Live Oak Bank
Industry: Bank holding company
DescriptionLive Oak Bank is a direct bank headquartered in Wilmington, North Carolina. It is a subsidiary of Live Oak Bancshares, Inc., a bank holding company. The bank specializes in originating business loans that are guaranteed by the Small Business Administration to companies in 16 specific industries. Headquarters: Wilmington, NC Revenue: 135 million USD (2016) Number of employees: 425 Subsidiaries: Live Oak Banking Company, 504 Fund Advisors, Llc,
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Live Oak Bank Employees
Live Oak Bank July 2015 - Present
Live Oak Bank September 2014 - June 2015
UNC Wilmington August 2013 - May 2015
UBS Wealth Management June 2014 - August 2014
Southland Amusements January 2013 - August 2013
East Carolina University August 2010 - January 2012
Skills
Leadership, Customer Service, Sales, Operations Management, Microsoft Excel, PowerPoint, Finance, Business Planning, Small Business, Entrepreneurship, Marketing, Microsoft Office, Microsoft Word, Social Media, Time Management, Teamwork
Education
University of North Carolina at Wilmington 2013 — 2015
Bachelor of Applied Science (BASc), Finance, General
East Carolina University 2010 — 2012
Bachelor of Applied Science (BASc), Finance
Live Oak Bank July 2015 - Present
Live Oak Bank January 2015 - Present
Bank of Tokyo-Mitsubishi UFJ June 2014 - August 2014
Oceanic March 2013 - May 2014
Skills
Microsoft Excel, Social Skills, Microsoft Word, Sports, Financial Analysis, Microsoft Office, Finance, Monarch, Access Database, Time Management, Salesforce.com, Premier
Education
University of North Carolina at Wilmington 2012 — 2015
Finance, General
University of North Florida 2011 — 2012
International Business
Live Oak Bank February 2015 - Present
Live Oak Bank July 2013 - February 2015
Live Oak Bank June 2012 - June 2013
Skills
Credit Analysis, Banking, Commercial Lending, Loans, Financial Analysis, Commercial Banking, Credit Risk, Credit, Portfolio Management, Small Business Lending, Commercial Mortgages, Finance, Accounting
Education
North Carolina State University 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
Live Oak Bank October 2014 - Present
Live Oak Bank September 2013 - September 2014
Biz Quiz 2012 Team September 2012 - November 2012
LG&E and KU Energy LLC May 2012 - August 2012
OfficeMax February 2007 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Outlook, Public Speaking, Budgets, Time Management, Access, Financial Reporting, Current Affairs
Education
University of Kentucky - Gatton College of Business and Economics 2009 — 2013
Bachelor of Science (B.S.), Economics, Finance, 3.8
Universidade do Sul de Santa Catarina 2011 — 2011
Economics, Portuguese
Live Oak Bank February 2014 - Present
Davis, Pickren,Seydel & Sneed November 2001 - February 2014
Education
Nicholls State University 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Calico Financial August 2014 - Present
Live Oak Bank May 2007 - August 2014
BB&T 2001 - 2007
Skills
Loans, Small Business Lending, Financial Planners, Credit, Commercial Lending, Banking, Financial Analysis, Credit Analysis, Commercial Mortgages, SBA, Mortgage Lending, SBA 504, Accounting, Commercial Banking, Mortgage Banking, Strategic Financial..., Refinance, Asset Based Lending, Mergers & Acquisitions, Loan Origination, Risk Management, Finance, Credit Risk, Consumer Lending, Underwriting, Construction Loans, Cash Management, Lines Of Credit
Education
University of Iowa 1996 — 2000
Bachelor of Business Administration (BBA), Accounting
University of Iowa - Henry B. Tippie College of Business 1996 — 2000
Bachelor of Science (B.S.), Accounting
Live Oak Bank September 2015 - Present
Live Oak Bank June 2014 - Present
Air Serv Corporation June 2010 - June 2014
Global Aviation Holdings April 2013 - August 2013
St.Bonaventure University Students in Money Management September 2012 - May 2013
Skills
Finance, Customer Service, Teamwork, Customer Satisfaction, Access, Microsoft Office, Microsoft Word, Social Networking, Organization, PowerPoint, Time Management, Accounting, Budgets, Microsoft Excel, Leadership, Google Docs
Education
Saint Bonaventure University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, 3.4
Starrs Mill High School 2006 — 2010
Diploma
Lighthouse Pet Clinic July 2014 - Present
American Association of Human-Animal Bond Veterinarians August 2012 - Present
American Association of Human-Animal Bond Veterinarians August 2012 - Present
Easley Animal Hospital June 2013 - July 2014
Washington State University College of Veterinary Medicine May 2011 - May 2012
Feral Cat Solutions August 2009 - May 2012
Washington State University Veterinary Teaching Hospital May 2008 - May 2012
World Vets June 2010 - August 2011
Live Oak Bank June 2011 - June 2011
Smith Veterinary Consulting June 2011 - June 2011
Skills
Veterinary, Small Business, Pets, Veterinary Medicine, Spanish, Surgery, Customer Service, Animal Welfare, PowerPoint, Animal Nutrition, Teaching
Education
Washington State University College of Veterinary Medicine 2009 — 2013
DVM, Veterinary Medicine
Washington State University 2007 — 2011
Bachelor of Science Cum Laude, Biology
Spokane Community College 2002 — 2003
Associate of Science, Pre-Veterinary Medicine
Veterinary Business Management Association (VBMA) May 2014 - Present
Veterinary Business Management Association (VBMA) July 2013 - Present
Total Planning Veterinary Services January 2014 - Present
Auburn University CVM January 2013 - Present
Live Oak Bank June 2014 - June 2014
Clemson University Sports Medicine August 2008 - May 2012
St. Augustine Alligator Farm May 2011 - July 2011
Skills
Customer Service, Public Speaking, English, Teamwork, Social Media, Environmental Science, Veterinary Medicine, Data Analysis, Leadership
Education
Auburn University College of Veterinary Medicine 2012 — 2016
Doctorate of Veterinary Medicine
Clemson University 2008 — 2012
Bachelor of Science (B.S.), Wildlife Biology
Live Oak Bank May 2014 - Present
Hallelu September 2014 - May 2015
Henderson, Stafford and Company, PA January 2013 - May 2015
Cameron School of Business- Deans Office August 2012 - May 2015
FreeBird Cloth February 2014 - May 2014
Skills
Facebook, Marketing, PowerPoint, Microsoft Office, Advertising, Microsoft Excel, Social Networking, Microsoft Word, Photography, Determination, Event Planning, Social Media, Sales
Education
University of North Carolina at Wilmington 2011 — 2015
Bachelor of Science (B.S.), Marketing
Roehampton University 2013 — 2013
La Trobe University 2012 — 2012
Photography
Northwest Guilford High School 2007 — 2011
US Bank March 2015 - Present
OneWest Bank July 2014 - February 2015
Live Oak Bank May 2013 - March 2014
US Bank Business Banking October 2010 - May 2013
US Bank SBA Division July 2007 - September 2010
Mid America Bank & Trust June 2004 - September 2006
U.S. Department of State October 2000 - February 2002
Skills
Microsoft Excel, Customer Service, Risk Management, New Business Development, Financial Analysis, Microsoft Office, Loan Origination, SBA, Commercial Banking, Portfolio Management
Education
City Colleges of Chicago-Harold Washington College
Irvine Valley College
Live Oak Bank January 2011 - Present
Skills
Small Business Lending
Education
University of Kentucky 1998 — 2002
Communications
Government Loan Solutions, Inc. October 2014 - Present
Live Oak Bank May 2013 - October 2014
Live Oak Bank September 2012 - May 2013
Anlyan & Hively Asset Management September 2011 - May 2012
Skills
Bloomberg, Equity Research, Financial Analysis, Management, Banking, Financial Modeling, Investments, Risk Management, Credit Analysis, Finance
Education
University of North Carolina at Wilmington 2009 — 2013
Bachelor of Science in Business Administration, Finance
Live Oak Bank April 2015 - Present
Graphic, Web & Marketing November 2008 - April 2015
Slate Professional Resources, Inc September 2014 - February 2015
SDLC Partners, L.P. May 2014 - September 2014
Oncology Nursing Society January 2013 - May 2014
Elias/Savion Advertising 2012 - 2012
Digital Print Solutions November 2004 - June 2009
Skills
Web Design, WordPress, User Interface Design, CSS3, User Experience, HTML 5, Web Development, PHP, jQuery, JavaScript, HTML, Git, Interaction Design, Illustrator, Branding & Identity, Graphic Design, InDesign, Responsive Web Design, Website Development, CSS, Drupal, Photoshop, Adobe Creative Suite, Print, Email Marketing, SEO, Mobile Design, Front-end, Graphics, Dreamweaver, Wireframes, Bootstrap, Foundations, HTML5, SASS
Education
Treehouse
Web Design, Web Development
Art Institute of Pittsburgh
Milwaukee Institute of Art and Design
Live Oak Bank September 2014 - Present
Live Oak Bank November 2014 - September 2015
McGladrey January 2014 - November 2014
Wells Fargo July 2011 - January 2014
Appalachian State University August 2010 - May 2011
UNCW - Student Media TealTV May 2009 - April 2010
Techniques In Motion School of Dance August 2006 - December 2009
Sea-Comm Media June 2007 - June 2008
Skills
Financial Analysis, Data Analysis, Microsoft Excel, Public Speaking, Microsoft Office, PowerPoint, Internal Audit, Auditing, Microsoft Word, Student Affairs, Student Development, Time Management, Management, Training, Social Media, Customer Service, Event Planning, Financial Risk, Teamwork, Project Planning, Financial Regulation, COSO Framework, Compliance Regulations, Credit Risk, Higher Education, Continuous Auditing, Audit Software, Wealth Management..., Retirement, Risk Assessment, Policy Analysis
Education
Appalachian State University 2010 — 2011
M.B.A, Sustainable Business
University of North Carolina at Wilmington 2006 — 2010
B.S. Business Administration, Finance
Eugene Ashey High School 2002 — 2006
High School/Secondary Diplomas and Certificates
Live Oak Bank July 2014 - July 2014
St. Louis Zoo April 2013 - August 2013
St. Louis Zoo May 2010 - August 2010
Skills
Veterinary Medicine, Community Outreach, Animal Behavior, Leadership Development, Leadership, Public Speaking, Research, Fundraising, Time Management, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Editing, Event Planning, Data Analysis, Spanish, Veterinary, Recruiting, Social Media
Education
University of Missouri, College of Veterinary Medicine 2013 — 2017
Doctor of Veterinary Medicine
University of Evansville 2009 — 2013
Bachelor of Science (B.S.), Zoology/Biology, Magna Cum Laude
Harlaxton College 2011 — 2011
Study Abroad
Whitfield School 2003 — 2009
Live Oak Bank July 2014 - Present
Live Oak Bank July 2013 - July 2014
SIFE Elon September 2011 - May 2013
Elon University May 2011 - May 2013
W.C. Honey LLC January 2011 - January 2013
UBS Wealth Management May 2012 - August 2012
Skills
Financial Modeling
Education
Elon University 2009 — 2013
Bachelor's degree, Finance, General, Senior
Live Oak Bank November 2014 - Present
Murchison, Taylor & Gibson, PLLC November 2013 - November 2014
McGuireWoods October 2010 - September 2013
Young Moore & Henderson, PA November 2009 - September 2010
Kilpatrick Stockton 2005 - 2009
Skills
Commercial Real Estate, Land Acquisition, Entitlements, Litigation, Commercial Litigation, Legal Research, Civil Litigation, Legal Writing, Appeals, Construction Management, Corporate Law, Trial Practice
Education
New York University School of Law 2004 — 2005
LL.M., Taxation
University of North Carolina School of Law 2001 — 2004
J.D.
North Carolina State University 1997 — 2000
B.S., Business Management, Concentration in Finance
Accountfully August 2014 - Present
PwC September 2012 - August 2014
Live Oak Bank November 2010 - December 2011
Skills
Financial Modeling, Customer Service, Time Management, Corporate Tax, Data Analysis, Teamwork, Microsoft Excel, Accounting, Financial Reporting, Auditing, Financial Analysis
Education
University of North Carolina at Wilmington 2008 — 2012
Bachelor of Science, Business Administration, Accounting
Live Oak Bank August 2015 - Present
Live Oak Bank December 2014 - 2015
Live Oak Bank 2012 - December 2014
NBC News 2010 - 2011
Excel National Bank 2007 - May 2010
Temecula Valley Bank 2003 - 2007
Prudential Financial 2000 - 2003
Skills
Finance, Lines Of Credit, Loan Origination, Asset Based Lending, Banking, Commercial Real Estate, Portfolio Management, Financial Analysis, SBA, Leadership, Financial Structuring, Construction Loans, Credit Risk, Management, USDA, Marketing, Small Business Lending, Cash Flow Lending, Real Estate Financing, Commercial Banking, Real Estate, Commercial Mortgages, Refinance, Asset Management, Middle Market, Cash Management, Commercial Finance, Mortgage Banking, Real Estate Economics, Program Management, Funding, Due Diligence, Entrepreneurship, Nonprofits, Structured Finance, Cash Flow, Econometric Modeling, Digital Marketing, Private Banking, Working Capital..., Residential Mortgages, Factoring, Merchant Services, Hotel Financing, Self-Storage Financing, Funeral Home Lending, Commercial Lending, Lending
Education
McGill University 1995 — 1998
Business, International Business
McGill University
Bachelor of Commerce (BCom), Business/Commerce, General
Live Oak Bank August 2014 - Present
Mary Kay Inc. June 2014 - Present
Alpha Xi Delta, Zeta Chi Chapter January 2014 - Present
Alpha Xi Delta August 2014 - September 2014
Mary Kay Inc. June 2014 - August 2014
EY May 2014 - May 2014
Alpha Xi Delta, Zeta Chi Chapter January 2013 - December 2013
Raleigh County Board of Education August 2011 - December 2011
Beckley Buick GMC Auto Mall August 2011 - December 2011
Skills
Accounting, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Access, Teamwork, Time Management, Team Leadership, Public Speaking, Research, Sales, Social Media, Always Punctual
Education
University of North Carolina at Wilmington 2012 — 2016
BS in Business Administration with a Concentration in Accounting, Accounting, Junior
Reebok March 2015 - Present
Atlantic Trust January 2014 - March 2015
Live Oak Bank July 2013 - January 2014
UNC Athletic Ticket Office June 2012 - April 2013
Skills
Financial Analysis, Team Leadership, Time Management, Organizational..., Customer Service, Creative Problem Solving, Leadership, Event Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
Bachelor of Science (BS), Business Administration
Lynbrook High School 2005 — 2009
Live Oak Bank January 2014 - Present
Live Oak Bank March 2011 - January 2014
BB&T November 2008 - March 2011
Wachovia Securities Financial Network May 2008 - November 2008
First Citizens Bank August 2005 - June 2008
Education
Mary Baldwin College 1998 — 2002
BA, Economics
emax Consulting 2014 - Present
Live Oak Bank 2009 - 2014
Central Florida Pharmacy/Webster Drugs 1987 - 2007
Skills
Data Analysis, Financial Analysis, Pharmaceutical Industry, Pharmacists, Process Improvement, Banking, Healthcare, Loans, Pharmacy Automation, Mortgage Lending, Customer Service, Strategy, Leadership, Strategic Planning, Forecasting, Budgets, Medication Therapy..., Project Management, Hospitals, Pharmacy, Business Planning, Credit, Managed Care, Team Leadership, Microsoft Excel, Pharmaceutical Sales, Strategic Financial..., Risk Management, Mergers & Acquisitions, Financial Modeling, Pharmacy Benefit..., Diabetes, Commercial Mortgages, Analysis, Microsoft Office, Marketing, Business Development, Team Building, Commercial Lending, Due Diligence, Auditing, Marketing Strategy, Public Speaking, Sales, Finance, Sales Management, Quality Assurance, Retail, New Business Development, Refinance
Education
University of Florida
BS, Pharmacy
nCino, Inc February 2012 - Present
Live Oak Bank November 2010 - February 2012
Epicenter Studios, LLC January 2010 - February 2012
Talk, Inc. March 2009 - January 2010
National Speed Inc 2008 - 2009
Castle Branch, Inc. May 2007 - June 2008
The Age of Conversation 2007 - 2007
Skills
Start-ups, E-commerce, SEM, Web Development, SEO, Entrepreneurship, SaaS, Product Development, Salesforce.com, Web Design, Business Planning, Product Management, Social Media, Internet Strategy, Business Development, Marketing, Facebook
Education
University of North Carolina at Wilmington 2006 — 2008
Bachelor of Science
Cabrillo College 2004 — 2006
Associate in Science
Live Oak Bank December 2014 - Present
Ingersoll & Hicks, PLLC March 2013 - December 2014
Bell, Davis & Pitt, P.A. May 2012 - March 2013
David & Associates, PLLC January 2012 - May 2012
William Norton Mason, Attorney at Law January 2012 - May 2012
Skills
Legal Research, Legal Writing, Civil Litigation, Litigation, Courts, Westlaw, Lexis, Time Matters, Estate Planning, Document Review, Pleadings, Commercial Litigation, Appeals, Mediation, Legal Assistance, Product Liability
Education
Guilford College 2012 — 2012
Paralegal Certificate, Real Estate, Contracts, Estate Planning and Administration, Civil Litigation, and Family Law
University of North Carolina at Wilmington 2007 — 2011
Bachelor of Arts (B.A.), Political Science
Live Oak Bank August 2014 - Present
TD April 2011 - August 2014
Greer State Bank January 2008 - April 2011
BB&T September 2002 - January 2008
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Financial Analysis, Loan Origination, Loans, Mortgage Lending, SBA, Small Business Lending, Commercial Mortgages, Consumer Lending, Credit Risk, Portfolio Management, Underwriting
Education
North Greenville University 1998 — 2002
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Live Oak Bank August 2014 - Present
Matthews International August 2007 - August 2014
Batesville Casket Company July 2001 - August 2007
ITT Water & Wastewater June 1996 - June 2001
Skills
Contract Negotiation, Investments, Sales Management, Account Management, New Business Development, Sales, Strategic Planning, Forecasting, Marketing Strategy, Continuous Improvement, Product Development, Team Building, Negotiation, Process Improvement, Customer Service, Sales Process, Project Management, Inventory Management, Operations Management, Key Account Management, Cross-functional Team..., Strategy
Education
Miami University 1990 — 1995
Bachelor of Science, Business
Live Oak Bank May 2014 - Present
Live Oak Bank August 2013 - May 2014
International Studies Abroad (ISA) January 2013 - May 2014
Cape Fear Academy January 2011 - May 2014
Wells Fargo Home Mortgage June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Teamwork, Public Speaking, Java, HTML, English, Advanced Spanish, Interpersonal..., Leadership, Numerical Ability, Event Management, SWOT analysis, Fundraising, Marketing, Teaching, Coaching, Program Management
Education
University of North Carolina at Wilmington 2010 — 2014
Bachelor of Science (BS), Finance, Rising Senior
Universidad de Salamanca 2012 — 2012
Business, Spanish
Live Oak Bank January 2011 - Present
First Niagara Bank August 2003 - December 2010
Robbins Ridgeview Restaurant 1995 - 2003
Key Bank 1990 - 1995
Skills
Commercial Lending, Small Business Lending, Loans, Credit, Commercial Banking, Credit Analysis, Banking, Commercial Mortgages, Mortgage Lending, Underwriting, Loan Origination, SBA, Portfolio Management
Education
SUNY Brockport 1986 — 1988
BS, Criminal Justice
PwC June 2015 - August 2015
Live Oak Bank June 2014 - August 2014
Meridien Marketing May 2012 - August 2012
Meridien Marketing June 2011 - August 2011
Skills
Facebook, Time Management, Marketing Management, Team Leadership, Social Media, Microsoft Word, PowerPoint, Accounting, Microsoft Excel, Creativity, Learning Quickly, Creative Writing, Corporate Communications, Operations Management, Supply Chain Management, Financial Accounting, Microeconomics, Global Marketing, Sales Management, New Product Development, Corporate Finance, Bloomberg Terminal, Bloomberg Software, Family Business, Group Work, Mac OS, Organizational Behavior, Business Ethics, Strategic Enterprise..., Highly detail oriented, Teamwork
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master's Degree
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2015
Bachelor’s Degree
Copenhagen Business School 2013 — 2013
Live Oak Bank November 2014 - Present
REEDS Jewelers November 2014 - Present
The Home Depot July 2011 - July 2015
Furnitureland South, Inc December 2005 - July 2011
Skills
Microsoft Office, Access, Microsoft Excel, PowerPoint, Customer Service, Time Management, Project Management, Photoshop, Outlook, Teamwork, SQL, Databases, Data Entry, Sales, Customer Satisfaction, Event Planning, Team Building, Networking, Microsoft Word, Marketing, Social Media
Education
University of North Carolina at Wilmington 2013 — 2015
BS, Information Technology
Cape Fear Community College 2010 — 2012
Associate of Arts (AA), Pre-Business
Live Oak Bank June 2013 - Present
Live Oak Bank August 2009 - June 2013
Cape Fear Bank June 2006 - August 2009
Skills
Financial Analysis, Banking, Financial Reporting, Strategic Financial..., Accounting, Risk Management, Financial Modeling, Credit Analysis, Loans, Credit, Small Business, Small Business Lending, Commercial Banking
Education
University of Phoenix
Master of Business Administration (M.B.A.), Accounting
Mount Olive College 1999 — 2002
Bachelor of Science (BS), Management and Organizational Development
nCino, Inc. December 2014 - Present
nCino, Inc. November 2012 - December 2014
Live Oak Bank January 2012 - November 2012
United States Marine Corps May 2001 - October 2011
Skills
Leadership, Integration, Special Operations, Team Leadership, Management, Operational Planning, Strategic Planning, Cross-functional Team..., Cloud Computing, Strategy, Process Improvement, Public Speaking, Team Building, Organizational..., Business Development, Leadership Development, Sales
Education
Duke University - The Fuqua School of Business 2012 — 2013
Master of Business Administration (MBA)
United States Naval Academy 1997 — 2001
Bachelor of Science
Ralph Lauren July 2014 - Present
Richardson-Morris Consulting Group, L.L.C. August 2012 - May 2014
Live Oak Bank July 2013 - August 2013
Skills
Business Strategy, Analysis, Management, Negotiation, Lean Management, International Business, Supply Chain, Six Sigma, Customer Service
Education
University of South Carolina-Columbia 2011 — 2014
Bachelor of Science in Business Administration (B.S.B.A.) with Honors, Majors in International Business and Global Supply Chain & Operations Management, 3.96
The Chinese University of Hong Kong 2012 — 2013
Exchange Student
University of Cambridge 2010 — 2010
Cambridge Tradition Summer School Student
Wilmington Surgical Associates February 2014 - Present
Live Oak Bank February 2013 - September 2013
Castle Branch & CertifiedBackground.com May 2010 - February 2013
Castle Branch & CertifiedBackground.com June 2009 - May 2010
Talk, Inc. July 2008 - November 2008
Howard, Merrell & Partners January 2008 - May 2008
French, West, Vaughan May 2007 - August 2007
Wisse, Hollmann & co. May 2007 - August 2007
Skills
Public Relations, Event Planning, Social Media, Press Releases, Media Relations, Editing, Marketing Communications, Advertising, Internal Communications, Social Networking, Social Media Marketing, Marketing Strategy, Marketing, Newsletters, Public Speaking, Research, Strategic Communications, Customer Service, Business Development, Sales, Account Management, Fundraising, Copywriting, Marketing Research, Blogging, Training
Education
North Carolina State University 2004 — 2008
BA, Communication - Public Relations
Live Oak Bank February 2015 - Present
Major Self Storage building manufacturer January 1995 - Present
North Carolina Self Storage Association 2005 - 2007
Kewaunee Scientific Corp. October 1984 - August 1994
Skills
Marketing, Customer Service, Management, Business Development, Sales, Sales Management, Contract Negotiation, Negotiation, New Business Development, CRM, Sales Operations, Business Strategy, Account Management, Strategic Planning, Team Building, Operations Management, Real Estate, Team Leadership, Salesforce.com, Leadership, Construction, Training, Business Planning, Manufacturing, Project Planning, Retail, Selling, Purchasing, Customer Satisfaction, Direct Sales, Sales Process
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2000
Management, Sales, Marketing
Mitchell Community College
Live Oak Bank July 2015 - Present
US Small Business Administration October 2014 - July 2015
US Small Business Administration July 2012 - October 2014
US Small Business Administration September 2010 - July 2012
USPTO August 2009 - September 2010
Schulte Roth & Zabel LLP September 2006 - June 2008
Skills
Public Policy, Due Diligence, Loans, Credit Risk, Strategic Planning, Underwriting, Program Management, Private Equity, Small Business, Management, Mergers & Acquisitions, Risk Management, Portfolio Management, Financial Analysis, Finance, Financial Structuring, Investments, Commercial Lending
Education
Boston College Law School 2004 — 2006
J.D., Law
Colgate University 1992 — 1996
B.A., History
Live Oak Bank October 2014 - Present
Wilmington Performance Lab June 2012 - Present
Skills
Functional Movement..., Nutritional Counseling, Lifestyle, Nutrition, Strength & Conditioning, Sports Nutrition, Personal Training, Health Education
Education
SUNY Oneonta 2008 — 2011
Bachelor of Science (B.S.), Dietetics and Clinical Nutrition Services
Live Oak Bank January 2009 - Present
Community South Bank 2005 - 2009
RBC Bank 1998 - 2005
Beneficial Financial Group 1995 - 1998
Skills
SBA, Loan Closings, Commercial Lending, Small Business Lending, Commercial Mortgages, Underwriting, Real Estate, Credit Analysis, Loan Origination, Commercial Banking, Credit, Banking, Credit Risk, Mortgage Lending, Loans, Finance, Financial Analysis
Education
NAGGL
Advanced Lender Diploma
Meredith College
BA
Meredith College
Paralegal Certification
Peace College
AA
Live Oak Bank September 2015 - Present
Live Oak Bank July 2014 - Present
American National Bank May 2013 - August 2013
Education
Elon University 2010 — 2014
Bachelor of Science in Business Administration, Finance
Live Oak Bank February 2015 - Present
Live Oak Bank June 2014 - February 2015
Brooksource January 2014 - June 2014
Brooksource June 2012 - January 2014
Skills
Networking, Information Technology, Business Analysis, Management, College Recruiting, Screening, Interviews, Training, Sourcing, Project Management, Building Relationships, Talent Acquisition, Permanent Placement, Onboarding, Sales, African American Studies
Education
University of North Carolina at Wilmington 2008 — 2012
Bachelor of Science (B.S.), Cameron School of Business- Management and Leadership Development
Wachusett Animal Hospital July 2015 - Present
Cornell University Hospital for Animals November 2011 - May 2015
Spay and Neuter Syracuse August 2014 - January 2015
Live Oak Bank June 2014 - June 2014
Cornell University College of Veterinary Medicine September 2012 - September 2013
FARVets July 2013 - July 2013
Animal Shelter Costa Rica (AHPPA) June 2013 - June 2013
Angell Animal Medical Center January 2013 - January 2013
Cornell University College of Veterinary Medicine January 2012 - December 2012
Rural Area Veterinary Services June 2012 - June 2012
Skills
Veterinary Medicine, Veterinary, Wildlife, Anesthesia, Surgery, Teaching, Ecology, Spanish, Time Management, Animal Husbandry, Animal Welfare, Pets, Biology
Education
Cornell University College of Veterinary Medicine 2011 — 2015
Doctorate of Veterinary Medicine, Veterinary Medicine
Dartmouth College 2006 — 2010
Bachelor of Arts, Biology - ecology
Gober Strategic Capital September 2014 - Present
Live Oak Bank October 2011 - September 2014
Carriage Services January 2011 - October 2011
Matthews International December 1994 - December 2010
Batesville Casket Company 1979 - 1994
Skills
Strategic Planning, Event Planning, Public Speaking, Team Building, Fundraising, Marketing Strategy, Account Management, Public Relations, Leadership, Customer Service, Management, Sales, Nonprofits, Negotiation, Marketing, Business Planning, Budgets, Coaching, New Business Development, Business Development, Small Business, Change Management, Time Management, Community Outreach, Program Management, Marketing Communications, Sales Management, Recruiting, Operations Management, Team Leadership, Product Development, Leadership Development, Entrepreneurship, Strategy, Training, Event Management, Advertising, Social Media Marketing, Start-ups, Business Strategy, Social Media, Organizational..., Social Networking, Contract Negotiation, Project Planning, Mergers & Acquisitions, Strategic Partnerships, Online Marketing, B2B, Management Consulting
Education
University of Alabama 1973 — 1977
BS, Accounting
Virginia-Maryland Regonal College of Veterinary Medicine June 2012 - Present
Veterinary Specialty Hospital February 2009 - Present
Live Oak Bank May 2014 - May 2014
Swift creek animal hospital November 2011 - December 2013
The Downing Center for Animal Pain Management, LLC July 2013 - August 2013
Home to Heaven July 2013 - July 2013
Animal Medical Hospital May 2013 - June 2013
Metropolitan veterinary hospital November 2012 - November 2012
North Carolina State University August 2010 - August 2011
Carolina Tiger Rescue July 2008 - December 2009
Skills
Veterinary Medicine, Western Blotting, ELISA, Triage, Emergency Medicine, Agarose Gel..., Customer Service, Client Counseling, Drug Testing, Nursing, Time Management, Multi Tasking, Microbiology, Stressful Situations, Physiology, Biotechnology, Problem Solving, Avimark, DVMax, HESKA CBC equipment, IDEXX Chemistry, Venipuncture
Education
Virginia Tech 2012 — 2016
D.V.M, Veterinary Medicine
North Carolina State University 2010 — 2012
MS, Stress Physiology and Microbiology
University of North Carolina at Wilmington 2004 — 2008
B.S, Biology with a Chemisty minor
Live Oak Bank May 2013 - Present
Capital Bank (FKA Southern Community Bank and Trust) July 2011 - May 2013
First South Bank November 2010 - April 2011
SunTrust Bank June 2008 - November 2010
CNLBank January 2007 - June 2008
RBC Centura Bank (NKA PNC Bank) September 2005 - January 2007
RBC Centura Bank (NKA PNC Bank) December 2002 - September 2005
RBC Centura Bank (NKA PNC Bank) December 2000 - December 2002
Centura Bank (NKA PNC Bank) January 2000 - December 2000
FNB Southeast (NKA NewBridge Bank) July 1998 - October 1999
Skills
Customer Service, Microsoft Applications, Loans, Credit, Credit Analysis, Portfolio Management, Management, Volunteer Management, Microsoft Excel, Leadership, Microsoft Office, Microsoft Word, Negotiation, Non-profits, Organization, PowerPoint, Problem Solving, Twitter, Underwriting, Writing, Windows, Sales, Credit Risk, Financial Risk, Financial Analysis, Asset Managment, Asset Based Lending, Commercial Lending, Accounting, Lines Of Credit, Strategic Planning, Asset Management, Commercial Banking, Banking, Risk Management, Loan Origination, Mortgage Lending, SBA, Cash Management, Treasury Management, Commercial Mortgages, Training, Auditing, Commercial Real Estate, Finance, Relationship Management, Mortgage Banking, Cross Selling, Small Business Lending
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1997
BSBA
R J Reynolds HS 1990 — 1993
Salesforce August 2015 - Present
Salesforce May 2014 - July 2015
Salesforce April 2013 - April 2014
Salesforce.com March 2012 - March 2013
Live Oak Bank July 2010 - February 2012
Richard Johnson, retired Founder and CEO of HotJobs August 2009 - January 2012
Proficient Learning, LLC August 2008 - July 2010
Invest One May 2008 - August 2008
Skills
Leadership, Business Development, Auditing, Lead Generation, Cold Calling, Loans, Account Management, Sales Process, SaaS, Solution Selling, Direct Sales, Social Media Marketing, Logistics, Social Media, B2B, Sales Management, Customer Service, Cloud Computing, Enterprise Software, New Business Development, Salesforce.com, Sales, CRM
Education
University of North Carolina at Wilmington 2006 — 2010
Bachelor of Science, Business Administration; International Business, Marketing, Spanish
Universidad de Panamaricana 2009 — 2009
Live Oak Bank August 2015 - Present
Live Oak Bank February 2014 - Present
Live Oak Bank February 2013 - February 2014
Loose Cubes, Inc. July 2012 - October 2012
Loose Cubes, Inc. May 2011 - July 2011
Skills
Commercial Lending, Banking, Credit Analysis, Credit Risk, Portfolio Management, Financial Analysis, SBA 504, Social Media, Google Analytics, Microsoft Excel, Adobe Creative Suite, Ap Style, Marketing Strategy, Advertising
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts (B.A.), Journalism and Mass Communication- Advertising
Live Oak Bank August 2015 - Present
CrossFit Reignited August 2014 - Present
Dr. Lesneski D.D.S. August 2011 - April 2012
Skills
Mathematics, Microsoft Word, Typing, Microsoft Excel, Customer Service, Finance, PowerPoint, English, Teamwork, Organization Skills
Education
University of North Carolina at Wilmington 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General, 3.916
University of North Carolina at Wilmington 2012 — 2016
Finance, General
Live Oak Bank June 2015 - Present
Corning Credit Union May 2013 - July 2015
Verizon Wireless March 2009 - August 2012
Reel Carolina Magazine January 2007 - March 2008
Identity Talent / The Morgan Agency June 2004 - September 2004
Skills
Customer Service, Troubleshooting, Marketing Strategy, Sales, Account Management, Call Center, Customer Satisfaction, Call Centers, Advertising, Consultive Sales, Telecommunications, Retail, Teamwork, Social Media, Microsoft Word, Microsoft Excel, Customer Retention, Banking, Notary Public, Microsoft Office, Leadership
Education
University of North Carolina at Wilmington 2006 — 2008
Bachelor of Arts (B.A.), Film/Cinema/Video Studies
Purdue University
Film/Cinema/Video Studies
Tennessee Higher Education Com January 2015 - Present
RTI International June 2014 - December 2014
Vanderbilt University May 2012 - May 2014
Tennessee Higher Education Commission May 2013 - January 2014
North Carolina Wesleyan College August 2011 - May 2012
Live Oak Bank August 2011 - August 2011
Credo Higher Ed November 2010 - May 2011
Insight Global June 2010 - October 2010
Elon University June 2009 - May 2010
Sigma Phi Epsilon NC Mu November 2008 - November 2009
Skills
Microsoft Office, Public Speaking, Project Management, Admissions, Risk Management, Program Management, Organizational..., Social Media, Sales Process, Report Writing, Recruiting, Event Planning, Leadership, Leadership Development, Marketing, Data Analysis, Higher Education, Policy
Education
Vanderbilt University 2012 — 2014
Master of Arts (M.A.), Higher Education/Higher Education Administration
Elon University 2006 — 2010
B.A., History
United Community Bank March 2015 - Present
Community Reinvestment Fund March 2014 - March 2015
Live Oak Bank August 2009 - February 2014
United Western Bank September 2007 - August 2009
Skills
Small Business Lending, Loans, Credit, Commercial Lending, SBA, Credit Analysis, Underwriting, Loan Origination, Refinance, Commercial Banking, Commercial Mortgages, Portfolio Management, Mortgage Lending
Education
University of Colorado Denver
BA, English Writing
Live Oak Bank May 2015 - Present
Spectrum Art & Jewelry February 2011 - May 2015
Eric von Bargen Photography May 2009 - February 2011
EW Photography, Inc. May 2009 - August 2010
Skills
Photography, Web Design, Photoshop, Art, Social Media, WordPress, Marketing, Fine Art, CSS, Event Planning, Painting, Adobe Creative Suite, Mac, Advertising, Blogging, Galleries, Studio Art, Graphic Design, Digital Photography, Event Management, Jewelry, Email Marketing, Image Editing, Art Direction, Google Analytics, Image Manipulation, Website Development, Drawing, Contemporary Art, Visual Arts, Creative Writing, Facebook, Social Networking, Social Media Marketing, Art History, Graphics, Project Management, Sales, Team Leadership, Microsoft Office, Teamwork
Education
University of North Carolina at Greensboro 2006 — 2010
Bachelor of Fine Arts, Design, Art, summa cum laude
Cape Fear Community College 2012 — 2012
Foundations of Web Design, Continuing Education, Certificate of Course Completion
Live Oak Bank December 2013 - Present
C3 Presents January 2011 - November 2013
Flora Landscapes, LLC May 2012 - June 2013
C3 Presents January 2013 - January 2013
Larus Interiors September 2006 - September 2009
Screen Gems Graphic Studios April 2008 - September 2008
Lisle Architecture & Design Inc. October 2005 - August 2006
Zimmer Development Company, LLC June 2005 - September 2005
Andor Capital Management December 2004 - April 2005
Andor Capital Management December 2003 - November 2004
Skills
Trade Shows, Event Planning, Event Management, Leadership, Management, Marketing, Microsoft Office, Microsoft Excel, Interior Design, AutoCAD, QuickBooks, Formsite, Dropbox, QuarkXPress, Adobe Photoshop, Adobe Pagemaker, Adobe Acrobat, Adobe Illustrator
Education
James Madison University
Bachelor of Fine Arts (BFA)
Live Oak Bank August 2013 - May 2014
Six Red Marbles January 2013 - July 2013
Crimson Hexagon June 2012 - November 2012
Flock April 2011 - June 2012
Polaris IT Solutions February 2010 - March 2011
Design Intension January 2007 - February 2010
Skills
Adobe Creative Suite, Photography, Social Media, Microsoft Office, Editing, Graphic Design, Illustration, User Experience, Usability, User Interface Design, JavaScript, HTML, CSS, Front-end, User Interface, Web Design, HTML 5, CSS3, Graphics, Content Management, Interaction Design, Web Standards, Visual Design, Web Applications, SEO, Social Media Marketing, Management
Education
University of North Carolina at Chapel Hill 2004 — 2007
BA, Journalism & Mass Communication
Durham Academy 2000 — 2004
Live Oak Bank March 2015 - Present
Skills
Accounting, CPA, Financial Statements, ProSystem fx Tax, ProSystem fx Engagement, Cash Flow Analysis, Microsoft Excel, QuickBooks, Entrepreneurship, Corporate Tax, Financial Analysis, Peachtree, Tax Preparation, Microsoft Word, Photoshop, Hustle, PowerPoint
Education
University of Arkansas 2010 — 2011
Masters of Accountancy, Accounting
University of Arkansas at Fayetteville 2006 — 2010
Business, Accounting/Finance
John Cabot University 2009 — 2009
Live Oak Bank October 2014 - Present
Braddock Commercial Real Estate Services January 2014 - July 2015
Her Campus May 2012 - May 2013
LEWIS PR January 2013 - April 2013
Financial Times May 2012 - August 2012
Hysteria May 2009 - August 2012
Skills
Fundraising, Online Advertising, Ap Style, Public Relations, Facebook, Wordpress, Copy Editing, InDesign, Press Releases, Event Planning, Newspaper, Editorial, Journalism, Social Networking, Politics, Public Speaking, Creative Writing, Newsletters, AP Style, Editing, Social Media, WordPress, Newspapers
Education
George Mason University 2010 — 2013
Communications
Live Oak Bank October 2013 - Present
PwC August 2010 - September 2013
Various May 2006 - September 2009
Wendover Financial Services January 1995 - June 2004
Skills
Big 4, External Audit, Internal Audit, Financial Analysis, Financial Accounting, Project Management, Engagement Economics, Internal Controls, Government Accounting, Microsoft Office, General Ledger, Financial Audits, CPA, Financial Services, GAAP, Financial Reporting, Consolidation
Education
University of North Carolina at Wilmington 2009 — 2010
MSA, Accounting
Greensboro College 1988 — 1991
B.S., Physical Education and Recreation Management
Live Oak Bank June 2013 - Present
College Foundation of North Carolina November 2011 - June 2013
Family Eye Care of the Carolinas June 2010 - July 2011
Skills
Microsoft Office, Access, SRS Medical Records..., HTML, Writing, OpenEMR, Social Media, Training, Windows, Time Management, Library Science, Mac OS X, Windows OS, CSS, Troubleshooting, iWork, Photoshop, Java, Salesforce.com
Education
University of North Carolina at Chapel Hill 2011 — 2013
MS, Information Science
William & Mary 2006 — 2010
BA, Anthropology, Archaeology, Art History
University of Otago 2009 — 2009
Archaeology, Anthropology, Study Abroad
Live Oak Bank April 2014 - Present
Live Oak Bank June 2013 - March 2014
Southside Business and Technology Center June 2012 - 2013
Burlington Coat Factory October 2009 - November 2010
Air Nepal 2007 - 2009
Nepal Commercial Enterprises 2007 - 2007
Skills
Marketing Strategy, CRM, Budgets, Microsoft Office, Leadership, Research, Social Media, Product Development, Project Management, Financial Analysis, Market Research, Strategic Planning, Management, Marketing, Analysis, Strategic Financial..., Recruiting, Competitive Analysis, Training, Customer Service, Team Leadership, Underwriting
Education
Elon University - Martha and Spencer Love School of Business 2011 — 2012
MBA, Business Administration and Management, General, 3.67
Kathmandu Vishwavidalaya 2007 — 2008
MBA coursework, Business Statistics, Accounting, Economics
Miami University 2001 — 2006
Bachelors of Arts, Diplomacy and Foreign Affairs, History
Regent's College 2004 — 2004
Study Abroad, International Business and Development
Live Oak Bank November 2014 - Present
Live Oak Bank May 2013 - November 2014
Town of Davidson January 2009 - March 2012
O at Home, an Oprah Magazine November 2006 - December 2008
Time Magazine December 2004 - September 2006
Wrightsville Beach Magazine May 2004 - September 2004
Harrison & Shriftman May 2003 - August 2003
Skills
Public Relations, Event Planning, Advertising, Recruiting, Human Resources, Leadership, Management, Marketing, Program Management, Competitive Analysis, Proposal Writing, Marketing Management
Education
UNC-School of Government 2010 — 2011
Municipal and County Administration, Certificate
University of North Carolina at Chapel Hill 2000 — 2004
BA, English, History
Episcopal High School 1997 — 2000
ASC Cultural Leadership Program
Live Oak Bank June 2014 - Present
Live Oak Bank March 2014 - June 2014
Brock & Scott, PLLC September 2008 - February 2014
New Hanover Regional Medical Center May 2013 - August 2013
Skills
Accounting, QuickBooks, Customer Service, Team Leadership, Public Speaking, Financial Analysis, Financial Reporting, Strategic Planning, Microsoft Excel, Problem Solving, Finance, Microsoft Office, Financial Modeling, Access, Financial Accounting, Team Building
Education
University of North Carolina at Wilmington 2011 — 2013
Bachelor of Science (B.S.), Business Administration - Finance, Magna Cum Laude
Cape Fear Community College
Associate of Arts and Sciences (A.A.S.), Accounting
Live Oak Bank September 2014 - Present
Cardinal Health July 2010 - September 2014
Cardinal Health February 2008 - June 2010
Cardinal Health August 2005 - January 2008
Cardinal Health April 2002 - July 2005
Cardinal Health December 2000 - March 2002
Majoria Drugs June 1995 - December 2000
Skills
Sales Management, Mergers & Acquisitions, Strategy, Consulting, Retail, Pharmacy, Pharmaceutical Industry, Small Business Lending
Education
University of New Orleans 1995 — 2000
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Four Oaks Bank & Trust Company April 2012 - December 2013
Live Oak Bank 2007 - 2011
Port City Capital Bank 2001 - 2007
First Citizens Bank 1988 - 2001
Skills
Compliance, Banking, Bank Secrecy Act, Financial Institutions, Operations, Training, Human Resources, Loans, Mergers & Acquisitions, Commercial Banking, Consumer Lending, Small Business Lending, Retail Banking, Credit Analysis, Management, Credit
Education
Liberty University
Business Administration
Miller Motte Business College
Business Administration
Mount Olive College
Business Administration
JayQ Enterprises, LLC (SDVOSB) September 2012 - Present
Live Oak Bank March 2014 - July 2015
General Electric Nuclear April 2012 - August 2012
USMC May 2007 - November 2011
Skills
Information Assurance, Security Clearance, Budgets, Process Improvement, System Administration, Leadership, Microsoft Office, Customer Service, Program Management, Strategic Planning, Training, Windows Server 2003, Network Administration, SBA, Loan Closings, Business Strategy, Business Development...
Education
Capella University 2009 — 2013
Bachelor’s Degree, Business Administration - Small Business and Entrepreneurship
Live Oak Bank August 2015 - Present
Regions Bank April 2007 - August 2015
Smith Barney 2001 - 2004
Merrill Lynch 1997 - 2001
Skills
Wealth Management, Finance, Retirement Planning, Estate Planning, Asset Allocation, Mutual Funds, Portfolio Management, Trust Services, Investments, Commercial Lending, Wealth Management..., Securities, Small Business Lending, Investment Strategies, Investment Advisory, Relationship Management, Series 7, Investment Management, Financial Services, Charitable Trusts, Special Needs Planning, Estate Administration, High Net Worth..., 401k, Series 63, Alternative Investments, Sales Management, Administrative..., Risk Management, Credit, Banking, Customer Service
Education
University of New Orleans
B.S.
Live Oak Bank September 2014 - Present
ESPN September 2012 - December 2014
Country Club of Landfall April 2012 - November 2014
Skills
Salesforce.com, Financial Analysis, Microsoft Excel, Finance, Customer Service, Sales, Microsoft Office, PowerPoint, Management, Time Management, Teamwork, Social Media, Tenacious Work Ethic, Customer Relations, Microsoft Word, Leadership, Outlook, Third Party Reporting, Budgets, QuickBooks, Access, Event Planning, Social Networking, Accounts Receivable, Communication, Loans
Education
University of North Carolina at Wilmington 2012 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations, Junior
Bryant University 2011 — 2012
International business, International Business
Live Oak Bank August 2015 - Present
Live Oak Bank January 2014 - July 2015
CAPTRUST June 2013 - December 2013
Arco Restoration May 2012 - February 2013
Skills
Customer Service, QuickBooks, Microsoft Excel, Microsoft Office, PowerPoint, Accounting, Analysis, Payroll, Teamwork, Spanish, Management, Time Management, Accounts Payable, Microsoft Word, Data Analysis, Leadership, Critical Thinking, Financial Analysis, Outlook, Accounts Receivable, Invoicing, Access, Event Planning, Data Entry, Statistical Data...
Education
Meredith College 2009 — 2013
Bachelor of Science (B.S.), Bachelor of Arts (B.A.), B.S. Business Administration, B.A. Economics; Minors: Finance and Spanish, 3.0
Meredith College 2009 — 2013
BS
Live Oak Bank April 2015 - Present
Barclaycard November 2011 - April 2015
Sallie Mae September 2009 - November 2011
Chase March 2008 - September 2009
ING Direct, USA April 2004 - March 2008
Bank One June 1998 - April 2004
Skills
Relationship Management, Cross Selling, Marketing Strategy, Multi-channel Marketing, Direct Marketing, Segmentation, Retail Banking, Customer Experience, Financial Services, Digital Marketing, Leadership, Sales, Consumer Marketing, Vendor Management, Operational Bank..., Call Center, Online Marketing, Core Processing FIS..., Competitive Analysis, Banking, Analytics, Credit Cards, Customer Acquisition
Education
University of Delaware 1992 — 2007
BA, Criminal Justice/Political Science
UNC Wilmington August 2012 - Present
Live Oak Bank 2015 - Present
Liberty Healthcare Management January 2015 - May 2015
ACO Medical Supply May 2014 - August 2014
Lowes Foods June 2011 - August 2014
ACO Medical Supply May 2012 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Time Management, Organization, Social Media, Customer Service
Education
University of North Carolina at Wilmington 2012 — 2016
Bachelor of Science in Business Administration, Finance, General
University of Valencia 2015 — 2015
International Business, A
Live Oak Bank October 2014 - Present
1st Source Bank November 2010 - October 2014
1st Source Bank August 2009 - November 2010
Skills
Banking, Management, Retail Banking, Training, Marketing, Team Management, Finance, Relationship Management, Business Strategy, Process Improvement, Strategy, Leadership, Project Management, New Business Development, Data Analysis, Project Planning, CRM, SharePoint, Mobile Payments, Mobile Banking
Education
University of Wisconsin-Madison 2014 — 2016
Graduate School of Banking
Purdue University 2004 — 2009
BS, Financial Counseling & Planning
nCino, Inc. March 2015 - Present
Live Oak Bank April 2014 - March 2015
Live Oak Bank July 2013 - April 2014
Skills
Salesforce.com..., Salesforce.com, Banking, Customer Service, Loans, Microsoft Excel, Financial Risk, Financial Services, Financial Analysis, Public Speaking, Small Business, Marketing, Microsoft Office
Education
The University of Georgia 2008 — 2012
Bachelor of Science (BS), Biology, General
Live Oak Bank January 2015 - Present
Associated Press August 2014 - Present
DICK'S Sporting Goods April 2014 - Present
UNC Wilmington January 2014 - Present
Skills
Photoshop, Computer Proficiency, Exercise Physiology, Exercise Instruction, Exercise Design, Digital Media, Social Networking, Teamwork, Time Management, Event Planning
Education
University of North Carolina at Wilmington 2009 — 2015
Bachelor of Science (BS) (in-term), Kinesiology and Exercise Science
Suffern High School 2005 — 2009
Credit Suisse September 2014 - Present
Credit Suisse October 2012 - September 2014
Live Oak Bank June 2011 - July 2011
Skills
Minor in Accounting, Minor in Economics, Financial Markets, Financial Analysis, Equity Valuation, Corporate Finance, Microsoft Office
Education
North Carolina State University 2007 — 2012
Bachelor of Science (B.S.), Business Administration and Management, Concentration in Finance
Hoggard High School 2003 — 2007
High school diploma
Appalachian State University January 2014 - Present
Live Oak Bank May 2015 - July 2015
Tower 7 May 2014 - March 2015
Cafe Del Mar March 2011 - March 2015
Skills
Customer Service, Microsoft Excel, Management, Project Management, Microsoft Word, Public Speaking, Leadership, Organization Skills, Personal Budgeting, Event Planning, Groovy, Cookies, Hula Hoop
Education
Appalachian State University 2012 — 2015
Bachelor's Degree, Finance and Banking, Senior
Live Oak Bank January 2015 - Present
UNC Wilmington August 2012 - Present
Party Blvd. January 2012 - Present
Skills
PowerPoint, Social Media, Social Networking, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Teamwork
Education
University of North Carolina at Wilmington 2012 — 2016
Bachelor of Science (B.S.), Business Administration, Finance
Live Oak Bank May 2015 - Present
Live Oak Bank January 2015 - May 2015
Graham Partners Private Equity Firm June 2014 - August 2014
Pi Sigma Epsilon September 2013 - January 2014
Cameo 1900 January 2012 - May 2013
Skills
Time Management, Leadership, Microsoft Excel, PowerPoint, Public Speaking, Economics, Social Media, Microsoft Word, Access, Business Strategy, Business Analysis, Social Networking, Market Research, Leverage Buyout Modeling, Private Equity, Team Building, Recruiting, Sales
Education
University of North Carolina at Wilmington 2011 — 2015
Bachelor of Science (BS), Economics, Graduated, 3.96 GPA
Hochschule Bremen 2013 — 2013
International Business and Management, Summer before junior year
Primary Residential Mortgage June 2015 - Present
TnBank October 2012 - June 2015
Live Oak Bank 2009 - 2011
Community South Bank 2004 - 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking, Financial Analysis, Accounting, Loans, Banking, Commercial Banking, Commercial Lending, Mortgage Lending, Credit, Small Business Lending, Credit Analysis, Loan Origination
Education
Pellissippi State Community College 2008 — 2009
Business Administration and Management, General
Live Oak Bank February 2015 - Present
Consultwebs.com January 2015 - February 2015
Consultwebs.com April 2014 - January 2015
WordwrightWeb -- Web Development December 2013 - April 2014
City of Durham July 2011 - January 2014
Two W Media March 2009 - January 2013
Oceanside Fire Department April 2009 - July 2011
Intrigue Graphics August 2008 - September 2009
Early Edition Media, Inc. October 2007 - August 2008
Skills
User Experience, Team Leadership, Creative Direction, Marketing Strategy, Technical Leadership, Data Architecture, Email Marketing, WordPress, Social Media, SEO, CMS, Leadership, Web Development, Graphic Design, CRM, Online Marketing, Marketing, Web Design, Entrepreneurship, Social Networking, Social Media Marketing, Advertising, Project Management, Management, Facebook, Hazmat Operations, Sales, E-commerce, Photoshop, Public Relations, Event Planning, Public Speaking, StudioPress, Magento, Web Applications, Graphics, Blogging, Police, Time Management, Weapons of Mass..., Editing, Account Management, SEM, Marketing Communications, Google Analytics, Customer Satisfaction, Product Management, Event Management, Press Releases, Strategic Planning
Education
Molloy College 2008 — 2011
BS, Criminal Justice
St. John's University 2007 — 2008
Business, Management, Marketing, and Related Support Services
Long Beach High School
Alpha Sigma Phi Fraternity May 2015 - Present
Knights Properties LLC May 2015 - Present
University of Massachusetts Amherst October 2014 - Present
Live Oak Bank June 2015 - September 2015
Big Y World Class Market August 2011 - June 2015
Alpha Sigma Phi Fraternity January 2015 - May 2015
St Johns the Baptist School and Church Complex June 2012 - September 2014
Education
Isenberg School of Management, UMass Amherst 2013 — 2017
Bachelor's of Business Administration (BBA)
American Bankers Association 2015 — 2015
University of Massachusetts, Amherst 2013 — 2014
Coursework in the College of Natural Sciences
Minnechaug Regional High School 2009 — 2013
High School Diploma
Live Oak Bank June 2015 - Present
Medalist Capital, Inc. April 2012 - June 2015
Tri Properties, Inc. June 2005 - April 2012
JPMorgan 2001 - 2003
Skills
Asset Management, Brokerage, Commercial Real Estate, Disposition, Due Diligence, Financial Advisory, Financial Modeling, Investments, Leases, Loans, Location Intelligence, Mergers, Real Estate, Real Estate Development, Real Estate Economics, Real Estate Transactions, Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
MBA, Real Estate
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2000
MS, Accounting
University of North Carolina at Chapel Hill 1995 — 1999
BA, Economics
Charlotte Latin
nCino May 2015 - Present
Live Oak Bank September 2014 - May 2015
Skills
nCino, Public Speaking, Customer Service, Time Management, Sales, Social Networking, Marketing, Salesforce.com, Research, Marketing Strategy, PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Community Outreach, Microsoft Word, Marketing Communications, SPSS, Editing, Facebook, Communication, Event Planning, Teaching, Loan Documents, Business Development
Education
University of North Carolina at Wilmington 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
KEDGE Business School 2013 — 2014
International Marketing
Live Oak Bank February 2015 - Present
Ward and Smith, P.A. January 2012 - February 2015
Ward and Smith, P.A. January 2010 - January 2012
Skills
Customer Service, Outlook, Data Entry, Microsoft Word, PowerPoint, Event Planning, Microsoft Excel, Multi Tasking, Organization, Microsoft Office, Time Management, Notary Public, Employee Relations, Management, Console, Elite Webview, Legal Documents, Leadership, Social Media, Administrative...
Education
East Carolina University 2015 — 2017
Bachelor of Business Administration (B.B.A.), Finance, General
Cape Fear Community College 2013 — 2014
Associate's Degree, Business Administration and Management, General
Live Oak Bank March 2015 - Present
The East Carolinian at East Carolina Unversity August 2012 - May 2013
expressions Magazine September 2012 - March 2013
Skills
Layout, Editing, Public Speaking, InDesign, Photoshop, Graphic Design, Advertising, Magazines, Photography, Salesforce.com
Education
University of North Carolina at Wilmington 2013 — 2015
Bachelor's Degree, Business Administration and Management, General, Senior
East Carolina University 2011 — 2013
Bachelor's Degree, Business Administration and Management, General
Moxie Media and Marketing August 2011 - Present
Live Oak Bank June 2015 - July 2015
University of Arkansas August 2014 - May 2015
Olive Garden October 2012 - January 2015
Kentucky Cattlemen's Association May 2014 - August 2014
University of Arkansas August 2013 - August 2014
Cultivate Agency September 2013 - September 2013
Skills
Social Media, Editing, Photography, Public Speaking, Press Releases, Writing, News Writing, Microsoft Office, Public Relations, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Windows, Illustrator, InDesign, Graphic Design, Social Media Marketing, Adobe Creative Suite, Premiere Pro, Creative Writing, Videography, Video Production, Agriculture
Education
University of Arkansas 2012 — 2015
Agricultural Education, Communication and Technology, Agricultural Communications
McDonald County High School 2008 — 2012
High School Diploma
Live Oak Bank January 2015 - Present
Live Oak Bank June 2013 - January 2015
Live Oak Bank January 2011 - June 2013
The National Capital Bank June 2009 - September 2010
Edward Jones June 2008 - May 2009
National Petrochemical & Refiners Association March 2001 - June 2007
Skills
Banking, Risk Management, Microsoft Office, Credit, Financial Analysis, Excel, Financial Reporting, Loans, Portfolio Management, Credit Analysis, Investments, Asset Management, Data Analysis, Valuation, Financial Planning, Customer Service, Credit Risk, Commercial Banking, Financial Modeling, Finance
Education
The George Washington University - School of Business 2003 — 2007
MBA, Finance
William & Mary 1993 — 1997
BA, Public Policy & Environmental Studies
Live Oak Bank April 2014 - May 2015
Castle Branch, Inc. March 2014 - April 2014
Expion May 2013 - August 2013
Skills
Time Management, Teamwork, Social Media Marketing, Sales, Finance, Investment Strategies, Financial Planning, Customer Service, Research, Microsoft Excel, Microsoft Office, PowerPoint, Communication, Microsoft Word, Public Speaking, Management, Salesforce.com, Fresh Ideas
Education
University of North Carolina at Wilmington 2011 — 2015
Bachelor’s Degree, Finance, General w/ Spanish Minor, 3.4
Live Oak Bank February 2015 - Present
ABC Television July 2014 - December 2014
Cushman & Wakefield July 2013 - August 2013
Bank of Colorado June 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Teamwork, English
Education
Middlebury College 2010 — 2014
Bachelor of Arts (BA), Economics and Spanish, Magna Cum Laude
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2013
Sede Prim, Middlebury's Campus in Madrid, Spain 2012 — 2012
Spanish
Live Oak Bank May 2012 - Present
Education
University of North Carolina at Chapel Hill 2013 — 2017
Business Administration and Management, General, Sophmore
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2017
Live Oak Bank April 2012 - Present
Strategic Moves Inc. September 2008 - April 2012
Ram Air Freight October 2007 - July 2008
Comair March 2004 - October 2007
Skills
Aviation, Airlines, Project Management, Contract Negotiation, Department Management, Charter, Piloting, Flights, Aircraft, Management, Operations Management, Commercial Aviation, Transportation, Safety Management...
Education
University of North Carolina at Chapel Hill 1990 — 1995
BA, Psychology
Live Oak Bank January 2015 - Present
UNC Wilmington August 2011 - December 2014
Academy Bus June 2011 - June 2012
New World Tours Inc. June 2009 - August 2010
Skills
Time Management, Determination to Succeed, Overcoming Adversity, Dependable Team Player, Enthusiasm to learn, Outcome focused, Interpersonal Skills, Analytical Skills
Education
University of North Carolina at Wilmington 2011 — 2015
Bachelor's Degree, Finance, Senior
Live Oak Bank September 2014 - Present
J-Golf June 2013 - August 2013
The Walt Disney Company February 2012 - June 2012
Premier Transportation June 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Facebook, Social Networking, Sports, Blogging, Market Research, Creative Writing, Retail, Nonprofits, Marketing, Event Planning, Event Management, Fundraising, Leadership, Data Entry, Team Leadership, Team Building, WordPress, Mac, Time Management
Education
Auburn University 2010 — 2014
Bachelor of Science (B.S.), Business Administration
Auburn University, College of Business 2010 — 2014
Business Administration and Management, General
Live Oak Bank April 2014 - Present
Target September 2013 - Present
Choose To Invest, Inc. 2009 - 2012
UNC Wilmington 2009 - 2012
Skills
Project Management, Relationship Marketing, Employee Relations, Event Planning, Microsoft Office, Organizational Culture, Fundraising, Training Facilitation, Community Outreach, Corporate Communications, Health Promotion, Patient Advocacy, Social Media Marketing, Social Media, Management, Leadership, Public Speaking, Marketing, Interviews, Customer Service
Education
University of North Carolina at Wilmington
Bachelor of Science (BS), Mass Communication/Media Studies
University of North Carolina at Wilmington
Bachelor of Science (BS), Sociology
Live Oak Bank 2015 - Present
Hanover Excess & Surplus, Inc. July 2014 - September 2015
Woodbury & Co. November 2013 - April 2014
Arthur J. Gallagher & Co. June 2009 - November 2013
Walker Taylor Agency May 2006 - June 2009
Skills
Licensed Property &..., Insurance, Sales, Marketing, Customer Service, Claims Management, Risk Management, Commercial Lines..., Personal Lines Insurance, Liability, Product Liability, Professional Liability, Life Science Industry, Medical Billing, Medical Terminology, Technology, Negotiation, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Windows, Concur
Education
Meredith College 2001 — 2005
Bachelor's Degree, Psychology
Live Oak Bank June 2015 - Present
Jensyn, LLC November 2013 - May 2015
IISIS Face Aging Group, UNCW February 2012 - November 2013
Skills
Programming, Python, Java, Computer Science, Maya, Fortran, CUDA, Computer Animation, C/C++ STL, Computer Graphics, Salesforce.com, Apex Programming, SQL, C++, C, Genetic Algorithms, Digital Signal..., Digital Image Processing, Ray Tracing, 3D rendering, Parallel Programming, Simulated Annealing, Algorithms, 3D Modeling, Digital Art, Salesforce.com..., Visualforce Pages, Apex Data Loader, SOQL, Salesforce.com..., Eclipse, Visual Studio, Microsoft Office, HTML, Windows, Mac OS, Xcode, CSS
Education
University of North Carolina at Wilmington 2010 — 2013
Bachelor of Science (B.S.), Computer Science
Cape Fear Community College
Live Oak Bank March 2013 - Present
UNC Wilmington September 2011 - February 2013
Morgan Keegan April 2011 - September 2011
UMAA Foundation August 2009 - March 2011
UMAA Foundation August 2009 - February 2010
RGT Management, INC May 2006 - August 2006
Skills
Finance, Microsoft Excel, Public Speaking, Microsoft Office, Mergers & Acquisitions, Financial Analysis, Loans, Commercial Lending, Investments, Customer Service, Leadership, Management, PowerPoint, Banking, Sales, Strategic Planning
Education
The University of Memphis 2009 — 2010
Master of Science, Sports Commerce
University of Mississippi 2005 — 2009
Bachelor's Degree, Business Administration and Management, General
Lee Riley Law, LLC June 2015 - Present
Live Oak Bank February 2012 - June 2015
Skills
Banking, Financial Analysis, Loans, Microsoft Office, Commercial Lending, Finance, Credit, Small Business Lending, Credit Risk, Strategic Planning, Management
Education
Dickinson College 1978 — 1982
Bachelor of Arts (B.A.), English Language and Literature/Letters
Live Oak Bank 2014 - Present
Skills
SEC filings, Financial Analysis, Internal Controls, Mergers, Auditing, Financial Reporting, Strategic Planning, Risk Management, Banking, Mergers & Acquisitions, CPA, Internal Audit, Finance, Process Improvement, Accounting, Financial Audits, Leadership, Financial Services, Management, SEC Filings
Education
James Madison University 1990 — 1993
BBA, Accounting
Live Oak Bank January 2015 - Present
Banana Republic / Gap Inc. August 2012 - December 2014
Nike May 2013 - November 2014
Skills
Time Management, Leadership, PowerPoint, Problem Solving, Communication, Public Speaking, Sales, Exercise Prescription, Group Exercise..., Fitness
Education
Slippery Rock University of Pennsylvania 2011 — 2015
Bachelor's Degree, Kinesiology and Exercise Science, Undergraduate
Slippery Rock University of Pennsylvania 2011 — 2015
Kinesiology and Exercise Science
Credit Suisse July 2015 - Present
Elon University September 2014 - March 2015
Credit Suisse June 2014 - August 2014
The Elon Network April 2013 - April 2014
JHT Equine 2008 - 2014
Live Oak Bank June 2013 - August 2013
Nine West 2010 - 2011
Skills
Bloomberg Terminal, SAS
Education
Elon University 2011 — 2015
Bachelor of Science (BS), Finance, General
United Community Bank June 2014 - Present
Live Oak Bank March 2000 - May 2014
CIT Small Business Lending Corporation May 1997 - March 2009
The Money Store/Wachovia 1985 - 1997
Skills
Management, Small Business Lending, Banking, Portfolio Management, SBA, Loans, Commercial Lending, Commercial Real Estate, Credit, Leadership, Loan Origination, Refinance, Commercial Banking, Financial Analysis, Commercial Mortgages, Credit Analysis
Education
Pikes Peak Community College
nCino, LLC February 2012 - Present
Live Oak Bank November 2009 - February 2012
Skills
Force.com, Risk Management, Loans, Banking, Financial Analysis, Credit, Salesforce.com, Financial Modeling
Education
University of North Carolina at Chapel Hill 2004 — 2006
MBA, Real Estate / Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2006
MBA, Real Estate, Finance
Washington and Lee University 1996 — 2000
Live Oak Bank October 2012 - Present
Charles Schwab November 2009 - October 2012
The Revere Group April 2008 - November 2009
Robbins Gioia September 2005 - April 2008
Bank of America 2000 - 2005
Framework 2000 - 2005
Skills
Mergers & Acquisitions, Business Process..., Finance, Business Analysis, SDLC, Business Transformation, IT Strategy, Management, Financial Advisory, Wealth Management, Start-ups, Consulting, CRM, Strategy, Leadership
Education
Clemson University 1992 — 1996
Live Oak Bank January 2014 - Present
Live Oak Bank January 2013 - Present
Bank of North Carolina December 2010 - January 2013
FDIC June 2010 - December 2010
Mountain 1st Bank And Trust October 2004 - August 2009
Skills
Commercial Banking, Banking, Mortgage Lending, Commercial Mortgages, Retail Banking, Loan Origination, Asset Based Lending, Financial Risk, Consumer Lending
Education
University of Central Florida 1990 — 1991
BS, Finance
Graduate School of Banking, Boulder Colorado
Live Oak Bank August 2013 - Present
University of South Carolina January 2009 - August 2013
Skills
jQuery, JavaScript, CSS, PHP, XHTML, HTML, MySQL, XML, AJAX, ColdFusion, SQL
Education
Coastal Carolina University 2004 — 2008
Bachelor of Science (BS), Computer Science
Chapman High School
Chapman High School
Live Oak Bank April 2010 - Present
Key Equipment Finance November 2009 - April 2010
CIT September 1998 - March 2009
CIT May 2006 - January 2008
UPS Capital Business Credit 2008 - 2008
Key Bank November 1992 - March 1997
Education
Eastern Michigan University 1984 — 1988
BBA, Finance
Live Oak Bank May 2014 - Present
Bank of America Practice Solutions October 2010 - June 2013
Telerent Leasing Corporation January 2009 - September 2010
GE Capital September 1999 - December 2008
Skills
Portfolio Management, Strategic Planning, Corporate Finance, Mergers, Asset Managment, Sales Management, Customer Service, Team Building, Mergers & Acquisitions, Loans, Start-ups, Strategy, New Business Development, Executive Management, Financial Services, Management, Small Business, Leadership, Asset Management
Education
University of Colorado at Boulder 1995 — 1999
Bachelor's degree
California Lutheran University
MBA, Finance
Live Oak Bank November 2014 - Present
Skills
Loans, Real Estate, Banking, Commercial Real Estate, Commercial Mortgages, Mortgage Lending, Due Diligence, Commercial Lending, Commercial Banking, Real Estate Financing, Mortgage Banking, Portfolio Management
Education
American University
Political Science and Government
Manhattan College
BA, American Government and Politics (United States); History, 3.596
Mission Valley Bank April 2015 - Present
Live Oak Bank October 2013 - April 2015
SBA Complete, Inc. September 2011 - October 2013
Excel National Bank May 2005 - August 2011
Skills
Loans, SBA, Small Business Lending, Commercial Lending, Commercial Banking, Commercial Mortgages, Credit Analysis, Credit, Banking, Loan Origination, Underwriting, Mortgage Lending, Financial Structuring, Asset Based Lending, Portfolio Management, Mortgage Banking, Credit Risk, Refinance, Lines Of Credit
Education
California State University, Fresno 1988 — 2003
BS, Business Law & Finance
Live Oak Bank January 2013 - Present
Bank of North Carolina December 2010 - January 2013
FDIC August 2010 - January 2011
Mountain 1st Bank & Trust October 2004 - August 2009
Skills
Credit, Portfolio Management, Credit Administration, Small Business Lending, Loans, Commercial Lending, Credit Risk, Banking, Credit Analysis, Underwriting
Education
University of Central Florida 1990 — 1991
Bachelor of Science (BS), Finance
Live Oak Bank November 2014 - Present
Wells Fargo January 2007 - November 2014
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Credit Analysis, Financial Analysis, Credit, Business Development, Loans, Commercial Mortgages, SBA
Education
University of California, Davis
BA, Communications
Live Oak Bank March 2007 - Present
nCino, LLC 2012 - 2013
Live Oak Bank 2007 - 2010
FirstMerit Bank May 2002 - March 2007
National City Bank 2000 - 2002
Skills
Loans, Commercial Lending, Small Business Lending, Credit, Commercial Banking, Banking, Credit Analysis, Credit Risk, Consumer Lending, Commercial Mortgages, Underwriting, Investments, Financial Risk, Portfolio Management, Asset Management, Risk Management, Finance, Mortgage Lending, Valuation, Mortgage Banking, Asset Based Lending, Treasury Management, Capital Markets, Retail Banking, Loan Origination
Education
Kent State University 1979 — 1982
Master of Business Administration (M.B.A.), Marketing
Miami University 1975 — 1979
Bachelor of Science (BS), Marketing
Live Oak Bank April 2010 - Present
Skills
Banking, Small Business Lending, Financial Analysis, Credit Analysis, Credit, Commercial Banking, Microsoft Word, Underwriting, Customer Service, Loans, PowerPoint, Microsoft Office, Loan Origination, Microsoft Excel
Education
Eastern Michigan University
Bachelor of Business Administration (BBA), Finance
Live Oak Bank July 2015 - Present
Live Oak Bank December 2014 - Present
State Street February 2013 - December 2014
Legacy Financial Group, LLC June 2012 - September 2012
Stop & Shop April 2006 - February 2012
iConn Technologies June 2011 - August 2011
New England Pension Plan Systems June 2008 - August 2008
Skills
Microsoft Excel, Finance, Cash Allocation, Bloomberg Terminal, Microsoft Office, Customer Service, Access, Customer Satisfaction, Financial Reporting, Financial Accounting, Marketing Strategy, Organizational..., Management, Budgets, Real Estate Economics, Legal Assistance, OS X, Budgeting, Legal Services, People Management, Mac OS X, Real Estate Finance, Mutual Funds, Customer Relations, Financial Analysis, Loan Closings, Salesforce.com, PowerPoint
Education
Bryant University 2008 — 2012
Bachelor of Science (B.S.) in Business Administration, Finance
Live Oak Bank December 2014 - Present
Live Oak Bank March 2013 - Present
Live Oak Bank June 2011 - March 2013
Washington and Lee University June 2010 - July 2011
Coastal Marketing, Inc June 2009 - August 2009
Waterman's Beachwood Grill June 2008 - August 2008
The Marist Schools March 2007 - March 2007
Skills
Microsoft Office, Underwriting, SBA, Advertising, Research, Public Speaking, Event Management
Education
Washington and Lee University 2007 — 2011
BA, Economics
St. Catherine's School 1995 — 2007
Syracuse University
Art History
Washington and Lee University
Bachelor of Arts; of interest, Economics; French, Sociology, Anthropology
Live Oak Bank April 2014 - Present
Live Oak Bank December 2012 - Present
Schwartz & Schwartz, P.C. February 2012 - April 2012
iRobot November 2009 - July 2010
BB&T February 2006 - July 2009
Self-Help Credit Union May 2005 - January 2006
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Spreadsheets, Lacerte, Customer Service, Financial Accounting, Commercial Real Estate, Commercial Banking, Relationship Management, Data Analysis, Communication Skills, Cross Selling, Tax Preparation, Tax Returns, Accounting, Accounts Payable, General Ledger
Education
Suffolk University 2010 — 2012
Master of Science in Accounting, Accounting and Business/Management
University of North Carolina Wilmington 2003 — 2005
B.S. Business Administration, Business Management and Marketing
Live Oak Bank April 2014 - Present
FCB October 2010 - April 2014
US Bank April 2009 - October 2010
Skills
Customer Service, Agriculture, Public Speaking, Microsoft Office, Strategic Planning, Microsoft Excel, PowerPoint, Agribusiness, Research, Leadership, Microsoft Word, Event Planning, Leadership Development, Management, Sales
Education
University of Missouri-Columbia 1996 — 1999
Master's degree, Education
University of Arkansas at Fayetteville 1991 — 1995
Bachelor of Science (B.S.), Agricultural Teacher Education
Georgia Banking Company July 2014 - August 2015
Cornerstone Bank March 2014 - July 2014
c October 2013 - March 2014
Live Oak Bank 2012 - 2013
Excel National Bank 2007 - 2012
Wachovia Small Business Capital 1993 - 2007
Skills
SBA, Construction Loans, Commercial Lending, Franchise Lending, Banking, Mortgage Lending, Loans, Credit, Underwriting, Portfolio Management, Funding, Finance, Investment Properties, Credit Analysis, Loan Origination
Education
Mesa Community College 1981 — 1984
Globe AZ 1979 — 1981
Diploma