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
Heather Hunt-Ruddy Heather Hunt-Ruddy's Wachovia Securities Experience 1993 - 2003
Job Managing Director Regional President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2014 - Present
Wells Fargo Advisors 2007 - January 2014
RBC Dain Rauscher 2003 - 2007
Wachovia Securities 1993 - 2003
Skills
Finance, Management, Series 63, Recruiting, Financial Advisory, Sales, Marketing, Human Resources, Fixed Income, Real Estate, FINRA, Financial Planners, Certified Financial..., Trading, Series 7, Wealth Management, Retirement Planning, Mutual Funds, Investments, Portfolio Management, Motivation, Change Management, Strategic Leadership
Education
DePaul University
Bachelor of Arts (B.A.)
Wells Fargo Advisors January 2014 - Present
Wells Fargo Advisors 2007 - January 2014
RBC Dain Rauscher 2003 - 2007
Wachovia Securities 1993 - 2003
Skills
Finance, Management, Series 63, Recruiting, Financial Advisory, Sales, Marketing, Human Resources, Fixed Income, Real Estate, FINRA, Financial Planners, Certified Financial..., Trading, Series 7, Wealth Management, Retirement Planning, Mutual Funds, Investments, Portfolio Management, Motivation, Change Management, Strategic Leadership
Education
DePaul University
Bachelor of Arts (B.A.)
Doug Besso Doug Besso's Wachovia Securities Experience 1999 - June 2009
Job Chief Technology and Operations Officer at HighTower
Industry Financial Services
Experience
HighTower March 2012 - Present
Calamos Investments July 2009 - March 2012
Wachovia Securities 1999 - June 2009
EVEREN Securities 1996 - 1999
Kemper Financial Services 1988 - 1996
Electronic Data Systems 1987 - 1988
Skills
CIO, Retail Brokerage, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1996
M.B.A, Finance
Iowa State University 1983 — 1987
B.S., Computer Science
HighTower March 2012 - Present
Calamos Investments July 2009 - March 2012
Wachovia Securities 1999 - June 2009
EVEREN Securities 1996 - 1999
Kemper Financial Services 1988 - 1996
Electronic Data Systems 1987 - 1988
Skills
CIO, Retail Brokerage, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1996
M.B.A, Finance
Iowa State University 1983 — 1987
B.S., Computer Science
Jitendra (Jitu) Chaturvedi Jitendra (Jitu) Chaturvedi's Wachovia Securities Experience December 2003 - December 2006
Job Managing Partner And Chief Technology Officer at O3 Technology Solutions
Industry Capital Markets
Experience
O3 Technology Solutions July 2011 - Present
O3 Technology Solutions April 2009 - April 2011
Washington Mutual January 2007 - January 2009
Wachovia Securities December 2003 - December 2006
Merrill Lynch 2003 - 2003
QCom Inc. 1998 - 2002
Skills
Risk Management, Trading Systems, Derivatives, Fixed Income, Capital Markets, Business Analysis, SDLC, Summit, Calypso, Clearing, Market Risk, Financial Risk, Banking, Software Development, Hedge Funds, Credit Derivatives, FX Options, Portfolio Management, Interest Rate..., Financial Markets, Equities, Electronic Trading, Equity Derivatives, Financial Services, Back Office, Options, Low Latency, Trading, Exchange Connectivity, Investment Banking, Quantitative Finance, Java, Bloomberg, Requirements Gathering, Sybase, C#, VBA
Education
Devi Ahilya Vishwavidyalaya 1975 — 1980
Bachelor of Science (BS)
Devi Ahilya Vishwavidyalaya 1975 — 1980
BE
S.G.S.I.T.S 1975 — 1980
BE
Shri Govindram Seksaria Institute of Technology and Science 1975 — 1980
BE
O3 Technology Solutions July 2011 - Present
O3 Technology Solutions April 2009 - April 2011
Washington Mutual January 2007 - January 2009
Wachovia Securities December 2003 - December 2006
Merrill Lynch 2003 - 2003
QCom Inc. 1998 - 2002
Skills
Risk Management, Trading Systems, Derivatives, Fixed Income, Capital Markets, Business Analysis, SDLC, Summit, Calypso, Clearing, Market Risk, Financial Risk, Banking, Software Development, Hedge Funds, Credit Derivatives, FX Options, Portfolio Management, Interest Rate..., Financial Markets, Equities, Electronic Trading, Equity Derivatives, Financial Services, Back Office, Options, Low Latency, Trading, Exchange Connectivity, Investment Banking, Quantitative Finance, Java, Bloomberg, Requirements Gathering, Sybase, C#, VBA
Education
Devi Ahilya Vishwavidyalaya 1975 — 1980
Bachelor of Science (BS)
Devi Ahilya Vishwavidyalaya 1975 — 1980
BE
S.G.S.I.T.S 1975 — 1980
BE
Shri Govindram Seksaria Institute of Technology and Science 1975 — 1980
BE
Lisa Lubar, CDFA Lisa Lubar, CDFA's Wachovia Securities Experience April 2006 - May 2008
Job Financial Advisor, Certified Divorce Financial Analyst at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch March 2015 - Present
UBS Financial Services, Inc. October 2010 - March 2015
Wachovia Securities April 2006 - May 2008
Smith Barney July 1997 - April 2006
Education
Emory University 1984 — 1988
BA, Economics
Merrill Lynch March 2015 - Present
UBS Financial Services, Inc. October 2010 - March 2015
Wachovia Securities April 2006 - May 2008
Smith Barney July 1997 - April 2006
Education
Emory University 1984 — 1988
BA, Economics
Gil Reese Gil Reese's Wachovia Securities Experience March 1987 - October 2009
Job Corporate Banking Executive at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation February 2013 - Present
Arlington Capital Advisors January 2009 - December 2012
Wachovia Securities March 1987 - October 2009
Huntington National Bank 1979 - 1985
Skills
Investment Banking, Capital Markets, Fixed Income, Mergers & Acquisitions, Corporate Finance, Derivatives, Investments, Business Strategy, Asset Management
Education
DePauw University 1975 — 1979
The Hill School 1971 — 1975
Regions Financial Corporation February 2013 - Present
Arlington Capital Advisors January 2009 - December 2012
Wachovia Securities March 1987 - October 2009
Huntington National Bank 1979 - 1985
Skills
Investment Banking, Capital Markets, Fixed Income, Mergers & Acquisitions, Corporate Finance, Derivatives, Investments, Business Strategy, Asset Management
Education
DePauw University 1975 — 1979
The Hill School 1971 — 1975
Zachary Abrams Zachary Abrams's Wachovia Securities Experience June 2007 - June 2009
Job Product at Remind
Industry Computer Software
Experience
RemindHQ September 2015 - Present
Square December 2013 - September 2015
Evenly May 2012 - December 2013
Fahrenheit 212 June 2011 - June 2012
Littlejohn & Co June 2009 - June 2011
Wachovia Securities June 2007 - June 2009
Skills
Payments, Start-ups, Web Development, Business Strategy, Economics, Strategic Consulting, Private Equity, Leveraged Finance, Financial Analysis, Due Diligence, Mergers
Education
Duke University 2003 — 2007
Economics, History
University of Otago 2005 — 2005
RemindHQ September 2015 - Present
Square December 2013 - September 2015
Evenly May 2012 - December 2013
Fahrenheit 212 June 2011 - June 2012
Littlejohn & Co June 2009 - June 2011
Wachovia Securities June 2007 - June 2009
Skills
Payments, Start-ups, Web Development, Business Strategy, Economics, Strategic Consulting, Private Equity, Leveraged Finance, Financial Analysis, Due Diligence, Mergers
Education
Duke University 2003 — 2007
Economics, History
University of Otago 2005 — 2005
Jeffrey McAleer Jeffrey McAleer's Wachovia Securities Experience 2007 - 2008
Job Senior Associate at PwC Advisory
Industry Management Consulting
Experience
PwC Advisory May 2014 - Present
Wells Fargo Advisors 2010 - 2014
Wells Fargo Advisors 2008 - 2010
Wachovia Securities 2007 - 2008
Merrill Lynch 2006 - 2006
Education
Duke Fuqua School of Business 2011 — 2013
Master of Business Administration (M.B.A.), GPA: 3.6
James Madison University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, Cum Laude
PwC Advisory May 2014 - Present
Wells Fargo Advisors 2010 - 2014
Wells Fargo Advisors 2008 - 2010
Wachovia Securities 2007 - 2008
Merrill Lynch 2006 - 2006
Education
Duke Fuqua School of Business 2011 — 2013
Master of Business Administration (M.B.A.), GPA: 3.6
James Madison University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, Cum Laude
Jennifer Dorsch Jennifer Dorsch's Wachovia Securities Experience May 2006 - May 2008
Job Director of Communication Frederick Church of the Brethren
Industry Religious Institutions
Experience
Frederick Church of the Brethren December 2011 - Present
Chesapeake Region Volleyball Association January 2003 - Present
Girls Incorporated of Washington County January 2010 - August 2014
Wachovia Securities May 2006 - May 2008
Wachovia Securities November 2004 - May 2006
C&A Sportswear September 2002 - May 2004
Skills
Graphic Design, Teaching, Athletic Director, Volleyball Referee, Trauma Healing, Sports and Trauma..., Social Media Management, Summer Camp &..., Advertising, SMO, Social Media, Youth Leadership, Management, Event Planning, Nonprofits, Editing, Fundraising
Education
Eastern Mennonite University 2007 — 2010
Master of Arts (MA), Conflict Transformation
Juniata College 1998 — 2002
Bachelor of Arts (B.A.), Communications & Art
Frederick Church of the Brethren December 2011 - Present
Chesapeake Region Volleyball Association January 2003 - Present
Girls Incorporated of Washington County January 2010 - August 2014
Wachovia Securities May 2006 - May 2008
Wachovia Securities November 2004 - May 2006
C&A Sportswear September 2002 - May 2004
Skills
Graphic Design, Teaching, Athletic Director, Volleyball Referee, Trauma Healing, Sports and Trauma..., Social Media Management, Summer Camp &..., Advertising, SMO, Social Media, Youth Leadership, Management, Event Planning, Nonprofits, Editing, Fundraising
Education
Eastern Mennonite University 2007 — 2010
Master of Arts (MA), Conflict Transformation
Juniata College 1998 — 2002
Bachelor of Arts (B.A.), Communications & Art
Greg Brissette Greg Brissette's Wachovia Securities Experience 2000 - June 2003
Job VPInvestments/CRPC®
Industry Investment Management
Experience
Janney Montgomery Scott June 2003 - Present
Wachovia Securities 2000 - June 2003
First Union Securities 1997 - 2000
Wheat First Butcher Singer 1996 - 1997
Skills
Retirement Planning, Retirement Plans, Retirement Income..., Investments, Assistance with 401-K..., Leadership, Wealth Management, Series 7, Finance, Retirement, Insurance, Loans, Small Business, Securities, Financial Analysis, Series 63, Mutual Funds, Estate Planning, Strategy, Financial Services, Asset Allocation, Strategic Planning, Strategic Financial..., Investment Advisory, Portfolio Management, Alternative Investments, Asset Management, Private Equity, Financial Planning, Credit
Education
East Carolina University - College of Business 1978 — 1980
MBA, Marketing, Accounting, Economics
North Carolina State University 1973 — 1977
BS, Speech/Communications, Economics
Janney Montgomery Scott June 2003 - Present
Wachovia Securities 2000 - June 2003
First Union Securities 1997 - 2000
Wheat First Butcher Singer 1996 - 1997
Skills
Retirement Planning, Retirement Plans, Retirement Income..., Investments, Assistance with 401-K..., Leadership, Wealth Management, Series 7, Finance, Retirement, Insurance, Loans, Small Business, Securities, Financial Analysis, Series 63, Mutual Funds, Estate Planning, Strategy, Financial Services, Asset Allocation, Strategic Planning, Strategic Financial..., Investment Advisory, Portfolio Management, Alternative Investments, Asset Management, Private Equity, Financial Planning, Credit
Education
East Carolina University - College of Business 1978 — 1980
MBA, Marketing, Accounting, Economics
North Carolina State University 1973 — 1977
BS, Speech/Communications, Economics
Dan O'Donovan Dan O'Donovan's Wachovia Securities Experience 2006 - 2008
Job Sales Executive at Metal Parts & Equipment Company
Industry Mechanical or Industrial Engineering
Experience
Metal Parts & Equipment Co September 2008 - Present
Wachovia Securities 2006 - 2008
Merriman Curhan & Ford Company 2004 - 2005
Sanford C. Bernstein 2001 - 2004
WIT Soundview Corp 1999 - 2001
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance
Miami University 1994 — 1998
Bachelor of Science (B.S.), Marketing
Metal Parts & Equipment Co September 2008 - Present
Wachovia Securities 2006 - 2008
Merriman Curhan & Ford Company 2004 - 2005
Sanford C. Bernstein 2001 - 2004
WIT Soundview Corp 1999 - 2001
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance
Miami University 1994 — 1998
Bachelor of Science (B.S.), Marketing
Jonathan Schor Jonathan Schor's Wachovia Securities Experience 2005 - June 2008
Job Vice President at LBC Credit Partners, Inc.
Industry Financial Services
Experience
LBC Credit Partners, Inc. June 2008 - Present
Wachovia Securities 2005 - June 2008
Wachovia Bank June 2003 - 2005
Skills
LBO, Portfolio Management, Corporate Development, Mergers & Acquisitions, Fixed Income, Leveraged Finance, Structured Finance, Credit, Financial Structuring, Financial Reporting, Accounting, Equities, High Yield, Microsoft Excel
Education
Goizueta Business School, Emory University
BBA, Finance, Consulting
LBC Credit Partners, Inc. June 2008 - Present
Wachovia Securities 2005 - June 2008
Wachovia Bank June 2003 - 2005
Skills
LBO, Portfolio Management, Corporate Development, Mergers & Acquisitions, Fixed Income, Leveraged Finance, Structured Finance, Credit, Financial Structuring, Financial Reporting, Accounting, Equities, High Yield, Microsoft Excel
Education
Goizueta Business School, Emory University
BBA, Finance, Consulting
Garrett Walsh Garrett Walsh's Wachovia Securities Experience May 2005 - March 2008
Job Regional Business Director at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors February 2014 - Present
Raymond James Financial Inc. June 2012 - February 2014
Raymond James Financial March 2008 - June 2012
Wachovia Securities May 2005 - March 2008
James River Insurance Company June 2004 - April 2005
First Investors Corporation December 2003 - May 2004
Skills
Business Development, Recruiting, Practice Management, Financial Advisory, Business Consulting, Personal Financial..., Asset Allocation, Asset Managment, Investment Management, Securities, Separately Managed..., Mutual Funds, Economics, Wholesale, Series 7, Series 66, Series 24, Series 9/10, Sales, Sales Strategy, New Client Acquisitions, Presentations, Public Speaking, Uniform Combined State..., Wealth Management, Asset Management, Series 63, Equities, FINRA, Investments, Financial Analysis, Financial Planners, Wealth, Retirement Planning, Financial Services, Series 65, Investment Advisory, Investment Strategies, 401k, Retirement, Alternative Investments, Wealth Management..., ETFs, Series 6, Fixed Annuities, Variable Annuities
Education
Virginia Commonwealth University 2001 — 2003
Duquesne University 1998 — 2001
Benedictine High School 1994 — 1998
Wells Fargo Advisors February 2014 - Present
Raymond James Financial Inc. June 2012 - February 2014
Raymond James Financial March 2008 - June 2012
Wachovia Securities May 2005 - March 2008
James River Insurance Company June 2004 - April 2005
First Investors Corporation December 2003 - May 2004
Skills
Business Development, Recruiting, Practice Management, Financial Advisory, Business Consulting, Personal Financial..., Asset Allocation, Asset Managment, Investment Management, Securities, Separately Managed..., Mutual Funds, Economics, Wholesale, Series 7, Series 66, Series 24, Series 9/10, Sales, Sales Strategy, New Client Acquisitions, Presentations, Public Speaking, Uniform Combined State..., Wealth Management, Asset Management, Series 63, Equities, FINRA, Investments, Financial Analysis, Financial Planners, Wealth, Retirement Planning, Financial Services, Series 65, Investment Advisory, Investment Strategies, 401k, Retirement, Alternative Investments, Wealth Management..., ETFs, Series 6, Fixed Annuities, Variable Annuities
Education
Virginia Commonwealth University 2001 — 2003
Duquesne University 1998 — 2001
Benedictine High School 1994 — 1998
Stacy Nicolettos Stacy Nicolettos's Wachovia Securities Experience March 2002 - January 2004
Job District Sales Manager at Trafalgar Tours / Brendan Vacations
Industry Hospitality
Experience
Trafalgar Tours / Brendan Vacations January 2013 - Present
Crossroads Travel September 2009 - January 2013
Affinion Loyalty Group November 2009 - January 2012
Edelman Financial Advisors June 2008 - January 2009
Wachovia Securities Financial Network January 2004 - June 2008
Wachovia Securities March 2002 - January 2004
IJL / Wachovia Securities September 2001 - March 2002
IJL / Wachovia Securities October 2000 - September 2001
IJL / Wachovia Securities October 1999 - October 2000
IJL / Wachovia Securities March 1997 - October 1999
Skills
Customer Relations, Strategic Planning, New Business Development, Marketing Strategy, Customer Service, Sales Management, Event Management, Team Building, Budgeting, Marketing, Product Marketing, B2B, Sales
Education
Elon University 1990 — 1994
B.A, Psychology
Elon University
Bachelor of Arts (B.A.), Psychology
Trafalgar Tours / Brendan Vacations January 2013 - Present
Crossroads Travel September 2009 - January 2013
Affinion Loyalty Group November 2009 - January 2012
Edelman Financial Advisors June 2008 - January 2009
Wachovia Securities Financial Network January 2004 - June 2008
Wachovia Securities March 2002 - January 2004
IJL / Wachovia Securities September 2001 - March 2002
IJL / Wachovia Securities October 2000 - September 2001
IJL / Wachovia Securities October 1999 - October 2000
IJL / Wachovia Securities March 1997 - October 1999
Skills
Customer Relations, Strategic Planning, New Business Development, Marketing Strategy, Customer Service, Sales Management, Event Management, Team Building, Budgeting, Marketing, Product Marketing, B2B, Sales
Education
Elon University 1990 — 1994
B.A, Psychology
Elon University
Bachelor of Arts (B.A.), Psychology
Vincent Benjamin Vincent Benjamin's Wachovia Securities Experience June 2004 - May 2007
Job Enterprise Relationship Manager helping companies drive sales pipeline growth at scale with LinkedIn Sales Navigator
Industry Investment Management
Experience
LinkedIn January 2015 - Present
Bernstein Investment Research and Management November 2010 - January 2015
Barclays Capital June 2009 - November 2010
Lehman Brothers June 2008 - August 2008
Wachovia Securities June 2004 - May 2007
The Emerging Professionals Group March 2005 - 2005
EVB Enterprises 1998 - 2003
Skills
Social Media, SaaS, Enterprise Software, Salesforce.com, Big Data, Capital Markets, Entrepreneurship, Strategy, Equities, Business Development, Hedge Funds, Strategic Planning, Valuation, Leadership, Business Strategy, Financial Markets, Thought Leadership, Data Analysis, Negotiation, Relationship Management, Growth Strategies, Competitive Analysis, Analytics, Equity Valuation, Mergers & Acquisitions, Investment Advisory, CRM, Account Management, Competitive..., Consultative Selling, Sales Intelligence, Sales Process, Sales Operations, Management
Education
Harvard Business School 2007 — 2009
Master of Business Administration (MBA)
Davidson College 2000 — 2004
Bachelor's Degree, English
St. Andrew's Sewanee School 1996 — 2000
High School
LinkedIn January 2015 - Present
Bernstein Investment Research and Management November 2010 - January 2015
Barclays Capital June 2009 - November 2010
Lehman Brothers June 2008 - August 2008
Wachovia Securities June 2004 - May 2007
The Emerging Professionals Group March 2005 - 2005
EVB Enterprises 1998 - 2003
Skills
Social Media, SaaS, Enterprise Software, Salesforce.com, Big Data, Capital Markets, Entrepreneurship, Strategy, Equities, Business Development, Hedge Funds, Strategic Planning, Valuation, Leadership, Business Strategy, Financial Markets, Thought Leadership, Data Analysis, Negotiation, Relationship Management, Growth Strategies, Competitive Analysis, Analytics, Equity Valuation, Mergers & Acquisitions, Investment Advisory, CRM, Account Management, Competitive..., Consultative Selling, Sales Intelligence, Sales Process, Sales Operations, Management
Education
Harvard Business School 2007 — 2009
Master of Business Administration (MBA)
Davidson College 2000 — 2004
Bachelor's Degree, English
St. Andrew's Sewanee School 1996 — 2000
High School
Tasha Ford Tasha Ford's Wachovia Securities Experience September 2007 - February 2008
Job Finance Manager
Industry Banking
Experience
Federal Reserve Information Technology March 2013 - Present
SunTrust Mortgage February 2008 - March 2013
Wachovia Securities September 2007 - February 2008
Systems Integration Group December 2005 - November 2006
Owens & Minor 2006 - 2006
Trader Publishing Company May 2004 - December 2005
Skills
Accounting, Finance, Banking, Account Reconciliation, General Ledger, Systems Improvement, Process Improvement, Operational Enhancements, SOX Compliancy, FFIEC, FASB, Cash Operations, Mortgage Servicing, REO, Financial Reporting, Risk Management, Regulatory Guidelines, SQL, Query Writing, Loss Mitigation, Mortgage Lending, Accounts Payable, Loans, Mortgage Banking, Access, Analysis, Accounts Receivable, Cash Management
Education
Strayer University 2009 — 2013
Masters Degree, Accounting
Elizabeth City State University 2001 — 2005
Bachelor of Science (B.S.), Banking and Finance
Federal Reserve Information Technology March 2013 - Present
SunTrust Mortgage February 2008 - March 2013
Wachovia Securities September 2007 - February 2008
Systems Integration Group December 2005 - November 2006
Owens & Minor 2006 - 2006
Trader Publishing Company May 2004 - December 2005
Skills
Accounting, Finance, Banking, Account Reconciliation, General Ledger, Systems Improvement, Process Improvement, Operational Enhancements, SOX Compliancy, FFIEC, FASB, Cash Operations, Mortgage Servicing, REO, Financial Reporting, Risk Management, Regulatory Guidelines, SQL, Query Writing, Loss Mitigation, Mortgage Lending, Accounts Payable, Loans, Mortgage Banking, Access, Analysis, Accounts Receivable, Cash Management
Education
Strayer University 2009 — 2013
Masters Degree, Accounting
Elizabeth City State University 2001 — 2005
Bachelor of Science (B.S.), Banking and Finance
Brian Gall Brian Gall's Wachovia Securities Experience April 2009 - September 2009
Job Web Developer at Conigent
Industry Computer Software
Experience
Conigent December 2013 - Present
Bgallz.org December 2008 - Present
Professional Receivables Network October 2012 - December 2013
WineWorks October 2010 - October 2012
Creative Video April 2011 - September 2011
Creative Video June 2010 - September 2010
Famous Footwear March 2010 - September 2010
Wachovia Securities April 2009 - September 2009
Skills
Customer Service, Microsoft Office, MySQL, PHP, phpBB, phpMyAdmin, HTML + CSS, Web Development, SEO, Photoshop, Dreamweaver, Joomla, Wordpress, Drupal, Graphic Design, HTML, WordPress, jQuery, JavaScript, AJAX, Web Design, CSS
Education
Drexel University 2012 — 2016
Bachelor of Science (B.S.), Computer Technology/Computer Systems Technology, GPA: 3.7
Burlington County College 2009 — 2012
Bachelors, Computer Information Systems
Cherokee High School 2005 — 2009
High School Diploma
Conigent December 2013 - Present
Bgallz.org December 2008 - Present
Professional Receivables Network October 2012 - December 2013
WineWorks October 2010 - October 2012
Creative Video April 2011 - September 2011
Creative Video June 2010 - September 2010
Famous Footwear March 2010 - September 2010
Wachovia Securities April 2009 - September 2009
Skills
Customer Service, Microsoft Office, MySQL, PHP, phpBB, phpMyAdmin, HTML + CSS, Web Development, SEO, Photoshop, Dreamweaver, Joomla, Wordpress, Drupal, Graphic Design, HTML, WordPress, jQuery, JavaScript, AJAX, Web Design, CSS
Education
Drexel University 2012 — 2016
Bachelor of Science (B.S.), Computer Technology/Computer Systems Technology, GPA: 3.7
Burlington County College 2009 — 2012
Bachelors, Computer Information Systems
Cherokee High School 2005 — 2009
High School Diploma
Teri Povinelli's Wachovia Securities Experience January 2001 - June 2011
Job Technology Relationship Manager Salesforce.com
Industry Financial Services
Experience
Wells Fargo September 2013 - Present
Wells Fargo August 2009 - Present
Wachovia Securities January 2001 - June 2011
Sarata Corporation July 2000 - December 2000
First Union Capital Markets August 1999 - June 2000
Skills
HTML, JavaScript, Adobe Acrobat, MS Project, Strategic Planning, Social Media Marketing, SharePoint, Strategy, Leadership, Management, Team Leadership, Project Management, Analysis, SDLC, Business Analysis, Business Process..., Relationship Management, Business Requirements, Content Strategy, Dreamweaver, Training, Governance, Project Planning, Marketing, Start-ups, Vendor Management, Enterprise Software, Financial Services, Risk Management, Salesforce.com, Process Improvement, CRM, Banking, Customer Service, Program Management, Business Intelligence, IT Strategy, Cross-functional Team..., Social Media
Education
Edinboro University of Pennsylvania 1990 — 1994
Education, Mathematics
Wells Fargo September 2013 - Present
Wells Fargo August 2009 - Present
Wachovia Securities January 2001 - June 2011
Sarata Corporation July 2000 - December 2000
First Union Capital Markets August 1999 - June 2000
Skills
HTML, JavaScript, Adobe Acrobat, MS Project, Strategic Planning, Social Media Marketing, SharePoint, Strategy, Leadership, Management, Team Leadership, Project Management, Analysis, SDLC, Business Analysis, Business Process..., Relationship Management, Business Requirements, Content Strategy, Dreamweaver, Training, Governance, Project Planning, Marketing, Start-ups, Vendor Management, Enterprise Software, Financial Services, Risk Management, Salesforce.com, Process Improvement, CRM, Banking, Customer Service, Program Management, Business Intelligence, IT Strategy, Cross-functional Team..., Social Media
Education
Edinboro University of Pennsylvania 1990 — 1994
Education, Mathematics
Mandi Shattuck Mandi Shattuck's Wachovia Securities Experience January 2000 - January 2001
Job Executive Administrative Assistant at GE Lighting
Industry Executive Office
Experience
GE Lighting July 2003 - Present
Wachovia Securities January 2000 - January 2001
Skills
Management, Sales, Finance, Forecasting, Invoicing, Pricing, Leadership, Manufacturing, Product Development, Key Account Management, Contract Negotiation
Education
East Carolina University
Bachelors, Business Administration
Western Carolina University
Western Carolina University
GE Lighting July 2003 - Present
Wachovia Securities January 2000 - January 2001
Skills
Management, Sales, Finance, Forecasting, Invoicing, Pricing, Leadership, Manufacturing, Product Development, Key Account Management, Contract Negotiation
Education
East Carolina University
Bachelors, Business Administration
Western Carolina University
Western Carolina University
Steven Zaychik Steven Zaychik's Wachovia Securities Experience June 2004 - July 2006
Job Corporate Development at Atlanticus
Industry Financial Services
Experience
MedAssets January 2009 - December 2011
MedAssets July 2006 - January 2009
Wachovia Securities June 2004 - July 2006
Skills
Mergers, Business Strategy, Strategic Partnerships, Financial Modeling, Financial Analysis, Due Diligence, Excel, Pricing, Forecasting, Microsoft Excel, Strategy, Acquisition Integration, Mergers & Acquisitions, Valuation, Corporate Finance, Corporate Development, Business Process..., Investment Banking
Education
Emory University - Goizueta Business School 2000 — 2004
BBA, Finance and Accounting
MedAssets January 2009 - December 2011
MedAssets July 2006 - January 2009
Wachovia Securities June 2004 - July 2006
Skills
Mergers, Business Strategy, Strategic Partnerships, Financial Modeling, Financial Analysis, Due Diligence, Excel, Pricing, Forecasting, Microsoft Excel, Strategy, Acquisition Integration, Mergers & Acquisitions, Valuation, Corporate Finance, Corporate Development, Business Process..., Investment Banking
Education
Emory University - Goizueta Business School 2000 — 2004
BBA, Finance and Accounting
Kerry Qiu Kerry Qiu's Wachovia Securities Experience 2006 - 2008
Job Vice President, Strategy at LPL Financial
Industry Financial Services
Experience
LPL Financial 2012 - Present
Warburg Pincus February 2012 - April 2012
Wells Fargo Advisors 2008 - 2011
Wachovia Securities 2006 - 2008
Synovus 2003 - 2003
Education
Cambridge University
Master of Business Administration (MBA), Business Administration and Management, First Class Honours
Duke University
Bachelor of Science (BS) in Economics, Bachelor of Arts (BA) in Public Policy; Certificate in Film
LPL Financial 2012 - Present
Warburg Pincus February 2012 - April 2012
Wells Fargo Advisors 2008 - 2011
Wachovia Securities 2006 - 2008
Synovus 2003 - 2003
Education
Cambridge University
Master of Business Administration (MBA), Business Administration and Management, First Class Honours
Duke University
Bachelor of Science (BS) in Economics, Bachelor of Arts (BA) in Public Policy; Certificate in Film
Ben Beaumont Ben Beaumont's Wachovia Securities Experience December 2008 - May 2009
Job Subject Matter Expert at Connextions
Industry Computer Networking
Experience
Uber January 2015 - Present
BenBeaumont3@Gmail.com November 2011 - July 2013
Wachovia Securities December 2008 - May 2009
Wachovia October 2007 - August 2008
Skills
Technical Support, Active Directory, Windows Server, DNS, Virtualization, Windows 7, XP, Firewalls, Troubleshooting, Network Administration, VMware, TCP/IP, Windows XP, Microsoft Exchange, Help Desk Support, Computer Hardware, Customer Service, Microsoft Office, Leadership, Microsoft Excel, Microsoft Word, Networking
Education
Eastern Florida State College 2015 — 2016
Associate’s Degree, Chemical Engineering
Eastern Florida State College 2013 — 2015
Associate’s Degree, General Studies
Central Piedmint Community College 2007 — 2010
Associates, Networking
Uber January 2015 - Present
BenBeaumont3@Gmail.com November 2011 - July 2013
Wachovia Securities December 2008 - May 2009
Wachovia October 2007 - August 2008
Skills
Technical Support, Active Directory, Windows Server, DNS, Virtualization, Windows 7, XP, Firewalls, Troubleshooting, Network Administration, VMware, TCP/IP, Windows XP, Microsoft Exchange, Help Desk Support, Computer Hardware, Customer Service, Microsoft Office, Leadership, Microsoft Excel, Microsoft Word, Networking
Education
Eastern Florida State College 2015 — 2016
Associate’s Degree, Chemical Engineering
Eastern Florida State College 2013 — 2015
Associate’s Degree, General Studies
Central Piedmint Community College 2007 — 2010
Associates, Networking
Emily Rose Sheffield Emily Rose Sheffield's Wachovia Securities Experience 2006 - 2009
Job Registered Client Service Associate at Bragg Financial Advisors
Industry Financial Services
Experience
Bragg Financial Advisors September 2015 - Present
TillotsonKenefick Private Wealth Management of Wells Fargo Advisors, LLC October 2006 - August 2015
Wachovia Securities 2006 - 2009
Skills
Retirement Planning, Asset Allocation, Investments, Wealth Management, 401k Rollovers, Mutual Funds, Equities, Securities, Client Relations, Client Associate, Organization Skills, Supportive Services, Multi-Tasking, Volunteering, Communicator, Microsoft Office, Alternative Investments, Customer Service, Series 63, Portfolio Management
Education
East Carolina University 2002 — 2006
Bachelor of Science (BS)
Bragg Financial Advisors September 2015 - Present
TillotsonKenefick Private Wealth Management of Wells Fargo Advisors, LLC October 2006 - August 2015
Wachovia Securities 2006 - 2009
Skills
Retirement Planning, Asset Allocation, Investments, Wealth Management, 401k Rollovers, Mutual Funds, Equities, Securities, Client Relations, Client Associate, Organization Skills, Supportive Services, Multi-Tasking, Volunteering, Communicator, Microsoft Office, Alternative Investments, Customer Service, Series 63, Portfolio Management
Education
East Carolina University 2002 — 2006
Bachelor of Science (BS)
Scott Pearl Scott Pearl's Wachovia Securities Experience 2001 - 2005
Job Vice President Capital Markets Credit Risk Technology
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch October 2014 - Present
TEKsystems June 2014 - October 2014
Signature Consultants November 2013 - June 2014
Wells Fargo May 2013 - November 2013
Wells Fargo May 2012 - April 2013
Wells Fargo Bank September 2010 - May 2012
Wachovia, A Wells Fargo Company May 2009 - September 2010
Wachovia Corp. January 2007 - May 2009
Wachovia Bank January 2005 - January 2007
Wachovia Securities 2001 - 2005
Skills
Large Group Facilitation, Program Facilitation, Project Facilitation, Process Improvement, Program Management, Process Engineering, Strategic Planning, Imaging Systems, Mergers, Compliance, IT Management, Team Building, Change Management, Customer Relations, Vendor Management, Team Leadership, Cross-functional Team..., Business Analysis, Project Management, Banking, Leadership, Agile Methodologies, Visio, Disaster Recovery, Management, Mergers & Acquisitions, Quality Assurance, Software Documentation, Project Planning, Analysis, ITIL, Data Center, Enterprise Software, Start-ups, ERP, Servers, Skilled Relationship..., Cross Functional..., Budgets, Consulting, Project Portfolio..., Financial Services, Risk Management, IT Strategy, Information Technology, PMO, Software Project..., Infrastructure, Agile Project Management, Project Delivery
Education
Rowan University 1978 — 1982
BA, Communications
Drew University
Post-graduate coursework
Bank of America Merrill Lynch October 2014 - Present
TEKsystems June 2014 - October 2014
Signature Consultants November 2013 - June 2014
Wells Fargo May 2013 - November 2013
Wells Fargo May 2012 - April 2013
Wells Fargo Bank September 2010 - May 2012
Wachovia, A Wells Fargo Company May 2009 - September 2010
Wachovia Corp. January 2007 - May 2009
Wachovia Bank January 2005 - January 2007
Wachovia Securities 2001 - 2005
Skills
Large Group Facilitation, Program Facilitation, Project Facilitation, Process Improvement, Program Management, Process Engineering, Strategic Planning, Imaging Systems, Mergers, Compliance, IT Management, Team Building, Change Management, Customer Relations, Vendor Management, Team Leadership, Cross-functional Team..., Business Analysis, Project Management, Banking, Leadership, Agile Methodologies, Visio, Disaster Recovery, Management, Mergers & Acquisitions, Quality Assurance, Software Documentation, Project Planning, Analysis, ITIL, Data Center, Enterprise Software, Start-ups, ERP, Servers, Skilled Relationship..., Cross Functional..., Budgets, Consulting, Project Portfolio..., Financial Services, Risk Management, IT Strategy, Information Technology, PMO, Software Project..., Infrastructure, Agile Project Management, Project Delivery
Education
Rowan University 1978 — 1982
BA, Communications
Drew University
Post-graduate coursework
Jay Didier Jay Didier's Wachovia Securities Experience April 2007 - July 2009
Job Managing Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities February 2015 - Present
Wells Fargo Securities January 2011 - February 2015
Wells Fargo Securities July 2009 - July 2011
Wachovia Securities April 2007 - July 2009
Merrill Lynch August 2005 - March 2007
Merrill Lynch September 2003 - August 2005
Skills
Due Diligence, Alternative Investments, Fixed Income, Leveraged Finance, High Yield, Investment Banking, Loan Origination, Valuation, Hedge Funds, Capital Markets, Financial Structuring, Business Strategy, LBO, Financial Modeling, Private Equity
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA, Finance
Duke University 1999 — 2001
MEM, Resource Economics and Policy
Washington and Lee University 1992 — 1996
BS, Natural Science and Math
Wells Fargo Securities February 2015 - Present
Wells Fargo Securities January 2011 - February 2015
Wells Fargo Securities July 2009 - July 2011
Wachovia Securities April 2007 - July 2009
Merrill Lynch August 2005 - March 2007
Merrill Lynch September 2003 - August 2005
Skills
Due Diligence, Alternative Investments, Fixed Income, Leveraged Finance, High Yield, Investment Banking, Loan Origination, Valuation, Hedge Funds, Capital Markets, Financial Structuring, Business Strategy, LBO, Financial Modeling, Private Equity
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA, Finance
Duke University 1999 — 2001
MEM, Resource Economics and Policy
Washington and Lee University 1992 — 1996
BS, Natural Science and Math
Tom Harper Tom Harper's Wachovia Securities Experience 2004 - January 2010
Job Division Manager
Industry Banking
Experience
Wells Fargo 2010 - Present
Wells Fargo Bank August 2009 - Present
Wachovia Securities 2004 - January 2010
Wachovia 1998 - 2004
CoreStates June 1986 - 1998
Reliance Insurance September 1984 - June 1986
Skills
Financial Analysis, Portfolio Management, Corporate Finance, Due Diligence, Risk Management, Strategy, Credit, Financial Risk, Strategic Planning, Analysis, Business Development, Banking, Finance, Financial Services, Management, Executive Management, Investment Banking, Loans, Managerial Finance, Equities, Budgets
Education
Drexel University 1986 — 1990
MBA
La Salle University 1980 — 1984
B.S. Finance
La Salle University - School of Business Administration 1980 — 1984
BS
Wells Fargo 2010 - Present
Wells Fargo Bank August 2009 - Present
Wachovia Securities 2004 - January 2010
Wachovia 1998 - 2004
CoreStates June 1986 - 1998
Reliance Insurance September 1984 - June 1986
Skills
Financial Analysis, Portfolio Management, Corporate Finance, Due Diligence, Risk Management, Strategy, Credit, Financial Risk, Strategic Planning, Analysis, Business Development, Banking, Finance, Financial Services, Management, Executive Management, Investment Banking, Loans, Managerial Finance, Equities, Budgets
Education
Drexel University 1986 — 1990
MBA
La Salle University 1980 — 1984
B.S. Finance
La Salle University - School of Business Administration 1980 — 1984
BS
Dustin Willard Dustin Willard's Wachovia Securities Experience June 2006 - June 2008
Job Vice President, Secondary Group at HarbourVest Partners
Industry Venture Capital & Private Equity
Experience
HarbourVest Partners 2013 - Present
HarbourVest Partners July 2008 - July 2011
Wachovia Securities June 2006 - June 2008
Citigroup Corporate Investment Banking May 2005 - August 2005
Skills
Investments, Valuation, Due Diligence, Mergers, Private Equity, Corporate Finance, Financial Modeling, Structuring, Alternative Investments, Leveraged Finance, Emerging Markets, Investment Banking, Venture Capital, M&A experience, Hedge Funds
Education
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2013
MBA
Duke University 2002 — 2006
Bachelor of Science, Economics and Political Science
HarbourVest Partners 2013 - Present
HarbourVest Partners July 2008 - July 2011
Wachovia Securities June 2006 - June 2008
Citigroup Corporate Investment Banking May 2005 - August 2005
Skills
Investments, Valuation, Due Diligence, Mergers, Private Equity, Corporate Finance, Financial Modeling, Structuring, Alternative Investments, Leveraged Finance, Emerging Markets, Investment Banking, Venture Capital, M&A experience, Hedge Funds
Education
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2013
MBA
Duke University 2002 — 2006
Bachelor of Science, Economics and Political Science
Kendra Neary Kendra Neary's Wachovia Securities Experience 2008 - May 2009
Job Global Alliance Lead for Capital Markets at Accenture
Industry Financial Services
Experience
Accenture April 2005 - Present
Accenture 2014 - 2014
Wells Fargo Advisors, LLC 2009 - July 2012
Wachovia Securities 2008 - May 2009
Wachovia Bank 2005 - 2005
Skills
Management Consulting, Business Analysis, Program Management, PMO, SDLC, Change Management, Project Management, Requirements Analysis, Business Process..., Process Improvement, Banking, Risk Management, Business Transformation, Management, Leadership, PMP
Education
Elon University - Martha and Spencer Love School of Business 2000 — 2004
Business Administration
Elon University
Bachelor of Science (B.S.)
Accenture April 2005 - Present
Accenture 2014 - 2014
Wells Fargo Advisors, LLC 2009 - July 2012
Wachovia Securities 2008 - May 2009
Wachovia Bank 2005 - 2005
Skills
Management Consulting, Business Analysis, Program Management, PMO, SDLC, Change Management, Project Management, Requirements Analysis, Business Process..., Process Improvement, Banking, Risk Management, Business Transformation, Management, Leadership, PMP
Education
Elon University - Martha and Spencer Love School of Business 2000 — 2004
Business Administration
Elon University
Bachelor of Science (B.S.)
Chris DeBeer's Wachovia Securities Experience May 2001 - February 2002
Job Principal at Deloitte
Industry Management Consulting
Experience
Deloitte August 2014 - Present
Deloitte Consulting March 2010 - August 2014
Percentix, Inc. October 2006 - March 2010
Hyperion Solutions January 2005 - October 2006
OpIntel, Inc. May 2004 - December 2004
Colfax Corporation February 2002 - May 2004
Wachovia Securities May 2001 - February 2002
General Mills June 1998 - August 1999
United States Navy December 1992 - August 1996
Skills
Hyperion Planning, Certified Project..., Business Intelligence, New Business Development, Account Management, Financial Planning, Financial Management, Team Leadership, Change Leadership, Master Data Management, Managerial Finance, Strategic Financial..., Change Management, Cross-functional Team..., Business Process..., Forecasting, Business Transformation, Financial Analysis, Program Management, Mergers & Acquisitions, Project Management, Strategy, Healthcare, Essbase, Business Strategy, Team Management, EPM, Analysis, Management Consulting, Hyperion Enterprise, Consolidation, Strategic Planning, HFM, Finance, Integration, CRM, ERP, Financial Modeling, ETL, Risk Management, Process Improvement, Acquisition Integration, Analytics, Consulting, Leadership, Business Development, Management, Business Process, Business Analysis, Due Diligence
Education
University of Virginia - Darden Graduate School of Business Administration 1999 — 2001
MBA, Finance and Financial Management Services
University of Virginia 1996 — 1998
BA - With Distinction, Economics
Drake University 1990 — 1992
Political Science / Business
Deloitte August 2014 - Present
Deloitte Consulting March 2010 - August 2014
Percentix, Inc. October 2006 - March 2010
Hyperion Solutions January 2005 - October 2006
OpIntel, Inc. May 2004 - December 2004
Colfax Corporation February 2002 - May 2004
Wachovia Securities May 2001 - February 2002
General Mills June 1998 - August 1999
United States Navy December 1992 - August 1996
Skills
Hyperion Planning, Certified Project..., Business Intelligence, New Business Development, Account Management, Financial Planning, Financial Management, Team Leadership, Change Leadership, Master Data Management, Managerial Finance, Strategic Financial..., Change Management, Cross-functional Team..., Business Process..., Forecasting, Business Transformation, Financial Analysis, Program Management, Mergers & Acquisitions, Project Management, Strategy, Healthcare, Essbase, Business Strategy, Team Management, EPM, Analysis, Management Consulting, Hyperion Enterprise, Consolidation, Strategic Planning, HFM, Finance, Integration, CRM, ERP, Financial Modeling, ETL, Risk Management, Process Improvement, Acquisition Integration, Analytics, Consulting, Leadership, Business Development, Management, Business Process, Business Analysis, Due Diligence
Education
University of Virginia - Darden Graduate School of Business Administration 1999 — 2001
MBA, Finance and Financial Management Services
University of Virginia 1996 — 1998
BA - With Distinction, Economics
Drake University 1990 — 1992
Political Science / Business
George Jennison's Wachovia Securities Experience 1990 - 2012
Job President at Oyster Consulting
Industry Management Consulting
Experience
Oyster Consulting, LLC 2013 - Present
Wachovia Securities 1990 - 2012
Lehman Brothers 1987 - 1990
The Robinson-Humphrey Co. 1984 - 1987
Education
Duke University 1976 — 1980
B.A., Economics & Business
University of Virginia - Darden Graduate School of Business Administration 1994 — 1994
The Executive Program
Oyster Consulting, LLC 2013 - Present
Wachovia Securities 1990 - 2012
Lehman Brothers 1987 - 1990
The Robinson-Humphrey Co. 1984 - 1987
Education
Duke University 1976 — 1980
B.A., Economics & Business
University of Virginia - Darden Graduate School of Business Administration 1994 — 1994
The Executive Program
Dewey Tran Dewey Tran's Wachovia Securities Experience August 2005 - January 2007
Job Senior Director at MaxPoint
Industry Internet
Experience
MaxPoint October 2014 - Present
MaxPoint April 2010 - Present
H.S. Enterprise Group Inc. aka Cafecinno's January 2013 - Present
Bank of America January 2009 - April 2009
Bank of America January 2007 - December 2008
Wachovia Securities August 2005 - January 2007
Bank of America June 2004 - August 2004
Bandwidth.com March 2001 - June 2003
Bandwidth.com August 1999 - February 2001
JET Programme, Japan June 1997 - July 1999
Skills
Capital Markets, Financial Modeling, Valuation, Investment Banking, Pitch Books, Data Analysis, Analytics, Online Advertising, RTB, Demand Side Platform, Ad Exchanges, Digital Strategy, Display Advertising, Digital Marketing, Digital Media, Ad Serving, Video Advertising, Mobile Advertising, Media Buying, Web Analytics, Online Media Management, Marketing Strategy, Ad Networks, Rich Media, Optimization, Financial Analysis, Mergers & Acquisitions, Leveraged Finance, Microsoft Excel, SQL, Derivatives
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
Master of Business Administration (M.B.A.), Finance, General
Davidson College 1993 — 1997
Bachelor of Science (B.S.), Biology, General
MaxPoint October 2014 - Present
MaxPoint April 2010 - Present
H.S. Enterprise Group Inc. aka Cafecinno's January 2013 - Present
Bank of America January 2009 - April 2009
Bank of America January 2007 - December 2008
Wachovia Securities August 2005 - January 2007
Bank of America June 2004 - August 2004
Bandwidth.com March 2001 - June 2003
Bandwidth.com August 1999 - February 2001
JET Programme, Japan June 1997 - July 1999
Skills
Capital Markets, Financial Modeling, Valuation, Investment Banking, Pitch Books, Data Analysis, Analytics, Online Advertising, RTB, Demand Side Platform, Ad Exchanges, Digital Strategy, Display Advertising, Digital Marketing, Digital Media, Ad Serving, Video Advertising, Mobile Advertising, Media Buying, Web Analytics, Online Media Management, Marketing Strategy, Ad Networks, Rich Media, Optimization, Financial Analysis, Mergers & Acquisitions, Leveraged Finance, Microsoft Excel, SQL, Derivatives
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
Master of Business Administration (M.B.A.), Finance, General
Davidson College 1993 — 1997
Bachelor of Science (B.S.), Biology, General
Aaron Kneas Aaron Kneas's Wachovia Securities Experience December 1999 - January 2002
Job Experienced healthcare investment banker and HNW wealth advisor
Industry Investment Banking
Experience
New Century Capital Partners January 2014 - Present
Arete Wealth Advisors January 2010 - Present
Creative Health Capital January 2002 - December 2013
Wachovia Securities December 1999 - January 2002
Bank of Montreal August 1997 - December 1999
Skills
Due Diligence, Private Equity, Financial Modeling, Mergers, Valuation, Capital Structure, Debt & Equity Capital..., Healthcare Banking, Wealth Management..., Mergers & Acquisitions, Capital Markets, Financial Structuring, Venture Capital, Private Placements, Corporate Finance, Corporate Development, Capital, Investment Banking
Education
DePauw University 1993 — 1997
BA, Economics
New Century Capital Partners January 2014 - Present
Arete Wealth Advisors January 2010 - Present
Creative Health Capital January 2002 - December 2013
Wachovia Securities December 1999 - January 2002
Bank of Montreal August 1997 - December 1999
Skills
Due Diligence, Private Equity, Financial Modeling, Mergers, Valuation, Capital Structure, Debt & Equity Capital..., Healthcare Banking, Wealth Management..., Mergers & Acquisitions, Capital Markets, Financial Structuring, Venture Capital, Private Placements, Corporate Finance, Corporate Development, Capital, Investment Banking
Education
DePauw University 1993 — 1997
BA, Economics
Matt Stoeckle Matt Stoeckle's Wachovia Securities Experience June 2005 - June 2008
Job Tactical Opportunities Liberty Mutual Investments
Industry Financial Services
Experience
Liberty Mutual Investments - Tactical Opportunities September 2013 - Present
Avante Mezzanine Partners September 2012 - September 2013
Enlightenment Capital February 2012 - May 2012
Liberty Mutual Group Asset Management Inc. May 2011 - August 2011
Wells Fargo Securities (formerly Wachovia Securities) June 2008 - June 2010
Wachovia Securities June 2005 - June 2008
America's Growth Capital May 2004 - August 2004
Skills
Valuation, Financial Modeling, Financial Analysis, Due Diligence, PowerPoint, Private Equity, Credit Analysis, Investments, Excel, Mergers, Equities, Finance, Management, Investment Banking, Mergers, Strategy
Education
Georgetown University - The McDonough School of Business 2010 — 2012
MBA, Finance, General
Elon University 2001 — 2005
BS and BA, Business Administration - Finance and Economics
Belmont Hill School 1995 — 2001
Liberty Mutual Investments - Tactical Opportunities September 2013 - Present
Avante Mezzanine Partners September 2012 - September 2013
Enlightenment Capital February 2012 - May 2012
Liberty Mutual Group Asset Management Inc. May 2011 - August 2011
Wells Fargo Securities (formerly Wachovia Securities) June 2008 - June 2010
Wachovia Securities June 2005 - June 2008
America's Growth Capital May 2004 - August 2004
Skills
Valuation, Financial Modeling, Financial Analysis, Due Diligence, PowerPoint, Private Equity, Credit Analysis, Investments, Excel, Mergers, Equities, Finance, Management, Investment Banking, Mergers, Strategy
Education
Georgetown University - The McDonough School of Business 2010 — 2012
MBA, Finance, General
Elon University 2001 — 2005
BS and BA, Business Administration - Finance and Economics
Belmont Hill School 1995 — 2001
David Grady David Grady's Wachovia Securities Experience 1996 - 2004
Job Managing Director
Industry Telecommunications
Experience
Selwyn Advisors January 2015 - Present
Dialogic May 2012 - December 2014
EarthLink April 2011 - April 2012
One Communications October 2008 - April 2011
Access Northeast May 2008 - October 2008
BIA Capital January 2006 - May 2008
GameCard Enterprises March 2004 - December 2005
Wachovia Securities 1996 - 2004
Skills
Capital Markets, Restructuring, Mergers & Acquisitions, Private Equity, Venture Capital, Corporate Development, Crisis Management, Corporate Finance, Business Strategy, Executive Management, Strategic Planning, Financial Analysis, Due Diligence, Strategy, Financial Modeling, Business Development, Start-ups, Strategic Partnerships, Mergers, Contract Negotiation, Software, Valuation, Investor Relations, Telecommunications, Steel, Forecasting, Turnaround Experience
Education
Duke University - The Fuqua School of Business 1994 — 1996
MBA
University of Virginia 1983 — 1987
BA
Selwyn Advisors January 2015 - Present
Dialogic May 2012 - December 2014
EarthLink April 2011 - April 2012
One Communications October 2008 - April 2011
Access Northeast May 2008 - October 2008
BIA Capital January 2006 - May 2008
GameCard Enterprises March 2004 - December 2005
Wachovia Securities 1996 - 2004
Skills
Capital Markets, Restructuring, Mergers & Acquisitions, Private Equity, Venture Capital, Corporate Development, Crisis Management, Corporate Finance, Business Strategy, Executive Management, Strategic Planning, Financial Analysis, Due Diligence, Strategy, Financial Modeling, Business Development, Start-ups, Strategic Partnerships, Mergers, Contract Negotiation, Software, Valuation, Investor Relations, Telecommunications, Steel, Forecasting, Turnaround Experience
Education
Duke University - The Fuqua School of Business 1994 — 1996
MBA
University of Virginia 1983 — 1987
BA
Bahniman Hazarika Bahniman Hazarika's Wachovia Securities Experience 2008 - 2009
Job Director, Investments at Gray Ghost Ventures
Industry Venture Capital & Private Equity
Experience
Gray Ghost Ventures June 2010 - Present
Viscogliosi & Co. May 2009 - June 2010
Wachovia Securities 2008 - 2009
Ernst & Young July 2003 - July 2007
National Students' Union of India August 2000 - May 2003
Skills
Venture Capital, Private Equity, Investments, Emerging Markets, Due Diligence, Financial Modeling, Valuation, Corporate Finance, Investment Banking, Financial Analysis, Corporate Development, Mergers & Acquisitions, Mergers, Banking, Finance, Strategy, Capital Markets, Portfolio Management, Restructuring, Financial Services, Business Valuation, Asset Management, Financial Structuring
Education
Emory University - Goizueta Business School 2007 — 2009
Masters, Business Administration - Finance & Accounting
Shri Ram College of Commerce
B.Com (Honors), Accounting
Institute of Internal Auditors
Certified Internal Auditor, Accounting
The Scindia School
High School, Commerce & Accounting
Westminster School
Queen's Scholar, High School
Gray Ghost Ventures June 2010 - Present
Viscogliosi & Co. May 2009 - June 2010
Wachovia Securities 2008 - 2009
Ernst & Young July 2003 - July 2007
National Students' Union of India August 2000 - May 2003
Skills
Venture Capital, Private Equity, Investments, Emerging Markets, Due Diligence, Financial Modeling, Valuation, Corporate Finance, Investment Banking, Financial Analysis, Corporate Development, Mergers & Acquisitions, Mergers, Banking, Finance, Strategy, Capital Markets, Portfolio Management, Restructuring, Financial Services, Business Valuation, Asset Management, Financial Structuring
Education
Emory University - Goizueta Business School 2007 — 2009
Masters, Business Administration - Finance & Accounting
Shri Ram College of Commerce
B.Com (Honors), Accounting
Institute of Internal Auditors
Certified Internal Auditor, Accounting
The Scindia School
High School, Commerce & Accounting
Westminster School
Queen's Scholar, High School
Sarah Hiller Sarah Hiller's Wachovia Securities Experience June 2006 - December 2006
Job Evaluation Manager at San Diego State University
Industry International Affairs
Experience
San Diego State University Research Foundation June 2011 - Present
Camp To Belong March 2015 - April 2015
University of California, San Diego, Division of Global Public Health September 2009 - June 2012
Department of Family and Preventive Medicine, University of California San Diego September 2007 - March 2010
The Baja Project April 2009 - April 2009
IR/PS Career Services January 2009 - April 2009
Mexican Institute of Family and Population Research (IMIFAP) June 2008 - September 2008
Wachovia Securities June 2006 - December 2006
Dickinson College, Community Studies Center September 2003 - December 2005
Migrant Head Start and Rural Opportunities, Inc. September 2003 - December 2005
Skills
Qualitative Research, International..., Program Evaluation, Data Analysis, Stata, Grant Writing, International Relations, Proposal Writing, Spanish, Research, Program Management, SPSS, Program Development, Epidemiology, Economic Development, Policy Analysis, PowerPoint, Excel, Word, Microsoft Office, Statistics, Economics, Quantitative Research, English, SAS, Program Design, Global Health, Grants, Public Health, Training, NVivo, Atlas.ti, Epi Info, Survey Design, Child Development, Mixed methods, Pediatric HIV, Psychometrics
Education
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS) 2007 — 2009
Master of Arts (M.A.), Pacific International Affairs
San Diego State University-California State University 2010 — 2012
Doctoral level coursework, Public Health, Global Health, Monitoring and Evaluation
Dickinson College 2002 — 2006
BA, International Relations
San Diego State University Research Foundation June 2011 - Present
Camp To Belong March 2015 - April 2015
University of California, San Diego, Division of Global Public Health September 2009 - June 2012
Department of Family and Preventive Medicine, University of California San Diego September 2007 - March 2010
The Baja Project April 2009 - April 2009
IR/PS Career Services January 2009 - April 2009
Mexican Institute of Family and Population Research (IMIFAP) June 2008 - September 2008
Wachovia Securities June 2006 - December 2006
Dickinson College, Community Studies Center September 2003 - December 2005
Migrant Head Start and Rural Opportunities, Inc. September 2003 - December 2005
Skills
Qualitative Research, International..., Program Evaluation, Data Analysis, Stata, Grant Writing, International Relations, Proposal Writing, Spanish, Research, Program Management, SPSS, Program Development, Epidemiology, Economic Development, Policy Analysis, PowerPoint, Excel, Word, Microsoft Office, Statistics, Economics, Quantitative Research, English, SAS, Program Design, Global Health, Grants, Public Health, Training, NVivo, Atlas.ti, Epi Info, Survey Design, Child Development, Mixed methods, Pediatric HIV, Psychometrics
Education
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS) 2007 — 2009
Master of Arts (M.A.), Pacific International Affairs
San Diego State University-California State University 2010 — 2012
Doctoral level coursework, Public Health, Global Health, Monitoring and Evaluation
Dickinson College 2002 — 2006
BA, International Relations
Nicole Olivas Jenkins Nicole Olivas Jenkins's Wachovia Securities Experience 2007 - 2008
Job Consultant at The Story Sails Group
Industry Entertainment
Experience
The Story Sails Group 2013 - Present
BET Networks 2008 - 2013
L. Plummer Media July 2012 - December 2012
BET Networks December 2008 - June 2009
Wachovia Securities 2007 - 2008
UBS AG 2006 - 2007
Skills
Bilingual-English/Spanis..., Adobe, Microsoft Office, FileMaker, Certified Project..., The Bridge - BET..., Social Media, Social Media Strategist, Transmedia Storytelling, Team Building, Film, Entertainment, Video Production, CRM, Social Media Marketing, Television, Entrepreneurship, Financial Services, Broadcast, Digital Media, Final Cut Pro, Microsoft Excel, New Media, Film Production, Project Management, Video, Reality, Management, Screenwriting
Education
Duke University
BA, Public Policy, Economics
The Story Sails Group 2013 - Present
BET Networks 2008 - 2013
L. Plummer Media July 2012 - December 2012
BET Networks December 2008 - June 2009
Wachovia Securities 2007 - 2008
UBS AG 2006 - 2007
Skills
Bilingual-English/Spanis..., Adobe, Microsoft Office, FileMaker, Certified Project..., The Bridge - BET..., Social Media, Social Media Strategist, Transmedia Storytelling, Team Building, Film, Entertainment, Video Production, CRM, Social Media Marketing, Television, Entrepreneurship, Financial Services, Broadcast, Digital Media, Final Cut Pro, Microsoft Excel, New Media, Film Production, Project Management, Video, Reality, Management, Screenwriting
Education
Duke University
BA, Public Policy, Economics
Kurt Schuler Kurt Schuler's Wachovia Securities Experience January 2001 - May 2006
Job Principal, Old Mission Investment Co LLC
Industry Investment Management
Experience
Old Mission Investment Co LLC May 2006 - Present
Wachovia Securities January 2001 - May 2006
Education
Denison University 1981 — 1985
Old Mission Investment Co LLC May 2006 - Present
Wachovia Securities January 2001 - May 2006
Education
Denison University 1981 — 1985
Mickey Thomas Mickey Thomas's Wachovia Securities Experience September 1990 - August 2001
Job Founder at Universitas Financial Services
Industry Financial Services
Experience
Universitas Financial Services October 2014 - Present
Principal Financial Group September 2014 - Present
TIAA-CREF February 2012 - April 2013
Wells Fargo Advisors February 2008 - June 2010
Smith Barney August 2001 - February 2008
WACHOVIA SECURITIES September 1990 - August 2001
YMCA OF GREATER August 1987 - September 1990
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Income Protection, Informal Business..., Key Person Insurance, Long-Term Care Insurance, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance, College Funding...
Education
University of Tennessee-Knoxville 1979 — 1981
MS, Interdisciplinary
Emory and Henry College 1975 — 1979
BA, Interdisciplinary
Universitas Financial Services October 2014 - Present
Principal Financial Group September 2014 - Present
TIAA-CREF February 2012 - April 2013
Wells Fargo Advisors February 2008 - June 2010
Smith Barney August 2001 - February 2008
WACHOVIA SECURITIES September 1990 - August 2001
YMCA OF GREATER August 1987 - September 1990
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Income Protection, Informal Business..., Key Person Insurance, Long-Term Care Insurance, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance, College Funding...
Education
University of Tennessee-Knoxville 1979 — 1981
MS, Interdisciplinary
Emory and Henry College 1975 — 1979
BA, Interdisciplinary
Eero Maki, CFA Eero Maki, CFA's Wachovia Securities Experience March 2005 - February 2008
Job Lender and Business Leader
Industry Banking
Experience
Wells Fargo Capital Finance March 2008 - Present
Wachovia Securities March 2005 - February 2008
Wachovia Securities October 2002 - March 2005
Skills
Securitization, Capital Markets, Credit, Portfolio Management, Banking, Finance, Financial Analysis, Loans, Underwriting, Credit Analysis, Commercial Banking, Loan Origination, Commercial Lending, Asset Based Lending, Financial Structuring, Treasury Management
Education
Emory University - Goizueta Business School 1992 — 1994
MBA
University of Florida 1984 — 1989
BS, Building Construction
Wells Fargo Capital Finance March 2008 - Present
Wachovia Securities March 2005 - February 2008
Wachovia Securities October 2002 - March 2005
Skills
Securitization, Capital Markets, Credit, Portfolio Management, Banking, Finance, Financial Analysis, Loans, Underwriting, Credit Analysis, Commercial Banking, Loan Origination, Commercial Lending, Asset Based Lending, Financial Structuring, Treasury Management
Education
Emory University - Goizueta Business School 1992 — 1994
MBA
University of Florida 1984 — 1989
BS, Building Construction
Kimberlee Sipe Kimberlee Sipe's Wachovia Securities Experience June 2006 - May 2009
Job Chartered Retirement Planning CounselorSM or CRPC®, Financial Advisor/Owner at InSight Investment Planning, Inc.
Industry Financial Services
Experience
InSight Investment Planning, Inc. April 2012 - Present
Capital Investment Group located at Capital Bank April 2009 - March 2012
Wachovia Securities June 2006 - May 2009
Principal Financial Group May 2005 - June 2006
Office Furniture Rental Alliance September 2003 - June 2006
Skills
Investments, Retirement Planning, Retirement, 401k, Small Business, Alternative Assets
Education
University of North Carolina at Chapel Hill 1992 — 1996
BS, History with Minor in Art History
East Carolina University 1996 — 2002
BA, Interior Design Degree with Business Minor
InSight Investment Planning, Inc. April 2012 - Present
Capital Investment Group located at Capital Bank April 2009 - March 2012
Wachovia Securities June 2006 - May 2009
Principal Financial Group May 2005 - June 2006
Office Furniture Rental Alliance September 2003 - June 2006
Skills
Investments, Retirement Planning, Retirement, 401k, Small Business, Alternative Assets
Education
University of North Carolina at Chapel Hill 1992 — 1996
BS, History with Minor in Art History
East Carolina University 1996 — 2002
BA, Interior Design Degree with Business Minor
Dave Gable's Wachovia Securities Experience August 2006 - June 2007
Job Head of Mobile at Litsy, Inc.
Industry Graphic Design
Experience
Litsy, Inc. July 2015 - Present
The Idea People March 2014 - July 2015
Granite Mobile Technology August 2012 - March 2014
Bank of America May 2012 - March 2014
Bank of America June 2010 - May 2012
Bank of America February 2008 - June 2010
ZeroChaos June 2007 - February 2008
Wachovia Securities August 2006 - June 2007
Wachovia Securities January 2002 - August 2006
Wachovia 2001 - 2002
Skills
Android Development, iOS development, Application Development, Mobile Applications, SQL, Agile, Database Design, Web Services, PHP, AJAX, Java, HTML, JavaScript, XML, Eclipse, Unix, Hibernate, Linux, Databases, MySQL, PL/SQL, Sybase, EJB, Perl, Apache, JSP, UML, Visio, C++, SOAP, Architecture, Agile Methodologies, Android, Software Development, Spring, Web Applications, Web Development, Tomcat, SOA, Scrum, Java Enterprise Edition, OOP, Architectures, SDLC, Enterprise Architecture, Websphere
Education
Villanova University 1989 — 1995
MS, Computer Science
Drexel University 1982 — 1987
BS, Computer Science
Litsy, Inc. July 2015 - Present
The Idea People March 2014 - July 2015
Granite Mobile Technology August 2012 - March 2014
Bank of America May 2012 - March 2014
Bank of America June 2010 - May 2012
Bank of America February 2008 - June 2010
ZeroChaos June 2007 - February 2008
Wachovia Securities August 2006 - June 2007
Wachovia Securities January 2002 - August 2006
Wachovia 2001 - 2002
Skills
Android Development, iOS development, Application Development, Mobile Applications, SQL, Agile, Database Design, Web Services, PHP, AJAX, Java, HTML, JavaScript, XML, Eclipse, Unix, Hibernate, Linux, Databases, MySQL, PL/SQL, Sybase, EJB, Perl, Apache, JSP, UML, Visio, C++, SOAP, Architecture, Agile Methodologies, Android, Software Development, Spring, Web Applications, Web Development, Tomcat, SOA, Scrum, Java Enterprise Edition, OOP, Architectures, SDLC, Enterprise Architecture, Websphere
Education
Villanova University 1989 — 1995
MS, Computer Science
Drexel University 1982 — 1987
BS, Computer Science
Brendan Krueger Brendan Krueger's Wachovia Securities Experience July 2007 - July 2009
Job Finance Manager
Industry Oil & Energy
Experience
Antero Resources March 2014 - Present
Robert W. Baird & Co. January 2014 - March 2014
Robert W. Baird & Co. August 2010 - December 2013
Wells Fargo Securities 2007 - October 2010
Wachovia Securities July 2007 - July 2009
Ritchie Capital Management May 2006 - August 2006
Buffalo Bills July 2005 - August 2005
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Financial Analysis, Capital Markets, Private Equity, Equities, Due Diligence, Investments, Mergers & Acquisitions, Bloomberg, Portfolio Management, Asset Management, Equity Research, Fixed Income, Derivatives, Finance, Venture Capital, M&A experience, Hedge Funds, Business Valuation
Education
University of Notre Dame 2004 — 2007
Bachelors, Finance
DePauw University 2003 — 2004
Antero Resources March 2014 - Present
Robert W. Baird & Co. January 2014 - March 2014
Robert W. Baird & Co. August 2010 - December 2013
Wells Fargo Securities 2007 - October 2010
Wachovia Securities July 2007 - July 2009
Ritchie Capital Management May 2006 - August 2006
Buffalo Bills July 2005 - August 2005
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Financial Analysis, Capital Markets, Private Equity, Equities, Due Diligence, Investments, Mergers & Acquisitions, Bloomberg, Portfolio Management, Asset Management, Equity Research, Fixed Income, Derivatives, Finance, Venture Capital, M&A experience, Hedge Funds, Business Valuation
Education
University of Notre Dame 2004 — 2007
Bachelors, Finance
DePauw University 2003 — 2004
William Griffin, CFA William Griffin, CFA's Wachovia Securities Experience March 2004 - September 2007
Job Financial & General Business Consultant
Industry Financial Services
Experience
Adpri Consulting October 2010 - Present
Sterne Agee Capital Markets September 2007 - October 2009
Wachovia Securities March 2004 - September 2007
Hilliard Lyons 1994 - 1995
Skills
Equity Research, Financial Analysis, Strategic Planning, Financial Modeling, Equities, Mergers, Bloomberg, Portfolio Management, Business Analysis, Financial Reporting, Banking, Investments, Series 7, Management Consulting, Finance, Analysis, Valuation, Management
Education
Wake Forest University - Babcock Graduate School of Management 2000 — 2002
Master of Business Administration (MBA), Concentrations in Corporate Finance, Financial Analysis, and Investment Banking
Embry-Riddle Aeronautical University 1988 — 1992
Bachelor of Science (BS), Aeronautical Science
Adpri Consulting October 2010 - Present
Sterne Agee Capital Markets September 2007 - October 2009
Wachovia Securities March 2004 - September 2007
Hilliard Lyons 1994 - 1995
Skills
Equity Research, Financial Analysis, Strategic Planning, Financial Modeling, Equities, Mergers, Bloomberg, Portfolio Management, Business Analysis, Financial Reporting, Banking, Investments, Series 7, Management Consulting, Finance, Analysis, Valuation, Management
Education
Wake Forest University - Babcock Graduate School of Management 2000 — 2002
Master of Business Administration (MBA), Concentrations in Corporate Finance, Financial Analysis, and Investment Banking
Embry-Riddle Aeronautical University 1988 — 1992
Bachelor of Science (BS), Aeronautical Science
Ade Galloway Ade Galloway's Wachovia Securities Experience October 2001 - July 2003
Job Airport Operations Counsel at Clear Channel Outdoor
Industry Legal Services
Experience
Clear Channel Outdoor January 2014 - Present
Buchanan Ingersoll & Rooney PC December 2007 - December 2013
Buchanan Ingersoll & Rooney PC October 2006 - December 2007
Buchanan Ingersoll & Rooney PC May 2005 - August 2005
D.C. Law Students In Court Program May 2004 - August 2004
Wachovia Securities October 2001 - July 2003
CSFBdirect August 2000 - August 2001
Skills
Corporate Law, Mergers and Acquisitions, Oil and Gas, Licensing, Courts, Legal Writing, Legal Research, Due Diligence
Education
Howard University School of Law 2003 — 2006
Juris Doctor, Law
East Carolina University 1996 — 2000
Bachelor of Science, Business Administration, Finance
Clear Channel Outdoor January 2014 - Present
Buchanan Ingersoll & Rooney PC December 2007 - December 2013
Buchanan Ingersoll & Rooney PC October 2006 - December 2007
Buchanan Ingersoll & Rooney PC May 2005 - August 2005
D.C. Law Students In Court Program May 2004 - August 2004
Wachovia Securities October 2001 - July 2003
CSFBdirect August 2000 - August 2001
Skills
Corporate Law, Mergers and Acquisitions, Oil and Gas, Licensing, Courts, Legal Writing, Legal Research, Due Diligence
Education
Howard University School of Law 2003 — 2006
Juris Doctor, Law
East Carolina University 1996 — 2000
Bachelor of Science, Business Administration, Finance
Jonathan F. Foster Jonathan F. Foster's Wachovia Securities Experience 2007 - 2008
Job Founder & Managing Director at Current Capital LLC
Industry Financial Services
Experience
Current Capital LLC 2008 - Present
Wachovia Securities 2007 - 2008
Revolution Living 2005 - 2007
The Cypress Group 2002 - 2004
Bear Stearns & Co. 2001 - 2002
toysrus.com 2000 - 2001
Lazard 1988 - 1999
Skills
Hedge Funds, Valuation, Financial Modeling, Capital Markets, Recapitalizations, Financial Analysis, Private Equity, Mergers & Acquisitions, Corporate Development, Venture Capital, Equities, Portfolio Management, Investments, Investment Banking, Finance, Leveraged Finance, Business Strategy, Restructuring, IPO
Education
Harvard Business School 2010 — 2010
Executive Education Program - Corporate Governance
The London School of Economics and Political Science (LSE) 1984 — 1985
Msc, Accounting & Finance
Emory University 1982 — 1984
BBA, Accounting
Current Capital LLC 2008 - Present
Wachovia Securities 2007 - 2008
Revolution Living 2005 - 2007
The Cypress Group 2002 - 2004
Bear Stearns & Co. 2001 - 2002
toysrus.com 2000 - 2001
Lazard 1988 - 1999
Skills
Hedge Funds, Valuation, Financial Modeling, Capital Markets, Recapitalizations, Financial Analysis, Private Equity, Mergers & Acquisitions, Corporate Development, Venture Capital, Equities, Portfolio Management, Investments, Investment Banking, Finance, Leveraged Finance, Business Strategy, Restructuring, IPO
Education
Harvard Business School 2010 — 2010
Executive Education Program - Corporate Governance
The London School of Economics and Political Science (LSE) 1984 — 1985
Msc, Accounting & Finance
Emory University 1982 — 1984
BBA, Accounting
Tim Conrad Tim Conrad's Wachovia Securities Experience August 2007 - February 2008
Job Senior Software Engineer and Owner, Conrad Enterprise, Inc
Industry Computer Software
Experience
Conrad Enterprise, Inc January 2010 - Present
CarMax August 2013 - November 2013
Markel Corporation December 2010 - August 2013
MOS Group, Inc. April 2009 - December 2010
Transactis February 2009 - April 2009
G3 Systems, Inc. February 2008 - August 2008
Wachovia Securities August 2007 - February 2008
Saxon Mortgage A Morgan Stanley Company July 2006 - July 2007
ACS Healthcare Provider Solutions December 2005 - July 2006
VA. Dept. of Housing and Community Development November 2005 - December 2005
Skills
C#, ASP.NET, SQL Server, Visual Studio, T-SQL, .NET, SOA, LINQ, Web Development, WinForms, PL/SQL, jQuery, JavaScript, TFS, HTML, CSS, AJAX, SQL, ASP.NET AJAX, Web Applications, XML, ASP.NET MVC, Razor, Microsoft SQL Server, Entity Framework, MVVM, IIS, SDLC, Software Development, SharePoint, Web Services, Visual Basic, Oracle, Enterprise Architecture, Integration, Databases, Software Documentation, Subversion, Data Warehousing, Database Design, Testing, MVC, Systems Analysis, SSRS, Architecture, Agile Methodologies, SSIS, Programming, XSLT, Architectures
Education
ECPI University 1999 — 2000
Associates, Computer Science
Deposit Central High School 1978 — 1984
Diploma, General Studies
Conrad Enterprise, Inc January 2010 - Present
CarMax August 2013 - November 2013
Markel Corporation December 2010 - August 2013
MOS Group, Inc. April 2009 - December 2010
Transactis February 2009 - April 2009
G3 Systems, Inc. February 2008 - August 2008
Wachovia Securities August 2007 - February 2008
Saxon Mortgage A Morgan Stanley Company July 2006 - July 2007
ACS Healthcare Provider Solutions December 2005 - July 2006
VA. Dept. of Housing and Community Development November 2005 - December 2005
Skills
C#, ASP.NET, SQL Server, Visual Studio, T-SQL, .NET, SOA, LINQ, Web Development, WinForms, PL/SQL, jQuery, JavaScript, TFS, HTML, CSS, AJAX, SQL, ASP.NET AJAX, Web Applications, XML, ASP.NET MVC, Razor, Microsoft SQL Server, Entity Framework, MVVM, IIS, SDLC, Software Development, SharePoint, Web Services, Visual Basic, Oracle, Enterprise Architecture, Integration, Databases, Software Documentation, Subversion, Data Warehousing, Database Design, Testing, MVC, Systems Analysis, SSRS, Architecture, Agile Methodologies, SSIS, Programming, XSLT, Architectures
Education
ECPI University 1999 — 2000
Associates, Computer Science
Deposit Central High School 1978 — 1984
Diploma, General Studies
Taylor Fontes Taylor Fontes's Wachovia Securities Experience March 2004 - August 2008
Job Licensed Sales Associate at JayMar Insurance Agency
Industry Insurance
Experience
JayMar Insurance Agency April 2015 - Present
Kimmel Housing Development Foundation September 2014 - April 2015
National Center for Suburban Studies May 2014 - August 2014
Hofstra University AAUP March 2011 - July 2013
Wachovia Securities March 2004 - August 2008
Skills
Research, Qualitative Research, Data Analysis, Blogging, Online Research, Social Sciences, Social Research, Office Administration, Business Writing, Customer Service, Web Content, Union Organizing..., Program Evaluation, Program Development, Report Writing, Speech Writing, Policy Analysis, Health Policy, Bartending, Health Insurance, Affordable Care Act
Education
Hofstra University 2008 — 2010
Master of Arts (M.A.), Applied Social Research & Policy Analysis
DePaul University 1999 — 2002
Bachelor of Arts (B.A.), Sociology
JayMar Insurance Agency April 2015 - Present
Kimmel Housing Development Foundation September 2014 - April 2015
National Center for Suburban Studies May 2014 - August 2014
Hofstra University AAUP March 2011 - July 2013
Wachovia Securities March 2004 - August 2008
Skills
Research, Qualitative Research, Data Analysis, Blogging, Online Research, Social Sciences, Social Research, Office Administration, Business Writing, Customer Service, Web Content, Union Organizing..., Program Evaluation, Program Development, Report Writing, Speech Writing, Policy Analysis, Health Policy, Bartending, Health Insurance, Affordable Care Act
Education
Hofstra University 2008 — 2010
Master of Arts (M.A.), Applied Social Research & Policy Analysis
DePaul University 1999 — 2002
Bachelor of Arts (B.A.), Sociology
Mason Stahl Mason Stahl's Wachovia Securities Experience June 2006 - August 2006
Job Senior Manager, Business Development at PGA Tour Digital
Industry Financial Services
Experience
BACK9NETWORK, Inc. January 2015 - April 2015
BACK9NETWORK, Inc. June 2014 - January 2015
Back9Network, Inc. November 2013 - June 2014
HDH Advisors, LLC October 2012 - July 2013
Georgia Public Service Commission June 2011 - August 2012
Wells Fargo (f.k.a Wachovia Securities) June 2007 - August 2008
WACHOVIA SECURITIES June 2006 - August 2006
Skills
Investment Banking, Mergers & Acquisitions, Debt & Equity Financing, Private Placements, Financial Modeling, Due Diligence, Corporate Transactional, Management, accounting principles, Corporate Finance, Document Drafting, Financial Analysis, Finance, Corporate Governance, Business Valuation, Business Appraisals, Business Development, Valuation, Corporate Development
Education
University of Georgia School of Law 2009 — 2012
Juris Doctor (JD), Banking, Corporate, Finance, and Securities Law
Emory University 2003 — 2007
Bachelor of Business Administration (BBA), Corporate Finance
BACK9NETWORK, Inc. January 2015 - April 2015
BACK9NETWORK, Inc. June 2014 - January 2015
Back9Network, Inc. November 2013 - June 2014
HDH Advisors, LLC October 2012 - July 2013
Georgia Public Service Commission June 2011 - August 2012
Wells Fargo (f.k.a Wachovia Securities) June 2007 - August 2008
WACHOVIA SECURITIES June 2006 - August 2006
Skills
Investment Banking, Mergers & Acquisitions, Debt & Equity Financing, Private Placements, Financial Modeling, Due Diligence, Corporate Transactional, Management, accounting principles, Corporate Finance, Document Drafting, Financial Analysis, Finance, Corporate Governance, Business Valuation, Business Appraisals, Business Development, Valuation, Corporate Development
Education
University of Georgia School of Law 2009 — 2012
Juris Doctor (JD), Banking, Corporate, Finance, and Securities Law
Emory University 2003 — 2007
Bachelor of Business Administration (BBA), Corporate Finance
Christopher Minor Christopher Minor's Wachovia Securities Experience May 2000 - January 2005
Job Sr. LED Lighting Specialist
Industry Renewables & Environment
Experience
Truly Green Solutions April 2013 - Present
MaxOn Technologies August 2011 - May 2013
FetchBack Inc, an eBay company January 2011 - August 2011
Clear Channel Outdoor April 2010 - January 2011
New York Life June 2008 - December 2009
Morgan Stanley January 2005 - February 2008
Wachovia Securities May 2000 - January 2005
JWGenesis Financial Corp. November 1992 - May 2000
Skills
Account Management, CRM, Sales, Strategic Planning, Leadership, Marketing Strategy, New Business Development, Salesforce.com, Marketing, Sales Management, Online Advertising, Advertising, Digital Marketing, Sales Process, Negotiation, Business Strategy, Direct Marketing, Market Research, E-commerce, Budgets, Strategy, Management, Entrepreneurship, Lead Generation, Start-ups, Business Development, Competitive Analysis, B2B, Social Media Marketing, Online Marketing, Strategic Partnerships, Market Analysis, Market Planning, Sales Operations, Contract Negotiation, Marketing Management, Cold Calling, Selling, Analytics, Sales Presentations, Product Marketing, Integrated Marketing, Direct Sales
Education
Drake University 1988 — 1992
BS, Finance
Valley High School
Truly Green Solutions April 2013 - Present
MaxOn Technologies August 2011 - May 2013
FetchBack Inc, an eBay company January 2011 - August 2011
Clear Channel Outdoor April 2010 - January 2011
New York Life June 2008 - December 2009
Morgan Stanley January 2005 - February 2008
Wachovia Securities May 2000 - January 2005
JWGenesis Financial Corp. November 1992 - May 2000
Skills
Account Management, CRM, Sales, Strategic Planning, Leadership, Marketing Strategy, New Business Development, Salesforce.com, Marketing, Sales Management, Online Advertising, Advertising, Digital Marketing, Sales Process, Negotiation, Business Strategy, Direct Marketing, Market Research, E-commerce, Budgets, Strategy, Management, Entrepreneurship, Lead Generation, Start-ups, Business Development, Competitive Analysis, B2B, Social Media Marketing, Online Marketing, Strategic Partnerships, Market Analysis, Market Planning, Sales Operations, Contract Negotiation, Marketing Management, Cold Calling, Selling, Analytics, Sales Presentations, Product Marketing, Integrated Marketing, Direct Sales
Education
Drake University 1988 — 1992
BS, Finance
Valley High School
Kinden Hammond Kinden Hammond's Wachovia Securities Experience March 2007 - March 2009
Job Workers Compensation Adjuster at Esis.
Industry Insurance
Experience
ESIS, Inc. November 2014 - Present
Sentry Insurance November 2012 - November 2014
Allianz Global Assistance May 2010 - November 2012
Wachovia Securities March 2007 - March 2009
Wachovia Securities January 2006 - February 2007
Wachovia Securities January 2004 - January 2006
First Union National Bank October 1999 - January 2004
Skills
Customer Relations, Customer Service, Insurance, Microsoft Office, Negotiation, Banking, Problem Solving, Customer Satisfaction, Account Management, Call Center, Administration, Telephone Skills, Data Entry, Teamwork
Education
Bethel High School
A.A, IT/Networking
ECPI University 2002 — 2004
AAS, IT/Networking
ESIS, Inc. November 2014 - Present
Sentry Insurance November 2012 - November 2014
Allianz Global Assistance May 2010 - November 2012
Wachovia Securities March 2007 - March 2009
Wachovia Securities January 2006 - February 2007
Wachovia Securities January 2004 - January 2006
First Union National Bank October 1999 - January 2004
Skills
Customer Relations, Customer Service, Insurance, Microsoft Office, Negotiation, Banking, Problem Solving, Customer Satisfaction, Account Management, Call Center, Administration, Telephone Skills, Data Entry, Teamwork
Education
Bethel High School
A.A, IT/Networking
ECPI University 2002 — 2004
AAS, IT/Networking
Scotty Hensby Scotty Hensby's Wachovia Securities Experience October 2006 - December 2010
Job Mortgage Banker at Park Sterling Bank, Richmond, VA
Industry Financial Services
Experience
Park Sterling Bank April 2015 - Present
Union First Market Bank (StellarOne Bank) June 2012 - April 2014
Wells Fargo Bank, N.A. November 2010 - June 2012
Wachovia Securities October 2006 - December 2010
New York Life January 2005 - October 2006
Skills
Loans, Small Business Lending, Commercial Banking, Financial Services, Finance, Retail Banking, Real Estate Lending, Insurance, New Business Development, Banking, Referrals, Customer Service, Cold Calling, Financial Analysis, Consumer Lending, Customer Experience, Leadership, Sales, Sales Prospecting, Managed Money, Reporting & Analysis, Financial Advisory, Residential Mortgages, Mortgage Industry, Mortgage Underwriting
Education
East Carolina University 2000 — 2004
B.S., Economics - Business Minor
Douglas Southall Freeman HS 1996 — 2000
Park Sterling Bank April 2015 - Present
Union First Market Bank (StellarOne Bank) June 2012 - April 2014
Wells Fargo Bank, N.A. November 2010 - June 2012
Wachovia Securities October 2006 - December 2010
New York Life January 2005 - October 2006
Skills
Loans, Small Business Lending, Commercial Banking, Financial Services, Finance, Retail Banking, Real Estate Lending, Insurance, New Business Development, Banking, Referrals, Customer Service, Cold Calling, Financial Analysis, Consumer Lending, Customer Experience, Leadership, Sales, Sales Prospecting, Managed Money, Reporting & Analysis, Financial Advisory, Residential Mortgages, Mortgage Industry, Mortgage Underwriting
Education
East Carolina University 2000 — 2004
B.S., Economics - Business Minor
Douglas Southall Freeman HS 1996 — 2000
Amanda Bonifant Amanda Bonifant's Wachovia Securities Experience March 2006 - December 2007
Job Contract Business Administrator at Microsoft
Industry Financial Services
Experience
Microsoft August 2015 - Present
Northwest Asset Management May 2012 - May 2015
Northwest Asset Management April 2012 - May 2015
Self employed April 2009 - May 2012
UBS Financial Services December 2007 - March 2009
Wachovia Securities March 2006 - December 2007
Wachovia Bank December 2000 - March 2006
Skills
Series 7, Credit, Mortgage Lending, Loans, Banking
Education
East Carolina University 1993 — 1997
East Carolina University 1993 — 1997
History
Microsoft August 2015 - Present
Northwest Asset Management May 2012 - May 2015
Northwest Asset Management April 2012 - May 2015
Self employed April 2009 - May 2012
UBS Financial Services December 2007 - March 2009
Wachovia Securities March 2006 - December 2007
Wachovia Bank December 2000 - March 2006
Skills
Series 7, Credit, Mortgage Lending, Loans, Banking
Education
East Carolina University 1993 — 1997
East Carolina University 1993 — 1997
History
James Leonard, CFA James Leonard, CFA's Wachovia Securities Experience November 2005 - May 2007
Job Assistant Portfolio Manager, Golub Capital
Industry Financial Services
Experience
Golub Capital July 2014 - Present
Monroe Capital July 2013 - July 2014
Morningstar April 2011 - July 2013
Deerfield Capital Management August 2007 - April 2011
Wachovia Securities November 2005 - May 2007
Refco Trading Services April 2005 - November 2005
Bank of America December 2000 - April 2005
United States Marine Corps June 1992 - November 1999
Skills
Credit, Fixed Income, Bonds, Loans, ABS, Structured Finance, Trading, Portfolio Management, Options, Financial Risk, Banking, Commodity, Treasury, Equities, Asset Management, Investments, Valuation, Financial Modeling, Capital Markets, Alternative Investments, Derivatives, Structured Products, Securities, Investment Management, Equity Research, Hedge Funds
Education
University of Chicago 1999 — 2001
Master of Business Administration (MBA), Financial Management and Econometrics/Statistics
DePaul University 1988 — 1992
Bachelor of Science (BS), Finance, General
Golub Capital July 2014 - Present
Monroe Capital July 2013 - July 2014
Morningstar April 2011 - July 2013
Deerfield Capital Management August 2007 - April 2011
Wachovia Securities November 2005 - May 2007
Refco Trading Services April 2005 - November 2005
Bank of America December 2000 - April 2005
United States Marine Corps June 1992 - November 1999
Skills
Credit, Fixed Income, Bonds, Loans, ABS, Structured Finance, Trading, Portfolio Management, Options, Financial Risk, Banking, Commodity, Treasury, Equities, Asset Management, Investments, Valuation, Financial Modeling, Capital Markets, Alternative Investments, Derivatives, Structured Products, Securities, Investment Management, Equity Research, Hedge Funds
Education
University of Chicago 1999 — 2001
Master of Business Administration (MBA), Financial Management and Econometrics/Statistics
DePaul University 1988 — 1992
Bachelor of Science (BS), Finance, General
Edward Thompson Edward Thompson's Wachovia Securities Experience December 2006 - November 2009
Job at
Industry Information Technology and Services
Experience
CapTech Consulting April 2014 - Present
IIC May 2011 - April 2014
Ally Financial February 2011 - May 2011
ACN November 2009 - February 2011
NouvEON Technology Partners November 2009 - March 2010
Wachovia Securities December 2006 - November 2009
Premier Inc October 2001 - December 2006
Professional Computer Resources October 2001 - March 2002
MasterCard International September 1995 - October 2001
TransQuest Information Solutions January 1995 - September 1995
Skills
Web Services, XML, SQL, Unix, Spring, Oracle, Ant, Data Warehousing, Hibernate, Databases, Java Enterprise Edition, Integration, UML, .NET, SOA, Java, Software Development, PL/SQL, JavaScript, HTML, Requirements Analysis, SharePoint, T-SQL, Enterprise Software, AJAX, Microsoft SQL Server, Spring Framework
Education
Nova Southeastern University 2005 — 2007
Masters, Computer Information Systems
Emory University 1981 — 1984
Masters, Theology
University of Florida 1978 — 1981
Bachelor's, Psychology
CapTech Consulting April 2014 - Present
IIC May 2011 - April 2014
Ally Financial February 2011 - May 2011
ACN November 2009 - February 2011
NouvEON Technology Partners November 2009 - March 2010
Wachovia Securities December 2006 - November 2009
Premier Inc October 2001 - December 2006
Professional Computer Resources October 2001 - March 2002
MasterCard International September 1995 - October 2001
TransQuest Information Solutions January 1995 - September 1995
Skills
Web Services, XML, SQL, Unix, Spring, Oracle, Ant, Data Warehousing, Hibernate, Databases, Java Enterprise Edition, Integration, UML, .NET, SOA, Java, Software Development, PL/SQL, JavaScript, HTML, Requirements Analysis, SharePoint, T-SQL, Enterprise Software, AJAX, Microsoft SQL Server, Spring Framework
Education
Nova Southeastern University 2005 — 2007
Masters, Computer Information Systems
Emory University 1981 — 1984
Masters, Theology
University of Florida 1978 — 1981
Bachelor's, Psychology
Alec Price Alec Price's Wachovia Securities Experience January 2003 - November 2008
Job Vice President at Merrill Lynch, CRC
Industry Financial Services
Experience
Merrill Lynch November 2008 - Present
Wachovia Securities January 2003 - November 2008
Morgan Stanley Dean Witter December 1992 - January 2003
Skills
Finance, Analysis, Accounting, Series 7, Retirement Planning, Mutual Funds, Investments, Financial Analysis, Wealth Management, Strategic Financial..., Portfolio Management, Retirement, Financial Planning
Education
Drexel University - College of Business and Administration 1980 — 1985
Accounting
Merrill Lynch November 2008 - Present
Wachovia Securities January 2003 - November 2008
Morgan Stanley Dean Witter December 1992 - January 2003
Skills
Finance, Analysis, Accounting, Series 7, Retirement Planning, Mutual Funds, Investments, Financial Analysis, Wealth Management, Strategic Financial..., Portfolio Management, Retirement, Financial Planning
Education
Drexel University - College of Business and Administration 1980 — 1985
Accounting
Jennifer Bashford's Wachovia Securities Experience 2004 - 2009
Job Graduate Student, USC Davis School of Gerontology
Industry Nonprofit Organization Management
Experience
Summit Place January 2013 - October 2013
American Pit Bull Foundation January 2012 - January 2013
American Pit Bull Foundation January 2011 - December 2012
Humane Society of Charlotte 2010 - 2011
Merrill Lynch 2008 - 2010
Wachovia Securities 2004 - 2009
Skills
Event Planning, Social Media, Non-profits, Marketing, Public Relations, Public Speaking, Fundraising, Microsoft Office, Customer Service, Strategic Planning, Microsoft Excel, Social Media Marketing, Microsoft Word, Nonprofits, CRM, Event Management, Community Outreach
Education
University of Southern California 2013 — 2015
Master of Arts (M.A.), Gerontology
Queens University of Charlotte 2010 — 2011
MA, Strategic Communications
Emory University - Goizueta Business School 2007 — 2009
MBA, 4 credits left
Davidson College 1996 — 2000
BA, French
Summit Place January 2013 - October 2013
American Pit Bull Foundation January 2012 - January 2013
American Pit Bull Foundation January 2011 - December 2012
Humane Society of Charlotte 2010 - 2011
Merrill Lynch 2008 - 2010
Wachovia Securities 2004 - 2009
Skills
Event Planning, Social Media, Non-profits, Marketing, Public Relations, Public Speaking, Fundraising, Microsoft Office, Customer Service, Strategic Planning, Microsoft Excel, Social Media Marketing, Microsoft Word, Nonprofits, CRM, Event Management, Community Outreach
Education
University of Southern California 2013 — 2015
Master of Arts (M.A.), Gerontology
Queens University of Charlotte 2010 — 2011
MA, Strategic Communications
Emory University - Goizueta Business School 2007 — 2009
MBA, 4 credits left
Davidson College 1996 — 2000
BA, French
Barbara Roland Barbara Roland's Wachovia Securities Experience June 2006 - June 2008
Job Second Grade Teacher at The Westminster Schools
Industry Education Management
Experience
The Westminster Schools 2011 - Present
The Westminster Schools August 2009 - 2011
Russell Reynolds Associates September 2008 - March 2009
Wachovia Securities June 2006 - June 2008
Skills
Teaching, Curriculum Development, Tutoring, Curriculum Design, Educational Leadership, Technology Integration, Educational Technology, Classroom, Classroom Management, Public Speaking, Leadership, Financial Analysis, Higher Education, Management, Research, Staff Development, Teacher Training
Education
Oglethorpe University 2009 — 2010
Masters, Early Childhood Education
Duke University 2002 — 2006
Bachelor of Arts, English, Spanish, and Journalism
The Westminster Schools 2011 - Present
The Westminster Schools August 2009 - 2011
Russell Reynolds Associates September 2008 - March 2009
Wachovia Securities June 2006 - June 2008
Skills
Teaching, Curriculum Development, Tutoring, Curriculum Design, Educational Leadership, Technology Integration, Educational Technology, Classroom, Classroom Management, Public Speaking, Leadership, Financial Analysis, Higher Education, Management, Research, Staff Development, Teacher Training
Education
Oglethorpe University 2009 — 2010
Masters, Early Childhood Education
Duke University 2002 — 2006
Bachelor of Arts, English, Spanish, and Journalism
Constantine Elefter's Wachovia Securities Experience June 2007 - July 2009
Job Private Equity Senior Associate at Norwest Equity Partners
Industry Venture Capital & Private Equity
Experience
Norwest Equity Partners August 2015 - Present
CapitalWorks May 2014 - August 2014
Morgenthaler Private Equity January 2012 - July 2013
Morgenthaler Private Equity January 2010 - December 2011
Wachovia Securities June 2007 - July 2009
Merrill Lynch June 2006 - August 2006
Skills
Mergers & Acquisitions, Capital Markets, Financial Modeling, Investment Banking, Private Equity, Corporate Finance, Venture Capital, LBO, Valuation, Due Diligence, Investments, Finance
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA), Fuqua Scholar
The Ohio State University - The Max M. Fisher College of Business 2003 — 2007
Bachelor of Science in Business Administration (BSBA) with Honors, Finance
Norwest Equity Partners August 2015 - Present
CapitalWorks May 2014 - August 2014
Morgenthaler Private Equity January 2012 - July 2013
Morgenthaler Private Equity January 2010 - December 2011
Wachovia Securities June 2007 - July 2009
Merrill Lynch June 2006 - August 2006
Skills
Mergers & Acquisitions, Capital Markets, Financial Modeling, Investment Banking, Private Equity, Corporate Finance, Venture Capital, LBO, Valuation, Due Diligence, Investments, Finance
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA), Fuqua Scholar
The Ohio State University - The Max M. Fisher College of Business 2003 — 2007
Bachelor of Science in Business Administration (BSBA) with Honors, Finance
Garrett Wofford Garrett Wofford's Wachovia Securities Experience May 2006 - August 2006
Job Alternative Investments at State Teachers Retirement System of Ohio
Industry Venture Capital & Private Equity
Experience
STRS Ohio May 2014 - Present
STRS Ohio June 2013 - May 2014
STRS Ohio January 2013 - August 2013
Bank of America July 2009 - July 2012
Bank of America July 2007 - June 2009
Wachovia Securities May 2006 - August 2006
Principal Financial Group May 2004 - August 2004
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Portfolio Management, Valuation, Analysis, Investments, Corporate Finance, Competitive Analysis, Investment Management
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2014
Master of Business Administration (MBA), Corporate Finance, Strategy
Elon University 2003 — 2007
Bachelor of Science, Business Administration - Finance, Accounting, Economics, Political Science
STRS Ohio May 2014 - Present
STRS Ohio June 2013 - May 2014
STRS Ohio January 2013 - August 2013
Bank of America July 2009 - July 2012
Bank of America July 2007 - June 2009
Wachovia Securities May 2006 - August 2006
Principal Financial Group May 2004 - August 2004
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Portfolio Management, Valuation, Analysis, Investments, Corporate Finance, Competitive Analysis, Investment Management
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2014
Master of Business Administration (MBA), Corporate Finance, Strategy
Elon University 2003 — 2007
Bachelor of Science, Business Administration - Finance, Accounting, Economics, Political Science
Sean Eitze Sean Eitze's Wachovia Securities Experience April 2009 - May 2009
Job Securities Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2014 - Present
Wells Fargo May 2014 - September 2014
Austin Financial Management, Inc. April 2013 - May 2013
Campus Recreation February 2012 - May 2013
Glenelg Country School June 2008 - August 2011
Wachovia Securities April 2009 - May 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Morningstar, Windows, Mac OS, Analysis, Portfolio Management, Finance, Teamwork
Education
Elon University 2009 — 2013
Bachelor's degree, Accounting and Finance
Elon University - Martha and Spencer Love School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, Minor: Accounting
Wells Fargo October 2014 - Present
Wells Fargo May 2014 - September 2014
Austin Financial Management, Inc. April 2013 - May 2013
Campus Recreation February 2012 - May 2013
Glenelg Country School June 2008 - August 2011
Wachovia Securities April 2009 - May 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Morningstar, Windows, Mac OS, Analysis, Portfolio Management, Finance, Teamwork
Education
Elon University 2009 — 2013
Bachelor's degree, Accounting and Finance
Elon University - Martha and Spencer Love School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, Minor: Accounting
Erika (Larson) Branson Erika (Larson) Branson's Wachovia Securities Experience July 2004 - November 2007
Job Strategy Analyst at American Airlines
Industry Airlines/Aviation
Experience
American Airlines December 2012 - Present
JCPenney October 2012 - December 2012
Dallas Auction Gallery March 2012 - May 2012
Solomon R. Guggenheim Museum June 2011 - August 2011
Dallas Museum of Art January 2011 - May 2011
UBS January 2008 - April 2010
Wachovia Securities July 2004 - November 2007
Skills
Fundraising, Non-profits, Event Planning, Research, Social Media, Public Speaking, PowerPoint, Event Management, Marketing, Strategic Planning, Financial Analysis, Business Strategy, Microsoft Excel, Competitive Analysis
Education
Southern Methodist University - Cox School of Business 2010 — 2012
Master of Business Administration, Strategy & Entrepreneurship
Southern Methodist University - Meadows School of the Arts 2010 — 2012
Master of Arts, Arts Management
Universita Commerciale Luigi Bocconi 2011 — 2011
Economics and Arts Management
Elon University 2000 — 2004
Bachelor of Science, Business Administration, Finance Concentration
American Airlines December 2012 - Present
JCPenney October 2012 - December 2012
Dallas Auction Gallery March 2012 - May 2012
Solomon R. Guggenheim Museum June 2011 - August 2011
Dallas Museum of Art January 2011 - May 2011
UBS January 2008 - April 2010
Wachovia Securities July 2004 - November 2007
Skills
Fundraising, Non-profits, Event Planning, Research, Social Media, Public Speaking, PowerPoint, Event Management, Marketing, Strategic Planning, Financial Analysis, Business Strategy, Microsoft Excel, Competitive Analysis
Education
Southern Methodist University - Cox School of Business 2010 — 2012
Master of Business Administration, Strategy & Entrepreneurship
Southern Methodist University - Meadows School of the Arts 2010 — 2012
Master of Arts, Arts Management
Universita Commerciale Luigi Bocconi 2011 — 2011
Economics and Arts Management
Elon University 2000 — 2004
Bachelor of Science, Business Administration, Finance Concentration
Chris Dana Chris Dana's Wachovia Securities Experience July 2003 - October 2007
Job MBA 2011 Owen Graduate School of Management
Industry Financial Services
Experience
Vanderbilt University May 2011 - Present
Wachovia Securities July 2003 - October 2007
Prudential Securities March 1999 - July 2003
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2011
mba
Davidson College 1993 — 1997
Vanderbilt University May 2011 - Present
Wachovia Securities July 2003 - October 2007
Prudential Securities March 1999 - July 2003
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2011
mba
Davidson College 1993 — 1997
Simon Blank Simon Blank's Wachovia Securities Experience June 2007 - March 2009
Job Vice President at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities September 2012 - Present
Sagent Advisors April 2009 - September 2012
Wachovia Securities June 2007 - March 2009
Skills
Due Diligence, Mergers & Acquisitions, Financial Analysis, Data Analysis, Capital IQ, Strategy, Business Strategy, Fixed Income
Education
Duke University 2003 — 2007
BS / BA, Economics / Public Policy
Wells Fargo Securities September 2012 - Present
Sagent Advisors April 2009 - September 2012
Wachovia Securities June 2007 - March 2009
Skills
Due Diligence, Mergers & Acquisitions, Financial Analysis, Data Analysis, Capital IQ, Strategy, Business Strategy, Fixed Income
Education
Duke University 2003 — 2007
BS / BA, Economics / Public Policy
Stephanie Arendt Norris Stephanie Arendt Norris's Wachovia Securities Experience September 2002 - July 2005
Job Business Process and Project Manager
Industry Financial Services
Experience
ICONMA November 2014 - Present
ICONMA July 2014 - November 2014
ICONMA October 2011 - April 2014
Wells Fargo Advisors July 2005 - September 2011
Wachovia Securities September 2002 - July 2005
Wachovia Securities January 2002 - September 2002
First Union Securities April 2000 - January 2002
EVEREN Securities September 1997 - April 2000
Skills
Business Development, Risk Management, Project Management, Operations Management, Management, Cross-functional Team..., Training, Budgets, Analysis, Integration, Sales, Project Planning, Sales Management, Security, Finance, Investments, Policy, Retail, Vendor Management, Public Speaking, Business Analysis, Process Improvement, Banking, Program Management, Change Management
Education
DePaul University 1994 — 1997
Bachelor of Arts, Communications, Psychology
ICONMA November 2014 - Present
ICONMA July 2014 - November 2014
ICONMA October 2011 - April 2014
Wells Fargo Advisors July 2005 - September 2011
Wachovia Securities September 2002 - July 2005
Wachovia Securities January 2002 - September 2002
First Union Securities April 2000 - January 2002
EVEREN Securities September 1997 - April 2000
Skills
Business Development, Risk Management, Project Management, Operations Management, Management, Cross-functional Team..., Training, Budgets, Analysis, Integration, Sales, Project Planning, Sales Management, Security, Finance, Investments, Policy, Retail, Vendor Management, Public Speaking, Business Analysis, Process Improvement, Banking, Program Management, Change Management
Education
DePaul University 1994 — 1997
Bachelor of Arts, Communications, Psychology
Chris Hain Chris Hain's Wachovia Securities Experience May 2007 - May 2009
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. February 2013 - Present
Wells Fargo Advisors June 2009 - February 2013
Wachovia Securities May 2007 - May 2009
A.G. Edwards December 2003 - May 2007
Delta Air Lines April 2000 - October 2002
US Navy 1982 - 1988
Skills
Finance, Investments, Series 7, Risk Management, Financial Analysis, Retirement Planning, Mutual Funds, Financial Planning, Portfolio Management, Securities, Program Management, Series 63, Strategic Financial..., Asset Allocation, Asset Management
Education
Embry Riddle Aeronautical University-Prescott 1978 — 1982
Bachelor of Science (BS), Aeronautics/Aviation/Aerospace Science and Technology, General
Robert W. Baird & Co. February 2013 - Present
Wells Fargo Advisors June 2009 - February 2013
Wachovia Securities May 2007 - May 2009
A.G. Edwards December 2003 - May 2007
Delta Air Lines April 2000 - October 2002
US Navy 1982 - 1988
Skills
Finance, Investments, Series 7, Risk Management, Financial Analysis, Retirement Planning, Mutual Funds, Financial Planning, Portfolio Management, Securities, Program Management, Series 63, Strategic Financial..., Asset Allocation, Asset Management
Education
Embry Riddle Aeronautical University-Prescott 1978 — 1982
Bachelor of Science (BS), Aeronautics/Aviation/Aerospace Science and Technology, General
Bill Lovett, CFA's Wachovia Securities Experience November 2001 - June 2009
Job UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services June 2009 - Present
Wachovia Securities November 2001 - June 2009
Trusco Capital Management June 1998 - March 2001
Education
Duke University 1994 — 1997
Bachelor of Arts, Economics and History
Lake Highland Preparatory School 1981 — 1994
UBS Financial Services June 2009 - Present
Wachovia Securities November 2001 - June 2009
Trusco Capital Management June 1998 - March 2001
Education
Duke University 1994 — 1997
Bachelor of Arts, Economics and History
Lake Highland Preparatory School 1981 — 1994
Tom Wright, CFP® Tom Wright, CFP®'s Wachovia Securities Experience 2000 - 2002
Job President at WRIGHT Financial Group LLC
Industry Financial Services
Experience
WRIGHT Financial Group LLC March 2012 - Present
Wells Fargo 2002 - 2005
Wachovia Securities 2000 - 2002
UBS Wealth Management 1998 - 2000
Edward Jones 1994 - 1998
American Stock Exchange 1988 - 1994
Skills
Investments, Retirement Planning, Investment Strategies, Estate Planning, Financial Advisory, Portfolio Management, Retirement, Asset Allocation, Fixed Income, Financial Services, Alternative Investments, Strategic Financial..., Series 7, Wealth Management, Asset Managment, Financial Analysis, Insurance, Financial Modeling, Investment Advisory, Equities, Relationship Management, Series 63, Business Development, Mutual Funds, Finance
Education
New York University 2009 — 2011
Certificate, Financial Planning
Drew University 1983 — 1987
BA, Economics
WRIGHT Financial Group LLC March 2012 - Present
Wells Fargo 2002 - 2005
Wachovia Securities 2000 - 2002
UBS Wealth Management 1998 - 2000
Edward Jones 1994 - 1998
American Stock Exchange 1988 - 1994
Skills
Investments, Retirement Planning, Investment Strategies, Estate Planning, Financial Advisory, Portfolio Management, Retirement, Asset Allocation, Fixed Income, Financial Services, Alternative Investments, Strategic Financial..., Series 7, Wealth Management, Asset Managment, Financial Analysis, Insurance, Financial Modeling, Investment Advisory, Equities, Relationship Management, Series 63, Business Development, Mutual Funds, Finance
Education
New York University 2009 — 2011
Certificate, Financial Planning
Drew University 1983 — 1987
BA, Economics
Paul Johan Paul Johan's Wachovia Securities Experience June 1994 - June 1996
Job Partner at Ballast Point Ventures
Industry Venture Capital & Private Equity
Experience
Ballast Point Ventures June 2001 - Present
Raymond James & Associates July 1997 - June 2001
Hunter Capital Group June 1996 - June 1997
Wachovia Securities June 1994 - June 1996
Federal Reserve Bank of Atlanta May 1989 - August 1992
Skills
Venture Capital, Private Equity, Corporate Development, Mergers, Due Diligence, Valuation, Corporate Finance, Business Valuation, Financial Modeling, Investments, Private Placements, Growth Capital
Education
University of Virginia Darden School of Business 1992 — 1994
MBA, Business
Emory University 1984 — 1988
BA, Economics
Ballast Point Ventures June 2001 - Present
Raymond James & Associates July 1997 - June 2001
Hunter Capital Group June 1996 - June 1997
Wachovia Securities June 1994 - June 1996
Federal Reserve Bank of Atlanta May 1989 - August 1992
Skills
Venture Capital, Private Equity, Corporate Development, Mergers, Due Diligence, Valuation, Corporate Finance, Business Valuation, Financial Modeling, Investments, Private Placements, Growth Capital
Education
University of Virginia Darden School of Business 1992 — 1994
MBA, Business
Emory University 1984 — 1988
BA, Economics
Zach Ager's Wachovia Securities Experience June 2002 - July 2004
Job Entrepreneur and investor
Industry Venture Capital & Private Equity
Experience
Paniolo Ventures 2007 - Present
Timberline Knolls Residential Treatment Center 2008 - September 2013
Hunt Private Equity Group December 2004 - April 2007
Wachovia Securities June 2002 - July 2004
Education
Duke University 1998 — 2002
A.B.
Paniolo Ventures 2007 - Present
Timberline Knolls Residential Treatment Center 2008 - September 2013
Hunt Private Equity Group December 2004 - April 2007
Wachovia Securities June 2002 - July 2004
Education
Duke University 1998 — 2002
A.B.
Tony Schopen's Wachovia Securities Experience 2003 - 2006
Job Finance executive
Industry Internet
Experience
Burkland Associates 2014 - Present
Taulia Inc. 2013 - 2014
Silicon Valley Finance Group 2012 - 2013
Zola 2008 - 2011
Lightfull Foods 2007 - 2008
Thomas Weisel Partners 2006 - 2007
Wachovia Securities 2003 - 2006
Mars & Co. 1996 - 1998
Bankers Trust 1993 - 1995
Skills
Management Consulting, Start-ups, Investment Banking, Economics, Equity Research, Financial Modeling, Valuation, Financial Analysis, Financial Reporting, Strategic Planning, Analytics, Cash Flow, Financial Management, Analysis, Business Strategy, Accounting
Education
The University of Chicago - Booth School of Business
MBA
Duke University
AB
Burkland Associates 2014 - Present
Taulia Inc. 2013 - 2014
Silicon Valley Finance Group 2012 - 2013
Zola 2008 - 2011
Lightfull Foods 2007 - 2008
Thomas Weisel Partners 2006 - 2007
Wachovia Securities 2003 - 2006
Mars & Co. 1996 - 1998
Bankers Trust 1993 - 1995
Skills
Management Consulting, Start-ups, Investment Banking, Economics, Equity Research, Financial Modeling, Valuation, Financial Analysis, Financial Reporting, Strategic Planning, Analytics, Cash Flow, Financial Management, Analysis, Business Strategy, Accounting
Education
The University of Chicago - Booth School of Business
MBA
Duke University
AB
Evangelos Ringas's Wachovia Securities Experience July 2005 - May 2008
Job Business Manager, Bank External Fraud Risk Management at Capital One
Industry Financial Services
Experience
Capital One July 2009 - Present
Capital One June 2008 - Present
Capital One 2008 - Present
Wachovia Securities July 2005 - May 2008
Northrop Grumman February 2002 - May 2005
Procter & Gamble 1996 - 2002
Skills
PMP, Six Sigma, MS Project, Process Management, Analysis, Lean Manufacturing
Education
The College of William and Mary - The Mason School of Business 2002 — 2005
MBA
Duke University 1992 — 1996
BSE, Mechancial Engineering
Denbigh HIgh
Capital One July 2009 - Present
Capital One June 2008 - Present
Capital One 2008 - Present
Wachovia Securities July 2005 - May 2008
Northrop Grumman February 2002 - May 2005
Procter & Gamble 1996 - 2002
Skills
PMP, Six Sigma, MS Project, Process Management, Analysis, Lean Manufacturing
Education
The College of William and Mary - The Mason School of Business 2002 — 2005
MBA
Duke University 1992 — 1996
BSE, Mechancial Engineering
Denbigh HIgh
Brian Hacker's Wachovia Securities Experience January 2008 - Present
Job
Industry Financial Services
Experience
Wachovia Securities January 2008 - Present
Education
Saint Xavier University 1998 — 2002
B.S., Finance
Eastern Illinois University 1994 — 1996
St.Laurence 1990 — 1994
Wachovia Securities January 2008 - Present
Education
Saint Xavier University 1998 — 2002
B.S., Finance
Eastern Illinois University 1994 — 1996
St.Laurence 1990 — 1994
Colette (Carter) Galiani's Wachovia Securities Experience 1990 - 2005
Job Associate Registrar at Dominican University of California
Industry Higher Education
Experience
Dominican University of California October 2009 - Present
Dominican University of California December 2006 - March 2009
Henderson Capital Partners June 2005 - April 2006
Wachovia Securities 1990 - 2005
Skills
Budgets, Training, Leadership, Financial Reporting, Strategic Planning, Project Management, Financial Analysis, Public Speaking, Nonprofits, Finance, Marketing, Management, Team Building, Research, Policy, Cross-functional Team..., Employee Relations, Investments, Leadership Development, Program Management, CRM, Human Resources, Organizational..., Performance Management, Change Management, Analysis, Higher Education, System Administration, Coaching
Education
Dominican University of California 2004 — 2006
MBA, Strategic Leadership
San Francisco State University
Bachelor of Science (B.S.), Business - Finance
Dominican University of California October 2009 - Present
Dominican University of California December 2006 - March 2009
Henderson Capital Partners June 2005 - April 2006
Wachovia Securities 1990 - 2005
Skills
Budgets, Training, Leadership, Financial Reporting, Strategic Planning, Project Management, Financial Analysis, Public Speaking, Nonprofits, Finance, Marketing, Management, Team Building, Research, Policy, Cross-functional Team..., Employee Relations, Investments, Leadership Development, Program Management, CRM, Human Resources, Organizational..., Performance Management, Change Management, Analysis, Higher Education, System Administration, Coaching
Education
Dominican University of California 2004 — 2006
MBA, Strategic Leadership
San Francisco State University
Bachelor of Science (B.S.), Business - Finance
Jay Hinton, CFA's Wachovia Securities Experience September 2002 - May 2005
Job Energy Financial Services
Industry Consumer Goods
Experience
GE Capital - Energy Financial Services February 2015 - Present
Simmons Bedding Company July 2013 - January 2015
The Home Depot June 2007 - June 2013
Houlihan Lokey May 2006 - October 2006
Wachovia Securities September 2002 - May 2005
Bank of America August 2000 - December 2001
Bank of America June 1998 - July 2000
Skills
Investment Banking, Financial Reporting, Business Valuation, Financial Modeling, Finance, Corporate Finance, Microsoft Excel, Portfolio Management, Strategic Financial..., Financial Analysis, Forecasting, Valuation, Accounting, Cash Flow, Managerial Finance, Cash Management, Financial Planning, Management, Variance Analysis, Strategy
Education
Emory University - Goizueta Business School 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
Universidad Antonio de Nebrija 2001 — 2001
Diploma - Advanced, Business Language & Culture
Florida Agricultural and Mechanical University 1993 — 1998
Bachelor of Science (B.S.), Accounting
GE Capital - Energy Financial Services February 2015 - Present
Simmons Bedding Company July 2013 - January 2015
The Home Depot June 2007 - June 2013
Houlihan Lokey May 2006 - October 2006
Wachovia Securities September 2002 - May 2005
Bank of America August 2000 - December 2001
Bank of America June 1998 - July 2000
Skills
Investment Banking, Financial Reporting, Business Valuation, Financial Modeling, Finance, Corporate Finance, Microsoft Excel, Portfolio Management, Strategic Financial..., Financial Analysis, Forecasting, Valuation, Accounting, Cash Flow, Managerial Finance, Cash Management, Financial Planning, Management, Variance Analysis, Strategy
Education
Emory University - Goizueta Business School 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
Universidad Antonio de Nebrija 2001 — 2001
Diploma - Advanced, Business Language & Culture
Florida Agricultural and Mechanical University 1993 — 1998
Bachelor of Science (B.S.), Accounting
Yamini Sarma, PMP's Wachovia Securities Experience 2002 - 2005
Job Program Manager at The Nielsen Company
Industry Information Technology and Services
Experience
The Nielsen Company Senior AnalystThe Nielsen CompanyJanuary 2009 - February 2012
Walgreens February 2005 - June 2010
Wachovia 2002 - 2005
Wachovia Securities 2002 - 2005
Greenbrier & Russel 1998 - 2005
Education
DePaul University
Masters, Information Systems
The Nielsen Company Senior AnalystThe Nielsen CompanyJanuary 2009 - February 2012
Walgreens February 2005 - June 2010
Wachovia 2002 - 2005
Wachovia Securities 2002 - 2005
Greenbrier & Russel 1998 - 2005
Education
DePaul University
Masters, Information Systems
Sofia Smirnova, PMP's Wachovia Securities Experience June 2004 - September 2004
Job Senior Principal Analyst/PM at Quill Corp
Industry Information Technology and Services
Experience
Quill Corp May 2006 - Present
Abbott Laboratories September 2005 - May 2006
Abbott September 2004 - August 2005
WACHOVIA SECURITIES June 2004 - September 2004
Blue Cross Blue Shield November 2003 - June 2004
GORDON FOOD SERVICES September 2003 - November 2003
ConAgra Foods, Inc April 2002 - November 2003
C.W. Costello 1994 - 2003
McDonald's Corporation March 2001 - March 2002
Rockwell Electronic Commerce March 1999 - January 2001
Skills
Data Warehousing, Order Management, Data Analysis, Database Administration, Inventory Management, Supply Chain Management, Purchasing, Process Engineering, Forecasting, Management, Logistics, Human Resources, Marketing, Transportation, General Ledger, Benefits Administration, Advertising, Contact Management, Accounts Payable, Oracle Manufacturing, Microsoft SQL Server, PL/SQL, Database Marketing, ETL, Access, Business Analysis, Integration, SDLC, SQL
Education
University of Illinois at Chicago 1981 — 1985
Bachelor of Computer Science/Mathematics/Statistics Degree, Information and Decision Science
Machine Building Technical College 1972 — 1976
Bachelor, Accounting; Economics
DePaul University
Quill Corp May 2006 - Present
Abbott Laboratories September 2005 - May 2006
Abbott September 2004 - August 2005
WACHOVIA SECURITIES June 2004 - September 2004
Blue Cross Blue Shield November 2003 - June 2004
GORDON FOOD SERVICES September 2003 - November 2003
ConAgra Foods, Inc April 2002 - November 2003
C.W. Costello 1994 - 2003
McDonald's Corporation March 2001 - March 2002
Rockwell Electronic Commerce March 1999 - January 2001
Skills
Data Warehousing, Order Management, Data Analysis, Database Administration, Inventory Management, Supply Chain Management, Purchasing, Process Engineering, Forecasting, Management, Logistics, Human Resources, Marketing, Transportation, General Ledger, Benefits Administration, Advertising, Contact Management, Accounts Payable, Oracle Manufacturing, Microsoft SQL Server, PL/SQL, Database Marketing, ETL, Access, Business Analysis, Integration, SDLC, SQL
Education
University of Illinois at Chicago 1981 — 1985
Bachelor of Computer Science/Mathematics/Statistics Degree, Information and Decision Science
Machine Building Technical College 1972 — 1976
Bachelor, Accounting; Economics
DePaul University
Julie Joyce's Wachovia Securities Experience 1990 - 2004
Job Vice President at InSource Solutions
Industry Information Technology and Services
Experience
InSource Solutions March 2011 - Present
HR Partner, LLC February 2006 - March 2011
Leadership Metro Richmond 2010 - 2011
Wachovia Securities 1990 - 2004
Skills
Change Management, Succession Planning, Team Building, Organizational..., Strategic Planning, Executive Coaching, Strategy, Leadership, Organizational..., Talent Management, Vendor Management, Management, Performance Management, Leadership Development, Training, Consulting, Human Resources, Program Management, Recruiting, Coaching, Management Consulting, Talent Acquisition
Education
East Carolina University 1973 — 1977
BS, Business Administration and Management, General
InSource Solutions March 2011 - Present
HR Partner, LLC February 2006 - March 2011
Leadership Metro Richmond 2010 - 2011
Wachovia Securities 1990 - 2004
Skills
Change Management, Succession Planning, Team Building, Organizational..., Strategic Planning, Executive Coaching, Strategy, Leadership, Organizational..., Talent Management, Vendor Management, Management, Performance Management, Leadership Development, Training, Consulting, Human Resources, Program Management, Recruiting, Coaching, Management Consulting, Talent Acquisition
Education
East Carolina University 1973 — 1977
BS, Business Administration and Management, General
Christopher Ellan's Wachovia Securities Experience 2008 - July 2008
Job Associate Investment Banking (TMT) at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2014 - Present
The Ellan Foundation January 2013 - Present
Fifth Third Bank March 2014 - September 2014
Wells Fargo Securities July 2012 - March 2014
Wells Fargo Securities May 2009 - July 2012
Wells Fargo Securities June 2009 - June 2010
Wachovia Securities 2008 - July 2008
Carter Real Estate August 2007 - January 2008
Morgan Stanley May 2007 - August 2007
Bank of America November 2006 - May 2007
Skills
Financial Modeling, Valuation, Capital Markets, Finance, Securities, Bonds, Financial Analysis, Bloomberg, Corporate Finance, Fixed Income, Business Analysis
Education
Emory University - Goizueta Business School 2007 — 2009
Bachelor of Business Administration (B.B.A.)
Florida State University - College of Business 2006 — 2007
Finance / Applied Mathematics
Tallahassee Community College 2005 — 2006
Business, Mathematics
Wells Fargo Securities September 2014 - Present
The Ellan Foundation January 2013 - Present
Fifth Third Bank March 2014 - September 2014
Wells Fargo Securities July 2012 - March 2014
Wells Fargo Securities May 2009 - July 2012
Wells Fargo Securities June 2009 - June 2010
Wachovia Securities 2008 - July 2008
Carter Real Estate August 2007 - January 2008
Morgan Stanley May 2007 - August 2007
Bank of America November 2006 - May 2007
Skills
Financial Modeling, Valuation, Capital Markets, Finance, Securities, Bonds, Financial Analysis, Bloomberg, Corporate Finance, Fixed Income, Business Analysis
Education
Emory University - Goizueta Business School 2007 — 2009
Bachelor of Business Administration (B.B.A.)
Florida State University - College of Business 2006 — 2007
Finance / Applied Mathematics
Tallahassee Community College 2005 — 2006
Business, Mathematics
Edwin A. Dalrymple, Jr.'s Wachovia Securities Experience 1998 - 2002
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
CAPTRUST Financial Advisors 2002 - April 2015
Wachovia Securities 1998 - 2002
Interstate/Johnson Lane 1990 - 1998
Skills
401k, Alternative Investments, Mutual Funds, Investments, Retirement, Retirement Planning, Financial Advisory, Estate Planning...
Education
Duke University - The Fuqua School of Business 1977 — 1979
MBA, Business
Wake Forest University 1970 — 1972
BS, Business
Wells Fargo Advisors April 2015 - Present
CAPTRUST Financial Advisors 2002 - April 2015
Wachovia Securities 1998 - 2002
Interstate/Johnson Lane 1990 - 1998
Skills
401k, Alternative Investments, Mutual Funds, Investments, Retirement, Retirement Planning, Financial Advisory, Estate Planning...
Education
Duke University - The Fuqua School of Business 1977 — 1979
MBA, Business
Wake Forest University 1970 — 1972
BS, Business
Bryan Campbell's Wachovia Securities Experience 2004 - 2005
Job Director of Marketing at Veracyte, Inc.
Industry Biotechnology
Experience
Veracyte, Inc. July 2014 - Present
Avinger Inc. October 2012 - October 2013
Avinger, Inc. August 2010 - October 2012
MicroEnsure June 2008 - August 2010
Opportunity International August 2007 - June 2008
Gilead Sciences June 2006 - August 2006
Wachovia Securities 2004 - 2005
Bank of America 2003 - 2004
Goldman Sachs 2000 - 2002
Skills
Financial Modeling, Product Management, Due Diligence, Investment Banking, Strategy, Strategic Planning, Corporate Development, Marketing, Start-ups, Marketing Communications, Mergers, Cross-functional Team..., Medical Devices, Valuation, Financial Analysis, Product Launch, Product Development, Business Strategy, Commercialization, Competitive Analysis, Corporate Finance, Venture Capital, Marketing Strategy, Private Equity, Mergers
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA
DePauw University 1996 — 2000
BA, Economics, Cum Laude
Veracyte, Inc. July 2014 - Present
Avinger Inc. October 2012 - October 2013
Avinger, Inc. August 2010 - October 2012
MicroEnsure June 2008 - August 2010
Opportunity International August 2007 - June 2008
Gilead Sciences June 2006 - August 2006
Wachovia Securities 2004 - 2005
Bank of America 2003 - 2004
Goldman Sachs 2000 - 2002
Skills
Financial Modeling, Product Management, Due Diligence, Investment Banking, Strategy, Strategic Planning, Corporate Development, Marketing, Start-ups, Marketing Communications, Mergers, Cross-functional Team..., Medical Devices, Valuation, Financial Analysis, Product Launch, Product Development, Business Strategy, Commercialization, Competitive Analysis, Corporate Finance, Venture Capital, Marketing Strategy, Private Equity, Mergers
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA
DePauw University 1996 — 2000
BA, Economics, Cum Laude
Michael Busche's Wachovia Securities Experience July 2008 - Present
Job Summer Associate at Wachovia Securities and Student at Duke University The Fuqua School of Business
Industry Investment Banking
Experience
Wachovia Securities July 2008 - Present
24th Special Tactics Squadron April 2001 - May 2006
Education
Duke University - The Fuqua School of Business 2006 — 2008
Wachovia Securities July 2008 - Present
24th Special Tactics Squadron April 2001 - May 2006
Education
Duke University - The Fuqua School of Business 2006 — 2008
Patrick Engel's Wachovia Securities Experience July 1996 - March 2006
Job Senior Credit Officer at Bank of America
Industry Financial Services
Experience
Bank of America June 2013 - Present
US Bank August 2010 - June 2013
Columbus Nova Credit Investments Group March 2006 - May 2010
Wachovia Securities July 1996 - March 2006
US Navy July 1987 - July 1991
Education
Duke University - The Fuqua School of Business 1994 — 1996
MBA, Finance
University of North Carolina at Chapel Hill 1991 — 1994
BSBA, Business
Bank of America June 2013 - Present
US Bank August 2010 - June 2013
Columbus Nova Credit Investments Group March 2006 - May 2010
Wachovia Securities July 1996 - March 2006
US Navy July 1987 - July 1991
Education
Duke University - The Fuqua School of Business 1994 — 1996
MBA, Finance
University of North Carolina at Chapel Hill 1991 — 1994
BSBA, Business
Karissa Aguilar's Wachovia Securities Experience 2002 - 2006
Job Senior Business Analyst at HighTower Advisors
Industry Information Technology and Services
Experience
HighTower October 2014 - Present
William Blair and Company March 2006 - October 2014
Perficient Inc. 2004 - 2006
Wachovia Securities 2002 - 2006
Genisys Consulting Inc. 1998 - 2004
Illinois Department of Transportation 1998 - 2001
Skills
CRM, Project Management, SDLC, Business Analysis, Microsoft SQL Server, Business Intelligence, Data Warehousing, SQL, Software Development, .NET, ASP.NET, Requirements Analysis, Software Project..., SSIS, Program Management, LINQ, Systems Analysis
Education
Keller Graduate School of Management of DeVry University 1998 — 2002
Masters, Project Management specializing in Information Technology
De La Salle University 1992 — 1996
BS, Computer Science in Information Technology
HighTower October 2014 - Present
William Blair and Company March 2006 - October 2014
Perficient Inc. 2004 - 2006
Wachovia Securities 2002 - 2006
Genisys Consulting Inc. 1998 - 2004
Illinois Department of Transportation 1998 - 2001
Skills
CRM, Project Management, SDLC, Business Analysis, Microsoft SQL Server, Business Intelligence, Data Warehousing, SQL, Software Development, .NET, ASP.NET, Requirements Analysis, Software Project..., SSIS, Program Management, LINQ, Systems Analysis
Education
Keller Graduate School of Management of DeVry University 1998 — 2002
Masters, Project Management specializing in Information Technology
De La Salle University 1992 — 1996
BS, Computer Science in Information Technology
Angela Crilly Grannan's Wachovia Securities Experience 1990 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
Wachovia Securities 1990 - 2007
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
MBA
Miami University 1985 — 1989
Wachovia Securities 1990 - 2007
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
MBA
Miami University 1985 — 1989
Christine Pearce Shultz's Wachovia Securities Experience 2002 - 2009
Job Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities 2005 - Present
Wachovia Securities 2002 - 2009
Wachovia 2002 - 2009
Education
Duke University 1994 — 1998
Middlesex School 1990 — 1994
HS
Wells Fargo Securities 2005 - Present
Wachovia Securities 2002 - 2009
Wachovia 2002 - 2009
Education
Duke University 1994 — 1998
Middlesex School 1990 — 1994
HS
Oscar K. Anderson's Wachovia Securities Experience April 2004 - June 2007
Job Managing Director, CVC Credit Partners
Industry Investment Management
Experience
CVC Capital Partners December 2008 - Present
Tri-Mountain Partners, LLC July 2007 - December 2008
Wachovia Securities April 2004 - June 2007
CIBC World Markets July 1996 - April 2004
Brown Brothers Harriman July 1994 - July 1996
Salomon Brothers August 1992 - June 1994
Skills
Private Equity, Alternative Investments, Hedge Funds, Equities, Fixed Income, Investment Banking, Capital Markets, Investments, Financial Modeling, Asset Managment, Portfolio Management, Equity Research, Valuation, Corporate Finance, Venture Capital, Private Placements, Mergers, Bloomberg, Derivatives, Securities, Leveraged Finance, High Yield
Education
Harvard University 1988 — 1992
Bachelor of Arts (B.A.)
Deerfield Academy
St. Bernard's School
St. Bernard's School
CVC Capital Partners December 2008 - Present
Tri-Mountain Partners, LLC July 2007 - December 2008
Wachovia Securities April 2004 - June 2007
CIBC World Markets July 1996 - April 2004
Brown Brothers Harriman July 1994 - July 1996
Salomon Brothers August 1992 - June 1994
Skills
Private Equity, Alternative Investments, Hedge Funds, Equities, Fixed Income, Investment Banking, Capital Markets, Investments, Financial Modeling, Asset Managment, Portfolio Management, Equity Research, Valuation, Corporate Finance, Venture Capital, Private Placements, Mergers, Bloomberg, Derivatives, Securities, Leveraged Finance, High Yield
Education
Harvard University 1988 — 1992
Bachelor of Arts (B.A.)
Deerfield Academy
St. Bernard's School
St. Bernard's School
Isabel DuPree's Wachovia Securities Experience March 2003 - June 2005
Job Consultant at VOYlegal LLC
Industry Legal Services
Experience
VOYlegal LLC November 2012 - Present
Beazer Homes July 2011 - August 2012
King & Spalding LLP April 2011 - July 2011
Troutman Sanders LLP September 2008 - April 2011
Wachovia Securities March 2003 - June 2005
Bank of America September 2001 - March 2003
Bank of America July 2000 - September 2001
Education
University of North Carolina at Chapel Hill 2005 — 2008
JD with Honors
Duke University 1996 — 2000
Bachelor of Science (BS), Economics
Porter-Gaud School 1992 — 1996
VOYlegal LLC November 2012 - Present
Beazer Homes July 2011 - August 2012
King & Spalding LLP April 2011 - July 2011
Troutman Sanders LLP September 2008 - April 2011
Wachovia Securities March 2003 - June 2005
Bank of America September 2001 - March 2003
Bank of America July 2000 - September 2001
Education
University of North Carolina at Chapel Hill 2005 — 2008
JD with Honors
Duke University 1996 — 2000
Bachelor of Science (BS), Economics
Porter-Gaud School 1992 — 1996
Chris Jefferson's Wachovia Securities Experience 1995 - 1997
Job Managing Partner, Portfolio Manager & Investment Analyst at Celestial Advisors, LLC
Industry Investment Management
Experience
Celestial Advisors, LLC 2008 - Present
Merrill Lynch 2004 - 2008
UBS Securities 2003 - 2004
Goldman Sachs June 1999 - October 2002
SunTrust Robinson Humphrey 1997 - 1998
Wachovia Securities 1995 - 1997
Skills
Investment Banking, Financial Modeling, Mergers, Due Diligence, Hedge Funds, Equity Research, Equity Valuation, Equity Trading, Mergers & Acquisitions, Equities, Investments
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Analytic Finance and Entrepreneurship
Emory University - Goizueta Business School 1992 — 1994
BBA, Accounting and Finance
Celestial Advisors, LLC 2008 - Present
Merrill Lynch 2004 - 2008
UBS Securities 2003 - 2004
Goldman Sachs June 1999 - October 2002
SunTrust Robinson Humphrey 1997 - 1998
Wachovia Securities 1995 - 1997
Skills
Investment Banking, Financial Modeling, Mergers, Due Diligence, Hedge Funds, Equity Research, Equity Valuation, Equity Trading, Mergers & Acquisitions, Equities, Investments
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Analytic Finance and Entrepreneurship
Emory University - Goizueta Business School 1992 — 1994
BBA, Accounting and Finance
Nancy Furlow's Wachovia Securities Experience October 2008 - October 2009
Job Operational Risk Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2012 - Present
Wells Fargo (formerly Wachovia Securities/ A. G. Edwards) October 2009 - November 2012
Wells Fargo Advisors October 2009 - November 2012
AG Edwards/Wachovia Securities October 2008 - October 2009
Wachovia Securities October 2008 - October 2009
A.G. Edwards & Sons March 2000 - October 2008
AG Edwards March 2000 - October 2008
A.G. Edwards March 2000 - October 2008
AG Edwards & Sons, Inc. March 2000 - October 2008
OSF Healthcare 1993 - 2000
Skills
SDLC, Visio, Business Analysis, Requirements Gathering, Requirements Analysis, Process Improvement, Vendor Management, SharePoint, Project Management, Systems Analysis, Integration, Business Intelligence, PMO, Software Documentation, Business Requirements, PMP, Unix, IT Strategy, Enterprise Architecture
Education
The University of Texas at San Antonio 1985 — 1986
Eastern Illinois University 1980 — 1984
Bachelor of Science (B.S.), Computational Mathematics
Wells Fargo Advisors November 2012 - Present
Wells Fargo (formerly Wachovia Securities/ A. G. Edwards) October 2009 - November 2012
Wells Fargo Advisors October 2009 - November 2012
AG Edwards/Wachovia Securities October 2008 - October 2009
Wachovia Securities October 2008 - October 2009
A.G. Edwards & Sons March 2000 - October 2008
AG Edwards March 2000 - October 2008
A.G. Edwards March 2000 - October 2008
AG Edwards & Sons, Inc. March 2000 - October 2008
OSF Healthcare 1993 - 2000
Skills
SDLC, Visio, Business Analysis, Requirements Gathering, Requirements Analysis, Process Improvement, Vendor Management, SharePoint, Project Management, Systems Analysis, Integration, Business Intelligence, PMO, Software Documentation, Business Requirements, PMP, Unix, IT Strategy, Enterprise Architecture
Education
The University of Texas at San Antonio 1985 — 1986
Eastern Illinois University 1980 — 1984
Bachelor of Science (B.S.), Computational Mathematics
Allen Llloyd's Wachovia Securities Experience Software DeveloperWachovia1995 - Present
Job Software Developer at Wachovia Securities
Industry Information Technology and Services
Experience
Wachovia Securities Software DeveloperWachovia1995 - Present
Wachovia Bank 1995 - Present
Education
Elon University 1983 — 1987
Wachovia Securities Software DeveloperWachovia1995 - Present
Wachovia Bank 1995 - Present
Education
Elon University 1983 — 1987
Brad DuPree's Wachovia Securities Experience June 2003 - July 2005
Job Wells Fargo Shareowner Services; Vice President Sales, Transfer Agent and Corporate Actions
Industry Banking
Experience
Wells Fargo January 2010 - Present
Wells Fargo April 2008 - February 2010
SunTrust Bank November 2005 - April 2008
Wachovia Securities June 2003 - July 2005
Wachovia Securities June 2000 - June 2003
Skills
Portfolio Management
Education
Duke University 1996 — 2000
BA, Economics
Wells Fargo January 2010 - Present
Wells Fargo April 2008 - February 2010
SunTrust Bank November 2005 - April 2008
Wachovia Securities June 2003 - July 2005
Wachovia Securities June 2000 - June 2003
Skills
Portfolio Management
Education
Duke University 1996 — 2000
BA, Economics
Grier May's Wachovia Securities Experience January 2008 - December 2008
Job Marketing Assistant at Hanes
Industry Marketing and Advertising
Experience
Hanes September 2014 - Present
Liberty Hardware April 2014 - September 2014
Liberty Hardware June 2013 - March 2014
Wake Forest Schools of Business August 2011 - May 2013
Altria June 2012 - August 2012
T. Rowe Price December 2008 - June 2011
Wachovia Securities January 2008 - December 2008
T. Rowe Price March 2007 - January 2008
T. Rowe Price September 2006 - March 2007
Skills
Client Communication, Data Analysis, Process Improvement, Financial Analysis, Investments, Mutual Funds, Financial Modeling, Finance, Analysis, Leadership, Project Management, Team Leadership, Customer Service, Microsoft Excel, Team Building, Management, PowerPoint, Risk Management, Microsoft Office, Strategic Planning, Access, Forecasting, Business Strategy, Marketing, Sales
Education
Wake Forest University, Schools of Business 2011 — 2013
Master of Business Administration, Marketing and Financial Analysis
Wake Forest University, College of Arts and Sciences
Bachelor of Arts, Economics
Dickinson College 2002 — 2003
Garrison Forest 1990 — 2002
Hanes September 2014 - Present
Liberty Hardware April 2014 - September 2014
Liberty Hardware June 2013 - March 2014
Wake Forest Schools of Business August 2011 - May 2013
Altria June 2012 - August 2012
T. Rowe Price December 2008 - June 2011
Wachovia Securities January 2008 - December 2008
T. Rowe Price March 2007 - January 2008
T. Rowe Price September 2006 - March 2007
Skills
Client Communication, Data Analysis, Process Improvement, Financial Analysis, Investments, Mutual Funds, Financial Modeling, Finance, Analysis, Leadership, Project Management, Team Leadership, Customer Service, Microsoft Excel, Team Building, Management, PowerPoint, Risk Management, Microsoft Office, Strategic Planning, Access, Forecasting, Business Strategy, Marketing, Sales
Education
Wake Forest University, Schools of Business 2011 — 2013
Master of Business Administration, Marketing and Financial Analysis
Wake Forest University, College of Arts and Sciences
Bachelor of Arts, Economics
Dickinson College 2002 — 2003
Garrison Forest 1990 — 2002
Michael Wade's Wachovia Securities Experience January 2005 - December 2007
Job at Deloitte & Touche
Industry Capital Markets
Experience
Deloitte & Touche January 2009 - Present
Deloitte & Touche 2009 - Present
Wachovia January 2008 - December 2008
Wachovia Securities January 2005 - December 2007
Wachovia Securities January 2001 - January 2005
Wachovia Securities January 2000 - 2001
Mentor Investment Group January 1998 - January 2000
Mentor Investment Group January 1996 - January 1998
Mentor Investment Group January 1994 - January 1996
Wheat First Securities January 1993 - January 1994
Skills
Mergers, Strategy, Mergers & Acquisitions, Risk Management, Leadership, Project Management, Capital Markets, Governance, Management, Cross-functional Team..., Strategic Planning, Securities, Project Planning, Financial Modeling, Financial Analysis, Corporate Finance, Forecasting, Integration, Operational Risk..., Team Leadership, Finance, Team Building, Consulting
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA
Virginia Polytechnic Institute and State University 1985 — 1989
BS, Accounting
Deloitte & Touche January 2009 - Present
Deloitte & Touche 2009 - Present
Wachovia January 2008 - December 2008
Wachovia Securities January 2005 - December 2007
Wachovia Securities January 2001 - January 2005
Wachovia Securities January 2000 - 2001
Mentor Investment Group January 1998 - January 2000
Mentor Investment Group January 1996 - January 1998
Mentor Investment Group January 1994 - January 1996
Wheat First Securities January 1993 - January 1994
Skills
Mergers, Strategy, Mergers & Acquisitions, Risk Management, Leadership, Project Management, Capital Markets, Governance, Management, Cross-functional Team..., Strategic Planning, Securities, Project Planning, Financial Modeling, Financial Analysis, Corporate Finance, Forecasting, Integration, Operational Risk..., Team Leadership, Finance, Team Building, Consulting
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA
Virginia Polytechnic Institute and State University 1985 — 1989
BS, Accounting
Phil Insley's Wachovia Securities Experience March 2002 - June 2005
Job Financial Advisor at Martin/Wight & Company, LLC
Industry Financial Services
Experience
Martin/Wight & Company, LLC October 2012 - Present
Morgan Stanley Smith Barney May 2010 - October 2012
Cropper Concrete, Inc. August 2005 - March 2010
Wachovia Securities March 2002 - June 2005
Madison Trading, LLC March 2001 - March 2002
Deutsche Bank Alex. Brown Securities May 1994 - March 2001
Legg Mason November 1993 - May 1994
Education
Denison University 1989 — 1993
BA, Economics
Kent School 1985 — 1989
Kent, CT
Martin/Wight & Company, LLC October 2012 - Present
Morgan Stanley Smith Barney May 2010 - October 2012
Cropper Concrete, Inc. August 2005 - March 2010
Wachovia Securities March 2002 - June 2005
Madison Trading, LLC March 2001 - March 2002
Deutsche Bank Alex. Brown Securities May 1994 - March 2001
Legg Mason November 1993 - May 1994
Education
Denison University 1989 — 1993
BA, Economics
Kent School 1985 — 1989
Kent, CT
Shaurja Ray's Wachovia Securities Experience June 2007 - June 2009
Job Helius Holdings CoFounder, Entrepreneur, and Franchise Developer
Industry Venture Capital & Private Equity
Experience
Helius Holdings Inc. March 2014 - Present
J.P. Morgan March 2011 - February 2014
Neuberger Berman July 2010 - February 2011
Wells Fargo Securities June 2009 - June 2010
Wachovia Securities June 2007 - June 2009
SunTrust Robinson Humphrey May 2006 - August 2006
Skills
Financial Modeling, Equity Valuation, M&A experience, Bloomberg, Financial Statement..., Investments, Financial Analysis, Due Diligence, Value Investing, Capital Structure, Entrepreneurship, Fundraising, Startup Development, Real Estate Development, Construction Management, Small Business
Education
Emory University 2004 — 2007
B.A., Double Major in Economics & Mathematics
Helius Holdings Inc. March 2014 - Present
J.P. Morgan March 2011 - February 2014
Neuberger Berman July 2010 - February 2011
Wells Fargo Securities June 2009 - June 2010
Wachovia Securities June 2007 - June 2009
SunTrust Robinson Humphrey May 2006 - August 2006
Skills
Financial Modeling, Equity Valuation, M&A experience, Bloomberg, Financial Statement..., Investments, Financial Analysis, Due Diligence, Value Investing, Capital Structure, Entrepreneurship, Fundraising, Startup Development, Real Estate Development, Construction Management, Small Business
Education
Emory University 2004 — 2007
B.A., Double Major in Economics & Mathematics
John Linker's Wachovia Securities Experience 2003 - 2007
Job SVP, Treasurer & Corporate Development at JELDWEN
Industry Building Materials
Experience
JELD-WEN, inc 2012 - Present
UTC Aerospace Systems (formerly Goodrich Corporation) 2008 - 2012
Fidus Capital 2007 - 2008
Wachovia Securities 2003 - 2007
Banc of America Securities May 2002 - August 2002
Bank of America 1999 - 2001
Andersen Consulting 1997 - 1999
Skills
M&A due diligence, Valuation, Negotiation, Leveraged Finance, Mezzanine, Corporate Development, Integration, Strategic Planning, Business Strategy, M&A experience, High Yield, Loan Structuring, Financial Modeling, Board Presentations, Investor Relations, Investment Banking, Joint Ventures, Aerospace/Defense, Divestitures, Acquisition Integration, Corporate Finance, Treasury, Capital Markets, Capital Budgeting, Private Equity, International Business, Global Business..., Financial Management, Financial Planning, Due Diligence, Mergers & Acquisitions, Strategic Financial..., Financial Services, Debt Restructuring, Restructuring, Financial Analysis, Strategy, Executive Management, Business Valuation, Cash Flow Forecasting, Global Cash Management, Foreign Exchange, Cash Management, Treasury Management, Finance, Change Management, Investments, Sarbanes-Oxley Act, Portfolio Management, Forecasting
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA
Duke University 1993 — 1997
BA
Charlotte Latin
JELD-WEN, inc 2012 - Present
UTC Aerospace Systems (formerly Goodrich Corporation) 2008 - 2012
Fidus Capital 2007 - 2008
Wachovia Securities 2003 - 2007
Banc of America Securities May 2002 - August 2002
Bank of America 1999 - 2001
Andersen Consulting 1997 - 1999
Skills
M&A due diligence, Valuation, Negotiation, Leveraged Finance, Mezzanine, Corporate Development, Integration, Strategic Planning, Business Strategy, M&A experience, High Yield, Loan Structuring, Financial Modeling, Board Presentations, Investor Relations, Investment Banking, Joint Ventures, Aerospace/Defense, Divestitures, Acquisition Integration, Corporate Finance, Treasury, Capital Markets, Capital Budgeting, Private Equity, International Business, Global Business..., Financial Management, Financial Planning, Due Diligence, Mergers & Acquisitions, Strategic Financial..., Financial Services, Debt Restructuring, Restructuring, Financial Analysis, Strategy, Executive Management, Business Valuation, Cash Flow Forecasting, Global Cash Management, Foreign Exchange, Cash Management, Treasury Management, Finance, Change Management, Investments, Sarbanes-Oxley Act, Portfolio Management, Forecasting
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA
Duke University 1993 — 1997
BA
Charlotte Latin
Dave Loepker's Wachovia Securities Experience January 2006 - February 2008
Job Sr. Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2008 - Present
Wachovia Securities January 2006 - February 2008
A.G. Edwards & Sons, Inc. 1990 - 2006
Skills
Series 7, Series 63, Investment Advisory, Asset Allocation, Portfolio Management, Risk Management, Compliance, Separately Managed..., Series 66, Executive Management, Managed Accounts, Due Diligence, Team Management, Cost, Product Development, Asset Management, Mutual Funds, Series 24, Investments, ETFs, Alternative Investments, Investment Strategies, Trading, Bonds, Fixed Income, Equities, Financial Advisory, Stocks, Financial Analysis, Capital Markets, Wealth, Asset, Financial Markets, Equity Research, Credit, Securities, Financial Planning, Retirement, FINRA, Financial Services, Retirement Planning, Uniform Combined State...
Education
Fontbonne University 1996 — 1997
Master of Business Administration (M.B.A.)
Eastern Illinois University 1985 — 1989
Bachelor of Arts (B.A.)
Mater Dei High School
Wells Fargo Advisors, LLC February 2008 - Present
Wachovia Securities January 2006 - February 2008
A.G. Edwards & Sons, Inc. 1990 - 2006
Skills
Series 7, Series 63, Investment Advisory, Asset Allocation, Portfolio Management, Risk Management, Compliance, Separately Managed..., Series 66, Executive Management, Managed Accounts, Due Diligence, Team Management, Cost, Product Development, Asset Management, Mutual Funds, Series 24, Investments, ETFs, Alternative Investments, Investment Strategies, Trading, Bonds, Fixed Income, Equities, Financial Advisory, Stocks, Financial Analysis, Capital Markets, Wealth, Asset, Financial Markets, Equity Research, Credit, Securities, Financial Planning, Retirement, FINRA, Financial Services, Retirement Planning, Uniform Combined State...
Education
Fontbonne University 1996 — 1997
Master of Business Administration (M.B.A.)
Eastern Illinois University 1985 — 1989
Bachelor of Arts (B.A.)
Mater Dei High School
William Tribble's Wachovia Securities Experience May 2002 - July 2006
Job GBS Strategy and Transformation
Industry Financial Services
Experience
IBM GBS Strategy & Transformation October 2014 - Present
Financial Industry Technical Services, Inc. (FITS-Inc.) 2008 - May 2014
Raymond James Financial Inc. May 2012 - February 2014
PrimeVest Financial Services July 2011 - October 2011
Wells Fargo Advisors September 2009 - June 2011
Vanguard October 2008 - September 2009
LPL Financial December 2007 - September 2008
First Clearing LLC August 2006 - December 2007
Wachovia Securities May 2002 - July 2006
Skills
Financial Services, Analysis, Mutual Funds, Business Analysis, Banking, Finance, Project Management, Mergers & Acquisitions, Risk Management, Cross-functional Team..., Back Office, CRM, Trading, Fixed Income, Business Process..., Integration, Management Consulting, Business Strategy, Capital Markets, Equities, Quality Assurance, Security Operations, Strategic Planning, Change Management, Financial Modeling, Relationship Management, Program Management, Customer Operations, IT Audit, Data Analysis, Business Process..., Data Mapping, Equity Capital Markets, Order Management
Education
East Carolina University 1996 — 2002
Bachelor of Science, Business Administration; Managerial Finance
Tilburg University 2001 — 2002
International Marketing and Strategy
IBM GBS Strategy & Transformation October 2014 - Present
Financial Industry Technical Services, Inc. (FITS-Inc.) 2008 - May 2014
Raymond James Financial Inc. May 2012 - February 2014
PrimeVest Financial Services July 2011 - October 2011
Wells Fargo Advisors September 2009 - June 2011
Vanguard October 2008 - September 2009
LPL Financial December 2007 - September 2008
First Clearing LLC August 2006 - December 2007
Wachovia Securities May 2002 - July 2006
Skills
Financial Services, Analysis, Mutual Funds, Business Analysis, Banking, Finance, Project Management, Mergers & Acquisitions, Risk Management, Cross-functional Team..., Back Office, CRM, Trading, Fixed Income, Business Process..., Integration, Management Consulting, Business Strategy, Capital Markets, Equities, Quality Assurance, Security Operations, Strategic Planning, Change Management, Financial Modeling, Relationship Management, Program Management, Customer Operations, IT Audit, Data Analysis, Business Process..., Data Mapping, Equity Capital Markets, Order Management
Education
East Carolina University 1996 — 2002
Bachelor of Science, Business Administration; Managerial Finance
Tilburg University 2001 — 2002
International Marketing and Strategy
Stephanie Crowe's Wachovia Securities Experience February 2008 - March 2009
Job Owner/President at TelPower Solutions LLC
Industry Telecommunications
Experience
TelPower Solutions LLC April 2011 - Present
APEX Analytix March 2009 - January 2013
Wachovia Securities February 2008 - March 2009
APEX Analytix March 2004 - February 2008
Skills
Series 7, Auditing, Report Writing, Executive Reporting, Independent Financial..., Spanish, Access, Management, Accounts Payable
Education
Elon University - Martha and Spencer Love School of Business 2006 — 2009
MBA, Business
Elon University 1999 — 2003
BS, Minor in Spanish, International Business
WNHS 1995 — 1999
TelPower Solutions LLC April 2011 - Present
APEX Analytix March 2009 - January 2013
Wachovia Securities February 2008 - March 2009
APEX Analytix March 2004 - February 2008
Skills
Series 7, Auditing, Report Writing, Executive Reporting, Independent Financial..., Spanish, Access, Management, Accounts Payable
Education
Elon University - Martha and Spencer Love School of Business 2006 — 2009
MBA, Business
Elon University 1999 — 2003
BS, Minor in Spanish, International Business
WNHS 1995 — 1999
Kent Christian's Wachovia Securities Experience December 2005 - January 2009
Job President at Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
Wells Fargo Advisors July 2012 - Present
Wells Fargo Advisors January 2009 - July 2012
Wachovia Securities December 2005 - January 2009
Raymond James Financial December 2003 - December 2005
PlanMember Financial Corporation December 2000 - December 2003
Banc of America Investments August 1983 - September 2000
NationsBank 1983 - 2000
Education
Duke University 1979 — 1983
A.B., Economics
Wells Fargo Advisors July 2012 - Present
Wells Fargo Advisors January 2009 - July 2012
Wachovia Securities December 2005 - January 2009
Raymond James Financial December 2003 - December 2005
PlanMember Financial Corporation December 2000 - December 2003
Banc of America Investments August 1983 - September 2000
NationsBank 1983 - 2000
Education
Duke University 1979 — 1983
A.B., Economics
Dillon Bowles's Wachovia Securities Experience July 2001 - April 2009
Job Managing Director at RBS Citizens Financial Group
Industry Investment Banking
Experience
RBS Citizens Financial Group November 2013 - Present
Fidus Partners April 2009 - October 2013
Wachovia Securities July 2001 - April 2009
North Carolina Trust Comapny 1998 - 1999
Interstate Johnson Lane 1996 - 1997
Skills
Investment Banking, Start-ups, Private Equity, Financial Modeling, Investments, Entrepreneurship
Education
Duke University - The Fuqua School of Business 1999 — 2001
Masters, Business Administration
University of Virginia 1990 — 1994
BA, Economics, History
RBS Citizens Financial Group November 2013 - Present
Fidus Partners April 2009 - October 2013
Wachovia Securities July 2001 - April 2009
North Carolina Trust Comapny 1998 - 1999
Interstate Johnson Lane 1996 - 1997
Skills
Investment Banking, Start-ups, Private Equity, Financial Modeling, Investments, Entrepreneurship
Education
Duke University - The Fuqua School of Business 1999 — 2001
Masters, Business Administration
University of Virginia 1990 — 1994
BA, Economics, History
Gray Houghton's Wachovia Securities Experience 1990 - Present
Job Vice President Manager Account Services at Wachovia Securities
Industry Financial Services
Experience
Wachovia Securities 1990 - Present
Education
Emory and Henry College 1982 — 1987
Wachovia Securities 1990 - Present
Education
Emory and Henry College 1982 — 1987
Katie Schwarting's Wachovia Securities Experience July 1998 - February 2003
Job Partner at Bryan Cave LLP
Industry Law Practice
Experience
Bryan Cave LLP January 2009 - Present
Powell Goldstein LLP May 2007 - December 2008
Mortgage Bankers Association February 2003 - May 2007
Wachovia Securities July 1998 - February 2003
Education
University of North Carolina School of Law 1994 — 1997
JD, Law
Duke University 1990 — 1994
BA, History, Political Science
Bryan Cave LLP January 2009 - Present
Powell Goldstein LLP May 2007 - December 2008
Mortgage Bankers Association February 2003 - May 2007
Wachovia Securities July 1998 - February 2003
Education
University of North Carolina School of Law 1994 — 1997
JD, Law
Duke University 1990 — 1994
BA, History, Political Science
Roland Geilfuss's Wachovia Securities Experience REORG ProcessorEVEREN Clearing LLCFebruary 1995 - February 1997
Job AVP at First Clearing LLC, aka Wells Fargo Advisors
Industry Financial Services
Experience
Wachovia Securities REORG ProcessorEVEREN Clearing LLCFebruary 1995 - February 1997
Skills
Securities, Portfolio Management, Risk Management, Capital Markets
Education
Drake University 1977 — 1981
Wachovia Securities REORG ProcessorEVEREN Clearing LLCFebruary 1995 - February 1997
Skills
Securities, Portfolio Management, Risk Management, Capital Markets
Education
Drake University 1977 — 1981
Andy Horwitz's Wachovia Securities Experience July 1999 - December 2007
Job coCEO at Black Mountain Systems
Industry Financial Services
Experience
Black Mountain Systems January 2008 - Present
Wachovia Securities July 1999 - December 2007
Skills
Investments, Trading, Private Equity, Entrepreneurship, Banking, Credit, Financial Services, Leveraged Finance, Derivatives, Financial Modeling, Strategy, Business Analysis, Financial Analysis, Corporate Finance, Financial Markets, Risk Management, Trading Systems, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business 1997 — 1999
MBA, Finance
Emory University - Goizueta Business School 1987 — 1991
BBA, Finance
Black Mountain Systems January 2008 - Present
Wachovia Securities July 1999 - December 2007
Skills
Investments, Trading, Private Equity, Entrepreneurship, Banking, Credit, Financial Services, Leveraged Finance, Derivatives, Financial Modeling, Strategy, Business Analysis, Financial Analysis, Corporate Finance, Financial Markets, Risk Management, Trading Systems, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business 1997 — 1999
MBA, Finance
Emory University - Goizueta Business School 1987 — 1991
BBA, Finance
Guri Bath's Wachovia Securities Experience 2003 - 2005
Job Director Citi TMT
Industry Investment Banking
Experience
Citi June 2010 - Present
Deutsche Bank April 2005 - June 2010
Wachovia Securities - Media and Telecom Corporate Investment Banking 2004 - 2006
Wachovia 2003 - 2006
Wachovia Securities 2003 - 2005
Wachovia 2002 - 2004
Skills
Investment Banking, Valuation
Education
Emory University - Goizueta Business School 2001 — 2003
Citi June 2010 - Present
Deutsche Bank April 2005 - June 2010
Wachovia Securities - Media and Telecom Corporate Investment Banking 2004 - 2006
Wachovia 2003 - 2006
Wachovia Securities 2003 - 2005
Wachovia 2002 - 2004
Skills
Investment Banking, Valuation
Education
Emory University - Goizueta Business School 2001 — 2003
Aditya (Adi) Chugh's Wachovia Securities Experience 2004 - 2006
Job Managing Partner & CoFounder. at India Ventures Group
Industry Investment Banking
Experience
Dorado Media and Capital LLC April 2010 - Present
India Ventures Group January 2008 - Present
Kotak Mahindra Bank 2006 - 2007
Wachovia Securities 2004 - 2006
Education
Modern School 1986 — 1999
Dickinson College
Dorado Media and Capital LLC April 2010 - Present
India Ventures Group January 2008 - Present
Kotak Mahindra Bank 2006 - 2007
Wachovia Securities 2004 - 2006
Education
Modern School 1986 — 1999
Dickinson College
Ricky Childers's Wachovia Securities Experience Service Delivery ManagerRufaro Technology, LLC2007 - Present
Job Rufaro Technology, LLC/Project Manager at Wachovia Securities
Industry Banking
Experience
Wachovia Securities Service Delivery ManagerRufaro Technology, LLC2007 - Present
Bank of America May 2006 - December 2007
Education
Davidson College 2002 — 2006
Wachovia Securities Service Delivery ManagerRufaro Technology, LLC2007 - Present
Bank of America May 2006 - December 2007
Education
Davidson College 2002 — 2006
Eugene Wang's Wachovia Securities Experience May 2008 - August 2008
Job Software Developer at The New York Times
Industry Internet
Experience
The New York Times July 2013 - Present
LitCharts July 2013 - Present
8to18 Media, Inc. June 2013 - July 2013
The Blackstone Group July 2010 - January 2013
KPMG Advisory June 2009 - August 2009
The (Duke) Chronicle May 2008 - May 2009
Wachovia Securities May 2008 - August 2008
Skills
Ruby, JavaScript, Ruby on Rails, Bloomberg, HTML, CSS, Go, Web Development, Economics, Private Equity, Due Diligence, Financial Modeling, Git, jQuery, MySQL, Hedge Funds, RSpec, SASS, Microsoft Excel, PostgreSQL, Node.js, MongoDB, Backbone.js, Amazon Web Services...
Education
The Flatiron School 2013 — 2013
Programming and Web Development, Coding and Web Development
Duke University 2006 — 2010
Bachelors of Science, Economics
The New York Times July 2013 - Present
LitCharts July 2013 - Present
8to18 Media, Inc. June 2013 - July 2013
The Blackstone Group July 2010 - January 2013
KPMG Advisory June 2009 - August 2009
The (Duke) Chronicle May 2008 - May 2009
Wachovia Securities May 2008 - August 2008
Skills
Ruby, JavaScript, Ruby on Rails, Bloomberg, HTML, CSS, Go, Web Development, Economics, Private Equity, Due Diligence, Financial Modeling, Git, jQuery, MySQL, Hedge Funds, RSpec, SASS, Microsoft Excel, PostgreSQL, Node.js, MongoDB, Backbone.js, Amazon Web Services...
Education
The Flatiron School 2013 — 2013
Programming and Web Development, Coding and Web Development
Duke University 2006 — 2010
Bachelors of Science, Economics
Steve Mayo's Wachovia Securities Experience June 2007 - February 2009
Job Vice President at Precision
Industry Market Research
Experience
Precision February 2009 - Present
Wachovia Securities June 2007 - February 2009
Hewitt Associates June 2006 - August 2006
Skills
Data Mining, Segmentation, Analysis, Management, Banking, Statistics, Pricing, Valuation
Education
Davidson College 2003 — 2007
BA, Economics
Precision February 2009 - Present
Wachovia Securities June 2007 - February 2009
Hewitt Associates June 2006 - August 2006
Skills
Data Mining, Segmentation, Analysis, Management, Banking, Statistics, Pricing, Valuation
Education
Davidson College 2003 — 2007
BA, Economics
Sanya Woods's Wachovia Securities Experience July 2007 - April 2010
Job Internal Communications Manager at Wells Fargo Advisors
Industry Public Relations and Communications
Experience
Wells Fargo Advisors December 2012 - Present
Wachovia Securities July 2007 - April 2010
BCF Advertising & PR January 2005 - April 2007
The Cultural Arts Center at Glen Allen April 2002 - April 2004
The Salvation Army Richmond Area Command October 2000 - March 2002
Skills
Marketing Communications, Public Relations, Strategic Communications, Newsletters, Marketing, Public Speaking, Strategic Planning, Graphic Design, Photography, Publications, Research
Education
Virginia Commonwealth University 2006 — 2007
M.S., Strategic Communications
East Tennessee State University 1995 — 2000
B.A., Mass Communications
Wells Fargo Advisors December 2012 - Present
Wachovia Securities July 2007 - April 2010
BCF Advertising & PR January 2005 - April 2007
The Cultural Arts Center at Glen Allen April 2002 - April 2004
The Salvation Army Richmond Area Command October 2000 - March 2002
Skills
Marketing Communications, Public Relations, Strategic Communications, Newsletters, Marketing, Public Speaking, Strategic Planning, Graphic Design, Photography, Publications, Research
Education
Virginia Commonwealth University 2006 — 2007
M.S., Strategic Communications
East Tennessee State University 1995 — 2000
B.A., Mass Communications
Shalaundra Reed's Wachovia Securities Experience 2006 - 2008
Job Executive Assistant at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2006 - Present
Wachovia February 2007 - March 2010
Wachovia Securities 2006 - 2008
Skills
Time Management, Microsoft Excel, Access, Microsoft Office, Analysis, Investment Banking, PowerPoint, Public Speaking, Research, Competency Based..., Training, Project Coordination, Event Planning, Project Planning, Risk Management, Human Resources
Education
Keller Graduate School of Management of DeVry University 2013 — 2015
Master's degree, Human Resource Mananagement
DeVry University-North Carolina 2010 — 2012
Bachelor of Science (B.S.), Technical Management w/ Concentration in Criminal Justice
Wells Fargo August 2006 - Present
Wachovia February 2007 - March 2010
Wachovia Securities 2006 - 2008
Skills
Time Management, Microsoft Excel, Access, Microsoft Office, Analysis, Investment Banking, PowerPoint, Public Speaking, Research, Competency Based..., Training, Project Coordination, Event Planning, Project Planning, Risk Management, Human Resources
Education
Keller Graduate School of Management of DeVry University 2013 — 2015
Master's degree, Human Resource Mananagement
DeVry University-North Carolina 2010 — 2012
Bachelor of Science (B.S.), Technical Management w/ Concentration in Criminal Justice
Chris Elias's Wachovia Securities Experience June 2006 - September 2009
Job Research Analyst at Surveyor Capital (Citadel LLC)
Industry Investment Management
Experience
Citadel Investment Group February 2012 - Present
SAC Capital October 2009 - January 2012
Wachovia Securities June 2006 - September 2009
Ballast Point Ventures May 2005 - July 2005
Skills
Investment Banking, Equities, Mergers, Valuation, Financial Modeling, Bloomberg, Equity Research, Hedge Funds, Capital Markets, Investments
Education
Emory University 2002 — 2006
BA, Economics
Citadel Investment Group February 2012 - Present
SAC Capital October 2009 - January 2012
Wachovia Securities June 2006 - September 2009
Ballast Point Ventures May 2005 - July 2005
Skills
Investment Banking, Equities, Mergers, Valuation, Financial Modeling, Bloomberg, Equity Research, Hedge Funds, Capital Markets, Investments
Education
Emory University 2002 — 2006
BA, Economics
Mandy Bonifant's Wachovia Securities Experience April 2006 - December 2007
Job Registered Client Service Associate at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services December 2007 - Present
Wachovia Securities April 2006 - December 2007
Wachovia Bank December 1999 - April 2006
Education
East Carolina University 1993 — 1997
none, History Education
UBS Financial Services December 2007 - Present
Wachovia Securities April 2006 - December 2007
Wachovia Bank December 1999 - April 2006
Education
East Carolina University 1993 — 1997
none, History Education
C. Cole Osborne's Wachovia Securities Experience September 2005 - May 2006
Job Assistant Professor of English at Guilford Technical Community College
Industry Education Management
Experience
Guilford Technical Community College August 2010 - Present
Rowan Cabarrus Community College January 2009 - December 2011
The University of Virginia's College at Wise January 2010 - July 2010
South Piedmont Community College August 2007 - May 2010
Wachovia May 2006 - July 2007
Wachovia Securities September 2005 - May 2006
Food Lion May 2002 - August 2005
Skills
Teaching English, Business Communications, Technical Writing, Writing, Teaching, English, Public Speaking, PowerPoint, Research, Higher Education, Tutoring, Curriculum Design, Instructional Design, Adult Education, Distance Learning, Student Development
Education
University of the Cumberlands 2014 — 2016
Doctor of Education (Ed.D.), Higher Education/Higher Education Administration
East Carolina University 2007 — 2008
Master of Arts, English-Technical and Professional Communication
University of Virginia's College at Wise 2001 — 2005
Bachelor of Arts, Communication
Guilford Technical Community College August 2010 - Present
Rowan Cabarrus Community College January 2009 - December 2011
The University of Virginia's College at Wise January 2010 - July 2010
South Piedmont Community College August 2007 - May 2010
Wachovia May 2006 - July 2007
Wachovia Securities September 2005 - May 2006
Food Lion May 2002 - August 2005
Skills
Teaching English, Business Communications, Technical Writing, Writing, Teaching, English, Public Speaking, PowerPoint, Research, Higher Education, Tutoring, Curriculum Design, Instructional Design, Adult Education, Distance Learning, Student Development
Education
University of the Cumberlands 2014 — 2016
Doctor of Education (Ed.D.), Higher Education/Higher Education Administration
East Carolina University 2007 — 2008
Master of Arts, English-Technical and Professional Communication
University of Virginia's College at Wise 2001 — 2005
Bachelor of Arts, Communication
Linda Delaney's Wachovia Securities Experience January 2006 - December 2009
Job Managing Director Client Service Operations at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2010 - Present
Wachovia Securities January 2006 - December 2009
First Union National Bank February 2001 - December 2005
First Union National Bank April 1998 - February 2001
CoreStates Bank January 1996 - April 1998
Meridian Asset Management January 1990 - December 1995
Meridian Bank July 1982 - January 1990
Skills
Banking, Process Improvement, Asset Managment, Investments, Mutual Funds, Financial Services, Strategy, Leadership, Management, Credit, Business Development, Cash Management, Analysis, Finance, New Business Development, Business Process, Executive Management, Training, Risk Management, Securities, Relationship Management, Asset Management
Education
Dickinson College 1977 — 1981
Bachelor of Arts (BA), anthropology, biology
Wells Fargo Advisors January 2010 - Present
Wachovia Securities January 2006 - December 2009
First Union National Bank February 2001 - December 2005
First Union National Bank April 1998 - February 2001
CoreStates Bank January 1996 - April 1998
Meridian Asset Management January 1990 - December 1995
Meridian Bank July 1982 - January 1990
Skills
Banking, Process Improvement, Asset Managment, Investments, Mutual Funds, Financial Services, Strategy, Leadership, Management, Credit, Business Development, Cash Management, Analysis, Finance, New Business Development, Business Process, Executive Management, Training, Risk Management, Securities, Relationship Management, Asset Management
Education
Dickinson College 1977 — 1981
Bachelor of Arts (BA), anthropology, biology
Jon Alin's Wachovia Securities Experience 1999 - 2002
Job Senior Financial Advisor at The Alin Financial Group
Industry Financial Services
Experience
The Alin Financial Group May 2014 - Present
Summit Brokerage Services July 2010 - May 2014
Raymond James Financial Services October 2002 - July 2010
Wachovia Securities 1999 - 2002
Prudential Securities 1993 - 1999
Lexis/Nexis 1990 - 1993
Skills
Series 7, Investments, Securities, Retirement Planning, Series 63, Estate Planning, Investment Advisory, Mutual Funds, Asset Management, Fixed Income, Equities, Strategic Financial..., 401(k) Plans
Education
Emory University 1985 — 1989
BA, Political Science
Ardsley High School 1981 — 1985
The Alin Financial Group May 2014 - Present
Summit Brokerage Services July 2010 - May 2014
Raymond James Financial Services October 2002 - July 2010
Wachovia Securities 1999 - 2002
Prudential Securities 1993 - 1999
Lexis/Nexis 1990 - 1993
Skills
Series 7, Investments, Securities, Retirement Planning, Series 63, Estate Planning, Investment Advisory, Mutual Funds, Asset Management, Fixed Income, Equities, Strategic Financial..., 401(k) Plans
Education
Emory University 1985 — 1989
BA, Political Science
Ardsley High School 1981 — 1985
Douglas Carson's Wachovia Securities Experience 2000 - 2003
Job Senior Vice President, Insurance Investment Banking
Industry Investment Banking
Experience
FBR Capital Markets June 2003 - Present
Wachovia Securities 2000 - 2003
Federal Reserve Board June 1995 - July 1997
Skills
Capital Markets, Corporate Finance, Equities, Financial Modeling, Insurance, Mergers, Investment Banking, Private Equity, Valuation
Education
Duke University - The Fuqua School of Business 1998 — 2000
Trinity University 1990 — 1994
FBR Capital Markets June 2003 - Present
Wachovia Securities 2000 - 2003
Federal Reserve Board June 1995 - July 1997
Skills
Capital Markets, Corporate Finance, Equities, Financial Modeling, Insurance, Mergers, Investment Banking, Private Equity, Valuation
Education
Duke University - The Fuqua School of Business 1998 — 2000
Trinity University 1990 — 1994
Nicole Michienzi's Wachovia Securities Experience February 2009 - July 2009
Job Vice President at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities February 2014 - Present
Wells Fargo Securities August 2009 - January 2014
Wachovia Securities February 2009 - July 2009
Wachovia Securities June 2006 - January 2009
Skills
Investment Banking, Financial Modeling, Capital Markets, Fixed Income, Bloomberg, Series 7, Financial Analysis, Investments, Bonds, Corporate Finance, Securities, Credit Analysis, Series 63
Education
Duke University 2002 — 2006
Bachelor of Arts (B.A.), Economics and Spanish
Wells Fargo Securities February 2014 - Present
Wells Fargo Securities August 2009 - January 2014
Wachovia Securities February 2009 - July 2009
Wachovia Securities June 2006 - January 2009
Skills
Investment Banking, Financial Modeling, Capital Markets, Fixed Income, Bloomberg, Series 7, Financial Analysis, Investments, Bonds, Corporate Finance, Securities, Credit Analysis, Series 63
Education
Duke University 2002 — 2006
Bachelor of Arts (B.A.), Economics and Spanish
Theresa Roddy, CFP's Wachovia Securities Experience 2003 - 2006
Job Director, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2010 - Present
Wachovia Securities / Wells Fargo Advisors LLC January 2006 - August 2010
YWCA 2006 - 2010
Wachovia Securities 2003 - 2006
Morgan Stanley 1998 - 2003
American Express Financial Advisors 1990 - 1997
Skills
Strategy, Cross-functional Team..., Risk Management, Leadership, Management, Change Management
Education
Wharton School of Business 1998 — 2002
Executive Leadership
DePaul University 1971 — 1975
Finance
Dartmouth College - The Tuck School of Business at Dartmouth
Executive Education - Leadership
Merrill Lynch July 2010 - Present
Wachovia Securities / Wells Fargo Advisors LLC January 2006 - August 2010
YWCA 2006 - 2010
Wachovia Securities 2003 - 2006
Morgan Stanley 1998 - 2003
American Express Financial Advisors 1990 - 1997
Skills
Strategy, Cross-functional Team..., Risk Management, Leadership, Management, Change Management
Education
Wharton School of Business 1998 — 2002
Executive Leadership
DePaul University 1971 — 1975
Finance
Dartmouth College - The Tuck School of Business at Dartmouth
Executive Education - Leadership
Erin Dabney's Wachovia Securities Experience Client AssociateSmith Barney2005 - 2007
Job Financial Consultant at Wachovia Securities
Industry Financial Services
Experience
Wachovia Securities Client AssociateSmith Barney2005 - 2007
Education
Dickinson College
B.A.
Notre Dame of Maryland University
M.A.
Wachovia Securities Client AssociateSmith Barney2005 - 2007
Education
Dickinson College
B.A.
Notre Dame of Maryland University
M.A.
Fritz Porter's Wachovia Securities Experience 2006 - 2008
Job Partner at WestEnd Advisors
Industry Investment Management
Experience
WestEnd Advisors August 2008 - Present
Wachovia Securities 2006 - 2008
SSgA 2001 - 2003
Education
Davidson College
Duke University - The Fuqua School of Business
WestEnd Advisors August 2008 - Present
Wachovia Securities 2006 - 2008
SSgA 2001 - 2003
Education
Davidson College
Duke University - The Fuqua School of Business
Joseph Newell III's Wachovia Securities Experience September 2006 - September 2010
Job Vice President Structured Finance Transaction Manager at Wells Fargo Commercial Mortgage
Industry Banking
Experience
Wells Fargo September 2010 - Present
Wachovia Securities September 2006 - September 2010
GMAC Commercial Mortgage March 2002 - September 2006
Education
Drexel University - LeBow College of Business 2000 — 2001
MBA, Economics, Marketing
Gwynedd Mercy University 1996 — 2000
Bachelors, Business Administration
Wells Fargo September 2010 - Present
Wachovia Securities September 2006 - September 2010
GMAC Commercial Mortgage March 2002 - September 2006
Education
Drexel University - LeBow College of Business 2000 — 2001
MBA, Economics, Marketing
Gwynedd Mercy University 1996 — 2000
Bachelors, Business Administration
Bennett Cole's Wachovia Securities Experience March 1997 - February 2002
Job President at FalconBridge Capital Markets, LLC
Industry Investment Banking
Experience
FalconBridge Capital Markets, LLC October 2005 - Present
CSG Investments July 2004 - September 2005
Raymond James & Associates, Inc. February 2002 - March 2004
Wachovia Securities March 1997 - February 2002
Bank of America Securities July 1993 - March 1997
GE Capital June 1988 - July 1993
Education
Duke University - The Fuqua School of Business 1990 — 1992
MBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1984 — 1988
BS, Business Administration
FalconBridge Capital Markets, LLC October 2005 - Present
CSG Investments July 2004 - September 2005
Raymond James & Associates, Inc. February 2002 - March 2004
Wachovia Securities March 1997 - February 2002
Bank of America Securities July 1993 - March 1997
GE Capital June 1988 - July 1993
Education
Duke University - The Fuqua School of Business 1990 — 1992
MBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1984 — 1988
BS, Business Administration
William Cavey's Wachovia Securities Experience 1999 - 2003
Job BPV Capital Management
Industry Financial Services
Experience
BPV Capital Management - Back Porch Vista February 2015 - Present
Nuveen Investments October 2006 - 2015
Merrill Lynch Investment Managers 2005 - 2006
Merrill Lynch Investment Managers 2004 - 2006
Wachovia Securities, LLC 2000 - 2003
Wachovia Securities 1999 - 2003
Skills
Separately Managed..., Series 7, Wholesaling, ETFs, Investment Products, Mutual Funds, Closed-end Funds, Managed Accounts, Alternative Investments, Asset Allocation, Investment Strategies, Investments, Equities, Asset Management, Wealth Management, Investment Advisory, Series 63
Education
Elon University - Martha and Spencer Love School of Business 1986 — 1990
BS, Business Administration - Marketing Concentration
BPV Capital Management - Back Porch Vista February 2015 - Present
Nuveen Investments October 2006 - 2015
Merrill Lynch Investment Managers 2005 - 2006
Merrill Lynch Investment Managers 2004 - 2006
Wachovia Securities, LLC 2000 - 2003
Wachovia Securities 1999 - 2003
Skills
Separately Managed..., Series 7, Wholesaling, ETFs, Investment Products, Mutual Funds, Closed-end Funds, Managed Accounts, Alternative Investments, Asset Allocation, Investment Strategies, Investments, Equities, Asset Management, Wealth Management, Investment Advisory, Series 63
Education
Elon University - Martha and Spencer Love School of Business 1986 — 1990
BS, Business Administration - Marketing Concentration
Randy Keatley's Wachovia Securities Experience 2004 - 2008
Job Managing Director High Yield Capital Markets at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities 2009 - Present
Wachovia Securities 2004 - 2008
Wachovia Securities 1995 - 2004
JP Morgan 1991 - 1995
Dillon, Read & Co. 1990 - 1991
L.F. Rothschild & Co. 1987 - 1989
Education
Duke University - The Fuqua School of Business 1985 — 1987
Master of Business Administration
Duke University 1979 — 1983
BA, Chemistry/Economics
Wells Fargo Securities 2009 - Present
Wachovia Securities 2004 - 2008
Wachovia Securities 1995 - 2004
JP Morgan 1991 - 1995
Dillon, Read & Co. 1990 - 1991
L.F. Rothschild & Co. 1987 - 1989
Education
Duke University - The Fuqua School of Business 1985 — 1987
Master of Business Administration
Duke University 1979 — 1983
BA, Chemistry/Economics
Bobbie Trask's Wachovia Securities Experience 2007 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Wachovia Securities 2007 - Present
Apex Systems July 2007 - March 2009
Education
DePaul University 1995 — 1998
BA, World of Work
Wachovia Securities 2007 - Present
Apex Systems July 2007 - March 2009
Education
DePaul University 1995 — 1998
BA, World of Work
Hugh Fitzpatrick's Wachovia Securities Experience 1992 - 2006
Job President at Princeton Capital Management
Industry Financial Services
Experience
Princeton Capital Management 2006 - Present
Wachovia Securities 1992 - 2006
Wheat First Securities 1992 - 1996
Alex. Brown & Sons 1981 - 1992
Education
Duke University 1970 — 1974
BA, History
Princeton High School 1966 — 1970
Princeton Capital Management 2006 - Present
Wachovia Securities 1992 - 2006
Wheat First Securities 1992 - 1996
Alex. Brown & Sons 1981 - 1992
Education
Duke University 1970 — 1974
BA, History
Princeton High School 1966 — 1970
Tasha Gonska's Wachovia Securities Experience June 2006 - August 2006
Job Markit
Industry Financial Services
Experience
Markit September 2012 - Present
Bank of America Merrill Lynch June 2008 - August 2012
Bank of America June 2007 - August 2007
Wachovia Securities June 2006 - August 2006
Skills
Interest Rate..., Credit Derivatives, Swaps, Structured Products, Hedging, Derivatives, Fixed Income, Capital Markets, Quantitative Finance, Options, Currency, Bloomberg, Financial Markets, Volatility, Rates, Bonds, Trading, Commodity Markets, Investment Banking, Financial Modeling, Valuation
Education
Duke University 2004 — 2008
Bachelor of Science (B.S.), Major Economics, Minor Psychology
Markit September 2012 - Present
Bank of America Merrill Lynch June 2008 - August 2012
Bank of America June 2007 - August 2007
Wachovia Securities June 2006 - August 2006
Skills
Interest Rate..., Credit Derivatives, Swaps, Structured Products, Hedging, Derivatives, Fixed Income, Capital Markets, Quantitative Finance, Options, Currency, Bloomberg, Financial Markets, Volatility, Rates, Bonds, Trading, Commodity Markets, Investment Banking, Financial Modeling, Valuation
Education
Duke University 2004 — 2008
Bachelor of Science (B.S.), Major Economics, Minor Psychology
John Rafferty's Wachovia Securities Experience 1997 - 2002
Job Senior debt private placement investor and credit risk analyst
Industry Investment Management
Experience
Bank of America Merrill Lynch March 2010 - Present
New York Life Investment Management LLC July 2003 - June 2009
Wachovia Securities 1997 - 2002
Shawmut Bank (Connecticut National Bank) January 1986 - December 1996
Manufacturers Hanover Trust January 1980 - January 1986
Skills
Private Placements, Credit Analysis, Credit Risk, Portfolio Management, Relative Value, Risk Management, Emerging Markets, Corporate Finance, Valuation, Due Diligence, Financial Modeling, Financial Structuring, Bond Pricing, Investments, Fixed Income, Credit, Financial Analysis, Financial Risk, Finance
Education
The University of Connecticut School of Business 1991 — 1993
MBA
Trinity College-Hartford 1976 — 1979
BA, Economics
Deerfield Academy 1972 — 1975
Bank of America Merrill Lynch March 2010 - Present
New York Life Investment Management LLC July 2003 - June 2009
Wachovia Securities 1997 - 2002
Shawmut Bank (Connecticut National Bank) January 1986 - December 1996
Manufacturers Hanover Trust January 1980 - January 1986
Skills
Private Placements, Credit Analysis, Credit Risk, Portfolio Management, Relative Value, Risk Management, Emerging Markets, Corporate Finance, Valuation, Due Diligence, Financial Modeling, Financial Structuring, Bond Pricing, Investments, Fixed Income, Credit, Financial Analysis, Financial Risk, Finance
Education
The University of Connecticut School of Business 1991 — 1993
MBA
Trinity College-Hartford 1976 — 1979
BA, Economics
Deerfield Academy 1972 — 1975
Aekta Chawla's Wachovia Securities Experience August 2004 - December 2006
Job Certified Scrum Master, Business Analys
Industry Financial Services
Experience
Altria February 2014 - June 2015
Performance Food Group August 2013 - October 2013
TRAK America October 2012 - July 2013
Bank of America October 2010 - April 2011
Capital One Services January 2007 - December 2008
Wachovia Securities August 2004 - December 2006
Wachovia Bank January 2004 - August 2004
Archdel Cleaners January 1999 - December 2003
J K Corp Limited June 1993 - January 1999
Skills
SDLC, Business Analysis, Data Warehousing, Business Intelligence, Requirements Analysis, Vendor Management, Process Improvement, SQL, Agile Methodologies, Integration, Oracle, IT Strategy, ITIL, Requirements Gathering, Visio, Project Management, Teradata, Data Modeling, Risk Management, Program Management
Education
Delhi University
Bachelor of Science
S & P college of Communications
Post Graduate Diploma in Management, Personnel Management
Altria February 2014 - June 2015
Performance Food Group August 2013 - October 2013
TRAK America October 2012 - July 2013
Bank of America October 2010 - April 2011
Capital One Services January 2007 - December 2008
Wachovia Securities August 2004 - December 2006
Wachovia Bank January 2004 - August 2004
Archdel Cleaners January 1999 - December 2003
J K Corp Limited June 1993 - January 1999
Skills
SDLC, Business Analysis, Data Warehousing, Business Intelligence, Requirements Analysis, Vendor Management, Process Improvement, SQL, Agile Methodologies, Integration, Oracle, IT Strategy, ITIL, Requirements Gathering, Visio, Project Management, Teradata, Data Modeling, Risk Management, Program Management
Education
Delhi University
Bachelor of Science
S & P college of Communications
Post Graduate Diploma in Management, Personnel Management
Samantha Funk's Wachovia Securities Experience July 2006 - June 2008
Job Director at PNC Capital Markets LLC
Industry Investment Banking
Experience
PNC Capital Markets LLC February 2012 - Present
PNC Capital Markets LLC June 2010 - February 2012
Wachovia Securities July 2006 - June 2008
Education
Drexel University 2008 — 2010
MBA, Financial Management
Ursinus College 2002 — 2006
Bachelors, Business and Economics
PNC Capital Markets LLC February 2012 - Present
PNC Capital Markets LLC June 2010 - February 2012
Wachovia Securities July 2006 - June 2008
Education
Drexel University 2008 — 2010
MBA, Financial Management
Ursinus College 2002 — 2006
Bachelors, Business and Economics
Steven Michienzi's Wachovia Securities Experience June 2006 - June 2009
Job Vice President at Flexpoint Ford, LLC
Industry Venture Capital & Private Equity
Experience
Flexpoint Ford, LLC August 2012 - Present
Flexpoint Ford, LLC July 2009 - July 2012
Wachovia Securities June 2006 - June 2009
Education
Duke University 2002 — 2006
Bachelor of Science, Economics
Flexpoint Ford, LLC August 2012 - Present
Flexpoint Ford, LLC July 2009 - July 2012
Wachovia Securities June 2006 - June 2009
Education
Duke University 2002 — 2006
Bachelor of Science, Economics
Daniel Demers's Wachovia Securities Experience June 2008 - August 2008
Job
Industry Financial Services
Experience
Jeffrey A Parker November 2013 - November 2014
AdvisorShares June 2012 - October 2013
Demers Real Estate, Inc. September 2011 - May 2012
Congressional Bank January 2011 - August 2011
Communications Resource, Inc May 2009 - August 2009
Wachovia Securities June 2008 - August 2008
U.S. Department of Commerce July 2007 - August 2007
Education
Emory University 2006 — 2010
BBA, Finance
Emory University - Goizueta Business School 2006 — 2010
BBA, Finance
Walt Whitman High School 2002 — 2006
Jeffrey A Parker November 2013 - November 2014
AdvisorShares June 2012 - October 2013
Demers Real Estate, Inc. September 2011 - May 2012
Congressional Bank January 2011 - August 2011
Communications Resource, Inc May 2009 - August 2009
Wachovia Securities June 2008 - August 2008
U.S. Department of Commerce July 2007 - August 2007
Education
Emory University 2006 — 2010
BBA, Finance
Emory University - Goizueta Business School 2006 — 2010
BBA, Finance
Walt Whitman High School 2002 — 2006
Ann Damiani's Wachovia Securities Experience January 2003 - January 2007
Job Executive Office Research & Remediation Specialist at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2014 - Present
Wells Fargo January 2003 - October 2014
Wachovia May 2007 - April 2011
Wachovia Lending November 2007 - May 2008
Wachovia Securities January 2003 - January 2007
Citicorp Credit Services Inc November 1998 - September 2002
MBNA June 1998 - November 1998
Fairmont Supply Company February 1995 - December 1995
Production Systems Automation, Inc. April 1993 - July 1994
Skills
Retail Banking, Residential Mortgages, Credit Cards, Lines Of Credit, Home Equity Lines of..., IRAs, Brokerage, Home Equity Loans, Call Center, Cross Selling, Home Equity, Mutual Funds, Investments, Deposits, Coaching, AML, Customer Experience, Sales, Private Banking, Call Centers, Customer Service, Leadership, Banking, Process Improvement, Credit, Management, Microsoft Office
Education
Design Data, Inc 1994 — 1994
Certificate, Computer Aided Drafting
Delaware Technical and Community College-Stanton-Wilmington 1993 — 1994
Two Certificates, Construction Blueprint Reading & Residential Wiring
Wisconsin Indianhead Technical College 1984 — 1985
Advertising Sales
Wells Fargo October 2014 - Present
Wells Fargo January 2003 - October 2014
Wachovia May 2007 - April 2011
Wachovia Lending November 2007 - May 2008
Wachovia Securities January 2003 - January 2007
Citicorp Credit Services Inc November 1998 - September 2002
MBNA June 1998 - November 1998
Fairmont Supply Company February 1995 - December 1995
Production Systems Automation, Inc. April 1993 - July 1994
Skills
Retail Banking, Residential Mortgages, Credit Cards, Lines Of Credit, Home Equity Lines of..., IRAs, Brokerage, Home Equity Loans, Call Center, Cross Selling, Home Equity, Mutual Funds, Investments, Deposits, Coaching, AML, Customer Experience, Sales, Private Banking, Call Centers, Customer Service, Leadership, Banking, Process Improvement, Credit, Management, Microsoft Office
Education
Design Data, Inc 1994 — 1994
Certificate, Computer Aided Drafting
Delaware Technical and Community College-Stanton-Wilmington 1993 — 1994
Two Certificates, Construction Blueprint Reading & Residential Wiring
Wisconsin Indianhead Technical College 1984 — 1985
Advertising Sales
Michael Busche's Wachovia Securities Experience June 2007 - May 2009
Job Senior Associate at WELLS FARGO Securities, LLC
Industry Financial Services
Experience
WELLS FARGO Securities, LLC September 2009 - Present
Wachovia Securities June 2007 - May 2009
Skills
Financial Modeling, Capital Markets, Valuation, Financial Analysis, Quantitative Analysis, Mergers, Investment Banking, Finance, Cross-functional Team..., Equity Research, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA, Finance
WELLS FARGO Securities, LLC September 2009 - Present
Wachovia Securities June 2007 - May 2009
Skills
Financial Modeling, Capital Markets, Valuation, Financial Analysis, Quantitative Analysis, Mergers, Investment Banking, Finance, Cross-functional Team..., Equity Research, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA, Finance
Robert Weathers's Wachovia Securities Experience May 2002 - January 2005
Job Vice President, National Business Risk at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2011 - Present
Morgan Stanley Smith Barney July 2008 - January 2011
Smith Barney January 2005 - June 2008
Wachovia Securities May 2002 - January 2005
Waterhouse Securities August 1999 - October 2001
Skills
Series 7, Securities, Series 63, Equities, Asset Management, Series 24, Series 3, Series 9, Series 10, Series 65
Education
Elmhurst College 1995 — 1999
BS, Economics, Philosophy, Political Science, 3.98
Morgan Stanley January 2011 - Present
Morgan Stanley Smith Barney July 2008 - January 2011
Smith Barney January 2005 - June 2008
Wachovia Securities May 2002 - January 2005
Waterhouse Securities August 1999 - October 2001
Skills
Series 7, Securities, Series 63, Equities, Asset Management, Series 24, Series 3, Series 9, Series 10, Series 65
Education
Elmhurst College 1995 — 1999
BS, Economics, Philosophy, Political Science, 3.98
Edward Armstrong's Wachovia Securities Experience March 2000 - May 2005
Job Director Institutional Equity Research Sales at Avondale Partners
Industry Investment Banking
Experience
Avondale Partners June 2008 - Present
Ferris,Baker Watts Incorporated May 2005 - June 2008
Wachovia Securities March 2000 - May 2005
Skills
Investment Banking, Equity Research, Equities, Valuation, Financial Modeling, Portfolio Management, Investments, Asset Management, Structured Finance
Education
Darden Graduate School of Business Administration 1994 — 1996
Master of Business Administration (M.B.A.), Business Administration and Management, General
Duke University 1985 — 1989
Bachelor of Arts (B.A.), Economics and Political Science
Avondale Partners June 2008 - Present
Ferris,Baker Watts Incorporated May 2005 - June 2008
Wachovia Securities March 2000 - May 2005
Skills
Investment Banking, Equity Research, Equities, Valuation, Financial Modeling, Portfolio Management, Investments, Asset Management, Structured Finance
Education
Darden Graduate School of Business Administration 1994 — 1996
Master of Business Administration (M.B.A.), Business Administration and Management, General
Duke University 1985 — 1989
Bachelor of Arts (B.A.), Economics and Political Science
Claudia King's Wachovia Securities Experience 1996 - 2004
Job Managing Director, Relationship Management at BondDesk Group LLC
Industry Capital Markets
Experience
BondDesk Group LLC December 2004 - Present
Wachovia Securities 1996 - 2004
Skills
Relationship Management, Product Development , Strategic Planning, Partnerships, Finance, Budgets, Marketing, Contract Negotiation, System Implementations, System Design, Customer Support, Project Management, Training, Reporting, Regulatory and..., Quality Assurance
Education
Drew University 1991 — 1995
Bachelor or Arts, Political Science and Government
BondDesk Group LLC December 2004 - Present
Wachovia Securities 1996 - 2004
Skills
Relationship Management, Product Development , Strategic Planning, Partnerships, Finance, Budgets, Marketing, Contract Negotiation, System Implementations, System Design, Customer Support, Project Management, Training, Reporting, Regulatory and..., Quality Assurance
Education
Drew University 1991 — 1995
Bachelor or Arts, Political Science and Government
Merrill Lynch
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank