Wachovia/Wells Fargo Bank
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Wachovia/Wells Fargo Bank Employees
Employee
Years
Job
Industry
Kimberly Austing Kimberly Austing's Wachovia/Wells Fargo Bank Experience November 2000 - May 2011
Job Vice President at M&T Bank
Industry Financial Services
Experience
M&T Bank May 2011 - Present
Wachovia/Wells Fargo Bank November 2000 - May 2011
Metlife 1999 - 2000
DIRECTV 1997 - 1999
Comcast Cable 1990 - 1997
ERA Quest Realtors July 1989 - December 1992
Skills
Financial Analysis, Insurance, Compliance, Credit, Commercial Lending, Loans, Banking, Financial Planning, Human Resources, Asset Managment, Business Development, Customer Service, Problem Solving, Recruiting, Strategic Financial..., Treasury Management, Relationship Management, Lines Of Credit, Wealth Management, Series 63, SBA, Commercial Mortgages, Investment Advisory, Retirement Planning, Branch Management, Series 6, Residential Mortgages, Private Banking, Small Business, Cash Management, Small Business Lending, Training, Mortgage Lending, Asset Management, Retail Banking, Portfolio Management, Loan Origination, Mutual Funds, Underwriting, Credit Analysis, Credit Risk, Cross Selling, Finance, Asset Based Lending, Refinance, Series 7, Commercial Banking, Mortgage Banking, Financial Services, Risk Management
Education
University of Maryland University College
Finance
Harford Community College
Associate's degree, Business Administraton
Bel Air High School 1984 — 1989
M&T Bank May 2011 - Present
Wachovia/Wells Fargo Bank November 2000 - May 2011
Metlife 1999 - 2000
DIRECTV 1997 - 1999
Comcast Cable 1990 - 1997
ERA Quest Realtors July 1989 - December 1992
Skills
Financial Analysis, Insurance, Compliance, Credit, Commercial Lending, Loans, Banking, Financial Planning, Human Resources, Asset Managment, Business Development, Customer Service, Problem Solving, Recruiting, Strategic Financial..., Treasury Management, Relationship Management, Lines Of Credit, Wealth Management, Series 63, SBA, Commercial Mortgages, Investment Advisory, Retirement Planning, Branch Management, Series 6, Residential Mortgages, Private Banking, Small Business, Cash Management, Small Business Lending, Training, Mortgage Lending, Asset Management, Retail Banking, Portfolio Management, Loan Origination, Mutual Funds, Underwriting, Credit Analysis, Credit Risk, Cross Selling, Finance, Asset Based Lending, Refinance, Series 7, Commercial Banking, Mortgage Banking, Financial Services, Risk Management
Education
University of Maryland University College
Finance
Harford Community College
Associate's degree, Business Administraton
Bel Air High School 1984 — 1989
Brian Lesandro Brian Lesandro's Wachovia/Wells Fargo Bank Experience February 2007 - November 2008
Job Greater Tampa Bay Area Manager at Maverick Funding Corp
Industry Financial Services
Experience
Florida Community Bank Establishing the growth of the Tampa Bay market for Florida Community Bank. FCB is Florida Based and Florida Focused. Greater Tampa Bay Area ManagerMaverick Funding CorpJuly 2014 - Present
Universal American Mortgage Company December 2012 - September 2013
EverBank October 2011 - December 2012
Exclusive Loan Consultants, LLC January 2009 - October 2011
Wachovia/Wells Fargo Bank February 2007 - November 2008
Countrywide Home Loans March 2005 - February 2007
Washington Mutual Bank January 2001 - March 2005
Skills
Corporate Recruiting, Residential Mortgage..., Strategic Consulting, Marketing Strategy, Market Research, Contract Negotiation, Project Management, Regional Mortgage..., Video Production, Production Sales Manager, Mortgage Marketing, Sourcing, Loan Origination, Home Equity Loans, Refinancings, Loans, Networking, Negotiation, Business Process..., Writing, USDA, Mortgage Lending, Banking, Management, Finance, Mortgage Banking, Sales, Residential Mortgages, Risk Management, Financial Services, Recruiting, Leadership, FHA, Mortgage Underwriting, VA loans, Investment Properties, Reverse Mortgages, Credit, Certified Mortgage..., Loss Mitigation, Cross Selling, Underwriting, FHA financing, Credit Analysis, Consumer Lending, Loan Servicing, Commercial Lending, Mortgage Servicing, Construction Loans, FHA Financing
Education
Saint Leo University 1989 — 1990
State University of New York College at Fredonia 1985 — 1988
Bachelor of Science (BS), Business and Marketing
Florida Community Bank Establishing the growth of the Tampa Bay market for Florida Community Bank. FCB is Florida Based and Florida Focused. Greater Tampa Bay Area ManagerMaverick Funding CorpJuly 2014 - Present
Universal American Mortgage Company December 2012 - September 2013
EverBank October 2011 - December 2012
Exclusive Loan Consultants, LLC January 2009 - October 2011
Wachovia/Wells Fargo Bank February 2007 - November 2008
Countrywide Home Loans March 2005 - February 2007
Washington Mutual Bank January 2001 - March 2005
Skills
Corporate Recruiting, Residential Mortgage..., Strategic Consulting, Marketing Strategy, Market Research, Contract Negotiation, Project Management, Regional Mortgage..., Video Production, Production Sales Manager, Mortgage Marketing, Sourcing, Loan Origination, Home Equity Loans, Refinancings, Loans, Networking, Negotiation, Business Process..., Writing, USDA, Mortgage Lending, Banking, Management, Finance, Mortgage Banking, Sales, Residential Mortgages, Risk Management, Financial Services, Recruiting, Leadership, FHA, Mortgage Underwriting, VA loans, Investment Properties, Reverse Mortgages, Credit, Certified Mortgage..., Loss Mitigation, Cross Selling, Underwriting, FHA financing, Credit Analysis, Consumer Lending, Loan Servicing, Commercial Lending, Mortgage Servicing, Construction Loans, FHA Financing
Education
Saint Leo University 1989 — 1990
State University of New York College at Fredonia 1985 — 1988
Bachelor of Science (BS), Business and Marketing
Azim Morgan, MBA Azim Morgan, MBA's Wachovia/Wells Fargo Bank Experience June 2006 - October 2011
Job CoOwner, Director/Treasurer at infinitD Corp. Startup Co.
Industry Information Technology and Services
Experience
infinitD Corp. September 2013 - April 2015
Bank of America November 2011 - 2014
Wachovia/Wells Fargo Bank June 2006 - October 2011
Wells Fargo Financial March 2005 - June 2006
Nova Southeastern University January 2001 - March 2005
INTER-OFFICE SOLUTIONS January 2000 - January 2001
Skills
Strategic Planning, Financial Analysis, Leadership, Forecasting, Management, Budgets, Analysis, Training, Business Planning, Risk Management, Marketing, Credit, Customer Service, Loans, Banking, Process Improvement, Microsoft Office 2010, Microsoft Excel, Access, PowerPoint, Microsoft Word, Credit Analysis, Time Management, Sales, Commercial Banking, Finance, Office 2010, Microsoft Office
Education
Nova Southeastern University 2003 — 2005
Master of Business Administration, (M.B.A), Business Administration and Management, General
University of Florida 1995 — 2000
Undergrad, Sociology
PC Professor 2012 — 2012
Certificate, Microsoft Office Suite
infinitD Corp. September 2013 - April 2015
Bank of America November 2011 - 2014
Wachovia/Wells Fargo Bank June 2006 - October 2011
Wells Fargo Financial March 2005 - June 2006
Nova Southeastern University January 2001 - March 2005
INTER-OFFICE SOLUTIONS January 2000 - January 2001
Skills
Strategic Planning, Financial Analysis, Leadership, Forecasting, Management, Budgets, Analysis, Training, Business Planning, Risk Management, Marketing, Credit, Customer Service, Loans, Banking, Process Improvement, Microsoft Office 2010, Microsoft Excel, Access, PowerPoint, Microsoft Word, Credit Analysis, Time Management, Sales, Commercial Banking, Finance, Office 2010, Microsoft Office
Education
Nova Southeastern University 2003 — 2005
Master of Business Administration, (M.B.A), Business Administration and Management, General
University of Florida 1995 — 2000
Undergrad, Sociology
PC Professor 2012 — 2012
Certificate, Microsoft Office Suite
Shronda Gamble Shronda Gamble's Wachovia/Wells Fargo Bank Experience January 1999 - October 2010
Job Member Service Consultant at Quorum Federal Credit Union
Industry Banking
Experience
Quorum Federal Credit Union November 2010 - Present
Wachovia/Wells Fargo Bank January 1999 - October 2010
Central National Bank June 1996 - December 1999
Skills
New Business Development, Customer Service..., Banking Products and..., Team Building, Communication, Revenue Growth..., Loan/Account Origination, Branch Management, Teller Operations, Project Management, Relationship Building, Account Management
Education
University of Phoenix 2014 — 2016
Master of Business Administration (M.B.A.), Human Resources Management and Services
Morris College 1992 — 1994
Bachelor of Science (BS), Biology, General
Quorum Federal Credit Union November 2010 - Present
Wachovia/Wells Fargo Bank January 1999 - October 2010
Central National Bank June 1996 - December 1999
Skills
New Business Development, Customer Service..., Banking Products and..., Team Building, Communication, Revenue Growth..., Loan/Account Origination, Branch Management, Teller Operations, Project Management, Relationship Building, Account Management
Education
University of Phoenix 2014 — 2016
Master of Business Administration (M.B.A.), Human Resources Management and Services
Morris College 1992 — 1994
Bachelor of Science (BS), Biology, General
Hank Lane Hank Lane's Wachovia/Wells Fargo Bank Experience 1988 - Present
Job President at RightLane Consulting
Industry Investment Management
Experience
RightLane Consulting September 2010 - Present
Wachovia/Wells Fargo Bank 1988 - Present
Wachovia Bank 1988 - 2001
Bear Stearns 1984 - 1988
First National Bank of Cobb County 1982 - 1984
Cobb Bank & Trust 1981 - 1983
Trust Company of Georgia 1969 - 1983
Skills
CPS, CEBS, CFA, Commercial Credit, Commercial Banking, Wealth Management, Underwriting, Financial Advisory, Loans, Investment Management, Valuation
Education
The University of Georgia 2001 — 2003
Masters, Psychology
Georgia State University 1972 — 1974
MBA, Finance
University of Georgia - Terry College of Business 1965 — 1969
BBA, Finance
RightLane Consulting September 2010 - Present
Wachovia/Wells Fargo Bank 1988 - Present
Wachovia Bank 1988 - 2001
Bear Stearns 1984 - 1988
First National Bank of Cobb County 1982 - 1984
Cobb Bank & Trust 1981 - 1983
Trust Company of Georgia 1969 - 1983
Skills
CPS, CEBS, CFA, Commercial Credit, Commercial Banking, Wealth Management, Underwriting, Financial Advisory, Loans, Investment Management, Valuation
Education
The University of Georgia 2001 — 2003
Masters, Psychology
Georgia State University 1972 — 1974
MBA, Finance
University of Georgia - Terry College of Business 1965 — 1969
BBA, Finance
Scarlet Copeland Scarlet Copeland's Wachovia/Wells Fargo Bank Experience February 2008 - January 2011
Job Design Consultant at Flaherty's Flooring America
Industry Design
Experience
Flaherty's Flooring America September 2014 - Present
Urgent Clinics Medical Care February 2014 - September 2014
GoldWiser (Previously Gold & Silver Buyers) August 2011 - February 2014
National Processing Company January 2011 - July 2011
WACHOVIA/WELLS FARGO BANK February 2008 - January 2011
VAUGHAN FINANCIAL MORTGAGE January 2005 - January 2008
TESORO SALON & DAY SPA August 2003 - December 2004
VAUGHAN FINANCIAL MORTGAGE June 2002 - August 2003
Skills
Sales, Training, Sales Operations, Cold Calling, Customer Service, Sales Management, Time Management, Networking, B2B, Loans, Finance, Payroll
Education
Evangel University 1984 — 1986
Theater, Theater/Music Major
Evangel University
drama and music
NORTH HARRIS COMMUNITY COLLEGE
theatre
Flaherty's Flooring America September 2014 - Present
Urgent Clinics Medical Care February 2014 - September 2014
GoldWiser (Previously Gold & Silver Buyers) August 2011 - February 2014
National Processing Company January 2011 - July 2011
WACHOVIA/WELLS FARGO BANK February 2008 - January 2011
VAUGHAN FINANCIAL MORTGAGE January 2005 - January 2008
TESORO SALON & DAY SPA August 2003 - December 2004
VAUGHAN FINANCIAL MORTGAGE June 2002 - August 2003
Skills
Sales, Training, Sales Operations, Cold Calling, Customer Service, Sales Management, Time Management, Networking, B2B, Loans, Finance, Payroll
Education
Evangel University 1984 — 1986
Theater, Theater/Music Major
Evangel University
drama and music
NORTH HARRIS COMMUNITY COLLEGE
theatre
Jason Madison, CRPC® Jason Madison, CRPC®'s Wachovia/Wells Fargo Bank Experience September 2007 - January 2010
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2013 - Present
Wells Fargo August 2012 - August 2013
Wells Fargo August 2010 - August 2012
Wells Fargo January 2010 - August 2010
Wachovia/Wells Fargo Bank September 2007 - January 2010
Skills
Loans, Investments, Series 63, Banking, Mortgage Lending, Asset Allocation, Series 7, Fixed Annuities, Securities, Credit, Retirement, Financial Services, Portfolio Management, Insurance, Finance
Education
University of Richmond 1998 — 2001
Bachelor's
Clover Hill High School 1994 — 1997
Wells Fargo Advisors, LLC August 2013 - Present
Wells Fargo August 2012 - August 2013
Wells Fargo August 2010 - August 2012
Wells Fargo January 2010 - August 2010
Wachovia/Wells Fargo Bank September 2007 - January 2010
Skills
Loans, Investments, Series 63, Banking, Mortgage Lending, Asset Allocation, Series 7, Fixed Annuities, Securities, Credit, Retirement, Financial Services, Portfolio Management, Insurance, Finance
Education
University of Richmond 1998 — 2001
Bachelor's
Clover Hill High School 1994 — 1997
Anita Knox Anita Knox's Wachovia/Wells Fargo Bank Experience January 2008 - Present
Job CSR II at Wachovia/Wells fargo Bank
Industry Banking
Experience
Wachovia/Wells fargo Bank January 2008 - Present
Skills
Customer Service, Microsoft Office, Microsoft Word, Event Planning, Adobe Creative Suite, Call Centers, Technical Support, Customer Retention, Access, Customer Satisfaction, Troubleshooting, Blackberry, Software Documentation, Banking, BMC Remedy, Customer Experience
Education
Midlands Technical College 1991 — 1993
AA
University of South Carolina-Columbia 1985 — 1987
Dreher High School 1981 — 1984
University of South Carolina-Columbia
Wachovia/Wells fargo Bank January 2008 - Present
Skills
Customer Service, Microsoft Office, Microsoft Word, Event Planning, Adobe Creative Suite, Call Centers, Technical Support, Customer Retention, Access, Customer Satisfaction, Troubleshooting, Blackberry, Software Documentation, Banking, BMC Remedy, Customer Experience
Education
Midlands Technical College 1991 — 1993
AA
University of South Carolina-Columbia 1985 — 1987
Dreher High School 1981 — 1984
University of South Carolina-Columbia
Windy L Davis's Wachovia/Wells Fargo Bank Experience February 2011 - September 2012
Job Store Manager Catherine's Plus size store
Industry Retail
Experience
Life Vantage Idependent Distributor July 2015 - Present
Catherines Stores Corporation December 2013 - Present
SUNTRUST BANK September 2012 - November 2013
Wachovia/Wells Fargo Bank February 2011 - September 2012
Dillards dept store September 2007 - February 2011
Chico's May 2006 - June 2007
Belks SouthPark May 2004 - May 2006
Home Healthcare January 2002 - May 2004
Victoria Secret October 2000 - January 2002
Estee Lauder July 1999 - October 2000
Skills
Customer Service, Sales, Merchandising, CRM, Coaching, Inventory Management, Sales Management, Management, Training, Payroll, Event Management, Banking, Inventory Control, Customer Satisfaction, Team Building, Visual Merchandising, Strategic Planning
Education
Brevard Community College 1988 — 1989
Associate's Degree, Cosmetology/Cosmetologist, General
Life Vantage Idependent Distributor July 2015 - Present
Catherines Stores Corporation December 2013 - Present
SUNTRUST BANK September 2012 - November 2013
Wachovia/Wells Fargo Bank February 2011 - September 2012
Dillards dept store September 2007 - February 2011
Chico's May 2006 - June 2007
Belks SouthPark May 2004 - May 2006
Home Healthcare January 2002 - May 2004
Victoria Secret October 2000 - January 2002
Estee Lauder July 1999 - October 2000
Skills
Customer Service, Sales, Merchandising, CRM, Coaching, Inventory Management, Sales Management, Management, Training, Payroll, Event Management, Banking, Inventory Control, Customer Satisfaction, Team Building, Visual Merchandising, Strategic Planning
Education
Brevard Community College 1988 — 1989
Associate's Degree, Cosmetology/Cosmetologist, General
Denise Palms-Wilson's Wachovia/Wells Fargo Bank Experience June 2008 - May 2011
Job Criminal Justice Degree from Kaplan Career Institute. Working on BA at Kaplan University. Expected September 2015.
Industry Judiciary
Experience
Memphis Street Academy Charter School September 2014 - Present
Memphis Street Academy Charter School April 2014 - October 2014
First Judicial District Of Pennsylvania Court of Common Pleas July 2013 - 2013
Wachovia/Wells Fargo Bank June 2008 - May 2011
Academy Collection Agency August 2007 - May 2008
Skills
Higher Education, Process Scheduler, Social Media, Nonprofits, PowerPoint, Offender Management, Corrections, Justice, Restorative Justice, Legal Research, Gangs, Victims Of Crime, Parole, Juveniles, Court Proceedings, Court Appearances, Evidence, Fingerprinting, Crime Scene, Rules Of Evidence, Evidence Collection, Crime Scene..., Crime Prevention, Criminal Investigations, Jury Research, Homicide Investigations, Forensic Psychology, Witness Statements, Detention, General Investigations, Enforcement, Fugitive Recovery, Constitutional Law, Criminal Law, Drug Cases, Criminal Profiling, Criminal Records, Court Cases, Testimony, Background Checks, Loan Documents, Fraud Detection, Investigation, Loan Modifications, Wordperfect, Loan Closings, Loss Mitigation, Notary Public, Mortgage Underwriting, Juvenile Delinquency
Education
Kaplan University-Davenport Campus 2014 — 2015
Bachelor's degree, Juvenile Corrections
Kaplan career institute 2012 — 2013
Associate's degree, Criminal Justice and Corrections
Memphis Street Academy Charter School September 2014 - Present
Memphis Street Academy Charter School April 2014 - October 2014
First Judicial District Of Pennsylvania Court of Common Pleas July 2013 - 2013
Wachovia/Wells Fargo Bank June 2008 - May 2011
Academy Collection Agency August 2007 - May 2008
Skills
Higher Education, Process Scheduler, Social Media, Nonprofits, PowerPoint, Offender Management, Corrections, Justice, Restorative Justice, Legal Research, Gangs, Victims Of Crime, Parole, Juveniles, Court Proceedings, Court Appearances, Evidence, Fingerprinting, Crime Scene, Rules Of Evidence, Evidence Collection, Crime Scene..., Crime Prevention, Criminal Investigations, Jury Research, Homicide Investigations, Forensic Psychology, Witness Statements, Detention, General Investigations, Enforcement, Fugitive Recovery, Constitutional Law, Criminal Law, Drug Cases, Criminal Profiling, Criminal Records, Court Cases, Testimony, Background Checks, Loan Documents, Fraud Detection, Investigation, Loan Modifications, Wordperfect, Loan Closings, Loss Mitigation, Notary Public, Mortgage Underwriting, Juvenile Delinquency
Education
Kaplan University-Davenport Campus 2014 — 2015
Bachelor's degree, Juvenile Corrections
Kaplan career institute 2012 — 2013
Associate's degree, Criminal Justice and Corrections
Ronnie Plummer's Wachovia/Wells Fargo Bank Experience 1970 - 2012
Job
Industry
Experience
Wachovia/Wells Fargo Bank 1970 - 2012
Skills
Microsoft Excel, Microsoft Office, Project Management, Microsoft Word, Access, MS Project, Visio, SharePoint, Financial Analysis, Business Analysis, Software Documentation, Risk Management, Disaster Recovery, Team Leadership, Process Improvement, Microsoft Project, Leadership
Education
High Point University 1979 — 1982
Bachelor of Science (BS), Business Administration and Management, General, 3.6
Wachovia/Wells Fargo Bank 1970 - 2012
Skills
Microsoft Excel, Microsoft Office, Project Management, Microsoft Word, Access, MS Project, Visio, SharePoint, Financial Analysis, Business Analysis, Software Documentation, Risk Management, Disaster Recovery, Team Leadership, Process Improvement, Microsoft Project, Leadership
Education
High Point University 1979 — 1982
Bachelor of Science (BS), Business Administration and Management, General, 3.6
Kareem Green, MBA Kareem Green, MBA's Wachovia/Wells Fargo Bank Experience January 2009 - June 2011
Job Staff Accountant at Connect America Medical Alert Company Healthcare Division
Industry Accounting
Experience
Connect America Medical Alert Company October 2012 - Present
Self Employed Accountant March 2012 - June 2013
Wachovia/Wells Fargo Bank January 2009 - June 2011
HSBC March 2008 - January 2009
Brinks Home Security January 2007 - March 2008
Cintas Corp January 2006 - January 2007
Ameriquest Mortgage Company January 2005 - January 2006
Phillip Morris USA January 2002 - January 2005
Skills
Financial Accounting, Business Analysis, Financial Analysis, Investments, Account Management, Inventory Management, Property Management, Accounting, Accounts Payable, Accounts Receivable, Cost Accounting, Insurance, Payroll, Finance, Customer Service, Management, Microsoft Office, Microsoft Excel
Education
Strayer University 2011 — 2012
MBA, Accounting, 3.83
Lincoln University 1998 — 2002
BA, Finance, 3.8
Connect America Medical Alert Company October 2012 - Present
Self Employed Accountant March 2012 - June 2013
Wachovia/Wells Fargo Bank January 2009 - June 2011
HSBC March 2008 - January 2009
Brinks Home Security January 2007 - March 2008
Cintas Corp January 2006 - January 2007
Ameriquest Mortgage Company January 2005 - January 2006
Phillip Morris USA January 2002 - January 2005
Skills
Financial Accounting, Business Analysis, Financial Analysis, Investments, Account Management, Inventory Management, Property Management, Accounting, Accounts Payable, Accounts Receivable, Cost Accounting, Insurance, Payroll, Finance, Customer Service, Management, Microsoft Office, Microsoft Excel
Education
Strayer University 2011 — 2012
MBA, Accounting, 3.83
Lincoln University 1998 — 2002
BA, Finance, 3.8
Jeff Caden Jeff Caden's Wachovia/Wells Fargo Bank Experience 2006 - December 2012
Job AVP Regional Bank Private Banker Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank 2012 - Present
Wachovia/Wells Fargo Bank 2006 - December 2012
Condor Chevrolet 1988 - 2005
Skills
Consumer Lending, Loans, Mortgage Lending, Small Business Lending, Credit, Lines Of Credit, Series 63, Series 6, Series 7, Retail Banking, Home Equity, Home Equity Lines of..., Refinance, Cross Selling, Home Equity Loans, Personal Banking, Deposits, Cash Flow Lending, Commercial Lending, Banking, Loan Origination, Commercial Banking, Mortgage Banking, Commercial Mortgages, SBA, Wealth Management, Mutual Funds, Credit Analysis, Financial Services, Residential Mortgages, Portfolio Management
Education
New England College
St. Josephs
Wells Fargo Bank 2012 - Present
Wachovia/Wells Fargo Bank 2006 - December 2012
Condor Chevrolet 1988 - 2005
Skills
Consumer Lending, Loans, Mortgage Lending, Small Business Lending, Credit, Lines Of Credit, Series 63, Series 6, Series 7, Retail Banking, Home Equity, Home Equity Lines of..., Refinance, Cross Selling, Home Equity Loans, Personal Banking, Deposits, Cash Flow Lending, Commercial Lending, Banking, Loan Origination, Commercial Banking, Mortgage Banking, Commercial Mortgages, SBA, Wealth Management, Mutual Funds, Credit Analysis, Financial Services, Residential Mortgages, Portfolio Management
Education
New England College
St. Josephs
Cornelius Bailey Jr Cornelius Bailey Jr's Wachovia/Wells Fargo Bank Experience June 2009 - August 2009
Job Lending Manager for collateral underwriting and processing of C o Ops & Condo's at Wells Fargo Home Mortgage
Industry Banking
Experience
Well Fargo Home Mortgage Inc June 2013 - Present
Wachovia, A Wells Fargo Company August 2009 - Present
Wachovia/Wells Fargo Bank June 2009 - August 2009
Wachovia/Wells Fargo Bank July 2008 - June 2009
Wachovia Bank April 2002 - July 2008
Wachovia Bank October 2006 - June 2008
Weichert Financial August 2001 - April 2002
First Union National Bank October 1996 - August 2001
Olsten Staffing Services June 1991 - April 1996
Shiff and Goldman July 1994 - July 1995
Skills
Loans, Credit, Mortgage Lending, Underwriting
Education
Tuskegee University 1991 — 1993
Mechanical Engineering
Pace
Well Fargo Home Mortgage Inc June 2013 - Present
Wachovia, A Wells Fargo Company August 2009 - Present
Wachovia/Wells Fargo Bank June 2009 - August 2009
Wachovia/Wells Fargo Bank July 2008 - June 2009
Wachovia Bank April 2002 - July 2008
Wachovia Bank October 2006 - June 2008
Weichert Financial August 2001 - April 2002
First Union National Bank October 1996 - August 2001
Olsten Staffing Services June 1991 - April 1996
Shiff and Goldman July 1994 - July 1995
Skills
Loans, Credit, Mortgage Lending, Underwriting
Education
Tuskegee University 1991 — 1993
Mechanical Engineering
Pace
patrick marcum patrick marcum's Wachovia/Wells Fargo Bank Experience February 2010 - May 2012
Job Retail Sales Associate at TMobile
Industry Telecommunications
Experience
T-Mobile May 2012 - Present
Wachovia/Wells Fargo Bank February 2010 - May 2012
Wachovia Bank May 2009 - February 2010
Domino's Pizza August 2005 - May 2009
Texaco Express Lube August 2008 - January 2009
Compass Bank August 2007 - January 2008
Blockbuster Video January 2005 - August 2005
Skills
Customer Service, Credit Cards, Loans, Payments, Banking, Credit, Insurance, Retail Banking, Accounting
Education
University of Alabama at Birmingham 2007 — 2009
Bachelor's Degree, Business Management
Calhoun Community College 2005 — 2007
management
T-Mobile May 2012 - Present
Wachovia/Wells Fargo Bank February 2010 - May 2012
Wachovia Bank May 2009 - February 2010
Domino's Pizza August 2005 - May 2009
Texaco Express Lube August 2008 - January 2009
Compass Bank August 2007 - January 2008
Blockbuster Video January 2005 - August 2005
Skills
Customer Service, Credit Cards, Loans, Payments, Banking, Credit, Insurance, Retail Banking, Accounting
Education
University of Alabama at Birmingham 2007 — 2009
Bachelor's Degree, Business Management
Calhoun Community College 2005 — 2007
management
Curt Withrow Curt Withrow's Wachovia/Wells Fargo Bank Experience May 2010 - February 2011
Job Business and commercial real estate underwriter
Industry Banking
Experience
Navy Federal Credit Union July 2015 - Present
Mid-Atlantic Business Finance Company May 2012 - 2015
Wachovia/Wells Fargo Bank May 2010 - February 2011
National Osteoporosis Foundation March 2008 - January 2009
Resources for the Future 2005 - 2006
National Parks Conservation Association 2001 - 2004
Suntrust Bank 1997 - 2001
M&T Bank Corporation 1991 - 1997
Signet Bank 1986 - 1991
Skills
Banking, Financial Analysis, Fundraising, Strategic Planning, Commercial Banking, Accounting, Risk Management, Management, Portfolio Management, Nonprofits, Community Outreach, Credit Analysis, Credit, Strategy, Proposal Writing, Analysis, Relationship Management, Budgets, Business Development, Mergers & Acquisitions, Event Planning, Loans, Philanthropy, Marketing, Small Business Lending, Underwriting, Organizational..., Commercial Lending
Education
Texas Christian University 1981 — 1983
MBA, Finance
West Virginia Wesleyan College 1975 — 1980
BS, Biology
Navy Federal Credit Union July 2015 - Present
Mid-Atlantic Business Finance Company May 2012 - 2015
Wachovia/Wells Fargo Bank May 2010 - February 2011
National Osteoporosis Foundation March 2008 - January 2009
Resources for the Future 2005 - 2006
National Parks Conservation Association 2001 - 2004
Suntrust Bank 1997 - 2001
M&T Bank Corporation 1991 - 1997
Signet Bank 1986 - 1991
Skills
Banking, Financial Analysis, Fundraising, Strategic Planning, Commercial Banking, Accounting, Risk Management, Management, Portfolio Management, Nonprofits, Community Outreach, Credit Analysis, Credit, Strategy, Proposal Writing, Analysis, Relationship Management, Budgets, Business Development, Mergers & Acquisitions, Event Planning, Loans, Philanthropy, Marketing, Small Business Lending, Underwriting, Organizational..., Commercial Lending
Education
Texas Christian University 1981 — 1983
MBA, Finance
West Virginia Wesleyan College 1975 — 1980
BS, Biology
Jim Shelton's Wachovia/Wells Fargo Bank Experience September 2009 - June 2011
Job Management Consultant at BINNACLE Consulting Group
Industry Management Consulting
Experience
BINNACLE Consulting Group September 2014 - Present
Shenandoah Capital, LLC September 2014 - Present
Branch Banking & Trust Company (BB&T) September 2012 - September 2014
The Orange Panda & Company, LLC September 2011 - December 2012
Wachovia/Wells Fargo Bank September 2009 - June 2011
GovContract Funding, LLC January 2009 - October 2009
WashingtonFirst Bank January 2008 - November 2008
Founders Bank & Trust, N.A. (In Organization) July 2006 - January 2008
Commerce Bank 2005 - 2006
The Shelton Group, LLC and its subsidiary: Sensible Funding Solutions 2001 - 2005
Skills
Banking, Finance, Risk Management, Credit, Strategy, Portfolio Management, Mergers & Acquisitions, Loans, Investments, Commercial Lending, Start-ups, Commercial Banking, Small Business Lending, Leadership, Business Development, Management, Financial Services, Business Analysis, Business Planning, Cash Management, Underwriting, Entrepreneurship, Investment Banking, Financial Analysis
Education
Maryland Bankers Association School
Graduate, Retail and Commercial Banking
University of Maryland - Robert H. Smith School of Business
BS, Accounting, Finance
BINNACLE Consulting Group September 2014 - Present
Shenandoah Capital, LLC September 2014 - Present
Branch Banking & Trust Company (BB&T) September 2012 - September 2014
The Orange Panda & Company, LLC September 2011 - December 2012
Wachovia/Wells Fargo Bank September 2009 - June 2011
GovContract Funding, LLC January 2009 - October 2009
WashingtonFirst Bank January 2008 - November 2008
Founders Bank & Trust, N.A. (In Organization) July 2006 - January 2008
Commerce Bank 2005 - 2006
The Shelton Group, LLC and its subsidiary: Sensible Funding Solutions 2001 - 2005
Skills
Banking, Finance, Risk Management, Credit, Strategy, Portfolio Management, Mergers & Acquisitions, Loans, Investments, Commercial Lending, Start-ups, Commercial Banking, Small Business Lending, Leadership, Business Development, Management, Financial Services, Business Analysis, Business Planning, Cash Management, Underwriting, Entrepreneurship, Investment Banking, Financial Analysis
Education
Maryland Bankers Association School
Graduate, Retail and Commercial Banking
University of Maryland - Robert H. Smith School of Business
BS, Accounting, Finance
Blake Meharg's Wachovia/Wells Fargo Bank Experience February 2011 - April 2012
Job Vice President, Financial Sales Manager II at First Citizens Bank and Trust Company, Inc.
Industry Banking
Experience
First Citizens Bank January 2014 - Present
First Citizens Bank & Trust of South Carolina April 2012 - January 2014
Wachovia/Wells Fargo Bank February 2011 - April 2012
Wachovia/Wells Fargo Bank January 2006 - February 2011
Wells Fargo Financial May 2003 - January 2006
GEICO December 2002 - May 2003
Skills
Client Relationship..., Lead Generation..., Implementation..., Payroll, & Merchant..., Qualifying Prospects, CRM, Sales Process, Leadership, Account Management, Loans, Customer Service, Banking, Credit, Sales, Investments, Finance, Retail, Small Business, Financial Services, Time Management, Mortgage Banking, Retail Banking, Training, Lines Of Credit, Consumer Lending, Coaching, Relationship Management, Credit Analysis, Sales Management, Small Business Lending, Management, Portfolio Management, Mortgage Lending, Insurance, Strategic Partnerships, Commercial Banking, Commercial Lending, Cross Selling, Mergers & Acquisitions, Financial Analysis, Strategy
Education
Georgia Southern University 1998 — 2002
Bachelor of Business, Marketing and Sales
First Citizens Bank January 2014 - Present
First Citizens Bank & Trust of South Carolina April 2012 - January 2014
Wachovia/Wells Fargo Bank February 2011 - April 2012
Wachovia/Wells Fargo Bank January 2006 - February 2011
Wells Fargo Financial May 2003 - January 2006
GEICO December 2002 - May 2003
Skills
Client Relationship..., Lead Generation..., Implementation..., Payroll, & Merchant..., Qualifying Prospects, CRM, Sales Process, Leadership, Account Management, Loans, Customer Service, Banking, Credit, Sales, Investments, Finance, Retail, Small Business, Financial Services, Time Management, Mortgage Banking, Retail Banking, Training, Lines Of Credit, Consumer Lending, Coaching, Relationship Management, Credit Analysis, Sales Management, Small Business Lending, Management, Portfolio Management, Mortgage Lending, Insurance, Strategic Partnerships, Commercial Banking, Commercial Lending, Cross Selling, Mergers & Acquisitions, Financial Analysis, Strategy
Education
Georgia Southern University 1998 — 2002
Bachelor of Business, Marketing and Sales
Andrea Durrett's Wachovia/Wells Fargo Bank Experience November 2002 - August 2009
Job Business Banking Manager at Pacific Premier Bank
Industry Banking
Experience
Pacific Premier Bank March 2015 - Present
CommerceWest Bank 2013 - 2013
Wachovia/Wells Fargo Bank November 2002 - August 2009
Sanwa Bank July 2000 - October 2002
Downey Savings July 1998 - July 2000
Wells Fargo Bank January 1998 - January 2000
Skills
Notary Public, Commercial Banking, Commercial Lending, Consumer Lending, Mortgage Lending, Treasury Management, Banking, Financial Services, Human Resources, Portfolio Management, Sales, Sales Management, Underwriting, Branch Management, Management, Credit Analysis, Retail Banking, Risk Management, Credit
Education
University of Phoenix 2000 — 2005
BA, Education
University of Phoenix 1998 — 2002
Masters, Organizational Management.
California State University-Long Beach 1991 — 1995
Bachelor's degree, Art/Art Studies, General
Palm desert high school
Pacific Premier Bank March 2015 - Present
CommerceWest Bank 2013 - 2013
Wachovia/Wells Fargo Bank November 2002 - August 2009
Sanwa Bank July 2000 - October 2002
Downey Savings July 1998 - July 2000
Wells Fargo Bank January 1998 - January 2000
Skills
Notary Public, Commercial Banking, Commercial Lending, Consumer Lending, Mortgage Lending, Treasury Management, Banking, Financial Services, Human Resources, Portfolio Management, Sales, Sales Management, Underwriting, Branch Management, Management, Credit Analysis, Retail Banking, Risk Management, Credit
Education
University of Phoenix 2000 — 2005
BA, Education
University of Phoenix 1998 — 2002
Masters, Organizational Management.
California State University-Long Beach 1991 — 1995
Bachelor's degree, Art/Art Studies, General
Palm desert high school
Michael J. Porter CFA, CTFA's Wachovia/Wells Fargo Bank Experience January 1999 - December 2003
Job Investment Analyst/Financial Advocate
Industry Financial Services
Experience
Wells Fargo Bank, N.A. January 2003 - June 2014
Wachovia/Wells Fargo Bank January 1999 - December 2003
Skills
Financial Literacy, Bartering, Effective Efficiency, Personal Finance, Investments, Investment Advisory, Logical Reasoning, Due Diligence, Financial Advocacy, Analytical Reasoning, Closely Held Businesses, Trust Asset Management, Business Valuation, Business Succession..., Fiduciary Services, Financial Analysis, Fiduciary Management, Investment Management, Portfolio Management, Equities, Self Reliancy, Wealth Management, Financial Advisory, Investment Strategies, Strategic Financial..., Charitable Trusts, Nonprofits, Alternative Investments, Valuation, Financial Modeling, Credit, High Net Worth..., Completion of Cannon...
Education
Marshall University 1994 — 1996
MBA
Marshall University 1989 — 1993
B.S., Mathematics / Minor: Economics
Wells Fargo Bank, N.A. January 2003 - June 2014
Wachovia/Wells Fargo Bank January 1999 - December 2003
Skills
Financial Literacy, Bartering, Effective Efficiency, Personal Finance, Investments, Investment Advisory, Logical Reasoning, Due Diligence, Financial Advocacy, Analytical Reasoning, Closely Held Businesses, Trust Asset Management, Business Valuation, Business Succession..., Fiduciary Services, Financial Analysis, Fiduciary Management, Investment Management, Portfolio Management, Equities, Self Reliancy, Wealth Management, Financial Advisory, Investment Strategies, Strategic Financial..., Charitable Trusts, Nonprofits, Alternative Investments, Valuation, Financial Modeling, Credit, High Net Worth..., Completion of Cannon...
Education
Marshall University 1994 — 1996
MBA
Marshall University 1989 — 1993
B.S., Mathematics / Minor: Economics
Akram S. Aleahmad's Wachovia/Wells Fargo Bank Experience July 1991 - July 2006
Job Financial Services
Industry Banking
Experience
PNC Bank February 2009 - Present
Bank of America (BoA), Premier Banking & Investments July 2006 - January 2009
WACHOVIA/WELLS FARGO BANK July 1991 - July 2006
ELECTRIC PRESS, INC November 1995 - February 1997
Skills
Credit, Loans, Management, Finance, Portfolio Management, Mortgage Lending, Banking, Relationship Management, Financial Services, Financial Analysis
Education
Guilford College 1986 — 1990
BS, Business & Management
University of Guilford College 1986 — 1990
Bachelor of Science, Business and Management
PNC Bank February 2009 - Present
Bank of America (BoA), Premier Banking & Investments July 2006 - January 2009
WACHOVIA/WELLS FARGO BANK July 1991 - July 2006
ELECTRIC PRESS, INC November 1995 - February 1997
Skills
Credit, Loans, Management, Finance, Portfolio Management, Mortgage Lending, Banking, Relationship Management, Financial Services, Financial Analysis
Education
Guilford College 1986 — 1990
BS, Business & Management
University of Guilford College 1986 — 1990
Bachelor of Science, Business and Management
Jervis White Jr's Wachovia/Wells Fargo Bank Experience January 2007 - January 2012
Job Music Producer at Nyce Musiz Entertainment
Industry Music
Experience
Wells Fargo Bank March 2007 - January 2012
Wachovia/Wells Fargo Bank January 2007 - January 2012
U.S. Bank January 2005 - January 2007
U.S. Bank January 2004 - January 2005
Education
Anoka Ramsey Community College
Minneapolis Community and Technical College
Wells Fargo Bank March 2007 - January 2012
Wachovia/Wells Fargo Bank January 2007 - January 2012
U.S. Bank January 2005 - January 2007
U.S. Bank January 2004 - January 2005
Education
Anoka Ramsey Community College
Minneapolis Community and Technical College
Bob Schutz's Wachovia/Wells Fargo Bank Experience March 2005 - December 2010
Job Licensed Branch Manager
Industry Banking
Experience
Capital Bank (Capital Bank Financial Corp.) October 2014 - Present
ITT Technical Institute September 2013 - October 2014
Bank of America October 2012 - June 2013
NewBridge Bank April 2012 - October 2012
SunTrust Bank December 2010 - April 2012
Wachovia/Wells Fargo Bank March 2005 - December 2010
Skills
Banking, Consumer Lending, Credit, Loans, Retail Banking, New Business Development, Small Business, Wealth Management, Fixed Annuities, Life Insurance, Health Insurance, Small Business Lending, Cross Selling, Relationship Management, Deposits, Loan Origination, Branch Management, Branch Banking, Lines Of Credit, Residential Mortgages, Investments, Insurance, Sales, Sales Management, Credit Cards, Team Building, Customer Service, Coaching, Customer Retention, Cold Calling, Business Relationship..., Financial Services, Portfolio Management, Internet Banking, Merchant Services, Home Equity Loans, Debit Cards, Home Equity Lines of..., Building Relationships, Banking Relationships, Bank Secrecy Act, IRAs, Finance, Commercial Lending, Credit Analysis, Treasury Management, AML, Asset Based Lending, Commercial Banking, Leadership
Education
Gardner-Webb University 2005 — 2007
MBA, Business Administration
Gardner-Webb University 2002 — 2005
BS, Business. Administration
Greensboro College 2000 — 2002
BS, Business Administration
Capital Bank (Capital Bank Financial Corp.) October 2014 - Present
ITT Technical Institute September 2013 - October 2014
Bank of America October 2012 - June 2013
NewBridge Bank April 2012 - October 2012
SunTrust Bank December 2010 - April 2012
Wachovia/Wells Fargo Bank March 2005 - December 2010
Skills
Banking, Consumer Lending, Credit, Loans, Retail Banking, New Business Development, Small Business, Wealth Management, Fixed Annuities, Life Insurance, Health Insurance, Small Business Lending, Cross Selling, Relationship Management, Deposits, Loan Origination, Branch Management, Branch Banking, Lines Of Credit, Residential Mortgages, Investments, Insurance, Sales, Sales Management, Credit Cards, Team Building, Customer Service, Coaching, Customer Retention, Cold Calling, Business Relationship..., Financial Services, Portfolio Management, Internet Banking, Merchant Services, Home Equity Loans, Debit Cards, Home Equity Lines of..., Building Relationships, Banking Relationships, Bank Secrecy Act, IRAs, Finance, Commercial Lending, Credit Analysis, Treasury Management, AML, Asset Based Lending, Commercial Banking, Leadership
Education
Gardner-Webb University 2005 — 2007
MBA, Business Administration
Gardner-Webb University 2002 — 2005
BS, Business. Administration
Greensboro College 2000 — 2002
BS, Business Administration
Vincent Caschetta's Wachovia/Wells Fargo Bank Experience February 2007 - April 2012
Job Experienced Banking Professional
Industry Banking
Experience
TD Bank Group April 2012 - Present
Wachovia/Wells Fargo Bank February 2007 - April 2012
American Mortgage February 2005 - January 2007
Skills
Series 6, Series 63, Life, Health, Variable..., SAFE Registered, Loans, Fixed Annuities, Small Business Lending, Consumer Lending, Banking, Commercial Lending, Credit, Wealth Management, Commercial Banking, Cross Selling, Mutual Funds, Lines Of Credit, Securities, Credit Analysis, Loan Origination, Mortgage Banking, Finance, Mortgage Lending
Education
University of Florida 2000 — 2002
N/A, Business Administration
Spruce Creek 1996 — 2000
Spruce Creek 1996 — 2000
TD Bank Group April 2012 - Present
Wachovia/Wells Fargo Bank February 2007 - April 2012
American Mortgage February 2005 - January 2007
Skills
Series 6, Series 63, Life, Health, Variable..., SAFE Registered, Loans, Fixed Annuities, Small Business Lending, Consumer Lending, Banking, Commercial Lending, Credit, Wealth Management, Commercial Banking, Cross Selling, Mutual Funds, Lines Of Credit, Securities, Credit Analysis, Loan Origination, Mortgage Banking, Finance, Mortgage Lending
Education
University of Florida 2000 — 2002
N/A, Business Administration
Spruce Creek 1996 — 2000
Spruce Creek 1996 — 2000
Katie Cain's Wachovia/Wells Fargo Bank Experience November 2006 - January 2011
Job Branch Supervisor at Schools First Federal Credit Union
Industry Banking
Experience
Schools First Federal Credit Union September 2012 - Present
US Bank 2011 - 2012
Wachovia/Wells Fargo Bank November 2006 - January 2011
Skills
Branch Management, Human Resources, Team Leadership, Sales Management, Operations Management, Team Building, Job Coaching, Prospecting Skills, Microsoft Excel, Microsoft Word, Outlook, Outside Sales, Sales, Strategy, Management
Education
University of Phoenix 1994 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Chaffey High School
High School Diploma
Schools First Federal Credit Union September 2012 - Present
US Bank 2011 - 2012
Wachovia/Wells Fargo Bank November 2006 - January 2011
Skills
Branch Management, Human Resources, Team Leadership, Sales Management, Operations Management, Team Building, Job Coaching, Prospecting Skills, Microsoft Excel, Microsoft Word, Outlook, Outside Sales, Sales, Strategy, Management
Education
University of Phoenix 1994 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Chaffey High School
High School Diploma
Joyce Berry's Wachovia/Wells Fargo Bank Experience July 2005 - October 2009
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
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