Wachovia/First Union
Industry: Financial services company
DescriptionWachovia was a diversified financial services company based in Charlotte, North Carolina. Before its acquisition by Wells Fargo and Company in 2008, Wachovia was the fourth-largest bank holding company in the United States, based on total assets. Headquarters: Charlotte, NC Acquisition date: December 31, 2008 Founded: June 16, 1879 Parent organization: Wells Fargo Subsidiaries: Wells Fargo Advisors, Wachovia Service Corp,
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Wachovia/First Union Employees
Employee
Years
Job
Industry
Tracey Wade Tracey Wade's Wachovia/First Union Experience 1998 - 2002
Job Senior Director at Banfield, The Pet Hospital
Industry Veterinary
Experience
Banfield, The Pet Hospital April 2005 - Present
Citi 2002 - 2004
Wachovia/First Union 1998 - 2002
Cigna Insurance Services 1994 - 1998
Progressive Insurance 1993 - 1994
Balboa Life & Casualty 1986 - 1993
Skills
P&L Management, Team Building, Business Strategy, Change Management, Product Development, Customer Relations, Team Leadership, Insurance, Coaching, Market Research, Negotiation, Problem Solving, Product Management, Practice Management, Vendor Management, Microsoft Office, New Business Development, Contract Negotiation, Process Improvement, Performance Management, Program Management, Direct Marketing, Cross-functional Team..., Business Management, Management, Veterinary, Veterinary Medicine, Customer Service
Education
Indiana University Bloomington
Bachelor's degree
Banfield, The Pet Hospital April 2005 - Present
Citi 2002 - 2004
Wachovia/First Union 1998 - 2002
Cigna Insurance Services 1994 - 1998
Progressive Insurance 1993 - 1994
Balboa Life & Casualty 1986 - 1993
Skills
P&L Management, Team Building, Business Strategy, Change Management, Product Development, Customer Relations, Team Leadership, Insurance, Coaching, Market Research, Negotiation, Problem Solving, Product Management, Practice Management, Vendor Management, Microsoft Office, New Business Development, Contract Negotiation, Process Improvement, Performance Management, Program Management, Direct Marketing, Cross-functional Team..., Business Management, Management, Veterinary, Veterinary Medicine, Customer Service
Education
Indiana University Bloomington
Bachelor's degree
Rohn Griggs Rohn Griggs's Wachovia/First Union Experience 1996 - Present
Job
Industry Financial Services
Experience
Wells Fargo January 2009 - Present
Wachovia Corporation February 2002 - Present
Wachovia/First Union 1996 - Present
Skills
SDLC, Enterprise Architecture, SOA, Vendor Management, IT Strategy, Integration, Solution Architecture, Unix, IT Management, ECM, BPM, Workflow Applications, Cloud Computing, BAM, Business Process Design, Data Warehousing, Professional Services, Enterprise Content..., Business Analysis, Software Development, EAI
Education
University of North Carolina at Charlotte 1982 — 1986
BS
Wells Fargo January 2009 - Present
Wachovia Corporation February 2002 - Present
Wachovia/First Union 1996 - Present
Skills
SDLC, Enterprise Architecture, SOA, Vendor Management, IT Strategy, Integration, Solution Architecture, Unix, IT Management, ECM, BPM, Workflow Applications, Cloud Computing, BAM, Business Process Design, Data Warehousing, Professional Services, Enterprise Content..., Business Analysis, Software Development, EAI
Education
University of North Carolina at Charlotte 1982 — 1986
BS
Frank J. Schlitt, Jr. CPA Frank J. Schlitt, Jr. CPA's Wachovia/First Union Experience 2000 - 2000
Job Audit, Litigation, Business Consultant at Offutt Barton Schlitt LLC
Industry Accounting
Experience
Offutt Barton Schlitt LLC September 2013 - Present
Schlitt Builders, Inc December 2001 - October 2013
Indian River Soccer Assocation 2004 - 2011
Legend Properties 1997 - 2001
Wachovia/First Union 2000 - 2000
Colton CPA 1995 - 1997
KPMG 1991 - 1995
Berger Harris CPA 1988 - 1989
Skills
Residential Homes, Real Estate, Construction, Budgets, Strategic Planning, Construction Management, Contract Negotiation, QuickBooks, Microsoft Office, Negotiation, Microsoft Excel, Accounting, Financial Analysis, Public Speaking, Small Business, Customer Service, Investment Properties, Auditing, Cash Flow, Project Management, Project Planning, Renovation, Tax, Training
Education
University of South Flordia 1990 — 1991
Post Bachelorette, Accounting
University of Florida 1985 — 1988
Accounting, Accounting and Business/Management
Offutt Barton Schlitt LLC September 2013 - Present
Schlitt Builders, Inc December 2001 - October 2013
Indian River Soccer Assocation 2004 - 2011
Legend Properties 1997 - 2001
Wachovia/First Union 2000 - 2000
Colton CPA 1995 - 1997
KPMG 1991 - 1995
Berger Harris CPA 1988 - 1989
Skills
Residential Homes, Real Estate, Construction, Budgets, Strategic Planning, Construction Management, Contract Negotiation, QuickBooks, Microsoft Office, Negotiation, Microsoft Excel, Accounting, Financial Analysis, Public Speaking, Small Business, Customer Service, Investment Properties, Auditing, Cash Flow, Project Management, Project Planning, Renovation, Tax, Training
Education
University of South Flordia 1990 — 1991
Post Bachelorette, Accounting
University of Florida 1985 — 1988
Accounting, Accounting and Business/Management
James Lantis James Lantis's Wachovia/First Union Experience November 2000 - March 2002
Job Risk Management Executive at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase February 2011 - Present
Chase Bank August 2004 - January 2011
Wells Fargo Bank June 2002 - July 2004
Wachovia/First Union November 2000 - March 2002
Wachovia/First Union Bank May 1995 - November 2000
First National Bank of Omaha 1993 - 1995
GE Capital 1989 - 1993
Oscar Mayer January 1987 - December 1988
Skills
Leadership, Portfolio Management, Strategic Planning, Credit Risk, Credit, Credit Cards, Risk Management, Training, Loans, Cross-functional Team..., Management, Financial Services, Financial Risk, Organizational..., Finance, New Business Development, Marketing, Microsoft Excel, Executive Management, Basel II, Banking, Credit Analysis, Consumer Lending
Education
Southern Methodist University 1996 — 1998
Southwest Graduate School of Banking
Southeastern Oklahoma State University 1987 — 1988
MAS, Business
Southern Methodist University 1982 — 1986
BA, BS, Economics, Political Science
JPMorgan Chase February 2011 - Present
Chase Bank August 2004 - January 2011
Wells Fargo Bank June 2002 - July 2004
Wachovia/First Union November 2000 - March 2002
Wachovia/First Union Bank May 1995 - November 2000
First National Bank of Omaha 1993 - 1995
GE Capital 1989 - 1993
Oscar Mayer January 1987 - December 1988
Skills
Leadership, Portfolio Management, Strategic Planning, Credit Risk, Credit, Credit Cards, Risk Management, Training, Loans, Cross-functional Team..., Management, Financial Services, Financial Risk, Organizational..., Finance, New Business Development, Marketing, Microsoft Excel, Executive Management, Basel II, Banking, Credit Analysis, Consumer Lending
Education
Southern Methodist University 1996 — 1998
Southwest Graduate School of Banking
Southeastern Oklahoma State University 1987 — 1988
MAS, Business
Southern Methodist University 1982 — 1986
BA, BS, Economics, Political Science
Terry Kaminsky Terry Kaminsky's Wachovia/First Union Experience 1998 - 2001
Job App System Engineer at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors September 2015 - Present
Signature Consultants 2012 - August 2015
Wells Fargo Advisors/Wachovia 2006 - 2011
Wachovia 2002 - 2006
Wachovia/First Union 1998 - 2001
KB Toys 1998 - 1998
GE Plastics 1996 - 1998
Telecommunications Initiative Project 1995 - 1996
Skills
COBOL, VSAM, SPUFI, Xpediter, Endevor, Easytrieve, Syncsort, Fileaid, DB2/SQL, CICS, JCL, NDM, Mainframe, QMF, Autosys, Access, APS, Analysis, TSO, Requirements Analysis, SDLC, WebSphere MQ, IMS DB/DC, Databases, SQL, System Testing, Systems Analysis, Teradata, Visio, DB2, Data Warehousing, Endeavor, FTP, Requirements Gathering, Business Requirements, Business Analysis, Unix, Oracle, Quality Assurance, User Acceptance Testing, PL/SQL, Test Planning
Education
Boston University
Bachelor of Liberal Studies, Social History of Industrial America, 3.4
Hudson Valley Community College
Associate’s in Applied Science, Computer Information Systems, 3.78
Wells Fargo Advisors September 2015 - Present
Signature Consultants 2012 - August 2015
Wells Fargo Advisors/Wachovia 2006 - 2011
Wachovia 2002 - 2006
Wachovia/First Union 1998 - 2001
KB Toys 1998 - 1998
GE Plastics 1996 - 1998
Telecommunications Initiative Project 1995 - 1996
Skills
COBOL, VSAM, SPUFI, Xpediter, Endevor, Easytrieve, Syncsort, Fileaid, DB2/SQL, CICS, JCL, NDM, Mainframe, QMF, Autosys, Access, APS, Analysis, TSO, Requirements Analysis, SDLC, WebSphere MQ, IMS DB/DC, Databases, SQL, System Testing, Systems Analysis, Teradata, Visio, DB2, Data Warehousing, Endeavor, FTP, Requirements Gathering, Business Requirements, Business Analysis, Unix, Oracle, Quality Assurance, User Acceptance Testing, PL/SQL, Test Planning
Education
Boston University
Bachelor of Liberal Studies, Social History of Industrial America, 3.4
Hudson Valley Community College
Associate’s in Applied Science, Computer Information Systems, 3.78
Donna Deal Donna Deal's Wachovia/First Union Experience 1981 - 2009
Job Retired Regional Bank Private Banker, AVP
Industry Banking
Experience
Wells Fargo January 2015 - Present
Wells Fargo Bank 2010 - Present
Wachovia Bank November 1981 - May 2010
Wachovia/First Union 1981 - 2009
Archdiocese of Philadelphia September 1972 - June 1981
Skills
Life Insurance, Small Business Lending, Series 7, Consumer Lending, Series 63, Loans, Investments, Retirement Planning, Small Business, Mortgage Lending, Retirement, Commercial Lending, Banking, Wealth Management, Credit, Finance, Sales, Loan Origination, Residential Mortgages
Education
Saint Joseph's University
Wells Fargo January 2015 - Present
Wells Fargo Bank 2010 - Present
Wachovia Bank November 1981 - May 2010
Wachovia/First Union 1981 - 2009
Archdiocese of Philadelphia September 1972 - June 1981
Skills
Life Insurance, Small Business Lending, Series 7, Consumer Lending, Series 63, Loans, Investments, Retirement Planning, Small Business, Mortgage Lending, Retirement, Commercial Lending, Banking, Wealth Management, Credit, Finance, Sales, Loan Origination, Residential Mortgages
Education
Saint Joseph's University
Otway Wallace Otway Wallace's Wachovia/First Union Experience 1998 - 2005
Job Sales Excellence Manager, SVP
Industry Banking
Experience
SunTrust Mortgage December 2006 - January 2014
Wachovia 1998 - 2005
Wachovia/First Union 1998 - 2005
Bank of America 1985 - 1998
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, FHA, Leadership, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Refinance, Residential Mortgages, Sales, Underwriting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1993
MBA, Business
Hampden-Sydney College 1980 — 1984
BS, Economics
SunTrust Mortgage December 2006 - January 2014
Wachovia 1998 - 2005
Wachovia/First Union 1998 - 2005
Bank of America 1985 - 1998
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, FHA, Leadership, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Refinance, Residential Mortgages, Sales, Underwriting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1993
MBA, Business
Hampden-Sydney College 1980 — 1984
BS, Economics
Walt Joyce's Wachovia/First Union Experience 1985 - 2006
Job Chief Technology Officer, Senior Vice President
Industry Financial Services
Experience
Yadkin Bank November 2009 - October 2014
Carolinas Agency - John Hancock October 2007 - October 2009
Wachovia Bank, NA January 2000 - June 2006
Wachovia 1985 - 2006
Wachovia/First Union 1985 - 2006
Wachovia Bank, NA December 1996 - January 2000
Wachovia Bank – Operational Services 1985 - 2000
Wachovia Bank, NA August 1985 - December 1996
US Army May 1977 - August 1985
Skills
Contract Negotiation, Vendor Management, Organizational..., Risk Management, Process Improvement, Disaster Recovery, Business Process, Financial Analysis, Analysis, Budgets, Team Leadership, Project Portfolio..., IT Management, Cross-functional Team..., Management, Executive Management, Business Analysis, Banking, IT Operations, Finance, Data Center, Security, Information Technology, Business Process..., Program Management, Customer Service, Coaching, Change Management, Team Building, Service Delivery, Project Management, Leadership, Negotiation, Financial Services, Investments, Logistics, Training, Strategic Planning, Insurance, Integration, Enterprise Architecture, Strategy, Mergers & Acquisitions, Organizational..., Operations Management, IT Strategy, System Administration, Marketing, Portfolio Management, Information Security
Education
University of Southern California 1981 — 1984
MS, Systems Management
Davidson College 1973 — 1977
BA, Political Science
Yadkin Bank November 2009 - October 2014
Carolinas Agency - John Hancock October 2007 - October 2009
Wachovia Bank, NA January 2000 - June 2006
Wachovia 1985 - 2006
Wachovia/First Union 1985 - 2006
Wachovia Bank, NA December 1996 - January 2000
Wachovia Bank – Operational Services 1985 - 2000
Wachovia Bank, NA August 1985 - December 1996
US Army May 1977 - August 1985
Skills
Contract Negotiation, Vendor Management, Organizational..., Risk Management, Process Improvement, Disaster Recovery, Business Process, Financial Analysis, Analysis, Budgets, Team Leadership, Project Portfolio..., IT Management, Cross-functional Team..., Management, Executive Management, Business Analysis, Banking, IT Operations, Finance, Data Center, Security, Information Technology, Business Process..., Program Management, Customer Service, Coaching, Change Management, Team Building, Service Delivery, Project Management, Leadership, Negotiation, Financial Services, Investments, Logistics, Training, Strategic Planning, Insurance, Integration, Enterprise Architecture, Strategy, Mergers & Acquisitions, Organizational..., Operations Management, IT Strategy, System Administration, Marketing, Portfolio Management, Information Security
Education
University of Southern California 1981 — 1984
MS, Systems Management
Davidson College 1973 — 1977
BA, Political Science
James Barnhart James Barnhart's Wachovia/First Union Experience January 1996 - January 2003
Job Sales Management & Marketing
Industry Banking
Experience
SunTrust Bank October 2009 - Present
Bank of America January 2003 - October 2009
Wachovia/First Union January 1996 - January 2003
First Union/Wachovia January 1991 - January 2003
Triad Consumer Bank January 1995 - January 1996
First Union January 1991 - January 1995
Nissan Motor Acceptance Corporation January 1988 - January 1990
Crestar Bank January 1986 - January 1988
Sovran Bank January 1983 - January 1986
Education
James Madison University
Business Administration
SunTrust Bank October 2009 - Present
Bank of America January 2003 - October 2009
Wachovia/First Union January 1996 - January 2003
First Union/Wachovia January 1991 - January 2003
Triad Consumer Bank January 1995 - January 1996
First Union January 1991 - January 1995
Nissan Motor Acceptance Corporation January 1988 - January 1990
Crestar Bank January 1986 - January 1988
Sovran Bank January 1983 - January 1986
Education
James Madison University
Business Administration
Rita D Chambers Rita D Chambers's Wachovia/First Union Experience 1998 - 2008
Job Release Services Manager, Internet Services Group at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2010 - Present
Wachovia 2006 - February 2010
Wachovia/First Union 1998 - 2008
Wachovia/First Union 1995 - 2005
First Union 1983 - 1995
Skills
Mortgage Lending, Mortgage Banking, Business Analysis, Banking, Underwriting, Loans
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1978 — 1982
BSBA, Business, Finance
Sanderson High School
Wells Fargo January 2010 - Present
Wachovia 2006 - February 2010
Wachovia/First Union 1998 - 2008
Wachovia/First Union 1995 - 2005
First Union 1983 - 1995
Skills
Mortgage Lending, Mortgage Banking, Business Analysis, Banking, Underwriting, Loans
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1978 — 1982
BSBA, Business, Finance
Sanderson High School
Greg Crawford Greg Crawford's Wachovia/First Union Experience April 1998 - March 2004
Job Business Relationship Manager Wells Fargo Bank
Industry Financial Services
Experience
Communities in Schools Cabarrus County June 2013 - Present
Habitat for Humanity International 2013 - Present
Wells Fargo Bank September 2010 - Present
Wachovia Bank March 2004 - September 2010
Wachovia/First Union April 1998 - March 2004
Skills
Small Business Lending, Loans, Financial Services, Banking, Portfolio Management, Finance, Commercial Banking, Business Development, Business Planning, Management, Credit, Underwriting, Sales, Customer Service, Asset Management, Commercial Lending, Small Business, Sales Management, Credit Analysis
Education
University of Florida 1983 — 1986
Bachelor's degree, Agricultural Economics
Communities in Schools Cabarrus County June 2013 - Present
Habitat for Humanity International 2013 - Present
Wells Fargo Bank September 2010 - Present
Wachovia Bank March 2004 - September 2010
Wachovia/First Union April 1998 - March 2004
Skills
Small Business Lending, Loans, Financial Services, Banking, Portfolio Management, Finance, Commercial Banking, Business Development, Business Planning, Management, Credit, Underwriting, Sales, Customer Service, Asset Management, Commercial Lending, Small Business, Sales Management, Credit Analysis
Education
University of Florida 1983 — 1986
Bachelor's degree, Agricultural Economics
Peter D'Angelo Peter D'Angelo's Wachovia/First Union Experience October 1998 - May 2002
Job Sr. Program Manager at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF March 2014 - Present
Bank of America April 2012 - February 2014
Bank of America December 2010 - April 2012
Bank of America June 2007 - December 2010
Bank of America May 2003 - May 2007
Bank of America May 2002 - May 2003
Wachovia/First Union October 1998 - May 2002
Wachovia of North Carolina (Formerly First Union), Charlotte, NC September 1995 - September 1998
Data Exchange, Inc., New York, NY June 1987 - August 1995
Skills
Green Belt, PMO, Vendor Management, Program Management, Process Improvement, Risk Management, SDLC, Project Portfolio..., PMP, Business Alignment, Project Management, IT Management, Change Management, Cross-functional Team..., Six Sigma, Business Process, Management, Integration, Business Intelligence, Enterprise Software, Stakeholder Management, Leadership, Data Warehousing, IT Strategy, Strategy, CRM, Analytics, Project Planning
Education
Farmingdale State University of New York
Computer Science
TIAA-CREF March 2014 - Present
Bank of America April 2012 - February 2014
Bank of America December 2010 - April 2012
Bank of America June 2007 - December 2010
Bank of America May 2003 - May 2007
Bank of America May 2002 - May 2003
Wachovia/First Union October 1998 - May 2002
Wachovia of North Carolina (Formerly First Union), Charlotte, NC September 1995 - September 1998
Data Exchange, Inc., New York, NY June 1987 - August 1995
Skills
Green Belt, PMO, Vendor Management, Program Management, Process Improvement, Risk Management, SDLC, Project Portfolio..., PMP, Business Alignment, Project Management, IT Management, Change Management, Cross-functional Team..., Six Sigma, Business Process, Management, Integration, Business Intelligence, Enterprise Software, Stakeholder Management, Leadership, Data Warehousing, IT Strategy, Strategy, CRM, Analytics, Project Planning
Education
Farmingdale State University of New York
Computer Science
Bill Crabtree Bill Crabtree's Wachovia/First Union Experience October 1999 - June 2003
Job Head of Business Development at Barclaycard
Industry Financial Services
Experience
Barclaycard May 2015 - Present
Barclaycard September 2013 - April 2015
Barclaycard August 2012 - August 2013
Barclaycard July 2008 - August 2012
GE Money August 2005 - July 2008
GE Money January 2004 - August 2005
Wachovia/First Union October 1999 - June 2003
MasterCard Int'l March 1998 - September 1999
GE Capital July 1990 - March 1998
Skills
Business Development, Strategic Planning, Financial Services, Pricing, Strategic Partnerships, Credit Cards, Business Relationship...
Education
University of North Carolina at Chapel Hill
BA
Barclaycard May 2015 - Present
Barclaycard September 2013 - April 2015
Barclaycard August 2012 - August 2013
Barclaycard July 2008 - August 2012
GE Money August 2005 - July 2008
GE Money January 2004 - August 2005
Wachovia/First Union October 1999 - June 2003
MasterCard Int'l March 1998 - September 1999
GE Capital July 1990 - March 1998
Skills
Business Development, Strategic Planning, Financial Services, Pricing, Strategic Partnerships, Credit Cards, Business Relationship...
Education
University of North Carolina at Chapel Hill
BA
Reese Issel's Wachovia/First Union Experience 2001 - 2008
Job Thought Leader at Green Electron
Industry Banking
Experience
Green Electron August 2008 - Present
Wachovia/First Union 2001 - 2008
Wachovia October 1998 - December 2007
Compass Group 1996 - 1998
Skills
Strategy, Data Center, Business Strategy, Financial Risk, Operational Risk..., Networking, Banking, Offshoring, Vendor Management, Risk Management, SDLC, Financial Services, Business Analysis
Education
Duke University - The Fuqua School of Business 1993 — 1995
mba
BS & MS Computer Science
Green Electron August 2008 - Present
Wachovia/First Union 2001 - 2008
Wachovia October 1998 - December 2007
Compass Group 1996 - 1998
Skills
Strategy, Data Center, Business Strategy, Financial Risk, Operational Risk..., Networking, Banking, Offshoring, Vendor Management, Risk Management, SDLC, Financial Services, Business Analysis
Education
Duke University - The Fuqua School of Business 1993 — 1995
mba
BS & MS Computer Science
Ben Heatley's Wachovia/First Union Experience 1999 - 2001
Job
Industry Financial Services
Experience
Wells Fargo Bank, N.A. April 2007 - Present
Wachovia Bank, N.A. March 2005 - April 2007
Wachovia Bank, N.A. April 2002 - March 2005
Wachovia/First Union 1999 - 2001
First Union September 1998 - May 1999
First Union October 1995 - September 1998
First Union February 1994 - October 1995
Skills
AML, Banking, Compliance, Due Diligence, Enterprise Risk..., Governance, Policy, Risk Management
Education
Johnson C. Smith University - JCSU
Bachelor of Arts
Wells Fargo Bank, N.A. April 2007 - Present
Wachovia Bank, N.A. March 2005 - April 2007
Wachovia Bank, N.A. April 2002 - March 2005
Wachovia/First Union 1999 - 2001
First Union September 1998 - May 1999
First Union October 1995 - September 1998
First Union February 1994 - October 1995
Skills
AML, Banking, Compliance, Due Diligence, Enterprise Risk..., Governance, Policy, Risk Management
Education
Johnson C. Smith University - JCSU
Bachelor of Arts
Bray Jones's Wachovia/First Union Experience 1995 - 1999
Job Chief Information Officer (CIO)
Industry Information Technology and Services
Experience
Empowered Benefits, LLC September 2012 - Present
Empowered Benefits, LLC June 2009 - September 2012
Empowered Benefits, LLC February 2002 - May 2009
Vialogix 1999 - 2002
Wachovia/First Union 1995 - 1999
Westinghouse Savannah River Company May 1989 - August 1995
Skills
CSS, Perl, MySQL, JavaScript, Apache, Java, SOA, Linux, SDLC, Enterprise Software, Software Development, SaaS, IT Strategy
Education
Appalachian State University 1985 — 1989
Bachelor's degree, Computer Science
Empowered Benefits, LLC September 2012 - Present
Empowered Benefits, LLC June 2009 - September 2012
Empowered Benefits, LLC February 2002 - May 2009
Vialogix 1999 - 2002
Wachovia/First Union 1995 - 1999
Westinghouse Savannah River Company May 1989 - August 1995
Skills
CSS, Perl, MySQL, JavaScript, Apache, Java, SOA, Linux, SDLC, Enterprise Software, Software Development, SaaS, IT Strategy
Education
Appalachian State University 1985 — 1989
Bachelor's degree, Computer Science
Matthew Hickman's Wachovia/First Union Experience 1998 - 2004
Job Procurement Manager at Glock
Industry Logistics and Supply Chain
Experience
GLOCK, Inc. August 2014 - Present
Gexpro October 2005 - Present
Manufactures Link October 2004 - October 2005
Wachovia/First Union 1998 - 2004
Evergreen Investments 2000 - 2001
Skills
Supply Chain Management, Sourcing, Supply Chain, Inventory Management, Purchasing, Process Improvement, Six Sigma, Operations Management, Logistics, Pricing, Forecasting, Procurement, Continuous Improvement, Strategic Sourcing, Cross-functional Team..., Supply Chain..., Manufacturing, Supply Chain Operations, Warehouse Management
Education
The University of Georgia 1994 — 1998
Bachelor of Business Administration (BBA), Finance, General
Dacula High School 1989 — 1993
GLOCK, Inc. August 2014 - Present
Gexpro October 2005 - Present
Manufactures Link October 2004 - October 2005
Wachovia/First Union 1998 - 2004
Evergreen Investments 2000 - 2001
Skills
Supply Chain Management, Sourcing, Supply Chain, Inventory Management, Purchasing, Process Improvement, Six Sigma, Operations Management, Logistics, Pricing, Forecasting, Procurement, Continuous Improvement, Strategic Sourcing, Cross-functional Team..., Supply Chain..., Manufacturing, Supply Chain Operations, Warehouse Management
Education
The University of Georgia 1994 — 1998
Bachelor of Business Administration (BBA), Finance, General
Dacula High School 1989 — 1993
