Wachovia Securities
Industry: Banking company
DescriptionWachovia Securities was the trade name of Wachovia's retail brokerage and institutional capital markets and investment banking subsidiaries. Headquarters: St. Louis, Missouri, United States Founded: 2001 Ceased operations: 2009 Parent organizations: Wells Fargo, Wachovia Successors: Wells Fargo Advisors, Wells Fargo
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Wachovia Securities Employees
Employee
Years
Job
Industry
Nana Boadu Nana Boadu's Wachovia Securities Experience June 2007 - June 2008
Job Regional Supervisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2015 - Present
Wells Fargo Advisors April 2014 - June 2015
Wells Fargo Advisors August 2009 - March 2014
Wells Fargo Advisors May 2008 - August 2009
Wachovia Securities June 2007 - June 2008
Wachovia Bank October 2005 - June 2007
Georgian Bank March 2004 - June 2005
H&R Block December 2004 - April 2005
Wachovia Bank September 2001 - March 2004
Ghana National Service Secretariat September 1992 - September 1993
Skills
Due Diligence, Anti Money Laundering, Risk Assessment, Dispute Resolution, Investments, Analysis, Compliance, Compliance Operations, Rules & Regulations, Enhanced Due Diligence, Dispute Settlement, Analytical Reasoning, Problem Solving, Negotiation, Relationship Building, Process Improvement, Consensus Building, Leadership, AML, Securities, Risk Management, Management, Finance, Financial Risk
Education
Ghana School of Law 1998 — 2000
Bachelor of Laws (LL.B.), Law
University of Ghana 1993 — 1997
Bachelor of Laws (LL.B.), Law
Achimota School 1985 — 1992
Wells Fargo Advisors June 2015 - Present
Wells Fargo Advisors April 2014 - June 2015
Wells Fargo Advisors August 2009 - March 2014
Wells Fargo Advisors May 2008 - August 2009
Wachovia Securities June 2007 - June 2008
Wachovia Bank October 2005 - June 2007
Georgian Bank March 2004 - June 2005
H&R Block December 2004 - April 2005
Wachovia Bank September 2001 - March 2004
Ghana National Service Secretariat September 1992 - September 1993
Skills
Due Diligence, Anti Money Laundering, Risk Assessment, Dispute Resolution, Investments, Analysis, Compliance, Compliance Operations, Rules & Regulations, Enhanced Due Diligence, Dispute Settlement, Analytical Reasoning, Problem Solving, Negotiation, Relationship Building, Process Improvement, Consensus Building, Leadership, AML, Securities, Risk Management, Management, Finance, Financial Risk
Education
Ghana School of Law 1998 — 2000
Bachelor of Laws (LL.B.), Law
University of Ghana 1993 — 1997
Bachelor of Laws (LL.B.), Law
Achimota School 1985 — 1992
Cameron Beattie's Wachovia Securities Experience June 2008 - September 2008
Job Senior Consultant at Kalypso
Industry Management Consulting
Experience
Kalypso January 2012 - Present
Riverfront Choice Tickets October 2009 - December 2011
Wachovia Securities June 2008 - September 2008
Skills
Product Development, Product Management, Project Portfolio..., Product Lifecycle..., Process Improvement, Business Strategy, Innovation Management, Portfolio Management, Market Analysis, Market Research, Data Analysis, Inventory Management, Customer Relations, Team Building, Product Innovation, Product Marketing, PPM Technology, Customer Service
Education
University of Cincinnati 2005 — 2009
Bachelors, Finance and International Business
Kalypso January 2012 - Present
Riverfront Choice Tickets October 2009 - December 2011
Wachovia Securities June 2008 - September 2008
Skills
Product Development, Product Management, Project Portfolio..., Product Lifecycle..., Process Improvement, Business Strategy, Innovation Management, Portfolio Management, Market Analysis, Market Research, Data Analysis, Inventory Management, Customer Relations, Team Building, Product Innovation, Product Marketing, PPM Technology, Customer Service
Education
University of Cincinnati 2005 — 2009
Bachelors, Finance and International Business
Kevin Russ, CFP®'s Wachovia Securities Experience February 2006 - March 2008
Job Advanced Markets Consultant at MetLife
Industry Financial Services
Experience
MetLife July 2015 - Present
MetLife July 2013 - Present
Wells Fargo March 2008 - December 2012
Wachovia Securities February 2006 - March 2008
Wachovia Bank March 2004 - January 2006
First Genesis Group/MetLife Financial Services January 2003 - February 2004
American Express Financial Advisors March 1999 - January 2003
Cintas Corporation January 1998 - January 1999
US Air Force, Maxwell AFB AL January 1996 - December 1997
US Air Force, Maxwell AFB AL February 1994 - January 1996
Skills
•Certified Financial..., Series 7, Series 66, Life & Health Insurance..., Uniform Combined State..., Strategic Financial..., Series 63, Retirement Planning, Retirement, Mutual Funds, Fixed Annuities, Investments, Financial Services, Financial Advisory
Education
University of Central Florida 1989 — 1994
BS
University of Central Florida 1989 — 1993
Bachelor of Science (B.S.), Liberal Arts and Sciences/Liberal Studies
MetLife July 2015 - Present
MetLife July 2013 - Present
Wells Fargo March 2008 - December 2012
Wachovia Securities February 2006 - March 2008
Wachovia Bank March 2004 - January 2006
First Genesis Group/MetLife Financial Services January 2003 - February 2004
American Express Financial Advisors March 1999 - January 2003
Cintas Corporation January 1998 - January 1999
US Air Force, Maxwell AFB AL January 1996 - December 1997
US Air Force, Maxwell AFB AL February 1994 - January 1996
Skills
•Certified Financial..., Series 7, Series 66, Life & Health Insurance..., Uniform Combined State..., Strategic Financial..., Series 63, Retirement Planning, Retirement, Mutual Funds, Fixed Annuities, Investments, Financial Services, Financial Advisory
Education
University of Central Florida 1989 — 1994
BS
University of Central Florida 1989 — 1993
Bachelor of Science (B.S.), Liberal Arts and Sciences/Liberal Studies
IVANA CVEJIC IVANA CVEJIC's Wachovia Securities Experience January 2005 - February 2007
Job CoFounder, Head of Sales and Marketing at RenHead Inc
Industry Human Resources
Experience
Renhead Technology 2013 - Present
Paul Andrews International June 2011 - Present
Morgan Stanley November 2009 - June 2011
Morgan Stanley March 2007 - January 2010
Morgan Stanley March 2007 - January 2010
Morgan Stanley 2008 - 2009
Wachovia Securities January 2005 - February 2007
Paul Andrews International 1999 - 2005
Russell Stephens 1999 - 2003
Russell Stephens 1999 - 2003
Skills
Investment Banking, Credit, Capital Markets, Wealth Management, Succession Planning, Recruiting, Fixed Income, Equities, Sales Management, Project Management, Asset Management, Asset Managment, Banking, Employee Benefits, Executive Search, Finance, Financial Services, Financial Modeling, Hedge Funds, Human Resources, Investments, Mergers, Portfolio Management, Private Banking, Relationship Management, Retail Banking, Team Building, Mergers & Acquisitions
Education
University of California, Riverside 1996 — 1998
B.A., English Literature
ESHS
Renhead Technology 2013 - Present
Paul Andrews International June 2011 - Present
Morgan Stanley November 2009 - June 2011
Morgan Stanley March 2007 - January 2010
Morgan Stanley March 2007 - January 2010
Morgan Stanley 2008 - 2009
Wachovia Securities January 2005 - February 2007
Paul Andrews International 1999 - 2005
Russell Stephens 1999 - 2003
Russell Stephens 1999 - 2003
Skills
Investment Banking, Credit, Capital Markets, Wealth Management, Succession Planning, Recruiting, Fixed Income, Equities, Sales Management, Project Management, Asset Management, Asset Managment, Banking, Employee Benefits, Executive Search, Finance, Financial Services, Financial Modeling, Hedge Funds, Human Resources, Investments, Mergers, Portfolio Management, Private Banking, Relationship Management, Retail Banking, Team Building, Mergers & Acquisitions
Education
University of California, Riverside 1996 — 1998
B.A., English Literature
ESHS
Sarah Cleveland Sarah Cleveland's Wachovia Securities Experience April 1999 - September 2002
Job Shifting the focus of what is considered smart institutional investing.
Industry Financial Services
Experience
Sarah Cleveland Consulting August 2011 - Present
Towers Watson Investment Services, Inc. January 2009 - April 2011
Rogerscasey, Inc. September 2002 - December 2008
Wachovia Securities April 1999 - September 2002
Arnerich Massena, Inc January 1994 - March 1999
Oregon Public Utility Commission March 1991 - January 1994
University of the South Pacific October 1989 - December 1990
Skills
Investments, Investment Strategies, Pensions, Endowments, Due Diligence, Institutional..., Strategy, Investment Management, Investor Relations, Nonprofits, Economics, Hedge Funds, Retirement Planning, Retirement, Portfolio Management, Fixed Income, Alternative Investments, Financial Services, Asset Allocation
Education
RFK Compass Program for Sustainable Investing
Sustainable Investing
University of Massachusetts, Amherst 1984 — 1989
MS, Agricultural & Resource Economics
University of Massachusetts, Amherst 1981 — 1984
BS, Agricultural & Resource Economics
Milton Academy 1965 — 1973
Diploma, General Studies
School Year Abroad, Barcelona, Spain 1971 — 1972
Spanish, Junior in High School
Sarah Cleveland Consulting August 2011 - Present
Towers Watson Investment Services, Inc. January 2009 - April 2011
Rogerscasey, Inc. September 2002 - December 2008
Wachovia Securities April 1999 - September 2002
Arnerich Massena, Inc January 1994 - March 1999
Oregon Public Utility Commission March 1991 - January 1994
University of the South Pacific October 1989 - December 1990
Skills
Investments, Investment Strategies, Pensions, Endowments, Due Diligence, Institutional..., Strategy, Investment Management, Investor Relations, Nonprofits, Economics, Hedge Funds, Retirement Planning, Retirement, Portfolio Management, Fixed Income, Alternative Investments, Financial Services, Asset Allocation
Education
RFK Compass Program for Sustainable Investing
Sustainable Investing
University of Massachusetts, Amherst 1984 — 1989
MS, Agricultural & Resource Economics
University of Massachusetts, Amherst 1981 — 1984
BS, Agricultural & Resource Economics
Milton Academy 1965 — 1973
Diploma, General Studies
School Year Abroad, Barcelona, Spain 1971 — 1972
Spanish, Junior in High School
Douglas DeRosa Douglas DeRosa's Wachovia Securities Experience December 2001 - December 2002
Job CoFounder, Palm Beach Hedge Fund Association
Industry Financial Services
Experience
Independent Contractor January 2012 - Present
ProTrade Securities, LLC April 2009 - December 2012
SunTrust Private Wealth January 2006 - October 2008
Wachovia Bank January 2003 - December 2005
Wachovia Securities December 2001 - December 2002
Electronic Trading Group January 1999 - January 2001
H & R Block Financial January 1994 - January 1998
Skills
Equities, Series 7, Series 55, Series 63, Series 66, Florida Life, CFP Candidate, Trading, Fixed Income, Banking, Mutual Funds, Investment Management, Investment Banking, Uniform Combined State..., FINRA, Investments, Finance, Financial Risk, Hedge Funds
Education
University of Delaware
Independent Contractor January 2012 - Present
ProTrade Securities, LLC April 2009 - December 2012
SunTrust Private Wealth January 2006 - October 2008
Wachovia Bank January 2003 - December 2005
Wachovia Securities December 2001 - December 2002
Electronic Trading Group January 1999 - January 2001
H & R Block Financial January 1994 - January 1998
Skills
Equities, Series 7, Series 55, Series 63, Series 66, Florida Life, CFP Candidate, Trading, Fixed Income, Banking, Mutual Funds, Investment Management, Investment Banking, Uniform Combined State..., FINRA, Investments, Finance, Financial Risk, Hedge Funds
Education
University of Delaware
Leslye Norsworthy Leslye Norsworthy's Wachovia Securities Experience 2000 - 2008
Job Independent User Experience Consultant
Industry Information Technology and Services
Experience
Independent User Experience Consultant 2011 - Present
Brown Shoe Company July 2008 - July 2009
Wachovia Securities 2000 - 2008
A.G. Edwards 2000 - 2008
Skills
Contextual Inquiry, Data Analysis, Heuristic Evaluation, Information Architecture, Interaction Design, Leadership, Management, Online Marketing, Software Development, Usability, Usability Testing, User-centered Design, Web Development
Education
University of Maryland College Park
BS, Psychology
Independent User Experience Consultant 2011 - Present
Brown Shoe Company July 2008 - July 2009
Wachovia Securities 2000 - 2008
A.G. Edwards 2000 - 2008
Skills
Contextual Inquiry, Data Analysis, Heuristic Evaluation, Information Architecture, Interaction Design, Leadership, Management, Online Marketing, Software Development, Usability, Usability Testing, User-centered Design, Web Development
Education
University of Maryland College Park
BS, Psychology
Anna Tolentino, Ph.D. Anna Tolentino, Ph.D.'s Wachovia Securities Experience July 2002 - January 2003
Job Lead Associate at Booz Allen Hamilton
Industry Management Consulting
Experience
Booz Allen Hamilton September 2014 - Present
CEB January 2013 - August 2014
Booz Allen Hamilton June 2008 - January 2013
Censeo Corporation February 2007 - June 2008
Personnel Decisions Research Institutes - a PreVisor Company February 2006 - January 2007
Contract Work Experience May 2001 - April 2006
Verizon Wireless May 2005 - August 2005
Wachovia Securities July 2002 - January 2003
Skills
Job Analysis, Test Validation, Talent Management, Organizational..., Employee Engagement, Performance Management, Leadership Development, Organizational..., Succession Planning, Psychology, Organizational Behavior, Survey Design, SPSS, Workforce Planning, Data Analysis, Executive Coaching, Program Evaluation, Proposal Writing, Analysis, 360 Feedback, Survey Research, Human Capital, Training, Management Consulting, Organizational Design, Career Development, Change Management, Program Management, Leadership, Strategy
Education
University of South Florida 2003 — 2009
Ph.D., Industrial-Organizational Psychology
University of North Carolina at Charlotte 2000 — 2002
Master of Arts (M.A.), Industrial and Organizational Psychology
University of Florida 1995 — 1999
Bachelor's, Psychology
Booz Allen Hamilton September 2014 - Present
CEB January 2013 - August 2014
Booz Allen Hamilton June 2008 - January 2013
Censeo Corporation February 2007 - June 2008
Personnel Decisions Research Institutes - a PreVisor Company February 2006 - January 2007
Contract Work Experience May 2001 - April 2006
Verizon Wireless May 2005 - August 2005
Wachovia Securities July 2002 - January 2003
Skills
Job Analysis, Test Validation, Talent Management, Organizational..., Employee Engagement, Performance Management, Leadership Development, Organizational..., Succession Planning, Psychology, Organizational Behavior, Survey Design, SPSS, Workforce Planning, Data Analysis, Executive Coaching, Program Evaluation, Proposal Writing, Analysis, 360 Feedback, Survey Research, Human Capital, Training, Management Consulting, Organizational Design, Career Development, Change Management, Program Management, Leadership, Strategy
Education
University of South Florida 2003 — 2009
Ph.D., Industrial-Organizational Psychology
University of North Carolina at Charlotte 2000 — 2002
Master of Arts (M.A.), Industrial and Organizational Psychology
University of Florida 1995 — 1999
Bachelor's, Psychology
Charlie Edmondson Charlie Edmondson's Wachovia Securities Experience July 2007 - July 2009
Job Chief Financial Officer at Kian Capital Partners, LLC
Industry Venture Capital & Private Equity
Experience
Kian Capital Partners, LLC July 2011 - Present
Columbus Nova Credit Investment Group September 2009 - April 2010
Wachovia Securities July 2007 - July 2009
Wachovia Securities February 2006 - July 2007
Wachovia Securities July 1996 - February 2006
Wachovia Bank July 1996 - February 2001
J.P. Morgan February 1992 - May 1996
Skills
Infrastructure, Business Process..., Management, Finance, Investments, Investment Banking, Asset Management, Banking, Equities, Capital Markets, Financial Analysis
Education
University of Delaware 1987 — 1991
BSBA, Business Finance and Administration
Winston Churchill High School, Class of 1987 1985 — 1987
Kian Capital Partners, LLC July 2011 - Present
Columbus Nova Credit Investment Group September 2009 - April 2010
Wachovia Securities July 2007 - July 2009
Wachovia Securities February 2006 - July 2007
Wachovia Securities July 1996 - February 2006
Wachovia Bank July 1996 - February 2001
J.P. Morgan February 1992 - May 1996
Skills
Infrastructure, Business Process..., Management, Finance, Investments, Investment Banking, Asset Management, Banking, Equities, Capital Markets, Financial Analysis
Education
University of Delaware 1987 — 1991
BSBA, Business Finance and Administration
Winston Churchill High School, Class of 1987 1985 — 1987
Phil Kirshman, CFA, CFP® Phil Kirshman, CFA, CFP®'s Wachovia Securities Experience March 1996 - January 2004
Job Chief Investment Officer, Cornerstone Capital Group
Industry Financial Services
Experience
Cornerstone Capital Inc. February 2014 - Present
UBS Institutional Consulting July 2008 - February 2014
Progressive Asset Management February 2004 - July 2008
Wachovia Securities March 1996 - January 2004
Smith Barney November 1992 - February 1996
Education
University of California, Santa Cruz 1983 — 1986
BA, Philosophy, Legal Studies
The Taft School 1976 — 1981
HS
Cornerstone Capital Inc. February 2014 - Present
UBS Institutional Consulting July 2008 - February 2014
Progressive Asset Management February 2004 - July 2008
Wachovia Securities March 1996 - January 2004
Smith Barney November 1992 - February 1996
Education
University of California, Santa Cruz 1983 — 1986
BA, Philosophy, Legal Studies
The Taft School 1976 — 1981
HS
Kavita Sahai's Wachovia Securities Experience June 2002 - June 2004
Job CEO at Makers Crate
Industry E-Learning
Experience
Makers Crate December 2014 - Present
Lynn University 2010 - Present
BIGplans 2010 - June 2014
BackOps March 2013 - January 2014
Sun Capital Partners 2008 - 2009
TA Associates June 2004 - June 2006
Wachovia Securities June 2002 - June 2004
Skills
Mergers, Investments, Entrepreneurship, Venture Capital, Business Planning, Leadership, Private Equity, Management, Financial Modeling, Due Diligence, Valuation, Start-ups, Analysis, Finance, Corporate Development, New Business Development, Mergers & Acquisitions, Strategy, LBO, Marketing, Financial Analysis, Corporate Finance, Competitive Analysis, Investment Banking
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2008
MBA
University of Florida 1998 — 2001
BS, Finance, Summa Cum Laude
University of Florida 1998 — 2001
Bachelor of Science (BS), Finance, General
Makers Crate December 2014 - Present
Lynn University 2010 - Present
BIGplans 2010 - June 2014
BackOps March 2013 - January 2014
Sun Capital Partners 2008 - 2009
TA Associates June 2004 - June 2006
Wachovia Securities June 2002 - June 2004
Skills
Mergers, Investments, Entrepreneurship, Venture Capital, Business Planning, Leadership, Private Equity, Management, Financial Modeling, Due Diligence, Valuation, Start-ups, Analysis, Finance, Corporate Development, New Business Development, Mergers & Acquisitions, Strategy, LBO, Marketing, Financial Analysis, Corporate Finance, Competitive Analysis, Investment Banking
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2008
MBA
University of Florida 1998 — 2001
BS, Finance, Summa Cum Laude
University of Florida 1998 — 2001
Bachelor of Science (BS), Finance, General
Donald Burrows, III Donald Burrows, III's Wachovia Securities Experience May 2008 - August 2008
Job Security Intelligence Analyst at American National Insurance Company
Industry Insurance
Experience
American National August 2015 - Present
Mathnasium - The Math Learning Center May 2014 - Present
American National June 2015 - August 2015
Wachovia Securities May 2008 - August 2008
Skills
Actuarial Science, Mathematics, Mathematical Modeling, Matlab, Microsoft Excel, Calculus, Risk Management, Probability, Financial Analysis, Life Insurance, Data Analysis, Statistics, Microsoft Word, Linear Algebra, Analytical Skills, Microsoft Office, Differential Equations, Technical Writing, Financial Risk, Critical Thinking, Mathematica, Teaching, Statistical Modeling, Programming
Education
University of Houston-Clear Lake 2013 — 2015
Bachelor of Science (B.S.), Mathematics With a Focus on the Actuarial Sciences
University of Houston 2009 — 2013
Biomedical Engineering
American National August 2015 - Present
Mathnasium - The Math Learning Center May 2014 - Present
American National June 2015 - August 2015
Wachovia Securities May 2008 - August 2008
Skills
Actuarial Science, Mathematics, Mathematical Modeling, Matlab, Microsoft Excel, Calculus, Risk Management, Probability, Financial Analysis, Life Insurance, Data Analysis, Statistics, Microsoft Word, Linear Algebra, Analytical Skills, Microsoft Office, Differential Equations, Technical Writing, Financial Risk, Critical Thinking, Mathematica, Teaching, Statistical Modeling, Programming
Education
University of Houston-Clear Lake 2013 — 2015
Bachelor of Science (B.S.), Mathematics With a Focus on the Actuarial Sciences
University of Houston 2009 — 2013
Biomedical Engineering
Shawn Sandoval Shawn Sandoval's Wachovia Securities Experience 2002 - 2005
Job Director of Business Development & Financial Planning at Cooper McManus
Industry Financial Services
Experience
Cooper McManus 2005 - Present
Wachovia_Securities 2002 - 2005
Prudential Securities / Prudential Life 2000 - 2002
American Express Financial Advisors 1998 - 2000
City of Irvine 1990 - 1998
Skills
Retirement Planning, Wealth Management, Estate Planning, Financial Planning, Recruiting, Marketing, Strategic Planning
Education
University of California, Irvine 1985 — 1990
Bachelor's degree, Social Ecology/Environmental Planning
Cooper McManus 2005 - Present
Wachovia_Securities 2002 - 2005
Prudential Securities / Prudential Life 2000 - 2002
American Express Financial Advisors 1998 - 2000
City of Irvine 1990 - 1998
Skills
Retirement Planning, Wealth Management, Estate Planning, Financial Planning, Recruiting, Marketing, Strategic Planning
Education
University of California, Irvine 1985 — 1990
Bachelor's degree, Social Ecology/Environmental Planning
Lara Stiltner Lara Stiltner's Wachovia Securities Experience January 1997 - January 2000
Job Key Supervisor at P.F. Chang's China Bistro
Industry Consumer Goods
Experience
L.L.Bean July 2015 - Present
P.F. Chang's China Bistro June 2013 - Present
ENCHANTED CARE LEARNING CENTER January 2011 - June 2013
STONYBROOK EARLY LEARNING CENTER January 2008 - January 2011
PRIVATE IN-HOME DAYCARE January 2001 - January 2008
SHOE SHOW, INC January 2000 - January 2001
WACHOVIA SECURITIES January 1997 - January 2000
WITS END, INC. dba THE BODY SHOP January 1995 - January 1997
Skills
Time Management, Management, High Level Of Accuracy, Fast-paced, Data Analysis, Retail Sales, allocation, Product Marketing, Certified Trainer, Event Planning, Leadership, Microsoft Word, Microsoft Office, Nonprofits, Customer Service, Teaching, Microsoft Excel, Sales, Team Building, Public Speaking, Training
Education
University of Cincinnati College of Business 1990 — 1995
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
L.L.Bean July 2015 - Present
P.F. Chang's China Bistro June 2013 - Present
ENCHANTED CARE LEARNING CENTER January 2011 - June 2013
STONYBROOK EARLY LEARNING CENTER January 2008 - January 2011
PRIVATE IN-HOME DAYCARE January 2001 - January 2008
SHOE SHOW, INC January 2000 - January 2001
WACHOVIA SECURITIES January 1997 - January 2000
WITS END, INC. dba THE BODY SHOP January 1995 - January 1997
Skills
Time Management, Management, High Level Of Accuracy, Fast-paced, Data Analysis, Retail Sales, allocation, Product Marketing, Certified Trainer, Event Planning, Leadership, Microsoft Word, Microsoft Office, Nonprofits, Customer Service, Teaching, Microsoft Excel, Sales, Team Building, Public Speaking, Training
Education
University of Cincinnati College of Business 1990 — 1995
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
BOBBIE WILEY, MBA BOBBIE WILEY, MBA's Wachovia Securities Experience 2000 - 2002
Job Data Analyst / Finance / Banking Professional
Industry Financial Services
Experience
LPL Finanical December 2009 - September 2014
Bank of America 2003 - 2007
Bank of America 2003 - 2007
Wachovia Securities 2000 - 2002
Skills
Financial Services, Mutual Funds, Training, Customer Service, Risk Management, Software Documentation, Management, Team Building, Securities, Account Reconciliation, Accounting, Fixed Income, Coaching, Time Management, NC Life and Health..., Investments, Banking, Operations Management, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Financial Risk, Variable Annuities, Fixed Annuities, Siebel
Education
Sperling School of Business 2009 — 2011
Master of Business Administration (MBA), 3.58
University of Phoenix 2007 — 2009
Bachelor of Science in Management, Management, 3.98
University of California, Irvine
Comparative Literature
LPL Finanical December 2009 - September 2014
Bank of America 2003 - 2007
Bank of America 2003 - 2007
Wachovia Securities 2000 - 2002
Skills
Financial Services, Mutual Funds, Training, Customer Service, Risk Management, Software Documentation, Management, Team Building, Securities, Account Reconciliation, Accounting, Fixed Income, Coaching, Time Management, NC Life and Health..., Investments, Banking, Operations Management, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Financial Risk, Variable Annuities, Fixed Annuities, Siebel
Education
Sperling School of Business 2009 — 2011
Master of Business Administration (MBA), 3.58
University of Phoenix 2007 — 2009
Bachelor of Science in Management, Management, 3.98
University of California, Irvine
Comparative Literature
Ilyssa Strugatz Ilyssa Strugatz's Wachovia Securities Experience June 2007 - June 2008
Job SEI Wealth Platform Implementations
Industry Financial Services
Experience
SEI June 2015 - Present
SEI February 2014 - June 2015
Granite Capital May 2013 - December 2013
Pathstone Family Office May 2010 - May 2012
BRIDGEWATER WEALTH MANAGEMENT February 2009 - May 2010
Fortigent, LLC July 2008 - January 2009
WACHOVIA SECURITIES June 2007 - June 2008
SCORE! Educational Centers August 2005 - June 2007
Skills
Asset Allocation, Investments, Alternative Investments, Wealth Management, Financial Analysis, Financial Modeling, Asset Management, Hedge Funds, Finance, Portfolio Management, Bloomberg, Wealth Management..., Private Equity, Investment Management, Strategic Financial..., Leadership, Investment Strategies, Valuation, Fixed Income
Education
NEW YORK UNIVERSITY Leonard N. Stern School of Business, The Langone Program 2011 — 2014
