Pinnacle Financial
Industry: Banking company
DescriptionPinnacle Financial Partners is a bank headquartered in Nashville, Tennessee operating in Middle Tennessee, East Tennessee, and, since June 2017, North Carolina, South Carolina, and Virginia. Headquarters: Nashville, TN Total assets: 22.21 billion USD (2017) Subsidiaries: Pinnacle Bank (Nashville TN), Founders: M. Terry Turner, Hugh M Queener, Rob McCabe
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Pinnacle Financial Employees
Prospect Mortgage, LLC March 2012 - Present
Stratitec, Inc August 2008 - March 2012
Countrywide Financial August 2005 - July 2008
Pinnacle Financial February 2004 - August 2005
Wells Fargo Home Mortgage March 1999 - March 2001
First Town Mortgage Corp 1994 - 1999
Skills
Mortgage Banking, Loan Origination, FHA, FHA financing, USDA, Refinance, Mortgage Lending, Residential Mortgages, VA loans, Government Loans, Certified Mortgage..., Loans, Construction Loans, Real Estate Financing, Reverse Mortgages, Commercial Mortgages, Credit, Loss Mitigation, Credit Analysis, Mortgage Underwriting, Underwriting, Consumer Lending, Loan Servicing, Commercial Lending, Home Equity Loans, HUD, REO, First Time Home Buyers, Mortgage Marketing, Rates, Home Equity Lines of..., Funding, Real Estate Economics, Financial Structuring, FHA Financing, VA Loans
Education
Indiana University Bloomington 1978 — 1983
Bachelor of Science (B.S.), Accounting and Business/Management
Benefit Providers ECCA February 2014 - Present
SILR 2007 - Present
SMS Title and Escrow March 2006 - September 2006
Pinnacle Financial June 2005 - March 2006
Home Pro Realty October 2001 - May 2005
Skills
Office Management, Administrative..., Outlook, Customer Service, Microsoft Office, Office Administration, Microsoft Excel, Real Estate, Microsoft Word, Event Planning, Accounts Payable, PowerPoint, Administration, Payroll, QuickBooks
Education
Strayer University (VA) 2012 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration
Lake Braddock High School 1994 — 2000
HS Diploma, High School Diploma
Independent Consultant March 2014 - Present
Sutherland Global Services May 2013 - February 2014
CALIBRE Systems March 2010 - April 2013
Accenture March 2008 - November 2009
Pinnacle Financial February 2007 - September 2007
FNB Mortgage August 2006 - January 2007
My Home Lender Dot Com September 2001 - March 2006
Emerson Electric June 1998 - August 2001
GE April 1995 - September 1996
MG Electric September 1993 - April 1995
Skills
Six Sigma, Program Management, Process Engineering, Logistics, Process Improvement, Continuous Improvement, Operational Excellence, Quality Systems, Value Stream Mapping, Lean Manufacturing, Business Process..., Change Management, Operations Management, Management Consulting, Kaizen, Problem Solving, Quality Management, Quality Assurance, DMAIC, Manufacturing, Supply Chain Management, Supply Chain, Process Management, Software Project..., CMMI, Business Intelligence, Performance Improvement, Quality System, Black Belt, DoD, Leadership, Training, Business Process Mapping, Business Transformation, Management, Strategy, Project Management, Analysis, Cross-functional Team..., Business Process
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA, Business Administration
Florida International University 1987 — 1993
Bachelors, Electrical Engineering
Colegio Nueva Granada 1974 — 1978
Proficio Bank April 2008 - Present
Pinnacle Financial March 2006 - April 2008
Skills
FHA, Mortgage Banking, Mortgage Lending, Loans, Refinance, Residential Mortgages, Credit, Loan Origination, USDA, VA loans, Credit Analysis, Mortgage Underwriting, Reverse Mortgages, Microsoft Office, Banking
Education
Broward College 1979 — 1981
Library and Information Science
Piper High
Mist and More August 2008 - Present
Mosquitoes and More May 2005 - Present
Pinnacle Financial May 2002 - October 2004
Skills
