Wachovia Trust

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Wachovia Trust Employees

Employee
Years
Job
Industry
Diane Quinn Diane Quinn Greater Philadelphia Area Details
Diane Quinn's Wachovia Trust Experience March 2004 - October 2009
Job Bryn Mawr Trust Company
Industry Financial Services
Experience
Bryn Mawr Trust  May 2015 - Present
The Bryn Mawr Trust Company  November 2013 - April 2015
The Bryn Mawr Trust Company  May 2012 - November 2013
Wells Fargo Private Bank  November 2009 - December 2010
Wachovia Trust   March 2004 - October 2009
Wachovia Wealth Management Marketing   November 2002 - April 2003
Wachovia Securities  January 2000 - April 2003
First Union Capital Markets Global Banking Operations   July 1998 - July 1999
CoreStates Bank NA  July 1995 - July 1998
CoreStates Bank N.A.   May 1994 - July 1995

Skills
Microsoft Office, Word, Excel, PowerPoint, Supervisory Skills, Wealth Management, Trust Services, Administration, Asset Management, Banking, Securities, Portfolio Management, Investments, Customer Relations, Private Banking, Capital Markets, Investment Banking, Compliance, Corporate Finance, Customer Service, Reconciliation, Client Services, Operations, Data Entry, Cashiering, Sales Support, Administrative Support, Reverse Logistics, Logistics, Office Relocation, Elder Care, Community Outreach, Community Relations, Community Organizing, Office Administration, General Office Duties, Filing, Phone Skills, Client Retention, Retail Management, Customer Retention, Credit, Financial Services, Microsoft Excel, Relationship Management, Mortgage Lending, Microsoft Word, Administrative..., Office Management, Loans

Education
Pierce College,   1996 — 1998
Associates Degree, Business

First University
Managerial

Community College of Philadelphia   1995 — 1996
Associate of Science (A.S.), Microsoft Windows/Office

St. Maria Goretti   1976 — 1980
High School, General

Rachel Palacios Rachel Palacios Miami/Fort Lauderdale Area Details
Rachel Palacios's Wachovia Trust Experience January 2006 - Present
Job Vice President & Operational Risk Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo  2010 - Present
Wachovia Trust   January 2006 - Present
Bank of America Private Bank  May 2002 - January 2006
Northern Trust Bank of Florida   March 1985 - May 2002

Skills
Trusts, Wealth Management, Due Diligence, Risk Management, Wealth Management..., Securities, Asset Management, Investments, Asset Allocation, Mutual Funds, High Net Worth..., Fixed Income, Portfolio Management, Private Banking, Financial Planning, Banking

Education
Canon Financial Institute   1996 — 1999
CTFA, Trusts and Estates

Barry University - Dwayne O. Andreas School of Law   1991 — 1994

Miami Dade College   1980 — 1982

Deanne Ebel Deanne Ebel Kernersville, North Carolina Details
Deanne Ebel's Wachovia Trust Experience July 1998 - 1999
Job Vice President and Trust Advisor at High Point Bank Trust and Investment Services
Industry Financial Services
Experience
High Point Bank Trust and Investment Services   June 2004 - Present
BB&T  1999 - 2004
Wachovia Trust   July 1998 - 1999
Norwest Bank  1994 - 1998

Skills
Trusts, Manage Client..., Wealth Management, Business Planning, Financial Advisory, Estate Planning, Leadership, Investment Management, Estate Administration, Strategic Financial..., High Net Worth..., Retirement Planning, Small Business, Financial Planning, Risk Management

Education
Drake University Law School   1990 — 1993
Doctor of Law (J.D.), Law

Mount Mercy College   1986 — 1990
Bachelor of Science (BS), Criminal Justice, Political Science, Sociology

Dianne Cobb, CFA, ASA Dianne Cobb, CFA, ASA Greensboro/Winston-Salem, North Carolina Area Details
Dianne Cobb, CFA, ASA's Wachovia Trust Experience 1997 - 2001
Job Principal at Valuations And Consulting
Industry Financial Services
Experience
Valuations And Consulting   January 2008 - Present
Wachovia Bank  2001 - 2008
Wachovia  1970 - 2008
Wachovia Wealth Management  2001 - 2007
Wachovia Trust   1997 - 2001
Wachovia  1992 - 2000
Wachovia Bank and Trust Company, NA   March 1970 - January 1992

Skills
Wealth Management, Investments, Portfolio Management, Valuation, Business Valuation, Asset Allocation, Estate Planning, Asset Management, Equities, Investment Advisory, Financial Analysis, Investment Management

Education
Salem College
BA

University of North Carolina at Greensboro
MBA

Debra Papageorge Debra Papageorge Santa Barbara, California Area Details
Debra Papageorge's Wachovia Trust Experience January 2008 - May 2009
Job Managing Director at Union Bank
Industry Banking
Experience
Union Bank  June 2015 - Present
Morgan Stanley Smith Barney  July 2010 - May 2015
Wachovia Trust   January 2008 - May 2009
Morgan Stanley  2002 - 2008
citigroup  1999 - 2002

Skills
Trust Services, Asset Allocation, Private Banking, Strategic Financial..., Investment Management, Series 7, Banking, Series 63, Relationship Management, Portfolio Management, Wealth Management..., Investments, Investment Advisory, Securities, Mutual Funds, Retirement Planning, Alternative Investments, Asset Management, Investment Strategies, Uniform Combined State..., Financial Advisory, Estate Planning

Education
Pacific Lutheran Theological Seminary   2007 — 2012
Masters, Religion

California State University-Northridge
BA, Economics

Cheryl Finn Cheryl Finn Greater St. Louis Area Details
Cheryl Finn's Wachovia Trust Experience 2007 - 2008
Job Portfolio Manager at Reinsurance Group of America
Industry Insurance
Experience
RGA Reinsurance Co.   September 2010 - Present
Reinsurance Group of America  2008 - September 2010
Wachovia Trust   2007 - 2008
Wachovia/A.G. Edwards Trust Company   1998 - 2008
A.G. Edwards Trust Company   1998 - 2008
A.G. Edwards & Sons, Inc.   1991 - 1997
Edward Jones  1985 - 1991

Skills
Portfolio Management, Financial Modeling, Investment Strategies, Investments, Valuation, Asset Management, Equities, Mutual Funds, Fixed Income, Bonds, Alternative Investments, Wealth Management, Securities, Bloomberg, Financial Analysis, Asset Allocation

Education
Saint Louis University
Master of Finance, Finance, General

Pam Nothstein Pam Nothstein Charleston, South Carolina Area Details
Pam Nothstein's Wachovia Trust Experience 1995 - Present
Job Senior Philanthropic Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo  May 1995 - Present
Wachovia a Wells Fargo Company  1995 - Present
Wachovia Trust   1995 - Present

Skills
Banking, Investments, Strategic Planning, Charitable Trusts, Portfolio Management, Wealth Management, Philanthropy, Retirement Planning, High Net Worth..., Charities, Retirement, Investment Advisory, Wealth Management..., Investment Strategies, Wealth, Trust Services, Series 7

Education
CFA Institute
CFA

Susquehanna University
Bachelor of Science (B.S.) - Economics, Finance

Bob Wannemacher Bob Wannemacher Horsham, Pennsylvania Details
Bob Wannemacher's Wachovia Trust Experience March 2004 - December 2006
Job Internal Marketing Representative
Industry Insurance
Experience
Penn Mutual  2014 - Present
Wachovia Insurance Services  December 2006 - February 2010
Wachovia Trust   March 2004 - December 2006
Wachovia Insurance Services  August 1998 - March 2004
Penn Mutual Life Insurance Co  April 1988 - August 1998

Education
Shippensburg University of Pennsylvania   1984 — 1987
Psychology

Bucks County Community College   1981 — 1983
Liberal Arts

Gentry Byrnes Gentry Byrnes Tampa/St. Petersburg, Florida Area Details
Gentry Byrnes's Wachovia Trust Experience 2005 - 2010
Job Chief Fiduciary Officer at Raymond James Trust, NA
Industry Investment Management
Experience
Raymond James Trust, NA  January 2013 - Present
Wells Fargo  2010 - 2012
Wachovia Trust   2005 - 2010
Bank of America  2001 - 2005
Fisher & Sauls, PA   1994 - 2001

Skills
Estate Planning, Elder Law, Fiduciary Management, Trusts, Wills, Estate Administration, Asset Protection, High Net Worth..., Wealth Management, Trust Services, Wealth Management..., Estate Law, Financial Advisory, Fiduciary, Retirement Planning, Wealth, Risk Management, Investment Advisory, Asset Allocation, Securities, Series 7, Investment Management, Financial Planners, Investments, Retirement

Education
Stetson University College of Law   1991 — 1993
JD

Stetson University   1986 — 1990
BA, Pyschology/Business

Lea Booth Lea Booth Lansing, North Carolina Details
Lea Booth's Wachovia Trust Experience July 2006 - December 2010
Job Owner at Lea's Artwork
Industry Fine Art
Experience
Lea's Artwork   October 2011 - Present
Wells Fargo  January 2010 - August 2011
Wachovia Trust   July 2006 - December 2010
Wachovia Institutional Trust Services   September 2004 - March 2006
Wachovia, A Wells Fargo Company  April 1999 - September 2004
Wachovia Bank, N.A.   January 1999 - April 1999
Wachovia Bank, N.A.   January 1997 - January 1999
Wachovia Bank, N.A.   March 1995 - January 1997
Wachovia Bank, N.A.   July 1993 - March 1995

Skills
Spreadsheets, Access, Hiring, Compliance, Customer Service, Oil Painting, Acrylic Painting, Mixed Media, Photography, Learning and Development, Microsoft Excel, Microsoft Word, Adobe Creative Suite, Pastel, Sketching, Color Renderings, Trust Services, Project Coordination, Event Planning, Recruiting, Banking, Art, Fine Art, Teaching, Public Speaking, Research, Painting, Drawing, Editing, Blogging, Advertising, Creative Writing, Management, Staff Development, Process Improvement, Coaching, Project Management, Team Leadership, Leadership, Strategic Planning, Digital Photography, Business Analysis, Vendor Management, Training, Graphic Design, Performance Management, Illustration, Photoshop, Social Networking, Web Design

Education
ASTD   2009 — 2009
Certificate, Human Performance Improvement

ASTD   2003 — 2003
Certificate, Corporate Learning and Development

University of North Carolina at Greensboro   2000 — 2000
Certificate in the Progam for Management development, Bryan School of Business: Program for Management Development

High Point University   1990 — 1992
BS, Accounting, 3.82

University of North Carolina at Greensboro   1980 — 1982
English; Political Science; International Studies, 3.24

Ledford Senior High School   1977 — 1980
High School Diploma

Lia Sweeney, CPA Lia Sweeney, CPA Pompano Beach, Florida Details
Lia Sweeney, CPA's Wachovia Trust Experience 2005 - 2006
Job COO at Tellus, Inc.
Industry Computer Software
Experience
Tellus Healthcare   April 2013 - Present
Iron Bridge Tools  2008 - 2010
Cross Country Healthcare  2007 - 2007
Wachovia Trust   2005 - 2006
Nurse-on-Call of South Florida, Inc.   2003 - 2004
Mahoney Cohen Family Office Services   2001 - 2003
Sun-Sentinel  1996 - 2001
Carl's Furniture  1994 - 1996
Arvida  1993 - 1994
KPMG Peat Marwick  1990 - 1993

Skills
Accounting, Finance, Auditing, Financial Reporting, Management, Customer Service

Education
Nova Southeastern University
M.S., Management Information Systems

University of Florida
M.S., Accounting

University of Florida
B.S., Accounting

St. Thomas Aquinas