Masters of Business Administration, Finance and Corporate Strategy
University of Maryland College Park 2001 — 2005
Bachelor of Science, Elementary Education
SEI June 2015 - Present
SEI February 2014 - June 2015
Granite Capital May 2013 - December 2013
Pathstone Family Office May 2010 - May 2012
BRIDGEWATER WEALTH MANAGEMENT February 2009 - May 2010
Fortigent, LLC July 2008 - January 2009
WACHOVIA SECURITIES June 2007 - June 2008
SCORE! Educational Centers August 2005 - June 2007
Skills
Asset Allocation, Investments, Alternative Investments, Wealth Management, Financial Analysis, Financial Modeling, Asset Management, Hedge Funds, Finance, Portfolio Management, Bloomberg, Wealth Management..., Private Equity, Investment Management, Strategic Financial..., Leadership, Investment Strategies, Valuation, Fixed Income
Education
NEW YORK UNIVERSITY Leonard N. Stern School of Business, The Langone Program 2011 — 2014
Masters of Business Administration, Finance and Corporate Strategy
University of Maryland College Park 2001 — 2005
Bachelor of Science, Elementary Education
Woody Derricks, CFP®, ADPA(sm) Woody Derricks, CFP®, ADPA(sm)'s Wachovia Securities Experience January 2000 - September 2005
Job President
Industry Financial Services
Experience
Partnership Wealth Management September 2005 - Present
LPL Financial September 2005 - Present
Wachovia Securities January 2000 - September 2005
American Express Financial Advisors May 1998 - January 2000
Skills
Securities, Strategic Financial..., FINRA, Retirement Planning, Series 7, Mutual Funds, Investments, Small Business, Financial Analysis, Risk Management, Public Speaking, Strategic Planning, Wealth Management, Customer Service, Non-profits, Estate Planning, Retirement, Fundraising, Marketing, Relationship Management, Finance, Management, Financial Services, Insurance, Asset Management, Leadership
Education
University of Maryland College Park 1992 — 1997
B.A., Major-Gov't & Politics, Minor-History
Partnership Wealth Management September 2005 - Present
LPL Financial September 2005 - Present
Wachovia Securities January 2000 - September 2005
American Express Financial Advisors May 1998 - January 2000
Skills
Securities, Strategic Financial..., FINRA, Retirement Planning, Series 7, Mutual Funds, Investments, Small Business, Financial Analysis, Risk Management, Public Speaking, Strategic Planning, Wealth Management, Customer Service, Non-profits, Estate Planning, Retirement, Fundraising, Marketing, Relationship Management, Finance, Management, Financial Services, Insurance, Asset Management, Leadership
Education
University of Maryland College Park 1992 — 1997
B.A., Major-Gov't & Politics, Minor-History
John Deford John Deford's Wachovia Securities Experience October 1999 - July 2004
Job Ersatz Mechanical Engineer and Crew Chief
Industry Automotive
Experience
Sawmill Racing July 2004 - Present
Sawmill Racing July 2004 - April 2012
Wachovia Securities October 1999 - July 2004
Cahill Warnock 1998 - 1999
Alex. Brown, Inc. December 1985 - April 1998
Skills
New Business Development, Mergers, Investments, Automobile, Series 7, Strategic Planning, Team Building, Business Strategy, Automotive, Management, Asset Managment, Portfolio Management, Financial Analysis, Asset Management, Risk Management, Finance
Education
University of Virginia - Darden Graduate School of Business Administration 1976 — 1978
MBA, Marketing
University of Maryland College Park 1972 — 1975
BS, Finance
Sawmill Racing July 2004 - Present
Sawmill Racing July 2004 - April 2012
Wachovia Securities October 1999 - July 2004
Cahill Warnock 1998 - 1999
Alex. Brown, Inc. December 1985 - April 1998
Skills
New Business Development, Mergers, Investments, Automobile, Series 7, Strategic Planning, Team Building, Business Strategy, Automotive, Management, Asset Managment, Portfolio Management, Financial Analysis, Asset Management, Risk Management, Finance
Education
University of Virginia - Darden Graduate School of Business Administration 1976 — 1978
MBA, Marketing
University of Maryland College Park 1972 — 1975
BS, Finance
Bryan Pepper Bryan Pepper's Wachovia Securities Experience October 2007 - December 2008
Job Wealth Advisor, Manager at Mariner Wealth Advisors
Industry Financial Services
Experience
Mariner Wealth Advisors August 2014 - Present
Mariner Wealth Advisors December 2013 - Present
Cornerstone Investment Consulting February 2009 - November 2013
Wells Fargo Advisors December 2008 - January 2009
Wachovia Securities October 2007 - December 2008
AG Edwards & Sons, Inc September 2005 - October 2007
Broadcom December 1998 - November 2003
DataWorks April 1998 - December 1998
Gamma-Metrics November 1996 - April 1998
Skills
Strategic Financial..., Investments, Retirement Planning, Asset Allocation, Portfolio Management, Asset Managment, Alternative Investments, Banking, Asset Management, Financial Planning, Business Process..., Enterprise Systems...
Education
University of California, San Diego 1987 — 1992
Bachelor of Science
Mariner Wealth Advisors August 2014 - Present
Mariner Wealth Advisors December 2013 - Present
Cornerstone Investment Consulting February 2009 - November 2013
Wells Fargo Advisors December 2008 - January 2009
Wachovia Securities October 2007 - December 2008
AG Edwards & Sons, Inc September 2005 - October 2007
Broadcom December 1998 - November 2003
DataWorks April 1998 - December 1998
Gamma-Metrics November 1996 - April 1998
Skills
Strategic Financial..., Investments, Retirement Planning, Asset Allocation, Portfolio Management, Asset Managment, Alternative Investments, Banking, Asset Management, Financial Planning, Business Process..., Enterprise Systems...
Education
University of California, San Diego 1987 — 1992
Bachelor of Science
Laurel Alberty, CFP Laurel Alberty, CFP's Wachovia Securities Experience October 1996 - October 2000
Job Retired Certified Financial Planner at The A.I. Group, Inc.
Industry Financial Services
Experience
The A.I. Group, Inc. May 2011 - April 2012
Alberty Financial Planning Services, Inc. August 2005 - May 2011
Smith Barney April 2002 - April 2005
Merrill Lynch October 2000 - April 2002
Wachovia Securities October 1996 - October 2000
ExR 1993 - 1995
Skills
Strategic Financial..., Retirement Planning, Estate Planning, Investments, Finance, Insurance, Retirement, Financial Planners, Business Planning, Asset Management, Long Term Care Insurance, Asset Allocation, Financial Services, Small Business, Financial Planning
Education
University of Georgia - Terry College of Business 1988 — 1993
BBA, International Business
The A.I. Group, Inc. May 2011 - April 2012
Alberty Financial Planning Services, Inc. August 2005 - May 2011
Smith Barney April 2002 - April 2005
Merrill Lynch October 2000 - April 2002
Wachovia Securities October 1996 - October 2000
ExR 1993 - 1995
Skills
Strategic Financial..., Retirement Planning, Estate Planning, Investments, Finance, Insurance, Retirement, Financial Planners, Business Planning, Asset Management, Long Term Care Insurance, Asset Allocation, Financial Services, Small Business, Financial Planning
Education
University of Georgia - Terry College of Business 1988 — 1993
BBA, International Business
Peter Goodridge Peter Goodridge's Wachovia Securities Experience January 2003 - January 2008
Job Senior Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors ,LLC 2013 - Present
Wells Fargo Advisors, LLC January 2008 - January 2013
Wachovia Securities January 2003 - January 2008
Prudential Securities January 1992 - January 2002
Prudential Bache January 1989 - January 1991
Prudential Bache January 1985 - January 1988
Travelers Insurance January 1982 - January 1984
Skills
Investments, Finance, Insurance, Investment Strategies, Financial Advisory, Securities, Financial Services, Bonds, Relationship Management, Financial Risk, Disposition, Asset Allocation, Credit, Sales Management, Wealth Management..., Fixed Annuities, Retirement Planning, Credit Analysis, Portfolio Management, Asset Management
Education
University of Florida 1978 — 1982
Bachelor of Science, Business Administration
Wells Fargo Advisors ,LLC 2013 - Present
Wells Fargo Advisors, LLC January 2008 - January 2013
Wachovia Securities January 2003 - January 2008
Prudential Securities January 1992 - January 2002
Prudential Bache January 1989 - January 1991
Prudential Bache January 1985 - January 1988
Travelers Insurance January 1982 - January 1984
Skills
Investments, Finance, Insurance, Investment Strategies, Financial Advisory, Securities, Financial Services, Bonds, Relationship Management, Financial Risk, Disposition, Asset Allocation, Credit, Sales Management, Wealth Management..., Fixed Annuities, Retirement Planning, Credit Analysis, Portfolio Management, Asset Management
Education
University of Florida 1978 — 1982
Bachelor of Science, Business Administration
Mike Ciulis Mike Ciulis's Wachovia Securities Experience January 2005 - June 2007
Job Strategic Planning Manager at Nike
Industry Sporting Goods
Experience
Nike July 2013 - Present
Haas School of Business August 2011 - May 2013
lululemon athletica April 2012 - August 2012
Young Life September 2007 - June 2012
Wells Fargo Securities, LLC June 2007 - June 2011
Wachovia Securities January 2005 - June 2007
Accenture May 2003 - January 2005
Intel Corporation May 2002 - August 2002
General Motors May 2001 - August 2001
Skills
Retail, Consumer Products, Cross-functional Team..., Digital Innovation, Emerging Trends, User Interface Design, Prototyping, Functional Design, Visual Basic, Business Modeling, Data Analysis, Database Design, Fixed Income Research, Financial Modeling, Leadership, Written & Oral..., Mobile Technology, Technical Presentations, Mobile Marketing, Brand Development, Brand Management, Innovation Management, Strategy, Competitive Analysis, Management, Strategic Planning, Market Research, Business Strategy
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2013
Master of Business Administration (MBA)
University of Michigan, Ann Arbor - College of Engineering 1999 — 2003
Bachelor of Science (BS), Industrial and Operations Engineering
Nike July 2013 - Present
Haas School of Business August 2011 - May 2013
lululemon athletica April 2012 - August 2012
Young Life September 2007 - June 2012
Wells Fargo Securities, LLC June 2007 - June 2011
Wachovia Securities January 2005 - June 2007
Accenture May 2003 - January 2005
Intel Corporation May 2002 - August 2002
General Motors May 2001 - August 2001
Skills
Retail, Consumer Products, Cross-functional Team..., Digital Innovation, Emerging Trends, User Interface Design, Prototyping, Functional Design, Visual Basic, Business Modeling, Data Analysis, Database Design, Fixed Income Research, Financial Modeling, Leadership, Written & Oral..., Mobile Technology, Technical Presentations, Mobile Marketing, Brand Development, Brand Management, Innovation Management, Strategy, Competitive Analysis, Management, Strategic Planning, Market Research, Business Strategy
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2013
Master of Business Administration (MBA)
University of Michigan, Ann Arbor - College of Engineering 1999 — 2003
Bachelor of Science (BS), Industrial and Operations Engineering
Renee Karel Renee Karel's Wachovia Securities Experience February 2002 - June 2005
Job Attorney at Susan Lynn Mimura & Associates, PLLC
Industry Law Practice
Experience
Susan Lynn Mimura & Associates, PLLC March 2014 - Present
Karel Law Office, PLLC October 2012 - February 2014
university of Idaho August 2009 - May 2012
Ada County Public Defender May 2011 - July 2011
Liberty Partners Financial Svc December 2005 - March 2008
Wachovia Securities February 2002 - June 2005
Morgan Stanley October 1997 - February 2002
Skills
Legal Research, Attorneys, Family Mediation, Family Law, Business Formation, Contractual Agreements, Criminal Defense, Civil Litigation, Appeals, Mediation, Trial Practice, Trials, Legal Writing, Personal Injury
Education
University of Idaho College of Law 2009 — 2012
JD, Law
Walla Walla College 1989 — 1991
BS, Education, Biology, English
Susan Lynn Mimura & Associates, PLLC March 2014 - Present
Karel Law Office, PLLC October 2012 - February 2014
university of Idaho August 2009 - May 2012
Ada County Public Defender May 2011 - July 2011
Liberty Partners Financial Svc December 2005 - March 2008
Wachovia Securities February 2002 - June 2005
Morgan Stanley October 1997 - February 2002
Skills
Legal Research, Attorneys, Family Mediation, Family Law, Business Formation, Contractual Agreements, Criminal Defense, Civil Litigation, Appeals, Mediation, Trial Practice, Trials, Legal Writing, Personal Injury
Education
University of Idaho College of Law 2009 — 2012
JD, Law
Walla Walla College 1989 — 1991
BS, Education, Biology, English
Floyd Menezes Floyd Menezes's Wachovia Securities Experience January 2007 - November 2008
Job Availability Manager at Capital One
Industry Information Technology and Services
Experience
Capital One January 2014 - Present
Capital One February 2013 - Present
IBM Global Services September 2011 - February 2013
Capital One November 2010 - June 2011
Capital One January 2009 - November 2010
Netsource Consulting, LLC November 2008 - November 2008
Wachovia Securities January 2007 - November 2008
K Line America, Inc. October 2006 - January 2007
Bank of Kuwait & the Middle East August 1989 - July 2000
Skills
Business Development, Management Consulting, IT Operations, Project Management, Cisco Technologies, Business Analysis, Business Planning, Software Documentation, Incident Management, Troubleshooting, Linux, System Administration, Unix, Vendor Management, DNS, Microsoft Office, Networking, Process Improvement, Management, E-commerce, MySQL, Team Leadership, Credit Cards, Analysis
Education
University of Illinois at Urbana-Champaign 2010 — 2011
Database Administration Certificate
University of Illinois at Urbana-Champaign 2008 — 2008
Linux/Unix System Administration
University of Phoenix 2005 — 2007
Masters, Business Administration
Virginia Commonwealth University 2000 — 2004
Bachelor of Science, Business Economics
Capital One January 2014 - Present
Capital One February 2013 - Present
IBM Global Services September 2011 - February 2013
Capital One November 2010 - June 2011
Capital One January 2009 - November 2010
Netsource Consulting, LLC November 2008 - November 2008
Wachovia Securities January 2007 - November 2008
K Line America, Inc. October 2006 - January 2007
Bank of Kuwait & the Middle East August 1989 - July 2000
Skills
Business Development, Management Consulting, IT Operations, Project Management, Cisco Technologies, Business Analysis, Business Planning, Software Documentation, Incident Management, Troubleshooting, Linux, System Administration, Unix, Vendor Management, DNS, Microsoft Office, Networking, Process Improvement, Management, E-commerce, MySQL, Team Leadership, Credit Cards, Analysis
Education
University of Illinois at Urbana-Champaign 2010 — 2011
Database Administration Certificate
University of Illinois at Urbana-Champaign 2008 — 2008
Linux/Unix System Administration
University of Phoenix 2005 — 2007
Masters, Business Administration
Virginia Commonwealth University 2000 — 2004
Bachelor of Science, Business Economics
Julie Pişkin Julie Pişkin's Wachovia Securities Experience 2005 - 2006
Job Ad Sales at URX
Industry Marketing and Advertising
Experience
URX April 2015 - Present
Ampush September 2012 - March 2015
SocialChorus January 2012 - September 2012
SocialChorus December 2010 - December 2011
Six Apart March 2010 - December 2010
Glam Media (now: Mode Media Corporation) October 2007 - March 2010
Washington Mutual July 2007 - October 2007
Foundation Capital Group 2006 - 2007
Wachovia Securities 2005 - 2006
Skills
Social Media Marketing, Proposal Writing, Relationship Marketing, Digital Marketing, Online Advertising, SaaS, Influencer Marketing, Analytics, Competitive Marketing..., Social Media Measurement, Social Marketing, Sales, Sales Presentation..., Marketing Strategy, Improvisational Comedy, Lead Generation, Mobile Marketing, Facebook, Advertising, Strategic Planning, Social Media, SEM, Marketing, Strategic Partnerships, New Business Development, Digital Strategy, Product Management, Digital Media, Mobile Advertising, Media Buying, Integrated Marketing, Interactive Marketing
Education
University of California, San Diego 2002 — 2006
B.S., Management Science, Art History Criticism Minor
URX April 2015 - Present
Ampush September 2012 - March 2015
SocialChorus January 2012 - September 2012
SocialChorus December 2010 - December 2011
Six Apart March 2010 - December 2010
Glam Media (now: Mode Media Corporation) October 2007 - March 2010
Washington Mutual July 2007 - October 2007
Foundation Capital Group 2006 - 2007
Wachovia Securities 2005 - 2006
Skills
Social Media Marketing, Proposal Writing, Relationship Marketing, Digital Marketing, Online Advertising, SaaS, Influencer Marketing, Analytics, Competitive Marketing..., Social Media Measurement, Social Marketing, Sales, Sales Presentation..., Marketing Strategy, Improvisational Comedy, Lead Generation, Mobile Marketing, Facebook, Advertising, Strategic Planning, Social Media, SEM, Marketing, Strategic Partnerships, New Business Development, Digital Strategy, Product Management, Digital Media, Mobile Advertising, Media Buying, Integrated Marketing, Interactive Marketing
Education
University of California, San Diego 2002 — 2006
B.S., Management Science, Art History Criticism Minor
Alexis Lenssen's Wachovia Securities Experience March 2003 - October 2007
Job Branch Manager at Raymond James
Industry Financial Services
Experience
Raymond James July 2010 - Present
Raymond James 2007 - Present
Wachovia Securities March 2003 - October 2007
Smith Barney November 1996 - January 2003
Skills
Financial Planning, Wealth Management, Market Analysis, Investments, Portfolio Management, Financial Advisory, Securities, Retirement Planning, Series 7, Investment Advisory, Retirement, Estate Planning, Asset Allocation, Series 63, Fixed Annuities
Education
CFP® Board of Standards, Inc 2001 — 2003
CFP designation, Financial Planning
University of Central Florida 1988 — 1992
BA, Journalism/Advertising & Public Relations
B.A. and CFP® certification
Raymond James July 2010 - Present
Raymond James 2007 - Present
Wachovia Securities March 2003 - October 2007
Smith Barney November 1996 - January 2003
Skills
Financial Planning, Wealth Management, Market Analysis, Investments, Portfolio Management, Financial Advisory, Securities, Retirement Planning, Series 7, Investment Advisory, Retirement, Estate Planning, Asset Allocation, Series 63, Fixed Annuities
Education
CFP® Board of Standards, Inc 2001 — 2003
CFP designation, Financial Planning
University of Central Florida 1988 — 1992
BA, Journalism/Advertising & Public Relations
B.A. and CFP® certification
Jennifer Boere, MBA Jennifer Boere, MBA's Wachovia Securities Experience June 2007 - June 2008
Job Business Analyst at Healthfirst
Industry Information Technology and Services
Experience
Healthfirst March 2014 - Present
Digital Risk July 2013 - January 2014
Digital Risk January 2013 - July 2013
Digital Risk October 2012 - December 2012
The Pet Pantry October 2004 - December 2012
Mattress Barn April 2011 - October 2012
Rockgamer.com December 2007 - February 2009
Wachovia Securities June 2007 - June 2008
lia sophia March 2006 - February 2008
Charles Schwab January 1999 - June 2006
Skills
Parenting, Personal Finance, Proofreading, Process Improvement, Pets, MBA, Sales, Investment Strategies, Critical Thinking, Team Building, New Business Development, Leadership, Investments, Series 7, mortgage processing, Financial Services, Insurance, Equities, Portfolio Management, Banking, Technical Analysis, Securities, Mutual Funds, Mortgage Lending, Customer Service, Finance, Investment Advisory, Options, Stocks, Call Centers, Trading, Analysis, Loans, Analytics, Business Analysis, Data Analysis, Access, Management, Financial Analysis, Quality Assurance, Microsoft Excel
Education
University of Florida - Warrington College Of Business 2005 — 2007
MBA
University of Florida 1994 — 1997
BS
Wesleyan College 1991 — 1993
PIne View
Healthfirst March 2014 - Present
Digital Risk July 2013 - January 2014
Digital Risk January 2013 - July 2013
Digital Risk October 2012 - December 2012
The Pet Pantry October 2004 - December 2012
Mattress Barn April 2011 - October 2012
Rockgamer.com December 2007 - February 2009
Wachovia Securities June 2007 - June 2008
lia sophia March 2006 - February 2008
Charles Schwab January 1999 - June 2006
Skills
Parenting, Personal Finance, Proofreading, Process Improvement, Pets, MBA, Sales, Investment Strategies, Critical Thinking, Team Building, New Business Development, Leadership, Investments, Series 7, mortgage processing, Financial Services, Insurance, Equities, Portfolio Management, Banking, Technical Analysis, Securities, Mutual Funds, Mortgage Lending, Customer Service, Finance, Investment Advisory, Options, Stocks, Call Centers, Trading, Analysis, Loans, Analytics, Business Analysis, Data Analysis, Access, Management, Financial Analysis, Quality Assurance, Microsoft Excel
Education
University of Florida - Warrington College Of Business 2005 — 2007
MBA
University of Florida 1994 — 1997
BS
Wesleyan College 1991 — 1993
PIne View
Romina Puente-Arnao Romina Puente-Arnao's Wachovia Securities Experience 2006 - 2007
Job President at Capurro Premium Pisco
Industry Wine and Spirits
Experience
Capurro Premium Pisco June 2010 - Present
Craft Spirits Cooperative 2013 - Present
Southern Wine & Spirits 2009 - 2010
Cahuachi Pisco 2007 - 2009
Wachovia Securities 2006 - 2007
Skills
Strategic Planning, Marketing Strategy, Event Planning, Social Media, Marketing, Business Development, Public Relations, Product Development, Advertising, Social Media Marketing, Sales Management, Management
Education
University of California, Los Angeles 2008 — 2009
Import/Export
University of Southern California - Marshall School of Business 2003 — 2008
BS, Entreprenuerial Studies/International Relations
Colegio Franklin D. Roosevelt (American School of Peru)
Capurro Premium Pisco June 2010 - Present
Craft Spirits Cooperative 2013 - Present
Southern Wine & Spirits 2009 - 2010
Cahuachi Pisco 2007 - 2009
Wachovia Securities 2006 - 2007
Skills
Strategic Planning, Marketing Strategy, Event Planning, Social Media, Marketing, Business Development, Public Relations, Product Development, Advertising, Social Media Marketing, Sales Management, Management
Education
University of California, Los Angeles 2008 — 2009
Import/Export
University of Southern California - Marshall School of Business 2003 — 2008
BS, Entreprenuerial Studies/International Relations
Colegio Franklin D. Roosevelt (American School of Peru)
Will Thorburn Will Thorburn's Wachovia Securities Experience May 2006 - July 2006
Job Manager, Strategic Planning & Analysis at Cox Communications
Industry Telecommunications
Experience
Cox Communications April 2013 - Present
Cox Communications January 2011 - April 2013
Suntrust Robinson Humphrey June 2007 - June 2010
Wachovia Securities May 2006 - July 2006
Skills
Corporate Finance, Business Strategy, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Valuation, Competitive Analysis, Market Analysis, Strategic Planning, Cross Functional..., Analysis, Finance, Analytics, Business Development
Education
University of Georgia - Terry College of Business 2003 — 2007
Bachelor of Business Administration, Finance
Cox Communications April 2013 - Present
Cox Communications January 2011 - April 2013
Suntrust Robinson Humphrey June 2007 - June 2010
Wachovia Securities May 2006 - July 2006
Skills
Corporate Finance, Business Strategy, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Valuation, Competitive Analysis, Market Analysis, Strategic Planning, Cross Functional..., Analysis, Finance, Analytics, Business Development
Education
University of Georgia - Terry College of Business 2003 — 2007
Bachelor of Business Administration, Finance
Kari Parekh's Wachovia Securities Experience June 2008 - June 2009
Job Relationship Manager at Wells Fargo
Industry Real Estate
Experience
Wells Fargo December 2014 - Present
Wells Fargo June 2014 - Present
Wells Fargo Bank July 2010 - Present
Wells Fargo Bank June 2009 - September 2010
Wachovia Securities June 2008 - June 2009
Wachovia June 2006 - June 2008
Skills
Portfolio Management, Banking, Investments, Credit, Financial Analysis, Real Estate, Asset Management, Mortgage Lending, Due Diligence
Education
University of North Carolina at Charlotte 2012 — 2014
Master of Science in Real Estate, Real Estate Development and Finance
University of Florida 2002 — 2006
Bachelor of Science in Business Administration, Finance, General, 3.9 GPA
University of Florida 2002 — 2006
Communication Studies, 4.0
Wells Fargo December 2014 - Present
Wells Fargo June 2014 - Present
Wells Fargo Bank July 2010 - Present
Wells Fargo Bank June 2009 - September 2010
Wachovia Securities June 2008 - June 2009
Wachovia June 2006 - June 2008
Skills
Portfolio Management, Banking, Investments, Credit, Financial Analysis, Real Estate, Asset Management, Mortgage Lending, Due Diligence
Education
University of North Carolina at Charlotte 2012 — 2014
Master of Science in Real Estate, Real Estate Development and Finance
University of Florida 2002 — 2006
Bachelor of Science in Business Administration, Finance, General, 3.9 GPA
University of Florida 2002 — 2006
Communication Studies, 4.0
Wendy Feldman's Wachovia Securities Experience 1993 - 2008
Job Senior Vice President Investments at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2008 - Present
Wachovia Securities 1993 - 2008
Education
University of Maryland College Park
Morgan Stanley Wealth Management July 2008 - Present
Wachovia Securities 1993 - 2008
Education
University of Maryland College Park
Paul S Ross Paul S Ross's Wachovia Securities Experience August 2002 - July 2007
Job Owner/Branch Manager, Eleven Atlantic LLC
Industry Financial Services
Experience
Eleven Atlantic, LLC October 2009 - Present
Shoreline Wealth Management, LLc. July 2007 - October 2009
Wachovia Securities August 2002 - July 2007
High Mark Securities, LLc September 1999 - August 2002
Merrill Lynch August 1993 - May 1999
US Navy September 1968 - August 1993
Skills
Retirement Planning, Estate Planning, Financial Planning, Series 7, Wealth Management, Mutual Funds, Investments, Securities, Investment Advisory, Retirement, Annuities, Financial Advisory, Portfolio Management, Insurance, Asset Management, Asset Allocation, 401k, Portfolios, Funding, Risk Management, Term Life Insurance, Pensions, Small Business, Planning, Succession Planning, Insurance Planning, Retirement Income..., Long Term Care, Long-term Care, Financial Planners, Strategic Financial...
