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
Frank Munoz Frank Munoz's Wachovia Securities Experience 1999 - 2005
Job International Business Risk & Control Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2015 - Present
Morgan Stanley Wealth Management 2008 - 2014
Merrill Lynch 2005 - 2008
Wachovia Securities 1999 - 2005
Skills
Domestic and..., Risk and Compliance..., P&L Management, Building Dynamic Teams, Recruiting and..., Operations Management, Relationship Management, Global Management, Business Analysis, Business Strategy, Business Development
Education
University of Phoenix
Bachelor of Science (B.S.), Business Management
Wells Fargo Advisors January 2015 - Present
Morgan Stanley Wealth Management 2008 - 2014
Merrill Lynch 2005 - 2008
Wachovia Securities 1999 - 2005
Skills
Domestic and..., Risk and Compliance..., P&L Management, Building Dynamic Teams, Recruiting and..., Operations Management, Relationship Management, Global Management, Business Analysis, Business Strategy, Business Development
Education
University of Phoenix
Bachelor of Science (B.S.), Business Management
Charles Fields Charles Fields's Wachovia Securities Experience January 2006 - March 2009
Job Analyst at Federal Reserve Information Technology
Industry Financial Services
Experience
Federal Reserve Bank of Richmond March 2009 - Present
Wachovia Securities January 2006 - March 2009
McKesson Medical-Surgical October 2003 - January 2006
Alfa Laval August 2002 - October 2003
Alfa Laval January 2001 - August 2002
Skills
Process Improvement, ITIL, Program Management, Visio, Troubleshooting, Risk Management, Oracle, Business Process..., Requirements Analysis, PMO, Access, Change Management, Business Analysis, Problem Management, Analysis, Microsoft Office, SAS, AlarmPoint, SQL, HTML, JavaScript, BMC Remedy, Crystal Reports
Education
University of Richmond 2003 — 2005
Post-Baccalaureate Certificate, Information Systems
Virginia Polytechnic Institute and State University 1995 — 2000
B.A., Interdisciplinary Studies
Federal Reserve Bank of Richmond March 2009 - Present
Wachovia Securities January 2006 - March 2009
McKesson Medical-Surgical October 2003 - January 2006
Alfa Laval August 2002 - October 2003
Alfa Laval January 2001 - August 2002
Skills
Process Improvement, ITIL, Program Management, Visio, Troubleshooting, Risk Management, Oracle, Business Process..., Requirements Analysis, PMO, Access, Change Management, Business Analysis, Problem Management, Analysis, Microsoft Office, SAS, AlarmPoint, SQL, HTML, JavaScript, BMC Remedy, Crystal Reports
Education
University of Richmond 2003 — 2005
Post-Baccalaureate Certificate, Information Systems
Virginia Polytechnic Institute and State University 1995 — 2000
B.A., Interdisciplinary Studies
Joe Ireland Joe Ireland's Wachovia Securities Experience May 2007 - June 2007
Job Founder of JEI Investment Management, LLC
Industry Financial Services
Experience
JEI Investment Management September 2013 - Present
RBC Capital Markets January 2013 - July 2013
RBC Capital Markets January 2011 - December 2012
RBC Capital Markets January 2010 - December 2010
RBC Capital Markets June 2009 - August 2009
Fox Sports Net June 2008 - July 2008
Citigroup July 2007 - August 2007
Wachovia Securities May 2007 - June 2007
Stifel Nicolaus May 2006 - August 2006
Lowe's Home Improvement May 2005 - August 2005
Skills
Financial Modeling, Customer Service, Microsoft Excel, Bloomberg, Portfolio Management, Alternative Investments, Finance, PowerPoint, Structured Products, Research, Public Speaking, Management, Marketing, Analysis, Investments, Microsoft Office, Social Media
Education
University of Southern California 2005 — 2009
B.S. Business Administration, B.A. Philosophy
JEI Investment Management September 2013 - Present
RBC Capital Markets January 2013 - July 2013
RBC Capital Markets January 2011 - December 2012
RBC Capital Markets January 2010 - December 2010
RBC Capital Markets June 2009 - August 2009
Fox Sports Net June 2008 - July 2008
Citigroup July 2007 - August 2007
Wachovia Securities May 2007 - June 2007
Stifel Nicolaus May 2006 - August 2006
Lowe's Home Improvement May 2005 - August 2005
Skills
Financial Modeling, Customer Service, Microsoft Excel, Bloomberg, Portfolio Management, Alternative Investments, Finance, PowerPoint, Structured Products, Research, Public Speaking, Management, Marketing, Analysis, Investments, Microsoft Office, Social Media
Education
University of Southern California 2005 — 2009
B.S. Business Administration, B.A. Philosophy
Doug Sandler Doug Sandler's Wachovia Securities Experience April 1992 - June 2008
Job Chief Equity Officer
Industry Financial Services
Experience
Riverfront Investment Group June 2008 - Present
Wachovia Securities April 1992 - June 2008
Skills
Investments, Wealth Management, Portfolio Management, Asset Management, Series 7, Equities, Mutual Funds, Securities, Retirement Planning, Asset Allocation, Strategic Financial..., Alternative Investments, Series 63, Investment Advisory, Risk Management, Fixed Income, Capital Markets, Financial Analysis, Investment Strategies, Insurance
Education
University of Richmond 1988 — 1992
BS, Accounting
Canisius High School 1984 — 1988
Riverfront Investment Group June 2008 - Present
Wachovia Securities April 1992 - June 2008
Skills
Investments, Wealth Management, Portfolio Management, Asset Management, Series 7, Equities, Mutual Funds, Securities, Retirement Planning, Asset Allocation, Strategic Financial..., Alternative Investments, Series 63, Investment Advisory, Risk Management, Fixed Income, Capital Markets, Financial Analysis, Investment Strategies, Insurance
Education
University of Richmond 1988 — 1992
BS, Accounting
Canisius High School 1984 — 1988
Jeff McMahan Jeff McMahan's Wachovia Securities Experience June 2004 - December 2005
Job Attorney at Graybill, Lansche & Vinzani, LLC
Industry Law Practice
Experience
Graybill, Lansche & Vinzani, LLC January 2015 - Present
McGuireWoods September 2009 - December 2014
United States Court of Appeals for the Eighth Circuit September 2008 - August 2009
Troutman Sanders LLP 2006 - 2007
Wachovia Securities June 2004 - December 2005
Deloitte August 2003 - June 2004
Skills
Litigation, Appeals, Courts, Trials, Civil Litigation, Legal Research, Legal Writing, Commercial Litigation, Class Actions, Administrative Law, Health Law, Securities Litigation, Banking Law, Trial Practice, Personal Injury..., Federal Courts, Employment Law, Trade Secrets, Business Litigation, Appellate Practice, Corporate Law, Corporate Governance
Education
University of Richmond School of Law 2005 — 2008
J.D., Law
Virginia Polytechnic Institute and State University - Pamplin College of Business 1999 — 2003
Bachelors, Finance & Accounting
Graybill, Lansche & Vinzani, LLC January 2015 - Present
McGuireWoods September 2009 - December 2014
United States Court of Appeals for the Eighth Circuit September 2008 - August 2009
Troutman Sanders LLP 2006 - 2007
Wachovia Securities June 2004 - December 2005
Deloitte August 2003 - June 2004
Skills
Litigation, Appeals, Courts, Trials, Civil Litigation, Legal Research, Legal Writing, Commercial Litigation, Class Actions, Administrative Law, Health Law, Securities Litigation, Banking Law, Trial Practice, Personal Injury..., Federal Courts, Employment Law, Trade Secrets, Business Litigation, Appellate Practice, Corporate Law, Corporate Governance
Education
University of Richmond School of Law 2005 — 2008
J.D., Law
Virginia Polytechnic Institute and State University - Pamplin College of Business 1999 — 2003
Bachelors, Finance & Accounting
Brad Bitting Brad Bitting's Wachovia Securities Experience May 2007 - August 2007
Job Vice President Syndications
Industry Capital Markets
Experience
BNY Mellon May 2014 - Present
BNY Mellon March 2013 - May 2014
First Niagara Capital Markets September 2010 - February 2013
PNC Financial Services Group June 2008 - September 2010
Wachovia Securities May 2007 - August 2007
Skills
Capital Markets, Credit, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Bloomberg, Due Diligence, Syndications, Leveraged Finance, Asset Based Lending, Fixed Income, Real Estate
Education
University of Pittsburgh 2004 — 2008
Finance, Economics, Accounting
Holy Ghost Prep 2000 — 2004
BNY Mellon May 2014 - Present
BNY Mellon March 2013 - May 2014
First Niagara Capital Markets September 2010 - February 2013
PNC Financial Services Group June 2008 - September 2010
Wachovia Securities May 2007 - August 2007
Skills
Capital Markets, Credit, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Bloomberg, Due Diligence, Syndications, Leveraged Finance, Asset Based Lending, Fixed Income, Real Estate
Education
University of Pittsburgh 2004 — 2008
Finance, Economics, Accounting
Holy Ghost Prep 2000 — 2004
Ashley Dye Ashley Dye's Wachovia Securities Experience 2006 - August 2007
Job Client Director, Workforce Analytics
Industry Information Technology and Services
Experience
Equifax Workforce Solutions July 2015 - Present
Magenic July 2013 - June 2015
Partner Healthcare IT September 2012 - July 2013
TEKsystems May 2010 - June 2012
TEKsystems March 2010 - May 2010
Stephen James Associates April 2008 - March 2010
Deltacom August 2007 - April 2008
Wachovia Securities 2006 - August 2007
Australian Special Olympics June 2006 - October 2006
Skills
Healthcare, HIPAA, ICD-10, EMR, EHR, Software Implementation, Business Development, Strategic Planning, Healthcare Information..., Cold Calling, Recruiting, CRM, Technical Recruiting, Sales Operations, Management, Networking, Customer Service, Strategy, Training, Leadership, Consulting, Sales Process, Human Resources, Selling, Vendor Management, Contract Negotiation, SDLC, Customer Satisfaction, Process Improvement, Sales, IT Outsourcing, IT Recruitment, Information Technology
Education
University of South Carolina-Columbia 2002 — 2006
Mass Communications, Public Relations
Equifax Workforce Solutions July 2015 - Present
Magenic July 2013 - June 2015
Partner Healthcare IT September 2012 - July 2013
TEKsystems May 2010 - June 2012
TEKsystems March 2010 - May 2010
Stephen James Associates April 2008 - March 2010
Deltacom August 2007 - April 2008
Wachovia Securities 2006 - August 2007
Australian Special Olympics June 2006 - October 2006
Skills
Healthcare, HIPAA, ICD-10, EMR, EHR, Software Implementation, Business Development, Strategic Planning, Healthcare Information..., Cold Calling, Recruiting, CRM, Technical Recruiting, Sales Operations, Management, Networking, Customer Service, Strategy, Training, Leadership, Consulting, Sales Process, Human Resources, Selling, Vendor Management, Contract Negotiation, SDLC, Customer Satisfaction, Process Improvement, Sales, IT Outsourcing, IT Recruitment, Information Technology
