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
Gavin Raphael Gavin Raphael's Wachovia Securities Experience December 2004 - May 2008
Job
Industry Investment Banking
Experience
University of Richmond - Robins School of Business July 2015 - Present
Light & Raphael July 2014 - Present
Private Advisors, LLC July 2010 - March 2014
Cary Street Partners May 2008 - June 2010
Wachovia Securities December 2004 - May 2008
Wachovia Securities May 2002 - November 2004
Wachovia Securities November 2000 - April 2002
Wachovia Securities July 1998 - October 2000
Renaissance Worldwide, Inc. May 1997 - June 1998
Philip Morris 1991 - 1994
Skills
Alternative Investments, Hedge Funds, Series 7, Mutual Funds, Investments, Wealth Management, Asset Management, Asset Allocation, Financial Modeling, Portfolio Management, Private Equity, Due Diligence, Investment Management, Investor Relations, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance, Strategic Management
University of Vermont 1987 — 1991
B.S., Business Administration
University of Richmond - Robins School of Business July 2015 - Present
Light & Raphael July 2014 - Present
Private Advisors, LLC July 2010 - March 2014
Cary Street Partners May 2008 - June 2010
Wachovia Securities December 2004 - May 2008
Wachovia Securities May 2002 - November 2004
Wachovia Securities November 2000 - April 2002
Wachovia Securities July 1998 - October 2000
Renaissance Worldwide, Inc. May 1997 - June 1998
Philip Morris 1991 - 1994
Skills
Alternative Investments, Hedge Funds, Series 7, Mutual Funds, Investments, Wealth Management, Asset Management, Asset Allocation, Financial Modeling, Portfolio Management, Private Equity, Due Diligence, Investment Management, Investor Relations, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance, Strategic Management
University of Vermont 1987 — 1991
B.S., Business Administration
Sunita Bhardwaj Sunita Bhardwaj's Wachovia Securities Experience February 2006 - March 2007
Job Techno/Functional Oracle Configurator Lead at Motorola Solutions
Industry Information Technology and Services
Experience
Motorola Solutions November 2012 - Present
Motorola Solutions February 2010 - October 2012
Clairvoyance Systems Ltd 2008 - 2009
Wachovia Securities February 2006 - March 2007
Albertsons June 2005 - October 2005
Kintetsu World Express 2004 - February 2005
Symbol Technologies 2001 - 2003
Leapnet 2000 - 2001
Koshika Telecom 1999 - 2000
Essar Steel Ltd. January 1999 - August 1999
Skills
Product Development and..., Project Management, Cross-functional Team..., Program Management, Process Improvement, Project Planning, Business Analysis, Requirements Analysis, Design Review, Test Planning, Integration, Oracle E-Business Suite, Oracle Applications, Oracle Configurator, Order Management, Oracle PL/SQL..., BOM, MOL Configurator, Clarify, COF, EQS, PDM, ECAT, PDB, Information Workshop, Actuate Reporting, Actuate Basic, SAP R/3, ABAP, ELOP, BSCS, PLESSY 11, PLC System, ISIS
Education
University of Mysore
Bachelor of Engineering (BE), Computer Science and Engineering
Motorola Solutions November 2012 - Present
Motorola Solutions February 2010 - October 2012
Clairvoyance Systems Ltd 2008 - 2009
Wachovia Securities February 2006 - March 2007
Albertsons June 2005 - October 2005
Kintetsu World Express 2004 - February 2005
Symbol Technologies 2001 - 2003
Leapnet 2000 - 2001
Koshika Telecom 1999 - 2000
Essar Steel Ltd. January 1999 - August 1999
Skills
Product Development and..., Project Management, Cross-functional Team..., Program Management, Process Improvement, Project Planning, Business Analysis, Requirements Analysis, Design Review, Test Planning, Integration, Oracle E-Business Suite, Oracle Applications, Oracle Configurator, Order Management, Oracle PL/SQL..., BOM, MOL Configurator, Clarify, COF, EQS, PDM, ECAT, PDB, Information Workshop, Actuate Reporting, Actuate Basic, SAP R/3, ABAP, ELOP, BSCS, PLESSY 11, PLC System, ISIS
Education
University of Mysore
Bachelor of Engineering (BE), Computer Science and Engineering
Scott Glass Scott Glass's Wachovia Securities Experience 2005 - 2007
Job Vice President at Pamlico Capital
Industry Venture Capital & Private Equity
Experience
Pamlico Capital July 2012 - Present
Solstas Lab Partners June 2011 - August 2011
Tailwind Capital 2008 - 2010
American Capital 2007 - 2008
Wachovia Securities 2005 - 2007
Skills
Private Equity, Financial Modeling, Valuation, LBO, Venture Capital, Investment Banking, Corporate Finance, Due Diligence, Corporate Development, Mergers, Capital Markets
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA
Wake Forest University 2001 — 2005
"MBA", Finance
Pamlico Capital July 2012 - Present
Solstas Lab Partners June 2011 - August 2011
Tailwind Capital 2008 - 2010
American Capital 2007 - 2008
Wachovia Securities 2005 - 2007
Skills
Private Equity, Financial Modeling, Valuation, LBO, Venture Capital, Investment Banking, Corporate Finance, Due Diligence, Corporate Development, Mergers, Capital Markets
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA
Wake Forest University 2001 — 2005
"MBA", Finance
Bill Read Bill Read's Wachovia Securities Experience April 2000 - December 2001
Job SVP: Enterprise Mail Services & Postal Strategy at Bank of America
Industry Banking
Experience
Bank of America July 2013 - Present
Bank of America December 2011 - July 2013
Bank of America May 2010 - February 2012
Bank of America December 2005 - May 2010
Carolinas Healthcare System December 2001 - December 2005
Wachovia Securities April 2000 - December 2001
Bank of America May 1998 - April 2000
PSS 1997 - May 1998
TruckPro 1996 - 1997
First Union 1995 - 1996
Skills
Operations Management, Change Management, Supply Chain, Strategic Planning, Management, Program Management, Project Management, Process Improvement, Vendor Management, Strategy, Training, Integration, Team Leadership, Team Building, Leadership, Six Sigma, Risk Management, Enterprise Software, Sales, Forecasting, Coaching
Education
University of North Carolina at Charlotte 1991 — 1995
BA
Allen D. Nease HS at Jacksonville 1983 — 1989
Diploma
Bank of America July 2013 - Present
Bank of America December 2011 - July 2013
Bank of America May 2010 - February 2012
Bank of America December 2005 - May 2010
Carolinas Healthcare System December 2001 - December 2005
Wachovia Securities April 2000 - December 2001
Bank of America May 1998 - April 2000
PSS 1997 - May 1998
TruckPro 1996 - 1997
First Union 1995 - 1996
Skills
Operations Management, Change Management, Supply Chain, Strategic Planning, Management, Program Management, Project Management, Process Improvement, Vendor Management, Strategy, Training, Integration, Team Leadership, Team Building, Leadership, Six Sigma, Risk Management, Enterprise Software, Sales, Forecasting, Coaching
Education
University of North Carolina at Charlotte 1991 — 1995
BA
Allen D. Nease HS at Jacksonville 1983 — 1989
Diploma
Lanard Wentz Lanard Wentz's Wachovia Securities Experience April 2007 - December 2007
Job Brokerage & Advisory Services at MetLife
Industry Financial Services
Experience
MetLife 2014 - Present
Aon Hewitt 2013 - 2014
Interstate National Dealer Services, Inc. 2010 - 2013
Wachovia Securities April 2007 - December 2007
TIAA-CREF 2006 - 2007
Allstate 2000 - 2006
Education
University of North Carolina at Charlotte
Bachelor of Arts (BA)
MetLife 2014 - Present
Aon Hewitt 2013 - 2014
Interstate National Dealer Services, Inc. 2010 - 2013
Wachovia Securities April 2007 - December 2007
TIAA-CREF 2006 - 2007
Allstate 2000 - 2006
Education
University of North Carolina at Charlotte
Bachelor of Arts (BA)
Rick Ferretti Rick Ferretti's Wachovia Securities Experience January 2002 - June 2005
Job Partner at Ascendo Resources
Industry Staffing and Recruiting
Experience
Ascendo Resources October 2013 - Present
Ascendo Resources October 2013 - September 2015
Talent Bridge June 2011 - October 2013
Employment Screening Services June 2010 - June 2011
InterDyn - Artis October 2009 - June 2010
CPI Security June 2007 - August 2009
CPI Security June 2005 - November 2007
Wachovia Securities January 2002 - June 2005
Merrill Lynch January 2000 - June 2002
Skills
Sales Management, Salesforce Training, Sales Rep Training, Sales Leadership..., Sales & Marketing..., Sales Prospecting, Time Management, Leadership, Team Leadership, Leadership Development, Strategic Leadership, Educational Leadership, Situational Leadership, Hands-on Training, Salesforce.com, Sales Process, Sales, New Business Development, Business Development, Recruiting, Temporary Staffing, Staffing Services, Executive Staffing, Account Management, Management, Applicant Tracking..., Talent Acquisition, Human Resources, College Recruiting, Technical Recruiting, Hiring, Team Building, Internet Recruiting, Performance Management, Sales Presentations, Customer Service, Employee Benefits, Building Relationships, Sales Operations, Employee Relations, Selling Skills, Coaching, Temporary Placement, Training, Cold Calling, Contract Recruitment, Direct Sales, CRM, Selling, Customer Retention
Education
University of North Carolina at Charlotte 2010 — 2012
Strategic Leadership
University of North Carolina at Charlotte 1994 — 1998
Communications
Ascendo Resources October 2013 - Present
Ascendo Resources October 2013 - September 2015
Talent Bridge June 2011 - October 2013
Employment Screening Services June 2010 - June 2011
InterDyn - Artis October 2009 - June 2010
CPI Security June 2007 - August 2009
CPI Security June 2005 - November 2007
Wachovia Securities January 2002 - June 2005
Merrill Lynch January 2000 - June 2002
Skills
Sales Management, Salesforce Training, Sales Rep Training, Sales Leadership..., Sales & Marketing..., Sales Prospecting, Time Management, Leadership, Team Leadership, Leadership Development, Strategic Leadership, Educational Leadership, Situational Leadership, Hands-on Training, Salesforce.com, Sales Process, Sales, New Business Development, Business Development, Recruiting, Temporary Staffing, Staffing Services, Executive Staffing, Account Management, Management, Applicant Tracking..., Talent Acquisition, Human Resources, College Recruiting, Technical Recruiting, Hiring, Team Building, Internet Recruiting, Performance Management, Sales Presentations, Customer Service, Employee Benefits, Building Relationships, Sales Operations, Employee Relations, Selling Skills, Coaching, Temporary Placement, Training, Cold Calling, Contract Recruitment, Direct Sales, CRM, Selling, Customer Retention
Education
University of North Carolina at Charlotte 2010 — 2012
Strategic Leadership
University of North Carolina at Charlotte 1994 — 1998
Communications
Cody Drake Cody Drake's Wachovia Securities Experience June 2008 - September 2009
Job National Account Executive Delhaize at MillerCoors
Industry Food & Beverages
Experience
MillerCoors June 2014 - Present
MillerCoors February 2012 - June 2014
Acosta Sales & Marketing December 2010 - February 2012
Acosta Sales & Marketing June 2009 - February 2012
Wells Fargo Championship May 2011 - May 2011
Acosta Sales & Marketing June 2009 - December 2010
Acosta Sales and Marketing June 2009 - October 2009
Wachovia Securities June 2008 - September 2009
Skills
Analytics, Brand Development, Sales Management, Forecasting, FMCG, Customer Insight, Strategy, Consumer Products, Sales, Marketing, Retail, Nielsen, AC Nielsen, Leadership, Management, Shopper Marketing, IRI, Grocery, Categorization, Spectra, Account Management, Business Planning, Pricing, Analysis, Competitive Analysis, Cross-functional Team..., Key Account Development, Key Account Management
Education
University of North Carolina at Wilmington 2005 — 2009
B.S. Business Administration; Cameron School, Economics and Finance; Business
MillerCoors June 2014 - Present
MillerCoors February 2012 - June 2014
Acosta Sales & Marketing December 2010 - February 2012
Acosta Sales & Marketing June 2009 - February 2012
Wells Fargo Championship May 2011 - May 2011
Acosta Sales & Marketing June 2009 - December 2010
Acosta Sales and Marketing June 2009 - October 2009
Wachovia Securities June 2008 - September 2009
Skills
Analytics, Brand Development, Sales Management, Forecasting, FMCG, Customer Insight, Strategy, Consumer Products, Sales, Marketing, Retail, Nielsen, AC Nielsen, Leadership, Management, Shopper Marketing, IRI, Grocery, Categorization, Spectra, Account Management, Business Planning, Pricing, Analysis, Competitive Analysis, Cross-functional Team..., Key Account Development, Key Account Management
Education
University of North Carolina at Wilmington 2005 — 2009
B.S. Business Administration; Cameron School, Economics and Finance; Business
Timothy Rheaume, CFA Timothy Rheaume, CFA's Wachovia Securities Experience June 2006 - May 2007
Job Regional Director at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management February 2015 - Present
Natixis Global Asset Management June 2012 - January 2015
Natixis Global Asset Management June 2010 - May 2012
Cambridge Associates June 2008 - July 2010
Lehman Brothers June 2007 - August 2007
Wachovia Securities June 2006 - May 2007
Skills
Alternative Investments, Series 7, Mutual Funds, Bloomberg, Investments, Asset Allocation, Equities, Asset Managment, Financial Modeling, Portfolio Management, ETFs, Fixed Income, Hedge Funds, Financial Analysis, Securities, Investment Strategies, Equity Research, Wealth Management, Capital Markets, Series 63, Chartered Financial...
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2004 — 2008
BS Business Administration, Finance, Economics
Richmond, the American International University 2007 — 2007
Merrimack Valley High School 2000 — 2004
Natixis Global Asset Management February 2015 - Present
Natixis Global Asset Management June 2012 - January 2015
Natixis Global Asset Management June 2010 - May 2012
Cambridge Associates June 2008 - July 2010
Lehman Brothers June 2007 - August 2007
Wachovia Securities June 2006 - May 2007
Skills
Alternative Investments, Series 7, Mutual Funds, Bloomberg, Investments, Asset Allocation, Equities, Asset Managment, Financial Modeling, Portfolio Management, ETFs, Fixed Income, Hedge Funds, Financial Analysis, Securities, Investment Strategies, Equity Research, Wealth Management, Capital Markets, Series 63, Chartered Financial...
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2004 — 2008
BS Business Administration, Finance, Economics
Richmond, the American International University 2007 — 2007
Merrimack Valley High School 2000 — 2004
Philip Brody Philip Brody's Wachovia Securities Experience February 2002 - July 2005
Job Partner & President Carolinas
Industry Financial Services
Experience
Capital Wealth Advisors April 2014 - Present
Byron Financial August 2005 - March 2014
Wachovia Securities February 2002 - July 2005
Skills
Wealth Management, Investment Advisory, Estate Planning, Fixed Income, Portfolio Management, Investments, Strategic Financial..., Risk Management, Capital Markets, Financial Analysis, Business Strategy, Financial Modeling
Education
University of North Carolina at Chapel Hill 1996 — 2000
Capital Wealth Advisors April 2014 - Present
Byron Financial August 2005 - March 2014
Wachovia Securities February 2002 - July 2005
Skills
Wealth Management, Investment Advisory, Estate Planning, Fixed Income, Portfolio Management, Investments, Strategic Financial..., Risk Management, Capital Markets, Financial Analysis, Business Strategy, Financial Modeling
Education
University of North Carolina at Chapel Hill 1996 — 2000
Bill Hamlet Bill Hamlet's Wachovia Securities Experience 2005 - Present
Job Member Board of Directors at Beam Money Private Ltd.
Industry International Affairs
Experience
Beam Money Private Ltd. 2009 - Present
Wachovia Securities 2005 - Present
Skills
Start-ups, Management, Team Building
Education
University of North Carolina at Chapel Hill 1971 — 1973
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 1964 — 1968
AB, English Literature ; Economics (Dual Degrees)
Beam Money Private Ltd. 2009 - Present
Wachovia Securities 2005 - Present
Skills
Start-ups, Management, Team Building
Education
University of North Carolina at Chapel Hill 1971 — 1973
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 1964 — 1968
AB, English Literature ; Economics (Dual Degrees)
Trisha Chhaya Trisha Chhaya's Wachovia Securities Experience June 2007 - November 2008
Job Senior Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte October 2014 - Present
Deloitte May 2013 - August 2013
Industry Funds Management July 2010 - July 2012
CIT November 2008 - July 2010
Wachovia Securities June 2007 - November 2008
Skills
Valuation, DCF, Financial Structuring, Asset Managment, Financial Modeling, Corporate Finance, Equity Valuation, Bloomberg, Event Management, Asset Management
Education
The Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Entrepreneuship
University of Virginia 2003 — 2007
Systems Engineering, Engineering
Deloitte October 2014 - Present
Deloitte May 2013 - August 2013
Industry Funds Management July 2010 - July 2012
CIT November 2008 - July 2010
Wachovia Securities June 2007 - November 2008
Skills
Valuation, DCF, Financial Structuring, Asset Managment, Financial Modeling, Corporate Finance, Equity Valuation, Bloomberg, Event Management, Asset Management
Education
The Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Entrepreneuship
University of Virginia 2003 — 2007
Systems Engineering, Engineering
Dan Gilligan Dan Gilligan's Wachovia Securities Experience October 2007 - March 2010
Job Senior PCG Compliance Examiner at Stifel Financial
Industry Financial Services
Experience
Stifel Financial Corp. March 2015 - Present
Larson Financial Group, LLC August 2013 - March 2015
Larson Financial Group, LLC May 2011 - August 2013
Wells Fargo Adviosrs March 2010 - May 2011
Wachovia Securities October 2007 - March 2010
A.G. Edwards & Sons, Inc. March 2005 - January 2010
Edward Jones January 2000 - March 2005
Prudential Securities November 1998 - December 1999
FFP Securities Inc. August 1996 - October 1998
Skills
FINRA, Series 24, Asset Management, Investments, AML, FINRA Series 7, FINRA Series 9, FINRA Series 10, FINRA Series 65, FINRA Series 63, FINRA Series 3, Missouri Life and..., Series 7, Asset Managment, Life & Health Insurance..., Mutual Funds, Series 63, Fixed Annuities, Wealth Management, Risk Management, Retirement, Estate Planning, Retirement Planning, Financial Planners, Strategic Financial..., Investment Advisory, Securities, Series 65, Alternative Investments, Equities, Financial Services, Uniform Combined State..., Fixed Income, Securities Regulation, Life Insurance, Portfolio Management, Hedge Funds, Asset Allocation, 401k, Financial Planning
Education
University of Missouri-Columbia 1987 — 1989
Political Science and Government
Stifel Financial Corp. March 2015 - Present
Larson Financial Group, LLC August 2013 - March 2015
Larson Financial Group, LLC May 2011 - August 2013
Wells Fargo Adviosrs March 2010 - May 2011
Wachovia Securities October 2007 - March 2010
A.G. Edwards & Sons, Inc. March 2005 - January 2010
Edward Jones January 2000 - March 2005
Prudential Securities November 1998 - December 1999
FFP Securities Inc. August 1996 - October 1998
Skills
FINRA, Series 24, Asset Management, Investments, AML, FINRA Series 7, FINRA Series 9, FINRA Series 10, FINRA Series 65, FINRA Series 63, FINRA Series 3, Missouri Life and..., Series 7, Asset Managment, Life & Health Insurance..., Mutual Funds, Series 63, Fixed Annuities, Wealth Management, Risk Management, Retirement, Estate Planning, Retirement Planning, Financial Planners, Strategic Financial..., Investment Advisory, Securities, Series 65, Alternative Investments, Equities, Financial Services, Uniform Combined State..., Fixed Income, Securities Regulation, Life Insurance, Portfolio Management, Hedge Funds, Asset Allocation, 401k, Financial Planning
Education
University of Missouri-Columbia 1987 — 1989
Political Science and Government
Jeanine Hightower Jeanine Hightower's Wachovia Securities Experience July 1998 - July 2001
Job Business Development Officer at International Securities Exchange (ISE)
Industry Financial Services
Experience
International Securities Exchange May 2011 - Present
International Securities Exchange (ISE) January 2010 - May 2011
International Securities Exchange (ISE) 2006 - December 2009
International Securities Exchange (ISE) April 2004 - August 2006
Perfect Information June 2003 - April 2004
Wachovia Securities July 1998 - July 2001
Skills
Options, Trading, Business Development, Product Management, Leadership, Strategic Planning, Investment Banking, Finance, Equities, Electronic Trading, Derivatives, Trading Systems, Capital Markets, Financial Markets, Equity Trading, Securities, Hedge Funds, Business Strategy, Equity Derivatives, Financial Modeling, Financial Services, Market Structure, Risk Management, FX Options, Valuation, Portfolio Management, Investments, Market Data, Venture Capital, Bloomberg, Asset Management, Proprietary Trading, FINRA, Trading Strategies, New Business Development
Education
University of North Carolina at Chapel Hill 1994 — 1998
BA, Economics & Biology
Allentown High School 1993 — 1994
International Securities Exchange May 2011 - Present
International Securities Exchange (ISE) January 2010 - May 2011
International Securities Exchange (ISE) 2006 - December 2009
International Securities Exchange (ISE) April 2004 - August 2006
Perfect Information June 2003 - April 2004
Wachovia Securities July 1998 - July 2001
Skills
Options, Trading, Business Development, Product Management, Leadership, Strategic Planning, Investment Banking, Finance, Equities, Electronic Trading, Derivatives, Trading Systems, Capital Markets, Financial Markets, Equity Trading, Securities, Hedge Funds, Business Strategy, Equity Derivatives, Financial Modeling, Financial Services, Market Structure, Risk Management, FX Options, Valuation, Portfolio Management, Investments, Market Data, Venture Capital, Bloomberg, Asset Management, Proprietary Trading, FINRA, Trading Strategies, New Business Development
Education
University of North Carolina at Chapel Hill 1994 — 1998
BA, Economics & Biology
Allentown High School 1993 — 1994
Vance Barrett Vance Barrett's Wachovia Securities Experience 2002 - 2005
Job Control Specialist, Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2014 - Present
Wells Fargo Advisors, LLC September 2013 - May 2014
SunTrust December 2011 - August 2013
Wells Fargo Private Bank/Wachovia Wealth Management 2005 - 2011
Wachovia Securities 2002 - 2005
UBS 1999 - 2002
Skills
Financial Services, Mutual Funds, Life Insurance, Long Term Care Insurance
Education
UNC Chapel Hill
Wells Fargo Advisors, LLC May 2014 - Present
Wells Fargo Advisors, LLC September 2013 - May 2014
SunTrust December 2011 - August 2013
Wells Fargo Private Bank/Wachovia Wealth Management 2005 - 2011
Wachovia Securities 2002 - 2005
UBS 1999 - 2002
Skills
Financial Services, Mutual Funds, Life Insurance, Long Term Care Insurance
Education
UNC Chapel Hill
Brian Zerr Brian Zerr's Wachovia Securities Experience August 2007 - October 2008
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2008 - Present
Wachovia Securities August 2007 - October 2008
A.G. Edwards July 1996 - September 2007
Skills
Investments, Retirement Planning, IRAs, Mutual Funds, Securities, Finance, College Savings Plans, Roth IRA, Fixed Annuities, Asset Allocation, Insurance, Retirement, Investment Strategies, Financial Services, Asset Management
Education
University of Missouri-Columbia 1989 — 1993
Bachelor's degree, Agriculture Education
north callaway
Wells Fargo Advisors, LLC October 2008 - Present
Wachovia Securities August 2007 - October 2008
A.G. Edwards July 1996 - September 2007
Skills
Investments, Retirement Planning, IRAs, Mutual Funds, Securities, Finance, College Savings Plans, Roth IRA, Fixed Annuities, Asset Allocation, Insurance, Retirement, Investment Strategies, Financial Services, Asset Management
Education
University of Missouri-Columbia 1989 — 1993
Bachelor's degree, Agriculture Education
north callaway
Brian Lambert Brian Lambert's Wachovia Securities Experience February 2007 - January 2009
Job Associate Manager Commercial Development at PPD
Industry Pharmaceuticals
Experience
PPD April 2015 - Present
PPD March 2014 - April 2015
PPD April 2013 - March 2014
OpinionLab December 2012 - April 2013
PPD August 2011 - December 2012
Wells Fargo Home Mortgage November 2010 - May 2011
Wells Fargo Home Mortgage January 2009 - November 2010
Wachovia Securities February 2007 - January 2009
Skills
Customer Experience, Financial Analysis, Microsoft Excel, Mobile Devices, Sales, Budgets, Business Development, CRO, Customer Service, Finance, Leadership, Loans, Microsoft Office, Organization, Pharmaceutical Industry, Teamwork, Voice of the Customer
Education
University of North Carolina at Wilmington 2002 — 2006
Bachelor of Business Administration (BBA), Economics and Finance
PPD April 2015 - Present
PPD March 2014 - April 2015
PPD April 2013 - March 2014
OpinionLab December 2012 - April 2013
PPD August 2011 - December 2012
Wells Fargo Home Mortgage November 2010 - May 2011
Wells Fargo Home Mortgage January 2009 - November 2010
Wachovia Securities February 2007 - January 2009
Skills
Customer Experience, Financial Analysis, Microsoft Excel, Mobile Devices, Sales, Budgets, Business Development, CRO, Customer Service, Finance, Leadership, Loans, Microsoft Office, Organization, Pharmaceutical Industry, Teamwork, Voice of the Customer
Education
University of North Carolina at Wilmington 2002 — 2006
Bachelor of Business Administration (BBA), Economics and Finance
Chris Tremblay Chris Tremblay's Wachovia Securities Experience January 1999 - January 2002
Job at
Industry Human Resources
Experience
Windstream Communications April 2013 - Present
Global Compliance January 2002 - Present
GCS April 2007 - April 2013
Global Compliance 2002 - 2009
Global Compliance January 2002 - April 2007
Wachovia Securities January 1999 - January 2002
Skills
Customer Service, Sales, Training, Salesforce.com, Account Management, Marketing, SaaS, Copywriting, Management, Direct Sales, Sales Operations, Sales Process, Solution Selling, Sales Management, Contract Negotiation, Team Building, Cross-functional Team..., Project Management, B2B, CRM, Lead Generation, Selling, Cold Calling, Analysis, Strategic Partnerships, Sales Presentations
Education
University of North Carolina at Greensboro 1990 — 1994
B.A., Broadcasting Cinema
University of North Carolina
Bachelor's, Communications
Windstream Communications April 2013 - Present
Global Compliance January 2002 - Present
GCS April 2007 - April 2013
Global Compliance 2002 - 2009
Global Compliance January 2002 - April 2007
Wachovia Securities January 1999 - January 2002
Skills
Customer Service, Sales, Training, Salesforce.com, Account Management, Marketing, SaaS, Copywriting, Management, Direct Sales, Sales Operations, Sales Process, Solution Selling, Sales Management, Contract Negotiation, Team Building, Cross-functional Team..., Project Management, B2B, CRM, Lead Generation, Selling, Cold Calling, Analysis, Strategic Partnerships, Sales Presentations
Education
University of North Carolina at Greensboro 1990 — 1994
B.A., Broadcasting Cinema
University of North Carolina
Bachelor's, Communications
James Hill James Hill's Wachovia Securities Experience March 2004 - March 2007
Job Managing Director National Healthcare Group at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank March 2012 - Present
Wells Fargo Securities June 1997 - July 2011
Wachovia Securities March 2004 - March 2007
Skills
Mergers, Corporate Finance, Investment Banking, Venture Capital, Financial Modeling, Mergers & Acquisitions, Portfolio Management, Capital Markets, Corporate Development, Asset Management, Investments, Loans, Middle Market, Risk Management, Alternative Investments, Leveraged Finance, Banking, Capital Raising, Private Equity, Finance, Strategy
Education
University of North Carolina School of Law 1993 — 1997
JD, Law
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1997
Master of Business Administration (MBA), Accounting and Finance
University of North Carolina at Chapel Hill 1985 — 1989
BSBA, Accounting and Finance
Fifth Third Bank March 2012 - Present
Wells Fargo Securities June 1997 - July 2011
Wachovia Securities March 2004 - March 2007
Skills
Mergers, Corporate Finance, Investment Banking, Venture Capital, Financial Modeling, Mergers & Acquisitions, Portfolio Management, Capital Markets, Corporate Development, Asset Management, Investments, Loans, Middle Market, Risk Management, Alternative Investments, Leveraged Finance, Banking, Capital Raising, Private Equity, Finance, Strategy
Education
University of North Carolina School of Law 1993 — 1997
JD, Law
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1997
Master of Business Administration (MBA), Accounting and Finance
University of North Carolina at Chapel Hill 1985 — 1989
BSBA, Accounting and Finance
Steve Stagg Steve Stagg's Wachovia Securities Experience July 2000 - November 2002
Job Commercial Bank Executive West Coast of Florida at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation June 2013 - Present
Harrod Properties April 2011 - May 2013
Florida Bank Group July 2009 - March 2011
Harrod Properties October 2006 - July 2009
Florida Bank Group/ Bank of St Petersburg October 2003 - October 2006
Wachovia Securities July 2000 - November 2002
Skills
Investments, Banking, Finance, Real Estate, Financial Analysis, Private Equity, Due Diligence, Loans, Financial Modeling, Valuation, Portfolio Management, Commercial Lending, Credit Analysis, Mergers, Credit, Commercial Banking, Corporate Finance, Investment Banking, Capital Markets
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
University of Florida 1986 — 1990
BSBA, Finance
Regions Financial Corporation June 2013 - Present
Harrod Properties April 2011 - May 2013
Florida Bank Group July 2009 - March 2011
Harrod Properties October 2006 - July 2009
Florida Bank Group/ Bank of St Petersburg October 2003 - October 2006
Wachovia Securities July 2000 - November 2002
Skills
Investments, Banking, Finance, Real Estate, Financial Analysis, Private Equity, Due Diligence, Loans, Financial Modeling, Valuation, Portfolio Management, Commercial Lending, Credit Analysis, Mergers, Credit, Commercial Banking, Corporate Finance, Investment Banking, Capital Markets
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
University of Florida 1986 — 1990
BSBA, Finance
Reid Curley Reid Curley's Wachovia Securities Experience April 2002 - April 2004
Job CEO at Archon Interactive LLC
Industry Logistics and Supply Chain
Experience
Archon Interactive LLC January 2015 - Present
Marinalife, LLC March 2013 - Present
Ruxton Partners LLC July 2012 - Present
Aritas Group, Inc. July 2012 - December 2012
Aritas Financial Ltd September 2008 - December 2012
Aritas Group, Inc. May 2004 - June 2012
Wachovia Securities April 2002 - April 2004
Deutsche Bank Alex. Brown July 1995 - March 2002
First National Bank of Maryland 1988 - 1993
Skills
Start-ups, Private Equity, Mergers & Acquisitions, Investments, Corporate Development, Equities, Corporate Finance, Venture Capital, Mergers, Finance, Equity Trading, Hedge Funds, Investment Management, Capital Markets, Securities, Financial Services, Investment Banking, Fixed Income, Marketing, Electronic Trading, Trading, Executive Management, Asset Managment, Team Building, Sales, Alternative Investments, Turn Around Management, Team Leadership, Trading Systems, IPO, Liquidation, International, Recruiting, Financial Technology, Series 7, Lean Startup, Investor Relations, Capital, Technology, Human Resources, Compliance, Chartered Financial..., Series 63, Series 24, Series 27, Family Business, Customer Development, Warehouse Management, Warehouse Control
Education
University of Virginia - Darden 1993 — 1995
MBA
University of Pennsylvania 1984 — 1988
BA
The Taft School 1980 — 1984
Archon Interactive LLC January 2015 - Present
Marinalife, LLC March 2013 - Present
Ruxton Partners LLC July 2012 - Present
Aritas Group, Inc. July 2012 - December 2012
Aritas Financial Ltd September 2008 - December 2012
Aritas Group, Inc. May 2004 - June 2012
Wachovia Securities April 2002 - April 2004
Deutsche Bank Alex. Brown July 1995 - March 2002
First National Bank of Maryland 1988 - 1993
Skills
Start-ups, Private Equity, Mergers & Acquisitions, Investments, Corporate Development, Equities, Corporate Finance, Venture Capital, Mergers, Finance, Equity Trading, Hedge Funds, Investment Management, Capital Markets, Securities, Financial Services, Investment Banking, Fixed Income, Marketing, Electronic Trading, Trading, Executive Management, Asset Managment, Team Building, Sales, Alternative Investments, Turn Around Management, Team Leadership, Trading Systems, IPO, Liquidation, International, Recruiting, Financial Technology, Series 7, Lean Startup, Investor Relations, Capital, Technology, Human Resources, Compliance, Chartered Financial..., Series 63, Series 24, Series 27, Family Business, Customer Development, Warehouse Management, Warehouse Control
Education
University of Virginia - Darden 1993 — 1995
MBA
University of Pennsylvania 1984 — 1988
BA
The Taft School 1980 — 1984
Sam Alem Sam Alem's Wachovia Securities Experience January 2002 - May 2009
Job Senior Vice President, Investments at Alem Wealth Management of Raymond James
Industry Financial Services
Experience
Alem Wealth Management of Raymond James November 2014 - Present
Wells Fargo Advisors May 2009 - November 2014
Wachovia Securities January 2002 - May 2009
Skills
Business Owners, Executives, Retirees, Retirement Planning, Asset Allocation, Asset Management, Insurance & Annuities, Investments, Investment Strategies, Finance, Portfolio Management, Management, Securities, Customer Service, Strategic Planning, Public Speaking, Leadership
Education
University of North Carolina at Greensboro
Bachelor's Degree, Political Science
Tenafly High School
Alem Wealth Management of Raymond James November 2014 - Present
Wells Fargo Advisors May 2009 - November 2014
Wachovia Securities January 2002 - May 2009
Skills
Business Owners, Executives, Retirees, Retirement Planning, Asset Allocation, Asset Management, Insurance & Annuities, Investments, Investment Strategies, Finance, Portfolio Management, Management, Securities, Customer Service, Strategic Planning, Public Speaking, Leadership
Education
University of North Carolina at Greensboro
Bachelor's Degree, Political Science
Tenafly High School
Jessica Ballin Jessica Ballin's Wachovia Securities Experience June 2000 - December 2006
Job Principal/Registered Financial Advisor at 401(k) Plan Professionals
Industry Financial Services
Experience
401(k) Plan Professionals January 2007 - Present
Wachovia Securities June 2000 - December 2006
Education
University of Minnesota - Carlson School of Management 1996 — 2000
Finance, Finance
401(k) Plan Professionals January 2007 - Present
Wachovia Securities June 2000 - December 2006
Education
University of Minnesota - Carlson School of Management 1996 — 2000
Finance, Finance
Randall Moehlman Randall Moehlman's Wachovia Securities Experience March 2008 - November 2008
Job Business Initiatives Consultant, Staffing Strategy
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2008 - Present
Wachovia Securities March 2008 - November 2008
Preferred Resources January 2007 - March 2008
COMSYS May 2005 - January 2007
Bradford & Galt 2001 - 2003
Concord Systems, Inc 1999 - 2001
TEKsystems 1995 - 1999
Skills
Interviews, Human Resources, Recruiting, Talent Management, Strategy, Training, Program Management, Building Relationships, Team Management, Business Communications, Process Optimization, Development Training, Vendor Management, Vendor Relationships, Employee Management, Employee Training, Management, Temporary Placement, Sales, Hiring
Education
University of Missouri-Columbia 1989 — 1994
Bachleor of Arts, History
Parkway North High School 1986 — 1989
Wells Fargo Advisors, LLC March 2008 - Present
Wachovia Securities March 2008 - November 2008
Preferred Resources January 2007 - March 2008
COMSYS May 2005 - January 2007
Bradford & Galt 2001 - 2003
Concord Systems, Inc 1999 - 2001
TEKsystems 1995 - 1999
Skills
Interviews, Human Resources, Recruiting, Talent Management, Strategy, Training, Program Management, Building Relationships, Team Management, Business Communications, Process Optimization, Development Training, Vendor Management, Vendor Relationships, Employee Management, Employee Training, Management, Temporary Placement, Sales, Hiring
Education
University of Missouri-Columbia 1989 — 1994
Bachleor of Arts, History
Parkway North High School 1986 — 1989
Randall Maxey Randall Maxey's Wachovia Securities Experience February 1997 - February 2007
Job Manager of Sales and Customer Services at EBSCO/NoveList
Industry Information Technology and Services
Experience
EBSCO/NoveList September 2011 - Present
EBSCO Publishing September 2009 - September 2011
UVEST Financial Services December 2008 - September 2009
TIAA-CREF February 2007 - October 2008
TIAA CREF January 2007 - October 2008
Wachovia Securities February 1997 - February 2007
Skills
Sales Support, Sales Process, Customer Experience, Customer Satisfaction, Customer Engagement, Sales Management, Marketing Strategy, Sales Operations, Management, Direct Sales, Forecasting, Marketing, Sales, Training, CRM
Education
University of North Carolina at Charlotte - Belk College of Business 1985 — 1988
MBA, Finance
University of South Carolina - The Moore School of Business 1973 — 1976
Economics, BS
EBSCO/NoveList September 2011 - Present
EBSCO Publishing September 2009 - September 2011
UVEST Financial Services December 2008 - September 2009
TIAA-CREF February 2007 - October 2008
TIAA CREF January 2007 - October 2008
Wachovia Securities February 1997 - February 2007
Skills
Sales Support, Sales Process, Customer Experience, Customer Satisfaction, Customer Engagement, Sales Management, Marketing Strategy, Sales Operations, Management, Direct Sales, Forecasting, Marketing, Sales, Training, CRM
Education
University of North Carolina at Charlotte - Belk College of Business 1985 — 1988
MBA, Finance
University of South Carolina - The Moore School of Business 1973 — 1976
Economics, BS
David K. Mize, CPA David K. Mize, CPA's Wachovia Securities Experience June 2001 - July 2003
Job Financial Executive + Controller
Industry Accounting
Experience
OFM, Inc. June 2012 - Present
ABC Supply August 2004 - February 2012
Progress Energy February 2003 - July 2004
Wachovia Securities June 2001 - July 2003
Allectis.com e-Chex, Inc. February 2000 - January 2002
Bank of America January 1998 - February 2000
Skills
Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Process Improvement, Financial Analysis, Forecasting, Access, Budgets, Cost Accounting, P&L Management, Internal Audit, Financial Modeling, Accounts Payable, Accounts Receivable, Banking, SAP, Microsoft Word, Microsoft Office, Excel, Word, AS400, P&L responsibility, Cost Center Accounting, Cost Reduction, Process Development, Payroll Administration, Databases, Training & Development, Team Motivator, Distribution, Equity Derivatives, Crystal Reports, JD Edwards, Integrity, Oracle Applications, Hyperion Enterprise, SAS, General Ledger, PeopleSoft, Staff Development, Payroll, GAAP, Accounting
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 1997
BS, Accounting
OFM, Inc. June 2012 - Present
ABC Supply August 2004 - February 2012
Progress Energy February 2003 - July 2004
Wachovia Securities June 2001 - July 2003
Allectis.com e-Chex, Inc. February 2000 - January 2002
Bank of America January 1998 - February 2000
Skills
Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Process Improvement, Financial Analysis, Forecasting, Access, Budgets, Cost Accounting, P&L Management, Internal Audit, Financial Modeling, Accounts Payable, Accounts Receivable, Banking, SAP, Microsoft Word, Microsoft Office, Excel, Word, AS400, P&L responsibility, Cost Center Accounting, Cost Reduction, Process Development, Payroll Administration, Databases, Training & Development, Team Motivator, Distribution, Equity Derivatives, Crystal Reports, JD Edwards, Integrity, Oracle Applications, Hyperion Enterprise, SAS, General Ledger, PeopleSoft, Staff Development, Payroll, GAAP, Accounting
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 1997
BS, Accounting
Jason Rein's Wachovia Securities Experience January 2006 - June 2008
Job Vice President at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities February 2012 - Present
Wells Fargo Securities July 2008 - January 2012
Wachovia Securities January 2006 - June 2008
Skills
Consumer & Retail..., Food & Beverage, Leveraged Finance, Capital Markets, Financial Advisory, Financial Modeling, Valuation, Financial Accounting, Ratings Advisory
Education
University of North Carolina at Chapel Hill 2002 — 2005
BSBA, Business & Economics
Wells Fargo Securities February 2012 - Present
Wells Fargo Securities July 2008 - January 2012
Wachovia Securities January 2006 - June 2008
Skills
Consumer & Retail..., Food & Beverage, Leveraged Finance, Capital Markets, Financial Advisory, Financial Modeling, Valuation, Financial Accounting, Ratings Advisory
Education
University of North Carolina at Chapel Hill 2002 — 2005
BSBA, Business & Economics
Lisa Beeson Lisa Beeson's Wachovia Securities Experience June 2004 - July 2006
Job Advisory Board Member at The CenterCap Group, LLC
Industry Real Estate
Experience
The CenterCap Group, LLC August 2015 - Present
American Realty Capital Properties November 2013 - December 2014
Barclays Investment Bank September 2008 - October 2013
Lehman Brothers September 2006 - September 2008
Wachovia Securities June 2004 - July 2006
Morgan Stanley 1993 - 2004
Smith Barney 1992 - 1993
Smith Barney 1989 - 1992
Skills
Financial Modeling, Investments, Asset Management, Mergers & Acquisitions, Valuation, Due Diligence, Private Equity Advisor, Management, Private Equity, Capital Markets, Equities, Portfolio Management, Investment Banking, Financial Analysis, High Stakes Negotiations, Global Transactions, Organizational..., Corporate Restructuring, Strategic Planning, Complex Deal Structures, Capital Funding, Business Development, Merger Integration, Hostile Takeovers /..., Spin-off Transactions, Real Estate Investment..., Equity Buyouts, Salesforce.com, Cross-Functional Teams, Recruiting & Hiring, Talent Development, Turnarounds, Transformations, Process Improvement, Alliances & Partnerships, Sovereign Relationships, Board Management, Investor Relations, Media Relations, Public Speaking, Presentations, International..., Executive Leadership, Non-traded REITs, Strategic Partnerships, Operations Management, Insourcing, Outsourcing, Matrixed Teams, Committees
Education
University of Pennsylvania
Bachelor of Arts, Economics and International Relations
The CenterCap Group, LLC August 2015 - Present
American Realty Capital Properties November 2013 - December 2014
Barclays Investment Bank September 2008 - October 2013
Lehman Brothers September 2006 - September 2008
Wachovia Securities June 2004 - July 2006
Morgan Stanley 1993 - 2004
Smith Barney 1992 - 1993
Smith Barney 1989 - 1992
Skills
Financial Modeling, Investments, Asset Management, Mergers & Acquisitions, Valuation, Due Diligence, Private Equity Advisor, Management, Private Equity, Capital Markets, Equities, Portfolio Management, Investment Banking, Financial Analysis, High Stakes Negotiations, Global Transactions, Organizational..., Corporate Restructuring, Strategic Planning, Complex Deal Structures, Capital Funding, Business Development, Merger Integration, Hostile Takeovers /..., Spin-off Transactions, Real Estate Investment..., Equity Buyouts, Salesforce.com, Cross-Functional Teams, Recruiting & Hiring, Talent Development, Turnarounds, Transformations, Process Improvement, Alliances & Partnerships, Sovereign Relationships, Board Management, Investor Relations, Media Relations, Public Speaking, Presentations, International..., Executive Leadership, Non-traded REITs, Strategic Partnerships, Operations Management, Insourcing, Outsourcing, Matrixed Teams, Committees
Education
University of Pennsylvania
Bachelor of Arts, Economics and International Relations
Nicole Meunier's Wachovia Securities Experience January 2003 - May 2006
Job Complex Operations Liaison at National Brokerage Firm
Industry Financial Services
Experience
National Brokerage Firm September 2009 - Present
A G Edwards May 2006 - September 2009
Wachovia Securities January 2003 - May 2006
Skills
Series 7, Series 66, Close Attention to..., Compliance, Securities, Uniform Combined State..., Series 63, Mutual Funds
Education
University of New Orleans 1996 — 2002
Bachelor of Science (BS), Business Administration and Management, General
St. Mary's Dominican High School 1990 — 1994
National Brokerage Firm September 2009 - Present
A G Edwards May 2006 - September 2009
Wachovia Securities January 2003 - May 2006
Skills
Series 7, Series 66, Close Attention to..., Compliance, Securities, Uniform Combined State..., Series 63, Mutual Funds
Education
University of New Orleans 1996 — 2002
Bachelor of Science (BS), Business Administration and Management, General
St. Mary's Dominican High School 1990 — 1994
Jud Violette Jud Violette's Wachovia Securities Experience August 2008 - October 2008
Job Assistant Vice President | Advisory Compliance at LPL Financial
Industry Financial Services
Experience
LPL Financial April 2015 - Present
LPL Financial February 2014 - April 2015
LPL Financial February 2013 - February 2014
LPL Financial November 2010 - February 2013
Aon Hewitt August 2009 - November 2010
Wells Fargo Advisors October 2008 - August 2009
Wachovia Securities August 2008 - October 2008
E*TRADE Financial March 2006 - June 2008
State Employees' Credit Union June 2004 - March 2006
Skills
FINRA Series 24, FINRA Series 53, FINRA Series 66, FINRA Series 7, FINRA Series 63, Series 7, Series 63, Series 24, FINRA, Mutual Funds, Fixed Income, Financial Services, Investment Banking, Training, Financial Advisory, Wealth Management, Series 6, Portfolio Management, Equities, Trading, Asset Allocation, Finance, Investments, Securities, Retirement Planning, Retirement, Uniform Combined State..., 401k, Loans, Options, Alternative Investments, Strategic Financial..., Fixed Annuities, Investment Advisory, Relationship Management, Bloomberg
Education
University of North Carolina at Chapel Hill 1998 — 2002
BA in Communications
LPL Financial April 2015 - Present
LPL Financial February 2014 - April 2015
LPL Financial February 2013 - February 2014
LPL Financial November 2010 - February 2013
Aon Hewitt August 2009 - November 2010
Wells Fargo Advisors October 2008 - August 2009
Wachovia Securities August 2008 - October 2008
E*TRADE Financial March 2006 - June 2008
State Employees' Credit Union June 2004 - March 2006
Skills
FINRA Series 24, FINRA Series 53, FINRA Series 66, FINRA Series 7, FINRA Series 63, Series 7, Series 63, Series 24, FINRA, Mutual Funds, Fixed Income, Financial Services, Investment Banking, Training, Financial Advisory, Wealth Management, Series 6, Portfolio Management, Equities, Trading, Asset Allocation, Finance, Investments, Securities, Retirement Planning, Retirement, Uniform Combined State..., 401k, Loans, Options, Alternative Investments, Strategic Financial..., Fixed Annuities, Investment Advisory, Relationship Management, Bloomberg
Education
University of North Carolina at Chapel Hill 1998 — 2002
BA in Communications
Gary Kulik, AAMS Gary Kulik, AAMS's Wachovia Securities Experience 1994 - 2003
Job Financial Advisor Kulik, Rosenbaum & Associates at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2009 - Present
H&R Block Financial Advisors 2003 - 2009
Wachovia Securities 1994 - 2003
Education
University of Missouri-Columbia 1990 — 1994
Bachelor of Science (B.S.)
Ameriprise Financial Services, Inc. 2009 - Present
H&R Block Financial Advisors 2003 - 2009
Wachovia Securities 1994 - 2003
Education
University of Missouri-Columbia 1990 — 1994
Bachelor of Science (B.S.)
Robin Murphy's Wachovia Securities Experience August 2006 - February 2009
Job Senior Business Analyst at Tyco
Industry Information Technology and Services
Experience
Self-Employed July 2015 - Present
Independent Travel Representative August 2010 - Present
Tyco April 2015 - Present
JM Family Enterprises May 2012 - January 2015
Wells Fargo January 2010 - December 2011
Bank of America May 2009 - January 2010
Wachovia Securities August 2006 - February 2009
Wachovia 2006 - February 2009
Bank of America January 2005 - August 2006
Carolinas HealthCare System April 2003 - January 2005
Skills
Process Engineering, Process Improvement, SQL, Workflow Design, Workflow Solutions, Visio, MS Project, Project Coordination, Project Implementation, Healthcare IT, Database Analysis, Business Analysis, Requirements Analysis, Requirements Gathering, Requirements Management, Requirements..., Functional Design, Training & Development, Document Management, Document Imaging, Business Process..., Healthcare Information..., Data Analysis, SharePoint, SDLC, Requirement..., Employee Training, Project Management, Business Intelligence, Integration, Banking, Vendor Management
Education
University of North Carolina at Charlotte 1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General
University of North Carolina at Charlotte - Belk College of Business 1993 — 1997
Bachelor's Degree, Management Information Systems, General
Self-Employed July 2015 - Present
Independent Travel Representative August 2010 - Present
Tyco April 2015 - Present
JM Family Enterprises May 2012 - January 2015
Wells Fargo January 2010 - December 2011
Bank of America May 2009 - January 2010
Wachovia Securities August 2006 - February 2009
Wachovia 2006 - February 2009
Bank of America January 2005 - August 2006
Carolinas HealthCare System April 2003 - January 2005
Skills
Process Engineering, Process Improvement, SQL, Workflow Design, Workflow Solutions, Visio, MS Project, Project Coordination, Project Implementation, Healthcare IT, Database Analysis, Business Analysis, Requirements Analysis, Requirements Gathering, Requirements Management, Requirements..., Functional Design, Training & Development, Document Management, Document Imaging, Business Process..., Healthcare Information..., Data Analysis, SharePoint, SDLC, Requirement..., Employee Training, Project Management, Business Intelligence, Integration, Banking, Vendor Management
Education
University of North Carolina at Charlotte 1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General
University of North Carolina at Charlotte - Belk College of Business 1993 — 1997
Bachelor's Degree, Management Information Systems, General
Susanne Biedler Susanne Biedler's Wachovia Securities Experience May 2000 - April 2007
Job Realtor & Relocation Specialist
Industry Real Estate
Experience
RE/MAX Executive Realty April 2007 - Present
Wachovia Securities May 2000 - April 2007
Edward Jones November 1999 - May 2000
Belk November 1997 - May 2000
Skills
First Time Home Buyers, Foreclosures, Short Sales, Relocations, Listing Homes For Sale, Investors, New Construction Homes, Custom Homes, Investment Properties, Single Family Homes, Condos, Relocation, Real Estate, Construction, Residential Homes, Property, Buyers, Sales, ABR, Commercial Real Estate, Real Estate Economics, Buyer Representation, New Home Sales, Referrals, Listings, Investments, Real Estate Transactions, Move Up Buyers, REO, Townhomes, Real Property, New Homes, Relocation Buyers, Seniors, Luxury, HUD, Seller Representation, e-PRO, Council of Residential..., Home Staging, Waterfront, SFR
Education
University of North Carolina at Chapel Hill
BA, Sociology
Providence Day School
High School Diploma
RE/MAX Executive Realty April 2007 - Present
Wachovia Securities May 2000 - April 2007
Edward Jones November 1999 - May 2000
Belk November 1997 - May 2000
Skills
First Time Home Buyers, Foreclosures, Short Sales, Relocations, Listing Homes For Sale, Investors, New Construction Homes, Custom Homes, Investment Properties, Single Family Homes, Condos, Relocation, Real Estate, Construction, Residential Homes, Property, Buyers, Sales, ABR, Commercial Real Estate, Real Estate Economics, Buyer Representation, New Home Sales, Referrals, Listings, Investments, Real Estate Transactions, Move Up Buyers, REO, Townhomes, Real Property, New Homes, Relocation Buyers, Seniors, Luxury, HUD, Seller Representation, e-PRO, Council of Residential..., Home Staging, Waterfront, SFR
Education
University of North Carolina at Chapel Hill
BA, Sociology
Providence Day School
High School Diploma
Cynthia Schwartz Cynthia Schwartz's Wachovia Securities Experience July 2008 - June 2010
Job
Industry Capital Markets
Experience
Wells Fargo June 2012 - Present
InteCRE April 2011 - May 2012
Wells Fargo July 2010 - April 2011
Wachovia Securities July 2008 - June 2010
Wachovia Securities September 2006 - July 2008
Capmark June 2005 - September 2006
Wachovia Securities June 2002 - June 2005
Nomura July 1996 - April 1999
Skills
Asset Managment, CMBS, Portfolio Management, Capital Markets, Loans, Commercial Real Estate, Asset Management, Real Estate Economics, Structured Finance, Due Diligence, Risk Management, Relationship Management, Business Development, Investment Banking, Trading, Financial Structuring, Financial Analysis, Fixed Income, Loan Servicing, Commercial Mortgages, Financial Modeling, Banking, Valuation, Real Estate, Investments, Credit, Loan Origination
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2009
Masters
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Bachelors of Science
Wells Fargo June 2012 - Present
InteCRE April 2011 - May 2012
Wells Fargo July 2010 - April 2011
Wachovia Securities July 2008 - June 2010
Wachovia Securities September 2006 - July 2008
Capmark June 2005 - September 2006
Wachovia Securities June 2002 - June 2005
Nomura July 1996 - April 1999
Skills
Asset Managment, CMBS, Portfolio Management, Capital Markets, Loans, Commercial Real Estate, Asset Management, Real Estate Economics, Structured Finance, Due Diligence, Risk Management, Relationship Management, Business Development, Investment Banking, Trading, Financial Structuring, Financial Analysis, Fixed Income, Loan Servicing, Commercial Mortgages, Financial Modeling, Banking, Valuation, Real Estate, Investments, Credit, Loan Origination
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2009
Masters
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Bachelors of Science
Brian Peele Brian Peele's Wachovia Securities Experience December 1989 - October 2002
Job Southern Outer Banks Real Estate Broker & Investor President/CEO Angelfish Properties, Inc.
Industry Real Estate
Experience
Angelfish Properties, Inc. 2002 - Present
Wachovia Securities December 1989 - October 2002
Performance Motors, Inc. July 1982 - November 1989
Skills
Real Estate, Property Management, Contract Negotiation, Investments, Rentals, Property, Selling, Investment Properties, Negotiation, First Time Home Buyers, Investors, Sellers, Real Estate Transactions, Short Sales, Relocation, Condos, FHA, REO, Single Family Homes, Residential Homes, New Home Sales, Real Property, Foreclosures, Sales, Buyer Representation, Listings, Referrals
Education
University of North Carolina at Chapel Hill 1980 — 1982
Bachelor of Arts (BA), Economics
NCSU 1978 — 1980
Angelfish Properties, Inc. 2002 - Present
Wachovia Securities December 1989 - October 2002
Performance Motors, Inc. July 1982 - November 1989
Skills
Real Estate, Property Management, Contract Negotiation, Investments, Rentals, Property, Selling, Investment Properties, Negotiation, First Time Home Buyers, Investors, Sellers, Real Estate Transactions, Short Sales, Relocation, Condos, FHA, REO, Single Family Homes, Residential Homes, New Home Sales, Real Property, Foreclosures, Sales, Buyer Representation, Listings, Referrals
Education
University of North Carolina at Chapel Hill 1980 — 1982
Bachelor of Arts (BA), Economics
NCSU 1978 — 1980
Miguel (Mickey) Perez's Wachovia Securities Experience January 2005 - April 2008
Job
Industry Financial Services
Experience
Morgan Stanley May 2010 - April 2014
Wachovia May 2008 - June 2009
Wachovia Securities January 2005 - April 2008
Wachovia Securities July 1997 - January 2005
Wachovia June 1996 - July 1997
Chemical Bank July 1994 - June 1996
Skills
Relationship Management, Strategy, Business Planning, Product Development, Series 7, Wealth Management, Series 63, Banking, Investments, Portfolio Management, Private Banking, Mutual Funds, Financial Services, Credit, Asset Managment
Education
University of Notre Dame 1990 — 1994
Morgan Stanley May 2010 - April 2014
Wachovia May 2008 - June 2009
Wachovia Securities January 2005 - April 2008
Wachovia Securities July 1997 - January 2005
Wachovia June 1996 - July 1997
Chemical Bank July 1994 - June 1996
Skills
Relationship Management, Strategy, Business Planning, Product Development, Series 7, Wealth Management, Series 63, Banking, Investments, Portfolio Management, Private Banking, Mutual Funds, Financial Services, Credit, Asset Managment
Education
University of Notre Dame 1990 — 1994
Rick Chalela Rick Chalela's Wachovia Securities Experience 2000 - 2005
Job Financial Analyst
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2005 - 2009
Wachovia Securities 2000 - 2005
Compuware 1998 - 2000
State of Michigan 1996 - 1998
Education
Wayne State University 2000 — 2004
Master of Business Administration, Finance, Accounting
University of Michigan 1991 — 1995
Bachelor of Arts, Political Science, Psychology
Morgan Stanley Smith Barney 2005 - 2009
Wachovia Securities 2000 - 2005
Compuware 1998 - 2000
State of Michigan 1996 - 1998
Education
Wayne State University 2000 — 2004
Master of Business Administration, Finance, Accounting
University of Michigan 1991 — 1995
Bachelor of Arts, Political Science, Psychology
Amy Lambert, CFA Amy Lambert, CFA's Wachovia Securities Experience 1997 - 2000
Job at Financial Advisory Consultant
Industry Financial Services
Experience
Independent Financial Advisory Consultant 2003 - Present
Stephens Inc. 2001 - 2003
Wachovia Securities 1997 - 2000
J.C. Bradford & Co. 1994 - 1997
Skills
Mergers & Acquisitions, Asset Allocation, Mergers, Investment Banking, Financial Modeling, Finance, Financial Services, Financial Analysis, Investments, Securities, Private Equity, Valuation, Financial Advisory
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1994
Independent Financial Advisory Consultant 2003 - Present
Stephens Inc. 2001 - 2003
Wachovia Securities 1997 - 2000
J.C. Bradford & Co. 1994 - 1997
Skills
Mergers & Acquisitions, Asset Allocation, Mergers, Investment Banking, Financial Modeling, Finance, Financial Services, Financial Analysis, Investments, Securities, Private Equity, Valuation, Financial Advisory
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1994
Stephen Hewins Stephen Hewins's Wachovia Securities Experience December 2006 - April 2009
Job Vice President Global Fulfillment at Altisource
Industry Financial Services
Experience
Altisource October 2013 - Present
Green Tree Servicing, LLC (formerly GMAC ResCap) August 2012 - September 2013
LenderLive Network, Inc. December 2010 - August 2012
Capital One August 2010 - December 2010
nextSource April 2010 - August 2010
Wachovia, A Wells Fargo Company April 2008 - April 2009
Wachovia Securities December 2006 - April 2009
Wachovia Bank 2005 - 2006
Wachovia 2003 - 2005
Wachovia 2000 - 2003
Skills
Process Improvement, Mortgage, Business Analysis, Change Management, Process Engineering, Mergers, Sales Support, Market Research, Integrations, Technology Integration, Production Support, Credit, Banking, Compliance, Strategic Planning, Customer Relations, Vendor Management, Financial Analysis, Risk Management, Portfolio Management, Operations Management, Mortgage Lending, Sales Management, Team Building, Business Strategy, Budgeting, Forecasting, Program Management, Underwriting, Problem Solving, Loans, Customer Service, Product Development, Business Planning, Performance Management, Call Center, Acquisition Integration, Coaching, Mentoring, Account Management, Employee Relations, Analysis, Negotiation, Marketing Strategy, Mortgage Banking, Mergers & Acquisitions, Training, Loan Origination, CRM, Sales
Education
University of North Carolina at Wilmington 1988 — 1991
B.S., Marketing
Altisource October 2013 - Present
Green Tree Servicing, LLC (formerly GMAC ResCap) August 2012 - September 2013
LenderLive Network, Inc. December 2010 - August 2012
Capital One August 2010 - December 2010
nextSource April 2010 - August 2010
Wachovia, A Wells Fargo Company April 2008 - April 2009
Wachovia Securities December 2006 - April 2009
Wachovia Bank 2005 - 2006
Wachovia 2003 - 2005
Wachovia 2000 - 2003
Skills
Process Improvement, Mortgage, Business Analysis, Change Management, Process Engineering, Mergers, Sales Support, Market Research, Integrations, Technology Integration, Production Support, Credit, Banking, Compliance, Strategic Planning, Customer Relations, Vendor Management, Financial Analysis, Risk Management, Portfolio Management, Operations Management, Mortgage Lending, Sales Management, Team Building, Business Strategy, Budgeting, Forecasting, Program Management, Underwriting, Problem Solving, Loans, Customer Service, Product Development, Business Planning, Performance Management, Call Center, Acquisition Integration, Coaching, Mentoring, Account Management, Employee Relations, Analysis, Negotiation, Marketing Strategy, Mortgage Banking, Mergers & Acquisitions, Training, Loan Origination, CRM, Sales
Education
University of North Carolina at Wilmington 1988 — 1991
B.S., Marketing
Anthony Eisenhauer Anthony Eisenhauer's Wachovia Securities Experience November 2004 - December 2008
Job Wells Fargo, Group Controller, International CAO
Industry Banking
Experience
Wells Fargo August 2013 - Present
Wells Fargo December 2009 - August 2013
Wells Fargo January 2009 - December 2009
Wachovia Securities November 2004 - December 2008
Scottish Holding 2001 - 2004
PwC 1998 - 2001
Skills
Financial Analysis, Financial Reporting, Corporate Finance, Accounting, Risk Management, Internal Controls, Financial Modeling, Finance, Cash Management, Managerial Finance, Forecasting, Banking, Budgets, Mergers & Acquisitions, IFRS, Auditing, Strategic Financial..., Change Management, Business Analysis, Business Strategy
Education
University of Missouri-Columbia
Accounting and Finance
University of Missouri-Saint Louis
Bachelor of Business Administration (B.B.A.), Accounting
Wells Fargo August 2013 - Present
Wells Fargo December 2009 - August 2013
Wells Fargo January 2009 - December 2009
Wachovia Securities November 2004 - December 2008
Scottish Holding 2001 - 2004
PwC 1998 - 2001
Skills
Financial Analysis, Financial Reporting, Corporate Finance, Accounting, Risk Management, Internal Controls, Financial Modeling, Finance, Cash Management, Managerial Finance, Forecasting, Banking, Budgets, Mergers & Acquisitions, IFRS, Auditing, Strategic Financial..., Change Management, Business Analysis, Business Strategy
Education
University of Missouri-Columbia
Accounting and Finance
University of Missouri-Saint Louis
Bachelor of Business Administration (B.B.A.), Accounting
Ridhi Patel Ridhi Patel's Wachovia Securities Experience May 2006 - August 2006
Job Associate at Trexin Consulting
Industry Management Consulting
Experience
Trexin Consulting July 2015 - Present
AArete April 2013 - July 2015
American Express June 2011 - April 2013
TrueCare Biomedix August 2009 - June 2011
Berkshire Group May 2008 - August 2008
Citigroup Property Investors May 2007 - August 2007
Wachovia Securities May 2006 - August 2006
Skills
Marketing Strategy, Strategic Consulting, Product Marketing, Sales Management, Developing Client..., Strategic Sourcing, Management Consulting, Savings Tracking, Compliance, Strategy, Management, Forecasting, Business Process..., Valuation, Due Diligence, Data Analysis, Analysis, Process Improvement, Finance
Education
University of Michigan 2005 — 2009
Bachelor of Arts, Economics
Trexin Consulting July 2015 - Present
AArete April 2013 - July 2015
American Express June 2011 - April 2013
TrueCare Biomedix August 2009 - June 2011
Berkshire Group May 2008 - August 2008
Citigroup Property Investors May 2007 - August 2007
Wachovia Securities May 2006 - August 2006
Skills
Marketing Strategy, Strategic Consulting, Product Marketing, Sales Management, Developing Client..., Strategic Sourcing, Management Consulting, Savings Tracking, Compliance, Strategy, Management, Forecasting, Business Process..., Valuation, Due Diligence, Data Analysis, Analysis, Process Improvement, Finance
Education
University of Michigan 2005 — 2009
Bachelor of Arts, Economics
F. Patrick Cunnane, MBA, CIMA, AIFA F. Patrick Cunnane, MBA, CIMA, AIFA's Wachovia Securities Experience 2007 - 2008
Job Managing Principal at Masters Consulting Group
Industry Financial Services
Experience
Masters Consulting Group, Inc. January 1989 - Present
Wells Fargo Advisors Financial Network 2008 - 2011
Wachovia Securities 2007 - 2008
Wachovia Securities 2004 - 2007
Prudential 2000 - 2004
PaineWebber 1994 - 2000
Kidder Peabody 1989 - 1994
Kidder Peabody 1985 - 1989
Skills
Retirement Planning, Financial Services, Corporate Retirement, Financial Consulting, Fiduciary Management, Fiduciary Services, Investment Advisory, Investment Strategies
Education
Bellarmine University
Masters of Business Administration, Economics
University of Pennsylvania - The Wharton School
Investment Management Consultants Association (IMCA) Certification
International School - Geneva, Switzerland
Student Teacher History
Masters Consulting Group, Inc. January 1989 - Present
Wells Fargo Advisors Financial Network 2008 - 2011
Wachovia Securities 2007 - 2008
Wachovia Securities 2004 - 2007
Prudential 2000 - 2004
PaineWebber 1994 - 2000
Kidder Peabody 1989 - 1994
Kidder Peabody 1985 - 1989
Skills
Retirement Planning, Financial Services, Corporate Retirement, Financial Consulting, Fiduciary Management, Fiduciary Services, Investment Advisory, Investment Strategies
Education
Bellarmine University
Masters of Business Administration, Economics
University of Pennsylvania - The Wharton School
Investment Management Consultants Association (IMCA) Certification
International School - Geneva, Switzerland
Student Teacher History
Charles Cox Charles Cox's Wachovia Securities Experience August 2007 - July 2008
Job CEO at Back9Network, Inc.
Industry Broadcast Media
Experience
BACK9NETWORK, Inc. July 2014 - Present
BACK9NETWORK, Inc. October 2012 - July 2014
ESPN May 2010 - October 2012
Fidus Partners July 2008 - May 2010
Wachovia Securities August 2007 - July 2008
Proskauer Rose LLP September 2006 - August 2007
University of Virginia September 2004 - May 2006
Hunton & Williams LLP May 2002 - August 2002
Williams & Connolly LLP July 2000 - May 2002
Skills
Corporate Finance, Media, Business Development, M&A experience, Valuation, Sports Law, Negotiation, Corporate Law, Investment Banking, Financial Modeling, Private Equity, Joint Ventures, Corporate Development, Finance, Strategic Planning, Mergers & Acquisitions, Strategy, Digital Media, Management, Due Diligence, Strategic Partnerships, Marketing Strategy, Marketing, Social Media
Education
University of Virginia - Darden Graduate School of Business Administration 2003 — 2006
M.B.A., General Management
University of Virginia School of Law 2002 — 2006
J.D.
University of North Carolina at Chapel Hill 1996 — 2000
B.A., Economics / Political Science
BACK9NETWORK, Inc. July 2014 - Present
BACK9NETWORK, Inc. October 2012 - July 2014
ESPN May 2010 - October 2012
Fidus Partners July 2008 - May 2010
Wachovia Securities August 2007 - July 2008
Proskauer Rose LLP September 2006 - August 2007
University of Virginia September 2004 - May 2006
Hunton & Williams LLP May 2002 - August 2002
Williams & Connolly LLP July 2000 - May 2002
Skills
Corporate Finance, Media, Business Development, M&A experience, Valuation, Sports Law, Negotiation, Corporate Law, Investment Banking, Financial Modeling, Private Equity, Joint Ventures, Corporate Development, Finance, Strategic Planning, Mergers & Acquisitions, Strategy, Digital Media, Management, Due Diligence, Strategic Partnerships, Marketing Strategy, Marketing, Social Media
Education
University of Virginia - Darden Graduate School of Business Administration 2003 — 2006
M.B.A., General Management
University of Virginia School of Law 2002 — 2006
J.D.
University of North Carolina at Chapel Hill 1996 — 2000
B.A., Economics / Political Science
Erin J. Hammond, MBA's Wachovia Securities Experience July 2007 - August 2008
Job EHR Implementation Specialist at eClinicalWorks
Industry Information Technology and Services
Experience
eClinicalWorks January 2014 - Present
eClinicalWorks July 2012 - January 2014
Aspen Institute September 2010 - April 2012
Winston Salem ASPCA June 2008 - November 2009
Winston Salem State University January 2006 - June 2009
Wachovia Securities July 2007 - August 2008
Habitat for Humanity ReStore May 2007 - August 2008
Delaware State University May 2002 - September 2002
Skills
Management, Analysis, Program Management, Qualitative Research, Training, Research, HIT, Project Coordination, HIPAA, eClinical Works, EHR, EMR Training, EMR, CPOE, Workflow Management, Practice Management, Budgets, Cross-functional Team..., Customer Service, Data Analysis, Leadership, Organizational..., Project Management, Public Speaking, Human Resources
Education
Winston-Salem State University 2006 — 2009
MBA, International Marketing & Business Management
University of North Carolina at Charlotte 2003 — 2005
BA, Art History
eClinicalWorks January 2014 - Present
eClinicalWorks July 2012 - January 2014
Aspen Institute September 2010 - April 2012
Winston Salem ASPCA June 2008 - November 2009
Winston Salem State University January 2006 - June 2009
Wachovia Securities July 2007 - August 2008
Habitat for Humanity ReStore May 2007 - August 2008
Delaware State University May 2002 - September 2002
Skills
Management, Analysis, Program Management, Qualitative Research, Training, Research, HIT, Project Coordination, HIPAA, eClinical Works, EHR, EMR Training, EMR, CPOE, Workflow Management, Practice Management, Budgets, Cross-functional Team..., Customer Service, Data Analysis, Leadership, Organizational..., Project Management, Public Speaking, Human Resources
Education
Winston-Salem State University 2006 — 2009
MBA, International Marketing & Business Management
University of North Carolina at Charlotte 2003 — 2005
BA, Art History
Juliana Hart Juliana Hart's Wachovia Securities Experience October 2007 - January 2009
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC March 2009 - Present
Wachovia Securities October 2007 - January 2009
Smith Barney March 1999 - October 2007
Skills
Retirement Planning, Wealth Management, Fixed Annuities, Retirement, Series 63, Series 7
Education
University of Nevada-Reno 1993 — 1997
Bachelor of Science, Finance, Economics
Allstate Financial Services, LLC March 2009 - Present
Wachovia Securities October 2007 - January 2009
Smith Barney March 1999 - October 2007
Skills
Retirement Planning, Wealth Management, Fixed Annuities, Retirement, Series 63, Series 7
Education
University of Nevada-Reno 1993 — 1997
Bachelor of Science, Finance, Economics
Joe Rintoul Joe Rintoul's Wachovia Securities Experience February 2008 - January 2009
Job Video and Digital Media Team at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2012 - Present
Wells Fargo Advisors January 2009 - September 2012
Wachovia Securities February 2008 - January 2009
A.G. Edwards 1999 - 2008
Creative Producers Group 1998 - 1999
Venture Stores 1995 - 1998
KETC Channel 9 St. louis 1992 - 1995
Skills
Project Management, Marketing Communications, Writing Skills, Digital Marketing, Brand Awareness, Product Marketing, Digital Video, Web Video, Social Media Marketing, Video Production, YouTube, Vimeo, Online Video Marketing, Video Editing, Marketing Strategy, Management, Broadcast, Training, Video
Education
University of Missouri-Columbia 1987 — 1991
BA, Radio, TV and Film
Wells Fargo Advisors September 2012 - Present
Wells Fargo Advisors January 2009 - September 2012
Wachovia Securities February 2008 - January 2009
A.G. Edwards 1999 - 2008
Creative Producers Group 1998 - 1999
Venture Stores 1995 - 1998
KETC Channel 9 St. louis 1992 - 1995
Skills
Project Management, Marketing Communications, Writing Skills, Digital Marketing, Brand Awareness, Product Marketing, Digital Video, Web Video, Social Media Marketing, Video Production, YouTube, Vimeo, Online Video Marketing, Video Editing, Marketing Strategy, Management, Broadcast, Training, Video
Education
University of Missouri-Columbia 1987 — 1991
BA, Radio, TV and Film
William Milne William Milne's Wachovia Securities Experience May 2006 - October 2007
Job Residential Mortgage Lender at EverBank NMLS #648915
Industry Banking
Experience
EverBank August 2010 - Present
EverBank Financial March 2008 - August 2010
Wachovia Securities May 2006 - October 2007
University of Mississippi Rebels Athletics August 2004 - December 2004
Skills
Mortgage Lending, Loans, Refinance, Investments, Leadership, Investment Properties, Marketing, Mortgage Banking, Credit, FHA, Banking, Loan Origination, Underwriting, Retirement Planning, Credit Analysis, Marketing Strategy, Residential Mortgages, Series 7, FHA financing, Real Estate, Public Speaking, Foreclosures, REO, Sales, Finance, First Time Home Buyers, Commercial Lending, USDA, VA loans, Consumer Lending, Mortgage Underwriting, VA Loans, FHA Financing
Education
University of North Florida - College of Business Administration 2005 — 2007
Master of Business Administration (M.B.A.)
University of Mississippi 2000 — 2004
Bachelors of Business Administration, Marketing
Episcopal School of Jacksonville 1994 — 2000
EverBank August 2010 - Present
EverBank Financial March 2008 - August 2010
Wachovia Securities May 2006 - October 2007
University of Mississippi Rebels Athletics August 2004 - December 2004
Skills
Mortgage Lending, Loans, Refinance, Investments, Leadership, Investment Properties, Marketing, Mortgage Banking, Credit, FHA, Banking, Loan Origination, Underwriting, Retirement Planning, Credit Analysis, Marketing Strategy, Residential Mortgages, Series 7, FHA financing, Real Estate, Public Speaking, Foreclosures, REO, Sales, Finance, First Time Home Buyers, Commercial Lending, USDA, VA loans, Consumer Lending, Mortgage Underwriting, VA Loans, FHA Financing
Education
University of North Florida - College of Business Administration 2005 — 2007
Master of Business Administration (M.B.A.)
University of Mississippi 2000 — 2004
Bachelors of Business Administration, Marketing
Episcopal School of Jacksonville 1994 — 2000
Najla Langford's Wachovia Securities Experience October 2004 - July 2005
Job Interior designer
Industry Apparel & Fashion
Experience
Complete interior solutions April 2015 - June 2015
Jcpenney August 2014 - December 2014
jcpenney August 2014 - August 2014
Farmers and Merchants Bank March 2007 - February 2008
Farmers and Merchants Bank May 2006 - March 2007
Community Title August 2005 - March 2006
Wachovia Securities October 2004 - July 2005
Bank of America, NA May 2002 - July 2004
Skills
Banking, Retail Banking, Credit, Commercial Banking, Credit Analysis, Securities, Bank Fraud, Trust Operations, Customer Service, Online Banking Sales, Internet Banking, Time Management, Analysis, Financial Analysis, Cash Management, AML, Financial Services, Microsoft Excel, Sales, Account Management, Leadership, Management, Marketing, Marketing Strategy, Microsoft Office, Microsoft Word, Strategic Planning, Team Building
Education
University of North Texas
BA, Economics/ Minor in Business
Complete interior solutions April 2015 - June 2015
Jcpenney August 2014 - December 2014
jcpenney August 2014 - August 2014
Farmers and Merchants Bank March 2007 - February 2008
Farmers and Merchants Bank May 2006 - March 2007
Community Title August 2005 - March 2006
Wachovia Securities October 2004 - July 2005
Bank of America, NA May 2002 - July 2004
Skills
Banking, Retail Banking, Credit, Commercial Banking, Credit Analysis, Securities, Bank Fraud, Trust Operations, Customer Service, Online Banking Sales, Internet Banking, Time Management, Analysis, Financial Analysis, Cash Management, AML, Financial Services, Microsoft Excel, Sales, Account Management, Leadership, Management, Marketing, Marketing Strategy, Microsoft Office, Microsoft Word, Strategic Planning, Team Building
Education
University of North Texas
BA, Economics/ Minor in Business
Jonathan Lee Sink's Wachovia Securities Experience February 2005 - July 2005
Job Associate General Counsel at Charlotte Mecklenburg Schools
Industry Law Practice
Experience
Charlotte Mecklenburg Schools August 2011 - Present
Charlotte Mecklenburg Schools May 2009 - November 2011
Pittenger for Lieutenant Governor January 2008 - August 2008
The White House September 2007 - December 2007
American Presence Post - Lille, France May 2007 - August 2007
N.C. Department of Commerce January 2007 - May 2007
Senator Robert Pittenger October 2006 - January 2007
Wachovia Securities February 2005 - July 2005
Skills
Public Speaking, Research, Litigation, Public Policy, Legal Writing, Leadership, Westlaw, Legal Research, Corporate Law, Civil Litigation, Real Estate, Lexis, Spanish, Political Campaigns, Legal Issues, Mediation, Legislative Relations, Trials, Intellectual Property, Commercial Litigation, Administrative Law, Nonprofits, Politics, Policy Analysis
Education
Charlotte School of Law 2008 — 2011
J.D., Law
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
B.S., Business Administration
Charlotte Mecklenburg Schools August 2011 - Present
Charlotte Mecklenburg Schools May 2009 - November 2011
Pittenger for Lieutenant Governor January 2008 - August 2008
The White House September 2007 - December 2007
American Presence Post - Lille, France May 2007 - August 2007
N.C. Department of Commerce January 2007 - May 2007
Senator Robert Pittenger October 2006 - January 2007
Wachovia Securities February 2005 - July 2005
Skills
Public Speaking, Research, Litigation, Public Policy, Legal Writing, Leadership, Westlaw, Legal Research, Corporate Law, Civil Litigation, Real Estate, Lexis, Spanish, Political Campaigns, Legal Issues, Mediation, Legislative Relations, Trials, Intellectual Property, Commercial Litigation, Administrative Law, Nonprofits, Politics, Policy Analysis
Education
Charlotte School of Law 2008 — 2011
J.D., Law
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
B.S., Business Administration
Ken Barrett's Wachovia Securities Experience January 1996 - April 2004
Job National Sales & Business Development at Beta Max Hoists
Industry Construction
Experience
Beta Max Hoists January 2010 - Present
Wachovia August 2006 - September 2009
Pitney Bowes April 2004 - January 2006
Wachovia Securities January 1996 - April 2004
Skills
Sales Management, Marketing Strategy, Distributors, Materials, Marketing, Contract Management, Construction, New Business Development, Cold Calling, Process Scheduler, Procurement, Sales Process, Negotiation, Operations Management, Project Estimation, Account Management, Business Development, Direct Sales, Key Account Management, Project Planning, Purchasing, Team Leadership, Retail, Project Management, Sales Operations, Sales Presentations, Logistics, Sales, Business Planning, Petrochemical, Team Building, Construction Management, Analysis, Lead Generation, International Sales, Product Development, Management, Strategic Planning, Customer Service, Contractors, Proposal Writing, Forecasting, B2B, Supervisory Skills, Business Strategy, Manufacturing, Hoists, Lifting Equipment, Lifting Operations, Heavy Lifting
Education
University of North Carolina at Charlotte 1995 — 1997
Finance, Business Administration
Beta Max Hoists January 2010 - Present
Wachovia August 2006 - September 2009
Pitney Bowes April 2004 - January 2006
Wachovia Securities January 1996 - April 2004
Skills
Sales Management, Marketing Strategy, Distributors, Materials, Marketing, Contract Management, Construction, New Business Development, Cold Calling, Process Scheduler, Procurement, Sales Process, Negotiation, Operations Management, Project Estimation, Account Management, Business Development, Direct Sales, Key Account Management, Project Planning, Purchasing, Team Leadership, Retail, Project Management, Sales Operations, Sales Presentations, Logistics, Sales, Business Planning, Petrochemical, Team Building, Construction Management, Analysis, Lead Generation, International Sales, Product Development, Management, Strategic Planning, Customer Service, Contractors, Proposal Writing, Forecasting, B2B, Supervisory Skills, Business Strategy, Manufacturing, Hoists, Lifting Equipment, Lifting Operations, Heavy Lifting
Education
University of North Carolina at Charlotte 1995 — 1997
Finance, Business Administration
Brenda Morris, CFP®'s Wachovia Securities Experience January 1997 - April 2008
Job Vegan Financial Planner
Industry Financial Services
Experience
Quinoa Financial Consulting, LLC September 2009 - Present
First Affirmative Financial Network October 2009 - Present
MHN Government Services 2009 - 2012
Wachovia Securities January 1997 - April 2008
Skills
Event Planning, Public Speaking
Education
William & Mary 1992 — 1994
B.A.
University of New Hampshire 1990 — 1992
Quinoa Financial Consulting, LLC September 2009 - Present
First Affirmative Financial Network October 2009 - Present
MHN Government Services 2009 - 2012
Wachovia Securities January 1997 - April 2008
Skills
Event Planning, Public Speaking
Education
William & Mary 1992 — 1994
B.A.
University of New Hampshire 1990 — 1992
Elcin Icingir's Wachovia Securities Experience 2005 - 2009
Job Director at Wells Fargo Securities
Industry Investment Management
Experience
Wells Fargo Securities January 2013 - Present
Wells Fargo Bank September 2009 - January 2013
Wachovia June 2004 - September 2009
Wachovia Securities 2005 - 2009
Wachovia, A Wells Fargo Company 2004 - 2009
ABN AMRO 1999 - 2001
Skills
Capital Markets, Derivatives, Fixed Income, Structured Products, Portfolio Management, Banking, Trading, Risk Management, Commodity, Financial Services, Bloomberg, Asset Management, Investment Banking, Financial Risk, Financial Markets
Education
University of North Carolina at Charlotte - Belk College of Business 2002 — 2004
Master of Business Administration (MBA), IT Management
Tarsus American High School 1987 — 1994
Wells Fargo Securities January 2013 - Present
Wells Fargo Bank September 2009 - January 2013
Wachovia June 2004 - September 2009
Wachovia Securities 2005 - 2009
Wachovia, A Wells Fargo Company 2004 - 2009
ABN AMRO 1999 - 2001
Skills
Capital Markets, Derivatives, Fixed Income, Structured Products, Portfolio Management, Banking, Trading, Risk Management, Commodity, Financial Services, Bloomberg, Asset Management, Investment Banking, Financial Risk, Financial Markets
Education
University of North Carolina at Charlotte - Belk College of Business 2002 — 2004
Master of Business Administration (MBA), IT Management
Tarsus American High School 1987 — 1994
Mark Manheimer's Wachovia Securities Experience January 2000 - March 2001
Job Executive Vice President, Head of Asset Management at Spirit Realty Capital
Industry Real Estate
Experience
Spirit Realty Capital April 2012 - Present
Cole Capital October 2009 - April 2012
Realty Income Corporation June 2005 - October 2009
Patriarch Partners March 2001 - May 2003
First Union Securities January 2000 - March 2001
Wachovia Securities January 2000 - March 2001
Skills
Real Estate, Brokerage, Underwriting, Financial Modeling, Negotiation, Private Equity, Financial Structuring, Banking, Real Estate Development, Disposition, Leases, Due Diligence, Valuation, Property Management, Investments, Management, Entrepreneurship, Mergers & Acquisitions, Acquisitions, Strategy, Capital Markets, Structured Finance, Portfolio Management, Asset Management, Loans, Real Estate Transactions, Investment Properties, Real Estate Economics, Restructuring, Financial Analysis, Bloomberg, Equities, Leveraged Finance, Dispositions
Education
University of Notre Dame 2003 — 2004
MBA, Finance
University of Notre Dame - Mendoza College of Business 2003 — 2004
MBA, Finance
University of Florida 1995 — 1999
BS, Finance
Spirit Realty Capital April 2012 - Present
Cole Capital October 2009 - April 2012
Realty Income Corporation June 2005 - October 2009
Patriarch Partners March 2001 - May 2003
First Union Securities January 2000 - March 2001
Wachovia Securities January 2000 - March 2001
Skills
Real Estate, Brokerage, Underwriting, Financial Modeling, Negotiation, Private Equity, Financial Structuring, Banking, Real Estate Development, Disposition, Leases, Due Diligence, Valuation, Property Management, Investments, Management, Entrepreneurship, Mergers & Acquisitions, Acquisitions, Strategy, Capital Markets, Structured Finance, Portfolio Management, Asset Management, Loans, Real Estate Transactions, Investment Properties, Real Estate Economics, Restructuring, Financial Analysis, Bloomberg, Equities, Leveraged Finance, Dispositions
Education
University of Notre Dame 2003 — 2004
MBA, Finance
University of Notre Dame - Mendoza College of Business 2003 — 2004
MBA, Finance
University of Florida 1995 — 1999
BS, Finance
Lisa Kneeppel Lisa Kneeppel's Wachovia Securities Experience 1997 - 2007
Job Account Executive at The Tombras Group
Industry Marketing and Advertising
Experience
The Tombras Group AnalystWachovia Corporation1998 - 2007
Wachovia Securities 1997 - 2007
Skills
Social Media Marketing, Advertising, Microsoft Office, Interactive Marketing, Financial Modeling, Digital Strategy, Public Speaking, Online Marketing, Media Planning, Marketing Communications, Integrated Marketing, PowerPoint, Marketing, InDesign, Market Research, Event Planning, Digital Marketing, Online Advertising, Email Marketing, Social Media, Digital Media, Valuation, Marketing Strategy, Microsoft Word, Copywriting
Education
University of North Carolina at Charlotte 2003 — 2005
The Tombras Group AnalystWachovia Corporation1998 - 2007
Wachovia Securities 1997 - 2007
Skills
Social Media Marketing, Advertising, Microsoft Office, Interactive Marketing, Financial Modeling, Digital Strategy, Public Speaking, Online Marketing, Media Planning, Marketing Communications, Integrated Marketing, PowerPoint, Marketing, InDesign, Market Research, Event Planning, Digital Marketing, Online Advertising, Email Marketing, Social Media, Digital Media, Valuation, Marketing Strategy, Microsoft Word, Copywriting
Education
University of North Carolina at Charlotte 2003 — 2005
Caroline Alexandra Dahle Caroline Alexandra Dahle's Wachovia Securities Experience December 2003 - June 2004
Job Pharmaceutical Sales Professional
Industry Pharmaceuticals
Experience
Sanofi-Aventis December 2007 - December 2009
Wells Fargo Home Mortgage May 2005 - August 2007
Wachovia Securities December 2003 - June 2004
Education
University of Minnesota-Twin Cities 2004 — 2007
BA, Communications
University of Richmond 2002 — 2003
Rhetoric & Communication Studies
Sanofi-Aventis December 2007 - December 2009
Wells Fargo Home Mortgage May 2005 - August 2007
Wachovia Securities December 2003 - June 2004
Education
University of Minnesota-Twin Cities 2004 — 2007
BA, Communications
University of Richmond 2002 — 2003
Rhetoric & Communication Studies
Kathy Buck Kathy Buck's Wachovia Securities Experience July 2008 - February 2010
Job Technology Project Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2010 - Present
Wells Fargo Advisors, LLC January 2010 - July 2010
Wachovia Securities July 2008 - February 2010
A.G. Edwards & Sons, Inc. June 1998 - June 2008
MasterCard September 1995 - June 1998
Western Union February 1993 - September 1995
AgriBank, FCB 1984 - 1993
Skills
Integration, Requirements Analysis, Program Management, Risk Management, Business Analysis, Testing, Visio, SDLC, Process Improvement, Requirements Gathering, DB2, Strategic Planning, Vendor Management, SharePoint, Leadership, PMP, Change Management, Business Process..., Project Management, Financial Services, Analysis, Software Documentation, Business Requirements, PMO, Cross-functional Team..., Business Intelligence, Project Portfolio..., IT Strategy, MS Project
Education
University of Missouri-Saint Louis
BS Business Administration - Accounting
Wells Fargo Advisors June 2010 - Present
Wells Fargo Advisors, LLC January 2010 - July 2010
Wachovia Securities July 2008 - February 2010
A.G. Edwards & Sons, Inc. June 1998 - June 2008
MasterCard September 1995 - June 1998
Western Union February 1993 - September 1995
AgriBank, FCB 1984 - 1993
Skills
Integration, Requirements Analysis, Program Management, Risk Management, Business Analysis, Testing, Visio, SDLC, Process Improvement, Requirements Gathering, DB2, Strategic Planning, Vendor Management, SharePoint, Leadership, PMP, Change Management, Business Process..., Project Management, Financial Services, Analysis, Software Documentation, Business Requirements, PMO, Cross-functional Team..., Business Intelligence, Project Portfolio..., IT Strategy, MS Project
Education
University of Missouri-Saint Louis
BS Business Administration - Accounting
Sean Weir, CGEIT, CISA, PMP's Wachovia Securities Experience March 2005 - July 2007
Job
Industry Information Technology and Services
Experience
Virginia Department of Behavioral Health and Developmental Services (DBHDS) March 2014 - Present
Virginia Information Technologies Agency July 2007 - March 2014
Virginia Information Technologies Agency April 2012 - May 2013
Wachovia Securities March 2005 - July 2007
First Clearing Corporation August 1999 - March 2005
Phillip Morris May 1997 - August 1999
Skills
Risk Management, PMP, Vendor Management, Program Management, Project Management, Governance, Technology Management, Change Management, Strategic Planning, PMO, SDLC, Integration, Analysis, Business Process, Information Technology, Business Analysis, Disaster Recovery, Security, Budgets, Management, Process Improvement, IT Strategy, Project Planning, Software Development
Education
University of North Carolina at Greensboro 1990 — 1995
Bachelor of Arts, Technical Writing
Virginia Department of Behavioral Health and Developmental Services (DBHDS) March 2014 - Present
Virginia Information Technologies Agency July 2007 - March 2014
Virginia Information Technologies Agency April 2012 - May 2013
Wachovia Securities March 2005 - July 2007
First Clearing Corporation August 1999 - March 2005
Phillip Morris May 1997 - August 1999
Skills
Risk Management, PMP, Vendor Management, Program Management, Project Management, Governance, Technology Management, Change Management, Strategic Planning, PMO, SDLC, Integration, Analysis, Business Process, Information Technology, Business Analysis, Disaster Recovery, Security, Budgets, Management, Process Improvement, IT Strategy, Project Planning, Software Development
Education
University of North Carolina at Greensboro 1990 — 1995
Bachelor of Arts, Technical Writing
Natalie Sidor's Wachovia Securities Experience June 2000 - December 2001
Job Public Finance
Industry Financial Services
Experience
Raymond James Financial November 2009 - Present
The Sembler Company June 2007 - November 2009
Woolbright Development May 2006 - August 2006
Raymond James December 2001 - June 2005
Wachovia Securities June 2000 - December 2001
Skills
Asset Management, Capital Markets, Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Investment Banking, Investments, Portfolio Management, Public Finance, Series 7, Underwriting, Valuation
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Real Estate
University of Tampa 1996 — 2000
Bachelors, Finance, Economics
Raymond James Financial November 2009 - Present
The Sembler Company June 2007 - November 2009
Woolbright Development May 2006 - August 2006
Raymond James December 2001 - June 2005
Wachovia Securities June 2000 - December 2001
Skills
Asset Management, Capital Markets, Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Investment Banking, Investments, Portfolio Management, Public Finance, Series 7, Underwriting, Valuation
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Real Estate
University of Tampa 1996 — 2000
Bachelors, Finance, Economics
Breann Bailey (Chastain)'s Wachovia Securities Experience May 2008 - February 2011
Job Blogger, Trainer
Industry Writing and Editing
Experience
Chrysler February 2011 - August 2013
Wachovia Securities May 2008 - February 2011
A. G. Edwards & Sons, Inc. October 2006 - May 2008
A. G. Edwards & Sons, Inc. 2004 - 2006
Stifel, Nicolaus 1998 - 2002
Skills
Customer Service, Microsoft Office, Vendor Management, Business Analysis, Budgets, Project Management, Microsoft Excel, Team Building, Process Improvement, Team Leadership, Strategic Planning, PowerPoint, Inventory Management, Negotiation, New Business Development, Operations Management, Sales, Training, Troubleshooting, Customer Satisfaction, Management
Education
University of Missouri-Saint Louis 2005 — 2008
M.B.A., Business Administration and Management, General
Granite City High School 1995 — 1999
Chrysler February 2011 - August 2013
Wachovia Securities May 2008 - February 2011
A. G. Edwards & Sons, Inc. October 2006 - May 2008
A. G. Edwards & Sons, Inc. 2004 - 2006
Stifel, Nicolaus 1998 - 2002
Skills
Customer Service, Microsoft Office, Vendor Management, Business Analysis, Budgets, Project Management, Microsoft Excel, Team Building, Process Improvement, Team Leadership, Strategic Planning, PowerPoint, Inventory Management, Negotiation, New Business Development, Operations Management, Sales, Training, Troubleshooting, Customer Satisfaction, Management
Education
University of Missouri-Saint Louis 2005 — 2008
M.B.A., Business Administration and Management, General
Granite City High School 1995 — 1999
April Owen Robertson's Wachovia Securities Experience 2002 - Present
Job Vice President at Wells Fargo, Real Estate Capital Markets
Industry Investment Banking
Experience
Wells Fargo June 2002 - Present
Wachovia Securities 2002 - Present
Education
University of North Carolina at Chapel Hill 1997 — 2001
Wells Fargo June 2002 - Present
Wachovia Securities 2002 - Present
Education
University of North Carolina at Chapel Hill 1997 — 2001
Matthew Hornaday's Wachovia Securities Experience April 2004 - June 2006
Job Corporate Development Officer at Hanesbrands Inc.
Industry Financial Services
Experience
Hanesbrands Inc. April 2011 - Present
Young Life's SharpTop Cove August 2009 - April 2011
BB&T Capital Partners July 2006 - August 2009
Wachovia Securities April 2004 - June 2006
Grant Thornton LLP September 2002 - March 2004
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2002
Master of Accounting
University of North Carolina at Chapel Hill 1997 — 2001
BSBA, Business
Hanesbrands Inc. April 2011 - Present
Young Life's SharpTop Cove August 2009 - April 2011
BB&T Capital Partners July 2006 - August 2009
Wachovia Securities April 2004 - June 2006
Grant Thornton LLP September 2002 - March 2004
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2002
Master of Accounting
University of North Carolina at Chapel Hill 1997 — 2001
BSBA, Business
Matthew Pearman's Wachovia Securities Experience June 2008 - February 2011
Job Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2011 - Present
Wachovia Securities June 2008 - February 2011
Wachovia Securities 2005 - 2008
Skills
Capital Markets, Valuation, Investment Banking, Series 7, Financial Modeling
Education
University of Missouri-Columbia 2001 — 2005
BSBA, Finance & Banking; Real Estate
University of Missouri-Columbia, College of Business 2001 — 2005
BSBA, Finance, Real Estate
Wells Fargo February 2011 - Present
Wachovia Securities June 2008 - February 2011
Wachovia Securities 2005 - 2008
Skills
Capital Markets, Valuation, Investment Banking, Series 7, Financial Modeling
Education
University of Missouri-Columbia 2001 — 2005
BSBA, Finance & Banking; Real Estate
University of Missouri-Columbia, College of Business 2001 — 2005
BSBA, Finance, Real Estate
Lucy Carrig's Wachovia Securities Experience September 2007 - August 2008
Job Student at VCU School of Pharmacy
Industry Research
Experience
MCV School of Pharmacy August 2010 - Present
C3 Healthcare Rx June 2013 - July 2014
Target February 2012 - May 2013
Walgreens July 2008 - March 2011
Wachovia Securities September 2007 - August 2008
Dolphin Quest Bermuda January 2007 - April 2007
Skills
Microsoft Office, Social Media, Cpr Certified, Customer Service, Pharmacy, Research, PowerPoint, Public Speaking
Education
VCU School of Pharmacy 2010 — 2015
Doctor of Pharmacy (PharmD), Pharmacy
University of North Carolina at Wilmington 2004 — 2006
B.S., Marine Biology
University of Richmond 2002 — 2004
N/A, Psychology and Education
MCV School of Pharmacy August 2010 - Present
C3 Healthcare Rx June 2013 - July 2014
Target February 2012 - May 2013
Walgreens July 2008 - March 2011
Wachovia Securities September 2007 - August 2008
Dolphin Quest Bermuda January 2007 - April 2007
Skills
Microsoft Office, Social Media, Cpr Certified, Customer Service, Pharmacy, Research, PowerPoint, Public Speaking
Education
VCU School of Pharmacy 2010 — 2015
Doctor of Pharmacy (PharmD), Pharmacy
University of North Carolina at Wilmington 2004 — 2006
B.S., Marine Biology
University of Richmond 2002 — 2004
N/A, Psychology and Education
Jon Tankersley's Wachovia Securities Experience October 2008 - August 2010
Job Architect/Consultant with GTN working for HP Data Center Transformation
Industry Information Technology and Services
Experience
GTN - Global Talent Network April 2014 - Present
Federal Reserve Bank of Richmond October 2012 - May 2014
TeamQuest Corporation February 2012 - October 2012
Solution Labs Inc. September 2010 - October 2012
Wachovia Securities October 2008 - August 2010
Wells Fargo/Wachovia Bank 2009 - 2010
RHI Executive Search June 2008 - October 2008
EDS 2000 - 2008
EDS / EDS-Sabre 1999 - 2008
Robert Half Technology September 1987 - March 1999
Skills
Perl, Apache, PHP, Servers, System Administration, Windows Server, Unix, Operating Systems, Solaris, Red Hat Linux, Programming, HP-UX, AIX, XML, Linux, Disaster Recovery, Python, RedHat
Education
University of Oklahoma 1976 — 1980
Bachelor of Arts, Mathematics
GTN - Global Talent Network April 2014 - Present
Federal Reserve Bank of Richmond October 2012 - May 2014
TeamQuest Corporation February 2012 - October 2012
Solution Labs Inc. September 2010 - October 2012
Wachovia Securities October 2008 - August 2010
Wells Fargo/Wachovia Bank 2009 - 2010
RHI Executive Search June 2008 - October 2008
EDS 2000 - 2008
EDS / EDS-Sabre 1999 - 2008
Robert Half Technology September 1987 - March 1999
Skills
Perl, Apache, PHP, Servers, System Administration, Windows Server, Unix, Operating Systems, Solaris, Red Hat Linux, Programming, HP-UX, AIX, XML, Linux, Disaster Recovery, Python, RedHat
Education
University of Oklahoma 1976 — 1980
Bachelor of Arts, Mathematics
Patti Foley's Wachovia Securities Experience August 2007 - March 2008
Job Financial Services Professional
Industry Financial Services
Experience
ING Retirement Services November 2011 - Present
ING Investment Management September 2009 - January 2010
Banc of America Investment Services March 2008 - March 2009
Wachovia Securities August 2007 - March 2008
John Hancock Funds August 2004 - May 2007
State Street Research March 2000 - July 2004
Education
University of New Hampshire-Manchester 1991 — 1994
ING Retirement Services November 2011 - Present
ING Investment Management September 2009 - January 2010
Banc of America Investment Services March 2008 - March 2009
Wachovia Securities August 2007 - March 2008
John Hancock Funds August 2004 - May 2007
State Street Research March 2000 - July 2004
Education
University of New Hampshire-Manchester 1991 — 1994
Lowe, Melissa's Wachovia Securities Experience Sr. Business/Financial AnalystMutual of Omaha1999 - 2005
Job A/D Sr. Business Analyst at Wachovia Securities
Industry Financial Services
Experience
Wachovia Securities Sr. Business/Financial AnalystMutual of Omaha1999 - 2005
Education
University of Nebraska at Omaha 1987 — 1991
Wachovia Securities Sr. Business/Financial AnalystMutual of Omaha1999 - 2005
Education
University of Nebraska at Omaha 1987 — 1991
Tony Feissle's Wachovia Securities Experience 2007 - 2007
Job Consultant at Microsoft
Industry Computer Software
Experience
Microsoft September 2007 - Present
A.G. Edwards & Sons, Inc. February 1996 - August 2007
Wachovia Securities 2007 - 2007
AG Edwards & Sons, Inc. 2006 - 2007
AG Edwards 1999 - 2005
National Benevolent Association 1985 - 1994
Skills
Visio, SOA, Agile Methodologies, C#, Microsoft SQL Server, Software Development, .NET, SharePoint, SQL
Education
University of Missouri-Saint Louis 1981 — 1985
Bachelor of Science (B.S.), Information Technology
Microsoft September 2007 - Present
A.G. Edwards & Sons, Inc. February 1996 - August 2007
Wachovia Securities 2007 - 2007
AG Edwards & Sons, Inc. 2006 - 2007
AG Edwards 1999 - 2005
National Benevolent Association 1985 - 1994
Skills
Visio, SOA, Agile Methodologies, C#, Microsoft SQL Server, Software Development, .NET, SharePoint, SQL
Education
University of Missouri-Saint Louis 1981 — 1985
Bachelor of Science (B.S.), Information Technology
Phillip McLamb's Wachovia Securities Experience April 2007 - Present
Job Analyst at Wachovia Securities
Industry Banking
Experience
Wachovia Securities April 2007 - Present
RBC Capital Markets August 2006 - March 2007
Education
University of North Carolina at Chapel Hill 2000 — 2005
Wachovia Securities April 2007 - Present
RBC Capital Markets August 2006 - March 2007
Education
University of North Carolina at Chapel Hill 2000 — 2005
Mike Dullaghan's Wachovia Securities Experience May 2008 - August 2009
Job Vice President at US Bancorp Investments, Inc.
Industry Investment Banking
Experience
US Bancorp Investments August 2009 - Present
Wachovia Securities May 2008 - August 2009
Wachovia Securities May 2007 - April 2008
Education
University of North Carolina at Wilmington 2001 — 2005
Business Administration, Finance
US Bancorp Investments August 2009 - Present
Wachovia Securities May 2008 - August 2009
Wachovia Securities May 2007 - April 2008
Education
University of North Carolina at Wilmington 2001 — 2005
Business Administration, Finance
Shelley Rosner's Wachovia Securities Experience February 1996 - Present
Job Information Engineering at A G Edwards
Industry Information Technology and Services
Experience
Wachovia Securities February 1996 - Present
Wachovia Securities 1996 - Present
Education
University of Missouri-Saint Louis 2003 — 2004
Information Technology
Wachovia Securities February 1996 - Present
Wachovia Securities 1996 - Present
Education
University of Missouri-Saint Louis 2003 — 2004
Information Technology
Johnathan Temesgen's Wachovia Securities Experience July 2007 - February 2011
Job Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities March 2014 - Present
Wells Fargo Securities March 2011 - February 2014
Wachovia Securities July 2007 - February 2011
Skills
Capital Markets, Valuation, Financial Modeling, Leveraged Finance, Financial Statement..., Credit Analysis, Series 7, Private Equity, Investment Banking, Fixed Income, Portfolio Management, Mergers & Acquisitions
Education
University of Michigan 2005 — 2007
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
Wells Fargo Securities March 2014 - Present
Wells Fargo Securities March 2011 - February 2014
Wachovia Securities July 2007 - February 2011
Skills
Capital Markets, Valuation, Financial Modeling, Leveraged Finance, Financial Statement..., Credit Analysis, Series 7, Private Equity, Investment Banking, Fixed Income, Portfolio Management, Mergers & Acquisitions
Education
University of Michigan 2005 — 2007
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
Jim Penilla's Wachovia Securities Experience January 1998 - Present
Job Vice President, Investment Banking Wachovia Securities
Industry Investment Banking
Experience
Wachovia Securities January 1998 - Present
A.G. Edwards & Sons, Inc. 1998 - 2007
Education
University of Notre Dame 1991 — 1995
Wachovia Securities January 1998 - Present
A.G. Edwards & Sons, Inc. 1998 - 2007
Education
University of Notre Dame 1991 — 1995
Sherri Holtgrieve's Wachovia Securities Experience January 2008 - January 2009
Job Human Resources Consultant
Industry Financial Services
Experience
Wells Fargo Advisors January 2009 - Present
Wachovia Securities January 2008 - January 2009
A.G. Edwards & Sons, Inc. November 1993 - October 2007
Education
University of Missouri-Columbia, College of Business 1979 — 1983
Bachelor of Science, Administrative Management
Wells Fargo Advisors January 2009 - Present
Wachovia Securities January 2008 - January 2009
A.G. Edwards & Sons, Inc. November 1993 - October 2007
Education
University of Missouri-Columbia, College of Business 1979 — 1983
Bachelor of Science, Administrative Management
David Redensky's Wachovia Securities Experience July 2004 - September 2008
Job Associate Director at UBS Global Asset Management
Industry Computer Software
Experience
UBS Global Asset Management September 2013 - Present
Northern Trust Corporation March 2011 - September 2013
CDW August 2010 - March 2011
Deutsche Asset Management May 2009 - August 2010
Symphono Collab LLC September 2008 - May 2009
Wachovia Securities July 2004 - September 2008
First Traders April 2001 - July 2004
Skills
Agile Methodologies, C#, SDLC, SQL, Software Development, Microsoft SQL Server, Software Project..., Business Analysis, Requirements Analysis
Education
University of Michigan-Dearborn 1991 — 1995
UBS Global Asset Management September 2013 - Present
Northern Trust Corporation March 2011 - September 2013
CDW August 2010 - March 2011
Deutsche Asset Management May 2009 - August 2010
Symphono Collab LLC September 2008 - May 2009
Wachovia Securities July 2004 - September 2008
First Traders April 2001 - July 2004
Skills
Agile Methodologies, C#, SDLC, SQL, Software Development, Microsoft SQL Server, Software Project..., Business Analysis, Requirements Analysis
Education
University of Michigan-Dearborn 1991 — 1995
Matthew Belcher's Wachovia Securities Experience May 2007 - May 2010
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments September 2012 - Present
Securities America June 2010 - September 2012
Wachovia Securities May 2007 - May 2010
Wachovia Bank/Wachovia Securities May 2004 - January 2007
UBS February 2002 - May 2004
Manufactured Home Outlet June 2001 - February 2002
Cisco November 2000 - May 2001
Intermedia Communication March 2000 - November 2000
Central Carolina Bank November 1997 - March 2000
Education
University of North Carolina at Chapel Hill 1993 — 1997
BA, Economics
PNC Investments September 2012 - Present
Securities America June 2010 - September 2012
Wachovia Securities May 2007 - May 2010
Wachovia Bank/Wachovia Securities May 2004 - January 2007
UBS February 2002 - May 2004
Manufactured Home Outlet June 2001 - February 2002
Cisco November 2000 - May 2001
Intermedia Communication March 2000 - November 2000
Central Carolina Bank November 1997 - March 2000
Education
University of North Carolina at Chapel Hill 1993 — 1997
BA, Economics
Jeff Kilgore's Wachovia Securities Experience March 2008 - March 2009
Job App Engineer
Industry Financial Services
Experience
Wells Fargo Advisors October 2013 - Present
Wells Fargo Advisors March 2009 - September 2013
Wachovia Securities March 2008 - March 2009
A.G. Edwards March 2007 - March 2008
Boeing November 2006 - February 2007
United States Postal Service March 2006 - August 2006
A.G. Edwards December 1998 - July 2006
USAF July 1992 - December 1996
Skills
Java, Primefaces, Hibernate, Spring, HP Performance Center, LoadRunner, Eclipse, JSF
Education
University of Missouri-Saint Louis 1997 — 2000
BS, Computer Science
Wells Fargo Advisors October 2013 - Present
Wells Fargo Advisors March 2009 - September 2013
Wachovia Securities March 2008 - March 2009
A.G. Edwards March 2007 - March 2008
Boeing November 2006 - February 2007
United States Postal Service March 2006 - August 2006
A.G. Edwards December 1998 - July 2006
USAF July 1992 - December 1996
Skills
Java, Primefaces, Hibernate, Spring, HP Performance Center, LoadRunner, Eclipse, JSF
Education
University of Missouri-Saint Louis 1997 — 2000
BS, Computer Science
Tripp Welborne's Wachovia Securities Experience 1997 - 2002
Job Athletics and Business Entrepreneur
Industry Education Management
Experience
Bornwell LLC 2010 - Present
Shorecrest Preparatory School 2009 - Present
Virtus Executive Search, LLC 2009 - Present
Target 2004 - 2008
Bank of America 2002 - 2004
Wachovia Securities 1997 - 2002
Education
Queens University of Charlotte - McColl Graduate School of Business
MBA, Finance, Strategy
University of Michigan
BGS, Engineering, Communications
Bornwell LLC 2010 - Present
Shorecrest Preparatory School 2009 - Present
Virtus Executive Search, LLC 2009 - Present
Target 2004 - 2008
Bank of America 2002 - 2004
Wachovia Securities 1997 - 2002
Education
Queens University of Charlotte - McColl Graduate School of Business
MBA, Finance, Strategy
University of Michigan
BGS, Engineering, Communications
Trey Villines's Wachovia Securities Experience 2000 - 2008
Job Release Coordinator at HealthLink
Industry Financial Services
Experience
Healthlink 2008 - Present
A.G. Edwards & Sons, Inc. 2000 - Present
A.G.Edwards May 2006 - May 2008
Wachovia Securities 2000 - 2008
Daugherty Systems 1998 - 2000
Education
University of Missouri-Rolla 1990 — 1995
Healthlink 2008 - Present
A.G. Edwards & Sons, Inc. 2000 - Present
A.G.Edwards May 2006 - May 2008
Wachovia Securities 2000 - 2008
Daugherty Systems 1998 - 2000
Education
University of Missouri-Rolla 1990 — 1995
Matthew Ronn's Wachovia Securities Experience December 1993 - October 2001
Job Financial Services Professional
Industry Financial Services
Experience
Independent ConsultantOakbrook SolutionsJune 2009 - January 2012
iGATE Global Solutions October 2001 - July 2007
Wachovia Securities December 1993 - October 2001
Wachovia Bank 1993 - 2001
National City Mortgage July 1988 - April 1990
Citicorp Mortgage Inc. August 1987 - April 1988
USPA & IRA, Inc. June 1985 - July 1987
United States Army May 1980 - April 1985
Education
University of North Carolina at Greensboro 1990 — 1993
MBA, Finance
University of Wisconsin-Green Bay 1977 — 1980
BA, Urban Studies and Sociology
Independent ConsultantOakbrook SolutionsJune 2009 - January 2012
iGATE Global Solutions October 2001 - July 2007
Wachovia Securities December 1993 - October 2001
Wachovia Bank 1993 - 2001
National City Mortgage July 1988 - April 1990
Citicorp Mortgage Inc. August 1987 - April 1988
USPA & IRA, Inc. June 1985 - July 1987
United States Army May 1980 - April 1985
Education
University of North Carolina at Greensboro 1990 — 1993
MBA, Finance
University of Wisconsin-Green Bay 1977 — 1980
BA, Urban Studies and Sociology
David Bohman's Wachovia Securities Experience June 2008 - September 2009
Job Senior Investment Associate at ASB Capital Management
Industry Real Estate
Experience
ASB Capital Management June 2011 - Present
Wells Fargo October 2009 - June 2011
Wachovia Securities June 2008 - September 2009
Capital Trust June 2007 - August 2007
Opus Northwest May 2006 - August 2006
Skills
Real Estate, Investments, Real Estate Development, Investment Properties, Asset Managment, Underwriting, Financial Modeling, Valuation, Finance, Real Estate Economics, Due Diligence, Financial Analysis, Commercial Real Estate, Real Estate Transactions, Credit Analysis, Capital Markets, Real Estate Financing
Education
University of Pennsylvania 2004 — 2008
Bachelor of Science (B.S.)
University of Pennsylvania - The Wharton School 2004 — 2008
BS Economics
ASB Capital Management June 2011 - Present
Wells Fargo October 2009 - June 2011
Wachovia Securities June 2008 - September 2009
Capital Trust June 2007 - August 2007
Opus Northwest May 2006 - August 2006
Skills
Real Estate, Investments, Real Estate Development, Investment Properties, Asset Managment, Underwriting, Financial Modeling, Valuation, Finance, Real Estate Economics, Due Diligence, Financial Analysis, Commercial Real Estate, Real Estate Transactions, Credit Analysis, Capital Markets, Real Estate Financing
Education
University of Pennsylvania 2004 — 2008
Bachelor of Science (B.S.)
University of Pennsylvania - The Wharton School 2004 — 2008
BS Economics
Kerry Bell, CFP®'s Wachovia Securities Experience January 2008 - April 2009
Job Vice President Investments at Raymond James
Industry Financial Services
Experience
Raymond James May 2014 - Present
Wells Fargo Advisors May 2009 - May 2014
Wachovia Securities January 2008 - April 2009
A.G. Edwards & Sons, Inc. December 2001 - December 2007
Skills
Equities, Fixed Income, Investments, Hedging, Wealth Management, Risk Management, Finance, Series 7, Mutual Funds, Securities, Asset Allocation, Alternative Investments, Financial Markets, Credit, Financial Modeling, Trading
Education
University of North Alabama 1993 — 1998
BS, Finance
Huntsville High 1987 — 1991
Raymond James May 2014 - Present
Wells Fargo Advisors May 2009 - May 2014
Wachovia Securities January 2008 - April 2009
A.G. Edwards & Sons, Inc. December 2001 - December 2007
Skills
Equities, Fixed Income, Investments, Hedging, Wealth Management, Risk Management, Finance, Series 7, Mutual Funds, Securities, Asset Allocation, Alternative Investments, Financial Markets, Credit, Financial Modeling, Trading
Education
University of North Alabama 1993 — 1998
BS, Finance
Huntsville High 1987 — 1991
Nakul Batra's Wachovia Securities Experience June 2007 - April 2009
Job at Ballast Point Ventures
Industry Venture Capital & Private Equity
Experience
Ballast Point Ventures April 2009 - June 2011
Wachovia Securities June 2007 - April 2009
Skills
Financial Modeling, Investment Banking, Valuation, Private Equity
Education
University of South Florida College of Medicine 2013 — 2017
Doctor of Medicine (MD)
University of North Carolina at Chapel Hill 2003 — 2007
Ballast Point Ventures April 2009 - June 2011
Wachovia Securities June 2007 - April 2009
Skills
Financial Modeling, Investment Banking, Valuation, Private Equity
Education
University of South Florida College of Medicine 2013 — 2017
Doctor of Medicine (MD)
University of North Carolina at Chapel Hill 2003 — 2007
Jane Wu's Wachovia Securities Experience July 2007 - July 2010
Job Carolina States Regional Center LLC
Industry Real Estate
Experience
Carolina States Regional Center LLC December 2012 - Present
Wells Fargo Securities August 2010 - July 2012
Wachovia Securities July 2007 - July 2010
Bank of America Securities 2005 - 2006
Skills
Private Equity, Financial Structuring
Education
University of North Carolina at Charlotte - Belk College of Business 2005 — 2007
Master, Mathematic Finance
Carolina States Regional Center LLC December 2012 - Present
Wells Fargo Securities August 2010 - July 2012
Wachovia Securities July 2007 - July 2010
Bank of America Securities 2005 - 2006
Skills
Private Equity, Financial Structuring
Education
University of North Carolina at Charlotte - Belk College of Business 2005 — 2007
Master, Mathematic Finance
Ryan Atkinson's Wachovia Securities Experience February 2006 - April 2008
Job Atkinson Insurance Agency
Industry Insurance
Experience
Atkinson Insurance Agency, LLC January 2011 - Present
Wachovia Securities February 2006 - April 2008
Skills
Insurance, Investment Properties, First Time Home Buyers, Refinance, Credit, Residential Homes, Fixed Annuities, Customer Service, Life Insurance, Sales Management, Commercial Insurance, Investments, Referrals, Residential Mortgages, Risk Management, Sales, Small Business
Education
University of North Carolina at Wilmington 2001 — 2005
Bachelor of Science, Marketing
Atlee High School 1997 — 2001
High School Diploma, Marketing
Atkinson Insurance Agency, LLC January 2011 - Present
Wachovia Securities February 2006 - April 2008
Skills
Insurance, Investment Properties, First Time Home Buyers, Refinance, Credit, Residential Homes, Fixed Annuities, Customer Service, Life Insurance, Sales Management, Commercial Insurance, Investments, Referrals, Residential Mortgages, Risk Management, Sales, Small Business
Education
University of North Carolina at Wilmington 2001 — 2005
Bachelor of Science, Marketing
Atlee High School 1997 — 2001
High School Diploma, Marketing
Douglas Elkington's Wachovia Securities Experience May 2007 - April 2008
Job Owner Of Cleaner Image LLC
Industry Textiles
Experience
Wachovia Securities May 2007 - April 2008
Silver State Mortgage 2005 - 2006
Education
University of Nevada-Las Vegas 2002 — 2005
Wachovia Securities May 2007 - April 2008
Silver State Mortgage 2005 - 2006
Education
University of Nevada-Las Vegas 2002 — 2005
Tandra McWright's Wachovia Securities Experience April 2006 - August 2008
Job eComm Services Test Lead at Bradford & Galt
Industry Government Administration
Experience
Bradford & Galt February 2015 - Present
Bradford & Galt March 2014 - February 2015
Analysts International Corporation (AIC) July 2012 - March 2014
Analysts International Corporation (AIC) January 2011 - July 2012
Northrop Grumman Information Systems November 2008 - January 2011
Northrop Grumman Information Systems August 2008 - November 2008
Wachovia Securities April 2006 - August 2008
NetEffects October 2005 - April 2006
Accenture December 2004 - October 2005
Accenture February 2004 - December 2004
Skills
Perl, SQL
Education
University of Missouri-Saint Louis 1999 — 2002
BS, Computer Science
Bradford & Galt February 2015 - Present
Bradford & Galt March 2014 - February 2015
Analysts International Corporation (AIC) July 2012 - March 2014
Analysts International Corporation (AIC) January 2011 - July 2012
Northrop Grumman Information Systems November 2008 - January 2011
Northrop Grumman Information Systems August 2008 - November 2008
Wachovia Securities April 2006 - August 2008
NetEffects October 2005 - April 2006
Accenture December 2004 - October 2005
Accenture February 2004 - December 2004
Skills
Perl, SQL
Education
University of Missouri-Saint Louis 1999 — 2002
BS, Computer Science
James Bumgarner's Wachovia Securities Experience February 2000 - July 2002
Job Applications Systems Engineer at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo Securities March 2011 - Present
Wells Fargo March 2010 - February 2011
Great Direct Concepts August 2002 - September 2010
Wachovia Securities February 2000 - July 2002
Keane August 1998 - November 1999
Education
University of North Carolina at Charlotte 1992 — 1997
Bachelor of Arts, History
Wells Fargo Securities March 2011 - Present
Wells Fargo March 2010 - February 2011
Great Direct Concepts August 2002 - September 2010
Wachovia Securities February 2000 - July 2002
Keane August 1998 - November 1999
Education
University of North Carolina at Charlotte 1992 — 1997
Bachelor of Arts, History
Greg Ponder's Wachovia Securities Experience September 1999 - August 2003
Job AVP at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch May 2006 - Present
SunTrust Robinson Humphrey August 2003 - May 2006
Wachovia Securities September 1999 - August 2003
Education
University of North Carolina at Charlotte - Belk College of Business 1995 — 1999
Bachelor of Science (BS) BA, Finance
Bank of America Merrill Lynch May 2006 - Present
SunTrust Robinson Humphrey August 2003 - May 2006
Wachovia Securities September 1999 - August 2003
Education
University of North Carolina at Charlotte - Belk College of Business 1995 — 1999
Bachelor of Science (BS) BA, Finance
Robert Miley's Wachovia Securities Experience 1999 - 2001
Job Wells Fargo Securities Business Management Team
Industry Financial Services
Experience
Wells Fargo Securities 2000 - Present
Wachovia 2005 - 2008
Wachovia Securities 1999 - 2001
Education
University of North Carolina at Chapel Hill 1986 — 1991
B.A., Industrial Relations
Wells Fargo Securities 2000 - Present
Wachovia 2005 - 2008
Wachovia Securities 1999 - 2001
Education
University of North Carolina at Chapel Hill 1986 — 1991
B.A., Industrial Relations
Alan Herzog's Wachovia Securities Experience January 2008 - September 2009
Job Director Funds Compliance at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2013 - Present
Wells Fargo Advisors, LLC September 2009 - February 2013
Wachovia Securities January 2008 - September 2009
A.G. Edwards 2001 - 2008
Education
University of Missouri-Columbia School of Law 1996 — 1999
JD, Law
University of Missouri-Columbia
Edward Jones February 2013 - Present
Wells Fargo Advisors, LLC September 2009 - February 2013
Wachovia Securities January 2008 - September 2009
A.G. Edwards 2001 - 2008
Education
University of Missouri-Columbia School of Law 1996 — 1999
JD, Law
University of Missouri-Columbia
Maurice McKenzie, CFA's Wachovia Securities Experience February 2000 - June 2002
Job MCM Management Consulting, LLC
Industry Financial Services
Experience
MCM Management Consulting, LLC January 2014 - Present
SAIC March 2012 - July 2013
Signal Hill Capital August 2006 - December 2007
FBR June 2002 - July 2006
Wachovia Securities February 2000 - June 2002
Hertz Equipment Rental November 1996 - July 1998
Gannett August 1993 - November 1996
Skills
Financial Modeling, Valuation, Equity Research, Mergers & Acquisitions, Investments, Financial Analysis, Portfolio Management, Management, Strategy, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 1999
MBA, Finance, Financial Statement Analysis, Strategy & Marketing
George Mason University - School of Business
Bachelor of Applied Science (B.A.Sc.), Accounting
MCM Management Consulting, LLC January 2014 - Present
SAIC March 2012 - July 2013
Signal Hill Capital August 2006 - December 2007
FBR June 2002 - July 2006
Wachovia Securities February 2000 - June 2002
Hertz Equipment Rental November 1996 - July 1998
Gannett August 1993 - November 1996
Skills
Financial Modeling, Valuation, Equity Research, Mergers & Acquisitions, Investments, Financial Analysis, Portfolio Management, Management, Strategy, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 1999
MBA, Finance, Financial Statement Analysis, Strategy & Marketing
George Mason University - School of Business
Bachelor of Applied Science (B.A.Sc.), Accounting
Chris Konstantinos, CFA's Wachovia Securities Experience 2002 - 2008
Job Director of International Portfolio Management at Riverfront Investment Group
Industry Investment Management
Experience
Riverfront Investment Group January 2012 - Present
Riverfront Investment Group June 2008 - December 2011
Wachovia Securities 2002 - 2008
Wachovia/First Union Securities 2000 - 2002
Skills
Portfolio Management, Asset Management, Equities, Investments, Financial Analysis
Education
University of North Carolina at Chapel Hill 1996 — 2000
BSBA, Kenan-Flagler School of Business, Finance
Kent Roosevelt High School, Kent OH 1992 — 1996
Riverfront Investment Group January 2012 - Present
Riverfront Investment Group June 2008 - December 2011
Wachovia Securities 2002 - 2008
Wachovia/First Union Securities 2000 - 2002
Skills
Portfolio Management, Asset Management, Equities, Investments, Financial Analysis
Education
University of North Carolina at Chapel Hill 1996 — 2000
BSBA, Kenan-Flagler School of Business, Finance
Kent Roosevelt High School, Kent OH 1992 — 1996
Jae Teeter's Wachovia Securities Experience Managed all internal and external audits, managed risk for Real Estate Asset Management which included CMBS, Warehouse Portfolioios, GSE loans, Tax Credit, Special Servicing, along with other bank products. This included identifying controls and testing controls. Ensured bank and industry compliance. Also, managed the oversight for 70+ subservicers.Vice President, CMS Compliance ManagerWells Fargo2002 - Present
Job Vice President, CMS Compliance Manager at Wells Fargo
Industry Investment Banking
Experience
Wachovia Securities Managed all internal and external audits, managed risk for Real Estate Asset Management which included CMBS, Warehouse Portfolioios, GSE loans, Tax Credit, Special Servicing, along with other bank products. This included identifying controls and testing controls. Ensured bank and industry compliance. Also, managed the oversight for 70+ subservicers.Vice President, CMS Compliance ManagerWells Fargo2002 - Present
Wachovia 2002 - 2009
Skills
Loans, CMBS
Education
University of North Carolina at Charlotte - Belk College of Business 1995 — 1997
MBA, Marketing
University of North Carolina at Pembroke 1989 — 1992
BA, Accounting and Management
Wachovia Securities Managed all internal and external audits, managed risk for Real Estate Asset Management which included CMBS, Warehouse Portfolioios, GSE loans, Tax Credit, Special Servicing, along with other bank products. This included identifying controls and testing controls. Ensured bank and industry compliance. Also, managed the oversight for 70+ subservicers.Vice President, CMS Compliance ManagerWells Fargo2002 - Present
Wachovia 2002 - 2009
Skills
Loans, CMBS
Education
University of North Carolina at Charlotte - Belk College of Business 1995 — 1997
MBA, Marketing
University of North Carolina at Pembroke 1989 — 1992
BA, Accounting and Management
Mark Witte's Wachovia Securities Experience 2008 - 2008
Job Treasurer and Board Member at Jetty East Condominium Association
Industry Financial Services
Experience
SF Advisors, LLC December 2011 - Present
Jetty East Condominium Association January 2015 - Present
Realty and Associates May 2012 - Present
Cruise Planners - All 4 Vacations, LLC March 2011 - Present
Self Employed January 1987 - Present
Coldwell Banker Gundaker April 2009 - May 2012
Stern Brothers 2008 - 2009
Wachovia Securities 2008 - 2008
A.G. Edwards & Sons, Inc. 2003 - 2008
Coldwell Banker Gundaker 1997 - 2003
Skills
Series 7, Bonds, Investments, Securities, Asset Managment, Capital Markets, Investment Banking, Risk Management, Real Estate, Strategic Planning, Investment Advisory, Asset Management, Project Finance, Commodity, Series 63, Financial Advisory, Valuation, Business Strategy, Analysis, Financial Modeling, Entrepreneurship, Finance, Portfolio Management, Strategy, Due Diligence, Alternative Investments, Financial Analysis, Mutual Funds, Strategic Financial..., Asset Allocation, Fixed Income, Investment Management, Investment Strategies, Financial Services, Entrepreneurship..., Entrepreneurship..., FINRA, Equities, Hedge Funds, Financial Planning, Management, Corporate Finance, Banking, Wealth Management, Mergers & Acquisitions, Sales
Education
University of Missouri-Saint Louis 1982 — 1986
BSBA, Accounting
Oakville Senior High
SF Advisors, LLC December 2011 - Present
Jetty East Condominium Association January 2015 - Present
Realty and Associates May 2012 - Present
Cruise Planners - All 4 Vacations, LLC March 2011 - Present
Self Employed January 1987 - Present
Coldwell Banker Gundaker April 2009 - May 2012
Stern Brothers 2008 - 2009
Wachovia Securities 2008 - 2008
A.G. Edwards & Sons, Inc. 2003 - 2008
Coldwell Banker Gundaker 1997 - 2003
Skills
Series 7, Bonds, Investments, Securities, Asset Managment, Capital Markets, Investment Banking, Risk Management, Real Estate, Strategic Planning, Investment Advisory, Asset Management, Project Finance, Commodity, Series 63, Financial Advisory, Valuation, Business Strategy, Analysis, Financial Modeling, Entrepreneurship, Finance, Portfolio Management, Strategy, Due Diligence, Alternative Investments, Financial Analysis, Mutual Funds, Strategic Financial..., Asset Allocation, Fixed Income, Investment Management, Investment Strategies, Financial Services, Entrepreneurship..., Entrepreneurship..., FINRA, Equities, Hedge Funds, Financial Planning, Management, Corporate Finance, Banking, Wealth Management, Mergers & Acquisitions, Sales
Education
University of Missouri-Saint Louis 1982 — 1986
BSBA, Accounting
Oakville Senior High
Ryan Fischer's Wachovia Securities Experience 2000 - 2007
Job SVP, Restaurant Industry Specialist at SunTrust Bank
Industry Banking
Experience
SunTrust Bank August 2015 - Present
Dragonfly Capital Partners, LLC May 2013 - August 2015
The PrinceRidge Group May 2012 - May 2013
Morgan Keegan & Company, Inc. October 2010 - April 2012
Jefferies & Company October 2007 - October 2010
Wachovia Securities 2000 - 2007
Parker Hunter Incorporated May 1996 - July 1998
Skills
Recapitalizations, Series 7, Investment Banking, Private Placements, Capital Raising, LBO, Capital Markets, Debt, Equities, Fixed Income, Equity Research, Alternative Investments, Equity Capital Markets, Leveraged Finance, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
MBA, Finance & Corporate Strategy
University of Pittsburgh 1992 — 1996
BA, Business Administration & Economics
SunTrust Bank August 2015 - Present
Dragonfly Capital Partners, LLC May 2013 - August 2015
The PrinceRidge Group May 2012 - May 2013
Morgan Keegan & Company, Inc. October 2010 - April 2012
Jefferies & Company October 2007 - October 2010
Wachovia Securities 2000 - 2007
Parker Hunter Incorporated May 1996 - July 1998
Skills
Recapitalizations, Series 7, Investment Banking, Private Placements, Capital Raising, LBO, Capital Markets, Debt, Equities, Fixed Income, Equity Research, Alternative Investments, Equity Capital Markets, Leveraged Finance, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
MBA, Finance & Corporate Strategy
University of Pittsburgh 1992 — 1996
BA, Business Administration & Economics
Yonas Michael's Wachovia Securities Experience Application EngineerA.G. Edwards & Sons, Inc.2004 - Present
Job Application Engineer/Software Engineer at Wachovia Securities
Industry Computer Software
Experience
Wachovia Securities Application EngineerA.G. Edwards & Sons, Inc.2004 - Present
Education
University of Missouri-Saint Louis 2000 — 2003
Bachelor, Computer Science
Wachovia Securities Application EngineerA.G. Edwards & Sons, Inc.2004 - Present
Education
University of Missouri-Saint Louis 2000 — 2003
Bachelor, Computer Science
Kate Leveque's Wachovia Securities Experience June 2004 - February 2007
Job Director at Wells Fargo Securities, Investment Banking & Capital Markets
Industry Banking
Experience
Wells Fargo Securities March 2007 - Present
Wachovia Securities June 2004 - February 2007
Wachovia Securities June 2002 - May 2004
Wachovia Securities July 2000 - May 2002
First Union Securities June 1998 - May 2000
Skills
Investment Banking, Capital Markets, Series 7, Corporate Finance, Strategy, Investments, Financial Modeling, Finance, Management, Financial Analysis, Leadership
Education
University of North Carolina at Chapel Hill 1993 — 1997
B.A., International Studies
The Berkshire School, Sheffield, MA 1989 — 1993
Wells Fargo Securities March 2007 - Present
Wachovia Securities June 2004 - February 2007
Wachovia Securities June 2002 - May 2004
Wachovia Securities July 2000 - May 2002
First Union Securities June 1998 - May 2000
Skills
Investment Banking, Capital Markets, Series 7, Corporate Finance, Strategy, Investments, Financial Modeling, Finance, Management, Financial Analysis, Leadership
Education
University of North Carolina at Chapel Hill 1993 — 1997
B.A., International Studies
The Berkshire School, Sheffield, MA 1989 — 1993
Ranjita Mohanty's Wachovia Securities Experience May 1995 - Present
Job VP at Wachovia Securities
Industry Investment Banking
Experience
Wachovia Securities May 1995 - Present
IBM December 1988 - April 1995
Skills
Fixed Income, User Acceptance Testing, Trading Systems, Software Development, Capital Markets, FX Options, Integration, Derivatives, Calypso, Interest Rate..., Credit Derivatives, Requirements Analysis, Electronic Trading, Options
Education
University of North Carolina at Charlotte
BA, Computer Science
Wachovia Securities May 1995 - Present
IBM December 1988 - April 1995
Skills
Fixed Income, User Acceptance Testing, Trading Systems, Software Development, Capital Markets, FX Options, Integration, Derivatives, Calypso, Interest Rate..., Credit Derivatives, Requirements Analysis, Electronic Trading, Options
Education
University of North Carolina at Charlotte
BA, Computer Science
Aaron Lazovik's Wachovia Securities Experience February 2006 - May 2007
Job Vice President at Brickman
Industry Commercial Real Estate
Experience
Brickman January 2012 - Present
Anglo Irish Bank November 2007 - December 2011
Credit Suisse May 2007 - October 2007
Wachovia Securities February 2006 - May 2007
King & Spalding LLP July 2004 - February 2006
Skills
Real Estate Finance, Debt Structuring, Acquisition Analysis, Asset Management, Workout, Closing Deals, Capital Markets, Client Services, Client Interfacing, Valuation, Acquisitions
Education
University of North Carolina at Chapel Hill 2000 — 2004
Bachelor of Science; Bachelor of Arts, Business & English
Brickman January 2012 - Present
Anglo Irish Bank November 2007 - December 2011
Credit Suisse May 2007 - October 2007
Wachovia Securities February 2006 - May 2007
King & Spalding LLP July 2004 - February 2006
Skills
Real Estate Finance, Debt Structuring, Acquisition Analysis, Asset Management, Workout, Closing Deals, Capital Markets, Client Services, Client Interfacing, Valuation, Acquisitions
Education
University of North Carolina at Chapel Hill 2000 — 2004
Bachelor of Science; Bachelor of Arts, Business & English
Scott Smith's Wachovia Securities Experience August 1998 - February 2009
Job Managing Director at Lazard Middle Market Advisory
Industry Investment Banking
Experience
Lazard - Middle Market Advisory June 2008 - Present
Wachovia Securities August 1998 - February 2009
Bowles Hollowell Conner 1993 - 1998
Berkshire Partners 1989 - 1991
Skills
Private Equity, Investment Banking, Valuation, LBO, Mergers & Acquisitions, Capital Markets, Corporate Finance, Venture Capital, Financial Modeling, Corporate Development, Due Diligence, Equities
Education
Darden Business School 1991 — 1993
Master of Business Administration (MBA)
Williams College 1983 — 1987
BA, Economics
Oxford University 1985 — 1986
Lazard - Middle Market Advisory June 2008 - Present
Wachovia Securities August 1998 - February 2009
Bowles Hollowell Conner 1993 - 1998
Berkshire Partners 1989 - 1991
Skills
Private Equity, Investment Banking, Valuation, LBO, Mergers & Acquisitions, Capital Markets, Corporate Finance, Venture Capital, Financial Modeling, Corporate Development, Due Diligence, Equities
Education
Darden Business School 1991 — 1993
Master of Business Administration (MBA)
Williams College 1983 — 1987
BA, Economics
Oxford University 1985 — 1986
Kevin Kalota's Wachovia Securities Experience October 2007 - October 2008
Job C++ programmer at Scottrade
Industry Financial Services
Experience
Scottrade May 2009 - Present
Wells Fargo 2008 - 2009
A. G. Edwards & Sons Inc 1995 - 2009
Wachovia Securities October 2007 - October 2008
Skills
C++, Databases, SDLC
Education
University of Missouri-Columbia 1988 — 1992
BSBA, Finance
Scottrade May 2009 - Present
Wells Fargo 2008 - 2009
A. G. Edwards & Sons Inc 1995 - 2009
Wachovia Securities October 2007 - October 2008
Skills
C++, Databases, SDLC
Education
University of Missouri-Columbia 1988 — 1992
BSBA, Finance
Aaron Case's Wachovia Securities Experience November 2005 - December 2008
Job Vice President, Enterprise Architect at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors November 2004 - Present
Wells Fargo Advisors January 2009 - June 2012
Wachovia Securities November 2005 - December 2008
Northrop Grumman Corporation January 2004 - November 2004
Skills
Architecture, Enterprise Architecture, SOA, Architectures, Requirements Analysis, Integration, Agile Methodologies, SDLC, Enterprise Software, Visio, SQL, Unix, Websphere, Testing, Microsoft SQL Server, User Experience, Enterprise Search, Enterprise Mobility
Education
University of North Carolina at Charlotte 1996 — 2002
MSEE, BSEE, electrical engineering
Wells Fargo Advisors November 2004 - Present
Wells Fargo Advisors January 2009 - June 2012
Wachovia Securities November 2005 - December 2008
Northrop Grumman Corporation January 2004 - November 2004
Skills
Architecture, Enterprise Architecture, SOA, Architectures, Requirements Analysis, Integration, Agile Methodologies, SDLC, Enterprise Software, Visio, SQL, Unix, Websphere, Testing, Microsoft SQL Server, User Experience, Enterprise Search, Enterprise Mobility
Education
University of North Carolina at Charlotte 1996 — 2002
MSEE, BSEE, electrical engineering
Susan Spivak Bernstein's Wachovia Securities Experience March 2002 - February 2009
Job Senior Vice President, Investor Relations at Argo Group International Holdings, Ltd.
Industry Financial Services
Experience
Argo Group International Holdings, Ltd. June 2013 - Present
Alterra Capital Holdings Ltd. February 2009 - May 2013
Wachovia Securities March 2002 - February 2009
ABN AMRO July 2000 - March 2002
Donaldson, Lufkin & Jenrette 1988 - 2000
Skills
Investor Relations, Project Finance, Property & Casualty..., Strategic Partnerships, Communication Training, New Business Development, Equities, Executive Management, Investments, Mergers & Acquisitions, Finance, Insurance, Financial Modeling, Capital Markets, Valuation, Hedge Funds
Education
University of Michigan 1984 — 1988
BS
Argo Group International Holdings, Ltd. June 2013 - Present
Alterra Capital Holdings Ltd. February 2009 - May 2013
Wachovia Securities March 2002 - February 2009
ABN AMRO July 2000 - March 2002
Donaldson, Lufkin & Jenrette 1988 - 2000
Skills
Investor Relations, Project Finance, Property & Casualty..., Strategic Partnerships, Communication Training, New Business Development, Equities, Executive Management, Investments, Mergers & Acquisitions, Finance, Insurance, Financial Modeling, Capital Markets, Valuation, Hedge Funds
Education
University of Michigan 1984 — 1988
BS
Dave Felty's Wachovia Securities Experience 2000 - 2006
Job Managing Director at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey September 2010 - Present
Columbus Nova April 2006 - September 2010
Wachovia Securities 2000 - 2006
Price Waterhouse Coopers 1996 - 1998
Price Waterhouse 1992 - 1995
Skills
Leveraged Finance, LBO, Buyouts, Deal Execution, Capital Markets, Capital Raising, Acquisitions, Finance, Capital, Private Equity, Mezzanine, Investments, Banking Relationships, Debt Restructuring
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business
BS, Accounting
SunTrust Robinson Humphrey September 2010 - Present
Columbus Nova April 2006 - September 2010
Wachovia Securities 2000 - 2006
Price Waterhouse Coopers 1996 - 1998
Price Waterhouse 1992 - 1995
Skills
Leveraged Finance, LBO, Buyouts, Deal Execution, Capital Markets, Capital Raising, Acquisitions, Finance, Capital, Private Equity, Mezzanine, Investments, Banking Relationships, Debt Restructuring
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business
BS, Accounting
Raymond Ng, PMP's Wachovia Securities Experience 2008 - 2009
Job
Industry Insurance
Experience
Allstate Corporation March 2014 - Present
Office Depot/OfficeMax October 2013 - February 2014
Anixter March 2013 - June 2013
Tower Group Companies July 2011 - March 2013
Allstate Corporation November 2010 - July 2011
Northern Trust January 2010 - November 2010
Allstate Corporation - Enterprise Technology Solutions 2009 - 2009
Wachovia Securities 2008 - 2009
Allstate Corporation - Claim Technology Services November 2006 - August 2007
Allstate Corporation - Enterprise Technology Services May 2006 - November 2006
Skills
Data Center, Integration, Information Technology, Resource Management, Business Intelligence, Program Management, Enterprise Architecture, PMO, Data Warehousing
Education
University of Minnesota - Carlson School of Management
MBA, Management Information Systems/Finance
Allstate Corporation March 2014 - Present
Office Depot/OfficeMax October 2013 - February 2014
Anixter March 2013 - June 2013
Tower Group Companies July 2011 - March 2013
Allstate Corporation November 2010 - July 2011
Northern Trust January 2010 - November 2010
Allstate Corporation - Enterprise Technology Solutions 2009 - 2009
Wachovia Securities 2008 - 2009
Allstate Corporation - Claim Technology Services November 2006 - August 2007
Allstate Corporation - Enterprise Technology Services May 2006 - November 2006
Skills
Data Center, Integration, Information Technology, Resource Management, Business Intelligence, Program Management, Enterprise Architecture, PMO, Data Warehousing
Education
University of Minnesota - Carlson School of Management
MBA, Management Information Systems/Finance
Mark Supple's Wachovia Securities Experience June 1998 - December 2009
Job SVP Relationship Manager and Business Development at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. March 2013 - Present
Santander Bank, N.A. August 2010 - March 2013
Wachovia Securities June 1998 - December 2009
CoreStates Bank, NA September 1996 - June 1998
CoreStates Bank August 1990 - September 1996
First Pennsylvania Bank April 1978 - August 1990
Education
University of Pennsylvania 1978 — 1983
BBA, Management and Finance
Santander Bank, N.A. March 2013 - Present
Santander Bank, N.A. August 2010 - March 2013
Wachovia Securities June 1998 - December 2009
CoreStates Bank, NA September 1996 - June 1998
CoreStates Bank August 1990 - September 1996
First Pennsylvania Bank April 1978 - August 1990
Education
University of Pennsylvania 1978 — 1983
BBA, Management and Finance
Philip Ng's Wachovia Securities Experience June 2005 - March 2008
Job Senior Research Analyst at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company May 2010 - Present
Boyar Asset Management March 2009 - February 2010
Susquehanna International Group March 2008 - December 2008
Wachovia Securities June 2005 - March 2008
Lehman Brothers March 2004 - June 2005
Deloitte & Touche 2002 - 2004
Skills
Equities, Equity Research, Asset Management, Hedge Funds, Valuation, Equity Valuation, Packaging, Paper, Materials
Education
University of Michigan 1996 — 2000
BA, Economics & Communication Studies
Jefferies & Company May 2010 - Present
Boyar Asset Management March 2009 - February 2010
Susquehanna International Group March 2008 - December 2008
Wachovia Securities June 2005 - March 2008
Lehman Brothers March 2004 - June 2005
Deloitte & Touche 2002 - 2004
Skills
Equities, Equity Research, Asset Management, Hedge Funds, Valuation, Equity Valuation, Packaging, Paper, Materials
Education
University of Michigan 1996 — 2000
BA, Economics & Communication Studies
Combs Charles's Wachovia Securities Experience September 2005 - April 2006
Job Experienced at recognizing opportunities for improvment and implementing processes to gain advantage
Industry Insurance
Experience
First American Title Insurance Co May 2006 - Present
Wachovia Securities September 2005 - April 2006
Vystar Financial Group July 2004 - September 2005
Edward Jones August 2002 - July 2004
First Financial Resources January 2002 - June 2002
First Union Securities January 1997 - January 2002
First Union Securities January 1996 - January 1997
Education
University of North Florida
BBA, Finance
First American Title Insurance Co May 2006 - Present
Wachovia Securities September 2005 - April 2006
Vystar Financial Group July 2004 - September 2005
Edward Jones August 2002 - July 2004
First Financial Resources January 2002 - June 2002
First Union Securities January 1997 - January 2002
First Union Securities January 1996 - January 1997
Education
University of North Florida
BBA, Finance
Lara Devieux's Wachovia Securities Experience March 2002 - May 2007
Job Goldman Sachs Global Investment Research
Industry Financial Services
Experience
Goldman Sachs April 2015 - Present
MetLife May 2009 - March 2015
Fontana Capital May 2007 - March 2009
Wachovia Securities March 2002 - May 2007
Skills
Insurance, Bonds, Investments, Equities, Valuation, Financial Modeling, Financial Analysis, Cash Flow, Research, Brokers
Education
University of Pennsylvania - The Wharton School 1994 — 1998
Economics, Finance
Marlboro High School 1990 — 1994
Goldman Sachs April 2015 - Present
MetLife May 2009 - March 2015
Fontana Capital May 2007 - March 2009
Wachovia Securities March 2002 - May 2007
Skills
Insurance, Bonds, Investments, Equities, Valuation, Financial Modeling, Financial Analysis, Cash Flow, Research, Brokers
Education
University of Pennsylvania - The Wharton School 1994 — 1998
Economics, Finance
Marlboro High School 1990 — 1994
Charmaine Washington, MBA, PMP's Wachovia Securities Experience February 2009 - September 2009
Job Sr. Project Manager at Monsanto
Industry Utilities
Experience
Monsanto January 2012 - Present
ASAP Solutions Inc. / AT&T November 2009 - August 2011
WACHOVIA SECURITIES February 2009 - September 2009
Aclara Power Line Systems Inc. August 2005 - January 2009
AT&T October 1999 - August 2005
Education
Webster University 2001 — 2005
MBA, Business
University of Missouri-Rolla 1993 — 1998
B.S., Mechanical Engineering
Monsanto January 2012 - Present
ASAP Solutions Inc. / AT&T November 2009 - August 2011
WACHOVIA SECURITIES February 2009 - September 2009
Aclara Power Line Systems Inc. August 2005 - January 2009
AT&T October 1999 - August 2005
Education
Webster University 2001 — 2005
MBA, Business
University of Missouri-Rolla 1993 — 1998
B.S., Mechanical Engineering
Andy Theisen's Wachovia Securities Experience 1982 - 2008
Job Vice President Fixed Income at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus December 2008 - Present
A. G. Edwards 1982 - 2008
Wachovia Securities 1982 - 2008
A.G. Edwards & Sons 1982 - 2008
Skills
Series 7, Series 63, series 53, Municipal Bonds, Capital Markets, Bonds, FINRA, Trading, Asset Management, Mutual Funds, Equities
Education
University of Missouri-Saint Louis 1978 — 1983
B.S., Finance
Stifel Nicolaus December 2008 - Present
A. G. Edwards 1982 - 2008
Wachovia Securities 1982 - 2008
A.G. Edwards & Sons 1982 - 2008
Skills
Series 7, Series 63, series 53, Municipal Bonds, Capital Markets, Bonds, FINRA, Trading, Asset Management, Mutual Funds, Equities
Education
University of Missouri-Saint Louis 1978 — 1983
B.S., Finance
Irene LaPolice's Wachovia Securities Experience 2004 - 2009
Job Controller at Bexil American Mortgage Inc.
Industry Financial Services
Experience
Bexil American Mortgage Inc. October 2011 - Present
San Diego County Credit Union January 2010 - November 2011
Wachovia 2004 - 2009
Vertice Wachovia 2004 - 2009
Wachovia Securities 2004 - 2009
GreenPoint Credit/BankAmerica Housing Services 1985 - 2002
Columbia College 1984 - 1985
Education
University of Minnesota-Twin Cities
BS, Accounting
Bexil American Mortgage Inc. October 2011 - Present
San Diego County Credit Union January 2010 - November 2011
Wachovia 2004 - 2009
Vertice Wachovia 2004 - 2009
Wachovia Securities 2004 - 2009
GreenPoint Credit/BankAmerica Housing Services 1985 - 2002
Columbia College 1984 - 1985
Education
University of Minnesota-Twin Cities
BS, Accounting
Thomas Lauer's Wachovia Securities Experience 1996 - 2003
Job Partner at Fidus Investment Advisors, LLC
Industry Financial Services
Experience
Fidus Investment Advisors, LLC 2011 - Present
Fidus Partners 2008 - 2011
Allied Capital Corporation 2004 - 2008
Wachovia Securities 1996 - 2003
Skills
Private Equity, Mergers, Leveraged Finance, Software, Due Diligence, Maintenance & Repair
Education
University of Notre Dame 1994 — 1995
MBA, Finance
University of Notre Dame
BBA, Business Administration
Fidus Investment Advisors, LLC 2011 - Present
Fidus Partners 2008 - 2011
Allied Capital Corporation 2004 - 2008
Wachovia Securities 1996 - 2003
Skills
Private Equity, Mergers, Leveraged Finance, Software, Due Diligence, Maintenance & Repair
Education
University of Notre Dame 1994 — 1995
MBA, Finance
University of Notre Dame
BBA, Business Administration
Heather Wachtler's Wachovia Securities Experience June 2006 - June 2009
Job Global Loan Products Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2012 - December 2014
Bank of America Merrill Lynch June 2009 - June 2012
Wachovia Securities June 2006 - June 2009
EY June 2005 - August 2005
Skills
Investment Banking, Capital Markets, Bloomberg, Financial Modeling, Factset, Credit, Mergers, Finance, Credit Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2006
Master of Accounting, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2005
BSBA, Business Administration, 3.77
Bank of America Merrill Lynch June 2012 - December 2014
Bank of America Merrill Lynch June 2009 - June 2012
Wachovia Securities June 2006 - June 2009
EY June 2005 - August 2005
Skills
Investment Banking, Capital Markets, Bloomberg, Financial Modeling, Factset, Credit, Mergers, Finance, Credit Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2006
Master of Accounting, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2005
BSBA, Business Administration, 3.77
Michelle Gazda's Wachovia Securities Experience August 2006 - August 2007
Job Financial and Data Analyst
Industry Hospital & Health Care
Experience
Consultant January 2011 - Present
Conifer Health Solutions June 2012 - October 2013
Broadlane November 2007 - January 2011
Wachovia Securities August 2006 - August 2007
Wachovia Corporation August 2002 - August 2006
Skills
Analysis, Process Improvement, Data Analysis, Access, Budgets, Business Process..., Vendor Management, Forecasting, Business Analysis, Cross-functional Team...
Education
University of North Carolina at Charlotte
Consultant January 2011 - Present
Conifer Health Solutions June 2012 - October 2013
Broadlane November 2007 - January 2011
Wachovia Securities August 2006 - August 2007
Wachovia Corporation August 2002 - August 2006
Skills
Analysis, Process Improvement, Data Analysis, Access, Budgets, Business Process..., Vendor Management, Forecasting, Business Analysis, Cross-functional Team...
Education
University of North Carolina at Charlotte
Tim MacPhail's Wachovia Securities Experience June 2000 - August 2008
Job American Credit Acceptance
Industry Financial Services
Experience
American Credit Acceptance January 2014 - Present
American Credit Acceptance July 2012 - January 2014
Best Buy July 2010 - July 2012
Wachovia Securities June 2000 - August 2008
Education
University of Minnesota - Carlson School of Management
MBA
Wake Forest University
B.S.
American Credit Acceptance January 2014 - Present
American Credit Acceptance July 2012 - January 2014
Best Buy July 2010 - July 2012
Wachovia Securities June 2000 - August 2008
Education
University of Minnesota - Carlson School of Management
MBA
Wake Forest University
B.S.
Ralph Jean's Wachovia Securities Experience 2003 - 2008
Job Investment and Financial Analyst
Industry Financial Services
Experience
Wells Fargo Securities 2012 - 2013
EPScott Outfitters, LLC 2009 - 2012
Wachovia Securities 2003 - 2008
Chartwell Investment Partners 2001 - 2003
First Union / Wachovia Securities, Inc. 1997 - 2001
Montgomery Securities 1993 - 1997
Alex. Brown & Sons, Inc 1991 - 1993
OAKLAND A's, CHARLES O. FINLEY AND CO. 1978 - 1978
Education
University of Pennsylvania 1978 — 1982
Bachelor of Arts (BA)
Syracuse University 1989 — 1991
Master of Business Administration (MBA), Accounting & Finance
Wells Fargo Securities 2012 - 2013
EPScott Outfitters, LLC 2009 - 2012
Wachovia Securities 2003 - 2008
Chartwell Investment Partners 2001 - 2003
First Union / Wachovia Securities, Inc. 1997 - 2001
Montgomery Securities 1993 - 1997
Alex. Brown & Sons, Inc 1991 - 1993
OAKLAND A's, CHARLES O. FINLEY AND CO. 1978 - 1978
Education
University of Pennsylvania 1978 — 1982
Bachelor of Arts (BA)
Syracuse University 1989 — 1991
Master of Business Administration (MBA), Accounting & Finance
Michelle Sander Dagenhart's Wachovia Securities Experience March 2008 - October 2009
Job Director, Portfolio Manager, Wells Fargo
Industry Banking
Experience
Wells Fargo June 2013 - Present
Wells Fargo October 2009 - March 2012
Wachovia Securities March 2008 - October 2009
Wachovia Securities December 2006 - March 2008
Wachovia Securities 1992 - 2003
Skills
Portfolio Management, Credit, Risk Management, Financial Analysis, Banking, Customer Service, Microsoft Office, Microsoft Excel, Underwriting, Loans, Business Analysis, Credit Risk, Credit Analysis, Investment Banking, Microsoft Word, Capital Markets, Finance, Valuation, Due Diligence, Investments, Financial Modeling, Financial Structuring, Analysis
Education
UNC Charlotte 1992 — 1995
Master of Business Administration (MBA), Business/Finance
UNC Charlotte 1988 — 1992
Bachelor of Science (BS), Business Administration & Finance
North Iredell High School 1984 — 1988
High School Diploma
Wells Fargo June 2013 - Present
Wells Fargo October 2009 - March 2012
Wachovia Securities March 2008 - October 2009
Wachovia Securities December 2006 - March 2008
Wachovia Securities 1992 - 2003
Skills
Portfolio Management, Credit, Risk Management, Financial Analysis, Banking, Customer Service, Microsoft Office, Microsoft Excel, Underwriting, Loans, Business Analysis, Credit Risk, Credit Analysis, Investment Banking, Microsoft Word, Capital Markets, Finance, Valuation, Due Diligence, Investments, Financial Modeling, Financial Structuring, Analysis
Education
UNC Charlotte 1992 — 1995
Master of Business Administration (MBA), Business/Finance
UNC Charlotte 1988 — 1992
Bachelor of Science (BS), Business Administration & Finance
North Iredell High School 1984 — 1988
High School Diploma
Elaine Conway's Wachovia Securities Experience 2008 - 2010
Job Vice President, Marketing Director
Industry Financial Services
Experience
Scottrade, Inc. 2012 - Present
Wells Fargo Advisors 2010 - 2012
Wachovia Securities 2008 - 2010
A.G. Edwards & Sons, Inc. 2005 - 2008
A.G. Edwards 1985 - 2005
Skills
Series 7, Series 24, Series 63, Managed Accounts, Mutual Funds, Variable Annuities, asset allocation, Investment Advisory..., Retirement Planning, Corporate Communications, Corporate Branding, Regulatory Compliance, 529, Financial Services, Investments, Securities, Management, Finance, Wealth Management, Financial Advisory, Strategy
Education
University of Missouri-Saint Louis
Bachelor of Science, Business Administration/Marketing
Scottrade, Inc. 2012 - Present
Wells Fargo Advisors 2010 - 2012
Wachovia Securities 2008 - 2010
A.G. Edwards & Sons, Inc. 2005 - 2008
A.G. Edwards 1985 - 2005
Skills
Series 7, Series 24, Series 63, Managed Accounts, Mutual Funds, Variable Annuities, asset allocation, Investment Advisory..., Retirement Planning, Corporate Communications, Corporate Branding, Regulatory Compliance, 529, Financial Services, Investments, Securities, Management, Finance, Wealth Management, Financial Advisory, Strategy
Education
University of Missouri-Saint Louis
Bachelor of Science, Business Administration/Marketing
Stephanie Ladley's Wachovia Securities Experience 2004 - 2007
Job Vice President, Foreign Exchange
Industry Capital Markets
Experience
Wells Fargo 2010 - Present
Wells Fargo 2007 - 2010
Wachovia Securities 2004 - 2007
Skills
Investment Banking
Education
University of North Carolina at Greensboro 2000 — 2004
BA, Finance, Insurance & Real Estate
Charlotte Latin School 1997 — 2000
Sacred Heart Academy 1996 — 1997
Wells Fargo 2010 - Present
Wells Fargo 2007 - 2010
Wachovia Securities 2004 - 2007
Skills
Investment Banking
Education
University of North Carolina at Greensboro 2000 — 2004
BA, Finance, Insurance & Real Estate
Charlotte Latin School 1997 — 2000
Sacred Heart Academy 1996 — 1997
Matthew Pelletier's Wachovia Securities Experience November 2005 - November 2006
Job Financial Services Professional
Industry Financial Services
Experience
TIAA-CREF November 2006 - January 2010
TIAA-CREF November 2006 - January 2010
Wachovia Securities Financial Network November 2005 - November 2006
WACHOVIA SECURITIES November 2005 - November 2006
2004 June 2001 - July 2005
Fidelity Investments August 1999 - July 2005
Fidelity Investments January 1999 - January 2005
Fidelity Investments October 2000 - June 2001
Fidelity Investments January 1999 - October 2000
Education
University of North Carolina at Charlotte - Belk College of Business 1995 — 1999
BS/BA, Financial Management
UNIVERSITY OF NORTH CAROLINA AT
Bachelor, Business Administration; Financial Management
TIAA-CREF November 2006 - January 2010
TIAA-CREF November 2006 - January 2010
Wachovia Securities Financial Network November 2005 - November 2006
WACHOVIA SECURITIES November 2005 - November 2006
2004 June 2001 - July 2005
Fidelity Investments August 1999 - July 2005
Fidelity Investments January 1999 - January 2005
Fidelity Investments October 2000 - June 2001
Fidelity Investments January 1999 - October 2000
Education
University of North Carolina at Charlotte - Belk College of Business 1995 — 1999
BS/BA, Financial Management
UNIVERSITY OF NORTH CAROLINA AT
Bachelor, Business Administration; Financial Management
Michael Vreeland's Wachovia Securities Experience July 2002 - March 2008
Job Fixed Income Trader at Brean Capital, LLC
Industry Financial Services
Experience
Brean Capital, LLC July 2012 - Present
Gleacher and Company December 2009 - July 2012
Advisors Asset Management, Inc. March 2008 - December 2009
Wachovia Securities July 2002 - March 2008
Education
UNC Chapel Hill 1998 — 2002
Brean Capital, LLC July 2012 - Present
Gleacher and Company December 2009 - July 2012
Advisors Asset Management, Inc. March 2008 - December 2009
Wachovia Securities July 2002 - March 2008
Education
UNC Chapel Hill 1998 — 2002
Cutter Davis Jr.'s Wachovia Securities Experience June 2000 - May 2003
Job Senior Vice President at South State Bank
Industry Banking
Experience
South State Bank October 2009 - Present
Wachovia, A Wells Fargo Company March 2007 - October 2009
RBC Bank May 2003 - March 2007
Wachovia Securities June 2000 - May 2003
First Union February 1993 - June 2000
First Union National Bank January 1990 - February 1993
Front Page Pubs Limited June 1989 - November 1989
Skills
Banking, Commercial Banking, Commercial Lending, Credit Analysis, Financial Analysis
Education
Wake Forest University School of Business 1997 — 1999
MBA, Business Administration
University of North Carolina at Chapel Hill 1985 — 1989
BA, Political Science
South State Bank October 2009 - Present
Wachovia, A Wells Fargo Company March 2007 - October 2009
RBC Bank May 2003 - March 2007
Wachovia Securities June 2000 - May 2003
First Union February 1993 - June 2000
First Union National Bank January 1990 - February 1993
Front Page Pubs Limited June 1989 - November 1989
Skills
Banking, Commercial Banking, Commercial Lending, Credit Analysis, Financial Analysis
Education
Wake Forest University School of Business 1997 — 1999
MBA, Business Administration
University of North Carolina at Chapel Hill 1985 — 1989
BA, Political Science
Rhonada Chambers's Wachovia Securities Experience November 2005 - December 2006
Job Sr.Events & Conference Specialist at LPL Financial IS Business Development
Industry Financial Services
Experience
LPL Financial June 2014 - Present
LPL Financial April 2010 - Present
Charming Shoppes Lane Bryant May 2009 - April 2010
Wachovia Bank December 2006 - June 2008
Wachovia Securities November 2005 - December 2006
Wachovia Securities November 2005 - December 2006
WACHOVIA July 2005 - November 2005
Skills
Banking, Financial Services, Management, Customer Service, Microsoft Office, Leadership, Process Improvement, Investments, Credit
Education
University of North Carolina at Charlotte 1989 — 1993
LPL Financial June 2014 - Present
LPL Financial April 2010 - Present
Charming Shoppes Lane Bryant May 2009 - April 2010
Wachovia Bank December 2006 - June 2008
Wachovia Securities November 2005 - December 2006
Wachovia Securities November 2005 - December 2006
WACHOVIA July 2005 - November 2005
Skills
Banking, Financial Services, Management, Customer Service, Microsoft Office, Leadership, Process Improvement, Investments, Credit
Education
University of North Carolina at Charlotte 1989 — 1993
Ervin Price's Wachovia Securities Experience December 2005 - May 2007
Job Estate Operations Specialist at Wells Fargo Advisors
Industry Financial Services
Experience
Wachovia Securities Inc May 2007 - Present
Wells Fargo Advisors October 2002 - Present
Wells Fargo Advisors October 2002 - Present
Wachovia Securities December 2005 - May 2007
Wachovia Securities October 2002 - December 2005
Wachovia Securities April 2003 - September 2003
Randstad July 2002 - October 2002
Randstad July 2002 - October 2002
Temporary Service December 2001 - October 2002
Vanguard Group December 2001 - April 2002
Education
University of North Carolina at Charlotte 1993 — 1997
BSBA, Finance
Wachovia Securities Inc May 2007 - Present
Wells Fargo Advisors October 2002 - Present
Wells Fargo Advisors October 2002 - Present
Wachovia Securities December 2005 - May 2007
Wachovia Securities October 2002 - December 2005
Wachovia Securities April 2003 - September 2003
Randstad July 2002 - October 2002
Randstad July 2002 - October 2002
Temporary Service December 2001 - October 2002
Vanguard Group December 2001 - April 2002
Education
University of North Carolina at Charlotte 1993 — 1997
BSBA, Finance
Emily Hylton, CFA's Wachovia Securities Experience July 2005 - February 2007
Job Investment Consultant at Towers Watson
Industry Financial Services
Experience
Towers Watson January 2008 - Present
Cratos Capital Partners, LLC February 2007 - November 2007
Wachovia Securities July 2005 - February 2007
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
MBA, Finance
Wake Forest University 1995 — 1999
BS, Finance
Towers Watson January 2008 - Present
Cratos Capital Partners, LLC February 2007 - November 2007
Wachovia Securities July 2005 - February 2007
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
MBA, Finance
Wake Forest University 1995 — 1999
BS, Finance
Will Brugh's Wachovia Securities Experience 2007 - 2007
Job Partner at ServiceAll
Industry Construction
Experience
ServiceAll 2013 - Present
January Partners 2013 - 2013
Pamlico Capital 2010 - 2012
Jefferies & Company 2008 - 2010
Wachovia Securities 2007 - 2007
Skills
Equities, Business Strategy, M&A experience, Start-ups, Entrepreneurship, Alternative Investments, Leveraged Finance, Business Valuation, Private Placements, Strategic Planning
Education
University of North Carolina at Chapel Hill 2004 — 2008
Bachelor of Science (BS), Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
BSBA, Business Administration
ServiceAll 2013 - Present
January Partners 2013 - 2013
Pamlico Capital 2010 - 2012
Jefferies & Company 2008 - 2010
Wachovia Securities 2007 - 2007
Skills
Equities, Business Strategy, M&A experience, Start-ups, Entrepreneurship, Alternative Investments, Leveraged Finance, Business Valuation, Private Placements, Strategic Planning
Education
University of North Carolina at Chapel Hill 2004 — 2008
Bachelor of Science (BS), Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
BSBA, Business Administration
Kenneth Brooks's Wachovia Securities Experience April 2004 - June 2006
Job BB&T
Industry Financial Services
Experience
BB&T July 2008 - Present
Banc of America Securities June 2007 - August 2007
Wachovia Securities April 2004 - June 2006
James River Capital November 2002 - April 2004
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
MBA
University of Virginia 1998 — 2002
BS, Commerce
BB&T July 2008 - Present
Banc of America Securities June 2007 - August 2007
Wachovia Securities April 2004 - June 2006
James River Capital November 2002 - April 2004
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
MBA
University of Virginia 1998 — 2002
BS, Commerce
Jaclyn Thies's Wachovia Securities Experience 2005 - 2009
Job Stay At Home Mom at Non
Industry Staffing and Recruiting
Experience
Non July 2011 - Present
Wells Fargo Advisors 2008 - 2010
Wachovia Securities 2005 - 2009
A.G. Edwards & Sons, Inc. 2003 - 2005
Skills
Compliance, Series 7, Series 66, Series 9, Series 10, Series 14
Education
University of Missouri - St. Louis 1996 — 2000
BSBA, Finance
Non July 2011 - Present
Wells Fargo Advisors 2008 - 2010
Wachovia Securities 2005 - 2009
A.G. Edwards & Sons, Inc. 2003 - 2005
Skills
Compliance, Series 7, Series 66, Series 9, Series 10, Series 14
Education
University of Missouri - St. Louis 1996 — 2000
BSBA, Finance
Chris Coffman's Wachovia Securities Experience May 1999 - March 2002
Job Senior Fuel Originator Diesel Fuel at Duke Energy Corporation
Industry Utilities
Experience
Duke Energy Corporation August 2012 - Present
Duke Energy Corporation March 2007 - August 2012
Duke Energy Corporation March 2002 - March 2007
Wachovia Securities May 1999 - March 2002
Skills
Coal, Power Generation, Energy, Contract Negotiation, Sales Management, New Business Development, Strategic Planning, Microsoft Office, Business Planning, Risk Management, Contract Management, Commodity, Negotiation, Financial Modeling, Procurement, Business Strategy, Commodity Markets, Trading
Education
University of North Carolina at Charlotte 2005 — 2007
Master of Business Administration (M.B.A.), International Business
University of Tennessee-Knoxville 1994 — 1997
BS, Finance
Duke Energy Corporation August 2012 - Present
Duke Energy Corporation March 2007 - August 2012
Duke Energy Corporation March 2002 - March 2007
Wachovia Securities May 1999 - March 2002
Skills
Coal, Power Generation, Energy, Contract Negotiation, Sales Management, New Business Development, Strategic Planning, Microsoft Office, Business Planning, Risk Management, Contract Management, Commodity, Negotiation, Financial Modeling, Procurement, Business Strategy, Commodity Markets, Trading
Education
University of North Carolina at Charlotte 2005 — 2007
Master of Business Administration (M.B.A.), International Business
University of Tennessee-Knoxville 1994 — 1997
BS, Finance
Jonathan Pickett's Wachovia Securities Experience May 2008 - August 2008
Job Sales Associate at State Farm
Industry Financial Services
Experience
State Farm March 2014 - Present
Stifel Nicholaus November 2012 - March 2014
Wells Fargo Advisors April 2012 - November 2012
Family Practice Associates August 2011 - April 2012
Golf Galaxy August 2011 - April 2012
Guest Reality August 2008 - July 2011
Rabo AgriFinance June 2010 - July 2010
Wachovia Securities May 2008 - August 2008
Education
University of Mississippi 2007 — 2011
Bachelor of Business Administration (B.B.A.), Management
State Farm March 2014 - Present
Stifel Nicholaus November 2012 - March 2014
Wells Fargo Advisors April 2012 - November 2012
Family Practice Associates August 2011 - April 2012
Golf Galaxy August 2011 - April 2012
Guest Reality August 2008 - July 2011
Rabo AgriFinance June 2010 - July 2010
Wachovia Securities May 2008 - August 2008
Education
University of Mississippi 2007 — 2011
Bachelor of Business Administration (B.B.A.), Management
M. Call's Wachovia Securities Experience 2005 - 2009
Job Oracle Database Developer at WellsWachovia
Industry Information Technology and Services
Experience
Wells Fargo Advisors 2009 - 2011
Wachovia Securities 2005 - 2009
Wachovia Bank / First Union 1994 - 2005
Policy Management Systems Inc. 1992 - 1994
Skills
SQL, PL/SQL, SQL*Plus, Oracle SQL Loader, Unix Shell Scripting, Connect:Direct, DB2/SQL, html, JavaScript, Oracle Portal, Oracle SQL, Informatica
Education
University of North Carolina at Charlotte
B S B A., Business Administration and Computer Science, Computer Information Systems.
Wells Fargo Advisors 2009 - 2011
Wachovia Securities 2005 - 2009
Wachovia Bank / First Union 1994 - 2005
Policy Management Systems Inc. 1992 - 1994
Skills
SQL, PL/SQL, SQL*Plus, Oracle SQL Loader, Unix Shell Scripting, Connect:Direct, DB2/SQL, html, JavaScript, Oracle Portal, Oracle SQL, Informatica
Education
University of North Carolina at Charlotte
B S B A., Business Administration and Computer Science, Computer Information Systems.
Chris Feeley's Wachovia Securities Experience January 2000 - January 2004
Job
Industry Financial Services
Experience
BMO Capital Markets January 2007 - January 2010
WACHOVIA SECURITIES January 2000 - January 2004
CIBC World Markets January 1991 - January 2000
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Strategic Planning, Series 7, Series 63
Education
University of New Hampshire 1986 — 1990
B.A, Psychology
BMO Capital Markets January 2007 - January 2010
WACHOVIA SECURITIES January 2000 - January 2004
CIBC World Markets January 1991 - January 2000
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Strategic Planning, Series 7, Series 63
Education
University of New Hampshire 1986 — 1990
B.A, Psychology
Jim Kelligrew's Wachovia Securities Experience 2000 - 2009
Job Executive Vice President at U.S. Bancorp
Industry Banking
Experience
U.S. Bancorp 2009 - Present
Wachovia Securities 2000 - 2009
Bank of America 1993 - 2003
Lehman Brothers 1989 - 1993
Education
University of Michigan 1983 — 1987
Bachelor's Degree, Economics and Sociology
U.S. Bancorp 2009 - Present
Wachovia Securities 2000 - 2009
Bank of America 1993 - 2003
Lehman Brothers 1989 - 1993
Education
University of Michigan 1983 — 1987
Bachelor's Degree, Economics and Sociology
Merrill Lynch
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank