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
Jocelyne Fliger Jocelyne Fliger's Wachovia Securities Experience August 2005 - December 2005
Job Director of Senior Volunteer Programs at Elder Care Services, Inc.
Industry Nonprofit Organization Management
Experience
Elder Care Services, Inc. July 2014 - Present
Florida State University August 2012 - Present
2-1-1 Big Bend September 2007 - Present
2-1-1 Big Bend October 2007 - July 2014
2-1-1 Big Bend January 2006 - October 2007
Wachovia Securities August 2005 - December 2005
Wachovia Bank July 2004 - August 2005
Commander's Palace Restaurant September 2001 - June 2004
Skills
Social Media, Fundraising, Non-profits, Public Speaking, Community Outreach, Microsoft Office, Social Media Marketing, Project Planning, Volunteer Management, Public Relations, Research, Editing, Social Networking, Psychotherapy, Crisis Intervention, Customer Service, Team Building, Training, Event Management, PowerPoint, Microsoft Excel, Event Planning, Supervisory Skills, Social Services, Newsletters, Management, Mental Health Counseling, Time Management, Program Development, Grant Writing, Policy, Community Development, Program Management, Leadership, Nonprofits
Education
Florida State University 2012 — 2015
Master's degree, Social Work
Tulane University 1997 — 2001
Bachelor's degree, Sociology and Women's Studies
The University of Akron 1996 — 1997
High School, General
Elder Care Services, Inc. July 2014 - Present
Florida State University August 2012 - Present
2-1-1 Big Bend September 2007 - Present
2-1-1 Big Bend October 2007 - July 2014
2-1-1 Big Bend January 2006 - October 2007
Wachovia Securities August 2005 - December 2005
Wachovia Bank July 2004 - August 2005
Commander's Palace Restaurant September 2001 - June 2004
Skills
Social Media, Fundraising, Non-profits, Public Speaking, Community Outreach, Microsoft Office, Social Media Marketing, Project Planning, Volunteer Management, Public Relations, Research, Editing, Social Networking, Psychotherapy, Crisis Intervention, Customer Service, Team Building, Training, Event Management, PowerPoint, Microsoft Excel, Event Planning, Supervisory Skills, Social Services, Newsletters, Management, Mental Health Counseling, Time Management, Program Development, Grant Writing, Policy, Community Development, Program Management, Leadership, Nonprofits
Education
Florida State University 2012 — 2015
Master's degree, Social Work
Tulane University 1997 — 2001
Bachelor's degree, Sociology and Women's Studies
The University of Akron 1996 — 1997
High School, General
Robert Cancelliere Robert Cancelliere's Wachovia Securities Experience 1996 - 2002
Job Senior Vice President at Atlantic Capital Bank
Industry Real Estate
Experience
Atlantic Capital Bank April 2007 - Present
FFI Real Estate USA, LLC 2004 - 2007
WestWind Capital Partners 2002 - 2004
Wachovia Securities 1996 - 2002
Forest City Ratner Companies 1990 - 1995
Andersen Consulting 1984 - 1987
Skills
Portfolio Management, Underwriting, Credit Analysis, Capital Markets, Asset Managment, Financial Analysis, Credit, Commercial Lending, Banking, Financial Modeling, Due Diligence, Commercial Banking, Asset Management, Financial Structuring, Loans
Education
New York University 1988 — 1990
MS, Real Estate Development & Investment
Fairfield University 1980 — 1984
MS, Accounting
Atlantic Capital Bank April 2007 - Present
FFI Real Estate USA, LLC 2004 - 2007
WestWind Capital Partners 2002 - 2004
Wachovia Securities 1996 - 2002
Forest City Ratner Companies 1990 - 1995
Andersen Consulting 1984 - 1987
Skills
Portfolio Management, Underwriting, Credit Analysis, Capital Markets, Asset Managment, Financial Analysis, Credit, Commercial Lending, Banking, Financial Modeling, Due Diligence, Commercial Banking, Asset Management, Financial Structuring, Loans
Education
New York University 1988 — 1990
MS, Real Estate Development & Investment
Fairfield University 1980 — 1984
MS, Accounting
Michelle Gibson Michelle Gibson's Wachovia Securities Experience January 2002 - August 2005
Job Product Administrator at ESAB Welding and Cutting Products
Industry Consumer Goods
Experience
ESAB Welding and Cutting Products August 2005 - Present
Wachovia Securities January 2002 - August 2005
Skills
Engineering, Weld, Manufacturing, Metallurgy, Sales Management, Welding, Team Leadership, Steel, Product Development, Automation, Continuous Improvement, Lean Manufacturing, Robotics, Training, Team Building, Process Engineering, Metal Fabrication, Product Management, SAP, Project Planning, Process Improvement, Materials, Customer Satisfaction, Executive..., 5S, Kaizen, Automotive, Root Cause Analysis, Cross-functional Team..., Six Sigma, Purchasing, Manufacturing..., Manufacturing..., Value Stream Mapping, Machining, Value Selling, Quality Management, Key Account Management, Operational Excellence, Negotiation, Supply Chain Management, Inventory Management, Stainless Steel, Metals, Cnc, Sales Operations, Aluminum, Sales Force Development, FMEA, Contract Negotiation
Education
Francis Marion University 1996 — 1997
FDTC 1993 — 1995
Elementary Education and Teaching
ESAB Welding and Cutting Products August 2005 - Present
Wachovia Securities January 2002 - August 2005
Skills
Engineering, Weld, Manufacturing, Metallurgy, Sales Management, Welding, Team Leadership, Steel, Product Development, Automation, Continuous Improvement, Lean Manufacturing, Robotics, Training, Team Building, Process Engineering, Metal Fabrication, Product Management, SAP, Project Planning, Process Improvement, Materials, Customer Satisfaction, Executive..., 5S, Kaizen, Automotive, Root Cause Analysis, Cross-functional Team..., Six Sigma, Purchasing, Manufacturing..., Manufacturing..., Value Stream Mapping, Machining, Value Selling, Quality Management, Key Account Management, Operational Excellence, Negotiation, Supply Chain Management, Inventory Management, Stainless Steel, Metals, Cnc, Sales Operations, Aluminum, Sales Force Development, FMEA, Contract Negotiation
Education
Francis Marion University 1996 — 1997
FDTC 1993 — 1995
Elementary Education and Teaching
Eda Ecevit's Wachovia Securities Experience December 2007 - January 2010
Job Scrum Master / Senior Business Analyst at Scottrade
Industry Information Technology and Services
Experience
Scottrade December 2011 - September 2014
Wells Fargo Advisors November 2010 - December 2011
Berlitz February 2011 - September 2011
Wachovia Securities December 2007 - January 2010
AG Edwards & Sons January 2007 - August 2007
AG Edwards & Sons October 2006 - December 2006
Skills
Business Analysis, Process Improvement, Vendor Management, Project Planning, Customer Service, Analysis, Relationship Management, SQL, Project Management, Test Coordination, UAT coordination, Compliance, Regulatory Requirements, Requirements Gathering, Cross-functional Team..., SAP, SDLC, Testing, Business Requirements, Visio, Requirements Analysis, Management
Education
Troy University 2002 — 2005
MBA, General Management
1996 — 2001
BS, Economics/Finance
Ankara Ataturk Anadolu Lisesi 1993 — 1995
High School, Math
Scottrade December 2011 - September 2014
Wells Fargo Advisors November 2010 - December 2011
Berlitz February 2011 - September 2011
Wachovia Securities December 2007 - January 2010
AG Edwards & Sons January 2007 - August 2007
AG Edwards & Sons October 2006 - December 2006
Skills
Business Analysis, Process Improvement, Vendor Management, Project Planning, Customer Service, Analysis, Relationship Management, SQL, Project Management, Test Coordination, UAT coordination, Compliance, Regulatory Requirements, Requirements Gathering, Cross-functional Team..., SAP, SDLC, Testing, Business Requirements, Visio, Requirements Analysis, Management
Education
Troy University 2002 — 2005
MBA, General Management
1996 — 2001
BS, Economics/Finance
Ankara Ataturk Anadolu Lisesi 1993 — 1995
High School, Math
Mark Goodson Mark Goodson's Wachovia Securities Experience 1998 - 2001
Job Owner at Accounting Professionals
Industry Capital Markets
Experience
Accounting Professionals of Asheville June 2012 - Present
Goodson Tax and Accounting Services, LLC 2004 - Present
First Ballantyne LLC May 2009 - May 2014
Tiden Capital LLC August 2007 - April 2009
PCM 2002 - 2009
Argent Management Company May 2002 - August 2007
Argent Funds Group 2002 - 2007
Bank of America Capital Management 2001 - 2002
Wachovia Securities 1998 - 2001
CapTrust 1998 - 1999
Skills
Quickbooks, Individual Taxes, Corporate Taxes, Accounting, Financial Reporting, Tax, Financial Analysis, Compliance, Banking, Financial Accounting, Securities, Hedge Funds, Financial Planning, Investments, Balance, Financial Modeling, Reconciliation, Equities, Fixed Income, Variance Analysis, Alternative Investments, Capital Markets, Account Reconciliation, FINRA, Finance, Internal Controls, Tax Preparation, Auditing, Strategic Financial..., Asset Management
Education
Georgia State University 1984 — 1987
MBA, Finance
Guilford College 1979 — 1981
BAS, Accounting
Accounting Professionals of Asheville June 2012 - Present
Goodson Tax and Accounting Services, LLC 2004 - Present
First Ballantyne LLC May 2009 - May 2014
Tiden Capital LLC August 2007 - April 2009
PCM 2002 - 2009
Argent Management Company May 2002 - August 2007
Argent Funds Group 2002 - 2007
Bank of America Capital Management 2001 - 2002
Wachovia Securities 1998 - 2001
CapTrust 1998 - 1999
Skills
Quickbooks, Individual Taxes, Corporate Taxes, Accounting, Financial Reporting, Tax, Financial Analysis, Compliance, Banking, Financial Accounting, Securities, Hedge Funds, Financial Planning, Investments, Balance, Financial Modeling, Reconciliation, Equities, Fixed Income, Variance Analysis, Alternative Investments, Capital Markets, Account Reconciliation, FINRA, Finance, Internal Controls, Tax Preparation, Auditing, Strategic Financial..., Asset Management
Education
Georgia State University 1984 — 1987
MBA, Finance
Guilford College 1979 — 1981
BAS, Accounting
Diane Rossini's Wachovia Securities Experience May 2006 - November 2006
Job Marketing Professional at DPR Construction
Industry Marketing and Advertising
Experience
DPR Construction February 2015 - Present
McCarthy Building Cos. February 2010 - February 2015
Incredible Adventures, Inc. September 2008 - November 2014
Starboard TCN Worldwide December 2006 - February 2010
Crashbella Studios 2004 - 2010
Wachovia Securities May 2006 - November 2006
Skills
InDesign, Photoshop, Illustrator, Word, Adobe Acrobat, QuarkXPress, PowerPoint, Salesforce.com, Deltek, Adobe Creative Suite, Graphic Design, Social Media Marketing, Social Media, Mac, Microsoft Office, Layout, Newsletters, Facebook, Social Networking, Marketing Communications, Brochures, Email Marketing, Graphics, Microsoft Word, Advertising, Logo Design
Education
George Mason University 2002 — 2005
BFA, Visual Communications, Art History
Virginia Commonwealth University 1997 — 2001
Art History, Sculpture
Lake Braddock Secondary 1992 — 1997
High School Diploma
DPR Construction February 2015 - Present
McCarthy Building Cos. February 2010 - February 2015
Incredible Adventures, Inc. September 2008 - November 2014
Starboard TCN Worldwide December 2006 - February 2010
Crashbella Studios 2004 - 2010
Wachovia Securities May 2006 - November 2006
Skills
InDesign, Photoshop, Illustrator, Word, Adobe Acrobat, QuarkXPress, PowerPoint, Salesforce.com, Deltek, Adobe Creative Suite, Graphic Design, Social Media Marketing, Social Media, Mac, Microsoft Office, Layout, Newsletters, Facebook, Social Networking, Marketing Communications, Brochures, Email Marketing, Graphics, Microsoft Word, Advertising, Logo Design
Education
George Mason University 2002 — 2005
BFA, Visual Communications, Art History
Virginia Commonwealth University 1997 — 2001
Art History, Sculpture
Lake Braddock Secondary 1992 — 1997
High School Diploma
Marc Vettori's Wachovia Securities Experience June 2002 - June 2004
Job Director of Human Resources
Industry Human Resources
Experience
Dansko June 2011 - Present
Dansko June 2009 - May 2011
Dansko June 2004 - July 2009
Wachovia Securities June 2002 - June 2004
Citigroup February 1996 - June 2002
Glasgow High School November 1995 - March 2000
Skills
Employee Engagement, Team Building, Recruiting, Human Resources, Team Leadership, Employee Benefits, Sourcing, Onboarding, Corporate Social..., Strategic Planning, Customer Service, Organizational..., Event Planning, Performance Management, Retail, Employee Relations, Talent Acquisition, Social Media, Leadership Development, Project Management, Microsoft Office, Training, Coaching, Talent Management, Leadership, Organizational..., Employee Training
Education
Goldey Beacom College 2012 — 2014
Master of Business Administration (M.B.A.), Human Resources Management and Services
University of Delaware 1989 — 1994
BS, English
Glasgow High School 1985 — 1989
College Prep, High School with Liberal Arts focus
Dansko June 2011 - Present
Dansko June 2009 - May 2011
Dansko June 2004 - July 2009
Wachovia Securities June 2002 - June 2004
Citigroup February 1996 - June 2002
Glasgow High School November 1995 - March 2000
Skills
Employee Engagement, Team Building, Recruiting, Human Resources, Team Leadership, Employee Benefits, Sourcing, Onboarding, Corporate Social..., Strategic Planning, Customer Service, Organizational..., Event Planning, Performance Management, Retail, Employee Relations, Talent Acquisition, Social Media, Leadership Development, Project Management, Microsoft Office, Training, Coaching, Talent Management, Leadership, Organizational..., Employee Training
Education
Goldey Beacom College 2012 — 2014
Master of Business Administration (M.B.A.), Human Resources Management and Services
University of Delaware 1989 — 1994
BS, English
Glasgow High School 1985 — 1989
College Prep, High School with Liberal Arts focus
Charlie Holloway, CFP®, CDFA™ Charlie Holloway, CFP®, CDFA™'s Wachovia Securities Experience 2000 - 2004
Job Managing Associate at Henssler Financial
Industry Financial Services
Experience
Henssler Financial 2008 - Present
UBS 2007 - 2008
Homrich Berg 2004 - 2007
Wachovia Securities 2000 - 2004
Skills
Investments, Alternative Investments, Bloomberg Terminal, Investment Strategies, Investment Management, Asset Allocation, Financial Modeling, Financial Analysis, Asset Managment, Wealth Management, Portfolio Management
Education
Georgia Tech 1995 — 2000
Bachelor of Science (B.S.), Management
The Lovett School 1989 — 1995
Henssler Financial 2008 - Present
UBS 2007 - 2008
Homrich Berg 2004 - 2007
Wachovia Securities 2000 - 2004
Skills
Investments, Alternative Investments, Bloomberg Terminal, Investment Strategies, Investment Management, Asset Allocation, Financial Modeling, Financial Analysis, Asset Managment, Wealth Management, Portfolio Management
Education
Georgia Tech 1995 — 2000
Bachelor of Science (B.S.), Management
The Lovett School 1989 — 1995
John Williams, Jr., CFP® John Williams, Jr., CFP®'s Wachovia Securities Experience June 2000 - May 2009
Job Managing Director at Lakeview Capital Partners, LLC
Industry Financial Services
Experience
Lakeview Capital Partners, LLC May 2013 - Present
Wells Fargo Advisors, LLC May 2009 - May 2013
Wachovia Securities June 2000 - May 2009
A.G. Edwards June 2000 - February 2008
Skills
Portfolio Management, Risk Management, Mergers & Acquisitions, Banking, Finance, Management, Retirement, Fixed Income, Series 7, Investments, Financial Analysis, Retirement Planning, Managerial Finance, Mutual Funds, Private Equity, Strategic Financial..., Wealth Management, Alternative Investments, Asset Management, Budgets, Commercial Banking, Credit, Credit Risk, Due Diligence, Estate Planning, Financial Modeling, Investment Banking, Asset Allocation, Equities
Education
Hampden-Sydney College 1996 — 2000
BA, Managerial Economics
Lakeview Capital Partners, LLC May 2013 - Present
Wells Fargo Advisors, LLC May 2009 - May 2013
Wachovia Securities June 2000 - May 2009
A.G. Edwards June 2000 - February 2008
Skills
Portfolio Management, Risk Management, Mergers & Acquisitions, Banking, Finance, Management, Retirement, Fixed Income, Series 7, Investments, Financial Analysis, Retirement Planning, Managerial Finance, Mutual Funds, Private Equity, Strategic Financial..., Wealth Management, Alternative Investments, Asset Management, Budgets, Commercial Banking, Credit, Credit Risk, Due Diligence, Estate Planning, Financial Modeling, Investment Banking, Asset Allocation, Equities
Education
Hampden-Sydney College 1996 — 2000
BA, Managerial Economics
Bordon Lai Bordon Lai's Wachovia Securities Experience June 2002 - October 2003
Job Private Equity Investment Professional
Industry Venture Capital & Private Equity
Experience
Quilvest USA, Inc. August 2015 - Present
Vision Capital June 2013 - July 2015
Pegasus Capital Advisors September 2004 - May 2013
CSFB October 2003 - August 2004
Wachovia Securities June 2002 - October 2003
Skills
Private Equity, Investments, Valuation, Due Diligence, Mergers & Acquisitions, Alternative Investments, LBO, Growth Capital, Portfolio Management, Strategy, Corporate Development, Leveraged Finance, Venture Capital, Investment Banking, Financial Modeling, Industry Research
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA
Georgetown University - The McDonough School of Business 1998 — 2002
Bachelor's degree
The London School of Economics and Political Science (LSE) 2000 — 2001
Quilvest USA, Inc. August 2015 - Present
Vision Capital June 2013 - July 2015
Pegasus Capital Advisors September 2004 - May 2013
CSFB October 2003 - August 2004
Wachovia Securities June 2002 - October 2003
Skills
Private Equity, Investments, Valuation, Due Diligence, Mergers & Acquisitions, Alternative Investments, LBO, Growth Capital, Portfolio Management, Strategy, Corporate Development, Leveraged Finance, Venture Capital, Investment Banking, Financial Modeling, Industry Research
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA
Georgetown University - The McDonough School of Business 1998 — 2002
Bachelor's degree
The London School of Economics and Political Science (LSE) 2000 — 2001
Kevin Lowe Kevin Lowe's Wachovia Securities Experience 2004 - 2007
Job Director Corporate and Investment Banking
Industry Financial Services
Experience
SunTrust Robinson Humphrey 2014 - Present
Bank of America Merrill Lynch 2007 - 2013
Wachovia Securities 2004 - 2007
Jesuit Volunteer Corps 2001 - 2002
KPMG LLP 1998 - 2001
Skills
Financial Analysis, Financial Modeling, Investment Banking, Capital Markets, Valuation, Corporate Finance, Due Diligence, Private Equity, Mergers, Equities, Fixed Income, Banking, Bloomberg, Finance
Education
Georgetown University - The McDonough School of Business 2002 — 2004
MBA
University of Colorado Boulder - Leeds School of Business 1994 — 1997
BS, Accounting and International Business
Institute for American Universities - Aix-en-Provence 1996 — 1996
Santa Clara University 1993 — 1994
SunTrust Robinson Humphrey 2014 - Present
Bank of America Merrill Lynch 2007 - 2013
Wachovia Securities 2004 - 2007
Jesuit Volunteer Corps 2001 - 2002
KPMG LLP 1998 - 2001
Skills
Financial Analysis, Financial Modeling, Investment Banking, Capital Markets, Valuation, Corporate Finance, Due Diligence, Private Equity, Mergers, Equities, Fixed Income, Banking, Bloomberg, Finance
Education
Georgetown University - The McDonough School of Business 2002 — 2004
MBA
University of Colorado Boulder - Leeds School of Business 1994 — 1997
BS, Accounting and International Business
Institute for American Universities - Aix-en-Provence 1996 — 1996
Santa Clara University 1993 — 1994
Francisco Villacis, MBA's Wachovia Securities Experience January 2000 - January 2004
Job JP Morgan
Industry Financial Services
Experience
J.P November 2004 - Present
WACHOVIA SECURITIES January 2000 - January 2004
IBM Ecuador May 1997 - December 1999
Bank of America January 1995 - January 1998
Skills
Investments, Securities, Financial Services, Series 7, Wealth Management, Relationship Management, Banking, Private Banking
Education
Goldey-Beacom College 2005 — 2007
MBA, Marketing
Goldey-Beacom College, Delaware 2005 2003 — 2005
MBA, Finance
Goldey-Beacom College, Delaware 2003 2000 — 2002
Bachelor Degree, Business Administration
Delaware Technical and Community
Associate Degree, Business Administration
J.P November 2004 - Present
WACHOVIA SECURITIES January 2000 - January 2004
IBM Ecuador May 1997 - December 1999
Bank of America January 1995 - January 1998
Skills
Investments, Securities, Financial Services, Series 7, Wealth Management, Relationship Management, Banking, Private Banking
Education
Goldey-Beacom College 2005 — 2007
MBA, Marketing
Goldey-Beacom College, Delaware 2005 2003 — 2005
MBA, Finance
Goldey-Beacom College, Delaware 2003 2000 — 2002
Bachelor Degree, Business Administration
Delaware Technical and Community
Associate Degree, Business Administration
Greg Streitman's Wachovia Securities Experience June 2007 - July 2008
Job Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2014 - Present
Commonwealth Capital Securities July 2008 - May 2009
Wachovia Securities June 2007 - July 2008
Fisher Investments March 2005 - September 2005
AmSouth Investment Services March 2002 - March 2005
Skills
Series 7, Mutual Funds, CRM, Business Development, Investments, Financial Services, Finance, Equities, Fixed Income, Leadership, Sales, Management, Marketing, Trading, Options, Small Business, Customer Retention, Coaching, Fixed Annuities, Banking
Education
Florida State University
Bachelors of science, International Marketing
Wells Fargo July 2014 - Present
Commonwealth Capital Securities July 2008 - May 2009
Wachovia Securities June 2007 - July 2008
Fisher Investments March 2005 - September 2005
AmSouth Investment Services March 2002 - March 2005
Skills
Series 7, Mutual Funds, CRM, Business Development, Investments, Financial Services, Finance, Equities, Fixed Income, Leadership, Sales, Management, Marketing, Trading, Options, Small Business, Customer Retention, Coaching, Fixed Annuities, Banking
Education
Florida State University
Bachelors of science, International Marketing
Gretchen Sabo Gretchen Sabo's Wachovia Securities Experience 2001 - 2003
Job
Industry Government Administration
Experience
Condominium Association November 2011 - Present
Fish Emergency Service, Inc. 2006 - January 2013
US Department of Veterans Affairs February 2006 - August 2011
RBC Wealth Management 2004 - 2006
Wachovia Securities 2001 - 2003
Chrome Systems January 2000 - June 2001
Lockheed Martin Corp. 1993 - 1999
Lockheed Martin Corporation 1990 - 1992