Education
Webster University 1992 — 1993
Master of Arts (M.A.), Computer and Information Systems Security/Information Management, 3.9
University of Maryland University College 1973 — 1977
Bachelor of Science (BS), Communications
Eleven Atlantic, LLC October 2009 - Present
Shoreline Wealth Management, LLc. July 2007 - October 2009
Wachovia Securities August 2002 - July 2007
High Mark Securities, LLc September 1999 - August 2002
Merrill Lynch August 1993 - May 1999
US Navy September 1968 - August 1993
Skills
Retirement Planning, Estate Planning, Financial Planning, Series 7, Wealth Management, Mutual Funds, Investments, Securities, Investment Advisory, Retirement, Annuities, Financial Advisory, Portfolio Management, Insurance, Asset Management, Asset Allocation, 401k, Portfolios, Funding, Risk Management, Term Life Insurance, Pensions, Small Business, Planning, Succession Planning, Insurance Planning, Retirement Income..., Long Term Care, Long-term Care, Financial Planners, Strategic Financial...
Education
Webster University 1992 — 1993
Master of Arts (M.A.), Computer and Information Systems Security/Information Management, 3.9
University of Maryland University College 1973 — 1977
Bachelor of Science (BS), Communications
Rick Rummage Rick Rummage's Wachovia Securities Experience September 1999 - September 2002
Job The "Sports Agents" For Producing Financial Advisors The Rummage Group, President
Industry Professional Training & Coaching
Experience
The Rummage Group September 2007 - Present
Morgan Stanley July 2004 - July 2007
Branch Banking and Trust October 2002 - July 2004
Wachovia Securities September 1999 - September 2002
H&R Block Financial Advisors (Olde Discount Stockbrokers) September 1996 - September 1999
First Union National Bank January 1993 - September 1996
Rumweb Enterprises Inc. June 1986 - October 1992
Education
University of Maryland College Park 1990 — 1993
Bachelor's Degree, Business Finance
University of Maryland - Robert H. Smith School of Business 1989 — 1993
B.S.B.A., Finance, Psychology, Economics
The Rummage Group September 2007 - Present
Morgan Stanley July 2004 - July 2007
Branch Banking and Trust October 2002 - July 2004
Wachovia Securities September 1999 - September 2002
H&R Block Financial Advisors (Olde Discount Stockbrokers) September 1996 - September 1999
First Union National Bank January 1993 - September 1996
Rumweb Enterprises Inc. June 1986 - October 1992
Education
University of Maryland College Park 1990 — 1993
Bachelor's Degree, Business Finance
University of Maryland - Robert H. Smith School of Business 1989 — 1993
B.S.B.A., Finance, Psychology, Economics
Diane Gordon Diane Gordon's Wachovia Securities Experience August 2008 - November 2008
Job Communications Specialist
Industry Writing and Editing
Experience
Self Employed July 2009 - Present
University of Illinois at Urbana-Champaign May 2014 - June 2015
Champaign Unit 4 Schools January 2010 - January 2012
Metritech April 2011 - December 2011
Parkland College/Millikin University October 2009 - October 2010
Strategic Measurement and Evaluation Inc. August 2010 - August 2010
Parkland College Foundation September 2009 - November 2009
US Census Bureau March 2009 - April 2009
Wachovia Securities August 2008 - November 2008
multiple companies August 1994 - April 2008
Skills
Online Help, Software Documentation, Technical Writing, Proofreading, Editing, Desktop Publishing, Interviewing, Business Rules, Dissertations, SOP, Writing, Copy Editing, FrameMaker, RoboHelp, Manuals, Release Notes, Guides, Technical Communication, Copywriting, Technical Documentation, HTML Help, Journalism, Reference Manuals, Press Releases, Fact-checking, Tutorials, SnagIt, Resume Writing, Editorial, Web Content, Publishing, Documentation, HTML, Interviews, Training, Marketing Communications, Adobe Acrobat, Advertising, Publications, Teaching, E-Learning
Education
University of Illinois at Urbana-Champaign 1977 — 1981
B.S., News-Editorial Journalism
Champaign Central
Self Employed July 2009 - Present
University of Illinois at Urbana-Champaign May 2014 - June 2015
Champaign Unit 4 Schools January 2010 - January 2012
Metritech April 2011 - December 2011
Parkland College/Millikin University October 2009 - October 2010
Strategic Measurement and Evaluation Inc. August 2010 - August 2010
Parkland College Foundation September 2009 - November 2009
US Census Bureau March 2009 - April 2009
Wachovia Securities August 2008 - November 2008
multiple companies August 1994 - April 2008
Skills
Online Help, Software Documentation, Technical Writing, Proofreading, Editing, Desktop Publishing, Interviewing, Business Rules, Dissertations, SOP, Writing, Copy Editing, FrameMaker, RoboHelp, Manuals, Release Notes, Guides, Technical Communication, Copywriting, Technical Documentation, HTML Help, Journalism, Reference Manuals, Press Releases, Fact-checking, Tutorials, SnagIt, Resume Writing, Editorial, Web Content, Publishing, Documentation, HTML, Interviews, Training, Marketing Communications, Adobe Acrobat, Advertising, Publications, Teaching, E-Learning
Education
University of Illinois at Urbana-Champaign 1977 — 1981
B.S., News-Editorial Journalism
Champaign Central
James Min James Min's Wachovia Securities Experience November 2007 - April 2008
Job Finance Manager at Live Nation Entertainment
Industry Consumer Goods
Experience
Live Nation Entertainment November 2014 - Present
Mattel March 2012 - October 2014
Mattel July 2011 - March 2012
The Walt Disney Company February 2011 - May 2011
The Lancer Group September 2009 - June 2010
Morgan Stanley April 2008 - April 2009
Wachovia Securities November 2007 - April 2008
Skills
Financial Modeling, Financial Analysis, Data Analysis, Oracle, SAP, Essbase, Hyperion, Forecasting, Planning, Excel, PowerPoint, Operations, Operational Excellence, Microsoft Excel, Microsoft Office, Analytics, Project Planning, Process Improvement, Finance, Management, Leadership, Budgets, Analysis, Business Analysis, Strategy, Variance Analysis, Competitive Analysis, Market Research, Financial Reporting, Account Reconciliation, Financial Forecasting, Corporate Finance, Cross-functional Team..., Microsoft Word
Education
University of California, San Diego 2005 — 2010
BA., Economics
Live Nation Entertainment November 2014 - Present
Mattel March 2012 - October 2014
Mattel July 2011 - March 2012
The Walt Disney Company February 2011 - May 2011
The Lancer Group September 2009 - June 2010
Morgan Stanley April 2008 - April 2009
Wachovia Securities November 2007 - April 2008
Skills
Financial Modeling, Financial Analysis, Data Analysis, Oracle, SAP, Essbase, Hyperion, Forecasting, Planning, Excel, PowerPoint, Operations, Operational Excellence, Microsoft Excel, Microsoft Office, Analytics, Project Planning, Process Improvement, Finance, Management, Leadership, Budgets, Analysis, Business Analysis, Strategy, Variance Analysis, Competitive Analysis, Market Research, Financial Reporting, Account Reconciliation, Financial Forecasting, Corporate Finance, Cross-functional Team..., Microsoft Word
Education
University of California, San Diego 2005 — 2010
BA., Economics
Derek Skains Derek Skains's Wachovia Securities Experience 1999 - 2003
Job President at Skains Investment Partners
Industry Financial Services
Experience
Skains Investment Partners August 2009 - Present
Raymond James Financial Services May 2003 - August 2009
Wachovia Securities 1999 - 2003
Prudential Securities 1995 - 1999
Smith Barney 1989 - 1996
Skills
Strategic Financial..., Investments, Series 7, Retirement Planning, Investment Advisory, Mutual Funds, Retirement, 401k, Series 63, Asset Allocation, Asset Managment, Small Business Lending, Securities, Finance, Investment Management, Financial Advisory, Management, Financial Services, Estate Planning, Insurance, FINRA, Life Insurance, Bonds
Education
University of Houston 1980 — 1985
BBA Finance, Finance
John Foster Dulles High School 1977 — 1980
LWMA
Skains Investment Partners August 2009 - Present
Raymond James Financial Services May 2003 - August 2009
Wachovia Securities 1999 - 2003
Prudential Securities 1995 - 1999
Smith Barney 1989 - 1996
Skills
Strategic Financial..., Investments, Series 7, Retirement Planning, Investment Advisory, Mutual Funds, Retirement, 401k, Series 63, Asset Allocation, Asset Managment, Small Business Lending, Securities, Finance, Investment Management, Financial Advisory, Management, Financial Services, Estate Planning, Insurance, FINRA, Life Insurance, Bonds
Education
University of Houston 1980 — 1985
BBA Finance, Finance
John Foster Dulles High School 1977 — 1980
LWMA
Valerie Withrow Valerie Withrow's Wachovia Securities Experience November 1979 - Present
Job Senior VP Sales at Wachovia Securities
Industry Financial Services
Experience
Wachovia Securities November 1979 - Present
Wachovia, A Wells Fargo Company January 1995 - December 2009
North Coast Repertory Theatre 1979 - 1999
Skills
Real Estate, Strategic Planning, Coaching, Sales, Customer Service, Team Building, Contract Negotiation, Leadership, Fundraising, Marketing, Entrepreneurship, Investments, New Business Development, Forecasting, Financial Analysis, Training, Public Speaking, Retail, Management, Account Management, Marketing Strategy, Social Media, Business Development, First Time Home Buyers, Microsoft Office, Insurance, Negotiation
Education
University of Michigan 1970 — 1977
Literature, Economics
University of California, San Diego
Wachovia Securities November 1979 - Present
Wachovia, A Wells Fargo Company January 1995 - December 2009
North Coast Repertory Theatre 1979 - 1999
Skills
Real Estate, Strategic Planning, Coaching, Sales, Customer Service, Team Building, Contract Negotiation, Leadership, Fundraising, Marketing, Entrepreneurship, Investments, New Business Development, Forecasting, Financial Analysis, Training, Public Speaking, Retail, Management, Account Management, Marketing Strategy, Social Media, Business Development, First Time Home Buyers, Microsoft Office, Insurance, Negotiation
Education
University of Michigan 1970 — 1977
Literature, Economics
University of California, San Diego
Najmul Hasan Najmul Hasan's Wachovia Securities Experience 2000 - Present
Job Assistant Vice President at Wellsfargo Bank
Industry Banking
Experience
Wells Fargo Securities March 2000 - Present
Wachovia Securities 2000 - Present
Education
University of Illinois at Chicago 1994 — 1997
Bachelor's Degree, Electrical and Electronics Engineering
Wells Fargo Securities March 2000 - Present
Wachovia Securities 2000 - Present
Education
University of Illinois at Chicago 1994 — 1997
Bachelor's Degree, Electrical and Electronics Engineering
Jason Weyant Jason Weyant's Wachovia Securities Experience 2005 - 2008
Job Marketing Communications Writer at ProFund Advisors LLC
Industry Financial Services
Experience
ProFund Advisors LLC December 2010 - Present
Folio Investing January 2009 - December 2010
Projectalent September 2008 - January 2009
Wachovia Securities 2005 - 2008
A.G. Edwards & Sons, Inc. 2005 - 2007
Legg Mason 2001 - 2005
Legg Mason 1998 - 2001
Skills
Web Content Management, Project Management, Branding & Identity, Marketing Management, Research, Web Marketing, Email Marketing, Marketing Communications, Digital Marketing, Copywriting, Online Advertising, Marketing Strategy, Marketing, Social Media Marketing, Direct Marketing, Social Media, Web Project Management, SEO, Advertising, Integrated Marketing
Education
University of Maryland College Park 1992 — 1997
Bachelor of Arts (BA), Communications
ProFund Advisors LLC December 2010 - Present
Folio Investing January 2009 - December 2010
Projectalent September 2008 - January 2009
Wachovia Securities 2005 - 2008
A.G. Edwards & Sons, Inc. 2005 - 2007
Legg Mason 2001 - 2005
Legg Mason 1998 - 2001
Skills
Web Content Management, Project Management, Branding & Identity, Marketing Management, Research, Web Marketing, Email Marketing, Marketing Communications, Digital Marketing, Copywriting, Online Advertising, Marketing Strategy, Marketing, Social Media Marketing, Direct Marketing, Social Media, Web Project Management, SEO, Advertising, Integrated Marketing
Education
University of Maryland College Park 1992 — 1997
Bachelor of Arts (BA), Communications
Joe Connor's Wachovia Securities Experience 2003 - 2007
Job President & Founder at Connor Capital Management, LLC
Industry Financial Services
Experience
Connor Capital Management, LLC 2011 - Present
Connor Capital Management, LLC 2011 - Present
UBS Financial Services 2007 - 2011
Wachovia Securities 2003 - 2007
Oppenheimer & Co. 1999 - 2003
Skills
Registered Investment..., Comprehensive Wealth..., Comprehensive Planning, Fee-Based Asset..., Retirement Planning, Asset Protection, Financial Advisory, Charitable Gift Planning, Multi-generational..., Intergenerational..., Wealth Management..., Wealth Management, Wealth Preservation..., Estate Planning
Education
University of Maryland College Park
Bachelor of Science (BS), College of Business & Management - concentration in Finance
Connor Capital Management, LLC 2011 - Present
Connor Capital Management, LLC 2011 - Present
UBS Financial Services 2007 - 2011
Wachovia Securities 2003 - 2007
Oppenheimer & Co. 1999 - 2003
Skills
Registered Investment..., Comprehensive Wealth..., Comprehensive Planning, Fee-Based Asset..., Retirement Planning, Asset Protection, Financial Advisory, Charitable Gift Planning, Multi-generational..., Intergenerational..., Wealth Management..., Wealth Management, Wealth Preservation..., Estate Planning
Education
University of Maryland College Park
Bachelor of Science (BS), College of Business & Management - concentration in Finance
A. Katherine Canning A. Katherine Canning's Wachovia Securities Experience 2007 - 2009
Job MBA Candidate at The Wharton School
Industry Commercial Real Estate
Experience
Wells Fargo Bank April 2013 - June 2014
Wells Fargo Bank 2009 - March 2013
Wells Fargo Bank 2009 - 2009
Wachovia Securities 2007 - 2009
Skills
Investments, Credit, Series 63, Financial Analysis, Financial Modeling, Series 7, Credit Analysis, Structured Products, Valuation, Capital Markets, Portfolio Management, Finance, Financial Reporting, Cash Management, Loans, Bloomberg, Investment Banking, Real Estate Financing, Mergers & Acquisitions, Real Estate Transactions, Commercial Lending, Asset Management, Insurance, Private Equity, Mutual Funds, Equities
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA), Real Estate and Entrepreneurial Management
University of Maryland College Park 2003 — 2007
BS, Finance and Economics
Magruder High School, Rockville MD 1999 — 2003
St. Jude School, Rockville MD 1990 — 1999
Wells Fargo Bank April 2013 - June 2014
Wells Fargo Bank 2009 - March 2013
Wells Fargo Bank 2009 - 2009
Wachovia Securities 2007 - 2009
Skills
Investments, Credit, Series 63, Financial Analysis, Financial Modeling, Series 7, Credit Analysis, Structured Products, Valuation, Capital Markets, Portfolio Management, Finance, Financial Reporting, Cash Management, Loans, Bloomberg, Investment Banking, Real Estate Financing, Mergers & Acquisitions, Real Estate Transactions, Commercial Lending, Asset Management, Insurance, Private Equity, Mutual Funds, Equities
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA), Real Estate and Entrepreneurial Management
University of Maryland College Park 2003 — 2007
BS, Finance and Economics
Magruder High School, Rockville MD 1999 — 2003
St. Jude School, Rockville MD 1990 — 1999
Brendan Kinney Brendan Kinney's Wachovia Securities Experience September 2004 - April 2006
Job Accounting Manager Microsoft
Industry Accounting
Experience
Microsoft September 2014 - Present
Microsoft January 2010 - September 2014
Accountant's International July 2009 - January 2010
Accountant International September 2008 - January 2010
Simple Fuels Biodiesel April 2007 - May 2009
Wachovia Securities September 2004 - April 2006
Skills
Budgeting, Accounting, SOX, P2P, Internal Controls, Forecasting, Reconciliations, Journal Entries, Budgets, Account Reconciliation, SAP, Accounts Receivable, Finance, Auditing, Sarbanes-Oxley Act, Accounts Payable, General Ledger, Payroll, QuickBooks, Management, Variance Analysis, Sarbanes-Oxley
Education
University of Denver 2000 — 2004
BSBA, Finance
Bishop Manogue Catholic High School 1996 — 2000
Microsoft September 2014 - Present
Microsoft January 2010 - September 2014
Accountant's International July 2009 - January 2010
Accountant International September 2008 - January 2010
Simple Fuels Biodiesel April 2007 - May 2009
Wachovia Securities September 2004 - April 2006
Skills
Budgeting, Accounting, SOX, P2P, Internal Controls, Forecasting, Reconciliations, Journal Entries, Budgets, Account Reconciliation, SAP, Accounts Receivable, Finance, Auditing, Sarbanes-Oxley Act, Accounts Payable, General Ledger, Payroll, QuickBooks, Management, Variance Analysis, Sarbanes-Oxley
Education
University of Denver 2000 — 2004
BSBA, Finance
Bishop Manogue Catholic High School 1996 — 2000
DAVID TEMPLIN, CFP® DAVID TEMPLIN, CFP®'s Wachovia Securities Experience January 1998 - June 2007
Job Senior Regional Vice President at AXA Distributors, LLC
Industry Financial Services
Experience
AXA Distributors February 2015 - Present
AXA Distributors, LLC February 2013 - Present
Fifth Third Bank February 2012 - February 2013
Sun Life Financial December 2008 - December 2011
The Hartford June 2007 - December 2008
Wachovia Securities January 1998 - June 2007
Skills
Series 63, Retirement Planning, Fixed Annuities, Series 7, Retirement, Life Insurance, Wealth Management, Mutual Funds, Strategic Financial..., Insurance, Estate Planning, Long-term Care, Investments, 401k, 401k Rollovers, Alternative Investments, Asset Allocation, Asset Management, Business Planning, Disability Insurance, ETFs, Employee Benefits, Equities, FINRA, Finance, Financial Advisory, Financial Planners, Financial Planning, Financial Services, Health Insurance, High Net Worth..., IRAs, Investment Advisory, Investment Management, Investment Strategies, Long Term Care Insurance, Mortgage Lending, Pensions, Portfolio Management, Relationship Management, Securities, Series 24, Series 6, Series 65, Strategic Planning, Term Life Insurance, Underwriting, Uniform Combined State..., Variable Annuities, Wealth
Education
University of Central Oklahoma 1971 — 1974
Bachelor of Science, Business Administration, Marketing
AXA Distributors February 2015 - Present
AXA Distributors, LLC February 2013 - Present
Fifth Third Bank February 2012 - February 2013
Sun Life Financial December 2008 - December 2011
The Hartford June 2007 - December 2008
Wachovia Securities January 1998 - June 2007
Skills
Series 63, Retirement Planning, Fixed Annuities, Series 7, Retirement, Life Insurance, Wealth Management, Mutual Funds, Strategic Financial..., Insurance, Estate Planning, Long-term Care, Investments, 401k, 401k Rollovers, Alternative Investments, Asset Allocation, Asset Management, Business Planning, Disability Insurance, ETFs, Employee Benefits, Equities, FINRA, Finance, Financial Advisory, Financial Planners, Financial Planning, Financial Services, Health Insurance, High Net Worth..., IRAs, Investment Advisory, Investment Management, Investment Strategies, Long Term Care Insurance, Mortgage Lending, Pensions, Portfolio Management, Relationship Management, Securities, Series 24, Series 6, Series 65, Strategic Planning, Term Life Insurance, Underwriting, Uniform Combined State..., Variable Annuities, Wealth
Education
University of Central Oklahoma 1971 — 1974
Bachelor of Science, Business Administration, Marketing
Steve Cawelti Steve Cawelti's Wachovia Securities Experience January 2000 - May 2005
Job
Industry Financial Services
Experience
Dish Network August 2009 - Present
Geneva Capital LLC November 2006 - Present
Meridian Wealth Management October 2006 - October 2007
Grand Peaks Properties January 2005 - August 2005
Wachovia Securities January 2000 - May 2005
Terremark Worldwide January 2004 - July 2004
Wells Fargo Private Client Services January 1991 - January 2000
Boettcher & Company January 1981 - January 1991
Tosco Corporation August 1979 - May 1981
Education
University of Colorado Boulder - Leeds School of Business 1979 — 1980
MBA
University of Colorado Boulder 1972 — 1979
BA
Dish Network August 2009 - Present
Geneva Capital LLC November 2006 - Present
Meridian Wealth Management October 2006 - October 2007
Grand Peaks Properties January 2005 - August 2005
Wachovia Securities January 2000 - May 2005
Terremark Worldwide January 2004 - July 2004
Wells Fargo Private Client Services January 1991 - January 2000
Boettcher & Company January 1981 - January 1991
Tosco Corporation August 1979 - May 1981
Education
University of Colorado Boulder - Leeds School of Business 1979 — 1980
MBA
University of Colorado Boulder 1972 — 1979
BA
Susan Busch Susan Busch's Wachovia Securities Experience July 2007 - December 2008
Job Senior Private Wealth Advisor at Executive Wealth Management, LLC
Industry Financial Services
Experience
Executive Wealth Management, LLC November 2013 - Present
Fidelity Investments December 2008 - October 2013
Wachovia Securities July 2007 - December 2008
Fifth Third Bank September 2004 - July 2007
Charles Schwab January 1999 - July 2004
Skills
Leadership, Retirement, Portfolio Management, Recruiting, New Business Development, Mutual Funds, Risk Management, Coaching, Financial Analysis, Finance, Business Development, Budgets, Financial Services, Investments, Asset Allocation, Asset Management, Banking, Management, Sales, Sales Management, Series 63, Securities, Series 7, Strategic Financial..., Strategic Planning, Strategy, Team Building, Wealth Management, Financial Planning
Education
University of Colorado at Boulder 1988 — 1993
BS, Economics
Pueblo East High School 1984 — 1988
high school
Executive Wealth Management, LLC November 2013 - Present
Fidelity Investments December 2008 - October 2013
Wachovia Securities July 2007 - December 2008
Fifth Third Bank September 2004 - July 2007
Charles Schwab January 1999 - July 2004
Skills
Leadership, Retirement, Portfolio Management, Recruiting, New Business Development, Mutual Funds, Risk Management, Coaching, Financial Analysis, Finance, Business Development, Budgets, Financial Services, Investments, Asset Allocation, Asset Management, Banking, Management, Sales, Sales Management, Series 63, Securities, Series 7, Strategic Financial..., Strategic Planning, Strategy, Team Building, Wealth Management, Financial Planning
Education
University of Colorado at Boulder 1988 — 1993
BS, Economics
Pueblo East High School 1984 — 1988
high school
Irvin, MS Theresa Irvin, MS Theresa's Wachovia Securities Experience October 2008 - Present
Job Security Analyst Officer, EIM Access Management Brokerage
Industry Financial Services
Experience
Wachovia Securities October 2008 - Present
Education
University of Maryland University College 2006 — 2010
Wachovia Securities October 2008 - Present
Education
University of Maryland University College 2006 — 2010
Eric Coker's Wachovia Securities Experience February 2005 - February 2007
Job Solutions Manager at SAP
Industry Computer Networking
Experience
SAP April 2014 - Present
Ariba, an SAP company December 2012 - April 2014
Ariba, an SAP company May 2011 - December 2012
