Decision Makers
| Name (plus bio) |
Position |
| 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 |
| Irene Esteves |
CFO, Capital Management |
| 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 |
| Edward J Rodgers |
Executive Vice President |
| Gerald A. Enos Jr. |
Senior Executive Vice President & Head of Operations and Technology |
| Hauptfuhrer W Barnes |
Senior Executive Vice President |
| Jean E. Davis |
Senior Executive Vice President |
| Mark C. Treanor |
Senior Executive Vice President & General Counsel |
| Reggie E. Davis |
Executive Vice President & Southeast Group Executive, Wholesale Banking |
| Shannon W. McFayden |
Senior Executive Vice President & Head of Human Resources and Corporate Relations |
| Stanhope A. Kelly |
President, Wealth Management & Senior Executive Vice President |
| Stephen E. Cummings |
Senior Executive Vice President & Head, Corp & Investment Banking |
| Denise McGregor Armbrister |
Senior Vice President |
| Lisa Kowitt |
Senior Vice President, Advertising & Media |
| Lois Greco |
Wachovia Senior Vice President and Wachovia Regional Foundation Evaluation Officer |
| Maria Warnken |
Senior Vice President, Corporate & Investment Banking Recruitment |
| Michael Daley |
Senior Vice President, Solutions |
| Patricia Austin |
Senior Vice President & Assistant General Counsel |
| Kimberly Allen |
Wachovia Vice President and Wachovia Regional Foundation Program Officer |
| 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 |
| Steve Altemeier |
Director, Product |
| Valerie S. Peters |
Director, Client Services |
| Eric Davis |
Relationship Manager |
| Heather Snavely |
Manager, Office of External Search |
| Jeffrey M. Baevsky |
Senior Vice President & Senior Manager, Relations |
| John P. McCabe |
General Manager |
| Mark Melchione |
Manager, Market, Real Estate Finance Services |
| Mike Hellmuth |
Manager, Relations |
| Mike Taylor |
Marketing Manager |
| Adam York |
Economic Analyst |
| Brian McManus |
Head, Collateralized Debt Obligation Research |
| Carol A. Eckstein |
Associate |
| Christopher Pannacciulli |
Senior Vice President |
| Frank Schmidt |
Co-Head-Merger Integration |
| Gina Martin |
Financial Economist, Cfa |
| Glenn Eubanks |
Head, Real Estate Finance Services |
| J.M. Cunniff Jr. |
Business Development Officer, Structured Finance Trust Services Group |
| Jennifer A. Drahos |
Analyst |
| Mailee Walker |
Communication/Program Officer, Wachovia Regional Foundation |
| Mark Smith |
Executive, Commercial Banking |
| Mark Vitner |
Economist |
| Phil Haynes |
Recruiter |
| Rebecca Martinez |
Executive Assistant |
| Sam Bullard |
Economist |
| 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 |
| 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 |
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 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 |
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 |
| 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 |
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 |
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 |
Executive Vice President & Southeast Group Executive, Wholesale Banking |
Current |
| American Cancer Society, Inc. |
Board of Directors |
Current |
| Wachovia Securities, LLC |
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 |
| Wachovia Corporation |
Senior Executive Vice President & Head of Human Resources and Corporate Relations |
Current |
| North Carolina Conference for Women |
Senior Executive Vice President, Head of Human Resources and Corporate Relations |
Current |
| Child Care Resources, Inc. |
Board Chair |
Current |
| North Carolina Conference for Women |
Board of Directors |
Current |
| Community School of The Arts |
Board Member |
Current |
| Charlotte Country Day School |
Board Member |
Current |
| Kindermourn, Inc |
Board Member |
Current |
| United Negro College Fund |
Board Member |
Current |
| Wachovia Corporation |
Director of Corporate and Community Affairs |
Former |
| Wachovia Corporation |
Training and Development Recruiting Manager, Florida Bank |
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 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 |
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 |
| Organization |
Position |
Status |
| Wachovia Corporation |
Senior Vice President, Advertising & Media |
Current |
| Wachovia Corporation |
Senior Vice President, Media & Agency Management |
Former |
Since taking this position in 2001, Lois Greco has managed the Foundation's portfolio of performance-based grants with an approximate award value of $40 million. Lois joined Wachovia in 1994 and has served in various training and management roles in the commercial bank. Prior to joining Wachovia, she served as Goodwill Industry of Eastern North Carolina's first Director of Development. She began her career in banking in 1988 at Chemical Bank (Chase) in New York in the bank's specialized commercial banking group, the Not-For-Profit Group. Lois serves as the State Coordinator of Wachovia's Reading First program for the Pennsylvania and Delaware regions, and also serves as the local Reading First coordinator in two elementary schools. She has served as Chair of her church's financial development team for its recently completed new facility project, and is active in her community's local school association. Lois earned a BA with Highest Honors in economics from Rutgers College, and is a 2005 fellow of Leadership NJ.
| Organization |
Position |
Status |
| Wachovia Corporation |
Wachovia 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, 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 |
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 |
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 |
Peter B. Rochester is a Vice President and Business Banker in Wachovia's Brevard County region. He joined Wachovia in 2002 with nineteen years of commercial banking experience in Brevard County. Mr. Rochester received his Bachelor of Arts degree in Chemistry from The University of Tennessee and his Masters degree in Business Administration from The University of Memphis. He is a graduate of the Florida Banking Association School of Commercial Lending at The University of South Florida. His community involvement includes the Brevard Zoological Society as past President and current Board Member; Junior Achievement as Secretary and Board Member; Tropical Elementary School's Advisory Council; and is a member of the Economic Development Commission.
| Organization |
Position |
Status |
| Wachovia Corporation |
Vice President |
Current |
| Melbourne-Palm Bay Area Chamber of Commerce |
Board Member |
Current |
| Brevard Zoo |
Board Member |
Current |
| JA Worldwide |
Past President |
Former |
| Brevard Zoo |
President |
Former |
| Melbourne-Palm Bay Area Chamber of Commerce |
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 |
| Organization |
Position |
Status |
| Wachovia Corporation |
Director, Product |
Current |
Background: Ms. Peters joined Wachovia in 1988 and presently serves as Director, Client Services responsible for the coordination and delivery of administration and client support services to family office clients of the Philadelphia office. In addition, Mrs. Peters is responsible for managing and overseeing all aspects of administrative and marketing processes for the Investment Consulting Group.
| Organization |
Position |
Status |
| Wachovia Corporation |
Director, Client Services |
Current |
| Investment Consulting Group, Inc |
Administrative |
Current |
Eric is the Real Estate Services Team Leader for the Wachovia's Corporate Real Estate (CRE) Division. His responsibility includes applying innovative business solutions in the delivery of Technology, Process, and Operations Services throughout the 330 person division. Eric also serves as the CRE Relationship Manager supporting Wachovia's General Bank. In these roles, Eric champions the use of sustainable design in Wachovia's branch network. Previously, Eric served as a Managing Principal for Law Engineering throughout North and South Carolina, and as a Combat Engineer Officer in the US Army Corps of Engineers. He is a graduate of the United States Military Academy, West Point, New York, and is a Registered Professional Engineer in North Carolina, South Carolina, and Virginia.
| Organization |
Position |
Status |
| General Bank |
Relationship Manager |
Current |
| Wachovia Corporation |
Relationship Manager |
Current |
| Wachovia Corporation |
Team Leader |
Former |
| Organization |
Position |
Status |
| Wachovia Corporation |
Manager, Office of External Search |
Current |
| Organization |
Position |
Status |
| Wachovia Corporation |
Senior Vice President & Senior Manager, Relations |
Current |
| Organization |
Position |
Status |
| Wachovia Corporation |
General Manager |
Current |
| Wachovia Corporation |
General Meg |
Former |
| Organization |
Position |
Status |
| Wachovia Corporation |
Manager, Market, Real Estate Finance Services |
Current |
| Organization |
Position |
Status |
| Wachovia Corporation |
Manager, Relations |
Current |
| Organization |
Position |
Status |
| Wachovia Corporation |
Marketing Manager |
Current |
Adam York joined the Wachovia Economics Group in June 2006. He is responsible for forecasting business and wholesale inventories, as well as writing inventory indicator reports. He also provides key U.S. and international economic support for the group. Mr. York's work has been cited by the press including Reuters and Bloomberg news. He holds an A.B. in Economics from Davidson College.
| Organization |
Position |
Status |
| Wachovia Corporation |
Economic Analyst |
Current |
| Davidson College |
A.B. In Economics |
Former |
| Organization |
Position |
Status |
| Wachovia Corporation |
Head, Collateralized Debt Obligation Research |
Current |
Background: Ms. Eckstein joined Wachovia in 1998 and presently serves as Senior Client Service Associate. In that capacity, she is responsible for the coordination and delivery of administration and client support services to family office clients of the Palm Beach office. Experience: Ms. Eckstein has over ten years of experience in the financial services industry. Prior to joining Calibre in 2006, she served as the Senior Client Management Associate/Supervisor for the Palm Beach office of Wachovia Wealth Management. Ms. Eckstein's experience includes relationship management, credit analysis, and ensuring service and operational excellence for her clients. Education: Ms. Eckstein holds a Bachelor of Science degree in Business with a major in Accounting from the State University of New York at Buffalo. In addition, she holds the professional designation of Registered Paraplanner.
| Organization |
Position |
Status |
| Wachovia Corporation |
Associate |
Current |
| State University of New York at Buffalo |
Bachelor of Science Degree |
Former |
| Organization |
Position |
Status |
| Wachovia Corporation |
Senior Vice President |
Current |
| Organization |
Position |
Status |
| Wachovia Corporation |
Co-Head-Merger Integration |
Current |
| SouthTrust Bank |
Vice-chairman |
Current |
| SouthTrust Bank |
president |
Former |
| SouthTrust Bank |
executive vice president |
Former |
Ms. Martin joined Wachovia in 1998. Her responsibilities include providing commentary and research on financial markets and the national economy. Identification and projection of consumer trends is her primary research focus. She frequently presents her views at industry conferences, professional associations, and investment organizations. Ms. Martin also contributes to Wachovia's Weekly Economic and Financial commentary and provides economic perspective on the retail/consumer and health care sectors. Previously, she was an investment strategy analyst for Evergreen Investments. Ms. Martin has appeared as a guest on CNBC and Bloomberg television, as well as the ABC Evening News and Good Morning America. The Associated Press, The Wall Street Journal, and The Washington Post, among others, have featured her work, and she has published a special commentary in Construction Magazine. Ms. Martin holds a B.S. in Business Administration with concentrations in Finance and Marketing from the University of Florida, and she holds the Chartered Financial Analyst Designation. She is a member of the CFA Institute and the North Carolina Society of Financial Analysts, and is a 2004 graduate of Leadership America, North Carolina.
| Organization |
Position |
Status |
| Wachovia Corporation |
Financial Economist, Cfa |
Current |
| CFA Institute |
Member |
Current |
| University of Florida |
B.S. In Business Administration With Concentrations In Finance and Marketing |
Former |
| Organization |
Position |
Status |
| Wachovia Corporation |
Head, Real Estate Finance Services |
Current |
| Lubert-Adler Partners, L.P. |
|
Current |
| SouthTrust Bank |
chief executive officer |
Former |
| SouthTrust Bank |
President |
Former |
| Southtrust Corporation |
chief operating officer |
Former |
| SouthTrust Bank |
Chief Operating Officer |
Former |
| SouthTrust Bank |
Chairman |
Former |
| Organization |
Position |
Status |
| Wachovia Corporation |
Business Development Officer, Structured Finance Trust Services Group |
Current |
Background: Ms. Drahos joined Wachovia in 2002 and presently serves as an Analyst, Estate and Financial Planning, of Calibre. In this position, she is responsible for assisting the Director of Estate and Financial Planning with providing in depth planning and services for clients of Calibre's Philadelphia office. Experience: Ms. Drahos is an attorney with over eight years of experience in providing objective financial planning advice to high net worth clients. Prior to joining Calibre, she was a member of Wachovia Wealth Management's Financial Planning Group in Philadelphia, where she provided estate and financial planning services to clients in Pennsylvania, New Jersey and New York. Prior to joining Wachovia, Ms. Drahos was a staff attorney for The Ayco Company, LP in their New Jersey office and provided financial planning services to high net worth executives of Fortune 500 companies. Services she provided included estate planning, income tax planning and preparation, retirement planning and cash flow analysis, employee benefits and insurance reviews, and investment planning. Education: Ms. Drahos is licensed to practice law in Pennsylvania and is a member of the New Jersey Bar Association. She earned her Juris Doctorate degree from the University of Pittsburgh School of Law where she was an editor for two years for the University's Journal of Law and Commerce. Ms. Drahos graduated magna cum laude from Lycoming College with a Bachelor of Arts degree. She is currently enrolled in the Certified Financial PlannerTM program.
| Organization |
Position |
Status |
| Wachovia Corporation |
Analyst |
Current |
| University of Pittsburgh School of Law |
Juris Doctor |
Former |
| Lycoming College |
Bachelor of Arts Degree. |
Former |
Mailee Walker oversees the Foundation's marketing and communications, reviews grant proposals, and makes grant recommendations to the Board. Mailee joined the Foundation in 2003, bringing with her extensive nonprofit and community development experience. She has served as Executive Director of the Stanford Medical Youth Science Program and Project Coordinator for the Neighborhood Improvement Initiative, a resident-driven community development initiative in East Palo Alto, CA. She began her career in the nonprofit sector working as a Special Assistant at the Greater Indiana Community Foundation. Mailee is co-chair of the Delaware Valley Grantmakers' Community Development Funders Affinity Group, co-chair of the Women's MBA Network, and board member of the Parent Infant Center. She is the founding board member of Villarreal Scholar-Athlete Program, and is a member of the Friends of Asian American and Pacific Islanders in Philanthropy. She is a former Jane Addams Fellow and a former Coro Fellow. Mailee earned a BA in urban studies from Stanford University and an MBA in change management from the Wharton Graduate School of Business.
| Organization |
Position |
Status |
| Wachovia Corporation |
Communication/Program Officer, Wachovia Regional Foundation |
Current |
| Wharton Graduate School of the University of Pennsylvania |
Mba In Change Management |
Former |
| Stanford University |
Ba In Urban Studies |
Former |
| Organization |
Position |
Status |
| Wachovia Corporation |
Executive, Commercial Banking |
Current |
Mark Vitner joined Wachovia in 1993 and is responsible for tracking U.S. and regional economic trends. He writes Wachovia's economic newsletter, Regional Economic Review, and also contributes to their Weekly Economic & Financial Commentary. Prior to joining Wachovia, Mark was economist for Barnett Banks in Jacksonville, Florida for approximately nine years. Mark's work has been featured in The New York Times, The Wall Street Journal, BusinessWeek, USA Today and many other publications. He is also a frequent guest on CNBC, CNN, National Public Radio and the NewsHour with Jim Lehrer. He is a native of Atlanta and holds a BBA in Economics from the University of Georgia, a MBA from the University of North Florida and has completed further graduate work in economics at the University of Florida. Mark also completed the NABE Advanced Training in Economics Program at Carnegie-Mellon University. He is a member of the American Economic Association, American Real Estate and Urban Economics Association, National Association of Business Economics and Charlotte Economics Club, which he co-founded. Mark also serves as the chief economist for the North Carolina CCIM and is a member of the USA Today forecasting panel. In addition, Mark is a Distinguished Lecturer/Practitioner at the Terry College of Business at the University of Georgia and served four terms as a member of the Governor's Advisory Board of Economists for the Commonwealth of Virginia.
| Organization |
Position |
Status |
| Wachovia Corporation |
Economist |
Current |
| Association for Corporate Growth |
Member |
Current |
| River Hills Lions |
Board of Directors |
Former |
| Carnegie Mellon University |
Graduate |
Former |
| University of North Florida |
MBA |
Former |
| The University of Georgia |
BBA In Economics |
Former |
| Commonwealth of Virginia |
member |
Former |
| Organization |
Position |
Status |
| Wachovia Corporation |
Recruiter |
Current |
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 |
Sam Bullard joined First Union in 1995 as a research analyst in the Industry Research and Analytics Group. He later moved over to the Economics Group in 1998 as an economist. Sam's coverage responsibilities include U.S. macroeconomic and financial market developments as well as the financial services industry. Sam is also responsible for the Economic Group's strategic development and daily operations. Sam Bullard received his BBA in finance from the University of Georgia and his MBA from Wake Forest University.
| Organization |
Position |
Status |
| Wachovia Corporation |
Economist |
Current |
| First Union Corporation |
Research Analyst |
Former |
| Wake Forest University |
Mba |
Former |
| The University of Georgia |
Bba In Finance |
Former |
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