Decision Makers
Board of Directors
| Organization |
Position |
Status |
| Wachovia Securities, LLC |
Chief Investment Officer & Director of Advisory Services |
Current |
| Banc of America Securities LLC |
Managing Director & Chief Investment Strategist |
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 |
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 |
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 |
Jane is an investment management consultant with Wachovia Securities, LLC and facilitator of charitable stock donations for UAF, The Global Fund for Women, and the Women Donors Network. She is a longtime UAF advisor on financial matters, and one of the founding members of the USAC.
| Organization |
Position |
Status |
| Wachovia Securities, LLC |
Investment Management Consultant |
Current |
| Urgent Action Fund |
Board of Directors |
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 |
| 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 |
| 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 |