BNET Industries

Last Fiscal Year Sales:$56.6B
  • Private
  • US
Dow Jones Description

Wachovia is a diversified financial services company that provides a broad range of retail banking and brokerage, asset and wealth management, and corporate and investment banking products and services. We are one of the largest providers of financial services in the United States, with retail and commercial banking operations in 21 states from Connecticut to Florida and west to Texas and California, and nationwide retail brokerage, mortgage lending and auto finance businesses. Our retail brokerage operations under the Wachovia Securities brand name manage client assets through offices nationwide. Globally, clients are served in selected corporate and institutional sectors and through more than 40 international offices. On December 31, 2008, Wells Fargo acquired Wachovia Corporation, creating the nation?s premier coast-to-coast financial services franchise.

Number of Employees 121,890
Contact Information

301 South College Street

Suite 4000

Charlotte, North Carolina 28288-0013

www.wachovia.co...

704-374-6565

NAICS Code Commercial Banking: 522110

Recent Events

  • Pay Jumps at Wells Fargo

    3/04/10 - Merger / Acquisition - View Story

  • Brighter Days

    3/01/10 - Merger / Acquisition - View Story

  • Couple argues they can sue Wachovia

    2/14/10 - Lawsuit Filed - View Story

  • ATMS, signs signal switch in industry

    1/24/10 - Merger / Acquisition - View Story

  • Brighter picture for Wells Fargo; bank has profit of $394m in Q4

    1/21/10 - Merger / Acquisition - View Story

  • Wealth managers post mixed results

    1/20/10 - Financial Announcement - View Story

  • Wachovia adds jobs, ATMS

    1/17/10 - Product Announcement - View Story

  • N.J. couple pays dearly for financial advice

    1/06/10 - Merger / Acquisition - View Story

  • Evergreen Utility and Telecommunications Fund -- 2009 Dividend Distribution

    12/31/09 - Merger / Acquisition - View Story

  • BRIEF: Wells Fargo pays back its government loans

    12/23/09 - New Investment - View Story

  • Is your bank in trouble? More report bad loans

    12/15/09 - New Investment - View Story

  • Wells Fargo offers mortgage relief to struggling homeowners

    12/10/09 - Merger / Acquisition - View Story

  • The Next 2 Dividend Blowups?

    12/04/09 - Stock Split / Dividend - View Story

  • Thousands of Dollars Donated to Assist Fort Hood Families in the Wake of Tragedy

    11/20/09 - Merger / Acquisition - View Story

  • CBandT maintains iron grip on local banking market: But competition heating up with Wells Fargo...

    11/15/09 - Merger / Acquisition - View Story

  • Loan logjam continues, Florida falls behind

    11/11/09 - Merger / Acquisition - View Story

  • 27 comments

    11/01/09 - Merger / Acquisition - View Story

  • Banks see big profits from overdraft fees

    10/30/09 - Lawsuit Filed - View Story

  • Charlotte mayor candidates agree: It's the economy

    10/30/09 - Merger / Acquisition - View Story

  • Regional Briefs: PTA president charged in theft of $6,294 from organization

    10/28/09 - Stock Split / Dividend - View Story

News & Analysis

marketing and wachovia corp. and wells fargo & co. - All News and Analysis

Decision Makers

Name (plus bio) Position
Becky Padgett
Eugene Picone
Kimberly Allen Wachovia Vice President and Wachovia Regional Foundation Program Officer
Lois Greco Wachovia Senior Vice President and Wachovia Regional Foundation Evaluation Officer
Denise McGregor Armbrister Executive Director
Rebecca Martinez Executive Assistant
Stephen E. Cummings Senior Executive Vice President & Head, Corp & Investment Banking
Reggie E. Davis Executive Vice President & Southeast Group Executive, Wholesale Banking
Jeffrey Katz
Edward J Rodgers Executive Vice President
Michael Chepiga
Hauptfuhrer W Barnes Senior Executive Vice President
Irene Esteves CFO, Capital Management
Daniel J. Ludeman President & Chief Executive Officer, Wachovia Securities
Robert K. Steel President & Chief Executive Officer
David M. Julian Executive Vice President & Chief Auditor
Donald K. Truslow Senior Executive Vice President & Chief Risk Officer
Dr John Silvia chief economist
Ranjana B. Clark Senior Executive Vice President & Chief Marketing Officer
Thomas J. Wurtz Senior Executive Vice President & Chief Financial Officer
Donald A. McMullen Senior Executive Vice President
Gerald A. Enos Jr. Senior Executive Vice President & Head of Operations and Technology
Jean E. Davis Senior Executive Vice President
Mark C. Treanor Senior Executive Vice President & General Counsel
Shannon W. McFayden Senior Executive Vice President & Head of Human Resources and Corporate Relations
Stanhope A. Kelly President, Wealth Management & Senior Executive Vice President
Lisa Kowitt Senior Vice President, Advertising & Media
Maria Warnken Senior Vice President, Corporate & Investment Banking Recruitment
Michael Daley Senior Vice President, Solutions
Patricia Austin Senior Vice President & Assistant General Counsel
Malcolm Chisholm Vice President
Neveen Hossam Vice President, Marketing
Peter B. Rochester Vice President
Ronald J. Noble Vice President and Director
Benjamin F. Williams Managing Director & Head of Global Capital Markets and Investment Banking
John White Managing Director & Head, Media & Communications Group
Penelope A. Vance Reg Managing Director, Corp & Institutional Trust Division
R Thomas Mayes Regional Managing Director
Anthony Sciacca Director, Marketing
Antoinette Cooper Director, Reg Atlantic, Wealth Management Division
Bruce Alter Director & Manager, Branch Marketing
Christopher Floyd Director, Sales
Debbie Covington Marketing Director
Eusebio Rivera Director, Small, Business & Private Advisory
Georgette G. Dixon Director, Marketing
Gwynne Whitley Director, Corp Customer Service
Jane Henderson Director, Community Development
Jeffrey C. Hartman Director, Wealth Management, Mid, Atlantic Region
Jill Olmstead Director, Leadership Practices
Karen Curtin Director, Network Management
Kirt Hibbitts Director, Marketing Communications
Lewis Cyr Senior Vice President & Director, Commercial Banking, NE PA
Lillian E. Haskins Creative Director, Advertising
Norman Buchbinder Director & Prod Manager, Structured Trade Finance & Risk Mitigation Group
Sherry C. Pailet Director, Wealth Management, PA & DE

Organization Position Status
Wells University Chief People Officer Current
Wells Real Estate Funds Chief People Officer Current
Peachtree Corners Baptist Church Soloist Current
Equifax Inc. Current
Wachovia Corporation Current
Piedmont Office Realty Trust, Inc. Chief People Officer Former
Wells Real Estate Funds Keeper Former
Piedmont Office Realty Trust, Inc. Keeper Former
Norcross First Baptist Church Director Former
Brenau University major in human resources Former
The University of Georgia Former
Duke University Former
Mercer University Former

Organization Position Status
Metropolitan West Securities LLC Managing Director, Global Distr, Client Service & Prod Development Current
Wachovia Global Securities Lending Managing Director, Global Distribution Current
Wachovia Corporation Current
Irving Trust Company Marketing Manager Former
Irving Trust Company Business Analyst Former
JPMorgan Chase & Co. Former

Kimberly Allen oversees the Foundation's grantmaking processes. She was instrumental in the founding of the Wachovia Regional Foundation in 1997 and has been serving as a Program Officer since its inception. Kim began her career at Wachovia in 1987 in commercial banking and corporate cash management marketing. She joined the Community Development Division in 1993 and has held various positions as a community development funder, including Program Officer for Community Development Contributions Department and Investment Manager for the bank's Regional Community Development Corporation.

Organization Position Status
Wachovia Securities, LLC Wachovia Vice President and Wachovia Regional Foundation Program Officer Current
Wachovia Corporation Wachovia Vice President and Wachovia Regional Foundation Program Officer Current
Wachovia Corporation Investment Manager Former
Wachovia Securities, LLC Investment Manager Former
Wachovia Corporation Program Officer Former

Organization Position Status
Home Loan Experts Senior Vice President and Wachovia Regional Foundation Evaluation Officer Current
Wachovia Corporation Wachovia Senior Vice President and Wachovia Regional Foundation Evaluation Officer Current
Wachovia Corporate and Institutional Trust Senior Vice President and Wachovia Regional Foundation Evaluation Officer Current
Wachovia Securities, LLC Wachovia Vice President and Wachovia Regional Foundation Evaluation Officer Current
Wachovia Corporation State Coordinator Former
Chemical Banking Corporation Former
Rutgers College Ba With Highest Honors In Economics Former

Organization Position Status
Wachovia Corporation Senior Vice President Current
Wachovia Securities, LLC Wachovia Senior Vice President and Executive Director Current
Wachovia Corporation Executive Director Current
Philadelphia Corporation Board of Directors Current
National Black MBA Association Board of Directors Current
University of Pennsylvania President Former
University of Pennsylvania Chief of Staff Former
Wachovia Corporation Manager of Government Underwriting and Portfolio Management Former
Chemical Banking Corporation Former
University of Chicago Mba In Finance and Marketing Former
Wellesley College Ba In Mathematics and Psychology Former

Rebecca Martinez is an Executive Assistant for the Wachovia Regional Foundation. Rebecca joined the Foundation in 2005, bringing with her extensive community relations experience. She joined Wachovia in 1992, and has worked in the Human Resources and Community Development groups. Prior to this Rebecca had over five years experience in supporting management for Human Resources in the areas of Recruitment, HR Consultants and Programs & Technology. Rebecca is a member of the Human Resources Community Relations Diversity Council for Wachovia. She pursued an AS in Computer Program from Emory College in Bayamon, Puerto Rico.

Organization Position Status
Wachovia Corporation Executive Assistant Current
Wachovia Securities, LLC Executive Assistant Current

Organization Position Status
Wachovia Corporation Senior Executive Vice President & Head, Corp & Investment Banking Current
Wachovia Securities, LLC Head of Capital Management Group Current
Children's Scholarship Fund Board Member Current
Wachovia Corporation Head, Corporate and Investment Banking Former
First Union Corporation Former
Columbia University M.B.A Former
Colby College B.A. In Administrative Science Former

Organization Position Status
Wachovia Corporation Executive Vice President & Southeast Group Executive, Wholesale Banking Current
Wachovia Securities, LLC Board of Directors Current
American Cancer Society, Inc. Board of Directors Current
Wachovia Corporation CEO, Atlantic Region Former
Wachovia Corporation Easternbanking Group Executive Former
Wachovia Corporation Board of Directors Former
Morehouse College B.A. In Insurance and Actuarial Science Former

Organization Position Status
Smilecare, LLC Vice President of Legal Affairs Current
Cdlf Vice President, Finance & Lending Current
Cdlf Director of Finance & Lending Current
Heller Financial, Inc. Current
Wachovia Corporation Current
The Lending Co., Inc. Current
Frost National Bank Current
PacifiCare Health Systems, LLC Director of Regulatory Affairs and Advocacy Former
Western Dental Services Inc. General Counsel Former
Hastings College of the Law J.D Former
Yeshiva University B.A. Former
University of California, Los Angeles Bachelor of Arts Former
Hastings College Former

Organization Position Status
Wachovia Corporation Executive Vice President Current
Merion Investment Partners Partner Current
Catholic Health East audit committee member Current
Mercy Health System Director Current
Catholic Health East Board of Directors Current
Co-Defense Executive Vice President Former
Wachovia Corporation Managing Director Former
Co-Defense Managing Director Former
Merion Investment Partners Principal, Merion Investment Partners Former
Wharton School, University of Pennsylvania Student Advisor Former
First Union Corporation Former
Wachovia Bank Former
LaSalle College Bachelor of Arts Degree Former

Michael Chepiga is a litigation partner at Simpson Thacher & Bartlett LLP. He represents clients in securities litigation, class actions, derivative actions, and corporate control litigation. Representative cases include securities litigation concerning AIG, HealthSouth, Hollinger, Celera Genomics, Express Scripts, Winstar Communications, Cendant, Royal Ahold, Dynegy, St Paul-Travelers, American Electric Power, and KeySpan. Litigations arising from corporate acquisitions or transactions include SunGard Data Systems, Instinent Group, Telecorp/ATT Wireless, Wachovia, Seagate Technologies, American Home Products/Warner Lambert/Pfizer, Chrysler/Kerkorian, KKR/RJR Nabisco, Paramount v Time Warner, Paramount v QVC and numerous others. Mr Chepiga served as President of the Legal Aid Society of New York from 1996 to 1998, as a director from 1988 to 1998, and a member of the executive committee from 1992 to 1998. He is a director of VOLS (Volunteers of Legal Services, Inc), and a fellow of the American Bar Foundation. He is a frequent lecturer on continuing legal education panels and is the author of "Getting and Spending," a play produced at the Helen Hayes Theatre on Broadway in October 1998. Mr Chepiga joined Simpson Thacher in 1981 and became a partner in 1986. He received a BA cum laude from Fordham University in 1970, a PhD in English from New York University in 1976 and a JD from Yale University in 1979. He was a law clerk to the Honourable Milton Pollack (SDNY) from 1979 to 1980 and to the Honourable Amalya Kearse (Second Circuit) from 1980 to 1981.

Organization Position Status
Simpson Thacher & Bartlett Llp Litigation Partner Current
Expert Guides Litigation Partner at Simpson Thacher & Bartlett Llp Current
Avis Budget Group, Inc. Current
Express Scripts, Inc. Current
Winstar Communications Current
Key Span Current
American Electric Power Company, Inc. Current
Wachovia Corporation Current
Getting Incorporated Current
Legal Services Corporation Director Current
Vols Director Current
American Bar Foundation Fellow Current
SunGard litigation partner Former
HealthSouth Corporation Representative Former
New York University PhD In English Former
Yale University Jd Former
Fordham University Ba Cum Laude Former

Mr. Hauptfuhrer has been a director of Wolverine since May 1998. Mr. Hauptfuhrer retired May 1, 2004 from his position as Co-Head of the Corporate & Investment Banking Division of Wachovia Corporation (formerly, First Union Corporation ("First Union")), a financial services corporation, since September 2001 and has served as Senior Executive Vice President of Wachovia Corporation since February 2002. Mr. Hauptfuhrer previously served as Co-Head of the Corporate & Investment Banking Division of First Union from January 2000 to September 2001, Co-Head of Investment Banking for First Union from January 1999 to December 1999, and a Managing Partner of First Union Capital Partners, a private equity investment group within First Union from April 1988 to December 1998.

Organization Position Status
Wachovia Corporation Senior Executive Vice President Current
Wolverine Tube Inc. Director Current
First Union Corporation Co-Head Former

Organization Position Status
Wachovia Corporation CFO, Capital Management Current
Regions Insurance Group, Inc. Chief Financial Officer and Senior Executive Vice President Current
Regions Financial Corporation Chief Financial Officer & Senior Executive Vice President Current
R&M Properties Chief Financial Officer and Senior Executive Vice President, Finance Group Current
The Timberland Company Lead Director Current
The Timberland Company Board of Directors Current
The Timberland Company Chair Current
JohnsonDiversey, Inc. Director Current
University of Michigan Bachelor of Business Administration Degree Former

Organization Position Status
Wachovia Securities, LLC President & Chief Executive Officer Current
Wachovia Corporation President & Chief Executive Officer, Wachovia Securities Current

In current position since: July 2008 Previous Positions: Under Secretary, Domestic Finance, U.S. Department of the Treasury (2006 - 2008) Senior Fellow, John F. Kennedy School of Government, Harvard University (2004 - 2006) Goldman Sachs Group, Inc. (1976 - 2004) Advisory Director and Non-Executive Chairman, Securities Vice Chairman; Co-Head, Equities Division and Fixed Income, Currency and Commodities Division Managing Director and Head, Equities Division, Goldman Sachs Equities Europe Co-Chief Operating Officer, Equities Division Head, Equities Division, New York Partner Managing Director and Co-Head, Equity Sales and Trading Individual and Institutional Sales Person Office Location: Charlotte, North Carolina Education: Bachelor's in history and political science, Duke University Master's in business administration, University of Chicago Professional and Community Affiliations: Chair of the board of trustees, Duke University Former board member, Barclays Bank PLC Former board member, Barclays PLC

Organization Position Status
Wachovia Corporation President & Chief Executive Officer Current
U.S. Department of the Treasury Secretary, Domestic Finance Current
Wells Fargo & Company Board of Directors Current
Goldman, Sachs & Co. Vice Chairman Former
University of Chicago MBA Former
Duke University Undergraduate Degree Former

Organization Position Status
Wachovia Corporation Executive Vice President & Chief Auditor Current
Crisis Assistance Ministry Board of Directors Current
Wachovia Corporation Chief Operating Officer for Finance Former
Wachovia Corporation Director, Corporate Accounting and Reporting Former
Wachovia Corporation Corporate Controller Former
Northeastern University B.S. Former
Crisis Assistance Ministry Board Vice President Current

Organization Position Status
Wachovia Corporation Senior Executive Vice President & Chief Risk Officer Current
Federal Reserve Bank of Richmond Board of Directors Current
Wachovia Corporation Loan Administration Manager, International Group Former
Wachovia Corporation Treasurer & Manager of the Middle Market Corporate Banking Group Former
Wachovia Corporation Comptroller Former

Organization Position Status
Prudential Prime Properties, Inc. President Current
Charlotte Economics Club, Inc. President Current
Wachovia Corporation chief economist Current
Prudential Prime Properties, Inc. Broker, Owner Current
Global Interdependence Center Board of Directors Current
Scudder Kemper Investments Managing Director Former
Eastern Decor Inc. Senior National Sales Trainer Former
Federal Reserve Bank of Cleveland Former
Federal Reserve Bank of Chicago Former
Federal Reserve Bank of Philadelphia Former
State of North Carolina Former
Northeastern University Ph.D. Degree In Economics Former
Brown University Master's Degree In Economics Former
Northeastern University Bachelor of Arts Former
Rhode Island College Degree In History and Secondary Education Former

Organization Position Status
Wachovia Corporation Senior Executive Vice President & Chief Marketing Officer Current
The University of North Carolina Board of Trustees Current
Association of National Advertisers, Inc. Board of Directors Current
Wachovia Corporation Senior Vice President & Head of Strategic Planning Former
Wachovia Corporation Manager, Strategic Development, Capital Markets Former
Wachovia Corporation Product Manager, Capital Markets Division Former
Wachovia Corporation Head of Treasury Services Former
Wachovia Corporation Head of Treasury Product Solutions Group Former
Delhi University B.A., Economics Former

Organization Position Status
Wachovia Corporation Senior Executive Vice President & Chief Financial Officer Current
California Federal Bank Vice President of Asset Liability Management Former
Wachovia Corporation Director of Forecasting Former
U.S. Office Manager Former
Wachovia Corporation Head of Treasury and Planning Former
Wachovia Corporation Treasurer Former

Organization Position Status
Wachovia Corporation Senior Executive Vice President Current

Organization Position Status
Wachovia Corporation Senior Executive Vice President & Head of Operations and Technology Current
Guilford College Member Current
Wachovia Corporation Head of Operations Division Former
Wachovia Corporation Head of Operations Division Former

Organization Position Status
Wachovia Corporation Senior Executive Vice President Current

Organization Position Status
Wachovia Corporation Senior Executive Vice President & General Counsel Current
Marine Corps Officer Former
Wachovia Corporation General Counsel and Head of the Legal Division Former
United States Naval Academy B.S. in Naval Science, foreign affairs Former

Organization Position Status
Wachovia Corporation Senior Executive Vice President & Head of Human Resources and Corporate Relations Current
North Carolina Conference for Women Co-Founder Former
North Carolina Conference for Women Senior Executive Vice President, Head of Human Resources and Corporate Relations Current
Charlotte Country Day School Board Member Current
United Negro College Fund Board Member Current
North Carolina Conference for Women Board of Directors Current
Community School of The Arts Board Member Current
Kindermourn, Inc Board Member Current
Wachovia Corporation Director of Corporate and Community Affairs Former
Wachovia Corporation Training and Development Recruiting Manager, Florida Bank Former
Child Care Resources, Inc. Board Chair Former
Davidson College B.A. In Psychology Former

Organization Position Status
Wachovia Corporation President, Wealth Management & Senior Executive Vice President Current
Wake Forest University Member, Board of Visitors Current
The Financial Services Roundtable Board of Directors Current
The Financial Services Roundtable Member Current
Wachovia Corporation Senior Vice President, Legacy Wachovia Former
Wachovia Corporation Forsyth County Executive, Winston, Salem Former
North Carolina State University B.A. In Business Former

Organization Position Status
Wachovia Corporation Senior Vice President, Advertising & Media Current
Wachovia Corporation Senior Vice President, Media & Agency Management Former

Organization Position Status
Wachovia Corporation Senior Vice President, Corporate & Investment Banking Recruitment Current

Organization Position Status
Wachovia Corporation Senior Vice President, Solutions Current

Organization Position Status
Wachovia Corporation Senior Vice President & Assistant General Counsel Current

Malcolm Chisholm is a leader in the fields of master data and reference data management, as well as the implementation of business rules. His two books, Managing Reference Data in Enterprise Databases and How to Build a Business Rules Engine have been invaluable guides for many professionals working to better utilize the information assets of their enterprises. Malcolm runs two web sites www.refdataportal.com and www.bizrulesengine.com and undertakes numerous consulting assignments as well as speaking engagements. In addition, he is a frequent contributor of written articles to industry publications. Elizabeth Davis is a founding member and Unit Leader of the four-person Information Quality Group ("IQ Group") within the International Finance Corporation (IFC). IFC is a multilateral finance institution of 2,700 global staff with a mission to "promote sustainable private sector in developing countries." Chris Deger is a demonstrated leader who enjoys problem solving through working with all levels of an organization. As a Vice President at Wachovia he has been responsible for establishing & leading the Risk Data Governance Program and the Process & Governance Group for Corporate & Investment Banking Technology. In this capacity he has developed (organizationally & functionally) and staffed both organizations from the ground up. These groups develop and implement processes directed at ensuring compliance with all internal and external governance initiatives (i.e. BASEL II, SOX, corporate policy & standards).

Organization Position Status
Wachovia Corporation Vice President Current
Debtech International, LLC Leader In the Fields Current
The Iq Group, Inc. Current
International Finance Corporation Current

Organization Position Status
Wachovia Corporation Vice President, Marketing Current

Organization Position Status
First Nation Bank and Trust Company Senior Vice President and Regional Commercial Lending Manager Current
Wachovia Corporation Vice President Current
Melbourne-Palm Bay Area Chamber of Commerce Board Member Current
Brevard Zoo Board Member Current
First Nation Bank and Trust Company Board of Directors Current
Brevard Zoo President Former
Melbourne-Palm Bay Area Chamber of Commerce President Former
JA Worldwide Past President Former
University of Memphis Masters Degree In Business Administration Former
The University of Tennessee Bachelor of Arts Degree In Chemistry Former

Background: Mr. Noble joined Wachovia in 1997 and currently serves as a Vice President and Director of Portfolio Management. He is responsible for providing investment management solutions, including fixed income, equity, and alternative strategies for clients of Calibre. Experience: Mr. Noble has more than 10 years of experience in the investment management industry. Prior to his association with Calibre, he served as Director and Lead Portfolio Manager with Evergreen Private Asset Management in Baltimore. In that capacity, he provided investment management solutions to approximately 40 high net worth individuals and non-profit organizations. Previously, Mr. Noble served as Chief Executive Officer for Seekers, Inc., a financial consulting firm, and was the Managing Partner and co-founder of The Traders Group Ltd., a private investment partnership, where he developed investment models for the equity, fixed income and futures markets. Education: After graduating from Gilman School in Baltimore, Mr. Noble attended Loyola College where he obtained a Bachelor of Arts degree in Political Science while he clerked at the State's Attorney's Office for Baltimore City. Next, he obtained a Masters of Science degree in Finance from the University of Baltimore and in 2001 he completed the Chartered Financial Analyst (CFA) program sponsored by the CFA Institute. The CFA program is a globally recognized standard for measuring the competence and integrity of investment managers.

Organization Position Status
Wachovia Corporation Vice President and Director Current
The Calibre Director, Portfolio Management Current
The Trader's Group, Inc Managing Partner and Co-Founder Former
University of Baltimore Masters of Science Degree In Finance Former

Organization Position Status
Wachovia Corporation Managing Director & Head of Global Capital Markets and Investment Banking Current
Wachovia Corporation Head of Fixed Income Division Former
Wachovia Corporation Head of Real Estate-Financial Services Group Former
Massachusetts Institute of Technology M.S. Former
Davidson College B.A., Economics Former

Organization Position Status
Wachovia Corporation Managing Director & Head, Media & Communications Group Current

Organization Position Status
Wachovia Corporation Reg Managing Director, Corp & Institutional Trust Division Current

Background: Mr. Mayes joined Wachovia in 1992 and currently serves as Regional Managing Director for Calibre's Palm Beach office. He has 18 years of experience in the financial services industry, with 14 years at Wachovia, focusing on the wealth management and private banking needs of high net worth clients. Experience: As Managing Director of Wachovia Wealth Management's Palm Beach office beginning in 2001, Mr. Mayes led Wachovia's largest wealth management team, maintaining one of the top client satisfaction and loyalty records in the company. He has extensive experience advising wealthy families, business owners and executives in complex wealth management and planning issues. Mr. Mayes began his career in the commercial banking division of RBC Centura Bank, further expanding his experience at BB&T before joining Wachovia's Private Bank in Atlanta in 1992. He later served as senior vice president and regional manager for Wachovia Private Financial Advisors in Raleigh, NC and Virginia before moving to Palm Beach in 2000. Affiliations: Mr. Mayes is Chairman of the Board of the Palm Beach County Cultural Council. He is also a Board Member and serves on the executive committee of The Arc of Palm Beach and is a Board Member of The Honda Classic benefiting The Nicklaus Children's Hospital. He serves on the Board of Advisors of The Gathering Palm Beach, is a founding Board member of Charities for Children, and serves on the Place of Hope Planned Giving Council. In support of his passion for the arts and education, Mr. Mayes serves on the capital campaign committee for the Center for Creative Education. Education: Mr. Mayes hold a Bachelor of Science degree from Wake Forest University's Callaway School of Business and Accountancy, with a concentration in Finance. Additionally, he completed graduate studies in European Economic Integration and International Strategic Marketing at the London School of Economics. Mr. Mayes holds the licensed designation of Certified Financial PlannerTM professional, having completed his training at the College for Financial Planning in Denver. He is a member of the Financial Planning Association.

Organization Position Status
Wachovia Corporation Regional Managing Director Current
The Calibre Regional Managing Director Current
Financial Planning Association Member Current
Palm Beach County Cultural Council Board of Directors Current
BB&T Corporation Former
The London School of Economics Graduate, European Economic Integration and International Strategic Marketing Former
Wake Forest University Bachelor of Science Degree Former

Organization Position Status
Wachovia Corporation Director, Marketing Current

Organization Position Status
Wachovia Corporation Director, Reg Atlantic, Wealth Management Division Current
Wachovia Corporation Director, Reg Atlantic, Wealth Management Division Former

Organization Position Status
Wachovia Corporation Director & Manager, Branch Marketing Current

Organization Position Status
Wachovia Corporation Director, Sales Current

Organization Position Status
Wachovia Corporation Marketing Director Current

Organization Position Status
Wachovia Corporation Director, Small, Business & Private Advisory Current
Wachovia Corporation Director, Small, Business & Private Advisory Former

Organization Position Status
Wachovia Corporation Director, Marketing Current

Organization Position Status
Wachovia Corporation Director, Corp Customer Service Current
Wachovia Corporation Director, Corp Customer Service Former

Organization Position Status
Wachovia Corporation Director, Community Development Current
Wachovia Corporation Director, Community Development Former

Organization Position Status
Wachovia Corporation Director, Wealth Management, Mid, Atlantic Region Current
Wachovia Corporation Director, Wealth Management, Mid, Atlantic Region Former

Organization Position Status
Wachovia Corporation Director, Leadership Practices Current
Wachovia Corporation Director, Leadership Practices Former

Organization Position Status
Wachovia Corporation Director, Network Management Current
Wachovia Corporation Director, Network Management Former

Organization Position Status
Wachovia Corporation Director, Marketing Communications Current

Organization Position Status
Wachovia Corporation Senior Vice President & Director, Commercial Banking, NE PA Current

Organization Position Status
Wachovia Corporation Creative Director, Advertising Current

Organization Position Status
Wachovia Corporation Director & Prod Manager, Structured Trade Finance & Risk Mitigation Group Current

Organization Position Status
Wachovia Corporation Director, Wealth Management, PA & DE Current
Wachovia Corporation Director, Wealth Management, PA & DE Former
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