Insignia Bank
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Insignia Bank Employees
Thirty-One Gifts June 2014 - Present
DeckWise™ April 2014 - August 2014
Neal Communities of Southwest Florida January 2010 - April 2014
Insignia Bank September 2010 - October 2010
FISERV October 2009 - January 2010
COMMUNITY BANK OF MANATEE July 2005 - November 2008
Community Bank of Manatee January 2001 - January 2005
Skills
Microsoft Office 2007, Exchange Server, Microsoft Servers, Windows 7, Active Directory, Windows Server 2008, Windows Server 2003, Windows Server, XP, Windows XP Professional, VMware, WSUS, Blackberry Enterprise..., DHCP, Backup Exec, Microsoft Office 2003, Desktop Support, Symantec Endpoint..., Symantec Antivirus, Antivirus, Terminal Server, Troubleshooting, ActiveSync, OWA, HP Printers, Dell Desktops, Telephone Support, E-mail Management, Polycom Video..., iPhone Support, Remote Desktop, Remote Access, Trend Micro, Software Installation, Technical Support, Help Desk Support, Blackberry, Software Documentation, Printers, Norton Ghost, Desktop Computers, Information Technology, Dell Computers, HP, Security, Windows XP, Microsoft Office, Microsoft Exchange
Education
University of South Florida 2004 — 2009
Bachelor's of Science, Information Technology
University of South Florida 2004 — 2009
Bachelor of Science, Information Technology
Manatee Community College 2000 — 2003
Associate, Arts; Computer & Information Sciences
State College of Florida-Manatee-Sarasota 2000 — 2003
Associates of Arts, Criminology
State of Ohio August 2011 - Present
Insignia Bank October 2006 - Present
Bank of the Carolinas August 2014 - August 2015
Worthington Community Improvement Corporation May 2013 - September 2014
Insight Bank November 2008 - August 2014
Carolina Financial July 2011 - February 2012
Sky Financial Group November 2004 - December 2005
Prospect Bank August 1999 - November 2004
State Savings Bank October 1978 - June 1998
Education
Thomas Jefferson High
The Ohio State University
Insignia Bank March 2014 - Present
SunTrust Mortgage October 2009 - Present
SunTrust Bank November 2009 - March 2014
Bank Of America August 1989 - December 2009
Skills
Loans, Mortgage Lending, FHA financing, Loan Origination, Small Business Lending, Reverse Mortgages, Mortgage Banking, Refinance, Credit, FHA, First Time Home Buyers, VA loans, Buyers, Banking, Commercial Lending, Investment Properties, Sellers, Real Estate Transactions, Government Loans, Residential Mortgages, Real Estate Financing, Commercial Mortgages
Education
University of South Florida-St. Petersburg Campus 1973 — 1977
Accounting and Business/Management
Insignia Bank December 2010 - Present
Sarasota Seminole Club July 2008 - Present
Young Professionals Group January 2009 - September 2013
The Greater Sarasota Chamber of Commerce October 2007 - September 2013
Suncoast Jobs May 2011 - October 2011
Consulting June 2010 - December 2010
The Bank of Commerce - Sarasota, Fl. March 2007 - February 2010
Fifth Third Bank September 2001 - March 2007
Skills
Banking, Credit Analysis, Credit Risk, Commercial Banking, Commercial Lending, Accounting, Corporate Finance, Real Estate Finance, Personal Finance, Public Relations, Public Speaking, Non-profits, Volunteer Organization, Volunteer Engagement, Volunteer Leadership, Loans, Real Estate Economics, Nonprofits, Networking, Credit, Mortgage Lending, Real Estate, Entrepreneurship, Volunteering, Leadership, Small Business, Small Business Lending, Marketing, Portfolio Management, Customer Service, Human Resources, Risk Management, Finance, Fundraising, Sales, Business Development, Underwriting, Time Management, Strategic Planning, Investments, Insurance, Consumer Lending, Treasury Management, Lines Of Credit, Asset Based Lending, Commercial Mortgages, Private Banking, Financial Analysis, Mortgage Banking, Wealth Management
Education
Florida School of Banking 2002 — 2004
Certificate, Banking
Florida State University 1993 — 1998
Philosophy, Business, Religion, Math & Physics
Insignia Bank 2006 - Present
Englewood Bank and Trust 2003 - 2005
Charlotte State Bank 1994 - 2005
Bank One 1987 - 1991
Skills
Commercial Lending, Banking, Loans, Public Speaking, Small Business Lending, Investment Properties, Real Estate Transactions, Community Banking, Credit, Investments, Credit Analysis, Asset Based Lending, Investors, Refinance, Commercial Banking, Credit Risk, Portfolio Management, Mortgage Lending, Loan Origination, Leadership, Small Business, Commercial Mortgages, Strategic Planning, Financial Analysis, Real Estate, Wealth Management, Business Development, Financial Services, Risk Management
Education
University of Delaware 1992 — 1994
Diploma, Stonier Graduate School of Banking
The Ohio State University 1984 — 1988
BSBA, Finance
Insignia Bank December 2013 - Present
Insignia Bank December 2009 - June 2013
Insignia Bank August 2010 - November 2011
Insignia Bank 2007 - 2009
Insignia Bank October 2006 - 2007
Colonial Bank 2004 - 2006
Premier Community Bank April 2000 - 2003
Skills
Commercial Lending, Commercial Banking, Banking, Customer Service, Real Estate, Credit, Public Speaking, Sales, Wealth Management, Small Business Lending, Series 63, Loans, Investments, Cross Selling, Mortgage Lending, Consumer Lending, Refinance, Portfolio Management
Education
Fairmont State University
West Virginia University
Insignia Bank June 2015 - Present
BankUnited, N.A. November 2010 - Present
Insignia Bank January 2009 - November 2010
Orion Bank n/k/a Iberia Bank 2003 - 2009
Suntrust Bank 1988 - 2003
Barnett Bank n/k/a Bank of America 1985 - 1988
Skills
Commercial Lending, Real Estate, Healthcare Industry, Banking, Commercial Banking, Loan Origination, Commercial Real Estate, Retail Banking, Credit, Portfolio Management, Underwriting, Small Business Lending, Management, Loans, Credit Analysis, Leadership, Financial Structuring, SBA, Commercial Mortgages
Education
Florida Southern College
B.S. - Finance, Finance, Economics, Marketing & Accounting
Insignia Bank May 2006 - Present
Colonial Bank May 2004 - April 2006
Premier Community Bank August 1998 - May 2004
SunTrust Bank November 1996 - August 1998
SunTrust Bank November 1994 - November 1996
SunTrust Bank March 1993 - November 1994
First National Bank of Venice June 1990 - March 1993
Bank One Lexington NA October 1988 - February 1990
First Security National Bank & Trust Company July 1987 - October 1988
First Security National Bank & Trust Company August 1985 - July 1987
Skills
Banking, Loans, Credit, Commercial Banking, Commercial Lending, Small Business Lending, Mortgage Lending, Consumer Lending, Mortgage Banking, Credit Analysis, Portfolio Management, Investments, Real Estate, Loan Origination, Commercial Mortgages
Education
University of Kentucky 1979 — 1983
Business Administration Concentration in Finance
Insignia Bank June 2007 - Present
Raymond James March 2005 - June 2007
J.M. Stewart Corporation 1997 - 2004
Skills
Annuities, Mutual Funds, Investments, Estate Planning, Retirement Planning, Financial Planning, Portfolio Management, Wealth Management, Series 7, Asset Management, Equities, Securities, 401k, Alternative Investments, Long Term Care, Series 63, Stocks, Mortgage Lending, Finance, Retirement, Loans, Brokerage, Insurance, Fixed Annuities, Marketing Strategy, Credit, Wealth, Strategic Financial..., Uniform Combined State..., Wealth Management..., Long-term Care, Banking, Asset Allocation, Investment Advisory, Real Estate, Private Banking
Education
University of Tennessee-Knoxville 1985 — 1987
MBA, Marketing and New Venture Analysis
University of Kentucky 1980 — 1984
BBA, Personnel Adminstration and Industrial Relations
Insignia Bank Commercial lender - VPPeoples Community Bank Sarasota2002 - 2006
Skills
Commercial Lending, Mortgage Lending, Consumer Lending, Underwriting, Customer Service, Commercial Real Estate, Loans, Portfolio Management, Financial Structuring, Investments, Small Business Lending, Real Estate, Credit Risk, Credit Analysis, Mergers & Acquisitions, Financial Analysis, Retail Banking, Real Estate Transactions, Banking, Loan Origination, Commercial Mortgages, Commercial Banking, Private Banking, Due Diligence, Mortgage Banking, Loss Mitigation, Credit, Real Estate Development, Cross Selling, Real Estate Economics, Refinance, Executive Management, Mortgage Underwriting, USDA, FHA, Real Estate Financing, Brokerage, Cash Management, Mortgage Servicing, Loan Servicing, Lines Of Credit, Reverse Mortgages, Series 63, Financial Risk, Finance, Wealth Management, Residential Mortgages, Valuation, Construction Loans, Asset Management
Education
Florida State University - College of Business
Accounting
Insignia Bank
Skills
Banking, Mortgage Lending, Accounting, Small Business Lending, Portfolio Management, Loans, Credit, Construction Loans, Credit Analysis, Strategic Financial..., Commercial Banking, Middle Market, Commercial Lending, Customer Service, Public Speaking, Loan Servicing
Education
Florida State University 1976 — 1978
Bachelor's degree, Accounting
VanDyk Mortgage March 2013 - Present
Everbank October 2012 - March 2013
Insignia Bank December 2011 - September 2012
Wells Fargo May 2010 - December 2011
Polaris Home Funding September 2009 - May 2010
Radian Guaranty Corp. January 2009 - August 2009
Chase Home Mortgage October 2004 - August 2008
United Guaranty Corp June 2001 - October 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Research, Windows, Outlook
Education
Manhattan College 1982 — 1985
Bachelor of Science, Computer Info Systems