
Industry Financial Services
Experience
SunTrust Mortgage December 2009 - Present
Wachovia Securities April 2002 - July 2008
Capital One June 1998 - April 2002
Caston’s Studio and Fox Photo June 1993 - June 1998
Education
Strayer University (VA) 2006 — 2012
Bachelor of Science (B.S.), Internetworking Technology, 3.59
SunTrust Mortgage December 2009 - Present
Wachovia Securities April 2002 - July 2008
Capital One June 1998 - April 2002
Caston’s Studio and Fox Photo June 1993 - June 1998
Education
Strayer University (VA) 2006 — 2012
Bachelor of Science (B.S.), Internetworking Technology, 3.59
Brian Bechtold's Wachovia Securities Experience March 2005 - July 2008
Job Financial Accounting Manager at BB&T Securities
Industry Financial Services
Experience
BB&T Securities March 2011 - Present
BB&T Securities July 2008 - March 2011
Wachovia Securities March 2005 - July 2008
Wachovia Securities April 2002 - March 2005
Reeves International September 2001 - April 2002
Ameriprise Financial Advisors April 2000 - September 2001
Education
Wake Forest University 2014 — 2015
BB&T Banking School, Distinguished graduate
Strayer University 1996 — 1998
Bachelor’s Degree, Business Administration and Management, General
BB&T Securities March 2011 - Present
BB&T Securities July 2008 - March 2011
Wachovia Securities March 2005 - July 2008
Wachovia Securities April 2002 - March 2005
Reeves International September 2001 - April 2002
Ameriprise Financial Advisors April 2000 - September 2001
Education
Wake Forest University 2014 — 2015
BB&T Banking School, Distinguished graduate
Strayer University 1996 — 1998
Bachelor’s Degree, Business Administration and Management, General
Larry Starr's Wachovia Securities Experience May 2007 - May 2008
Job Variable Annuities at Prudential Insurance
Industry Financial Services
Experience
Prudential Insurance August 2009 - Present
TD Bank 2008 - 2009
Wachovia Securities May 2007 - May 2008
Education
Temple University - Fox School of Business and Management 2004 — 2008
Prudential Insurance August 2009 - Present
TD Bank 2008 - 2009
Wachovia Securities May 2007 - May 2008
Education
Temple University - Fox School of Business and Management 2004 — 2008
Debbie Godfrey Griffin's Wachovia Securities Experience January 2000 - August 2005
Job Technical Consultant at Time Warner Cable Business Class
Industry Telecommunications
Experience
Time Warner Cable Business Class September 2009 - Present
Packet360 December 2006 - August 2009
Capital One February 2006 - November 2006
Wachovia Securities January 2000 - August 2005
Wachovia Securities November 1997 - January 2000
Skills
Telecommunications, Project Management, Wireless, Data Center, Cisco Technologies, Management, Integration, Switches, Unified Communications, Cloud Computing, VoIP, Telephony
Education
Strayer University 2002 — 2004
Time Warner Cable Business Class September 2009 - Present
Packet360 December 2006 - August 2009
Capital One February 2006 - November 2006
Wachovia Securities January 2000 - August 2005
Wachovia Securities November 1997 - January 2000
Skills
Telecommunications, Project Management, Wireless, Data Center, Cisco Technologies, Management, Integration, Switches, Unified Communications, Cloud Computing, VoIP, Telephony
Education
Strayer University 2002 — 2004
Richard Blackmon's Wachovia Securities Experience June 2006 - June 2007
Job Financial Analyst ExxonMobil
Industry Oil & Energy
Experience
ExxonMobil June 2014 - Present
ExxonMobil May 2013 - August 2013
Champion Technologies June 2009 - June 2012
Texas A&M University July 2007 - June 2009
Wachovia Securities June 2006 - June 2007
Sanders Morris Harris May 2005 - August 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Forecasting, Capital Budgeting, Energy, Corporate Finance, Risk Management, Due Diligence, Business Analysis, Strategic Planning, Data Analysis, Business Strategy
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, General
Texas A&M University - Mays Business School 2002 — 2006
Business, Finance, General, Magna Cum Laude
ExxonMobil June 2014 - Present
ExxonMobil May 2013 - August 2013
Champion Technologies June 2009 - June 2012
Texas A&M University July 2007 - June 2009
Wachovia Securities June 2006 - June 2007
Sanders Morris Harris May 2005 - August 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Forecasting, Capital Budgeting, Energy, Corporate Finance, Risk Management, Due Diligence, Business Analysis, Strategic Planning, Data Analysis, Business Strategy
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, General
Texas A&M University - Mays Business School 2002 — 2006
Business, Finance, General, Magna Cum Laude
Phil Gaucher's Wachovia Securities Experience September 2000 - July 2005
Job BI Developer/Architect at Ironworks Consulting
Industry Information Technology and Services
Experience
Ironworks Consulting April 2011 - Present
Health Management Corporation April 2009 - April 2011
Microsoft March 2009 - April 2009
Kennedy Investment Advisors November 2008 - March 2009
Microsoft December 2007 - November 2008
The Martin Agency February 2007 - September 2007
Health Management Corporation July 2005 - February 2007
Wachovia Securities September 2000 - July 2005
SunTrust Bank March 1999 - September 2000
First Albany Capital December 1996 - March 1999
Skills
SSIS, Microsoft SQL Server, Databases, Business Intelligence, SQL
Education
University of Richmond 2001 — 2004
Information Systems
Siena College 1992 — 1996
BS, Finance
Ironworks Consulting April 2011 - Present
Health Management Corporation April 2009 - April 2011
Microsoft March 2009 - April 2009
Kennedy Investment Advisors November 2008 - March 2009
Microsoft December 2007 - November 2008
The Martin Agency February 2007 - September 2007
Health Management Corporation July 2005 - February 2007
Wachovia Securities September 2000 - July 2005
SunTrust Bank March 1999 - September 2000
First Albany Capital December 1996 - March 1999
Skills
SSIS, Microsoft SQL Server, Databases, Business Intelligence, SQL
Education
University of Richmond 2001 — 2004
Information Systems
Siena College 1992 — 1996
BS, Finance
Chris Bleakley's Wachovia Securities Experience March 2002 - May 2008
Job Senior Audit Leader at Wells Fargo
Industry Banking
Experience
Wells Fargo November 2014 - Present
Wells Fargo July 2012 - November 2014
Wells Fargo May 2008 - July 2012
Wachovia Securities March 2002 - May 2008
Accenture August 1999 - February 2002
Fortune Brands Inc May 1997 - August 1999
International Masters Publishers September 1996 - May 1997
Software Security Inc. September 1995 - September 1996
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Bloomberg, Valuation, Investment Banking, Capital Markets, Fixed Income, Derivatives, Hedge Accounting, Finance, Corporate Finance, Risk Management, Banking
Education
UNC Charlotte 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
State University of New York College at Brockport 1993 — 1995
Bachelor of Science (BS), Accounting
Wells Fargo November 2014 - Present
Wells Fargo July 2012 - November 2014
Wells Fargo May 2008 - July 2012
Wachovia Securities March 2002 - May 2008
Accenture August 1999 - February 2002
Fortune Brands Inc May 1997 - August 1999
International Masters Publishers September 1996 - May 1997
Software Security Inc. September 1995 - September 1996
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Bloomberg, Valuation, Investment Banking, Capital Markets, Fixed Income, Derivatives, Hedge Accounting, Finance, Corporate Finance, Risk Management, Banking
Education
UNC Charlotte 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
State University of New York College at Brockport 1993 — 1995
Bachelor of Science (BS), Accounting
Jim Noeth's Wachovia Securities Experience July 2008 - November 2009
Job VP, Application System Engineer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2009 - Present
Wachovia Securities July 2008 - November 2009
A.G. Edwards & Sons, Inc. October 1978 - July 2008
A G Edwards 1978 - 2006
Chromalloy Photographic October 1977 - October 1978
Skills
Operating Systems, RAD, Mainframe, COBOL, Windows, Linux, DB2, XP, C, C++, Unix, Hardware, Databases, Programming, HP-UX, AIX, DB2/SQL, Application Design, SOA, WCF, .NET, C#, x86 Assembly, GCOS, Oracle SQL, Sybase, SQL Server, PL/SQL, Systems Programming, Microcontrollers, Objective-C, Mac OS X, Embedded Systems, Java, Perl, Visual Basic, Solaris, Assembly, Visual Studio, SQL, XML, Unix Shell Scripting, Agile, Software Development, Application Development, TCP/IP, SOAP, Database Design, Systems Analysis, Server Architecture
Education
Southern Illinois University, Edwardsville 1974 — 1978
Wells Fargo Advisors, LLC October 2009 - Present
Wachovia Securities July 2008 - November 2009
A.G. Edwards & Sons, Inc. October 1978 - July 2008
A G Edwards 1978 - 2006
Chromalloy Photographic October 1977 - October 1978
Skills
Operating Systems, RAD, Mainframe, COBOL, Windows, Linux, DB2, XP, C, C++, Unix, Hardware, Databases, Programming, HP-UX, AIX, DB2/SQL, Application Design, SOA, WCF, .NET, C#, x86 Assembly, GCOS, Oracle SQL, Sybase, SQL Server, PL/SQL, Systems Programming, Microcontrollers, Objective-C, Mac OS X, Embedded Systems, Java, Perl, Visual Basic, Solaris, Assembly, Visual Studio, SQL, XML, Unix Shell Scripting, Agile, Software Development, Application Development, TCP/IP, SOAP, Database Design, Systems Analysis, Server Architecture
Education
Southern Illinois University, Edwardsville 1974 — 1978
Lisa Conklin's Wachovia Securities Experience May 2007 - August 2009
Job Consultant
Industry Financial Services
Experience
Edward Fleur Financial Education; Pass Perfect January 2012 - Present
Wells Fargo Advisors, LLC October 2000 - November 2011
Wells Fargo Advisors, LLC August 2009 - November 2010
Wachovia Securities May 2007 - August 2009
A. G. Edwards and Co. October 2000 - May 2007
J. C. Bradford and Co. April 1983 - September 2000
Skills
Series 7, Series 66, Series 63, Series 24, FINRA, Retirement Planning, Financial Advisory, Securities, Investments, Coaching, Brokerage, Insurance, Options, Series 9/10, AAMS, CRPC, Series 65
Education
Tennessee Technological University 1977 — 1981
BS, Education
Edward Fleur Financial Education; Pass Perfect January 2012 - Present
Wells Fargo Advisors, LLC October 2000 - November 2011
Wells Fargo Advisors, LLC August 2009 - November 2010
Wachovia Securities May 2007 - August 2009
A. G. Edwards and Co. October 2000 - May 2007
J. C. Bradford and Co. April 1983 - September 2000
Skills
Series 7, Series 66, Series 63, Series 24, FINRA, Retirement Planning, Financial Advisory, Securities, Investments, Coaching, Brokerage, Insurance, Options, Series 9/10, AAMS, CRPC, Series 65
Education
Tennessee Technological University 1977 — 1981
BS, Education
Iva Jeruchim's Wachovia Securities Experience November 2005 - September 2008
Job vice president at Wachovia
Industry Financial Services
Experience
wachovia business banking 2000 - Present
wachovia 2005 - 2009
Wachovia Securities November 2005 - September 2008
NOVA Savings Bank June 2005 - December 2005
Royal Bank of Scotland Group 2000 - 2005
Skills
Retail Banking, Consumer Lending, Commercial Lending, Commercial Banking, Loans, Banking, Small Business Lending, Portfolio Management, Credit, Asset Based Lending, Credit Analysis, Treasury Management, Commercial Mortgages, Credit Risk, Credit Cards, Risk Management, Relationship Management, Lines Of Credit, Financial Services, Business Development, Wealth Management, Underwriting, SBA, Loan Origination, Cross Selling, Mortgage Lending, Cash Management, Financial Analysis
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2008
MBA, Business
Sofia University St. Kliment Ohridski 1994 — 2000
MS, Anthropology and Urbanization
wachovia business banking 2000 - Present
wachovia 2005 - 2009
Wachovia Securities November 2005 - September 2008
NOVA Savings Bank June 2005 - December 2005
Royal Bank of Scotland Group 2000 - 2005
Skills
Retail Banking, Consumer Lending, Commercial Lending, Commercial Banking, Loans, Banking, Small Business Lending, Portfolio Management, Credit, Asset Based Lending, Credit Analysis, Treasury Management, Commercial Mortgages, Credit Risk, Credit Cards, Risk Management, Relationship Management, Lines Of Credit, Financial Services, Business Development, Wealth Management, Underwriting, SBA, Loan Origination, Cross Selling, Mortgage Lending, Cash Management, Financial Analysis
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2008
MBA, Business
Sofia University St. Kliment Ohridski 1994 — 2000
MS, Anthropology and Urbanization
William Slish's Wachovia Securities Experience June 2004 - Present
Job Baseball umpire at Mid Atlantic Collegiate Umpires Association
Industry Financial Services
Experience
Wachovia Securities June 2004 - Present
Mid Atlantic Collegiate Umpires Association September 1994 - Present
Dinwiddie County (VA) Public Schools January 2003 - January 2004
Education
Temple University - Fox School of Business and Management 1980 — 1989
BBA, Computer & Information Science
Wachovia Securities June 2004 - Present
Mid Atlantic Collegiate Umpires Association September 1994 - Present
Dinwiddie County (VA) Public Schools January 2003 - January 2004
Education
Temple University - Fox School of Business and Management 1980 — 1989
BBA, Computer & Information Science
Monica Himes's Wachovia Securities Experience March 2006 - Present
Job Equity Research Associate at Wachovia Securities
Industry Financial Services
Experience
Wachovia Securities March 2006 - Present
Education
Suffolk University - Sawyer Business School
MSF, Finance
Wachovia Securities March 2006 - Present
Education
Suffolk University - Sawyer Business School
MSF, Finance
Mark Noonan's Wachovia Securities Experience April 2006 - Present
Job COO Global Sales Fixed Income Division
Industry Financial Services
Experience
Wachovia Securities April 2006 - Present
UVEST Financial Services August 2003 - April 2006
Education
Stony Brook University 1989 — 2005
BS, Physics
Wachovia Securities April 2006 - Present
UVEST Financial Services August 2003 - April 2006
Education
Stony Brook University 1989 — 2005
BS, Physics
Deanna Lair's Wachovia Securities Experience June 2005 - October 2008
Job Operations Control Management at JPMorgan Chase Private Equity Services
Industry Investment Banking
Experience
JPMorgan Chase - Private Equity Services January 2012 - May 2015
JPMorgan Chase - Private Equity Services January 2011 - January 2012
JPMorgan Chase - Private Equity Services September 2009 - January 2011
Wachovia Securities June 2005 - October 2008
Wachovia Securities February 2003 - June 2005
Skills
Internal Controls, Analysis, Risk Management, Financial Services, MS Excel Pivot Tables
Education
Strayer University 2008 — 2009
Bachelors, Business Administration
Strayer University 2003 — 2007
Associates, Business Administration
JPMorgan Chase - Private Equity Services January 2012 - May 2015
JPMorgan Chase - Private Equity Services January 2011 - January 2012
JPMorgan Chase - Private Equity Services September 2009 - January 2011
Wachovia Securities June 2005 - October 2008
Wachovia Securities February 2003 - June 2005
Skills
Internal Controls, Analysis, Risk Management, Financial Services, MS Excel Pivot Tables
Education
Strayer University 2008 — 2009
Bachelors, Business Administration
Strayer University 2003 — 2007
Associates, Business Administration
Duane Mutti's Wachovia Securities Experience Vice PresidentJPMorgan ChaseMarch 1986 - March 2003
Job Director at Wachovia Securities
Industry Banking
Experience
Wachovia Securities Vice PresidentJPMorgan ChaseMarch 1986 - March 2003
Education
Syracuse University 1979 — 1983
BS, Finance
Wachovia Securities Vice PresidentJPMorgan ChaseMarch 1986 - March 2003
Education
Syracuse University 1979 — 1983
BS, Finance
Stephanie Badgett's Wachovia Securities Experience July 2008 - December 2010
Job Relationship Manager at Wells Fargo Advisors
Industry Accounting
Experience
Wells Fargo Advisors August 2012 - Present
Wells Fargo Advisors January 2011 - August 2012
Wachovia Securities July 2008 - December 2010
Education
Southern Illinois University, Edwardsville 2004 — 2007
William Woods University 2002 — 2004
Wells Fargo Advisors August 2012 - Present
Wells Fargo Advisors January 2011 - August 2012
Wachovia Securities July 2008 - December 2010
Education
Southern Illinois University, Edwardsville 2004 — 2007
William Woods University 2002 — 2004
Pam Clayton's Wachovia Securities Experience September 2008 - January 2015
Job Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wachovia Securities September 2008 - January 2015
UBS Investment Bank February 2007 - June 2008
UBS 2007 - 2008
Fitch Ratings February 2000 - February 2007
University of Texas System June 1982 - February 2000
University of Texas 1982 - 2000
Skills
Fixed Income, Management, Capital Markets, Securities, Financial Modeling, Investments, Finance, Credit Analysis, Investment Banking, Bonds, Bloomberg, Asset Management
Education
Texas State University 1986 — 1988
MBA, Business
The University of Texas at Austin 1979 — 1981
BBA, Business - Finance
Wachovia Securities September 2008 - January 2015
UBS Investment Bank February 2007 - June 2008
UBS 2007 - 2008
Fitch Ratings February 2000 - February 2007
University of Texas System June 1982 - February 2000
University of Texas 1982 - 2000
Skills
Fixed Income, Management, Capital Markets, Securities, Financial Modeling, Investments, Finance, Credit Analysis, Investment Banking, Bonds, Bloomberg, Asset Management
Education
Texas State University 1986 — 1988
MBA, Business
The University of Texas at Austin 1979 — 1981
BBA, Business - Finance
Bob Mooney's Wachovia Securities Experience January 2005 - March 2008
Job Group Chief Compliance Officer, Wealth, Brokerage & Retirement, Wells Fargo & Company
Industry Financial Services
Experience
Wells Fargo June 2014 - Present
Wells Fargo Advisors March 2008 - June 2014
Wachovia Securities January 2005 - March 2008
Wachovia Securities 2000 - 2005
Skills
FINRA, AML, Securities, Risk Management, Series 24, Securities Regulation, Series 7, Corporate Governance, Financial Services, Investments, Mutual Funds, Hedge Funds, Investment Advisory, Asset Management, Due Diligence, Equities, Anti Money Laundering
Education
The Catholic University of America, Columbus School of Law 1982 — 1985
JD
Mary Washington College 1977 — 1981
Wells Fargo June 2014 - Present
Wells Fargo Advisors March 2008 - June 2014
Wachovia Securities January 2005 - March 2008
Wachovia Securities 2000 - 2005
Skills
FINRA, AML, Securities, Risk Management, Series 24, Securities Regulation, Series 7, Corporate Governance, Financial Services, Investments, Mutual Funds, Hedge Funds, Investment Advisory, Asset Management, Due Diligence, Equities, Anti Money Laundering
Education
The Catholic University of America, Columbus School of Law 1982 — 1985
JD
Mary Washington College 1977 — 1981
Dan Schaub's Wachovia Securities Experience October 2007 - January 2012
Job Chief Operating Officer at iSelect Fund
Industry Investment Management
Experience
iSelect Fund August 2013 - Present
SF Advisors, LLC January 2012 - Present
Wachovia Securities October 2007 - January 2012
A.G. Edwards 2005 - October 2007
A.G. Edwards 1999 - 2005
A.G. Edwards 1994 - 1999
A.G. Edwards 1993 - 1994
A.G. Edwards 1989 - 1993
A.G. Edwards 1985 - 1989
Skills
Series 7, Equities, Series 63, Investments, Asset Managment, Bonds, Due Diligence, Asset Management, Securities, Alternative Investments, Fixed Income, Mergers & Acquisitions, Capital Markets, Risk Management, Portfolio Management, Hedge Funds, Trading, Strategy, Restructuring, FINRA, Financial Advisory, Mutual Funds, Financial Services, Banking, Funding, Finance, Asset Allocation, Bloomberg, Structured Finance, Wealth Management, Valuation
Education
Southern Illinois University, Edwardsville
MBA, Finance
University of Missouri-Columbia
BSME, B.S. Mechanical Engineering
iSelect Fund August 2013 - Present
SF Advisors, LLC January 2012 - Present
Wachovia Securities October 2007 - January 2012
A.G. Edwards 2005 - October 2007
A.G. Edwards 1999 - 2005
A.G. Edwards 1994 - 1999
A.G. Edwards 1993 - 1994
A.G. Edwards 1989 - 1993
A.G. Edwards 1985 - 1989
Skills
Series 7, Equities, Series 63, Investments, Asset Managment, Bonds, Due Diligence, Asset Management, Securities, Alternative Investments, Fixed Income, Mergers & Acquisitions, Capital Markets, Risk Management, Portfolio Management, Hedge Funds, Trading, Strategy, Restructuring, FINRA, Financial Advisory, Mutual Funds, Financial Services, Banking, Funding, Finance, Asset Allocation, Bloomberg, Structured Finance, Wealth Management, Valuation
Education
Southern Illinois University, Edwardsville
MBA, Finance
University of Missouri-Columbia
BSME, B.S. Mechanical Engineering
Jeanette Griffin's Wachovia Securities Experience 1989 - 2008
Job Senior Vice Presidnet at Wells Fargo Bank, NA
Industry Banking
Experience
Wells Fargo Bank 2009 - Present
Wachovia Securities 1989 - 2008
First Union National Bank 2003 - 2005
First Union National Bank 2001 - 2003
First Union National Bank 1996 - 2000
First Fidelity Bank 1993 - 1996
First Fidelity Bank Leasing Group 1989 - 1993
Coopers & Lybrand 1987 - 1989
Education
Temple University 1993 — 1996
MBA
University of Delaware 1982 — 1986
BS, Accounting
Wells Fargo Bank 2009 - Present
Wachovia Securities 1989 - 2008
First Union National Bank 2003 - 2005
First Union National Bank 2001 - 2003
First Union National Bank 1996 - 2000
First Fidelity Bank 1993 - 1996
First Fidelity Bank Leasing Group 1989 - 1993
Coopers & Lybrand 1987 - 1989
Education
Temple University 1993 — 1996
MBA
University of Delaware 1982 — 1986
BS, Accounting
Julie Bouhuys's Wachovia Securities Experience 2002 - 2004
Job CEO at Concerto Asset Management
Industry Investment Management
Experience
Concerto Asset Management, LLC January 2007 - Present
Wachovia August 1994 - October 2006
Wachovia Securities 2002 - 2004
First Union National Bank 1996 - 2002
First Union National Bank 1994 - 1996
Chemical Bank 1983 - 1994
Manufacturers Hanover Trust Company 1983 - 1994
Skills
Asset Managment, Investments, Alternative Investments, Investment Management, Capital Markets, High Yield, Fixed Income, Leveraged Finance, Portfolio Management, Bonds, Loans, Securities, Trading, Risk Management, Enterprise Risk..., Investment Banking, Technology Management, Technology Needs..., Compliance, Change Management, Management, Art Education, Restructuring, Equities, Asset Management, Due Diligence, Structured Finance, Private Equity, Derivatives, Valuation, Financial Modeling, Hedge Funds, Corporate Finance, Credit
Education
Southern Methodist University 1980 — 1983
BBA Finance; BFA Theatre Arts, Finance, General
Concerto Asset Management, LLC January 2007 - Present
Wachovia August 1994 - October 2006
Wachovia Securities 2002 - 2004
First Union National Bank 1996 - 2002
First Union National Bank 1994 - 1996
Chemical Bank 1983 - 1994
Manufacturers Hanover Trust Company 1983 - 1994
Skills
Asset Managment, Investments, Alternative Investments, Investment Management, Capital Markets, High Yield, Fixed Income, Leveraged Finance, Portfolio Management, Bonds, Loans, Securities, Trading, Risk Management, Enterprise Risk..., Investment Banking, Technology Management, Technology Needs..., Compliance, Change Management, Management, Art Education, Restructuring, Equities, Asset Management, Due Diligence, Structured Finance, Private Equity, Derivatives, Valuation, Financial Modeling, Hedge Funds, Corporate Finance, Credit
Education
Southern Methodist University 1980 — 1983
BBA Finance; BFA Theatre Arts, Finance, General
Bernie Mitscherlich's Wachovia Securities Experience 2006 - 2009
Job Manager at Capital One
Industry Security and Investigations
Experience
Capital One December 2010 - Present
Wachovia Securities Financial Network April 2006 - December 2010
Wachovia Securities 2006 - 2009
Capital One 2004 - 2006
CIBER, Inc. (Consultant for Capital One) 2003 - 2005
First North American National Bank 1999 - 2003
Circuit City 1995 - 2003
James River Corporation 1989 - 1995
Skills
Information Technology, Business Analysis, SDLC, Process Improvement, Vendor Management, Visio
Education
Southern Connecticut State University 1981 — 2006
MS Computer Science, Computer, Math
Southern Connecticut State University 1981 — 1986
Capital One December 2010 - Present
Wachovia Securities Financial Network April 2006 - December 2010
Wachovia Securities 2006 - 2009
Capital One 2004 - 2006
CIBER, Inc. (Consultant for Capital One) 2003 - 2005
First North American National Bank 1999 - 2003
Circuit City 1995 - 2003
James River Corporation 1989 - 1995
Skills
Information Technology, Business Analysis, SDLC, Process Improvement, Vendor Management, Visio
Education
Southern Connecticut State University 1981 — 2006
MS Computer Science, Computer, Math
Southern Connecticut State University 1981 — 1986
Jeff Benken's Wachovia Securities Experience July 2008 - January 2009
Job Financial Analyst at MetlSpan
Industry Information Technology and Services
Experience
Metl-Span March 2014 - Present
Astadia August 2012 - March 2014
Pegasus Logistics November 2010 - August 2012
Wachovia Securities July 2008 - January 2009
Skills
Forecasting, Data Analysis, Strategic Planning, Salesforce.com, Business Strategy, Marketing, Market Research, Financial Analysis, Microsoft Word, Analysis, Microsoft Excel, Account Management, Financial Modeling, PowerPoint, Financial Reporting, Process Improvement
Education
Southern Methodist University - Cox School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
Metl-Span March 2014 - Present
Astadia August 2012 - March 2014
Pegasus Logistics November 2010 - August 2012
Wachovia Securities July 2008 - January 2009
Skills
Forecasting, Data Analysis, Strategic Planning, Salesforce.com, Business Strategy, Marketing, Market Research, Financial Analysis, Microsoft Word, Analysis, Microsoft Excel, Account Management, Financial Modeling, PowerPoint, Financial Reporting, Process Improvement
Education
Southern Methodist University - Cox School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
Brent Daniels's Wachovia Securities Experience June 2008 - June 2009
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 2010 - Present
The Training Associates December 2010 - Present
Financial Advisor Placement February 2010 - Present
Wachovia Securities June 2008 - June 2009
Corporate Recruiter March 2008 - March 2009
Stifel Nicolaus Corporate Client Services March 2006 - May 2008
Stifel Nicolaus March 2006 - March 2008
Financial Service Rep March 2005 - March 2006
Skills
Coaching, Team Building, Employee Relations, Organizational..., Employee Engagement, Succession Planning, Insurance, Leadership, Customer Service, Finance, Financial Services, Mergers & Acquisitions, Investments, Leadership Development, Performance Management, Employee Training, Public Speaking, Sales, Sales Operations, Process Improvement
Education
Southern Illinois University, Edwardsville 1999 — 2004
B.A., business
Southern Illinois University at
Bachelor of Arts, Liberal Arts
Morgan Stanley Wealth Management December 2010 - Present
The Training Associates December 2010 - Present
Financial Advisor Placement February 2010 - Present
Wachovia Securities June 2008 - June 2009
Corporate Recruiter March 2008 - March 2009
Stifel Nicolaus Corporate Client Services March 2006 - May 2008
Stifel Nicolaus March 2006 - March 2008
Financial Service Rep March 2005 - March 2006
Skills
Coaching, Team Building, Employee Relations, Organizational..., Employee Engagement, Succession Planning, Insurance, Leadership, Customer Service, Finance, Financial Services, Mergers & Acquisitions, Investments, Leadership Development, Performance Management, Employee Training, Public Speaking, Sales, Sales Operations, Process Improvement
Education
Southern Illinois University, Edwardsville 1999 — 2004
B.A., business
Southern Illinois University at
Bachelor of Arts, Liberal Arts
Brian Rielly's Wachovia Securities Experience 2000 - 2005
Job Compliance Risk Manager
Industry Financial Services
Experience
BB&T Investment Services January 2010 - Present
BB&T Investment Services January 2008 - January 2010
BB&T Investment Services September 2006 - January 2008
Wachovia Securities 2000 - 2005
Wachovia Securities 2000 - 2005
Skills
Series 63, Series 7, Series 6, Mutual Funds, Series 24, Investments, Equities, Relationship Management, Securities
Education
State University of New York at Oswego 1996 — 1998
Bachelor of Science, Business Administration
no
BB&T Investment Services January 2010 - Present
BB&T Investment Services January 2008 - January 2010
BB&T Investment Services September 2006 - January 2008
Wachovia Securities 2000 - 2005
Wachovia Securities 2000 - 2005
Skills
Series 63, Series 7, Series 6, Mutual Funds, Series 24, Investments, Equities, Relationship Management, Securities
Education
State University of New York at Oswego 1996 — 1998
Bachelor of Science, Business Administration
no
Natasha Gladstone's Wachovia Securities Experience October 2006 - March 2009
Job Administrative Assistant at Winston Staffing
Industry Hospital & Health Care
Experience
Winston Staffing - Mount Sinai Beth Israel May 2014 - Present
Cognosante October 2013 - April 2014
MetLife June 2013 - October 2013
Winston Staffing September 2011 - October 2011
AFAM Comprehensive Healthcare Medical Group May 2011 - September 2011
Henrico Doctors Hospital Retreat Campus January 2010 - August 2010
CrossOver Clinic July 2009 - January 2010
Wachovia Securities October 2006 - March 2009
Chevy Chase Bank June 2005 - August 2006
Riggs Bank September 2003 - May 2005
Skills
Customer Service, Employee Relations, Administrative..., Microsoft Office, NextGen, Evaluation, Inter-personal, Communication Skills, Oral & Written..., Training, Leadership, Recruiting, Customer Satisfaction, Interviews, Management, Time Management, Analysis, Employee Benefits, Hospitals, Organizational..., Policy, Community Outreach, Healthcare Management, Enrollment Services, Broker-Dealer, Certificates of Deposit, Mutual Funds, Brokerage account...
Education
Strayer University (VA) 2009 — 2010
Master's degree, Health Service Administration, 4.0
Virginia State University 1995 — 2000
BS, Information Systems and Decision Sciences
Winston Staffing - Mount Sinai Beth Israel May 2014 - Present
Cognosante October 2013 - April 2014
MetLife June 2013 - October 2013
Winston Staffing September 2011 - October 2011
AFAM Comprehensive Healthcare Medical Group May 2011 - September 2011
Henrico Doctors Hospital Retreat Campus January 2010 - August 2010
CrossOver Clinic July 2009 - January 2010
Wachovia Securities October 2006 - March 2009
Chevy Chase Bank June 2005 - August 2006
Riggs Bank September 2003 - May 2005
Skills
Customer Service, Employee Relations, Administrative..., Microsoft Office, NextGen, Evaluation, Inter-personal, Communication Skills, Oral & Written..., Training, Leadership, Recruiting, Customer Satisfaction, Interviews, Management, Time Management, Analysis, Employee Benefits, Hospitals, Organizational..., Policy, Community Outreach, Healthcare Management, Enrollment Services, Broker-Dealer, Certificates of Deposit, Mutual Funds, Brokerage account...
Education
Strayer University (VA) 2009 — 2010
Master's degree, Health Service Administration, 4.0
Virginia State University 1995 — 2000
BS, Information Systems and Decision Sciences
Danica King's Wachovia Securities Experience July 2007 - April 2009
Job Senior Analyst at Wachovia Securities
Industry Financial Services
Experience
Wachovia Securities July 2007 - April 2009
Wachovia Securities January 2004 - July 2007
Wachovia Securities, LLC October 2000 - January 2004
Education
Strayer University 2006 — 2008
MBA, Management
Virginia Commonwealth University - School of Business 1994 — 2000
BS, Marketing
Wachovia Securities July 2007 - April 2009
Wachovia Securities January 2004 - July 2007
Wachovia Securities, LLC October 2000 - January 2004
Education
Strayer University 2006 — 2008
MBA, Management
Virginia Commonwealth University - School of Business 1994 — 2000
BS, Marketing
Daiwana Ingram's Wachovia Securities Experience April 2007 - March 2009
Job Claims Specialist II
Industry Financial Services
Experience
CCO Mortgage May 2009 - Present
Wachovia Securities April 2007 - March 2009
AdvanceMed Corp August 2004 - April 2007
Skills
Attention To Detail, Customer Service, Account Reconciliation, Problem Solving, Multitasker, Communicator, Compliance, Research, Financial Analysis, Analysis
Education
Strayer University 2003 — 2005
MBA, Human Resources Management
Virginia Union University 1999 — 2003
Bachelor of Science, Management Information Systems
CCO Mortgage May 2009 - Present
Wachovia Securities April 2007 - March 2009
AdvanceMed Corp August 2004 - April 2007
Skills
Attention To Detail, Customer Service, Account Reconciliation, Problem Solving, Multitasker, Communicator, Compliance, Research, Financial Analysis, Analysis
Education
Strayer University 2003 — 2005
MBA, Human Resources Management
Virginia Union University 1999 — 2003
Bachelor of Science, Management Information Systems
Chris O'Neal's Wachovia Securities Experience July 2008 - December 2008
Job UNIX/LINUX System Administrator
Industry Financial Services
Experience
Wells Fargo December 2008 - Present
Wachovia Securities July 2008 - December 2008
A. G. Edwards & Sons, Inc January 2006 - July 2008
A. G. Edwards & Sons, Inc March 2004 - December 2005
A. G. Edwards & Sons, Inc February 2002 - March 2004
A. G. Edwards & Sons, Inc July 1997 - February 2002
CASCO Diversified Corporation April 1985 - June 1997
Education
St. Louis Community College 1986 — 2001
General Arts, Computer programming
Ranken Technical College 1980 — 1982
Diploma, Architectural Design and Structural Technology
Wells Fargo December 2008 - Present
Wachovia Securities July 2008 - December 2008
A. G. Edwards & Sons, Inc January 2006 - July 2008
A. G. Edwards & Sons, Inc March 2004 - December 2005
A. G. Edwards & Sons, Inc February 2002 - March 2004
A. G. Edwards & Sons, Inc July 1997 - February 2002
CASCO Diversified Corporation April 1985 - June 1997
Education
St. Louis Community College 1986 — 2001
General Arts, Computer programming
Ranken Technical College 1980 — 1982
Diploma, Architectural Design and Structural Technology
Angela Sheridan's Wachovia Securities Experience 2000 - 2009
Job Asset Movement Specialist
Industry Financial Services
Experience
Edelman Financial Services May 2013 - Present
SunTrust Bank November 2009 - May 2013
Wachovia Securities 2000 - 2009
Skills
Credit, Banking, Cash Management, Risk Management, Financial Services, Relationship Management
Education
Strayer University 2003 — 2005
Bachelor of Science, Accounting
holy name high school 1985 — 1989
Edelman Financial Services May 2013 - Present
SunTrust Bank November 2009 - May 2013
Wachovia Securities 2000 - 2009
Skills
Credit, Banking, Cash Management, Risk Management, Financial Services, Relationship Management
Education
Strayer University 2003 — 2005
Bachelor of Science, Accounting
holy name high school 1985 — 1989
patricia cowart's Wachovia Securities Experience March 2004 - December 2008
Job Special Company Counsel at Wells Fargo
Industry Legal Services
Experience
Wells Fargo 2013 - Present
Wells Fargo Advisors 2009 - 2013
Wachovia Securities March 2004 - December 2008
UBS 1988 - 2004
Ruden McClosky October 1982 - December 1987
Education
University of Florida - Fredric G. Levin College of Law 1976 — 1978
J.D.
Stetson University 1971 — 1975
BA, Political Science, Spanish
Wells Fargo 2013 - Present
Wells Fargo Advisors 2009 - 2013
Wachovia Securities March 2004 - December 2008
UBS 1988 - 2004
Ruden McClosky October 1982 - December 1987
Education
University of Florida - Fredric G. Levin College of Law 1976 — 1978
J.D.
Stetson University 1971 — 1975
BA, Political Science, Spanish
Nancy Krembs's Wachovia Securities Experience 1996 - 2003
Job Realtor at Keller Williams Savannah Downtown
Industry Real Estate
Experience
Keller Williams Realty Savannah Downtown February 2009 - Present
Celia Dunn Sotheby's Realty 2004 - 2009
Wachovia Securities 1996 - 2003
Skills
Buyer Representation, First Time Home Buyers, Residential, Relocation, Sellers, Real Estate, Investment Properties, Real Estate Investment, Condos, Listings, Home, Referrals, Luxury, Selling, First Time Buyers, Investors, Realty, Investments, Rentals, Single Family Homes, New Home Sales, GRI, Land, Negotiation, Waterfront, Relocations, Contract Negotiation, 1031 Exchanges, ABR, Leases, Real Estate Transactions, Market Analysis, VA, Real Estate Negotiation
Education
State University of New York College at Geneseo
BA, English
Keller Williams Realty Savannah Downtown February 2009 - Present
Celia Dunn Sotheby's Realty 2004 - 2009
Wachovia Securities 1996 - 2003
Skills
Buyer Representation, First Time Home Buyers, Residential, Relocation, Sellers, Real Estate, Investment Properties, Real Estate Investment, Condos, Listings, Home, Referrals, Luxury, Selling, First Time Buyers, Investors, Realty, Investments, Rentals, Single Family Homes, New Home Sales, GRI, Land, Negotiation, Waterfront, Relocations, Contract Negotiation, 1031 Exchanges, ABR, Leases, Real Estate Transactions, Market Analysis, VA, Real Estate Negotiation
Education
State University of New York College at Geneseo
BA, English
Mike Ollis's Wachovia Securities Experience October 2007 - December 2008
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2009 - Present
Wachovia Securities October 2007 - December 2008
A.G. Edwards and Sons, Inc October 1986 - October 2007
Skills
Investment planning, 401(k) rollovers, Asset Allocation, Retirement Planning, Investment Strategies
Education
Spring Hill College 1974 — 1977
Bachelor's degree, Accounting
Spring Hill College 1974 — 1977
Wells Fargo Advisors January 2009 - Present
Wachovia Securities October 2007 - December 2008
A.G. Edwards and Sons, Inc October 1986 - October 2007
Skills
Investment planning, 401(k) rollovers, Asset Allocation, Retirement Planning, Investment Strategies
Education
Spring Hill College 1974 — 1977
Bachelor's degree, Accounting
Spring Hill College 1974 — 1977
Conway Dooley IV's Wachovia Securities Experience April 2008 - July 2009
Job Sytems Administration (Contractor for the Office of the Inspector General) at Energy Enterprise Solutions LLC
Industry Information Technology and Services
Experience
Energy Enterprise Solutions LLC August 2010 - Present
Qwest Communications July 2009 - August 2010
Wachovia Securities April 2008 - July 2009
US Army Active Duty March 2003 - February 2008
Skills
Windows Server, Troubleshooting, Active Directory, Management, Project Management, Mentoring, Employee Training, Windows 8, windows, Computer Security, Encryption, Microsoft Technologies, Configuration Management
Education
Strayer University 2013 — 2015
Master's Degree, Management Information Systems
Strayer University
B.S, Information Systems Security Administration
Energy Enterprise Solutions LLC August 2010 - Present
Qwest Communications July 2009 - August 2010
Wachovia Securities April 2008 - July 2009
US Army Active Duty March 2003 - February 2008
Skills
Windows Server, Troubleshooting, Active Directory, Management, Project Management, Mentoring, Employee Training, Windows 8, windows, Computer Security, Encryption, Microsoft Technologies, Configuration Management
Education
Strayer University 2013 — 2015
Master's Degree, Management Information Systems
Strayer University
B.S, Information Systems Security Administration
Rahn Hagberg's Wachovia Securities Experience January 2005 - August 2006
Job Thrivent Financial at Thrivent Finanacial
Industry Financial Services
Experience
Thrivent Financial April 2014 - Present
USBancorp Investments and Insurance January 2010 - June 2013
Ameriprise Financial Services, Inc. September 2006 - June 2009
Wachovia Securities January 2005 - August 2006
Expert Cleaning Systems 1989 - 2005
Education
University of Saint Thomas - School of Business 2009 — 2009
Mini-MBA
St. Olaf College
BA, Psychology
Thrivent Financial April 2014 - Present
USBancorp Investments and Insurance January 2010 - June 2013
Ameriprise Financial Services, Inc. September 2006 - June 2009
Wachovia Securities January 2005 - August 2006
Expert Cleaning Systems 1989 - 2005
Education
University of Saint Thomas - School of Business 2009 — 2009
Mini-MBA
St. Olaf College
BA, Psychology
Tina Louise Weatherford's Wachovia Securities Experience 2004 - 2008
Job Administrative Office Specialist III at Department of Medical Assistance Services
Industry Government Administration
Experience
Department of Medical Assistance Services December 2009 - Present
Dog Whisperer in Mechanicsville October 2009 - December 2009
Big River Advertising August 2008 - October 2009
Big River Advertising 2008 - 2009
Wachovia Securities Financial Network 2004 - 2008
Wachovia Securities 2004 - 2008
Infilco Degremont 1999 - 2004
Infilco Degremont 1999 - 2004
The Martin Agency S.A. 1992 - 1998
Skills
Strategic Planning, Budgets, Team Building, Strategic Financial..., Marketing Strategy, Customer Service, Relationship Management, Research, Salesforce.com
Education
Strayer University 2005 — 2008
Working on Bachelor's, Business, Marketing
J. Sargeant Reynolds
Certificate - Court & Conference Reporting, Business, Management, Marketing, and Related Support Services
Department of Medical Assistance Services December 2009 - Present
Dog Whisperer in Mechanicsville October 2009 - December 2009
Big River Advertising August 2008 - October 2009
Big River Advertising 2008 - 2009
Wachovia Securities Financial Network 2004 - 2008
Wachovia Securities 2004 - 2008
Infilco Degremont 1999 - 2004
Infilco Degremont 1999 - 2004
The Martin Agency S.A. 1992 - 1998
Skills
Strategic Planning, Budgets, Team Building, Strategic Financial..., Marketing Strategy, Customer Service, Relationship Management, Research, Salesforce.com
Education
Strayer University 2005 — 2008
Working on Bachelor's, Business, Marketing
J. Sargeant Reynolds
Certificate - Court & Conference Reporting, Business, Management, Marketing, and Related Support Services
Jacquelyn Thompson's Wachovia Securities Experience January 2010 - December 2010
Job Secretary at Stephen F. Austin State University
Industry Financial Services
Experience
Stephen F. Austin State University October 2011 - Present
Wachovia Securities January 2010 - December 2010
Wells Fargo Advisors, LLC January 2010 - December 2010
Stephen F. Austin State University 2007 - 2009
Education
Stephen F. Austin State University
Stephen F. Austin State University October 2011 - Present
Wachovia Securities January 2010 - December 2010
Wells Fargo Advisors, LLC January 2010 - December 2010
Stephen F. Austin State University 2007 - 2009
Education
Stephen F. Austin State University
Paul Carder, CFA's Wachovia Securities Experience July 2000 - June 2004
Job Portfolio Manager, Senior Research Analyst
Industry Investment Management
Experience
Wells Capital Management January 2007 - Present
Wells Capital Management September 2004 - December 2007
Wachovia Securities July 2000 - June 2004
ExxonMobil September 1999 - June 2000
ExxonMobil April 1998 - August 1999
ExxonMobil June 1996 - March 1998
US Navy 1990 - 1994
Skills
Equity Research, Portfolio Management, Asset Allocation, Alternative Investments, Financial Modeling, Financial Analysis, Investment Strategies, Equity Valuation, Asset Management, Investments, Valuation, Equities, Series 7, Bloomberg, Equity Trading, Private Equity, Due Diligence, Credit Analysis, Cost Accounting, Capital Budgeting, Operating Budgets, SAP Implementation, Project Management, Team Management, Data Analysis
Education
Texas A&M University 1994 — 1996
Master of Business Administration (M.B.A.), Finance, General
Virginia Tech 1986 — 1990
Bachelor's Degree, Public Administration and Business
Wells Capital Management January 2007 - Present
Wells Capital Management September 2004 - December 2007
Wachovia Securities July 2000 - June 2004
ExxonMobil September 1999 - June 2000
ExxonMobil April 1998 - August 1999
ExxonMobil June 1996 - March 1998
US Navy 1990 - 1994
Skills
Equity Research, Portfolio Management, Asset Allocation, Alternative Investments, Financial Modeling, Financial Analysis, Investment Strategies, Equity Valuation, Asset Management, Investments, Valuation, Equities, Series 7, Bloomberg, Equity Trading, Private Equity, Due Diligence, Credit Analysis, Cost Accounting, Capital Budgeting, Operating Budgets, SAP Implementation, Project Management, Team Management, Data Analysis
Education
Texas A&M University 1994 — 1996
Master of Business Administration (M.B.A.), Finance, General
Virginia Tech 1986 — 1990
Bachelor's Degree, Public Administration and Business
Fania Mellon's Wachovia Securities Experience August 2004 - January 2006
Job Corporate Trust Administrator at BNY Mellon Global Client Solutions at BNY Mellon
Industry Accounting
Experience
BNY Mellon October 2013 - Present
KPMG, LLP September 2010 - June 2013
The Bank of New York Mellon November 2006 - March 2009
Wachovia Securities August 2004 - January 2006
Morgan Stanley September 2000 - August 2004
Skills
Accounting, Auditing, Tax, Financial Reporting, Microsoft Excel, Financial Accounting, Account Reconciliation, Microsoft Word, Payroll, PowerPoint, Financial Statements, Outlook, Microsoft Office, Lotus Notes, Research, QuickBooks, Financial Modeling, Training, Strategic Financial..., Vendor Management, Access, Finance, Financial Analysis, Customer Service, Banking, Financial Services, Financial Planning
Education
American Public University System 2010 — 2016
Transportation & Logistics Management
Strayer University (VA) 2004 — 2007
Business Administration and Management, General
BNY Mellon October 2013 - Present
KPMG, LLP September 2010 - June 2013
The Bank of New York Mellon November 2006 - March 2009
Wachovia Securities August 2004 - January 2006
Morgan Stanley September 2000 - August 2004
Skills
Accounting, Auditing, Tax, Financial Reporting, Microsoft Excel, Financial Accounting, Account Reconciliation, Microsoft Word, Payroll, PowerPoint, Financial Statements, Outlook, Microsoft Office, Lotus Notes, Research, QuickBooks, Financial Modeling, Training, Strategic Financial..., Vendor Management, Access, Finance, Financial Analysis, Customer Service, Banking, Financial Services, Financial Planning
Education
American Public University System 2010 — 2016
Transportation & Logistics Management
Strayer University (VA) 2004 — 2007
Business Administration and Management, General
Kurt Seidman's Wachovia Securities Experience April 2009 - May 2009
Job Vice PresidentInvestments at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2009 - Present
Wachovia Securities April 2009 - May 2009
Skills
Retirement Planning, Investments, Financial Services, Securities, Insurance, Asset Allocation, Retirement, Mutual Funds, Financial Analysis, Financial Advisory, Risk Management, Strategic Planning, Fixed Annuities, 401k Rollovers, Concentrated Stock..., Investment Strategies, Wealth Preservation..., Estate planning..., Stock Analysis, Fixed Income Strategies, Investment Planning, Variable Annuities
Education
State University of New York College at Brockport 1974 — 1978
BA, Political Science, History
Great Neck South High School 1970 — 1974
Wells Fargo Advisors, LLC May 2009 - Present
Wachovia Securities April 2009 - May 2009
Skills
Retirement Planning, Investments, Financial Services, Securities, Insurance, Asset Allocation, Retirement, Mutual Funds, Financial Analysis, Financial Advisory, Risk Management, Strategic Planning, Fixed Annuities, 401k Rollovers, Concentrated Stock..., Investment Strategies, Wealth Preservation..., Estate planning..., Stock Analysis, Fixed Income Strategies, Investment Planning, Variable Annuities
Education
State University of New York College at Brockport 1974 — 1978
BA, Political Science, History
Great Neck South High School 1970 — 1974
Crystal Chambers's Wachovia Securities Experience March 2008 - October 2008
Job HRIS at Scottrade
Industry Financial Services
Experience
Scottrade January 2014 - Present
Charter Communications May 2012 - January 2014
Wells Fargo Advisors October 2008 - February 2012
Wachovia Securities March 2008 - October 2008
JW Terrill March 2007 - March 2008
Fleishman-Hillard September 2006 - December 2006
Arcturis May 2006 - August 2006
Skills
Onboarding, Benefits Administration, Applicant Tracking..., HRIS, Employee Engagement, New Hire Orientations, Resume Writing, Business Writing
Education
Webster University 2005 — 2007
Bachelor of Arts, Management with an emphasis in HR
Southern Illinois University, Carbondale 2002 — 2005
Healthcare Management
Scottrade January 2014 - Present
Charter Communications May 2012 - January 2014
Wells Fargo Advisors October 2008 - February 2012
Wachovia Securities March 2008 - October 2008
JW Terrill March 2007 - March 2008
Fleishman-Hillard September 2006 - December 2006
Arcturis May 2006 - August 2006
Skills
Onboarding, Benefits Administration, Applicant Tracking..., HRIS, Employee Engagement, New Hire Orientations, Resume Writing, Business Writing
Education
Webster University 2005 — 2007
Bachelor of Arts, Management with an emphasis in HR
Southern Illinois University, Carbondale 2002 — 2005
Healthcare Management
Phyllis L Ramsey's Wachovia Securities Experience March 2008 - January 2009
Job Immigration Consultant at The Boeing Company
Industry Aviation & Aerospace
Experience
Boeing May 2011 - Present
Wiese Planning & Engineering Inc March 2011 - April 2011
The Doe Run Company December 2010 - January 2011
Wachovia Securities March 2008 - January 2009
Brown Shoe Company July 2007 - November 2007
Husch & Eppenberger December 2004 - May 2007
Daugherty Business Solutions 1998 - 2004
Daugherty Business Solutions 1998 - 2004
Daugherty Business Solutions 1998 - 2004
Skills
Recruiting, Immigration Law, Visas, Management, Analysis, Customer Service, Employee Relations, Human Resources, Interviews
Education
St. Louis Community College
University of Missouri- St. Louis
Boeing May 2011 - Present
Wiese Planning & Engineering Inc March 2011 - April 2011
The Doe Run Company December 2010 - January 2011
Wachovia Securities March 2008 - January 2009
Brown Shoe Company July 2007 - November 2007
Husch & Eppenberger December 2004 - May 2007
Daugherty Business Solutions 1998 - 2004
Daugherty Business Solutions 1998 - 2004
Daugherty Business Solutions 1998 - 2004
Skills
Recruiting, Immigration Law, Visas, Management, Analysis, Customer Service, Employee Relations, Human Resources, Interviews
Education
St. Louis Community College
University of Missouri- St. Louis
Merrill Lynch
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank