Commonwealth Bank & Trust
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Commonwealth Bank & Trust Employees
Commonwealth Bank & Trust June 1994 - Present
Skills
Portfolio Management, Banking, Bloomberg, Financial Analysis, Credit, Fixed Income, Valuation, Financial Modeling, Loans, Investments, Asset Management, Credit Analysis, Investment Advisory, Wealth Management, Strategic Planning, Risk Management, Finance
Education
University of Louisville
Bachelor of Science (BS), Finance, General
California ISO July 2015 - Present
Schneider Electric, Energy & Sustainability Services February 2015 - June 2015
Schneider Electric, Energy & Sustainability Services October 2014 - February 2015
Institute for Energy Research June 2014 - August 2014
Commonwealth Bank & Trust August 2013 - May 2014
Schneider Electric, Energy & Sustainability Services February 2012 - August 2013
Skills
Financial Analysis, Financial Modeling, Trading, Business Strategy, Economics, Investments, Research, Energy, Energy Markets
Education
Bellarmine University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Bellarmine University 2011 — 2015
Bachelor of Arts (B.A.), Finance
International Baccalaureate 2009 — 2011
PwC August 2014 - Present
PwC January 2012 - March 2012
Commonwealth Bank & Trust May 2010 - August 2010
Skills
Microsoft Excel, Accounting, Microsoft Word, PowerPoint, Microsoft Office, Financial Reporting
Education
Boston College - Carroll School of Management 2013 — 2014
Masters in Accounting, Accounting
University of Kentucky 2009 — 2013
Accounting, Spanish Minor
Universidad Pablo de Olavide 2011 — 2011
Spanish, International Business
Commonwealth Bank & Trust May 2014 - Present
Magnolia Bank December 2013 - May 2014
Hope Financial Services Inc June 2001 - December 2013
Skills
FHA, Mortgage Lending, Loans, Sales Management, Marketing, Business Development, Referrals, Brokers, Customer Retention, Change Management, Event Management, Microsoft Office, Cash Flow, FHA financing, USDA, Residential Mortgages, Mortgage Banking, Mortgage Underwriting
Education
University of Louisville 1996 — 1999
Business, Management, Marketing, and Related Support Services
Campbellsville University 1994 — 1996
Accounting and Business/Management
Netgain AB January 2011 - Present
NetGain Technology January 2010 - Present
Sam Swope 2011 - 2012
TEKsystems 2011 - 2011
Commonwealth Bank & Trust 2008 - 2011
Jim Beam June 2007 - December 2009
Jim Beam Brands 2007 - 2009
Pomeroy May 2007 - February 2008
SHPS August 2007 - December 2007
Papa John's Corp. Campus January 2007 - August 2007
Skills
Active Directory, Computer Hardware, Lotus Notes, Desktop Support, Laptops, Citrix, Printers, Outlook, Customer Relations, Microsoft Office, Customer Service, Inventory Management, Problem Solving, XP, Windows, Troubleshooting, Word, SharePoint, Operating Systems, Documentation, Windows 7, VMware, System Administration, Mentoring, VPN, Windows Server, TCP/IP, Hardware, Blackberry Enterprise..., Norton Ghost, Workstations, Remedy, HP, AS400, SLA, Routers, Blackberry, Group Policy, Antivirus, A+ Certified, Team Leadership, Microsoft Word, BMC Remedy, Technical Support, Networking, System Deployment, Microsoft Exchange, Software Documentation, Windows XP
Education
Kentucky State University 1993 — 1998
Computer Science
Kentucky State University 1993 — 1998
a B.S, Computer Science; Administrative Computer Science
Shelby Co. High 1989 — 1993
Diploma
Commonwealth Bank & Trust December 2014 - Present
Commonwealth Bank and Trust July 2013 - December 2014
Surepoint Lending February 2010 - February 2011
Skills
Banking, Consumer Lending, Credit, Customer Service, Financial Analysis, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Commercial Banking, Retail Banking, Residential Mortgages, Cash Management, Commercial Lending, Investments, Management, Cross Selling, Finance, Branch Management, Small Business Lending
Education
Spalding University 2006 — 2009
B.S., Accounting
Alliance Data card services 2009 - Present
Indiana Wesleyan University 2011 - Present
Synchrony Financial 2001 - 2009
Commonwealth Bank & Trust 1998 - 2001
Skills
Account Management, Strategic Planning, Process Improvement, Cross-functional Team..., Marketing Strategy, Strategy, Sales Management, Business Development, Product Management, Program Management, Management, Team Building, Marketing, Market Research, Change Management, Sales, Team Leadership, New Business Development, Retail, Selling, Fundraising, CRM, Executive Management, Competitive Analysis, Strategic Partnerships, Business Strategy, Start-ups, Training, Leadership Development, Salesforce.com
Education
University of Louisville
BSBA, Management
Wright State University
MBA, Management, Innovation and Technology
Federated Investors September 2014 - Present
Schneider Electric Energy & Sustainability Services May 2014 - September 2014
WhiteSand Research, LLC January 2014 - April 2014
University of Pittsburgh, MBA Practicum in Portfolio Management August 2013 - April 2014
Department of Critical Care Medicine, UPMC September 2013 - November 2013
Commonwealth Bank & Trust May 2013 - August 2013
Republic Bank May 2012 - August 2012
University of Pittsburgh June 2011 - August 2011
Skills
Investments, Teamwork, Financial Analysis, Microsoft Excel, Equity Research, Finance, PowerPoint, Banking, Microsoft Word, Wealth Management, Sales, Bloomberg, 10Q, Morningstar Direct, DCF Valuation, Essbase, MIS
Education
University of Pittsburgh 2010 — 2014
Bachelor of Arts (B.A.), Finance, Minor in Economics
Kentucky Country Day 2006 — 2010
High School Diploma
Commonwealth Bank & Trust February 2012 - Present
Commonwealth Bank & Trust November 2005 - March 2012
Skills
Credit Analysis, Loans, Banking, Credit, Retail, Team Building, Portfolio Management, Financial Analysis, FHA, Customer Service, Microsoft Word, Mortgage Banking, Mortgage Lending, Consumer Lending, Loan Origination, Underwriting, Refinance, Commercial Banking, Microsoft Office
Education
University of Louisville 2001 — 2005
BSBA, Business Management and Marketing
Assumption High School
Assumption High School
Key Electronics, Inc. October 2005 - Present
Eclipse Bank September 2004 - February 2005
Commonwealth Bank & Trust January 2003 - September 2004
Bank of Louisville April 1985 - January 2003
Skills
Strategic Planning, Operational Planning, Technology Management, Team Leadership, Process Improvement, Project Mangement, Standards Compliance, Cross-functional Team..., Operations Management, Executive Management, Project Management, Finance, New Business Development, Six Sigma, Product Development, Manufacturing, Start-ups, Process Engineering, Lean Manufacturing, Leadership, Program Management, Team Building, Strategy
Education
University of Indianapolis 1975 — 1979
MBA, Business
American Institute of Banking 1975 — 1979
General, Banking
Campbellsville University 1971 — 1975
BA, Math, Art
Commonwealth Bank & Trust June 2015 - Present
Waycross Partners May 2015 - Present
Humana June 2014 - August 2014
Humana January 2014 - June 2014
Skills
Leadership, Teamwork, Investments, Accounting, Microsoft Office, Thomson One Analytics
Education
University of Louisville 2013 — 2017
Bachelor's Degree, Finance and Economics
LeighFisher September 2015 - Present
River Road Asset Management January 2014 - May 2015
River Road Asset Management May 2013 - January 2014
Commonwealth Bank & Trust December 2011 - May 2013
Commonwealth Bank & Trust December 2011 - May 2012
Invesco Fixed Income May 2011 - December 2011
GE November 2010 - June 2011
Skills
Investments, Financial Analysis, Portfolio Management, Asset Management, Equities, Corporate Finance, Financial Modeling, Mutual Funds, Finance, Investment Management
Education
University of Louisville 2007 — 2011
B.S.B.A.
Passed Level 1 of the CFA Program
Commonwealth Bank & Trust September 2011 - Present
US Bank July 2006 - February 2010
Lincoln Financial Advisors January 2002 - July 2006
Concorde Investment Group, Inc January 1999 - December 2001
Hilliard Lyons January 1993 - January 1999
Hilliard, Lyons January 1982 - January 1993
Skills
Equities, Bonds, Portfolio Management, Banking, Investments, Wealth Management, Strategic Planning, Investment Strategies, Estate Planning, Strategic Financial..., Retirement Planning, Investment Advisory, Asset Managment, New Business Development, Sales Management, Business Strategy, Customer Service, High Net Worth..., Small Business, Marketing
Education
Kentucky and Indiana Life & Health
Stetson University
Bachelors, Business Administration, Finance Major
Commonwealth Bank & Trust May 2000 - Present
Republic Bank June 1984 - April 2000
Calloway County Middle school August 1979 - June 1984
Skills
Loans, Credit, Customer Service, Banking, Commercial Banking, Underwriting, Real Estate, Coaching, Consumer Lending, Sales, Account Management, Leadership, Portfolio Management, Residential Mortgages, Mortgage Banking, Loan Origination, Marketing, Budgets, Refinance
Education
Eastern Kentucky University 1973 — 1978
bachelor of science, education
Shelbyville High school 1969 — 1972
Commonwealth Bank & Trust June 2014 - Present
Peoples Bank Mt Washington May 2003 - June 2014
Education
Barrett Graduate School of Banking 2009 — 2011
University of Phoenix
Bachelor's degree, Finance, General
Commonwealth Bank & Trust May 2015 - Present
The Bank of Kentucky August 2010 - April 2015
Skills
Commercial Mortgages, Retail Banking, Small Business Lending, Commercial Lending, Commercial Banking, Credit, Credit Analysis, Loans, Consumer Lending, Loan Origination, Underwriting, Treasury Management, Banking, Mortgage Lending, Financial Analysis, Cash Management, Finance, Cross Selling
Education
Northern Kentucky University 1998 — 2002
Business Management
Strawberry Lane Designs October 2010 - Present
Field Trip Factory May 2012 - October 2012
Commonwealth Bank & Trust May 2002 - December 2010
Churchill Downs January 1998 - May 2002
Skills
Graphic Design, Web Design, InDesign, Marketing, Dreamweaver, Adobe Creative Suite, Layout, Copywriting, Email Marketing, Logo Design, Advertising, Mac, Brochures, Newsletters, Illustration, Flash, HTML, Marketing Communications, WordPress, CSS, Social Media Marketing, Sales, Art Direction, Brand Development, Photoshop, Creative Direction, Microsoft Office, Branding & Identity, Corporate Identity
Education
Columbia College Chicago 2010 — 2012
Interactive Arts and Media, Interactive Arts
University of Louisville 1997 — 2001
BA Busines, Marketing
Bardstown High School 1994 — 1997
Commonwealth Bank & Trust October 2011 - Present
PNC Mortgage July 2006 - October 2011
BB&T July 2002 - December 2004
Skills
Golf, Mortgage Lending, FHA, Refinance, Mortgage Marketing, Investment Properties, Real Estate, Finance, Loan Origination, Mortgage Banking, Residential Mortgages, Loans, FHA financing
Education
Bellarmine University 1972 — 1975
MBA & BA, Business/Economics
Bellarmine University
MBA, Business Management
Commonwealth Bank & Trust May 2012 - Present
Commonwealth Bank & Trust June 2014 - August 2014
Walmart May 2011 - August 2011
Evergreen Real Estate May 2008 - August 2009
Skills
C++, HTML, Computer Literate, Computer Hardware, Computer Maintenance, Mathematics, Microsoft Office 2010, Microsoft Office 2003, Software Installation, Game Design, Unreal Engine 4, Unity3D, Video Editing, Group Management, 3D Modeling, 3D Studio Max, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Customer Service, Microsoft Office, Teamwork, Social Media, Project Management, Strategic Planning, Programming, Windows, Team Leadership, Computer Repair, Computer Science
Education
Eastern Kentucky University 2013 — 2014
Bachelor of Science (B.S.), Computer Science, Junior
University of Kentucky 2009 — 2013
PBI Bank September 2013 - Present
Stockton Mortgage Corp. January 2013 - September 2013
PBI Bank, Inc December 2010 - December 2012
Commonwealth Bank & Trust May 2007 - December 2010
PNC Bank 1990 - 1994
Skills
Loans, Credit Analysis, Mortgage Lending, Banking, Consumer Lending, Retail Banking, Commercial Banking, Lines Of Credit, Risk Management, Financial Analysis, Mortgage Underwriting, Mortgage Banking, Residential Mortgages, FHA, VA loans, FHA financing, USDA, Home Equity Lines of..., Secondary Market, Home Equity Loans, Second Mortgages, Government Loans
Education
INDIANA UNIVERSITY COLUMBUS CAMPUS
Indiana University Bloomington
Commonwealth Bank & Trust October 2006 - Present
Stock Yards Bank and Trust March 1993 - 2006
Skills
Underwriting, FHA, Loans, Loan Origination, Mortgage Lending, Commercial Banking, Refinance, Residential Mortgages, Mortgage Banking, Credit, Financial Analysis, Short Sales, Lead Generation, Banking, Credit Analysis, Investment Properties, Real Estate, Managerial Finance, Sales Management, Consumer Lending, Portfolio Management, USDA, VA loans, Reverse Mortgages, FHA financing, First Time Home Buyers, Commercial Lending, Branch Management, Commercial Mortgages
Education
University of Louisville 1977 — 1982
BSBA, Marketing, Management
KY Home Realty March 2013 - Present
Professional Bank Services October 2009 - Present
Independent Credit Risk Consultants October 2008 - Present
Crowe Chizek and Company LLC October 2004 - October 2009
Crowe Horwath LLP October 2003 - October 2008
Professional Bank Services June 2004 - October 2004
Magnolia Bank April 2002 - October 2004
Commonwealth Bank & Trust April 2002 - May 2004
Shelby County Trust Bank August 1994 - April 2002
Shelby County Trust Bank 1994 - 2002
Skills
Internal Audit, Banking, Credit Risk, Financial Analysis, Financial Risk
Education
Bellarmine University 1980 — 1983
BA, Accounting/Computer Science
Bellarmine College
B.A. Accounting / A.A.S, Computer Science
Fern Creek High School
Certified Community Bank Compliance OfficerGraduate of the KY Bankers Association Compliance School
Commonwealth Bank & Trust June 2015 - Present
PrimeLending August 2008 - May 2015
CTX Mortgage Company September 1997 - August 2008
Skills
Mortgage Lending, Refinance, FHA, New Home Sales, Single Family Homes, Investment Properties, Real Estate, Referrals, Loans, Buyers, Foreclosures, Buyer Representation, First Time Home Buyers, New Homes, VA loans, USDA, Residential Mortgages, FHA financing, Loan Origination, Mortgage Banking, Finance, Certified Mortgage..., Reverse Mortgages, Government Loans, Mortgage Underwriting, HUD, Real Estate Financing, Construction Loans, Investors, REO, Mortgage Marketing, Real Estate Economics, Short Sales, Loss Mitigation, VA Loans
Education
Purdue University
Business
Jackson Real Estate RealtorFish Real EstateApril 2007 - July 2011
FISH/GMAC Real Estate 2007 - 2009
Commonwealth Bank & Trust 1989 - 1992
Skills
Buyer Representation, Relocation, Listings, Real Estate
Education
Bloomsburg University of Pennsylvania 1991 — 1992
MBA, Business
Penn State University 1969 — 1973
BS, Bus Adm - Finance
South Williamspoort Area High School 1965 — 1969
Diploma
Polley Associates
Commonwealth Bank & Trust November 2010 - Present
Skills
Banking, Microsoft Word, Cash Management, Deposits, Teller Operations, Customer Service, Microsoft Excel, PowerPoint
Education
Sullivan University 2011 — 2015
Bachelor of Science in Business Administration-Finance, Finance
PrimeLending March 2011 - Present
Commonwealth Bank & Trust February 2009 - March 2011
Mortgage Bankers Association of Louisville 2006 - 2011
Skills
Loan Origination, Mortgage Banking, FHA, Short Sales, Mortgage Lending
Education
Georgetown College
Southern High School, Louisville, KY
Sanctuary Homes May 2005 - Present
Commonwealth Bank & Trust May 1992 - November 2002
Skills
Residential, Construction, Home, Customer Service, Residential Homes, FHA, First Time Home Buyers, Strategic Planning, Mortgage Banking, Small Business, New Business Development, Purchasing, Sales, Marketing, Investment Properties, Real Estate, Refinance, Negotiation, Budgets, Sales Management, Single Family Homes, Contract Negotiation, Renovation
Education
University of Kentucky 1989 — 1992
Finance, Finance, Economics, English and American Literature
Commonwealth Bank & Trust January 2011 - Present
Bank of America Home Loans July 2004 - January 2010
Skills
First Time Home Buyers, Loans, Foreclosures, Investments, Insurance, Customer Service, Finance, Refinance, Mortgage Lending, Mortgage Banking, Selling, Residential Homes, Credit, FHA, VA loans, Real Estate, Investment Properties, FHA financing, Loan Origination, Residential Mortgages
Education
University of Kentucky 1996 — 2001
nCino, Inc. January 2014 - Present
Great Western Bank 2011 - 2013
Commonwealth Bank & Trust 2009 - 2011
Self Employed 2007 - 2008
National City Corporation 2006 - 2007
National City Corporation 2004 - 2005
National City Corporation 2001 - 2004
National City Corporation 1996 - 2001
Skills
Senior Executive with...
Education
Indiana University Bloomington 1982 — 1986
JD/MBA, Corporate Finance and Securities Law
Lake Forest College 1979 — 1982
B.A., Economics
Electronic Arts July 2006 - Present
Commonwealth Bank & Trust January 2004 - July 2006
Skills
Active Directory, Databases, Vendor Management, Technical Support, Windows Server, Microsoft SQL Server, Windows 7, SQL, Servers, Software Documentation, Microsoft Office, Computer Hardware, Hardware Support, Information Technology, VMware, Microsoft Office 2007, Software Implementation, Oracle Applications, Warehouse Management, Visio, Computer Maintenance, Hardware, ERP, Process Improvement, Disaster Recovery, Microsoft Office 2003, ITIL, Windows Server 2003, Windows Server 2008, Server Hardware, PC maintenance, Management, Project Management
Education
Sullivan University 2012 — 2016
Bachelor's degree, Computer/Information Technology Administration and Management
Ashford I.T. Global 2014 — 2014
ITIL Foundation
North Hardin 1991 — 1994
DocuTech October 2013 - Present
Commonwealth Bank & Trust December 2012 - October 2013
Commonwealth Bank & Trust January 2008 - December 2012
Stock Yards Bank & Trust May 1998 - January 2008
Skills
Banking, Mortgage, FHA, Residential Mortgages, Mortgage Lending, Mortgage Marketing, Credit, Loans, Mortgage Banking, Credit Analysis, Loan Origination, Refinance, Consumer Lending, Financial Analysis, Underwriting, USDA
Education
Bellarmine University 1989 — 1992
MBA
Bellarmine University 1984 — 1988
Bachelors, Economics, Psychology
Public Savings Bank October 2007 - Present
PSB1031 Corp. October 2007 - Present
Re/Max All Stars May 2006 - Present
First State Abstract April 2003 - August 2007
Commonwealth Bank & Trust June 1998 - April 2003
Education
Temple University 1997 — 1998
Buetow, LeMastus & Dick, PLLC July 2015 - Present
Commonwealth Bank & Trust July 2014 - July 2015
Vanguard Academy March 2013 - July 2014
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Accounting, Outlook, Budgets, Accounts Payable, Research
Education
University of Louisville 2015 — 2019
Bachelor’s Degree, Accounting
Western Kentucky University 2011 — 2012
Bachelor’s Degree, Mathematics
Commonwealth Bank & Trust May 2014 - Present
BancCard of America July 2012 - May 2014
First Capital Bank of Kentucky December 2008 - May 2011
Fifth Third Bank July 2007 - April 2008
Community Trust Bank December 2001 - July 2007
Skills
Merchant Services, Banking, Mortgage Lending, Loans, Sales Management, Commercial Banking, Small Business Lending, Customer Service, Team Building, Mortgage Banking, Referrals, Private Banking, Sales Presentations, Oral & Written..., Finance, Negotiation, Customer Retention, Credit Cards, Sales, Portfolio Management, CRM, Budgets, Cash Management, Small Business, Cold Calling
Education
Mid-Continent University 2008 — 2010
B.S, Business Management
Eastern Kentucky University 1999 — 2002
Elementary Education
Boyle County High School 1995 — 1999
Commonwealth Diploma
Commonwealth Bank & Trust August 2014 - Present
Commonwealth Bank & Trust September 2012 - August 2014
University of Louisville Office of Government Relations May 2012 - August 2012
Skills
Personal Trust..., Legal Compliance, Trust Services, Strategic Planning, Marketing, Leadership, Customer Service, Microsoft Office, Investments, Microsoft Word, Legal Documents, PowerPoint, Microsoft Excel, Social Media, Sales, Legal Research, Public Speaking, Finance, Legal Writing, Trusts, Legal Advice
Education
Louis D. Brandeis School of Law at the University of Louisville 2011 — 2014
Juris Doctor (J.D.)
University of Kentucky 2007 — 2011
Bachelor of Science, Business Administration; Finance
Commonwealth Bank & Trust January 2014 - Present
Bank of America September 2011 - December 2013
Bank of America Home Loans November 2010 - September 2011
Skills
Banking, Financial Analysis, Sales, Microsoft Excel, Mortgage Lending, Social Media, Treasury Management, Treasury Services, Credit, Credit Analysis, Management, Customer Service
Education
University of Kentucky 2004 — 2009
Bachelor of Science, Economics
Commonwealth Bank & Trust December 1999 - Present
Louisville Trust Company December 1998 - December 1999
The Sachs Company December 1984 - December 1999
Skills
Personal Trust..., Financial Services, Trust Services, Accounting, Wealth Management..., Private Banking, Wealth Management, High Net Worth..., Strategic Financial..., Management, Family Office, Commercial Banking, Mortgage Lending, Investment Advisory
Education
University of Louisville
Master of Business Administration (M.B.A.)
University of Notre Dame
Bachelor of Science (B.S.), Finance, General
JPMorgan Chase & Co. 2013 - Present
Commonwealth Bank & Trust 2011 - 2013
PNC Bank 2004 - 2011
Fifth Third Bank 1998 - 2004
Skills
Banking, Retail Banking, Loans, Refinance, Credit, Cross Selling, Commercial Banking, Small Business Lending, Cold Calling, Coaching, Finance, Leadership, Customer Service
Education
University of Cincinnati
Arkham Executive August 2009 - Present
Renaissance Executive Forums September 2009 - May 2011
Commonwealth Computer Recycling February 2008 - April 2011
Commonwealth Bank & Trust May 2009 - September 2009
Countrywide Home Loans, Inc. July 2004 - May 2009
Fifth Third Bank May 2001 - July 2004
PNC Mortgage 1994 - 2000
Blue Star 1999 - 1999
Skills
Business Strategy, Small Business, Business Growth, Public Speaking, Real Estate, Customer Relations, Sales Management, Change Management, Risk Management, Management Consulting, Banking Relationships, Commercial Banking, Strategic Planning, Sales Support, Cash Management, Banking, Mortgage Banking, Questions, Management, Building Relationships, Business Development, Customer Service, Budgets, Business Planning, Team Building, Account Management, New Business Development, Negotiation, Marketing, Training, Sales, Leadership, Workshop Facilitation, Leadership Development, Strategy, Project Management, Team Leadership, Financial Analysis, Social Media Marketing, Entrepreneurship, Coaching, B2B, Selling, Sales Operations, Executive Management, Start-ups, Business Networking, Networking, Contract Negotiation, Mergers & Acquisitions
Education
CSUN 1983 — 1984
BA, Communications, Accounting
New Mexico Military Institute 1979 — 1981
AA, General Studies
Marine Military Academy 1976 — 1979
High School
Commonwealth Bank & Trust August 2011 - April 2013
Skills
Customer Service, Credit, Financial Analysis, Loans, Team Building, Deposits, Public Speaking, Underwriting, Consumer Lending, Mortgage Lending, Commercial Banking, Insurance, Branch Management, Refinance, Risk Management, Loan Origination, Banking, Mortgage Banking, Public Relations, Strategic Planning, Retail Banking, Residential Mortgages, FHA financing, Cross Selling
Education
University of Louisville 2006 — 2008
Bachelor of Business Administration (BBA)
Western Kentucky University 2002 — 2004
Commonwealth Bank & Trust January 2010 - Present
Chase January 2007 - June 2010
Republic Bank January 2003 - January 2007
Education
University of Louisville
Bachelor's degree, Psychology
Commonwealth Bank & Trust May 2014 - Present
Magnolia Bank September 2012 - April 2014
CrossCountry Mortgage Inc. December 2011 - August 2012
Skills
Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Credit Analysis, FHA, Refinance, Residential Mortgages, Consumer Lending, Sales, Customer Service, VA loans, FHA financing, Account Management, Leadership, Investment Properties, Government Loans, Training, First Time Home Buyers, Business, Banking, Credit, Real Estate, Financial Analysis, Home Equity Lines of..., Underwriting
Education
Cleveland State University 2007 — 2008
MBA, Business
Spalding University 2003 — 2007
Business Management, Finance/ Marketing/ Communication
Commonwealth Bank & Trust September 2015 - Present
Park Community Credit Union February 2013 - September 2015
Park Community Credit Union January 2012 - February 2013
Fifth Third Bank January 2007 - January 2012
Wells Fargo Financial May 2006 - January 2007
Mercer Human Resource Consulting March 2005 - May 2006
Skills
Recruiting, Banking, Management, Talent Management, Sales Management, Loans, Credit, Data Analysis, Mortgage Lending, Financial Analysis, Commercial Banking, Credit Analysis, Consumer Lending, Lines Of Credit, Small Business Lending, Customer Service, Finance, Leadership
Education
Bellarmine University 2007 — 2009
MBA, Business Administration
Bellarmine University 2002 — 2006
Bachelor of Arts, Business Administration
Accredited Wealth Management May 2014 - Present
Commonwealth Bank & Trust October 2006 - May 2014
Commonwealth Bank & Trust May 2002 - October 2006
Skills
Portfolio Management, Investment Strategies, Wealth Management, Finance, Mutual Funds, Investment Management, Risk Management, Equities, Fixed Income Analysis, New Business Development, Financial Analysis, Options, Equity Research Analysis, Team-oriented, Bloomberg, Equity Trading, Estate Planning, Investments, Financial Services, Management
Education
University of Louisville 2006 — 2008
MBA, Business
Indiana University-Southeast 1994 — 2002
BA, Business
Floyd Cental 1990 — 1994
Movement Mortgage, LLC July 2015 - Present
Commonwealth Bank & Trust December 2014 - July 2015
Urban Groomed , LLC August 2014 - July 2015
EPIC Real Estate Solutions, Inc August 2013 - May 2014
Fifth Third Bank 2011 - 2014
Professional Mortgage Banker 1998 - 2014
Right At Home, Greater Cincinnati 2010 - 2011
Emeritus 2009 - 2010
Skills
Customer Service, Marketing Strategy, Referrals, Senior Services, Key Performance..., Elder Care, Relationship Building, Brand Development, Performance Management, Social Networking, Interpersonal..., Sales, Healthcare, Time Management, Processing, Property Management, Real Estate Transactions, Cookbooks, Outlook, Market Analysis, Entrepreneurship, Mortgage Banking, Communication, Community Outreach, Product Development, Loans, File Management, Cooking, Remote Desktop, Appointment Generation, Organizational..., Computer Proficiency, Databases, Sales Presentations, Mortgage Lending, Credit Risk, Team Building, Sales Management
Education
Learn Smart 2015 — 2016
Business, Management, Marketing, and Related Support Services
Hondros College
Mortgage Lending
Sinclair Community College
AGRIfinancial Services August 2013 - Present
AGRIfinancial Services June 2012 - August 2013
Commonwealth Bank & Trust 2011 - 2012
Skills
Agribusiness, Agricultural Economics, Non-profit Volunteer, Non-profit Leadership, Microsoft Office, Customer Service, Marketing, Organization, Multi Tasking, Remote Deposit Capture, Appointment Scheduling, Phone Etiquette, Web Chat, Accurate Data Entry, Volunteering, Loans, Financial Analysis, Banking, Marketing Communications, Credit Analysis, Loan Origination, Credit, Finance, Risk Management, Insurance, Portfolio Management, Prison Ministry, Customer Satisfaction, Loan Servicing, Training, Escrow, Financial Statements, Payments, Typing, Fax, Commercial Lending, Mortgage Lending
Education
McKendree University 2014 — 2016
Master of Business Administration (M.B.A.)
University of Kentucky 2009 — 2012
Agriculture Economics, Business Administration Minor
Morehead State University 2008 — 2009
Business Finance
Louisville Male Traditional High School 2004 — 2008
Optimal IdM April 2013 - September 2013
Nationstar Mortgage October 2012 - January 2013
Aurora Loan Services, A Lehman Brothers Company July 2002 - September 2012
Equity One August 2000 - September 2001
Modern Computing Concepts March 1999 - August 2000
Commonwealth Bank & Trust April 1998 - March 1999
Eastern Mortgage Services October 1994 - April 1998
Skills
Microsoft Office..., SharePoint Designer, .NET, Web Development, Requirements Gathering, Business Analysis, SDLC, Process Improvement, SQL, Project Management, Microsoft SQL Server, Linux, MySQL, Mortgage Lending, Agile Methodologies, JavaScript, PHP, Perl, User Acceptance Testing
Education
Saint Joseph's University
Delaware County Community College
Merrill Lynch May 2015 - Present
Commonwealth Bank & Trust January 2015 - May 2015
CU Channels, LLC November 2013 - 2014
Kentuckiana Pool Management May 2013 - August 2013
Kentuckiana Pool Management May 2013 - August 2013
State Farm June 2011 - July 2011
Skills
Work Ethic, Computers, Mac OS, Analysis, Organization, Scheduling Management, Friendly Personality, Learning Quickly, Adaptability, Accepting Responsibility, Typing, Harmony, Cpr Certified, Motivation, Keen Listener
Education
University of Louisville 2011 — 2015
B.S.B.A., Finance, General
University of Louisville 2011 — 2015
Finance, B.S , Finance, General
Commonwealth Bank & Trust September 2015 - Present
Commonwealth Bank & Trust May 2010 - Present
John P. Schmidt CPA, PSC February 2008 - May 2010
Nationwide Insurance October 2006 - January 2008
Skills
Microsoft Office, Excel, Word, Customer Service, Public Speaking, Customer Relations, PowerPoint, Insurance, Accounting, Banking, Sales, Microsoft Word, Microsoft Excel, Mortgage Lending, Risk Management, Marketing, Budgets, Credit, Leadership, Loans, Process Improvement, Strategic Planning, Management, Investments, Outlook, Financial Reporting, Strategic Financial..., Small Business, Wealth Management, Account Management, Cash Management, Financial Analysis, Team Building, Social Media, Event Planning, Finance
Education
Bellarmine University 2012 — 2013
Certified Financial Planner Certificate
University of Kentucky 2000 — 2005
Finance
St. Xavier 1996 — 2000
Commonwealth Bank & Trust August 2007 - Present
Education
University of Louisville 1979 — 1982
Master's, Business & Education
Trover Solutions February 2012 - Present
Comdata July 2008 - February 2012
Advanced Business Solutions January 2006 - July 2008
Commonwealth Bank & Trust May 2007 - November 2007
Skills
Network Administration, Process Automation, Network Security, Troubleshooting, Disaster Recovery, Active Directory, Windows Server, Cisco Technologies, VMware
Education
LTI 2005 — 2007
Associate, Computer Network Administration
Eastern Kentucky University 2004 — 2004
Computer Science
Indiana University Southeast
BS, Computer Science
Cox Media Group December 2014 - Present
Ernst & Young September 2012 - December 2014
French Wolf & Farr November 2009 - April 2012
E*TRADE Financial May 2009 - November 2009
Commonwealth Bank & Trust July 2006 - May 2009
Commonwealth Bank & Trust Company November 2005 - July 2006
Skills
Investments, Banking, Financial Analysis, Accounting, Financial Accounting, General Ledger
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2012
MPA, Master of Accountancy
Bellarmine University 2006 — 2008
MBA, Master of Business Administration
Western Kentucky University 2001 — 2005
BA, Bachelor of Arts Degree in Broadcast Journalism
Caesars Entertainment Corporation January 2013 - Present
Commonwealth Bank & Trust May 2011 - November 2012
The Bank of Kentucky April 2007 - May 2011
Ohio National Financial Services December 2005 - April 2007
KeyBank January 2005 - December 2005
Skills
Sales, Management, Banking, Customer Service, Auditing, Variance Analysis, Casino, Branch Banking, Insurance, Cash Management
Education
Northern Kentucky University 2009 — 2011
Master's Degree, MBA
Northern Kentucky University 1999 — 2004
Bachelor's Degree, BS in Marketing
Commonwealth Bank & Trust July 2014 - Present
Commonwealth Bank & Trust January 2014 - July 2014
Skills
Corporate Finance, Leadership, Marketing, PowerPoint, Microsoft Excel, Teamwork, Budgets, Team Leadership, Strategic Planning, Management, Project Management, Financial Analysis, Finance, Insurance, Time Management
Education
University of Louisville 2010 — 2014
B.S.B.A., Finance
Hamilton Southeastern HIgh School 2006 — 2010
Yum! Brands July 2015 - Present
Yum! Brands May 2015 - July 2015
Taco Bell May 2014 - May 2015
Commonwealth Bank & Trust May 2012 - May 2014
Commonwealth Bank and Trust February 2012 - May 2012
GE December 2010 - February 2012
Education
University of Louisville 2008 — 2012
B.S., Finance
Ballard High School 2004 — 2008
First Financial Bank October 2009 - Present
Irwin Financial Corporation April 2004 - October 2009
PNC Financial Services Group June 1991 - April 2003
E & Y January 1998 - September 1999
Commonwealth Bank & Trust November 1986 - June 1991
Skills
Credit, Loans, Banking, Credit Analysis, Mortgage Lending, Underwriting, Financial Risk, Portfolio Management, Consumer Lending, Commercial Banking, Credit Risk, Financial Analysis, Risk Management, Commercial Lending, Process Improvement, Financial Modeling, Strategic Planning, Business Analysis, Valuation, Analysis, Retail Banking, Small Business Lending, Treasury Management
Education
Bloomsburg University of Pennsylvania 1984 — 1985
M.B.A., Finance, Management
Indiana University of Pennsylvania 1979 — 1983
B.S., Accounting, MIS
SinglePoint Solutions December 2009 - Present
PAETEC January 2003 - December 2009
Leggett & Platt February 2000 - January 2003
Commonwealth Bank & Trust 1998 - 2000
Skills
Telecommunications, Account Management, VoIP, Managed Services, Direct Sales, Solution Selling, Salesforce.com, Unified Communications, Sales Management, Sales, Call Centers, Wireless, Telephony, Customer Service, Selling, Sales Operations, Sales Process, Customer Retention, Cold Calling, IP, T1, Strategic Partnerships, SaaS, SIP Trunking, Co-location
Education
Kentucky State University 1999 — 2002
Business Administration and Management, General
Hazard Community and Technical College 1998 — 1999
Accounting
Shelby County High School
Commonwealth Bank & Trust November 2005 - Present
Education
Indiana Wesleyan University 2014 — 2016
Associate’s Degree, Business Administration and Management, General, 4.0
Commonwealth Bank & Trust May 2013 - Present
JPMorgan Chase October 1995 - April 2013
Skills
Loan Servicing, Financial Services, Risk Management, Commercial Banking, Commercial Lending, Loans, Banking, Consumer Lending, Credit, Credit Analysis, Financial Analysis, Loan Origination, Mortgage Banking, Mortgage Lending, Portfolio Management
Education
Ball State University - College of Business 1991 — 1995
Commonwealth Bank & Trust April 2014 - Present
Magnolia Bank October 2012 - April 2014
CrossCountry Mortgage Inc January 2010 - December 2012
Allied Home Mortgage July 2002 - October 2011
Skills
Mortgage Lending, Mortgage Banking, Loans, FHA, Loan Origination, Refinance, Residential Mortgages, USDA, Credit, VA loans, FHA financing, Banking, Reverse Mortgages, Underwriting, First Time Home Buyers, Risk Management, Strategic Planning, Real Estate, Customer Service, Refinancings
Education
University of Kentucky 1992 — 1997
B.A Social Sciences, Sociology
Male High School-Louisville, KY 1989 — 1992
High School Diploma
Commonwealth Bank & Trust January 2005 - Present
Commonwealth Bank & Trust Company January 2005 - Present
BB&T December 1998 - January 2005
Skills
Banking, Treasury Management, Financial Analysis, Commercial Banking, Cash Management, Credit, Treasury Services, Portfolio Management, Risk Management, Loans
Education
Eastern Kentucky University
McKesson Health Solutions April 2011 - Present
McKesson August 2003 - March 2011
Commonwealth Bank & Trust June 2001 - October 2002
Skills
Process Improvement, Software Documentation, SharePoint, Metrics, Account Management, Healthcare Information..., Microsoft Office, Project Management, Customer Service, Visio, HIPAA, Healthcare, Leadership, Business Analysis
Education
Saint Joseph's University 2002 — 2005
Temple University 2001 — 2002
Commonwealth Bank & Trust September 2015 - Present
Fifth Third Bank January 2008 - September 2015
Lexington Mortgage Company September 2002 - January 2008
mymortgagepro September 2001 - September 2002
Skills
Residential, Mortgage Lending, Financial Advisory, Real Estate, Mortgage, Loans, Mortgage Banking, Loan Origination, Residential Mortgages, Relationship Management, Real Estate Financing, Real Estate Economics, Recruiting, Banking, Consumer Lending, Credit Analysis, Referrals, Refinance, Management, Sales, Leadership, Credit, Customer Service, Investment Properties, Marketing, Residential Homes, Mortgage Marketing, First Time Home Buyers, FHA
Education
Ignite Louisville 2012 — 2013
Focus Louisville 2011 — 2011
University of Kentucky 1994 — 1998
BA, Political Science
Henderson County High School 1990 — 1994
University of Pennsylvania January 2010 - Present
University of Pennsylvania Health System November 2001 - January 2010
GlaxoSmithKline 2001 - 2001
Commonwealth Bank & Trust 1999 - 2001
Tenet Elkins Park 1994 - 1999
Education
Drexel University - LeBow College of Business
MBA, human resources
University of Pittsburgh 1985 — 1988
BA, Business & Spanish
Commonwealth Bank & Trust September 2012 - Present
Discover Financial Services May 2011 - September 2012
Surepoint Lending January 2003 - May 2011
Skills
Credit, Credit Analysis, Financial Risk, Loans, Mortgage Banking, Mortgage Lending, Refinance, Underwriting, FHA, Banking, Consumer Lending, Loan Origination, FHA financing, Residential Mortgages, VA loans, FHA Financing, VA Loans
Education
Salem State University 1997 — 2001
BSBA, Accounting
Virginia Polytechnic Institute and State University 1993 — 1996
Accounting
Commonwealth Bank & Trust August 2007 - Present
National City Bank 1996 - 2007
National City Bank 1996 - 2007
PNC Financial Services Group 1990 - 1996
Skills
Financial Analysis, Commercial Banking, Strategic Financial..., Mutual Funds, Banking, Loans, Portfolio Management, Credit, Investment Strategies, Investments, Risk Management, Mergers & Acquisitions, Investment Advisory, Wealth Management, Accounting, Asset Management, Estate Planning, Strategic Planning, Asset Managment, Finance, Mortgage Lending
Education
University of Kentucky 1975 — 1979
BS Accounting, Accounting
Commonwealth Bank & Trust October 2011 - Present
Independent Contractor February 2003 - Present
PNC Mortgage October 2009 - October 2011
National City Mortgage February 2003 - October 2009
National City Mortgage September 2001 - February 2003
Skills
Web Design, Teamwork, Microsoft Office, Microsoft Excel, Customer Service, Access, Microsoft Word, PowerPoint, Marketing, HTML, CSS, PHP, Wordpress, Google Analytics, Google Adwords, Blogging, Graphic Design, Training
Education
Sullivan University 2001 — 2004
Bachelor of Science, Information Technology & Web Design
Butler Traditional High School 1996 — 2000
Art Major, Art & Graphic Design
Commonwealth Bank & Trust August 2006 - Present
Skills
Bloomberg
Education
Bellarmine University 2001 — 2004
MBA
Rollins College 1996 — 2000
Economics
First Niagara Bank April 2004 - Present
First Niagara Bank 2004 - Present
Hudson United Bank May 2000 - February 2004
Commonwealth Bank & Trust January 1995 - May 2000
Skills
Commercial Banking, Branch Administration, Retail Banking, Consumer Lending, Small Business Lending, Commercial Lending, Banking, Loans, Credit, Branch Banking, Branch Management, Credit Analysis, Mortgage Lending, Loan Origination, Commercial Mortgages, Lines Of Credit
Education
La Roche College 1977 — 1979
bs, Managment & Design
Brown-Forman June 2013 - Present
Commonwealth Bank & Trust September 2010 - June 2013
Ares Technologies October 2008 - August 2010
Jefferson National 2007 - August 2010
Louisville Saints Football January 2009 - March 2010
Humana October 2005 - October 2007
Grindmaster Corporation 2002 - 2005
TechRepublic 2001 - 2002
Grindmaster Corporation 1998 - 2001
US Navy June 1990 - June 1998
Skills
Systems Engineering, Network Engineering, Virtualization, Storage Area Networks, VoIP, Wireless Networking, Network Security, Electronics, VMware, Cisco, Windows Server 2008, Network Design, WLAN, Active Directory, Routers, Firewalls, Microsoft Office..., Microsoft Lync Server, Network Administration, Windows Server, Cisco Technologies, DNS, SAN, VPN, Servers, Networking
Education
University of Louisville 2001 — 2002
Liberal Arts
University of Maryland 1991 — 1992
Liberal Arts
Valley High School 1986 — 1990
Diploma
VWR Management LLC January 2012 - Present
Smiths Group plc October 2005 - January 2009
Smiths Group plc April 2002 - January 2009
Commonwealth Bank & Trust 1998 - 2001
Commonwealth Bank & Trust 1996 - 1998
Paychex 1994 - 1996
Skills
Payroll Management, General Ledger..., General Ledger..., Financial Accounting, Accounting, Operational Streamlining, Operational Planning, Budget Analysis, Budget Preparation, Financial Analysis, Corporate Finance, Treasury Functions, Accounts Payable, Accounts Receivable, Benefits Administration, Payroll Taxes, ADP Payroll, Multi-state Payroll, General Ledger, Financial Reporting, Auditing, Finance, Cash Management, Internal Audit, Employee Benefits, Fixed Assets, Financial Modeling, Journal Entries, Deferred Compensation, Banking, Cost Accounting, Bookkeeping, Internal Controls, Consolidation, Process Improvement, Managerial Finance, Forecasting, Access, Contract Negotiation, Financial Statements, Cash Flow, Onboarding, Time Management, HRIS
Education
Delaware Valley University 1986 — 1991
Bachelor of Science, Business Administration
Commonwealth Bank & Trust June 2015 - Present
Commonwealth Bank & Trust August 2009 - June 2015
Skills
Banking, Commercial Banking, Consumer Lending, Credit, Credit Analysis, Financial Analysis, Loans, Mortgage Lending, Portfolio Management, Underwriting, Mortgage Banking, Loan Origination, Commercial Lending, Refinance, Retail Banking
Education
Stonier Graduate School of Banking at Wharton 2012 — 2014
Graduate, Banking
CCIM Institute 2008 — 2010
Certified Commercial Investment Member, Commercial Real Estate
Centre College 1994 — 1998
Bachelors, Economics
Commonwealth Bank & Trust February 2013 - Present
Commonwealth Bank & Trust June 2010 - February 2013
Regions Financial Corporation May 2006 - June 2009
Fenley Real Estate May 2003 - May 2006
GVA Williams Real Estate March 2001 - August 2002
Cushman & Wakefield July 2000 - March 2001
Williams Real Estate June 1997 - July 2000
Skills
Loans, Credit, Financial Analysis, Credit Analysis, Portfolio Management, Real Estate, Financial Reporting, Investment Properties, Real Estate Economics, Leases, Cash Flow, General Ledger, Banking, Underwriting, Accounting, Construction Loans, Real Estate Financing, Property Management, Account Management, Budgets, Cash Management, Commercial Banking, Customer Service, Loan Origination, Mortgage Lending, Negotiation, New Business Development, Process Improvement, Sales Management, Strategic Planning, Team Building
Education
University of Louisville 1986 — 1991
BSBA, Accounting
Commonwealth Bank & Trust February 2013 - February 2013
PrimeLending May 2011 - February 2013
Commonwealth Bank & Trust November 2008 - May 2011
1st Independence Bank July 2002 - November 2008
Commonwealth Bank & Trust February 2000 - July 2002
PNC Bank September 1986 - February 2000
PNC Mortgage 1986 - 2000
Skills
Jumbo Mortgage, Super Jumbo, Condos, FHA financing, USDA Rural, Veterans Administration, Customer Service, Community Outreach, FHA, Mortgage Lending, Loans, Sellers, Single Family Homes, Foreclosures, Real Estate Transactions, Refinance, Underwriting, Residential Mortgages, Credit, Loan Origination, Reverse Mortgages, Mortgage Banking, Construction Loans, Government Loans, FHA Financing
Education
Michigan State University
Finance
Northville High School
Humana August 2014 - Present
Commonwealth Bank & Trust May 2014 - August 2014
Magnolia Bank August 2012 - May 2014
CrossCountry Mortgage, Inc. December 2011 - August 2012
Advanced Solutions June 2010 - June 2011
Gateway Grizzlies July 2008 - September 2009
Skills
Sales, Account Management, Customer Service, Sales Management, Leadership
Education
Cleveland State University 2007 — 2008
MBA
Spalding University 2003 — 2007
Bachelor's, Business Administration
St. Xavier High School 1999 — 2003
Diploma
Commonwealth Bank & Trust May 1995 - Present
Education
University of Louisville 1987 — 1993
Bachelor of Business Administration (BBA), Business Administration and Management, General
Dahlem Company, Inc September 2013 - Present
Republic Bank & Trust Company August 2012 - August 2013
Commonwealth Bank & Trust April 2012 - August 2012
Commonwealth Bank & Trust September 2010 - July 2012
Hinton McGraw Builders Developers May 2009 - September 2010
Poe Companies, LLC March 2006 - May 2009
Skills
Banking, Credit, Financial Analysis, Loans, Accounting, Risk Management, Budgets, Underwriting, Commercial Banking, Consumer Lending, General Ledger, Strategic Planning, Payroll, Microsoft Excel, Customer Service, Mortgage Banking, Microsoft Word, Mortgage Lending, Change Management, Microsoft Office, Cash Management, Financial Modeling
Education
Bellarmine University 2001 — 2002
MBA, Business Admin
Bellarmine University 1997 — 2001
Bachelor of Arts, Accounting
Commonwealth Bank & Trust May 2005 - Present
Bank One May 1995 - February 2000
Skills
Banking, Loans, Credit, Consumer Lending, Mortgage Lending, Commercial Banking, Customer Service, Retail Banking, Deposits, Cross Selling, Underwriting, Customer Satisfaction, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Team Leadership, PowerPoint, Software Documentation, Time Management
Education
University of Louisville
Bachelor of Arts (BA), Psychology
Commonwealth Bank & Trust October 2014 - Present
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Sales, Banking, Finance, Lines Of Credit, Access, Loans
Education
Elizabethtown Community and Technical College
Business Administration and Management, General