Lockheed Corporation 1986 - 1990
Dalmo Victor Company 1978 - 1986
Skills
Contract Management, Proposal Writing, Government, Policy, Leadership, Contract Negotiation, Procurement, Management, DoD, New Business Development, Budgets, Financial Analysis, Finance, Subcontracting, Oral & Written..., Cost Control, Construction, Text Editing
Education
Golden Gate University
MBA, Finance, 3.8 GPA
University of Puget Sound
BA, Education
Condominium Association November 2011 - Present
Fish Emergency Service, Inc. 2006 - January 2013
US Department of Veterans Affairs February 2006 - August 2011
RBC Wealth Management 2004 - 2006
Wachovia Securities 2001 - 2003
Chrome Systems January 2000 - June 2001
Lockheed Martin Corp. 1993 - 1999
Lockheed Martin Corporation 1990 - 1992
Lockheed Corporation 1986 - 1990
Dalmo Victor Company 1978 - 1986
Skills
Contract Management, Proposal Writing, Government, Policy, Leadership, Contract Negotiation, Procurement, Management, DoD, New Business Development, Budgets, Financial Analysis, Finance, Subcontracting, Oral & Written..., Cost Control, Construction, Text Editing
Education
Golden Gate University
MBA, Finance, 3.8 GPA
University of Puget Sound
BA, Education
Jeffrey Ketron's Wachovia Securities Experience 1993 - 2001
Job Director at Fannie Mae
Industry Financial Services
Experience
Fannie Mae 2008 - Present
Credit Suisse 2001 - 2008
Wachovia Securities 1993 - 2001
Travel, Hunt, Fish, Camp, Hike, Read, & Play Guitar 1992 - 1993
Skills
Commercial Real Estate, Underwriting, Due Diligence, Commercial Mortgages, Loans, Capital Markets, Finance, CMBS, Mortgage Banking, Loan Origination, Valuation, Real Estate Financing, Structured Finance, Financial Structuring, Securitization, Real Estate Economics
Education
Hampden-Sydney College
B.A., Political Science, with study in History
Fannie Mae 2008 - Present
Credit Suisse 2001 - 2008
Wachovia Securities 1993 - 2001
Travel, Hunt, Fish, Camp, Hike, Read, & Play Guitar 1992 - 1993
Skills
Commercial Real Estate, Underwriting, Due Diligence, Commercial Mortgages, Loans, Capital Markets, Finance, CMBS, Mortgage Banking, Loan Origination, Valuation, Real Estate Financing, Structured Finance, Financial Structuring, Securitization, Real Estate Economics
Education
Hampden-Sydney College
B.A., Political Science, with study in History
Brian Rubins Brian Rubins's Wachovia Securities Experience April 1998 - February 2002
Job Partner at TerraVista Consulting, LLC
Industry Financial Services
Experience
TerraVista Consulting, LLC July 2011 - Present
Wells Fargo Securities August 2003 - June 2011
Knight, Tallman & Company March 2002 - March 2003
Wachovia Securities April 1998 - February 2002
Wachovia Bank July 1994 - April 1998
Skills
Financial Analysis, Capital Markets, Mergers & Acquisitions, Credit, Finance, Risk Management, Structured Finance, Financial Risk, Relationship Management, Financial Services, Underwriting
Education
Georgia Institute of Technology 1992 — 1994
MS, Business
North Carolina State University 1987 — 1992
BS, Electrical Engineering
TerraVista Consulting, LLC July 2011 - Present
Wells Fargo Securities August 2003 - June 2011
Knight, Tallman & Company March 2002 - March 2003
Wachovia Securities April 1998 - February 2002
Wachovia Bank July 1994 - April 1998
Skills
Financial Analysis, Capital Markets, Mergers & Acquisitions, Credit, Finance, Risk Management, Structured Finance, Financial Risk, Relationship Management, Financial Services, Underwriting
Education
Georgia Institute of Technology 1992 — 1994
MS, Business
North Carolina State University 1987 — 1992
BS, Electrical Engineering
Daniel Grisham, Jr. Daniel Grisham, Jr.'s Wachovia Securities Experience March 2005 - April 2006
Job Site Administration Manager
Industry Financial Services
Experience
Wells Fargo Advisors February 2014 - Present
Wells Fargo Advisors March 2013 - January 2014
Wells Fargo Advisors, LLC April 2006 - March 2013
Wachovia Securities March 2005 - April 2006
Wachovia Bank October 2002 - March 2005
American Express Financial Advisors April 2000 - October 2001
Skills
Leadership, Analysis, Finance, Business Analysis, Management, Investments, Financial Services, Program Management, Training, Microsoft Excel, Relationship Management, Coaching, Strategic Financial..., PowerPoint, Financial Analysis, Financial Risk, Credit, Compliance, Community Outreach, Microsoft Word, Business Planning, Securities, Team Leadership, Budgets, Wealth Management, Uniform Combined State..., SharePoint, Insurance, Project Planning, Mutual Funds, Community Service, Strategic Leadership, FINRA, Trading, Excel, Word, Youth Leadership
Education
Florida Agricultural and Mechanical University 1995 — 1999
Bachelor of Science
University of Phoenix 2003 — 2006
MBA
Wells Fargo Advisors February 2014 - Present
Wells Fargo Advisors March 2013 - January 2014
Wells Fargo Advisors, LLC April 2006 - March 2013
Wachovia Securities March 2005 - April 2006
Wachovia Bank October 2002 - March 2005
American Express Financial Advisors April 2000 - October 2001
Skills
Leadership, Analysis, Finance, Business Analysis, Management, Investments, Financial Services, Program Management, Training, Microsoft Excel, Relationship Management, Coaching, Strategic Financial..., PowerPoint, Financial Analysis, Financial Risk, Credit, Compliance, Community Outreach, Microsoft Word, Business Planning, Securities, Team Leadership, Budgets, Wealth Management, Uniform Combined State..., SharePoint, Insurance, Project Planning, Mutual Funds, Community Service, Strategic Leadership, FINRA, Trading, Excel, Word, Youth Leadership
Education
Florida Agricultural and Mechanical University 1995 — 1999
Bachelor of Science
University of Phoenix 2003 — 2006
MBA
Tom Yacovino's Wachovia Securities Experience 2008 - 2009
Job President at Roster Financial
Industry Financial Services
Experience
Roster Financial 2012 - Present
Independent Financial Services Executive April 2012 - July 2012
Wells Fargo Advisors, LLC August 2010 - April 2012
Wells Fargo Advisors June 2009 - August 2010
Wachovia Securities 2008 - 2009
A.G. Edwards & Sons, Inc. October 1993 - May 2008
Merrill Lynch April 1987 - October 1993
Skills
Strategic Planning, Product Development, Series 7, Insurance, Long Term Care, Annuities, Retirement Planning, Risk Management, Series 66, Mutual Funds, Long-term Care, Fixed Annuities, Financial Services, Investments, Life Insurance, Retirement
Education
Fordham Gabelli School of Business 1985 — 1988
Master of Business Administration, Finance
University of Notre Dame 1977 — 1981
Bachelor of Business Administration, Finance
St. Joseph
Roster Financial 2012 - Present
Independent Financial Services Executive April 2012 - July 2012
Wells Fargo Advisors, LLC August 2010 - April 2012
Wells Fargo Advisors June 2009 - August 2010
Wachovia Securities 2008 - 2009
A.G. Edwards & Sons, Inc. October 1993 - May 2008
Merrill Lynch April 1987 - October 1993
Skills
Strategic Planning, Product Development, Series 7, Insurance, Long Term Care, Annuities, Retirement Planning, Risk Management, Series 66, Mutual Funds, Long-term Care, Fixed Annuities, Financial Services, Investments, Life Insurance, Retirement
Education
Fordham Gabelli School of Business 1985 — 1988
Master of Business Administration, Finance
University of Notre Dame 1977 — 1981
Bachelor of Business Administration, Finance
St. Joseph
Lee Bell's Wachovia Securities Experience 1999 - 2002
Job Founder & Principal at Ironside Investments
Industry Investment Management
Experience
Ironside Investments March 2012 - Present
Barren Ridge Investments May 2009 - May 2012
Courage Capital Management 2003 - 2008
Wachovia Securities 1999 - 2002
Skills
Investment Management, Portfolio Management, Asset Managment, Investments, Investment Advisory, Value Investing, Equity Research, Special Situations, Valuation, Financial Analysis, Equities, Hedge Funds, Fixed Income, Capital Markets, Private Placements, Distressed Debt, Business Strategy
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA
Furman University 1995 — 1999
BA
Chartered Financial Analyst
CFA
Ironside Investments March 2012 - Present
Barren Ridge Investments May 2009 - May 2012
Courage Capital Management 2003 - 2008
Wachovia Securities 1999 - 2002
Skills
Investment Management, Portfolio Management, Asset Managment, Investments, Investment Advisory, Value Investing, Equity Research, Special Situations, Valuation, Financial Analysis, Equities, Hedge Funds, Fixed Income, Capital Markets, Private Placements, Distressed Debt, Business Strategy
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA
Furman University 1995 — 1999
BA
Chartered Financial Analyst
CFA
Yolanda Frazier Yolanda Frazier's Wachovia Securities Experience May 2008 - June 2009
Job Accountant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2009 - Present
Wachovia Securities May 2008 - June 2009
A. G. Edwards & Sons September 2004 - May 2008
Skills
Accounts Payable, Quickbooks, PeopleSoft, Billing, Outlook
Education
Fontbonne University 2007 — 2011
Bachelors, Business Administration
Wells Fargo Advisors September 2009 - Present
Wachovia Securities May 2008 - June 2009
A. G. Edwards & Sons September 2004 - May 2008
Skills
Accounts Payable, Quickbooks, PeopleSoft, Billing, Outlook
Education
Fontbonne University 2007 — 2011
Bachelors, Business Administration
Karen Robins Karen Robins's Wachovia Securities Experience December 2003 - June 2006
Job LMSW Hospital & Health Care Professional
Industry Hospital & Health Care
Experience
Rogosin Institute (affiliated with New York-Presbyterian Hospital) September 2010 - May 2011
YMCA of Greater New York September 2009 - May 2010
Morgan Stanley October 2007 - October 2008
Lazard Asset Management July 2006 - October 2007
Wachovia Securities December 2003 - June 2006
Education
Fordham University 2009 — 2011
Master of Social Work (MSW)
University of Rochester 1997 — 2001
Bachelor of Arts (BA), English
Horace Mann High School 1993 — 1997
Rogosin Institute (affiliated with New York-Presbyterian Hospital) September 2010 - May 2011
YMCA of Greater New York September 2009 - May 2010
Morgan Stanley October 2007 - October 2008
Lazard Asset Management July 2006 - October 2007
Wachovia Securities December 2003 - June 2006
Education
Fordham University 2009 — 2011
Master of Social Work (MSW)
University of Rochester 1997 — 2001
Bachelor of Arts (BA), English
Horace Mann High School 1993 — 1997
Alison Brown Alison Brown's Wachovia Securities Experience November 2004 - September 2005
Job Blogger Specializing in Richmond Deals and News RichmondBargains.com
Industry Online Media
Experience
RichmondBargains.com June 2008 - Present
RVA News May 2009 - February 2013
Remax Commonwealth November 2005 - June 2007
Wachovia Securities November 2004 - September 2005
Skills
Photography, Social Media, Blogging, Social Media Marketing, Sales, Public Speaking, Public Relations, Social Networking, Marketing, Email Marketing
Education
Grove City College 2000 — 2003
Bachelor of Arts, Economics
RichmondBargains.com June 2008 - Present
RVA News May 2009 - February 2013
Remax Commonwealth November 2005 - June 2007
Wachovia Securities November 2004 - September 2005
Skills
Photography, Social Media, Blogging, Social Media Marketing, Sales, Public Speaking, Public Relations, Social Networking, Marketing, Email Marketing
Education
Grove City College 2000 — 2003
Bachelor of Arts, Economics
Christopher J. Cin, MBA, PMP, SSGB's Wachovia Securities Experience 2008 - 2008
Job University of Richmond MBA, Certified PMP, Six Sigma Green Belt, and Manager at CapTech Consulting
Industry Information Technology and Services
Experience
CapTech Consulting February 2007 - Present
Circuit City 2008 - 2009
Wachovia Securities 2008 - 2008
Wells Fargo August 2004 - January 2007
Hampden-Sydney College September 2001 - May 2003
Skills
Business Analysis, Strategy, Analysis, Financial Analysis, Risk Management, Leadership, Business Planning, Management Consulting, Business Strategy, Project Planning, Requirements Analysis, Requirements Gathering, Collaborative Project..., Training, Recruiting, Program Management, Project Management, Team Leadership, Thought Leadership, Management, SDLC, Consulting, Process Improvement, Business Process..., IT Strategy
Education
University of Richmond 2005 — 2009
MBA, Leadership, Finance, Economics, Marketing
University of Richmond - Robins School of Business 2005 — 2008
MBA, Business Administration, Strategic Leadership
Hampden-Sydney College 2000 — 2004
B.A., Economics
Midlothian High School 1996 — 2000
Honors Degree
CapTech Consulting February 2007 - Present
Circuit City 2008 - 2009
Wachovia Securities 2008 - 2008
Wells Fargo August 2004 - January 2007
Hampden-Sydney College September 2001 - May 2003
Skills
Business Analysis, Strategy, Analysis, Financial Analysis, Risk Management, Leadership, Business Planning, Management Consulting, Business Strategy, Project Planning, Requirements Analysis, Requirements Gathering, Collaborative Project..., Training, Recruiting, Program Management, Project Management, Team Leadership, Thought Leadership, Management, SDLC, Consulting, Process Improvement, Business Process..., IT Strategy
Education
University of Richmond 2005 — 2009
MBA, Leadership, Finance, Economics, Marketing
University of Richmond - Robins School of Business 2005 — 2008
MBA, Business Administration, Strategic Leadership
Hampden-Sydney College 2000 — 2004
B.A., Economics
Midlothian High School 1996 — 2000
Honors Degree
Michael A. Schneider Michael A. Schneider's Wachovia Securities Experience June 2007 - August 2007
Job Residential Insulation Finance Lead at Owens Corning
Industry Consumer Goods
Experience
Owens Corning January 2015 - Present
Owens Corning June 2013 - January 2015
Owens Corning May 2012 - June 2013
Armada Capital Group March 2012 - May 2012
Noble Wealth Management June 2010 - November 2011
University of Toledo May 2010 - May 2011
KeyBanc Capital Markets July 2008 - June 2009
Grace Brothers Landscaping, Inc May 2002 - June 2008
The University of Toledo August 2005 - May 2008
Wachovia Securities June 2007 - August 2007
Skills
Financial Analysis, Excel, PowerPoint, Financial Modeling, Loans, Economics, Sales Management, Microsoft Excel, Leadership
Education
University of Toledo 2010 — 2011
Master of Business Administration, Leadership
University of Toledo 2004 — 2008
Bachelor of Business Administration, Finance
European Business School Oestrich-Winkel 2007 — 2007
Owens Corning January 2015 - Present
Owens Corning June 2013 - January 2015
Owens Corning May 2012 - June 2013
Armada Capital Group March 2012 - May 2012
Noble Wealth Management June 2010 - November 2011
University of Toledo May 2010 - May 2011
KeyBanc Capital Markets July 2008 - June 2009
Grace Brothers Landscaping, Inc May 2002 - June 2008
The University of Toledo August 2005 - May 2008
Wachovia Securities June 2007 - August 2007
Skills
Financial Analysis, Excel, PowerPoint, Financial Modeling, Loans, Economics, Sales Management, Microsoft Excel, Leadership
Education
University of Toledo 2010 — 2011
Master of Business Administration, Leadership
University of Toledo 2004 — 2008
Bachelor of Business Administration, Finance
European Business School Oestrich-Winkel 2007 — 2007
Fania Berry Fania Berry's Wachovia Securities Experience March 2006 - October 2007
Job Executive Assistant to the CIO at Barnes & Noble College
Industry Information Technology and Services
Experience
Barnes & Noble College June 2014 - Present
PwC July 2011 - January 2014
PwC July 2009 - July 2011
PwC August 2008 - July 2009
Deloitte October 2007 - August 2008
WACHOVIA SECURITIES March 2006 - October 2007
Skills
Outlook, Microsoft Excel, PowerPoint, Microsoft Word, Budgets, Lotus Notes, Software Documentation, Microsoft Office, Customer Service, Employee Relations, Human Resources, Strategic Planning, Recruiting, Leadership, Analysis, Management
Education
STRAYER UNIVERSITY 2010 — 2013
MBA, Project Management, Final GPA 3.667
Nyack College 2007 — 2009
BS, Organizational Management
Essex County College
Associate, Liberal Arts
Barnes & Noble College June 2014 - Present
PwC July 2011 - January 2014
PwC July 2009 - July 2011
PwC August 2008 - July 2009
Deloitte October 2007 - August 2008
WACHOVIA SECURITIES March 2006 - October 2007
Skills
Outlook, Microsoft Excel, PowerPoint, Microsoft Word, Budgets, Lotus Notes, Software Documentation, Microsoft Office, Customer Service, Employee Relations, Human Resources, Strategic Planning, Recruiting, Leadership, Analysis, Management
Education
STRAYER UNIVERSITY 2010 — 2013
MBA, Project Management, Final GPA 3.667
Nyack College 2007 — 2009
BS, Organizational Management
Essex County College
Associate, Liberal Arts
Barbara Lagarto Barbara Lagarto's Wachovia Securities Experience 2005 - 2005
Job Senior Registered Client Associate
Industry Financial Services
Experience
UBS Financial Services Inc. November 2012 - Present
Merrill Lynch October 2005 - November 2012
Completely Organized January 2000 - August 2010
Wachovia Securities 2005 - 2005
Chuck's Steakhouse 2000 - 2005
Perfect Type March 1993 - May 2000
Education
Gibbs College 1980 — 1981
Executive Secretary
Danbury High School 1977 — 1980
UBS Financial Services Inc. November 2012 - Present
Merrill Lynch October 2005 - November 2012
Completely Organized January 2000 - August 2010
Wachovia Securities 2005 - 2005
Chuck's Steakhouse 2000 - 2005
Perfect Type March 1993 - May 2000
Education
Gibbs College 1980 — 1981
Executive Secretary
Danbury High School 1977 — 1980
Latoya Denise Brown Latoya Denise Brown's Wachovia Securities Experience September 2004 - November 2007
Job Fashion Stylist and Creative Consultant
Industry Apparel & Fashion
Experience
Latoya D. Brown STUDIO June 2011 - Present
New York Mercedes-Benz Fashion Week September 2010 - September 2011
ALTUZARRA November 2010 - June 2011
People Magazine, Hearst, Novartis March 2010 - November 2010
Edelman Financial Services November 2007 - March 2010
Wachovia Securities September 2004 - November 2007
Skills
Fashion, Social Media, Marketing, Styling, Merchandising, Sales, Social Media Marketing, Public Relations, Blogging, Press Releases, Event Planning, Apparel, Trend Analysis, Luxury Goods, Photoshop, Retail, Management
Education
Fashion Institute of Technology 2010 — 2011
Old Dominion University 2000 — 2004
Latoya D. Brown STUDIO June 2011 - Present
New York Mercedes-Benz Fashion Week September 2010 - September 2011
ALTUZARRA November 2010 - June 2011
People Magazine, Hearst, Novartis March 2010 - November 2010
Edelman Financial Services November 2007 - March 2010
Wachovia Securities September 2004 - November 2007
Skills
Fashion, Social Media, Marketing, Styling, Merchandising, Sales, Social Media Marketing, Public Relations, Blogging, Press Releases, Event Planning, Apparel, Trend Analysis, Luxury Goods, Photoshop, Retail, Management
Education
Fashion Institute of Technology 2010 — 2011
Old Dominion University 2000 — 2004
Steve Stinson, Realtor® Steve Stinson, Realtor®'s Wachovia Securities Experience 2001 - 2006
Job Huntsville / Madison Alabama Realtor®
Industry Real Estate
Experience
Huntsville Real Estate Agent, Alabama Realtor® 2005 - Present
Huntsville Real Estate Agent, Alabama Realtor® 2005 - Present
Huntsville Real Estate Agent, Alabama Realtor® 2005 - Present
Wachovia Securities 2001 - 2006
Morgan Stanley 1985 - 2001
Skills
Seminar Speaker, Teaching Adults, First Time Home Buyers, New Home Sales, Single Family Homes, Public Speaking, Conference Speaking, Teaching/mentoring, Sales Management, Revivalist, Workshop Leader, Real Estate, Listing Specialist, Listening Skills, Consensus Builder, Negotiation, Real Estate Investment, Christian, Green Building, Investment Properties, Team Building, Relocation, Coaching, Home, Sellers, Residential, Selling, Customer Relations, Contract Negotiation, Investments, Short Sales, Foreclosures, Real Estate Transactions, First Time Buyers, Buyer Representation, Referrals, Customer Service, Investors, Realty, Relocations, Consultative Selling, Team Leadership, Listings, Event Planning, Residential Homes, Leadership, Real Property, Buyers, Consensus Building, Real Estate Economics
Education
Faulkner University
BBA, Business Administration
University of Alabama 1976 — 1980
Engineering
Enterprise High School
Huntsville Real Estate Agent, Alabama Realtor® 2005 - Present
Huntsville Real Estate Agent, Alabama Realtor® 2005 - Present
Huntsville Real Estate Agent, Alabama Realtor® 2005 - Present
Wachovia Securities 2001 - 2006
Morgan Stanley 1985 - 2001
Skills
Seminar Speaker, Teaching Adults, First Time Home Buyers, New Home Sales, Single Family Homes, Public Speaking, Conference Speaking, Teaching/mentoring, Sales Management, Revivalist, Workshop Leader, Real Estate, Listing Specialist, Listening Skills, Consensus Builder, Negotiation, Real Estate Investment, Christian, Green Building, Investment Properties, Team Building, Relocation, Coaching, Home, Sellers, Residential, Selling, Customer Relations, Contract Negotiation, Investments, Short Sales, Foreclosures, Real Estate Transactions, First Time Buyers, Buyer Representation, Referrals, Customer Service, Investors, Realty, Relocations, Consultative Selling, Team Leadership, Listings, Event Planning, Residential Homes, Leadership, Real Property, Buyers, Consensus Building, Real Estate Economics
Education
Faulkner University
BBA, Business Administration
University of Alabama 1976 — 1980
Engineering
Enterprise High School
Ruth Wear Ruth Wear's Wachovia Securities Experience 2000 - 2004
Job Logistic Planning Analyst at Caterpillar
Industry Mining & Metals
Experience
Caterpillar Global Mining March 2006 - Present
Gyrus 2004 - 2006
Wachovia Securities 2000 - 2004
Independant Sales Represenative 1990 - 2000
Skills
Baan, Continuous Improvement, DMAIC, Global Sourcing, Inventory Management, Lean Manufacturing, MRP, Manufacturing, Materials Management, Process Improvement, Project Management, Purchasing, Six Sigma, Strategic Planning, Strategic Sourcing, Supplier Development, Supplier Negotiation, Supply Chain, Supply Chain Management, Supply Management, Team Building, Value Stream Mapping
Education
Gateway Technical College 1986 — 1988
Administrative Assistant/Secretarial
Section Manage University I (Quality), II (Focus on Customer) and III (Finance)
Caterpillar Global Mining March 2006 - Present
Gyrus 2004 - 2006
Wachovia Securities 2000 - 2004
Independant Sales Represenative 1990 - 2000
Skills
Baan, Continuous Improvement, DMAIC, Global Sourcing, Inventory Management, Lean Manufacturing, MRP, Manufacturing, Materials Management, Process Improvement, Project Management, Purchasing, Six Sigma, Strategic Planning, Strategic Sourcing, Supplier Development, Supplier Negotiation, Supply Chain, Supply Chain Management, Supply Management, Team Building, Value Stream Mapping
Education
Gateway Technical College 1986 — 1988
Administrative Assistant/Secretarial
Section Manage University I (Quality), II (Focus on Customer) and III (Finance)
Spencer Li Spencer Li's Wachovia Securities Experience June 2008 - August 2008
Job Project Finance Manager at Sempra Energy
Industry Oil & Energy
Experience
Sempra Energy December 2014 - Present
Sempra Energy April 2011 - December 2014
UGI Utilities, Inc. September 2009 - April 2011
Wachovia Securities June 2008 - August 2008
National Instruments April 2005 - July 2007
National Instruments August 2004 - April 2005
Caterpillar Financial May 2002 - August 2003
Skills
Financial Modeling, Competitive Analysis, Renewable Energy, Financial Analysis, Process Improvement, Data Analysis, Forecasting, Six Sigma, Cross-functional Team..., Project Management, Business Development, Mergers
Education
Emory University - Goizueta Business School 2007 — 2009
MBA, Finance, Leadership
Vanderbilt University 2000 — 2004
BS, Economics, Mathematics, Computer Science
Sempra Energy December 2014 - Present
Sempra Energy April 2011 - December 2014
UGI Utilities, Inc. September 2009 - April 2011
Wachovia Securities June 2008 - August 2008
National Instruments April 2005 - July 2007
National Instruments August 2004 - April 2005
Caterpillar Financial May 2002 - August 2003
Skills
Financial Modeling, Competitive Analysis, Renewable Energy, Financial Analysis, Process Improvement, Data Analysis, Forecasting, Six Sigma, Cross-functional Team..., Project Management, Business Development, Mergers
Education
Emory University - Goizueta Business School 2007 — 2009
MBA, Finance, Leadership
Vanderbilt University 2000 — 2004
BS, Economics, Mathematics, Computer Science
Tammy Hargrove's Wachovia Securities Experience May 2006 - March 2009
Job Tax/Cost Basis Analyst at First Clearing , Affiliate of Wells Fargo
Industry Financial Services
Experience
First Clearing , Affiliate of Wells Fargo November 2011 - Present
SunTrust Mo February 2010 - July 2011
Ame Cosmetics July 2009 - January 2011
Wachovia Securities May 2006 - March 2009
Wachovia Securities, LLC January 2005 - March 2006
Bostwick Laboratories May 2003 - May 2004
SunTrust Bank September 2002 - May 2004
Skills
Banking, Fixed Income, Securities, Investment Banking, Trading, Credit, Access, Equities, Asset Managment, Financial Analysis, Portfolio Management, Financial Services, Risk Management, Settlement, Data Entry, Investments, Capital Markets, Customer Service, Management, Asset Management, Series 7, Finance, Financial Risk, Analysis, Bonds, Cash Management
Education
George Mason University 1997 — 2000
BA
First Clearing , Affiliate of Wells Fargo November 2011 - Present
SunTrust Mo February 2010 - July 2011
Ame Cosmetics July 2009 - January 2011
Wachovia Securities May 2006 - March 2009
Wachovia Securities, LLC January 2005 - March 2006
Bostwick Laboratories May 2003 - May 2004
SunTrust Bank September 2002 - May 2004
Skills
Banking, Fixed Income, Securities, Investment Banking, Trading, Credit, Access, Equities, Asset Managment, Financial Analysis, Portfolio Management, Financial Services, Risk Management, Settlement, Data Entry, Investments, Capital Markets, Customer Service, Management, Asset Management, Series 7, Finance, Financial Risk, Analysis, Bonds, Cash Management
Education
George Mason University 1997 — 2000
BA
Doug Gurth Doug Gurth's Wachovia Securities Experience 2006 - 2007
Job Regional Account Executive at TransFirst
Industry Financial Services
Experience
TransFirst June 2013 - Present
James Madison University August 2012 - March 2013
Boys and Girls Club Harrisonburg Rockingham County 2007 - 2011
Wachovia, A Wells Fargo Company October 2007 - December 2010
Wachovia Securities 2006 - 2007
Wachovia Bank June 2004 - June 2006
New York Life Insurance Company June 2001 - January 2004
Skills
Credit, Banking, Loans, Investments, Series 63, Small Business Lending, Retirement Planning, Financial Analysis, Real Estate, Finance, Commercial Banking, Mortgage Lending, New Business Development, Insurance, Management, Consumer Lending, Portfolio Management, Business Strategy, Small Business, Analysis, Relationship Management, Coaching, Program Management, Mergers, Risk Management, Life Insurance, Strategic Planning, Customer Service, Negotiation, Mutual Funds, Leadership, Leadership Development, Financial Services, Marketing, Asset Managment, Commercial Lending, Retirement, Budgets, Sales, Business Development, Business Planning, Training, Asset Management
Education
Excelsior College 2000 — 2001
B.S., Linguistic Studies
Liberty University 2010 — 2012
Masters, Business Administration
TransFirst June 2013 - Present
James Madison University August 2012 - March 2013
Boys and Girls Club Harrisonburg Rockingham County 2007 - 2011
Wachovia, A Wells Fargo Company October 2007 - December 2010
Wachovia Securities 2006 - 2007
Wachovia Bank June 2004 - June 2006
New York Life Insurance Company June 2001 - January 2004
Skills
Credit, Banking, Loans, Investments, Series 63, Small Business Lending, Retirement Planning, Financial Analysis, Real Estate, Finance, Commercial Banking, Mortgage Lending, New Business Development, Insurance, Management, Consumer Lending, Portfolio Management, Business Strategy, Small Business, Analysis, Relationship Management, Coaching, Program Management, Mergers, Risk Management, Life Insurance, Strategic Planning, Customer Service, Negotiation, Mutual Funds, Leadership, Leadership Development, Financial Services, Marketing, Asset Managment, Commercial Lending, Retirement, Budgets, Sales, Business Development, Business Planning, Training, Asset Management
Education
Excelsior College 2000 — 2001
B.S., Linguistic Studies
Liberty University 2010 — 2012
Masters, Business Administration
Will Albright Will Albright's Wachovia Securities Experience June 2005 - June 2008
Job Vice President, Finance & Corporate Development
Industry Construction
Experience
IES August 2012 - Present
BBC Worldwide June 2011 - August 2011
BB&T Capital Partners July 2008 - May 2010
Wachovia Securities June 2005 - June 2008
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
MBA, General Management
Hampden-Sydney College 2001 — 2005
BS, Mathematical Economics and History
University of Oxford, St. Anne’s College 2003 — 2003
St. Stephen's & St. Agnes School 1997 — 2001
IES August 2012 - Present
BBC Worldwide June 2011 - August 2011
BB&T Capital Partners July 2008 - May 2010
Wachovia Securities June 2005 - June 2008
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
MBA, General Management
Hampden-Sydney College 2001 — 2005
BS, Mathematical Economics and History
University of Oxford, St. Anne’s College 2003 — 2003
St. Stephen's & St. Agnes School 1997 — 2001
Tracey Hinkle Tracey Hinkle's Wachovia Securities Experience January 2003 - April 2003
Job Accounting and Loan Processing Professional
Industry Financial Services
Experience
Hinkle & Associates April 2010 - Present
SunTrust Mortgage c/o IPlacement March 2008 - March 2010
Wells Fargo Home Mortgage October 2005 - August 2007
Wachovia Securities January 2003 - April 2003
Wachovia Securities November 2001 - December 2002
Wachovia Securities October 2001 - October 2001
Bank of America September 1999 - May 2000
Bank of America September 1999 - May 2000
Bank of America January 1999 - August 1999
US Army February 1988 - February 1992
Skills
Loan Processing, Mortgage Underwriting, Loan Origination, Loan Officer, First Time Home Buyers, Loan Closing/Reviewing, Desktop Underwriter (DU), Loan Prospector (LP), Automated Underwriter..., Credit Analysis, Mortgage Banking, Refinance, Credit Repair, Verbal and Written..., Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Customer Service, Tax Preparation, Accounts Payable &..., Quickbooks, Quicken, Account Reconciliation, Bank Statements, Month-End Close, Journal Entries, General Ledger
Education
Fayetteville Technical Community College 1994 — 1996
Associate of Arts (AA), Accounting
Hinkle & Associates April 2010 - Present
SunTrust Mortgage c/o IPlacement March 2008 - March 2010
Wells Fargo Home Mortgage October 2005 - August 2007
Wachovia Securities January 2003 - April 2003
Wachovia Securities November 2001 - December 2002
Wachovia Securities October 2001 - October 2001
Bank of America September 1999 - May 2000
Bank of America September 1999 - May 2000
Bank of America January 1999 - August 1999
US Army February 1988 - February 1992
Skills
Loan Processing, Mortgage Underwriting, Loan Origination, Loan Officer, First Time Home Buyers, Loan Closing/Reviewing, Desktop Underwriter (DU), Loan Prospector (LP), Automated Underwriter..., Credit Analysis, Mortgage Banking, Refinance, Credit Repair, Verbal and Written..., Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Customer Service, Tax Preparation, Accounts Payable &..., Quickbooks, Quicken, Account Reconciliation, Bank Statements, Month-End Close, Journal Entries, General Ledger
Education
Fayetteville Technical Community College 1994 — 1996
Associate of Arts (AA), Accounting
Fred Brown Fred Brown's Wachovia Securities Experience January 2008 - February 2009
Job Sales
Industry Human Resources
Experience
Sherwood Manor Residential Care, Inc. March 2009 - January 2015
Wachovia Securities January 2008 - February 2009
Citigroup Smith Barney February 2006 - January 2008
The Brown LLC, Washington January 2003 - January 2005
Independent Personal Trainer January 2001 - January 2003
Oce-USA, Inc. January 1999 - January 2001
Office Depot January 1997 - January 1999
Episcopal High School, Alexandria August 1991 - May 1996
Home Team Sports, a division of Fox Sports Media Group December 1986 - March 1991
Xerox August 1984 - January 1990
Education
Ohio University 2011 — 2013
M.S., Athletic Administration, Educational Leadership and Administration, General, 3.95
Georgetown University School of Law 1989 — 1991
Completed 32 Credit Hours, Law
Georgetown University 1980 — 1984
Bachelor of Science (B.S.), Socology
Sherwood Manor Residential Care, Inc. March 2009 - January 2015
Wachovia Securities January 2008 - February 2009
Citigroup Smith Barney February 2006 - January 2008
The Brown LLC, Washington January 2003 - January 2005
Independent Personal Trainer January 2001 - January 2003
Oce-USA, Inc. January 1999 - January 2001
Office Depot January 1997 - January 1999
Episcopal High School, Alexandria August 1991 - May 1996
Home Team Sports, a division of Fox Sports Media Group December 1986 - March 1991
Xerox August 1984 - January 1990
Education
Ohio University 2011 — 2013
M.S., Athletic Administration, Educational Leadership and Administration, General, 3.95
Georgetown University School of Law 1989 — 1991
Completed 32 Credit Hours, Law
Georgetown University 1980 — 1984
Bachelor of Science (B.S.), Socology
David Auerbach David Auerbach's Wachovia Securities Experience April 2002 - July 2007
Job Starwood Mortgage Capital, LLC.
Industry Commercial Real Estate
Experience
Starwood Mortgage Capital, LLC. May 2011 - Present
Cynergie Group, LLC. August 2009 - December 2010
Deutsche Bank July 2007 - March 2009
Wachovia Securities April 2002 - July 2007
Education
Florida International University
Bachelor, Business Administration
University of Miami
MBA
Starwood Mortgage Capital, LLC. May 2011 - Present
Cynergie Group, LLC. August 2009 - December 2010
Deutsche Bank July 2007 - March 2009
Wachovia Securities April 2002 - July 2007
Education
Florida International University
Bachelor, Business Administration
University of Miami
MBA
Rob Whittemore Rob Whittemore's Wachovia Securities Experience 2003 - 2004
Job Senior Vice President; Acquisitions and Dispositions at GrayCo, Inc.
Industry Commercial Real Estate
Experience
GrayCo, Inc. September 2007 - Present
BB&T Capital Markets 2004 - 2007
Wachovia Securities 2003 - 2004
Skills
Acquisitions, Corporate Finance, Disposition, Real Estate, Valuation, Equity Research, Finance, Leases, Rental Management, Due Diligence, Real Estate Economics
Education
Hampden-Sydney College 1997 — 2001
GrayCo, Inc. September 2007 - Present
BB&T Capital Markets 2004 - 2007
Wachovia Securities 2003 - 2004
Skills
Acquisitions, Corporate Finance, Disposition, Real Estate, Valuation, Equity Research, Finance, Leases, Rental Management, Due Diligence, Real Estate Economics
Education
Hampden-Sydney College 1997 — 2001
Peter Lesburg Peter Lesburg's Wachovia Securities Experience 2007 - 2009
Job Managing Director, Capital Markets at Realterm Global
Industry Real Estate
Experience
Realterm Global 2011 - Present
BridgeSpan Financial 2009 - 2011
Wachovia Securities 2007 - 2009
Stifel Nicolaus 2004 - 2007
Legg Mason 2004 - 2007
JP Morgan Securities 2002 - 2003
Education
Georgetown University Law Center
JD
Georgetown University - The McDonough School of Business
MBA
Harvard University
BA
The Roxbury Latin School
Realterm Global 2011 - Present
BridgeSpan Financial 2009 - 2011
Wachovia Securities 2007 - 2009
Stifel Nicolaus 2004 - 2007
Legg Mason 2004 - 2007
JP Morgan Securities 2002 - 2003
Education
Georgetown University Law Center
JD
Georgetown University - The McDonough School of Business
MBA
Harvard University
BA
The Roxbury Latin School
Marc Ratnowsky Marc Ratnowsky's Wachovia Securities Experience 1999 - 2002
Job Executive in New Business Development and Client Services in the Insurance and Financial sectors.
Industry Insurance
Experience
York Risk Services Group March 2008 - July 2011
York Risk Services March 2008 - July 2011
Business Development January 2007 - December 2007
Aon January 2007 - November 2007
Business Development March 2002 - October 2006
Marsh 2002 - 2006
WACHOVIA SECURITIES, INC January 1999 - January 2002
Wachovia Securities 1999 - 2002
Wachovia Securities 1999 - 2002
BANCAMERICA SECURITIES, INC January 1996 - January 1998
Skills
Risk Management, Capital Markets, Fixed Income, Derivatives, Investment Banking, Property & Casualty..., New Business Development, Insurance, Portfolio Management, Underwriting, Financial Risk, Legal Liability, Financial Analysis, Professional Liability, Strategic Planning, Mergers & Acquisitions, Strategy, Analysis, Claims Management, Management, Sales, Workers Compensation, Marketing, Casualty, Liability, Commercial Lines, Captives, D&O, Brokers, Excess, Commercial Insurance, Reinsurance, Employment Practices..., General Insurance, Claim, Claim Investigation, Litigation Management, Casualty Insurance
Education
Franklin Pierce University 1982 — 1986
Franklin Pierce University
Bachelor of Science, Finance & Management
NORTHWESTERN UNIVERSITY
M.B.A. Coursework, Asset Securitization
York Risk Services Group March 2008 - July 2011
York Risk Services March 2008 - July 2011
Business Development January 2007 - December 2007
Aon January 2007 - November 2007
Business Development March 2002 - October 2006
Marsh 2002 - 2006
WACHOVIA SECURITIES, INC January 1999 - January 2002
Wachovia Securities 1999 - 2002
Wachovia Securities 1999 - 2002
BANCAMERICA SECURITIES, INC January 1996 - January 1998
Skills
Risk Management, Capital Markets, Fixed Income, Derivatives, Investment Banking, Property & Casualty..., New Business Development, Insurance, Portfolio Management, Underwriting, Financial Risk, Legal Liability, Financial Analysis, Professional Liability, Strategic Planning, Mergers & Acquisitions, Strategy, Analysis, Claims Management, Management, Sales, Workers Compensation, Marketing, Casualty, Liability, Commercial Lines, Captives, D&O, Brokers, Excess, Commercial Insurance, Reinsurance, Employment Practices..., General Insurance, Claim, Claim Investigation, Litigation Management, Casualty Insurance
Education
Franklin Pierce University 1982 — 1986
Franklin Pierce University
Bachelor of Science, Finance & Management
NORTHWESTERN UNIVERSITY
M.B.A. Coursework, Asset Securitization
Marc Muscarella Marc Muscarella's Wachovia Securities Experience April 2002 - July 2006
Job President of Advanced Legal Resource, LLC.
Industry Legal Services
Experience
Advanced Legal Resource, LLC. November 2011 - Present
Suffolk Construction July 2008 - July 2009
Suffolk Construction July 2006 - July 2008
Wachovia Securities April 2002 - July 2006
Education
Florida Atlantic University 2007 — 2008
Certificate Program, Construction Project Coordinator
Florida Atlantic University 2004 — 2005
Masters, Business Administration
University of Florida 1998 — 2001
Bachelor of Science, Business Finance
Advanced Legal Resource, LLC. November 2011 - Present
Suffolk Construction July 2008 - July 2009
Suffolk Construction July 2006 - July 2008
Wachovia Securities April 2002 - July 2006
Education
Florida Atlantic University 2007 — 2008
Certificate Program, Construction Project Coordinator
Florida Atlantic University 2004 — 2005
Masters, Business Administration
University of Florida 1998 — 2001
Bachelor of Science, Business Finance
Bradford L Watkins Bradford L Watkins's Wachovia Securities Experience 1996 - 2002
Job Executive Vice President Director Real Estate Finance at State Bank & Trust
Industry Banking
Experience
State Bank & Trust January 2011 - Present
State Bank & Trust October 2009 - April 2011
Cornerstone Bank April 2007 - October 2009
RBC Centura December 2006 - February 2007
Flag Bank February 2002 - December 2006
Wachovia Securities 1996 - 2002
Wachovia Bank 1988 - 2002
Skills
Commercial Lending, Loans, Commercial Banking, Small Business Lending, Credit Analysis, Credit, Banking, Portfolio Management, Commercial Mortgages, Underwriting, Financial Analysis, Real Estate Economics, Asset Managment, Mortgage Lending, Investments, Financial Modeling, Risk Management, Capital Markets, Real Estate
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Executive Development Program
Georgia State University - J. Mack Robinson College of Business 1993 — 1996
MBA, Finance
Washington and Lee University 1984 — 1988
Bachelor of Arts (B.A.), European History
Baylor School 1981 — 1988
State Bank & Trust January 2011 - Present
State Bank & Trust October 2009 - April 2011
Cornerstone Bank April 2007 - October 2009
RBC Centura December 2006 - February 2007
Flag Bank February 2002 - December 2006
Wachovia Securities 1996 - 2002
Wachovia Bank 1988 - 2002
Skills
Commercial Lending, Loans, Commercial Banking, Small Business Lending, Credit Analysis, Credit, Banking, Portfolio Management, Commercial Mortgages, Underwriting, Financial Analysis, Real Estate Economics, Asset Managment, Mortgage Lending, Investments, Financial Modeling, Risk Management, Capital Markets, Real Estate
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Executive Development Program
Georgia State University - J. Mack Robinson College of Business 1993 — 1996
MBA, Finance
Washington and Lee University 1984 — 1988
Bachelor of Arts (B.A.), European History
Baylor School 1981 — 1988
Bill Hatcher's Wachovia Securities Experience October 2007 - December 2008
Job Retired/self employed
Industry Financial Services
Experience
Self employed October 2013 - Present
Wells Fargo Advisors January 2009 - October 2013
Wachovia Securities October 2007 - December 2008
A G Edwards July 2002 - September 2007
A G Edwards January 2001 - June 2002
A G Edwards January 1995 - December 2000
Skills
Series 7, Series 63, Wealth Management, Portfolio Management, Securities, Mutual Funds, Investments, Financial Services, Asset Allocation, FINRA, Investment Advisory, Retirement Planning
Education
Florida State University 1979 — 1981
BS, Business, Marketing
Self employed October 2013 - Present
Wells Fargo Advisors January 2009 - October 2013
Wachovia Securities October 2007 - December 2008
A G Edwards July 2002 - September 2007
A G Edwards January 2001 - June 2002
A G Edwards January 1995 - December 2000
Skills
Series 7, Series 63, Wealth Management, Portfolio Management, Securities, Mutual Funds, Investments, Financial Services, Asset Allocation, FINRA, Investment Advisory, Retirement Planning
Education
Florida State University 1979 — 1981
BS, Business, Marketing
Cari Walcott's Wachovia Securities Experience June 2005 - October 2007
Job Senior Manager Business Planning & Strategy at American Express
Industry Financial Services
Experience
American Express April 2014 - Present
American Express March 2012 - March 2014
American Express April 2010 - March 2012
American Express January 2008 - April 2010
Wachovia Securities June 2005 - October 2007
Deloitte Consulting June 2004 - August 2004
BackOffice Associates June 2003 - August 2003
Skills
Marketing Strategy, Segmentation, Marketing, Business Planning, Direct Marketing, Competitive Analysis, Market Research, Data Analysis, Analytics, Financial Modeling, Event Planning
Education
Georgetown University - The McDonough School of Business
BS, Marketing, International Business
John Burroughs School
American Express April 2014 - Present
American Express March 2012 - March 2014
American Express April 2010 - March 2012
American Express January 2008 - April 2010
Wachovia Securities June 2005 - October 2007
Deloitte Consulting June 2004 - August 2004
BackOffice Associates June 2003 - August 2003
Skills
Marketing Strategy, Segmentation, Marketing, Business Planning, Direct Marketing, Competitive Analysis, Market Research, Data Analysis, Analytics, Financial Modeling, Event Planning
Education
Georgetown University - The McDonough School of Business
BS, Marketing, International Business
John Burroughs School
Jon Sisson Jon Sisson's Wachovia Securities Experience March 2003 - May 2009
Job Senior Investment Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. June 2015 - Present
Wells Fargo Advisors May 2009 - June 2015
Wachovia Securities March 2003 - May 2009
Edward Jones August 1999 - March 2003
Skills
Retirement Planning, Asset Allocation, Income for Life, Investments, Portfolio Management, College Education..., Wealth Management...
Education
Georgia College and State University 1992 — 1996
Bachelor of Science (B.S.), Junior High/Intermediate/Middle School Education and Teaching
Raymond James Financial Services, Inc. June 2015 - Present
Wells Fargo Advisors May 2009 - June 2015
Wachovia Securities March 2003 - May 2009
Edward Jones August 1999 - March 2003
Skills
Retirement Planning, Asset Allocation, Income for Life, Investments, Portfolio Management, College Education..., Wealth Management...
Education
Georgia College and State University 1992 — 1996
Bachelor of Science (B.S.), Junior High/Intermediate/Middle School Education and Teaching
Bygie Dixon Bygie Dixon's Wachovia Securities Experience May 2003 - April 2005
Job Springleaf Financial
Industry Financial Services
Experience
The DARTON GROUP October 2012 - April 2014
Boston National Title May 2012 - October 2012
Wells Fargo Home Mortgage January 2011 - October 2011
Wells Fargo September 2008 - December 2010
Wachovia April 2005 - September 2008
Wachovia Securities May 2003 - April 2005
First Union National Bank February 2001 - May 2002
First Union National Bank April 1997 - February 2001
Turner Broadcasting November 1995 - April 1997
Peachtree Software February 1992 - October 1996
Skills
Strategic Planning, Strategic Leadership, Leading..., Cultural Transformation, Executive Team Alignment, Expense Management, Business Development, Executive Coaching, P&L Financial Management, Leadership, Coaching, Risk Management, Banking, Mortgage Lending, Valuation, Credit, Relationship Management, Financial Services, Loans, Strategy, Leadership Development, Vendor Management, Process Improvement, Underwriting, Retail Banking, Mergers & Acquisitions, Change Management, Management, Operational Risk..., Employee Engagement, Analysis, Team Management, Finance, Business Process, Sales, Team Leadership, Human Resources, Management Consulting, Sales Operations, Budgets, Financial Analysis, Business Process..., Business Analysis, Financial Risk, Portfolio Management, Outsourcing, Mortgage Banking, Corporate Finance, Executive Management, Analytics
Education
Georgia College and State University
The DARTON GROUP October 2012 - April 2014
Boston National Title May 2012 - October 2012
Wells Fargo Home Mortgage January 2011 - October 2011
Wells Fargo September 2008 - December 2010
Wachovia April 2005 - September 2008
Wachovia Securities May 2003 - April 2005
First Union National Bank February 2001 - May 2002
First Union National Bank April 1997 - February 2001
Turner Broadcasting November 1995 - April 1997
Peachtree Software February 1992 - October 1996
Skills
Strategic Planning, Strategic Leadership, Leading..., Cultural Transformation, Executive Team Alignment, Expense Management, Business Development, Executive Coaching, P&L Financial Management, Leadership, Coaching, Risk Management, Banking, Mortgage Lending, Valuation, Credit, Relationship Management, Financial Services, Loans, Strategy, Leadership Development, Vendor Management, Process Improvement, Underwriting, Retail Banking, Mergers & Acquisitions, Change Management, Management, Operational Risk..., Employee Engagement, Analysis, Team Management, Finance, Business Process, Sales, Team Leadership, Human Resources, Management Consulting, Sales Operations, Budgets, Financial Analysis, Business Process..., Business Analysis, Financial Risk, Portfolio Management, Outsourcing, Mortgage Banking, Corporate Finance, Executive Management, Analytics
Education
Georgia College and State University
Liam Walsh Liam Walsh's Wachovia Securities Experience August 2003 - December 2003
Job Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs September 2010 - Present
Goldman Sachs October 2009 - September 2010
Merrill Lynch January 2009 - September 2009
Barclays Capital June 2007 - December 2008
US Department of Education August 2005 - June 2007
The White House February 2004 - June 2007
Morgan, Lewis & Bockius May 2005 - August 2005
The House of Commons (UK Parliament) May 2004 - July 2004
Wachovia Securities August 2003 - December 2003
Morgan, Lewis & Bockius May 2003 - August 2003
Skills
Equities, Capital Markets, Hedge Funds, Investment Banking, Securities, Social Media, Public Speaking, Policy Analysis, Due Diligence, Fixed Income, Derivatives
Education
Georgetown University 2005 — 2007
MA, Communication, Culture & Technology
University of Oxford 2006 — 2006
The Catholic University of America 2001 — 2005
BA, Media Studies & Economics
Goldman Sachs September 2010 - Present
Goldman Sachs October 2009 - September 2010
Merrill Lynch January 2009 - September 2009
Barclays Capital June 2007 - December 2008
US Department of Education August 2005 - June 2007
The White House February 2004 - June 2007
Morgan, Lewis & Bockius May 2005 - August 2005
The House of Commons (UK Parliament) May 2004 - July 2004
Wachovia Securities August 2003 - December 2003
Morgan, Lewis & Bockius May 2003 - August 2003
Skills
Equities, Capital Markets, Hedge Funds, Investment Banking, Securities, Social Media, Public Speaking, Policy Analysis, Due Diligence, Fixed Income, Derivatives
Education
Georgetown University 2005 — 2007
MA, Communication, Culture & Technology
University of Oxford 2006 — 2006
The Catholic University of America 2001 — 2005
BA, Media Studies & Economics
Erik Alexander, MBA's Wachovia Securities Experience July 1999 - February 2005
Job Intl Credit Portfolio Manager
Industry Banking
Experience
SunTrust Bank May 2012 - Present
SHWAT 2014 - 2015
Merrill Lynch April 2007 - April 2009
City National Bank of Florida February 2005 - April 2007
Wachovia Securities July 1999 - February 2005
Merrill Lynch Bank & Trust (Cayman) December 1995 - July 1999
Skills
Credit, Loan Origination, Consumer Lending, Credit Risk, Relationship Management, Asset Management, Finance, Portfolio Management, Loans, Mortgage Lending, Banking, Wealth Management
Education
Florida International University - College of Business 2006 — 2007
MBA, Business Administration
Florida International University - College of Business 1993 — 1996
BBA, Finance
Miami Dade Community College 1991 — 1993
AA, Biology
Christopher Columbus H.S. 1987 — 1991
High School
SunTrust Bank May 2012 - Present
SHWAT 2014 - 2015
Merrill Lynch April 2007 - April 2009
City National Bank of Florida February 2005 - April 2007
Wachovia Securities July 1999 - February 2005
Merrill Lynch Bank & Trust (Cayman) December 1995 - July 1999
Skills
Credit, Loan Origination, Consumer Lending, Credit Risk, Relationship Management, Asset Management, Finance, Portfolio Management, Loans, Mortgage Lending, Banking, Wealth Management
Education
Florida International University - College of Business 2006 — 2007
MBA, Business Administration
Florida International University - College of Business 1993 — 1996
BBA, Finance
Miami Dade Community College 1991 — 1993
AA, Biology
Christopher Columbus H.S. 1987 — 1991
High School
Igor Bekman's Wachovia Securities Experience November 2004 - September 2005
Job HRIS Officer at The Pew Charitable Trusts
Industry Philanthropy
Experience
The Pew Charitable Trusts January 2012 - Present
Altegrity July 2010 - January 2012
Wachovia Recruitment Solutions October 2005 - July 2010
Wachovia Securities November 2004 - September 2005
QRS Corporation May 2004 - November 2004
Willis Relocation Risk Group June 2002 - May 2004
RCN June 1999 - September 1999
Skills
HRIS, Analysis, Excel, Word, PowerPoint, Outlook, Visio, ADP, ADP Payroll, Databases, Project Management, Human Resources, Microsoft Office, Workday, Applicant Tracking..., Talent Management, Employee Relations, Performance Management, Leadership
Education
George Mason University
Bachelor of Science (B.S.), Applied Information Technology
George Mason University
Bachelor's degree, Information Technology
The Pew Charitable Trusts January 2012 - Present
Altegrity July 2010 - January 2012
Wachovia Recruitment Solutions October 2005 - July 2010
Wachovia Securities November 2004 - September 2005
QRS Corporation May 2004 - November 2004
Willis Relocation Risk Group June 2002 - May 2004
RCN June 1999 - September 1999
Skills
HRIS, Analysis, Excel, Word, PowerPoint, Outlook, Visio, ADP, ADP Payroll, Databases, Project Management, Human Resources, Microsoft Office, Workday, Applicant Tracking..., Talent Management, Employee Relations, Performance Management, Leadership
Education
George Mason University
Bachelor of Science (B.S.), Applied Information Technology
George Mason University
Bachelor's degree, Information Technology
Pete Carmasino Pete Carmasino's Wachovia Securities Experience April 2002 - November 2006
Job Helping Clients Create Lifetime Income Streams And Protect Assets
Industry Investment Management
Experience
NewBridge Retirement Advisors April 2012 - Present
Lewtan October 2011 - September 2012
PNC Investments August 2010 - October 2011
Beacon Capital Strategies September 2009 - August 2010
Trivest Financial Group November 2006 - September 2009
Wachovia Securities April 2002 - November 2006
Lehman Brothers March 2001 - April 2002
Prudential Securities 1999 - 2001
Olde Discount 1992 - 1999
Education
Fairleigh Dickinson University
Bachelor of Science (BS), Business Management and Finance
McCorristin HS
NewBridge Retirement Advisors April 2012 - Present
Lewtan October 2011 - September 2012
PNC Investments August 2010 - October 2011
Beacon Capital Strategies September 2009 - August 2010
Trivest Financial Group November 2006 - September 2009
Wachovia Securities April 2002 - November 2006
Lehman Brothers March 2001 - April 2002
Prudential Securities 1999 - 2001
Olde Discount 1992 - 1999
Education
Fairleigh Dickinson University
Bachelor of Science (BS), Business Management and Finance
McCorristin HS
Mary Moglia-Cannon's Wachovia Securities Experience 2004 - 2008
Job Institutional Business Development & CSuite Level Relationship Manager
Industry Financial Services
Experience
Manning & Napier Advisors June 2008 - May 2014
Wachovia Securities 2004 - 2008
JP Morgan 2001 - 2004
BNP Paribas 1995 - 2001
Bear Stearns 1993 - 1995
Skills
Equities, Investments, Asset Allocation, Mutual Funds, Hedge Funds, Fixed Income, Investment Management, Options, Alternative Investments, Investment Strategies, Emerging Markets, Asset Management, Credit Derivatives, Swaps, Capital Markets, Strategy, Non-profit Board..., Relationship Management, Fundraising, ERISA, Defined Contribution, Regulatory Compliance, New Business Development, Capital Campaigns, Economic Development
Education
Saint John's University School of Law 1990 — 1993
Juris Doctor
Fordham University
BA, Economics, Summa Cum Laude
Manning & Napier Advisors June 2008 - May 2014
Wachovia Securities 2004 - 2008
JP Morgan 2001 - 2004
BNP Paribas 1995 - 2001
Bear Stearns 1993 - 1995
Skills
Equities, Investments, Asset Allocation, Mutual Funds, Hedge Funds, Fixed Income, Investment Management, Options, Alternative Investments, Investment Strategies, Emerging Markets, Asset Management, Credit Derivatives, Swaps, Capital Markets, Strategy, Non-profit Board..., Relationship Management, Fundraising, ERISA, Defined Contribution, Regulatory Compliance, New Business Development, Capital Campaigns, Economic Development
Education
Saint John's University School of Law 1990 — 1993
Juris Doctor
Fordham University
BA, Economics, Summa Cum Laude
Cole Smead, CFA Cole Smead, CFA's Wachovia Securities Experience August 2006 - July 2007
Job Tap dancing since 2007...
Industry Investment Management
Experience
Smead Capital Management July 2007 - Present
Wallingford Boys and Girls Club May 2009 - March 2012
Wachovia Securities August 2006 - July 2007
Skills
Investments, Financial Analysis, Financial Accounting, Equities, Securities
Education
Whitman College 2002 — 2006
BA, History & Economics
George Fox University 2002 — 2002
Smead Capital Management July 2007 - Present
Wallingford Boys and Girls Club May 2009 - March 2012
Wachovia Securities August 2006 - July 2007
Skills
Investments, Financial Analysis, Financial Accounting, Equities, Securities
Education
Whitman College 2002 — 2006
BA, History & Economics
George Fox University 2002 — 2002
Christopher Sommer's Wachovia Securities Experience October 2000 - June 2002
Job Registered Representative, Equity Services, Inc.
Industry Financial Services
Experience
Registered Representative, Equity Services, Inc.The Vermont Agency September 2015 - Present
Language On Schools March 2015 - September 2015
David Lerner Associates November 2013 - March 2015
Premier Global Services February 2008 - 2011
Brighton School June 2005 - December 2008
Wachovia Securities October 2000 - June 2002
Morgan Stanley 1997 - 2000
Skills
Account Management, Sales, Business Development, Unified Communications, Telecommunications, Finance, Change Management, Product Management, VoIP, Partnerships, Marketing, Sales Engineering, Connectwise, Netsuite- Power User, Microsoft Applications, Bloomberg, Reuters
Education
Victoria University 2007 — 2007
MBA
Fordham University 1988 — 1992
BA, communications
djc
Registered Representative, Equity Services, Inc.The Vermont Agency September 2015 - Present
Language On Schools March 2015 - September 2015
David Lerner Associates November 2013 - March 2015
Premier Global Services February 2008 - 2011
Brighton School June 2005 - December 2008
Wachovia Securities October 2000 - June 2002
Morgan Stanley 1997 - 2000
Skills
Account Management, Sales, Business Development, Unified Communications, Telecommunications, Finance, Change Management, Product Management, VoIP, Partnerships, Marketing, Sales Engineering, Connectwise, Netsuite- Power User, Microsoft Applications, Bloomberg, Reuters
Education
Victoria University 2007 — 2007
MBA
Fordham University 1988 — 1992
BA, communications
djc
Marian Noel's Wachovia Securities Experience January 2003 - January 2005
Job Tax Accountant/ Preparer
Industry Accounting
Experience
Real Estate June 2007 - Present
MMN Financial Services, Plus March 2005 - Present
MMN Financial Services, Plus March 2005 - Present
MMN Financial Services Plus January 2005 - Present
Wachovia Securities Financial Network September 2004 - March 2005
Wachovia Securities January 2003 - January 2005
JPMorgan Chase January 1995 - June 2003
JP Morgan Chase Bank January 1995 - January 2003
Skills
Tax Accounting, Financial Accounting, Payroll, ADP Payroll, Payroll Taxes, Financial Audits, Financial Analysis, Legal Documents, Information Specialist, Direct Sales, Reasearch, Troubleshooting, Tax Preparation, Leadership, Finance, Public Speaking, Management, Team Building, Customer Service, Accounts Payable, Budgets, Auditing, Strategic Planning, Accounting, Small Business
Education
Everest University-South Orlando 2011 — 2012
AAS, Paralegal Studies
Everest university 2011 — 2012
Associates Degree, Paralegal Studies
Pace University - Lubin School of Business 1982 — 1986
Bachelor of Business Administration (BBA), Accounting & Information Systems
Pace University
Real Estate June 2007 - Present
MMN Financial Services, Plus March 2005 - Present
MMN Financial Services, Plus March 2005 - Present
MMN Financial Services Plus January 2005 - Present
Wachovia Securities Financial Network September 2004 - March 2005
Wachovia Securities January 2003 - January 2005
JPMorgan Chase January 1995 - June 2003
JP Morgan Chase Bank January 1995 - January 2003
Skills
Tax Accounting, Financial Accounting, Payroll, ADP Payroll, Payroll Taxes, Financial Audits, Financial Analysis, Legal Documents, Information Specialist, Direct Sales, Reasearch, Troubleshooting, Tax Preparation, Leadership, Finance, Public Speaking, Management, Team Building, Customer Service, Accounts Payable, Budgets, Auditing, Strategic Planning, Accounting, Small Business
Education
Everest University-South Orlando 2011 — 2012
AAS, Paralegal Studies
Everest university 2011 — 2012
Associates Degree, Paralegal Studies
Pace University - Lubin School of Business 1982 — 1986
Bachelor of Business Administration (BBA), Accounting & Information Systems
Pace University
Marisue Kendall's Wachovia Securities Experience October 2004 - February 2006
Job Consultant at ThirtyOne Gifts
Industry Accounting
Experience
Thirty-One Gifts December 2011 - Present
Estell Manor Board of Education September 2010 - Present
Buena Regional School District September 2010 - Present
John C.Milanesi Elementary PTO September 2008 - Present
National Bank February 2006 - Present
Wachovia Securities October 2004 - February 2006
Banc of America Investment Services July 2004 - October 2004
Storage/United Van Lines January 2003 - July 2004
State Prison September 2001 - January 2003
Family Medicine May 1999 - January 2003
Education
Grand Canyon University 2009 — 2013
Bachelors, Education; an Emphasis in Mathematics
Axia College 2007 — 2009
Associates, Accounting
Thirty-One Gifts December 2011 - Present
Estell Manor Board of Education September 2010 - Present
Buena Regional School District September 2010 - Present
John C.Milanesi Elementary PTO September 2008 - Present
National Bank February 2006 - Present
Wachovia Securities October 2004 - February 2006
Banc of America Investment Services July 2004 - October 2004
Storage/United Van Lines January 2003 - July 2004
State Prison September 2001 - January 2003
Family Medicine May 1999 - January 2003
Education
Grand Canyon University 2009 — 2013
Bachelors, Education; an Emphasis in Mathematics
Axia College 2007 — 2009
Associates, Accounting
Louis Serpe's Wachovia Securities Experience March 2006 - October 2007
Job First Vice President at SunTrust Bank
Industry Investment Management
Experience
SunTrust Bank June 2012 - Present
Portfolio Strategies February 2008 - December 2012
Wachovia Securities March 2006 - October 2007
Wachovia Bank, N. A. May 2000 - April 2006
Chase Manhattan Bank 1998 - 2000
JP Morgan Chase Bank 1996 - 2000
Skills
Banking, ACH, Cash Management, Financial Services, Treasury Services, Sales Management, Electronic Funds..., Credit Cards, Product Management, Product Development, Vendor Management, Relationship Management, International Sales, International Banking..., Wire Transfers, Treasury Management, Treasury, Leadership, Risk Management, Cross-functional Team..., Strategic Planning, Commercial Banking, Management, Corporate Finance, Payments, Analysis, Electronic Payments, Internet Banking, Financial Institutions
Education
Fordham University
Bachelor of Arts (B.A.), French, Italian, Education, 3.9
SunTrust Bank June 2012 - Present
Portfolio Strategies February 2008 - December 2012
Wachovia Securities March 2006 - October 2007
Wachovia Bank, N. A. May 2000 - April 2006
Chase Manhattan Bank 1998 - 2000
JP Morgan Chase Bank 1996 - 2000
Skills
Banking, ACH, Cash Management, Financial Services, Treasury Services, Sales Management, Electronic Funds..., Credit Cards, Product Management, Product Development, Vendor Management, Relationship Management, International Sales, International Banking..., Wire Transfers, Treasury Management, Treasury, Leadership, Risk Management, Cross-functional Team..., Strategic Planning, Commercial Banking, Management, Corporate Finance, Payments, Analysis, Electronic Payments, Internet Banking, Financial Institutions
Education
Fordham University
Bachelor of Arts (B.A.), French, Italian, Education, 3.9
Chi Ouyang Chi Ouyang's Wachovia Securities Experience 2006 - 2008
Job Director at RiskSpan
Industry Financial Services
Experience
RiskSpan October 2014 - Present
CWCapital Investments March 2010 - October 2014
Sanxay LLC October 2009 - March 2010
Wachovia Securities 2006 - 2008
Hollister Group (now RiskSpan) 2005 - 2006
Allied Capital 2002 - 2005
KPMG 1999 - 2002
Education
The George Washington University 1996 — 1998
Master of Science
Fu Jen Catholic University 1990 — 1994
BA
RiskSpan October 2014 - Present
CWCapital Investments March 2010 - October 2014
Sanxay LLC October 2009 - March 2010
Wachovia Securities 2006 - 2008
Hollister Group (now RiskSpan) 2005 - 2006
Allied Capital 2002 - 2005
KPMG 1999 - 2002
Education
The George Washington University 1996 — 1998
Master of Science
Fu Jen Catholic University 1990 — 1994
BA
Bryant Carter Bryant Carter's Wachovia Securities Experience October 2002 - September 2006
Job Investment/Portfolio Specialist at Nelson Wealth Managers of Raymond James
Industry Financial Services
Experience
Raymond James February 2015 - Present
Scottrade July 2014 - February 2015
EcoHorizon Energy August 2013 - June 2014
Fidelity Investments September 2006 - August 2013
Wachovia Securities October 2002 - September 2006
Public Allies Delaware 2001 - 2002
Skills
Series 7, Series 63, Retirement Planning, Investments, Wealth Management, Asset Allocation, Retirement, Mutual Funds, Finance, Investment Advisory, Uniform Combined State..., 401k, Securities, Alternative Investments, Investment Strategies
Education
Hampden-Sydney College 1995 — 1999
BS, Biology
Raymond James February 2015 - Present
Scottrade July 2014 - February 2015
EcoHorizon Energy August 2013 - June 2014
Fidelity Investments September 2006 - August 2013
Wachovia Securities October 2002 - September 2006
Public Allies Delaware 2001 - 2002
Skills
Series 7, Series 63, Retirement Planning, Investments, Wealth Management, Asset Allocation, Retirement, Mutual Funds, Finance, Investment Advisory, Uniform Combined State..., 401k, Securities, Alternative Investments, Investment Strategies
Education
Hampden-Sydney College 1995 — 1999
BS, Biology
Emma Blanco Emma Blanco's Wachovia Securities Experience March 2005 - March 2007
Job
Industry Real Estate
Experience
Citibank NA August 2011 - September 2014
Principal Financial Group 2010 - 2011
Principal Financial Group 2010 - 2011
Succesful Strategies Group October 2008 - July 2010
The Fine Art Fund Group March 2007 - October 2009
New England Financial 2008 - 2009
New England Financial 2008 - 2009
Wachovia Securities March 2005 - March 2007
Citibank 1994 - 2001
Skills
Mutual Funds, Retirement Planning, Portfolio Management, Investments, Asset Allocation, Private Equity, Insurance, Venture Capital, Series 63, Life Insurance, Finance, Financial Advisory, Equities, Work Ethic, Investment Management, Wealth Management, Manage Client..., Banking, Mortgage Banking, Client Presentation, Financial Analysis, Client Relations Skills
Education
Fordham Gabelli School of Business
MBA
Citibank NA August 2011 - September 2014
Principal Financial Group 2010 - 2011
Principal Financial Group 2010 - 2011
Succesful Strategies Group October 2008 - July 2010
The Fine Art Fund Group March 2007 - October 2009
New England Financial 2008 - 2009
New England Financial 2008 - 2009
Wachovia Securities March 2005 - March 2007
Citibank 1994 - 2001
Skills
Mutual Funds, Retirement Planning, Portfolio Management, Investments, Asset Allocation, Private Equity, Insurance, Venture Capital, Series 63, Life Insurance, Finance, Financial Advisory, Equities, Work Ethic, Investment Management, Wealth Management, Manage Client..., Banking, Mortgage Banking, Client Presentation, Financial Analysis, Client Relations Skills
Education
Fordham Gabelli School of Business
MBA
Pankil Doshi Pankil Doshi's Wachovia Securities Experience June 2004 - December 2005
Job Director, Real Estate Special Situations Group
Industry Real Estate
Experience
Deutsche Bank May 2011 - Present
Colony Capital / Matrix March 2009 - May 2011
Resorts Casinos (Colony Capital' Gaming platform) January 2006 - March 2009
Wachovia Securities June 2004 - December 2005
Skills
Mergers & Acquisitions, Due Diligence, Financial Modeling, Valuation, Real Estate, Acquisitions, Investments, Asset Management, Financial Analysis, Private Equity, Distressed Debt, Commercial Real Estate, High Yield, Special Situations..., european distress debt
Education
Harvard Business School 2007 — 2008
Program for Leadership Development, General Management
Emory University - Goizueta Business School 2002 — 2004
Bachelor of Business Administration (B.B.A.), Finance
St Xavier's School
Deutsche Bank May 2011 - Present
Colony Capital / Matrix March 2009 - May 2011
Resorts Casinos (Colony Capital' Gaming platform) January 2006 - March 2009
Wachovia Securities June 2004 - December 2005
Skills
Mergers & Acquisitions, Due Diligence, Financial Modeling, Valuation, Real Estate, Acquisitions, Investments, Asset Management, Financial Analysis, Private Equity, Distressed Debt, Commercial Real Estate, High Yield, Special Situations..., european distress debt
Education
Harvard Business School 2007 — 2008
Program for Leadership Development, General Management
Emory University - Goizueta Business School 2002 — 2004
Bachelor of Business Administration (B.B.A.), Finance
St Xavier's School
Michael Mahon, CFA Michael Mahon, CFA's Wachovia Securities Experience June 2007 - August 2008
Job Manager, Business Development at NRG Energy
Industry Oil & Energy
Experience
NRG Energy 2013 - Present
BrightGrid Renewable Energy Finance 2010 - 2012
Cora Capital Advisors 2009 - 2010
Wachovia Securities June 2007 - August 2008
U.S. Department of Energy January 2007 - May 2007
Societe Generale June 2006 - August 2006
Skills
Bloomberg, Microsoft Excel, Alternative Energy, Clean Technology, Financial Modeling, Valuation, Investments, Corporate Finance, Financial Analysis, Risk Management, Capital Markets, Derivatives, Finance, Business Planning, Due Diligence, Energy, Management, Analysis, Solar PV, Strategy, Asset Management, Credit Analysis, Renewable Energy, Investment Banking, Structured Finance, Mergers & Acquisitions, Financial Structuring, Portfolio Management, Cleantech, Trading, Competitive Analysis, Banking
Education
Georgetown University 2003 — 2007
BA, Government
Regis High School 1999 — 2003
NRG Energy 2013 - Present
BrightGrid Renewable Energy Finance 2010 - 2012
Cora Capital Advisors 2009 - 2010
Wachovia Securities June 2007 - August 2008
U.S. Department of Energy January 2007 - May 2007
Societe Generale June 2006 - August 2006
Skills
Bloomberg, Microsoft Excel, Alternative Energy, Clean Technology, Financial Modeling, Valuation, Investments, Corporate Finance, Financial Analysis, Risk Management, Capital Markets, Derivatives, Finance, Business Planning, Due Diligence, Energy, Management, Analysis, Solar PV, Strategy, Asset Management, Credit Analysis, Renewable Energy, Investment Banking, Structured Finance, Mergers & Acquisitions, Financial Structuring, Portfolio Management, Cleantech, Trading, Competitive Analysis, Banking
Education
Georgetown University 2003 — 2007
BA, Government
Regis High School 1999 — 2003
john kilgore john kilgore's Wachovia Securities Experience 2005 - 2006
Job Mathematics and Finance Student
Industry Investment Management
Experience
Marquis Bank August 2011 - November 2011
Ladmark Bank May 2011 - August 2011
Wachovia Securities 2005 - 2006
Wachovia Securities 2004 - 2005
Skills
Mathematics, Java, Matlab, Finance, computer programing, Derivatives, Econometrics, Stata, VBA
Education
Florida International University
Bachelor of Science (B.S.), Applied Mathematics with track in computer science.
Barry University, Andres School of Business
B.S, Finance
Indian River State College
Engineering and Business
Marquis Bank August 2011 - November 2011
Ladmark Bank May 2011 - August 2011
Wachovia Securities 2005 - 2006
Wachovia Securities 2004 - 2005
Skills
Mathematics, Java, Matlab, Finance, computer programing, Derivatives, Econometrics, Stata, VBA
Education
Florida International University
Bachelor of Science (B.S.), Applied Mathematics with track in computer science.
Barry University, Andres School of Business
B.S, Finance
Indian River State College
Engineering and Business
Rich Spirio Rich Spirio's Wachovia Securities Experience May 2006 - August 2006
Job Sr Financial Analyst at WilliamsSonoma, Inc.
Industry Retail
Experience
Williams-Sonoma, Inc. October 2013 - Present
Williams-Sonoma, Inc. February 2013 - October 2013
Williams-Sonoma, Inc. July 2011 - February 2013
Allion Healthcare, Inc. October 2007 - July 2011
WLOY Loyola College Radio September 2006 - May 2007
Janney Montgomery Scott October 2006 - December 2006
Wachovia Securities May 2006 - August 2006
Skills
P&L, Forecasting, Excel, Financial Reporting, Finance, Analysis, Marketing Strategy, Cash Flow, Sales, Account Reconciliation, Financial Analysis, Financial Modeling, Marketing, Budgets, Accounting, Strategic Financial..., Essbase, Income Statement, Business Planning, Strategic Planning, Process Improvement, Management, Retail, Strategy, Microsoft Excel, Inventory Management, Microsoft Office, Mergers & Acquisitions, Business Strategy
Education
Hofstra University 2008 — 2010
MS, Quantitative Finance
Erasmus Universiteit Rotterdam 2009 — 2009
Loyola University Maryland 2003 — 2007
BBA, Finance
University of Auckland 2005 — 2005
Williams-Sonoma, Inc. October 2013 - Present
Williams-Sonoma, Inc. February 2013 - October 2013
Williams-Sonoma, Inc. July 2011 - February 2013
Allion Healthcare, Inc. October 2007 - July 2011
WLOY Loyola College Radio September 2006 - May 2007
Janney Montgomery Scott October 2006 - December 2006
Wachovia Securities May 2006 - August 2006
Skills
P&L, Forecasting, Excel, Financial Reporting, Finance, Analysis, Marketing Strategy, Cash Flow, Sales, Account Reconciliation, Financial Analysis, Financial Modeling, Marketing, Budgets, Accounting, Strategic Financial..., Essbase, Income Statement, Business Planning, Strategic Planning, Process Improvement, Management, Retail, Strategy, Microsoft Excel, Inventory Management, Microsoft Office, Mergers & Acquisitions, Business Strategy
Education
Hofstra University 2008 — 2010
MS, Quantitative Finance
Erasmus Universiteit Rotterdam 2009 — 2009
Loyola University Maryland 2003 — 2007
BBA, Finance
University of Auckland 2005 — 2005
Jack Hurd's Wachovia Securities Experience February 2005 - July 2007
Job
Industry Financial Services
Experience
Wells Fargo October 2012 - Present
Wells Fargo September 2011 - October 2012
Wells Fargo May 2009 - April 2011
Wachovia Corporation July 2007 - May 2009
Wachovia Securities February 2005 - July 2007
Wachovia Securities, LLC May 2003 - February 2005
Alston & Bird LLP August 1997 - May 2003
Bell Seltzer Park & Gibson, LLP January 1997 - July 1997
Nelson, Mullins, Riley & Scarborough, LLP June 1985 - December 1996
Coleman Karesh Law Library, University of South Carolina 1982 - 1984
Skills
Risk Management, Process Improvement, Project Management, Financial Analysis, Change Management, Analysis, Contract Negotiation, Management, Mergers, Strategic Planning, Operations Management, Banking, Budgets, Capital Markets, Team Building, Cross-functional Team..., Leadership, CRM, Strategy, Data Analysis, Business Intelligence, Financial Services, Performance Management, Outsourcing, Mergers & Acquisitions, Integration, Financial Risk, Market Research, Competitive Analysis, Analytics, Program Management
Education
University of South Carolina - Darla Moore School of Business 2011 — 2014
Master of Business Administration (MBA), Business Administration - International Business
University of South Carolina-Columbia 1984 — 1985
MLS, Library & Information Science
University of South Carolina-Columbia 1980 — 1984
MAT (History), History & Education
Furman University 1976 — 1979
BA, History
Wells Fargo October 2012 - Present
Wells Fargo September 2011 - October 2012
Wells Fargo May 2009 - April 2011
Wachovia Corporation July 2007 - May 2009
Wachovia Securities February 2005 - July 2007
Wachovia Securities, LLC May 2003 - February 2005
Alston & Bird LLP August 1997 - May 2003
Bell Seltzer Park & Gibson, LLP January 1997 - July 1997
Nelson, Mullins, Riley & Scarborough, LLP June 1985 - December 1996
Coleman Karesh Law Library, University of South Carolina 1982 - 1984
Skills
Risk Management, Process Improvement, Project Management, Financial Analysis, Change Management, Analysis, Contract Negotiation, Management, Mergers, Strategic Planning, Operations Management, Banking, Budgets, Capital Markets, Team Building, Cross-functional Team..., Leadership, CRM, Strategy, Data Analysis, Business Intelligence, Financial Services, Performance Management, Outsourcing, Mergers & Acquisitions, Integration, Financial Risk, Market Research, Competitive Analysis, Analytics, Program Management
Education
University of South Carolina - Darla Moore School of Business 2011 — 2014
Master of Business Administration (MBA), Business Administration - International Business
University of South Carolina-Columbia 1984 — 1985
MLS, Library & Information Science
University of South Carolina-Columbia 1980 — 1984
MAT (History), History & Education
Furman University 1976 — 1979
BA, History
Rafael Martinez-Chapman's Wachovia Securities Experience August 2003 - August 2008
Job
Industry Telecommunications
Experience
Level 3 Communications October 2008 - Present
Wachovia Securities August 2003 - August 2008
JPMorgan August 2001 - August 2003
Salomon Smith Barney / Robinson-Humphrey December 1996 - June 1999
Skills
Capital Markets, Mergers, Leveraged Finance, Cash Management, Treasury Management, Strategy, Bonds, Corporate Finance, Financial Analysis, Valuation, Investor Relations..., Risk Management, Rating Agency Relations, Acquisition Integration, Investment Banking..., Investment Strategies, Internal Controls, ABS, Financial Statement..., Middle Market, Mergers & Acquisitions, Credit, Equities, Investment Banking, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA, Finance
Georgia State University 1991 — 1996
Bachelor's Degree, Finance
Level 3 Communications October 2008 - Present
Wachovia Securities August 2003 - August 2008
JPMorgan August 2001 - August 2003
Salomon Smith Barney / Robinson-Humphrey December 1996 - June 1999
Skills
Capital Markets, Mergers, Leveraged Finance, Cash Management, Treasury Management, Strategy, Bonds, Corporate Finance, Financial Analysis, Valuation, Investor Relations..., Risk Management, Rating Agency Relations, Acquisition Integration, Investment Banking..., Investment Strategies, Internal Controls, ABS, Financial Statement..., Middle Market, Mergers & Acquisitions, Credit, Equities, Investment Banking, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA, Finance
Georgia State University 1991 — 1996
Bachelor's Degree, Finance
Olu Emuleomo's Wachovia Securities Experience February 2005 - April 2009
Job Managing Director at Trade Informatics LLC
Industry Computer Software
Experience
Trade Informatics LLC June 2014 - Present
SJ Levinson January 2010 - June 2014
SJ Levinson April 2009 - March 2010
Wachovia Securities February 2005 - April 2009
Merrill Lynch 1992 - 2005
Shearson Lehman 1989 - 1989
Shearson Lehman 1989 - 1989
Skills
Trading Systems, Management, Equities, Derivatives, Electronic Trading, Fixed Income, Capital Markets, Investment Banking, Business Analysis, Trading
Education
Rutgers University-New Brunswick 1988 — 1990
MS, Computer Science
Florida Institute of Technology 1984 — 1986
MS, Computer Science
Government College Ibadan
University of Ife, Ile-Ife
BS, Computer Science
Trade Informatics LLC June 2014 - Present
SJ Levinson January 2010 - June 2014
SJ Levinson April 2009 - March 2010
Wachovia Securities February 2005 - April 2009
Merrill Lynch 1992 - 2005
Shearson Lehman 1989 - 1989
Shearson Lehman 1989 - 1989
Skills
Trading Systems, Management, Equities, Derivatives, Electronic Trading, Fixed Income, Capital Markets, Investment Banking, Business Analysis, Trading
Education
Rutgers University-New Brunswick 1988 — 1990
MS, Computer Science
Florida Institute of Technology 1984 — 1986
MS, Computer Science
Government College Ibadan
University of Ife, Ile-Ife
BS, Computer Science
Chris Wager, CIMA®'s Wachovia Securities Experience March 2005 - May 2008
Job First Vice President, Product Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2008 - Present
Wachovia Securities March 2005 - May 2008
Skills
Project Management, Business Analysis, Series 7, Series 24, Series 66, CIMA
Education
The College of William and Mary - The Mason School of Business 1997 — 1999
MBA
Guilford College 1991 — 1995
BS, Political Science
Wells Fargo Advisors May 2008 - Present
Wachovia Securities March 2005 - May 2008
Skills
Project Management, Business Analysis, Series 7, Series 24, Series 66, CIMA
Education
The College of William and Mary - The Mason School of Business 1997 — 1999
MBA
Guilford College 1991 — 1995
BS, Political Science
Scott Ashman's Wachovia Securities Experience September 2006 - Present
Job Registered Account Administrator at Wachovia Securities
Industry Financial Services
Experience
Wachovia Securities September 2006 - Present
Mainland Fitness September 2005 - October 2006
Heritage Surf & Sport August 2005 - February 2006
Stone Harbor Beach Patrol June 2000 - September 2005
Education
Gettysburg College 2000 — 2004
Wachovia Securities September 2006 - Present
Mainland Fitness September 2005 - October 2006
Heritage Surf & Sport August 2005 - February 2006
Stone Harbor Beach Patrol June 2000 - September 2005
Education
Gettysburg College 2000 — 2004
Brooke Barber's Wachovia Securities Experience 2004 - 2006
Job Senior Vice President at BofA
Industry Banking
Experience
BofA 2006 - Present
Wachovia Securities 2004 - 2006
Education
Georgetown University - The McDonough School of Business 2002 — 2004
BofA 2006 - Present
Wachovia Securities 2004 - 2006
Education
Georgetown University - The McDonough School of Business 2002 — 2004
Nicholas Fernandez's Wachovia Securities Experience July 2009 - February 2010
Job Commercial Portfolio Manager VP Wells Fargo Commercial Bank
Industry Financial Services
Experience
Wells Fargo November 2013 - Present
Wells Fargo May 2011 - October 2013
Bank of America Merrill Lynch November 2010 - May 2011
Merrill Lynch January 2010 - October 2010
Wachovia Securities July 2009 - February 2010
Wachovia Securities, LLC January 2007 - July 2009
Skills
Portfolio Management, Credit, Risk Management, Banking, Financial Analysis, Loans, Financial Risk, Finance, Investment Banking, Underwriting, Analysis, Competitive Analysis, Program Management, Management, Wealth Management, Strategic Planning, Securities, Outsourcing, Software Documentation, Marketing, Credit Analysis, Financial Services
Education
Florida International University - College of Business Administration 1998 — 2003
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo November 2013 - Present
Wells Fargo May 2011 - October 2013
Bank of America Merrill Lynch November 2010 - May 2011
Merrill Lynch January 2010 - October 2010
Wachovia Securities July 2009 - February 2010
Wachovia Securities, LLC January 2007 - July 2009
Skills
Portfolio Management, Credit, Risk Management, Banking, Financial Analysis, Loans, Financial Risk, Finance, Investment Banking, Underwriting, Analysis, Competitive Analysis, Program Management, Management, Wealth Management, Strategic Planning, Securities, Outsourcing, Software Documentation, Marketing, Credit Analysis, Financial Services
Education
Florida International University - College of Business Administration 1998 — 2003
Bachelor of Business Administration (BBA), Finance, General
Patrick Fenoughty's Wachovia Securities Experience December 2006 - June 2009
Job Senior Business Analyst at Intuit
Industry Information Technology and Services
Experience
Intuit May 2014 - Present
Intuit December 2012 - February 2014
Intuit May 2011 - December 2012
Intuit August 2010 - July 2011
Wachovia Securities December 2006 - June 2009
Reuters America October 2005 - December 2006
Reuters America May 2004 - October 2005
Reuters America May 2000 - May 2004
Bridge Information Systems October 1999 - May 2000
Skills
Program Management, Financial Markets, Business Analysis, Vendor Management, Process Improvement, Salesforce.com, Financial Services, Account Management, Product Management, Risk Management, Team Leadership, ITIL, Change Management, CRM, Call Centers, Team Management, Cloud Computing
Education
Fontbonne University 2004 — 2006
BA, Business Admin
Illinois State University 1993 — 1995
Intuit May 2014 - Present
Intuit December 2012 - February 2014
Intuit May 2011 - December 2012
Intuit August 2010 - July 2011
Wachovia Securities December 2006 - June 2009
Reuters America October 2005 - December 2006
Reuters America May 2004 - October 2005
Reuters America May 2000 - May 2004
Bridge Information Systems October 1999 - May 2000
Skills
Program Management, Financial Markets, Business Analysis, Vendor Management, Process Improvement, Salesforce.com, Financial Services, Account Management, Product Management, Risk Management, Team Leadership, ITIL, Change Management, CRM, Call Centers, Team Management, Cloud Computing
Education
Fontbonne University 2004 — 2006
BA, Business Admin
Illinois State University 1993 — 1995
Renee Coates's Wachovia Securities Experience 2006 - Present
Job Systems Analyst Specialist at Domionion Virginia Power
Industry Information Technology and Services
Experience
Dominion 2007 - Present
Wachovia Securities 2006 - Present
Education
Greensboro College 1976 — 1978
BMEd, Music
James Madison University
Dominion 2007 - Present
Wachovia Securities 2006 - Present
Education
Greensboro College 1976 — 1978
BMEd, Music
James Madison University
Procter Fishburne, CFP®'s Wachovia Securities Experience 2005 - 2007
Job Head of Planning at Wealthcare Capital Management
Industry Financial Services
Experience
Wealthcare Capital Management December 2009 - Present
Johnson & Gilliss Wealth Management June 2007 - December 2009
Wachovia Securities 2005 - 2007
Capital One 2001 - 2004
First Union Securities 1999 - 2000
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Investments, Portfolio Management
Education
Virginia Commonwealth University 2007 — 2008
CFP Certificate Program, Financial Planning
University of Richmond - Robins School of Business 2003 — 2005
MBA
Hampden-Sydney College 1995 — 1999
Wealthcare Capital Management December 2009 - Present
Johnson & Gilliss Wealth Management June 2007 - December 2009
Wachovia Securities 2005 - 2007
Capital One 2001 - 2004
First Union Securities 1999 - 2000
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Investments, Portfolio Management
Education
Virginia Commonwealth University 2007 — 2008
CFP Certificate Program, Financial Planning
University of Richmond - Robins School of Business 2003 — 2005
MBA
Hampden-Sydney College 1995 — 1999
Ned Slichenmyer's Wachovia Securities Experience January 2008 - February 2009
Job BA / Process Manager atCapital One Bank
Industry Financial Services
Experience
Capital One April 2012 - Present
Capital One Bank April 2010 - March 2012
Staff Focus Consulting LLC June 2009 - April 2010
Wachovia Securities January 2008 - February 2009
HMC November 2007 - January 2008
SunTrust Bank 2006 - 2007
SunTrust Banks Inc August 2003 - March 2006
Humana 1984 - 1986
Citizens Fidelity Bank 1977 - 1984
Skills
Project Management, PMO, Integration, IT Strategy, Management, Vendor Management, Banking, Software Development, Program Management, Budgets, SDLC, Process Improvement, Project Planning, Business Process..., Business Analysis, Agile Methodologies
Education
Georgia State University 1988 — 1993
Bachelor of Business Administration (BBA), Economics
Indiana University-Southeast 1979 — 1985
AS, Computer Science
Capital One April 2012 - Present
Capital One Bank April 2010 - March 2012
Staff Focus Consulting LLC June 2009 - April 2010
Wachovia Securities January 2008 - February 2009
HMC November 2007 - January 2008
SunTrust Bank 2006 - 2007
SunTrust Banks Inc August 2003 - March 2006
Humana 1984 - 1986
Citizens Fidelity Bank 1977 - 1984
Skills
Project Management, PMO, Integration, IT Strategy, Management, Vendor Management, Banking, Software Development, Program Management, Budgets, SDLC, Process Improvement, Project Planning, Business Process..., Business Analysis, Agile Methodologies
Education
Georgia State University 1988 — 1993
Bachelor of Business Administration (BBA), Economics
Indiana University-Southeast 1979 — 1985
AS, Computer Science
Meisha Wilson's Wachovia Securities Experience 1999 - 2005
Job HideAway Storage / Lakewood Business Park
Industry Consumer Services
Experience
Hide-Away Storage 2005 - Present
Lakewood Business Park 2005 - Present
Wachovia Securities 1999 - 2005
Education
Georgia State University 1998 — 1999
MBA, Finance
Furman University 1989 — 1993
Bachelor of Science, Biology
Hide-Away Storage 2005 - Present
Lakewood Business Park 2005 - Present
Wachovia Securities 1999 - 2005
Education
Georgia State University 1998 — 1999
MBA, Finance
Furman University 1989 — 1993
Bachelor of Science, Biology
Kevin Galvin, CFA's Wachovia Securities Experience 2004 - 2006
Job Director of Research and Portfolio Manager at Hopwood Financial Services
Industry Investment Management
Experience
Hopwood Financial Services January 2015 - Present
West Capital Management June 2010 - December 2014
Plainview Capital August 2008 - May 2010
Plainview Capital 2006 - August 2008
Wachovia Securities 2004 - 2006
Skills
Equities, Financial Analysis, Investment Banking, Financial Modeling, Valuation, Investments, Portfolio Management, Asset Management, Hedge Funds, Alternative Investments, Fixed Income, Due Diligence, Private Equity, Competitive Analysis, Bloomberg
Education
Georgetown University 2000 — 2004
B.S., Finance & International Business, cum laude
Georgetown University
Finance and International Business
Hopwood Financial Services January 2015 - Present
West Capital Management June 2010 - December 2014
Plainview Capital August 2008 - May 2010
Plainview Capital 2006 - August 2008
Wachovia Securities 2004 - 2006
Skills
Equities, Financial Analysis, Investment Banking, Financial Modeling, Valuation, Investments, Portfolio Management, Asset Management, Hedge Funds, Alternative Investments, Fixed Income, Due Diligence, Private Equity, Competitive Analysis, Bloomberg
Education
Georgetown University 2000 — 2004
B.S., Finance & International Business, cum laude
Georgetown University
Finance and International Business
Zach David's Wachovia Securities Experience VICE PRESIDENTThe Peterson CompaniesSeptember 1995 - June 2007
Job Vice President at Wachovia Securities
Industry Commercial Real Estate
Experience
Wachovia Securities VICE PRESIDENTThe Peterson CompaniesSeptember 1995 - June 2007
Education
George Mason University 1989 — 1992
ACCOUNTING, FINANCE
Wachovia Securities VICE PRESIDENTThe Peterson CompaniesSeptember 1995 - June 2007
Education
George Mason University 1989 — 1992
ACCOUNTING, FINANCE
Jason Sardo's Wachovia Securities Experience January 2001 - January 2005
Job Senior VicePresident Institutional Sales at Maxim Group LLC
Industry Capital Markets
Experience
Maxim Group LLC August 2005 - Present
Wachovia Securities January 2001 - January 2005
CIBC Oppenheimer 1997 - 2000
Education
Fordham University 1987 — 1991
Bachelor of Science, Finance
John Jay High School 1986 — 1987
Pleasantville 1983 — 1986
Maxim Group LLC August 2005 - Present
Wachovia Securities January 2001 - January 2005
CIBC Oppenheimer 1997 - 2000
Education
Fordham University 1987 — 1991
Bachelor of Science, Finance
John Jay High School 1986 — 1987
Pleasantville 1983 — 1986
Frank Bravin's Wachovia Securities Experience July 2002 - November 2004
Job Financial Services Professional
Industry Financial Services
Experience
Citi July 2010 - March 2011
Credit Suisse November 2004 - July 2010
Wachovia Securities July 2002 - November 2004
Prudential Securities, Inc. January 2001 - July 2002
Prudential Securities, Inc. January 1995 - December 2000
Royce 1994 - 1995
Education
Fordham Gabelli School of Business 2007 — 2009
MBA, International Management
Long Island University, C.W. Post Campus 1999 — 2006
Financial Planning Certificate Program
Fordham University 1990 — 1994
Bachelor of Science, International Management Systems - GLOBE
La Salle Military Academy 1985 — 1989
Regents Diploma, Military Training Certificate
St Aloysius 1979 — 1985
Citi July 2010 - March 2011
Credit Suisse November 2004 - July 2010
Wachovia Securities July 2002 - November 2004
Prudential Securities, Inc. January 2001 - July 2002
Prudential Securities, Inc. January 1995 - December 2000
Royce 1994 - 1995
Education
Fordham Gabelli School of Business 2007 — 2009
MBA, International Management
Long Island University, C.W. Post Campus 1999 — 2006
Financial Planning Certificate Program
Fordham University 1990 — 1994
Bachelor of Science, International Management Systems - GLOBE
La Salle Military Academy 1985 — 1989
Regents Diploma, Military Training Certificate
St Aloysius 1979 — 1985
Neeraj Bhutani's Wachovia Securities Experience September 1998 - April 2002
Job Sr. Financial Services Industry Professional, Financial Crimes Prevention Program @TIAACREF
Industry Financial Services
Experience
Ally Financial Inc. March 2013 - September 2013
Ally Financial Inc. September 2011 - March 2013
Bank of America September 2010 - December 2011
Wachovia Bank September 2007 - September 2010
SunTrust Bank May 2006 - September 2007
Wachovia Bank 2002 - 2006
Wachovia Securities September 1998 - April 2002
Skills
Credit, Credit Risk, Risk Management, Finance, Basel II, Financial Risk, Banking, Portfolio Management, Enterprise Risk..., Operational Risk..., Market Risk, Capital Markets, Operational Risk, Business Analysis, Financial Services, SDLC, MIS, Derivatives, Data Analysis
Education
Georgia State University - J. Mack Robinson College of Business 1996 — 1998
MBA, Finance and Computer Information Systems
Manipal Institute of Technology 1989 — 1993
B.E, Industrial Engineering
Our Lady of Fatima
Ally Financial Inc. March 2013 - September 2013
Ally Financial Inc. September 2011 - March 2013
Bank of America September 2010 - December 2011
Wachovia Bank September 2007 - September 2010
SunTrust Bank May 2006 - September 2007
Wachovia Bank 2002 - 2006
Wachovia Securities September 1998 - April 2002
Skills
Credit, Credit Risk, Risk Management, Finance, Basel II, Financial Risk, Banking, Portfolio Management, Enterprise Risk..., Operational Risk..., Market Risk, Capital Markets, Operational Risk, Business Analysis, Financial Services, SDLC, MIS, Derivatives, Data Analysis
Education
Georgia State University - J. Mack Robinson College of Business 1996 — 1998
MBA, Finance and Computer Information Systems
Manipal Institute of Technology 1989 — 1993
B.E, Industrial Engineering
Our Lady of Fatima
Michael Rakowiecki's Wachovia Securities Experience May 2007 - September 2009
Job Senior Equity Trader at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2009 - Present
Wachovia Securities May 2007 - September 2009
A.G. Edwards May 1985 - 2007
Skills
Series 63, Securities, Series 7, Trading
Education
Fontbonne University 1981 — 1985
Wells Fargo Advisors, LLC September 2009 - Present
Wachovia Securities May 2007 - September 2009
A.G. Edwards May 1985 - 2007
Skills
Series 63, Securities, Series 7, Trading
Education
Fontbonne University 1981 — 1985
Dale Berns's Wachovia Securities Experience Sr. Software EngineerMicrosoftJanuary 1989 - June 1997
Job VP Technology at Wachovia Securities
Industry Banking
Experience
Wachovia Securities Sr. Software EngineerMicrosoftJanuary 1989 - June 1997
Education
Florida State University
BS, Computer Science
Wachovia Securities Sr. Software EngineerMicrosoftJanuary 1989 - June 1997
Education
Florida State University
BS, Computer Science
Bertrand Viaud's Wachovia Securities Experience February 1999 - January 2001
Job Head of Solutions Sales at Natixis
Industry Capital Markets
Experience
Natixis October 2011 - Present
Commerzbank AG October 2006 - October 2011
Barclays Capital August 2004 - September 2006
Societe Generale February 2003 - August 2004
SGCIB February 2001 - February 2003
Wachovia Securities February 1999 - January 2001
SUNSPAN Stockbroker July 1997 - October 1997
Education
ESLSCA 1995 — 1998
Finance, MS
Natixis October 2011 - Present
Commerzbank AG October 2006 - October 2011
Barclays Capital August 2004 - September 2006
Societe Generale February 2003 - August 2004
SGCIB February 2001 - February 2003
Wachovia Securities February 1999 - January 2001
SUNSPAN Stockbroker July 1997 - October 1997
Education
ESLSCA 1995 — 1998
Finance, MS
Ryan Kenyon's Wachovia Securities Experience June 2003 - July 2005
Job Vice President at Hanover Street Capital (Deutsche Bank Platform)
Industry Commercial Real Estate
Experience
Hanover Street Capital (Deutsche Bank Platform) August 2012 - Present
Eastdil Secured May 2012 - July 2012
Prudential Mortgage Capital Company June 2006 - May 2011
Wachovia Securities June 2003 - July 2005
Skills
Capital Markets, Investments, CMBS, Underwriting, Real Estate, Interest Rate..., Valuation, Financial Modeling, Real Estate Economics, Asset Management, Due Diligence, Financial Analysis, Portfolio Management, Private Equity, Commercial Real Estate
Education
Emory University - Goizueta Business School 2011 — 2012
MBA, Real Estate, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2006
BS Business Administration; BA Economics, Finance, Economics
The London School of Economics and Political Science (LSE) 2005 — 2005
Summer Study Abroad, Options, Futures, and Other Derivatives
Hanover Street Capital (Deutsche Bank Platform) August 2012 - Present
Eastdil Secured May 2012 - July 2012
Prudential Mortgage Capital Company June 2006 - May 2011
Wachovia Securities June 2003 - July 2005
Skills
Capital Markets, Investments, CMBS, Underwriting, Real Estate, Interest Rate..., Valuation, Financial Modeling, Real Estate Economics, Asset Management, Due Diligence, Financial Analysis, Portfolio Management, Private Equity, Commercial Real Estate
Education
Emory University - Goizueta Business School 2011 — 2012
MBA, Real Estate, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2006
BS Business Administration; BA Economics, Finance, Economics
The London School of Economics and Political Science (LSE) 2005 — 2005
Summer Study Abroad, Options, Futures, and Other Derivatives
Charles Spiggle's Wachovia Securities Experience January 2008 - December 2008
Job Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2009 - Present
Wachovia Securities January 2008 - December 2008
Wachovia Securities April 2005 - February 2008
JPMorgan September 2001 - March 2005
Education
University of Virginia 1999 — 2001
MBA
Georgia Institute of Technology 1986 — 1992
Bachelors, Mechanical Engineering
Walsingham Academy 1982 — 1986
Wells Fargo Securities 2009 - Present
Wachovia Securities January 2008 - December 2008
Wachovia Securities April 2005 - February 2008
JPMorgan September 2001 - March 2005
Education
University of Virginia 1999 — 2001
MBA
Georgia Institute of Technology 1986 — 1992
Bachelors, Mechanical Engineering
Walsingham Academy 1982 — 1986
Narsing Neerumalla's Wachovia Securities Experience 2006 - 2008
Job VP, Structured Products Technology at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company October 2010 - Present
Banc of America Securities 2008 - September 2010
Bank of America Securities 2008 - August 2010
Wachovia May 2006 - August 2008
Wachovia Securities 2006 - 2008
Bank of America 1998 - 2006
Fuji Capital Markets 1994 - 1998
Mizuho Capital Markets 1994 - 1998
Skills
Equity Derivatives, Fixed Income, Equities, Derivatives, Capital Markets, Equity Finance
Education
Temple University 1991 — 1993
MS, Computer Science
Gulbarga University
Jefferies & Company October 2010 - Present
Banc of America Securities 2008 - September 2010
Bank of America Securities 2008 - August 2010
Wachovia May 2006 - August 2008
Wachovia Securities 2006 - 2008
Bank of America 1998 - 2006
Fuji Capital Markets 1994 - 1998
Mizuho Capital Markets 1994 - 1998
Skills
Equity Derivatives, Fixed Income, Equities, Derivatives, Capital Markets, Equity Finance
Education
Temple University 1991 — 1993
MS, Computer Science
Gulbarga University
Rose Fry's Wachovia Securities Experience 2002 - 2003
Job Senior Writer at World Vision
Industry Marketing and Advertising
Experience
World Vision January 2015 - Present
RBS Citizens February 2014 - December 2014
Capital One August 2011 - August 2013
McKesson Medical Surgical February 2008 - August 2011
CFA Institute October 2004 - February 2008
National White Collar Crime Center 2003 - 2004
Wachovia Securities 2002 - 2003
eduTest 2000 - 2002
Skills
News Writing, Speech Writing, Copywriting, Copy Editing, Analytical Skills, Presentations, Web Content, SEO copywriting, Project Coordination, Collaborative Leadership, Creative Direction, Persuasive Speaker, Editing, Advertising, SEO, Direct Marketing
Education
The Johns Hopkins University 1993 — 1995
MA, Writing
University of Maryland College Park 1985 — 1987
BA, English
Georgetown University 1983 — 1985
English
Stone Ridge
World Vision January 2015 - Present
RBS Citizens February 2014 - December 2014
Capital One August 2011 - August 2013
McKesson Medical Surgical February 2008 - August 2011
CFA Institute October 2004 - February 2008
National White Collar Crime Center 2003 - 2004
Wachovia Securities 2002 - 2003
eduTest 2000 - 2002
Skills
News Writing, Speech Writing, Copywriting, Copy Editing, Analytical Skills, Presentations, Web Content, SEO copywriting, Project Coordination, Collaborative Leadership, Creative Direction, Persuasive Speaker, Editing, Advertising, SEO, Direct Marketing
Education
The Johns Hopkins University 1993 — 1995
MA, Writing
University of Maryland College Park 1985 — 1987
BA, English
Georgetown University 1983 — 1985
English
Stone Ridge
Jamie Reaves's Wachovia Securities Experience 2002 - 2004
Job Attorney (Inhouse) at Houston Housing Authority
Industry Law Practice
Experience
Houston Housing Authority July 2013 - Present
Martin, Disiere, Jefferson & Wisdom, LLP January 2009 - June 2013
The O'Quinn Law Firm March 2007 - November 2008
United States District Court, Eastern District of Texas May 2006 - July 2006
Wachovia Securities 2002 - 2004
Education
South Texas College of Law 2005 — 2008
J.D.
University of Miami - School of Business 2003 — 2004
MBA, International Business
Furman University 1994 — 1998
Bachelor of Arts, Business
Houston Housing Authority July 2013 - Present
Martin, Disiere, Jefferson & Wisdom, LLP January 2009 - June 2013
The O'Quinn Law Firm March 2007 - November 2008
United States District Court, Eastern District of Texas May 2006 - July 2006
Wachovia Securities 2002 - 2004
Education
South Texas College of Law 2005 — 2008
J.D.
University of Miami - School of Business 2003 — 2004
MBA, International Business
Furman University 1994 — 1998
Bachelor of Arts, Business
Parco Cannon's Wachovia Securities Experience May 2004 - December 2004
Job Internal Audit, Corporate Functions, Risk Management & Corporate Treasury
Industry Financial Services
Experience
GE Capital November 2013 - Present
SunTrust Bank January 2013 - November 2013
Federal Reserve Bank of New York July 2010 - January 2013
Freddie Mac September 2006 - July 2010
General Motors Corporation December 2004 - September 2006
Wachovia Securities May 2004 - December 2004
National Futures Association October 2002 - May 2004
Morgan Stanley March 2001 - October 2002
NYSE November 1999 - March 2001
Citi March 1998 - November 1999
Skills
Capital Markets, Risk Management, Credit Risk, Auditing, Internal Controls, Structured Finance, Market Risk, Derivatives, Financial Modeling, Cash Management, Banking Relationships, Equities, Securities, Commercial Paper, Municipal Bonds, Money Market Funds, Operational Risk, Regulatory Examinations, ALM, Treasury, Valuation, Counterparty Risk, Liquidity Risk, Prime Brokerage, Acquisitions, ABS, Bonds, Governance, Real Estate, Mergers, Compliance, Internal Audit, Enterprise Risk...
Education
Georgetown University
Master of Science (M.S.)
Georgia Southern University
Master of Business Administration (MBA)
Pace University
Bachelor of Business Administration (B.B.A.), Economics
GE Capital November 2013 - Present
SunTrust Bank January 2013 - November 2013
Federal Reserve Bank of New York July 2010 - January 2013
Freddie Mac September 2006 - July 2010
General Motors Corporation December 2004 - September 2006
Wachovia Securities May 2004 - December 2004
National Futures Association October 2002 - May 2004
Morgan Stanley March 2001 - October 2002
NYSE November 1999 - March 2001
Citi March 1998 - November 1999
Skills
Capital Markets, Risk Management, Credit Risk, Auditing, Internal Controls, Structured Finance, Market Risk, Derivatives, Financial Modeling, Cash Management, Banking Relationships, Equities, Securities, Commercial Paper, Municipal Bonds, Money Market Funds, Operational Risk, Regulatory Examinations, ALM, Treasury, Valuation, Counterparty Risk, Liquidity Risk, Prime Brokerage, Acquisitions, ABS, Bonds, Governance, Real Estate, Mergers, Compliance, Internal Audit, Enterprise Risk...
Education
Georgetown University
Master of Science (M.S.)
Georgia Southern University
Master of Business Administration (MBA)
Pace University
Bachelor of Business Administration (B.B.A.), Economics
Elizabeth Malaga-Zuniga's Wachovia Securities Experience September 2000 - November 2005
Job Executive Director, Assistant Complex Director at UBS
Industry Financial Services
Experience
UBS November 2005 - Present
Wachovia Securities September 2000 - November 2005
Investors-Street January 2000 - August 2000
R.K. Grace & Company February 1997 - January 2000
Education
Florida Metropolitan University 1990 — 1994
Business Administration
Maria de las Mercedes 1979 — 1990
High School
UBS November 2005 - Present
Wachovia Securities September 2000 - November 2005
Investors-Street January 2000 - August 2000
R.K. Grace & Company February 1997 - January 2000
Education
Florida Metropolitan University 1990 — 1994
Business Administration
Maria de las Mercedes 1979 — 1990
High School
Chuck Scaravelli's Wachovia Securities Experience February 2008 - June 2009
Job Manager at Fortitude
Industry Staffing and Recruiting
Experience
Fortitude Systems, LLC June 2009 - Present
Wachovia Securities February 2008 - June 2009
Foot Locker, Inc. 2007 - 2008
Skills
Finance, Sales, Account Management, Project Management, Management, Business Analysis, CRM, Marketing, Networking, Analysis, Business Development, Recruiting, Financial Analysis, Program Management, Customer Service, Leadership, Public Relations
Education
Fordham University 2003 — 2007
BS, Business Administration
Fortitude Systems, LLC June 2009 - Present
Wachovia Securities February 2008 - June 2009
Foot Locker, Inc. 2007 - 2008
Skills
Finance, Sales, Account Management, Project Management, Management, Business Analysis, CRM, Marketing, Networking, Analysis, Business Development, Recruiting, Financial Analysis, Program Management, Customer Service, Leadership, Public Relations
Education
Fordham University 2003 — 2007
BS, Business Administration
Bill Allman's Wachovia Securities Experience 2005 - 2007
Job Vice President, Compliance Manager at Scott & Stringfellow
Industry Financial Services
Experience
Scott & Stringfellow Compliance Associate ManagerFirst Clearing, LLC2005 - 2007
Wachovia Securities 2005 - 2007
Education
Georgetown University 1970 — 1974
Scott & Stringfellow Compliance Associate ManagerFirst Clearing, LLC2005 - 2007
Wachovia Securities 2005 - 2007
Education
Georgetown University 1970 — 1974
Ashley Abbott's Wachovia Securities Experience August 2005 - January 2009
Job Administrative Assistant IV at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities May 2014 - Present
Uptown Church February 2009 - January 2014
Wachovia Securities August 2005 - January 2009
Wachovia Securities April 2002 - August 2005
Accenture February 2001 - November 2001
Skills
Event Planning, Project Management, Travel Arrangements, Nonprofits, Community Outreach, PowerPoint, Administrative..., Social Media, Microsoft Word, Customer Service, Training, Management, Microsoft Excel, Microsoft Office
Education
Gardner-Webb University 1996 — 2000
Bachelor of Arts (BA), Communications
Wells Fargo Securities May 2014 - Present
Uptown Church February 2009 - January 2014
Wachovia Securities August 2005 - January 2009
Wachovia Securities April 2002 - August 2005
Accenture February 2001 - November 2001
Skills
Event Planning, Project Management, Travel Arrangements, Nonprofits, Community Outreach, PowerPoint, Administrative..., Social Media, Microsoft Word, Customer Service, Training, Management, Microsoft Excel, Microsoft Office
Education
Gardner-Webb University 1996 — 2000
Bachelor of Arts (BA), Communications
Connor Atkinson's Wachovia Securities Experience June 2006 - April 2009
Job Vice President, Commercial Real Estate at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2015 - Present
Wells Fargo July 2013 - August 2015
Wells Fargo June 2010 - July 2013
Wells Fargo Securities September 2009 - June 2010
Wells Fargo May 2009 - September 2009
Wachovia Securities June 2006 - April 2009
Skills
Real Estate, Credit, Capital Markets, Investment Banking, Financial Modeling, Valuation, Credit Analysis, Investments, Financial Analysis, Portfolio Management, Loans, Commercial Lending, Series 7, Commercial Banking, Due Diligence, Banking, Underwriting, Loan Origination, Cash Flow Lending, Real Estate Lending, Commercial Mortgages, Securities, Mortgage Lending
Education
Furman University 2002 — 2006
Bachelor of Arts, Business Administration
Porter-Gaud 1998 — 2002
Wells Fargo August 2015 - Present
Wells Fargo July 2013 - August 2015
Wells Fargo June 2010 - July 2013
Wells Fargo Securities September 2009 - June 2010
Wells Fargo May 2009 - September 2009
Wachovia Securities June 2006 - April 2009
Skills
Real Estate, Credit, Capital Markets, Investment Banking, Financial Modeling, Valuation, Credit Analysis, Investments, Financial Analysis, Portfolio Management, Loans, Commercial Lending, Series 7, Commercial Banking, Due Diligence, Banking, Underwriting, Loan Origination, Cash Flow Lending, Real Estate Lending, Commercial Mortgages, Securities, Mortgage Lending
Education
Furman University 2002 — 2006
Bachelor of Arts, Business Administration
Porter-Gaud 1998 — 2002
Cherie Quackenbush's Wachovia Securities Experience Regulatory Reporting Team LeaderWachovia Securities, LLCJanuary 2009 - Present
Job Regulatory Reporting Team Leader at Wachovia Securities Financial Network
Industry Financial Services
Experience
Wachovia Securities Regulatory Reporting Team LeaderWachovia Securities, LLCJanuary 2009 - Present
Wachovia Securities, LLC October 1999 - November 2003
Education
Frostburg State University 1992 — 1996
Wachovia Securities Regulatory Reporting Team LeaderWachovia Securities, LLCJanuary 2009 - Present
Wachovia Securities, LLC October 1999 - November 2003
Education
Frostburg State University 1992 — 1996
Susan Craig Duckworth's Wachovia Securities Experience January 2000 - July 2002
Job President, Northeast Freight Transfer Family of Companies
Industry Transportation/Trucking/Railroad
Experience
Northeast Freight Transfer Family of Companies July 2002 - Present
Wachovia Securities January 2000 - July 2002
Northwestern Mutual Life 1998 - 2000
Skills
Transportation, Logistics, Terminal Operations..., Rail freight transload..., New Business Development, Business Development, Strategic Planning, Supply Chain Management, Project Planning, Budget, Process Improvement, Process Scheduler, Inventory Management, Sales Management, Oil and energy services, Budgets, Leadership Development, Freight, Supervisory Skills, Rail
Education
University of Scranton 2008 — 2009
Management
Franklin Pierce University 1978 — 1982
B.S., Business/Accounting
Northeast Freight Transfer Family of Companies July 2002 - Present
Wachovia Securities January 2000 - July 2002
Northwestern Mutual Life 1998 - 2000
Skills
Transportation, Logistics, Terminal Operations..., Rail freight transload..., New Business Development, Business Development, Strategic Planning, Supply Chain Management, Project Planning, Budget, Process Improvement, Process Scheduler, Inventory Management, Sales Management, Oil and energy services, Budgets, Leadership Development, Freight, Supervisory Skills, Rail
Education
University of Scranton 2008 — 2009
Management
Franklin Pierce University 1978 — 1982
B.S., Business/Accounting
William Rutkowski's Wachovia Securities Experience April 2000 - December 2008
Job Vice President at Wachovia Securities
Industry Investment Banking
Experience
Wachovia Securities April 2000 - December 2008
Wachovia Operational Services Corp May 1995 - April 2000
Wachovia Operational Services Corp May 1995 - April 2000
Skills
Credit, Analysis, Loans, Due Diligence, Banking, Portfolio Management, Financial Modeling, Finance, Risk Management
Education
Emory University - Goizueta Business School 1990 — 1994
BBA, Finance
Wachovia Securities April 2000 - December 2008
Wachovia Operational Services Corp May 1995 - April 2000
Wachovia Operational Services Corp May 1995 - April 2000
Skills
Credit, Analysis, Loans, Due Diligence, Banking, Portfolio Management, Financial Modeling, Finance, Risk Management
Education
Emory University - Goizueta Business School 1990 — 1994
BBA, Finance
Knox Huston's Wachovia Securities Experience June 2006 - February 2007
Job Senior Editor at McGrawHill Professional
Industry Publishing
Experience
McGraw-Hill Professional January 2012 - Present
McGraw-Hill Professional July 2009 - January 2012
McGraw-Hill Professional February 2007 - July 2009
Wachovia Securities June 2006 - February 2007
HarperCollins Publishers September 2001 - May 2006
Skills
Editing, Books, Publishing, Content Development, Copy Editing, Marketing Strategy, Leadership, Content Management, Online Publishing, Strategy, Academic Publishing, Content Strategy
Education
Randolph-Macon College 1993 — 1997
BA, English
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Dual concentration in Marketing and Finance, 3.8
McGraw-Hill Professional January 2012 - Present
McGraw-Hill Professional July 2009 - January 2012
McGraw-Hill Professional February 2007 - July 2009
Wachovia Securities June 2006 - February 2007
HarperCollins Publishers September 2001 - May 2006
Skills
Editing, Books, Publishing, Content Development, Copy Editing, Marketing Strategy, Leadership, Content Management, Online Publishing, Strategy, Academic Publishing, Content Strategy
Education
Randolph-Macon College 1993 — 1997
BA, English
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Dual concentration in Marketing and Finance, 3.8
R Mantena's Wachovia Securities Experience June 2008 - November 2008
Job Sr. Actuate/Birt & Applications Developer at Riverside Publishing
Industry Information Technology and Services
Experience
Riverside Publishing October 2008 - Present
Wachovia Securities June 2008 - November 2008
Cognizant Technology Solutions July 2008 - October 2008
Sprint Nextel September 2007 - July 2008
Riverside Publishing August 2006 - September 2007
New Mexico Department of Transportation/ Bency & Associates, LLC January 2005 - August 2006
Skills
SDLC, SQL, Visio, Requirements Analysis, Data Warehousing, Oracle, Business Intelligence, PL/SQL, DB2, Business Analysis, Integration, Testing, Agile Methodologies, Unix, Databases, Microsoft SQL Server, User Acceptance Testing, ETL, Requirements Gathering
Education
Florida State University
Master of Science (M.S.)
Riverside Publishing October 2008 - Present
Wachovia Securities June 2008 - November 2008
Cognizant Technology Solutions July 2008 - October 2008
Sprint Nextel September 2007 - July 2008
Riverside Publishing August 2006 - September 2007
New Mexico Department of Transportation/ Bency & Associates, LLC January 2005 - August 2006
Skills
SDLC, SQL, Visio, Requirements Analysis, Data Warehousing, Oracle, Business Intelligence, PL/SQL, DB2, Business Analysis, Integration, Testing, Agile Methodologies, Unix, Databases, Microsoft SQL Server, User Acceptance Testing, ETL, Requirements Gathering
Education
Florida State University
Master of Science (M.S.)
Dilip Jeyram's Wachovia Securities Experience November 2006 - February 2008
Job IT Manager at Capital One
Industry Information Technology and Services
Experience
Capital One October 2008 - Present
Lawyer's Title Company March 2008 - September 2008
Wachovia Securities November 2006 - February 2008
Capital One February 2003 - October 2006
Skills
Agile Methodologies, Requirements Analysis, SDLC
Education
George Mason University
Capital One October 2008 - Present
Lawyer's Title Company March 2008 - September 2008
Wachovia Securities November 2006 - February 2008
Capital One February 2003 - October 2006
Skills
Agile Methodologies, Requirements Analysis, SDLC
Education
George Mason University
Robert Koontz's Wachovia Securities Experience March 2007 - June 2008
Job Vice President, Multifamily Securitization at Freddie Mac
Industry Capital Markets
Experience
Freddie Mac July 2008 - Present
Wachovia Securities March 2007 - June 2008
Banc of America Securities January 2001 - March 2007
Bank of America January 2000 - January 2001
Education
Georgetown University 2010 — 2013
Masters, Real Estate Finance
University of South Carolina-Columbia 1995 — 1999
Business Adminstration, Finance
Freddie Mac July 2008 - Present
Wachovia Securities March 2007 - June 2008
Banc of America Securities January 2001 - March 2007
Bank of America January 2000 - January 2001
Education
Georgetown University 2010 — 2013
Masters, Real Estate Finance
University of South Carolina-Columbia 1995 — 1999
Business Adminstration, Finance
Robert K. Grunewald's Wachovia Securities Experience January 1997 - January 2006
Job Chief Investment Officer
Industry Financial Services
Experience
Business Development Corp. of America September 2011 - Present
American Capital March 2006 - December 2009
Wachovia Securities January 1997 - January 2006
NationsBank/Montgomery Securities January 1992 - January 1997
C&S/Sovran Corporation January 1984 - January 1995
Education
University of Notre Dame 1980 — 1984
Georgia State University
THE UNIVERSITY OF NOTRE DAMENotre
Finance
Business Development Corp. of America September 2011 - Present
American Capital March 2006 - December 2009
Wachovia Securities January 1997 - January 2006
NationsBank/Montgomery Securities January 1992 - January 1997
C&S/Sovran Corporation January 1984 - January 1995
Education
University of Notre Dame 1980 — 1984
Georgia State University
THE UNIVERSITY OF NOTRE DAMENotre
Finance
Jason Malloy's Wachovia Securities Experience April 2008 - December 2008
Job Internal Audit
Industry Accounting
Experience
Fidelity Bank November 2014 - Present
Broniec Associates February 2009 - November 2014
Wachovia Securities April 2008 - December 2008
Skills
Internal Controls, Sarbanes-Oxley Act, GAAP, Auditing, Accounting, Financial Reporting, General Ledger, Cash Flow, Leadership
Education
Georgia State University 2006 — 2008
BBA - Summa Cum Laude, Finance
Fidelity Bank November 2014 - Present
Broniec Associates February 2009 - November 2014
Wachovia Securities April 2008 - December 2008
Skills
Internal Controls, Sarbanes-Oxley Act, GAAP, Auditing, Accounting, Financial Reporting, General Ledger, Cash Flow, Leadership
Education
Georgia State University 2006 — 2008
BBA - Summa Cum Laude, Finance
Marisa (Hehman) Frackman's Wachovia Securities Experience 2005 - 2007
Job Director, Healthcare Equity Capital Markets
Industry Investment Banking
Experience
Wells Fargo Securities February 2015 - Present
Wells Fargo Securities March 2011 - Present
Wells Fargo Securities July 2007 - March 2011
Wachovia Securities 2005 - 2007
Deutsche Bank 2004 - 2005
Education
Georgetown University
Bachelor of Science, Finance, English
Marymount School of New York
Wells Fargo Securities February 2015 - Present
Wells Fargo Securities March 2011 - Present
Wells Fargo Securities July 2007 - March 2011
Wachovia Securities 2005 - 2007
Deutsche Bank 2004 - 2005
Education
Georgetown University
Bachelor of Science, Finance, English
Marymount School of New York
Brendan Berents, CFS's Wachovia Securities Experience December 2002 - October 2003
Job Regional Sales Manager, Dixon Wells
Industry Insurance
Experience
Dixon Wells February 2015 - Present
Jackson National Life May 2011 - February 2015
Genworth Financial May 2007 - January 2011
Connectivity Solutions October 2003 - April 2007
Wachovia Securities December 2002 - October 2003
Merrill Lynch December 2000 - December 2002
Skills
Fixed Annuities, Series 6, Retirement Planning, Retirement, Investments, Insurance, Financial Advisory, Long-term Care, Variable Annuities, Life & Health Insurance..., Series 63, Mutual Funds, Sales, 401k, Alternative Investments
Education
University of Richmond 2009 — 2011
2011, Liberal Arts
George Mason University
George Mason University
Salisbury School
Dixon Wells February 2015 - Present
Jackson National Life May 2011 - February 2015
Genworth Financial May 2007 - January 2011
Connectivity Solutions October 2003 - April 2007
Wachovia Securities December 2002 - October 2003
Merrill Lynch December 2000 - December 2002
Skills
Fixed Annuities, Series 6, Retirement Planning, Retirement, Investments, Insurance, Financial Advisory, Long-term Care, Variable Annuities, Life & Health Insurance..., Series 63, Mutual Funds, Sales, 401k, Alternative Investments
Education
University of Richmond 2009 — 2011
2011, Liberal Arts
George Mason University
George Mason University
Salisbury School
Jennifer Ray Fisher's Wachovia Securities Experience September 2005 - July 2008
Job Program and Special Events Assistant at Roland Park Place
Industry Human Resources
Experience
Roland Park Place April 2014 - Present
MedStar Good Samaritan Hospital May 2011 - June 2012
Schiavi, Wallace & Rowe, PC July 2008 - May 2011
Wachovia Securities September 2005 - July 2008
Apartment Services, Inc. 1997 - 1999
University of Washington September 1992 - February 1997
Skills
Human Resources, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Healthcare, Leadership, Budgets
Education
Parkville High School 1980 — 2000
Diploma, General
Essex Community College 1987 — 1990
Associate's degree, Administrative Assistant and Secretarial Science, General
Roland Park Place April 2014 - Present
MedStar Good Samaritan Hospital May 2011 - June 2012
Schiavi, Wallace & Rowe, PC July 2008 - May 2011
Wachovia Securities September 2005 - July 2008
Apartment Services, Inc. 1997 - 1999
University of Washington September 1992 - February 1997
Skills
Human Resources, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Healthcare, Leadership, Budgets
Education
Parkville High School 1980 — 2000
Diploma, General
Essex Community College 1987 — 1990
Associate's degree, Administrative Assistant and Secretarial Science, General
Anastasia S. Ivanova's Wachovia Securities Experience February 2008 - Present
Job Financial Specialist
Industry Financial Services
Experience
Wachovia Securities February 2008 - Present
Education
George Mason University
Wachovia Securities February 2008 - Present
Education
George Mason University
Bo Diamond's Wachovia Securities Experience May 2008 - Present
Job Investmemt Banking Analyst at Wachovia Securities
Industry Capital Markets
Experience
Wachovia Securities May 2008 - Present
KTR Capital Partners July 2007 - August 2007
Education
Villanova University 2007 — 2008
M.S., Finance
Georgia Institute of Technology 2003 — 2007
B.S., Architecture
Wachovia Securities May 2008 - Present
KTR Capital Partners July 2007 - August 2007
Education
Villanova University 2007 — 2008
M.S., Finance
Georgia Institute of Technology 2003 — 2007
B.S., Architecture
Andy DeVillers's Wachovia Securities Experience June 2001 - July 2003
Job Director Corporate Development at Wells Fargo
Industry Investment Banking
Experience
Wachovia August 2005 - Present
Wells Fargo August 2005 - Present
Banc of America Capital Investors August 2003 - July 2005
Wachovia Securities June 2001 - July 2003
Education
Georgia Institute of Technology
B.S. in Management
Wachovia August 2005 - Present
Wells Fargo August 2005 - Present
Banc of America Capital Investors August 2003 - July 2005
Wachovia Securities June 2001 - July 2003
Education
Georgia Institute of Technology
B.S. in Management
Fred Passenant's Wachovia Securities Experience 1997 - 2006
Job Managing Director at JMP Credit Advisors
Industry Financial Services
Experience
JMP Credit Corporation May 2006 - Present
Wachovia Securities 1997 - 2006
PARIBAS 1990 - 1997
Manufacturers Hanover Trust February 1985 - May 1988
Skills
Credit Analysis, Financial Structuring, Leveraged Finance, Credit, Investment Banking, Management, Loans, Capital Markets, Syndications, Structured Finance, High Yield, Portfolio Management, Middle Market, Mezzanine, Fixed Income, LBO, Structured Products
Education
Fordham University 1980 — 1984
JMP Credit Corporation May 2006 - Present
Wachovia Securities 1997 - 2006
PARIBAS 1990 - 1997
Manufacturers Hanover Trust February 1985 - May 1988
Skills
Credit Analysis, Financial Structuring, Leveraged Finance, Credit, Investment Banking, Management, Loans, Capital Markets, Syndications, Structured Finance, High Yield, Portfolio Management, Middle Market, Mezzanine, Fixed Income, LBO, Structured Products
Education
Fordham University 1980 — 1984
Roger Shreero's Wachovia Securities Experience January 2001 - August 2011
Job Managing Partner at Parallel Capital
Industry Capital Markets
Experience
Imperial Black January 2013 - Present
Parallel Capital April 2012 - Present
Wachovia Securities January 2001 - August 2011
Wells Fargo Securities 2001 - August 2011
Carter & Associates, LLC 1998 - 2001
SunTrust Robinson Humphrey 1994 - 1998
Skills
1031 Exchanges, Leases, Asset, Tenant, Dispositions, Landlord, Real Estate, Income Properties, Corporate Real Estate, Purchase, Asset Management, Investment Properties, Disposition, Real Estate Economics, Asset Managment, CMBS, Structured Finance, Securitization, Real Estate Development, Commercial Mortgages, Credit, Commercial Real Estate, Acquisitions, Landlords, Capital Markets, Real Estate Financing, Corporate Finance, Mezzanine, Private Equity, Entrepreneurship, Finance, Real Estate Transactions, Property Management, Strategic Negotiations, Due Diligence, Financial Structuring, Commercial Banking, Investments, Portfolio Management, Asset Based Lending, Funding, Brokerage, Loan Origination
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2001
MSc, Finance
Florida State University - College of Business 1990 — 1994
BS, Finance
Largo High School
Largo High School
Imperial Black January 2013 - Present
Parallel Capital April 2012 - Present
Wachovia Securities January 2001 - August 2011
Wells Fargo Securities 2001 - August 2011
Carter & Associates, LLC 1998 - 2001
SunTrust Robinson Humphrey 1994 - 1998
Skills
1031 Exchanges, Leases, Asset, Tenant, Dispositions, Landlord, Real Estate, Income Properties, Corporate Real Estate, Purchase, Asset Management, Investment Properties, Disposition, Real Estate Economics, Asset Managment, CMBS, Structured Finance, Securitization, Real Estate Development, Commercial Mortgages, Credit, Commercial Real Estate, Acquisitions, Landlords, Capital Markets, Real Estate Financing, Corporate Finance, Mezzanine, Private Equity, Entrepreneurship, Finance, Real Estate Transactions, Property Management, Strategic Negotiations, Due Diligence, Financial Structuring, Commercial Banking, Investments, Portfolio Management, Asset Based Lending, Funding, Brokerage, Loan Origination
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2001
MSc, Finance
Florida State University - College of Business 1990 — 1994
BS, Finance
Largo High School
Largo High School
Mulvihill Patrick's Wachovia Securities Experience PresidentKMB InvestmentsApril 1991 - June 2007
Job Financial Consultant at Wachovia Securities
Industry Financial Services
Experience
Wachovia Securities PresidentKMB InvestmentsApril 1991 - June 2007
Education
Florida Institute of Technology
MBA, Finance
Wachovia Securities PresidentKMB InvestmentsApril 1991 - June 2007
Education
Florida Institute of Technology
MBA, Finance
Pam Canova's Wachovia Securities Experience 1998 - 2008
Job Executive Assistant at VHQC
Industry Hospital & Health Care
Experience
VHQC April 2010 - Present
Wachovia Securities 1998 - 2008
Education
Georgia Institute of Technology 1976 — 1979
Bachelor of Chemical Engineering
VHQC April 2010 - Present
Wachovia Securities 1998 - 2008
Education
Georgia Institute of Technology 1976 — 1979
Bachelor of Chemical Engineering
John Schellpfeffer's Wachovia Securities Experience 2002 - 2008
Job Managing Director at Wells Fargo Real Estate Capital Markets
Industry Commercial Real Estate
Experience
Wells Fargo Real Estate Capital Markets 2010 - Present
Wells Fargo Bank, N.A. 2009 - 2010
Wachovia Securities 2002 - 2008
First Union Securities 1998 - 2002
Austin Realty Advisors, LLC 1995 - 1998
GE Capital - Commercial Real Estate 1987 - 1995
Education
Fairfield University 1983 — 1987
BS, Finance
Southern Methodist University
Southern Methodist University
Southern Methodist University
Wells Fargo Real Estate Capital Markets 2010 - Present
Wells Fargo Bank, N.A. 2009 - 2010
Wachovia Securities 2002 - 2008
First Union Securities 1998 - 2002
Austin Realty Advisors, LLC 1995 - 1998
GE Capital - Commercial Real Estate 1987 - 1995
Education
Fairfield University 1983 — 1987
BS, Finance
Southern Methodist University
Southern Methodist University
Southern Methodist University
Charles Watson's Wachovia Securities Experience February 2003 - August 2008
Job Managing Director, Financial Sponsors Group, William Blair & Company
Industry Investment Banking
Experience
William Blair and Company January 2010 - Present
MBL Advisors Inc. 2009 - 2009
Wachovia Securities February 2003 - August 2008
Wachovia Securities June 1997 - February 2003
KPMG Corporate Finance May 1995 - June 1997
Arthur Andersen September 1990 - September 1992
Education
University of Georgia - Terry College of Business 1992 — 1994
MBA, Finance, Real Estate, Investments
Furman University 1986 — 1990
BA, Accounting
William Blair and Company January 2010 - Present
MBL Advisors Inc. 2009 - 2009
Wachovia Securities February 2003 - August 2008
Wachovia Securities June 1997 - February 2003
KPMG Corporate Finance May 1995 - June 1997
Arthur Andersen September 1990 - September 1992
Education
University of Georgia - Terry College of Business 1992 — 1994
MBA, Finance, Real Estate, Investments
Furman University 1986 — 1990
BA, Accounting
Matthew Power's Wachovia Securities Experience April 2001 - June 2004
Job Senior Vice President Wealth Management and Branch Manager UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. March 2012 - Present
Stifel Nicolaus September 2009 - March 2012
UBS Financial Services Inc. December 2006 - September 2009
UBS Financial Services Inc. March 2006 - December 2006
UBS Financial Services Inc. June 2004 - March 2006
Wachovia Securities April 2001 - June 2004
Smith Barney 1996 - 2001
Greenbaum, Rowe, Smith & Davis, LLP 1991 - 1995
Education
Fordham University School of Law 1982 — 1985
JD, Law
SUNY Albany 1978 — 1982
Bachelor of Arts (B.A.), Economics
UBS Financial Services Inc. March 2012 - Present
Stifel Nicolaus September 2009 - March 2012
UBS Financial Services Inc. December 2006 - September 2009
UBS Financial Services Inc. March 2006 - December 2006
UBS Financial Services Inc. June 2004 - March 2006
Wachovia Securities April 2001 - June 2004
Smith Barney 1996 - 2001
Greenbaum, Rowe, Smith & Davis, LLP 1991 - 1995
Education
Fordham University School of Law 1982 — 1985
JD, Law
SUNY Albany 1978 — 1982
Bachelor of Arts (B.A.), Economics
Rick Siemers's Wachovia Securities Experience September 2004 - November 2004
Job Vice President TMC Bonds
Industry Financial Services
Experience
TMC Bonds, LLC April 2010 - Present
Advisor Group (Royal Alliance) October 2007 - April 2010
Goldenberg Hehmeyer Trading Co Ltd July 2005 - August 2007
Merrill Lynch December 2004 - March 2005
Wachovia Securities September 2004 - November 2004
UBS June 2004 - August 2004
Skills
Series 7, Series 63, Series 24, Trading, Financial Markets, Treasury, Treasury Management, FINRA, Bloomberg, Investments, Securities, Equities, Structured Products, Bonds, Capital Markets, Fixed Income
Education
Fairfield University 2001 — 2005
B.S., Finance and Information Systems
TMC Bonds, LLC April 2010 - Present
Advisor Group (Royal Alliance) October 2007 - April 2010
Goldenberg Hehmeyer Trading Co Ltd July 2005 - August 2007
Merrill Lynch December 2004 - March 2005
Wachovia Securities September 2004 - November 2004
UBS June 2004 - August 2004
Skills
Series 7, Series 63, Series 24, Trading, Financial Markets, Treasury, Treasury Management, FINRA, Bloomberg, Investments, Securities, Equities, Structured Products, Bonds, Capital Markets, Fixed Income
Education
Fairfield University 2001 — 2005
B.S., Finance and Information Systems
Mario Conelly, MBA's Wachovia Securities Experience October 2008 - April 2009
Job Sr Broker DealerRetail Annuity Products, MetLife
Industry Insurance
Experience
MetLife 2014 - Present
Wells Fargo January 2013 - February 2014
RANDSTADT November 2009 - April 2012
WACHOVIA SECURITIES October 2008 - April 2009
WACHOVIA SECURITIES, LLC January 1999 - January 2009
WACHOVIA SECURITIES November 2005 - September 2008
WACHOVIA SECURITIES January 2004 - November 2005
WACHOVIA SECURITIES November 1999 - January 2003
Skills
Access, Data Analysis, Process Improvement, Leadership, Customer Service, Vendor Management, Call Center, Outlook, Business Analysis, Financial Analysis
Education
Pfeiffer University
M.B.A, Business Administration and Management, General
Fort Valley State University 1993 — 1997
BA, Degree, Mass Communications
MetLife 2014 - Present
Wells Fargo January 2013 - February 2014
RANDSTADT November 2009 - April 2012
WACHOVIA SECURITIES October 2008 - April 2009
WACHOVIA SECURITIES, LLC January 1999 - January 2009
WACHOVIA SECURITIES November 2005 - September 2008
WACHOVIA SECURITIES January 2004 - November 2005
WACHOVIA SECURITIES November 1999 - January 2003
Skills
Access, Data Analysis, Process Improvement, Leadership, Customer Service, Vendor Management, Call Center, Outlook, Business Analysis, Financial Analysis
Education
Pfeiffer University
M.B.A, Business Administration and Management, General
Fort Valley State University 1993 — 1997
BA, Degree, Mass Communications
John. Fleming1's Wachovia Securities Experience ClerkBagel InnJanuary 1978 - June 1982
Job CFP at Wachovia securities
Industry Financial Services
Experience
Wachovia securities ClerkBagel InnJanuary 1978 - June 1982
Education
Florida State University - College of Business 1980 — 1981
BS, Finance
State College of Florida-Manatee-Sarasota 1978 — 1979
AA, Finance
Wachovia securities ClerkBagel InnJanuary 1978 - June 1982
Education
Florida State University - College of Business 1980 — 1981
BS, Finance
State College of Florida-Manatee-Sarasota 1978 — 1979
AA, Finance
Denise Parrish's Wachovia Securities Experience September 2008 - Present
Job Rate Lock Analyst at Wachovia Securities
Industry Banking
Experience
Wachovia Securities September 2008 - Present
Education
Fayetteville State University 1989 — 1993
BS, Business Administration
Wachovia Securities September 2008 - Present
Education
Fayetteville State University 1989 — 1993
BS, Business Administration
Stephen Breton's Wachovia Securities Experience 2006 - 2008
Job Marketing Database Analyst at EverBank
Industry Information Technology and Services
Experience
EverBank February 2014 - Present
Citi November 2012 - January 2014
EverBank April 2011 - November 2012
Lender Processing Services, Inc. (LPS) October 2009 - April 2011
TD Ameritrade 2008 - November 2009
Wachovia Securities 2006 - 2008
Florida International University December 2005 - August 2006
Skills
Microsoft SQL Server, Visio, Business Intelligence, SQL, SSIS, SSRS, Access, T-SQL, .NET, ETL, Data Warehousing, Crystal Reports
Education
Florida International University 2005 — 2006
Information Technology, SQL Server, .NET
University of Virginia 1996 — 2001
Economics, Government, Economics, English
EverBank February 2014 - Present
Citi November 2012 - January 2014
EverBank April 2011 - November 2012
Lender Processing Services, Inc. (LPS) October 2009 - April 2011
TD Ameritrade 2008 - November 2009
Wachovia Securities 2006 - 2008
Florida International University December 2005 - August 2006
Skills
Microsoft SQL Server, Visio, Business Intelligence, SQL, SSIS, SSRS, Access, T-SQL, .NET, ETL, Data Warehousing, Crystal Reports
Education
Florida International University 2005 — 2006
Information Technology, SQL Server, .NET
University of Virginia 1996 — 2001
Economics, Government, Economics, English
Bill Clifford, CFP®'s Wachovia Securities Experience 1999 - 2005
Job Managing Director at Vigilant Capital Management, LLC.
Industry Investment Management
Experience
Vigilant Capital Management, LLC 2012 - Present
People's United Bank 2005 - September 2012
Wachovia Securities 1999 - 2005
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Asset Allocation, Investments
Education
Florida State University 2009 — 2011
Financial Planning
Providence College 1995 — 1999
Political Science & Business Studies Program
Vigilant Capital Management, LLC 2012 - Present
People's United Bank 2005 - September 2012
Wachovia Securities 1999 - 2005
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Asset Allocation, Investments
Education
Florida State University 2009 — 2011
Financial Planning
Providence College 1995 — 1999
Political Science & Business Studies Program
W Kevin Reed's Wachovia Securities Experience May 2000 - January 2002
Job Financial Services Professional
Industry Financial Services
Experience
Liberty Tax January 2013 - Present
TIAA-CREF September 2010 - July 2012
Bank of America January 2002 - January 2009
WACHOVIA SECURITIES May 2000 - January 2002
First Union January 1996 - January 2000
Education
Grambling State University
Bachelor of Science, Accounting
Liberty Tax January 2013 - Present
TIAA-CREF September 2010 - July 2012
Bank of America January 2002 - January 2009
WACHOVIA SECURITIES May 2000 - January 2002
First Union January 1996 - January 2000
Education
Grambling State University
Bachelor of Science, Accounting
Elisabeth Baldwin's Wachovia Securities Experience January 1994 - July 2009
Job Financial Consultant at Regions Invesment Solutions
Industry Financial Services
Experience
Regions Invesment Solutions May 2014 - Present
Raymond James July 2012 - May 2014
BB&T Wealth Management August 2009 - July 2012
Wachovia Securities January 1994 - July 2009
Wachovia Bank June 1991 - December 1993
Skills
Wealth Management, Financial Planning, Asset Management, High Net Worth..., Series 7, Investments, Series 65, Retirement Planning, Wealth Management..., Investment Advisory, Asset Allocation, Estate Planning, Investment Management, Uniform Combined State..., Series 63, Investment Strategies, Public Speaking, Term Life Insurance, Financial Advisory, Retirement, Long-term Care, Strategic Financial..., Securities, Financial Planners, Financial Services, Fixed Annuities, Life Insurance, 401k, Finance, Long Term Care Insurance, Banking, Risk Management, IRAs, Mutual Funds, 401k Rollovers, Series 6, Variable Annuities
Education
Furman University 1987 — 1991
BA, English
Regions Invesment Solutions May 2014 - Present
Raymond James July 2012 - May 2014
BB&T Wealth Management August 2009 - July 2012
Wachovia Securities January 1994 - July 2009
Wachovia Bank June 1991 - December 1993
Skills
Wealth Management, Financial Planning, Asset Management, High Net Worth..., Series 7, Investments, Series 65, Retirement Planning, Wealth Management..., Investment Advisory, Asset Allocation, Estate Planning, Investment Management, Uniform Combined State..., Series 63, Investment Strategies, Public Speaking, Term Life Insurance, Financial Advisory, Retirement, Long-term Care, Strategic Financial..., Securities, Financial Planners, Financial Services, Fixed Annuities, Life Insurance, 401k, Finance, Long Term Care Insurance, Banking, Risk Management, IRAs, Mutual Funds, 401k Rollovers, Series 6, Variable Annuities
Education
Furman University 1987 — 1991
BA, English
Clarence Morson's Wachovia Securities Experience October 1999 - January 2003
Job Financial Services Professional
Industry Financial Services
Experience
Shelbourne Securities April 2006 - November 2009
Shelbourne Securities April 2006 - November 2009
Janney Montgomery Scott, LLC February 2003 - April 2006
Wachovia Securities October 1999 - January 2003
Paine Webber Brokerage Company (UBS) October 1998 - October 1999
Thomas Securities October 1997 - October 1998
Smith Barney October 1994 - October 1997
Lehman Brothers March 1987 - October 1994
Education
Fisher College
AA, Business Administration
Johnson & Wales
BS, Computer Systems Management
Shelbourne Securities April 2006 - November 2009
Shelbourne Securities April 2006 - November 2009
Janney Montgomery Scott, LLC February 2003 - April 2006
Wachovia Securities October 1999 - January 2003
Paine Webber Brokerage Company (UBS) October 1998 - October 1999
Thomas Securities October 1997 - October 1998
Smith Barney October 1994 - October 1997
Lehman Brothers March 1987 - October 1994
Education
Fisher College
AA, Business Administration
Johnson & Wales
BS, Computer Systems Management
Elizabeth Marin's Wachovia Securities Experience March 2005 - April 2007
Job Business Unit Treasurer Annuities and Retirement at Prudential Financial
Industry Financial Services
Experience
Prudential Financial Vice President, Financial Planning & AnalysisPrudential FinancialJanuary 2011 - August 2014
BMO Capital Markets May 2007 - January 2009
WACHOVIA SECURITIES March 2005 - April 2007
BANC OF AMERICA SECURITIES LLC 2001 - 2005
Salomon Smith Barney January 2001 - January 2003
Salomon Smith Barney August 1995 - December 1998
COOPERS & LYBRAND, LLP January 1992 - January 1993
Skills
Mergers & Acquisitions, Capital Markets, Finance, Financial Analysis, Equities, Financial Services, Strategy, Management, Acquisitions, Auditing, IPO, Private Placements, CRM, Mortgage Lending, Sales, Financial Advisory, Divestitures, Investment Properties, Financial Institutions, Securitization
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
Master, Business Administration
Fairfield University 1986 — 1990
Bachelor of Science, Accounting & Finance
Prudential Financial Vice President, Financial Planning & AnalysisPrudential FinancialJanuary 2011 - August 2014
BMO Capital Markets May 2007 - January 2009
WACHOVIA SECURITIES March 2005 - April 2007
BANC OF AMERICA SECURITIES LLC 2001 - 2005
Salomon Smith Barney January 2001 - January 2003
Salomon Smith Barney August 1995 - December 1998
COOPERS & LYBRAND, LLP January 1992 - January 1993
Skills
Mergers & Acquisitions, Capital Markets, Finance, Financial Analysis, Equities, Financial Services, Strategy, Management, Acquisitions, Auditing, IPO, Private Placements, CRM, Mortgage Lending, Sales, Financial Advisory, Divestitures, Investment Properties, Financial Institutions, Securitization
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
Master, Business Administration
Fairfield University 1986 — 1990
Bachelor of Science, Accounting & Finance
Cristian Homescu's Wachovia Securities Experience January 2007 - July 2008
Job Director at Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch May 2015 - Present
Consulting firm October 2014 - May 2015
Wells Fargo Securities August 2008 - September 2014
Wachovia Securities January 2007 - July 2008
Wachovia Securities September 2005 - December 2006
University of California, Santa Barbara 2002 - 2005
Skills
Quantitative Finance, Quantitative Analytics, Options, Market Risk, FX Options, Derivatives, VBA, Numerical Analysis, Monte Carlo Simulation, Commodity, Matlab, Quantitative Investing, Stochastic Calculus, Trading, Valuation, Time Series Analysis, Fortran, Commodity Markets, Financial Risk, Risk Management, C, Interest Rate..., Optimization, Rates, Trading Systems, Portfolio Management, Volatility, Equity Derivatives, Java, Data Analysis, Fixed Income, Asset Management, Computational..., High Performance..., Counterparty Risk, Financial Markets, Numerical Methods, C++, R, Factor investing, Pricing models, Multi-Asset investment..., Risk budgeting
Education
Florida State University
PhD, Applied Mathematics
Université Paris Sud (Paris XI) 1994 — 1995
DEA, Numerical Analysis
Universitatea din Craiova 1990 — 1994
MSc, Mathematics
Bank of America Merrill Lynch May 2015 - Present
Consulting firm October 2014 - May 2015
Wells Fargo Securities August 2008 - September 2014
Wachovia Securities January 2007 - July 2008
Wachovia Securities September 2005 - December 2006
University of California, Santa Barbara 2002 - 2005
Skills
Quantitative Finance, Quantitative Analytics, Options, Market Risk, FX Options, Derivatives, VBA, Numerical Analysis, Monte Carlo Simulation, Commodity, Matlab, Quantitative Investing, Stochastic Calculus, Trading, Valuation, Time Series Analysis, Fortran, Commodity Markets, Financial Risk, Risk Management, C, Interest Rate..., Optimization, Rates, Trading Systems, Portfolio Management, Volatility, Equity Derivatives, Java, Data Analysis, Fixed Income, Asset Management, Computational..., High Performance..., Counterparty Risk, Financial Markets, Numerical Methods, C++, R, Factor investing, Pricing models, Multi-Asset investment..., Risk budgeting
Education
Florida State University
PhD, Applied Mathematics
Université Paris Sud (Paris XI) 1994 — 1995
DEA, Numerical Analysis
Universitatea din Craiova 1990 — 1994
MSc, Mathematics
Dilberhan Shermat's Wachovia Securities Experience May 2005 - August 2007
Job Atty Asst at Hogan Lovells
Industry Financial Services
Experience
Bistro bis January 2015 - Present
Teds bulletin 14 street September 2013 - January 2015
Teds bulletin 14 street September 2013 - January 2015
Hogan Lovells October 2012 - August 2013
Omega Wealth Management March 2011 - October 2012
Weinberg, Jacobs & Tolani, LLP August 2007 - March 2011
Wachovia Securities May 2005 - August 2007
Wachovia Securities May 2005 - August 2007
Randstad August 2004 - May 2005
Platinum Marketing August 2002 - January 2003
Skills
Administrative Support, Outlook, Customer Service, Excel, Microsoft Office, Word, Customer Relations, PowerPoint, Data Entry, Administration, Event Planning, Research, Scheduling, Microsoft Excel
Education
George Mason University 2007 — 2009
Bachelors, Sociology
Parks College 2003 — 2005
Associates, Paralegal
George Mason University
Bachelors, Sociology
Howard University
Howard University
Parks College
Associates, Paralegal
Bistro bis January 2015 - Present
Teds bulletin 14 street September 2013 - January 2015
Teds bulletin 14 street September 2013 - January 2015
Hogan Lovells October 2012 - August 2013
Omega Wealth Management March 2011 - October 2012
Weinberg, Jacobs & Tolani, LLP August 2007 - March 2011
Wachovia Securities May 2005 - August 2007
Wachovia Securities May 2005 - August 2007
Randstad August 2004 - May 2005
Platinum Marketing August 2002 - January 2003
Skills
Administrative Support, Outlook, Customer Service, Excel, Microsoft Office, Word, Customer Relations, PowerPoint, Data Entry, Administration, Event Planning, Research, Scheduling, Microsoft Excel
Education
George Mason University 2007 — 2009
Bachelors, Sociology
Parks College 2003 — 2005
Associates, Paralegal
George Mason University
Bachelors, Sociology
Howard University
Howard University
Parks College
Associates, Paralegal
Aishwarya Vikram's Wachovia Securities Experience November 2006 - August 2008
Job Development Manager\ManagerProjectsPMP,CSM
Industry Financial Services
Experience
Cognizant Technology Solutions February 2014 - Present
iGATE April 2012 - February 2014
Wells Fargo Advisors September 2008 - April 2012
Wachovia Securities November 2006 - August 2008
Wachovia Securities December 2005 - November 2006
Infosys Technologies January 2005 - March 2006
Infosys Technologies Limited August 2005 - December 2005
Allen berry Corporations August 2004 - May 2005
Skills
ASP.NET, Visio, Data Migration, Quality Center, Oracle, XML, Harvest, UML Tools, UML, Solution Architecture, Solution Implementation, Process Improvement, ADO.NET, Software Quality..., Business Analysis, Toad, Systems Analysis, Testing, MS Project, PMP, Primavera P6, Project Management
Education
Southern Methodist University - Cox School of Business 2015 — 2016
Graduate Finance Certificate Program, Accounting and Finance
Guru Gobind Singh Indraprastha University 2001 — 2005
Cognizant Technology Solutions February 2014 - Present
iGATE April 2012 - February 2014
Wells Fargo Advisors September 2008 - April 2012
Wachovia Securities November 2006 - August 2008
Wachovia Securities December 2005 - November 2006
Infosys Technologies January 2005 - March 2006
Infosys Technologies Limited August 2005 - December 2005
Allen berry Corporations August 2004 - May 2005
Skills
ASP.NET, Visio, Data Migration, Quality Center, Oracle, XML, Harvest, UML Tools, UML, Solution Architecture, Solution Implementation, Process Improvement, ADO.NET, Software Quality..., Business Analysis, Toad, Systems Analysis, Testing, MS Project, PMP, Primavera P6, Project Management
Education
Southern Methodist University - Cox School of Business 2015 — 2016
Graduate Finance Certificate Program, Accounting and Finance
Guru Gobind Singh Indraprastha University 2001 — 2005
Erica Van Buren's Wachovia Securities Experience September 2008 - March 2009
Job Transportation Security Officer at TSA
Industry Government Administration
Experience
TSA October 2011 - Present
Department of Homeland Security October 2011 - Present
Bunzl Distribution August 2011 - September 2011
Abbott Ambulance July 2011 - July 2011
Wells Fargo Advisors March 2009 - November 2009
Wachovia Securities September 2008 - March 2009
Express Scripts May 2008 - September 2008
Federal Record Center June 2005 - April 2008
Enterprise Reservation Center May 2003 - June 2004
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, HTML, Social Media, Teamwork
Education
Fontbonne University 2010 — 2013
Fontbonne University 2010 — 2013
BA, English
TSA October 2011 - Present
Department of Homeland Security October 2011 - Present
Bunzl Distribution August 2011 - September 2011
Abbott Ambulance July 2011 - July 2011
Wells Fargo Advisors March 2009 - November 2009
Wachovia Securities September 2008 - March 2009
Express Scripts May 2008 - September 2008
Federal Record Center June 2005 - April 2008
Enterprise Reservation Center May 2003 - June 2004
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, HTML, Social Media, Teamwork
Education
Fontbonne University 2010 — 2013
Fontbonne University 2010 — 2013
BA, English
Krick Clark's Wachovia Securities Experience 2004 - 2008
Job Telecom, Media and Entertainment Fixed Income Analyst at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments 2008 - July 2012
Wachovia Securities 2004 - 2008
Banc of America Securities 2001 - 2004
First Union Securities June 1998 - March 2001
Skills
CFA, Painting, Yoga, Investment Banking, Chartered Financial..., Banking, Capital Markets, Bonds, Equities, Asset Management, ABS, Bloomberg, Financial Institutions, Investments, Portfolio Management, Finance, Fixed Income, Valuation, Financial Modeling
Education
Georgetown University 1994 — 1998
B.S., Finance and International Business
Fidelity Investments July 2012 - Present
Fidelity Investments 2008 - July 2012
Wachovia Securities 2004 - 2008
Banc of America Securities 2001 - 2004
First Union Securities June 1998 - March 2001
Skills
CFA, Painting, Yoga, Investment Banking, Chartered Financial..., Banking, Capital Markets, Bonds, Equities, Asset Management, ABS, Bloomberg, Financial Institutions, Investments, Portfolio Management, Finance, Fixed Income, Valuation, Financial Modeling
Education
Georgetown University 1994 — 1998
B.S., Finance and International Business
Doug Haas's Wachovia Securities Experience
Job Retired
Industry Financial Services
Experience
Wachovia Securities
Skills
Customer Service, Small Business, Retail, Entrepreneurship
Education
Gettysburg College
Bachelor's degree, Business Administration and Management, General
Wachovia Securities
Skills
Customer Service, Small Business, Retail, Entrepreneurship
Education
Gettysburg College
Bachelor's degree, Business Administration and Management, General
Anthony Mazzo's Wachovia Securities Experience 2002 - 2007
Job Sr. Vice President Investments at UBS FInancial Services Inc.
Industry Financial Services
Experience
Financial Services Inc. July 2011 - Present
UBS Financial 2011 - 2014
UBS Financial 2011 - 2014
Oppenheimer & Co. July 2006 - July 2011
Wachovia securities 2002 - 2007
Skills
Investments, Retirement Planning, Retirement Savings, Asset Allocation, Wealth Management, Alternative Investments, Portfolio Management, Risk Analysis, Finance, Fixed Income, Variable Annuities, Life Insurance, Health Insurance, Long Term Care Insurance, Mutual Funds, Stocks, Securities, Series 7, Series 63, Investment Advisory, Investment Strategies, Series 65
Education
Florida Atlantic University 1991 — 1994
Business Finance
Greensboro College North Carolina 1989 — 1991
Business Finance
Financial Services Inc. July 2011 - Present
UBS Financial 2011 - 2014
UBS Financial 2011 - 2014
Oppenheimer & Co. July 2006 - July 2011
Wachovia securities 2002 - 2007
Skills
Investments, Retirement Planning, Retirement Savings, Asset Allocation, Wealth Management, Alternative Investments, Portfolio Management, Risk Analysis, Finance, Fixed Income, Variable Annuities, Life Insurance, Health Insurance, Long Term Care Insurance, Mutual Funds, Stocks, Securities, Series 7, Series 63, Investment Advisory, Investment Strategies, Series 65
Education
Florida Atlantic University 1991 — 1994
Business Finance
Greensboro College North Carolina 1989 — 1991
Business Finance
William McCamey's Wachovia Securities Experience June 1993 - January 2003
Job CFO & Treasurer at Atlanticus
Industry Financial Services
Experience
Atlanticus January 2014 - Present
CompuCredit March 2004 - December 2013
Watershed Advisors January 2003 - March 2004
Wachovia Securities June 1993 - January 2003
Education
Goizueta Business School, Emory University 1991 — 1993
MBA, Finance, General
The College of William and Mary 1987 — 1991
BA, History
Atlanticus January 2014 - Present
CompuCredit March 2004 - December 2013
Watershed Advisors January 2003 - March 2004
Wachovia Securities June 1993 - January 2003
Education
Goizueta Business School, Emory University 1991 — 1993
MBA, Finance, General
The College of William and Mary 1987 — 1991
BA, History
Richard Re's Wachovia Securities Experience 2003 - February 2005
Job Director Operations Management at Prudential Insurance
Industry Insurance
Experience
PRUDENTIAL FINANCIAL INC March 2005 - April 2011
WACHOVIA SECURITIES 2003 - February 2005
PRUDENTIAL SECURITIES INC January 1991 - January 2003
GOLDDOME BANK January 1983 - January 1991
DIME SAVINGS BANK January 1971 - January 1983
Education
Fordham University 1977 — 1979
MBA
Saint John's University
Bachelor of Science, Marketing
PRUDENTIAL FINANCIAL INC March 2005 - April 2011
WACHOVIA SECURITIES 2003 - February 2005
PRUDENTIAL SECURITIES INC January 1991 - January 2003
GOLDDOME BANK January 1983 - January 1991
DIME SAVINGS BANK January 1971 - January 1983
Education
Fordham University 1977 — 1979
MBA
Saint John's University
Bachelor of Science, Marketing
Libby Romack's Wachovia Securities Experience June 2008 - December 2008
Job Managing Director Investments at Benjamin F. Edwards & Co.
Industry Investment Management
Experience
Benjamin F. Edwards & Co. September 2011 - Present
Wells Fargo Advisors December 2008 - September 2011
Wachovia Securities June 2008 - December 2008
A G Edwards & Co. April 1993 - June 2007
Skills
Investment Planning, Retirement Planning, Estate Planning, College Education..., Investments, Finance, Series 7, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Retirement
Education
Gulf Coast Community College 1987 — 1994
Associate of Arts (A.A.)
Mosley High School 1984 — 1987
Benjamin F. Edwards & Co. September 2011 - Present
Wells Fargo Advisors December 2008 - September 2011
Wachovia Securities June 2008 - December 2008
A G Edwards & Co. April 1993 - June 2007
Skills
Investment Planning, Retirement Planning, Estate Planning, College Education..., Investments, Finance, Series 7, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Retirement
Education
Gulf Coast Community College 1987 — 1994
Associate of Arts (A.A.)
Mosley High School 1984 — 1987
L Sellers's Wachovia Securities Experience September 1999 - October 2001
Job Instructional Designer at Camstar Systems, Inc.
Industry Computer Software
Experience
Camstar Systems, Inc. July 2012 - Present
Cytec October 2001 - June 2012
Wachovia Securities September 1999 - October 2001
Skills
SnagIt, Captivate, Camtasia, Technical Writing, User Interface Design, User Experience, RoboHelp, Instructional Design, Information Architecture, Adobe Acrobat, CSS, Adobe eLearning Suite, Articulate Storyline, Adobe Elements
Education
Gardner-Webb University
Bachelor of Science (BS), Education & MIS
Camstar Systems, Inc. July 2012 - Present
Cytec October 2001 - June 2012
Wachovia Securities September 1999 - October 2001
Skills
SnagIt, Captivate, Camtasia, Technical Writing, User Interface Design, User Experience, RoboHelp, Instructional Design, Information Architecture, Adobe Acrobat, CSS, Adobe eLearning Suite, Articulate Storyline, Adobe Elements
Education
Gardner-Webb University
Bachelor of Science (BS), Education & MIS
Jeff Dorr's Wachovia Securities Experience June 2006 - July 2008
Job Vice President of Finance and Corporate Operations at CoreSite
Industry Information Technology and Services
Experience
CoreSite January 2010 - Present
CoreSite August 2008 - December 2009
Wachovia Securities June 2006 - July 2008
Skills
Financial Modeling, Operational Excellence, Sales Operations, Financial Analysis, Financial Reporting, Capital Budgeting, Operating Budgets, Mergers & Acquisitions, IPO, Investment Banking, Business Operations, Business Intelligence, Capital Raising, Business Process..., Eagle Scout, Data Center, Finance, Management, Corporate Finance, Forecasting, Valuation, SaaS, Business Development, CRM, Salesforce.com, Project Management
Education
Georgetown University 2002 — 2006
Bachelor of Science (BS), Finance and Accounting
CoreSite January 2010 - Present
CoreSite August 2008 - December 2009
Wachovia Securities June 2006 - July 2008
Skills
Financial Modeling, Operational Excellence, Sales Operations, Financial Analysis, Financial Reporting, Capital Budgeting, Operating Budgets, Mergers & Acquisitions, IPO, Investment Banking, Business Operations, Business Intelligence, Capital Raising, Business Process..., Eagle Scout, Data Center, Finance, Management, Corporate Finance, Forecasting, Valuation, SaaS, Business Development, CRM, Salesforce.com, Project Management
Education
Georgetown University 2002 — 2006
Bachelor of Science (BS), Finance and Accounting
Merrill Lynch
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank