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
Wachovia Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wachovia Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Wachovia Securities Employees
Employee
Years
Job
Industry
Erin Mentel - Gaeta, CFP® Erin Mentel - Gaeta, CFP®'s Wachovia Securities Experience 2004 - 2006
Job President & Owner at Mentel Financial Services, LLC
Industry Financial Services
Experience
Central Ohio Financial Planning Association January 2013 - Present
Mentel Financial Services, LLC January 2013 - Present
Franklin University January 2009 - Present
Central Ohio Financial Planning Association January 2009 - 2012
Cephas Capital Management 2006 - 2012
Wachovia Securities 2004 - 2006
The Ohio State University 2002 - 2005
Federal Reserve Board 2003 - 2004
Nationwide Financial Services 1999 - 2002
Metatec International 1997 - 1999
Skills
Financial Services, Strategic Financial..., Investment Management, Investments, Portfolio Management, Retirement Planning, Asset Managment, Insurance, Financial Analysis, Risk Management, Mutual Funds, Wealth Management, Financial Modeling, Asset Allocation, Alternative Investments, Non-profits, Series 7, Coaching, Strategic Planning, Estate Planning, Small Business, Finance, Asset Management, 401k, Investment Advisory, Financial Planners, Financial Planning, Nonprofits
Education
The Ohio State University 2003 — 2005
MS, Financial Planning
The Ohio State University 1993 — 1997
Central Ohio Financial Planning Association January 2013 - Present
Mentel Financial Services, LLC January 2013 - Present
Franklin University January 2009 - Present
Central Ohio Financial Planning Association January 2009 - 2012
Cephas Capital Management 2006 - 2012
Wachovia Securities 2004 - 2006
The Ohio State University 2002 - 2005
Federal Reserve Board 2003 - 2004
Nationwide Financial Services 1999 - 2002
Metatec International 1997 - 1999
Skills
Financial Services, Strategic Financial..., Investment Management, Investments, Portfolio Management, Retirement Planning, Asset Managment, Insurance, Financial Analysis, Risk Management, Mutual Funds, Wealth Management, Financial Modeling, Asset Allocation, Alternative Investments, Non-profits, Series 7, Coaching, Strategic Planning, Estate Planning, Small Business, Finance, Asset Management, 401k, Investment Advisory, Financial Planners, Financial Planning, Nonprofits
Education
The Ohio State University 2003 — 2005
MS, Financial Planning
The Ohio State University 1993 — 1997
Mark McCall Mark McCall's Wachovia Securities Experience 1999 - 2008
Job Chief Financial Officer at Global Lending Services LLC
Industry Financial Services
Experience
Global Lending Services LLC March 2012 - Present
SunTrust Robinson Humphrey 2008 - 2012
Wachovia Securities 1999 - 2008
Banc of America Securities 1996 - 1999
Lehman Brothers 1994 - 1996
Deloitte & Touche Management Consulting 1991 - 1994
Morgan Stanley 1985 - 1988
Skills
Investment Banking, Finance, Management, Securitization, Financial Services, Banking, Strategic Planning, Corporate Finance, Structured Finance
Education
Darden Graduate School of Business Administration
Masters of Business Administration (MBA)
London School of Economics and Political Science
Economics
University of North Carolina at Chapel Hill
BA, Economics
Global Lending Services LLC March 2012 - Present
SunTrust Robinson Humphrey 2008 - 2012
Wachovia Securities 1999 - 2008
Banc of America Securities 1996 - 1999
Lehman Brothers 1994 - 1996
Deloitte & Touche Management Consulting 1991 - 1994
Morgan Stanley 1985 - 1988
Skills
Investment Banking, Finance, Management, Securitization, Financial Services, Banking, Strategic Planning, Corporate Finance, Structured Finance
Education
Darden Graduate School of Business Administration
Masters of Business Administration (MBA)
London School of Economics and Political Science
Economics
University of North Carolina at Chapel Hill
BA, Economics
Hasan Ali Hasan Ali's Wachovia Securities Experience January 2006 - April 2006
Job Investment Professional at JMI Equity
Industry Venture Capital & Private Equity
Experience
JMI Equity August 2012 - Present
RBC Capital Markets February 2010 - July 2012
FTI Consulting October 2007 - February 2010
Wachovia Securities January 2006 - April 2006
UC Berkeley January 2005 - June 2005
Skills
Financial Modeling, Mergers, Valuation, Financial Analysis, Private Equity, Corporate Finance, Investment Banking, Due Diligence, Business Development
Education
University of California, Berkeley 2003 — 2007
BA, Economics
JMI Equity August 2012 - Present
RBC Capital Markets February 2010 - July 2012
FTI Consulting October 2007 - February 2010
Wachovia Securities January 2006 - April 2006
UC Berkeley January 2005 - June 2005
Skills
Financial Modeling, Mergers, Valuation, Financial Analysis, Private Equity, Corporate Finance, Investment Banking, Due Diligence, Business Development
Education
University of California, Berkeley 2003 — 2007
BA, Economics
Elizabeth Krebs Elizabeth Krebs's Wachovia Securities Experience June 2000 - August 2002
Job Financial Advisor, Certified Financial Planner™
Industry Financial Services
Experience
Cetera Financial Specialists, LLC. and Cetera Investment Advisers LLC. March 2004 - Present
Wachovia Securities June 2000 - August 2002
Kemper Mutual Funds 1992 - 1999
Skills
Series 63, Investments, Investment Strategies, Portfolio Management, Series 7, 401k, Insurance, IRAs, Finance, Life Insurance, Securities, FINRA, Alternative Investments, Equities, Asset Management, Investment Advisory, Mutual Funds, Wealth Management, Retirement Planning, Financial Services, Asset Allocation
Education
Trinity College-Hartford 1988 — 1992
BA, History, Asian Studies
Cetera Financial Specialists, LLC. and Cetera Investment Advisers LLC. March 2004 - Present
Wachovia Securities June 2000 - August 2002
Kemper Mutual Funds 1992 - 1999
Skills
Series 63, Investments, Investment Strategies, Portfolio Management, Series 7, 401k, Insurance, IRAs, Finance, Life Insurance, Securities, FINRA, Alternative Investments, Equities, Asset Management, Investment Advisory, Mutual Funds, Wealth Management, Retirement Planning, Financial Services, Asset Allocation
Education
Trinity College-Hartford 1988 — 1992
BA, History, Asian Studies
Sean Muhlstein Sean Muhlstein's Wachovia Securities Experience July 2006 - May 2007
Job Financial Advisor
Industry Financial Services
Experience
Voya Financial August 2015 - Present
Wells Fargo Advisors, LLC May 2007 - July 2015
Wachovia Securities July 2006 - May 2007
Yarkon Productions February 2006 - July 2006
Sony Pictures Animation September 2004 - December 2005
Skills
Microsoft Excel, PowerPoint, Investments, Microsoft Office, Insurance, Leadership, Sales, SmartStation, Social Media, Public Speaking, Microsoft Word, Outlook, Retirement Planning, Tax-Efficient Strategies, Retirement Savings, 401k Rollovers, Fixed Income Strategies, Deferred Compensation, Estate Planning..., Wealth Preservation..., Mutual Funds, Annuities, Concentrated Stock...
Education
University of California, Berkeley 2000 — 2004
Bachelor of Arts (B.A.), English Language and Literature, General
Voya Financial August 2015 - Present
Wells Fargo Advisors, LLC May 2007 - July 2015
Wachovia Securities July 2006 - May 2007
Yarkon Productions February 2006 - July 2006
Sony Pictures Animation September 2004 - December 2005
Skills
Microsoft Excel, PowerPoint, Investments, Microsoft Office, Insurance, Leadership, Sales, SmartStation, Social Media, Public Speaking, Microsoft Word, Outlook, Retirement Planning, Tax-Efficient Strategies, Retirement Savings, 401k Rollovers, Fixed Income Strategies, Deferred Compensation, Estate Planning..., Wealth Preservation..., Mutual Funds, Annuities, Concentrated Stock...
Education
University of California, Berkeley 2000 — 2004
Bachelor of Arts (B.A.), English Language and Literature, General
Harold Cornwall, CFA Harold Cornwall, CFA's Wachovia Securities Experience February 2000 - March 2002
Job Structured Finance Origination Restructuring Risk Management
Industry Financial Services
Experience
Societe Generale Corporate and Investment Banking - SGCIB April 2008 - December 2014
Societe Generale Corporate & Investment Banking March 2007 - April 2008
CIFG October 2002 - April 2007
Wachovia Securities February 2000 - March 2002
US Navy June 1989 - June 1997
Skills
Structured Finance, Investment Banking, Structured Products, CLO, CDO, ABS, Securitization, Capital Markets, Credit Derivatives, Transaction Origination, Hedge Funds, Derivatives
Education
University of California, Berkeley, Haas School of Business 1997 — 1999
MBA, Finance
Prospective Nuclear Engineering Office School 1995 — 1995
Certified Naval Nuclear Engineer – US Department of Energy (Naval Reactors)
United States Naval Academy 1985 — 1989
BS, Systems Engineering
Societe Generale Corporate and Investment Banking - SGCIB April 2008 - December 2014
Societe Generale Corporate & Investment Banking March 2007 - April 2008
CIFG October 2002 - April 2007
Wachovia Securities February 2000 - March 2002
US Navy June 1989 - June 1997
Skills
Structured Finance, Investment Banking, Structured Products, CLO, CDO, ABS, Securitization, Capital Markets, Credit Derivatives, Transaction Origination, Hedge Funds, Derivatives
Education
University of California, Berkeley, Haas School of Business 1997 — 1999
MBA, Finance
Prospective Nuclear Engineering Office School 1995 — 1995
Certified Naval Nuclear Engineer – US Department of Energy (Naval Reactors)
United States Naval Academy 1985 — 1989
BS, Systems Engineering
Richard DiDonato Richard DiDonato's Wachovia Securities Experience May 1998 - June 2007
Job Managing Director at Citizens Bank
Industry Banking
Experience
Citizens Bank 2013 - Present
Jefferies & Company July 2007 - March 2013
Wachovia Securities May 1998 - June 2007
Skills
Capital Markets, Fixed Income, Valuation, Corporate Finance, Hedge Funds, Private Equity, Leveraged Finance, Marketing
Education
The University of Chicago - Booth School of Business 1990 — 1993
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Notre Dame 1984 — 1988
Bachelor of Arts (B.A.), Economics
Citizens Bank 2013 - Present
Jefferies & Company July 2007 - March 2013
Wachovia Securities May 1998 - June 2007
Skills
Capital Markets, Fixed Income, Valuation, Corporate Finance, Hedge Funds, Private Equity, Leveraged Finance, Marketing
Education
The University of Chicago - Booth School of Business 1990 — 1993
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Notre Dame 1984 — 1988
Bachelor of Arts (B.A.), Economics
David Brant David Brant's Wachovia Securities Experience August 1998 - September 2005
Job Director of Financial Reporting at Supertel Hospitality, Inc.
Industry Financial Services
Experience
Supertel Hospitality, Inc. September 2014 - Present
Robert Half January 2013 - August 2014
COR Clearing LLC October 2005 - December 2012
Wachovia Securities August 1998 - September 2005
Key Clearing June 1993 - July 1998
Education
The Ohio State University
Bachelor of Science (BS), Accounting and Finance
Supertel Hospitality, Inc. September 2014 - Present
Robert Half January 2013 - August 2014
COR Clearing LLC October 2005 - December 2012
Wachovia Securities August 1998 - September 2005
Key Clearing June 1993 - July 1998
Education
The Ohio State University
Bachelor of Science (BS), Accounting and Finance
Will Nathan Will Nathan's Wachovia Securities Experience May 2006 - July 2007
Job CoFounder and Chairman at Homepolish
Industry Computer Software
Experience
Homepolish August 2012 - Present
BuzzFeed March 2012 - November 2012
Union Square Advisors July 2009 - March 2012
Brilliant.li January 2011 - February 2012
Union Square Advisors August 2007 - June 2009
Wachovia Securities May 2006 - July 2007
The Eudai Group April 2006 - March 2007
Knowledge2Work January 2003 - May 2006
Skills
Financial Modeling, Valuation, Venture Capital, Mergers, Equities, Front-end Development, Start-ups, Mergers & Acquisitions, Entrepreneurship, Investment Banking, Finance, Product Management, Strategy, Due Diligence, Competitive Analysis, Business Development, Corporate Development, Investments
Education
Wake Forest University 2002 — 2006
BS, Magna Cum Laude, Mathematical Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2005
Business Bridge Program
INSTEP Cambridge 2004 — 2004
Economics
Homepolish August 2012 - Present
BuzzFeed March 2012 - November 2012
Union Square Advisors July 2009 - March 2012
Brilliant.li January 2011 - February 2012
Union Square Advisors August 2007 - June 2009
Wachovia Securities May 2006 - July 2007
The Eudai Group April 2006 - March 2007
Knowledge2Work January 2003 - May 2006
Skills
Financial Modeling, Valuation, Venture Capital, Mergers, Equities, Front-end Development, Start-ups, Mergers & Acquisitions, Entrepreneurship, Investment Banking, Finance, Product Management, Strategy, Due Diligence, Competitive Analysis, Business Development, Corporate Development, Investments
Education
Wake Forest University 2002 — 2006
BS, Magna Cum Laude, Mathematical Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2005
Business Bridge Program
INSTEP Cambridge 2004 — 2004
Economics
Stephen Patrick's Wachovia Securities Experience 2002 - 2004
Job Director, Global Asset Value Services / Business Unit Leader and Head of Strategic Initiatives at Avnet Services
Industry Information Technology and Services
Experience
Avnet Services July 2015 - Present
Avnet Services July 2014 - July 2015
Avnet Services December 2013 - July 2014
Avnet Services December 2011 - December 2013
Vology January 2009 - November 2011
Juniper Networks January 2009 - November 2011
Private 2006 - 2008
Wachovia Securities 2002 - 2004
Morgan Stanley 1997 - 2004
Rosenthal Collins Group December 1995 - February 1997
Skills
Cisco Technologies, Data Center, Juniper, Business Development, HP, Solution Selling, Channel Partners, Sales, Managed Services, Networking, Strategy, Direct Sales, New Business Development, Cloud Computing, Vendor Management, Sales Management, Management, Purchasing, F5 BigIP, Professional Services, Product Management, Investment Banking, Wireless, Start-ups, SaaS, Sales Process, Juniper Technologies, Cisco, Embedded Software, Customer Satisfaction, Unified Communications, Leadership, Strategic Partnerships, Cisco UCS, Go-to-market Strategy, Partner Management, Team Leadership, Global Business..., Product Launch
Education
Tulane University 1990 — 1994
Riverdale Country Day School 1980 — 1990
High School
Avnet Services July 2015 - Present
Avnet Services July 2014 - July 2015
Avnet Services December 2013 - July 2014
Avnet Services December 2011 - December 2013
Vology January 2009 - November 2011
Juniper Networks January 2009 - November 2011
Private 2006 - 2008
Wachovia Securities 2002 - 2004
Morgan Stanley 1997 - 2004
Rosenthal Collins Group December 1995 - February 1997
Skills
Cisco Technologies, Data Center, Juniper, Business Development, HP, Solution Selling, Channel Partners, Sales, Managed Services, Networking, Strategy, Direct Sales, New Business Development, Cloud Computing, Vendor Management, Sales Management, Management, Purchasing, F5 BigIP, Professional Services, Product Management, Investment Banking, Wireless, Start-ups, SaaS, Sales Process, Juniper Technologies, Cisco, Embedded Software, Customer Satisfaction, Unified Communications, Leadership, Strategic Partnerships, Cisco UCS, Go-to-market Strategy, Partner Management, Team Leadership, Global Business..., Product Launch
Education
Tulane University 1990 — 1994
Riverdale Country Day School 1980 — 1990
High School
Ehab A. Selim, CFP® Ehab A. Selim, CFP®'s Wachovia Securities Experience November 2005 - April 2007
Job Financial Planner at Selim Wealth Management
Industry Financial Services
Experience
Selim Wealth Management April 2014 - Present
New England Financial December 2009 - April 2014
Wachovia Securities Financial Network April 2007 - January 2009
Wachovia Securities November 2005 - April 2007
Morgan Stanley February 2004 - November 2005
Skills
Retirement Planning, Investments, Strategic Financial..., Retirement, Wealth, Series 7, Financial Planning, Finance, Small Business, Term Life Insurance, Insurance, Asset Allocation, Financial Services, Mutual Funds, Disability Insurance, Estate Planning
Education
Towson University 1995 — 1997
B.S., Business Administration
Selim Wealth Management April 2014 - Present
New England Financial December 2009 - April 2014
Wachovia Securities Financial Network April 2007 - January 2009
Wachovia Securities November 2005 - April 2007
Morgan Stanley February 2004 - November 2005
Skills
Retirement Planning, Investments, Strategic Financial..., Retirement, Wealth, Series 7, Financial Planning, Finance, Small Business, Term Life Insurance, Insurance, Asset Allocation, Financial Services, Mutual Funds, Disability Insurance, Estate Planning
Education
Towson University 1995 — 1997
B.S., Business Administration
Caroline Acosta's Wachovia Securities Experience September 2003 - April 2005
Job Compliance Consultant
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2005 - Present
JPMorgan Chase April 2005 - October 2005
Wachovia Securities September 2003 - April 2005
Skills
Series 9/10, Series 66, Securities, Mutual Funds, Series 53
Education
Union County College
Associate's degree, Liberal Studies
Wells Fargo Advisors, LLC October 2005 - Present
JPMorgan Chase April 2005 - October 2005
Wachovia Securities September 2003 - April 2005
Skills
Series 9/10, Series 66, Securities, Mutual Funds, Series 53
Education
Union County College
Associate's degree, Liberal Studies
Kimberli S. Fancher, PMP Kimberli S. Fancher, PMP's Wachovia Securities Experience August 2006 - June 2008
Job Need an advanced Excel or Access solution? Expert advice is just a Skype away. Message me for details.
Industry Financial Services
Experience
Vaco Technology October 2014 - Present
Collabera November 2012 - October 2014
Premier Alliance February 2012 - November 2012
Carlisle & Gallagher Consulting Group October 2010 - December 2011
Wachovia, A Wells Fargo Company June 2008 - October 2010
Wachovia Securities August 2006 - June 2008
Personnel Board of Jefferson County, Alabama January 2003 - July 2006
SouthTrust Bank October 1999 - January 2003
AmSouth Bank January 1998 - October 1999
Birmingham Fire and Rescue Service, Birmingham, AL 1996 - 1998
Skills
Process Improvement, Business Intelligence, Project Management, Business Analysis, Six Sigma, Visio, PMP, SQL, Management, Vendor Management, Project Portfolio..., Data Analysis, SDLC, SharePoint, Team Leadership, Team Management, Software Project..., Analysis, SAP, Microsoft Office, MS Project, Business Communications, Data Governance, Microsoft Excel, Project Delivery, Quality Management, Problem Solving, Process Engineering, Data Mapping, Financial Reporting, Teradata, Quality Center, Databases, Excel, Access, PowerPoint, Business Objects, Crystal Reports, Business Management, Project Execution, Process Flow, Process Mapping, Mind Mapping, Oracle SQL, MySQL, Software Training, Google Docs, Lawson, Metadata Management, Metadata Standards
Education
University of Alabama at Birmingham 1996 — 1997
MBA, Business Administration
University of Alabama at Birmingham 1990 — 1995
BS, Business Management
University of Alabama 1989 — 1991
Business
Hueytown High School 1988 — 1989
Vaco Technology October 2014 - Present
Collabera November 2012 - October 2014
Premier Alliance February 2012 - November 2012
Carlisle & Gallagher Consulting Group October 2010 - December 2011
Wachovia, A Wells Fargo Company June 2008 - October 2010
Wachovia Securities August 2006 - June 2008
Personnel Board of Jefferson County, Alabama January 2003 - July 2006
SouthTrust Bank October 1999 - January 2003
AmSouth Bank January 1998 - October 1999
Birmingham Fire and Rescue Service, Birmingham, AL 1996 - 1998
Skills
Process Improvement, Business Intelligence, Project Management, Business Analysis, Six Sigma, Visio, PMP, SQL, Management, Vendor Management, Project Portfolio..., Data Analysis, SDLC, SharePoint, Team Leadership, Team Management, Software Project..., Analysis, SAP, Microsoft Office, MS Project, Business Communications, Data Governance, Microsoft Excel, Project Delivery, Quality Management, Problem Solving, Process Engineering, Data Mapping, Financial Reporting, Teradata, Quality Center, Databases, Excel, Access, PowerPoint, Business Objects, Crystal Reports, Business Management, Project Execution, Process Flow, Process Mapping, Mind Mapping, Oracle SQL, MySQL, Software Training, Google Docs, Lawson, Metadata Management, Metadata Standards
Education
University of Alabama at Birmingham 1996 — 1997
MBA, Business Administration
University of Alabama at Birmingham 1990 — 1995
BS, Business Management
University of Alabama 1989 — 1991
Business
Hueytown High School 1988 — 1989
Niraj Mehdiratta Niraj Mehdiratta's Wachovia Securities Experience July 2004 - May 2006
Job Owner, Apothecary Cafe & Wine Bar
Industry Restaurants
Experience
Holy Mountain Music Venue + Bar October 2012 - Present
styleX @ SXSW March 2011 - Present
Apothecary Cafe & Wine Bar October 2009 - Present
Grungy Gentleman 2012 - 2013
Leor Energy May 2006 - December 2007
Wachovia Securities July 2004 - May 2006
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2004
MPA, BBA, Finance, Accounting
Holy Mountain Music Venue + Bar October 2012 - Present
styleX @ SXSW March 2011 - Present
Apothecary Cafe & Wine Bar October 2009 - Present
Grungy Gentleman 2012 - 2013
Leor Energy May 2006 - December 2007
Wachovia Securities July 2004 - May 2006
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2004
MPA, BBA, Finance, Accounting
Adam Lerner Adam Lerner's Wachovia Securities Experience May 2006 - December 2008
Job Private Equity Investment Professional
Industry Venture Capital & Private Equity
Experience
McNally Capital LLC January 2009 - Present
Wachovia Securities May 2006 - December 2008
Lehman Brothers September 2001 - August 2003
Education
The University of Chicago Booth School of Business 2006 — 2009
MBA, Finance, Accounting, Entrepreneurship
University of Michigan 1997 — 2001
Bachelor of Arts (BA), Organizational Behavior Studies
McNally Capital LLC January 2009 - Present
Wachovia Securities May 2006 - December 2008
Lehman Brothers September 2001 - August 2003
Education
The University of Chicago Booth School of Business 2006 — 2009
MBA, Finance, Accounting, Entrepreneurship
University of Michigan 1997 — 2001
Bachelor of Arts (BA), Organizational Behavior Studies
Yiwei Karen Guo, CFA, CPA Yiwei Karen Guo, CFA, CPA's Wachovia Securities Experience April 2007 - August 2008
Job Director at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Securities, Market Risk Oversight April 2011 - Present
Wells Fargo Home Mortgage August 2009 - April 2011
Wachovia, A Wells Fargo Company August 2008 - August 2009
Wachovia Securities April 2007 - August 2008
KPMG LLP 2001 - 2007
Education
University of Arkansas 1995 — 1997
M of Accountancy
University of International Business and Economics
Wells Fargo Securities, Market Risk Oversight April 2011 - Present
Wells Fargo Home Mortgage August 2009 - April 2011
Wachovia, A Wells Fargo Company August 2008 - August 2009
Wachovia Securities April 2007 - August 2008
KPMG LLP 2001 - 2007
Education
University of Arkansas 1995 — 1997
M of Accountancy
University of International Business and Economics
Betsy Lueg's Wachovia Securities Experience June 2007 - December 2008
Job First Vice President, EBusiness Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2009 - Present
Wachovia Securities June 2007 - December 2008
A.G. Edwards & Sons, Inc. June 1999 - May 2007
Edward Jones June 1997 - May 1999
Wave Technologies International April 1993 - May 1997
Hill's Pet Nutrition May 1992 - January 1993
Skills
Financial Services, Business Analysis, Internal Communications, Marketing Strategy, Marketing, Series 7, SDLC, Risk Management, Series 63, Vendor Management, Process Improvement, Requirements Gathering, Digital Marketing, Web Content Management, Leadership, User Experience, Management
Education
University of Kansas
Bachelor of Science (BS), Journalism and Mass Communications with discipline in Business Communications
Wells Fargo Advisors January 2009 - Present
Wachovia Securities June 2007 - December 2008
A.G. Edwards & Sons, Inc. June 1999 - May 2007
Edward Jones June 1997 - May 1999
Wave Technologies International April 1993 - May 1997
Hill's Pet Nutrition May 1992 - January 1993
Skills
Financial Services, Business Analysis, Internal Communications, Marketing Strategy, Marketing, Series 7, SDLC, Risk Management, Series 63, Vendor Management, Process Improvement, Requirements Gathering, Digital Marketing, Web Content Management, Leadership, User Experience, Management
Education
University of Kansas
Bachelor of Science (BS), Journalism and Mass Communications with discipline in Business Communications
Christina Molzen's Wachovia Securities Experience 2004 - 2004
Job Director of Talent Management at CustomInk
Industry Human Resources
Experience
CustomInk March 2013 - Present
Wunderman DC 2005 - 2013
Wunderman 2005 - 2013
Wachovia Securities 2004 - 2004
Ferris Baker Watts 1999 - 2003
Conners Capital Management January 1998 - June 1999
Skills
Talent Management, Recruiting, Data Analysis, Employer Branding, Organizational..., Learning Management, Leadership Development, Social Media, Employee Engagement, Team Building, CRM, Human Resources, Training, Performance Management, Leadership, Project Management, Integrated Marketing, Management, Marketing, Personnel Management, Strategy, Digital Marketing, Talent Acquisition, Onboarding, Strategic Planning, Sales, Deferred Compensation, Employee Benefits, Applicant Tracking..., HRIS, Organizational..., Internal Communications
Education
The George Washington University - School of Business 2002 — 2004
MBA, Business
University of Connecticut 1993 — 1997
CustomInk March 2013 - Present
Wunderman DC 2005 - 2013
Wunderman 2005 - 2013
Wachovia Securities 2004 - 2004
Ferris Baker Watts 1999 - 2003
Conners Capital Management January 1998 - June 1999
Skills
Talent Management, Recruiting, Data Analysis, Employer Branding, Organizational..., Learning Management, Leadership Development, Social Media, Employee Engagement, Team Building, CRM, Human Resources, Training, Performance Management, Leadership, Project Management, Integrated Marketing, Management, Marketing, Personnel Management, Strategy, Digital Marketing, Talent Acquisition, Onboarding, Strategic Planning, Sales, Deferred Compensation, Employee Benefits, Applicant Tracking..., HRIS, Organizational..., Internal Communications
Education
The George Washington University - School of Business 2002 — 2004
MBA, Business
University of Connecticut 1993 — 1997
Kristin Kmiotek Kristin Kmiotek's Wachovia Securities Experience March 2007 - November 2008
Job School Psychologist, NYC Department of Education
Industry Mental Health Care
Experience
The Robert Fulton Schools (PS 08 and MS 08), Brooklyn, N.Y. 11201 January 2015 - Present
Oceanside School District September 2012 - June 2013
PS 02 and PS 84 September 2011 - June 2012
Bank of Montreal July 2010 - August 2011
Standard Chartered Bank December 2008 - September 2009
Wachovia Securities March 2007 - November 2008
Financo, Inc September 2004 - September 2006
Vanderbilt Capital Advisors September 2001 - January 2003
Bear Stearns April 2000 - July 2001
Skills
School Psychology, Notary Public, State of New York, Administrative..., Outlook, Office Management, Workshop Facilitation, Data Entry, PowerPoint, Microsoft Office, Microsoft Excel, Research, File Management, Access, Microsoft Word, Lotus Notes, Nonprofits, Statistics, Management, Child Development, Training, Data Analysis, Human Resources, Event Planning, Public Speaking, Teaching, Community Outreach, Higher Education, Psychotherapy, Time Management, Mental Health, Program Development, Program Evaluation, Leadership, SPSS, Technology Needs..., Fundraising, Psychology, Administrative...
