Independence Bank
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Independence Bank Employees
Montana Actors' Theatre December 2014 - Present
Independence Bank September 2014 - Present
Hi-Line Economic Summit September 2013 - May 2015
Independence Bank January 2014 - August 2014
Independence Bank June 2013 - December 2013
RedRidge Finance Group January 2012 - July 2012
Skills
Financial Analysis, Portfolio Management, Due Diligence, Financial Modeling, Credit, Credit Analysis, Loans, Banking, Financial Reporting, Corporate Finance, Private Equity, Investments, Risk Management, Accounting, Auditing, Restructuring, Cash Flow
Education
The University of Montana - School of Business Administration 2007 — 2011
Bachelor of Science (B.S.), Finance
Evolve Bank and Trust November 2014 - Present
Community Bank September 2012 - November 2014
Independence Bank February 2011 - August 2012
JP Morgan Chase August 2007 - January 2011
Orange Community Bank October 2004 - August 2007
Union Bank May 2002 - October 2004
Skills
Bilingual Proficiency..., Ability to read, write..., Loans, Cash Management, Business Development, Financial Structuring, Commercial Lending, Commercial Banking, New Business Development, Banking, Small Business Lending, Credit, Credit Analysis, Lines Of Credit, Commercial Mortgages, Treasury Management, Consumer Lending, Mortgage Lending, SBA, Retail Banking, Loan Origination, Portfolio Management, Completed formal credit..., Branch Banking, Asset Based Lending, Securitization, Financial Analysis, Private Banking, Risk Management, Finance, Credit Cards, Deposits, Debt Restructuring, Cross Selling, SBA 504, Credit Risk, Branch Management, Relationship Management, Underwriting, Mortgage Banking, Cash Flow Lending, Refinance, Construction Loans, Middle Market, Financial Services, Treasury Services, Banking Relationships, Residential Mortgages, Financial Risk, Commercial Real Estate
Education
University of California, Los Angeles 1992 — 1995
North Miami junior high
North Miami junior high
Independence Bank December 2008 - Present
Montana State University-Northern 2007 - 2008
Montana State University-Northern September 1984 - 2007
Skills
Marketing Management, Marketing, Budgets, Public Relations, Strategic Planning, Advertising, Event Planning, Direct Marketing, Social Media, Event Management, Leadership, Marketing Strategy, Email Marketing, Team Building, Marketing Communications, Press Releases, Product Marketing, Management, Nonprofits, Public Speaking, Social Networking, Market Research, Business Development, Customer Service, Training, Social Media Marketing, Team Leadership, PowerPoint, Research, Program Management, Community Outreach, Microsoft Word, Fundraising, Sales, Project Management
Education
Montana State University-Northern 1979 — 1983
Bachelor's degree, Business
The University of Montana 1977 — 1979
Coaster Company of America January 2003 - Present
American Pacific State Bank February 1984 - 1994
Independence Bank May 1979 - January 1984
Skills
Furniture, Retail, Product Development, Interior Design, Showrooms, Merchandising, Furnishings, Marketing Strategy, Customer Service, Sales, Purchasing
Education
Pierce College
Bank of America August 2015 - Present
Bank of America September 2013 - August 2015
Bank of America Merrill Lynch June 2012 - September 2013
The Children's Home Society March 2009 - June 2012
PRC Alternative Staffing May 2005 - March 2009
Independence Bank June 2003 - April 2005
Skills
Recruiting, Administration, Spanish, Leadership, QuickBooks, PowerPoint, Training, Administrative..., Leadership Development, Event Planning, Outlook, Data Entry, Human Resources, Accounts Payable, Customer Service, Payroll, Microsoft Office, Management, Risk Management, Banking, Microsoft Excel, Microsoft Word, Financial Services, Research, ADP Payroll
Education
Georgian Court University 2010 — 2011
MBA, Business Administration
Kean University 2007 — 2010
BS, Business Management
Ocean County College
AS, Business Administration2003-2007
Independence Bank May 2015 - Present
Access Services August 2013 - May 2015
McBride's Gymnastics Academy April 2011 - May 2014
Skills
Public Speaking, Microsoft Office, PowerPoint, Customer Service, Agriculture, Social Media, Teamwork, Social Networking, Facebook, Microsoft Excel
Education
Murray State University 2013 — 2017
Bachelor's Degree, Agribusiness/Agricultural Business Operations, Junior
independence bank May 2003 - Present
BB&T May 1993 - May 2004
Economic Business Consultants January 1991 - May 1994
Skills
Banking, Loans, Commercial Banking, Credit, Portfolio Management, Investments, Risk Management, Financial Services, Insurance, Small Business Lending, Commercial Lending, Underwriting, Wealth Management, Real Estate, Budgets, Private Banking, Mortgage Lending, Strategic Financial..., Microsoft Excel, Customer Service, Financial Reporting, Tax, Estate Planning, Credit Analysis, Asset Management
Education
Oral Roberts University 1986 — 1990
Bachelor of Science (BS), Accounting
Orval's Roberts university 1986 — 1990
Bachelor of Science (BS), Accounting
Independence Bank 2009 - Present
Houchens Industries / Houchens Food Group 2007 - 2009
Goody's Family Clothing 2006 - 2007
Skills
Banking, ACH, Federal Reserve, Finance, Customer Service, General Ledger, Microsoft Word, Cash Management, Credit, Time Management, Data Entry, Teamwork, Payroll, Deposits, Customer Satisfaction, Payments, Outlook, Microsoft Excel, Retail Banking, Account Reconciliation, Analysis, Team Building, Sales, Public Speaking, Microsoft Office
Education
Western Kentucky University 2011 — 2012
Bachelor's degree, Interdisciplinary Studies
Owensboro Community and Technical College 2008 — 2010
Associate of Arts (A.A.)
