Wachovia Securities Financial Network

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Wachovia Securities Financial Network Employees

Employee
Years
Job
Industry
Kip Sweeney Kip Sweeney Alpharetta, Georgia Details
Kip Sweeney's Wachovia Securities Financial Network Experience 2004 - 2006
Job Vice President Product Management at FMSI
Industry Financial Services
Experience
FMSI  June 2015 - Present
FMSI  June 2013 - June 2015
Verint  March 2010 - June 2013
Amerisave Mortgage Corporation  July 2006 - March 2010
Wachovia Securities Financial Network   2004 - 2006

Skills
Business Development, Banking, Leadership, Analysis, Sales, CRM, Management, Workforce Management, Salesforce.com, Retail Banking, Business Analysis, Process Improvement, Project Management, SQL, Loan Origination, Consulting, German, Time Study, Microsoft SQL Server, Selling, Databases, Executive Management, Customer Experience, Enterprise Software, Business Process, Analytics, Performance Improvement, Consultative Selling, Return on Investment, Call Center, Strategy, Business Process..., Vendor Management, Team Leadership, Forecasting, ROI Development, Product Management, Solution Selling, Management Consulting, Strategic Partnerships, Salesforce Administrator, Salesforce.com..., Customer Feedback..., Reporting & Analysis, Dashboard Builder, Business Intelligence, User Interface Design, Microsoft Power BI, Data Mining, Statistical Analysis

Education
Kennesaw State University   2002 — 2006
Bachelor of Business Administration, Finance

Alisha Gunn Alisha Gunn Richmond, Virginia Details
Alisha Gunn's Wachovia Securities Financial Network Experience December 2007 - February 2009
Job AVP, Mortgage Fulfillment Operations Manager at SunTrust Bank
Industry Financial Services
Experience
SunTrust  June 2015 - Present
SunTrust  December 2014 - June 2015
SunTrust Bank  April 2014 - December 2014
SunTrust Bank  September 2012 - April 2014
Hilltop Consultants, Inc.   November 2011 - September 2012
SunTrust Bank  May 2009 - October 2011
Wachovia Securities Financial Network   December 2007 - February 2009
Saxon Mortgage  August 2004 - October 2007

Skills
: Microsoft Word,..., Fidelity, MSP,..., BETA (Thomson..., Banking, Credit, FHA, Financial Analysis, Financial Services, Leadership, Loan Origination, Loan Servicing, Loans, Loss Mitigation, Management, Microsoft Excel, Mortgage Banking, Mortgage Lending, Mortgage Servicing, Mortgage Underwriting, Process Improvement, Credit Analysis, Residential Mortgages, Underwriting, Microsoft Office, Refinance, Risk Management, Financial Risk, Customer Service, Finance

Education
John Tyler Community College
Associate of Business Administration, Business Administration

Robyn Palmer, MBA Robyn Palmer, MBA Cedar Rapids, Iowa Area Details
Robyn Palmer, MBA's Wachovia Securities Financial Network Experience 2007 - 2009
Job Compliance Consultant
Industry Financial Services
Experience
Transamerica Retirement Solutions  October 2014 - Present
Mount Mercy University  June 2013 - August 2014
ITT Technical Institute  2010 - May 2013
Wachovia Securities Financial Network   2007 - 2009
Van Meter Industrial  2005 - 2006

Skills
Customer Service, Outlook, Access, Microsoft Office, Microsoft Excel, Recruiting, PowerPoint, Microsoft Word, Public Speaking, Training, Administrative..., Event Planning, Marketing, Coaching, Finanical analysis and..., Project Management, Statistical Tools, Management Accounting, Higher Education, Management, Enrollment Management, Student Affairs, Adult Education, Leadership Development, Team Building, Social Networking, Human Resources, Analysis, Retaining Customers, Time Management

Education
Mount Mercy University   2014 — 2015
Bachelor of Arts (B.A.), Accounting and Finance

Mount Mercy University   2011 — 2014
MBA, Business Administration

University of Iowa   1996 — 1999
BA, Psychology

Justin Tabit Justin Tabit Pacific Palisades, California Details
Justin Tabit's Wachovia Securities Financial Network Experience June 2009 - August 2009
Job Valuation & Financial Analyst at GE Capital Real Estate/ CBRE
Industry Real Estate
Experience
GE Capital Real Estate  December 2014 - Present
St. Monica Catholic Community  June 2014 - July 2014
University of Notre Dame Sports Information Department   September 2009 - May 2012
St. Monica Catholic Community  July 2011 - August 2011
Westside Rentals  June 2011 - August 2011
ACTIVATE Drinks  June 2010 - August 2011
University of Notre Dame Sports Properties   September 2010 - May 2011
Wachovia Securities Financial Network   June 2009 - August 2009
McBride's Special Education School   January 2009 - February 2009

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Facebook, Marketing, Spanish, Coaching, Sales, Non-profit Volunteer, Social Networking, Non-profit Volunteering, Social Media, Event Planning, Management

Education
University of Notre Dame - Mendoza College of Business   2013 — 2014
Master of Science in Business (MSB), Business

University of Notre Dame   2010 — 2013
Bachelor of Arts (BA), Psychology

University of Notre Dame in London   2012 — 2012

Holy Cross College   2009 — 2010

Loyola High School of Los Angeles   2005 — 2009
High School

Kia Miller, CFCS Kia Miller, CFCS Greater New York City Area Details
Kia Miller, CFCS's Wachovia Securities Financial Network Experience September 2006 - April 2007
Job AML Transaction Monitoring Consultant
Industry Banking
Experience
Navigant  December 2014 - Present
Barclays Investment Bank  August 2014 - November 2014
TD  September 2011 - August 2014
Wells Fargo  September 2008 - September 2011
LPL Financial  October 2007 - September 2008
Wells Fargo  April 2007 - September 2007
Wachovia Securities Financial Network   September 2006 - April 2007
Carolinas Investment Consulting  December 2005 - August 2006
Wachovia Securities Financial Network   August 2004 - December 2005
Wachovia Securities Financial Network   October 2002 - August 2004

Skills
Banking, Risk Assessment, Quality Assurance, Internal Controls, Internal Audit, Operational Due..., Risk Management, Financial Services, Compliance, Financial Crimes..., Anti Money Laundering, Bank Secrecy Act, USA PATRIOT Act, OFAC, FinCEN, SEC filings, Capital Markets, Consulting, OSFI, Financial Risk

Education
Montreat College   1994 — 1998
Bachelor of Science, Business Administration (BBA)

University of North Carolina at Wilmington   1992 — 1993

West Charlotte Senior High School   1989 — 1992

Lane Brooks Lane Brooks Richmond, Virginia Area Details
Lane Brooks's Wachovia Securities Financial Network Experience October 2004 - October 2006
Job Principal Associate at Capital One
Industry Financial Services
Experience
Capital One  March 2013 - Present
AT&T  October 2006 - March 2013
Wachovia Securities Financial Network   October 2004 - October 2006

Skills
Project Management, Sales Management, Direct Sales, Managing Processes, Project Scope...

Education
Hampden-Sydney College   1999 — 2003
Bachelor of Arts (BA), Business/Managerial Economics

Hampden-Sydney College   1999 — 2003
Bachelor of Arts (BA), Business/Managerial Economics

Ryan Willging Ryan Willging Cincinnati Area Details
Ryan Willging's Wachovia Securities Financial Network Experience May 2008 - September 2008
Job Disruptor, Strategy, Product Dev, Analytics, Business Process
Industry Financial Services
Experience
The Business Backer  May 2015 - Present
The Business Backer  August 2014 - Present
The Business Backer  June 2013 - June 2014
The Business Backer  May 2012 - June 2013
Ryeli Corp   2013 - 2013
Southwestern Company  May 2010 - August 2011
Commodity Distribution Services Incorporated   March 2009 - May 2010
Wachovia Securities Financial Network   May 2008 - September 2008

Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Direct Sales, Business Analysis, Time Management, Business Strategy, Strategy, Project Management, Process Improvement, Strategic Planning, Risk Management, Business Planning, Accounting, Finance, Salesforce.com, Coaching, Microsoft Office, Management, Leadership

Education
Miami University   2008 — 2012
Bachelor of Science (B.S.), Business; Finance, 3.3 Finance GPA

Emilie Kennedy Emilie Kennedy Papillion, Nebraska Details
Emilie Kennedy's Wachovia Securities Financial Network Experience 2007 - 2009
Job Pet Care Manager at PetSmart
Industry Retail
Experience
PetSmart  October 2010 - Present
Wachovia Securities Financial Network   2007 - 2009
Soaring Eagle Casino & Resort  2002 - 2006

Skills
Cashiering, Pets, Planograms, Store Management, Animal Husbandry, Animal Work, Loss Prevention, Cash Register, Inventory Control, Retail, Inventory Management, Merchandising, Retail Sales, Customer-focused, Sales Growth, Attentiveness to Detail, Superior organizational..., Management Development, Cash Management, Supply Ordering, Creative Problem Solving

Education
Middle Tennessee State University
Psychiatric/Mental Health Services Technician

Western Nebraska Community College

Beverly Kessler Beverly Kessler Jacksonville, Florida Area Details
Beverly Kessler's Wachovia Securities Financial Network Experience December 1995 - December 2000
Job CFO at Environmental Heritage Investors, LLC
Industry Environmental Services
Experience
Environmental Heritage Investors, LLC   October 2007 - Present
Wachovia Securities Financial Network   December 1995 - December 2000
Merrill Lynch from 1974 to 1995   September 1974 - November 1995

Skills
Strategic Planning, Investments, Start-ups, Entrepreneurship, Business Strategy, Mergers & Acquisitions, New Business Development, Sustainability, Venture Capital, Business Planning, Business Development, Renewable Energy, Contract Negotiation, Small Business, Management Consulting, Management, Strategy, Budgets, Project Management, Negotiation, Environmental Awareness, Banking, Finance

Education
New York Institute of Finance   1967 — 1969

Montgomery Blair High School and New York Institute of Finance   1960 — 1962

Montgomery College

Alex Karidis Alex Karidis New Castle, Pennsylvania Details
Alex Karidis's Wachovia Securities Financial Network Experience September 2008 - February 2009
Job Economist, Business Analyst, & Author
Industry Construction
Experience
D&G Mechanical Inc   November 2014 - Present
Varsity Tutors  October 2014 - Present
Direct Energy  2013 - 2014
CEB  June 2011 - December 2012
Wachovia Securities Financial Network   September 2008 - February 2009

Skills
Quantitative Research, Qualitative Research, Economic Research, Economic Development, Economic Modeling, International Economics, Economic Policy, Financial Econometrics, Econometric Modeling, Financial Analysis, Financial Modeling, Economics, Strategy, Analysis, Market Research, Analytics, Econometrics, Data Analysis, Microsoft Office, Research, Management, Project Management, Business Strategy, Strategic Planning, Management Consulting, Microsoft Excel, PowerPoint, Forecasting, Business Development, Statistics

Education
Johns Hopkins University Advanced Academic Programs   2009 — 2010
Master of Arts (MA), Applied Economics

Robert Morris University   2005 — 2008
BSBA, Finance and Economics

Kennedy Catholic HS

Kennedy Catholic HS

Dena Nelsen Dena Nelsen Bowling Green, Kentucky Details
Dena Nelsen's Wachovia Securities Financial Network Experience June 1998 - June 2003
Job CFP and Senior Financial Planner at ARGI Financial Group
Industry Financial Services
Experience
ARGI Financial Group  February 2014 - Present
LPL Financial at South Central Bank   June 2003 - January 2014
Wachovia Securities Financial Network   June 1998 - June 2003

Skills
Personal Financial..., Wealth Management, Certified Financial..., Investment Strategies, Retirement Planning

Education
Western Kentucky University   2010 — 2013
Financial Planning Certification, Financial Planning and Services

Miami University   1974 — 1978
Bachelor of Arts (BA), International Studies

Matthew Haberlie Matthew Haberlie Greater Los Angeles Area Details
Matthew Haberlie's Wachovia Securities Financial Network Experience January 2009 - July 2009
Job 90%LTV on Jumbo Loans down to 680Fico, Assets can be used as income, Foreign Nationals, and special investory products
Industry Financial Services
Experience
WJ Bradley Mortgage Capital  October 2013 - Present
Carrington Mortgage Services  April 2013 - October 2013
The Lending Answer   March 2010 - April 2013
Wachovia Securities Financial Network   January 2009 - July 2009
Innovative Mortgage Group   January 2008 - January 2009
Liberty United Mortgage   2005 - 2007

Skills
Mortgage Lending, Refinance, Loans, Real Estate, Investments, Investment Properties, Time Management, Loan Origination, Investors, Mortgage Banking, Credit, Real Estate Financing, Sales, VA loans, Residential Mortgages, FHA financing, Commercial Mortgages, Real Estate Economics, FHA

Education
Messiah College   1997 — 2001
Finance, Accounting and Finance

Way of Faith Academy   1993 — 1997
General, High School

Sean Cooper Sean Cooper New Orleans, Louisiana Details
Sean Cooper's Wachovia Securities Financial Network Experience December 2005 - June 2006
Job Customer Service
Industry Insurance
Experience
SyncStream Solutions   July 2015 - Present
Caesars Entertainment Corporation  July 2006 - October 2013
Wachovia Securities Financial Network   December 2005 - June 2006
Fairmont Hotels and Resorts  August 2004 - August 2005
Crossman Elementary   August 2003 - August 2004

Skills
Hospitality, Hotels, Hospitality Management, Food, Hotel Management, Rooms Division, VIP, Microsoft Office, Training, Budgets, Casino, Hospitality Industry, Pre-opening, Resorts, Event Management, Food & Beverage, Social Media, Event Planning, Revenue Analysis, Yield Management, Banquets, Micros, Catering, Front Office, Convention Services, Gaming Industry, Hiring, P, Forecasting, Operations Management, Fine Dining, Customer Service, Casino Gaming, Property Management..., Guest Service Management, Hotel Booking, Luxury, Opera, Concierge Services, Pre-opening experience, Lodging, Recruiting, Leadership, Team Building

Education
Loyola University New Orleans   2003 — 2005
Masters, Music Education

Loyola University New Orleans   1999 — 2003
BM, Music/English

Mercedes Clifton Mercedes Clifton Greensboro/Winston-Salem, North Carolina Area Details
Mercedes Clifton's Wachovia Securities Financial Network Experience January 2001 - December 2001
Job Registered Sales Assistant at Gate City Advisors
Industry Financial Services
Experience
Gate City Advisors   May 2013 - Present
Oak Ridge Wealth Management   June 2003 - April 2013
Wachovia Securities Financial Network   January 2001 - December 2001

Education
Greensboro College   1991 — 1995
Bachelor of Science (B.S.), Business Administration, Management and Operations

Curtis Haggerty Curtis Haggerty Catawba, South Carolina Details
Curtis Haggerty's Wachovia Securities Financial Network Experience 2002 - 2005
Job Operations Manager at Carolina Cargo Inc
Industry Transportation/Trucking/Railroad
Experience
Carolina Cargo Inc   2005 - Present
Wachovia Securities Financial Network   2002 - 2005
First Union National Bank  1998 - 2002
Duke Energy Corporation  1981 - 1998

Skills
Transportation, Freight, Shipping, Container, Logistics, Transportation..., Trucking, Freight Forwarding, Ocean, Logistics Management, LTL, Ports, Truckload, 3PL

Education
Wren High School   1977 — 1981

Greenville Technical College

Beau Dorrell Beau Dorrell Houston, Texas Area Details
Beau Dorrell's Wachovia Securities Financial Network Experience 2007 - 2010
Job Sales Professional
Industry Financial Services
Experience
Aspire Lending  September 2013 - April 2014
Regions Financial Corporation  May 2012 - September 2013
BBVA Compass  April 2010 - April 2012
Wachovia Securities Financial Network   2007 - 2010

Education
Lamar University   2000 — 2004
Bachelor of Science, Psychology & English Literature

Joseph Abinanti, MBA Joseph Abinanti, MBA New York, New York Details
Joseph Abinanti, MBA's Wachovia Securities Financial Network Experience January 2007 - December 2009
Job North America Global Corporate Digital Group
Industry Financial Services
Experience
HSBC Global Banking and Markets  March 2015 - Present
HSBC Commercial Banking Group (CMB)   November 2011 - March 2015
Arjent LLC  April 2011 - November 2011
Mercury Solar Systems  January 2010 - February 2011
Wachovia Securities Financial Network   January 2007 - December 2009
Oppenheimer & Co.   January 2005 - January 2007

Skills
Valuation, Corporate Finance, Finance, Economics, Credit Risk, Commercial Real Estate, Trade Finance, Trade Credit Insurance, Import Export, Foreign Exchange Risk..., Cash Management, Financial Modeling, Financial Analysis, Cross-border..., Financial Transactions, Series 7, Series 63, Life Insurance, Commercial Banking, Commercial Lending, Letters of Credit, Incoterms, Banking, Debt, Credit, Credit Analysis, Financial Risk, DCF, Cash Flow, Relationship Management, Real Estate, Commercial Real Estate..., Cap Rates, Time Value of Money, Treasury Management, Commercial Mortgages, Structured Finance, Business Strategy, Real Estate Financing, Loans, Securities, FX Options, Financial Services, Real Estate Economics, Strategy

Education
HSBC Group Executive Development Program   2014 — 2014
United Kingdom

Investment Banking Institute   2011 — 2011
Postgraduate professional Education:, M&A Advisory, Valuation, Capital Formation

Iona College   2007 — 2009
Master of Business Administration (M.B.A.), Corporate Finance

Iona College   2001 — 2005
Bachelors of Business Administration, Marketing / Economics

Fordham Preparatory School   1998 — 2001
High School, Finance

Kristie Robinson Kristie Robinson Richmond, Virginia Area Details
Kristie Robinson's Wachovia Securities Financial Network Experience January 2007 - April 2008
Job AVP Commercial Business Risk Office | Capital One Commercial Banking
Industry Legal Services
Experience
Capital One  June 2013 - Present
Special Counsel  2009 - February 2013
SunTrust Mortgage  January 2012 - January 2013
Performance Fibers  April 2011 - November 2011
Capital One  January 2010 - April 2011
Henrico Juvenile & Domestic Relations Court   August 2009 - November 2009
WySTAR Global Retirement Solutions  July 2008 - August 2009
The Martin Agency  April 2008 - July 2008
Wachovia Securities Financial Network   January 2007 - April 2008

Skills
Microsoft Office, Lotus Notes, Westlaw, Contract Negotiation, Access, Research, Risk Management, Intellectual Property, Legal Writing, Legal Research, Notary Public, Litigation, Document Review, Analysis, Customer Service, Administrative..., Management, Leadership, Mergers, Process Improvement

Education
Virginia State University   2002 — 2006
Bachelor of Science, Criminology / Criminal Justice

J Sargeant Reynolds Community College
Associate's Degree, Litigation/Paralegal Studies

Charles McLean, AIF® Charles McLean, AIF® Dallas/Fort Worth Area Details
Charles McLean, AIF®'s Wachovia Securities Financial Network Experience June 2004 - April 2008
Job Managing Partner at SouthTrust Advisors
Industry Financial Services
Experience
SouthTrust Advisors   April 2008 - Present
Wachovia Securities Financial Network   June 2004 - April 2008
Morgan Keegan  March 2001 - May 2004

Skills
Securities, Investments, Wealth Management, Strategic Planning, Financial Advisory, Retirement Planning, FINRA, Financial Planning, Investment Advisory, Customer Service

Education
Louisiana Tech University   1988 — 1994
Bachelor's Degree

Louisiana Tech University, Ruston, Louisiana
Bachelor's of Art

Summer DeHaas-Vance Summer DeHaas-Vance Long Beach, California Details
Summer DeHaas-Vance's Wachovia Securities Financial Network Experience February 2000 - August 2007
Job Realtor at Keller Williams Coastal Properties
Industry Real Estate
Experience
Keller Williams Coastal Properties  January 2014 - Present
Main Street Realtos   June 2012 - December 2013
Wachovia Securities Financial Network   February 2000 - August 2007
SMT Dynamics   January 1996 - August 2000

Skills
Accounting, Investments, Accounts Payable, Asset Management, Real Estate, Financial Statements, Sales, Retirement Planning, First Time Home Buyers, Short Sales, Sellers, REO, Foreclosures, Single Family Homes, Condos, Real Estate Transactions, Residential Homes, Buyer Representation, Buyers, Referrals, Investment Properties, Investors, SFR, Listings

Education
Long Beach City College   1993 — 1997
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies

Lakewood High School   1989 — 1993

Jennifer (Wysoczynski) Gaspar Jennifer (Wysoczynski) Gaspar Austin, Texas Details
Jennifer (Wysoczynski) Gaspar's Wachovia Securities Financial Network Experience 1998 - 1999
Job design / art direction
Industry Marketing and Advertising
Experience
Freelance  2002 - Present
Interval International  2005 - 2009
TURKEL Brands  2004 - 2005
First Media Direct   2003 - 2004
enfoTrust networks  1999 - 2001
Wachovia Securities Financial Network   1998 - 1999

Skills
Logo Design, Art Direction, Posters, Layout, Brochures, Graphic Design, Adobe Creative Suite, Branding & Identity, QuarkXPress, Typography, Corporate Identity, Photography, Art, Direct Mail, Advertising, Packaging

Education
Georgia State University   2002 — 2003
Bachelor of Arts (B.A.), Fine/Studio Arts, General, Magna Cum Laude

Atlanta College of Art and Design (now SCAD)   2001 — 2002
Graphic Design Courses

University of West Georgia   1995 — 1997
Bachelor's degree, Art/Art Studies, General

Daniel Zweig Daniel Zweig Fort Wayne, Indiana Details
Daniel Zweig's Wachovia Securities Financial Network Experience 2008 - 2009
Job Senior Vice President Investments at Zweig Tribbett Financial Group of Wells Fargo Advisors
Industry Financial Services
Experience
Zweig Tribbett Financial Group of Wells Fargo Advisors, LLC   2009 - Present
Wachovia Securities Financial Network   2008 - 2009
A.G. Edwards & Sons, Inc.   1981 - 2008

Skills
Investments, Asset Allocation, Retirement Planning, Retirement, Investment Strategies

Education
Indiana University   1973 — 1978
Bachelor of Arts (B.A.), Chemistry

North Side High School   1970 — 1973

North Side High School Fort Wayne   1970 — 1973

Nicholas Simmonds Nicholas Simmonds Succasunna, New Jersey Details
Nicholas Simmonds's Wachovia Securities Financial Network Experience April 2007 - January 2009
Job Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  February 2011 - Present
Wells Fargo  February 2009 - January 2011
Wachovia Securities Financial Network   April 2007 - January 2009

Skills
Finance, Banking, Investments, Home Equity Loans, Home Equity Lines of..., Business, Commercial Lending, Credit, Loans, Sales, Management, Portfolio Management, Financial Services, Retail Banking, Mortgage Lending, Retirement Planning, Leadership, Small Business Lending, Wealth Management, Series 63, Series 7, Series 66

Education
University of Phoenix   2008 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General

Michigan State University   2002 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General

David Gordon David Gordon Philadelphia, Pennsylvania Details
David Gordon's Wachovia Securities Financial Network Experience September 2006 - February 2009
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2009 - Present
Wachovia Securities Financial Network   September 2006 - February 2009
Morgan Stanley  July 2004 - September 2006

Skills
Asset Allocation, Estate Planning, Finance, Financial Advisory, Fixed Annuities, Investment Advisory, Retirement, Retirement Planning, Strategic Financial..., Wealth Management, Insurance, Loans, Mortgage Lending, Relationship Management, Cross-functional Team...

Education
Ithaca College   1998 — 2001
Bachelor's degree

Cherry Hill High School East   1994 — 1997

Sandy Dombroski Sandy Dombroski Wilmington, North Carolina Details
Sandy Dombroski's Wachovia Securities Financial Network Experience May 2008 - November 2008
Job Loan Officer at Live Oak Bank
Industry Banking
Experience
Live Oak Bank  January 2014 - Present
Live Oak Bank  March 2011 - January 2014
BB&T  November 2008 - March 2011
Wachovia Securities Financial Network   May 2008 - November 2008
First Citizens Bank  August 2005 - June 2008

Education
Mary Baldwin College   1998 — 2002
BA, Economics

Eric Alan Eric Alan United States Details
Eric Alan's Wachovia Securities Financial Network Experience June 2008 - April 2012
Job Owner of Allied Building Contractors
Industry Construction
Experience
Allied Building Contractors   March 2014 - Present
Wachovia Securities Financial Network   June 2008 - April 2012
Ace Mortgage Funding  February 2006 - May 2009

Skills
Certified Notary Public, NMLS Licensed, Currently also a Moblie..., Refinance, Mortgage Banking, Loan Origination, FHA, Foreclosures, Loans, Real Estate, Residential Mortgages

Education
Lindenwood University   2008 — 2012
Bachelor

Becki Moyer Becki Moyer Sarasota, Florida Area Details
Becki Moyer's Wachovia Securities Financial Network Experience May 2004 - November 2007
Job Director of Operations/ Patient Relations
Industry Medical Practice
Experience
Center For Sight  November 2012 - June 2013
Center For Sight  June 2010 - November 2012
Wachovia Securities Financial Network   May 2004 - November 2007
Jacobsons  September 1986 - September 2002

Skills
Customer Service, Healthcare, Physicians, Budgets, HIPAA, Process Improvement, Strategic Planning, Staff Development, Client Development, Practice Management, Medicine, Inventory Management, Relationship Management, Retail Sales, Retail Marketing, Wholesale Lending, Ophthalmology, Human Resources, Employee Training, Marketing, Schedules, Office Management, Team Building, B2B, Product Development, Sales Management, Sales Operations, Operations Management, Leadership, Sales

Education
Michigan State University
Communications Labor Relations

Eric Voehl Eric Voehl Old Greenwich, Connecticut Details
Eric Voehl's Wachovia Securities Financial Network Experience September 2001 - April 2004
Job Senior Project Manager, HSBC Securities
Industry Financial Services
Experience
HSBC Securities (USA), Inc.   April 2015 - Present
Pershing LLC  May 2006 - April 2015
AIG Royal Alliance  April 2004 - May 2006
Wachovia Securities Financial Network   September 2001 - April 2004

Skills
Series 7, Bloomberg, Series 24, Financial Services, Wealth Management, Settlement, Finance, Middle Office, Securities, FINRA, Capital Markets, Trading Systems, Bonds, Back Office, Global Custody

Education
Loyola University Maryland   1997 — 2001
BBS, Finance

Afrika Powell Afrika Powell Chicago, Illinois Details
Afrika Powell's Wachovia Securities Financial Network Experience September 2002 - June 2003
Job Professional
Industry Hospital & Health Care
Experience
Purdue University Calumet School of Business   September 2015 - Present
UIC  June 2014 - Present
Malcolm X College  2013 - Present
stay at home mother  April 2009 - December 2013
United Airlines  June 2007 - April 2009
Sams Club  November 2006 - September 2007
SunTrust Mortgage  July 2005 - May 2007
SunTrust Investment Services  June 2003 - July 2005
Wachovia Securities Financial Network   September 2002 - June 2003
First Union Securities  November 2001 - September 2002

Skills
Banking, Data Entry, Investments, Customer Service, Finance, Insurance, Mortgage Lending, Loans, Time Management, Accounting, Sales, Management, Mutual Funds, Auditing, Invoicing, Marketing, Office Management, Securities, Microsoft Excel, PowerPoint, Public Speaking, Research, Microsoft Word

Education
Purdue University Calumet   2015 — 2017
Biology

City Colleges of Chicago-Malcolm X College   2013 — 2015
Associate of Science (A.S.), Pre-Nursing Studies

Gwinnett Technical College   2012 — 2014
None, Radiologic Technology/Science - Radiographer

Virginia Commonwealth University   1999 — 2001
None, Biology, General

Christina O'Donnell Christina O'Donnell Dover, New Hampshire Details
Christina O'Donnell's Wachovia Securities Financial Network Experience December 2000 - September 2004
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch  November 2014 - Present
Merrill Lynch  2004 - 2014
Wachovia Securities Financial Network   December 2000 - September 2004
American Express  May 2000 - 2000

Education
Longwood University   1996 — 2000
Bachelor's Degree, Business, Management, Marketing, and Related Support Services

Eric Worthen Eric Worthen Saint Louis, Missouri Details
Eric Worthen's Wachovia Securities Financial Network Experience May 2008 - August 2008
Job Compliance Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Advisors  December 2014 - Present
Wells Fargo  September 2012 - December 2014
Wells Fargo  July 2011 - September 2012
Wells Fargo  June 2010 - July 2011
Wells Fargo  August 2008 - May 2010
Wachovia Securities Financial Network   May 2008 - August 2008

Skills
Wisdom, BETA, DTCC, BONY, Smart Tracks, Bond Desk, DVP Stock Loan System, Microsoft Office, Mobius Document Direct, DocuAnalyzer, SQL, BDW, ODM, Bloomberg Terminal, Risk Management, Finance, Sales, Analysis, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Word, Software Lifecycle, Fixed Income, Budgets, Financial Risk

Education
Lindenwood University   2008 — 2010
Master of Arts (M.A.), Communications, Promotions

University of Missouri-Saint Louis   2004 — 2008
Bachelor of Arts (B.A.), Communication, General

Patrick O'Rourke, CRPC® Patrick O'Rourke, CRPC® Charlotte, North Carolina Area Details
Patrick O'Rourke, CRPC®'s Wachovia Securities Financial Network Experience March 2006 - March 2007
Job Wells Fargo Advisors Solutions Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  April 2007 - Present
Wells Fargo Advisors, LLC  January 2013 - April 2014
Wachovia Securities Financial Network   March 2006 - March 2007
Edward Jones  March 2005 - February 2006

Skills
Hold Series 7, Series 63, Series 65, North Carolina Life/..., Banking, Financial Advisory, Financial Services, Sales, Wealth Management

Education
Grand Valley State University   2001 — 2004
Finance

Alma College   2000 — 2001

Queens University of Charlotte
Certified Financial Planning program

Joseph Szal Joseph Szal Greater Philadelphia Area Details
Joseph Szal's Wachovia Securities Financial Network Experience February 2003 - March 2009
Job First Vice President at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Capital Markets  First Vice PresidentJanney Montgomery ScottMarch 2009 - Present
Wachovia Securities Financial Network   February 2003 - March 2009
Prudential Financial  February 1992 - 2003

Education
La Salle University - School of Business Administration   1971 — 1975
BS Accounting, Finance

David T. Geske, CFP® David T. Geske, CFP® Orange County, California Area Details
David T. Geske, CFP®'s Wachovia Securities Financial Network Experience March 2007 - July 2009
Job Financial Advisor at Redwood Investments, An Independent Firm, 401k advisor
Industry Financial Services
Experience
Redwood Investments, An Independent Firm   July 2009 - Present
Wachovia Securities Financial Network   March 2007 - July 2009
Edward Jones  March 2002 - March 2007
PricewaterhouseCoopers LLP  May 1997 - August 2001

Skills
401k Rollovers, Strategic Tax Planning, Income Distribution..., Estate Planning, Qualified Plan Analysis, Servicing small..., Wealth Accumulation, Retirement Income..., Life Insurance Planning, Long-term Care Insurance, Income, Small Business, Strategic Planning, Life Insurance, Series 7, Retirement, FINRA, Investments, Long Term Care Insurance, Pensions, 401k, Retirement Planning, Management, Mutual Funds, Loan Servicing, Strategic Financial..., Asset Management, Series 63, Long-term Care, Insurance, Securities, Financial Advisory, Series 65, Wealth Management, Finance, Asset Allocation, Investment Advisory, Fixed Annuities, IRAs, Financial Planning

Education
Indiana University - Kelley School of Business   1994 — 1998
B.S., Accounting, Computer Information Systems

Dena Nelsen Dena Nelsen Greater Nashville Area Details
Dena Nelsen's Wachovia Securities Financial Network Experience 1998 - 2003
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial  July 2003 - Present
Wachovia Securities Financial Network   1998 - 2003

Skills
Retirement Income..., Retirement Planning, Series 66, Series 7, 401k Rollovers

Education
Miami University
Bachelor of Arts, International Studies

Jacole Todd, PHR Jacole Todd, PHR Greater Atlanta Area Details
Jacole Todd, PHR's Wachovia Securities Financial Network Experience 2002 - 2004
Job Director of Human Resources at Carter
Industry Real Estate
Experience
Carter  2014 - Present
Carter  2006 - Present
Elizabeth Baptist Church  2004 - 2006
Wachovia Securities Financial Network   2002 - 2004

Skills
ADP Payroll, HRIS Database Management, HRIS, Benefits Administration, Employee Relations, Onboarding, New Hire Orientations, Recruiting, Performance Management, Human Resources, Leadership, Customer Service, Budgets, Strategic Planning, Team Building, Training

Education
Troy State University
Master of Science (M.S.), Human Resources Management/Personnel Administration, General

Georgia Southern University   1996 — 2000
Bachelor of Science (BS), Psychology

Brandon Cuba Brandon Cuba Westfield, New Jersey Details
Brandon Cuba's Wachovia Securities Financial Network Experience 2006 - 2009
Job Representative at Northeast Planning Corporation
Industry Financial Services
Experience
Northeast Planning Corporation  2011 - Present
Wells Fargo Advisors  2009 - 2011
Wachovia Securities Financial Network   2006 - 2009

Skills
Wealth Accumulation, Retirement Planning, Cash Flow, College Funding..., Insurance Planning, Estate Planning /..., Business / Employee..., Financial Services, Finance, Financial Planners, Estate Planning, Disability Insurance, Mutual Funds, Fixed Annuities, Financial Planning

Education
London South Bank University   2010 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations

Rowan University   2006 — 2010
Bachelor of Business Administration (BBA), Finance, Economics

Westfield Senior High School   2002 — 2006
Westfield High School Diploma

John Holodinski John Holodinski Cleveland/Akron, Ohio Area Details
John Holodinski's Wachovia Securities Financial Network Experience June 2003 - January 2004
Job Territory Sales Executive at PNC Investments
Industry Financial Services
Experience
PNC Investments  February 2012 - Present
PNC Investments  September 2010 - February 2012
PNC Investments  January 2004 - August 2010
Wachovia Securities Financial Network   June 2003 - January 2004
Fleet Boston Financial  April 2001 - December 2002
Summit Financial Services  March 1999 - April 2001
Summit Financial Services  January 1994 - March 1999

Education
Consumer Bankers Association - Executive Banking School   2013 — 2015

Kean University
BA

John B Moore John B Moore Rutherfordton, North Carolina Details
John B Moore's Wachovia Securities Financial Network Experience 1998 - 2001
Job Father, Grandfather, Husband
Industry Financial Services
Experience
HIdden HIlls   2008 - 2013
Visual Artist Guiild   2007 - 2013
SCORE "Counselors to America's Small Business"   January 2011 - September 2012
Moore's Eden   2001 - 2012
Rutherford Roundtable   2007 - 2011
RC Habitat for Humanity   2005 - 2010
Wachovia Securities Financial Network   1998 - 2001
Morgan Keegan  1992 - 1998
The Robinson Humphrey Company  1984 - 1992
BEI Holdings   1987 - 1991

Skills
Series 7, Series 63, series 24, Financial Operations, Investment Banking, Equity Research, Financial Services, Investments, Portfolio Management, Strategic Financial..., Financial Analysis, Due Diligence, Corporate Finance, Valuation, Financial Modeling, Mergers & Acquisitions, Alternative Investments, Small Business, Private Placements, Asset Management, Private Equity, Banking, Credit, Capital Markets

Education
Georgia State University   1977 — 1978
Finance, Economics, Accounting

Georgia State University   1969 — 1976
BBA, Finance, Accounting, Economics

Ringgold High   1961 — 1964
High School

Jack Cate Jack Cate Greater Nashville Area Details
Jack Cate's Wachovia Securities Financial Network Experience April 1996 - April 2009
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  April 1996 - Present
Wachovia Securities Financial Network   April 1996 - April 2009
MerrillLynch   June 1980 - April 1996
United States Marine Corps  August 1968 - June 1980

Skills
Investments, Finance, Retirement Planning, Asset Allocation, Risk Management, Securities, Public Speaking, Tactical Asset..., Business-owner Planning, Wealth Preservation..., Tax-efficient Planning, 401k Rollovers, Insurance, Estate Investment...

Education
Knox College   1964 — 1968
BA, History

Patricia DeChant Patricia DeChant Chicago, Illinois Details
Patricia DeChant's Wachovia Securities Financial Network Experience October 1992 - March 2003
Job Investment Advisor at Geneva Advisors
Industry Financial Services
Experience
Geneva Advisors  July 2014 - Present
D.A. Davidson Companies   August 2013 - July 2014
Cortview/Pierpont   May 2012 - May 2013
Raymond James Financial Inc.  April 2003 - April 2012
Wachovia Securities Financial Network   October 1992 - March 2003

Skills
Series 7, Series 65, Investments, Fixed Income, Equities, Municipal Bonds, Asset Management, Financial Advisory, Investment Strategies, Portfolio Management, Management, Sales Management, Sales, Structured Products, Finance, Customer Service, Series 8, Securities, Capital Markets, Bonds

Education
Marquette University
Bachelor's Degree, Finance Major

Dominican High School
High School

Charles Adams, CFP® Charles Adams, CFP® Campbell, California Details
Charles Adams, CFP®'s Wachovia Securities Financial Network Experience 2008 - 2009
Job Senior Financial Advisor at an independently owned practice of Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
an independently owned practice of Wells Fargo Advisors Financial Network, LLC   2009 - Present
Wachovia Securities Financial Network   2008 - 2009
A.G. Edwards & Sons, Inc.   2005 - 2008
Morgan Stanley Dean Witter  1996 - 2005

Skills
Investments, Retirement Planning, Finance, Mutual Funds, Wealth Management, Asset Allocation, IRAs, Financial Services, 401k, Financial Planning, Investment Strategies, Asset Management, 401k Rollovers, Roth IRA, Variable Annuities, Life Insurance, Fee-Based, Estate Investment...

Education
Kaplan University   2009 — 2010
B.S., Business Administration

De Anza Junior College   1971 — 1976
A.S., Business Science

Fremont High School   1967 — 1971
High School Diploma

V. John Threlkeld, CWS® V. John Threlkeld, CWS® San Francisco Bay Area Details
V. John Threlkeld, CWS®'s Wachovia Securities Financial Network Experience October 2003 - June 2004
Job Certified Wealth Strategist®, President & Founding Partner Advantage Wealth Advisors Alamo, CA
Industry Financial Services
Experience
Advantage Wealth Advisors   October 2003 - Present
First Allied Securities, Inc.   September 2007 - March 2015
Financial Network Investment Corporation, Member SIPC  June 2004 - September 2007
Wachovia Securities Financial Network   October 2003 - June 2004
UBS  August 2002 - October 2003
Morgan Stanley  January 1998 - August 2002
PaineWebber  August 1996 - January 1998

Skills
Wealth Management, Retirement Planning, Financial Planning, Asset Management, Portfolio Management, Investments, Insurance, Securities, Investment Strategies, Annuities, Alternative Investments, Fixed Income, Series 7, Wealth, Finance, Series 63, Mutual Funds, Asset Allocation, Financial Services, Investment Advisory, Uniform Combined State...

Education
Pepperdine University   1994 — 1996
Business Administration / Finance

Loyola Marymount University   1994 — 1995
Air Science / AFROTC

University of California, Berkeley   1993 — 1994
Pre-Business

Aden Short Aden Short Roanoke, Virginia Area Details
Aden Short's Wachovia Securities Financial Network Experience September 2005 - July 2006
Job Vice President; Craft Brand Manager; Telecom Manager at P. A. Short Distributing Company INC
Industry Wholesale
Experience
P. A. Short Distributing Company INC   January 2010 - Present
Wachovia Securities Financial Network   September 2005 - July 2006

Skills
Customer Service, Leadership, Management, Marketing, Process Improvement, Project Management, Public Speaking, Sales, Research, Sales Management, Strategic Planning, Team Building

Education
The University of Glasgow   2007 — 2009
MSc, Business Administration (Entrepreneurship )

Hampden-Sydney College   2000 — 2004
BA, History, Political Science, Classics

Angela G. Edwards Angela G. Edwards Myrtle Beach, South Carolina Area Details
Angela G. Edwards's Wachovia Securities Financial Network Experience June 2008 - April 2009
Job Owner, Carolina Investment Solutions
Industry Financial Services
Experience
Carolina Investment Solutions   July 1994 - Present
Wachovia Securities Financial Network   June 2008 - April 2009
Horry County State Bank  September 2005 - June 2008

Skills
Retirement Planning, Annuities, Estate Planning, Long Term Care, Financial Planning, Wealth Management, Asset Allocation, Insurance, Fixed Annuities, Long-term Care, 401k, Life Insurance, IRAs, Financial Planners, Retirement, Strategic Financial..., Term Life Insurance, Employee Benefits

Education
University of South Carolina-Columbia   1985 — 1987
M.A.T., English Education

Ithaca College   1976 — 1980
B.A., English

Leah Tynkova Leah Tynkova Orange County, California Area Details
Leah Tynkova's Wachovia Securities Financial Network Experience January 2008 - April 2008
Job VBA Developer at Capital Group Companies
Industry Information Technology and Services
Experience
Capital Group Companies  August 2011 - Present
Apria Healthcare  October 2012 - March 2013
Dysney Studios, IT department   November 2010 - February 2011
Broadcom  June 2010 - November 2010
The Walt Disney Studios  April 2008 - April 2009
Wachovia Securities Financial Network   January 2008 - April 2008
Dynamic Healthcare System   2007 - 2007

Skills
Data Warehousing, Essbase

Education
Moscow State University of Economics, Statistics and Informatics (MESI)    1967 — 1972
Master, Appied Mathenmatics

John Lehman John Lehman Ann Arbor, Michigan Details
John Lehman's Wachovia Securities Financial Network Experience March 2001 - April 2004
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  December 2012 - Present
New York Life Insurance Company  April 2004 - November 2012
Wachovia Securities Financial Network   March 2001 - April 2004
SJS Investment Consulting, Inc.   January 2000 - March 2001
Nationwide Insurance  July 1997 - January 2000

Skills
Life Insurance, Financial Advisory

Education
Muskingum College   1993 — 1997
B.A., Business Major, Accounting Minor

Orange High School   1990 — 1993

Douglas Pembelton Douglas Pembelton Richmond, Virginia Area Details
Douglas Pembelton's Wachovia Securities Financial Network Experience June 2007 - October 2007
Job
Industry Hospital & Health Care
Experience
ACS Healthcare Provider Solutions  April 2011 - April 2013
ACS, a Xerox Company  January 2009 - April 2011
Anthem  December 2009 - June 2010
Anthem Health Care   January 2009 - November 2009
United Healthcare  October 2007 - August 2008
Wachovia Securities Financial Network   June 2007 - October 2007
Genworth Financial  May 2006 - August 2007
Bankers Life and Casualty  October 2005 - May 2006
Capital One  February 2003 - August 2005
Capital One  June 2000 - February 2003

Skills
Business Analysis, Research Project..., Change Management, Software Documentation, Financial Services, Process Improvement, SDLC, Vendor Management, Risk Management, Visio, Insurance, Analysis, Program Management, Data Analysis, SharePoint, Project Management, Requirements Analysis, Strategy, Training, Management

Education
Longwood Universtiy   1992 — 1996
Bachlor of Science

Radford University   1987 — 1991
Bachelor of Science

LINDA CALCAGNI, SHRM-SCP LINDA CALCAGNI, SHRM-SCP Royersford, Pennsylvania Details
LINDA CALCAGNI, SHRM-SCP's Wachovia Securities Financial Network Experience June 1999 - November 2007
Job Human Resources Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  2014 - Present
Wells Fargo  June 2011 - August 2014
Duff & Phelps  November 2007 - June 2011
Wachovia Securities Financial Network   June 1999 - November 2007
Prudential Financial  June 1999 - June 2001
Towers Watson  June 1994 - June 1999
PwC  1991 - 1994

Skills
SPHR, Series 7 & 63 for 10+..., Human Resources, Employee Relations, Strategy, Succession Planning, Performance Management, Talent Management, Workforce Planning, HRIS, Management, Employee Benefits, Leadership, CRM, Change Management, Financial Services

Education
University of Pennsylvania
Master of Science (MS), Organizational Dynamics

La Salle University
Bachelor of Business Administration (BBA), Accounting and Finance

Veronica Batista Veronica Batista Orlando, Florida Details
Veronica Batista's Wachovia Securities Financial Network Experience April 2001 - April 2005
Job Real Estate Sales Associate at Premium Properties Real Estate Services
Industry Information Technology and Services
Experience
Premium Properties Real Estate Services  April 2014 - Present
Attorney Title Fund Services   December 2006 - Present
Premier Mortgage Funding  May 2006 - August 2006
Provide First Layer Technical Support for desktop/network related problems for +125K users   August 2005 - May 2006
Wachovia Securities Financial Network   April 2001 - April 2005
Cablevision  November 2000 - April 2001

Skills
Customer Service, Troubleshooting, Technical Support, Microsoft Office, SharePoint, Real Estate, Real Estate Transactions, Microsoft SQL Server, SQL, Real Property, Windows 7, VPN, Help Desk Support, Testing, Active Directory, Server 2000-2008, Windows XP Pro, iPhone, RACF, Laser Printers, Printer Drivers, Outlook, RAS, TCP/IP protocols, Information Technology, Unix, Quality Assurance, Employee Training, Theatre, Remote Desktop

Education
Nassau Community College   1997 — 1999
Liberal Arts and Sciences/Liberal Studies

Valencia College
Liberal Arts and Sciences/Liberal Studies

Computer Career Center
Computer Systems Networking and Telecommunications

Janece Harper Janece Harper Richmond, Virginia Area Details
Janece Harper's Wachovia Securities Financial Network Experience May 2000 - September 2007
Job Compliance Analyst at Allianz Global Assistance
Industry Insurance
Experience
Allianz Global Assistance  June 2015 - Present
Alstom Power  August 2013 - April 2015
Virginia United Methodist Homes  November 2011 - May 2013
Boehringer Ingelheim  April 2008 - December 2010
Wachovia Securities Financial Network   May 2000 - September 2007

Skills
Data Entry, Training, Administrative..., Administration, Outlook, Spreadsheets, Microsoft Excel, Microsoft Word, Auditing, Software Documentation, Office Management, PowerPoint, Databases, Sales, Microsoft Office, Adobe Acrobat, Pharmaceutical Industry

Education
John Tyler Community College   1986 — 1989
Associate's degree, Office Systems Technology

John Tyler Community College   1986 — 1989
Associate's degree, Business/Office Automation/Technology/Data Entry

Brittney El Brittney El Greensboro, North Carolina Details
Brittney El's Wachovia Securities Financial Network Experience August 2007 - January 2008
Job MLO Servicing Specialist at Bank of America
Industry Banking
Experience
Bank of America  July 2009 - Present
Wachovia Securities Financial Network   August 2007 - January 2008

Skills
Customer Service, Direct Sales, Microsoft Office, Quantitative Research, SPSS, Mortgage Servicing, Lines Of Credit, Collections, Workflow, Notary Public, Strategic Communications, Risk Management, Title Searches, Residential Mortgages, Employee Training, Escalation Resolution, Public Speaking

Education
Guilford College   2006 — 2011
Bachelor of Arts (B.A.), Psychology

Hilary Singleton Hilary Singleton Davidson, North Carolina Details
Hilary Singleton's Wachovia Securities Financial Network Experience 2000 - 2005
Job Banking Professional
Industry Investment Banking
Experience
Bank of America Merrill Lynch  2005 - 2011
Wachovia Securities Financial Network   2000 - 2005
Adecco Group  1999 - 2000
Mama Ricotta's Management   1997 - 1999

Skills
Private Banking, Strategic Finance, Management, Project Management, Training, Bloomberg Software, Einstein, ILX, AS400 system, Actuate Reporting, AML, USA PATRIOT Act, Back Office, Internet Banking, Middle Office, OFAC, Settlement, Operational Risk, Banking, Fixed Income, Securities, Financial Risk, Derivatives, Investment Banking, Bloomberg, Financial Services, Credit, FX Options, Commercial Banking, Credit Risk, Capital Markets, Cash Management, Relationship Management, Portfolio Management, Bonds, Credit Analysis, Operational Risk..., Credit Derivatives, Trading, Swaps, Corporate Actions, Collateral Management, Interest Rate..., Series 7, Mutual Funds, FINRA, Trading Systems, Hedge Funds, Prime Brokerage, Equities

Education
Howard Community College

John Currier Goodson John Currier Goodson Chattanooga, Tennessee Area Details
John Currier Goodson's Wachovia Securities Financial Network Experience November 2000 - March 2009
Job Managing Principal, Goodson Wealth Management
Industry Investment Management
Experience
Myers Point at Sewanee   2004 - Present
Goodson Wealth Management   March 2000 - Present
Wachovia Securities Financial Network   November 2000 - March 2009
Edward Jones Investments  1992 - 2000

Skills
Investments, Real Estate, Wealth Management, Sales, Fundraising, Strategic Planning, Management, Entrepreneurship, Finance, Financial Services, Budgets, Financial Analysis, Business Planning, Portfolio Management, Small Business, Strategic Financial..., Business Strategy, Marketing Strategy, Start-ups, New Business Development, Team Building, Mergers & Acquisitions, Luxury

Education
The University of Dallas   1985 — 1988
MBA, Business Management

Louisiana State University   1979 — 1983
BS, Business Management

Alisa Truax Alisa Truax Houston, Texas Details
Alisa Truax's Wachovia Securities Financial Network Experience May 2008 - February 2009
Job Business Analyst at NRG Energy
Industry Oil & Energy
Experience
NRG Energy  August 2014 - Present
Northern Trust Corporation  May 2014 - August 2014
Northern Trust Corporation  August 2013 - May 2014
J.P. Morgan Private Bank   August 2011 - August 2013
Edgar, Kiker & Cross, P.C., CPA's   February 2009 - August 2011
Wachovia Securities Financial Network   May 2008 - February 2009
Capital One Advisers   July 2005 - May 2008

Skills
Renewable Energy, Solar Energy, Sustainable Energy, Sustainability, Microgeneration, Power Generation, Renewable Energy..., Renewable Energy Markets, Investments, Asset Management, Asset Allocation, Portfolio Management, Analysis, Equities, Strategic Financial..., Securities, Analitical, Private Equity, Investment Banking, Financial Services, Options, Investment Management, Fixed Income, Managed Money, Venture Capital, Investment Brokerage, Portfolio Performance..., Money Managers, Financial Markets, Energy Efficiency, Natural Gas, Natural Gas Trading, Green Infrastructure, Critical Thinking, Financial Analysis

Education
McNeese State University   1997 — 2005
BS in Finance, Finance

Bob Ramsey Bob Ramsey Arlington, Virginia Details
Bob Ramsey's Wachovia Securities Financial Network Experience November 1998 - July 2002
Job Analyst at FBR
Industry Investment Banking
Experience
FBR  2004 - Present
Wachovia Securities Financial Network   November 1998 - July 2002
Process Development Corporation  September 1997 - September 1998

Skills
Investment Banking, Equity Research, Valuation, Bloomberg, Capital Markets, Equities, Financial Modeling, Private Equity, Equity Valuation, Hedge Funds, Fixed Income, LBO, Corporate Finance, DCF, Derivatives, Due Diligence, Emerging Markets, Capital IQ, Alternative Investments, Investments

Education
Hampden-Sydney College
Bachelor of Arts (B.A.), Economics

The College of William and Mary
Master of Business Administration (MBA)

Kristy Roberts Kristy Roberts Greater Atlanta Area Details
Kristy Roberts's Wachovia Securities Financial Network Experience June 1997 - December 1998
Job President/Owner, The Ideal Search, Inc.
Industry Staffing and Recruiting
Experience
The Ideal Search, Inc.   May 2000 - Present
BellSouth & NBC News  January 1999 - April 2000
Wachovia Securities Financial Network   June 1997 - December 1998
University of Tennessee  June 1995 - June 1997
NationsBank  May 1991 - January 1995
New York Marriott Marquis  June 1990 - April 1991

Skills
Recruiting, Talent Acquisition, Executive Search, Technical Recruiting, Contract Recruitment, Applicant Tracking..., Sourcing, Internet Recruiting, Talent Management, Employee Relations, Human Resources, College Recruiting, Onboarding, Interviews, New Business Development, Business Development, Management, Permanent Placement, Resume Writing

Education
Georgia State University - J. Mack Robinson College of Business   1992 — 1995
MBA, Organizational Behavior & Design

University of Colorado Boulder   1986 — 1990

Ryan Carey Ryan Carey Greater New York City Area Details
Ryan Carey's Wachovia Securities Financial Network Experience September 2002 - May 2003
Job RWC Productions (fmr YouTube, Google)
Industry Internet
Experience
RWC Productions   June 2012 - Present
Imgur, LLC   January 2013 - March 2013
Google  May 2010 - March 2012
Google  March 2007 - April 2010
YouTube  September 2006 - February 2007
Advertising.com  2004 - 2006
Assumption University  June 2003 - May 2004
Wachovia Securities Financial Network   September 2002 - May 2003

Skills
Online Advertising, Digital Media, Digital Marketing, Display Advertising, Ad Serving, Web Analytics, Digital Strategy, Mobile Marketing, Mobile Advertising, Google Adwords, DoubleClick, E-commerce, Rich Media, Strategic Partnerships, Ad Networks, Behavioral Targeting, Mobile Devices, Social Media Marketing, Fundraising, Online Content, Personality, Strategic Sales, Video Advertising

Education
Loyola College in Maryland   2000 — 2003
Bachelor of Science

John Carroll University   1998 — 2000
Bachelor of Science (BS)

Gonzaga College High School   1994 — 1998

Darva Oswald Kinney Darva Oswald Kinney Harrisburg, Pennsylvania Area Details
Darva Oswald Kinney's Wachovia Securities Financial Network Experience September 1996 - February 2001
Job Community Associate at West Shore Free Church
Industry Religious Institutions
Experience
West Shore Free Church   January 2013 - Present
West Shore Free Church   September 2011 - January 2013
West Shore Free Church   September 2004 - August 2011
Wachovia Securities Financial Network   September 1996 - February 2001
Paine Webber  January 1996 - May 1997

Skills
Microsoft Office, Customer Service, Promotions, Problem Solving, Event Planning, Team Building, Event Management, Fundraising, Non-profits, Volunteer Management, Nonprofits, Discipleship, Marketing, Pastoral Counseling, Community Outreach, Pastoral Care, Public Speaking, Missions, Theology, Spiritual Direction, Leadership Development, Teaching, Program Development, Leadership

Education
Messiah College

The English School, Vienna, Austria

Rich Schloss Rich Schloss Canton, Ohio Area Details
Rich Schloss's Wachovia Securities Financial Network Experience June 2006 - July 2009
Job Founder/CEO Pend LLC
Industry Information Technology and Services
Experience
Pend LLC   May 2014 - Present
Black River High School   November 2013 - June 2014
Miami University  January 2009 - December 2012
Wachovia Securities Financial Network   June 2006 - July 2009
Genesco  November 2003 - March 2006

Skills
HPLC, Microsoft Word, Microsoft Excel, Sales, Public Speaking, Impromptu Speaking, Coaching, Creative Strategy, Social Media, Social Networking, Data Analysis, Facebook, Market Research, PowerPoint, Microsoft Office

Education
Miami University   2007 — 2012
Bachelor's Degree

Sabine West Sabine West Charlotte, North Carolina Area Details
Sabine West's Wachovia Securities Financial Network Experience 2006 - 2010
Job
Industry Banking
Experience
US Bancorp  July 2015 - Present
Wells Fargo  February 2010 - July 2015
Wachovia Securities Financial Network   2006 - 2010

Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Training, Banking, Credit Risk, Financial Services, Risk Management, Anti Money Laundering, Bank Secrecy Act, Due Diligence, Retail Banking, KYC, Fraud, Risk Assessment

Education
Kaplan University   2010 — 2012
Master of Business Management (MBA), Business Management, Project management

University of North Carolina at Charlotte   2007 — 2009
Bachelor of Applied Science (B.A.Sc.), Psychology

Matthew Sanicola Matthew Sanicola Charlotte, North Carolina Details
Matthew Sanicola's Wachovia Securities Financial Network Experience 2008 - 2008
Job Manager Risk Assurance at PwC
Industry Financial Services
Experience
PwC  July 2014 - Present
Bank of America  2013 - 2014
Deloitte  2012 - 2013
Deutsche Bank  2011 - 2012
Bank of America  2009 - 2011
Wachovia Securities Financial Network   2008 - 2008

Skills
Strategy, Financial Modeling, Risk Management, Finance, Financial Analysis, Banking

Education
Mount St. Mary's University   2005 — 2007
Bachelor of Science (B.S.), Finance and Financial Management Services

Andrew Curtis Shannon Andrew Curtis Shannon Greater Atlanta Area Details
Andrew Curtis Shannon's Wachovia Securities Financial Network Experience April 1999 - February 2001
Job Senior Relationship Manager, Vice President at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank  April 2011 - Present
Wells Fargo Bank  April 2007 - March 2011
Wells Fargo Bank  April 2005 - April 2007
Staten Island Bank   October 2001 - April 2005
United States Airforce  April 1984 - May 2004
AXA Equitable  February 2001 - October 2001
Wachovia Securities Financial Network   April 1999 - February 2001
Bank One  June 1996 - April 1999
Bank One  June 1995 - April 1999

Skills
Commercial Banking, Retail Banking, New Business Development, Credit, Sales, Banking, Building Relationships, Strategic Planning, Sales Operations, Finance, Portfolio Management, Investments, Mortgage Lending, Loans, Negotiation, Risk Management, Analysis, Lines Of Credit, Strategy, Underwriting, Customer Service, Training, CRM, Small Business, Leadership, Commercial Lending, Relationship Management, Insurance, Financial Services, Credit Analysis, Small Business Lending, Business Development, Treasury Management, Consumer Lending, Mergers & Acquisitions, Cross Selling, Strategic Financial..., Financial Risk, Wealth Management

Education
Mercer University   2012 — 2014
Executive MBA, Executive Masters in International Business Administration

Sinclair Community College   1994 — 1998
Marketing/Communications

Dawn Pfaff Dawn Pfaff Baltimore, Maryland Area Details
Dawn Pfaff's Wachovia Securities Financial Network Experience June 2004 - June 2006
Job Trader/Portfolio Assistant at D.F. Dent & Company
Industry Financial Services
Experience
D.F. Dent & Company   September 2010 - Present
SMITH BARNEY  September 2006 - February 2009
Wachovia Securities Financial Network   June 2004 - June 2006
Deutsche Bank  February 1990 - June 2004
Legg Mason  June 1987 - February 1990

Skills
Investments, Microsoft Excel, Portfolio Management, Equities, Asset Management, Mutual Funds, Banking, Financial Services, Series 7, Hedge Funds, Moxy, APX, QuickBooks, Data Exchange, PowerPoint, ACD, Accounts Payable, Payroll, Human Resources, Office Management

Education
McDaniel College
Business Administration and Management, General

Joe Livoti Joe Livoti United States Details
Joe Livoti's Wachovia Securities Financial Network Experience July 2003 - July 2005
Job First Vice President Wealth Management at Janney Montgomery Scott LLC
Industry
Experience
Janney Montgomery Scott LLC  January 2005 - Present
Wachovia Securities Financial Network   July 2003 - July 2005
Prudential Financial  January 1984 - July 2003

Skills
Wealth Management, Finance, Financial Planning, Microsoft Excel, Management, Retirement Planning, Investments, Microsoft Office

Education
Hofstra University
Master of Business Administration (M.B.A.)

Andrew Paquin Andrew Paquin Greater Milwaukee Area Details
Andrew Paquin's Wachovia Securities Financial Network Experience September 2003 - May 2004
Job Sales Executive
Industry Insurance
Experience
Specialty Underwriters  July 2013 - Present
La Luna Foods   December 2008 - December 2012
Seattle Sutton's Healthy Eating  October 2008 - October 2009
True Life Ministries   October 2006 - December 2008
Advantage Capital Management   October 2006 - January 2008
Ramiah Investment Group   May 2004 - October 2006
Wachovia Securities Financial Network   September 2003 - May 2004
Prudential Securities  October 1997 - September 2003

Skills
Business Development, Sales, Marketing, Training, Business Planning, New Business Development, Lead Generation, Public Speaking, Start-ups, Recruiting, Customer Service, Manage Client..., Business Process..., Cost Control, Food Industry, Presentations, Trading Systems, Investment Strategies, Consulting, Life Sciences, Health Sciences, Management, Leadership, Strategic Planning

Education
Milwaukee School of Engineering   1995 — 2000
Bachelor of Science (BS) - Business & Computer Systems, Marketing & Finance

Social.Eyez Media Mgmt Social.Eyez Media Mgmt Greater St. Louis Area Details
Social.Eyez Media Mgmt's Wachovia Securities Financial Network Experience April 2008 - December 2008
Job Consultant, Social Media Mgr
Industry Higher Education
Experience
Social.Eyez.MediaMgmt   January 2007 - Present
Convergys, Inc (Arnold, MO)   January 2011 - June 2012
Wachovia Securities Financial Network   April 2008 - December 2008
TelePacific Communications  July 2007 - March 2008

Skills
Customer Service, Research, Public Speaking, Social Media, Event Planning, Data Analysis, Team Leadership, Leadership, Teamwork, Teaching, Social Media Consulting, Web Design, Microsoft Office 2010, Sharepoint, Project Coordination, Field Dispatch, Desktop Publishing, Graphic Design, Fundraising, Executive Administrative

Education
Kaplan University (online)   2002 — 2005
Certificate, Web Design \ IT

Johnson County Community College   1984 — 1986
Associate's degree, Liberal Arts \ Child Dev & Early Psyche

Nichol Walters Nichol Walters Greensboro/Winston-Salem, North Carolina Area Details
Nichol Walters's Wachovia Securities Financial Network Experience November 2007 - May 2008
Job Account Executive
Industry Facilities Services
Experience
Jani-King of the Triad   September 2010 - November 2014
Greensboro Montessori School  August 2008 - September 2010
YSM Building Maintenance Corporation   February 2008 - September 2010
Wachovia Securities Financial Network   November 2007 - May 2008

Skills
Customer Service, Team Building, Marketing Strategy, Sales Management, New Business Development, Public Speaking, Microsoft Office, Strategic Planning, Advertising, Public Relations, Sales, Social Media, Franchising, Marketing Communications, Budgets, Operations Management, Project Management, Microsoft Excel, Team Leadership, Sales Process, Direct Sales, Training, Cold Calling, Time Management, B2B, Contract Negotiation, Account Management, Marketing, Customer Satisfaction, Management, Negotiation, Sales Operations, Leadership, Coaching, Business Development

Education
Guilford Technical Community College

Regina Burris, MBA, PMP Regina Burris, MBA, PMP Charlotte, North Carolina Area Details
Regina Burris, MBA, PMP's Wachovia Securities Financial Network Experience June 2006 - November 2008
Job Strategic Project Manager at Siemens
Industry Oil & Energy
Experience
Siemens  August 2010 - Present
Siemens  July 2008 - August 2010
Wachovia Securities Financial Network   June 2006 - November 2008
Compass Group North America  1999 - 2004

Skills
Project Management, Project Planning, MS Project, Financial Analysis, Data Analysis, Business Analysis, Requirements Analysis, Procurement, SAP R/3, SAP, Process Improvement, Business Process..., Process Optimization, Managerial Finance, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Access, Cognos, Unix, Purchasing Negotiation, Indirect Purchasing, Rebates, Cost Benefit, Team Leadership, Leadership Development

Education
Montreat College   1999 — 2001
Master of Business Administration (MBA)

Winthrop University
Bachelor's degree

York Technical College
Associate's degree, Accounting

Yvonne Forbes Yvonne Forbes Greater Atlanta Area Details
Yvonne Forbes's Wachovia Securities Financial Network Experience October 2001 - October 2002
Job President/CEO at
Industry Insurance
Experience
Forbes Insurance Services, Inc.   July 2005 - Present
FORBES INSURANCE SERVICES, INC   July 2005 - Present
The Bank Of New York  October 2002 - June 2005
Wachovia Securities Financial Network   October 2001 - October 2002
Aetna  October 1989 - June 2002

Skills
Microsoft Office, Microsoft Excel, Property & Casualty..., Strategic Planning, Risk Management, Project Management, Business Analysis, Underwriting, Microsoft Word, Process Improvement, Commercial Insurance, Financial Services, Health Savings Accounts, Long Term Care Insurance, Fixed Annuities, Term Life Insurance, Long-term Care, Life Insurance, Disability Insurance, Retirement, Account Management, CRM, Leadership, Marketing Strategy, Team Building, Training

Education
Mercy College
Masters Degree, Business Administration and Management, General-Securties, 3.7

Webster Tottress Webster Tottress Dallas/Fort Worth Area Details
Webster Tottress's Wachovia Securities Financial Network Experience June 2006 - February 2008
Job Credit Analyst at Santander Consumer USA Inc.
Industry Financial Services
Experience
Santander Consumer USA Inc.  May 2013 - Present
investing  2003 - 2015
Bank of America  October 2012 - March 2013
Ascension Capital Group  July 2008 - August 2012
Wachovia Securities Financial Network   June 2006 - February 2008
Tom Thumb  February 1999 - August 2003

Skills
Bankruptcy, Mortgage Banking, Account Management, Coaching, Operations Management, Management, Customer Service, Sales, Customer Satisfaction, Team Building, Outlook, Marketing, Microsoft Excel, Strategic Planning, Microsoft Office, Process Improvement

Education
The University of Texas at Arlington   2007 — 2008
Bachelor's degree, Business Finance

Langston University   2003 — 2007
Associate's degree, Finance, General

Nicholas Vanden Heuvel Nicholas Vanden Heuvel Lancaster, Pennsylvania Area Details
Nicholas Vanden Heuvel's Wachovia Securities Financial Network Experience June 2007 - August 2007
Job General Manager at Hajoca Corporation York PA
Industry Wholesale
Experience
Hajoca Corporation - York PA   April 2013 - Present
Hajoca Corporation  October 2009 - April 2013
Thermotron Industries  June 2006 - July 2008
Wachovia Securities Financial Network   June 2007 - August 2007
Best Buy  November 2004 - August 2005

Skills
Economics, PowerPoint, Microsoft Excel, Management, Sales Management, Sales, Finance, Purchasing, Budgets, Training, Microsoft Office, Business Strategy, Business Analysis, New Business Development, Business Planning, Sales Operations, Inventory Management, Forecasting, Customer Service, Account Management, Pricing, Wholesale, Negotiation, Team Building, Leadership, Key Account Management, Marketing, Market Research, Profit

Education
Kalamazoo College   2005 — 2009
Bachelors of Liberal Arts, Economics, Business, History

The University of Bonn   2008 — 2008
German

Robert Blackstone Robert Blackstone Calabasas, California Details
Robert Blackstone's Wachovia Securities Financial Network Experience November 2005 - April 2008
Job Financial Services Professional
Industry Financial Services
Experience
TruFit   October 2012 - Present
West Coast Boot Camp   2009 - September 2012
Wachovia Securities Financial Network   November 2005 - April 2008

Skills
Series 7, Multilingual, U.S. Army 71 Delta, Abraham Lincoln School..., President of...

Education
U.C. Berkeley   1993 — 1997
Bachelor of Science (BS), International Relations and Affairs and International Business

Harvard University Graduate School of Education   1998 — 2000
Education

Erika Vidal Erika Vidal Houston, Texas Details
Erika Vidal's Wachovia Securities Financial Network Experience 2008 - 2009
Job Real Estate Agent at Imagine Realty International
Industry Real Estate
Experience
ReMax Vintage  September 2008 - Present
Imagine Realty International  2012 - 2013
Century21 Realty partners   2012 - 2012
Wachovia Securities Financial Network   2008 - 2009
Bank of America  November 1996 - August 2008
Bank of America  November 1996 - August 2006

Skills
I am certified to..., in the state of Texas., I am bilingual., Worked in the bank..., Mortgage Lending, Loans, Mortgage Banking, FHA, Loan Origination, Refinance, Credit, Banking, Consumer Lending, Commercial Lending, Small Business Lending, Loss Mitigation

Education
Champion School of Realestate   2008 — 2008
Real Estate License

Lone Star College System   1995 — 1998

Jena Bush Jena Bush Richmond, Virginia Details
Jena Bush's Wachovia Securities Financial Network Experience June 2005 - March 2009
Job Senior Mortgage Closer
Industry Financial Services
Experience
NVR, Inc.   March 2012 - July 2015
First Title & Escrow  November 2010 - June 2011
First American Title  February 2010 - November 2010
Wachovia Securities Financial Network   June 2005 - March 2009

Skills
FHA, USDA, Title Insurance, New Home Purchase, New Home Construction, Compliance, Operational Excellence, Communication, Organization, Training, Close Attention to..., Event Planning, Veterans Administration, Closings, Mortgage Lending, Mortgage Banking, Loans, Analysis, Funding, Software Documentation, Refinance, VA Loans, Customer Service, Residential Mortgages, First Time Home Buyers, Investment Properties, Real Estate, FHA Financing, Banking

Education
J Sargeant Reynolds Community College   2006 — 2008
Business Administration, Management and Operations

Virginia Commonwealth University   2003 — 2004
Marketing

David Broderick David Broderick Atlanta, Georgia Details
David Broderick's Wachovia Securities Financial Network Experience October 2001 - November 2003
Job Financial Advisor, Assistant Vice President at Merrill Edge
Industry Financial Services
Experience
Merrill Edge  July 2014 - Present
E*TRADE Financial  May 2012 - June 2014
TD Ameritrade  September 2011 - March 2012
Charles Schwab  February 2007 - August 2011
Key Financial Corporation  November 2003 - November 2004
Wachovia Securities Financial Network   October 2001 - November 2003

Skills
NASD Series 7, 63, 9..., Life/Accident &..., Conversational Spanish, NASD Series 66

Education
College of Financial Planning

Loyola University of Chicago
BA Politic Science, Political Science and Government

Karina A. Elperin, MBA Karina A. Elperin, MBA Greater Chicago Area Details
Karina A. Elperin, MBA's Wachovia Securities Financial Network Experience April 2000 - March 2007
Job Portfolio AssociateMorgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management  March 2013 - Present
Wells Fargo Advisors  January 2010 - March 2013
Morgan Stanley Wealth Management  March 2007 - January 2010
Wachovia Securities Financial Network   April 2000 - March 2007

Education
Keller Graduate School of Management of DeVry University   2001 — 2003
Master of Business Administration (MBA), Finance

Lake Forest College   1997 — 2000
Bachelor of Arts (BA), Business/Managerial Economics

Tracey Ounanian Tracey Ounanian Greater St. Louis Area Details
Tracey Ounanian's Wachovia Securities Financial Network Experience June 2007 - January 2008
Job Account Manager
Industry Food & Beverages
Experience
Duke Manufacturing Co.  October 2012 - Present
Schneider Electric  July 2008 - October 2012
Wachovia Securities Financial Network   June 2007 - January 2008

Skills
Salesforce.com, New Business Development, Sales Management, Account Management, Sales

Education
Missouri State University   2004 — 2008
Bachelor of Science in Marketing with Sales emphasis

John Mack Weaver John Mack Weaver Cumming, Georgia Details
John Mack Weaver's Wachovia Securities Financial Network Experience June 2002 - December 2004
Job Branch Manager, PIM Portfolio Manager at Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Independently owned practice of Wells Fargo Advisors Financial Network, LLC   December 2004 - Present
Wachovia Securities Financial Network   June 2002 - December 2004
First Union Securities  March 2001 - June 2002
Edward Jones  October 1993 - March 2001

Skills
Retirement Planning, Retirement, Investments, Investment Strategies, Portfolio Management, Finance, IRAs, Insurance, Banking, Financial Risk

Education
Harding University   1978 — 1980

Joseph Lombardo Joseph Lombardo Charlotte, North Carolina Area Details
Joseph Lombardo's Wachovia Securities Financial Network Experience January 2009 - March 2009
Job Senior Linux Administrator at Red Ventures
Industry Information Technology and Services
Experience
Red Ventures  June 2014 - Present
Red Ventures  April 2013 - September 2014
Casey Research  March 2012 - May 2013
iContact  August 2011 - March 2012
Guilford College  November 2010 - August 2011
Guilford College  2009 - January 2011
Wachovia Securities Financial Network   January 2009 - March 2009

Skills
OpenStack, PHP, Linux, MySQL, SALT, Databases, Amazon Web Services..., Linux System..., HTML, Web Development, LAMP, Software Development, CSS, Apache, JavaScript, Node.js, Bash, Ruby, AJAX, Puppet, OS X, Git, SQL, jQuery, Web Applications, Unix, Ubuntu, Linux server..., JSON, Open Source, REST, Shell Scripting, JIRA, PHP Applications, Database Administration, Programming, Web Services, Scrum, Test Driven Development, Python, Software Engineering, OOP, Object Oriented Design, Software Design, Continuous Integration, Mac OS X, Bamboo, Github

Education
Guilford College   2009 — 2012
Bachelor's, Computer Science

Giorgiana Gatchell Giorgiana Gatchell Medford, New Jersey Details
Giorgiana Gatchell's Wachovia Securities Financial Network Experience August 2002 - May 2003
Job Massage Therapist/Owner at Waves of Serenity
Industry Health, Wellness and Fitness
Experience
Waves of Serenity   February 2012 - Present
United States Air Force  November 2008 - May 2010
United States Air Force  November 2008 - May 2010
Wachovia Securities Financial Network   August 2002 - May 2003
Hilton Worldwide  January 2002 - January 2003

Education
Harris School of Business-Cherry Hill Campus   2011 — 2012
certification, Massage Therapy/Therapeutic Massage

Rio Salado College   2002 — 2007
Associate's degree, Business Administration and Management, General

Gina Cocklereece Gina Cocklereece Greensboro/Winston-Salem, North Carolina Area Details
Gina Cocklereece's Wachovia Securities Financial Network Experience November 1996 - March 2002
Job Investment Banker at BB&T Capital Markets
Industry Investment Banking
Experience
BB&T Capital Markets  July 2002 - Present
Wachovia Securities Financial Network   November 1996 - March 2002
Wachovia Bank  September 1993 - November 1996

Education
Guilford College   1979 — 1983
Bachelor of Science (B.S.), Business Administration

University of Virginia Darden School of Business   1989 — 1989
3 week program for young managers

Darla (Peterson) Loy Darla (Peterson) Loy Frontenac, Kansas Details
Darla (Peterson) Loy's Wachovia Securities Financial Network Experience March 2004 - August 2004
Job Individual & Family Services Professional
Industry Individual & Family Services
Experience
TFI Family Services  August 2004 - Present
TFI Family Services  2004 - 2013
Wachovia Securities Financial Network   March 2004 - August 2004

Skills
People-oriented, Communication Skills, Professional Services, Computer Proficiency, Typing, Adding Machine, Phone Etiquette, Windows, Microsoft Excel, PowerPoint, Microsoft Publisher, Microsoft Word, Highly personable, Clerical Skills, Databases, Data Entry, Bookkeeping, Accounts Payable, Social Services, Filing, Office Administration, Positive Can-do Attitude, Customer Service, Office Equipment, Facilities Management, Facility Safety, Family Services, Internet, Invoice Processing, Vehicle Maintenance, Vehicle Tracking, Fleet Management, Front Office, Back Office, Background Checks, Lync Server 2010, Purchase Orders, Employee Handbooks, Supply Ordering, Receptions, Accounts Receivable, Accurate Data Entry, Spreadsheets, Problem Solving, Appointment Scheduling, Benefits Administration

Education
Missouri Southern State University   1985 — 1987
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General

Liberal High School, Liberal MO   1982 — 1985
General, High School Diploma

francis tapfumaneyi francis tapfumaneyi Hartford, Connecticut Area Details
francis tapfumaneyi's Wachovia Securities Financial Network Experience June 2006 - August 2006
Job Revenue Cycle Site Manager at Hartford Healthcare
Industry Hospital & Health Care
Experience
Hartford HealthCare  June 2015 - Present
Accretive Health  October 2013 - April 2015
Huron Consulting Group  December 2012 - October 2013
Huron Consulting Group  January 2010 - November 2012
Citi  May 2008 - August 2008
JP Morgan  May 2007 - August 2007
Wachovia Securities Financial Network   June 2006 - August 2006

Skills
Process Improvement, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investment Banking, Capital Markets, Risk Management, Investments, Private Equity, Due Diligence, Data Analysis, Management Consulting, Bloomberg, Equities, Portfolio Management, Business Analysis, Banking, Finance, Change Management

Education
Howard University   2006 — 2009
Bachelor of Arts, Finance

Southern Methodist University

Shanaya Anderson Shanaya Anderson Houston, Texas Details
Shanaya Anderson's Wachovia Securities Financial Network Experience December 2002 - February 2005
Job Virtual School Coordinator at Aldine ISD
Industry Education Management
Experience
Aldine ISD  July 2014 - Present
Aldine ISD  August 2006 - June 2014
Burr Wolff  February 2005 - August 2006
Wachovia Securities Financial Network   December 2002 - February 2005

Skills
Team Oriented, Self Starter, Hard Worker, Accounting, Administration, Banking, Customer Service, Excel, Education, Microsoft Office, Organizing, PowerPoint, Quickbooks, Teaching, Tax, Windows, Time Management

Education
Lamar University   2008 — 2012
Master’s Degree, Educational Leadership

University of Houston-Victoria   2006 — 2008
Master of Business Administration (MBA), Strategic Management

University of Houston-Downtown   2000 — 2004
Bachelor of Business Administration (B.B.A.), Accounting

Jennifer Krepel Jennifer Krepel Greater Chicago Area Details
Jennifer Krepel's Wachovia Securities Financial Network Experience December 2003 - July 2004
Job Flooring Boutique
Industry Recreational Facilities and Services
Experience
Krepel Headquarters   July 2014 - Present
Highland Capital Brokerage  April 2009 - July 2014
Sentinel Management Group   January 2005 - March 2008
Sky Bell Asset Management   July 2004 - January 2005
Wachovia Securities Financial Network   December 2003 - July 2004
Mina Capital Mangement   November 2000 - December 2003
First Union Securities  January 1997 - November 2000
EVEREN Securties   September 1995 - January 1997

Skills
Insurance, Life Insurance, Disability Insurance, Long-term Care, Term Life Insurance, Retirement Planning, Sales Management, IRAs, Series 6, Brokers, Health Insurance, Mutual Funds, Customer Service, PowerPoint, Sales, Series 63, Management, Microsoft Excel, Microsoft Office, Strategic Planning, Microsoft Word, Team Building

Education
Harper College   1992 — 1995
Associate of Arts (A.A.), Psychology

Barrington High School   1989 — 1992
Associate of Arts (A.A.), Criminal Justice and Corrections

Kai Mumford Kai Mumford Richmond, Virginia Area Details
Kai Mumford's Wachovia Securities Financial Network Experience 2002 - 2003
Job Kindergarten Teacher at Laburnum Elementary School
Industry Education Management
Experience
Laburnum Elementary School   January 2015 - Present
Henrico County Public Schools  March 2012 - Present
Richmond Public Schools  November 2013 - June 2014
Intercept Youth Services  November 2011 - April 2013
KaiLynn Jewelry Design   April 2011 - June 2012
Wachovia Bank  November 1997 - October 2011
Wachovia Securities Financial Network   2002 - 2003

Skills
Customer Service, Special Education, Elementary Education, Public Speaking, Tutoring, Classroom, Teaching, Fundraising, Behavior Management, Nonprofits

Education
Liberty University   2012 — 2015
Master's Degree, Special Education and Elementary Education, 3.8 GPA

Virginia Commonwealth University   2007 — 2010
BA, African-American Studies, Media Studies

Will Battle Will Battle Richmond, Virginia Area Details
Will Battle's Wachovia Securities Financial Network Experience 2008 - 2009
Job Managing Partner, Quality Software Consulting, LLC
Industry Information Technology and Services
Experience
McGuireWoods  January 2009 - Present
Quality Software Consulting, LLC   March 2003 - Present
Wachovia Securities Financial Network   2008 - 2009
CareFirst BlueCross BlueShield  2006 - 2008
SunTrust Mortgage  2003 - 2006
Capital One Financial  1996 - 2002

Skills
Bank and Mortgage IT, Healthcare IT, Legal IT, SDLC, Project Management, Quality Center, Quality Assurance, Testing, PMO, Enterprise Software, Integration, IT Strategy, Test Automation, IT Management, Requirements Analysis, Vendor Management, Business Analysis, Project Planning, Enterprise Architecture, Process Improvement, Program Management, Software Project..., SharePoint, Information Technology, Healthcare Information..., Leadership, Management, PMP, Business Intelligence, Software Development, Business Process..., Business Process, Agile Methodologies, Project Portfolio..., Requirements Gathering, ITIL, Visio, MS Project, HP Quality Center

Education
Hampton University
BA, Applied Math and Computer Science

Stevens Institute of Technology
MS, Computer Science

Scott Maze Scott Maze Saint Louis, Missouri Details
Scott Maze's Wachovia Securities Financial Network Experience 2006 - 2009
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

Terri Hilmes Terri Hilmes Greater St. Louis Area Details
Terri Hilmes's Wachovia Securities Financial Network Experience October 2008 - February 2009
Job Business Leader | Relationship Manager | Analytics Consultant | Project Manager | Learning and Development Manager
Industry Financial Services
Experience
Wells Fargo Advisors  February 2010 - Present
Wachovia Securities Financial Network   October 2008 - February 2009
A.G. Edwards   June 2007 - October 2008
A. G. Edwards   January 2006 - June 2007
A.G. Edwards   September 1997 - January 2006
AT&T  October 1992 - September 1997
AT&T  May 1989 - October 1992

Skills
Project Management, Systems Analysis and..., Microsoft Office..., ADDIE Training..., Data Management, Business Intelligence, PeopleSoft, Structured Query..., Data Warehousing

Education
Illinois State University
Bachelor of Science, Applied Computer Science Economics

Shelia A. Phillips, PMP Shelia A. Phillips, PMP Richmond, Virginia Area Details
Shelia A. Phillips, PMP's Wachovia Securities Financial Network Experience August 2003 - March 2006
Job Director of Project Management Office (PMO) at VHDA
Industry Financial Services
Experience
Virginia Housing Development Authority  August 2007 - Present
Core Consulting  December 2006 - August 2007
Edgenet  June 2006 - December 2006
Wawa, Inc.   March 2006 - July 2006
Wachovia Securities Financial Network   August 2003 - March 2006
Response Time   December 2002 - August 2003
Capital One  October 2000 - December 2002

Skills
Business Analysis, Project Management, Project Portfolio..., Program Management, Consulting, Portfolio Management, SDLC, Security, PMO, Strategy, Business Intelligence, PMP, Enterprise Architecture, Budgets, Cross-functional Team..., ITIL, Information Technology, Analysis, Vendor Management, Management, Training, Strategic Planning, Leadership

Education
University of Tennessee-Knoxville   1982 — 1984
Management Information Systems

Jackson State Community College   1979 — 1981
Management Information Systems, Information Technology, Business

Adamsville High School   1976 — 1979
Salutatorian of Graduating Class, Pre-Management Information Systems

Leslie Blanco-Ishoo Leslie Blanco-Ishoo Greater New York City Area Details
Leslie Blanco-Ishoo's Wachovia Securities Financial Network Experience 1993 - 2000
Job Vice President BDO Healthcare Practice at Citizens Financial Group, Inc.
Industry Banking
Experience
Citizens Financial Group, Inc.   July 2015 - Present
Sterling National Bank  May 2014 - July 2015
Sleepy Hollow Tarrytown Chamber of Commerce   December 2012 - December 2014
KeyBank  January 2012 - May 2014
Bank of America  August 2011 - February 2012
Bank of America Home Loans  May 2008 - July 2011
Wells Fargo  2008 - 2009
Countrywide  2003 - 2008
Wachovia Securities Financial Network   1993 - 2000
Citibank  1991 - 2000

Skills
Mortgage Lending, Mergers, Team Leadership, Change Management, Recruiting, Investment Banking, Credit

Education
Manhattanville College   1984 — 1987
Bachelor's degree, Management and Spanish

Heather Hausmann Heather Hausmann Farmington, Michigan Details
Heather Hausmann's Wachovia Securities Financial Network Experience August 2006 - June 2008
Job Client Relationship Manager at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch  July 2015 - Present
Merrill Lynch  September 2014 - July 2015
Morgan Stanley  March 2012 - September 2014
Morgan Stanley Smith Barney  September 2010 - March 2012
Morgan Stanley Smith Barney  July 2008 - September 2010
Wachovia Securities Financial Network   August 2006 - June 2008

Skills
Series 7, Series 63, Series 6, Series 66, Series 3, Series 9, Series 10, Licensed Life & Health..., Microsoft Excel, Concur, PeopleSoft, Peopleclick, PowerPoint, Retirement Planning, Series 24, Strategic Financial..., Wealth Management..., Uniform Combined State..., 401k, Series 65, Life & Health Insurance..., FINRA, Alternative Investments, Investment Advisory, Investment Strategies, Asset Allocation, Mutual Funds, Securities, Financial Planning, Finance, Financial Services, Management, Banking, Asset Management, Investments, Wealth Management

Education
Saginaw Valley State University   2002 — 2004
Bachelor of Science (B.S.), Psychology/Criminal Justice

Grand Valley State University   2001 — 2002
Bachelor of Science (B.S.), Psychology

Dayna May Dayna May Greater Atlanta Area Details
Dayna May's Wachovia Securities Financial Network Experience March 2003 - August 2004
Job Supervisory Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Securities   May 2014 - Present
J.P. Morgan Securities   January 2013 - May 2014
J.P. Morgan   June 2012 - January 2013
Deutsche Bank Alex Brown  January 2012 - June 2012
Deutsche Bank Alex Brown  November 2004 - December 2011
Fidelity Investments  August 2004 - November 2004
Wachovia Securities Financial Network   March 2003 - August 2004
Morgan Stanley Dean Witter  May 2001 - October 2002

Skills
Bonds, Wealth Management, Securities, Asset Management, Microsoft Excel, Financial Analysis, Hedge Funds, Investments, Portfolio Management, PowerPoint, Series 7, Financial Modeling

Education
The University of Georgia   1999 — 2001
Bachelor's degree, Public Relations, Advertising, and Applied Communication

Georgia State University   1997 — 1998

Mark Wolters Mark Wolters Urbana-Champaign, Illinois Area Details
Mark Wolters's Wachovia Securities Financial Network Experience 1999 - 2005
Job University Professor
Industry International Trade and Development
Experience
University of Illinois at Urbana-Champaign  August 2011 - Present
Instituto Superior de Economia e Gestao, Universidade Tecnica de Lisboa   January 2011 - August 2011
Universidade Nova de Lisboa  September 2007 - August 2011
Klaipeda University   2005 - 2005
Brandscape   2003 - 2005
Vilnius Business College   2003 - 2005
Wachovia Securities Financial Network   1999 - 2005

Skills
Personable, Globally..., Business Strategy, Presenting to Clients, Economics, Portuguese, International Business, Entrepreneurship, Management Consulting, Strategy, Spanish, Marketing, English, Presenting to Senior..., Teaching, Market Research, Data Analysis, Corporate Finance, International Relations, Marketing Strategy, Lecturing

Education
Universidade Técnica de Lisboa   2006 — 2011
PhD, Management

Humboldt University of Berlin   1999 — 2002
M.Sc., Economics and Management Science

University of Illinois at Urbana-Champaign   1995 — 1999
B.S., Business Administration Marketing

Universidade Nova de Lisboa

Jerome Galvin III Jerome Galvin III Greater New York City Area Details
Jerome Galvin III's Wachovia Securities Financial Network Experience March 1998 - September 2004
Job Vice President/AGA at The Smith Companies
Industry Financial Services
Experience
The Smith Companies   August 2006 - Present
MetLife  September 2004 - July 2006
Wachovia Securities Financial Network   March 1998 - September 2004

Skills
Series 7, Series 63, Financial Advisory

Education
Lafayette College   1975 — 1981
Bachelor of Arts (BA), Economics and Finance

Monica Sharper-Brown Monica Sharper-Brown Glen Allen, Virginia Details
Monica Sharper-Brown's Wachovia Securities Financial Network Experience 1996 - 2010
Job Personal Banker at WellsFargo Bank N.A.
Industry Financial Services
Experience
Acti-Kare   2012 - Present
Wells Fargo  April 1996 - Present
Wachovia Securities Financial Network   1996 - 2010

Education
James Madison University - College of Business   1990 — 1994
Bachelor of Business Administration, Accounting

Windy Miller Windy Miller San Antonio, Texas Area Details
Windy Miller's Wachovia Securities Financial Network Experience 2000 - 2005
Job Staff Appraiser
Industry Real Estate
Experience
USAA  November 2012 - Present
Lender Processing Services, Inc. (LPS)   December 2009 - November 2010
Miller Appraisal   October 2008 - April 2010
Wachovia Bank  2001 - 2008
Wachovia  2001 - 2008
Wachovia Securities Financial Network   2000 - 2005
World Savings  June 1998 - October 2001

Education
Midwestern State University   1988 — 1990

Lisa Altomonte Lisa Altomonte Greater Philadelphia Area Details
Lisa Altomonte's Wachovia Securities Financial Network Experience June 1997 - June 2001
Job Retail Underwriting Supervisor at Franklin American Mortgage Company
Industry Financial Services
Experience
Franklin American Mortgage Company  January 2015 - Present
Franklin American Mortgage Company  May 2009 - Present
Freedom Mortgage  January 2006 - November 2008
Bank of America  May 2003 - January 2006
Wachovia Securities Financial Network   June 1997 - June 2001
The Huntington Mortgage Company   June 1996 - June 1997
American Family Financial Services  April 1993 - June 1996

Skills
Residential Mortgages, FHA, Loans, Mortgage Lending, Mortgage Banking, VA LAPP CERTIFIED, Refinance, FHA financing, Loan Servicing, Portfolio Management, HUD, Loan Origination, USDA, Banking, First Time Home Buyers, Direct Endorsement..., Calyx Point, Fannie Mae, FHLMC, Microsoft Office, Microsoft Word, Remote Desktop

Education
Hofstra University   1988 — 1992
B.A., Communications

Cherry Hill High School East   1984 — 1988

Gregory Mondesir Gregory Mondesir Phoenix, Arizona Area Details
Gregory Mondesir's Wachovia Securities Financial Network Experience June 2008 - February 2010
Job Managing Member at MVG
Industry Financial Services
Experience
MVG   February 2014 - Present
JPMorgan Chase  February 2010 - Present
JPMC-Morgan Chase   October 2010 - February 2014
Wachovia Securities Financial Network   June 2008 - February 2010

Skills
Series 63, Wealth Management, Investments, Strategic Financial..., Mutual Funds, Fixed Annuities, Retirement, Portfolio Management, Securities

Education
Hampton University

Devlyn Lorenzen Devlyn Lorenzen Charlotte, North Carolina Area Details
Devlyn Lorenzen's Wachovia Securities Financial Network Experience October 2007 - September 2008
Job Senior Administrative Assistant at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors  February 2005 - Present
Wells Fargo Advisors, LLC  September 1998 - Present
Wachovia Securities Financial Network   October 2007 - September 2008

Skills
Felting, Art, Customer Service, Microsoft Office, Crochet, Outlook, Access, Microsoft Excel, Microsoft Word, Data Entry, PowerPoint, Highly detail oriented, Recruiting, Building Relationships, Administrative..., Team Building, Budgets, Office Management, Travel Planning, Expense Reports, Invoicing, Event Planning, Temporary Placement, Performance Management, Cultural Diversity, Executive..., Employee Training, Hiring, Office Administration, Travel Arrangements, Human Resources

Education
Iowa State University   1988 — 1992
BFA, Interior Design

Allison Brody Allison Brody Norfolk, Virginia Area Details
Allison Brody's Wachovia Securities Financial Network Experience 2006 - 2007
Job Director of Community Resource Development and Engagement at Williamsburg Health Foundation
Industry Nonprofit Organization Management
Experience
Williamsburg Health Foundation   January 2014 - Present
Child Development Resources  October 2007 - December 2013
Prospect Research and Grant Writing   2005 - 2009
Wachovia Securities Financial Network   2006 - 2007
Colonial Williamsburg Foundation  1993 - 1996

Skills
Grant Writing, Editing, Writing, Non-profits, Fundraising, Volunteer Management, Community Outreach, Public Speaking, Event Planning, Public Relations, Strategic Planning, Social Media, Research, Event Management, Proposal Writing, Leadership Development, Nonprofits, Program Management, Philanthropy, Strategic Communications, Community Development, Program Development, Newsletters, Board Development, Public Policy, Media Relations, Teaching, Grants

Education
Harvard University   1985 — 1989
AB, English

Holton-Arms   1978 — 1985
high school

Kathleen Gorman, MDiv Kathleen Gorman, MDiv Greater Denver Area Details
Kathleen Gorman, MDiv's Wachovia Securities Financial Network Experience November 2002 - October 2004
Job Energy Practitioner at Discover Your Soul!
Industry Hospital & Health Care
Experience
Discover Your Soul!   March 2014 - Present
Suncrest Hospice  September 2013 - Present
Church Of The Holy Family  August 2007 - Present
PeopleFirst Hospice   October 2011 - September 2013
Colorado Community Hospice   February 2011 - January 2012
VistaCare Hospice  October 2006 - February 2011
Wachovia Securities Financial Network   November 2002 - October 2004
Gorman Consulting Services   May 1987 - October 2002
Coopers and Lybrand  August 1983 - April 1987

Skills
Reiki, Chaplaincy, Pastoral Care, Pastoral Counseling, Memorials, Weddings, Ministries, Meditation, Patient Advocacy, Hospice, Life Coaching, Retreats, Leadership Development, Coaching, Community Outreach, Preaching, Non-profits, Public Speaking, Stress Management, Elder Care, Ministry Development, Teaching, Religion, Compassion, Biblical Studies

Education
Iliff School of Theology   2006 — 2008
MDiv, Pastoral Care

Spring Hill College   1979 — 1983
MSC, Accounting

Nancy West Nancy West Charlottesville, Virginia Area Details
Nancy West's Wachovia Securities Financial Network Experience March 2006 - September 2008
Job Customer Service Representative
Industry Consumer Services
Experience
W. E. Brown   September 2015 - Present
University of Virginia Health System  August 2014 - December 2014
Monticello Area Community Action Agency (MACAA)   August 2013 - July 2014
Virginia Employment Commission  January 2012 - August 2013
Albemarle County Department of Social Services   September 2010 - January 2012
Virginia Employment Commission  May 2009 - September 2010
Wachovia Securities Financial Network   March 2006 - September 2008

Skills
Coordination, Coaching, Interviews, Marketing, Career Counseling, Direct Sales, Customer Service, Event Planning, Human Resources, Leadership, Marketing Strategy, Nonprofits, Public Speaking, Social Media, Team Building, Training

Education
University of Notre Dame - Mendoza College of Business   1983 — 1985
M.B.A., Marketing

Kalamazoo College   1978 — 1981
B.A., Economics

Cara Weaver Cara Weaver Atlanta, Georgia Details
Cara Weaver's Wachovia Securities Financial Network Experience May 2004 - March 2006
Job Brand Ambassador, Trainer at Nike
Industry Health, Wellness and Fitness
Experience
Nike  February 2014 - Present
Flywheel Sports  February 2012 - Present
Juice Bar Atlanta   January 2015 - June 2015
The Forum Athletic Club  January 2007 - April 2010
Regions Bank  March 2006 - March 2007
Wachovia Securities Financial Network   May 2004 - March 2006

Skills
Financial Modeling, Customer Service, Fitness, Personal Training, Fitness Consulting, Fitness Training, Yoga, Management, Nutrition, Event Planning, Leadership, Social Networking, Accounting, Marketing Strategy, Public Speaking, Strength Training, Brand Ambassadorship, Sports Nutrition

Education
Georgia State University   2000 — 2003
BA, Accounting

Michael Kane, CRPC® Michael Kane, CRPC® Greater New York City Area Details
Michael Kane, CRPC®'s Wachovia Securities Financial Network Experience January 2004 - May 2006
Job Financial Advisor for Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2006 - Present
Wachovia Securities Financial Network   January 2004 - May 2006
Sanford C. Bernstein  February 2002 - January 2004

Education
Marist College   1993 — 1997
Bachelors

Anne H Dunn Anne H Dunn Charlotte, North Carolina Area Details
Anne H Dunn's Wachovia Securities Financial Network Experience May 1998 - December 2000
Job Director at College Planning Professionals of the Carolinas
Industry Financial Services
Experience
College Planning Professionals of the Carolinas   June 2014 - Present
Central Piedmont Community College  July 2009 - Present
NC Dept of Commerce, Div of Workforce Solutions   October 2009 - August 2013
TIAA-CREF  April 2005 - January 2009
C.E.O. Inc   December 2004 - February 2005
Charlotte Mecklenburg Schools  August 2004 - November 2004
Sterling Capital Management  September 2001 - April 2004
CitiStreet  January 2000 - September 2001
Wachovia Securities Financial Network   May 1998 - December 2000
WACHOVIA SECURITIES, INC  January 1998 - January 2000

Skills
Investments, Customer Relations, Research, Financial Services, Public Speaking, Process Improvement, Data Analysis, Training, Coaching, Customer Service, Career Counseling, Workshop Facilitation, Career Development, Insurance, Instructional Design, Adult Education, E-Learning, Interviews, Human Resources, Teaching, Leadership, Higher Education

Education
State University of New York at Stony Brook   1976 — 1979
BA, English

Nassau Community College   1971 — 1973
AA, Liberal Arts

Central Piedmont Community College

Jennel Blanks Jennel Blanks Greater Philadelphia Area Details
Jennel Blanks's Wachovia Securities Financial Network Experience March 2006 - March 2009
Job Sr. Accountant Budget Analyst at Public Health Management Corporation
Industry Financial Services
Experience
Public Health Management Corporation  March 2015 - Present
Liberty Resources Inc  January 2010 - March 2015
Liberty Resources Inc  2010 - 2012
Wachovia Securities Financial Network   March 2006 - March 2009

Skills
Community Outreach

Education
Keller Graduate School of Management of DeVry University   2010 — 2012
Master of Business Administration (M.B.A.), Certificate in Financial Analysis

Indiana University of Pennsylvania   1998 — 2001
Bachelors, Accounting

Lathan Wells Lathan Wells Richmond, Virginia Area Details
Lathan Wells's Wachovia Securities Financial Network Experience 2007 - 2009
Job Project Coordinator at Enclos
Industry Financial Services
Experience
RushtheCourt.net   October 2013 - Present
Enclos  February 2015 - Present
Allianz Global Assistance  October 2010 - June 2014
Bank of America  April 2009 - October 2010
RVANews.com   2010 - 2010
Wachovia Securities Financial Network   2007 - 2009
Palari Publishing   2008 - 2008
Hanover Herald-Progress   2000 - 2002

Skills
Business Analysis, Process Improvement, Project Management, Vendor Management, Business Process..., Data Analysis, Requirements Analysis, Customer Service, Risk Management, Analysis, PowerPoint, Marketing Communications, Strategic Planning

Education
University of Villanova Online   2008 — 2009
Green Belt, Six Sigma

James Madison University   2002 — 2006
BA, English

Atlee High School   1999 — 2002

Donna Sullivan Donna Sullivan United States Details
Donna Sullivan's Wachovia Securities Financial Network Experience November 2001 - January 2007
Job Administrative Manager, V.P. Merrill Lynch South Jersey Complex
Industry Financial Services
Experience
Merrill Lynch  May 2014 - Present
Prestige Wealth Management Group  August 2012 - May 2014
Wells Fargo Advisors, LLC  January 2007 - August 2012
Wachovia Securities Financial Network   November 2001 - January 2007
Prudential Securities  November 1998 - November 2001
Prudential Securities  November 1996 - November 1998
Prudential Securities  December 1991 - November 1996

Skills
Risk Management, Compliance, GIPS Compliance, Unified Managed Accounts, SEC filings, FINRA, Securities, Insurance, Investment Advisory, Series 63, Series 7, Series 65, Series 24, Series 3, Series 8 (9/10)

Education
Monmouth University   1994 — 1999
MBA, Business Administration and Management, General

Rutgers University-New Brunswick   1986 — 1990
BA, Communication, History

Jazminia Griffith Jazminia Griffith Alexandria, Virginia Details
Jazminia Griffith's Wachovia Securities Financial Network Experience January 2007 - December 2007
Job Senior Consultant, Marketing & Communications Design House at Booz Allen Hamilton
Industry Government Relations
Experience
Booz Allen Hamilton  October 2014 - Present
Booz Allen Hamilton  March 2009 - Present
Booz Allen Hamilton  April 2008 - March 2009
National Council of Teachers of Mathematics - NCTM  January 2008 - April 2008
Wachovia Securities Financial Network   January 2007 - December 2007
James Madison University  May 2007 - June 2007
James Madison University  May 2006 - June 2006
Essence Magazine  June 2005 - August 2005

Skills
Graphic Design, Branding & Identity, Project Management, Typography, Adobe Creative Suite, Creative Consultation, Collaborative Problem..., SharePoint, HTML, Adobe Acrobat, Dreamweaver, Illustrator, Brochures, Logo Design, Layout

Education
James Madison University   2001 — 2006
B.F.A., Graphic Design

Candace Connors Candace Connors Jacksonville, Florida Details
Candace Connors's Wachovia Securities Financial Network Experience 2002 - 2006
Job Office Manager at Beltone New England
Industry Hospital & Health Care
Experience
Beltone New England  September 2013 - Present
Rock Hill School District  August 2006 - July 2012
Wachovia Securities Financial Network   2002 - 2006

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Strategic Planning

Education
UNCC   1999 — 2002
MHA, Health/Health Care Administration/Management

Ithaca College   1992 — 1996
Bachelor of Science (BS), Education/Teaching of Individuals with Speech or Language Impairments/Audiology

Sharon Greene Sharon Greene Charlotte, North Carolina Area Details
Sharon Greene's Wachovia Securities Financial Network Experience June 2002 - December 2005
Job Experienced human resources, product management, AML/Fraud, business analyst, project management, banking professional.
Industry Banking
Experience
Tek Systems c/o Wells Fargo   August 2011 - November 2011
Ettain Group c/o Bank of America   January 2011 - July 2011
Charlotte Mecklenburg Schools  April 2008 - March 2009
Bank of America  July 2006 - March 2008
Wachovia Securities Financial Network   June 2002 - December 2005
The Vanguard Group  April 1998 - May 2002
Bank of America  March 1988 - March 1998

Skills
Visio

Education
University of Phoenix   2003 — 2005
MBA, Master Business Administration/Healthcare Management

Montreat College   1998 — 2001
BBA, Bachelor Business Administration

Sharon Beckles Sharon Beckles Tampa/St. Petersburg, Florida Area Details
Sharon Beckles's Wachovia Securities Financial Network Experience January 2001 - July 2004
Job Operations Supervisor at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co.   June 2014 - Present
JPMorgan Chase & Co.   May 2010 - June 2014
JP Morgan Chase  November 2007 - May 2010
Citi  August 2004 - November 2007
Wachovia Securities Financial Network   January 2001 - July 2004
JPMorgan Chase & Co.   January 1998 - January 2001

Skills
Business Analysis, Process Improvement, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Project Management, Regression Testing, SDLC, Vendor Management, Microsoft Office, Banking, Management

Education
Marymount University   1993 — 1995
Master's Degree, Management Information Systems and Services

University of North Carolina at Charlotte   1989 — 1993
Bachelor's Degree, Computer Science

Cornell University via eCornell
Managing Dynamic Teams

Desmond O'Quine Desmond O'Quine Greater Nashville Area Details
Desmond O'Quine's Wachovia Securities Financial Network Experience December 2005 - May 2007
Job QC Inspector
Industry Consumer Services
Experience
Desoto Treated Materials   January 2012 - Present
BP  April 2010 - December 2011
Saint Thomas Hospital  January 2009 - December 2009
Fifth Third Bank  May 2007 - January 2009
Wachovia Securities Financial Network   December 2005 - May 2007
Ameriquest Mortgage  October 2004 - December 2005
West Tennessee Healthcare  December 2001 - October 2004
Macon Peaches   February 2003 - September 2003
Tampa Bay Rays  June 2002 - February 2003
Selma Cloverleafs   February 2002 - June 2002

Skills
Quality Assurance, Supervisory Skills, Mortgage Lending, Quality Control, Leadership

Education
University of Tennessee at Martin   1999 — 2000
Bachelor of Science (B.S.), Sociology

Louisiana Tech University   1998 — 1999
Sociology

Mississippi Gulf Coast Community College   1996 — 1998
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies

Elizabeth E. Mond Elizabeth E. Mond Charlotte, North Carolina Details
Elizabeth E. Mond's Wachovia Securities Financial Network Experience August 2006 - January 2007
Job Project Coordinator/BAFinancial Analyst
Industry Financial Services
Experience
TIAA-CREF  October 2013 - March 2014
Duke Energy Corporation  March 2009 - December 2011
AREVA NP  April 2007 - November 2007
Wachovia Securities Financial Network   August 2006 - January 2007
Kennedy Covington  March 2001 - March 2003
Moore & Van Allen, PLLC   1999 - 2001

Skills
CAPM candidate, Forecasting, Training, Financial Analysis, Analysis

Education
McGill University
Language, Literature, French

James R Bruch James R Bruch United States Details
James R Bruch's Wachovia Securities Financial Network Experience 1990 - 2005
Job
Industry
Experience
Wachovia Securities Financial Network   1990 - 2005
Savings of America Service Corp   1989 - 1990
First Union National Bank  1986 - 1990
Policy Management Systems Corp  1984 - 1985
Colonial Life & Accident Ins. Co.   1980 - 1984
Fairchild Camera and Instrument Co   1976 - 1980
Electronic Data Systems  1970 - 1976

Education
San Jose State University   1964 — 1966
Business Administration and Management, General

Monterey Peninsula College   1962 — 1964
Associate of Arts (AA), Data Processing

Brian Adlich Brian Adlich Murray, Kentucky Details
Brian Adlich's Wachovia Securities Financial Network Experience May 2007 - August 2009
Job Materials Handler at Briggs & Stratton
Industry Consumer Goods
Experience
Briggs & Stratton  January 2011 - Present
Wachovia Securities Financial Network   May 2007 - August 2009
Wachovia Securities Financial Network   2007 - 2009

Skills
Management, Analysis, Finance, Customer Service, Mergers & Acquisitions, Banking, Forklift Operator, SAP, Inventory Management, Continuous Improvement, Supply Chain, Logistics, Manufacturing, Forecasting, Materials Management, Process Improvement, Six Sigma, Lean Manufacturing, Inventory Control, Supply Chain Management

Education
Murray State University   2001 — 2004
Bachelor's of science, economics/finance

Michelle Lottie Michelle Lottie Greater Chicago Area Details
Michelle Lottie's Wachovia Securities Financial Network Experience July 1993 - April 1997
Job Administrative Assistant to the Principal at Oak Park Elementary District 97
Industry Education Management
Experience
Oak Park Elementary District 97  August 2001 - Present
Texas College  June 1997 - August 1999
Wachovia Securities Financial Network   July 1993 - April 1997

Skills
Teaching, Staff Development, PowerPoint, Microsoft Office, Social Media, Public Speaking, Non-profits, Business Analysis, Investment Banking, Tax Preparation, Retail Banking, Quicken, INTUIT, Higher Education, Budgets, Management, Time Management, Nonprofits, Leadership, Social Networking, Program Development, Community Outreach, Elementary Education, Research, Customer Service, Fundraising, Curriculum Development, Sales, Leadership Development, Microsoft Word

Education
Morris Brown College   1992 — 1995
Education/Business

Navneet K Navneet K Greater New York City Area Details
Navneet K's Wachovia Securities Financial Network Experience January 2009 - August 2012
Job Senior Oracle/ java analyst at Johnson Service Group, Inc
Industry Financial Services
Experience
Johnson Service Group, Inc  October 2012 - Present
Wachovia Securities Financial Network   January 2009 - August 2012
IBM Global Business Process Services  November 2006 - August 2008

Skills
SDLC, Vendor Management, Business Analysis, Management, Consulting, Business Intelligence, Information Technology, Requirements Analysis, Oracle, Resource Management

Education
REC, Jalandhar   2002 — 2006
Bachelor's of Technology(B.Tech), Computer Engineering

Nayereh Mowla Nayereh Mowla United States Details
Nayereh Mowla's Wachovia Securities Financial Network Experience March 2006 - February 2009
Job
Industry
Experience
Wachovia Securities Financial Network   March 2006 - February 2009
Genworth Financial  2003 - 2006
Genworth Financial  2001 - 2003

Skills
Training & Awards: ..., Owned and managed a..., Experience with Office..., Speak fluent Urdu,...

Education
Virginia Commonwealth University   1998 — 2000
Bachelor's degree - certification, Management Information Systems, 4.0/4.0

Kansas State University
Master's degree, Economics, minor in Business, 4.0/4.0

Al Sherick Al Sherick Greater Nashville Area Details
Al Sherick's Wachovia Securities Financial Network Experience 1999 - 2004
Job Realtor at Benchmark Realty
Industry Real Estate
Experience
Benchmark Realty, LLC  2011 - Present
Wachovia Securities Financial Network   1999 - 2004
Prudential Financial  1997 - 1999

Skills
Short Sales, Listings, First Time Home Buyers, Sellers, Buyer Representation

Education
Middle Tennessee State University
Bachelor of Business Administration (B.B.A.), Business Finance

Bernadette Hupp Bernadette Hupp Greater Omaha Area Details
Bernadette Hupp's Wachovia Securities Financial Network Experience March 1997 - February 2009
Job Independent Director
Industry Cosmetics
Experience
Mary Kay Cosmetics  1990 - Present
Wachovia Securities Financial Network   March 1997 - February 2009
Midwest foods  March 1995 - May 1998
The Pet Clinic   1984 - 1989

Skills
Customer Service, Microsoft Office, Sales, Leadership, Entrepreneurship, Makeovers, Sales Management, Cosmetics, Skin Care, Glamour, Fashion, Selling, Microsoft Excel, Marketing, Small Business, Bridal Showers, Event Planning, Coaching, Retail, Team Building, Marketing Strategy, Social Networking, Fundraising, Social Media Marketing, Leadership Development, Training, Direct Sales, Event Management, Public Speaking, Time Management, Public Relations, Strategic Planning

Education
Omaha College of Health Careers   1983 — 1985
Veterinary Technician, Veterinary Medicine

Metropolitan Community College   1977 — 1978
Photography

Marian High School   1973 — 1977
college prep, College Prep

St Margaret Mary

Konstantin (Kosio) Keresteliev Konstantin (Kosio) Keresteliev United States Details
Konstantin (Kosio) Keresteliev's Wachovia Securities Financial Network Experience July 2003 - March 2004
Job Emerging Markets Fixed Income Sales at Banca IMI
Industry Capital Markets
Experience
Banca IMI  August 2014 - Present
Hapoalim Securities USA  August 2011 - January 2013
Morgan Stanley  May 2006 - August 2011
Morgan Stanley  March 2004 - May 2006
Wachovia Securities Financial Network   July 2003 - March 2004
Prudential Financial  May 2001 - July 2003

Skills
Fixed Income, Capital Markets, Emerging Markets, Bloomberg, Hedge Funds, Financial Markets, Financial Analysis, Alternative Investments, Private Equity, Microsoft Office, Negotiation, Management, Portfolio Management, Options, Risk Management, Trading, Derivatives, Credit Derivatives, Securities, Equity Derivatives, Electronic Trading, Investments, Bonds, Structured Products, FX Options, Interest Rate..., Trading Systems, Swaps, High Yield, Currency, Foreign Exchange, Proprietary Trading, Wealth Management, Series 7, FX trading, Bloomberg Terminal, Hedging, Selling, Sales, Rates

Education
Juniata College   1997 — 2001
Bachelor of Arts (BA), International Business, French and Marketing

IESEG Institut d'Economie scientifique et de Gestion   1999 — 2000

Jenny Duncan Jenny Duncan Charlotte, North Carolina Details
Jenny Duncan's Wachovia Securities Financial Network Experience June 2003 - February 2004
Job Compliance Consultant at Financial Services Firm
Industry Financial Services
Experience
Major Financial Services Firm  December 2014 - Present
Major Financial Services Firm  July 2012 - December 2014
Banyan Partners, LLC   September 2010 - October 2011
Oyster Consulting, LLC  March 2010 - September 2010
Bonds.com, Inc.   October 2008 - March 2010
1st Discount Brokerage  November 2007 - October 2008
Davenport & Company, LLC   June 2006 - November 2007
Anderson & Strudwick, Inc.   March 2004 - June 2006
Wachovia Securities Financial Network   June 2003 - February 2004
Wachovia Securities Inc.  June 2000 - October 2002

Skills
FINRA, Mutual Funds, Equities, Investment Advisory, Series 24, Series 63, Asset Managment, Fixed Income, Wealth Management, Alternative Investments, OFAC, Series 65, Trading, Series 7, Continuing Education, Investments, Compliance, AML, Securities, Options, Investment Management, Asset Management, Uniform Combined State..., Financial Risk, Brokerage, Financial Markets, Bonds, Financial Services, Capital Markets, Wealth Management..., Asset Allocation, Bloomberg, Private Equity, Retirement Planning, Finance, Risk Management, ETFs, Financial Advisory, KYC, Securities Regulation, Investment Banking, Derivatives, Anti Money Laundering, Regulatory Requirements, Compliance Management

Education
Virginia Commonwealth University - School of Business   1997 — 2000
MBA, Business

Georgia State University   1983 — 1986
MS, Counseling

Georgia State University   1980 — 1983
BS, Psychology

Marge Ridley Marge Ridley Greater Minneapolis-St. Paul Area Details
Marge Ridley's Wachovia Securities Financial Network Experience 2003 - 2004
Job Financial Services Professional
Industry Financial Services
Experience
Oak Ridge Financial  2004 - 2010
Wachovia Securities Financial Network   2003 - 2004
Prudential Securities  1996 - 2003
Ridley's Elm Creek Auto Service   1984 - 1996

Skills
Series 7, Retirement Planning, Wealth Management, Investments, Equities, Strategic Financial..., Retirement, Portfolio Management, Asset Allocation, Trading, Bonds, Investment Strategies, Asset Management, Insurance, Investment Banking

Education
Minnesota State University, Mankato   2003 — 2004
Took classes, Certified Financial Planner

Becky Tavera Clark Becky Tavera Clark San Francisco Bay Area Details
Becky Tavera Clark's Wachovia Securities Financial Network Experience June 2008 - September 2009
Job Licensing Acquisition Manager at DEFY Media
Industry Media Production
Experience
DEFY Media  April 2015 - Present
DEFY Media  June 2014 - April 2015
Nickelodeon  February 2013 - July 2014
MTV Networks  July 2011 - February 2013
Wells Fargo Advisors  September 2009 - October 2010
Wachovia Securities Financial Network   June 2008 - September 2009
UBS Wealth Management  August 2003 - May 2008

Skills
Digital Media, User Experience, Entertainment, Social Media Marketing, Monetization, Social Media, Digital Marketing, Mobile Games, Online Advertising, Digital Strategy, Social Networking, Mobile Marketing, Facebook, Sales, Strategic Partnerships, Content Strategy

Education
Menlo College   2002 — 2006
Bachelors, Business

Keith Latimer Keith Latimer Greater New York City Area Details
Keith Latimer's Wachovia Securities Financial Network Experience 1999 - 2006
Job Finacial Advisor at The Investment Center, Inc.
Industry Financial Services
Experience
Latimer Wealth Management Group   2009 - Present
Merrill Lynch  2006 - 2009
Wachovia Securities Financial Network   1999 - 2006

Education
Longwood University   1987 — 1991
BA, Finance

Jerianne Straface Jerianne Straface Nutley, New Jersey Details
Jerianne Straface's Wachovia Securities Financial Network Experience 2003 - 2004
Job Apparel & Fashion Professional
Industry Apparel & Fashion
Experience
Customized Mortgage Solutions  2005 - 2008
Globe Mortgage America   2004 - 2005
Wachovia Securities Financial Network   2003 - 2004
Fidelity Investments  2000 - 2003

Skills
Software Documentation, Mortgage Lending, Loans

Education
Berkeley College   1996 — 2008
A.S., Fashion Merchandising/Management

Montclair State University   1998 — 2000
B.S., Human Ecology/Fashion Studies

Rick Boynton Rick Boynton Scotts Valley, California Details
Rick Boynton's Wachovia Securities Financial Network Experience 1986 - 1989
Job Senior Financial Advisor at Independent @ Securities America
Industry Financial Services
Experience
Independent @ Securities America   2005 - Present
AIG  1993 - 2005
Wachovia Securities Financial Network   1986 - 1989

Skills
Wealth Management

Education
ASU
BS, finance

Golden Gate University
MBA

Douglas Tietjen Douglas Tietjen Spring Hill, Florida Details
Douglas Tietjen's Wachovia Securities Financial Network Experience March 2008 - December 2008
Job Real Estate Broker at Great Blue Real Estate Marketing Systems
Industry Automotive
Experience
Great Blue Real Estate Marketing Systems   July 2012 - Present
Automotive industry  October 2009 - May 2012
Wachovia Securities Financial Network   March 2008 - December 2008

Education
Hofstra University

Lisa Fracker Lisa Fracker Midlothian, Virginia Details
Lisa Fracker's Wachovia Securities Financial Network Experience September 1993 - February 2006
Job InstructorRIDE,R30 at American Family Fitness
Industry Information Technology and Services
Experience
American Family Fitness  February 2015 - Present
Networking Technologies and Support, Inc.   May 2014 - Present
Fayad Law   September 2011 - March 2012
Richmond Publishing   February 2006 - June 2011
Wachovia Securities Financial Network   September 1993 - February 2006

Skills
Customer Service, Human Resources, Lotus Notes, Accounts Payable, Accounts Receivable, Outlook, Customer Retention, Account Management, Cost Accounting, Microsoft Excel, Microsoft Office, Office Management, Sales Process, Windows 7, Team Building, Process Improvement

Education
John Tyler Community College   1990 — 1993
Associate's degree, Business Administration and Management, General

Lori Call Lori Call Hickory/Lenoir, North Carolina Area Details
Lori Call's Wachovia Securities Financial Network Experience April 2003 - April 2006
Job Accounting at Keith Call Logging, LLC.
Industry Paper & Forest Products
Experience
Keith Call Logging, LLC.   December 1998 - Present
Wachovia Securities Financial Network   April 2003 - April 2006
Lowe's Home Improvement  May 1996 - April 2003

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, Data Entry, Budgets, Access, Time Management

Education
Lenoir-Rhyne College   1991 — 1993
Bachelor of Arts (B.A.), Middle School Education

Pfeiffer University   1989 — 1991

West Wilkes High School   1985 — 1989

Scott Auville Scott Auville Charlotte, North Carolina Details
Scott Auville's Wachovia Securities Financial Network Experience April 2008 - September 2008
Job Financial Services Professional
Industry Financial Services
Experience
Roundpoint Mortgage  November 2014 - Present
Shutterfly Temp   October 2013 - December 2013
Wachovia Securities Financial Network   April 2008 - September 2008
Wachovia  December 2007 - April 2008
Bank of America  January 1999 - February 2005

Skills
Finance, Management, Banking, Relationship Management, Access, Financial Analysis, Financial Risk, Problem Solving, Financial Services, Portfolio Management

Education
Lees-McRae College   1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General, 2.9

Lees-McRae College   1988 — 1992
Business Administration BS, Business Administration and Management, General

Brandie Barr Brandie Barr Greater Chicago Area Details
Brandie Barr's Wachovia Securities Financial Network Experience January 1992 - March 2004
Job
Industry
Experience
Wachovia Securities Financial Network   January 1992 - March 2004

Skills
Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Securities, Investments

Education
Crystal Lake Central High School
High School Diploma

McHenry County College

Vivian Baxevanos Vivian Baxevanos Lakeland, Florida Details
Vivian Baxevanos's Wachovia Securities Financial Network Experience May 2002 - May 2006
Job Branch Team Leader at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation  May 2006 - Present
Wachovia Securities Financial Network   May 2002 - May 2006
Huntington National Bank  September 1997 - 2002

Skills
Loans, Banking, Retail Banking, Commercial Banking, Credit, Consumer Lending, Small Business Lending, Series 63, Lines Of Credit, Relationship Management, Cross Selling, Branch Management, Investments, Refinance, Financial Services, Life Insurance, Strategic Financial..., Branch Banking, Deposits, Sales, Sales Management, Finance, Mortgage Banking, Customer Service, Loan Origination, Mutual Funds, Marketing, Account Management, Business Development, New Business Development, Customer Satisfaction, Fixed Annuities

Education
Loyola University New Orleans
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General

University of Puerto Rico-Rio Piedras
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General

Kimberly Campbell Melloan Kimberly Campbell Melloan Goshen, Kentucky Details
Kimberly Campbell Melloan's Wachovia Securities Financial Network Experience June 1994 - October 1998
Job Photographer
Industry Photography
Experience
Line Drive Photography   April 2010 - Present
Hilliard Lyons  October 1998 - January 2001
Wachovia Securities Financial Network   June 1994 - October 1998

Skills
Photography, Creativity, Custom Made, Customer Oriented, Small Business, Graphic Design, Portrait Photography, Photoshop, Highly Detailed, Customer Driven

Education
Jefferson Community College   1994 — 2000
Associate's degree, Businss

Doss High School   1990 — 1994

Sheila Riley Sheila Riley Jacksonville, Florida Details
Sheila Riley's Wachovia Securities Financial Network Experience March 1996 - March 2000
Job Sr. Vendor Account Analyst at CIT
Industry Financial Services
Experience
CIT  May 2010 - Present
CIT  March 2000 - May 2010
Wachovia Securities Financial Network   March 1996 - March 2000
American Express/U   February 1990 - November 1996

Skills
Financial Analysis, Credit, Portfolio Management, Banking, Commercial Banking, Commercial Lending, Credit Analysis, Credit Risk, Finance, Financial Services, Process Improvement, Loans, Relationship Management, Risk Management

Education
Morgan State University

Christy Radosevic Christy Radosevic Peoria, Illinois Area Details
Christy Radosevic's Wachovia Securities Financial Network Experience January 2001 - March 2004
Job Office Manager at Strategic Financial Consulting Services
Industry Financial Services
Experience
Strategic Financial Consulting Services   September 2006 - Present
Morgan Stanley Investment Management  March 2004 - July 2006
Wachovia Securities Financial Network   January 2001 - March 2004

Skills
Office Administration, Compliance, Thompson One

Education
Illinois Central College

Limestone Community High School

Limestone Community High School

Limestone Community High School

Jada Boykin Jada Boykin Saint Louis, Missouri Details
Jada Boykin's Wachovia Securities Financial Network Experience October 2000 - June 2008
Job EBusiness Analyst at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  2008 - Present
Wachovia Securities Financial Network   October 2000 - June 2008

Skills
Marketing Communications, Digital Marketing, Web Design, Web Development, Web Analytics, Graphic Design, Idea Generation, Branding & Identity, Google Analytics, Leadership, Technical Training, Web Content Management, User Experience, Advertising, Copywriting

Education
Webster University   2007 — 2009
Master of Arts (M.A.), Advertising and Marketing Communications

Harris-Stowe State University
Bachelor of Science (B.S.), Business Administration

Corey Wiggins Corey Wiggins Austin, Texas Details
Corey Wiggins's Wachovia Securities Financial Network Experience June 2005 - July 2009
Job Teacher at Austin Independent School District
Industry Education Management
Experience
Austin Independent School District  July 2012 - Present
Wachovia Securities Financial Network   June 2005 - July 2009
Bank of America  July 2002 - June 2005

Education
Huston-Tillotson University   2012 — 2013
Education

Lamar University   1995 — 2000
Bachelor of Business Administration (BBA), Finance, General

Norm Meintel Norm Meintel Fort Wayne, Indiana Details
Norm Meintel's Wachovia Securities Financial Network Experience 2001 - 2003
Job Adjunct Faculty at Trine University
Industry Education Management
Experience
Trine University  January 2013 - Present
Indiana University - Purdue University Fort Wayne (IPFW)   January 2012 - Present
East Allen County Schools  October 2003 - Present
Indiana Air National Guard  January 2000 - April 2003
Wachovia Securities Financial Network   2001 - 2003
Norwell community schools   1997 - 2000
Diocese of Fort Wayne South Bend  1994 - 1997
United States Air Force  1989 - 1992

Skills
Curriculum Development, Teaching, Curriculum Design, Educational Technology, K-12, Classroom, Instructional Technology, Lesson Planning, Tutoring, Staff Development, Instructional Design, Educational Leadership, Higher Education, Classroom Management, Distance Learning

Education
Indiana University-Purdue University Fort Wayne (IPFW)   1994 — 2000
Master of Science (MS), Secondary School Administration/Principalship

Miami University   1984 — 1988
Bachelor of Science (BS), Education

Elsa Thompson-Kelly, PMP, ITIL, MCSE Elsa Thompson-Kelly, PMP, ITIL, MCSE Charlotte, North Carolina Area Details
Elsa Thompson-Kelly, PMP, ITIL, MCSE's Wachovia Securities Financial Network Experience September 2009 - April 2010
Job Senior IT Program/Project Manager Consultant
Industry Information Technology and Services
Experience
Wells Fargo  May 2013 - November 2013
Bank of America  May 2011 - April 2013
Wells Fargo  May 2010 - May 2011
Wachovia Securities Financial Network   September 2009 - April 2010
Bank of America  September 2008 - November 2008
Wachovia Securities Financial Network   May 2007 - June 2008
Wachovia Securities Financial Network   October 2005 - May 2007
Queen Associates Inc.   January 2004 - May 2005
The Visiting Nurse Service of New York  July 2002 - July 2003

Skills
Project Management, Leadership, Budgets, Strategic Planning, Client/Vendor..., Team..., Documentation, Executive Reporting, Problem Solving, Microsoft Office, Microsft Project, SharePoint, HTML, Network Engineering, Network Administration, Data Center, VMware, Red Hat Linux, Windows, Enterprise Architecture, Change Management, Training, Process Improvement, Software Documentation

Education
Mercy College   1988 — 1992
Bachelor's of Computer Science

Sabine West Sabine West Charlotte, North Carolina Details
Sabine West's Wachovia Securities Financial Network Experience January 2006 - February 2010
Job Credit Investigator at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  February 2010 - Present
Wachovia Securities Financial Network   January 2006 - February 2010

Skills
Fraud, Risk Management, Mortgage Lending, Employee Training, Quality Assurance, Project Management, GLOBAL SANCTIONS, INTERNATIONAL RISK...

Education
Kaplan University   2008 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0

University of North Carolina at Charlotte   2005 — 2008
Bachelor's Degree, Psychology

Malikua Middleton Malikua Middleton Charlotte, North Carolina Details
Malikua Middleton's Wachovia Securities Financial Network Experience August 2004 - August 2006
Job Employment Manager at Winthrop University
Industry Higher Education
Experience
Winthrop University  January 2013 - Present
Virginia Commonwealth University  August 2006 - May 2012
Wachovia Securities Financial Network   August 2004 - August 2006
Columbia University in the City of New York  June 2001 - July 2004

Skills
On-boarding, sourc, I-9 Compliance, Background Checks

Education
Metropolitan College of New York - School of Business
Bachelor's degree, Business Administration, Management and Operations

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