Aquesta Bank
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Aquesta Bank Employees
Employee
Years
Job
Industry
Charlie Curtis Charlie Curtis's Aquesta Bank Experience 2011 - Present
Job Senior Vice President / Huntersville City Executive at Aquesta Bank
Industry Banking
Experience
Aquesta Bank 2011 - Present
Skills
Commercial Lending, Banking, Credit Analysis, Underwriting, Portfolio Management, Loans, Commercial Banking, Credit, Customer Service, Management, Team Building
Education
University of North Carolina at Greensboro 1988 — 1993
Bachelor of Science (B.S.), Finance and Economics
Aquesta Bank 2011 - Present
Skills
Commercial Lending, Banking, Credit Analysis, Underwriting, Portfolio Management, Loans, Commercial Banking, Credit, Customer Service, Management, Team Building
Education
University of North Carolina at Greensboro 1988 — 1993
Bachelor of Science (B.S.), Finance and Economics
Emily Strickland Emily Strickland's Aquesta Bank Experience October 2011 - June 2014
Job Operations minded community banker
Industry Banking
Experience
Greater Community Bank August 2014 - Present
Aquesta Bank October 2011 - June 2014
Reliant Bank September 2009 - September 2011
Paragon Commercial Bank May 2006 - September 2009
Morgan Keegan August 2003 - May 2006
Regions Bank June 1999 - August 2003
Skills
Banking, Loans, Commercial Lending, Credit, Commercial Banking, Loan Origination, Portfolio Management, Deposits, Consumer Lending, Small Business Lending, Retail Banking, Refinance, Construction Loans, Bank Secrecy Act, Mortgage Banking, Financial Services, Lines Of Credit, Customer Service, Management, Branch Banking, Risk Management
Education
University of South Carolina-Columbia 1994 — 1999
Bachelors of Media Arts, Media Arts
Greater Community Bank August 2014 - Present
Aquesta Bank October 2011 - June 2014
Reliant Bank September 2009 - September 2011
Paragon Commercial Bank May 2006 - September 2009
Morgan Keegan August 2003 - May 2006
Regions Bank June 1999 - August 2003
Skills
Banking, Loans, Commercial Lending, Credit, Commercial Banking, Loan Origination, Portfolio Management, Deposits, Consumer Lending, Small Business Lending, Retail Banking, Refinance, Construction Loans, Bank Secrecy Act, Mortgage Banking, Financial Services, Lines Of Credit, Customer Service, Management, Branch Banking, Risk Management
Education
University of South Carolina-Columbia 1994 — 1999
Bachelors of Media Arts, Media Arts
Bethany Welch Bethany Welch's Aquesta Bank Experience June 2014 - Present
Job Branch Manager/AVP at Aquesta Bank
Industry Banking
Experience
Aquesta Bank June 2014 - Present
Peoples Bank - Newton, NC April 2013 - June 2014
Capital Bank formerly Southern Community Bank and Trust August 2012 - April 2013
Southern Community Bank and Trust June 2006 - August 2012
First Charter Bank 2005 - 2006
First Charter Bank 2003 - 2005
Skills
Strong Sales, Customer Service, Customer Satisfaction, People Skills, Organization &..., Building Strong..., Multi Tasking, New Business Development, Small Business Lending, Cross Selling, Sales, Leadership, Training, Lines Of Credit, Branch Banking, Financial Services, Loan Origination, Business Development, Credit Cards, Coaching, Internet Banking, Banking, Retail Banking
Education
Belmont Abbey College 2003 — 2005
Bachelors Degree, Business Admin, Banking and Finance
Rowan-Cabarrus Community College 1999 — 2003
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Aquesta Bank June 2014 - Present
Peoples Bank - Newton, NC April 2013 - June 2014
Capital Bank formerly Southern Community Bank and Trust August 2012 - April 2013
Southern Community Bank and Trust June 2006 - August 2012
First Charter Bank 2005 - 2006
First Charter Bank 2003 - 2005
Skills
Strong Sales, Customer Service, Customer Satisfaction, People Skills, Organization &..., Building Strong..., Multi Tasking, New Business Development, Small Business Lending, Cross Selling, Sales, Leadership, Training, Lines Of Credit, Branch Banking, Financial Services, Loan Origination, Business Development, Credit Cards, Coaching, Internet Banking, Banking, Retail Banking
Education
Belmont Abbey College 2003 — 2005
Bachelors Degree, Business Admin, Banking and Finance
Rowan-Cabarrus Community College 1999 — 2003
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Rick Eveson Rick Eveson's Aquesta Bank Experience May 2013 - Present
Job SVP Retail Lending Executive at Aquesta Bank
Industry Banking
Experience
Aquesta Bank May 2013 - Present
blueharbor bank July 2008 - May 2013
First Charter Bank September 2006 - June 2008
First Charter Bank February 2004 - September 2006
Hillier & Associates August 2000 - July 2003
Ford Motor Credit Company 1990 - 2000
Skills
Underwriting, Strategic Planning, Marketing Strategy, Sales Management, Performance Management, Online Marketing, Retail Banking, Credit, Risk Management, Mortgage Lending, Banking, Retail Credit, Retail Risk Management, Finance, Financial Risk, Portfolio Management, Loans
Education
State University of New York at Buffalo 1987 — 1990
Bachelor of Arts (B.A.), Legal Studies
North Carolina School of Banking
Aquesta Bank May 2013 - Present
blueharbor bank July 2008 - May 2013
First Charter Bank September 2006 - June 2008
First Charter Bank February 2004 - September 2006
Hillier & Associates August 2000 - July 2003
Ford Motor Credit Company 1990 - 2000
Skills
Underwriting, Strategic Planning, Marketing Strategy, Sales Management, Performance Management, Online Marketing, Retail Banking, Credit, Risk Management, Mortgage Lending, Banking, Retail Credit, Retail Risk Management, Finance, Financial Risk, Portfolio Management, Loans
Education
State University of New York at Buffalo 1987 — 1990
Bachelor of Arts (B.A.), Legal Studies
North Carolina School of Banking
Kim Parker Spain, CAMS Kim Parker Spain, CAMS's Aquesta Bank Experience May 2009 - November 2011
Job SVP of Risk Management
Industry Banking
Experience
RoundPoint Financial Group January 2015 - Present
RoundPoint Financial Group April 2013 - January 2015
Bank of America November 2011 - April 2013
Aquesta Bank May 2009 - November 2011
AmTrust Bank February 2007 - May 2009
Meineke Car Care Centers, Inc. November 2004 - February 2007
Skills
Leadership, Internal Audit, Financial Analysis, Auditing, Banking, Risk Management, Strategy, Enterprise Risk...
Education
Strayer University 2009 — 2012
MBA, Finance
The University of Akron 2000 — 2004
BBA, Corporate Finance/Financial Services
RoundPoint Financial Group January 2015 - Present
RoundPoint Financial Group April 2013 - January 2015
Bank of America November 2011 - April 2013
Aquesta Bank May 2009 - November 2011
AmTrust Bank February 2007 - May 2009
Meineke Car Care Centers, Inc. November 2004 - February 2007
Skills
Leadership, Internal Audit, Financial Analysis, Auditing, Banking, Risk Management, Strategy, Enterprise Risk...
Education
Strayer University 2009 — 2012
MBA, Finance
The University of Akron 2000 — 2004
BBA, Corporate Finance/Financial Services
Jack English Jack English's Aquesta Bank Experience 2008 - 2009
Job Agency/Owner, State Farm Insurance
Industry Insurance
Experience
State Farm Insurance April 2009 - Present
Aquesta Bank 2008 - 2009
Bank of America 2005 - 2008
Rob Heath State Farm Insurance 2003 - 2005
Mckenny Chrysler May 2002 - August 2002
Skills
Communication, Building Strong Teams, Listening Skills, Leadership Development, Wealth Transfer Planning, Insurance, Whole Life, Sales, Mortgage Lending, Fixed Annuities, Team Building, Life Insurance, Customer Service, Wealth, High Performance Teams, Financial Services, Business Development, Retirement Planning, Long-term Care, Term Life Insurance, Health Insurance, Underwriting, Disability Insurance, Universal Life, Marketing, Umbrella Insurance, Small Business, Property & Casualty..., Casualty, Homeowners, Commercial Insurance, General Insurance, Long Term Care Insurance, IRAs, Series 6, Mutual Funds, Retirement, Liability, 401k, Workers Compensation, Legal Liability, Renters, Leadership, Sales Management, Strategic Planning, Training, New Business Development
Education
Belmont Abbey College 1999 — 2003
Business, Management
Charlotte Christian School 1991 — 1995
High School
State Farm Insurance April 2009 - Present
Aquesta Bank 2008 - 2009
Bank of America 2005 - 2008
Rob Heath State Farm Insurance 2003 - 2005
Mckenny Chrysler May 2002 - August 2002
Skills
Communication, Building Strong Teams, Listening Skills, Leadership Development, Wealth Transfer Planning, Insurance, Whole Life, Sales, Mortgage Lending, Fixed Annuities, Team Building, Life Insurance, Customer Service, Wealth, High Performance Teams, Financial Services, Business Development, Retirement Planning, Long-term Care, Term Life Insurance, Health Insurance, Underwriting, Disability Insurance, Universal Life, Marketing, Umbrella Insurance, Small Business, Property & Casualty..., Casualty, Homeowners, Commercial Insurance, General Insurance, Long Term Care Insurance, IRAs, Series 6, Mutual Funds, Retirement, Liability, 401k, Workers Compensation, Legal Liability, Renters, Leadership, Sales Management, Strategic Planning, Training, New Business Development
Education
Belmont Abbey College 1999 — 2003
Business, Management
Charlotte Christian School 1991 — 1995
High School
Cathy O'Nan Cathy O'Nan's Aquesta Bank Experience January 1996 - May 2011
Job Manager of Internal Training
Industry Investment Management
Experience
VectorVest, Inc May 2011 - Present
Aquesta Bank January 1996 - May 2011
Skills
Customer Service, Loans, Team Building, Budgets, Portfolio Management, Investments, Leadership, Commercial Lending, Insurance, Real Estate, Small Business Lending, Financial Analysis, Banking, Strategic Planning, Negotiation, Small Business, Sales, Public Speaking, Retail Banking, Risk Management, Training, Underwriting, New Business Development, Management Consulting, Marketing, Management
Education
Brenau University
B.S., Business Administration
VectorVest, Inc May 2011 - Present
Aquesta Bank January 1996 - May 2011
Skills
Customer Service, Loans, Team Building, Budgets, Portfolio Management, Investments, Leadership, Commercial Lending, Insurance, Real Estate, Small Business Lending, Financial Analysis, Banking, Strategic Planning, Negotiation, Small Business, Sales, Public Speaking, Retail Banking, Risk Management, Training, Underwriting, New Business Development, Management Consulting, Marketing, Management
Education
Brenau University
B.S., Business Administration
Gary Gallo Gary Gallo's Aquesta Bank Experience July 2011 - Present
Job Vice President / Senior Credit Underwriter at Aquesta Bank
Industry Banking
Experience
Aquesta Bank July 2011 - Present
Wells Fargo January 2007 - July 2011
Bank of America February 2002 - January 2007
First Commerce Bank June 1998 - January 2002
Triangle Bank 1994 - 1998
Federal Deposit Insurance Corporation July 1991 - June 1994
Skills
Commercial Lending, Credit Analysis, Loans, Banking, Credit, Underwriting, Wealth Management, Lines Of Credit, Financial Statement..., Commercial Banking, Small Business Lending, Portfolio Management, Mortgage Lending, Credit Risk, Financial Analysis, Financial Risk, Cross Selling, Structured Finance, Financial Structuring, Cash Flow, Finance, Loan Origination, Consumer Lending
Education
St. Lawrence University 1983 — 1987
BA, History
Brunswick School 1978 — 1983
Whitby School
Aquesta Bank July 2011 - Present
Wells Fargo January 2007 - July 2011
Bank of America February 2002 - January 2007
First Commerce Bank June 1998 - January 2002
Triangle Bank 1994 - 1998
Federal Deposit Insurance Corporation July 1991 - June 1994
Skills
Commercial Lending, Credit Analysis, Loans, Banking, Credit, Underwriting, Wealth Management, Lines Of Credit, Financial Statement..., Commercial Banking, Small Business Lending, Portfolio Management, Mortgage Lending, Credit Risk, Financial Analysis, Financial Risk, Cross Selling, Structured Finance, Financial Structuring, Cash Flow, Finance, Loan Origination, Consumer Lending
Education
St. Lawrence University 1983 — 1987
BA, History
Brunswick School 1978 — 1983
Whitby School
Jacquelynne Greco, PHR Jacquelynne Greco, PHR's Aquesta Bank Experience May 2010 - August 2010
Job Membership Associate at The Employers Association
Industry Human Resources
Experience
The Employers Association February 2013 - Present
Charlotte School of Law August 2012 - January 2013
Kestro International June 2012 - August 2012
Appalachian State University August 2010 - May 2012
Martha Guy Summer Institute at Appalachian State University July 2011 - July 2011
Brooklyn South Pizzeria March 2006 - April 2011
Aquesta Bank May 2010 - August 2010
Urban Sports Marketing and Entertainment Group May 2010 - August 2010
Skills
Microsoft Office, Teamwork, Customer Service, Public Speaking, Human Resources, Time Management, Recruiting, Marketing
Education
University of North Carolina at Charlotte 2015 — 2017
Master’s Degree, Clinical Mental Health Counseling
Appalachian State University 2008 — 2012
Bachelors of Science and Business Administration (BSBA), Human Resource Management & Marketing Double Major, 3.84
North Meck
North Meck
The Employers Association February 2013 - Present
Charlotte School of Law August 2012 - January 2013
Kestro International June 2012 - August 2012
Appalachian State University August 2010 - May 2012
Martha Guy Summer Institute at Appalachian State University July 2011 - July 2011
Brooklyn South Pizzeria March 2006 - April 2011
Aquesta Bank May 2010 - August 2010
Urban Sports Marketing and Entertainment Group May 2010 - August 2010
Skills
Microsoft Office, Teamwork, Customer Service, Public Speaking, Human Resources, Time Management, Recruiting, Marketing
Education
University of North Carolina at Charlotte 2015 — 2017
Master’s Degree, Clinical Mental Health Counseling
Appalachian State University 2008 — 2012
Bachelors of Science and Business Administration (BSBA), Human Resource Management & Marketing Double Major, 3.84
North Meck
North Meck
Michelle (Johnson) Dellinger Michelle (Johnson) Dellinger's Aquesta Bank Experience January 2014 - Present
Job AVP/Portfolio Manager
Industry Banking
Experience
Aquesta Bank January 2014 - Present
Aquesta Bank June 2011 - Present
Alliance Bank and Trust May 2005 - June 2011
Robinson and Wilson, LLP June 1999 - May 2005
National Linen Company October 1997 - June 1999
Midtown Sundries Kenilworth December 1995 - July 1998
Skills
Small Business Lending, Banking, Credit, Financial Analysis, Portfolio Management, Commercial Lending, Analysis, Accounting, Credit Analysis, Commercial Banking, Credit Risk, Loan Origination, Lines Of Credit, Financial Accounting, Finance, Cash Flow, Underwriting, Cash Management
Education
Belmont Abbey College
Bachelor of Arts Degree, Accounting
Gaston College
Associates Degree, Accounting
Aquesta Bank January 2014 - Present
Aquesta Bank June 2011 - Present
Alliance Bank and Trust May 2005 - June 2011
Robinson and Wilson, LLP June 1999 - May 2005
National Linen Company October 1997 - June 1999
Midtown Sundries Kenilworth December 1995 - July 1998
Skills
Small Business Lending, Banking, Credit, Financial Analysis, Portfolio Management, Commercial Lending, Analysis, Accounting, Credit Analysis, Commercial Banking, Credit Risk, Loan Origination, Lines Of Credit, Financial Accounting, Finance, Cash Flow, Underwriting, Cash Management
Education
Belmont Abbey College
Bachelor of Arts Degree, Accounting
Gaston College
Associates Degree, Accounting
Philip Susdorf's Aquesta Bank Experience March 2008 - August 2010
Job District Manager at FlexPay Business Services
Industry Information Services
Experience
Flex-Pay Business Services April 2012 - Present
Automatic Data Processing, Inc. (ADP®) August 2010 - March 2012
Aquesta Bank March 2008 - August 2010
Fullerton Community Bank August 2006 - May 2007
Topdot Mortgage March 2006 - June 2006
U. S. Bank October 2004 - March 2006
Skills
Sales, Leadership, Marketing, New Business Development, Customer Service, Customer Retention, Customer Satisfaction, Sales Operations, Strategic Planning, Management, Sales Process, Time Management, Cold Calling, CRM, Sales Management, Account Management, B2B, Payroll
Education
University of North Carolina at Charlotte 2007 — 2010
Bachelor of Science, Political Science
Flex-Pay Business Services April 2012 - Present
Automatic Data Processing, Inc. (ADP®) August 2010 - March 2012
Aquesta Bank March 2008 - August 2010
Fullerton Community Bank August 2006 - May 2007
Topdot Mortgage March 2006 - June 2006
U. S. Bank October 2004 - March 2006
Skills
Sales, Leadership, Marketing, New Business Development, Customer Service, Customer Retention, Customer Satisfaction, Sales Operations, Strategic Planning, Management, Sales Process, Time Management, Cold Calling, CRM, Sales Management, Account Management, B2B, Payroll
Education
University of North Carolina at Charlotte 2007 — 2010
Bachelor of Science, Political Science
Lauren Kimsey Furcht Lauren Kimsey Furcht's Aquesta Bank Experience March 2013 - Present
Job Director of Marketing & Community Relations at Aquesta Bank
Industry Public Relations and Communications
Experience
Aquesta Bank March 2013 - Present
Aquesta Bank September 2006 - August 2011
Law Offices of Michael A. DeMayo, L.L.P. 2002 - 2006
Skills
Public Relations, Event Planning, Customer Relations, Event Management, Marketing Communications, Advertising, Social Media, Email Marketing, New Business Development, Media Relations, Social Media Marketing, Trade Shows, Customer Service, Press Releases, Community Development, Account Management, Sponsorship, Marketing, Sales, Social Networking, Online Marketing, Fundraising, Leadership, Newsletters, Copywriting, Facebook, Brand Development
Education
North Carolina State University
Business Marketing
University of North Carolina at Charlotte
Business Marketing
Aquesta Bank March 2013 - Present
Aquesta Bank September 2006 - August 2011
Law Offices of Michael A. DeMayo, L.L.P. 2002 - 2006
Skills
Public Relations, Event Planning, Customer Relations, Event Management, Marketing Communications, Advertising, Social Media, Email Marketing, New Business Development, Media Relations, Social Media Marketing, Trade Shows, Customer Service, Press Releases, Community Development, Account Management, Sponsorship, Marketing, Sales, Social Networking, Online Marketing, Fundraising, Leadership, Newsletters, Copywriting, Facebook, Brand Development
Education
North Carolina State University
Business Marketing
University of North Carolina at Charlotte
Business Marketing
Katie Boschele's Aquesta Bank Experience August 2012 - July 2015
Job Jr. Search / Taxonomy Coordinator Contractor at Lowe's Companies, Inc.
Industry Retail
Experience
Lowe's Companies, Inc. July 2015 - Present
Aquesta Bank August 2012 - July 2015
Luxottica September 2009 - August 2012
Food Lion June 2003 - April 2010
Skills
Sales, Customer Satisfaction, Microsoft Excel, Microsoft Word, Operations Management, Research, Spreadsheets, Loss Prevention, Merchandising, Retail, Inventory Management, Customer Service, Inventory Control, Store Management, Process Scheduler, Banking, Deposits, Profit, Leadership, Team Building, Loans, Training, Insurance, Recruiting
Education
Florida Metropolitan University 2005 — 2009
Bachelor of Science, Criminal Justice
Florida Metropolitan University 2003 — 2005
Associate of Science, Criminal Justice
Bartram Trail High School 2000 — 2003
Lowe's Companies, Inc. July 2015 - Present
Aquesta Bank August 2012 - July 2015
Luxottica September 2009 - August 2012
Food Lion June 2003 - April 2010
Skills
Sales, Customer Satisfaction, Microsoft Excel, Microsoft Word, Operations Management, Research, Spreadsheets, Loss Prevention, Merchandising, Retail, Inventory Management, Customer Service, Inventory Control, Store Management, Process Scheduler, Banking, Deposits, Profit, Leadership, Team Building, Loans, Training, Insurance, Recruiting
Education
Florida Metropolitan University 2005 — 2009
Bachelor of Science, Criminal Justice
Florida Metropolitan University 2003 — 2005
Associate of Science, Criminal Justice
Bartram Trail High School 2000 — 2003
Kelly Perkins Kelly Perkins's Aquesta Bank Experience October 2012 - April 2014
Job Program Manager, Finance/Accounting for E4 Carolinas Inc.
Industry Program Development
Experience
E4 Carolinas, Inc. December 2014 - Present
Brawley House May 2014 - December 2014
Aquesta Bank October 2012 - April 2014
Walgreens March 2011 - October 2012
Vitamin World May 2010 - October 2010
Skills
Customer Satisfaction, Customer Service, Sales, Management, Merchandising, Banking, Leadership, Customer Retention, Retail, Grocery, Bookkeeping, Schedules, Goal Oriented, Self-driven, Microsoft Office, Microsoft Excel, Microsoft Word, Direct Sales, Restaurants, Recieving, Product Ordering, Investment Banking, Investments, Social Media, Social Media Marketing, Social Networking, Organization, Communication, Consistency, QuickBooks, Event Planning, Event Coordination
Education
Unversity of North Carolina Wilmington 2008 — 2010
Bachelor's degree, Business Administration/Marketing Specialty
Oral Roberts University 2007 — 2008
General Studies, General Studies
E4 Carolinas, Inc. December 2014 - Present
Brawley House May 2014 - December 2014
Aquesta Bank October 2012 - April 2014
Walgreens March 2011 - October 2012
Vitamin World May 2010 - October 2010
Skills
Customer Satisfaction, Customer Service, Sales, Management, Merchandising, Banking, Leadership, Customer Retention, Retail, Grocery, Bookkeeping, Schedules, Goal Oriented, Self-driven, Microsoft Office, Microsoft Excel, Microsoft Word, Direct Sales, Restaurants, Recieving, Product Ordering, Investment Banking, Investments, Social Media, Social Media Marketing, Social Networking, Organization, Communication, Consistency, QuickBooks, Event Planning, Event Coordination
Education
Unversity of North Carolina Wilmington 2008 — 2010
Bachelor's degree, Business Administration/Marketing Specialty
Oral Roberts University 2007 — 2008
General Studies, General Studies
DeEtte Damon DeEtte Damon's Aquesta Bank Experience June 2015 - Present
Job Branch Manager at Aquesta Bank
Industry Banking
Experience
Aquesta Bank June 2015 - Present
First Citizens Bank January 2010 - May 2012
First Citizens Bank May 2006 - January 2010
First Citizens Bank September 2004 - May 2006
Sound Bank August 2001 - September 2004
Wachovia September 1998 - August 2001
Skills
Mortgage Lending, Commercial Banking, Loans, Banking, Commercial Lending, Customer Service, Credit, Credit Analysis, Small Business, Coaching, Financial Services, Credit Risk, Risk Management, Underwriting, Small Business Lending, Sales, Consumer Lending, Investments, Mortgage Banking, Management, Leadership, Team Building
Education
UNCC 2012 — 2014
Bachelor of Applied Science (B.A.Sc.), Business Management
Aquesta Bank June 2015 - Present
First Citizens Bank January 2010 - May 2012
First Citizens Bank May 2006 - January 2010
First Citizens Bank September 2004 - May 2006
Sound Bank August 2001 - September 2004
Wachovia September 1998 - August 2001
Skills
Mortgage Lending, Commercial Banking, Loans, Banking, Commercial Lending, Customer Service, Credit, Credit Analysis, Small Business, Coaching, Financial Services, Credit Risk, Risk Management, Underwriting, Small Business Lending, Sales, Consumer Lending, Investments, Mortgage Banking, Management, Leadership, Team Building
Education
UNCC 2012 — 2014
Bachelor of Applied Science (B.A.Sc.), Business Management
Daniel McCoy's Aquesta Bank Experience September 2015 - Present
Job SBA Production Specialist at Aquesta Bank
Industry Financial Services
Experience
Aquesta Bank September 2015 - Present
Business Services North June 2014 - Present
FSG Bank December 2014 - September 2015
Woodforest National Bank October 2011 - November 2014
Bartow Collaborative July 2010 - June 2012
Allstate February 2010 - October 2011
Woodmen of the World Insurance Society June 2009 - February 2010
Bartow Business Association 2007 - 2010
United Community Bank November 2006 - March 2009
Georgia State Bank February 2004 - November 2006
Skills
Commercial Lending, Small Business Lending, Loans, Underwriting, Credit, Retail Banking, Branch Management, Branch Banking, Financial Planning, Financial Analysis, Series 6, Series 63, Insurance, Staff Management, Staff Supervision, Deposits, Merchant Services, Non-profit..., Banking, Board Leadership, Term Life Insurance, Annuities, IRA's, Roth IRA, Customer Service, Portfolio Management, Construction Loans, Property & Casualty..., Loan Origination, Personal Loans, Loan Structuring, Loan Modifications, Windows 7, microsoft office 2010, Remote Deposit Capture, Non-profit Development, Non-profits, Retail, Account Management, Sales Management, Real Estate Financing, Client Retention, Strategic Planning, Commercial Insurance, Checking, Strategic Financial..., Commercial Banking, Nonprofits, Finance, Leadership
Education
Benedictine University 2011 — 2015
Masters, Business Administration, 3.75
Covenant College 1999 — 2001
BS, Organizational Management
Reinhardt College
aa, liberal arts, 3.65
Aquesta Bank September 2015 - Present
Business Services North June 2014 - Present
FSG Bank December 2014 - September 2015
Woodforest National Bank October 2011 - November 2014
Bartow Collaborative July 2010 - June 2012
Allstate February 2010 - October 2011
Woodmen of the World Insurance Society June 2009 - February 2010
Bartow Business Association 2007 - 2010
United Community Bank November 2006 - March 2009
Georgia State Bank February 2004 - November 2006
Skills
Commercial Lending, Small Business Lending, Loans, Underwriting, Credit, Retail Banking, Branch Management, Branch Banking, Financial Planning, Financial Analysis, Series 6, Series 63, Insurance, Staff Management, Staff Supervision, Deposits, Merchant Services, Non-profit..., Banking, Board Leadership, Term Life Insurance, Annuities, IRA's, Roth IRA, Customer Service, Portfolio Management, Construction Loans, Property & Casualty..., Loan Origination, Personal Loans, Loan Structuring, Loan Modifications, Windows 7, microsoft office 2010, Remote Deposit Capture, Non-profit Development, Non-profits, Retail, Account Management, Sales Management, Real Estate Financing, Client Retention, Strategic Planning, Commercial Insurance, Checking, Strategic Financial..., Commercial Banking, Nonprofits, Finance, Leadership
Education
Benedictine University 2011 — 2015
Masters, Business Administration, 3.75
Covenant College 1999 — 2001
BS, Organizational Management
Reinhardt College
aa, liberal arts, 3.65
James Engel James Engel's Aquesta Bank Experience May 2008 - January 2010
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC January 2014 - Present
Butler & Burke, LLP August 2012 - December 2013
Appalachian State University May 2011 - May 2012
Aquesta Bank May 2008 - January 2010
Skills
Financial Analysis, Accounting, Financial Reporting, Auditing
Education
Appalachian State University 2011 — 2012
Masters of Science in Accounting
Appalachian State University 2011 — 2012
Masters of Business Administration
Appalachian State University 2007 — 2011
BSBA, Accounting; Finance, Banking & Insurance
PwC January 2014 - Present
Butler & Burke, LLP August 2012 - December 2013
Appalachian State University May 2011 - May 2012
Aquesta Bank May 2008 - January 2010
Skills
Financial Analysis, Accounting, Financial Reporting, Auditing
Education
Appalachian State University 2011 — 2012
Masters of Science in Accounting
Appalachian State University 2011 — 2012
Masters of Business Administration
Appalachian State University 2007 — 2011
BSBA, Accounting; Finance, Banking & Insurance
Kristin (Parsons) Couch Kristin (Parsons) Couch's Aquesta Bank Experience 2006 - Present
Job CFO at Aquesta Bank
Industry Banking
Experience
Aquesta Bank 2006 - Present
AuburnBank 1997 - 2006
Education
Georgia Tech 1988 — 2002
BS, Business Management
Aquesta Bank 2006 - Present
AuburnBank 1997 - 2006
Education
Georgia Tech 1988 — 2002
BS, Business Management
Skipper Brake's Aquesta Bank Experience October 2006 - September 2014
Job VP Sr Business Relationship Mgr
Industry Banking
Experience
Wells Fargo September 2014 - Present
Aquesta Bank October 2006 - September 2014
SunTrust Bank May 2005 - October 2006
First Charter Bank February 2004 - May 2005
Wachovia Bank September 2002 - February 2004
First Union National Bank October 2000 - September 2002
DLJDirect July 1998 - September 2000
Skills
Commercial Lending, Portfolio Management, Financial Analysis, Business Relationship..., Credit Analysis, Loan Origination, Deposits, Lines Of Credit, Refinance
Education
Appalachian State University 1992 — 1996
Wells Fargo September 2014 - Present
Aquesta Bank October 2006 - September 2014
SunTrust Bank May 2005 - October 2006
First Charter Bank February 2004 - May 2005
Wachovia Bank September 2002 - February 2004
First Union National Bank October 2000 - September 2002
DLJDirect July 1998 - September 2000
Skills
Commercial Lending, Portfolio Management, Financial Analysis, Business Relationship..., Credit Analysis, Loan Origination, Deposits, Lines Of Credit, Refinance
Education
Appalachian State University 1992 — 1996
Jim Engel's Aquesta Bank Experience PartnerKPMG1984 - 2005
Job CEO & President at Aquesta Bank
Industry Banking
Experience
Aquesta Bank PartnerKPMG1984 - 2005
Skills
Accounting, Banking, Budgets, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Credit Risk, Due Diligence, Financial Analysis, Loans
Education
Suffolk University Law School 1981 — 1984
JD, Law
Maryville College 1977 — 1981
Boston University School of Law
Master of Laws (LLM), Tax Law/Taxation
Aquesta Bank PartnerKPMG1984 - 2005
Skills
Accounting, Banking, Budgets, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Credit Risk, Due Diligence, Financial Analysis, Loans
Education
Suffolk University Law School 1981 — 1984
JD, Law
Maryville College 1977 — 1981
Boston University School of Law
Master of Laws (LLM), Tax Law/Taxation
Cagin Orgen's Aquesta Bank Experience May 2006 - August 2014
Job IT Manager at Membersuite, Inc.
Industry Information Technology and Services
Experience
Membersuite, Inc. August 2014 - Present
Aquesta Bank May 2006 - August 2014
AuburnBank March 2002 - May 2006
Auburn University January 1999 - May 2001
Skills
Technical Support, Networking, IT Audit, IT Operations, IT Management, Cloud Computing, Management, Sales, Leadership, Vendor Management, Integration, Security, ITIL, Disaster Recovery, Customer Service, Strategy, Information Technology, WAN, ERP, Troubleshooting, Banking, Outsourcing
Education
Auburn University 1996 — 2001
BS, Management Information Systems
Auburn High School 1993 — 1996
Diploma
Membersuite, Inc. August 2014 - Present
Aquesta Bank May 2006 - August 2014
AuburnBank March 2002 - May 2006
Auburn University January 1999 - May 2001
Skills
Technical Support, Networking, IT Audit, IT Operations, IT Management, Cloud Computing, Management, Sales, Leadership, Vendor Management, Integration, Security, ITIL, Disaster Recovery, Customer Service, Strategy, Information Technology, WAN, ERP, Troubleshooting, Banking, Outsourcing
Education
Auburn University 1996 — 2001
BS, Management Information Systems
Auburn High School 1993 — 1996
Diploma
Mitch Love's Aquesta Bank Experience January 2008 - December 2010
Job Currently Seeking Senior Level Employment in Banking and/or Financial Management
Industry Banking
Experience
Currently seeking permanent employment Consumer Loan UnderwriterWells FargoJanuary 2013 - June 2015
Superior Wholesale of NC, Inc. December 2010 - November 2012
Aquesta Bank January 2008 - December 2010
First Gaston Bank/CommunityOne Bank June 2000 - December 2007
BB&T June 1995 - June 2000
First Union National Bank June 1992 - June 1995
NCNB/NationsBank/Bank of America December 1985 - June 1992
Skills
Loans, Credit Analysis, Commercial Lending, Small Business Lending, Commercial Banking, Small Business, Portfolio Management, Banking, Customer Service, Credit, Mortgage Lending, Finance, Underwriting, Sales, Management, Financial Risk, Financial Analysis, Team Building, Loan Origination, Asset Based Lending, Commercial Real Estate, Mortgage Banking, Consumer Lending, Auditing, Accounting, Credit Risk, Retail Banking, Corporate Finance, Risk Management, Leadership, Strategic Planning, Executive Management, Analysis, Budgets, Marketing
Education
Appalachian State University 1981 — 1985
BSBA /, Finance and Banking
Currently seeking permanent employment Consumer Loan UnderwriterWells FargoJanuary 2013 - June 2015
Superior Wholesale of NC, Inc. December 2010 - November 2012
Aquesta Bank January 2008 - December 2010
First Gaston Bank/CommunityOne Bank June 2000 - December 2007
BB&T June 1995 - June 2000
First Union National Bank June 1992 - June 1995
NCNB/NationsBank/Bank of America December 1985 - June 1992
Skills
Loans, Credit Analysis, Commercial Lending, Small Business Lending, Commercial Banking, Small Business, Portfolio Management, Banking, Customer Service, Credit, Mortgage Lending, Finance, Underwriting, Sales, Management, Financial Risk, Financial Analysis, Team Building, Loan Origination, Asset Based Lending, Commercial Real Estate, Mortgage Banking, Consumer Lending, Auditing, Accounting, Credit Risk, Retail Banking, Corporate Finance, Risk Management, Leadership, Strategic Planning, Executive Management, Analysis, Budgets, Marketing
Education
Appalachian State University 1981 — 1985
BSBA /, Finance and Banking
Mike Mittelman's Aquesta Bank Experience 2007 - Present
Job
Industry Banking
Experience
Aquesta Bank 2007 - Present
First Charter Bank 1983 - 2005
first union bank 1983 - 1987
Education
Marshall University 1962 — 1966
ab, Political Science
Aquesta Bank 2007 - Present
First Charter Bank 1983 - 2005
first union bank 1983 - 1987
Education
Marshall University 1962 — 1966
ab, Political Science
Regina Payne's Aquesta Bank Experience November 2007 - August 2011
Job Banking and Retail Specialist
Industry Banking
Experience
In Between Jobs September 2011 - Present
Aquesta Bank November 2007 - August 2011
Regions Bank September 2000 - March 2007
Roberds Furniture & Appliance 1994 - 2000
Education
University of Southern Mississippi
BA, Literature
In Between Jobs September 2011 - Present
Aquesta Bank November 2007 - August 2011
Regions Bank September 2000 - March 2007
Roberds Furniture & Appliance 1994 - 2000
Education
University of Southern Mississippi
BA, Literature
Mary Bossenberger's Aquesta Bank Experience February 2011 - May 2013
Job Graphic Design at PDC
Industry Marketing and Advertising
Experience
Compass Group May 2013 - Present
Treeroots Design 2008 - Present
Aquesta Bank February 2011 - May 2013
Skills
Graphic Design, Leadership, Customer Service, Sales, Budgets, Marketing, New Business Development, Graphics, Microsoft Excel, Microsoft Office, Retail, Advertising, Social Media, Email Marketing, Microsoft Word, Photoshop, Adobe Creative Suite, Online Marketing, Illustrator, InDesign, Social Networking, Web Design, Marketing Communications, Social Media Marketing, Logo Design
Education
Macomb Community College 2003 — 2009
Digital Design and Layout
Compass Group May 2013 - Present
Treeroots Design 2008 - Present
Aquesta Bank February 2011 - May 2013
Skills
Graphic Design, Leadership, Customer Service, Sales, Budgets, Marketing, New Business Development, Graphics, Microsoft Excel, Microsoft Office, Retail, Advertising, Social Media, Email Marketing, Microsoft Word, Photoshop, Adobe Creative Suite, Online Marketing, Illustrator, InDesign, Social Networking, Web Design, Marketing Communications, Social Media Marketing, Logo Design
Education
Macomb Community College 2003 — 2009
Digital Design and Layout
Jennifer Dugan's Aquesta Bank Experience July 2013 - Present
Job Mortgage Officer, AVP at Aquesta Bank
Industry Banking
Experience
Aquesta Bank July 2013 - Present
blueharbor bank July 2009 - June 2013
Skills
Mortgage Lending, Loans, Credit, Retail Banking, Underwriting, Small Business Lending, Refinance, Customer Service, Mortgage Underwriting, Commercial Banking, Credit Analysis
Education
UNCC
Aquesta Bank July 2013 - Present
blueharbor bank July 2009 - June 2013
Skills
Mortgage Lending, Loans, Credit, Retail Banking, Underwriting, Small Business Lending, Refinance, Customer Service, Mortgage Underwriting, Commercial Banking, Credit Analysis
Education
UNCC