Education
Touro College 2010 — 2013
Master of Science, School Psychology
SUNY Old Westbury University, December 2006
Bachelor of Science Degree, Finance
The Robert Fulton Schools (PS 08 and MS 08), Brooklyn, N.Y. 11201 January 2015 - Present
Oceanside School District September 2012 - June 2013
PS 02 and PS 84 September 2011 - June 2012
Bank of Montreal July 2010 - August 2011
Standard Chartered Bank December 2008 - September 2009
Wachovia Securities March 2007 - November 2008
Financo, Inc September 2004 - September 2006
Vanderbilt Capital Advisors September 2001 - January 2003
Bear Stearns April 2000 - July 2001
Skills
School Psychology, Notary Public, State of New York, Administrative..., Outlook, Office Management, Workshop Facilitation, Data Entry, PowerPoint, Microsoft Office, Microsoft Excel, Research, File Management, Access, Microsoft Word, Lotus Notes, Nonprofits, Statistics, Management, Child Development, Training, Data Analysis, Human Resources, Event Planning, Public Speaking, Teaching, Community Outreach, Higher Education, Psychotherapy, Time Management, Mental Health, Program Development, Program Evaluation, Leadership, SPSS, Technology Needs..., Fundraising, Psychology, Administrative...
Education
Touro College 2010 — 2013
Master of Science, School Psychology
SUNY Old Westbury University, December 2006
Bachelor of Science Degree, Finance
Ed Brickley Ed Brickley's Wachovia Securities Experience August 1998 - April 2002
Job Sr. Vice President Fund Manager, Realterm NAT
Industry Real Estate
Experience
Realterm Logistics Fund July 2013 - Present
Realterm NAT June 2011 - Present
LaSalle Investment Management August 2007 - April 2011
LaSalle Investment Management April 2002 - July 2007
Wachovia Securities August 1998 - April 2002
Boston Properties 1997 - 1997
LaSalle Partners January 1995 - August 1996
U.S. Navy May 1988 - December 1994
Skills
Portfolio Management, Team Leadership, Real Estate Development, Asset Management, Real Estate, Acquisitions, Finance, Joint Ventures, Disposition, Mergers & Acquisitions, Industrial Buildings, Private Equity, Dispositions, Medical Office, Real Estate Economics, value-add real estate..., Due Diligence, Investments, Real Estate Finance, Property Management
Education
University of Virginia - Darden Graduate School of Business Administration 1996 — 1998
MBA
Tufts University 1984 — 1988
BSME, Mechanical Engineering
Realterm Logistics Fund July 2013 - Present
Realterm NAT June 2011 - Present
LaSalle Investment Management August 2007 - April 2011
LaSalle Investment Management April 2002 - July 2007
Wachovia Securities August 1998 - April 2002
Boston Properties 1997 - 1997
LaSalle Partners January 1995 - August 1996
U.S. Navy May 1988 - December 1994
Skills
Portfolio Management, Team Leadership, Real Estate Development, Asset Management, Real Estate, Acquisitions, Finance, Joint Ventures, Disposition, Mergers & Acquisitions, Industrial Buildings, Private Equity, Dispositions, Medical Office, Real Estate Economics, value-add real estate..., Due Diligence, Investments, Real Estate Finance, Property Management
Education
University of Virginia - Darden Graduate School of Business Administration 1996 — 1998
MBA
Tufts University 1984 — 1988
BSME, Mechanical Engineering
Edward Vaccaro, CPA's Wachovia Securities Experience May 2007 - December 2007
Job Business Finance Officer at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2012 - Present
Wells Fargo Bank July 2008 - May 2012
Wachovia Securities May 2007 - December 2007
Banc of America Securities 1995 - May 2007
Citibank 1988 - 1995
Arthur Andersen & Co 1985 - 1988
Skills
Capital Markets, ABS, CMBS, Securitization, CDO, Loans, MBS, Mortgage, Structured Finance, Financial Modeling, Financial Reporting, Financial Analysis, Banking, Commercial Mortgages, Accounting, Real Estate, Financial Planning, Budgeting, Structured Products, Derivatives, Fixed Income, Compliance, Bonds, Residential Mortgages, Mortgage Servicing, Finance, Internal Controls, Commercial Real Estate, Securities, SEC filings, Sarbanes-Oxley Act, Essbase, Credit Derivatives, Operational Risk, Managerial Finance, US GAAP, Hyperion Enterprise, Hedging, Account Reconciliation, General Ledger, Operational Risk..., Budgets, Strategic Financial..., Mortgage Lending, Team Leadership
Education
State University of New York at Albany 1984 — 1985
Bachelor of Science, Accounting
TIAA-CREF May 2012 - Present
Wells Fargo Bank July 2008 - May 2012
Wachovia Securities May 2007 - December 2007
Banc of America Securities 1995 - May 2007
Citibank 1988 - 1995
Arthur Andersen & Co 1985 - 1988
Skills
Capital Markets, ABS, CMBS, Securitization, CDO, Loans, MBS, Mortgage, Structured Finance, Financial Modeling, Financial Reporting, Financial Analysis, Banking, Commercial Mortgages, Accounting, Real Estate, Financial Planning, Budgeting, Structured Products, Derivatives, Fixed Income, Compliance, Bonds, Residential Mortgages, Mortgage Servicing, Finance, Internal Controls, Commercial Real Estate, Securities, SEC filings, Sarbanes-Oxley Act, Essbase, Credit Derivatives, Operational Risk, Managerial Finance, US GAAP, Hyperion Enterprise, Hedging, Account Reconciliation, General Ledger, Operational Risk..., Budgets, Strategic Financial..., Mortgage Lending, Team Leadership
Education
State University of New York at Albany 1984 — 1985
Bachelor of Science, Accounting
Jennifer Wills, CEBS Jennifer Wills, CEBS's Wachovia Securities Experience June 2002 - June 2004
Job Consultant at Keller Benefit Services
Industry Insurance
Experience
Keller Benefit Services May 2013 - Present
Keller Benefit Services, Inc. June 2004 - May 2013
Wachovia Securities June 2002 - June 2004
Education
Towson University
Bachelor of Science (B.S.), Business Administration
Keller Benefit Services May 2013 - Present
Keller Benefit Services, Inc. June 2004 - May 2013
Wachovia Securities June 2002 - June 2004
Education
Towson University
Bachelor of Science (B.S.), Business Administration
Bryan Hunt, CFA Bryan Hunt, CFA's Wachovia Securities Experience June 1996 - April 2001
Job Managing Director at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities April 2001 - Present
Wachovia Securities June 1996 - April 2001
Education
Vanderbilt University (OGSM) 1994 — 1996
Masters, Business Administration
University of Alabama 1987 — 1991
BS, Finance, Investment Management
Wells Fargo Securities April 2001 - Present
Wachovia Securities June 1996 - April 2001
Education
Vanderbilt University (OGSM) 1994 — 1996
Masters, Business Administration
University of Alabama 1987 — 1991
BS, Finance, Investment Management
Jeff Whitworth Jeff Whitworth's Wachovia Securities Experience February 2003 - October 2007
Job Financial Services Professional
Industry Financial Services
Experience
E*TRADE Financial 2011 - 2012
SunTrust Investment Services October 2007 - February 2011
Wachovia Securities February 2003 - October 2007
Raymond James October 2000 - January 2003
Skills
Investments, Series 7, Series 63, Securities, Fixed Income, Asset Allocation, Asset Management, Uniform Combined State...
Education
The University of Memphis 1993 — 1995
Master of Business Administration (M.B.A.), International Business
The University of Memphis 1990 — 1992
Bachelor of Arts (B.A.), French Studies
E*TRADE Financial 2011 - 2012
SunTrust Investment Services October 2007 - February 2011
Wachovia Securities February 2003 - October 2007
Raymond James October 2000 - January 2003
Skills
Investments, Series 7, Series 63, Securities, Fixed Income, Asset Allocation, Asset Management, Uniform Combined State...
Education
The University of Memphis 1993 — 1995
Master of Business Administration (M.B.A.), International Business
The University of Memphis 1990 — 1992
Bachelor of Arts (B.A.), French Studies
Brooke Jenkins Brooke Jenkins's Wachovia Securities Experience June 2004 - June 2007
Job Finance Manager at Northrop Grumman Information Systems
Industry Accounting
Experience
Northrop Grumman Information Systems September 2011 - Present
Northrop Grumman Information Systems July 2007 - Present
Wachovia Securities June 2004 - June 2007
Northrop Grumman Mission Systems December 2002 - May 2004
Skills
Process Development, Process Improvement, Financial Analysis, Financial Planning, Financial Reporting, Financial Modeling, Lean Initiatives, Project Planning, Microsoft Office, Access, Forecasting, Management, Strategic Financial...
Education
The College of William and Mary - The Mason School of Business 2006 — 2009
Masters of Business Administration, Finance
The College of William and Mary 1998 — 2002
Bachelor of Business Administration, Finance
Northrop Grumman Information Systems September 2011 - Present
Northrop Grumman Information Systems July 2007 - Present
Wachovia Securities June 2004 - June 2007
Northrop Grumman Mission Systems December 2002 - May 2004
Skills
Process Development, Process Improvement, Financial Analysis, Financial Planning, Financial Reporting, Financial Modeling, Lean Initiatives, Project Planning, Microsoft Office, Access, Forecasting, Management, Strategic Financial...
Education
The College of William and Mary - The Mason School of Business 2006 — 2009
Masters of Business Administration, Finance
The College of William and Mary 1998 — 2002
Bachelor of Business Administration, Finance
Luis G. Naranjo's Wachovia Securities Experience March 2007 - May 2009
Job Senior Project Manager, VP at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2011 - Present
Wells Fargo Advisors June 2010 - November 2011
Wells Fargo Advisors, LLC May 2009 - June 2010
Wachovia Securities March 2007 - May 2009
PMI Central Virginia Chapter January 2008 - June 2008
LGN Consulting March 2004 - June 2008
Richmond Strikers July 2001 - June 2008
PMI Central Virginia Chapter January 2006 - December 2007
Genworth Financial September 2005 - March 2007
PMI Central Virginia Chapter January 2004 - December 2005
Skills
Public Relations, Risk Assessment, Risk Management, Change Management, Leadership, Program Management, PMP, Project Management, Integration, Management, Cross-functional Team..., Strategic Planning, Process Improvement, Budgets, Project Portfolio..., Six Sigma, Strategy
Education
UCLA Anderson School of Management 2010 — 2010
Latino Leaders Program
The George Washington University - School of Business 2002 — 2003
Masters in Project Management
The University of Findlay 1998 — 1998
MS, Environmental Management
The University of Findlay 1997 — 1997
MBA, Business
Universidad de Los Andes 1990 — 1995
Civil Engineer, Civil Engineering
Wells Fargo Advisors November 2011 - Present
Wells Fargo Advisors June 2010 - November 2011
Wells Fargo Advisors, LLC May 2009 - June 2010
Wachovia Securities March 2007 - May 2009
PMI Central Virginia Chapter January 2008 - June 2008
LGN Consulting March 2004 - June 2008
Richmond Strikers July 2001 - June 2008
PMI Central Virginia Chapter January 2006 - December 2007
Genworth Financial September 2005 - March 2007
PMI Central Virginia Chapter January 2004 - December 2005
Skills
Public Relations, Risk Assessment, Risk Management, Change Management, Leadership, Program Management, PMP, Project Management, Integration, Management, Cross-functional Team..., Strategic Planning, Process Improvement, Budgets, Project Portfolio..., Six Sigma, Strategy
Education
UCLA Anderson School of Management 2010 — 2010
Latino Leaders Program
The George Washington University - School of Business 2002 — 2003
Masters in Project Management
The University of Findlay 1998 — 1998
MS, Environmental Management
The University of Findlay 1997 — 1997
MBA, Business
Universidad de Los Andes 1990 — 1995
Civil Engineer, Civil Engineering
Allan Rimland Allan Rimland's Wachovia Securities Experience 2001 - 2008
Job President and Chief Financial Officer at AdCare Health Systems, Inc.
Industry Real Estate
Experience
AdCare Health Systems, Inc. April 2015 - Present
Stephens Inc. March 2011 - February 2015
JMP Securities 2008 - 2011
Wachovia Securities 2001 - 2008
Banc of America Securities 1999 - 2001
Morgan Stanley 1996 - 1999
NatWest Markets 1992 - 1995
Smith Barney 1989 - 1991
Booz Allen Hamilton 1985 - 1987
Education
The University of Chicago - Booth School of Business 1987 — 1989
MBA, Finance, General
University of Pennsylvania 1981 — 1985
BAS, Applied Science-Computer Science Enginnering
University of Pennsylvania - The Wharton School 1981 — 1985
BS.Econ., Finance/Management
AdCare Health Systems, Inc. April 2015 - Present
Stephens Inc. March 2011 - February 2015
JMP Securities 2008 - 2011
Wachovia Securities 2001 - 2008
Banc of America Securities 1999 - 2001
Morgan Stanley 1996 - 1999
NatWest Markets 1992 - 1995
Smith Barney 1989 - 1991
Booz Allen Hamilton 1985 - 1987
Education
The University of Chicago - Booth School of Business 1987 — 1989
MBA, Finance, General
University of Pennsylvania 1981 — 1985
BAS, Applied Science-Computer Science Enginnering
University of Pennsylvania - The Wharton School 1981 — 1985
BS.Econ., Finance/Management
John Eubanks, CFP®, CDFA™'s Wachovia Securities Experience 2006 - 2008
Job Partner at Patton Albertson & Miller, LLC
Industry Financial Services
Experience
Patton Albertson & Miller, LLC January 2011 - Present
Merrill Lynch April 2008 - January 2011
Wachovia Securities 2006 - 2008
Skills
Wealth Management, Estate Planning, Investment Management, Financial Planning, Multi-generational..., Mergers & Acquisitions, Business Exit &..., Business Acquisition, Business Brokerage, Retirement Planning, Trust Services, Risk Management, Divorce, 401k, Defined Benefit
Education
The University of Georgia 2002 — 2007
BSFCS, Financial Planning
Patton Albertson & Miller, LLC January 2011 - Present
Merrill Lynch April 2008 - January 2011
Wachovia Securities 2006 - 2008
Skills
Wealth Management, Estate Planning, Investment Management, Financial Planning, Multi-generational..., Mergers & Acquisitions, Business Exit &..., Business Acquisition, Business Brokerage, Retirement Planning, Trust Services, Risk Management, Divorce, 401k, Defined Benefit
Education
The University of Georgia 2002 — 2007
BSFCS, Financial Planning
Robert Faber's Wachovia Securities Experience June 2003 - June 2005
Job Principal at Ballast Point Ventures
Industry Venture Capital & Private Equity
Experience
PowerDMS 2014 - Present
Ballast Point Ventures August 2010 - Present
Wachovia Capital Partners July 2005 - June 2008
Wachovia Securities June 2003 - June 2005
Skills
Valuation, Private Equity, Venture Capital, Start-ups, Strategic Partnerships, Financial Modeling, Due Diligence, Mergers, Mergers & Acquisitions, Investments, Strategy, Alternative Investments, LBO
Education
The Tuck School of Business at Dartmouth 2008 — 2010
MBA
Princeton University 1998 — 2002
PowerDMS 2014 - Present
Ballast Point Ventures August 2010 - Present
Wachovia Capital Partners July 2005 - June 2008
Wachovia Securities June 2003 - June 2005
Skills
Valuation, Private Equity, Venture Capital, Start-ups, Strategic Partnerships, Financial Modeling, Due Diligence, Mergers, Mergers & Acquisitions, Investments, Strategy, Alternative Investments, LBO
Education
The Tuck School of Business at Dartmouth 2008 — 2010
MBA
Princeton University 1998 — 2002
Jon Kurzmann Jon Kurzmann's Wachovia Securities Experience January 1999 - January 2003
Job Adjunct Professor at Harford Community College
Industry Marketing and Advertising
Experience
Harford Community College September 2014 - Present
Dollars In Your Attic September 2011 - Present
The Examiner 2010 - 2011
Asset Management Services July 2009 - August 2010
Merrill Lynch2003-2009 2003 - 2009
Wachovia Securities January 1999 - January 2003
Alex Brown & Sons January 1990 - January 1999
Legg Mason Wood Walker January 1986 - January 1990
Harman Specialty Metals Group January 1981 - January 1986
Skills
Management, Program Management, Forecasting, Risk Management, Marketing, Training, Budgets, Sales, Recruiting, Fundraising, Sales Management, Analysis, Nonprofits, Accounting, Financial Analysis, Time Management, Due Diligence, Risk Analysis
Education
The Johns Hopkins University 1984 — 1986
Masters of Administrative Science, Finance
Towson State University 1977 — 1981
Bachelors of Science, Business Administration
Calvert Hall College H.S 1972 — 1976
H.S. Diploma
Harford Community College September 2014 - Present
Dollars In Your Attic September 2011 - Present
The Examiner 2010 - 2011
Asset Management Services July 2009 - August 2010
Merrill Lynch2003-2009 2003 - 2009
Wachovia Securities January 1999 - January 2003
Alex Brown & Sons January 1990 - January 1999
Legg Mason Wood Walker January 1986 - January 1990
Harman Specialty Metals Group January 1981 - January 1986
Skills
Management, Program Management, Forecasting, Risk Management, Marketing, Training, Budgets, Sales, Recruiting, Fundraising, Sales Management, Analysis, Nonprofits, Accounting, Financial Analysis, Time Management, Due Diligence, Risk Analysis
Education
The Johns Hopkins University 1984 — 1986
Masters of Administrative Science, Finance
Towson State University 1977 — 1981
Bachelors of Science, Business Administration
Calvert Hall College H.S 1972 — 1976
H.S. Diploma
Melanie Warren Melanie Warren's Wachovia Securities Experience February 2000 - January 2005
Job SOS by Melanie Stage, Organize, Senior Move Management
Industry Design
Experience
IAHSP - Member of International Association of Home Stagers, June 2006 - Present
SOS by Melanie (Stage, Organize and Senior Move Management) January 2006 - Present
SOS by Melanie (Stage, Organize & Senior Move Management) January 2005 - Present
Puyallup Sumner Chamber of Commerce January 2011 - January 2012
Wachovia Securities February 2000 - January 2005
EFHutton, Shearson and Smith Barney 1983 - 2005
Prudential Securities 2000 - 2004
Prudential Financial 2000 - 2003
Smith Barney 1996 - 2000
Skills
Small Business, Customer Service, Marketing, Coaching, Training, Management, Sales, Public Speaking, Leadership, Real Estate, Home Staging, Event Planning, Time Management, Selling, Seniors, Relocation, Advertising, Social Media Marketing, Residential Homes, Marketing Strategy, Account Management, Networking, Team Building, New Business Development, Entrepreneurship, Social Networking, Investments, Property, REO, Negotiation, Condos, Contract Negotiation, Budgets, Strategic Planning, Sales Management, Leadership Development, Online Marketing, Business Development, Fundraising, Social Media, Marketing Communications, Professional Organizing, Email Marketing, Event Management
Education
University of Pennsylvania - The Wharton School 1992 — 1995
University of California, Berkeley
IAHSP - Member of International Association of Home Stagers, June 2006 - Present
SOS by Melanie (Stage, Organize and Senior Move Management) January 2006 - Present
SOS by Melanie (Stage, Organize & Senior Move Management) January 2005 - Present
Puyallup Sumner Chamber of Commerce January 2011 - January 2012
Wachovia Securities February 2000 - January 2005
EFHutton, Shearson and Smith Barney 1983 - 2005
Prudential Securities 2000 - 2004
Prudential Financial 2000 - 2003
Smith Barney 1996 - 2000
Skills
Small Business, Customer Service, Marketing, Coaching, Training, Management, Sales, Public Speaking, Leadership, Real Estate, Home Staging, Event Planning, Time Management, Selling, Seniors, Relocation, Advertising, Social Media Marketing, Residential Homes, Marketing Strategy, Account Management, Networking, Team Building, New Business Development, Entrepreneurship, Social Networking, Investments, Property, REO, Negotiation, Condos, Contract Negotiation, Budgets, Strategic Planning, Sales Management, Leadership Development, Online Marketing, Business Development, Fundraising, Social Media, Marketing Communications, Professional Organizing, Email Marketing, Event Management
Education
University of Pennsylvania - The Wharton School 1992 — 1995
University of California, Berkeley
Steve Blum Steve Blum's Wachovia Securities Experience 1993 - 2000
Job Business Development Specialist at TIME Financial, a Crump Company
Industry Insurance
Experience
TIME Financial, a Crump Company March 2013 - Present
Investors Marketing Services November 2011 - February 2013
Allied Marketing Partners November 2010 - November 2011
Hooper Holmes Underwriting Solutions April 2009 - March 2010
Old Mutual Financial Network 2004 - 2008
Jackson National Life January 2003 - July 2003
Community Bank Marketing 2000 - 2003
Wachovia Securities 1993 - 2000
First Union Brokerage Services January 1993 - December 1999
Invest Financial 1989 - 1993
Skills
Fixed Annuities, Insurance, Life Insurance, Retirement, Retirement Planning, Series 63, Series 6, Variable Annuities, Long-term Care, Strategic Financial..., Mutual Funds, Sales Management, Territory Mgmt, Universal Life, Series 7, Term Life Insurance, Wealth Management, Financial Services, Sales, Long Term Care Insurance, Estate Planning, 401k, Business Development, Disability Insurance, Investments, Marketing, IRAs, Financial Planners, Strategy, Financial Advisory, Account Management, Health Insurance, Whole Life, FINRA, Underwriting, Securities, Critical Illness, Series 65, Investment Advisory, Employee Benefits, Brokers, Wealth, Pensions, Series 24, Financial Planning
Education
The University of Georgia 1973 — 1977
BA
The University of Georgia
TIME Financial, a Crump Company March 2013 - Present
Investors Marketing Services November 2011 - February 2013
Allied Marketing Partners November 2010 - November 2011
Hooper Holmes Underwriting Solutions April 2009 - March 2010
Old Mutual Financial Network 2004 - 2008
Jackson National Life January 2003 - July 2003
Community Bank Marketing 2000 - 2003
Wachovia Securities 1993 - 2000
First Union Brokerage Services January 1993 - December 1999
Invest Financial 1989 - 1993
Skills
Fixed Annuities, Insurance, Life Insurance, Retirement, Retirement Planning, Series 63, Series 6, Variable Annuities, Long-term Care, Strategic Financial..., Mutual Funds, Sales Management, Territory Mgmt, Universal Life, Series 7, Term Life Insurance, Wealth Management, Financial Services, Sales, Long Term Care Insurance, Estate Planning, 401k, Business Development, Disability Insurance, Investments, Marketing, IRAs, Financial Planners, Strategy, Financial Advisory, Account Management, Health Insurance, Whole Life, FINRA, Underwriting, Securities, Critical Illness, Series 65, Investment Advisory, Employee Benefits, Brokers, Wealth, Pensions, Series 24, Financial Planning
Education
The University of Georgia 1973 — 1977
BA
The University of Georgia
Larissa López-Ibáñez Larissa López-Ibáñez's Wachovia Securities Experience January 2004 - July 2007
Job Marketing Director & Project Manager
Industry Marketing and Advertising
Experience
Bermuda Sands Apparel April 2012 - Present
AC&M Group April 2010 - June 2012
Girl Scouts, Hornets' Nest Council May 2008 - October 2009
Wachovia Securities January 2004 - July 2007
Wachovia Bank January 2004 - July 2007
Wachovia Bank August 2001 - January 2004
Carolina Medical Center Hospital 2003 - 2004
Wachovia Bank 2001 - 2004
Wachovia Bank 2000 - 2001
Wachovia Bank 1999 - 2000
Skills
Process Improvement, Strategic Planning, Leadership, Risk Management, Customer Service, Business Development, Banking, Financial Analysis, Microsoft Office, Marketing Strategy, Time Management, Project Management, Team Building, Business Process..., Account Management, Leadership Development, Training, Microsoft Excel, Coaching, Microsoft Word, Social Media Marketing, Teamwork, Advertising, Accounting, Management, Team Leadership, New Business Development, PowerPoint, Marketing, Budgets, Forecasting, Strategy, Business Planning, Business Strategy, Entrepreneurship
Education
Universidad Católica de Santiago de Guayaquil 1993 — 1996
BA, Accounting
Colegio Católico "La Dolorosa"
High School
Bermuda Sands Apparel April 2012 - Present
AC&M Group April 2010 - June 2012
Girl Scouts, Hornets' Nest Council May 2008 - October 2009
Wachovia Securities January 2004 - July 2007
Wachovia Bank January 2004 - July 2007
Wachovia Bank August 2001 - January 2004
Carolina Medical Center Hospital 2003 - 2004
Wachovia Bank 2001 - 2004
Wachovia Bank 2000 - 2001
Wachovia Bank 1999 - 2000
Skills
Process Improvement, Strategic Planning, Leadership, Risk Management, Customer Service, Business Development, Banking, Financial Analysis, Microsoft Office, Marketing Strategy, Time Management, Project Management, Team Building, Business Process..., Account Management, Leadership Development, Training, Microsoft Excel, Coaching, Microsoft Word, Social Media Marketing, Teamwork, Advertising, Accounting, Management, Team Leadership, New Business Development, PowerPoint, Marketing, Budgets, Forecasting, Strategy, Business Planning, Business Strategy, Entrepreneurship
Education
Universidad Católica de Santiago de Guayaquil 1993 — 1996
BA, Accounting
Colegio Católico "La Dolorosa"
High School
Linda Joy Weinstein Linda Joy Weinstein's Wachovia Securities Experience November 2005 - February 2006
Job Sr. Consultant at The DARTON GROUP
Industry Management Consulting
Experience
DARTON GROUP Consulting September 2015 - Present
Wells Fargo November 2014 - June 2015
Bank of America Merrill Lynch July 2010 - January 2014
Wells Fargo May 2008 - July 2010
Wachovia, A Wells Fargo Company February 2005 - January 2008
Wachovia Securities November 2005 - February 2006
Wachovia, A Wells Fargo Company July 2002 - May 2005
Wachovia, A Wells Fargo Company September 2001 - July 2002
Bank of America January 2000 - March 2001
Bank of America February 1999 - January 2000
Skills
Leadership, Project Portfolio..., Strategy, Risk Management, Program Management, E-commerce, Financial Services, Governance, Credit, Banking, Product Management, Analytics, Project Management, Vendor Management, Management, Project Planning, Executive Management, Financial Risk, Training, Operations Management, Online Marketing, Mergers & Acquisitions, Budgets, Capital Markets, Forecasting, Business Process, Portfolio Management, Analysis, Business Intelligence, Business Strategy, Management Consulting, Thought Leadership, CRM, SDLC, Enterprise Software, Business Process..., Sales, Investment Banking, Process Improvement, Integration, Requirements Gathering, Strategic Planning
Education
University of California, Berkeley 1986 — 1989
Masters, Architecture
University of California, Berkeley 1984 — 1986
Bachelor's Degree, Environmental Design
DARTON GROUP Consulting September 2015 - Present
Wells Fargo November 2014 - June 2015
Bank of America Merrill Lynch July 2010 - January 2014
Wells Fargo May 2008 - July 2010
Wachovia, A Wells Fargo Company February 2005 - January 2008
Wachovia Securities November 2005 - February 2006
Wachovia, A Wells Fargo Company July 2002 - May 2005
Wachovia, A Wells Fargo Company September 2001 - July 2002
Bank of America January 2000 - March 2001
Bank of America February 1999 - January 2000
Skills
Leadership, Project Portfolio..., Strategy, Risk Management, Program Management, E-commerce, Financial Services, Governance, Credit, Banking, Product Management, Analytics, Project Management, Vendor Management, Management, Project Planning, Executive Management, Financial Risk, Training, Operations Management, Online Marketing, Mergers & Acquisitions, Budgets, Capital Markets, Forecasting, Business Process, Portfolio Management, Analysis, Business Intelligence, Business Strategy, Management Consulting, Thought Leadership, CRM, SDLC, Enterprise Software, Business Process..., Sales, Investment Banking, Process Improvement, Integration, Requirements Gathering, Strategic Planning
Education
University of California, Berkeley 1986 — 1989
Masters, Architecture
University of California, Berkeley 1984 — 1986
Bachelor's Degree, Environmental Design
Noelle Pierce Noelle Pierce's Wachovia Securities Experience January 2007 - August 2009
Job Managing Partner at Classic Wine & Spirits, LLC
Industry Wine and Spirits
Experience
Classic Wine & Spirits, LLC 2013 - 2014
Wachovia Securities January 2007 - August 2009
Advisor Tools, Inc. March 2006 - December 2007
Plum Tree Yoga January 2003 - May 2006
Skills
Yoga, Hatha Yoga, Account Management, Sales, Wine, Event Planning, Wellness, Personal Development, Creative Writing, Strength Training
Education
The University of Georgia 1990 — 1993
Bachelor of Arts (B.A.), Journalism
University of Alabama at Birmingham 1989 — 1990
Classic Wine & Spirits, LLC 2013 - 2014
Wachovia Securities January 2007 - August 2009
Advisor Tools, Inc. March 2006 - December 2007
Plum Tree Yoga January 2003 - May 2006
Skills
Yoga, Hatha Yoga, Account Management, Sales, Wine, Event Planning, Wellness, Personal Development, Creative Writing, Strength Training
Education
The University of Georgia 1990 — 1993
Bachelor of Arts (B.A.), Journalism
University of Alabama at Birmingham 1989 — 1990
Melissa Dolan Melissa Dolan's Wachovia Securities Experience June 2008 - August 2008
Job Associate Marketing Manager at General Mills
Industry Consumer Goods
Experience
General Mills August 2015 - Present
Keurig Green Mountain, Inc. June 2014 - August 2014
Ares Management August 2011 - May 2013
Wells Fargo Securities June 2009 - June 2011
Wachovia Securities June 2008 - August 2008
Skills
Valuation, Financial Modeling, Capital Markets, Bloomberg, Investment Banking, Private Equity, Microsoft Excel, Financial Analysis, Investments, Strategy, Data Analysis, Due Diligence, Mergers & Acquisitions, Corporate Finance, Management, Analysis, Market Research
Education
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (M.B.A.), Graduated with Distinction
Washington and Lee University 2005 — 2009
B.S, Business Administration; Special Attainments; Commerce
General Mills August 2015 - Present
Keurig Green Mountain, Inc. June 2014 - August 2014
Ares Management August 2011 - May 2013
Wells Fargo Securities June 2009 - June 2011
Wachovia Securities June 2008 - August 2008
Skills
Valuation, Financial Modeling, Capital Markets, Bloomberg, Investment Banking, Private Equity, Microsoft Excel, Financial Analysis, Investments, Strategy, Data Analysis, Due Diligence, Mergers & Acquisitions, Corporate Finance, Management, Analysis, Market Research
Education
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (M.B.A.), Graduated with Distinction
Washington and Lee University 2005 — 2009
B.S, Business Administration; Special Attainments; Commerce
Nick Wilkinson Nick Wilkinson's Wachovia Securities Experience February 2007 - June 2009
Job Deputy Administrator, Economic Development at City of Chattanooga
Industry Education Management
Experience
City of Chattanooga February 2014 - Present
Chattanooga Neighborhood Enterprise, Inc. October 2010 - December 2013
Cincinnati Country Day School July 2009 - October 2010
Wachovia Securities February 2007 - June 2009
The McCallie School July 2004 - September 2006
The McCallie School July 2001 - July 2004
Georgia State Senate 2000 - 2000
Skills
Fundraising, Public Speaking, Non-profits, Microsoft Office, Writing, Public Finance, Municipal, Capital Markets, Investment Advisory, Nonprofits, Grant Writing, Management, Municipalities, Community Development, Volunteer Management, Leadership, Event Planning, Budgets, Customer Service, Social Media, Community Outreach, Non-profit..., Strategic Planning, Event Management
Education
The University of Georgia 1996 — 2000
BA
The McCallie School 1990 — 1996
St. Nicholas
City of Chattanooga February 2014 - Present
Chattanooga Neighborhood Enterprise, Inc. October 2010 - December 2013
Cincinnati Country Day School July 2009 - October 2010
Wachovia Securities February 2007 - June 2009
The McCallie School July 2004 - September 2006
The McCallie School July 2001 - July 2004
Georgia State Senate 2000 - 2000
Skills
Fundraising, Public Speaking, Non-profits, Microsoft Office, Writing, Public Finance, Municipal, Capital Markets, Investment Advisory, Nonprofits, Grant Writing, Management, Municipalities, Community Development, Volunteer Management, Leadership, Event Planning, Budgets, Customer Service, Social Media, Community Outreach, Non-profit..., Strategic Planning, Event Management
Education
The University of Georgia 1996 — 2000
BA
The McCallie School 1990 — 1996
St. Nicholas
Christine Peed's Wachovia Securities Experience 2003 - 2005
Job Admissions Representative/Academic Advisor and Business Development
Industry Higher Education
Experience
Technology Sales Leads 2013 - Present
Self Employed 2014 - Present
Arbitron 2010 - 2011
Toucan Capital Corporation 2007 - 2010
Chrissy's Licensed Day Care Service 2005 - 2007
Wachovia Securities 2003 - 2005
Innovative Community Technology Specialist / University of Maryland Baltimore County 1995 - 2003
Skills
Marketing, New Business Development, Management, Entrepreneurship, Sales, Team Leadership, Cold Calling, Sales Operations, Business Development, Higher Education, Human Resources, Small Business, Time Management
Education
Walden University
Master of Science (M.S.), Higher Education and Leadership for Success
University of Maryland University College 2012 — 2013
Bachelor of Applied Science (B.A.Sc.), Psychology
University of Maryland Universtiy College 2012 — 2013
Certificate, Clinical and Mental Health Care
The Community College of Baltimore County 2010 — 2012
Associate of Arts (A.A.), General with a concentration in psychology and human services
Technology Sales Leads 2013 - Present
Self Employed 2014 - Present
Arbitron 2010 - 2011
Toucan Capital Corporation 2007 - 2010
Chrissy's Licensed Day Care Service 2005 - 2007
Wachovia Securities 2003 - 2005
Innovative Community Technology Specialist / University of Maryland Baltimore County 1995 - 2003
Skills
Marketing, New Business Development, Management, Entrepreneurship, Sales, Team Leadership, Cold Calling, Sales Operations, Business Development, Higher Education, Human Resources, Small Business, Time Management
Education
Walden University
Master of Science (M.S.), Higher Education and Leadership for Success
University of Maryland University College 2012 — 2013
Bachelor of Applied Science (B.A.Sc.), Psychology
University of Maryland Universtiy College 2012 — 2013
Certificate, Clinical and Mental Health Care
The Community College of Baltimore County 2010 — 2012
Associate of Arts (A.A.), General with a concentration in psychology and human services
Kyle Bowen's Wachovia Securities Experience December 2002 - December 2006
Job Vice President at BOSC, Inc.
Industry Financial Services
Experience
Bank of Texas, BOSC, Inc. April 2011 - Present
Newbridge Securities January 2006 - April 2011
WACHOVIA SECURITIES December 2002 - December 2006
Newell Rubbermaid January 2001 - January 2002
Skills
Asset Management, Accounting, Budgets, Business Strategy, Finance, Financial Analysis, Investments, Leadership, Management, Marketing, New Business Development, Portfolio Management, Sales, Series 63, Series 7, Strategic Planning, Strategy, Team Management, Wealth Management, Training
Education
The University of Kansas 1997 — 2001
BS, Communications
Bank of Texas, BOSC, Inc. April 2011 - Present
Newbridge Securities January 2006 - April 2011
WACHOVIA SECURITIES December 2002 - December 2006
Newell Rubbermaid January 2001 - January 2002
Skills
Asset Management, Accounting, Budgets, Business Strategy, Finance, Financial Analysis, Investments, Leadership, Management, Marketing, New Business Development, Portfolio Management, Sales, Series 63, Series 7, Strategic Planning, Strategy, Team Management, Wealth Management, Training
Education
The University of Kansas 1997 — 2001
BS, Communications
Chet Reid Chet Reid's Wachovia Securities Experience August 2008 - June 2010
Job Wholesale Service Level Incident Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo June 2010 - Present
Wachovia Securities August 2008 - June 2010
A.G. Edwards & Sons, Inc. February 2007 - August 2008
Elite IT Services 2007 - 2008
Express Scripts February 2006 - December 2006
Reuters October 2003 - February 2006
Tek Systems 2006 - 2006
May Department Stores October 2000 - March 2003
Skills
Operating Systems, Software Documentation
Education
The University of Memphis 1995 — 2001
Hazelwood East
Kirby Junior High School
Kirby Junior High School
Kirby Junior High School
Wells Fargo June 2010 - Present
Wachovia Securities August 2008 - June 2010
A.G. Edwards & Sons, Inc. February 2007 - August 2008
Elite IT Services 2007 - 2008
Express Scripts February 2006 - December 2006
Reuters October 2003 - February 2006
Tek Systems 2006 - 2006
May Department Stores October 2000 - March 2003
Skills
Operating Systems, Software Documentation
Education
The University of Memphis 1995 — 2001
Hazelwood East
Kirby Junior High School
Kirby Junior High School
Kirby Junior High School
Heard Stoddard Heard Stoddard's Wachovia Securities Experience July 2003 - October 2006
Job Senior Vice President at Wunderlich
Industry Financial Services
Experience
Wunderlich Securities November 2006 - Present
Wachovia Securities July 2003 - October 2006
Prudential Financial May 2001 - July 2003
Morgan Keegan October 1992 - May 2001
Skills
Investment Strategies
Education
University of Arkansas at Fayetteville 1990 — 1992
Master of Business Administration (M.B.A.)
University of Arkansas at Fayetteville 1986 — 1990
Bachelor of Science (BS), Economics
Wunderlich Securities November 2006 - Present
Wachovia Securities July 2003 - October 2006
Prudential Financial May 2001 - July 2003
Morgan Keegan October 1992 - May 2001
Skills
Investment Strategies
Education
University of Arkansas at Fayetteville 1990 — 1992
Master of Business Administration (M.B.A.)
University of Arkansas at Fayetteville 1986 — 1990
Bachelor of Science (BS), Economics
Rodney Jacob Routsong Rodney Jacob Routsong's Wachovia Securities Experience September 2008 - January 2011
Job Equity and Options
Industry Financial Services
Experience
Stifel Financial Corp. June 2013 - Present
Stifel Financial Corp. August 2012 - May 2013
Wells Fargo Advisors January 2011 - August 2012
Wells Fargo Advisors February 2011 - October 2011
Wachovia Securities September 2008 - January 2011
Skills
Fixed Income, Mutual Funds, Trading, Cash Management, Account Reconciliation, Wealth Management, Financial Analysis, Retirement Planning, Banking, Retirement, Microsoft Excel, Customer Service, Equities, Financial Services, Trading Systems, Bonds, Investment Advisory, ETFs, Outlook, Capital Markets, Securities, Finance, Investments
Education
The Ohio State University 2002 — 2008
Bachelor, Economics
Parkway West High School 1998 — 2002
High School Diploma
Stifel Financial Corp. June 2013 - Present
Stifel Financial Corp. August 2012 - May 2013
Wells Fargo Advisors January 2011 - August 2012
Wells Fargo Advisors February 2011 - October 2011
Wachovia Securities September 2008 - January 2011
Skills
Fixed Income, Mutual Funds, Trading, Cash Management, Account Reconciliation, Wealth Management, Financial Analysis, Retirement Planning, Banking, Retirement, Microsoft Excel, Customer Service, Equities, Financial Services, Trading Systems, Bonds, Investment Advisory, ETFs, Outlook, Capital Markets, Securities, Finance, Investments
Education
The Ohio State University 2002 — 2008
Bachelor, Economics
Parkway West High School 1998 — 2002
High School Diploma
David Shay David Shay's Wachovia Securities Experience June 2006 - December 2006
Job Senior Consultant at Booz Allen Hamilton
Industry Management Consulting
Experience
Booz Allen Hamilton July 2014 - Present
Norfolk Southern May 2013 - August 2013
Davenport & Company LLC December 2006 - June 2012
Wachovia Securities June 2006 - December 2006
Skills
Series 7, Valuation, Financial Advisory, Finance, Economics, Series 66, Mutual Funds, Strategic Financial..., Investment Management, Investment Advisory, Wealth Management, Lean Six Sigma
Education
The College of William and Mary 2012 — 2014
Master of Business Administration (M.B.A.)
Washington and Lee University 2002 — 2006
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2004 — 2004
Summer Classes, International Political Economy, International Business Strategy
Booz Allen Hamilton July 2014 - Present
Norfolk Southern May 2013 - August 2013
Davenport & Company LLC December 2006 - June 2012
Wachovia Securities June 2006 - December 2006
Skills
Series 7, Valuation, Financial Advisory, Finance, Economics, Series 66, Mutual Funds, Strategic Financial..., Investment Management, Investment Advisory, Wealth Management, Lean Six Sigma
Education
The College of William and Mary 2012 — 2014
Master of Business Administration (M.B.A.)
Washington and Lee University 2002 — 2006
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2004 — 2004
Summer Classes, International Political Economy, International Business Strategy
Pam Hazel Pam Hazel's Wachovia Securities Experience March 2005 - March 2008
Job Real Estate Sales Agent at Virginia Properties, A Long and Foster Company
Industry Financial Services
Experience
Virginia Properties, A Long and Foster Company December 2009 - Present
Wachovia Securities March 2005 - March 2008
CarMax March 2003 - March 2005
HAZEL FINANCIAL CONSULTING February 2000 - March 2005
Skills
Management, Negotiation, Analysis, CRM, Strategic Planning, Market Research
Education
The University of Texas at Arlington - College of Business 1983 — 1986
BBA, Finance
Eisenhower High School, Decatur, IL
Virginia Properties, A Long and Foster Company December 2009 - Present
Wachovia Securities March 2005 - March 2008
CarMax March 2003 - March 2005
HAZEL FINANCIAL CONSULTING February 2000 - March 2005
Skills
Management, Negotiation, Analysis, CRM, Strategic Planning, Market Research
Education
The University of Texas at Arlington - College of Business 1983 — 1986
BBA, Finance
Eisenhower High School, Decatur, IL
Jessica Urbanski Jessica Urbanski's Wachovia Securities Experience 2003 - 2004
Job Senior Vice President, Senior Wealth Advisor at IBERIABANK
Industry Investment Management
Experience
IBERIA Wealth Advisors July 2011 - Present
Merrill Lynch 2006 - 2011
Wachovia Securities 2003 - 2004
SunTrust Bank 1998 - 2003
Skills
CTFA, Estate Planning, Investment Management, Financial Advisory, Wealth, Wealth Management, Financial Services, Wealth Management..., Banking, Trusts, Financial Planning, Management, Investment Advisory, Investments
Education
University of Alabama 1994 — 1998
BA, Communications and Marketing
E. D. White Catholic High 1990 — 1994
IBERIA Wealth Advisors July 2011 - Present
Merrill Lynch 2006 - 2011
Wachovia Securities 2003 - 2004
SunTrust Bank 1998 - 2003
Skills
CTFA, Estate Planning, Investment Management, Financial Advisory, Wealth, Wealth Management, Financial Services, Wealth Management..., Banking, Trusts, Financial Planning, Management, Investment Advisory, Investments
Education
University of Alabama 1994 — 1998
BA, Communications and Marketing
E. D. White Catholic High 1990 — 1994
Mark A. Smith, CFA Mark A. Smith, CFA's Wachovia Securities Experience 2004 - 2007
Job Partner, Vantage Point Advisory, Inc.
Industry Management Consulting
Experience
Vantage Point Advisory, Inc. March 2009 - Present
Finley, Colmer and Company March 2009 - Present
GE Capital 2007 - 2009
Wachovia Securities 2004 - 2007
Lehman Brothers 2001 - 2002
Skills
Debt Restructuring, Bankruptcy, Receiverships, Cash Flow Forecasting, Collateral Management, Liquidity Management, Liquidation, Corporate Turnaround, Business Valuation, Asset Disposition, Asset Based Lending, Cash Flow Management, Due Diligence, International Business, Corporate Communications, Situation Analysis, Turnaround Situations, Special Situations, Working Capital..., Capital Structure, Capital Raises, Debt Structuring, Working Abroad, Interim Management, CFA, Budget Analysis, Financial Modeling, Turn Around Management, Cash Flow, Business Development, Budgets, Capital, Corporate Finance, Finance, Financial Analysis, Financial Structuring, Management, Mergers, Portfolio Management, Private Equity, Restructuring, Valuation
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA, Finance
University of Alabama 1996 — 2000
BS, Finance
Vantage Point Advisory, Inc. March 2009 - Present
Finley, Colmer and Company March 2009 - Present
GE Capital 2007 - 2009
Wachovia Securities 2004 - 2007
Lehman Brothers 2001 - 2002
Skills
Debt Restructuring, Bankruptcy, Receiverships, Cash Flow Forecasting, Collateral Management, Liquidity Management, Liquidation, Corporate Turnaround, Business Valuation, Asset Disposition, Asset Based Lending, Cash Flow Management, Due Diligence, International Business, Corporate Communications, Situation Analysis, Turnaround Situations, Special Situations, Working Capital..., Capital Structure, Capital Raises, Debt Structuring, Working Abroad, Interim Management, CFA, Budget Analysis, Financial Modeling, Turn Around Management, Cash Flow, Business Development, Budgets, Capital, Corporate Finance, Finance, Financial Analysis, Financial Structuring, Management, Mergers, Portfolio Management, Private Equity, Restructuring, Valuation
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA, Finance
University of Alabama 1996 — 2000
BS, Finance
Michael Misantone Michael Misantone's Wachovia Securities Experience May 2006 - August 2008
Job Managing Director at KippsDeSanto & Co.
Industry Financial Services
Experience
KippsDeSanto & Co. August 2008 - Present
Wachovia Securities May 2006 - August 2008
Jefferies & Company April 2002 - May 2006
Credit Suisse First Boston August 2001 - April 2002
Quarterdeck Investment Partners 1998 - 1999
Goldman Sachs July 1996 - June 1998
Skills
Mergers, Strategy, Valuation, Financial Modeling, Due Diligence, Investment Banking, Private Equity, Corporate Development, Corporate Finance, Financial Analysis, LBO, Mergers & Acquisitions, Defense, Capital Markets, Finance, Technical Analysis, Market Analysis, Operations Management, Equity Trading, Integration, Investments, Competitive Intelligence
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance
University of Virginia 1992 — 1996
BA, Economics, Spanish
KippsDeSanto & Co. August 2008 - Present
Wachovia Securities May 2006 - August 2008
Jefferies & Company April 2002 - May 2006
Credit Suisse First Boston August 2001 - April 2002
Quarterdeck Investment Partners 1998 - 1999
Goldman Sachs July 1996 - June 1998
Skills
Mergers, Strategy, Valuation, Financial Modeling, Due Diligence, Investment Banking, Private Equity, Corporate Development, Corporate Finance, Financial Analysis, LBO, Mergers & Acquisitions, Defense, Capital Markets, Finance, Technical Analysis, Market Analysis, Operations Management, Equity Trading, Integration, Investments, Competitive Intelligence
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance
University of Virginia 1992 — 1996
BA, Economics, Spanish
Gene Kennedy Gene Kennedy's Wachovia Securities Experience October 1998 - December 2001
Job VP Retail Retirement Marketing at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2010 - Present
TIAA-CREF April 2008 - January 2011
Evergreen Investments December 2001 - December 2006
Wachovia Securities October 1998 - December 2001
GE Capital January 1997 - October 1998
First Union 1987 - 1997
Skills
New Business Development, Cross-functional Team..., Leadership, Strategic Planning, Marketing, Marketing Strategy, Management, Marketing Communications, Integrated Marketing, Market Research, Advertising, Financial Services, Investments, Product Development, Corporate Communications, Brand Management, Strategy
Education
University of Florida 1978 — 1982
Bachelor of Science - Advertising, Marketing, Advertising
The Johns Hopkins University
MBA, Marketing & Management
Wells Fargo December 2010 - Present
TIAA-CREF April 2008 - January 2011
Evergreen Investments December 2001 - December 2006
Wachovia Securities October 1998 - December 2001
GE Capital January 1997 - October 1998
First Union 1987 - 1997
Skills
New Business Development, Cross-functional Team..., Leadership, Strategic Planning, Marketing, Marketing Strategy, Management, Marketing Communications, Integrated Marketing, Market Research, Advertising, Financial Services, Investments, Product Development, Corporate Communications, Brand Management, Strategy
Education
University of Florida 1978 — 1982
Bachelor of Science - Advertising, Marketing, Advertising
The Johns Hopkins University
MBA, Marketing & Management
Arthur Dobosiewicz Arthur Dobosiewicz's Wachovia Securities Experience July 2003 - December 2008
Job Senior Vice President Wealth Management at UBS Financial Services Inc.
Industry Investment Management
Experience
UBS December 2008 - Present
Wachovia Securities July 2003 - December 2008
Prudential Securities April 2000 - July 2003
Paine Webber November 1992 - April 2000
Kidder Peabody March 1984 - March 1989
Education
The Ohio State University 1975 — 1980
BA, Economics
UBS December 2008 - Present
Wachovia Securities July 2003 - December 2008
Prudential Securities April 2000 - July 2003
Paine Webber November 1992 - April 2000
Kidder Peabody March 1984 - March 1989
Education
The Ohio State University 1975 — 1980
BA, Economics
Darla Huff Darla Huff's Wachovia Securities Experience 1998 - 2003
Job Sr. Operational Risk Specialist at MUFG Union Bank
Industry Financial Services
Experience
MUFG Americas December 2010 - Present
Wachovia March 2004 - December 2010
Wachovia Securities 1998 - 2003
Skills
Internal Controls, Business Process, Financial Risk, Internal Audit, Operational Risk, Governance, Risk Management, Operational Risk..., ICAAP, Finance, Basel II, Investments, Enterprise Risk..., Banking, Financial Services, Credit Risk, AML, Credit Analysis, Retail Banking, Credit
Education
The University of Memphis 1993 — 1994
BBA, Finance
MUFG Americas December 2010 - Present
Wachovia March 2004 - December 2010
Wachovia Securities 1998 - 2003
Skills
Internal Controls, Business Process, Financial Risk, Internal Audit, Operational Risk, Governance, Risk Management, Operational Risk..., ICAAP, Finance, Basel II, Investments, Enterprise Risk..., Banking, Financial Services, Credit Risk, AML, Credit Analysis, Retail Banking, Credit
Education
The University of Memphis 1993 — 1994
BBA, Finance
Jeff Rees Jeff Rees's Wachovia Securities Experience November 2005 - April 2009
Job Financial Advisor at Amerprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2009 - Present
Wachovia Securities November 2005 - April 2009
UBS Wealth Management August 1998 - May 2004
Education
The University of Memphis 1971 — 1973
Ameriprise Financial Services, Inc. April 2009 - Present
Wachovia Securities November 2005 - April 2009
UBS Wealth Management August 1998 - May 2004
Education
The University of Memphis 1971 — 1973
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
Thomas Golonka Thomas Golonka's Wachovia Securities Experience July 1993 - October 2005
Job Owner, SilverLake Wealth Management
Industry Investment Management
Experience
SilveLake Wealth Management October 2005 - Present
Wachovia Securities July 1993 - October 2005
Skills
Management, Strategy, Strategic Planning, Management Consulting, Business Development, Leadership, Business Analysis, Financial Analysis, Project Management, Team Building, Team Leadership
Education
Union College 1989 — 1991
MBA, Finance
University of Notre Dame 1985 — 1989
Bachelor of Arts (B.A.), Political Science and Government
SilveLake Wealth Management October 2005 - Present
Wachovia Securities July 1993 - October 2005
Skills
Management, Strategy, Strategic Planning, Management Consulting, Business Development, Leadership, Business Analysis, Financial Analysis, Project Management, Team Building, Team Leadership
Education
Union College 1989 — 1991
MBA, Finance
University of Notre Dame 1985 — 1989
Bachelor of Arts (B.A.), Political Science and Government
Gary R. Neigeborn, CRPC(R) Gary R. Neigeborn, CRPC(R)'s Wachovia Securities Experience July 2004 - September 2006
Job Financial Advisor/Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2013 - Present
Janney Montgomery Scott September 2006 - October 2013
Wachovia Securities July 2004 - September 2006
Prudential Securities November 1997 - July 2004
Education
University at Albany, SUNY 1991 — 1996
Bachelor of Arts, American History
Ameriprise Financial Services, Inc. November 2013 - Present
Janney Montgomery Scott September 2006 - October 2013
Wachovia Securities July 2004 - September 2006
Prudential Securities November 1997 - July 2004
Education
University at Albany, SUNY 1991 — 1996
Bachelor of Arts, American History
Brian Vicari Brian Vicari's Wachovia Securities Experience June 2008 - September 2008
Job Senior Associate at Marakon
Industry Management Consulting
Experience
Marakon May 2014 - Present
The Boston Consulting Group September 2012 - April 2014
Motorola Mobility June 2011 - September 2011
Valorem Law Group June 2010 - August 2010
Peter Burdi and Associates June 2009 - June 2010
Wachovia Securities June 2008 - September 2008
Smith Barney January 2008 - May 2008
Skills
Business Strategy, Corporate Governance, Intellectual Property, Finance, Research, Legal Research, Legal Writing, Negotiation, Real Estate, New Business Development, Restructuring, Contract Negotiation, Joint Ventures, Investments, Corporate Development, Competitive Analysis, M&A experience, Strategic Consulting, Analysis
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance
University of Chicago Law School 2008 — 2012
Juris Doctor, Law
University of Notre Dame 2004 — 2008
BA, Honors Italian Language and Literature, Political Science, Philosophy
Melbourne Central Catholic High School 2000 — 2004
High School
Marakon May 2014 - Present
The Boston Consulting Group September 2012 - April 2014
Motorola Mobility June 2011 - September 2011
Valorem Law Group June 2010 - August 2010
Peter Burdi and Associates June 2009 - June 2010
Wachovia Securities June 2008 - September 2008
Smith Barney January 2008 - May 2008
Skills
Business Strategy, Corporate Governance, Intellectual Property, Finance, Research, Legal Research, Legal Writing, Negotiation, Real Estate, New Business Development, Restructuring, Contract Negotiation, Joint Ventures, Investments, Corporate Development, Competitive Analysis, M&A experience, Strategic Consulting, Analysis
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance
University of Chicago Law School 2008 — 2012
Juris Doctor, Law
University of Notre Dame 2004 — 2008
BA, Honors Italian Language and Literature, Political Science, Philosophy
Melbourne Central Catholic High School 2000 — 2004
High School
Rod Smyth Rod Smyth's Wachovia Securities Experience March 2000 - March 2008
Job Chief Investment Strategist at Riverfront Investment Group, llc
Industry Financial Services
Experience
Riverfront Investment Group, Llc 2008 - Present
Wachovia Securities March 2000 - March 2008
Mentor Perpetual 1996 - 2000
Baring Securities 1992 - 1995
Ulster Bank 1988 - 1992
Vickers da Costa 1985 - 1988
Nomura Securities August 1983 - April 1985
Skills
Investments, Mutual Funds, Series 7, Wealth Management, Portfolio Management, Asset Allocation, Asset Management, Securities, Alternative Investments, Management
Education
The University of Dundee 1979 — 1983
MA, Economics
Riverfront Investment Group, Llc 2008 - Present
Wachovia Securities March 2000 - March 2008
Mentor Perpetual 1996 - 2000
Baring Securities 1992 - 1995
Ulster Bank 1988 - 1992
Vickers da Costa 1985 - 1988
Nomura Securities August 1983 - April 1985
Skills
Investments, Mutual Funds, Series 7, Wealth Management, Portfolio Management, Asset Allocation, Asset Management, Securities, Alternative Investments, Management
Education
The University of Dundee 1979 — 1983
MA, Economics
Jason Beard Jason Beard's Wachovia Securities Experience June 2001 - July 2004
Job Real Estate Agent at Keller Williams Greater Cleveland
Industry Construction
Experience
Keller Williams Greater Cleveland July 2014 - Present
The Beard Group, Ltd August 2004 - Present
Wachovia Securities June 2001 - July 2004
United Wireless, Inc June 1995 - April 2001
Skills
Contract Negotiation, Green Building, Windows, Renovation, Sales Management, New Business Development, Budgets, Sales, Strategic Planning, Leadership, Marketing, Custom Remodeling, Carpentry, Team Building, Framing, Subcontracting, Customer Service, Plumbing, Bathrooms, Tiles, Real Estate, Finance, Small Business, Selling, Management, Residential Homes, Operations Management, Coaching, Direct Sales
Education
The Ohio State University 1990 — 1995
BA, Political Science
Cleveland Heights High School 1987 — 1990
Bachelor of Arts (B.A.), Political Science and Government
Keller Williams Greater Cleveland July 2014 - Present
The Beard Group, Ltd August 2004 - Present
Wachovia Securities June 2001 - July 2004
United Wireless, Inc June 1995 - April 2001
Skills
Contract Negotiation, Green Building, Windows, Renovation, Sales Management, New Business Development, Budgets, Sales, Strategic Planning, Leadership, Marketing, Custom Remodeling, Carpentry, Team Building, Framing, Subcontracting, Customer Service, Plumbing, Bathrooms, Tiles, Real Estate, Finance, Small Business, Selling, Management, Residential Homes, Operations Management, Coaching, Direct Sales
Education
The Ohio State University 1990 — 1995
BA, Political Science
Cleveland Heights High School 1987 — 1990
Bachelor of Arts (B.A.), Political Science and Government
Susan Kornegay Susan Kornegay's Wachovia Securities Experience 2004 - 2007
Job Consultant/Coach | Business Planning | Client Experience | Marketing Messaging & Strategy | Team Development
Industry Financial Services
Experience
Pathfinder Strategic Solutions 2009 - Present
Financial Planning Association (FPA) 2015 - Present
Loring Ward 2007 - 2009
Wachovia Securities 2004 - 2007
Prudential Securities 1997 - 2004
Morgan Stanley Dean Witter 1984 - 1997
Skills
Strategic Consulting, Business Coaching, Business Strategy, Business Planning, Marketing Strategy, Marketing Communications, Team Leadership, Team Management, Business Model..., Delivering Workshops, Management, Retirement, Leadership, Strategic Planning, Coaching, Mutual Funds, Wealth Management, Entrepreneurship, Estate Planning, Investments, Management Consulting, Series 63, Consulting, Finance, Small Business, Financial Advisory, Financial Analysis, Retirement Planning
Education
Covenant Theological Seminary
M.A.B.S., Biblical Studies
The University of Akron
B.S.Ed., French & English
Pathfinder Strategic Solutions 2009 - Present
Financial Planning Association (FPA) 2015 - Present
Loring Ward 2007 - 2009
Wachovia Securities 2004 - 2007
Prudential Securities 1997 - 2004
Morgan Stanley Dean Witter 1984 - 1997
Skills
Strategic Consulting, Business Coaching, Business Strategy, Business Planning, Marketing Strategy, Marketing Communications, Team Leadership, Team Management, Business Model..., Delivering Workshops, Management, Retirement, Leadership, Strategic Planning, Coaching, Mutual Funds, Wealth Management, Entrepreneurship, Estate Planning, Investments, Management Consulting, Series 63, Consulting, Finance, Small Business, Financial Advisory, Financial Analysis, Retirement Planning
Education
Covenant Theological Seminary
M.A.B.S., Biblical Studies
The University of Akron
B.S.Ed., French & English
Matthew Hobby Matthew Hobby's Wachovia Securities Experience August 2004 - June 2006
Job Vice President, Institutional Client Account Manager at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management February 2015 - Present
J.P. Morgan Asset Management February 2009 - January 2015
J.P. Morgan Asset Management March 2007 - January 2009
State Street August 2006 - March 2007
Wachovia Securities August 2004 - June 2006
Booz Allen Hamilton June 2003 - August 2003
Skills
Mutual Funds, Investments, Securities, Asset Allocation, Asset Managment, Wealth Management, Separately Managed..., Unified Managed Accounts, Operations Management, Managing Workflow, Client Service Oriented, Management, Project Management, Video Production, Short Films, Web Series, Digital Marketing, Digital Media, SEO, Social Media, Social Media Marketing, Asset Management, Trading, Investment Management, Client Services
Education
Towson University 2000 — 2004
Bachelor’s of Science Degree, Economics major, Political Science minor
General Assembly
Digital Marketing
J.P. Morgan Asset Management February 2015 - Present
J.P. Morgan Asset Management February 2009 - January 2015
J.P. Morgan Asset Management March 2007 - January 2009
State Street August 2006 - March 2007
Wachovia Securities August 2004 - June 2006
Booz Allen Hamilton June 2003 - August 2003
Skills
Mutual Funds, Investments, Securities, Asset Allocation, Asset Managment, Wealth Management, Separately Managed..., Unified Managed Accounts, Operations Management, Managing Workflow, Client Service Oriented, Management, Project Management, Video Production, Short Films, Web Series, Digital Marketing, Digital Media, SEO, Social Media, Social Media Marketing, Asset Management, Trading, Investment Management, Client Services
Education
Towson University 2000 — 2004
Bachelor’s of Science Degree, Economics major, Political Science minor
General Assembly
Digital Marketing
Stephen Swett Stephen Swett's Wachovia Securities Experience 1998 - 2007
Job Managing Director at ICR
Industry Financial Services
Experience
ICR 2012 - Present
Morgan Keegan 2009 - 2012
KBW 2007 - 2009
Wachovia Securities 1998 - 2007
Skills
Equity Research, Equities, Valuation, Investments, Series 7, Financial Modeling, Asset Managment, Capital Markets, Portfolio Management, Bloomberg, Equity Valuation, Securities, REIT
Education
The University of Connecticut 1989 — 1993
Master of Business Administration (M.B.A.), Real Estate
Trinity College-Hartford 1982 — 1986
Bachelor's degree, Economics
ICR 2012 - Present
Morgan Keegan 2009 - 2012
KBW 2007 - 2009
Wachovia Securities 1998 - 2007
Skills
Equity Research, Equities, Valuation, Investments, Series 7, Financial Modeling, Asset Managment, Capital Markets, Portfolio Management, Bloomberg, Equity Valuation, Securities, REIT
Education
The University of Connecticut 1989 — 1993
Master of Business Administration (M.B.A.), Real Estate
Trinity College-Hartford 1982 — 1986
Bachelor's degree, Economics
Kevin Moore, CFA, CMT Kevin Moore, CFA, CMT's Wachovia Securities Experience October 2004 - May 2006
Job Director, Master of Science in Finance (MSF) Program, Executive Professor
Industry Financial Services
Experience
Texas A&M University June 2014 - Present
K.M. Moore Co., LLC May 2006 - Present
Texas A&M University August 2013 - May 2014
Robert H. Smith School of Business September 2011 - December 2012
Wachovia Securities October 2004 - May 2006
Maryland Army National Guard 2001 - 2005
US Army March 2003 - 2003
e4e Inc 2000 - 2003
Deutsche Bank Securities July 1994 - October 1999
Deloitte Consulting 1990 - July 1994
Skills
Equity Research, Portfolio Management, Investments, Technical Analysis, Alternative Investments, Investment Strategies, Management, Capital Markets, Management Consulting, Analysis, Long/Short Equity, Military Experience, Artificial Intelligence, Financial Modeling, Mentoring
Education
The Johns Hopkins University 2009 — 2013
MS, Computer Science
London School of Economics and Political Science 1999 — 2000
Msc with Merit, Economic History
University of Pennsylvania - The Wharton School 1992 — 1994
Executive MBA
University of Pennsylvania - The Moore School 1982 — 1986
BS, Electrical Engineering
The Stony Brook School 1978 — 1982
Diploma with High Honors, College/University Prep
Texas A&M University June 2014 - Present
K.M. Moore Co., LLC May 2006 - Present
Texas A&M University August 2013 - May 2014
Robert H. Smith School of Business September 2011 - December 2012
Wachovia Securities October 2004 - May 2006
Maryland Army National Guard 2001 - 2005
US Army March 2003 - 2003
e4e Inc 2000 - 2003
Deutsche Bank Securities July 1994 - October 1999
Deloitte Consulting 1990 - July 1994
Skills
Equity Research, Portfolio Management, Investments, Technical Analysis, Alternative Investments, Investment Strategies, Management, Capital Markets, Management Consulting, Analysis, Long/Short Equity, Military Experience, Artificial Intelligence, Financial Modeling, Mentoring
Education
The Johns Hopkins University 2009 — 2013
MS, Computer Science
London School of Economics and Political Science 1999 — 2000
Msc with Merit, Economic History
University of Pennsylvania - The Wharton School 1992 — 1994
Executive MBA
University of Pennsylvania - The Moore School 1982 — 1986
BS, Electrical Engineering
The Stony Brook School 1978 — 1982
Diploma with High Honors, College/University Prep
Amy Parrish Amy Parrish's Wachovia Securities Experience April 1992 - April 2008
Job Wealth Advisor with 23 years of experience
Industry Financial Services
Experience
Partner, Wealth Advisor at Highland Trust Partners LLC June 2015 - Present
Broad Street Capital Advisors, LLC April 2008 - May 2015
Wachovia Securities April 1992 - April 2008
Skills
Wealth Management..., Retirement Planning, Investment Advisory, 401k, Estate Planning, Strategic Financial..., Charitable Gift Planning, Insurance, Life Transitions, Public Speaking, Wealth Management, Financial Advisory, Leadership
Education
The University of Georgia 1987 — 1991
Bachelor of Arts, Policital Science, Global Policy Studies
Partner, Wealth Advisor at Highland Trust Partners LLC June 2015 - Present
Broad Street Capital Advisors, LLC April 2008 - May 2015
Wachovia Securities April 1992 - April 2008
Skills
Wealth Management..., Retirement Planning, Investment Advisory, 401k, Estate Planning, Strategic Financial..., Charitable Gift Planning, Insurance, Life Transitions, Public Speaking, Wealth Management, Financial Advisory, Leadership
Education
The University of Georgia 1987 — 1991
Bachelor of Arts, Policital Science, Global Policy Studies
Sam Dunlap Sam Dunlap's Wachovia Securities Experience February 2001 - June 2003
Job Senior Portfolio Manager at Angel Oak Capital Advisors, LLC
Industry Investment Management
Experience
Angel Oak Capital Advisors, LLC October 2009 - Present
SunTrust Robinson Humphrey June 2003 - September 2009
Wachovia Securities February 2001 - June 2003
Skills
New Business Development, Investments, Portfolio Management, Financial Analysis, Marketing, Banking, Business Strategy, Start-ups, Strategy, Strategic Planning, Negotiation, Marketing Strategy
Education
The University of Georgia 1997 — 2001
Bachelor of Arts (BA), Economics
Angel Oak Capital Advisors, LLC October 2009 - Present
SunTrust Robinson Humphrey June 2003 - September 2009
Wachovia Securities February 2001 - June 2003
Skills
New Business Development, Investments, Portfolio Management, Financial Analysis, Marketing, Banking, Business Strategy, Start-ups, Strategy, Strategic Planning, Negotiation, Marketing Strategy
Education
The University of Georgia 1997 — 2001
Bachelor of Arts (BA), Economics
Brett Bond's Wachovia Securities Experience January 1997 - January 2003
Job Managing Director at DHG Corporate Finance, LLC
Industry Investment Banking
Experience
DHG Corporate Finance, LLC July 2015 - Present
Cary Street Partners, LLC January 2012 - July 2015
Triarch Partners, LP January 2003 - December 2011
Wachovia Securities January 1997 - January 2003
Wheat, First Securities, Inc August 1994 - January 1997
Skills
Divestitures, Capital Markets, Capital Raising, Corporate Finance, Financial Analysis, Financial Modeling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1994
MBA, Finance
Trinity University 1983 — 1987
Bachelor of Science, Business Administration; History
Richmond College 1986 — 1986
History
Dickinson High School 1979 — 1983
DHG Corporate Finance, LLC July 2015 - Present
Cary Street Partners, LLC January 2012 - July 2015
Triarch Partners, LP January 2003 - December 2011
Wachovia Securities January 1997 - January 2003
Wheat, First Securities, Inc August 1994 - January 1997
Skills
Divestitures, Capital Markets, Capital Raising, Corporate Finance, Financial Analysis, Financial Modeling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1994
MBA, Finance
Trinity University 1983 — 1987
Bachelor of Science, Business Administration; History
Richmond College 1986 — 1986
History
Dickinson High School 1979 — 1983
Adam Dobrusin Adam Dobrusin's Wachovia Securities Experience May 2007 - August 2007
Job Director of Expansion at Moishe House
Industry Marketing and Advertising
Experience
Moishe House January 2015 - Present
Hivewyre May 2014 - December 2014
Lumension September 2011 - November 2013
Verdant Earth Technologies, Inc. August 2010 - May 2011
Arizona Center for Innovation August 2010 - December 2010
Mesa Family Medical Center December 2007 - August 2010
ASUA Sustainability January 2010 - May 2010
Wachovia Securities May 2007 - August 2007
URJ Camp Newman May 2006 - August 2006
AZ on the Rocks - Indoor Climbing, Inc. April 2003 - May 2006
Skills
Integrated Marketing..., Sustainability..., Sales Process, Start-ups, Business Development, Lead Generation, Marketing Strategy, Email Automation, Entrepreneurship, Segmentation, Event Planning, Marketo, Sales, Marketing, Management, Leadership, Integrated Marketing
Education
University of Arizona 2006 — 2011
Marketing, Law, Integrated Marketing, Analytics, Sales Communications and Management, Consumer Behavior
University of Arizona, Eller College of Management 2006 — 2011
Bachelor of Science in Business Administration, Marketing
Universität Bern 2009 — 2009
Law, Economics, Product Development, Political Sociology
Horizon High School
Moishe House January 2015 - Present
Hivewyre May 2014 - December 2014
Lumension September 2011 - November 2013
Verdant Earth Technologies, Inc. August 2010 - May 2011
Arizona Center for Innovation August 2010 - December 2010
Mesa Family Medical Center December 2007 - August 2010
ASUA Sustainability January 2010 - May 2010
Wachovia Securities May 2007 - August 2007
URJ Camp Newman May 2006 - August 2006
AZ on the Rocks - Indoor Climbing, Inc. April 2003 - May 2006
Skills
Integrated Marketing..., Sustainability..., Sales Process, Start-ups, Business Development, Lead Generation, Marketing Strategy, Email Automation, Entrepreneurship, Segmentation, Event Planning, Marketo, Sales, Marketing, Management, Leadership, Integrated Marketing
Education
University of Arizona 2006 — 2011
Marketing, Law, Integrated Marketing, Analytics, Sales Communications and Management, Consumer Behavior
University of Arizona, Eller College of Management 2006 — 2011
Bachelor of Science in Business Administration, Marketing
Universität Bern 2009 — 2009
Law, Economics, Product Development, Political Sociology
Horizon High School
James Huselton's Wachovia Securities Experience 1998 - 2003
Job Consultant Computer Scientist & Electronics Engineer
Industry Computer Software
Experience
StarCore Technologies LLC 2005 - Present
Wachovia Securities 1998 - 2003
SMCI 1996 - 1998
NDC Automation Inc. October 1992 - March 1995
Southeastern Software 1986 - 1992
GMD Systems International 1984 - 1986
Auditronics Inc. January 1974 - June 1983
Skills
SDLC, Requirements Analysis, Business Analysis, Visio, SQL, Systems Analysis, Microsoft SQL Server, Unix, Requirements Gathering, Integration, Software Project..., SharePoint, Agile Methodologies, Oracle, Business Requirements, UML, ASP.NET, C#, Business Intelligence, Software Quality..., Software Development, Testing, Cloud Computing, Python, Android, JavaScript, Linux, HTML, Embedded Systems, Scrum, Programming, .NET, C++, System Architecture, Automation, Embedded Software, Visual Basic, Electronics, Product Management, Product Development, Software Design, Management, C, Start-ups, Program Management, Software Engineering
Education
The University of Memphis 1974 — 1977
Bachelor of Science (BSc), Mathematics and Computer Science
Wooddale High 1969 — 1972
College/University Preparatory and Advanced High School/Secondary Diploma Program, A+
StarCore Technologies LLC 2005 - Present
Wachovia Securities 1998 - 2003
SMCI 1996 - 1998
NDC Automation Inc. October 1992 - March 1995
Southeastern Software 1986 - 1992
GMD Systems International 1984 - 1986
Auditronics Inc. January 1974 - June 1983
Skills
SDLC, Requirements Analysis, Business Analysis, Visio, SQL, Systems Analysis, Microsoft SQL Server, Unix, Requirements Gathering, Integration, Software Project..., SharePoint, Agile Methodologies, Oracle, Business Requirements, UML, ASP.NET, C#, Business Intelligence, Software Quality..., Software Development, Testing, Cloud Computing, Python, Android, JavaScript, Linux, HTML, Embedded Systems, Scrum, Programming, .NET, C++, System Architecture, Automation, Embedded Software, Visual Basic, Electronics, Product Management, Product Development, Software Design, Management, C, Start-ups, Program Management, Software Engineering
Education
The University of Memphis 1974 — 1977
Bachelor of Science (BSc), Mathematics and Computer Science
Wooddale High 1969 — 1972
College/University Preparatory and Advanced High School/Secondary Diploma Program, A+
Brian Barrett Brian Barrett's Wachovia Securities Experience June 2002 - August 2003
Job Corporate Counsel at The Associated Press
Industry Law Practice
Experience
The Associated Press June 2014 - Present
Cahill Gordon & Reindel October 2006 - June 2014
Hon. Dennis M. Cavanaugh, U.S.D.J. September 2008 - September 2009
Wachovia Securities June 2002 - August 2003
Education
The George Washington University Law School 2003 — 2006
Doctor of Law (J.D.), Law
Wake Forest University 1998 — 2002
Bachelor of Science (BS), Finance
The Associated Press June 2014 - Present
Cahill Gordon & Reindel October 2006 - June 2014
Hon. Dennis M. Cavanaugh, U.S.D.J. September 2008 - September 2009
Wachovia Securities June 2002 - August 2003
Education
The George Washington University Law School 2003 — 2006
Doctor of Law (J.D.), Law
Wake Forest University 1998 — 2002
Bachelor of Science (BS), Finance
Kristen Wunner Kristen Wunner's Wachovia Securities Experience January 2008 - May 2009
Job Senior Financial Analyst at Fox News Channel
Industry Financial Services
Experience
Fox News Channel July 2015 - Present
Fox News Channel July 2011 - July 2015
Fox News Channel March 2010 - July 2011
The British Apparel Collection October 2009 - March 2010
Wachovia Securities January 2008 - May 2009
Fox News Channel May 2008 - August 2008
Skills
Social Media, Microsoft Excel, Microsoft Office, PowerPoint, Social Media Marketing, Microsoft Word, Finance, Accounting, Time Management, Marketing
Education
University at Albany, SUNY 2005 — 2009
Business Administration, Finance & Management
Brewster High School 2001 — 2005
Fox News Channel July 2015 - Present
Fox News Channel July 2011 - July 2015
Fox News Channel March 2010 - July 2011
The British Apparel Collection October 2009 - March 2010
Wachovia Securities January 2008 - May 2009
Fox News Channel May 2008 - August 2008
Skills
Social Media, Microsoft Excel, Microsoft Office, PowerPoint, Social Media Marketing, Microsoft Word, Finance, Accounting, Time Management, Marketing
Education
University at Albany, SUNY 2005 — 2009
Business Administration, Finance & Management
Brewster High School 2001 — 2005
Patricia Bass Peterson Patricia Bass Peterson's Wachovia Securities Experience 2004 - 2009
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2009 - Present
Wachovia Securities 2004 - 2009
Prudential Securities 1998 - 2003
Paine Webber 1991 - 1998
Rotan Mosle 1990 - 1991
Dean Witter Reynolds 1984 - 1990
Skills
Business Services, Retirement Planning for..., Estate Investment..., Retirement Planning, Investment Planning
Education
University of North Texas 1980 — 1982
Bachelor of Business Administration (BBA)
The University of Texas at San Antonio 1978 — 1980
Wells Fargo Advisors, LLC 2009 - Present
Wachovia Securities 2004 - 2009
Prudential Securities 1998 - 2003
Paine Webber 1991 - 1998
Rotan Mosle 1990 - 1991
Dean Witter Reynolds 1984 - 1990
Skills
Business Services, Retirement Planning for..., Estate Investment..., Retirement Planning, Investment Planning
Education
University of North Texas 1980 — 1982
Bachelor of Business Administration (BBA)
The University of Texas at San Antonio 1978 — 1980
Glenn DeGeorge Glenn DeGeorge's Wachovia Securities Experience 2000 - 2002
Job Marketing Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2010 - Present
Wells Fargo July 2007 - June 2010
Wachovia July 2002 - July 2007
Wachovia 2002 - 2003
Wachovia Securities 2000 - 2002
Impressions Business Resources LTD January 1991 - December 1999
Skills
Strategy, CRM, E-commerce, Management, Leadership, Integrated Marketing, Enterprise Software, Mobile Devices, Project Management, Marketing, Strategic Planning, Risk Management, Corporate Communications, Social Networking, Team Management, Social Media, SEM, Content Management, Content Strategy, Webinars, Web 2.0, Lead Generation, Analytics, SDLC, Accessibility, Financial Services, Blogging, Wikis, Employee Engagement
Education
University of North Carolina at Charlotte 2002 — 2004
Computer Science
University at Buffalo 1989 — 1994
BA, Economics and Finance
Wells Fargo June 2010 - Present
Wells Fargo July 2007 - June 2010
Wachovia July 2002 - July 2007
Wachovia 2002 - 2003
Wachovia Securities 2000 - 2002
Impressions Business Resources LTD January 1991 - December 1999
Skills
Strategy, CRM, E-commerce, Management, Leadership, Integrated Marketing, Enterprise Software, Mobile Devices, Project Management, Marketing, Strategic Planning, Risk Management, Corporate Communications, Social Networking, Team Management, Social Media, SEM, Content Management, Content Strategy, Webinars, Web 2.0, Lead Generation, Analytics, SDLC, Accessibility, Financial Services, Blogging, Wikis, Employee Engagement
Education
University of North Carolina at Charlotte 2002 — 2004
Computer Science
University at Buffalo 1989 — 1994
BA, Economics and Finance
Serena Hom Serena Hom's Wachovia Securities Experience 2001 - 2003
Job Interim Director of CRM Marketing at bebe stores Independent Marketing Consultant
Industry Marketing and Advertising
Experience
bebe stores March 2014 - June 2014
Marqeta, Inc July 2012 - January 2014
American Express March 2010 - June 2012
American Express August 2008 - March 2010
Procter & Gamble May 2007 - August 2007
Bloomingdale's March 2004 - July 2006
Zagat Survey 2003 - 2004
Wachovia Securities 2001 - 2003
Skills
Analytics, Brand Management, Product Development, Strategy, Loyalty Programs, Competitive Analysis, Segmentation, Customer Insight, Digital Marketing, Consumer Products, Product Marketing, Cross-functional Team..., E-commerce, SEO, Leadership, PPC, Marketing, CRM
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
MBA, Marketing & Corporate Strategy
University of California, Berkeley
BA, Molecular and Cell Biology
bebe stores March 2014 - June 2014
Marqeta, Inc July 2012 - January 2014
American Express March 2010 - June 2012
American Express August 2008 - March 2010
Procter & Gamble May 2007 - August 2007
Bloomingdale's March 2004 - July 2006
Zagat Survey 2003 - 2004
Wachovia Securities 2001 - 2003
Skills
Analytics, Brand Management, Product Development, Strategy, Loyalty Programs, Competitive Analysis, Segmentation, Customer Insight, Digital Marketing, Consumer Products, Product Marketing, Cross-functional Team..., E-commerce, SEO, Leadership, PPC, Marketing, CRM
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
MBA, Marketing & Corporate Strategy
University of California, Berkeley
BA, Molecular and Cell Biology
Matthew Huerta Matthew Huerta's Wachovia Securities Experience 2005 - 2006
Job Registered Client Service Associate at UBS Financial Services Inc.
Industry Investment Management
Experience
UBS Financial Services Inc. August 2011 - Present
Smith Barney November 2006 - August 2011
Wachovia Securities 2005 - 2006
Morgan Stanley 2000 - 2005
The Working Group 1996 - 2000
Children & the Environment 1995 - 1997
Wellness Guide, University of California 1992 - 1995
Education
University of California, Berkeley 1991 — 1996
UBS Financial Services Inc. August 2011 - Present
Smith Barney November 2006 - August 2011
Wachovia Securities 2005 - 2006
Morgan Stanley 2000 - 2005
The Working Group 1996 - 2000
Children & the Environment 1995 - 1997
Wellness Guide, University of California 1992 - 1995
Education
University of California, Berkeley 1991 — 1996
j vitt's Wachovia Securities Experience 2002 - 2009
Job President at Tower Financial
Industry Financial Services
Experience
Tower Financial January 2009 - Present
Triumph Partners, Inc. January 2009 - Present
Wells Fargo Advisors February 2002 - December 2009
wachovia securities 2002 - 2009
Education
Tulane University - A.B. Freeman School of Business 1986 — 1989
bs, Business
The Peddie School 1981 — 1985
Tower Financial January 2009 - Present
Triumph Partners, Inc. January 2009 - Present
Wells Fargo Advisors February 2002 - December 2009
wachovia securities 2002 - 2009
Education
Tulane University - A.B. Freeman School of Business 1986 — 1989
bs, Business
The Peddie School 1981 — 1985
Chad Champion's Wachovia Securities Experience October 2000 - December 2004
Job Senior Recruiter Wholesale Risk & Compliance at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2014 - Present
Randstad Professionals May 2010 - October 2014
Management Advisors International January 2005 - May 2010
Wachovia Securities October 2000 - December 2004
NBC Securities November 1995 - September 2000
Sterne Agee & Leach September 1993 - October 1995
Skills
Sales Management, Product Management, Financial Services, Banking, Risk Management, Executive Management, Mergers, Finance, Financial Risk, Due Diligence, Portfolio Management, Securities, Investment Banking, Executive Search, AML, Equities, Mergers & Acquisitions, Human Resources, Onboarding, Temporary Placement, Business Development, Asset Management, Insurance, Investments, Hedge Funds, Permanent Placement, Team Leadership, Internet Recruiting, Applicant Tracking..., Auditing, Temporary Staffing, College Recruiting, Staffing Services, Search, Hiring, Credit, Private Equity, Wealth Management, Interviews, Talent Acquisition, Benefits Negotiation, Screening Resumes, Professional Services, Technical Recruiting, Relationship Management, Contract Recruitment, Employee Benefits, Resume Writing, Client Development, Coaching
Education
University of Alabama 1989 — 1993
Accounting
Wells Fargo October 2014 - Present
Randstad Professionals May 2010 - October 2014
Management Advisors International January 2005 - May 2010
Wachovia Securities October 2000 - December 2004
NBC Securities November 1995 - September 2000
Sterne Agee & Leach September 1993 - October 1995
Skills
Sales Management, Product Management, Financial Services, Banking, Risk Management, Executive Management, Mergers, Finance, Financial Risk, Due Diligence, Portfolio Management, Securities, Investment Banking, Executive Search, AML, Equities, Mergers & Acquisitions, Human Resources, Onboarding, Temporary Placement, Business Development, Asset Management, Insurance, Investments, Hedge Funds, Permanent Placement, Team Leadership, Internet Recruiting, Applicant Tracking..., Auditing, Temporary Staffing, College Recruiting, Staffing Services, Search, Hiring, Credit, Private Equity, Wealth Management, Interviews, Talent Acquisition, Benefits Negotiation, Screening Resumes, Professional Services, Technical Recruiting, Relationship Management, Contract Recruitment, Employee Benefits, Resume Writing, Client Development, Coaching
Education
University of Alabama 1989 — 1993
Accounting
Robbie Schloss's Wachovia Securities Experience July 2006 - December 2008
Job Entrepreneur, President ChiIL Productions
Industry Events Services
Experience
ChiIL Productions 2009 - Present
Wachovia Securities July 2006 - December 2008
Education
The University of Kansas 2002 — 2006
ChiIL Productions 2009 - Present
Wachovia Securities July 2006 - December 2008
Education
The University of Kansas 2002 — 2006
Melissa Neault's Wachovia Securities Experience July 2004 - April 2008
Job Director, Women's & Young Investors Strategic Alliances at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Equinox May 2010 - Present
Reebok December 2012 - September 2014
adidas Group - Reebok International August 2010 - December 2012
adidas Group - Reebok International January 2009 - July 2010
adidas Group - Reebok International May 2008 - January 2009
Wachovia Securities July 2004 - April 2008
Circuit City - US Electronics Retailer July 2002 - July 2004
Skills
Project Management, Strategy, Budgets, Negotiation, Business Planning, Account Management, Marketing, Strategic Planning, Cross-functional Team..., New Business Development, Product Development, Sales, Business Development, Sourcing, Management Consulting, Training, Product Management, Forecasting, P&L Management, Team Management, Marketing Management, Competitive Analysis, Time Management, Product Marketing, Social Media, Pricing, Accounting, Leadership, Team Leadership, Market Research, Marketing Communications, E-commerce, Coaching, Business Strategy, Business Analysis, Vendor Management, Analysis, Team Building, Marketing Strategy, Talent Management, Financial Analysis, Change Management, Brand Management, Management, Retail, Sales Management, Program Management, Operations Management, Purchasing, Process Improvement
Education
University of Maine 1999 — 2002
Bachelor of Science (B.S.)
Thomas College 1997 — 1999
Bachelor of Science (B.S.)
Fidelity Investments September 2014 - Present
Equinox May 2010 - Present
Reebok December 2012 - September 2014
adidas Group - Reebok International August 2010 - December 2012
adidas Group - Reebok International January 2009 - July 2010
adidas Group - Reebok International May 2008 - January 2009
Wachovia Securities July 2004 - April 2008
Circuit City - US Electronics Retailer July 2002 - July 2004
Skills
Project Management, Strategy, Budgets, Negotiation, Business Planning, Account Management, Marketing, Strategic Planning, Cross-functional Team..., New Business Development, Product Development, Sales, Business Development, Sourcing, Management Consulting, Training, Product Management, Forecasting, P&L Management, Team Management, Marketing Management, Competitive Analysis, Time Management, Product Marketing, Social Media, Pricing, Accounting, Leadership, Team Leadership, Market Research, Marketing Communications, E-commerce, Coaching, Business Strategy, Business Analysis, Vendor Management, Analysis, Team Building, Marketing Strategy, Talent Management, Financial Analysis, Change Management, Brand Management, Management, Retail, Sales Management, Program Management, Operations Management, Purchasing, Process Improvement
Education
University of Maine 1999 — 2002
Bachelor of Science (B.S.)
Thomas College 1997 — 1999
Bachelor of Science (B.S.)
Caroline Liu Caroline Liu's Wachovia Securities Experience January 2008 - May 2008
Job Manager at Bain & Company
Industry Management Consulting
Experience
Bain & Company August 2014 - Present
Bain & Company January 2012 - July 2014
CEOs for Cities September 2011 - December 2011
Bain & Company June 2010 - August 2010
Wachovia Securities January 2008 - May 2008
Wachovia Securities January 2005 - December 2007
Wachovia Securities August 2004 - December 2004
Wachovia Securities June 2002 - July 2004
Skills
Financial Modeling, Valuation, Investment Banking, Due Diligence, Corporate Finance, Financial Analysis, Capital Markets, Equities, Management Consulting, Business Strategy, IPO, Financial Structuring
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance and Entrepreneurship
University of Pennsylvania - The Wharton School 1998 — 2002
BS, Finance, Legal Studies
Bain & Company August 2014 - Present
Bain & Company January 2012 - July 2014
CEOs for Cities September 2011 - December 2011
Bain & Company June 2010 - August 2010
Wachovia Securities January 2008 - May 2008
Wachovia Securities January 2005 - December 2007
Wachovia Securities August 2004 - December 2004
Wachovia Securities June 2002 - July 2004
Skills
Financial Modeling, Valuation, Investment Banking, Due Diligence, Corporate Finance, Financial Analysis, Capital Markets, Equities, Management Consulting, Business Strategy, IPO, Financial Structuring
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance and Entrepreneurship
University of Pennsylvania - The Wharton School 1998 — 2002
BS, Finance, Legal Studies
Donald Peter Carter Jr's Wachovia Securities Experience March 2002 - February 2006
Job Vice President at Capital One
Industry Banking
Experience
Capital One December 2012 - December 2014
JPMorgan Chase August 2010 - November 2012
JPMorgan Chase September 2007 - July 2010
Wachovia Bank March 2006 - August 2007
Wachovia Securities March 2002 - February 2006
Prudential Financial February 1999 - February 2002
Prudential Investments July 1998 - January 1999
Prudential Financial August 1996 - June 1998
Prudential Healthcare June 1993 - July 1996
Skills
Commercial Banking, Credit Analysis, Credit, Commercial Lending, Investments, Loans, Financial Services, Banking, Finance, Relationship Management, Portfolio Management, Accounting, Branch Banking, Business Development, Cash Management, Coaching, Commercial Mortgages, Consumer Lending, Credit Risk, Cross Selling, Customer Retention, Customer Service, Financial Analysis, Financial Risk, Lines Of Credit, Loan Origination, Management, Marketing, Merchant Services, Mutual Funds, Negotiation, New Business Development, Retail Banking, Risk Management, SBA, Sales, Series 63, Series 7, Small Business, Small Business Lending, Treasury Management, Underwriting, Wealth Management
Education
Leadership Newark Fellow 2004 — 2006
The University of Georgia 1987 — 1991
BA, History
SHU Upward Bound Program 1984 — 1987
Seton Hall Prep 1983 — 1987
HS Diploma, College Prep
Newark Boys Chorus School 1979 — 1983
Capital One December 2012 - December 2014
JPMorgan Chase August 2010 - November 2012
JPMorgan Chase September 2007 - July 2010
Wachovia Bank March 2006 - August 2007
Wachovia Securities March 2002 - February 2006
Prudential Financial February 1999 - February 2002
Prudential Investments July 1998 - January 1999
Prudential Financial August 1996 - June 1998
Prudential Healthcare June 1993 - July 1996
Skills
Commercial Banking, Credit Analysis, Credit, Commercial Lending, Investments, Loans, Financial Services, Banking, Finance, Relationship Management, Portfolio Management, Accounting, Branch Banking, Business Development, Cash Management, Coaching, Commercial Mortgages, Consumer Lending, Credit Risk, Cross Selling, Customer Retention, Customer Service, Financial Analysis, Financial Risk, Lines Of Credit, Loan Origination, Management, Marketing, Merchant Services, Mutual Funds, Negotiation, New Business Development, Retail Banking, Risk Management, SBA, Sales, Series 63, Series 7, Small Business, Small Business Lending, Treasury Management, Underwriting, Wealth Management
Education
Leadership Newark Fellow 2004 — 2006
The University of Georgia 1987 — 1991
BA, History
SHU Upward Bound Program 1984 — 1987
Seton Hall Prep 1983 — 1987
HS Diploma, College Prep
Newark Boys Chorus School 1979 — 1983
Adam Ma's Wachovia Securities Experience 2006 - 2008
Job Associate at Starwood Capital Group
Industry Real Estate
Experience
Starwood Capital Group August 2008 - Present
Wachovia Securities 2006 - 2008
Education
The University of Texas at Austin - Red McCombs School of Business 2001 — 2006
BBA, Finance
The University of Texas at Austin 2001 — 2005
BA, Business Honors
Starwood Capital Group August 2008 - Present
Wachovia Securities 2006 - 2008
Education
The University of Texas at Austin - Red McCombs School of Business 2001 — 2006
BBA, Finance
The University of Texas at Austin 2001 — 2005
BA, Business Honors
Colette Capretz Stanley Colette Capretz Stanley's Wachovia Securities Experience Vice President, Tax Credit Deal ManagerWachovia2005 - 2009
Job Vice President, Tax Credit Investments at Wachovia Securities
Industry Banking
Experience
Wachovia Securities Vice President, Tax Credit Deal ManagerWachovia2005 - 2009
Pillsbury Winthrop Shaw Pittman 2000 - 2005
Fisher Wayland Cooper Leader & Zaragoza LLP 1995 - 2000
Education
University of Notre Dame Law School 1992 — 1995
JD, Law
The University of Texas at Austin 1987 — 1991
St. Thomas More High School
Wachovia Securities Vice President, Tax Credit Deal ManagerWachovia2005 - 2009
Pillsbury Winthrop Shaw Pittman 2000 - 2005
Fisher Wayland Cooper Leader & Zaragoza LLP 1995 - 2000
Education
University of Notre Dame Law School 1992 — 1995
JD, Law
The University of Texas at Austin 1987 — 1991
St. Thomas More High School
Aashima Kapoor's Wachovia Securities Experience February 2008 - September 2008
Job Product Manager at Capital One
Industry Financial Services
Experience
Capital One November 2012 - Present
Freddie Mac October 2009 - July 2012
Capital One September 2008 - October 2009
Wachovia Securities February 2008 - September 2008
Wipro Technologies July 2003 - September 2005
Education
University of Alberta 2005 — 2007
MS, Computer Science
Capital One November 2012 - Present
Freddie Mac October 2009 - July 2012
Capital One September 2008 - October 2009
Wachovia Securities February 2008 - September 2008
Wipro Technologies July 2003 - September 2005
Education
University of Alberta 2005 — 2007
MS, Computer Science
Mitali Shah Mitali Shah's Wachovia Securities Experience April 2004 - April 2006
Job Partner, Digital Analytics Director at MediaCom
Industry Marketing and Advertising
Experience
MediaCom June 2015 - Present
ROAR - A Publicis Solution January 2014 - May 2015
Rosetta March 2013 - March 2014
Kirshenbaum Bond Senecal + Partners October 2010 - March 2013
Hill Holliday August 2008 - October 2010
Wachovia Securities April 2004 - April 2006
Ernst & Young August 2001 - April 2004
Skills
Digital Marketing, CRM, Analytics, Digital Media, Management, Business Strategy, Marketing, Advertising, Strategy, B2B, Social Media, Team Management, Digital Strategy, Integrated Marketing, Social Media Measurement, Interactive Marketing, Social Media Marketing, Segmentation, Competitive Analysis, Strategic Planning, Media Planning, Mobile Marketing, Direct Marketing, Relationship Marketing, Online Advertising, Marketing Strategy, Email Marketing, Online Marketing
Education
The George Washington University
BBA
Universidad Autónoma de Madrid
MediaCom June 2015 - Present
ROAR - A Publicis Solution January 2014 - May 2015
Rosetta March 2013 - March 2014
Kirshenbaum Bond Senecal + Partners October 2010 - March 2013
Hill Holliday August 2008 - October 2010
Wachovia Securities April 2004 - April 2006
Ernst & Young August 2001 - April 2004
Skills
Digital Marketing, CRM, Analytics, Digital Media, Management, Business Strategy, Marketing, Advertising, Strategy, B2B, Social Media, Team Management, Digital Strategy, Integrated Marketing, Social Media Measurement, Interactive Marketing, Social Media Marketing, Segmentation, Competitive Analysis, Strategic Planning, Media Planning, Mobile Marketing, Direct Marketing, Relationship Marketing, Online Advertising, Marketing Strategy, Email Marketing, Online Marketing
Education
The George Washington University
BBA
Universidad Autónoma de Madrid
Emily Leitch Emily Leitch's Wachovia Securities Experience 2001 - 2003
Job Partner at Bracewell & Giuliani LLP
Industry Law Practice
Experience
Bracewell & Giuliani LLP September 2006 - Present
Wachovia Securities 2001 - 2003
Education
The University of Texas School of Law 2003 — 2006
Doctor of Law (JD)
University of Virginia 1997 — 2001
Bachelor of Arts (B.A.), Economics and History
E.C.S., Memphis, TN 1984 — 1997
Bracewell & Giuliani LLP September 2006 - Present
Wachovia Securities 2001 - 2003
Education
The University of Texas School of Law 2003 — 2006
Doctor of Law (JD)
University of Virginia 1997 — 2001
Bachelor of Arts (B.A.), Economics and History
E.C.S., Memphis, TN 1984 — 1997
Ryan Stash's Wachovia Securities Experience June 2006 - August 2006
Job
Industry Investment Banking
Experience
Wells Fargo Securities March 2015 - Present
Wells Fargo Securities March 2011 - Present
Wells Fargo Securities June 2007 - March 2011
Focus Strategies September 2006 - December 2006
Wachovia Securities June 2006 - August 2006
Prime New Ventures January 2006 - May 2006
Hewlett-Packard March 2004 - March 2005
Ernst & Young 2000 - 2004
Skills
Corporate Finance, Energy, Financial Modeling, Valuation, Capital Markets, Investment Banking, Mergers, Equities, Financial Analysis, Finance, Financial Reporting, Financial Advisory, M, Financial Accounting, Private Equity
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2007
MBA
The University of Texas at Austin - Red McCombs School of Business 1995 — 2000
MPA/BBA
Wells Fargo Securities March 2015 - Present
Wells Fargo Securities March 2011 - Present
Wells Fargo Securities June 2007 - March 2011
Focus Strategies September 2006 - December 2006
Wachovia Securities June 2006 - August 2006
Prime New Ventures January 2006 - May 2006
Hewlett-Packard March 2004 - March 2005
Ernst & Young 2000 - 2004
Skills
Corporate Finance, Energy, Financial Modeling, Valuation, Capital Markets, Investment Banking, Mergers, Equities, Financial Analysis, Finance, Financial Reporting, Financial Advisory, M, Financial Accounting, Private Equity
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2007
MBA
The University of Texas at Austin - Red McCombs School of Business 1995 — 2000
MPA/BBA
David Stevenson's Wachovia Securities Experience 2008 - 2009
Job Vice President (M&A) at Arbor Advisors
Industry Investment Banking
Experience
Arbor Advisors 2014 - Present
Houlihan Lokey 2011 - 2014
Piper Jaffray 2009 - 2010
Wachovia Securities 2008 - 2009
Morgan Stanley 2001 - 2007
JP Morgan Chase 1998 - 2000
Skills
Investment Banking, Valuation, Mergers, Capital Raising, LBO, Private Equity, Capital Markets, Equities, Fixed Income, Corporate Development, Private Placements, Financial Modeling, Mergers & Acquisitions, Venture Capital, Finance, Acquisitions, M&A experience, Business Development, IPO, Due Diligence, Financial Analysis, Corporate Finance
Education
The University of Chicago Booth School of Business 2006 — 2008
M.B.A.
The University of Chicago 2005 — 2006
The Ohio State University 1995 — 2000
B.A.
Arbor Advisors 2014 - Present
Houlihan Lokey 2011 - 2014
Piper Jaffray 2009 - 2010
Wachovia Securities 2008 - 2009
Morgan Stanley 2001 - 2007
JP Morgan Chase 1998 - 2000
Skills
Investment Banking, Valuation, Mergers, Capital Raising, LBO, Private Equity, Capital Markets, Equities, Fixed Income, Corporate Development, Private Placements, Financial Modeling, Mergers & Acquisitions, Venture Capital, Finance, Acquisitions, M&A experience, Business Development, IPO, Due Diligence, Financial Analysis, Corporate Finance
Education
The University of Chicago Booth School of Business 2006 — 2008
M.B.A.
The University of Chicago 2005 — 2006
The Ohio State University 1995 — 2000
B.A.
Andy Lehman's Wachovia Securities Experience 1999 - 2000
Job Counsel at Akin Gump Strauss Hauer & Feld LLP
Industry Law Practice
Experience
Akin Gump Strauss Hauer & Feld LLP September 2011 - Present
Jones Day January 2008 - September 2011
Kirkland & Ellis LLP August 2005 - January 2008
Wachovia Securities 1999 - 2000
Education
The University of Texas at Austin 2002 — 2005
JD
The University of Chicago 2000 — 2001
MA
Vanderbilt University
B.A.
Akin Gump Strauss Hauer & Feld LLP September 2011 - Present
Jones Day January 2008 - September 2011
Kirkland & Ellis LLP August 2005 - January 2008
Wachovia Securities 1999 - 2000
Education
The University of Texas at Austin 2002 — 2005
JD
The University of Chicago 2000 — 2001
MA
Vanderbilt University
B.A.
Cheryl Bolton's Wachovia Securities Experience May 2007 - December 2007
Job Sr Program Director, Strategic Transformational Initiatives
Industry Information Technology and Services
Experience
Fannie Mae July 2010 - Present
Morgan Stanley September 2009 - June 2010
Allstate January 2008 - September 2009
Wachovia Securities May 2007 - December 2007
Countrywide Financial 2006 - 2007
Blue Cross Blue Shield of Florida June 2004 - August 2006
TXU Energy 2000 - 2003
JC Penney May 1999 - September 1999
Education
The University of Texas at Arlington
Bachelor of Science (B.S.), Management Information Systems and Services
Fannie Mae July 2010 - Present
Morgan Stanley September 2009 - June 2010
Allstate January 2008 - September 2009
Wachovia Securities May 2007 - December 2007
Countrywide Financial 2006 - 2007
Blue Cross Blue Shield of Florida June 2004 - August 2006
TXU Energy 2000 - 2003
JC Penney May 1999 - September 1999
Education
The University of Texas at Arlington
Bachelor of Science (B.S.), Management Information Systems and Services
Ed Valle's Wachovia Securities Experience 2000 - 2002
Job Managing Director at Cary Street Partners
Industry Financial Services
Experience
Cary Street Partners December 2013 - Present
RiverStone Financial Group May 2005 - December 2013
Merrill Lynch 2002 - 2005
Wachovia Securities 2000 - 2002
Team Logistics, Inc. 1992 - 1998
Skills
Financial Modeling, Asset Managment, Investments, Strategic Financial..., Equities, Financial Analysis, Private Equity, Corporate Finance, Portfolio Management, Securities, Alternative Investments, Mergers, Mergers & Acquisitions, Asset Management, Financial Statements, Strategic Partnerships, Finance, Strategic Planning, Management, Entrepreneurship, Financial Reporting, Business Strategy, Marketing Strategy, Cash Management, Internal Controls, Wealth Management, Small Business, Team Building, Start-ups, Leadership, Contract Negotiation, Strategy, Business Development
Education
University of Alabama 1971 — 1975
Bachelor of Science, Accounting
Cary Street Partners December 2013 - Present
RiverStone Financial Group May 2005 - December 2013
Merrill Lynch 2002 - 2005
Wachovia Securities 2000 - 2002
Team Logistics, Inc. 1992 - 1998
Skills
Financial Modeling, Asset Managment, Investments, Strategic Financial..., Equities, Financial Analysis, Private Equity, Corporate Finance, Portfolio Management, Securities, Alternative Investments, Mergers, Mergers & Acquisitions, Asset Management, Financial Statements, Strategic Partnerships, Finance, Strategic Planning, Management, Entrepreneurship, Financial Reporting, Business Strategy, Marketing Strategy, Cash Management, Internal Controls, Wealth Management, Small Business, Team Building, Start-ups, Leadership, Contract Negotiation, Strategy, Business Development
Education
University of Alabama 1971 — 1975
Bachelor of Science, Accounting
Bill Besgen, Jr's Wachovia Securities Experience 1999 - 2002
Job Product Specialist at Catalyst Funds
Industry Financial Services
Experience
Catalyst Funds 2014 - Present
AXA Advisors, LLC 2010 - 2012
American Funds Distributors, Inc 2005 - 2009
Allstate 2004 - 2005
The Hartford 2002 - 2004
Wachovia Securities 1999 - 2002
Van Kampen Investments 1997 - 1999
DWS Investments 1994 - 1997
Skills
Series 7, Series 63, Series 65, Mutual Funds, Insurance, Competitive Analysis, Public Speaking, Consultative Selling, Wholesaling, Annuities, Fixed Annuities, Management, Financial Advisory, Wholesale, Leadership, CRM, Investment Strategies, Finance, Business Development, Relationship Management, Marketing, Retirement Planning, Sales, Asset Allocation
Education
The College of William and Mary - The Mason School of Business
MBA
University of Dayton
BA, Communications
Catalyst Funds 2014 - Present
AXA Advisors, LLC 2010 - 2012
American Funds Distributors, Inc 2005 - 2009
Allstate 2004 - 2005
The Hartford 2002 - 2004
Wachovia Securities 1999 - 2002
Van Kampen Investments 1997 - 1999
DWS Investments 1994 - 1997
Skills
Series 7, Series 63, Series 65, Mutual Funds, Insurance, Competitive Analysis, Public Speaking, Consultative Selling, Wholesaling, Annuities, Fixed Annuities, Management, Financial Advisory, Wholesale, Leadership, CRM, Investment Strategies, Finance, Business Development, Relationship Management, Marketing, Retirement Planning, Sales, Asset Allocation
Education
The College of William and Mary - The Mason School of Business
MBA
University of Dayton
BA, Communications
Paymon Shahrava's Wachovia Securities Experience June 2003 - October 2006
Job VP of Software Development at Guaranteed Rate
Industry Information Technology and Services
Experience
Guaranteed Rate May 2013 - Present
Gannett May 2007 - July 2013
Manifest Digital October 2006 - May 2007
Wachovia Securities June 2003 - October 2006
Skills
Business Analysis, Requirements Analysis, Integration, SQL, Microsoft SQL Server, ITIL, Software Development, SDLC, Business Intelligence, IT Strategy, Cloud Computing, Software Project..., XML, Linux, Enterprise Architecture, IT Service Management, Virtualization, Unix, Agile Methodologies, Project Management, java, .NET, MongoDB, Python, JavaScriptMVC, Backbone.js, PostgreSQL, Architectures, Databases, MVC, Java, JavaScript, Test Driven Development, Scrum, HTML, Web Development, CSS, Architecture
Education
The Ohio State University
B.A, Liberal Arts and Sciences/Liberal Studies
University of Cincinnati
Bachelor's degree, Finance
Guaranteed Rate May 2013 - Present
Gannett May 2007 - July 2013
Manifest Digital October 2006 - May 2007
Wachovia Securities June 2003 - October 2006
Skills
Business Analysis, Requirements Analysis, Integration, SQL, Microsoft SQL Server, ITIL, Software Development, SDLC, Business Intelligence, IT Strategy, Cloud Computing, Software Project..., XML, Linux, Enterprise Architecture, IT Service Management, Virtualization, Unix, Agile Methodologies, Project Management, java, .NET, MongoDB, Python, JavaScriptMVC, Backbone.js, PostgreSQL, Architectures, Databases, MVC, Java, JavaScript, Test Driven Development, Scrum, HTML, Web Development, CSS, Architecture
Education
The Ohio State University
B.A, Liberal Arts and Sciences/Liberal Studies
University of Cincinnati
Bachelor's degree, Finance
Jack Cooney's Wachovia Securities Experience 2005 - 2007
Job Vice President at AllianceBernstein
Industry Real Estate
Experience
AllianceBernstein L.P. 2015 - Present
PCCP 2013 - 2015
Black Creek Group 2007 - 2009
Wachovia Securities 2005 - 2007
Lehman Brothers 2004 - 2005
Skills
Corporate Finance, Capital Markets, Due Diligence, Financial Modeling, Valuation, Financial Analysis, Market Research, Real Estate Private..., Commercial Real Estate, Real Estate Development, Real Estate Financing, Private Equity, Investment Banking, Venture Capital, Business Development, Equities, Asset Managment, Investments, Entrepreneurship, Competitive Analysis, Hedge Funds, Management Consulting, Strategic Planning
Education
UCLA Anderson School of Management 2011 — 2013
MBA, Real Estate Finance
Yale University 2000 — 2004
BA, History
AllianceBernstein L.P. 2015 - Present
PCCP 2013 - 2015
Black Creek Group 2007 - 2009
Wachovia Securities 2005 - 2007
Lehman Brothers 2004 - 2005
Skills
Corporate Finance, Capital Markets, Due Diligence, Financial Modeling, Valuation, Financial Analysis, Market Research, Real Estate Private..., Commercial Real Estate, Real Estate Development, Real Estate Financing, Private Equity, Investment Banking, Venture Capital, Business Development, Equities, Asset Managment, Investments, Entrepreneurship, Competitive Analysis, Hedge Funds, Management Consulting, Strategic Planning
Education
UCLA Anderson School of Management 2011 — 2013
MBA, Real Estate Finance
Yale University 2000 — 2004
BA, History
Andy Homeyer, CCIM's Wachovia Securities Experience 1998 - 2001
Job Commercial Real Estate Broker
Industry Real Estate
Experience
KW Commercial Real Estate Group December 2013 - Present
Coldwell Banker Realty August 2009 - December 2013
Wachovia Securities 1998 - 2001
Education
The University of Georgia 1973 — 1977
BBA, Business
University of Georgia - Terry College of Business 1973 — 1977
KW Commercial Real Estate Group December 2013 - Present
Coldwell Banker Realty August 2009 - December 2013
Wachovia Securities 1998 - 2001
Education
The University of Georgia 1973 — 1977
BBA, Business
University of Georgia - Terry College of Business 1973 — 1977
Jonathan Manela's Wachovia Securities Experience 1999 - 2006
Job CEO Edge Strategy Group
Industry Financial Services
Experience
Edge Strategy Group January 2015 - Present
Rainmaker Associates January 2006 - April 2015
Wachovia Securities 1999 - 2006
Skills
Wealth Management, Financial Services, Business Strategy, New Business Development, Thought Leadership, Business Innovation, Global Business..., Global Sourcing, Strategic Partnerships, Strategic Thinking
Education
University at Buffalo 1991 — 1995
Bachelor of Science (B.S.), Business Administration, Finance
Edge Strategy Group January 2015 - Present
Rainmaker Associates January 2006 - April 2015
Wachovia Securities 1999 - 2006
Skills
Wealth Management, Financial Services, Business Strategy, New Business Development, Thought Leadership, Business Innovation, Global Business..., Global Sourcing, Strategic Partnerships, Strategic Thinking
Education
University at Buffalo 1991 — 1995
Bachelor of Science (B.S.), Business Administration, Finance
Marc Gordan's Wachovia Securities Experience August 1998 - November 2001
Job Director Product Management at Verizon Telematics, Inc.
Industry Wireless
Experience
Verizon Telematics, Inc. August 2014 - Present
Verizon Telematics, Inc. August 2011 - August 2014
Hughes Telematics, Inc. February 2007 - August 2011
Zurich NA June 2005 - January 2007
Kingsdale Capital Corporation December 2001 - September 2003
Wachovia Securities August 1998 - November 2001
Skills
Financial Modeling, Strategy, Corporate Finance, Business Strategy, Cross-functional Team..., Product Development, Leadership, Financial Analysis, Portfolio Management, Mergers, Risk Management, Forecasting, Management, Product Management, Process Improvement, Start-ups, Mergers & Acquisitions, Product Launch, Team Leadership, Business Development, Vendor Management, Integration, Business Process..., Competitive Analysis, Training, Program Management, B2B, Business Analysis, Analytics, Business Intelligence
Education
The University of Georgia 2003 — 2005
MBA, Strategy, Corporate Finance, Venture Capital
University of Georgia - Terry College of Business 1995 — 1998
BBA, Finance
Verizon Telematics, Inc. August 2014 - Present
Verizon Telematics, Inc. August 2011 - August 2014
Hughes Telematics, Inc. February 2007 - August 2011
Zurich NA June 2005 - January 2007
Kingsdale Capital Corporation December 2001 - September 2003
Wachovia Securities August 1998 - November 2001
Skills
Financial Modeling, Strategy, Corporate Finance, Business Strategy, Cross-functional Team..., Product Development, Leadership, Financial Analysis, Portfolio Management, Mergers, Risk Management, Forecasting, Management, Product Management, Process Improvement, Start-ups, Mergers & Acquisitions, Product Launch, Team Leadership, Business Development, Vendor Management, Integration, Business Process..., Competitive Analysis, Training, Program Management, B2B, Business Analysis, Analytics, Business Intelligence
Education
The University of Georgia 2003 — 2005
MBA, Strategy, Corporate Finance, Venture Capital
University of Georgia - Terry College of Business 1995 — 1998
BBA, Finance
Rod Miles's Wachovia Securities Experience June 1986 - August 2001
Job Pastor at Grace Church of Marin
Industry Religious Institutions
Experience
Grace Church of Marin 2004 - Present
Wachovia Securities June 1986 - August 2001
Wachovia 1986 - 2001
Skills
Theology, Pastoral Care, Discipleship, Missions, Biblical Studies, Pastoral, Preaching, Pastoral Counseling, Church Growth, Coaching, Gospel, Spiritual Direction, Religion
Education
Reformed Theological Seminary 2001 — 2004
MDIV
The University of Georgia 1984 — 1986
BBA Finance
Grace Church of Marin 2004 - Present
Wachovia Securities June 1986 - August 2001
Wachovia 1986 - 2001
Skills
Theology, Pastoral Care, Discipleship, Missions, Biblical Studies, Pastoral, Preaching, Pastoral Counseling, Church Growth, Coaching, Gospel, Spiritual Direction, Religion
Education
Reformed Theological Seminary 2001 — 2004
MDIV
The University of Georgia 1984 — 1986
BBA Finance
Peter Dekov's Wachovia Securities Experience September 2008 - June 2012
Job RCAP Compliance Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2013 - Present
Wells Fargo Advisors June 2012 - October 2013
Wachovia Securities September 2008 - June 2012
Skills
Financial Analysis, Series 7, Portfolio Management, Securities
Education
Webster University 2005 — 2007
Truman State University
Wells Fargo Advisors October 2013 - Present
Wells Fargo Advisors June 2012 - October 2013
Wachovia Securities September 2008 - June 2012
Skills
Financial Analysis, Series 7, Portfolio Management, Securities
Education
Webster University 2005 — 2007
Truman State University
Gretchen Durthaler, AIF®'s Wachovia Securities Experience 1998 - May 2001
Job Retirement Plan Specialist
Industry Financial Services
Experience
Nationwide Financial December 2010 - Present
Saginomiya America, Inc June 2008 - June 2010
Honda Family Center ESL Tutoring 1997 - 2009
Daifuku America Corporation May 2005 - June 2007
JET Programme 2001 - 2004
Wachovia Securities 1998 - May 2001
Prudential Securities 1998 - 2001
Thompson Electronics, Inc June 1996 - December 1998
Huntington National Bank April 1994 - October 1994
Skills
Retirement Planning, Management, Finance, Mutual Funds, Policy, Process Improvement, Employee Benefits, Strategic Planning, Series 6, Microsoft Excel, Leadership, Insurance, 401k, Series 7, Financial Services, Fixed Annuities, Health Insurance, Life Insurance, Variable Annuities, Series 63, Series 65
Education
InterestsThe Ohio State University OSU Women's Varsity Crew Team 1994 — 1998
Bachelor of Arts, Economics
The Ohio State University 1993 — 1998
Bachelor's degree, Economics/International Studies
University of Cincinnati College Conservatory of Music 1992 — 1993
Cello Performance
Nationwide Financial December 2010 - Present
Saginomiya America, Inc June 2008 - June 2010
Honda Family Center ESL Tutoring 1997 - 2009
Daifuku America Corporation May 2005 - June 2007
JET Programme 2001 - 2004
Wachovia Securities 1998 - May 2001
Prudential Securities 1998 - 2001
Thompson Electronics, Inc June 1996 - December 1998
Huntington National Bank April 1994 - October 1994
Skills
Retirement Planning, Management, Finance, Mutual Funds, Policy, Process Improvement, Employee Benefits, Strategic Planning, Series 6, Microsoft Excel, Leadership, Insurance, 401k, Series 7, Financial Services, Fixed Annuities, Health Insurance, Life Insurance, Variable Annuities, Series 63, Series 65
Education
InterestsThe Ohio State University OSU Women's Varsity Crew Team 1994 — 1998
Bachelor of Arts, Economics
The Ohio State University 1993 — 1998
Bachelor's degree, Economics/International Studies
University of Cincinnati College Conservatory of Music 1992 — 1993
Cello Performance
Gus Okwu's Wachovia Securities Experience November 2000 - January 2004
Job Senior Vice President at Allison+Partners
Industry Public Relations and Communications
Experience
Allison+Partners February 2012 - Present
RKJ Partners, LLC June 2008 - March 2012
Dennard Rupp Gray & Easterly, LLC January 2005 - April 2010
Wachovia Securities November 2000 - January 2004
Fitch Ratings March 1999 - November 2000
IBJ Schroder Bank & Trust 1997 - 1999
Bank of Tokyo-Mitsubishi 1991 - 1997
Skills
Spokesperson, Investor Relations, Public Relations, Equity Research, Media Relations, Corporate Communications, Strategic Communications, Marketing Communications, Message Development, Executive Communications, Event Management, Research, Analyst Relations, Crisis Communications, Market Research, Writing
Education
Hopkins School
Tufts University
B.A., International Relations and Economics
Allison+Partners February 2012 - Present
RKJ Partners, LLC June 2008 - March 2012
Dennard Rupp Gray & Easterly, LLC January 2005 - April 2010
Wachovia Securities November 2000 - January 2004
Fitch Ratings March 1999 - November 2000
IBJ Schroder Bank & Trust 1997 - 1999
Bank of Tokyo-Mitsubishi 1991 - 1997
Skills
Spokesperson, Investor Relations, Public Relations, Equity Research, Media Relations, Corporate Communications, Strategic Communications, Marketing Communications, Message Development, Executive Communications, Event Management, Research, Analyst Relations, Crisis Communications, Market Research, Writing
Education
Hopkins School
Tufts University
B.A., International Relations and Economics
Scott Holtgrefe sholtgrefe@hotmail.com's Wachovia Securities Experience January 2001 - September 2005
Job Recruiter
Industry Accounting
Experience
Stephen James Associates January 2007 - Present
Wachovia Securities January 2001 - September 2005
T. Rowe Price September 1996 - December 2000
Education
Towson University 1994 — 1996
Bachelors, Economics
Stephen James Associates January 2007 - Present
Wachovia Securities January 2001 - September 2005
T. Rowe Price September 1996 - December 2000
Education
Towson University 1994 — 1996
Bachelors, Economics
Laurent Nguyen-Ngoc's Wachovia Securities Experience July 2007 - April 2009
Job
Industry Investment Banking
Experience
Markit July 2010 - Present
Independent consultant May 2009 - June 2010
Wachovia Securities July 2007 - April 2009
Université Paris 12 September 2004 - July 2007
IXIS Securities December 2005 - September 2006
Deutsche Bank December 1999 - September 2004
Skills
Derivatives, Quantitative Finance, Swaps, Volatility, Equity Derivatives, Options, Credit Derivatives, Interest Rate..., Quantitative Investing, Rates, Market Risk, Structured Products, FX Options, Trading Systems, Fixed Income
Education
Université Pierre et Marie Curie (Paris VI) 1999 — 2003
PhD, Stochastic calculus, Mathematical finance
Université Pierre et Marie Curie (Paris VI) 1998 — 1999
DEA, Probability & Finance
ISUP 1996 — 1999
Actuariat
Markit July 2010 - Present
Independent consultant May 2009 - June 2010
Wachovia Securities July 2007 - April 2009
Université Paris 12 September 2004 - July 2007
IXIS Securities December 2005 - September 2006
Deutsche Bank December 1999 - September 2004
Skills
Derivatives, Quantitative Finance, Swaps, Volatility, Equity Derivatives, Options, Credit Derivatives, Interest Rate..., Quantitative Investing, Rates, Market Risk, Structured Products, FX Options, Trading Systems, Fixed Income
Education
Université Pierre et Marie Curie (Paris VI) 1999 — 2003
PhD, Stochastic calculus, Mathematical finance
Université Pierre et Marie Curie (Paris VI) 1998 — 1999
DEA, Probability & Finance
ISUP 1996 — 1999
Actuariat
Damian Hyams's Wachovia Securities Experience 2003 - 2004
Job Equity Research Analyst at TIAACREF
Industry Investment Management
Experience
TIAA-CREF March 2010 - Present
Banc of America Securities 2004 - 2008
Wachovia Securities 2003 - 2004
Morgan Stanley June 2002 - August 2002
Wilshire Associates 1995 - 2001
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance & Accounting
University of Redlands 1991 — 1995
BS, Business Administration
TIAA-CREF March 2010 - Present
Banc of America Securities 2004 - 2008
Wachovia Securities 2003 - 2004
Morgan Stanley June 2002 - August 2002
Wilshire Associates 1995 - 2001
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance & Accounting
University of Redlands 1991 — 1995
BS, Business Administration
Dan Ludwin's Wachovia Securities Experience 2001 - 2009
Job President, Founding Partner at Salomon & Ludwin,LLC
Industry Financial Services
Experience
Salomon & Ludwin,LLC November 2009 - Present
Wells Fargo Advisors, LLC August 1996 - November 2009
Wachovia Securities 2001 - 2009
Education
The Ohio State University 1988 — 1993
BS, Economics
Hudson High
Salomon & Ludwin,LLC November 2009 - Present
Wells Fargo Advisors, LLC August 1996 - November 2009
Wachovia Securities 2001 - 2009
Education
The Ohio State University 1988 — 1993
BS, Economics
Hudson High
Ron McGinnis's Wachovia Securities Experience 1993 - 2003
Job Owner, Ecopolis
Industry Real Estate
Experience
Ecopolis January 2003 - Present
Wachovia Securities 1993 - 2003
McGinnis Construction 1982 - 1993
Education
The University of Texas at Austin 1973 — 1975
MBA, Finance, Accounting
Tulane University 1967 — 1972
BSCE, Civil Engineering
Ecopolis January 2003 - Present
Wachovia Securities 1993 - 2003
McGinnis Construction 1982 - 1993
Education
The University of Texas at Austin 1973 — 1975
MBA, Finance, Accounting
Tulane University 1967 — 1972
BSCE, Civil Engineering
Alex Dadakis's Wachovia Securities Experience June 2007 - July 2007
Job Manager at Bain & Company
Industry Management Consulting
Experience
Bain & Company August 2015 - Present
Bain & Company September 2014 - July 2015
Bain & Company March 2014 - August 2014
Bain & Company September 2011 - September 2012
Bain & Company September 2010 - August 2011
Bain & Company July 2008 - August 2010
Wachovia Securities June 2007 - July 2007
Skills
Due Diligence, Strategic Planning, Business Strategy, Financial Modeling, Program Management, IT portfolio management, Management Consulting, IT Portfolio, Valuation, Private Equity, Strategic Consulting
Education
The University of Chicago - Booth School of Business 2012 — 2013
Master of Business Administration (MBA)
Wake Forest University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Bain & Company August 2015 - Present
Bain & Company September 2014 - July 2015
Bain & Company March 2014 - August 2014
Bain & Company September 2011 - September 2012
Bain & Company September 2010 - August 2011
Bain & Company July 2008 - August 2010
Wachovia Securities June 2007 - July 2007
Skills
Due Diligence, Strategic Planning, Business Strategy, Financial Modeling, Program Management, IT portfolio management, Management Consulting, IT Portfolio, Valuation, Private Equity, Strategic Consulting
Education
The University of Chicago - Booth School of Business 2012 — 2013
Master of Business Administration (MBA)
Wake Forest University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Brent Walton, CFA's Wachovia Securities Experience 2004 - 2007
Job Securities Analyst at STRS Ohio
Industry Investment Management
Experience
STRS Ohio October 2009 - Present
STRS Ohio June 2008 - October 2009
Wachovia Securities 2004 - 2007
Education
The Ohio State University Fisher College of Business 2007 — 2009
MBA, Investment Management, Financial Reporting and Analysis
University of Dayton 1999 — 2003
BS, Finance, Business Economics
STRS Ohio October 2009 - Present
STRS Ohio June 2008 - October 2009
Wachovia Securities 2004 - 2007
Education
The Ohio State University Fisher College of Business 2007 — 2009
MBA, Investment Management, Financial Reporting and Analysis
University of Dayton 1999 — 2003
BS, Finance, Business Economics
Narayanan Krishnamoorthy's Wachovia Securities Experience August 2008 - September 2008
Job Manager at Deloitte and Touche
Industry Management Consulting
Experience
Deloitte July 2009 - Present
Wachovia Securities August 2008 - September 2008
Motive Communications Inc May 2006 - June 2007
iGATE Global Solutions March 2005 - May 2006
Skills
IT Audit, Risk Management, SDLC, Sarbanes-Oxley Act, Enterprise Risk..., Pre-sales, Software Project..., IT Strategy, Business Process..., SAP R/3, Information Technology, SAP GRC Access Control, Process Control, SAP, Business Transformation, Management Consulting, Business Process, Business Intelligence, ERP, SAP ERP
Education
University of North Carolina at Charlotte 2007 — 2008
MS, Mathematical Finance
University of Calicut 2000 — 2004
B.Tech, Electrical Engineering
St. Pauls Indore
St. Pauls Indore
Deloitte July 2009 - Present
Wachovia Securities August 2008 - September 2008
Motive Communications Inc May 2006 - June 2007
iGATE Global Solutions March 2005 - May 2006
Skills
IT Audit, Risk Management, SDLC, Sarbanes-Oxley Act, Enterprise Risk..., Pre-sales, Software Project..., IT Strategy, Business Process..., SAP R/3, Information Technology, SAP GRC Access Control, Process Control, SAP, Business Transformation, Management Consulting, Business Process, Business Intelligence, ERP, SAP ERP
Education
University of North Carolina at Charlotte 2007 — 2008
MS, Mathematical Finance
University of Calicut 2000 — 2004
B.Tech, Electrical Engineering
St. Pauls Indore
St. Pauls Indore
Brad Neiner's Wachovia Securities Experience 2007 - Present
Job Senior Project Manager at Bradford & Galt
Industry Information Technology and Services
Experience
Bradford & Galt Project ManagerWells Fargo Advisors, LLC
Wachovia Securities 2007 - Present
Capgemini 1996 - 2005
Skills
SDLC, Vendor Management
Education
Truman State University 1982 — 1986
Bradford & Galt Project ManagerWells Fargo Advisors, LLC
Wachovia Securities 2007 - Present
Capgemini 1996 - 2005
Skills
SDLC, Vendor Management
Education
Truman State University 1982 — 1986
Sarah Haag's Wachovia Securities Experience August 2007 - Present
Job Financial Consultant at Wachovia Securities
Industry Financial Services
Experience
Wachovia Securities August 2007 - Present
Cubic Applications Inc. 2004 - 2007
Education
United States Military Academy at West Point 1999 — 2003
Dallastown Area High School 1995 — 1999
Wachovia Securities August 2007 - Present
Cubic Applications Inc. 2004 - 2007
Education
United States Military Academy at West Point 1999 — 2003
Dallastown Area High School 1995 — 1999
Philip Efird's Wachovia Securities Experience Vice PresidentWells Fargo Advisors, LLCJanuary 1999 - Present
Job Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wachovia Securities Vice PresidentWells Fargo Advisors, LLCJanuary 1999 - Present
Education
The University of Texas at Austin
Wachovia Securities Vice PresidentWells Fargo Advisors, LLCJanuary 1999 - Present
Education
The University of Texas at Austin
Boyd Ingalls's Wachovia Securities Experience September 2007 - June 2008
Job Senior Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2008 - Present
Wachovia Securities September 2007 - June 2008
Ingenco LLC March 2007 - May 2007
Virginia State Auditor of Public Accounts March 2006 - February 2007
Hohner HSS 2004 - 2006
Boaz Accordions 1995 - 2004
Skills
Analysis, Risk Management, Financial Services, Financial Analysis, Management, Finance, Process Improvement, Project Management, Investments, Microsoft Excel, Access, Requirements Analysis, Training, Visio, Financial Modeling, Series 7, Statistical Regression..., FINRA Series 7, Thompson Beta, Mergers, Hypothesis Testing, R Programing Language
Education
The Johns Hopkins University 2015 — 2016
Certificate, Data Science, In Progress
Virginia Commonwealth University - School of Business 2005 — 2009
Post baccalaureate non-degree seeking, Business, Accounting, Finance
University of California, Berkeley 1994 — 1997
Bachelors, English
Wells Fargo Advisors, LLC 2008 - Present
Wachovia Securities September 2007 - June 2008
Ingenco LLC March 2007 - May 2007
Virginia State Auditor of Public Accounts March 2006 - February 2007
Hohner HSS 2004 - 2006
Boaz Accordions 1995 - 2004
Skills
Analysis, Risk Management, Financial Services, Financial Analysis, Management, Finance, Process Improvement, Project Management, Investments, Microsoft Excel, Access, Requirements Analysis, Training, Visio, Financial Modeling, Series 7, Statistical Regression..., FINRA Series 7, Thompson Beta, Mergers, Hypothesis Testing, R Programing Language
Education
The Johns Hopkins University 2015 — 2016
Certificate, Data Science, In Progress
Virginia Commonwealth University - School of Business 2005 — 2009
Post baccalaureate non-degree seeking, Business, Accounting, Finance
University of California, Berkeley 1994 — 1997
Bachelors, English
Dustin Waller's Wachovia Securities Experience January 1998 - January 2002
Job Business Development Consultant at Swerdlin & Company
Industry Financial Services
Experience
Swerdlin & Company October 2013 - Present
Acuff & Associates April 2012 - September 2013
John Hancock January 2008 - November 2011
John Hancock April 2004 - December 2007
Enterprise Group of Funds January 2002 - March 2004
Wachovia Securities January 1998 - January 2002
Skills
401k, Pensions, Deferred Compensation, Series 7, Retirement, Series 63, Employee Benefits, Wholesaling, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Wealth Management, Defined Benefit, Finance, Financial Services, Investment Advisory
Education
The University of Georgia 1993 — 1997
Bachelor of Science (B.S.), Consumer Economics
Swerdlin & Company October 2013 - Present
Acuff & Associates April 2012 - September 2013
John Hancock January 2008 - November 2011
John Hancock April 2004 - December 2007
Enterprise Group of Funds January 2002 - March 2004
Wachovia Securities January 1998 - January 2002
Skills
401k, Pensions, Deferred Compensation, Series 7, Retirement, Series 63, Employee Benefits, Wholesaling, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Wealth Management, Defined Benefit, Finance, Financial Services, Investment Advisory
Education
The University of Georgia 1993 — 1997
Bachelor of Science (B.S.), Consumer Economics
Eugenio J. Figarella's Wachovia Securities Experience December 2004 - February 2006
Job Senior Investment Analyst at Select Advisory Group
Industry Financial Services
Experience
Select Advisory Group February 2011 - Present
Eurobank February 2009 - February 2011
Southern Trust Securities May 2008 - March 2010
Citicorp Financial Services Corp. February 2006 - December 2007
Wachovia Securities December 2004 - February 2006
The Bank & Trust of Puerto Rico 2001 - 2004
Skills
Investments, Financial Analysis, Risk Management, Portfolio Management, Banking, Mutual Funds, Strategic Financial...
Education
University of Puerto Rico 1996 — 2001
Bachelor's degree, Finance and Financial Management Services
Select Advisory Group February 2011 - Present
Eurobank February 2009 - February 2011
Southern Trust Securities May 2008 - March 2010
Citicorp Financial Services Corp. February 2006 - December 2007
Wachovia Securities December 2004 - February 2006
The Bank & Trust of Puerto Rico 2001 - 2004
Skills
Investments, Financial Analysis, Risk Management, Portfolio Management, Banking, Mutual Funds, Strategic Financial...
Education
University of Puerto Rico 1996 — 2001
Bachelor's degree, Finance and Financial Management Services
Bill Horner's Wachovia Securities Experience Associate PartnerAccentureJuly 1988 - October 2003
Job Senior IT Leader at Wachovia Securities
Industry Banking
Experience
Wachovia Securities Associate PartnerAccentureJuly 1988 - October 2003
Education
University of Minnesota-Twin Cities 1985 — 1988
MBA, Finance
The University of Texas at Austin 1980 — 1984
Wachovia Securities Associate PartnerAccentureJuly 1988 - October 2003
Education
University of Minnesota-Twin Cities 1985 — 1988
MBA, Finance
The University of Texas at Austin 1980 — 1984
Chris Saponari's Wachovia Securities Experience July 2003 - May 2005
Job Managing Director at Iroquois Capital Group
Industry Investment Banking
Experience
Iroquois Capital Group December 2013 - Present
Barclays Capital September 2008 - May 2013
Lehman Brothers August 2006 - September 2009
Bear Stearns May 2005 - August 2006
Wachovia Securities July 2003 - May 2005
Skills
Leveraged Finance, Asset Management, Due Diligence, Investment Banking, Mergers & Acquisitions, LBO, Hedge Funds, Management, Financial Modeling, Corporate Finance, Financial Advisory, Corporate Development, Venture Capital, Structured Finance, Alternative Investments, Financial Analysis, Investments, Financial Structuring, Emerging Markets, Finance
Education
Vanderbilt University
MBA, Finance, Accounting, Law
University of Georgia
BBA, Economics
Iroquois Capital Group December 2013 - Present
Barclays Capital September 2008 - May 2013
Lehman Brothers August 2006 - September 2009
Bear Stearns May 2005 - August 2006
Wachovia Securities July 2003 - May 2005
Skills
Leveraged Finance, Asset Management, Due Diligence, Investment Banking, Mergers & Acquisitions, LBO, Hedge Funds, Management, Financial Modeling, Corporate Finance, Financial Advisory, Corporate Development, Venture Capital, Structured Finance, Alternative Investments, Financial Analysis, Investments, Financial Structuring, Emerging Markets, Finance
Education
Vanderbilt University
MBA, Finance, Accounting, Law
University of Georgia
BBA, Economics
Nick Valdrighi, PMP's Wachovia Securities Experience May 2005 - July 2008
Job Senior Business Systems Analyst at Performance Food Group
Industry Information Technology and Services
Experience
Performance Food Group August 2012 - Present
CapTech Ventures August 2008 - August 2012
Wachovia Securities May 2005 - July 2008
Delta Air Lines March 2004 - April 2005
Wachovia Securities July 1996 - June 2001
Skills
Business Analysis, SDLC, Process Improvement, Management Consulting, Financial Analysis, Program Management, SharePoint, Risk Management, Business Intelligence, Change Management, Business Process..., Financial Modeling, Third Party Applications, Systems Analysis, System Integration..., Large Systems..., Requirements Analysis, Requirements Gathering, Business Requirements, PMO
Education
Washington and Lee University 1992 — 1996
BS, Business Administration and Accounting
The College of William and Mary - The Mason School of Business 2001 — 2003
MBA
University of Virginia 2006 — 2007
MS, Management of Information Technology
Performance Food Group August 2012 - Present
CapTech Ventures August 2008 - August 2012
Wachovia Securities May 2005 - July 2008
Delta Air Lines March 2004 - April 2005
Wachovia Securities July 1996 - June 2001
Skills
Business Analysis, SDLC, Process Improvement, Management Consulting, Financial Analysis, Program Management, SharePoint, Risk Management, Business Intelligence, Change Management, Business Process..., Financial Modeling, Third Party Applications, Systems Analysis, System Integration..., Large Systems..., Requirements Analysis, Requirements Gathering, Business Requirements, PMO
Education
Washington and Lee University 1992 — 1996
BS, Business Administration and Accounting
The College of William and Mary - The Mason School of Business 2001 — 2003
MBA
University of Virginia 2006 — 2007
MS, Management of Information Technology
Adrian Crews's Wachovia Securities Experience January 2006 - August 2008
Job TMIS Manager/ Wells Fargo/ AVP
Industry Information Technology and Services
Experience
Wells Fargo Advisors June 2007 - Present
Wells Fargo 2004 - Present
Wachovia Securities January 2006 - August 2008
A.G. Edwards & Sons, Inc. July 2005 - February 2006
Skills
Disaster Recovery, Active Directory, Vendor Management, VMware, ITIL, Virtualization, System Administration, Integration, Windows 7, Project Management, IT Service Management, Information Technology, IT Operations, BMC Remedy, VMware ESX, Business Analysis, Citrix, Data Center, Enterprise Software, IT Management, Process Improvement, SDLC, SharePoint, Software Documentation, Technical Support, Visio, Windows Server
Education
The University of Memphis
Wells Fargo Advisors June 2007 - Present
Wells Fargo 2004 - Present
Wachovia Securities January 2006 - August 2008
A.G. Edwards & Sons, Inc. July 2005 - February 2006
Skills
Disaster Recovery, Active Directory, Vendor Management, VMware, ITIL, Virtualization, System Administration, Integration, Windows 7, Project Management, IT Service Management, Information Technology, IT Operations, BMC Remedy, VMware ESX, Business Analysis, Citrix, Data Center, Enterprise Software, IT Management, Process Improvement, SDLC, SharePoint, Software Documentation, Technical Support, Visio, Windows Server
Education
The University of Memphis
Kevin Lilly's Wachovia Securities Experience Senior Relationship ManagerWells FargoFebruary 2015 - Present
Job Director at Wells Fargo Securities
Industry Banking
Experience
Wachovia Securities Senior Relationship ManagerWells FargoFebruary 2015 - Present
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA, Finance
United States Military Academy at West Point 1992 — 1996
MS, Operations Research
Wachovia Securities Senior Relationship ManagerWells FargoFebruary 2015 - Present
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA, Finance
United States Military Academy at West Point 1992 — 1996
MS, Operations Research
craig lusco's Wachovia Securities Experience April 2001 - March 2007
Job at
Industry Financial Services
Experience
Wachovia Securities Financial Network Registered PrincipalWachovia Securities Financial NetworkMarch 2007 - Present
Wachovia Securities April 2001 - March 2007
Education
Towson University 1994 — 1997
BS, Finance
Wachovia Securities Financial Network Registered PrincipalWachovia Securities Financial NetworkMarch 2007 - Present
Wachovia Securities April 2001 - March 2007
Education
Towson University 1994 — 1997
BS, Finance
Elizabeth Keightley's Wachovia Securities Experience 2000 - 2003
Job Wealth Management Advisor at BB&T Wealth Management
Industry Banking
Experience
BB&T Wealth Management August 2004 - Present
Wachovia Securities 2000 - 2003
Education
Tulane University
B.A., Poitical Science, Art History
BB&T Wealth Management August 2004 - Present
Wachovia Securities 2000 - 2003
Education
Tulane University
B.A., Poitical Science, Art History
Aric Cleland's Wachovia Securities Experience 1999 - 2003
Job Vice President,Wealth Management at Northern Trust
Industry Financial Services
Experience
Northern Trust 2014 - Present
Goldman Sachs 2010 - 2014
Brean Murray, Carret & Co. 2008 - 2010
WR Hambrecht + Co 2003 - 2008
Wachovia Securities 1999 - 2003
EVEREN Securities 1995 - 1999
The Chicago Corporation 1987 - 1995
Skills
Wealth Management, Investments, Asset Management, Financial Services, High Net Worth..., Portfolio Management, Equities, Alternative Investments, Banking, Wealth, Financial Modeling
Education
University of Kansas 1983 — 1987
BS, Business
Northern Trust 2014 - Present
Goldman Sachs 2010 - 2014
Brean Murray, Carret & Co. 2008 - 2010
WR Hambrecht + Co 2003 - 2008
Wachovia Securities 1999 - 2003
EVEREN Securities 1995 - 1999
The Chicago Corporation 1987 - 1995
Skills
Wealth Management, Investments, Asset Management, Financial Services, High Net Worth..., Portfolio Management, Equities, Alternative Investments, Banking, Wealth, Financial Modeling
Education
University of Kansas 1983 — 1987
BS, Business
James Linck's Wachovia Securities Experience April 2006 - December 2008
Job Team LeaderAML at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2014 - Present
Edward Jones December 2008 - April 2014
Wachovia Securities April 2006 - December 2008
A.G. Edwards June 2005 - April 2006
Education
Webster University 2001 — 2003
MBA
Truman State University 1995 — 2000
Bachelor of Science, Business Administration--Management
Edward Jones April 2014 - Present
Edward Jones December 2008 - April 2014
Wachovia Securities April 2006 - December 2008
A.G. Edwards June 2005 - April 2006
Education
Webster University 2001 — 2003
MBA
Truman State University 1995 — 2000
Bachelor of Science, Business Administration--Management
Tony de Castro's Wachovia Securities Experience July 2007 - August 2007
Job MBA Candidate at the Tuck School of Business at Dartmouth
Industry Financial Services
Experience
Capital One April 2012 - June 2015
Lockheed Martin Aeronautics July 2009 - March 2012
Ward Financial Advisory September 2007 - December 2007
Wachovia Securities July 2007 - August 2007
Skills
Process Improvement, Data Analysis, Project Management, Proposal Writing, Analysis, Teradata, Business Strategy, Marketing Strategy, SQL, PowerPoint, Microsoft Excel, Hypothesis Testing, Statistical Modeling, Statistical Data..., Business Analysis, Quantitative Analytics, Financial Modeling, Operations Management, Marketing
Education
The Tuck School of Business at Dartmouth 2015 — 2017
Master of Business Administration (MBA)
Vanderbilt University 2005 — 2009
BA, Economics, Finance
Trinity Valley School 1996 — 2005
Capital One April 2012 - June 2015
Lockheed Martin Aeronautics July 2009 - March 2012
Ward Financial Advisory September 2007 - December 2007
Wachovia Securities July 2007 - August 2007
Skills
Process Improvement, Data Analysis, Project Management, Proposal Writing, Analysis, Teradata, Business Strategy, Marketing Strategy, SQL, PowerPoint, Microsoft Excel, Hypothesis Testing, Statistical Modeling, Statistical Data..., Business Analysis, Quantitative Analytics, Financial Modeling, Operations Management, Marketing
Education
The Tuck School of Business at Dartmouth 2015 — 2017
Master of Business Administration (MBA)
Vanderbilt University 2005 — 2009
BA, Economics, Finance
Trinity Valley School 1996 — 2005
Joseph Notaro's Wachovia Securities Experience 2003 - 2007
Job Vice President, US Rates Sales
Industry Financial Services
Experience
TD Securities 2010 - Present
RBS 2008 - 2010
Cantor Fitzgerald February 2007 - 2008
Wachovia Securities 2003 - 2007
Wachovia Bank 2001 - 2003
Skills
Series 7, Fixed Income, Bloomberg, Series 63, Equities, Bonds, Securities, Capital Markets, Trading, Derivatives, Financial Markets, Hedge Funds, Options, Investments, Electronic Trading, Equity Derivatives, Middle Office
Education
The University of Connecticut School of Business
MBA in progress, Finance, 3.75 GPA
Western Connecticut State University
BBA, Finance
TD Securities 2010 - Present
RBS 2008 - 2010
Cantor Fitzgerald February 2007 - 2008
Wachovia Securities 2003 - 2007
Wachovia Bank 2001 - 2003
Skills
Series 7, Fixed Income, Bloomberg, Series 63, Equities, Bonds, Securities, Capital Markets, Trading, Derivatives, Financial Markets, Hedge Funds, Options, Investments, Electronic Trading, Equity Derivatives, Middle Office
Education
The University of Connecticut School of Business
MBA in progress, Finance, 3.75 GPA
Western Connecticut State University
BBA, Finance
Scott Rickford's Wachovia Securities Experience July 2003 - April 2004
Job Financial Advisor at Oakridge Financial
Industry Financial Services
Experience
Oakridge Financial April 2004 - Present
Wachovia Securities July 2003 - April 2004
Prudential Securities February 1999 - July 2003
Recom Securities August 1995 - February 1999
Skills
Retirement Planning, Series 7, Investment Strategies
Education
University Of North Dakota 1990 — 1994
BBA, Finance
Oakridge Financial April 2004 - Present
Wachovia Securities July 2003 - April 2004
Prudential Securities February 1999 - July 2003
Recom Securities August 1995 - February 1999
Skills
Retirement Planning, Series 7, Investment Strategies
Education
University Of North Dakota 1990 — 1994
BBA, Finance
Matt Tuchi's Wachovia Securities Experience June 1993 - May 2010
Job Director at US Bank
Industry Capital Markets
Experience
US Bank May 2010 - Present
Wachovia Securities June 1993 - May 2010
Wachovia Bank June 1993 - May 2010
Wheat, First Securities March 1991 - June 1993
Education
University of Arizona 1986 — 1990
BA, Economics
Salpointe Catholic 1985 — 1986
St. Francis High School 1982 — 1985
US Bank May 2010 - Present
Wachovia Securities June 1993 - May 2010
Wachovia Bank June 1993 - May 2010
Wheat, First Securities March 1991 - June 1993
Education
University of Arizona 1986 — 1990
BA, Economics
Salpointe Catholic 1985 — 1986
St. Francis High School 1982 — 1985
james limoncelli's Wachovia Securities Experience June 2001 - October 2008
Job Regional Executive Manager PacNorth Region at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2009 - Present
Morgan Stanley October 2008 - August 2009
Wachovia Securities June 2001 - October 2008
robertson stephens March 1999 - April 2001
Prudential Securities October 1988 - April 1999
Education
University at Albany, SUNY 1984 — 1988
ba, sociology, business
West Hempstead High School 1980 — 1984
Wells Fargo Advisors, LLC September 2009 - Present
Morgan Stanley October 2008 - August 2009
Wachovia Securities June 2001 - October 2008
robertson stephens March 1999 - April 2001
Prudential Securities October 1988 - April 1999
Education
University at Albany, SUNY 1984 — 1988
ba, sociology, business
West Hempstead High School 1980 — 1984
Lisa Garrity-Wacha's Wachovia Securities Experience April 2003 - November 2003
Job Owner at Ocean Organics Juice Bar
Industry Food & Beverages
Experience
Ocean Organics Juice Bar & Cafe May 2013 - Present
Victoria's Secret Direct March 2011 - January 2013
Victoria's Secret Direct September 2008 - March 2011
Victoria's Secret Direct August 2007 - September 2008
GUGGENHEIM SECURITES April 2007 - August 2007
MetLife January 2006 - March 2007
Deutsche Bank August 2005 - January 2006
METLIFE SECURITIES July 2004 - August 2005
PNC August 2000 - July 2004
WACHOVIA SECURITIES April 2003 - November 2003
Skills
Fashion, Time Management, Microsoft Word, Event Management, Trend Analysis, E-commerce, Apparel, Outlook, Retail
Education
Thomas Edison State College 1998 — 2002
B.S, Management
American Institute of Banking 1994 — 1996
Certificate, Finance
Fashion Institute of Technology New
Continuing Education, Meeting and Event Planning
Ocean Organics Juice Bar & Cafe May 2013 - Present
Victoria's Secret Direct March 2011 - January 2013
Victoria's Secret Direct September 2008 - March 2011
Victoria's Secret Direct August 2007 - September 2008
GUGGENHEIM SECURITES April 2007 - August 2007
MetLife January 2006 - March 2007
Deutsche Bank August 2005 - January 2006
METLIFE SECURITIES July 2004 - August 2005
PNC August 2000 - July 2004
WACHOVIA SECURITIES April 2003 - November 2003
Skills
Fashion, Time Management, Microsoft Word, Event Management, Trend Analysis, E-commerce, Apparel, Outlook, Retail
Education
Thomas Edison State College 1998 — 2002
B.S, Management
American Institute of Banking 1994 — 1996
Certificate, Finance
Fashion Institute of Technology New
Continuing Education, Meeting and Event Planning
Sara Sermprungsuk's Wachovia Securities Experience November 2003 - May 2005
Job Registered SA
Industry Financial Services
Experience
Financial Service Firm 2010 - Present
RBC Wealth Management May 2005 - June 2008
Wachovia Securities November 2003 - May 2005
Banc of America Investment Services April 2002 - November 2003
Skills
Mutual Funds, Trading, Microsoft Excel, Bonds, Equities, Securities, Microsoft Word, Time Management, Series 63, Series 7, Options, Customer Service, Training, Equity Trading
Education
The University of Georgia 1996 — 1999
Bachelors of Arts and Science, Economics
Financial Service Firm 2010 - Present
RBC Wealth Management May 2005 - June 2008
Wachovia Securities November 2003 - May 2005
Banc of America Investment Services April 2002 - November 2003
Skills
Mutual Funds, Trading, Microsoft Excel, Bonds, Equities, Securities, Microsoft Word, Time Management, Series 63, Series 7, Options, Customer Service, Training, Equity Trading
Education
The University of Georgia 1996 — 1999
Bachelors of Arts and Science, Economics
Juan Carlos Riera's Wachovia Securities Experience 2001 - 2007
Job Director at Windmills Capital Inc
Industry Financial Services
Experience
Windmills Capital Inc July 2012 - Present
International Compliance Solutions, LLC January 2009 - Present
InterBolsa Securities April 2012 - December 2012
SFG May 2007 - December 2008
Wachovia Securities 2001 - 2007
Wachovia 2001 - 2007
Merrill Lynch 1998 - 2000
Merrill Lynch Bank Suisse 1996 - 1998
Merrill Lynch Bank (Suisse) SA Geneva 1996 - 1998
Skills
AML, Compliance, Investment Advisory, Private Banking, Latin America, Supervisory Skills, Financial Institutions, Securities, Due Diligence, Risk Management, Wealth Management, Banking, Series 7, Audit, Brokerage, Cross-border..., Series 63, Series 24, Portfolio Management, Financial Services, Capital Markets, Operational Risk..., Equities, Commercial Banking, Fraud, Emerging Markets, KYC, Investment Banking, Corporate Governance, Wealth Management..., Options, Corporate Finance, Auditing, Bank Secrecy Act, Executive Management, Financial Markets, Trading, Strategy, Alternative Investments, Financial Risk, Hedge Funds, FINRA, Derivatives, Fixed Income, Asset Allocation, ETFs, Financial Advisory, Private Equity, Investments, Asset Management
Education
Thunderbird School of Global Management 2008 — 2009
ECGM, Global Management
Universidad Católica Andrés Bello 1983 — 1990
Law
Colegio San Agustin
Windmills Capital Inc July 2012 - Present
International Compliance Solutions, LLC January 2009 - Present
InterBolsa Securities April 2012 - December 2012
SFG May 2007 - December 2008
Wachovia Securities 2001 - 2007
Wachovia 2001 - 2007
Merrill Lynch 1998 - 2000
Merrill Lynch Bank Suisse 1996 - 1998
Merrill Lynch Bank (Suisse) SA Geneva 1996 - 1998
Skills
AML, Compliance, Investment Advisory, Private Banking, Latin America, Supervisory Skills, Financial Institutions, Securities, Due Diligence, Risk Management, Wealth Management, Banking, Series 7, Audit, Brokerage, Cross-border..., Series 63, Series 24, Portfolio Management, Financial Services, Capital Markets, Operational Risk..., Equities, Commercial Banking, Fraud, Emerging Markets, KYC, Investment Banking, Corporate Governance, Wealth Management..., Options, Corporate Finance, Auditing, Bank Secrecy Act, Executive Management, Financial Markets, Trading, Strategy, Alternative Investments, Financial Risk, Hedge Funds, FINRA, Derivatives, Fixed Income, Asset Allocation, ETFs, Financial Advisory, Private Equity, Investments, Asset Management
Education
Thunderbird School of Global Management 2008 — 2009
ECGM, Global Management
Universidad Católica Andrés Bello 1983 — 1990
Law
Colegio San Agustin
Carol Fernandez's Wachovia Securities Experience April 1997 - January 2011
Job Sr Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors. April 1997 - Present
Wells Fargo Advisors, LLC April 1997 - Present
Wachovia Securities April 1997 - January 2011
WSR 1992 - 1995
Rose Auto Stores 1984 - 1992
Skills
Securities, Financial Services, Banking, Budgets, Series 99, Risk Management, Wealth Management, Investments, Portfolio Management, Mutual Funds, Relationship Management, Financial Analysis, Credit, Finance, Management, Process Improvement, Business Analysis
Education
The University of Akron
BSBA Major in Accounting, Business
Wells Fargo Advisors. April 1997 - Present
Wells Fargo Advisors, LLC April 1997 - Present
Wachovia Securities April 1997 - January 2011
WSR 1992 - 1995
Rose Auto Stores 1984 - 1992
Skills
Securities, Financial Services, Banking, Budgets, Series 99, Risk Management, Wealth Management, Investments, Portfolio Management, Mutual Funds, Relationship Management, Financial Analysis, Credit, Finance, Management, Process Improvement, Business Analysis
Education
The University of Akron
BSBA Major in Accounting, Business
Monica Rakes's Wachovia Securities Experience 2002 - 2008
Job Accounting Professional
Industry Accounting
Experience
Wachovia Securities 2002 - 2008
West End Orthopaedic Clinic 1993 - 1997
Education
University of Virginia at Wise 1982 — 1984
BS
United States Air Force Academy 1979 — 1982
Wachovia Securities 2002 - 2008
West End Orthopaedic Clinic 1993 - 1997
Education
University of Virginia at Wise 1982 — 1984
BS
United States Air Force Academy 1979 — 1982
Christopher Damopoulos's Wachovia Securities Experience 2000 - 2002
Job Project Manager
Industry Building Materials
Experience
Sims-Lohman April 2002 - Present
Wachovia Securities 2000 - 2002
Skills
Budgets, Building Materials, Construction, Contract Negotiation, Construction Management, New Business Development, Project Management
Education
The Ohio State University Fisher College of Business 1998 — 2002
BSBA, Finance
Sims-Lohman April 2002 - Present
Wachovia Securities 2000 - 2002
Skills
Budgets, Building Materials, Construction, Contract Negotiation, Construction Management, New Business Development, Project Management
Education
The Ohio State University Fisher College of Business 1998 — 2002
BSBA, Finance
Douglas Habryl's Wachovia Securities Experience 1998 - 2004
Job President, True Arrow Petroleum, LLC
Industry Oil & Energy
Experience
True Arrow Petroleum, LLC 2010 - Present
Texas Precision Land Services September 2006 - January 2011
Michael E. Brennan & Assoc September 2006 - November 2010
Landman Connection 2008 - 2010
HRBFA 2004 - 2006
Wachovia Securities 1998 - 2004
Skills
Energy Industry
Education
The University of Texas at Austin 1979 — 1983
BBA, Petroleum Land Management
True Arrow Petroleum, LLC 2010 - Present
Texas Precision Land Services September 2006 - January 2011
Michael E. Brennan & Assoc September 2006 - November 2010
Landman Connection 2008 - 2010
HRBFA 2004 - 2006
Wachovia Securities 1998 - 2004
Skills
Energy Industry
Education
The University of Texas at Austin 1979 — 1983
BBA, Petroleum Land Management
Taylor Harrington's Wachovia Securities Experience June 2007 - June 2008
Job Associate Director at Babson Capital
Industry Venture Capital & Private Equity
Experience
Babson Capital Management September 2015 - Present
The Boston Consulting Group July 2014 - September 2015
Summit Park July 2010 - July 2012
Bank of America Merrill Lynch July 2008 - July 2010
Wachovia Securities June 2007 - June 2008
Skills
Private Equity, LBO, Due Diligence, Mergers & Acquisitions, Valuation, Investment Banking, Financial Modeling, Corporate Finance, Investments, Financial Analysis, Capital Markets, Bloomberg, Corporate Development, Venture Capital, Business Valuation
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (M.B.A.)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
B.S. Business Administration (cum laude)
Babson Capital Management September 2015 - Present
The Boston Consulting Group July 2014 - September 2015
Summit Park July 2010 - July 2012
Bank of America Merrill Lynch July 2008 - July 2010
Wachovia Securities June 2007 - June 2008
Skills
Private Equity, LBO, Due Diligence, Mergers & Acquisitions, Valuation, Investment Banking, Financial Modeling, Corporate Finance, Investments, Financial Analysis, Capital Markets, Bloomberg, Corporate Development, Venture Capital, Business Valuation
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (M.B.A.)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
B.S. Business Administration (cum laude)
Anderson B. Carothers's Wachovia Securities Experience October 2000 - September 2009
Job Vice President at Bagley Securities
Industry Financial Services
Experience
Bagley Securities March 2012 - Present
Abshire Webb Donnelly & Baker October 2009 - March 2012
Wachovia Securities October 2000 - September 2009
Skills
Series 7, FINRA, Series 63, Took CPA and Texas Bar...
Education
The University of Texas School of Law 1965 — 1969
JD, Law
Washington & Lee University 1960 — 1965
Bachelor of Science (BS), Economics
Bagley Securities March 2012 - Present
Abshire Webb Donnelly & Baker October 2009 - March 2012
Wachovia Securities October 2000 - September 2009
Skills
Series 7, FINRA, Series 63, Took CPA and Texas Bar...
Education
The University of Texas School of Law 1965 — 1969
JD, Law
Washington & Lee University 1960 — 1965
Bachelor of Science (BS), Economics
Cindy Staples, MBA, PMP's Wachovia Securities Experience October 1994 - October 1996
Job AVP, Program Manager, LPL Financial
Industry Financial Services
Experience
LPL Financial May 2012 - Present
LPL Financial Corporation October 2007 - March 2009
The Corky McMillin Companies March 2006 - June 2007
Science Applications International Corporation (SAIC) September 1998 - March 2006
PacifiCorp December 1996 - July 1998
Wachovia Securities October 1994 - October 1996
Public Financial Management July 1993 - October 1994
Skills
Program Management, Project Management, Cross-functional Team..., PMO, PMP, Risk Management, Change Management, Business Process..., Strategy, Leadership, Technology Delivery, Problem Solving, Process Improvement
Education
The University of Memphis
Master of Business Administration (M.B.A.)
The University of Memphis
Bachelor's Degree, Philosophy
LPL Financial May 2012 - Present
LPL Financial Corporation October 2007 - March 2009
The Corky McMillin Companies March 2006 - June 2007
Science Applications International Corporation (SAIC) September 1998 - March 2006
PacifiCorp December 1996 - July 1998
Wachovia Securities October 1994 - October 1996
Public Financial Management July 1993 - October 1994
Skills
Program Management, Project Management, Cross-functional Team..., PMO, PMP, Risk Management, Change Management, Business Process..., Strategy, Leadership, Technology Delivery, Problem Solving, Process Improvement
Education
The University of Memphis
Master of Business Administration (M.B.A.)
The University of Memphis
Bachelor's Degree, Philosophy
Scott Widener's Wachovia Securities Experience December 2005 - March 2008
Job Marketing Consultant at The O.N. Equity Sales Company
Industry Banking
Experience
The O.N. Equity Sales Company April 2014 - Present
HILLARD LYONS April 2008 - May 2012
WACHOVIA SECURITIES December 2005 - March 2008
PNC BROKERAGE/HILLIARD LYONS December 1998 - December 2005
STAR BANK January 1998 - December 1998
Fidelity Investments September 1995 - August 1997
United States Marine Corps August 1987 - June 1992
Skills
Investments, Asset Allocation, Securities, Finance, Economics, Sales Operations, Investment Strategies, Competitive Analysis, Trading, Financial Advisory, Management, Options, Bonds, Sales
Education
Thomas More College 2000 — 2003
BBA, Business Administration and Management, General
The O.N. Equity Sales Company April 2014 - Present
HILLARD LYONS April 2008 - May 2012
WACHOVIA SECURITIES December 2005 - March 2008
PNC BROKERAGE/HILLIARD LYONS December 1998 - December 2005
STAR BANK January 1998 - December 1998
Fidelity Investments September 1995 - August 1997
United States Marine Corps August 1987 - June 1992
Skills
Investments, Asset Allocation, Securities, Finance, Economics, Sales Operations, Investment Strategies, Competitive Analysis, Trading, Financial Advisory, Management, Options, Bonds, Sales
Education
Thomas More College 2000 — 2003
BBA, Business Administration and Management, General
Jocelin Kannadan's Wachovia Securities Experience July 2002 - April 2006
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments October 2011 - February 2014
Raymond James Financial Inc. April 2006 - April 2010
Wachovia Securities July 2002 - April 2006
Education
The University of Texas at Austin - Red McCombs School of Business 1997 — 2001
Bachelors of Business Administration, Finance
Fidelity Investments October 2011 - February 2014
Raymond James Financial Inc. April 2006 - April 2010
Wachovia Securities July 2002 - April 2006
Education
The University of Texas at Austin - Red McCombs School of Business 1997 — 2001
Bachelors of Business Administration, Finance
Robert Feirson, CPA's Wachovia Securities Experience 2005 - 2007
Job Assistant Vice President at Merrill Edge
Industry Financial Services
Experience
Merrill Edge July 2014 - Present
XML Financial Group July 2012 - April 2014
Strategic Financial Associates July 2007 - June 2012
Wachovia Securities 2005 - 2007
Morgan Stanley Smith Barney 1994 - 2004
GTE Spacenet 1987 - 1994
Pepco Holdings, Inc. 1984 - 1987
Becker Sarran & Kessler, CPAs 1978 - 1984
Skills
Investments, Strategic Financial..., Personal Financial..., Mutual Funds, New Business Development, Asset Management, Strategy, Risk Management, Insurance, General Securities..., Investment Advisor..., Business Succession..., Investment Portfolio..., Asset Allocation, Portfolio Management, Investment Strategies, Series 63, Series 7, Investment Advisory, Finance, Alternative Investments, Financial Services, Financial Analysis
Education
University of Arizona, Eller College of Management 1972 — 1977
BSBA, Accounting
Merrill Edge July 2014 - Present
XML Financial Group July 2012 - April 2014
Strategic Financial Associates July 2007 - June 2012
Wachovia Securities 2005 - 2007
Morgan Stanley Smith Barney 1994 - 2004
GTE Spacenet 1987 - 1994
Pepco Holdings, Inc. 1984 - 1987
Becker Sarran & Kessler, CPAs 1978 - 1984
Skills
Investments, Strategic Financial..., Personal Financial..., Mutual Funds, New Business Development, Asset Management, Strategy, Risk Management, Insurance, General Securities..., Investment Advisor..., Business Succession..., Investment Portfolio..., Asset Allocation, Portfolio Management, Investment Strategies, Series 63, Series 7, Investment Advisory, Finance, Alternative Investments, Financial Services, Financial Analysis
Education
University of Arizona, Eller College of Management 1972 — 1977
BSBA, Accounting
Carrie Price's Wachovia Securities Experience May 2001 - December 2003
Job Clinical Informationist at Johns Hopkins School of Medicine
Industry Higher Education
Experience
Johns Hopkins School of Medicine April 2012 - Present
Johns Hopkins University August 2008 - April 2012
Baltimore Museum of Art June 2011 - August 2011
The Peabody Institute of Johns Hopkins University June 2011 - July 2011
The Maryland SPCA August 2006 - August 2008
Friends School of Baltimore December 2003 - August 2006
Friends School September 2004 - May 2006
Wachovia Securities May 2001 - December 2003
HealthSouth 1998 - 2001
Skills
PubMed, Embase, Web of Science, Scopus, SportDISCUS, CINAHL, The Cochrane Library, Library Science, Editing, PsycINFO, Fundraising, Adobe Creative Suite, Microsoft Office, QuarkXPress, HTML, XML, PHP, CSS, Blogging, Dialog, Raiser's Edge..., Sage Fundraising 50, Blackboard, Arachnophilia, THOMAS Legislative..., Dialog Programs, Libraries, Information Literacy, Higher Education, Customer Service, Systematic Reviews, Library Instruction, Research, Teaching
Education
University of Maryland College Park 2008 — 2010
Master of Library Science
Towson University 1996 — 2001
Bachelor of Science, Music
Johns Hopkins School of Medicine April 2012 - Present
Johns Hopkins University August 2008 - April 2012
Baltimore Museum of Art June 2011 - August 2011
The Peabody Institute of Johns Hopkins University June 2011 - July 2011
The Maryland SPCA August 2006 - August 2008
Friends School of Baltimore December 2003 - August 2006
Friends School September 2004 - May 2006
Wachovia Securities May 2001 - December 2003
HealthSouth 1998 - 2001
Skills
PubMed, Embase, Web of Science, Scopus, SportDISCUS, CINAHL, The Cochrane Library, Library Science, Editing, PsycINFO, Fundraising, Adobe Creative Suite, Microsoft Office, QuarkXPress, HTML, XML, PHP, CSS, Blogging, Dialog, Raiser's Edge..., Sage Fundraising 50, Blackboard, Arachnophilia, THOMAS Legislative..., Dialog Programs, Libraries, Information Literacy, Higher Education, Customer Service, Systematic Reviews, Library Instruction, Research, Teaching
Education
University of Maryland College Park 2008 — 2010
Master of Library Science
Towson University 1996 — 2001
Bachelor of Science, Music
Maria Szabo's Wachovia Securities Experience July 2005 - July 2006
Job Client Services Administrator at GTIS Partners
Industry Financial Services
Experience
GTIS Partners December 2011 - Present
The Olayan Group June 2009 - April 2011
Olayan America Delaware, LLC June 2009 - April 2011
various companies September 2008 - May 2009
Paduano & Weintraub July 2006 - September 2008
Wachovia Securities July 2005 - July 2006
Bear, Stearns & Co., Inc July 2001 - July 2005
Prudential Securities January 2000 - July 2001
CIBC World Markets July 1999 - January 2000
Lowenbaum Financial Research July 1998 - December 1998
Skills
Program Management, Marketing, Expense Reports, Equities, Event Management, Bloomberg, Trading, Banking, Accounting, Sales, CRM
Education
Trinity University
Bachelor of Arts
GTIS Partners December 2011 - Present
The Olayan Group June 2009 - April 2011
Olayan America Delaware, LLC June 2009 - April 2011
various companies September 2008 - May 2009
Paduano & Weintraub July 2006 - September 2008
Wachovia Securities July 2005 - July 2006
Bear, Stearns & Co., Inc July 2001 - July 2005
Prudential Securities January 2000 - July 2001
CIBC World Markets July 1999 - January 2000
Lowenbaum Financial Research July 1998 - December 1998
Skills
Program Management, Marketing, Expense Reports, Equities, Event Management, Bloomberg, Trading, Banking, Accounting, Sales, CRM
Education
Trinity University
Bachelor of Arts
Anne Faber's Wachovia Securities Experience June 2003 - June 2005
Job OVP, Corporate Strategy & M&A at HSN
Industry Retail
Experience
HSN January 2014 - Present
HSN September 2010 - December 2013
Harbert Management Corporation June 2005 - June 2008
Wachovia Securities June 2003 - June 2005
Skills
Mergers & Acquisitions, Private Equity, Business Strategy, Management, Financial Modeling, Financial Analysis, Leadership, Due Diligence, Corporate Finance, Valuation
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2010
Washington and Lee University 1999 — 2003
HSN January 2014 - Present
HSN September 2010 - December 2013
Harbert Management Corporation June 2005 - June 2008
Wachovia Securities June 2003 - June 2005
Skills
Mergers & Acquisitions, Private Equity, Business Strategy, Management, Financial Modeling, Financial Analysis, Leadership, Due Diligence, Corporate Finance, Valuation
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2010
Washington and Lee University 1999 — 2003
David Koren's Wachovia Securities Experience August 2005 - September 2007
Job VP Corporate Development & Strategy at Lone Star Steakhouse / Texas Land & Cattle
Industry Investment Banking
Experience
Lone Star Steakhouse / Texas Land & Cattle September 2013 - Present
AG Supermarket Holdings (Kings & Balducci's) April 2013 - August 2013
Jefferies & Company September 2007 - April 2013
Wachovia Securities August 2005 - September 2007
Lightyear Capital January 2001 - April 2003
PaineWebber July 1999 - January 2001
Skills
Investment Banking, Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Equities, Mergers, Capital Markets, Derivatives, Microsoft Excel, Fixed Income, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
Master of Business Administration (MBA)
The University of Georgia 1995 — 1999
Bachelor of Business Administration (BBA), Finance
Lone Star Steakhouse / Texas Land & Cattle September 2013 - Present
AG Supermarket Holdings (Kings & Balducci's) April 2013 - August 2013
Jefferies & Company September 2007 - April 2013
Wachovia Securities August 2005 - September 2007
Lightyear Capital January 2001 - April 2003
PaineWebber July 1999 - January 2001
Skills
Investment Banking, Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Equities, Mergers, Capital Markets, Derivatives, Microsoft Excel, Fixed Income, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
Master of Business Administration (MBA)
The University of Georgia 1995 — 1999
Bachelor of Business Administration (BBA), Finance
Patricia Rosen's Wachovia Securities Experience May 2007 - Present
Job Broker, Personal Portfolio
Industry Banking
Buddie Balllard's Wachovia Securities Experience November 1998 - September 2002
Job Principal at Alpha Capital Management
Industry Investment Management
Experience
Alpha Capital Management September 2002 - Present
Wachovia Securities November 1998 - September 2002
Education
The University of Texas at Austin 1995 — 1997
Master of Business Administration (MBA), Business Administration and Management, General
The University of Texas at Austin 1982 — 1986
Bachelor of Arts (BA), Economics
Alpha Capital Management September 2002 - Present
Wachovia Securities November 1998 - September 2002
Education
The University of Texas at Austin 1995 — 1997
Master of Business Administration (MBA), Business Administration and Management, General
The University of Texas at Austin 1982 — 1986
Bachelor of Arts (BA), Economics
Jeffrey Merchant's Wachovia Securities Experience June 2003 - August 2005
Job Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets December 2014 - Present
BMO Capital Markets April 2007 - December 2014
BMO Capital Markets August 2005 - April 2007
Wachovia Securities June 2003 - August 2005
Skills
Capital Markets, Financial Modeling
Education
The University of Chicago Booth School of Business 2007 — 2010
Master of Business Administration (M.B.A.), Accounting and Finance
University of Michigan 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
BMO Capital Markets December 2014 - Present
BMO Capital Markets April 2007 - December 2014
BMO Capital Markets August 2005 - April 2007
Wachovia Securities June 2003 - August 2005
Skills
Capital Markets, Financial Modeling
Education
The University of Chicago Booth School of Business 2007 — 2010
Master of Business Administration (M.B.A.), Accounting and Finance
University of Michigan 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Merrill Lynch
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank