1st United Bank
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1st United Bank Employees
1st United Bank June 2007 - Present
Skills
Loans, Commercial Banking, Credit, Banking, Retail Banking, Sales, Commercial Lending
Education
Florida International University 2014 — 2015
International Business
Florida Atlantic University
Faribault Future 2006 - 2007
1st United Bank March 2005 - September 2006
Meridian Behavioral Health Network October 2002 - September 2004
Skills
Benefits Administration, Employee Benefits, Employee Relations, Human Resources, New Hire Orientations, Payroll, Training, Job Descriptions, Hiring, Exit Interviews, Payroll Taxes, Policy, 401k, Recruiting, Onboarding, Deferred Compensation, Spreadsheets, HR Policies, FMLA, Succession Planning, HRIS
Education
St. Mary's University of Minnesota 2006 — 2009
Masters of Arts, Human Resource Management
Riverland Community College 2007 — 2007
Certificate, SHRM
The College of St. Scholastica 2000 — 2002
Bachelor of Arts, Business Management & Organizational Developmental Behavior
Inver Hills Community College 1998 — 2000
General's
The Shores Treatment and Recovery April 2013 - Present
Wellington Counseling and Associates April 2011 - October 2012
1st United Bank May 2008 - May 2009
Skills
Group Therapy, Life Skills, Finance, Accounting, Finacial Management, Operations Management, Information Technology, Microsoft Technologies, Healthcare Information..., Technical Support, Text Editing, Business Systems..., Marketing Strategy, Data Analysis, Management
Education
Northwood University-Florida 2011 — 2013
Master of Business Administration (MBA), Business/Managerial Economics
South University 2010 — 2011
Bachelor's degree, Psychology
Gordon College 2004 — 2008
Bachelor's degree, Accounting
Seacoast National Bank December 2014 - Present
1st United Bank July 2013 - December 2014
Enterprise Bank of Florida June 2007 - July 2013
Alphanumeric Systems October 2006 - June 2007
Secure I.T. Partners December 2002 - October 2006
Palm Beach National Bank June 1998 - December 2002
Skills
Active Directory, Security, Windows Server, Network Security, System Administration, Firewalls, Vendor Management, Banking, Windows, Group Policy, Network Engineering, Network Design, VPN, VMware ESX, Photoshop, Flash, Retail Banking, Software Documentation, Servers, Information Security, Disaster Recovery, Information Technology, Networking
Education
Florida State University - College of Business 1995 — 1998
Information Systems Management, Computers
Apple November 2012 - Present
RC3, Inc. August 2009 - December 2012
Fiserv Lending Solutions January 2000 - November 2009
Rockleigh 1999 - 2000
FiTech, Inc. January 1994 - January 1998
1st United Bank January 1992 - January 1994
Skills
Marketing, Training, Product Development, Consulting, Mobile Applications, Programming, Tennis, Software Development, Android, iOS, Management, Team Leadership, Project Management, Sales, Process Improvement, Product Management, Account Management, New Business Development, Solution Selling, Strategic Partnerships, Strategic Planning, Sales Management, Business Development, Business Strategy, Sales Process, Strategy, Business Analysis, Team Building, CRM, Start-ups, E-commerce, Vendor Management, Cross-functional Team..., Leadership, Salesforce.com, SaaS, Enterprise Software, Customer Satisfaction, OS X, Customer Service, Mobile Devices, Retail, iPhone
Education
University of Central Florida 1990 — 1992
Methodist College 1989 — 1990
Bank of America Merrill Lynch December 2014 - Present
Align Networks January 2013 - December 2014
1st United Bank December 2010 - May 2011
The Bank of Miami August 2008 - December 2010
Skills
Banking, Branch Banking, Cash Management, Commercial Banking, Credit Analysis, Credit, Customer Service, Deposits, Loans, Operations Management, Private Banking, Retail Banking, Anti Money Laundering, Bank Secrecy Act, Financial Analysis, Credit Risk, Mortgage Lending, Portfolio Management, Finance
Education
Miami Dade College
Bachelor of Applied Science (B.A.S.), Supervision and Management
1st United Bank September 2008 - Present
Skills
Banking, Commercial Banking, Credit, Credit Analysis, Loans, Portfolio Management, Commercial Lending, Retail Banking, Credit Risk, Small Business Lending, Financial Analysis, Risk Management, Mortgage Lending, Financial Risk, Cash Management, Consumer Lending, Loan Origination, Private Banking, Treasury Management, Finance
Education
Florida International University - College of Business 2005 — 2010
Bachelor of Business Administration (B.B.A.), International Business
Valley National Bank November 2014 - Present
1st United Bank January 2012 - October 2014
1st United Bank January 2010 - December 2011
1st United Bank June 2007 - December 2009
Morgan Stanley November 2006 - May 2007
Siemens Magnet Technology May 2004 - August 2004
Skills
Portfolio Management, Finance, Loans, Credit, Investments, Real Estate, Management, Strategy, Analysis, Negotiation, Commercial Real Estate, Strategic Planning, Foreclosures, Cash Flow, Insurance
Education
Northwood University-Florida 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Gordon College 2003 — 2007
Bachelor of Arts (BA), Economics
P2 Energy Solutions August 2015 - Present
GFI Systems Inc. December 2014 - August 2015
Oil & Gas Information Systems, Inc. (OGSYS) November 2012 - December 2014
Oildex November 2010 - November 2012
Alpha Oilfield August 2008 - November 2010
Delta Rigging & Tools January 2005 - June 2007
1st United Bank May 1998 - January 2005
Skills
Business Planning, SaaS, Sales, Business Intelligence, Salesforce.com, Start-ups, Account Management, Venture Capital, Management Consulting, New Business Development
Education
University of Houston-Victoria 1999 — 2002
MBA, Business Administration
University of Hawaii at Manoa 1990 — 1994
Bachelor’s Degree, Business/Managerial Economics
Florida Crystals December 2013 - Present
Alexander Proudfoot April 2002 - December 2013
1st United Bank October 2006 - July 2007
GE Capital October 1999 - February 2002
Skills
Change Management, Organizational Design, Organizational..., Outlook, Operational Excellence, Management Consulting, Coaching, Program Management, Restructuring, Leadership Development, Salesforce.com, Office Management, Operations Management, Business Strategy, Business Process..., Strategic Planning, Executive Management, Event Planning, Business Analysis, Organizational..., Project Management, Business Transformation, Project Planning, Leadership, Project Coordination
Education
The University of Connecticut 1989 — 1993
Bachelor of Arts (BA), Political Science and Government
US Mortgage Corporation October 2014 - Present
IBC Mortgage January 2014 - October 2014
1st United Bank June 2013 - January 2014
AMC Mortgage July 2009 - October 2011
Allied Home Mortgage July 2006 - July 2009
Skills
Strategic Planning, Residential Mortgages, Refinance, Sales Management, Mortgage Lending, Loans, Credit, FHA, Mortgage Banking, Mortgage Servicing, Commercial Real Estate, Investment Properties, FHA financing, VA loans, Loan Origination, Relationship Management, Loss Mitigation, Small Business, USDA, Home Equity Loans, Foreclosures, Due Diligence, Home Equity Lines of..., Banking, HUD, Real Estate, Investments, Insurance, Selling, Mortgage Underwriting, Certified Mortgage..., Residential Homes, Referrals, Credit Cards, First Time Home Buyers, Construction Loans, Sales, Real Estate Transactions, Government Loans, Financial Services, Loan Servicing, Portfolio Management, Risk Management, Reverse Mortgages, Credit Analysis, Investors, Short Sales, REO, Branch Management, Consumer Lending
Education
Oklahoma State University 1981 — 1987
BS, Health Science/Pre Med
Executive Management Courses at University of North Carolina at Chapel Hill
Committee for Economic Development May 2014 - August 2014
Pollen-8 December 2013 - January 2014
Hospice of Palm Beach County May 2013 - August 2013
1st United Bank May 2013 - August 2013
Digital Tailwind June 2012 - August 2012
Eco Advisors, LLC and Radio Green Earth May 2011 - August 2011
Skills
Data Analysis, Microsoft Office, Microsoft Excel, Social Media, Budgets, WordPress, Facebook, Bank Reconciliation, Spreadsheets, Sequel, Google Analytics, Adobe Creative Suite, Photoshop, InDesign, Horizon, Great Plains Software, SharePoint, Access Database, Pivot Tables, V Lookups, HTML emails, Email Marketing
Education
Boston College 2011 — 2015
Communication Major & Pre-Law Program
Syracuse University College of Law
Doctor of Law (J.D.)
Garden of Life April 2015 - Present
Garden of Life August 2013 - Present
Old Southern Funding, LLC November 2010 - Present
1st United Bank August 2008 - August 2013
Skills
Financial Reporting, Regulatory Submissions, Regulatory Analysis, Microsoft Office, Horizon, Business Analysis, Report Writing, Client Relations Skills, Business Communications, Accounting, Account Management, Supervising, Management, Leadership, Mergers & Acquisitions, General Ledger, Microsoft Excel, Marketing
Education
Palm Beach Atlantic University 2006 — 2010
Bachelor of Science (B.S.), Accounting
Lake Worth Christian High School 2003 — 2006
MB31 Gifts April 2012 - Present
MeadWestvaco December 2009 - April 2010
Wachovia Securities, LLC September 2007 - April 2009
Wachovia Bank June 2001 - December 2002
Wachovia Bank May 1998 - October 2000
Xyan Incorporated April 1997 - May 1998
1st United Bank 1996 - March 1997
The American Bank of the South September 1986 - January 1996
Skills
Human Resources, Recruiting, Leadership, Administrative..., Management, Time Management, Project Management, Customer Service, Program Management, Budgets, Analysis, Project Planning, Payroll, Employee Relations, Team Building
Education
University of Central Florida - College of Business Administration 1990 — 1994
Bachelor of Science in Business Administration, Human Resources
Sigma Underwriting Managers August 2014 - Present
Brown & Brown July 2012 - August 2014
Brown & Brown July 2011 - June 2012
Fairwinds Credit Union February 2008 - June 2011
Rollins College September 2009 - April 2010
1st United Bank May 2007 - January 2008
Education
Rollins College - Crummer Graduate School of Business 2009 — 2011
MBA
University of Central Florida - College of Business Administration 2005 — 2009
BS in Finance
Smith Accounting & IT Solutions, LLC April 2015 - Present
Capital One 2013 - 2014
1st United Bank March 2011 - March 2013
Bank Atlantic October 2006 - March 2011
Allcare Medical February 2002 - October 2006
Skills
Exceptional customer..., Excellent communication..., Organized Multi-tasker, Strong work ethic, Managerial Skills, Finance, Corporate Fraud..., Banking Operations, Banking, Microsoft Office, LexisNexis, PC, Mac OS, TSYS, Chordiant, SeeDocs, Jack Henry, Risk Management, CRM, Analysis, Customer Service, Management
Education
Annual AML (Anti money laundering) Training 2006 — 2014
Annual Bank Compliance and BSA Training 2006 — 2014
Middlesex County College 1996 — 1997
Perth Amboy High School 1991 — 1995
H.S., High School Diploma
1st United Bank June 2005 - Present
Education
Florida International University
Master, International Real Estate
University of Miami
Finance and Marketing
Deerpath Capital Management, LP December 2014 - Present
Spearhead Capital, LLC April 2014 - May 2014
1st United Bank March 2011 - July 2013
CranRidge Capital January 2013 - May 2013
EFA Partners LLC August 2010 - April 2011
Aqua Marine Partners, LLC December 2010 - December 2010
Crestmark Bank August 2009 - September 2009
Comvest Partners September 2007 - January 2009
Praesidian Capital Investors LLC January 2006 - August 2007
Fifth Street Capital LLC December 2004 - December 2005
Skills
Due Diligence, Investment Banking, Valuation, Private Equity, Financial Modeling, Portfolio Management, Credit, LBO, Financial Analysis, Fixed Income, DCF, Equities, Mezzanine, Leveraged Finance, Investments, Credit Analysis, Corporate Finance, Venture Capital, IPO, Business Valuation, Capital Markets, Capital Structure, Equity Valuation, Structured Finance, Capital, Corporate Development, Deal Structuring, Industry Analysis, Deal Sourcing, Deal Execution, Debt, Structuring, Restructuring, Divestitures, Recapitalizations, Private Placements, Buyouts, Joint Ventures, IRR, Sell Side, NPV, Fairness Opinions, Growth Capital, Equity Capital Markets, Asset Management, Sensitivity Analysis, Buy-side, Hedge Funds, Financial Structuring, Negotiation
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MBA / MSF, Management / Finance
Boston College 2002 — 2004
MBA / MSF, Management / Finance
Washington University in St. Louis - Olin Business School 1994 — 1998
BSBA, Finance, Economics, International Business
Washington University in St. Louis 1994 — 1998
BSBA, Finance, Economics, International Business
Holliston High School 1989 — 1994
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Continental Properties inc December 2013 - Present
Florida Community Bank September 2012 - May 2013
PNC Financial Services Group 2009 - August 2012
Regions Financial Corporation September 2007 - December 2009
1st United Bank June 2006 - July 2007
Palm Beach Estates January 2003 - June 2005
Skills
Commercial Lending, Small Business Lending, Credit, Loans, Banking, Commercial Mortgages, Commercial Banking, Financial Analysis, Real Estate, Asset Based Lending, Treasury Management, Credit Analysis, Mortgage Lending, Cash Management, Deposits, Loan Origination, Retail Banking, Financial Services, Due Diligence, Commercial Real Estate, Cash Flow, Lines Of Credit, Consumer Lending, Mortgage Banking, Small Business
Education
University of Florida 2002 — 2003
MBA, MBA, 3.5
University of Florida 1993 — 1996
Bachelor of Science in Business Administration (BSBA), Real Estate and Business Finance, 3.0
Ithaca College 1990 — 1993
Business Finance, BSBA, 3.0
FirstCity Bank of Commerce April 2015 - Present
1st United Bank July 2013 - April 2015
Enterprise Bank of Florida 2009 - July 2013
Integrity Bank 2004 - 2009
Fidelity Federal Bank & Trust 2003 - 2004
Grand Bank & Trust 2002 - 2003
Community Savings 1996 - 2002
Skills
Banking, Retail Banking, Bank Secrecy Act, ACH, Customer Service, Jack Henry, ATM networks, Federal Reserve, Remote Deposit Capture, NACHA, Reg E, AAP, Parameters, Account Reconciliation, Legal Research, Tax Reporting, Risk Management, Compliance, Product Development, Cash Management, Branch Management, IRAs, AML, Report Writing, Cognos ReportNet, Microsoft Office
Education
Florida School of Banking 2012 — 2014
Banking
Northwood University 2001 — 2003
BA, Business Management
Palm Beach Community College
Associate's degree, Business Administration and Management, General
Office of Inspector General Palm Beach County April 2012 - Present
RP Financial LC April 2011 - March 2012
Robert Half Management Resources March 2011 - April 2011
United Way of Palm Beach County January 2011 - April 2011
Spherion Professional Services November 2009 - April 2010
Orion Bank January 2008 - November 2009
1st United Bank January 2006 - August 2007
Lydian Private Bank April 2005 - January 2006
Union Bank of Florida 2003 - 2005
Union Bank of Florida March 2000 - 2003
Skills
Internal Audit, Banking, Auditing, Risk Assessment, Enterprise Risk..., Management, Financial Services, Risk Management, Financial Institutions, Internal Controls, Credit, Compliance, Mortgage Lending, Sarbanes-Oxley Act, Credit Risk, Commercial Banking, AML, Financial Reporting, Bank Secrecy Act, Financial Risk, Operational Risk..., Due Diligence, Treasury Management, External Audit
Education
Adelphi University 1974 — 1979
MBA, Banking and Financial Markets
New York Institute of Technology 1969 — 1973
BFA, Fine Arts and Education
Cadence Bank, N.A. June 2013 - Present
1st United Bank December 2010 - January 2013
Old Harbor Bank November 2006 - November 2010
Regions Financial Corporation 1999 - 2006
SunTrust Bank 1991 - 1999
Skills
Banking, Small Business, Loans, Retail Banking, Small Business Lending, Consumer Lending, Credit, Commercial Banking, Mortgage Lending, Cross Selling, Commercial Lending, Lines Of Credit, Credit Analysis, Underwriting, Portfolio Management, Loan Origination, Branch Management, Management, Mortgage Banking, Credit Risk, Sales, Commercial Mortgages, Refinance, Branch Banking
Education
St. Petersburg College 1985 — 1987
Gibbs High School 1980 — 1984
The Nothern Trust Company March 2014 - Present
Sabadell United Bank April 2011 - March 2014
1st United Bank December 2009 - April 2011
US Trust January 2004 - August 2008
Northern Trust Bank January 1994 - January 2004
Chase Manhattan Private Bank July 1990 - January 1994
Skills
Portfolio Management, Credit, Banking, Commercial Banking, Finance, Asset Management, Risk Management, Strategy, Commercial Lending, Wealth Management, Loans, Relationship Management, Business Development, Investments, Private Banking, Financial Services, Treasury Management
Education
University of Miami
MBA, Finance
University of Miami
Bachelor of Science, Chemistry and Biology; Continuing Education
Palm Beach Community Bank April 2011 - Present
FirstCity Bank of Commerce May 2007 - April 2011
Regions Bank October 2005 - May 2007
1st United Bank July 2003 - November 2005
Wachovia November 1999 - July 2003
Wachovia March 1998 - November 1999
Barnett Bank January 1988 - March 1998
Skills
Banking, Commercial Banking, Loans, Credit, Strategic Planning, Credit Analysis, Underwriting, Commercial Lending, Credit Risk, Small Business Lending, Wealth Management, Retail Banking, Mortgage Lending, Commercial Mortgages, Financial Analysis, Portfolio Management, Mortgage Banking, Loan Origination, Investments, Consumer Lending, Financial Structuring, Private Banking, Treasury Management, Risk Management, Cash Management, Construction Loans, Leadership
Education
University of Colorado Boulder 2012 — 2013
Graduate School of Banking
University of Virginia Darden School of Business 1994 — 1996
Graduate School of Banking
Florida Atlantic University 1986 — 1988
BS, Finance
United States Air Force Academy 1984 — 1986
Engineering
1st United Bank April 2012 - Present
Anderen Bank September 2006 - July 2012
Gulf Coast Community Bank January 2003 - September 2006
Gibson - Allcott and Company 1999 - 2003
Compass Bank - Pensacola June 1992 - February 1999
Barnett Bank of Pasco County June 1989 - June 1992
Barnett Bank Of Lake County, NA 1986 - 1989
SunTrust Bank June 1978 - January 1986
Citizens National Bank 1977 - 1978
Skills
Commercial Lending, Commercial Banking, Banking, Small Business Lending, Credit, Loans, Retail Banking, Credit Analysis, Wealth Management, Business Development, Management, Asset Based Lending, Mergers & Acquisitions, Leadership, Commercial Mortgages, Real Estate, Risk Management, Cash Management, Portfolio Management, Loan Origination, Credit Risk, Financial Analysis, Due Diligence, Mortgage Banking, Treasury Management, Middle Market, Consumer Lending, Funding, Investment Banking, Financial Risk, Underwriting, Financial Structuring, Financial Services, Mortgage Lending, Finance, Structured Finance, Securities, Executive Management, Strategic Financial..., Corporate Finance, Asset Management, Investments, Refinance, Valuation, Capital Markets, Private Banking
Education
Rollins College - Crummer Graduate School of Business 1979 — 1984
MBA, Finance
Milligan College 1975 — 1977
BS/BA, Business administration
Maryville College 1973 — 1975
City of Miami October 2014 - Present
Your Fashion Highness September 2013 - Present
Nan McKay and Associates July 2014 - October 2014
Quadel Consulting Corporation September 2010 - June 2014
Quadel Consulting Corporation April 2009 - September 2010
1st United Bank June 2007 - March 2009
Skills
Customer Service, Training, Financial Analysis, Community Outreach, Microsoft Office, Nonprofits, Microsoft Excel, Fundraising, Public Speaking, Policy, Strategic Planning, Policy Analysis, PowerPoint, Government, Program Development, Finance, Leadership, Data Analysis, Financial Reporting, Leadership Development, Proposal Writing, Organizational..., Grant Writing, Community Development, Program Management
Education
Nova Southeastern University 2011 — 2013
Master of Public Administration (MPA), Public Administration
Florida International University 2003 — 2007
Bachelor of Arts (BA), Sociology
CBRE August 2015 - Present
Sentry Bank October 2012 - March 2015
Frandsen Corporation May 2014 - August 2014
1st United Bank May 2012 - December 2013
Lake Country Community Bank May 2010 - August 2011
Skills
Microsoft Excel, Microsoft Word, Interacting with People..., PowerPoint, Delivering projects on..., Strongly self-motivated, Building Strong..., Perfect Attendance, Accounting, Time Management, Financial Analysis, Small Business Lending, Work Ethic, Data Analysis, Policy Analysis, Data Entry, Email Clients, Microsoft Office, Teamwork, Customer Service, Finance, Outlook, Invoicing
Education
College of Saint Benedict and Saint John's University 2011 — 2015
Bachelor of Arts (BA), Accounting and Finance, Senior
Seacoast Bank September 2014 - Present
Secoast National Bank February 2014 - September 2014
Seacoast National Bank February 2013 - February 2014
Seacoast National Bank March 2006 - January 2013
Seacoast National Bank July 1996 - January 2005
1st United Bank 1995 - 1996
Suburban Bank, Lake Worth, Fl. 1984 - 1994
Skills
Loans, Banking, Commercial Lending, Portfolio Management, Small Business Lending, Commercial Mortgages, Commercial Banking, Credit Analysis, Mortgage Lending, Credit, Consumer Lending, Lines Of Credit, Refinance, Retail Banking, Credit Risk, Loan Origination, Residential Homes
Education
Palm Beach Community College 1982 — 1990
Banking courses
Forest Hill High School, West Palm Beach 1979 — 1982
DCT Industrial Trust May 2009 - June 2015
DCT Industrial August 2006 - May 2009
1st United Bank July 2005 - August 2006
Macerich March 1995 - July 2005
Skills
Financial Analysis, Accounts Receivable, Financial Reporting, Management, Real Estate, Microsoft Excel, Real Estate Development, Due Diligence, Budgets, Financial Modeling, Lease Administration, Microsoft Office
Education
David Lipscomb University
Accounting
University of Memphis
Bachelor’s Degree, Business Administration in Accounting
Mayo Clinic March 2013 - Present
Cannon Falls High School 2011 - Present
State of Minnesota November 2007 - March 2013
Just For Kix 2007 - 2008
Goodhue High School 2006 - 2008
Three Rivers Community Action, Inc. October 2006 - November 2007
Treasure Island Resort & Casino April 2006 - October 2006
Faribault Area Chamber of Commerce and Tourism November 2004 - February 2006
1st United Bank November 2001 - October 2004
Faribault High School 1999 - 2004
Skills
Administrative..., Computer Proficiency, Microsoft Word, Microsoft Excel, Outlook, Internet, Multi Tasking, Organization, Efficiency, Training, Coaching, Dance, Meeting Planning, SharePoint, Choreography, Microsoft Office, OneNote, PowerPoint, Customer Service, Can Do Approach, Calendaring, Task Management, Minute Taking, Proofreading, Typing, Team Building, Team Management, Dependable Team Player, Event Planning, Human Resources, Program Management, System Administration, Office Equipment, Employee Benefits, Spreadsheets, Marketing, Office Management, Data Entry, Management, Filing, Telephone Skills, Time Management, Payroll, Travel Arrangements, Teamwork, Confidentiality
Education
Rasmussen College-Minnesota 1997 — 1998
Administrative Assistant Diploma
Faribault High School 1993 — 1997
High School Diploma
1st United Bank October 2011 - Present
Old Harbor Bank November 2007 - October 2011
SunTrust Bank October 2003 - November 2007
Whitney National Bank September 1999 - September 2002
Skills
Banking, Retail Banking, Branch Banking, Cash Management, Customer Service, Cross Selling, Commercial Banking, Deposits, Microsoft Office
Education
Florida State University
Bachelor's degree, English Literature
FNB of Pasco December 2014 - Present
1st United Bank February 2012 - December 2014
Financial Outsourcing and Consulting May 2010 - March 2012
Encore Bank June 2005 - January 2011
First National Bank of Florida 2002 - 2005
SunTrust Bank March 1994 - January 2000
Skills
All Types of Lending, Financial Analysis, Process Auditing, Credit, Loan Structuring, Construction Loans, Construction Management, Collections, Foreclosures, Property Management, SBA Lending, Medical Financing, C&I Lending, Entreprenurial Lending, Loan Documentation, Loan Origination, Portfolio Management, Loans, Finance, SBA, Banking, Commercial Lending, Commercial Banking, Underwriting, Retail Banking, Financial Structuring, Auditing, Small Business Lending
Education
Canisius College 1975 — 1986
MBA, BS-Accounting
SUNY Advanced Commercial Lending 1985 — 1986
Banking Degree-Comm./Corp Lending, Financial Analysis and Lending
Chicago Title July 2001 - Present
1st United Bank April 1998 - February 2000
Conner Homes and Camwest Development June 1991 - June 1997
Skills
Sales Management, Market Research, Negotiation, Marketing, Real Estate, Management, Referrals, Leadership, Business Development, Customer Satisfaction, Sales, Advertising, Selling, Training, CRM, First Time Home Buyers, Contract Negotiation, Loans, Networking, Title Insurance, Cold Calling
Education
University of Washington, Michael G. Foster School of Business 2011 — 2012
Marketing Management Certification
Seattle University 1994 — 1998
BA, English Literature, 3.89
European University Viadrina
German Language
The Old School House, Allihies Ireland
Irish Literature
1st United Bank February 2012 - Present
America One Funding March 2010 - March 2011
Citigroup August 2007 - March 2010
Countrywide February 2007 - September 2007
HomeBanc Mortgage Corporation 2006 - 2007
Quicken Loans July 2004 - December 2005
Skills
Loans, Mortgage Lending, Credit, Credit Analysis, Mortgage Banking, Finance, Small Business Lending, Loan Origination, Banking, Business Development, Residential Mortgages, Refinance, FHA, Insurance, Consumer Lending, Commercial Lending, Six Sigma, Lean Tools
Education
Missouri State University 2013 — 2015
Masters of Project Management
Florida Atlantic University 2014 — 2014
Lean Six Sigma Green Belt Certification
Central Michigan University 1999 — 2004
Bachelors of Science in Business Administration, Marketing
HomeBanc, N.A. March 2013 - Present
1st United Bank October 2010 - March 2013
Old Harbor Bank August 2005 - September 2011
Skills
Banking, Portfolio Management, Consumer Lending, Small Business Lending, Customer-focused, Branch Management, Retail Banking, Lines Of Credit, Commercial Lending, Commercial Banking, Executive Management, Sales, Private Banking, Relationship Management, Mergers & Acquisitions, Loan Origination, Mortgage Lending
Education
Daytona College
Associate of Arts (AA)
University of Central Florida - College of Business Administration
Business Administration and Management, General
Pasco County Government September 2014 - Present
Providence Home Care of Florida May 2014 - September 2014
1st United Bank September 2010 - October 2013
Regions Bank 2008 - 2010
Old Harbor Bank December 2007 - August 2008
Harte-Hanks, Inc June 2007 - October 2007
SunTrust Bank January 2004 - June 2007
BB&T January 1998 - December 2003
Skills
Banking, Consumer Lending, Training, Retail Banking, Small Business Lending, Sales, Lines Of Credit, Loan Origination, Cross Selling, Loans, Finance, Accounts Payable, Commercial Banking, Commercial Lending, Credit Analysis, Budgets, Customer Satisfaction, Customer Service, Management, New Business Development, Recruiting, Team Building, Branch Management, Branch Banking, Cash Management, Treasury Management, Relationship Management, Refinance, Customer Retention, Small Business, Banking Relationships, Selling, Wealth Management, Credit, Commercial Mortgages, Mortgage Lending
Education
Hesser College 1988 — 1990
Associates, Business
Cadence Bank, N.A. February 2015 - Present
1st United Bank December 2011 - April 2014
1st United Bank June 2010 - December 2011
TCF Bank July 2009 - May 2010
TCF Bank November 2008 - July 2009
Colonial Bank November 2007 - September 2008
Colonial August 2006 - November 2007
Colonial Bank October 2005 - August 2006
Colonial Bank December 2004 - October 2005
Colonial Bank January 2004 - December 2004
Skills
Treasury Management, Process Improvement, Management, Loans, Financial Analysis, Credit Analysis, Credit, Commercial Lending, Commercial Banking, Business Analysis, Branch Banking, Banking, ACH
Education
Troy University in Montgomery 2005 — 2007
BS, Finance
*Working towards AAP Certification
PricewaterhouseCoopers LLP September 2008 - Present
1st United Bank June 2004 - June 2008
Becker CPA Review September 2007 - May 2008
PricewaterhouseCoopers LLP June 2007 - August 2007
Skills
Project Management, Business Analysis, Business Strategy, Business Process..., Business Process Design, System Automation, System Conversion, Data Analysis, FDIC Loss Share, Loan Modifications, Financial Analysis, Portfolio Management, Financial Services, Financial Reporting, Accounting, Sarbanes-Oxley Act, Management, Auditing, Financial Modeling, Finance, Microsoft Excel
Education
University of Minnesota - Carlson School of Management 2004 — 2008
BSB, Accounting
University of Wisconsin-Madison - School of Business 2004 — 2006
BBA, Accounting
1st United Bank Community Bank PresidentWells FargoJanuary 2004 - August 2007
Education
St. Cloud State University 1985 — 1988
BS, Economic
Great Florida Bank April 2013 - Present
Gibraltar Private Bank & Trust January 2012 - March 2013
1st United Bank September 2010 - January 2012
TransAtlantic Bank November 2009 - August 2010
The Bank of Miami April 2006 - April 2009
Hemisphere National Bank September 2005 - March 2006
Ingram Micro March 2001 - September 2005
www.bancolatino.com.pe September 1989 - July 1999
Skills
AML, Bank Secrecy Act, OFAC, Banking, Financial Risk, Risk Management, KYC, USA PATRIOT Act, Credit, Due Diligence, Fraud, Transaction Processing, Financial Analysis, Operational Risk, Loans
Education
Florida International University 2007 — 2007
Certified Associate in Anti Money Laundering, Compliance
Pontificia Universidad Católica del Perú 1973 — 1978
Bachelor, Economics
Valley National Bank (f/k/a 1st United Bank) August 2012 - Present
1st United Bank March 2005 - Present
CIB Marine Bancshares (Citrus Bank) August 2004 - February 2005
CIB Marine Bancshares (Marine Bank) September 2002 - August 2004
Skills
Loans, Underwriting, Credit Analysis, Commercial Banking, Commercial Lending, Credit, Banking, Portfolio Management, Mortgage Lending, Financial Analysis, Risk Management, Small Business Lending, New Business Development, Real Estate Economics, SBA, Commercial Mortgages, Asset Based Lending
Education
University of Wisconsin-Milwaukee 2002 — 2004
Master of Business Administration
Knox College 1998 — 2002
Bachelor of Arts
Bank of America Merchant Services July 2014 - Present
Bank of America Merchant Services February 2013 - Present
First Data Independent Sales Goldcoast November 2012 - January 2013
1st United Bank August 2010 - March 2012
SunTrust Bank November 2004 - September 2010
Wachovia Bank 2002 - 2004
Enterprise Rent-A-Car 2002 - 2004
Skills
Loans, Credit, Small Business Lending, Customer Service, Banking, Risk Management, New Business Development, Commercial Mortgages, Commercial Banking, B2B, Underwriting, Management, Account Management, Sales Process, Direct Sales, Customer Satisfaction, Leadership, personal loans, Private Banking, Start-ups, Small Business, Factoring, Asset Based Lending, Cross Selling, Commercial Lending, Networking, Business Development, Credit Analysis, Merchant Services, Deposits, Treasury Management, Financial Services, Cash Flow Lending, Middle Market, Relationship Management, Financial Structuring, Credit Risk, Retail Banking, Lines Of Credit, Portfolio Management, Mortgage Banking, Cash Management, Insurance, Mortgage Lending, Loan Origination, SBA, Finance, Financial Analysis, Branch Management, Consumer Lending
Education
Rice University, Glasscock School of Continuing Studies 2012 — 2012
Certificate of Completion, Certified Treasury Professional Course
University of Florida 1987 — 1992
Academy of Healing Arts
Lake Worth High
Palm Beach Community Bank March 2015 - Present
First Bank of the Palm Beaches August 2012 - March 2015
Florida Shores Bank-Southeast May 2011 - August 2012
BankAtlantic October 2010 - May 2011
FirstCity Bank of Commerce July 2009 - October 2010
Citibank January 2007 - July 2009
1st United Bank May 2005 - January 2007
Fidelity Federal Bank & Trust August 2002 - May 2005
Skills
Credit Analysis, Loans, Portfolio Management, Commercial Lending, Financial Analysis, Business Development, Credit, Banking, Credit Risk, Commercial Banking, Consumer Lending, Small Business Lending, Mortgage Lending
Education
University of Miami - School of Business 1992 — 1994
MBA, Finance & International Business
University of Maryland College Park 1986 — 1990
BA, Economics
Paradise Bank August 2010 - Present
Comerica Bank July 1998 - January 2009
1st United Bank October 1988 - July 1998
Steel, Hector, & Davis Law Firm – Boca Raton, Florida 1987 - 1988
Skills
Small Business Lending, Commercial Lending
Education
Palm Beach Community College
AA, Business
SunTrust Bank October 2011 - Present
1st United Bank July 2010 - August 2011
CIT Small Business Lending May 2005 - July 2010
BB&T April 1999 - April 2005
SunTrust Bank April 1994 - April 2000
The Citizens and Southern National Bank June 1986 - April 1994
Skills
Commerical Lending, Consultative Selling, Commercial Banking, Loans, Credit, Banking, Underwriting, SBA, Commercial Real Estate, Business Development, Negotiation, Small Business Lending, Mortgage Lending, Credit Analysis, Commercial Mortgages, Investments, Asset Based Lending, Portfolio Management, Lines Of Credit, Credit Risk, Consumer Lending, Loan Origination, Refinance, Finance, Selling, Commercial Lending
Education
University of Florida 1984 — 1986
MBA, Finance and Management
Emory University 1979 — 1983
BA, History
Great Florida Bank April 2013 - Present
Gibraltar Private Bank & Trust January 2012 - March 2013
1st United Bank September 2010 - January 2012
TransAtlantic Bank November 2009 - August 2010
The Bank of Miami N.A. April 2006 - April 2009
Hemisphere National Bank September 2005 - March 2006
Skills
Banking, AML, Software Documentation, Risk Management, Bank Secrecy Act, OFAC, KYC, Financial Analysis, Financial Risk, Analysis, Due Diligence, Microsoft Excel, Credit, Customer Service, USA PATRIOT Act
Education
Florida International University 2007 — 2007
Certified Associate in Anti Money Laundering, Compliance
1st United Bank 2005 - Present
Riverside National Bank 2003 - 2005
Republic Security Bank 1999 - 2002
Barnett Bank 1980 - 2000
Barnett Bank 1980 - 2000
Bank of America 1980 - 2000
Human Resources 1980 - 1999
Barnett Bank 1980 - 1998
Skills
Human Resources, Banking, Employee Benefits, Finance, Loans, Mergers & Acquisitions, Risk Management, Recruiting, Customer Service, Leadership, Management, Retail Banking, Employee Relations, Performance Management, Training
Education
La Salle University 1975 — 1979
BSBA, BUSINESS
La Salle University - School of Business Administration 1975 — 1979
BSBA, Personnel and Labor Relations
City National Bank of Florida March 2014 - Present
Florida Community Bank October 2010 - March 2014
1st United Bank December 2009 - September 2010
Republic Federal Bank May 2006 - December 2009
St Thomas University June 2005 - May 2007
Skills
Banking, Interest Rate Risk..., Investment Management, Investment Accounting, International Banking..., Private Banking, All American Academic..., Member of St. Thomas..., ALM, Accounting, Bonds, Investments, Liquidity Risk, Trading, Treasury Management, Cash Management, Commercial Banking, Credit Analysis
Education
St. Thomas University 2005 — 2007
Master of Business Administration (M.B.A.), Management/Business
St. Thomas University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business/Finance
University of Cambridge 2001 — 2001
Young Enterprise International Examination
Rikspappersskolan, Markaryd, Sweden 1998 — 2001
Accounting/Economic Program
BCBG December 2009 - Present
Bloomingdale's October 2009 - December 2009
Salty Electronics January 2005 - December 2009
Ulta February 2008 - May 2009
Papyrus August 2007 - February 2008
1st United Bank October 2006 - August 2007
Fidelity Federal January 2006 - October 2006
Pottery Barn January 2004 - January 2006
Gap November 1999 - January 2004
Burdines March 1998 - November 1999
Skills
Loss Prevention, Analytics, Business Development, Employee Benefits, Customer Service, Events, Fashion, Leadership, Marketing Research, New Business Development, Social Networking, Office Management, Organization, Problem Solving, Strategic Planning, Pricing, Recruiting, Visual Merchandising, Merchandising, Inventory Management, Store Operations, Sales, Sales Management, Retail Sales, Apparel, Window Displays, Profit, Hiring, Trend Analysis, Inventory Control, New Store Openings, Trend, Styling, Merchandise Planning, New Store Development, Multi-unit, Luxury Goods, District Management
Education
University of Florida 1992 — 1994
BA, Political Science
Palm Beach Community College 1991 — 1992
Keller Williams Realty October 2013 - Present
1st United Bank December 2003 - February 2013
Skills
Banking, Commercial Banking, Portfolio Management, Risk Management, Credit, Retail Banking, Loans, Credit Analysis, Credit Risk, Financial Risk, Mortgage Lending, Underwriting, Negotiation, Customer Satisfaction, Real Estate, Foreclosures, First Time Home Buyers, Investors, Sellers, Single Family Homes, Residential Homes, Sales, Investment Properties
Education
University of Florida
Credit Review & More, LLC September 2003 - Present
1st United Bank 2000 - 2003
Franklin National Bank 1999 - 2000
Western Bank 1997 - 1999
Riverside Bank 1989 - 1997
FDIC 1986 - 1989
Skills
Commercial Lending, Commercial Banking, Loans, Small Business Lending, Portfolio Management, Lines Of Credit, Consumer Lending, Credit Risk, Underwriting, Risk Management, Asset Based Lending, Credit Analysis, Credit, Financial Analysis, Mortgage Lending, Commercial Mortgages, Banking
Education
Minnesota State University, Mankato 1982 — 1986
BS, Business Administration-Management
1st United Bank January 2010 - June 2012
AEGON September 1997 - October 2009
Citizen's Bank & Trust July 1990 - September 1997
First Florida Bank September 1977 - July 1990
Skills
Budgeting, Financial Reporting, Accounting, Budgets, Credit, Cash Management, Management, Finance, Access
Education
University of South Florida
B.A., Finance
1st United Bank 1983 - Present
Education
Minnesota State University, Mankato
Bachelor's degree
Star Teleradiology 2014 - 2015
1st United Bank April 2012 - November 2014
SDI Radiology January 2001 - September 2014
SDI Radiology January 2011 - December 2012
Anderen Bank 2007 - April 2012
Medical Center Clinic, PA July 1991 - December 2000
Skills
Medical Imaging, Radiology, MRI, Banking, Loans, Credit, Commercial Banking, Due Diligence, Strategic Planning, Medicine, Physicians, Leadership, Computer Proficiency
Education
Wake Forest University School of Medicine 1987 — 1991
MD, Radiolgy
University of South Florida 1983 — 1987
MD, Medicine
Emory University 1979 — 1983
BS, Biology, General
Newbold Advisors, LLC July 2012 - Present
SAP July 2010 - July 2012
Fiserv Lending Solutions July 2001 - July 2010
Bank of America 1985 - 1991
Fidelity Serviços de Informática Brasil Ltda. 1979 - 1989
Excellis, Inc. 1987 - 1988
1st United Bank 1986 - 1988
Skills
Business Process..., Financial Services, Business Process, Business Process Design, Business Requirements, Business Analysis, Banking, Solution Architecture, SDLC, PMO, ERP, Software Project..., Integration, Vendor Management, Consulting, PMP, Relationship Management, CRM, Risk Management, Cash Management
Education
University of North Florida 1980 — 1981
Business Law
University of Northern Colorado 1970 — 1973
Accounting and Finance
1st United Bank
Skills
Banking, Credit, Loans, Commercial Banking, Leadership, Commercial Lending, Strategic Planning, Customer Service
Education
Iowa State University
1st United Bank April 2011 - July 2012
Education
Florida State University - College of Business 2006 — 2010
B.S., Finance
UnitedLex Corporation May 2014 - Present
Perry & Neblett, P.A. August 2012 - May 2013
1st United Bank April 2011 - August 2011
Skills
Legal Research, Legal Writing, Westlaw
Education
University of Miami School of Law 2010 — 2012
Doctor of Law (J.D.)
University of Miami Rosenstiel School of Marine & Atmospheric Science 2012 — 2013
M.P.S Marine Affairs, Coastal Zone Management
Pepperdine University 2005 — 2009
B.A., International Studies
AgStar Financial Services November 2001 - Present
1st United Bank August 1998 - November 2001
Aid Association for Lutherans December 1996 - August 1998
FDIC July 1989 - December 1996
Skills
Credit, Credit Analysis, Commercial Lending, Loans, Financial Analysis, Risk Management, Credit Risk, Portfolio Management, Banking, Finance, Due Diligence, Underwriting, Cash Flow, Financial Modeling, Commodity, Mergers, Capital Markets
Education
St. Cloud State University 1985 — 1989
BS, Finance
1st United Bank February 2010 - Present
Skills
Banking, Commercial Banking, Commercial Lending, Commercial Mortgages, Credit, Credit Analysis, Credit Risk, Financial Analysis, Loan Origination, Loans, Mortgage Lending, Retail Banking, Small Business Lending, Underwriting, Portfolio Management, Business Development
Education
University of Florida 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
Bridgeview Bank Mortgage February 2013 - Present
Village of University Park December 2007 - August 2012
1st United Bank January 2005 - October 2007
Illinois Montessori School January 1998 - January 2001
Arthur Rubloff Inc January 1991 - August 1993
Skills
Accounts Payable, Accounts Receivable, Account Reconciliation, General Ledger, Invoicing, Accounting, Payroll, Data Entry, Spreadsheets, Cash Management, Microsoft Excel, Journal Entries
Education
Cheonggang Academy
1st United Bank
Skills
Accounting, Banking, Credit, Credit Analysis, Financial Analysis, Financial Risk, Commercial Banking, Loans, Risk Management
Education
University of Miami - School of Business 1998 — 2000
Master of Business Administration (MBA), Finance, General
1st United Bank May 2011 - Present
Skills
Financial Analysis, Banking, Merger & Acquisitions, SEC Financial Reporting, Full cycle accounting, Enterprise Risk..., Financial Accounting, Financial Planning, Financial Audits, Team Management, Strategic Planning, Board Presentations, Regulatory Compliance, Cost Reduction, Operations Management, System Installations, Finance, Accounting, Risk Management, Cash Management, Credit, Corporate Finance, Financial Risk, Due Diligence, Financial Reporting, Financial Modeling
Education
Florida Atlantic University
Bachelor's Degree, Accounting
University of Florida
Bachelor's Degree, Finance
1st United Bank May 2009 - January 2014
Fort Worth Cats Baseball Club 2014 - 2014
BounceU May 2009 - June 2011
The Wendy's Company August 2007 - October 2009
Education
Lincoln Memorial University 2010 — 2013
Bachelor's Degree, Radio and Television Broadcasting Technology/Technician