Owensboro Community and Technical College 2008 — 2010
Associate's Degree, Science
IDB Bank March 2009 - Present
Sovereign Bank May 2006 - March 2009
Independence Bank January 2004 - May 2006
Staten Island Savings Bank September 2001 - January 2005
The Roosevelt Investment Group September 1984 - November 2001
Skills
Wealth Management, Investment Advisory, Trust Management, Personal Tax Planning, Estate Tax Planning, Portfolio Management, Asset Management, Retirement Planning, Investment Strategies, Private Banking, Investment Management, Trust Services, Wealth Management..., Asset Allocation, Finance, Investments, High Net Worth..., Wealth, Financial Services, Banking, Credit Analysis, Financial Analysis
Education
City University of New York-Brooklyn College 1982 — 1987
Bachelor of Science (B.S.), Economics
Taulia Inc. August 2015 - Present
Direct Commerce February 2015 - Present
Direct Commerce January 2014 - Present
Independence Bank February 2013 - January 2014
Pacific Council on International Policy August 2011 - September 2012
FreedomWorks September 2010 - December 2010
The Heritage Foundation September 2008 - December 2008
Congressman Ed Royce June 2008 - August 2008
The Walt Disney Company May 2006 - August 2006
Skills
R, SAS, Spanish, Social Media, Policy Analysis, Research, Public Speaking, Politics, International Relations, Foreign Policy, Non-profits, Fundraising, Event Planning, Community Outreach, Public Policy, Strategic Communications, Media Relations, Nonprofits, Political Science, International..., Public Relations, Qualitative Research, Political Campaigns, Editing, Government, Grants, Proposal Writing, Program Management
Education
The George Washington University 2007 — 2011
BA, International Affairs, specializing in International Trade and Environmental Resourses
The Webb Schools 2004 — 2007
High School
Independence Bank February 2007 - Present
Integra Bank October 2005 - February 2007
First Federal Saving Bank May 2002 - 2004
Skills
Extraordinary Customer..., Advertising Design and..., Cross Selling, Project Management, Management, Mortgage Lending, Consumer Lending, Small Business Lending, Real Estate Lending, Direct Sales
Education
Murray State University 1997 — 1999
Bachelor of Science (BS), Public Relations/Image Management
Madisonville Community College 1995 — 1997
Independence Bank August 2011 - Present
Falcon National Bank March 2010 - August 2011
Falcon National Bank August 2008 - March 2010
Liberty Savings Bank March 2007 - August 2008
Skills
Commercial Banking, Call Center, Retail Banking, Banking, Customer Service..., Deposits, Personal Banking, Marketing, Sales, Customer Service
Education
Southwest Minnesota State University 2008 — 2010
Bachelor of Applied Science (B.A.Sc.), Business Management
St Cloud Technical and Community College 2006 — 2008
Associate of Arts and Sciences (A.A.S.), Accounting
Independence Bank January 2004 - Present
South Central Bank, Bowling Green, KY January 1989 - January 2004
Morgan Keegan 1987 - 1989
Hilliard Lyons 1985 - 1987
Bowling Green Bank and Trust Company 1971 - 1981
First National Bank of Atlanta October 1966 - April 1971
Skills
Strategic Planning, Public Speaking, New Business Development, Loans, Budgets, Team Building, Sales Management, Investments, Banking, Insurance, Marketing Strategy
Education
Harvard University
Certificate, Consumer Merchandising/Retailing Management
LSU Graduate School of Banking 1992 — 1994
Masters, Banking
University of Florida Trust School 1975 — 1977
Graduate, Trust
Western Kentucky University 1962 — 1964
Bachelor of Business Administration (BBA), Business/Managerial Economics
McCallie School 1956 — 1960
Certificate
Under Armour December 2014 - Present
Home Network Solutions December 2014 - February 2015
Coventry Credit Union October 2013 - July 2014
East Greenwich Dental Associates June 2013 - December 2013
Dell 2009 - 2012
Independence Bank 2004 - 2009
Skills
CompTIA Security+, QuickBooks, Microsoft Office, Microsoft Excel, IT Security Best..., Customer Experience, Account Management, HIPAA, IT Security Policies &..., IT Security Operations, Vendor Management, Training, Outlook, Data Entry, Banking, Cash Handling Experience, Medical Billing, Visio, Customer Service, Telephone Skills, Lotus Notes, Employee Training, Bookkeeping, Health Insurance, Management
Education
Northeastern University 2014 — 2016
Accounting and Finance, 3.7 GPA
Community College of Rhode Island
Associate's degree, Business Administration, Management and Operations
Regions Financial Corporation July 2004 - January 2015
Your husband Dr. Hiram Polk added years of life to my grandmother and saved my live 1990 - 2015
Royal Bank of Canada-Centura 2003 - 2004
Independence Bank 2003 - 2003
Space Coast Early Intervention Center 2002 - 2003
Brevard and Indian River County School Districts 1999 - 2002
Education
Murray State University 1995 — 1999
Bachelor's Degree, Elem./Special Education ( Cum Laude)
First American Financial Corporation January 2015 - Present
Union Bank August 2011 - December 2014
CommerceWest Bank July 2010 - July 2011
Independence Bank July 2008 - May 2010
Capital Group May 2007 - March 2008
Skills
Accounting, Taxation, Enrolled Agent, Financial Modeling, Financial Analysis, Banking, Credit, Budgeting, Forecasting, QuickBooks, Drake Tax Software, Small Business Lending, Due Diligence
Education
Pursuing CPA and MS in Accounting
University of California, Irvine 2002 — 2006
Bachelor's Degree, Economics/Minor in Business Management
Ocean View High School
Kraft Heinz Company May 2015 - Present
Fuqua School of Business July 2013 - May 2015
Kraft Foods Group June 2014 - August 2014
Grove Park Capital Group, Inc March 2014 - June 2014
Independence Bank May 2012 - July 2013
Independence Bank August 2008 - May 2012
Skills
Analysis, Credit Analysis, Credit Risk, Bloomberg Terminal, Liquidity Management, Investment Management, Wholesale Banking, CMOS, Municipal Bonds, Fixed Income Analysis, Economics, Banking, Portfolio Management, Loans, Corporate Finance, Valuation
Education
Duke University 2013 — 2015
MBA Candidate at Duke University - The Fuqua School of Business, Strategy & Finance
Brescia University 2006 — 2008
Masters in Science Management
Brescia University 2002 — 2005
Business Finance and Economics
University of Washington July 2015 - Present
MegaPath December 2013 - July 2015
MegaPath May 2013 - December 2013
Starbucks September 2012 - May 2013
US Peace Corps May 2011 - June 2012
Adam Wabeke Technical Services August 2005 - June 2012
Independence Bank May 2008 - May 2011
Montana State University August 2005 - May 2008
Albertson's May 2004 - August 2005
Skills
Troubleshooting, Computer Hardware, Mac, HTML, VoIP, Microsoft Office, Software Installation, Databases, Windows, Networking, Adobe Creative Suite, Social Networking, Photoshop, International Relations, Research, SQL, Grant Writing, Web Design, Network Security, PHP, Photography, Community Development, Network Design, WordPress, HTML5, Photo Editing, Computer Repair, HTML 5, Image Editing
Education
Montana State University-Northern 2005 — 2009
Bachelor of Science, Computer Information Systems, Graphic Design, 3.8
Independence Bank May 2003 - Present
Stockman Bank September 1999 - May 2003
Stockman Bank September 1999 - April 2003
Education
Montana State University-Bozeman 1984 — 1990
Bachelor of Science, Finance
Nichiren Shu 1984 - Present
National Archives April 1984 - November 2005
Independence Bank May 1974 - August 1976
Skills
Microsoft Office, Government, Social Media, Customer Service, Public Speaking, Community Outreach, Event Planning
Education
Morehouse College
University of Missouri-Saint Louis
Banc of California April 2015 - Present
Independence Bank July 2013 - Present
Pacific Enterprise Bank July 2012 - June 2013
Premier Commercial Bank (California United Bank now) March 2007 - August 2011
Skills
Loans, Credit, Underwriting, SBA, C&I Lending, Commercial Lending, Small Business Lending, Commercial Banking, Banking, Credit Analysis, Commercial Mortgages, Portfolio Management, Financial Analysis, Credit Risk, Lines Of Credit, Mortgage Lending, Financial Structuring, Real Estate Economics, Real Estate Financing, Commercial Real Estate, Asset Based Lending, Commercial Finance, Construction Loans, Consumer Lending, Investments, Loan Origination, Mortgage Banking, Refinance, Real Estate, Residential Mortgages, SBA 504, Treasury Management
Education
California State University-Fullerton 2005 — 2006
Business Administration, FInance
Santa Ana College 2003 — 2004
General Education, A.A.
Rotary Club of Pearland June 2014 - Present
Texas Citizens Bank May 2010 - Present
Texas Citizens Bank March 2010 - Present
Sterling Bank May 2001 - March 2010
Independence Bank 1997 - 2001
West University Bank 1994 - 1997
Skills
Commercial Lending, Banking, Small Business Lending, Credit, Financial Accounting, Commercial Banking, Credit Analysis, Credit Risk, Loans, Treasury Management, Cash Management, Asset Based Lending, Portfolio Management, Retail Banking, Lines Of Credit
Education
Texas Southern University
BBA, Management/Accounting
Allstate Tower, Inc. September 2014 - Present
Allstate Tower, Inc. September 2014 - Present
Toyota February 2013 - September 2014
First Baptist Church of Henderson, KY June 2006 - July 2011
Independence Bank September 2005 - June 2006
Ohio Valley National Bank December 2001 - September 2005
Skills
Customer Satisfaction, Customer Service, Team Leadership, Project Management, Project Planning, Sales, Telephone Skills, Call Centers, Time Management, Negotiation, Testing, Strategic Planning, Inventory Management, Management, Process Improvement, Team Building
Education
ITT Technical Institute-Newburgh 2012 — 2013
Bachelor's Degree, Project Management, 4.0
ITT Technical Institute-Newburgh 2010 — 2012
Associate's degree, Criminal Justice and Corrections, 4.0
Independence Bank February 2013 - Present
Green River Area Federal Credit Union July 2011 - February 2013
American Eagle Outfitters November 2008 - January 2012
Skills
Cash Management, Banking, Retail Banking, Commercial Banking, Credit, Loans, Deposits, Consumer Lending, Teller Operations
Education
Western Kentucky University 2007 — 2011
Bachelor of Science (BS), Interdisciplinary Studies
Owensboro Community and Technical College
City of New York, Administration for Children's Services 2007 - Present
Independence Bank June 2004 - October 2005
Custom Legal Outsourcing (CLO) October 2004 - January 2005
Skills
Healthcare Management, Healthcare, Health, Public Health, Administrative Work, Investigation, Investigative Reporting, Incident Management, Incident Investigation, Investigators, Criminal Investigations, Investigative Research, Public Administration, Sociology, Social Services
Education
Hofstra University 2008 — 2010
Master's degree, Health/Health Care Administration/Management
Queens College 2000 — 2005
Bachelor's degree, Sociology
Independence Bank December 2014 - Present
Clark Schaefer Consulting December 2013 - November 2014
First Financial Bank February 2010 - November 2013
Clark Schaefer Consulting February 2009 - February 2010
Deloitte & Touche November 2005 - December 2008
Kentucky Housing Corporation May 2000 - October 2004
Crowe Horwath LLP September 1997 - April 1999
PwC July 1994 - June 1996
Skills
Sarbanes-Oxley, Auditing, Internal Audit, Due Diligence, Financial Analysis, SEC filings, Enterprise Risk..., Financial Reporting, Risk Management, Management Consulting, Sarbanes-Oxley Act, Finance, Internal Controls, GAAP, Financial Risk, Accounting, IT Audit, CPA, US GAAP, Financial Accounting, CISA, External Audit, Risk Assessment
Education
University of Kentucky 1992 — 1994
MBA
Transylvania University 1988 — 1992
BA, Accounting
Allegiance Bank Texas November 2013 - Present
Independence Bank, N. A. February 2007 - November 2013
Regions Bank February 2003 - February 2007
Independence Bank February 2000 - February 2003
Omni Bank November 1998 - February 2000
Sunbelt National Bank November 1989 - November 1998
Skills
Credit Administration, Credit, Commercial Lending, Commercial Banking, Credit Analysis, Loans, Small Business Lending, Construction Loans, Equipment Loans, Lines Of Credit, Credit Risk, Underwriting, Banking, Asset Based Lending, Consumer Lending, Commercial Mortgages, Retail Banking, Mortgage Lending, Loan Origination, SBA, Real Estate Economics, Commercial Real Estate, Treasury Management, Finance, Real Estate Financing, Financial Modeling, Mortgage Banking, Financial Institutions, Financial Structuring, Middle Market, Cross Selling, Portfolio Management, Structured Finance, Commercial Finance, Private Banking, Loan Servicing, Cash Management, Funding, Residential Mortgages, Refinance, Mortgage Underwriting, Financial Risk, Bank Secrecy Act, Syndications, Debt Restructuring
Education
LeTourneau University 1993 — 1995
BS, Business Management
Brazoswood HS
Independence Bank March 2010 - Present
Pacific Mercantile Bank February 2008 - March 2010
Pacific Western Bank April 2001 - December 2007
Bank of Hawaii June 1982 - April 2001
Skills
Customer Service, AML, Asset Based Lending, Banking, Branch Banking, Cash Management, Commercial Banking, Commercial Lending, Commercial Mortgages, Credit, Credit Analysis, Credit Risk, Executive Management, Financial Institutions, Lines Of Credit, Loan Origination, Loans, Management, Mortgage Lending, Portfolio Management, Retail Banking, Risk Management, SBA, Small Business Lending, Strategic Planning, Treasury Management, Anti Money Laundering
Education
California Coast University
B.S. Management
Sunwest Bank December 2014 - Present
Independence Bank November 2012 - November 2014
Wells Fargo June 2010 - September 2012
Wells Fargo December 2008 - June 2010
Wells Fargo February 2008 - December 2008
Skills
Microsoft Office, iWork, HTML, Japanese, Spanish, Team Leadership, Outlook, Nonprofits, Customer Service, Microsoft Excel, Photoshop, Research, Banking, PowerPoint
Education
San Francisco State University 2003 — 2008
Bachelor of Arts (B.A.), Japanese Language and Literature
Capistrano Valley High School 1999 — 2003
Farmers National Bank May 2014 - Present
West Community Credit Union/ Tigers Credit Union June 2012 - April 2014
Financial Consultant October 2011 - June 2012
First Security Bank June 2009 - November 2011
Financial Consulting & Training January 2009 - August 2011
Independence Bank June 2005 - March 2008
University of Evansville 1998 - 2007
Evansville Federal Credit Union January 2004 - June 2005
Fifth Third Bank December 1993 - January 2004
Skills
Banking, Credit, Loans, Mortgage Lending, Commercial Lending, Risk Management, Financial Risk, Customer Service, Management, Team Building, Strategic Planning, Coaching, Financial Analysis, Budgets, Process Improvement, Real Estate, Sales Management, Policy, Team Leadership, Business Planning, Operations Management, Change Management, Employee Relations, Branch Management, Management Consulting, Business Strategy, Negotiation, Public Speaking, Retail, Vendor Management, Budgeting, Mentoring, Financial Management, Loan Structuring, Loan Documentation, Leading By Example, Training Delivery, College Teaching, Financial Structuring, Leadership
Education
University of Evansville 2001 — 2003
MS PSA, Public Service Adm, 3.76
Wallis State Bank May 2014 - Present
Independence Bank September 2012 - April 2014
Bank of Houston February 2010 - July 2012
FC Holdings, Inc. September 2007 - December 2009
Woodforest National Bank April 2006 - September 2007
Southern National Bank of Texas September 2005 - March 2006
Amegy Bank May 2000 - September 2005
Skills
Treasury Management, Mortgage Lending, Commercial Mortgages, Credit Analysis, Financial Modeling, Executive Management, Corporate Finance, Financial Services, Asset Management, Lines Of Credit, Investments, Finance, Retail Banking, Loan Origination, Private Banking, Asset Based Lending, Mergers & Acquisitions, Capital Markets, Financial Risk, Financial Structuring, Relationship Management, Valuation, Middle Market, Financial Reporting
Education
University of Houston 1997 — 2000
MBA, Finance
Independence Bank June 2013 - Present
University of Kentucky 2012 - 2013
United Way of the Bluegrass 2012 - 2012
Big Ass Fans May 2011 - November 2011
Jagoe Homes, Inc January 2009 - August 2010
Jagoe Homes 2009 - 2010
Comfort Keepers 2009 - 2009
Skills
Microsoft Office
Education
University of Kentucky 2009 — 2013
Bachelor of Science in Business Economics, Economics and Finance
University of Kentucky 2009 — 2013
Bachelor of Science (B.S.), Economics & Finance
University of Kentucky Singletary Scholars. University of Kentucky Global Scholars. University of Kentucky
Independence Bank July 2011 - July 2014
Riney Hancock CPAs PSC February 2013 - April 2013
Staples May 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, Teamwork, Public Speaking, English, Data Entry, Sales, Telephone Skills
Education
Western Kentucky University 2014 — 2015
Master's Degree, Accounting
Kentucky Wesleyan College 2010 — 2014
Bachelor of Science (B.S.), Accounting
McLean County High School 2006 — 2010
Broadway Global September 2012 - Present
Examiner.com September 2010 - Present
THEATRE CHAT May 2009 - Present
Caldwell Theatre Company July 2008 - September 2008
Broward Stage Door Theatre March 2006 - July 2007
Delta Air Lines July 1999 - March 2006
GTE November 1989 - July 1999
Holland America Line May 1987 - July 1999
Independence Bank March 1984 - May 1986
Skills
Public Speaking, Facebook, Non-profits, Theatre, Television, Arts, Dance, Blogging, Event Planning, Writing, Social Media, Media Relations, Social Media Marketing, Event Management, Publicity, Editing, Promotions, Entertainment, Production, Press Releases, Fundraising, Public Relations, Newsletters, Online Marketing, Journalism, Social Networking, Marketing Communications, New Media, Special Events, Customer Service, Scheduling, Word, PowerPoint, Corporate Events, Voice Over, Budgeting, Broadway, Management, Nonprofits, Music, Acting, Marketing, Film, Creative Writing, Storytelling, Comedy, Performing Arts, Voice Acting, Directing, Brand Development
Education
American Academy of Dramatic Arts 1984 — 1985
Performing Arts
Brigham Young University 1980 — 1982
Performing Arts
Independence Bank May 2012 - July 2014
F&M Bank January 2008 - May 2012
Wells Fargo 1988 - 2007
Skills
Banking, Loans, Customer Service, Team Building, Microsoft Office, Customer Experience, Coaching, Leadership, Management, Sales Management, Compliance, Interviews, Nonprofits, New Business Development, Negotiation, Social Networking, Networking, Organization, Risk Assessment, Small Business, Underwriting, Volunteer Management, Business Development, Loan Origination, Commercial Banking, Commercial Lending, Credit, Financial Analysis, Team Leadership, Strategic Planning, Small Business Lending, Sales, Risk Management, Process Improvement, Mortgage Lending, Marketing
Education
Santa Ana College
Independence Bank August 2012 - Present
Rich-Way Landscape May 2012 - August 2012
Independence Bank May 2010 - August 2010
Skills
Financial Analysis, Strategic Financial..., Financial Services, Estate Planning, Trust Services, Corporate Trust, Charitable Gift Planning, Securities, Finance, Investments, Investment Management, Asset Allocation, Investment Strategies, Wealth Management..., Equities, Asset Management, Financial Advisory, High Net Worth..., Financial Structuring, Investment Advisory, Wealth Management, Retirement Planning, Bonds, Fixed Income, ETFs, Structured Products, Portfolio Management, Financial Modeling, Accounting, Customer Service, Financial Planning
Education
College for Financial Planning 2014 — 2016
Certified Financial Planner
Cannon Financial Institute 2013 — 2015
Certified Trust and Financial Advisor (CTFA)
Middle Tennessee State University 2011 — 2012
Master of Business Administration (M.B.A.), Finance
Middle Tennessee State University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance and Economics
Independence Bank January 2014 - June 2014
Lead The Sale, Inc November 2012 - November 2013
UC Irvine June 2009 - January 2013
West Coast Yellow Pages and Internet Marketing July 2012 - November 2012
JUST SHOOT ME Photography Studio April 2012 - June 2012
Living Agile, Inc. May 2011 - July 2011
Rockreation September 2007 - March 2011
Coffee Importers September 2010 - December 2010
Teen Leadership Foundation September 2008 - September 2010
Skills
Research, Email Marketing, Microsoft Office, Market Research, Outlook, Advertising, Team Building, Customer Service, Leadership, Organizing, Microsoft Word, Microsoft Excel, Customer Relations, Social Media Marketing, Press Releases, Nonprofits, Copywriting, Social Media, Word, Strategic Planning, Administrative..., Editing, Problem Analysis, PowerPoint, Data Entry, Databases, Internet Explorer, Interviews, Facebook, Marketing, Management, Excel, Telephone Skills, Administrative Support, Windows, English, Spreadsheets, Problem Solving, Typing, XP, SEO, Training, InDesign, Photoshop, Google Analytics, Marketing Research, CRM, Strategy, Social Networking
Education
Biola University 2009 — 2010
12/10, Business Marketing
Vanguard University of Southern California 2006 — 2008
Business Administration and Marketing
Independence Bank December 2003 - Present
Education
Pacific Coast Banking School 2011 — 2013
Montana State University-Bozeman 1993 — 1998
Bachelor’s Degree, Agricultural Business and Management
Independence Bank July 2014 - Present
Plain Green LLC May 2012 - July 2014
Stone Child College October 2009 - May 2012
Skills
Educational Technology, Teaching, E-Learning, Distance Learning, System Administration, Microsoft Office, Windows, Computer Hardware, Active Directory, Customer Service, HTML, Research, Windows Server, Social Media, Microsoft Excel, Networking, Network Engineering, Network Security, Network Design, Network Administration, File Sharing, Basketball, Softball, Weightlifting, Operating Systems, Troubleshooting, Servers, Technical Support, Information Technology, Firewalls, SharePoint, Windows 7, Cisco Technologies, TCP/IP, IT Management, OS X, Web Development, DNS, Software Installation, Antivirus, DHCP, IT Operations, Microsoft Exchange
Education
University of Phoenix 2011 — 2012
Master's degree, Information Systems
MSU-N 2008 — 2009
Bachelor of Science (BS), Information Technology
Ft. Belknap College 2006 — 2008
Associate of Science (A.S.), Natural Resources
Independence Bank 2003 - Present
Enterprise Capital, Inc. 1996 - 2003
Skills
Small Business Lending, Commercial Lending, Credit, Banking, Underwriting, Loans, SBA, Finance, Mergers & Acquisitions, Start-ups, Wealth Management, Financial Structuring, FHA, Small Business, Commercial Mortgages, Commercial Banking
Education
Boston University
University of Colorado at Boulder
Bachelor's degree, Political Science and Government
University of Rhode Island
Attended MBA Program, Finance
Partners Bank of California April 2015 - Present
Rotary July 2013 - Present
San Juan Capistrano Chamber of Commerce July 2006 - Present
Action Networking July 2008 - Present
Lawrence Thomas Insurance Services February 1996 - Present
Independence Bank September 2004 - February 2015
Commonwealth Managed Care Consulting, Inc. January 1991 - February 1997
Skills
Health Insurance, Small Business, Team Building, Management, Insurance, Banking, Nonprofits, Public Speaking, Finance, Public Policy, Employee Benefits, Training, Leadership Development, Commercial Banking, Strategic Planning, Commercial Lending, Community Outreach, Marketing Strategy, Management Consulting, Event Management, Business Development, Healthcare, Sales, Small Business Lending, Customer Service, Loans, Community Development, Fundraising, Real Estate, Product Development, Public Relations, Event Planning, Executive Management, Strategic Financial..., Financial Analysis, Fixed Annuities, New Business Development, Leadership, Business Planning, Coaching, Entrepreneurship, Marketing, Budgets, Time Management, Strategy, Commercial Mortgages, Start-ups, Organizational..., Contract Negotiation, Social Networking
Education
California State University-Long Beach 1975 — 1977
MPA Candidate (Completed course work and advanced to candidacy but did not complete thesis), Urban Management (Center for Public Policy and Administration), 4.0
California State University-Long Beach - College of Business Administration 1968 — 1970
BS, Management
Independence Bank August 2015 - Present
Kentucky Department of Agriculture May 2015 - August 2015
Comer McDaniel Campaign for Governor October 2014 - May 2015
Kentucky Department of Agriculture May 2012 - October 2014
James Comer Campaign for Commissioner of Agriculture January 2011 - November 2011
Skills
Social Media, Networking, Public Relations, Press Releases, Public Speaking, Public Policy, Political Communication, Political Campaigns, Grassroots Development, Constituent..., Community Leadership, Soil Science, Horticulture
Education
University of Kentucky 2008 — 2012
Bachelor of Science (B.S.), Plant and Soil Science
University of Kentucky 2008 — 2012
Bachelor’s Degree, Community Leadership and Development
First Security Bank June 2015 - Present
Northwestern Mutual 2014 - Present
Red Door Properties, Bowling Green, KY May 2012 - May 2014
Law Office of Steven D. Downey May 2012 - May 2014
Independence bank April 2011 - August 2011
The Hines Center May 2009 - May 2010
shoe stop September 2008 - February 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Teamwork, Customer Service, Payroll, Marketing
Education
Western Kentucky university 2010 — 2013
Bachelor's Degree
Brescia University 2009 — 2010
ochs
VIP DOMINICAN BEAUTY SALON December 2013 - Present
Dominican Innovation hair salon April 2009 - Present
StaffMasters January 2008 - March 2013
Balance Staffing 2007 - 2008
Independence Bank February 2003 - January 2007
Qualified Resources International June 1999 - February 2003
Skills
Applicant Tracking..., Contract Recruitment, Customer Service, Employee Relations, Internet Recruiting, Recruiting, Staffing Services, Talent Acquisition, Temporary Placement, Temporary Staffing, Time Management, Hiring, Human Resources, Interviews, Job Fairs, Management, Permanent Placement, Sourcing
Education
Borough of Manhattan Community College 1994 — 1997
Associate, MR
Loius D Brandeis High School 1990 — 1994
US Bank Home Mortgages June 2014 - Present
Independence Bank March 2013 - June 2014
Go Logo May 2012 - March 2013
Old National Bank May 2008 - May 2012
Skills
Banking, Credit, Customer Service, Financial Analysis, Loans, Microsoft Excel, Retail Banking, Consumer Lending, Risk Management, Commercial Lending, Credit Analysis, Finance, General Ledger, Microsoft Office, Leadership, Public Speaking
Education
Murray State University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Muhlenberg South High School 2001 — 2005
Independence Bank July 2013 - Present
US Bank June 1987 - May 2013
Skills
Banking, Loans, Credit Analysis, Credit, Commercial Lending, Commercial Banking, Consumer Lending, Lines Of Credit, Small Business Lending, Commercial Mortgages, Credit Risk, Loan Origination, Retail Banking, SBA, Customer Service
Education
Murray State University
Bachelor's Degree, Business Administration
Independence Bank May 2015 - July 2015
Legends May 2013 - August 2013
Skills
Microsoft Word, Management, Microsoft Excel, Customer Service, Microsoft Office, Event Planning, Social Media, Time Management, Social Networking
Education
Duke University 2014 — 2017
Psychology, Marketing Management Certificate
Duke University 2013 — 2017
Federal Deposit Insurance Corporation, Columbia, MD January 2011 - Present
Independence Bank April 2008 - January 2011
PNC Bank April 2006 - October 2007
Skills
Vendor Management, Software Documentation, Loans, Mortgage Lending, Risk Management, Commercial Banking, Training, Quality Auditing, Banking, Bank Secrecy Act, Management, Commercial Lending, Analysis, Small Business Lending, Credit, Security, Portfolio Management, Consumer Lending, Regulations
Education
Notre Dame of Maryland University 1997 — 2004
B.A Degree, Communications
Kickback Rewards Systems June 2014 - Present
Kareo April 2013 - September 2014
Kareo July 2012 - April 2013
Independence Bank June 2011 - July 2012
Pacific Western Bank August 2006 - June 2011
Skills
Customer Service, Technical Support, Microsoft Office, Salesforce.com, Banking, Troubleshooting, Management, Networking, Software Documentation, Microsoft Excel, CompTIA A+, Outlook, Data Entry, CompTIA Security +, MCTS, Desktop Computers, Auditing, Microsoft Exchange, Credit, Payments, SQL Server Management..., Microsoft Certified..., CompTIA
Education
Stanbridge College 2012 — 2014
Bachelor of Science in Information Technology
Stanbridge College 2009 — 2011
A.A. Degree, Information Technology
Camp Gray May 2015 - Present
Independence Bank August 2014 - May 2015
MSU-Northern Financial Aid August 2010 - May 2014
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Event Planning, Time Management, Social Media, Sales, Customer Satisfaction, Outlook, Marketing, Public Speaking, Teamwork, Leadership, Event Management, Social Networking, Data Entry, Facebook, Social Media Marketing
Education
Montana State University-Northern 2010 — 2014
Bachelor of Business Administration (BBA), Marketing, Senior
First Security Bank June 2015 - Present
Independence Bank May 2006 - June 2015
First National Bank January 1998 - February 2004
Old National Bank May 1980 - December 1997
Skills
Loans, Retail Banking, Commercial Banking, Mortgage Lending, Consumer Lending, Small Business Lending, Commercial Lending, Cross Selling, Loan Origination, Real Estate License, FHA financing, Home Equity Lines of..., Branch Management, Construction Loans, Teller Operations, Customer Service, Real Estate, Microsoft Word, Lines Of Credit, Banking
Education
Central City High School
Kentucky Real Estate
Madisonville community college
Owensboro Community and Technical College
Independence Bank January 2002 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Banking, Leadership, Management, Marketing, New Business Development, Sales, Team Building, Training
Education
Eastern Kentucky University 1989 — 1992
I have a Bachelors degree, Business Administration and Management, General
Independence Bank December 2010 - Present
Independence Bank, December 1994 - Present
PSE Credit Union September 1991 - August 1994
Skills
Financial Analysis, Financial Reporting, Accounting, Cash Management, Internal Controls, Banking, Budgets, Financial Modeling, Risk Management
Education
David N. Myers University 1995 — 1997
Bachelor of Business Administration (B.B.A.), Economics and finance
Cuyahoga Community College
Business Administration and Management, General
Rodeo Realty, Inc. October 1998 - Present
Todd C. Olson Estate Brokerage 1987 - 1998
City of Los Angeles Dept. of Water & Power 1976 - 1981
Independence Bank 1974 - 1976
Bank of America 1972 - 1974
Skills
Foreclosures, Short Sales, First Time Home Buyers, REO, Problem Solving, Real Estate Training, Listing Homes, Negotiation, Marketing, Management, Real Estate, Training, Selling, Referrals, Buyers, Condos, Listings, Sellers, Single Family Homes, Townhomes, Relocation, Investors, FHA, Buyer Representation, New Home Sales, HUD, Investment Properties, Property, Rentals, Luxury, Real Estate Transactions, Real Property, Property Management, Loss Mitigation, Resellers, Real Estate Financing, Leases, Real Estate Economics, Home Staging, Mortgage Lending, Residential Homes, SFR, Move Up Buyers, Contract Negotiation, Sales
Education
California State University-Northridge
Business Administration and Management, General
Los Angeles Valley College 1969 — 1972
Associate of Arts (A.A.), Mathematics, Spanish, General Education
James Monroe High School 1967 — 1970
High School Diploma, Mathematics & Spanish
Magnablend, Inc February 2015 - Present
Magnablend, Inc. March 2013 - January 2015
Magnablend, Inc. August 2011 - February 2013
Independence Bank December 2009 - July 2011
Skills
Inventory Management, Polymers, Contract Negotiation, Microsoft Office, Sales, Purchasing, Team Building, Strategic Planning, Microsoft Excel, Energy, New Business Development, Supply Chain Management, Process Improvement, Customer Service, Account Management, Project Management, Supply Chain, Procurement, Strategic Sourcing, Management, Public Speaking, Sales Management, Leadership, Logistics, PowerPoint
Education
Murray State University 2008 — 2009
Master of Business Administration
University of Kentucky 2004 — 2008
Bachelor of Business Administration, Finance and Marketing
Cadient Group July 2012 - Present
Dollar Financial Group June 2010 - July 2012
United BioSource Corporation September 2009 - June 2010
PlusNetMarketing December 2008 - June 2009
Maxwell Systems October 2008 - November 2008
Synectics, Inc. February 2007 - September 2008
Computer Access LLC February 2003 - 2007
Sprint PCS July 1996 - January 2003
Independence Bank June 1991 - July 1996
First Fidelity Bank December 1987 - February 1991
Skills
.NET, C#, Omniture, ESB, SQL, T-SQL, Software Development, IIS, ASP.NET, Database Design, Visual Studio, Web Services, WCF, Insurance, Telecommunications, Banking, Adobe CQ5 Web Content..., Kony Mobile Application..., Neudesic Neuron ESB..., jQuery, Web Applications, Visio, CSS, SDLC, TFS, JavaScript, ASP, Microsoft SQL Server, Software Design
Education
New Jersey Institute of Technology 1998 — 2003
Grad. Certificate, Computer Science
University of Washington 1983 — 1985
MS, Forestry, Economics
University of Idaho 1972 — 1976
BS, Forestry
Opus Bank March 2015 - Present
Opus Bank May 2012 - Present
Independence Bank December 2010 - July 2011
Independence Bank May 2007 - January 2011
EYELA October 2006 - April 2007
Orange County Probation Dept. July 2005 - September 2005
Skills
Marketing Strategy, Market Analysis, Advertising, Marketing, Market Research, Brand Management, Business Development, CRM, Direct Marketing, Email Marketing, Marketing Communications, Banking, Digital Marketing
Education
University of California, Santa Barbara 2002 — 2007
BA, Sociology
Independence Bank August 2009 - Present
Independence Bank October 2007 - August 2009
CIT - Equipment Finance December 2006 - October 2007
ICX Corporation/RBS Asset Finance October 1994 - November 2006
Bank One 1982 - 1986
Education
Miami University 1978 — 1982
BSBA, Finance
ReadyCap Commercial, LLC October 2013 - Present
Independence Bank May 2013 - October 2013
Pacific Enterprise Bank January 2012 - May 2013
Opus Bank March 2011 - January 2012
Sunwest Bank November 2009 - March 2011
Sunwest Bank February 2008 - March 2011
BMC Capital July 2007 - January 2008
IMPAC Commercial Capital Corporation June 2006 - June 2007
IMPAC Commercial Capital Corporation June 2003 - June 2007
Skills
Underwriting, Loans, Credit, Credit Analysis, Commercial Mortgages, Financial Risk, Mortgage Banking, Appraisals, Portfolio Management, Financial Analysis, Real Estate, Asset Managment, Commercial Real Estate, Investment Properties, Management, Commercial Lending, Investments, Loan Origination, Finance, Commercial Banking, Banking, Small Business Lending
Education
San Diego State University
Bachelor of Arts
San Diego State University-California State University
Bachelor of Arts
Independence Bank November 2013 - Present
BB&T August 2013 - November 2013
BB&T February 2007 - August 2013
BB&T March 1998 - February 2007
Skills
Leadership, Communication Skills, Commercial Lending, Small Business Lending, Loans, Customer Service, Team Building, Process Improvement, Mortgage Banking, Commercial Banking, Consumer Lending, Credit Analysis, Banking, Investments, Strategic Planning, Financial Analysis
Education
Murray State University 1992 — 1997
The Cheesecake Factory July 1995 - Present
The Cheesecake Factory July 1995 - February 2006
Great Western Bank March 1992 - April 1994
Independence Bank October 1990 - January 1992
KDI, American Products July 1988 - August 1990
Skills
Recruiting, Human Resources, Hiring, Applicant Tracking..., Onboarding, College Recruiting, Sourcing, Taleo, Talent Acquisition, Training, Employee Training, Talent Management, New Hire Orientations, Employee Relations, Internet Recruiting, Interviews, Succession Planning, Workforce Planning, Performance Management, Behavioral Interviewing, Temporary Placement, Employer Branding, FMLA, Job Descriptions, Employee Engagement, Labor Relations, Employee Benefits, Benefits Negotiation, Technical Recruiting, Screening Resumes, Staffing Services, Organizational..., HRIS, HR Consulting, Benefits Administration, Resume Writing, Screening, Personnel Management, Temporary Staffing, Career Development, HR Policies, Employee Handbooks, Contract Recruitment, Permanent Placement, Employment Law, Exit Interviews, Restaurant Management
Education
California State University-Northridge
Bachelor of Science (BS), Business/Organizational Systems Management
Insurance Education Association
WCCP, Workers' Compensation
Opus Bank February 2015 - Present
Independence Bank August 2011 - January 2015
Orange Community Bank June 2010 - July 2011
San Diego Private Bank February 2009 - June 2010
U.S. Trust January 1995 - September 2008
Peterson & Ross 1990 - 1995
Skills
Banking, AML, KYC, Risk Management, OFAC, Wealth Management, Retail Banking, Bank Secrecy Act, USA PATRIOT Act, Private Banking, Operational Risk..., Due Diligence, Commercial Banking, Mergers & Acquisitions, Operational Risk, Internal Audit, Vendor Management, Financial Services, Project Management, Operations Management, Management, Anti Money Laundering
Education
University of Phoenix 1998 — 2002
Bachelor of Science (B.S.), Business Administration
ACK Healthcare Management, LLC January 2014 - Present
Banterra Bank July 2006 - May 2013
Independence Bank July 2002 - July 2006
Skills
C&I, Consumer Lending, FX Swaps, Leveraged Lending, Equipment Loans, Risk Models, Senior Debt, Corporate Finance, CeMap Qualified, C&I Lending, Marketing, Loan Origination, Finance, Commercial Lending, Banking, Healthcare, Public Speaking, Commercial Real Estate, Financial Analysis, Loans, Mortgage Banking, Customer Service, Middle Market, Leadership, Commercial Banking, Retail Banking, Asset Based Lending, Sales, Lines Of Credit, Banking Relationships, Strategic Planning, Credit, Deposits, Team Building
Education
University of Louisville 1994 — 1995
Master's Degree, Higher Education/Higher Education Administration
Centre College 1989 — 1993
BA, Classical and Ancient Studies
OCHS
Farmers Bank Marion, KY October 2014 - Present
Independence Bank January 2006 - October 2014
Integra Bank 2002 - 2006
Firstar Bank February 2000 - February 2002
Citizens Bank 1995 - 2000
Skills
Banking, Coaching, Commercial Banking, Credit Analysis, Loan Compliance, Loans, Private Pilot, Public Speaking, Retail Banking, Risk Management, Small Business Lending, Team Building, Consumer Lending, Credit, Leadership Development, Portfolio Management, Strategic Planning
Education
University of Virginia 2004 — 2006
Graduate School of Retail Bank Management, Banking
Georgetown University 2000 — 2002
Stonier Graduate School of Banking, Banking
University of Evansville 1995 — 2002
BS & MS
Independence Bank January 2010 - Present
Independence Bank July 2004 - December 2009
SBA August 1972 - January 2004
SBA August 1972 - January 2004
Skills
SBA Loan Underwriting,..., Microsoft Excel Kand..., Credit, Loans, Underwriting, Small Business Lending, Excel, Asset Management, Portfolio Management, Investment Properties, Mortgage Lending, Credit Analysis, Financial Analysis, SBA, USDA, Commercial Banking, Banking, Microsoft Excel, Real Estate, Loan Servicing, Commercial Real Estate, Commercial Lending, Finance, Commercial Mortgages, Loan Origination, Credit Risk
Education
Cornell University 1970 — 1972
MBA, Finance
College of the Holy Cross 1966 — 1970
BS, Economics /Political Science
Independence Bank March 2011 - Present
Education
Montana State University-Bozeman 2002 — 2005
B.S., Business-Accounting Option
Swift & Staley Inc. July 2014 - Present
Pro2Serve Business Solutions August 2013 - February 2014
USEC, United States Enrichment Corporation August 2008 - August 2013
Independence Bank September 2006 - August 2007
Paducah Technical College September 2001 - June 2006
Skills
Safety, Training, Leadership, Management, Human Resources, Strategic Planning, Public Affairs, Organizational..., Conflict Resolution, Coaching, Staff Development, Project Planning, Program Development, Quality Assurance, Process Scheduler, Employee Relations, Budgets, Payroll, Team Building, Process Improvement, Leadership Development, Continuous Improvement, Customer Service, Lean Operations, Recruiting, Analysis, Team Leadership, Public Speaking, Personnel Management, Microsoft Office, Social Media, Event Planning, Media Relations, Community Outreach, PeopleSoft, HRIS, Troubleshooting, Collaborative Leadership, Collaborative Problem..., Entrepreneurship, Employee Benefits, Confidentiality, Office Management
Education
Murray State University 2014 — 2016
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
Austin Peay State University
Bachelor of Business Administration, Management
Hopkinsville Community College
Associate, Arts
Murray State University
Bachelor of Science, Business and Marketing Education, 3.65
University of Phoenix
Master, Business Administration, 3.89
Allegiance Bank Texas November 2013 - Present
Independence Bank April 2009 - February 2013
Small Business Loan Source, LLC September 2004 - February 2009
Republic National Bank, N.A. January 1999 - September 2004
Sterling Bank 1995 - 1998
Education
Stephen F. Austin State University 1991 — 1995
BBA, Finance
Independence Bank April 2015 - Present
Timber Creek Village February 2014 - April 2015
MSU Northern Foundation January 2010 - January 2014
Skills
Nonprofits, Board Development, Annual Giving, Volunteer Management, Stewardship, Program Development, Philanthropy, Non-profit..., Grants, Fundraising, Community Outreach, Community Development, Grant Writing, Healthcare, Program Evaluation, Event Planning, Public Speaking, Strategic Planning, Customer Service
Education
The University of Montana - School of Business Administration 2007 — 2009
MBA
Professional Bank Services February 2006 - Present
Independence Bank 2003 - 2006
Skills
Internal Audit, Banking Operations, Sarbane Oxley, Credit, Banking, Loans, Bank Secrecy Act, Risk Management, Financial Risk, Financial Institutions, Credit Risk, Sarbanes-Oxley Act, Internal Controls, Auditing, Information Security, Due Diligence, Retail Banking, Portfolio Management
Education
Louisiana State University 2010 — 2012
Graduate School of Banking, Banking and Financial Support Services
Southeastern School of Banking 1 & 2 @ Vanderbilt 2009 — 2010
Banking and Financial Support Services
Western Kentucky University 1999 — 2002
General Studies- Business, Business Management
Home Bank Of California January 2015 - Present
South County Bank May 2011 - January 2015
Independence Bank September 2009 - June 2010
Heyden Consulting 2009 - 2010
Excel National Bank January 2008 - December 2008
Pacific Western Bank May 1995 - January 2008
Community National Bank/ Pacific Western Bank 1995 - 2008
Huntington National Bank 1990 - 1995
Bank of Orange County 1993 - 1993
Harbor Bank 1983 - 1987
Skills
SBA, Private Banking, Small Business Lending, Treasury Management, Mortgage Banking, Real Estate Financing, USDA, Cash Flow Lending, Refinance, Financial Structuring, Commercial Real Estate, Finance, Real Estate Economics, Business Development, Real Estate Lending, Real Estate, Funding
Education
California State University-Fullerton 1975 — 1978
Business/Finance
El Modena High 1972 — 1975
Independence Bank of Kentucky May 2009 - Present
Independence Bank 2009 - Present
Regions Bank March 2005 - May 2009
Continental Tire Company June 1971 - March 2005
Skills
Trust Management, Investment Banking, Estate Planning, Estate Settlement, Retirement Planning, 401k, IRAs, Asset Management, Financial Advisory, Real Estate, Investments, Trusts, Retirement, Financial Planning, Wealth Management..., Finance
Education
Pepperdine University 2006 — 2009
Cannon School of Trust I, II, III, Honor Graduate
Murray State University 1966 — 1971
Bachelor of Science (B.S.), Business Administration and Management, General
Bank of the West January 2000 - April 2015
Independence Bank 1987 - 1991
Imperial Bank 1985 - 1987
Skills
Credit Risk, Credit, Policy, Loans, Commercial Mortgages, Credit Analysis, Financial Risk, Banking, Training, Financial Modeling, Commercial Lending, Leadership, Lines Of Credit, Small Business Lending, Management, Basel II, Commercial Banking, Portfolio Management
Education
Pace University - Lubin School of Business 1975 — 1976
MBA, Finance
Louisiana State University 1966 — 1970
BS, Marketing
Wells Fargo The Private Bank October 2014 - Present
Wells Fargo The Private Bank April 2011 - Present
Wells Fargo The Private Bank 2006 - 2011
Wells Fargo The Private Bank 2005 - 2006
Wells Fargo The Private Bank 2001 - 2005
KBK Financial 2000 - 2001
CIT 1998 - 2000
City National Bank 1992 - 1998
Independence Bank 1988 - 1992
Security Pacific Bank 1977 - 1988
Skills
Customer Service, Customer Relations, Team Building, Analysis, Writing, Wealth Management, Loans, Financial Services, Portfolio Management, Credit, Banking, Investments, Private Banking, Financial Advisory, Commercial Lending, Series 7, Training, Leadership, High Net Worth..., Asset Based Lending, Financial Analysis, Series 63, Risk Management
Education
Pacific Coast Banking School at University of Washington
University of Minnesota-Twin Cities
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Independence Bank February 2014 - February 2015
Premier Service Bank September 2001 - January 2014
Provident Savings Bank September 1996 - January 2000
Inland Empire National Bank February 1993 - September 1996
Riverside National Bank October 1970 - February 1993
Skills
Payments, Financial Markets, Loss Mitigation, Branch Banking, Team Leadership, Credit, Loans, Banking, Commercial Banking, Risk Management, Retail Banking, Financial Institutions, Credit Analysis, Small Business Lending, Consumer Lending, Commercial Mortgages, Treasury Management, Commercial Lending, Credit Risk, Loan Origination, Asset Based Lending, SBA, Lines Of Credit, Mortgage Lending, Mortgage Banking, Portfolio Management, Role Model, Customer Satisfaction, Strategic Planning
Education
Riverside Community College 1966 — 1972
Associate of Arts (AA), Business Administration and Management, General
Spirit of Texas Bank December 2012 - Present
Oasis Bank, SSB February 2010 - November 2012
Independence Bank May 2004 - December 2009
Skills
Credit, Banking, Commercial Lending, Small Business Lending, Credit Analysis, Financial Analysis, Fixed Income, Risk Management, Commercial Banking, Strategic Planning, Mortgage Lending, Loans, Process Improvement, Financial Structuring, Cross-functional Team..., Strategic Leadership, Mergers, Business Strategy
Education
Bowling Green State University 1974 — 1976
MBA, Management
Wittenberg University 1970 — 1974
BA, Political Science & Accounting
Mega Bank 2011 - Present
East West Bank 2009 - 2011
Independence Bank 2004 - 2009
World Savings 2000 - 2004
Skills
Management, Leadership, Project Management, Banking, Strategic Planning, Risk Management, Team Leadership, Training, Financial Analysis, Team Building
Education
California State University-Fullerton
Bachelor's Degree, Management Information Systems, General
Webster University
Business Administration and Management, General
Allegiance Bank Texas July 2014 - Present
Allegiance Bank Texas November 2013 - July 2014
Independence Bank June 2012 - November 2013
HEB 2005 - May 2012
HEB 1999 - 2005
HEB February 1997 - 1999
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Credit Analysis, Credit Adminstration, Underwriting, Problem Solving, Shrink Reduction, Shrink Management, Budgets, Cost Projections, Cost Accounting, Finance
Education
LeTourneau University 2012 — 2014
Bachelor of Science (BS), Business Management
Lone Star College System 2002 — 2010
Associate of Science (AS), Mathematics
Memorial Credit Union March 2009 - Present
Independence Bank August 2007 - October 2008
Southern National Bank/Prosperity Bank March 1996 - March 2007
Skills
Retail Banking, Sales, Commercial Banking, Credit, Mortgage Lending, Financial Analysis, Loans, Cash Management, Financial Services, Payments, Deposits, Branch Banking, Coaching, Cross Selling, Branch Management, Due Diligence, Internet Banking
Education
University of Phoenix 2007 — 2009
AAHCA, Health/Health Care Administration/Management
Houston Community College 1991 — 1993
Independence Bank November 2012 - Present
Admirals Bank 2008 - 2012
Skills
Sales, Sales Management, Customer Service, Customer Satisfaction, Operational Excellence, Banking, Credit
Education
University of Maine at Farmington 2001 — 2007
Bachelor of Arts (B.A.), History
University of Maine at Farmington
Bachelor of Arts (B.A.), History
The Bank of Tokyo Mitsubishi-UFJ, Ltd. May 2005 - Present
Independence Bank 2004 - 2005
Education
New Jersey City University
Physicians Medical Center 2008 - Present
Jewish Hospital & St. Mary's HealthCare 2007 - 2008
Clark Memorial Hospital 2006 - 2007
Independence Bank 2002 - 2003
Washington Mutual 1999 - 2001
Washington Mutual 1998 - 1999
Skills
Advanced Cardiovascular..., Pediatrics Advanced..., Registered Multi-State..., Windows 7, Windows XP Pro, Mac OS, Microsoft Office, PowerPoint, Telemetry, Transitional Care, Pre-Admission Testing, PACU, Pre-Op, Nursing, Vital Signs, EKG, Hospitals, Medical Records, Registered Nurses, Healthcare, EMR, CPR Certified, Surgery, BLS, Patient Safety, Patient Education, Healthcare Management, Medical Terminology, Healthcare Information..., HIPAA, Pediatrics
Education
Jefferson Community College 2004 — 2006
Associate Degree of Nursing, Registered Nurse
University of California
Bachelor of Arts (B.A.), East Asian Studies
Bishop Charles Waldo McLean Nursing Home September 2013 - Present
Addiction Research and Treatment Corporation June 2009 - August 2013
Independence Bank March 1999 - August 2001
Skills
Mental Health Counseling, Clinical Research, Medication Therapy..., Family Therapy, Group Therapy
Education
Adelphi University 2001 — 2004
Master's degree, Social Work
City University of New York-Brooklyn College 1995 — 1998
Bachelor's degree, Business Administration and Management, General