RBC Insurance July 2009 - March 2011
Old Mutual February 2007 - March 2009
Wachovia Securities February 2005 - February 2007
Skills
Competitive Analysis, Thought Leadership, Market Research, Process Improvement, Product Marketing, Product Strategy, Sales Process, Salesforce.com, Microsoft Office, Marketing, Business Analysis, Sales, Sales Enablement, Cold Calling, Relationship Management, Cross-functional Team..., Product Management, Financial Services, CRM, Microsoft Office..., B2B Marketing, Selling, SaaS, Demand Generation, Leadership, Management, Sales Management, Product Development, Lead Generation, Strategic Partnerships, Business Development, Operations Management, B2B
Education
University of Georgia - Terry College of Business 1999 — 2003
BBA, Marketing
SAP April 2014 - Present
Ariba, an SAP company December 2012 - April 2014
Ariba, an SAP company May 2011 - December 2012
RBC Insurance July 2009 - March 2011
Old Mutual February 2007 - March 2009
Wachovia Securities February 2005 - February 2007
Skills
Competitive Analysis, Thought Leadership, Market Research, Process Improvement, Product Marketing, Product Strategy, Sales Process, Salesforce.com, Microsoft Office, Marketing, Business Analysis, Sales, Sales Enablement, Cold Calling, Relationship Management, Cross-functional Team..., Product Management, Financial Services, CRM, Microsoft Office..., B2B Marketing, Selling, SaaS, Demand Generation, Leadership, Management, Sales Management, Product Development, Lead Generation, Strategic Partnerships, Business Development, Operations Management, B2B
Education
University of Georgia - Terry College of Business 1999 — 2003
BBA, Marketing
Kevin Wallrath, CPA Kevin Wallrath, CPA's Wachovia Securities Experience May 2004 - August 2004
Job Accounting/Finance Manager Secondary Marketing at Everbank
Industry Financial Services
Experience
Everbank July 2012 - Present
Bank of America Merrill Lynch July 2010 - July 2012
Fidelity National Financial October 2008 - July 2010
Ernst & Young May 2005 - October 2008
Wachovia Securities May 2004 - August 2004
Skills
Financial Accounting, SOX, Financial Reporting, Due Diligence, Accounting, Derivatives, Sarbanes-Oxley Act, Risk Management, Internal Controls, Corporate Finance, Finance, Mergers & Acquisitions, Financial Risk, Auditing
Education
University of Virginia 2005 — 2007
Master of Science, Accounting
University of Florida - Warrington College of Business Administration 2001 — 2005
Bachelors, Finance & Economics
Everbank July 2012 - Present
Bank of America Merrill Lynch July 2010 - July 2012
Fidelity National Financial October 2008 - July 2010
Ernst & Young May 2005 - October 2008
Wachovia Securities May 2004 - August 2004
Skills
Financial Accounting, SOX, Financial Reporting, Due Diligence, Accounting, Derivatives, Sarbanes-Oxley Act, Risk Management, Internal Controls, Corporate Finance, Finance, Mergers & Acquisitions, Financial Risk, Auditing
Education
University of Virginia 2005 — 2007
Master of Science, Accounting
University of Florida - Warrington College of Business Administration 2001 — 2005
Bachelors, Finance & Economics
Phil Harrison Phil Harrison's Wachovia Securities Experience October 1996 - November 1997
Job Vice President, Sales at Independent Living Systems, LLC
Industry Health, Wellness and Fitness
Experience
Independent Living Systems, LLC October 2014 - Present
Purchasing Power January 2013 - October 2014
ValueOptions, Inc. June 2007 - December 2012
Kaiser Permanente 1998 - 2007
Wachovia Securities October 1996 - November 1997
Northwestern Mutual April 1992 - October 1996
Skills
Managed Care, Insurance, Disease Management, Medicare, Health Insurance, Life Insurance, Disability Insurance, Employee Engagement, Contract Negotiation
Education
University of Georgia - Terry College of Business 1986 — 1992
BBA, Risk Management
Independent Living Systems, LLC October 2014 - Present
Purchasing Power January 2013 - October 2014
ValueOptions, Inc. June 2007 - December 2012
Kaiser Permanente 1998 - 2007
Wachovia Securities October 1996 - November 1997
Northwestern Mutual April 1992 - October 1996
Skills
Managed Care, Insurance, Disease Management, Medicare, Health Insurance, Life Insurance, Disability Insurance, Employee Engagement, Contract Negotiation
Education
University of Georgia - Terry College of Business 1986 — 1992
BBA, Risk Management
Kyle Tom Kyle Tom's Wachovia Securities Experience June 2008 - July 2008
Job Junior Level Data Analyst at Cetera Financial Group
Industry Financial Services
Experience
Perr&Knight July 2012 - April 2015
Perr&Knight November 2010 - July 2012
Top League Institute, Inc. August 2010 - November 2010
County of Los Angeles June 2008 - July 2010
Wachovia Securities June 2008 - July 2008
Time Education Center June 2007 - June 2008
Bank of America September 2006 - May 2007
Lams Garage June 2005 - July 2005
Picard Mortgage Group March 2005 - April 2005
Skills
Data Analysis, Microsoft Office, Competitive Intelligence, Microsoft Excel, Microsoft Word, Adobe Acrobat, Property & Casualty..., Competitive Analysis, C++, Computer Hardware, Data Entry
Education
University of California, Los Angeles 2005 — 2009
Bachelor’s Degree, Mathematics/Economics
Mark Keppel High School 2001 — 2005
High School
Perr&Knight July 2012 - April 2015
Perr&Knight November 2010 - July 2012
Top League Institute, Inc. August 2010 - November 2010
County of Los Angeles June 2008 - July 2010
Wachovia Securities June 2008 - July 2008
Time Education Center June 2007 - June 2008
Bank of America September 2006 - May 2007
Lams Garage June 2005 - July 2005
Picard Mortgage Group March 2005 - April 2005
Skills
Data Analysis, Microsoft Office, Competitive Intelligence, Microsoft Excel, Microsoft Word, Adobe Acrobat, Property & Casualty..., Competitive Analysis, C++, Computer Hardware, Data Entry
Education
University of California, Los Angeles 2005 — 2009
Bachelor’s Degree, Mathematics/Economics
Mark Keppel High School 2001 — 2005
High School
Maura Norford Maura Norford's Wachovia Securities Experience January 2007 - February 2008
Job Administrative Assistant at Ameriprise
Industry Health, Wellness and Fitness
Experience
Ameriprise 2011 - Present
Universal American August 2009 - 2011
Merrill Lynch February 2008 - July 2009
Wachovia Securities January 2007 - February 2008
Naturalizer Shoes November 2004 - April 2005
Mary Washington College August 2003 - May 2004
Mary Washington College August 2001 - January 2003
Education
University of Mary Washington 2000 — 2004
BS, Psychology
Ameriprise 2011 - Present
Universal American August 2009 - 2011
Merrill Lynch February 2008 - July 2009
Wachovia Securities January 2007 - February 2008
Naturalizer Shoes November 2004 - April 2005
Mary Washington College August 2003 - May 2004
Mary Washington College August 2001 - January 2003
Education
University of Mary Washington 2000 — 2004
BS, Psychology
Nathan Alvarado Nathan Alvarado's Wachovia Securities Experience May 2007 - December 2008
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors,LLC December 2008 - Present
Wachovia Securities May 2007 - December 2008
A.G. Edwards & Sons, Inc. May 1989 - May 2007
E.F. Hutton October 1984 - May 1989
Skills
Investments, Retirement Planning, Asset Allocation
Education
University of California, Santa Barbara 1980 — 1982
Bachelor of Arts (BA), Business/Managerial Economics
Wells Fargo Advisors,LLC December 2008 - Present
Wachovia Securities May 2007 - December 2008
A.G. Edwards & Sons, Inc. May 1989 - May 2007
E.F. Hutton October 1984 - May 1989
Skills
Investments, Retirement Planning, Asset Allocation
Education
University of California, Santa Barbara 1980 — 1982
Bachelor of Arts (BA), Business/Managerial Economics
Tom Alison Tom Alison's Wachovia Securities Experience May 1996 - May 2006
Job Managing Director, CIMA® at J.P.Morgan Securities
Industry Investment Management
Experience
J.P. Morgan May 2006 - Present
Wachovia Securities May 1996 - May 2006
Paine Webber March 1983 - May 1996
Shearson American Express August 1972 - March 1983
Goodbody & Co. January 1970 - August 1972
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation
Education
University of California, Santa Barbara 1963 — 1967
Bachelor of Science (B.S.), Economics/Corporate Finance
J.P. Morgan May 2006 - Present
Wachovia Securities May 1996 - May 2006
Paine Webber March 1983 - May 1996
Shearson American Express August 1972 - March 1983
Goodbody & Co. January 1970 - August 1972
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation
Education
University of California, Santa Barbara 1963 — 1967
Bachelor of Science (B.S.), Economics/Corporate Finance
Pete Goldman's Wachovia Securities Experience March 2003 - December 2007
Job Experienced sales professional
Industry Financial Services
Experience
Allstate Financial Services, LLC April 2014 - September 2014
TD Ameritrade September 2011 - April 2014
wells Fargo Advisors LLC August 2010 - August 2011
Virginia Asset Management September 2008 - December 2009
Wachovia Securities March 2003 - December 2007
Wachovia Securities, LLC 2002 - 2006
Fideltiy Investments 2000 - 2003
Anderson & Strudwick February 1998 - March 2000
Capital One January 1994 - February 1998
Skills
Finance, Investments, Retirement Planning, Series 7, Mutual Funds, Wealth Management, Financial Planning, Retirement, Leadership, Financial Services, Sales, Direct Sales, New Business Development, Account Management, Account Developement
Education
University of Louisiana at Monroe 1990 — 1993
Bachelor of Arts (B.A.), Education
Benedictine High School 1985 — 1989
Allstate Financial Services, LLC April 2014 - September 2014
TD Ameritrade September 2011 - April 2014
wells Fargo Advisors LLC August 2010 - August 2011
Virginia Asset Management September 2008 - December 2009
Wachovia Securities March 2003 - December 2007
Wachovia Securities, LLC 2002 - 2006
Fideltiy Investments 2000 - 2003
Anderson & Strudwick February 1998 - March 2000
Capital One January 1994 - February 1998
Skills
Finance, Investments, Retirement Planning, Series 7, Mutual Funds, Wealth Management, Financial Planning, Retirement, Leadership, Financial Services, Sales, Direct Sales, New Business Development, Account Management, Account Developement
Education
University of Louisiana at Monroe 1990 — 1993
Bachelor of Arts (B.A.), Education
Benedictine High School 1985 — 1989
Marla Shelton, MA, PHR, SHRM-CP Marla Shelton, MA, PHR, SHRM-CP's Wachovia Securities Experience March 2008 - October 2008
Job Human Resources Supervisor at Scottrade
Industry Financial Services
Experience
Scottrade July 2015 - Present
Scottrade January 2010 - Present
Scottrade December 2008 - December 2009
Wachovia Securities March 2008 - October 2008
Ultimate Staffing September 2006 - January 2008
Corcoran Jennison Inc. July 2001 - September 2006
Skills
Employee Relations, Recruiting, Training, Communication, Personnel Management, Internet Recruiting, Performance Management, HR Policies, Human Resources, Applicant Tracking..., Onboarding, Talent Management, Strategy, Employee Benefits, Employee Training, Talent Acquisition, Hiring, Public Relations, Leadership Development, Management, Temporary Placement, New Hire Orientations, Software Documentation, Program Management, Interviews, Screening, Policy, Building Relationships, Payroll, Negotiation, Time Management, SDLC, Customer Service, Budgets
Education
University of Central Missouri
Bachelor of Science, Social Work
Webster University
Master of Arts, Human Resources Development/Management
Scottrade July 2015 - Present
Scottrade January 2010 - Present
Scottrade December 2008 - December 2009
Wachovia Securities March 2008 - October 2008
Ultimate Staffing September 2006 - January 2008
Corcoran Jennison Inc. July 2001 - September 2006
Skills
Employee Relations, Recruiting, Training, Communication, Personnel Management, Internet Recruiting, Performance Management, HR Policies, Human Resources, Applicant Tracking..., Onboarding, Talent Management, Strategy, Employee Benefits, Employee Training, Talent Acquisition, Hiring, Public Relations, Leadership Development, Management, Temporary Placement, New Hire Orientations, Software Documentation, Program Management, Interviews, Screening, Policy, Building Relationships, Payroll, Negotiation, Time Management, SDLC, Customer Service, Budgets
Education
University of Central Missouri
Bachelor of Science, Social Work
Webster University
Master of Arts, Human Resources Development/Management
Joseph Sheppard Joseph Sheppard's Wachovia Securities Experience January 2008 - December 2008
Job Purchasing Analyst at Orange Leaf Frozen Yogurt
Industry Food & Beverages
Experience
Orange Leaf Frozen Yogurt October 2014 - Present
Hertz February 2014 - October 2014
The Hertz Corporation August 2011 - January 2014
Gator's Dockside August 2007 - December 2009
Wachovia Securities January 2008 - December 2008
Skills
Account Reconciliation, Fixed Assets, Microsoft Office, Oracle, Lotus Notes, Accounting, Problem Solving, Accounts Receivable, QuickBooks, Customer Service, Forecasting, Financial Analysis, Microsoft Excel
Education
University of Central Oklahoma 2012 — 2014
MBA, Business Administration and Management, General
University of Central Oklahoma (UCO) 2010 — 2013
Bachelor of Arts, Accounting
Florida State College of Jacksonville (FSCJ) 2007 — 2009
Associate of Arts, Accounting
Orange Leaf Frozen Yogurt October 2014 - Present
Hertz February 2014 - October 2014
The Hertz Corporation August 2011 - January 2014
Gator's Dockside August 2007 - December 2009
Wachovia Securities January 2008 - December 2008
Skills
Account Reconciliation, Fixed Assets, Microsoft Office, Oracle, Lotus Notes, Accounting, Problem Solving, Accounts Receivable, QuickBooks, Customer Service, Forecasting, Financial Analysis, Microsoft Excel
Education
University of Central Oklahoma 2012 — 2014
MBA, Business Administration and Management, General
University of Central Oklahoma (UCO) 2010 — 2013
Bachelor of Arts, Accounting
Florida State College of Jacksonville (FSCJ) 2007 — 2009
Associate of Arts, Accounting
David Tong, FSA David Tong, FSA's Wachovia Securities Experience March 2008 - October 2008
Job Associate at Mercer
Industry Financial Services
Experience
Mercer April 2013 - Present
Kaiser Permanente December 2011 - April 2013
CPWR September 2011 - May 2012
WACHOVIA SECURITIES March 2008 - October 2008
University of Maryland August 2007 - December 2007
Skills
Mandarin, Analysis, SAS, Data Analysis, Employee Benefits, Research, Excel, Statistics, Actuarial Science, Financial Modeling, Financial Analysis
Education
University of Maryland College Park 2005 — 2008
Bachelor's Degree, Finance
Mercer April 2013 - Present
Kaiser Permanente December 2011 - April 2013
CPWR September 2011 - May 2012
WACHOVIA SECURITIES March 2008 - October 2008
University of Maryland August 2007 - December 2007
Skills
Mandarin, Analysis, SAS, Data Analysis, Employee Benefits, Research, Excel, Statistics, Actuarial Science, Financial Modeling, Financial Analysis
Education
University of Maryland College Park 2005 — 2008
Bachelor's Degree, Finance
Joshua Topp, ChFC Joshua Topp, ChFC's Wachovia Securities Experience February 2007 - April 2009
Job Private Wealth Manager at Flagship Harbor Advisors
Industry Financial Services
Experience
Flagship Harbor Advisors December 2013 - Present
MetLife Financial Group of MA May 2009 - December 2013
Wachovia Securities February 2007 - April 2009
The FootBridge Companies June 2005 - January 2007
Skills
Retirement Strategies, Personal Insurance, Estate Conservation..., Variable Products, Investments, Securities, FINRA, Small Business, Investment Advisory..., Estate Planning, Series 6, Series 63, 401k, Mutual Funds, Series 7, Wealth Management, Registered Investment..., Wealth Accumulation, IRAs, Retirement Planning, Long Term Care Insurance, Long-term Care, Fixed Annuities, Risk Management
Education
University of Hartford 2001 — 2005
Bachelor of Science, Business Management
Worcester Academy 1999 — 2001
Andover High School 1997 — 1999
Flagship Harbor Advisors December 2013 - Present
MetLife Financial Group of MA May 2009 - December 2013
Wachovia Securities February 2007 - April 2009
The FootBridge Companies June 2005 - January 2007
Skills
Retirement Strategies, Personal Insurance, Estate Conservation..., Variable Products, Investments, Securities, FINRA, Small Business, Investment Advisory..., Estate Planning, Series 6, Series 63, 401k, Mutual Funds, Series 7, Wealth Management, Registered Investment..., Wealth Accumulation, IRAs, Retirement Planning, Long Term Care Insurance, Long-term Care, Fixed Annuities, Risk Management
Education
University of Hartford 2001 — 2005
Bachelor of Science, Business Management
Worcester Academy 1999 — 2001
Andover High School 1997 — 1999
R. Craig Lowder R. Craig Lowder's Wachovia Securities Experience 2005 - 2006
Job Financial Consultant Basel Qualification Group at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2014 - Present
Bank of America April 2011 - November 2014
Bank of America October 2010 - April 2011
Wachovia Corporation November 2006 - October 2010
Wachovia Securities 2005 - 2006
Wachovia Securities August 2003 - November 2005
PriceWaterhouseCoopers January 2001 - January 2003
PriceWaterhouseCoopers January 1998 - January 2000
Wheat First Butcher Singer January 1996 - January 1997
Skills
Hyperion, Essbase, Excel, Visio, SOX 404 Compliance, PowerPoint, MS Office Suite, Credit Analysis, Financial Analysis, Risk Management, Portfolio Management, Credit, Capital Markets, Investments, Credit Risk, Loans, Private Equity, CPA, Commercial Lending, Commercial Banking, Microsoft Excel, Financial Reporting, Auditing
Education
University of Georgia - Terry College of Business 2012 — 2013
Certificate in Financial Planning, Financial Planning and Services
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1998
M.S., Accounting
University of Virginia 1992 — 1996
B.S., Finance
University of Virginia 1992 — 1996
Bachelor of Science (B.S.), Commerce
Wells Fargo November 2014 - Present
Bank of America April 2011 - November 2014
Bank of America October 2010 - April 2011
Wachovia Corporation November 2006 - October 2010
Wachovia Securities 2005 - 2006
Wachovia Securities August 2003 - November 2005
PriceWaterhouseCoopers January 2001 - January 2003
PriceWaterhouseCoopers January 1998 - January 2000
Wheat First Butcher Singer January 1996 - January 1997
Skills
Hyperion, Essbase, Excel, Visio, SOX 404 Compliance, PowerPoint, MS Office Suite, Credit Analysis, Financial Analysis, Risk Management, Portfolio Management, Credit, Capital Markets, Investments, Credit Risk, Loans, Private Equity, CPA, Commercial Lending, Commercial Banking, Microsoft Excel, Financial Reporting, Auditing
Education
University of Georgia - Terry College of Business 2012 — 2013
Certificate in Financial Planning, Financial Planning and Services
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1998
M.S., Accounting
University of Virginia 1992 — 1996
B.S., Finance
University of Virginia 1992 — 1996
Bachelor of Science (B.S.), Commerce
James Ernst James Ernst's Wachovia Securities Experience September 2001 - February 2009
Job First Vice President/Partner at Mangan, Ernst & Rankin Wealth Management Group of Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott March 2009 - Present
Wachovia Securities September 2001 - February 2009
Skills
Strategic Financial..., Wealth Management, Estate Planning, Investments, Retirement Planning, Series 7, Asset Allocation, Mutual Funds, Investment Advisory, Retirement, Series 63, Securities, Alternative Investments, Financial Advisory, Investment Strategies, Wealth Management..., Financial Planning
Education
University of Delaware 1989 — 1993
Bachelor of Science (BS), Finance, General
Central Bucks West High School
Janney Montgomery Scott March 2009 - Present
Wachovia Securities September 2001 - February 2009
Skills
Strategic Financial..., Wealth Management, Estate Planning, Investments, Retirement Planning, Series 7, Asset Allocation, Mutual Funds, Investment Advisory, Retirement, Series 63, Securities, Alternative Investments, Financial Advisory, Investment Strategies, Wealth Management..., Financial Planning
Education
University of Delaware 1989 — 1993
Bachelor of Science (BS), Finance, General
Central Bucks West High School
Pete Stavros Pete Stavros's Wachovia Securities Experience July 2007 - January 2009
Job Sr. Project Manager at CGI
Industry Information Technology and Services
Experience
CGI May 2015 - Present
Lions Clubs International October 2014 - May 2015
AbbVie December 2013 - June 2014
Quill.com, a division of Staples, Inc. January 2013 - November 2013
S2Tech April 2012 - December 2012
Synovate October 2011 - February 2012
Action Property Solutions September 2009 - August 2011
Sears Holdings Corporation April 2009 - June 2009
Wachovia Securities July 2007 - January 2009
Cardinal Health February 2007 - July 2007
Skills
Vendor Management, SDLC, Business Analysis, Requirements Gathering, Project Management, Visio, Business Intelligence, Requirements Analysis, Integration, Data Warehousing, Leadership, Data Analysis, Analysis, Project Portfolio..., Agile Methodologies, Process Improvement, Access, PMO, SQL, Oracle, SharePoint, Software Project..., Testing, Management, Resource Management, Software Development, Business Requirements, Databases, Microsoft SQL Server, Agile Project Management, Data Modeling, Strategic Planning, Business Process..., MS Project, ETL, Business Process, Change Management, PL/SQL, Customer Service, Project Planning, Business Development, Microsoft Office, Cross-functional Team..., Microsoft Excel, IT Strategy, Consulting, Quality Assurance, Team Leadership, Budgets, ERP
Education
University of Cincinnati 1986 — 1987
BA, Finance
University of Kentucky 1982 — 1986
Finance
CGI May 2015 - Present
Lions Clubs International October 2014 - May 2015
AbbVie December 2013 - June 2014
Quill.com, a division of Staples, Inc. January 2013 - November 2013
S2Tech April 2012 - December 2012
Synovate October 2011 - February 2012
Action Property Solutions September 2009 - August 2011
Sears Holdings Corporation April 2009 - June 2009
Wachovia Securities July 2007 - January 2009
Cardinal Health February 2007 - July 2007
Skills
Vendor Management, SDLC, Business Analysis, Requirements Gathering, Project Management, Visio, Business Intelligence, Requirements Analysis, Integration, Data Warehousing, Leadership, Data Analysis, Analysis, Project Portfolio..., Agile Methodologies, Process Improvement, Access, PMO, SQL, Oracle, SharePoint, Software Project..., Testing, Management, Resource Management, Software Development, Business Requirements, Databases, Microsoft SQL Server, Agile Project Management, Data Modeling, Strategic Planning, Business Process..., MS Project, ETL, Business Process, Change Management, PL/SQL, Customer Service, Project Planning, Business Development, Microsoft Office, Cross-functional Team..., Microsoft Excel, IT Strategy, Consulting, Quality Assurance, Team Leadership, Budgets, ERP
Education
University of Cincinnati 1986 — 1987
BA, Finance
University of Kentucky 1982 — 1986
Finance
Hunter Edwards Hunter Edwards's Wachovia Securities Experience 2002 - 2003
Job Product Developement Manager at DataComm Electronics, Inc.
Industry Electrical/Electronic Manufacturing
Experience
DataComm Electronics, Inc. September 2012 - Present
Ware Foundation June 1997 - Present
BBY September 2010 - September 2012
Edwards Residential Construction & Remodel, LLC October 2008 - October 2010
Stablegate Properties, LLC January 2006 - October 2008
Wachovia Securities 2002 - 2003
Skills
Product Marketing, Home Automation, Retail, Sales Management, Team Building, New Business Development, Product Development, Project Planning, Operations Management, Visio, Cross-functional Team..., Construction, Negotiation, Strategic Partnerships, Merchandising, Project Management, Strategic Planning, Renovation, Leadership Development, Real Estate, Customer Service, Residential Homes, Business Planning, Marketing Strategy, Budgets, Contract Negotiation, Marketing, Leadership
Education
University of Miami - School of Business 2000 — 2003
BBA, Management & Finance
DataComm Electronics, Inc. September 2012 - Present
Ware Foundation June 1997 - Present
BBY September 2010 - September 2012
Edwards Residential Construction & Remodel, LLC October 2008 - October 2010
Stablegate Properties, LLC January 2006 - October 2008
Wachovia Securities 2002 - 2003
Skills
Product Marketing, Home Automation, Retail, Sales Management, Team Building, New Business Development, Product Development, Project Planning, Operations Management, Visio, Cross-functional Team..., Construction, Negotiation, Strategic Partnerships, Merchandising, Project Management, Strategic Planning, Renovation, Leadership Development, Real Estate, Customer Service, Residential Homes, Business Planning, Marketing Strategy, Budgets, Contract Negotiation, Marketing, Leadership
Education
University of Miami - School of Business 2000 — 2003
BBA, Management & Finance
Fiona Kong Fiona Kong's Wachovia Securities Experience September 2003 - May 2004
Job Business Client Satisfaction Research Manager at Yahoo!
Industry Market Research
Experience
Yahoo! March 2012 - Present
RTKL October 2011 - December 2011
AAIA January 2007 - October 2010
Corporate Executive Board August 2004 - July 2006
Wachovia Securities September 2003 - May 2004
Skills
Microsoft Office, SPSS, InDesign, Data Analysis, Market Research, Online Marketing, MS Project
Education
University of California, Irvine 2011 — 2013
Certification, SEO
University of Maryland - Robert H. Smith School of Business 1999 — 2003
Bachelor of Science, Business
Yahoo! March 2012 - Present
RTKL October 2011 - December 2011
AAIA January 2007 - October 2010
Corporate Executive Board August 2004 - July 2006
Wachovia Securities September 2003 - May 2004
Skills
Microsoft Office, SPSS, InDesign, Data Analysis, Market Research, Online Marketing, MS Project
Education
University of California, Irvine 2011 — 2013
Certification, SEO
University of Maryland - Robert H. Smith School of Business 1999 — 2003
Bachelor of Science, Business
Alan Jardeleza Alan Jardeleza's Wachovia Securities Experience January 2001 - January 2003
Job Wealth Advisor at Merrill Lynch Private Client Group
Industry Financial Services
Experience
Merrill Lynch January 2012 - Present
Franklin Templeton Investments July 2005 - January 2012
Jasper Capital July 2004 - July 2005
Wachovia Securities January 2001 - January 2003
Morgan Stanley January 1998 - January 2001
Education
University of Florida 1992 — 1997
Bachelor of Arts (B.A.)
John Carroll Catholic High School 1988 — 1992
Merrill Lynch January 2012 - Present
Franklin Templeton Investments July 2005 - January 2012
Jasper Capital July 2004 - July 2005
Wachovia Securities January 2001 - January 2003
Morgan Stanley January 1998 - January 2001
Education
University of Florida 1992 — 1997
Bachelor of Arts (B.A.)
John Carroll Catholic High School 1988 — 1992
Ellis Straughn's Wachovia Securities Experience April 2007 - October 2008
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch October 2008 - Present
Wachovia Securities April 2007 - October 2008
Education
University of Central Florida 2002 — 2005
Liberal Studies, Public Affairs, Hospitality and Tourism Management, Sociology
Merrill Lynch October 2008 - Present
Wachovia Securities April 2007 - October 2008
Education
University of Central Florida 2002 — 2005
Liberal Studies, Public Affairs, Hospitality and Tourism Management, Sociology
Craig Mitchell Craig Mitchell's Wachovia Securities Experience July 2005 - December 2007
Job President at Mitchell Partners, Inc.
Industry Financial Services
Experience
Mitchell Partners, Inc. December 2013 - Present
LP Capital Advisors January 2008 - December 2013
Wachovia Securities July 2005 - December 2007
Banc of America Securities May 2004 - August 2004
Epicor November 2000 - November 2002
Profitability 1996 - 2000
Noodles & Co. 1996 - 1998
LIDS Sports Group April 1995 - October 1995
Ernst & Young September 1992 - April 1995
Skills
Capital, Mergers, Financial Modeling, Corporate Finance, Private Equity, Valuation, Due Diligence, Financial Analysis, Investment Banking, Asset Management, Investments, Portfolio Management, Capital Markets, Venture Capital, Debt, Leveraged Finance, LBO
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
M.B.A, Business Administration
University of California, Berkeley, Haas School of Business 1990 — 1992
B.S., Business Administration
University of California, Santa Barbara 1988 — 1990
Mitchell Partners, Inc. December 2013 - Present
LP Capital Advisors January 2008 - December 2013
Wachovia Securities July 2005 - December 2007
Banc of America Securities May 2004 - August 2004
Epicor November 2000 - November 2002
Profitability 1996 - 2000
Noodles & Co. 1996 - 1998
LIDS Sports Group April 1995 - October 1995
Ernst & Young September 1992 - April 1995
Skills
Capital, Mergers, Financial Modeling, Corporate Finance, Private Equity, Valuation, Due Diligence, Financial Analysis, Investment Banking, Asset Management, Investments, Portfolio Management, Capital Markets, Venture Capital, Debt, Leveraged Finance, LBO
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
M.B.A, Business Administration
University of California, Berkeley, Haas School of Business 1990 — 1992
B.S., Business Administration
University of California, Santa Barbara 1988 — 1990
Bruce Moskowitz Bruce Moskowitz's Wachovia Securities Experience May 1983 - December 1998
Job Sterling Wealth Management
Industry Financial Services
Experience
Sterling Wealth Management January 2010 - Present
Morgan Stanley Smith Barney December 1998 - January 2009
Wachovia Securities May 1983 - December 1998
Skills
Financial Services, FINRA, Series 65, Investment Advisory, Asset Allocation, Alternative Investments, Series 24, Uniform Combined State..., Portfolio Management, Investment Strategies, Estate Planning, Equities, Investment Management, Wealth, Fixed Income
Education
University of Georgia - Terry College of Business 1975 — 1979
BBA, Business
Sterling Wealth Management January 2010 - Present
Morgan Stanley Smith Barney December 1998 - January 2009
Wachovia Securities May 1983 - December 1998
Skills
Financial Services, FINRA, Series 65, Investment Advisory, Asset Allocation, Alternative Investments, Series 24, Uniform Combined State..., Portfolio Management, Investment Strategies, Estate Planning, Equities, Investment Management, Wealth, Fixed Income
Education
University of Georgia - Terry College of Business 1975 — 1979
BBA, Business
Jana Madonna Jana Madonna's Wachovia Securities Experience June 2008 - March 2009
Job Process Automation Engineer at barclaycard
Industry Writing and Editing
Experience
Barclaycard September 2011 - Present
Barclaycard September 2011 - Present
Wells Fargo Advisors March 2011 - July 2011
Wells Fargo Advisors, LLC August 2009 - May 2011
Wachovia Securities June 2008 - March 2009
The Vanguard Group October 2005 - April 2008
Skills
Technical Writing, Process Improvement, Program Management, Software Documentation, Management, Project Management, Training, Project Planning, Risk Management, Business Process, Cross-functional Team..., Business Analysis, Team Building, Team Leadership, Change Management, Marketing, Microsoft Office, Requirements Analysis, SDLC, PowerPoint, Software Project..., Quality Assurance, SharePoint, PMP, Microsoft Word, Visio, Analysis, Agile Methodologies, Business Process..., Leadership, Integration, Process Engineering, MS Project
Education
University of Houston
BA, English
Barclaycard September 2011 - Present
Barclaycard September 2011 - Present
Wells Fargo Advisors March 2011 - July 2011
Wells Fargo Advisors, LLC August 2009 - May 2011
Wachovia Securities June 2008 - March 2009
The Vanguard Group October 2005 - April 2008
Skills
Technical Writing, Process Improvement, Program Management, Software Documentation, Management, Project Management, Training, Project Planning, Risk Management, Business Process, Cross-functional Team..., Business Analysis, Team Building, Team Leadership, Change Management, Marketing, Microsoft Office, Requirements Analysis, SDLC, PowerPoint, Software Project..., Quality Assurance, SharePoint, PMP, Microsoft Word, Visio, Analysis, Agile Methodologies, Business Process..., Leadership, Integration, Process Engineering, MS Project
Education
University of Houston
BA, English
John Yetman's Wachovia Securities Experience December 2000 - June 2004
Job Financial Advisor | Managing Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
Morgan Stanley December 2008 - June 2015
UBS June 2004 - December 2008
Wachovia Securities December 2000 - June 2004
Moors and Cabot June 1992 - December 1998
Skills
Investments, Finance, Financial Planning, Management, Retirement Planning, Wealth Management, Financial Advisory, Strategic Planning, Leadership, Retirement
Education
University of Maryland College Park 1977 — 1981
Bachelor's degree, Accounting
Ameriprise Financial Services, Inc. June 2015 - Present
Morgan Stanley December 2008 - June 2015
UBS June 2004 - December 2008
Wachovia Securities December 2000 - June 2004
Moors and Cabot June 1992 - December 1998
Skills
Investments, Finance, Financial Planning, Management, Retirement Planning, Wealth Management, Financial Advisory, Strategic Planning, Leadership, Retirement
Education
University of Maryland College Park 1977 — 1981
Bachelor's degree, Accounting
Tamir Korenbrot's Wachovia Securities Experience 2005 - 2009
Job
Industry Investment Banking
Experience
Pillar Capital Advisors LLC 2014 - Present
Strategic and Financial Advisor 2012 - 2014
Sagent Advisors 2009 - 2012
Wachovia Securities 2005 - 2009
Applied Materials 2004 - 2005
Autodesk, Inc. 2003 - 2003
Banc of America Securities LLC 1999 - 2002
Skills
Financial Modeling, Investment Banking, Valuation, Mergers, Corporate Development, Corporate Finance, Due Diligence, Financial Analysis, Private Equity, M&A experience, Capital Markets, Investments, Divestitures, Capital Raising, Mergers & Acquisitions, Finance, Business Strategy
Education
Haas School of Business - UC Berkeley 2002 — 2004
MBA
Lick Wilmerding High School
University of Chicago
BA
Pillar Capital Advisors LLC 2014 - Present
Strategic and Financial Advisor 2012 - 2014
Sagent Advisors 2009 - 2012
Wachovia Securities 2005 - 2009
Applied Materials 2004 - 2005
Autodesk, Inc. 2003 - 2003
Banc of America Securities LLC 1999 - 2002
Skills
Financial Modeling, Investment Banking, Valuation, Mergers, Corporate Development, Corporate Finance, Due Diligence, Financial Analysis, Private Equity, M&A experience, Capital Markets, Investments, Divestitures, Capital Raising, Mergers & Acquisitions, Finance, Business Strategy
Education
Haas School of Business - UC Berkeley 2002 — 2004
MBA
Lick Wilmerding High School
University of Chicago
BA
Brian Rooney's Wachovia Securities Experience February 2008 - November 2008
Job
Industry Computer Software
Experience
PRA Health Sciences July 2014 - Present
Quintiles October 2011 - June 2014
FileONE March 2011 - September 2011
CREE, Inc November 2008 - March 2011
Wachovia Securities February 2008 - November 2008
CIRCUIT CITY STORES October 2006 - February 2008
INFINEON TECHNOLOGIES / QIMONDA August 2004 - October 2006
FlipChip International February 1999 - July 2004
Brooks Automation January 1998 - September 1998
Motorola Solutions May 1996 - January 1998
Skills
Business Analysis, Requirements Gathering, Requirements Analysis, Requirements Management, Agile, SDLC, Testing, User Acceptance Testing, Data Analysis, Software Project..., SQL, SQL Server, Six Sigma, Problem Solving, Business Process..., Documentation, Microsoft SQL Server, Software Documentation, XML, Unix, Business Process, Visual Basic, Visio, Agile Methodologies
Education
University of Florida 1989 — 1992
BS, Materials Science Engineering
University of Phoenix
Masters, Business Administration
Aveta Business Institute
Green Belt Certification, Six Sigma
PRA Health Sciences July 2014 - Present
Quintiles October 2011 - June 2014
FileONE March 2011 - September 2011
CREE, Inc November 2008 - March 2011
Wachovia Securities February 2008 - November 2008
CIRCUIT CITY STORES October 2006 - February 2008
INFINEON TECHNOLOGIES / QIMONDA August 2004 - October 2006
FlipChip International February 1999 - July 2004
Brooks Automation January 1998 - September 1998
Motorola Solutions May 1996 - January 1998
Skills
Business Analysis, Requirements Gathering, Requirements Analysis, Requirements Management, Agile, SDLC, Testing, User Acceptance Testing, Data Analysis, Software Project..., SQL, SQL Server, Six Sigma, Problem Solving, Business Process..., Documentation, Microsoft SQL Server, Software Documentation, XML, Unix, Business Process, Visual Basic, Visio, Agile Methodologies
Education
University of Florida 1989 — 1992
BS, Materials Science Engineering
University of Phoenix
Masters, Business Administration
Aveta Business Institute
Green Belt Certification, Six Sigma
Avi Lerner, CFA's Wachovia Securities Experience January 2007 - February 2008
Job Principal Analyst at Congressional Budget Office
Industry Research
Experience
Congressional Budget Office January 2010 - Present
Robert W. Baird March 2008 - January 2010
Wachovia Securities January 2007 - February 2008
Mayer Fund, RH Smith School of Business March 2006 - May 2007
Invotex Group June 2006 - August 2006
US Patent & Trademark Office August 1996 - August 2005
Skills
Financial Modeling, Series 7, Portfolio Management, Analysis
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2007
MBA, Finance
University of Michigan 1992 — 1996
BS, Mechanical Engineering & Applied Materials
Congressional Budget Office January 2010 - Present
Robert W. Baird March 2008 - January 2010
Wachovia Securities January 2007 - February 2008
Mayer Fund, RH Smith School of Business March 2006 - May 2007
Invotex Group June 2006 - August 2006
US Patent & Trademark Office August 1996 - August 2005
Skills
Financial Modeling, Series 7, Portfolio Management, Analysis
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2007
MBA, Finance
University of Michigan 1992 — 1996
BS, Mechanical Engineering & Applied Materials
Donald Burton, CFP®'s Wachovia Securities Experience November 1994 - February 2005
Job Burton Wealth Management A Registered Investment Advisor
Industry Financial Services
Experience
Burton Wealth Management - A Registered Investment Advisor August 2014 - Present
LPL Financial February 2005 - August 2014
Wachovia Securities November 1994 - February 2005
Smith Barney March 1990 - December 1993
Wedbush Securities 1989 - 1990
Farwest Financial Savings and Loan 1988 - 1989
Accountants Overload 1987 - 1988
Skills
Wealth Management, Investment Advisory, Financial Planners, Retirement Planning, Investments, Portfolio Management, Strategic Financial..., Securities, Alternative Investments, Personal Finance, Asset Allocation, Mutual Funds, Finance, Insurance, 401k, Wealth, Investment Strategies, Financial Goals, Wealth Management..., Financial Services, Asset Management, Financial Advisory, Retirement, Equities, Pensions, Financial Analysis, IRAs, Mergers & Acquisitions, Fixed Annuities, Estate Planning, Long-term Care, Financial Planning, Annuities, Long Term Care
Education
University of California, Los Angeles 1982 — 1987
Bachelor of Science, Math - Applied Science
Burton Wealth Management - A Registered Investment Advisor August 2014 - Present
LPL Financial February 2005 - August 2014
Wachovia Securities November 1994 - February 2005
Smith Barney March 1990 - December 1993
Wedbush Securities 1989 - 1990
Farwest Financial Savings and Loan 1988 - 1989
Accountants Overload 1987 - 1988
Skills
Wealth Management, Investment Advisory, Financial Planners, Retirement Planning, Investments, Portfolio Management, Strategic Financial..., Securities, Alternative Investments, Personal Finance, Asset Allocation, Mutual Funds, Finance, Insurance, 401k, Wealth, Investment Strategies, Financial Goals, Wealth Management..., Financial Services, Asset Management, Financial Advisory, Retirement, Equities, Pensions, Financial Analysis, IRAs, Mergers & Acquisitions, Fixed Annuities, Estate Planning, Long-term Care, Financial Planning, Annuities, Long Term Care
Education
University of California, Los Angeles 1982 — 1987
Bachelor of Science, Math - Applied Science
Bijoy George's Wachovia Securities Experience January 2008 - August 2008
Job Director Enterprise Informatics and Portfolio Management at Washington University School of Medicine
Industry Information Technology and Services
Experience
Washington University School of Medicine June 2014 - Present
Washington University School of Medicine October 2011 - June 2014
Washington University School of Medicine August 2008 - October 2011
Wachovia Securities January 2008 - August 2008
A.G. Edwards & Sons, Inc. 2006 - December 2007
Maritz 2004 - 2006
AT&T 2002 - 2004
Enterprise Rent-A-Car 1994 - 2001
Allied Informatics Inc 1993 - 1994
Infosys 1991 - 1993
Skills
Program Management, PMP, Software Development, Quality Assurance, Management, Project Planning, Leadership, SDLC, Agile Methodologies, Process Improvement, PMO, Business Analysis, Team Leadership, Visio, Business Intelligence, Telecommunications, Team Building, Vendor Management, Biomedical Informatics, Change Management, Strategic Planning, Project Portfolio..., Clinical Research, Medical Informatics, IRB, System Design, Training & Development, Vision Development, Product Development, Application Development, Business Management, MS Project, Healthcare, Data Analysis, Problem Solving, Research, HIPAA, Clinical Trials, Big Data, ITIL Process
Education
Washington University in St. Louis - Olin Business School 2001 — 2004
MBA, Finance and Management
University of Kerala 1987 — 1991
B.S., Engineering
Washington University School of Medicine June 2014 - Present
Washington University School of Medicine October 2011 - June 2014
Washington University School of Medicine August 2008 - October 2011
Wachovia Securities January 2008 - August 2008
A.G. Edwards & Sons, Inc. 2006 - December 2007
Maritz 2004 - 2006
AT&T 2002 - 2004
Enterprise Rent-A-Car 1994 - 2001
Allied Informatics Inc 1993 - 1994
Infosys 1991 - 1993
Skills
Program Management, PMP, Software Development, Quality Assurance, Management, Project Planning, Leadership, SDLC, Agile Methodologies, Process Improvement, PMO, Business Analysis, Team Leadership, Visio, Business Intelligence, Telecommunications, Team Building, Vendor Management, Biomedical Informatics, Change Management, Strategic Planning, Project Portfolio..., Clinical Research, Medical Informatics, IRB, System Design, Training & Development, Vision Development, Product Development, Application Development, Business Management, MS Project, Healthcare, Data Analysis, Problem Solving, Research, HIPAA, Clinical Trials, Big Data, ITIL Process
Education
Washington University in St. Louis - Olin Business School 2001 — 2004
MBA, Finance and Management
University of Kerala 1987 — 1991
B.S., Engineering
Fasih Farooqui's Wachovia Securities Experience October 2006 - August 2007
Job Assistant Vice President at Ipsos
Industry Marketing and Advertising
Experience
Ipsos May 2011 - Present
Synovate August 2010 - May 2011
Synovate January 2010 - August 2010
Synovate August 2007 - January 2010
Wachovia Securities October 2006 - August 2007
Fannie Mae March 2006 - October 2006
Allstate January 2003 - March 2006
Skills
Business Analytics, Market Analysis
Education
University of Illinois at Chicago 1998 — 2002
Bachelor, Information Decision Sciences
Ipsos May 2011 - Present
Synovate August 2010 - May 2011
Synovate January 2010 - August 2010
Synovate August 2007 - January 2010
Wachovia Securities October 2006 - August 2007
Fannie Mae March 2006 - October 2006
Allstate January 2003 - March 2006
Skills
Business Analytics, Market Analysis
Education
University of Illinois at Chicago 1998 — 2002
Bachelor, Information Decision Sciences
Peter Rhee's Wachovia Securities Experience January 2006 - Present
Job Financial Planner at A.G. Edwards and Financial Services Consultant
Industry Financial Services
Experience
Wachovia Securities January 2006 - Present
Education
University of Illinois at Urbana-Champaign 1989 — 1993
Wachovia Securities January 2006 - Present
Education
University of Illinois at Urbana-Champaign 1989 — 1993
Joshua Topp's Wachovia Securities Experience 2007 - Present
Job Financial Advisor at Wachovia Securities
Industry Financial Services
Experience
Wachovia Securities 2007 - Present
Education
University of Hartford 2001 — 2005
Andover High School/Worcester Academy 1995 — 2001
High School
Wachovia Securities 2007 - Present
Education
University of Hartford 2001 — 2005
Andover High School/Worcester Academy 1995 — 2001
High School
Jean Yang's Wachovia Securities Experience 2002 - 2004
Job Product Development
Industry Consumer Goods
Experience
Mattel March 2012 - Present
Mattel September 2008 - March 2012
MGM Studios March 2007 - September 2008
Lionsgate August 2006 - March 2007
Lionsgate August 2005 - August 2006
Wachovia Securities 2002 - 2004
Skills
Forecasting, Budgeting, Financial Reporting, Financial Analysis, Outlook, Oracle Financials, SAP, Cognos, Analysis
Education
University of California, Irvine 2000 — 2004
Bachelor of Arts, Economics with a Minor in Management
Mattel March 2012 - Present
Mattel September 2008 - March 2012
MGM Studios March 2007 - September 2008
Lionsgate August 2006 - March 2007
Lionsgate August 2005 - August 2006
Wachovia Securities 2002 - 2004
Skills
Forecasting, Budgeting, Financial Reporting, Financial Analysis, Outlook, Oracle Financials, SAP, Cognos, Analysis
Education
University of California, Irvine 2000 — 2004
Bachelor of Arts, Economics with a Minor in Management
Dirk Speyer's Wachovia Securities Experience June 2008 - Present
Job Financial Advisor at Wachovia Securities
Industry Financial Services
Experience
Wachovia Securities June 2008 - Present
Trust Company of America December 2000 - November 2007
Education
University of Colorado Boulder 1988 — 1992
Economics, Theory - on one hand, but on another.
Wachovia Securities June 2008 - Present
Trust Company of America December 2000 - November 2007
Education
University of Colorado Boulder 1988 — 1992
Economics, Theory - on one hand, but on another.
John Zaller, CFA's Wachovia Securities Experience May 2005 - August 2005
Job CoCIO/Managing Director at MAI Capital Management, LLC
Industry Financial Services
Experience
MAI Capital Management, LLC June 2007 - Present
MAI Wealth Advisors, LLC June 2006 - August 2006
Wachovia Securities May 2005 - August 2005
Education
University of Dayton 2003 — 2007
Bachelor of Science, Finance and Economics
MAI Capital Management, LLC June 2007 - Present
MAI Wealth Advisors, LLC June 2006 - August 2006
Wachovia Securities May 2005 - August 2005
Education
University of Dayton 2003 — 2007
Bachelor of Science, Finance and Economics
Jeff Chmielinski's Wachovia Securities Experience 2004 - 2005
Job MBA, LEED AP
Industry Real Estate
Experience
Bank of America 2011 - Present
CB Richard Ellis 2009 - 2011
CB Richard Ellis November 2008 - May 2009
Unum May 2008 - August 2008
BearingPoint 2005 - 2007
Wachovia Securities 2004 - 2005
Skills
Microsoft Excel, Employee Benefits, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Strategy, Portfolio Management, Process Improvement, Mergers, Asset Managment, Risk Management
Education
University of Georgia - Terry College of Business 2007 — 2009
MBA
University of Richmond - Robins School of Business 2000 — 2004
Bachelor of Science in Business Administration
Bank of America 2011 - Present
CB Richard Ellis 2009 - 2011
CB Richard Ellis November 2008 - May 2009
Unum May 2008 - August 2008
BearingPoint 2005 - 2007
Wachovia Securities 2004 - 2005
Skills
Microsoft Excel, Employee Benefits, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Strategy, Portfolio Management, Process Improvement, Mergers, Asset Managment, Risk Management
Education
University of Georgia - Terry College of Business 2007 — 2009
MBA
University of Richmond - Robins School of Business 2000 — 2004
Bachelor of Science in Business Administration
Gregory Weibley's Wachovia Securities Experience October 1998 - June 2005
Job J.P. Morgan Institutional Equity Sales
Industry Financial Services
Experience
J.P. Morgan February 2006 - Present
Wachovia Securities October 1998 - June 2005
BT Alex Brown April 1996 - October 1998
Legg Mason May 1994 - April 1996
KPMG September 1992 - May 1994
Skills
Series 7, Equities, Equity Research, Financial Modeling, Quantitative Analytics, Statistical Modeling, Fixed Income, Investments, Investment Banking, Hedge Funds, Capital Markets, Wealth Management
Education
University of Delaware 1988 — 1992
B.S., Accounting
J.P. Morgan February 2006 - Present
Wachovia Securities October 1998 - June 2005
BT Alex Brown April 1996 - October 1998
Legg Mason May 1994 - April 1996
KPMG September 1992 - May 1994
Skills
Series 7, Equities, Equity Research, Financial Modeling, Quantitative Analytics, Statistical Modeling, Fixed Income, Investments, Investment Banking, Hedge Funds, Capital Markets, Wealth Management
Education
University of Delaware 1988 — 1992
B.S., Accounting
Adnan Haq, PMP's Wachovia Securities Experience October 2007 - May 2011
Job Director at Capital One
Industry Banking
Experience
Capital One July 2014 - Present
Capital One 2012 - Present
Capital One 2011 - Present
Wachovia Securities October 2007 - May 2011
Renaissance Worldwide May 2001 - October 2007
Anderson Financial 1999 - 2000
Skills
Program Management, Management Consulting, Acquisition Integration, SDLC, Management, Post Merger Integration
Education
University of Maryland College Park
MS, Corporate Strategy & Technology Management
Capital One July 2014 - Present
Capital One 2012 - Present
Capital One 2011 - Present
Wachovia Securities October 2007 - May 2011
Renaissance Worldwide May 2001 - October 2007
Anderson Financial 1999 - 2000
Skills
Program Management, Management Consulting, Acquisition Integration, SDLC, Management, Post Merger Integration
Education
University of Maryland College Park
MS, Corporate Strategy & Technology Management
Krishna Bhakta's Wachovia Securities Experience June 2006 - June 2009
Job Principal at SD Realty Group
Industry Real Estate
Experience
SD Realty Group September 2009 - Present
Wachovia Securities June 2006 - June 2009
KPMG June 2005 - August 2005
Zuma Capital Partners June 2004 - February 2005
Skills
Valuation, Mergers & Acquisitions, Financial Analysis, Investments, Financial Modeling, Mergers, Investor Relations, Deal Sourcing
Education
University of California, Los Angeles 2002 — 2006
Bachelor of Science (B.S.), Business Economics
SD Realty Group September 2009 - Present
Wachovia Securities June 2006 - June 2009
KPMG June 2005 - August 2005
Zuma Capital Partners June 2004 - February 2005
Skills
Valuation, Mergers & Acquisitions, Financial Analysis, Investments, Financial Modeling, Mergers, Investor Relations, Deal Sourcing
Education
University of California, Los Angeles 2002 — 2006
Bachelor of Science (B.S.), Business Economics
Carly Suber's Wachovia Securities Experience June 2003 - September 2006
Job Vogue
Industry Publishing
Experience
Conde Nast March 2011 - November 2011
Conde Nast August 2008 - March 2011
Keefe, Bruyette, & Woods January 2007 - July 2008
Wachovia Securities June 2003 - September 2006
Education
University of Florida 1999 — 2003
Finance
Conde Nast March 2011 - November 2011
Conde Nast August 2008 - March 2011
Keefe, Bruyette, & Woods January 2007 - July 2008
Wachovia Securities June 2003 - September 2006
Education
University of Florida 1999 — 2003
Finance
Chris Littleton, PMP's Wachovia Securities Experience 2000 - 2005
Job COO at OTAir LLC
Industry Marketing and Advertising
Experience
OTAir LLC COOOTAir LLCSeptember 2005 - Present
Wachovia Securities 2000 - 2005
Skills
SDLC, Vendor Management, Integration, Business Analysis, CRM
Education
University of Delaware
BA, Mathematics
University of Rhode Island - College of Business Administration
MBA
OTAir LLC COOOTAir LLCSeptember 2005 - Present
Wachovia Securities 2000 - 2005
Skills
SDLC, Vendor Management, Integration, Business Analysis, CRM
Education
University of Delaware
BA, Mathematics
University of Rhode Island - College of Business Administration
MBA
Andy Marschhauser, CTP's Wachovia Securities Experience January 2003 - August 2006
Job Assistant Treasurer / Trader, AVP Delaware at HSBC
Industry Financial Services
Experience
HSBC September 2007 - Present
Barclays August 2006 - September 2007
Wachovia Securities January 2003 - August 2006
Skills
Investments, Bloomberg, Fixed Income, Portfolio Management, Valuation, Asset Management, Capital Markets, Investment Management, Treasury, Cash Management, Liquidity Management, Trading
Education
University of Delaware - Lerner College of Business and Economics 1995 — 2000
Bachelor of Science in Business Administration and Economics, Finance and Economics
HSBC September 2007 - Present
Barclays August 2006 - September 2007
Wachovia Securities January 2003 - August 2006
Skills
Investments, Bloomberg, Fixed Income, Portfolio Management, Valuation, Asset Management, Capital Markets, Investment Management, Treasury, Cash Management, Liquidity Management, Trading
Education
University of Delaware - Lerner College of Business and Economics 1995 — 2000
Bachelor of Science in Business Administration and Economics, Finance and Economics
Elizabeth Kellen's Wachovia Securities Experience September 2004 - April 2009
Job Industrial Designer
Industry Design
Experience
Wells Fargo Advisors, LLC May 2009 - 2010
Wachovia Securities September 2004 - April 2009
Prudential Securities August 1999 - August 2004
Elizabeth Kellen Design January 1985 - March 1999
Sottsass Associati September 1988 - March 1990
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Industrial and Product Design
Wells Fargo Advisors, LLC May 2009 - 2010
Wachovia Securities September 2004 - April 2009
Prudential Securities August 1999 - August 2004
Elizabeth Kellen Design January 1985 - March 1999
Sottsass Associati September 1988 - March 1990
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Industrial and Product Design
Audrey Drechsler's Wachovia Securities Experience February 2005 - May 2009
Job Software Engineer
Industry Information Technology and Services
Experience
Northern Trust September 2009 - May 2013
Northern Trust 2009 - May 2013
Wachovia Securities February 2005 - May 2009
Perficient Inc October 2002 - February 2005
Genisys Consulting, Inc. 2002 - 2004
Lucent Technologies May 1980 - October 2001
Lucent 1980 - 2001
Skills
SQL, C++, C#, C, HTML, Unix, PL/SQL, Shell Scripting, Software Development, OOAD, Design Patterns, Oracle, DB2, Perl, OOP, Agile Methodologies, Software Project..., SOA
Education
University of Illinois at Chicago
BS, Information System Engineering
Northern Trust September 2009 - May 2013
Northern Trust 2009 - May 2013
Wachovia Securities February 2005 - May 2009
Perficient Inc October 2002 - February 2005
Genisys Consulting, Inc. 2002 - 2004
Lucent Technologies May 1980 - October 2001
Lucent 1980 - 2001
Skills
SQL, C++, C#, C, HTML, Unix, PL/SQL, Shell Scripting, Software Development, OOAD, Design Patterns, Oracle, DB2, Perl, OOP, Agile Methodologies, Software Project..., SOA
Education
University of Illinois at Chicago
BS, Information System Engineering
Brian Ellis's Wachovia Securities Experience May 2004 - October 2005
Job Regional Director, General Business at Xactly Corp.
Industry Computer Software
Experience
Xactly Corp February 2015 - Present
Xactly Corp August 2013 - February 2015
Xactly Corp November 2010 - August 2013
Xactly Corporation August 2008 - November 2010
Xactly Corp July 2007 - August 2008
Wachovia Securities May 2004 - October 2005
Precision Parking Valet Company June 2001 - November 2004
Skills
Salesforce.com, SaaS, Sales Operations, Sales Management, Enterprise Software, Lead Generation, Solution Selling, CRM, Sales Process, Cloud Computing, Direct Sales, Account Management, Professional Services, Management, Sales Compensation, Cold Calling, Strategic Partnerships, Sales, Sales Management...
Education
University of Colorado Boulder 2000 — 2004
Sacred Heart Preparatory 1996 — 2000
Xactly Corp February 2015 - Present
Xactly Corp August 2013 - February 2015
Xactly Corp November 2010 - August 2013
Xactly Corporation August 2008 - November 2010
Xactly Corp July 2007 - August 2008
Wachovia Securities May 2004 - October 2005
Precision Parking Valet Company June 2001 - November 2004
Skills
Salesforce.com, SaaS, Sales Operations, Sales Management, Enterprise Software, Lead Generation, Solution Selling, CRM, Sales Process, Cloud Computing, Direct Sales, Account Management, Professional Services, Management, Sales Compensation, Cold Calling, Strategic Partnerships, Sales, Sales Management...
Education
University of Colorado Boulder 2000 — 2004
Sacred Heart Preparatory 1996 — 2000
Christopher Konzen's Wachovia Securities Experience June 2007 - April 2009
Job Associate at Bison Capital
Industry Venture Capital & Private Equity
Experience
Bison Capital December 2014 - Present
Silver Canyon Group August 2012 - December 2014
Sagent Advisors May 2009 - February 2012
Wachovia Securities June 2007 - April 2009
Skills
Valuation, LBO, Financial Modeling, Investment Banking, Private Equity, Mergers & Acquisitions, Business Strategy, Corporate Finance, Venture Capital, M&A experience, Corporate Development
Education
University of California, Los Angeles 2003 — 2007
BA, Business Economics and Accounting
Bison Capital December 2014 - Present
Silver Canyon Group August 2012 - December 2014
Sagent Advisors May 2009 - February 2012
Wachovia Securities June 2007 - April 2009
Skills
Valuation, LBO, Financial Modeling, Investment Banking, Private Equity, Mergers & Acquisitions, Business Strategy, Corporate Finance, Venture Capital, M&A experience, Corporate Development
Education
University of California, Los Angeles 2003 — 2007
BA, Business Economics and Accounting
Mari DeMauro (Roby)'s Wachovia Securities Experience June 2006 - November 2007
Job Real Estate Analyst at Berkadia
Industry Real Estate
Experience
Berkadia April 2012 - Present
Tavernier Capital Partners, LLC June 2010 - October 2012
Tavernier Capital Partners January 2008 - January 2009
Wachovia Securities June 2006 - November 2007
GMAC Commercial Mortgage / Carey Kramer Co. December 1998 - June 2006
Education
University of Georgia - Terry College of Business 1995 — 1996
MBA, Commercial Real Estate & Corp. Finance
University of Florida 1990 — 1993
BS, Business Administration - Marketing
Berkadia April 2012 - Present
Tavernier Capital Partners, LLC June 2010 - October 2012
Tavernier Capital Partners January 2008 - January 2009
Wachovia Securities June 2006 - November 2007
GMAC Commercial Mortgage / Carey Kramer Co. December 1998 - June 2006
Education
University of Georgia - Terry College of Business 1995 — 1996
MBA, Commercial Real Estate & Corp. Finance
University of Florida 1990 — 1993
BS, Business Administration - Marketing
Sae Lee's Wachovia Securities Experience December 2002 - November 2008
Job VP Senior Investment Systems Analyst at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors November 2008 - Present
Wachovia Securities, LLC December 2002 - Present
Wachovia Securities December 2002 - November 2008
Caremark July 1998 - December 2002
Skills
DB2, Oracle, Unix Shell Scripting, Java, Business Analysis, SDLC, Data Warehousing, Business Intelligence, Requirements Gathering, ETL, Business Requirements, Visio, Banking, Data Modeling, PMO, Enterprise Architecture, Portfolio Management, Financial Services, Risk Management, Data Governance, Requirements Analysis, Data Integration, Asset Managment, Integration, Process Improvement, Series 7, SQL, Software Project..., Data Analysis, IT Strategy, Project Portfolio..., Mergers, Investment Banking, SharePoint, Data Quality, Microsoft SQL Server, Project Management, Data Mining, C#, Agile Methodologies, Databases, Data Warehouse..., Database Design, Solution Architecture, Software Development, Unix, Autosys, SSIS, PL/SQL, Application Architecture
Education
DePaul University 1998 — 1999
Computer Science
University of Illinois at Chicago 1991 — 1995
Wells Fargo Advisors November 2008 - Present
Wachovia Securities, LLC December 2002 - Present
Wachovia Securities December 2002 - November 2008
Caremark July 1998 - December 2002
Skills
DB2, Oracle, Unix Shell Scripting, Java, Business Analysis, SDLC, Data Warehousing, Business Intelligence, Requirements Gathering, ETL, Business Requirements, Visio, Banking, Data Modeling, PMO, Enterprise Architecture, Portfolio Management, Financial Services, Risk Management, Data Governance, Requirements Analysis, Data Integration, Asset Managment, Integration, Process Improvement, Series 7, SQL, Software Project..., Data Analysis, IT Strategy, Project Portfolio..., Mergers, Investment Banking, SharePoint, Data Quality, Microsoft SQL Server, Project Management, Data Mining, C#, Agile Methodologies, Databases, Data Warehouse..., Database Design, Solution Architecture, Software Development, Unix, Autosys, SSIS, PL/SQL, Application Architecture
Education
DePaul University 1998 — 1999
Computer Science
University of Illinois at Chicago 1991 — 1995
Alex Rabinovich's Wachovia Securities Experience August 2006 - May 2007
Job Entrepreneur, Real Estate Investor & Developer, Realtor
Industry Real Estate
Experience
Real Estate May 2011 - Present
Flight Sight Advertising February 2008 - January 2012
World Eye Reports 2008 - 2009
RBC Wealth Management June 2007 - October 2008
Wachovia Securities August 2006 - May 2007
Applied Materials 2002 - 2004
Skills
Business Development, Project Management, Marketing, Entrepreneurship, Business Strategy, Strategic Planning, New Business Development, Financial Modeling, Account Management, Marketing Strategy, Microsoft Excel, Online Advertising, Advertising, Start-ups, Real Estate
Education
University of California, Los Angeles 2001 — 2006
BS, Electrical Engineering, Russian Studies
Real Estate May 2011 - Present
Flight Sight Advertising February 2008 - January 2012
World Eye Reports 2008 - 2009
RBC Wealth Management June 2007 - October 2008
Wachovia Securities August 2006 - May 2007
Applied Materials 2002 - 2004
Skills
Business Development, Project Management, Marketing, Entrepreneurship, Business Strategy, Strategic Planning, New Business Development, Financial Modeling, Account Management, Marketing Strategy, Microsoft Excel, Online Advertising, Advertising, Start-ups, Real Estate
Education
University of California, Los Angeles 2001 — 2006
BS, Electrical Engineering, Russian Studies
Jay Ripley's Wachovia Securities Experience 2006 - 2008
Job Principal at Global Endowment Management
Industry Financial Services
Experience
Global Endowment Management January 2014 - Present
Stone Point Capital August 2008 - January 2014
Wachovia Securities 2006 - 2008
Houlihan Lokey 2005 - 2005
Skills
Valuation, Financial Modeling, Investment Banking, Investments, Private Equity, Capital Markets, Corporate Finance, Due Diligence, Equities, LBO, Financial Analysis, DCF, Mergers, Bloomberg, Equity Research, Mergers & Acquisitions, M&A experience
Education
University of Georgia - Terry College of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Global Endowment Management January 2014 - Present
Stone Point Capital August 2008 - January 2014
Wachovia Securities 2006 - 2008
Houlihan Lokey 2005 - 2005
Skills
Valuation, Financial Modeling, Investment Banking, Investments, Private Equity, Capital Markets, Corporate Finance, Due Diligence, Equities, LBO, Financial Analysis, DCF, Mergers, Bloomberg, Equity Research, Mergers & Acquisitions, M&A experience
Education
University of Georgia - Terry College of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Jon Guckenberger's Wachovia Securities Experience May 2006 - May 2008
Job President at TigerHawk Holdings Inc.
Industry Financial Services
Experience
TigerHawk Holdings Inc. April 2009 - Present
Wachovia Securities May 2006 - May 2008
AEGON Asset Management December 1995 - May 2006
Bank of America, N.A. 2004 - 2006
Skills
Capital Markets, Risk Management, Portfolio Management, Strategy, Investments, Finance, Corporate Finance, Banking, Strategic Planning
Education
University of Iowa - Henry B. Tippie College of Business 1998 — 2001
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 1989 — 1994
BBA, Finance
TigerHawk Holdings Inc. April 2009 - Present
Wachovia Securities May 2006 - May 2008
AEGON Asset Management December 1995 - May 2006
Bank of America, N.A. 2004 - 2006
Skills
Capital Markets, Risk Management, Portfolio Management, Strategy, Investments, Finance, Corporate Finance, Banking, Strategic Planning
Education
University of Iowa - Henry B. Tippie College of Business 1998 — 2001
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 1989 — 1994
BBA, Finance
Arthur Lopes's Wachovia Securities Experience February 2007 - September 2007
Job Operations Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2010 - Present
National Planning Corporation June 2009 - March 2010
Harris Financial Advisors May 2008 - May 2009
Wedbush Morgan Securities September 2007 - April 2008
Wachovia Securities February 2007 - September 2007
Envestnet Asset Management February 2005 - February 2007
Charles Schwab 2002 - 2005
Charles Schwab 2000 - 2002
Charles Schwab 1997 - 2000
Education
University of California, Davis 1992 — 1997
Bachelor's degree, Exercise Physiology
Charles Schwab September 2010 - Present
National Planning Corporation June 2009 - March 2010
Harris Financial Advisors May 2008 - May 2009
Wedbush Morgan Securities September 2007 - April 2008
Wachovia Securities February 2007 - September 2007
Envestnet Asset Management February 2005 - February 2007
Charles Schwab 2002 - 2005
Charles Schwab 2000 - 2002
Charles Schwab 1997 - 2000
Education
University of California, Davis 1992 — 1997
Bachelor's degree, Exercise Physiology
J.D. Martin's Wachovia Securities Experience April 2005 - October 2007
Job Supervisory Principal (OSJ) at LPL Financial
Industry Investment Management
Experience
LPL Financial May 2013 - Present
LPL Financial August 2011 - Present
Hewitt Financial Services October 2010 - September 2011
Merrill Lynch & Banc of America Investments June 2008 - April 2010
Wachovia Securities April 2005 - October 2007
Skills
Investments, Retirement Planning, Investment Advisory
Education
University of Maryland College Park 1999 — 2003
B.A., Government & Politics, Economics
North Kingstown High School
North Kingstown High School
LPL Financial May 2013 - Present
LPL Financial August 2011 - Present
Hewitt Financial Services October 2010 - September 2011
Merrill Lynch & Banc of America Investments June 2008 - April 2010
Wachovia Securities April 2005 - October 2007
Skills
Investments, Retirement Planning, Investment Advisory
Education
University of Maryland College Park 1999 — 2003
B.A., Government & Politics, Economics
North Kingstown High School
North Kingstown High School
Leigh Pollak's Wachovia Securities Experience May 1997 - January 2001
Job Managing Director Raymond James & Assoc.
Industry Financial Services
Experience
Raymond James Financial Inc. July 2008 - Present
Citigroup March 2007 - July 2008
Raymond James Financial January 2001 - March 2007
Wachovia Securities May 1997 - January 2001
Skills
Financial Modeling, Equity Research, Equity Valuation, Sell Side, Series 7, Securities, Equities
Education
Weatherhead School of Management at Case Western Reserve University 1996 — 1998
MBA, Finance & Banking
University of Illinois at Urbana-Champaign 1989 — 1993
Raymond James Financial Inc. July 2008 - Present
Citigroup March 2007 - July 2008
Raymond James Financial January 2001 - March 2007
Wachovia Securities May 1997 - January 2001
Skills
Financial Modeling, Equity Research, Equity Valuation, Sell Side, Series 7, Securities, Equities
Education
Weatherhead School of Management at Case Western Reserve University 1996 — 1998
MBA, Finance & Banking
University of Illinois at Urbana-Champaign 1989 — 1993
Calli Alberts's Wachovia Securities Experience June 2004 - September 2004
Job Instructor at MommiesRFit
Industry Health, Wellness and Fitness
Experience
MommiesRFit October 2012 - Present
Roche Financial August 2010 - November 2011
Spectrum March 2010 - September 2010
Adsmart360 February 2009 - July 2009
Patriot Technologies, LLC September 2005 - March 2009
Physicians Medical Management and LaPella SkinCare Center September 2004 - September 2005
Wachovia Securities June 2004 - September 2004
Skills
Recruiting, Management, Marketing, Training, Human Resources, Sales, Email Marketing, Advertising, Online Marketing, Project Management, Interviews, Customer Service, Cold Calling, Employee Benefits, Insurance, Finance, Account Management
Education
University of Kentucky 2000 — 2004
University of Kentucky 2000 — 2004
BA, Marketing, Management
Cary Grove
University of Kentucky
BA, Business Marketing and Management
MommiesRFit October 2012 - Present
Roche Financial August 2010 - November 2011
Spectrum March 2010 - September 2010
Adsmart360 February 2009 - July 2009
Patriot Technologies, LLC September 2005 - March 2009
Physicians Medical Management and LaPella SkinCare Center September 2004 - September 2005
Wachovia Securities June 2004 - September 2004
Skills
Recruiting, Management, Marketing, Training, Human Resources, Sales, Email Marketing, Advertising, Online Marketing, Project Management, Interviews, Customer Service, Cold Calling, Employee Benefits, Insurance, Finance, Account Management
Education
University of Kentucky 2000 — 2004
University of Kentucky 2000 — 2004
BA, Marketing, Management
Cary Grove
University of Kentucky
BA, Business Marketing and Management
Eliot Wilson's Wachovia Securities Experience October 2007 - Present
Job AML Compliance Specialist at Wachovia Securities
Industry Banking
Experience
Wachovia Securities October 2007 - Present
wachovia 2000 - 2007
Education
University of Connecticut 2003 — 2007
BS, Political Science
Wachovia Securities October 2007 - Present
wachovia 2000 - 2007
Education
University of Connecticut 2003 — 2007
BS, Political Science
Christian Weirich's Wachovia Securities Experience September 2000 - June 2008
Job Branch Manager at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2015 - Present
Wells Fargo Advisors, LLC. January 2014 - Present
Wells Fargo Advisors, LLC. June 2008 - January 2014
Common Apparel LLC. October 2007 - April 2009
Wachovia Securities September 2000 - June 2008
Janney Montgomery Scott 1997 - 2000
Delaware Investments 1994 - 1997
Skills
Investments, Financial Advisory, Public Speaking, Retirement Plan..., Securities, Mutual Funds, Retirement Planning, Retirement, Finance, ETFs, Financial Services
Education
University of Maryland College Park 1987 — 1991
Wells Fargo Advisors, LLC April 2015 - Present
Wells Fargo Advisors, LLC. January 2014 - Present
Wells Fargo Advisors, LLC. June 2008 - January 2014
Common Apparel LLC. October 2007 - April 2009
Wachovia Securities September 2000 - June 2008
Janney Montgomery Scott 1997 - 2000
Delaware Investments 1994 - 1997
Skills
Investments, Financial Advisory, Public Speaking, Retirement Plan..., Securities, Mutual Funds, Retirement Planning, Retirement, Finance, ETFs, Financial Services
Education
University of Maryland College Park 1987 — 1991
Jonathan Worthey's Wachovia Securities Experience 2004 - Present
Job Business Analyst at Wells Fargo Advisors
Industry Financial Services
Experience
Wachovia Securities 2004 - Present
Wells Fargo Advisors 2004 - Present
Education
University of Mary Washington
University of Virginia
Wachovia Securities 2004 - Present
Wells Fargo Advisors 2004 - Present
Education
University of Mary Washington
University of Virginia
Bruce Tolbert's Wachovia Securities Experience July 1993 - July 2007
Job Tax Examiner at Internal Revenue
Industry Financial Services
Experience
Internal Revenue December 2009 - Present
Internal Revenue Serivce December 2009 - December 2011
Social Security Administration August 2008 - July 2009
Citigroup June 2008 - August 2008
Bankers Life and Casualty September 2007 - February 2008
Wachovia Securities July 1993 - July 2007
Education
Central Missouri State University 1969 — 1973
Bachelor, Business Administration & Marketing
Internal Revenue December 2009 - Present
Internal Revenue Serivce December 2009 - December 2011
Social Security Administration August 2008 - July 2009
Citigroup June 2008 - August 2008
Bankers Life and Casualty September 2007 - February 2008
Wachovia Securities July 1993 - July 2007
Education
Central Missouri State University 1969 — 1973
Bachelor, Business Administration & Marketing
Audrey Afflerbach's Wachovia Securities Experience February 2003 - October 2008
Job Commercial Real Estate Professional
Industry Commercial Real Estate
Experience
Helix Financial, now Blackrock Solutions May 2009 - August 2009
Wachovia Securities February 2003 - October 2008
First Union National Bank June 1998 - September 2000
Skills
CMBS, Securitization, Business Development, Real Estate, Portfolio Management, Asset Management, Fixed Income, Loan Origination, Loans, Structured Products, Due Diligence, Valuation, Real Estate Economics, Commercial Mortgages, Structured Finance, Commercial Real Estate, Financial Modeling, Financial Structuring, Underwriting, Credit, Real Estate Financing, Mortgage Servicing, Real Estate Transactions, Financial Analysis, Loan Servicing, Mortgage Underwriting
Education
University of Mary Washington
B.S., Business Administration
Helix Financial, now Blackrock Solutions May 2009 - August 2009
Wachovia Securities February 2003 - October 2008
First Union National Bank June 1998 - September 2000
Skills
CMBS, Securitization, Business Development, Real Estate, Portfolio Management, Asset Management, Fixed Income, Loan Origination, Loans, Structured Products, Due Diligence, Valuation, Real Estate Economics, Commercial Mortgages, Structured Finance, Commercial Real Estate, Financial Modeling, Financial Structuring, Underwriting, Credit, Real Estate Financing, Mortgage Servicing, Real Estate Transactions, Financial Analysis, Loan Servicing, Mortgage Underwriting
Education
University of Mary Washington
B.S., Business Administration
Brad Farris's Wachovia Securities Experience 2000 - Present
Job Director at Wachovia Securities
Industry Banking
Experience
Wachovia Securities 2000 - Present
American National Bank 1994 - 1996
Education
University of Illinois at Urbana-Champaign 1990 — 1994
Wachovia Securities 2000 - Present
American National Bank 1994 - 1996
Education
University of Illinois at Urbana-Champaign 1990 — 1994
Janet Gaines's Wachovia Securities Experience January 1993 - January 2009
Job System Analyst at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2009 - Present
Wachovia Securities January 1993 - January 2009
Combined Insurance Company of America 1983 - 1993
Skills
Data Warehousing, SDLC, Requirements Gathering, Visio, Requirements Analysis, Business Analysis, SQL, Business Intelligence, DB2
Education
University of Illinois at Urbana-Champaign 1971 — 1975
Wells Fargo Advisors January 2009 - Present
Wachovia Securities January 1993 - January 2009
Combined Insurance Company of America 1983 - 1993
Skills
Data Warehousing, SDLC, Requirements Gathering, Visio, Requirements Analysis, Business Analysis, SQL, Business Intelligence, DB2
Education
University of Illinois at Urbana-Champaign 1971 — 1975
Anna Retsema's Wachovia Securities Experience July 2007 - December 2008
Job WFA Regional Supervisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2014 - Present
Wells Fargo Advisors January 2009 - March 2014
Wachovia Securities July 2007 - December 2008
Wachovia Securities June 2005 - July 2007
RBC Dain Rauscher April 2004 - May 2005
Wells Fargo Investments May 2001 - March 2004
Ameriprise Financial Advisors November 1996 - May 2001
IBM Global Services June 1996 - November 1996
Skills
Series 9, Series 10, Series 7, Series 63, Investments, Securities, Brokerage, Financial Services, Banking
Education
The University of Connecticut 1988 — 1993
Bachelor's, Political Science
Wells Fargo Advisors March 2014 - Present
Wells Fargo Advisors January 2009 - March 2014
Wachovia Securities July 2007 - December 2008
Wachovia Securities June 2005 - July 2007
RBC Dain Rauscher April 2004 - May 2005
Wells Fargo Investments May 2001 - March 2004
Ameriprise Financial Advisors November 1996 - May 2001
IBM Global Services June 1996 - November 1996
Skills
Series 9, Series 10, Series 7, Series 63, Investments, Securities, Brokerage, Financial Services, Banking
Education
The University of Connecticut 1988 — 1993
Bachelor's, Political Science
Juan C. Aragon's Wachovia Securities Experience 2004 - 2006
Job Underwriting at Berkeley Point Capital LLC, a Cantor Commercial Real Estate Company
Industry Investment Banking
Experience
Berkeley Point Capital LLC, a Cantor Commercial Real Estate Company January 2015 - Present
Freddie Mac Multifamily August 2011 - December 2014
Wells Fargo 2010 - 2011
LaSalle Bank/ABN AMRO Bank N.V. 2006 - 2009
Wachovia Securities 2004 - 2006
Skills
Structured Finance, Structured Products, Investment Banking, Capital Markets, Leveraged Finance, Debt, Private Equity, Underwriting, Loans, CMBS, Balance Sheet, Credit, Cash Flow Lending, Portfolio Management, Financial Modeling, Proformas, Excel models, Loan Origination, Bridge Loans, Joint Ventures, Principal Investing, Team Leadership, Acquisitions, Preferred equity, Securitization, Agency finance, Valuation, Interest Rate Swaps, Corporate Finance, Capital Raising, Commercial Real Estate, Funding
Education
University of California, Riverside 1996 — 2000
Bachelor of Arts (B.A.), Business-Econmics
Berkeley Point Capital LLC, a Cantor Commercial Real Estate Company January 2015 - Present
Freddie Mac Multifamily August 2011 - December 2014
Wells Fargo 2010 - 2011
LaSalle Bank/ABN AMRO Bank N.V. 2006 - 2009
Wachovia Securities 2004 - 2006
Skills
Structured Finance, Structured Products, Investment Banking, Capital Markets, Leveraged Finance, Debt, Private Equity, Underwriting, Loans, CMBS, Balance Sheet, Credit, Cash Flow Lending, Portfolio Management, Financial Modeling, Proformas, Excel models, Loan Origination, Bridge Loans, Joint Ventures, Principal Investing, Team Leadership, Acquisitions, Preferred equity, Securitization, Agency finance, Valuation, Interest Rate Swaps, Corporate Finance, Capital Raising, Commercial Real Estate, Funding
Education
University of California, Riverside 1996 — 2000
Bachelor of Arts (B.A.), Business-Econmics
Michelle Farmer's Wachovia Securities Experience 1999 - 2001
Job Global Strategic Manager at KimberlyClark Health Care
Industry Hospital & Health Care
Experience
Kimberly-Clark Health Care December 2013 - Present
Kimberly-Clark Health Care October 2011 - December 2013
Kimberly-Clark September 2009 - January 2012
Kimberly-Clark January 2006 - September 2009
Fitzgerald+CO June 2003 - January 2006
Velant, Inc. 2001 - 2003
Wachovia Securities 1999 - 2001
Skills
Product Launch, Cross-functional Team..., Consumer Products, Marketing
Education
University of Florida - Warrington College of Business Administration 1995 — 1999
University of Oxford 1998 — 1998
Business/Managerial Economics
Kimberly-Clark Health Care December 2013 - Present
Kimberly-Clark Health Care October 2011 - December 2013
Kimberly-Clark September 2009 - January 2012
Kimberly-Clark January 2006 - September 2009
Fitzgerald+CO June 2003 - January 2006
Velant, Inc. 2001 - 2003
Wachovia Securities 1999 - 2001
Skills
Product Launch, Cross-functional Team..., Consumer Products, Marketing
Education
University of Florida - Warrington College of Business Administration 1995 — 1999
University of Oxford 1998 — 1998
Business/Managerial Economics
Daniel Beaudry's Wachovia Securities Experience May 2008 - Present
Job Student at Wake Forest University School of Law
Industry Banking
Experience
Wachovia Securities May 2008 - Present
GNU May 2006 - August 2006
Anheuser-Busch August 2002 - August 2003
Education
Wake Forest University School of Business 2005 — 2009
MBA, Finance
Wake Forest University School of Law 2005 — 2009
University of Georgia - Terry College of Business 2003 — 2005
BA, Finance
Wachovia Securities May 2008 - Present
GNU May 2006 - August 2006
Anheuser-Busch August 2002 - August 2003
Education
Wake Forest University School of Business 2005 — 2009
MBA, Finance
Wake Forest University School of Law 2005 — 2009
University of Georgia - Terry College of Business 2003 — 2005
BA, Finance
Reva Verma's Wachovia Securities Experience June 2004 - December 2004
Job Sr. Consultant Benefit Systems at Blue Cross and Blue Shield Association
Industry Health, Wellness and Fitness
Experience
Blue Cross and Blue Shield Association January 2013 - Present
Blue Cross and Blue Shield Association March 2009 - January 2013
Mercer May 2005 - 2008
Wachovia Securities June 2004 - December 2004
Skills
Microsoft Excel, Employee Benefits, Benefits Administration, Defined Benefit, Retirement, Data Analysis, Customer Service, Mathematics, Process Improvement, PowerPoint, Microsoft Word, Access, Pensions, SQL
Education
University of Illinois at Chicago 2002 — 2006
Bachelor of Science (B.S.), Statistics and Operations Research
Blue Cross and Blue Shield Association January 2013 - Present
Blue Cross and Blue Shield Association March 2009 - January 2013
Mercer May 2005 - 2008
Wachovia Securities June 2004 - December 2004
Skills
Microsoft Excel, Employee Benefits, Benefits Administration, Defined Benefit, Retirement, Data Analysis, Customer Service, Mathematics, Process Improvement, PowerPoint, Microsoft Word, Access, Pensions, SQL
Education
University of Illinois at Chicago 2002 — 2006
Bachelor of Science (B.S.), Statistics and Operations Research
Paul Silker's Wachovia Securities Experience May 1999 - July 2009
Job Banking Business Analyst at MoadBus Inc.
Industry Information Services
Experience
MoadBus Inc. February 2011 - Present
Silker's General Merchandise January 2010 - January 2011
Wachovia Securities May 1999 - July 2009
Geac Financial Services October 1987 - December 1998
Education
University of Iowa - Henry B. Tippie College of Business 1982 — 1987
BS, MIS
MoadBus Inc. February 2011 - Present
Silker's General Merchandise January 2010 - January 2011
Wachovia Securities May 1999 - July 2009
Geac Financial Services October 1987 - December 1998
Education
University of Iowa - Henry B. Tippie College of Business 1982 — 1987
BS, MIS
Adam Hachmeister's Wachovia Securities Experience March 2008 - November 2009
Job Foreign Exchange Sales at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank November 2009 - Present
Wachovia Securities March 2008 - November 2009
BlackHawk Capital Management August 2007 - January 2008
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
BBA, Finance and Marketing
Wells Fargo Bank November 2009 - Present
Wachovia Securities March 2008 - November 2009
BlackHawk Capital Management August 2007 - January 2008
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
BBA, Finance and Marketing
Doug Spamer's Wachovia Securities Experience February 2002 - Present
Job Associate at Wachovia Securities
Industry Real Estate
Experience
Wachovia Securities February 2002 - Present
Wells Fargo 2002 - Present
Skills
Asset Managment, Valuation
Education
University of Michigan 1987 — 1992
Bachelors, Economics & SE Asian Studies
Wachovia Securities February 2002 - Present
Wells Fargo 2002 - Present
Skills
Asset Managment, Valuation
Education
University of Michigan 1987 — 1992
Bachelors, Economics & SE Asian Studies
Evelina Bonfim's Wachovia Securities Experience September 2005 - August 2007
Job Bank Infrastructure Analyst Treasury at GE Capital
Industry Financial Services
Experience
GE Capital July 2012 - Present
Genworth Financial September 2011 - October 2012
Genworth Financial March 2008 - September 2011
Wachovia Securities September 2005 - August 2007
Wachovia Securities November 2004 - September 2005
Skills
Customer Relations, Client Services, Fixed Income, Excel, PowerPoint, Word, Investments, Microsoft Office, Process Improvement, Customer Service, Outlook, Data Analysis, Lotus Notes, Business Process..., Analysis, Account Reconciliation, Reconciliation, Financial Services, Equities, Portfolio Management, Microsoft Excel, Asset Management, Financial Risk, Back Office
Education
University of Connecticut
Bachelor of Science, Business and Technology
GE Capital July 2012 - Present
Genworth Financial September 2011 - October 2012
Genworth Financial March 2008 - September 2011
Wachovia Securities September 2005 - August 2007
Wachovia Securities November 2004 - September 2005
Skills
Customer Relations, Client Services, Fixed Income, Excel, PowerPoint, Word, Investments, Microsoft Office, Process Improvement, Customer Service, Outlook, Data Analysis, Lotus Notes, Business Process..., Analysis, Account Reconciliation, Reconciliation, Financial Services, Equities, Portfolio Management, Microsoft Excel, Asset Management, Financial Risk, Back Office
Education
University of Connecticut
Bachelor of Science, Business and Technology
Kelly Rosa's Wachovia Securities Experience September 2008 - March 2009
Job Capital One
Industry Financial Services
Experience
Capital One November 2014 - Present
Connexions Loyalty March 2012 - November 2014
Connexions Loyalty December 2010 - March 2012
Mortgage Outreach Services April 2009 - September 2010
Wachovia Securities September 2008 - March 2009
Wachovia Securities, LLC July 2006 - September 2008
Wachovia Securities August 2004 - July 2006
Smithsonian American Art Museum May 2003 - December 2003
Smithsonian American Art Museum January 2000 - May 2003
Smithsonian American Art Museum January 1995 - January 2000
Skills
Leadership, Marketing Communications, Account Management, Project Management, Community Outreach, Training, Call Centers, Program Management, Budgets, Strategy, Microsoft Excel, Marketing Strategy
Education
University of Delaware 1986 — 1990
Bachelor of Art, Art History
University of Delaware's Exchange
Capital One November 2014 - Present
Connexions Loyalty March 2012 - November 2014
Connexions Loyalty December 2010 - March 2012
Mortgage Outreach Services April 2009 - September 2010
Wachovia Securities September 2008 - March 2009
Wachovia Securities, LLC July 2006 - September 2008
Wachovia Securities August 2004 - July 2006
Smithsonian American Art Museum May 2003 - December 2003
Smithsonian American Art Museum January 2000 - May 2003
Smithsonian American Art Museum January 1995 - January 2000
Skills
Leadership, Marketing Communications, Account Management, Project Management, Community Outreach, Training, Call Centers, Program Management, Budgets, Strategy, Microsoft Excel, Marketing Strategy
Education
University of Delaware 1986 — 1990
Bachelor of Art, Art History
University of Delaware's Exchange
Dagan Josephson's Wachovia Securities Experience 2007 - 2010
Job Director, Corporate Development at Pandora
Industry Internet
Experience
Pandora 2014 - Present
Microsoft 2011 - 2014
Wachovia Securities 2007 - 2010
Skills
Financial Modeling, Corporate Development, Business Strategy, Financial Analysis, Strategy, Mergers, Corporate Finance, Investments, Equities, Mergers & Acquisitions, Investment Banking, Private Equity, Business Alliances, Due Diligence, PowerPoint, Management, Strategic Partnerships, Valuation
Education
University of California, Los Angeles 2003 — 2007
Bachelor’s Degree, Economics
Pandora 2014 - Present
Microsoft 2011 - 2014
Wachovia Securities 2007 - 2010
Skills
Financial Modeling, Corporate Development, Business Strategy, Financial Analysis, Strategy, Mergers, Corporate Finance, Investments, Equities, Mergers & Acquisitions, Investment Banking, Private Equity, Business Alliances, Due Diligence, PowerPoint, Management, Strategic Partnerships, Valuation
Education
University of California, Los Angeles 2003 — 2007
Bachelor’s Degree, Economics
Keith Carlson's Wachovia Securities Experience May 2005 - May 2006
Job Investment Banker at Silverstone Advisors LLC
Industry Financial Services
Experience
Silverstone Advisors LLC October 2014 - Present
Transformational Advisory, LLC May 2014 - Present
Vantiv May 2013 - May 2014
CapitalSouth Partners August 2007 - June 2013
Banc of America Securities June 2006 - June 2007
Wachovia Securities May 2005 - May 2006
Tempur-Pedic May 2004 - May 2005
Skills
Financial Modeling, Debt, Securities, Cash Flow Forecasting, Capital, Financial Analysis, Due Diligence, Investments, Portfolio Management, Loans, Data Analysis, Cash Flow, Credit, Analytics, Funding, Public Companies, Analysis, Mergers, Excel, Balance, Microsoft Excel, Mergers & Acquisitions, Investment Banking, Private Equity, Equities, Valuation, Finance, Capital Markets, Strategy
Education
University of Kentucky 2001 — 2005
B.S., Finance
Western Kentucky University 2001 — 2001
Bachelor of Science (B.S.), Finance and Financial Management Services
Silverstone Advisors LLC October 2014 - Present
Transformational Advisory, LLC May 2014 - Present
Vantiv May 2013 - May 2014
CapitalSouth Partners August 2007 - June 2013
Banc of America Securities June 2006 - June 2007
Wachovia Securities May 2005 - May 2006
Tempur-Pedic May 2004 - May 2005
Skills
Financial Modeling, Debt, Securities, Cash Flow Forecasting, Capital, Financial Analysis, Due Diligence, Investments, Portfolio Management, Loans, Data Analysis, Cash Flow, Credit, Analytics, Funding, Public Companies, Analysis, Mergers, Excel, Balance, Microsoft Excel, Mergers & Acquisitions, Investment Banking, Private Equity, Equities, Valuation, Finance, Capital Markets, Strategy
Education
University of Kentucky 2001 — 2005
B.S., Finance
Western Kentucky University 2001 — 2001
Bachelor of Science (B.S.), Finance and Financial Management Services
Melinda Rivera's Wachovia Securities Experience July 2005 - July 2009
Job Human Resources Generalist II at Mission Federal Credit Union
Industry Human Resources
Experience
Mission Federal Credit Union October 2014 - Present
San Ysidro Health Center October 2011 - October 2014
Veterans Medical Research Foundation November 2009 - September 2011
Wachovia Securities July 2005 - July 2009
Newgen Results Corporation September 2004 - July 2005
Integrity Staffing June 2004 - September 2004
Charter Communications March 2001 - September 2003
Technical Professionals (contracts through staffing agencies) July 1999 - November 2000
Evans Hotels February 1998 - June 1999
Skills
Employee Relations, Performance Management, Employee Training, Leave of Absence, HRIS, Talent Acquisition, Deferred Compensation, Talent Management, New Hire Orientations, Onboarding, Human Resources, Benefits Administration, Employee Engagement, Applicant Tracking..., Employment Law, Organizational..., Employee Benefits, College Recruiting, FMLA
Education
University of California, San Diego 2007 — 2010
Certificate, Human Resource Management
University of California, San Diego 1993 — 1997
Bachelor's, English Literature
Mission Federal Credit Union October 2014 - Present
San Ysidro Health Center October 2011 - October 2014
Veterans Medical Research Foundation November 2009 - September 2011
Wachovia Securities July 2005 - July 2009
Newgen Results Corporation September 2004 - July 2005
Integrity Staffing June 2004 - September 2004
Charter Communications March 2001 - September 2003
Technical Professionals (contracts through staffing agencies) July 1999 - November 2000
Evans Hotels February 1998 - June 1999
Skills
Employee Relations, Performance Management, Employee Training, Leave of Absence, HRIS, Talent Acquisition, Deferred Compensation, Talent Management, New Hire Orientations, Onboarding, Human Resources, Benefits Administration, Employee Engagement, Applicant Tracking..., Employment Law, Organizational..., Employee Benefits, College Recruiting, FMLA
Education
University of California, San Diego 2007 — 2010
Certificate, Human Resource Management
University of California, San Diego 1993 — 1997
Bachelor's, English Literature
Finch David's Wachovia Securities Experience 1999 - 2004
Job Associate Vice president of Investments at Ameriprise Financial
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. May 2004 - Present
Wachovia Securities 1999 - 2004
Education
University of Iowa 1985 — 1989
BBA, Business
Ameriprise Financial Services, Inc. May 2004 - Present
Wachovia Securities 1999 - 2004
Education
University of Iowa 1985 — 1989
BBA, Business
Kyle Duff's Wachovia Securities Experience June 2007 - September 2008
Job Experienced Sales Professional
Industry Marketing and Advertising
Experience
Belukus Marketing April 2014 - August 2015
Michelin July 2011 - October 2013
Michelin July 2009 - June 2011
L.L.Bean October 2008 - July 2009
Wachovia Securities June 2007 - September 2008
Luttner Financial Group January 2006 - June 2007
Skills
Sales Management, Account Management, Sales, New Business Development, Sales Process, Marketing, Marketing Strategy, Forecasting, Customer Service, Strategic Planning, Negotiation, Management, Business Development, Pricing, Business Planning
Education
Winthrop University 2002 — 2005
Bachelor of Science (BS), Sport Management
University of Kentucky 2001 — 2002
Belukus Marketing April 2014 - August 2015
Michelin July 2011 - October 2013
Michelin July 2009 - June 2011
L.L.Bean October 2008 - July 2009
Wachovia Securities June 2007 - September 2008
Luttner Financial Group January 2006 - June 2007
Skills
Sales Management, Account Management, Sales, New Business Development, Sales Process, Marketing, Marketing Strategy, Forecasting, Customer Service, Strategic Planning, Negotiation, Management, Business Development, Pricing, Business Planning
Education
Winthrop University 2002 — 2005
Bachelor of Science (BS), Sport Management
University of Kentucky 2001 — 2002
Thomas Kilpatrick's Wachovia Securities Experience August 2005 - Present
Job Financial Advisor at Wachovia Securities
Industry Financial Services
Experience
Wachovia Securities August 2005 - Present
Education
University of Georgia - Terry College of Business 1988 — 1992
BBA, Risk Management & Insurance
Wachovia Securities August 2005 - Present
Education
University of Georgia - Terry College of Business 1988 — 1992
BBA, Risk Management & Insurance
Amy Kearney's Wachovia Securities Experience June 2000 - February 2007
Job Financial Analyst at Colorado Springs Utilities
Industry Utilities
Experience
Colorado Springs Utilities December 2011 - Present
Honeywell Technology Solutions, Inc. September 2009 - December 2011
Western International Securities September 2008 - December 2009
Merrill Lynch February 2007 - September 2008
Wachovia Securities June 2000 - February 2007
Skills
Financial Analysis, Financial Planning, Investments, Asset Management, Equities, Statistics, Asset Managment, Strategic Financial..., Corporate Finance, Analysis, Risk Management, Management
Education
University of Colorado at Colorado Springs 2007 — 2010
Bachelors, Business with Finance/Accounting Emphasis
Colorado Springs Utilities December 2011 - Present
Honeywell Technology Solutions, Inc. September 2009 - December 2011
Western International Securities September 2008 - December 2009
Merrill Lynch February 2007 - September 2008
Wachovia Securities June 2000 - February 2007
Skills
Financial Analysis, Financial Planning, Investments, Asset Management, Equities, Statistics, Asset Managment, Strategic Financial..., Corporate Finance, Analysis, Risk Management, Management
Education
University of Colorado at Colorado Springs 2007 — 2010
Bachelors, Business with Finance/Accounting Emphasis
Richard Li's Wachovia Securities Experience June 2008 - October 2008
Job Senior Analyst at Autonomy Capital
Industry Investment Management
Experience
Autonomy Capital July 2011 - Present
JPMorgan Chase May 2010 - July 2011
JPMorgan November 2008 - July 2010
Wachovia Securities June 2008 - October 2008
The Center for Automotive Research July 2007 - May 2008
Skills
Private Equity, Distressed Debt, Equities, LBO, Financial Modeling, Credit Analysis, Debt, High Yield, Credit Trading, Valuation, Mergers & Acquisitions, Investments, Leveraged Finance, Due Diligence, Trading, Finance
Education
University of Michigan 2003 — 2007
B.S., Economics
Autonomy Capital July 2011 - Present
JPMorgan Chase May 2010 - July 2011
JPMorgan November 2008 - July 2010
Wachovia Securities June 2008 - October 2008
The Center for Automotive Research July 2007 - May 2008
Skills
Private Equity, Distressed Debt, Equities, LBO, Financial Modeling, Credit Analysis, Debt, High Yield, Credit Trading, Valuation, Mergers & Acquisitions, Investments, Leveraged Finance, Due Diligence, Trading, Finance
Education
University of Michigan 2003 — 2007
B.S., Economics
Barbara Jaffe's Wachovia Securities Experience 1978 - 2008
Job Executive Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2008 - Present
Smith Barney 2008 - Present
Morgan Stanley Smith Barney 2009 - 2010
Wachovia Securities 1978 - 2008
Prudential Securities 1978 - 2003
Skills
Equities, Wealth Management, Mutual Funds, Series 7, Securities, Series 63, Portfolio Management, Asset Allocation, Alternative Investments, FINRA, Derivatives, Options
Education
University of Florida
Morgan Stanley Smith Barney September 2008 - Present
Smith Barney 2008 - Present
Morgan Stanley Smith Barney 2009 - 2010
Wachovia Securities 1978 - 2008
Prudential Securities 1978 - 2003
Skills
Equities, Wealth Management, Mutual Funds, Series 7, Securities, Series 63, Portfolio Management, Asset Allocation, Alternative Investments, FINRA, Derivatives, Options
Education
University of Florida
Timothy Koerper's Wachovia Securities Experience February 2006 - March 2010
Job Financial Advisor at Wells Fargo Advisors., LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2011 - Present
Chase Investment Services Corp. March 2010 - October 2011
Wachovia Securities February 2006 - March 2010
Skills
Investments, Financial Analysis, Retirement Planning, Mutual Funds, High Net Worth..., Financial Advisory, Wealth Strategies, Wealth Planning, Wealth Transfer, Portfolio Analysis, Strategic Planning, Asset Management, Finance, Financial Planning, Financial Services, Insurance, Securities, Uniform Combined State...
Education
University of Central Florida 1998 — 2002
B.A.
Wells Fargo Advisors, LLC October 2011 - Present
Chase Investment Services Corp. March 2010 - October 2011
Wachovia Securities February 2006 - March 2010
Skills
Investments, Financial Analysis, Retirement Planning, Mutual Funds, High Net Worth..., Financial Advisory, Wealth Strategies, Wealth Planning, Wealth Transfer, Portfolio Analysis, Strategic Planning, Asset Management, Finance, Financial Planning, Financial Services, Insurance, Securities, Uniform Combined State...
Education
University of Central Florida 1998 — 2002
B.A.
Knox Burns's Wachovia Securities Experience September 2005 - December 2005
Job Division Finance Manager at DaVita
Industry Hospital & Health Care
Experience
DaVita January 2014 - Present
DaVita June 2013 - September 2013
Forbes Mergers & Acquisitions February 2013 - May 2013
Bank of the West April 2009 - August 2012
Bank of the West September 2006 - March 2009
Bank of the West May 2006 - September 2006
The North Face January 2006 - April 2006
Wachovia Securities September 2005 - December 2005
Skills
Nationwide Mortgage..., Colorado Life and..., Colorado Accident and..., Financial Industry..., Sales, Investments, Business Development, Loans, Customer Service, Sales Management, Market Research, Analysis, Financial Services, Management, Financial Analysis, Credit, Banking, Finance, Risk Management
Education
University of Denver - Daniels College of Business 2012 — 2014
Master of Science (MS), Finance
University of Georgia - Terry College of Business 2001 — 2005
Bachelor of Business Administration, Economics
DaVita January 2014 - Present
DaVita June 2013 - September 2013
Forbes Mergers & Acquisitions February 2013 - May 2013
Bank of the West April 2009 - August 2012
Bank of the West September 2006 - March 2009
Bank of the West May 2006 - September 2006
The North Face January 2006 - April 2006
Wachovia Securities September 2005 - December 2005
Skills
Nationwide Mortgage..., Colorado Life and..., Colorado Accident and..., Financial Industry..., Sales, Investments, Business Development, Loans, Customer Service, Sales Management, Market Research, Analysis, Financial Services, Management, Financial Analysis, Credit, Banking, Finance, Risk Management
Education
University of Denver - Daniels College of Business 2012 — 2014
Master of Science (MS), Finance
University of Georgia - Terry College of Business 2001 — 2005
Bachelor of Business Administration, Economics
Keenya T. Justice's Wachovia Securities Experience 2001 - 2004
Job Principal, The Justice Firm, LLC
Industry Law Practice
Experience
The Justice Firm, LLC January 2005 - Present
Wachovia Securities 2001 - 2004
Banc of America Securities 1999 - 2001
Skills
Civil Litigation, Mediation, Courts, Government, Commercial Litigation, Trials, Real Estate, Contract Negotiation, Litigation, Wills, Corporate Law
Education
University of North Carolina at Chapel Hill - School of Law & Kenan Flagler Business School 1993 — 1997
1997, Juris Doctor & Master of Business Administration
University of Massachusetts, Amherst 1984 — 1989
Bachelor of Business Adminstration, Major: Finance; Minor: Economics
The Justice Firm, LLC January 2005 - Present
Wachovia Securities 2001 - 2004
Banc of America Securities 1999 - 2001
Skills
Civil Litigation, Mediation, Courts, Government, Commercial Litigation, Trials, Real Estate, Contract Negotiation, Litigation, Wills, Corporate Law
Education
University of North Carolina at Chapel Hill - School of Law & Kenan Flagler Business School 1993 — 1997
1997, Juris Doctor & Master of Business Administration
University of Massachusetts, Amherst 1984 — 1989
Bachelor of Business Adminstration, Major: Finance; Minor: Economics
Andrew Delaney's Wachovia Securities Experience May 2007 - August 2007
Job Healthcare Analyst at Huron Consulting Group
Industry Management Consulting
Experience
Huron Consulting Group July 2013 - Present
Illinois Business Consulting, University of Illinois September 2011 - June 2013
Teach for America June 2009 - June 2011
LUCKY VOICE PRIVATE KARAOKE July 2008 - August 2008
WACHOVIA SECURITIES May 2007 - August 2007
Skills
Project Management, PowerPoint, Budgets, Data Analysis, Forecasting, Research, Leadership, Teaching, Mergers & Acquisitions, Analysis, Market Research, Management Consulting, Business Strategy, Public Speaking, Program Management, Strategic Planning, Management, Microsoft Office, Financial Analysis, Microsoft Excel
Education
University of Illinois at Urbana-Champaign 2011 — 2013
Master of Business Administration (M.B.A.), Strategic Management
UNIVERSITY OF NORTH CAROLINA 2005 — 2009
BA, Economics, History
Huron Consulting Group July 2013 - Present
Illinois Business Consulting, University of Illinois September 2011 - June 2013
Teach for America June 2009 - June 2011
LUCKY VOICE PRIVATE KARAOKE July 2008 - August 2008
WACHOVIA SECURITIES May 2007 - August 2007
Skills
Project Management, PowerPoint, Budgets, Data Analysis, Forecasting, Research, Leadership, Teaching, Mergers & Acquisitions, Analysis, Market Research, Management Consulting, Business Strategy, Public Speaking, Program Management, Strategic Planning, Management, Microsoft Office, Financial Analysis, Microsoft Excel
Education
University of Illinois at Urbana-Champaign 2011 — 2013
Master of Business Administration (M.B.A.), Strategic Management
UNIVERSITY OF NORTH CAROLINA 2005 — 2009
BA, Economics, History
Adrian Jimenez's Wachovia Securities Experience June 2007 - December 2007
Job Vice President, Leasing at Sterling Organization
Industry Real Estate
Experience
Sterling Organization April 2008 - Present
Wachovia Securities June 2007 - December 2007
Gazit Group USA January 2007 - June 2007
Collateral Real Estate Capital, LLC 2004 - 2006
Skills
Disposition, Real Estate, Real Estate Economics, Real Estate Development, Location Intelligence, Shopping Centers, Leases, Property Management, Brokerage, Land Acquisition, Lease Negotiations, Asset Managment, Real Estate Transactions, Investment Properties, Tenant, Acquisitions, Lease Administration, Landlords, Tenant Representation, Dispositions, Asset Management
Education
University of Florida - Warrington College Of Business 2003 — 2004
Master of Science (M.S.), Real Estate
University of Florida - Warrington College Of Business 1997 — 2001
Bachelor of Science, Finance, General
St. Thomas Aquinas HS 1994 — 1997
Sterling Organization April 2008 - Present
Wachovia Securities June 2007 - December 2007
Gazit Group USA January 2007 - June 2007
Collateral Real Estate Capital, LLC 2004 - 2006
Skills
Disposition, Real Estate, Real Estate Economics, Real Estate Development, Location Intelligence, Shopping Centers, Leases, Property Management, Brokerage, Land Acquisition, Lease Negotiations, Asset Managment, Real Estate Transactions, Investment Properties, Tenant, Acquisitions, Lease Administration, Landlords, Tenant Representation, Dispositions, Asset Management
Education
University of Florida - Warrington College Of Business 2003 — 2004
Master of Science (M.S.), Real Estate
University of Florida - Warrington College Of Business 1997 — 2001
Bachelor of Science, Finance, General
St. Thomas Aquinas HS 1994 — 1997
David Buchsbaum's Wachovia Securities Experience April 1999 - 2002
Job Principal at Boxwood Research
Industry Venture Capital & Private Equity
Experience
Boxwood Research 2007 - Present
Jewelcor Management/Holtzman Opportunity Fund 2006 - 2007
Stanford Group Company January 2003 - July 2005
Wachovia Securities April 1999 - 2002
Interstate/Johnson Lane November 1998 - April 1999
Southeast Research Partners 1994 - 1998
Claire's Accessories 1988 - 1993
Skills
Mergers & Acquisitions, Venture Capital, Finance, Investments, Press Releases, Equity Research, Hedge Funds, Financial Modeling, Equities, Valuation, Private Equity, Corporate Development, Corporate Finance, Fixed Income, Asset Management, Trading, Emerging Markets, Securities, Portfolio Management, Capital Markets, Series 7, Equity Valuation, Bloomberg, Investment Management, Financial Markets, Private Placements, Due Diligence, IPO, Alternative Investments
Education
University of Miami School of Law 1990 — 1993
JD, Law
University of Richmond - Robins School of Business 1982 — 1986
Bachelor of Science, Finance and Marketing
University of Pennsylvania
Boxwood Research 2007 - Present
Jewelcor Management/Holtzman Opportunity Fund 2006 - 2007
Stanford Group Company January 2003 - July 2005
Wachovia Securities April 1999 - 2002
Interstate/Johnson Lane November 1998 - April 1999
Southeast Research Partners 1994 - 1998
Claire's Accessories 1988 - 1993
Skills
Mergers & Acquisitions, Venture Capital, Finance, Investments, Press Releases, Equity Research, Hedge Funds, Financial Modeling, Equities, Valuation, Private Equity, Corporate Development, Corporate Finance, Fixed Income, Asset Management, Trading, Emerging Markets, Securities, Portfolio Management, Capital Markets, Series 7, Equity Valuation, Bloomberg, Investment Management, Financial Markets, Private Placements, Due Diligence, IPO, Alternative Investments
Education
University of Miami School of Law 1990 — 1993
JD, Law
University of Richmond - Robins School of Business 1982 — 1986
Bachelor of Science, Finance and Marketing
University of Pennsylvania
Cory Brumleve's Wachovia Securities Experience March 2008 - July 2008
Job Manager at LaRosa's
Industry Restaurants
Experience
LaRosa's August 2006 - Present
Wachovia Securities March 2008 - July 2008
The Beach Waterpark May 2006 - August 2006
Northstar Construction July 2005 - February 2006
Education
University of Cincinnati College of Business 2008 — 2013
Finance
Moeller 2004 — 2008
LaRosa's August 2006 - Present
Wachovia Securities March 2008 - July 2008
The Beach Waterpark May 2006 - August 2006
Northstar Construction July 2005 - February 2006
Education
University of Cincinnati College of Business 2008 — 2013
Finance
Moeller 2004 — 2008
Jim Parmeter's Wachovia Securities Experience October 2005 - December 2009
Job Real Estate Consultant
Industry Real Estate
Experience
Self Employed December 2009 - Present
Wachovia Securities October 2005 - December 2009
BlackRock September 2000 - October 2005
PNC Bank October 1995 - September 2005
Education
University of Iowa 1976 — 1980
BS, Economic Geography (Site Location Analysis)
Self Employed December 2009 - Present
Wachovia Securities October 2005 - December 2009
BlackRock September 2000 - October 2005
PNC Bank October 1995 - September 2005
Education
University of Iowa 1976 — 1980
BS, Economic Geography (Site Location Analysis)
Amir Atabaki's Wachovia Securities Experience January 2007 - May 2008
Job Principal, Conifer Capital Management
Industry Investment Management
Experience
Conifer Capital Management August 2009 - Present
Wachovia Securities January 2007 - May 2008
Wachovia Securities August 2003 - September 2006
Skills
Equities, Finance, Alternative Investments, Financial Modeling, Asset Management, Investments, Financial Analysis, Retirement Planning, Valuation, Private Equity, Due Diligence, Strategic Financial...
Education
University of California, Santa Barbara 2004 — 2006
BA, Business Economics
Jesuit High School 1998 — 2002
Conifer Capital Management August 2009 - Present
Wachovia Securities January 2007 - May 2008
Wachovia Securities August 2003 - September 2006
Skills
Equities, Finance, Alternative Investments, Financial Modeling, Asset Management, Investments, Financial Analysis, Retirement Planning, Valuation, Private Equity, Due Diligence, Strategic Financial...
Education
University of California, Santa Barbara 2004 — 2006
BA, Business Economics
Jesuit High School 1998 — 2002
Matthew Belniak's Wachovia Securities Experience May 2008 - August 2008
Job Internal Consultant at BMO Global Asset Management
Industry Financial Services
Experience
BMO Global Asset Management February 2015 - Present
Calamos Investments January 2013 - February 2015
Waddell & Reed June 2010 - December 2012
Morgan Stanley Smith Barney May 2009 - August 2009
Wachovia Securities May 2008 - August 2008
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
B.B.A., Finance
BMO Global Asset Management February 2015 - Present
Calamos Investments January 2013 - February 2015
Waddell & Reed June 2010 - December 2012
Morgan Stanley Smith Barney May 2009 - August 2009
Wachovia Securities May 2008 - August 2008
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
B.B.A., Finance
Mark Ruebusch, CLU, ChFC's Wachovia Securities Experience September 2005 - April 2008
Job Regional Director
Industry Financial Services
Experience
LDX Global, Inc. February 2015 - Present
Independent Planners Group January 2014 - December 2014
Capitas Financial September 2009 - October 2013
Wachovia Securities September 2005 - April 2008
Hartford Life September 1991 - October 2004
CNA Insurance September 1981 - September 1990
Skills
Retirement Planning, Estate Planning, Life Insurance, Long-term Care, Retirement, Financial Services, Insurance, Fixed Annuities, Wealth Management, Disability Insurance, Mutual Funds, Investments, Term Life Insurance
Education
University of Cincinnati 1971 — 1975
B.A., Political Science
LDX Global, Inc. February 2015 - Present
Independent Planners Group January 2014 - December 2014
Capitas Financial September 2009 - October 2013
Wachovia Securities September 2005 - April 2008
Hartford Life September 1991 - October 2004
CNA Insurance September 1981 - September 1990
Skills
Retirement Planning, Estate Planning, Life Insurance, Long-term Care, Retirement, Financial Services, Insurance, Fixed Annuities, Wealth Management, Disability Insurance, Mutual Funds, Investments, Term Life Insurance
Education
University of Cincinnati 1971 — 1975
B.A., Political Science
Darin Meek's Wachovia Securities Experience 2005 - 2006
Job ManagerInvestments/Compliance
Industry Investment Management
Experience
Gruss & CO., Inc. 2006 - Present
Wachovia Securities 2005 - 2006
MetLife 2002 - 2005
Fidelity Investments 1993 - 2002
Skills
Hedge Funds, Investments, Investment Strategies, Due Diligence, New Business Development, Event Driven, Global Macro, Fund Of Funds, Long/Short Equity, Private Equity, Operational Due..., Separately Managed..., Lease Negotiations, Financial Services, Asset Management, Alternative Investments, Mutual Funds, Equities
Education
Xavier University 1998 — 2000
MBA
University of Cincinnati 1988 — 1992
BA
Gruss & CO., Inc. 2006 - Present
Wachovia Securities 2005 - 2006
MetLife 2002 - 2005
Fidelity Investments 1993 - 2002
Skills
Hedge Funds, Investments, Investment Strategies, Due Diligence, New Business Development, Event Driven, Global Macro, Fund Of Funds, Long/Short Equity, Private Equity, Operational Due..., Separately Managed..., Lease Negotiations, Financial Services, Asset Management, Alternative Investments, Mutual Funds, Equities
Education
Xavier University 1998 — 2000
MBA
University of Cincinnati 1988 — 1992
BA
Steve Mulac's Wachovia Securities Experience July 2007 - December 2008
Job Project Accountant SPD at Turner Construction Company
Industry Real Estate
Experience
Turner Construction Company October 2012 - Present
NAI Hiffman April 2009 - October 2012
Wachovia Securities July 2007 - December 2008
Education
University of Illinois at Chicago 2004 — 2008
Management, Management and Finance
Carl Sandburg High School 2000 — 2004
Turner Construction Company October 2012 - Present
NAI Hiffman April 2009 - October 2012
Wachovia Securities July 2007 - December 2008
Education
University of Illinois at Chicago 2004 — 2008
Management, Management and Finance
Carl Sandburg High School 2000 — 2004
Tu Phan's Wachovia Securities Experience July 2005 - August 2006
Job Energy Trader
Industry Utilities
Experience
The Energy Authority October 2014 - Present
The Energy Authority May 2011 - Present
Calpine August 2006 - June 2011
Wachovia Securities July 2005 - August 2006
Skills
Commodity Markets
Education
University of Houston
Finance
The Energy Authority October 2014 - Present
The Energy Authority May 2011 - Present
Calpine August 2006 - June 2011
Wachovia Securities July 2005 - August 2006
Skills
Commodity Markets
Education
University of Houston
Finance
Susan Valdivia's Wachovia Securities Experience May 1999 - May 2007
Job Reg Client Assoc at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management May 2005 - Present
Wachovia Securities May 1999 - May 2007
Skills
Wealth Management, Equities, Investments, Alternative Investments, Portfolio Management, Asset Management, Fixed Income, Securities, Retirement Planning, Capital Markets, Bloomberg, Estate Planning, Trading, Equity Trading
Education
UCLA 1990 — 1994
History with Minor in Chicano Studies
Grant High School 1986 — 1990
RBC Wealth Management May 2005 - Present
Wachovia Securities May 1999 - May 2007
Skills
Wealth Management, Equities, Investments, Alternative Investments, Portfolio Management, Asset Management, Fixed Income, Securities, Retirement Planning, Capital Markets, Bloomberg, Estate Planning, Trading, Equity Trading
Education
UCLA 1990 — 1994
History with Minor in Chicano Studies
Grant High School 1986 — 1990
Neva Hagopian's Wachovia Securities Experience 2003 - 2009
Job Vice President at BB&T Scott & Stringfellow
Industry Financial Services
Experience
Scott & Stringfellow June 2009 - Present
BBT Scott & Stringfellow 2009 - Present
Wachovia Securities 2003 - 2009
Merrill Lynch 1997 - 2003
Education
University of Maryland College Park
Scott & Stringfellow June 2009 - Present
BBT Scott & Stringfellow 2009 - Present
Wachovia Securities 2003 - 2009
Merrill Lynch 1997 - 2003
Education
University of Maryland College Park
Cristy Nine's Wachovia Securities Experience January 1994 - January 2000
Job Senior Vice President Cresa Carolinas
Industry Commercial Real Estate
Experience
Cresa Carolinas September 2012 - Present
Cushman & Wakefield Thalhimer February 2011 - May 2012
CBRE July 2006 - January 2011
Charlotte Bobcats May 2003 - July 2006
Wachovia Securities January 1994 - January 2000
Skills
Lease Negotiations, Corporate Real Estate, Location Intelligence, Brokerage, Disposition, Real Estate, Tenant Representation, Leases, Commercial Real Estate, Negotiation, Real Estate Economics, Real Estate Development, New Business Development
Education
University of Georgia - Terry College of Business
BBA, Finance
Cresa Carolinas September 2012 - Present
Cushman & Wakefield Thalhimer February 2011 - May 2012
CBRE July 2006 - January 2011
Charlotte Bobcats May 2003 - July 2006
Wachovia Securities January 1994 - January 2000
Skills
Lease Negotiations, Corporate Real Estate, Location Intelligence, Brokerage, Disposition, Real Estate, Tenant Representation, Leases, Commercial Real Estate, Negotiation, Real Estate Economics, Real Estate Development, New Business Development
Education
University of Georgia - Terry College of Business
BBA, Finance
Merrill Lynch
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank