Finemark National Bank & Trust
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Finemark National Bank & Trust Employees
Finemark National Bank & Trust April 2012 - Present
Northern Trust June 2004 - March 2012
MGIC 1999 - 2004
Minor League Baseball 1994 - 2001
Principal Financial Group June 1992 - March 1994
Skills
Lines Of Credit, Banking, Real Estate, Financial Analysis, Loans, Credit, Investments, Commercial Lending, Residential Mortgages, Commercial Mortgages, Mortgage Lending, Credit Analysis, Portfolio Management, Wealth Management, Mortgage Banking, Private Banking, Loan Origination, Equities, Small Business
Education
University of Northern Iowa 1988 — 1992
B.A., Business Management, Business Communications minor
Kee High School
FineMark National Bank & Trust June 2011 - Present
Colonial Bank March 2003 - October 2009
SouthTrust Bank March 2000 - March 2003
Hancock Bank November 1972 - March 2000
Skills
Credit, Banking, Customer Service, Portfolio Management, Real Estate, Lines Of Credit, Loans, Commercial Lending, Small Business Lending, Mortgage Lending, Retail Banking, Commercial Mortgages, Wealth Management, Loan Origination, Consumer Lending, Credit Analysis, Investments, Cross Selling, Commercial Banking, Management, Leadership, Team Building
Education
Louisiana State University
St Pius
Intern Queen Inc. September 2015 - Present
Saks Fifth Avenue OFF 5TH April 2013 - Present
The Odyssey June 2015 - September 2015
ColorComm, Inc. July 2015 - July 2015
FineMark National Bank & Trust December 2014 - April 2015
Bonita Springs Area Chamber of Commerce October 2014 - December 2014
Florida Gulf Coast University August 2014 - December 2014
TigerDirect.com May 2014 - August 2014
Chipotle Mexican Grill January 2013 - May 2013
Publix Super Markets February 2010 - April 2013
Skills
Customer Service, Microsoft Excel, Marketing, PowerPoint, Social Networking, Social Media, Microsoft Word, Microsoft Office, Retail, Merchandising, Online Marketing, E-commerce, Facebook, Fashion, Marketing Communications, Online Marketplace, Final Cut Pro, Leadership, Social Media Marketing, Public Relations, Sales, Time Management, Public Speaking, Press Releases, At Multitasking, Marketing Strategy, Twitter, Advertising, Event Planning, Communication, Teamwork, Blogging, Email Marketing, Event Management, Management, Inventory Management, Marketing Management, Editing, Media Relations, Creative Writing, Newsletters, Research, Nonprofits, Writing, Strategic Planning, Adobe InDesign, WordPress, Photoshop, Strategic Communications, Online Advertising
Education
University of Central Florida 2015 — 2017
Bachelor’s Degree, Advertising-Public Relations
Florida Gulf Coast University 2013 — 2015
Associate’s Degree, Public Relations/Image Management
FineMark National Bank & Trust June 2015 - Present
FineMark National Bank & Trust December 2009 - June 2015
Northern Trust 1978 - 2009
Skills
Wealth Management, Alternative Investments, Estate Administration, Asset Allocation, Investments, Portfolio Management, Banking, Estate Planning, Investment Advisory, Loans, Wealth Management..., Securities, Series 7, Asset Management, Investment Management, High Net Worth..., Mutual Funds, Real Estate, Investment Strategies, Retirement Planning, Private Banking, Financial Advisory, Financial Analysis
Education
ABA National Graduate Trust School 1988 — 1990
CTFA, Trust
Campbell University 1972 — 1976
Bachelor of Arts (B.A.), English Language and Literature, General
FineMark National Bank & Trust May 2015 - Present
Vanguard June 2013 - May 2015
Vanguard July 2010 - June 2013
Vanguard July 2010 - August 2011
JPMorgan Chase April 2008 - July 2010
Victoria Funding Services August 2006 - December 2007
Merchants Funding Llc June 2004 - August 2006
Skills
Series 63, Series 6, Mortgage Lending, Fixed Annuities, Loans, Series 7, Uniform Combined State..., Mutual Funds, Retirement Planning, Series 65, Wealth Management, Investments, Finance, Refinance, Real Estate
Education
Arizona State University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
FineMark National Bank & Trust February 2013 - Present
FineMark National Bank & Trust January 2011 - February 2013
Lee Memorial Health System May 2010 - December 2010
FDIC as Receiver of Riverside Bank of the Gulf Coast February 2009 - July 2009
Riverside Bank of the Gulf Coast July 2008 - February 2009
Riverside Bank of the Gulf Coast April 2007 - June 2008
Fifth Third Bank December 2005 - March 2007
Fifth Third Bank January 2005 - November 2005
First National Bank of Florida November 2003 - December 2004
First National Bank of Florida February 2003 - November 2003
Skills
Microsoft Office, Windows 7, Windows XP Pro, iOS, Macintosh Applications, iWork, Salesforce.com, Sageworks, Metevante Insight, Loans, Loan Servicing, Mortgage Servicing
Education
Florida International University 2000 — 2002
Bachelor's Degree, Business Administration and Management, General
Edison Community College 1997 — 1999
Associate's Degree, General Studies
FineMark National Bank & Trust February 2013 - Present
Capital Bank September 2010 - January 2013
Source Interlink February 2003 - April 2005
Skills
Banking, Financial Analysis, Credit, Customer Service, Business Analysis, Human Resources
Education
University of Florida 1974 — 1977
Bachelor of Business Administration (B.B.A.), Marketing
University of Florida 1974 — 1977
BS Business Administration, Marketing
FineMark National Bank & Trust March 2011 - Present
Florida Weekly November 2009 - May 2010
The Forbes Company - Waterside Shops October 2009 - November 2009
Niche Media/Ocean Drive Magazine August 2007 - September 2009
The Zimmerman Agency May 2006 - April 2007
Skills
Event Planning, Fashion, Public Relations, Customer Service, Social Media Marketing, Microsoft Office, Social Media, Email Marketing, Microsoft Excel, Advertising, Marketing, Marketing Communications, Integrated Marketing, Microsoft Word, Press Releases, Management, Graphic Design, Account Management
Education
Florida State University 2003 — 2007
B.S., College of Communication - Advertising
South Fork High School 1999 — 2003
FineMark National Bank & Trust January 2009 - Present
Lahaina Realty September 2004 - May 2008
Scanlon Acura June 2006 - June 2007
Scanlon Acura February 2004 - June 2006
Skills
Banking, Teller Operations, Deposit Growth, Customer Service, Personal Banking, Strategic Planning, Leadership, Commercial Banking, Loans, Commercial Lending, Real Estate, Withdrawals, Loan Origination, Sales, Lines Of Credit, Jack Henry, Microsoft Word, Microsoft Office, Marketing, Graphic Design, Retail Banking, Credit, Notary Public, Microsoft Excel, Graphic Arts, Art Education, Mixed Media, Art History, Print Making, Sculpture, Team Building
Education
Metropolitan State College of Denver 1990 — 1993
Bachelor of Fine Arts (BFA), Art Education
Florida State University August 2013 - Present
The Zimmerman Agency January 2015 - September 2015
Tom James Company May 2015 - August 2015
Study Edge January 2014 - May 2015
The Zimmerman Agency August 2014 - December 2014
Tommy Hilfiger November 2011 - December 2014
Love Boat Ice Cream December 2010 - October 2011
FineMark National Bank & Trust May 2011 - August 2011
Skills
Retail, Sales, Social Media, Customer Service, Store Operations, Team Leadership, Cashiering, Loss Prevention, Microsoft Office, Microsoft Excel, Public Relations, Time Management
Education
Florida State University 2012 — 2016
Bachelor’s Degree, Marketing
Bishop Verot Catholic High School 2008 — 2012
FineMark National Bank & Trust February 2013 - Present
Capital Bank (Capital Bank Financial Corp.) March 2005 - January 2013
Skills
Human Resources, Banking, Succession Planning, Personnel Management, Deferred Compensation, HRIS, Performance Management, Onboarding
Education
University of Florida
Bachelor of Science (B.S.), Business Administration and Management, General
Personal Touch Theraputic Massage by Throne July 2014 - Present
FineMark National Bank & Trust November 2012 - February 2015
Northern Trust January 2012 - October 2012
U.S. Bank December 2006 - November 2011
First National Bank of Omaha August 1998 - December 2006
Skills
Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Lotus Notes, Access, Outlook, Administrative..., Positive Team Player, Client Service Oriented, Accounts Payable, Loans, Management, Human Resources, Banking, Client Services, Commercial Lending, Financial Analysis, Credit Analysis, Portfolio Management, Credit, Wealth Management
Education
Nebraska Wesleyan University 1989 — 1992
Associate of Science (A.S.), Massage Therapy/Therapeutic Massage
Encore Bank, N.A. January 2014 - Present
FineMark National Bank & Trust July 2011 - January 2014
Wells Fargo Home Mortgage March 2001 - May 2011
Skills
Loans, Real Estate, Commercial Lending, Banking, Alternative Investments, Mortgage Lending, Financial Analysis, Wealth Management, REO, FHA, Customer Service, Credit Analysis, Lines Of Credit, Asset Allocation, Investments, Public Relations, Portfolio Management, Small Business Lending, Commercial Banking, Loan Origination, Mortgage Banking, Investment Properties, Commercial Mortgages, Asset Management
Education
University of Florida
FineMark National Bank & Trust November 2014 - Present
BMO Private Bank, N.A. January 2008 - October 2014
US Trust Bank of America Private Wealth Management September 2007 - December 2007
Colonial Bank June 2004 - May 2007
Skills
•Bilingual: Fluent in..., •Notary Public, •Multiple line phones..., Spanish, English, Wealth Management, Banking, Estate Planning, Financial Analysis, Strategic Financial..., Risk Management, Financial Services, Retirement Planning, Business Development, Financial Advisory, Wealth Management..., Customer Service, Financial Planning, High Net Worth..., Sales, Strategic Planning, Strategy
Education
Cornell College 2002 — 2004
Bachelor, Economics & Business, Spanish
Muscatine Community College 1999 — 2002
Associate of Arts and Sciences (A.A.S.), Business
FineMark National Bank & Trust October 2011 - Present
The Society of the Four Arts 2001 - Present
Palm Beach United Way 1996 - Present
Lydian Private Bank January 2005 - October 2011
Wachovia, A Wells Fargo Company June 1998 - December 2004
Wachovia, A Wells Fargo Company June 1992 - June 1998
Wachovia, A Wells Fargo Company February 1988 - June 1992
SunTrust Bank (formerly Crestar, UVB) September 1986 - February 1988
Wachovia, A Wells Fargo Company (formerly First Union) June 1982 - September 1986
Skills
Credit, Investment Management, Finance, Credit Analysis, Banking, Wealth Management, Budgets, Financial Advisory, Investments, Private Banking, Mortgage Lending, New Business Development, Customer Service, Commercial Lending, Bank Management, Portfolio Management, Public Relations, Sales, Asset Management, Loans, Commercial Banking, Management, Wealth
Education
National Graduate Trust School 1995 — 1995
CTFA, Financial Planning, Estate Tax, Income Tax, Insurance, and Retirement Planning
North Carolina State University 1978 — 1982
BA, Economics and Business Managment
FineMark National Bank & Trust January 2015 - Present
Staples Business Advantage July 2013 - January 2015
Ecolab January 2011 - August 2012
Ecolab January 2009 - January 2011
Skills
Cold Calling, New Business Development, Sales, Business Development, Salesforce.com, Sales Presentations, B2B, Marketing, Sales Operations, Marketing Strategy, Networking, Direct Sales, Sales Process, Customer Service, Management
Education
Central Connecticut State University 2005 — 2007
Bachelor of Applied Science (BASc), Construction Management
Hudson Valley Community College 2002 — 2004
Associate of Arts and Sciences (A.A.S.), Construction Management
FineMark National Bank & Trust March 2015 - Present
KeyBank July 1996 - March 2015
NBD Bank August 1994 - July 1996
SunBank (now SunTrust Bank) July 1992 - June 1994
First National Bank of Fort Myers, FL (now Bank of America) August 1977 - May 1981
Samford University August 1974 - June 1977
Skills
Microsoft Excel, Customer Service, PowerPoint, Research, Teaching, Photoshop, Public Speaking, HTML, Accounting, Management, Portfolio Management, Time Management, Banking, Software Documentation, Financial Services, Financial Analysis
Education
Samford University 1976 — 1978
Paralegal Studies
University of South Florida 1972 — 1974
Philosophy
Edison State College Ft Myers, FL 1971 — 1972
Anthropology and Art Appreciation
The Center for Protection of Athletes' Rights June 2015 - August 2015
Florida International University August 2014 - December 2014
FineMark National Bank & Trust May 2013 - July 2013
Hillel at the University of Arizona August 2011 - August 2012
SPORTSEARCH May 2010 - July 2010
Skills
Accounting, Microsoft Excel, Tax, Microsoft Word, Real Estate, PowerPoint, Financial Reporting, Auditing
Education
University of Miami School of Law 2013 — 2016
J.D./LL.M. in Entertainment, Arts and Sports Law, 3L/LL.M.
University of Arizona, Eller College of Management 2009 — 2013
Bachelor of Science in Business Administration, Major-Accounting; Certificate-Sports Management
FineMark National Bank & Trust April 2012 - Present
Highmark Sports Management March 2011 - April 2012
Westpark Capital, L.P. November 2010 - January 2011
FineMark National Bank & Trust June 2010 - August 2010
Seacoast National Bank January 2009 - June 2009
Northern Trust May 2008 - August 2008
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Analysis, Asset Allocation, Equities, Finance, Investments, Valuation, Asset Management
Education
Southern Methodist University - Cox School of Business 2009 — 2011
Master, Business Administration; Finance
Gonzaga University - School of Business Administration 2006 — 2008
Business Administration, Finance
Brophy 2001 — 2005
Raymond James & Associates, Inc. November 2014 - Present
FineMark National Bank & Trust January 2014 - July 2014
Sanford Orlando Kennel Club March 2013 - November 2013
UCF Cornerstone January 2012 - July 2012
Collier County Sheriff’s Office May 2009 - August 2009
Collier Country Sheriff’s Office June 2007 - August 2008
Skills
Salesforce.com, eMoney.com, Fi360.com, PowerPoint, Google Analytics, Managing Deadlines, Graphic Design, Marketing, Teamwork, Organization, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Microsoft OneNote, Adobe Photoshop CS6, Adobe Indesign CS6, YouTube, Advertising, Creativity, Time Management, Adobe Illustrator, Facebook, Twitter, Macromedia Dreamweaver, Database Entry, Mail Merge
Education
University of Central Florida 2010 — 2013
Bachelor of Science, Business Administration; Marketing
Gartner February 2014 - Present
Synergy Networks January 2012 - February 2014
FineMark National Bank & Trust March 2007 - June 2011
Skills
Marketing Communications, Direct Marketing, Email Marketing, Public Relations, Search Engine, Search Engine Technology, Spanish, Online Advertising, Search Advertising, Organic Search, Press Releases, Strategic Public..., Internet Strategy, Marketing Strategy, SEO, Marketing, Search Engines, Social Media Marketing, Online Marketing, SEM, Google Analytics, Mobile Marketing, Advertising, Web Marketing, Digital Marketing, Direct Mail, Facebook, Lead Generation, Website Development, New Media, Social Networking, Leadership, Management
Education
University of Florida 1999 — 2003
Bachelor of Science in Public Relations, Telecommunications;Spanish
Bishop Verot High School 1995 — 1999
FineMark National Bank & Trust February 2015 - Present
Fifth Third Bank October 2014 - February 2015
NewsBank February 2012 - September 2014
Skills
Cold Calling, Lead Generation, Account Management, Sales, Direct Sales, New Business Development, Marketing, Social Media Marketing, Selling, Social Networking, Social Media, Sales Presentations, Business Development, Customer Service, Marketing Strategy, Sales Operations, Public Relations
Education
Florida State University 2009 — 2011
Bachelor of Science (B.S.), Political Science and Government
Cypress Medical Consultants, LLC February 2013 - Present
FineMark National Bank & Trust May 2011 - February 2013
Lee Memorial Health System October 2003 - December 2010
Dunbar Middle Opus 2006 - 2009
Edison Celebration of Art 2006 - 2009
Sandybrook October 1991 - January 1992
Skills
Healthcare, Human Resources, Program Development, Program Management, Customer Service, Fundraising, Performance Management, Leadership, Management, Microsoft Word, Nonprofits, Strategic Planning, Team Building, Healthcare Information..., Healthcare Management, Physicians, Public Speaking, Public Relations, Hospitals
Education
University of Kansas 1982 — 1986
BS, Business Administration and Management, General
University of Kansas 1986 — 1990
BS Occupational Therapy, Occupational Therapy/Therapist
Notary Signing Agent - FASS, Title Companies, etc. April 2012 - Present
FineMark National Bank & Trust 2008 - 2012
Bank of America October 1983 - May 2008
Skills
Loans, Lines Of Credit, Customer Relations, Refinance, Reverse Mortgages, Notary Public, Closings, Home Equity Lines of..., Real Estate Transactions, Loan Modifications, Mortgage Banking
Education
Covenant College 1982 — 1984
Edison Community College
FineMark National Bank & Trust June 2013 - January 2015
Cypress Trust Company January 2006 - June 2013
U.S. Trust Company October 2002 - 2005
JPMorgan Chase December 1999 - October 2002
JPMorgan Chase April 1995 - December 1999
Skills
Alternative Investments, Asset Allocation, Fixed Income, Wealth Management, Investments, Investment Management
Education
Drake University Law School
Doctor of Law (JD)
University of Iowa - Henry B. Tippie College of Business
Bachelor of Business Administration (BBA), Economics
FineMark National Bank & Trust January 2012 - Present
White Pear January 2012 - Present
Performance Food Group January 2011 - January 2012
Dinner @ Eight 2000 - January 2012
The Flying Pig October 2008 - December 2010
KitchenAid February 2007 - July 2009
Cape Yachts 2000 - 2008
Coldwell Banker Residential Brokerage 2006 - 2007
Pinnacle Food Brokers 2001 - 2006
sweet creations 1999 - 2001
Skills
Gourmet, Food Service, Hospitality Management, Resorts, Recipes, Food Industry, Hotels, Catering, Parties, Hospitality, Banquets, Culinary Skills, Restaurants, Menu Development, Food, Restaurant Management, Fine Dining, Food & Beverage, Cooking, Pastry, Cuisine, Seafood, Chef, Food Safety, Customer Service, Event Management
Education
BunkerHill Culinary Academy 1995 — 1998
A.S. Culinary Art & Science
Bunker Hill Culinary 1995 — 1997
Yelp! 2013 - 2014
FineMark National Bank & Trust November 2012 - March 2013
Los Angeles Dodgers July 2008 - March 2013
Albuquerque Isotopes April 2012 - September 2012
Skills
Baseball, Sports, Portfolio Management, Sports Management, Social Media, Investments, Marketing, Public Relations, Sports Marketing, Social Media Marketing, Athletics, Ticket Sales, Event Planning, Sponsorship, Facebook
Education
Rice University 2004 — 2008
BA, Economics
FineMark National Bank & Trust July 2014 - Present
Education
University of Florida - Fredric G. Levin College of Law 1998 — 2001
JD
University of Florida - Warrington College of Business Administration 1998 — 2001
MBA
University of Miami 1994 — 1998
BA, Marine Affaris
Satellite High School 1991 — 1994
FineMark National Bank & Trust September 2006 - Present
Northern Trust Bank October 1995 - January 2005
First Federal Savings & Loan of Fort Myers June 1985 - September 1995
Skills
Portfolio Management, Loans, Banking, Underwriting, Retail Banking, Commercial Lending, Investments, Real Estate, Wealth Management, Mortgage Lending, Cash Flow, Commercial Banking, Credit, Financial Analysis, Small Business Lending, Strategic Planning
Education
University of Florida - Warrington College of Business Administration 1982 — 1985
BSBA, Marketing
Fort Myers High School 1976 — 1980
FineMark National Bank & Trust August 2013 - Present
BMO Private Bank March 2008 - August 2013
Fifth Third Bank December 2002 - March 2008
Merrill Lynch April 1999 - November 2002
SunTrust Bank May 1996 - April 1999
Skills
Portfolio Management, Fixed Income, Investments, Wealth Management, Equities, Mutual Funds, Credit, Derivatives, Capital Markets, Credit Analysis, Bloomberg, Banking, Financial Modeling, Asset Allocation, Investment Strategies, Credit Risk, Asset Management, Financial Analysis, Loans, Commercial Banking
Education
University of Miami - School of Business 1994 — 1996
Master of Business Administration, Finance
University of Miami 1990 — 1994
Bachelor of Business Administration, Finance