Wachovia Securities, LLC
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
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Wachovia Securities, LLC Employees
Employee
Years
Job
Industry
Chris Costello Chris Costello's Wachovia Securities, LLC Experience November 2001 - February 2004
Job CoFounder & CEO, blooom
Industry Investment Management
Experience
blooom February 2013 - Present
The Retirement Planning Group February 2004 - October 2014
Wachovia Securities, LLC November 2001 - February 2004
UBS Wealth Management January 1997 - November 2001
Skills
Wealth Management, Retirement Planning, Investments, Financial Planning, Asset Management, Portfolio Management, Investment Advisory, Retirement Income..., Asset Allocation, Asset Managment, Retirement, Estate Planning, Finance, Strategic Financial..., Mutual Funds, Insurance, Financial Advisory, 401k
Education
The University of Kansas 1991 — 1995
Bachelor of Science in Business Administration, Business
Olathe South High School 1988 — 1991
blooom February 2013 - Present
The Retirement Planning Group February 2004 - October 2014
Wachovia Securities, LLC November 2001 - February 2004
UBS Wealth Management January 1997 - November 2001
Skills
Wealth Management, Retirement Planning, Investments, Financial Planning, Asset Management, Portfolio Management, Investment Advisory, Retirement Income..., Asset Allocation, Asset Managment, Retirement, Estate Planning, Finance, Strategic Financial..., Mutual Funds, Insurance, Financial Advisory, 401k
Education
The University of Kansas 1991 — 1995
Bachelor of Science in Business Administration, Business
Olathe South High School 1988 — 1991
Dan Bowen Dan Bowen's Wachovia Securities, LLC Experience June 2005 - February 2007
Job Corporate Finance Associate at Deloitte
Industry Investment Banking
Experience
Deloitte November 2014 - Present
Deloitte August 2014 - October 2014
Deloitte July 2012 - July 2014
Deloitte Consulting June 2011 - August 2011
American Capital September 2007 - July 2010
The Bear Companies March 2007 - August 2007
Wachovia Securities, LLC June 2005 - February 2007
Education
The University of Chicago Booth School of Business 2010 — 2012
MBA
Virginia Polytechnic Institute and State University 2002 — 2005
B.S., Finance
Deloitte November 2014 - Present
Deloitte August 2014 - October 2014
Deloitte July 2012 - July 2014
Deloitte Consulting June 2011 - August 2011
American Capital September 2007 - July 2010
The Bear Companies March 2007 - August 2007
Wachovia Securities, LLC June 2005 - February 2007
Education
The University of Chicago Booth School of Business 2010 — 2012
MBA
Virginia Polytechnic Institute and State University 2002 — 2005
B.S., Finance
Daniel Harnack's Wachovia Securities, LLC Experience April 2005 - April 2008
Job Senior Program Manager Markets Performance: Business Analytics at Blue Shield of California
Industry Information Services
Experience
Blue Shield of California September 2014 - Present
Mazda North American Operations December 2012 - September 2014
Deloitte Consulting July 2008 - December 2012
American Campus Communities July 2007 - June 2008
Wachovia Securities, LLC April 2005 - April 2008
Wells Fargo Bank June 2007 - October 2007
Best Buy June 2004 - December 2004
Skills
Client Service, Team Leadership, MS Office Suite, iRise, Software Project..., Executive Communications, Risk Management, Issues Management, ClearCase, Quality Center, Project Planning, Requirements Gathering, Application Design, Meeting Management, Defect Management, Presenter, Status Reporting, Proposal Writing, System Testing, User Acceptance Testing, Integration Testing, Training Documentation, Microsoft Office, Management, Management Consulting, IT Strategy, SDLC, Bridging Gaps, Program Management, Project Management, Testing, Leadership, Software Design, Excel Dashboards, Business Process..., Business Analysis
Education
University of California, Irvine 2004 — 2008
B.A., Economics
Mission Viejo High School 2000 — 2004
High School
Blue Shield of California September 2014 - Present
Mazda North American Operations December 2012 - September 2014
Deloitte Consulting July 2008 - December 2012
American Campus Communities July 2007 - June 2008
Wachovia Securities, LLC April 2005 - April 2008
Wells Fargo Bank June 2007 - October 2007
Best Buy June 2004 - December 2004
Skills
Client Service, Team Leadership, MS Office Suite, iRise, Software Project..., Executive Communications, Risk Management, Issues Management, ClearCase, Quality Center, Project Planning, Requirements Gathering, Application Design, Meeting Management, Defect Management, Presenter, Status Reporting, Proposal Writing, System Testing, User Acceptance Testing, Integration Testing, Training Documentation, Microsoft Office, Management, Management Consulting, IT Strategy, SDLC, Bridging Gaps, Program Management, Project Management, Testing, Leadership, Software Design, Excel Dashboards, Business Process..., Business Analysis
Education
University of California, Irvine 2004 — 2008
B.A., Economics
Mission Viejo High School 2000 — 2004
High School
Claire Mackowiak's Wachovia Securities, LLC Experience July 2005 - February 2007
Job Site Quality Specialist at Seton Medical Center Williamson
Industry Hospital & Health Care
Experience
Seton Medical Center Williamson December 2013 - Present
Seton Medical Center Williamson January 2009 - December 2013
Seton Medical Center Williamson February 2008 - January 2009
Seton Medical Center Austin February 2007 - February 2008
Wachovia Securities, LLC July 2005 - February 2007
Seton Shoal Creek December 2000 - July 2005
Skills
Professional Organizing, Report Writing, Project Coordination, Project Planning, Healthcare, Healthcare Management, Hospitals, Healthcare Information..., EMR, System Administration, Policy, Nursing, Budgets, Recruiting, Project Management, Analysis, Leadership, Management, Performance Improvement, Business Process..., Administration, Operations Management, Process Improvement, Patient Safety, Nonprofits
Education
Walden University 2011 — 2013
Master's degree, Health/Health Care Administration/Management
The University of Texas at Austin 1999 — 2004
Bachelor of Arts, English, Minor in Scandinavian Studies
Westwood 1996 — 1999
High school diploma, High School/Secondary Diplomas and Certificates
Seton Medical Center Williamson December 2013 - Present
Seton Medical Center Williamson January 2009 - December 2013
Seton Medical Center Williamson February 2008 - January 2009
Seton Medical Center Austin February 2007 - February 2008
Wachovia Securities, LLC July 2005 - February 2007
Seton Shoal Creek December 2000 - July 2005
Skills
Professional Organizing, Report Writing, Project Coordination, Project Planning, Healthcare, Healthcare Management, Hospitals, Healthcare Information..., EMR, System Administration, Policy, Nursing, Budgets, Recruiting, Project Management, Analysis, Leadership, Management, Performance Improvement, Business Process..., Administration, Operations Management, Process Improvement, Patient Safety, Nonprofits
Education
Walden University 2011 — 2013
Master's degree, Health/Health Care Administration/Management
The University of Texas at Austin 1999 — 2004
Bachelor of Arts, English, Minor in Scandinavian Studies
Westwood 1996 — 1999
High school diploma, High School/Secondary Diplomas and Certificates
Nancy Leizman Nancy Leizman's Wachovia Securities, LLC Experience September 1998 - December 2008
Job Managing Director, Senior Vice President Investments at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. September 2015 - Present
Wells Fargo Advisors, LLC. August 1998 - September 2015
Wachovia Securities, LLC September 1998 - December 2008
McDonald Investments February 1989 - September 1998
Merrill Lynch October 1986 - February 1989
Skills
Risk Management, Securities, Financial Advisory, Investments, Management, Investment planning, Asset Allocation, Financial Analysis, Retirement Planning, Financial Modeling, Alternative Investments, Mergers & Acquisitions, Finance, Valuation, Mutual Funds, Investment Strategies, Fixed Income, Financial Services, Due Diligence, Equities, Private Equity, Capital Markets
Education
University of Michigan 1980 — 1984
A.B., History and Economics
Raymond James Financial, Inc. September 2015 - Present
Wells Fargo Advisors, LLC. August 1998 - September 2015
Wachovia Securities, LLC September 1998 - December 2008
McDonald Investments February 1989 - September 1998
Merrill Lynch October 1986 - February 1989
Skills
Risk Management, Securities, Financial Advisory, Investments, Management, Investment planning, Asset Allocation, Financial Analysis, Retirement Planning, Financial Modeling, Alternative Investments, Mergers & Acquisitions, Finance, Valuation, Mutual Funds, Investment Strategies, Fixed Income, Financial Services, Due Diligence, Equities, Private Equity, Capital Markets
Education
University of Michigan 1980 — 1984
A.B., History and Economics
Rich Cordova's Wachovia Securities, LLC Experience 1998 - 2004
Job Senior Vice President at Assurance Agency
Industry Financial Services
Experience
Assurance 2006 - Present
Allstate Financial 2004 - 2006
Wachovia Securities, LLC 1998 - 2004
Skills
401k, Retirement Planning, Retirement Plan..., Employee Benefits, Insurance, Investments, Disability Insurance, ERISA, Life Insurance, Financial Services, Buy-sell Agreements, Fiduciary, Deferred Compensation, Pensions, Nonprofits, Fixed Annuities, ESOP, Workers Compensation, RFP, Executive Pay, Defined Benefit, Fiduciary Liability, Key Person Insurance, Management, Commercial Insurance, Retirement Plan Design, Investment Monitoring &..., Retirement Plan..., Plan Fiduciary..., Non-profits, 401(k), 403(b), 457(b)..., RFP preparation, Corporate Owned Life...
Education
Kansas University 1993 — 1997
Fremd
Assurance 2006 - Present
Allstate Financial 2004 - 2006
Wachovia Securities, LLC 1998 - 2004
Skills
401k, Retirement Planning, Retirement Plan..., Employee Benefits, Insurance, Investments, Disability Insurance, ERISA, Life Insurance, Financial Services, Buy-sell Agreements, Fiduciary, Deferred Compensation, Pensions, Nonprofits, Fixed Annuities, ESOP, Workers Compensation, RFP, Executive Pay, Defined Benefit, Fiduciary Liability, Key Person Insurance, Management, Commercial Insurance, Retirement Plan Design, Investment Monitoring &..., Retirement Plan..., Plan Fiduciary..., Non-profits, 401(k), 403(b), 457(b)..., RFP preparation, Corporate Owned Life...
Education
Kansas University 1993 — 1997
Fremd
Ginny West Ginny West's Wachovia Securities, LLC Experience January 2005 - March 2009
Job Client Service Manager at Kathleen Lenover, Inc.
Industry Financial Services
Experience
Kathleen Lenover, Inc. January 2011 - Present
Genworth Financial April 2009 - January 2011
Wachovia Securities, LLC January 2005 - March 2009
Skills
Communication, Detail Oriented, Follow Through, Experience in Financial..., Understanding of Long..., Trusted
Education
University of Colorado Denver 1988 — 1990
Business Administration, Human Resources
Kathleen Lenover, Inc. January 2011 - Present
Genworth Financial April 2009 - January 2011
Wachovia Securities, LLC January 2005 - March 2009
Skills
Communication, Detail Oriented, Follow Through, Experience in Financial..., Understanding of Long..., Trusted
Education
University of Colorado Denver 1988 — 1990
Business Administration, Human Resources
Todd Garliss Todd Garliss's Wachovia Securities, LLC Experience January 2001 - June 2006
Job Vice President at Corbyn Investment Management Inc.
Industry Investment Management
Experience
Corbyn Investment Management Inc. November 2010 - Present
Canusa Corporation June 2009 - June 2010
Deutsche Bank June 2006 - March 2009
Wachovia Securities, LLC January 2001 - June 2006
Wachovia Securities, LLC January 1999 - January 2001
Alex. Brown & Sons, Inc. January 1992 - January 1999
Skills
Capital Markets, Investments, Financial Analysis, Financial Modeling, Equities, Fixed Income, Portfolio Management, Investment Banking, Securities, Private Equity, Valuation, Series 7, Asset Managment, Alternative Investments, Equity Research
Education
Washington and Lee University 1987 — 1991
Bachelor’s Degree, World History and Philosophy
University of Maryland - Robert H. Smith School of Business 2003 — 2005
MBA, Finance
Corbyn Investment Management Inc. November 2010 - Present
Canusa Corporation June 2009 - June 2010
Deutsche Bank June 2006 - March 2009
Wachovia Securities, LLC January 2001 - June 2006
Wachovia Securities, LLC January 1999 - January 2001
Alex. Brown & Sons, Inc. January 1992 - January 1999
Skills
Capital Markets, Investments, Financial Analysis, Financial Modeling, Equities, Fixed Income, Portfolio Management, Investment Banking, Securities, Private Equity, Valuation, Series 7, Asset Managment, Alternative Investments, Equity Research
Education
Washington and Lee University 1987 — 1991
Bachelor’s Degree, World History and Philosophy
University of Maryland - Robert H. Smith School of Business 2003 — 2005
MBA, Finance
Don Monroe Don Monroe's Wachovia Securities, LLC Experience November 1998 - January 2009
Job Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services January 2009 - Present
Wachovia Securities, LLC November 1998 - January 2009
PaineWebber May 1989 - November 1997
Education
Tusculum College 1970 — 1974
Bachelor of Science (BS), Business, Mathematics
Ketron Memorial High School 1966 — 1970
Bachelor of Science (B.S.), Business Administration
UBS Financial Services January 2009 - Present
Wachovia Securities, LLC November 1998 - January 2009
PaineWebber May 1989 - November 1997
Education
Tusculum College 1970 — 1974
Bachelor of Science (BS), Business, Mathematics
Ketron Memorial High School 1966 — 1970
Bachelor of Science (B.S.), Business Administration
Jason Kozin's Wachovia Securities, LLC Experience May 2007 - July 2008
Job Tri State Metal Company
Industry Mining & Metals
Experience
Tri State Metal Company October 2013 - Present
KPMG Advisory September 2011 - October 2013
Imperial Zinc May 2010 - August 2010
Gruschow Foundation June 2009 - August 2009
Wachovia Securities, LLC May 2007 - July 2008
Morgan Stanley May 2006 - July 2006
Skills
Financial Analysis, Financial Modeling, Valuation, Due Diligence, Accounting, Financial Reporting, Corporate Finance, Microsoft Excel, Auditing, CPA, Data Analysis, US GAAP, Bloomberg, Sarbanes-Oxley Act, Internal Controls, Business Valuation, SEC filings
Education
University of Illinois at Urbana-Champaign 2010 — 2011
Master of Accounting Science, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor of Science in Accountancy, Accountancy
Tri State Metal Company October 2013 - Present
KPMG Advisory September 2011 - October 2013
Imperial Zinc May 2010 - August 2010
Gruschow Foundation June 2009 - August 2009
Wachovia Securities, LLC May 2007 - July 2008
Morgan Stanley May 2006 - July 2006
Skills
Financial Analysis, Financial Modeling, Valuation, Due Diligence, Accounting, Financial Reporting, Corporate Finance, Microsoft Excel, Auditing, CPA, Data Analysis, US GAAP, Bloomberg, Sarbanes-Oxley Act, Internal Controls, Business Valuation, SEC filings
Education
University of Illinois at Urbana-Champaign 2010 — 2011
Master of Accounting Science, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor of Science in Accountancy, Accountancy
Casey Brooks's Wachovia Securities, LLC Experience January 2009 - May 2009
Job Admin Assistant
Industry Financial Services
Experience
WSFS Bank May 2008 - August 2009
Wachovia Securities, LLC January 2009 - May 2009
Skills
Credit
Education
The Catholic University of America 2005 — 2009
B.S.B.A., Finance
WSFS Bank May 2008 - August 2009
Wachovia Securities, LLC January 2009 - May 2009
Skills
Credit
Education
The Catholic University of America 2005 — 2009
B.S.B.A., Finance
Brandon Annett Brandon Annett's Wachovia Securities, LLC Experience August 2004 - December 2007
Job Managing Director, Head of Syndicated Finance at Texas Capital Bank
Industry Banking
Experience
Texas Capital Bank May 2012 - Present
BBVA Compass June 2009 - May 2012
Concerto Asset Management, LLC January 2008 - May 2009
Wachovia Securities, LLC August 2004 - December 2007
Banc of America Securities April 2000 - July 2004
Examination Management Services, Inc. August 1999 - March 2000
Banc of America Securities June 1996 - July 1999
Education
Texas Tech University - Rawls College of Business 1992 — 1996
B.B.A - Finance
Texas Capital Bank May 2012 - Present
BBVA Compass June 2009 - May 2012
Concerto Asset Management, LLC January 2008 - May 2009
Wachovia Securities, LLC August 2004 - December 2007
Banc of America Securities April 2000 - July 2004
Examination Management Services, Inc. August 1999 - March 2000
Banc of America Securities June 1996 - July 1999
Education
Texas Tech University - Rawls College of Business 1992 — 1996
B.B.A - Finance
Mark Slaughter Mark Slaughter's Wachovia Securities, LLC Experience July 2008 - February 2009
Job Looking for my next assignment
Industry Management Consulting
Experience
SOC LLC March 2013 - July 2013
COmputing TechnologieS, Inc. October 1997 - June 2013
Alternative Design Manufacturing & Supply, Inc. July 2009 - November 2011
Wachovia Securities, LLC July 2008 - February 2009
COmputing TechnologieS, Inc. October 1998 - June 2008
United States Marine Corps April 1979 - December 2003
Skills
Leadership, Government, Staff Development, Leadership Development, Team Building, Command, Budgets, Military, Operations Management, Proposal Writing, Military Operations, DoD, Training, Military Experience, Security, Management, Navy, Security Clearance, Counterterrorism, Operational Planning, National Security, Defense, Organizational..., Human Resources, Top Secret, Intelligence, Air Force, Weapons, Intelligence Analysis, Government Contracting, Tactics, Army, Force Protection, Military Training, Homeland Security, Aircraft, Strategic Planning, Program Management, Customer Service, Team Leadership, Marketing Strategy, Sales, Process Improvement, New Business Development, Project Planning, Public Speaking, Marketing
Education
University of Arkansas 1977 — 1978
BS, Business Administration
Texas Tech University 1974 — 1977
Bachelor of Science (B.S.), Business Administration
SOC LLC March 2013 - July 2013
COmputing TechnologieS, Inc. October 1997 - June 2013
Alternative Design Manufacturing & Supply, Inc. July 2009 - November 2011
Wachovia Securities, LLC July 2008 - February 2009
COmputing TechnologieS, Inc. October 1998 - June 2008
United States Marine Corps April 1979 - December 2003
Skills
Leadership, Government, Staff Development, Leadership Development, Team Building, Command, Budgets, Military, Operations Management, Proposal Writing, Military Operations, DoD, Training, Military Experience, Security, Management, Navy, Security Clearance, Counterterrorism, Operational Planning, National Security, Defense, Organizational..., Human Resources, Top Secret, Intelligence, Air Force, Weapons, Intelligence Analysis, Government Contracting, Tactics, Army, Force Protection, Military Training, Homeland Security, Aircraft, Strategic Planning, Program Management, Customer Service, Team Leadership, Marketing Strategy, Sales, Process Improvement, New Business Development, Project Planning, Public Speaking, Marketing
Education
University of Arkansas 1977 — 1978
BS, Business Administration
Texas Tech University 1974 — 1977
Bachelor of Science (B.S.), Business Administration
Tim Reinhart Tim Reinhart's Wachovia Securities, LLC Experience May 2005 - May 2006
Job Video Producer at The Boeing Company
Industry Aviation & Aerospace
Experience
The Boeing Company April 2006 - Present
U.S. Air Force (Air Guard) April 2008 - February 2011
Wachovia Securities, LLC May 2005 - May 2006
Metro Productions October 1999 - May 2005
U.S. Army Reserve August 1998 - February 2002
U.S. Army January 1994 - August 1998
U.S. Army Reserve January 1988 - January 1994
Skills
Video Production, Video Editing, Video, Editing, Post Production, Film, Storytelling, Broadcast, After Effects, Multimedia, Videography, Final Cut Pro, Creative Direction, Screenwriting, Producing, Television, Film Production, New Media, Digital Media, Mac, Social Media, Media Relations, Leadership, Public Relations, Program Management
Education
The Ohio State University 1989 — 1993
Bachelor of Arts (BA), Cinematography
Wynford High School 1985 — 1988
The Boeing Company April 2006 - Present
U.S. Air Force (Air Guard) April 2008 - February 2011
Wachovia Securities, LLC May 2005 - May 2006
Metro Productions October 1999 - May 2005
U.S. Army Reserve August 1998 - February 2002
U.S. Army January 1994 - August 1998
U.S. Army Reserve January 1988 - January 1994
Skills
Video Production, Video Editing, Video, Editing, Post Production, Film, Storytelling, Broadcast, After Effects, Multimedia, Videography, Final Cut Pro, Creative Direction, Screenwriting, Producing, Television, Film Production, New Media, Digital Media, Mac, Social Media, Media Relations, Leadership, Public Relations, Program Management
Education
The Ohio State University 1989 — 1993
Bachelor of Arts (BA), Cinematography
Wynford High School 1985 — 1988
Frank Consalo's Wachovia Securities, LLC Experience March 2000 - November 2008
Job Director of Sales Citi Personal Wealth Management
Industry Financial Services
Experience
Citi Personal Wealth Management May 2012 - Present
BISA 2006 - Present
PNC Investments October 2010 - May 2012
Fulton Financial Advisors November 2008 - November 2010
Wachovia Securities, LLC March 2000 - November 2008
Citigroup 1995 - 2000
Citigroup 1995 - 2000
Education
University of Kentucky 1981 — 1984
BA, Marketing - Finance
Citi Personal Wealth Management May 2012 - Present
BISA 2006 - Present
PNC Investments October 2010 - May 2012
Fulton Financial Advisors November 2008 - November 2010
Wachovia Securities, LLC March 2000 - November 2008
Citigroup 1995 - 2000
Citigroup 1995 - 2000
Education
University of Kentucky 1981 — 1984
BA, Marketing - Finance
Charisa (Jones) Pruitt's Wachovia Securities, LLC Experience June 2004 - December 2008
Job Internet Marketing Consultant | Web Design | SEO | Mobile Marketing
Industry Marketing and Advertising
Experience
J.P. Marketing, LLC February 2008 - Present
Nu-Pro Mobile Auto Glass, LLC December 2008 - Present
BL Marketing Enterprises September 2011 - August 2012
Wachovia Securities, LLC June 2004 - December 2008
Skills
SEO, Web Design, Online Marketing, Web Development, Website Development, Small Business, Blogging, Mobile Marketing, Landing Page..., Email Marketing, Article Marketing, Web 2.0, Entrepreneurship, Microsoft Office, Social Media Marketing, Social Media, Social Networking, PPC, Online Advertising, SEM, Lead Generation, Marketing Strategy, Online Lead Generation, Online Reputation..., Press Releases, Video Marketing, Advertising, Website Building, SEO copywriting, Internet Services, Published Author, Website Promotion, Link Building, Organic Search, Website Redesign, Graphic Design, Keyword Research, Google Analytics, Google Adwords, Entrepreneur, Office Management, Facebook, Wordpress, Web Analytics, YouTube, Digital Marketing, Marketing, SMO, Affiliate Marketing, E-commerce
Education
University of Maryland College Park 1991 — 1994
BS, Agricultural Resources & Economics
J.P. Marketing, LLC February 2008 - Present
Nu-Pro Mobile Auto Glass, LLC December 2008 - Present
BL Marketing Enterprises September 2011 - August 2012
Wachovia Securities, LLC June 2004 - December 2008
Skills
SEO, Web Design, Online Marketing, Web Development, Website Development, Small Business, Blogging, Mobile Marketing, Landing Page..., Email Marketing, Article Marketing, Web 2.0, Entrepreneurship, Microsoft Office, Social Media Marketing, Social Media, Social Networking, PPC, Online Advertising, SEM, Lead Generation, Marketing Strategy, Online Lead Generation, Online Reputation..., Press Releases, Video Marketing, Advertising, Website Building, SEO copywriting, Internet Services, Published Author, Website Promotion, Link Building, Organic Search, Website Redesign, Graphic Design, Keyword Research, Google Analytics, Google Adwords, Entrepreneur, Office Management, Facebook, Wordpress, Web Analytics, YouTube, Digital Marketing, Marketing, SMO, Affiliate Marketing, E-commerce
Education
University of Maryland College Park 1991 — 1994
BS, Agricultural Resources & Economics
Michelle Orlando Stanley Michelle Orlando Stanley's Wachovia Securities, LLC Experience September 2007 - April 2009
Job Executive Assistant at MB31 Gifts
Industry Human Resources
Experience
MB31 Gifts April 2012 - Present
MeadWestvaco December 2009 - April 2010
Wachovia Securities, LLC September 2007 - April 2009
Wachovia Bank June 2001 - December 2002
Wachovia Bank May 1998 - October 2000
Xyan Incorporated April 1997 - May 1998
1st United Bank 1996 - March 1997
The American Bank of the South September 1986 - January 1996
Skills
Human Resources, Recruiting, Leadership, Administrative..., Management, Time Management, Project Management, Customer Service, Program Management, Budgets, Analysis, Project Planning, Payroll, Employee Relations, Team Building
