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.

President & Chief Executive Officer, Wachovia SecuritiesDaniel J. Ludeman
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

News & Analysis

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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

Executive News

  • The Fourth Branch of the U.S. Government: Goldman Sachs?

    Seeking Alpha - 6/25/09 - View Story

  • Financials Post Sign of Times: CEO Wanted

    The Wall Street Journal Interactive Edition - 6/25/09 - View Story

  • New rules may not tame derivitives

    CNN Money - 6/23/09 - View Story

  • Derivatives: The risk that still won't go away

    CNN Money - 6/23/09 - View Story

  • Fed _ for now _ unlikely to launch major new efforts to revive economy

    Chicago Tribune - 6/21/09 - View Story

  • Fed unlikely to try new aids for economy, for now

    San Jose Mercury News - 6/21/09 - View Story

  • Fed unlikely to try new aids for economy, for now

    Washington Post - 6/21/09 - View Story

  • Fed unlikely to launch new efforts to aid economy

    San Jose Mercury News - 6/21/09 - View Story

  • US housing starts beat forecast with 17pc jump

    South China Morning Post - 6/16/09 - View Story

  • Charlotte loses clout at Wells: As the organizational chart of the merged bank takes shape, fewer top executives will be based here.

    TradingMarkets - 6/08/09 - View Story

  • Jobless rate rises, but pace slows

    Seattle Times - 6/06/09 - View Story

  • Latest U.S., Global Factory Activity Data Raise Hopes For An Economic Revival

    Investors Business Daily - 6/03/09 - View Story

  • • Steady home sales could be positive signal

    CNN Money - 6/02/09 - View Story

  • U.S. Firms End Streak of Quarterly Losses

    The Wall Street Journal Interactive Edition - 6/01/09 - View Story

  • A Slight Upgrade in 1st-Quarter G.D.P.

    New York Times - 5/29/09 - View Story

  • Former Wachovia CEO joins NY private equity firm

    Examiner.com - 5/28/09 - View Story

  • Steady home sales could be positive signal

    CNN Money - 5/28/09 - View Story

  • Former Wachovia CEO joins NY private equity firm

    KTUU - 5/28/09 - View Story

  • Former Wachovia CEO joins NY private equity firm

    Fort Mills Times - 5/28/09 - View Story

  • Banks Push to Purchase Own Assets

    The Wall Street Journal Interactive Edition - 5/28/09 - View Story

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