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
Teodora Gorciu, FRM Teodora Gorciu, FRM's Wachovia Securities Experience June 2007 - September 2008
Job Market Risk Management at JPMorgan Chase
Industry Banking
Experience
J.P. Morgan September 2012 - Present
BB&T March 2009 - September 2012
Wachovia Securities June 2007 - September 2008
GlaxoSmithKline 2006 - 2006
Skills
Credit Risk, Financial Modeling, Interest Rate Risk..., Fixed Income, Financial Risk, Risk Management, Financial Analysis, Derivatives, Hedging, Credit, Portfolio Management
Education
North Carolina State University - College of Management 2005 — 2007
MBA, Financial Management
UNC Greensboro 2001 — 2003
Bachelor of Science (BS), Finance
J.P. Morgan September 2012 - Present
BB&T March 2009 - September 2012
Wachovia Securities June 2007 - September 2008
GlaxoSmithKline 2006 - 2006
Skills
Credit Risk, Financial Modeling, Interest Rate Risk..., Fixed Income, Financial Risk, Risk Management, Financial Analysis, Derivatives, Hedging, Credit, Portfolio Management
Education
North Carolina State University - College of Management 2005 — 2007
MBA, Financial Management
UNC Greensboro 2001 — 2003
Bachelor of Science (BS), Finance
Barbara Schabert Barbara Schabert's Wachovia Securities Experience May 2007 - July 2009
Job Student at New York Law School
Industry Law Practice
Experience
Fowler White Burnett May 2014 - Present
New York Law School August 2012 - Present
NYC Bar Mentor Program January 2010 - May 2012
Alejandro A. Zamora. P.A. June 2011 - August 2011
Wayne Greenwald, P.C. May 2010 - August 2010
WACHOVIA SECURITIES May 2007 - July 2009
SHUMAKER May 2003 - August 2006
Skills
Westlaw, Research, Microsoft Excel, Microsoft Word, PowerPoint, Asset Managment, Editing, Civil Litigation, Legal Writing, Legal Research, Courts, Bankruptcy, Budgets, Negotiation, Asset Management, Management, Depositions, Hearings, Public Speaking, Criminal Law, Tax Law, Litigation
Education
New York Law School 2012 — 2013
LL.M. Taxation
New York Law School 2009 — 2012
Doctor of Law (J.D.)
University of South Florida 2004 — 2009
Bachelor of Science Degree, Business Administration Finance
Fowler White Burnett May 2014 - Present
New York Law School August 2012 - Present
NYC Bar Mentor Program January 2010 - May 2012
Alejandro A. Zamora. P.A. June 2011 - August 2011
Wayne Greenwald, P.C. May 2010 - August 2010
WACHOVIA SECURITIES May 2007 - July 2009
SHUMAKER May 2003 - August 2006
Skills
Westlaw, Research, Microsoft Excel, Microsoft Word, PowerPoint, Asset Managment, Editing, Civil Litigation, Legal Writing, Legal Research, Courts, Bankruptcy, Budgets, Negotiation, Asset Management, Management, Depositions, Hearings, Public Speaking, Criminal Law, Tax Law, Litigation
Education
New York Law School 2012 — 2013
LL.M. Taxation
New York Law School 2009 — 2012
Doctor of Law (J.D.)
University of South Florida 2004 — 2009
Bachelor of Science Degree, Business Administration Finance
Randal (Randy) Hering Randal (Randy) Hering's Wachovia Securities Experience October 2004 - September 2006
Job Senior Closing Officer at Berkeley Point Capital LLC
Industry Commercial Real Estate
Experience
Berkeley Point Capital LLC February 2013 - Present
Centerline Capital Group January 2008 - February 2013
RR Donnelley Global Real Estate Services September 2006 - January 2008
Wachovia Securities October 2004 - September 2006
Prudential Asset Resources 2001 - 2004
Skills
Underwriting, Strategic Planning, Asset Management, Analysis, Real Estate Transactions, Loans, Real Estate Economics, Investment Properties, Real Estate, Property Management, Loan Origination, Budgets, Real Estate Development, Leases, Commercial Real Estate, Negotiation, Due Diligence, Training, Commercial Mortgages, Valuation, Disposition, Mortgage Lending, Real Estate Financing, Microsoft Excel
Education
Midwestern State University 1991 — 1995
BA, Mass Communications
Berkeley Point Capital LLC February 2013 - Present
Centerline Capital Group January 2008 - February 2013
RR Donnelley Global Real Estate Services September 2006 - January 2008
Wachovia Securities October 2004 - September 2006
Prudential Asset Resources 2001 - 2004
Skills
Underwriting, Strategic Planning, Asset Management, Analysis, Real Estate Transactions, Loans, Real Estate Economics, Investment Properties, Real Estate, Property Management, Loan Origination, Budgets, Real Estate Development, Leases, Commercial Real Estate, Negotiation, Due Diligence, Training, Commercial Mortgages, Valuation, Disposition, Mortgage Lending, Real Estate Financing, Microsoft Excel
Education
Midwestern State University 1991 — 1995
BA, Mass Communications
Bethia Hsaw Bethia Hsaw's Wachovia Securities Experience July 2008 - September 2008
Job Marketing Program Manager at Thermo Fisher Scientific (Life Technologies)
Industry Online Media
Experience
Thermo Fisher Scientific (Life Technologies) July 2014 - Present
Renewal Missions Inc. (Nonprofit) January 2014 - February 2015
Analog Analytics (A Barclaycard Business) May 2010 - December 2013
IBEE International Inc. May 2009 - May 2010
China Times Inc., Want Newspaper July 2009 - August 2009
Wachovia Securities July 2008 - September 2008
Acellent Technologies Inc. July 2007 - September 2008
Riverbank Bookstore August 2005 - August 2006
Foothill Community College January 2004 - June 2006
Palo Alto Junior Museum and Zoo June 2005 - August 2005
Skills
Chinese, Editing, Microsoft Office, Promotions, Marketing Communications, Customer Service, Writing, HTML, Online Marketing, Social Media, Market Research, Marketing Strategy, Photoshop, Illustrator, Advertising, Customer Relations, Photography, Email Marketing, Silverpop, Wordpress, Online Advertising, Event Management, Copywriting, Sales Presentations, WordPress, Mobile Marketing, Press Releases, Account Management
Education
University of California, San Diego 2006 — 2010
B.A., Communication
National Taiwan University 2009 — 2009
Education Abroad Program, (Professional/Business) Mandarin Chinese, Marketing, 4.0
Henry M. Gunn High School 2002 — 2006
High School Diploma, 3.8
Thermo Fisher Scientific (Life Technologies) July 2014 - Present
Renewal Missions Inc. (Nonprofit) January 2014 - February 2015
Analog Analytics (A Barclaycard Business) May 2010 - December 2013
IBEE International Inc. May 2009 - May 2010
China Times Inc., Want Newspaper July 2009 - August 2009
Wachovia Securities July 2008 - September 2008
Acellent Technologies Inc. July 2007 - September 2008
Riverbank Bookstore August 2005 - August 2006
Foothill Community College January 2004 - June 2006
Palo Alto Junior Museum and Zoo June 2005 - August 2005
Skills
Chinese, Editing, Microsoft Office, Promotions, Marketing Communications, Customer Service, Writing, HTML, Online Marketing, Social Media, Market Research, Marketing Strategy, Photoshop, Illustrator, Advertising, Customer Relations, Photography, Email Marketing, Silverpop, Wordpress, Online Advertising, Event Management, Copywriting, Sales Presentations, WordPress, Mobile Marketing, Press Releases, Account Management
Education
University of California, San Diego 2006 — 2010
B.A., Communication
National Taiwan University 2009 — 2009
Education Abroad Program, (Professional/Business) Mandarin Chinese, Marketing, 4.0
Henry M. Gunn High School 2002 — 2006
High School Diploma, 3.8
Brian Wyman, MBA, CRPC, CLTC, Brian Wyman, MBA, CRPC, CLTC,'s Wachovia Securities Experience December 2004 - August 2007
Job Financial Advisor,
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2012 - Present
Merrill Lynch August 2007 - December 2012
Wachovia Securities December 2004 - August 2007
AG Edwards & sons, Inc. May 1997 - December 2004
Smith Barney October 1991 - May 1997
New York Life Insurance Company April 1989 - October 1991
Teradyne Inc. 1976 - 1989
Education
University of Lowell,MA 1981 — 1986
MBA, Operations Management
Northeastern University 1967 — 1971
BA, Political Science
Ameriprise Financial Services, Inc. December 2012 - Present
Merrill Lynch August 2007 - December 2012
Wachovia Securities December 2004 - August 2007
AG Edwards & sons, Inc. May 1997 - December 2004
Smith Barney October 1991 - May 1997
New York Life Insurance Company April 1989 - October 1991
Teradyne Inc. 1976 - 1989
Education
University of Lowell,MA 1981 — 1986
MBA, Operations Management
Northeastern University 1967 — 1971
BA, Political Science
Tyrone Sunde Tyrone Sunde's Wachovia Securities Experience March 2004 - May 2007
Job Financial Systems Analyst at U.S. Bank
Industry Banking
Experience
U.S. Bank July 2014 - Present
U.S. Bank July 2008 - July 2014
Wachovia Securities March 2004 - May 2007
Merrill Corporation October 2001 - August 2003
Skills
Advanced MS Excel, SQL, VBA, C++, Mathematics
Education
Minnesota State University, Mankato 1999 — 2000
B.S. Finance, Investment Analysis
White Bear High
U.S. Bank July 2014 - Present
U.S. Bank July 2008 - July 2014
Wachovia Securities March 2004 - May 2007
Merrill Corporation October 2001 - August 2003
Skills
Advanced MS Excel, SQL, VBA, C++, Mathematics
Education
Minnesota State University, Mankato 1999 — 2000
B.S. Finance, Investment Analysis
White Bear High
Mary-Margaret Park Mary-Margaret Park's Wachovia Securities Experience June 2000 - February 2003
Job Language Fundamentals Teacher
Industry Education Management
Experience
Mary Margaret Park June 2015 - Present
The New Community School August 2014 - June 2015
Riverside School August 2012 - August 2014
Young Rembrandts January 2009 - June 2013
Wachovia Securities June 2000 - February 2003
SunTrust Bank September 1999 - June 2000
Cone Mills Corporation September 1997 - August 1999
Skills
Spanish, Community Outreach
Education
The University of North Carolina at Greensboro 1995 — 1997
Master of Business Administration (MBA)
North Carolina State University 1990 — 1993
Bachelor of Arts (B.A.), Spanish Language & Literature
Mary Margaret Park June 2015 - Present
The New Community School August 2014 - June 2015
Riverside School August 2012 - August 2014
Young Rembrandts January 2009 - June 2013
Wachovia Securities June 2000 - February 2003
SunTrust Bank September 1999 - June 2000
Cone Mills Corporation September 1997 - August 1999
Skills
Spanish, Community Outreach
Education
The University of North Carolina at Greensboro 1995 — 1997
Master of Business Administration (MBA)
North Carolina State University 1990 — 1993
Bachelor of Arts (B.A.), Spanish Language & Literature
Raymond W. Wetherington Raymond W. Wetherington's Wachovia Securities Experience 1999 - 2003
Job Saratoga Asset Management
Industry Commercial Real Estate
Experience
Saratoga Asset Management March 2003 - Present
NewDominion Bank August 2011 - April 2014
Community One Bank March 2009 - 2011
GE Capital 2008 - 2008
Wachovia Securities 1999 - 2003
Rubenstein Company 1997 - 1999
Insignia Financial Group 1994 - 1997
Merck 1991 - 1994
Lehman Brothers 1988 - 1991
Skills
Workout, Turn Around Specialist, Asset Disposition, REO, Real Estate Asset..., Portfolio Management, Real Estate Acquisitions, Net Lease Experience, Special Servicing..., Asset Management, Dispositions, Capital Markets..., Real Estate, Servicing, Capital Markets, Due Diligence, Asset Managment, Disposition, Asset, Private Equity, Mergers & Acquisitions, Loans, Acquisitions, Corporate Real Estate, Property Management, Real Estate Financing, Real Estate Economics, Underwriting, Restructuring, Commercial Mortgages, Property, Commercial Lending, Asset Based Lending, Mezzanine, Valuation, SBA, Leases, Investments, Commercial Real Estate, Real Estate Development, Finance
Education
New York University 1989 — 1992
Masters, Real Estate Investment & Development
Rochester Institute of Technology 1982 — 1988
Bachelors, Finance
Saratoga Asset Management March 2003 - Present
NewDominion Bank August 2011 - April 2014
Community One Bank March 2009 - 2011
GE Capital 2008 - 2008
Wachovia Securities 1999 - 2003
Rubenstein Company 1997 - 1999
Insignia Financial Group 1994 - 1997
Merck 1991 - 1994
Lehman Brothers 1988 - 1991
Skills
Workout, Turn Around Specialist, Asset Disposition, REO, Real Estate Asset..., Portfolio Management, Real Estate Acquisitions, Net Lease Experience, Special Servicing..., Asset Management, Dispositions, Capital Markets..., Real Estate, Servicing, Capital Markets, Due Diligence, Asset Managment, Disposition, Asset, Private Equity, Mergers & Acquisitions, Loans, Acquisitions, Corporate Real Estate, Property Management, Real Estate Financing, Real Estate Economics, Underwriting, Restructuring, Commercial Mortgages, Property, Commercial Lending, Asset Based Lending, Mezzanine, Valuation, SBA, Leases, Investments, Commercial Real Estate, Real Estate Development, Finance
Education
New York University 1989 — 1992
Masters, Real Estate Investment & Development
Rochester Institute of Technology 1982 — 1988
Bachelors, Finance
Evan M. Quinones Evan M. Quinones's Wachovia Securities Experience August 2002 - December 2003
Job Vice President CD Trading at Wunderlich Securities Inc.
Industry Investment Banking
Experience
Wunderlich Securities Inc. July 2010 - Present
Jesup & Lamont Securities Inc. November 2008 - June 2010
Financial Northeastern Companies August 2004 - November 2008
Wachovia Securities August 2002 - December 2003
Skills
Series 7, Series 63, Securities, Fixed Income, Bloomberg, Bonds, Trading, Investments, FINRA, Life Insurance, Health Insurance, Title Insurance, Variable Annuities, Electronic Trading, Mortgage Lending, Structured Products, Fixed Income Trading, Mutual Funds, Wealth Management, Mortgage Banking, Trading System, Electronic Trading..., Core Banking, Capital Markets, Equities, Asset Management
Education
Montclair State University 1995 — 1997
Bachelors of Science, Minor in Business Management
Wunderlich Securities Inc. July 2010 - Present
Jesup & Lamont Securities Inc. November 2008 - June 2010
Financial Northeastern Companies August 2004 - November 2008
Wachovia Securities August 2002 - December 2003
Skills
Series 7, Series 63, Securities, Fixed Income, Bloomberg, Bonds, Trading, Investments, FINRA, Life Insurance, Health Insurance, Title Insurance, Variable Annuities, Electronic Trading, Mortgage Lending, Structured Products, Fixed Income Trading, Mutual Funds, Wealth Management, Mortgage Banking, Trading System, Electronic Trading..., Core Banking, Capital Markets, Equities, Asset Management
Education
Montclair State University 1995 — 1997
Bachelors of Science, Minor in Business Management
Amber Rue Amber Rue's Wachovia Securities Experience January 2008 - December 2008
Job Financial Analyst at ConAgra Foods
Industry Accounting
Experience
ConAgra Foods June 2014 - Present
ConAgra Foods February 2013 - Present
CSG International January 2012 - February 2013
SAIC November 2010 - January 2012
Blackman & Associates, PC January 2010 - April 2010
Wachovia Securities January 2008 - December 2008
Skills
CPA, Accounting, Process Improvement, Auditing, Internal Controls, Internal Audit, Analysis, Cost Accounting, Finance, General Ledger, Management, Risk Management, Strategic Financial..., GAAP
Education
University of Nebraska at Omaha 2008 — 2010
Bachelor Of Science in Business Administration, Accounting
Institute of Internal Auditors Training
Continuing Professional Education (CPEs), Accounting, Auditing, Business/Management, Industry Specific, Soft Skills
Metropolitan Community College
Bachelor of Business Administration (B.B.A.), Accounting
University of Oklahoma
Meteorology
ConAgra Foods June 2014 - Present
ConAgra Foods February 2013 - Present
CSG International January 2012 - February 2013
SAIC November 2010 - January 2012
Blackman & Associates, PC January 2010 - April 2010
Wachovia Securities January 2008 - December 2008
Skills
CPA, Accounting, Process Improvement, Auditing, Internal Controls, Internal Audit, Analysis, Cost Accounting, Finance, General Ledger, Management, Risk Management, Strategic Financial..., GAAP
Education
University of Nebraska at Omaha 2008 — 2010
Bachelor Of Science in Business Administration, Accounting
Institute of Internal Auditors Training
Continuing Professional Education (CPEs), Accounting, Auditing, Business/Management, Industry Specific, Soft Skills
Metropolitan Community College
Bachelor of Business Administration (B.B.A.), Accounting
University of Oklahoma
Meteorology
Rhett Paul Neuman, CFP® Rhett Paul Neuman, CFP®'s Wachovia Securities Experience August 2000 - January 2009
Job Senior Vice President – Financial Advisor, Senior Portfolio Manager – Portfolio Focus at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management January 2009 - Present
Wachovia Securities August 2000 - January 2009
Education
Minnesota State University, Moorhead 1988 — 1991
Bachelors of Science, Finance
University of Wisconsin-Stout 1987 — 1988
RBC Wealth Management January 2009 - Present
Wachovia Securities August 2000 - January 2009
Education
Minnesota State University, Moorhead 1988 — 1991
Bachelors of Science, Finance
University of Wisconsin-Stout 1987 — 1988
Jeremy C. Jones Jeremy C. Jones's Wachovia Securities Experience 2005 - 2007
Job Financial Advisor at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2014 - Present
Wells Fargo Advisors, LLC 2012 - 2014
Herndon Capital Management 2007 - 2011
Wachovia Securities 2005 - 2007
Skills
Financial Analysis, Investments, Financial Modeling, Valuation, Equities, Bloomberg, Mutual Funds, Portfolio Management, Asset Management, Wealth Management, Financial Reporting, Due Diligence
Education
Morehouse College 2001 — 2005
Bachelor of Arts (BA), Business Administration/Finance, magna cum laude
Morgan Stanley Wealth Management 2014 - Present
Wells Fargo Advisors, LLC 2012 - 2014
Herndon Capital Management 2007 - 2011
Wachovia Securities 2005 - 2007
Skills
Financial Analysis, Investments, Financial Modeling, Valuation, Equities, Bloomberg, Mutual Funds, Portfolio Management, Asset Management, Wealth Management, Financial Reporting, Due Diligence
Education
Morehouse College 2001 — 2005
Bachelor of Arts (BA), Business Administration/Finance, magna cum laude
Darren Oliverio Darren Oliverio's Wachovia Securities Experience January 1998 - August 2006
Job Vice president, Commercial lender
Industry Financial Services
Experience
Harbor Community Bank November 2014 - Present
TD Bank March 2014 - October 2014
MidtownCycles January 2010 - March 2014
RBC Bank February 2007 - May 2009
Public Bank merged with RBC Bank January 2007 - September 2008
Wachovia Securities January 1998 - August 2006
Skills
Customer Service, English, Research, Outlook, Public Speaking, Strategic Planning, Budgets, Negotiation, Commercial Lending, Commercial Banking, Business Planning, Business Development, Investment Banking, Private Banking, Asset Based Lending, C&I Lending, Wholesale Lending, Investment Advisory, Insurance, Health Insurance, Term Life Insurance, Property & Casualty..., Finance, Portfolio Management, Loans, Banking, Small Business, Credit, Financial Risk, Management, Sales
Education
Mississippi State University 1980 — 1984
Bachelor's degree, Business Administration and Management, General
Harbor Community Bank November 2014 - Present
TD Bank March 2014 - October 2014
MidtownCycles January 2010 - March 2014
RBC Bank February 2007 - May 2009
Public Bank merged with RBC Bank January 2007 - September 2008
Wachovia Securities January 1998 - August 2006
Skills
Customer Service, English, Research, Outlook, Public Speaking, Strategic Planning, Budgets, Negotiation, Commercial Lending, Commercial Banking, Business Planning, Business Development, Investment Banking, Private Banking, Asset Based Lending, C&I Lending, Wholesale Lending, Investment Advisory, Insurance, Health Insurance, Term Life Insurance, Property & Casualty..., Finance, Portfolio Management, Loans, Banking, Small Business, Credit, Financial Risk, Management, Sales
Education
Mississippi State University 1980 — 1984
Bachelor's degree, Business Administration and Management, General
Randall Hammond Randall Hammond's Wachovia Securities Experience 2004 - 2008
Job Managing Director, J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan March 2010 - Present
Morgan Stanley January 2008 - March 2010
Wachovia Securities 2004 - 2008
Morgan Keegan 1999 - 2004
Merrill Lynch 1994 - 1999
United States Marine Corps 1982 - 1994
Skills
Risk Management, Private Banking, Change Management, Segmentation, Asset Managment, Strategy, Wealth Management, Risk Assessment, Investments, Leadership, Talent Management, Management, Process Improvement, Financial Advisory, Mergers, Leadership Development, Capital Markets, Private Equity, Investment Strategies, Management Consulting, Financial Modeling, Business Planning, Banking, Estate Planning, Investment Management, Fixed Income, Equities, Alternative Investments, Team Leadership, Business Development, Financial Services, Finance, Retirement Planning, Investment Banking, Asset Allocation, Team Building, Public Relations, Investment Advisory, Corporate Finance, Wealth Management..., Hedge Funds, Securities, Mergers & Acquisitions, Executive Management, Series 63, Series 7, High Net Worth..., Mutual Funds, Series 24, FINRA
Education
Command and Staff College (USMC) 2001 — 2002
Millsaps College 1977 — 1982
B.A., Political Science
J.P. Morgan March 2010 - Present
Morgan Stanley January 2008 - March 2010
Wachovia Securities 2004 - 2008
Morgan Keegan 1999 - 2004
Merrill Lynch 1994 - 1999
United States Marine Corps 1982 - 1994
Skills
Risk Management, Private Banking, Change Management, Segmentation, Asset Managment, Strategy, Wealth Management, Risk Assessment, Investments, Leadership, Talent Management, Management, Process Improvement, Financial Advisory, Mergers, Leadership Development, Capital Markets, Private Equity, Investment Strategies, Management Consulting, Financial Modeling, Business Planning, Banking, Estate Planning, Investment Management, Fixed Income, Equities, Alternative Investments, Team Leadership, Business Development, Financial Services, Finance, Retirement Planning, Investment Banking, Asset Allocation, Team Building, Public Relations, Investment Advisory, Corporate Finance, Wealth Management..., Hedge Funds, Securities, Mergers & Acquisitions, Executive Management, Series 63, Series 7, High Net Worth..., Mutual Funds, Series 24, FINRA
Education
Command and Staff College (USMC) 2001 — 2002
Millsaps College 1977 — 1982
B.A., Political Science
Jeff Carmon Jeff Carmon's Wachovia Securities Experience November 2001 - April 2003
Job Attorney & Counselor at Law at The CW Law Group, PC
Industry Law Practice
Experience
NCCU School of Law January 2015 - Present
The CW Law Group, PC March 2009 - Present
North Carolina Central University August 2010 - December 2012
The Law Offices of James D. Williams Jr,, P.A. November 2007 - February 2009
The Diener Law Office June 2005 - November 2007
NC Administrative Office of the Courts September 2003 - August 2004
Wachovia Securities November 2001 - April 2003
Merrill Lynch October 1999 - November 2001
Administrative Office of the Courts May 1995 - September 1999
Skills
Legal Research, Civil Litigation, Criminal Law, Mediation, Litigation, Legal Writing, Estate Planning, Public Speaking, Family Law, Public Policy, Courts, Research, Legal Assistance, Wills, Hearings, Employment Law, Personal Injury, Legal Issues, Trials, Depositions, Dispute Resolution, Licensing, Criminal Defense, Trusts
Education
North Carolina Central University School of Law 2004 — 2007
Juris Doctor
University of North Carolina at Chapel Hill 1988 — 1994
BA, Sociology
NCCU School of Law January 2015 - Present
The CW Law Group, PC March 2009 - Present
North Carolina Central University August 2010 - December 2012
The Law Offices of James D. Williams Jr,, P.A. November 2007 - February 2009
The Diener Law Office June 2005 - November 2007
NC Administrative Office of the Courts September 2003 - August 2004
Wachovia Securities November 2001 - April 2003
Merrill Lynch October 1999 - November 2001
Administrative Office of the Courts May 1995 - September 1999
Skills
Legal Research, Civil Litigation, Criminal Law, Mediation, Litigation, Legal Writing, Estate Planning, Public Speaking, Family Law, Public Policy, Courts, Research, Legal Assistance, Wills, Hearings, Employment Law, Personal Injury, Legal Issues, Trials, Depositions, Dispute Resolution, Licensing, Criminal Defense, Trusts
Education
North Carolina Central University School of Law 2004 — 2007
Juris Doctor
University of North Carolina at Chapel Hill 1988 — 1994
BA, Sociology
Carlette Denise Brown Carlette Denise Brown's Wachovia Securities Experience June 1998 - June 2000
Job Senior Compliance Analyst
Industry Banking
Experience
Well Fargo September 2011 - March 2013
Wells Fargo/Spherion January 2009 - February 2010
WACHOVIA BANK October 2005 - December 2008
WHITNEY BANK March 2005 - September 2005
L-3 Communications September 2003 - January 2005
Bank of America July 2001 - July 2003
DONALDSON, LUFTKEN & JENRETTE June 2000 - March 2001
WACHOVIA SECURITIES June 1998 - June 2000
Skills
Cash Management, Analysis, Accounting, Finance, Microsoft Office, Internal Audit, Accounts Payable, Financial Risk, Banking, Loans, Software Documentation
Education
Montreat College 2011 — 2013
Master's degree, Master of Science in Management and Leadership, 3.64
Montreat College
Bachelor of Science, Business Management
Well Fargo September 2011 - March 2013
Wells Fargo/Spherion January 2009 - February 2010
WACHOVIA BANK October 2005 - December 2008
WHITNEY BANK March 2005 - September 2005
L-3 Communications September 2003 - January 2005
Bank of America July 2001 - July 2003
DONALDSON, LUFTKEN & JENRETTE June 2000 - March 2001
WACHOVIA SECURITIES June 1998 - June 2000
Skills
Cash Management, Analysis, Accounting, Finance, Microsoft Office, Internal Audit, Accounts Payable, Financial Risk, Banking, Loans, Software Documentation
Education
Montreat College 2011 — 2013
Master's degree, Master of Science in Management and Leadership, 3.64
Montreat College
Bachelor of Science, Business Management
Erin McCain Erin McCain's Wachovia Securities Experience May 2006 - December 2008
Job Director of Operations at WealthPartners
Industry Financial Services
Experience
WealthPartners, LLP November 2014 - Present
The Farese Group December 2008 - October 2014
Wachovia Securities May 2006 - December 2008
Morgan Keegan August 2004 - May 2006
Skills
Series 7, Series 65, Series 9, Series 10, Series 63
Education
Millsaps College 2002 — 2003
MBA
Millsaps College 1998 — 2002
Bachelor of Science (B.S.), Psychology
WealthPartners, LLP November 2014 - Present
The Farese Group December 2008 - October 2014
Wachovia Securities May 2006 - December 2008
Morgan Keegan August 2004 - May 2006
Skills
Series 7, Series 65, Series 9, Series 10, Series 63
Education
Millsaps College 2002 — 2003
MBA
Millsaps College 1998 — 2002
Bachelor of Science (B.S.), Psychology
Battle Moore Battle Moore's Wachovia Securities Experience March 2005 - March 2008
Job Managing Director at Citizens Financial Group
Industry Investment Banking
Experience
Citizens Financial Group May 2015 - Present
Wells Fargo Securities March 2008 - August 2014
Wachovia Securities March 2005 - March 2008
J.P. Morgan July 2001 - March 2005
Duke Engineering & Services (Duke Energy Subsidiary) July 1997 - May 1999
Fieldcrest Cannon, Inc June 1995 - July 1997
Skills
Investment Banking, Corporate Finance, Risk Management, Valuation, Capital Markets, Portfolio Management, Equities, Financial Modeling, Financial Structuring, Mergers
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA, Finance
North Carolina State University 1990 — 1995
BS Civil Engineering, BS Environmental Engineering
Citizens Financial Group May 2015 - Present
Wells Fargo Securities March 2008 - August 2014
Wachovia Securities March 2005 - March 2008
J.P. Morgan July 2001 - March 2005
Duke Engineering & Services (Duke Energy Subsidiary) July 1997 - May 1999
Fieldcrest Cannon, Inc June 1995 - July 1997
Skills
Investment Banking, Corporate Finance, Risk Management, Valuation, Capital Markets, Portfolio Management, Equities, Financial Modeling, Financial Structuring, Mergers
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA, Finance
North Carolina State University 1990 — 1995
BS Civil Engineering, BS Environmental Engineering
Nicole Newlin's Wachovia Securities Experience 2000 - 2005
Job Practice Management Consultant
Industry Financial Services
Experience
Pathfinder Strategic Solutions 2011 - Present
Business Success Partner for Financial Planning Association (FPA) 2015 - Present
Symmetry Partners 2010 - October 2011
Loring Ward 2005 - 2010
Wachovia Securities 2000 - 2005
Skills
Business Process..., Strategic Planning, Project Management, Training, Organizational..., Strategic Financial..., Process Improvement, Team Building, Banking, Team Leadership, Risk Management, Financial Services, Change Management, Leadership
Education
Virginia Commonwealth University 1996 — 1998
MT
Randolph-Macon College 1990 — 1994
BA, Classical
NYU
Pathfinder Strategic Solutions 2011 - Present
Business Success Partner for Financial Planning Association (FPA) 2015 - Present
Symmetry Partners 2010 - October 2011
Loring Ward 2005 - 2010
Wachovia Securities 2000 - 2005
Skills
Business Process..., Strategic Planning, Project Management, Training, Organizational..., Strategic Financial..., Process Improvement, Team Building, Banking, Team Leadership, Risk Management, Financial Services, Change Management, Leadership
Education
Virginia Commonwealth University 1996 — 1998
MT
Randolph-Macon College 1990 — 1994
BA, Classical
NYU
Craig Jefferson Craig Jefferson's Wachovia Securities Experience May 2003 - September 2008
Job President/CEO LI Insurance
Industry Insurance
Experience
LI Insurance Inc. April 2009 - Present
Combined Worksite Solutions January 2009 - February 2012
Wachovia Securities May 2003 - September 2008
Skills
Brokers, Fixed Annuities, Dentistry, Direct Sales, Sales Management, Business Development, Marketing, Networking, Strategic Planning, Cold Calling, Selling, Sales, Term Life Insurance, Sales Process, Customer Service, Insurance
Education
Norfolk State University
LI Insurance Inc. April 2009 - Present
Combined Worksite Solutions January 2009 - February 2012
Wachovia Securities May 2003 - September 2008
Skills
Brokers, Fixed Annuities, Dentistry, Direct Sales, Sales Management, Business Development, Marketing, Networking, Strategic Planning, Cold Calling, Selling, Sales, Term Life Insurance, Sales Process, Customer Service, Insurance
Education
Norfolk State University
Sam Sadberry Sam Sadberry's Wachovia Securities Experience September 2006 - March 2009
Job photographer at picturesbysamuelle
Industry Photography
Experience
picturesbysamuelle 1994 - Present
west asset management July 2011 - November 2014
Wachovia Securities September 2006 - March 2009
Skills
Customer Service, Research, Public Speaking, Security, Photos, Wedding Photography, Advertising, PowerPoint, Public Relations, Microsoft Office, Social Media, Team Building, Photoshop, Outlook, Editing, Event Planning, Social Networking, Social Media Marketing, Time Management
Education
south university 2011 — 2014
Criminal Justice/Police Science
Mississippi State University 1988 — 1989
Psychology
picturesbysamuelle 1994 - Present
west asset management July 2011 - November 2014
Wachovia Securities September 2006 - March 2009
Skills
Customer Service, Research, Public Speaking, Security, Photos, Wedding Photography, Advertising, PowerPoint, Public Relations, Microsoft Office, Social Media, Team Building, Photoshop, Outlook, Editing, Event Planning, Social Networking, Social Media Marketing, Time Management
Education
south university 2011 — 2014
Criminal Justice/Police Science
Mississippi State University 1988 — 1989
Psychology
Darren Kearns, CFP® Darren Kearns, CFP®'s Wachovia Securities Experience 1999 - 2003
Job Principal Consultant at ACA Compliance Group
Industry Financial Services
Experience
ACA Compliance Group February 2011 - Present
NC Department of the Secretary of State - Securities Division July 2004 - February 2011
Wachovia Securities 1999 - 2003
U.S. Army 1992 - 1996
Skills
Securities, Investment Advisory, Hedge Funds, Investments, Alternative Investments, Financial Analysis, Corporate Finance, Auditing, Mutual Funds, Asset Management, Banking, FINRA, Series 7, Portfolio Management, Corporate Governance, Securities Regulation, Retirement Planning, Policy, Public Speaking, Research, Due Diligence, Fraud, Capital Markets, Investment Management, Equities, Private Equity, Risk Management, Fixed Income, Hedge, Certified Financial..., Interviews, Investigation, Time Series Analysis, Series 65, Consulting, Leadership, Project Management, Training, Presentations, Financial Services, Proxy Voting, Soft Dollars, Hedging, SEC
Education
North Carolina State University 1996 — 1998
Bachelor’s Degree, Business Management
ACA Compliance Group February 2011 - Present
NC Department of the Secretary of State - Securities Division July 2004 - February 2011
Wachovia Securities 1999 - 2003
U.S. Army 1992 - 1996
Skills
Securities, Investment Advisory, Hedge Funds, Investments, Alternative Investments, Financial Analysis, Corporate Finance, Auditing, Mutual Funds, Asset Management, Banking, FINRA, Series 7, Portfolio Management, Corporate Governance, Securities Regulation, Retirement Planning, Policy, Public Speaking, Research, Due Diligence, Fraud, Capital Markets, Investment Management, Equities, Private Equity, Risk Management, Fixed Income, Hedge, Certified Financial..., Interviews, Investigation, Time Series Analysis, Series 65, Consulting, Leadership, Project Management, Training, Presentations, Financial Services, Proxy Voting, Soft Dollars, Hedging, SEC
Education
North Carolina State University 1996 — 1998
Bachelor’s Degree, Business Management
Will Sydnor, CFP® Will Sydnor, CFP®'s Wachovia Securities Experience October 2002 - January 2009
Job First Vice President Wealth Management, The Malloy DuBose Sydnor Wealth Management Group of UBS Financial Services Inc
Industry Financial Services
Experience
The Malloy DuBose Sydnor Wealth Management Group of UBS Financial Services Inc. January 2009 - Present
Wachovia Securities October 2002 - January 2009
Wachovia Bank July 2000 - October 2002
Education
North Carolina State University - College of Management 1996 — 2000
BS, Business
The Malloy DuBose Sydnor Wealth Management Group of UBS Financial Services Inc. January 2009 - Present
Wachovia Securities October 2002 - January 2009
Wachovia Bank July 2000 - October 2002
Education
North Carolina State University - College of Management 1996 — 2000
BS, Business
Mariza Costa Mariza Costa's Wachovia Securities Experience March 2000 - May 2005
Job Senior Financial Analyst Property & Casualty at A.M. Best Company
Industry Banking
Experience
A.M. Best Company May 2012 - Present
Stifel Nicolaus June 2006 - May 2012
Sapphire Investor Relations September 2005 - April 2006
Wachovia Securities March 2000 - May 2005
Skills
Financial Modeling, Financial Analysis, Equity Research, Analysis, Valuation, Equities, Investments, Insurance, Investor Relations, Data Analysis, Bilingual, Portuguese native, Research, Series 7, PowerPoint, Series 63, series 86, Reinsurance, Data Modeling, Financial Reporting, Property & Casualty...
Education
Montclair State University 1995 — 2000
Business, Economics
A.M. Best Company May 2012 - Present
Stifel Nicolaus June 2006 - May 2012
Sapphire Investor Relations September 2005 - April 2006
Wachovia Securities March 2000 - May 2005
Skills
Financial Modeling, Financial Analysis, Equity Research, Analysis, Valuation, Equities, Investments, Insurance, Investor Relations, Data Analysis, Bilingual, Portuguese native, Research, Series 7, PowerPoint, Series 63, series 86, Reinsurance, Data Modeling, Financial Reporting, Property & Casualty...
Education
Montclair State University 1995 — 2000
Business, Economics
Alicia Ross, MBA Alicia Ross, MBA's Wachovia Securities Experience September 2001 - August 2003
Job Registered Support Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2009 - Present
H&R Block Financial Advisors August 2003 - December 2008
Wachovia Securities September 2001 - August 2003
Education
Saint Louis University 2001 — 2003
MBA, Finance, with Honors
Missouri State University 1997 — 2001
B.S., Finance, summa cum laude
Ameriprise Financial Services, Inc. January 2009 - Present
H&R Block Financial Advisors August 2003 - December 2008
Wachovia Securities September 2001 - August 2003
Education
Saint Louis University 2001 — 2003
MBA, Finance, with Honors
Missouri State University 1997 — 2001
B.S., Finance, summa cum laude
Scott Kurland's Wachovia Securities Experience May 2005 - September 2007
Job Sales and Publisher Development Manager at DashBid Media
Industry Information Technology and Services
Experience
DashBid Media March 2015 - Present
Swaps Monitor Publications, Inc. February 2014 - March 2015
Allen Partners September 2011 - September 2013
Faulkner's Island Capital July 2009 - June 2011
Oppenheimer & Co. September 2007 - July 2009
Wachovia Securities May 2005 - September 2007
Raymond James Financial Services February 2002 - November 2003
Sands Bros 1992 - 2001
Skills
Video Advertising, Investments, Strategic Financial..., Alternative Investments, Private Equity, Wealth Management, Hedge Funds, Financial Services, Securities, Finance, Financial Markets, Asset Allocation, Venture Capital, Equities, Relationship Management, Business Development, Risk Management, Series 7, Investment Management, Entrepreneurship, Investment Banking, Capital Markets, Wealth, Mutual Funds, Investment Strategies, Equity Research, Financial Advisory, Portfolio Management, Trading, Asset Management, Private Placements, Due Diligence, Emerging Markets, Investment Advisory, Funding, Sales, Asset Managment, ETFs, Equity Trading, Digital Media, Online Advertising, Digital Marketing
Education
University of Maryland College Park 1986 — 1988
Bachelor's degree, Business/Managerial Economics
University of Hartford 1984 — 1986
New York University 2004 — 2005
Sports Management
DashBid Media March 2015 - Present
Swaps Monitor Publications, Inc. February 2014 - March 2015
Allen Partners September 2011 - September 2013
Faulkner's Island Capital July 2009 - June 2011
Oppenheimer & Co. September 2007 - July 2009
Wachovia Securities May 2005 - September 2007
Raymond James Financial Services February 2002 - November 2003
Sands Bros 1992 - 2001
Skills
Video Advertising, Investments, Strategic Financial..., Alternative Investments, Private Equity, Wealth Management, Hedge Funds, Financial Services, Securities, Finance, Financial Markets, Asset Allocation, Venture Capital, Equities, Relationship Management, Business Development, Risk Management, Series 7, Investment Management, Entrepreneurship, Investment Banking, Capital Markets, Wealth, Mutual Funds, Investment Strategies, Equity Research, Financial Advisory, Portfolio Management, Trading, Asset Management, Private Placements, Due Diligence, Emerging Markets, Investment Advisory, Funding, Sales, Asset Managment, ETFs, Equity Trading, Digital Media, Online Advertising, Digital Marketing
Education
University of Maryland College Park 1986 — 1988
Bachelor's degree, Business/Managerial Economics
University of Hartford 1984 — 1986
New York University 2004 — 2005
Sports Management
Greg Viehman Greg Viehman's Wachovia Securities Experience January 2008 - March 2009
Job Recreational Supervisor at City of Hazelwood
Industry Computer Software
Experience
City of Hazelwood March 2009 - Present
Wachovia Securities January 2008 - March 2009
A.G. Edwards August 1994 - March 2009
A. G. Edwards & Sons Inc 1994 - 2009
Directory Distributing Associates 1985 - 1994
Skills
Event Management, Unix, Requirements Analysis, Visio, COBOL
Education
Missouri Baptist University 1979 — 1985
City of Hazelwood March 2009 - Present
Wachovia Securities January 2008 - March 2009
A.G. Edwards August 1994 - March 2009
A. G. Edwards & Sons Inc 1994 - 2009
Directory Distributing Associates 1985 - 1994
Skills
Event Management, Unix, Requirements Analysis, Visio, COBOL
Education
Missouri Baptist University 1979 — 1985
Monica Samoilenko Monica Samoilenko's Wachovia Securities Experience January 2007 - April 2007
Job Experienced Attorney
Industry Legal Services
Experience
Capital One September 2014 - December 2014
Federal Reserve Bank of Richmond (Lawyer's Staffing) May 2013 - September 2014
MeadWestvaco September 2008 - April 2013
Attorney Liability Protection Society, RRG May 2007 - July 2008
Wachovia Securities January 2007 - April 2007
Scott & Stringfellow, Inc. December 2004 - October 2006
Genworth Financial, Inc. (f.k.a. GE Financial) June 2001 - December 2004
First Union Securities September 1998 - May 2001
Skills
Legal Research, Litigation, Corporate Law, Mediation, Due Diligence, Bankruptcy, Dispute Resolution, Policy, Analysis, Legal Issues, Leadership, Commercial Litigation
Education
Cardinal Spellman High School
Cardinal Spellman High School
Cardinal Spellman High School
Cardinal Spellman High School
Cardinal Spellman High School
Cardinal Spellman High School
Mount Holyoke College
Bachelor's degree, English Literature & Spanish Literature
The George Washington University Law School
Doctor of Law (JD), Law
Capital One September 2014 - December 2014
Federal Reserve Bank of Richmond (Lawyer's Staffing) May 2013 - September 2014
MeadWestvaco September 2008 - April 2013
Attorney Liability Protection Society, RRG May 2007 - July 2008
Wachovia Securities January 2007 - April 2007
Scott & Stringfellow, Inc. December 2004 - October 2006
Genworth Financial, Inc. (f.k.a. GE Financial) June 2001 - December 2004
First Union Securities September 1998 - May 2001
Skills
Legal Research, Litigation, Corporate Law, Mediation, Due Diligence, Bankruptcy, Dispute Resolution, Policy, Analysis, Legal Issues, Leadership, Commercial Litigation
Education
Cardinal Spellman High School
Cardinal Spellman High School
Cardinal Spellman High School
Cardinal Spellman High School
Cardinal Spellman High School
Cardinal Spellman High School
Mount Holyoke College
Bachelor's degree, English Literature & Spanish Literature
The George Washington University Law School
Doctor of Law (JD), Law
Jessica DeLorm Jessica DeLorm's Wachovia Securities Experience June 2008 - July 2008
Job Assistant Vice President, Healthcare Corporate Banking Group at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
GE Capital November 2013 - July 2015
GE Capital August 2011 - November 2013
General Electric July 2009 - August 2011
Michigan State University January 2008 - May 2009
Wachovia Securities June 2008 - July 2008
Michigan State University August 2006 - June 2008
Skills
Product Development, Strategic Financial..., Due Diligence, Financial Modeling, Corporate Finance, Financial Reporting, PowerPoint, Valuation, Portfolio Management, Managerial Finance, Investments, Financial Analysis, Forecasting, Credit, Banking, Finance, Loans
Education
Michigan State University
Bachelor’s Degree, Finance
Wells Fargo July 2015 - Present
GE Capital November 2013 - July 2015
GE Capital August 2011 - November 2013
General Electric July 2009 - August 2011
Michigan State University January 2008 - May 2009
Wachovia Securities June 2008 - July 2008
Michigan State University August 2006 - June 2008
Skills
Product Development, Strategic Financial..., Due Diligence, Financial Modeling, Corporate Finance, Financial Reporting, PowerPoint, Valuation, Portfolio Management, Managerial Finance, Investments, Financial Analysis, Forecasting, Credit, Banking, Finance, Loans
Education
Michigan State University
Bachelor’s Degree, Finance
David Sharp David Sharp's Wachovia Securities Experience April 1996 - June 2001
Job Managing Partner at Urban Advisors
Industry Investment Management
Experience
Urban Advisors, LLC July 2005 - Present
Wachovia Bank June 2001 - July 2005
Wachovia Securities April 1996 - June 2001
Bank of America July 1994 - April 1996
United States Navy January 1985 - July 1989
Skills
Investments, Asset Managment, Private Equity, Financial Modeling, Portfolio Management, Due Diligence, Project Finance, Financial Structuring, Asset Management, Finance, Real Estate, Real Estate Economics, Mergers & Acquisitions, Venture Capital, Alternative Investments, Capital Markets, Entrepreneurship, Real Estate Financing, Credit Analysis, Leveraged Finance, Valuation, Strategic Planning, Financial Analysis, Management, Public Speaking
Education
Morehouse College 1989 — 1994
Finance, Finance, Engineering
Urban Advisors, LLC July 2005 - Present
Wachovia Bank June 2001 - July 2005
Wachovia Securities April 1996 - June 2001
Bank of America July 1994 - April 1996
United States Navy January 1985 - July 1989
Skills
Investments, Asset Managment, Private Equity, Financial Modeling, Portfolio Management, Due Diligence, Project Finance, Financial Structuring, Asset Management, Finance, Real Estate, Real Estate Economics, Mergers & Acquisitions, Venture Capital, Alternative Investments, Capital Markets, Entrepreneurship, Real Estate Financing, Credit Analysis, Leveraged Finance, Valuation, Strategic Planning, Financial Analysis, Management, Public Speaking
Education
Morehouse College 1989 — 1994
Finance, Finance, Engineering
George Weltmer George Weltmer's Wachovia Securities Experience 2005 - 2008
Job Account Executive at T3 Media, LLC
Industry Marketing and Advertising
Experience
T3 Media, LLC 2010 - Present
Wachovia Securities 2005 - 2008
Senior Connections, Richmond, VA 2003 - 2005
Morgan Stanley 1998 - 2002
Continental Cablevision 1983 - 1996
Warner Amex Cable Communications 1977 - 1983
Skills
Customer Service, Small Business, Team Building, Sales, Insurance, Strategic Planning, Sales Management, Account Management, Marketing Strategy, Business Development, Advertising, Management, Direct Sales, Training, B2B, Negotiation, Recruiting, Budgets, Selling, CRM, Cold Calling, Lead Generation, Sales Process, Social Media, Strategy, New Business Development, Social Networking, Salesforce.com, Marketing, Social Media Marketing, Online Marketing, Email Marketing, Customer Retention
Education
New Jersey Institute of Technology
BS & MS, Civil Engineering
Boston Workshop for TV and Modeling
TV and Radio Commercial Workshop
T3 Media, LLC 2010 - Present
Wachovia Securities 2005 - 2008
Senior Connections, Richmond, VA 2003 - 2005
Morgan Stanley 1998 - 2002
Continental Cablevision 1983 - 1996
Warner Amex Cable Communications 1977 - 1983
Skills
Customer Service, Small Business, Team Building, Sales, Insurance, Strategic Planning, Sales Management, Account Management, Marketing Strategy, Business Development, Advertising, Management, Direct Sales, Training, B2B, Negotiation, Recruiting, Budgets, Selling, CRM, Cold Calling, Lead Generation, Sales Process, Social Media, Strategy, New Business Development, Social Networking, Salesforce.com, Marketing, Social Media Marketing, Online Marketing, Email Marketing, Customer Retention
Education
New Jersey Institute of Technology
BS & MS, Civil Engineering
Boston Workshop for TV and Modeling
TV and Radio Commercial Workshop
Dan Pontonio's Wachovia Securities Experience October 2003 - May 2005
Job Professional Training Consultant at The Training Associates
Industry Financial Services
Experience
National Grid Utility Company August 2012 - April 2013
The Training Associates March 2012 - August 2012
Pershing LLC, Bank of New York Mellon January 2011 - January 2012
Wachovia Securities/Wells Fargo Advisors June 2005 - May 2009
Wachovia Securities October 2003 - May 2005
Prudential Securities April 1998 - October 2003
Prudential Securities April 1996 - April 1998
ExecuTrain February 1995 - April 1996
Automatic Data Processing March 1993 - August 1994
Skills
Integration, Leadership Development, Management, Coaching, Financial Analysis, Change Management, Team Building, SDLC, Financial Services, Training, Workshop Facilitation, Mutual Funds, Strategic Planning, Staff Development, Customer Service, Instructional Design, Leadership, Mergers, Management Consulting, Organizational..., Team Leadership, Employee Training, Series 7, CRM, Performance Management, Instructor-led Training, Project Planning, Talent Management, Recruiting, Cloud Computing, Training Delivery
Education
Northeastern University 1986 — 1991
Bachelor of Science in Business Administration, Management
National Grid Utility Company August 2012 - April 2013
The Training Associates March 2012 - August 2012
Pershing LLC, Bank of New York Mellon January 2011 - January 2012
Wachovia Securities/Wells Fargo Advisors June 2005 - May 2009
Wachovia Securities October 2003 - May 2005
Prudential Securities April 1998 - October 2003
Prudential Securities April 1996 - April 1998
ExecuTrain February 1995 - April 1996
Automatic Data Processing March 1993 - August 1994
Skills
Integration, Leadership Development, Management, Coaching, Financial Analysis, Change Management, Team Building, SDLC, Financial Services, Training, Workshop Facilitation, Mutual Funds, Strategic Planning, Staff Development, Customer Service, Instructional Design, Leadership, Mergers, Management Consulting, Organizational..., Team Leadership, Employee Training, Series 7, CRM, Performance Management, Instructor-led Training, Project Planning, Talent Management, Recruiting, Cloud Computing, Training Delivery
Education
Northeastern University 1986 — 1991
Bachelor of Science in Business Administration, Management
Leo Rodriguez's Wachovia Securities Experience January 2008 - January 2009
Job Director of Strategy and Innovation, AT&T Business Solutions
Industry Financial Services
Experience
AT&T July 2012 - Present
Banco de la Nacion Argentina June 2009 - July 2012
Intuit January 2009 - June 2009
Wachovia Securities January 2008 - January 2009
The Intercontinental Exchange (ICE) October 2006 - January 2008
Philadelphia Stock Exchange January 2005 - October 2006
Thermo Electron, Defense Contrator 2003 - 2004
Base One Technologies 2001 - 2004
DataVox Technologies 2001 - 2004
StarMedia Network, Inc. 1999 - 2001
Skills
Data Center, Disaster Recovery, Network Engineering, Integration, Infrastructure, Cloud Computing, Security, ITIL, SDLC, Telecommunications, Program Management, Networking, Systems Engineering, Project Management, CRM, Management, Network Architecture, Network Design, Outsourcing, Information Technology, Vendor Management, IT Management, Active Directory, PMI, System Deployment, Strategy, Technical Support, IT Operations, Firewalls, Server Architecture, Windows Server, Information Security, Cisco Technologies, Linux, System Architecture, Routers, WAN, Business Continuity, IT Strategy
Education
New York University 1987 — 1990
Graduate Studies, Telecommunications Management
TCI College of Technology 1984 — 1986
AAS, Electronics Engineering Technology
Brooklyn Tech
AT&T July 2012 - Present
Banco de la Nacion Argentina June 2009 - July 2012
Intuit January 2009 - June 2009
Wachovia Securities January 2008 - January 2009
The Intercontinental Exchange (ICE) October 2006 - January 2008
Philadelphia Stock Exchange January 2005 - October 2006
Thermo Electron, Defense Contrator 2003 - 2004
Base One Technologies 2001 - 2004
DataVox Technologies 2001 - 2004
StarMedia Network, Inc. 1999 - 2001
Skills
Data Center, Disaster Recovery, Network Engineering, Integration, Infrastructure, Cloud Computing, Security, ITIL, SDLC, Telecommunications, Program Management, Networking, Systems Engineering, Project Management, CRM, Management, Network Architecture, Network Design, Outsourcing, Information Technology, Vendor Management, IT Management, Active Directory, PMI, System Deployment, Strategy, Technical Support, IT Operations, Firewalls, Server Architecture, Windows Server, Information Security, Cisco Technologies, Linux, System Architecture, Routers, WAN, Business Continuity, IT Strategy
Education
New York University 1987 — 1990
Graduate Studies, Telecommunications Management
TCI College of Technology 1984 — 1986
AAS, Electronics Engineering Technology
Brooklyn Tech
John Mark Bojanski John Mark Bojanski's Wachovia Securities Experience August 2002 - April 2005
Job Business Intelligence Analyst at Business Impact, Inc.
Industry Libraries
Experience
Business Impact Inc August 2014 - Present
Duke University Press October 2013 - February 2014
Rex Healthcare June 2013 - November 2013
UNC Health Sciences Library September 2012 - June 2013
Chapel Hill Pediatrics and Adolescents September 2009 - July 2012
Bed Bath & Beyond June 2009 - August 2009
Linens ‘n Things June 2005 - October 2008
Wachovia Securities August 2002 - April 2005
Skills
Business Intelligence..., Targit, Data Warehousing, Software & Hardware..., Knowledge Management, Library Science, Health Informatics, Cataloging, Customer Service, Library Reference, Database Searching, Database Management, Social Media, Web Content Management, LibGuides, Microsoft Office, Time Management, Communication Skills, Drupal, Interlibrary Loan, RefWorks
Education
University of North Carolina at Chapel Hill 2012 — 2014
Master's Degree, Library Science
North Carolina State University 2004 — 2009
Bachelor's Degree, History
Business Impact Inc August 2014 - Present
Duke University Press October 2013 - February 2014
Rex Healthcare June 2013 - November 2013
UNC Health Sciences Library September 2012 - June 2013
Chapel Hill Pediatrics and Adolescents September 2009 - July 2012
Bed Bath & Beyond June 2009 - August 2009
Linens ‘n Things June 2005 - October 2008
Wachovia Securities August 2002 - April 2005
Skills
Business Intelligence..., Targit, Data Warehousing, Software & Hardware..., Knowledge Management, Library Science, Health Informatics, Cataloging, Customer Service, Library Reference, Database Searching, Database Management, Social Media, Web Content Management, LibGuides, Microsoft Office, Time Management, Communication Skills, Drupal, Interlibrary Loan, RefWorks
Education
University of North Carolina at Chapel Hill 2012 — 2014
Master's Degree, Library Science
North Carolina State University 2004 — 2009
Bachelor's Degree, History
Natasha (Tash) Shore Natasha (Tash) Shore's Wachovia Securities Experience July 2005 - September 2006
Job President at Balsa Athletica LLC
Industry Apparel & Fashion
Experience
Balsa Athletica, LLC January 2015 - Present
UGO Language December 2012 - December 2014
Private Tutoring Services December 2006 - September 2010
Wachovia Securities July 2005 - September 2006
Holtzbrinck Publishers 2004 - 2005
Skills
Start-ups, Strategy, Business Strategy, Strategic Planning, Financial Modeling, Operations Management, Entrepreneurship, Valuation, Venture Capital, Foreign Languages, Competitive Analysis, Corporate Development, Project Management, Leadership, Business Development, Management, Marketing Strategy
Education
University of Chicago 2009 — 2013
Master of Business Administration (M.B.A.), Operations
New York University 2000 — 2005
B.A., Economics, English
Balsa Athletica, LLC January 2015 - Present
UGO Language December 2012 - December 2014
Private Tutoring Services December 2006 - September 2010
Wachovia Securities July 2005 - September 2006
Holtzbrinck Publishers 2004 - 2005
Skills
Start-ups, Strategy, Business Strategy, Strategic Planning, Financial Modeling, Operations Management, Entrepreneurship, Valuation, Venture Capital, Foreign Languages, Competitive Analysis, Corporate Development, Project Management, Leadership, Business Development, Management, Marketing Strategy
Education
University of Chicago 2009 — 2013
Master of Business Administration (M.B.A.), Operations
New York University 2000 — 2005
B.A., Economics, English
Don Bishop Don Bishop's Wachovia Securities Experience December 1996 - March 2007
Job Financial Advisor at Palmetto Investment Professionals/IPI
Industry Financial Services
Experience
Palmetto Investment Professionals/IPI December 2013 - Present
CB Capital Investment Group/ LPL Financial August 2010 - November 2013
Carolina First Securites March 2007 - August 2010
Wachovia Securities December 1996 - March 2007
Benchmark Communications July 1992 - November 1996
USAir July 1987 - June 1992
Piedmont Airlines April 1982 - July 1987
Skills
Series 7, Retirement Planning, Wealth Management, Strategic Financial..., Investments, Investment Strategies, Financial Advisory, Estate Planning, Portfolio Management, 401k, Public Speaking, Employee Training, Corporate Training, Sales, Life Insurance, Long Term Care Insurance, Mutual Funds, Series 63, Retirement
Education
University of Maryland College Park
Mass Communication/Media Studies
Montgomery College
Sherwood High School 1975 — 1979
Palmetto Investment Professionals/IPI December 2013 - Present
CB Capital Investment Group/ LPL Financial August 2010 - November 2013
Carolina First Securites March 2007 - August 2010
Wachovia Securities December 1996 - March 2007
Benchmark Communications July 1992 - November 1996
USAir July 1987 - June 1992
Piedmont Airlines April 1982 - July 1987
Skills
Series 7, Retirement Planning, Wealth Management, Strategic Financial..., Investments, Investment Strategies, Financial Advisory, Estate Planning, Portfolio Management, 401k, Public Speaking, Employee Training, Corporate Training, Sales, Life Insurance, Long Term Care Insurance, Mutual Funds, Series 63, Retirement
Education
University of Maryland College Park
Mass Communication/Media Studies
Montgomery College
Sherwood High School 1975 — 1979
Amy Ries Amy Ries's Wachovia Securities Experience 2000 - 2001
Job Settlement Specialist MBS and Derivatives at Columbia Management
Industry Investment Management
Experience
Columbia Management October 2013 - Present
The Clifton Group January 2012 - October 2013
Whitebox Advisors February 2010 - March 2011
Whitebox Advisors January 2005 - February 2010
Wystar Global Retirement Solutions 2002 - 2004
Wachovia Securities 2000 - 2001
Merrill Lynch 1999 - 2000
Skills
Hedge Funds, Equities, Fund Accounting, Portfolio Management, Asset Managment, Alternative Investments, Mutual Funds, Securities, Credit, Options, Bloomberg, Fixed Income, Trading, Series 63, Derivatives, Investment Management, Asset Allocation, Equity Trading, Bloomberg Terminal, Bonds, ETFs, Asset Management, Swaps, Valuation, Series 7, Investments, Fund Of Funds, Hedging, Financial Modeling, Financial Markets, Equity Derivatives, Private Equity, Capital Markets
Education
Minnesota State University, Mankato 1994 — 1998
BS, Finance
Columbia Management October 2013 - Present
The Clifton Group January 2012 - October 2013
Whitebox Advisors February 2010 - March 2011
Whitebox Advisors January 2005 - February 2010
Wystar Global Retirement Solutions 2002 - 2004
Wachovia Securities 2000 - 2001
Merrill Lynch 1999 - 2000
Skills
Hedge Funds, Equities, Fund Accounting, Portfolio Management, Asset Managment, Alternative Investments, Mutual Funds, Securities, Credit, Options, Bloomberg, Fixed Income, Trading, Series 63, Derivatives, Investment Management, Asset Allocation, Equity Trading, Bloomberg Terminal, Bonds, ETFs, Asset Management, Swaps, Valuation, Series 7, Investments, Fund Of Funds, Hedging, Financial Modeling, Financial Markets, Equity Derivatives, Private Equity, Capital Markets
Education
Minnesota State University, Mankato 1994 — 1998
BS, Finance
Lisa Carlin Lisa Carlin's Wachovia Securities Experience June 2007 - August 2007
Job Physician Assistant at Carolinas Healthcare System
Industry Hospital & Health Care
Experience
Carolinas Healthcare System Union West Urgent Care December 2013 - Present
Cabarrus Family Medicine June 2011 - December 2013
Stanly Regional Medical Center November 2010 - June 2011
Medical University of South Carolina March 2008 - August 2010
Camstar Systems, Inc. August 2007 - March 2008
Wachovia Securities June 2007 - August 2007
Premier, Inc January 2006 - May 2007
Amdocs (formerly DST Innovis) August 2004 - October 2005
Gaithersburg Washington Grove Volunteer Fire Dept November 1989 - August 2004
Manugistics September 1997 - July 2004
Skills
Project Management, Product Management, E-commerce, Supply Chain, Product Marketing, Healthcare, EMR, Hospitals, Process Improvement, Program Management, Strategic Planning, Data Analysis, Cross-functional Team..., Business Analysis, Product Development, Analysis, SDLC, Management, Leadership, Quality Assurance, Requirements Gathering, Integration, Clinical Research, Software Documentation, Change Management, Requirements Analysis, Urgent Care, Project Planning
Education
Medical University of South Carolina 2008 — 2010
MSPAS, Physician Assistant Studies
The Ohio State University 1983 — 1988
BS, Computer Science
Harvey S Firestone High School 1980 — 1983
College Prep
Carolinas Healthcare System Union West Urgent Care December 2013 - Present
Cabarrus Family Medicine June 2011 - December 2013
Stanly Regional Medical Center November 2010 - June 2011
Medical University of South Carolina March 2008 - August 2010
Camstar Systems, Inc. August 2007 - March 2008
Wachovia Securities June 2007 - August 2007
Premier, Inc January 2006 - May 2007
Amdocs (formerly DST Innovis) August 2004 - October 2005
Gaithersburg Washington Grove Volunteer Fire Dept November 1989 - August 2004
Manugistics September 1997 - July 2004
Skills
Project Management, Product Management, E-commerce, Supply Chain, Product Marketing, Healthcare, EMR, Hospitals, Process Improvement, Program Management, Strategic Planning, Data Analysis, Cross-functional Team..., Business Analysis, Product Development, Analysis, SDLC, Management, Leadership, Quality Assurance, Requirements Gathering, Integration, Clinical Research, Software Documentation, Change Management, Requirements Analysis, Urgent Care, Project Planning
Education
Medical University of South Carolina 2008 — 2010
MSPAS, Physician Assistant Studies
The Ohio State University 1983 — 1988
BS, Computer Science
Harvey S Firestone High School 1980 — 1983
College Prep
Josh Rajewski Josh Rajewski's Wachovia Securities Experience February 2003 - April 2005
Job Vice President Investments at Raymond James
Industry Financial Services
Experience
Raymond James April 2005 - Present
Wachovia Securities February 2003 - April 2005
Prudential Financial November 1992 - February 2003
Education
Michigan State University 1988 — 1992
Bachelors Degree Business Administration, Finance
Raymond James April 2005 - Present
Wachovia Securities February 2003 - April 2005
Prudential Financial November 1992 - February 2003
Education
Michigan State University 1988 — 1992
Bachelors Degree Business Administration, Finance
Mike Bisaro AIF® Mike Bisaro AIF®'s Wachovia Securities Experience January 2002 - October 2004
Job Vice President & Regional Director at Straightline
Industry Investment Management
Experience
Straightline October 2004 - Present
Wachovia Securities January 2002 - October 2004
Education
New Mexico State University 1997 — 2001
Finance & Marketing, Business
Grosse Ile High School 1994 — 1997
Straightline October 2004 - Present
Wachovia Securities January 2002 - October 2004
Education
New Mexico State University 1997 — 2001
Finance & Marketing, Business
Grosse Ile High School 1994 — 1997
Richard C. King Jr. Richard C. King Jr.'s Wachovia Securities Experience March 2002 - 2008
Job Managing Director at Motor Funding Services LLC
Industry Financial Services
Experience
MAC / MFS 2013 - Present
Pepcap Ventures, Inc. November 2012 - May 2015
GT Relentless LLC May 2014 - November 2014
CelebCalls.com September 2008 - June 2014
Blackline GPS 2008 - 2010
Picasso, Inc. June 2006 - 2008
Sutra Lounge 2004 - 2008
Kantina 2004 - 2008
Wachovia Securities March 2002 - 2008
UBS May 2001 - March 2002
Skills
Private Equity, Venture Capital, Mergers, Entrepreneurship, Investments, Equities, Finance, Start-ups, Corporate Development, Business Strategy, Corporate Finance, Financial Analysis, Executive Management, Valuation, IPO, Business Development, Leadership, Management, Mergers & Acquisitions, Strategy, Digital Media, Restructuring, International Business, Capital Markets, Emerging Markets, Financial Services, Strategic Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Michigan State University - The Eli Broad Graduate School of Management 1997 — 1999
BA, General Business
University of Mississippi 1993 — 1996
General Business
MAC / MFS 2013 - Present
Pepcap Ventures, Inc. November 2012 - May 2015
GT Relentless LLC May 2014 - November 2014
CelebCalls.com September 2008 - June 2014
Blackline GPS 2008 - 2010
Picasso, Inc. June 2006 - 2008
Sutra Lounge 2004 - 2008
Kantina 2004 - 2008
Wachovia Securities March 2002 - 2008
UBS May 2001 - March 2002
Skills
Private Equity, Venture Capital, Mergers, Entrepreneurship, Investments, Equities, Finance, Start-ups, Corporate Development, Business Strategy, Corporate Finance, Financial Analysis, Executive Management, Valuation, IPO, Business Development, Leadership, Management, Mergers & Acquisitions, Strategy, Digital Media, Restructuring, International Business, Capital Markets, Emerging Markets, Financial Services, Strategic Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Michigan State University - The Eli Broad Graduate School of Management 1997 — 1999
BA, General Business
University of Mississippi 1993 — 1996
General Business
Tony D'Agostino Tony D'Agostino's Wachovia Securities Experience May 2000 - January 2009
Job CEO and CoFounder Maven
Industry Hospital & Health Care
Experience
Maven Medical April 2013 - Present
Bank of America November 2011 - April 2013
UBS Investment Bank December 2009 - November 2011
Wachovia Securities May 2000 - January 2009
Wachovia Secutities March 2004 - March 2005
Wachovia Secutities May 2000 - February 2004
United States Navy April 1976 - April 2000
US Navy 1998 - 2000
Skills
Aircraft, Project Management, Management, Business Strategy, Portfolio Management, Navy, Process Improvement, Trading, Management Consulting, Risk Management, Analysis, Mergers, Investments, Tactics, Fixed Income, Start-ups, Equity Trading, Program Management, Executive Management, Finance, Technological Innovation, Leading..., Entrepreneurship, Strategic Leadership
Education
The Leadership Baltimore 2003 — 2003
Naval Postgraduate School 1993 — 1996
MS, Applied Physics
The University of Kansas 1983 — 1985
BGS, Atmospheric Science
Maven Medical April 2013 - Present
Bank of America November 2011 - April 2013
UBS Investment Bank December 2009 - November 2011
Wachovia Securities May 2000 - January 2009
Wachovia Secutities March 2004 - March 2005
Wachovia Secutities May 2000 - February 2004
United States Navy April 1976 - April 2000
US Navy 1998 - 2000
Skills
Aircraft, Project Management, Management, Business Strategy, Portfolio Management, Navy, Process Improvement, Trading, Management Consulting, Risk Management, Analysis, Mergers, Investments, Tactics, Fixed Income, Start-ups, Equity Trading, Program Management, Executive Management, Finance, Technological Innovation, Leading..., Entrepreneurship, Strategic Leadership
Education
The Leadership Baltimore 2003 — 2003
Naval Postgraduate School 1993 — 1996
MS, Applied Physics
The University of Kansas 1983 — 1985
BGS, Atmospheric Science
Arick Barrow Arick Barrow's Wachovia Securities Experience July 2004 - May 2005
Job Security Support Analyst at Lowe's Home Improvement
Industry Information Technology and Services
Experience
Lowe's Home Improvement June 2006 - Present
PC Rescue LLC September 2004 - October 2007
Wachovia Securities July 2004 - May 2005
Skills
Basics of Unix, Active Directory, Mainframe, Putty, Computer Technology, AIX Server Provisioning, Linux Server..., Internet Troubleshooting, Access Control, Cisco VPN, Windows Remote Desktop, Provisioning, Terminations, Leave of Absence..., RSA SecurID, Security Operations, RSA Tokens, Customer Service, Troubleshooting, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Research, Outlook, Information Security, Information Technology, Technical Support
Education
North Carolina Agricultural and Technical State University 1997 — 2001
Bachelor of Science (BS), Electronics and Computer Technology
Lowe's Home Improvement June 2006 - Present
PC Rescue LLC September 2004 - October 2007
Wachovia Securities July 2004 - May 2005
Skills
Basics of Unix, Active Directory, Mainframe, Putty, Computer Technology, AIX Server Provisioning, Linux Server..., Internet Troubleshooting, Access Control, Cisco VPN, Windows Remote Desktop, Provisioning, Terminations, Leave of Absence..., RSA SecurID, Security Operations, RSA Tokens, Customer Service, Troubleshooting, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Research, Outlook, Information Security, Information Technology, Technical Support
Education
North Carolina Agricultural and Technical State University 1997 — 2001
Bachelor of Science (BS), Electronics and Computer Technology
Bill Currier's Wachovia Securities Experience June 2000 - April 2006
Job VP at LPL Financial
Industry Financial Services
Experience
Manulife Asset Management December 2009 - April 2013
Fidelity Investments July 2006 - December 2008
Wachovia Securities June 2000 - April 2006
Fidelity Investments June 1998 - June 2000
Western Asset Management Company July 1991 - September 1997
Harborview Systems June 1985 - July 1991
Skills
Fixed Income, Vendor Management, Business Analysis, Project Management, Mutual Funds, Integration, Investments, Analysis, Management, Team Management, Trading, Investment Management, Risk Management, SDLC, Leadership, IT Strategy, Software Project..., Financial Services, Requirements Analysis, Program Management, IT Management, Process Improvement, Visio, Relationship Management, Requirements Gathering, Project Portfolio..., Disaster Recovery, PMO, Software Development, Trading Systems, Equities, Market Data, Information Technology, Securities, Governance, Outsourcing, Asset Management, Enterprise Architecture, Data Warehousing, Cross-functional Team..., Analytics, Enterprise Software, Business Intelligence, Portfolio Management, Consulting
Education
Northeastern University
BS, Business Administration and Transportation Management
Manulife Asset Management December 2009 - April 2013
Fidelity Investments July 2006 - December 2008
Wachovia Securities June 2000 - April 2006
Fidelity Investments June 1998 - June 2000
Western Asset Management Company July 1991 - September 1997
Harborview Systems June 1985 - July 1991
Skills
Fixed Income, Vendor Management, Business Analysis, Project Management, Mutual Funds, Integration, Investments, Analysis, Management, Team Management, Trading, Investment Management, Risk Management, SDLC, Leadership, IT Strategy, Software Project..., Financial Services, Requirements Analysis, Program Management, IT Management, Process Improvement, Visio, Relationship Management, Requirements Gathering, Project Portfolio..., Disaster Recovery, PMO, Software Development, Trading Systems, Equities, Market Data, Information Technology, Securities, Governance, Outsourcing, Asset Management, Enterprise Architecture, Data Warehousing, Cross-functional Team..., Analytics, Enterprise Software, Business Intelligence, Portfolio Management, Consulting
Education
Northeastern University
BS, Business Administration and Transportation Management
Roman Izeta Gonzalez's Wachovia Securities Experience 2007 - 2008
Job Merrill Edge
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2015 - Present
JPMorgan Chase & Co. December 2008 - April 2015
Bank of America October 2003 - January 2008
Wachovia Securities 2007 - 2008
Skills
Mortgage Lending, Wealth Management, Banking, Investments, Fixed Income Analysis, Variable Annuities, Mutual Funds, Municipal Bonds, Bonds, Stocks, Series 7, Finance, Life Insurance
Education
New England College of Business and Finance 2012 — 2012
Business/Corporate Communications
Oklahoma State University 2002 — 2003
Accounting and Business/Management
Spartan College of Aeronautics and Technology 1999 — 2003
Bachelor of Applied Science (B.A.Sc.), Aviation/Airway Management and Operations
Bank of America Merrill Lynch April 2015 - Present
JPMorgan Chase & Co. December 2008 - April 2015
Bank of America October 2003 - January 2008
Wachovia Securities 2007 - 2008
Skills
Mortgage Lending, Wealth Management, Banking, Investments, Fixed Income Analysis, Variable Annuities, Mutual Funds, Municipal Bonds, Bonds, Stocks, Series 7, Finance, Life Insurance
Education
New England College of Business and Finance 2012 — 2012
Business/Corporate Communications
Oklahoma State University 2002 — 2003
Accounting and Business/Management
Spartan College of Aeronautics and Technology 1999 — 2003
Bachelor of Applied Science (B.A.Sc.), Aviation/Airway Management and Operations
Katie Finch Katie Finch's Wachovia Securities Experience 2007 - 2007
Job Deputy Public Defender at the Yuba County Public Defender Office
Industry Law Practice
Experience
Yuba County Public Defender June 2015 - Present
Wilson Elser Moskowitz Edelman & Dicker August 2014 - June 2015
University of San Francisco School of Law August 2011 - May 2014
San Francisco Public Defender's Office June 2012 - August 2013
Central Ohio Workforce Investment Corporation (COWIC) January 2011 - July 2011
State of Ohio- Ohio House of Representatives, Democratic Caucus 2010 - 2011
Ohio Legislative Service Commission 2009 - 2010
Wachovia Securities 2007 - 2007
College of American Pathologists (CAP) 2006 - 2006
TIG Insurance Solutions 2005 - 2005
Skills
Press Releases, Strategic Communications, Community Outreach, Editing, Social Media Marketing, Nonprofits, Event Planning, Research, Fundraising, Grant Writing, Internal Communications, Marketing Communications, Public Relations, Public Speaking, Volunteer Management, Legislative Relations, Legal Writing, Legal Research
Education
University of San Francisco School of Law 2011 — 2014
J.D.
Miami University 2004 — 2008
Bachelor of Arts, Journalism and Philosophy
Yuba County Public Defender June 2015 - Present
Wilson Elser Moskowitz Edelman & Dicker August 2014 - June 2015
University of San Francisco School of Law August 2011 - May 2014
San Francisco Public Defender's Office June 2012 - August 2013
Central Ohio Workforce Investment Corporation (COWIC) January 2011 - July 2011
State of Ohio- Ohio House of Representatives, Democratic Caucus 2010 - 2011
Ohio Legislative Service Commission 2009 - 2010
Wachovia Securities 2007 - 2007
College of American Pathologists (CAP) 2006 - 2006
TIG Insurance Solutions 2005 - 2005
Skills
Press Releases, Strategic Communications, Community Outreach, Editing, Social Media Marketing, Nonprofits, Event Planning, Research, Fundraising, Grant Writing, Internal Communications, Marketing Communications, Public Relations, Public Speaking, Volunteer Management, Legislative Relations, Legal Writing, Legal Research
Education
University of San Francisco School of Law 2011 — 2014
J.D.
Miami University 2004 — 2008
Bachelor of Arts, Journalism and Philosophy
Andrei Goloubentsev Andrei Goloubentsev's Wachovia Securities Experience 2003 - 2006
Job Director, Risk Analytics at Bank of America
Industry Investment Banking
Experience
Bank of America July 2013 - Present
CME Group December 2011 - June 2013
BMO Capital Markets July 2007 - December 2011
Credit Suisse September 2006 - June 2007
Wachovia Securities 2003 - 2006
CIBC World Markets April 2000 - June 2003
CIBC January 1998 - March 2000
Algorithmics 1996 - 1996
University of Toronto 1990 - 1996
Kourchatov Institute 1986 - 1990
Skills
Derivatives, Interest Rate..., Quantitative Finance, Credit Derivatives, Equity Derivatives, Fixed Income, Market Risk, Quantitative Analytics, Options, Swaps, Financial Modeling, Equities, Risk Management, Structured Products
Education
Московский Физико-Технический Институт (Государственный Университет) (МФТИ) 1976 — 1986
PhD, Physics
Bank of America July 2013 - Present
CME Group December 2011 - June 2013
BMO Capital Markets July 2007 - December 2011
Credit Suisse September 2006 - June 2007
Wachovia Securities 2003 - 2006
CIBC World Markets April 2000 - June 2003
CIBC January 1998 - March 2000
Algorithmics 1996 - 1996
University of Toronto 1990 - 1996
Kourchatov Institute 1986 - 1990
Skills
Derivatives, Interest Rate..., Quantitative Finance, Credit Derivatives, Equity Derivatives, Fixed Income, Market Risk, Quantitative Analytics, Options, Swaps, Financial Modeling, Equities, Risk Management, Structured Products
Education
Московский Физико-Технический Институт (Государственный Университет) (МФТИ) 1976 — 1986
PhD, Physics
Celia Rafalko, CFP® Celia Rafalko, CFP®'s Wachovia Securities Experience June 2004 - December 2008
Job CEO and Founder, providing independent investment advice, fiduciary consulting and services to plan sponsors
Industry Financial Services
Experience
Piedmont Independent Fiduciaries, Inc June 2011 - Present
Rafalko Investment Advisory LLC August 2009 - Present
Wachovia Securities June 2004 - December 2008
Wachovia Securities October 1998 - June 2004
State Street Corporation 1995 - 1997
New Alliance Consulting August 1992 - August 1994
IBM 1978 - 1991
Skills
Mutual Funds, Alternative Investments, ETFs, Retirement Planning, 401k, Asset Management, Wealth Management..., Retirement, Investment Strategies, Personal Financial..., Financial Advisory, Strategic Financial..., Qualified Retirement..., Securities, Fiduciary Management, Asset Allocation, FINRA, IRAs, Wealth, Financial Services, Exchange Traded Funds, Investment Management, Roth IRA, High Net Worth..., Business Development, Sales Management, Lean Startup, Stocks, Wealth Management, Investments, Portfolio Management, Investment Advisory
Education
Miami University
Bachelor of Arts, English and Economics
Miami University
Piedmont Independent Fiduciaries, Inc June 2011 - Present
Rafalko Investment Advisory LLC August 2009 - Present
Wachovia Securities June 2004 - December 2008
Wachovia Securities October 1998 - June 2004
State Street Corporation 1995 - 1997
New Alliance Consulting August 1992 - August 1994
IBM 1978 - 1991
Skills
Mutual Funds, Alternative Investments, ETFs, Retirement Planning, 401k, Asset Management, Wealth Management..., Retirement, Investment Strategies, Personal Financial..., Financial Advisory, Strategic Financial..., Qualified Retirement..., Securities, Fiduciary Management, Asset Allocation, FINRA, IRAs, Wealth, Financial Services, Exchange Traded Funds, Investment Management, Roth IRA, High Net Worth..., Business Development, Sales Management, Lean Startup, Stocks, Wealth Management, Investments, Portfolio Management, Investment Advisory
Education
Miami University
Bachelor of Arts, English and Economics
Miami University
Robert Konowitz Robert Konowitz's Wachovia Securities Experience 2006 - 2009
Job Chiropractic Physician at Chiropractic 1st
Industry Hospital & Health Care
Experience
Chiropractic 1st April 2015 - Present
Fort Lee Rehabilitation September 2014 - March 2015
High Tech Innovations, LLC April 2011 - September 2014
ADP Retirement Services 2009 - 2011
Wachovia Securities 2006 - 2009
Mt. Olive Chiropractic Center, PC 1982 - 2006
Skills
Direct Sales, Healthcare Technology, New Business Development, Sales Process, Sales Management, Sales, Insurance, Cold Calling, Employee Benefits, Account Management, Salesforce.com, Coaching, 401k, Team Building, Customer Service, Marketing, Strategic Planning, Lead Generation, Small Business, Public Speaking, Sales Operations, Customer Retention, Healthcare, Training, Business Development, CRM
Education
New York Chiropractic College 1977 — 1981
D.C. - Doctor of Chiropractic, Chiropractic
The Pennsylvania State University, State 1971 — 1974
B.S, Animal Science
Chiropractic 1st April 2015 - Present
Fort Lee Rehabilitation September 2014 - March 2015
High Tech Innovations, LLC April 2011 - September 2014
ADP Retirement Services 2009 - 2011
Wachovia Securities 2006 - 2009
Mt. Olive Chiropractic Center, PC 1982 - 2006
Skills
Direct Sales, Healthcare Technology, New Business Development, Sales Process, Sales Management, Sales, Insurance, Cold Calling, Employee Benefits, Account Management, Salesforce.com, Coaching, 401k, Team Building, Customer Service, Marketing, Strategic Planning, Lead Generation, Small Business, Public Speaking, Sales Operations, Customer Retention, Healthcare, Training, Business Development, CRM
Education
New York Chiropractic College 1977 — 1981
D.C. - Doctor of Chiropractic, Chiropractic
The Pennsylvania State University, State 1971 — 1974
B.S, Animal Science
Carlos del Amo Carlos del Amo's Wachovia Securities Experience August 2001 - December 2005
Job Chief Sustainability Officer at Smart Growth Realty
Industry Real Estate
Experience
Smart Growth Realty,LLC June 2010 - Present
USGBC South Florida Chapter September 2011 - September 2012
Coldwell Banker Residential Real Estate November 2004 - May 2010
West Kendall Business Association 2005 - 2009
Wachovia Securities August 2001 - December 2005
Banc of America Investments August 1996 - August 2001
Skills
Renovation, Consulting, Investment Properties, Real Estate, Residential Homes, Sellers, Real Estate Transactions, Real Estate Development, Commercial Real Estate, Real Property, Contract Negotiation, Green Building, Marketing, Sustainability, REO, Property, Property Management, Selling, Rentals, LEED, Condos, Single Family Homes, Vacation Homes, New Homes, Income Properties, Foreclosures, 1031 Exchanges, Move Up Buyers, First Time Home Buyers, HUD, Luxury, Waterfront, New Home Sales, Relocation Buyers, Investors, SFR, Short Sales, ABR, e-PRO, Relocation, Referrals, Buyers, Townhomes, Council of Residential..., Listings, National Association of..., International Real..., Home Staging, Listing Homes, Buyer Representation
Education
Miami Dade College 1984 — 1987
Self Taught, Business Administration and Management, General
Smart Growth Realty,LLC June 2010 - Present
USGBC South Florida Chapter September 2011 - September 2012
Coldwell Banker Residential Real Estate November 2004 - May 2010
West Kendall Business Association 2005 - 2009
Wachovia Securities August 2001 - December 2005
Banc of America Investments August 1996 - August 2001
Skills
Renovation, Consulting, Investment Properties, Real Estate, Residential Homes, Sellers, Real Estate Transactions, Real Estate Development, Commercial Real Estate, Real Property, Contract Negotiation, Green Building, Marketing, Sustainability, REO, Property, Property Management, Selling, Rentals, LEED, Condos, Single Family Homes, Vacation Homes, New Homes, Income Properties, Foreclosures, 1031 Exchanges, Move Up Buyers, First Time Home Buyers, HUD, Luxury, Waterfront, New Home Sales, Relocation Buyers, Investors, SFR, Short Sales, ABR, e-PRO, Relocation, Referrals, Buyers, Townhomes, Council of Residential..., Listings, National Association of..., International Real..., Home Staging, Listing Homes, Buyer Representation
Education
Miami Dade College 1984 — 1987
Self Taught, Business Administration and Management, General
Lin Fisher Lin Fisher's Wachovia Securities Experience February 2002 - February 2003
Job Program Manager at XPIENT Solutions
Industry Information Technology and Services
Experience
XPIENT Solutions April 2015 - Present
Verian Technologies August 2014 - April 2015
Verian Technologies January 2014 - September 2014
Verian Technologies May 2012 - January 2014
Bank of America June 2008 - January 2009
Bank of America December 2006 - June 2008
Bank of America April 2006 - December 2006
Bank of America December 2005 - April 2006
Wachovia Securities February 2002 - February 2003
Skills
Access, SQL, Database Design, HTML, Business Process..., Scrum, Microsoft SQL Server, Business Analysis, SDLC, JavaScript, Quality Assurance, Business Process, Ant, Certified Scrum Master..., SQL Server, MySQL, JavaSE, PHP, Apache, Operational Excellence, Operational Planning, Process Mapping, HTML + CSS, ActionScript, jQuery, Toad, Process Control, SaaS, XML, Agile Methodologies, Business Process Mapping, UML, Software Project..., Project Estimation, Functional Design, Project Management, Requirements Gathering, Project Planning, System Specification, Requirements Analysis, Leadership, Project Delivery, Functional Requirements, Consulting, Microsoft Project, Software Implementation, Training
Education
Morehouse College 1993 — 1998
BA, Business Administration
Morehouse College 1993 — 1998
Bachelor of Arts (B.A.), Small Business Administration/Management
XPIENT Solutions April 2015 - Present
Verian Technologies August 2014 - April 2015
Verian Technologies January 2014 - September 2014
Verian Technologies May 2012 - January 2014
Bank of America June 2008 - January 2009
Bank of America December 2006 - June 2008
Bank of America April 2006 - December 2006
Bank of America December 2005 - April 2006
Wachovia Securities February 2002 - February 2003
Skills
Access, SQL, Database Design, HTML, Business Process..., Scrum, Microsoft SQL Server, Business Analysis, SDLC, JavaScript, Quality Assurance, Business Process, Ant, Certified Scrum Master..., SQL Server, MySQL, JavaSE, PHP, Apache, Operational Excellence, Operational Planning, Process Mapping, HTML + CSS, ActionScript, jQuery, Toad, Process Control, SaaS, XML, Agile Methodologies, Business Process Mapping, UML, Software Project..., Project Estimation, Functional Design, Project Management, Requirements Gathering, Project Planning, System Specification, Requirements Analysis, Leadership, Project Delivery, Functional Requirements, Consulting, Microsoft Project, Software Implementation, Training
Education
Morehouse College 1993 — 1998
BA, Business Administration
Morehouse College 1993 — 1998
Bachelor of Arts (B.A.), Small Business Administration/Management
Matthew Richter Matthew Richter's Wachovia Securities Experience June 2007 - June 2009
Job Vice President at Alidade Capital, LLC
Industry Real Estate
Experience
Alidade Capital, LLC May 2013 - Present
J.P. Morgan Private Bank June 2012 - August 2012
ACI Worldwide June 2009 - June 2011
Wachovia Securities June 2007 - June 2009
Federal Reserve Bank of New York March 2006 - May 2007
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Master of Business Administration (MBA)
University of Michigan - A. Alfred Taubman College of Architecture and Urban Planning 2012 — 2013
Graduate Certificate in Real Estate Development
Michigan State University 2001 — 2006
Bachelor of Arts (BA)
Alidade Capital, LLC May 2013 - Present
J.P. Morgan Private Bank June 2012 - August 2012
ACI Worldwide June 2009 - June 2011
Wachovia Securities June 2007 - June 2009
Federal Reserve Bank of New York March 2006 - May 2007
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Master of Business Administration (MBA)
University of Michigan - A. Alfred Taubman College of Architecture and Urban Planning 2012 — 2013
Graduate Certificate in Real Estate Development
Michigan State University 2001 — 2006
Bachelor of Arts (BA)
Michael Van Cise Michael Van Cise's Wachovia Securities Experience May 2001 - October 2001
Job Attorney at Arnall Golden Gregory LLP
Industry Law Practice
Experience
Arnall Golden Gregory LLP August 2010 - Present
Operation Boot Camp of North America 2013 - Present
Scroggin & Company, P.C. August 2006 - August 2010
Gearhiser, Peters, Lockaby, Cavett & Elliott May 2005 - August 2005
Fortson, Bentley & Griffin May 2003 - August 2003
Darlington School November 2001 - July 2003
Wachovia Securities May 2001 - October 2001
Mercer University January 2001 - May 2001
Mercer University August 1998 - December 2000
Education
Darlington School 1990 — 2007
High School Diploma
University of Georgia School of Law 2003 — 2006
J.D., Law
Mercer University 1997 — 2001
B.A., History major, English minor
Arnall Golden Gregory LLP August 2010 - Present
Operation Boot Camp of North America 2013 - Present
Scroggin & Company, P.C. August 2006 - August 2010
Gearhiser, Peters, Lockaby, Cavett & Elliott May 2005 - August 2005
Fortson, Bentley & Griffin May 2003 - August 2003
Darlington School November 2001 - July 2003
Wachovia Securities May 2001 - October 2001
Mercer University January 2001 - May 2001
Mercer University August 1998 - December 2000
Education
Darlington School 1990 — 2007
High School Diploma
University of Georgia School of Law 2003 — 2006
J.D., Law
Mercer University 1997 — 2001
B.A., History major, English minor
Melissa A. Duffy, AIF ®'s Wachovia Securities Experience November 2007 - October 2008
Job Managing Director, Partner at Simmons Wilkes Investment Advisors HighTower
Industry Financial Services
Experience
HighTower August 2015 - Present
Duffy Anderson Investment Management October 2008 - August 2015
Wachovia Securities November 2007 - October 2008
A.G. Edwards & Sons, Inc. May 2002 - November 2007
Rydex Investments February 2001 - May 2002
Charles Schwab October 1999 - September 2000
State Street Research May 1997 - September 1999
Fidelity Investments October 1995 - May 1997
Skills
Small Business, Retirement Planning, Management, Marketing, Public Speaking, Training, Sales, Leadership, Nonprofits, Financial Analysis
Education
Miami University 1991 — 1995
Bachelor of Arts (B.A.), International/Global Studies
The Williston Northampton School
HighTower August 2015 - Present
Duffy Anderson Investment Management October 2008 - August 2015
Wachovia Securities November 2007 - October 2008
A.G. Edwards & Sons, Inc. May 2002 - November 2007
Rydex Investments February 2001 - May 2002
Charles Schwab October 1999 - September 2000
State Street Research May 1997 - September 1999
Fidelity Investments October 1995 - May 1997
Skills
Small Business, Retirement Planning, Management, Marketing, Public Speaking, Training, Sales, Leadership, Nonprofits, Financial Analysis
Education
Miami University 1991 — 1995
Bachelor of Arts (B.A.), International/Global Studies
The Williston Northampton School
Aaron Lipton Aaron Lipton's Wachovia Securities Experience January 2009 - May 2009
Job Credit Analyst III at TD Bank Group
Industry Banking
Experience
TD Bank Group September 2011 - Present
Calder Associates, Inc. December 2010 - August 2011
Hollywood Golf Club May 2007 - August 2010
Wachovia Securities January 2009 - May 2009
Skills
Financial Modeling, Financial Analysis, Finance, Banking, Credit Analysis, Underwriting, Commercial Banking, Mergers, Risk Management, Valuation, Private Equity, Management, Business Valuation, Credit, Portfolio Management
Education
Rowan University 2006 — 2010
Bachelor of Science, Finance
Monmouth University
MBA, Finance
TD Bank Group September 2011 - Present
Calder Associates, Inc. December 2010 - August 2011
Hollywood Golf Club May 2007 - August 2010
Wachovia Securities January 2009 - May 2009
Skills
Financial Modeling, Financial Analysis, Finance, Banking, Credit Analysis, Underwriting, Commercial Banking, Mergers, Risk Management, Valuation, Private Equity, Management, Business Valuation, Credit, Portfolio Management
Education
Rowan University 2006 — 2010
Bachelor of Science, Finance
Monmouth University
MBA, Finance
Tim Batchelor's Wachovia Securities Experience August 2003 - December 2004
Job Software Developer
Industry Computer Software
Experience
nCino, Inc. November 2012 - Present
Omni Homes, Inc. March 2006 - March 2012
The Queensboro Shirt Company March 2004 - March 2006
Wachovia Securities August 2003 - December 2004
Blackbird Holdings, Inc. 1998 - 2003
Skills
Software Development, Construction, JavaScript, Management, CRM, Web Development, PHP, Customer Service, MVC, Salesforce.com, Java, Yii, XML, jQuery, MySQL, SQL, Eclipse, Knockout JS, Apex, DataTables, HTML
Education
North Carolina State University 1994 — 1998
B. S., Computer Science
nCino, Inc. November 2012 - Present
Omni Homes, Inc. March 2006 - March 2012
The Queensboro Shirt Company March 2004 - March 2006
Wachovia Securities August 2003 - December 2004
Blackbird Holdings, Inc. 1998 - 2003
Skills
Software Development, Construction, JavaScript, Management, CRM, Web Development, PHP, Customer Service, MVC, Salesforce.com, Java, Yii, XML, jQuery, MySQL, SQL, Eclipse, Knockout JS, Apex, DataTables, HTML
Education
North Carolina State University 1994 — 1998
B. S., Computer Science
Mark C. Pfeffer Mark C. Pfeffer's Wachovia Securities Experience 1995 - 2008
Job Senior Vice President Investments at Pfeffer Wealth Management Group of Wells Fargo Advisors
Industry Financial Services
Experience
Pfeffer Wealth Management Group of Wells Fargo Advisors, LLC 2008 - Present
Wachovia Securities 1995 - 2008
Paine Webber 1989 - 1995
E.F. Hutton 1984 - 1989
Skills
Wealth Management, Investments, Finance, Financial Analysis, Wealth, Estate Planning...
Education
Michigan State University 1978 — 1982
Bachelor of Arts in Marketing
Grosse Point North High School 1974 — 1978
Pfeffer Wealth Management Group of Wells Fargo Advisors, LLC 2008 - Present
Wachovia Securities 1995 - 2008
Paine Webber 1989 - 1995
E.F. Hutton 1984 - 1989
Skills
Wealth Management, Investments, Finance, Financial Analysis, Wealth, Estate Planning...
Education
Michigan State University 1978 — 1982
Bachelor of Arts in Marketing
Grosse Point North High School 1974 — 1978
Tom Wilcock Tom Wilcock's Wachovia Securities Experience April 2003 - October 2005
Job Managing Director at ICBC Standard Bank Plc
Industry Financial Services
Experience
ICBC Standard Bank Plc December 2005 - Present
Wachovia Securities April 2003 - October 2005
Prudential Securities December 1999 - April 2003
Lehman Brothers April 1997 - December 1999
Morgan Stanley June 1986 - April 1997
LaBranche & Co. October 1982 - August 1985
Skills
Finance, Business Strategy, Banking, Fixed Income, Emerging Markets, Management, Hedge Funds
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1985 — 1987
Master of Business Administration (M.B.A.), Finance, General
Miami University 1978 — 1982
Bachelor's degree, Industrial Engineering
ICBC Standard Bank Plc December 2005 - Present
Wachovia Securities April 2003 - October 2005
Prudential Securities December 1999 - April 2003
Lehman Brothers April 1997 - December 1999
Morgan Stanley June 1986 - April 1997
LaBranche & Co. October 1982 - August 1985
Skills
Finance, Business Strategy, Banking, Fixed Income, Emerging Markets, Management, Hedge Funds
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1985 — 1987
Master of Business Administration (M.B.A.), Finance, General
Miami University 1978 — 1982
Bachelor's degree, Industrial Engineering
Dwayne J Perry Dwayne J Perry's Wachovia Securities Experience October 2007 - September 2008
Job Database Analyst/Developer at Wells Fargo and Adjunct Instructor at York Technical College
Industry Information Technology and Services
Experience
Wells Fargo August 2014 - December 2014
Bank of America April 2013 - April 2014
Ally Financial Inc. February 2013 - March 2013
Ally Financial Inc. March 2012 - January 2013
Ally Financial Inc. August 2010 - January 2012
Wells Fargo October 2009 - September 2010
Wachovia Bank October 2008 - April 2009
Wachovia Securities October 2007 - September 2008
Transamerica June 2007 - September 2007
APM Terminals December 2006 - May 2007
Skills
ETL, Data Analysis, VBA, Microsoft Office, Visio, Business Intelligence, Business Analysis, SQL, Databases, Oracle, SDLC, Crystal Reports, Business Process, Data Warehousing, Requirements Analysis, Software Documentation
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
BS, Information Systems
New York University 1987 — 1991
AAS, Business with Computer Application
Wells Fargo August 2014 - December 2014
Bank of America April 2013 - April 2014
Ally Financial Inc. February 2013 - March 2013
Ally Financial Inc. March 2012 - January 2013
Ally Financial Inc. August 2010 - January 2012
Wells Fargo October 2009 - September 2010
Wachovia Bank October 2008 - April 2009
Wachovia Securities October 2007 - September 2008
Transamerica June 2007 - September 2007
APM Terminals December 2006 - May 2007
Skills
ETL, Data Analysis, VBA, Microsoft Office, Visio, Business Intelligence, Business Analysis, SQL, Databases, Oracle, SDLC, Crystal Reports, Business Process, Data Warehousing, Requirements Analysis, Software Documentation
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
BS, Information Systems
New York University 1987 — 1991
AAS, Business with Computer Application
Rhett Merchant Rhett Merchant's Wachovia Securities Experience November 2002 - October 2008
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
Merrill Lynch October 2008 - August 2013
Wachovia Securities November 2002 - October 2008
Merrill Lynch February 1994 - November 2002
Edward Jones October 1991 - February 1994
Skills
Series 7, Series 63, Fixed Annuities, 401k Rollovers, Retirement Planning, Wealth Management, Asset Allocation, Investment Advisory, Retirement, 401k, Wealth Management..., IRAs, Saving for Education, Risk Management, Portfolio Management, Financial Planning, Investment Strategies, Investments
Education
Miami University 1983 — 1987
Bachelor's degree, Marketing
Wooster High School 1980 — 1983
Diploma
Morgan Stanley August 2013 - Present
Merrill Lynch October 2008 - August 2013
Wachovia Securities November 2002 - October 2008
Merrill Lynch February 1994 - November 2002
Edward Jones October 1991 - February 1994
Skills
Series 7, Series 63, Fixed Annuities, 401k Rollovers, Retirement Planning, Wealth Management, Asset Allocation, Investment Advisory, Retirement, 401k, Wealth Management..., IRAs, Saving for Education, Risk Management, Portfolio Management, Financial Planning, Investment Strategies, Investments
Education
Miami University 1983 — 1987
Bachelor's degree, Marketing
Wooster High School 1980 — 1983
Diploma
Paul Chikes's Wachovia Securities Experience 2004 - 2007
Job Associate at Canyon Capital Advisors
Industry Investment Management
Experience
Canyon Capital Advisors September 2014 - Present
Two Sigma Securities May 2012 - September 2014
BMO Capital Markets May 2011 - May 2012
RBC Capital Markets October 2007 - May 2011
Wachovia Securities 2004 - 2007
Skills
Asset Management, Securities, Trading, Securities Lending, Microsoft Office, Equities, Back Office, Corporate Actions, Derivatives, Financial Risk, Portfolio Management, Series 63, Bloomberg, Options, Capital Markets, Fixed Income, Hedge Funds, Commodity
Education
North Carolina State University - College of Management 2000 — 2004
Canyon Capital Advisors September 2014 - Present
Two Sigma Securities May 2012 - September 2014
BMO Capital Markets May 2011 - May 2012
RBC Capital Markets October 2007 - May 2011
Wachovia Securities 2004 - 2007
Skills
Asset Management, Securities, Trading, Securities Lending, Microsoft Office, Equities, Back Office, Corporate Actions, Derivatives, Financial Risk, Portfolio Management, Series 63, Bloomberg, Options, Capital Markets, Fixed Income, Hedge Funds, Commodity
Education
North Carolina State University - College of Management 2000 — 2004
Eric Abramson Eric Abramson's Wachovia Securities Experience July 2003 - September 2004
Job Program Manager at S.U.R.E. Record
Industry Information Technology and Services
Experience
SoftShip America June 2012 - July 2014
AIG August 2006 - December 2011
Wachovia Securities July 2003 - September 2004
Prudential Securities February 1998 - July 2003
Skills
SharePoint, AJAX, JavaScript, Java, .NET, ASP, SQL, HTML/XML, Leadership, SDLC, IT Strategy, Business Process, Business Analysis, Management, Requirements Analysis, Software Project..., Software Development, Information Technology, Program Management, Process Improvement, Vendor Management
Education
Monroe College
Computer Science
SoftShip America June 2012 - July 2014
AIG August 2006 - December 2011
Wachovia Securities July 2003 - September 2004
Prudential Securities February 1998 - July 2003
Skills
SharePoint, AJAX, JavaScript, Java, .NET, ASP, SQL, HTML/XML, Leadership, SDLC, IT Strategy, Business Process, Business Analysis, Management, Requirements Analysis, Software Project..., Software Development, Information Technology, Program Management, Process Improvement, Vendor Management
Education
Monroe College
Computer Science
Jude Stambone's Wachovia Securities Experience May 2006 - April 2009
Job Financial Advisor at LPL Financial
Industry Investment Management
Experience
LPL Financial 2011 - Present
Cadaret, Grant & Co., Inc. June 2009 - December 2010
Long Financial Group June 2009 - December 2010
Wells Fargo Advisors April 2009 - June 2009
Wachovia Securities May 2006 - April 2009
Wachovia Securities July 2003 - May 2006
Prudential Securities May 2000 - July 2003
Skills
Retirement Planning, Series 7, Wealth Management, Investment Advisory, Mutual Funds, Series 63, Fixed Annuities, Investment Management, IRAs, Series 6, Portfolio Management, Life Insurance, Disability Insurance, Asset Management, Long-term Care
Education
Penn State University 1990 — 1995
Bishop O'Hara
Moravian College
University of Scranton
LPL Financial 2011 - Present
Cadaret, Grant & Co., Inc. June 2009 - December 2010
Long Financial Group June 2009 - December 2010
Wells Fargo Advisors April 2009 - June 2009
Wachovia Securities May 2006 - April 2009
Wachovia Securities July 2003 - May 2006
Prudential Securities May 2000 - July 2003
Skills
Retirement Planning, Series 7, Wealth Management, Investment Advisory, Mutual Funds, Series 63, Fixed Annuities, Investment Management, IRAs, Series 6, Portfolio Management, Life Insurance, Disability Insurance, Asset Management, Long-term Care
Education
Penn State University 1990 — 1995
Bishop O'Hara
Moravian College
University of Scranton
Adam Karron, JD, CWS® Adam Karron, JD, CWS®'s Wachovia Securities Experience 2006 - 2007
Job Asscociate Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services 2011 - Present
PNC Wealth Management (fka National City Private Client Group) 2008 - 2010
Wachovia Wealth Management 2007 - 2008
Wachovia Securities 2006 - 2007
SunTrust Investment Services 2005 - 2005
Karron Financial 1998 - 2005
Education
New York Law School
Juris Doctor, Law
Villanova University
BA, Psychology
Edelman Financial Services 2011 - Present
PNC Wealth Management (fka National City Private Client Group) 2008 - 2010
Wachovia Wealth Management 2007 - 2008
Wachovia Securities 2006 - 2007
SunTrust Investment Services 2005 - 2005
Karron Financial 1998 - 2005
Education
New York Law School
Juris Doctor, Law
Villanova University
BA, Psychology
Stephan Hyde Stephan Hyde's Wachovia Securities Experience 2005 - 2008
Job Vice President Wholesale Banking Portfolio Analysis & Reporting at Wells Fargo
Industry Capital Markets
Experience
Wells Fargo 2009 - Present
Wachovia Securities 2005 - 2008
Wachovia Securities 2001 - 2005
Bank One 1999 - 2001
Bank One 1997 - 1999
Education
Michigan State University 1994 — 1997
Bachelor, Finance
Wells Fargo 2009 - Present
Wachovia Securities 2005 - 2008
Wachovia Securities 2001 - 2005
Bank One 1999 - 2001
Bank One 1997 - 1999
Education
Michigan State University 1994 — 1997
Bachelor, Finance
Scott Olfe's Wachovia Securities Experience June 2008 - May 2010
Job Websphere Business Process & Decision Management Technical Sales Specialist at IBM
Industry Information Technology and Services
Experience
IBM April 2014 - Present
TIBCO Software June 2010 - November 2013
Okinawan Martial Arts Academy January 2005 - June 2010
Wachovia Securities June 2008 - May 2010
A.G. Edwards & Sons, Inc. October 2000 - May 2008
United Way of Greater St. Louis September 1998 - October 2000
Missouri Department of Mental Health January 1991 - September 1998
Skills
Process Improvement, Business Process Design, Architecture, SOA, Business Analysis, Testing, Requirements Analysis, Business Intelligence, Enterprise Software, BPMN, TIBCO, Integration, Software Project..., Enterprise Architecture, Vendor Management, EAI, Security, Product Management, Systems Analysis, SDLC, Software Development, Business Process..., Analysis, Business Process, IT Strategy, Solution Architecture, SharePoint, Agile Methodologies, UML, Visio, Requirements Gathering, Web Services, Middleware, Oracle, Java Enterprise Edition, Data Warehousing, SQL, PMP, Business Requirements, Scrum, Business Process..., Unix, Databases, Application Architecture, XML, Cloud Computing, Websphere, Architectures, Weblogic, DB2
Education
University of Missouri-Saint Louis 1998 — 2000
M.Ed., General Counseling
Missouri State University 1983 — 1987
B.S., Psychology
IBM April 2014 - Present
TIBCO Software June 2010 - November 2013
Okinawan Martial Arts Academy January 2005 - June 2010
Wachovia Securities June 2008 - May 2010
A.G. Edwards & Sons, Inc. October 2000 - May 2008
United Way of Greater St. Louis September 1998 - October 2000
Missouri Department of Mental Health January 1991 - September 1998
Skills
Process Improvement, Business Process Design, Architecture, SOA, Business Analysis, Testing, Requirements Analysis, Business Intelligence, Enterprise Software, BPMN, TIBCO, Integration, Software Project..., Enterprise Architecture, Vendor Management, EAI, Security, Product Management, Systems Analysis, SDLC, Software Development, Business Process..., Analysis, Business Process, IT Strategy, Solution Architecture, SharePoint, Agile Methodologies, UML, Visio, Requirements Gathering, Web Services, Middleware, Oracle, Java Enterprise Edition, Data Warehousing, SQL, PMP, Business Requirements, Scrum, Business Process..., Unix, Databases, Application Architecture, XML, Cloud Computing, Websphere, Architectures, Weblogic, DB2
Education
University of Missouri-Saint Louis 1998 — 2000
M.Ed., General Counseling
Missouri State University 1983 — 1987
B.S., Psychology
Scott Snider's Wachovia Securities Experience May 2007 - April 2009
Job Financial Advisor at The Huntington Investment Company
Industry Financial Services
Experience
The Huntington Investment Company April 2012 - September 2015
Huntington National Bank May 2009 - April 2012
Wachovia Securities May 2007 - April 2009
Continental Real Estate April 2006 - August 2006
Smith Barney February 2005 - August 2006
Skills
Investments, Wealth Management, Finance, Securities, Retirement Planning, Strategic Financial..., Financial Analysis, Life Insurance, Long Term Care Insurance
Education
Miami University 2002 — 2006
B.S., Finance
Upper Arlington 1998 — 2002
The Huntington Investment Company April 2012 - September 2015
Huntington National Bank May 2009 - April 2012
Wachovia Securities May 2007 - April 2009
Continental Real Estate April 2006 - August 2006
Smith Barney February 2005 - August 2006
Skills
Investments, Wealth Management, Finance, Securities, Retirement Planning, Strategic Financial..., Financial Analysis, Life Insurance, Long Term Care Insurance
Education
Miami University 2002 — 2006
B.S., Finance
Upper Arlington 1998 — 2002
Nicholas Petit Nicholas Petit's Wachovia Securities Experience April 2003 - February 2004
Job Founder / CEO Kahoots Contacts
Industry Information Technology and Services
Experience
Kahoots Contacts March 2014 - Present
WyR September 2012 - May 2014
Infosys April 2012 - September 2013
Applied Systems March 2009 - May 2012
BearingPoint February 2004 - February 2009
Wachovia Securities April 2003 - February 2004
United States Peace Corps - Morocco August 2001 - April 2003
Skills
Start-ups, Strategy, Leadership, Entrepreneurship, Mobile Applications
Education
Northwestern University - Kellogg School of Management 2011 — 2011
Executive Education
Miami University 1997 — 2001
Bachelors of Science
Kahoots Contacts March 2014 - Present
WyR September 2012 - May 2014
Infosys April 2012 - September 2013
Applied Systems March 2009 - May 2012
BearingPoint February 2004 - February 2009
Wachovia Securities April 2003 - February 2004
United States Peace Corps - Morocco August 2001 - April 2003
Skills
Start-ups, Strategy, Leadership, Entrepreneurship, Mobile Applications
Education
Northwestern University - Kellogg School of Management 2011 — 2011
Executive Education
Miami University 1997 — 2001
Bachelors of Science
Rick Corcoran Rick Corcoran's Wachovia Securities Experience July 2010 - Present
Job Project Manager Wells Fargo
Industry Financial Services
Experience
Wachovia Securities July 2010 - Present
WELLS FARGO ADVISORS, St. Louis, MO 2003 - Present
Global Financial Services 2000 - Present
JP Morgan Chase Swindon, England 2008 - 2009
Etrade Financial 2007 - 2008
A. G. Edwards 2003 - 2004
Midland Walwyn Capital Corp 1990 - 1991
Skills
FINRA, Risk Management, Integration, Bonds, Leadership, Project Management, Training, Vendor Management, Business Analysis, Process Improvement, Requirements Gathering, Back Office, Relationship Management, Mergers, Mutual Funds, Financial Services, Corporate Actions, Securities, Account Reconciliation, Banking, Financial Risk, Mergers & Acquisitions, Equities, Budgets, Series 7, Portfolio Management, Security, Credit, Management, Options, Analysis, Requirements Analysis, Fixed Income, SDLC, Asset Managment, Retirement, Strategic Financial..., Investments, Visio, Investment Banking, Middle Office, Financial Analysis, Finance, Brokers, Capital Markets, Series 63, Business Requirements, Strategic Planning, Asset Management, Trading
Education
Canadian Securities Institute 1993 — 1993
Canadian Securities Course
New York University 1967 — 1970
BS, Chemical Engineering
Wachovia Securities July 2010 - Present
WELLS FARGO ADVISORS, St. Louis, MO 2003 - Present
Global Financial Services 2000 - Present
JP Morgan Chase Swindon, England 2008 - 2009
Etrade Financial 2007 - 2008
A. G. Edwards 2003 - 2004
Midland Walwyn Capital Corp 1990 - 1991
Skills
FINRA, Risk Management, Integration, Bonds, Leadership, Project Management, Training, Vendor Management, Business Analysis, Process Improvement, Requirements Gathering, Back Office, Relationship Management, Mergers, Mutual Funds, Financial Services, Corporate Actions, Securities, Account Reconciliation, Banking, Financial Risk, Mergers & Acquisitions, Equities, Budgets, Series 7, Portfolio Management, Security, Credit, Management, Options, Analysis, Requirements Analysis, Fixed Income, SDLC, Asset Managment, Retirement, Strategic Financial..., Investments, Visio, Investment Banking, Middle Office, Financial Analysis, Finance, Brokers, Capital Markets, Series 63, Business Requirements, Strategic Planning, Asset Management, Trading
Education
Canadian Securities Institute 1993 — 1993
Canadian Securities Course
New York University 1967 — 1970
BS, Chemical Engineering
Mark Dreszler's Wachovia Securities Experience October 2004 - October 2005
Job Director, IT Risk Royal Bank of Canada
Industry Financial Services
Experience
RBC Capital Markets April 2012 - Present
JPMorgan Chase September 2010 - April 2012
Credit-Suisse November 2009 - November 2010
Citigroup October 2005 - November 2009
Wachovia Securities October 2004 - October 2005
Charles Schwab & Co December 2003 - October 2004
Arthur Andersen/BearingPoint March 2002 - March 2003
Credit Suisse/Donaldson, Lufkin & Jenrette (DLJ) September 1993 - January 2002
Skills
Business Continuity..., Risk Management, Data Privacy, ITIL, SDLC, Business Continuity, Governance
Education
New York University
Diploma
Seton Hall University
B.S
RBC Capital Markets April 2012 - Present
JPMorgan Chase September 2010 - April 2012
Credit-Suisse November 2009 - November 2010
Citigroup October 2005 - November 2009
Wachovia Securities October 2004 - October 2005
Charles Schwab & Co December 2003 - October 2004
Arthur Andersen/BearingPoint March 2002 - March 2003
Credit Suisse/Donaldson, Lufkin & Jenrette (DLJ) September 1993 - January 2002
Skills
Business Continuity..., Risk Management, Data Privacy, ITIL, SDLC, Business Continuity, Governance
Education
New York University
Diploma
Seton Hall University
B.S
Deepesh Jiwani's Wachovia Securities Experience July 2003 - November 2004
Job Senior Technical Implementation Manager at Charles River Development
Industry Financial Services
Experience
Charles River Development February 2011 - Present
JP Morgan 2007 - March 2011
JPMorgan Chase June 2008 - February 2011
Bear Stearns April 2007 - May 2008
Barclays Capital January 2004 - November 2006
Wachovia Securities July 2003 - November 2004
Prudential Securities June 2001 - July 2003
Prudential Securities July 1999 - June 2001
Prudential Securities June 1998 - July 1999
Tata Consultancy Services 1997 - 1998
Skills
Sybase, Microsoft SQL Server, XML, Web Services, Unix, Java, .NET, SDLC, SQL, C#, Trading Systems, Databases, Oracle, Market Data, JavaScript, Enterprise Architecture, UML, ASP.NET, Tomcat, Web Applications, SOAP, Testing, Charles River IMS, ASP, Message Queue, Agile Methodologies, DB2
Education
New Jersey Institute of Technology 2004 — 2006
Masters, Management Information Systems
Fr. CRCE 1992 — 1996
Bachelor's degree, Computer Engineering
Charles River Development February 2011 - Present
JP Morgan 2007 - March 2011
JPMorgan Chase June 2008 - February 2011
Bear Stearns April 2007 - May 2008
Barclays Capital January 2004 - November 2006
Wachovia Securities July 2003 - November 2004
Prudential Securities June 2001 - July 2003
Prudential Securities July 1999 - June 2001
Prudential Securities June 1998 - July 1999
Tata Consultancy Services 1997 - 1998
Skills
Sybase, Microsoft SQL Server, XML, Web Services, Unix, Java, .NET, SDLC, SQL, C#, Trading Systems, Databases, Oracle, Market Data, JavaScript, Enterprise Architecture, UML, ASP.NET, Tomcat, Web Applications, SOAP, Testing, Charles River IMS, ASP, Message Queue, Agile Methodologies, DB2
Education
New Jersey Institute of Technology 2004 — 2006
Masters, Management Information Systems
Fr. CRCE 1992 — 1996
Bachelor's degree, Computer Engineering
Heather Crist's Wachovia Securities Experience 2006 - 2011
Job Senior Vice President Complex Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2012 - Present
Wells Fargo Bank April 2006 - August 2012
Wachovia Securities 2006 - 2011
Prudential Financial April 1990 - April 2006
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA
Miami University 1986 — 1990
BA, Political Science, minor Economics
Libertyville High School 1982 — 1986
Wells Fargo Advisors August 2012 - Present
Wells Fargo Bank April 2006 - August 2012
Wachovia Securities 2006 - 2011
Prudential Financial April 1990 - April 2006
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA
Miami University 1986 — 1990
BA, Political Science, minor Economics
Libertyville High School 1982 — 1986
Jamey Tuggle's Wachovia Securities Experience Military RecruiterGE EnergyJune 2004 - September 2006
Job Investment Retirement Consultant at Wachovia Securities and Financial Services Consultant
Industry Financial Services
Experience
Wachovia Securities Military RecruiterGE EnergyJune 2004 - September 2006
Education
North Carolina Agricultural and Technical State University 1994 — 1999
Wachovia Securities Military RecruiterGE EnergyJune 2004 - September 2006
Education
North Carolina Agricultural and Technical State University 1994 — 1999
Michael Hall, CRCM, CAMS, CIPP, Series 7, 27, 63's Wachovia Securities Experience 2003 - 2006
Job Sr. Director Bank Compliance CMP and Testing at Capital One
Industry Banking
Experience
Capital One August 2006 - Present
Wachovia Securities 2003 - 2006
Circuit City 1999 - 2003
Skills
Financial Risk, Banking, Operational Risk..., Series 63
Education
Miami University 1996 — 2000
Capital One August 2006 - Present
Wachovia Securities 2003 - 2006
Circuit City 1999 - 2003
Skills
Financial Risk, Banking, Operational Risk..., Series 63
Education
Miami University 1996 — 2000
Borko Milosev's Wachovia Securities Experience May 2004 - August 2008
Job Post Road Management
Industry Real Estate
Experience
Post Road Management, LLC April 2012 - Present
Iron Hound Management Co., LLC September 2008 - March 2012
Wachovia Securities May 2004 - August 2008
Skills
CMBS, Commercial Real Estate, Equities, Investment Properties, Investors, Loans, Management, Restructuring, Real Estate Economics, Real Estate, Asset Management, Investments, Valuation, Due Diligence, Acquisitions, Real Estate Development, Financial Modeling, Portfolio Management, Negotiation
Education
Wilson 2003 — 2004
Moravian College 2000 — 2004
B.S. in Mathematics; Second Degree: Financial Econimics, Mathematics
Post Road Management, LLC April 2012 - Present
Iron Hound Management Co., LLC September 2008 - March 2012
Wachovia Securities May 2004 - August 2008
Skills
CMBS, Commercial Real Estate, Equities, Investment Properties, Investors, Loans, Management, Restructuring, Real Estate Economics, Real Estate, Asset Management, Investments, Valuation, Due Diligence, Acquisitions, Real Estate Development, Financial Modeling, Portfolio Management, Negotiation
Education
Wilson 2003 — 2004
Moravian College 2000 — 2004
B.S. in Mathematics; Second Degree: Financial Econimics, Mathematics
Banks Bourne's Wachovia Securities Experience 1997 - 2000
Job Chief Executive Officer
Industry Venture Capital & Private Equity
Experience
Bourne Partners January 2002 - Present
Covis Pharma, S.à.r.l. December 2011 - Present
TITAN Technology Partners January 2000 - May 2001
Wachovia Securities 1997 - 2000
Skills
Mergers, Healthcare, Healthcare Information..., Private Equity, Wound Care, Corporate Development, Financial Analysis, Licensing, Venture Capital, Valuation, Business Development, Due Diligence, Mergers & Acquisitions, Portfolio Management, Leadership, Private Placements, Investments, Financial Modeling, Financial Services, Growth Capital, Investment Banking, Equities, Management
Education
Wake Forest University 1995 — 1997
MBA, Finance
North Carolina State University - College of Management 1990 — 1994
BA, Business
Charlotte Country Day School 1978 — 1990
Bourne Partners January 2002 - Present
Covis Pharma, S.à.r.l. December 2011 - Present
TITAN Technology Partners January 2000 - May 2001
Wachovia Securities 1997 - 2000
Skills
Mergers, Healthcare, Healthcare Information..., Private Equity, Wound Care, Corporate Development, Financial Analysis, Licensing, Venture Capital, Valuation, Business Development, Due Diligence, Mergers & Acquisitions, Portfolio Management, Leadership, Private Placements, Investments, Financial Modeling, Financial Services, Growth Capital, Investment Banking, Equities, Management
Education
Wake Forest University 1995 — 1997
MBA, Finance
North Carolina State University - College of Management 1990 — 1994
BA, Business
Charlotte Country Day School 1978 — 1990
Connie Holloway's Wachovia Securities Experience September 2008 - May 2009
Job Information Reporting Sr. Process Manager at Capital One
Industry Financial Services
Experience
Capital One June 2013 - Present
Capital One August 2011 - June 2013
Capital One July 2010 - August 2011
Wachovia Securities September 2008 - May 2009
Wachovia Securities, LLC July 2007 - September 2008
Wachovia Securities, LLC May 2006 - July 2007
Wachovia Securities, LLC October 2005 - May 2006
Skills
Management, IRAs, Banking, Process Improvement, Leadership, Program Management, Risk Management, Financial Services, Vendor Management
Education
Middle Tennessee State University 2001 — 2005
BBA, Economics
Capital One June 2013 - Present
Capital One August 2011 - June 2013
Capital One July 2010 - August 2011
Wachovia Securities September 2008 - May 2009
Wachovia Securities, LLC July 2007 - September 2008
Wachovia Securities, LLC May 2006 - July 2007
Wachovia Securities, LLC October 2005 - May 2006
Skills
Management, IRAs, Banking, Process Improvement, Leadership, Program Management, Risk Management, Financial Services, Vendor Management
Education
Middle Tennessee State University 2001 — 2005
BBA, Economics
Brandon Coward's Wachovia Securities Experience May 2006 - May 2008
Job Analyst at Wachovia Securities
Industry Financial Services
Experience
Becoming One Couples Ministry June 2008 - Present
Wachovia Securities May 2006 - May 2008
Education
Morehouse College 2002 — 2006
Becoming One Couples Ministry June 2008 - Present
Wachovia Securities May 2006 - May 2008
Education
Morehouse College 2002 — 2006
Joe Camillo's Wachovia Securities Experience July 2006 - October 2007
Job at Wachovia Securities, LLC
Industry Financial Services
Experience
Wachovia Securities, LLC October 2007 - Present
Wachovia 2006 - Present
Wachovia Securities July 2006 - October 2007
A.G. Edwards January 2000 - October 2007
A.G. Edwards & Sons 2000 - July 2006
Education
Southern Illinois University, Edwardsville 1991 — 1996
MBA, Finance Emphasis
Millikin University 1978 — 1982
BS, Marketing
Wachovia Securities, LLC October 2007 - Present
Wachovia 2006 - Present
Wachovia Securities July 2006 - October 2007
A.G. Edwards January 2000 - October 2007
A.G. Edwards & Sons 2000 - July 2006
Education
Southern Illinois University, Edwardsville 1991 — 1996
MBA, Finance Emphasis
Millikin University 1978 — 1982
BS, Marketing
David Endres's Wachovia Securities Experience November 2007 - December 2008
Job Technical Lead at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2009 - Present
Wachovia Securities November 2007 - December 2008
A.G. Edwards February 1998 - October 2007
Education
McKendree University 1990 — 1995
Bachelor, Computer and Information Science
Wells Fargo Advisors January 2009 - Present
Wachovia Securities November 2007 - December 2008
A.G. Edwards February 1998 - October 2007
Education
McKendree University 1990 — 1995
Bachelor, Computer and Information Science
Francine Eaves-Ranft's Wachovia Securities Experience 1995 - 2000
Job Regional Sales Supervisor at H&R Block Financial Advisors
Industry Financial Services
Experience
H&R Block Financial Advisors April 2003 - Present
Wachovia Securities 1995 - 2000
Education
Mount St. Mary's University 1982 — 1986
H&R Block Financial Advisors April 2003 - Present
Wachovia Securities 1995 - 2000
Education
Mount St. Mary's University 1982 — 1986
Jessica Felts's Wachovia Securities Experience June 2006 - August 2008
Job Investment Banking Analyst at Wachovia Securities
Industry Banking
Experience
Wachovia August 2008 - Present
Wachovia Securities June 2006 - August 2008
Provident Funding Associates L.P. April 2005 - June 2006
Education
North Carolina State University 2000 — 2004
Wachovia August 2008 - Present
Wachovia Securities June 2006 - August 2008
Provident Funding Associates L.P. April 2005 - June 2006
Education
North Carolina State University 2000 — 2004
Charles Berry's Wachovia Securities Experience May 1997 - November 1999
Job President, C.E. Berry Janitorial Service
Industry Facilities Services
Experience
Sight+Sound Gallery March 2012 - Present
C.E. Berry Janitorial Service February 2001 - Present
SmartMail Services November 1999 - February 2001
Wachovia Securities May 1997 - November 1999
Bank of New York May 1992 - February 1995
Skills
Business Development, Business Strategy, Financial Modeling, Strategic Planning, Marketing Strategy, Budgets, New Business Development, Contract Negotiation, Project Management, Team Building, Financial Analysis, Negotiation, Public Speaking, Competitive Analysis, Business Planning, Mergers, Leadership, Cross-functional Team..., Sales
Education
Morehouse College 1987 — 1992
BA, Finance
Sight+Sound Gallery March 2012 - Present
C.E. Berry Janitorial Service February 2001 - Present
SmartMail Services November 1999 - February 2001
Wachovia Securities May 1997 - November 1999
Bank of New York May 1992 - February 1995
Skills
Business Development, Business Strategy, Financial Modeling, Strategic Planning, Marketing Strategy, Budgets, New Business Development, Contract Negotiation, Project Management, Team Building, Financial Analysis, Negotiation, Public Speaking, Competitive Analysis, Business Planning, Mergers, Leadership, Cross-functional Team..., Sales
Education
Morehouse College 1987 — 1992
BA, Finance
Glenn Wangerien's Wachovia Securities Experience June 2007 - Present
Job Financial Advisor at Wachovia Securities
Industry Financial Services
Experience
Wachovia Securities June 2007 - Present
Verizon Business 2004 - 2006
Education
Monmouth University
Wachovia Securities June 2007 - Present
Verizon Business 2004 - 2006
Education
Monmouth University
Tracy Byer, PMP's Wachovia Securities Experience 2007 - November 2008
Job IT Program Manager at Saint Louis University
Industry Higher Education
Experience
Health Information Systems at SLUCare - The Physicians of Saint Louis University October 2011 - Present
Saint Louis University 2008 - October 2011
Wachovia Securities 2007 - November 2008
*Wachovia* 2007 - 2008
*Edwards* 1998 - 2008
A.G. Edwards & Sons, Inc. 1998 - 2007
Systems Engineering Solutions, Inc. 1994 - 1996
PRC 1991 - 1994
Skills
Business Analysis, SharePoint, Visio, Vendor Management, Enterprise Architecture, Program Management, SDLC, PMP, System Administration, Process Improvement, Software Documentation, Resource Management, Requirements Gathering, Requirements Analysis, Project Management, MS Project, Information Technology, Integration, Analysis, IT Management, Leadership, IT Strategy
Education
McKendree University 1991 — 1994
Bachelor of Science, Computing and Information Science
Health Information Systems at SLUCare - The Physicians of Saint Louis University October 2011 - Present
Saint Louis University 2008 - October 2011
Wachovia Securities 2007 - November 2008
*Wachovia* 2007 - 2008
*Edwards* 1998 - 2008
A.G. Edwards & Sons, Inc. 1998 - 2007
Systems Engineering Solutions, Inc. 1994 - 1996
PRC 1991 - 1994
Skills
Business Analysis, SharePoint, Visio, Vendor Management, Enterprise Architecture, Program Management, SDLC, PMP, System Administration, Process Improvement, Software Documentation, Resource Management, Requirements Gathering, Requirements Analysis, Project Management, MS Project, Information Technology, Integration, Analysis, IT Management, Leadership, IT Strategy
Education
McKendree University 1991 — 1994
Bachelor of Science, Computing and Information Science
Scott Maze's Wachovia Securities Experience June 2006 - Present
Job WFA Relationship Manager/Client Integration Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2013 - Present
Wachovia Securities, LLC June 2008 - Present
Wachovia Securities June 2006 - Present
Wachovia Securities 2004 - Present
First Clearing 2004 - Present
Wachovia Securities Financial Network 2006 - 2009
Wachovia Securities May 2004 - June 2006
Skills
Business Analysis, Series 7, Securities, Access, Equities, Data Warehousing, Mergers, Problem Solving, Back Office, Excel, Team Building, Word, SharePoint, Data Analysis, Analysis, Mutual Funds, MS Project, Settlements, Risk Management
Education
Missouri State University 1991 — 1996
Bachelor of Science (BS) Finance and General Business, Finance and Accounting
Wells Fargo Advisors November 2013 - Present
Wachovia Securities, LLC June 2008 - Present
Wachovia Securities June 2006 - Present
Wachovia Securities 2004 - Present
First Clearing 2004 - Present
Wachovia Securities Financial Network 2006 - 2009
Wachovia Securities May 2004 - June 2006
Skills
Business Analysis, Series 7, Securities, Access, Equities, Data Warehousing, Mergers, Problem Solving, Back Office, Excel, Team Building, Word, SharePoint, Data Analysis, Analysis, Mutual Funds, MS Project, Settlements, Risk Management
Education
Missouri State University 1991 — 1996
Bachelor of Science (BS) Finance and General Business, Finance and Accounting
Rachael Robinson's Wachovia Securities Experience January 2001 - September 2003
Job Business Systems Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2011 - Present
Bank of America September 2003 - January 2008
Wachovia Securities January 2001 - September 2003
Skills
Financial Analysis, Financial Modeling, Essbase, Variance Analysis, Ad Hoc Reporting, Microsoft Office, Project Coordination, Project Implementation, Project Execution, Time Management, Team Leadership, Business Analysis, Business Process, Data Analysis, Enterprise Testing, Finance, Forecasting, Project Management, Access, Banking, Management, Process Improvement, Leadership, Analysis
Education
University of North Carolina at Charlotte 1994 — 1999
Bachelor of Arts (B.A.)
Niagara University 1994 — 1996
Bachelor of Arts
Wells Fargo February 2011 - Present
Bank of America September 2003 - January 2008
Wachovia Securities January 2001 - September 2003
Skills
Financial Analysis, Financial Modeling, Essbase, Variance Analysis, Ad Hoc Reporting, Microsoft Office, Project Coordination, Project Implementation, Project Execution, Time Management, Team Leadership, Business Analysis, Business Process, Data Analysis, Enterprise Testing, Finance, Forecasting, Project Management, Access, Banking, Management, Process Improvement, Leadership, Analysis
Education
University of North Carolina at Charlotte 1994 — 1999
Bachelor of Arts (B.A.)
Niagara University 1994 — 1996
Bachelor of Arts
Mark Trenter's Wachovia Securities Experience 2008 - Present
Job Site Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors 2009 - Present
Wachovia Securities 2008 - Present
Wachovia Securities September 2007 - Present
A.G. Edwards & Sons, Inc. May 2001 - March 2007
A.G. Edwards & Sons, Inc. May 1999 - April 2001
NISA Investment Advisors September 1997 - April 1999
Boatmen's Bancshares October 1994 - September 1997
Maritz Travel Company 1990 - 1994
Skills
Process Improvement, Project Management, Leadership, Intranet, Risk Management, Financial Services, Management, Account Management
Education
Missouri State University 1985 — 1989
Wells Fargo Advisors 2009 - Present
Wachovia Securities 2008 - Present
Wachovia Securities September 2007 - Present
A.G. Edwards & Sons, Inc. May 2001 - March 2007
A.G. Edwards & Sons, Inc. May 1999 - April 2001
NISA Investment Advisors September 1997 - April 1999
Boatmen's Bancshares October 1994 - September 1997
Maritz Travel Company 1990 - 1994
Skills
Process Improvement, Project Management, Leadership, Intranet, Risk Management, Financial Services, Management, Account Management
Education
Missouri State University 1985 — 1989
Srinivasa Desiraju's Wachovia Securities Experience January 2006 - January 2008
Job Senior Architect at Wipro
Industry Computer Software
Experience
Wipro June 2013 - Present
Barclays Capital January 2011 - May 2013
UBS February 2008 - February 2011
Wachovia Securities January 2006 - January 2008
Wachovia Securities September 2005 - February 2007
Wachovia Securities 2006 - 2007
AT&T June 2005 - September 2005
ACS , a Xerox Company 2003 - 2004
Skills
Application Servers, JMS, JSP, Hawk, Java, XML, Shell Scripting, SOA, TIBCO, Tibco SpotFire Analytics, Tibco ActiveMatrix BPM, TIBCO iProcess, Spotfire, Enterprise Architecture, Integration, Unix, Oracle, Technical Architecture, Web Services, Java Enterprise Edition, SDLC, Requirements Analysis, Architectures
Education
North Dakota State University 2003 — 2003
PhD, Computer Science (AI)
University of Bridgeport 2001 — 2002
Master's degree, Computer Science
GIT 1996 — 2000
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Wipro June 2013 - Present
Barclays Capital January 2011 - May 2013
UBS February 2008 - February 2011
Wachovia Securities January 2006 - January 2008
Wachovia Securities September 2005 - February 2007
Wachovia Securities 2006 - 2007
AT&T June 2005 - September 2005
ACS , a Xerox Company 2003 - 2004
Skills
Application Servers, JMS, JSP, Hawk, Java, XML, Shell Scripting, SOA, TIBCO, Tibco SpotFire Analytics, Tibco ActiveMatrix BPM, TIBCO iProcess, Spotfire, Enterprise Architecture, Integration, Unix, Oracle, Technical Architecture, Web Services, Java Enterprise Edition, SDLC, Requirements Analysis, Architectures
Education
North Dakota State University 2003 — 2003
PhD, Computer Science (AI)
University of Bridgeport 2001 — 2002
Master's degree, Computer Science
GIT 1996 — 2000
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Andrei Litvintsev's Wachovia Securities Experience 2004 - 2008
Job MD, partner in Fieldstone Capital
Industry Financial Services
Experience
Fieldstone Capital Group 2013 - Present
The Seaport Group 2010 - 2013
Sunrise Securities 2009 - 2010
NSM Capital 2008 - 2009
Wachovia Securities 2004 - 2008
UBS 2003 - 2004
Bear Stearns 2001 - 2003
Skills
Capital Markets, ABS, Fixed Income, Derivatives, Structured Products, MBS, Hedge Funds, Credit Derivatives, Trading, Structured Finance, CDO, Quantitative Finance, Securitization, Bonds, Bloomberg, Financial Structuring, CDS, CMBS
Education
Moscow Institute of Physics and Technology (State University) (MIPT)
MS, Theoretical Physics
Stony Brook University
PhD, Theoretical Physics
Fieldstone Capital Group 2013 - Present
The Seaport Group 2010 - 2013
Sunrise Securities 2009 - 2010
NSM Capital 2008 - 2009
Wachovia Securities 2004 - 2008
UBS 2003 - 2004
Bear Stearns 2001 - 2003
Skills
Capital Markets, ABS, Fixed Income, Derivatives, Structured Products, MBS, Hedge Funds, Credit Derivatives, Trading, Structured Finance, CDO, Quantitative Finance, Securitization, Bonds, Bloomberg, Financial Structuring, CDS, CMBS
Education
Moscow Institute of Physics and Technology (State University) (MIPT)
MS, Theoretical Physics
Stony Brook University
PhD, Theoretical Physics
Grant Coleman's Wachovia Securities Experience November 2003 - May 2010
Job Client Advisor, Private Wealth Management at SunTrust Bank
Industry Banking
Experience
SunTrust Bank January 2014 - Present
PNC Wealth Management May 2012 - December 2013
Merrill Lynch July 2010 - July 2012
Wachovia Securities November 2003 - May 2010
Prudential Bank and Trust 2001 - 2003
Skills
Wealth Management, Strategic Financial..., Wealth Management..., Retirement Planning, High Net Worth..., Estate Planning
Education
Morehouse College 1994 — 1998
Bachelor of Business Administration (B.B.A.), Marketing and Management
SunTrust Bank January 2014 - Present
PNC Wealth Management May 2012 - December 2013
Merrill Lynch July 2010 - July 2012
Wachovia Securities November 2003 - May 2010
Prudential Bank and Trust 2001 - 2003
Skills
Wealth Management, Strategic Financial..., Wealth Management..., Retirement Planning, High Net Worth..., Estate Planning
Education
Morehouse College 1994 — 1998
Bachelor of Business Administration (B.B.A.), Marketing and Management
Scott Brinner's Wachovia Securities Experience September 2005 - November 2009
Job Senior Vice President, Transportation & Infrastructure Investment Banking, Raymond James
Industry Investment Banking
Experience
Raymond James November 2009 - Present
Wachovia Securities September 2005 - November 2009
A.G. Edwards July 2004 - September 2005
Emerson Electric June 2003 - August 2003
Ernst & Young August 1999 - July 2002
Skills
Investment Banking, Mergers & Acquisitions, Debt & Equity Capital..., Capital Markets, Financial Analysis, Finance, Financial Modeling, Investments, Acquisitions, Valuation, Corporate Finance, Equities, Private Equity, IPO, Divestitures, Asset Management
Education
The University of Chicago - Booth School of Business 2002 — 2004
MBA, Finance and Entrepreneurship
Miami University 1998 — 1999
M.A.C.C., Master Of Accountancy
Miami University 1994 — 1998
B.S., Finance & Accounting
Raymond James November 2009 - Present
Wachovia Securities September 2005 - November 2009
A.G. Edwards July 2004 - September 2005
Emerson Electric June 2003 - August 2003
Ernst & Young August 1999 - July 2002
Skills
Investment Banking, Mergers & Acquisitions, Debt & Equity Capital..., Capital Markets, Financial Analysis, Finance, Financial Modeling, Investments, Acquisitions, Valuation, Corporate Finance, Equities, Private Equity, IPO, Divestitures, Asset Management
Education
The University of Chicago - Booth School of Business 2002 — 2004
MBA, Finance and Entrepreneurship
Miami University 1998 — 1999
M.A.C.C., Master Of Accountancy
Miami University 1994 — 1998
B.S., Finance & Accounting
Dan Lamont's Wachovia Securities Experience August 2006 - December 2008
Job Director at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. January 2009 - Present
Wachovia Securities August 2006 - December 2008
Wachovia Securities August 2004 - August 2006
Criimi Mae Services LP 1998 - 2004
Roche Biomedical Analytics Laboratories May 1991 - September 1992
Skills
Underwriting, Private Banking, Credit Analysis, Loans, CMBS, Asset Management, Asset Managment, Special Servicing, Portfolio Management, Mortgage Lending, Investments, Credit, Capital Markets, Commercial Mortgages, Valuation, Commercial Real Estate, Disposition, Securitization, Risk Management, Real Estate, Loss Mitigation, Loan Servicing, Loan Origination, REO, Foreclosures, Real Estate Economics, Real Estate Financing, Structured Finance, Financial Structuring, Commercial Lending, Banking, Leases, Mortgage Servicing, Dispositions
Education
Mount Saint Mary's Graduate School of Business 1994 — 1997
MBA, Business Administration, 4.0
Mount St. Mary's University 1989 — 1993
BS, Biology
Wells Fargo Bank, N.A. January 2009 - Present
Wachovia Securities August 2006 - December 2008
Wachovia Securities August 2004 - August 2006
Criimi Mae Services LP 1998 - 2004
Roche Biomedical Analytics Laboratories May 1991 - September 1992
Skills
Underwriting, Private Banking, Credit Analysis, Loans, CMBS, Asset Management, Asset Managment, Special Servicing, Portfolio Management, Mortgage Lending, Investments, Credit, Capital Markets, Commercial Mortgages, Valuation, Commercial Real Estate, Disposition, Securitization, Risk Management, Real Estate, Loss Mitigation, Loan Servicing, Loan Origination, REO, Foreclosures, Real Estate Economics, Real Estate Financing, Structured Finance, Financial Structuring, Commercial Lending, Banking, Leases, Mortgage Servicing, Dispositions
Education
Mount Saint Mary's Graduate School of Business 1994 — 1997
MBA, Business Administration, 4.0
Mount St. Mary's University 1989 — 1993
BS, Biology
Natesan Natesan's Wachovia Securities Experience 2004 - 2006
Job Enterprises Architect, Sr Architect, Technical Manager, Software Architect
Industry Computer Software
Experience
Cognizant Technology Solutions May 2013 - Present
Cognizant Technology Solutions 2010 - Present
Corelogic 2007 - 2010
FADV January 2006 - May 2009
First Advantage Credco 2006 - 2009
First American Credco 2006 - 2009
Wachovia Securities 2004 - 2006
Gillette Inc 2000 - 2001
Citibank , Ciber Inc Chesterton April 1997 - January 2000
Skills
Agile Methodologies, Web Services
Education
National Institute of Technology Tiruchirappalli 1993 — 1996
Cognizant Technology Solutions May 2013 - Present
Cognizant Technology Solutions 2010 - Present
Corelogic 2007 - 2010
FADV January 2006 - May 2009
First Advantage Credco 2006 - 2009
First American Credco 2006 - 2009
Wachovia Securities 2004 - 2006
Gillette Inc 2000 - 2001
Citibank , Ciber Inc Chesterton April 1997 - January 2000
Skills
Agile Methodologies, Web Services
Education
National Institute of Technology Tiruchirappalli 1993 — 1996
Christian T Anderson's Wachovia Securities Experience August 2004 - June 2006
Job Director at UBS AG
Industry Commercial Real Estate
Experience
UBS AG June 2011 - Present
Greencrest Group LLC April 2008 - May 2011
Deutsche Bank Securities July 2006 - January 2008
Wachovia Securities August 2004 - June 2006
Eurohypo AG May 2004 - August 2004
Calyon May 2002 - May 2004
Standard & Poor's November 1999 - May 2002
Skills
Capital Markets, Securitization, Structured Finance, Valuation, Due Diligence, Commercial Real Estate, Financial Modeling, Investments, Portfolio Management, CMBS, Asset Management, Financial Structuring, Real Estate, Real Estate Economics
Education
New York University
MS, Real Estate Finance
Miami University
BS, Finance
UBS AG June 2011 - Present
Greencrest Group LLC April 2008 - May 2011
Deutsche Bank Securities July 2006 - January 2008
Wachovia Securities August 2004 - June 2006
Eurohypo AG May 2004 - August 2004
Calyon May 2002 - May 2004
Standard & Poor's November 1999 - May 2002
Skills
Capital Markets, Securitization, Structured Finance, Valuation, Due Diligence, Commercial Real Estate, Financial Modeling, Investments, Portfolio Management, CMBS, Asset Management, Financial Structuring, Real Estate, Real Estate Economics
Education
New York University
MS, Real Estate Finance
Miami University
BS, Finance
Ryan E. Main's Wachovia Securities Experience June 2002 - June 2014
Job Managing Director of Derivative Compliance
Industry Financial Services
Experience
optionsXpress July 2014 - Present
Wells Fargo Advisors, LLC June 2006 - June 2014
Wachovia Securities June 2002 - June 2014
Wachovia Securities, LLC, Wachovia Securities Financial Network, LLC June 2002 - June 2014
Wachovia, A Wells Fargo Company 2002 - June 2014
Wells Fargo Advisors, LLC 2002 - June 2014
Wachovia Securities 2002 - 2008
Wachovia Securities June 2002 - June 2006
T. Rowe Price Investment Services, Inc May 1997 - May 2002
Wheat First Butcher Singer, Inc October 1996 - April 1997
Skills
FINRA, Series 7, Fixed Income, Series 63, Mutual Funds, Series 24, Securities, Options, Trading, Equities, Asset Management, Financial Services, Series 65, Brokerage, Risk Management, Investment Advisory, Uniform Combined State...
Education
Mount Saint Mary's College 1991 — 1994
Mount Saint Mary's College 1991 — 1994
Bachelor of Science; Associates, Business and Finance; Business Administration
optionsXpress July 2014 - Present
Wells Fargo Advisors, LLC June 2006 - June 2014
Wachovia Securities June 2002 - June 2014
Wachovia Securities, LLC, Wachovia Securities Financial Network, LLC June 2002 - June 2014
Wachovia, A Wells Fargo Company 2002 - June 2014
Wells Fargo Advisors, LLC 2002 - June 2014
Wachovia Securities 2002 - 2008
Wachovia Securities June 2002 - June 2006
T. Rowe Price Investment Services, Inc May 1997 - May 2002
Wheat First Butcher Singer, Inc October 1996 - April 1997
Skills
FINRA, Series 7, Fixed Income, Series 63, Mutual Funds, Series 24, Securities, Options, Trading, Equities, Asset Management, Financial Services, Series 65, Brokerage, Risk Management, Investment Advisory, Uniform Combined State...
Education
Mount Saint Mary's College 1991 — 1994
Mount Saint Mary's College 1991 — 1994
Bachelor of Science; Associates, Business and Finance; Business Administration
Lisa Lauder's Wachovia Securities Experience June 2007 - March 2009
Job Admin to Branch Manager at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus March 2009 - Present
Wachovia Securities June 2007 - March 2009
A.G. Edwards December 2004 - March 2009
Education
Mt. Hood Community College 1979 — 1981
Stifel Nicolaus March 2009 - Present
Wachovia Securities June 2007 - March 2009
A.G. Edwards December 2004 - March 2009
Education
Mt. Hood Community College 1979 — 1981
Jim Hodgins's Wachovia Securities Experience 2002 - 2007
Job Office of Finance MCKEA Holdings, LLC
Industry Consumer Services
Experience
MCKEA Holdings, LLC January 2014 - Present
Co-Signer.com, Inc. January 2013 - January 2014
Ault Glazer & Co., Inc. November 2007 - July 2008
Wachovia Securities 2002 - 2007
Prudential Securities December 1992 - May 2002
Shearson Lehman Brothers August 1989 - December 1992
High Strength Steel 1981 - 1987
Skills
Fixed Income, Capital Markets, Securities, Banking, Trading, Hedge Funds, Derivatives, Loans, Investments, Finance
Education
Michigan State University 1975 — 1980
Marketing
Niles High School 1972 — 1975
High School Diploma
MCKEA Holdings, LLC January 2014 - Present
Co-Signer.com, Inc. January 2013 - January 2014
Ault Glazer & Co., Inc. November 2007 - July 2008
Wachovia Securities 2002 - 2007
Prudential Securities December 1992 - May 2002
Shearson Lehman Brothers August 1989 - December 1992
High Strength Steel 1981 - 1987
Skills
Fixed Income, Capital Markets, Securities, Banking, Trading, Hedge Funds, Derivatives, Loans, Investments, Finance
Education
Michigan State University 1975 — 1980
Marketing
Niles High School 1972 — 1975
High School Diploma
Debbie Farstead's Wachovia Securities Experience July 2007 - April 2009
Job Associate at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2014 - Present
Prudential Insurance Company of America, Newark, NJ October 2009 - January 2014
Wachovia Securities July 2007 - April 2009
Moran Wealth Management September 2006 - July 2007
The Lyle Anderson Company June 2002 - July 2006
Education
New Mexico State University 1987 — 1989
BS Home Ec, Clothing Textiles & Fashion Merchandising
Charles Schwab January 2014 - Present
Prudential Insurance Company of America, Newark, NJ October 2009 - January 2014
Wachovia Securities July 2007 - April 2009
Moran Wealth Management September 2006 - July 2007
The Lyle Anderson Company June 2002 - July 2006
Education
New Mexico State University 1987 — 1989
BS Home Ec, Clothing Textiles & Fashion Merchandising
Sandy Messall's Wachovia Securities Experience Sr IT Business AnalystWachovia Securities2006 - Present
Job Sr. IT Business Analyst at Wachovia Securities
Industry Financial Services
Experience
Wachovia Securities Sr IT Business AnalystWachovia Securities2006 - Present
Education
National American University 1987 — 1989
Wachovia Securities Sr IT Business AnalystWachovia Securities2006 - Present
Education
National American University 1987 — 1989
Mark Lohrding's Wachovia Securities Experience 2008 - 2009
Job Senior Software Architect at Laird
Industry Financial Services
Experience
Laird November 2013 - Present
Wells Fargo Advisors, LLC 2009 - November 2013
Wachovia Securities 2008 - 2009
A.G. Edwards 2001 - 2008
Skills
SDLC, Microsoft SQL Server, SQL, Agile Methodologies, Toad, .NET, ASP, ASP.NET, JavaScript, HTML
Education
Northeastern Illinois University 1997 — 1999
Bachelor of Science, Computer Science
Bellevile Area College 1991 — 1996
Associate of Science (AS), Mathematics
Laird November 2013 - Present
Wells Fargo Advisors, LLC 2009 - November 2013
Wachovia Securities 2008 - 2009
A.G. Edwards 2001 - 2008
Skills
SDLC, Microsoft SQL Server, SQL, Agile Methodologies, Toad, .NET, ASP, ASP.NET, JavaScript, HTML
Education
Northeastern Illinois University 1997 — 1999
Bachelor of Science, Computer Science
Bellevile Area College 1991 — 1996
Associate of Science (AS), Mathematics
Richard Manderski's Wachovia Securities Experience September 2005 - December 2005
Job
Industry Information Technology and Services
Experience
Bell Techlogix, Inc. May 2015 - Present
Custom Computer Specialists May 2009 - April 2015
City of Richmond, Virginia December 2005 - May 2009
Wachovia Securities September 2005 - December 2005
LandAmerica May 2005 - September 2005
IBM Global Services 2001 - 2005
Skills
•Hardware:..., •Software:..., •Network: Client..., •Communication:..., •Service: 25+ years in..., Technical Support
Education
Computer Learning Center 2000 — 2001
Network Engineering and Management, Diploma
New Jersey Institute of Technology 1983 — 1986
Computer and Information Sciences, General
F.H. Morrell H.S. 1979 — 1983
High School Diploma, Honors
Bell Techlogix, Inc. May 2015 - Present
Custom Computer Specialists May 2009 - April 2015
City of Richmond, Virginia December 2005 - May 2009
Wachovia Securities September 2005 - December 2005
LandAmerica May 2005 - September 2005
IBM Global Services 2001 - 2005
Skills
•Hardware:..., •Software:..., •Network: Client..., •Communication:..., •Service: 25+ years in..., Technical Support
Education
Computer Learning Center 2000 — 2001
Network Engineering and Management, Diploma
New Jersey Institute of Technology 1983 — 1986
Computer and Information Sciences, General
F.H. Morrell H.S. 1979 — 1983
High School Diploma, Honors
Jodi Rehlander's Wachovia Securities Experience September 2002 - April 2004
Job Business Initiatives Representative
Industry Financial Services
Experience
RBC Wealth Management November 2013 - Present
Copygirl Productions LLC February 2004 - Present
RBC Wealth Management November 2012 - November 2013
RBC Capital Markets August 2010 - November 2012
RBC Capital Markets December 2007 - August 2010
Wachovia Securities September 2002 - April 2004
St. Paul Pioneer Press 2000 - 2002
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Project Management, Customer Service, Event Planning, Event Management, Research, Editing, Marketing, Series 7, Microsoft Access, Graphic Design, Print Consulting, Desktop Publishing, Sports Marketing, Sports Management, Copywriting, Coaching, Strategic Planning, Leadership, Photoshop, Problem Solving, Analysis, Visio, Process Improvement, FINRA, Business Analysis, Securities, Dreamweaver, Troubleshooting, Requirements Gathering, Investments, Series 24, Risk Management, Software Documentation, Mutual Funds, Training, Management, Time Management, Outlook, Change Management, Financial Services
Education
Winona State University 1994 — 1995
Journalism
Saint Mary's University of Minnesota 1992 — 1994
journalism, computer science
North Hennepin Community College
Associate of Arts (AA), Business Administration
RBC Wealth Management November 2013 - Present
Copygirl Productions LLC February 2004 - Present
RBC Wealth Management November 2012 - November 2013
RBC Capital Markets August 2010 - November 2012
RBC Capital Markets December 2007 - August 2010
Wachovia Securities September 2002 - April 2004
St. Paul Pioneer Press 2000 - 2002
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Project Management, Customer Service, Event Planning, Event Management, Research, Editing, Marketing, Series 7, Microsoft Access, Graphic Design, Print Consulting, Desktop Publishing, Sports Marketing, Sports Management, Copywriting, Coaching, Strategic Planning, Leadership, Photoshop, Problem Solving, Analysis, Visio, Process Improvement, FINRA, Business Analysis, Securities, Dreamweaver, Troubleshooting, Requirements Gathering, Investments, Series 24, Risk Management, Software Documentation, Mutual Funds, Training, Management, Time Management, Outlook, Change Management, Financial Services
Education
Winona State University 1994 — 1995
Journalism
Saint Mary's University of Minnesota 1992 — 1994
journalism, computer science
North Hennepin Community College
Associate of Arts (AA), Business Administration
Erika Blankenship's Wachovia Securities Experience January 2005 - Present
Job Mutual Fund Analyst at Wachovia Securities
Industry Financial Services
Experience
Wachovia Securities January 2005 - Present
Wachovia Securities September 2003 - January 2005
Education
North Carolina Wesleyan College 1997 — 2001
BA, Psychology & Criminal Justice
Wachovia Securities January 2005 - Present
Wachovia Securities September 2003 - January 2005
Education
North Carolina Wesleyan College 1997 — 2001
BA, Psychology & Criminal Justice
Holly Canter's Wachovia Securities Experience Key Carrier / Department ManagerGoody's Family ClothingJanuary 2005 - November 2006
Job Registered Client Associate at Wachovia Securities
Industry Financial Services
Experience
Wachovia Securities Key Carrier / Department ManagerGoody's Family ClothingJanuary 2005 - November 2006
Wild Raspberry October 2004 - January 2005
Education
Murray State University 2003 — 2007
Bachelor's, Finance
Wachovia Securities Key Carrier / Department ManagerGoody's Family ClothingJanuary 2005 - November 2006
Wild Raspberry October 2004 - January 2005
Education
Murray State University 2003 — 2007
Bachelor's, Finance
Marty Kraut, PhD, PMP's Wachovia Securities Experience November 2001 - October 2003
Job Project Director, SynteractHCR
Industry Pharmaceuticals
Experience
PAREXEL November 2013 - September 2015
inVentiv Health Clinical January 2011 - November 2013
i3 Research October 2006 - January 2011
i3 Research February 2005 - September 2006
i3 Research February 2004 - February 2005
Wachovia Securities November 2001 - October 2003
Smith Barney January 2000 - January 2002
Human Resource Consultants January 1996 - January 2000
Adult Admissions Unit January 1996 - January 1997
Dartmouth-Hitchcock Medical Center January 1994 - January 1995
Skills
CRO, Clinical Trials, Project Management, Psychiatry, Neurology
Education
University of North Carolina at Chapel Hill 1989 — 1995
Ph.D., Clinical Psychology
McGill University 1984 — 1988
BA, Psychology
PAREXEL November 2013 - September 2015
inVentiv Health Clinical January 2011 - November 2013
i3 Research October 2006 - January 2011
i3 Research February 2005 - September 2006
i3 Research February 2004 - February 2005
Wachovia Securities November 2001 - October 2003
Smith Barney January 2000 - January 2002
Human Resource Consultants January 1996 - January 2000
Adult Admissions Unit January 1996 - January 1997
Dartmouth-Hitchcock Medical Center January 1994 - January 1995
Skills
CRO, Clinical Trials, Project Management, Psychiatry, Neurology
Education
University of North Carolina at Chapel Hill 1989 — 1995
Ph.D., Clinical Psychology
McGill University 1984 — 1988
BA, Psychology
Elizabeth Margarit's Wachovia Securities Experience 2006 - 2008
Job Director, Business Analytics at MaxPoint
Industry Marketing and Advertising
Experience
MaxPoint August 2015 - Present
MaxPoint November 2014 - Present
MaxPoint October 2013 - November 2014
MaxPoint October 2012 - October 2013
MaxPoint January 2012 - October 2012
Wachovia Securities 2006 - 2008
Wachovia Securities 2005 - 2005
Skills
Data Analysis, Analytics, Online Advertising, RTB, Ad Exchanges, Digital Strategy, Display Advertising, Online Media Management, Digital Marketing, Digital Media, Demand Side Platform, Ad Serving, Video Advertising, Mobile Advertising, Media Buying, Web Analytics, Marketing Strategy, Ad Networks, Rich Media, Optimization, Financial Analysis, Financial Modeling, Finance, Bond Markets, Bond Pricing, Convertible Bonds, Bonds, Interest Rate..., Capital Markets, Comparable Analysis, Derivatives, Microsoft Excel, Microsoft Office, SQL, C++
Education
Wake Forest University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
University of Minnesota-Twin Cities 2008 — 2009
Post Baccalaurate Studies, Mathematics
North Carolina State University 2010 — 2011
Post Baccalaurate Studies, Mathematics and Statistics
MaxPoint August 2015 - Present
MaxPoint November 2014 - Present
MaxPoint October 2013 - November 2014
MaxPoint October 2012 - October 2013
MaxPoint January 2012 - October 2012
Wachovia Securities 2006 - 2008
Wachovia Securities 2005 - 2005
Skills
Data Analysis, Analytics, Online Advertising, RTB, Ad Exchanges, Digital Strategy, Display Advertising, Online Media Management, Digital Marketing, Digital Media, Demand Side Platform, Ad Serving, Video Advertising, Mobile Advertising, Media Buying, Web Analytics, Marketing Strategy, Ad Networks, Rich Media, Optimization, Financial Analysis, Financial Modeling, Finance, Bond Markets, Bond Pricing, Convertible Bonds, Bonds, Interest Rate..., Capital Markets, Comparable Analysis, Derivatives, Microsoft Excel, Microsoft Office, SQL, C++
Education
Wake Forest University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
University of Minnesota-Twin Cities 2008 — 2009
Post Baccalaurate Studies, Mathematics
North Carolina State University 2010 — 2011
Post Baccalaurate Studies, Mathematics and Statistics
Yulia Gilman's Wachovia Securities Experience 2006 - 2008
Job Director at Cowen and Company
Industry Investment Management
Experience
Cowen and Company 2008 - Present
Ramius Capital Group 2008 - February 2012
Wachovia Securities 2006 - 2008
Education
Moscow Institute of Physics and Technology (State University) (MIPT) 1994 — 2000
MS, Physics
Cowen and Company 2008 - Present
Ramius Capital Group 2008 - February 2012
Wachovia Securities 2006 - 2008
Education
Moscow Institute of Physics and Technology (State University) (MIPT) 1994 — 2000
MS, Physics
Gary Wahler's Wachovia Securities Experience Financial AdvisorsWachovia Securities2000 - 2009
Job Financial Advisor at Wachovia Securities
Industry Financial Services
Experience
Wachovia Securities Financial AdvisorsWachovia Securities2000 - 2009
National City Mortgage February 2006 - March 2008
United Space Alliance August 1987 - February 2001
Education
Niagara University
Wachovia Securities Financial AdvisorsWachovia Securities2000 - 2009
National City Mortgage February 2006 - March 2008
United Space Alliance August 1987 - February 2001
Education
Niagara University
Michelle Bellinger's Wachovia Securities Experience 2005 - 2006
Job Business Analyst at The Federal Reserve
Industry Banking
Experience
Federal Reserve Bank of Richmond April 2011 - Present
Performance Food Group 2005 - 2011
Wachovia Securities 2005 - 2006
CIT 1995 - 2000
Education
Walsh College 2002 — 2004
Master’s Degree, Business Information Technology, Graduated magna cum laude
Northeastern Illinois University
Bachelor’s Degree, Geography and Environmental Studies, Graduated cum laude
Federal Reserve Bank of Richmond April 2011 - Present
Performance Food Group 2005 - 2011
Wachovia Securities 2005 - 2006
CIT 1995 - 2000
Education
Walsh College 2002 — 2004
Master’s Degree, Business Information Technology, Graduated magna cum laude
Northeastern Illinois University
Bachelor’s Degree, Geography and Environmental Studies, Graduated cum laude
Marc Curtis's Wachovia Securities Experience April 1998 - December 2008
Job SVP Owned Real Estate
Industry Financial Services
Experience
Wells Fargo 2008 - Present
Wachovia Securities April 1998 - December 2008
Mutual Benefit Life 1998 - 2001
Mutual Benefit Life 1998 - 2001
Education
New York University
M.S., Real Estate Finance
Rutgers University-New Brunswick
B.S., Economics
Wells Fargo 2008 - Present
Wachovia Securities April 1998 - December 2008
Mutual Benefit Life 1998 - 2001
Mutual Benefit Life 1998 - 2001
Education
New York University
M.S., Real Estate Finance
Rutgers University-New Brunswick
B.S., Economics
Ryan Zrebski's Wachovia Securities Experience June 2007 - August 2007
Job Trader at M&N Trading
Industry Capital Markets
Experience
M&N Trading June 2014 - Present
AlphaBit Trading July 2013 - April 2014
Breakwater Trading November 2010 - March 2013
William Blair and Company September 2009 - November 2010
Northern Trust Global Investments July 2008 - August 2009
Wachovia Securities June 2007 - August 2007
Raymond James May 2006 - May 2007
Skills
Bloomberg, Trading, Fixed Income, Derivatives, Equities
Education
Michigan State University 2004 — 2008
B.A., Economics
M&N Trading June 2014 - Present
AlphaBit Trading July 2013 - April 2014
Breakwater Trading November 2010 - March 2013
William Blair and Company September 2009 - November 2010
Northern Trust Global Investments July 2008 - August 2009
Wachovia Securities June 2007 - August 2007
Raymond James May 2006 - May 2007
Skills
Bloomberg, Trading, Fixed Income, Derivatives, Equities
Education
Michigan State University 2004 — 2008
B.A., Economics
Saunak Chakrabarti's Wachovia Securities Experience May 2005 - October 2009
Job Algorithmic Trading Technology at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities November 2011 - Present
Nomura Securities October 2009 - November 2010
Wachovia Securities May 2005 - October 2009
Goldman Sachs September 2001 - May 2005
Skills
C++, Java, Perl, Trading, Trading System, Electronic Trading, Low Latency, Algorithms, High Frequency Trading, Order Management, Trading Systems, Market Data, Portfolio Management, Equity Trading, Equity Derivatives
Education
North Carolina State University 1997 — 2001
B.S., Computer Science, Philosophy
Wells Fargo Securities November 2011 - Present
Nomura Securities October 2009 - November 2010
Wachovia Securities May 2005 - October 2009
Goldman Sachs September 2001 - May 2005
Skills
C++, Java, Perl, Trading, Trading System, Electronic Trading, Low Latency, Algorithms, High Frequency Trading, Order Management, Trading Systems, Market Data, Portfolio Management, Equity Trading, Equity Derivatives
Education
North Carolina State University 1997 — 2001
B.S., Computer Science, Philosophy
Rahul Kalyan's Wachovia Securities Experience March 2001 - February 2004
Job IT Executive
Industry Financial Services
Experience
Wachovia Bank June 2007 - Present
Wachovia Bank February 2004 - June 2007
Wachovia Securities March 2001 - February 2004
Tata Consultancy Services August 1994 - February 2001
Education
National Institute of Technology Tiruchirappalli 1992 — 1994
M.E., Computer Science
Osmania University 1988 — 1992
B.E., Computer Science
Wachovia Bank June 2007 - Present
Wachovia Bank February 2004 - June 2007
Wachovia Securities March 2001 - February 2004
Tata Consultancy Services August 1994 - February 2001
Education
National Institute of Technology Tiruchirappalli 1992 — 1994
M.E., Computer Science
Osmania University 1988 — 1992
B.E., Computer Science
John A Mazzaferri's Wachovia Securities Experience 1997 - 2000
Job Sr. Project Manager at Walgreens
Industry Information Technology and Services
Experience
Walgreens June 2011 - Present
Walgreens September 2010 - October 2011
Inproval Group LLC July 2009 - November 2010
Rush University Medical Center August 2007 - April 2009
HSBC August 2000 - August 2007
ProAlliance October 1995 - August 2000
Wachovia Securities 1997 - 2000
Cap Gemini March 1990 - October 1995
TM Floyd & Company 1991 - 1995
MetroMail / Bankers Life & Casualty Insurance 1984 - 1990
Skills
Analysis, Business Analysis, Agile Methodologies, Business Intelligence, Business Process, Business Process..., Business Process..., CRM, Change Management, Coaching, Data Modeling, Data Warehousing, Databases, ERP, ETL, Enterprise Architecture, IT Management, IT Strategy, ITIL, Information Technology, Integration, Leadership, Management, Mergers, Negotiation, PMO, PMP, Process Improvement, Program Management, Project Delivery, Project Management, Project Planning, Project Portfolio..., Requirements Analysis, Requirements Gathering, Resource Management, Risk Management, SDLC, Sales, SharePoint, Software Development, Software Documentation, Software Project..., Solution Architecture, Team Leadership, Technical Recruiting, Vendor Management, Visio
Education
Project Management Institute 2004 — 2004
PMP, Project Management Professional
George Washington University – ESI courses through Phoenix University 2003 — 2004
Masters Certificate, IT Project Management
National Louis University 1999 — 2000
Bachelor of Science Degree, Business Management
DeVry University 1981 — 1984
Associate Degree, Computer Science
Advanced Computer Training
Walgreens June 2011 - Present
Walgreens September 2010 - October 2011
Inproval Group LLC July 2009 - November 2010
Rush University Medical Center August 2007 - April 2009
HSBC August 2000 - August 2007
ProAlliance October 1995 - August 2000
Wachovia Securities 1997 - 2000
Cap Gemini March 1990 - October 1995
TM Floyd & Company 1991 - 1995
MetroMail / Bankers Life & Casualty Insurance 1984 - 1990
Skills
Analysis, Business Analysis, Agile Methodologies, Business Intelligence, Business Process, Business Process..., Business Process..., CRM, Change Management, Coaching, Data Modeling, Data Warehousing, Databases, ERP, ETL, Enterprise Architecture, IT Management, IT Strategy, ITIL, Information Technology, Integration, Leadership, Management, Mergers, Negotiation, PMO, PMP, Process Improvement, Program Management, Project Delivery, Project Management, Project Planning, Project Portfolio..., Requirements Analysis, Requirements Gathering, Resource Management, Risk Management, SDLC, Sales, SharePoint, Software Development, Software Documentation, Software Project..., Solution Architecture, Team Leadership, Technical Recruiting, Vendor Management, Visio
Education
Project Management Institute 2004 — 2004
PMP, Project Management Professional
George Washington University – ESI courses through Phoenix University 2003 — 2004
Masters Certificate, IT Project Management
National Louis University 1999 — 2000
Bachelor of Science Degree, Business Management
DeVry University 1981 — 1984
Associate Degree, Computer Science
Advanced Computer Training
Lori Vinciguerra's Wachovia Securities Experience July 2003 - June 2009
Job Senior Managing Counsel at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company September 2015 - Present
Paduano & Weintraub July 2009 - September 2015
Wachovia Securities July 2003 - June 2009
Wachovia Securities 2003 - 2009
Wachovia 2003 - 2009
Prudential Securities September 1996 - June 2003
Prudential Securities 1996 - 2003
Wachovia 1994 - 2003
Prudential 1994 - 2003
Prudential Securities 1994 - 2003
Skills
Securities, Litigation, Commercial Litigation, ERISA, Estate Planning, Equities, Securities Regulation, Mediation, FINRA, Mutual Funds, Securities Litigation, Series 7, Series 24, Arbitration, Corporate Governance, Corporate Law, Due Diligence, Private Equity, Licensing, Financial Services, AML, Alternative Investments, Hedge Funds, Capital Markets, Investment Advisory, Financial Regulation, Wealth Management
Education
Maurice A. Deane School of Law at Hofstra University 1982 — 1985
J.D., Law
Stony Brook University 1978 — 1982
B.A., Psychology
Pershing, a BNY Mellon company September 2015 - Present
Paduano & Weintraub July 2009 - September 2015
Wachovia Securities July 2003 - June 2009
Wachovia Securities 2003 - 2009
Wachovia 2003 - 2009
Prudential Securities September 1996 - June 2003
Prudential Securities 1996 - 2003
Wachovia 1994 - 2003
Prudential 1994 - 2003
Prudential Securities 1994 - 2003
Skills
Securities, Litigation, Commercial Litigation, ERISA, Estate Planning, Equities, Securities Regulation, Mediation, FINRA, Mutual Funds, Securities Litigation, Series 7, Series 24, Arbitration, Corporate Governance, Corporate Law, Due Diligence, Private Equity, Licensing, Financial Services, AML, Alternative Investments, Hedge Funds, Capital Markets, Investment Advisory, Financial Regulation, Wealth Management
Education
Maurice A. Deane School of Law at Hofstra University 1982 — 1985
J.D., Law
Stony Brook University 1978 — 1982
B.A., Psychology
Jacqueline Greene-DeCambre's Wachovia Securities Experience 2005 - 2009
Job Owner / Event Planner at DeCambreEvents & Associates
Industry Events Services
Experience
Be Blessed In The Midst Of It All! 2014 - Present
HCA/Parallon October 2010 - Present
DeCambreEvents & Associates June 1995 - August 2014
Greater Richmond Convention Center February 2008 - May 2010
Wachovia Securities 2005 - 2009
Apollo Theater Foundation, Inc. December 1998 - December 1998
Greater Jamaica Development Corporation January 1995 - February 1998
Merrill Lynch Investment Managers 1989 - 1995
Skills
Event Management, Non-profits, Theatre, Parties, Television, Public Relations, Newsletters, Event Planning, Time Management, Music, Social Networking, Social Media Marketing, Fundraising, Social Media, Public Speaking
Education
Middlesex County College
Be Blessed In The Midst Of It All! 2014 - Present
HCA/Parallon October 2010 - Present
DeCambreEvents & Associates June 1995 - August 2014
Greater Richmond Convention Center February 2008 - May 2010
Wachovia Securities 2005 - 2009
Apollo Theater Foundation, Inc. December 1998 - December 1998
Greater Jamaica Development Corporation January 1995 - February 1998
Merrill Lynch Investment Managers 1989 - 1995
Skills
Event Management, Non-profits, Theatre, Parties, Television, Public Relations, Newsletters, Event Planning, Time Management, Music, Social Networking, Social Media Marketing, Fundraising, Social Media, Public Speaking
Education
Middlesex County College
Andrew Lippman's Wachovia Securities Experience July 2003 - May 2005
Job AJL Consultants
Industry Financial Services
Experience
Raymond James Financial Inc. January 2014 - Present
AJL Consultants, Inc May 2005 - Present
UBS Wealth Management November 2005 - December 2013
Prudential Financial June 2005 - June 2009
WACHOVIA SECURITIES July 2003 - May 2005
Prudential Financial October 1984 - June 2003
Skills
Analysis, Expert Witness, Wealth Management, Business Analysis, Business Strategy, Process Improvement, Management Consulting, Analytics, Business Intelligence, Business Process, Business Process..., Business Requirements, Consulting, Leadership, Requirements Analysis, Requirements Gathering, Strategy, Data Analysis
Education
New York University 1983 — 1988
Bachelor's degree, Mathematics
Raymond James Financial Inc. January 2014 - Present
AJL Consultants, Inc May 2005 - Present
UBS Wealth Management November 2005 - December 2013
Prudential Financial June 2005 - June 2009
WACHOVIA SECURITIES July 2003 - May 2005
Prudential Financial October 1984 - June 2003
Skills
Analysis, Expert Witness, Wealth Management, Business Analysis, Business Strategy, Process Improvement, Management Consulting, Analytics, Business Intelligence, Business Process, Business Process..., Business Requirements, Consulting, Leadership, Requirements Analysis, Requirements Gathering, Strategy, Data Analysis
Education
New York University 1983 — 1988
Bachelor's degree, Mathematics
Jeffrey Boettcher, AIF®'s Wachovia Securities Experience April 2008 - February 2010
Job Founder at Bedrock Investment Advisors
Industry Financial Services
Experience
Bedrock Investment Advisors February 2010 - Present
Bedrock Investment Advisors February 2010 - Present
Bedrock Financial Services 2010 - 2015
Wachovia Securities April 2008 - February 2010
Merrill Lynch - Bank of America Investments March 2004 - March 2008
Skills
Investment Advisory, Investment Strategies, Estate Planning, Series 7, Investments, Wealth Management
Education
Miami University 1993 — 1997
Bedrock Investment Advisors February 2010 - Present
Bedrock Investment Advisors February 2010 - Present
Bedrock Financial Services 2010 - 2015
Wachovia Securities April 2008 - February 2010
Merrill Lynch - Bank of America Investments March 2004 - March 2008
Skills
Investment Advisory, Investment Strategies, Estate Planning, Series 7, Investments, Wealth Management
Education
Miami University 1993 — 1997
Pierce Callaham, Jr.'s Wachovia Securities Experience April 2006 - July 2008
Job Sr. Compliance Analyst
Industry Financial Services
Experience
SunTrust Bank April 2011 - Present
Healthy Solutions for Youth August 2008 - Present
Markel Corporation November 2010 - April 2011
Highland Springs High School September 2008 - April 2009
Wachovia Securities April 2006 - July 2008
Wachovia Securities Financial Network January 2005 - April 2006
Wachovia Securities March 2000 - December 2004
Wachovia Securities February 1996 - February 2000
Skills
Risk Management, Access, FINRA, Process Improvement, Outlook, Securities, Account Reconciliation, Microsoft Excel, Investments, Microsoft Office, Fixed Income, Trading, Financial Analysis, Customer Service, Training, Policy, Financial Risk, Security, Series 63, Mortgage Lending, Accounting, Underwriting, Series 24, Back Office, Finance, Equities, Legal Writing, AML, USA PATRIOT Act, Banking, Retail, Insurance, Series 7, Mutual Funds, Research, OFAC, Bank Secrecy Act, Team Building, Financial Services, Loans, Investment Advisory, Credit, Relationship Management, Uniform Combined State..., Retail Banking, Wealth Management, Consumer Lending, Financial Institutions, KYC, Operational Risk...
Education
Norfolk State University 1988 — 1992
Bachelor of Science, Business (Finance)
SunTrust Bank April 2011 - Present
Healthy Solutions for Youth August 2008 - Present
Markel Corporation November 2010 - April 2011
Highland Springs High School September 2008 - April 2009
Wachovia Securities April 2006 - July 2008
Wachovia Securities Financial Network January 2005 - April 2006
Wachovia Securities March 2000 - December 2004
Wachovia Securities February 1996 - February 2000
Skills
Risk Management, Access, FINRA, Process Improvement, Outlook, Securities, Account Reconciliation, Microsoft Excel, Investments, Microsoft Office, Fixed Income, Trading, Financial Analysis, Customer Service, Training, Policy, Financial Risk, Security, Series 63, Mortgage Lending, Accounting, Underwriting, Series 24, Back Office, Finance, Equities, Legal Writing, AML, USA PATRIOT Act, Banking, Retail, Insurance, Series 7, Mutual Funds, Research, OFAC, Bank Secrecy Act, Team Building, Financial Services, Loans, Investment Advisory, Credit, Relationship Management, Uniform Combined State..., Retail Banking, Wealth Management, Consumer Lending, Financial Institutions, KYC, Operational Risk...
Education
Norfolk State University 1988 — 1992
Bachelor of Science, Business (Finance)
Andrew Kohl's Wachovia Securities Experience July 2003 - August 2005
Job Portfolio Manager at Alpine Woods Capital Investors
Industry Financial Services
Experience
Alpine Woods Capital Investors September 2005 - Present
Wachovia Securities July 2003 - August 2005
Putnam Investments 1998 - 2001
Skills
Equities, Investments, Valuation, Bloomberg, Equity Research, Portfolio Management, Financial Modeling, Capital Markets, Asset Management
Education
MIT Sloan School of Management 2001 — 2003
Master of Business Administration (MBA), Financial Management Track
Williams College 1994 — 1998
Bachelor of Arts (BA), Economics
Alpine Woods Capital Investors September 2005 - Present
Wachovia Securities July 2003 - August 2005
Putnam Investments 1998 - 2001
Skills
Equities, Investments, Valuation, Bloomberg, Equity Research, Portfolio Management, Financial Modeling, Capital Markets, Asset Management
Education
MIT Sloan School of Management 2001 — 2003
Master of Business Administration (MBA), Financial Management Track
Williams College 1994 — 1998
Bachelor of Arts (BA), Economics
Jacqueline Poliquin, MBA's Wachovia Securities Experience 2007 - 2008
Job
Industry Executive Office
Experience
Helen Poliquin 2008 - 2012
Wachovia Securities 2007 - 2008
Palaxar 2006 - 2007
Capital One 1998 - 2006
Education
Michigan State University
Bachelor of Arts (B.A.), Russian Language and Literature
Virginia Commonwealth University - School of Business
MBA
Helen Poliquin 2008 - 2012
Wachovia Securities 2007 - 2008
Palaxar 2006 - 2007
Capital One 1998 - 2006
Education
Michigan State University
Bachelor of Arts (B.A.), Russian Language and Literature
Virginia Commonwealth University - School of Business
MBA
Hazel Williams, Jr, MBA's Wachovia Securities Experience March 2005 - December 2005
Job SVP, Major Events Program Manager
Industry Banking
Experience
Bank of America July 2012 - Present
Army National Guard January 1991 - Present
Bank of America May 2011 - July 2012
Bank of America August 2010 - April 2011
Bank of America Merrill Lynch December 2005 - 2010
Wachovia Securities March 2005 - December 2005
Wachovia National Bank January 2001 - January 2005
Skills
Military Experience, Microsoft Excel, PMP, Training, Security Clearance, Operational Planning, Risk Management, Process Improvement, Mortgage Lending, Banking, Management, Operations Management, Analysis, Security, Team Leadership, Leadership, Team Building, Project Planning, Government, Change Management, Project Management, Program Management, Strategic Planning
Education
Montreat College 2002 — 2006
Masters of Business Administration, 2005
Johnson C. Smith University 1987 — 1996
B.A, Mathematics
Bank of America July 2012 - Present
Army National Guard January 1991 - Present
Bank of America May 2011 - July 2012
Bank of America August 2010 - April 2011
Bank of America Merrill Lynch December 2005 - 2010
Wachovia Securities March 2005 - December 2005
Wachovia National Bank January 2001 - January 2005
Skills
Military Experience, Microsoft Excel, PMP, Training, Security Clearance, Operational Planning, Risk Management, Process Improvement, Mortgage Lending, Banking, Management, Operations Management, Analysis, Security, Team Leadership, Leadership, Team Building, Project Planning, Government, Change Management, Project Management, Program Management, Strategic Planning
Education
Montreat College 2002 — 2006
Masters of Business Administration, 2005
Johnson C. Smith University 1987 — 1996
B.A, Mathematics
Brian Blagdon's Wachovia Securities Experience September 2007 - June 2008
Job Vice President External Client Advisor at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan November 2014 - Present
JPMorgan Chase January 2013 - November 2014
Franklin Templeton Investments July 2008 - December 2012
Wachovia Securities September 2007 - June 2008
Skills
Series 7, Series 6, Series 63, Sales, Microsoft Excel, Relationship Management
Education
New Mexico State University 2004 — 2008
BA, Marketing
J.P. Morgan November 2014 - Present
JPMorgan Chase January 2013 - November 2014
Franklin Templeton Investments July 2008 - December 2012
Wachovia Securities September 2007 - June 2008
Skills
Series 7, Series 6, Series 63, Sales, Microsoft Excel, Relationship Management
Education
New Mexico State University 2004 — 2008
BA, Marketing
Cody Fedorishen's Wachovia Securities Experience June 2008 - March 2009
Job Securities Analyst (contract position via Aerotek) at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2014 - Present
Laureate Education Inc. September 2013 - November 2013
The Guardian Life Insurance Company of America October 2012 - June 2013
The Guardian Life Insurance Company of America July 2009 - October 2012
Wachovia Securities June 2008 - March 2009
Skills
Benefits Administration, Account Reconciliation, Microsoft Word, Microsoft Excel, Employee Benefits, Customer Service, Disability Insurance, Insurance, Claim, Budgets, Data Analysis, Accounts Receivable, Variance Analysis, Administration, Analysis
Education
Moravian College 2005 — 2009
Bachelor of Arts, Business Management
Wells Fargo May 2014 - Present
Laureate Education Inc. September 2013 - November 2013
The Guardian Life Insurance Company of America October 2012 - June 2013
The Guardian Life Insurance Company of America July 2009 - October 2012
Wachovia Securities June 2008 - March 2009
Skills
Benefits Administration, Account Reconciliation, Microsoft Word, Microsoft Excel, Employee Benefits, Customer Service, Disability Insurance, Insurance, Claim, Budgets, Data Analysis, Accounts Receivable, Variance Analysis, Administration, Analysis
Education
Moravian College 2005 — 2009
Bachelor of Arts, Business Management
Alease Chabrak's Wachovia Securities Experience December 1994 - April 2004
Job Senior Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2012 - Present
Great Scott Financial April 2006 - August 2011
Wachovia Securities December 1994 - April 2004
Wall Street Access June 1992 - December 1994
Skills
Series 7, Series 63, Series 24, Series 9, Series 10
Education
Moravian College 1984 — 1988
BA, Business Management
Morgan Stanley Wealth Management April 2012 - Present
Great Scott Financial April 2006 - August 2011
Wachovia Securities December 1994 - April 2004
Wall Street Access June 1992 - December 1994
Skills
Series 7, Series 63, Series 24, Series 9, Series 10
Education
Moravian College 1984 — 1988
BA, Business Management
Marcos Baruffi's Wachovia Securities Experience October 1999 - June 2002
Job Senior Relationship Manager na Citibank Miami
Industry Banking
Experience
Citibank Miami May 2010 - Present
JPMorgan Chase Bank September 2002 - April 2010
Wachovia Securities October 1999 - June 2002
Unibanco New York Branch December 1984 - June 1998
Skills
Banking, Customer Service, Microsoft Office, Microsoft Excel, Financial Analysis, Credit, Loans, Change Management, Microsoft Word, Portfolio Management
Education
New York Institute of Technology-Old Westbury 1988 — 1993
Bachelor's degree, Finance, General
Citibank Miami May 2010 - Present
JPMorgan Chase Bank September 2002 - April 2010
Wachovia Securities October 1999 - June 2002
Unibanco New York Branch December 1984 - June 1998
Skills
Banking, Customer Service, Microsoft Office, Microsoft Excel, Financial Analysis, Credit, Loans, Change Management, Microsoft Word, Portfolio Management
Education
New York Institute of Technology-Old Westbury 1988 — 1993
Bachelor's degree, Finance, General
SCOTT KITTLE's Wachovia Securities Experience September 2005 - June 2008
Job Corporate Trust Accountant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank October 2011 - Present
WELLS FARGO BANK October 2011 - Present
WELLS FARGO ADVISORS May 2011 - August 2011
LPL FINANCIAL October 2009 - February 2010
WACHOVIA SECURITIES September 2005 - June 2008
WACHOVIA SECURITIES January 1997 - June 2008
Wachovia Securities September 2000 - August 2005
Education
Mountain State University 1992 — 1996
BS, Business Administration
Mountain State University
B.S, Business Administration
Wells Fargo Bank October 2011 - Present
WELLS FARGO BANK October 2011 - Present
WELLS FARGO ADVISORS May 2011 - August 2011
LPL FINANCIAL October 2009 - February 2010
WACHOVIA SECURITIES September 2005 - June 2008
WACHOVIA SECURITIES January 1997 - June 2008
Wachovia Securities September 2000 - August 2005
Education
Mountain State University 1992 — 1996
BS, Business Administration
Mountain State University
B.S, Business Administration
Jason Grube's Wachovia Securities Experience September 2006 - December 2006
Job Associate Manager, Transfer Pricing
Industry Medical Devices
Experience
Olympus April 2014 - Present
Olympus October 2011 - April 2014
Olympus September 2009 - October 2011
Olympus June 2009 - September 2009
Wachovia Securities September 2006 - December 2006
Skills
Financial Analysis, Corporate Finance, Hyperion Enterprise, JD Edwards, Financial Modeling, Financial Reporting, Microsoft Excel
Education
Muhlenberg College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Olympus April 2014 - Present
Olympus October 2011 - April 2014
Olympus September 2009 - October 2011
Olympus June 2009 - September 2009
Wachovia Securities September 2006 - December 2006
Skills
Financial Analysis, Corporate Finance, Hyperion Enterprise, JD Edwards, Financial Modeling, Financial Reporting, Microsoft Excel
Education
Muhlenberg College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Jason Brafford's Wachovia Securities Experience August 2005 - August 2007
Job Vice President at Fifth Third Securities
Industry Real Estate
Experience
Fifth Third Securities February 2013 - Present
Brafford Investments, LLC February 2010 - Present
The Adelphos Group 2012 - Present
Wells Fargo Securities August 2007 - July 2012
Wachovia Securities August 2005 - August 2007
Accenture February 2005 - August 2005
Skills
Due Diligence, Financial Modeling, Valuation, Investment Banking, Investments, Portfolio Management
Education
North Carolina State University 2000 — 2004
Bachelor of Science (BS), Accounting and Finance
Fifth Third Securities February 2013 - Present
Brafford Investments, LLC February 2010 - Present
The Adelphos Group 2012 - Present
Wells Fargo Securities August 2007 - July 2012
Wachovia Securities August 2005 - August 2007
Accenture February 2005 - August 2005
Skills
Due Diligence, Financial Modeling, Valuation, Investment Banking, Investments, Portfolio Management
Education
North Carolina State University 2000 — 2004
Bachelor of Science (BS), Accounting and Finance
Beverly R.'s Wachovia Securities Experience October 2006 - March 2007
Job MBA Candidate, Bank Examiner at The Federal Reserve Bank of Richmond
Industry Banking
Experience
Federal Reserve Bank of Richmond March 2007 - Present
Wachovia Securities October 2006 - March 2007
Education
The George Washington University - School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
Northeastern University
Post-Baccalaureate Certificate in Advanced Accounting
Virginia Commonwealth University
Bachelor of Science (BS), Economics
Federal Reserve Bank of Richmond March 2007 - Present
Wachovia Securities October 2006 - March 2007
Education
The George Washington University - School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
Northeastern University
Post-Baccalaureate Certificate in Advanced Accounting
Virginia Commonwealth University
Bachelor of Science (BS), Economics
Nicole Chandler-Grant's Wachovia Securities Experience June 2006 - May 2009
Job Senior Consultant at CapTech
Industry Information Technology and Services
Experience
CapTech January 2014 - Present
Capital One March 2011 - January 2014
Wachovia Securities June 2006 - May 2009
Skills
Management, Project Management
Education
North Carolina Central University 1994 — 1997
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
CapTech January 2014 - Present
Capital One March 2011 - January 2014
Wachovia Securities June 2006 - May 2009
Skills
Management, Project Management
Education
North Carolina Central University 1994 — 1997
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Merrill Lynch
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank