Wachovia Securities Financial Network

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Wachovia Securities Financial Network Employees

Employee
Years
Job
Industry
Shayla Bailey Shayla Bailey Richmond, Virginia Details
Shayla Bailey's Wachovia Securities Financial Network Experience August 2005 - January 2007
Job Promoted to Compliance Officer at VHDA
Industry Financial Services
Experience
VHDA  January 2007 - Present
Wachovia Securities Financial Network   August 2005 - January 2007
Bank of America  June 2002 - July 2005

Skills
Critical Thinking, Project Management, Oral & Written..., Data Analysis, Investigative Reporting, Research, Annual Reports, Financial Reporting, Lawson General Ledger, Cognos, Compliance, Administrative Office..., Records Management, Report Writing, Training, Organizational..., Data Management, Team Leadership, Financial Services, Collaboration, Database Design

Education
University of Richmond
School of Continuing Studies

Robert Kieckhefer Robert Kieckhefer Brookfield, Wisconsin Details
Robert Kieckhefer's Wachovia Securities Financial Network Experience November 1998 - July 2002
Job Managing Partner at The Kieckhefer Group
Industry Financial Services
Experience
The Kieckhefer Group   Managing Partner - The Kieckhefer GroupLPL FinancialDecember 2011 - Present
Price Erecting   2005 - 2012
RBC Wealth Management  July 2002 - December 2011
Wachovia Securities Financial Network   November 1998 - July 2002

Skills
Investments, Estate Planning, Venture Capital, Mergers, Non-Qualified Deferred..., Asset Allocation..., Portfolio Management, Registered Investment..., 401(k) Plans, Qualified Deferred Comp..., Asset Allocation, Securities, 401k, Employee Benefits, Private Equity, Mergers & Acquisitions, Risk Management, Investment Advisory, Small Business, Insurance, Leadership, Retirement, Strategic Financial..., Retirement Planning, Strategic Planning, Finance, Management, Series 63, Financial Advisory, Financial Services, Series 7, Mutual Funds, Wealth Management, Due Diligence, Investment Strategies, Asset Management, ETFs, Financial Analysis, Financial Planners, Executive Management, Equities, Series 6, Valuation, Cash Management, Retirement Plan..., Banking, Corporate Finance, Financial Modeling, Fixed Income, Loans

Education
University of Wisconsin-Madison   1972 — 1974
Master of Science (MS), Environmental Engineering

University of Pennsylvania   1968 — 1972
BS and BA, Chemical Engineering and History

Eddy Gutierrez Eddy Gutierrez San Francisco, California Details
Eddy Gutierrez's Wachovia Securities Financial Network Experience 2001 - 2004
Job Vice President Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Archdiocese of San Francisco  May 2014 - Present
Merrill Lynch  2009 - Present
Charles Schwab  2005 - 2009
Wells Fargo Advisors  2004 - 2005
Wachovia Securities Financial Network   2001 - 2004
UBS  1999 - 2001
Prudential Financial  1992 - 1999
Lehman Brothers  1990 - 1992

Skills
Series 7, Investment Advisory, Alternative Investments, Securities, Equities, Investments, Strategic Financial..., Risk Management, Wealth Management, Series 63, Business Strategy, Series 65, Investment Strategies, Mutual Funds, 401k Rollovers, 401k, Bonds, Portfolio Management, Investment Management, Asset Management, Trading, Mortgage Lending, Asset Allocation, Due Diligence, Estate Planning, Finance, Mergers & Acquisitions, Strategic Planning, Uniform Combined State..., Wealth Management..., Retirement Planning, ETFs, Financial Advisory, FINRA

Education
Saint Ignatius College Preparatory

University of San Francisco

Yolanda Latimer Yolanda Latimer Washington D.C. Metro Area Details
Yolanda Latimer's Wachovia Securities Financial Network Experience 2005 - 2006
Job HR Coordinator at Booz Allen Hamilton
Industry Marketing and Advertising
Experience
Booz Allen Hamilton  December 2014 - Present
Advantage Professional  2011 - Present
United Litho  2009 - 2011
Aerosoles  2008 - 2009
Deloitte  2007 - 2008
Vornado Realty Trust/Charles E. Smith   2006 - 2007
Lockheed Martin  2006 - 2007
Wachovia Securities Financial Network   2005 - 2006
JPMorgan Chase  2003 - 2005
SIGMA Marketing Group  2000 - 2003

Skills
Social Media, Marketing, Event Planning, Social Media Marketing, Advertising, Event Management, Facebook, Email Marketing, Digital Marketing, Online Advertising, Microsoft Office, Customer Service, PowerPoint, Social Networking, Account Management, Human Resources, Management, Time Management

Education
University of Phoenix
Human Resources Management/Personnel Administration, General

Scott Morrow Scott Morrow New York, New York Details
Scott Morrow's Wachovia Securities Financial Network Experience January 2008 - October 2008
Job Client Integration Consultant at FASCET LLC
Industry Investment Banking
Experience
FASCET LLC  August 2014 - Present
Deutsche Bank  March 2012 - August 2014
Deutsche Bank  March 2011 - March 2012
Deutsche Bank  October 2008 - March 2011
Wachovia Securities Financial Network   January 2008 - October 2008

Skills
Equities, Financial Services, Investment Banking, Prime Brokerage, Fixed Income, Microsoft Office, Manage Client..., Lotus Notes, Financial Operations, Client Services, Leadership, Financial Reporting, Corporate Actions, Hedge Funds, International..., Middle Office, Emerging Markets, Fails Management, Training, PowerPoint, Finance, Portfolio Management

Education
University of North Florida   2003 — 2008
Bachelors, Communications and Business

St Mary's University College, Twickenham London   2011 — 2012
Postgraduate, International Business

University of Oxford - Said Business School   2012 — 2012
Oxford Said Business School, Residential on Entrepreneurship and Strategic Innovation

Debra Fincher Debra Fincher Supply, North Carolina Details
Debra Fincher's Wachovia Securities Financial Network Experience 2006 - 2008
Job Vice President at Energy Guard, Inc
Industry Facilities Services
Experience
Energy Guard, Inc   August 2008 - Present
Wachovia Securities Financial Network   2006 - 2008
Bank of America  1996 - 2006

Skills
Management, HVAC, Contract Negotiation, Energy Efficiency, Facilities Management, Energy Conservation, Sales Management, Product Development, Building Automation, Budgets, Account Management, Marketing, Real Estate, Sales, Team Building

Education
University of Richmond - Robins School of Business   1996 — 1999
Masters, Finance

Virginia Tech   1980 — 1984
BS, Business Finance & English

Ebony Leach Ebony Leach Richmond, Virginia Area Details
Ebony Leach's Wachovia Securities Financial Network Experience October 2003 - November 2004
Job Financial Services Professional
Industry Financial Services
Experience
Mortgage Outreach Services  October 2008 - October 2009
GOLDEN HEART MORTGAGE,LLC   June 2007 - February 2008
Bank of America  April 2006 - May 2007
Bravo Credit Corp.   January 2005 - March 2006
Wachovia Securities Financial Network   October 2003 - November 2004
Wachovia Securities Financial Network   April 2001 - October 2003
Wachovia Securities Financial Network   June 2000 - March 2001
Wachovia Securities Financial Network   March 2000 - June 2000

Education
University of Phoenix   2010 — 2012
Bachelorts of Science, Psychology

John Tyler Community College   2001 — 2003
A.A.S., Business Management

John Tyler Community College   1995 — 1997
A.A.S., Police Science

Stacy Bullock Stacy Bullock Richmond, Virginia Area Details
Stacy Bullock's Wachovia Securities Financial Network Experience April 2000 - January 2003
Job Virtual Assistant at Spectrum Office Solutions
Industry Internet
Experience
Spectrum Office Solutions   January 2011 - Present
Blue Pool Capital   February 2010 - January 2013
McGladrey  October 2006 - February 2009
Genworth Financial  February 2004 - October 2006
Wachovia Securities Financial Network   April 2000 - January 2003

Skills
Administrative Support, Customer Relations, Internet, Process Improvement, Online Marketing, Organization, Project Planning, Management, Administrative..., Time Management, Outlook, Budgets, Customer Service, Microsoft Office, Training, Data Entry, Microsoft Word, Office Management, Online Research, Software Documentation, Human Resources, Small Business, Spreadsheets, Call Centers, Event Planning, Travel Arrangements, QuickBooks, Desktop Publishing, Interviews, Business Process, Leadership, Microsoft Excel, System Administration, Finance, Social Networking, Facebook, Marketing, Calendars, Research, Newsletters, Office Administration, Invoicing

Education
University of Phoenix   2008 — 2009

Michael Lynch Michael Lynch Greater Atlanta Area Details
Michael Lynch's Wachovia Securities Financial Network Experience June 1999 - March 2002
Job Vice President, Permanent Placement Services
Industry Accounting
Experience
Robert Half International  April 2004 - Present
Recruiters Solutions Group   June 2002 - April 2004
Wachovia Securities Financial Network   June 1999 - March 2002
Yellowbook  1996 - 1998

Education
University of North Texas   1984 — 1989
BBA, Marketing

Ruby Nuwordu Ruby Nuwordu Richmond, Virginia Area Details
Ruby Nuwordu's Wachovia Securities Financial Network Experience March 2002 - June 2006
Job Certified Medicare CSR at Vagent
Industry Health, Wellness and Fitness
Experience
Vagent   August 2009 - Present
Kelly Services  August 2006 - August 2009
Anthem  August 2006 - July 2009
Wachovia Securities Financial Network   March 2002 - June 2006

Education
University of Richmond   1998 — 2001
Information Systems

Braxton Business School   1981 — 1983
Executive Assisting

Henrico High School   1977 — 1981
Bacic Studies

J. David Hatcher J. David Hatcher Savannah, Georgia Area Details
J. David Hatcher's Wachovia Securities Financial Network Experience December 1996 - August 2003
Job Senior Financial Advisor at HD Vest Financial Services
Industry Financial Services
Experience
H.D. Vest Financial Services   August 2003 - Present
HD Vest Financial Services  August 2003 - Present
Wachovia Securities Financial Network   December 1996 - August 2003
Wachovia Securities, LLC  January 1996 - July 2003

Skills
Retirement Planning, Portfolio Management, Insurance, Pensions, Retirement, Financial Planning, Investments, Wealth Management, Asset Management, Asset Allocation, Mutual Funds, Equities, Risk Management, Securities, 401k, Financial Advisory, Long Term Care, Investment Strategies, Bonds, Fixed Annuities, Finance, Long Term Care Insurance, Investment Advisory, IRAs, Uniform Combined State..., Series 7, Wealth Management..., Financial Planners, Series 63, Wealth, Strategic Financial..., 401k Rollovers, ETFs, High Net Worth..., Saving for Education, 529 Plans, Management

Education
University of South Carolina-Beaufort

West Virginia University

Austin Mosier Austin Mosier Columbia, South Carolina Details
Austin Mosier's Wachovia Securities Financial Network Experience December 2006 - September 2008
Job Senior Investment & Funding Analyst at AgFirst Farm Credit Bank
Industry Banking
Experience
AgFirst Farm Credit Bank  October 2008 - Present
Wachovia Securities Financial Network   December 2006 - September 2008
Vanguard  June 2006 - December 2006

Skills
Investments, Credit Analysis, Portfolio Management, Banking, Financial Analysis, Capital Markets, Fixed Income, Financial Modeling, Commercial Banking, Mortgage Lending, Finance, Risk Management, Financial Risk, Credit Risk, Corporate Finance, Bloomberg Terminal

Education
University of South Carolina - The Moore School of Business   2003 — 2006
Bachelor's of Science, Finance, General

Derrick Wilson Derrick Wilson Charlotte, North Carolina Details
Derrick Wilson's Wachovia Securities Financial Network Experience August 2003 - October 2006
Job Operations Accountant AVP WellsFargo Securities
Industry Investment Banking
Experience
WellsFargo  December 2013 - Present
Wells Fargo Advisors  October 2006 - December 2013
Wachovia Securities Financial Network   August 2003 - October 2006
Wachovia Securities Capital Markets   May 2001 - October 2003
Securities Operation Specialist Consultants   May 2000 - May 2001
Bank of America  May 1998 - April 2000
Branch Bank and Trust Capital Markets   January 1989 - April 1998

Skills
Brokerage Risk..., Finance, Leadership, Series 7, Series 99, Operational Control, Securities Operations, Security Clearance, Back Office, Mentoring

Education
Villanova University   2007 — 2007
Green Belt, Six Simga

Virginia Union University   1987 — 1990
Sociology, Social Sciences

United State Army Quarter Master School   1987 — 1988
Material Control and Accounting

University of Richmond   1986 — 1986
Sociology, Social Sciences

Jerome Davis Jerome Davis Charlotte, North Carolina Area Details
Jerome Davis's Wachovia Securities Financial Network Experience 2000 - 2004
Job Lowes.com Scrum Master / IT PM at Lowes Home Improvements
Industry Retail
Experience
Lowes Home Improvements  May 2011 - Present
Foam Shield   2013 - 2013
Neoris  November 2009 - November 2011
Transamerica Reinsurance  July 2007 - October 2010
Bank of America  2002 - 2004
Wachovia Securities Financial Network   2000 - 2004

Skills
Scrum Master

Education
University of Phoenix   2005 — 2007
MBA, Business Administration

Benedict College   1985 — 1989
BS, Computer Science

Jordan Silberg Jordan Silberg Philadelphia, Pennsylvania Details
Jordan Silberg's Wachovia Securities Financial Network Experience June 2008 - August 2009
Job Medical Student at Jefferson Medical College
Industry Medical Practice
Experience
Higher Achievement  October 2011 - May 2013
University of Richmond  May 2011 - May 2013
University of Richmond  January 2011 - May 2013
U.S. House of Representatives   May 2010 - August 2010
Wachovia Securities Financial Network   June 2008 - August 2009

Skills
Research, Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Community Outreach, Microsoft Word, Social Media, Teaching, Editing, Volunteer Management, Social Networking, Facebook, Customer Service, Policy Analysis

Education
Jefferson Medical College of Thomas Jefferson University   2013 — 2017
Doctor of Medicine (M.D.)

University of Richmond - Robins School of Business   2009 — 2013
Bachelor of Science, Business Administration

Kimberly Harrelson Kimberly Harrelson Columbia, South Carolina Area Details
Kimberly Harrelson's Wachovia Securities Financial Network Experience August 2006 - Present
Job Registered Sales Assistant at Wachovia Securities Financial Network
Industry Financial Services
Experience
Wachovia Securities Financial Network   August 2006 - Present
The Lodge at Vail  July 2005 - June 2006

Education
University of South Carolina-Columbia   2001 — 2005

Sharyn Jones Fleenor Sharyn Jones Fleenor San Francisco Bay Area Details
Sharyn Jones Fleenor's Wachovia Securities Financial Network Experience September 2003 - November 2003
Job VP, Project Manager at Bank of America
Industry Financial Services
Experience
Bank of America  May 2011 - Present
Bank of America  March 2010 - May 2011
Bank of America  April 2009 - March 2010
Bank of America  September 2006 - April 2009
Bank of America  November 2003 - September 2006
Wachovia Securities Financial Network   September 2003 - November 2003
Intuit  July 2002 - April 2003
Jones International University  March 2001 - December 2001
American Express  August 1989 - March 2001

Skills
DFSS Green Belt, Cross-functional Team..., Change Management, CRM, Business Process, Management, Leadership, Integration, Project Management, Six Sigma, Team Building, Marketing, Call Centers, Financial Analysis, Integrated Marketing, Recruiting, Human Resources, Customer Experience, Product Development, Portfolio Management

Education
University of Phoenix   2006 — 2009
BS, Business

Ms. Courtney Whalum Ms. Courtney Whalum Greater Nashville Area Details
Ms. Courtney Whalum's Wachovia Securities Financial Network Experience January 2004 - January 2005
Job MAC Team Leader with Black Box Network Services
Industry Information Technology and Services
Experience
Black Box Network Services  July 2014 - Present
Dell  January 2013 - February 2014
Curian Capital  January 2011 - June 2012
Paychex  January 2010 - January 2011
Genworth Financial  January 2008 - January 2010
Genworth Financial  January 2005 - January 2008
Wachovia Securities Financial Network   January 2004 - January 2005
FSC Securities  January 2003 - January 2004
Morgan Stanley  January 2001 - January 2003

Skills
CRM, Sales Operations, Training, Management, Sales, Series 7, Mutual Funds, Marketing, Marketing Strategy, Lead Generation, Finance, Process Improvement, Negotiation, Selling, Financial Services, Retirement Planning, Insurance, Investments

Education
Spelman   1996 — 1999
Child Development

University of Phoenix
B.S, Business Management

Crystal Rosse Crystal Rosse Richmond, Virginia Area Details
Crystal Rosse's Wachovia Securities Financial Network Experience May 2005 - May 2006
Job Program Manager, FVP, SunTrust Mortgage
Industry Financial Services
Experience
SunTrust Bank  August 2014 - Present
RBS Citizens Financial Group  March 2012 - August 2014
MOS Group, Inc.   September 2010 - March 2012
MOS Group, Inc.   June 2009 - September 2010
Mortgage Outreach Services  December 2008 - June 2009
Wachovia Securities  December 2006 - December 2008
Saxon Mortgage  May 2006 - December 2006
Wachovia Securities Financial Network   May 2005 - May 2006
Charter One Bank  July 2001 - May 2005

Education
University of Richmond   1994 — 1998
BA, Communications and Theater

Charles Combs Charles Combs Tallahassee, Florida Area Details
Charles Combs's Wachovia Securities Financial Network Experience September 2005 - April 2006
Job Director of Finance at First American Title
Industry Information Services
Experience
First American Title  June 2008 - Present
First American Title  May 2006 - June 2008
Wachovia Securities Financial Network   September 2005 - April 2006
Vystar Financial Group   July 2004 - September 2005
Edward Jones  August 2002 - July 2004
First Financial Resources  January 2002 - June 2002
First Union Securities  January 1997 - January 2002
First Union Securities  January 1996 - January 1997

Skills
Sarbanes-Oxley Act, Financial Analysis, Hyperion Enterprise, Auditing, Accounting, Real Estate, Financial Services, Investments, Real Estate Transactions, Analysis, Title Insurance, Banking, Forecasting, Management, Credit, Finance, Accounts Receivable, Business Strategy, Due Diligence, Tax, Closings, Escrow, Payroll, Mergers & Acquisitions, Executive Management, Loans, Mortgage Lending, General Ledger, Refinance, Strategy

Education
University of North Florida   1986 — 1988
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law

Fredericka Singer Fredericka Singer Houston, Texas Area Details
Fredericka Singer's Wachovia Securities Financial Network Experience September 2005 - March 2008
Job Owner, Eiland Enterprises LLC
Industry Financial Services
Experience
Eiland Enterprises LLC   December 2010 - Present
Amerigroup  July 2014 - January 2015
Universal American  October 2012 - January 2014
Extend Health  August 2012 - December 2012
Wells Fargo  January 2011 - June 2012
Regions Financial Corporation  April 2008 - December 2010
Wachovia Securities Financial Network   September 2005 - March 2008

Skills
Insurance, Sales, Customer Service, Microsoft Office, Coaching, Microsoft Excel, Team Building, Small Business, Sales Management, Entrepreneurship, Public Speaking, Marketing, Investments, Business Strategy, Social Media, Recruiting, Leadership, Negotiation, Customer Satisfaction, Management, Employee Benefits

Education
University of Phoenix   2010 — 2015
Bachelor's Degree, Health Care Administration

University of Phoenix   2010 — 2012
Associate's Degree, Health Care Administration

Richard Steingraber Richard Steingraber Greater Atlanta Area Details
Richard Steingraber's Wachovia Securities Financial Network Experience 1999 - 2002
Job Partner at American Working Capital, LLC
Industry Investment Banking
Experience
American Working Capital, LLC   2010 - Present
KPMG Corporate Finance LLC  2006 - 2010
Duff & Phelps  2002 - 2006
Wachovia Securities Financial Network   1999 - 2002
Interstate/Johnson Lane  1977 - 1999
Salomon Brothers  1976 - 1977

Skills
M&A Negotiations, M&A execution, Private Equity, Public Equity Offerings, Recapitalizations, Strategic Business..., Fairness Opinions, ESOP, Capital Markets, Mergers & Acquisitions, Equity Capital Markets, Corporate Finance

Education
University of Pennsylvania - The Wharton School   1972 — 1976
Bachelor of Science (BS), Economics

The Lovett School   1967 — 1972

Nikki Glickman Nikki Glickman Old Greenwich, Connecticut Details
Nikki Glickman's Wachovia Securities Financial Network Experience 2003 - 2005
Job
Industry Financial Services
Experience
Wachovia Securities Financial Network   2003 - 2005
Oppenheimer & Co.   1994 - 2003

Education
University of Notre Dame
Bachelor of Business Administration (B.B.A.), Finance, General

Birgit Schlueter Birgit Schlueter Tampa/St. Petersburg, Florida Area Details
Birgit Schlueter's Wachovia Securities Financial Network Experience August 2002 - December 2005
Job Operations Coordinator at Konstrukt
Industry Financial Services
Experience
Konstrukt   March 2007 - Present
Independent Financial  January 2006 - March 2007
Wachovia Securities Financial Network   August 2002 - December 2005

Skills
Data Entry, Customer Service, Outlook, Microsoft Excel, Process Improvement, PowerPoint, Microsoft Office, Time Management, Management

Education
University of Phoenix   2008 — 2012
Bachelors, Business/Marketing

University of Phoenix   2008 — 2012
Bachelors Degree, Business Administrations with Marketing Concepts

Alfonso Alvarez-Carrillo Alfonso Alvarez-Carrillo Boca Raton, Florida Details
Alfonso Alvarez-Carrillo's Wachovia Securities Financial Network Experience September 1993 - December 2007
Job Financial Services Professional
Industry Financial Services
Experience
GHS SOLUTIONS, LLC  June 2010 - Present
GHS SOLUTIONS, LLC  2010 - 2011
Wachovia Securities Financial Network   September 1993 - December 2007

Skills
Banking, Customer Relations, Collections Management, Distribution Management, District Management, Litigation Support, Mortgage Servicing, Foreclosure Prevention

Education
University of Rhode Island
Bachelor, Business Administration

Amy Scherer Amy Scherer Richmond, Virginia Details
Amy Scherer's Wachovia Securities Financial Network Experience 1991 - 2006
Job Consumer Affairs Genworth Financial
Industry Insurance
Experience
Genworth Financial  March 2011 - Present
Wachovia Securities Financial Network   1991 - 2006

Skills
Mutual Funds

Education
University of Richmond - Robins School of Business   1989 — 1993
Master of Business Administration (MBA)

The College of William and Mary   1983 — 1987
BA- Government

Jennifer Limbaugh Jennifer Limbaugh Cumming, Georgia Details
Jennifer Limbaugh's Wachovia Securities Financial Network Experience July 2007 - January 2008
Job Property Manager at Post Properties
Industry Real Estate
Experience
Post Properties  May 2011 - Present
Post Properties  March 2010 - May 2011
Post Properties  January 2008 - March 2010
Wachovia Securities Financial Network   July 2007 - January 2008

Skills
Property

Education
North Georgia College and State University   2003 — 2007
Bachelor of Business Administration (BBA), Marketing

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