Education
University of South Carolina-Columbia 2002 — 2006
Mass Communications, Public Relations
Brandon Binstead Brandon Binstead's Wachovia Securities Experience July 2007 - August 2007
Job Financial Reporting Analyst at Citi
Industry Financial Services
Experience
Citi June 2014 - Present
Citi July 2012 - August 2014
Citi May 2011 - August 2011
RA Sushi October 2006 - June 2011
Wachovia Securities July 2007 - August 2007
Skills
PowerPoint, Excel, Word, Access, Outlook, Customer Service, Time Management, Teamwork, Analysis, Microsoft Excel, Budgets, Financial Reporting, Research
Education
University of South Florida - College of Business Administration 2008 — 2012
B.A., Economics
University of South Florida - College of Business Administration 2008 — 2012
B.S., Finance
Citi June 2014 - Present
Citi July 2012 - August 2014
Citi May 2011 - August 2011
RA Sushi October 2006 - June 2011
Wachovia Securities July 2007 - August 2007
Skills
PowerPoint, Excel, Word, Access, Outlook, Customer Service, Time Management, Teamwork, Analysis, Microsoft Excel, Budgets, Financial Reporting, Research
Education
University of South Florida - College of Business Administration 2008 — 2012
B.A., Economics
University of South Florida - College of Business Administration 2008 — 2012
B.S., Finance
Bob Allam, PMP Bob Allam, PMP's Wachovia Securities Experience 1997 - 2000
Job Scrum Master at Capital One
Industry Financial Services
Experience
Capital One Financial Corp June 2002 - Present
Piedmont Search and Rescue February 2000 - Present
Merge Computer Group 2000 - 2002
Wachovia Securities 1997 - 2000
Overnite Transportation Company (now UPSFreight) 1987 - 1996
Best Products 1982 - 1986
Education
Widener University 1969 — 1973
University of Southern California
MS, Systems Management
Capital One Financial Corp June 2002 - Present
Piedmont Search and Rescue February 2000 - Present
Merge Computer Group 2000 - 2002
Wachovia Securities 1997 - 2000
Overnite Transportation Company (now UPSFreight) 1987 - 1996
Best Products 1982 - 1986
Education
Widener University 1969 — 1973
University of Southern California
MS, Systems Management
Fraser Davidson Fraser Davidson's Wachovia Securities Experience September 2006 - May 2008
Job Loan Consultant at Capital Center, LLC
Industry Financial Services
Experience
Capital Center, LLC 2009 - Present
Wachovia Securities September 2006 - May 2008
Newbury Building Society March 2004 - September 2005
Royal Air Force September 2002 - November 2003
Woolwich Plc July 2003 - October 2003
Skills
Loans, Wealth Management, Investments, Mortgage Lending, Residential Mortgages, Banking, Asset Management, Financial Services, Strategic Financial..., Finance, Credit Analysis, Retail Banking, Mutual Funds
Education
University of Southampton 2002 — 2005
Bachelor of Arts, Geography & Archaeology
Capital Center, LLC 2009 - Present
Wachovia Securities September 2006 - May 2008
Newbury Building Society March 2004 - September 2005
Royal Air Force September 2002 - November 2003
Woolwich Plc July 2003 - October 2003
Skills
Loans, Wealth Management, Investments, Mortgage Lending, Residential Mortgages, Banking, Asset Management, Financial Services, Strategic Financial..., Finance, Credit Analysis, Retail Banking, Mutual Funds
Education
University of Southampton 2002 — 2005
Bachelor of Arts, Geography & Archaeology
Heather Janoski Heather Janoski's Wachovia Securities Experience May 2008 - April 2009
Job Financial Analyst at University of Pittsburgh Cancer Institute
Industry Accounting
Experience
University of Pittsburgh Cancer Institute September 2014 - Present
University of Pittsburgh Cancer Institute January 2014 - September 2014
University of Pittsburgh Cancer Institute July 2012 - December 2013
First Commonwealth Bank April 2012 - July 2012
First Commonwealth Bank October 2010 - March 2012
First Commonwealth Bank June 2009 - October 2010
Wachovia Securities May 2008 - April 2009
Skills
Communication, Account Management, PeopleSoft, Microsoft Excel, Teamwork, Volunteering, Leadership, Sales Management, Operations Management, Interpersonal Skill, Time Management, PowerPoint, Microsoft Word, Research, Budgets, Microsoft Office, Finance, Banking
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2013 — 2016
Master of Business Administration (MBA), Accounting and Finance
University of Pittsburgh 2005 — 2009
BSBA, Finance and Accounting
University of Pittsburgh Cancer Institute September 2014 - Present
University of Pittsburgh Cancer Institute January 2014 - September 2014
University of Pittsburgh Cancer Institute July 2012 - December 2013
First Commonwealth Bank April 2012 - July 2012
First Commonwealth Bank October 2010 - March 2012
First Commonwealth Bank June 2009 - October 2010
Wachovia Securities May 2008 - April 2009
Skills
Communication, Account Management, PeopleSoft, Microsoft Excel, Teamwork, Volunteering, Leadership, Sales Management, Operations Management, Interpersonal Skill, Time Management, PowerPoint, Microsoft Word, Research, Budgets, Microsoft Office, Finance, Banking
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2013 — 2016
Master of Business Administration (MBA), Accounting and Finance
University of Pittsburgh 2005 — 2009
BSBA, Finance and Accounting
Angela Arrington Angela Arrington's Wachovia Securities Experience August 2003 - August 2008
Job Project Analyst at ACS, a Xerox Company
Industry Information Technology and Services
Experience
ACS, a Xerox Company July 2009 - Present
Wachovia Securities August 2003 - August 2008
Wachovia Securities August 2000 - August 2003
Skills
Visio, SharePoint, MS Project, Process Improvement
Education
Monacan High School
University of Richmond
ACS, a Xerox Company July 2009 - Present
Wachovia Securities August 2003 - August 2008
Wachovia Securities August 2000 - August 2003
Skills
Visio, SharePoint, MS Project, Process Improvement
Education
Monacan High School
University of Richmond
Jeremiah Winters Jeremiah Winters's Wachovia Securities Experience March 2005 - March 2007
Job Senior Financial Advisor at Salomon & Ludwin,LLC
Industry Financial Services
Experience
Salomon & Ludwin,LLC November 2009 - Present
The Salomon & Ludwin Group of Wells Fargo Advisors, LLC March 2007 - November 2009
C.H.A.T. (Church Hill Activities & Tutoring) January 2004 - December 2008
Wachovia Securities March 2005 - March 2007
Don Coleman 7th District January 2006 - November 2006
Education
Virginia Commonwealth University - School of Business 2005 — 2011
MBA, Master of Business Administration
University of Richmond 1999 — 2003
Leadership Studies
Salomon & Ludwin,LLC November 2009 - Present
The Salomon & Ludwin Group of Wells Fargo Advisors, LLC March 2007 - November 2009
C.H.A.T. (Church Hill Activities & Tutoring) January 2004 - December 2008
Wachovia Securities March 2005 - March 2007
Don Coleman 7th District January 2006 - November 2006
Education
Virginia Commonwealth University - School of Business 2005 — 2011
MBA, Master of Business Administration
University of Richmond 1999 — 2003
Leadership Studies
Eric Sadd Eric Sadd's Wachovia Securities Experience May 2004 - September 2007
Job Enterprise Sales Engineer at Bright House Networks
Industry Telecommunications
Experience
Bright House Networks July 2011 - Present
Xtreme Jeep August 2009 - July 2011
Qwest Communications September 2007 - February 2009
Wachovia Securities May 2004 - September 2007
Single Point Solutions February 2003 - March 2004
IBM Global Services January 2000 - February 2003
IBM Global Services February 1999 - February 2000
IBM Global Services January 1998 - February 1999
Skills
CCNA, CCENT, LAN/WAN, Telecommunications, Adtran, Cisco IOS, Cisco Catalyst Switches, Sales Engineering, Telecommunications..., Wireless Networking, Wireless Broadband, Wireless Network Design, Network Design, Network Engineering, IP Networking, LAN-WAN, Catalyst Switches, IP, Cloud Computing, Troubleshooting, T1, Unified Communications, Integration, Smartphones, Networking, Managed Services, VoIP, IBM Certified, SharePoint, Technology, Leadership, Ethernet, Routers, Cisco Technologies, Routing, MPLS, Co-location, SIP, SIP Trunking, WAN, Servers, Data Center, Wireless, Telephony, Network Architecture, Frame Relay, Avaya, Optical Fiber, Computer Network..., VPN
Education
University of South Florida 1996 — 1998
Master of Business Administration, Management Information Systems & Management
University of South Florida 1992 — 1996
Bachelor of Science, Accounting
H.B. Plant 1986 — 1988
HS Diploma, Business
Bright House Networks July 2011 - Present
Xtreme Jeep August 2009 - July 2011
Qwest Communications September 2007 - February 2009
Wachovia Securities May 2004 - September 2007
Single Point Solutions February 2003 - March 2004
IBM Global Services January 2000 - February 2003
IBM Global Services February 1999 - February 2000
IBM Global Services January 1998 - February 1999
Skills
CCNA, CCENT, LAN/WAN, Telecommunications, Adtran, Cisco IOS, Cisco Catalyst Switches, Sales Engineering, Telecommunications..., Wireless Networking, Wireless Broadband, Wireless Network Design, Network Design, Network Engineering, IP Networking, LAN-WAN, Catalyst Switches, IP, Cloud Computing, Troubleshooting, T1, Unified Communications, Integration, Smartphones, Networking, Managed Services, VoIP, IBM Certified, SharePoint, Technology, Leadership, Ethernet, Routers, Cisco Technologies, Routing, MPLS, Co-location, SIP, SIP Trunking, WAN, Servers, Data Center, Wireless, Telephony, Network Architecture, Frame Relay, Avaya, Optical Fiber, Computer Network..., VPN
Education
University of South Florida 1996 — 1998
Master of Business Administration, Management Information Systems & Management
University of South Florida 1992 — 1996
Bachelor of Science, Accounting
H.B. Plant 1986 — 1988
HS Diploma, Business
Jason Gryniuk Jason Gryniuk's Wachovia Securities Experience April 2003 - April 2003
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
The Catholic Foundation September 2003 - Present
J G Consultants September 1995 - Present
Central New Mexico Community College June 2007 - October 2007
Client Logic June 2004 - October 2004
Wachovia Securities April 2003 - April 2003
Education
University of Phoenix 2005 — 2007
Central New Mexico Community College 1994 — 1997
Associate's, Microcomputer Management
The Catholic Foundation September 2003 - Present
J G Consultants September 1995 - Present
Central New Mexico Community College June 2007 - October 2007
Client Logic June 2004 - October 2004
Wachovia Securities April 2003 - April 2003
Education
University of Phoenix 2005 — 2007
Central New Mexico Community College 1994 — 1997
Associate's, Microcomputer Management
Nicole Sunday Nicole Sunday's Wachovia Securities Experience August 2005 - December 2007
Job Junior League of Charlotte Active Member
Industry Philanthropy
Experience
Liberty Mutual March 2008 - January 2010
Wachovia Securities August 2005 - December 2007
Wachovia Securities May 2004 - August 2005
Liberty Mutual January 2003 - May 2004
Skills
Risk Management
Education
University of South Carolina-Columbia 1999 — 2002
Business Degree, Finance/International Business
Liberty Mutual March 2008 - January 2010
Wachovia Securities August 2005 - December 2007
Wachovia Securities May 2004 - August 2005
Liberty Mutual January 2003 - May 2004
Skills
Risk Management
Education
University of South Carolina-Columbia 1999 — 2002
Business Degree, Finance/International Business
Shelle Limoncelli's Wachovia Securities Experience 2002 - 2005
Job Registered Sales Assistant at Wetsel Financial
Industry Financial Services
Experience
Wetsel Financial October 2014 - Present
Rodan + Fields October 2012 - Present
Self February 2005 - October 2012
Wachovia Securities 2002 - 2005
Bank of America Securities October 1999 - May 2002
Skills
Organization, Self-driven, Self-confidence, Volunteering, Event Planning, Project Planning, Fundraising, Marketing, Operations Management, Event Management, Negotiation, Customer Service, Client Relations Skills, Team Leadership, Social Networking, Team Building, Sales, Management, Teamwork
Education
University of Phoenix 1997 — 1999
Bachelor of Science (BS), Business management
Wetsel Financial October 2014 - Present
Rodan + Fields October 2012 - Present
Self February 2005 - October 2012
Wachovia Securities 2002 - 2005
Bank of America Securities October 1999 - May 2002
Skills
Organization, Self-driven, Self-confidence, Volunteering, Event Planning, Project Planning, Fundraising, Marketing, Operations Management, Event Management, Negotiation, Customer Service, Client Relations Skills, Team Leadership, Social Networking, Team Building, Sales, Management, Teamwork
Education
University of Phoenix 1997 — 1999
Bachelor of Science (BS), Business management
Mahogany Thaxton Mahogany Thaxton's Wachovia Securities Experience February 2007 - August 2007
Job
Industry Nonprofit Organization Management
Experience
Carnegie Library of Pittsburgh July 2015 - Present
RK Property Investments & Ledo Marina, LLC April 2013 - June 2015
Best Buddies International June 2010 - February 2013
Muscular Dystrophy Association December 2008 - July 2010
FedEx August 2007 - December 2008
Wachovia Securities February 2007 - August 2007
PRC 2004 - 2007
Skills
Event Planning, Special Events, Fundraising, Volunteer Management, Program Development, Public Speaking, Community Outreach, Grant Writing, Project Management, Nonprofits, Management, Event Management, Strategic Planning, Leadership
Education
University of Pittsburgh 2003 — 2007
BA
Carnegie Library of Pittsburgh July 2015 - Present
RK Property Investments & Ledo Marina, LLC April 2013 - June 2015
Best Buddies International June 2010 - February 2013
Muscular Dystrophy Association December 2008 - July 2010
FedEx August 2007 - December 2008
Wachovia Securities February 2007 - August 2007
PRC 2004 - 2007
Skills
Event Planning, Special Events, Fundraising, Volunteer Management, Program Development, Public Speaking, Community Outreach, Grant Writing, Project Management, Nonprofits, Management, Event Management, Strategic Planning, Leadership
Education
University of Pittsburgh 2003 — 2007
BA
Nicholas T. Krantz Nicholas T. Krantz's Wachovia Securities Experience 2000 - 2002
Job By outsourcing HR to TriNetSOI we give 8000 companies back the time to focus on growing their business
Industry Human Resources
Experience
TriNet-SOI June 2011 - Present
Insperity/Administaff December 2004 - June 2011
Wachovia Securities 2000 - 2002
Morgan Stanley Dean Witter 1995 - 2000
Delta Entertainment 1993 - 1994
Aaron Spelling Productions 1991 - 1992
Bob Banner Entertainment 1989 - 1991
Steve Krantz Productions 1987 - 1991
Barry & Enright 1980 - 1983
Skills
Great People Skills, Employee Benefits, Human Resources, Management, Time Management, Leadership, Television, PEO, Small Business, Conflict Resolution, Benefits Administration, HR Consulting, HRO, HRIS, Recruiting, Payroll, Performance Management, Film, Workers Compensation, 401k, Employee Relations
Education
University of Southern California 1976 — 1980
BA Film Production, Film History and Production
Beverly Hills High School 1971 — 1975
high school, theater, french
TriNet-SOI June 2011 - Present
Insperity/Administaff December 2004 - June 2011
Wachovia Securities 2000 - 2002
Morgan Stanley Dean Witter 1995 - 2000
Delta Entertainment 1993 - 1994
Aaron Spelling Productions 1991 - 1992
Bob Banner Entertainment 1989 - 1991
Steve Krantz Productions 1987 - 1991
Barry & Enright 1980 - 1983
Skills
Great People Skills, Employee Benefits, Human Resources, Management, Time Management, Leadership, Television, PEO, Small Business, Conflict Resolution, Benefits Administration, HR Consulting, HRO, HRIS, Recruiting, Payroll, Performance Management, Film, Workers Compensation, 401k, Employee Relations
Education
University of Southern California 1976 — 1980
BA Film Production, Film History and Production
Beverly Hills High School 1971 — 1975
high school, theater, french
Christina Lollar Christina Lollar's Wachovia Securities Experience 2001 - 2004
Job Partner at Schutjer Bogar LLC (sb2)
Industry Legal Services
Experience
Schutjer Bogar LLC (sb2) January 2014 - Present
The Lollar Law Firm, PLLC January 2011 - January 2014
Vandeventer Black LLP 2009 - 2010
Moore & Van Allen, PLLC 2008 - 2009
Wachovia Securities 2001 - 2004
Skills
Healthcare Law, Medicaid Managed Care, Medicare/Medicaid..., Corporate Law, Civil Litigation, Business Litigation, Legal Compliance, Regulatory Affairs
Education
University of South Carolina School of Law 2005 — 2008
Juris Doctor, Banking, Corporate, Finance, and Securities Law
Washington and Lee University 1997 — 2001
BS, Business Administration, Magna Cum Laude, Phi Beta Kappa
Schutjer Bogar LLC (sb2) January 2014 - Present
The Lollar Law Firm, PLLC January 2011 - January 2014
Vandeventer Black LLP 2009 - 2010
Moore & Van Allen, PLLC 2008 - 2009
Wachovia Securities 2001 - 2004
Skills
Healthcare Law, Medicaid Managed Care, Medicare/Medicaid..., Corporate Law, Civil Litigation, Business Litigation, Legal Compliance, Regulatory Affairs
Education
University of South Carolina School of Law 2005 — 2008
Juris Doctor, Banking, Corporate, Finance, and Securities Law
Washington and Lee University 1997 — 2001
BS, Business Administration, Magna Cum Laude, Phi Beta Kappa
Ken Carnes Ken Carnes's Wachovia Securities Experience March 2006 - March 2009
Job Representative at PMA USA (Performance Matters Associates, Inc.)
Industry Insurance
Experience
PMA USA (Performance Matters Associates, Inc.) November 2014 - Present
Transamerica December 2013 - 2015
AlpineCRS Corporation April 2010 - December 2010
LPL Financial March 2009 - February 2010
Wachovia Securities March 2006 - March 2009
CUNA Mutual Group March 1999 - March 2006
Skills
Fact Finding, Insurance, Long Term Care, Retirement Planning, Health, Annuities, Financial Planning, Customer Relations, Investments, Customer Service, Health Insurance, Employee Benefits, Microsoft Office, Excel, Disability Insurance, Compliance, Coaching, Financial Analysis, PowerPoint, Negotiation, Word, Public Speaking, Problem Solving, Retirement, Sales Management, Asset Management, Outlook, Writing, Supervisory Skills, Microsoft Excel, Small Business, Strategic Financial..., Long-term Care, Life Insurance, Human Resources, Selling, Fixed Annuities, Sales
Education
University of South Carolina-Columbia 1967 — 1971
Bachelor of Arts, Music and Drama
A C Flora High 1964 — 1967
Preparation for College, College Preparatory
PMA USA (Performance Matters Associates, Inc.) November 2014 - Present
Transamerica December 2013 - 2015
AlpineCRS Corporation April 2010 - December 2010
LPL Financial March 2009 - February 2010
Wachovia Securities March 2006 - March 2009
CUNA Mutual Group March 1999 - March 2006
Skills
Fact Finding, Insurance, Long Term Care, Retirement Planning, Health, Annuities, Financial Planning, Customer Relations, Investments, Customer Service, Health Insurance, Employee Benefits, Microsoft Office, Excel, Disability Insurance, Compliance, Coaching, Financial Analysis, PowerPoint, Negotiation, Word, Public Speaking, Problem Solving, Retirement, Sales Management, Asset Management, Outlook, Writing, Supervisory Skills, Microsoft Excel, Small Business, Strategic Financial..., Long-term Care, Life Insurance, Human Resources, Selling, Fixed Annuities, Sales
Education
University of South Carolina-Columbia 1967 — 1971
Bachelor of Arts, Music and Drama
A C Flora High 1964 — 1967
Preparation for College, College Preparatory
Norbeth DeJesus Norbeth DeJesus's Wachovia Securities Experience 2005 - 2007
Job Manager and Corporate Certified Trainer with SendOutCards
Industry Marketing and Advertising
Experience
SendOutCards December 2006 - Present
Wachovia Securities 2005 - 2007
Vanguard Bank 1999 - 2005
SAFE Federal Credit Union 1991 - 2005
NewSouth Communications 1999 - 2001
Skills
Social Networking, Relationship Marketing, Friendship, Greeting Cards, Cards, Insurance, Gift Cards, Money, Referrals, Gifts, Contact Management, Wealth, Business Networking, Marketing Materials, Prospects, Home, Client Retention, Building Relationships, Customer Service, Small Business, Customer Retention, Promotional Products, Telephone Skills, Retirement, Business Planning, Online Marketing, Sales, Marketing
Education
University of South Carolina-Aiken 1991 — 1995
BS in Finance, Finance
Hillcrest 1989 — 1991
Academic Diploma, General
SendOutCards December 2006 - Present
Wachovia Securities 2005 - 2007
Vanguard Bank 1999 - 2005
SAFE Federal Credit Union 1991 - 2005
NewSouth Communications 1999 - 2001
Skills
Social Networking, Relationship Marketing, Friendship, Greeting Cards, Cards, Insurance, Gift Cards, Money, Referrals, Gifts, Contact Management, Wealth, Business Networking, Marketing Materials, Prospects, Home, Client Retention, Building Relationships, Customer Service, Small Business, Customer Retention, Promotional Products, Telephone Skills, Retirement, Business Planning, Online Marketing, Sales, Marketing
Education
University of South Carolina-Aiken 1991 — 1995
BS in Finance, Finance
Hillcrest 1989 — 1991
Academic Diploma, General
Ryan Akers, MBA, CLTC Ryan Akers, MBA, CLTC's Wachovia Securities Experience October 2003 - October 2004
Job Regional Vice President at Symetra
Industry Investment Management
Experience
Symetra January 2015 - Present
Genworth June 2014 - January 2015
Genworth Financial December 2011 - July 2013
KBS Capital Markets Group February 2011 - December 2011
Genworth Financial December 2007 - January 2011
Genworth Financial October 2004 - December 2007
Wachovia Securities October 2003 - October 2004
Skills
Sales Operations, Wealth Management, Financial Advisory, Mutual Funds, Fixed Annuities, Investments, Retirement, Variable Annuities, Long-term Care, Public Speaking, Retirement Planning, Series 6, Insurance, FINRA, Series 63, Series 7, Financial Planning, Alternative Investments, Asset Allocation, Long Term Care Insurance, Investment Advisory, 401k, Securities
Education
University of Richmond - Robins School of Business 2005 — 2008
MBA, Strategic Leadership
University of Virginia 1998 — 2002
BA, Psychology
Symetra January 2015 - Present
Genworth June 2014 - January 2015
Genworth Financial December 2011 - July 2013
KBS Capital Markets Group February 2011 - December 2011
Genworth Financial December 2007 - January 2011
Genworth Financial October 2004 - December 2007
Wachovia Securities October 2003 - October 2004
Skills
Sales Operations, Wealth Management, Financial Advisory, Mutual Funds, Fixed Annuities, Investments, Retirement, Variable Annuities, Long-term Care, Public Speaking, Retirement Planning, Series 6, Insurance, FINRA, Series 63, Series 7, Financial Planning, Alternative Investments, Asset Allocation, Long Term Care Insurance, Investment Advisory, 401k, Securities
Education
University of Richmond - Robins School of Business 2005 — 2008
MBA, Strategic Leadership
University of Virginia 1998 — 2002
BA, Psychology
James Burkhart James Burkhart's Wachovia Securities Experience February 1999 - May 2007
Job Executive Director, Market Director at JP Morgan Securities LLC
Industry Financial Services
Experience
JPMorgan Securities, LLC July 2014 - Present
Waddell & Reed August 2012 - November 2013
Independent Financial Advisory Services August 2009 - August 2012
UBS Financial Svcs May 2007 - January 2009
Wachovia Securities February 1999 - May 2007
Merrill Lynch February 1986 - February 1999
Education
University of South Florida 1975 — 1980
Bachelor's Degree, Secondary Education / Am History
JPMorgan Securities, LLC July 2014 - Present
Waddell & Reed August 2012 - November 2013
Independent Financial Advisory Services August 2009 - August 2012
UBS Financial Svcs May 2007 - January 2009
Wachovia Securities February 1999 - May 2007
Merrill Lynch February 1986 - February 1999
Education
University of South Florida 1975 — 1980
Bachelor's Degree, Secondary Education / Am History
William (Billy) Hamner William (Billy) Hamner's Wachovia Securities Experience July 2003 - August 2007
Job Associate at JLL
Industry Financial Services
Experience
JLL April 2014 - Present
Jones Lang LaSalle June 2012 - April 2014
Jones Lang LaSalle March 2011 - June 2012
Owens & Minor November 2008 - March 2011
Circuit City Stores, Inc. August 2007 - November 2008
Wachovia Securities July 2003 - August 2007
Dominion Telecom 2001 - 2002
Skills
SOX, Budgeting, Financial Reporting, Forecasting, Financial Analysis, Excel, Financial Modeling, Word, PowerPoint, Microsoft Office, Outlook, Problem Solving, Research, Data Analysis, Investments, Access, Microsoft Excel, Budgets, Account Reconciliation, Finance, Credit, Sarbanes-Oxley Act, Management, Business Development, Strategy, Risk Management, Microsoft Word
Education
University of Richmond 1999 — 2003
BS, Business Adminstration, concentration in Finance
University of Richmond - Robins School of Business 1999 — 2003
Bachelor's of Science in Business Administration, Finance
JLL April 2014 - Present
Jones Lang LaSalle June 2012 - April 2014
Jones Lang LaSalle March 2011 - June 2012
Owens & Minor November 2008 - March 2011
Circuit City Stores, Inc. August 2007 - November 2008
Wachovia Securities July 2003 - August 2007
Dominion Telecom 2001 - 2002
Skills
SOX, Budgeting, Financial Reporting, Forecasting, Financial Analysis, Excel, Financial Modeling, Word, PowerPoint, Microsoft Office, Outlook, Problem Solving, Research, Data Analysis, Investments, Access, Microsoft Excel, Budgets, Account Reconciliation, Finance, Credit, Sarbanes-Oxley Act, Management, Business Development, Strategy, Risk Management, Microsoft Word
Education
University of Richmond 1999 — 2003
BS, Business Adminstration, concentration in Finance
University of Richmond - Robins School of Business 1999 — 2003
Bachelor's of Science in Business Administration, Finance
Jim McGinty Jim McGinty's Wachovia Securities Experience July 2000 - April 2008
Job VP Senior Relationship Manager at PNC Wealth
Industry Financial Services
Experience
PNC Wealth August 2013 - Present
Hancock Bank July 2011 - July 2013
Wells Fargo Private Bank May 2008 - July 2011
Wachovia Securities July 2000 - April 2008
Education
University of South Florida - College of Business Administration 1982 — 1986
Bachelor of Arts, Accounting
PNC Wealth August 2013 - Present
Hancock Bank July 2011 - July 2013
Wells Fargo Private Bank May 2008 - July 2011
Wachovia Securities July 2000 - April 2008
Education
University of South Florida - College of Business Administration 1982 — 1986
Bachelor of Arts, Accounting
Kinshuk Agarwal, CSTE Kinshuk Agarwal, CSTE's Wachovia Securities Experience 2007 - 2008
Job Vice President Legal Technology Operations Regulatory Investigations at Bank of America
Industry Banking
Experience
Bank of America January 2013 - Present
Wells Fargo October 2011 - December 2012
Bank of America November 2010 - September 2011
Bank of America June 2009 - November 2010
Wachovia, A Wells Fargo Company November 2008 - May 2009
Wachovia Securities 2007 - 2008
Wachovia Investment Banking (CIB) 2006 - 2007
Dassault Systemes America Corp 2000 - 2006
Pentasoft technologies (previously Pentafour) 1999 - 2000
Sungrace Engineering Ltd. 1998 - 1999
Skills
Business Process, Business Analysis, SDLC, Project Management, Software Project..., Management, ITIL, Requirements Analysis, Business Intelligence, Risk Management, Vendor Management, Process Improvement, Business Process..., IT Strategy, Business Development, Portfolio Management, PMP, Cross-functional Team..., Quality Assurance, Project Portfolio..., Data Analysis, Strategy, Strategic Communications, Business Strategy, Integration, Analysis, Change Management, Banking, Mergers & Acquisitions, Consulting, E-commerce
Education
Harvard University 2012 — 2012
Executive Program, Human Resources Management
University of Pune 1993 — 1997
Bachelors ( B.E.), Mechanical Engineering
Bank of America January 2013 - Present
Wells Fargo October 2011 - December 2012
Bank of America November 2010 - September 2011
Bank of America June 2009 - November 2010
Wachovia, A Wells Fargo Company November 2008 - May 2009
Wachovia Securities 2007 - 2008
Wachovia Investment Banking (CIB) 2006 - 2007
Dassault Systemes America Corp 2000 - 2006
Pentasoft technologies (previously Pentafour) 1999 - 2000
Sungrace Engineering Ltd. 1998 - 1999
Skills
Business Process, Business Analysis, SDLC, Project Management, Software Project..., Management, ITIL, Requirements Analysis, Business Intelligence, Risk Management, Vendor Management, Process Improvement, Business Process..., IT Strategy, Business Development, Portfolio Management, PMP, Cross-functional Team..., Quality Assurance, Project Portfolio..., Data Analysis, Strategy, Strategic Communications, Business Strategy, Integration, Analysis, Change Management, Banking, Mergers & Acquisitions, Consulting, E-commerce
Education
Harvard University 2012 — 2012
Executive Program, Human Resources Management
University of Pune 1993 — 1997
Bachelors ( B.E.), Mechanical Engineering
Walker Owens Walker Owens's Wachovia Securities Experience December 1999 - March 2009
Job Project Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo (via Modis) April 2015 - Present
Project Management Institute 2008 - Present
Duke Energy Corporation 2013 - March 2015
Randstad Technologies US August 2012 - January 2013
Wells Fargo (via MODIS) December 2010 - March 2012
Bank of America December 2009 - December 2010
Wachovia Securities December 1999 - March 2009
The Blythe Company 1998 - 1999
Glaser-Miller Company 1995 - 1998
Gateway Megatech Company 1993 - 1995
Skills
Systems Conversions, Change Management, Project Planning, Instructional Design, Performance Analysis, PMP, Integration, Workshop Facilitation, SharePoint, Leadership, Performance Management, Process Engineering, Analysis, Process Improvement, Business Process..., Software Project..., Management Consulting, IT Management, Software Documentation, Knowledge Management, Cross-functional Team..., Resource Management, Business Analysis, Personnel Management, Time Management, Strategy, PMO, IT Strategy, Business Requirements, Billing Systems, Project Management, Information Technology, Visio, Sales, CRM, Banking, Coaching, Onboarding, Program Management, Team Leadership, Performance Improvement, Business Process, Outsourcing, Financial Services, Business Intelligence, Vendor Management, Team Building, Consulting, Organizational..., Management
Education
University of South Carolina Upstate 1981 — 1983
BS, Business
Wells Fargo (via Modis) April 2015 - Present
Project Management Institute 2008 - Present
Duke Energy Corporation 2013 - March 2015
Randstad Technologies US August 2012 - January 2013
Wells Fargo (via MODIS) December 2010 - March 2012
Bank of America December 2009 - December 2010
Wachovia Securities December 1999 - March 2009
The Blythe Company 1998 - 1999
Glaser-Miller Company 1995 - 1998
Gateway Megatech Company 1993 - 1995
Skills
Systems Conversions, Change Management, Project Planning, Instructional Design, Performance Analysis, PMP, Integration, Workshop Facilitation, SharePoint, Leadership, Performance Management, Process Engineering, Analysis, Process Improvement, Business Process..., Software Project..., Management Consulting, IT Management, Software Documentation, Knowledge Management, Cross-functional Team..., Resource Management, Business Analysis, Personnel Management, Time Management, Strategy, PMO, IT Strategy, Business Requirements, Billing Systems, Project Management, Information Technology, Visio, Sales, CRM, Banking, Coaching, Onboarding, Program Management, Team Leadership, Performance Improvement, Business Process, Outsourcing, Financial Services, Business Intelligence, Vendor Management, Team Building, Consulting, Organizational..., Management
Education
University of South Carolina Upstate 1981 — 1983
BS, Business
Tim Kenkel Tim Kenkel's Wachovia Securities Experience March 2003 - April 2004
Job Chief Compliance Officer at Cascade Financial Management, Inc.