Education
University of Central Florida - College of Business Administration 1990 — 1994
Bachelor of Science in Business Administration, Human Resources
MB31 Gifts April 2012 - Present
MeadWestvaco December 2009 - April 2010
Wachovia Securities, LLC September 2007 - April 2009
Wachovia Bank June 2001 - December 2002
Wachovia Bank May 1998 - October 2000
Xyan Incorporated April 1997 - May 1998
1st United Bank 1996 - March 1997
The American Bank of the South September 1986 - January 1996
Skills
Human Resources, Recruiting, Leadership, Administrative..., Management, Time Management, Project Management, Customer Service, Program Management, Budgets, Analysis, Project Planning, Payroll, Employee Relations, Team Building
Education
University of Central Florida - College of Business Administration 1990 — 1994
Bachelor of Science in Business Administration, Human Resources
Gerard Freeh Gerard Freeh's Wachovia Securities, LLC Experience December 2000 - November 2008
Job Vice President Wealth Management, UBS Financial Services,INC
Industry Financial Services
Experience
UBS Financial Services Inc. November 2008 - Present
Wachovia Securities LLC December 2000 - November 2008
US Bancorp Piper Jaffay February 1998 - December 2000
Dean Witter Reynolds Inc. March 1993 - February 1998
Education
University of Arizona 1977 — 1981
Bachelor of Science in Business Administration, Finance and Accounting
UBS Financial Services Inc. November 2008 - Present
Wachovia Securities LLC December 2000 - November 2008
US Bancorp Piper Jaffay February 1998 - December 2000
Dean Witter Reynolds Inc. March 1993 - February 1998
Education
University of Arizona 1977 — 1981
Bachelor of Science in Business Administration, Finance and Accounting
Evan Deffley Evan Deffley's Wachovia Securities, LLC Experience June 2005 - September 2005
Job Product Manager at SmugMug
Industry Marketing and Advertising
Experience
SmugMug February 2013 - Present
SmugMug April 2011 - Present
Turn March 2010 - April 2011
Google November 2006 - May 2009
Wachovia Securities, LLC June 2005 - September 2005
Cushman & Wakefield June 2005 - September 2005
Skills
Lighting, Photography, User Experience, Online Advertising, Advertising
Education
University of California, San Diego 2002 — 2006
B.Sc, Management Science
SmugMug February 2013 - Present
SmugMug April 2011 - Present
Turn March 2010 - April 2011
Google November 2006 - May 2009
Wachovia Securities, LLC June 2005 - September 2005
Cushman & Wakefield June 2005 - September 2005
Skills
Lighting, Photography, User Experience, Online Advertising, Advertising
Education
University of California, San Diego 2002 — 2006
B.Sc, Management Science
Corey Rollins Corey Rollins's Wachovia Securities, LLC Experience May 2007 - August 2007
Job Intern at Wilson Group
Industry Financial Services
Experience
Wilson Group February 2011 - Present
Christ for the City July 2010 - January 2011
Youth Sports Council June 2009 - August 2009
Wachovia Securities, LLC May 2007 - August 2007
UBS Wealth Management May 2006 - August 2006
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2010
BBA, Major: Finance, Minors: Accounting, History
Universidad Pablo de Olavide 2009 — 2009
International Studies
Newman Smith High School 2002 — 2006
Wilson Group February 2011 - Present
Christ for the City July 2010 - January 2011
Youth Sports Council June 2009 - August 2009
Wachovia Securities, LLC May 2007 - August 2007
UBS Wealth Management May 2006 - August 2006
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2010
BBA, Major: Finance, Minors: Accounting, History
Universidad Pablo de Olavide 2009 — 2009
International Studies
Newman Smith High School 2002 — 2006
James Regennitter James Regennitter's Wachovia Securities, LLC Experience June 2007 - August 2008
Job Customer Service Supervisor at Davenport Financial, LLC
Industry Financial Services
Experience
Davenport Financial, LLC February 2015 - Present
DHL October 2011 - November 2014
The Ohio State University, Department of Neuroscience October 2009 - December 2010
Wachovia Securities, LLC June 2007 - August 2008
Skills
Analysis, Research, PowerPoint, Teamwork, SPSS, Microsoft Excel, Microsoft Office, Microsoft Word, Statistics, Slide Preparation, Psychology, Neuroscience, Logistics, International Logistics, Logistics Management, Import/Export Operations, Hazardous Materials, Air Freight, Ground Transportation, 3PL, Leadership, Public Speaking, Data Analysis, Time Management, Management, Customer Service, Process Improvement, Team Building, Project Management, Leadership Development, Team Leadership, Project Planning, Program Development, Outlook, Training, Facebook, Problem Solving
Education
The Ohio State University 2006 — 2010
B.S., Psychology
Davenport Financial, LLC February 2015 - Present
DHL October 2011 - November 2014
The Ohio State University, Department of Neuroscience October 2009 - December 2010
Wachovia Securities, LLC June 2007 - August 2008
Skills
Analysis, Research, PowerPoint, Teamwork, SPSS, Microsoft Excel, Microsoft Office, Microsoft Word, Statistics, Slide Preparation, Psychology, Neuroscience, Logistics, International Logistics, Logistics Management, Import/Export Operations, Hazardous Materials, Air Freight, Ground Transportation, 3PL, Leadership, Public Speaking, Data Analysis, Time Management, Management, Customer Service, Process Improvement, Team Building, Project Management, Leadership Development, Team Leadership, Project Planning, Program Development, Outlook, Training, Facebook, Problem Solving
Education
The Ohio State University 2006 — 2010
B.S., Psychology
Nathan Gordon Nathan Gordon's Wachovia Securities, LLC Experience June 2008 - August 2008
Job Research Associate at LinkedIn
Industry Internet
Experience
LinkedIn December 2014 - Present
Radius Global Market Research February 2013 - December 2014
Millward Brown May 2012 - February 2013
Millward Brown November 2010 - April 2012
Millward Brown November 2009 - October 2010
Redstone Commercial Group May 2009 - December 2009
Personal Branding Group May 2009 - August 2009
Wachovia Securities, LLC June 2008 - August 2008
Millward Brown May 2007 - August 2007
Skills
Market Research, Marketing Strategy, Advertising Research, Questionnaire Design, Data Analysis, Consumer Insight, Marketing, Social Media, Brand Equity, Marketing Research, Advertising, Brand Management, Strategy, Customer Insight, Analytics, Quantitative Research, Analysis, Discrete Choice, Cross-functional Team..., Segmentation, Survey Design, CRM, Vendor Management, Development & delivery..., Price Optimization, Global Research, Focus Groups, Presentations, Quality Assurance, Manage Client..., Manage client..., SQL, Microsoft Excel, R
Education
University of Vermont School of Business Administration 2005 — 2009
B.S. Business Administration, Marketing
The University of Georgia
Certificate of Completion, Principles of Marketing Research
LinkedIn December 2014 - Present
Radius Global Market Research February 2013 - December 2014
Millward Brown May 2012 - February 2013
Millward Brown November 2010 - April 2012
Millward Brown November 2009 - October 2010
Redstone Commercial Group May 2009 - December 2009
Personal Branding Group May 2009 - August 2009
Wachovia Securities, LLC June 2008 - August 2008
Millward Brown May 2007 - August 2007
Skills
Market Research, Marketing Strategy, Advertising Research, Questionnaire Design, Data Analysis, Consumer Insight, Marketing, Social Media, Brand Equity, Marketing Research, Advertising, Brand Management, Strategy, Customer Insight, Analytics, Quantitative Research, Analysis, Discrete Choice, Cross-functional Team..., Segmentation, Survey Design, CRM, Vendor Management, Development & delivery..., Price Optimization, Global Research, Focus Groups, Presentations, Quality Assurance, Manage Client..., Manage client..., SQL, Microsoft Excel, R
Education
University of Vermont School of Business Administration 2005 — 2009
B.S. Business Administration, Marketing
The University of Georgia
Certificate of Completion, Principles of Marketing Research
Bishop Cheen Bishop Cheen's Wachovia Securities, LLC Experience September 1995 - June 2009
Job Analyst/Consultant for SNL Kagan on Media/Entertainment/Telecom finance and valuation
Industry Investment Banking
Experience
SNL Kagan / Kagan Media Appraisals 2012 - Present
Wells Fargo Securities, LLC September 1995 - August 2012
Wachovia Securities, LLC September 1995 - June 2009
Paul Kagan Associates May 1986 - September 1995
various broadcast stations January 1966 - 1982
various pop music tours 1975 - 1976
Joyous Lake 1974 - 1975
Skills
Valuation, Digital Media, Management, Investments, Capital Markets, Finance, Advertising, Social Media, New Media, Social Media Marketing, Portfolio Management, Equities, Private Equity, Analysis, Leveraged Finance, Mergers & Acquisitions, Due Diligence, Economics, Marketing Strategy, Fixed Income, Financial Modeling, Consulting, Investment Banking, Strategy, Research, Venture Capital, Corporate Finance, Public Relations, Asset Management, Hedge Funds, Start-ups, Strategic Partnerships, Financial Analysis, Marketing, Alternative Investments, Mergers
Education
University of Miami - School of Business 1983 — 1986
MBA, Business--investment analysis
University of Florida 1972 — 1973
Masters, Communications
University of Florida 1967 — 1971
BS, Journalism/Communications
SNL Kagan / Kagan Media Appraisals 2012 - Present
Wells Fargo Securities, LLC September 1995 - August 2012
Wachovia Securities, LLC September 1995 - June 2009
Paul Kagan Associates May 1986 - September 1995
various broadcast stations January 1966 - 1982
various pop music tours 1975 - 1976
Joyous Lake 1974 - 1975
Skills
Valuation, Digital Media, Management, Investments, Capital Markets, Finance, Advertising, Social Media, New Media, Social Media Marketing, Portfolio Management, Equities, Private Equity, Analysis, Leveraged Finance, Mergers & Acquisitions, Due Diligence, Economics, Marketing Strategy, Fixed Income, Financial Modeling, Consulting, Investment Banking, Strategy, Research, Venture Capital, Corporate Finance, Public Relations, Asset Management, Hedge Funds, Start-ups, Strategic Partnerships, Financial Analysis, Marketing, Alternative Investments, Mergers
Education
University of Miami - School of Business 1983 — 1986
MBA, Business--investment analysis
University of Florida 1972 — 1973
Masters, Communications
University of Florida 1967 — 1971
BS, Journalism/Communications
Walter D. Roberts's Wachovia Securities, LLC Experience 2003 - 2008
Job Senior Vice President Complex Manager. Southern New Hampshire Complex at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2008 - Present
Wachovia Securities LLc 2003 - 2008
Prudential Securities LLc 1998 - 2003
Dean Witter Reynolds, Inc. 1992 - 1998
Dean Witter Reynolds, Inc. 1989 - 1992
Dean Witter Reynolds, Inc. 1982 - 1989
Bache and Prudential Bache Securities 1979 - 1982
Skills
Series 7, Investments, Series 65, Series 63, Mutual Funds, Asset Allocation, Retirement Planning, Alternative Investments, FINRA, Securities, ETFs, Financial Advisory, Financial Services, Equities
Education
The University of New Mexico 1974 — 1977
BA, Speech Communications
University of Miami 1973 — 1974
Mass Communications
New Trier West 1969 — 1973
H.S. Diploma
Wells Fargo Advisors September 2008 - Present
Wachovia Securities LLc 2003 - 2008
Prudential Securities LLc 1998 - 2003
Dean Witter Reynolds, Inc. 1992 - 1998
Dean Witter Reynolds, Inc. 1989 - 1992
Dean Witter Reynolds, Inc. 1982 - 1989
Bache and Prudential Bache Securities 1979 - 1982
Skills
Series 7, Investments, Series 65, Series 63, Mutual Funds, Asset Allocation, Retirement Planning, Alternative Investments, FINRA, Securities, ETFs, Financial Advisory, Financial Services, Equities
Education
The University of New Mexico 1974 — 1977
BA, Speech Communications
University of Miami 1973 — 1974
Mass Communications
New Trier West 1969 — 1973
H.S. Diploma
Brian Neale Brian Neale's Wachovia Securities, LLC Experience May 2000 - July 2007
Job Senior Director of Investments at University of Nebraska Foundation
Industry Higher Education
Experience
University of Nebraska Foundation May 2014 - Present
MedStar Health, Inc. July 2007 - May 2014
Wachovia Securities, LLC May 2000 - July 2007
BB&T February 1999 - May 2000
Skills
Investments, Portfolio Management, Financial Reporting, Asset Management, Asset Allocation, Alternative Investments, International..., Financial Modeling, Corporate Finance, Capital Markets, Private Equity, Hedge Funds, Quantitative Analysis, Quantitative Research, Quantitative Finance, Quantitative Modeling, Auditing, Contract Negotiation, Pension Administration, Medical Malpractice, Asset Managment, Leadership, Management, Analysis, Due Diligence
Education
The College of William and Mary - The Mason School of Business 2006 — 2007
MBA
NASD 2000 — 2007
Series 7, 63, 65
University of Pennsylvania - The Wharton School 2004 — 2004
CIMA
Virginia Military Institute 1995 — 1998
BA
University of Nebraska Foundation May 2014 - Present
MedStar Health, Inc. July 2007 - May 2014
Wachovia Securities, LLC May 2000 - July 2007
BB&T February 1999 - May 2000
Skills
Investments, Portfolio Management, Financial Reporting, Asset Management, Asset Allocation, Alternative Investments, International..., Financial Modeling, Corporate Finance, Capital Markets, Private Equity, Hedge Funds, Quantitative Analysis, Quantitative Research, Quantitative Finance, Quantitative Modeling, Auditing, Contract Negotiation, Pension Administration, Medical Malpractice, Asset Managment, Leadership, Management, Analysis, Due Diligence
Education
The College of William and Mary - The Mason School of Business 2006 — 2007
MBA
NASD 2000 — 2007
Series 7, 63, 65
University of Pennsylvania - The Wharton School 2004 — 2004
CIMA
Virginia Military Institute 1995 — 1998
BA
Dan Powell, CFA's Wachovia Securities, LLC Experience April 2004 - April 2007
Job Director of Research at Heritage Wealth Advisors
Industry Investment Management
Experience
Heritage Wealth Advisors January 2014 - Present
Godsey & Gibb Wealth Management May 2007 - December 2013
Wachovia Securities LLC April 2004 - April 2007
BB&T Asset Management November 2000 - April 2003
Skills
Asset Allocation, Fixed Income, Investments, Portfolio Management, Mutual Funds, Investment Strategies, Strategy, Financial Markets
Education
University of Georgia - Terry College of Business 1995 — 1998
BBA, Econoimcs
Heritage Wealth Advisors January 2014 - Present
Godsey & Gibb Wealth Management May 2007 - December 2013
Wachovia Securities LLC April 2004 - April 2007
BB&T Asset Management November 2000 - April 2003
Skills
Asset Allocation, Fixed Income, Investments, Portfolio Management, Mutual Funds, Investment Strategies, Strategy, Financial Markets
Education
University of Georgia - Terry College of Business 1995 — 1998
BBA, Econoimcs
Daniel Mcdow Daniel Mcdow's Wachovia Securities, LLC Experience June 2005 - June 2006
Job Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2015 - Present
Credit Suisse January 2012 - December 2014
Credit Suisse June 2008 - December 2011
Credit Suisse July 2006 - May 2008
Wachovia Securities, LLC June 2005 - June 2006
Skills
Financial Modeling, Fixed Income, Capital Markets
Education
University of Alabama
Bachelor of Science, Finance & Economics
Credit Suisse January 2015 - Present
Credit Suisse January 2012 - December 2014
Credit Suisse June 2008 - December 2011
Credit Suisse July 2006 - May 2008
Wachovia Securities, LLC June 2005 - June 2006
Skills
Financial Modeling, Fixed Income, Capital Markets
Education
University of Alabama
Bachelor of Science, Finance & Economics
Sandon (Sandy) Purcell Sandon (Sandy) Purcell's Wachovia Securities, LLC Experience September 1998 - March 2008
Job Branch Manager at Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network March 2008 - Present
Wachovia Securities LLC September 1998 - March 2008
Skills
Retirement Planning, Estate Planning, Investments, Wealth Management..., Financial Planners, Loans, Financial Goals, Personal Finance, Savings, Retirement, 401k, Insurance, Finance, Strategic Planning, Team Building, Public Speaking, Portfolio Management, Wealth Management, Securities, Management, Financial Planning, Leadership
Education
University of California, San Diego 1981 — 1985
Bachelor of Arts (BA), Biochemistry/ Cell Biology
Wells Fargo Advisors Financial Network March 2008 - Present
Wachovia Securities LLC September 1998 - March 2008
Skills
Retirement Planning, Estate Planning, Investments, Wealth Management..., Financial Planners, Loans, Financial Goals, Personal Finance, Savings, Retirement, 401k, Insurance, Finance, Strategic Planning, Team Building, Public Speaking, Portfolio Management, Wealth Management, Securities, Management, Financial Planning, Leadership
Education
University of California, San Diego 1981 — 1985
Bachelor of Arts (BA), Biochemistry/ Cell Biology
Cody Eckert Cody Eckert's Wachovia Securities, LLC Experience May 2008 - September 2008
Job Senate Intern at Office of California State Senator Mimi Walters
Industry Management Consulting
Experience
Office of California State Senator Mimi Walters September 2014 - January 2015
Lee Kuan Yew School of Public Policy, National University of Singapore July 2011 - August 2013
The Jakarta Globe May 2012 - August 2012
New Oriental Education & Technology Group (NYSE:EDU) March 2010 - July 2011
TCGWorldwide April 2009 - November 2010
Changchun University of Technology/Jilin University September 2008 - July 2009
Wachovia Securities, LLC May 2008 - September 2008
Boy Scouts of America February 2008 - May 2008
Parliament of New Zealand May 2006 - August 2006
Skills
International Relations, Research, Policy, Fundraising, Nonprofits, Non-profits, Public Speaking, Government, Policy Analysis, Public Policy, Program Evaluation, Management, Spanish, International..., Volunteer Management, Intercultural..., Economics, Politics, English, Qualitative Research, Data Analysis, New Business Development, Recruiting, Tutoring, Stata, Public Relations, Leadership, Microsoft Office, Strategic Planning, Social Media, Analysis, Microsoft Excel, Event Planning, Business Development, Strategy, Project Management, Program Management, Economic Development, Mandarin, Foreign Languages, Program Development, Editing, Teaching, Community Outreach, Event Management, Training, Customer Service, Business Strategy, Social Networking, Marketing
Education
National University of Singapore, Lee Kuan Yew School of Public Policy 2011 — 2013
Masters in Public Policy, International Relations
University of California, Berkeley 2004 — 2007
BA, Political Science
Mission Viejo High School
Office of California State Senator Mimi Walters September 2014 - January 2015
Lee Kuan Yew School of Public Policy, National University of Singapore July 2011 - August 2013
The Jakarta Globe May 2012 - August 2012
New Oriental Education & Technology Group (NYSE:EDU) March 2010 - July 2011
TCGWorldwide April 2009 - November 2010
Changchun University of Technology/Jilin University September 2008 - July 2009
Wachovia Securities, LLC May 2008 - September 2008
Boy Scouts of America February 2008 - May 2008
Parliament of New Zealand May 2006 - August 2006
Skills
International Relations, Research, Policy, Fundraising, Nonprofits, Non-profits, Public Speaking, Government, Policy Analysis, Public Policy, Program Evaluation, Management, Spanish, International..., Volunteer Management, Intercultural..., Economics, Politics, English, Qualitative Research, Data Analysis, New Business Development, Recruiting, Tutoring, Stata, Public Relations, Leadership, Microsoft Office, Strategic Planning, Social Media, Analysis, Microsoft Excel, Event Planning, Business Development, Strategy, Project Management, Program Management, Economic Development, Mandarin, Foreign Languages, Program Development, Editing, Teaching, Community Outreach, Event Management, Training, Customer Service, Business Strategy, Social Networking, Marketing
Education
National University of Singapore, Lee Kuan Yew School of Public Policy 2011 — 2013
Masters in Public Policy, International Relations
University of California, Berkeley 2004 — 2007
BA, Political Science
Mission Viejo High School
Karen A Olney Karen A Olney's Wachovia Securities, LLC Experience September 2004 - March 2009
Job Board Member at Sauer Garden Civic Association
Industry Financial Services
Experience
Wachovia Securities, LLC September 2004 - March 2009
Prudential Securities September 2000 - August 2004
Prudential Securities January 1996 - September 2000
Contemporaries April 1995 - January 1996
Tourneau January 1994 - January 1995
Education
The College of New Rochelle 1987 — 1991
Bachelor of Arts, English Literature
Wachovia Securities, LLC September 2004 - March 2009
Prudential Securities September 2000 - August 2004
Prudential Securities January 1996 - September 2000
Contemporaries April 1995 - January 1996
Tourneau January 1994 - January 1995
Education
The College of New Rochelle 1987 — 1991
Bachelor of Arts, English Literature
Allen Andes's Wachovia Securities, LLC Experience May 2002 - September 2005
Job Financial Advisor at Northstar Inv Professionals "Income solutions for clients who are looking to not outlive income"
Industry Financial Services
Experience
Investment Professionals, Inc. February 2014 - Present
VALIC August 2011 - February 2014
Independent August 2009 - September 2011
PNC Investment Services LLC October 2006 - July 2009
Citizens Investment Services December 2005 - October 2006
Wachovia Securities LLC May 2002 - September 2005
Pacific Century Investment Services Inc December 2001 - April 2002
First Union Brokerage Services Inc December 1996 - November 2001
Talbot Financial Services / Mellon Bank December 1993 - December 1996
The Ohio State University 1988 - 1992
Education
Wilkes University 1991 — 1993
BA, Marketing/Sales
The Ohio State University 1988 — 1991
undecided, undecided
Investment Professionals, Inc. February 2014 - Present
VALIC August 2011 - February 2014
Independent August 2009 - September 2011
PNC Investment Services LLC October 2006 - July 2009
Citizens Investment Services December 2005 - October 2006
Wachovia Securities LLC May 2002 - September 2005
Pacific Century Investment Services Inc December 2001 - April 2002
First Union Brokerage Services Inc December 1996 - November 2001
Talbot Financial Services / Mellon Bank December 1993 - December 1996
The Ohio State University 1988 - 1992
Education
Wilkes University 1991 — 1993
BA, Marketing/Sales
The Ohio State University 1988 — 1991
undecided, undecided
Gary Medley, CFP®'s Wachovia Securities, LLC Experience 2004 - 2005
Job President at Medley Advisory, LLC
Industry Financial Services
Experience
Financial Planning Association of SW Florida January 2015 - Present
Medley Advisory, LLC December 2009 - Present
Medley Advisory, LLC May 2009 - Present
Financial Planning Association of SW Florida January 2014 - December 2014
Fifth Third Bank October 2007 - February 2009
Wachovia Securities, LLC 2004 - 2005
Prudential Securities June 1999 - November 2001
Wells Fargo 1997 - 1999
EF Hutton 1984 - 1990
Merrill Lynch 1983 - 1984
Skills
Asset Management, Wealth Management, 401k, Annuities, Investments, Financial Planning, Financial Modeling, Risk Assessment, Strategic Financial..., Asset Managment, Series 7, Retirement Planning, Securities, Fixed Annuities
Education
University of Michigan 1979 — 1982
BSA, Finance & Economics
The Ohio State University 1977 — 1978
General Studies
Westland HS 1970 — 1973
Financial Planning Association of SW Florida January 2015 - Present
Medley Advisory, LLC December 2009 - Present
Medley Advisory, LLC May 2009 - Present
Financial Planning Association of SW Florida January 2014 - December 2014
Fifth Third Bank October 2007 - February 2009
Wachovia Securities, LLC 2004 - 2005
Prudential Securities June 1999 - November 2001
Wells Fargo 1997 - 1999
EF Hutton 1984 - 1990
Merrill Lynch 1983 - 1984
Skills
Asset Management, Wealth Management, 401k, Annuities, Investments, Financial Planning, Financial Modeling, Risk Assessment, Strategic Financial..., Asset Managment, Series 7, Retirement Planning, Securities, Fixed Annuities
Education
University of Michigan 1979 — 1982
BSA, Finance & Economics
The Ohio State University 1977 — 1978
General Studies
Westland HS 1970 — 1973
Eric Waage's Wachovia Securities, LLC Experience 2008 - 2008
Job Legal Assistant at Aldridge Pite, LLP
Industry Law Practice
Experience
Aldridge Pite, LLP 2015 - Present
Barkin Law Group 2014 - 2015
Los Angeles County District Attorney's Office 2014 - 2014
Brown White & Newhouse LLP 2010 - 2013
Farnsworth Financial Services 2009 - 2010
Wachovia Securities, LLC 2008 - 2008
Institute of International Studies 2007 - 2008
Skills
Legal Research, Legal Writing, Criminal Law, Social Media, Political Campaigns, Litigation, Trials, Civil Litigation, Westlaw, Social Media Marketing, Legal Billing, Financial Accounting
Education
Thomas Jefferson School of Law 2015 — 2018
Juris Doctor (J.D.)
University of California, Berkeley 2004 — 2009
BA, Political Economy, English
CHS
Aldridge Pite, LLP 2015 - Present
Barkin Law Group 2014 - 2015
Los Angeles County District Attorney's Office 2014 - 2014
Brown White & Newhouse LLP 2010 - 2013
Farnsworth Financial Services 2009 - 2010
Wachovia Securities, LLC 2008 - 2008
Institute of International Studies 2007 - 2008
Skills
Legal Research, Legal Writing, Criminal Law, Social Media, Political Campaigns, Litigation, Trials, Civil Litigation, Westlaw, Social Media Marketing, Legal Billing, Financial Accounting
Education
Thomas Jefferson School of Law 2015 — 2018
Juris Doctor (J.D.)
University of California, Berkeley 2004 — 2009
BA, Political Economy, English
CHS
Jesse McCoy, RN Jesse McCoy, RN's Wachovia Securities, LLC Experience February 2007 - June 2008
Job Registered Nurse at Sentara Healthcare
Industry Higher Education
Experience
Sentara Healthcare October 2012 - Present
CALVARY REVIVAL CHURCH January 2010 - Present
ECPI University June 2008 - October 2012
WACHOVIA SECURITIES, LLC February 2007 - June 2008
KELLY SERVICES, INC June 2006 - June 2008
Skills
Coaching, Career Advising, Youth Development, Career Development, Healthcare, Career Exploration, Hiring, Event Planning, Career Services, Resume Writing, Facebook, Cover Letters, Microsoft Office, Mentoring, Interviewing, Nursing, Women's Health, Neonatal Nursing, Pediatric Nursing, Registered Nurses
Education
ECPI University 2011 — 2012
Associate of Arts and Sciences (A.A.S.), Registered Nursing/Registered Nurse
Towson University 1999 — 2005
Bachelors, Biology Concentration in Pre-Medicine
Towson University 1999 — 2005
Bachelors, Psychology
Sentara Healthcare October 2012 - Present
CALVARY REVIVAL CHURCH January 2010 - Present
ECPI University June 2008 - October 2012
WACHOVIA SECURITIES, LLC February 2007 - June 2008
KELLY SERVICES, INC June 2006 - June 2008
Skills
Coaching, Career Advising, Youth Development, Career Development, Healthcare, Career Exploration, Hiring, Event Planning, Career Services, Resume Writing, Facebook, Cover Letters, Microsoft Office, Mentoring, Interviewing, Nursing, Women's Health, Neonatal Nursing, Pediatric Nursing, Registered Nurses
Education
ECPI University 2011 — 2012
Associate of Arts and Sciences (A.A.S.), Registered Nursing/Registered Nurse
Towson University 1999 — 2005
Bachelors, Biology Concentration in Pre-Medicine
Towson University 1999 — 2005
Bachelors, Psychology
Matthew B. Sandler, CPA Matthew B. Sandler, CPA's Wachovia Securities, LLC Experience June 2008 - August 2008
Job Senior Associate at Prospect Capital Management
Industry Financial Services
Experience
Prospect Capital Management June 2013 - Present
PwC January 2011 - May 2013
PricewaterhouseCoopers June 2010 - July 2010
ACI Accounting and Compliance International June 2009 - August 2009
Wachovia Securities, LLC June 2008 - August 2008
Skills
Security Valuation, Spreadsheet Analysis, Spreadsheet Modeling, Securitization, Structured Finance, Valuation, Credit, Accounting, Agency MBS, CLO, Private Label, ABS, Bloomberg, Bloomberg Terminal, Credit Analysis, Financial Analysis, Financial Modeling, MBS, Securities, Structured Products
Education
University of Maryland College Park 2006 — 2010
B.S. Finance, B.S. Accounting
Prospect Capital Management June 2013 - Present
PwC January 2011 - May 2013
PricewaterhouseCoopers June 2010 - July 2010
ACI Accounting and Compliance International June 2009 - August 2009
Wachovia Securities, LLC June 2008 - August 2008
Skills
Security Valuation, Spreadsheet Analysis, Spreadsheet Modeling, Securitization, Structured Finance, Valuation, Credit, Accounting, Agency MBS, CLO, Private Label, ABS, Bloomberg, Bloomberg Terminal, Credit Analysis, Financial Analysis, Financial Modeling, MBS, Securities, Structured Products
Education
University of Maryland College Park 2006 — 2010
B.S. Finance, B.S. Accounting
Reggie Lang Reggie Lang's Wachovia Securities, LLC Experience July 2006 - December 2008
Job Managing Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities January 2009 - Present
Wachovia Securities, LLC July 2006 - December 2008
JPMorgan 1999 - 2006
Chase Manhattan Corporation 1999 - 2003
Education
Thunderbird School of Global Management 1997 — 1999
MBA
Vanderbilt University 1990 — 1994
BA, Political Science
South Garland High School 1987 — 1990
Wells Fargo Securities January 2009 - Present
Wachovia Securities, LLC July 2006 - December 2008
JPMorgan 1999 - 2006
Chase Manhattan Corporation 1999 - 2003
Education
Thunderbird School of Global Management 1997 — 1999
MBA
Vanderbilt University 1990 — 1994
BA, Political Science
South Garland High School 1987 — 1990
Sok Cordell's Wachovia Securities, LLC Experience April 2002 - December 2006
Job Sr. Managing Director
Industry Financial Services
Experience
CH Capital Partners, LLC January 2006 - Present
Wachovia Securities, LLC April 2002 - December 2006
UBS Wealth Management November 1999 - April 2002
Smith Barney March 1995 - October 1999
Skills
Wealth Advisory, Commercial Underwriter, Investment Banker, Investment Advisory, Loans, Financial Structuring, Portfolio Management, Finance, Private Banking, Residential Mortgages, Management Consulting, Investments, Loan Origination, Wealth, Estate Planning, Commercial Real Estate, Financial Services, Small Business, Investment Strategies, Banking, Wealth Management, Fixed Income, Structured Finance, Mortgage Lending, Strategic Financial..., Investment Management, Bonds, Financial Risk, Alternative Investments
Education
University of Alaska Anchorage 1986 — 2004
BS, Math
Saint John's Prep School 1985 — 1986
High School
hickam elementary 1976 — 1979
Elementary School
CH Capital Partners, LLC January 2006 - Present
Wachovia Securities, LLC April 2002 - December 2006
UBS Wealth Management November 1999 - April 2002
Smith Barney March 1995 - October 1999
Skills
Wealth Advisory, Commercial Underwriter, Investment Banker, Investment Advisory, Loans, Financial Structuring, Portfolio Management, Finance, Private Banking, Residential Mortgages, Management Consulting, Investments, Loan Origination, Wealth, Estate Planning, Commercial Real Estate, Financial Services, Small Business, Investment Strategies, Banking, Wealth Management, Fixed Income, Structured Finance, Mortgage Lending, Strategic Financial..., Investment Management, Bonds, Financial Risk, Alternative Investments
Education
University of Alaska Anchorage 1986 — 2004
BS, Math
Saint John's Prep School 1985 — 1986
High School
hickam elementary 1976 — 1979
Elementary School
Nico March Nico March's Wachovia Securities, LLC Experience January 2003 - December 2008
Job Senior Vice President Investments and Senior Institutional Consultant at The March Group of Wells Fargo Advisors,LLC
Industry Financial Services
Experience
The March Group of Wells Fargo Advisors January 2009 - Present
Wachovia Securities, LLC January 2003 - December 2008
Prudential Securities November 1995 - December 2002
Merrill Lynch February 1982 - November 1995
Skills
Investment Strategies, Financial Advisory, 401k, Fixed Income, Needs-Based Analysis, Structured Asset..., Institutional Analysis
Education
University of California, San Diego - School of Medicine 1978 — 1980
Medical Research
University of California, San Diego 1974 — 1978
University of California, Los Angeles
The March Group of Wells Fargo Advisors January 2009 - Present
Wachovia Securities, LLC January 2003 - December 2008
Prudential Securities November 1995 - December 2002
Merrill Lynch February 1982 - November 1995
Skills
Investment Strategies, Financial Advisory, 401k, Fixed Income, Needs-Based Analysis, Structured Asset..., Institutional Analysis
Education
University of California, San Diego - School of Medicine 1978 — 1980
Medical Research
University of California, San Diego 1974 — 1978
University of California, Los Angeles
Ryan Marcinik Ryan Marcinik's Wachovia Securities, LLC Experience June 2008 - July 2008
Job Associate at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets August 2012 - Present
RBC Capital Markets August 2010 - July 2012
Wells Fargo Securities June 2009 - July 2010
Wachovia Securities, LLC June 2008 - July 2008
GE Supply June 2007 - August 2007
The Walt Disney Company January 2007 - May 2007
Skills
Financial Modeling, Financial Analysis, Bloomberg, Valuation, Investment Banking, Capital Markets, Corporate Finance, Equities, Fixed Income, Finance, Hedge Funds, Equity Research, Derivatives, Due Diligence, Private Equity
Education
University of Florida
Master of Science (M.S.), Finance
University of Florida - Warrington College Of Business
Bachelor of Science (B.S.), Finance
Melbourne Central Catholic
St. Joseph's
RBC Capital Markets August 2012 - Present
RBC Capital Markets August 2010 - July 2012
Wells Fargo Securities June 2009 - July 2010
Wachovia Securities, LLC June 2008 - July 2008
GE Supply June 2007 - August 2007
The Walt Disney Company January 2007 - May 2007
Skills
Financial Modeling, Financial Analysis, Bloomberg, Valuation, Investment Banking, Capital Markets, Corporate Finance, Equities, Fixed Income, Finance, Hedge Funds, Equity Research, Derivatives, Due Diligence, Private Equity
Education
University of Florida
Master of Science (M.S.), Finance
University of Florida - Warrington College Of Business
Bachelor of Science (B.S.), Finance
Melbourne Central Catholic
St. Joseph's
Ty K. Debique, CFP®, CRPC®'s Wachovia Securities, LLC Experience June 2002 - June 2008
Job Divisional Sales Manager at Raymond James & Associates
Industry Financial Services
Experience
Raymond James Financial, Inc. September 2015 - Present
Merrill Lynch November 2012 - September 2015
Merrill Lynch December 2011 - November 2012
Merrill Lynch May 2009 - December 2011
Merrill Lynch June 2008 - May 2009
Wachovia Securities, LLC June 2002 - June 2008
UBS PaineWebber January 1999 - June 2002
Skills
Investments, Series 7, Series 63, Wealth Management, Wealth Management..., Retirement Planning, Investment Advisory, Asset Allocation, Uniform Combined State..., Alternative Investments, Financial Advisory, IRAs, Mutual Funds, Series 65, Securities, Investment Management, Retirement, Bonds, 401k, Fixed Income, Series 9, Series 10, FINRA, Investment Strategies, Banking, Series 24, Finance, Strategic Financial..., Fixed Annuities
Education
University of Florida 1992 — 1997
Bachelor of Science, Business Administration
Miami Southridge Senior High 1989 — 1992
High School Diploma
Raymond James Financial, Inc. September 2015 - Present
Merrill Lynch November 2012 - September 2015
Merrill Lynch December 2011 - November 2012
Merrill Lynch May 2009 - December 2011
Merrill Lynch June 2008 - May 2009
Wachovia Securities, LLC June 2002 - June 2008
UBS PaineWebber January 1999 - June 2002
Skills
Investments, Series 7, Series 63, Wealth Management, Wealth Management..., Retirement Planning, Investment Advisory, Asset Allocation, Uniform Combined State..., Alternative Investments, Financial Advisory, IRAs, Mutual Funds, Series 65, Securities, Investment Management, Retirement, Bonds, 401k, Fixed Income, Series 9, Series 10, FINRA, Investment Strategies, Banking, Series 24, Finance, Strategic Financial..., Fixed Annuities
Education
University of Florida 1992 — 1997
Bachelor of Science, Business Administration
Miami Southridge Senior High 1989 — 1992
High School Diploma
Michael Rose, CFP®'s Wachovia Securities, LLC Experience 2001 - 2005
Job Founder and Managing Partner at Rose Capital Advisors
Industry Financial Services
Experience
Rose Capital Advisors July 2012 - Present
Mourning Family Foundation September 2013 - Present
Driving Force Giving Circle January 2013 - Present
Dominick & Dominick LLC March 2005 - June 2012
Make-A-Wish Foundation® of Southern Florida 2008 - 2012
Wachovia Securities, LLC 2001 - 2005
Skills
Holistic Financial..., Wealth Advisory, Family Office Services, Financial/Investment..., Retirement Planning, College Education..., Investment Policy, Dynamic Asset Allocation, Cash Flow Analysis, Performance Analytics, Alternative Investments, Real Estate, Private Equity, Venture Capital, Hedge Funds, Commodities, Managed Futures, Timberland, Cash Flow, Commodity, Wealth
Education
University of Miami 2009 — 2011
CFP
Syracuse University 1993 — 1997
Bachelor of Science Degree, Finance
Rose Capital Advisors July 2012 - Present
Mourning Family Foundation September 2013 - Present
Driving Force Giving Circle January 2013 - Present
Dominick & Dominick LLC March 2005 - June 2012
Make-A-Wish Foundation® of Southern Florida 2008 - 2012
Wachovia Securities, LLC 2001 - 2005
Skills
Holistic Financial..., Wealth Advisory, Family Office Services, Financial/Investment..., Retirement Planning, College Education..., Investment Policy, Dynamic Asset Allocation, Cash Flow Analysis, Performance Analytics, Alternative Investments, Real Estate, Private Equity, Venture Capital, Hedge Funds, Commodities, Managed Futures, Timberland, Cash Flow, Commodity, Wealth
Education
University of Miami 2009 — 2011
CFP
Syracuse University 1993 — 1997
Bachelor of Science Degree, Finance
Jeff Rayfield Jeff Rayfield's Wachovia Securities, LLC Experience October 2007 - January 2009
Job Managing Director, Head of Planning and Execution at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2012 - Present
Wells Fargo Advisors January 2009 - February 2012
Wachovia Securities, LLC October 2007 - January 2009
A.G. Edwards March 1993 - October 2007
United Nations July 1991 - March 1993
Hyundai Motor Finance February 1990 - July 1991
Skills
Project Management, Project Planning, Team Leadership, Vendor Management, Program Management, Management, Financial Services, Operating Models, Strategic Planning, Start-ups, Business Analysis, Integration, SDLC, Risk Management, Leadership, Portfolio Management, Requirements Analysis, Business Intelligence, Software Development, Process Improvement
Education
Truman State University 1984 — 1988
B.S., Business Administration - Finance
Wells Fargo Advisors February 2012 - Present
Wells Fargo Advisors January 2009 - February 2012
Wachovia Securities, LLC October 2007 - January 2009
A.G. Edwards March 1993 - October 2007
United Nations July 1991 - March 1993
Hyundai Motor Finance February 1990 - July 1991
Skills
Project Management, Project Planning, Team Leadership, Vendor Management, Program Management, Management, Financial Services, Operating Models, Strategic Planning, Start-ups, Business Analysis, Integration, SDLC, Risk Management, Leadership, Portfolio Management, Requirements Analysis, Business Intelligence, Software Development, Process Improvement
Education
Truman State University 1984 — 1988
B.S., Business Administration - Finance
Bob Sipple Bob Sipple's Wachovia Securities, LLC Experience November 2001 - January 2009
Job Chief Operating Officer at Lighthouse Realty Fund
Industry Investment Management
Experience
Lighthouse Realty Fund February 2009 - Present
Wachovia Securities, LLC November 2001 - January 2009
Raymond James May 1993 - November 2001
Skills
Investments, Alternative Investments, Portfolio Management, Asset Allocation, Mutual Funds, Finance, Management, Private Equity, Venture Capital, Real Estate, Asset Management, Real Estate Development, Due Diligence, Small Business, Investment Properties
Education
University of Delaware 1986 — 1991
Consumer Economics
Lighthouse Realty Fund February 2009 - Present
Wachovia Securities, LLC November 2001 - January 2009
Raymond James May 1993 - November 2001
Skills
Investments, Alternative Investments, Portfolio Management, Asset Allocation, Mutual Funds, Finance, Management, Private Equity, Venture Capital, Real Estate, Asset Management, Real Estate Development, Due Diligence, Small Business, Investment Properties
Education
University of Delaware 1986 — 1991
Consumer Economics
Dale Lawton Dale Lawton's Wachovia Securities, LLC Experience April 1992 - June 2008
Job Portfolio Specialist at Salomon and Ludwin, LLC
Industry Financial Services
Experience
Salomon & Ludwin, LLC March 2013 - Present
Lowe, Brockenbrough & Company March 2011 - March 2013
Wells Fargo Advisors, LLC August 2009 - March 2011
Wachovia Securities, LLC April 1992 - June 2008
Banc of America Investments 1979 - 1992
Skills
Trading, Securities, Investments, Financial Services
Education
University of Mary Washington 1972 — 1976
BA, Spanish and Elementary Education
Salomon & Ludwin, LLC March 2013 - Present
Lowe, Brockenbrough & Company March 2011 - March 2013
Wells Fargo Advisors, LLC August 2009 - March 2011
Wachovia Securities, LLC April 1992 - June 2008
Banc of America Investments 1979 - 1992
Skills
Trading, Securities, Investments, Financial Services
Education
University of Mary Washington 1972 — 1976
BA, Spanish and Elementary Education
Gregory Mazurowski Gregory Mazurowski's Wachovia Securities, LLC Experience March 2002 - February 2005
Job Special Projects Coordinator at AFLAC
Industry Insurance
Experience
AFLAC March 2015 - Present
AFLAC, New York April 2005 - Present
Wachovia Securities, LLC March 2002 - February 2005
Skills
Employee Benefits, Health Savings Accounts, Cafeteria Plans, Accident, Disability Insurance, Whole Life, Fixed Annuities, Retirement, Investments, Term Life Insurance, Life Insurance, Critical Illness, Insurance, Brokers, Sales, Health Insurance, Small Business
Education
State University of New York at Buffalo 1990 — 1993
Economics / Business Administration
Niagara County Community College 1973 — 1975
Associates, Business Administration / Economics
AFLAC March 2015 - Present
AFLAC, New York April 2005 - Present
Wachovia Securities, LLC March 2002 - February 2005
Skills
Employee Benefits, Health Savings Accounts, Cafeteria Plans, Accident, Disability Insurance, Whole Life, Fixed Annuities, Retirement, Investments, Term Life Insurance, Life Insurance, Critical Illness, Insurance, Brokers, Sales, Health Insurance, Small Business
Education
State University of New York at Buffalo 1990 — 1993
Economics / Business Administration
Niagara County Community College 1973 — 1975
Associates, Business Administration / Economics
Shara Reidy Shara Reidy's Wachovia Securities, LLC Experience November 2007 - Present
Job Client Associate at Wachovia Securities, LLC
Industry Financial Services
Experience
Wachovia Securities, LLC November 2007 - Present
UBS Financial Services April 2005 - November 2007
Education
University at Buffalo 2001 — 2005
Wachovia Securities, LLC November 2007 - Present
UBS Financial Services April 2005 - November 2007
Education
University at Buffalo 2001 — 2005
Nick Brannen, CRPC®, CFP® Nick Brannen, CRPC®, CFP®'s Wachovia Securities, LLC Experience July 2003 - August 2008
Job CERTIFIED FINANCIAL PLANNER™ Practitioner, Financial Advisor Johnson & Brannen Northwestern Mutual
Industry Financial Services
Experience
Johnson and Brannen - Northwestern Mutual August 2008 - Present
Wachovia Securities, LLC July 2003 - August 2008
Wachovia Securities December 2001 - July 2003
Skills
Strategic Financial..., Retirement Planning, Investments, Insurance, Small Business
Education
The American College
Certified Financial Planning Certificate, Financial Planning
The College for Financial Planning
Chartered Retirement Plan Consultant, Qualified Retirement Plans
The Plansponsor Institute
Plansponsor Retirement Professional, Qualified Retirement Plans
The University of Georgia
Bachelor of Science, Consumer Economics
Johnson and Brannen - Northwestern Mutual August 2008 - Present
Wachovia Securities, LLC July 2003 - August 2008
Wachovia Securities December 2001 - July 2003
Skills
Strategic Financial..., Retirement Planning, Investments, Insurance, Small Business
Education
The American College
Certified Financial Planning Certificate, Financial Planning
The College for Financial Planning
Chartered Retirement Plan Consultant, Qualified Retirement Plans
The Plansponsor Institute
Plansponsor Retirement Professional, Qualified Retirement Plans
The University of Georgia
Bachelor of Science, Consumer Economics
Trey Barnes's Wachovia Securities, LLC Experience May 2007 - November 2008
Job
Industry Financial Services
Experience
Mariner Wealth Advisors May 2009 - Present
Wells Fargo Advisors, LLC November 2008 - May 2009
Wachovia Securities, LLC May 2007 - November 2008
A.G. Edwards & Sons, Inc. October 1992 - April 2007
Skills
Strategic Financial..., Asset Management, Financial Advisory, Wealth Management, Retirement Planning, Wealth, Asset Allocation, Series 7, ETFs, Wealth Accumulation, Investments
Education
The University of Kansas 1988 — 1991
Business Administration
Mariner Wealth Advisors May 2009 - Present
Wells Fargo Advisors, LLC November 2008 - May 2009
Wachovia Securities, LLC May 2007 - November 2008
A.G. Edwards & Sons, Inc. October 1992 - April 2007
Skills
Strategic Financial..., Asset Management, Financial Advisory, Wealth Management, Retirement Planning, Wealth, Asset Allocation, Series 7, ETFs, Wealth Accumulation, Investments
Education
The University of Kansas 1988 — 1991
Business Administration
Mitchell McEntyre Mitchell McEntyre's Wachovia Securities, LLC Experience January 2007 - April 2009
Job Foundation grantmaking, wealth management
Industry Financial Services
Experience
Villafranco Wealth Management December 2014 - Present
Wells Fargo Advisors, LLC May 2009 - April 2014
Wachovia Securities, LLC January 2007 - April 2009
Arthur J. Gallagher & Co. June 2005 - August 2005
Skills
Series 7, Fixed Income, Mutual Funds, Asset Allocation, Investments, Investment Strategies, Equities, Wealth Management, Financial Analysis, Retirement Planning, Valuation, Trading
Education
University of Arizona, Eller College of Management
Bachelor of Science in Business Administration, Business Management, 2006
Villafranco Wealth Management December 2014 - Present
Wells Fargo Advisors, LLC May 2009 - April 2014
Wachovia Securities, LLC January 2007 - April 2009
Arthur J. Gallagher & Co. June 2005 - August 2005
Skills
Series 7, Fixed Income, Mutual Funds, Asset Allocation, Investments, Investment Strategies, Equities, Wealth Management, Financial Analysis, Retirement Planning, Valuation, Trading
Education
University of Arizona, Eller College of Management
Bachelor of Science in Business Administration, Business Management, 2006
Patrice Wiggins Patrice Wiggins's Wachovia Securities, LLC Experience 2005 - 2007
Job VP, Sales Development & Marketing Mgr at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow August 2015 - Present
Genworth Financial May 2012 - July 2015
Genworth Financial March 2008 - May 2012
Capital One 2008 - 2008
Wachovia Securities, LLC 2005 - 2007
Wachovia Securities, LLC October 2003 - December 2005
Hand Workshop Art Center 1998 - 2000
Skills
Project Management, Financial Services, Insurance, Relationship Management, Risk Management, Training, Management, Marketing, Corporate Communications, Marketing Communications, Branding & Identity, Social Media Marketing, Process Improvement, Public Relations, Community Relations, Copywriting, Copy Editing, Web Content, Email Marketing, Mobile Applications, Mobile Communications, Event Planning, Event Management, Corporate Events, Technical Writing, Strategic Planning, Direct Marketing, Internal Communications, Leadership, Strategic Communications, Marketing Strategy, CRM, Analytics, Integrated Marketing, Program Management, Online Marketing, Strategy, Cross-functional Team..., Vendor Management, Business Development, Team Leadership, Market Research
Education
University of Maryland College Park
BB&T Scott & Stringfellow August 2015 - Present
Genworth Financial May 2012 - July 2015
Genworth Financial March 2008 - May 2012
Capital One 2008 - 2008
Wachovia Securities, LLC 2005 - 2007
Wachovia Securities, LLC October 2003 - December 2005
Hand Workshop Art Center 1998 - 2000
Skills
Project Management, Financial Services, Insurance, Relationship Management, Risk Management, Training, Management, Marketing, Corporate Communications, Marketing Communications, Branding & Identity, Social Media Marketing, Process Improvement, Public Relations, Community Relations, Copywriting, Copy Editing, Web Content, Email Marketing, Mobile Applications, Mobile Communications, Event Planning, Event Management, Corporate Events, Technical Writing, Strategic Planning, Direct Marketing, Internal Communications, Leadership, Strategic Communications, Marketing Strategy, CRM, Analytics, Integrated Marketing, Program Management, Online Marketing, Strategy, Cross-functional Team..., Vendor Management, Business Development, Team Leadership, Market Research
Education
University of Maryland College Park
Cameron Crowder Cameron Crowder's Wachovia Securities, LLC Experience August 2007 - April 2008
Job Marketing Manager and Event Coordinator
Industry Wine and Spirits
Experience
Barren Ridge Vineyards April 2012 - Present
The London Tea Room March 2011 - March 2012
The Ritz-Carlton, Amelia Island November 2009 - March 2010
Mudhouse April 2008 - March 2009
Wachovia Securities, LLC August 2007 - April 2008
Education
The Culinary Institute of America 2009 — 2010
AOS, Baking and Pastry Arts
University of Virginia 2001 — 2007
BA, Comparative Literature
Barren Ridge Vineyards April 2012 - Present
The London Tea Room March 2011 - March 2012
The Ritz-Carlton, Amelia Island November 2009 - March 2010
Mudhouse April 2008 - March 2009
Wachovia Securities, LLC August 2007 - April 2008
Education
The Culinary Institute of America 2009 — 2010
AOS, Baking and Pastry Arts
University of Virginia 2001 — 2007
BA, Comparative Literature
Andres Copete Andres Copete's Wachovia Securities, LLC Experience August 2001 - June 2004
Job Executive Director at BBVA
Industry Investment Banking
Experience
BBVA August 2013 - Present
Jefferies & Company July 2006 - August 2013
Wachovia Securities, LLC August 2001 - June 2004
ABN AMRO January 1999 - August 2001
Skills
Capital Markets, Investment Banking, Finance, Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Private Equity, Private Banking, Leveraged Finance
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance
Universidad de Los Andes 1993 — 1998
BA, Economics
Colegio Anglo Colombiano 1981 — 1992
High School
BBVA August 2013 - Present
Jefferies & Company July 2006 - August 2013
Wachovia Securities, LLC August 2001 - June 2004
ABN AMRO January 1999 - August 2001
Skills
Capital Markets, Investment Banking, Finance, Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Private Equity, Private Banking, Leveraged Finance
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance
Universidad de Los Andes 1993 — 1998
BA, Economics
Colegio Anglo Colombiano 1981 — 1992
High School
Chip Logan, AIF®, CFP® Chip Logan, AIF®, CFP®'s Wachovia Securities, LLC Experience September 2004 - January 2007
Job Managing Principal at MyFinEco and Advisors Design Center
Industry Financial Services
Experience
Merrill Lynch July 2010 - April 2012
UBS January 2007 - November 2007
Wachovia Securities, LLC September 2004 - January 2007
John Hancock Life Insurance Company (U.S.A.) July 2003 - May 2004
ING March 2000 - July 2003
Pacific Life February 1996 - January 2000
Self Employed - Financial Services June 1988 - February 1996
Skills
Retirement Plan..., Retirement Plan..., Fiduciary Protection, ERISA, 401k, Retirement Planning, Portfolio Management, Estate Planning, Life Insurance, Long Term Care Insurance, Non-Qualified Deferred..., Wealth Management, Strategic Financial..., Insurance, Mutual Funds, Series 63, Retirement, Wealth Management..., Employee Benefits
Education
College of Financial Planning 2008 — 2011
Certified Financial Planner, CFP(R); Certified Retirement Plan Specialist, CRPS(R), Financial Planning and ERISA Retirement Planning
The American College 1989 — 1992
Chartered Financial Consultant, ChFC (R), Chartered Life Insurance Underwriter, CLU (R), Financial, estate and insurance planning
University of Colorado at Boulder 1984 — 1988
Bachelor of Arts (BA), Economics and Communications
Merrill Lynch July 2010 - April 2012
UBS January 2007 - November 2007
Wachovia Securities, LLC September 2004 - January 2007
John Hancock Life Insurance Company (U.S.A.) July 2003 - May 2004
ING March 2000 - July 2003
Pacific Life February 1996 - January 2000
Self Employed - Financial Services June 1988 - February 1996
Skills
Retirement Plan..., Retirement Plan..., Fiduciary Protection, ERISA, 401k, Retirement Planning, Portfolio Management, Estate Planning, Life Insurance, Long Term Care Insurance, Non-Qualified Deferred..., Wealth Management, Strategic Financial..., Insurance, Mutual Funds, Series 63, Retirement, Wealth Management..., Employee Benefits
Education
College of Financial Planning 2008 — 2011
Certified Financial Planner, CFP(R); Certified Retirement Plan Specialist, CRPS(R), Financial Planning and ERISA Retirement Planning
The American College 1989 — 1992
Chartered Financial Consultant, ChFC (R), Chartered Life Insurance Underwriter, CLU (R), Financial, estate and insurance planning
University of Colorado at Boulder 1984 — 1988
Bachelor of Arts (BA), Economics and Communications
Robert Cooper's Wachovia Securities, LLC Experience June 2003 - August 2006
Job Chief Strategy Officer at Grand Central Investment Group, LLC
Industry Financial Services
Experience
Grand Central Investment Group, LLC August 2014 - Present
BlueKai (Acquired by Oracle) May 2013 - August 2014
Buddy Media (Acquired by Salesforce) January 2012 - May 2013
TheLadders.com October 2010 - December 2011
TheLadders.com November 2008 - October 2010
Wachovia Securities, LLC June 2003 - August 2006
Skills
Solution Selling, SaaS, Strategic Planning, Forecasting, Enterprise Software, Communication Skills, C-Level Sales, Cold Calling, Social Marketing, Salesforce.com, Quota Achievement, Recruiting, New Business Development, Cloud Computing, Start-ups, Selling
Education
University of Florida
BA, Economics
Grand Central Investment Group, LLC August 2014 - Present
BlueKai (Acquired by Oracle) May 2013 - August 2014
Buddy Media (Acquired by Salesforce) January 2012 - May 2013
TheLadders.com October 2010 - December 2011
TheLadders.com November 2008 - October 2010
Wachovia Securities, LLC June 2003 - August 2006
Skills
Solution Selling, SaaS, Strategic Planning, Forecasting, Enterprise Software, Communication Skills, C-Level Sales, Cold Calling, Social Marketing, Salesforce.com, Quota Achievement, Recruiting, New Business Development, Cloud Computing, Start-ups, Selling
Education
University of Florida
BA, Economics
Tyler McCalister's Wachovia Securities, LLC Experience May 2007 - May 2008
Job Private Bank Lending OneWest Bank
Industry Banking
Experience
OneWest Bank September 2015 - Present
J.P. Morgan October 2012 - September 2015
JPMorgan February 2011 - October 2012
JPMorgan October 2008 - April 2011
Wachovia Securities, LLC May 2007 - May 2008
Vision Mortgage May 2007 - September 2007
Skills
Sales, Risk Management, Credit Risk, Real Estate, Portfolio Management, Bloomberg, Private Banking, Financial Analysis, Series 7, Series 63, Finance, Fixed Income, Credit Analysis, High Net Worth..., Jumbo Mortgage, Financial Modeling, Credit, Equities, Mutual Funds, Investments, Strategic Financial..., Hedge Funds, Asset Managment, Wealth Management, Corporate Finance, Banking, Loans, Loan Officers, Mortgage Lending, Financial Risk, Investment Banking, Financial Services, Mortgage Underwriting
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Bachelors of Science, Finance
OneWest Bank September 2015 - Present
J.P. Morgan October 2012 - September 2015
JPMorgan February 2011 - October 2012
JPMorgan October 2008 - April 2011
Wachovia Securities, LLC May 2007 - May 2008
Vision Mortgage May 2007 - September 2007
Skills
Sales, Risk Management, Credit Risk, Real Estate, Portfolio Management, Bloomberg, Private Banking, Financial Analysis, Series 7, Series 63, Finance, Fixed Income, Credit Analysis, High Net Worth..., Jumbo Mortgage, Financial Modeling, Credit, Equities, Mutual Funds, Investments, Strategic Financial..., Hedge Funds, Asset Managment, Wealth Management, Corporate Finance, Banking, Loans, Loan Officers, Mortgage Lending, Financial Risk, Investment Banking, Financial Services, Mortgage Underwriting
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Bachelors of Science, Finance
Robert Halter CFP®'s Wachovia Securities, LLC Experience January 2008 - May 2009
Job Financial Advisor, Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2001 - Present
Wachovia Securities, LLC January 2008 - May 2009
A.G. Edwards & Sons, Inc. September 2001 - January 2008
Skills
Retirement Planning, Retirement Plan..., 401k Rollovers, Investment Strategies, Multi-generational..., Wealth Preservation..., Tax Efficiency, Financial Advisory, Asset Allocation
Education
University of California, Los Angeles
Bachelor of Science (B.S.), Mathematical Economics
Wells Fargo Advisors, LLC September 2001 - Present
Wachovia Securities, LLC January 2008 - May 2009
A.G. Edwards & Sons, Inc. September 2001 - January 2008
Skills
Retirement Planning, Retirement Plan..., 401k Rollovers, Investment Strategies, Multi-generational..., Wealth Preservation..., Tax Efficiency, Financial Advisory, Asset Allocation
Education
University of California, Los Angeles
Bachelor of Science (B.S.), Mathematical Economics
Perry Mattern, CFP®, CIMA® Perry Mattern, CFP®, CIMA®'s Wachovia Securities, LLC Experience October 2007 - December 2008
Job Managing Director Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2008 - Present
Wachovia Securities, LLC October 2007 - December 2008
A.G. Edwards & Sons, Inc. March 2000 - October 2007
Education
The University of North Dakota 1988 — 1991
B.S., Financial Management
The American College
CFP® - CERTIFIED FINANCIAL PLANNER® Professional Designation Program
University of Pennsylvania - The Wharton School in conjunction with the IMCA
CIMA® - Certified Investment Management Analyst® Professional Designation Program
Wells Fargo Advisors, LLC December 2008 - Present
Wachovia Securities, LLC October 2007 - December 2008
A.G. Edwards & Sons, Inc. March 2000 - October 2007
Education
The University of North Dakota 1988 — 1991
B.S., Financial Management
The American College
CFP® - CERTIFIED FINANCIAL PLANNER® Professional Designation Program
University of Pennsylvania - The Wharton School in conjunction with the IMCA
CIMA® - Certified Investment Management Analyst® Professional Designation Program
Xavier Navarro Jr. Xavier Navarro Jr.'s Wachovia Securities, LLC Experience March 2008 - May 2009
Job Director of Business Development at Entic LLC
Industry Information Technology and Services
Experience
Entic LLC August 2014 - Present
Miami Innovation Fund April 2015 - Present
Stardom Up January 2015 - Present
University of Notre Dame July 2014 - Present
Magis Films September 2012 - Present
IBM August 2010 - August 2014
Notre Dame Business on the Front Lines October 2009 - March 2010
Wachovia Securities, LLC March 2008 - May 2009
Citi Smith Barney June 2007 - March 2008
Skills
Financial Analysis, Portfolio Management, Strategic Financial..., Forecasting, Asset Managment, Investments, Equities, Financial Reporting, Strategic Planning, Corporate Finance, Financial Modeling, Microsoft Excel, Sales, Sales Management, Direct Sales, International Relations, International Sales, Spanish-English, Sales Presentations, Cross-functional Team..., Team Leadership, Market Research, Asset Management, Solution Selling, CRM, Leadership, Management, Business Development, Finance, Consulting, Training, Team Building, Competitive Analysis, Management Consulting, Banking
Education
IBM- Summit Sales Leadership Program 2010 — 2010
University of Notre Dame - Mendoza College of Business 2009 — 2010
MBA, Consulting
University of Florida - Warrington College Of Business 2003 — 2007
Bachelors, Finance, Entrepreneurship, Mass Communications
Belen Jesuit 1999 — 2003
Entic LLC August 2014 - Present
Miami Innovation Fund April 2015 - Present
Stardom Up January 2015 - Present
University of Notre Dame July 2014 - Present
Magis Films September 2012 - Present
IBM August 2010 - August 2014
Notre Dame Business on the Front Lines October 2009 - March 2010
Wachovia Securities, LLC March 2008 - May 2009
Citi Smith Barney June 2007 - March 2008
Skills
Financial Analysis, Portfolio Management, Strategic Financial..., Forecasting, Asset Managment, Investments, Equities, Financial Reporting, Strategic Planning, Corporate Finance, Financial Modeling, Microsoft Excel, Sales, Sales Management, Direct Sales, International Relations, International Sales, Spanish-English, Sales Presentations, Cross-functional Team..., Team Leadership, Market Research, Asset Management, Solution Selling, CRM, Leadership, Management, Business Development, Finance, Consulting, Training, Team Building, Competitive Analysis, Management Consulting, Banking
Education
IBM- Summit Sales Leadership Program 2010 — 2010
University of Notre Dame - Mendoza College of Business 2009 — 2010
MBA, Consulting
University of Florida - Warrington College Of Business 2003 — 2007
Bachelors, Finance, Entrepreneurship, Mass Communications
Belen Jesuit 1999 — 2003
Andrew Mazey Andrew Mazey's Wachovia Securities, LLC Experience January 2008 - May 2008
Job Senior Consultant at Kurt Salmon
Industry Management Consulting
Experience
Kurt Salmon January 2014 - Present
Kurt Salmon August 2011 - January 2014
Davis Capital Management, LLC April 2010 - August 2011
Datran Media May 2009 - April 2010
SecondMarket, Inc. June 2008 - September 2008
Wachovia Securities, LLC January 2008 - May 2008
Merrill Lynch Investment Managers May 2007 - July 2007
Skills
Financial Modeling, Strategy, Analytics, Market Research, Equities, Hedge Funds, Management Consulting, Valuation, Finance, Investments, CRM, Management, Equity Research
Education
Vanderbilt University 2005 — 2009
BS; BS, Financial Economics, Human & Organizational Development (Leadership Track)
London School of Economics and Political Science 2007 — 2007
Summer Abroad
UMS-Wright Preparatory High School 2001 — 2005
Kurt Salmon January 2014 - Present
Kurt Salmon August 2011 - January 2014
Davis Capital Management, LLC April 2010 - August 2011
Datran Media May 2009 - April 2010
SecondMarket, Inc. June 2008 - September 2008
Wachovia Securities, LLC January 2008 - May 2008
Merrill Lynch Investment Managers May 2007 - July 2007
Skills
Financial Modeling, Strategy, Analytics, Market Research, Equities, Hedge Funds, Management Consulting, Valuation, Finance, Investments, CRM, Management, Equity Research
Education
Vanderbilt University 2005 — 2009
BS; BS, Financial Economics, Human & Organizational Development (Leadership Track)
London School of Economics and Political Science 2007 — 2007
Summer Abroad
UMS-Wright Preparatory High School 2001 — 2005
Adetayo Adeyiga Adetayo Adeyiga's Wachovia Securities, LLC Experience June 2007 - August 2008
Job Assistant District Attorney, Harris County District Attorney's Office
Industry Law Practice
Experience
Harris County District Attorney's Office March 2012 - Present
Burns White LLC May 2010 - May 2011
Cohen & Grigsby, P.C. May 2009 - August 2009
Wachovia Securities, LLC June 2007 - August 2008
Skills
Legal Writing, Legal Research, Westlaw, Criminal Law, Research, Litigation, Civil Litigation, Public Policy, Trials, Courts, Appeals, Licensing, Hearings, Motions
Education
University of Pittsburgh School of Law 2008 — 2011
Doctor of Law (J.D.), Intellectual Property Law
The College of William and Mary - The Mason School of Business 2005 — 2007
Master of Business Administration (M.B.A.), Entrepreneurship Sales & Marketing
The College of William and Mary 2002 — 2005
Bachelor of Business Administration (B.B.A.), Marketing major, Psychology minor
Harris County District Attorney's Office March 2012 - Present
Burns White LLC May 2010 - May 2011
Cohen & Grigsby, P.C. May 2009 - August 2009
Wachovia Securities, LLC June 2007 - August 2008
Skills
Legal Writing, Legal Research, Westlaw, Criminal Law, Research, Litigation, Civil Litigation, Public Policy, Trials, Courts, Appeals, Licensing, Hearings, Motions
Education
University of Pittsburgh School of Law 2008 — 2011
Doctor of Law (J.D.), Intellectual Property Law
The College of William and Mary - The Mason School of Business 2005 — 2007
Master of Business Administration (M.B.A.), Entrepreneurship Sales & Marketing
The College of William and Mary 2002 — 2005
Bachelor of Business Administration (B.B.A.), Marketing major, Psychology minor
Kristina Kennedy Kristina Kennedy's Wachovia Securities, LLC Experience 2005 - 2007
Job Gary Community Investments at Executive Assistant
Industry Venture Capital & Private Equity
Experience
Gary Community Investments August 2015 - Present
Gary Community Investments September 2014 - July 2015
Altitude Family & Internal Medicine June 2012 - July 2014
Vertex Construction Services, Inc. June 2008 - July 2011
Vertex Construction Services, Inc. June 2008 - June 2011
Vertex June 2009 - January 2011
Brookside Financial Group March 2007 - June 2008
Wachovia Securities, LLC 2005 - 2007
The Import Warehouse January 2004 - August 2005
Skills
PowerPoint, Excel, Outlook, Microsoft Office, Word, Spanish, Negotiation, Public Speaking, Microsoft Word, Leadership, Construction, Management, Microsoft Excel, Training, Business Development
Education
University of Denver 2003 — 2005
Bachelor of Science, BS, Spanish
University of Denver - Daniels College of Business 2001 — 2005
Bachelor of Science in Business Administration, BSBA, Marketing/Leadership
Gary Community Investments August 2015 - Present
Gary Community Investments September 2014 - July 2015
Altitude Family & Internal Medicine June 2012 - July 2014
Vertex Construction Services, Inc. June 2008 - July 2011
Vertex Construction Services, Inc. June 2008 - June 2011
Vertex June 2009 - January 2011
Brookside Financial Group March 2007 - June 2008
Wachovia Securities, LLC 2005 - 2007
The Import Warehouse January 2004 - August 2005
Skills
PowerPoint, Excel, Outlook, Microsoft Office, Word, Spanish, Negotiation, Public Speaking, Microsoft Word, Leadership, Construction, Management, Microsoft Excel, Training, Business Development
Education
University of Denver 2003 — 2005
Bachelor of Science, BS, Spanish
University of Denver - Daniels College of Business 2001 — 2005
Bachelor of Science in Business Administration, BSBA, Marketing/Leadership
Pete Goldman's Wachovia Securities, LLC Experience 2002 - 2006
Job Experienced sales professional
Industry Financial Services
Experience
Allstate Financial Services, LLC April 2014 - September 2014
TD Ameritrade September 2011 - April 2014
wells Fargo Advisors LLC August 2010 - August 2011
Virginia Asset Management September 2008 - December 2009
Wachovia Securities March 2003 - December 2007
Wachovia Securities, LLC 2002 - 2006
Fideltiy Investments 2000 - 2003
Anderson & Strudwick February 1998 - March 2000
Capital One January 1994 - February 1998
Skills
Finance, Investments, Retirement Planning, Series 7, Mutual Funds, Wealth Management, Financial Planning, Retirement, Leadership, Financial Services, Sales, Direct Sales, New Business Development, Account Management, Account Developement
Education
University of Louisiana at Monroe 1990 — 1993
Bachelor of Arts (B.A.), Education
Benedictine High School 1985 — 1989
Allstate Financial Services, LLC April 2014 - September 2014
TD Ameritrade September 2011 - April 2014
wells Fargo Advisors LLC August 2010 - August 2011
Virginia Asset Management September 2008 - December 2009
Wachovia Securities March 2003 - December 2007
Wachovia Securities, LLC 2002 - 2006
Fideltiy Investments 2000 - 2003
Anderson & Strudwick February 1998 - March 2000
Capital One January 1994 - February 1998
Skills
Finance, Investments, Retirement Planning, Series 7, Mutual Funds, Wealth Management, Financial Planning, Retirement, Leadership, Financial Services, Sales, Direct Sales, New Business Development, Account Management, Account Developement
Education
University of Louisiana at Monroe 1990 — 1993
Bachelor of Arts (B.A.), Education
Benedictine High School 1985 — 1989
Andrew L. Laws Andrew L. Laws's Wachovia Securities, LLC Experience June 2000 - June 2002
Job Managing Director at Huron Consulting Group
Industry Higher Education
Experience
Huron Consulting Group January 2013 - Present
Huron Consulting Group December 2011 - December 2012
Huron Consulting Group January 2009 - December 2011
Huron Consulting Group July 2007 - December 2008
Huron Consulting Group May 2006 - June 2008
Morgan Keegan July 2002 - July 2004
Wachovia Securities, LLC June 2000 - June 2002
Skills
Higher Education, Performance Improvement, Consulting, Financial Analysis, Analysis, Business Process, Business Process..., Business Process..., Career Counseling, Cross-functional Team..., Economics, Finance, Financial Modeling, Leadership, Management, Management Consulting, Marketing
Education
Vanderbilt University 2008 — 2012
Doctor of Education (EdD), Higher Education/Higher Education Administration
The University of Chicago - Booth School of Business 2004 — 2006
Master of Business Administration (MBA), Accounting and Finance
University of Mississippi 1996 — 2000
Bachelor of Business Administration (BBA), Managerial Finance
Huron Consulting Group January 2013 - Present
Huron Consulting Group December 2011 - December 2012
Huron Consulting Group January 2009 - December 2011
Huron Consulting Group July 2007 - December 2008
Huron Consulting Group May 2006 - June 2008
Morgan Keegan July 2002 - July 2004
Wachovia Securities, LLC June 2000 - June 2002
Skills
Higher Education, Performance Improvement, Consulting, Financial Analysis, Analysis, Business Process, Business Process..., Business Process..., Career Counseling, Cross-functional Team..., Economics, Finance, Financial Modeling, Leadership, Management, Management Consulting, Marketing
Education
Vanderbilt University 2008 — 2012
Doctor of Education (EdD), Higher Education/Higher Education Administration
The University of Chicago - Booth School of Business 2004 — 2006
Master of Business Administration (MBA), Accounting and Finance
University of Mississippi 1996 — 2000
Bachelor of Business Administration (BBA), Managerial Finance
William Kendall, CFP® William Kendall, CFP®'s Wachovia Securities, LLC Experience 2007 - 2009
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2009 - Present
Wells Fargo 1989 - Present
Wachovia Securities, LLC 2007 - 2009
A.G. Edwards & Sons, Inc. 1989 - 2007
Dean Witter Reynolds 1983 - 1989
Skills
Investments, Finance, Customer Service, Retirement Planning, Retirement, Strategic Planning, Mutual Funds, Sales Management, Economics, Financial Services
Education
University of California, Berkeley 1976 — 1980
Bachelor of Arts (BA), Political Economics
Holds Series 7, 63 registrations
Wells Fargo Advisors 2009 - Present
Wells Fargo 1989 - Present
Wachovia Securities, LLC 2007 - 2009
A.G. Edwards & Sons, Inc. 1989 - 2007
Dean Witter Reynolds 1983 - 1989
Skills
Investments, Finance, Customer Service, Retirement Planning, Retirement, Strategic Planning, Mutual Funds, Sales Management, Economics, Financial Services
Education
University of California, Berkeley 1976 — 1980
Bachelor of Arts (BA), Political Economics
Holds Series 7, 63 registrations
Jerry McEwen Jerry McEwen's Wachovia Securities, LLC Experience January 2008 - May 2009
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2009 - Present
Wachovia Securities, LLC January 2008 - May 2009
A.G. Edwards April 2000 - January 2008
Skills
Asset Allocation, Estate Investment..., Investment Strategies, Retirement Planning, Wealth Preservation...
Education
The University of Memphis
Bachelor of Science (BS)
Wells Fargo Advisors, LLC May 2009 - Present
Wachovia Securities, LLC January 2008 - May 2009
A.G. Edwards April 2000 - January 2008
Skills
Asset Allocation, Estate Investment..., Investment Strategies, Retirement Planning, Wealth Preservation...
Education
The University of Memphis
Bachelor of Science (BS)
Christopher Gervaise Christopher Gervaise's Wachovia Securities, LLC Experience May 2007 - July 2008
Job Online Product Manager and Transactional Due Diligence Analyst at PNC Investments
Industry Financial Services
Experience
PNC Investments July 2014 - Present
PNC Investments September 2012 - August 2014
E*TRADE Financial May 2009 - September 2012
Bank of America July 2008 - April 2009
Wachovia Securities, LLC May 2007 - July 2008
Banc of America Investments May 2005 - May 2007
AXA Equitable September 2003 - May 2005
Skills
Microsoft Excel, Risk Management, Risk Assessment, Financial Statement..., Investment Research, Alternative Investments, Capital Markets, Portfolio Management, Investments, Asset Managment, Financial Modeling, Corporate Finance, Wealth Management, Stock Valuation, Modern Portfolio Theory, Mutual Funds, Fixed Income, ETFs, Options, Hedge Funds, REIT, SMA, Equities, Private Equity, Series 7, Series 66, Series 63, MBA, Pivot Tables, Asset Management, Finance, Uniform Combined State..., Retirement, Financial Advisory
Education
University of Liverpool 2009 — 2011
MBA, Finance and Accounting
State University of New York at Buffalo 1999 — 2003
B.S., Political Science with a concentration in law
PNC Investments July 2014 - Present
PNC Investments September 2012 - August 2014
E*TRADE Financial May 2009 - September 2012
Bank of America July 2008 - April 2009
Wachovia Securities, LLC May 2007 - July 2008
Banc of America Investments May 2005 - May 2007
AXA Equitable September 2003 - May 2005
Skills
Microsoft Excel, Risk Management, Risk Assessment, Financial Statement..., Investment Research, Alternative Investments, Capital Markets, Portfolio Management, Investments, Asset Managment, Financial Modeling, Corporate Finance, Wealth Management, Stock Valuation, Modern Portfolio Theory, Mutual Funds, Fixed Income, ETFs, Options, Hedge Funds, REIT, SMA, Equities, Private Equity, Series 7, Series 66, Series 63, MBA, Pivot Tables, Asset Management, Finance, Uniform Combined State..., Retirement, Financial Advisory
Education
University of Liverpool 2009 — 2011
MBA, Finance and Accounting
State University of New York at Buffalo 1999 — 2003
B.S., Political Science with a concentration in law
Kelly Conger Kelly Conger's Wachovia Securities, LLC Experience 2008 - 2008
Job Systems Engineer, Linux Admin at CSL Behring
Industry Real Estate
Experience
CSL Behring April 2015 - Present
CSL Behring March 2013 - April 2015
UHS July 2012 - March 2013
UHS March 2011 - July 2012
IBM Global Services September 2008 - July 2010
Wachovia Securities, LLC 2008 - 2008
Iron Mountain 2000 - 2007
Skills
Disaster Recovery, VMware, VMware ESX, Blackberry Enterprise..., Virtualization, Data Center, System Administration, DNS, Citrix, Microsoft Exchange, Active Directory, Windows Server, Storage, Troubleshooting, Windows 7, Active Directory..., HP, Operating Systems, Backup Exec, Network Security, SharePoint, Networking, Storage Area Networks, Integration, Network Administration, Group Policy, VPN, Servers, vSphere, Cisco Technologies, Firewalls, IT Management, IT Operations, DHCP, XP, SAN, Technical Support, Hyper-V, Microsoft Technologies, Hardware, System Deployment, Security, Software Installation
Education
Temple University 2012 — 2016
Working on a BBS in MIS, Management Information Systems
Western Connecticut State University 1991 — 1993
CSL Behring April 2015 - Present
CSL Behring March 2013 - April 2015
UHS July 2012 - March 2013
UHS March 2011 - July 2012
IBM Global Services September 2008 - July 2010
Wachovia Securities, LLC 2008 - 2008
Iron Mountain 2000 - 2007
Skills
Disaster Recovery, VMware, VMware ESX, Blackberry Enterprise..., Virtualization, Data Center, System Administration, DNS, Citrix, Microsoft Exchange, Active Directory, Windows Server, Storage, Troubleshooting, Windows 7, Active Directory..., HP, Operating Systems, Backup Exec, Network Security, SharePoint, Networking, Storage Area Networks, Integration, Network Administration, Group Policy, VPN, Servers, vSphere, Cisco Technologies, Firewalls, IT Management, IT Operations, DHCP, XP, SAN, Technical Support, Hyper-V, Microsoft Technologies, Hardware, System Deployment, Security, Software Installation
Education
Temple University 2012 — 2016
Working on a BBS in MIS, Management Information Systems
Western Connecticut State University 1991 — 1993
Charles Christiansen Charles Christiansen's Wachovia Securities, LLC Experience July 2003 - May 2009
Job Senior Vice PresidentBranch Manager
Industry Financial Services
Experience
Wells Fargo Advisors May 2009 - Present
Wachovia Securities, LLC July 2003 - May 2009
Education
The Citadel
Bachelor of Science
University of NC
Master of Business Administration
Wells Fargo Advisors May 2009 - Present
Wachovia Securities, LLC July 2003 - May 2009
Education
The Citadel
Bachelor of Science
University of NC
Master of Business Administration
Enyi Kanu Enyi Kanu's Wachovia Securities, LLC Experience July 1996 - April 2004
Job Investment Professional & Business Leader
Industry Financial Services
Experience
kANU Asset Management, LLC April 2004 - Present
kANU 1996 - Present
Wachovia Securities, LLC July 1996 - April 2004
Dean Witter Reynolds Inc. March 1988 - July 1996
Skills
Series 7, Investor Relations, Financial Modeling, Portfolio Management, Financial Structuring, Investment Advisory, Investments, Commercial Banking, Entrepreneurship, Corporate Development, Investment Banking, Private Equity, Financial Analysis, Public Speaking, Asset Management, Customer Service, Strategic Financial..., Strategic Planning, Financial Planning, Team Building, Leadership, Management, Business Strategy, Finance, Mergers & Acquisitions, Financial Advisory
Education
Xavier University 1979 — 1981
MBA, Finance & Marketing
University of Benin 1973 — 1978
BSc, Business Administration
kANU Asset Management, LLC April 2004 - Present
kANU 1996 - Present
Wachovia Securities, LLC July 1996 - April 2004
Dean Witter Reynolds Inc. March 1988 - July 1996
Skills
Series 7, Investor Relations, Financial Modeling, Portfolio Management, Financial Structuring, Investment Advisory, Investments, Commercial Banking, Entrepreneurship, Corporate Development, Investment Banking, Private Equity, Financial Analysis, Public Speaking, Asset Management, Customer Service, Strategic Financial..., Strategic Planning, Financial Planning, Team Building, Leadership, Management, Business Strategy, Finance, Mergers & Acquisitions, Financial Advisory
Education
Xavier University 1979 — 1981
MBA, Finance & Marketing
University of Benin 1973 — 1978
BSc, Business Administration
Bassel Farra's Wachovia Securities, LLC Experience December 2007 - June 2009
Job .
Industry Financial Services
Experience
Farra Group Incorporated November 2012 - Present
Lender Processing Services, Inc. (LPS) July 2012 - November 2012
Lender Processing Services, Inc. (LPS) September 2011 - August 2012
Wells Fargo June 2009 - September 2011
Wachovia Securities, LLC December 2007 - June 2009
Bank of America July 2006 - November 2007
Bank of America December 2003 - July 2006
Education
University of Kentucky 1990 — 1995
BA, History
Farra Group Incorporated November 2012 - Present
Lender Processing Services, Inc. (LPS) July 2012 - November 2012
Lender Processing Services, Inc. (LPS) September 2011 - August 2012
Wells Fargo June 2009 - September 2011
Wachovia Securities, LLC December 2007 - June 2009
Bank of America July 2006 - November 2007
Bank of America December 2003 - July 2006
Education
University of Kentucky 1990 — 1995
BA, History
David Boadita's Wachovia Securities, LLC Experience November 2007 - July 2008
Job Financial Services Capital Markets at Accenture
Industry Financial Services
Experience
Accenture December 2011 - Present
Ascend Northern California 2011 - 2011
Calypso Technology, Inc. 2008 - 2010
Wachovia Securities, LLC November 2007 - July 2008
Glass, Lewis & Company February 2007 - June 2007
UC San Diego Student Foundation May 2004 - June 2005
UCSD's Annual Biotechnology Entrepreneurship Conference January 2004 - May 2004
UC San Diego Rady School of Management July 2003 - December 2003
Education
The London School of Economics and Political Science (LSE) 2005 — 2005
Summer Programme, Accounting
University of California, San Diego 2000 — 2005
BA, Economics
St. Ignatius College Preparatory 1996 — 2000
Accenture December 2011 - Present
Ascend Northern California 2011 - 2011
Calypso Technology, Inc. 2008 - 2010
Wachovia Securities, LLC November 2007 - July 2008
Glass, Lewis & Company February 2007 - June 2007
UC San Diego Student Foundation May 2004 - June 2005
UCSD's Annual Biotechnology Entrepreneurship Conference January 2004 - May 2004
UC San Diego Rady School of Management July 2003 - December 2003
Education
The London School of Economics and Political Science (LSE) 2005 — 2005
Summer Programme, Accounting
University of California, San Diego 2000 — 2005
BA, Economics
St. Ignatius College Preparatory 1996 — 2000
Kevin Bordosky's Wachovia Securities, LLC Experience February 2004 - July 2006
Job
Industry Oil & Energy
Experience
Diamond Offshore June 2014 - Present
Diamond Offshore May 2011 - June 2014
Diamond Offshore November 2007 - May 2011
Wachovia Securities, LLC February 2004 - July 2006
Skills
Energy, Offshore Drilling, Business Development, Financial Analysis, Forecasting, Financial Modeling, Accounting, Capital Budgeting, Petroleum, Due Diligence, Oil/Gas, Market Research, Microsoft Excel, Presentation Development, PowerPoint, Investment Banking, Management, Oil
Education
University of Houston, C.T. Bauer College of Business 2009 — 2011
Master of Business Administration (MBA)
The University of Texas at Austin - The Red McCombs School of Business 1999 — 2003
BBA
Diamond Offshore June 2014 - Present
Diamond Offshore May 2011 - June 2014
Diamond Offshore November 2007 - May 2011
Wachovia Securities, LLC February 2004 - July 2006
Skills
Energy, Offshore Drilling, Business Development, Financial Analysis, Forecasting, Financial Modeling, Accounting, Capital Budgeting, Petroleum, Due Diligence, Oil/Gas, Market Research, Microsoft Excel, Presentation Development, PowerPoint, Investment Banking, Management, Oil
Education
University of Houston, C.T. Bauer College of Business 2009 — 2011
Master of Business Administration (MBA)
The University of Texas at Austin - The Red McCombs School of Business 1999 — 2003
BBA
Cyndi Lowery's Wachovia Securities, LLC Experience March 1992 - August 1994
Job Administrative Assistant II at Intergraph
Industry Government Administration
Experience
Intergraph October 1998 - Present
Intergraph August 1998 - Present
Intergraph Corporation August 1998 - Present
Intergraph Corporation August 1998 - Present
Intergraph Corporation August 1998 - Present
MGV International August 1994 - August 1998
MGV International August 1994 - August 1998
Wachovia Securities, LLC March 1992 - August 1994
Wachovia Securities, LLC March 1992 - August 1994
Education
University of Alabama in Huntsville 1991 — 1995
University of Alabama at HuntsvilleUniversity Drive
Business Administration
University of Alabama at HuntsvilleUniversity Drive
Business Administration
attend Calhoun Community College
attend Calhoun Community College
Intergraph October 1998 - Present
Intergraph August 1998 - Present
Intergraph Corporation August 1998 - Present
Intergraph Corporation August 1998 - Present
Intergraph Corporation August 1998 - Present
MGV International August 1994 - August 1998
MGV International August 1994 - August 1998
Wachovia Securities, LLC March 1992 - August 1994
Wachovia Securities, LLC March 1992 - August 1994
Education
University of Alabama in Huntsville 1991 — 1995
University of Alabama at HuntsvilleUniversity Drive
Business Administration
University of Alabama at HuntsvilleUniversity Drive
Business Administration
attend Calhoun Community College
attend Calhoun Community College
Sonny Goyal's Wachovia Securities, LLC Experience July 2007 - June 2010
Job Managing Director at The Advisory Board Company
Industry Hospital & Health Care
Experience
The Advisory Board Company January 2013 - Present
Highmark July 2010 - January 2013
Wells Fargo July 2007 - June 2010
Wachovia Securities, LLC July 2007 - June 2010
Skills
Valuation, Investments, Corporate Finance, Due Diligence, Investment Banking, Mergers & Acquisitions, Equities, Capital Markets, Financial Modeling, Financial Analysis, Private Equity
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Tufts University 1995 — 1999
BS, Mechanical Engineering
The Advisory Board Company January 2013 - Present
Highmark July 2010 - January 2013
Wells Fargo July 2007 - June 2010
Wachovia Securities, LLC July 2007 - June 2010
Skills
Valuation, Investments, Corporate Finance, Due Diligence, Investment Banking, Mergers & Acquisitions, Equities, Capital Markets, Financial Modeling, Financial Analysis, Private Equity
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Tufts University 1995 — 1999
BS, Mechanical Engineering
Amy Howard's Wachovia Securities, LLC Experience May 2006 - December 2008
Job Actuarial Associate at Habif, Arogeti & Wynne LLP
Industry Accounting
Experience
Habif, Arogeti & Wynne,LLP January 2009 - Present
Wachovia Securities, LLC May 2006 - December 2008
Genworth Financial May 2005 - August 2005
Skills
Retirement Plan..., Qualified Retirement..., defined benefit, Cash Balance, Microsoft Excel, Microsoft Word, Pensions, Pension Administration, Defined Benefit, Accounting
Education
The University of Georgia 2002 — 2006
Bachelor of Science (BS), Statistics
Habif, Arogeti & Wynne,LLP January 2009 - Present
Wachovia Securities, LLC May 2006 - December 2008
Genworth Financial May 2005 - August 2005
Skills
Retirement Plan..., Qualified Retirement..., defined benefit, Cash Balance, Microsoft Excel, Microsoft Word, Pensions, Pension Administration, Defined Benefit, Accounting
Education
The University of Georgia 2002 — 2006
Bachelor of Science (BS), Statistics
Anna Buckhalter's Wachovia Securities, LLC Experience December 2003 - October 2008
Job Branch Liaison at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2003 - Present
Wachovia Securities, LLC December 2003 - October 2008
Education
Texas Woman's University 2000 — 2007
Wells Fargo Advisors, LLC 2003 - Present
Wachovia Securities, LLC December 2003 - October 2008
Education
Texas Woman's University 2000 — 2007
Frank Llaneza's Wachovia Securities, LLC Experience June 2003 - July 2006
Job Business Development at Converged Network Services Group
Industry Telecommunications
Experience
Converged Network Services Group November 2007 - Present
Wachovia Securities, LLC June 2003 - July 2006
Education
The Citadel 1999 — 2003
Converged Network Services Group November 2007 - Present
Wachovia Securities, LLC June 2003 - July 2006
Education
The Citadel 1999 — 2003
Ozan Kaya's Wachovia Securities, LLC Experience March 2007 - September 2007
Job Chief Financial Officer at Kapow Events
Industry Information Technology and Services
Experience
Kapow Events May 2015 - Present
The Milestone Aviation Group June 2014 - April 2015
Deutsche Bank Securities February 2012 - May 2014
Deutsche Bank Securities February 2010 - February 2012
Deutsche Bank Securities September 2007 - February 2010
Wachovia Securities, LLC March 2007 - September 2007
Wachovia Securities, LLC December 2005 - March 2007
Northrop Grumman Corp October 2003 - November 2005
Skills
Structured Finance, Securitization, ABS, Capital Markets, Fixed Income, Excel, Investment Banking, Financial Modeling, Bloomberg, Valuation, Leadership, Microsoft Excel, Derivatives, Management, Corporate Finance, Due Diligence, Financial Analysis, Finance, Hedge Funds, Equities
Education
The Ohio State University 1999 — 2003
Engineering, Industrial and Systems
Kapow Events May 2015 - Present
The Milestone Aviation Group June 2014 - April 2015
Deutsche Bank Securities February 2012 - May 2014
Deutsche Bank Securities February 2010 - February 2012
Deutsche Bank Securities September 2007 - February 2010
Wachovia Securities, LLC March 2007 - September 2007
Wachovia Securities, LLC December 2005 - March 2007
Northrop Grumman Corp October 2003 - November 2005
Skills
Structured Finance, Securitization, ABS, Capital Markets, Fixed Income, Excel, Investment Banking, Financial Modeling, Bloomberg, Valuation, Leadership, Microsoft Excel, Derivatives, Management, Corporate Finance, Due Diligence, Financial Analysis, Finance, Hedge Funds, Equities
Education
The Ohio State University 1999 — 2003
Engineering, Industrial and Systems
John Hobbing's Wachovia Securities, LLC Experience 2007 - 2008
Job Dealertrack Technologies
Industry Automotive
Experience
Dealertrack Technologies 2015 - Present
Group 1 Automotive 2014 - June 2015
ASA Automotive Systems March 2011 - 2013
Metlife 2010 - 2011
ADP 2008 - 2009
Wachovia Securities, LLC 2007 - 2008
Lithia Motors 1998 - 2007
Skills
Team Building, Coaching, Negotiation, P&L, Consultative Selling, Sales Management, Problem Solving, New Business Development, Contract Negotiation, Territory, Public Speaking, Account Management, Contract Negotiations, Customer Service, Market Penetration, Hiring, Sales Process, Inside Sales, Income Statement, Management, Customer Retention, Sales, Profit, Entrepreneurship, Direct Sales, B2B, Cold Calling, Salesforce.com, Sales Operations, Strategy, Automotive, Business Planning, Solution Selling, Lead Generation, Customer Satisfaction, Marketing Strategy, Strategic Planning, Leadership, Inventory Management, Automobile, Marketing, Vehicles, Pricing, Retail, Forecasting, Automotive Aftermarket
Education
Texas Christian University
Bachelor's Degree, Psychology
Dealertrack Technologies 2015 - Present
Group 1 Automotive 2014 - June 2015
ASA Automotive Systems March 2011 - 2013
Metlife 2010 - 2011
ADP 2008 - 2009
Wachovia Securities, LLC 2007 - 2008
Lithia Motors 1998 - 2007
Skills
Team Building, Coaching, Negotiation, P&L, Consultative Selling, Sales Management, Problem Solving, New Business Development, Contract Negotiation, Territory, Public Speaking, Account Management, Contract Negotiations, Customer Service, Market Penetration, Hiring, Sales Process, Inside Sales, Income Statement, Management, Customer Retention, Sales, Profit, Entrepreneurship, Direct Sales, B2B, Cold Calling, Salesforce.com, Sales Operations, Strategy, Automotive, Business Planning, Solution Selling, Lead Generation, Customer Satisfaction, Marketing Strategy, Strategic Planning, Leadership, Inventory Management, Automobile, Marketing, Vehicles, Pricing, Retail, Forecasting, Automotive Aftermarket
Education
Texas Christian University
Bachelor's Degree, Psychology
John D. Segrave, Jr.'s Wachovia Securities, LLC Experience 2005 - 2007
Job Strategic Management/Operations Executive
Industry Management Consulting
Experience
Regions Financial Corporation 2007 - 2009
Wachovia Securities, LLC 2005 - 2007
The Walker School 2003 - 2005
The University of Georgia Athletic Association 2000 - 2003
Marist School 1998 - 2000
University of Florida Athletic Association 1993 - 1997
Education
University of Georgia - Terry College of Business 2006 — 2008
MBA, Finance, Operations, Strategic Management
University of Georgia - Terry College of Business 2007 — 2007
Financial Services Management
The University of Georgia 2000 — 2002
MEd, Education
University of Florida 1992 — 1996
BS, Exercise Science
Regions Financial Corporation 2007 - 2009
Wachovia Securities, LLC 2005 - 2007
The Walker School 2003 - 2005
The University of Georgia Athletic Association 2000 - 2003
Marist School 1998 - 2000
University of Florida Athletic Association 1993 - 1997
Education
University of Georgia - Terry College of Business 2006 — 2008
MBA, Finance, Operations, Strategic Management
University of Georgia - Terry College of Business 2007 — 2007
Financial Services Management
The University of Georgia 2000 — 2002
MEd, Education
University of Florida 1992 — 1996
BS, Exercise Science
Zachary N. Henry's Wachovia Securities, LLC Experience May 2007 - December 2008
Job Government Contractor
Industry Information Technology and Services
Experience
Strategic Operational Solutions February 2012 - Present
USMCR January 2009 - August 2013
University of Illinois at Chicago August 2009 - October 2010
Wachovia Securities, LLC May 2007 - December 2008
Skills
Military, Security Clearance, DoD, Leadership Development, Military Experience, Public Speaking, Operational Planning, Analysis, Team Leadership, Microsoft Excel, Financial Analysis, Leadership, Microsoft Office, Team Building, Supervisory Skills, National Security, Project Planning, Command, Program Management, Microsoft Word, Teaching, Government, Training, Military Operations, Strategic Planning, Proposal Writing, Policy, Organizational...
Education
George Mason University 2012 — 2014
Master's of Real Estate Development
United States Naval Academy 1998 — 2002
Whitney M. Young High School 1993 — 1997
Strategic Operational Solutions February 2012 - Present
USMCR January 2009 - August 2013
University of Illinois at Chicago August 2009 - October 2010
Wachovia Securities, LLC May 2007 - December 2008
Skills
Military, Security Clearance, DoD, Leadership Development, Military Experience, Public Speaking, Operational Planning, Analysis, Team Leadership, Microsoft Excel, Financial Analysis, Leadership, Microsoft Office, Team Building, Supervisory Skills, National Security, Project Planning, Command, Program Management, Microsoft Word, Teaching, Government, Training, Military Operations, Strategic Planning, Proposal Writing, Policy, Organizational...
Education
George Mason University 2012 — 2014
Master's of Real Estate Development
United States Naval Academy 1998 — 2002
Whitney M. Young High School 1993 — 1997
Sae Lee's Wachovia Securities, LLC Experience December 2002 - Present
Job VP Senior Investment Systems Analyst at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors November 2008 - Present
Wachovia Securities, LLC December 2002 - Present
Wachovia Securities December 2002 - November 2008
Caremark July 1998 - December 2002
Skills
DB2, Oracle, Unix Shell Scripting, Java, Business Analysis, SDLC, Data Warehousing, Business Intelligence, Requirements Gathering, ETL, Business Requirements, Visio, Banking, Data Modeling, PMO, Enterprise Architecture, Portfolio Management, Financial Services, Risk Management, Data Governance, Requirements Analysis, Data Integration, Asset Managment, Integration, Process Improvement, Series 7, SQL, Software Project..., Data Analysis, IT Strategy, Project Portfolio..., Mergers, Investment Banking, SharePoint, Data Quality, Microsoft SQL Server, Project Management, Data Mining, C#, Agile Methodologies, Databases, Data Warehouse..., Database Design, Solution Architecture, Software Development, Unix, Autosys, SSIS, PL/SQL, Application Architecture
Education
DePaul University 1998 — 1999
Computer Science
University of Illinois at Chicago 1991 — 1995
Wells Fargo Advisors November 2008 - Present
Wachovia Securities, LLC December 2002 - Present
Wachovia Securities December 2002 - November 2008
Caremark July 1998 - December 2002
Skills
DB2, Oracle, Unix Shell Scripting, Java, Business Analysis, SDLC, Data Warehousing, Business Intelligence, Requirements Gathering, ETL, Business Requirements, Visio, Banking, Data Modeling, PMO, Enterprise Architecture, Portfolio Management, Financial Services, Risk Management, Data Governance, Requirements Analysis, Data Integration, Asset Managment, Integration, Process Improvement, Series 7, SQL, Software Project..., Data Analysis, IT Strategy, Project Portfolio..., Mergers, Investment Banking, SharePoint, Data Quality, Microsoft SQL Server, Project Management, Data Mining, C#, Agile Methodologies, Databases, Data Warehouse..., Database Design, Solution Architecture, Software Development, Unix, Autosys, SSIS, PL/SQL, Application Architecture
Education
DePaul University 1998 — 1999
Computer Science
University of Illinois at Chicago 1991 — 1995
Ronny Kamal's Wachovia Securities, LLC Experience May 2004 - August 2007
Job Growth Strategy Manager at The Cambridge Group
Industry Management Consulting
Experience
The Cambridge Group December 2013 - Present
Accenture September 2009 - November 2013
Fisher College of Business September 2007 - June 2009
Lancaster Pollard June 2008 - September 2008
The Ohio State University Medical Center November 2007 - January 2008
Comair March 2003 - September 2007
Wachovia Securities, LLC May 2004 - August 2007
Skills
Interest Rate Swaps, Marketing Strategy, Strategy, Portfolio Management, CRM, Financial Services, Financial Analysis, Financial Modeling, Risk Management, Process Improvement, Business Strategy, Project Management, Commercial Aviation, Civil Aviation, Aircraft Accident..., Air Operations, Airlines, Airline Economics, Banking, Property & Casualty..., Equity Trading, Retail Banking, Business Development, Team Building, Management, Enterprise Software, Change Management, Business Analysis, Business Process..., Product Management, Finance, Business Transformation, Market Research, Program Management, Competitive Analysis, Business Process, Corporate Finance, Management Consulting, Analytics
Education
The Ohio State University Fisher College of Business 2007 — 2009
MBA, Corporate Finance & Strategy
The Ohio State University 1996 — 2001
Bachelor of Science (B.S.), Aviation Human Factors
The Cambridge Group December 2013 - Present
Accenture September 2009 - November 2013
Fisher College of Business September 2007 - June 2009
Lancaster Pollard June 2008 - September 2008
The Ohio State University Medical Center November 2007 - January 2008
Comair March 2003 - September 2007
Wachovia Securities, LLC May 2004 - August 2007
Skills
Interest Rate Swaps, Marketing Strategy, Strategy, Portfolio Management, CRM, Financial Services, Financial Analysis, Financial Modeling, Risk Management, Process Improvement, Business Strategy, Project Management, Commercial Aviation, Civil Aviation, Aircraft Accident..., Air Operations, Airlines, Airline Economics, Banking, Property & Casualty..., Equity Trading, Retail Banking, Business Development, Team Building, Management, Enterprise Software, Change Management, Business Analysis, Business Process..., Product Management, Finance, Business Transformation, Market Research, Program Management, Competitive Analysis, Business Process, Corporate Finance, Management Consulting, Analytics
Education
The Ohio State University Fisher College of Business 2007 — 2009
MBA, Corporate Finance & Strategy
The Ohio State University 1996 — 2001
Bachelor of Science (B.S.), Aviation Human Factors
Todd Ratner's Wachovia Securities, LLC Experience December 2002 - September 2008
Job Owner, Todd Ratner PLC
Industry Law Practice
Experience
Todd Ratner PLC October 2008 - Present
Wachovia Securities, LLC December 2002 - September 2008
Sutherland Asbill & Brennan August 1998 - November 2002
Skills
Securities Litigation, FINRA, Securities Regulation, Civil Litigation, Securities, Arbitration, Litigation, Commercial Litigation, Corporate Governance, Legal Research, SEC, Broker-Dealer, Trade Secrets, Dispute Resolution, Fraud
Education
University of Virginia School of Law 1993 — 1996
Doctor of Law (JD)
The Johns Hopkins University 1988 — 1992
BA, Economics
Todd Ratner PLC October 2008 - Present
Wachovia Securities, LLC December 2002 - September 2008
Sutherland Asbill & Brennan August 1998 - November 2002
Skills
Securities Litigation, FINRA, Securities Regulation, Civil Litigation, Securities, Arbitration, Litigation, Commercial Litigation, Corporate Governance, Legal Research, SEC, Broker-Dealer, Trade Secrets, Dispute Resolution, Fraud
Education
University of Virginia School of Law 1993 — 1996
Doctor of Law (JD)
The Johns Hopkins University 1988 — 1992
BA, Economics
Nancy Andes's Wachovia Securities, LLC Experience November 2001 - February 2011
Job Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities February 2011 - Present
Wachovia Securities, LLC November 2001 - February 2011
Bank One (AKA JPM) March 1999 - September 2001
Skills
Capital Markets, Fixed Income, Financial Analysis, Series 7, Investments, Risk Management, Series 63, Credit, Financial Risk, Corporate Finance, Strategic Planning, Business Strategy, Process Improvement, Business Analysis, Private Equity, Asset Management, Finance, Equities, Banking, Portfolio Management, Investment Banking, Bloomberg, Securities, Trading, Bonds, Valuation, Due Diligence
Education
The Ohio State University - The Max M. Fisher College of Business 1994 — 1998
BSBA
Wells Fargo Securities February 2011 - Present
Wachovia Securities, LLC November 2001 - February 2011
Bank One (AKA JPM) March 1999 - September 2001
Skills
Capital Markets, Fixed Income, Financial Analysis, Series 7, Investments, Risk Management, Series 63, Credit, Financial Risk, Corporate Finance, Strategic Planning, Business Strategy, Process Improvement, Business Analysis, Private Equity, Asset Management, Finance, Equities, Banking, Portfolio Management, Investment Banking, Bloomberg, Securities, Trading, Bonds, Valuation, Due Diligence
Education
The Ohio State University - The Max M. Fisher College of Business 1994 — 1998
BSBA
Peter Morral's Wachovia Securities, LLC Experience 2003 - 2006
Job Managing Director at Pine River Capital Management
Industry Commercial Real Estate
Experience
Pine River Capital Management April 2015 - Present
Annaly Capital Management/FIDAC March 2013 - March 2015
UBS Investment Bank 2006 - April 2012
Wachovia Securities LLC 2003 - 2006
Standard & Poor's 2000 - 2003
Banc of America Securities 1997 - 2000
The Greater Downtown Partnership 1996 - 1996
Education
The Ohio State University Fisher College of Business 1995 — 1997
MBA, Business
University of Connecticut
Pine River Capital Management April 2015 - Present
Annaly Capital Management/FIDAC March 2013 - March 2015
UBS Investment Bank 2006 - April 2012
Wachovia Securities LLC 2003 - 2006
Standard & Poor's 2000 - 2003
Banc of America Securities 1997 - 2000
The Greater Downtown Partnership 1996 - 1996
Education
The Ohio State University Fisher College of Business 1995 — 1997
MBA, Business
University of Connecticut
Selena Burnam's Wachovia Securities, LLC Experience 2007 - 2007
Job Executive Assistant at Private Advisors, LLC
Industry Investment Management
Experience
Private Advisors, LLC November 2007 - Present
Wachovia Securities, LLC 2007 - 2007
Education
University of Maryland University College
Psychology
Private Advisors, LLC November 2007 - Present
Wachovia Securities, LLC 2007 - 2007
Education
University of Maryland University College
Psychology
David Lutz's Wachovia Securities, LLC Experience 2000 - 2007
Job Head of ETF Trading at JonesTrading
Industry Capital Markets
Experience
JonesTrading May 2014 - Present
Stifel Nicolaus April 2007 - May 2014
Wachovia Securities, LLC 2000 - 2007
UBS Investment Bank 1999 - 2000
Alex. Brown and Sons 1992 - 1999
Skills
Macro Strategy in Cross..., Equity Research, Equities, Hedge Funds, Securities, Mutual Funds, Portfolio Management, Asset Managment, Valuation, Pensions, Value Investing, M&A experience, Series 4, Series 7, Series 24
Education
University of Maryland College Park 1989 — 1992
University of Miami 1988 — 1989
JonesTrading May 2014 - Present
Stifel Nicolaus April 2007 - May 2014
Wachovia Securities, LLC 2000 - 2007
UBS Investment Bank 1999 - 2000
Alex. Brown and Sons 1992 - 1999
Skills
Macro Strategy in Cross..., Equity Research, Equities, Hedge Funds, Securities, Mutual Funds, Portfolio Management, Asset Managment, Valuation, Pensions, Value Investing, M&A experience, Series 4, Series 7, Series 24
Education
University of Maryland College Park 1989 — 1992
University of Miami 1988 — 1989
Sylvia Chisholm, PMP, CSSGB's Wachovia Securities, LLC Experience February 2004 - November 2008
Job Senior Project Manager at Federal Reserve Information Technology
Industry Financial Services
Experience
Federal Reserve Information Technology May 2014 - Present
ruota consulting limited February 2014 - April 2014
Strategic Staffing Solutions (Capital One) November 2012 - November 2013
Allianz Global Assistance (UDig through February, 2012) February 2011 - November 2012
Wells Fargo Advisors, LLC April 2010 - February 2011
Raymond James September 2009 - March 2010
WACHOVIA SECURITIES, LLC February 2004 - November 2008
Skills
SDLC, Project Management, Process Engineering, Financial Analysis, Six Sigma, Leadership, Marketing, Database Administration, Customer Service, Strategy, Databases, Functional Requirements, Networking, Recruiting, Sales
Education
Villanova University 2011 — 2011
Advanced Masters Certificate in Applied Project Management, Project Management, Resource allocation, A
Project Management Institute 2009 — 2009
PMP, Project Management
Villanova University 2008 — 2009
SSGB, Six Sigma Green Belt
ECPI Technical College 2001 — 2003
Associate of Applied Science, Web Development
University of Virginia 1987 — 1989
Bachelor of Science, Commerce; Finance
Universidad de Salamanca 1987 — 1987
Spanish
Federal Reserve Information Technology May 2014 - Present
ruota consulting limited February 2014 - April 2014
Strategic Staffing Solutions (Capital One) November 2012 - November 2013
Allianz Global Assistance (UDig through February, 2012) February 2011 - November 2012
Wells Fargo Advisors, LLC April 2010 - February 2011
Raymond James September 2009 - March 2010
WACHOVIA SECURITIES, LLC February 2004 - November 2008
Skills
SDLC, Project Management, Process Engineering, Financial Analysis, Six Sigma, Leadership, Marketing, Database Administration, Customer Service, Strategy, Databases, Functional Requirements, Networking, Recruiting, Sales
Education
Villanova University 2011 — 2011
Advanced Masters Certificate in Applied Project Management, Project Management, Resource allocation, A
Project Management Institute 2009 — 2009
PMP, Project Management
Villanova University 2008 — 2009
SSGB, Six Sigma Green Belt
ECPI Technical College 2001 — 2003
Associate of Applied Science, Web Development
University of Virginia 1987 — 1989
Bachelor of Science, Commerce; Finance
Universidad de Salamanca 1987 — 1987
Spanish
Donal Walsh's Wachovia Securities, LLC Experience 2004 - 2007
Job Vice President, BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing July 2007 - Present
Wachovia Securities, LLC 2004 - 2007
USAA 1997 - 2004
National Investor Services Company 1995 - 1997
US Clearing 1991 - 1995
Skills
Financial Services, Mutual Funds, Risk Management, Securities, Business Analysis, Investments
Education
The University of Texas at San Antonio 2001 — 2004
MBA, Business Administration
Syracuse University 1985 — 1989
BA, Economics
BNY Mellon Asset Servicing July 2007 - Present
Wachovia Securities, LLC 2004 - 2007
USAA 1997 - 2004
National Investor Services Company 1995 - 1997
US Clearing 1991 - 1995
Skills
Financial Services, Mutual Funds, Risk Management, Securities, Business Analysis, Investments
Education
The University of Texas at San Antonio 2001 — 2004
MBA, Business Administration
Syracuse University 1985 — 1989
BA, Economics
Gary Diffley's Wachovia Securities, LLC Experience 1999 - 2004
Job Sr. VP, Director / National Sales at Carter,Terry & Co., Inc.
Industry Investment Banking
Experience
Carter,Terry & Co., Inc. 2004 - Present
Wachovia Securities, LLC 1999 - 2004
Morgan Stanley 1991 - 1999
Skills
Marketing, Strategic Planning, New Business Development, Sales Management, Investment Banking
Education
University of Georgia 1975 — 1981
AB, Economics, Industrial Psychology
Carter,Terry & Co., Inc. 2004 - Present
Wachovia Securities, LLC 1999 - 2004
Morgan Stanley 1991 - 1999
Skills
Marketing, Strategic Planning, New Business Development, Sales Management, Investment Banking
Education
University of Georgia 1975 — 1981
AB, Economics, Industrial Psychology
Richard Ahrens, CFP's Wachovia Securities, LLC Experience October 2000 - September 2002
Job Wealth Specialist at Strategic Wealth Partners
Industry Financial Services
Experience
Strategic Wealth Partners May 2015 - Present
New York Life Insurance Company January 2015 - April 2015
Hickory Asset Management March 2014 - October 2014
Wealth Strategy Advisors, LLC May 2013 - March 2014
KeyBank April 2007 - December 2012
Sagemark Consulting June 2005 - April 2007
Sagemark Consulting March 2003 - June 2005
KeyBank November 2002 - March 2003
Wachovia Securities, LLC October 2000 - September 2002
Wachovia Securities, LLC August 1999 - September 2000
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investment Portfolio..., Financial Advice, Client Interfacing, Investments, Portfolio Management, Estate Planning, Financial Planning, Retirement Income..., Executive Compensation..., Retirement, Asset Management, Investment Strategies, Asset Allocation, Technical Writing, Microsoft Office, Word, Excel, Equities, Insurance, Mutual Funds, Licensed Life Insurance..., Irrevocable Life..., Microsoft Excel, Financial Advisory, Series 7, Finance, High Net Worth..., IRAs, Wealth Management..., Investment Advisory, 401k, Small Business, Wealth, Fixed Annuities, Financial Analysis, Financial Services, Securities
Education
The American College 2004 — 2006
Certificate, CFP Curriculum
The University of Akron 1988 — 1993
BSBA, Finance
Ravenna High School 1984 — 1988
High School Diploma, College Preparatory
Strategic Wealth Partners May 2015 - Present
New York Life Insurance Company January 2015 - April 2015
Hickory Asset Management March 2014 - October 2014
Wealth Strategy Advisors, LLC May 2013 - March 2014
KeyBank April 2007 - December 2012
Sagemark Consulting June 2005 - April 2007
Sagemark Consulting March 2003 - June 2005
KeyBank November 2002 - March 2003
Wachovia Securities, LLC October 2000 - September 2002
Wachovia Securities, LLC August 1999 - September 2000
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investment Portfolio..., Financial Advice, Client Interfacing, Investments, Portfolio Management, Estate Planning, Financial Planning, Retirement Income..., Executive Compensation..., Retirement, Asset Management, Investment Strategies, Asset Allocation, Technical Writing, Microsoft Office, Word, Excel, Equities, Insurance, Mutual Funds, Licensed Life Insurance..., Irrevocable Life..., Microsoft Excel, Financial Advisory, Series 7, Finance, High Net Worth..., IRAs, Wealth Management..., Investment Advisory, 401k, Small Business, Wealth, Fixed Annuities, Financial Analysis, Financial Services, Securities
Education
The American College 2004 — 2006
Certificate, CFP Curriculum
The University of Akron 1988 — 1993
BSBA, Finance
Ravenna High School 1984 — 1988
High School Diploma, College Preparatory
Kurt Bellatti's Wachovia Securities, LLC Experience August 2008 - March 2009
Job Systems Analyst at Nielsen
Industry Market Research
Experience
Nielsen Consultant, Tek SystemsACNielsenJune 2010 - July 2012
Illinois Department of Employment Security December 2009 - June 2010
Wachovia Securities, LLC August 2008 - March 2009
Freddie Mac August 2006 - June 2008
Sears April 2005 - August 2006
Sears, Roebuck and Co. July 1994 - April 2005
Skills
SDLC, DB2, COBOL, CICS, Software Development, Testing, Mainframe, Fileaid, z/OS, Disaster Recovery, IMS DB/DC, Easytrieve
Education
University of Illinois at Urbana-Champaign 1988 — 1992
BS, Electrical Engineering
Mt. Pulaski
Nielsen Consultant, Tek SystemsACNielsenJune 2010 - July 2012
Illinois Department of Employment Security December 2009 - June 2010
Wachovia Securities, LLC August 2008 - March 2009
Freddie Mac August 2006 - June 2008
Sears April 2005 - August 2006
Sears, Roebuck and Co. July 1994 - April 2005
Skills
SDLC, DB2, COBOL, CICS, Software Development, Testing, Mainframe, Fileaid, z/OS, Disaster Recovery, IMS DB/DC, Easytrieve
Education
University of Illinois at Urbana-Champaign 1988 — 1992
BS, Electrical Engineering
Mt. Pulaski
Michelle Diep's Wachovia Securities, LLC Experience June 2008 - September 2008
Job Analyst at Capital Group
Industry Financial Services
Experience
Capital Group December 2012 - Present
Cisco Systems August 2010 - November 2012
Warner Bros. June 2009 - August 2009
Wachovia Securities, LLC June 2008 - September 2008
Skills
Forecasting, Accounting, Portfolio Management, SAP, Revenue Recognition, Access, Budgets, Fetch, C++, Excel, Budget Analysis, Financial Planning, Headcount, Budgeting, Stata, Business Objects, Oracle, Essbase, Procurement, FPA, Hyperion Reports, Outlook, Microsoft Excel, SOP 97-2, Revenue Analysis, COGS, Data Analysis, Financial Results, Performance Attribution, Databases, Analysis, Finance, Financial Analysis, Financial Reporting
Education
University of Southern California - Marshall School of Business
University of California, Los Angeles
Mathematics, Economics, Accounting
Capital Group December 2012 - Present
Cisco Systems August 2010 - November 2012
Warner Bros. June 2009 - August 2009
Wachovia Securities, LLC June 2008 - September 2008
Skills
Forecasting, Accounting, Portfolio Management, SAP, Revenue Recognition, Access, Budgets, Fetch, C++, Excel, Budget Analysis, Financial Planning, Headcount, Budgeting, Stata, Business Objects, Oracle, Essbase, Procurement, FPA, Hyperion Reports, Outlook, Microsoft Excel, SOP 97-2, Revenue Analysis, COGS, Data Analysis, Financial Results, Performance Attribution, Databases, Analysis, Finance, Financial Analysis, Financial Reporting
Education
University of Southern California - Marshall School of Business
University of California, Los Angeles
Mathematics, Economics, Accounting
Stacey Schufford's Wachovia Securities, LLC Experience 2008 - Present
Job Performance Analyst at Wachovia Securities, LLC
Industry Financial Services
Experience
Wachovia Securities, LLC 2008 - Present
Regions Bank 2007 - 2008
American Express Financial Advisors 2002 - 2004
City of Mesquite 1997 - 2002
Stein Mart 1994 - 1997
Education
The University of Texas at Dallas 2004 — 2007
B.S., Business
University of Central Missouri 1992 — 1994
Wachovia Securities, LLC 2008 - Present
Regions Bank 2007 - 2008
American Express Financial Advisors 2002 - 2004
City of Mesquite 1997 - 2002
Stein Mart 1994 - 1997
Education
The University of Texas at Dallas 2004 — 2007
B.S., Business
University of Central Missouri 1992 — 1994
Brad Brooks's Wachovia Securities, LLC Experience 1994 - 2004
Job President at Titan Securities
Industry Financial Services
Experience
Titan Securities 2005 - Present
Wachovia Securities, LLC 1994 - 2004
Bear Stearns 1989 - 1994
Skills
Retirement Planning, Series 7, Securities, Portfolio Management, Wealth Management, Investments, Retirement, Mutual Funds, Asset Management, Series 63, Fixed Annuities, Strategic Financial..., Risk Management, Asset Allocation, Financial Services, IRAs, Insurance, Alternative Investments, Investment Advisory, Financial Advisory, Financial Planning
Education
The University of Texas at Arlington
BA, Political Science, Finance
Titan Securities 2005 - Present
Wachovia Securities, LLC 1994 - 2004
Bear Stearns 1989 - 1994
Skills
Retirement Planning, Series 7, Securities, Portfolio Management, Wealth Management, Investments, Retirement, Mutual Funds, Asset Management, Series 63, Fixed Annuities, Strategic Financial..., Risk Management, Asset Allocation, Financial Services, IRAs, Insurance, Alternative Investments, Investment Advisory, Financial Advisory, Financial Planning
Education
The University of Texas at Arlington
BA, Political Science, Finance
John Mosko's Wachovia Securities, LLC Experience 2000 - 2004
Job Vice President at Federated Investors
Industry Investment Management
Experience
Federated Investors 2008 - Present
Wachovia Securities, LLC 2000 - 2004
HSBC Securities 1993 - 2000
Swiss Bank Corporation (now UBS) 1987 - 1991
thomson mckinnon 1981 - 1987
Skills
Portfolio Management, Financial Modeling, Fixed Income, Equities, Capital Markets, Series 7, Money Market, Securities, Alternative Investments, Asset Management, Mutual Funds
Education
University of Delaware - Lerner College of Business and Economics 1977 — 1981
BSBA, Finance
Federated Investors 2008 - Present
Wachovia Securities, LLC 2000 - 2004
HSBC Securities 1993 - 2000
Swiss Bank Corporation (now UBS) 1987 - 1991
thomson mckinnon 1981 - 1987
Skills
Portfolio Management, Financial Modeling, Fixed Income, Equities, Capital Markets, Series 7, Money Market, Securities, Alternative Investments, Asset Management, Mutual Funds
Education
University of Delaware - Lerner College of Business and Economics 1977 — 1981
BSBA, Finance
Kelly Rosa's Wachovia Securities, LLC Experience July 2006 - September 2008
Job Capital One
Industry Financial Services
Experience
Capital One November 2014 - Present
Connexions Loyalty March 2012 - November 2014
Connexions Loyalty December 2010 - March 2012
Mortgage Outreach Services April 2009 - September 2010
Wachovia Securities September 2008 - March 2009
Wachovia Securities, LLC July 2006 - September 2008
Wachovia Securities August 2004 - July 2006
Smithsonian American Art Museum May 2003 - December 2003
Smithsonian American Art Museum January 2000 - May 2003
Smithsonian American Art Museum January 1995 - January 2000
Skills
Leadership, Marketing Communications, Account Management, Project Management, Community Outreach, Training, Call Centers, Program Management, Budgets, Strategy, Microsoft Excel, Marketing Strategy
Education
University of Delaware 1986 — 1990
Bachelor of Art, Art History
University of Delaware's Exchange
Capital One November 2014 - Present
Connexions Loyalty March 2012 - November 2014
Connexions Loyalty December 2010 - March 2012
Mortgage Outreach Services April 2009 - September 2010
Wachovia Securities September 2008 - March 2009
Wachovia Securities, LLC July 2006 - September 2008
Wachovia Securities August 2004 - July 2006
Smithsonian American Art Museum May 2003 - December 2003
Smithsonian American Art Museum January 2000 - May 2003
Smithsonian American Art Museum January 1995 - January 2000
Skills
Leadership, Marketing Communications, Account Management, Project Management, Community Outreach, Training, Call Centers, Program Management, Budgets, Strategy, Microsoft Excel, Marketing Strategy
Education
University of Delaware 1986 — 1990
Bachelor of Art, Art History
University of Delaware's Exchange
Lisa Malave's Wachovia Securities, LLC Experience SupervisorHalpert and CompanyApril 1988 - November 1997
Job Account Administrator at Wachovia Securities, LLC
Industry Financial Services
Experience
Wachovia Securities, LLC SupervisorHalpert and CompanyApril 1988 - November 1997
Education
Union County College
Criminal Justice
Wachovia Securities, LLC SupervisorHalpert and CompanyApril 1988 - November 1997
Education
Union County College
Criminal Justice
William D. Thomas's Wachovia Securities, LLC Experience February 1996 - September 2003
Job Managing Partner at The Wealth Advisory Group of DiLauro Wracher & Thomas
Industry Financial Services
Experience
The Wealth Advisory Group of DiLauro Wracher & Thomas January 2015 - Present
MWT Investment Group, LLC September 2003 - January 2015
Wachovia Securities, LLC February 1996 - September 2003
Prudential Securiies March 1992 - February 1996
Skills
Investments, Retirement, IRAs, Investment Management, Insurance, ERISA, Strategic Planning, Wealth Management, Small Business, Asset Allocation, Marketing Strategy, 401k Rollovers, Investment Advisory, Wealth Management..., Mutual Funds, Finance, Retirement Planning, Financial Planning, Financial Analysis, Management
Education
University of Dayton 1972 — 1976
BS, Business Administration
The Wealth Advisory Group of DiLauro Wracher & Thomas January 2015 - Present
MWT Investment Group, LLC September 2003 - January 2015
Wachovia Securities, LLC February 1996 - September 2003
Prudential Securiies March 1992 - February 1996
Skills
Investments, Retirement, IRAs, Investment Management, Insurance, ERISA, Strategic Planning, Wealth Management, Small Business, Asset Allocation, Marketing Strategy, 401k Rollovers, Investment Advisory, Wealth Management..., Mutual Funds, Finance, Retirement Planning, Financial Planning, Financial Analysis, Management
Education
University of Dayton 1972 — 1976
BS, Business Administration
Eduardo Brignoni's Wachovia Securities, LLC Experience November 2006 - August 2008
Job Financial Services Professional
Industry Financial Services
Experience
Wachovia Securities, LLC November 2006 - August 2008
Education
Universidad de Puerto Rico 1998 — 2003
Bachelors, Finance
Wachovia Securities, LLC November 2006 - August 2008
Education
Universidad de Puerto Rico 1998 — 2003
Bachelors, Finance
Karen Burns's Wachovia Securities, LLC Experience April 2000 - January 2002
Job Director, Goals Based Consulting Group at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch December 2013 - Present
Merrill Lynch April 2012 - December 2013
Merrill Lynch October 2009 - April 2012
Bank of America April 2005 - October 2009
Bank of America January 2003 - April 2005
Wachovia Securities, LLC April 2000 - January 2002
Palmer & Dodge LLP April 1998 - April 2000
Skills
Series 7, Series 66, Series 24, Strategic Financial..., Wealth Management..., Retirement, Estate Planning, Asset Allocation, Financial Planning..., Stock Option Planning
Education
Union College
BA, English
Merrill Lynch December 2013 - Present
Merrill Lynch April 2012 - December 2013
Merrill Lynch October 2009 - April 2012
Bank of America April 2005 - October 2009
Bank of America January 2003 - April 2005
Wachovia Securities, LLC April 2000 - January 2002
Palmer & Dodge LLP April 1998 - April 2000
Skills
Series 7, Series 66, Series 24, Strategic Financial..., Wealth Management..., Retirement, Estate Planning, Asset Allocation, Financial Planning..., Stock Option Planning
Education
Union College
BA, English
Julia Yates's Wachovia Securities, LLC Experience January 2001 - January 2006
Job Operations Compliance Consultant
Industry Financial Services
Experience
First Clearing, LLC January 2006 - March 2015
Wachovia Securities, LLC January 2001 - January 2006
Wachovia Securities, LLC January 1998 - January 2001
Education
University of Mary Washington
B.S, Business Administration
First Clearing, LLC January 2006 - March 2015
Wachovia Securities, LLC January 2001 - January 2006
Wachovia Securities, LLC January 1998 - January 2001
Education
University of Mary Washington
B.S, Business Administration
Helena Xu's Wachovia Securities, LLC Experience May 2008 - January 2009
Job
Industry Financial Services
Experience
UBS Financial Services, Inc. June 2010 - Present
Mobilife Biotech September 2009 - December 2010
UBS Financial Services, Inc. November 2009 - June 2010
Wells Fargo Advisors, LLC January 2009 - June 2009
Wachovia Securities, LLC May 2008 - January 2009
Education
University of California, San Diego 2006 — 2010
B.S., B.A., Management Science, Communications
The London School of Economics and Political Science (LSE)
Public Finance & Foundations of Management
UBS Financial Services, Inc. June 2010 - Present
Mobilife Biotech September 2009 - December 2010
UBS Financial Services, Inc. November 2009 - June 2010
Wells Fargo Advisors, LLC January 2009 - June 2009
Wachovia Securities, LLC May 2008 - January 2009
Education
University of California, San Diego 2006 — 2010
B.S., B.A., Management Science, Communications
The London School of Economics and Political Science (LSE)
Public Finance & Foundations of Management
Terry Linnert's Wachovia Securities, LLC Experience 2003 - 2008
Job Credit Fixed Income at US Bank
Industry Investment Banking
Experience
US Bancorp May 2010 - Present
Wells Fargo 2009 - 2010
Wachovia Securities, LLC 2003 - 2008
Banc of America Securities 2000 - 2003
Skills
Fixed Income, Investment Banking, Portfolio Management, Investments, Trading, FX Options, Structured Products, Securities, CDS, Financial Modeling, Financial Analysis, Loans, Capital Markets, Risk Management, Financial Services
Education
University of Dayton 1992 — 1996
Bachelor of Science, Accounting / Finance
US Bancorp May 2010 - Present
Wells Fargo 2009 - 2010
Wachovia Securities, LLC 2003 - 2008
Banc of America Securities 2000 - 2003
Skills
Fixed Income, Investment Banking, Portfolio Management, Investments, Trading, FX Options, Structured Products, Securities, CDS, Financial Modeling, Financial Analysis, Loans, Capital Markets, Risk Management, Financial Services
Education
University of Dayton 1992 — 1996
Bachelor of Science, Accounting / Finance
Jim Maurice's Wachovia Securities, LLC Experience October 2007 - April 2008
Job Marketing Consultant
Industry Management Consulting
Experience
Times News Group April 2014 - Present
Dex One September 2013 - April 2014
Pat McGrath DodgeCountry September 2012 - May 2013
Sourcemedia/Gazette July 2011 - July 2012
Modern Piping September 2010 - June 2011
Kaplan March 2009 - April 2010
Kaplan University March 2009 - April 2010
PMX Industries July 2008 - October 2008
Wachovia Securities, LLC October 2007 - April 2008
Wells Fargo Investments July 2005 - October 2007
Skills
Account Management, Sales, Customer Service, Strategic Planning, Team Building, New Business Development, Microsoft Office, Marketing Strategy, Social Media, Process Improvement, Cold Calling, Coaching, Sales Management, Training, Recruiting, Advertising, Talent Management, Social Media Marketing, CRM, Team Leadership, Leadership, Forecasting, B2B, Marketing Communications, Social Networking, Marketing, Financial Analysis, Strategy, Public Speaking, Business Development, Logistics, Public Relations, Online Advertising, Sales Process, Data Analysis, Customer Satisfaction, Salesforce.com, Contract Negotiation
Education
University of Iowa 1986 — 1989
BS, Economics and Math
Times News Group April 2014 - Present
Dex One September 2013 - April 2014
Pat McGrath DodgeCountry September 2012 - May 2013
Sourcemedia/Gazette July 2011 - July 2012
Modern Piping September 2010 - June 2011
Kaplan March 2009 - April 2010
Kaplan University March 2009 - April 2010
PMX Industries July 2008 - October 2008
Wachovia Securities, LLC October 2007 - April 2008
Wells Fargo Investments July 2005 - October 2007
Skills
Account Management, Sales, Customer Service, Strategic Planning, Team Building, New Business Development, Microsoft Office, Marketing Strategy, Social Media, Process Improvement, Cold Calling, Coaching, Sales Management, Training, Recruiting, Advertising, Talent Management, Social Media Marketing, CRM, Team Leadership, Leadership, Forecasting, B2B, Marketing Communications, Social Networking, Marketing, Financial Analysis, Strategy, Public Speaking, Business Development, Logistics, Public Relations, Online Advertising, Sales Process, Data Analysis, Customer Satisfaction, Salesforce.com, Contract Negotiation
Education
University of Iowa 1986 — 1989
BS, Economics and Math
Deana Baxter's Wachovia Securities, LLC Experience March 2000 - December 2003
Job Operations/Administrative Manager at MWT Investment Group, LLC
Industry Financial Services
Experience
MWT Investment Group, LLC December 2003 - Present
Wachovia Securities, LLC March 2000 - December 2003
Skills
Financial Services, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel
Education
The University of Akron 2000 — 2003
Associates, Business Management
MWT Investment Group, LLC December 2003 - Present
Wachovia Securities, LLC March 2000 - December 2003
Skills
Financial Services, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel
Education
The University of Akron 2000 — 2003
Associates, Business Management
Clyde Mackey's Wachovia Securities, LLC Experience August 2008 - Present
Job AML Compliance Consultant at Wachovia Securities, LLC
Industry Financial Services
Experience
Wachovia Securities, LLC August 2008 - Present
Wells Fargo Advisors 2008 - Present
Wachovia Securities, LLC December 1994 - July 2008
Education
University of Kentucky
Political Science
University of Richmond
Bachelor of Arts, Political science
Wachovia Securities, LLC August 2008 - Present
Wells Fargo Advisors 2008 - Present
Wachovia Securities, LLC December 1994 - July 2008
Education
University of Kentucky
Political Science
University of Richmond
Bachelor of Arts, Political science
Dana Hensel's Wachovia Securities, LLC Experience June 2004 - July 2007
Job Vice President at Cook Street Consulting, Inc.
Industry Financial Services
Experience
Cook Street Consulting, Inc. August 2015 - Present
Janus Capital Group January 2014 - February 2015
Janus Capital Group December 2010 - January 2014
Janus Capital Group October 2008 - December 2010
Consumer Capital Partners August 2007 - October 2008
Wachovia Securities, LLC June 2004 - July 2007
Skills
Valuation, Mutual Funds, Business Analysis, Finance, Budgets, Strategic Planning, Forecasting, Cash Management, Financial Accounting, Financial Analysis, Financial Modeling, Financial Forecasting, Microsoft Excel, Corporate Finance, Asset Allocation, Asset Management, Process Improvement, Corporate Development, Capital Markets, Fixed Income, GAAP, Investment Banking, DCF, Variance Analysis, Business Planning, Financial Reporting, Capital IQ, Competitive Analysis, Due Diligence, Asset Managment, LBO, Mergers, M&A experience, Private Equity, Investment Management, Leadership, Business Strategy, Strategic Financial..., Bloomberg, Mergers & Acquisitions
Education
University of Colorado Boulder - Leeds School of Business 2000 — 2004
Bachelor's of Science, Finance & Accounting
Cook Street Consulting, Inc. August 2015 - Present
Janus Capital Group January 2014 - February 2015
Janus Capital Group December 2010 - January 2014
Janus Capital Group October 2008 - December 2010
Consumer Capital Partners August 2007 - October 2008
Wachovia Securities, LLC June 2004 - July 2007
Skills
Valuation, Mutual Funds, Business Analysis, Finance, Budgets, Strategic Planning, Forecasting, Cash Management, Financial Accounting, Financial Analysis, Financial Modeling, Financial Forecasting, Microsoft Excel, Corporate Finance, Asset Allocation, Asset Management, Process Improvement, Corporate Development, Capital Markets, Fixed Income, GAAP, Investment Banking, DCF, Variance Analysis, Business Planning, Financial Reporting, Capital IQ, Competitive Analysis, Due Diligence, Asset Managment, LBO, Mergers, M&A experience, Private Equity, Investment Management, Leadership, Business Strategy, Strategic Financial..., Bloomberg, Mergers & Acquisitions
Education
University of Colorado Boulder - Leeds School of Business 2000 — 2004
Bachelor's of Science, Finance & Accounting
Logan Dickerson's Wachovia Securities, LLC Experience 2005 - 2007
Job Senior Vice President at US Bank
Industry Financial Services
Experience
US Bank October 2010 - Present
NaviscentGroup LLC August 2009 - 2010
BagYourRewards.com 2009 - 2010
Cratos Capital Partners, LLC May 2007 - August 2008
Wachovia Securities, LLC 2005 - 2007
Wachovia Securities, LLC 2000 - 2005
Education
Charlotte Latin
University of Colorado Boulder - Leeds School of Business
Business Administration (emphasis in Finance)
US Bank October 2010 - Present
NaviscentGroup LLC August 2009 - 2010
BagYourRewards.com 2009 - 2010
Cratos Capital Partners, LLC May 2007 - August 2008
Wachovia Securities, LLC 2005 - 2007
Wachovia Securities, LLC 2000 - 2005
Education
Charlotte Latin
University of Colorado Boulder - Leeds School of Business
Business Administration (emphasis in Finance)
M. Brian Todd's Wachovia Securities, LLC Experience 2004 - 2007
Job Investment Associate
Industry Financial Services
Experience
Wunderlich Securities 2007 - 2008
Wachovia Securities, LLC 2004 - 2007
A.G. Edwards 2002 - 2003
Quick & Reilly 2001 - 2002
Fidelity Investments 1996 - 2001
Education
The University of Memphis 1987 — 1994
Bachelor's of Business Administration, Sales and Marketing minor Finance
Wunderlich Securities 2007 - 2008
Wachovia Securities, LLC 2004 - 2007
A.G. Edwards 2002 - 2003
Quick & Reilly 2001 - 2002
Fidelity Investments 1996 - 2001
Education
The University of Memphis 1987 — 1994
Bachelor's of Business Administration, Sales and Marketing minor Finance
Fain Hicks's Wachovia Securities, LLC Experience 2002 - 2007
Job Managing Director at Cushman & Wakefield
Industry Commercial Real Estate
Experience
Cushman & Wakefield March 2015 - Present
NAI Brannen Goddard September 2007 - February 2015
Wachovia Securities, LLC 2002 - 2007
JP Morgan 1998 - 2001
Skills
Disposition, Location Intelligence, Real Estate Development, Brokerage, Leases, Real Estate Economics, Real Estate, Corporate Real Estate, Commercial Real Estate, Tenant, Landlords, Real Estate Transactions, Investment Properties, Property Management, Land Acquisition, Acquisitions
Education
University of Georgia - Terry College of Business
BBA, REAL ESTAE AND FINANCE
Cushman & Wakefield March 2015 - Present
NAI Brannen Goddard September 2007 - February 2015
Wachovia Securities, LLC 2002 - 2007
JP Morgan 1998 - 2001
Skills
Disposition, Location Intelligence, Real Estate Development, Brokerage, Leases, Real Estate Economics, Real Estate, Corporate Real Estate, Commercial Real Estate, Tenant, Landlords, Real Estate Transactions, Investment Properties, Property Management, Land Acquisition, Acquisitions
Education
University of Georgia - Terry College of Business
BBA, REAL ESTAE AND FINANCE
Mark Sadow's Wachovia Securities, LLC Experience 2003 - 2008
Job Trading Service Rep at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wachovia Securities, LLC 2003 - 2008
Wachovia Securities, LLC 1997 - 2003
Nationsbanc Capital Markets, Inc 1994 - 1996
Education
University of Florida 1972 — 1976
BSBA
Nova Southeastern University
MBA
Wachovia Securities, LLC 2003 - 2008
Wachovia Securities, LLC 1997 - 2003
Nationsbanc Capital Markets, Inc 1994 - 1996
Education
University of Florida 1972 — 1976
BSBA
Nova Southeastern University
MBA
Ali Zaidi's Wachovia Securities, LLC Experience June 2004 - July 2006
Job Director Corporate Development at Cengage Learning
Industry Venture Capital & Private Equity
Experience
Cengage Learning April 2015 - Present
SPK Capital June 2012 - March 2015
Auda Private Equity August 2008 - December 2010
AlpInvest Partners (The Carlyle Group) August 2006 - June 2008
Wachovia Securities, LLC June 2004 - July 2006
Skills
Private Equity, Corporate Finance, LBO, Investment Banking, Valuation, Investments, Financial Modeling, Financial Analysis, Corporate Development, Due Diligence, Bloomberg, Venture Capital, Equities, Fixed Income, Capital Markets, Hedge Funds, DCF, Mergers
Education
UCLA Anderson School of Management 2011 — 2013
MBA, General Management, Finance, Private Equity
Temple University 2000 — 2004
BBA, Finance
Cengage Learning April 2015 - Present
SPK Capital June 2012 - March 2015
Auda Private Equity August 2008 - December 2010
AlpInvest Partners (The Carlyle Group) August 2006 - June 2008
Wachovia Securities, LLC June 2004 - July 2006
Skills
Private Equity, Corporate Finance, LBO, Investment Banking, Valuation, Investments, Financial Modeling, Financial Analysis, Corporate Development, Due Diligence, Bloomberg, Venture Capital, Equities, Fixed Income, Capital Markets, Hedge Funds, DCF, Mergers
Education
UCLA Anderson School of Management 2011 — 2013
MBA, General Management, Finance, Private Equity
Temple University 2000 — 2004
BBA, Finance
Katherine (Kitt) Murphy Kirchner's Wachovia Securities, LLC Experience February 2005 - December 2008
Job Relationship Manager at Carolinas Investment Consulting
Industry Financial Services
Experience
Carolinas Investment Consulting January 2012 - Present
Premier Sports Services January 2009 - Present
Merrill Lynch December 2008 - February 2011
Wachovia Securities, LLC February 2005 - December 2008
KPMG 2003 - 2005
Ernst & Young 2001 - 2003
Skills
Retirement Planning, Investments, Portfolio Management, Retirement, Investment Strategies, Financial Advisory, CRM, Wealth, Financial Services, Financial Planners, Strategy, Finance, Analysis, Financial Planning
Education
University of Florida 1997 — 2001
Bachelor of Arts (B.A.), Economics and Political Science
Carolinas Investment Consulting January 2012 - Present
Premier Sports Services January 2009 - Present
Merrill Lynch December 2008 - February 2011
Wachovia Securities, LLC February 2005 - December 2008
KPMG 2003 - 2005
Ernst & Young 2001 - 2003
Skills
Retirement Planning, Investments, Portfolio Management, Retirement, Investment Strategies, Financial Advisory, CRM, Wealth, Financial Services, Financial Planners, Strategy, Finance, Analysis, Financial Planning
Education
University of Florida 1997 — 2001
Bachelor of Arts (B.A.), Economics and Political Science
Kirk Vogel's Wachovia Securities, LLC Experience March 1996 - March 2008
Job SVP and Senior Relationship Manager at HSBC
Industry Banking
Experience
HSBC July 2012 - Present
Wells Fargo Bank November 2009 - July 2012
RBS Citizens March 2008 - November 2009
Wachovia Securities, LLC March 1996 - March 2008
First Union 1996 - 2008
Societe Generale May 1994 - March 1996
Bayerische Vereinsbank AG March 1992 - March 1994
Westdeutsche Landesbank August 1990 - March 1992
Deutsche Bank May 1985 - August 1990
Skills
Commercial Banking, Credit, Corporate Finance, Banking, Credit Analysis, Credit Risk, Loans
Education
Thunderbird School of Global Management 1983 — 1984
MBA, Finance, Banking
Wartburg College
West High School
HSBC July 2012 - Present
Wells Fargo Bank November 2009 - July 2012
RBS Citizens March 2008 - November 2009
Wachovia Securities, LLC March 1996 - March 2008
First Union 1996 - 2008
Societe Generale May 1994 - March 1996
Bayerische Vereinsbank AG March 1992 - March 1994
Westdeutsche Landesbank August 1990 - March 1992
Deutsche Bank May 1985 - August 1990
Skills
Commercial Banking, Credit, Corporate Finance, Banking, Credit Analysis, Credit Risk, Loans
Education
Thunderbird School of Global Management 1983 — 1984
MBA, Finance, Banking
Wartburg College
West High School
Jonathan Kohan's Wachovia Securities, LLC Experience 2004 - 2008
Job VP at Capmark Finance
Industry Real Estate
Experience
Capmark Finance Board Member- TreasurerTown of Hempstead Local Development Corporation2009 - Present
Capmark 2008 - Present
Wachovia Securities, LLC 2004 - 2008
Education
Syracuse University College of Law 1976 — 1978
JD
Capmark Finance Board Member- TreasurerTown of Hempstead Local Development Corporation2009 - Present
Capmark 2008 - Present
Wachovia Securities, LLC 2004 - 2008
Education
Syracuse University College of Law 1976 — 1978
JD
Ashley Parish's Wachovia Securities, LLC Experience June 2000 - December 2007
Job Client Relations Director SubAdvisory at Wells Fargo Asset Management
Industry Financial Services
Experience
Wells Fargo Asset Management April 2013 - Present
Wells Capital Management December 2007 - Present
Evergreen Investments December 2007 - January 2009
Wachovia Securities, LLC June 2000 - December 2007
Skills
Securities, Fixed Income
Education
University of Michigan 1996 — 2000
Bachelors, Economics
Wells Fargo Asset Management April 2013 - Present
Wells Capital Management December 2007 - Present
Evergreen Investments December 2007 - January 2009
Wachovia Securities, LLC June 2000 - December 2007
Skills
Securities, Fixed Income
Education
University of Michigan 1996 — 2000
Bachelors, Economics
Hardman Knox's Wachovia Securities, LLC Experience August 2000 - February 2002
Job Managing Partner, Knox Properties, LLLP
Industry Real Estate
Experience
Knox Properties, LLLP January 2009 - Present
West Point Lake Development, LLC April 2010 - December 2014
Rooster Media May 2009 - May 2011
The Settings Development Companies, LLC March 2005 - December 2008
Land Resource July 2004 - March 2005
Land Resource August 2002 - June 2004
Wachovia Securities, LLC August 2000 - February 2002
First Union Securities August 1998 - July 2000
Skills
Due Diligence, Brokerage, Investment Properties, Real Estate, Finance, Real Estate Development, Financial Structuring, Real Estate Economics, Residential Homes, Land Acquisition, Entitlements
Education
University of Georgia - Terry College of Business 1994 — 1998
BBA, Finance
Knox Properties, LLLP January 2009 - Present
West Point Lake Development, LLC April 2010 - December 2014
Rooster Media May 2009 - May 2011
The Settings Development Companies, LLC March 2005 - December 2008
Land Resource July 2004 - March 2005
Land Resource August 2002 - June 2004
Wachovia Securities, LLC August 2000 - February 2002
First Union Securities August 1998 - July 2000
Skills
Due Diligence, Brokerage, Investment Properties, Real Estate, Finance, Real Estate Development, Financial Structuring, Real Estate Economics, Residential Homes, Land Acquisition, Entitlements
Education
University of Georgia - Terry College of Business 1994 — 1998
BBA, Finance
Stuart Thorsen's Wachovia Securities, LLC Experience 2003 - 2005
Job Contractor at Union Bank
Industry Financial Services
Experience
Union Bank February 2005 - Present
Wachovia Securities, LLC 2003 - 2005
Education
University of Connecticut 1978 — 1982
Bachelor of Arts, Economics
Union Bank February 2005 - Present
Wachovia Securities, LLC 2003 - 2005
Education
University of Connecticut 1978 — 1982
Bachelor of Arts, Economics
Nakiea Williams's Wachovia Securities, LLC Experience August 2000 - July 2009
Job Operations Manager
Industry Hospital & Health Care
Experience
Harris Health System July 2009 - Present
Wachovia Securities, LLC August 2000 - July 2009
Skills
Customer Service, Leadership, Healthcare, Public Speaking, Management, Microsoft Excel, Microsoft Word, Hospitals, Process Improvement, Healthcare Management, Team Building, Outlook, Operations Management, Program Management, Strategic Planning, Inventory Management
Education
University of Arkansas at Pine Bluff 1993 — 1997
BSE, Elementary Education
Harris Health System July 2009 - Present
Wachovia Securities, LLC August 2000 - July 2009
Skills
Customer Service, Leadership, Healthcare, Public Speaking, Management, Microsoft Excel, Microsoft Word, Hospitals, Process Improvement, Healthcare Management, Team Building, Outlook, Operations Management, Program Management, Strategic Planning, Inventory Management
Education
University of Arkansas at Pine Bluff 1993 — 1997
BSE, Elementary Education
Brian Koonce, CFP®, ChFC®, CLU®'s Wachovia Securities, LLC Experience September 2006 - December 2007
Job Sales Vice President at Lincoln
Industry Financial Services
Experience
Lincoln Financial Distributors August 2014 - Present
Lincoln Financial Distributors August 2011 - August 2014
TailorMade Financial January 2008 - August 2011
Wachovia Securities, LLC September 2006 - December 2007
Evergreen Investments May 2005 - August 2006
AXA Equitable October 2004 - April 2005
AXA Distributors March 2001 - September 2004
First Union National Bank March 2000 - March 2001
Skills
Series 7, Wealth Management, Annuities, Mutual Funds, Investments, Financial Planning, Asset Management, Insurance, Series 63, Securities, Series 26, Fixed Annuities, Retirement Planning, Series 65, Series 6, Retirement, Strategic Financial..., Life Insurance, Variable Annuities, Long-term Care, Financial Services, FINRA
Education
University of North Carolina at Charlotte 1996 — 1998
Industrial and Organizational Psychology
United States Air Force Academy 1994 — 1996
Lincoln Financial Distributors August 2014 - Present
Lincoln Financial Distributors August 2011 - August 2014
TailorMade Financial January 2008 - August 2011
Wachovia Securities, LLC September 2006 - December 2007
Evergreen Investments May 2005 - August 2006
AXA Equitable October 2004 - April 2005
AXA Distributors March 2001 - September 2004
First Union National Bank March 2000 - March 2001
Skills
Series 7, Wealth Management, Annuities, Mutual Funds, Investments, Financial Planning, Asset Management, Insurance, Series 63, Securities, Series 26, Fixed Annuities, Retirement Planning, Series 65, Series 6, Retirement, Strategic Financial..., Life Insurance, Variable Annuities, Long-term Care, Financial Services, FINRA
Education
University of North Carolina at Charlotte 1996 — 1998
Industrial and Organizational Psychology
United States Air Force Academy 1994 — 1996
Andrew Lauman's Wachovia Securities, LLC Experience 2004 - 2010
Job Senior Change Manager at Bank of America
Industry Investment Banking
Experience
Bank of America June 2010 - Present
Wachovia Securities, LLC 2004 - 2010
RCG Companies Incorporated 2002 - 2004
Wachovia Securities, LLC July 2001 - February 2002
Bankers Trust, Inc 1998 - 1999
Prudential Securities, Inc. 1996 - 1998
United States Army - 3rd Ranger Battalion 1993 - 1995
United States Army - 101st Airborne Division 1991 - 1993
Education
Vanderbilt University - Owen Graduate School of Management 1999 — 2001
MBA, Finance and Accounting
United States Military Academy at West Point 1987 — 1991
B.S., Economics (Mathematical)
Xavier High School
Bank of America June 2010 - Present
Wachovia Securities, LLC 2004 - 2010
RCG Companies Incorporated 2002 - 2004
Wachovia Securities, LLC July 2001 - February 2002
Bankers Trust, Inc 1998 - 1999
Prudential Securities, Inc. 1996 - 1998
United States Army - 3rd Ranger Battalion 1993 - 1995
United States Army - 101st Airborne Division 1991 - 1993
Education
Vanderbilt University - Owen Graduate School of Management 1999 — 2001
MBA, Finance and Accounting
United States Military Academy at West Point 1987 — 1991
B.S., Economics (Mathematical)
Xavier High School
Thomas Monroe's Wachovia Securities, LLC Experience April 2008 - August 2008
Job Associate at Quayle Munro
Industry Consumer Goods
Experience
N3M Vineyards & Winery AssociateQuayle MunroMarch 2009 - Present
Wachovia Securities, LLC April 2008 - August 2008
Wells Fargo June 2002 - July 2007
Education
Washington University in St. Louis - Olin Business School 2007 — 2009
MBA, Corporate Finance & Strategy
University of California, Berkeley 2005 — 2007
Certificate, Accounting
University of Denver 1997 — 2001
BSBA, Finance
N3M Vineyards & Winery AssociateQuayle MunroMarch 2009 - Present
Wachovia Securities, LLC April 2008 - August 2008
Wells Fargo June 2002 - July 2007
Education
Washington University in St. Louis - Olin Business School 2007 — 2009
MBA, Corporate Finance & Strategy
University of California, Berkeley 2005 — 2007
Certificate, Accounting
University of Denver 1997 — 2001
BSBA, Finance
Daniel Lowenthal's Wachovia Securities, LLC Experience June 2008 - August 2008
Job Associate at Croft & Bender
Industry Financial Services
Experience
Croft & Bender September 2014 - June 2015
Croft & Bender May 2012 - September 2014
Georgia Oak Partners, LLC. October 2011 - May 2012
Macquarie Capital (USA) Inc. 2010 - October 2011
Houlihan Lokey June 2009 - August 2009
Wachovia Securities, LLC June 2008 - August 2008
Skills
Financial Modeling, Valuation, Investment Banking, Capital IQ, Microsoft Office, Microsoft Excel, Microsoft Word, Analysis, Financial Analysis, Corporate Finance
Education
University of Virginia Darden School of Business 2015 — 2017
Master of Business Administration (MBA)
University of Georgia - Terry College of Business 2006 — 2010
BS, Finance
Pace Academy 1998 — 2006
Croft & Bender September 2014 - June 2015
Croft & Bender May 2012 - September 2014
Georgia Oak Partners, LLC. October 2011 - May 2012
Macquarie Capital (USA) Inc. 2010 - October 2011
Houlihan Lokey June 2009 - August 2009
Wachovia Securities, LLC June 2008 - August 2008
Skills
Financial Modeling, Valuation, Investment Banking, Capital IQ, Microsoft Office, Microsoft Excel, Microsoft Word, Analysis, Financial Analysis, Corporate Finance
Education
University of Virginia Darden School of Business 2015 — 2017
Master of Business Administration (MBA)
University of Georgia - Terry College of Business 2006 — 2010
BS, Finance
Pace Academy 1998 — 2006
Eric Spitzer's Wachovia Securities, LLC Experience October 2005 - August 2007
Job Operations Research Analyst at US Treasury
Industry Government Administration
Experience
US Treasury September 2009 - Present
CarMax June 2008 - August 2008
Wachovia Securities, LLC October 2005 - August 2007
Wachovia Securities, LLC June 2004 - October 2005
Skills
Analysis, Data Analysis, Public Speaking, Business Analysis, Project Management, Financial Modeling, Financial Analysis, Mergers & Acquisitions
Education
The College of William and Mary - The Mason School of Business 2007 — 2009
MBA, Business
William & Mary 2000 — 2004
B.A, Economics, International Relations
US Treasury September 2009 - Present
CarMax June 2008 - August 2008
Wachovia Securities, LLC October 2005 - August 2007
Wachovia Securities, LLC June 2004 - October 2005
Skills
Analysis, Data Analysis, Public Speaking, Business Analysis, Project Management, Financial Modeling, Financial Analysis, Mergers & Acquisitions
Education
The College of William and Mary - The Mason School of Business 2007 — 2009
MBA, Business
William & Mary 2000 — 2004
B.A, Economics, International Relations
Jennifer Jouas's Wachovia Securities, LLC Experience June 2008 - July 2008
Job Manager of Finance and Special Projects at Houston Endowment
Industry Accounting
Experience
Houston Endowment July 2015 - Present
Oxy November 2014 - July 2015
Oxy July 2013 - September 2014
PricewaterhouseCoopers September 2010 - June 2013
Vanderbilt University January 2007 - May 2009
Wachovia Securities, LLC June 2008 - July 2008
Vanderbilt University January 2008 - May 2008
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2010
Master in Professional Accounting
Vanderbilt University 2005 — 2009
BA, Economics, Spanish
Houston Endowment July 2015 - Present
Oxy November 2014 - July 2015
Oxy July 2013 - September 2014
PricewaterhouseCoopers September 2010 - June 2013
Vanderbilt University January 2007 - May 2009
Wachovia Securities, LLC June 2008 - July 2008
Vanderbilt University January 2008 - May 2008
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2010
Master in Professional Accounting
Vanderbilt University 2005 — 2009
BA, Economics, Spanish
Dorothy Killeen's Wachovia Securities, LLC Experience 1999 - 2009
Job Managing Director at Wells Fargo Capital Finance
Industry Investment Banking
Experience
Wells Fargo Capital Finance 2009 - Present
Wachovia Securities, LLC 1999 - 2009
Education
Tulane University - A.B. Freeman School of Business 1997 — 1999
MBA, Finance
Tulane University 1991 — 1995
BA, Communication
Wells Fargo Capital Finance 2009 - Present
Wachovia Securities, LLC 1999 - 2009
Education
Tulane University - A.B. Freeman School of Business 1997 — 1999
MBA, Finance
Tulane University 1991 — 1995
BA, Communication
Will Steubing's Wachovia Securities, LLC Experience July 2005 - May 2009
Job Vice President at Frost Bank
Industry Investment Management
Experience
Frost Bank March 2011 - Present
American National Insurance September 2009 - March 2011
Marcus & Millichap May 2009 - September 2009
Wachovia Securities, LLC July 2005 - May 2009
Beckendorf Investments 2004 - 2005
O'Connor and Associates May 2004 - July 2004
BPI Risk Management, Inc. August 1996 - July 1999
Skills
Real Estate, Due Diligence, Valuation, Underwriting, Negotiation, Investments, Loans, Asset Managment, Investment Properties, Financial Analysis, Portfolio Management, Real Estate Economics, Asset Management, Commercial Real Estate, Credit, Credit Analysis, Finance, Insurance, Banking, Financial Modeling, Management, Mortgage Lending, Property, Real Estate Development, Real Estate Transactions, Residential Homes, Brokerage, Leases
Education
Texas A&M University - Mays Business School 2003 — 2005
Masters, Land Economics & Real Estate
Texas A&M University 2001 — 2003
Bachelors, Agricultural Economics
Frost Bank March 2011 - Present
American National Insurance September 2009 - March 2011
Marcus & Millichap May 2009 - September 2009
Wachovia Securities, LLC July 2005 - May 2009
Beckendorf Investments 2004 - 2005
O'Connor and Associates May 2004 - July 2004
BPI Risk Management, Inc. August 1996 - July 1999
Skills
Real Estate, Due Diligence, Valuation, Underwriting, Negotiation, Investments, Loans, Asset Managment, Investment Properties, Financial Analysis, Portfolio Management, Real Estate Economics, Asset Management, Commercial Real Estate, Credit, Credit Analysis, Finance, Insurance, Banking, Financial Modeling, Management, Mortgage Lending, Property, Real Estate Development, Real Estate Transactions, Residential Homes, Brokerage, Leases
Education
Texas A&M University - Mays Business School 2003 — 2005
Masters, Land Economics & Real Estate
Texas A&M University 2001 — 2003
Bachelors, Agricultural Economics
Denise Ellmo's Wachovia Securities, LLC Experience November 2002 - December 2008
Job Executive Director of Governance, Risk, and Compliance Practice at Breakthrough Concepts, Inc.
Industry
Experience
Breakthrough Concepts, Inc. January 2009 - Present
Wachovia Securities, LLC November 2002 - December 2008
Wachovia, A Wells Fargo Company April 1997 - November 2002
Protective Life August 1994 - March 1997
Trustmark National Bank June 1984 - March 1993
Skills
Banking, Risk Management, Mutual Funds, Wealth Management, Finance, Internal Audit, Investments, Insurance, Financial Risk, Internal Controls, Auditing, Financial Services, Securities, Management, Management Consulting
Education
The University of Southern Mississippi 1979 — 1984
MBA & BSBA, Banking & Finance
Breakthrough Concepts, Inc. January 2009 - Present
Wachovia Securities, LLC November 2002 - December 2008
Wachovia, A Wells Fargo Company April 1997 - November 2002
Protective Life August 1994 - March 1997
Trustmark National Bank June 1984 - March 1993
Skills
Banking, Risk Management, Mutual Funds, Wealth Management, Finance, Internal Audit, Investments, Insurance, Financial Risk, Internal Controls, Auditing, Financial Services, Securities, Management, Management Consulting
Education
The University of Southern Mississippi 1979 — 1984
MBA & BSBA, Banking & Finance
James Kipp's Wachovia Securities, LLC Experience March 1993 - January 2009
Job Managing Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities January 2009 - Present
Wachovia Securities, LLC March 1993 - January 2009
Education
The University of Texas at Austin 1977 — 1979
MBA, Finance
Wells Fargo Securities January 2009 - Present
Wachovia Securities, LLC March 1993 - January 2009
Education
The University of Texas at Austin 1977 — 1979
MBA, Finance
Jerry Browning's Wachovia Securities, LLC Experience September 2008 - April 2009
Job Vice PresidentInvestments at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus April 2009 - Present
Wachovia Securities, LLC September 2008 - April 2009
A.G. Edwards September 2001 - September 2008
Carle Clinic Association August 1996 - September 2001
OneCare Health Industries September 1994 - August 1996
Herman Hospital June 1990 - September 1994
Arthur Anderson & Co December 1985 - June 1990
Skills
Analysis, Brokerage, Budgets, Contract Negotiation, Due Diligence, Finance, Financial Reporting, Financial Services, Health Insurance, Insurance, Investments, Long-term Care, Management, Mergers & Acquisitions, Portfolio Management, Public Speaking, Risk Management, Series 7, Strategic Planning, Executive Management
Education
The University of Texas at Austin 1983 — 1985
BBA, Accounting
Gregory Portland High 1977 — 1981
Stifel Nicolaus April 2009 - Present
Wachovia Securities, LLC September 2008 - April 2009
A.G. Edwards September 2001 - September 2008
Carle Clinic Association August 1996 - September 2001
OneCare Health Industries September 1994 - August 1996
Herman Hospital June 1990 - September 1994
Arthur Anderson & Co December 1985 - June 1990
Skills
Analysis, Brokerage, Budgets, Contract Negotiation, Due Diligence, Finance, Financial Reporting, Financial Services, Health Insurance, Insurance, Investments, Long-term Care, Management, Mergers & Acquisitions, Portfolio Management, Public Speaking, Risk Management, Series 7, Strategic Planning, Executive Management
Education
The University of Texas at Austin 1983 — 1985
BBA, Accounting
Gregory Portland High 1977 — 1981
Greta Tinaglia's Wachovia Securities, LLC Experience February 2006 - June 2009
Job Executive Director Pension Services at Fulton County Schools
Industry Financial Services
Experience
Fulton County Schools June 2013 - Present
Fulton County School System May 2012 - June 2013
City Schools of Decatur May 2011 - May 2012
Wachovia Securities, LLC February 2006 - June 2009
Gwinnett County Public Schools January 1996 - February 2006
Skills
Banking, Investments, Accounting, Account Reconciliation, Analysis, Budgets, General Ledger, Loans
Education
University of Georgia - Terry College of Business 1988 — 1992
BBA, Accounting
Fulton County Schools June 2013 - Present
Fulton County School System May 2012 - June 2013
City Schools of Decatur May 2011 - May 2012
Wachovia Securities, LLC February 2006 - June 2009
Gwinnett County Public Schools January 1996 - February 2006
Skills
Banking, Investments, Accounting, Account Reconciliation, Analysis, Budgets, General Ledger, Loans
Education
University of Georgia - Terry College of Business 1988 — 1992
BBA, Accounting
John F. Hill, CEP, AWMA, CRPC's Wachovia Securities, LLC Experience August 2000 - October 2004
Job Managing Director, Investments at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc. April 2012 - Present
Morgan Keegan & Company,Inc. October 2004 - April 2012
Wachovia Securities, LLC August 2000 - October 2004
PaineWebber January 1987 - August 2000
Texas Commerce Bank October 1985 - January 1987
Exxon Company, USA June 1980 - October 1985
Skills
Wealth Management, Personal Financial..., Retirement Planning, Estate Planning, Investment Advisory
Education
The University of Texas at Austin 1978 — 1980
Bachelor of Business Administration (BBA), Petroleum Land Management
Texas Christian University 1975 — 1977
Economics
Raymond James & Associates, Inc. April 2012 - Present
Morgan Keegan & Company,Inc. October 2004 - April 2012
Wachovia Securities, LLC August 2000 - October 2004
PaineWebber January 1987 - August 2000
Texas Commerce Bank October 1985 - January 1987
Exxon Company, USA June 1980 - October 1985
Skills
Wealth Management, Personal Financial..., Retirement Planning, Estate Planning, Investment Advisory
Education
The University of Texas at Austin 1978 — 1980
Bachelor of Business Administration (BBA), Petroleum Land Management
Texas Christian University 1975 — 1977
Economics
David Hendrick's Wachovia Securities, LLC Experience February 2000 - August 2005
Job Broker/Developer at Collett
Industry Commercial Real Estate
Experience
Collett February 2012 - Present
New South Properties of the Carolinas March 2006 - January 2012
Wachovia Securities, LLC February 2000 - August 2005
Montgomery Securities February 1996 - January 2000
Skills
Real Estate
Education
University of Colorado Boulder 1990 — 1994
BA, English
Collett February 2012 - Present
New South Properties of the Carolinas March 2006 - January 2012
Wachovia Securities, LLC February 2000 - August 2005
Montgomery Securities February 1996 - January 2000
Skills
Real Estate
Education
University of Colorado Boulder 1990 — 1994
BA, English
Valerie Sarwin's Wachovia Securities, LLC Experience 2002 - 2005
Job Licensed Real Estate Professional
Industry Real Estate
Experience
Premiere Plus Realty August 2011 - Present
Duca Studios 2003 - 2005
Wachovia Securities, LLC 2002 - 2005
Merrill Lynch 2001 - 2001
Executive Adventures 2000 - 2001
MGT of America 1998 - 1998
Florida Atlantic University 1991 - 1992
radcliffe college 1990 - 1991
DeSisto School 1990 - 1991
Education
Millburn
Union College
University of Virginia
Premiere Plus Realty August 2011 - Present
Duca Studios 2003 - 2005
Wachovia Securities, LLC 2002 - 2005
Merrill Lynch 2001 - 2001
Executive Adventures 2000 - 2001
MGT of America 1998 - 1998
Florida Atlantic University 1991 - 1992
radcliffe college 1990 - 1991
DeSisto School 1990 - 1991
Education
Millburn
Union College
University of Virginia
Taylor Burton's Wachovia Securities, LLC Experience May 2007 - August 2007
Job Artist/Musician/Linguist/Educator
Industry Translation and Localization
Experience
Healthfirst August 2014 - Present
Joan Mitchell Foundation September 2012 - Present
Taylor Burton September 2007 - Present
National Business and Disability Council November 2012 - June 2013
Allianz Global Assistance September 2007 - August 2012
Wesleyan University August 2010 - May 2012
Wachovia Securities LLC May 2007 - August 2007
Skills
Teaching, Translation, Microsoft Office, Customer Service, Nonprofits, International Relations, Photoshop, Adobe Creative Suite, Microsoft Excel, WordPress, Art History, Outlook, Insurance, Microsoft Word, Music Education, Photography, Fundraising, PowerPoint, Medical Translation, Technical Translation, Legal Translation, Interdisciplinary..., Art Education, Composition, Travel Planning, Grant Writing, JavaScript, MySQL, Ruby, Ruby on Rails, jQuery, SQL
Education
Wesleyan University 2010 — 2012
Master of Arts (MA), Musicology and Ethnomusicology
The Maryland Institute College of Art 2002 — 2005
Bachelor of Fine Arts (BFA), Sculptural Studies
Healthfirst August 2014 - Present
Joan Mitchell Foundation September 2012 - Present
Taylor Burton September 2007 - Present
National Business and Disability Council November 2012 - June 2013
Allianz Global Assistance September 2007 - August 2012
Wesleyan University August 2010 - May 2012
Wachovia Securities LLC May 2007 - August 2007
Skills
Teaching, Translation, Microsoft Office, Customer Service, Nonprofits, International Relations, Photoshop, Adobe Creative Suite, Microsoft Excel, WordPress, Art History, Outlook, Insurance, Microsoft Word, Music Education, Photography, Fundraising, PowerPoint, Medical Translation, Technical Translation, Legal Translation, Interdisciplinary..., Art Education, Composition, Travel Planning, Grant Writing, JavaScript, MySQL, Ruby, Ruby on Rails, jQuery, SQL
Education
Wesleyan University 2010 — 2012
Master of Arts (MA), Musicology and Ethnomusicology
The Maryland Institute College of Art 2002 — 2005
Bachelor of Fine Arts (BFA), Sculptural Studies
Art Mesa's Wachovia Securities, LLC Experience July 2001 - November 2007
Job Executive Director at Miami Breast Inst. & Radiology Assoc. of S. Miami MRI
Industry Hospital & Health Care
Experience
Miami Breast Inst. & Radiology Assoc. of S. Miami MRI August 2008 - Present
Wachovia Securities, LLC July 2001 - November 2007
Bank of America Investment Services January 1991 - June 2001
Skills
Healthcare Information..., Managed Care, Healthcare, Medicare, Leadership, Strategic Planning, Healthcare Management
Education
University of Miami
Bachelor of Business Administration (BBA), International Finance amd Marketing
Miami Breast Inst. & Radiology Assoc. of S. Miami MRI August 2008 - Present
Wachovia Securities, LLC July 2001 - November 2007
Bank of America Investment Services January 1991 - June 2001
Skills
Healthcare Information..., Managed Care, Healthcare, Medicare, Leadership, Strategic Planning, Healthcare Management
Education
University of Miami
Bachelor of Business Administration (BBA), International Finance amd Marketing
Alejandro Videla's Wachovia Securities, LLC Experience 2006 - 2008
Job Managing Director Special Situations
Industry Investment Management
Experience
Capital Guardian LLC January 2014 - Present
Aurelius Capital Management GmbH 2010 - 2011
Wachovia Securities LLC 2006 - 2008
BNP Paribas Fortis 2005 - 2006
Société Générale 2003 - 2005
Nomura Securities 1996 - 1998
Goldman Sachs 1994 - 1995
Skills
Derivatives, Credit, Financial Modeling, Investment Banking, Capital Markets, Business Strategy, Securitization, Asset Management, Investments, Fixed Income, Alternative Investments, Portfolio Management, Securities, Finance, Equities, Structured Finance, Hedge Funds, Valuation, Private Equity, Corporate Finance, Structured Products
Education
The University of Chicago Booth School of Business 2001 — 2003
Master of Business Administration (MBA)
CFA Institute
CFA Institute
Capital Guardian LLC January 2014 - Present
Aurelius Capital Management GmbH 2010 - 2011
Wachovia Securities LLC 2006 - 2008
BNP Paribas Fortis 2005 - 2006
Société Générale 2003 - 2005
Nomura Securities 1996 - 1998
Goldman Sachs 1994 - 1995
Skills
Derivatives, Credit, Financial Modeling, Investment Banking, Capital Markets, Business Strategy, Securitization, Asset Management, Investments, Fixed Income, Alternative Investments, Portfolio Management, Securities, Finance, Equities, Structured Finance, Hedge Funds, Valuation, Private Equity, Corporate Finance, Structured Products
Education
The University of Chicago Booth School of Business 2001 — 2003
Master of Business Administration (MBA)
CFA Institute
CFA Institute
Starwood Hotels & Resorts Worldwide, Inc.
Wells Fargo Advisors
Wells Fargo Advisors, LLC
Raytheon Missile Systems
Starwood Hotels & Resorts
Carestream Health
Pershing
NEC Corporation of America