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
John Oakes John Oakes's Wachovia Securities Experience July 1986 - February 2002
Job MBS Passthrough Trading Manager at Incapital
Industry Capital Markets
Experience
Incapital June 2009 - Present
Jefferies & Company October 2008 - June 2009
Client First Settlement Funding December 2007 - October 2008
ABN AMRO Mortgage Capital Markets February 2002 - December 2007
Wachovia Securities July 1986 - February 2002
Wachovia Mortgage Company 1986 - 1989
Skills
Fixed Income Trading, MBS, Loans, Fixed Income, Capital Markets, Securitization, Series 7, Residential Mortgages, Trading, Bloomberg, Mortgage, Bonds, Excel, Series 24, Series 63
Education
Wake Forest University School of Business 1987 — 1989
MBA, Finance
Indiana University Bloomington 1982 — 1985
BS, Finance
Incapital June 2009 - Present
Jefferies & Company October 2008 - June 2009
Client First Settlement Funding December 2007 - October 2008
ABN AMRO Mortgage Capital Markets February 2002 - December 2007
Wachovia Securities July 1986 - February 2002
Wachovia Mortgage Company 1986 - 1989
Skills
Fixed Income Trading, MBS, Loans, Fixed Income, Capital Markets, Securitization, Series 7, Residential Mortgages, Trading, Bloomberg, Mortgage, Bonds, Excel, Series 24, Series 63
Education
Wake Forest University School of Business 1987 — 1989
MBA, Finance
Indiana University Bloomington 1982 — 1985
BS, Finance
Charlie Minotto Charlie Minotto's Wachovia Securities Experience March 2003 - March 2004
Job Senior Financial Analyst at Cox Business
Industry Telecommunications
Experience
Cox Business January 2014 - Present
Cox Communications September 2011 - January 2014
Verizon Business April 2004 - August 2011
Wachovia Securities March 2003 - March 2004
Citigroup April 1996 - February 2002
Skills
Financial Modeling, Pricing, Oracle, Data Manipulation, Essbase, Financial Analysis, Variance Analysis, Forecasting, Financial Reporting, Process Improvement, Ad Hoc Reporting, Account Reconciliation, Hyperion Planning, Access, Corporate Finance, Budgets, Finance, Accounting, Analysis, Management, Leadership, Financial Planning, Cross-functional Team...
Education
Hofstra University 1989 — 1993
BBA, Accounting/Finance, 3.7 GPA
Cox Business January 2014 - Present
Cox Communications September 2011 - January 2014
Verizon Business April 2004 - August 2011
Wachovia Securities March 2003 - March 2004
Citigroup April 1996 - February 2002
Skills
Financial Modeling, Pricing, Oracle, Data Manipulation, Essbase, Financial Analysis, Variance Analysis, Forecasting, Financial Reporting, Process Improvement, Ad Hoc Reporting, Account Reconciliation, Hyperion Planning, Access, Corporate Finance, Budgets, Finance, Accounting, Analysis, Management, Leadership, Financial Planning, Cross-functional Team...
Education
Hofstra University 1989 — 1993
BBA, Accounting/Finance, 3.7 GPA
Paul Jeffrey Paul Jeffrey's Wachovia Securities Experience 1999 - 2002
Job Owner, FairviewFinancial, Registered Investment Advisor
Industry Investment Management
Experience
Fairview Financial LLC August 2002 - Present
Wachovia Securities 1999 - 2002
Paine Webber 1994 - 1999
Skills
Investments, Wealth Management, Portfolio Management, Insurance, Investment Advisory, 401k, Financial Services, Finance, Series 7, Investment Strategies, Hedge Funds, Series 63, Retirement Planning, Alternative Investments, Strategic Financial..., Asset Management
Education
Harvard University 1979 — 1983
Bachelor of Arts (BA), Economics
Ridley College - St. Catherines, Ontario 1976 — 1978
High School
Fairview Financial LLC August 2002 - Present
Wachovia Securities 1999 - 2002
Paine Webber 1994 - 1999
Skills
Investments, Wealth Management, Portfolio Management, Insurance, Investment Advisory, 401k, Financial Services, Finance, Series 7, Investment Strategies, Hedge Funds, Series 63, Retirement Planning, Alternative Investments, Strategic Financial..., Asset Management
Education
Harvard University 1979 — 1983
Bachelor of Arts (BA), Economics
Ridley College - St. Catherines, Ontario 1976 — 1978
High School
Dan Bowles Dan Bowles's Wachovia Securities Experience May 2006 - September 2006
Job ACO Executive Director at Aledade, Inc.
Industry Hospital & Health Care
Experience
Aledade, Inc. June 2015 - Present
athenahealth May 2014 - August 2014
Charter Board Partners September 2010 - March 2014
Massachusetts Health Policy Commission June 2013 - August 2013
The Carlyle Group August 2009 - May 2012
Harris Williams & Co. June 2007 - July 2009
Wachovia Securities May 2006 - September 2006
Skills
Healthcare, Strategy, Public Policy, Finance, Private Equity, Mergers & Acquisitions, Investment Banking, Valuation, Analysis, Due Diligence, Nonprofits, Alumni Relations, Alumni Affairs, Fundraising, Financial Modeling, Mergers
Education
Harvard Business School 2012 — 2015
Master of Business Administration (MBA)
Harvard University Kennedy School of Government 2012 — 2015
Master of Public Policy
Randolph-Macon College 2003 — 2007
BA, Economics; BA, Political Science, Economics, Political Science
Aledade, Inc. June 2015 - Present
athenahealth May 2014 - August 2014
Charter Board Partners September 2010 - March 2014
Massachusetts Health Policy Commission June 2013 - August 2013
The Carlyle Group August 2009 - May 2012
Harris Williams & Co. June 2007 - July 2009
Wachovia Securities May 2006 - September 2006
Skills
Healthcare, Strategy, Public Policy, Finance, Private Equity, Mergers & Acquisitions, Investment Banking, Valuation, Analysis, Due Diligence, Nonprofits, Alumni Relations, Alumni Affairs, Fundraising, Financial Modeling, Mergers
Education
Harvard Business School 2012 — 2015
Master of Business Administration (MBA)
Harvard University Kennedy School of Government 2012 — 2015
Master of Public Policy
Randolph-Macon College 2003 — 2007
BA, Economics; BA, Political Science, Economics, Political Science
Ed Meltzer Ed Meltzer's Wachovia Securities Experience January 2001 - November 2003
Job Director, Client Services at Bright Horizons
Industry Financial Services
Experience
Bright Horizons October 2014 - Present
Aon Hewitt October 2010 - December 2013
Hewitt Associates September 2008 - October 2010
Hewitt Associates November 2003 - September 2008
Wachovia Securities January 2001 - November 2003
Hewitt Associates July 1997 - December 2000
Coldwell Banker Relocation 1996 - 1997
Skills
Defined Benefit, 401k, Retirement, Personal Finance, Financial Services, Asset Allocation, Wealth Management, Retirement Planning, Pensions, Employee Benefits, Series 63, Relationship Management, Series 7, Defined Contribution, ERISA, Finance, Benefits Administration, Health Insurance, Mutual Funds, Pension Administration, Investments, Executive Pay, HRO, Management
Education
Illinois State University 1988 — 1992
BS, Finance
Bright Horizons October 2014 - Present
Aon Hewitt October 2010 - December 2013
Hewitt Associates September 2008 - October 2010
Hewitt Associates November 2003 - September 2008
Wachovia Securities January 2001 - November 2003
Hewitt Associates July 1997 - December 2000
Coldwell Banker Relocation 1996 - 1997
Skills
Defined Benefit, 401k, Retirement, Personal Finance, Financial Services, Asset Allocation, Wealth Management, Retirement Planning, Pensions, Employee Benefits, Series 63, Relationship Management, Series 7, Defined Contribution, ERISA, Finance, Benefits Administration, Health Insurance, Mutual Funds, Pension Administration, Investments, Executive Pay, HRO, Management
Education
Illinois State University 1988 — 1992
BS, Finance
Amandalyn Vanover's Wachovia Securities Experience March 2005 - February 2007
Job Digital Marketing Consultant Richmond, VA area
Industry Marketing and Advertising
Experience
Mandifreelance January 2007 - Present
Franklin Interiors July 2011 - July 2012
UPS Freight May 2010 - May 2011
Harris Williams & Co February 2010 - April 2010
Wachovia Securities March 2005 - February 2007
R.J. Reynolds Tobacco Co April 2002 - February 2005
Skills
Blogging, Press Releases, Newsletters, WordPress, Social Media Marketing, Marketing Communications, Social Media, Marketing, Online Marketing, Content Writing, Blogger, Creative Writing, Email Marketing, Strategic Planning, Analysis, Facebook, Market Research, Online Advertising, Copywriting, Marketing Strategy, Google Analytics, Outlook, Microsoft Word, Software Documentation, Coaching, Event Planning, Team Leadership, New Business Development, Leadership Development, Public Speaking, Business Development, Forecasting, Interviews, Leadership, Customer Satisfaction, Public Relations, Microsoft Excel, Project Planning, Photoshop
Education
High Point University
University of Kentucky
University of Louisville
Mandifreelance January 2007 - Present
Franklin Interiors July 2011 - July 2012
UPS Freight May 2010 - May 2011
Harris Williams & Co February 2010 - April 2010
Wachovia Securities March 2005 - February 2007
R.J. Reynolds Tobacco Co April 2002 - February 2005
Skills
Blogging, Press Releases, Newsletters, WordPress, Social Media Marketing, Marketing Communications, Social Media, Marketing, Online Marketing, Content Writing, Blogger, Creative Writing, Email Marketing, Strategic Planning, Analysis, Facebook, Market Research, Online Advertising, Copywriting, Marketing Strategy, Google Analytics, Outlook, Microsoft Word, Software Documentation, Coaching, Event Planning, Team Leadership, New Business Development, Leadership Development, Public Speaking, Business Development, Forecasting, Interviews, Leadership, Customer Satisfaction, Public Relations, Microsoft Excel, Project Planning, Photoshop
Education
High Point University
University of Kentucky
University of Louisville
Ann M Rogers, PMP's Wachovia Securities Experience 1998 - 2007
Job Project Manager/Senior Program Analyst at Leidos
Industry Management Consulting
Experience
Leidos September 2013 - Present
SAIC 2008 - 2013
B2C, Inc. 2007 - 2008
Wachovia Securities 1998 - 2007
Argonne National Laboratory 1988 - 1998
Skills
DoD, PMP, Program Management, Government Contracting, Risk Management, Cross-functional Team..., Analysis, Project Management, Business Development, Business Process..., Earned Value Management, Federal Budget, Integration, Leadership, Management, Project Planning, Government, National Security, Policy, Proposal Writing, Report Writing, Security, Security Clearance, Strategic Communications, Strategic Planning, Team Leadership, Technical Writing, Training, Nuclear Weapons
Education
Illinois State University
Master's degree, Organizational Communication
Illinois State University
Bachelor's degree, Communication (Speech and Mass)
Leidos September 2013 - Present
SAIC 2008 - 2013
B2C, Inc. 2007 - 2008
Wachovia Securities 1998 - 2007
Argonne National Laboratory 1988 - 1998
Skills
DoD, PMP, Program Management, Government Contracting, Risk Management, Cross-functional Team..., Analysis, Project Management, Business Development, Business Process..., Earned Value Management, Federal Budget, Integration, Leadership, Management, Project Planning, Government, National Security, Policy, Proposal Writing, Report Writing, Security, Security Clearance, Strategic Communications, Strategic Planning, Team Leadership, Technical Writing, Training, Nuclear Weapons
Education
Illinois State University
Master's degree, Organizational Communication
Illinois State University
Bachelor's degree, Communication (Speech and Mass)
Maryanne Diggs Maryanne Diggs's Wachovia Securities Experience 2005 - 2008
Job Client Service Associate, Financial Planning Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2015 - Present
Wells Fargo Advisors, LLC 2008 - April 2015
Wachovia Securities 2005 - 2008
Wachovia Securities 2002 - 2005
American Express Financial Advisors 2001 - 2002
Skills
Asset Allocation, Retirement Planning, Mutual Funds
Education
James Madison University - College of Business 1998 — 2001
BBA, Marketing Information Systems
Herndon High School 1994 — 1997
Ameriprise Financial Services, Inc. April 2015 - Present
Wells Fargo Advisors, LLC 2008 - April 2015
Wachovia Securities 2005 - 2008
Wachovia Securities 2002 - 2005
American Express Financial Advisors 2001 - 2002
Skills
Asset Allocation, Retirement Planning, Mutual Funds
Education
James Madison University - College of Business 1998 — 2001
BBA, Marketing Information Systems
Herndon High School 1994 — 1997
Vanessa Koscho Vanessa Koscho's Wachovia Securities Experience 2006 - 2007
Job Marketing Director at North American Communications
Industry Printing
Experience
North American Communications August 2007 - Present
Wachovia Securities 2006 - 2007
Skills
Direct Mail, Marketing, Direct Marketing, Lead Generation, Advertising, Integrated Marketing, Marketing Communications, New Business Development, Marketing Management, Social Media Marketing, B2B, Marketing Strategy, CRM, Social Media, Market Research, Digital Printing, Creative Direction, Database Marketing, Sales
Education
Indiana University of Pennsylvania 2002 — 2007
Bachelor of Science, Marketing
North American Communications August 2007 - Present
Wachovia Securities 2006 - 2007
Skills
Direct Mail, Marketing, Direct Marketing, Lead Generation, Advertising, Integrated Marketing, Marketing Communications, New Business Development, Marketing Management, Social Media Marketing, B2B, Marketing Strategy, CRM, Social Media, Market Research, Digital Printing, Creative Direction, Database Marketing, Sales
Education
Indiana University of Pennsylvania 2002 — 2007
Bachelor of Science, Marketing
Jeff McCoy Jeff McCoy's Wachovia Securities Experience June 1989 - December 2005
Job Middle Market Corporate Banker with a specialty of serving foreign multinationals
Industry Banking
Experience
JPMorgan Chase January 2014 - Present
Atlantic Capital Bank October 2010 - December 2013
BB&T Corporate Banking October 2006 - October 2010
Wachovia Securities June 1989 - December 2005
Skills
Management, Banking, Portfolio Management, Strategic Planning, Business Development, Business Strategy, Financial Services, Capital Markets, Commercial Banking, Leadership
Education
Thunderbird School of Global Management 1988 — 1989
Master in International Management, International Finance and German Language
Hendrix College 1981 — 1985
BA, Economics, Accounting, German, World History
Universität Salzburg 1983 — 1984
Junior Year Abroad, European History, Economics, German
JPMorgan Chase January 2014 - Present
Atlantic Capital Bank October 2010 - December 2013
BB&T Corporate Banking October 2006 - October 2010
Wachovia Securities June 1989 - December 2005
Skills
Management, Banking, Portfolio Management, Strategic Planning, Business Development, Business Strategy, Financial Services, Capital Markets, Commercial Banking, Leadership
Education
Thunderbird School of Global Management 1988 — 1989
Master in International Management, International Finance and German Language
Hendrix College 1981 — 1985
BA, Economics, Accounting, German, World History
Universität Salzburg 1983 — 1984
Junior Year Abroad, European History, Economics, German
Deborah A. Nelson Deborah A. Nelson's Wachovia Securities Experience March 1990 - March 2009
Job Business Analyst
Industry Information Technology and Services
Experience
Wells Fargo Advisors (via S3 - Strategic Staffing Solutions) 1990 - 2010
Wachovia Securities March 1990 - March 2009
A.G. Edwards & Sons 1990 - 2009
Skills
Testing, Active Directory, Project Planning, Visio, SharePoint, Management, Analysis, Software Documentation, Unix, SDLC, BMC Remedy, Business Analysis, Quality Assurance, Troubleshooting, Requirements Gathering, Vendor Management, XP, Security, Requirements Analysis, Process Improvement, ITIL, Integration, Operating Systems, Databases, IT Management, Systems Analysis, Disaster Recovery, SQL
Education
ITT Technical Institute-Earth City 2011 — 2013
Associate of Applied Secience Degree, Network System Administration/Administrator
University of Missouri-Saint Louis 2001 — 2002
Certificate of Completion, Visual Basic;
Harris Stowe State College 1980 — 1982
Secondary Education
St. Louis Community College 1979 — 1980
Business Admin
Wells Fargo Advisors (via S3 - Strategic Staffing Solutions) 1990 - 2010
Wachovia Securities March 1990 - March 2009
A.G. Edwards & Sons 1990 - 2009
Skills
Testing, Active Directory, Project Planning, Visio, SharePoint, Management, Analysis, Software Documentation, Unix, SDLC, BMC Remedy, Business Analysis, Quality Assurance, Troubleshooting, Requirements Gathering, Vendor Management, XP, Security, Requirements Analysis, Process Improvement, ITIL, Integration, Operating Systems, Databases, IT Management, Systems Analysis, Disaster Recovery, SQL
Education
ITT Technical Institute-Earth City 2011 — 2013
Associate of Applied Secience Degree, Network System Administration/Administrator
University of Missouri-Saint Louis 2001 — 2002
Certificate of Completion, Visual Basic;
Harris Stowe State College 1980 — 1982
Secondary Education
St. Louis Community College 1979 — 1980
Business Admin
Janet Paige's Wachovia Securities Experience March 2009 - June 2009
Job Entrepreneur & Experienced Corporate Banking Professional
Industry Banking
Experience
Janet Leigh Jewelry September 2009 - Present
Wells Fargo July 2009 - May 2012
Wachovia Securities March 2009 - June 2009
Wachovia Securities, LLC January 2006 - February 2009
Wachovia Bank, NA June 2004 - December 2005
Skills
Financial Modeling, Financial Analysis, Credit Analysis, Portfolio Management, Valuation, Finance, Investment Banking, Credit Risk, Entrepreneurship, Forecasting, Relationship Management, Underwriting
Education
Hampton University 2000 — 2004
Bachelor of Science, Finance
Janet Leigh Jewelry September 2009 - Present
Wells Fargo July 2009 - May 2012
Wachovia Securities March 2009 - June 2009
Wachovia Securities, LLC January 2006 - February 2009
Wachovia Bank, NA June 2004 - December 2005
Skills
Financial Modeling, Financial Analysis, Credit Analysis, Portfolio Management, Valuation, Finance, Investment Banking, Credit Risk, Entrepreneurship, Forecasting, Relationship Management, Underwriting
Education
Hampton University 2000 — 2004
Bachelor of Science, Finance
Hadiya Walter's Wachovia Securities Experience October 2007 - March 2009
Job Fashion Assistant at Pico Vela
Industry Management Consulting
Experience
Pico Vela August 2014 - Present
Smith Commons December 2010 - July 2011
District Chop House December 2009 - February 2011
Wachovia Securities October 2007 - March 2009
Té Casan, Limited December 2007 - May 2008
Raging Nations Films August 2006 - July 2007
Pytka Productions May 2004 - August 2005
BET Nightly News February 2005 - June 2005
L.A May 2003 - April 2004
Black Women's Forum June 1997 - September 1999
Skills
Insurance, Public Speaking, Customer Service, Microsoft Office, Research, Event Management, PowerPoint, Microsoft Excel, Event Planning, Microsoft Word
Education
Howard University 2003 — 2007
BBA, Business Management
Howard University 2003 — 2007
BBA, Business Management Major
Pico Vela August 2014 - Present
Smith Commons December 2010 - July 2011
District Chop House December 2009 - February 2011
Wachovia Securities October 2007 - March 2009
Té Casan, Limited December 2007 - May 2008
Raging Nations Films August 2006 - July 2007
Pytka Productions May 2004 - August 2005
BET Nightly News February 2005 - June 2005
L.A May 2003 - April 2004
Black Women's Forum June 1997 - September 1999
Skills
Insurance, Public Speaking, Customer Service, Microsoft Office, Research, Event Management, PowerPoint, Microsoft Excel, Event Planning, Microsoft Word
Education
Howard University 2003 — 2007
BBA, Business Management
Howard University 2003 — 2007
BBA, Business Management Major
Jennifer Livesay's Wachovia Securities Experience April 2004 - November 2007
Job Executive Assistant at Private Investment Bank
Industry Financial Services
Experience
Private Investment Bank May 2012 - Present
Genworth Financial May 2008 - May 2012
Wachovia Securities April 2004 - November 2007
Standex Engraving January 1999 - April 2004
Wachovia Bank January 1995 - January 1999
Skills
microsoft office 2013, Microsoft CRM, Calendar Planning, Concur, Travel, SharePoint, WebEx, Department Budgeting, Notary Public, Event Planning, SurveyMonkey, Mac OS, Microsoft Office 2007, Lotus Notes, Access
Education
Varina High School 1990 — 1994
Fred Pryor
J Sargeant Reynolds Community College
Associate in Applied Science, Administrative Support Technologies
Private Investment Bank May 2012 - Present
Genworth Financial May 2008 - May 2012
Wachovia Securities April 2004 - November 2007
Standex Engraving January 1999 - April 2004
Wachovia Bank January 1995 - January 1999
Skills
microsoft office 2013, Microsoft CRM, Calendar Planning, Concur, Travel, SharePoint, WebEx, Department Budgeting, Notary Public, Event Planning, SurveyMonkey, Mac OS, Microsoft Office 2007, Lotus Notes, Access
Education
Varina High School 1990 — 1994
Fred Pryor
J Sargeant Reynolds Community College
Associate in Applied Science, Administrative Support Technologies
Timothy (G) Fields's Wachovia Securities Experience 2006 - 2007
Job Capital One Bank
Industry Financial Services
Experience
Capital One Bank August 2011 - Present
Markel Corporation June 2009 - June 2011
Capital One August 2008 - February 2009
Land America Financial Group August 2007 - August 2008
Wachovia Securities 2006 - 2007
Capital One 2005 - 2006
US Navy Exchange Command January 2000 - July 2005
US Army September 1987 - September 1990
Skills
Bank Operations, Budgeting, Financial Management, Certified Project..., Business Process, Agile Methodologies, PMP, SDLC, Vendor Management, PMO, Clarity, Business Process..., Project Portfolio..., Business Analysis, Program Management, MS Project, Process Improvement, Risk Management, IT Management, Business Requirements, Resource Management, Banking, Project Management, Leadership, Enterprise Architecture, Governance
Education
Indiana University - Kelley School of Business 2002 — 2004
MBA, Finance
University of Maryland College Park 1985 — 1991
BS, Environmental Science
Capital One Bank August 2011 - Present
Markel Corporation June 2009 - June 2011
Capital One August 2008 - February 2009
Land America Financial Group August 2007 - August 2008
Wachovia Securities 2006 - 2007
Capital One 2005 - 2006
US Navy Exchange Command January 2000 - July 2005
US Army September 1987 - September 1990
Skills
Bank Operations, Budgeting, Financial Management, Certified Project..., Business Process, Agile Methodologies, PMP, SDLC, Vendor Management, PMO, Clarity, Business Process..., Project Portfolio..., Business Analysis, Program Management, MS Project, Process Improvement, Risk Management, IT Management, Business Requirements, Resource Management, Banking, Project Management, Leadership, Enterprise Architecture, Governance
Education
Indiana University - Kelley School of Business 2002 — 2004
MBA, Finance
University of Maryland College Park 1985 — 1991
BS, Environmental Science
Lindsay Gray's Wachovia Securities Experience June 2004 - May 2005
Job Vice President at Bank of America
Industry Real Estate
Experience
Bank of America May 2008 - Present
Royal Bank of Canada August 2007 - March 2008
Holliday Fenoglio Fowler May 2005 - July 2007
Wachovia Securities June 2004 - May 2005
Skills
Valuation, Loans, Real Estate Economics, Real Estate, Financial Analysis, Underwriting, CMBS, Portfolio Management, Commercial Lending, Real Estate Finance, Loan Origination, Syndications, Real Estate Financing, Asset Based Lending, Due Diligence
Education
Indiana University Bloomington 2000 — 2004
Bachelor of Science, Business
Bank of America May 2008 - Present
Royal Bank of Canada August 2007 - March 2008
Holliday Fenoglio Fowler May 2005 - July 2007
Wachovia Securities June 2004 - May 2005
Skills
Valuation, Loans, Real Estate Economics, Real Estate, Financial Analysis, Underwriting, CMBS, Portfolio Management, Commercial Lending, Real Estate Finance, Loan Origination, Syndications, Real Estate Financing, Asset Based Lending, Due Diligence
Education
Indiana University Bloomington 2000 — 2004
Bachelor of Science, Business
Jennifer Berdell, CFP, CDFA Jennifer Berdell, CFP, CDFA's Wachovia Securities Experience September 2005 - January 2009
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2009 - Present
Merrill Lynch January 2009 - Present
Wachovia Securities September 2005 - January 2009
Skills
Series 7, Wealth Management, Retirement Planning, Uniform Combined State..., Investment Advisory, Mutual Funds, Series 63, Asset Allocation, Series 65, Saving for Education, 401k Rollovers, Retirement, Investment Strategies, Financial Advisory, Investments, Strategic Financial..., Portfolio Management, IRAs, Wealth Management..., Alternative Investments
Education
Indiana University of Pennsylvania 1988 — 1992
Bachelor of Science, Business Marketing
Merrill Lynch January 2009 - Present
Merrill Lynch January 2009 - Present
Wachovia Securities September 2005 - January 2009
Skills
Series 7, Wealth Management, Retirement Planning, Uniform Combined State..., Investment Advisory, Mutual Funds, Series 63, Asset Allocation, Series 65, Saving for Education, 401k Rollovers, Retirement, Investment Strategies, Financial Advisory, Investments, Strategic Financial..., Portfolio Management, IRAs, Wealth Management..., Alternative Investments
Education
Indiana University of Pennsylvania 1988 — 1992
Bachelor of Science, Business Marketing
Shantel Carpenter Shantel Carpenter's Wachovia Securities Experience April 2007 - March 2009
Job Respiratory Therapist at CJW Medical Center
Industry Executive Office
Experience
Wachovia Securities April 2007 - March 2009
Wachovia Securities May 2003 - April 2007
Wachovia Securities July 1999 - May 2003
Skills
Software Documentation, Securities, Customer Service
Education
J Sargeant Reynolds Community College 2011 — 2014
Associate of Arts and Sciences (AAS), Respiratory Care Therapy/Therapist
St. Augustine's College
2014Computer Information Systems
Wachovia Securities April 2007 - March 2009
Wachovia Securities May 2003 - April 2007
Wachovia Securities July 1999 - May 2003
Skills
Software Documentation, Securities, Customer Service
Education
J Sargeant Reynolds Community College 2011 — 2014
Associate of Arts and Sciences (AAS), Respiratory Care Therapy/Therapist
St. Augustine's College
2014Computer Information Systems
Christopher Hedrick's Wachovia Securities Experience July 2006 - May 2008
Job PCG Administration Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2011 - Present
Wells Fargo Advisors April 2009 - October 2011
Clearview Correspondent Services, LLC May 2008 - April 2009
Wachovia Securities July 2006 - May 2008
American Custom Contractors August 2005 - April 2006
Skills
Management, Risk Management, Portfolio Management, Securities, Auditing, Investments, Banking, Financial Analysis, Business Analysis, Financial Services, Process Improvement, Financial Risk, Project Management, Finance, Series 7
Education
James Madison University 2000 — 2005
BBA, Management
Wells Fargo Advisors October 2011 - Present
Wells Fargo Advisors April 2009 - October 2011
Clearview Correspondent Services, LLC May 2008 - April 2009
Wachovia Securities July 2006 - May 2008
American Custom Contractors August 2005 - April 2006
Skills
Management, Risk Management, Portfolio Management, Securities, Auditing, Investments, Banking, Financial Analysis, Business Analysis, Financial Services, Process Improvement, Financial Risk, Project Management, Finance, Series 7
Education
James Madison University 2000 — 2005
BBA, Management
Kiran Reddy Patlolla Kiran Reddy Patlolla's Wachovia Securities Experience January 2009 - January 2010
Job Associate Manager
Industry Retail
Experience
eBay October 2010 - Present
Thrivent Financial for Lutherans February 2010 - September 2010
HP Enterprise Services January 2009 - January 2010
Wachovia Securities January 2009 - January 2010
Skills
Teradata, Tableau, Unix Shell Scripting, Hadoop, Data Modeling, Data Integration, Business Intelligence, Oracle, Databases, PL/SQL, Requirements Analysis, Shell Scripting, ETL, SDLC, SQL, Data Warehousing, Database Design, Data Migration, Integration, Analytics, Data Analysis, Business Analysis, Unix
Education
Jawaharlal Nehru Technological University 2015 — 2019
Bachelors, Electronics and communications
North west missouri state university 2005 — 2007
Masters, Applied Computer Science
eBay October 2010 - Present
Thrivent Financial for Lutherans February 2010 - September 2010
HP Enterprise Services January 2009 - January 2010
Wachovia Securities January 2009 - January 2010
Skills
Teradata, Tableau, Unix Shell Scripting, Hadoop, Data Modeling, Data Integration, Business Intelligence, Oracle, Databases, PL/SQL, Requirements Analysis, Shell Scripting, ETL, SDLC, SQL, Data Warehousing, Database Design, Data Migration, Integration, Analytics, Data Analysis, Business Analysis, Unix
Education
Jawaharlal Nehru Technological University 2015 — 2019
Bachelors, Electronics and communications
North west missouri state university 2005 — 2007
Masters, Applied Computer Science
Kevin Platt Kevin Platt's Wachovia Securities Experience October 2006 - May 2007
Job GE Healthcare Financial Contracting Analyst
Industry Hospital & Health Care
Experience
GE Healthcare September 2013 - Present
Pioneer Investments February 2012 - September 2013
Pioneer Investments May 2011 - January 2012
Pioneer Investments September 2008 - April 2011
Adirondack Asset Management June 2007 - August 2007
Wachovia Securities October 2006 - May 2007
Skills
Finance, Financial Reporting, Accounting, Equities, Investments, Portfolio Management, Strategic Financial..., Financial Analysis, Fixed Income, Account Reconciliation
Education
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Siena College 2004 — 2008
Bachelor of Science, Finance
Tupper Lake High School 2000 — 2004
GE Healthcare September 2013 - Present
Pioneer Investments February 2012 - September 2013
Pioneer Investments May 2011 - January 2012
Pioneer Investments September 2008 - April 2011
Adirondack Asset Management June 2007 - August 2007
Wachovia Securities October 2006 - May 2007
Skills
Finance, Financial Reporting, Accounting, Equities, Investments, Portfolio Management, Strategic Financial..., Financial Analysis, Fixed Income, Account Reconciliation
Education
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Siena College 2004 — 2008
Bachelor of Science, Finance
Tupper Lake High School 2000 — 2004
Stephen Koffler Stephen Koffler's Wachovia Securities Experience 2000 - 2005
Job Long Term Substitute Teacher at NYC Department of Education
Industry Education Management
Experience
NYC Department of Education February 2014 - Present
Lehman College 2013 - Present
Xanthus Capital Management, LLC 2012 - 2013
G-2 Trading 2009 - 2012
Shannon River Partners 2005 - 2007
Wachovia Securities 2000 - 2005
Donaldson, Lufkin & Jenrette 1997 - 1999
NatWest Markets 1994 - 1997
Education
New York University, Stern School of Business 1990 — 1992
MBA
Haverford College 1980 — 1984
The Hebrew University 1982 — 1983
NYC Department of Education February 2014 - Present
Lehman College 2013 - Present
Xanthus Capital Management, LLC 2012 - 2013
G-2 Trading 2009 - 2012
Shannon River Partners 2005 - 2007
Wachovia Securities 2000 - 2005
Donaldson, Lufkin & Jenrette 1997 - 1999
NatWest Markets 1994 - 1997
Education
New York University, Stern School of Business 1990 — 1992
MBA
Haverford College 1980 — 1984
The Hebrew University 1982 — 1983
Lenny Rosenfield's Wachovia Securities Experience June 1975 - June 1986
Job President at Fusion Acquisitions
Industry Financial Services
Experience
Fusion Acquisitions June 1977 - Present
Wachovia Securities June 1975 - June 1986
Skills
E-commerce, Investments, Financial Analysis, Financial Modeling, Portfolio Management, Strategic Financial..., Asset Management, Finance, Mergers & Acquisitions, Valuation, Strategic Planning, Equities, Risk Management, Corporate Finance, Retirement Planning, Due Diligence, Wealth Management, Loans, Credit, Business Strategy
Education
Harvard Business School 1971 — 1975
Bachelor of Business Administration (BBA), Finance, General
Harvard Business School
Fusion Acquisitions June 1977 - Present
Wachovia Securities June 1975 - June 1986
Skills
E-commerce, Investments, Financial Analysis, Financial Modeling, Portfolio Management, Strategic Financial..., Asset Management, Finance, Mergers & Acquisitions, Valuation, Strategic Planning, Equities, Risk Management, Corporate Finance, Retirement Planning, Due Diligence, Wealth Management, Loans, Credit, Business Strategy
Education
Harvard Business School 1971 — 1975
Bachelor of Business Administration (BBA), Finance, General
Harvard Business School
Matt Wesley Matt Wesley's Wachovia Securities Experience August 2003 - December 2008
Job Senior Technical Recruiter, Civil Commercial Market at Booz Allen Hamilton
Industry Information Technology and Services
Experience
Booz Allen Hamilton June 2014 - Present
Celerity September 2012 - June 2014
CC Pace November 2010 - September 2012
CDW January 2008 - June 2010
Wachovia Securities August 2003 - December 2008
Skills
Talent Acquisition, Recruiting, Strategy, Consulting, Leadership, Business Development, Technical Recruiting, SDLC, Internet Recruiting, CRM, Vendor Management, Contract Recruitment, Agile Methodologies, Account Management, Management, Program Management, Software Development, Sourcing, Business Analysis, Benefits Negotiation, Networking, Requirements Gathering, Scrum, Business Process, Screening Resumes, New Business Development, Business Process..., Analytics, Social Networking
Education
James Madison University 1998 — 2002
Finance and Financial Management Services
Booz Allen Hamilton June 2014 - Present
Celerity September 2012 - June 2014
CC Pace November 2010 - September 2012
CDW January 2008 - June 2010
Wachovia Securities August 2003 - December 2008
Skills
Talent Acquisition, Recruiting, Strategy, Consulting, Leadership, Business Development, Technical Recruiting, SDLC, Internet Recruiting, CRM, Vendor Management, Contract Recruitment, Agile Methodologies, Account Management, Management, Program Management, Software Development, Sourcing, Business Analysis, Benefits Negotiation, Networking, Requirements Gathering, Scrum, Business Process, Screening Resumes, New Business Development, Business Process..., Analytics, Social Networking
Education
James Madison University 1998 — 2002
Finance and Financial Management Services
Harold Solomon Harold Solomon's Wachovia Securities Experience August 2006 - March 2009
Job Department Manager at Folio Investing
Industry Investment Banking
Experience
Folio Investing January 2015 - Present
Wells Fargo Advisors June 2014 - January 2015
BB&T June 2011 - June 2014
E*TRADE Financial September 2009 - December 2010
Wachovia Securities August 2006 - March 2009
Wachovia Securities, LLC January 2004 - August 2006
Wachovia Securities, LLC January 2003 - January 2004
Wachovia Securities, LLC January 2001 - January 2003
Wachovia Bank September 1999 - January 2001
Wachovia Bank September 1998 - September 1999
Skills
Securities, Trading, Banking, Software Documentation, Equities, Process Improvement, Credit, FINRA, Management, Investments, Financial Services, Leadership, Series 63, Portfolio Management, Loans, Customer Service, Mutual Funds, Business Planning, Back Office, Mergers & Acquisitions, Series 7, Mergers, Security Operations, Operations Management, Training, Insurance, Risk Management, Fixed Income, Asset Management, Wealth Management, Innovation Development, Relationship Management
Education
Virginia Commonwealth University - School of Business 1994 — 1996
Business
J Sargeant Reynolds Community College 1993 — 1994
Business Administration and Management, General
Henrico High School 1989 — 1993
High School
Brookland Middle School
Folio Investing January 2015 - Present
Wells Fargo Advisors June 2014 - January 2015
BB&T June 2011 - June 2014
E*TRADE Financial September 2009 - December 2010
Wachovia Securities August 2006 - March 2009
Wachovia Securities, LLC January 2004 - August 2006
Wachovia Securities, LLC January 2003 - January 2004
Wachovia Securities, LLC January 2001 - January 2003
Wachovia Bank September 1999 - January 2001
Wachovia Bank September 1998 - September 1999
Skills
Securities, Trading, Banking, Software Documentation, Equities, Process Improvement, Credit, FINRA, Management, Investments, Financial Services, Leadership, Series 63, Portfolio Management, Loans, Customer Service, Mutual Funds, Business Planning, Back Office, Mergers & Acquisitions, Series 7, Mergers, Security Operations, Operations Management, Training, Insurance, Risk Management, Fixed Income, Asset Management, Wealth Management, Innovation Development, Relationship Management
Education
Virginia Commonwealth University - School of Business 1994 — 1996
Business
J Sargeant Reynolds Community College 1993 — 1994
Business Administration and Management, General
Henrico High School 1989 — 1993
High School
Brookland Middle School
Nicole Grove Nicole Grove's Wachovia Securities Experience January 2004 - May 2005
Job President at Allegiant International LLC
Industry Automotive
Experience
Allegiant International LLC May 2007 - Present
On Site Representation LLC April 2006 - May 2008
Wachovia Securities January 2004 - May 2005
Fast Tek Inc. January 2002 - September 2003
Summit City Electric September 1993 - October 2002
Skills
Human Resources, Kaizen, Medical Devices, FDA, Manufacturing..., Project Management
Education
Indiana Wesleyan University 2008 — 2011
Bachelor, Accounting
Indiana University-Purdue University at Fort Wayne 1998 — 2002
Ivy Tech Community College 1994 — 2000
General
Allegiant International LLC May 2007 - Present
On Site Representation LLC April 2006 - May 2008
Wachovia Securities January 2004 - May 2005
Fast Tek Inc. January 2002 - September 2003
Summit City Electric September 1993 - October 2002
Skills
Human Resources, Kaizen, Medical Devices, FDA, Manufacturing..., Project Management
Education
Indiana Wesleyan University 2008 — 2011
Bachelor, Accounting
Indiana University-Purdue University at Fort Wayne 1998 — 2002
Ivy Tech Community College 1994 — 2000
General
Erika Tarrer Erika Tarrer's Wachovia Securities Experience January 2006 - May 2009
Job Senior Office Assistant at Chesterfield County Public Schools
Industry Education Management
Experience
Chesterfield County Public Schools June 2009 - Present
Wachovia Securities January 2006 - May 2009
SunTrust Bank July 1997 - February 2005
Skills
Clerical,..., 10 key Data Entry,..., Process and compiling..., Implementation of..., Lotus Notes, Access, Equities, Securities, Outlook, Management, Human Resources, Research, PowerPoint, Data Entry, Trading, Budgets, Process Improvement, Bookkeeping, Loans, Data Analysis, Office Management, Administrative..., Event Planning, General Ledger, Public Speaking, Microsoft Word, Team Leadership, Accounting, Banking, Team Building, Microsoft Excel, Customer Service, System Administration, Microsoft Office, Spreadsheets
Education
J Sargeant Reynolds Community College 1990 — 1992
Business Administration and Management, General
Henrico High 1986 — 1990
Chesterfield County Public Schools June 2009 - Present
Wachovia Securities January 2006 - May 2009
SunTrust Bank July 1997 - February 2005
Skills
Clerical,..., 10 key Data Entry,..., Process and compiling..., Implementation of..., Lotus Notes, Access, Equities, Securities, Outlook, Management, Human Resources, Research, PowerPoint, Data Entry, Trading, Budgets, Process Improvement, Bookkeeping, Loans, Data Analysis, Office Management, Administrative..., Event Planning, General Ledger, Public Speaking, Microsoft Word, Team Leadership, Accounting, Banking, Team Building, Microsoft Excel, Customer Service, System Administration, Microsoft Office, Spreadsheets
Education
J Sargeant Reynolds Community College 1990 — 1992
Business Administration and Management, General
Henrico High 1986 — 1990
Joe Molle's Wachovia Securities Experience July 2002 - December 2003
Job Director, Acquisitions at Unison Realty Partners LLC
Industry Commercial Real Estate
Experience
Unison Realty Partners LLC December 2009 - Present
Regency Centers October 2006 - November 2009
Heritage Property Investment Trust December 2003 - October 2006
Wachovia Securities July 2002 - December 2003
Skills
Commercial Real Estate..., Property Acquisitions, Redevelopment/Value Add, Real Estate Development, Property, Disposition, Leases, Real Estate Economics, Real Estate, Landlords, Investment Properties, Shopping Centers, Retail, Investments, Asset Managment, Negotiation, Brokerage, Valuation, Real Estate Transactions, Portfolio Management, Mergers & Acquisitions, Asset Management, Finance, Acquisitions, Corporate Real Estate, Commercial Real Estate, Due Diligence, Investors, Property Management, Real Estate Financing, Financial Analysis, Financial Modeling, Private Equity, Location Intelligence, Tenant, Appraisals, Lease Negotiations, Feasibility Studies, Real Estate Private..., Lease Administration, Argus Modeling, Land Acquisition, Entitlements
Education
James Madison University 1998 — 2002
B.B.A., Finance
Unison Realty Partners LLC December 2009 - Present
Regency Centers October 2006 - November 2009
Heritage Property Investment Trust December 2003 - October 2006
Wachovia Securities July 2002 - December 2003
Skills
Commercial Real Estate..., Property Acquisitions, Redevelopment/Value Add, Real Estate Development, Property, Disposition, Leases, Real Estate Economics, Real Estate, Landlords, Investment Properties, Shopping Centers, Retail, Investments, Asset Managment, Negotiation, Brokerage, Valuation, Real Estate Transactions, Portfolio Management, Mergers & Acquisitions, Asset Management, Finance, Acquisitions, Corporate Real Estate, Commercial Real Estate, Due Diligence, Investors, Property Management, Real Estate Financing, Financial Analysis, Financial Modeling, Private Equity, Location Intelligence, Tenant, Appraisals, Lease Negotiations, Feasibility Studies, Real Estate Private..., Lease Administration, Argus Modeling, Land Acquisition, Entitlements
Education
James Madison University 1998 — 2002
B.B.A., Finance
Ali Akbari Ali Akbari's Wachovia Securities Experience May 2005 - May 2008
Job Tech Manager Release Implemenation Services at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors May 2008 - Present
Wachovia Securities May 2005 - May 2008
Bank of America March 1995 - March 2005
Software Alliance Corp 1991 - 1995
Sanwa Bank California - now Bank of the West 1989 - 1992
APPLIED MAGNETICS CORPORATION 1987 - 1989
TRW Real Estate Information Systems 1986 - 1987
Skills
Business Analysis, Vendor Management, Risk Management, SDLC, Customer Relations, Process Engineering, Program Management, IBM Mainframe, Technology..., Process Improvement, CRM, Business Intelligence, Management, Customer Service, Integration, Software Development, Project Management, Leadership, Six Sigma, Strategic Planning, IT Strategy, Banking, Requirements Gathering, Information Technology, Business Development, Requirements Analysis, PMO, Enterprise Architecture, Software Project..., Project Portfolio..., Visio, PMP, Business Process...
Education
Northern Illinois University 1984 — 1986
BS, Computer Science
Institute of Business Administration 1979 — 1983
Bachelor's degree, Business Administration and Management, General
National College 1972-74 1972 — 1974
inter (FSc), Fsc
St Mary's High - Lahore
Wells Fargo Advisors May 2008 - Present
Wachovia Securities May 2005 - May 2008
Bank of America March 1995 - March 2005
Software Alliance Corp 1991 - 1995
Sanwa Bank California - now Bank of the West 1989 - 1992
APPLIED MAGNETICS CORPORATION 1987 - 1989
TRW Real Estate Information Systems 1986 - 1987
Skills
Business Analysis, Vendor Management, Risk Management, SDLC, Customer Relations, Process Engineering, Program Management, IBM Mainframe, Technology..., Process Improvement, CRM, Business Intelligence, Management, Customer Service, Integration, Software Development, Project Management, Leadership, Six Sigma, Strategic Planning, IT Strategy, Banking, Requirements Gathering, Information Technology, Business Development, Requirements Analysis, PMO, Enterprise Architecture, Software Project..., Project Portfolio..., Visio, PMP, Business Process...
Education
Northern Illinois University 1984 — 1986
BS, Computer Science
Institute of Business Administration 1979 — 1983
Bachelor's degree, Business Administration and Management, General
National College 1972-74 1972 — 1974
inter (FSc), Fsc
St Mary's High - Lahore
Damilola Olu-Ayeni Damilola Olu-Ayeni's Wachovia Securities Experience June 2007 - August 2007
Job Investment Banker at BofA Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Vanderbilt Business School August 2011 - May 2013
Merrill Lynch June 2012 - August 2012
Standard Bank February 2010 - August 2011
Wells Fargo Securities June 2008 - January 2010
Wachovia Securities June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Investment Banking, Capital Markets, Retail, Financial Analysis, Valuation, Corporate Finance, Financial Modeling, Emerging Markets, Bloomberg, DCF, PowerPoint, Outlook, Microsoft Excel, Analysis, Public Speaking, Strategy, Strategic Planning, Management, Banking, Finance, Budgets, Equities, Investments, Due Diligence, Mergers & Acquisitions, Bonds, Private Equity, Portfolio Management, Fixed Income, Equity Research, Economics, Risk Management, Financial Advisory, LBO, Hedge Funds, Derivatives, Business Valuation, Venture Capital
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2013
MBA, Finance & Strategy
Howard University 2004 — 2008
BBA, Finance, Investment Management
Oxbridge Tutorial College 2003 — 2003
Advanced Level, Integrated Sciences
Merrill Lynch July 2013 - Present
Vanderbilt Business School August 2011 - May 2013
Merrill Lynch June 2012 - August 2012
Standard Bank February 2010 - August 2011
Wells Fargo Securities June 2008 - January 2010
Wachovia Securities June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Investment Banking, Capital Markets, Retail, Financial Analysis, Valuation, Corporate Finance, Financial Modeling, Emerging Markets, Bloomberg, DCF, PowerPoint, Outlook, Microsoft Excel, Analysis, Public Speaking, Strategy, Strategic Planning, Management, Banking, Finance, Budgets, Equities, Investments, Due Diligence, Mergers & Acquisitions, Bonds, Private Equity, Portfolio Management, Fixed Income, Equity Research, Economics, Risk Management, Financial Advisory, LBO, Hedge Funds, Derivatives, Business Valuation, Venture Capital
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2013
MBA, Finance & Strategy
Howard University 2004 — 2008
BBA, Finance, Investment Management
Oxbridge Tutorial College 2003 — 2003
Advanced Level, Integrated Sciences
Lee Hallberg Lee Hallberg's Wachovia Securities Experience 2006 - 2007
Job Vice President at Virginia Car & Truck, LLC
Industry Automotive
Experience
Franklin Leasing Company and Virginia Car & Truck October 2007 - Present
Wachovia Securities 2006 - 2007
Wachovia May 2005 - September 2006
Skills
Finance, Banking, Sales, Loans, Leases, Financial Analysis, Investments, Financial Modeling, Retirement Planning, Asset Managment, Budgets
Education
James Madison University 2001 — 2005
BBA, Finance
James Madison University - College of Business 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Collegiate School 1986 — 2001
High school, High school
Franklin Leasing Company and Virginia Car & Truck October 2007 - Present
Wachovia Securities 2006 - 2007
Wachovia May 2005 - September 2006
Skills
Finance, Banking, Sales, Loans, Leases, Financial Analysis, Investments, Financial Modeling, Retirement Planning, Asset Managment, Budgets
Education
James Madison University 2001 — 2005
BBA, Finance
James Madison University - College of Business 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Collegiate School 1986 — 2001
High school, High school
Laurie Hathaway Wang's Wachovia Securities Experience May 2005 - August 2005
Job MBA Candidate '16, Harvard Business School
Industry Internet
Experience
Samsung Global Innovation Center June 2015 - August 2015
E. J. McKay & Co. November 2012 - June 2014
Pace Harmon July 2008 - April 2012
Wachovia Securities May 2005 - August 2005
Skills
Management, Strategy, Business Analysis, Financial Modeling, Management Consulting, Mobile Technology, Leadership, Analysis, Vendor Management, Program Management, Business Strategy, Financial Analysis, Due Diligence, Private Equity, IT Strategy, Investment Banking, Valuation, Analytics, Information Technology, Corporate Development, Negotiation, Strategic Sourcing, Cross-border M&A, Entrepreneurship, Mergers & Acquisitions
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.), First Year Honors
University of California, Berkeley 2004 — 2008
B.A., International Political Economy, magna cum laude, High honors
Universidad de Belgrano 2007 — 2007
Mandarin House 2012 — 2012
Samsung Global Innovation Center June 2015 - August 2015
E. J. McKay & Co. November 2012 - June 2014
Pace Harmon July 2008 - April 2012
Wachovia Securities May 2005 - August 2005
Skills
Management, Strategy, Business Analysis, Financial Modeling, Management Consulting, Mobile Technology, Leadership, Analysis, Vendor Management, Program Management, Business Strategy, Financial Analysis, Due Diligence, Private Equity, IT Strategy, Investment Banking, Valuation, Analytics, Information Technology, Corporate Development, Negotiation, Strategic Sourcing, Cross-border M&A, Entrepreneurship, Mergers & Acquisitions
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.), First Year Honors
University of California, Berkeley 2004 — 2008
B.A., International Political Economy, magna cum laude, High honors
Universidad de Belgrano 2007 — 2007
Mandarin House 2012 — 2012
Makini Nyanteh's Wachovia Securities Experience September 2006 - September 2007
Job Brand Communications Director, Oncology at AstraZeneca
Industry Public Relations and Communications
Experience
AstraZeneca October 2014 - Present
MedImmune April 2011 - Present
IABC 2012 - 2013
MWV January 2007 - April 2011
European Assoc. of Communications Directors 2007 - 2009
Wachovia Securities September 2006 - September 2007
Whirlpool Corporation August 2002 - August 2006
Whirlpool Corporation March 2002 - August 2006
POTOMAC ELECTRIC POWER COMPANY January 1998 - January 2002
Taste of D.C January 1995 - January 1999
Skills
Crisis Management, Positioning, Public Relations, Newsletters, Leadership, Press Releases, Messaging, Project Management, Management, Content Management, Publicity, Consulting, Needs Analysis
Education
The Johns Hopkins University - Carey Business School 2001 — 2002
Graduate Certificate, Business Administration and Management, General
Hampton University 1990 — 1992
BA, Economics
University of Maryland College Park
B.A, Economics
AstraZeneca October 2014 - Present
MedImmune April 2011 - Present
IABC 2012 - 2013
MWV January 2007 - April 2011
European Assoc. of Communications Directors 2007 - 2009
Wachovia Securities September 2006 - September 2007
Whirlpool Corporation August 2002 - August 2006
Whirlpool Corporation March 2002 - August 2006
POTOMAC ELECTRIC POWER COMPANY January 1998 - January 2002
Taste of D.C January 1995 - January 1999
Skills
Crisis Management, Positioning, Public Relations, Newsletters, Leadership, Press Releases, Messaging, Project Management, Management, Content Management, Publicity, Consulting, Needs Analysis
Education
The Johns Hopkins University - Carey Business School 2001 — 2002
Graduate Certificate, Business Administration and Management, General
Hampton University 1990 — 1992
BA, Economics
University of Maryland College Park
B.A, Economics
Richard Grimes's Wachovia Securities Experience May 2006 - August 2007
Job Investment Professional
Industry Financial Services
Experience
J.P. Morgan March 2013 - Present
Charles Schwab August 2007 - March 2013
Wachovia Securities May 2006 - August 2007
Wachovia Securities January 2005 - May 2006
Skills
Investments, Series 7, Strategic Planning, Account Management, Series 63, Portfolio Management, Financial Analysis, Asset Allocation, Securities, Strategic Financial..., Mutual Funds, Banking, FINRA, Financial Modeling, ETFs, Equities, Wealth Management, Asset Management, Retirement, Finance, Retirement Planning, Financial Markets, Analysis
Education
Indiana University - Kelley School of Business
Bachelors, Finance
nhs
J.P. Morgan March 2013 - Present
Charles Schwab August 2007 - March 2013
Wachovia Securities May 2006 - August 2007
Wachovia Securities January 2005 - May 2006
Skills
Investments, Series 7, Strategic Planning, Account Management, Series 63, Portfolio Management, Financial Analysis, Asset Allocation, Securities, Strategic Financial..., Mutual Funds, Banking, FINRA, Financial Modeling, ETFs, Equities, Wealth Management, Asset Management, Retirement, Finance, Retirement Planning, Financial Markets, Analysis
Education
Indiana University - Kelley School of Business
Bachelors, Finance
nhs
Damon Bates, MBA's Wachovia Securities Experience 2006 - 2008
Job Investment Officer / Financial Advisor
Industry Financial Services
Experience
Wilson Bank & Trust May 2015 - Present
S&P Dow Jones Indices November 2013 - April 2015
Invacare 2008 - 2013
Wachovia Securities 2006 - 2008
General Electric 2004 - 2006
Smith Barney 2002 - 2004
AXA Advisors 1998 - 2002
Skills
New Business Development, Sales Management, Sales, Strategy, Sales Force Development, Leadership, Strategic Planning, Cold Calling, Financial Analysis, Relationship Management, Product Launch, Medical Devices, Management, Marketing, Market Research, Negotiation, Healthcare, B2B, Market Development, Direct Sales, Contract Negotiation, Team Building, Selling, Competitive Analysis, Account Management, Business Strategy, Capital Equipment, Cross-functional Team..., Business Development, Cardiology, Forecasting, Sales Process, Sales Presentations, Key Account Management, Durable Medical..., Operating Room, Marketing Strategy, Pharmaceutical Sales, Managed Care, Strategic Financial..., Medical Sales
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2013
Master of Business Administration (M.B.A.), Executive Program
Indiana University-Southeast 1994 — 1997
BS, Secondary Education - History/Psychology
Indiana University Bloomington 1993 — 1994
Business/Commerce, General
Wilson Bank & Trust May 2015 - Present
S&P Dow Jones Indices November 2013 - April 2015
Invacare 2008 - 2013
Wachovia Securities 2006 - 2008
General Electric 2004 - 2006
Smith Barney 2002 - 2004
AXA Advisors 1998 - 2002
Skills
New Business Development, Sales Management, Sales, Strategy, Sales Force Development, Leadership, Strategic Planning, Cold Calling, Financial Analysis, Relationship Management, Product Launch, Medical Devices, Management, Marketing, Market Research, Negotiation, Healthcare, B2B, Market Development, Direct Sales, Contract Negotiation, Team Building, Selling, Competitive Analysis, Account Management, Business Strategy, Capital Equipment, Cross-functional Team..., Business Development, Cardiology, Forecasting, Sales Process, Sales Presentations, Key Account Management, Durable Medical..., Operating Room, Marketing Strategy, Pharmaceutical Sales, Managed Care, Strategic Financial..., Medical Sales
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2013
Master of Business Administration (M.B.A.), Executive Program
Indiana University-Southeast 1994 — 1997
BS, Secondary Education - History/Psychology
Indiana University Bloomington 1993 — 1994
Business/Commerce, General
Stephen J. Salley, AAMS Stephen J. Salley, AAMS's Wachovia Securities Experience 2000 - 2004
Job President, Wealth Management Advisor at Salley Wealth Management
Industry Financial Services
Experience
Salley Wealth Management December 2010 - Present
Morgan Stanley Smith Barney 2004 - 2010
Wachovia Securities 2000 - 2004
Education
Indiana University of Pennsylvania 1985 — 1989
Salley Wealth Management December 2010 - Present
Morgan Stanley Smith Barney 2004 - 2010
Wachovia Securities 2000 - 2004
Education
Indiana University of Pennsylvania 1985 — 1989
Rory Brown Rory Brown's Wachovia Securities Experience February 2002 - August 2003
Job Analyst, Product Management Team
Industry Financial Services
Experience
Income Research & Management June 2013 - Present
John Hancock Investment Management Services, LLC October 2011 - May 2013
MassMutual Financial Group May 2010 - September 2011
Morgan Stanley Smith Barney January 2009 - April 2010
Eaton Vance November 2008 - December 2008
Lazard Asset Management October 2007 - November 2008
UBS Wealth Management May 2006 - August 2006
Wachovia Securities February 2002 - August 2003
Skills
Mutual Funds, Investments, Series 7, Equities, Portfolio Management, Asset Allocation, Financial Analysis, Bloomberg, Barclays Point, Microsoft Excel, PowerPoint, Fixed Income, Securities, Asset Managment, Morningstar, Zephyr Style Advisor
Education
Hofstra University 2003 — 2007
BBA, Finance
Income Research & Management June 2013 - Present
John Hancock Investment Management Services, LLC October 2011 - May 2013
MassMutual Financial Group May 2010 - September 2011
Morgan Stanley Smith Barney January 2009 - April 2010
Eaton Vance November 2008 - December 2008
Lazard Asset Management October 2007 - November 2008
UBS Wealth Management May 2006 - August 2006
Wachovia Securities February 2002 - August 2003
Skills
Mutual Funds, Investments, Series 7, Equities, Portfolio Management, Asset Allocation, Financial Analysis, Bloomberg, Barclays Point, Microsoft Excel, PowerPoint, Fixed Income, Securities, Asset Managment, Morningstar, Zephyr Style Advisor
Education
Hofstra University 2003 — 2007
BBA, Finance
Gary L Ryan Jr Gary L Ryan Jr's Wachovia Securities Experience 2007 - 2008
Job Human Resources Consultant
Industry Human Resources
Experience
GLR Advantages March 2009 - Present
County of Indiana, Pennsylvania June 2009 - February 2013
Development Dimensions International September 2008 - February 2009
GLR Advantages March 2007 - September 2008
Wachovia Securities 2007 - 2008
Anderson & Strudwick November 2005 - March 2007
Hilb, Rogal and Hobbs August 1998 - November 2005
Indiana County Emergency Management Agency April 1992 - August 1998
Citizens Ambulance Service March 1990 - August 1998
Skills
Employee Relations, Talent Management, Performance Management, Organizational..., Succession Planning, Recruiting, Employee Benefits, Personnel Management, Strategy, Training, Applicant Tracking..., Policy, Deferred Compensation, Sourcing, Hiring, Employee Engagement, Strategic Planning, Leadership, New Hire Orientations, Public Speaking, Customer Service, Conflict Resolution, Leadership Development, Team Building, Vendor Management, Process Improvement, Customer Relations, Mergers, Coaching, Change Management, Interviewing, Administration, Team Leadership, Instructional Design, Executive Coaching, Mentoring, New Business Development, Employee Training, Resume Writing, Technical Recruiting, Career Counseling, Consulting, Internal Communications, Training Delivery, Sales, Emergency Management, HR Consulting, Paramedic
Education
Indiana University of Pennsylvania 1996 — 1998
Masters, Adult and Community Education with focus of Communications Technology
Indiana University of Pennsylvania 1992 — 1996
Bachelors, Human Development
GLR Advantages March 2009 - Present
County of Indiana, Pennsylvania June 2009 - February 2013
Development Dimensions International September 2008 - February 2009
GLR Advantages March 2007 - September 2008
Wachovia Securities 2007 - 2008
Anderson & Strudwick November 2005 - March 2007
Hilb, Rogal and Hobbs August 1998 - November 2005
Indiana County Emergency Management Agency April 1992 - August 1998
Citizens Ambulance Service March 1990 - August 1998
Skills
Employee Relations, Talent Management, Performance Management, Organizational..., Succession Planning, Recruiting, Employee Benefits, Personnel Management, Strategy, Training, Applicant Tracking..., Policy, Deferred Compensation, Sourcing, Hiring, Employee Engagement, Strategic Planning, Leadership, New Hire Orientations, Public Speaking, Customer Service, Conflict Resolution, Leadership Development, Team Building, Vendor Management, Process Improvement, Customer Relations, Mergers, Coaching, Change Management, Interviewing, Administration, Team Leadership, Instructional Design, Executive Coaching, Mentoring, New Business Development, Employee Training, Resume Writing, Technical Recruiting, Career Counseling, Consulting, Internal Communications, Training Delivery, Sales, Emergency Management, HR Consulting, Paramedic
Education
Indiana University of Pennsylvania 1996 — 1998
Masters, Adult and Community Education with focus of Communications Technology
Indiana University of Pennsylvania 1992 — 1996
Bachelors, Human Development
Bob Nisbett Bob Nisbett's Wachovia Securities Experience September 2007 - June 2009
Job Data Architect at Blue Cross Blue Shield Association
Industry Insurance
Experience
Blue Cross Blue Shield Association March 2011 - Present
JPMorgan Chase January 2010 - March 2011
Wachovia Securities September 2007 - June 2009
Wachovia Securities, LLC January 2000 - September 2007
EVEREN Securities January 1995 - October 1999
Kemper Securities 1992 - 1995
Thomson Transaction Services (formerly BETA Systems) 1991 - 1993
Kemper Financial 1984 - 1991
Continental Bank March 1978 - November 1984
Skills
Data Warehousing, Data Modeling, Data Integration, Business Intelligence, Data Quality, DB2, Data Architecture, Erwin, Metadata Management, Data Management, Requirements Analysis, Databases, Data Analysis, Oracle, Data Marts, Systems Analysis, OLAP, Dimensional Modeling, SDLC
Education
Illinois Institute of Technology
BS, Mathematics
Blue Cross Blue Shield Association March 2011 - Present
JPMorgan Chase January 2010 - March 2011
Wachovia Securities September 2007 - June 2009
Wachovia Securities, LLC January 2000 - September 2007
EVEREN Securities January 1995 - October 1999
Kemper Securities 1992 - 1995
Thomson Transaction Services (formerly BETA Systems) 1991 - 1993
Kemper Financial 1984 - 1991
Continental Bank March 1978 - November 1984
Skills
Data Warehousing, Data Modeling, Data Integration, Business Intelligence, Data Quality, DB2, Data Architecture, Erwin, Metadata Management, Data Management, Requirements Analysis, Databases, Data Analysis, Oracle, Data Marts, Systems Analysis, OLAP, Dimensional Modeling, SDLC
Education
Illinois Institute of Technology
BS, Mathematics
Robert Steele Robert Steele's Wachovia Securities Experience June 2004 - October 2006
Job Director, Corporate Business Development & Strategy at Warner Bros. Studios
Industry Entertainment
Experience
Warner Bros. Studios August 2011 - Present
UCLA Anderson School of Management September 2009 - June 2011
Warner Bros. Studios June 2010 - September 2010
NBC Universal August 2008 - August 2009
Gemstar-TV Guide October 2006 - May 2008
Wachovia Securities June 2004 - October 2006
Skills
Competitive Analysis, Due Diligence, Market Research, Strategy, Mergers, Analytics, Financial Analysis, Financial Modeling, Corporate Development, Corporate Finance, Mergers & Acquisitions, Business Development, Finance, Valuation, Strategic Partnerships
Education
UCLA Anderson School of Management 2009 — 2011
MBA, Entertainment and Media Management
Harvard University 2000 — 2004
B.A., Economics
Warner Bros. Studios August 2011 - Present
UCLA Anderson School of Management September 2009 - June 2011
Warner Bros. Studios June 2010 - September 2010
NBC Universal August 2008 - August 2009
Gemstar-TV Guide October 2006 - May 2008
Wachovia Securities June 2004 - October 2006
Skills
Competitive Analysis, Due Diligence, Market Research, Strategy, Mergers, Analytics, Financial Analysis, Financial Modeling, Corporate Development, Corporate Finance, Mergers & Acquisitions, Business Development, Finance, Valuation, Strategic Partnerships
Education
UCLA Anderson School of Management 2009 — 2011
MBA, Entertainment and Media Management
Harvard University 2000 — 2004
B.A., Economics
Erin Fuselier Erin Fuselier's Wachovia Securities Experience April 2004 - Present
Job Manager, Risk Management and Compliance Products and Services at First Clearing , Affiliate of Wells Fargo
Industry Financial Services
Experience
First Clearing , Affiliate of Wells Fargo September 2012 - Present
Wells Fargo Advisors 2009 - Present
Wachovia Securities April 2004 - Present
Circuit City September 2001 - April 2004
Education
University of Richmond 2005 — 2008
MBA, Finance
James Madison University 1995 — 1999
BS, Visual Communications
Bond University 1997 — 1997
Semester Abroad, Marketing, Communications & Advertising
First Clearing , Affiliate of Wells Fargo September 2012 - Present
Wells Fargo Advisors 2009 - Present
Wachovia Securities April 2004 - Present
Circuit City September 2001 - April 2004
Education
University of Richmond 2005 — 2008
MBA, Finance
James Madison University 1995 — 1999
BS, Visual Communications
Bond University 1997 — 1997
Semester Abroad, Marketing, Communications & Advertising
Mark DeBartolo Mark DeBartolo's Wachovia Securities Experience September 2007 - March 2009
Job Director Project Management, Initiative Management Team at Virginia Premier Health Plan, Inc.
Industry Hospital & Health Care
Experience
Virginia Premier Health Plan, Inc. September 2014 - Present
Virginia Premier Health Plan, Inc. August 2012 - August 2014
Wells Fargo Advisors 2011 - 2012
Wachovia Securities September 2007 - March 2009
Virginia Blood Services February 2004 - September 2007
Capital One Financial October 2000 - January 2003
Capital One Financial September 1998 - October 2000
Capital One Financial August 1996 - September 1998
Accelerated Bureau of Collections February 1995 - July 1996
Education
James Madison University
Bachelor of Science, Political Science
Virginia Premier Health Plan, Inc. September 2014 - Present
Virginia Premier Health Plan, Inc. August 2012 - August 2014
Wells Fargo Advisors 2011 - 2012
Wachovia Securities September 2007 - March 2009
Virginia Blood Services February 2004 - September 2007
Capital One Financial October 2000 - January 2003
Capital One Financial September 1998 - October 2000
Capital One Financial August 1996 - September 1998
Accelerated Bureau of Collections February 1995 - July 1996
Education
James Madison University
Bachelor of Science, Political Science
Ernesto Lembert Sr., MBA/TM Ernesto Lembert Sr., MBA/TM's Wachovia Securities Experience September 2005 - March 2006
Job Project Manager at NetApp
Industry Information Technology and Services
Experience
NetApp April 2014 - Present
Cisco Systems February 2013 - November 2013
Cisco Systems June 2012 - February 2013
Credit Suisse January 2011 - June 2012
New Breed Logistics May 2010 - December 2010
Genworth Financial August 2009 - May 2010
AT&T August 2006 - August 2009
Wachovia Securities September 2005 - March 2006
Infoscore Financial September 2001 - August 2005
XBond Corporation October 2000 - March 2001
Skills
Systems Analysis, Business Analysis, SharePoint, MS Project, Data Analysis, Project Management, Visio, Business Intelligence, SQL, SDLC, Microsoft SQL Server, Agile Methodologies, VOIP, Support Management, Testing, Oracle, Oracle BI EE, Unix, VoIP, Vendor Management, CRM, Integration, Databases, Business Process, Requirements Gathering, Requirements Analysis, Software Documentation, Disaster Recovery, Technical Documentation, Scrum, Access, Communication, Quality Assurance, Program Management, User Acceptance Testing, Analysis, PL/SQL, SaaS, Cross-functional Team..., Enterprise Software, Troubleshooting, Visual Basic, Management, Resource Management, Leadership, Training, Business Requirements, Pre-sales, Information Technology, Process Improvement
Education
University of Phoenix 2005 — 2007
MBA/TM, Master in Business Administration / Technology Management
Instituto Tecnológico Autónomo de México 1998 — 1999
Diploma, Project Management
Instituto Tecnológico de Santo Domingo 1984 — 1988
BS, System Engineering
COCOFAM 1974 — 1984
Graduate, Physics and Mathemathics
NetApp April 2014 - Present
Cisco Systems February 2013 - November 2013
Cisco Systems June 2012 - February 2013
Credit Suisse January 2011 - June 2012
New Breed Logistics May 2010 - December 2010
Genworth Financial August 2009 - May 2010
AT&T August 2006 - August 2009
Wachovia Securities September 2005 - March 2006
Infoscore Financial September 2001 - August 2005
XBond Corporation October 2000 - March 2001
Skills
Systems Analysis, Business Analysis, SharePoint, MS Project, Data Analysis, Project Management, Visio, Business Intelligence, SQL, SDLC, Microsoft SQL Server, Agile Methodologies, VOIP, Support Management, Testing, Oracle, Oracle BI EE, Unix, VoIP, Vendor Management, CRM, Integration, Databases, Business Process, Requirements Gathering, Requirements Analysis, Software Documentation, Disaster Recovery, Technical Documentation, Scrum, Access, Communication, Quality Assurance, Program Management, User Acceptance Testing, Analysis, PL/SQL, SaaS, Cross-functional Team..., Enterprise Software, Troubleshooting, Visual Basic, Management, Resource Management, Leadership, Training, Business Requirements, Pre-sales, Information Technology, Process Improvement
Education
University of Phoenix 2005 — 2007
MBA/TM, Master in Business Administration / Technology Management
Instituto Tecnológico Autónomo de México 1998 — 1999
Diploma, Project Management
Instituto Tecnológico de Santo Domingo 1984 — 1988
BS, System Engineering
COCOFAM 1974 — 1984
Graduate, Physics and Mathemathics
Tashfin Haque Tashfin Haque's Wachovia Securities Experience January 2007 - May 2007
Job
Industry Oil & Energy
Experience
Department of Energy, Government of Alberta April 2014 - Present
Department of Energy, Government of Alberta October 2012 - March 2014
Department of Energy, Government of Alberta April 2011 - September 2012
Department of Energy, Government of Alberta November 2008 - March 2011
Department of Energy, Government of Alberta June 2008 - October 2008
Department of Energy, Government of Alberta January 2008 - May 2008
Wachovia Securities January 2007 - May 2007
GE Asset Management January 2006 - May 2006
Institute of Business Administration (IBA), University of Dhaka January 2003 - August 2005
Islami Bank Bangladesh Limited September 2002 - December 2002
Skills
Financial Modeling, Statistical Analysis, Risk Analysis, Derivatives, Risk Measurement, Bond Pricing, Data Analysis, Finance, Valuation, Business Analysis, Financial Analysis, Project Management, Strategic Planning, Risk Management, Analysis, Business Strategy, Management Consulting, Business Process..., Corporate Finance, Analytics, Management, Statistics
Education
CMA Alberta 2013 — 2015
Strategic Leadership Program
The University of Texas at Austin - Red McCombs School of Business 2005 — 2007
MBA
Bangladesh Institute of Management (BIM) 2001 — 2002
PGDCS
University of Dhaka - Institute of Business Administration (IBA) 1996 — 1998
MBA
Indian Institute of Technology, Bombay 1991 — 1995
B.Tech.
Department of Energy, Government of Alberta April 2014 - Present
Department of Energy, Government of Alberta October 2012 - March 2014
Department of Energy, Government of Alberta April 2011 - September 2012
Department of Energy, Government of Alberta November 2008 - March 2011
Department of Energy, Government of Alberta June 2008 - October 2008
Department of Energy, Government of Alberta January 2008 - May 2008
Wachovia Securities January 2007 - May 2007
GE Asset Management January 2006 - May 2006
Institute of Business Administration (IBA), University of Dhaka January 2003 - August 2005
Islami Bank Bangladesh Limited September 2002 - December 2002
Skills
Financial Modeling, Statistical Analysis, Risk Analysis, Derivatives, Risk Measurement, Bond Pricing, Data Analysis, Finance, Valuation, Business Analysis, Financial Analysis, Project Management, Strategic Planning, Risk Management, Analysis, Business Strategy, Management Consulting, Business Process..., Corporate Finance, Analytics, Management, Statistics
Education
CMA Alberta 2013 — 2015
Strategic Leadership Program
The University of Texas at Austin - Red McCombs School of Business 2005 — 2007
MBA
Bangladesh Institute of Management (BIM) 2001 — 2002
PGDCS
University of Dhaka - Institute of Business Administration (IBA) 1996 — 1998
MBA
Indian Institute of Technology, Bombay 1991 — 1995
B.Tech.
Alyson Pridgen Alyson Pridgen's Wachovia Securities Experience May 2007 - April 2009
Job Manager at CapTech
Industry Information Technology and Services
Experience
CapTech May 2012 - Present
Snagajob January 2012 - May 2012
CapTech August 2010 - January 2012
Federal Reserve Bank of New York May 2009 - August 2010
Wachovia Securities May 2007 - April 2009
Skills
Business Analysis, SDLC, Process Improvement, Data Analysis, Requirements Gathering, SharePoint, Project Management, Analytics, Agile Methodologies, Requirements Analysis, Program Management, Business Intelligence, Change Management, Business Process..., Consulting, Strategic Planning, Integration, IT Strategy, Management, Management Consulting, Analysis, Strategy, Business Process, Software Project..., Leadership, Scrum, Software Development, Risk Management, Enterprise Software, PMO, Product Management, CRM, Enterprise Architecture
Education
The College of William and Mary - The Mason School of Business 2005 — 2007
MBA
James Madison University 1999 — 2003
BA, Psychology
CapTech May 2012 - Present
Snagajob January 2012 - May 2012
CapTech August 2010 - January 2012
Federal Reserve Bank of New York May 2009 - August 2010
Wachovia Securities May 2007 - April 2009
Skills
Business Analysis, SDLC, Process Improvement, Data Analysis, Requirements Gathering, SharePoint, Project Management, Analytics, Agile Methodologies, Requirements Analysis, Program Management, Business Intelligence, Change Management, Business Process..., Consulting, Strategic Planning, Integration, IT Strategy, Management, Management Consulting, Analysis, Strategy, Business Process, Software Project..., Leadership, Scrum, Software Development, Risk Management, Enterprise Software, PMO, Product Management, CRM, Enterprise Architecture
Education
The College of William and Mary - The Mason School of Business 2005 — 2007
MBA
James Madison University 1999 — 2003
BA, Psychology
Steve Medland Steve Medland's Wachovia Securities Experience December 2002 - February 2004
Job Cofounder and Principal of TABR Capital Management, LLC
Industry Financial Services
Experience
TABR Capital Management, LLC February 2004 - Present
Wharton Club of Southern California June 2007 - June 2009
Wachovia Securities December 2002 - February 2004
U.S. Navy July 1992 - August 2000
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
INSEAD 2001 — 2001
Wharton Exchange Program
United States Merchant Marine Academy 1988 — 1992
B.S., Marine Engineering Systems
TABR Capital Management, LLC February 2004 - Present
Wharton Club of Southern California June 2007 - June 2009
Wachovia Securities December 2002 - February 2004
U.S. Navy July 1992 - August 2000
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
INSEAD 2001 — 2001
Wharton Exchange Program
United States Merchant Marine Academy 1988 — 1992
B.S., Marine Engineering Systems
LaTilda Hudnall Owens, MBA's Wachovia Securities Experience March 2003 - May 2008
Job Owner, Business Consultant at LHO Solutions, LLC
Industry Financial Services
Experience
LHO Solutions, LLC October 2013 - Present
Genworth Financial May 2008 - July 2013
Wachovia Securities March 2003 - May 2008
Skills
Financial Reporting, Accounting, SOX, Auditing, GAAP, SEC reporting, Audit, Internal Controls, Financial Analysis, Budgeting, Insurance, General Ledger, Account Reconciliation, Internal Audit, Compliance, Spreadsheets, Variance Analysis, Excel, Balance, Cash Flow, Access, Analysis, Word, Outlook, Financial Modeling, PowerPoint, Documentation, Microsoft Office, Business Planning, Financial Management, Financial Accounting, Sarbanes-Oxley Act
Education
Strayer University 2006 — 2010
MBA, Accounting
Hampton University 1998 — 2003
BS, BUSINESS MANAGEMENT
LHO Solutions, LLC October 2013 - Present
Genworth Financial May 2008 - July 2013
Wachovia Securities March 2003 - May 2008
Skills
Financial Reporting, Accounting, SOX, Auditing, GAAP, SEC reporting, Audit, Internal Controls, Financial Analysis, Budgeting, Insurance, General Ledger, Account Reconciliation, Internal Audit, Compliance, Spreadsheets, Variance Analysis, Excel, Balance, Cash Flow, Access, Analysis, Word, Outlook, Financial Modeling, PowerPoint, Documentation, Microsoft Office, Business Planning, Financial Management, Financial Accounting, Sarbanes-Oxley Act
Education
Strayer University 2006 — 2010
MBA, Accounting
Hampton University 1998 — 2003
BS, BUSINESS MANAGEMENT
Matthew Tielker's Wachovia Securities Experience March 2007 - October 2008
Job Financial Advisor at Financial Center First Credit Union
Industry Financial Services
Experience
Financial Center First Credit Union March 2012 - Present
VALIC January 2009 - February 2012
Wachovia Securities March 2007 - October 2008
Skills
Series 66, Series 7, Retirement Planning, 529 Plans, IRA's, Asset Allocation, Insurance Planning, Annuities, Mutual Funds, Wealth Management, Retirement Income..., Financial Planning
Education
Indiana University Bloomington 1992 — 1996
Bachelor of Science, Finance
Financial Center First Credit Union March 2012 - Present
VALIC January 2009 - February 2012
Wachovia Securities March 2007 - October 2008
Skills
Series 66, Series 7, Retirement Planning, 529 Plans, IRA's, Asset Allocation, Insurance Planning, Annuities, Mutual Funds, Wealth Management, Retirement Income..., Financial Planning
Education
Indiana University Bloomington 1992 — 1996
Bachelor of Science, Finance
Sabrina Gross Sabrina Gross's Wachovia Securities Experience January 2001 - January 2004
Job Client Associates at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2004 - Present
RBC Wealth Management January 2004 - Present
Prudential Securities Inc December 2001 - November 2004
WACHOVIA SECURITIES January 2001 - January 2004
Emigrant Mortgage January 2001 - November 2001
EMIGRANT MORTGAGE January 2001 - January 2001
AUDIO VIDEO ENHANCEMENT January 1999 - January 2001
Education
Housatonic Community College
Associate of Arts and Sciences (AAS), Business Administration and Management, General
RBC Wealth Management November 2004 - Present
RBC Wealth Management January 2004 - Present
Prudential Securities Inc December 2001 - November 2004
WACHOVIA SECURITIES January 2001 - January 2004
Emigrant Mortgage January 2001 - November 2001
EMIGRANT MORTGAGE January 2001 - January 2001
AUDIO VIDEO ENHANCEMENT January 1999 - January 2001
Education
Housatonic Community College
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Ashley Clarke, CPA's Wachovia Securities Experience May 2007 - August 2007
Job Wellness Ambassador and Finance Professional
Industry Entertainment
Experience
Your Health Matters, LLC August 2015 - Present
Turner Broadcasting System May 2015 - Present
Turner Broadcasting System November 2013 - May 2015
PwC May 2012 - November 2013
PricewaterhouseCoopers October 2010 - May 2012
PricewaterhouseCoopers June 2009 - August 2009
James Madison University Computing Helpdesk May 2006 - March 2009
Wachovia Securities May 2007 - August 2007
The Mobile Solution June 2006 - August 2006
Skills
Financial Reporting, Finance, Microsoft Office, Accounting, Corporate Tax, Leadership, Analysis, Management, Microsoft Excel, Financial Analysis, Income Tax, Financial Statements, Emergency Management, Public Sector Financial..., PowerPoint, Process Improvement, Public Speaking, Compliance, Logistics Management, Project Management, Consolidated Reporting, Presentations, Customer Service
Education
Virginia Commonwealth University 2009 — 2010
Master of Accountancy, Accounting
James Madison University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Your Health Matters, LLC August 2015 - Present
Turner Broadcasting System May 2015 - Present
Turner Broadcasting System November 2013 - May 2015
PwC May 2012 - November 2013
PricewaterhouseCoopers October 2010 - May 2012
PricewaterhouseCoopers June 2009 - August 2009
James Madison University Computing Helpdesk May 2006 - March 2009
Wachovia Securities May 2007 - August 2007
The Mobile Solution June 2006 - August 2006
Skills
Financial Reporting, Finance, Microsoft Office, Accounting, Corporate Tax, Leadership, Analysis, Management, Microsoft Excel, Financial Analysis, Income Tax, Financial Statements, Emergency Management, Public Sector Financial..., PowerPoint, Process Improvement, Public Speaking, Compliance, Logistics Management, Project Management, Consolidated Reporting, Presentations, Customer Service
Education
Virginia Commonwealth University 2009 — 2010
Master of Accountancy, Accounting
James Madison University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Angelique Reed's Wachovia Securities Experience May 2005 - June 2007
Job Integrated Sales at Teen Vogue
Industry Publishing
Experience
Teen Vogue April 2015 - Present
Teen Vogue May 2013 - April 2015
Vogue November 2011 - May 2013
Essence Magazine February 2011 - November 2011
Seventeen Magazine May 2009 - February 2011
Condé Nast February 2008 - May 2009
Wachovia Securities May 2005 - June 2007
Howard University July 2004 - May 2005
Skills
Online Advertising, Digital Media, Social Media, Integrated Marketing, Digital Marketing, Marketing Strategy, Advertising, Marketing Communications, Social Media Marketing, Digital Strategy, Publishing, Blogging, Facebook, Data Analysis, Merchandising, Public Relations, Copywriting, Collateral, Email Marketing, Media Planning
Education
Howard University 2001 — 2005
BBA, Marketing
Teen Vogue April 2015 - Present
Teen Vogue May 2013 - April 2015
Vogue November 2011 - May 2013
Essence Magazine February 2011 - November 2011
Seventeen Magazine May 2009 - February 2011
Condé Nast February 2008 - May 2009
Wachovia Securities May 2005 - June 2007
Howard University July 2004 - May 2005
Skills
Online Advertising, Digital Media, Social Media, Integrated Marketing, Digital Marketing, Marketing Strategy, Advertising, Marketing Communications, Social Media Marketing, Digital Strategy, Publishing, Blogging, Facebook, Data Analysis, Merchandising, Public Relations, Copywriting, Collateral, Email Marketing, Media Planning
Education
Howard University 2001 — 2005
BBA, Marketing
Derrick Gripper, ITIL's Wachovia Securities Experience 2007 - 2010
Job IT Sites Project Lead at Capital One
Industry Information Technology and Services
Experience
Unisys September 2012 - Present
Verizon 20/20 Companies August 2010 - July 2011
Wachovia Securities 2007 - 2010
Unisys October 2005 - May 2007
Booz Allen Hamilton August 2004 - May 2005
New Horizons Computer Learning Centers December 2000 - June 2004
Skills
Microsoft Exchange, Security, Microsoft SQL Server, SDLC, Citrix, .NET, Network Security, Active Directory, XP, IT Service Management, Microsoft Certified..., Windows Server, Databases, Visio, Networking, Windows 7, Windows XP
Education
ITT Technical Institute-Richmond 2011 — 2014
B.S., Information Security and Cybersecurity
Unisys September 2012 - Present
Verizon 20/20 Companies August 2010 - July 2011
Wachovia Securities 2007 - 2010
Unisys October 2005 - May 2007
Booz Allen Hamilton August 2004 - May 2005
New Horizons Computer Learning Centers December 2000 - June 2004
Skills
Microsoft Exchange, Security, Microsoft SQL Server, SDLC, Citrix, .NET, Network Security, Active Directory, XP, IT Service Management, Microsoft Certified..., Windows Server, Databases, Visio, Networking, Windows 7, Windows XP
Education
ITT Technical Institute-Richmond 2011 — 2014
B.S., Information Security and Cybersecurity
Brian Blankinship Brian Blankinship's Wachovia Securities Experience July 1998 - March 2005
Job Investment Advisor at Pettyjohn, Wood & White, Inc.
Industry Investment Management
Experience
Pettyjohn, Wood & White, Inc. (formerly The Pettyjohn Company) July 2007 - Present
BB&T March 2005 - January 2007
Wachovia Securities July 1998 - March 2005
Central Fidelity Bank October 1985 - July 1998
Skills
Finance, Insurance, Strategic Planning, Customer Service, Process Improvement, Microsoft Excel, Sales, Microsoft Office, Wealth Management, New Business Development
Education
James Madison University 1980 — 1984
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Pettyjohn, Wood & White, Inc. (formerly The Pettyjohn Company) July 2007 - Present
BB&T March 2005 - January 2007
Wachovia Securities July 1998 - March 2005
Central Fidelity Bank October 1985 - July 1998
Skills
Finance, Insurance, Strategic Planning, Customer Service, Process Improvement, Microsoft Excel, Sales, Microsoft Office, Wealth Management, New Business Development
Education
James Madison University 1980 — 1984
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Steve Hollis Steve Hollis's Wachovia Securities Experience May 2001 - June 2006
Job CEO at Korner
Industry Consumer Goods
Experience
Korner January 2013 - Present
Amazon October 2013 - January 2015
Amazon July 2012 - September 2013
Meals On Wheels Association of America June 2011 - May 2012
Winship Partners July 2008 - July 2010
Wachovia Securities May 2001 - June 2006
Merrill Lynch January 2000 - May 2001
Scotia Capital 1998 - 2000
Nortel September 1992 - August 1995
Skills
Financial Advisory, Investment Banking, Mergers, Financial Modeling, Mergers & Acquisitions, Venture Capital, Business Development, Business Strategy, Cloud Computing, Corporate Finance, E-commerce, Entrepreneurship, Executive Management, Finance, Investments, Private Equity, Product Management, Start-ups, Strategic Partnerships, Strategy, Strategic Planning, Telecommunications, Wireless, Management
Education
University of Waterloo 1987 — 1992
Engineering
The University of Western Ontario - Richard Ivey School of Business 1995 — 1997
MBA
Gloucester High School
Korner January 2013 - Present
Amazon October 2013 - January 2015
Amazon July 2012 - September 2013
Meals On Wheels Association of America June 2011 - May 2012
Winship Partners July 2008 - July 2010
Wachovia Securities May 2001 - June 2006
Merrill Lynch January 2000 - May 2001
Scotia Capital 1998 - 2000
Nortel September 1992 - August 1995
Skills
Financial Advisory, Investment Banking, Mergers, Financial Modeling, Mergers & Acquisitions, Venture Capital, Business Development, Business Strategy, Cloud Computing, Corporate Finance, E-commerce, Entrepreneurship, Executive Management, Finance, Investments, Private Equity, Product Management, Start-ups, Strategic Partnerships, Strategy, Strategic Planning, Telecommunications, Wireless, Management
Education
University of Waterloo 1987 — 1992
Engineering
The University of Western Ontario - Richard Ivey School of Business 1995 — 1997
MBA
Gloucester High School
Fred Leamnson's Wachovia Securities Experience December 2002 - March 2008
Job Reston, VA,.Social Security claiming specialist. I help clients maximize retirement income.
Industry Financial Services
Experience
Leamnson Capital Advisory, LLC May 2011 - Present
RBC Wealth Management March 2008 - April 2011
Wachovia Securities December 2002 - March 2008
Skills
Investment Management, Investment Advisory, Retirement Planning, Multi-generational..., Asset Protection, Charitable Giving..., Wealth Management, Asset Managment, Strategic Financial..., Investment Strategies, Wealth Transfer Planning, Wealth Protection, Charitable Giving..., Retirement, Retirement Plan..., Estate Planning, Asset Allocation, Risk Management, Finance, 401k, Financial Advisory
Education
Indiana University Bloomington 1973 — 1974
Business Administration and Management, General
Leamnson Capital Advisory, LLC May 2011 - Present
RBC Wealth Management March 2008 - April 2011
Wachovia Securities December 2002 - March 2008
Skills
Investment Management, Investment Advisory, Retirement Planning, Multi-generational..., Asset Protection, Charitable Giving..., Wealth Management, Asset Managment, Strategic Financial..., Investment Strategies, Wealth Transfer Planning, Wealth Protection, Charitable Giving..., Retirement, Retirement Plan..., Estate Planning, Asset Allocation, Risk Management, Finance, 401k, Financial Advisory
Education
Indiana University Bloomington 1973 — 1974
Business Administration and Management, General
Michael Cunningham's Wachovia Securities Experience June 2000 - December 2003
Job SVP, Wealth Management
Industry Financial Services
Experience
Merrill Lynch December 2003 - Present
Wachovia Securities June 2000 - December 2003
Merrill Lynch April 1996 - June 2000
MAMSI April 1993 - June 1995
Skills
Finance, Retirement Planning, Portfolio Management, Wealth Management, Investment Management, Equities, Investments, Banking, Financial Planning, Series 7, Mutual Funds, Securities, Wealth, Investment Strategies, Retirement, Wealth Accumulation, Financial Advisory, Strategic Financial...
Education
James Madison University 1985 — 1989
Bachelor of Science (BS), Biology and Psychology, Cum Laude
Fort Hunt High School 1982 — 1985
Merrill Lynch December 2003 - Present
Wachovia Securities June 2000 - December 2003
Merrill Lynch April 1996 - June 2000
MAMSI April 1993 - June 1995
Skills
Finance, Retirement Planning, Portfolio Management, Wealth Management, Investment Management, Equities, Investments, Banking, Financial Planning, Series 7, Mutual Funds, Securities, Wealth, Investment Strategies, Retirement, Wealth Accumulation, Financial Advisory, Strategic Financial...
Education
James Madison University 1985 — 1989
Bachelor of Science (BS), Biology and Psychology, Cum Laude
Fort Hunt High School 1982 — 1985
Jim Farmer, CLU, ChFC Jim Farmer, CLU, ChFC's Wachovia Securities Experience January 1990 - April 2007
Job Zero Estate Tax Planning
Industry Insurance
Experience
Financial Strategies Group April 2007 - Present
Prudential Securities September 1979 - 2008
Wachovia Securities January 1990 - April 2007
Skills
Estate Planning, Wealth Management
Education
Illinois State University 1975 — 1979
BA, Business Managment
Financial Strategies Group April 2007 - Present
Prudential Securities September 1979 - 2008
Wachovia Securities January 1990 - April 2007
Skills
Estate Planning, Wealth Management
Education
Illinois State University 1975 — 1979
BA, Business Managment
Leone Price's Wachovia Securities Experience June 2005 - August 2005
Job Alternative Investments and Investor Relations
Industry Financial Services
Experience
Brookfield Asset Management February 2013 - Present
Brookfield Asset Management 2012 - February 2013
Brookfield Asset Management 2009 - March 2012
Citigroup July 2006 - July 2009
Teach For America September 2003 - June 2006
Wachovia Securities June 2005 - August 2005
National Bureau of Economic Research (NBER) October 2003 - October 2004
Skills
Private Equity
Education
Harvard University 2002 — 2006
A.B
Cate School 1998 — 2002
MLT
Brookfield Asset Management February 2013 - Present
Brookfield Asset Management 2012 - February 2013
Brookfield Asset Management 2009 - March 2012
Citigroup July 2006 - July 2009
Teach For America September 2003 - June 2006
Wachovia Securities June 2005 - August 2005
National Bureau of Economic Research (NBER) October 2003 - October 2004
Skills
Private Equity
Education
Harvard University 2002 — 2006
A.B
Cate School 1998 — 2002
MLT
W. Spencer South W. Spencer South's Wachovia Securities Experience June 2001 - January 2003
Job Partner at Lazarus Capital Partners
Industry Venture Capital & Private Equity
Experience
Lazarus Capital Partners September 2003 - Present
Core Strong, LLC August 2014 - Present
Waldwic Plantation, LLC 2010 - Present
Greer Capital Advisors September 2003 - May 2005
Wachovia Securities June 2001 - January 2003
Skills
Private Equity, Deal Sourcing, Investments, Capital, Middle Market, Business Strategy, Mergers, Business Management, LBO, Management, Mergers & Acquisitions
Education
Harvard Business School 2013 — 2014
PLDA (Executive MBA)
University of Alabama 1996 — 1997
Finance
Hampden-Sydney College 1993 — 1995
Lazarus Capital Partners September 2003 - Present
Core Strong, LLC August 2014 - Present
Waldwic Plantation, LLC 2010 - Present
Greer Capital Advisors September 2003 - May 2005
Wachovia Securities June 2001 - January 2003
Skills
Private Equity, Deal Sourcing, Investments, Capital, Middle Market, Business Strategy, Mergers, Business Management, LBO, Management, Mergers & Acquisitions
Education
Harvard Business School 2013 — 2014
PLDA (Executive MBA)
University of Alabama 1996 — 1997
Finance
Hampden-Sydney College 1993 — 1995
Vu Pham's Wachovia Securities Experience 2005 - 2006
Job Product at FitStar
Industry Internet
Experience
FitStar July 2015 - Present
Zynga February 2013 - July 2015
Bank of America Merrill Lynch 2006 - 2011
Wachovia Securities 2005 - 2006
Skills
Leveraged Finance, Valuation, Investment Banking, Financial Modeling, Business Strategy, Business Acquisition, Mergers & Acquisitions, Due Diligence, Start-ups, Corporate Development, Product Management, Venture Capital, Finance
Education
INSEAD 2011 — 2012
MBA
University of Virginia 2001 — 2005
B.S., McIntire School of Commerce
FitStar July 2015 - Present
Zynga February 2013 - July 2015
Bank of America Merrill Lynch 2006 - 2011
Wachovia Securities 2005 - 2006
Skills
Leveraged Finance, Valuation, Investment Banking, Financial Modeling, Business Strategy, Business Acquisition, Mergers & Acquisitions, Due Diligence, Start-ups, Corporate Development, Product Management, Venture Capital, Finance
Education
INSEAD 2011 — 2012
MBA
University of Virginia 2001 — 2005
B.S., McIntire School of Commerce
Stephen Czocher, CFA, CFP® Stephen Czocher, CFA, CFP®'s Wachovia Securities Experience September 2000 - June 2005
Job Associate at Gresham Partners
Industry Financial Services
Experience
Gresham Partners LLC April 2007 - Present
S4 Capital June 2005 - April 2007
Wachovia Securities September 2000 - June 2005
Skills
Equities, Portfolio Management, Due Diligence, Hedge Funds, Alternative Investments, Investments, Private Equity, Asset Allocation, Financial Modeling, Bonds, Asset Managment, Wealth Management, Fixed Income, Series 7, Securities, Capital Markets, Financial Analysis, Options, Trading, Investment Analysis, Estate Planning, Portfolio Construction, Mutual Funds, Derivatives
Education
Loyola University of Chicago 2003 — 2007
MBA, Finance
Illinois State University 1995 — 1999
BS, Finance
Gresham Partners LLC April 2007 - Present
S4 Capital June 2005 - April 2007
Wachovia Securities September 2000 - June 2005
Skills
Equities, Portfolio Management, Due Diligence, Hedge Funds, Alternative Investments, Investments, Private Equity, Asset Allocation, Financial Modeling, Bonds, Asset Managment, Wealth Management, Fixed Income, Series 7, Securities, Capital Markets, Financial Analysis, Options, Trading, Investment Analysis, Estate Planning, Portfolio Construction, Mutual Funds, Derivatives
Education
Loyola University of Chicago 2003 — 2007
MBA, Finance
Illinois State University 1995 — 1999
BS, Finance
Jordan Cohen Jordan Cohen's Wachovia Securities Experience August 2003 - November 2004
Job Vice President at Bank of America
Industry Real Estate
Experience
Bank of America November 2013 - Present
Citi October 2010 - March 2013
Lehman Brothers Bank March 2005 - March 2008
Wachovia Securities August 2003 - November 2004
Skills
CMBS, Analysis, Mezzanine, Valuation, Asset Management, Capital Markets, Financial Modeling, Commercial Mortgages, Fixed Income, Investment Properties, Investments, Investors, Loan Origination, Loan Servicing, Loans, Real Estate, Real Estate Economics, Real Estate Financing, Portfolio Management, Securitization, Structured Finance, Underwriting, Credit Analysis, Banking, Commercial Real Estate, Equities, Credit, Finance, Financial Analysis, Management, Mortgage Lending
Education
Ithaca College 1999 — 2003
BS, Management
King Low Heywood Thomas School
Bank of America November 2013 - Present
Citi October 2010 - March 2013
Lehman Brothers Bank March 2005 - March 2008
Wachovia Securities August 2003 - November 2004
Skills
CMBS, Analysis, Mezzanine, Valuation, Asset Management, Capital Markets, Financial Modeling, Commercial Mortgages, Fixed Income, Investment Properties, Investments, Investors, Loan Origination, Loan Servicing, Loans, Real Estate, Real Estate Economics, Real Estate Financing, Portfolio Management, Securitization, Structured Finance, Underwriting, Credit Analysis, Banking, Commercial Real Estate, Equities, Credit, Finance, Financial Analysis, Management, Mortgage Lending
Education
Ithaca College 1999 — 2003
BS, Management
King Low Heywood Thomas School
William Tobey William Tobey's Wachovia Securities Experience June 2000 - August 2002
Job Senior Fellow at Harvard University, Kennedy School, Belfer Center for Science and International Affairs
Industry Public Policy
Experience
Harvard University, Kennedy School, Belfer Center for Science and International Affairs January 2009 - Present
National Nuclear Security Administration August 2006 - January 2009
White House National Security Council August 2002 - August 2006
Wachovia Securities June 2000 - August 2002
Forum Capital Management January 1997 - June 2000
Embryon Capital Management March 1996 - January 1997
Smith Barney January 1993 - March 1996
White House National Security Council February 1986 - January 1993
U.S. Delegation to the Nuclear and Space Talks January 1985 - February 1986
Skills
Public Policy, National Security, Policy, Government, Nuclear Proliferation, Defense, Strategic Planning, Policy Analysis, Arms Control, Strategy, Nuclear, Project Management, International Relations, Foreign Policy, Political Science, Foreign Affairs, Intelligence, Strategic Communications, Security Clearance, Politics, Homeland Security, Counterterrorism, DoD, Nonprofits, Diplomacy, Federal Government, Military, Legislative Relations, Program Management, International Security, Political Campaigns, Public Affairs
Education
Harvard University, John F. Kennedy School of Government 1982 — 1984
Master of Public Policy, International Security
Northwestern University 1977 — 1981
Bachelor of Science, Communication Studies
Harvard University, Kennedy School, Belfer Center for Science and International Affairs January 2009 - Present
National Nuclear Security Administration August 2006 - January 2009
White House National Security Council August 2002 - August 2006
Wachovia Securities June 2000 - August 2002
Forum Capital Management January 1997 - June 2000
Embryon Capital Management March 1996 - January 1997
Smith Barney January 1993 - March 1996
White House National Security Council February 1986 - January 1993
U.S. Delegation to the Nuclear and Space Talks January 1985 - February 1986
Skills
Public Policy, National Security, Policy, Government, Nuclear Proliferation, Defense, Strategic Planning, Policy Analysis, Arms Control, Strategy, Nuclear, Project Management, International Relations, Foreign Policy, Political Science, Foreign Affairs, Intelligence, Strategic Communications, Security Clearance, Politics, Homeland Security, Counterterrorism, DoD, Nonprofits, Diplomacy, Federal Government, Military, Legislative Relations, Program Management, International Security, Political Campaigns, Public Affairs
Education
Harvard University, John F. Kennedy School of Government 1982 — 1984
Master of Public Policy, International Security
Northwestern University 1977 — 1981
Bachelor of Science, Communication Studies
Jim Hardin's Wachovia Securities Experience July 2002 - June 2004
Job Founder & CEO at Veil (dba of Fund Investor Toolkit)
Industry Venture Capital & Private Equity
Experience
Veil January 2014 - Present
Vibaso Creative April 2013 - Present
POS Nation March 2009 - Present
Global Endowment Management, LP April 2009 - May 2013
Noonday Asset Management January 2005 - December 2008
Farallon Capital Management July 2004 - December 2004
Wachovia Securities July 2002 - June 2004
Education
Harvard University 1998 — 2002
AB, Economics
Veil January 2014 - Present
Vibaso Creative April 2013 - Present
POS Nation March 2009 - Present
Global Endowment Management, LP April 2009 - May 2013
Noonday Asset Management January 2005 - December 2008
Farallon Capital Management July 2004 - December 2004
Wachovia Securities July 2002 - June 2004
Education
Harvard University 1998 — 2002
AB, Economics
David Cusimano David Cusimano's Wachovia Securities Experience 2003 - 2005
Job Vice President at AccelKKR
Industry Venture Capital & Private Equity
Craig Leischner's Wachovia Securities Experience 2003 - 2006
Job VP of Software Development at VigiLanz Corporation
Industry Computer Software
Experience
VigiLanz Corporation November 2006 - Present
VigiLanz Corporation March 2003 - November 2006
Wachovia Securities 2003 - 2006
VigiLanz Corporation April 2000 - March 2003
Software Architects May 1997 - April 2000
John Deere Healthcare 1996 - 1997
Skills
Healthcare Information..., SDLC, SharePoint, Enterprise Architecture, Agile Methodologies, Software Project..., Software Development, Business Intelligence, .NET, Microsoft SQL Server, SQL, Integration, Web Services, C#, CSS
Education
Illinois State University
Northern Illinois University
BS
VigiLanz Corporation November 2006 - Present
VigiLanz Corporation March 2003 - November 2006
Wachovia Securities 2003 - 2006
VigiLanz Corporation April 2000 - March 2003
Software Architects May 1997 - April 2000
John Deere Healthcare 1996 - 1997
Skills
Healthcare Information..., SDLC, SharePoint, Enterprise Architecture, Agile Methodologies, Software Project..., Software Development, Business Intelligence, .NET, Microsoft SQL Server, SQL, Integration, Web Services, C#, CSS
Education
Illinois State University
Northern Illinois University
BS
Florin Nedelciuc's Wachovia Securities Experience February 2004 - May 2006
Job Whole Loan Trader at Angelo, Gordon & Co.
Industry Capital Markets
Experience
Angelo, Gordon & Co. April 2013 - Present
Hudson Advisors / Lone Star Funds October 2011 - April 2013
Clayton Holdings March 2011 - August 2011
Chicago Partners (a subsidiary of Navigant Consulting) October 2008 - February 2011
Red Pine Advisors July 2008 - October 2008
WaMu Capital Corp. June 2006 - January 2008
Wachovia Securities February 2004 - May 2006
Banc of America Securities July 2001 - January 2004
Skills
MBS, ABS, Derivatives, CDO, Securities, Residential Mortgages, CDS, Capital Markets, Securitization, Fixed Income, Structured Finance, Financial Modeling, Asset Management, Portfolio Management, Mortgage Lending, Investment Banking, Loans, Valuation, Financial Services, Financial Structuring, Structured Products, Credit, Bonds, Trading, Alternative Investments, Bloomberg, Private Equity, Hedge Funds, Loan Origination, Investments
Education
James Madison University 1997 — 2001
BS
Angelo, Gordon & Co. April 2013 - Present
Hudson Advisors / Lone Star Funds October 2011 - April 2013
Clayton Holdings March 2011 - August 2011
Chicago Partners (a subsidiary of Navigant Consulting) October 2008 - February 2011
Red Pine Advisors July 2008 - October 2008
WaMu Capital Corp. June 2006 - January 2008
Wachovia Securities February 2004 - May 2006
Banc of America Securities July 2001 - January 2004
Skills
MBS, ABS, Derivatives, CDO, Securities, Residential Mortgages, CDS, Capital Markets, Securitization, Fixed Income, Structured Finance, Financial Modeling, Asset Management, Portfolio Management, Mortgage Lending, Investment Banking, Loans, Valuation, Financial Services, Financial Structuring, Structured Products, Credit, Bonds, Trading, Alternative Investments, Bloomberg, Private Equity, Hedge Funds, Loan Origination, Investments
Education
James Madison University 1997 — 2001
BS
James Selapack's Wachovia Securities Experience January 2008 - May 2009
Job Senior Supply Chain Manager at DRS Technologies, Inc.
Industry Defense & Space
Experience
DRS Technologies, Inc. May 2009 - Present
DRS Laurel Technologies May 2009 - January 2014
Wachovia Securities January 2008 - May 2009
Concurrent Technologies Corporation 2003 - January 2008
U.S. Army October 2004 - January 2006
US Army 1999 - 2006
Concurrent Technologies Corporation October 2002 - July 2004
Skills
Program Management, Proposal Writing, Government, Government Contracting, Strategic Planning, DoD, Budgets, Operations Management, Leadership, Inventory Management, Procurement, Project Planning, Analysis, Management, Supply Chain, Logistics, Strategy, Sourcing, Six Sigma, Supply Chain Management, Contract Management, Cross-functional Team..., Lean Manufacturing
Education
University of Pittsburgh 2001 — 2005
BA
Indiana University of Pennsylvania
MA
DRS Technologies, Inc. May 2009 - Present
DRS Laurel Technologies May 2009 - January 2014
Wachovia Securities January 2008 - May 2009
Concurrent Technologies Corporation 2003 - January 2008
U.S. Army October 2004 - January 2006
US Army 1999 - 2006
Concurrent Technologies Corporation October 2002 - July 2004
Skills
Program Management, Proposal Writing, Government, Government Contracting, Strategic Planning, DoD, Budgets, Operations Management, Leadership, Inventory Management, Procurement, Project Planning, Analysis, Management, Supply Chain, Logistics, Strategy, Sourcing, Six Sigma, Supply Chain Management, Contract Management, Cross-functional Team..., Lean Manufacturing
Education
University of Pittsburgh 2001 — 2005
BA
Indiana University of Pennsylvania
MA
Sushrut Phatak's Wachovia Securities Experience October 2006 - July 2007
Job Business Intelligence and Data Warehousing Professional
Industry Computer Software
Experience
Xirut Inc. August 2006 - Present
Wachovia Securities October 2006 - July 2007
R R Donnelley July 2005 - August 2006
Siebel Systems, Inc January 2005 - July 2005
Informatica Corp March 2000 - January 2005
Skills
Business Intelligence, Data Warehousing, Data Integration, ETL, Analytics, Informatica, PL/SQL, Oracle, ERP, .NET, Project Management, Management, Java, Integration, Oracle Applications
Education
Indian Institute of Technology, Bombay 1996 — 1998
Master of Management
Govt. College of Engineering, Pune 1990 — 1994
BS
Xirut Inc. August 2006 - Present
Wachovia Securities October 2006 - July 2007
R R Donnelley July 2005 - August 2006
Siebel Systems, Inc January 2005 - July 2005
Informatica Corp March 2000 - January 2005
Skills
Business Intelligence, Data Warehousing, Data Integration, ETL, Analytics, Informatica, PL/SQL, Oracle, ERP, .NET, Project Management, Management, Java, Integration, Oracle Applications
Education
Indian Institute of Technology, Bombay 1996 — 1998
Master of Management
Govt. College of Engineering, Pune 1990 — 1994
BS
Chris Rafferty's Wachovia Securities Experience 2001 - 2004
Job Senior Vice President & Team Leader at Aon
Industry Insurance
Experience
Aon August 2007 - Present
Aon July 2007 - August 2012
Lincoln International 2006 - 2007
Goldman Sachs 2005 - 2005
Wachovia Securities 2001 - 2004
Skills
Financial Markets, Sales, Private Equity, Valuation, Financial Modeling, Mergers, Investment Banking, Financial Analysis, Corporate Finance, Investments, Due Diligence, Capital Markets, Mergers & Acquisitions, Financial Services
Education
Harvard Business School 2004 — 2006
Master
University of Evansville 1997 — 2001
Bachelor of Science
Aon August 2007 - Present
Aon July 2007 - August 2012
Lincoln International 2006 - 2007
Goldman Sachs 2005 - 2005
Wachovia Securities 2001 - 2004
Skills
Financial Markets, Sales, Private Equity, Valuation, Financial Modeling, Mergers, Investment Banking, Financial Analysis, Corporate Finance, Investments, Due Diligence, Capital Markets, Mergers & Acquisitions, Financial Services
Education
Harvard Business School 2004 — 2006
Master
University of Evansville 1997 — 2001
Bachelor of Science
Kerrie Cobb's Wachovia Securities Experience June 2007 - November 2007
Job Business Systems Analyst United Network for Organ Sharing (UNOS)
Industry Information Technology and Services
Experience
United Network for Organ Sharing February 2008 - Present
Wachovia Securities June 2007 - November 2007
Circuit City Stores Inc July 2006 - June 2007
Capital One March 1994 - June 2006
Skills
Requirements Analysis, Business Analysis, Visio, Requirements Gathering, SDLC
Education
Hollins University 1988 — 1992
United Network for Organ Sharing February 2008 - Present
Wachovia Securities June 2007 - November 2007
Circuit City Stores Inc July 2006 - June 2007
Capital One March 1994 - June 2006
Skills
Requirements Analysis, Business Analysis, Visio, Requirements Gathering, SDLC
Education
Hollins University 1988 — 1992
Thomas Coleman, CFA, CAIA's Wachovia Securities Experience June 2007 - October 2008
Job Portfolio Manager
Industry Real Estate
Experience
Virginia Retirement System May 2011 - Present
Wells Fargo October 2008 - June 2011
Wachovia Securities June 2007 - October 2008
GrayCo, Inc October 2004 - June 2007
Wachovia Securities September 2001 - May 2004
Valentine Ventures June 2000 - June 2001
Virginia Army National Guard June 1994 - May 2000
Skills
Valuation, Disposition, Asset Management, Financial Modeling, Portfolio Management, Corporate Finance, Financial Analysis, Real Estate, Private Equity, Investments, Alternative Investments, Capital Markets, Dispositions, Due Diligence, Loans
Education
James Madison University 1996 — 2000
BS, Quantitative Finance, Minors in Economics and Mathematics
Virginia Retirement System May 2011 - Present
Wells Fargo October 2008 - June 2011
Wachovia Securities June 2007 - October 2008
GrayCo, Inc October 2004 - June 2007
Wachovia Securities September 2001 - May 2004
Valentine Ventures June 2000 - June 2001
Virginia Army National Guard June 1994 - May 2000
Skills
Valuation, Disposition, Asset Management, Financial Modeling, Portfolio Management, Corporate Finance, Financial Analysis, Real Estate, Private Equity, Investments, Alternative Investments, Capital Markets, Dispositions, Due Diligence, Loans
Education
James Madison University 1996 — 2000
BS, Quantitative Finance, Minors in Economics and Mathematics
Chitti Korukonda's Wachovia Securities Experience October 2003 - Present
Job Developer at Wachovia Securities
Industry Information Technology and Services
Experience
Wachovia Securities October 2003 - Present
Education
Old Dominion University 1999 — 2002
MS, Engineering
Jawaharlal Nehru Technological University 1995 — 1999
BTech, Engineering
Wachovia Securities October 2003 - Present
Education
Old Dominion University 1999 — 2002
MS, Engineering
Jawaharlal Nehru Technological University 1995 — 1999
BTech, Engineering
Richard Feierabend's Wachovia Securities Experience 2007 - 2008
Job Senior Analyst at Circuit City
Industry Consumer Electronics
Experience
Dominion 2008 - Present
Wachovia Securities 2007 - 2008
Circuit City 2002 - 2007
Education
James Madison University 1996 — 1999
Bachelor of Science (B.S.)
Dominion 2008 - Present
Wachovia Securities 2007 - 2008
Circuit City 2002 - 2007
Education
James Madison University 1996 — 1999
Bachelor of Science (B.S.)
Alan W. Murphy's Wachovia Securities Experience July 2003 - February 2004
Job Managing Director at Stifel, Nicolaus & Co.
Industry Financial Services
Experience
Stifel, Nicolaus & Co. October 2009 - Present
Duncan Williams Inc. February 2008 - January 2010
Popular Securities March 2004 - January 2008
Wachovia Securities July 2003 - February 2004
Prudential Securities Inc. January 1976 - June 2003
Skills
Capital Markets, Bonds, Trading, Securities, Underwriting, Series 7, Fixed Income, Series 63, Portfolio Management, Bloomberg, Investment Banking, Investments, Series 24, Series 53
Education
Haslam College of Business at the University of Tennessee 1974 — 1975
MBA, Finance
University of North Carolina at Wilmington 1970 — 1974
BS, Economics
Stifel, Nicolaus & Co. October 2009 - Present
Duncan Williams Inc. February 2008 - January 2010
Popular Securities March 2004 - January 2008
Wachovia Securities July 2003 - February 2004
Prudential Securities Inc. January 1976 - June 2003
Skills
Capital Markets, Bonds, Trading, Securities, Underwriting, Series 7, Fixed Income, Series 63, Portfolio Management, Bloomberg, Investment Banking, Investments, Series 24, Series 53
Education
Haslam College of Business at the University of Tennessee 1974 — 1975
MBA, Finance
University of North Carolina at Wilmington 1970 — 1974
BS, Economics
Hima Sagar's Wachovia Securities Experience September 2006 - April 2007
Job ETL Lead Developer / ETL Architect Consultant at JPMorgan Chase
Industry Computer Software
Experience
JPMorgan Chase December 2010 - Present
State Farm Insurance April 2009 - December 2010
Country Insurance & Financial Services October 2008 - March 2009
CNA Insurance April 2008 - October 2008
Advertising.com April 2007 - March 2008
Wachovia Securities September 2006 - April 2007
Skills
Informatica, Oracle, Unix Shell Scripting, Business Objects Data..., Teradata, BODI / BODS
Education
Jawaharlal Nehru Technological University 2002 — 2004
JPMorgan Chase December 2010 - Present
State Farm Insurance April 2009 - December 2010
Country Insurance & Financial Services October 2008 - March 2009
CNA Insurance April 2008 - October 2008
Advertising.com April 2007 - March 2008
Wachovia Securities September 2006 - April 2007
Skills
Informatica, Oracle, Unix Shell Scripting, Business Objects Data..., Teradata, BODI / BODS
Education
Jawaharlal Nehru Technological University 2002 — 2004
Ellen Busse's Wachovia Securities Experience 2003 - 2007
Job Senior Project Manager at HAVI Global Solutions
Industry Information Services
Experience
HAVI Global Solutions July 2010 - Present
Wells Fargo Advisors January 2010 - July 2010
AC Nielsen August 2007 - December 2009
Greenbrier & Russel, Inc. 2004 - 2007
Wachovia Securities 2003 - 2007
PM Solutions / PM College 2000 - 2002
American Bar Association 1993 - 2000
Aon 1991 - 1993
Arthur Andersen 1984 - 1991
Skills
Project Management, PMO, SDLC, Requirements Analysis, Business Requirements, Software Project..., Software Documentation, Business Analysis, Outsourcing, Data Warehousing, Requirements Gathering, Leadership, PMP, Project Portfolio..., Management, Business Intelligence, Vendor Management, IT Strategy, Process Improvement, Business Process..., Visio, Integration, Program Management, SharePoint
Education
Illinois State University
B.A., French Language and Literature
Illinois State University
Bachelor of Arts (B.A.), Spanish Language and Literature
HAVI Global Solutions July 2010 - Present
Wells Fargo Advisors January 2010 - July 2010
AC Nielsen August 2007 - December 2009
Greenbrier & Russel, Inc. 2004 - 2007
Wachovia Securities 2003 - 2007
PM Solutions / PM College 2000 - 2002
American Bar Association 1993 - 2000
Aon 1991 - 1993
Arthur Andersen 1984 - 1991
Skills
Project Management, PMO, SDLC, Requirements Analysis, Business Requirements, Software Project..., Software Documentation, Business Analysis, Outsourcing, Data Warehousing, Requirements Gathering, Leadership, PMP, Project Portfolio..., Management, Business Intelligence, Vendor Management, IT Strategy, Process Improvement, Business Process..., Visio, Integration, Program Management, SharePoint
Education
Illinois State University
B.A., French Language and Literature
Illinois State University
Bachelor of Arts (B.A.), Spanish Language and Literature
Carrie Thrift's Wachovia Securities Experience June 2005 - Present
Job Real Estate Investment Banking Analyst at Wachovia Securities
Industry Real Estate
Experience
Wachovia Securities June 2005 - Present
Education
Indiana University - Kelley School of Business 2001 — 2005
Bachelor, Finance and Real Estate
Wachovia Securities June 2005 - Present
Education
Indiana University - Kelley School of Business 2001 — 2005
Bachelor, Finance and Real Estate
John Church, CMB's Wachovia Securities Experience May 1996 - August 2005
Job CEO at Waterstone Asset Management
Industry Real Estate
Experience
Waterstone Asset Management January 2009 - Present
Waterstone Capital Advisors June 2005 - April 2014
Wachovia Securities May 1996 - August 2005
GE Capital Asset Management (GECAM) January 1991 - April 1996
Citicorp Mortgage July 1987 - December 1990
Skills
Disposition, Loans, Brokerage, Commercial Real Estate, Due Diligence, Real Estate, Asset Managment, Real Estate Economics, Asset Management, Real Estate Development, Valuation, Real Estate Financing, Underwriting, Loan Origination, Loan Servicing, Commercial Mortgages, Investment Properties, Mergers & Acquisitions, Mortgage Lending, Contract Negotiation, Capital Markets, Portfolio Management, Real Estate Transactions, Credit, Financial Analysis, Leases, Financial Modeling, Financial Structuring, Investments, Credit Analysis
Education
Webster University 1988 — 1991
MA, Real Estate Management
Indiana University Bloomington 1970 — 1974
Bachelor of Science (BS), Marketing/Marketing Management, General
Waterstone Asset Management January 2009 - Present
Waterstone Capital Advisors June 2005 - April 2014
Wachovia Securities May 1996 - August 2005
GE Capital Asset Management (GECAM) January 1991 - April 1996
Citicorp Mortgage July 1987 - December 1990
Skills
Disposition, Loans, Brokerage, Commercial Real Estate, Due Diligence, Real Estate, Asset Managment, Real Estate Economics, Asset Management, Real Estate Development, Valuation, Real Estate Financing, Underwriting, Loan Origination, Loan Servicing, Commercial Mortgages, Investment Properties, Mergers & Acquisitions, Mortgage Lending, Contract Negotiation, Capital Markets, Portfolio Management, Real Estate Transactions, Credit, Financial Analysis, Leases, Financial Modeling, Financial Structuring, Investments, Credit Analysis
Education
Webster University 1988 — 1991
MA, Real Estate Management
Indiana University Bloomington 1970 — 1974
Bachelor of Science (BS), Marketing/Marketing Management, General
Rod Tolentino's Wachovia Securities Experience 2006 - March 2009
Job Managing Director
Industry Mechanical or Industrial Engineering
Experience
WM International Engineering January 2015 - Present
Southern Cook Radiation Oncology January 2011 - Present
Transamerica Financial Advisors, Inc. June 2009 - Present
Online Solutions, Inc. April 2003 - Present
HighTower March 2013 - June 2015
Saggezza, Inc. May 2011 - July 2013
Wachovia (client) January 2006 - May 2009
Perficient, Inc. 2000 - May 2009
Wachovia Securities 2006 - March 2009
Genisys Consulting 2000 - 2004
Skills
SQL Server, Business Analysis, SQL, MS Exchange, Google Apps, Microsoft SQL Server, Microsoft Exchange, .NET, ASP.NET, Active Directory, Agile Methodologies, Business Intelligence, Business Process..., Business Process, C#, Cloud Computing, Consulting, Data Modeling, DB2, Data Warehousing, Database Design, Databases, Disaster Recovery, ETL, Enterprise Architecture, IIS, IT Management, IT Strategy, ITIL, Integration, Linux, MS Project, MySQL, Networking, Oracle, PL/SQL, Process Improvement, Program Management, Project Management, Requirements Analysis, Requirements Gathering, Router Configuration, SDLC, SOA, SaaS, Security, SharePoint, Software Development, Software Documentation, Software Project...
Education
Illinois Institute of Technology 2001 — 2002
Master Certificate, eBusiness
Illinois Institute of Technology
Bachelor of Industrial Manufacturing and Management
San Beda College
University of Santo Tomas
Bachelor of Engineering (B.E.)
WM International Engineering January 2015 - Present
Southern Cook Radiation Oncology January 2011 - Present
Transamerica Financial Advisors, Inc. June 2009 - Present
Online Solutions, Inc. April 2003 - Present
HighTower March 2013 - June 2015
Saggezza, Inc. May 2011 - July 2013
Wachovia (client) January 2006 - May 2009
Perficient, Inc. 2000 - May 2009
Wachovia Securities 2006 - March 2009
Genisys Consulting 2000 - 2004
Skills
SQL Server, Business Analysis, SQL, MS Exchange, Google Apps, Microsoft SQL Server, Microsoft Exchange, .NET, ASP.NET, Active Directory, Agile Methodologies, Business Intelligence, Business Process..., Business Process, C#, Cloud Computing, Consulting, Data Modeling, DB2, Data Warehousing, Database Design, Databases, Disaster Recovery, ETL, Enterprise Architecture, IIS, IT Management, IT Strategy, ITIL, Integration, Linux, MS Project, MySQL, Networking, Oracle, PL/SQL, Process Improvement, Program Management, Project Management, Requirements Analysis, Requirements Gathering, Router Configuration, SDLC, SOA, SaaS, Security, SharePoint, Software Development, Software Documentation, Software Project...
Education
Illinois Institute of Technology 2001 — 2002
Master Certificate, eBusiness
Illinois Institute of Technology
Bachelor of Industrial Manufacturing and Management
San Beda College
University of Santo Tomas
Bachelor of Engineering (B.E.)
Harold Mazyck's Wachovia Securities Experience February 2007 - March 2009
Job QA Engineer at Diligent Corporation
Industry Information Technology and Services
Experience
Diligent Corporation September 2014 - Present
SCOR April 2012 - December 2013
Wells Fargo May 2011 - December 2011
Duke Energy Corporation November 2010 - April 2011
BB&T August 2009 - November 2010
Wachovia Securities February 2007 - March 2009
Wachovia Securities, LLC July 2005 - February 2007
Aon October 2004 - May 2005
ACS July 2001 - June 2004
Skills
Quality Center, User Acceptance Testing, SDLC, Test Planning, SQL, Agile Methodologies, Unix, Test Cases, Testing, System Testing, Quality Assurance, Software Documentation, Manual Testing, Requirements Analysis, Oracle, Project Management, Regression Testing, Software Quality...
Education
High Point University 1994 — 1996
BS, CIS
Diligent Corporation September 2014 - Present
SCOR April 2012 - December 2013
Wells Fargo May 2011 - December 2011
Duke Energy Corporation November 2010 - April 2011
BB&T August 2009 - November 2010
Wachovia Securities February 2007 - March 2009
Wachovia Securities, LLC July 2005 - February 2007
Aon October 2004 - May 2005
ACS July 2001 - June 2004
Skills
Quality Center, User Acceptance Testing, SDLC, Test Planning, SQL, Agile Methodologies, Unix, Test Cases, Testing, System Testing, Quality Assurance, Software Documentation, Manual Testing, Requirements Analysis, Oracle, Project Management, Regression Testing, Software Quality...
Education
High Point University 1994 — 1996
BS, CIS
Garnett Hall's Wachovia Securities Experience February 2001 - February 2002
Job Commonwealth Promotions, Principal
Industry Consumer Goods
Experience
Commonwealth Promotions January 2011 - Present
Kendrick & Company December 2007 - December 2012
Grubb & EllisHarrison & Bates February 2002 - December 2007
Wachovia Securities February 2001 - February 2002
SunTrust Mortgage June 1999 - February 2001
Skills
Financial Analysis, Land Acquisition, Real Estate, Investment Properties, Home, Residential Homes, First Time Home Buyers, Real Estate Development, Investments, Foreclosures, Short Sales, Single Family Homes, Sellers, Contract Negotiation
Education
James Madison University 1993 — 1998
BBA, Finance
Woodberry Forest 1990 — 1993
Commonwealth Promotions January 2011 - Present
Kendrick & Company December 2007 - December 2012
Grubb & EllisHarrison & Bates February 2002 - December 2007
Wachovia Securities February 2001 - February 2002
SunTrust Mortgage June 1999 - February 2001
Skills
Financial Analysis, Land Acquisition, Real Estate, Investment Properties, Home, Residential Homes, First Time Home Buyers, Real Estate Development, Investments, Foreclosures, Short Sales, Single Family Homes, Sellers, Contract Negotiation
Education
James Madison University 1993 — 1998
BBA, Finance
Woodberry Forest 1990 — 1993
Thomas O'Dowd's Wachovia Securities Experience April 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
Wachovia Securities April 2008 - Present
Education
Illinois Wesleyan University
Wachovia Securities April 2008 - Present
Education
Illinois Wesleyan University
Nathan Jodat's Wachovia Securities Experience February 2004 - November 2007
Job President at ITA Compliance, LLC
Industry Financial Services
Experience
ITA Compliance, LLC April 2012 - Present
Regulatory Compliance, LLC January 2009 - April 2012
Wachovia Securities February 2004 - November 2007
Prudential Securities May 2001 - February 2004
Prudential Securities June 1999 - May 2001
Skills
FINRA, AML, Risk Management, SEC, Auditing, Policy, Series 7, Securities, Mutual Funds
Education
University of Massachusetts at Amherst - Isenberg School of Management
Bachelor of Business Administration (B.B.A.), Business Administration and Management
ITA Compliance, LLC April 2012 - Present
Regulatory Compliance, LLC January 2009 - April 2012
Wachovia Securities February 2004 - November 2007
Prudential Securities May 2001 - February 2004
Prudential Securities June 1999 - May 2001
Skills
FINRA, AML, Risk Management, SEC, Auditing, Policy, Series 7, Securities, Mutual Funds
Education
University of Massachusetts at Amherst - Isenberg School of Management
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Jordasche Oliver's Wachovia Securities Experience March 2005 - March 2009
Job Student at University of Chicago
Industry Education Management
Experience
University of Chicago Margin AnalystBank of America Merrill LynchApril 2014 - September 2014
Bank of America Merrill Lynch September 2012 - March 2014
Robert Half Finance & Accounting (Urban Partnership Bank) August 2012 - September 2012
Wachovia Securities March 2005 - March 2009
Skills
Research, Lotus Notes, Project Management, Leadership, Outlook, Financial Modeling, Data Analysis, Risk Management, Financial Analysis, Microsoft Excel, Process Improvement, Training
Education
The University of Chicago 2014 — 2016
Master's Degree, Secondary Education and Teaching
Howard University 1998 — 2004
Bachelor of Science (B.S.), Biology, General
Antilles School 1994 — 1998
Diploma, 3.1
Sts. Peter & Paul Grammer School 1985 — 1994
8th Grade
University of Chicago Margin AnalystBank of America Merrill LynchApril 2014 - September 2014
Bank of America Merrill Lynch September 2012 - March 2014
Robert Half Finance & Accounting (Urban Partnership Bank) August 2012 - September 2012
Wachovia Securities March 2005 - March 2009
Skills
Research, Lotus Notes, Project Management, Leadership, Outlook, Financial Modeling, Data Analysis, Risk Management, Financial Analysis, Microsoft Excel, Process Improvement, Training
Education
The University of Chicago 2014 — 2016
Master's Degree, Secondary Education and Teaching
Howard University 1998 — 2004
Bachelor of Science (B.S.), Biology, General
Antilles School 1994 — 1998
Diploma, 3.1
Sts. Peter & Paul Grammer School 1985 — 1994
8th Grade
Latissa Sims's Wachovia Securities Experience January 2007 - March 2008
Job Accounting Tech at Markel Corporation
Industry Accounting
Experience
Markel Corporation May 2013 - Present
Alterra Capital October 2009 - May 2013
Genworth Financial May 2008 - February 2009
Wachovia Securities January 2007 - March 2008
Travelers Insurance July 2001 - January 2007
Skills
Insurance, Accounting, Financial Services, Underwriting, Access, Outlook, Analysis, Financial Analysis, Customer Service, Microsoft Excel, Data Analysis, Leadership
Education
James Madison University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting
James Madison University - College of Business 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting
Markel Corporation May 2013 - Present
Alterra Capital October 2009 - May 2013
Genworth Financial May 2008 - February 2009
Wachovia Securities January 2007 - March 2008
Travelers Insurance July 2001 - January 2007
Skills
Insurance, Accounting, Financial Services, Underwriting, Access, Outlook, Analysis, Financial Analysis, Customer Service, Microsoft Excel, Data Analysis, Leadership
Education
James Madison University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting
James Madison University - College of Business 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting
Fultz Josh.'s Wachovia Securities Experience Wachovia SecuritiesProduct Specialist2004 - 2006
Job Analyst at Wachovia Securities
Industry Financial Services
Experience
Wachovia Securities Wachovia SecuritiesProduct Specialist2004 - 2006
Education
James Madison University 1998 — 2003
Bachelor of Arts, Finance
Douglas Southall Freeman High School
Wachovia Securities Wachovia SecuritiesProduct Specialist2004 - 2006
Education
James Madison University 1998 — 2003
Bachelor of Arts, Finance
Douglas Southall Freeman High School
Connie Maples, PMP's Wachovia Securities Experience 2004 - 2008
Job Business Systems Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2013 - Present
Wells Fargo Advisors April 2004 - September 2013
Wachovia Securities 2004 - 2008
Cass Information Systems 2004 - 2006
A.G. Edwards & Sons, Inc. March 2001 - April 2004
Skills
SDLC, Business Analysis, Vendor Management, Requirements Analysis, Requirements Gathering, Business Process..., Process Improvement, Visio, Project Management, Software Documentation, SharePoint
Education
Illinois State University
BS, English/History
Western Illinois University
MS, College Student Personnel
Wells Fargo Advisors September 2013 - Present
Wells Fargo Advisors April 2004 - September 2013
Wachovia Securities 2004 - 2008
Cass Information Systems 2004 - 2006
A.G. Edwards & Sons, Inc. March 2001 - April 2004
Skills
SDLC, Business Analysis, Vendor Management, Requirements Analysis, Requirements Gathering, Business Process..., Process Improvement, Visio, Project Management, Software Documentation, SharePoint
Education
Illinois State University
BS, English/History
Western Illinois University
MS, College Student Personnel
Tommy Yun's Wachovia Securities Experience January 2007 - May 2009
Job Business Analyst at Wachovia Securites
Industry Information Technology and Services
Experience
Wells Fargo Advisors October 2009 - Present
Wachovia Securities January 2007 - May 2009
Wachovia Securities January 2006 - December 2006
Wachovia Securities June 2004 - January 2006
Education
James Madison University
Wells Fargo Advisors October 2009 - Present
Wachovia Securities January 2007 - May 2009
Wachovia Securities January 2006 - December 2006
Wachovia Securities June 2004 - January 2006
Education
James Madison University
Rebeca Glahn's Wachovia Securities Experience June 2005 - Present
Job Finance at Wachovia Securities
Industry Financial Services
Experience
Wachovia Securities June 2005 - Present
IBM Global Services June 2003 - August 2004
Kearney & Company June 2001 - July 2003
Education
James Madison University
Wachovia Securities June 2005 - Present
IBM Global Services June 2003 - August 2004
Kearney & Company June 2001 - July 2003
Education
James Madison University
Anne Garrison's Wachovia Securities Experience May 2008 - January 2009
Job Operations Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2011 - Present
Wells Fargo January 2009 - October 2011
Wachovia Securities May 2008 - January 2009
Metropolitan Life Insurance Company May 2007 - October 2007
Metropolitan Life Insurance Company July 2004 - May 2007
Metropolitan Life Insurance Company November 1999 - July 2004
Metropolitan Life Insurance Company April 1998 - November 1999
Skills
Fixed Annuities, Securities, Business Analysis, Visio, SharePoint, Mutual Funds, Process Improvement, Customer Service, Microsoft Office, Microsoft Excel, Access, Procedures Documentation, User Acceptance Testing, Account Reconciliation, Data Reconciliation, Series 6, Series 63, Six Sigma White Belt, Management, Project Coordination, Insurance, Risk Management, Team Building
Education
Keller Graduate School of Management 2002 — 2005
MAFM, Accounting and Financial Management
James Madison University 1991 — 1995
B.S., Health Sciences/Pre-Physical Therapy
Christiansburg High School 1987 — 1991
Wells Fargo October 2011 - Present
Wells Fargo January 2009 - October 2011
Wachovia Securities May 2008 - January 2009
Metropolitan Life Insurance Company May 2007 - October 2007
Metropolitan Life Insurance Company July 2004 - May 2007
Metropolitan Life Insurance Company November 1999 - July 2004
Metropolitan Life Insurance Company April 1998 - November 1999
Skills
Fixed Annuities, Securities, Business Analysis, Visio, SharePoint, Mutual Funds, Process Improvement, Customer Service, Microsoft Office, Microsoft Excel, Access, Procedures Documentation, User Acceptance Testing, Account Reconciliation, Data Reconciliation, Series 6, Series 63, Six Sigma White Belt, Management, Project Coordination, Insurance, Risk Management, Team Building
Education
Keller Graduate School of Management 2002 — 2005
MAFM, Accounting and Financial Management
James Madison University 1991 — 1995
B.S., Health Sciences/Pre-Physical Therapy
Christiansburg High School 1987 — 1991
David Hotem's Wachovia Securities Experience June 2003 - August 2009
Job Financial Business Analyst, Financial Planning & Analysis
Industry Medical Devices
Experience
McKesson October 2009 - Present
Wachovia Securities June 2003 - August 2009
Cambridge Associates June 2000 - May 2003
Cambridge Associates 2000 - 2003
Skills
Analysis
Education
James Madison University 1996 — 2000
McKesson October 2009 - Present
Wachovia Securities June 2003 - August 2009
Cambridge Associates June 2000 - May 2003
Cambridge Associates 2000 - 2003
Skills
Analysis
Education
James Madison University 1996 — 2000
Tim Hoey's Wachovia Securities Experience June 2004 - October 2009
Job Convertible Securities Trader at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2009 - Present
Wachovia Securities June 2004 - October 2009
Education
Harvard University 2000 — 2004
Wells Fargo October 2009 - Present
Wachovia Securities June 2004 - October 2009
Education
Harvard University 2000 — 2004
Sam Shirey's Wachovia Securities Experience 1996 - 2005
Job Managing Director at BB&T Capital Markets
Industry Capital Markets
Experience
BB&T Capital Markets 1996 - Present
Wachovia Securities 1996 - 2005
KPMG 1991 - 1996
Skills
Investment Banking, Capital Markets, Structured Products, Debt, Private Placements, Corporate Finance
Education
James Madison University - College of Business 1986 — 1990
BBA, Finance and Accounting
BB&T Capital Markets 1996 - Present
Wachovia Securities 1996 - 2005
KPMG 1991 - 1996
Skills
Investment Banking, Capital Markets, Structured Products, Debt, Private Placements, Corporate Finance
Education
James Madison University - College of Business 1986 — 1990
BBA, Finance and Accounting
Jean Yu's Wachovia Securities Experience January 2006 - April 2009
Job Principal Consultant at Growth Advantage Inc
Industry Management Consulting
Experience
Growth Advantage Inc April 2009 - Present
HSBC August 2012 - April 2014
Wells Fargo Advisors April 2009 - June 2012
Wachovia Securities January 2006 - April 2009
GE February 2002 - November 2005
Acxiom April 1991 - October 2000
Skills
SDLC, Business Intelligence, SQL, Business Analysis, Program Management, Requirements Analysis, Leadership, Integration, Data Warehousing, PMO, Distributed Systems, Software Project..., Requirements Gathering, Outsourcing, Data Modeling
Education
Illinois Institute of Technology 1994 — 1996
Master, Computer Science
Growth Advantage Inc April 2009 - Present
HSBC August 2012 - April 2014
Wells Fargo Advisors April 2009 - June 2012
Wachovia Securities January 2006 - April 2009
GE February 2002 - November 2005
Acxiom April 1991 - October 2000
Skills
SDLC, Business Intelligence, SQL, Business Analysis, Program Management, Requirements Analysis, Leadership, Integration, Data Warehousing, PMO, Distributed Systems, Software Project..., Requirements Gathering, Outsourcing, Data Modeling
Education
Illinois Institute of Technology 1994 — 1996
Master, Computer Science
Henry Skip Martinson's Wachovia Securities Experience March 2003 - October 2004
Job Vice President at PNC Real Estate
Industry Capital Markets
Experience
PNC Real Estate - Multifamily March 2007 - Present
Arbor Commercial Mortgage November 2004 - March 2007
Wachovia Securities March 2003 - October 2004
Wells Fargo Bank March 2000 - March 2003
Skills
Underwriting, Financial Modeling, Loan Origination, Real Estate Transactions, Financial Analysis, Real Estate Financing
Education
The College of William and Mary - The Mason School of Business 1994 — 1996
MBA, Finance
Hobart and William Smith Colleges 1985 — 1989
Bachelor of Arts (B.A.), Economics
PNC Real Estate - Multifamily March 2007 - Present
Arbor Commercial Mortgage November 2004 - March 2007
Wachovia Securities March 2003 - October 2004
Wells Fargo Bank March 2000 - March 2003
Skills
Underwriting, Financial Modeling, Loan Origination, Real Estate Transactions, Financial Analysis, Real Estate Financing
Education
The College of William and Mary - The Mason School of Business 1994 — 1996
MBA, Finance
Hobart and William Smith Colleges 1985 — 1989
Bachelor of Arts (B.A.), Economics
Dan Castaline's Wachovia Securities Experience June 2004 - February 2007
Job Structured Credit at Apollo Global Management LLC
Industry Investment Management
Experience
Apollo Global Management LLC April 2012 - Present
Stone Tower Capital February 2007 - April 2012
Wachovia Securities June 2004 - February 2007
Education
Harvard University 2000 — 2004
Bachelor of Arts (BA), Economics
Apollo Global Management LLC April 2012 - Present
Stone Tower Capital February 2007 - April 2012
Wachovia Securities June 2004 - February 2007
Education
Harvard University 2000 — 2004
Bachelor of Arts (BA), Economics
Pat Janda's Wachovia Securities Experience Senior Staff AccountantUS Securities and Exchange Commission1988 - 1996
Job VP, Compliance Senior Consultant at Wachovia Securities
Industry Financial Services
Experience
Wachovia Securities Senior Staff AccountantUS Securities and Exchange Commission1988 - 1996
Arthur Andersen & Co 1985 - 1988
Education
Illinois Institute of Technology 1995 — 2000
MS, Financial Markets and Trading
Northwestern University 1979 — 1985
BS, Organizational Behavior/Personnel, Accounting
Wachovia Securities Senior Staff AccountantUS Securities and Exchange Commission1988 - 1996
Arthur Andersen & Co 1985 - 1988
Education
Illinois Institute of Technology 1995 — 2000
MS, Financial Markets and Trading
Northwestern University 1979 — 1985
BS, Organizational Behavior/Personnel, Accounting
Aretina Young, PMP's Wachovia Securities Experience June 2005 - May 2008
Job Senior Business Consultant
Industry Information Technology and Services
Experience
SingleStone (formerly Dominion Digital) May 2008 - Present
Capital One 2009 - 2009
Wachovia Securities June 2005 - May 2008
Skills
Process Engineering, Business Process..., Business Analysis, Project Management, Integration, Change Management, Agile Methodologies, IT Strategy, Risk Management, Requirements Analysis, Agile Project Management, Leadership, Strategy, Visio
Education
Hampton University 2003 — 2005
Master of Business Administration (MBA)
North Carolina Agricultural and Technical State University 1998 — 2002
Bachelor of Business Administration (BBA)
SingleStone (formerly Dominion Digital) May 2008 - Present
Capital One 2009 - 2009
Wachovia Securities June 2005 - May 2008
Skills
Process Engineering, Business Process..., Business Analysis, Project Management, Integration, Change Management, Agile Methodologies, IT Strategy, Risk Management, Requirements Analysis, Agile Project Management, Leadership, Strategy, Visio
Education
Hampton University 2003 — 2005
Master of Business Administration (MBA)
North Carolina Agricultural and Technical State University 1998 — 2002
Bachelor of Business Administration (BBA)
Jazminia Griffith's Wachovia Securities Experience January 2007 - December 2007
Job Design Consultant at Booz Allen Hamilton
Industry Design
Experience
Booz Allen Hamilton April 2008 - Present
National Council of Teachers of Mathematics January 2008 - April 2008
Wachovia Securities January 2007 - December 2007
James Madison University June 2007 - August 2007
Essence Magazine June 2005 - August 2005
Education
James Madison University 2001 — 2006
BFA, Art
Booz Allen Hamilton April 2008 - Present
National Council of Teachers of Mathematics January 2008 - April 2008
Wachovia Securities January 2007 - December 2007
James Madison University June 2007 - August 2007
Essence Magazine June 2005 - August 2005
Education
James Madison University 2001 — 2006
BFA, Art
Craig Rappaport's Wachovia Securities Experience 1996 - 2003
Job Chief Operating Officer at the AIX Group
Industry Insurance
Experience
AIX Group 2003 - Present
Wachovia Securities 1996 - 2003
Education
Harvard Business School 2000 — 2002
MBA
University of Pennsylvania 1992 — 1996
BA, Economics, Communications
AIX Group 2003 - Present
Wachovia Securities 1996 - 2003
Education
Harvard Business School 2000 — 2002
MBA
University of Pennsylvania 1992 — 1996
BA, Economics, Communications
Glenn Holloway's Wachovia Securities Experience 2006 - 2008
Job Group Finance Officer at Regions Capital Markets/Regions Securities
Industry Financial Services
Experience
Regions Capital Markets/Regions Securities October 2014 - Present
Wells Fargo Advisors January 2010 - September 2014
Wells Fargo Advisors, LLC June 2008 - December 2009
Wachovia Securities 2006 - 2008
Wachovia Securities, LLC 2004 - 2006
Wachovia Securities, LLC 2002 - 2004
Education
James Madison University 1997 — 2002
BBA International Business (Finance), International Business/Finance/French
Regions Capital Markets/Regions Securities October 2014 - Present
Wells Fargo Advisors January 2010 - September 2014
Wells Fargo Advisors, LLC June 2008 - December 2009
Wachovia Securities 2006 - 2008
Wachovia Securities, LLC 2004 - 2006
Wachovia Securities, LLC 2002 - 2004
Education
James Madison University 1997 — 2002
BBA International Business (Finance), International Business/Finance/French
Serina Dansker's Wachovia Securities Experience January 1997 - July 2006
Job Financial Consultant at Capitol Securities
Industry Financial Services
Experience
Capitol Securities July 2009 - Present
Wachovia Securities January 1997 - July 2006
Skills
Series 7, Retirement Planning, Financial Planning, Insurance, Wealth Management, Asset Allocation, Retirement, Investments, Comprehensive Wealth..., Portfolio Management, 401k, Wealth, Estate Planning, Investment Advisory, Strategic Financial..., IRAs
Education
Iona College 1997 — 2000
MBA, Finance
Iona College 1986 — 1990
BS, Finance
Capitol Securities July 2009 - Present
Wachovia Securities January 1997 - July 2006
Skills
Series 7, Retirement Planning, Financial Planning, Insurance, Wealth Management, Asset Allocation, Retirement, Investments, Comprehensive Wealth..., Portfolio Management, 401k, Wealth, Estate Planning, Investment Advisory, Strategic Financial..., IRAs
Education
Iona College 1997 — 2000
MBA, Finance
Iona College 1986 — 1990
BS, Finance
Patricia Davin Pochtar's Wachovia Securities Experience November 1996 - December 2004
Job Wachovia Securities
Industry Financial Services
Experience
Wachovia Securities November 1996 - December 2004
Education
Hartwick College 1986 — 1990
Wachovia Securities November 1996 - December 2004
Education
Hartwick College 1986 — 1990
Linda Adams's Wachovia Securities Experience 2002 - 2005
Job Treasury Management Relationship Manager at Xenith Bank
Industry Banking
Experience
Xenith Bank December 2012 - Present
Capital One August 2009 - November 2012
Capital One April 2007 - August 2009
Markel Corporation 2005 - 2007
Wachovia Securities 2002 - 2005
SunTrust Bank 1999 - 2001
MCI Corporation 1998 - 1999
Signet Bank 1986 - 1998
Skills
Banking, Treasury Management, Payments, Cash Management, Credit, Product Management, Product Development, Management, Security Clearance, Process Improvement, Innovation, ACH, Accounts Payable, Commercial Banking, Financial Risk, Risk Management, Relationship Management, Financial Services, Portfolio Management, Credit Cards, Electronic Payments, Small Business Lending, Treasury Services
Education
James Madison University 1981 — 1984
BS, Public Administration
Xenith Bank December 2012 - Present
Capital One August 2009 - November 2012
Capital One April 2007 - August 2009
Markel Corporation 2005 - 2007
Wachovia Securities 2002 - 2005
SunTrust Bank 1999 - 2001
MCI Corporation 1998 - 1999
Signet Bank 1986 - 1998
Skills
Banking, Treasury Management, Payments, Cash Management, Credit, Product Management, Product Development, Management, Security Clearance, Process Improvement, Innovation, ACH, Accounts Payable, Commercial Banking, Financial Risk, Risk Management, Relationship Management, Financial Services, Portfolio Management, Credit Cards, Electronic Payments, Small Business Lending, Treasury Services
Education
James Madison University 1981 — 1984
BS, Public Administration
Keith Goodman's Wachovia Securities Experience January 1989 - January 2002
Job Associate at Motor Club of America Career Network Commercial Driver Division
Industry Insurance
Experience
Private Funding Broker September 2012 - Present
Motor Club of America Career Network July 2007 - Present
MCA June 2012 - January 2013
KGM Holdings, LLC - Partnering with Insurance and Recruiting Professionals October 2010 - April 2012
TLC and Futurity First Insurance Group August 2008 - September 2009
The Money Escalator, LLC June 2006 - June 2006
Wachovia Securities Financial Network and Stifel Nicholas March 1989 - May 2006
Wachovia Securities January 1989 - January 2002
Skills
Business, Fixed Annuities, Retirement, Long-term Care, Insurance, Term Life Insurance, Life Insurance, Retirement Planning, Underwriting, Disability Insurance, Marketing, Finance, Financial Planners, Financial Risk, Wealth Management, Customer Retention, Wealth, Strategic Financial..., Entrepreneurship, Alternative Investments, Small Business, Recruiting, Loans, Brokers, Management, Series 63, Employee Benefits, Financial Advisory, Business Planning, Negotiation, Securities, General Insurance, Sales, Personal Finance, Portfolio Management, Health Insurance, Variable Annuities, Pensions
Education
Indiana University Bloomington 1973 — 1977
Private Funding Broker September 2012 - Present
Motor Club of America Career Network July 2007 - Present
MCA June 2012 - January 2013
KGM Holdings, LLC - Partnering with Insurance and Recruiting Professionals October 2010 - April 2012
TLC and Futurity First Insurance Group August 2008 - September 2009
The Money Escalator, LLC June 2006 - June 2006
Wachovia Securities Financial Network and Stifel Nicholas March 1989 - May 2006
Wachovia Securities January 1989 - January 2002
Skills
Business, Fixed Annuities, Retirement, Long-term Care, Insurance, Term Life Insurance, Life Insurance, Retirement Planning, Underwriting, Disability Insurance, Marketing, Finance, Financial Planners, Financial Risk, Wealth Management, Customer Retention, Wealth, Strategic Financial..., Entrepreneurship, Alternative Investments, Small Business, Recruiting, Loans, Brokers, Management, Series 63, Employee Benefits, Financial Advisory, Business Planning, Negotiation, Securities, General Insurance, Sales, Personal Finance, Portfolio Management, Health Insurance, Variable Annuities, Pensions
Education
Indiana University Bloomington 1973 — 1977
Dennis Briscoe's Wachovia Securities Experience Financial AdvisorSmith BarneyMay 2005 - January 2008
Job Financial Advisor at Wachovia Securities
Industry Financial Services
Experience
Wachovia Securities Financial AdvisorSmith BarneyMay 2005 - January 2008
Janney Montgomery Scott September 2002 - May 2005
Education
Iona College 1998 — 2002
BS, Mass Communication
Wachovia Securities Financial AdvisorSmith BarneyMay 2005 - January 2008
Janney Montgomery Scott September 2002 - May 2005
Education
Iona College 1998 — 2002
BS, Mass Communication
Patrick O'Toole's Wachovia Securities Experience August 1996 - January 1998
Job President at Pella Windows and Doors
Industry Building Materials
Experience
Pella Windows and Doors 2003 - Present
Wachovia Securities August 1996 - January 1998
Education
University of Virginia Darden School of Business 1994 — 1996
MBA, FINANCE
James Madison University 1987 — 1991
BBA, Computer Information Systems
Pella Windows and Doors 2003 - Present
Wachovia Securities August 1996 - January 1998
Education
University of Virginia Darden School of Business 1994 — 1996
MBA, FINANCE
James Madison University 1987 — 1991
BBA, Computer Information Systems
Jeffrey Bauer's Wachovia Securities Experience 2004 - 2008
Job Senior Vice President at Synovus Equipment Finance
Industry Capital Markets
Experience
Synovus Equipment Finance March 2014 - Present
Huntington Equipment Finance May 2011 - Present
Koenig & Cie October 2008 - May 2011
Leadenhall Partners LLC June 2008 - May 2011
Wachovia Securities 2004 - 2008
Fleet Capital Leasing 2001 - 2004
Key Global Finance 1996 - 2001
Fleet Bank June 1987 - June 1996
National Bank of Detroit June 1984 - June 1987
Skills
Capital Markets, Structured Finance, New Business Development, Capital Raising, Finance, Banking, Investment Banking, Credit, Management, Financial Structuring, Portfolio Management, Loans, Funding, Commercial Banking, Equities, Credit Analysis, Asset Based Lending, Treasury Management, Mergers & Acquisitions, Investments, Corporate Finance, Commercial Lending, Valuation, Credit Risk, Private Equity, Loan Origination, Asset Management
Education
Indiana University - Kelley School of Business 1982 — 1984
mba, finance
Vanderbilt University 1978 — 1982
ba, economics
Mishawaka Marian 1976 — 1978
High School
St. Andrews Boca Raton 1971 — 1974
Synovus Equipment Finance March 2014 - Present
Huntington Equipment Finance May 2011 - Present
Koenig & Cie October 2008 - May 2011
Leadenhall Partners LLC June 2008 - May 2011
Wachovia Securities 2004 - 2008
Fleet Capital Leasing 2001 - 2004
Key Global Finance 1996 - 2001
Fleet Bank June 1987 - June 1996
National Bank of Detroit June 1984 - June 1987
Skills
Capital Markets, Structured Finance, New Business Development, Capital Raising, Finance, Banking, Investment Banking, Credit, Management, Financial Structuring, Portfolio Management, Loans, Funding, Commercial Banking, Equities, Credit Analysis, Asset Based Lending, Treasury Management, Mergers & Acquisitions, Investments, Corporate Finance, Commercial Lending, Valuation, Credit Risk, Private Equity, Loan Origination, Asset Management
Education
Indiana University - Kelley School of Business 1982 — 1984
mba, finance
Vanderbilt University 1978 — 1982
ba, economics
Mishawaka Marian 1976 — 1978
High School
St. Andrews Boca Raton 1971 — 1974
Andy Carson's Wachovia Securities Experience November 2005 - April 2007
Job Treasury Sales Officer
Industry Financial Services
Experience
Bank of America September 2014 - Present
Bank of America January 2010 - Present
ettain group June 2008 - April 2009
Fern Templeton July 2007 - April 2009
Fern Templeton June 2007 - April 2009
Wachovia Securities November 2005 - April 2007
MetLife February 2003 - November 2005
Merrill Lynch January 2001 - January 2004
Skills
Strategy, Financial Analysis, Leadership, Mortgage Lending, Mergers & Acquisitions, Due Diligence, Portfolio Management, Management, Analysis, Investments, Sales, Mutual Funds, Finance, Insurance, Private Equity, Trading, Real Estate, Banking, Options, Underwriting, Loans, Credit, Securities, Financial Services, Risk Management
Education
Queens University of Charlotte 2007 — 2009
CFP, Finance
James Madison University 1996 — 2000
B.B.A, Finance
Hardgrave Military Academy 1995 — 1996
Greenbrier East 1991 — 1995
Bank of America September 2014 - Present
Bank of America January 2010 - Present
ettain group June 2008 - April 2009
Fern Templeton July 2007 - April 2009
Fern Templeton June 2007 - April 2009
Wachovia Securities November 2005 - April 2007
MetLife February 2003 - November 2005
Merrill Lynch January 2001 - January 2004
Skills
Strategy, Financial Analysis, Leadership, Mortgage Lending, Mergers & Acquisitions, Due Diligence, Portfolio Management, Management, Analysis, Investments, Sales, Mutual Funds, Finance, Insurance, Private Equity, Trading, Real Estate, Banking, Options, Underwriting, Loans, Credit, Securities, Financial Services, Risk Management
Education
Queens University of Charlotte 2007 — 2009
CFP, Finance
James Madison University 1996 — 2000
B.B.A, Finance
Hardgrave Military Academy 1995 — 1996
Greenbrier East 1991 — 1995
L. Kenton Dunn's Wachovia Securities Experience September 2006 - Present
Job Annuities Internal Wholesaler at Wachovia Securities
Industry Financial Services
Experience
Wachovia Securities September 2006 - Present
Aichi Prefectural Board of Education (Japan) August 2004 - August 2006
Wachovia Securities May 2003 - August 2003
Education
Hampton University 2002 — 2004
Masters, Business Administration
Hampton University 1996 — 2000
BS, Marketing
Wachovia Securities September 2006 - Present
Aichi Prefectural Board of Education (Japan) August 2004 - August 2006
Wachovia Securities May 2003 - August 2003
Education
Hampton University 2002 — 2004
Masters, Business Administration
Hampton University 1996 — 2000
BS, Marketing
kalyan kompally's Wachovia Securities Experience January 2008 - November 2008
Job at
Industry Computer Software
Experience
NYS Dept Of Health October 2014 - Present
NYS Dept. of Taxation and Finance July 2012 - October 2014
State of NY - DOH July 2009 - June 2012
NYS - DCJS December 2008 - June 2009
Wachovia Securities January 2008 - November 2008
The Travelers Companies 2007 - 2008
Deloitte Consulting 2006 - 2007
Skills
SDLC, Visio, Business Analysis, Requirements Analysis, Business Process..., Software Project..., PMO, Agile Methodologies, Requirements Gathering, PMP
Education
Jawaharlal Nehru Technological University 1999 — 2003
B.Tech (Computer Science and Information Technology)
NYS Dept Of Health October 2014 - Present
NYS Dept. of Taxation and Finance July 2012 - October 2014
State of NY - DOH July 2009 - June 2012
NYS - DCJS December 2008 - June 2009
Wachovia Securities January 2008 - November 2008
The Travelers Companies 2007 - 2008
Deloitte Consulting 2006 - 2007
Skills
SDLC, Visio, Business Analysis, Requirements Analysis, Business Process..., Software Project..., PMO, Agile Methodologies, Requirements Gathering, PMP
Education
Jawaharlal Nehru Technological University 1999 — 2003
B.Tech (Computer Science and Information Technology)
Jason Friedman's Wachovia Securities Experience 2000 - 2006
Job Client Manager Envision Financial Systems
Industry Information Technology and Services
Experience
Envision Financial Systems, Inc. June 2013 - Present
Morgan Stanley February 2006 - February 2013
Wachovia Securities 2000 - 2006
Skills
Series 7, Derivatives, Equities, Securities, Bloomberg, Trading, Capital Markets, Settlement, Middle Office, Financial Markets, Back Office, Commodity, Fixed Income, Asset Management, Options, Financial Services, Investments
Education
Towson University 1996 — 1998
Finance and Economics
Ithaca College 1993 — 1994
General Studies
Envision Financial Systems, Inc. June 2013 - Present
Morgan Stanley February 2006 - February 2013
Wachovia Securities 2000 - 2006
Skills
Series 7, Derivatives, Equities, Securities, Bloomberg, Trading, Capital Markets, Settlement, Middle Office, Financial Markets, Back Office, Commodity, Fixed Income, Asset Management, Options, Financial Services, Investments
Education
Towson University 1996 — 1998
Finance and Economics
Ithaca College 1993 — 1994
General Studies
Ryan Sepassi's Wachovia Securities Experience August 2008 - September 2008
Job Software Engineer at Google
Industry Computer Software
Experience
Google September 2014 - Present
Zipfian Academy May 2014 - August 2014
App Academy March 2013 - May 2014
Obama for America September 2012 - November 2012
Fidelity Investments June 2010 - May 2011
Harvard Financial Analysts Club January 2009 - November 2009
Fidelity Investments June 2009 - August 2009
Harvard Business School September 2008 - June 2009
Wachovia Securities August 2008 - September 2008
Education
Harvard University 2007 — 2010
A.B, History (focus on financial and economic history)
The Buckley School 1993 — 2007
High School Diploma
Google September 2014 - Present
Zipfian Academy May 2014 - August 2014
App Academy March 2013 - May 2014
Obama for America September 2012 - November 2012
Fidelity Investments June 2010 - May 2011
Harvard Financial Analysts Club January 2009 - November 2009
Fidelity Investments June 2009 - August 2009
Harvard Business School September 2008 - June 2009
Wachovia Securities August 2008 - September 2008
Education
Harvard University 2007 — 2010
A.B, History (focus on financial and economic history)
The Buckley School 1993 — 2007
High School Diploma
Nicholas Grube's Wachovia Securities Experience March 2004 - August 2007
Job Executive Director, Market Risk at UBS Global Asset Management
Industry Banking
Experience
UBS Global Asset Management June 2010 - Present
Lehman Brothers September 2007 - May 2010
Wachovia Securities March 2004 - August 2007
FedEx Services June 2000 - February 2004
BOG securities May 1999 - May 2000
Skills
Derivatives, Equities, Valuation, Options, Market Risk, Capital Markets, Bloomberg, Financial Modeling, Portfolio Management, Credit Risk, Asset Managment, Fixed Income, Financial Risk, Asset Allocation, Quantitative Analytics, Corporate Finance, Financial Analysis, Credit, Hedge Funds
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 1999
MBA, Financial Engineering
Iowa State University - College of Business 1993 — 1997
BS, Finance
UBS Global Asset Management June 2010 - Present
Lehman Brothers September 2007 - May 2010
Wachovia Securities March 2004 - August 2007
FedEx Services June 2000 - February 2004
BOG securities May 1999 - May 2000
Skills
Derivatives, Equities, Valuation, Options, Market Risk, Capital Markets, Bloomberg, Financial Modeling, Portfolio Management, Credit Risk, Asset Managment, Fixed Income, Financial Risk, Asset Allocation, Quantitative Analytics, Corporate Finance, Financial Analysis, Credit, Hedge Funds
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 1999
MBA, Financial Engineering
Iowa State University - College of Business 1993 — 1997
BS, Finance
Richard Staubitz's Wachovia Securities Experience May 2006 - Present
Job Lead Architect/Developer
Industry Investment Banking
Experience
Wachovia Securities May 2006 - Present
Wachovia 2006 - Present
Trilogy Advisors May 2005 - May 2006
CIBC World Markets August 2004 - May 2005
Barclays Capital July 2003 - August 2004
Credit Suisse First Boston May 2000 - May 2003
Reuters October 1996 - January 2000
Cybex International June 1989 - June 1996
CYBEX 1989 - 1995
Fonar Corporation February 1984 - June 1989
Skills
.NET, Back Office, Banking, C#, C, Derivatives, Equity Derivatives, Integration, Leadership, Market Data, Options, Order Management, Testing, Trading Systems
Education
New York University - Polytechnic School of Engineering 1985 — 1986
--, Computer Science
Hofstra University 1979 — 1983
BS, Computer Science
Hicksville High School 1977 — 1979
Diploma
Wachovia Securities May 2006 - Present
Wachovia 2006 - Present
Trilogy Advisors May 2005 - May 2006
CIBC World Markets August 2004 - May 2005
Barclays Capital July 2003 - August 2004
Credit Suisse First Boston May 2000 - May 2003
Reuters October 1996 - January 2000
Cybex International June 1989 - June 1996
CYBEX 1989 - 1995
Fonar Corporation February 1984 - June 1989
Skills
.NET, Back Office, Banking, C#, C, Derivatives, Equity Derivatives, Integration, Leadership, Market Data, Options, Order Management, Testing, Trading Systems
Education
New York University - Polytechnic School of Engineering 1985 — 1986
--, Computer Science
Hofstra University 1979 — 1983
BS, Computer Science
Hicksville High School 1977 — 1979
Diploma
Darrell Sapp's Wachovia Securities Experience 2004 - 2006
Job Finance Director at Movement Mortgage, LLC
Industry Banking
Experience
Movement Mortgage, LLC January 2015 - Present
Bank of America June 2013 - December 2014
Bank of America May 2010 - June 2013
Bank of America March 2008 - April 2010
Bank of America May 2006 - March 2008
Wachovia Securities 2004 - 2006
Delta Air Lines May 2002 - August 2004
Skills
Credit Cards, Credit, Banking, Financial Modeling, Forecasting, Loans, Competitive Analysis, Commercial Banking, Management, Portfolio Management, Financial Analysis, Risk Management, Corporate Finance, Finance, Investments, Valuation
Education
Indiana University - Kelley School of Business 2000 — 2002
MBA, Finance, 3.9/4.0
Purdue University 1990 — 1993
MS, Applied Mathematics, 3.6/4.0
Purdue University 1987 — 1990
BS, Mathematics and Computer Science, 3.9/4.0
Movement Mortgage, LLC January 2015 - Present
Bank of America June 2013 - December 2014
Bank of America May 2010 - June 2013
Bank of America March 2008 - April 2010
Bank of America May 2006 - March 2008
Wachovia Securities 2004 - 2006
Delta Air Lines May 2002 - August 2004
Skills
Credit Cards, Credit, Banking, Financial Modeling, Forecasting, Loans, Competitive Analysis, Commercial Banking, Management, Portfolio Management, Financial Analysis, Risk Management, Corporate Finance, Finance, Investments, Valuation
Education
Indiana University - Kelley School of Business 2000 — 2002
MBA, Finance, 3.9/4.0
Purdue University 1990 — 1993
MS, Applied Mathematics, 3.6/4.0
Purdue University 1987 — 1990
BS, Mathematics and Computer Science, 3.9/4.0
Hughes, Tom's Wachovia Securities Experience Account ExecutiveBrinks IncorporatedDecember 2003 - December 2006
Job Financial Advisor at Wachovia Securities
Industry Financial Services
Experience
Wachovia Securities Account ExecutiveBrinks IncorporatedDecember 2003 - December 2006
Education
Indiana University Bloomington 1976 — 1982
BS, Management
Wachovia Securities Account ExecutiveBrinks IncorporatedDecember 2003 - December 2006
Education
Indiana University Bloomington 1976 — 1982
BS, Management
Mary Ann Owen's Wachovia Securities Experience 1987 - 2007
Job Instructor at Securities Training Corp.
Industry Financial Services
Experience
Securities Training Corporation November 2006 - Present
Wheat First Butcher Singer August 1987 - February 2008
Wachovia Securities 1987 - 2007
Wheat, First Securities, Inc. (now part of Wells Fargo Advisors, LLC) 1987 - 2004
Wheat, First Securities April 1978 - March 1980
Skills
Mutual Funds, Investment Advisory, Banking, Financial Services, Asset Managment, Fixed Income, Equities, Public Speaking, Fixed Annuities, Series 6, 7, 9, 10,..., Variable Annuities
Education
Virginia Commonwealth University - School of Business 1994 — 1996
MBA, Business
Indiana University of Pennsylvania 1969 — 1973
B.S. Education, Elementary Education and Teaching
Securities Training Corporation November 2006 - Present
Wheat First Butcher Singer August 1987 - February 2008
Wachovia Securities 1987 - 2007
Wheat, First Securities, Inc. (now part of Wells Fargo Advisors, LLC) 1987 - 2004
Wheat, First Securities April 1978 - March 1980
Skills
Mutual Funds, Investment Advisory, Banking, Financial Services, Asset Managment, Fixed Income, Equities, Public Speaking, Fixed Annuities, Series 6, 7, 9, 10,..., Variable Annuities
Education
Virginia Commonwealth University - School of Business 1994 — 1996
MBA, Business
Indiana University of Pennsylvania 1969 — 1973
B.S. Education, Elementary Education and Teaching
Dominic Hood's Wachovia Securities Experience June 2005 - May 2008
Job Vice President at Flexpoint Ford, LLC
Industry Venture Capital & Private Equity
Experience
Flexpoint Ford, LLC July 2014 - Present
Flexpoint Ford, LLC July 2010 - July 2012
Wells Fargo Securities June 2008 - May 2010
Wachovia Securities June 2005 - May 2008
Skills
Private Equity, Due Diligence, Mergers & Acquisitions, Financial Modeling, Investment Banking, Valuation, Investments, Corporate Finance, Capital Markets
Education
The University of Chicago Booth School of Business 2012 — 2014
Master of Business Administration (MBA) with Honors
Harvard University 2001 — 2005
A.B., Psychology
St. Martin's Episcopal School 1998 — 2001
New Orleans, LA
Flexpoint Ford, LLC July 2014 - Present
Flexpoint Ford, LLC July 2010 - July 2012
Wells Fargo Securities June 2008 - May 2010
Wachovia Securities June 2005 - May 2008
Skills
Private Equity, Due Diligence, Mergers & Acquisitions, Financial Modeling, Investment Banking, Valuation, Investments, Corporate Finance, Capital Markets
Education
The University of Chicago Booth School of Business 2012 — 2014
Master of Business Administration (MBA) with Honors
Harvard University 2001 — 2005
A.B., Psychology
St. Martin's Episcopal School 1998 — 2001
New Orleans, LA
Kenecko Robinson's Wachovia Securities Experience August 2007 - June 2009
Job Conference Center Coordinator at MeadWestvaco
Industry Events Services
Experience
MeadWestvaco January 2012 - Present
The Gloucester Institute June 2010 - January 2011
Wachovia Securities August 2007 - June 2009
Wachovia Securities April 2005 - August 2007
EduTech, Ltd January 1999 - August 2003
Skills
Customer Service, Microsoft Office, Microsoft Excel, Visio, Vendor Management, Marketing, Administrative..., Outlook, Spreadsheets, Data Entry, Office Management
Education
Heritage Institute 2002 — 2003
Massage Therapy
Hampton University 1993 — 1997
Business Management
MeadWestvaco January 2012 - Present
The Gloucester Institute June 2010 - January 2011
Wachovia Securities August 2007 - June 2009
Wachovia Securities April 2005 - August 2007
EduTech, Ltd January 1999 - August 2003
Skills
Customer Service, Microsoft Office, Microsoft Excel, Visio, Vendor Management, Marketing, Administrative..., Outlook, Spreadsheets, Data Entry, Office Management
Education
Heritage Institute 2002 — 2003
Massage Therapy
Hampton University 1993 — 1997
Business Management
Rick Abrams's Wachovia Securities Experience May 2005 - August 2008
Job Investor
Industry Real Estate
Experience
Red Fox Residential, LLC June 2012 - Present
Wachovia Securities May 2005 - August 2008
Wachovia Securities March 1998 - May 2005
General Electric Capital Corporation December 1995 - 1998
NCNB / Amresco / First Union June 1989 - December 1995
Education
Indiana University Bloomington 1985 — 1989
BS, Finance
Red Fox Residential, LLC June 2012 - Present
Wachovia Securities May 2005 - August 2008
Wachovia Securities March 1998 - May 2005
General Electric Capital Corporation December 1995 - 1998
NCNB / Amresco / First Union June 1989 - December 1995
Education
Indiana University Bloomington 1985 — 1989
BS, Finance
Kecia Howson's Wachovia Securities Experience July 1999 - December 2004
Job Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey January 2005 - Present
Wachovia Securities July 1999 - December 2004
Skills
Capital Markets, Investment Banking, Securitization, Financial Structuring, Private Placements, Structured Products, Financial Analysis, Fixed Income, Financial Modeling, Bloomberg, Series 7, Bonds, Structured Finance, Valuation, Corporate Finance
Education
Hampton University
Bachelor of Science (B.S.), Accounting
University of Virginia - Darden Graduate School of Business Administration
Master of Business Administration (MBA)
SunTrust Robinson Humphrey January 2005 - Present
Wachovia Securities July 1999 - December 2004
Skills
Capital Markets, Investment Banking, Securitization, Financial Structuring, Private Placements, Structured Products, Financial Analysis, Fixed Income, Financial Modeling, Bloomberg, Series 7, Bonds, Structured Finance, Valuation, Corporate Finance
Education
Hampton University
Bachelor of Science (B.S.), Accounting
University of Virginia - Darden Graduate School of Business Administration
Master of Business Administration (MBA)
Andrew DiAlberto's Wachovia Securities Experience November 2004 - October 2007
Job Business Solutions
Industry Staffing and Recruiting
Experience
Box Real Estate LLC September 2014 - Present
Wolfcreek Consulting February 2013 - Present
Number 1 Enterprises January 2012 - Present
Shark Shooter Firearms April 2008 - Present
City National Bank November 2010 - February 2014
Front Sight August 2009 - December 2010
University of Phoenix November 2009 - November 2010
Bank of America March 2008 - November 2009
WACHOVIA SECURITIES November 2004 - October 2007
Skills
Coaching, Loans, Sales, Customer Service, Team Building, Risk Management, Business Planning, Public Speaking, Leadership, Program Management, Management, Training, Finance, Banking, Firearms, Start-ups, Strategic Planning, Time Management, Commercial Lending, Sales Management, Leadership Development, Accounting, New Business Development, Small Business, Financial Analysis, Real Estate, Budgets, transportation..., Staffing Services, Permanent Staffing, Executive Search, Recruiting, Financial Recruiting, IT Recruitment, Medical Staffing
Education
University of Phoenix 2008 — 2009
MBA, Business Administration
Indiana University Bloomington 2000 — 2004
B.S., Finance
Cooper City High School
Box Real Estate LLC September 2014 - Present
Wolfcreek Consulting February 2013 - Present
Number 1 Enterprises January 2012 - Present
Shark Shooter Firearms April 2008 - Present
City National Bank November 2010 - February 2014
Front Sight August 2009 - December 2010
University of Phoenix November 2009 - November 2010
Bank of America March 2008 - November 2009
WACHOVIA SECURITIES November 2004 - October 2007
Skills
Coaching, Loans, Sales, Customer Service, Team Building, Risk Management, Business Planning, Public Speaking, Leadership, Program Management, Management, Training, Finance, Banking, Firearms, Start-ups, Strategic Planning, Time Management, Commercial Lending, Sales Management, Leadership Development, Accounting, New Business Development, Small Business, Financial Analysis, Real Estate, Budgets, transportation..., Staffing Services, Permanent Staffing, Executive Search, Recruiting, Financial Recruiting, IT Recruitment, Medical Staffing
Education
University of Phoenix 2008 — 2009
MBA, Business Administration
Indiana University Bloomington 2000 — 2004
B.S., Finance
Cooper City High School
Rajive Kumar's Wachovia Securities Experience June 2006 - September 2009
Job Vice President at Waller Capital Partners
Industry Investment Banking
Experience
Waller Capital Partners November 2011 - Present
RBS Global Banking & Markets November 2009 - October 2011
Wachovia Securities June 2006 - September 2009
Education
Indiana University Bloomington 2001 — 2005
BS, Accounting and Finance
Waller Capital Partners November 2011 - Present
RBS Global Banking & Markets November 2009 - October 2011
Wachovia Securities June 2006 - September 2009
Education
Indiana University Bloomington 2001 — 2005
BS, Accounting and Finance
Diane McCuan's Wachovia Securities Experience September 2007 - December 2008
Job Retired
Industry Financial Services
Experience
Wells Fargo Advisors Salary Continuance EmployeeWells Fargo Advisors, LLCJune 2009 - October 2010
Wachovia Securities September 2007 - December 2008
A G Edwards & Sons, Inc. May 1994 - October 2007
A.G. Edwards & Sons, Inc. October 1980 - May 1994
Skills
Portfolio Management, Wealth Management, Retirement Planning, Finance, Financial Analysis, Business Analysis, Asset Management, Equities, Financial Planning, Fixed Income, Securities, Investment Advisory, Alternative Investments, Series 7, Banking, Credit, Risk Management, Financial Services, Retirement, Customer Service, Investment Strategies, Mutual Funds, FINRA, Fixed Annuities, Hedge Funds, Human Resources, Investments, Process Improvement, Financial Modeling, Series 63, Asset Allocation, Strategic Financial..., Microsoft Word, Life Insurance, Microsoft Excel, Financial Advisory
Education
Houston Community College 1969 — 1971
Wells Fargo Advisors Salary Continuance EmployeeWells Fargo Advisors, LLCJune 2009 - October 2010
Wachovia Securities September 2007 - December 2008
A G Edwards & Sons, Inc. May 1994 - October 2007
A.G. Edwards & Sons, Inc. October 1980 - May 1994
Skills
Portfolio Management, Wealth Management, Retirement Planning, Finance, Financial Analysis, Business Analysis, Asset Management, Equities, Financial Planning, Fixed Income, Securities, Investment Advisory, Alternative Investments, Series 7, Banking, Credit, Risk Management, Financial Services, Retirement, Customer Service, Investment Strategies, Mutual Funds, FINRA, Fixed Annuities, Hedge Funds, Human Resources, Investments, Process Improvement, Financial Modeling, Series 63, Asset Allocation, Strategic Financial..., Microsoft Word, Life Insurance, Microsoft Excel, Financial Advisory
Education
Houston Community College 1969 — 1971
Rebecca Kascsak's Wachovia Securities Experience June 2004 - February 2005
Job IRA Specialist at Clearview Correspondent Services LLC
Industry Financial Services
Experience
CLEARVIEW CORRESPONDENT SERVICES August 2011 - Present
CLEARVIEW CORRESPONDENT SERVICES February 2006 - August 2011
INDUSTRIAL TURNAROUND CORPORATION February 2005 - December 2005
Wachovia Securities June 2004 - February 2005
Ferris Baker Watts, Inc September 2000 - June 2004
First Financial Group November 1999 - July 2000
Skills
Banking, Cash Management, Financial Analysis, Credit, ACH, Treasury Management, Investments, Risk Management, Accounting, Microsoft Excel, Financial Reporting, Account Reconciliation
Education
York College
Bachelor of Science, Degree, Business Administration
Harford Community College 1994 — 1996
AS, General Studies
CLEARVIEW CORRESPONDENT SERVICES August 2011 - Present
CLEARVIEW CORRESPONDENT SERVICES February 2006 - August 2011
INDUSTRIAL TURNAROUND CORPORATION February 2005 - December 2005
Wachovia Securities June 2004 - February 2005
Ferris Baker Watts, Inc September 2000 - June 2004
First Financial Group November 1999 - July 2000
Skills
Banking, Cash Management, Financial Analysis, Credit, ACH, Treasury Management, Investments, Risk Management, Accounting, Microsoft Excel, Financial Reporting, Account Reconciliation
Education
York College
Bachelor of Science, Degree, Business Administration
Harford Community College 1994 — 1996
AS, General Studies
Christina Shivok's Wachovia Securities Experience July 2007 - March 2009
Job Business Sytems Analyst, Master at Capital One
Industry Information Technology and Services
Experience
Capital One May 2011 - Present
Capital One October 2009 - May 2011
Wachovia Securities July 2007 - March 2009
Bank of America September 2006 - December 2006
Wachovia Securities September 2005 - September 2006
Wachovia Securities April 2004 - September 2005
Skills
Customer Experience, Scaled Agile Framework..., Scrum, Agile Methodologies, SDLC, Software Documentation, Business Analysis, Business Requirements, Management, Design Thinking, Visio, Quality Assurance, Testing, Digital Accessibility, Version One, Adobe Analytics, HP Quality Center, Tealeaf, MS Office, Leadership, Process Improvement, Vendor Management, Requirements Analysis, Project Management, Audit Logging, Customer Facing..., Responsive Web Design, Backlog Refinement, Requirements Gathering, Analysis, Software Project..., Business Process..., Integration, Business Intelligence, Business Process, Databases, Agile Project Management, Systems Analysis, Cross-functional Team..., IT Strategy, Disaster Recovery, Enterprise Architecture, User Acceptance Testing, Strategy, Software Development, Product Development, Product Management, Microsoft Office
Education
George Washington University School of Business 2014 — 2014
Business Analysis
James Madison University 1997 — 2002
Bachelor of Science, Integrated Science and Technology - Dual Concentration in E-Commerce & Telecommunications
Mosley Flint School of Real Estate
Virginia Real Estate License
Capital One May 2011 - Present
Capital One October 2009 - May 2011
Wachovia Securities July 2007 - March 2009
Bank of America September 2006 - December 2006
Wachovia Securities September 2005 - September 2006
Wachovia Securities April 2004 - September 2005
Skills
Customer Experience, Scaled Agile Framework..., Scrum, Agile Methodologies, SDLC, Software Documentation, Business Analysis, Business Requirements, Management, Design Thinking, Visio, Quality Assurance, Testing, Digital Accessibility, Version One, Adobe Analytics, HP Quality Center, Tealeaf, MS Office, Leadership, Process Improvement, Vendor Management, Requirements Analysis, Project Management, Audit Logging, Customer Facing..., Responsive Web Design, Backlog Refinement, Requirements Gathering, Analysis, Software Project..., Business Process..., Integration, Business Intelligence, Business Process, Databases, Agile Project Management, Systems Analysis, Cross-functional Team..., IT Strategy, Disaster Recovery, Enterprise Architecture, User Acceptance Testing, Strategy, Software Development, Product Development, Product Management, Microsoft Office
Education
George Washington University School of Business 2014 — 2014
Business Analysis
James Madison University 1997 — 2002
Bachelor of Science, Integrated Science and Technology - Dual Concentration in E-Commerce & Telecommunications
Mosley Flint School of Real Estate
Virginia Real Estate License
Bridgett Alford's Wachovia Securities Experience June 2006 - November 2007
Job Technical Systems Operator at Hanover County Public Schools
Industry Education Management
Experience
Hanover County Public Schools October 2008 - Present
Hanover County Public School January 2008 - Present
Wachovia Securities June 2006 - November 2007
HCA Patient Account Services November 2004 - June 2006
SunTrust Bank November 2002 - January 2004
Capital One January 1999 - January 2001
Education
Graduate of Hermitage High School
Howard University
Virginia Commonwealth University
Bachelor of Social Work
Hanover County Public Schools October 2008 - Present
Hanover County Public School January 2008 - Present
Wachovia Securities June 2006 - November 2007
HCA Patient Account Services November 2004 - June 2006
SunTrust Bank November 2002 - January 2004
Capital One January 1999 - January 2001
Education
Graduate of Hermitage High School
Howard University
Virginia Commonwealth University
Bachelor of Social Work
Lauren Robydek's Wachovia Securities Experience October 2006 - March 2009
Job President, Corrigan Guidance Systems, Inc.
Industry Commercial Real Estate
Experience
Corrigan Guidance Systems, Inc. April 2009 - Present
Wachovia Securities October 2006 - March 2009
Skills
Customer Service, Strategic Planning, Marketing, Investments, Microsoft Office, Budgets, Leadership, Real Estate
Education
UNLV 2011 — 2013
MBA
Haverford College 2001 — 2005
B.A., Fine Arts
Corrigan Guidance Systems, Inc. April 2009 - Present
Wachovia Securities October 2006 - March 2009
Skills
Customer Service, Strategic Planning, Marketing, Investments, Microsoft Office, Budgets, Leadership, Real Estate
Education
UNLV 2011 — 2013
MBA
Haverford College 2001 — 2005
B.A., Fine Arts
Andre J White's Wachovia Securities Experience June 2002 - September 2003
Job Real Estate Development | Investment
Industry Real Estate
Experience
Trinity Financial, Inc. November 2012 - Present
Mitchelville Real Estate Group (MREG) August 2005 - Present
Allstate Investments - Real Estate Investment Group June 2012 - August 2012
The Community Builders, Inc. October 2010 - November 2011
Town of Bluffton, SC July 2009 - September 2010
Wallstar Development Co. August 2005 - June 2009
Main St. Realty of HHI, Inc. December 2004 - January 2007
Native Island Business + Community Affairs Association December 2003 - December 2004
Wachovia Securities June 2002 - September 2003
Wachovia Securities June 2000 - June 2002
Skills
Due Diligence, Valuation, Financial Analysis, Financial Modeling, Real Estate Investment, Real Estate Development, Mixed-use, Residential, Affordable Housing, Community Outreach, Real Estate, Acquisitions, Feasibility Studies, Residential Homes, Entitlements, Investment Properties, Investments, Budgets, Management
Education
Harvard University 2011 — 2013
MDesS - Real Estate, (Development, Investment + Housing)
South Carolina State University
B.S., Business, Marketing with honors
Trinity Financial, Inc. November 2012 - Present
Mitchelville Real Estate Group (MREG) August 2005 - Present
Allstate Investments - Real Estate Investment Group June 2012 - August 2012
The Community Builders, Inc. October 2010 - November 2011
Town of Bluffton, SC July 2009 - September 2010
Wallstar Development Co. August 2005 - June 2009
Main St. Realty of HHI, Inc. December 2004 - January 2007
Native Island Business + Community Affairs Association December 2003 - December 2004
Wachovia Securities June 2002 - September 2003
Wachovia Securities June 2000 - June 2002
Skills
Due Diligence, Valuation, Financial Analysis, Financial Modeling, Real Estate Investment, Real Estate Development, Mixed-use, Residential, Affordable Housing, Community Outreach, Real Estate, Acquisitions, Feasibility Studies, Residential Homes, Entitlements, Investment Properties, Investments, Budgets, Management
Education
Harvard University 2011 — 2013
MDesS - Real Estate, (Development, Investment + Housing)
South Carolina State University
B.S., Business, Marketing with honors
Jerry Suhadolink's Wachovia Securities Experience June 1983 - January 2007
Job Financial Services Professional
Industry Financial Services
Experience
Wachovia Securities June 1983 - January 2007
Education
Hofstra University
B.A., Biology
Wachovia Securities June 1983 - January 2007
Education
Hofstra University
B.A., Biology
Christy Wright's Wachovia Securities Experience May 2000 - May 2009
Job Senior Vice President/Global Banking at Wells Fargo Bank, N. A.
Industry Banking
Experience
Wells Fargo Bank, N. A. September 2013 - Present
Wachovia, A Wells Fargo Company November 2009 - September 2013
Wachovia Securities May 2000 - May 2009
Education
Harvard Business School 1990 — 1992
Master of Business Administration (MBA), Finance, General
Tufts University
Bachelor of Arts (BA), Economics
Wells Fargo Bank, N. A. September 2013 - Present
Wachovia, A Wells Fargo Company November 2009 - September 2013
Wachovia Securities May 2000 - May 2009
Education
Harvard Business School 1990 — 1992
Master of Business Administration (MBA), Finance, General
Tufts University
Bachelor of Arts (BA), Economics
Rebecca Barlow's Wachovia Securities Experience February 2000 - April 2009
Job Human Resources | Compliance at RMC Events Inc.
Industry Events Services
Experience
RMC Events Inc. January 2014 - Present
Premiere Medical Career Educators Premiere Caregivers April 2012 - Present
HCA Healthcare July 2009 - April 2012
Wachovia Securities February 2000 - April 2009
AMF Hanover Lanes 1997 - 2000
Skills
Healthcare, Project Management, Financial Services, Home Health Agencies, Management, Securities, Data Analysis, Database Administration, Office Management, Office Administration, Employee Training, Medical Training, Compliance, Risk Analysis, IT Operations, Database Design, Event Staffing, Human Resources
Education
J Sargeant Reynolds Community College 1989 — 1990
Business
Henrico High School 1985 — 1989
Diploma, Accounting
Brookland Middle School
RMC Events Inc. January 2014 - Present
Premiere Medical Career Educators Premiere Caregivers April 2012 - Present
HCA Healthcare July 2009 - April 2012
Wachovia Securities February 2000 - April 2009
AMF Hanover Lanes 1997 - 2000
Skills
Healthcare, Project Management, Financial Services, Home Health Agencies, Management, Securities, Data Analysis, Database Administration, Office Management, Office Administration, Employee Training, Medical Training, Compliance, Risk Analysis, IT Operations, Database Design, Event Staffing, Human Resources
Education
J Sargeant Reynolds Community College 1989 — 1990
Business
Henrico High School 1985 — 1989
Diploma, Accounting
Brookland Middle School
Thulasi D's Wachovia Securities Experience September 2006 - December 2008
Job Informatica Tech Lead at JCPenney
Industry Information Technology and Services
Experience
JCPenney September 2011 - Present
Infosys Technologies Ltd May 2005 - Present
BNSF Railway April 2011 - August 2011
Wells Fargo Advisors December 2008 - April 2011
Wachovia Securities September 2006 - December 2008
Skills
Informatica, UNIX, DB2, Oracle SQL
Education
Jawaharlal Nehru Technological University 2000 — 2004
Bachelor of Technology (B.Tech.), Computer Science and Information Technology
JCPenney September 2011 - Present
Infosys Technologies Ltd May 2005 - Present
BNSF Railway April 2011 - August 2011
Wells Fargo Advisors December 2008 - April 2011
Wachovia Securities September 2006 - December 2008
Skills
Informatica, UNIX, DB2, Oracle SQL
Education
Jawaharlal Nehru Technological University 2000 — 2004
Bachelor of Technology (B.Tech.), Computer Science and Information Technology
Kristi Nameth's Wachovia Securities Experience August 2006 - July 2009
Job English Instructor, Guilford Technical Community College
Industry Higher Education
Experience
Mt. Pleasant United Methodist Church February 2012 - Present
Wachovia Securities August 2006 - July 2009
High Point University January 2003 - June 2006
Ledford Medical Sales April 2001 - December 2002
Brookstone College of Business March 2001 - July 2001
Universal Furniture Industries May 2000 - January 2001
Reuben H Donnelley Corporation (RHD) January 1996 - May 2000
IBM September 1995 - December 1995
Skills
Management, Teaching, Event Planning, Sales, Volunteer Management, Community Outreach, Nonprofits, Public Speaking, Team Building, Social Networking, Access
Education
North Carolina State University 1992 — 1998
Master of Arts (MA), English - Creative Writing
High Point University 1985 — 1989
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Mt. Pleasant United Methodist Church February 2012 - Present
Wachovia Securities August 2006 - July 2009
High Point University January 2003 - June 2006
Ledford Medical Sales April 2001 - December 2002
Brookstone College of Business March 2001 - July 2001
Universal Furniture Industries May 2000 - January 2001
Reuben H Donnelley Corporation (RHD) January 1996 - May 2000
IBM September 1995 - December 1995
Skills
Management, Teaching, Event Planning, Sales, Volunteer Management, Community Outreach, Nonprofits, Public Speaking, Team Building, Social Networking, Access
Education
North Carolina State University 1992 — 1998
Master of Arts (MA), English - Creative Writing
High Point University 1985 — 1989
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Chad Haynes's Wachovia Securities Experience December 1996 - June 2000
Job Branch Manager and Financial Planner at Raymond James Financial Services.
Industry Financial Services
Experience
Raymond James Financial Services Inc., Member FINRA/SIPC September 2004 - Present
Haynes Financial Group, An Independent Firm September 2000 - Present
UBS Wealth Management June 2000 - September 2004
Wachovia Securities December 1996 - June 2000
Skills
Retirement Planning, Wealth Management, Series 7, Estate Planning, Series 6, Series 9, Series 10, Series 63, Series 65, Strategic Financial..., Wealth Accumulation..., Life Insurance, Long Term Care Insurance, College Education...
Education
University of North Carolina at Greensboro 1993 — 1996
Bachelor of Science (B.S.), Finance
High Point University 1992 — 1993
Finance
University of North Carolina at Greensboro 1991 — 1992
Bachelor of Science (B.S.), Finance
West Forsyth High School 1988 — 1991
Raymond James Financial Services Inc., Member FINRA/SIPC September 2004 - Present
Haynes Financial Group, An Independent Firm September 2000 - Present
UBS Wealth Management June 2000 - September 2004
Wachovia Securities December 1996 - June 2000
Skills
Retirement Planning, Wealth Management, Series 7, Estate Planning, Series 6, Series 9, Series 10, Series 63, Series 65, Strategic Financial..., Wealth Accumulation..., Life Insurance, Long Term Care Insurance, College Education...
Education
University of North Carolina at Greensboro 1993 — 1996
Bachelor of Science (B.S.), Finance
High Point University 1992 — 1993
Finance
University of North Carolina at Greensboro 1991 — 1992
Bachelor of Science (B.S.), Finance
West Forsyth High School 1988 — 1991
Merrill Lynch
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank