Wachovia Wealth Management

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Wachovia Wealth Management Employees

Employee
Years
Job
Industry
Lawrence Katz Lawrence Katz Boca Raton, Florida Details
Lawrence Katz's Wachovia Wealth Management Experience June 2004 - July 2009
Job Regional Private Banking Manager Palm Beach County at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank  August 2011 - Present
Wells Fargo Private Bank (successor to Wachovia Bank)   July 2009 - August 2011
Wachovia Wealth Management   June 2004 - July 2009
Wachovia Wealth Management   August 2002 - June 2004
Bank of America Private Bank (successor to Barnett Bank)   January 1997 - August 2002
Barnett Banks Inc  September 1994 - August 1997
Barnett Banks, Inc.   September 1991 - September 1994
Barnett Bank of Florida  April 1984 - September 1991

Skills
Investments, Insurance, Trusts, Credit, Team Leadership, Financial Services, Banking, Risk Management, Strategic Financial..., Strategy, Wealth Management, Finance, Financial Advisory, Leadership, Wealth Management..., Private Banking, Series 7, Management

Education
University of Florida - Warrington College of Business Administration   1982 — 1984
BSBA, Finance and Insurance

Clemson University   1980 — 1982

Christopher Swink Christopher Swink Tampa/St. Petersburg, Florida Area Details
Christopher Swink's Wachovia Wealth Management Experience December 2008 - November 2011
Job Senior Wealth Director, The Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management  September 2013 - Present
SunTrust Private Wealth Management  November 2011 - September 2013
Wachovia Wealth Management   December 2008 - November 2011
Wachovia Securities, LLC  June 2003 - December 2008
JPMorgan Chase  December 1999 - May 2003

Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Risk Management, Training, Portfolio Management, Finance, Wealth, Small Business, Investment Strategies, Management, Commercial Lending, Loans, Estate Planning, Investment Management, Private Banking, Wealth Management..., Mutual Funds, Series 7, Financial Planning

Education
Florida Southern College   1992 — 1996
Bachelor of Science, Psychology

University of South Florida
Financial Planning

Keith Dubauskas Keith Dubauskas West Palm Beach, Florida Area Details
Keith Dubauskas's Wachovia Wealth Management Experience 2001 - 2006
Job First Vice President Investments at Raymond James
Industry Investment Management
Experience
Raymond James  2013 - Present
BMO Private Bank  2008 - 2013
Citi Private Bank  2006 - 2008
Wachovia Wealth Management   2001 - 2006
Merrill Lynch Investment Managers  1994 - 2001
MacKay Shields  1989 - 1994
Goldman Sachs  1987 - 1989

Skills
Portfolio Management, Wealth Management, Asset Allocation, Equities, Investments, Securities, Trading, Investment Strategies, Fixed Income, Alternative Investments, Investment Management, Wealth Management..., Investment Advisory, Financial Advisory, Asset Management, High Net Worth..., Financial Markets, Technical Analysis, Mutual Funds, Bonds, Bloomberg, Equity Research, Private Banking, Personal Financial..., Series 7, Series 63, Series 65, Tactical Asset..., Risk Management, Finance, Hedge Funds, ETFs, Hedging, Capital Markets

Education
New York University - Leonard N. Stern School of Business   1992 — 1997
MBA, Finance

Fairfield University   1983 — 1987
BS, Finance

Tara L. Fontaine Tara L. Fontaine Greater Philadelphia Area Details
Tara L. Fontaine's Wachovia Wealth Management Experience 2007 - 2010
Job Executive Assistant at Kravco Company LLC
Industry Real Estate
Experience
Kravco Company LLC  June 2011 - Present
Citi Private Bank  2010 - 2011
Wachovia Wealth Management   2007 - 2010
ARAMARK  March 2003 - September 2007

Skills
Office Management, Event Management, Outlook, Administrative..., Event Planning, Social Media, Process Scheduler, Relocation, Office Administration, Travel Arrangements, Sellers, Notary Public, Leases, Calendaring, Project Management, Contract Negotiation, Public Relations, Management, Onboarding, Human Resources, PowerPoint, Microsoft Office, Customer Service, Microsoft Excel

Education
University of Phoenix   2003 — 2005
Business Administration, Management and Operations

Lansdale School of Business   1997 — 1999

Mary Nutt Mary Nutt Boca Raton, Florida Details
Mary Nutt's Wachovia Wealth Management Experience January 2002 - September 2008
Job CFO Schmidt Companies & Schmidt Family Foundation
Industry Financial Services
Experience
Schmidt Companies & Schmidt Family Foundation   April 2015 - Present
Rimar Properties at Del Mar LLC   February 2014 - Present
MCC Financial Consulting   February 2010 - Present
Commercial Real Estate Women (CREW), Orlando   January 2004 - January 2011
Mercantile Bank  September 2008 - January 2010
Leadership Winter Park   2009 - 2010
Wachovia Wealth Management   January 2002 - September 2008
Regent Hotel & Casino   March 1999 - May 2001
Fiesta Casino & Hotel   May 1997 - February 1999
Hard Rock Hotel & Casino - Las Vegas  May 1995 - April 1997

Skills
Strategic Financial..., Banking, Insurance, Finance, Marketing Strategy, Small Business, Investments, Small Business Lending, Retirement Planning, Management, Budgets, Strategic Partnerships, Commercial Banking, Loans, Team Building, Leadership, Commercial Lending, Risk Management, CRM, Wealth Management..., Credit, Financial Services, Wealth Management, Advertising, Real Estate, Sales, Business Development, Underwriting, Treasury Management, Retirement, Private Banking, Financial Advisory, Financial Analysis, Credit Analysis, Asset Management, Wealth, Portfolio Management, Accounting, Mortgage Lending, Sales Management, Series 7, Marketing Communications, Internal Controls, Investment Management, Mutual Funds, Fixed Annuities, Series 63, Cash Management, Consumer Lending, Loan Origination

Education
Winter Park Leadership Class XX   2010 — 2011
Leadership, Organizational Leadership

University of Nevada Las Vegas Lee Business School   1985 — 1990
Accounting, Business Administration Dual Major- Finance & Accounting

Atlantic Foundation for the Performing Arts   1970 — 1978
Ballet dancer, Dance

Darrin Hoffman, CFP® Darrin Hoffman, CFP® Greater Philadelphia Area Details
Darrin Hoffman, CFP®'s Wachovia Wealth Management Experience 2005 - 2007
Job Senior Investment ConsultantInstitutional 401k at Bank of America Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch  2012 - Present
Merrill Lynch  2009 - 2012
Vantage Point Advisors   2008 - 2008
Wachovia Wealth Management   2005 - 2007
Oppenheimer & Co.   1997 - 2005
Oppenheimer & Co.   1997 - 2005
Oppenheimer & Co.   1997 - 2001
Oppenheimer & Co.   1988 - 1997

Skills
Defined Contribution, Due Diligence, Asset Allocation, Investment Strategies, Institutional..., Equities, Fixed Income, International Strategies, Wealth Management, Portfolio Management, Asset Management, Series 7, Series 9 &10, Series 63, Series 65, Licensed to Sell..., Certified Financial..., 401k, Alternative Investments, Investment Management

Education
Drexel University
Bachelor of Science (B.S.), Commerce and Engineering

Tommy Mayes Tommy Mayes Greensboro, North Carolina Details
Tommy Mayes's Wachovia Wealth Management Experience 2000 - 2006
Job Executive Advisor at SunGate Capital LLC
Industry Management Consulting
Experience
SunGate Capital LLC   January 2015 - Present
Prosperity Venture Partners   January 2014 - Present
Synergy Trust Company   July 2013 - Present
Piedmont Capital Management   July 2010 - December 2013
Piedmont Trust Company  July 2009 - December 2013
Calibre / Wells Fargo Family Wealth   April 2006 - June 2009
Wachovia Wealth Management   2000 - 2006

Skills
Change Leadership, Business Strategy, Strategic Consulting, Strategic Planning, Governance, Wealth Management, Investments, Marketing Strategy, Finance, Strategic Financial..., Leadership, Financial Analysis, Coaching, Management Consulting, Estate Planning, Alternative Investments, Wealth Management..., Wealth, Investment Advisory, Strategy, CRM, Portfolio Management, Management, Mergers & Acquisitions, High Net Worth..., Asset Allocation, Change Management, Financial Planning, Private Equity, Asset Management, Strategic Partnerships, Consulting

Education
Wake Forest University   1984 — 1988
Bachelor of Science, Babcock School of Management

The London School of Economics and Political Science (LSE)   1991 — 1991
European Economic Integration

College for Financial Planning   1997 — 1998
CFP, Financial Planning

Mo Hallaba Mo Hallaba New York, New York Details
Mo Hallaba's Wachovia Wealth Management Experience June 2004 - August 2004
Job Buyside M&A at SMBC
Industry Financial Services
Experience
Sumitomo Mitsui Banking Corporation  May 2013 - Present
Banco Santander  October 2009 - October 2012
Merrill Lynch  July 2007 - December 2008
Merrill Lynch  June 2006 - August 2006
Citi  July 2005 - August 2005
Wachovia Securities  June 2005 - July 2005
Wachovia Wealth Management   June 2004 - August 2004

Skills
Valuation, Financial Modeling, Sell Side, Equity Research, Equities, Investment Banking, Bloomberg, Investments, Private Equity, Corporate Finance, Alternative Investments, Finance, Mergers & Acquisitions, Financial Analysis, Banking, Analysis, Risk Management

Education
Boston College   2003 — 2007
BS in Management, Honors, Finance, Corporate Reporting & Analysis

Boston College, Carroll School of Management   2003 — 2007
B.Sc, Management; Finance and Corporate Reporting & Analysis

American School of Warsaw   2001 — 2003
HS

Charles Hanna Charles Hanna West Palm Beach, Florida Area Details
Charles Hanna's Wachovia Wealth Management Experience 2003 - 2007
Job Client Advisor at SunTrust Bank
Industry Banking
Experience
SunTrust Bank  December 2007 - Present
Wachovia Wealth Management   2003 - 2007
Collins Brown Caldwell   2002 - 2003

Skills
High Net Worth..., Estate Planning, Trusts, Trust Services, Wealth Management, Private Banking, Estate Tax Planning, Succession Planning, Strategic Financial..., Trust Management, Private Wealth..., Asset Protection, Tax

Education
University of Florida - Fredric G. Levin College of Law   2001 — 2002
LLM, Taxation

Widener University School of Law   1991 — 1994
JD, Law

Temple University   1987 — 1990
BA, Political Science

Patrick Thompson, CFP Patrick Thompson, CFP United States Details
Patrick Thompson, CFP's Wachovia Wealth Management Experience June 2006 - August 2009
Job Analyst, Asset Management at Abbot Downing
Industry Investment Management
Experience
Abbot Downing  March 2015 - Present
Abbot Downing  January 2013 - March 2015
Abbot Downing  November 2010 - December 2012
Wells Fargo  August 2009 - October 2010
Wachovia Wealth Management   June 2006 - August 2009
Wachovia Wealth Management   September 2003 - May 2006

Skills
Asset Management, Portfolio Management, Wealth Management, Investments, Equities, Financial Analysis, Investment Strategies, Asset Allocation, Financial Planning, Financial Services

Education
University of North Carolina at Chapel Hill   2013 — 2015
Master of Business Administration (MBA) Candidate, Concentration in Investment Management

Florida State University   1998 — 2003
Bachelor of Science (B.S.), Finance, Minor Computer Science

Passed Level II of the CFA Program

Blair Young Blair Young Wilmington, North Carolina Area Details
Blair Young's Wachovia Wealth Management Experience 1996 - 2003
Job Sales Manager, TowneBank Mortgage, NMLSR 450501, 9105403299
Industry Financial Services
Experience
TowneBank Mortgage  September 2013 - Present
Wells Fargo  August 2003 - September 2013
Wachovia  1998 - 2003
Wachovia Wealth Management   1996 - 2003

Skills
Mortgage Lending, Refinance, Investment Properties, Real Estate, Wealth Management, Mortgage Banking, FHA, Loan Origination, Loans, Residential Mortgages, Credit, VA loans, FHA financing, USDA, Credit Analysis, Construction Loans, Certified Mortgage..., Government Loans, Mortgage Underwriting, Banking, Commercial Lending, Consumer Lending, Certified Financial..., Real Estate Financing, Mortgage Servicing, Underwriting, Home Equity Lines of..., First Time Home Buyers, Small Business Lending, Loan Servicing, Non-Conforming, Loss Mitigation, Investments, REO, Real Estate Economics, Foreclosures, FHA Financing, VA Loans

Education
Queens University of Charlotte   2002 — 2003
CFP, College of Financial Planning

Clemson University   1987 — 1991
BS, Business Administration

Adam Burch, CIMA Adam Burch, CIMA Baltimore, Maryland Area Details
Adam Burch, CIMA's Wachovia Wealth Management Experience January 2001 - January 2006
Job Managing Director, Market Investment Director at U.S. Trust
Industry Investment Management
Experience
U.S. Trust   June 2013 - Present
U.S. Trust   February 2006 - Present
Wachovia Wealth Management   January 2001 - January 2006
Morgan Stanley Dean Witter  March 1998 - November 1999

Skills
Asset Allocation, Alternative Investments, Wealth Management, Portfolio Management, Asset Managment, Hedge Funds, Equities, Investment Advisory, Estate Planning, Strategic Financial..., High Net Worth..., Trust Services, Private Equity, Finance, Asset Management, Investment Management, Investment Strategies, Investments, Mutual Funds

Education
Mount St. Mary's University   1995 — 1997
MBA, Business

Mount St. Mary's University   1991 — 1995
BA, Political Science

Loyola Blakefield   1987 — 1991
HS

George M. Scooter Smith George M. Scooter Smith Dallas/Fort Worth Area Details
George M. Scooter Smith's Wachovia Wealth Management Experience October 2004 - March 2009
Job Regional Managing Director Texas, Florida and Arizona at Comerica Bank
Industry Banking
Experience
Comerica Bank  September 2014 - Present
Comerica Bank  November 2010 - September 2014
Whitney National Bank  March 2009 - November 2010
Wachovia Wealth Management   October 2004 - March 2009
Bank of America  November 1999 - October 2004
Bank of America  June 1995 - November 1999
Texas Commerce Bank  May 1984 - May 1995

Skills
Commercial Lending, Banking, Portfolio Management, Wealth Management, Financial Services, Private Banking, Loans, Wealth, Financial Analysis, Investments, Commercial Banking, Securities, Small Business Lending, Mutual Funds, Series 7, Equities, Fixed Income, Credit Analysis

Education
University of Rochester - William E. Simon Graduate School of Business Administration   1982 — 1984
MBA, Finance, Accounting & Economics

Washington and Lee University   1974 — 1978
BS, Business Administration

St. John's School   1970 — 1974

Diane McLaughlin Wimbrow Diane McLaughlin Wimbrow West Palm Beach, Florida Area Details
Diane McLaughlin Wimbrow's Wachovia Wealth Management Experience September 1998 - January 2006
Job Waterfront Yacht Sales
Industry Maritime
Experience
Waterfront Yacht Sales   April 2015 - Present
Gilman Yachts of Fort Lauderdale   January 2012 - April 2015
Comerica  May 2009 - November 2011
Family First Financial Planning   January 2008 - December 2008
Calibre, Wachovia Family Office   January 2006 - June 2007
Wachovia Wealth Management   September 1998 - January 2006
Barnett Banks  January 1984 - September 1998

Skills
Wealth Management, Private Banking, Wealth Management..., Asset Allocation, Banking, Loans, Finance, Estate Planning, Financial Services, Strategy, High Net Worth..., Investment Management

Education
University of Florida - Warrington College Of Business   1979 — 1983
Bachelor of Science in Business Administration, Finance Major

Harrison Stone, Jr Harrison Stone, Jr Baltimore, Maryland Area Details
Harrison Stone, Jr's Wachovia Wealth Management Experience 2004 - 2006
Job General Counsel at ConnectYourCare
Industry Law Practice
Experience
ConnectYourCare  July 2013 - Present
Miles & Stockbridge P.C.   April 2012 - July 2013
Innurvation, Inc   July 2006 - June 2010
Wachovia Wealth Management   2004 - 2006
Thomas & Libowitz, P.A.   2001 - 2006
Wheat First Securities  1992 - 1993

Skills
Estate Planning, General Corporate, Start-ups, Tax, Investments, Securities, Contract Negotiation, Corporations, Licensing, Real Estate Transactions, Corporate Law, Litigation, Small Business, Legal Writing, Civil Litigation, Legal Research, Strategic Planning, Mergers & Acquisitions, Due Diligence

Education
University of Baltimore School of Law   1999 — 2002
JD, business law & taxation

Hobart and William Smith Colleges   1986 — 1990
BA, English Language and Literature/Letters

St Pauls School for Boys   1974 — 1986
High School Diploma, College Prep

Nicole Adler, JD, CFP ® Nicole Adler, JD, CFP ® Greater New York City Area Details
Nicole Adler, JD, CFP ®'s Wachovia Wealth Management Experience May 2008 - February 2010
Job Wealth Planning Strategist at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank  October 2010 - Present
RegentAtlantic Capital, LLC  January 2010 - October 2010
Wachovia Wealth Management   May 2008 - February 2010
Geller & Co.   June 2007 - October 2007
The MDE Group, Inc  October 2000 - June 2007

Education
Rutgers University School of Law - Newark   2005 — 2009
JD, Law

Bucknell University   1995 — 1999
BA, Economics

The Mercersburg Academy
College Prep

Piero Wemyss Piero Wemyss Orange County, California Area Details
Piero Wemyss's Wachovia Wealth Management Experience 2008 - 2009
Job Loan Consultant at Farmers & Merchants Bank NMLSR ID 482940
Industry Banking
Experience
Farmers & Merchants Bank of Long Beach  September 2014 - Present
Wells Fargo  February 2014 - August 2014
Home Services Lending, LLC   October 2011 - January 2014
Bank of America  November 2009 - October 2011
Wachovia Wealth Management   2008 - 2009
Wilmington Trust  2006 - 2008
Northern Trust  2004 - 2006
WTAS  2003 - 2004

Skills
Non-profit Board..., Endowment Funds, Credit Analysis, Strategic Planning, Business Development, Mortgage Lending, Real Estate, Investment Properties, Banking, Investments, Credit, Financial Analysis, Finance, Portfolio Management, Loan Origination

Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management   1990 — 1992
MBA, Strategic Management

Cal Poly Pomona   1983 — 1988
BS, Finance

Gordon K. Anthony, CFP® Gordon K. Anthony, CFP® Palm Beach, Florida Details
Gordon K. Anthony, CFP®'s Wachovia Wealth Management Experience September 2001 - January 2009
Job Senior Private Banker / Senior Vice President
Industry Financial Services
Experience
Wells Fargo Private Bank  January 2009 - Present
Wachovia Wealth Management   September 2001 - January 2009
First Union  May 1996 - August 2001

Skills
Certified Financial..., Wealth Management..., Consumer Lending, Commercial Lending, Estate Planning, Asset Allocation, Investment Advisory, Series 7 License, Life Insurance License, Investments, Mortgage Lending, Uniform Combined State..., Private Banking, Series 7, Retirement Planning, Series 63, High Net Worth..., Life Insurance, Investment Strategies, Wealth, Securities, Portfolio Management, Finance

Education
Palm Beach Atlantic University
Bachelor of Science

Nan Robbins Nan Robbins Greensboro/Winston-Salem, North Carolina Area Details
Nan Robbins's Wachovia Wealth Management Experience June 2003 - August 2004
Job Marketing Manager at B/E Aerospace
Industry Aviation & Aerospace
Experience
B/E Aerospace  September 2014 - Present
B/E Aerospace - Seating Products   April 2012 - September 2014
B/E Aerospace - Seating Products   May 2010 - March 2012
Crobar Creative Leverage  November 2006 - November 2008
Rheem Air Conditioning - Replacement Parts Division   January 2005 - November 2006
Wachovia Wealth Management   June 2003 - August 2004
Amarr Garage Doors  October 1998 - December 2001

Skills
Marketing, Product Development, Sales, Strategic Planning, Management, Advertising, Account Management, Team Building

Education
High Point University   2002 — 2003
MBA

Western Carolina University   1993 — 1997

Elizabeth Brown, CFP® Elizabeth Brown, CFP® Tampa/St. Petersburg, Florida Area Details
Elizabeth Brown, CFP®'s Wachovia Wealth Management Experience November 2006 - October 2007
Job Securities Based Lending Banker at Raymond James Bank
Industry Investment Management
Experience
Raymond James Bank  April 2015 - Present
Transamerica Retirement Solutions  April 2012 - April 2015
Merrill Lynch  July 2010 - January 2013
Lighthouse of Pinellas  October 2012 - October 2012
UPARC Foundation   October 2007 - October 2012
BB&T Wealth Management  October 2007 - July 2010
BOD of The Arts Center   2007 - 2009
Wachovia Wealth Management   November 2006 - October 2007
Bank of America  August 1981 - October 2006
Barnett bank of PINELLAS   1978 - 1981

Skills
Wealth Management, Series 7, Estate Planning, Retirement Planning, Portfolio Management, Commercial Lending, Investments, Strategic Financial..., Wealth Management..., Investment Advisory, Loans, Banking, High Net Worth..., Wealth, Retirement

Education
Florida Southern College   1979 — 1981
BS, Finance / Psychology

Greg Hartenhoff Greg Hartenhoff Miami/Fort Lauderdale Area Details
Greg Hartenhoff's Wachovia Wealth Management Experience 2002 - 2005
Job CFO & General Manager at Tradewinds Engine Services, LLC.
Industry Airlines/Aviation
Experience
Tradewinds Engine Services, LLC.   July 2005 - Present
Wachovia Wealth Management   2002 - 2005
Cav-Air, Inc.   1999 - 2002

Skills
Wealth Management, Certified Financial..., Contract Negotiation, Airlines, Mergers & Acquisitions, Financial Reporting, Commercial Aviation, Aircraft, Aerospace, Due Diligence, Accounting, Executive Management, Aircraft Maintenance, Auditing

Education
College for Financial Planning   1996 — 1998
Certified Financial Planner, Financial Planning and Services

Florida State University - College of Business   1980 — 1985
Bachelor of Science, Finance

Joshua D. Jordan, CPA, MBA Joshua D. Jordan, CPA, MBA West Palm Beach, Florida Area Details
Joshua D. Jordan, CPA, MBA's Wachovia Wealth Management Experience September 2006 - Present
Job Relationship Manager / Vice President with Wachovia Wealth Management, a Wells Fargo Company
Industry Banking
Experience
Wachovia Wealth Management   September 2006 - Present
Grant Thornton, LLP  2005 - 2006
WTAS, Inc.   December 2003 - August 2005

Education
Palm Beach Atlantic University
MBA, Finance

Palm Beach Atlantic University
B.S., Accounting and Finance

Suzanne Holmes, CFP®, CAP® Suzanne Holmes, CFP®, CAP® Palm Beach, Florida Details
Suzanne Holmes, CFP®, CAP®'s Wachovia Wealth Management Experience December 2001 - April 2008
Job Senior Vice President and Senior Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management  2008 - Present
Wachovia Wealth Management   December 2001 - April 2008
First Union  August 1988 - December 1998

Education
University of Delaware   1964 — 1970
BA - 1967, MA - 1970, Spanish and French Languages and Literature

University of Delaware   1964 — 1970
Bachelor's degree 1967 and Master's degree 1970, Spanish and French Language and Literature

Laura F Burke Laura F Burke Greater New York City Area Details
Laura F Burke's Wachovia Wealth Management Experience August 2005 - November 2006
Job Director, Customer Service at Bare Necessities
Industry Apparel & Fashion
Experience
Bare Necessities  May 2012 - Present
LUV4HUMANity   October 2009 - Present
Wells Fargo Private Bank  January 2010 - October 2011
Wells Fargo Private Bank  November 2006 - January 2010
Wachovia Wealth Management   August 2005 - November 2006
Wachovia Bank  June 2002 - August 2005

Skills
Wealth Management

Education
University of Connecticut   1998 — 2002
BS, Finance, Spanish

James Caldwell High School   1994 — 1998

Howard S. Haber, CFP® Howard S. Haber, CFP® Boston, Massachusetts Details
Howard S. Haber, CFP®'s Wachovia Wealth Management Experience January 2004 - June 2004
Job Owner/President Apollo Wealth Management, Ltd.
Industry Financial Services
Experience
Apollo Wealth Management, Ltd.   June 2004 - Present
Arcadia University, Ursinus College, Moravian College, Cedar Crest College and Montco CC   September 2002 - December 2008
Wachovia Wealth Management   January 2004 - June 2004
AMG National Trust Bank  September 1996 - December 2003

Skills
Estate Planning, Financial Planning, Investments, Wealth Management, Tax, Retirement, Asset Management, Insurance, Retirement Planning, Investment Advisory, Portfolio Management, Asset Allocation, Mutual Funds, 401k, Succession Planning, Securities, Risk Management, Employee Benefits, Long Term Care, Financial Analysis, Public Speaking, Small Business, Disability Insurance, Investment Strategies, Bonds, Strategic Financial..., Finance, Corporate Finance, Wealth, Financial Advisory, Investment Management

Education
Montclair State University   1998 — 2000
MBA, Finance

Penn State University   1990 — 1994
BS, Economics

College for Financial Planning
CFP® (Certified Financial Planner)

Frank O'Brien Frank O'Brien Greenville, South Carolina Area Details
Frank O'Brien's Wachovia Wealth Management Experience September 2004 - August 2006
Job Wealth Advisor
Industry Investment Management
Experience
TD Bank  May 2014 - Present
TD Wealth Management  July 2013 - May 2014
WHM Capital Advisors   January 2013 - June 2013
WHM Capital Advisors 864-918-4291   May 2011 - January 2013
SunTrust Bank  September 2006 - April 2011
Wachovia Wealth Management   September 2004 - August 2006

Skills
Commercial Lending, Wealth Management..., Investment Banking, Credit Analysis, Commercial Banking, Small Business Lending, Portfolio Management, Investments, Asset Allocation

Education
University of North Carolina at Chapel Hill   1982 — 1986
BA, Economics

Laura Sammons Laura Sammons Charlotte, North Carolina Details
Laura Sammons's Wachovia Wealth Management Experience January 2008 - April 2010
Job Broker/Realtor at HM Properties
Industry Real Estate
Experience
HM Properties  August 2013 - Present
Charlotte Roofing Specialists , LLC   April 2010 - August 2013
Wachovia Wealth Management   January 2008 - April 2010

Skills
Real Estate

Education
University of North Carolina at Chapel Hill   1998 — 2002

Tony Strong Tony Strong Sarasota, Florida Area Details
Tony Strong's Wachovia Wealth Management Experience 2005 - 2008
Job Relationship Management I Business Development I Wealth Management
Industry Financial Services
Experience
Relationship Velocity   2014 - April 2015
The Centers.  December 2013 - July 2014
Fiduciary Trust International  2008 - 2012
Wachovia Wealth Management   2005 - 2008
Bank of America  2004 - 2005
Merrill Lynch  1993 - 2002

Skills
Relationship Management, Wealth Management..., Business Development, Mergers & Acquisitions, Trusts, Investment Advisory, Portfolio Management, Wealth Management, Financial Planning, Executive Management, Strategic Planning

Education
Lynchburg College
Bachelor's degree, Lynchburg, VA

Westminster School
Simsbury, CT

Christina Kramer Christina Kramer Greater Atlanta Area Details
Christina Kramer's Wachovia Wealth Management Experience 2006 - 2007
Job Compliance Officer/Associate Vice President/Investment Advisor Representative
Industry Financial Services
Experience
Primerica  March 2012 - Present
Renegar-Driggers Machinery   2008 - Present
MacKenzie Young Advisors   2008 - March 2012
Edward Jones  2007 - 2008
Wachovia Wealth Management   2006 - 2007
SunTrust Investment Services  2001 - 2004

Skills
Strategic Financial..., Investments, Portfolio Management, Finance, Banking, Financial Analysis, Financial Reporting, Insurance, Management, Investment Banking, Financial Services, Investment Advisory, Financial Advisory, Investment Advisory..., Asset Allocation

Education
Georgia State University - J. Mack Robinson College of Business   2009 — 2011
MBA, General Business with an emphasis in Finance

The University of Tennessee at Chattanooga   2002 — 2004
Masters, Elementary Education

The University of Tennessee at Chattanooga   1997 — 2001
B.S., Finance

Steven Sacramone, JD Steven Sacramone, JD Barnstable/Yarmouth, Massachusetts Area Details
Steven Sacramone, JD's Wachovia Wealth Management Experience January 2008 - January 2010
Job Experienced Trust Officer and Private Banker with Law Degree
Industry Banking
Experience
Chase Investment Services Corp.  January 2010 - January 2013
Wachovia Wealth Management   January 2008 - January 2010
Bank of America  January 2004 - February 2008
Citigroup Trust Services   2000 - 2004

Skills
Wealth Management, Investments, Strategic Financial..., Asset Allocation, Portfolio Management, Investment Strategies, Alternative Investments, Wealth Management..., Banking, Hedge Funds, Private Equity, Financial Services, Finance, CRM, Financial Planning

Education
Thomas Jefferson School of Law   1994 — 1998
Juris Doctorate, Law

MidAmerica Nazarene University   1993 — 1994
Bachelors, Business

Heather Mount Heather Mount Greater New York City Area Details
Heather Mount's Wachovia Wealth Management Experience April 2004 - March 2006
Job Compliance Officer at Samlyn Capital, LLC
Industry Financial Services
Experience
Samlyn Capital, LLC  June 2014 - Present
Kinetic Partners US LLP   April 2012 - June 2014
Citi Private Bank  November 2010 - November 2011
Wells Fargo Bank / Wachovia - Legal Specialty Group   March 2007 - November 2010
CIT Debt Capital Markets   March 2006 - February 2007
Wachovia Wealth Management   April 2004 - March 2006

Skills
Private Banking, Wealth Management, Asset Management, Credit, Capital Markets, Hedge Funds, Series 7, Alternative Investments, Asset Allocation, Portfolio Management, Investments, Derivatives, FX, Cash Management, Investment Advisory, Bloomberg, AML, Equities, Asset Managment

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2001 — 2003
MBA, Finance and Marketing

Oberlin College   1989 — 1993
BA, Russian Studies

Kalah Martre, CFP® Kalah Martre, CFP® Atlanta, Georgia Details
Kalah Martre, CFP®'s Wachovia Wealth Management Experience 2005 - 2010
Job Relationship Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  April 2010 - Present
Wachovia Wealth Management   2005 - 2010
Iron Stone Bank   January 2001 - September 2004

Education
Georgia State University   1988 — 1993
Bachelors

Chip Webster Chip Webster Cincinnati Area Details
Chip Webster's Wachovia Wealth Management Experience November 2004 - June 2008
Job Wealth Management Professional
Industry Investment Management
Experience
Morgan Stanley Smith Barney  March 2011 - January 2012
Oak River   March 2009 - December 2010
Wachovia Wealth Management   November 2004 - June 2008
Bank of America Private Bank  2000 - 2004
Fifth Third Bank  1997 - 1999

Education
University of Cincinnati
BS, Economics

Angela Lovely Angela Lovely Greater New York City Area Details
Angela Lovely's Wachovia Wealth Management Experience March 2008 - Present
Job Wealth Relationship Officer at Wachovia Wealth Management
Industry Financial Services
Experience
Wachovia Wealth Management   March 2008 - Present
Northwestern Mutual Financial Network  October 2000 - March 2008

Education
State University of New York College at Oneonta   1981 — 1982
BS, Psychology

Hartwick College   1978 — 1981
BS, Psychology

Guy Wentink Guy Wentink Greensboro/Winston-Salem, North Carolina Area Details
Guy Wentink's Wachovia Wealth Management Experience September 2003 - December 2009
Job
Industry Financial Services
Experience
Wells Fargo Home Mortgage  January 2011 - Present
Wells Fargo Home Mortgage  January 2010 - January 2011
Wachovia Wealth Management   September 2003 - December 2009

Skills
Database Marketing, Risk Management, Customer Service, Microsoft Office, Strategy, Strategic Planning, Business Analysis, Team Building, Leadership Development, Banking

Education
UNC Chapel Hill   1980 — 1983
Bachelor of Applied Science (B.A.Sc.), Geology/Earth Science, General

Western Carolina University   1978 — 1980

Jennifer Light, CAPM Jennifer Light, CAPM Greater Los Angeles Area Details
Jennifer Light, CAPM's Wachovia Wealth Management Experience December 2007 - March 2010
Job AVP, Project Manager at City National Bank
Industry Financial Services
Experience
City National Bank  March 2014 - Present
City National Bank  March 2010 - February 2014
Wachovia Wealth Management   December 2007 - March 2010
Bank of America  July 2002 - December 2007
Universal Access  2000 - 2002

Skills
Banking, CRM, Leadership, Budgets, Relationship Management, Private Banking, Event Management, Training, Financial Services, Finance, High Net Worth..., Marketing, Team Building, Customer Service, Administrative..., New Business Development, Project Management, Account Management, Business Development, Wealth Management..., Process Improvement, Customer Experience, Recruiting

Education
University of California, Los Angeles
Project Management

San Francisco State University
Project Management

Roosevelt University
Hospitality Management

David Haggard CFA David Haggard CFA Greater Atlanta Area Details
David Haggard CFA's Wachovia Wealth Management Experience January 2001 - January 2006
Job Senior Investment Advisor at Atlanta Capital Group
Industry Investment Banking
Experience
Atlanta Capital Group  September 2015 - Present
Piedmont Energy Consortium   January 2014 - September 2015
Piedmont Private Equity LLC   June 2012 - February 2015
Oppenheimer & Co.   May 2009 - June 2012
Stanford Group Company  January 2006 - May 2009
Wachovia Wealth Management   January 2001 - January 2006
Wachovia Private Banking   May 1998 - December 2000

Skills
Private Equity, Tax, Banking, Capital Markets, Strategic Financial..., Finance, Retirement Planning, Funding, Investment Banking, Investment Strategies, Tax Credits, Tax Equity, Hedge Funds, Wealth Management, Mutual Funds, Investments, Investment Advisory, Financial Services, Asset Managment, Portfolio Management, Financial Planning, Asset Management

Education
Millsaps College   1987 — 1989
MBA, Finance

Mississippi State University   1981 — 1985
BBA, Business Information Systems & Quantitative Analysis

Stacy Bone, CFP®, NMLSR ID 742688 Stacy Bone, CFP®, NMLSR ID 742688 Greater New York City Area Details
Stacy Bone, CFP®, NMLSR ID 742688's Wachovia Wealth Management Experience March 2008 - December 2009
Job Senior Vice President, Private Client Manager at U.S. Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
U.S. Trust, Bank of America Private Wealth Management   May 2015 - Present
Wells Fargo Private Bank  January 2010 - May 2015
Wachovia Wealth Management   March 2008 - December 2009
Wachovia Wealth Management   January 2004 - February 2008
Deloitte  September 1997 - December 2003
Deloitte  August 1992 - August 1997
Maison Portier Et Fils & Co.   August 1990 - July 1992
McGarrahan & Heard   June 1987 - August 1988

Education
The University of South Dakota   1989 — 1990
MBA, Management

The University of South Dakota   1985 — 1989
BS, Business Administration

The College for Financial Planning

Timothy Parker, CFA, ADPA Timothy Parker, CFA, ADPA Orlando, Florida Details
Timothy Parker, CFA, ADPA's Wachovia Wealth Management Experience April 2005 - Present
Job SVP Senior Investment Strategist at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank  April 2005 - Present
Wachovia Wealth Management   April 2005 - Present
BBVA Compass Bank  May 1999 - April 2005
Florida State Board of Administration  April 1992 - May 1999

Skills
Wealth Management, Investments, Asset Allocation, Alternative Investments, Endowments, Portfolio Management, Financial Planning, Fixed Income, Private Banking, Investment Strategies, Retirement Planning, Trading, Bloomberg, Asset Management, Wealth Management..., Investment Advisory

Education
University of South Alabama   1977 — 1983
BS Accounting, Accounting and Finance

John (J.T.) Scully John (J.T.) Scully Washington D.C. Metro Area Details
John (J.T.) Scully's Wachovia Wealth Management Experience February 2009 - June 2010
Job Regional Director
Industry Financial Services
Experience
jtscully.md@gmail.com   December 2010 - June 2012
Wizard Wall & Cling Photo   August 2010 - December 2010
Wachovia Wealth Management   February 2009 - June 2010
Convergent Wealth Advisors  November 2001 - October 2008
Bernstein Global Wealth Management  March 1998 - April 2001
Paine Webber  1995 - 1998
Spectrum Capital Group   1991 - 1994
Carey Financial Corporation   1987 - 1991

Education
Archmere Academy

Temple University - Fox School of Business and Management
MBA, Finance

University of Delaware - Lerner College of Business and Economics
BS, Business Administration

Tom Worth, III Tom Worth, III Charlotte, North Carolina Area Details
Tom Worth, III's Wachovia Wealth Management Experience August 2002 - April 2003
Job
Industry Financial Services
Experience
Defender Capital   October 2014 - Present
Tom Worth   August 2013 - Present
Harris, Crouch, Long, Scott & Miller   August 2004 - October 2013
Wachovia Wealth Management   August 2002 - April 2003
Carolinas Healthcare System  February 1997 - January 2000

Skills
Needs Analysis, Estate Planning, Risk Management, Wealth, Sales Presentations, Wealth Management, Conflict Resolution, Asset Allocation, Retirement Planning, Strategic Planning, Employee Benefits, Life Insurance, Portfolio Management, Succession Planning, Management, Negotiation, Series 7, Relationship Management, Small Business, Strategic Financial..., Insurance, Retirement, Series 6, Underwriting, Finance, Series 63, Asset Management, Financial Services, Mutual Funds, 401k, Cross Selling, Investments

Education
North Carolina State University   1991 — 1994
Bachelor of Arts, English

University of St. Andrews   1990 — 1991
English, Economics, Social Anthropology

Wake Forest University   1989 — 1990

Broughton High School   1985 — 1989

Virginia Vich Virginia Vich Miami, Florida Details
Virginia Vich's Wachovia Wealth Management Experience July 2002 - October 2005
Job Banker at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan   September 2013 - Present
Wells Fargo  May 2007 - September 2013
Wachovia Bank  October 2005 - May 2007
Wachovia Wealth Management   July 2002 - October 2005

Skills
Series 63, Cross Selling, Investments, Mortgage Banking, Retirement Planning, Strategic Financial..., Loan Origination, Wealth Management, Private Banking, Series 7, Licensed Life Insurance..., Client Development, Client Centered, Series 6, Brokerage, Trusted Advisor, Excellent Client..., Highly motivated,..., Microsoft Office, Excellent written and..., High Net Worth..., Relationship Management, Real Estate Financing, Home Equity Lines of..., Life Insurance, Investment Management, Fixed Income, Refinance, Residential Mortgages, Wealth, Financial Services, Finance, Asset Management, Credit Risk, Asset Allocation, Deposits, Investment Strategies, Insurance, Cash Flow Lending, Banking Relationships, Financial Advisory, Mutual Funds, Securities, Investment Advisory, Asset Based Lending, Alternative Investments, Equities, Retirement, Capital Markets, Investment Banking

Education
Barry University   2003 — 2004
Certified Financial Planner™ Certification

Florida International University - College of Business Administration   1997 — 2001
Bachelor of Business Administration (BBA), Business Administration and Management, General

Our Lady of Lourdes Academy   1993 — 1997
High School Diploma

Lesley Wilfong Lesley Wilfong Greensboro, North Carolina Details
Lesley Wilfong's Wachovia Wealth Management Experience May 2008 - July 2008
Job Solutions Specialist at Old Dominion Freight Line
Industry Transportation/Trucking/Railroad
Experience
Old Dominion Freight Line  August 2013 - Present
Old Dominion Freight Line  August 2011 - August 2013
Wachovia Wealth Management   May 2008 - July 2008

Skills
Account Management, Customer Service, Sales Management, Sales, Operations Management, Team Building, Microsoft Excel, Marketing Strategy, Logistics, PowerPoint, Strategic Planning, Inventory Management, Freight, Transportation..., LTL

Education
University of North Carolina at Chapel Hill   2007 — 2011
Bachelor of Science (BS), Business Administration

Louis R Fevrin Louis R Fevrin Greater Philadelphia Area Details
Louis R Fevrin's Wachovia Wealth Management Experience August 2004 - April 2009
Job Louis Fevrin Insurance Agency
Industry Financial Services
Experience
Allstate  May 2015 - Present
Allstate Financial Services, LLC  April 2013 - Present
Vision Planning Group LLC   January 2010 - April 2013
Ameriprise Financial Services, Inc.   2009 - January 2010
Wachovia Wealth Management   August 2004 - April 2009
AXA Distributors  2000 - 2004

Skills
Family Planning, Insurance, Investments, Retirement, Financial Planning, Retirement Planning, Investment Advisory, Series 7, Annuities, Wealth Management, Mutual Funds, Asset Allocation, Series 6, Budgeting, Estate Planning, Alternative Investments, Equities, Financial Advisory, Series 63, Securities, 401k, Fixed Annuities, Financial Goals, Loans, Budgets, Strategy, Strategic Financial..., Asset Management, Banking, Finance, Financial Services, IRAs, Life Insurance, Series 65, Variable Annuities, Disability Insurance, Wealth, Term Life Insurance, Whole Life, Underwriting, Bonds, Investment Strategies, Employee Benefits, Personal Finance, ETFs, 401k Rollovers

Education
Bloomfield College   1995 — 2000
BA, Business Management

Hillside High   1992 — 1994
Diploma

Tim Barton, CFA Tim Barton, CFA Greater Atlanta Area Details
Tim Barton, CFA's Wachovia Wealth Management Experience June 2006 - November 2007
Job Senior Portfolio Manager at Northern Trust
Industry Investment Management
Experience
Northern Trust  October 2013 - Present
Wells Fargo Private Bank  November 2007 - October 2013
Wachovia Wealth Management   June 2006 - November 2007
Evergreen Investments  November 2004 - June 2006

Skills
Asset Allocation, Strategic Financial..., Investments, Credit, Portfolio Management, Wealth, High Net Worth..., Wealth Management, Investment Advisory, Investment Management, Mutual Funds, Investment Strategies, Alternative Investments, Financial Planning

Education
Campbell University   1999 — 2004
Bachelor of Business Administration (BBA), Trust & Investment Management, minor Financial Planning

Campbell University   1999 — 2004
Master of Business Administration (MBA), Trust & Investment Management

Samantha M. Vassallo, CTFA Samantha M. Vassallo, CTFA Boca Raton, Florida Details
Samantha M. Vassallo, CTFA's Wachovia Wealth Management Experience December 1999 - December 2007
Job Senior Vice President/Client Advisor at SunTrust Private Wealth Management
Industry Banking
Experience
SunTrust Private Wealth Management  May 2008 - Present
Junior League of Boca Raton  June 2010 - May 2011
Wachovia Wealth Management   December 1999 - December 2007
Deloitte & Touche LLP  January 1994 - December 1999

Skills
Wealth Management, Wealth Management..., Estate Planning, High Net Worth..., Private Banking, Finance, Strategic Financial..., Banking, Trust Services, Credit, Retail Banking, Tax, Loan Origination, Mortgage Lending, Commercial Banking, Consumer Lending, Loans, Commercial Lending, Credit Analysis, Financial Analysis, Operational Risk..., Small Business Lending, Retirement Planning

Education
Fordham Gabelli School of Business   1998 — 1999
Taxation

State University of New York College at Oneonta   1989 — 1993
BS Economics, Accounting/Marketing

Benjamin Murray Benjamin Murray Orange County, California Area Details
Benjamin Murray's Wachovia Wealth Management Experience November 2006 - August 2008
Job Vice President / Affluent Segment Regional Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  April 2014 - Present
Wells Fargo Bank  August 2008 - April 2014
Wachovia Wealth Management   November 2006 - August 2008
Wells Fargo Bank  March 2000 - October 2006

Skills
Series 66, Series 7, Commercial Lending, Sales Management, Private Banking, Mentoring, Banking, Investments, Wealth Management, Financial Planning, Credit, Loans, Cash Management, Credit Analysis, Mortgage, Compliance, Small Business Lending, Retail Banking, Consumer Lending, Mortgage Lending, Cross Selling, Customer Relations, Coaching, Commercial Banking, Leadership, Portfolio Management, Risk Management, Treasury Management, Business Development, Management, Mergers & Acquisitions, Relationship Management, Strategic Financial...

Education
University of California, Irvine   2002 — 2004
Graduate Certificate, Personal Financial Planning Graduate Certificate Program

Chapman University   1999 — 2002
BA, Organizational Leadership

Bowling Green State University   1996 — 1999

Bryan Sina Bryan Sina West Palm Beach, Florida Area Details
Bryan Sina's Wachovia Wealth Management Experience May 2004 - August 2004
Job Vice President at Sina Companies
Industry Real Estate
Experience
Sina Companies   October 2011 - Present
Lend Lease  April 2008 - April 2013
Wachovia Wealth Management   May 2004 - August 2004
Law Firm of Montgomery and Larson   October 2001 - July 2003

Skills
Real Estate, Real Estate Development, Management, Contract Negotiation, Sales, Brokerage, Marketing, Commercial Real Estate, Budgets, Microsoft Excel, Customer Service

Education
University of Richmond   2003 — 2007
Bachelor of Science in Business Administration, Marketing

Leslie Varrelman Leslie Varrelman United States Details
Leslie Varrelman's Wachovia Wealth Management Experience January 2005 - May 2007
Job Vice President at Wilmington Trust
Industry Investment Management
Experience
Wilmington Trust  June 2011 - Present
Great Pacific Securities  October 2010 - May 2011
John Hancock Financial  July 2007 - July 2010
Edgartown Ventures   2003 - 2009
Wachovia Wealth Management   January 2005 - May 2007
Chartwell Investment Partners  April 1997 - March 2003
Meridian Investment Company   1994 - 1997
Corestates Investment Advisors  1983 - 1993

Skills
Fixed Income Portfolio..., Fixed Income Strategies, Fixed Income Analysis, New Business Development, Project Management, Relationship Marketing, Sales, Economics, Hedge Funds, Investment Strategies, Management, Financial Analysis, Financial Modeling, Risk Management, Financial Risk, Derivatives, Relationship Management, Equities, Bloomberg, Alternative Investments, Credit, Loans, Securities, Insurance, Marketing, Trading, Investments, Banking, Strategic Financial..., Financial Services, Retirement Planning, Wealth Management..., Retirement, Mutual Funds, Portfolio Management, Financial Planning

Education
Juniata College   1977 — 1981
Business Administration and Management, General

Richard Brock Richard Brock Dallas/Fort Worth Area Details
Richard Brock's Wachovia Wealth Management Experience October 2006 - June 2009
Job President Brock Capital Resources
Industry Financial Services
Experience
Brock Capital Resources   June 2009 - Present
Wachovia Wealth Management   October 2006 - June 2009
Chase/Bank One/JP Morgan   January 1992 - October 2006
Texas Commerce Bank/Chase   1988 - 1992
InterFirst Bank  1986 - 1988
First National Bank in Dallas/InterFirst   1977 - 1985

Skills
Wealth Management, Portfolio Management, Management Consulting, Investments, Asset Management, Banking, Wealth, Asset Managment, Management, Commercial Lending, Equities, Client Liaison, Loans, Asset Allocation, Finance, Series 7, Wealth Management..., Financial Services, Financial Analysis

Education
Texas Tech University - Rawls College of Business   1972 — 1976
BBA, Finance

Barbara M. Gilbert CFRE Barbara M. Gilbert CFRE Palm Beach, Florida Details
Barbara M. Gilbert CFRE's Wachovia Wealth Management Experience January 2008 - May 2010
Job Janney Montgomery Scott LLC, Financial Advisor
Industry Investment Management
Experience
Janney Montgomery Scott LLC  April 2014 - Present
Barbara M Gilbert Consulting   September 2013 - April 2014
The Warner Companies  August 2011 - September 2013
Wells Fargo Private Bank  January 2008 - May 2011
Wachovia Wealth Management   January 2008 - May 2010
Clark Capital Management Group  December 2007 - February 2009
Commerce Bank  November 2005 - January 2008
Bank of America, Private Bank  September 2000 - November 2005
BMG and Associa., Capital Fundraising   July 1999 - October 2002
The Haverford School  August 1996 - July 1998

Skills
Public Speaking, Corporate Development, Capital Campaign Expert, Capital Campaign..., Comprehensive Wealth..., Credit, Sales, Wealth Management, Fundraising, Wealth Management..., Marketing, Investments, Strategic Planning, New Business Development, Banking, Estate Planning, Financial Services, Insurance, Mergers & Acquisitions, Leadership, Strategy, Asset Management, Nonprofits, Portfolio Management, Due Diligence, Event Management, Asset Allocation, Loans, Hedge Funds, Private Banking, Business Development, Financial Advisory, Management, Strategic Partnerships, High Net Worth..., Analysis, Wealth, Employee Benefits, Mortgage Lending, Finance, Entrepreneurship, Alternative Investments, Series 7, Risk Management, Financial Planning, Private Equity, Mutual Funds, Business Strategy, Funding, Equities

Education
Cannon Training   2004 — 2006
Certificate, Finance, Trusts

Barry University   1984 — 1986
Business

Bauder College   1971 — 1973
Associate of Arts (AA), Architecture and Related Services

The American College
CFP, CFP

Board Leadership Training 2014

IVY-FON

IVY-FON

JMS Team Leader Training/ Emotional Intelligence 2014

Villanova UniversityBusiness law

Gary Schwake Gary Schwake Charlotte, North Carolina Details
Gary Schwake's Wachovia Wealth Management Experience 2006 - 2007
Job President & CoFounder at Virtual Event Bags
Industry Marketing and Advertising
Experience
Virtual Event Bags   June 2011 - Present
Running USA  February 2014 - Present
ActivewearUSA   April 2011 - December 2013
Distribution Management Group (DMG)   September 2009 - June 2011
Asana Activewear   May 2007 - February 2011
Wachovia Wealth Management   2006 - 2007
Wachovia Corporate & Investment Banking - Media & Communications Group   2000 - 2006
Wachovia Corporation - Corporate Treasury   1998 - 2000
Wachovia Consumer Credit Division   1997 - 1998

Skills
New Business Development, Start-up Environments, Business Strategy, Strategic Partnerships, Start-ups, Marketing Strategy, Entrepreneurship, Strategic Planning, Customer Acquisition, Business Development, Mergers, E-commerce, Online Advertising, Corporate Development, Venture Capital, Analytics, Advertising, Lead Generation, Executive Management, SaaS, Email Marketing, Sales Management, Digital Marketing, Management, Mergers & Acquisitions, Product Management, Sponsorship, CRM, Integrated Marketing, Strategy, Leadership, Brand Management, Retail, Product Marketing, Competitive Analysis, Brand Development, Social Media Marketing, Marketing, Mobile Marketing, P&L Management

Education
Wake Forest University - Babcock Graduate School of Management   1997 — 1999
MBA

The Ohio State University - The Max M. Fisher College of Business   1988 — 1992
BSBA

Kimberly Yates Kimberly Yates Greater Philadelphia Area Details
Kimberly Yates's Wachovia Wealth Management Experience August 1988 - November 2004
Job Private Banker at Morgan Stanley Private Bank
Industry Financial Services
Experience
Morgan Stanley Private Bank  July 2010 - Present
Morgan Stanley Smith Barney  November 2004 - July 2010
Wachovia Wealth Management   August 1988 - November 2004

Education
University of Delaware
BS, Business Administration & FInance

John M. Jezowski John M. Jezowski Hartford, Connecticut Area Details
John M. Jezowski's Wachovia Wealth Management Experience 2005 - 2008
Job Senior Vice President Relationship Manager at Webster Private Bank
Industry Investment Management
Experience
Webster Private Bank   2010 - Present
Merrill Lynch Global Wealth Management  2008 - September 2010
Wachovia Wealth Management   2005 - 2008
Private Mergers & Acquisitons / Investment Banking Firm   2002 - 2005
Henkel Loctite Corporation   1988 - 2001
WR Grace & Co., Dewey & Almy Chemical, Teroson Automotive Products   1986 - 1988
UCONN Health Medical Center   1985 - 1985

Skills
High Net Worth..., Wealth Management, Investment Management, Private Banking, Estate Planning, Wealth Management..., Fiduciary Services, Investments, Banking, Asset Managment, Financial Analysis, Strategic Financial..., Investment Advisory, Loans, Equities, Asset Allocation, Relationship Management, Mergers, Corporate Finance, Non-profits, Philanthropy, Mergers & Acquisitions, Portfolio Management, Nonprofits, Asset Management, Series 7, Retirement Planning, Risk Management, Securities, Series 63, Leadership, Mutual Funds, Finance, Financial Services, Financial Advisory

Education
Rensselaer Polytechnic Institute   1990 — 1992
M.S., Finance

Worcester Polytechnic Institute   1982 — 1986
B.S., Chemistry

Adam Karron, JD, CWS® Adam Karron, JD, CWS® Miami/Fort Lauderdale Area Details
Adam Karron, JD, CWS®'s Wachovia Wealth Management Experience 2007 - 2008
Job Asscociate Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services  2011 - Present
PNC Wealth Management (fka National City Private Client Group)   2008 - 2010
Wachovia Wealth Management   2007 - 2008
Wachovia Securities  2006 - 2007
SunTrust Investment Services  2005 - 2005
Karron Financial   1998 - 2005

Education
New York Law School
Juris Doctor, Law

Villanova University
BA, Psychology

Andrew Folsom, CFA Andrew Folsom, CFA Greater St. Louis Area Details
Andrew Folsom, CFA's Wachovia Wealth Management Experience August 2006 - May 2008
Job Investment Analyst at Wells Fargo Investment Institute
Industry Financial Services
Experience
Wells Fargo Investment Institute   April 2013 - Present
Capital Analysts of Jacksonville, Florida, Inc.   June 2008 - April 2013
UCF Alumni Association  2010 - 2012
WACHOVIA WEALTH MANAGEMENT   August 2006 - May 2008
Merrill Lynch  May 2004 - August 2006

Skills
Portfolio Management, Microsoft Office 2007, Critical Thinking, Group Presentations, Investment Research, Due Diligence

Education
University of Central Florida - College of Business Administration   2000 — 2004
B.S.B.A., Finance/Economics

Frank Goins, CFP®, CTFA, AEP® Frank Goins, CFP®, CTFA, AEP® Charlotte, North Carolina Area Details
Frank Goins, CFP®, CTFA, AEP®'s Wachovia Wealth Management Experience June 1990 - April 2006
Job Wealth Strategist Senior Vice President at SunTrust Private Wealth Management
Industry Financial Services
Experience
SunTrust Private Wealth Management  May 2006 - Present
Wachovia Wealth Management   June 1990 - April 2006

Skills
Strategic Financial..., Retirement Planning, Wealth, Wealth Management..., Estate Planning, New Business Development, Wealth Management, Investment Management, Insurance, Finance, Public Speaking, Portfolio Management, Financial Services, Investments, Financial Planning

Education
National Association of Estate Planners and Councils
AEP - Accredited Estate Planner

Federal and State Liscencing Boards
FINRA Series 7 and 63. NC Life and Health

American Bankers Association
CTFA - Certified Trust and Financial Advisor, Personal Financial Planning, Insurance, Tax Law, Fiduciary Law and Trust, Investment Management

Certified Financial Planner Board of Standards / Queens College
CFP - Certified Financial Planner, Financial Planning, Insurance, Income Tax, Portfolio Management, Estate & Retirement Planning

University of North Carolina at Greensboro
MBA, Concentration in Finance

Guilford College
B.S., Mathematics and Economics, Minor: History

Alan Wages Alan Wages Charlotte, North Carolina Area Details
Alan Wages's Wachovia Wealth Management Experience April 2006 - April 2008
Job VP, Strategy Consultant, Enterprise Global Services at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  February 2015 - Present
The North Highland Company  April 2008 - February 2015
Wachovia Wealth Management   April 2006 - April 2008
Accenture  February 1997 - April 2006

Skills
Business Process..., Financial Services, Management Consulting, Business Analysis, Financial Modeling, Business Transformation, Risk Management, Financial Analysis, Mergers, Strategy, Vendor Management, Business Development, Acquisition Integration, Outsourcing, Governance, Consulting, PMO, Program Management, SDLC, Project Delivery, Process Improvement, Portfolio Management, Project Portfolio..., Business Process, Mergers & Acquisitions

Education
Berry College   1990 — 1994
B.S., Finance

Pedro J. Rivera, Esquire Pedro J. Rivera, Esquire Washington, District Of Columbia Details
Pedro J. Rivera, Esquire's Wachovia Wealth Management Experience June 2006 - February 2008
Job Major Gifts & Planned Giving Manager at USA for UNHCR
Industry Fund-Raising
Experience
City Year  August 2013 - September 2014
PJR Consulting   February 2012 - August 2013
Obama for America: Hispanics for Obama Florida   August 2012 - November 2012
Miami Children's Hospital Foundation  September 2010 - February 2012
Miami Dade College  August 2010 - December 2010
PJR Consulting   January 2009 - September 2010
Wachovia Bank  February 2007 - October 2008
Wachovia Wealth Management   June 2006 - February 2008
PNC Financial Services Group  June 2002 - May 2006
Duane Morris LLP  1999 - 2002

Skills
Non-profits, Fundraising, Financial Planning, Policy, Licensing, Strategic Financial..., Community Outreach, Public Relations, Coaching, Public Speaking, Event Planning, Investments, Marketing, Strategic Planning, Leadership, Legal Research, Legal Writing, Litigation, Management, Nonprofits, Philanthropy, Community Development, Employee Training, Grant Writing, Grants, Program Development, Recruiting, Research, Training, Wealth Management, Spanish, Corporate Social..., Leadership Development, Strategic Partnerships, Volunteer Management, Strategy, Social Media

Education
Western New England College School of Law   1988 — 1991
JD, LAW

University of South Florida   1985 — 1988
BS, Marketing

University of South Florida - College of Business Administration   1985 — 1988
Bachelors of Science, Marketing

St. Brendan High School   1982 — 1984
H.S. Diploma, High School/Secondary Diplomas and Certificates

Antilles High School   1980 — 1984
H.S. Diploma, High School/Secondary Diplomas and Certificates

California State University-Long Beach

California State University-Long Beach

Gene Crescente Gene Crescente Greater Pittsburgh Area Details
Gene Crescente's Wachovia Wealth Management Experience December 2005 - October 2006
Job Senior Wealth Planner VP at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management  October 2009 - Present
PNC Wealth Management  October 2006 - October 2009
Wachovia Wealth Management   December 2005 - October 2006
The Ayco Company, LP  July 2004 - October 2005
Benefits & Compensation Group   January 2002 - July 2004
The Ayco Company  September 1997 - January 2002

Skills
Wealth Management, Retirement Planning, Estate Planning, Financial Planning, Investments, Asset Management, Insurance, High Net Worth..., Trusts, Tax, 401k, Employee Benefits, Retirement, Strategic Financial..., Wealth, Financial Planners

Education
University of Pittsburgh   1993 — 1996
JD / MBA

University of Pittsburgh   1985 — 1990
Bachelor of Pharmacy (BPharm)

William Curtis William Curtis Little Rock, Arkansas Area Details
William Curtis's Wachovia Wealth Management Experience October 2007 - May 2008
Job Personal Banker at Bank of America
Industry Financial Services
Experience
Bank of America  June 2015 - Present
ARCUSO   October 2013 - December 2014
SWBC  July 2010 - October 2013
SWBC  January 2010 - July 2010
SWBC  May 2008 - January 2010
Wachovia Wealth Management   October 2007 - May 2008
US Army  December 2002 - June 2007
US Army  October 1996 - December 1999

Skills
CRM, Cross-functional Team..., Management, Leadership, Business Development, Project Management, Analysis, Competitive Analysis, Integration, Business Intelligence, Marketing, Sales, Product Development, Human Resources, Portfolio Management, Insurance, Process Improvement, Risk Management, Visio, Executive Management

Education
AIU-Online University   2005 — 2006
MBA, Project Management

University of Houston   2000 — 2002
BS, Psychology

University of Houston   1993 — 1996
2002, Psychology

Cliff Cooper Cliff Cooper Greater New York City Area Details
Cliff Cooper's Wachovia Wealth Management Experience December 1999 - December 2007
Job Regional Bank | Private Banker at Wells Fargo
Industry Investment Management
Experience
Wells Fargo  September 2014 - Present
Citi Personal Wealth Management  October 2010 - November 2012
J.P. Morgan Private Wealth Management   December 2007 - June 2009
Wachovia Wealth Management   December 1999 - December 2007
LifeMark Securities Corp / LifePlans Unlimited   April 1995 - December 1999
A.G. Edwards   December 1994 - April 1995
Gateway Bank / Mabon Securities   December 1989 - December 1994

Skills
Financial Services, Wealth Management, Investment Management, Asset Allocation, Unified Managed Accounts, Equities, Fixed Income, Mutual Funds, Alternative Investments, Insurance, Banking, Relationship Management, Business Development

Education
Sacred Heart University
B.S., Business Management

Fairfield University
Certificate, Financial Planning

Bruno Fellin Bruno Fellin Greater New York City Area Details
Bruno Fellin's Wachovia Wealth Management Experience
Job Investment Strategist at Wachovia Wealth Management
Industry Financial Services
Experience
Wachovia Wealth Management  

Education
Baruch College, City University of New York (CUNY)   1993 — 1995

Chris Considine Chris Considine Austin, Texas Area Details
Chris Considine's Wachovia Wealth Management Experience January 2005 - July 2013
Job Senior Director of Planning at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  July 2013 - Present
Wachovia Wealth Management   January 2005 - July 2013
Arthur Andersen LLP  1998 - 2001

Skills
Wealth Management

Education
Southern Methodist University Dedman School of Law   1995 — 1998
JD, Law

Southwestern University   1992 — 1995

Anne Walsh Rabin Anne Walsh Rabin Greater Chicago Area Details
Anne Walsh Rabin's Wachovia Wealth Management Experience 2005 - 2008
Job National Sales Manager, Wealth Strategies Sales Support Group, at Northern Trust
Industry Investment Management
Experience
Northern Trust  September 2010 - Present
Northern Trust  February 2008 - September 2010
Wachovia Wealth Management   2005 - 2008

Skills
Wealth Management, Foundations, Financial Analysis, Project Management, Management, Sales & Marketing..., New Business Development, Alternative Investments, Asset Allocation, Financial Services, Investments, Mutual Funds, Asset Management, Business Development, Hedge Funds

Education
University of Illinois at Urbana-Champaign   1996 — 2000

Nova Southeastern University   2003 — 2005
MBA, Finance

Boston University   2006 — 2008
Financial Planning and Services

Cannon Institute of Higher Learning   2008 — 2008
Trust School at Notre Dame

Roberta Anderson Roberta Anderson Greater New York City Area Details
Roberta Anderson's Wachovia Wealth Management Experience 1991 - September 2009
Job Senior Vice President Head of Private Banking at People's United Bank
Industry Banking
Experience
People's United Bank  September 2012 - Present
Wells Fargo  September 2009 - July 2012
Wachovia Wealth Management   1991 - September 2009
The Chase Manhattan Bank  June 1986 - November 1991

Skills
Credit, Strategic Financial..., Loans, Private Banking, Investment Management, High Net Worth..., Insurance, Wealth, Series 7, Commercial Lending, Portfolio Management, Wealth Management

Education
The University of Connecticut School of Business   1989 — 1991
Master of Business Administration (MBA)

Fairfield University   1982 — 1986
bs, finance

Greenwich Academy   1980 — 1982

Derrick Webb Derrick Webb Greensboro/Winston-Salem, North Carolina Area Details
Derrick Webb's Wachovia Wealth Management Experience 2002 - Present
Job Investment Manager at Wells Fargo
Industry Investment Management
Experience
Wells Fargo  October 2002 - Present
Wachovia Wealth Management   2002 - Present
NCM Capital  2000 - 2002
Bank of America  1997 - 2000

Skills
Portfolio Management, Investments, Equities, Finance, Asset Allocation, Wealth Management, Financial Analysis, Asset Management, Banking, Investment Management, Risk Management, Fixed Income, Investment Strategies, Microsoft Excel, Mutual Funds, Hedge Funds

Education
Duke University - The Fuqua School of Business   1995 — 1997
MBA, Finance

Florida Agricultural and Mechanical University   1988 — 1992
Bachelor of Science, Business Administration

Heather Mount Heather Mount Greater New York City Area Details
Heather Mount's Wachovia Wealth Management Experience 2004 - 2006
Job Vice President, Wells Fargo Legal Specialty Group
Industry Banking
Experience
Wells Fargo Private Bank - Legal Specialty Group   March 2004 - Present
CIT Debt Capital Markets   August 2006 - March 2007
Wachovia Wealth Management   2004 - 2006

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2001 — 2003
MBA, Finance, Marketing

Oberlin College   1989 — 1993
BA, Russian

Kia Thomas Kia Thomas Atlanta, Georgia Details
Kia Thomas's Wachovia Wealth Management Experience April 2006 - October 2009
Job at Altera Payment Solutions
Industry Banking
Experience
State Bank and Trust Company  February 2015 - Present
Wells Fargo Bank  October 2009 - January 2015
Wachovia Wealth Management   April 2006 - October 2009
Wachovia/SouthTrust Bank   August 1999 - April 2006

Skills
Credit, Loans, Small Business Lending, Private Banking, Portfolio Management

Education
Shorter University-College of Adult & Professional Programs
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

The University of Georgia
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

Christopher Spay Christopher Spay Greater Philadelphia Area Details
Christopher Spay's Wachovia Wealth Management Experience June 2005 - January 2007
Job Lead Trader and Operation Specialist at Wescott Financial
Industry Investment Management
Experience
Wescott Financial   January 2007 - Present
Pharmdur Inc.   January 2007 - January 2008
Wachovia Wealth Management   June 2005 - January 2007

Education
Saint Joseph's University   1999 — 2003
BA, Finance

Saint Joseph's University - Erivan K. Haub School of Business   1999 — 2003

Michael Cannella Michael Cannella New York, New York Details
Michael Cannella's Wachovia Wealth Management Experience September 2006 - April 2010
Job Vice President, Operational Risk Consultant for Specialized Wealth Services at Wells Fargo Wealth Management
Industry Financial Services
Experience
Wells Fargo  September 2014 - Present
Wells Fargo  October 2011 - September 2014
Wells Fargo Private Bank  March 2010 - January 2012
Wachovia Wealth Management   September 2006 - April 2010
U.S. Trust Company, N. A.   June 2005 - August 2006

Skills
Wealth Management, Financial Services, Trust Services, Private Banking, Operational Excellence, Project Coordination, Organizational Behavior, Facilities Management, Mutual Funds, Banking, Estate Planning, Strategic Financial..., High Net Worth..., Retirement, Wealth, Business Continuity..., Client Services, Risk Management, Relationship Management, Management

Education
Hofstra University   2001 — 2005
BBA, Management

Archbishop Molloy High School   1996 — 2000

Ron Wixson Ron Wixson Greensboro/Winston-Salem, North Carolina Area Details
Ron Wixson's Wachovia Wealth Management Experience 2002 - 2006
Job Vice President at Wachovia Bank
Industry Banking
Experience
Wachovia Bank  June 1996 - Present
Wachovia Wealth Management   2002 - 2006
Bank of America  July 1989 - May 1996

Education
The University of Texas at Austin   1985 — 1989

Donna Smithey Donna Smithey Tampa, Florida Details
Donna Smithey's Wachovia Wealth Management Experience 2000 - 2001
Job Retired Business Professional at Home
Industry Financial Services
Experience
Cushman & Wakefield  March 2014 - July 2014
Holiday Retirement  July 2013 - March 2014
HearUSA  July 2012 - July 2013
Ceridian - Miliatry One Source   2008 - 2011
Landmark Management Consultants & Independent Contractor   2002 - 2008
Sarasota Baptist Church   2004 - 2005
Wachovia Wealth Management   2000 - 2001
Wachovia Retail Sales & Service   1999 - 2000
Wachovia Corporate Treasury Services   1989 - 1999

Skills
Evangelism, Church Events, Children's Ministry, Customer Service, Leadership Development, Missions, Community Outreach, Strategy, Management, Microsoft Office, Marketing, Training, Leadership, Human Resources, Cash Management, Social Media Marketing, Coaching, Nonprofits, Accounting, System Administration, Program Development, Team Building, Strategic Planning, Public Speaking, Analysis, Recruiting, Budgets, Non-profits, Payroll, Process Improvement, Finance, Lease Administration, Lease Negotiations, Lease Documentation

Education
Santa Rita High School, Tucson, AZ   1969 — 1972
Graduation Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program

Kennesaw State University

Alessandra Kashkashian Alessandra Kashkashian Greater Philadelphia Area Details
Alessandra Kashkashian's Wachovia Wealth Management Experience November 1995 - June 2010
Job Officer/Associate Banking Advisor
Industry Banking
Experience
PNC Wealth Management  August 2010 - Present
Wachovia Wealth Management   November 1995 - June 2010

Skills
Wealth Management, Commercial Lending, Credit, Investments, Microsoft Office, Private Banking, Banking, Loans, Portfolio Management, Strategic Financial..., Small Business Lending, Consumer Lending, Retail Banking, Mortgage Lending, Commercial Banking

Education
Temple University

Vance L. Horner II, CFA, CPA Vance L. Horner II, CFA, CPA Greensboro/Winston-Salem, North Carolina Area Details
Vance L. Horner II, CFA, CPA's Wachovia Wealth Management Experience March 2002 - April 2008
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Investment Management
Experience
Merrill Lynch Wealth Management  June 2013 - Present
Abbot Downing  April 2008 - June 2013
Wachovia Wealth Management   March 2002 - April 2008

Skills
Alternative Investments, Asset Allocation, Portfolio Management, Investment Management, Investment Strategies, Equities, Wealth Management, Asset Management, Equity Research, Fixed Income, Hedge Funds, Investment Advisory, Mutual Funds, Investments, Bloomberg

Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Economics

University of North Carolina at Greensboro
Master of Science (M.S.), Accounting

Marcy Robbins Marcy Robbins Cleveland/Akron, Ohio Area Details
Marcy Robbins's Wachovia Wealth Management Experience December 2006 - August 2009
Job Principal, MWR Consulting, Inc.
Industry Financial Services
Experience
MWR Consulting, Inc.   August 2010 - Present
CM Wealth Advisors   July 2013 - April 2015
Jewish Federation of South Palm Beach County  April 2009 - March 2012
Wells Fargo - The Private Bank  October 2009 - August 2010
Wachovia Wealth Management   December 2006 - August 2009
Marcy W. Mendelsohn, Esq. Attorney   August 2005 - December 2006
Internal Revenue Service, Attorney   May 2001 - April 2005

Skills
Financial Planning, Insurance, Asset Protection, Estate Planning, Wealth Management, High Net Worth..., Tax, Strategic Financial..., Asset Allocation, Financial Planners, Wills, Small Business, Investment Advisory, Business Planning, Asset Managment, Wealth Management..., Alternative Investments, Securities, Legal Writing, Civil Litigation, Litigation, Investments, Trusts, Income Tax, Estate Tax Planning, Finance, Retirement Planning, Succession Planning, Banking, Wealth, Personal Finance, Retirement, Financial Services, Investment Management, Mergers & Acquisitions, Estate Administration, LLC, Mutual Funds, Series 63, Investment Strategies, Estate Law, Strategy, Series 7, Private Equity, Financial Advisory

Education
Georgetown University School of Law   1999 — 2000
LL.M, Taxation

University of Baltimore School of Law   1996 — 1999
Juris Doctor, Law

Union College   1988 — 1992
BS, Psychology

Dana Hall School   1985 — 1988
Diploma, General Studies

Jess Yourkavitch Jess Yourkavitch Reading, Pennsylvania Area Details
Jess Yourkavitch's Wachovia Wealth Management Experience 2008 - 2010
Job Finance Professional
Industry Banking
Experience
Wachovia Wealth Management   2008 - 2010
Wachovia Bank  2005 - 2008
American General Financial Services  2002 - 2005

Education
Bloomsburg University of Pennsylvania   1997 — 2002
Bachelor of Science, Business Administration

Alvernia University
Master, Business Administration

Willette Mosby-Reynolds Willette Mosby-Reynolds Greensboro/Winston-Salem, North Carolina Area Details
Willette Mosby-Reynolds's Wachovia Wealth Management Experience February 2003 - February 2008
Job at Habitat for Humanity of Forsyth County
Industry Nonprofit Organization Management
Experience
Habitat for Humanity of Forsyth County  November 2014 - Present
Wells Fargo  April 2009 - November 2014
Wachovia Corporation, A Wells Fargo Company  February 2008 - April 2009
Wachovia, Wealth Management  February 2003 - February 2008
Wachovia  September 1999 - February 2003
Wachovia  1997 - 1999
Wachovia  1997 - 1997

Skills
Talent Management, Performance Consulting, Performance Management, Negotiation, Needs Analysis, Interviews, Management, Instructional Design, Human Resources, Training, Leadership, Staff Development, Leadership Development, Organizational..., Organizational..., Succession Planning, Employee Engagement, Program Management

Education
Alderson Broaddus University   1975 — 1979
BS, Secondary Education

Kenneth Morgan Kenneth Morgan Cleveland/Akron, Ohio Area Details
Kenneth Morgan's Wachovia Wealth Management Experience August 2001 - February 2008
Job Senior Relationship Manager, Senior Vice President, PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management  February 2008 - Present
National City Bank  February 2008 - July 2010
PNC Wealth Management  2009 - 2010
Wachovia Wealth Management   August 2001 - February 2008
Army National Guard  August 1994 - August 2003

Education
University of New Haven
MBA, Finance

Oak Ridge Military Academy

University of Connecticut
BA, Math/Stats

Andrew Halverson Andrew Halverson Greensboro/Winston-Salem, North Carolina Area Details
Andrew Halverson's Wachovia Wealth Management Experience December 2003 - May 2009
Job Regional Marketing Manager
Industry Financial Services
Experience
Wells Fargo Wealth Management  May 2009 - Present
Wachovia Wealth Management   December 2003 - May 2009
Coyne Beahm, Inc.   2000 - 2001
Long Haymes Carr Lintas (now Mullen)   1998 - 2000
RJ Reynolds  1995 - 1998
Walt Klein and Associates   1989 - 1995

Skills
Marketing Strategy, Brand Development, Direct Marketing, Brand Awareness, Customer Acquisition, Event Management, Sports Marketing, Market Planning, New Business Development, Sponsorship, Account Management, Strategic Planning, Brand Management, Integrated Marketing, Market Research, Marketing, Marketing Communications, Marketing Management, E-commerce, Public Relations, Relationship Marketing, Management, Leadership

Education
Wake Forest University - Babcock Graduate School of Management   1986 — 1988
MBA, Emphasis in Marketing

Appalachian State University   1982 — 1986
BSBA, Marketing, Management

Michelle Smiles Michelle Smiles Charlotte, North Carolina Area Details
Michelle Smiles's Wachovia Wealth Management Experience 2005 - 2008
Job CFO at Mattei Holdings LLC
Industry Venture Capital & Private Equity
Experience
Mattei Holdings LLC   2008 - Present
Wachovia Wealth Management   2005 - 2008
Deloitte Tax  1997 - 2005

Education
Florida State University
BS, Political Science (minor in International Affairs)

Florida State University - College of Business
BS, Accounting

Florida State University - College of Business
Masters of Accounting, Taxation

Dominique Sinyard-Smith Dominique Sinyard-Smith Phoenix, Arizona Area Details
Dominique Sinyard-Smith's Wachovia Wealth Management Experience 2001 - 2006
Job Philanthropy & Wealth Management Executive
Industry Philanthropy
Experience
Foundation Source  2010 - Present
Wachovia Nonprofit and Philanthropic Services   2006 - 2010
Wachovia Wealth Management   2001 - 2006
The Householder Group  1997 - 2001

Skills
Strategic Partnerships, Corporate Development, Investments, Management, Strategy, Strategic Planning, Portfolio Management, Start-ups, Financial Services, Business Development, Philanthropy, Venture Philanthropy, Foundations, Wealth Management

Education
The University of Texas at Austin   1993 — 1997
Bachelor of Science (B.S.) - McCombs School of Business, Finance

New York University   1996 — 1996
Stern School of Business, Corporate Finance

The American University of Paris   1994 — 1994
Language Immersion Semester

Dianne Cobb, CFA, ASA Dianne Cobb, CFA, ASA Greensboro/Winston-Salem, North Carolina Area Details
Dianne Cobb, CFA, ASA's Wachovia Wealth Management Experience 2001 - 2007
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

Douglas Dryer, MBA Douglas Dryer, MBA Greater Philadelphia Area Details
Douglas Dryer, MBA's Wachovia Wealth Management Experience March 2006 - December 2007
Job Trade Processing Manager, Officer at State Street
Industry Investment Management
Experience
State Street  November 2013 - Present
SEI  December 2010 - November 2013
State Street  May 2010 - November 2010
Veritable, LP  January 2008 - April 2010
Wachovia Wealth Management   March 2006 - December 2007
Wachovia Bank  June 2004 - February 2006

Skills
Fixed Income, Equities, Trading, Options, Wealth Management, Bloomberg, Financial Analysis, Hedge Funds, Investments, Financial Modeling, Mutual Funds, Risk Management, Banking, Analysis, Finance

Education
Penn State University   2006 — 2009
MBA, Finance

Loyola University Maryland   2000 — 2004
BBA, Marketing & History

Delbarton School   1996 — 2000
High School

Robert Allendorf Robert Allendorf San Francisco Bay Area Details
Robert Allendorf's Wachovia Wealth Management Experience December 2007 - August 2009
Job Senior Private Banking Relationship Manager
Industry Banking
Experience
Northern Trust  August 2011 - Present
Wells Fargo Private Bank  August 2009 - August 2011
Wachovia Wealth Management   December 2007 - August 2009
US Trust, Bank of America Private Wealth Management  2004 - 2007
Gap Inc.  2003 - 2003
Duff & Phelps  2001 - 2003
Banc of America Securities  1997 - 2001
Ernst & Young  1991 - 1995

Skills
Series 7, Wealth Management, Credit, Asset Allocation, Banking, Loans, Private Banking, Series 63, Investment Advisory, Financial Analysis, Commercial Lending, Finance

Education
Indiana University - Kelley School of Business   1995 — 1997
MBA, Finance

University of Saint Thomas   1987 — 1991
BA, Finance

Hopkins High School
Bachelor of Arts, Finance

Nicholas Gambardella, MBA Nicholas Gambardella, MBA New York, New York Details
Nicholas Gambardella, MBA's Wachovia Wealth Management Experience 2006 - 2007
Job Director, Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch  2009 - Present
ING Financial Services  2007 - 2009
Wachovia Wealth Management   2006 - 2007
Citigroup Global Markets  2004 - 2005
ING Financial Services  2001 - 2004
Bear Stearns Asset Management  1997 - 2001

Education
The University of Connecticut School of Business
MBA

University of Connecticut
BA

Nicole Everhart-Sundberg Nicole Everhart-Sundberg Greater Philadelphia Area Details
Nicole Everhart-Sundberg's Wachovia Wealth Management Experience September 2003 - March 2005
Job NAV Ops Investment Accountant Supervisor at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  March 2014 - Present
Comprehensive Investment Solutions, LLC  November 2012 - February 2014
BNP Paribas  March 2007 - August 2009
Nuveen Investments  March 2005 - January 2007
Nuveen Investments  2005 - 2007
Wachovia Wealth Management   September 2003 - March 2005
PNC Investments/ PFPC Trust Company   May 2001 - September 2003

Skills
Trading, Account Reconciliation, Securities, Asset Managment, Mutual Funds, Fixed Income, Series 7, Alternative Investments, Wealth Management, Equities, Bonds, Investments, Bloomberg, Portfolio Management, Series 63, Hedge Funds, Financial Modeling, Financial Analysis, Asset Allocation, Bloomberg Terminal, Derivatives, Corporate Finance, Capital Markets, Investment Strategies, Options, Investment Advisory, Financial Markets, Financial Services

Education
Bucknell University   1997 — 2001
BA, Economics, Animal Behavior, Dance, 3.3

Sandy Deem Sandy Deem Charlotte, North Carolina Area Details
Sandy Deem's Wachovia Wealth Management Experience March 2003 - October 2008
Job SVP, Communications Director for Abbot Downing, a Wells Fargo Business
Industry Financial Services
Experience
Abbot Downing  July 2011 - Present
Wells Fargo  January 2009 - July 2011
Wachovia Wealth Management   March 2003 - October 2008

Skills
Wealth Management, Investments, Financial Services, Leadership, Internal Communications, Banking, Portfolio Management, Management, Public Relations, Risk Management, Crisis Communications, Media Relations, Mutual Funds

Education
Marshall University   1978 — 1983
BA, MAJ, Journalism, English, Management

Joseph Joe Fahey, CFA Joseph Joe Fahey, CFA Washington D.C. Metro Area Details
Joseph Joe Fahey, CFA's Wachovia Wealth Management Experience January 2001 - June 2008
Job Senior Director of Planning, Business Advisory Services, Wells Fargo
Industry Financial Services
Experience
Wells Fargo Private Bank  April 1992 - Present
Wachovia Wealth Management   January 2001 - June 2008
First Union Wealth Management   January 2000 - January 2001
The Mid-Atlantic Companies/First Business Advisors/First Union Wealth Managment   April 1992 - January 2000

Skills
Strategic Planning, Corporate Finance, Strategic Human..., Compensation and..., Strategic Financial..., Holistic Financial..., Family business..., Board Advisory Services, Investment planning, Estate Planning, Charitable Gift Planning, Family Mediation, Internal buyouts of..., ESOP planning, Investment Banking, Coaching and training..., Client seminars on...

Education
The CFA Institute   1986 — 1989
CFA

The George Washington University   1983 — 1986
MBA, Finance and Investments

University of Maryland College Park   1979 — 1981
B.S. Finance, Finance

Richard Montgomery High School

Heath Morris, CFP® Heath Morris, CFP® Birmingham, Alabama Area Details
Heath Morris, CFP®'s Wachovia Wealth Management Experience January 2005 - Present
Job Vice President
Industry Banking
Experience
Wachovia Wealth Management   January 2005 - Present
SouthTrust Bank  August 1999 - December 2004

Education
Samford University   1990 — 1994
B.A, Public Administration

Amanda McDougall Amanda McDougall San Francisco Bay Area Details
Amanda McDougall's Wachovia Wealth Management Experience 2004 - March 2010
Job Regional Director at Wells Fargo Private Bank Legal Specialty Group
Industry Banking
Experience
Wells Fargo Private Bank Legal Specialty Group   October 2015 - Present
Wells Fargo Private Bank Legal Specialty Group   March 2014 - September 2015
Wells Fargo Private Bank Legal Specialty Group   April 2010 - February 2014
Wachovia Wealth Management   2004 - March 2010
Citigroup Private Bank  2001 - 2004

Skills
Series 7, Loans, Credit, Series 63, Mortgage Lending, Banking, Financial Analysis, Wealth Management, Commercial Lending, Financial Services, Credit Analysis, Commercial Banking

Education
The George Washington University   1994 — 1998
Bachelor of Arts (B.A.)

Mary Institute and St. Louis Country Day School   1981 — 1994

Jonathan Myers Jonathan Myers Doylestown, Pennsylvania Details
Jonathan Myers's Wachovia Wealth Management Experience October 1999 - August 2007
Job Senior Relationship Manager at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management  August 2012 - Present
Bank of America - U.S. Trust   August 2007 - August 2012
Wachovia Wealth Management   October 1999 - August 2007
Wachovia Bank  September 1991 - September 1999

Education
Rider University   1994 — 1995
MBA, Finance

University of Delaware   1987 — 1991
BS, Finance

Kurt Laubinger Kurt Laubinger Washington D.C. Metro Area Details
Kurt Laubinger's Wachovia Wealth Management Experience 2003 - 2007
Job President, Founding Member of Potomac Wealth Management LLC
Industry Investment Management
Experience
Friends of Riverbend Park   2012 - Present
Potomac Wealth Management LLC   June 2009 - Present
Potomac Wealth Management LLC   May 2009 - Present
Potomac Wealth Management LLC   May 2009 - Present
HSBC Securities  2008 - 2009
Wachovia Wealth Management   2003 - 2007
Sandy Spring Bank  2002 - 2004
SunTrust  1996 - 2002
WRFC   1980 - 1986

Skills
Investments, Investment Properties, Retirement Planning, Entrepreneurship, Start-ups, Wealth Management, Mergers & Acquisitions, Strategy, Management, Strategic Financial..., Investment Management, Wealth Management..., Fundraising, Sales, Private Equity, Portfolio Management, Financial Planning

Education
Old Dominion University   1976 — 1980
BS, Business Administration

Langley High School

Glenn Caldwell, CFP® Glenn Caldwell, CFP® Washington D.C. Metro Area Details
Glenn Caldwell, CFP®'s Wachovia Wealth Management Experience 2001 - 2005
Job First Vice President
Industry Financial Services
Experience
SunTrust Private Wealth Management  June 2011 - Present
TIAA CREF  2009 - 2011
U.S. Trust, Bank of America   2005 - 2009
Wachovia Wealth Management   2001 - 2005

Skills
Wealth Management, Portfolio Management, Investments, Investment Advisory, Financial Planning, Busines Succesion..., Private Banking, Trusts and Estates, Asset Management, Mutual Funds, Banking, Wealth Management..., Asset Allocation, Financial Analysis, Financial Services, Finance, Financial Advisory, Alternative Investments

Education
Rutgers University-New Brunswick
Economics

Jill Joyce Jill Joyce Tampa/St. Petersburg, Florida Area Details
Jill Joyce's Wachovia Wealth Management Experience July 2000 - November 2003
Job Vice President at Bellew Investments, Inc.
Industry Investment Management
Experience
Bellew Investments, Inc.   November 2003 - Present
Wachovia Wealth Management   July 2000 - November 2003

Education
University of South Florida   1994 — 1998
BS, Accounting and Finance

Christine Shank Christine Shank Greater Philadelphia Area Details
Christine Shank's Wachovia Wealth Management Experience May 1997 - March 2008
Job Accounting Professional
Industry Accounting
Experience
Sears Holdings Corporation  November 2008 - Present
Wachovia Wealth Management   May 1997 - March 2008

Skills
Payroll, Employee Relations, Benefits Administration, Payroll Processing, Hiring, PeopleSoft, Compensation, Performance Management, Benefits, Customer Service, Compliance, Policy

Education
Immaculata College
Bachelors Degree, Business Management

Sean O'Connor CFP,ChFc Sean O'Connor CFP,ChFc Greater New York City Area Details
Sean O'Connor CFP,ChFc's Wachovia Wealth Management Experience February 2007 - September 2008
Job Wealth Management Professional
Industry Banking
Experience
AXA Private Markets   September 2008 - 2009
Wachovia Wealth Management   February 2007 - September 2008
Wachovia Trust Company   November 2001 - January 2007
wachovia  2002 - 2006
first union  1998 - 2006
first union  1998 - 2006

Education
University of Pennsylvania - The Wharton School   2009 — 2009
Certificate, Retirement Planning

Pace University - Lubin School of Business   1987 — 1992
BBA, MARKETING MANAGEMENT

Carmine P. Saldutto, CTFA Carmine P. Saldutto, CTFA Greater New York City Area Details
Carmine P. Saldutto, CTFA's Wachovia Wealth Management Experience 2004 - 2007
Job AVP, Sr. Analyst
Industry Banking
Experience
Bessemer Trust Company  June 2013 - Present
Wells Fargo  2007 - 2012
Wachovia Wealth Management   2004 - 2007
Prudential Financial/Wachovia Securities   2000 - 2004
Prudential Financial  1991 - 2000

Skills
Investments, Strong Relationship..., Trust and Estate..., Retirement, Mutual Funds, Financial Advisory, Wealth, Banking, Estate Planning, Management, Private Banking, Strategic Financial..., Insurance, High Net Worth..., Investment Management, Pensions, New Business Development, Relationship Management, Financial Reporting, Wealth Management, Retirement Planning, Asset Allocation, Wealth Management..., Portfolio Management, Finance, Investment Advisory, Series 7, Securities, Financial Services, Asset Management, Series 63, Investment Strategies, Alternative Investments, Loans, Equities, Financial Planning, Fixed Income

Education
Institute of Certified Bankers (ABA Trust Graduate School)   2005 — 2006
Certified Trust & Financial Advisor, Trust & Investments

Bloomfield College   1985 — 1991
BS, Business Administration

Jim Harrison, CSA Jim Harrison, CSA Greater New York City Area Details
Jim Harrison, CSA's Wachovia Wealth Management Experience January 2005 - August 2007
Job Director, CEO at Visiting Angels
Industry Individual & Family Services
Experience
Visiting Angels  March 2012 - Present
Merrill Lynch  October 2009 - March 2012
Bank of America  August 2007 - October 2009
Wachovia Wealth Management   January 2005 - August 2007

Skills
Estate Planning, Wealth Management, Investments, Wealth, Series 7, Healthcare, Strategic Financial..., Life Insurance, Investment Management, Health Insurance, Retirement Planning, Options, Hedge Funds, Financial Services, Insurance, Mortgage Lending, Small Business, Securities, Asset Allocation, Mutual Funds, Wealth Management..., Series 63, Equities, Investment Strategies, Investment Advisory, Loans, Portfolio Management, High Net Worth..., Disability Insurance, Asset Management, Private Banking, FINRA, Alternative Investments, Retirement, Long-term Care, Bonds, Series 65, Fixed Annuities, Fixed Income, Term Life Insurance, Relationship Management, Financial Planners, Financial Advisory, 401k, Private Equity, Series 6

Education
Fairleigh Dickinson University   2005 — 2007
Certified Financial Planner, Finance and Financial Management Services

Mt St Mary's College   1972 — 1976
Bachelor's degree, Business Administration and Management, General

Millburn High School '76   1968 — 1972

Paul Giliberto, CFP® Paul Giliberto, CFP® Greater Atlanta Area Details
Paul Giliberto, CFP®'s Wachovia Wealth Management Experience 2007 - 2009
Job Senior Wealth Planner at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank  2011 - Present
BB&T  2010 - 2011
Wachovia Wealth Management   2007 - 2009
Wachovia Wealth Management   2006 - 2007
Wachovia Wealth Management   2004 - 2006
Wachovia Wealth Management   2000 - 2004
Wachovia Wealth Management   1998 - 2000
The Ayco Company  1997 - 1998
Massachusetts MutualLife Insurance Company   1995 - 1997

Education
University of Richmond   1991 — 1995
E. Claiborne Robins School of BusinessBachelor of Science, Business Administration, Finance

Jonathan Fortin Jonathan Fortin Greater Atlanta Area Details
Jonathan Fortin's Wachovia Wealth Management Experience January 2003 - March 2008
Job Tax Manager at Deloitte
Industry Financial Services
Experience
Deloitte  November 2014 - Present
FirsTrust, LLC   February 2014 - October 2014
The Ayco Company, L.P., a Goldman Sachs Company   March 2010 - February 2014
SunTrust Bank  March 2008 - March 2010
Wachovia Wealth Management   January 2003 - March 2008
Banknorth Investment Management Group   August 2000 - December 2002

Skills
Strategic Financial..., Tax Law, Retirement Planning, Investments, Investment Advisory, Estate Planning, Estate Tax Planning, Life Insurance, Compensation & Benefit, Portfolio Management, Wealth, Wealth Management..., Financial Planning

Education
Western New England College School of Law   1994 — 1997
Juris Doctorate, Cum Laude

Middlebury College   1990 — 1994
Bachelor of Arts (B.A.), Political Science and Government

ALAN HARTER ALAN HARTER Washington D.C. Metro Area Details
ALAN HARTER's Wachovia Wealth Management Experience November 2002 - January 2006
Job CEO/Founder at Pactolus Private Wealth Management
Industry Financial Services
Experience
Pactolus Private Wealth Management  January 2011 - Present
Morgan Stanley Smith Barney  January 2006 - January 2011
Wachovia Wealth Management   November 2002 - January 2006

Education
Santa Clara University - Leavey School of Business   1987 — 1991
BS, Finance

Bruce Horne Bruce Horne Bellevue, Washington Details
Bruce Horne's Wachovia Wealth Management Experience 2004 - 2006
Job Senior Vice President Investments, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  January 2014 - Present
Wells Fargo Bank  2006 - 2014
Wachovia Wealth Management   2004 - 2006
Charles Schwab  2003 - 2004
Wells Fargo Bank  1996 - 2003

Education
The George Washington University - School of Business   1993 — 1994
Master's Degree, Finance

Dartmouth College   1987 — 1991
Bachelor's Degree, Economics

Amy Lui Amy Lui Miami/Fort Lauderdale Area Details
Amy Lui's Wachovia Wealth Management Experience March 2007 - May 2010
Job Attorney At Law at Amy Lui, Esq.
Industry Financial Services
Experience
Amy Lui, Esq.   May 2010 - Present
Wachovia Wealth Management   March 2007 - May 2010

Skills
Wills, Legal Research, Corporate Law, Estate Planning, Trusts, Litigation, Legal Writing

Education
Georgetown University Law Center   2005 — 2006
LLM, Tax

John Magevney John Magevney Jacksonville, Florida Area Details
John Magevney's Wachovia Wealth Management Experience 2000 - 2008
Job Director at Abbot Downing
Industry Financial Services
Experience
Abbot Downing, A Wells Fargo Business  2010 - Present
Wells Fargo Private Bank  2008 - 2010
Wachovia Wealth Management   2000 - 2008
First Union Private Capital Management Group   1998 - 2000

Skills
Certified Financial..., Wealth Management...

Education
University of Florida   1996 — 1998
MBA, Finance

Sewanee-The University of the South   1989 — 1993
BA, American Studies

SEAN O'CONNOR CFP SEAN O'CONNOR CFP Ramsey, New Jersey Details
SEAN O'CONNOR CFP's Wachovia Wealth Management Experience January 2002 - August 2008
Job Wealth Market Leader
Industry Banking
Experience
TD Wealth Management  2009 - Present
AXA Private Markets   August 2008 - 2009
Wachovia Wealth Management   January 2002 - August 2008

Skills
Wealth Management, Asset Management, Private Banking, Financial Planning, Investment Advisory, Trust and Estate..., Charitable Giving..., Trust, Estate Planning, Asset Managment, Loans, Strategy, Investment Management, Financial Services, Wealth, Relationship Management, Mutual Funds, Retirement, Securities, Portfolio Management, Banking, Mortgage Lending, Strategic Financial..., Wealth Management..., Asset Allocation, Alternative Investments, Series 7, Investments, Retirement Planning, Investment Strategies, Credit, Financial Advisory, High Net Worth..., Series 63

Education
Wharton School of Business, Certification Program   2009 — 2009

Pace University - Lubin School of Business   1987 — 1992
BBA, Marketing Management

Hunter D. Phillips Hunter D. Phillips Atlanta, Georgia Details
Hunter D. Phillips's Wachovia Wealth Management Experience September 2004 - September 2008
Job Senior Investment Advisor at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management  September 2014 - Present
SunTrust Bank  September 2008 - September 2014
Wachovia Wealth Management   September 2004 - September 2008
Bank of America (Private Bank)   November 1999 - September 2004

Skills
Wealth Management, Portfolio Management, Investments, Investment Strategies, Alternative Investments, Investment Management, Bloomberg, Asset Managment, Tactical Asset..., Model Portfolios, High Net Worth..., Private Equity, Capital Markets, Hedge Funds, Trading, Longview, Upstream, ILX, Multi-generational..., Asset Management, Asset Allocation, Family Office, Separately Managed..., Structured Notes, Securities Lending, FactSet, Fixed Income Analysis, Mutual Funds, Fixed Income, Investment Advisory, Financial Analysis

Education
The University of Georgia   1988 — 1992
BA, Political science

Pepperdine University   2006 — 2007
Investment Fiduciary, Investments and Securities

University of Phoenix   2000 — 2002
MBA, Finance

Ashleigh Reeves Ashleigh Reeves Boston, Massachusetts Details
Ashleigh Reeves's Wachovia Wealth Management Experience January 2008 - October 2009
Job Strategy + Project Management
Industry Financial Services
Experience
Wells Fargo Private Bank  September 2011 - April 2015
Wells Fargo Private Bank  October 2009 - September 2011
Wachovia Wealth Management   January 2008 - October 2009
Wachovia Wealth Management   January 2006 - December 2007

Skills
Organizational..., Client Experience, Wealth Management, Process Improvement, Financial Services, Data Analysis, Project Management, Customer Experience, CRM, Business Strategy, Strategy, Management, Business Development, Risk Management, Leadership, Change Management, Cross-functional Team..., Project Planning, Analysis, Management Consulting, Program Management

Education
Massachusetts School of Professional Psychology   2009 — 2010
MA, Organizational Psychology

Wake Forest University   1999 — 2003
BA, Psychology and Sociology

Ashley Giles Ashley Giles Jacksonville, Florida Area Details
Ashley Giles's Wachovia Wealth Management Experience April 2008 - July 2010
Job Treasury Cash Analyst at EverBank
Industry Banking
Experience
EverBank  January 2012 - Present
WACHOVIA WEALTH MANAGEMENT   April 2008 - July 2010
WACHOVIA SETTLEMENT SERVICES  November 2005 - March 2008
ZC STERLING CORPORATION  May 2003 - November 2005

Skills
Excel

Education
East Carolina University - College of Business   1998 — 2002
BA, Marketing

Earl McLain Earl McLain Norfolk, Virginia Area Details
Earl McLain's Wachovia Wealth Management Experience July 2006 - December 2008
Job Wealth Advisor and Senior Vice President at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank  November 2010 - Present
Wells Fargo Private Bank  January 2009 - October 2010
Wachovia Wealth Management   July 2006 - December 2008
Wachovia Wealth Management   November 2002 - June 2006
Northwestern Mutual  August 1998 - October 2002
U.S. Navy   August 1978 - July 1998

Skills
Wealth Management, Multi-generational..., Relationship Management, Strategic Planning, Investment Strategies, Risk Management, Financial Advisory, Financial Services, Retirement

Education
Davidson High School

United States Naval Academy   1975 — 1979
BS, Physical Oceanography

Naval War College   1989 — 1990
MA, National Security and Strategic Studies

Salve Regina University   1989 — 1990
MS, Management

Frank B. Robards, III , JD, MBA, CFP® Frank B. Robards, III , JD, MBA, CFP® Charlotte, North Carolina Details
Frank B. Robards, III , JD, MBA, CFP®'s Wachovia Wealth Management Experience June 1996 - July 2006
Job Senior Vice President, Director of Fiduciary Services at First Citizens Bank
Industry Financial Services
Experience
First Citizens Bank  July 2014 - Present
Wells Fargo Private Bank  April 2011 - July 2014
First Citizens Bank  June 2007 - April 2011
Carolina First Bank  July 2006 - June 2007
Wachovia Wealth Management   June 1996 - July 2006
Berry, Adams, Quackenbush & Stuart, P.A.   June 1989 - June 1996

Skills
Estate Planning, Wealth Management, Financial Planning, Wealth Transfer, Trust Services, Asset Allocation, Wealth Management..., Wealth, Finance, Strategic Financial..., Retirement Planning, Securities, High Net Worth..., Mutual Funds, Investment Management, Investment Advisory, Series 7, Portfolio Management

Education
The United States Naval War College   2002 — 2004
NC&S Diploma

The Citadel   1986 — 1988
MBA

University of South Carolina School of Law   1981 — 1984
JD

The Citadel   1977 — 1981
BA, Political Science

Paul Kingston Paul Kingston Greater Philadelphia Area Details
Paul Kingston's Wachovia Wealth Management Experience May 2003 - November 2007
Job Vice President at Meridian Bank
Industry Banking
Experience
MeridianBank  August 2010 - Present
Citi  November 2007 - May 2010
Wachovia Wealth Management   May 2003 - November 2007

Skills
Securities, Wealth Management, Banking, Retail Banking, Series 6, FHA, Business Strategy, Private Banking, Investments, Relationship Management, Commercial Banking, Credit, Financial Reporting, Hedge Funds, Payments, Strategic Financial..., Private Equity, Commercial Mortgages, Investment Advisory, Cash Management, Asset Management, High Net Worth..., Leadership, Credit Risk, Lines Of Credit, Equities, Loans, Financial Services, Commercial Lending, Residential Mortgages, Portfolio Management, Credit Analysis, Financial Risk, Series 63, Small Business Lending, Retirement Planning, Estate Planning, Asset Based Lending, Financial Analysis, Series 7, Retirement, Risk Management, Mortgage Lending, Consumer Lending, Financial Modeling, Underwriting, Finance, Mutual Funds, Loan Origination, Due Diligence

Education
Drexel University - College of Business and Administration   1998 — 2000
Post Graduate Work

West Chester University of Pennsylvania   1989 — 1994
Bachelor of Science (B.S.), Music

General McLane High School   1985 — 1989

Christi Thompson Christi Thompson West Palm Beach, Florida Area Details
Christi Thompson's Wachovia Wealth Management Experience 2002 - 2009
Job Wealth Advisor Associate at BMO Harris Private Banking
Industry Financial Services
Experience
BMO Harris Private Banking  February 2009 - Present
Harris Private Bank  2009 - Present
Wachovia Wealth Management   2002 - 2009

Education
SUNY at Buffalo   1982 — 1986
Bachelor of Arts (B.A.), Business/Corporate Communications

Williamsville East

James Aten James Aten Lancaster, Pennsylvania Details
James Aten's Wachovia Wealth Management Experience 2001 - 2007
Job Vice President, National Penn Investors Trust Company
Industry Financial Services
Experience
National Penn  April 2014 - Present
Coastal Investment Advisors   April 2012 - April 2014
PNC  September 2007 - October 2010
Wachovia Wealth Management   2001 - 2007
Allied Investment Advisors   1997 - 2001

Skills
Asset Allocation, Wealth Management, Investments, Investment Advisory, Securities, Portfolio Management, Asset Management, Direct Sales, Mutual Funds, Institutional..., Fixed Income, Equities, Investment Management, Investment Strategies, Team Building, Financial Services, Financial Analysis, Banking, Management, Risk Management, Leadership, Public Speaking, Finance, Sales, Budgets, Customer Service, Marketing, Loans, Credit, Retirement Planning, Relationship Management

Education
Lebanon Valley College   1998 — 2000
MBA, Business Administration and Management, General

Millersville University of Pennsylvania   1983 — 1987
BA, Economics

Andrew M. Braumann, CFP® Andrew M. Braumann, CFP® Washington D.C. Metro Area Details
Andrew M. Braumann, CFP®'s Wachovia Wealth Management Experience April 1996 - March 2008
Job Senior Vice President at BB&T Wealth
Industry Financial Services
Experience
BB&T Wealth  April 2008 - Present
Wachovia Wealth Management   April 1996 - March 2008

Skills
Financial Services, Banking, Credit, Loans, Commercial Banking, Wealth, Estate Planning

Education
The George Washington University - School of Business
Master of Business Administration (MBA), Finance and Financial Management Services

Cara S. Hanna Cara S. Hanna Saint Petersburg, Florida Details
Cara S. Hanna's Wachovia Wealth Management Experience March 1992 - December 2007
Job Retired Private Client Advisor U S Trust, Bank of America's Private Wealth Management
Industry Financial Services
Experience
U S Trust, Bank of America's Private Wealth Management   Senior Vice-President/Private Client AdvisorU S Trust2007 - December 2012
Wachovia Wealth Management   March 1992 - December 2007
Wachovia (First Union)   December 1986 - April 1992

Skills
Wealth Management, Series 7, Asset Allocation, Wealth Management..., Retirement Planning, Portfolio Management, Investment Advisory, Investments, Investment Strategies, Alternative Investments, Mutual Funds, Equities

Education
West Virginia University   1978 — 1982
Bachelor of Arts (B.A.), European History

The American College
CFP, Financial Planning and Services

Joseph J. Baxter Joseph J. Baxter Charlotte, North Carolina Details
Joseph J. Baxter's Wachovia Wealth Management Experience 2001 - December 2003
Job Alternative Investments Consultant Desk Manager at Global Alternative Investment Services, Inc. at Wells Fargo
Industry Financial Services
Experience
Global Alternative Investment Services, Inc   January 2004 - Present
Wachovia - Wealth Management  2001 - December 2003
Interstate / Johnson Lane, Inc.   1998 - 2001
Interstate / Johnson Lane, Inc.   1993 - 1998
Interstate / Johnson Lane, Inc.   1991 - 1998
Smith Barney, Inc.   1990 - 1991
Smith Barney, Inc.   1981 - 1991
Merrill Lynch  1977 - 1981
Merrill Lynch  1973 - 1977
U. S Army  1968 - 1971

Skills
Portfolio Management, Sales Leadership..., Sales Training

Education
University of South Carolina-Columbia   1971 — 1973
Master of Arts (M.A.), International Studies

Belmont Abbey College   1964 — 1968
BA, Political Science

Rebecca Goulding Rebecca Goulding Hickory/Lenoir, North Carolina Area Details
Rebecca Goulding's Wachovia Wealth Management Experience June 2006 - August 2007
Job
Industry Financial Services
Experience
Wells Fargo Bank, N.A.   January 2010 - Present
Wells Fargo  September 2007 - January 2010
Wachovia Wealth Management   June 2006 - August 2007

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

Education
Appalachian State University   1987 — 1991
Business Administration and Management, General

Appalachian State University
Master of Business Administration (MBA), currently enrolled

Noel Yao Noel Yao United States Details
Noel Yao's Wachovia Wealth Management Experience November 2008 - September 2010
Job Compliance Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo International   June 2015 - Present
Wells Fargo Consumer Credit Solutions  October 2012 - May 2015
Wells Fargo Securities  September 2010 - October 2012
Wachovia Wealth Management   November 2008 - September 2010
Wachovia Bank, N.A.   September 2007 - November 2008

Skills
Financial Services, Financial Risk, Anti Money Laundering, Underwriting, AML, Operational Risk..., Operational Risk, Banking, Risk Management, Compliance, Private Banking, Financial Crimes..., Loans, Retail Banking, Securities, Commercial Banking, Wealth Management, Relationship Management, Credit Cards, Regulatory Compliance

Education
University of North Carolina at Charlotte
Bachelor of Arts (BA), Political Science and Government