Wachovia/Wells Fargo

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Wachovia/Wells Fargo Employees

Employee
Years
Job
Industry
Ekeisha Gibbs Ekeisha Gibbs Covington, Georgia Details
Ekeisha Gibbs's Wachovia/Wells Fargo Experience July 2005 - August 2010
Job Personal Banker II/Business Advocate
Industry Banking
Experience
Wells Fargo  January 2014 - Present
Wells Fargo Bank  September 2011 - December 2013
Wachovia/Wells Fargo   July 2005 - August 2010

Skills
Strategic Management, Public Speaking, Partnership and..., Team Building, Performance Management, Leadership, Sales, Finance, Retail Banking, Loans, Credit, Portfolio Management

Education
Tuskegee University
Sales and Marketing

Erika Goodman Erika Goodman Charleston, South Carolina Area Details
Erika Goodman's Wachovia/Wells Fargo Experience May 2004 - March 2010
Job
Industry Financial Services
Experience
BB&T  July 2014 - Present
Bank of America  March 2010 - November 2013
Wachovia/Wells Fargo   May 2004 - March 2010

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Banking, Analysis, Financial Analysis, Access, Loans

Education
University of North Carolina at Wilmington

Bill Shantz Bill Shantz Columbus, Ohio Area Details
Bill Shantz's Wachovia/Wells Fargo Experience November 2007 - August 2008
Job Owner/Operator Minuteman Press Lewis Center
Industry Printing
Experience
Minuteman Press  August 2013 - Present
Retirement Marketing Solutions   September 2008 - September 2012
Wachovia/Wells Fargo   November 2007 - August 2008

Skills
Full Service Printing, Marketing, Design, Business Cards, Brochures, Flyers, Direct Mail, Advertising, Customer Satisfaction, Negotiation, Graphics, Customer Service, New Business Development, Social Media Marketing, Wide Format Printing, Desktop Publishing, Sales, Small Business, Team Building

Education
The Ohio State University   1994 — 1999
Bachelor of Arts (BA), English/Language Arts Teacher Education

Selena Miller Selena Miller Florence, Alabama Area Details
Selena Miller's Wachovia/Wells Fargo Experience 2006 - 2010
Job Director of Sales and Marketing at Marriott Shoals Hotel and Spa
Industry Hospitality
Experience
PCH Hotels & Resorts  August 2010 - Present
Marriott Shoals Hotel and Spa  August 2010 - Present
Renaissance Ross Bridge Golf Resort & Spa  August 2010 - Present
Wachovia/Wells Fargo   2006 - 2010
Mapleton Cellars, Inc   2005 - 2006
Columbia & Country Cottages   2004 - 2005
Comcast Cable Telecommunications   1996 - 2003
Shoals Chamber of Commerce  1993 - 1996

Skills
Customer Relations, Budgeting, Training Skills, Public Relations, Marketing Communications, Marketing Strategy, Public Speaking, Creative Writing, Hospitality, Promotions, Conferences, Event Planning, Customer Service, Budgets, Events, Customer Satisfaction, Corporate Events, Marketing, Event Management, B2B, Meeting Planning, Email Marketing, Hospitality Industry, Trade Shows, Training, Hospitality Management, Sales, Food & Beverage, Social Media Marketing, Tourism, Catering, Hotel Management, Convention Services, Revenue Analysis, Restaurants, Yield Management, Banquets

Education
University of North Alabama   1984 — 1988
BS, Marketing/English

Melissa Gill Melissa Gill Charlotte, North Carolina Area Details
Melissa Gill's Wachovia/Wells Fargo Experience 1995 - 2005
Job VP Global Program Director at Bank of America Merchant Services
Industry Financial Services
Experience
Bank of America Merchant Services  December 2014 - Present
Federal Reserve Bank of Richmond  October 2011 - December 2014
Robbins Gioia  September 2005 - October 2011
Wachovia/Wells Fargo   1995 - 2005
Hearst  1993 - 1995

Skills
Change Management, Financial Analysis, Analysis, Mergers & Acquisitions, Management, Leadership, Accounting, Strategy, Finance, Operations Management, Project Planning, Banking, Risk Management, Budgets, Contract Negotiation, Forecasting, Financial Risk, Policy, Mergers, Consulting, Capital Markets

Education
Wake Forest University - Babcock Graduate School of Management   1998 — 2000
Masters, Business

The University of Akron   1988 — 1991
Bachelors of Science, Accounting

Chris Petot Chris Petot Louisville, Kentucky Details
Chris Petot's Wachovia/Wells Fargo Experience November 2009 - April 2011
Job Photographer
Industry Marketing and Advertising
Experience
Media Solutions  September 2014 - Present
Capertured   September 2013 - Present
Galt House Hotel & Suites  December 2012 - Present
Amazon  February 2014 - September 2014
Physicians Primary Care; Louisville, Ky   October 2012 - August 2013
Flying Biscuit Cafe   April 2012 - October 2012
OgilvyAction  May 2012 - August 2012
Skeenation Charlotte   June 2011 - July 2012
Devcon Security  July 2011 - April 2012
Wachovia/Wells Fargo   November 2009 - April 2011

Skills
Sales, Customer Service, Retail, B2B, Cold Calling, Event Planning, Product Marketing, Food Service, Group Presentations, B2C, Community Relations, Facebook, Management, Social Media, Leadership, Community Development, Photography, Marketing, Advertising, Sales Management, Sales Operations, Public Relations, Account Management

Education
University of Kentucky   1999 — 2005
Kinesiology, Science, Education, Business, Marketing

Lexington Community College   1999 — 2002
Associates in Science, business

Matthew Orth Matthew Orth Houston, Texas Area Details
Matthew Orth's Wachovia/Wells Fargo Experience September 1997 - September 2008
Job Senior Wealth Advisor
Industry Financial Services
Experience
Comerica Bank  August 2011 - Present
BNY Mellon  October 2008 - September 2011
Wachovia/Wells Fargo   September 1997 - September 2008
UJB/Summit Bank   1995 - 1997
Bucks County Bank  1989 - 1995
Dean Witter  1986 - 1988

Skills
Portfolio Management, Asset Management, Investments, Asset Allocation, Mergers & Acquisitions, Wealth Management, Financial Services, Strategic Financial..., Banking, Retirement, Investment Advisory, Alternative Investments, Wealth Management...

Education
The University of Texas at Austin   1979 — 1983
Bachelor’s Degree, Finance

Marian Christian H.S.

Rodger Saffin Rodger Saffin Naples, Florida Details
Rodger Saffin's Wachovia/Wells Fargo Experience October 2006 - October 2008
Job Regional Sales / Implementation Partner at Millenium Products
Industry Information Technology and Services
Experience
Millenium Products, Inc.   May 2015 - Present
Queen Associates  August 2013 - April 2015
Queen Associates  August 2012 - July 2013
Resource Advantage  April 2011 - June 2012
Collier County Sheriff's Office  November 2008 - April 2011
Wachovia/Wells Fargo   October 2006 - October 2008
Core Business Solutions   March 2002 - September 2006
Compuware  October 1994 - February 2002
Fleet Financial Group/Bank of America   March 1985 - September 1994
Norstar Bancorp/Fleet Financial Group   March 1984 - February 1985

Skills
Project Management, PMO, Project Portfolio..., Program Management, Management, Business Analysis, Business Process, SDLC, Requirements Analysis, Business Requirements, Vendor Management, ERP, Visio, Software Documentation, Management Consulting, CRM, Project Planning, SharePoint, Testing, Enterprise Software, Six Sigma, Training, Consulting, IT Strategy, Mergers & Acquisitions, Team Leadership, Integration, Problem Solving, Cross-functional Team..., PMP, Team Building, MS Project, Mentoring, Resource Management, Risk Management, Governance, Business Intelligence, Microsoft Project, Process Improvement

Education
University at Albany, SUNY
BS, Accounting

Katrina Capocelli Katrina Capocelli Richmond, Virginia Area Details
Katrina Capocelli's Wachovia/Wells Fargo Experience August 2000 - March 2005
Job Market Data at Wells Fargo
Industry Computer & Network Security
Experience
Wells Fargo Advisors  2004 - Present
Wells Fargo  2004 - 2009
Wachovia/Wells Fargo   August 2000 - March 2005
Wachovia Securities, LLC  August 2000 - April 2004
First Union Securities  1998 - 2003
Wachovia  February 1997 - August 2000
Wachovia Securities, LLC  January 1997 - August 2000

Skills
Entitlements, Business Analysis, Data Analysis, Software Documentation, Program Management, Requirements Analysis, Project Management, Market Data, Disaster Recovery, PMP, Servers, Troubleshooting, Technical Support, Windows, SharePoint, Management, Data Center, Project Planning, Visio, Infrastructure, Integration, SDLC, Vendor Management, Process Improvement, Risk Management

Education
University of Phoenix   2003 — 2006
Bachelor of Business Administration, Business Admin

Virginia Commonwealth University   1995 — 1997
Early Childhood Education and Teaching

Carol Doyle Carol Doyle Jacksonville, Florida Area Details
Carol Doyle's Wachovia/Wells Fargo Experience January 2002 - December 2010
Job Senior Certified Advisor
Industry Financial Services
Experience
CSA  April 2012 - Present
Wachovia/Wells Fargo   January 2002 - December 2010

Skills
Budgets, 401k, Loans, Marketing, Health Insurance, Strategic Financial..., Retirement, Small Business, Fixed Annuities, Customer Service, Strategic Planning, Long-term Care, Estate Planning, Credit, Investments, Retirement Planning, Insurance, Employee Benefits, Sales, Analysis, Mortgage Lending, Finance, Leadership, IRAs, Team Building, Seniors

Education
The University of Connecticut School of Business   1986 — 1988
MBA, Business Administration/Finance

University of Connecticut

D.L. Thomas, M.S., CFP® D.L. Thomas, M.S., CFP® Atlanta, Georgia Details
D.L. Thomas, M.S., CFP®'s Wachovia/Wells Fargo Experience April 2005 - November 2006
Job Financial Planner at Synovus Securities, Inc
Industry Financial Services
Experience
Synovus Securities, Inc   November 2014 - Present
Wells Fargo  July 2013 - November 2014
SunTrust Bank  November 2010 - November 2012
Apex Financial Services, Inc   June 2008 - September 2009
University of Georgia  2007 - 2008
Regions Financial Corporation  2006 - 2007
Wachovia/Wells Fargo   April 2005 - November 2006
Bank of America  2002 - 2005

Skills
Risk Management, Modern Portfolio Theory, Retirement Planning, Portfolio Management, Investments, Estate Planning, Asset Allocation, Strategic Financial..., Financial Analysis, Investment Advisory, Microsoft Excel, Wealth Management, Outlook, Credit, Customer Service, Research, PowerPoint, Public Speaking, Microsoft Office, Bloomberg, Wealth Management..., Financial Advisory, Retirement, Wealth, Mutual Funds, Financial Planning

Education
The University of Georgia   2007 — 2010
M.S., Financial Planning

University of West Georgia   1995 — 2000
B.B.A, Business

Clarke Central High School

Nikolaos Rantzos Nikolaos Rantzos Asheville, North Carolina Area Details
Nikolaos Rantzos's Wachovia/Wells Fargo Experience October 2008 - March 2012
Job Agency Owner at Allstate
Industry Insurance
Experience
Allstate  September 2012 - Present
NKR Capital, LLC. - Asheville   January 2006 - Present
Wells Fargo  December 2007 - May 2012
Wachovia/Wells Fargo   October 2008 - March 2012
Merrill Lynch  April 2004 - September 2008
Merrill Lynch  April 2004 - September 2007
P Associates   January 2001 - January 2004
Kostas Men's Wear - Asheville   January 1997 - January 2001

Skills
Banking, Mortgage Lending, Financial Advisory, Managerial Finance, Cash Flow, Asset Managment, Asset Management, Credit, Estate Planning, Finance, Financial Services, Investment Banking, Management, Portfolio Management, Risk Management

Education
University of North Carolina at Asheville   2003 — 2005
Finance and Financial Management Services

UNC Asheville   1999 — 2001
BA, Economics

Economics   1998 — 2001
Bachelor's degree, Finance

University of North Carolina
Bachelor of Arts, Economics

Lynn Moore, PMP Lynn Moore, PMP Charlotte, North Carolina Area Details
Lynn Moore, PMP's Wachovia/Wells Fargo Experience February 2010 - March 2012
Job Product Manager Online Sales and Service Public Site Optimization and Global at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  November 2013 - Present
Bank of America  June 2012 - October 2013
Wachovia/Wells Fargo   February 2010 - March 2012
Visa  September 2008 - November 2009
Wachovia Bank  April 2007 - March 2008
Wachovia  January 2002 - April 2007

Skills
Direct Marketing, Marketing Communications, Strategy, Product Marketing, Marketing, Digital Marketing, Integrated Marketing, Leadership, Management, Training, Strategic Planning, Brand Management, Marketing Strategy, Sales, Advertising, E-commerce

Education
University of North Carolina at Chapel Hill   1985 — 1989
BS, Business Administration

Jose Mesones Jose Mesones Jacksonville, Florida Details
Jose Mesones's Wachovia/Wells Fargo Experience November 2008 - May 2009
Job Mortgage Loan Officer at Suntrust Bank
Industry Financial Services
Experience
SunTrust Bank  January 2015 - Present
Bank of America  June 2009 - December 2014
Wachovia/Wells Fargo   November 2008 - May 2009
SunTrust Bank  August 2007 - November 2008
HomeBanc Mortgage  2006 - 2007
CNN  May 2001 - June 2006

Skills
Mortgage, Banking, Financial Analysis, Outlook, Sales, Bilingual, News Media, Decision Making, Media Relations, Writing, Team Building, Analysis, Budgets, Corporate Finance, Customer Service, Direct Marketing, FHA, Insurance, Investments, Leadership, Loan Origination, Loans, Market Research, Microsoft Excel, Microsoft Office, Microsoft Word, Mortgage Banking, Mortgage Lending, PowerPoint, Press, Process Improvement, Program Management, Public Relations, Public Speaking, Real Estate, Sales Management, Selling, Spanish, Strategic Planning, Team Leadership, Teamwork, Finance, Credit, Social Media, Credit Analysis, Investment Properties, Social Media Marketing

Education
University of Florida   1996 — 2001
BS, Telecommunications and Journalism

Brian Ubell Brian Ubell Greater Chicago Area Details
Brian Ubell's Wachovia/Wells Fargo Experience February 2005 - July 2009
Job Veteran Financial Services Professional Municipal Sector
Industry Financial Services
Experience
Robert W. Baird & Co.   August 2009 - July 2014
Wachovia/Wells Fargo   February 2005 - July 2009
Sterne Agee  2003 - 2005
Bank of America  2000 - 2003

Education
University of Michigan - Stephen M. Ross School of Business   1998 — 2000
Master of Business Administration, Finance, GMAT Score; 700, 97th Percentile

University of North Carolina at Chapel Hill   1991 — 1995
Bachelor of Arts with Highest Honors, Economics

Patrick McFall Patrick McFall Charlotte, North Carolina Details
Patrick McFall's Wachovia/Wells Fargo Experience April 2005 - April 2010
Job Human Resources Recruiter at Octapharma Plasma, Inc.
Industry Staffing and Recruiting
Experience
Octapharma Plasma, Inc.   January 2015 - Present
CORESTAFF Services  July 2013 - January 2015
Performance Staffing Solutions, Inc.   August 2012 - July 2013
Boston National Title  May 2012 - August 2012
Red Ventures  January 2011 - January 2012
Wachovia/Wells Fargo   April 2005 - April 2010
Mattress Firm  June 2004 - April 2005

Skills
Computer Proficient, Organized, Multi-Tasking, Quick Learner, Recruiting, Voiceovers, Sales, Account Management, Networking, Performing Arts, Finance, Microsoft Office, Management, Interviews, Customer Service, Event Planning, Advertising, Social Networking, Marketing

Education
University of North Carolina at Charlotte   2000 — 2004
Bachelors Degree, Communications-Mass Media

McMichael High School

McMichael High School

Kathy Bradford Kathy Bradford Tuscaloosa, Alabama Details
Kathy Bradford's Wachovia/Wells Fargo Experience January 2004 - December 2009
Job Senior Counselor at NorthRidge High School
Industry Primary/Secondary Education
Experience
NorthRidge High School  July 2014 - Present
University of Alabama  August 2011 - Present
Wachovia/Wells Fargo   January 2004 - December 2009

Skills
Higher Education

Education
University of Alabama   2011 — 2013
Master of Arts (M.A.), Counselor Education/School Counseling

University of Alabama   2000 — 2004
Bachelor of Science (B.S.), Psychology

Natalie Ridder NMLS#910698 Natalie Ridder NMLS#910698 Austin, Texas Area Details
Natalie Ridder NMLS#910698's Wachovia/Wells Fargo Experience 2008 - 2010
Job Production Manager
Industry Financial Services
Experience
Legacy Mutual Mortgage  February 2014 - Present
Security National Mortgage Company  July 2013 - February 2014
Sente Mortgage  April 2012 - May 2013
Wachovia/Wells Fargo   2008 - 2010
Wachovia Bank,  2006 - 2008

Skills
Retail, New Business Development, Event Planning, Customer Service, Customer Relations, Communications, Problem Solving, Sales Management, Client Acquisition, Banking, Consumer Lending, Small Business Lending, Marketing Management, Sales, Communication, Account Management, Budgets, CRM, Certified Mortgage..., Business Planning, Cold Calling, Construction Loans, Credit, Customer Acquisition, FHA, Investments, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Refinance, Credit Analysis, Financial Services, Finance, Management, Marketing, Marketing Strategy, Mergers, Recruiting, Negotiation, Reverse Mortgages, Small Business, Team Building, Strategic Planning, USDA, VA loans, Underwriting, Training, Strategy, Sales Process

Education
The University of Texas at Austin   1998 — 2003
BS, Communications/Youth and Community Studies

Albert Hurston Jr. Albert Hurston Jr. Birmingham, Alabama Area Details
Albert Hurston Jr.'s Wachovia/Wells Fargo Experience August 2010 - August 2011
Job Cash Accountant at Surgical Care Affiliates
Industry Investment Management
Experience
Surgical Care Affiliates  March 2015 - Present
Undisclosed Brokerage Firm   December 2013 - March 2015
Mattress Firm  June 2013 - December 2013
Firestone  March 2013 - June 2013
University of Alabama at Birmingham  August 2008 - December 2012
Infinity Insurance  August 2011 - September 2012
Wachovia/Wells Fargo   August 2010 - August 2011
CharterBank  February 2007 - August 2008

Skills
Marketing, Market Research, Social Media Marketing, Marketing Communications, Customer Service, Social Media, Event Planning, PowerPoint, SPSS, Microsoft Excel, Time Management, Budgets, Microsoft Office, Sales, Advertising, Teamwork, Microsoft Word, Social Networking, Outlook, Marketing Strategy, Data Entry, Facebook, Research, Project Planning

Education
University of Alabama at Birmingham
Bachelor of Science (B.S.), Accounting

University of Alabama at Birmingham   2008 — 2012
Bachelor of Science (B.S.), Marketing

Alice Fredericks Alice Fredericks Philadelphia, Pennsylvania Details
Alice Fredericks's Wachovia/Wells Fargo Experience January 2001 - December 2006
Job Independence for Aging individuals at Angel Companions
Industry Individual & Family Services
Experience
Angel Companions  May 2013 - Present
YourOwnHome, LLC   August 2012 - May 2013
As needed   June 2011 - August 2012
New York based job search   September 2009 - May 2011
WSFS Bank  February 2007 - August 2009
Wachovia/Wells Fargo   January 2001 - December 2006

Skills
Portfolio Management, Asset Management, Investments, Management

Education
University of Miami - School of Business
MBA, Executive MBA, Business Administration

West Chester University of Pennsylvania
Graduate work, Clinical Psychology

Melissa Cobb Melissa Cobb Jupiter, Florida Details
Melissa Cobb's Wachovia/Wells Fargo Experience December 2009 - May 2013
Job Process Improvement Manager at Citi
Industry Financial Services
Experience
Citi  May 2013 - Present
Wachovia/Wells Fargo   December 2009 - May 2013
Wachovia/Wells Fargo   August 1990 - December 2009

Skills
Banking, Process Improvement, Risk Management, Credit, Financial Services, Retail Banking, Financial Analysis, Relationship Management, Business Analysis, Program Management, Leadership, Outstanding time..., Organizational..., Communication Skills, Written & Oral..., Collaborative Problem..., Risk Assessment, Operational Risk..., AML, Finance, Business Process..., Financial Risk, Time Management

Education
University of Central Florida   1987 — 1990
Bachelor of Arts (B.A.), Political Science and Government

Grant Burgess Grant Burgess Denver, Colorado Details
Grant Burgess's Wachovia/Wells Fargo Experience August 2007 - June 2009
Job Banking, Finance, & Treasury
Industry Banking
Experience
CoBank  October 2011 - Present
University of Colorado Denver Business School  July 2010 - December 2010
Wachovia/Wells Fargo   August 2007 - June 2009
JP MORGAN CHASE BANK  July 2006 - August 2007
General Electric  December 2004 - January 2006

Skills
Financial Analysis, Financial Modeling, Investments, Finance, Analysis, Accounting, Credit Analysis, Portfolio Management, Budgets, Financial Reporting, Microsoft Excel, Treasury, Transfer Pricing, Corporate Finance, Cash Management, Valuation, Management, Banking

Education
University of Colorado at Denver   2009 — 2011
MBA, Finance, International Business

University of Colorado Boulder - Leeds School of Business
Bachelor's of Science Degree, Business Administration and Management

Elizabeth Rivera-Blanco, MBA Elizabeth Rivera-Blanco, MBA Miami/Fort Lauderdale Area Details
Elizabeth Rivera-Blanco, MBA's Wachovia/Wells Fargo Experience September 2007 - September 2008
Job Experienced & Bilingual Project Coordinator/Executive Assistant/Training & Development/Payroll Analyst
Industry Banking
Experience
Wells Fargo  January 2014 - Present
Wells Fargo Human Resources   June 2011 - January 2014
General Physics Corporation  December 2010 - June 2011
TIAA-CREF (AccruePartners)   February 2010 - December 2010
Wachovia/Wells Fargo   September 2007 - September 2008
Piedmont Adult Living Services   September 2005 - January 2007
EcoElectrica, LP   August 2002 - February 2004
Biovail Laboratories, Inc   April 2001 - June 2002
Amgen  May 1992 - March 2001

Skills
Public Speaking, Presenter, Project Coordination, Training Delivery, HRIS, Organization, Office Administration, General Administrative..., Training, Recruiting, Customer Service, Management, Outlook, Team Building, Project Management, Interviews, Leadership, Program Management, Human Resources, Organizational...

Education
University of North Carolina at Charlotte   2011 — 2012
Training & Development Certificate, Workforce Development and Training

University of Phoenix Charlotte, NC   2005 — 2007
Master, Business Administration/Global Management

El Turabo University   1982 — 1987
Bachelor, Office Administration

Joseph Szadvari III Joseph Szadvari III Washington D.C. Metro Area Details
Joseph Szadvari III's Wachovia/Wells Fargo Experience September 2007 - January 2012
Job Private Banker
Industry Banking
Experience
PNC  January 2012 - Present
Wachovia/Wells Fargo   September 2007 - January 2012
BB&T  July 2006 - September 2007
Premier Mortgage Capital  September 2005 - July 2006
Southbanc Mortgage  February 2004 - September 2005
The Middleburg Bank   July 2002 - January 2004
First Union/Wachovia  March 2000 - July 2002

Education
The Ohio State University   1990 — 1996

Liza Rosenzweig, CTFA, AEP Liza Rosenzweig, CTFA, AEP Greater New York City Area Details
Liza Rosenzweig, CTFA, AEP's Wachovia/Wells Fargo Experience April 2006 - January 2009
Job Managing Director, Trust Officer & Compliance Officer at PeapackGladstone Bank Trust and Investments
Industry Banking
Experience
Peapack-Gladstone Bank  January 2009 - Present
Wachovia/Wells Fargo   April 2006 - January 2009
New York Life Trust Company, FSB   2002 - 2006
MetLife Trust Company   1997 - 2002
PNC Wealth Management  1993 - 1997
Merrill Lynch Trust Company  1991 - 1993
Bank of New York Mellon  1989 - 1991

Skills
Investments, Fiduciary Services, Trust Services, Wealth Management..., High Net Worth..., Team Building, Asset Management, New Business Development, Compliance, Trust Management, CTFA

Education
The George Washington University   1984 — 1988

Jeff Gilliam Jeff Gilliam Charlotte, North Carolina Area Details
Jeff Gilliam's Wachovia/Wells Fargo Experience March 1997 - August 2006
Job Application Manager at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF  October 2009 - Present
Bank of America  August 2006 - October 2009
Wachovia/Wells Fargo   March 1997 - August 2006

Education
University of Illinois at Chicago
BS, Information Decision Science

Scott Leavitt, CCM Scott Leavitt, CCM Charlotte, North Carolina Details
Scott Leavitt, CCM's Wachovia/Wells Fargo Experience December 2009 - March 2012
Job Senior Vice President, Healthcare Treasury Management
Industry Banking
Experience
Wells Fargo  March 2012 - Present
Wachovia/Wells Fargo   December 2009 - March 2012
Symcor  March 2008 - November 2009
Symcor LP   March 2008 - November 2009
Market Intelligence and   May 2001 - December 2007
Wachovia Treasury Services   December 1985 - December 2007
Wachovia Bank, Charlotte   January 1985 - December 2007
Wachovia Bank  1985 - 2007
Wachovia  February 2000 - March 2001
First Union National Bank  January 1997 - February 2000

Skills
Treasury Management, Treasury Services, Commercial Banking, Cash Management, Banking, Cross-functional Team..., Product Marketing, Credit Risk, Payments, Cross Selling, Leadership, Relationship Management, Financial Services

Education
University of Connecticut   1975 — 1979
BA, Economics

University of Connecticut   1975 — 1979
BA, Economics

University of Connecticut
Bachelor of Arts, Economics

David Reitz David Reitz Charlotte, North Carolina Area Details
David Reitz's Wachovia/Wells Fargo Experience August 2003 - July 2010
Job Middleware Technical Architect at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors  July 2010 - Present
Wachovia/Wells Fargo   August 2003 - July 2010
Wells Fargo Advisors, LLC  2001 - July 2010
Seurat  August 2000 - August 2003
WebServe, Inc.   July 1997 - August 2000

Skills
Unix, System Administration, Troubleshooting, Servers, Architecture, TCP/IP, Software Documentation, Perl, Unix Shell Scripting, HTML, Automation, Disaster Recovery, DNS, FTP, Integration, Linux, Solaris, Websphere, Enterprise Architecture, Apache, Problem Solving, Virtualization, Java, Windows, Databases, XML, Documentation, Web Services, Operating Systems, Computer Hardware, Visio

Education
University of North Carolina at Charlotte   1996 — 2000
BS, Electrical Engineering

J. Michael Hilton, SRA J. Michael Hilton, SRA Miami/Fort Lauderdale Area Details
J. Michael Hilton, SRA's Wachovia/Wells Fargo Experience 2008 - August 2009
Job REO Sales Manager at United Realty Consultants, Inc
Industry Banking
Experience
United Realty Consultants, Inc   September 2010 - Present
E Valuation Solutions   August 2009 - September 2010
Wachovia/Wells Fargo   2008 - August 2009
Wachovia  March 2002 - August 2009
Wachovia/World Savings  2002 - 2008
World Savings  2000 - 2008
World Savings  March 2002 - June 2007

Skills
REO, Investment Properties, Foreclosures, Real Estate, Short Sales, First Time Home Buyers, Single Family Homes, Appraisals, Investors, Mortgage Lending, Condos, FHA, Real Estate Transactions, Residential Homes, Relocation

Education
University of Phoenix   2000 — 2002
Bachelor's degree-Business Management

David Lindsey David Lindsey Tampa/St. Petersburg, Florida Area Details
David Lindsey's Wachovia/Wells Fargo Experience 2003 - 2009
Job Vice President/ Private Client Branch Manager/ JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase  July 2011 - Present
Fifth Third Bank  2009 - 2011
Wachovia/Wells Fargo   2003 - 2009

Skills
Banking, Consumer Lending, Loan Origination, Finance, Small Business Lending, Retail Banking, Commercial Lending, Commercial Banking, Mortgage Lending, Loans, Credit, Credit Analysis, Underwriting, Lines Of Credit, Management, Mortgage Banking, Cross Selling, Portfolio Management, Leadership

Education
University of South Florida - College of Business Administration

David Sean Stout David Sean Stout Jacksonville, Florida Area Details
David Sean Stout's Wachovia/Wells Fargo Experience 2009 - July 2010
Job Personal Lines Agent at Brightway Insurance
Industry Banking
Experience
Brightway Insurance  July 2012 - Present
Wachovia/Wells Fargo   2009 - July 2010
Countrywide Home Loans  October 2004 - July 2008
Washington Mutual Bank  1995 - 2004

Skills
Underwriting, Management, Loans, Team Building, Credit, Leadership, FHA, Mortgage Lending, VA loans, Real Estate, Call Centers, Insurance, Banking, Risk Management

Education
University of North Florida   1987 — 1989
Bachelors, Business Management

Brian Tulinski Brian Tulinski Tampa/St. Petersburg, Florida Area Details
Brian Tulinski's Wachovia/Wells Fargo Experience August 2004 - February 2012
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  August 2004 - Present
Wachovia/Wells Fargo   August 2004 - February 2012
Target  1992 - 2004
Target  1992 - 2004
Franklin Templeton Investments  1998 - 2003

Skills
Investments, Portfolio Management, Finance, Insurance, Sales, Underwriting, Financial Advisory, Wealth Management, Internal Audit, Retirement Planning, Series 7, Loans, Mutual Funds, Series 63, Investment Advisory, Equities, Series 6, Management

Education
University of South Florida - College of Business Administration   1994 — 1998
BS, Finance, Economics

St. Petersburg College   1992 — 1994
Associate of Science (AS), Business

Largo High School   1989 — 1992

Jennifer Ledford Jennifer Ledford Charlotte, North Carolina Area Details
Jennifer Ledford's Wachovia/Wells Fargo Experience 2006 - 2008
Job Talent Acquisition Manager at Edward Jones
Industry Financial Services
Experience
Edward Jones  August 2014 - Present
Merrill Lynch  June 2009 - August 2014
Wachovia Securities/First Clearing   September 2008 - June 2009
Wachovia/Wells Fargo   2006 - 2008
Wachovia Bank  1996 - 2005

Skills
Management, Leadership, Microsoft Office, Sales, Microsoft Word, Human Resources, Talent Acquisition, Interviews, Employee Relations, Talent Management, Onboarding, Research, Time Management, Marketing, Finance, Performance Management, Team Building, Strategic Planning, Recruiting

Education
Troy University   1987 — 1991
Bachelor of Science (B.S.), Economics

Ricardo Sagahon (Ric) Ricardo Sagahon (Ric) Las Vegas, Nevada Area Details
Ricardo Sagahon (Ric)'s Wachovia/Wells Fargo Experience 2007 - 2010
Job Apple Tier 2 Advisor at Kelly Connect
Industry Professional Training & Coaching
Experience
Kelly Connect  August 2015 - Present
Kelly Connect  January 2015 - August 2015
Kelly Services (Apple Online Store)   August 2014 - January 2015
Human Services Agency  February 2013 - May 2014
Verizon Wireless  February 2010 - January 2013
San Mateo County  2013 - 2013
Wachovia/Wells Fargo   2007 - 2010
Bank of America  2004 - 2007
MCI Corporation  January 1980 - January 1999

Skills
Process Improvement, Team Building, Vendor Management, Telecommunications, Change Management, Wireless, Customer Satisfaction, Team Leadership, Account Management, Customer Service, Customer Experience, Call Center, Project Management, Call Centers, Leadership, Facilities Management, Operations Management, Sales Management, Program Management, Management, Analysis, Training, Cross-functional Team..., Sales, Customer Retention, Security, Contract Negotiation, Coaching, Sales Operations, Event Planning, CRM, Leadership Development, Performance Management, Business Development, Budgets, Direct Sales, Project Planning, Outsourcing, Marketing

Education
University of Colorado at Colorado Springs   1980 — 1982
Sociology

USAF School of Health Care Sciences   1975 — 1977
Cerfified Labratory Technologist, Clinical Laboratory Science/Medical Technology/Technologist

Henna Nawab Henna Nawab Washington D.C. Metro Area Details
Henna Nawab's Wachovia/Wells Fargo Experience May 2010 - April 2011
Job
Industry Information Technology and Services
Experience
Patterson Dental  April 2011 - Present
Wachovia/Wells Fargo   May 2010 - April 2011
Adventure Links  August 2009 - January 2010
Sprint/Nextel  June 2007 - May 2009

Skills
Customer Service, HTML, Research, Microsoft Office..., Bugzilla and JIRA, PL/SQL, Gliffy, Windows XP, Windows NT, ,, Windows 7, Visual Basic, Quality Center, Quick Test Professional..., Agile Methodologies,..., Waterfall Methodologies

Education
University of Mary Washington
Bachelors of Arts, Business Administration

Laura Paglia Laura Paglia Greater New York City Area Details
Laura Paglia's Wachovia/Wells Fargo Experience August 1998 - December 2005
Job Director, Human Resources, BlackRock
Industry Financial Services
Experience
BlackRock  SVP, HRHSBCMay 2008 - August 2012
THE BANK OF NEW YORK MELLON  January 2006 - April 2008
WACHOVIA/WELLS FARGO   August 1998 - December 2005

Skills
Consulting, Deferred Compensation, Employee Relations, Succession Planning, Talent Management

Education
The George Washington University
Master of Education, Human Development

THE PENNSYLVANIA STATE UNIVERSITY
Bachelor of Arts, Psychology

IMPERIAL COLLEGE OF LONDON
Study Abroad

Robert Fritzman Robert Fritzman Washington, District Of Columbia Details
Robert Fritzman's Wachovia/Wells Fargo Experience February 2009 - June 2010
Job Project Manager at Everything But The House
Industry Banking
Experience
Citi  September 2013 - January 2015
J Crew  December 2007 - June 2014
Capital One  February 2012 - September 2013
Wachovia, A Wells Fargo Company  April 2010 - February 2012
Wachovia/Wells Fargo   February 2009 - June 2010
Starbucks  October 2007 - February 2009
Courtyard by Marriott  April 2004 - September 2007

Skills
Notary Public, Outlook, Inventory Management, Scheduling, Payroll Processing, Office Management, Order Processing, Sales, Sales Management, Retail, Retail Banking, Management, Management Of Direct..., Hospitality, Hospitality Management, Hospital Sales, Banking, Investment Banking, Organizational Behavior, Business Travel, Energetic team player, Leadership, Time Management, Goal Oriented, Exceed Sales Goals, Microsoft Excel, Microsoft Office, Microsoft Word, Multi Tasking, Visual Merchandising, Highly motivated..., Training, Customer Service, Coaching, Loss Prevention, Event Planning, Cold Calling, Merchandising, PowerPoint, Facebook, Account Management, Social Networking, Human Resources, Team Leadership, Recruiting, Team Building, Employee Relations, Hiring, Credit Cards, Consumer Lending

Education
Tidewater Community College
Associate's degree, General Studies

Kelli Whatley Kelli Whatley Greater Atlanta Area Details
Kelli Whatley's Wachovia/Wells Fargo Experience April 2010 - June 2011
Job Client Management Executive at U.S. Trust
Industry Banking
Experience
U.S. Trust   February 2015 - Present
U.S. Trust   July 2014 - February 2015
U.S.Trust   October 2013 - July 2014
U.S. Trust   June 2011 - October 2013
Wachovia/Wells Fargo   April 2010 - June 2011
U.S. Trust   July 2009 - April 2010
Bank of America/Global Wealth & Investment Management   March 2007 - April 2009
Bank of America  October 2004 - March 2007
Bank of America  August 2004 - October 2004
Bank of America  January 2003 - August 2004

Education
The University of Georgia   1997 — 2001
Bachelor of Arts, journalism

Sheila Franco Sheila Franco Mechanicsville, Virginia Details
Sheila Franco's Wachovia/Wells Fargo Experience April 1991 - October 1996
Job Special Education Teacher at Atlee High School
Industry Education Management
Experience
Hanover County Public Schools  June 2012 - June 2014
Hanover County Public Schools  December 2011 - June 2012
Rural Point Elementary School   December 2011 - June 2012
Oak Knoll Middle School   August 2011 - December 2011
Pearson's Corner Elementary School   February 2008 - June 2011
Wachovia/Wells Fargo   April 1991 - October 1996

Skills
Special Education, Curriculum Design, Tutoring, Classroom, Educational Technology, Curriculum Development, Classroom Management, Instructional Technology, Lesson Planning, Literacy, Educational Leadership, Elementary Education, Teacher Training, Differentiated..., Instructional Design, Learning Disabilities

Education
Virginia Commonwealth University   2013 — 2014
Endorsement in Adapted Curriculum, Moderate and Severe Disabilities, K-12

Virginia Commonwealth University   2009 — 2011
Master of Education (MEd), K-12 Special Education/General

SUNY Albany   1980 — 1983
Bachelor of Arts (B.A.), English

Joyce Berry Joyce Berry Charlotte, North Carolina Details
Joyce Berry's Wachovia/Wells Fargo Experience February 1998 - July 2005
Job Consumer Services Professional
Industry Consumer Services
Experience
Convergys  2011 - 2013
Wachovia/Wells Fargo Bank  July 2005 - October 2009
Wachovia/Wells Fargo   February 1998 - July 2005

Skills
•Analytically skilled..., * ability to multi-task, •Organized with the..., •Extensive knowledge..., Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Access, •Excellent...

Education
University of Phoenix   2012 — 2014
BSBM, Business Administration and Management, General

University of Phoenix   2012 — 2014
BSBM, Business Management

David Shipp David Shipp Raleigh, North Carolina Details
David Shipp's Wachovia/Wells Fargo Experience December 1987 - September 2007
Job Banking Professional
Industry Banking
Experience
Credit Risk Management, L.L.C.   July 2013 - December 2014
Piedmont Community Bank Holdings/VantageSouth Bank   May 2011 - March 2013
North State Bank  September 2007 - May 2011
Wachovia/Wells Fargo   December 1987 - September 2007
Texas Commerce Bank/JP Morgan Chase   March 1984 - December 1987
InterFirst Bank/Bank of America   January 1981 - March 1984

Skills
Credit, Commercial Banking, Financial Risk, Project Finance, Management, Banking, Loans, Credit Analysis, Small Business Lending, Commercial Lending, Real Estate, Credit Risk, Portfolio Management, Financial Analysis, Underwriting, Risk Management, Consumer Lending, Loan Origination, Retail Banking, Mortgage Lending, Commercial Mortgages, Finance, Cash Management

Education
The University of Texas at Austin
Master of Business Administration (MBA), Finance, General

University of South Carolina-Columbia
Bachelor's degree, Accounting

Mark Sandbach Mark Sandbach Louisville, Kentucky Area Details
Mark Sandbach's Wachovia/Wells Fargo Experience 2008 - 2009
Job First Vice President, Wealth Manager Morgan Stanley
Industry Financial Services
Experience
J.P. Morgan   2009 - 2014
Wachovia/Wells Fargo   2008 - 2009
Morgan Stanley  2001 - 2008
J.C.Bradford/PaineWebber/UBS   1998 - 2001

Education
University of Alabama   1982 — 1987
Bachelor's Degree, Finance and Marketing

St. Xavier high School

Sandra Youngblood Watson Sandra Youngblood Watson Lexington, North Carolina Details
Sandra Youngblood Watson's Wachovia/Wells Fargo Experience September 2007 - October 2011
Job Income Maintenance Caseworker II
Industry E-Learning
Experience
Davidson County Dept. of Social Services   October 2011 - Present
Wachovia/Wells Fargo   September 2007 - October 2011

Skills
Customer Service, Leadership, Social Media, PowerPoint, Sales

Education
University of Pittsburgh   1991 — 1998
Bachelor's degree, Communication Sciences and Disorders, General

Sto-Rox Senior High School   1988 — 1991

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