A Look at Operations Management of the Adams Investment Group of Wachovia Securities in Durham, North Carolina Executive Summary Prepared by Tyler Caldwell, David Martin, Erin McGee, Michael Schoenfeld and Sophia Woo To investigate how operational management theories can be applied to analyze real world organizations, we visited the Adams Investment Group of Wachovia Securities in Durham, North Carolina. After visiting and analyzing our findings we have created a report explaining our findings. This report includes an introduction, background, and discussion of operation systems, capacity management, sales and operations planning, ABC classification, and major initiatives of the Adams Investment Group. Background Rick Adams and the Adams Investment Group are located on the 15 th floor of University Tower in Durham, NC. Since 1991, the Adams Investment Group has become one of the most reputable financial advisory groups in the state. Service Requests
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This document was uploaded on 11/04/2011 for the course BUSI 403 at UNC.