Wachovia Securities Financial Network

Wachovia Securities Financial Network List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wachovia Securities Financial Network. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Wachovia Securities Financial Network Salaries. You can even request information on how much does Wachovia Securities Financial Network pay if you want to. Learn about salaries, pros and cons of working for Wachovia Securities Financial Network directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

780 Wachovia Securities Financial Network employees in database. Find out everything there's to know about Wachovia Securities Financial Network employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Wachovia Securities Financial Network Employees

Employee
Years
Job
Industry
Anthony Rocha Anthony Rocha Phoenix, Arizona Area Details
Anthony Rocha's Wachovia Securities Financial Network Experience May 2007 - January 2009
Job LPL Financial Advisor/Certified Retirement Counselor/U.S. Army Veteran/Canyon State Credit Union
Industry Financial Services
Experience
LPL Financial  January 2009 - Present
Wachovia Securities Financial Network   May 2007 - January 2009
Compass Brokerage  March 2003 - May 2007
Scottsdale Capital Advisors   September 2002 - March 2003
Gainey Financial Services   February 1999 - October 2002
SunAmerica Securities/Householder Group   October 1996 - February 1999
US Army  February 1990 - February 1993

Skills
Financial Advisor, Financial Services, Wealth Management, Personal Financial..., Investments, Estate Planning, Life Insurance, Long Term Care Insurance, Retirement Planning, Strategic Financial..., Retirement, Portfolio Management, Financial Advisory, Securities, 401k, Wealth, Wealth Management..., Finance, Risk Management

Education
Northern Arizona University   1993 — 1996
Bachelor's Degree, Business Managment

Johnny Quintanilla Johnny Quintanilla San Antonio, Texas Area Details
Johnny Quintanilla's Wachovia Securities Financial Network Experience June 2009 - April 2010
Job Operational Risk Analyst at USAA
Industry Financial Services
Experience
USAA  January 2014 - Present
USAA  November 2012 - December 2013
USAA  September 2010 - November 2012
Wachovia Securities Financial Network   June 2009 - April 2010
QVC  August 2006 - November 2009
World Savings  February 2002 - January 2006
Saturn  March 2001 - October 2003

Skills
Leadership, Youth Mentoring, Mortgage Underwriting, Loss Mitigation, Call Centers, Mortgage Servicing, Loan Servicing, Loans, Motivational Speaking, Consumer Lending, Loan Origination, Creative Writing, Social Media Marketing, Media Relations, Video Editing, Live Sound, Sound Editing, Soundbooth, Sound Mixing, Supervisory Experience, Project Management, Team Management, Event Management, Microsoft Office, Transformational..., Youth Ministry, Music Ministry, Christian Ministry, Music, Social Networking, Radio, Training Facilitation, Interviews, Leadership Development, Customer-focused Service, Customer Experience, Analytics, Training, Fundraising, Financial Risk, Access, Customer Service, Risk Management, Team Building, Banking, Public Speaking, Coaching

Education
Our Lady of the Lake University   2011 — 2013
Master of Science (M.S.), Organizational Leadership, 3.9

The University of Texas at Austin   2007 — 2009
Bachelor of Arts (B.A.), Sociology, 3.1

kevin carolla kevin carolla Charlotte, North Carolina Details
kevin carolla's Wachovia Securities Financial Network Experience February 2004 - July 2008
Job Assistant Manager at BlackFinn American Saloon
Industry Restaurants
Experience
BlackFinn American Saloon  March 2012 - Present
Fitzgerald's Charlotte   January 2011 - March 2012
Wachovia Securities Financial Network   February 2004 - July 2008

Skills
Bartending, syracuse basketball, mixology, Restaurants, Restaurant Management, Food & Beverage, Home Medical Equipment, Menu Development, Hospitality, Food Service, Fine Dining, Catering, Food, Hospitality Management, Wine & Spirits Industry, Craft Beer, Banquets, Resume Writing, Screening Resumes, Marketing Strategy, Marketing Communications, Quality Management, Sales Management, Event Management, Event Marketing Strategy, Alcoholic Beverages, Liquor Licensing, Public Health

Education
Saint Bonaventure University   1999 — 2003
Bachelor's degree, Business, Management, Marketing, and Related Support Services

Christina Tafoya Christina Tafoya San Antonio, Texas Details
Christina Tafoya's Wachovia Securities Financial Network Experience August 2006 - August 2008
Job Executive Assistant at USAA
Industry Financial Services
Experience
USAA  August 2010 - Present
Wachovia Securities Financial Network   August 2006 - August 2008

Skills
Microsoft Certified..., Certifed Interior...

Education
University of the Incarnate Word   2014 — 2014
Bachelor of Arts (BA), Organizational Development

Texas Tech University

South Plains College
Basic Skills and Developmental/Remedial Education

Saint Mary's University
Certificate of Interior Design

Kristian Siemon Kristian Siemon Jacksonville, North Carolina Area Details
Kristian Siemon's Wachovia Securities Financial Network Experience March 2006 - February 2011
Job Mortgage Loan Officer at First Bank (FBNC)
Industry Financial Services
Experience
First Bank (FBNC)   March 2014 - Present
BB&T  February 2011 - March 2014
Wells Fargo Advisors  January 2010 - February 2011
Wachovia Securities Financial Network   March 2006 - February 2011

Skills
Mortgage Lending, Loans, Credit, Loan Origination, Mortgage Banking, Refinance, FHA, Credit Analysis, Banking, Consumer Lending, Residential Mortgages, Commercial Lending

Education
University of North Carolina at Wilmington   2001 — 2005
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General

Otterbein College   2000 — 2001
None, General Studies

Nidhi Jain Nidhi Jain San Francisco Bay Area Details
Nidhi Jain's Wachovia Securities Financial Network Experience June 2006 - August 2006
Job Director of Business Development & Security Partnerships at Box
Industry Information Technology and Services
Experience
Box  2015 - Present
iSPIRT Foundation   January 2010 - Present
Intuit  2012 - 2015
WestBridge Capital Partners   2011 - 2012
New Vernon Capital  2009 - 2011
Goldman Sachs  2007 - 2009
Yahoo  2005 - 2007
Wachovia Securities Financial Network   June 2006 - August 2006
Totality  2000 - 2005

Skills
Investment Banking, Private Equity, Hedge Funds, Investments, Venture Capital, Financial Modeling, Corporate Finance, Strategy, Capital, Valuation, Investment Strategies, Corporate Development, Emerging Markets, Capital Markets, Portfolio Management, Strategic Partnerships, Business Strategy, Finance, Business Planning, Equities

Education
University of California, Berkeley - Walter A. Haas School of Business   2004 — 2007
MBA, Strategy and Finance

Delhi Public School
XII

Sardar Patel University
B.E, Electronics

Ami Epstein Ami Epstein New York, New York Details
Ami Epstein's Wachovia Securities Financial Network Experience October 1997 - December 2001
Job Head of HR & Finance at Pramira
Industry Information Technology and Services
Experience
Pramira   August 2012 - Present
JPMorgan Chase  November 2007 - July 2012
Procter & Gamble  April 2003 - July 2007
Wachovia Securities Financial Network   October 1997 - December 2001

Education
Penn State University   1992 — 1996
Bachelor of Arts (B.A.)

Barrett Benson Barrett Benson Chico, California Area Details
Barrett Benson's Wachovia Securities Financial Network Experience 2008 - 2009
Job Wealth Advisor at Benson Wealth Management, Inc.
Industry Financial Services
Experience
Benson Wealth Management, Inc.   October 2012 - Present
Wells Fargo Advisors, LLC  2009 - September 2012
Wachovia Securities Financial Network   2008 - 2009
A.G. Edwards & Sons, Inc. (a predecessor firm of Wells Fargo Advisors,LLC)   2007 - 2008
LPL Financial  2005 - 2007
Financial Network Investment Corporation, Member SIPC  2003 - 2005

Education
Pacific Union College   1997 — 2001
B.S., Marketing

Cassandra Woodall Cassandra Woodall Fresno, California Details
Cassandra Woodall's Wachovia Securities Financial Network Experience March 2005 - March 2007
Job Real Estate Professional
Industry Real Estate
Experience
Self-employed  2003 - Present
LandSafe  March 2007 - November 2013
Wachovia Securities Financial Network   March 2005 - March 2007

Skills
Real Estate Appraisal..., Real Estate, Valuation, Analysis, Appraisals, REO, Investors, Investment Properties

Education
South University   2012 — 2014

Jennifer Tobin Jennifer Tobin Charlotte, North Carolina Area Details
Jennifer Tobin's Wachovia Securities Financial Network Experience April 2000 - October 2012
Job SVP, Corporate Communications
Industry Banking
Experience
Bank of America  October 2002 - Present
Wachovia Securities Financial Network   April 2000 - October 2012

Skills
Strong and persuasive..., Employee communications, Project Management, Communications Planning, Project Planning, Internal Communications, Corporate Communications, Event Planning, Management, Marketing Communications, Public Relations, Stakeholder Management, Strategic Communications

Education
Radford University   1994 — 1998
Bachelor of Science (BS), Communications - Public Relations

Ron Crawford Ron Crawford Morrisville, North Carolina Details
Ron Crawford's Wachovia Securities Financial Network Experience March 2002 - April 2007
Job Sales Manager at EverGlow NA, Inc.
Industry Chemicals
Experience
EverGlow NA, Inc.   September 2014 - Present
Eternal Oasis Water Solutions Inc.   April 2005 - Present
Ryan Herco Flow Solutions  June 2008 - June 2012
Wachovia Securities Financial Network   March 2002 - April 2007

Skills
Technical Sales..., Technical Training, Field Installation, Service Management, Product Specification, System Specification, Process Improvement, Process Optimization, Pumps, Water Treatment, Engineering, Instrumentation, Filtration, Management

Education
North Carolina State University   1990 — 1997
Bachelor of Engineering (BEng), Paper Science and Engineering

Laura McCue Laura McCue Asheville, North Carolina Area Details
Laura McCue's Wachovia Securities Financial Network Experience December 1998 - March 2003
Job Owner, White Oak Financial Management, Inc.
Industry Investment Management
Experience
North Carolinians for FairTax   2006 - Present
White Oak Financial Management, Inc.   March 2003 - Present
Wachovia Securities Financial Network   December 1998 - March 2003
Hilliard Lyons  September 1993 - December 1998

Skills
Asset Management, Retirement Planning, Investment Strategies, Portfolio Management, Investments, Wealth Management, Investment Management, Asset Allocation, Investment Advisory, 401k, Wealth Management..., Strategic Planning, Retirement, Mutual Funds, Equities, Estate Planning, Wealth, Small Business, Fixed Income, Risk Management, Strategic Financial..., Long-term Care, Series 65, Life Insurance, Asset Managment, Financial Planning

Education
Rollins College   1977 — 1981
Bachelor's degree, Elementary Education and Teaching

Cory Bowes Cory Bowes Raleigh-Durham, North Carolina Area Details
Cory Bowes's Wachovia Securities Financial Network Experience 2006 - 2008
Job Task Force Officer at US Department of Homeland Security
Industry Law Enforcement
Experience
US Department of Homeland Security  June 2014 - Present
North Carolina DMV License and Theft Bureau   January 2010 - Present
North Carolina Highway Patrol   January 2008 - January 2010
Wachovia Securities Financial Network   2006 - 2008
Tommy Bowes and Associates Realty   August 2003 - May 2006

Skills
Microsoft Word, Microsoft Excel, PowerPoint, Internal Audit, Investigation, Policy, Police, Criminal Justice, Justice, Courts, Criminal Law, Criminal Investigations, Fraud, Firearms, Law Enforcement..., Enforcement, Patrol, Field Training Officer, Weapons of Mass..., Personal Protection, Tactics, Internal Investigations, Crime Prevention, Homeland Security, Interrogation, Field Training, Executive Protection, Evidence, Public Safety, Surveillance, Counterterrorism, Physical Security, Private Investigations, Security Operations, Background Checks, Corporate Security, Security Training, Protection, Counterintelligence, NIMS, Weapons, Workplace Violence, Intelligence Analysis, Emergency Management, Security Management, Self Defense, Cybercrime, Personal Security, First Responder, Police Training

Education
North Carolina Wesleyan College   2010 — 2013
Bachelor of Applied Science (B.A.Sc.), Criminal Justice/Police Science

Wake Technical Community College   2000 — 2002
Associate of Arts and Sciences (A.A.S.), Criminal Justice/Police Science

Person High School   1996 — 2000
High School Diploma

Steve Wilson (LION) Steve Wilson (LION) Westlake Village, California Details
Steve Wilson (LION)'s Wachovia Securities Financial Network Experience August 1999 - April 2005
Job Owner at Next Level Coaching Certified Health Coaching
Industry Health, Wellness and Fitness
Experience
Next Level Coaching   October 2010 - Present
Westlake Capital Management   April 2005 - July 2010
Wachovia Securities Financial Network   August 1999 - April 2005

Skills
Personal Development, Emotional Intelligence, Coaching, Leadership Development, Nutrition, Wealth Coaching, Income Diversifier, Supporter and Encourager, Health Coaching, Network Marketing, Coaching Coaches, Executive Development, Business Planning, Business Strategy, Wellness Coaching, Small Business, Public Speaking, Wellbeing, Leadership, Executive Coaching, Business Coaching, Healthcare, Social Networking, Entrepreneurship, Motivational Speaking, Stress Management, Management Consulting, Weight, Life Coaching, Financial Coaching, Change Management, Management, Team Building, Strategy, NLP, Training, Start-ups, Organizational..., Business Networking, Lifestyle Coaching, Performance Improvement, Meditation, Work Life Balance, Career Development, Executive Management, Management Development, Stress, Consulting, Workshop Facilitation, Conflict Resolution

Education
Stanford University   1974 — 1975
Master's degree, Mechanical Engineering

University of California, Berkeley   1973 — 1974
Bachelor's degree, Materials Science

University of California, Berkeley   1970 — 1973
Bachelor's degree, Mechanical Engineering

Gina Wagner Gina Wagner Phoenix, Arizona Area Details
Gina Wagner's Wachovia Securities Financial Network Experience May 2007 - September 2008
Job EXPERIENCED MORTGAGE ASSOCIATE
Industry Financial Services
Experience
Nova Home Loans  June 2014 - Present
The Loan Depot Lending Company   March 2013 - May 2014
Bank of America  September 2008 - March 2013
Wachovia Securities Financial Network   May 2007 - September 2008
New Century Mortgage  May 2004 - May 2007

Skills
Sales, Credit, Banking, Finance, Real Estate, Microsoft Office, Microsoft Excel, Mortgage Banking, Loan Origination, Refinance, FHA, Underwriting, Credit Analysis, Investment Properties, Loans, Residential Mortgages, VA Loans, FHA Financing, USDA, Mortgage Underwriting, Mortgage Lending, Consumer Lending, Government Loans, Loss Mitigation, Loan Servicing, First Time Home Buyers

Education
Scottsdale Community College   1983 — 1985
Bachelor of Science (BS), Business Administration and Management, General

Chaparral High School   1980 — 1983
Majored in English, Journalism

Jay Tillman, MBA, RICP® Jay Tillman, MBA, RICP® Charlotte, North Carolina Area Details
Jay Tillman, MBA, RICP®'s Wachovia Securities Financial Network Experience April 2007 - January 2009
Job Financial Consultant with Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  May 2014 - Present
Wells Fargo Advisors  June 2013 - May 2014
Wells Fargo Advisors  January 2009 - June 2013
Wachovia Securities Financial Network   April 2007 - January 2009
Bank of America  October 2005 - April 2007

Skills
Business Planning, Fundamental Analysis, Business Strategy, Business Development, Building Relationships, Strategic Planning, Microsoft Word, CRM, Business Analysis, Personal Finance, Microsoft Office, Interest Rate..., Strategy, Financial Accounting, Equity Valuation, Finance

Education
Nova Southeastern University
Master of Business Administration (MBA), Finance, General

nijah gillette nijah gillette Charlotte, North Carolina Area Details
nijah gillette's Wachovia Securities Financial Network Experience August 2008 - November 2008
Job Process Support II at Bank of America
Industry Banking
Experience
Bank of America  January 2013 - August 2014
Bank of America  February 2012 - December 2013
Bank of America  July 2011 - February 2012
Wells Fargo Home Mortgage  August 2009 - July 2011
Wachovia Securities Financial Network   August 2008 - November 2008

Skills
Loans, Mortgage Lending, Credit, Mortgage Banking, Banking, Credit Analysis, Loan Origination, Commercial Lending, Consumer Lending, Small Business Lending, Commercial Banking, FHA, CRM, Retail Banking, Credit Risk, Foreclosures, Relationship Management, Financial Services, Home Equity Loans, Default, Payments, Real Estate Financing, Negotiation, Short Sales, Refinance, Mortgage Underwriting, Residential Mortgages, Mortgage Servicing, Loan Modifications, Loan Servicing

Education
Shaw University   2004 — 2009
B.A., Mass Commucation

Leslie Flaws Leslie Flaws Minneapolis, Minnesota Details
Leslie Flaws's Wachovia Securities Financial Network Experience 2003 - 2005
Job SVP, Global Head of Client Services and Head of US Business Development/Sales at Wells Fargo Global Fund Services
Industry Financial Services
Experience
Wells Fargo Global Fund Services  January 2007 - Present
Gales Group, LLC   2005 - 2007
Wachovia Securities Financial Network   2003 - 2005
First Albany Capital  2002 - 2003
RBC  1995 - 2002

Skills
Manage Client..., Relationship Management, Client Development, Project Management, Client Relations Skills, Financial Services, Risk Management, Hedge Funds, Fund Administration, Strategic Planning, Marketing Communications, Investments, Anti Money Laundering, Institutional Sales, Banking, Portfolio Management, Series 7, Underwriting, Wealth Management, Internal Controls, Internal Audit, Generating Revenue, Securities Regulation

Education
St. Olaf College   1990 — 2004
Bachelor of Arts (B.A.), Economics and Asian Studies/Japanese

Ray L Yerkes Ray L Yerkes Olathe, Kansas Details
Ray L Yerkes's Wachovia Securities Financial Network Experience June 1999 - December 2007
Job CPA, CFP, CFA
Industry Financial Services
Experience
Self-employed  January 2008 - Present
St James Court   2009 - 2014
Wachovia Securities Financial Network   June 1999 - December 2007
Norwest Financial Services - Wells Fargo Financial Services   September 1993 - June 1999
EF Hutton - Paine Webber   March 1982 - September 1993

Skills
Financial Consultant, Estate Planning, Financial Planners, Strategic Financial..., Certified Financial..., CPA, Tax, Tax Preparation, Income Tax, Corporate Tax, Retirement Planning, Tax Returns, Financial Analysis, Tax Accounting, High Net Worth..., Tax Research, Retirement, Partnership Taxation, Financial Advisory, Investments, Cash Flow, Wealth Management, Small Business, IRAs, Personal Financial..., Personal Finance, 401k, Public Speaking, Wealth Accumulation, Series 65, Investment Advisory, Financial Planning

Education
Oklahoma City University   1960 — 1963
BS Busness, Accounting and Business/Management, Psychology

Sami Moussawi Sami Moussawi Saint Louis, Missouri Details
Sami Moussawi's Wachovia Securities Financial Network Experience 2008 - 2009
Job Implementation Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  Implementation ConsultantWells Fargo AdvisorsJanuary 2011 - Present
Wachovia Securities Financial Network   2008 - 2009
A.G. Edwards, Saint Louis, Missouri   2007 - 2008
The Creative Group  2006 - 2007
Southern Illinois University Carbondale, College of Mass Communication and Media Arts   2004 - 2005
Southern Illinois University Edwardsville  2004 - 2005

Education
Southern Illinois University, Carbondale   2000 — 2003
Master's degree, Master of Science in Education (double major): Instructional Technology and Interactive Multimedia

American University in Bulgaria   1994 — 1998
Bachelor of Business Administration (B.B.A.)

Ronald Brewer Ronald Brewer Tampa/St. Petersburg, Florida Area Details
Ronald Brewer's Wachovia Securities Financial Network Experience June 1996 - September 2009
Job Database Administrator at WalMart
Industry Information Technology and Services
Experience
Walmart  April 2010 - Present
Wachovia Securities Financial Network   June 1996 - September 2009
United States Navy  June 1980 - June 1984

Skills
Microsoft SQL Server, Databases, Database Administration, Leadership

Education
NorthWest Arkansas Community College   2010 — 2012
Associate's degree, General Studies

Hillsborough Community College   2006 — 2009

Deanna Gromelski Deanna Gromelski Colorado Springs, Colorado Area Details
Deanna Gromelski's Wachovia Securities Financial Network Experience September 1986 - April 2004
Job Certified Behavior Technician at Haven Behavioral Healthcare
Industry Professional Training & Coaching
Experience
Haven Behavioral Healthcare  April 2015 - Present
University of Colorado at Colorado Springs  January 2012 - December 2014
Living in the Loving   July 2009 - January 2011
Wachovia Securities Financial Network   September 1986 - April 2004
Counseling  2001 - 2004
Counseling  2001 - 2004

Skills
Retirement Planning, Wealth Management, Series 7, Strategic Financial..., Retirement, Lifestyle Coaching, Financial Coaching, Management, Estate Planning, Financial Services, Psychology, Leadership, Finance, Portfolio Management

Education
University of Colorado Colorado Springs   2012 — 2014
Bachelor's Degree, Counseling Psychology with a minor in Communications

Pikes Peak Community College   2011 — 2012
Associate's Degree, Psychology

Corporate training   1986 — 2010
SEC Series 7, 65, 63, Insurance licensing in health, life and annuities, Financial Planning and Services

Dwanna west Dwanna west Raleigh-Durham, North Carolina Area Details
Dwanna west's Wachovia Securities Financial Network Experience August 2009 - June 2011
Job Customer Service Representative at Lenovo
Industry Retail
Experience
Lenovo  April 2015 - Present
David's Bridal  December 2012 - June 2014
US Department of Health and Human Services  January 2011 - October 2013
Wachovia Securities Financial Network   August 2009 - June 2011
Macy's  October 2008 - October 2010

Skills
Microsoft Word, Sales, Microsoft Office, Retail, Microsoft Excel, PowerPoint, Customer Service, Outlook, Leadership, Social Networking

Education
Shaw University   2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General

Shaw University   2005 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Kim Billups Kim Billups Philadelphia, Pennsylvania Details
Kim Billups's Wachovia Securities Financial Network Experience January 1996 - September 2006
Job Compliance Testing Specialist at Bank of America
Industry Banking
Experience
Bank of America  July 2014 - Present
Bank of America  September 2011 - Present
Kappa Alpha Psi, IHQ   September 2006 - January 2009
Wachovia Securities Financial Network   January 1996 - September 2006

Skills
Coaching, Analysis, Banking

Education
University of Phoenix   2006 — 2008
Master of Business Administration (MBA), Business Administration, Finance, Management and Operations

Penn State University   2000 — 2006
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services

Nelson I. Ramirez Nelson I. Ramirez Hallandale, Florida Details
Nelson I. Ramirez's Wachovia Securities Financial Network Experience June 2004 - April 2005
Job ITOperations Manager at Spirit Airlines
Industry Airlines/Aviation
Experience
Spirit Airlines  May 2010 - Present
SunGard  July 2012 - December 2012
Atlas Air  May 2008 - April 2010
Nomura  April 2005 - April 2008
Wachovia Securities Financial Network   June 2004 - April 2005
UBS Investment Bank  May 2003 - June 2004
United Nations  October 2001 - April 2003
Bear Stearns  April 1999 - September 2001

Skills
Citrix, Citrix Metaframe, Oracle, Oracle Enterprise..., SQL, Active Directory, Microsoft Technologies, Microsoft Exchange, IBM AS/400, Dell PowerVault, Dell OpenManage, Dell PowerEdge Servers, EdgeSight, Blackberry Enterprise..., Microsoft Cluster, High Availability..., IIS, Solarwinds, Orion, WSUS, Symantec Endpoint..., IBM Tivoli, Sabre, AIMSweb, Airline Reservations, Disaster Recovery, Disaster Risk Reduction, BMC Remedy, Help Desk Support, OTRS, Project Management, Vendor Management, VMware, DNS, Firewalls, XP, ITIL, System Administration, Windows Server, Databases, Microsoft SQL Server, Technical Support, Software Documentation, Operating Systems, Troubleshooting, Servers, Networking, Windows XP, DHCP, Integration

Education
Pontificia Universidad Católica Madre y Maestra   1989 — 1996
Bachelor's degree, Computer Science

Citrix   2010 — 2010
Certificate, Citrix XenApp 6.0

Oracle University   2010 — 2010
Certificate, Oracle 11g

New Horizons   2011 — 2011
Certicate, Windows 2008 Active Directory Management

Shelli Matar Shelli Matar Mission Viejo, California Details
Shelli Matar's Wachovia Securities Financial Network Experience 2001 - 2002
Job Administrative Assistant
Industry Entertainment
Experience
Wachovia Securities, Inc  June 2002 - July 2003
Piaggio America, Inc   December 2000 - March 2002
Wachovia Securities Financial Network   2001 - 2002
Adecco Employment North America   January 1996 - January 1998

Education
Saddleback College   2004 — 2005

Miami Dade College   1996 — 1997
Associate of Arts (A.A.), General Studies

2006 Fall Saddleback Community College Mission
Business Management; Business Administration

2010 Spring Irvine Valley Community College
Mass Communications

Shonna Dubose Shonna Dubose Rochelle Park, New Jersey Details
Shonna Dubose's Wachovia Securities Financial Network Experience April 2007 - March 2009
Job management at Delaware North Companies
Industry Hospitality
Experience
The Home Depot  January 2011 - Present
Delaware North Companies  January 2006 - Present
Wachovia Securities Financial Network   April 2007 - March 2009
Bloomingdale's  March 2005 - December 2007

Skills
I have experiences in..., Customer Service, Data Entry, Management, Accounts Payable, Customer Satisfaction, Sales, Inventory Management, Microsoft Excel, Microsoft Office

Education
new york university   2005 — 2014
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services, 3.6

Passaic County Community College   2006 — 2013
Bachelor of Business Administration (B.B.A.), Merchandising and Buying Operations

Tina Fulton Tina Fulton Lansdowne, Pennsylvania Details
Tina Fulton's Wachovia Securities Financial Network Experience June 2000 - September 2008
Job Real Estate Associate at Wells Fargo Wealth Management Group
Industry Financial Services
Experience
Wells Fargo Real Estate Asset Management   June 2010 - Present
Wachovia Securities Financial Network   June 2000 - September 2008

Skills
Investments, Asset Management, Portfolio Management, Financial Analysis, Mortgage Lending, Real Estate, Valuation, Loans, Series 7, Financial Modeling, Finance, Series 63

Education
Penn State University/Peirce College   1996 — 1999
Associate's degree, Accounting and Finance, 3.7

Penn State University   1976 — 1978
Business Administration and Management, General

Lisa Kirkwood Lisa Kirkwood The Colony, Texas Details
Lisa Kirkwood's Wachovia Securities Financial Network Experience January 1990 - December 1997
Job VP of Operations at Kirkwood Manor
Industry Financial Services
Experience
Kirkwood Manor   June 1997 - Present
Wachovia Securities Financial Network   January 1990 - December 1997

Skills
Management, Microsoft Office, Process Improvement, Strategic Planning, Team Building, PowerPoint, Project Management, Leadership, Customer Service, Nonprofits, Team Leadership, Public Speaking, Training, Analysis, Leadership Development

Education
Oklahoma Christian University   1986 — 1988
Journalism

Gustavo Celarie Gustavo Celarie Greater San Diego Area Details
Gustavo Celarie's Wachovia Securities Financial Network Experience April 2004 - February 2007
Job Sports Information Director at San Diego City College
Industry Public Relations and Communications
Experience
San Diego City College  August 2004 - Present
San Diego State University  August 2004 - March 2007
Wachovia Securities Financial Network   April 2004 - February 2007
San Diego Sockers  June 2003 - May 2004
San Diego Film Commission  January 2002 - May 2002

Skills
Writing, Web Design, Press Releases, Editing, Graphic Design, Spanish, Communication, InDesign, QuarkXPress, Stat Crew Software, Photoshop, Photography, Ap Style, Event Planning, Event Management, Social Media, Media Relations, Public Relations, Public Address..., Microsoft Office, FrontPage, Dreamweaver, Media Skills Training, Marketing Communications, Marketing Kits, Brochures, Website Development, Microsoft Exchange, Staff Supervision, DJ, Loan Auditing

Education
San Diego State University-California State University   1999 — 2002
Bachelor of Arts (B.A.), Communication and Media Studies

Justin Moreno Justin Moreno Sicklerville, New Jersey Details
Justin Moreno's Wachovia Securities Financial Network Experience February 2007 - January 2008
Job CoFounder of Blueberry Bomb Media, LLC
Industry Media Production
Experience
Center Stage Entertainment  February 2010 - Present
Blueberry Bomb Media, LLC   October 2012 - Present
Infinite Mortgage Services   January 2012 - April 2013
ACS Healthcare Provider Solutions  June 2008 - November 2011
Wachovia Securities Financial Network   February 2007 - January 2008

Education
Rutgers, The State University of New Jersey-Camden   2004 — 2008
Bachelor of Arts (B.A.), Economics

West Chester University of Pennsylvania   2004 — 2004

Jonathan Papp CFP®, AAMS® Jonathan Papp CFP®, AAMS® Greater New York City Area Details
Jonathan Papp CFP®, AAMS®'s Wachovia Securities Financial Network Experience October 2007 - December 2008
Job Associate Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  December 2008 - Present
Wachovia Securities Financial Network   October 2007 - December 2008
A.G. Edwards & Sons, Inc.   May 2005 - October 2007
Lincoln Electric Products Inc.   1995 - 2005
GE  1991 - 1995

Education
Southern Connecticut State University   1996 — 1999
Economics, Finance

Valerie Guenther Valerie Guenther Punta Gorda, Florida Area Details
Valerie Guenther's Wachovia Securities Financial Network Experience August 2006 - August 2007
Job Realtor, Coldwell Banker Sunstar Realty
Industry Public Relations and Communications
Experience
Coldwell Banker Sunstar Realty  November 2011 - Present
Women's Council of Realtors Englewood on the Gulf Chapter   December 2014 - Present
Charlotte County Arts and Humanities Council   April 2013 - Present
Charlotte County Democratic Party   December 2012 - Present
Charlotte County Lifelong Learning Institute   July 2012 - June 2014
Latigo Consulting Group, LLC   February 2011 - March 2012
U. S. House of Representatives   September 2007 - December 2009
Wachovia Securities Financial Network   August 2006 - August 2007
Verizon Enterprise Solutions Group  July 2000 - August 2006
E & H Integrated Systems   January 1997 - June 2000

Skills
Public Speaking, Leadership, Training, Management, Business Development, Sales, Grants, Real Estate, Sales Operations, Marketing, Social Media, Negotiation, Social Media Marketing, Strategic Planning, Public Relations, Contract Negotiation

Education
San Francisco State University
BA, Journalism

Sharteria Settles Sharteria Settles Jersey City, New Jersey Details
Sharteria Settles's Wachovia Securities Financial Network Experience October 2005 - October 2007
Job
Industry Consumer Services
Experience
State Farm  January 2013 - July 2013
Monumental Life Insurance  May 2010 - December 2012
Bankers Life and Casualty Company  April 2009 - May 2010
The Provident Bank  February 2008 - May 2009
Wachovia Securities Financial Network   October 2005 - October 2007

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Interpersonal Skills, Customer Service, Communication, Commercial Insurance, Retail Banking, Office Administration, Supervisory Skills, Sales, Account Management, Multi-task & Handle..., Property & Casualty..., Life Insurance, Health Insurance, Keyboard Skills, Decision Making, Organization Skills, Time Management, Customer Retention, Relationship Management, Marketing

Education
New Jersey City University   2011 — 2015
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services

James J Ferris High School   1998 — 2002
HS Diploma, Business and Finance Magnet Program

Kristen Barry Kristen Barry Troy, Michigan Details
Kristen Barry's Wachovia Securities Financial Network Experience January 2008 - June 2008
Job Senior Financial Analyst Strategic Planning at Gestamp North America
Industry Automotive
Experience
Gestamp North America  May 2013 - Present
Gestamp North America  April 2012 - May 2013
Gestamp North America  October 2010 - April 2012
Bloomfield Hills Financial  March 2009 - September 2010
Wachovia Securities Financial Network   January 2008 - June 2008

Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Program Management, Forecasting, Automotive, Analysis, Budgets, Business Planning, Finance, New Business Development

Education
Walsh College of Accountancy and Business Administration   2013 — 2016
Master of Business Administration (MBA), Finance

Oakland University   2005 — 2009
Bachelor of Science (BS), Accounting and Finance

Jeff Sumrell Jeff Sumrell Wilmington, North Carolina Details
Jeff Sumrell's Wachovia Securities Financial Network Experience November 2000 - February 2002
Job Owner/Organizer at Coastal Industrial Enterprises of the Carolinas, LLC
Industry Building Materials
Experience
Coastal Industrial Enterprises of the Carolinas, LLC   January 1993 - Present
CUNA Mutual Group  March 2002 - December 2004
Wachovia Securities Financial Network   November 2000 - February 2002
North Carolina National Guard  1987 - 1997
IBM  1989 - 1990

Skills
Sales, Customer Service, Investment Advisory..., Life Insurance, Digital Photography, Photoshop, Shooting Sports, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Insurance, Finance, Entrepreneurship, Photography, Fundraising, Risk Management, Social Networking

Education
North Carolina State University   1988 — 1992
Bachelor's Degree, Business Administration and Management, General

Mount Olive College   1987 — 1988

Charles B. Aycock High School   1985 — 1987
High School, College/University Preparatory

Michelle Boyd Michelle Boyd Charlotte, North Carolina Area Details
Michelle Boyd's Wachovia Securities Financial Network Experience 1994 - 1997
Job Assistant Director at Carolinas Healthcare System
Industry Hospital & Health Care
Experience
Carolinas Healthcare System  August 2009 - Present
Carolinas Healthcare System  January 2001 - August 2009
Carolinas Healthcare System  August 2000 - September 2001
Sam's Club  1998 - 2000
Wachovia Securities Financial Network   1994 - 1997

Skills
Healthcare Management, Hospitals, Program Development, Employee Training, Training Delivery, Needs Analysis, Focus Groups, Community Outreach, Leadership, Leadership Development, Marketing, Nonprofits, Process Improvement, Program Management, Public Speaking, Strategy, Training, Customer Service, Strategic Planning, Management

Education
North Carolina Agricultural and Technical State University
Master's Degree, Adult and Continuing Education and Teaching, 4.0

University of South Carolina-Columbia
Bachelor's Degree, Business, Management, Marketing, and Related Support Services

Jason Packham Jason Packham Clackamas, Oregon Details
Jason Packham's Wachovia Securities Financial Network Experience May 2007 - March 2009
Job Retirement Services District Manager
Industry Financial Services
Experience
ADP  August 2011 - Present
Mutual of America  March 2009 - July 2011
Wachovia Securities Financial Network   May 2007 - March 2009

Skills
Strategic Planning, Negotiation, Team Building, Project Management, Social Media, 401k, Investments, Investment Strategies, ERISA, Pensions, Defined Contribution, Sales, Sales Management, Salesforce.com, Direct Sales, Sales Presentations

Education
Portland State University   1998 — 2001
Bachelor's degree, Biology, General

Crystal Baldwin Crystal Baldwin Charlotte, North Carolina Details
Crystal Baldwin's Wachovia Securities Financial Network Experience August 2008 - February 2009
Job Transportation/Trucking/Railroad Professional
Industry Transportation/Trucking/Railroad
Experience
Department of North Carolina Motor Vehicles   2010 - Present
AT&T  June 2009 - April 2010
Wachovia Securities Financial Network   August 2008 - February 2009
Allstate  October 2006 - August 2008

Skills
Highly detail oriented, Team-oriented, Sales, Leadership, Employee Training, Customer Service, Computer Proficiency, Multitasking Skills, Microsoft Office, Commercial Driving, Property & Casualty..., Spreadsheets

Education
University of Phoenix   2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General

North Carolina Agricultural and Technical State University   1995 — 1999
Bachelor of Science (BS), Fashion Merchandising

Matthew Schindler Matthew Schindler Saint Louis, Missouri Details
Matthew Schindler's Wachovia Securities Financial Network Experience March 2004 - October 2008
Job Telecommunications and Networking at Monsanto
Industry Biotechnology
Experience
Monsanto  October 2008 - Present
Wachovia Securities Financial Network   March 2004 - October 2008
Mastor Telecom   June 2000 - March 2004

Skills
Telecommunications, Testing, Integration, Networking, Troubleshooting, Hardware, TCP/IP, Switches, Software Installation, Servers, Technical Support, System Deployment, Software Documentation, Operating Systems, Microsoft Office, Visio, Disaster Recovery, SharePoint, Active Directory, Microsoft Excel, VoIP, Cisco Technologies, Data Center, Microsoft Word

Education
St. Louis Community College   2011 — 2012
Cisco Academy

ITT Technical Institute-St. Louis   2000 — 2002
Associate's degree, Electrical and Electronics Engineering

Dawn Soria Dawn Soria Palm Beach Gardens, Florida Details
Dawn Soria's Wachovia Securities Financial Network Experience June 1990 - January 1999
Job Deal Coordinator at Wayne Akers Ford
Industry Automotive
Experience
Wayne Akers Ford  January 2007 - Present
Wayne Akers Ford  January 2007 - Present
Wachovia Securities Financial Network   June 1990 - January 1999

Skills
Customer Satisfaction, Professional, Organization, non-intimidating style, Quality oriented, Employee Loyalty, Persistence, Friendly Personality, Seller Representation, Accounting, Automotive, Customer Retention, Customer Service, Quality Oriented, Vehicles, PowerPoint, Automotive Aftermarket, Inventory Management, Sales, Sales Management, Team Building, Negotiation

Education
Palm Beach Community College   1993 — 1994
Accounting and Business/Management

Palm Beach Community College   1993 — 1994
AMERICAN INSTITUTION OF BANKING

Christy Rebehn Christy Rebehn Orwigsburg, Pennsylvania Details
Christy Rebehn's Wachovia Securities Financial Network Experience May 2006 - February 2010
Job Cash Management at Susquehanna Bank
Industry Banking
Experience
Susquehanna Bank  July 2013 - Present
Susquehanna Bank  February 2010 - Present
Sunken Meadow Stables   September 2008 - Present
Wachovia Securities Financial Network   May 2006 - February 2010

Skills
Consumer Lending, Small Business Lending, Commercial Lending, Loans, Commercial Banking, Retail Banking, Credit, Customer Service, Credit Analysis, Cross Selling, Coaching, Deposits, Banking, Mortgage Lending, Loan Origination, Branch Banking

Education
SUNY Plattsburgh
Bachelor of Arts (B.A.), Business/Corporate Communications

Russell Coy-Burt Russell Coy-Burt Harbor Springs, Michigan Details
Russell Coy-Burt's Wachovia Securities Financial Network Experience 2007 - 2008
Job Management Professional
Industry Financial Services
Experience
Wachovia Securities Financial Network   2007 - 2008
UBS  February 2004 - September 2006
UBS  January 2003 - February 2004
Merrill Lynch  August 2001 - August 2003
Merrill Lynch  April 1999 - August 2001
Merrill Lynch  April 1997 - April 1999
Merrill Lynch  April 1996 - April 1997
Merrill Lynch  February 1992 - April 1996
Royal Air Force  October 1975 - March 1992

Skills
Wealth Management, Series 7, Alternative Investments, Risk Management, Portfolio Management, Investment Strategies, Financial Analysis, Series 63, Six Sigma Black Belt, Fixed Income, Equities, Investments, Asset Managment, Retirement Planning, Strategic Financial..., Insurance, Life Insurance, Securities, FINRA, Mutual Funds, Hedge Funds, Asset Allocation, Options, Investment Advisory, Finance, Series 65, Asset Management, Financial Services

Education
Northwood University - Richard DeVos Graduate School of Management   1997 — 1999
Master of Business Administration (MBA), Business Administration and Management, General

Donald E. Anjal Jr Donald E. Anjal Jr Titusville, Florida Details
Donald E. Anjal Jr's Wachovia Securities Financial Network Experience August 1994 - October 1999
Job Sales, Management and Customer Service
Industry Consumer Services
Experience
National Realty of Brevard Inc.  2004 - 2008
River's Edge Inn Motel   February 2002 - July 2005
BB&T  October 1998 - December 1999
Wachovia Securities Financial Network   August 1994 - October 1999
Baymark Builders   1984 - 1986

Skills
General Manager, Investment Advisory, Bank Trust/Business..., Staffing and Recruiting, Realtor, General Maintenance and..., Accounting, Construction Cost..., Construction/Development..., Investment Sales and..., Life Insurance, Health..., Business Case Management, Sales and Customer...

Education
Old Dominion University
Bachelor of Science (BS) Psychology

Arlene Agustin Arlene Agustin Greater San Diego Area Details
Arlene Agustin's Wachovia Securities Financial Network Experience 2005 - 2007
Job Pite Duncan, LLP
Industry Legal Services
Experience
Pite Duncan, LLP  May 2015 - Present
Butler & Hosch, P.A.   March 2014 - May 2015
Prommis Solutions, LLC  December 2007 - March 2014
Wachovia Securities Financial Network   2005 - 2007
Wachovia Securities Financial Network   2003 - 2005
Cal-Western Reconveyance Corporation  2002 - 2003
GMAC Mortgage  1999 - 2001

Skills
Litigation, Civil Litigation, Courts, Legal Assistance, Legal Research, Legal Writing, Outlook, Microsoft Excel

Education
Southwestern Community College District
Real Estate

Ted Khoury Ted Khoury Linwood, New Jersey Details
Ted Khoury's Wachovia Securities Financial Network Experience November 1999 - May 2006
Job Account Executive at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott  November 2008 - Present
Raymond James Financial Inc.  May 2006 - November 2008
Wachovia Securities Financial Network   November 1999 - May 2006

Skills
Investments, Sales, Direct Sales, Salesforce.com, Series 7, Customer Service, Retirement, Mutual Funds, Small Business, Risk Management, Series 63, Financial Analysis, Retirement Planning, 401k, Estate Planning, Management, Finance, Team Building, Wealth Management, IRAs, Insurance, Portfolio Management, New Business Development

Education
Richard Stockton College of New Jersey   1991 — 1995
Bachelor of Science (B.S.), Environmental Science

Erica Archer Erica Archer Richmond, Virginia Area Details
Erica Archer's Wachovia Securities Financial Network Experience 2003 - 2006
Job Compliance Project Manager at WestRock
Industry Packaging and Containers
Experience
WestRock Company  Compliance Project ManagerMeadWestvacoJanuary 2014 - Present
MeadWestvaco  January 2013 - January 2014
MeadWestvaco  December 2011 - January 2013
MeadWestvaco  November 2006 - December 2011
Wachovia Securities Financial Network   2003 - 2006
Hunton & Williams LLP  2001 - 2003

Skills
Project Management, Project Planning, Litigation, Arbitration, Subpoenas, Powers of Attorney, HR Project Management, Case Managment, Securities Litigation, Asbestos Litigation, Intellectual Property, Westlaw, Legal Research, Legal Compliance, Corporate Law, Document Review, Legal Writing, Litigation Support, Cross-functional Team..., Process Improvement, Microsoft Office, Management

Education
University of Richmond   2002 — 2004
Paralegal Studies

Old Dominion University   1996 — 2000
B.S., Criminal Justice

JASON ORTIZ JASON ORTIZ Spartanburg, South Carolina Details
JASON ORTIZ's Wachovia Securities Financial Network Experience February 2004 - July 2006
Job UPS Product Specialist
Industry Transportation/Trucking/Railroad
Experience
UPS  December 2014 - Present
UPS  February 2011 - December 2014
Jetline Promo  October 2006 - November 2010
Wachovia Securities Financial Network   February 2004 - July 2006
Enterprise Rent-A-Car  September 2000 - January 2004

Skills
Microsoft Excel, PowerPoint, ASI, Microsoft Word

Education
State University of New York at Albany   1997 — 2000
Bachelor's degree, COMMUNICATIONS

Rockland Community College   1995 — 1997
Associate's degree, Business, Management, Marketing, and Related Support Services

Machelle Markley Machelle Markley Lake Mary, Florida Details
Machelle Markley's Wachovia Securities Financial Network Experience September 1995 - December 2003
Job Executive Administrative & Marketing Assistant
Industry Executive Office
Experience
Ultimate Globes   March 2013 - Present
BB&T  January 2010 - March 2013
Wachovia Securities Financial Network   September 1995 - December 2003

Skills
Banking, Loans, Credit, Deposits, Commercial Banking, Retail Banking, Credit Analysis, Consumer Lending, Mortgage Lending, Cash Management, Loan Origination, Microsoft Excel, Commercial Lending, Outlook, Small Business Lending

Education
Seminole Community College   2004 — 2006
Interior Design

Curtis Chow Curtis Chow San Francisco Bay Area Details
Curtis Chow's Wachovia Securities Financial Network Experience March 2007 - March 2008
Job The Melt.
Industry Restaurants
Experience
The Melt  August 2013 - Present
The Melt  December 2012 - December 2012
Kaiser Permanente  June 2012 - August 2012
Southern California Edison  October 2010 - July 2011
Southern California Edison  August 2008 - August 2010
Wachovia Securities Financial Network   March 2007 - March 2008

Skills
Leadership, Project Management, Analysis, Renewable Energy, Energy, Financial Analysis, Business Strategy, Commodity Markets, Consulting, Food & Beverage, Financial Modeling, Strategy

Education
Stanford University Graduate School of Business   2011 — 2013
Master of Business Administration (MBA)

University of California, Los Angeles   2004 — 2008
B.A., B.S., Psychobiology/Economics

Jennifer Krasnansky Jennifer Krasnansky Corning, New York Details
Jennifer Krasnansky's Wachovia Securities Financial Network Experience January 2000 - April 2004
Job Chief Compliance Officer/Director of Client Accounting at John G. Ullman & Associates
Industry Financial Services
Experience
John G. Ullman & Associates, Inc.   April 2004 - Present
Wachovia Securities Financial Network   January 2000 - April 2004

Skills
IACCP - Investment...

Education
Webster University, Myrtle Beach, SC   1997 — 1999
MBA, Buisness

Rutgers, The State University of New Jersey-New Brunswick   1994 — 1996
Bachelor of Arts, Political Science

Ellen Dungey Ellen Dungey Syracuse, New York Area Details
Ellen Dungey's Wachovia Securities Financial Network Experience May 2008 - August 2008
Job Inforce Collections at AXA US
Industry Transportation/Trucking/Railroad
Experience
AXA US  July 2015 - Present
NEMF  September 2010 - July 2015
Wachovia Securities Financial Network   May 2008 - August 2008

Skills
Pricing, Customer Satisfaction, Microsoft Word, Logistics, Customer Service, Microsoft Office, Shipping, LTL, Forecasting, Accounts Receivable, Microsoft Excel, Negotiation, AS400 system, Budgets, Invoicing, Compliance, Customer Relations, Account Management, Credit Analysis, PDF Creator, Teamwork, Business Development, Networking

Education
SUNY Oswego   2006 — 2010
Bachelor of Science (B.S.), Finance, General

Jordan Elbridge High School   2002 — 2006
Regents Diploma

Patrick Breslin Patrick Breslin Greater Philadelphia Area Details
Patrick Breslin's Wachovia Securities Financial Network Experience 2007 - 2008
Job Global Banking Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  July 2012 - Present
.   2015 - 2015
.   2015 - 2015
.   2014 - 2014
.   2014 - 2014
Wells Fargo  February 2012 - July 2012
Wells Fargo  May 2010 - February 2012
Roxborough Development Corporation   2011 - 2012
Wachovia Securities Financial Network   2007 - 2008

Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Credit, Credit Analysis, Loans, Portfolio Management, Banking, Series 7, Investments, Bloomberg, Essbase, Valuation, Mortgage Lending, Equities, Underwriting, Fixed Income, Series 63, Commercial Lending, Finance, Treasury Management, Commercial Banking

Education
Penn State University   2004 — 2008
Bachelor of Science (BS), Mathematics

Vincent Romano Vincent Romano Greater Chicago Area Details
Vincent Romano's Wachovia Securities Financial Network Experience 1991 - 2003
Job Editor at www.TaylorStreetArchives.com
Industry Financial Services
Experience
World Trade Council   2012 - Present
www.TaylorStreetArchives.com   2006 - Present
Morgan Stanley Smith Barney  August 2003 - September 2012
Wachovia Securities Financial Network   1991 - 2003
Merrill Lynch  1985 - 1991

Skills
Retirement Planning, Customer Service, Estate Planning, IRAs, Retirement, Wealth Management, Series 7, Series 63, Public Speaking, Mutual Funds, Investment Advisory, Investments, Financial Risk, Strategic Financial..., Equities, Small Business, Options, Finance, Fundraising, Insurance, Portfolio Management, 401k, Trading, Risk Management

Education
Northeastern Illinois University
masters, Psychology

Magee, Ralph Magee, Ralph Richmond, Virginia Area Details
Magee, Ralph's Wachovia Securities Financial Network Experience June 2008 - March 2010
Job Trading Compliance Consultant at Oyster Consulting, LLC and Owner of Virginia Tidal Rivers Guide Service
Industry Financial Services
Experience
Oyster Consulting, LLC  March 2010 - Present
Virginia Tidal Rivers Guide Service   January 2010 - Present
Wachovia Securities Financial Network   June 2008 - March 2010
Wells Fargo  June 2003 - June 2008

Skills
Series 7, Securities, Mutual Funds, Series 63, Equities, Fixed Income, Investments, Financial Services, Capital Markets, Trading, Bloomberg, FINRA, Financial Markets, Bonds, Series 65

Education
Randolph-Macon College   1992 — 1995
BA, Business/Economics

Patrick Henry High School, Ashland VA   1988 — 1991
High School Diploma

Jennifer L. Royal Jennifer L. Royal Greater Denver Area Details
Jennifer L. Royal's Wachovia Securities Financial Network Experience 1999 - 2001
Job Regional Teaming Director at MetLife
Industry Financial Services
Experience
MetLife  December 2014 - Present
NAIFA-Denver   2012 - January 2015
MetLife  June 2013 - December 2014
MetLife  December 2010 - June 2013
Great-West Retirement Services  September 2003 - July 2009
Lincoln Financial Advisors  June 2001 - September 2003
Wachovia Securities Financial Network   1999 - 2001

Skills
Coaching, Financial Services, Marketing Communications, Marketing, Marketing Strategy, Relationship Management, Practice Management, Consulting, Data Analysis, Collaborative Problem..., Brand Development, Corporate Communications, Strategic Vision, Value Propositions, Direct Marketing, Business Strategy, Business Planning, Project Management, Public Speaking, Vision Development, Succession Planning, Business Valuation, Team Building, Team Leadership, Team Management, Leadership, DISC Profiling

Education
Southern Illinois University, Carbondale   1993 — 1998
Communications

Justin Stern Justin Stern Miami/Fort Lauderdale Area Details
Justin Stern's Wachovia Securities Financial Network Experience March 2008 - May 2010
Job Shoot for the moon, if you miss your still amongst the stars!
Industry Airlines/Aviation
Experience
TD Ameritrade  March 2014 - Present
Those South beach Guys, LLC.   January 2011 - Present
SRI LLC.   May 2010 - Present
Clear 4 Take Off   October 2012 - March 2014
Dgenn LLC.   March 2011 - January 2013
Wachovia Securities Financial Network   March 2008 - May 2010

Skills
Team Building, New Business Development, Investments, Business Development, Business Planning, Contract Negotiation, Marketing, Sales, Series 7, Start-ups, Strategic Financial..., Training, Business Strategy, Insurance, Mutual Funds

Education
New York University   2001 — 2005
B.S

Shonda Simmons, CSM Shonda Simmons, CSM Richmond, Virginia Details
Shonda Simmons, CSM's Wachovia Securities Financial Network Experience February 2008 - March 2009
Job Project Manager at Capital One
Industry Financial Services
Experience
Capital One  January 2015 - Present
Capital One  January 2013 - January 2015
Capital One  August 2011 - January 2013
Long & Foster Companies  January 2006 - October 2011
U.S. Department of the Treasury   December 2010 - August 2011
Wachovia Securities Financial Network   February 2008 - March 2009
Capital One  April 1998 - January 2008

Skills
Customer Service, Team Building, Recruiting, Real Estate, Time Management, Program Management, Administrative..., Microsoft Excel, Teamwork, Calendaring, Management, Project Planning, Event Planning, Training, Microsoft Office, Public Speaking, Microsoft Word, Outlook, PowerPoint, Negotiation, Event Management, Visio, Data Entry, Call Centers, Research, Interviews, Contract Negotiation, Process Scheduler, Nonprofits, Social Media, Project Management, Customer Satisfaction, Budgets, Social Networking, Sales, Leadership

Education
Old Dominion University   2014 — 2017
Bachelor of Science (B.S.), Business/Corporate Communications

Cheryl Winstead Cheryl Winstead Richmond, Virginia Details
Cheryl Winstead's Wachovia Securities Financial Network Experience September 2003 - May 2008
Job Ancillary Analyst at SunTrust Mortgage
Industry Banking
Experience
SunTrust Mortgage  December 2014 - Present
SunTrust Mortgage  November 2013 - January 2015
SunTrust Mortgage  April 2012 - November 2013
SunTrust Mortgage  May 2008 - April 2012
Wachovia Securities Financial Network   September 2003 - May 2008
BB&T  March 2001 - July 2002

Skills
Risk Management, Credit, Default, Mortgage Lending, Real Estate, Financial Analysis, Loans, Banking, Credit Risk, Mortgage Banking, Foreclosures, Underwriting, Accounting, Account Management, Accounts Payable, Financial Accounting, Accounts Receivable, Account Reconciliation, Business Analysis, Office Management, Office Administration, Microsoft Office, Program Management, Payments, Brokerage, Financial Services, Microsoft Excel, Microsoft Word, Social Services, Child Support, Compliance, Access, Wordperfect, Lotus Notes, Outlook, Oracle, Midas, Fidelity, Image Processing, GL, Ariba, Reporting & Analysis, GAAP, Financial Statement..., Economics, Statistics, HR Information..., Credit Analysis, SOX Compliancy, Securities Regulation

Education
Liberty University
Finance

Strayer University (VA)
BA, Accounting and Business/Management

Wilkin Maldonado Wilkin Maldonado Washington D.C. Metro Area Details
Wilkin Maldonado's Wachovia Securities Financial Network Experience June 2007 - June 2009
Job All Source Analyst at BAE Systems
Industry
Experience
BAE Systems  October 2014 - Present
OMNIPLEX World Services Corporation  July 2014 - October 2014
CSC  October 2010 - July 2014
CSC  November 2009 - October 2010
Wachovia Securities Financial Network   June 2007 - June 2009

Skills
Data Analysis, Business Analysis, ITIL, Market Research, Analysis, Analytics, Microsoft Office

Education
New York Institute of Technology   2002 — 2006
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services

Jeffrey Daft Jeffrey Daft Sacramento, California Area Details
Jeffrey Daft's Wachovia Securities Financial Network Experience July 2000 - January 2009
Job Vice PresidentFinancial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   Vice President Private Wealth ManagementRobert W. Baird & Co.January 2009 - Present
Wachovia Securities Financial Network   July 2000 - January 2009

Skills
Strategic Planning

Education
University of California, Berkeley   1972 — 1974
Finance

Santa Clara University   1968 — 1970
Busineess

Jesuit High School   1964 — 1968

Jerry Fuller CFP®, MBA Jerry Fuller CFP®, MBA Kansas City, Missouri Area Details
Jerry Fuller CFP®, MBA's Wachovia Securities Financial Network Experience January 2008 - June 2009
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2009 - Present
Wachovia Securities Financial Network   January 2008 - June 2009
A.G. Edwards   March 2005 - January 2008
Edward Jones  August 1999 - March 2005

Education
Rockhurst University   1980 — 1982
MBA, Executive Fellows

University of Missouri-Columbia   1970 — 1973
Masters of Science, Civil Engineering

University of Missouri-Rolla   1965 — 1969
Bachelors of Science, Civil Engineering

NKC High School

Dave Severson Dave Severson Greater Minneapolis-St. Paul Area Details
Dave Severson's Wachovia Securities Financial Network Experience March 1998 - January 2000
Job Business Specialist with Expect Success Coaching
Industry Professional Training & Coaching
Experience
Expect Success Coaching   November 2010 - Present
Mineral Schools   2009 - 2011
Wachovia Securities Financial Network   March 1998 - January 2000
Principal Financial Group  January 1995 - January 1998

Education
North Dakota State University   1962 — 1970
BS/MS, Ag Economics

James W. Mewborn, MBA James W. Mewborn, MBA Lakeland, Florida Area Details
James W. Mewborn, MBA's Wachovia Securities Financial Network Experience 2005 - 2008
Job Contract CFO at Mewborn Consulting
Industry Financial Services
Experience
Liberty University  2013 - Present
Polk State College  2012 - Present
Keiser University  2012 - Present
Florida School of Insurance   1998 - Present
Ameriprise Financial  July 2008 - November 2014
Wachovia Securities Financial Network   2005 - 2008

Education
Webster University
MBA, Business and Finance

Southeastern University
BS, Business

Auburndale Sr. High School   1983 — 1986
Diploma, Required

Polk Community College
AA, Marketing

Grant M. Trimble, AIF® Grant M. Trimble, AIF® Kansas City, Missouri Area Details
Grant M. Trimble, AIF®'s Wachovia Securities Financial Network Experience May 2007 - June 2009
Job Trimble Investment Group, LLC
Industry Financial Services
Experience
LPL Financial  May 2013 - Present
Cetera Advisors LLC  June 2009 - May 2013
Wachovia Securities Financial Network   May 2007 - June 2009
RBC Dain Rauscher  March 2004 - May 2007

Education
Northwestern University   1998 — 2002
BA, Economics

Spencer Shea Spencer Shea Pittsburgh, Pennsylvania Details
Spencer Shea's Wachovia Securities Financial Network Experience July 2006 - August 2009
Job SVP Director of Customer Experience PNC Enterprise
Industry Financial Services
Experience
PNC  January 2014 - Present
PNC  May 2011 - January 2014
PNC Financial Services Group  August 2009 - May 2011
Wachovia Securities Financial Network   July 2006 - August 2009
US Army  June 1998 - June 2002

Skills
Building Customer..., Customer Retention, Financial Reporting, Financial Analysis, Personal Finance, Cross-functional Team..., Strategic Leadership, Thought Leadership, Customer Engagement, Customer Experience..., Voice of the Customer..., Finance, HumanSigma, Banking, Business Development, Competitive Analysis, Credit, Credit Cards, Customer Experience, Leadership, Retail Banking, Sales, Sales Operations, Small Business Lending, Strategy, Wealth Management, Retail, Mergers, Consumer Lending, Financial Services, Relationship Management, Executive Management, Branch Banking, Credit Analysis, Analytics, Cross Selling, Time Management

Education
CBA School - Consumer Bankers Association   2013 — 2013
Other, Market Simulation

CBA School - Consumer Bankers Association   2013 — 2013
Executive Learning, Market Simulation

Duquesne University   2012 — 2013
Executive School of Business, Financial Planning and Services

Pace University - Lubin School of Business   2008 — 2010
CFP, CFP

Queens College   2002 — 2004
Master's degree, Urban Studies/Affairs

Siena College   1998 — 2002
B.A, Psychology

Chaminade Highschool   1994 — 1998
High School Diploma, High School/Secondary Diplomas and Certificates

Shannon Stott Shannon Stott Orange, Texas Details
Shannon Stott's Wachovia Securities Financial Network Experience November 2006 - July 2007
Job Media Consultant at Beaumont Enterprise
Industry Accounting
Experience
Beaumont Enterprise  October 2014 - Present
Cakepops by Shannon   January 2012 - Present
Group Six Communications   June 2013 - February 2014
Beacon Maritime, Inc.   January 2012 - May 2013
Dransco   February 2011 - August 2011
The Signature Group  August 2010 - February 2011
Beck Disaster Recovery, Inc.   September 2008 - July 2009
Capital One  February 2008 - August 2008
Wachovia Securities Financial Network   November 2006 - July 2007
Wells Fargo  February 2006 - November 2006

Skills
Accounts Payable, Financial Accounting, Accounts Receivable, Sales, ADP Payroll, Sage MAS200, Sage ERP X3, QuickBooks, Microsoft Office, Accounting, Finance, Contract Management, Payroll, Contract Negotiation, Team Building, Project Planning, Management, Customer Service

Education
Southern Oregon University   1999 — 2002
Communication, General

Panola College   1991 — 1993
Theatre/Theater

Keerthi K Keerthi K San Diego, California Details
Keerthi K's Wachovia Securities Financial Network Experience 2007 - 2008
Job Sr. System Analyst at Qualcomm
Industry Computer Networking
Experience
Qualcomm  July 2011 - Present
Lumley insurance- Australia   July 2010 - July 2011
Incessanttechnologies   February 2010 - July 2011
MasterCard  February 2010 - July 2010
Enterprise Rent-A-Car  June 2008 - November 2009
Wachovia Securities Financial Network   2007 - 2008

Skills
Test Automation, Pega PRPC, SDLC, Requirements Analysis, Agile Methodologies, Quality Center, Software Project..., Oracle, Testing, Java, Web Services, SQL, QTP, Unix, JSP, Java Enterprise Edition, XML, Software Quality..., SOA, Test Planning, Integration, Business Analysis, Quality Assurance, Databases, User Acceptance Testing, Test Cases

Education
Osmania University   1995 — 1997
BS

oxford grammar

Alexandra O'Dell Alexandra O'Dell Boynton Beach, Florida Details
Alexandra O'Dell's Wachovia Securities Financial Network Experience 2007 - 2009
Job Superior results are born from focused objectives.
Industry Marketing and Advertising
Experience
My Own Business  June 2015 - Present
Kaplan University  May 2009 - February 2012
Deutsche Bank Asset Management  2009 - 2009
Wachovia Securities Financial Network   2007 - 2009
TradeStation Securities  2005 - 2007
John W. Henry & Company, Inc.   2002 - 2005
SALOMON SMITH BARNEY  2000 - 2002
PaineWebber  1999 - 2000
Merrill Lynch, Pierce, Fenner & Smith Incorporated   1997 - 1999

Skills
Financial Services, Strategic Planning, Marketing Strategy, Communication, Sales, Alternative Investments, Wealth Management..., Presentation Skills, Risk Management, Client Services, Trade Compliance, Compliance Management, Public Speaking, Investments, Portfolio Management, Analysis, Management, Mutual Funds, Series 7, Trading, Marketing, Options, Social Media Marketing, Securities

Education
Sacred Heart University   1991 — 1995
BA, English & Communications

Dawn Moore Dawn Moore Skokie, Illinois Details
Dawn Moore's Wachovia Securities Financial Network Experience January 2003 - January 2004
Job Administrative Assistant at Mack & Associates
Industry Internet
Experience
Mack & Associates  June 2015 - Present
Take Shape For Life  November 2014 - Present
Highland Solutions  February 2011 - December 2014
Devar Emet Messianic Jewish Outreach   May 2012 - January 2013
First Presbyterian Church  July 2009 - May 2012
volunteer skokie   February 2010 - February 2011
Mitchell Planning Associates  October 2006 - January 2010
Mitchell Planning Associates  October 2006 - January 2010
Marshall Field's /Macy's Old Orchard Mall   June 2005 - January 2009
Wachovia Securities Financial Network   January 2003 - January 2004

Skills
Microsoft Word, Microsoft Excel, Lotus Connections, PowerPoint, QuickBooks, projector psa, Roxio creator, SugarCRM, Act, IBM Connections, Roxio, Employee Relations, Microsoft Office, Accounts Receivable, Healthcare, Strategic Planning, Hospitals, Management, Analysis, Access, Process Improvement, Customer Service, Sales, Leadership, Training, Public Speaking, Team Building, Event Planning, Social Networking, Social Media

Education
Robert Morris University - Illinois   2014 — 2014
Business Administration and Management/Human Resources/Employment Law

Kaplan Financial Education   2000 — 2001
Series 7,63,9 & 10, Borkerage

Marina High School   1973 — 1977
High School Diploma, History

Michael D. Carter, Sr. Michael D. Carter, Sr. San Francisco Bay Area Details
Michael D. Carter, Sr.'s Wachovia Securities Financial Network Experience July 2008 - April 2010
Job President at Diversified Marketing and Management | Cash Capital Management
Industry Marketing and Advertising
Experience
Diversified Marketing and Mgt. LLC Cash Capital Management   April 2011 - Present
Franco Diore' Enterprises   May 2011 - April 2012
Carter Capital Management   May 2010 - May 2011
Wachovia Securities Financial Network   July 2008 - April 2010
Citi  October 2003 - July 2008
Wells Fargo Advisors  February 1993 - October 2003

Skills
Marketing Strategy, Business Plans, Conversion Management, Capital Acquisition, Revenue Enhancement, Discounted Legal Network, Telecommunications Cost..., Website Development, Video Production, Unsecured Business..., Wealth Management, Start-up Business..., Business Consulting, Email Marketing, Business Planning, Management Consulting, Mergers & Acquisitions, Trading Systems, Oil & Gas Industry, Sales, Management, Resorts, Lead Generation, Investment Banking, Gold, Hedge Funds, Trading, Trade Finance, Construction Finance, Platform Architecture, Finance, New Business Development, Funding, Marketing, Investments, Banking, Loans

Education
San Jose State University   1977 — 1981
BS Marketing, BA Advertising

VijayMohan Vasu VijayMohan Vasu Columbia, Missouri Area Details
VijayMohan Vasu's Wachovia Securities Financial Network Experience October 2001 - October 2003
Job Cjayss.com and Data Warehouse Analyst
Industry Information Technology and Services
Experience
MidwayUSA  December 2011 - Present
Cjayss.Com   November 2008 - Present
Shelter Insurance Companies  November 2007 - December 2011
Fidelity Investments  September 2004 - September 2007
Textron Systems  December 2003 - May 2004
Wachovia Securities Financial Network   October 2001 - October 2003
Citi  March 2001 - September 2001
MCI WORLDCOM  January 1997 - March 2001
IBM  March 1996 - January 1997
IBM  November 1994 - December 1995

Skills
Business Intelligence, R' Aanalytics, SharePoint, Data Warehousing, Business Analysis, Databases, SDLC, Microsoft SQL Server, Requirements Analysis, Database Design, Analysis, SSIS, Project Management, Program Management, Visio, ETL, Analysis Services, Software Project..., Data Modeling, SOA, Enterprise Architecture, SSRS, SQL, DB2, Business Intelligence..., Data Analysis, Microsoft Technologies, Database Administration, Requirements Gathering, XML, Agile Methodologies, T-SQL, SQL Server, Application Development, Software Development, Team Leadership, SQL Server 2000-2008, SSAS 2008, COBOL, CICS, VSAM, JCL, UNIX, C'Language, Systems Analysis, Integration

Education
Villanova University   2012 — 2013
MASTER CERTIFICATE IN BUSINESS INTELLIGENCE, Data Warehousing and Business Intelligence

Pentafour Softwares   1994 — 1995
Diploma, Advanced Software Technology

Osmania University   1989 — 1995
BA,MBA, Economics, Political Science, PublicAdministration, Marketing, Finance and Human Resource

National Institute of Information Technology   1989 — 1991
Honors Diploma in Systems Management, Information Technology

USCD

Christopher Lynch Christopher Lynch Greater San Diego Area Details
Christopher Lynch's Wachovia Securities Financial Network Experience 2006 - 2007
Job Managing Partner at Everyday California
Industry Sports
Experience
Everyday California  November 2010 - Present
Lynch Investment Management   March 2005 - October 2010
Altegris Investments  August 2007 - March 2008
Wachovia Securities Financial Network   2006 - 2007

Skills
Entrepreneurship, Marketing, Social Media Marketing, Management, Online Marketing, Account Management, Social Networking, New Business Development, Sales Management, Customer Service, Sales, Marketing Strategy, Advertising, Digital Media, Budgets, Hospitality, Online Advertising, Start-ups, Strategic Partnerships, Market Research, Email Marketing, Brand Development, Social Media, Leadership, Strategic Planning, Television

Education
San Diego State University-California State University   2003 — 2008
BA, International Economics

Semester at Sea   2006 — 2006
University of Pittsburgh, International/Global Studies

Shedly Justinien Shedly Justinien Greater New York City Area Details
Shedly Justinien's Wachovia Securities Financial Network Experience 2005 - 2006
Job Analyst at Citigroup Capital Markets
Industry Financial Services
Experience
Citi - Residential Finance   February 2014 - Present
Citi - Agency & Trust   September 2010 - January 2014
Bank of New York Mellon  October 2006 - September 2010
Wachovia Securities Financial Network   2005 - 2006

Skills
Fixed Income, Investments, Due Diligence, Equities, Bloomberg, Derivatives, Capital Markets, Financial Analysis, Bonds, Swaps, Risk Management, Residential Mortgages, Financial Services, Portfolio Management, Finance, Valuation

Education
Pace University   2001 — 2005
BA, Economics

Julie A. Williams Julie A. Williams Indianapolis, Indiana Area Details
Julie A. Williams's Wachovia Securities Financial Network Experience July 1996 - February 2004
Job Vice President and Assistant Director of Compliance at City Securities Corporation
Industry Financial Services
Experience
City Securities Corporation  December 2008 - Present
NatCity Investments  February 2004 - December 2008
Wachovia Securities Financial Network   July 1996 - February 2004

Skills
Investment Advisory, Financial Services, Risk Management, Regulatory Compliance, Compliance Management

Education
Purdue University   1988 — 1993
Bachelor of Arts (B.A.), Pre-Physical Therapy Studies/Pre-Medicine Studies

Marc Roberts, CFA Marc Roberts, CFA Albany, New York Area Details
Marc Roberts, CFA's Wachovia Securities Financial Network Experience August 2006 - December 2006
Job Portfolio Manager / Investment Research Analyst at Fenimore Asset Managment
Industry Investment Management
Experience
Fenimore Asset Management  March 2012 - Present
Fenimore Asset Management  June 2010 - Present
Fenimore Asset Management  October 2008 - Present
Fenimore Asset Management  June 2007 - June 2010
Wilson, Stark, & Basila CPA's   January 2006 - May 2007
Wachovia Securities Financial Network   August 2006 - December 2006

Skills
Equities, Fixed Income, Investments, Mutual Funds, Due Diligence, Investment Strategies, Asset Management, Portfolio Management, Investment Research, Securities, Hedge Funds, Valuation, Financial Analysis

Education
Siena College   2003 — 2007
Finance

Nicole MacMoyle Nicole MacMoyle Greater New York City Area Details
Nicole MacMoyle's Wachovia Securities Financial Network Experience June 2010 - August 2010
Job Audit Senior Staff at Crowe Horwath LLP
Industry Accounting
Experience
Crowe Horwath LLP  September 2013 - Present
Tiffany & Co.   May 2012 - August 2012
Stephen G Brilliant, MS CPA   July 2011 - March 2012
Wachovia Securities Financial Network   June 2010 - August 2010

Skills
Financial Accounting, Cost Accounting, Tax Accounting, Microsoft Excel, Business Objects, JDE Enterprise One, Financial Reporting, Journal Entries, Variance Analysis

Education
Penn State University   2009 — 2013
Bachelor of Science (BS), Accounting

Kasi Boyles Kasi Boyles Baltimore, Maryland Area Details
Kasi Boyles's Wachovia Securities Financial Network Experience August 2005 - December 2006
Job Regional Vice President at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors  April 2014 - Present
ING Financial Partners  September 2011 - March 2014
ING Financial Partners  July 2010 - September 2011
ING Financial Advisors  December 2006 - July 2010
Wachovia Securities Financial Network   August 2005 - December 2006
Pinellas County Schools  July 2002 - June 2005

Education
University of South Florida   1999 — 2002
Bachelor's, Education

Salisbury University   1997 — 1999
Education

Washington High School   1994 — 1997

Alyssa Hultman Alyssa Hultman Greater Denver Area Details
Alyssa Hultman's Wachovia Securities Financial Network Experience May 2007 - July 2009
Job Associate Product Manager at Jackson
Industry Financial Services
Experience
Jackson  September 2015 - Present
Jackson National Life Distributors LLC  August 2013 - Present
Jackson National Life Distributors LLC  July 2009 - August 2013
Wachovia Securities Financial Network   May 2007 - July 2009

Skills
Investments, Mutual Funds, Series 7, Series 6, Series 63, Alternative Investments, Leadership, Retirement Planning, Retirement, Variable Annuities

Education
Southern Illinois University, Carbondale   1997 — 2001
Bachelor of Arts (B.A.), Mass Communication/Media Studies

Teffaney Williams Teffaney Williams Charlotte, North Carolina Area Details
Teffaney Williams's Wachovia Securities Financial Network Experience August 2008 - Present
Job DS Licensing at Wachovia Securities Financial Network
Industry Banking
Experience
Wachovia Securities Financial Network   August 2008 - Present

Education
Pfeiffer University

CALLINDA KNOX CALLINDA KNOX Pasadena, California Details
CALLINDA KNOX's Wachovia Securities Financial Network Experience June 1988 - April 2005
Job TIAACREF / Senior Administrative Associate / Notary Public
Industry Financial Services
Experience
TIAA-CREF  October 2007 - Present
Careers USA  April 2005 - October 2007
Wachovia Securities Financial Network   June 1988 - April 2005
Philadelphia Stock Exchange  June 1986 - June 1988

Skills
Outlook, Administrative..., Training, Customer Service, Spreadsheets, Employee Benefits, Sales, Teamwork, Financial Services, Securities, Team Management, Finance, Security, Notary Public, State of..., Accounting, Microsoft Word, Administration, Access, Human Resources, Process Scheduler

Education
Peirce College   1980 — 1982
Accounting

madhuri latha prathikantam madhuri latha prathikantam San Jose, California Details
madhuri latha prathikantam's Wachovia Securities Financial Network Experience February 2008 - June 2010
Job Data Engineer at Chegg Inc.
Industry Financial Services
Experience
Chegg Inc.  April 2013 - Present
Wells Fargo  January 2012 - March 2013
Informatica  October 2011 - January 2012
Capital Group  January 2011 - September 2011
Union Bank  July 2010 - January 2011
Wachovia Securities Financial Network   February 2008 - June 2010
Telstra  February 2007 - February 2008
Virtumobile Technologies Pvt LTD, Hyderabad   May 2006 - February 2007

Skills
EDW, Business Intelligence, ETL, informatica, Unix, Perl, Teradata, Integration, Oracle PL/SQL..., java, j2ee, J2EE Application..., Brio Reports, Microstrategy, MySQL, oracle, Star Schema, Data Modeling, Data Mining, Performance Tuning, Datastage, PL/SQL, Oracle, Java, Informatica, Java Enterprise Edition, Hadoop, Hive, SDLC, MapReduce

Education
Osmania University   2004 — 2006
Master's degree, Physics

Osmania University
Bachelor's degree, Mathematics and Computer Science

Kate Lessaris Kate Lessaris Greater Chicago Area Details
Kate Lessaris's Wachovia Securities Financial Network Experience August 2007 - May 2008
Job Associate Attorney at Bryan Cave
Industry Law Practice
Experience
Bryan Cave  October 2011 - Present
University of Illinois at Urbana-Champaign  August 2009 - May 2011
Bryan Cave  June 2010 - July 2010
Missouri Attorney General's Office  June 2009 - August 2009
Wachovia Securities Financial Network   August 2007 - May 2008

Skills
Legal Research, Legal Writing, Litigation, Commercial Litigation, Civil Litigation, Courts, Westlaw, Research, Microsoft Office, Trials

Education
University of Illinois College of Law   2008 — 2011
Doctor of Law (J.D.), Summa Cum Laude

Saint Louis University   2004 — 2008
Bachelor of Science in Business Administration, Economics, Summa Cum Laude

BRUCE CHAMPOUILLON BRUCE CHAMPOUILLON Davenport, Florida Details
BRUCE CHAMPOUILLON's Wachovia Securities Financial Network Experience June 1999 - January 2004
Job BANKING EXEC W CITICORP NOW RETIRED/DISABLED VET
Industry Banking
Experience
Wachovia Securities Financial Network   June 1999 - January 2004
U.S. Bank   April 1996 - January 1999
CITICORP/CITIBANK  October 1976 - June 1994
American Express  April 1972 - August 1976

Skills
Series 7, Series 63, Portfolio Management, Mutual Funds, Investments, Securities, Banking, Series 65, Mergers & Acquisitions

Education
NYU   1972 — 1976
Bachelor of Business Administration (BBA), Business Administration, Management and Operations

Joron Howey Joron Howey Charlotte, North Carolina Details
Joron Howey's Wachovia Securities Financial Network Experience 2005 - 2007
Job Financial Service Consultant at TIAACREF
Industry Banking
Experience
TIAA-CREF  November 2014 - Present
Bank of America  November 2011 - June 2014
Bank of America  2010 - 2011
Wells Fargo  2007 - 2010
Wachovia Securities Financial Network   2005 - 2007

Skills
Mortgage Lending, Banking, Loans, Consumer Lending, Credit Analysis, Commercial Banking, Financial Risk, Retail Banking, Commercial Lending, Credit

Education
North Carolina Central University   1995 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Concetta Connie Turner Concetta Connie Turner Richmond, Virginia Area Details
Concetta Connie Turner's Wachovia Securities Financial Network Experience December 2004 - March 2005
Job Project Schedule Manager, APEX Systems, Inc. at Altria
Industry Information Technology and Services
Experience
Apex Systems at Altria   November 2014 - Present
Technology Ventures at Fannie Mae   September 2014 - October 2014
APEX at Wells Fargo Advisors   July 2013 - August 2014
Configuration Management, Inc. at CapitalOne   February 2013 - May 2013
Configuration Management, Inc. at Capital One   December 2010 - February 2013
Comsys at CapitalOne   November 2009 - December 2010
Comsys at CapitalOne   June 2008 - November 2009
Clearpoint Resources at Altria   August 2006 - January 2008
Comsys at CapitalOne   June 2005 - August 2006
Wachovia Securities Financial Network   December 2004 - March 2005

Skills
Vendor Management, PMP, MS Project, Process Improvement, Project Management, Release Management, Business Analysis, Infrastructure, SDLC, SharePoint, IT Management, PMO

Education
Strayer University (VA)
Master of Business Administration (M.B.A.), Human Resources Management and Services

Virginia Commonwealth University - School of Business   1982 — 1987
Bachelor Of Science, Finance and Information Systems

Cindy Kieswetter Cindy Kieswetter Romeoville, Illinois Details
Cindy Kieswetter's Wachovia Securities Financial Network Experience 2007 - 2008
Job Banking Professional
Industry Banking
Experience
Wells Fargo Home Mortgage  2008 - 2011
Wachovia Securities Financial Network   2007 - 2008
JPMorgan Chase  2004 - 2007
Town and Country Credit  2002 - 2004

Skills
Learn New Software..., Thinking Outside The Box, Organization, QuickBooks, Microsoft Office, Microsoft Excel, Microsoft Word, Loan Origination, Banking, Refinance, Loans, Credit Risk, Consumer Lending, Mortgage Lending, Credit Analysis, Mortgage Banking, Credit

Education
North Central College   1997 — 2001
Bachelor's degree, Business/Corporate Communications

Dominique Andrews Dominique Andrews United States Details
Dominique Andrews's Wachovia Securities Financial Network Experience June 2007 - August 2011
Job Health Assistant at Accolade, Inc.
Industry
Experience
Accolade, Inc.   July 2014 - Present
Shining Light House   April 2011 - Present
Wachovia Securities Financial Network   June 2007 - August 2011
Marathon Grill  May 2003 - June 2007

Skills
Management, Strategy, Sales, Finance, Time Management, Sales Operations, Customer Service, Software Documentation, Accounting, Retail, Data Entry, Real Estate

Education
Philadelphia College of Osteopathic Medicine   2012 — 2015
Master's Degree, Organization Development & Leadership

Temple University - College of Health Professions and Social Work   2014 — 2014
Certification, Nationally Registered Certified Administrative Health Assistant

Temple University - College of Health Professions and Social Work   2014 — 2014
Certification, Nationally Registered Certified Coding Specialist

Pennsylvania State University-Penn State Berks   2002 — 2006
Bachelor's Degree, Business / Communication Arts & Sciences

Ashley McLeod, MBA Ashley McLeod, MBA Atlanta, Georgia Details
Ashley McLeod, MBA's Wachovia Securities Financial Network Experience May 2007 - May 2009
Job at
Industry Banking
Experience
NCUA  August 2014 - Present
NCUA  August 2013 - August 2014
NCUA  January 2012 - August 2013
NCUA  June 2009 - January 2012
Wachovia Securities Financial Network   May 2007 - May 2009

Skills
Financial Analysis, Financial Modeling, Credit, Portfolio Management, Banking, Finance, Investments, Risk Management, Credit Risk, Microsoft Excel, Financial Risk, Accounting, Financial Reporting, PowerPoint, Microsoft Office, Auditing, Strategic Planning, Customer Service, Public Speaking, Microsoft Word

Education
Union Graduate College   2007 — 2009
Master of Business Administration (MBA), Finance, General

State University of New York College at Geneseo   2003 — 2007
B.S. in Business Administration, Business Administration and Management, General

Ali Yazdi Ali Yazdi Los Angeles, California Details
Ali Yazdi's Wachovia Securities Financial Network Experience 2008 - 2008
Job Contoller/Analyst at CrowdTorch
Industry Entertainment
Experience
CrowdTorch by Cvent  November 2009 - Present
Fox Filmed Entertainment  2008 - 2009
Wachovia Securities Financial Network   2008 - 2008

Skills
Data Analysis, Finance, Accounting, Financial Analysis, Microsoft Excel, Leadership, Entrepreneurship, Teamwork, Marketing, Financial Modeling, Economics, Valuation, Sales, Access, Corporate Finance, Research, Social Media, Analysis, PowerPoint, Forecasting, Market Research, Microsoft Word, Microsoft Office, Time Management

Education
Pepperdine University   2007 — 2009
Master of Business Administration (MBA), Finance, General

University of California, San Diego   1997 — 2002
Bachelor of Arts (BA), Political Science and Government

James Lukanich James Lukanich Greater Minneapolis-St. Paul Area Details
James Lukanich's Wachovia Securities Financial Network Experience April 2000 - June 2002
Job Managing Director at Vista Wealth Management
Industry Financial Services
Experience
Vista Wealth Management  July 2002 - Present
Wachovia Securities Financial Network   April 2000 - June 2002
First Union  October 1998 - March 2000
Everen Securities  August 1996 - September 1998
Principal Financial Securities  July 1994 - July 1996
Piper Jaffray  May 1983 - June 1994
Ecolab  July 1979 - April 1983
Edward Jones  February 1976 - May 1977

Skills
Investments, Asset Allocation, Retirement Planning, 401 (k) Rollovers, Estate Investment..., Business Owner Planning, Wealth Preservation..., Multi-generational..., Strategic Planning, Mutual Funds, Insurance, Annuities

Education
Washington University in St. Louis   1975 — 1977
MBA, Finance, Accounting

Ripon College   1971 — 1975
BA, Chemistry, Economics

Sharon Riley Sharon Riley Greater Chicago Area Details
Sharon Riley's Wachovia Securities Financial Network Experience September 1985 - April 1987
Job Information Technology Professional
Industry Information Technology and Services
Experience
Bill Winston Ministries   September 2004 - Present
Marriott International  June 2000 - March 2009
McDonald's Corporation  October 1989 - October 1998
Stone Container Corporation  December 1987 - September 1989
Wachovia Securities Financial Network   September 1985 - April 1987
US Steel  October 1981 - September 1984

Skills
Event Management, Management, Strategy, Training, Branding & Identity, Process Improvement, Marketing, Social Media

Education
Chicago Deming Association
Certification (pending), Six Sigma Green Belt Training

MicroTrain Technologies
IT Managment +4

Joseph Business School
Entrepreneurship/Entrepreneurial Studies

Northwestern University
BS, Communication Studies

Wesley Miller Wesley Miller Greater New York City Area Details
Wesley Miller's Wachovia Securities Financial Network Experience June 2008 - August 2008
Job Associate Manager Corporate Accounting at Celgene Corporation
Industry Pharmaceuticals
Experience
Celgene Corporation  May 2015 - Present
North Jersey Board of Approved Basketball Officials, Inc.   August 2013 - Present
Celgene Corporation  March 2014 - May 2015
Celgene  December 2012 - February 2014
Celgene  October 2009 - December 2012
Edward Jones  September 2008 - May 2009
Wachovia Securities Financial Network   June 2008 - August 2008

Skills
compliance, investing / financial..., accounting / finance, Budgeting, Trading, Stock Market, Excel, PowerPoint, Accounting, Valuation, Securities, Financial Analysis, Customer Relations, Research, Asset Management, Investments, Mutual Funds, Microsoft Excel, Customer Service, Strategy

Education
Rutgers, The State University of New Jersey-New Brunswick   2011 — 2015
MBA, Accounting

Penn State University   2005 — 2009
BS, Finance

Carlton Baxter Carlton Baxter Greater Seattle Area Details
Carlton Baxter's Wachovia Securities Financial Network Experience 1997 - 2003
Job Marketing and Advertising Professional at Puget Sound Business Journal
Industry Marketing and Advertising
Experience
Puget Sound Business Journal  May 2008 - Present
The Seattle Times  October 2006 - May 2008
Democrat and Chronicle  March 2004 - September 2006
Wachovia Securities Financial Network   1997 - 2003

Skills
Marketing, Sales, Direct Marketing, Direct Mail, Management, Non-profits, Salesforce.com, Advertising, Account Management, Social Media, Social Media Marketing, Marketing Communications, Social Networking, Public Relations, New Business Development

Education
State University of New York College at Oswego   1989 — 2003
Bachelor of Business Administration (B.B.A.)

Webster   1986 — 1989

Sherry Rinderer Sherry Rinderer Greater St. Louis Area Details
Sherry Rinderer's Wachovia Securities Financial Network Experience August 2002 - October 2004
Job Owner at Rinderer Abstract Fine Artist
Industry Computer Software
Experience
Rinderer Abstract   December 2010 - Present
Siemens PLM Software  June 2009 - Present
Charter Communications  September 2006 - December 2007
Wachovia Securities Financial Network   August 2002 - October 2004
Prudential Securities  January 2000 - August 2002
Oppenheimer & Co.   November 1998 - January 2000
Smith Barney  January 1996 - November 1998

Skills
Software Documentation, Management, Customer Service, Time Management, Salesforce.com, Administration, Microsoft Excel, SAP, Customer Satisfaction, PowerPoint, Teamwork, Microsoft Word, Accounting, Sales, Accounts Payable, Networking, Insurance, Finance, Leadership, Product Development

Education
Edwardsville Sr. High   1980 — 1984

St. Louis Community College
Business / Legal

Jeff McKenna Jeff McKenna Tampa/St. Petersburg, Florida Area Details
Jeff McKenna's Wachovia Securities Financial Network Experience March 2004 - January 2007
Job Investment Specialist at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price  April 2014 - Present
TIAA-CREF  January 2007 - May 2009
Wachovia Securities Financial Network   March 2004 - January 2007

Skills
Marketing Strategy, Coaching, Financial Advisory, Investments, Portfolio Management, Wealth Management, Series 7, Financial Services, Investment Advisory, Finance, Asset Management, Financial Planning, Asset Allocation

Education
Queens University of Charlotte   1998 — 2004
Bachelor's degree, Business Management

Tracy Baylor Tracy Baylor Richmond, Virginia Area Details
Tracy Baylor's Wachovia Securities Financial Network Experience 2007 - 2008
Job Corporate Finance Professional, Fine Art Consultant
Industry Fine Art
Experience
Clarke Art Consulting   January 2008 - Present
Capital One  2011 - Present
1708 Gallery  January 2007 - August 2008
Wachovia Securities Financial Network   2007 - 2008
Maymont Foundation  April 2005 - March 2007
Wachovia Securities, LLC  1998 - 2006
First Fridays Art Walk   March 2002 - February 2003

Skills
Collections Management, Galleries, Art History, Contemporary Art, Fine Art, Curating, Visual Arts, Auctions, Art Exhibitions, Grant Writing, Arts Administration, Museum Collections, Photography, Art, Lecturing, History, Exhibit Design, Cultural Heritage, Art Education

Education
NYU   2010 — 2012
Art Business Certification

Virginia Commonwealth University - School of Arts   2005 — 2008
Minor, Art History

Virginia Commonwealth University - School of Business   1992 — 1996
B.S., Business Administration

Henrico High School

Mohammad Saeed Rahman Mohammad Saeed Rahman Portland, Oregon Area Details
Mohammad Saeed Rahman's Wachovia Securities Financial Network Experience 1992 - 2002
Job Founder of Rubicon Global Halal Advisors
Industry Financial Services
Experience
Rubicon Global Group  June 2003 - Present
Rubicon Global Group  June 2003 - Present
Rubicon Global Halal Advisors, LLC.   June 2003 - Present
One Ummah Foundation   October 1999 - Present
Wachovia Securities Financial Network   1992 - 2002
Merrill Lynch  January 1984 - October 1992
Pitney Bowes  1978 - 1983

Skills
CIMA, Private Equity, Investment Banking, Capital Markets, Management Consulting, Mergers, Venture Capital, Portfolio Management, Asset Management, Financial Analysis, Start-ups, Equities, Business Strategy, Risk, Financial Markets, Emerging Markets, Business Planning, Trading, Executive Management, Entrepreneurship, Funding, Strategy Development, Corporate Development, Valuation, Restructuring, Due Diligence, Joint Ventures, Project Finance, Financial Planning, Investments, Corporate Finance, Entrepreneur, Wealth Management, Risk Management, New Business Development, Competitive Analysis, Investment Advisory, Strategic Planning, Strategic Partnerships, International Business, Financial Management, Strategic Financial..., Managerial Finance, Financial Risk, Non-profits, Mergers & Acquisitions, Strategy, Financial Structuring, Nonprofits, Leadership

Education
Reed College   1998 — 1998
MALS

University of Pennsylvania - The Wharton School   1996 — 1996
CIMA

Portland State University   1974 — 1977
B.S

Harshita Hanbal Harshita Hanbal Charlotte, North Carolina Area Details
Harshita Hanbal's Wachovia Securities Financial Network Experience December 2003 - January 2009
Job AVP, Sr. Project Planner/ Test Lead at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors  August 2012 - Present
Wells Fargo Advisors  January 2012 - July 2012
Wachovia  January 2009 - January 2011
Wachovia Securities Financial Network   December 2003 - January 2009

Skills
Quality Assurance, SDLC, Requirements Gathering, Software Project..., Business Intelligence, Mergers & Acquisitions, Business Analysis, Vendor Management, Testing, Requirements Analysis, Integration, Visio, Resource Management, Agile Methodologies, CRM, Business Requirements, Data Warehousing, Risk Management

Education
Oakland University   2001 — 2003
MS, Computer Science and engineering

University of Mysore   1993 — 1998
Bachelor's degree, Science & Engineering

John Warnick John Warnick Greater New York City Area Details
John Warnick's Wachovia Securities Financial Network Experience March 1994 - April 2006
Job Executive Vice President at Herbert J Sims Inc
Industry Financial Services
Experience
Herbert J Sims Inc   February 2015 - Present
M&T Bank  October 2013 - February 2015
Piper Jaffray  May 2010 - July 2013
Cabrera Capital Markets, LLC  January 2008 - May 2010
RBC  April 2006 - January 2008
Wachovia Securities Financial Network   March 1994 - April 2006

Skills
Capital Markets, Bonds, Fixed Income, Bloomberg, Asset Management, Series 7, Securities, Investments, Series 63, Portfolio Management, Equities, Hedge Funds, Alternative Investments, Investment Banking, Management, Trading, Mutual Funds, Financial Services, Financial Analysis, Financial Markets

Education
Seton Hall University   1990 — 1994
Masters Business Administration, Finance

University of Delaware   1981 — 1985
Bachelor of Science (BS), Business Administration / Finance

Kimberly Bradley Kimberly Bradley Charlotte, North Carolina Area Details
Kimberly Bradley's Wachovia Securities Financial Network Experience December 2002 - September 2004
Job Manager, Diversity & Inclusion , Human Resources at TIAACREF
Industry Banking
Experience
TIAA-CREF  January 2015 - Present
TIAA-CREF  August 2013 - Present
Bank of America, Consumer Banking Services   August 2010 - June 2013
Bank of America, eCommerce and Customer Solutions   September 2006 - August 2010
Wachovia Securities Financial Network   December 2002 - September 2004
Wachovia, Retirement Services  December 2002 - September 2004
First Union, Institutional Services   June 1999 - December 2002
Adecco  June 1998 - July 1999
First Union  August 1997 - June 1998

Skills
Management, Integration, Marketing, Relationship Management, Planning, metrics and..., Employee communication..., Creation of onboarding..., Employee satisfaction..., Reward and recognition..., Project management and..., Liason with senior..., Word, Powerpoint,..., Workflow and process..., Employee professional..., Creation and..., Leadership training and..., Business realignments..., Corporate strategic..., Systems, operations and..., Staff and budget..., Business Analysis, Sales, Vendor Management, Portfolio Management, Project Management, Strategy, Program Management, Process Improvement, Business Relationship..., Analysis, Financial Services, Risk Management

Education
Radford University   1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Social Work

Radford University   1993 — 1997
Social Work

Patrick County

Clem Borroto Clem Borroto Greater Boston Area Details
Clem Borroto's Wachovia Securities Financial Network Experience August 2005 - October 2007
Job Compliance Specialist at State Street
Industry Accounting
Experience
State Street  November 2007 - Present
Wachovia Securities Financial Network   August 2005 - October 2007
First Horizon Home Loans  February 2002 - July 2005

Skills
Bilingual

Education
State University of New York College at Oswego   1992 — 1997
Master of Business Administration (MBA), Accounting

Elizabeth Davis Elizabeth Davis Richmond, Virginia Details
Elizabeth Davis's Wachovia Securities Financial Network Experience September 1995 - October 1999
Job Institutional Equity Sales at Northcoast Research
Industry Capital Markets
Experience
Northcoast Research  March 2015 - Present
BB&T Capital Markets  October 2001 - September 2014
Kaufman Bros.  September 2000 - October 2001
WR Hambrecht + Co  October 1999 - May 2000
Wachovia Securities Financial Network   September 1995 - October 1999

Skills
Equity Research, Capital Markets, Series 7, Valuation, Equities, Series 63, Hedge Funds, Bloomberg

Education
Radford University   1988 — 1991

LaTisha Egenolf, PMP LaTisha Egenolf, PMP Indianapolis, Indiana Area Details
LaTisha Egenolf, PMP's Wachovia Securities Financial Network Experience February 2007 - March 2009
Job Project Management Engineer
Industry Aviation & Aerospace
Experience
Rolls-Royce  April 2009 - Present
Arroyo Industries, LLC   2004 - Present
Wachovia Securities Financial Network   February 2007 - March 2009
Performance Validation  December 2002 - January 2007
Parsons  November 2001 - November 2002

Skills
Certified Project..., Cross-functional Team..., Risk Management, Engineering, Manufacturing, Budgets, Procurement, Aerospace, Project Planning, MS Project, Construction, Project Management, SAP, Engineering Management, Process Simulation, Validation, Product Development

Education
Rose-Hulman Institute of Technology   1997 — 2001
B.S., Chemical Engineer

Dwarakanath Hanumappanahalli Dwarakanath Hanumappanahalli Atlanta, Georgia Details
Dwarakanath Hanumappanahalli's Wachovia Securities Financial Network Experience 2003 - 2003
Job Director Application Development, Senior Technology Manager, Capital Markets, Big Data Management, Web enabled apps
Industry Information Technology and Services
Experience
SunTrust Robinson Humphrey  June 2014 - Present
Bank of America  July 2005 - June 2014
Computer Sciences Corporation  September 2004 - June 2005
Wachovia Securities Financial Network   2003 - 2003
Mantiss Information Systems   1998 - 2001

Skills
Requirements Analysis, Microsoft SQL Server, SDLC, Agile Methodologies, Business Analysis, Software Project..., Architecture, Data Warehousing, ASP.NET, .NET, Databases, Enterprise Architecture, SOA, XML, Project Management, Software Development..., SSIS, Data Modeling, Solution Architecture, SQL, IT Strategy, SharePoint, Integration, Oracle, C#, IIS, Hadoop

Education
Northern Illinois University   1996 — 1998
M.S, Engineering and Technology

Osmania University   1992 — 1996
B.E, Engineering (Major : Mechanical Minor : Engineering Information Systems)

Angela Dreelin Angela Dreelin Richmond, Virginia Area Details
Angela Dreelin's Wachovia Securities Financial Network Experience July 1992 - December 2003
Job SVP Fixed Income Sales at BB&T
Industry Banking
Experience
BB&T  December 2003 - Present
Wachovia Securities Financial Network   July 1992 - December 2003

Skills
Series 7, Series 63, Series 24, Bonds

Education
Radford University - College of Business and Economics   1988 — 1992
B.A., Finance

Mills E. Godwin High School   1984 — 1988

Tierney, Brian Tierney, Brian Dallas/Fort Worth Area Details
Tierney, Brian's Wachovia Securities Financial Network Experience October 2003 - April 2004
Job FP&A Finance Manager at PepsiCo PBC
Industry Consumer Goods
Experience
PepsiCo - PBC   May 2014 - Present
PepsiCo - PBC   October 2012 - May 2014
PepsiCo  March 2011 - October 2012
PepsiCo  May 2010 - March 2011
PepsiCo  June 2008 - April 2010
PwC  July 2006 - June 2008
AllianceBernstein  May 2004 - July 2006
Wachovia Securities Financial Network   October 2003 - April 2004
First National Bank of Scotia  September 2002 - August 2003

Education
Siena College   1999 — 2002
Bachelor's degree, Finance, General

Joseph E. Chiovarou, Jr. Joseph E. Chiovarou, Jr. Charleston, South Carolina Area Details
Joseph E. Chiovarou, Jr.'s Wachovia Securities Financial Network Experience September 2007 - September 2008
Job VP of Engineering Solutions (Certified Outsourcing Professional)
Industry Information Technology and Services
Experience
Epic Software Development   January 2015 - Present
TEAM International  2008 - October 2014
Wachovia Securities Financial Network   September 2007 - September 2008
UBS Wealth Management  June 2003 - September 2007
Blackbaud  May 2001 - May 2003
Gartner  January 1999 - May 2001

Skills
Global Business..., Technology Design &..., SDLC Management, Outsourcing, Sales & Marketing, Entrepreneurship, Innovation Development, Budget & Cost Control, Program Management, Offshoring, Customer Acquisition, Branding, Start-up Operations, Client Relations, CRM, Consulting, Start-ups, SaaS, Business Development, Strategic Planning, Analytics, Strategy, Enterprise Software, Cross-functional Team..., Business Intelligence, Solution Selling, Project Management

Education
Rider University   1986 — 1989
Master of Business Administration (M.B.A.), Finance

Rider University   1980 — 1984
Bachelor's Degree, Finance/Computer Science and Decision Sciences

Donna Byington Donna Byington Greater St. Louis Area Details
Donna Byington's Wachovia Securities Financial Network Experience October 2007 - December 2008
Job Senior Systems Analyst
Industry Information Technology and Services
Experience
Wells Fargo Advisors  January 2009 - Present
Wachovia Securities Financial Network   October 2007 - December 2008
A. G. Edwards & Sons   July 2000 - September 2007

Education
Southeast Missouri State University   1987 — 1989
Bachelor of Science (B.S.), Accounting and Information Systems

Bernie Mitscherlich Bernie Mitscherlich Richmond, Virginia Area Details
Bernie Mitscherlich's Wachovia Securities Financial Network Experience April 2006 - December 2010
Job Manager at Capital One
Industry Security and Investigations
Experience
Capital One  December 2010 - Present
Wachovia Securities Financial Network   April 2006 - December 2010
Wachovia Securities  2006 - 2009
Capital One  2004 - 2006
CIBER, Inc. (Consultant for Capital One)   2003 - 2005
First North American National Bank  1999 - 2003
Circuit City  1995 - 2003
James River Corporation  1989 - 1995

Skills
Information Technology, Business Analysis, SDLC, Process Improvement, Vendor Management, Visio

Education
Southern Connecticut State University   1981 — 2006
MS Computer Science, Computer, Math

Southern Connecticut State University   1981 — 1986

Evincia McLemore Evincia McLemore Charlotte, North Carolina Area Details
Evincia McLemore's Wachovia Securities Financial Network Experience Capmkts Middle Ofc AnltWELLS FARGONovember 2005 - Present
Job Capmkts Middle Ofc Anlt at WELLS FARGO
Industry Banking
Experience
Wachovia Securities Financial Network   Capmkts Middle Ofc AnltWELLS FARGONovember 2005 - Present

Skills
Branch Operations..., Certified Consumer..., Cash Controller, FX Derivatives, IRS problem resolution, Settlement, Credit Derivatives

Education
Queens University of Charlotte
Bachelor’s Degree, Business Administration and Management, General

Joan Hopkinson Joan Hopkinson Greater St. Louis Area Details
Joan Hopkinson's Wachovia Securities Financial Network Experience 2008 - 2009
Job Vice President, InfoMax Content Coordinator at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  2008 - Present
Wachovia Securities Financial Network   2008 - 2009
Wachovia Securities  2008 - 2009

Skills
Business Analysis, Financial Services, Securities

Education
Duke University

Saint Louis University
Management Informational Services

Corey Stinchcomb Corey Stinchcomb Richmond, Virginia Details
Corey Stinchcomb's Wachovia Securities Financial Network Experience 2003 - 2005
Job Business Systems Consultant
Industry Information Technology and Services
Experience
Wells Fargo  September 2013 - Present
Bank of America  June 2010 - August 2013
Bank of America  January 2008 - June 2010
Wachovia Securities Financial Network   2003 - 2005

Skills
Vendor Management, Applicant Tracking..., Contract Negotiation, Enterprise Architecture, Management, SaaS

Education
Radford University   1998 — 2002
BBA, Information Systems

Radford University - College of Business and Economics   1998 — 2002
BBA, Information Systems

Chris Creed, CFP® Chris Creed, CFP® Austin, Texas Details
Chris Creed, CFP®'s Wachovia Securities Financial Network Experience September 2003 - September 2006
Job VP, Director of Private Client Business Development at AFAM Capital, Inc.
Industry Investment Management
Experience
AFAM Capital, Inc.   July 2013 - Present
Fisher Investments  August 2006 - July 2013
Wachovia Securities Financial Network   September 2003 - September 2006
Edward Jones  March 1994 - September 2003

Education
Southeastern Louisiana University   1990 — 1993
BA, marketing

Centerville High

LaTarya Taylor LaTarya Taylor Greater Memphis Area Details
LaTarya Taylor's Wachovia Securities Financial Network Experience 1999 - 2004
Job Sr. Project Manager at Sedgwick CMS
Industry Insurance
Experience
Sedgwick CMS  November 2011 - Present
Cox Communications  April 2008 - September 2011
Wachovia Securities Financial Network   1999 - 2004

Skills
Analysis, Forecasting, Budgets, Management, Account Management, Financial Reporting, Outlook, Call Centers, Telecommunications, Customer Service, Strategy, Employee Benefits, Finance, Change Management

Education
Southern University and Agricultural and Mechanical College at Baton Rouge   1993 — 1997
Bachelors, Accounting

Donna Zanetti Donna Zanetti Greater Philadelphia Area Details
Donna Zanetti's Wachovia Securities Financial Network Experience June 1985 - March 2006
Job Mgr Client Services at Penn Capital Management
Industry Financial Services
Experience
Pennsylvania Capital Management   March 2006 - Present
Wachovia Securities Financial Network   June 1985 - March 2006

Education
Rowan University   1981 — 1985
Bachelor of Science, Finance

Orhan Veli Orhan Veli Greater Philadelphia Area Details
Orhan Veli's Wachovia Securities Financial Network Experience April 2003 - September 2006
Job President at Neshaminy SW LLC
Industry Restaurants
Experience
Neshaminy SW LLC   May 2012 - Present
Fenix Spirit INC   September 2006 - Present
Saladworks, LLC  2012 - 2013
Wachovia Securities Financial Network   April 2003 - September 2006
Penn State University  September 2005 - August 2006

Skills
Restaurants, Sales, Food, Team Building, Food Industry, New Business Development, Restaurant Management, New Restaurant Openings, Franchise Consulting, Management, Business Planning, Start-ups, Marketing Strategy, Business Development, Business Strategy, Contract Negotiation, Customer Service, Strategic Planning, Marketing, Menu Development, Food & Beverage, Profit, Inventory Management, Income Statement, Hospitality, Franchising, Time Management, Customer Satisfaction, Operations Management, Food Service, Multi-unit, Event Management, Forecasting, Hospitality Management, Sales Process, Culinary Skills, Event Planning, Sales Management, Social Media Marketing, Budgets, Hospitality Industry, Coaching, Entrepreneurship, Product Development, PowerPoint, Payroll, Account Management, Microsoft Excel, Small Business, Retail

Education
Penn State University   2002 — 2006
BA, ACCTG

Penn State University   2002 — 2006
Bachelor of Science (BS), Bachelor of Arts (BA), Accounting, Russian Studies

Jeff Wasilewski Jeff Wasilewski Charlotte, North Carolina Details
Jeff Wasilewski's Wachovia Securities Financial Network Experience August 2004 - August 2005
Job Account Manager at Citco
Industry Financial Services
Experience
Citco Fund Services  July 2013 - Present
Admiral Administration Ltd  June 2011 - July 2013
Admiral Administration (US) LLC   June 2009 - June 2011
Admiral Administration Ltd  June 2007 - June 2009
James River Financial Corp. (JRFC)   September 2005 - May 2007
Wachovia Securities Financial Network   August 2004 - August 2005

Skills
Hedge Funds, Prime Brokerage, Mutual Funds, Investments, Equities, Financial Analysis, Bloomberg, Banking, Portfolio Management, Alternative Investments, Fixed Income, Financial Markets, Fund Administration, Finance, Risk Management, Fund Accounting, Customer Service, Valuation, Management

Education
Strayer University   2009 — 2012
MBA, Professional Studies

Randolph-Macon College   2000 — 2004
B.A., Accounting, Business, Economics

Monica Atwell Monica Atwell Richmond, Virginia Area Details
Monica Atwell's Wachovia Securities Financial Network Experience March 1998 - December 2008
Job Consultant for Oyster Consulting, LLC
Industry
Experience
Oyster Consulting, LLC  January 2011 - Present
Wachovia Securities Financial Network   March 1998 - December 2008

Skills
Series 7, Project Management, Financial Services, Securities, Vendor Management, Wealth Management, Equities, Alternative Investments, Asset Management, Business Analysis, Investments, Risk Management, Fixed Income, Options, Banking, FINRA, Mutual Funds, Portfolio Management

Education
Radford University   1992 — 1996
Bachelor of Science, Dance Education / Business Administration

Pierce Callaham, Jr. Pierce Callaham, Jr. Richmond, Virginia Area Details
Pierce Callaham, Jr.'s Wachovia Securities Financial Network Experience January 2005 - April 2006
Job Sr. Compliance Analyst
Industry Financial Services
Experience
SunTrust Bank  April 2011 - Present
Healthy Solutions for Youth   August 2008 - Present
Markel Corporation  November 2010 - April 2011
Highland Springs High School  September 2008 - April 2009
Wachovia Securities  April 2006 - July 2008
Wachovia Securities Financial Network   January 2005 - April 2006
Wachovia Securities  March 2000 - December 2004
Wachovia Securities  February 1996 - February 2000

Skills
Risk Management, Access, FINRA, Process Improvement, Outlook, Securities, Account Reconciliation, Microsoft Excel, Investments, Microsoft Office, Fixed Income, Trading, Financial Analysis, Customer Service, Training, Policy, Financial Risk, Security, Series 63, Mortgage Lending, Accounting, Underwriting, Series 24, Back Office, Finance, Equities, Legal Writing, AML, USA PATRIOT Act, Banking, Retail, Insurance, Series 7, Mutual Funds, Research, OFAC, Bank Secrecy Act, Team Building, Financial Services, Loans, Investment Advisory, Credit, Relationship Management, Uniform Combined State..., Retail Banking, Wealth Management, Consumer Lending, Financial Institutions, KYC, Operational Risk...

Education
Norfolk State University   1988 — 1992
Bachelor of Science, Business (Finance)

Anita Perkins Anita Perkins Raleigh-Durham, North Carolina Area Details
Anita Perkins's Wachovia Securities Financial Network Experience August 2006 - September 2007
Job FID Front Office Trade Management Analyst at Credit Suisse
Industry Banking
Experience
Credit Suisse  November 2014 - Present
Credit Suisse Bank   March 2008 - October 2014
Wachovia Securities Financial Network   August 2006 - September 2007
Time Warner Cable  October 2001 - August 2006
Franchise Mortgage Acceptance Corporation   June 1999 - April 2000
Midland Mortgage Investment Corporation   April 1998 - February 1999
AMRESCO Commercial Finance, LLC  February 1993 - February 1998
Bank of America  1987 - 1990

Skills
Middle Office, Euroclear, ISDA, Collateral Management, Banking, Fixed Income, Swaps, Derivatives, FX Options, Credit Derivatives, Back Office, Bloomberg, DTC, Prime Brokerage, Credit Risk, Equities, CDS, Operational Risk, Interest Rate Swaps, Credit, Finance, Investment Banking

Education
North Carolina A&T State University
Bachelor of Science (B.S.), Business Administration

North Carolina Agricultural and Technical State University
Bachelor's degree, Business Administration/Marketing

Peter Megyeri Peter Megyeri Richmond, Virginia Area Details
Peter Megyeri's Wachovia Securities Financial Network Experience 1996 - 2003
Job President at Historic Richmond Renovations LLC
Industry Construction
Experience
Historic Richmond Renovations LLC   PresidentHistoric Richmond Renovations LLC2003 - Present
Wachovia Securities Financial Network   1996 - 2003

Education
Rutgers University-New Brunswick   1997 — 2000
BA, Economics

Ed Gonzalez Ed Gonzalez Greater New York City Area Details
Ed Gonzalez's Wachovia Securities Financial Network Experience May 2004 - December 2008
Job Managing Director, Head of WATS Electronic & Program Trading at Wells Fargo Securities, LLC
Industry Financial Services
Experience
Wells Fargo Securities  May 2004 - Present
Wachovia Securities Financial Network   May 2004 - December 2008

Skills
Electronic Trading, Algorithms, Equities, Series 7, Fixed Income, Derivatives, Bloomberg, Capital Markets, Options, Trading, Hedge Funds, Trading Systems, Series 63, Financial Markets, Securities

Education
Siena College   1989 — 1993
BS, Finance

Parker Patterson Parker Patterson Raleigh-Durham, North Carolina Area Details
Parker Patterson's Wachovia Securities Financial Network Experience May 2007 - August 2007
Job Sr. FSO State Employees' Credit Union
Industry Banking
Experience
State Employees' Credit Union  July 2009 - Present
Wachovia Securities Financial Network   May 2007 - August 2007

Skills
Financial Analysis, Banking, Microsoft Excel, Customer Service, Access, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Risk Management, Outlook, Event Planning, Leadership, Sales, Finance, Public Speaking

Education
North Carolina State University   2005 — 2009
BS, Business Management

Vincent Pierino III, MBA, CCM Vincent Pierino III, MBA, CCM Jupiter, Florida Details
Vincent Pierino III, MBA, CCM's Wachovia Securities Financial Network Experience August 2007 - October 2008
Job Experienced Hospitality Manager/ Experienced and licensed 215 Health , Life and Annuity Agent
Industry Financial Services
Experience
Oasis Outsourcing  May 2015 - August 2015
The Compass Group  October 2014 - February 2015
MassMutual Financial Group  November 2012 - February 2015
Riviera Country Club Northern Trust Open   2013 - 2013
The Lost Tree Club   October 2008 - December 2011
Evergrene HOA   2005 - 2010
Wachovia Securities Financial Network   August 2007 - October 2008
The Lost Tree Club   August 2001 - August 2007
Sailfish Club of Florida   November 1984 - September 2000

Skills
Budgets, Leadership, Management, Finance, Hospitality, Food & Beverage, Marketing, Recruiting, Forecasting, Golf, Hospitality Management, Training, Restaurants, Purchasing, Income Statement, Team Building, Event Planning, Hiring, Banquets, Club, Customer Service, Event Management, P&L, Operations Management, Wine, Microsoft Office, Catering, Menu Development, Business Planning, Employee Relations, Team Leadership, Inventory Management, Coaching, Managerial Finance, Fixed Annuities, Food, Cost Control, Budgeting, Customer Relations, Excel, Word, Problem Solving, Financial Management, Clubs, Staff Training, Special Events, Life Iinsurance, Microsoft Excel, Insurance, Microsoft Word

Education
Palm Beach Atlantic University   1994 — 1997
MBA, Business

Northwood University   1990 — 1994
BBA, Business

Northwood University   1990 — 1994
AA, Hotel and Restaurant Management

Luciano Peter Luciano Peter Greater Philadelphia Area Details
Luciano Peter's Wachovia Securities Financial Network Experience June 2000 - May 2002
Job Insurance Counselor at AAA MidAtlantic
Industry Insurance
Experience
AAA Mid-Atlantic  November 2005 - Present
State Farm  June 2003 - November 2005
Wachovia Securities Financial Network   June 2000 - May 2002
Prudential Financial  March 1973 - June 2000

Skills
Insurance, Customer Service, Underwriting, Liability, Microsoft Excel, Property & Casualty..., Management, Casualty, Employee Benefits, Commercial Insurance, Professional Liability, Call Centers, Life Insurance, Risk Management

Education
Philadelphia University   1987 — 1989
Master of Business Administration (MBA), Business/Managerial Economics

The American College   1982 — 1985
Clu, Insurance

University of Pennsylvania   1968 — 1972
BA, Education History

Roman Catholic High   1964 — 1968

Oscar Wright Oscar Wright Saint Ann, Missouri Details
Oscar Wright's Wachovia Securities Financial Network Experience August 2008 - October 2008
Job
Industry Computer Software
Experience
Intelliteach  February 2014 - December 2014
Oasis Digital Solutions Inc.   February 2013 - June 2013
WellPoint Systems Inc.  September 2008 - April 2011
Wachovia Securities Financial Network   August 2008 - October 2008
Southeast Missouri State University  March 2005 - May 2007
KRCU Southeast Public Radio   May 2004 - December 2004

Education
Southeast Missouri State University   2003 — 2007
Bachelor's Degree, Computer Science

Ronnie Spence Ronnie Spence Pikeville, Kentucky Details
Ronnie Spence's Wachovia Securities Financial Network Experience December 2005 - June 2009
Job Financial Advisor at Cornerstone Investment Group
Industry Financial Services
Experience
Cornerstone Investment Group   Financial AdvisorCornerstone Investment GroupJune 2009 - Present
Wachovia Securities Financial Network   December 2005 - June 2009
Appalachian Paving & Aggregate   2006 - 2009
Morgan Stanley Wealth Management  May 2001 - December 2005

Education
Pikeville College   1997 — 2001
Bachelor's degree, Accounting and Business/Management

Burch High School   1995 — 1997
High School Diploma, 12

Steve Altland Steve Altland York, Pennsylvania Area Details
Steve Altland's Wachovia Securities Financial Network Experience 2004 - 2008
Job senior vice president at PeoplesBank
Industry Banking
Experience
PeoplesBank  2008 - Present
Wachovia Securities Financial Network   2004 - 2008
Mellon Private Wealth Management  1991 - 2004

Skills
Banking, Portfolio Management, Risk, Budgeting, Investments, Financial Planning, Wealth Management, Asset Management, Fixed Income, Asset Allocation, Equities, Mutual Funds, Series 7, Securities, Bonds, Financial Analysis, Risk Management, Investment Advisory, Estate Planning, Retirement Planning, Financial Markets

Education
Penn State University   1984 — 1987
B.S., Finance

Penn State University   1984 — 1987
Finance, General

Dean Ogilvie Dean Ogilvie Longview, Texas Area Details
Dean Ogilvie's Wachovia Securities Financial Network Experience December 1985 - December 2006
Job
Industry Investment Management
Experience
Morgan Stanley  2006 - Present
Wachovia Securities Financial Network   December 1985 - December 2006

Skills
Portfolio Management

Education
Un. of Texas, Texas St. Un.   1969 — 1973

Oregon State University   1968 — 1969

Julie Page Julie Page Greater Boston Area Details
Julie Page's Wachovia Securities Financial Network Experience February 1997 - February 2008
Job Senior HR Director, Organizational Effectiveness at Raytheon
Industry Defense & Space
Experience
Raytheon  April 2009 - Present
Wells Fargo  February 2008 - April 2009
Wachovia Securities Financial Network   February 1997 - February 2008
Promedica Health System  January 1992 - January 1997

Skills
Organizational..., Strategic Planning, Leadership Development, Organizational..., Research, Budgets, Negotiation, Change Management, Coaching, Public Speaking, Team Building, Performance Management, Organizational Design, influencing, Employee Relations, Succession Planning, Talent Management, Social Influence, Human Resources, Executive Coaching, English, Employee Engagement, Business Process..., Strategy, Leadership

Education
University of Michigan
Ross School of Business, Advanced Human Resource Executive Leadership Program

University of Toledo   1992 — 1994
Masters of Science, Organizational Leadership

Ohio University   1987 — 1992
Bachelor of Applied Science (BASc), Human Resources Management and Services

Stacey Valle Stacey Valle Greater St. Louis Area Details
Stacey Valle's Wachovia Securities Financial Network Experience October 2008 - December 2009
Job A/R Credit Clerk at Kasco Corporation
Industry Accounting
Experience
Jazz St. Louis  March 2015 - Present
Kasco Corporation  September 2012 - August 2014
Spartech Corporation  July 2011 - August 2012
Wells Fargo  December 2009 - August 2010
Wachovia Securities Financial Network   October 2008 - December 2009
Thomson Reuters  January 2006 - January 2007
Panera Bread  August 2001 - January 2006

Skills
Account Reconciliation, Accounts Receivable, Accounts Payable, Accounting, General Ledger, Financial Analysis, Financial Reporting, Invoicing

Education
St. Louis Community College   2010 — 2011
Associates, Accounting

The School of the Art Institute of Chicago   1987 — 1988
Painting

Southeast Missouri State University   1985 — 1986
General, Painting

Eric Meisinger Eric Meisinger Greater St. Louis Area Details
Eric Meisinger's Wachovia Securities Financial Network Experience April 2008 - August 2008
Job Global Operations Manager at Emerson
Industry Information Technology and Services
Experience
Emerson  August 2014 - Present
Emerson  November 2012 - July 2014
CBTS  October 2011 - October 2013
Emerson  August 2008 - October 2011
Wachovia Securities Financial Network   April 2008 - August 2008
Fujitsu  June 2002 - April 2008
WorldCom  March 2000 - May 2001
BJC HealthCare  October 1999 - January 2000
Bridge Information Systems  June 1999 - October 1999

Skills
Cisco Technologies, Active Directory, Network Security, VPN, Data Center, Networking, Firewalls, WAN, Troubleshooting, Virtualization, Security, Routers, Routing, Switches, Cisco IOS, Network Design

Education
Penn State University

Michele Eide-Caffrey Michele Eide-Caffrey Greater New York City Area Details
Michele Eide-Caffrey's Wachovia Securities Financial Network Experience August 2000 - October 2004
Job Executive Assistant at Power Aisle, Inc.
Industry Sporting Goods
Experience
Power Aisle, Inc.   October 2006 - September 2015
Wachovia Securities Financial Network   August 2000 - October 2004

Skills
Outlook, Calendars, Word, Administrative Support, Event Planning, Microsoft Office, PowerPoint, Excel, Office Management, Customer Service, Scheduling, Administration, Customer Relations, Quickbooks, Budgeting, Lotus Notes, Expenses, Spreadsheets, Purchasing, Invoicing, Research, Coordination, Accounts Payable, Telephone Skills, Trade Shows, Data Entry, Problem Solving, Writing, Social Media, Time Management, Teamwork, Typing, Prioritization, Fax, Office Administration, Administrative Duties, Organizing Meetings, Billing, Microsoft Word, Administrative..., Travel Planning, 10 Key, Administrative..., Team Building, Public Speaking, Accounts Receivable, English

Education
Pace University   1981 — 1988
Accounting and Computer Science

Pace University

Max Cooperman Max Cooperman Greater St. Louis Area Details
Max Cooperman's Wachovia Securities Financial Network Experience 2004 - 2008
Job director; financial analysis and branch compensation at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  April 2008 - Present
Wachovia Securities Financial Network   2004 - 2008
Prudential Securities  2001 - 2004

Skills
Banking, Financial Analysis, Financial Services, Relationship Management, Team Building

Education
Occidental College   1978 — 1980
BA, Economics

Erica Ortega-Griffin Erica Ortega-Griffin Reading, Pennsylvania Details
Erica Ortega-Griffin's Wachovia Securities Financial Network Experience August 2006 - June 2007
Job Student at Reading Area Community College
Industry Accounting
Experience
Sovereign Bank  August 2010 - April 2011
Wachovia Securities Financial Network   August 2006 - June 2007

Education
Reading Area Community College   2011 — 2012

Judy Lamar Judy Lamar Fenton, Missouri Details
Judy Lamar's Wachovia Securities Financial Network Experience 2007 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
None  April 2009 - Present
Wachovia Securities Financial Network   2007 - 2010
Conning Asset Management  January 2002 - September 2009

Education
Saint Louis Community College-Meramec   1965 — 1967
Associate of Arts (AA), Consumer Merchandising/Retailing Management

Bayless High School   1962 — 1965
High School Diploma

Bayless Elementary   1954 — 1965

Cathy Bright Cathy Bright Richmond, Virginia Details
Cathy Bright's Wachovia Securities Financial Network Experience January 2006 - November 2008
Job Transactional Activity Remediation (TAR) Consultant at Landesbank BadenWürttemberg
Industry Investment Banking
Experience
Landesbank Baden-Württemberg  September 2013 - Present
Citi  September 2012 - September 2012
FDIC, USA   April 2012 - August 2012
Citibank  September 2011 - December 2011
Huron Consulting Group  August 2010 - August 2010
Thompson, Cobb, Bazilio and Associates, PC   April 2010 - May 2010
Wells Fargo Advisors  December 2008 - July 2009
Wachovia Securities Financial Network   January 2006 - November 2008

Skills
Accounting, Excel, Personnel Supervision..., Brokerage operations, AML/KYC/BSA, Management-banking, Investments, Banking, Brokers, Microsoft Excel, Recruiting, Management, Business Analysis, Financial Modeling, Financial Risk, Risk Management, Analysis, Financial Services, Mergers, Finance, Due Diligence, Consulting, Securities

Education
Strayer University (VA)   2004 — 2007
Master of Business Administration (MBA), Business Management

Austin Peay State University   1994 — 1997
BBA, Accounting

Mary Mccullagh Mary Mccullagh Lansdale, Pennsylvania Details
Mary Mccullagh's Wachovia Securities Financial Network Experience 1995 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
Wachovia Securities Financial Network   1995 - 2007

Skills
Wealth Management

Education
St. Joseph's University   1990 — 1994
Bachelor of Science (BS), Marketing

Deborah Burlew Deborah Burlew Concord, North Carolina Details
Deborah Burlew's Wachovia Securities Financial Network Experience 1997 - 2007
Job Experience Executive Assistant Professional
Industry Banking
Experience
Performance Drywall   2008 - 2011
Wachovia Securities Financial Network   1997 - 2007
MassMutual Financial Group  1993 - 1997

Skills
Time Management, Project Planning, Master Scheduling, Multi Tasking, Team-oriented, Self-starter, Highly motivated..., Goal-oriented..., Highly detail oriented, Organization, Dedicated Professional, Team Leadership

Education
Onondaga Community College   1990 — 1993
Small Business Administration/Management

Caroline Virella Caroline Virella Greater New York City Area Details
Caroline Virella's Wachovia Securities Financial Network Experience 2002 - 2005
Job Director Money Laundering Prevention
Industry Financial Services
Experience
UBS Wealth Management  2005 - Present
Wachovia Securities Financial Network   2002 - 2005

Skills
Anti Money Laundering, Hedge Funds, Banking, AML, Due Diligence, Surveillance, USA PATRIOT Act, KYC, Financial Risk, Brokerage, OFAC, Securities, Financial Services, Wealth Management

Education
Pace University - Lubin School of Business
Master of Business Administration (MBA)

State University of New York College at Oneonta
Bachelor of Applied Science (B.A.Sc.), Economics

Charrisse Allen Charrisse Allen Greater Philadelphia Area Details
Charrisse Allen's Wachovia Securities Financial Network Experience 2007 - July 2009
Job Theraputic Support Services at Behavior Analysis and Therapy Partners
Industry Executive Office
Experience
Lawnside Board of Education   September 2009 - Present
Behavior Analysis and Therapy Partners   July 2009 - Present
Wachovia Securities Financial Network   2007 - July 2009
Cheyney University  1999 - 2005

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

Education
Saint Joseph's University

Jerri McComb Jerri McComb Jenks, Oklahoma Details
Jerri McComb's Wachovia Securities Financial Network Experience September 2007 - October 2008
Job Banking Professional
Industry Banking
Experience
Bank of Oklahoma  2010 - 2012
Wells Fargo Advisors  October 2008 - June 2010
Wachovia Securities Financial Network   September 2007 - October 2008
A. G. Edwards & Sons, Inc.   July 2001 - September 2007

Education
Oklahoma Wesleyan University   2013 — 2015
Bachelor's Degree, Business Administration and Management, General

Northeastern Oklahoma A&M College   1978 — 1979
General Studies, Accounting

Kyle Madden Kyle Madden Greater Chicago Area Details
Kyle Madden's Wachovia Securities Financial Network Experience April 2007 - August 2009
Job Sales & Marketing DirectorAllstate Account at Professional Networking Consultants
Industry Marketing and Advertising
Experience
Professional Networking Consultants   August 2012 - Present
southwest dermatology   August 2009 - June 2013
Wachovia Securities Financial Network   April 2007 - August 2009

Skills
Sales, Project Management, Marketing Strategy, Business Solutions..., Outsourced Marketing, Marketing, Microsoft Office, Adobe Design Programs, Adobe Acrobat, Adobe Creative Suite, Microsoft Word, Microsoft Excel

Education
Saint Xavier University   2011 — 2013
Bachelor of Science (BS) Biology, Bachelor Of Science (BS) Mangement

Lee Ann Dewell Lang Lee Ann Dewell Lang Richmond, Virginia Details
Lee Ann Dewell Lang's Wachovia Securities Financial Network Experience September 2006 - May 2008
Job Marketing & Financial Analyst
Industry Supermarkets
Experience
SUPERVALU  May 2008 - Present
Wachovia Securities Financial Network   September 2006 - May 2008
LandAmerica Lawyers Title  August 1998 - September 2006

Skills
Finance, Forecasting, Pricing, Financial Analysis, Analysis, Microsoft Excel, Budgets, P&L, Access, Process Improvement, Merchandising, Essbase, Cross-functional Team..., Business Analysis, Management, Financial Reporting, Accounting, Customer Service, Training, Leadership, Microsoft Office

Education
Virginia Polytechnic Institute and State University - Pamplin College of Business   1996 — 1998
Bachelor of Science (B.S.), Finance, General

Richard Bland College of the College of William and Mary   1995 — 1996

Mary Washington College   1994 — 1994

Richard Stiebel Richard Stiebel Saint Charles, Missouri Details
Richard Stiebel's Wachovia Securities Financial Network Experience 2008 - 2011
Job Margin Department Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  2011 - Present
Wachovia Securities Financial Network   2008 - 2011
A.G. Edwards   1986 - 2008

Education
St. Louis Community College
General Studies

Webster University
Business Administration and Management, General

tommy livingston tommy livingston United States Details
tommy livingston's Wachovia Securities Financial Network Experience June 2004 - May 2006
Job Assistant Vice President / DE Underwriter at Bank of America
Industry Financial Services
Experience
Union Mortgage Group  September 2014 - Present
Bank of America  February 2009 - March 2014
Citifinancial  August 2006 - February 2009
Wachovia Securities Financial Network   June 2004 - May 2006

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, HTML, Leadership, Credit, Loans, Finance, Mortgage Lending, Financial Risk, Coaching, Risk Management, Mortgage Underwriting, Mortgage Banking, Credit Analysis, Residential Mortgages, Mortgage Servicing, Refinance, Consumer Lending, FHA, FHA financing, Loan Servicing, Credit Risk, Construction Loans

Education
Virginia State University   2002 — 2004
Bachelor of Science (BS), Economics and Finance

Richard Bland College of the College of William and Mary   2000 — 2002
Associate of Science (A.S.), General Studies

Kendra Ryder Kendra Ryder United States Details
Kendra Ryder's Wachovia Securities Financial Network Experience April 2005 - November 2008
Job Sales and Service Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  December 2008 - Present
Wachovia Securities Financial Network   April 2005 - November 2008
The Home Depot  April 2001 - March 2003

Education
Phoenix College   1998 — 2000
Associate's degree, Psychology

Jessica Garcia-Soto Jessica Garcia-Soto Phoenix, Arizona Details
Jessica Garcia-Soto's Wachovia Securities Financial Network Experience July 2004 - January 2005
Job Admin/Customer Service Professional
Industry Consumer Services
Experience
American Funds  April 2007 - May 2013
Orion Bank  January 2005 - November 2005
Wachovia Securities Financial Network   July 2004 - January 2005
Investrade Regal Discount Securities   July 2003 - July 2004
Vanguard  November 1998 - November 2002

Skills
Work well under pressure, Task Oriented, Account Management, Organized Multi-tasker, Hands-on Problem Solver, Resourceful in the..., Management, Process Improvement, Time Management, Sales, Microsoft Excel, Outlook, Investments, Financial Services, Leadership, Microsoft Office, Team Building, Training

Education
CSU Global   2012 — 2015
Organizational Leadership

Rio Salado College   2008 — 2012
Business Administration and Management, General

BCHS   1993 — 1996

Previous Next

Select page

1 2 3 4 5 6