Wheat First Union

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Wheat First Union Employees

Employee
Years
Job
Industry
Robert (Bob) Carpenter Robert (Bob) Carpenter Richmond, Virginia Area Details
Robert (Bob) Carpenter's Wheat First Union Experience August 1996 - December 1999
Job Client Services Manager
Industry Biotechnology
Experience
CSols Inc.  March 2013 - Present
CSols Inc.  January 2012 - Present
LabAnswer  March 2006 - December 2011
Capital One  April 2002 - March 2006
SyCom Technologies  July 2001 - April 2002
PSI Net  December 1999 - July 2001
Wheat First Union   August 1996 - December 1999
General Electric  November 1995 - August 1996
ViewStar  December 1992 - November 1995
The Hartford  April 1986 - December 1992

Skills
Project Management, SDLC, Strategic Consulting, Laboratory Informatics, Six Sigma, HIPAA, Business Process...

Education
Villanova University   2008 — 2008
Advanced Strategic Project Management Practices, Certificate

Villanova University   2014 — 2014
Business Process Management, Certificate, Advanced Process Strategies and Practices

Villanova University   2011 — 2011
Lean Six Sigma Master Black Belt, Certificate

Central Connecticut State University   1979 — 1983

Frederick R. Blair Frederick R. Blair Harrisburg, Pennsylvania Details
Frederick R. Blair's Wheat First Union Experience 1996 - March 2000
Job President at Commonwealth Financial Associates, Ltd.
Industry Financial Services
Experience
Commonwealth Financial Associates, Ltd.   March 1987 - Present
URL Insurance Group  April 2000 - December 2007
Wheat First Union   1996 - March 2000

Skills
Securities, Series 7, Mutual Funds, Fixed Annuities, Investment Advisory, 401k, Retirement Planning, Financial Advisory, Wealth Management, Retirement, Investment Strategies, Life Insurance, Investment Management, Investments, Long-term Care, FINRA, Financial Planners, IRAs, Long Term Care Insurance, Finance, Insurance, Strategic Financial..., Wealth, Financial Planning, Small Business, Financial Services, Series 63, Employee Benefits, Series 6, Health Insurance, Wealth Management..., Series 24, Asset Allocation, High Net Worth..., Critical Illness, Estate Planning, Disability Insurance, Term Life Insurance

Education
Penn State University   1980 — 1988
MBA, Administration

Penn State University   1977 — 1980
BBA, Marketing

Bruce Nelson, CFA Bruce Nelson, CFA Greater New York City Area Details
Bruce Nelson, CFA's Wheat First Union Experience 1995 - 1998
Job Senior Consultant, Strategic Accounts at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial  May 2014 - Present
Brandes Investment Partners  October 2000 - August 2013
HSBC  1998 - 2000
Wheat First Union   1995 - 1998
Moran and Associates   1993 - 1995
Ernst & Young  1992 - 1993
IBM  1988 - 1990

Skills
CFA, Asset Managment, Investments, Equities, Chartered Financial..., Mutual Funds, Portfolio Management, Alternative Investments, Asset Management, Business Development, Investment Management, Finance, Hedge Funds, Investment Strategies, Asset Allocation, Series 7, Wealth Management, Securities, Financial Services, Fixed Income, Management

Education
Columbia Business School
MBA

Tulane University - A.B. Freeman School of Business
Bachelor of Science in Management

Kevin Nicholson, CFA Kevin Nicholson, CFA Richmond, Virginia Area Details
Kevin Nicholson, CFA's Wheat First Union Experience September 1993 - April 2000
Job Chief Risk Officer at Riverfront Investment Group
Industry Financial Services
Experience
RiverFront Investment Group  January 2012 - Present
Riverfront Investment Group  June 2010 - January 2012
Wells Fargo Advisors, LLC  October 2008 - June 2010
Wachovia Securities, LLC  June 2007 - October 2008
Wachovia Securities, LLC  December 2002 - June 2007
Wachovia Securities, LLC  April 2000 - December 2002
Wheat First Union   September 1993 - April 2000
Wheat First Butcher Singer  February 1992 - September 1993

Education
Virginia Commonwealth University - School of Business   2004 — 2006
M.B.A., Finance

Randolph-Macon College   1988 — 1992
B.A., Business/Economics

Rob Thomas Rob Thomas Greater New York City Area Details
Rob Thomas's Wheat First Union Experience May 1998 - August 1998
Job Vice President, Product Development, IBM Analytics
Industry Information Technology and Services
Experience
IBM  July 2014 - Present
IBM  January 2013 - July 2014
IBM  December 2009 - December 2012
IBM  July 2007 - November 2009
IBM  April 2005 - June 2007
IBM  December 2003 - March 2005
IBM  February 2002 - November 2003
IBM  July 1999 - January 2002
Wheat First Union   May 1998 - August 1998
Merrill Lynch  May 1997 - August 1997

Skills
Mergers, Company Acquisitions, Big Data, Sales Management, Management Consulting, Divestitures, Financial Analysis, Channel Partners, general management, Deal Structuring, Closing Deals, Deal Making, Strategic Planning, Business Strategy, IT Strategy, Go-to-market Strategy, Cross-functional Team..., Business Development, Integration, Negotiation, Business Intelligence, Business Alliances, Program Management, Analytics, Leadership, Strategic Partnerships, CRM, SaaS, Product Management, Enterprise Software, Mergers & Acquisitions, Management, Strategy, Solution Selling, Business Analysis, Professional Services, Enterprise Architecture, Pre-sales, Sales Enablement, Outsourcing

Education
University of Florida - Warrington College Of Business   1997 — 1999
MBA, Finance

Vanderbilt University   1993 — 1997
BA, Economics

Libby Faulkner, PHR Libby Faulkner, PHR Raleigh-Durham, North Carolina Area Details
Libby Faulkner, PHR's Wheat First Union Experience March 1996 - December 1998
Job Sr. HR Generalist at NC Housing Finance Agency
Industry Financial Services
Experience
NC Housing Finance Agency   September 2001 - Present
South Carolina Housing Finance and Development Authority   March 1999 - July 2001
Wheat First Union   March 1996 - December 1998

Skills
Deferred Compensation, Employee Relations, Talent Acquisition, Human Resources, Employee Benefits, Applicant Tracking..., Onboarding

Education
Elon University - Martha and Spencer Love School of Business   1989 — 1991
BS, Business Administration

Russ Andrews Russ Andrews Raleigh-Durham, North Carolina Area Details
Russ Andrews's Wheat First Union Experience 1988 - 1999
Job Founder of Finding Purpose Ministry at Selfemployed
Industry Religious Institutions
Experience
Self-employed  2003 - Present
Wheat First Union   1988 - 1999
Carolina Securities Corporation   1981 - 1989

Skills
Nonprofits, Fundraising, Non-profits, Leadership Development, Strategic Communications, Community Outreach, Public Speaking, Strategic Planning, Public Relations, Preaching, Volunteer Management, Missions, Event Planning, Teaching, Discipleship, Evangelism, Coaching, Entrepreneurship, Conflict Resolution, Team Building, Gospel, Church Events, Leadership

Education
Southeastern Baptist Theological Seminary   1999 — 2003
Master of Divinity (M.Div.)

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1979 — 1981
Master of Business Administration (M.B.A.)

University of North Carolina at Chapel Hill   1972 — 1976
Bachelor of Science, Business Administration and Management, General

Susy Lerner Susy Lerner Greater San Diego Area Details
Susy Lerner's Wheat First Union Experience 1996 - 1997
Job Financial Planning Consultant at LPL
Industry Financial Services
Experience
LPL  July 2008 - Present
Asset Preservation Strategies, Inc., and QA3 LLC   June 2003 - October 2007
Washington Mutual  2004 - 2007
RSM McGladrey  November 2000 - April 2002
AXA Financial  June 1999 - August 2000
Prudential Financial  January 1998 - July 1999
Wheat First Union   1996 - 1997
Lerner Financial Network   October 1987 - October 1996

Skills
Financial Planning, Wealth Management, Insurance, Asset Allocation, Investment Advisory, Asset Management, Series 7, Investment Strategies, Insurance Planning, Financial Advisory, Cash Flow, Public Speaking, Series 66, Series 63, Customer Relations, Financial Planners, Uniform Combined State..., Strategic Financial..., Investments, Customer Service, Wealth Management...

Education
College for Financial Planning
CFP, financial planning

College for Financial Planning
CMFC, Investments

The American College
CLU, Insurance

University of Maryland College Park
BS, Science Education

University of Maryland College Park
MEd, Science Education

Frances Rickman Frances Rickman Richmond, Virginia Area Details
Frances Rickman's Wheat First Union Experience 1985 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
Davenport & Company LLC  May 2006 - September 2009
Company LLC   May 2006 - September 2009
Wachovia Securities  1985 - 2006
Wheat First Union   1985 - 2006
Wheat First Securities  1985 - 2006
First Union Securities  1985 - 2006
Wells Fargo Advisors (formerly Wachovia Securities and predecessor firms)   1985 - 2005
Wachovia Securities, LLC  January 1985 - January 2004

Skills
IRAs, Series 63, Retirement Planning, Series 24, Mutual Funds, FINRA, Retirement, Financial Advisory

Education
College for Financial Planning
CRPC, Qualified Retirement Plans

National Business College
Business

Prince Edward AcademyNational Business College

Chris Leavy Chris Leavy Greater New York City Area Details
Chris Leavy's Wheat First Union Experience 1998 - 2002
Job Complex Manager at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates  April 2015 - Present
Wells Fargo Advisors, LLC  June 2005 - July 2014
Wells Fargo Advisors  January 2004 - June 2005
Wheat First Union   1998 - 2002
Paine Webber  1991 - 1997
Paine Webber  1989 - 1991
Oppenehimer & Co   January 1984 - February 1988

Skills
Branch Management, Financial Advisory, New Business Development, Wealth Preservation..., Investment Strategies, Retirement Planning, Asset Allocation, Investments, Financial Services, Asset Management, Financial Planning, Mutual Funds, Portfolio Management, Recruiting, Business Development, Team Building, Wealth Management

Education
State University of New York College at Buffalo   1977 — 1978
BS, Bachelor of Science

State University of New York College at Oswego   1974 — 1976
Biology/Biological Sciences, General

Mitchell Schoenbaum Mitchell Schoenbaum Greater New York City Area Details
Mitchell Schoenbaum's Wheat First Union Experience May 1997 - September 1999
Job Senior VP Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  June 2009 - Present
RBC Wealth Management  September 1999 - June 2009
Wheat First Union   May 1997 - September 1999

Skills
Securities, Team Building, Coaching, Budgets, Credit, Customer Service, Management, Series 7, Asset Management, Insurance, Risk Management, Portfolio Management, Financial Analysis, Banking, Financial Modeling, Business Strategy, Financial Advisory, Strategy

Education
Boston University   1968 — 1972

New Rochelle High School   1966 — 1968

Ann Gurkin Ann Gurkin Richmond, Virginia Area Details
Ann Gurkin's Wheat First Union Experience January 1992 - January 1996
Job Sr. Vice President at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC  April 1999 - Present
Crestar Asset Management Company   August 1996 - April 1999
Wheat First Union   January 1992 - January 1996
Wheat First Union   January 1990 - January 1992
Scott and Stringfellow Investment Corp   January 1989 - January 1990

Education
University of Richmond
Master, Business Administration

Hollins University
Bachelor of Arts, English