Kyle Bartel's Wachovia/First Union Experience 1997 - 2008
Job Apps Systems Engineer at Wells Fargo
Industry Banking
Experience
Wells Fargo 1997 - Present
Wachovia/First Union 1997 - 2008
Data Center Management (DCM) April 1992 - August 1997
WBTV Charlotte May 1990 - April 1992
Skills
Apache, WebSphere Application..., JBoss Application Server, DataPower, Web Logic, Linux System..., Websphere, SOA, WebSphere MQ, SDLC, Enterprise Architecture, Unix, TCP/IP, Visio, Application Architecture, Architecture, Middleware, Network Appliance, Solaris, Weblogic
Education
University of North Carolina at Charlotte - Belk College of Business 2009 — 2012
MBA, Information Technology Management
Appalachian State University 1986 — 1990
BS, Communications/Political Science
Wells Fargo 1997 - Present
Wachovia/First Union 1997 - 2008
Data Center Management (DCM) April 1992 - August 1997
WBTV Charlotte May 1990 - April 1992
Skills
Apache, WebSphere Application..., JBoss Application Server, DataPower, Web Logic, Linux System..., Websphere, SOA, WebSphere MQ, SDLC, Enterprise Architecture, Unix, TCP/IP, Visio, Application Architecture, Architecture, Middleware, Network Appliance, Solaris, Weblogic
Education
University of North Carolina at Charlotte - Belk College of Business 2009 — 2012
MBA, Information Technology Management
Appalachian State University 1986 — 1990
BS, Communications/Political Science
Gray Terry's Wachovia/First Union Experience November 1987 - September 1998
Job Privacy Compliance Officer/Business Analyst at Philips CIPP/PMP/CAPM
Industry Medical Devices
Experience
Philips Healthcare April 2004 - Present
Philips December 2003 - Present
Terry Mediation/Arbitration January 1999 - Present
Wachovia/First Union November 1987 - September 1998
Skills
Contract Disputes, Banking, Mediation, Healthcare, Arbitration, Investments, Mergers, Dispute Resolution, Strategic Planning, Mergers & Acquisitions, Alternative Dispute..., Contract Negotiation, Corporate Law, Privacy Law, Due Diligence, Financial Services, Litigation, Commercial Litigation, Courts, Insurance, Negotiation, Risk Management, Legal Research, Auditing, Training, Management, Strategy, Process Improvement, Software Documentation, Business Process..., Cross-functional Team..., Finance, Analysis, Change Management, Management Consulting, Start-ups, Leadership, Business Development, Program Management
Education
Emory University 2006 — 2007
Certification, Paralegal Certificate
Samford University 1984 — 1986
MBA, Business
University of Alabama 1978 — 1982
BS, Banking
Philips Healthcare April 2004 - Present
Philips December 2003 - Present
Terry Mediation/Arbitration January 1999 - Present
Wachovia/First Union November 1987 - September 1998
Skills
Contract Disputes, Banking, Mediation, Healthcare, Arbitration, Investments, Mergers, Dispute Resolution, Strategic Planning, Mergers & Acquisitions, Alternative Dispute..., Contract Negotiation, Corporate Law, Privacy Law, Due Diligence, Financial Services, Litigation, Commercial Litigation, Courts, Insurance, Negotiation, Risk Management, Legal Research, Auditing, Training, Management, Strategy, Process Improvement, Software Documentation, Business Process..., Cross-functional Team..., Finance, Analysis, Change Management, Management Consulting, Start-ups, Leadership, Business Development, Program Management
Education
Emory University 2006 — 2007
Certification, Paralegal Certificate
Samford University 1984 — 1986
MBA, Business
University of Alabama 1978 — 1982
BS, Banking
Jed Guenther's Wachovia/First Union Experience 1991 - 2008
Job Managing Director at Wells Fargo Bank, NA
Industry Banking
Experience
Wachovia, A Wells Fargo Company Managing DirectorWells Fargo2009 - Present
Wachovia/First Union 1991 - 2008
Education
UNC Chapel Hill 1986 — 1990
Business Administration and Management, General
Wachovia, A Wells Fargo Company Managing DirectorWells Fargo2009 - Present
Wachovia/First Union 1991 - 2008
Education
UNC Chapel Hill 1986 — 1990
Business Administration and Management, General
Charles Held's Wachovia/First Union Experience March 2001 - October 2002
Job Senior Windows Operating Systems Engineer at Wells Fargo contract through Apex Systems
Industry Computer Networking
Experience
Wells Fargo - contract through Apex Systems July 2013 - Present
Extended Stay America March 2013 - June 2013
Microsoft - contract through Collabera Inc. February 2012 - February 2013
TicketReturn – contract through Technology Project Management August 2011 - December 2011
Microsoft Corporation - contract through Volt January 2011 - June 2011
Time-Warner Cable contract through Acclaim Systems April 2006 - September 2007
CSI, Inc. February 2003 - March 2006
Wachovia/First Union March 2001 - October 2002
Technologies Edge 2000 - 2001
Hynes Inc 1997 - 2000
Skills
Active Directory, VMware, DNS, Windows Server, Security, Servers, Troubleshooting, DHCP, Networking, Windows 7, Windows XP, Software Documentation, Data Center, TCP/IP, Windows
Education
University of North Carolina at Chapel Hill
Bachelor of Science (B.S.), Mathematics and Computer Science
Wells Fargo - contract through Apex Systems July 2013 - Present
Extended Stay America March 2013 - June 2013
Microsoft - contract through Collabera Inc. February 2012 - February 2013
TicketReturn – contract through Technology Project Management August 2011 - December 2011
Microsoft Corporation - contract through Volt January 2011 - June 2011
Time-Warner Cable contract through Acclaim Systems April 2006 - September 2007
CSI, Inc. February 2003 - March 2006
Wachovia/First Union March 2001 - October 2002
Technologies Edge 2000 - 2001
Hynes Inc 1997 - 2000
Skills
Active Directory, VMware, DNS, Windows Server, Security, Servers, Troubleshooting, DHCP, Networking, Windows 7, Windows XP, Software Documentation, Data Center, TCP/IP, Windows
Education
University of North Carolina at Chapel Hill
Bachelor of Science (B.S.), Mathematics and Computer Science
Rhonda Whitley's Wachovia/First Union Experience November 1999 - March 2005
Job Consultant, TIAA Way at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2012 - Present
TIAA-CREF April 2009 - March 2012
TIAA-CREF March 2007 - April 2009
TIAA-CREF April 2005 - March 2007
Wachovia/First Union November 1999 - March 2005
First Citizens Bank February 1997 - October 1999
First Citizens Bank June 1994 - February 1997
Skills
FINRA Series 6 & 63, NC Life/Health/Variable..., Wealth Management, Retirement Planning, Investments, Financial Services, Financial Planning, Mutual Funds, Series 63, Financial Advisory, Banking, Process Improvement, Investment Strategies, Management, FINRA
Education
College for Financial Planning 2010 — 2015
Chartered Retirement Plans Specialist
Campbell University 1990 — 1994
Bachelor of Business Administration, Trust Management and Financial Planning
TIAA-CREF April 2012 - Present
TIAA-CREF April 2009 - March 2012
TIAA-CREF March 2007 - April 2009
TIAA-CREF April 2005 - March 2007
Wachovia/First Union November 1999 - March 2005
First Citizens Bank February 1997 - October 1999
First Citizens Bank June 1994 - February 1997
Skills
FINRA Series 6 & 63, NC Life/Health/Variable..., Wealth Management, Retirement Planning, Investments, Financial Services, Financial Planning, Mutual Funds, Series 63, Financial Advisory, Banking, Process Improvement, Investment Strategies, Management, FINRA
Education
College for Financial Planning 2010 — 2015
Chartered Retirement Plans Specialist
Campbell University 1990 — 1994
Bachelor of Business Administration, Trust Management and Financial Planning
Sandy McMurray's Wachovia/First Union Experience January 1996 - December 2008
Job
Industry Banking
Experience
Wells Fargo May 2013 - Present
Wells Fargo January 2009 - April 2013
wachovia/first union January 1996 - December 2008
Skills
Microsoft Excel, Microsoft Word, Business system testing, Managing testing..., Account Analysis...
Education
Central Michigan University 1979 — 1980
Master of Arts (M.A.), Business Administration and Management, General
Bethel University 1966 — 1969
Bachelor of Arts (BA), Social Studies Teacher Education
Wells Fargo May 2013 - Present
Wells Fargo January 2009 - April 2013
wachovia/first union January 1996 - December 2008
Skills
Microsoft Excel, Microsoft Word, Business system testing, Managing testing..., Account Analysis...
Education
Central Michigan University 1979 — 1980
Master of Arts (M.A.), Business Administration and Management, General
Bethel University 1966 — 1969
Bachelor of Arts (BA), Social Studies Teacher Education
Sherri Tyler's Wachovia/First Union Experience January 1991 - January 2011
Job Technical Writer/Project Support at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2013 - Present
Wachovia/First Union January 1991 - January 2011
Skills
Mortgage Lending, Visio, Software Documentation, Banking, Loans
Education
University of North Carolina at Wilmington
Wells Fargo April 2013 - Present
Wachovia/First Union January 1991 - January 2011
Skills
Mortgage Lending, Visio, Software Documentation, Banking, Loans
Education
University of North Carolina at Wilmington
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.