Industry Financial Services
Experience
Cascade Financial Management, Inc. March 2013 - Present
Cascade Financial Management, Inc. February 2012 - March 2013
Wells Fargo Advisors April 2011 - February 2012
CapWest Securities October 2007 - April 2011
Wachovia Securities, LLC April 2004 - October 2007
Wachovia Securities March 2003 - April 2004
PNC Investments July 2001 - August 2002
PNC Brokerage August 1998 - July 2001
PNC Bank February 1996 - August 1998
First Investors Corp September 1994 - September 1995
Skills
Investments, Mutual Funds, Financial Services, Portfolio Management, Insurance, Management, Banking, Training, Leadership, Finance, Auditing, Equities, FINRA
Education
University of Pittsburgh 1989 — 1994
BA, Economics
University of Pittsburgh
BA, Economics
Mt Lebanon Senior High School
Cascade Financial Management, Inc. March 2013 - Present
Cascade Financial Management, Inc. February 2012 - March 2013
Wells Fargo Advisors April 2011 - February 2012
CapWest Securities October 2007 - April 2011
Wachovia Securities, LLC April 2004 - October 2007
Wachovia Securities March 2003 - April 2004
PNC Investments July 2001 - August 2002
PNC Brokerage August 1998 - July 2001
PNC Bank February 1996 - August 1998
First Investors Corp September 1994 - September 1995
Skills
Investments, Mutual Funds, Financial Services, Portfolio Management, Insurance, Management, Banking, Training, Leadership, Finance, Auditing, Equities, FINRA
Education
University of Pittsburgh 1989 — 1994
BA, Economics
University of Pittsburgh
BA, Economics
Mt Lebanon Senior High School
Brenda Booth Lowry Brenda Booth Lowry's Wachovia Securities Experience 2000 - 2009
Job Human Capital and Organizational Strategist; Executive Recruiter; Non profit Board Member
Industry Management Consulting
Experience
Offender Aid and Restoration of Richmond, Virginia 2011 - Present
Wells Fargo Advisors; Executive Recruiter; Consultant 2000 - Present
RJ and Makay 2010 - 2011
Wachovia Securities 2000 - 2009
Prudential Securities 1994 - 2000
Wheat First Securities, Wachovia Securities, Wells Fargo Advisors 1985 - 1994
Home Raising My Two Children 1980 - 1985
Thalhimers 1979 - 1980
Miller & Rhoads 1975 - 1980
Skills
Talent Acquisition, Performance Management, Human Resources, Succession Planning, Organizational..., Employee Engagement, Employee Relations, Personnel Management
Education
University of Richmond
Post-Baccalaureate Certificate, Legal Assistant/Paralegal
Virginia Commonwealth University
Bachelor of Science, Psychology
Virginia Commonwealth University
Graduate Certificate, Nonprofit Management
Offender Aid and Restoration of Richmond, Virginia 2011 - Present
Wells Fargo Advisors; Executive Recruiter; Consultant 2000 - Present
RJ and Makay 2010 - 2011
Wachovia Securities 2000 - 2009
Prudential Securities 1994 - 2000
Wheat First Securities, Wachovia Securities, Wells Fargo Advisors 1985 - 1994
Home Raising My Two Children 1980 - 1985
Thalhimers 1979 - 1980
Miller & Rhoads 1975 - 1980
Skills
Talent Acquisition, Performance Management, Human Resources, Succession Planning, Organizational..., Employee Engagement, Employee Relations, Personnel Management
Education
University of Richmond
Post-Baccalaureate Certificate, Legal Assistant/Paralegal
Virginia Commonwealth University
Bachelor of Science, Psychology
Virginia Commonwealth University
Graduate Certificate, Nonprofit Management
Shekia Johnson, MBA Shekia Johnson, MBA's Wachovia Securities Experience August 2007 - May 2008
Job Project Analyst
Industry Telecommunications
Experience
Wells Fargo Inc October 2010 - June 2015
Wachovia May 2008 - October 2010
WACHOVIA SECURITIES August 2007 - May 2008
LANE'S REALTY June 2000 - May 2008
College Board October 2006 - March 2007
Skills
Create training..., Forecasting, Trend Analysis, Training, Account Management, Banking, Budgets, Coaching, Credit, Customer Satisfaction, Microsoft Excel, Microsoft Office, Microsoft Word, Negotiation, Operations Management, Financial Analysis, Research, Accounts Receivable, Investments, Security, Vendor Management, Troubleshooting, Inventory Management, Strategic Planning, Outlook, Accounts Payable, Management, Customer Service, Team Building, Leadership, Call Centers, Portfolio Management, Access, Analysis, Project Planning, Sales Management, Finance, Software Documentation, Account Reconciliation, Business Analysis, Process Improvement, Sales, Team Leadership, Marketing, Time Management, Sourcing, Risk Management, Technical Support, Project Management, PowerPoint
Education
University of Phoenix 2004 — 2006
Masters, Business Administration
Johnson C. Smith University 2001 — 2004
Bachelor of Arts, Communication Arts/ Public Relations and Marketing
Wells Fargo Inc October 2010 - June 2015
Wachovia May 2008 - October 2010
WACHOVIA SECURITIES August 2007 - May 2008
LANE'S REALTY June 2000 - May 2008
College Board October 2006 - March 2007
Skills
Create training..., Forecasting, Trend Analysis, Training, Account Management, Banking, Budgets, Coaching, Credit, Customer Satisfaction, Microsoft Excel, Microsoft Office, Microsoft Word, Negotiation, Operations Management, Financial Analysis, Research, Accounts Receivable, Investments, Security, Vendor Management, Troubleshooting, Inventory Management, Strategic Planning, Outlook, Accounts Payable, Management, Customer Service, Team Building, Leadership, Call Centers, Portfolio Management, Access, Analysis, Project Planning, Sales Management, Finance, Software Documentation, Account Reconciliation, Business Analysis, Process Improvement, Sales, Team Leadership, Marketing, Time Management, Sourcing, Risk Management, Technical Support, Project Management, PowerPoint
Education
University of Phoenix 2004 — 2006
Masters, Business Administration
Johnson C. Smith University 2001 — 2004
Bachelor of Arts, Communication Arts/ Public Relations and Marketing
Robin Chadwick Robin Chadwick's Wachovia Securities Experience February 2005 - February 2006
Job Real Estate Agent with Century 21 Judge Fite Company
Industry Real Estate
Experience
Century 21 Judge Fite Group July 2015 - Present
Tx Electronics Resale January 2014 - Present
EMPLOYERSAdams & Martin Group September 2013 - December 2013
Sterling National Financial Group January 2012 - April 2013
Curtis Law Group July 2009 - April 2011
CLA USA February 2006 - June 2008
Wachovia Securities February 2005 - February 2006
Skills
Customer Service, Interviews, Lexis, Management, Marketing, Project Management, Legal Writing, Editing, Research, CRM, Legal Documents, Time Management, Sales, Public Speaking, Licensing, Analysis, SEO, Newsletters, Creative Writing, Outlook, Microsoft Office, Training, Leadership, Team Building, Microsoft Excel, Communication, Strategic Planning, Human Resources, Negotiation, Social Networking, Employee Relations, Applicant Tracking...
Education
University of Phoenix 1993 — 1998
Bachelors of Science, Business Administration
Northlake Community College
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences, General Studies and Humanities
Century 21 Judge Fite Group July 2015 - Present
Tx Electronics Resale January 2014 - Present
EMPLOYERSAdams & Martin Group September 2013 - December 2013
Sterling National Financial Group January 2012 - April 2013
Curtis Law Group July 2009 - April 2011
CLA USA February 2006 - June 2008
Wachovia Securities February 2005 - February 2006
Skills
Customer Service, Interviews, Lexis, Management, Marketing, Project Management, Legal Writing, Editing, Research, CRM, Legal Documents, Time Management, Sales, Public Speaking, Licensing, Analysis, SEO, Newsletters, Creative Writing, Outlook, Microsoft Office, Training, Leadership, Team Building, Microsoft Excel, Communication, Strategic Planning, Human Resources, Negotiation, Social Networking, Employee Relations, Applicant Tracking...
Education
University of Phoenix 1993 — 1998
Bachelors of Science, Business Administration
Northlake Community College
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences, General Studies and Humanities
Brian R. Mills Brian R. Mills's Wachovia Securities Experience November 2005 - August 2006
Job Manager, Counsel at Capital One
Industry Law Practice
Experience
Capital One February 2013 - Present
Todd Ratner PLC February 2010 - February 2013
Dominion Resources June 2007 - August 2007
Wachovia Securities November 2005 - August 2006
Skills
Litigation, Legal Writing, Civil Litigation, Legal Research, Securities, Dispute Resolution, Mediation, Westlaw, Dispute, Arbitration, Debtor/Creditor, Creditors' Rights, FCRA, FDCPA, TCPA, TILA
Education
University of Richmond School of Law 2007 — 2009
J.D.
Virginia Polytechnic Institute and State University 2001 — 2005
B.A.
Douglas Freeman High School 1997 — 2001
Capital One February 2013 - Present
Todd Ratner PLC February 2010 - February 2013
Dominion Resources June 2007 - August 2007
Wachovia Securities November 2005 - August 2006
Skills
Litigation, Legal Writing, Civil Litigation, Legal Research, Securities, Dispute Resolution, Mediation, Westlaw, Dispute, Arbitration, Debtor/Creditor, Creditors' Rights, FCRA, FDCPA, TCPA, TILA
Education
University of Richmond School of Law 2007 — 2009
J.D.
Virginia Polytechnic Institute and State University 2001 — 2005
B.A.
Douglas Freeman High School 1997 — 2001
Marcia (Andrews) Swenck Marcia (Andrews) Swenck's Wachovia Securities Experience January 2007 - August 2007
Job Global Security Business Risk Mitigation, Continuity Management (Sr Consultant)
Industry Information Technology and Services
Experience
Aetna December 2013 - Present
Coventry Health Care February 2008 - December 2013
Wachovia Securities January 2007 - August 2007
Federal Reserve Bank of Richmond May 2006 - January 2007
Wachovia Securities March 2004 - December 2005
Capital One July 2002 - March 2003
Capital One August 1996 - April 2002
Coreast Savings Bank, FSB June 1980 - April 1992
Skills
SDLC, Leadership, Agile Methodologies, Project Management, Program Management, Risk Management, Management, Business Process, Integration, Business Analysis, Analysis
Education
University of Richmond 1972 — 1976
Bachelor of Science (B.S.), Biology, General
Aetna December 2013 - Present
Coventry Health Care February 2008 - December 2013
Wachovia Securities January 2007 - August 2007
Federal Reserve Bank of Richmond May 2006 - January 2007
Wachovia Securities March 2004 - December 2005
Capital One July 2002 - March 2003
Capital One August 1996 - April 2002
Coreast Savings Bank, FSB June 1980 - April 1992
Skills
SDLC, Leadership, Agile Methodologies, Project Management, Program Management, Risk Management, Management, Business Process, Integration, Business Analysis, Analysis
Education
University of Richmond 1972 — 1976
Bachelor of Science (B.S.), Biology, General
Sharon Arredondo Sharon Arredondo's Wachovia Securities Experience December 2007 - April 2008
Job Project Coordinator
Industry Financial Services
Experience
ICONMA (assigned to Capital One) February 2014 - January 2015
Federal Reserve Bank of Richmond April 2013 - November 2013
ICONMA (assigned to Capital One) December 2008 - April 2013
LandAmerica Financal Group, Inc. May 2008 - November 2008
Wachovia Securities December 2007 - April 2008
LandAmerica Finacial Group April 1999 - November 2007
Skills
SharePoint, Budgets, Customer Service, Vendor Management, Business Analysis, Leadership, Management, Visio, PeopleSoft, Business Development, Outlook, SalesForce, Human Resources, Process Improvement, Strategic Planning, Interviews
Education
University of Richmond - Robins School of Business 1975 — 1979
Bachelor's of Science, Business Administration and Management, General
John Randolph Tucker High School 1970 — 1975
Diploma
ICONMA (assigned to Capital One) February 2014 - January 2015
Federal Reserve Bank of Richmond April 2013 - November 2013
ICONMA (assigned to Capital One) December 2008 - April 2013
LandAmerica Financal Group, Inc. May 2008 - November 2008
Wachovia Securities December 2007 - April 2008
LandAmerica Finacial Group April 1999 - November 2007
Skills
SharePoint, Budgets, Customer Service, Vendor Management, Business Analysis, Leadership, Management, Visio, PeopleSoft, Business Development, Outlook, SalesForce, Human Resources, Process Improvement, Strategic Planning, Interviews
Education
University of Richmond - Robins School of Business 1975 — 1979
Bachelor's of Science, Business Administration and Management, General
John Randolph Tucker High School 1970 — 1975
Diploma
Laurie Carroll, SPHR Laurie Carroll, SPHR's Wachovia Securities Experience 2000 - 2003
Job Senior Manager, Human Resources at Cherry Bekaert LLP
Industry Human Resources
Experience
Cherry, Bekaert LLP August 2012 - Present
Wells Fargo Advisors (formerly Wachovia Securities, LLC.) 2008 - June 2011
Wachovia Securities, LLC 2004 - 2007
Wachovia Securities 2000 - 2003
First Union Securities 1998 - 2000
Wheat First Butcher Singer 1989 - 1998
Wheat First Securities 1987 - 1989
Wheat First Securities 1985 - 1987
Skills
Deferred Compensation, Employee Engagement, Succession Planning, Talent Acquisition, Employee Relations, Technical Recruiting, Personnel Management, Recruiting, Workforce Planning, Executive Coaching, Employee Benefits, Human Resources, Strategy, Leadership
Education
University of Richmond
BAS, Human Resource Management
Cherry, Bekaert LLP August 2012 - Present
Wells Fargo Advisors (formerly Wachovia Securities, LLC.) 2008 - June 2011
Wachovia Securities, LLC 2004 - 2007
Wachovia Securities 2000 - 2003
First Union Securities 1998 - 2000
Wheat First Butcher Singer 1989 - 1998
Wheat First Securities 1987 - 1989
Wheat First Securities 1985 - 1987
Skills
Deferred Compensation, Employee Engagement, Succession Planning, Talent Acquisition, Employee Relations, Technical Recruiting, Personnel Management, Recruiting, Workforce Planning, Executive Coaching, Employee Benefits, Human Resources, Strategy, Leadership
Education
University of Richmond
BAS, Human Resource Management
Lisa Hughes Lisa Hughes's Wachovia Securities Experience January 2006 - May 2008
Job Information technology system analyst
Industry Information Technology and Services
Experience
Commonwealth of Virginia - DMV division of motor vehicles, June 2013 - September 2013
Capital One, Richmond, VA. March 2013 - April 2013
McGuire Woods October 2012 - December 2012
Capital One June 2010 - May 2011
ACS January 2010 - May 2010
Circuit September 2008 - May 2009
SunTrust Bank January 2006 - May 2008
Wachovia Securities January 2006 - May 2008
SunTrust Bank April 2002 - March 2006
BCBS December 1994 - July 1998
Skills
Virginia Nurse Aide -..., BLS - Basic Life..., User Acceptance Testing, Process Improvement, Regression Testing, Mainframe, Testing, Manual Testing, SDLC, System Testing, Requirements Analysis, Quality Control, Electronic Medical...
Education
University of Phoenix 2013 — 2014
Bachelor of Applied Science, Information Systems, Senior
Commonwealth of Virginia - DMV division of motor vehicles, June 2013 - September 2013
Capital One, Richmond, VA. March 2013 - April 2013
McGuire Woods October 2012 - December 2012
Capital One June 2010 - May 2011
ACS January 2010 - May 2010
Circuit September 2008 - May 2009
SunTrust Bank January 2006 - May 2008
Wachovia Securities January 2006 - May 2008
SunTrust Bank April 2002 - March 2006
BCBS December 1994 - July 1998
Skills
Virginia Nurse Aide -..., BLS - Basic Life..., User Acceptance Testing, Process Improvement, Regression Testing, Mainframe, Testing, Manual Testing, SDLC, System Testing, Requirements Analysis, Quality Control, Electronic Medical...
Education
University of Phoenix 2013 — 2014
Bachelor of Applied Science, Information Systems, Senior
William Manch William Manch's Wachovia Securities Experience June 2006 - December 2009
Job at
Industry Financial Services
Experience
Wells Fargo Advisors 2009 - Present
Wachovia Securities June 2006 - December 2009
Prudential Securities 1994 - 2006
Skills
Financial Modeling, Mutual Funds, Series 63, Asset Allocation, Investments, Wealth Management, Integrity, Retirement Planning, Client Relations Skills, Series 7, Portfolio Management, Strategic Financial..., Caring, Trusts, Securities, Investment Strategies, Investment Advisory, Wealth Management..., Asset Management, 401k, Retirement, IRAs, Finance, Alternative Investments, Mortgage Lending, Investment Management, Loans, Financial Planners, Wealth, Credit, Financial Services, Life Insurance, Cash Management, 401k Rollovers, Long-term Care, 529 Plans, Commercial Lending, Commercial Banking, Options, Fixed Income, ETFs, Equities, Wealth Accumulation, Variable Annuities, Separately Managed..., High Net Worth..., Equity Research, Qualified Retirement..., Pensions, Insurance
Education
University of South Alabama 1975 — 1978
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Wells Fargo Advisors 2009 - Present
Wachovia Securities June 2006 - December 2009
Prudential Securities 1994 - 2006
Skills
Financial Modeling, Mutual Funds, Series 63, Asset Allocation, Investments, Wealth Management, Integrity, Retirement Planning, Client Relations Skills, Series 7, Portfolio Management, Strategic Financial..., Caring, Trusts, Securities, Investment Strategies, Investment Advisory, Wealth Management..., Asset Management, 401k, Retirement, IRAs, Finance, Alternative Investments, Mortgage Lending, Investment Management, Loans, Financial Planners, Wealth, Credit, Financial Services, Life Insurance, Cash Management, 401k Rollovers, Long-term Care, 529 Plans, Commercial Lending, Commercial Banking, Options, Fixed Income, ETFs, Equities, Wealth Accumulation, Variable Annuities, Separately Managed..., High Net Worth..., Equity Research, Qualified Retirement..., Pensions, Insurance
Education
University of South Alabama 1975 — 1978
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Jason Darr Jason Darr's Wachovia Securities Experience June 2006 - June 2007
Job Consultant
Industry Management Consulting
Experience
Crowley Maritime January 2012 - October 2013
PSS October 2007 - December 2011
Wachovia Securities June 2006 - June 2007
Skills
PeopleSoft, Financial Analysis, Business Analysis, Integration, Leadership, Microsoft Excel, Data Analysis, Analysis, Process Improvement, Supply Chain, Shipping
Education
University of South Carolina-Columbia 1997 — 2001
Bachelor's degree, Industrial and Organizational Psychology
Crowley Maritime January 2012 - October 2013
PSS October 2007 - December 2011
Wachovia Securities June 2006 - June 2007
Skills
PeopleSoft, Financial Analysis, Business Analysis, Integration, Leadership, Microsoft Excel, Data Analysis, Analysis, Process Improvement, Supply Chain, Shipping
Education
University of South Carolina-Columbia 1997 — 2001
Bachelor's degree, Industrial and Organizational Psychology
Jeff McCraney's Wachovia Securities Experience April 2008 - August 2008
Job Digital Solutions Product Manager at Scottrade
Industry Financial Services
Experience
Scottrade August 2008 - Present
Wachovia Securities April 2008 - August 2008
A.G. Edwards January 2007 - March 2008
A.G. Edwards November 2000 - December 2006
DST Systems May 1999 - November 2000
LifeWay Christian Resources January 1996 - May 1999
Opryland Productions February 1993 - December 1997
Gaylord Entertainment February 1993 - December 1997
Alabama Theatre February 1993 - December 1993
Skills
Project Management, Business Analysis, Management, Leadership, Product Management, Business Strategy, Usability Testing, Testing, SDLC, Usability, Business Requirements, Requirements Gathering, Requirements Analysis, Microsoft Office, Microsoft Excel, Visio, MS Project, SharePoint, Process Mapping, User-centered Design, Strategic Roadmaps, Business Process Mapping, Software Documentation, Analysis, Training, Data Analysis, Analytics, Business Intelligence, Financial Services, Microsoft Word, Quality Assurance, User Acceptance Testing, Process Improvement, Agile Methodologies, Software Project..., Marketing, CRM, Vendor Relationships, Accessibility, Vendor Management, Presentations, Web Content Management, Web Analytics, Software Development, Wireframes, Persona, Strategy, User Experience, Omniture, Information Architecture
Education
University of Phoenix 2003 — 2006
Bachelor's Degree, Business Management, 3.89
Wingate University 1988 — 1990
Music
Sun Valley High 1984 — 1988
Diploma
Scottrade August 2008 - Present
Wachovia Securities April 2008 - August 2008
A.G. Edwards January 2007 - March 2008
A.G. Edwards November 2000 - December 2006
DST Systems May 1999 - November 2000
LifeWay Christian Resources January 1996 - May 1999
Opryland Productions February 1993 - December 1997
Gaylord Entertainment February 1993 - December 1997
Alabama Theatre February 1993 - December 1993
Skills
Project Management, Business Analysis, Management, Leadership, Product Management, Business Strategy, Usability Testing, Testing, SDLC, Usability, Business Requirements, Requirements Gathering, Requirements Analysis, Microsoft Office, Microsoft Excel, Visio, MS Project, SharePoint, Process Mapping, User-centered Design, Strategic Roadmaps, Business Process Mapping, Software Documentation, Analysis, Training, Data Analysis, Analytics, Business Intelligence, Financial Services, Microsoft Word, Quality Assurance, User Acceptance Testing, Process Improvement, Agile Methodologies, Software Project..., Marketing, CRM, Vendor Relationships, Accessibility, Vendor Management, Presentations, Web Content Management, Web Analytics, Software Development, Wireframes, Persona, Strategy, User Experience, Omniture, Information Architecture
Education
University of Phoenix 2003 — 2006
Bachelor's Degree, Business Management, 3.89
Wingate University 1988 — 1990
Music
Sun Valley High 1984 — 1988
Diploma
Richard Rios's Wachovia Securities Experience October 1998 - March 2008
Job Financial AdvisorVice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2012 - Present
Morgan Stanley Smith Barney March 2008 - April 2012
Wachovia Securities October 1998 - March 2008
Merrill Lynch October 1992 - October 1998
Education
University of Pittsburgh 1985 — 1990
BA, Economics/Business
Ameriprise Financial Services, Inc. April 2012 - Present
Morgan Stanley Smith Barney March 2008 - April 2012
Wachovia Securities October 1998 - March 2008
Merrill Lynch October 1992 - October 1998
Education
University of Pittsburgh 1985 — 1990
BA, Economics/Business
Crystal Rosse's Wachovia Securities Experience Project Managerwachovia securties2007 - Present
Job Project Manager at Wachovia Securities
Industry Banking
Experience
Wachovia Securities Project Managerwachovia securties2007 - Present
Saxon Mortgage Services 2006 - 2007
Charter One Bank 2001 - 2005
Charter One Mortgage 2001 - 2005
eFocust 2000 - 2001
Education
University of Richmond 1994 — 1998
Wachovia Securities Project Managerwachovia securties2007 - Present
Saxon Mortgage Services 2006 - 2007
Charter One Bank 2001 - 2005
Charter One Mortgage 2001 - 2005
eFocust 2000 - 2001
Education
University of Richmond 1994 — 1998
John Hsu, CFA's Wachovia Securities Experience May 2003 - September 2003
Job Senior Equity Research Associate at Raymond James
Industry Financial Services
Experience
Raymond James February 2014 - Present
Cerulli Associates October 2008 - January 2014
Guardian Investor Services LLC October 2003 - October 2008
Wachovia Securities May 2003 - September 2003
Morgan Stanley June 2002 - September 2002
Skills
Alternative Investments, Mutual Funds, Investments, Investment Strategies, Asset Management, Private Equity, Equities, Hedge Funds, Investment Management, Asset Allocation, Asset Managment, Bloomberg, Financial Markets, Retirement, Portfolio Management, Financial Advisory, Series 63, 401k, Analysis, Fixed Income, Derivatives, Securities, Financial Modeling, Microsoft Excel, Institutional..., Chartered Financial..., Separately Managed..., Pension Funds, Yoga, Fitness Training, Weight Training, Valuation Modeling, Equity Research, Valuation
Education
University of Rochester 1999 — 2003
Bachelor of Arts, Economics, with Chinese minor
Raymond James February 2014 - Present
Cerulli Associates October 2008 - January 2014
Guardian Investor Services LLC October 2003 - October 2008
Wachovia Securities May 2003 - September 2003
Morgan Stanley June 2002 - September 2002
Skills
Alternative Investments, Mutual Funds, Investments, Investment Strategies, Asset Management, Private Equity, Equities, Hedge Funds, Investment Management, Asset Allocation, Asset Managment, Bloomberg, Financial Markets, Retirement, Portfolio Management, Financial Advisory, Series 63, 401k, Analysis, Fixed Income, Derivatives, Securities, Financial Modeling, Microsoft Excel, Institutional..., Chartered Financial..., Separately Managed..., Pension Funds, Yoga, Fitness Training, Weight Training, Valuation Modeling, Equity Research, Valuation
Education
University of Rochester 1999 — 2003
Bachelor of Arts, Economics, with Chinese minor
Eric Berlinger's Wachovia Securities Experience June 2004 - July 2006
Job Vice President Power & Utilities Investment Banking at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets January 2014 - Present
RBC Capital Markets May 2013 - December 2013
Barclays - Investment Banking Division August 2010 - May 2013
Barclays Capital June 2009 - August 2009
American Capital July 2006 - May 2008
Wachovia Securities June 2004 - July 2006
Commerce Bank PA June 2003 - August 2003
Skills
Valuation, Private Equity, Corporate Finance, Due Diligence, Investment Banking, Accounting, Mergers & Acquisitions, Management, Strategy, Financial Modeling, Equities, IPO, Finance, LBO, Portfolio Management, Loans, Investments, Financial Analysis, Capital Markets, Structured Finance, Project Finance, Securities
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA, Business Administration and Management, General
University of Richmond 2000 — 2004
B.S. & B.A., Business (Finance), Political Science
University of Richmond - Robins School of Business 2000 — 2004
Bachelor of Science (BS), Business Administration / Finance
Chestnut Hill Academy 1990 — 2000
High School Diploma
RBC Capital Markets January 2014 - Present
RBC Capital Markets May 2013 - December 2013
Barclays - Investment Banking Division August 2010 - May 2013
Barclays Capital June 2009 - August 2009
American Capital July 2006 - May 2008
Wachovia Securities June 2004 - July 2006
Commerce Bank PA June 2003 - August 2003
Skills
Valuation, Private Equity, Corporate Finance, Due Diligence, Investment Banking, Accounting, Mergers & Acquisitions, Management, Strategy, Financial Modeling, Equities, IPO, Finance, LBO, Portfolio Management, Loans, Investments, Financial Analysis, Capital Markets, Structured Finance, Project Finance, Securities
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA, Business Administration and Management, General
University of Richmond 2000 — 2004
B.S. & B.A., Business (Finance), Political Science
University of Richmond - Robins School of Business 2000 — 2004
Bachelor of Science (BS), Business Administration / Finance
Chestnut Hill Academy 1990 — 2000
High School Diploma
Mary New Dalton's Wachovia Securities Experience December 2005 - March 2008
Job Head of Household
Industry Performing Arts
Experience
Wachovia Securities December 2005 - March 2008
MusicToday 2002 - 2003
Harris Williams (Cobblestone Advisors) June 1999 - July 2002
Education
University of Richmond - Robins School of Business 2003 — 2006
MBA, Strategic Leadership
Washington and Lee University 1994 — 1998
BA, Music
St. Catherine's School 1981 — 1994
High School
Wachovia Securities December 2005 - March 2008
MusicToday 2002 - 2003
Harris Williams (Cobblestone Advisors) June 1999 - July 2002
Education
University of Richmond - Robins School of Business 2003 — 2006
MBA, Strategic Leadership
Washington and Lee University 1994 — 1998
BA, Music
St. Catherine's School 1981 — 1994
High School
Elliott Estes's Wachovia Securities Experience July 2006 - October 2007
Job Principal at Woodmont Lodging, LLC
Industry Real Estate
Experience
Woodmont Lodging, LLC April 2015 - Present
RLJ Lodging Trust January 2014 - March 2015
RLJ Lodging Trust December 2009 - December 2013
RLJ Development, LLC October 2007 - December 2009
Wachovia Securities July 2006 - October 2007
PGA TOUR December 2002 - June 2004
PGA TOUR May 2001 - June 2004
Skills
Teamwork, Mentoring, Capital Markets, Financial Modeling, Real Estate Due..., Closing Deals, Process Efficiency, Leadership, Strategic Planning, Investments, Acquisitions, Team Building, Marketing, Finance, Strategy, Management, Due Diligence, Deal Closure, Portfolio Management
Education
Wake Forest University - Babcock Graduate School of Management 2004 — 2006
MBA, Finance and Consulting
University of South Carolina-Columbia 1997 — 2001
B.S., Sport and Event Management
Woodmont Lodging, LLC April 2015 - Present
RLJ Lodging Trust January 2014 - March 2015
RLJ Lodging Trust December 2009 - December 2013
RLJ Development, LLC October 2007 - December 2009
Wachovia Securities July 2006 - October 2007
PGA TOUR December 2002 - June 2004
PGA TOUR May 2001 - June 2004
Skills
Teamwork, Mentoring, Capital Markets, Financial Modeling, Real Estate Due..., Closing Deals, Process Efficiency, Leadership, Strategic Planning, Investments, Acquisitions, Team Building, Marketing, Finance, Strategy, Management, Due Diligence, Deal Closure, Portfolio Management
Education
Wake Forest University - Babcock Graduate School of Management 2004 — 2006
MBA, Finance and Consulting
University of South Carolina-Columbia 1997 — 2001
B.S., Sport and Event Management
Lucy Lam's Wachovia Securities Experience September 2000 - January 2003
Job Operations Manager at Fluent Wealth Partners
Industry Financial Services
Experience
Fluent Wealth Partners, LLC July 2008 - Present
PWJohnson Wealth Management October 2006 - July 2008
Comerica Bank May 2003 - October 2006
Wachovia Securities September 2000 - January 2003
Skills
Sales, Investments, Risk Management, Banking, Relationship Management, Financial Analysis
Education
University of Phoenix 2005 — 2009
Fluent Wealth Partners, LLC July 2008 - Present
PWJohnson Wealth Management October 2006 - July 2008
Comerica Bank May 2003 - October 2006
Wachovia Securities September 2000 - January 2003
Skills
Sales, Investments, Risk Management, Banking, Relationship Management, Financial Analysis
Education
University of Phoenix 2005 — 2009
Jack Stimac, CFA's Wachovia Securities Experience July 2005 - October 2007
Job Fixed Income Analyst at Stifel Financial Corp.
Industry Capital Markets
Experience
Stifel Financial Corp. September 2012 - Present
BB&T Capital Markets May 2010 - February 2013
Genworth Financial October 2007 - May 2010
Wachovia Securities July 2005 - October 2007
Godsey & Gibb Associates June 2004 - July 2005
Skills
Bloomberg, Yield Book, BondEdge, Financial Modeling, Fixed Income Analysis, Equity Research
Education
University of Richmond 2000 — 2004
BSBA, Finance, Economics
University of Richmond - Robins School of Business 2000 — 2004
BSBA, Finance, Economics
Stifel Financial Corp. September 2012 - Present
BB&T Capital Markets May 2010 - February 2013
Genworth Financial October 2007 - May 2010
Wachovia Securities July 2005 - October 2007
Godsey & Gibb Associates June 2004 - July 2005
Skills
Bloomberg, Yield Book, BondEdge, Financial Modeling, Fixed Income Analysis, Equity Research
Education
University of Richmond 2000 — 2004
BSBA, Finance, Economics
University of Richmond - Robins School of Business 2000 — 2004
BSBA, Finance, Economics
Han Chen MBA, CFA's Wachovia Securities Experience February 2001 - October 2008
Job Senior Financial Services Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group October 2008 - Present
Wachovia Securities February 2001 - October 2008
American Express October 1998 - February 2001
Education
Chartered Financial Analyst
CFA
University of Rochester - Simon Business School 1992 — 1994
Principal Financial Group October 2008 - Present
Wachovia Securities February 2001 - October 2008
American Express October 1998 - February 2001
Education
Chartered Financial Analyst
CFA
University of Rochester - Simon Business School 1992 — 1994
Tim Bartl, CFA's Wachovia Securities Experience May 2005 - May 2006
Job Director at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's July 2007 - Present
Manning & Napier Advisors May 2006 - August 2006
Wachovia Securities May 2005 - May 2006
Skills
Structured Finance, Securitization, Fixed Income, Structured Products, ABS, MBS, Credit Analysis, Valuation, CMBS, Finance, Portfolio Management
Education
University of Rochester 2003 — 2007
BA, Financial Economics, Mathematics
Standard & Poor's July 2007 - Present
Manning & Napier Advisors May 2006 - August 2006
Wachovia Securities May 2005 - May 2006
Skills
Structured Finance, Securitization, Fixed Income, Structured Products, ABS, MBS, Credit Analysis, Valuation, CMBS, Finance, Portfolio Management
Education
University of Rochester 2003 — 2007
BA, Financial Economics, Mathematics
Alison Schwab's Wachovia Securities Experience 2002 - 2004
Job Head of Business Development & Investor Relations, Gapstow Capital Partners
Industry Investment Management
Experience
Gapstow Capital Partners May 2012 - Present
The Kenmar Group May 2011 - May 2012
Financial Risk Management (FRM Americas LLC) 2008 - May 2011
Private Advisors, LLC 2004 - 2008
Wachovia Securities 2002 - 2004
Alpha Investment Management 2001 - 2002
Skills
Hedge Funds, Alternative Investments, Asset Management, Fund Of Funds, Private Equity, Investor Relations, New Business Development
Education
University of Richmond - Robins School of Business 2004 — 2006
MBA
William & Mary 1996 — 2000
Bachelor of Arts (B.A.)
The Collegiate School 1991 — 1996
Gapstow Capital Partners May 2012 - Present
The Kenmar Group May 2011 - May 2012
Financial Risk Management (FRM Americas LLC) 2008 - May 2011
Private Advisors, LLC 2004 - 2008
Wachovia Securities 2002 - 2004
Alpha Investment Management 2001 - 2002
Skills
Hedge Funds, Alternative Investments, Asset Management, Fund Of Funds, Private Equity, Investor Relations, New Business Development
Education
University of Richmond - Robins School of Business 2004 — 2006
MBA
William & Mary 1996 — 2000
Bachelor of Arts (B.A.)
The Collegiate School 1991 — 1996
Karen Paull's Wachovia Securities Experience 2005 - 2009
Job Loan Servicing Manager at Mission Federal Credit Union
Industry Financial Services
Experience
Mission Federal Credit Union October 2014 - Present
Union Bank February 2011 - 2013
American Mortgage Network March 2005 - September 2011
Wachovia 2005 - 2011
Vertice (fka American Mortgage Network Inc.P) Wachovia Securities 2005 - 2011
Vertice, A Divisions of Wachovia Securities 2005 - 2011
Wachovia Securities 2005 - 2009
Glendale Federal Bank 1991 - 1998
Skills
Finance, Mortgage Lending, Banking, Risk Management, Management, Credit, Mortgage Banking, Loans, Portfolio Management, Credit Analysis
Education
University of San Diego 1985 — 1989
Bachelor of Business Administration (BBA), Accounting and Business/Management, 3.8
Mission Federal Credit Union October 2014 - Present
Union Bank February 2011 - 2013
American Mortgage Network March 2005 - September 2011
Wachovia 2005 - 2011
Vertice (fka American Mortgage Network Inc.P) Wachovia Securities 2005 - 2011
Vertice, A Divisions of Wachovia Securities 2005 - 2011
Wachovia Securities 2005 - 2009
Glendale Federal Bank 1991 - 1998
Skills
Finance, Mortgage Lending, Banking, Risk Management, Management, Credit, Mortgage Banking, Loans, Portfolio Management, Credit Analysis
Education
University of San Diego 1985 — 1989
Bachelor of Business Administration (BBA), Accounting and Business/Management, 3.8
Jamie Fenwick's Wachovia Securities Experience September 2008 - September 2010
Job Associate, Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities March 2012 - Present
Wells Fargo Securities October 2010 - February 2012
Wachovia Securities September 2008 - September 2010
Wachovia Securities February 2007 - August 2008
Southwestern Human Services February 2006 - September 2006
Allegheny Forensic Associates January 2005 - August 2005
Giant Eagle May 2002 - August 2002
Skills
Leadership, Financial Analysis, Finance, Strategic Planning, Banking
Education
University of Pittsburgh 2004 — 2005
Master of Science (M.S.), Applied Developmental Psychology
Virginia Polytechnic Institute and State University 1999 — 2003
Bachelor of Science, Psychology
Wells Fargo Securities March 2012 - Present
Wells Fargo Securities October 2010 - February 2012
Wachovia Securities September 2008 - September 2010
Wachovia Securities February 2007 - August 2008
Southwestern Human Services February 2006 - September 2006
Allegheny Forensic Associates January 2005 - August 2005
Giant Eagle May 2002 - August 2002
Skills
Leadership, Financial Analysis, Finance, Strategic Planning, Banking
Education
University of Pittsburgh 2004 — 2005
Master of Science (M.S.), Applied Developmental Psychology
Virginia Polytechnic Institute and State University 1999 — 2003
Bachelor of Science, Psychology
Dori Hammond's Wachovia Securities Experience March 2001 - June 2002
Job VP of Broker Dealer Surveillance
Industry Financial Services
Experience
AIG Advisor Group January 2015 - Present
FSC Securities April 2013 - February 2015
AIG Advisor Group April 2012 - April 2013
AIG Advisor Group January 2009 - March 2012
FSC Securities April 2004 - January 2009
AIG Advisor Group September 2003 - April 2004
FSC Securities July 2002 - September 2003
Wachovia Securities March 2001 - June 2002
Skills
Securities, Financial Advisory, Series 7, Investment Advisory, Series 63, Series 24, FINRA, Investments, Series 6, Financial Services, Series 65, Mutual Funds, 401k, Asset Allocation, Asset Management, Bonds, ETFs, Equities, Fixed Annuities, Investment Management, Investment Strategies, Portfolio Management, Retirement, Retirement Planning, Risk Management, Strategic Financial..., Uniform Combined State..., Wealth Management, Financial Planning
Education
Strayer University-Maryland 2001 — 2004
MBA, Management
University of Richmond - Robins School of Business 1995 — 1999
BSBA, Business Adminstration--Marketing
AIG Advisor Group January 2015 - Present
FSC Securities April 2013 - February 2015
AIG Advisor Group April 2012 - April 2013
AIG Advisor Group January 2009 - March 2012
FSC Securities April 2004 - January 2009
AIG Advisor Group September 2003 - April 2004
FSC Securities July 2002 - September 2003
Wachovia Securities March 2001 - June 2002
Skills
Securities, Financial Advisory, Series 7, Investment Advisory, Series 63, Series 24, FINRA, Investments, Series 6, Financial Services, Series 65, Mutual Funds, 401k, Asset Allocation, Asset Management, Bonds, ETFs, Equities, Fixed Annuities, Investment Management, Investment Strategies, Portfolio Management, Retirement, Retirement Planning, Risk Management, Strategic Financial..., Uniform Combined State..., Wealth Management, Financial Planning
Education
Strayer University-Maryland 2001 — 2004
MBA, Management
University of Richmond - Robins School of Business 1995 — 1999
BSBA, Business Adminstration--Marketing
Elliott Marks's Wachovia Securities Experience 2005 - 2007
Job Field Supervision Director at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2008 - Present
Wachovia Securities 2005 - 2007
Wachovia, A Wells Fargo Company September 2002 - March 2005
Education
University of South Carolina-Columbia 1991 — 1995
International Studies
Edward Jones November 2008 - Present
Wachovia Securities 2005 - 2007
Wachovia, A Wells Fargo Company September 2002 - March 2005
Education
University of South Carolina-Columbia 1991 — 1995
International Studies
Steven Behrle's Wachovia Securities Experience July 1999 - May 2007
Job Managing Principal at Wells Fargo Financial Network, LLC (WFAFN), Member SIPC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC. Member SIPC. May 2006 - Present
Wachovia Securities July 1999 - May 2007
Skills
Business Development, Marketing Strategy, Retirement, Retirement Planning, Fixed Annuities, Strategic Planning, Finance, Financial Advisory, Defined Benefit, Portfolio Management, Investments, ERISA, Mutual Funds, Wealth Management, Asset Management, Financial Analysis, Management, Marketing
Education
University of Southern California 1979 — 1984
BA, Business
Wells Fargo Advisors Financial Network, LLC. Member SIPC. May 2006 - Present
Wachovia Securities July 1999 - May 2007
Skills
Business Development, Marketing Strategy, Retirement, Retirement Planning, Fixed Annuities, Strategic Planning, Finance, Financial Advisory, Defined Benefit, Portfolio Management, Investments, ERISA, Mutual Funds, Wealth Management, Asset Management, Financial Analysis, Management, Marketing
Education
University of Southern California 1979 — 1984
BA, Business
Mark Heberle's Wachovia Securities Experience 1994 - 2008
Job Financial Consultant
Industry Investment Management
Experience
Merrimac Capital Management, LLC November 2010 - Present
Cross Point Capital May 2010 - November 2010
Beau Mobile Storage, Inc 2008 - 2009
Wachovia Securities 1994 - 2008
Signet Bank 1994 - 1997
Education
University of Richmond - Robins School of Business 1991 — 1994
MBA, Business Administration
Virginia Polytechnic Institute and State University - Pamplin College of Business 1980 — 1985
B.S., Finance
Merrimac Capital Management, LLC November 2010 - Present
Cross Point Capital May 2010 - November 2010
Beau Mobile Storage, Inc 2008 - 2009
Wachovia Securities 1994 - 2008
Signet Bank 1994 - 1997
Education
University of Richmond - Robins School of Business 1991 — 1994
MBA, Business Administration
Virginia Polytechnic Institute and State University - Pamplin College of Business 1980 — 1985
B.S., Finance
Crystal Rosse's Wachovia Securities Experience December 2006 - December 2008
Job Program Manager, FVP, SunTrust Mortgage
Industry Financial Services
Experience
SunTrust Bank August 2014 - Present
RBS Citizens Financial Group March 2012 - August 2014
MOS Group, Inc. September 2010 - March 2012
MOS Group, Inc. June 2009 - September 2010
Mortgage Outreach Services December 2008 - June 2009
Wachovia Securities December 2006 - December 2008
Saxon Mortgage May 2006 - December 2006
Wachovia Securities Financial Network May 2005 - May 2006
Charter One Bank July 2001 - May 2005
Education
University of Richmond 1994 — 1998
BA, Communications and Theater
SunTrust Bank August 2014 - Present
RBS Citizens Financial Group March 2012 - August 2014
MOS Group, Inc. September 2010 - March 2012
MOS Group, Inc. June 2009 - September 2010
Mortgage Outreach Services December 2008 - June 2009
Wachovia Securities December 2006 - December 2008
Saxon Mortgage May 2006 - December 2006
Wachovia Securities Financial Network May 2005 - May 2006
Charter One Bank July 2001 - May 2005
Education
University of Richmond 1994 — 1998
BA, Communications and Theater
Amol Mehta's Wachovia Securities Experience May 2008 - August 2008
Job Assistant Vice President at Peachtree Hotel Group
Industry Hospitality
Experience
Peachtree Hotel Group October 2012 - Present
InterContinental Hotels Group August 2010 - October 2012
First Physical Therapy January 2006 - June 2010
Spanish Vines January 2010 - May 2010
BBC Worldwide May 2009 - August 2009
Wachovia Securities May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Analysis, Investments, Data Analysis, Microsoft Excel, Asset Management, Acquisitions, Corporate Finance, Due Diligence, Forecasting, Real Estate Transactions, Real Estate Financing, Real Estate Finance, Healthcare Industry, Competitive Analysis, Real Estate Investment, Industry Analysis, Excel, Hospitality
Education
University of South Carolina - Darla Moore School of Business 2006 — 2010
BS, Finance, Management
Peachtree Hotel Group October 2012 - Present
InterContinental Hotels Group August 2010 - October 2012
First Physical Therapy January 2006 - June 2010
Spanish Vines January 2010 - May 2010
BBC Worldwide May 2009 - August 2009
Wachovia Securities May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Analysis, Investments, Data Analysis, Microsoft Excel, Asset Management, Acquisitions, Corporate Finance, Due Diligence, Forecasting, Real Estate Transactions, Real Estate Financing, Real Estate Finance, Healthcare Industry, Competitive Analysis, Real Estate Investment, Industry Analysis, Excel, Hospitality
Education
University of South Carolina - Darla Moore School of Business 2006 — 2010
BS, Finance, Management
Phil Drummond, FRM, CFA, CPA's Wachovia Securities Experience 1999 - 2007
Job Market Risk Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Operational Risk ConsultantWells Fargo Securities2012 - 2014
Wachovia Securities 1999 - 2007
Price Waterhouse Management Consultants 1993 - 1995
Skills
Financial Analysis, Investments, Banking, Strategic Financial..., Risk Management, Equities, Portfolio Management, Financial Services, Securities, Market Risk, Credit Risk, Operational Risk, Capital Markets, Finance, Credit, Valuation, Fixed Income
Education
University of South Carolina-Columbia
Master of Accountancy
University of South Carolina-Columbia
Bachelor of Science (B.S.), Accounting and Business/Management
Wells Fargo Operational Risk ConsultantWells Fargo Securities2012 - 2014
Wachovia Securities 1999 - 2007
Price Waterhouse Management Consultants 1993 - 1995
Skills
Financial Analysis, Investments, Banking, Strategic Financial..., Risk Management, Equities, Portfolio Management, Financial Services, Securities, Market Risk, Credit Risk, Operational Risk, Capital Markets, Finance, Credit, Valuation, Fixed Income
Education
University of South Carolina-Columbia
Master of Accountancy
University of South Carolina-Columbia
Bachelor of Science (B.S.), Accounting and Business/Management
Nicholas Isernia's Wachovia Securities Experience May 2008 - August 2008
Job Financial Analyst Cardone Industries
Industry Automotive
Experience
Cardone Industries July 2013 - Present
American Driveline Systems, Inc. April 2011 - June 2013
MIOX Corporation April 2009 - April 2011
Wachovia Securities May 2008 - August 2008
Fred Beans June 2007 - August 2007
Genuardi's Family Markets January 2003 - July 2007
Skills
Analysis, Analytical Skills, Budgets, Financial Analysis, Leadership, Management, Operations Management, Process Improvement, Cross-functional Team..., Customer Service, Financial Modeling, Microsoft Excel, Finance, Financial Accounting, Budgeting
Education
University of Pittsburgh 2005 — 2008
BSBA, Finance
John Cabot University
University of Pittsburgh
Bachelor of Science, Business Administration; Finance
Cardone Industries July 2013 - Present
American Driveline Systems, Inc. April 2011 - June 2013
MIOX Corporation April 2009 - April 2011
Wachovia Securities May 2008 - August 2008
Fred Beans June 2007 - August 2007
Genuardi's Family Markets January 2003 - July 2007
Skills
Analysis, Analytical Skills, Budgets, Financial Analysis, Leadership, Management, Operations Management, Process Improvement, Cross-functional Team..., Customer Service, Financial Modeling, Microsoft Excel, Finance, Financial Accounting, Budgeting
Education
University of Pittsburgh 2005 — 2008
BSBA, Finance
John Cabot University
University of Pittsburgh
Bachelor of Science, Business Administration; Finance
Keith Hendricks's Wachovia Securities Experience October 2006 - May 2007
Job Senior Cyber Systems Engineer II at Raytheon
Industry Information Technology and Services
Experience
Raytheon May 2014 - Present
Sotera Defense Solutions, Inc. March 2013 - November 2013
Northrop Grumman Information Systems April 2012 - March 2013
COMSO, Inc August 2011 - April 2012
Morgan Stanley October 2007 - August 2011
Chevy Chase Bank June 2007 - September 2007
Wachovia Securities October 2006 - May 2007
Genworth Financial June 2004 - September 2006
Time-Life Inc May 2000 - May 2004
Education
University of Phoenix 2008 — 2010
Bachelor of Science, Information Technology/Information Systems Security
Virginia Commonwealth University 1989 — 1992
Raytheon May 2014 - Present
Sotera Defense Solutions, Inc. March 2013 - November 2013
Northrop Grumman Information Systems April 2012 - March 2013
COMSO, Inc August 2011 - April 2012
Morgan Stanley October 2007 - August 2011
Chevy Chase Bank June 2007 - September 2007
Wachovia Securities October 2006 - May 2007
Genworth Financial June 2004 - September 2006
Time-Life Inc May 2000 - May 2004
Education
University of Phoenix 2008 — 2010
Bachelor of Science, Information Technology/Information Systems Security
Virginia Commonwealth University 1989 — 1992
Myres Tilghman's Wachovia Securities Experience 1999 - September 2005
Job Senior Asia Pacific Trader
Industry Investment Management
Experience
+$1B CTA / Hedge Fund Manager September 2005 - Present
Wachovia Securities 1999 - September 2005
Wheat First Butcher Singer 1997 - 1999
Skills
Equity Trading, Hedge Funds, Trading, Equity Derivatives, Fixed Income, Alternative Investments, Bloomberg, Equities, Investments, Securities
Education
University of Richmond 1992 — 1996
B.A., Economics
+$1B CTA / Hedge Fund Manager September 2005 - Present
Wachovia Securities 1999 - September 2005
Wheat First Butcher Singer 1997 - 1999
Skills
Equity Trading, Hedge Funds, Trading, Equity Derivatives, Fixed Income, Alternative Investments, Bloomberg, Equities, Investments, Securities
Education
University of Richmond 1992 — 1996
B.A., Economics
Merrill Lynch
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank