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
Bryan A. McDonald Bryan A. McDonald's Wachovia Securities Experience May 2007 - June 2008
Job VicePresident, AWMA,AAMS at Wells Fargo Advisors, Llc.
Industry Financial Services
Experience
Wells Fargo Advisors June 2008 - Present
Wells Fargo Advisors, Llc. June 2008 - Present
Wachovia Securities May 2007 - June 2008
A.G. Edwards & Sons, Inc. April 1980 - May 2007
Aviation Distributors Incorporated January 1978 - May 1980
Skills
Investment Advisory, Asset Management, Commercial Aviation, Mutual Funds, Investment Advisory..., Asset Allocation, Series 7, Portfolio Management, Bonds, Financial Advisory, Finance, FINRA, Investments, Securities, Series 63, Financial Services, Wealth Management, ETFs, Retirement Planning, Alternative Investments, Series 65, Equities, Investment Strategies, Retirement, Insurance, Fixed Income, Risk Management, High Net Worth..., Financial Planning, Financial Analysis, Relationship Management, 401k
Education
Maryville University of Saint Louis
Bachelor of Science, Marketing
Wells Fargo Advisors June 2008 - Present
Wells Fargo Advisors, Llc. June 2008 - Present
Wachovia Securities May 2007 - June 2008
A.G. Edwards & Sons, Inc. April 1980 - May 2007
Aviation Distributors Incorporated January 1978 - May 1980
Skills
Investment Advisory, Asset Management, Commercial Aviation, Mutual Funds, Investment Advisory..., Asset Allocation, Series 7, Portfolio Management, Bonds, Financial Advisory, Finance, FINRA, Investments, Securities, Series 63, Financial Services, Wealth Management, ETFs, Retirement Planning, Alternative Investments, Series 65, Equities, Investment Strategies, Retirement, Insurance, Fixed Income, Risk Management, High Net Worth..., Financial Planning, Financial Analysis, Relationship Management, 401k
Education
Maryville University of Saint Louis
Bachelor of Science, Marketing
Raymond Anselmo Raymond Anselmo's Wachovia Securities Experience October 2002 - May 2009
Job Independent Adjuster
Industry Financial Services
Experience
Independent Adjuster October 2013 - Present
Riskcap.net November 2011 - Present
Anselmo Capital Management, PLLC September 2009 - Present
Wachovia Securities October 2002 - May 2009
Skills
Investments, Asset Managment, Trading, Asset Management, Investment Advisory, Project Planning, Bonds, Finance, Management, Accounting, Alternative Investments, Financial Analysis, Financial Services, Risk Management, Hedge Funds, Mutual Funds, Equities, Financial Markets, Portfolio Management, Options
Education
Louisiana State University
BA
Independent Adjuster October 2013 - Present
Riskcap.net November 2011 - Present
Anselmo Capital Management, PLLC September 2009 - Present
Wachovia Securities October 2002 - May 2009
Skills
Investments, Asset Managment, Trading, Asset Management, Investment Advisory, Project Planning, Bonds, Finance, Management, Accounting, Alternative Investments, Financial Analysis, Financial Services, Risk Management, Hedge Funds, Mutual Funds, Equities, Financial Markets, Portfolio Management, Options
Education
Louisiana State University
BA
Corinna Bongiovanni Corinna Bongiovanni's Wachovia Securities Experience June 2004 - April 2006
Job Supervisory Manager, Vice President
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. September 2012 - Present
Morgan Stanley April 2006 - September 2012
Wachovia Securities June 2004 - April 2006
Assurant Health September 2003 - June 2004
Stifel, Nicolaus & Company, Inc September 2002 - September 2003
Education
Keller Graduate School of Management of DeVry University 2002 — 2005
Master of Business Administration (MBA), Finance and Financial Management Services
University of Wisconsin-Parkside 1997 — 2001
B.A., Communication, Business
JP Morgan Chase Bank, N.A. September 2012 - Present
Morgan Stanley April 2006 - September 2012
Wachovia Securities June 2004 - April 2006
Assurant Health September 2003 - June 2004
Stifel, Nicolaus & Company, Inc September 2002 - September 2003
Education
Keller Graduate School of Management of DeVry University 2002 — 2005
Master of Business Administration (MBA), Finance and Financial Management Services
University of Wisconsin-Parkside 1997 — 2001
B.A., Communication, Business
Barry Wilkins, MBA Barry Wilkins, MBA's Wachovia Securities Experience September 2004 - June 2006
Job Wealth Management Senior Banking Advisor at PNC Bank, N.A.
Industry Financial Services
Experience
PNC Wealth Management Group October 2014 - Present
PNC Bank September 2007 - Present
Wachovia Bank, N.A June 2006 - August 2007
Wachovia Securities September 2004 - June 2006
Wachovia Bank March 2003 - September 2004
Royal Bank of Scotland January 2001 - April 2001
Skills
Underwriting, Financial Analysis, Portfolio Management, Credit Risk, Banking, Credit, Risk Management, Credit Analysis, Commercial Lending, Loans, Insurance, Forecasting, Commercial Banking, Microsoft Excel, Microsoft Office, Corporate Finance, Finance, Financial Risk
Education
Central 254
La Salle University
School; MBA (2009), Business Administration; Finance, 3.7 GPA
University of Pittsburgh
Bachelor of Science (BS), Economics
University of Pittsburgh, College of Arts and Sciences
Bachelor of Science, Economics
PNC Wealth Management Group October 2014 - Present
PNC Bank September 2007 - Present
Wachovia Bank, N.A June 2006 - August 2007
Wachovia Securities September 2004 - June 2006
Wachovia Bank March 2003 - September 2004
Royal Bank of Scotland January 2001 - April 2001
Skills
Underwriting, Financial Analysis, Portfolio Management, Credit Risk, Banking, Credit, Risk Management, Credit Analysis, Commercial Lending, Loans, Insurance, Forecasting, Commercial Banking, Microsoft Excel, Microsoft Office, Corporate Finance, Finance, Financial Risk
Education
Central 254
La Salle University
School; MBA (2009), Business Administration; Finance, 3.7 GPA
University of Pittsburgh
Bachelor of Science (BS), Economics
University of Pittsburgh, College of Arts and Sciences
Bachelor of Science, Economics
Kristie Medich's Wachovia Securities Experience 2004 - 2009
Job Legal Services Professional
Industry Financial Services
Experience
Pershing, a BNY Mellon company October 2012 - Present
Deloitte May 2012 - October 2012
Senior Settlements, LLC 2010 - 2011
Wachovia Securities 2004 - 2009
LSKD June 2000 - October 2005
Skills
Litigation, Corporate Law, Legal Assistance, Securities, Legal Compliance, Securities Regulation
Education
Katherine Gibbs School 2002 — 2004
Associate of Arts (AA), Business Administration and Management, General, 3.86
Pershing, a BNY Mellon company October 2012 - Present
Deloitte May 2012 - October 2012
Senior Settlements, LLC 2010 - 2011
Wachovia Securities 2004 - 2009
LSKD June 2000 - October 2005
Skills
Litigation, Corporate Law, Legal Assistance, Securities, Legal Compliance, Securities Regulation
Education
Katherine Gibbs School 2002 — 2004
Associate of Arts (AA), Business Administration and Management, General, 3.86
Megan Hubbard Megan Hubbard's Wachovia Securities Experience December 2002 - December 2008
Job Business Development Executive at Staples Advantage
Industry Business Supplies and Equipment
Experience
Staples Advantage December 2014 - Present
Knox County Schools August 2012 - December 2014
Doodlepad.com May 2008 - September 2010
Wachovia Securities December 2002 - December 2008
Skills
Teaching, Speech Communications, Financial Services, Small Business, New Business Development, Design, Social Networking, Customer Service, Customer Relations, Sales Operations, Strategy
Education
Lincoln Memorial University 2010 — 2012
Master of Education (M.Ed.), Curriculum and Instruction
University of Tennessee-Knoxville 1999 — 2002
Bachelor of Arts (B.A.), Speech Communication with a minor in Business
Staples Advantage December 2014 - Present
Knox County Schools August 2012 - December 2014
Doodlepad.com May 2008 - September 2010
Wachovia Securities December 2002 - December 2008
Skills
Teaching, Speech Communications, Financial Services, Small Business, New Business Development, Design, Social Networking, Customer Service, Customer Relations, Sales Operations, Strategy
Education
Lincoln Memorial University 2010 — 2012
Master of Education (M.Ed.), Curriculum and Instruction
University of Tennessee-Knoxville 1999 — 2002
Bachelor of Arts (B.A.), Speech Communication with a minor in Business
Robert Venezia, AIF, MBA Robert Venezia, AIF, MBA's Wachovia Securities Experience January 1987 - January 2002
Job Founder/CEO/CIO at Key Asset Advisors
Industry Investment Management
Experience
Key Asset Advisors March 2008 - Present
Key Investment Team January 2002 - Present
Wachovia Securities January 1987 - January 2002
Dean Witter Reynolds January 1983 - January 1987
Skills
Fiduciary Advisor, Investments, Asset Management, Non-profit Asset Manager, Investment Strategies, Financial Advisory, Portfolio Management, Financial Planning, Financial Analysis, Strategic Planning, Business Planning
Education
Loyola Marymount University 1976 — 1978
Master of Business Administration (MBA), Finance
Loyola Marymount University, College of Business Administration 1972 — 1976
Bachelor of Business Administration (BBA), Business Administration
Key Asset Advisors March 2008 - Present
Key Investment Team January 2002 - Present
Wachovia Securities January 1987 - January 2002
Dean Witter Reynolds January 1983 - January 1987
Skills
Fiduciary Advisor, Investments, Asset Management, Non-profit Asset Manager, Investment Strategies, Financial Advisory, Portfolio Management, Financial Planning, Financial Analysis, Strategic Planning, Business Planning
Education
Loyola Marymount University 1976 — 1978
Master of Business Administration (MBA), Finance
Loyola Marymount University, College of Business Administration 1972 — 1976
Bachelor of Business Administration (BBA), Business Administration
Robert Taffet Robert Taffet's Wachovia Securities Experience 2000 - 2006
Job Cleared Derivatives Technology | Front to Back Office Architecture | Derivatives Clearing SME | GMI SME
Industry Financial Services
Experience
Taffet Consulting January 2014 - Present
Sapient Global Markets May 2014 - September 2014
Wells Fargo 2011 - 2014
Wells Fargo 2009 - 2011
Wachovia, a Wells Fargo Company 2006 - 2009
Wachovia Securities 2000 - 2006
Credit Suisse First Boston 1999 - 2000
Credit Suisse First Boston 1998 - 1999
Credit Suisse First Boston Pacific Limited 1996 - 1998
Credit Suisse First Boston 1986 - 1996
Skills
Derivatives, Prime Brokerage, Options, Back Office, Fixed Income, FX Options, Capital Markets, Middle Office, Operations Management, Brokerage, Interest Rate..., Commodity, Securities Lending, Equity Derivatives, Trading Systems, Swaps, Securities, Project Management, Futures, Clearing, Project Planning, Credit Derivatives, Collateral Management, Rates, Gmi, Calypso, Cash Management, Analysis, Business Requirements, Requirements Gathering, User Acceptance Testing, Relationship Management, Vendor Management, Sungard GMI, SDLC, Program Management, Dodd-Frank, Financial Services, Risk Management, Interest Rates, Management, Financial Markets
Education
Strayer University-North Carolina
Wachovia Leadership Training Program
Kingsborough Community College
Associates, Accounting
Sheepshead Bay High School
Taffet Consulting January 2014 - Present
Sapient Global Markets May 2014 - September 2014
Wells Fargo 2011 - 2014
Wells Fargo 2009 - 2011
Wachovia, a Wells Fargo Company 2006 - 2009
Wachovia Securities 2000 - 2006
Credit Suisse First Boston 1999 - 2000
Credit Suisse First Boston 1998 - 1999
Credit Suisse First Boston Pacific Limited 1996 - 1998
Credit Suisse First Boston 1986 - 1996
Skills
Derivatives, Prime Brokerage, Options, Back Office, Fixed Income, FX Options, Capital Markets, Middle Office, Operations Management, Brokerage, Interest Rate..., Commodity, Securities Lending, Equity Derivatives, Trading Systems, Swaps, Securities, Project Management, Futures, Clearing, Project Planning, Credit Derivatives, Collateral Management, Rates, Gmi, Calypso, Cash Management, Analysis, Business Requirements, Requirements Gathering, User Acceptance Testing, Relationship Management, Vendor Management, Sungard GMI, SDLC, Program Management, Dodd-Frank, Financial Services, Risk Management, Interest Rates, Management, Financial Markets
Education
Strayer University-North Carolina
Wachovia Leadership Training Program
Kingsborough Community College
Associates, Accounting
Sheepshead Bay High School
J T Johnson J T Johnson's Wachovia Securities Experience January 1998 - January 2005
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2010 - Present
UBS Wealth Management January 2005 - November 2010
Wachovia Securities January 1998 - January 2005
Cambrex Corporation September 1982 - November 1996
Gibson Guitar November 1995 - July 1996
Education
New York University 1985 — 1988
Master of Business Administration (MBA), Management
Lafayette College 1977 — 1981
Bachelor of Science (BS), Chemical Engineering
Ameriprise Financial Services, Inc. November 2010 - Present
UBS Wealth Management January 2005 - November 2010
Wachovia Securities January 1998 - January 2005
Cambrex Corporation September 1982 - November 1996
Gibson Guitar November 1995 - July 1996
Education
New York University 1985 — 1988
Master of Business Administration (MBA), Management
Lafayette College 1977 — 1981
Bachelor of Science (BS), Chemical Engineering
Jenni Treadwell Jenni Treadwell's Wachovia Securities Experience June 2006 - October 2007
Job Project Manager at Capital One
Industry Financial Services
Experience
Apex Systems October 2014 - Present
Wells Fargo Advisors March 2014 - June 2014
Wells Fargo Advisors October 2007 - March 2014
Wachovia Securities June 2006 - October 2007
Wachovia Securities, LLC March 2005 - July 2006
Wachovia Securities, LLC July 2004 - March 2005
Wachovia Securities, LLC October 2002 - July 2004
Skills
Project Management, Relationship Management, Risk Management, Business Analysis, Business Process..., Strategic Communications, Communication Skills, Cross-functional Team..., Vendor Management, Asset Management, Securities License, General Securities..., Series 7, Series 9, Series 10, Series 63, Customer Service, Banking, Securities, Financial Services, Project Portfolio..., Portfolio Management, Financial Analysis, SDLC, Analysis, Investments, Visio, Process Improvement, PMP, Requirements Gathering, PMO, Cash Management, Microsoft Office, Program Management
Education
University of Richmond 2010 — 2012
Bachelor of Liberal Arts, Interdisciplinary Studies, 3.9, Summa Cum Laude
J. Sargeant Reynolds Community College 2009 — 2010
Liberal Arts and Sciences, General Studies and Humanities, 3.98
Longwood University
Apex Systems October 2014 - Present
Wells Fargo Advisors March 2014 - June 2014
Wells Fargo Advisors October 2007 - March 2014
Wachovia Securities June 2006 - October 2007
Wachovia Securities, LLC March 2005 - July 2006
Wachovia Securities, LLC July 2004 - March 2005
Wachovia Securities, LLC October 2002 - July 2004
Skills
Project Management, Relationship Management, Risk Management, Business Analysis, Business Process..., Strategic Communications, Communication Skills, Cross-functional Team..., Vendor Management, Asset Management, Securities License, General Securities..., Series 7, Series 9, Series 10, Series 63, Customer Service, Banking, Securities, Financial Services, Project Portfolio..., Portfolio Management, Financial Analysis, SDLC, Analysis, Investments, Visio, Process Improvement, PMP, Requirements Gathering, PMO, Cash Management, Microsoft Office, Program Management
Education
University of Richmond 2010 — 2012
Bachelor of Liberal Arts, Interdisciplinary Studies, 3.9, Summa Cum Laude
J. Sargeant Reynolds Community College 2009 — 2010
Liberal Arts and Sciences, General Studies and Humanities, 3.98
Longwood University
Angela Ruffin-Stacker's Wachovia Securities Experience May 2007 - December 2010
Job VP Diversity Recruitment at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2011 - Present
Wachovia Securities May 2007 - December 2010
A.G. Edwards March 2001 - May 2007
A.G. Edwards April 1994 - March 2001
Boeing September 1980 - April 1994
Skills
Series 7, Series 66
Education
University of Missouri-Saint Louis
Bachelor of Arts (B.A.), Political Science and Government
Lindenwood University
Master's degree, Marketing
Wells Fargo Advisors January 2011 - Present
Wachovia Securities May 2007 - December 2010
A.G. Edwards March 2001 - May 2007
A.G. Edwards April 1994 - March 2001
Boeing September 1980 - April 1994
Skills
Series 7, Series 66
Education
University of Missouri-Saint Louis
Bachelor of Arts (B.A.), Political Science and Government
Lindenwood University
Master's degree, Marketing
Thomas Osman Thomas Osman's Wachovia Securities Experience August 1998 - June 2005
Job Cornerstone Realty and Investments
Industry Investment Management
Experience
Voya Financial January 2008 - Present
Merrill Lynch June 2005 - December 2007
Wachovia Securities August 1998 - June 2005
Skills
Investments, Loans, Marketing, Team Building, Mutual Funds, Asset Management, Strategic Financial..., Fixed Annuities, Retirement, Small Business, Wealth Management, Financial Planners, Insurance, Life Insurance, Mortgage Banking, Retirement Planning, Finance, Valuation, Credit, Portfolio Management, Risk Management, Budgets, Mergers & Acquisitions, Tax, Long-term Care, Fixed Income, Customer Service, Securities, Financial Modeling, Disability Insurance, Microsoft Office, Banking, Sales, Financial Analysis, PowerPoint, Real Estate, Credit Analysis, Financial Reporting, Health Insurance, Strategic Planning, Public Speaking, Microsoft Word, Investment Properties, Financial Risk, Investment Advisory, Leadership, Microsoft Excel, Financial Planning, 401k, Loan Origination
Education
Northern Illinois University 1986 — 1988
Master of Arts (M.A.), International Relations and Affairs
Knox College 1977 — 1981
Bachelor of Arts (B.A.), Economics and Business Admin
Voya Financial January 2008 - Present
Merrill Lynch June 2005 - December 2007
Wachovia Securities August 1998 - June 2005
Skills
Investments, Loans, Marketing, Team Building, Mutual Funds, Asset Management, Strategic Financial..., Fixed Annuities, Retirement, Small Business, Wealth Management, Financial Planners, Insurance, Life Insurance, Mortgage Banking, Retirement Planning, Finance, Valuation, Credit, Portfolio Management, Risk Management, Budgets, Mergers & Acquisitions, Tax, Long-term Care, Fixed Income, Customer Service, Securities, Financial Modeling, Disability Insurance, Microsoft Office, Banking, Sales, Financial Analysis, PowerPoint, Real Estate, Credit Analysis, Financial Reporting, Health Insurance, Strategic Planning, Public Speaking, Microsoft Word, Investment Properties, Financial Risk, Investment Advisory, Leadership, Microsoft Excel, Financial Planning, 401k, Loan Origination
Education
Northern Illinois University 1986 — 1988
Master of Arts (M.A.), International Relations and Affairs
Knox College 1977 — 1981
Bachelor of Arts (B.A.), Economics and Business Admin
Jacob Ruggles Jacob Ruggles's Wachovia Securities Experience June 2002 - January 2010
Job Managing Partner
Industry Financial Services
Experience
KMJ Financial Group, LLC / Elite Physicians Wealth Management, LLC January 2010 - Present
Wachovia Securities June 2002 - January 2010
Education
Lafayette College 1997 — 2001
Bachelor of Arts, Mathematics/Economics and Business
KMJ Financial Group, LLC / Elite Physicians Wealth Management, LLC January 2010 - Present
Wachovia Securities June 2002 - January 2010
Education
Lafayette College 1997 — 2001
Bachelor of Arts, Mathematics/Economics and Business
Joseph Lloyd's Wachovia Securities Experience September 2002 - February 2007
Job Investment Executive at National Securities
Industry Financial Services
Experience
National Securities March 2012 - Present
Acumen Investment Services December 2008 - February 2012
Diefendorf Capital Planning February 2007 - December 2008
Wachovia Securities September 2002 - February 2007
Manulife Financial (Now John Hancock) May 1998 - May 2002
Young Life of Fairfield CT September 1993 - June 1996
Skills
Estate Planning, Financial Planning, Wealth Management, Small Business, Retirement Planning
Education
Long Island University, C.W. Post Campus 1989 — 1993
Bachelor of Arts (B.A.), Political Science
Sacred Heart University
Sandler Training
Sandler Training
National Securities March 2012 - Present
Acumen Investment Services December 2008 - February 2012
Diefendorf Capital Planning February 2007 - December 2008
Wachovia Securities September 2002 - February 2007
Manulife Financial (Now John Hancock) May 1998 - May 2002
Young Life of Fairfield CT September 1993 - June 1996
Skills
Estate Planning, Financial Planning, Wealth Management, Small Business, Retirement Planning
Education
Long Island University, C.W. Post Campus 1989 — 1993
Bachelor of Arts (B.A.), Political Science
Sacred Heart University
Sandler Training
Sandler Training
April May April May's Wachovia Securities Experience May 2007 - December 2009
Job Analyst at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors December 2009 - Present
Wachovia Securities May 2007 - December 2009
Skills
Accounting, Financial Analysis, Strategic Financial..., Financial Reporting, Account Reconciliation, Finance, Financial Modeling, Financial Accounting, Accounts Payable, Accounts Receivable, Auditing, General Ledger, Banking, Microsoft Excel, Variance Analysis, Financial Statements, Internal Controls, Investments, Cash Management, Access
Education
Lindenwood University 2009 — 2011
Bachelor of Business Administration (B.B.A.)
Southwestern Illinois College 2001 — 2004
Associate of Science (AS)
Wells Fargo Advisors December 2009 - Present
Wachovia Securities May 2007 - December 2009
Skills
Accounting, Financial Analysis, Strategic Financial..., Financial Reporting, Account Reconciliation, Finance, Financial Modeling, Financial Accounting, Accounts Payable, Accounts Receivable, Auditing, General Ledger, Banking, Microsoft Excel, Variance Analysis, Financial Statements, Internal Controls, Investments, Cash Management, Access
Education
Lindenwood University 2009 — 2011
Bachelor of Business Administration (B.B.A.)
Southwestern Illinois College 2001 — 2004
Associate of Science (AS)
Stephanie Barr Stephanie Barr's Wachovia Securities Experience October 2003 - December 2005
Job Business Initiatives Consultant
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Wells Fargo August 2011 - February 2015
Paycor September 2006 - February 2008
Wachovia Securities October 2003 - December 2005
Wachovia Securities November 2002 - September 2003
Wachovia Securities October 1999 - November 2002
Skills
FINRA Series..., FL Life, Health and..., Banking, Financial Services, Risk Management, Process Improvement, Business Analysis, Series 7, Finance, Project Management, Investments, Customer Service, Series 63, Insurance, Leadership, Microsoft Office, Visio, Sales, Team Building, Analytics, Account Management, Training, FINRA, PowerPoint, Vendor Management
Education
University of Alabama 2014 — 2016
Master's degree, International Business
University of Phoenix 2004 — 2006
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
UNC Charlotte 2002 — 2004
Banking, Corporate, Finance, and Securities Law
Mars Hill College 2000 — 2002
Business, Management, Marketing, and Related Support Services
Wells Fargo March 2015 - Present
Wells Fargo August 2011 - February 2015
Paycor September 2006 - February 2008
Wachovia Securities October 2003 - December 2005
Wachovia Securities November 2002 - September 2003
Wachovia Securities October 1999 - November 2002
Skills
FINRA Series..., FL Life, Health and..., Banking, Financial Services, Risk Management, Process Improvement, Business Analysis, Series 7, Finance, Project Management, Investments, Customer Service, Series 63, Insurance, Leadership, Microsoft Office, Visio, Sales, Team Building, Analytics, Account Management, Training, FINRA, PowerPoint, Vendor Management
Education
University of Alabama 2014 — 2016
Master's degree, International Business
University of Phoenix 2004 — 2006
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
UNC Charlotte 2002 — 2004
Banking, Corporate, Finance, and Securities Law
Mars Hill College 2000 — 2002
Business, Management, Marketing, and Related Support Services
Tom Gabel Tom Gabel's Wachovia Securities Experience January 1998 - November 2002
Job Senior Managing Director Capital Markets Origination
Industry Investment Banking
Experience
Canaccord Genuity Inc. January 2011 - Present
Canaccord Genuity Inc. November 2002 - January 2011
Wachovia Securities January 1998 - November 2002
RBC/Dain, Rauscher Wessels January 1990 - November 1998
Prescott, Ball & Turbin January 1987 - December 1990
Skills
Equities, Capital Markets, Valuation, Investments, Financial Modeling, Asset Management, Mergers & Acquisitions, Sales Management, Strategy, Investment Banking
Education
John Carroll University 1982 — 1986
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Canaccord Genuity Inc. January 2011 - Present
Canaccord Genuity Inc. November 2002 - January 2011
Wachovia Securities January 1998 - November 2002
RBC/Dain, Rauscher Wessels January 1990 - November 1998
Prescott, Ball & Turbin January 1987 - December 1990
Skills
Equities, Capital Markets, Valuation, Investments, Financial Modeling, Asset Management, Mergers & Acquisitions, Sales Management, Strategy, Investment Banking
Education
John Carroll University 1982 — 1986
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Mark Tupis Mark Tupis's Wachovia Securities Experience June 2002 - February 2004
Job Staff Accountant for CEM Corporation
Industry Management Consulting
Experience
CEM Corporation February 2014 - Present
American Tire Distributors July 2013 - October 2013
Accenture December 2011 - July 2013
ACN, Inc. June 2008 - December 2011
First Charter Bank August 2007 - April 2008
BANK OF AMERICA, N.A. September 2005 - May 2007
WACHOVIA SECURITIES June 2002 - February 2004
VMS, INC. November 1999 - June 2002
FIRST UNION NATIONAL BANK August 1990 - November 1999
Skills
Microsoft Excel, Hyperion Enterprise, PeopleSoft, nVision, SAP, QuickBooks, Quicken, Microsoft Office, Microsoft Word, Access, General Ledger, Variance Analysis, Accounting, Sarbanes-Oxley Act, Financial Analysis, Process Improvement, Financial Reporting, Budgets, Finance, Accruals, Cost Accounting, Forecasting
Education
Marshall University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting and Finance
CEM Corporation February 2014 - Present
American Tire Distributors July 2013 - October 2013
Accenture December 2011 - July 2013
ACN, Inc. June 2008 - December 2011
First Charter Bank August 2007 - April 2008
BANK OF AMERICA, N.A. September 2005 - May 2007
WACHOVIA SECURITIES June 2002 - February 2004
VMS, INC. November 1999 - June 2002
FIRST UNION NATIONAL BANK August 1990 - November 1999
Skills
Microsoft Excel, Hyperion Enterprise, PeopleSoft, nVision, SAP, QuickBooks, Quicken, Microsoft Office, Microsoft Word, Access, General Ledger, Variance Analysis, Accounting, Sarbanes-Oxley Act, Financial Analysis, Process Improvement, Financial Reporting, Budgets, Finance, Accruals, Cost Accounting, Forecasting
Education
Marshall University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Colleen Van Stee Colleen Van Stee's Wachovia Securities Experience 2004 - 2009
Job Vice President IT Change Manager at Bank of America
Industry Information Technology and Services
Experience
Bank of America May 2010 - Present
Wells Fargo 2004 - 2010
Wachovia Securities 2004 - 2009
Genisys Consulting 1998 - 2004
Chicago Board of Trade June 1998 - January 2000
Heller Financial June 1996 - May 1998
Quarles & Brady LLP May 1994 - May 1996
Skills
SDLC, Mergers, SOX, Testing, Outsourcing, Distributed Systems, Waterfall, Agile, Requirements Analysis, Quality Assurance, Integration, Internal Controls, User Acceptance Testing, RUP, Compliance, Due Diligence, Offshoring, Test Planning, Software Development, Requirements Gathering, Test Automation, Restructuring, Business Requirements, Shared Services, Scalability, Test Cases, System Testing, Architecture, Agile Project Management, Iterative, Agile Methodologies, Software Project..., Sarbanes-Oxley Act, Vendor Management, IT Strategy, Data Warehousing, Change Management, IT Management, Leadership, Project Portfolio..., Management, Strategy, PMO, Visio, Project Management, PMP, Business Analysis
Education
Keller Graduate School of Management of DeVry University 2002 — 2006
Masters, Information Systems Management
Marquette University 1992 — 1996
MS, Business Administration, MIS, Human Resources
Bank of America May 2010 - Present
Wells Fargo 2004 - 2010
Wachovia Securities 2004 - 2009
Genisys Consulting 1998 - 2004
Chicago Board of Trade June 1998 - January 2000
Heller Financial June 1996 - May 1998
Quarles & Brady LLP May 1994 - May 1996
Skills
SDLC, Mergers, SOX, Testing, Outsourcing, Distributed Systems, Waterfall, Agile, Requirements Analysis, Quality Assurance, Integration, Internal Controls, User Acceptance Testing, RUP, Compliance, Due Diligence, Offshoring, Test Planning, Software Development, Requirements Gathering, Test Automation, Restructuring, Business Requirements, Shared Services, Scalability, Test Cases, System Testing, Architecture, Agile Project Management, Iterative, Agile Methodologies, Software Project..., Sarbanes-Oxley Act, Vendor Management, IT Strategy, Data Warehousing, Change Management, IT Management, Leadership, Project Portfolio..., Management, Strategy, PMO, Visio, Project Management, PMP, Business Analysis
Education
Keller Graduate School of Management of DeVry University 2002 — 2006
Masters, Information Systems Management
Marquette University 1992 — 1996
MS, Business Administration, MIS, Human Resources
Burland East, CFA Burland East, CFA's Wachovia Securities Experience 2000 - 2001
Job Chief Executive Officer, American Assets Investment Management
Industry Real Estate
Experience
American Assets Capital Advisers, LLC, And American Assets Investment Management. LLC 2010 - Present
Ernst & Young December 2011 - Present
Excel Trust, Inc. 2010 - August 2015
USC Marshall School of Business 2003 - January 2015
Silver Portal Capital 2001 - 2010
Senior Resource Group 1996 - 2004
Wachovia Securities 2000 - 2001
EVEREN Securities, Inc. 1992 - 2000
National Association of Real Estate Investment Trusts 1998 - 1999
Brierley Investments Limited 1990 - 1992
Skills
Due Diligence, Residential Homes, Portfolio Management, Private Equity, REIT, Equities, Asset Managment, Hedge Funds, Real Estate, Asset Management, Capital Markets, Finance, Investment Management, Securities
Education
Loyola University Maryland 1982 — 1984
MBA, Finance
American Assets Capital Advisers, LLC, And American Assets Investment Management. LLC 2010 - Present
Ernst & Young December 2011 - Present
Excel Trust, Inc. 2010 - August 2015
USC Marshall School of Business 2003 - January 2015
Silver Portal Capital 2001 - 2010
Senior Resource Group 1996 - 2004
Wachovia Securities 2000 - 2001
EVEREN Securities, Inc. 1992 - 2000
National Association of Real Estate Investment Trusts 1998 - 1999
Brierley Investments Limited 1990 - 1992
Skills
Due Diligence, Residential Homes, Portfolio Management, Private Equity, REIT, Equities, Asset Managment, Hedge Funds, Real Estate, Asset Management, Capital Markets, Finance, Investment Management, Securities
Education
Loyola University Maryland 1982 — 1984
MBA, Finance
Frank Gerham Jr, CRC, AIF® Frank Gerham Jr, CRC, AIF®'s Wachovia Securities Experience May 2000 - May 2010
Job Owner at Frank 401K...where your retirement plan finally starts to work for you !
Industry Financial Services
Experience
Westminster Financial, LLC May 2010 - Present
Westminster Financial,LLC May 2010 - Present
Frank401-K Advisors May 2010 - Present
Ancient Order of Hibernians- Division 7 2005 - 2015
Ancient Order of Hibernians- Division 7 2005 - 2015
Wachovia Securities May 2000 - May 2010
Legg Mason 1997 - 2000
Dean Witter Reynolds 1984 - 1989
Skills
Fee based 401-K Advisor, Wealth Management, Retirement Planning, Retirement, Strategic Financial..., Series 7, Asset Managment, Asset Allocation, Investment Advisory, Mutual Funds, Financial Advisory, Fixed Annuities, 401k, Investments, Series 63, Estate Planning, Investment Strategies, Alternative Investments, Securities, Series 6, Portfolio Management, IRAs, Retirement Plan..., Fee, Asset Management, Financial Services, Employee Benefits, Life Insurance, Long-term Care, Pensions, Defined Benefit, Disability Insurance, Cash Management, Equities, Series 65, Personal Finance, Insurance, Fixed Income, Mortgage Lending, Wealth Management..., Hedge Funds, 401k Rollovers, Loans, Finance, FINRA, Residential Mortgages, Financial Planning
Education
Spring Hill College 1974 — 1978
BS Commerce, Business Administration
Mitchell College 1973 — 1974
Manhattan College 1971 — 1973
Westminster Financial, LLC May 2010 - Present
Westminster Financial,LLC May 2010 - Present
Frank401-K Advisors May 2010 - Present
Ancient Order of Hibernians- Division 7 2005 - 2015
Ancient Order of Hibernians- Division 7 2005 - 2015
Wachovia Securities May 2000 - May 2010
Legg Mason 1997 - 2000
Dean Witter Reynolds 1984 - 1989
Skills
Fee based 401-K Advisor, Wealth Management, Retirement Planning, Retirement, Strategic Financial..., Series 7, Asset Managment, Asset Allocation, Investment Advisory, Mutual Funds, Financial Advisory, Fixed Annuities, 401k, Investments, Series 63, Estate Planning, Investment Strategies, Alternative Investments, Securities, Series 6, Portfolio Management, IRAs, Retirement Plan..., Fee, Asset Management, Financial Services, Employee Benefits, Life Insurance, Long-term Care, Pensions, Defined Benefit, Disability Insurance, Cash Management, Equities, Series 65, Personal Finance, Insurance, Fixed Income, Mortgage Lending, Wealth Management..., Hedge Funds, 401k Rollovers, Loans, Finance, FINRA, Residential Mortgages, Financial Planning
Education
Spring Hill College 1974 — 1978
BS Commerce, Business Administration
Mitchell College 1973 — 1974
Manhattan College 1971 — 1973
Michael A. Tedeschi Michael A. Tedeschi's Wachovia Securities Experience April 1998 - June 2004
Job School Bus Driver supervisor at Huntington Coach Corp
Industry Financial Services
Experience
Huntington Coach Corp June 2015 - Present
Capital One 2011 - 2014
JPMorgan Chase November 2007 - October 2011
wachovia securities April 1998 - June 2004
Skills
Banking, Portfolio Management, Branch Management, Operations Management, Regulatory Compliance, Management, Leadership, Investments, Financial Services, Credit, Risk Management, Finance, Executive Management, Loans, Retail Banking
Education
LIU Post 2014 — 2016
Master of Business Administration (M.B.A.), finance/economics, matriculating to get MBA
New York Institute of Technology 1988 — 1992
Finance and Economics, finance/economics
walt whitman high school 1983 — 1986
high school regents diploma, math and science
Huntington Coach Corp June 2015 - Present
Capital One 2011 - 2014
JPMorgan Chase November 2007 - October 2011
wachovia securities April 1998 - June 2004
Skills
Banking, Portfolio Management, Branch Management, Operations Management, Regulatory Compliance, Management, Leadership, Investments, Financial Services, Credit, Risk Management, Finance, Executive Management, Loans, Retail Banking
Education
LIU Post 2014 — 2016
Master of Business Administration (M.B.A.), finance/economics, matriculating to get MBA
New York Institute of Technology 1988 — 1992
Finance and Economics, finance/economics
walt whitman high school 1983 — 1986
high school regents diploma, math and science
Marlon Salvia Marlon Salvia's Wachovia Securities Experience October 2006 - June 2008
Job Manager/Luxury/Sales
Industry Consumer Goods
Experience
Unlimited sales inc February 2014 - Present
Inditex June 2012 - January 2014
Christian Dior September 2009 - May 2012
Bloomingdales November 2009 - January 2011
Neiman Marcus October 2008 - September 2009
KUBICKI DRAPER, LLP October 2006 - June 2008
WACHOVIA SECURITIES October 2006 - June 2008
Guess 2006 - 2007
Skills
Retail, Apparel, Sales, Management, Fashion, Marketing Strategy, Customer Service, Microsoft Excel, Banking, Legal Writing, Visual Merchandising, Credit, Process Scheduler, PowerPoint, Microsoft Office, Outlook, Time Management, Store Management, Inventory Management, Microsoft Word, Trend Analysis, Retail Sales, Styling, Luxury Goods, Trend, Shoes, Driving Results, Coaching, Inventory Control, Forecasting, Leadership
Education
Lansing Community College 2008 — 2011
AA, Interior Design
Lansing Community College 2004 — 2007
AA, Business Management
Unlimited sales inc February 2014 - Present
Inditex June 2012 - January 2014
Christian Dior September 2009 - May 2012
Bloomingdales November 2009 - January 2011
Neiman Marcus October 2008 - September 2009
KUBICKI DRAPER, LLP October 2006 - June 2008
WACHOVIA SECURITIES October 2006 - June 2008
Guess 2006 - 2007
Skills
Retail, Apparel, Sales, Management, Fashion, Marketing Strategy, Customer Service, Microsoft Excel, Banking, Legal Writing, Visual Merchandising, Credit, Process Scheduler, PowerPoint, Microsoft Office, Outlook, Time Management, Store Management, Inventory Management, Microsoft Word, Trend Analysis, Retail Sales, Styling, Luxury Goods, Trend, Shoes, Driving Results, Coaching, Inventory Control, Forecasting, Leadership
Education
Lansing Community College 2008 — 2011
AA, Interior Design
Lansing Community College 2004 — 2007
AA, Business Management
Howard Deskin Howard Deskin's Wachovia Securities Experience February 2004 - January 2007
Job CEO & Internet Marketing Manager
Industry Internet
Experience
Impression Marketing April 2009 - Present
Business Services Group January 2007 - March 2009
Wachovia Securities, LLC 2006 - 2009
Wachovia Securities February 2004 - January 2007
Wachovia Securities January 1998 - January 2004
First Union Securities January 1992 - January 1998
First Union Securities January 1990 - January 1992
Wheat First Securities January 1988 - January 1990
Wheat First Securities January 1986 - January 1988
CRANE COMPANY January 1984 - January 1986
Skills
Program Management, Business Analysis, Financial Analysis, Strategy, Business Process..., Accounting, Internet Strategy, Marketing Strategy, Leadership, Small Business, E-commerce, Financial Services, Project Management, SEM, Sales, Business Process, Auditing, Mergers & Acquisitions, Regulations, Management, Mergers, Analysis, Analytics, Six Sigma, Marketing, Account Reconciliation, Web Analytics, Finance, Process Automation, Web Strategy, Google Analytics, SEO, Team Management, Employee Benefits, PPC, Social Media, Payroll, Internet Services, Securities, Mutual Funds, Strategic Planning, Budgets, Control Theory, MS Project, Project Planning, Web Design, Process Improvement, Website Development, Real Estate, Email Marketing
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2001 — 2006
MBA, Business
LIU Post 1977 — 1981
B.S., Accounting
Impression Marketing April 2009 - Present
Business Services Group January 2007 - March 2009
Wachovia Securities, LLC 2006 - 2009
Wachovia Securities February 2004 - January 2007
Wachovia Securities January 1998 - January 2004
First Union Securities January 1992 - January 1998
First Union Securities January 1990 - January 1992
Wheat First Securities January 1988 - January 1990
Wheat First Securities January 1986 - January 1988
CRANE COMPANY January 1984 - January 1986
Skills
Program Management, Business Analysis, Financial Analysis, Strategy, Business Process..., Accounting, Internet Strategy, Marketing Strategy, Leadership, Small Business, E-commerce, Financial Services, Project Management, SEM, Sales, Business Process, Auditing, Mergers & Acquisitions, Regulations, Management, Mergers, Analysis, Analytics, Six Sigma, Marketing, Account Reconciliation, Web Analytics, Finance, Process Automation, Web Strategy, Google Analytics, SEO, Team Management, Employee Benefits, PPC, Social Media, Payroll, Internet Services, Securities, Mutual Funds, Strategic Planning, Budgets, Control Theory, MS Project, Project Planning, Web Design, Process Improvement, Website Development, Real Estate, Email Marketing
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2001 — 2006
MBA, Business
LIU Post 1977 — 1981
B.S., Accounting
Joseph Dees Joseph Dees's Wachovia Securities Experience August 2007 - September 2009
Job Retirement Coach, 401k Plans & Rollovers | Roth IRAs | Fixed Annuities | Business Consultant
Industry Financial Services
Experience
Dees Associates December 2005 - Present
Wachovia Securities August 2007 - September 2009
Sears November 2006 - July 2007
Alacom Finance May 2006 - September 2006
ITT Technical Institute August 2004 - May 2006
Initiative Seven January 2005 - May 2005
Heritage Kitchen January 2001 - April 2002
Skills
Business Planning, Strategic Planning, Business Development, Budgets, Investments, Business Strategy, Program Management, Sales, Finance, Banking, Sales Management, Forecasting, Accounting, Process Improvement, Marketing, Strategic Financial..., Customer Service, Public Relations, Retail, New Business Development, Coaching, Microsoft Excel, Non-profits, Financial Analysis, Entrepreneurship, Contract Negotiation, Negotiation, Organizational..., Retirement Planning, Nonprofits, Performance Management, Operations Management, Event Management, Analysis, Project Planning, Management Consulting, Loans, Leadership, Fixed Annuities, Executive Management, Team Leadership, Fundraising, Team Building, Start-ups, Leadership Development, Management, Insurance, Change Management, Credit, Project Management
Education
University of Alabama 1998 — 2000
Bachelors of Science, Business Management; Entrepreneurship and Small Business Management
Jefferson State Community College 1996 — 1998
Associate of Arts and Sciences (AAS), Business/Commerce, General
Dees Associates December 2005 - Present
Wachovia Securities August 2007 - September 2009
Sears November 2006 - July 2007
Alacom Finance May 2006 - September 2006
ITT Technical Institute August 2004 - May 2006
Initiative Seven January 2005 - May 2005
Heritage Kitchen January 2001 - April 2002
Skills
Business Planning, Strategic Planning, Business Development, Budgets, Investments, Business Strategy, Program Management, Sales, Finance, Banking, Sales Management, Forecasting, Accounting, Process Improvement, Marketing, Strategic Financial..., Customer Service, Public Relations, Retail, New Business Development, Coaching, Microsoft Excel, Non-profits, Financial Analysis, Entrepreneurship, Contract Negotiation, Negotiation, Organizational..., Retirement Planning, Nonprofits, Performance Management, Operations Management, Event Management, Analysis, Project Planning, Management Consulting, Loans, Leadership, Fixed Annuities, Executive Management, Team Leadership, Fundraising, Team Building, Start-ups, Leadership Development, Management, Insurance, Change Management, Credit, Project Management
Education
University of Alabama 1998 — 2000
Bachelors of Science, Business Management; Entrepreneurship and Small Business Management
Jefferson State Community College 1996 — 1998
Associate of Arts and Sciences (AAS), Business/Commerce, General
John Read John Read's Wachovia Securities Experience January 2008 - December 2009
Job Assistant Vice President, Financial Consultant, CRPC, Five Star Wealth Manager
Industry Financial Services
Experience
Citizens Investment Services September 2012 - Present
Wells Fargo Advisors, LLC May 2007 - August 2012
Wachovia Securities January 2008 - December 2009
AG Edwards & Sons March 2007 - January 2008
Atlantic Financial Services / Mortgage Matchmaker February 1992 - May 2007
General Physics September 1991 - February 1992
Analysis & Technology June 1982 - August 1991
Kaman Aerospace Corp March 1979 - June 1982
Electric Boat September 1973 - March 1979
Hartford National Bank September 1970 - June 1973
Skills
Investments, Financial Advisory, Retirement Planning, Estate Planning, College Savings Plans, 401k Rollovers, Life Insurance, Variable Annuities, Indexed Annuities, Wealth Management, Retirement, Mutual Funds, IRAs, Insurance, Portfolio Management, Mortgage Lending, Series 7, Investment Advisory, 401k, Management, Integrity, Series 63, Loans, Strategic Financial..., Fixed Annuities, Investment Strategies, Asset Allocation, Securities, Wealth, Finance, Financial Planning, Long-term Care, Series 65
Education
Lehigh University 1965 — 1969
BS, Marketing
Tabor Academy 1961 — 1965
HS, College Prep
Citizens Investment Services September 2012 - Present
Wells Fargo Advisors, LLC May 2007 - August 2012
Wachovia Securities January 2008 - December 2009
AG Edwards & Sons March 2007 - January 2008
Atlantic Financial Services / Mortgage Matchmaker February 1992 - May 2007
General Physics September 1991 - February 1992
Analysis & Technology June 1982 - August 1991
Kaman Aerospace Corp March 1979 - June 1982
Electric Boat September 1973 - March 1979
Hartford National Bank September 1970 - June 1973
Skills
Investments, Financial Advisory, Retirement Planning, Estate Planning, College Savings Plans, 401k Rollovers, Life Insurance, Variable Annuities, Indexed Annuities, Wealth Management, Retirement, Mutual Funds, IRAs, Insurance, Portfolio Management, Mortgage Lending, Series 7, Investment Advisory, 401k, Management, Integrity, Series 63, Loans, Strategic Financial..., Fixed Annuities, Investment Strategies, Asset Allocation, Securities, Wealth, Finance, Financial Planning, Long-term Care, Series 65
Education
Lehigh University 1965 — 1969
BS, Marketing
Tabor Academy 1961 — 1965
HS, College Prep
Louis Bosurgi Louis Bosurgi's Wachovia Securities Experience February 2007 - December 2008
Job NA at NA
Industry Health, Wellness and Fitness
Experience
NA April 2012 - Present
Wachovia Securities February 2007 - December 2008
Bosurgi & Associates LLC October 2005 - February 2007
iData Corp November 2004 - October 2005
Education
Lehigh University 2000 — 2003
Finance Degree
The Peddie School
NA April 2012 - Present
Wachovia Securities February 2007 - December 2008
Bosurgi & Associates LLC October 2005 - February 2007
iData Corp November 2004 - October 2005
Education
Lehigh University 2000 — 2003
Finance Degree
The Peddie School
Tom Steward Tom Steward's Wachovia Securities Experience April 2000 - July 2009
Job Senior Repo Associate at Capital One Auto Finance
Industry Financial Services
Experience
Capital One Auto Finance February 2013 - Present
North Carolina DOT January 2010 - January 2013
Wachovia Securities April 2000 - July 2009
Skills
10 Key, MS Office Suite, Account Reconciliation, Account Management, Customer Acquisition, Customer Service, Call Center, Cash Management, Quality Auditing, Simple IRA, Insurance Claims, General Insurance, Insurance, Microsoft Office, Accounting, Analysis, Call Centers, Human Resources, Management, Banking, Risk Management, Leadership, Microsoft Excel, Operations Management, Process Improvement, Team Building
Education
University of North Carolina at Greensboro 1991 — 1999
Bachelors of Science, Sports Medicine
Louisburg College
Associate of Arts Degree
Capital One Auto Finance February 2013 - Present
North Carolina DOT January 2010 - January 2013
Wachovia Securities April 2000 - July 2009
Skills
10 Key, MS Office Suite, Account Reconciliation, Account Management, Customer Acquisition, Customer Service, Call Center, Cash Management, Quality Auditing, Simple IRA, Insurance Claims, General Insurance, Insurance, Microsoft Office, Accounting, Analysis, Call Centers, Human Resources, Management, Banking, Risk Management, Leadership, Microsoft Excel, Operations Management, Process Improvement, Team Building
Education
University of North Carolina at Greensboro 1991 — 1999
Bachelors of Science, Sports Medicine
Louisburg College
Associate of Arts Degree
Paul Rinaldi Paul Rinaldi's Wachovia Securities Experience February 2003 - July 2006
Job Private Investor
Industry Financial Services
Experience
Avanti Investments, LLC January 2009 - Present
Searle & Company August 2006 - December 2008
Wachovia Securities February 2003 - July 2006
Morgan Stanley September 1983 - January 2003
Skills
Private Equity, Equities, Alternative Investments, Hedge Funds, Bonds, Capital Markets, Equity Research, Series 7, Bloomberg, Derivatives, Fixed Income, Series 63, Securities, Options, Equity Derivatives
Education
Lehigh University-MBA 1982 — 1983
MBA, Finance
Lehigh University - College of Business and Economics 1979 — 1982
BS, Finance and Marketing
Avanti Investments, LLC January 2009 - Present
Searle & Company August 2006 - December 2008
Wachovia Securities February 2003 - July 2006
Morgan Stanley September 1983 - January 2003
Skills
Private Equity, Equities, Alternative Investments, Hedge Funds, Bonds, Capital Markets, Equity Research, Series 7, Bloomberg, Derivatives, Fixed Income, Series 63, Securities, Options, Equity Derivatives
Education
Lehigh University-MBA 1982 — 1983
MBA, Finance
Lehigh University - College of Business and Economics 1979 — 1982
BS, Finance and Marketing
Serge Pevzner Serge Pevzner's Wachovia Securities Experience February 2001 - March 2002
Job Independent Financial Services Professional
Industry Financial Services
Experience
Fortune Futures LLC June 2003 - September 2006
World Co April 2002 - May 2003
Wachovia Securities February 2001 - March 2002
S.W. Bach March 2000 - February 2001
Skills
Equities, Trading, Investments, Technical Analysis, Due Diligence, Financial Risk, Portfolio Management, Fixed Income, Options, Capital Markets, Securities, Financial Markets, Finance, Mutual Funds, Derivatives, Economics, Bonds, Asset Management, Hedge Funds, Commodity, Alternative Investments, Risk Management, Financial Analysis, Financial Services
Education
Kingsborough Community College 1998 — 2000
New York Institute of Finance
Finance
Fortune Futures LLC June 2003 - September 2006
World Co April 2002 - May 2003
Wachovia Securities February 2001 - March 2002
S.W. Bach March 2000 - February 2001
Skills
Equities, Trading, Investments, Technical Analysis, Due Diligence, Financial Risk, Portfolio Management, Fixed Income, Options, Capital Markets, Securities, Financial Markets, Finance, Mutual Funds, Derivatives, Economics, Bonds, Asset Management, Hedge Funds, Commodity, Alternative Investments, Risk Management, Financial Analysis, Financial Services
Education
Kingsborough Community College 1998 — 2000
New York Institute of Finance
Finance
Nicholas C. Tibaldi's Wachovia Securities Experience January 2003 - November 2008
Job Branch Manager Financial Planner at Raymond James 36 Public Square, Ste 106 Willoughby, OH 44094 Phone 440.918.1414
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC November 2008 - Present
Wachovia Securities January 2003 - November 2008
A.G. Edwards May 1989 - January 2003
Skills
Series 7, Investment Advisory, Financial Planning, Wealth Management, Retirement Planning
Education
John Carroll University 1961 — 1965
AB in Classics, Classical Languages
Raymond James Financial Services, Inc. Member FINRA/SIPC November 2008 - Present
Wachovia Securities January 2003 - November 2008
A.G. Edwards May 1989 - January 2003
Skills
Series 7, Investment Advisory, Financial Planning, Wealth Management, Retirement Planning
Education
John Carroll University 1961 — 1965
AB in Classics, Classical Languages
Bret Stucker's Wachovia Securities Experience January 2009 - May 2009
Job Materials Coordinator Supply Chain at Ensco plc
Industry Oil & Energy
Experience
Ensco plc October 2014 - Present
Ensco plc April 2012 - October 2014
Ensco plc September 2011 - April 2012
Sterne Agee July 2009 - October 2009
Wachovia Securities January 2009 - May 2009
Wachovia Securities August 2007 - May 2008
Merrill Lynch June 2007 - August 2007
Skills
PowerPoint, Microsoft Office, Financial Analysis, Financial Modeling, Microsoft Excel, Negotiation, Project Management, Project Planning, Contract Management, Forecasting, Energy, Supply Chain, Purchasing, Procurement, Contract Negotiation, Data Analysis, Supplier Quality, Teamwork, Supply Chain..., Budgets, Supplier Development
Education
Loyola University New Orleans 2009 — 2011
MBA, Finance
University of Louisiana at Lafayette 2004 — 2008
Bachelor of Business Administration (BBA), Finance
Ensco plc October 2014 - Present
Ensco plc April 2012 - October 2014
Ensco plc September 2011 - April 2012
Sterne Agee July 2009 - October 2009
Wachovia Securities January 2009 - May 2009
Wachovia Securities August 2007 - May 2008
Merrill Lynch June 2007 - August 2007
Skills
PowerPoint, Microsoft Office, Financial Analysis, Financial Modeling, Microsoft Excel, Negotiation, Project Management, Project Planning, Contract Management, Forecasting, Energy, Supply Chain, Purchasing, Procurement, Contract Negotiation, Data Analysis, Supplier Quality, Teamwork, Supply Chain..., Budgets, Supplier Development
Education
Loyola University New Orleans 2009 — 2011
MBA, Finance
University of Louisiana at Lafayette 2004 — 2008
Bachelor of Business Administration (BBA), Finance
Mike Teegarden Mike Teegarden's Wachovia Securities Experience August 2004 - September 2007
Job Senior Vice President Wealth Management at The Main Street Group
Industry Financial Services
Experience
The Main Street Group May 2011 - Present
The Main Street Group April 2011 - Present
Anderson & Strudwick 2007 - May 2011
Wachovia Securities August 2004 - September 2007
Morgan Stanley July 2000 - August 2004
Skills
Retirement Planning, Strategic Financial..., Investments, Asset Allocation, Investment Advisory, Wealth Management, Securities, Mutual Funds, Series 7, Asset Managment, Financial Advisory, Fixed Annuities
Education
Virginia Commonwealth University 1992 — 1995
M.A., Administration
Marietta College 1981 — 1985
BA, English/History
The Main Street Group May 2011 - Present
The Main Street Group April 2011 - Present
Anderson & Strudwick 2007 - May 2011
Wachovia Securities August 2004 - September 2007
Morgan Stanley July 2000 - August 2004
Skills
Retirement Planning, Strategic Financial..., Investments, Asset Allocation, Investment Advisory, Wealth Management, Securities, Mutual Funds, Series 7, Asset Managment, Financial Advisory, Fixed Annuities
Education
Virginia Commonwealth University 1992 — 1995
M.A., Administration
Marietta College 1981 — 1985
BA, English/History
Rolfe Harden Rolfe Harden's Wachovia Securities Experience August 2008 - March 2009
Job Home Loan Advisor at Resolution Capital, L.P.
Industry Financial Services
Experience
Resolution Capital, L.P. August 2014 - Present
Harden SEO May 2011 - Present
imortgage November 2010 - April 2011
Nationstar Mortgage May 2009 - October 2010
WACHOVIA SECURITIES August 2008 - March 2009
DANIELS & ERICKSON FINANCIAL ADVISORY November 2006 - December 2007
MERRILL LYNCH & CO February 2004 - August 2006
COUNTRYWIDE HOME LOANS February 1996 - February 2004
COMMERCIAL NATIONAL BANK of DALLAS August 1988 - January 1996
Skills
SEO, Strategic Planning, Financial Analysis, Securities, Loan Origination, Leadership, Wealth Management, Executive Management, Business Strategy, Finance, Risk Management, Entrepreneurship, Credit Analysis, Asset Management, Business Development, Financial Modeling, Start-ups, Strategy
Education
Lamar University 1983 — 1988
Bachelor's Degree, Business Administration; Management Theory
The University of Texas at Austin 1985 — 1987
Business & Architecture
Resolution Capital, L.P. August 2014 - Present
Harden SEO May 2011 - Present
imortgage November 2010 - April 2011
Nationstar Mortgage May 2009 - October 2010
WACHOVIA SECURITIES August 2008 - March 2009
DANIELS & ERICKSON FINANCIAL ADVISORY November 2006 - December 2007
MERRILL LYNCH & CO February 2004 - August 2006
COUNTRYWIDE HOME LOANS February 1996 - February 2004
COMMERCIAL NATIONAL BANK of DALLAS August 1988 - January 1996
Skills
SEO, Strategic Planning, Financial Analysis, Securities, Loan Origination, Leadership, Wealth Management, Executive Management, Business Strategy, Finance, Risk Management, Entrepreneurship, Credit Analysis, Asset Management, Business Development, Financial Modeling, Start-ups, Strategy
Education
Lamar University 1983 — 1988
Bachelor's Degree, Business Administration; Management Theory
The University of Texas at Austin 1985 — 1987
Business & Architecture
Stan Allison Stan Allison's Wachovia Securities Experience 2004 - 2007
Job at Holocene LLC
Industry Capital Markets
Experience
Holocene LLC March 2011 - Present
Al Rajhi Capital March 2009 - June 2010
Allison & Hefner Partners January 2008 - April 2009
Wachovia Securities 2004 - 2007
Stone Cross LLC October 2001 - July 2004
Banc of America Securities 1998 - 2001
Bank of America 1980 - 2001
Skills
Negotiation, Financial Structuring, Private Equity, Loan Origination, Investment Banking, Capital Markets, Structured Finance, Valuation, Investments, Private Placements, Asset Management, Finance, Banking, Financial Analysis, Due Diligence, Financial Modeling, Restructuring, Corporate Finance, Project Finance, Portfolio Management, Credit
Education
University of Virginia Darden School of Business 1978 — 1980
MBA
Lafayette College 1972 — 1976
Woodberry Forest School 1968 — 1972
Holocene LLC March 2011 - Present
Al Rajhi Capital March 2009 - June 2010
Allison & Hefner Partners January 2008 - April 2009
Wachovia Securities 2004 - 2007
Stone Cross LLC October 2001 - July 2004
Banc of America Securities 1998 - 2001
Bank of America 1980 - 2001
Skills
Negotiation, Financial Structuring, Private Equity, Loan Origination, Investment Banking, Capital Markets, Structured Finance, Valuation, Investments, Private Placements, Asset Management, Finance, Banking, Financial Analysis, Due Diligence, Financial Modeling, Restructuring, Corporate Finance, Project Finance, Portfolio Management, Credit
Education
University of Virginia Darden School of Business 1978 — 1980
MBA
Lafayette College 1972 — 1976
Woodberry Forest School 1968 — 1972
Lisa Bonowicz Lisa Bonowicz's Wachovia Securities Experience July 2003 - September 2004
Job Owner Lisa Bonowicz Photography
Industry Photography
Experience
Lisa Bonowicz Photography 2010 - Present
The Orange Sparrow 2008 - Present
Freelance Interpreter ASL/English January 2011 - Present
Prudential Equity Group April 2005 - June 2007
Wachovia Securities July 2003 - September 2004
Prudential Securities Inc. July 1993 - July 2003
Skills
VSAM, COBOL, CICS, Fileaid, TSO, JCL, IBM Mainframe, Syncsort, Xpediter, ISPF, Intertest, CLIST, Programming, Building Management..., Interpreting, Visio, Trading Systems, Endeavor, Photography, Fine Art Photography, Leadership
Education
Kean University 1986 — 1993
BS, Computer Science
Ocean County College
Certificate of Proficiency, Interpreter Training Program (American Sign Language)
Lisa Bonowicz Photography 2010 - Present
The Orange Sparrow 2008 - Present
Freelance Interpreter ASL/English January 2011 - Present
Prudential Equity Group April 2005 - June 2007
Wachovia Securities July 2003 - September 2004
Prudential Securities Inc. July 1993 - July 2003
Skills
VSAM, COBOL, CICS, Fileaid, TSO, JCL, IBM Mainframe, Syncsort, Xpediter, ISPF, Intertest, CLIST, Programming, Building Management..., Interpreting, Visio, Trading Systems, Endeavor, Photography, Fine Art Photography, Leadership
Education
Kean University 1986 — 1993
BS, Computer Science
Ocean County College
Certificate of Proficiency, Interpreter Training Program (American Sign Language)
Barry Silver Barry Silver's Wachovia Securities Experience December 2005 - June 2009
Job Financial Advisor/Principal of Silver Financial Services
Industry Financial Services
Experience
Silver Financial Services June 2009 - Present
Wachovia Securities December 2005 - June 2009
Skills
Retirement Planning, Investments, Wealth Management, Strategic Financial..., Series 7, Mutual Funds, Portfolio Management, Retirement, Investment Advisory, Financial Analysis, Estate Planning, Insurance
Education
Loyola Marymount University, College of Business Administration 1972 — 1974
Accounting and Business/Management
University of California, Los Angeles 1960 — 1964
Silver Financial Services June 2009 - Present
Wachovia Securities December 2005 - June 2009
Skills
Retirement Planning, Investments, Wealth Management, Strategic Financial..., Series 7, Mutual Funds, Portfolio Management, Retirement, Investment Advisory, Financial Analysis, Estate Planning, Insurance
Education
Loyola Marymount University, College of Business Administration 1972 — 1974
Accounting and Business/Management
University of California, Los Angeles 1960 — 1964
Eric Rench Eric Rench's Wachovia Securities Experience December 2005 - August 2006
Job Business Analyst at Benevis
Industry Medical Practice
Experience
Benevis February 2014 - Present
Medical Management Professionals (MMP) August 2008 - February 2014
Renaissance Bank Advisors December 2006 - August 2008
Amerisave Mortgage Corporation August 2006 - October 2006
Wachovia Securities December 2005 - August 2006
Skills
Microsoft Excel, Management, Analysis, Portfolio Management, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Strategic Planning, Insurance, Budgets, Trending, Presentations, Process Improvement, Thinking Outside The Box, Business Efficiency, Time Management, Business Ethics, Forward Thinking, Sees the Big Picture, Reliable, Healthcare Management, Employee Relations, Training, Human Resources, Business Planning, Payroll, Recruiting, Office Management, Revenue Cycle Management, Revenue Cycle, Healthcare Analytics
Education
Kennesaw State University - Michael J. Coles College of Business 2002 — 2006
Bachelor, Finance
NCCS 1998 — 2002
Diploma
Benevis February 2014 - Present
Medical Management Professionals (MMP) August 2008 - February 2014
Renaissance Bank Advisors December 2006 - August 2008
Amerisave Mortgage Corporation August 2006 - October 2006
Wachovia Securities December 2005 - August 2006
Skills
Microsoft Excel, Management, Analysis, Portfolio Management, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Strategic Planning, Insurance, Budgets, Trending, Presentations, Process Improvement, Thinking Outside The Box, Business Efficiency, Time Management, Business Ethics, Forward Thinking, Sees the Big Picture, Reliable, Healthcare Management, Employee Relations, Training, Human Resources, Business Planning, Payroll, Recruiting, Office Management, Revenue Cycle Management, Revenue Cycle, Healthcare Analytics
Education
Kennesaw State University - Michael J. Coles College of Business 2002 — 2006
Bachelor, Finance
NCCS 1998 — 2002
Diploma
Tyeisha Robertson Tyeisha Robertson's Wachovia Securities Experience March 2006 - May 2009
Job Vice President at Chesterfield Steelers / Chalkley Rams
Industry Sports
Experience
Chesterfield Steelers / Chalkley Rams August 2013 - Present
Happy Heart Academy September 2009 - March 2011
Wachovia Securities March 2006 - May 2009
Wachovia Bank March 2003 - March 2006
US Navy December 1998 - November 2002
Skills
Troubleshooting, Access, Training, Customer Service, Management, Technical Support, Analysis, Networking, Testing, Call Centers, Marketing, Computer Hardware, Time Management, Telecommunications, Technical Writing, Hardware, Budgets, Recruiting, Software Installation, Event Management, Military, Security Clearance, DoD, Team Building, Process Improvement
Education
John Tyler Community College 2011 — 2013
Associate of Arts and Sciences (A.A.S.), Mechanical Engineering
United States Navy 1999 — 2000
Cryptologic Technical Maintenance
Manchester High School 1994 — 1998
Advanced Diploma, General Studies
Chesterfield Steelers / Chalkley Rams August 2013 - Present
Happy Heart Academy September 2009 - March 2011
Wachovia Securities March 2006 - May 2009
Wachovia Bank March 2003 - March 2006
US Navy December 1998 - November 2002
Skills
Troubleshooting, Access, Training, Customer Service, Management, Technical Support, Analysis, Networking, Testing, Call Centers, Marketing, Computer Hardware, Time Management, Telecommunications, Technical Writing, Hardware, Budgets, Recruiting, Software Installation, Event Management, Military, Security Clearance, DoD, Team Building, Process Improvement
Education
John Tyler Community College 2011 — 2013
Associate of Arts and Sciences (A.A.S.), Mechanical Engineering
United States Navy 1999 — 2000
Cryptologic Technical Maintenance
Manchester High School 1994 — 1998
Advanced Diploma, General Studies
Konstantin Aslanidi Konstantin Aslanidi's Wachovia Securities Experience October 2007 - January 2010
Job Vice President at Goldman Sachs
Industry Banking
Experience
Goldman Sachs January 2014 - Present
www.opentradingsystem.com February 2010 - December 2013
Wachovia Securities October 2007 - January 2010
Citi November 2006 - October 2007
Bank of America February 2004 - August 2006
El Paso Corp January 2002 - May 2002
Reliant Energy November 1999 - December 2001
Skills
Market Risk, Derivatives, C++, Python, CUDA, COM, Finite Element Analysis, Wavelets, VBA, Microsoft Excel, Fixed Income, Structured Products, Options, Equity Derivatives, Trading Systems, Hedge Funds, FX Options, Electronic Trading, Multithreading, Parallel Processing
Education
New York University 1994 — 2001
Ph.D., Mathematics
Lomonosov Moscow State University (MSU) 1986 — 1994
Ph.D., Physics
Goldman Sachs January 2014 - Present
www.opentradingsystem.com February 2010 - December 2013
Wachovia Securities October 2007 - January 2010
Citi November 2006 - October 2007
Bank of America February 2004 - August 2006
El Paso Corp January 2002 - May 2002
Reliant Energy November 1999 - December 2001
Skills
Market Risk, Derivatives, C++, Python, CUDA, COM, Finite Element Analysis, Wavelets, VBA, Microsoft Excel, Fixed Income, Structured Products, Options, Equity Derivatives, Trading Systems, Hedge Funds, FX Options, Electronic Trading, Multithreading, Parallel Processing
Education
New York University 1994 — 2001
Ph.D., Mathematics
Lomonosov Moscow State University (MSU) 1986 — 1994
Ph.D., Physics
Joe Malazo's Wachovia Securities Experience February 2002 - February 2006
Job Retail & Business Banking Professional, Highly Motivated Entrepreneur
Industry Banking
Experience
InTouch Credit Union March 2015 - Present
Bedrock Insurance March 2011 - Present
TD Bank 2011 - 2014
D & J Insurance Agency LLC February 2006 - March 2011
Wachovia Bank NA February 2002 - February 2006
Wachovia Securities February 2002 - February 2006
Nationwide Insurance 1997 - 2002
Riggs Bank 1992 - 1997
Skills
Insurance, Financial Analysis, Management, Banking, Finance, Business Development, Team Building, Risk Management, Credit, Project Management, Customer Service, Business Analysis, Small Business, Loans, Commercial Lending, Mortgage Lending, Investments, Portfolio Management, Small Business Lending, Retail Banking, Credit Analysis, Sales, New Business Development, Entrepreneurship, Relationship Management, Consumer Lending
Education
Marymount University 1987 — 1990
BA, Business Economics
Northern Virginia Community College 1985 — 1987
AAS, Business Management
InTouch Credit Union March 2015 - Present
Bedrock Insurance March 2011 - Present
TD Bank 2011 - 2014
D & J Insurance Agency LLC February 2006 - March 2011
Wachovia Bank NA February 2002 - February 2006
Wachovia Securities February 2002 - February 2006
Nationwide Insurance 1997 - 2002
Riggs Bank 1992 - 1997
Skills
Insurance, Financial Analysis, Management, Banking, Finance, Business Development, Team Building, Risk Management, Credit, Project Management, Customer Service, Business Analysis, Small Business, Loans, Commercial Lending, Mortgage Lending, Investments, Portfolio Management, Small Business Lending, Retail Banking, Credit Analysis, Sales, New Business Development, Entrepreneurship, Relationship Management, Consumer Lending
Education
Marymount University 1987 — 1990
BA, Business Economics
Northern Virginia Community College 1985 — 1987
AAS, Business Management
Dorothea Henry's Wachovia Securities Experience April 2005 - September 2007
Job Assistant Vice President, Social Media Manager at Union Bank & Trust
Industry Financial Services
Experience
Union Bank & Trust December 2010 - Present
First Market Bank September 2007 - March 2011
Wachovia Securities April 2005 - September 2007
American Embassy of Liberia March 2004 - April 2005
Blue Ridge Mountain Sports January 1999 - March 2003
Skills
Marketing, Leadership, Management, Social Media Marketing, Strategic Planning, Social Media, Strategy, Analytics, Marketing Strategy, Blogging, Fundraising, Customer Service, Business Development, Sales, Public Speaking, Financial Services, Research, Competitive Analysis, Program Development, Small Business, Branding & Identity, Community Development, Survey Design
Education
Lynchburg College 1994 — 1998
Bachelor of Arts (B.A.), Psychology
National Outdoor Leadership School 1997 — 1997
SSR-97, Leadership
Union Bank & Trust December 2010 - Present
First Market Bank September 2007 - March 2011
Wachovia Securities April 2005 - September 2007
American Embassy of Liberia March 2004 - April 2005
Blue Ridge Mountain Sports January 1999 - March 2003
Skills
Marketing, Leadership, Management, Social Media Marketing, Strategic Planning, Social Media, Strategy, Analytics, Marketing Strategy, Blogging, Fundraising, Customer Service, Business Development, Sales, Public Speaking, Financial Services, Research, Competitive Analysis, Program Development, Small Business, Branding & Identity, Community Development, Survey Design
Education
Lynchburg College 1994 — 1998
Bachelor of Arts (B.A.), Psychology
National Outdoor Leadership School 1997 — 1997
SSR-97, Leadership
Raghu Mamadgi Raghu Mamadgi's Wachovia Securities Experience 2005 - 2006
Job Software Development Engineer at Expedia, Inc.
Industry Computer Software
Experience
Expedia, Inc. January 2014 - Present
Vistaprint March 2012 - January 2014
SumTotal Systems September 2010 - April 2012
SumTotal Systems September 2009 - November 2010
SumTotal Systems May 2008 - August 2009
VistaPrint September 2006 - April 2008
Aflac July 2005 - June 2006
Wachovia Securities 2005 - 2006
Kansas State University September 2002 - May 2004
Skills
SaaS, Agile Methodologies, Microsoft SQL Server, Java Enterprise Edition, C#, SOA, Web Services, XML, SQL, Integration, Business Process, VB.NET, Project Management, WCF, Oracle, ASP, Object Oriented Design, ASP.NET, .NET
Education
Kansas State University 2002 — 2004
Masters, Computers science
Osmania University 1998 — 2002
BE, Computers science
Nrupatunga High School
St. Thomas Primary School, Chitaguppa
Expedia, Inc. January 2014 - Present
Vistaprint March 2012 - January 2014
SumTotal Systems September 2010 - April 2012
SumTotal Systems September 2009 - November 2010
SumTotal Systems May 2008 - August 2009
VistaPrint September 2006 - April 2008
Aflac July 2005 - June 2006
Wachovia Securities 2005 - 2006
Kansas State University September 2002 - May 2004
Skills
SaaS, Agile Methodologies, Microsoft SQL Server, Java Enterprise Edition, C#, SOA, Web Services, XML, SQL, Integration, Business Process, VB.NET, Project Management, WCF, Oracle, ASP, Object Oriented Design, ASP.NET, .NET
Education
Kansas State University 2002 — 2004
Masters, Computers science
Osmania University 1998 — 2002
BE, Computers science
Nrupatunga High School
St. Thomas Primary School, Chitaguppa
Garth Fry Garth Fry's Wachovia Securities Experience January 2008 - June 2008
Job Sales Manager at Wall Technology + Marketing, LLC
Industry Design
Experience
Wall Technology + Marketing, LLC September 2011 - Present
G-Fry Designs, LLC July 2001 - Present
The Advisory Board Company February 2010 - September 2011
Wall Technology + Marketing, LLC June 2009 - January 2010
Free Agents Marketing June 2008 - March 2009
Wachovia Securities January 2008 - June 2008
Lythos Studio August 2007 - December 2007
The Advisory Board Company August 2003 - July 2007
Skills
Adobe Creative Suite, Art Direction, Layout, Logo Design, Graphic Design, Web Design, Editing, Advertising, Marketing, InDesign, Adobe Acrobat, Graphics, Program Management, Illustration, Direct Mail, Brochures
Education
Longwood University 1998 — 2002
BFA, Graphic Design with Printmaking Concentration
Cox High School
Wall Technology + Marketing, LLC September 2011 - Present
G-Fry Designs, LLC July 2001 - Present
The Advisory Board Company February 2010 - September 2011
Wall Technology + Marketing, LLC June 2009 - January 2010
Free Agents Marketing June 2008 - March 2009
Wachovia Securities January 2008 - June 2008
Lythos Studio August 2007 - December 2007
The Advisory Board Company August 2003 - July 2007
Skills
Adobe Creative Suite, Art Direction, Layout, Logo Design, Graphic Design, Web Design, Editing, Advertising, Marketing, InDesign, Adobe Acrobat, Graphics, Program Management, Illustration, Direct Mail, Brochures
Education
Longwood University 1998 — 2002
BFA, Graphic Design with Printmaking Concentration
Cox High School
Douglas MacCormack Douglas MacCormack's Wachovia Securities Experience 2006 - 2009
Job Vice President/Financial Advisor at Fulton Financial Advisors
Industry Financial Services
Experience
Fulton Financial Advisors 2009 - Present
Wachovia Securities 2006 - 2009
PNC 2005 - 2006
Skills
Estate Planning, Retirement Planning, Series 7, Series 66, Life & Health Insurance...
Education
Lebanon Valley College 2000 — 2004
Bachelor’s Degree, Business Administration and Management, General
Lawrence Academy 1998 — 2000
High School
Fulton Financial Advisors 2009 - Present
Wachovia Securities 2006 - 2009
PNC 2005 - 2006
Skills
Estate Planning, Retirement Planning, Series 7, Series 66, Life & Health Insurance...
Education
Lebanon Valley College 2000 — 2004
Bachelor’s Degree, Business Administration and Management, General
Lawrence Academy 1998 — 2000
High School
Jose Alcantara Jose Alcantara's Wachovia Securities Experience July 2000 - February 2004
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2008 - Present
U.S. Trust January 2007 - June 2008
Merrill Lynch February 2005 - January 2007
Morgan Stanley February 2004 - February 2005
Wachovia Securities July 2000 - February 2004
Marsh August 1995 - July 2000
Skills
Equities, Fixed Income, Securities, Financial Services, Loans, Capital Markets
Education
Manhattan College 1996 — 2000
Bachelor of Science, Finance and Management
BNY Mellon June 2008 - Present
U.S. Trust January 2007 - June 2008
Merrill Lynch February 2005 - January 2007
Morgan Stanley February 2004 - February 2005
Wachovia Securities July 2000 - February 2004
Marsh August 1995 - July 2000
Skills
Equities, Fixed Income, Securities, Financial Services, Loans, Capital Markets
Education
Manhattan College 1996 — 2000
Bachelor of Science, Finance and Management
Scott Mulford Scott Mulford's Wachovia Securities Experience March 2005 - April 2009
Job Managing Principal, Senior Financial Advisor at Mulford Financial Consulting Group
Industry Financial Services
Experience
Wells Fargo Advisors April 2009 - Present
Wachovia Securities March 2005 - April 2009
Edward Jones March 1999 - March 2005
Skills
Financial Services, Investment Strategies, Retirement Planning, Wealth Preservation..., Securities, Retirement Savings, Retirement, investment planning, Insurance, Fixed Income Strategies, Asset Allocation, 401k Rollovers
Education
New York Institute of Technology 1984 — 1989
Master of Business Administration (MBA), MBA of Accounting
Long Island University 1979 — 1983
Bachelor of Science (B.S.), Major Marketing / Minor in Economic's
Wells Fargo Advisors April 2009 - Present
Wachovia Securities March 2005 - April 2009
Edward Jones March 1999 - March 2005
Skills
Financial Services, Investment Strategies, Retirement Planning, Wealth Preservation..., Securities, Retirement Savings, Retirement, investment planning, Insurance, Fixed Income Strategies, Asset Allocation, 401k Rollovers
Education
New York Institute of Technology 1984 — 1989
Master of Business Administration (MBA), MBA of Accounting
Long Island University 1979 — 1983
Bachelor of Science (B.S.), Major Marketing / Minor in Economic's
Steve Fraser, PMP Steve Fraser, PMP's Wachovia Securities Experience March 2007 - April 2009
Job VP, Project Management Mgr (Manager of Compliance App Team)
Industry Financial Services
Experience
Wells Fargo Advisors December 2013 - Present
Wells Fargo Advisors November 2011 - December 2013
Wells Fargo Advisors May 2009 - October 2011
Wachovia Securities March 2007 - April 2009
A. G. Edwards & Sons January 2001 - February 2007
Skills
PMP, Business Analysis, Project Portfolio..., Requirements Analysis, Vendor Management, MS Project, Visio, Requirements Gathering, Program Management, Project Management, Project Delivery, SharePoint, Risk Management, Process Improvement
Education
Lindenwood University 2004 — 2009
Bachelor of Arts (BA), Information Technology
Wells Fargo Advisors December 2013 - Present
Wells Fargo Advisors November 2011 - December 2013
Wells Fargo Advisors May 2009 - October 2011
Wachovia Securities March 2007 - April 2009
A. G. Edwards & Sons January 2001 - February 2007
Skills
PMP, Business Analysis, Project Portfolio..., Requirements Analysis, Vendor Management, MS Project, Visio, Requirements Gathering, Program Management, Project Management, Project Delivery, SharePoint, Risk Management, Process Improvement
Education
Lindenwood University 2004 — 2009
Bachelor of Arts (BA), Information Technology
Michael Palazzo Michael Palazzo's Wachovia Securities Experience June 1996 - March 2004
Job Vice President Investments at Capital One Investing
Industry Financial Services
Experience
Capital One Investing December 2014 - Present
UBS Financial Services Inc. March 2004 - December 2014
Wachovia Securities June 1996 - March 2004
Merrill Lynch September 1991 - June 1996
Skills
Investments, Series 7, Mutual Funds, Financial Analysis, Finance, Financial Modeling, Financial Planning, Series 63, Securities, Asset Management
Education
Le Moyne College 1984 — 1988
Bachelor of Science (B.S.), Business Administration and Management, General
Capital One Investing December 2014 - Present
UBS Financial Services Inc. March 2004 - December 2014
Wachovia Securities June 1996 - March 2004
Merrill Lynch September 1991 - June 1996
Skills
Investments, Series 7, Mutual Funds, Financial Analysis, Finance, Financial Modeling, Financial Planning, Series 63, Securities, Asset Management
Education
Le Moyne College 1984 — 1988
Bachelor of Science (B.S.), Business Administration and Management, General
Gregory Vogt Gregory Vogt's Wachovia Securities Experience January 2002 - March 2003
Job Sales Operations Manager at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey, Equipment Finance Group July 2014 - Present
SunTrust Bank September 2011 - June 2014
T. Rowe Price March 2008 - September 2011
T Rowe Price July 2006 - February 2008
T Rowe Price March 2004 - July 2006
T Rowe Price March 2003 - March 2004
Wachovia Securities January 2002 - March 2003
Skills
CRM, Risk Management, Competitive Analysis, Financial Modeling, Management, Leadership, Analysis, Portfolio Management, Business Intelligence, Investments, Salesforce.com, Reporting & Analysis, Group Presentations, Training Skills, Requirements Analysis, Training, CRM software, Business Analysis, Finance, Strategy, Financial Services, Lean Six Sigma, Pricing Strategy
Education
Loyola University Maryland 2006 — 2008
MBA, Business Finance
Loyola College in Maryland 1997 — 2001
BBA, Finance
SunTrust Robinson Humphrey, Equipment Finance Group July 2014 - Present
SunTrust Bank September 2011 - June 2014
T. Rowe Price March 2008 - September 2011
T Rowe Price July 2006 - February 2008
T Rowe Price March 2004 - July 2006
T Rowe Price March 2003 - March 2004
Wachovia Securities January 2002 - March 2003
Skills
CRM, Risk Management, Competitive Analysis, Financial Modeling, Management, Leadership, Analysis, Portfolio Management, Business Intelligence, Investments, Salesforce.com, Reporting & Analysis, Group Presentations, Training Skills, Requirements Analysis, Training, CRM software, Business Analysis, Finance, Strategy, Financial Services, Lean Six Sigma, Pricing Strategy
Education
Loyola University Maryland 2006 — 2008
MBA, Business Finance
Loyola College in Maryland 1997 — 2001
BBA, Finance
Richie Scialabba's Wachovia Securities Experience July 2008 - August 2008
Job AdMob Specialist/Account Manager Online Partnerships Group at Google
Industry Internet
Experience
Google September 2012 - Present
GE January 2009 - September 2012
Wachovia Securities July 2008 - August 2008
Skills
Hyperion Enterprise, SAP, Microsoft Excel, PowerPoint, Oracle, GBS, Finance, Supply Chain, Auditing, Management, Financial Analysis, Financial Modeling, Forecasting, Financial Reporting, Data Analysis, Strategic Financial..., Corporate Finance
Education
Penn State University 2006 — 2010
BS and BA, Finance and Economics
The Pennsylvania State University, Schreyer Honors College University 2006 — 2010
Bachelor of Science (BS), Finance, General
Maastricht University 2008 — 2008
Economic Integration of the EU
Google September 2012 - Present
GE January 2009 - September 2012
Wachovia Securities July 2008 - August 2008
Skills
Hyperion Enterprise, SAP, Microsoft Excel, PowerPoint, Oracle, GBS, Finance, Supply Chain, Auditing, Management, Financial Analysis, Financial Modeling, Forecasting, Financial Reporting, Data Analysis, Strategic Financial..., Corporate Finance
Education
Penn State University 2006 — 2010
BS and BA, Finance and Economics
The Pennsylvania State University, Schreyer Honors College University 2006 — 2010
Bachelor of Science (BS), Finance, General
Maastricht University 2008 — 2008
Economic Integration of the EU
Julie Applewhite's Wachovia Securities Experience May 2007 - May 2009
Job Management Consultant at CapTech
Industry Financial Services
Experience
CapTech February 2014 - Present
Capital One April 2011 - February 2014
Bluestone Process Dynamics, LLC. October 2009 - April 2011
Wachovia Securities May 2007 - May 2009
Genworth Financial August 2005 - February 2007
Genworth Financial August 2004 - August 2005
Bank of America July 2003 - September 2004
Bank of America May 2002 - July 2003
GE February 2000 - June 2002
GE February 1998 - January 2000
Skills
Process Improvement, Change Management, Six Sigma, Organizational..., Cross-functional Team..., Cross Functional Team..., Executive Coaching, Business Process..., P&L Management, Leadership, Succession Planning, Business Strategy, Project Management, Strategic Planning, Business Process..., Management
Education
Mary Baldwin College 1983 — 1987
Pulaski County High School 1980 — 1983
CapTech February 2014 - Present
Capital One April 2011 - February 2014
Bluestone Process Dynamics, LLC. October 2009 - April 2011
Wachovia Securities May 2007 - May 2009
Genworth Financial August 2005 - February 2007
Genworth Financial August 2004 - August 2005
Bank of America July 2003 - September 2004
Bank of America May 2002 - July 2003
GE February 2000 - June 2002
GE February 1998 - January 2000
Skills
Process Improvement, Change Management, Six Sigma, Organizational..., Cross-functional Team..., Cross Functional Team..., Executive Coaching, Business Process..., P&L Management, Leadership, Succession Planning, Business Strategy, Project Management, Strategic Planning, Business Process..., Management
Education
Mary Baldwin College 1983 — 1987
Pulaski County High School 1980 — 1983
Jeremy Hare Jeremy Hare's Wachovia Securities Experience April 1997 - April 2008
Job President / Managing Member at Apollo Search Partners LLC
Industry Staffing and Recruiting
Experience
Apollo Search Partners LLC September 2015 - Present
Ascendo Resources January 2015 - September 2015
EVERSTAFF International October 2013 - December 2014
Pride Technologies/Russell, Tobin & Associates, LLC January 2013 - October 2013
On-Air Talent, Finance Expert January 1999 - December 2012
Gilford Securities August 2011 - August 2012
Oppenheimer & Co. April 2008 - August 2011
Wachovia Securities April 1997 - April 2008
Greater Media Radio WPEN December 2004 - January 2008
CBS Radio September 1999 - June 2004
Skills
Entertainment, Marketing, Management, Television, Radio, Recruiting, Business Development, Account Management, Editing, Marketing Communications, Public Speaking, Finance, Program Management, Temporary Placement, Equities, Human Resources, Strategic Planning, Team Building, Entrepreneurship, Marketing Strategy, Employee Benefits, Budgets, Training, Start-ups, Fundraising, Time Management, Public Relations, Event Management, Leadership, Sales, CRM, Business Strategy, New Business Development, Market Research, Building Relationships, Mergers & Acquisitions, Online Advertising, Talent Acquisition, Social Media Marketing, Talent Management, Financial Analysis, Advertising, Strategic Partnerships, Event Planning, Social Media, Social Networking, Email Marketing, Temporary Staffing, Interviews, Strategy
Education
University of Hartford 1995 — 1996
Master's degree
University of Hartford 1992 — 1995
Louisiana State University 1990 — 1991
Wardlaw-Hartridge 1986 — 1990
High School
shackamaxon 1975 — 1983
Apollo Search Partners LLC September 2015 - Present
Ascendo Resources January 2015 - September 2015
EVERSTAFF International October 2013 - December 2014
Pride Technologies/Russell, Tobin & Associates, LLC January 2013 - October 2013
On-Air Talent, Finance Expert January 1999 - December 2012
Gilford Securities August 2011 - August 2012
Oppenheimer & Co. April 2008 - August 2011
Wachovia Securities April 1997 - April 2008
Greater Media Radio WPEN December 2004 - January 2008
CBS Radio September 1999 - June 2004
Skills
Entertainment, Marketing, Management, Television, Radio, Recruiting, Business Development, Account Management, Editing, Marketing Communications, Public Speaking, Finance, Program Management, Temporary Placement, Equities, Human Resources, Strategic Planning, Team Building, Entrepreneurship, Marketing Strategy, Employee Benefits, Budgets, Training, Start-ups, Fundraising, Time Management, Public Relations, Event Management, Leadership, Sales, CRM, Business Strategy, New Business Development, Market Research, Building Relationships, Mergers & Acquisitions, Online Advertising, Talent Acquisition, Social Media Marketing, Talent Management, Financial Analysis, Advertising, Strategic Partnerships, Event Planning, Social Media, Social Networking, Email Marketing, Temporary Staffing, Interviews, Strategy
Education
University of Hartford 1995 — 1996
Master's degree
University of Hartford 1992 — 1995
Louisiana State University 1990 — 1991
Wardlaw-Hartridge 1986 — 1990
High School
shackamaxon 1975 — 1983
Douglas Walsh Douglas Walsh's Wachovia Securities Experience October 1995 - August 2000
Job Commercial Real Estate Professional
Industry Commercial Real Estate
Experience
Radford University Foundation May 2011 - Present
The Lester Group Inc March 2005 - January 2011
Spring Lakes Homeowners Association January 2006 - November 2010
Lester Development Corporation 2006 - 2009
Robert G Pears, Inc October 2003 - February 2005
ABN AMRO September 2000 - October 2003
Wachovia Securities October 1995 - August 2000
Skills
Real Estate, Leases, Investments, Real Estate Development, Construction Management, Commercial Real Estate, Budgets, Construction, Asset Management, Due Diligence, Management, Real Estate Economics, Asset Managment, Real Estate Finance, Computer Network..., Leadership, Facilities Management, Property Management, Contract Negotiation, Strategic Planning
Education
Virginia Commonwealth University 1994 — 1995
Post Graduate work, Finance
Lynchburg College 1986 — 1990
BA, Economics
Radford University Foundation May 2011 - Present
The Lester Group Inc March 2005 - January 2011
Spring Lakes Homeowners Association January 2006 - November 2010
Lester Development Corporation 2006 - 2009
Robert G Pears, Inc October 2003 - February 2005
ABN AMRO September 2000 - October 2003
Wachovia Securities October 1995 - August 2000
Skills
Real Estate, Leases, Investments, Real Estate Development, Construction Management, Commercial Real Estate, Budgets, Construction, Asset Management, Due Diligence, Management, Real Estate Economics, Asset Managment, Real Estate Finance, Computer Network..., Leadership, Facilities Management, Property Management, Contract Negotiation, Strategic Planning
Education
Virginia Commonwealth University 1994 — 1995
Post Graduate work, Finance
Lynchburg College 1986 — 1990
BA, Economics
Jason Ruchelsman Jason Ruchelsman's Wachovia Securities Experience June 2006 - July 2008
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse November 2014 - Present
Credit Suisse October 2010 - November 2014
Seabury Group July 2008 - October 2010
Wachovia Securities June 2006 - July 2008
Skills
Financial Modeling, Strategy, Due Diligence, Portfolio Management, Derivatives, Program Management, Structured Finance, Asset Based Lending, Aircraft Leasing, Financial Structuring, Analysis, Valuation, Financial Risk, Private Equity, Investments, Risk Management, Bonds, Investment Banking, Capital Markets, Fixed Income
Education
Massachusetts Institute of Technology 2002 — 2006
BS, Aerospace Engineering
Frisch 1998 — 2002
Kushner Academy
Credit Suisse November 2014 - Present
Credit Suisse October 2010 - November 2014
Seabury Group July 2008 - October 2010
Wachovia Securities June 2006 - July 2008
Skills
Financial Modeling, Strategy, Due Diligence, Portfolio Management, Derivatives, Program Management, Structured Finance, Asset Based Lending, Aircraft Leasing, Financial Structuring, Analysis, Valuation, Financial Risk, Private Equity, Investments, Risk Management, Bonds, Investment Banking, Capital Markets, Fixed Income
Education
Massachusetts Institute of Technology 2002 — 2006
BS, Aerospace Engineering
Frisch 1998 — 2002
Kushner Academy
Lillian Scott, MA Lillian Scott, MA's Wachovia Securities Experience October 2008 - October 2009
Job Project Manager/Analyst Software Development, Biomedical Systems
Industry Medical Devices
Experience
Biomedical Systems September 2013 - Present
True Manufacturing February 2013 - September 2013
Thomson Reuters May 2012 - February 2013
Thomson Reuters April 2011 - May 2012
Thomson Reuters January 2010 - March 2011
Thomson Reuters October 2009 - January 2010
Wachovia Securities October 2008 - October 2009
AT&T October 2003 - October 2008
CitiFinancial June 2002 - October 2003
Anheuser Busch June 2000 - May 2002
Skills
Business Analysis, SharePoint, Project Management, Access, Analysis, Management, Databases, Account Management, Vendor Management, Testing, SDLC, Business Strategy, Requirements Analysis, Visio, Requirements Gathering, Process Improvement, Data Analysis, Team Leadership, Business Requirements, SQL, Software Documentation, Networking, Integration, CRM, Software Project..., MS Project, Market Data, Windows, Leadership
Education
International Institute for Learning 2012 — 2013
Certificate, Project Management Certificate
Lindenwood University 2006 — 2008
Masters of Arts, Media Communication
Saint Louis University 1998 — 2002
Bachelor of Science, Management Info Systems
Hazelwood Central 1994 — 1998
High School Diploma
Biomedical Systems September 2013 - Present
True Manufacturing February 2013 - September 2013
Thomson Reuters May 2012 - February 2013
Thomson Reuters April 2011 - May 2012
Thomson Reuters January 2010 - March 2011
Thomson Reuters October 2009 - January 2010
Wachovia Securities October 2008 - October 2009
AT&T October 2003 - October 2008
CitiFinancial June 2002 - October 2003
Anheuser Busch June 2000 - May 2002
Skills
Business Analysis, SharePoint, Project Management, Access, Analysis, Management, Databases, Account Management, Vendor Management, Testing, SDLC, Business Strategy, Requirements Analysis, Visio, Requirements Gathering, Process Improvement, Data Analysis, Team Leadership, Business Requirements, SQL, Software Documentation, Networking, Integration, CRM, Software Project..., MS Project, Market Data, Windows, Leadership
Education
International Institute for Learning 2012 — 2013
Certificate, Project Management Certificate
Lindenwood University 2006 — 2008
Masters of Arts, Media Communication
Saint Louis University 1998 — 2002
Bachelor of Science, Management Info Systems
Hazelwood Central 1994 — 1998
High School Diploma
Dan Clinton's Wachovia Securities Experience March 2005 - October 2007
Job
Industry Staffing and Recruiting
Experience
Kelly Services April 2010 - Present
Kelly Services January 2010 - April 2012
Kelly Services June 2008 - January 2010
Wachovia Securities March 2005 - October 2007
Accenture June 1997 - October 2004
UBS Investment Bank (Fixed Income, Rates, and Currencies) 2003 - 2003
AT&T Capital Corp. February 1992 - June 1997
Skills
Process Engineering, Forecasting, Budgeting, Negotiation, Vendor Management, Business Analysis, Strategic Planning, Finance, Process Improvement, Financial Analysis, Business Development, Project Management, Account Management, Change Management, New Business Development, Financial Services, Budgets, Management, Business Intelligence, CRM, Business Intelligence..., Tableau, Cognos, Data Analytics, Leadership, Strategic Visionary, Operational Improvement, Team Management, Data Warehousing, Consulting
Education
Loyola University of Chicago - Graduate School of Business
MBA
Loyola University of Chicago
BA
Detroit Catholic Central
Kelly Services April 2010 - Present
Kelly Services January 2010 - April 2012
Kelly Services June 2008 - January 2010
Wachovia Securities March 2005 - October 2007
Accenture June 1997 - October 2004
UBS Investment Bank (Fixed Income, Rates, and Currencies) 2003 - 2003
AT&T Capital Corp. February 1992 - June 1997
Skills
Process Engineering, Forecasting, Budgeting, Negotiation, Vendor Management, Business Analysis, Strategic Planning, Finance, Process Improvement, Financial Analysis, Business Development, Project Management, Account Management, Change Management, New Business Development, Financial Services, Budgets, Management, Business Intelligence, CRM, Business Intelligence..., Tableau, Cognos, Data Analytics, Leadership, Strategic Visionary, Operational Improvement, Team Management, Data Warehousing, Consulting
Education
Loyola University of Chicago - Graduate School of Business
MBA
Loyola University of Chicago
BA
Detroit Catholic Central
Miguel Barrientos's Wachovia Securities Experience September 2000 - September 2001
Job Founder at IndexMundi
Industry Information Technology and Services
Experience
Quaero July 2008 - November 2010
Bank of America December 2007 - May 2008
Premier July 2006 - November 2007
Keane July 2005 - December 2005
Cytek October 2001 - June 2005
Wachovia Securities September 2000 - September 2001
Wachovia February 1998 - September 2000
First Union 1998 - 1999
Anubis October 1996 - January 1998
MicroStrategy September 1995 - September 1996
Skills
Business Intelligence, Data Warehousing, Web Applications, Dashboards, Balanced Scorecard, Performance Tuning, ETL, Dimensional Modeling, Netezza, Microstrategy, Dashboard, Analytics, Big Data, Business Analysis, Business Analytics, Business Intelligence..., Data Integration, Data Mining, Data Modeling, Data Warehouse..., OLAP, Predictive Analytics, Consulting, Management, MicroStrategy
Education
Massachusetts Institute of Technology 1993 — 1995
MS
Massachusetts Institute of Technology 1989 — 1993
BS
Quaero July 2008 - November 2010
Bank of America December 2007 - May 2008
Premier July 2006 - November 2007
Keane July 2005 - December 2005
Cytek October 2001 - June 2005
Wachovia Securities September 2000 - September 2001
Wachovia February 1998 - September 2000
First Union 1998 - 1999
Anubis October 1996 - January 1998
MicroStrategy September 1995 - September 1996
Skills
Business Intelligence, Data Warehousing, Web Applications, Dashboards, Balanced Scorecard, Performance Tuning, ETL, Dimensional Modeling, Netezza, Microstrategy, Dashboard, Analytics, Big Data, Business Analysis, Business Analytics, Business Intelligence..., Data Integration, Data Mining, Data Modeling, Data Warehouse..., OLAP, Predictive Analytics, Consulting, Management, MicroStrategy
Education
Massachusetts Institute of Technology 1993 — 1995
MS
Massachusetts Institute of Technology 1989 — 1993
BS
Hai Po Sun's Wachovia Securities Experience September 2005 - January 2007
Job Partner at Canal Street LLC
Industry Investment Banking
Experience
PROMYS Foundation April 2013 - Present
Canal Street LLC July 2009 - Present
Tradelink June 2007 - December 2008
Wachovia Securities September 2005 - January 2007
Amaranth 2002 - August 2005
J.P. Morgan Investment Bank 2001 - 2002
FOLIOfn 2000 - 2001
J.P. Morgan Asset Management 1997 - 2000
J.P. Morgan Singapore May 1996 - September 1996
Skills
Trading, Equities, Trading Systems, Hedge Funds, Portfolio Management, Electronic Trading, Fixed Income, Capital Markets, Proprietary Trading, Strategy, Asset Allocation, Hedging, Derivatives, Investments, Equity Research, Securities, FX Options, Structured Products, Valuation, Mutual Funds, Investment Management, Prime Brokerage, Swaps, Alternative Investments, Options, Credit Derivatives, Interest Rate..., Quantitative Analytics, Series 7, Asset Management, Emerging Markets, Portfolio Optimization, Market Risk, Equity Trading, Investment Strategies, Bloomberg, Risk Management, Trading Strategies, Investment Banking, Financial Modeling, Structured Finance, Commodity Markets, Commodity, Market Data, Series 63, ETFs, Equity Derivatives, Financial Markets, Venture Capital, Financial Structuring
Education
Massachusetts Institute of Technology 1996 — 1997
Masters of Science, Computer Science
Massachusetts Institute of Technology 1992 — 1996
Bachelors of Science, Computer Science
PROMYS Foundation April 2013 - Present
Canal Street LLC July 2009 - Present
Tradelink June 2007 - December 2008
Wachovia Securities September 2005 - January 2007
Amaranth 2002 - August 2005
J.P. Morgan Investment Bank 2001 - 2002
FOLIOfn 2000 - 2001
J.P. Morgan Asset Management 1997 - 2000
J.P. Morgan Singapore May 1996 - September 1996
Skills
Trading, Equities, Trading Systems, Hedge Funds, Portfolio Management, Electronic Trading, Fixed Income, Capital Markets, Proprietary Trading, Strategy, Asset Allocation, Hedging, Derivatives, Investments, Equity Research, Securities, FX Options, Structured Products, Valuation, Mutual Funds, Investment Management, Prime Brokerage, Swaps, Alternative Investments, Options, Credit Derivatives, Interest Rate..., Quantitative Analytics, Series 7, Asset Management, Emerging Markets, Portfolio Optimization, Market Risk, Equity Trading, Investment Strategies, Bloomberg, Risk Management, Trading Strategies, Investment Banking, Financial Modeling, Structured Finance, Commodity Markets, Commodity, Market Data, Series 63, ETFs, Equity Derivatives, Financial Markets, Venture Capital, Financial Structuring
Education
Massachusetts Institute of Technology 1996 — 1997
Masters of Science, Computer Science
Massachusetts Institute of Technology 1992 — 1996
Bachelors of Science, Computer Science
Mark Guile's Wachovia Securities Experience June 2007 - August 2007
Job VP at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities July 2008 - Present
Wachovia Securities June 2007 - August 2007
Citigroup July 2003 - July 2006
Salomon Smith Barney (Citigroup) July 2000 - June 2003
Skills
Financial Modeling, Capital Markets, Investment Banking
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
Massachusetts Institute of Technology 1996 — 2000
BS, Mechanical Engineering
Phillips Academy, Andover 1993 — 1996
SAISR
Wells Fargo Securities July 2008 - Present
Wachovia Securities June 2007 - August 2007
Citigroup July 2003 - July 2006
Salomon Smith Barney (Citigroup) July 2000 - June 2003
Skills
Financial Modeling, Capital Markets, Investment Banking
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
Massachusetts Institute of Technology 1996 — 2000
BS, Mechanical Engineering
Phillips Academy, Andover 1993 — 1996
SAISR
Srinivas Padmanabhan's Wachovia Securities Experience November 2005 - March 2007
Job Vice President, Global Technology, JP Morgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. September 2013 - Present
Bank of America June 2010 - September 2013
TSG Consulting October 2009 - October 2010
Bank of America March 2006 - September 2009
Wachovia Securities November 2005 - March 2007
Juniper Networks February 2004 - November 2005
Strategic Resources August 2002 - December 2003
Education
University of Louisiana at Lafayette 2000 — 2002
Master of Science, Computer Science
Fr. CRIT 1994 — 1998
Kendriya Vidyalaya
Texas A&M University-Kingsville
JPMorgan Chase & Co. September 2013 - Present
Bank of America June 2010 - September 2013
TSG Consulting October 2009 - October 2010
Bank of America March 2006 - September 2009
Wachovia Securities November 2005 - March 2007
Juniper Networks February 2004 - November 2005
Strategic Resources August 2002 - December 2003
Education
University of Louisiana at Lafayette 2000 — 2002
Master of Science, Computer Science
Fr. CRIT 1994 — 1998
Kendriya Vidyalaya
Texas A&M University-Kingsville
Raghav Gupta's Wachovia Securities Experience May 2006 - June 2009
Job Senior Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2010 - Present
Fidelity Investments October 2009 - September 2010
Barclays Capital July 2009 - October 2009
Wachovia Securities May 2006 - June 2009
Kaiser Permanente April 2004 - May 2006
Symantec August 2003 - March 2004
Skills
Software Quality..., SDLC, Visio, Requirements Analysis, Business Analysis, Requirements Gathering, User Acceptance Testing, Quality Center, Waterfall, Production Support
Education
University of Louisiana at Lafayette 2000 — 2002
MS, Computer Science
Mahatma Jyotiba Phule (MJP) Rohilkhand University 1996 — 2000
Bachelor of Tecnology, Computer Science
Fidelity Investments September 2010 - Present
Fidelity Investments October 2009 - September 2010
Barclays Capital July 2009 - October 2009
Wachovia Securities May 2006 - June 2009
Kaiser Permanente April 2004 - May 2006
Symantec August 2003 - March 2004
Skills
Software Quality..., SDLC, Visio, Requirements Analysis, Business Analysis, Requirements Gathering, User Acceptance Testing, Quality Center, Waterfall, Production Support
Education
University of Louisiana at Lafayette 2000 — 2002
MS, Computer Science
Mahatma Jyotiba Phule (MJP) Rohilkhand University 1996 — 2000
Bachelor of Tecnology, Computer Science
Jack Kornmann's Wachovia Securities Experience October 2007 - 2008
Job Apps System Engineer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors 2008 - Present
Wachovia Securities October 2007 - 2008
A. G. Edwards June 1994 - October 2007
Boeing September 1989 - June 1994
Skills
Autosys, Unix Shell Scripting, PL/SQL, Unix, Visual Basic, SQL, Data Analysis, Application Development, SDLC, Visio, Business Analysis, Requirements Analysis, Integration, Requirements Gathering, Leadership, Enterprise Architecture, Oracle 10g, Oracle 11g, C#, Linq, Batch, SharePoint, Microsoft SQL Server, Vendor Management, Oracle, Databases, Agile Methodologies, Data Warehousing, Testing, Process Improvement, C#, Microsoft Office
Education
Maryville University of Saint Louis 1986 — 1991
Bachelor of Applied Science (B.A.Sc.), Management Information Systems
Parkway South High School 1982 — 1986
Wells Fargo Advisors 2008 - Present
Wachovia Securities October 2007 - 2008
A. G. Edwards June 1994 - October 2007
Boeing September 1989 - June 1994
Skills
Autosys, Unix Shell Scripting, PL/SQL, Unix, Visual Basic, SQL, Data Analysis, Application Development, SDLC, Visio, Business Analysis, Requirements Analysis, Integration, Requirements Gathering, Leadership, Enterprise Architecture, Oracle 10g, Oracle 11g, C#, Linq, Batch, SharePoint, Microsoft SQL Server, Vendor Management, Oracle, Databases, Agile Methodologies, Data Warehousing, Testing, Process Improvement, C#, Microsoft Office
Education
Maryville University of Saint Louis 1986 — 1991
Bachelor of Applied Science (B.A.Sc.), Management Information Systems
Parkway South High School 1982 — 1986
Sid Nargundkar's Wachovia Securities Experience October 2010 - October 2010
Job Equity Analyst at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust October 2010 - Present
Wachovia Securities October 2010 - October 2010
Wells Fargo Securities 2007 - 2010
Wells Fargo 2007 - 2010
Oracle 2003 - 2005
Education
Massachusetts Institute of Technology 1998 — 2003
Atlantic Trust October 2010 - Present
Wachovia Securities October 2010 - October 2010
Wells Fargo Securities 2007 - 2010
Wells Fargo 2007 - 2010
Oracle 2003 - 2005
Education
Massachusetts Institute of Technology 1998 — 2003
Bradford Hu's Wachovia Securities Experience July 2005 - September 2006
Job Chief Risk Officer
Industry Banking
Experience
Citi January 2013 - Present
Citigroup 2008 - December 2013
Morgan Stanley September 2006 - July 2008
Wachovia Securities July 2005 - September 2006
Morgan Stanley August 1989 - June 2005
Shearson Lehman Hutton June 1988 - August 1988
Morgan Stanley March 1985 - August 1987
Comsat Labs June 1984 - February 1985
Education
The Tuck School of Business at Dartmouth 1987 — 1989
MBA, Finance
Massachusetts Institute of Technology 1980 — 1985
SB and SM, Electrical Engineering and Computer Science
Citi January 2013 - Present
Citigroup 2008 - December 2013
Morgan Stanley September 2006 - July 2008
Wachovia Securities July 2005 - September 2006
Morgan Stanley August 1989 - June 2005
Shearson Lehman Hutton June 1988 - August 1988
Morgan Stanley March 1985 - August 1987
Comsat Labs June 1984 - February 1985
Education
The Tuck School of Business at Dartmouth 1987 — 1989
MBA, Finance
Massachusetts Institute of Technology 1980 — 1985
SB and SM, Electrical Engineering and Computer Science
Deborah Piper's Wachovia Securities Experience 2004 - 2004
Job Sr Business Process Documentation Analyst at ThyssenKrupp Elevator Americas
Industry Writing and Editing
Experience
ThyssenKrupp Elevator Americas July 2014 - Present
ThyssenKrupp July 2010 - Present
Piper Design, LLC March 2010 - Present
ThyssenKrupp Elevator A/S July 2009 - July 2010
Pebble Brooke HOA 2003 - 2010
MDI IT Workforce Solutions July 2008 - April 2009
IPC (USA), Inc. October 2007 - November 2007
Wachovia Securities 2004 - 2004
Oracle USA 1998 - 2003
Skills
ERP, Oracle Applications, Oracle HR, Oracle, Business Process, Oracle E-Business Suite, Training, Integration, E-Learning, Software Documentation, Project Management, Process Improvement, Visio, Business Analysis, Program Management, Change Management, Instructional Design, Business Process..., Consulting, SharePoint, CRM
Education
Louisiana State University in Shreveport 1987 — 1991
Bachelor of Science (BS), Marketing
ThyssenKrupp Elevator Americas July 2014 - Present
ThyssenKrupp July 2010 - Present
Piper Design, LLC March 2010 - Present
ThyssenKrupp Elevator A/S July 2009 - July 2010
Pebble Brooke HOA 2003 - 2010
MDI IT Workforce Solutions July 2008 - April 2009
IPC (USA), Inc. October 2007 - November 2007
Wachovia Securities 2004 - 2004
Oracle USA 1998 - 2003
Skills
ERP, Oracle Applications, Oracle HR, Oracle, Business Process, Oracle E-Business Suite, Training, Integration, E-Learning, Software Documentation, Project Management, Process Improvement, Visio, Business Analysis, Program Management, Change Management, Instructional Design, Business Process..., Consulting, SharePoint, CRM
Education
Louisiana State University in Shreveport 1987 — 1991
Bachelor of Science (BS), Marketing
Eric Brey CFA's Wachovia Securities Experience May 2003 - August 2003
Job Regional Director at Legg Mason
Industry Financial Services
Experience
Legg Mason August 2014 - Present
BlackRock March 2008 - July 2014
Bloomberg Financial Markets August 2006 - February 2008
Wachovia Securities May 2003 - August 2003
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Bonds, Private Equity, Risk Management, Securities, Series 63, Financial Services, Hedge Funds, Investment Management, Mutual Funds, Investments, Valuation, Wealth Management, Capital Markets, Derivatives, ETFs, Equities, Financial Analysis, Financial Modeling
Education
Lehigh University - College of Business and Economics 2004 — 2006
Legg Mason August 2014 - Present
BlackRock March 2008 - July 2014
Bloomberg Financial Markets August 2006 - February 2008
Wachovia Securities May 2003 - August 2003
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Bonds, Private Equity, Risk Management, Securities, Series 63, Financial Services, Hedge Funds, Investment Management, Mutual Funds, Investments, Valuation, Wealth Management, Capital Markets, Derivatives, ETFs, Equities, Financial Analysis, Financial Modeling
Education
Lehigh University - College of Business and Economics 2004 — 2006
Bobby Vincent's Wachovia Securities Experience October 2008 - January 2009
Job AVP at JP Morgan Chase
Industry Banking
Experience
JP Morgan Chase November 2010 - Present
Bank of America April 2010 - October 2010
LSI Logic February 2009 - March 2010
Wachovia Securities October 2008 - January 2009
Infosys Technologies Ltd January 2006 - October 2008
AT&T 2007 - 2008
Accenture July 2005 - December 2005
Education
Mahatma Gandhi University 2001 — 2005
JP Morgan Chase November 2010 - Present
Bank of America April 2010 - October 2010
LSI Logic February 2009 - March 2010
Wachovia Securities October 2008 - January 2009
Infosys Technologies Ltd January 2006 - October 2008
AT&T 2007 - 2008
Accenture July 2005 - December 2005
Education
Mahatma Gandhi University 2001 — 2005
Leigh Pritchett's Wachovia Securities Experience December 2007 - Present
Job Control Analyst at Wachovia Securities
Industry Financial Services
Experience
Wachovia Securities December 2007 - Present
Wachovia Securities May 2006 - December 2007
ACAC Fitness & Wellness Center November 2002 - May 2006
Education
Longwood University 1998 — 2002
Bachelors, Sociology
Wachovia Securities December 2007 - Present
Wachovia Securities May 2006 - December 2007
ACAC Fitness & Wellness Center November 2002 - May 2006
Education
Longwood University 1998 — 2002
Bachelors, Sociology
Slava Motuzenko's Wachovia Securities Experience October 2000 - June 2003
Job Investment Professional
Industry Investment Management
Experience
Triage Capital July 2004 - January 2012
Wachovia Securities October 2000 - June 2003
Skills
High Yield, Special Situations, Capital Structure, Convertible Bonds, Leveraged Finance, Debt, Risk Arbitrage, Event Driven, Relative Value, Arbitrage, Equities, Healthcare, Investments, Emerging Markets, Trading, Proprietary Trading, Equity Valuation, Capital Markets, Hedge Funds, Financial Modeling, Portfolio Management, Valuation
Education
University of Rochester - Simon Business School 1998 — 2000
MBA, Finance, Accounting
New York University 1996 — 1998
MS, Chemistry
Московский Государственный Университет им. М.В. Ломоносова (МГУ) 1989 — 1994
BS, Chemistry
Triage Capital July 2004 - January 2012
Wachovia Securities October 2000 - June 2003
Skills
High Yield, Special Situations, Capital Structure, Convertible Bonds, Leveraged Finance, Debt, Risk Arbitrage, Event Driven, Relative Value, Arbitrage, Equities, Healthcare, Investments, Emerging Markets, Trading, Proprietary Trading, Equity Valuation, Capital Markets, Hedge Funds, Financial Modeling, Portfolio Management, Valuation
Education
University of Rochester - Simon Business School 1998 — 2000
MBA, Finance, Accounting
New York University 1996 — 1998
MS, Chemistry
Московский Государственный Университет им. М.В. Ломоносова (МГУ) 1989 — 1994
BS, Chemistry
Benjamin Kline, CFA's Wachovia Securities Experience November 2003 - May 2006
Job SVP at PNC Financial Services
Industry Banking
Experience
PNC January 2015 - Present
PNC June 2012 - Present
PNC November 2009 - June 2012
PNC January 2009 - August 2009
PNC November 2008 - January 2009
PNC June 2006 - November 2008
Wachovia Securities November 2003 - May 2006
McCabe Heidrich & Wong September 2002 - October 2003
Skills
Commercial Lending, Credit, Loans, Commercial Banking, Portfolio Management, Valuation, Credit Risk, Management, Banking, Financial Analysis, Investment Properties, Commercial Real Estate, Risk Management, Credit Analysis, Financial Modeling, Capital Markets, Financial Risk, Mortgage Lending
Education
Lehigh University - College of Business and Economics 1998 — 2002
Finance, Finance, Accounting
Hempfield High School
PNC January 2015 - Present
PNC June 2012 - Present
PNC November 2009 - June 2012
PNC January 2009 - August 2009
PNC November 2008 - January 2009
PNC June 2006 - November 2008
Wachovia Securities November 2003 - May 2006
McCabe Heidrich & Wong September 2002 - October 2003
Skills
Commercial Lending, Credit, Loans, Commercial Banking, Portfolio Management, Valuation, Credit Risk, Management, Banking, Financial Analysis, Investment Properties, Commercial Real Estate, Risk Management, Credit Analysis, Financial Modeling, Capital Markets, Financial Risk, Mortgage Lending
Education
Lehigh University - College of Business and Economics 1998 — 2002
Finance, Finance, Accounting
Hempfield High School
Theresa Manderski, CAMS's Wachovia Securities Experience November 2004 - September 2005
Job First Vice President Compliance Manager at Regional Broker Dealer
Industry Financial Services
Experience
Regional Broker Dealer September 2014 - Present
BB&T Securities, LLC June 2008 - September 2014
Davenport & Company LLC September 2005 - June 2008
Wachovia Securities November 2004 - September 2005
Wachovia Securities January 2003 - November 2004
Ryan Beck & Co. January 1998 - January 2003
Skills
Supervision, Series 7, Securities, FINRA, AML, Investments, Series 24, Risk Management, Investment Advisory, Trading, OFAC, Fixed Income, Uniform Combined State..., Alternative Investments, Investment Management, KYC, Anti Money Laundering, Financial Services, Mutual Funds
Education
John Tyler Community College 2014 — 2016
General Studies - Transfer, Sociology
Regional Broker Dealer September 2014 - Present
BB&T Securities, LLC June 2008 - September 2014
Davenport & Company LLC September 2005 - June 2008
Wachovia Securities November 2004 - September 2005
Wachovia Securities January 2003 - November 2004
Ryan Beck & Co. January 1998 - January 2003
Skills
Supervision, Series 7, Securities, FINRA, AML, Investments, Series 24, Risk Management, Investment Advisory, Trading, OFAC, Fixed Income, Uniform Combined State..., Alternative Investments, Investment Management, KYC, Anti Money Laundering, Financial Services, Mutual Funds
Education
John Tyler Community College 2014 — 2016
General Studies - Transfer, Sociology
Bob Conaty's Wachovia Securities Experience November 2001 - May 2005
Job Vice President Wealth Management at Coburn & Meredith, Inc. Established 1934
Industry Financial Services
Experience
Coburn & Meredith, Inc. 2005 - Present
Wachovia Securities November 2001 - May 2005
Morgan Stanley March 1988 - November 2001
Skills
Financial Services, Investments, Retirement Planning, Portfolio Management, Mutual Funds, Securities, Finance, Management, Strategic Planning, Retirement, IRAs, Business Development, Risk Management, Wealth Management, Alternative Investments
Education
Johnson State College 1979 — 1983
Coburn & Meredith, Inc. 2005 - Present
Wachovia Securities November 2001 - May 2005
Morgan Stanley March 1988 - November 2001
Skills
Financial Services, Investments, Retirement Planning, Portfolio Management, Mutual Funds, Securities, Finance, Management, Strategic Planning, Retirement, IRAs, Business Development, Risk Management, Wealth Management, Alternative Investments
Education
Johnson State College 1979 — 1983
Terry Adelmann's Wachovia Securities Experience December 1990 - April 2009
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2009 - Present
Wachovia Securities December 1990 - April 2009
EF Hutton June 1978 - November 1990
Education
Loyola Marymount University 1974 — 1978
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Ameriprise Financial Services, Inc. April 2009 - Present
Wachovia Securities December 1990 - April 2009
EF Hutton June 1978 - November 1990
Education
Loyola Marymount University 1974 — 1978
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Jonathan Schmick's Wachovia Securities Experience January 1999 - May 2005
Job BI Consultant at Berkley MidAtlantic Group (a W. R. Berkley Company)
Industry Information Services
Experience
Berkley Mid-Atlantic Group (a W. R. Berkley Company) July 2013 - Present
Core Consulting 2012 - 2014
MeadWestvaco April 2012 - December 2013
Altria May 2005 - March 2012
Data Directions, Inc. 1987 - 2012
Wachovia Securities January 1999 - May 2005
PM USA 1993 - 1998
Shaw Systems Associates, Inc. June 1990 - December 1993
SunTrust Bank 1985 - 1987
Best Products 1983 - 1985
Skills
Business Analysis, Requirements Analysis, Team Leadership, SDLC, Requirements Gathering, Vendor Management, Software Project..., Process Improvement, PMO, Systems Analysis, Visio, Enterprise Architecture, Business Requirements, Business Intelligence, Project Management, PMP, SQL, Software Development, Solution Architecture, Software Documentation, Data Warehousing, Databases, Analysis, IT Management
Education
Massachusetts Institute of Technology 1977 — 1981
BS, Computer Science
Varina High School
Varina High School
Virginia Commonwealth University - School of Business
MBA, Business
Berkley Mid-Atlantic Group (a W. R. Berkley Company) July 2013 - Present
Core Consulting 2012 - 2014
MeadWestvaco April 2012 - December 2013
Altria May 2005 - March 2012
Data Directions, Inc. 1987 - 2012
Wachovia Securities January 1999 - May 2005
PM USA 1993 - 1998
Shaw Systems Associates, Inc. June 1990 - December 1993
SunTrust Bank 1985 - 1987
Best Products 1983 - 1985
Skills
Business Analysis, Requirements Analysis, Team Leadership, SDLC, Requirements Gathering, Vendor Management, Software Project..., Process Improvement, PMO, Systems Analysis, Visio, Enterprise Architecture, Business Requirements, Business Intelligence, Project Management, PMP, SQL, Software Development, Solution Architecture, Software Documentation, Data Warehousing, Databases, Analysis, IT Management
Education
Massachusetts Institute of Technology 1977 — 1981
BS, Computer Science
Varina High School
Varina High School
Virginia Commonwealth University - School of Business
MBA, Business
Joseph Ianoale's Wachovia Securities Experience June 2006 - March 2009
Job Associate at LEM Capital
Industry Venture Capital & Private Equity
Experience
LEM Capital September 2015 - Present
Seal Point Capital July 2014 - August 2015
Wells Fargo Securities March 2009 - July 2014
Wachovia Securities June 2006 - March 2009
Skills
Commercial Real Estate..., Investment Banking, Real Estate, Fixed Income, Financial Modeling, Credit Analysis, Project Finance, Public Finance
Education
Lehigh University - College of Business and Economics 2001 — 2005
BS, Finance
Moorestown High School 1997 — 2001
LEM Capital September 2015 - Present
Seal Point Capital July 2014 - August 2015
Wells Fargo Securities March 2009 - July 2014
Wachovia Securities June 2006 - March 2009
Skills
Commercial Real Estate..., Investment Banking, Real Estate, Fixed Income, Financial Modeling, Credit Analysis, Project Finance, Public Finance
Education
Lehigh University - College of Business and Economics 2001 — 2005
BS, Finance
Moorestown High School 1997 — 2001
Cedric LeGrand's Wachovia Securities Experience September 1998 - February 2008
Job Vice President
Industry Banking
Experience
First Citizens Investor Services June 2008 - Present
Wachovia Securities September 1998 - February 2008
Citicorp Investment Services September 1993 - September 1998
Prudential Securities/ Olsten Temporary Services September 1992 - September 1993
Neuberger Berman 1987 - 1991
Skills
Series 7, Series 9, Series 10, Series 63, Series 65, Finance, FINRA, Investments, Mutual Funds, Securities, Series 24, Wealth Management, Financial Services, Asset Allocation, Management, Portfolio Management, Risk Management
Education
Long Island University, Brooklyn Campus 1982 — 1995
Bachelor of Science (B.S.), Finance, General
The Berkeley Institute
First Citizens Investor Services June 2008 - Present
Wachovia Securities September 1998 - February 2008
Citicorp Investment Services September 1993 - September 1998
Prudential Securities/ Olsten Temporary Services September 1992 - September 1993
Neuberger Berman 1987 - 1991
Skills
Series 7, Series 9, Series 10, Series 63, Series 65, Finance, FINRA, Investments, Mutual Funds, Securities, Series 24, Wealth Management, Financial Services, Asset Allocation, Management, Portfolio Management, Risk Management
Education
Long Island University, Brooklyn Campus 1982 — 1995
Bachelor of Science (B.S.), Finance, General
The Berkeley Institute
Cat Farrell's Wachovia Securities Experience July 2008 - Present
Job Intern at Wachovia Securities
Industry Financial Services
Experience
Wachovia Securities July 2008 - Present
Education
Longwood University 2005 — 2009
Wachovia Securities July 2008 - Present
Education
Longwood University 2005 — 2009
Mark B. Cole's Wachovia Securities Experience May 1997 - May 2008
Job Managing Director, Corporate Bond Trader at Advisors Asset Management, Inc.
Industry Financial Services
Experience
Advisors Asset Management, Inc. June 2010 - Present
Merrill Lynch May 2008 - May 2010
Wachovia Securities May 1997 - May 2008
Skills
Series 7, Bonds, Series 63, Series 65, Capital Markets, Trading, series 24, Securities, Equities, Portfolio Management, Financial Services, Investment Banking
Education
Longwood University 1993 — 1997
BSBA, Finance
Advisors Asset Management, Inc. June 2010 - Present
Merrill Lynch May 2008 - May 2010
Wachovia Securities May 1997 - May 2008
Skills
Series 7, Bonds, Series 63, Series 65, Capital Markets, Trading, series 24, Securities, Equities, Portfolio Management, Financial Services, Investment Banking
Education
Longwood University 1993 — 1997
BSBA, Finance
William Chao's Wachovia Securities Experience May 2004 - June 2006
Job Senior ManagerSupervision
Industry Financial Services
Experience
Tiaa-Cref September 2007 - Present
Cardinal Trust Investments/Wilson Bennett Capital Management June 2006 - September 2007
Wachovia Securities May 2004 - June 2006
CFG/H Beck Inc December 1999 - May 2004
Skills
FINRA SERIES..., Insurance, Management, Risk Management, Portfolio Management, Investments, Financial Services, Finance, Wealth Management, Series 7, Mutual Funds, Asset Management
Education
Loyola College in Maryland 1988 — 1992
Bachelor of Business Administration (BBA), Finance, General
Tiaa-Cref September 2007 - Present
Cardinal Trust Investments/Wilson Bennett Capital Management June 2006 - September 2007
Wachovia Securities May 2004 - June 2006
CFG/H Beck Inc December 1999 - May 2004
Skills
FINRA SERIES..., Insurance, Management, Risk Management, Portfolio Management, Investments, Financial Services, Finance, Wealth Management, Series 7, Mutual Funds, Asset Management
Education
Loyola College in Maryland 1988 — 1992
Bachelor of Business Administration (BBA), Finance, General
Sara Wiener, PHR's Wachovia Securities Experience July 2004 - May 2005
Job Compensation Manager at Capital One
Industry Human Resources
Experience
Capital One August 2011 - Present
Capital One August 2009 - December 2011
Circuit City August 2006 - March 2009
Virginia Department of Transportation May 2005 - August 2006
Wachovia Securities July 2004 - May 2005
BWX Technologies June 1999 - July 2004
Skills
Auditing, Recruiting, Employee Benefits, Onboarding, Program Management, Management, Job Analysis, Vendor Management, Deferred Compensation, Project Management, Process Improvement, Internal Audit, Analysis, Employee Engagement, Policy, Employee Relations, Security, PeopleSoft, Data Analysis, Talent Management, Talent Acquisition, Training, Performance Management, Workforce Planning, Executive Pay, Succession Planning, Internal Controls, Payroll, HRIS, Human Resources, Organizational..., Market Pricing, Personnel Management, Change Management
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2002 — 2003
Master's Business Administration
Longwood University 1995 — 1999
Bachelor of Arts, English, Minor in Business Admin.
Capital One August 2011 - Present
Capital One August 2009 - December 2011
Circuit City August 2006 - March 2009
Virginia Department of Transportation May 2005 - August 2006
Wachovia Securities July 2004 - May 2005
BWX Technologies June 1999 - July 2004
Skills
Auditing, Recruiting, Employee Benefits, Onboarding, Program Management, Management, Job Analysis, Vendor Management, Deferred Compensation, Project Management, Process Improvement, Internal Audit, Analysis, Employee Engagement, Policy, Employee Relations, Security, PeopleSoft, Data Analysis, Talent Management, Talent Acquisition, Training, Performance Management, Workforce Planning, Executive Pay, Succession Planning, Internal Controls, Payroll, HRIS, Human Resources, Organizational..., Market Pricing, Personnel Management, Change Management
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2002 — 2003
Master's Business Administration
Longwood University 1995 — 1999
Bachelor of Arts, English, Minor in Business Admin.
Kathleen Baumgartner's Wachovia Securities Experience February 1999 - Present
Job Product Manager/CUA at Wachovia Securities
Industry Financial Services
Experience
Wachovia Securities February 1999 - Present
Education
Kalamazoo College 1972 — 1976
University of Illinois at Urbana-Champaign
MBA, Marketing
Wachovia Securities February 1999 - Present
Education
Kalamazoo College 1972 — 1976
University of Illinois at Urbana-Champaign
MBA, Marketing
Marqueta Russell's Wachovia Securities Experience February 2000 - September 2005
Job Financial Services Professional
Industry Financial Services
Experience
Wachovia Securities February 2000 - September 2005
Education
Louisiana State University 1971 — 1978
Wachovia Securities February 2000 - September 2005
Education
Louisiana State University 1971 — 1978
Chris Querns's Wachovia Securities Experience July 2000 - January 2003
Job Senior Vice President & Senior Client Manager at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch September 2015 - Present
HSBC January 2015 - September 2015
HSBC January 2012 - December 2014
Wells Fargo Bank May 2007 - December 2011
WACHOVIA BANK January 2003 - May 2007
WACHOVIA SECURITIES July 2000 - January 2003
LEHIGH UNIVERSITY ATHLETICS DEPARTMENT January 1998 - January 2000
WHITING-TURNER CONTRACTING COMPANY January 1996 - January 1998
Skills
Series 7, Series 63, Portfolio Management, Banking, Finance, Business Development, Strategy, CRM, Financial Services, Credit, Investments, Relationship Management, Capital Markets, Due Diligence, Investment Banking, Asset Management, Commercial Banking, Business Strategy, Management, Strategic Planning, Cash Management, Budgets
Education
Lehigh University - College of Business and Economics 1998 — 2000
MBA
Lehigh University 1993 — 1996
BS, Civil Engineering
Bank of America Merrill Lynch September 2015 - Present
HSBC January 2015 - September 2015
HSBC January 2012 - December 2014
Wells Fargo Bank May 2007 - December 2011
WACHOVIA BANK January 2003 - May 2007
WACHOVIA SECURITIES July 2000 - January 2003
LEHIGH UNIVERSITY ATHLETICS DEPARTMENT January 1998 - January 2000
WHITING-TURNER CONTRACTING COMPANY January 1996 - January 1998
Skills
Series 7, Series 63, Portfolio Management, Banking, Finance, Business Development, Strategy, CRM, Financial Services, Credit, Investments, Relationship Management, Capital Markets, Due Diligence, Investment Banking, Asset Management, Commercial Banking, Business Strategy, Management, Strategic Planning, Cash Management, Budgets
Education
Lehigh University - College of Business and Economics 1998 — 2000
MBA
Lehigh University 1993 — 1996
BS, Civil Engineering
Richard Primiano's Wachovia Securities Experience June 2005 - August 2006
Job Licensed Security Aide at HEWLETTWOODMERE PUBLIC SCHOOLS
Industry Financial Services
Experience
HEWLETT-WOODMERE PUBLIC SCHOOLS September 2014 - Present
ASTORIA FEDERAL SAVINGS January 2013 - May 2013
Sunrise Credit Services April 2011 - November 2012
ING Financial Services LLC February 2007 - March 2009
Bear Stearns August 2006 - February 2007
WACHOVIA SECURITIES June 2005 - August 2006
ING FINANCIAL SERVICES CORP January 2001 - June 2005
ING FINANCIAL SERVICES CORP January 2000 - January 2001
Financial Services Industry May 1987 - February 2000
Skills
Fixed Income, Equities, Commodity, Auditing, Banking, Derivatives, Mutual Funds, Financial Modeling, Investments, Finance, Financial Reporting, Risk Management, Corporate Finance, Trading, Analysis, Valuation
Education
Pace University - Lubin School of Business 1988 — 1992
MS, Accounting
Manhattan College
B.S, Finance/Computer Information Systems
Chaminade High School 1980 — 1984
HEWLETT-WOODMERE PUBLIC SCHOOLS September 2014 - Present
ASTORIA FEDERAL SAVINGS January 2013 - May 2013
Sunrise Credit Services April 2011 - November 2012
ING Financial Services LLC February 2007 - March 2009
Bear Stearns August 2006 - February 2007
WACHOVIA SECURITIES June 2005 - August 2006
ING FINANCIAL SERVICES CORP January 2001 - June 2005
ING FINANCIAL SERVICES CORP January 2000 - January 2001
Financial Services Industry May 1987 - February 2000
Skills
Fixed Income, Equities, Commodity, Auditing, Banking, Derivatives, Mutual Funds, Financial Modeling, Investments, Finance, Financial Reporting, Risk Management, Corporate Finance, Trading, Analysis, Valuation
Education
Pace University - Lubin School of Business 1988 — 1992
MS, Accounting
Manhattan College
B.S, Finance/Computer Information Systems
Chaminade High School 1980 — 1984
Lisa Doner's Wachovia Securities Experience 2000 - Present
Job Technical Analyst at A.G. Edwards
Industry Financial Services
Experience
A.G. Edwards 2000 - Present
Wachovia Securities 2000 - Present
Education
Lindenwood University
A.G. Edwards 2000 - Present
Wachovia Securities 2000 - Present
Education
Lindenwood University
Katie O'Malley's Wachovia Securities Experience May 1999 - May 2008
Job Systems Analyst at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo December 2008 - Present
Wachovia May 2008 - Present
Wachovia Securities May 1999 - May 2008
EVEREN Securites March 1995 - June 2003
EVEREN Securites 1997 - 1999
Kemper Securities 1995 - 1997
Kemper Life 1992 - 1995
Kemper Financial 1988 - 1992
Education
Loyola University Chicago 1982 — 1985
BS, Public Administration
Saint Mary's University of Minnesota 1980 — 1982
Political Science
Wells Fargo December 2008 - Present
Wachovia May 2008 - Present
Wachovia Securities May 1999 - May 2008
EVEREN Securites March 1995 - June 2003
EVEREN Securites 1997 - 1999
Kemper Securities 1995 - 1997
Kemper Life 1992 - 1995
Kemper Financial 1988 - 1992
Education
Loyola University Chicago 1982 — 1985
BS, Public Administration
Saint Mary's University of Minnesota 1980 — 1982
Political Science
Kristen Roethemeier's Wachovia Securities Experience May 2008 - April 2010
Job Project Coordinator
Industry Financial Services
Experience
Wells Fargo Advisors October 2010 - Present
Wells Fargo Advisors October 2010 - Present
Signature Consultants, LLC2010-2010 February 2010 - October 2010
Signature Consultants February 2010 - September 2010
Wachovia Securities May 2008 - April 2010
Gliks 2009 September 2009 - February 2010
Wachovia Securities LLC 2008-2009 January 2008 - July 2009
A.G. Edwards & Sons, Inc. July 2006 - May 2008
Education
Lindenwood University 2008 — 2012
Bachelors, Business
Lindenwood University
Bachelors, Business Administration
Wells Fargo Advisors October 2010 - Present
Wells Fargo Advisors October 2010 - Present
Signature Consultants, LLC2010-2010 February 2010 - October 2010
Signature Consultants February 2010 - September 2010
Wachovia Securities May 2008 - April 2010
Gliks 2009 September 2009 - February 2010
Wachovia Securities LLC 2008-2009 January 2008 - July 2009
A.G. Edwards & Sons, Inc. July 2006 - May 2008
Education
Lindenwood University 2008 — 2012
Bachelors, Business
Lindenwood University
Bachelors, Business Administration
Nick Chitre's Wachovia Securities Experience March 2008 - June 2009
Job
Industry Information Technology and Services
Experience
Anthem May 2012 - Present
Capital One May 2010 - April 2012
TekSol, LLC March 2008 - December 2011
Travel Channel August 2009 - April 2010
Wachovia Securities March 2008 - June 2009
Code X, Inc May 2006 - February 2008
SWIFT, Inc April 2001 - April 2006
Information Resources, Inc September 1998 - April 2001
MCI WorldCom May 1998 - August 1998
Skills
Project Management, Project Planning, Management, SDLC, Agile Methodologies, Software Project..., Business Analysis, SharePoint, Requirements Analysis, Agile Project Management, Visio, Program Management, Vendor Management, MS Project, Software Development, IT Strategy, Mobile Applications, Project Portfolio..., Change Management, SOA, Resource Management, Business Process, Data Warehousing, Databases, IT Service Management, Process Improvement, Entrepreneurship, Scrum, Cross-functional Team..., CRM, Business Process..., Business Intelligence, IT Management, Project Delivery, PMO, Disaster Recovery, Governance, PMP, Solution Architecture, Requirements Gathering, ERP, Outsourcing, Software Documentation, Enterprise Architecture, SQL, Integration, Information Technology, Testing, ITIL, SaaS
Education
Loyola University Chicago 1996 — 1998
M.S, Computer Science
Anthem May 2012 - Present
Capital One May 2010 - April 2012
TekSol, LLC March 2008 - December 2011
Travel Channel August 2009 - April 2010
Wachovia Securities March 2008 - June 2009
Code X, Inc May 2006 - February 2008
SWIFT, Inc April 2001 - April 2006
Information Resources, Inc September 1998 - April 2001
MCI WorldCom May 1998 - August 1998
Skills
Project Management, Project Planning, Management, SDLC, Agile Methodologies, Software Project..., Business Analysis, SharePoint, Requirements Analysis, Agile Project Management, Visio, Program Management, Vendor Management, MS Project, Software Development, IT Strategy, Mobile Applications, Project Portfolio..., Change Management, SOA, Resource Management, Business Process, Data Warehousing, Databases, IT Service Management, Process Improvement, Entrepreneurship, Scrum, Cross-functional Team..., CRM, Business Process..., Business Intelligence, IT Management, Project Delivery, PMO, Disaster Recovery, Governance, PMP, Solution Architecture, Requirements Gathering, ERP, Outsourcing, Software Documentation, Enterprise Architecture, SQL, Integration, Information Technology, Testing, ITIL, SaaS
Education
Loyola University Chicago 1996 — 1998
M.S, Computer Science
Dave Perlzweig's Wachovia Securities Experience September 2001 - December 2008
Job V.P. at Wells Fargo Adivsors
Industry Financial Services
Experience
Wells Fargo Adivsors January 2009 - Present
Wachovia Securities September 2001 - December 2008
Prudential Securities 1987 - 2001
Education
Chubb Institute 1987 — 1987
CERTIFICATE, COBOL/CICS
LIU Post 1975 — 1977
B.S., ACCOUNTING
State University of New York College at Cortland 1973 — 1975
Wells Fargo Adivsors January 2009 - Present
Wachovia Securities September 2001 - December 2008
Prudential Securities 1987 - 2001
Education
Chubb Institute 1987 — 1987
CERTIFICATE, COBOL/CICS
LIU Post 1975 — 1977
B.S., ACCOUNTING
State University of New York College at Cortland 1973 — 1975
Qiang Liu's Wachovia Securities Experience February 2006 - 2010
Job Director at Citadel Investment Group
Industry Investment Banking
Experience
Citadel Investment Group 2010 - Present
Wachovia Securities February 2006 - 2010
Goldman Sachs 2004 - 2006
Thomson & Thomson 1997 - 1999
Education
Massachusetts Institute of Technology 1992 — 1995
Ph.D, Physics
University of Science and Technology of China 1987 — 1991
University of North Carolina at Chapel Hill
no 6 high school, wuhan, china
no 6 high school, wuhan, china
Citadel Investment Group 2010 - Present
Wachovia Securities February 2006 - 2010
Goldman Sachs 2004 - 2006
Thomson & Thomson 1997 - 1999
Education
Massachusetts Institute of Technology 1992 — 1995
Ph.D, Physics
University of Science and Technology of China 1987 — 1991
University of North Carolina at Chapel Hill
no 6 high school, wuhan, china
no 6 high school, wuhan, china
David Omoqui's Wachovia Securities Experience 2004 - 2006
Job Principal D&T Global Enterprises Inc
Industry Management Consulting
Experience
D&T Global Enterprise Inc. 2006 - Present
Discoverpoint Holdings July 2008 - February 2014
Wachovia Securities 2004 - 2006
Evergreen Investments 2001 - 2004
Skills
Private Equity, Equities, Investments, Valuation, Capital Markets, Portfolio Management, Financial Modeling, Due Diligence, Analysis, Business Development, Finance, Financial Risk, Financial Services, Investment Banking, Management, Start-ups, Strategy, Emerging Markets, Trading, Venture Capital
Education
University of North London 1990 — 1994
Accounting
D&T Global Enterprise Inc. 2006 - Present
Discoverpoint Holdings July 2008 - February 2014
Wachovia Securities 2004 - 2006
Evergreen Investments 2001 - 2004
Skills
Private Equity, Equities, Investments, Valuation, Capital Markets, Portfolio Management, Financial Modeling, Due Diligence, Analysis, Business Development, Finance, Financial Risk, Financial Services, Investment Banking, Management, Start-ups, Strategy, Emerging Markets, Trading, Venture Capital
Education
University of North London 1990 — 1994
Accounting
Harry Blanchard's Wachovia Securities Experience July 2004 - December 2007
Job VP CMBS Senior Credit Analyst
Industry Capital Markets
Experience
Moody's Corporation July 2015 - Present
MetLife April 2014 - April 2015
MetLife May 2010 - April 2014
Wells Fargo May 2008 - May 2010
Wachovia Securities July 2004 - December 2007
Wachovia, A Wells Fargo Company May 2000 - July 2004
The Bank of New York July 1995 - April 2000
Skills
Fixed Income, Financial Structuring, Trading, Loans, Structured Products, Valuation, Bloomberg, CMBS, Capital Markets, Financial Markets, Equities, Derivatives, Portfolio Management, Series 63, CDO, Credit
Education
Manhattan College 1993 — 1997
Moody's Corporation July 2015 - Present
MetLife April 2014 - April 2015
MetLife May 2010 - April 2014
Wells Fargo May 2008 - May 2010
Wachovia Securities July 2004 - December 2007
Wachovia, A Wells Fargo Company May 2000 - July 2004
The Bank of New York July 1995 - April 2000
Skills
Fixed Income, Financial Structuring, Trading, Loans, Structured Products, Valuation, Bloomberg, CMBS, Capital Markets, Financial Markets, Equities, Derivatives, Portfolio Management, Series 63, CDO, Credit
Education
Manhattan College 1993 — 1997
Victoria Brigida's Wachovia Securities Experience January 2006 - May 2006
Job Owner of Wingreene Consulting
Industry Events Services
Experience
Wingreene Consulting May 2015 - Present
Proskauer Rose LLP June 2012 - Present
Ernst & Young July 2010 - June 2012
Marsh November 2008 - July 2010
Marsh May 2006 - November 2008
Wachovia Securities January 2006 - May 2006
Club Monaco September 2005 - January 2006
Mercedes Benz USA 2002 - 2002
Education
Loyola College in Maryland 2001 — 2005
Bachelor of Business Administration (B.B.A.), Marketing
Wingreene Consulting May 2015 - Present
Proskauer Rose LLP June 2012 - Present
Ernst & Young July 2010 - June 2012
Marsh November 2008 - July 2010
Marsh May 2006 - November 2008
Wachovia Securities January 2006 - May 2006
Club Monaco September 2005 - January 2006
Mercedes Benz USA 2002 - 2002
Education
Loyola College in Maryland 2001 — 2005
Bachelor of Business Administration (B.B.A.), Marketing
Tye Nordberg's Wachovia Securities Experience 1999 - 2007
Job Healthcare Professional
Industry Health, Wellness and Fitness
Experience
Carolinas Healthcare System December 2012 - Present
Jefferies & Company January 2010 - September 2012
Goldman Sachs 2007 - 2008
Wachovia Securities 1999 - 2007
Koch Ventures, Inc. 1997 - 1998
Everen Securities (fka Kemper Securities) 1992 - 1995
Skills
Mergers, Investment Banking, Leveraged Finance, Restructuring, LBO, Investments, Due Diligence, Recapitalizations, Mezzanine, Mergers & Acquisitions, Private Equity, Finance, Strategic Planning, Business Strategy, Capital Markets, Management, Financial Modeling, Venture Capital, Loan Origination, High Yield, Corporate Finance, Valuation, Alternative Investments, Asset Management, Capital, Capital Structure, Corporate Development, Portfolio Management
Education
The University of Chicago - Booth School of Business 1995 — 1997
MBA
University of Michigan 1990 — 1992
Kalamazoo College 1988 — 1990
Carolinas Healthcare System December 2012 - Present
Jefferies & Company January 2010 - September 2012
Goldman Sachs 2007 - 2008
Wachovia Securities 1999 - 2007
Koch Ventures, Inc. 1997 - 1998
Everen Securities (fka Kemper Securities) 1992 - 1995
Skills
Mergers, Investment Banking, Leveraged Finance, Restructuring, LBO, Investments, Due Diligence, Recapitalizations, Mezzanine, Mergers & Acquisitions, Private Equity, Finance, Strategic Planning, Business Strategy, Capital Markets, Management, Financial Modeling, Venture Capital, Loan Origination, High Yield, Corporate Finance, Valuation, Alternative Investments, Asset Management, Capital, Capital Structure, Corporate Development, Portfolio Management
Education
The University of Chicago - Booth School of Business 1995 — 1997
MBA
University of Michigan 1990 — 1992
Kalamazoo College 1988 — 1990
Stan Anderson's Wachovia Securities Experience May 2007 - April 2008
Job Business Banker at Regions Bank
Industry Banking
Experience
Regions Bank March 2010 - Present
Regions Bank April 2008 - April 2010
Wachovia Securities May 2007 - April 2008
JPMorgan Chase February 2005 - May 2007
New York Life January 2004 - February 2005
Masco Corporation September 2000 - August 2002
Skills
Commercial Lending, Small Business Lending, Retail Banking, Microsoft Excel, Finance, Sales, Financial Analysis, Banking, Credit, Consumer Lending, Cross Selling, Lines Of Credit, Loans, Commercial Banking, Risk Management, Portfolio Management, New Business Development, Loan Origination, Cash Management, Commercial Mortgages, Credit Risk, Relationship Management, Mutual Funds, Branch Management, Investments, Series 7, Retirement Planning, Capital Markets, Strategic Financial..., Insurance, Refinance, Treasury Management, Sales Management, SBA, Asset Based Lending, Valuation, Small Business, Real Estate, Private Banking, Commercial Real Estate, Business Development, Financial Markets, Deposits, Credit Cards, Branch Banking, Treasury Services, Securities, Series 63, Investment Properties, Payments
Education
Louisiana Tech University 1996 — 2000
BA
Regions Bank March 2010 - Present
Regions Bank April 2008 - April 2010
Wachovia Securities May 2007 - April 2008
JPMorgan Chase February 2005 - May 2007
New York Life January 2004 - February 2005
Masco Corporation September 2000 - August 2002
Skills
Commercial Lending, Small Business Lending, Retail Banking, Microsoft Excel, Finance, Sales, Financial Analysis, Banking, Credit, Consumer Lending, Cross Selling, Lines Of Credit, Loans, Commercial Banking, Risk Management, Portfolio Management, New Business Development, Loan Origination, Cash Management, Commercial Mortgages, Credit Risk, Relationship Management, Mutual Funds, Branch Management, Investments, Series 7, Retirement Planning, Capital Markets, Strategic Financial..., Insurance, Refinance, Treasury Management, Sales Management, SBA, Asset Based Lending, Valuation, Small Business, Real Estate, Private Banking, Commercial Real Estate, Business Development, Financial Markets, Deposits, Credit Cards, Branch Banking, Treasury Services, Securities, Series 63, Investment Properties, Payments
Education
Louisiana Tech University 1996 — 2000
BA
MaryCatherine Wilck-Pond's Wachovia Securities Experience 1981 - 2009
Job Associate Director at Oyster Consulting, LLC
Industry Financial Services
Experience
Oyster Consulting, LLC September 2009 - Present
Wachovia Securities 1981 - 2009
Education
Longwood University 1979 — 1981
BS, Business Administration
Oyster Consulting, LLC September 2009 - Present
Wachovia Securities 1981 - 2009
Education
Longwood University 1979 — 1981
BS, Business Administration
Susan Hamant, (Dillon)'s Wachovia Securities Experience December 2000 - October 2007
Job Project Director Anthem
Industry Health, Wellness and Fitness
Experience
Wellpoint October 2007 - Present
Wachovia Securities December 2000 - October 2007
Circuit City April 1997 - December 2000
General Electric October 1988 - April 1997
Skills
Program Management, Management, Business Process..., Process Improvement, Strategic Planning, Vendor Management, Change Management, Project Management, Implementation..., Cross Functional Team..., Business Process Mapping, Business Process..., Negotiation, Retail, Logistics, Import Export, Import Logistics, Manufacturing, Lean Six Sigma, Six Sigma, Operations Management, Training & Development
Education
Longwood University 1983 — 1987
Bachelor of Science (BS), Business Administration and Management, General
Wellpoint October 2007 - Present
Wachovia Securities December 2000 - October 2007
Circuit City April 1997 - December 2000
General Electric October 1988 - April 1997
Skills
Program Management, Management, Business Process..., Process Improvement, Strategic Planning, Vendor Management, Change Management, Project Management, Implementation..., Cross Functional Team..., Business Process Mapping, Business Process..., Negotiation, Retail, Logistics, Import Export, Import Logistics, Manufacturing, Lean Six Sigma, Six Sigma, Operations Management, Training & Development
Education
Longwood University 1983 — 1987
Bachelor of Science (BS), Business Administration and Management, General
Sreenivas Jakkula's Wachovia Securities Experience November 2007 - June 2008
Job Contractor at Fannie Mae
Industry Information Technology and Services
Experience
Cgi federal January 2014 - Present
Fannie Mae October 2013 - January 2014
Northrop Grumman Corporation August 2012 - September 2013
Ernst & Young June 2011 - July 2012
KPMG March 2010 - June 2011
MF Global October 2009 - July 2010
KPMG July 2008 - October 2009
Citi & KPMG 2008 - 2009
Wachovia Securities November 2007 - June 2008
Broader Software 2003 - 2008
Skills
ASP.NET, C#, .NET, Microsoft SQL Server, XML, Web Services, JavaScript, AJAX, WCF, Visual Studio, LINQ, Web Applications, CSS, Databases, Oracle
Education
Kakatiya University 1995 — 1998
Masters in Computer Science, Computer Science
St Johns High School 1978 — 1990
National Institute of Information Technology
Cgi federal January 2014 - Present
Fannie Mae October 2013 - January 2014
Northrop Grumman Corporation August 2012 - September 2013
Ernst & Young June 2011 - July 2012
KPMG March 2010 - June 2011
MF Global October 2009 - July 2010
KPMG July 2008 - October 2009
Citi & KPMG 2008 - 2009
Wachovia Securities November 2007 - June 2008
Broader Software 2003 - 2008
Skills
ASP.NET, C#, .NET, Microsoft SQL Server, XML, Web Services, JavaScript, AJAX, WCF, Visual Studio, LINQ, Web Applications, CSS, Databases, Oracle
Education
Kakatiya University 1995 — 1998
Masters in Computer Science, Computer Science
St Johns High School 1978 — 1990
National Institute of Information Technology
Paul Romanelli's Wachovia Securities Experience May 2005 - December 2008
Job Head of Fixed Income Analytics at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo 2009 - Present
Wachovia Bank May 2005 - January 2009
Wachovia Securities May 2005 - December 2008
Wachovia 2005 - December 2008
HSBC Securities March 2001 - May 2005
HSBC Bank USA 2001 - 2005
HSBC 2001 - 2005
Donaldson, Lufkin & Jenrette March 1999 - March 2001
Deutsche Bank 1999 - 1999
Bankers Trust 1991 - 1999
Skills
Credit Derivatives, Interest Rate..., Library Design, Derivatives, Emerging Markets, Analytics, Financial Modeling, Options, Swaps, Fixed Income, Quantitative Finance, Capital Markets, Quantitative Investing, Quantitative Analytics
Education
Yale University 1986 — 1991
Ph. D., Physics
Massachusetts Institute of Technology 1982 — 1986
S.B., Physics
Wells Fargo 2009 - Present
Wachovia Bank May 2005 - January 2009
Wachovia Securities May 2005 - December 2008
Wachovia 2005 - December 2008
HSBC Securities March 2001 - May 2005
HSBC Bank USA 2001 - 2005
HSBC 2001 - 2005
Donaldson, Lufkin & Jenrette March 1999 - March 2001
Deutsche Bank 1999 - 1999
Bankers Trust 1991 - 1999
Skills
Credit Derivatives, Interest Rate..., Library Design, Derivatives, Emerging Markets, Analytics, Financial Modeling, Options, Swaps, Fixed Income, Quantitative Finance, Capital Markets, Quantitative Investing, Quantitative Analytics
Education
Yale University 1986 — 1991
Ph. D., Physics
Massachusetts Institute of Technology 1982 — 1986
S.B., Physics
Jason Ariston's Wachovia Securities Experience March 2006 - July 2008
Job Marketing Growth & Development Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2008 - Present
Wachovia Securities March 2006 - July 2008
Skills
Financial Services, Portfolio Management, Relationship Management, Retirement Planning, Financial Analysis, Mortgage Lending, Loans, Business Analysis, Investment Advisory, Mortgage Banking, Strategic Financial..., Securities, Risk Management, Salesforce.com, Mutual Funds
Education
Lindenwood University
Bachelors Degree, Business Admin
Wells Fargo Advisors July 2008 - Present
Wachovia Securities March 2006 - July 2008
Skills
Financial Services, Portfolio Management, Relationship Management, Retirement Planning, Financial Analysis, Mortgage Lending, Loans, Business Analysis, Investment Advisory, Mortgage Banking, Strategic Financial..., Securities, Risk Management, Salesforce.com, Mutual Funds
Education
Lindenwood University
Bachelors Degree, Business Admin
John B. Harrington's Wachovia Securities Experience 2007 - 2008
Job Senior Business Development Manager at Dot Foods
Industry Logistics and Supply Chain
Experience
Dot Foods November 2009 - Present
Dot Foods November 2008 - October 2009
A.G. Edwards & Sons, Inc. November 2005 - August 2008
Wachovia Securities 2007 - 2008
A.G. Edwards & Sons, Inc. 1997 - 2005
Skills
Fixed Income, Credit, Strategic Planning, Process Improvement, New Business Development, Forecasting, Sales Management, Sales, Management, Business Analysis, Account Management, Leadership, Team Building, Financial Analysis, Project Management, Negotiation, Budgets, Vendor Management, Series 7
Education
Marquette University
Bachelor of Science (BS), Finance, General
The George Washington University - School of Business
Master of Business Administration (M.B.A.), Finance, General
Dot Foods November 2009 - Present
Dot Foods November 2008 - October 2009
A.G. Edwards & Sons, Inc. November 2005 - August 2008
Wachovia Securities 2007 - 2008
A.G. Edwards & Sons, Inc. 1997 - 2005
Skills
Fixed Income, Credit, Strategic Planning, Process Improvement, New Business Development, Forecasting, Sales Management, Sales, Management, Business Analysis, Account Management, Leadership, Team Building, Financial Analysis, Project Management, Negotiation, Budgets, Vendor Management, Series 7
Education
Marquette University
Bachelor of Science (BS), Finance, General
The George Washington University - School of Business
Master of Business Administration (M.B.A.), Finance, General
Martín Calles's Wachovia Securities Experience May 2004 - June 2005
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley January 2012 - Present
Morgan Stanley August 2007 - January 2012
Quantifi, Inc. February 2007 - August 2007
Wall Street Analytics July 2005 - January 2007
Wachovia Securities May 2004 - June 2005
RISConsulting Group April 2000 - June 2002
Skills
Securitization, Structured Products, Credit Derivatives, Fixed Income, Hedge Funds, Derivatives, Financial Modeling, Structured Finance, CDO, ABS, Bloomberg, Capital Markets
Education
New York University 2005 — 2011
Advanced Certificate, Mathematical Finance
UCLA Anderson School of Management 2002 — 2004
MBA, Finance, Accounting
Massachusetts Institute of Technology 1993 — 1997
BS, Economics
Morgan Stanley January 2012 - Present
Morgan Stanley August 2007 - January 2012
Quantifi, Inc. February 2007 - August 2007
Wall Street Analytics July 2005 - January 2007
Wachovia Securities May 2004 - June 2005
RISConsulting Group April 2000 - June 2002
Skills
Securitization, Structured Products, Credit Derivatives, Fixed Income, Hedge Funds, Derivatives, Financial Modeling, Structured Finance, CDO, ABS, Bloomberg, Capital Markets
Education
New York University 2005 — 2011
Advanced Certificate, Mathematical Finance
UCLA Anderson School of Management 2002 — 2004
MBA, Finance, Accounting
Massachusetts Institute of Technology 1993 — 1997
BS, Economics
Tyler Tofson's Wachovia Securities Experience February 2008 - March 2009
Job Senior Manager, Scientific Collaborations
Industry Computer Software
Experience
Genentech March 2012 - Present
Salesforce.com April 2011 - March 2012
Tofson Insurance Agency March 2010 - March 2011
Wachovia Securities February 2008 - March 2009
Lehman Brothers August 2005 - February 2008
Starcom Worldwide September 2002 - August 2005
Skills
Salesforce.com, Customer Service, Account Management
Education
Lake Forest College 1998 — 2002
Bachelor of Arts, Economics, History
Genentech March 2012 - Present
Salesforce.com April 2011 - March 2012
Tofson Insurance Agency March 2010 - March 2011
Wachovia Securities February 2008 - March 2009
Lehman Brothers August 2005 - February 2008
Starcom Worldwide September 2002 - August 2005
Skills
Salesforce.com, Customer Service, Account Management
Education
Lake Forest College 1998 — 2002
Bachelor of Arts, Economics, History
gonzalez adrian's Wachovia Securities Experience January 2008 - Present
Job financial advisor
Industry Investment Management
Experience
Wachovia Securities January 2008 - Present
Education
Loyola University New Orleans 2000 — 2004
bachelors, economics
Wachovia Securities January 2008 - Present
Education
Loyola University New Orleans 2000 — 2004
bachelors, economics
John Aloysius Duffy's Wachovia Securities Experience June 2007 - Present
Job Financial Advisor at Duffy Wealth Management Group of Wachovia Securities
Industry Investment Management
Experience
Wachovia Securities June 2007 - Present
Republican Party of Colorado September 2006 - December 2006
College Pro Painters February 2004 - June 2006
Education
La Salle University 2002 — 2006
Bachelor of Arts, Political Science
Wachovia Securities June 2007 - Present
Republican Party of Colorado September 2006 - December 2006
College Pro Painters February 2004 - June 2006
Education
La Salle University 2002 — 2006
Bachelor of Arts, Political Science
Aaron Towns's Wachovia Securities Experience January 1998 - March 2009
Job Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. March 2009 - Present
Wachovia Securities January 1998 - March 2009
Skills
Wealth Management..., Tax-Efficient Strategies, Risk Management..., Wealth-Preservation..., Securities, Retirement, 401(k) Rollovers, Retirement-Plan...
Education
Kansas State University 1992 — 1997
Oppenheimer & Co. Inc. March 2009 - Present
Wachovia Securities January 1998 - March 2009
Skills
Wealth Management..., Tax-Efficient Strategies, Risk Management..., Wealth-Preservation..., Securities, Retirement, 401(k) Rollovers, Retirement-Plan...
Education
Kansas State University 1992 — 1997
Todd Stender's Wachovia Securities Experience June 2005 - June 2007
Job Senior Equity Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2009 - Present
Keefe, Bruyette & Woods July 2007 - July 2009
Wachovia Securities June 2005 - June 2007
Crowell, Weedon & Co. May 2001 - June 2005
Coca-Cola Enterprises 1996 - 1999
Skills
Financial Modeling, Equities, Equity Research, Portfolio Management, Valuation
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2001
Master of Business Administration (M.B.A.), Finance
La Salle University 1990 — 1994
Bachelor of Arts (BA)
Wells Fargo Securities July 2009 - Present
Keefe, Bruyette & Woods July 2007 - July 2009
Wachovia Securities June 2005 - June 2007
Crowell, Weedon & Co. May 2001 - June 2005
Coca-Cola Enterprises 1996 - 1999
Skills
Financial Modeling, Equities, Equity Research, Portfolio Management, Valuation
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2001
Master of Business Administration (M.B.A.), Finance
La Salle University 1990 — 1994
Bachelor of Arts (BA)
James Coles's Wachovia Securities Experience June 2006 - February 2007
Job Leaders for Global Operations Fellow at Massachusetts Institute of Technology (MIT)
Industry Defense & Space
Experience
Massachusetts Institute of Technology (MIT) 2015 - Present
JPL (NASA's Jet Propulsion Laboratory) December 2013 - May 2015
JPL (NASA's Jet Propulsion Laboratory) June 2013 - January 2014
Jet Propulsion Laboratory August 2009 - August 2013
University of California, San Diego Photonic Systems Research Group January 2007 - June 2009
Schlumberger June 2008 - September 2008
University of California, San Diego Department of Electrical and Computer Engineering September 2006 - April 2008
Wachovia Securities June 2006 - February 2007
Moskowitz, Nixdorf and Ciu, LLP August 2003 - August 2005
Skills
Systems Engineering, Optical Communications, Calibration, System Verification, Electrical Engineering, Electrical Testing, Optical Design, Experimental Design, Operations, Optics, Remote Sensing, Spectroscopy, Spectral Imaging, Matlab, Sensors, Laser, Circuit Design, Electricity, Testing, Engineering, Simulations, Electronics, Requirements Management, Data Analysis, Physics
Education
Massachusetts Institute of Technology 2015 — 2017
Master’s Degree, SM, Engineering Systems - Manufacturing and Supply Chain Track
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, San Diego 2008 — 2009
M.S, Electrical Engineering - Applied Optics
Univsersity of California, San Diego 2005 — 2008
B.S, Electrical Engineering - Photonics Concentration
Massachusetts Institute of Technology (MIT) 2015 - Present
JPL (NASA's Jet Propulsion Laboratory) December 2013 - May 2015
JPL (NASA's Jet Propulsion Laboratory) June 2013 - January 2014
Jet Propulsion Laboratory August 2009 - August 2013
University of California, San Diego Photonic Systems Research Group January 2007 - June 2009
Schlumberger June 2008 - September 2008
University of California, San Diego Department of Electrical and Computer Engineering September 2006 - April 2008
Wachovia Securities June 2006 - February 2007
Moskowitz, Nixdorf and Ciu, LLP August 2003 - August 2005
Skills
Systems Engineering, Optical Communications, Calibration, System Verification, Electrical Engineering, Electrical Testing, Optical Design, Experimental Design, Operations, Optics, Remote Sensing, Spectroscopy, Spectral Imaging, Matlab, Sensors, Laser, Circuit Design, Electricity, Testing, Engineering, Simulations, Electronics, Requirements Management, Data Analysis, Physics
Education
Massachusetts Institute of Technology 2015 — 2017
Master’s Degree, SM, Engineering Systems - Manufacturing and Supply Chain Track
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, San Diego 2008 — 2009
M.S, Electrical Engineering - Applied Optics
Univsersity of California, San Diego 2005 — 2008
B.S, Electrical Engineering - Photonics Concentration
Dave Maciorowski's Wachovia Securities Experience 2006 - July 2009
Job Director/Senior Compliance Officer at wells fargo
Industry Investment Banking
Experience
Wells Fargo Securities, LLC July 2009 - Present
Wachovia Securities 2006 - July 2009
Deutsche Bank Securities September 2005 - April 2006
Wachovia Securities 2004 - 2005
NASDAQ March 2000 - March 2004
Skills
Series 7, Series 24, Equities, Capital Markets, Securities, Trading, Trading Systems, Securities Regulation, Equity Trading, Electronic Trading, ETFs, KYC, FINRA, AML
Education
Loyola University Maryland 1999 — 2003
MBA, International Business
St. Mary's College of Maryland 1991 — 1996
BA, Sociology/Anthropology
Wells Fargo Securities, LLC July 2009 - Present
Wachovia Securities 2006 - July 2009
Deutsche Bank Securities September 2005 - April 2006
Wachovia Securities 2004 - 2005
NASDAQ March 2000 - March 2004
Skills
Series 7, Series 24, Equities, Capital Markets, Securities, Trading, Trading Systems, Securities Regulation, Equity Trading, Electronic Trading, ETFs, KYC, FINRA, AML
Education
Loyola University Maryland 1999 — 2003
MBA, International Business
St. Mary's College of Maryland 1991 — 1996
BA, Sociology/Anthropology
Tom Dolphin's Wachovia Securities Experience February 2003 - Present
Job Managing Director at Wachovia Securities
Industry Financial Services
Heidi Heberling's Wachovia Securities Experience November 2002 - Present
Job Financial Advisor at Wachovia Securities
Industry Financial Services
Experience
Wachovia Securities November 2002 - Present
Education
Kutztown University of Pennsylvania
Math Education
Wachovia Securities November 2002 - Present
Education
Kutztown University of Pennsylvania
Math Education
Alexander Lenz's Wachovia Securities Experience July 2004 - January 2009
Job Financial Consultant, MBA
Industry Investment Management
Experience
Fidelity Investments November 2010 - Present
ViewPoint Bank January 2009 - August 2010
Wachovia Securities July 2004 - January 2009
JPMorgan Chase February 2003 - July 2004
Bank One Ltd January 1998 - February 2003
FCNBD Corporation March 1995 - January 1998
First National Bank of Chicago February 1991 - March 1995
Skills
Wealth Management, Personal Financial..., Retirement Planning, Investment Management, Investment Advisory..., Investment Strategies, Asset Allocation, Asset Protection, Retirement Savings, Relationship Management
Education
Lewis University
M.B.A, Finance
Lewis University
B.A, Business Administration
Fidelity Investments November 2010 - Present
ViewPoint Bank January 2009 - August 2010
Wachovia Securities July 2004 - January 2009
JPMorgan Chase February 2003 - July 2004
Bank One Ltd January 1998 - February 2003
FCNBD Corporation March 1995 - January 1998
First National Bank of Chicago February 1991 - March 1995
Skills
Wealth Management, Personal Financial..., Retirement Planning, Investment Management, Investment Advisory..., Investment Strategies, Asset Allocation, Asset Protection, Retirement Savings, Relationship Management
Education
Lewis University
M.B.A, Finance
Lewis University
B.A, Business Administration
Patrick Hannett's Wachovia Securities Experience 2005 - 2007
Job Quantitative Research at JP Morgan
Industry Investment Banking
Experience
JP Morgan 2007 - Present
Wachovia Securities 2005 - 2007
Abacus Analytics 2003 - 2005
Credit Suisse 1998 - 2003
Algorithmics, Incorporated 1997 - 1998
Deutsche Bank 1995 - 1996
Pall Corporation 1990 - 1994
Pall Corporation 1984 - 1988
Education
The University of Chicago 1988 — 1990
MBA
Manhattan College
Masters of Engineering, Chemical Engineering
Manhattan College
Bachelor of Engineering, Chemical Engineering
JP Morgan 2007 - Present
Wachovia Securities 2005 - 2007
Abacus Analytics 2003 - 2005
Credit Suisse 1998 - 2003
Algorithmics, Incorporated 1997 - 1998
Deutsche Bank 1995 - 1996
Pall Corporation 1990 - 1994
Pall Corporation 1984 - 1988
Education
The University of Chicago 1988 — 1990
MBA
Manhattan College
Masters of Engineering, Chemical Engineering
Manhattan College
Bachelor of Engineering, Chemical Engineering
Polly Cordle's Wachovia Securities Experience 1997 - 2008
Job Communications and Training Consultant at Oyster Consulting, LLC
Industry Financial Services
Experience
Oyster Consulting, LLC May 2011 - Present
Oh the Pollybilities November 2008 - Present
Wachovia Securities 1997 - 2008
Wells Fargo Advisors, LLC 1997 - 2008
Education
Longwood University 1991 — 1995
Bachelor of Science, Psychology
Oyster Consulting, LLC May 2011 - Present
Oh the Pollybilities November 2008 - Present
Wachovia Securities 1997 - 2008
Wells Fargo Advisors, LLC 1997 - 2008
Education
Longwood University 1991 — 1995
Bachelor of Science, Psychology
Stevie Calicutt's Wachovia Securities Experience October 2007 - Present
Job Application Systems Engineer Assistant Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2008 - Present
Wachovia Securities October 2007 - Present
A.G. Edwards October 1990 - May 2008
Education
Maryville University of Saint Louis 2008 — 2011
BA, Information Systems
St. Louis Community College 1984 — 1987
AAS, Data Processing
Wells Fargo Advisors January 2008 - Present
Wachovia Securities October 2007 - Present
A.G. Edwards October 1990 - May 2008
Education
Maryville University of Saint Louis 2008 — 2011
BA, Information Systems
St. Louis Community College 1984 — 1987
AAS, Data Processing
Katina Johnson's Wachovia Securities Experience August 1997 - May 2008
Job Intranet Systems Administrator Union Bank & Trust
Industry Information Technology and Services
Experience
Union First Market Bank February 2011 - Present
CJW Medical Center December 2009 - February 2011
Genworth Financial May 2008 - February 2009
Wachovia Securities August 1997 - May 2008
Skills
Visio, SharePoint, Process Improvement, Requirements Gathering, Business Analysis, Vendor Management, Program Management, Project Management, Access, Change Management, SDLC, Software Project..., Risk Management, Business Intelligence
Education
Kaplan University 2009 — 2011
Business
Virginia Polytechnic Institute and State University 1992 — 1996
B.S., Business & Computer Education
Union First Market Bank February 2011 - Present
CJW Medical Center December 2009 - February 2011
Genworth Financial May 2008 - February 2009
Wachovia Securities August 1997 - May 2008
Skills
Visio, SharePoint, Process Improvement, Requirements Gathering, Business Analysis, Vendor Management, Program Management, Project Management, Access, Change Management, SDLC, Software Project..., Risk Management, Business Intelligence
Education
Kaplan University 2009 — 2011
Business
Virginia Polytechnic Institute and State University 1992 — 1996
B.S., Business & Computer Education
Shelly Powers's Wachovia Securities Experience May 1999 - April 2009
Job Accounting/Business Office at Collegiate School
Industry Financial Services
Experience
Collegiate School February 2014 - Present
Cherry Bekaert LLP January 2013 - February 2014
Benedictine College Preparatory May 2011 - January 2013
Wachovia Securities May 1999 - April 2009
Skills
Accounts Payable, Account Reconciliation, Sales, Finance, Accounting, Invoicing, General Ledger, Leadership, Team Building, Customer Service, Credit, Financial Statements, Accounts Receivable, Data Entry, Financial Analysis, Microsoft Office, Microsoft Excel, Budgets, Microsoft Word, Payments, Payroll
Education
John Tyler Community College 1991 — 1993
Accounting
Meadowbrook High School 1980 — 1984
Business
Collegiate School February 2014 - Present
Cherry Bekaert LLP January 2013 - February 2014
Benedictine College Preparatory May 2011 - January 2013
Wachovia Securities May 1999 - April 2009
Skills
Accounts Payable, Account Reconciliation, Sales, Finance, Accounting, Invoicing, General Ledger, Leadership, Team Building, Customer Service, Credit, Financial Statements, Accounts Receivable, Data Entry, Financial Analysis, Microsoft Office, Microsoft Excel, Budgets, Microsoft Word, Payments, Payroll
Education
John Tyler Community College 1991 — 1993
Accounting
Meadowbrook High School 1980 — 1984
Business
Houston Burris's Wachovia Securities Experience April 2007 - February 2008
Job Support Engineer at Microsoft
Industry Information Technology and Services
Experience
Microsoft March 2014 - Present
Microsoft March 2013 - February 2014
Bank of America April 2011 - May 2012
Azaleos Corporation May 2009 - April 2011
M3 Technologies February 2008 - May 2009
Wachovia Securities April 2007 - February 2008
Wachovia Securities November 2005 - April 2007
North Carolina A & T State University March 2005 - November 2005
North Carolina A & T State University August 1998 - December 1998
Skills
Active Directory, Troubleshooting, Desktop Support, Blackberry Enterprise..., Hardware, SharePoint, Documentation, Visio, Windows, Microsoft Exchange 2003, Microsoft Exchange 2010, Microsoft Exchange, Technical Support, Windows Server, Software Documentation, Microsoft Technologies, Servers, Virtualization, Windows 7, VMware, System Deployment, XP, Networking, Computer Hardware, TCP/IP, Help Desk Support, VPN, Laptops, Network Security, Network Administration, Lotus Notes, Security, Testing, DHCP, Data Center, Operating Systems, DNS, IIS, Disaster Recovery, Hyper-V, Citrix, VMware ESX, System Administration, Blackberry, Powershell, Cloud Computing, Firewalls, IP, IT Operations, ITIL
Education
Strayer University 2009 — 2011
Masters, Business Administration / Information Systems Management, 3.8
North Carolina Agricultural and Technical State University 2000 — 2003
B.S., Computer Science, 2.9
Johnson and Wales University 1996 — 1998
A.S. classes completed, Computer Science / Business Administration
Caesar Rodney High School 1992 — 1996
Microsoft March 2014 - Present
Microsoft March 2013 - February 2014
Bank of America April 2011 - May 2012
Azaleos Corporation May 2009 - April 2011
M3 Technologies February 2008 - May 2009
Wachovia Securities April 2007 - February 2008
Wachovia Securities November 2005 - April 2007
North Carolina A & T State University March 2005 - November 2005
North Carolina A & T State University August 1998 - December 1998
Skills
Active Directory, Troubleshooting, Desktop Support, Blackberry Enterprise..., Hardware, SharePoint, Documentation, Visio, Windows, Microsoft Exchange 2003, Microsoft Exchange 2010, Microsoft Exchange, Technical Support, Windows Server, Software Documentation, Microsoft Technologies, Servers, Virtualization, Windows 7, VMware, System Deployment, XP, Networking, Computer Hardware, TCP/IP, Help Desk Support, VPN, Laptops, Network Security, Network Administration, Lotus Notes, Security, Testing, DHCP, Data Center, Operating Systems, DNS, IIS, Disaster Recovery, Hyper-V, Citrix, VMware ESX, System Administration, Blackberry, Powershell, Cloud Computing, Firewalls, IP, IT Operations, ITIL
Education
Strayer University 2009 — 2011
Masters, Business Administration / Information Systems Management, 3.8
North Carolina Agricultural and Technical State University 2000 — 2003
B.S., Computer Science, 2.9
Johnson and Wales University 1996 — 1998
A.S. classes completed, Computer Science / Business Administration
Caesar Rodney High School 1992 — 1996
Mickey Loughman's Wachovia Securities Experience December 2007 - February 2009
Job Visual Basic Analyst at AT&T Mobility
Industry Information Technology and Services
Experience
AT&T Mobility July 2009 - Present
Wachovia Securities December 2007 - February 2009
Creative Metal Solutions, Inc. January 2007 - August 2007
Empire Today, LLC April 2006 - December 2006
Celebrate Life International January 2000 - March 2006
Skills
Software Documentation
Education
Kennesaw State University 1996 — 1999
BS, Computer Science, Mathematics
AT&T Mobility July 2009 - Present
Wachovia Securities December 2007 - February 2009
Creative Metal Solutions, Inc. January 2007 - August 2007
Empire Today, LLC April 2006 - December 2006
Celebrate Life International January 2000 - March 2006
Skills
Software Documentation
Education
Kennesaw State University 1996 — 1999
BS, Computer Science, Mathematics
Michael J. Origlia's Wachovia Securities Experience May 2004 - April 2010
Job Senior Vice President Branch Manager at Wells Fargo Advisors LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2010 - April 2013
Wachovia Securities May 2004 - April 2010
Prudential Securities January 2001 - April 2004
Wit Capital 1998 - 2001
Education
Long Island University, Southampton Campus 1985 — 1989
Bachelor's, Finance
Wells Fargo Advisors, LLC April 2010 - April 2013
Wachovia Securities May 2004 - April 2010
Prudential Securities January 2001 - April 2004
Wit Capital 1998 - 2001
Education
Long Island University, Southampton Campus 1985 — 1989
Bachelor's, Finance
Bill Cvetkovski, CPA's Wachovia Securities Experience July 2003 - February 2009
Job Managing Director at RBS Citizens
Industry Investment Banking
Experience
RBS Citizens October 2011 - Present
Wells Fargo Securities March 2009 - October 2011
Wachovia Securities July 2003 - February 2009
Masco Corporation September 2000 - November 2001
Arthur Andersen LLP September 1997 - August 2000
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA, Finance
Kettering University 1992 — 1997
BS, Accounting
RBS Citizens October 2011 - Present
Wells Fargo Securities March 2009 - October 2011
Wachovia Securities July 2003 - February 2009
Masco Corporation September 2000 - November 2001
Arthur Andersen LLP September 1997 - August 2000
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA, Finance
Kettering University 1992 — 1997
BS, Accounting
Selvi Kuppusamy's Wachovia Securities Experience 2008 - 2008
Job Testing Specialist Senior at Capital One
Industry Information Services
Experience
Capital One April 2013 - Present
Advance Auto Parts August 2012 - Present
Royall & Company September 2011 - August 2012
Capital One April 2010 - July 2011
Wells Fargo Advisors, LLC October 2009 - April 2010
Wachovia Securities 2008 - 2008
Signature Consulting 2008 - 2008
Consult2hire 2008 - 2008
Federal Reserve Bank 2007 - 2007
Acision 2006 - 2007
Skills
Testing, Test Planning, Quality Assurance, SDLC, Quality Center, System Testing, Requirements Analysis, Software Quality..., Agile Methodologies, Test Cases, User Acceptance Testing, Test Automation, QTP, Regression Testing, Business Analysis, Waterfall
Education
Mepco Schlenk Engineering 1986 — 2000
BE, Computer
Madurai Kamaraj University 1986 — 1990
BE, Computer
Capital One April 2013 - Present
Advance Auto Parts August 2012 - Present
Royall & Company September 2011 - August 2012
Capital One April 2010 - July 2011
Wells Fargo Advisors, LLC October 2009 - April 2010
Wachovia Securities 2008 - 2008
Signature Consulting 2008 - 2008
Consult2hire 2008 - 2008
Federal Reserve Bank 2007 - 2007
Acision 2006 - 2007
Skills
Testing, Test Planning, Quality Assurance, SDLC, Quality Center, System Testing, Requirements Analysis, Software Quality..., Agile Methodologies, Test Cases, User Acceptance Testing, Test Automation, QTP, Regression Testing, Business Analysis, Waterfall
Education
Mepco Schlenk Engineering 1986 — 2000
BE, Computer
Madurai Kamaraj University 1986 — 1990
BE, Computer
Joe DiCandio's Wachovia Securities Experience 2003 - 2005
Job VPSenior Compliance Director at AXAEQUITABLE
Industry Financial Services
Experience
AXA-EQUITABLE April 2005 - Present
Wachovia Securities 2003 - 2005
Prudential Financial 1994 - 2003
Gruntal & Co. 1990 - 1992
Skills
Series 7, Series 24, FINRA, Securities, AML, Series 63, Derivatives, Hedge Funds, Due Diligence, Securities Regulation, Alternative Investments, Investment Advisory, Financial Services, Fixed Income, Mutual Funds, Equities, Wealth Management, Capital Markets, Asset Management, KYC, Series 65, Options, ETFs, OFAC, Investment Management, USA PATRIOT Act, Financial Risk, Investments, Risk Management, Leadership, Insurance
Education
Manhattanville College
BA, Psychology, Business Management
AXA-EQUITABLE April 2005 - Present
Wachovia Securities 2003 - 2005
Prudential Financial 1994 - 2003
Gruntal & Co. 1990 - 1992
Skills
Series 7, Series 24, FINRA, Securities, AML, Series 63, Derivatives, Hedge Funds, Due Diligence, Securities Regulation, Alternative Investments, Investment Advisory, Financial Services, Fixed Income, Mutual Funds, Equities, Wealth Management, Capital Markets, Asset Management, KYC, Series 65, Options, ETFs, OFAC, Investment Management, USA PATRIOT Act, Financial Risk, Investments, Risk Management, Leadership, Insurance
Education
Manhattanville College
BA, Psychology, Business Management
Diana Childers's Wachovia Securities Experience 1991 - 2009
Job Providing staffing services that are focused on long term relationships
Industry Staffing and Recruiting
Experience
Innovative Talent Solutions August 2013 - Present
The Ivey October 2011 - May 2012
Strategic Staffing Solutions April 2010 - November 2011
Wachovia Securities 1991 - 2009
Wachovia Securities 1991 - 2009
Wells Fargo Financial Advisors (Formerly Wachovia Securities) 1991 - 2009
Skills
Banking, Risk Management, Process Improvement, Financial Services, Vendor Management, Business Analysis, Relationship Management, Leadership, Financial Risk, Securities, Call Centers, Wealth Management, Finance, Insurance, Mergers, Operations Management, Strategy
Education
Marshall University
BS, Criminal Justice
Innovative Talent Solutions August 2013 - Present
The Ivey October 2011 - May 2012
Strategic Staffing Solutions April 2010 - November 2011
Wachovia Securities 1991 - 2009
Wachovia Securities 1991 - 2009
Wells Fargo Financial Advisors (Formerly Wachovia Securities) 1991 - 2009
Skills
Banking, Risk Management, Process Improvement, Financial Services, Vendor Management, Business Analysis, Relationship Management, Leadership, Financial Risk, Securities, Call Centers, Wealth Management, Finance, Insurance, Mergers, Operations Management, Strategy
Education
Marshall University
BS, Criminal Justice
Christine M. Savino's Wachovia Securities Experience October 2003 - July 2006
Job Financial Services Professional
Industry Financial Services
Experience
United States Naval Reserves August 1984 - October 2009
MORGAN STANLEY August 2006 - January 2008
WACHOVIA SECURITIES October 2003 - July 2006
LINSCO PRIVATE LEDGER August 2001 - January 2003
SALOMON SMITH BARNEY April 1992 - January 2001
DEAN WITTER September 1988 - April 1992
Skills
Team Building, Microsoft Office, Securities, Series 7, Strategic Planning, Mutual Funds, Microsoft Excel, Visio, Process Improvement, Public Speaking, Uniform Combined State..., Series 63
Education
Kingsborough Community College 1977 — 1978
Pre-med/Liberal Arts
United States Naval Reserves August 1984 - October 2009
MORGAN STANLEY August 2006 - January 2008
WACHOVIA SECURITIES October 2003 - July 2006
LINSCO PRIVATE LEDGER August 2001 - January 2003
SALOMON SMITH BARNEY April 1992 - January 2001
DEAN WITTER September 1988 - April 1992
Skills
Team Building, Microsoft Office, Securities, Series 7, Strategic Planning, Mutual Funds, Microsoft Excel, Visio, Process Improvement, Public Speaking, Uniform Combined State..., Series 63
Education
Kingsborough Community College 1977 — 1978
Pre-med/Liberal Arts
Kerri Merone's Wachovia Securities Experience August 2006 - December 2007
Job Experienced Customer Service and Administrative Assistance in Travel, Human Services and Finance
Industry Consumer Services
Experience
Nortel Government Solutions June 2009 - October 2009
HOWARD CENTER February 2008 - February 2009
Wachovia Securities August 2006 - December 2007
Wachovia Securities March 2006 - August 2006
AMERICAN RED CROSS KATRINA/RITA DISASTER RELIEF February 2006 - February 2006
AMERICAN RED CROSS KATRINA DISASTER RELIEF December 2005 - January 2006
Child Travel May 1999 - December 2005
Thompson Travel November 1986 - May 1999
MENTAL HEALTH September 1984 - November 1986
VISITING NURSE ASSOCIATION March 1984 - April 1985
Education
Johnson State College
B.A, Psychology
AMERICAN RED CROSS
School name:
Nortel Government Solutions June 2009 - October 2009
HOWARD CENTER February 2008 - February 2009
Wachovia Securities August 2006 - December 2007
Wachovia Securities March 2006 - August 2006
AMERICAN RED CROSS KATRINA/RITA DISASTER RELIEF February 2006 - February 2006
AMERICAN RED CROSS KATRINA DISASTER RELIEF December 2005 - January 2006
Child Travel May 1999 - December 2005
Thompson Travel November 1986 - May 1999
MENTAL HEALTH September 1984 - November 1986
VISITING NURSE ASSOCIATION March 1984 - April 1985
Education
Johnson State College
B.A, Psychology
AMERICAN RED CROSS
School name:
Beverly Aldredge's Wachovia Securities Experience 2004 - 2010
Job Executive Assistant and Marketing Specialist
Industry Financial Services
Experience
Wachovia Securities 2004 - 2010
Education
Marshall University
Wachovia Securities 2004 - 2010
Education
Marshall University
DaVonda Hopkins's Wachovia Securities Experience November 2000 - March 2009
Job
Industry
Experience
Wachovia Securities November 2000 - March 2009
Virginia Correctional Center for Women March 1993 - 1998
Education
Community College Workforce Alliance 2009 — 2010
Completion of Certificiate, Medical Billing and Coding
Mary Baldwin College 2004 — 2008
BA, Business Administration/Management
J. Sargeant Reynolds Community College 1998 — 1999
Surgical Technician
Wachovia Securities November 2000 - March 2009
Virginia Correctional Center for Women March 1993 - 1998
Education
Community College Workforce Alliance 2009 — 2010
Completion of Certificiate, Medical Billing and Coding
Mary Baldwin College 2004 — 2008
BA, Business Administration/Management
J. Sargeant Reynolds Community College 1998 — 1999
Surgical Technician
Robert Nugent's Wachovia Securities Experience February 2007 - January 2008
Job Director of Market Development at S&P Capital IQ
Industry Financial Services
Experience
S&P Capital IQ July 2012 - Present
Capital IQ, Inc January 2008 - January 2011
Capital IQ, Inc., a division of Standard and Poor's 2008 - January 2011
Wachovia Securities February 2007 - January 2008
Morgan Stanley September 2001 - January 2007
Morgan Stanley September 2001 - January 2005
Merrill Lynch Private Client Group June 2000 - August 2000
Skills
Derivatives, Securities, Trading, Finance, Portfolio Management, Mergers & Acquisitions, Competitive Analysis, Structured Products, Equities, Bloomberg, Capital Markets, Market Data, Financial Markets, Hedge Funds, Credit, Management, Fixed Income, Sales, Capital IQ, Salesforce.com
Education
Lehigh University 1997 — 2001
BA, Economics
Lehigh University - College of Business and Economics 1997 — 2001
Bachelor of Arts (B.A.), Economics
S&P Capital IQ July 2012 - Present
Capital IQ, Inc January 2008 - January 2011
Capital IQ, Inc., a division of Standard and Poor's 2008 - January 2011
Wachovia Securities February 2007 - January 2008
Morgan Stanley September 2001 - January 2007
Morgan Stanley September 2001 - January 2005
Merrill Lynch Private Client Group June 2000 - August 2000
Skills
Derivatives, Securities, Trading, Finance, Portfolio Management, Mergers & Acquisitions, Competitive Analysis, Structured Products, Equities, Bloomberg, Capital Markets, Market Data, Financial Markets, Hedge Funds, Credit, Management, Fixed Income, Sales, Capital IQ, Salesforce.com
Education
Lehigh University 1997 — 2001
BA, Economics
Lehigh University - College of Business and Economics 1997 — 2001
Bachelor of Arts (B.A.), Economics
Noelle Yantz's Wachovia Securities Experience 2005 - 2008
Job Financial Consultant at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2011 - Present
Wells Fargo Advisors September 2008 - September 2011
Wachovia Securities 2005 - 2008
Wachovia Securities 2005 - 2008
Skills
Banking, Portfolio Management, Investments, Wealth Management, Securities, Financial Modeling, Strategic Financial..., Retirement Planning, Financial Services, Financial Analysis
Education
University of Richmond - Robins School of Business 2005 — 2008
MBA, Finance
Loyola College in Maryland 1998 — 2002
B.A., Economics
Wells Fargo Securities September 2011 - Present
Wells Fargo Advisors September 2008 - September 2011
Wachovia Securities 2005 - 2008
Wachovia Securities 2005 - 2008
Skills
Banking, Portfolio Management, Investments, Wealth Management, Securities, Financial Modeling, Strategic Financial..., Retirement Planning, Financial Services, Financial Analysis
Education
University of Richmond - Robins School of Business 2005 — 2008
MBA, Finance
Loyola College in Maryland 1998 — 2002
B.A., Economics
Kenan Avdic's Wachovia Securities Experience 2005 - 2007
Job Director of Development at Castle Rock Innovations
Industry Management Consulting
Experience
Castle Rock Innovations 2013 - Present
Deloitte 2012 - 2012
Legacy.com 2007 - 2012
Wachovia Securities 2005 - 2007
Various Life Science Clients 2002 - 2005
Vicor Corporation 1998 - 2002
National Instruments 1996 - 1998
Skills
Software Development, Enterprise Architecture, Management, Leadership, Cross-functional Team..., Enterprise Software, Architecture, Information Architecture, .NET, Social Media, IT Strategy, Mobile Devices, Agile Methodologies, Team Building, Open Source, Cloud Computing, Architectures, Business Process
Education
Lamar University
MS
Moscow Stali&Splavov Institute
BS
Castle Rock Innovations 2013 - Present
Deloitte 2012 - 2012
Legacy.com 2007 - 2012
Wachovia Securities 2005 - 2007
Various Life Science Clients 2002 - 2005
Vicor Corporation 1998 - 2002
National Instruments 1996 - 1998
Skills
Software Development, Enterprise Architecture, Management, Leadership, Cross-functional Team..., Enterprise Software, Architecture, Information Architecture, .NET, Social Media, IT Strategy, Mobile Devices, Agile Methodologies, Team Building, Open Source, Cloud Computing, Architectures, Business Process
Education
Lamar University
MS
Moscow Stali&Splavov Institute
BS
Jeffrey Llera's Wachovia Securities Experience July 2006 - October 2008
Job Federal Reserve Information Technology (CRM)
Industry Information Technology and Services
Experience
Federal Reserve Information Technology April 2012 - Present
Collabera/Wellsfargo October 2010 - November 2011
Capital One April 2010 - July 2010
Northrop Grumman October 2008 - January 2010
Wachovia Securities July 2006 - October 2008
chevy Chase Bank August 2005 - July 2006
Army National Guard/Reserve May 1994 - September 2005
Wachovia Securities December 2000 - July 2005
Comdial Corporation January 1999 - October 2000
Skills
Fluent in Haitian Creole, Microsoft Excel, Microsoft Word, Microsft Access, PowerPoint, Outlook and Lotus Notes, Microsoft Project, Share-center, STAMP, SharePoint, Business Analysis, Vendor Management, PMP, SDLC, Process Improvement, MS Project, ITIL V3 Foundation, ITIL, Analysis, Leadership, Management, Software Documentation, Access
Education
Liberty University 2008 — 2010
Bachelor of Science (B.S.), Business-Management
Massanutten Military Academy 1986 — 1994
Federal Reserve Information Technology April 2012 - Present
Collabera/Wellsfargo October 2010 - November 2011
Capital One April 2010 - July 2010
Northrop Grumman October 2008 - January 2010
Wachovia Securities July 2006 - October 2008
chevy Chase Bank August 2005 - July 2006
Army National Guard/Reserve May 1994 - September 2005
Wachovia Securities December 2000 - July 2005
Comdial Corporation January 1999 - October 2000
Skills
Fluent in Haitian Creole, Microsoft Excel, Microsoft Word, Microsft Access, PowerPoint, Outlook and Lotus Notes, Microsoft Project, Share-center, STAMP, SharePoint, Business Analysis, Vendor Management, PMP, SDLC, Process Improvement, MS Project, ITIL V3 Foundation, ITIL, Analysis, Leadership, Management, Software Documentation, Access
Education
Liberty University 2008 — 2010
Bachelor of Science (B.S.), Business-Management
Massanutten Military Academy 1986 — 1994
George Carl Wray's Wachovia Securities Experience December 2009 - February 2010
Job Staffing Manager at Accountemps
Industry Accounting
Experience
Accountemps January 2012 - Present
Compass CPA January 2011 - July 2011
Fort Wayne Metals Research Company March 2010 - August 2010
Wachovia Securities December 2009 - February 2010
Citigroup Smith Barney March 2008 - September 2008
Skills
Cost Analysis, Financial Reporting, Tax, Time Management, Finance, Corporate Finance, QuickBooks, Accounts Payable, Accounting, Accounts Receivable, General Ledger, Account Reconciliation, Financial Accounting, Microsoft Excel, Inventory Management, Financial Statements, Microsoft Word, Invoicing, Customer Service, PowerPoint, Leadership
Education
Manchester College 2006 — 2011
Bachelor of Science, Accounting & Finance Dec 2010
Carrol High school
Accountemps January 2012 - Present
Compass CPA January 2011 - July 2011
Fort Wayne Metals Research Company March 2010 - August 2010
Wachovia Securities December 2009 - February 2010
Citigroup Smith Barney March 2008 - September 2008
Skills
Cost Analysis, Financial Reporting, Tax, Time Management, Finance, Corporate Finance, QuickBooks, Accounts Payable, Accounting, Accounts Receivable, General Ledger, Account Reconciliation, Financial Accounting, Microsoft Excel, Inventory Management, Financial Statements, Microsoft Word, Invoicing, Customer Service, PowerPoint, Leadership
Education
Manchester College 2006 — 2011
Bachelor of Science, Accounting & Finance Dec 2010
Carrol High school
Vala Taflan's Wachovia Securities Experience May 2005 - April 2007
Job Controller at Chiquita Fresh Express
Industry Consumer Goods
Experience
Chiquita - Fresh Express March 2015 - Present
Chiquita - Fresh Express June 2012 - March 2015
Momentive Performance Materials (Formerly GE Silicones) December 2009 - June 2012
Axiant August 2008 - December 2009
GE Plastics April 2007 - August 2008
Wachovia Securities May 2005 - April 2007
Skills
Finance, Forecasting, Financial Analysis, SAP, Financial Reporting, Hyperion Enterprise, Financial Modeling, Variance Analysis, Managerial Finance, Process Improvement, Pricing, Strategic Financial..., Cost Accounting
Education
University of West Georgia 2003 — 2004
Master of Business Administration (MBA)
Marmara Üniversitesi 1995 — 1999
Bachelor of Business Administration (B.B.A.)
Chiquita - Fresh Express March 2015 - Present
Chiquita - Fresh Express June 2012 - March 2015
Momentive Performance Materials (Formerly GE Silicones) December 2009 - June 2012
Axiant August 2008 - December 2009
GE Plastics April 2007 - August 2008
Wachovia Securities May 2005 - April 2007
Skills
Finance, Forecasting, Financial Analysis, SAP, Financial Reporting, Hyperion Enterprise, Financial Modeling, Variance Analysis, Managerial Finance, Process Improvement, Pricing, Strategic Financial..., Cost Accounting
Education
University of West Georgia 2003 — 2004
Master of Business Administration (MBA)
Marmara Üniversitesi 1995 — 1999
Bachelor of Business Administration (B.B.A.)
Hugh Tamoney's Wachovia Securities Experience June 2000 - March 2004
Job Owner at American Specialty Insurance Group Inc
Industry Insurance
Experience
American Specialty Insurance Group Inc June 2008 - Present
Wachovia Securities June 2000 - March 2004
Skills
Umbrella Insurance, Marketing, Customer Service, Strategic Planning, Claim, New Business Development, Negotiation, Renters, Budgets, Project Management, Medical Malpractice, Business Planning, Accounting, Commercial Insurance, Professional Liability, Account Management, Logistics, Operations Management, Contract Negotiation, Sales Management, Insurance, Team Building, Sales, Small Business, Entrepreneurship, Management, Customer Satisfaction
Education
Rollins College - Crummer Graduate School of Business 1983 — 1985
MBA
Loyola University New Orleans 1979 — 1983
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
American Specialty Insurance Group Inc June 2008 - Present
Wachovia Securities June 2000 - March 2004
Skills
Umbrella Insurance, Marketing, Customer Service, Strategic Planning, Claim, New Business Development, Negotiation, Renters, Budgets, Project Management, Medical Malpractice, Business Planning, Accounting, Commercial Insurance, Professional Liability, Account Management, Logistics, Operations Management, Contract Negotiation, Sales Management, Insurance, Team Building, Sales, Small Business, Entrepreneurship, Management, Customer Satisfaction
Education
Rollins College - Crummer Graduate School of Business 1983 — 1985
MBA
Loyola University New Orleans 1979 — 1983
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Eugene Inberg's Wachovia Securities Experience September 2005 - November 2007
Job Director Finance at Portigon Financial Services
Industry Financial Services
Experience
Portigon Financial Services November 2007 - Present
Wachovia Securities September 2005 - November 2007
KBC Financial Products October 2003 - September 2005
Skills
Banking, Capital Markets, Equities, Financial Services, Portfolio Management, Fixed Income, Financial Analysis, Risk Management, Treasury Management, Strategic Financial..., Investment Banking, Corporate Finance, Cash Management, Securities, Derivatives, Finance
Education
Long Island University
Bachelor's degree, Accounting
Portigon Financial Services November 2007 - Present
Wachovia Securities September 2005 - November 2007
KBC Financial Products October 2003 - September 2005
Skills
Banking, Capital Markets, Equities, Financial Services, Portfolio Management, Fixed Income, Financial Analysis, Risk Management, Treasury Management, Strategic Financial..., Investment Banking, Corporate Finance, Cash Management, Securities, Derivatives, Finance
Education
Long Island University
Bachelor's degree, Accounting
Terry Medley's Wachovia Securities Experience March 1993 - August 2005
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2010 - Present
Ameriprise Financial Services, Inc. August 2005 - November 2010
Wachovia Securities March 1993 - August 2005
Skills
Retirement, Investments, Alternative Investments, Financial Advisory, Fixed Annuities
Education
Louisiana State University 1975 — 1979
Bachelor of Arts (BA), Economics
Wells Fargo Advisors, LLC November 2010 - Present
Ameriprise Financial Services, Inc. August 2005 - November 2010
Wachovia Securities March 1993 - August 2005
Skills
Retirement, Investments, Alternative Investments, Financial Advisory, Fixed Annuities
Education
Louisiana State University 1975 — 1979
Bachelor of Arts (BA), Economics
Merrill Lynch
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank