Fortune Bank
Industry: Bank
DescriptionFounded: 2005 Parent organization: Fortune Financial Corporation
Fortune Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fortune Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Fortune Bank Employees
Employee
Years
Job
Industry
Cameron Rudolf Cameron Rudolf's Fortune Bank Experience December 2009 - January 2012
Job Assistant Buyer at Costco Wholesale
Industry Retail
Experience
Costco Wholesale November 2014 - Present
Costco Wholesale November 2013 - November 2014
Costco Wholesale May 2013 - November 2013
Costco Wholesale January 2013 - May 2013
Fortune Bank December 2009 - January 2012
Washington State Department of Commerce August 2009 - January 2010
Skills
Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Commercial Lending, Banking, Social Media, Wholesale Purchasing, Vendor Relationships, Retail Buying, Global Sourcing, Credit, Risk Management, Food Packaging, Consumer Packaged Goods..., Supplier Quality..., Product R&D, Process Improvement, Marketing, Fashion Buying, Vendor Management, Food Safety, Trade Shows, Supplier Sourcing, Query Analyzer, Supplier Negotiation, WordPress, Event Planning, Microsoft Office, Packaging
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
Bachelor of Science (B.S.), Global Food Distribution & Trade, Minor- Spanish Language
Universitat de Barcelona / University of Barcelona 2007 — 2007
Spanish Language and Literature
Costco Wholesale November 2014 - Present
Costco Wholesale November 2013 - November 2014
Costco Wholesale May 2013 - November 2013
Costco Wholesale January 2013 - May 2013
Fortune Bank December 2009 - January 2012
Washington State Department of Commerce August 2009 - January 2010
Skills
Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Commercial Lending, Banking, Social Media, Wholesale Purchasing, Vendor Relationships, Retail Buying, Global Sourcing, Credit, Risk Management, Food Packaging, Consumer Packaged Goods..., Supplier Quality..., Product R&D, Process Improvement, Marketing, Fashion Buying, Vendor Management, Food Safety, Trade Shows, Supplier Sourcing, Query Analyzer, Supplier Negotiation, WordPress, Event Planning, Microsoft Office, Packaging
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
Bachelor of Science (B.S.), Global Food Distribution & Trade, Minor- Spanish Language
Universitat de Barcelona / University of Barcelona 2007 — 2007
Spanish Language and Literature
Jeffery Blanner's Fortune Bank Experience December 2012 - Present
Job Vice President at First Bank
Industry Banking
Experience
First Bank November 2013 - Present
Fortune Bank December 2012 - Present
Citizens National Bank of Greater St. Louis December 2008 - December 2012
First National Bank of St. Louis December 2007 - November 2008
Frontenac Bank June 2005 - November 2007
Pioneer Bank and Trust Company March 2003 - June 2005
Citizens National Bank of Greater St. Louis January 1999 - March 2003
Schnuck Markets, Inc. 1986 - 2000
Commerce Bank February 1997 - February 1999
Schnuck Markets, Inc. 1984 - 1997
Skills
Superior marketing..., Exceptional written..., Extensive financial..., Strong portfolio..., Loans, Banking, Credit, Commercial Lending, Portfolio Management, Finance, Cash Management, Underwriting, Management, Cash Flow, Business Development, Budgets, Internal Audit, Restructuring, Commercial Banking, Commercial Mortgages, Small Business Lending
Education
Webster University 1997 — 2014
Master of Business Administration (MBA)-Working toward, Business Administration and Management, General
University of Missouri-Saint Louis 1992 — 1994
Bachelor of Arts (BA), Economics
Bayless
First Bank November 2013 - Present
Fortune Bank December 2012 - Present
Citizens National Bank of Greater St. Louis December 2008 - December 2012
First National Bank of St. Louis December 2007 - November 2008
Frontenac Bank June 2005 - November 2007
Pioneer Bank and Trust Company March 2003 - June 2005
Citizens National Bank of Greater St. Louis January 1999 - March 2003
Schnuck Markets, Inc. 1986 - 2000
Commerce Bank February 1997 - February 1999
Schnuck Markets, Inc. 1984 - 1997
Skills
Superior marketing..., Exceptional written..., Extensive financial..., Strong portfolio..., Loans, Banking, Credit, Commercial Lending, Portfolio Management, Finance, Cash Management, Underwriting, Management, Cash Flow, Business Development, Budgets, Internal Audit, Restructuring, Commercial Banking, Commercial Mortgages, Small Business Lending
Education
Webster University 1997 — 2014
Master of Business Administration (MBA)-Working toward, Business Administration and Management, General
University of Missouri-Saint Louis 1992 — 1994
Bachelor of Arts (BA), Economics
Bayless
Julie Koenigsfeld's Fortune Bank Experience October 2013 - January 2014
Job Loan Officer Assistant at Movement Mortgage, LLC
Industry Financial Services
Experience
Movement Mortgage, LLC August 2015 - Present
Reliance Bank May 2014 - July 2015
Fortune Bank October 2013 - January 2014
Providence Bank July 2009 - May 2013
Community Real Estate June 2007 - July 2009
Eldon School District August 2008 - May 2009
Skills
Accounting, Peachtree, Microsoft Office, Outlook, General Ledger, Microsoft Word, PowerPoint, Microsoft Excel, Loans Administration, Account Reconciliation, Minute Taking, Accounts Payable, Accounts Receivable, Loan Documents, Appraisal Review, Mortgage Lending, FHA Financing, Conventional Financing, Notary Public
Education
Columbia College 2008 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
Movement Mortgage, LLC August 2015 - Present
Reliance Bank May 2014 - July 2015
Fortune Bank October 2013 - January 2014
Providence Bank July 2009 - May 2013
Community Real Estate June 2007 - July 2009
Eldon School District August 2008 - May 2009
Skills
Accounting, Peachtree, Microsoft Office, Outlook, General Ledger, Microsoft Word, PowerPoint, Microsoft Excel, Loans Administration, Account Reconciliation, Minute Taking, Accounts Payable, Accounts Receivable, Loan Documents, Appraisal Review, Mortgage Lending, FHA Financing, Conventional Financing, Notary Public
Education
Columbia College 2008 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
Bob Binsbacher Bob Binsbacher's Fortune Bank Experience February 2013 - Present
Job EVP Chief Risk Officer at Fortune Bank
Industry Banking
Experience
Fortune Bank February 2013 - Present
BMO Harris Bank, N.A. December 2011 - February 2013
FDIC February 2009 - December 2011
FDIC February 2009 - December 2011
FDIC February 2009 - December 2011
Reliance Bank 2007 - 2008
LaSalle Bank September 2004 - January 2006
Midwest BankCentre May 2001 - August 2004
Bank of America January 1997 - May 2001
Skills
Banking, Loans, Credit, Commercial Lending, Risk Management, Commercial Banking, Credit Analysis, Financial Analysis, Portfolio Management, Underwriting, Credit Risk, Mortgage Lending, Asset Managment, Financial Institutions, Small Business Lending, Operational Risk, Financial Modeling, Auditing, Operational Risk..., Due Diligence, Finance, Asset Management, Mergers & Acquisitions, Leadership, Financial Services, Consumer Lending, Financial Risk, Cash Management, Treasury Management, Retail Banking, Strategic Financial..., Relationship Management, Mortgage Banking, Commercial Mortgages, Derivatives, Investment Banking, Internal Audit, Cross Selling, Capital Markets, Valuation, Corporate Finance, Executive Management, Loan Origination, Enterprise Risk..., Investments, Cash Flow, Basel II, Structured Finance, Asset Based Lending, AML
Education
Webster University 2003 — 2005
MBA, Accounting and Finance
Truman State University 1993 — 1996
BA, English Language and Literature, General
St. Dominic High School 1989 — 1993
College/University Preparatory and Advanced High School/Secondary Diploma Program
Fortune Bank February 2013 - Present
BMO Harris Bank, N.A. December 2011 - February 2013
FDIC February 2009 - December 2011
FDIC February 2009 - December 2011
FDIC February 2009 - December 2011
Reliance Bank 2007 - 2008
LaSalle Bank September 2004 - January 2006
Midwest BankCentre May 2001 - August 2004
Bank of America January 1997 - May 2001
Skills
Banking, Loans, Credit, Commercial Lending, Risk Management, Commercial Banking, Credit Analysis, Financial Analysis, Portfolio Management, Underwriting, Credit Risk, Mortgage Lending, Asset Managment, Financial Institutions, Small Business Lending, Operational Risk, Financial Modeling, Auditing, Operational Risk..., Due Diligence, Finance, Asset Management, Mergers & Acquisitions, Leadership, Financial Services, Consumer Lending, Financial Risk, Cash Management, Treasury Management, Retail Banking, Strategic Financial..., Relationship Management, Mortgage Banking, Commercial Mortgages, Derivatives, Investment Banking, Internal Audit, Cross Selling, Capital Markets, Valuation, Corporate Finance, Executive Management, Loan Origination, Enterprise Risk..., Investments, Cash Flow, Basel II, Structured Finance, Asset Based Lending, AML
Education
Webster University 2003 — 2005
MBA, Accounting and Finance
Truman State University 1993 — 1996
BA, English Language and Literature, General
St. Dominic High School 1989 — 1993
College/University Preparatory and Advanced High School/Secondary Diploma Program
Kirk Rearden Kirk Rearden's Fortune Bank Experience March 2014 - Present
Job Assistant Vice President, SBA Lending at Fortune Bank
Industry Banking
Experience
Fortune Bank March 2014 - Present
Midwest Regional Bank November 2012 - March 2014
Midwest Regional Bank December 2011 - November 2012
Ascension Health August 2010 - November 2010
Skills
Banking, Credit, Loans, Commercial Banking, Credit Analysis, Commercial Lending, Small Business Lending, Portfolio Management, Financial Analysis, SBA, Loan Origination
Education
Saint Louis University School of Law 2008 — 2011
Doctor of Law (JD), Law
Saint Louis University 2004 — 2008
Bachelor of Science (BS), Accounting and Finance
Fortune Bank March 2014 - Present
Midwest Regional Bank November 2012 - March 2014
Midwest Regional Bank December 2011 - November 2012
Ascension Health August 2010 - November 2010
Skills
Banking, Credit, Loans, Commercial Banking, Credit Analysis, Commercial Lending, Small Business Lending, Portfolio Management, Financial Analysis, SBA, Loan Origination
Education
Saint Louis University School of Law 2008 — 2011
Doctor of Law (JD), Law
Saint Louis University 2004 — 2008
Bachelor of Science (BS), Accounting and Finance
Dana Giaconi's Fortune Bank Experience September 2011 - September 2012
Job Senior Administrative Assistant at Deloitte
Industry Accounting
Experience
Deloitte September 2012 - Present
Fortune Bank September 2011 - September 2012
HOMETECH INC January 2007 - January 2009
Bed Bath & Beyond September 2004 - January 2007
MERVYN'S September 2002 - September 2004
Meier and Frank September 1997 - September 2002
Skills
Microsoft Excel, Leadership, Training, Staff Development, Public Speaking, Process Improvement, Credit, Financial Analysis, Loss Prevention, Customer Service, Strategic Planning, Inventory Management, Retail, Microsoft Office, Project Management
Education
University of Oregon 1997 — 1998
Leeward Community College 1995 — 1997
Deloitte September 2012 - Present
Fortune Bank September 2011 - September 2012
HOMETECH INC January 2007 - January 2009
Bed Bath & Beyond September 2004 - January 2007
MERVYN'S September 2002 - September 2004
Meier and Frank September 1997 - September 2002
Skills
Microsoft Excel, Leadership, Training, Staff Development, Public Speaking, Process Improvement, Credit, Financial Analysis, Loss Prevention, Customer Service, Strategic Planning, Inventory Management, Retail, Microsoft Office, Project Management
Education
University of Oregon 1997 — 1998
Leeward Community College 1995 — 1997
Haley Brooks Haley Brooks's Fortune Bank Experience August 2013 - November 2014
Job Assistant Vice President at First State Community Bank
Industry Banking
Experience
First State Community Bank November 2014 - Present
Fortune Bank August 2013 - November 2014
People's Community State Bank January 2009 - July 2013
Banker's Life & Casualty 2007 - 2009
Skills
Banking, Loans, Mortgage Lending, Business Development, Commercial Banking, Relationship Management, Financial Services, Retail Banking, Consumer Lending, Loan Origination, Cross Selling, Insurance, Customer Retention, Sales, Cold Calling, Marketing, Customer Service, Commercial Lending
Education
Missouri Bankers Association School of Bank Management 2012 — 2013
Missouri Bankers Association School of Lending 2011 — 2011
University of Missouri-Saint Louis 2002 — 2006
Bachelor of Science in Business Administration, Emphasis: Finance
First State Community Bank November 2014 - Present
Fortune Bank August 2013 - November 2014
People's Community State Bank January 2009 - July 2013
Banker's Life & Casualty 2007 - 2009
Skills
Banking, Loans, Mortgage Lending, Business Development, Commercial Banking, Relationship Management, Financial Services, Retail Banking, Consumer Lending, Loan Origination, Cross Selling, Insurance, Customer Retention, Sales, Cold Calling, Marketing, Customer Service, Commercial Lending
Education
Missouri Bankers Association School of Bank Management 2012 — 2013
Missouri Bankers Association School of Lending 2011 — 2011
University of Missouri-Saint Louis 2002 — 2006
Bachelor of Science in Business Administration, Emphasis: Finance
Betty Carlin, APR's Fortune Bank Experience 1991 - 1992
Job PR, Marketing & Communications Strategist
Industry Public Relations and Communications
Experience
Carlin Communications January 2013 - Present
Tampa Bay Partnership January 2003 - January 2013
Invest Financial 1992 - 2002
Fortune Bank 1991 - 1992
CrossLand Savings 1987 - 1991
Taylor & Associates 1985 - 1987
Skills
Strategic Communications, Public Relations, Media Relations, Corporate Communications, Issues Management, Crisis Communications, Social Media, Public Affairs, Reputation Management, Community Development, Strategic Planning, Strategic..., Event Management, Marketing, Speech Writing, Content Strategy, Marketing Communications, Newsletters, Press Releases, Strategy, Message Development, Event Planning, Nonprofits, New Business Development, Proposal Writing, Creative Direction, Editing, Budgets, Publicity, Advertising, Spokesperson, Web Content, Writing, Marketing Strategy, Marketing Management, Public Speaking, Creative Writing, Content Development, Brand Development, Internal Communications, Community Outreach, Copywriting, Social Media Marketing, Fundraising, Brand Management, Social Networking, Blogging, Website Development, Spokesperson Training, Copy Editing
Education
University of South Florida
Bachelor of Arts (B.A.)
Eckerd College 2011 — 2011
Leadership Development Institute
Carlin Communications January 2013 - Present
Tampa Bay Partnership January 2003 - January 2013
Invest Financial 1992 - 2002
Fortune Bank 1991 - 1992
CrossLand Savings 1987 - 1991
Taylor & Associates 1985 - 1987
Skills
Strategic Communications, Public Relations, Media Relations, Corporate Communications, Issues Management, Crisis Communications, Social Media, Public Affairs, Reputation Management, Community Development, Strategic Planning, Strategic..., Event Management, Marketing, Speech Writing, Content Strategy, Marketing Communications, Newsletters, Press Releases, Strategy, Message Development, Event Planning, Nonprofits, New Business Development, Proposal Writing, Creative Direction, Editing, Budgets, Publicity, Advertising, Spokesperson, Web Content, Writing, Marketing Strategy, Marketing Management, Public Speaking, Creative Writing, Content Development, Brand Development, Internal Communications, Community Outreach, Copywriting, Social Media Marketing, Fundraising, Brand Management, Social Networking, Blogging, Website Development, Spokesperson Training, Copy Editing
Education
University of South Florida
Bachelor of Arts (B.A.)
Eckerd College 2011 — 2011
Leadership Development Institute
Lisa Forrest Lisa Forrest's Fortune Bank Experience September 2008 - October 2010
Job SBA VP Business Development at Banc of California
Industry Banking
Experience
Banc of California, Inc. August 2014 - Present
Union Bank October 2010 - August 2014
Fortune Bank September 2008 - October 2010
Wells Fargo Bank June 2001 - September 2008
The Money Store/First Union National Bank May 1988 - June 2001
Skills
Small Business Lending, Mergers, Commercial Mortgages, SBA, Commercial Lending, Mergers & Acquisitions, Loans, Due Diligence, Financial Analysis, Commercial Banking, Executive Management, Lines Of Credit, Credit Analysis, Finance, Small Business, Business Acquisition, Financial Modeling, Credit, Business Acquisition..., Real Estate, Strategic Financial..., Business Development, Underwriting, Investment Properties, Mortgage Lending, Portfolio Management, Loan Origination, Financial Planning
Education
California State University-Sacramento 1983 — 1987
MBA, Finance and BS in Business with a second degree in Economics, Business Finance and Economics
Banc of California, Inc. August 2014 - Present
Union Bank October 2010 - August 2014
Fortune Bank September 2008 - October 2010
Wells Fargo Bank June 2001 - September 2008
The Money Store/First Union National Bank May 1988 - June 2001
Skills
Small Business Lending, Mergers, Commercial Mortgages, SBA, Commercial Lending, Mergers & Acquisitions, Loans, Due Diligence, Financial Analysis, Commercial Banking, Executive Management, Lines Of Credit, Credit Analysis, Finance, Small Business, Business Acquisition, Financial Modeling, Credit, Business Acquisition..., Real Estate, Strategic Financial..., Business Development, Underwriting, Investment Properties, Mortgage Lending, Portfolio Management, Loan Origination, Financial Planning
Education
California State University-Sacramento 1983 — 1987
MBA, Finance and BS in Business with a second degree in Economics, Business Finance and Economics
Joshua Warren Joshua Warren's Fortune Bank Experience 2014 - Present
Job Vice President, Commercial Lending at Fortune Bank
Industry Banking
Experience
Fortune Bank 2014 - Present
Reliance Bank 2011 - 2013
Reliance Bank 2010 - 2011
Pulaski Bank 2009 - 2010
The Business Bank of St. Louis 2007 - 2009
Bank of America 2005 - 2007
Bank of America 2004 - 2005
Commerce Bank 2003 - 2004
Citibank 2003 - 2004
Enterprise Bank & Trust May 2001 - August 2001
Skills
Credit Analysis, Commercial Lending, Credit, Loans, Banking, Underwriting, Portfolio Management, Risk Management, Relationship Management, Mortgage Lending, Financial Analysis, Commercial Banking, Small Business Lending, Lines Of Credit, Consumer Lending, Asset Based Lending, Finance, Investments, Commercial Mortgages, Mortgage Banking, Document Review, Cash Management, Insurance, Commercial Insurance, Property & Casualty..., General Insurance, Umbrella Insurance
Education
Webster University 2003 — 2006
MBA, Business Administration
University of Missouri-Columbia 2000 — 2002
Bachelor of Science, Finance & Banking
Fortune Bank 2014 - Present
Reliance Bank 2011 - 2013
Reliance Bank 2010 - 2011
Pulaski Bank 2009 - 2010
The Business Bank of St. Louis 2007 - 2009
Bank of America 2005 - 2007
Bank of America 2004 - 2005
Commerce Bank 2003 - 2004
Citibank 2003 - 2004
Enterprise Bank & Trust May 2001 - August 2001
Skills
Credit Analysis, Commercial Lending, Credit, Loans, Banking, Underwriting, Portfolio Management, Risk Management, Relationship Management, Mortgage Lending, Financial Analysis, Commercial Banking, Small Business Lending, Lines Of Credit, Consumer Lending, Asset Based Lending, Finance, Investments, Commercial Mortgages, Mortgage Banking, Document Review, Cash Management, Insurance, Commercial Insurance, Property & Casualty..., General Insurance, Umbrella Insurance
Education
Webster University 2003 — 2006
MBA, Business Administration
University of Missouri-Columbia 2000 — 2002
Bachelor of Science, Finance & Banking
Lee Levinson's Fortune Bank Experience May 2014 - Present
Job Business Development Officer at Fortune Bank
Industry Banking
Experience
Fortune Bank May 2014 - Present
Midwest Regional Bank October 2010 - April 2014
Quadrant Financial - a subsidiary of First Chatham Bank January 2010 - October 2010
Lehman Brothers 2006 - 2008
U S Bank 2000 - 2006
Follman Properites 1988 - 1995
Skills
Business Development, Commercial Lending, Small Business Lending, Loans, Commercial Banking, Credit, Credit Analysis, Banking, Mortgage Lending, Loan Origination, Portfolio Management, Underwriting, Financial Analysis, Valuation, Commercial Mortgages, Real Estate Financing, Real Estate, Commercial Real Estate, Asset Based Lending, SBA, Team Building, Customer Service, Consumer Lending, Lines Of Credit, Due Diligence, Strategic Planning, Investments, Sales, Construction Loans, Business Acquisition, Direct Sales, Mortgage Banking, Mergers & Acquisitions, Risk Management, Retail Banking, Refinance, Sales Management
Education
University of Missouri-Columbia 1975 — 1979
BS, Physical Education
Fortune Bank May 2014 - Present
Midwest Regional Bank October 2010 - April 2014
Quadrant Financial - a subsidiary of First Chatham Bank January 2010 - October 2010
Lehman Brothers 2006 - 2008
U S Bank 2000 - 2006
Follman Properites 1988 - 1995
Skills
Business Development, Commercial Lending, Small Business Lending, Loans, Commercial Banking, Credit, Credit Analysis, Banking, Mortgage Lending, Loan Origination, Portfolio Management, Underwriting, Financial Analysis, Valuation, Commercial Mortgages, Real Estate Financing, Real Estate, Commercial Real Estate, Asset Based Lending, SBA, Team Building, Customer Service, Consumer Lending, Lines Of Credit, Due Diligence, Strategic Planning, Investments, Sales, Construction Loans, Business Acquisition, Direct Sales, Mortgage Banking, Mergers & Acquisitions, Risk Management, Retail Banking, Refinance, Sales Management
Education
University of Missouri-Columbia 1975 — 1979
BS, Physical Education
Jason Thode Jason Thode's Fortune Bank Experience May 2012 - Present
Job Fortune Bank
Industry Banking
Experience
Fortune Bank May 2012 - Present
Education
Missouri Baptist University 1992 — 1994
Business/Finance/Marketing
Southeastern Community College 1991 — 1992
Baseball
University of Iowa 1990 — 1991
ottumwa
Fortune Bank May 2012 - Present
Education
Missouri Baptist University 1992 — 1994
Business/Finance/Marketing
Southeastern Community College 1991 — 1992
Baseball
University of Iowa 1990 — 1991
ottumwa
Alan Cashman Alan Cashman's Fortune Bank Experience March 2008 - October 2013
Job Cashman Lifestyle
Industry Professional Training & Coaching
Experience
LAB5 Fitness December 2010 - Present
Cashman Lifestyle January 2011 - Present
Cashman Enterprises Inc. January 2003 - Present
Fortune Bank March 2008 - October 2013
Fortune Bank December 2006 - October 2013
Administrative Systems Inc. April 1990 - July 2007
The Balanced Program Inc. August 1981 - July 2007
Skills
Wellness, Fitness, Health, Yoga, Lifestyle, Pilates, Coaching, Public Speaking, Strategic Planning, Online Marketing, Marketing Strategy, Social Media Marketing, Nutrition, Email Marketing, Wellbeing, Event Planning, Entrepreneurship, Social Media, Blogging, Leadership, Small Business, Advertising, Marketing, Customer Service, Wellness Coaching, Motivational Speaking, Sports, Business Coaching, Corporations, Strength Training, Personal Development, Meditation, Voluntary Employee..., Insurance Sales &..., Insurance Sales..., Third Party..., Insurance Consulting, Healing, Personal Training, Holistic Health, Life Coaching, Fitness Training, Athletics, Emotional Intelligence, NLP, Stress, Stress Management, Executive Coaching, Workshops, Lifestyle Coaching
Education
The American College 1978 — 1981
CLU, Insurance
Seattle University 1968 — 1972
Business Adminstration, Business
Seattle University 1968 — 1972
Bachelor of Business Administration (BBA), Business
LAB5 Fitness December 2010 - Present
Cashman Lifestyle January 2011 - Present
Cashman Enterprises Inc. January 2003 - Present
Fortune Bank March 2008 - October 2013
Fortune Bank December 2006 - October 2013
Administrative Systems Inc. April 1990 - July 2007
The Balanced Program Inc. August 1981 - July 2007
Skills
Wellness, Fitness, Health, Yoga, Lifestyle, Pilates, Coaching, Public Speaking, Strategic Planning, Online Marketing, Marketing Strategy, Social Media Marketing, Nutrition, Email Marketing, Wellbeing, Event Planning, Entrepreneurship, Social Media, Blogging, Leadership, Small Business, Advertising, Marketing, Customer Service, Wellness Coaching, Motivational Speaking, Sports, Business Coaching, Corporations, Strength Training, Personal Development, Meditation, Voluntary Employee..., Insurance Sales &..., Insurance Sales..., Third Party..., Insurance Consulting, Healing, Personal Training, Holistic Health, Life Coaching, Fitness Training, Athletics, Emotional Intelligence, NLP, Stress, Stress Management, Executive Coaching, Workshops, Lifestyle Coaching
Education
The American College 1978 — 1981
CLU, Insurance
Seattle University 1968 — 1972
Business Adminstration, Business
Seattle University 1968 — 1972
Bachelor of Business Administration (BBA), Business
Cynthia Makowski Cynthia Makowski's Fortune Bank Experience August 1988 - February 1993
Job Systems Administrator at Warrenville Public Library District
Industry Libraries
Experience
Warrenville Public Library District March 2009 - Present
Keller Williams Realty November 2003 - November 2008
Hometouch LLC July 2002 - June 2003
Concentra Preferred Systems (now Viant) November 2000 - June 2002
Korn/Ferry International July 1999 - November 2000
St. Paul Companies December 1995 - April 1999
Remarketable Services February 1993 - December 1996
Fortune Bank August 1988 - February 1993
Fortune Bank September 1986 - May 1988
Skills
Servers, Troubleshooting, Networking, Computer Hardware, Technical Support, Help Desk Support, Windows, Software Installation, Management
Education
St. Petersburg College 1982 — 1985
A.A., Computer Science
Warrenville Public Library District March 2009 - Present
Keller Williams Realty November 2003 - November 2008
Hometouch LLC July 2002 - June 2003
Concentra Preferred Systems (now Viant) November 2000 - June 2002
Korn/Ferry International July 1999 - November 2000
St. Paul Companies December 1995 - April 1999
Remarketable Services February 1993 - December 1996
Fortune Bank August 1988 - February 1993
Fortune Bank September 1986 - May 1988
Skills
Servers, Troubleshooting, Networking, Computer Hardware, Technical Support, Help Desk Support, Windows, Software Installation, Management
Education
St. Petersburg College 1982 — 1985
A.A., Computer Science
Cliff Higashi Cliff Higashi's Fortune Bank Experience June 2012 - January 2013
Job Business Development Manager at Kitsap Credit Union
Industry Financial Services
Experience
Kitsap Credit Union March 2015 - Present
Greater Poulsbo Chamber of Commerce January 2015 - Present
Poulsbo Green Drinks March 2014 - Present
Dispute Resolution Center of Kitsap County March 2014 - Present
Silverdale Green Drinks March 2013 - Present
Bremerton Green Drinks April 2010 - Present
Fortune Bank June 2012 - January 2013
Bank of America February 2010 - August 2011
CTTA March 2008 - February 2010
American Marine Bank February 2008 - April 2009
Skills
Business Networking, Customer Relations, Customer Satisfaction, Relationship Development, Banking, Problem Solving, Business Development, Sales, Commercial Lending, Loans, Customer Service, Process Improvement, Management, Small Business Lending, Non-profits, Business Planning, Risk Management, Marketing, Leadership, Coaching, Strategic Planning, B2B, Commercial Banking, Marketing Strategy, Program Management, Underwriting, Team Building, Customer Retention, Credit, Small Business, Human Resources, Time Management, Mortgage Lending, Financial Analysis, Training, Finance, Credit Analysis, Nonprofits
Education
Basic Law Enforcement Academy 1999 — 1999
LE Certification, Basic law enforcement
San Jose State University 1964 — 1970
BA, Biology/Chemistry
Pacific Grove High School 1960 — 1964
High School, College prep
Kitsap Credit Union March 2015 - Present
Greater Poulsbo Chamber of Commerce January 2015 - Present
Poulsbo Green Drinks March 2014 - Present
Dispute Resolution Center of Kitsap County March 2014 - Present
Silverdale Green Drinks March 2013 - Present
Bremerton Green Drinks April 2010 - Present
Fortune Bank June 2012 - January 2013
Bank of America February 2010 - August 2011
CTTA March 2008 - February 2010
American Marine Bank February 2008 - April 2009
Skills
Business Networking, Customer Relations, Customer Satisfaction, Relationship Development, Banking, Problem Solving, Business Development, Sales, Commercial Lending, Loans, Customer Service, Process Improvement, Management, Small Business Lending, Non-profits, Business Planning, Risk Management, Marketing, Leadership, Coaching, Strategic Planning, B2B, Commercial Banking, Marketing Strategy, Program Management, Underwriting, Team Building, Customer Retention, Credit, Small Business, Human Resources, Time Management, Mortgage Lending, Financial Analysis, Training, Finance, Credit Analysis, Nonprofits
Education
Basic Law Enforcement Academy 1999 — 1999
LE Certification, Basic law enforcement
San Jose State University 1964 — 1970
BA, Biology/Chemistry
Pacific Grove High School 1960 — 1964
High School, College prep
David Kruis David Kruis's Fortune Bank Experience February 1990 - May 1992
Job Registered Investment Advisor @Belleair Wealth Management
Industry Investment Management
Experience
Belleair Wealth Management March 2015 - Present
Fortune Bank February 1990 - May 1992
First Union National Bank April 1984 - May 1990
Skills
Investments, Financial Planning, Insurance, Social Security Benefit..., Strategic Financial..., Portfolio Management, Mutual Funds, Investment Strategies, Financial Advisory, Finance, Life Insurance, Financial Services, Wealth, Wealth Management, Risk Management, Retirement Planning, Management, Bonds, Marketing, Strategic Planning, Banking, Qualified Retirement..., Small Business..., Asset Management, Retirement, Asset Allocation, Long-term Care
Education
Calvin College 1968 — 1972
BA, Busness Mangement / Economics
Belleair Wealth Management March 2015 - Present
Fortune Bank February 1990 - May 1992
First Union National Bank April 1984 - May 1990
Skills
Investments, Financial Planning, Insurance, Social Security Benefit..., Strategic Financial..., Portfolio Management, Mutual Funds, Investment Strategies, Financial Advisory, Finance, Life Insurance, Financial Services, Wealth, Wealth Management, Risk Management, Retirement Planning, Management, Bonds, Marketing, Strategic Planning, Banking, Qualified Retirement..., Small Business..., Asset Management, Retirement, Asset Allocation, Long-term Care
Education
Calvin College 1968 — 1972
BA, Busness Mangement / Economics
Waynette Speakman Waynette Speakman's Fortune Bank Experience April 1988 - May 1993
Job Professional School Counselor & LMHC
Industry Mental Health Care
Experience
School District of Hillsborough County August 2015 - Present
Tampa Bay Testing March 2014 - Present
School District of Hillsborough County August 2007 - Present
Pinellas County Schools December 1998 - August 1999
Fortune Bank April 1988 - May 1993
Skills
Special Education, RTI, Crisis Intervention, Small Group Counseling, Behavior Modification, Group Therapy, Mental Health Counseling, Classroom Management, Counseling Psychology, Mental Health, Positive Behavior..., Adults, Academic Advising, Psychology, Behavior Management, Psychotherapy, Student Counseling, Standardized Testing, Middle School, Adolescents, Interventions, IEP, Parent Education, Learning Disabilities, Child Development, Google Groups, Autism Spectrum..., Elementary Education, Public Speaking, Career Counseling
Education
University of South Florida 2010 — 2011
Master's degree, Mental Health Counseling/Counselor
University of South Florida 2005 — 2007
Master's degree, Counselor Education/School Counseling and Guidance Services
School District of Hillsborough County August 2015 - Present
Tampa Bay Testing March 2014 - Present
School District of Hillsborough County August 2007 - Present
Pinellas County Schools December 1998 - August 1999
Fortune Bank April 1988 - May 1993
Skills
Special Education, RTI, Crisis Intervention, Small Group Counseling, Behavior Modification, Group Therapy, Mental Health Counseling, Classroom Management, Counseling Psychology, Mental Health, Positive Behavior..., Adults, Academic Advising, Psychology, Behavior Management, Psychotherapy, Student Counseling, Standardized Testing, Middle School, Adolescents, Interventions, IEP, Parent Education, Learning Disabilities, Child Development, Google Groups, Autism Spectrum..., Elementary Education, Public Speaking, Career Counseling
Education
University of South Florida 2010 — 2011
Master's degree, Mental Health Counseling/Counselor
University of South Florida 2005 — 2007
Master's degree, Counselor Education/School Counseling and Guidance Services
Eric Vinyard's Fortune Bank Experience January 2014 - August 2014
Job Staff Accountant at Daniel Jones & Associates
Industry Financial Services
Experience
Daniel Jones & Associates September 2014 - Present
Fortune Bank January 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Budgets
Education
Southeast Missouri State University 2010 — 2014
Finance, General
Daniel Jones & Associates September 2014 - Present
Fortune Bank January 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Budgets
Education
Southeast Missouri State University 2010 — 2014
Finance, General
Tifinie Nelson Tifinie Nelson's Fortune Bank Experience December 2007 - Present
Job Vice President & Relationship Manager at Fortune Bank
Industry Banking
Experience
Fortune Bank December 2007 - Present
Sterling Savings Bank October 2003 - December 2007
Bank of America October 1991 - April 2003
Education
Portland State University
B.S., Economics
University of Houston
Fortune Bank December 2007 - Present
Sterling Savings Bank October 2003 - December 2007
Bank of America October 1991 - April 2003
Education
Portland State University
B.S., Economics
University of Houston
Andy Leikin's Fortune Bank Experience May 2010 - October 2013
Job Commercial Lending Credit Risk Manager
Industry Banking
Experience
HomeStreet Bank May 2014 - Present
HomeStreet Bank November 2013 - April 2014
Fortune Bank May 2010 - October 2013
First Sound Bank May 2006 - May 2010
PNC Business Credit October 2004 - April 2006
Washington Mutual Bank October 2003 - October 2004
BDO Seidman, LLP November 1997 - August 2003
Skills
Commercial Lending, Credit, Loans, Banking, Portfolio Management, Cash Management, Asset Based Lending, Credit Analysis, Credit Risk, Financial Analysis, Commercial Banking, Small Business Lending, Mergers & Acquisitions, Accounting, SBA, Financial Structuring, Commercial Mortgages, Treasury Management, Underwriting, Financial Risk, Due Diligence, Risk Management, Financial Modeling, Small Business, Lines Of Credit, Management, Investments, Working Capital..., Asset Management, Valuation, Business Development, Corporate Finance, Loan Origination, Private Banking, Middle Market, Bank Relationship..., Relationship Management, Financial Services
Education
Michigan State University 1990 — 1994
BA
HomeStreet Bank May 2014 - Present
HomeStreet Bank November 2013 - April 2014
Fortune Bank May 2010 - October 2013
First Sound Bank May 2006 - May 2010
PNC Business Credit October 2004 - April 2006
Washington Mutual Bank October 2003 - October 2004
BDO Seidman, LLP November 1997 - August 2003
Skills
Commercial Lending, Credit, Loans, Banking, Portfolio Management, Cash Management, Asset Based Lending, Credit Analysis, Credit Risk, Financial Analysis, Commercial Banking, Small Business Lending, Mergers & Acquisitions, Accounting, SBA, Financial Structuring, Commercial Mortgages, Treasury Management, Underwriting, Financial Risk, Due Diligence, Risk Management, Financial Modeling, Small Business, Lines Of Credit, Management, Investments, Working Capital..., Asset Management, Valuation, Business Development, Corporate Finance, Loan Origination, Private Banking, Middle Market, Bank Relationship..., Relationship Management, Financial Services
Education
Michigan State University 1990 — 1994
BA
Bob Mellon's Fortune Bank Experience October 2005 - December 2013
Job Partner
Industry Investment Management
Experience
Freestone Capital Management March 1999 - Present
Fortune Bank October 2005 - December 2013
New Futures August 2006 - October 2013
Invest In Youth 1999 - 2011
Smith Barney October 1994 - March 1999
Skills
Wealth Management, Strategic Financial..., Asset Management, Alternative Investments, Private Equity, Investment Management, Investment Advisory, Investments, Hedge Funds, Asset Managment, Asset Allocation, Wealth Management..., Portfolio Management, Investment Strategies, Series 7
Education
Portland State University - School of Business
BA, Finance & Law
Freestone Capital Management March 1999 - Present
Fortune Bank October 2005 - December 2013
New Futures August 2006 - October 2013
Invest In Youth 1999 - 2011
Smith Barney October 1994 - March 1999
Skills
Wealth Management, Strategic Financial..., Asset Management, Alternative Investments, Private Equity, Investment Management, Investment Advisory, Investments, Hedge Funds, Asset Managment, Asset Allocation, Wealth Management..., Portfolio Management, Investment Strategies, Series 7
Education
Portland State University - School of Business
BA, Finance & Law
David STRAUS's Fortune Bank Experience March 2006 - October 2013
Job Executive Vice President Commercial Banking at HomeStreet Bank
Industry Financial Services
Experience
HomeStreet Bank November 2013 - Present
HomeStreet Bank November 2013 - Present
Fortune Bank March 2006 - October 2013
Wells Fargo Bank December 2003 - April 2006
Pacific Northwest Bank July 1988 - December 2003
Skills
Commercial Lending, Real Estate, Loans, Commercial Banking, Credit Analysis, Credit, Strategic Planning, Financial Analysis, Banking, Cash Management, Risk Management, Investments, Funding, Small Business Lending, Asset Management, Mortgage Lending, Executive Management, Underwriting, Lines Of Credit, Corporate Finance, Private Equity, Commercial Mortgages, Due Diligence
Education
University of Arizona 1968 — 1969
MBA, Management
University of Denver - Daniels College of Business 1964 — 1968
Bachelor of Science (B.S.), Business Administration and Management, General
HomeStreet Bank November 2013 - Present
HomeStreet Bank November 2013 - Present
Fortune Bank March 2006 - October 2013
Wells Fargo Bank December 2003 - April 2006
Pacific Northwest Bank July 1988 - December 2003
Skills
Commercial Lending, Real Estate, Loans, Commercial Banking, Credit Analysis, Credit, Strategic Planning, Financial Analysis, Banking, Cash Management, Risk Management, Investments, Funding, Small Business Lending, Asset Management, Mortgage Lending, Executive Management, Underwriting, Lines Of Credit, Corporate Finance, Private Equity, Commercial Mortgages, Due Diligence
Education
University of Arizona 1968 — 1969
MBA, Management
University of Denver - Daniels College of Business 1964 — 1968
Bachelor of Science (B.S.), Business Administration and Management, General
Chris Steinocher's Fortune Bank Experience 1991 - 1994
Job President and CEO at St Petersburg Area Chamber of Commerce
Industry Civic & Social Organization
Experience
St Petersburg Area Chamber of Commerce February 2011 - Present
Tampa Bay Partnership September 1994 - February 2011
Fortune Bank 1991 - 1994
St. Petersburg Area Chamber of Commerce 1990 - 1991
NCR Corporation 1986 - 1990
Skills
Public Speaking, Business Development, Nonprofits, Public Relations, Social Media Marketing, Strategic Planning, Marketing, Event Management, Sales, Economic Development, Team Building, Fundraising, Customer Service, Real Estate, Non-profits, Marketing Strategy, Social Media, New Business Development, Community Development, Management, Community Outreach, Strategic Partnerships, Event Planning, Leadership, Research, Budgets, Contract Negotiation, Project Planning, Entrepreneurship, Project Management, Program Management, Sales Management, Marketing Communications, Marketing Research, Negotiation, Leadership Development, Organizational..., Advertising, Public Policy
Education
Emory University - Goizueta Business School 1982 — 1986
BBA, Marketing
St Petersburg Area Chamber of Commerce February 2011 - Present
Tampa Bay Partnership September 1994 - February 2011
Fortune Bank 1991 - 1994
St. Petersburg Area Chamber of Commerce 1990 - 1991
NCR Corporation 1986 - 1990
Skills
Public Speaking, Business Development, Nonprofits, Public Relations, Social Media Marketing, Strategic Planning, Marketing, Event Management, Sales, Economic Development, Team Building, Fundraising, Customer Service, Real Estate, Non-profits, Marketing Strategy, Social Media, New Business Development, Community Development, Management, Community Outreach, Strategic Partnerships, Event Planning, Leadership, Research, Budgets, Contract Negotiation, Project Planning, Entrepreneurship, Project Management, Program Management, Sales Management, Marketing Communications, Marketing Research, Negotiation, Leadership Development, Organizational..., Advertising, Public Policy
Education
Emory University - Goizueta Business School 1982 — 1986
BBA, Marketing
Eric Hennon's Fortune Bank Experience 1986 - 1991
Job Sales Manager,BRP/United Healthcare
Industry Insurance
Experience
Self Employed April 2009 - Present
Stonewater Mortgage July 2008 - April 2010
Indymac Bank April 2007 - March 2008
Wells Fargo Home Mortgage December 2003 - April 2007
Wells Fargo 2003 - 2007
Countrywide Home Loans July 2000 - December 2003
TMC/Harborton/Crossland Mortgage (each an acquisition) January 1991 - January 2000
TMC Mortgage 1991 - 1994
Fortune Bank 1986 - 1991
Education
Ball State University 1968 — 1972
Bachelor of Science, American History/Journalism
Self Employed April 2009 - Present
Stonewater Mortgage July 2008 - April 2010
Indymac Bank April 2007 - March 2008
Wells Fargo Home Mortgage December 2003 - April 2007
Wells Fargo 2003 - 2007
Countrywide Home Loans July 2000 - December 2003
TMC/Harborton/Crossland Mortgage (each an acquisition) January 1991 - January 2000
TMC Mortgage 1991 - 1994
Fortune Bank 1986 - 1991
Education
Ball State University 1968 — 1972
Bachelor of Science, American History/Journalism
Laura Smith's Fortune Bank Experience 1992 - 1993
Job Data Entry Specialist at Nationwide Title Clearing, Inc.
Industry Banking
Experience
Nationwide Title Clearing, Inc. August 2015 - Present
floridacentral Credit Union January 2014 - April 2015
JPMorgan Chase June 2013 - January 2014
Staples July 2012 - May 2013
Self-employed 1997 - August 2012
Astral Graphics 2001 - July 2012
Office Depot 1992 - 1996
Fortune Bank 1992 - 1993
Sam's Club 1990 - February 1992
Sam's Club September 1989 - 1990
Education
Towson State University 1986 — 1987
Essex Community College 1983 — 1985
Associate of Arts, Psychology
Perry Hall High 1979 — 1982
High School Diploma
Nationwide Title Clearing, Inc. August 2015 - Present
floridacentral Credit Union January 2014 - April 2015
JPMorgan Chase June 2013 - January 2014
Staples July 2012 - May 2013
Self-employed 1997 - August 2012
Astral Graphics 2001 - July 2012
Office Depot 1992 - 1996
Fortune Bank 1992 - 1993
Sam's Club 1990 - February 1992
Sam's Club September 1989 - 1990
Education
Towson State University 1986 — 1987
Essex Community College 1983 — 1985
Associate of Arts, Psychology
Perry Hall High 1979 — 1982
High School Diploma
Jerry Geen's Fortune Bank Experience October 2004 - Present
Job Executive Vice President/COO at Fortune Bank
Industry Banking
Experience
Fortune Bank October 2004 - Present
Midwest BankCentre January 2000 - October 2004
Eagle Bank & Trust 1995 - 2000
Southside National Bank November 1992 - March 1995
Boatmans National Bank 1981 - 1992
Skills
Loans, Credit, Banking, Commercial Lending, Executive Management, Commercial Banking, Small Business Lending, Retail Banking, Mortgage Lending, Credit Analysis, Asset Based Lending, Consumer Lending, Portfolio Management, Underwriting, Mortgage Banking, Strategic Planning, Commercial Mortgages, Leadership, Loan Origination, SBA, Cash Management, Financial Analysis, Lines Of Credit, Investments, Credit Risk, Risk Management, Treasury Management, USDA, Due Diligence, Wealth Management, Refinance, Management, Construction Loans, Real Estate, Finance, Financial Structuring, FHA, Corporate Finance
Education
Saint Louis University 1982 — 1984
MBA, Finance
Saint Louis University 1977 — 1981
BS/BA, Finance
Fortune Bank October 2004 - Present
Midwest BankCentre January 2000 - October 2004
Eagle Bank & Trust 1995 - 2000
Southside National Bank November 1992 - March 1995
Boatmans National Bank 1981 - 1992
Skills
Loans, Credit, Banking, Commercial Lending, Executive Management, Commercial Banking, Small Business Lending, Retail Banking, Mortgage Lending, Credit Analysis, Asset Based Lending, Consumer Lending, Portfolio Management, Underwriting, Mortgage Banking, Strategic Planning, Commercial Mortgages, Leadership, Loan Origination, SBA, Cash Management, Financial Analysis, Lines Of Credit, Investments, Credit Risk, Risk Management, Treasury Management, USDA, Due Diligence, Wealth Management, Refinance, Management, Construction Loans, Real Estate, Finance, Financial Structuring, FHA, Corporate Finance
Education
Saint Louis University 1982 — 1984
MBA, Finance
Saint Louis University 1977 — 1981
BS/BA, Finance
Roxanne Moshonas Walton's Fortune Bank Experience 1988 - 1992
Job Principal at Atlantic Consulting, LLC
Industry Real Estate
Experience
Atlantic Consulting, LLC January 2014 - Present
MuniMae 2009 - January 2014
MuniMae/MMA Financial/The Midland Companies 2004 - 2008
MuniMae/MMA Financial/The Midland Companies 2004 - 2007
MuniMae/MMA Financial/The Midland Companies 1996 - 2003
The Midland Companies 1993 - 1996
Fortune Bank 1988 - 1992
Skills
Financial Analysis, Process Engineering, Affordable Housing, Underwriting, Asset Management, Due Diligence, Asset Managment, Disposition, LIHTC, Credit, Real Estate Economics, Loans, Investments, Real Estate, Portfolio Management, Risk Management, Finance, Dispositions
Education
University of Florida - Warrington College of Business Administration 1984 — 1988
BS, Finance
Atlantic Consulting, LLC January 2014 - Present
MuniMae 2009 - January 2014
MuniMae/MMA Financial/The Midland Companies 2004 - 2008
MuniMae/MMA Financial/The Midland Companies 2004 - 2007
MuniMae/MMA Financial/The Midland Companies 1996 - 2003
The Midland Companies 1993 - 1996
Fortune Bank 1988 - 1992
Skills
Financial Analysis, Process Engineering, Affordable Housing, Underwriting, Asset Management, Due Diligence, Asset Managment, Disposition, LIHTC, Credit, Real Estate Economics, Loans, Investments, Real Estate, Portfolio Management, Risk Management, Finance, Dispositions
Education
University of Florida - Warrington College of Business Administration 1984 — 1988
BS, Finance
Erica Vierra's Fortune Bank Experience March 2012 - October 2013
Job Commercial Lending Credit Underwriter I at HomeStreet Bank
Industry Banking
Experience
HomeStreet Bank November 2013 - Present
Fortune Bank March 2012 - October 2013
Regal Financial Bank July 2008 - March 2012
Idaho Trust National Bank January 2007 - July 2008
Farmers and Merchants State Bank February 2004 - December 2006
Farmers and Merchants State Bank August 2002 - February 2004
The Bon Marche May 2000 - December 2001
Levi's Outlet 1996 - 1998
Skills
Loans, Commercial Lending, Commercial Banking, Credit, Accounting, Cash Flow, Credit Analysis, Small Business Lending, Banking, Portfolio Management, Underwriting, Lines Of Credit
Education
University of Idaho 1998 — 2002
BS Marketing, Marketing with a Minor in Advertising
HomeStreet Bank November 2013 - Present
Fortune Bank March 2012 - October 2013
Regal Financial Bank July 2008 - March 2012
Idaho Trust National Bank January 2007 - July 2008
Farmers and Merchants State Bank February 2004 - December 2006
Farmers and Merchants State Bank August 2002 - February 2004
The Bon Marche May 2000 - December 2001
Levi's Outlet 1996 - 1998
Skills
Loans, Commercial Lending, Commercial Banking, Credit, Accounting, Cash Flow, Credit Analysis, Small Business Lending, Banking, Portfolio Management, Underwriting, Lines Of Credit
Education
University of Idaho 1998 — 2002
BS Marketing, Marketing with a Minor in Advertising
Tina M. Estes's Fortune Bank Experience October 2006 - July 2009
Job Customer Service, Administration
Industry Executive Office
Experience
Aegis Living August 2013 - April 2014
Regus Management Group September 2009 - August 2013
Fortune Bank October 2006 - July 2009
Temecula Valley Bank November 2005 - October 2006
Regional Trustee Services Corporation February 1999 - November 2005
Skills
Customer Service, Microsoft Excel, Customer Satisfaction, Outlook, Microsoft Office, Leadership, Office Management, Business Development, Invoicing, Training, Data Entry, Payroll, Team Building, Management, Coaching, Credit, Program Management, Sales
Education
Bellevue College 2014 — 2016
Associate’s Degree, Business Technology with a focus on Office Management, Still in school
Aegis Living August 2013 - April 2014
Regus Management Group September 2009 - August 2013
Fortune Bank October 2006 - July 2009
Temecula Valley Bank November 2005 - October 2006
Regional Trustee Services Corporation February 1999 - November 2005
Skills
Customer Service, Microsoft Excel, Customer Satisfaction, Outlook, Microsoft Office, Leadership, Office Management, Business Development, Invoicing, Training, Data Entry, Payroll, Team Building, Management, Coaching, Credit, Program Management, Sales
Education
Bellevue College 2014 — 2016
Associate’s Degree, Business Technology with a focus on Office Management, Still in school
Richard Yagi's Fortune Bank Experience May 2011 - November 2013
Job Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2014 - Present
Fortune Bank May 2011 - November 2013
Moss Adams LLP January 2011 - March 2011
Nordberg Hammack Kolp & Cash, PS August 2010 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English
Education
Golden Gate University 2011 — 2013
Master's of Science, Taxation
Seattle Pacific University 2007 — 2011
Bachelor of Arts (BA), Accounting
CliftonLarsonAllen January 2014 - Present
Fortune Bank May 2011 - November 2013
Moss Adams LLP January 2011 - March 2011
Nordberg Hammack Kolp & Cash, PS August 2010 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English
Education
Golden Gate University 2011 — 2013
Master's of Science, Taxation
Seattle Pacific University 2007 — 2011
Bachelor of Arts (BA), Accounting
Erin Shannon's Fortune Bank Experience October 2006 - January 2014
Job Assistant Vice President & Consumer Loan Operations Manager at HomeStreet Bank
Industry Banking
Experience
HomeStreet Bank October 2014 - Present
HomeStreet Bank November 2013 - October 2014
Fortune Bank October 2006 - January 2014
Fortune Bank October 2006 - October 2011
Regal Financial Bank 2003 - 2006
Pacifica Bank May 2000 - January 2003
Skills
Credit, Credit Analysis, Financial Analysis, Process Improvement, Risk Management, Financial Reporting, SBA Loan Processing, SBA, Loan Servicing, Small Business Lending
Education
Washington Bankers Association-Executive Development Program 2013 — 2013
University of Hawaii at Manoa 1998 — 2000
HomeStreet Bank October 2014 - Present
HomeStreet Bank November 2013 - October 2014
Fortune Bank October 2006 - January 2014
Fortune Bank October 2006 - October 2011
Regal Financial Bank 2003 - 2006
Pacifica Bank May 2000 - January 2003
Skills
Credit, Credit Analysis, Financial Analysis, Process Improvement, Risk Management, Financial Reporting, SBA Loan Processing, SBA, Loan Servicing, Small Business Lending
Education
Washington Bankers Association-Executive Development Program 2013 — 2013
University of Hawaii at Manoa 1998 — 2000
Patrice Tinsley's Fortune Bank Experience April 1993 - December 1994
Job Manager at OJ Mortgage Inc.
Industry Management Consulting
Experience
OJ Mortgage Inc. January 2015 - Present
Thrivent Financial August 2014 - December 2014
Renz Auto & Boat Repair June 2004 - December 2014
Raymond James Financial December 2006 - May 2009
Republic Bank FL July 2002 - June 2004
Tech Data July 1995 - December 2001
Fortune Bank April 1993 - December 1994
Carteret Mortgage Company (Carteret Savings Bank) August 1990 - April 1993
JPMorgan Chase 1989 - 1990
Skills
Training, Financial Analysis, Process Improvement, Human Resources, Portfolio Management, SDLC, Project Coordination, Leadership, Project Management, Vendor Management, Business Process..., Business Analysis, Program Management, Change Management, Analysis
Education
La Salle University
BA, English, writing/ Marketing
La Salle University
BA
OJ Mortgage Inc. January 2015 - Present
Thrivent Financial August 2014 - December 2014
Renz Auto & Boat Repair June 2004 - December 2014
Raymond James Financial December 2006 - May 2009
Republic Bank FL July 2002 - June 2004
Tech Data July 1995 - December 2001
Fortune Bank April 1993 - December 1994
Carteret Mortgage Company (Carteret Savings Bank) August 1990 - April 1993
JPMorgan Chase 1989 - 1990
Skills
Training, Financial Analysis, Process Improvement, Human Resources, Portfolio Management, SDLC, Project Coordination, Leadership, Project Management, Vendor Management, Business Process..., Business Analysis, Program Management, Change Management, Analysis
Education
La Salle University
BA, English, writing/ Marketing
La Salle University
BA
Katie Lundberg's Fortune Bank Experience February 2012 - January 2013
Job Loan Operations Specialist
Industry Banking
Experience
First Savings Bank Northwest September 2013 - Present
First Savings Bank Northwest May 2013 - September 2014
Fortune Bank February 2012 - January 2013
Bostn Private Bank and Trust Co (Formerly Charter Private Bank) September 2009 - February 2012
Meridian Mortgage Investors September 2008 - May 2009
Alaska USA Mortgage Company April 2006 - September 2008
Alaska USA Federal Credit Union December 2005 - April 2006
Law Offices of William R. Satterberg, Jr. May 2005 - December 2005
Northern Schools Federal Credit Union (Now Spirit of Alaska FCU) May 2002 - May 2005
Skills
Mortgage Lending, Banking, Credit, Loans, Refinance, Real Estate, FHA, Customer Service, Loan Documents, Commercial Lending, Mortgage Servicing, Portfolio Management, Construction Loans, Loan Servicing, Commercial Mortgages
Education
University of Alaska Fairbanks 2002 — 2003
West Valley H.S. 1997 — 2001
General
First Savings Bank Northwest September 2013 - Present
First Savings Bank Northwest May 2013 - September 2014
Fortune Bank February 2012 - January 2013
Bostn Private Bank and Trust Co (Formerly Charter Private Bank) September 2009 - February 2012
Meridian Mortgage Investors September 2008 - May 2009
Alaska USA Mortgage Company April 2006 - September 2008
Alaska USA Federal Credit Union December 2005 - April 2006
Law Offices of William R. Satterberg, Jr. May 2005 - December 2005
Northern Schools Federal Credit Union (Now Spirit of Alaska FCU) May 2002 - May 2005
Skills
Mortgage Lending, Banking, Credit, Loans, Refinance, Real Estate, FHA, Customer Service, Loan Documents, Commercial Lending, Mortgage Servicing, Portfolio Management, Construction Loans, Loan Servicing, Commercial Mortgages
Education
University of Alaska Fairbanks 2002 — 2003
West Valley H.S. 1997 — 2001
General
Ruth Ann Halford's Fortune Bank Experience May 2011 - Present
Job SBA Relationship Officer at Fortune Bank
Industry Financial Services
Experience
Fortune Bank May 2011 - Present
SBDC 2009 - 2010
Enterprise Cascadia 2002 - 2007
Education
Macalester College
Pepperdine University, The George L. Graziadio School of Business and Management
MBA
Fortune Bank May 2011 - Present
SBDC 2009 - 2010
Enterprise Cascadia 2002 - 2007
Education
Macalester College
Pepperdine University, The George L. Graziadio School of Business and Management
MBA
Colleen Axtell's Fortune Bank Experience February 1984 - August 1994
Job Business Development, Account Manager, Customer Service Professional
Industry Banking
Experience
Kerico Builders, Inc. August 2012 - Present
Medco Health Solutions September 2009 - May 2011
Westcor Land Title Insurance Company August 2008 - November 2008
Chicago Title February 1996 - July 2008
Fortune Bank February 1984 - August 1994
Skills
Business Development, Management, Marketing, Sales, Customer Service, New Business Development
Education
Tompkins Cortland Community College 1981 — 1983
Kerico Builders, Inc. August 2012 - Present
Medco Health Solutions September 2009 - May 2011
Westcor Land Title Insurance Company August 2008 - November 2008
Chicago Title February 1996 - July 2008
Fortune Bank February 1984 - August 1994
Skills
Business Development, Management, Marketing, Sales, Customer Service, New Business Development
Education
Tompkins Cortland Community College 1981 — 1983
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation