Gibraltar Private Bank & Trust
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Gibraltar Private Bank & Trust Employees
Employee
Years
Job
Industry
Doug Wunsch Doug Wunsch's Gibraltar Private Bank & Trust Experience November 2009 - September 2010
Job Residential Mortgage Loan Officer at Centennial Bank Mortgage
Industry Financial Services
Experience
Centennial Bank Mortgage November 2014 - Present
Broward Bank of Commerce (Became Centennial Bank Mortgage) April 2013 - November 2014
Avalar Inc. September 2010 - April 2013
AAA Capital Funding, Inc. September 2010 - April 2013
Gibraltar Private Bank & Trust November 2009 - September 2010
JK Mortgage Group March 2001 - September 2010
Aerotek/Maxim Group/Teksystems February 1997 - March 2001
Skills
Loans, Interviews, Mortgage Lending, Software Documentation, Banking, Analysis, Credit, Underwriting, Real Estate, Referrals, Recruiting, Loan Origination, FHA, Negotiation, Sales, Risk Management, Talent Acquisition
Education
University of Florida 1990 — 1994
BA
Fort Lauderdale High
Centennial Bank Mortgage November 2014 - Present
Broward Bank of Commerce (Became Centennial Bank Mortgage) April 2013 - November 2014
Avalar Inc. September 2010 - April 2013
AAA Capital Funding, Inc. September 2010 - April 2013
Gibraltar Private Bank & Trust November 2009 - September 2010
JK Mortgage Group March 2001 - September 2010
Aerotek/Maxim Group/Teksystems February 1997 - March 2001
Skills
Loans, Interviews, Mortgage Lending, Software Documentation, Banking, Analysis, Credit, Underwriting, Real Estate, Referrals, Recruiting, Loan Origination, FHA, Negotiation, Sales, Risk Management, Talent Acquisition
Education
University of Florida 1990 — 1994
BA
Fort Lauderdale High
Julia Titov Julia Titov's Gibraltar Private Bank & Trust Experience February 2011 - February 2013
Job
Industry Information Technology and Services
Experience
Bayview Financial May 2013 - Present
Gibraltar Private Bank & Trust February 2011 - February 2013
TIB Bank August 2004 - March 2011
Med Associates September 2002 - June 2004
Skills
Banking, SQL, Microsoft SQL Server, Active Directory, Windows Server, Microsoft Office, VMware, Disaster Recovery, HTML, VBScript, Security, Visio, Crystal Reports, Information Security, IT Strategy, Databases, Information Technology, Windows, Visual Studio, IT Management, Cisco Technologies, Microsoft Exchange, Software Documentation, System Administration, Operating Systems, Citrix, Network Security, IT Operations, Virtualization
Education
State University of New York at Albany 2000 — 2002
Bachelor of Arts
Bayview Financial May 2013 - Present
Gibraltar Private Bank & Trust February 2011 - February 2013
TIB Bank August 2004 - March 2011
Med Associates September 2002 - June 2004
Skills
Banking, SQL, Microsoft SQL Server, Active Directory, Windows Server, Microsoft Office, VMware, Disaster Recovery, HTML, VBScript, Security, Visio, Crystal Reports, Information Security, IT Strategy, Databases, Information Technology, Windows, Visual Studio, IT Management, Cisco Technologies, Microsoft Exchange, Software Documentation, System Administration, Operating Systems, Citrix, Network Security, IT Operations, Virtualization
Education
State University of New York at Albany 2000 — 2002
Bachelor of Arts
Lucretia Reed, CAMS Lucretia Reed, CAMS's Gibraltar Private Bank & Trust Experience January 2013 - September 2014
Job Senior BSA Analyst
Industry Banking
Experience
Gibraltar Private Bank & Trust January 2013 - September 2014
Robert Half Management Resources April 2012 - January 2013
Citigroup/Citibank Inc October 2009 - February 2012
Citigroup/Citibank Inc July 2006 - October 2009
Skills
Advanced Windows based..., Lexis-Nexis and..., Process Improvement, Bank Secrecy Act, AML, USA PATRIOT Act, OFAC, Auditing, Regulatory Requirements
Education
University of Central Florida 1997 — 1999
Bachelor of Science (B.S.), Criminal Justice/Safety Studies
State College of Florida (formerlyManatee Community College) 1993 — 1996
A.A, Business Administration
Gibraltar Private Bank & Trust January 2013 - September 2014
Robert Half Management Resources April 2012 - January 2013
Citigroup/Citibank Inc October 2009 - February 2012
Citigroup/Citibank Inc July 2006 - October 2009
Skills
Advanced Windows based..., Lexis-Nexis and..., Process Improvement, Bank Secrecy Act, AML, USA PATRIOT Act, OFAC, Auditing, Regulatory Requirements
Education
University of Central Florida 1997 — 1999
Bachelor of Science (B.S.), Criminal Justice/Safety Studies
State College of Florida (formerlyManatee Community College) 1993 — 1996
A.A, Business Administration
Alexandra F. Figueredo Alexandra F. Figueredo's Gibraltar Private Bank & Trust Experience May 2004 - December 2010
Job Celebrity Publicist, Brand Manager, Business Coach, Missionpreneur Mentor, Producer/Host, Author, Philanthropy
Industry Marketing and Advertising
Experience
Mission Based Branding Institute July 2012 - Present
Freelance January 2010 - Present
Artista Coaching 2010 - Present
ArtistaMundo.com 2005 - 2012
Gibraltar Private Bank & Trust May 2004 - December 2010
The Grotto August 1997 - May 1999
Skills
Writing, Strategic Planning, Social Media, Public Speaking, Public Relations, Broadcast, Publicity, Non-profits, Blogging, Social Media Marketing, Marketing Communications, Marketing Strategy, Coaching, Spanish, Corporate Communications, Leadership, Marketing, Newsletters, Copy Editing, Press Releases, Entrepreneurship, Media Relations, Nonprofits, CRM, New Business Development, Start-ups, Organizational..., Small Business, Journalism, Strategic Communications, Management, Creative Writing, Market Research
Education
Florida International University 2009 — 2012
Masters, Global Strategic Communications
University of Florida 1999 — 2003
BSBA, Business, Latin American Studies
Mission Based Branding Institute July 2012 - Present
Freelance January 2010 - Present
Artista Coaching 2010 - Present
ArtistaMundo.com 2005 - 2012
Gibraltar Private Bank & Trust May 2004 - December 2010
The Grotto August 1997 - May 1999
Skills
Writing, Strategic Planning, Social Media, Public Speaking, Public Relations, Broadcast, Publicity, Non-profits, Blogging, Social Media Marketing, Marketing Communications, Marketing Strategy, Coaching, Spanish, Corporate Communications, Leadership, Marketing, Newsletters, Copy Editing, Press Releases, Entrepreneurship, Media Relations, Nonprofits, CRM, New Business Development, Start-ups, Organizational..., Small Business, Journalism, Strategic Communications, Management, Creative Writing, Market Research
Education
Florida International University 2009 — 2012
Masters, Global Strategic Communications
University of Florida 1999 — 2003
BSBA, Business, Latin American Studies
Barbara Poon Barbara Poon's Gibraltar Private Bank & Trust Experience October 2014 - January 2015
Job IT Web Support, Aspiring Data Storyteller, Economics & Business Technology
Industry
Experience
University of Miami (Division of Continuing Education - DCIE) March 2015 - Present
Gibraltar Private Bank & Trust October 2014 - January 2015
Kelly's Cajun Grill August 2014 - August 2014
University of Miami September 2012 - December 2013
Mela Artisans June 2013 - August 2013
Atlantic Community High School January 2012 - May 2012
Chinese Chef December 2009 - May 2012
Skills
HTML5, CSS, Web Design, Presentations, Adobe Photoshop, Statistical Data..., Prezi, Adobe Illustrator, Data Visualization, R, User Interface Design, Graphic Design, C++, Minitab, GIMP, Paint Tool SAI, Drawing, Digital Painting, Acrylic Painting, Microsoft Excel
Education
University of Miami 2012 — 2016
Bachelor's Degree, Economics and Business Technology, GPA 3.87
The Chinese University of Hong Kong 2014 — 2014
Study Abroad
Atlantic Community High School 2008 — 2012
University of Miami (Division of Continuing Education - DCIE) March 2015 - Present
Gibraltar Private Bank & Trust October 2014 - January 2015
Kelly's Cajun Grill August 2014 - August 2014
University of Miami September 2012 - December 2013
Mela Artisans June 2013 - August 2013
Atlantic Community High School January 2012 - May 2012
Chinese Chef December 2009 - May 2012
Skills
HTML5, CSS, Web Design, Presentations, Adobe Photoshop, Statistical Data..., Prezi, Adobe Illustrator, Data Visualization, R, User Interface Design, Graphic Design, C++, Minitab, GIMP, Paint Tool SAI, Drawing, Digital Painting, Acrylic Painting, Microsoft Excel
Education
University of Miami 2012 — 2016
Bachelor's Degree, Economics and Business Technology, GPA 3.87
The Chinese University of Hong Kong 2014 — 2014
Study Abroad
Atlantic Community High School 2008 — 2012
Taneisha Dawson's Gibraltar Private Bank & Trust Experience January 2014 - June 2014
Job Experienced BSA Analyst
Industry Financial Services
Experience
Floridian Community Bank April 2015 - August 2015
BankUnited June 2014 - April 2015
Gibraltar Private Bank & Trust January 2014 - June 2014
Bank of America May 2013 - December 2013
BankUnited December 2011 - June 2013
Citi March 2011 - November 2011
Capital One August 2008 - April 2011
Tech Data May 2009 - August 2009
Skills
Finance, Credit, Banking, Financial Analysis, Analysis, Accounting
Education
University of South Florida 2005 — 2010
B.S., Accounting
Floridian Community Bank April 2015 - August 2015
BankUnited June 2014 - April 2015
Gibraltar Private Bank & Trust January 2014 - June 2014
Bank of America May 2013 - December 2013
BankUnited December 2011 - June 2013
Citi March 2011 - November 2011
Capital One August 2008 - April 2011
Tech Data May 2009 - August 2009
Skills
Finance, Credit, Banking, Financial Analysis, Analysis, Accounting
Education
University of South Florida 2005 — 2010
B.S., Accounting
Joshua Duvall's Gibraltar Private Bank & Trust Experience May 2014 - July 2014
Job J.D. 2015
Industry Law Practice
Experience
Gibraltar Private Bank & Trust May 2014 - July 2014
Florida Third District Court of Appeal May 2013 - July 2013
The Center for Organizational Excellence, Inc. April 2012 - July 2012
Endeavor Systems, Inc. January 2011 - November 2011
Skills
Tax, Customer Service, Computer Security, Data Entry, Finance, Legal Research, Legal Writing, Westlaw, Time Management, Information Technology, Business, Public Speaking, Policy, Corporate Law, Analysis
Education
The George Washington University Law School
Doctor of Law (J.D.)
University of Maryland University College
Bachelor of Science (B.S.), Management Studies
Gibraltar Private Bank & Trust May 2014 - July 2014
Florida Third District Court of Appeal May 2013 - July 2013
The Center for Organizational Excellence, Inc. April 2012 - July 2012
Endeavor Systems, Inc. January 2011 - November 2011
Skills
Tax, Customer Service, Computer Security, Data Entry, Finance, Legal Research, Legal Writing, Westlaw, Time Management, Information Technology, Business, Public Speaking, Policy, Corporate Law, Analysis
Education
The George Washington University Law School
Doctor of Law (J.D.)
University of Maryland University College
Bachelor of Science (B.S.), Management Studies
Suyain George Suyain George's Gibraltar Private Bank & Trust Experience September 2003 - 2005
Job Managing Partner of George & Associates.
Industry Banking
Experience
Lowell International Realty LLC. January 2012 - Present
George & Associates April 2006 - Present
BrookStreet Securities 2005 - 2006
Gibraltar Private Bank & Trust September 2003 - 2005
Wells Fargo 1999 - 2003
Merrill Lynch 1995 - 1999
Skills
PowerPoint, Mortgage Lending, Research, Banking, Investment Properties, Wealth Management, Loans, Short Sales, New Business Development, Due Diligence, Strategic Planning, Real Estate, Investments, Microsoft Office, Team Building, Financial Analysis, Social Media, Negotiation, Sales, Customer Service, Loan Origination, Marketing, REO, Sales Management, Business Planning, Portfolio Management, Management
Education
University of Florida 1985 — 1989
BS, Public Relations, Advertising, and Applied Communication
Gullivar Academy & Palmer 1972 — 1984
Advertising
Lowell International Realty LLC. January 2012 - Present
George & Associates April 2006 - Present
BrookStreet Securities 2005 - 2006
Gibraltar Private Bank & Trust September 2003 - 2005
Wells Fargo 1999 - 2003
Merrill Lynch 1995 - 1999
Skills
PowerPoint, Mortgage Lending, Research, Banking, Investment Properties, Wealth Management, Loans, Short Sales, New Business Development, Due Diligence, Strategic Planning, Real Estate, Investments, Microsoft Office, Team Building, Financial Analysis, Social Media, Negotiation, Sales, Customer Service, Loan Origination, Marketing, REO, Sales Management, Business Planning, Portfolio Management, Management
Education
University of Florida 1985 — 1989
BS, Public Relations, Advertising, and Applied Communication
Gullivar Academy & Palmer 1972 — 1984
Advertising
Andrea Foley Andrea Foley's Gibraltar Private Bank & Trust Experience June 2012 - July 2014
Job PreCollegiate Program Counselor at Rollins College l Higher Education Professional & Instructor
Industry Higher Education
Experience
Rollins College August 2014 - Present
Gibraltar Private Bank & Trust June 2012 - July 2014
University of Miami September 2010 - June 2012
University of Miami January 2011 - May 2011
University of South Florida July 2009 - July 2010
University of South Florida August 2009 - December 2009
Skills
Community Outreach, Research, Leadership, Fundraising, Student Development, Leadership Development, Public Speaking, Social Networking, Academic Advising, College Applications, College Education..., Student Financial Aid, Admissions Counseling, Life Skills, Student Success, Transition Planning, Higher Education, Teaching, Social Media
Education
University of South Florida 2008 — 2010
M. Ed. Curriculum and Instruction, College Student Affairs
University of South Florida 2004 — 2008
Bachelor of Arts (B.A.), Art Studio
Rollins College August 2014 - Present
Gibraltar Private Bank & Trust June 2012 - July 2014
University of Miami September 2010 - June 2012
University of Miami January 2011 - May 2011
University of South Florida July 2009 - July 2010
University of South Florida August 2009 - December 2009
Skills
Community Outreach, Research, Leadership, Fundraising, Student Development, Leadership Development, Public Speaking, Social Networking, Academic Advising, College Applications, College Education..., Student Financial Aid, Admissions Counseling, Life Skills, Student Success, Transition Planning, Higher Education, Teaching, Social Media
Education
University of South Florida 2008 — 2010
M. Ed. Curriculum and Instruction, College Student Affairs
University of South Florida 2004 — 2008
Bachelor of Arts (B.A.), Art Studio
Adam Blanco Adam Blanco's Gibraltar Private Bank & Trust Experience December 2010 - Present
Job Vice President of Internal Audit at Gibraltar Private Bank & Trust
Industry Banking
Experience
Gibraltar Private Bank & Trust December 2010 - Present
BankUnited February 2007 - December 2010
Commercial Bank of Florida June 2004 - February 2007
Skills
Auditing, Banking, Credit, Finance, Internal Controls, Internal Audit, Financial Analysis, Commercial Banking, Accounting, Commercial Lending, Management
Education
University of Florida 2000 — 2004
Bachelor of Science in Business Administration, Major in Finance
Gibraltar Private Bank & Trust December 2010 - Present
BankUnited February 2007 - December 2010
Commercial Bank of Florida June 2004 - February 2007
Skills
Auditing, Banking, Credit, Finance, Internal Controls, Internal Audit, Financial Analysis, Commercial Banking, Accounting, Commercial Lending, Management
Education
University of Florida 2000 — 2004
Bachelor of Science in Business Administration, Major in Finance
David Shanks, Esq. LL.M. David Shanks, Esq. LL.M.'s Gibraltar Private Bank & Trust Experience November 2013 - Present
Job Commercial Title Attorney
Industry Law Practice
Experience
First American Title January 2015 - Present
Gibraltar Private Bank & Trust November 2013 - Present
Miami Dade County Court House July 2013 - November 2013
University of Miami August 2012 - May 2013
Valparaiso University September 2009 - May 2012
Prairie State Legal Services Inc. May 2011 - September 2011
Cadbury Adams May 2009 - August 2009
Valparaiso University January 2006 - April 2007
Skills
Litigation, Negotiation, Spanish Speaking, Westlaw, Legal Research, Legal Writing, Courts, Criminal Law, Mediation, Civil Litigation, Legal Assistance, Trials, Family Law, Bankruptcy, Commercial Litigation, Newsletters, Research, Legal Issues, Legal Compliance, Corporate Law, International Tax, Business, Document Drafting, Tax, Employment Law, Estate Planning, Tax Law, Income Tax, Legal Advice, Lexis, Hearings, Pleadings, Corporate Governance, Mergers & Acquisitions, Trusts, Appeals, Administrative Law, Spanish, Entertainment Law, Intellectual Property, International Law
Education
Valparaiso University 2004 — 2008
Bachelor of Science in Business Administration, Business Management
Valparaiso University 2004 — 2008
Bachelor's of Science in Business Administration, Management
University of Miami School of Law
First American Title January 2015 - Present
Gibraltar Private Bank & Trust November 2013 - Present
Miami Dade County Court House July 2013 - November 2013
University of Miami August 2012 - May 2013
Valparaiso University September 2009 - May 2012
Prairie State Legal Services Inc. May 2011 - September 2011
Cadbury Adams May 2009 - August 2009
Valparaiso University January 2006 - April 2007
Skills
Litigation, Negotiation, Spanish Speaking, Westlaw, Legal Research, Legal Writing, Courts, Criminal Law, Mediation, Civil Litigation, Legal Assistance, Trials, Family Law, Bankruptcy, Commercial Litigation, Newsletters, Research, Legal Issues, Legal Compliance, Corporate Law, International Tax, Business, Document Drafting, Tax, Employment Law, Estate Planning, Tax Law, Income Tax, Legal Advice, Lexis, Hearings, Pleadings, Corporate Governance, Mergers & Acquisitions, Trusts, Appeals, Administrative Law, Spanish, Entertainment Law, Intellectual Property, International Law
Education
Valparaiso University 2004 — 2008
Bachelor of Science in Business Administration, Business Management
Valparaiso University 2004 — 2008
Bachelor's of Science in Business Administration, Management
University of Miami School of Law
Rady Martinez, CAMS's Gibraltar Private Bank & Trust Experience November 2013 - December 2014
Job BSA/AML Consultant
Industry Banking
Experience
RM Compliance Solutions December 2014 - Present
Gibraltar Private Bank & Trust November 2013 - December 2014
TotalBank March 2009 - October 2013
Great Florida Bank January 2006 - March 2009
Skills
Bank Secrecy Act, AML, Banking, OFAC, USA PATRIOT Act, Fraud, Enterprise Risk..., Financial Risk, KYC, Risk Assessment, Core Banking, Operational Risk, Credit Risk, Risk Management, Credit, Microsoft Excel, Microsoft Office, Microsoft Word, Analysis, Credit Analysis, Investigation, Payments
Education
St. Thomas University 2011 — 2013
Business
RM Compliance Solutions December 2014 - Present
Gibraltar Private Bank & Trust November 2013 - December 2014
TotalBank March 2009 - October 2013
Great Florida Bank January 2006 - March 2009
Skills
Bank Secrecy Act, AML, Banking, OFAC, USA PATRIOT Act, Fraud, Enterprise Risk..., Financial Risk, KYC, Risk Assessment, Core Banking, Operational Risk, Credit Risk, Risk Management, Credit, Microsoft Excel, Microsoft Office, Microsoft Word, Analysis, Credit Analysis, Investigation, Payments
Education
St. Thomas University 2011 — 2013
Business
Walter Schacht,CFP®, ChFC®, MBA Walter Schacht,CFP®, ChFC®, MBA's Gibraltar Private Bank & Trust Experience February 2011 - January 2014
Job VP/Wealth Advisor at BMO Private Bank
Industry Banking
Experience
BMO Private Bank May 2014 - Present
Gibraltar Private Bank & Trust February 2011 - January 2014
Friends of Fosterchildren SW FLorida 2011 - 2014
BMO Harris Private Banking September 2006 - February 2011
Wells Fargo 2001 - 2006
Skills
Wealth Management, Portfolio Management, Private Banking, Banking, Commercial Lending, Treasury Management, Loans, Credit, Commercial Banking, Small Business Lending, Credit Analysis, Investments, Consumer Lending, Financial Services, Wealth, Estate Planning, Commercial Mortgages, Mortgage Lending, Finance, Strategic Financial..., Financial Planning
Education
Hodges University 2009 — 2011
MBA, Business
University of North Texas 1992 — 1996
Bachelors in Business Administration, Entrepreneurship
CIC 1987 — 1991
High School Degree
BMO Private Bank May 2014 - Present
Gibraltar Private Bank & Trust February 2011 - January 2014
Friends of Fosterchildren SW FLorida 2011 - 2014
BMO Harris Private Banking September 2006 - February 2011
Wells Fargo 2001 - 2006
Skills
Wealth Management, Portfolio Management, Private Banking, Banking, Commercial Lending, Treasury Management, Loans, Credit, Commercial Banking, Small Business Lending, Credit Analysis, Investments, Consumer Lending, Financial Services, Wealth, Estate Planning, Commercial Mortgages, Mortgage Lending, Finance, Strategic Financial..., Financial Planning
Education
Hodges University 2009 — 2011
MBA, Business
University of North Texas 1992 — 1996
Bachelors in Business Administration, Entrepreneurship
CIC 1987 — 1991
High School Degree
Diego Suarez's Gibraltar Private Bank & Trust Experience June 2009 - August 2009
Job Associate, J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank January 2014 - Present
Morgan Stanley Wealth Management December 2012 - January 2014
UBS July 2010 - May 2012
Park Street Advisors Consulting September 2009 - December 2009
Gibraltar Private Bank & Trust June 2009 - August 2009
Morgan Stanley Smith Barney February 2009 - May 2009
Skills
Business Analysis, Project Management, Valuation, Strategic Analysis, Corporate Strategy, Microsoft Excel, Research, Management Consulting, Financial Analysis
Education
University of Miami
BBA, Finance
J.P. Morgan Private Bank January 2014 - Present
Morgan Stanley Wealth Management December 2012 - January 2014
UBS July 2010 - May 2012
Park Street Advisors Consulting September 2009 - December 2009
Gibraltar Private Bank & Trust June 2009 - August 2009
Morgan Stanley Smith Barney February 2009 - May 2009
Skills
Business Analysis, Project Management, Valuation, Strategic Analysis, Corporate Strategy, Microsoft Excel, Research, Management Consulting, Financial Analysis
Education
University of Miami
BBA, Finance
Michael Eisen Michael Eisen's Gibraltar Private Bank & Trust Experience June 2012 - August 2012
Job Equity Research Associate at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets August 2015 - Present
Boeing August 2013 - August 2015
Teach for America June 2011 - June 2013
Gibraltar Private Bank & Trust June 2012 - August 2012
Sigma Phi Epsilon November 2009 - December 2010
Skills
Leadership, Analysis, Marketing, Social Media Marketing, Management, Budgets, Teaching, Microsoft Excel, Public Speaking, Proposal Writing, Event Planning, Contract Negotiation, Fundraising, Program Management, Data Analysis, Finance
Education
University of Florida - Warrington College Of Business 2007 — 2011
BA, Business Administration
Cooper City High School
RBC Capital Markets August 2015 - Present
Boeing August 2013 - August 2015
Teach for America June 2011 - June 2013
Gibraltar Private Bank & Trust June 2012 - August 2012
Sigma Phi Epsilon November 2009 - December 2010
Skills
Leadership, Analysis, Marketing, Social Media Marketing, Management, Budgets, Teaching, Microsoft Excel, Public Speaking, Proposal Writing, Event Planning, Contract Negotiation, Fundraising, Program Management, Data Analysis, Finance
Education
University of Florida - Warrington College Of Business 2007 — 2011
BA, Business Administration
Cooper City High School
Deborah Koch Deborah Koch's Gibraltar Private Bank & Trust Experience June 2001 - October 2010
Job Vice President, Marketing at J.P. Morgan Private Bank
Industry Financial Services
Experience
JPMorgan Private Bank October 2010 - Present
Gibraltar Private Bank & Trust June 2001 - October 2010
Education
University of Florida 1987 — 1991
JPMorgan Private Bank October 2010 - Present
Gibraltar Private Bank & Trust June 2001 - October 2010
Education
University of Florida 1987 — 1991
William VanDresser William VanDresser's Gibraltar Private Bank & Trust Experience October 2011 - April 2015
Job Managing Partner Legacy Wealth Group
Industry Banking
Experience
Gibraltar Private Bank & Trust October 2011 - April 2015
Lydian Wealth April 2000 - October 2011
Skills
Private Banking, Portfolio Management
Education
The University of Akron 1988 — 1991
Master of Business Administration (MBA), Finance, General
The Ohio State University 1981 — 1985
Finance, General
Gibraltar Private Bank & Trust October 2011 - April 2015
Lydian Wealth April 2000 - October 2011
Skills
Private Banking, Portfolio Management
Education
The University of Akron 1988 — 1991
Master of Business Administration (MBA), Finance, General
The Ohio State University 1981 — 1985
Finance, General
Efrain Martinez Efrain Martinez's Gibraltar Private Bank & Trust Experience 2006 - 2008
Job SVP & Director of BSA/Compliance at Inter National Bank
Industry Banking
Experience
Inter National Bank June 2013 - Present
Lone Star National Bank April 2012 - May 2013
Security Bank NA February 2012 - March 2012
RSM McGladrey, Inc. August 2011 - January 2012
Ocean Bank September 2009 - May 2011
Gibraltar Private Bank & Trust 2006 - 2008
The International Bank of Miami, N.A. 2000 - 2006
Scotiabank 1998 - 2000
Banco Santander 1993 - 1998
Ocean Bank 1990 - 1993
Skills
AML, Bank Secrecy Act, OFAC, Banking, Internal Audit, Risk Management, KYC, USA PATRIOT Act, Auditing, CIP, Business Ethics, Loans, Team Leadership, Sanction, Due Diligence, Enterprise Risk..., Fraud, Financial Institutions, Financial Risk, Credit, Private Banking, Risk Assessment, Operational Risk, ACH, Operational Risk..., Commercial Lending, Credit Risk, Retail Banking, Financial Services, Credit Analysis, Consumer Lending, Anti Money Laundering, Small Business Lending, Financial Regulation, Core Banking, Cash Management, Wealth Management, Mortgage Lending, Certified Fraud Examiner, Treasury Management, Payments, Securities, Commercial Banking, Portfolio Management, Internet Banking, Branch Banking, Finance, Capital Markets, Cross Selling, Financial Analysis
Education
Universidad de Puerto Rico
BBA, Accounting
Inter National Bank June 2013 - Present
Lone Star National Bank April 2012 - May 2013
Security Bank NA February 2012 - March 2012
RSM McGladrey, Inc. August 2011 - January 2012
Ocean Bank September 2009 - May 2011
Gibraltar Private Bank & Trust 2006 - 2008
The International Bank of Miami, N.A. 2000 - 2006
Scotiabank 1998 - 2000
Banco Santander 1993 - 1998
Ocean Bank 1990 - 1993
Skills
AML, Bank Secrecy Act, OFAC, Banking, Internal Audit, Risk Management, KYC, USA PATRIOT Act, Auditing, CIP, Business Ethics, Loans, Team Leadership, Sanction, Due Diligence, Enterprise Risk..., Fraud, Financial Institutions, Financial Risk, Credit, Private Banking, Risk Assessment, Operational Risk, ACH, Operational Risk..., Commercial Lending, Credit Risk, Retail Banking, Financial Services, Credit Analysis, Consumer Lending, Anti Money Laundering, Small Business Lending, Financial Regulation, Core Banking, Cash Management, Wealth Management, Mortgage Lending, Certified Fraud Examiner, Treasury Management, Payments, Securities, Commercial Banking, Portfolio Management, Internet Banking, Branch Banking, Finance, Capital Markets, Cross Selling, Financial Analysis
Education
Universidad de Puerto Rico
BBA, Accounting
Susan Weeks, CRPS®'s Gibraltar Private Bank & Trust Experience September 2010 - September 2012
Job Vice President, Investment Relationship Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust September 2012 - Present
Gibraltar Private Bank & Trust September 2010 - September 2012
ING March 2008 - July 2009
GE Asset Management August 2005 - March 2008
State Street Research 2003 - 2005
Merrill Lynch 2002 - 2003
State Street Research 2001 - 2002
Merrill Lynch 1996 - 2001
Gensym Corporation January 1993 - March 1996
Skills
National Accounts, Retirement Plan..., New Business Development, Contract Negotiation, Team Management, Relationship Management, Strategic Planning, Intermediary..., Intermediary, Investments, Leadership, Management, Sales, Wealth Management, Cross-functional Team..., Business Development, Sales Management, Portfolio Management, Financial Services, Mutual Funds, Retirement Planning
Education
State University of New York at Albany
Bachelor of Science (B.S.), Business Administration and Management, General
Northern Trust September 2012 - Present
Gibraltar Private Bank & Trust September 2010 - September 2012
ING March 2008 - July 2009
GE Asset Management August 2005 - March 2008
State Street Research 2003 - 2005
Merrill Lynch 2002 - 2003
State Street Research 2001 - 2002
Merrill Lynch 1996 - 2001
Gensym Corporation January 1993 - March 1996
Skills
National Accounts, Retirement Plan..., New Business Development, Contract Negotiation, Team Management, Relationship Management, Strategic Planning, Intermediary..., Intermediary, Investments, Leadership, Management, Sales, Wealth Management, Cross-functional Team..., Business Development, Sales Management, Portfolio Management, Financial Services, Mutual Funds, Retirement Planning
Education
State University of New York at Albany
Bachelor of Science (B.S.), Business Administration and Management, General
Anders Meader Anders Meader's Gibraltar Private Bank & Trust Experience June 2007 - August 2007
Job
Industry
Experience
Law Offices of Maria E May 2008 - April 2009
Gibraltar Private Bank & Trust June 2007 - August 2007
Sovereign Bank December 2005 - July 2006
Salem Five Cents Bank December 2004 - January 2005
Education
University of Miami School of Law
Juris Doctor
University of Wisconsin-Madison
Bachelor of Arts, Legal Studies and Political Science
Law Offices of Maria E May 2008 - April 2009
Gibraltar Private Bank & Trust June 2007 - August 2007
Sovereign Bank December 2005 - July 2006
Salem Five Cents Bank December 2004 - January 2005
Education
University of Miami School of Law
Juris Doctor
University of Wisconsin-Madison
Bachelor of Arts, Legal Studies and Political Science
Anna Nolte, MBA Anna Nolte, MBA's Gibraltar Private Bank & Trust Experience March 2014 - Present
Job Assistant Vice President, Client Service Manager
Industry Banking
Experience
Gibraltar Private Bank & Trust March 2014 - Present
University credit union May 2013 - March 2014
BankUnited November 2011 - May 2013
Regions Financial Corporation June 2008 - November 2011
Skills
Loans, Small Business Lending, Consumer Lending, Lines Of Credit, Sales, Banking, Cross Selling, Fundraising, Community Outreach, Credit, Retail Banking, Credit Analysis, Deposits, Commercial Banking, Commercial Lending, Branch Banking, Loan Origination, Commercial Mortgages, Treasury Management, Cash Management, Relationship Management, Leadership, Branch Management, Internet Banking, Financial Analysis, Risk Management, Investments
Education
University of Florida 2011 — 2012
Masters of Business Administration, Business Professional Program
University of Florida
Bachelor of science in business administration, Management & Non profit organization
Gibraltar Private Bank & Trust March 2014 - Present
University credit union May 2013 - March 2014
BankUnited November 2011 - May 2013
Regions Financial Corporation June 2008 - November 2011
Skills
Loans, Small Business Lending, Consumer Lending, Lines Of Credit, Sales, Banking, Cross Selling, Fundraising, Community Outreach, Credit, Retail Banking, Credit Analysis, Deposits, Commercial Banking, Commercial Lending, Branch Banking, Loan Origination, Commercial Mortgages, Treasury Management, Cash Management, Relationship Management, Leadership, Branch Management, Internet Banking, Financial Analysis, Risk Management, Investments
Education
University of Florida 2011 — 2012
Masters of Business Administration, Business Professional Program
University of Florida
Bachelor of science in business administration, Management & Non profit organization
Troy Sterba CFP® Troy Sterba CFP®'s Gibraltar Private Bank & Trust Experience June 2011 - Present
Job Private Wealth Advisor at Gibraltar Private Bank & Trust
Industry Investment Management
Experience
Gibraltar Private Bank & Trust June 2011 - Present
Infinex Financial Group August 2011 - Present
BankUnited August 2006 - June 2011
Citibank 2001 - 2002
First Union National Bank 1990 - 2001
Education
University of Miami - School of Business 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance
Gibraltar Private Bank & Trust June 2011 - Present
Infinex Financial Group August 2011 - Present
BankUnited August 2006 - June 2011
Citibank 2001 - 2002
First Union National Bank 1990 - 2001
Education
University of Miami - School of Business 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance
Ivonne Madera's Gibraltar Private Bank & Trust Experience July 2015 - Present
Job Assistant Client Service Manager at Gibraltar Private Bank & Trust
Industry Banking
Experience
Gibraltar Private Bank & Trust July 2015 - Present
PNC Bank March 2014 - July 2015
Citi April 2011 - March 2014
CitiFinancial November 2008 - April 2011
Countrywide Full Spectrum February 2005 - October 2008
Skills
Cross Selling, Consumer Lending, Retail Banking, Small Business Lending, Loans, Credit, Commercial Banking, Banking, Mortgage Lending, Commercial Lending, Credit Analysis, Customer Service, Financial Analysis, Investments, Loan Origination, Small Business, Credit Risk, Private Banking, Lines Of Credit, Sales, Mortgage Banking, Deposits, Credit Cards, Home Equity Loans, Residential Mortgages, Loan Servicing, Mortgage Underwriting, Refinance, Cash Management, Finance, Relationship Management, Financial Services, Underwriting
Education
Universidad Metropolitana 2010 — 2014
Masters of Business Administration (MBA), Human Resources Management/Personnel Administration, General
Universidad Metropolitana 1990 — 1994
Bachelor's degree, Business Administration and Management, General
Gibraltar Private Bank & Trust July 2015 - Present
PNC Bank March 2014 - July 2015
Citi April 2011 - March 2014
CitiFinancial November 2008 - April 2011
Countrywide Full Spectrum February 2005 - October 2008
Skills
Cross Selling, Consumer Lending, Retail Banking, Small Business Lending, Loans, Credit, Commercial Banking, Banking, Mortgage Lending, Commercial Lending, Credit Analysis, Customer Service, Financial Analysis, Investments, Loan Origination, Small Business, Credit Risk, Private Banking, Lines Of Credit, Sales, Mortgage Banking, Deposits, Credit Cards, Home Equity Loans, Residential Mortgages, Loan Servicing, Mortgage Underwriting, Refinance, Cash Management, Finance, Relationship Management, Financial Services, Underwriting
Education
Universidad Metropolitana 2010 — 2014
Masters of Business Administration (MBA), Human Resources Management/Personnel Administration, General
Universidad Metropolitana 1990 — 1994
Bachelor's degree, Business Administration and Management, General
Chase Grund's Gibraltar Private Bank & Trust Experience October 2014 - January 2015
Job Associate Trading Risk Analyst at NextEra Energy, Inc.
Industry Oil & Energy
Experience
NextEra Energy Resources June 2015 - August 2015
Gibraltar Private Bank & Trust October 2014 - January 2015
Morgan Stanley Wealth Management June 2014 - August 2014
TKQ October 2012 - April 2013
Skills
Social Networking, Photoshop, Microsoft Excel, Bloomberg Terminal, C++, Customer Service, Data Analysis, Financial Analysis, Management
Education
University of Miami - School of Business 2012 — 2016
BSBA, Finance, Senior
NextEra Energy Resources June 2015 - August 2015
Gibraltar Private Bank & Trust October 2014 - January 2015
Morgan Stanley Wealth Management June 2014 - August 2014
TKQ October 2012 - April 2013
Skills
Social Networking, Photoshop, Microsoft Excel, Bloomberg Terminal, C++, Customer Service, Data Analysis, Financial Analysis, Management
Education
University of Miami - School of Business 2012 — 2016
BSBA, Finance, Senior
Juan Escudero Juan Escudero's Gibraltar Private Bank & Trust Experience October 2014 - January 2015
Job Credit Product Analyst at Citi
Industry Banking
Experience
Citi February 2015 - Present
Gibraltar Private Bank & Trust October 2014 - January 2015
Banco Santander May 2013 - December 2013
VIctory Petroleum February 2011 - September 2012
Lafise Bank February 2010 - January 2011
Skills
IBM AS/400, SAS, Sage MAS200, Gretl, Mathlab, QuickBooks, Financial Analysis, Commercial Banking, Management, Banking, CRM, Analysis, Budgets, Risk Management, Credit, Finance
Education
Universidad de Navarra / University of Navarra 2012 — 2013
Master's degree, Banking and Financial Regulation
University of Florida 2008 — 2009
Bachelor of Science (B.S.), Agricultural Economics
Citi February 2015 - Present
Gibraltar Private Bank & Trust October 2014 - January 2015
Banco Santander May 2013 - December 2013
VIctory Petroleum February 2011 - September 2012
Lafise Bank February 2010 - January 2011
Skills
IBM AS/400, SAS, Sage MAS200, Gretl, Mathlab, QuickBooks, Financial Analysis, Commercial Banking, Management, Banking, CRM, Analysis, Budgets, Risk Management, Credit, Finance
Education
Universidad de Navarra / University of Navarra 2012 — 2013
Master's degree, Banking and Financial Regulation
University of Florida 2008 — 2009
Bachelor of Science (B.S.), Agricultural Economics
Elden LeGaux Elden LeGaux's Gibraltar Private Bank & Trust Experience January 2012 - April 2015
Job Managing Partner at Legacy Wealth Group, LLC
Industry Financial Services
Experience
Legacy Wealth Group, LLC April 2015 - Present
Gibraltar Private Bank & Trust January 2012 - April 2015
PMstudy.com January 2011 - January 2012
Gaux-Gaux Enterprises, LLC 2007 - 2012
GLOBAL WEALTH MANAGEMENT PARTNERS January 2006 - December 2006
U.S. TRUST COMPANY May 1999 - November 2005
NORTH CAROLINA TRUST COMPANY April 1990 - May 1999
Skills
Business Strategy, Process Improvement, Project Portfolio..., Performance Improvement, Project Management, Wealth Management..., Strategic Planning, Financial Services, Portfolio Management, Wealth Management, Strategy, Change Management, Business Analysis, Management, Business Process..., Cross-functional Team...
Education
Virginia Commonwealth University - School of Business 1989 — 1990
Graduate Studies in Business Administration
University of Mary Washington 1979 — 1983
Bachelor of Science, Business Administration; Mathematics
Legacy Wealth Group, LLC April 2015 - Present
Gibraltar Private Bank & Trust January 2012 - April 2015
PMstudy.com January 2011 - January 2012
Gaux-Gaux Enterprises, LLC 2007 - 2012
GLOBAL WEALTH MANAGEMENT PARTNERS January 2006 - December 2006
U.S. TRUST COMPANY May 1999 - November 2005
NORTH CAROLINA TRUST COMPANY April 1990 - May 1999
Skills
Business Strategy, Process Improvement, Project Portfolio..., Performance Improvement, Project Management, Wealth Management..., Strategic Planning, Financial Services, Portfolio Management, Wealth Management, Strategy, Change Management, Business Analysis, Management, Business Process..., Cross-functional Team...
Education
Virginia Commonwealth University - School of Business 1989 — 1990
Graduate Studies in Business Administration
University of Mary Washington 1979 — 1983
Bachelor of Science, Business Administration; Mathematics
Dawn Palavecino Dawn Palavecino's Gibraltar Private Bank & Trust Experience March 2006 - August 2007
Job Owner/President at CPR Cell Phone Repair South Dade
Industry Retail
Experience
CPR - Cell Phone Repair - South Dade March 2012 - Present
Northern Trust September 2007 - November 2011
Gibraltar Private Bank & Trust March 2006 - August 2007
Northern Trust June 1996 - February 2006
Bank of America November 1995 - May 1996
Bank of America October 1993 - October 1995
Bank of America October 1992 - October 1993
Education
University of Florida
Bachelor of Science (B.S.), Finance, General
University of Florida
Bachelor of Science (B.S.), Finance, General
CPR - Cell Phone Repair - South Dade March 2012 - Present
Northern Trust September 2007 - November 2011
Gibraltar Private Bank & Trust March 2006 - August 2007
Northern Trust June 1996 - February 2006
Bank of America November 1995 - May 1996
Bank of America October 1993 - October 1995
Bank of America October 1992 - October 1993
Education
University of Florida
Bachelor of Science (B.S.), Finance, General
University of Florida
Bachelor of Science (B.S.), Finance, General
Hans C. Mueller Hans C. Mueller's Gibraltar Private Bank & Trust Experience 2009 - 2013
Job Seaside National Bank and Trust Company
Industry Banking
Experience
Seaside National Bank and Trust Company August 2013 - Present
Gibraltar Private Bank & Trust 2009 - 2013
American Finanical Corp 1999 - 2010
Coconut Grove Bank May 2007 - December 2009
Coconut Grove Bank April 2005 - December 2009
Beach Bank 2002 - 2004
SE Bank 1974 - 1982
Skills
OFAC, Loans, AML, Risk Management, Mortgage Lending, Wealth Management, Financial Analysis, Strategic Planning, Contract Negotiation, Change Management, Customer Service, Fraud, Commercial Lending, Financial Risk, Portfolio Management, Commercial Banking, Private Banking, Investments, Credit Analysis, Internet Banking, Financial Institutions, Asset Management, Management, Due Diligence, Finance, Consumer Lending, Credit, Small Business Lending
Education
University of Wisconsin-Madison 1975 — 1977
Graduate Banking Degree, Banking and Finance
St. Edward's University 1970 — 1974
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Seaside National Bank and Trust Company August 2013 - Present
Gibraltar Private Bank & Trust 2009 - 2013
American Finanical Corp 1999 - 2010
Coconut Grove Bank May 2007 - December 2009
Coconut Grove Bank April 2005 - December 2009
Beach Bank 2002 - 2004
SE Bank 1974 - 1982
Skills
OFAC, Loans, AML, Risk Management, Mortgage Lending, Wealth Management, Financial Analysis, Strategic Planning, Contract Negotiation, Change Management, Customer Service, Fraud, Commercial Lending, Financial Risk, Portfolio Management, Commercial Banking, Private Banking, Investments, Credit Analysis, Internet Banking, Financial Institutions, Asset Management, Management, Due Diligence, Finance, Consumer Lending, Credit, Small Business Lending
Education
University of Wisconsin-Madison 1975 — 1977
Graduate Banking Degree, Banking and Finance
St. Edward's University 1970 — 1974
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Michael Tynan Michael Tynan's Gibraltar Private Bank & Trust Experience January 2007 - October 2010
Job AVP/Entertainment Account Officer at City National Bank
Industry Banking
Experience
City National Bank November 2010 - Present
Gibraltar Private Bank & Trust January 2007 - October 2010
Gibraltar Private Bank & Trust January 2007 - June 2009
Union State Bank March 2006 - January 2007
Union State Bank July 2005 - March 2006
Union State Bank August 2004 - July 2005
Skills
Customer Relations, Banking, Customer Service, Documentation, Word, Excel, Microsoft Office, Commercial Banking, Microsoft Excel, Retail Banking, Social Media, Training
Education
University of Rochester 2000 — 2004
BA, Psychology
City National Bank November 2010 - Present
Gibraltar Private Bank & Trust January 2007 - October 2010
Gibraltar Private Bank & Trust January 2007 - June 2009
Union State Bank March 2006 - January 2007
Union State Bank July 2005 - March 2006
Union State Bank August 2004 - July 2005
Skills
Customer Relations, Banking, Customer Service, Documentation, Word, Excel, Microsoft Office, Commercial Banking, Microsoft Excel, Retail Banking, Social Media, Training
Education
University of Rochester 2000 — 2004
BA, Psychology
Colleen M. Murphy's Gibraltar Private Bank & Trust Experience April 2007 - September 2010
Job Senior Wealth Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management December 2014 - Present
Colleen M Murphy Consulting Services May 2012 - December 2014
Community Foundation of Collier County, Inc. October 2010 - May 2012
Gibraltar Private Bank & Trust April 2007 - September 2010
Merrill Lynch January 2005 - April 2007
Skills
Private Banking, Investment Management, Personal Financial..., Life Insurance, Budget Preparation and..., Certified Public..., Deposit and Loan Growth, Staff-Development,..., Trust Management, Non Profit Leadership, New Business Development, Strategic Planning, Nonprofits, Mortgage Lending, Finance, Wealth Management, Strategic Financial..., Banking, Asset Management, Mutual Funds, Asset Allocation, Investment Advisory, Business Planning, Portfolio Management, Loans, Investments, Wealth, Securities, Estate Planning, Investment Strategies, Alternative Investments, Financial Services, Retirement Planning, Series 7, Commercial Lending, Credit, Financial Analysis, Equities, Budgets, Fixed Income, High Net Worth..., Financial Planning
Education
State University of New York College at Oswego
Bachelor of Science, Business Administration and Accounting
BNY Mellon Wealth Management December 2014 - Present
Colleen M Murphy Consulting Services May 2012 - December 2014
Community Foundation of Collier County, Inc. October 2010 - May 2012
Gibraltar Private Bank & Trust April 2007 - September 2010
Merrill Lynch January 2005 - April 2007
Skills
Private Banking, Investment Management, Personal Financial..., Life Insurance, Budget Preparation and..., Certified Public..., Deposit and Loan Growth, Staff-Development,..., Trust Management, Non Profit Leadership, New Business Development, Strategic Planning, Nonprofits, Mortgage Lending, Finance, Wealth Management, Strategic Financial..., Banking, Asset Management, Mutual Funds, Asset Allocation, Investment Advisory, Business Planning, Portfolio Management, Loans, Investments, Wealth, Securities, Estate Planning, Investment Strategies, Alternative Investments, Financial Services, Retirement Planning, Series 7, Commercial Lending, Credit, Financial Analysis, Equities, Budgets, Fixed Income, High Net Worth..., Financial Planning
Education
State University of New York College at Oswego
Bachelor of Science, Business Administration and Accounting
Stephen Lassett, CIA, CFSA's Gibraltar Private Bank & Trust Experience August 2012 - Present
Job AVP & Internal Auditor at Gibraltar Private Bank & Trust
Industry Banking
Experience
Gibraltar Private Bank & Trust August 2012 - Present
BankUnited January 2009 - August 2012
BankUnited June 2006 - January 2009
Nicollet Capital Investors September 2005 - December 2005
Skills
SOX, Internal Audit, Auditing, Banking, Internal Controls, Sarbanes-Oxley Act, Risk Assessment, COSO, Financial Risk, Accounting, Operational Risk, Enterprise Risk..., Sarbanes-Oxley, Management, Bank Secrecy Act, Credit
Education
University of Minnesota-Twin Cities 2002 — 2006
Bachelor of Science in Business, Management
Gibraltar Private Bank & Trust August 2012 - Present
BankUnited January 2009 - August 2012
BankUnited June 2006 - January 2009
Nicollet Capital Investors September 2005 - December 2005
Skills
SOX, Internal Audit, Auditing, Banking, Internal Controls, Sarbanes-Oxley Act, Risk Assessment, COSO, Financial Risk, Accounting, Operational Risk, Enterprise Risk..., Sarbanes-Oxley, Management, Bank Secrecy Act, Credit
Education
University of Minnesota-Twin Cities 2002 — 2006
Bachelor of Science in Business, Management
Yvette Rowe's Gibraltar Private Bank & Trust Experience May 2011 - Present
Job Vice President, Special Assets at Gibraltar Private Bank & Trust
Industry Banking
Experience
Gibraltar Private Bank & Trust May 2011 - Present
Banking Consultant February 2010 - February 2011
Interamerican Bank November 2006 - January 2008
Mercantil Commercebank May 1998 - October 2006
N.A.P.M.W. 2004 - 2006
Republic National Bank of Miami 1990 - 1998
Central Savings and Loan of Stuart 1986 - 1990
Skills
Loans, Credit, Underwriting, Consumer Lending, Real Estate, Commercial Lending, Mortgage Lending, Banking, Loan Servicing, Refinance, Investments, Credit Analysis, Small Business Lending, Commercial Mortgages, Loan Origination
Education
University of Phoenix 1994 — 1998
Masters, Management/Business Administration
Gibraltar Private Bank & Trust May 2011 - Present
Banking Consultant February 2010 - February 2011
Interamerican Bank November 2006 - January 2008
Mercantil Commercebank May 1998 - October 2006
N.A.P.M.W. 2004 - 2006
Republic National Bank of Miami 1990 - 1998
Central Savings and Loan of Stuart 1986 - 1990
Skills
Loans, Credit, Underwriting, Consumer Lending, Real Estate, Commercial Lending, Mortgage Lending, Banking, Loan Servicing, Refinance, Investments, Credit Analysis, Small Business Lending, Commercial Mortgages, Loan Origination
Education
University of Phoenix 1994 — 1998
Masters, Management/Business Administration
Henry Farfan's Gibraltar Private Bank & Trust Experience December 2011 - March 2013
Job Assistant Vice President at TotalBank
Industry Banking
Experience
TotalBank March 2013 - Present
Gibraltar Private Bank & Trust December 2011 - March 2013
BankUnited August 2005 - August 2011
Skills
Lines Of Credit, Term Loans, Commercial Lending, Commercial Credit, Loans, Credit, Credit Administration, Commercial Mortgages, Credit Review, Mortgage Lending, Credit Risk, Banking, Commercial Banking, Credit Analysis, Small Business Lending, Cash Management
Education
University of Miami - School of Business 2001 — 2002
MBA, Accounting
University of Florida 1996 — 1997
BSBA, Finance
Miami-Dade Community College 1992 — 1996
AA, Business
South Miami High School 1989 — 1992
Diploma, General
TotalBank March 2013 - Present
Gibraltar Private Bank & Trust December 2011 - March 2013
BankUnited August 2005 - August 2011
Skills
Lines Of Credit, Term Loans, Commercial Lending, Commercial Credit, Loans, Credit, Credit Administration, Commercial Mortgages, Credit Review, Mortgage Lending, Credit Risk, Banking, Commercial Banking, Credit Analysis, Small Business Lending, Cash Management
Education
University of Miami - School of Business 2001 — 2002
MBA, Accounting
University of Florida 1996 — 1997
BSBA, Finance
Miami-Dade Community College 1992 — 1996
AA, Business
South Miami High School 1989 — 1992
Diploma, General
Danny Cuervo's Gibraltar Private Bank & Trust Experience September 2005 - April 2007
Job Principal at Private Risk Managers
Industry Insurance
Experience
Private Risk Managers November 2012 - Present
Tom Gallagher Insurance January 2008 - November 2012
Next In Line 2005 - 2008
Gibraltar Private Bank & Trust September 2005 - April 2007
Skills
Project Management, Team Building, Advertising, Microsoft Office, Online Advertising, Insurance, Strategic Planning, Real Estate, Social Media, Email Marketing, Marketing Strategy, PPC
Education
University of Florida 2000 — 2005
Bachelor, Advertising
New World School of the Arts 1996 — 2000
Visual Arts Magnet, Fine Arts Major
Private Risk Managers November 2012 - Present
Tom Gallagher Insurance January 2008 - November 2012
Next In Line 2005 - 2008
Gibraltar Private Bank & Trust September 2005 - April 2007
Skills
Project Management, Team Building, Advertising, Microsoft Office, Online Advertising, Insurance, Strategic Planning, Real Estate, Social Media, Email Marketing, Marketing Strategy, PPC
Education
University of Florida 2000 — 2005
Bachelor, Advertising
New World School of the Arts 1996 — 2000
Visual Arts Magnet, Fine Arts Major
Michelle La Llave's Gibraltar Private Bank & Trust Experience April 2015 - Present
Job Real Estate Assistant
Industry Real Estate
Experience
Miami Condo Investments October 2015 - Present
Gibraltar Private Bank & Trust April 2015 - Present
Splash Realty and South Beach Title Group June 2014 - Present
Prospect Equities® June 2013 - June 2014
UNIDAD of Miami Beach June 2012 - June 2013
Macy's Florida 2008 - 2009
Keller Williams Realty 2005 - 2008
Keller Williams Miami Shores 2005 - 2007
Macy's Florida 2000 - 2005
Avanti Press 1997 - 2000
Skills
Advertising, Marketing, Copywriting, Creative Writing, Marketing Communications, Sellers, Buyers, Editing, Social Media Marketing, Real Estate, Social Media, Luxury, Strategic Planning, Online Marketing, Public Relations, Fashion, Event Planning, Direct Marketing, Marketing Strategy, Brand Development, Leadership, Social Networking, Creative Direction
Education
Saint John's University 1989 — 1993
BA, Journalism
St. John's University 1989 — 1992
Bachelor of Science (B.S.), Journalism
Miami Condo Investments October 2015 - Present
Gibraltar Private Bank & Trust April 2015 - Present
Splash Realty and South Beach Title Group June 2014 - Present
Prospect Equities® June 2013 - June 2014
UNIDAD of Miami Beach June 2012 - June 2013
Macy's Florida 2008 - 2009
Keller Williams Realty 2005 - 2008
Keller Williams Miami Shores 2005 - 2007
Macy's Florida 2000 - 2005
Avanti Press 1997 - 2000
Skills
Advertising, Marketing, Copywriting, Creative Writing, Marketing Communications, Sellers, Buyers, Editing, Social Media Marketing, Real Estate, Social Media, Luxury, Strategic Planning, Online Marketing, Public Relations, Fashion, Event Planning, Direct Marketing, Marketing Strategy, Brand Development, Leadership, Social Networking, Creative Direction
Education
Saint John's University 1989 — 1993
BA, Journalism
St. John's University 1989 — 1992
Bachelor of Science (B.S.), Journalism
Barbara Mofsky's Gibraltar Private Bank & Trust Experience 1998 - Present
Job Vice Pres., Mortgage Banking at Gibraltar Private Bank & Trust
Industry Financial Services
Experience
Gibraltar Private Bank & Trust 1998 - Present
Education
University of Miami
Gibraltar Private Bank & Trust 1998 - Present
Education
University of Miami
Aristides Sastre's Gibraltar Private Bank & Trust Experience May 2010 - Present
Job SVP Residential Mortgage Operations Director at Gibraltar Private Bank & Trust
Industry Banking
Experience
Gibraltar Private Bank & Trust May 2010 - Present
Ocean Bank January 2009 - May 2010
Vertex Mortgage Bankers June 2005 - July 2008
Skills
Credit Risk, Mortgage Lending, Loan Compliance, Banking, Credit, Risk Management, Commercial Lending, Credit Analysis, Portfolio Management, Financial Analysis, Fraud, Due Diligence, Consumer Lending, Commercial Mortgages, Bank Secrecy Act, Retail Banking, Financial Risk, Mortgage Banking, Loan Origination, Mortgage Underwriting
Education
University of Miami - School of Business 1973 — 1974
MBA, Finance
University of Miami - School of Business 1969 — 1973
BBA, Finance
Gibraltar Private Bank & Trust May 2010 - Present
Ocean Bank January 2009 - May 2010
Vertex Mortgage Bankers June 2005 - July 2008
Skills
Credit Risk, Mortgage Lending, Loan Compliance, Banking, Credit, Risk Management, Commercial Lending, Credit Analysis, Portfolio Management, Financial Analysis, Fraud, Due Diligence, Consumer Lending, Commercial Mortgages, Bank Secrecy Act, Retail Banking, Financial Risk, Mortgage Banking, Loan Origination, Mortgage Underwriting
Education
University of Miami - School of Business 1973 — 1974
MBA, Finance
University of Miami - School of Business 1969 — 1973
BBA, Finance
Caroline Waldmann's Gibraltar Private Bank & Trust Experience March 2003 - Present
Job VP at Gibraltar Private Bank & Trust
Industry Banking
Experience
Gibraltar Private Bank & Trust March 2003 - Present
Goldman Sachs 2001 - 2003
Goldman Sachs 2001 - 2003
Citigroup July 1996 - June 1999
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
University of Pennsylvania 1992 — 1996
BA, Psychology
Gibraltar Private Bank & Trust March 2003 - Present
Goldman Sachs 2001 - 2003
Goldman Sachs 2001 - 2003
Citigroup July 1996 - June 1999
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
University of Pennsylvania 1992 — 1996
BA, Psychology
Anna Libia Salado AML/CA's Gibraltar Private Bank & Trust Experience June 2014 - Present
Job SENIOR AML RISK ANALYST at GIBRALTAR PRIVATE BANK & TRUST
Industry Banking
Experience
Gibraltar Private Bank & Trust June 2014 - Present
GIBRALTAR KPRIVATE BANK & TRUST June 2014 - Present
ASCENDO RESOURCES October 2013 - Present
Intercredit Bank, NA September 2012 - September 2013
SunTrust Bank June 2006 - November 2011
The Bank of New York September 1990 - June 2006
The Bank of New York August 1990 - June 2006
Skills
Proficient in both..., MS Office Suite, MS PowerPoint, MS..., Banking, Cash Management, Credit, Loans, AML, Commercial Banking, Risk Management, Payments, Retail Banking, Wealth Management, Investments, Securities, Investment Banking, Portfolio Management, Due Diligence, Microsoft Office, Business Development, Trade Finance, Management, Private Banking, KYC, Financial Risk, Operational Risk, Credit Risk, Consumer Lending, Finance, Credit Analysis, Treasury Management, Mortgage Lending, Financial Services, Capital Markets, Relationship Management, Bank Secrecy Act, Analysis, OFAC, Anti Money Laundering
Education
American Institute of Banking (AIB) 1998 — 2001
Certificate in International Banking
Universidad APEC 1984 — 1988
bachellors, Business Administration
Gibraltar Private Bank & Trust June 2014 - Present
GIBRALTAR KPRIVATE BANK & TRUST June 2014 - Present
ASCENDO RESOURCES October 2013 - Present
Intercredit Bank, NA September 2012 - September 2013
SunTrust Bank June 2006 - November 2011
The Bank of New York September 1990 - June 2006
The Bank of New York August 1990 - June 2006
Skills
Proficient in both..., MS Office Suite, MS PowerPoint, MS..., Banking, Cash Management, Credit, Loans, AML, Commercial Banking, Risk Management, Payments, Retail Banking, Wealth Management, Investments, Securities, Investment Banking, Portfolio Management, Due Diligence, Microsoft Office, Business Development, Trade Finance, Management, Private Banking, KYC, Financial Risk, Operational Risk, Credit Risk, Consumer Lending, Finance, Credit Analysis, Treasury Management, Mortgage Lending, Financial Services, Capital Markets, Relationship Management, Bank Secrecy Act, Analysis, OFAC, Anti Money Laundering
Education
American Institute of Banking (AIB) 1998 — 2001
Certificate in International Banking
Universidad APEC 1984 — 1988
bachellors, Business Administration
Tatayana Costa's Gibraltar Private Bank & Trust Experience October 2006 - May 2009
Job AVP Branch Amdministration at United Nations Federal credit Union
Industry Banking
Experience
United Nations Federal credit Union February 2010 - Present
Gibraltar Private Bank & Trust October 2006 - May 2009
People's United Bank November 2002 - October 2006
Education
University of Connecticut 1998 — 2001
International Finance
United Nations Federal credit Union February 2010 - Present
Gibraltar Private Bank & Trust October 2006 - May 2009
People's United Bank November 2002 - October 2006
Education
University of Connecticut 1998 — 2001
International Finance
Teresa Manrara's Gibraltar Private Bank & Trust Experience September 2011 - Present
Job Vice President Private Banker at Gibraltar Private Bank & Trust
Industry Banking
Experience
Gibraltar Private Bank & Trust September 2011 - Present
BankUnited May 2010 - September 2011
BankUnited June 2007 - May 2010
BankUnited June 2006 - June 2007
Skills
Small Business Lending, Commercial Lending, B2C Marketing, Banking, Business Development, Business Growth..., Business Networking, CRM, Cash Management, Client Development, Commercial Banking, Client Retention..., Client Relations, Consumer Lending, Client Rapport, Credit, Credit Analysis, Cross Selling, Customer Service, Deposits, Email Marketing, Finance, Financial Services, Investments, Lines Of Credit, Loans, Management, Mortgage Banking, Marketing Strategy, Portfolio Management, Presentation Development, Private Banking, Relationship Management, Public Speaking, Sales, Retail Banking, Sales Growth, Treasury Management, Wealth Management, Wealth Management..., Strategic Communications, Sales Presentations
Education
Spring Hill College 2002 — 2006
BS, Marketing
Our Lady of Lourdes Academy 1998 — 2002
Gibraltar Private Bank & Trust September 2011 - Present
BankUnited May 2010 - September 2011
BankUnited June 2007 - May 2010
BankUnited June 2006 - June 2007
Skills
Small Business Lending, Commercial Lending, B2C Marketing, Banking, Business Development, Business Growth..., Business Networking, CRM, Cash Management, Client Development, Commercial Banking, Client Retention..., Client Relations, Consumer Lending, Client Rapport, Credit, Credit Analysis, Cross Selling, Customer Service, Deposits, Email Marketing, Finance, Financial Services, Investments, Lines Of Credit, Loans, Management, Mortgage Banking, Marketing Strategy, Portfolio Management, Presentation Development, Private Banking, Relationship Management, Public Speaking, Sales, Retail Banking, Sales Growth, Treasury Management, Wealth Management, Wealth Management..., Strategic Communications, Sales Presentations
Education
Spring Hill College 2002 — 2006
BS, Marketing
Our Lady of Lourdes Academy 1998 — 2002
Irene Schweigel's Gibraltar Private Bank & Trust Experience May 2011 - August 2012
Job SVP, Credit Review Manager South Region at BankUnited
Industry Banking
Experience
BankUnited August 2014 - Present
Sabadell United Bank February 2014 - August 2014
CEIS Review Inc. September 2012 - January 2014
Gibraltar Private Bank & Trust May 2011 - August 2012
1st United Bank formerly The Bank of Miami March 2009 - February 2011
Mercantil Commercebank, N.A. June 2008 - February 2009
Mercantil Commercebank N.A. 2006 - June 2008
Mercantil Commercebank N.A. 2004 - 2006
Mercantil Commercebank, N.A. 2000 - 2004
Skills
Credit Risk Management, Impairment Analysis, Loan Loss Reserves, Early Recognition of..., Loan Workouts, Note A/B TDR, Short Sales, Credit Policy, Loan Review, Credit, Loans, Credit Risk, Small Business Lending, Analysis, Financial Risk, Sales, Loss, Financial Analysis, Mortgage Lending, Operational Risk, Business Development, Management, Consumer Lending, Risk Assessment, Due Diligence, Retail Banking, Insurance, Banking
Education
Instituto de Estudios Superiores de Administración (IESA)
PAG, Advanced Management Program
Banco Mercantil, Caracas, Venezuela
Credit Training Program
Universidad Central de Venezuela
Economist, Economics
BankUnited August 2014 - Present
Sabadell United Bank February 2014 - August 2014
CEIS Review Inc. September 2012 - January 2014
Gibraltar Private Bank & Trust May 2011 - August 2012
1st United Bank formerly The Bank of Miami March 2009 - February 2011
Mercantil Commercebank, N.A. June 2008 - February 2009
Mercantil Commercebank N.A. 2006 - June 2008
Mercantil Commercebank N.A. 2004 - 2006
Mercantil Commercebank, N.A. 2000 - 2004
Skills
Credit Risk Management, Impairment Analysis, Loan Loss Reserves, Early Recognition of..., Loan Workouts, Note A/B TDR, Short Sales, Credit Policy, Loan Review, Credit, Loans, Credit Risk, Small Business Lending, Analysis, Financial Risk, Sales, Loss, Financial Analysis, Mortgage Lending, Operational Risk, Business Development, Management, Consumer Lending, Risk Assessment, Due Diligence, Retail Banking, Insurance, Banking
Education
Instituto de Estudios Superiores de Administración (IESA)
PAG, Advanced Management Program
Banco Mercantil, Caracas, Venezuela
Credit Training Program
Universidad Central de Venezuela
Economist, Economics
Thomas Moriarty's Gibraltar Private Bank & Trust Experience September 2014 - Present
Job Investment Analyst
Industry Financial Services
Experience
Gibraltar Private Bank & Trust September 2014 - Present
Gibraltar Private Bank & Trust May 2013 - September 2014
Gibraltar Private Bank & Trust November 2011 - May 2013
Banco LAFISE BANCENTRO March 2011 - October 2011
Banco LAFISE BANCENTRO September 2010 - March 2011
Corporacion Roberto Teran, S.A. June 2009 - August 2009
Skills
Commercial Lending, Credit, Finance, Investments, Sales, Banking, Commercial Banking, Credit Analysis, Financial Analysis, Portfolio Management, Loans, Small Business Lending, Wealth Management
Education
University of Florida - Warrington College of Business Administration 2005 — 2009
Finance, Entrepreneurship
Gibraltar Private Bank & Trust September 2014 - Present
Gibraltar Private Bank & Trust May 2013 - September 2014
Gibraltar Private Bank & Trust November 2011 - May 2013
Banco LAFISE BANCENTRO March 2011 - October 2011
Banco LAFISE BANCENTRO September 2010 - March 2011
Corporacion Roberto Teran, S.A. June 2009 - August 2009
Skills
Commercial Lending, Credit, Finance, Investments, Sales, Banking, Commercial Banking, Credit Analysis, Financial Analysis, Portfolio Management, Loans, Small Business Lending, Wealth Management
Education
University of Florida - Warrington College of Business Administration 2005 — 2009
Finance, Entrepreneurship
Andy Pino's Gibraltar Private Bank & Trust Experience September 2013 - Present
Job Private Banker at Gibraltar Private Bank & Trust
Industry Banking
Experience
Gibraltar Private Bank & Trust September 2013 - Present
Gibraltar Private Bank & Trust September 2011 - September 2013
Gibraltar Private Bank & Trust September 2009 - September 2011
Coconut Grove Bank April 2008 - September 2009
SunTrust Bank January 2006 - April 2008
Skills
Banking, Commercial Lending, Loans, Credit, Credit Analysis, Commercial Banking, Small Business Lending, Portfolio Management, Risk Management, Mortgage Lending, Private Banking, Financial Analysis, Financial Risk, Consumer Lending
Education
University of Florida
Bachelor's degree, Finance, General
Gibraltar Private Bank & Trust September 2013 - Present
Gibraltar Private Bank & Trust September 2011 - September 2013
Gibraltar Private Bank & Trust September 2009 - September 2011
Coconut Grove Bank April 2008 - September 2009
SunTrust Bank January 2006 - April 2008
Skills
Banking, Commercial Lending, Loans, Credit, Credit Analysis, Commercial Banking, Small Business Lending, Portfolio Management, Risk Management, Mortgage Lending, Private Banking, Financial Analysis, Financial Risk, Consumer Lending
Education
University of Florida
Bachelor's degree, Finance, General
Prichard, Cynthia's Gibraltar Private Bank & Trust Experience 2001 - Present
Job Vice Preisdent at Gibraltar Private Bank & Trust
Industry Banking
Experience
Gibraltar Private Bank & Trust 2001 - Present
First National Bank of South Miami January 1994 - August 2001
Florida Power and Light January 1988 - January 1994
First National Bank of South Miami October 1979 - December 1987
Skills
Wealth Management, Trusts, Wealth Management..., Private Banking, High Net Worth..., Estate Planning, Banking, Portfolio Management, Wealth, Guardianship, Asset Allocation, Securities, Investment Advisory, Investment Management, Estate Administration, Financial Risk
Education
University of South Florida 1996 — 1998
Florida Graduate Trust School
Coral Gables High School 1977 — 1979
Gibraltar Private Bank & Trust 2001 - Present
First National Bank of South Miami January 1994 - August 2001
Florida Power and Light January 1988 - January 1994
First National Bank of South Miami October 1979 - December 1987
Skills
Wealth Management, Trusts, Wealth Management..., Private Banking, High Net Worth..., Estate Planning, Banking, Portfolio Management, Wealth, Guardianship, Asset Allocation, Securities, Investment Advisory, Investment Management, Estate Administration, Financial Risk
Education
University of South Florida 1996 — 1998
Florida Graduate Trust School
Coral Gables High School 1977 — 1979
Shu Yen Oei's Gibraltar Private Bank & Trust Experience December 2010 - February 2013
Job Marketing Specialist at Kumon
Industry Marketing and Advertising
Experience
Kumon North America Inc February 2013 - Present
Gibraltar Private Bank & Trust December 2010 - February 2013
GEICO August 2007 - August 2008
Skills
Customer Service, Project Management, PowerPoint, Banking, Risk Management, Business Analysis, Financial Analysis, Microsoft Office, Sales, Event Planning, Research
Education
State University of New York College at Old Westbury 2008 — 2010
B.S, Business Administration
Kumon North America Inc February 2013 - Present
Gibraltar Private Bank & Trust December 2010 - February 2013
GEICO August 2007 - August 2008
Skills
Customer Service, Project Management, PowerPoint, Banking, Risk Management, Business Analysis, Financial Analysis, Microsoft Office, Sales, Event Planning, Research
Education
State University of New York College at Old Westbury 2008 — 2010
B.S, Business Administration
Khadene Logan's Gibraltar Private Bank & Trust Experience March 2006 - July 2011
Job Seeking New Opprotunity
Industry Government Administration
Experience
CACI Inc March 2014 - Present
Transamerica Financial Advisors, Inc. December 2012 - June 2013
Gibraltar Private Bank & Trust March 2006 - July 2011
SunTrust Bank July 2004 - March 2006
Skills
Time Management, Problem Solving, Filing, Research, Data Entry, Cash Management, Organization, Microsoft Office, Microsoft Excel, Internet, Interpersonal Skill, Communication Skills, Management, Sales, Finance, Teamwork, Financial Analysis, Team Building, Outlook, Customer Service
Education
Southern New Hampshire University 2000 — 2001
Bachelor of Apllied Science, Hotel Administration
Moneague College 1998 — 2000
Associate of Science (A.S.), Tourism and Travel Services Management
CACI Inc March 2014 - Present
Transamerica Financial Advisors, Inc. December 2012 - June 2013
Gibraltar Private Bank & Trust March 2006 - July 2011
SunTrust Bank July 2004 - March 2006
Skills
Time Management, Problem Solving, Filing, Research, Data Entry, Cash Management, Organization, Microsoft Office, Microsoft Excel, Internet, Interpersonal Skill, Communication Skills, Management, Sales, Finance, Teamwork, Financial Analysis, Team Building, Outlook, Customer Service
Education
Southern New Hampshire University 2000 — 2001
Bachelor of Apllied Science, Hotel Administration
Moneague College 1998 — 2000
Associate of Science (A.S.), Tourism and Travel Services Management