Marketing Strategy, Graphic Design, Strategic Planning, Account Management, Customer Relations, Engineering, Electrical Engineering, Systems Engineering, Process Engineering, Process Improvement, Customer Service, Project Management, Marketing
Education
University of Central Florida 2000 — 2004
bachelor of science in business, Management
Prospect Mortgage, LLC December 2011 - Present
Covendium July 2010 - November 2011
IMPAC June 2007 - July 2010
Pinnacle Financial 1988 - 2007
Skills
Wealth Management, Debt Restructuring, Mortgage, Debt, Financial Modeling, Small Business, Loans, Credit, Portfolio Management, Valuation, Asset, Refinance, Asset Management, Structuring, Due Diligence, Financial Analysis, Capital Markets
Education
University of Central Florida 1979 — 1982
BSBA, Business Administration/Marketing
University of Central Florida - College of Business Administration 1978 — 1982
BSBA, Marketing/Finance
Windstream Communications May 2014 - Present
Ferreri Search April 2012 - January 2014
SNI Companies June 2008 - April 2012
Robert Half International January 2007 - May 2008
Pinnacle Financial March 2006 - December 2006
Blue Marble Lending February 2005 - March 2006
Skills
Networking, Business Development, Leadership, Building Relationships, Account Management, New Business Development, Sales Management, Team Building, Recruiting, Sales, Negotiation, Sourcing, Permanent Placement, Executive Search, Team Leadership, Training, Temporary Placement, Talent Acquisition, Staff Augmentation, Technical Recruiting, Contract Recruitment, Human Resources, Staffing Services, Temporary Staffing, Customer Service, Contract Negotiation, Employee Benefits, College Recruiting, Hiring, Vendor Management, Project Management, Applicant Tracking..., Start-ups, Internet Recruiting, Sales Process, Talent Management, Cold Calling, Social Networking, SDLC, Benefits Negotiation, Interviews, Employee Training, Passive Recruiting, Sales Trainings, Recruitment/Retention, Full-cycle Recruiting, Salary Negotiation, Customer Relations, Lead Generation, Performance Management
Education
University of South Florida 2000 — 2001
Business Management
Florida State University 1998 — 1999
Business Management
Ft. Walton Beach High School 1995 — 1998
Florida Virtual School August 2015 - Present
Florida Virtual School April 2014 - August 2015
Florida Virtual School October 2012 - April 2014
Florida Virtual School February 2011 - October 2012
Florida Virtual School September 2008 - February 2011
Marriott Vacation Club International January 2008 - August 2008
Nexxus Lighting Inc. September 2007 - January 2008
Pinnacle Financial August 2005 - September 2007
Richard P. Joblove, PA August 2002 - May 2005
Skills
Employee Relations, Human Resources, Recruiting, Customer Service, Applicant Tracking..., Microsoft Office, Onboarding, Outlook, Team Building, Microsoft Excel, PCLaw, ADP Payroll, ADP Payforce, ADP ezLaborManager, ADP E-Time, Abacus, Interviews, New Hire Orientations, Talent Acquisition, Administrative..., E-Learning, Internet Recruiting, Social Networking, HRIS, Employee Benefits, Instructional Design, Leadership, Learning Management, Learning Management..., Lotus Notes, Management, Payroll, PeopleSoft, Personnel Management, Program Management, Staff Development, Temporary Placement, Training
Education
University of Phoenix 2014 — 2016
Bachelor of Arts (B.A.), Project Management
University of Phoenix 2010 — 2012
General Studies
College
Taylor Morrison Home Funding July 2014 - Present
Proficio Bank/ Proficio Mortgage Ventures 2009 - July 2014
Proficio Mortgage Ventures, LLC 2009 - July 2014
Proficio Mortgage Ventures, LLC 2009 - 2012
Premier Mortgage Capital Inc 2007 - 2009
Greenpoint Mortgage Funding, Inc 2004 - 2007
Greenpoint Mortgage Funding Inc 2000 - 2003
Pinnacle Financial 1998 - 2000
Skills
In-depth knowledge of..., VA loans, FHA financing, Mortgage Underwriting, Mortgage Banking, Residential Mortgages, Government Loans, Credit, USDA, Mortgage Lending, Refinance, FHA, Loans, Underwriting, Loan Origination, Credit Analysis, Commercial Lending, Commercial Mortgages, Reverse Mortgages, Real Estate Financing, Certified Mortgage..., Loss Mitigation, Banking, Mortgage Servicing, Finance, Wholesale Lending, Risk Management, Construction Loans, Consumer Lending, HomePath, Credit Risk, Investment Properties, Title Insurance, Due Diligence, USDA Rural Housing, Fannie Mae, RESPA, Insurance, Mortgage Insurance, Post Closing, HAMP, Encompass, FHA Financing, VA Loans
Education
Seminole State College of Florida 1996 — 1997
3.0
Pine Ridge High School 1993 — 1996
High School, 3.5
Citywide Home Loans September 2011 - Present
Premier Mortgage Group May 2006 - September 2011
Pinnacle Financial March 2005 - March 2007
Irwin Mortgage March 2001 - March 2005
Skills
Real Estate Transactions, Loans, Mortgage Lending, Mortgage Banking, FHA, VA loans, First Time Home Buyers, Loan Origination
Education
San Diego State University-California State University 1980 — 1985
BA, Business Finance
ResMac August 2011 - Present
Buckley Advisors April 2011 - August 2011
First Equity Mortgage, Inc April 2008 - August 2010
Pinnacle Financial 2003 - 2006
Radian Guaranty 2001 - 2003
Mortgage Service America/SouthTrust Mortgage 1999 - 2001
SouthTrust Mortgage Corp 1999 - 2001
SouthTrust Bank 1999 - 2001
NVR Mortgage 1991 - 1999
Dominion Bankshares Mortgage 1984 - 1991
Education
Randolph-Macon College 1967 — 1971
BA, Psych
OpenBand Multimedia October 2005 - Present
Pinnacle Financial 2004 - 2005
BAE Systems July 2000 - August 2003
Manhattan College August 1998 - May 2000
New York City Transit May 1999 - August 1999
Scientific Communications May 1998 - August 1998
Skills
Programming Languages, Shell Scripting, SQL, PHP, HTML, XML, CSS, WordPress, drupal, SSL Certificates, IP, RF, Linux, Unix, Server Administration, Mail Server, Postfix, dovecot, RF Engineering, Digital Video, IPTV, QAM, MPEG, Project Management, iOS development, Android Development, Telephony, Asterisk, Network Administration, Networking, Troubleshooting, Entrepreneurship, Marketing, Website Development, Branding
Education
Manhattan College 2001 — 2003
Masters of Science, Electrical Engineering
Manhattan College 1996 — 2000
Bachelor of Science, Electrical Engineering
Primary Residential Mortgage April 2013 - Present
Omega Mortgage, A Div. of Lowell Coop Bank July 2010 - April 2013
MAG Mortgage Corporation February 2009 - November 2010
Flagstar Bank October 2008 - February 2009
CitiMortgage November 2007 - October 2008
Pinnacle Financial March 2007 - November 2007
Skills
FHA, Mortgage Lending, Refinance, Loans, First Time Home Buyers, Investors, Mortgage Banking, USDA, Loan Origination, Commercial Lending, FHA financing, VA loans, Residential Mortgages, Reverse Mortgages, Certified Mortgage..., Sellers, Referrals, Investment Properties, Government Loans, Mortgage Underwriting
Education
University of New Hampshire 1987 — 1990
AAS, Business Management
Pinkerton Academy 1983 — 1987
Basati January 2011 - Present
Trilogy Commercial Lending November 2009 - February 2012
DynaFlow Acceptance LLC September 2009 - February 2012
Trilogy Commercial Lending September 2007 - November 2009
Impac Funding Corporation July 2007 - August 2007
Pinnacle Financial November 1998 - August 2007
Tri-Star Lending Group 2006 - 2007
Smith Pearson Mortgage June 1997 - November 1998
Primerica Financial Services January 1991 - December 1996
Skills
Salesforce.com, Force.com, Sales Management, Consultative Selling, SaaS, Sales Process, Account Management, Strategic Planning, Team Building, New Business Development, B2B, Solution Selling, Process Improvement, Business Strategy, Cloud Computing, B2C, Small Business, Salesforce.com..., Salesforce Administrator, Salesforce.com..., Salesforce.com Certified, Salesforce.com..., Salesforce.com..., Salesforce Training, Salesforce.com System..., Sales Operations, CRM, Selling, Start-ups, Marketing, Leadership, Strategic Partnerships, Lead Generation, Marketing Automation, Networking, Enterprise Software, Professional Services, Sales, Executive Management, Software Industry, Direct Sales, Demand Generation, Management, Business Development, Strategy, Customer Service, Marketing Strategy
Education
Kentucky State University 1983 — 1985
Jewish Federation of Metropolitan Chicago January 2012 - Present
Pinnacle Financial 2001 - January 2012
Time Warner Inc. August 1980 - 1989
Education
Jamieson
Loyola University of Chicago - Graduate School of Business
MBA, Finance
Mather High School
Northern Il University
Bachelor of Science, Fashion Merchandising and Business
Proficio Mortgage Ventures April 2009 - Present
Freedom Mortgage Corp. September 2007 - February 2009
Pinnacle Financial May 2007 - August 2007
Tri Star Lending Group 2002 - 2007
Education
Seminole State College of Florida
State Farm Insurance January 2010 - Present
State Farm Insurance November 2008 - January 2010
JL Epstein Inc. dba Leap Lending June 2001 - December 2008
Mountain View Chamber of Commerce September 2008 - November 2008
Xetus Corporation January 2008 - September 2008
Pinnacle Financial April 2005 - July 2007
First Source Funding Group 2004 - 2005
Skills
Auto and Home Insurance, Life Insurance, Business Insurance, Disability Insurance, Long Term Care Insurance, Mortgage, Banking, Workers Compensation, Retirement Planning, Insurance, Mortgage Lending, Umbrella Insurance, Sales, Property & Casualty..., Commercial Insurance, Financial Services, Business Development, Renters, Loans, Small Business, Homeowners, Underwriting, Whole Life, Account Management, Term Life Insurance, Fixed Annuities
Education
University of Phoenix 1997 — 1999
BS, Business
Mendocino College 1994 — 1997
Business
People's United Bank September 2015 - Present
First Niagara Bank. 617 460 5210 beverley.barnard@fnfg.com August 2013 - August 2015
Admirals Bank August 2012 - August 2013
Residential Mortgage Services, Inc. January 2012 - August 2012
Prospect Mortgage, LLC May 2011 - January 2012
First Eastern Mortgage April 2009 - May 2011
Flagstar Bank August 2008 - April 2009
Citi November 2007 - August 2008
CitiMortgage, Citigroup November 2007 - August 2008
Pinnacle Financial March 2007 - November 2007
Skills
Yachtmaster/Ocean..., Team Building, Mortgage Lending, Loans, Marketing, Selling Skills, Mortgage Banking, Construction Loans, FHA financing, Credit, Loan Origination, Residential Mortgages, Refinance, Underwriting, FHA, Banking, VA loans, Sales, USDA, Reverse Mortgages, Certified Mortgage..., Condos, Government Loans, Investment Properties, Mortgage Underwriting, Real Estate Financing, Consumer Lending, Credit Analysis, Commercial Lending, Home Equity Loans, First Time Home Buyers, Commercial Mortgages, Loan Servicing, Mortgage Servicing, Mortgage Marketing, Loss Mitigation, Real Estate, Credit Risk, Real Estate Economics, Finance, Rates, Commercial Banking, Retail Banking, Non-Conforming, Marketing Management, FHA Financing, VA Loans
Education
Brighton College of Technology 1980 — 1982
The King's School, Canterbury, England 1970 — 1977
The Mortgage Firm January 2007 - Present
Fidelity Funding Mortgage Corp June 2000 - January 2007
Pinnacle Financial July 1994 - March 2000
Skills
FHA, Mortgage Lending, Refinance, Residential Mortgages, Investment Properties, Loans, Real Estate, VA loans, Residential Homes, Foreclosures, Mortgage Marketing, Real Estate Transactions, USDA, First Time Home Buyers, REO, Short Sales, Certified Mortgage..., Mortgage Underwriting, HUD, FHA financing, Real Estate Financing, Credit Analysis, Single Family Homes, Investments, Real Property, Debt Consolidation, Mortgage Banking, Underwriting, Real Estate Economics, Home, Loan Origination, Communication, Professional, Detailed, VA, Mortgage, Finance, Conventional, Mortgage Planning, Purchase, Residential, Mortgage Industry, Conforming, Loan Structuring, Credit, First Time Buyers, Government Loans, FHA Financing, VA Loans
Education
Stetson University 1990 — 1994
Bachelors, Marketing
Premier Home Funding February 2004 - Present
Pinnacle Financial 2002 - 2003
Skills
First Time Home Buyers, Real Estate, Financial Planning, Financial Advice, New Home Sales, Short Sales, Foreclosures, Relocation, Investment Properties, Luxury, Residential, REO, Refinance, Single Family Homes, Move Up Buyers, Mortgage, Loans, First Time Buyers, New Homes, Residential Resale, Mortgage Lending, VA loans, Funding, Strategic Financial..., Selling, Commercial Real Estate, Residential Homes, Real Property, Real Estate Transactions, Referrals, Finance, Entrepreneurship, Investments, FHA, Condos, Real Estate Economics, Real Estate Financing, Financial Advisory, Residential Mortgages, Mortgage Banking, Loan Origination, Brokerage, Sales
Education
University of Florida - Warrington College of Business Administration 1997 — 2001
BS, Finance and Economics
Coastal Federal Credit Union January 2009 - Present
Walker Jackson Mortgage Corporation January 2008 - December 2008
Pinnacle Financial June 2007 - December 2007
Wells Fargo Home Mortgage March 2005 - June 2007
HFC January 2004 - February 2005
Skills
Refinance, Real Estate, Mortgage Lending, Loans, Credit, First Time Home Buyers, Salesforce.com, Loan Origination, Banking, FHA, Customer Service, Leadership, Referrals, Sales, Consumer Lending, Management, Credit Unions, New Business Development, Selling, Team Building, Investment Properties, Finance, Business Development
Education
North Carolina State University 1999 — 2003
BA, Mass Communications
Altegra Health August 2015 - Present
The Call Center Consultancy October 2014 - August 2015
Getinsured September 2011 - October 2014
Cumulus Media August 2010 - August 2011
TLC Marketing USA March 2007 - July 2010
Progressus / Educate, Inc. February 2005 - December 2006
Pinnacle Financial May 2003 - December 2004
JPMorgan Chase Mortgage March 2000 - April 2003
Sturner & Klein May 1997 - April 2000
New England Telephone/NYNEX January 1990 - April 1997
Skills
Strategy, Lead Generation, Leadership, Business Development, Call Centers, CRM, Account Management, Outsourcing, Sales, Management, Strategic Planning, Sales Management, Call Center, B2B, Salesforce.com, Recruiting, Entrepreneurship, Workforce Management, Contact Centers, Management Consulting, Team Management, P&L Management, Onboarding, SEM, Strategic Leadership, Operations Management, Consulting, Selling, SaaS, New Business Development, Customer Service, Sales Operations, Customer Satisfaction, Start-ups, Vendor Management, Cross-functional Team..., Sales Process, Enterprise Software, Direct Sales, Human Resources, Call Center Development, Call center start-up, Team Building, Customer Service..., Inside Sales, Telesales
Education
Bryant University
Bachelor of Science (BS), Business Administration and Management, General
GHS
Smith Roberts Land Services, Inc. March 2006 - Present
Vista Mortgage Company May 2005 - March 2006
Countrywide Full Spectrum Lending December 2004 - May 2005
Pinnacle Financial October 2004 - December 2004
Claymore LLC July 1998 - July 2003
Century 21 August 1992 - June 1994
Skills
Negotiation, Relocation, Procurement, Strategic Planning, Change Management, Risk Mitigation, Arbitration, Abstracting, Resource Management, Land, Contract Negotiation, Due Diligence, Real Estate, Process Improvement, Contract Management, Construction, Team Building, Budgeting, Customer Relations, Problem Solving, Project Planning, Risk Management, Analysis, Management Consulting, Project Portfolio..., Asset Management, Operations Management, Scheduling, Compliance, Accountability, Purchase, Process Engineering, Land Acquisition, PMP, Program Management, Vendor Relations, Contract Negotiations, Planning, Mentoring, Business Analysis, Outsourcing, Real Estate Development, Project Execution, Cost Management, Project Coordination, Business Management, Scope Management, Business Process..., Team Leadership, Team Management
Education
International Right of Way Association 2006 — 2012
R/W-RAC, Relocation Assistance
International Right of Way Association 2006 — 2011
SR/WA, Senior Right of Way Professional
International Right of Way Association 2006 — 2011
R/W-NAC, Negotiations & Acquisiations
Project Management International 1981 — 2009
PMP, Project Management
Texas State University-San Marcos 2001 — 2001
Underwater Archeologist
Dallas Baptist University 1976 — 1978
Bachelor of Science, Philosophy
Texas A&M University 1969 — 1971
Science
Eastern New Mexico University 1969 — 1969
Science
Autodesk February 2012 - Present
Magma Design Automation February 2010 - February 2012
Mentor Graphics March 2004 - February 2010
Monterey Design Systems January 2001 - December 2003
IndigoVision LTD December 1999 - November 2000
Zapex Research / Brother Industries May 1998 - February 2000
RMX Technology, Inc October 1996 - February 1998
Acclaim Technology February 1995 - November 1996
Pinnacle Financial October 1992 - February 1995
Mentor Graphics November 1990 - October 1992
Skills
Major Accounts, Sales Process, Enterprise Software, ASIC, EDA, IC, Business Development, Semiconductors, Strategy, SoC, Product Management, Product Marketing, Sales, Sales Operations, Solution Selling, SaaS, Strategic Partnerships, Start-ups, Management, Go-to-market Strategy, CRM, Product Development, Cross-functional Team..., Wireless, Business Alliances, Cloud Computing, Competitive Analysis, Salesforce.com, Channel Partners, Product Lifecycle..., Direct Sales, Professional Services, Complex Sales, Sales Enablement, Software Industry, Partner Management, International Sales, Demand Generation, Pre-sales, Selling, Mobile Devices, Key Account Management, Account Management, Marketing, Sales Management, Leadership
Education
DeVry Institute Technology 1979 — 1982
BSEE, Electronics Engineering
DeVry University Phoenix 1979 — 1982
Bachelors, EE
Better Homes GA Properties August 2004 - Present
United Funding Mortgage Corp July 2005 - June 2010
AHM Mortgage January 2004 - July 2004
Pinnacle Financial February 2002 - September 2003
ReMax Communities January 2001 - April 2002
Lenders Associates Corp March 1991 - July 2000
Skills
Mortgage Lending, Real Estate, Small Business, Financial Analysis, Finance, Negotiation, Insurance, New Business Development, Residential Homes, Sales Management, Risk Management, Investment Properties, Business Planning, Auditing, Sellers, Due Diligence, Banking, Credit, Investments, Underwriting, Selling, Management, Tax, Mergers & Acquisitions, Residential Mortgages, Asset Management, Leadership, Business Development, Forecasting, Marketing, Budgets, Training, Contract Negotiation, Loans, Accounting, Investors, Strategy, Financial Reporting, Referrals, Strategic Financial..., Business, FHA, Financial Modeling, Cash Flow, Valuation, Executive Management, Brokerage, Team Building, Analysis, Commercial Real Estate
Education
Strayer University 2009 — 2011
MBA, Accounting
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1985
Bachelor of Science, Accounting
SunTrust Bank June 2008 - Present
Mortgage Now Inc. 2013 - 2014
Premier Mortgage January 2008 - April 2008
Premier Mortgage Capital, Inc. 2008 - 2008
Pinnacle Financial June 2001 - December 2007
Education
Syracuse University 1993 — 1997
Curry College 1991 — 1993
LHS 1988 — 1991
OpenClose Mortgage Software June 2011 - Present
Ovation7 September 2007 - June 2011
Pinnacle Financial April 2003 - September 2007
Bank One November 1998 - March 2003
Mellon Bank March 1991 - October 1998
Skills
Mortgage Lending, Sales, Mortgage Banking, Personnel Management, Employee Training, Loan Origination, Loans, Leadership, Management, Strategic Planning, Business Development, Credit, Sales Management, Banking, SaaS, Marketing, B2B, Selling, Solution Selling, Negotiation, Residential Mortgages, Social Media Marketing, Underwriting, New Business Development, Account Management, Real Estate, Outsourcing, Executive Management, Customer Service, Sales Process, Portfolio Management, Salesforce.com, Direct Sales, Credit Analysis, Risk Management, Business Planning, Valuation, Loss Mitigation, Team Building, Business Intelligence, Strategic Partnerships, Financial Services, Relationship Management, Integrated Marketing, Contract Negotiation, Pricing, CRM, Commercial Lending, Loan Servicing, P&L Management
Education
Susquehanna University 1986 — 1991
BA, Economics
Bishop Eustace 1982 — 1986
KoreLogic, Inc. December 2005 - Present
American Management Systems 2002 - 2004
Meta Security Group 2000 - 2002
Unisys 1996 - 2000
Pinnacle Financial 1993 - 1996
Andersen Consulting 1991 - 1993
U.S. Air Force 1986 - 1991
Skills
Risk Assessment, ISO 27001, Information Security..., Physical Security, Security Management, Security Audits, CISSP, Security Awareness, Governance, PCI DSS, IDS, IT Strategy, Information Security, Vulnerability Assessment, Computer Security, Identity Management, Risk Management, Incident Response, Virtualization, Security Policy, Integration, Business Continuity, Penetration Testing, Information Technology, Network Security, Security Architecture..., Information Assurance, Disaster Recovery, Firewalls, Intrusion Detection, Program Management, Executive Management, Strategic Planning, Leadership, Analysis, Vulnerability Management
Education
Northern Arizona University-The W. A. Franke College of Business 1982 — 1986
B.S., Computer Information Systems
Krex, Inc May 2015 - Present
Krex, Inc. March 2009 - May 2015
KREX December 2006 - March 2010
Pinnacle Financial April 2006 - December 2006
Saint-Gobain Abrasives February 2006 - April 2006
Saint-Gobain Abrasives December 1998 - February 2006
Saint-Gobain Abrasives January 1996 - December 1998
Southwestern Company May 1992 - August 1995
Skills
New Business Development, Sales, Sales Operations, Strategic Planning, Customer Retention, Profit, Marketing, Sales Management, Direct Marketing, Account Management, Brand Management, Marketing Strategy, Negotiation, Advertising, Team Building, Product Development, B2B, Business Planning, Automotive, Customer Satisfaction, Direct Sales, Cold Calling, Automotive Aftermarket, Retail, Leadership, Product Management, Selling, Social Media Marketing, Social Marketing, Customer Experience, Customer Engagement, Generating Revenue, Lifetime Value, Vehicles, Inventory Management, Management, Market Planning, Competitive Analysis, Salesforce.com, Automobile, Training, Sales Process, Sales Presentations, Business Development, Lead Generation, Dealers, CRM, Marketing Management, Product Marketing, Selling Skills
Education
Ball State University - College of Business 2002 — 2004
MBA, Marketing, Operations, 3.98 GPA
Indiana University Bloomington 1991 — 1995
BS, Business Marketing
Security State Bank & Trust January 2014 - Present
Security State Bank & Trust November 2006 - Present
Pinnacle Financial June 2005 - November 2006
Skills
Mortgage Lending, Loan Origination, FHA, Refinance, Residential Mortgages, Reverse Mortgages, VA loans, USDA, FHA financing, Credit, Credit Analysis, Customer Service, First Time Home Buyers, Loans, Mortgage Banking, Mortgage Underwriting, Residential Homes
Education
St. Edward's University 1989 — 1995
Finance and Business
Llenrock Group, LLC March 2014 - Present
Clear Point Funding October 2011 - March 2013
Bank of America March 2011 - November 2011
Proficio Mortgage Corp May 2009 - April 2010
Pinnacle Financial January 2001 - January 2009
Southern Trust Mtg January 1998 - January 2001
First Home Mortgage Corp January 1995 - January 1998
Sears Mortgage Corp January 1991 - January 1994
Skills
Account Management, Banking, Credit, Customer Service, FHA, Finance, Fundraising, Leadership, Loans, Marketing, Mortgage Banking, Mortgage Lending, New Business Development, Real Estate, Refinance, Risk Management, Sales, Short Sales, Strategic Planning, Team Building, Loan Origination, Investments, Commercial Real Estate, Investment Properties, Financial Analysis, Financial Structuring, Real Estate Economics, Underwriting, Real Estate Financing, Real Estate Transactions, Negotiation, Commercial Lending, Due Diligence, Real Estate Development, Asset Management, Property Management, Executive Management, Credit Risk, Relationship Management, Business Development, Capital Markets, Financial Modeling, Contract Negotiation, Commercial Banking, Strategic Financial..., Strategic Partnerships, Management, Mergers & Acquisitions, Valuation, Investors
Education
University of Maryland College Park
BA, Government and Politics
Delbarton
Prospect Mortgage, LLC March 2013 - Present
Freddie Mac August 2011 - March 2013
National Fidelity Mortgage June 2010 - August 2011
First Guaranty Mortgage Corp October 2009 - June 2010
First Alliance Mortgage Company February 2008 - October 2009
Countrywide Bank June 2007 - February 2008
CTX Mortgage June 2004 - June 2007
Pinnacle Financial May 1998 - June 2004
GreenPoint Bank May 1996 - May 1998
Skills
Mortgage Banking, FHA, Loans, Mortgage Lending, Banking, Customer Service, Financial Risk, First Time Home Buyers, Loan Origination, Real Estate, Risk Management, Selling, Underwriting, Credit, Mortgage Underwriting, Investors, Sales
Education
St. Mary's College of Maryland 1987 — 1989
Bachelor of Science, Economics
Home Lending Source Branch ManagerRepublic Mortgage Home LoansJuly 2013 - Present
Pinnacle Financial 2000 - 2008
Skills
VA loans, Mortgage Lending, Mortgage Banking, FHA, Refinance, Loan Origination, USDA, First Time Home Buyers, Residential Mortgages, Reverse Mortgages
Education
University of South Florida 1982 — 1986
BS, Political Science
CEP Logic March 2008 - Present
Pinnacle Financial November 1998 - February 2008
Convergys October 1996 - November 1998
Skills
Security, SQL, Databases, Microsoft SQL Server, Penetration Testing
Education
Valencia College 1996 — 1998
AS, Computer Programming
Florida Southern College 1980 — 1982
AA, Education
Furman University 1975 — 1979
BA, Poli-Sci and Education
Corinthian Colleges November 2009 - September 2011
Everest Institute 2008 - September 2009
Thomas Properties Group December 2006 - September 2008
Pinnacle Financial March 2005 - December 2005
Southern Careers Institute August 2001 - December 2005
State of Texas January 1994 - January 2001
Skills
Workshop Facilitation, Human Resources, Analysis, Teaching, Training, Customer Retention, Public Speaking, Coaching, Customer Service, Administrative..., Outlook, Event Planning, PowerPoint, Microsoft Office, Microsoft Excel, Editing, Writing, Community Outreach, Event Management, Strategic Planning, Public Relations, Management, Nonprofits, Budgets, Employee Relations, Policy, Leadership, Career Counseling, Leadership Development, Retaining Customers, Team Building, Recruiting, Staff Development, CampusVue, Student Financial Aid, Campus, Higher Education, Research, Enrollment Management, Student Recruiting, Admissions, Career Development, Student Affairs
Education
University of Alabama at Birmingham 1987 — 1994
Industrial & Organizational Psychology
PrimeLending September 2008 - Present
NEFBA & SMC 2011 - 2011
CTX Mortgage September 2004 - September 2008
Pinnacle Financial January 2000 - May 2004
Florida HomeLoan 1994 - 1996
Skills
Speaking Engagements, Sales Management, First Time Home Buyers, Mortgage, First Time Buyers, Credit, FHA, Residential, Loans, Home, Refinance, Mortgage Lending, Condos, Purchase, Real Estate, Investment Properties, Short Sales, Foreclosures, VA, USDA, Conventional, Team Building, Marketing Strategy, Public Speaking, Online Marketing, New Business Development, New Home Sales, Referrals, Customer Relations, Problem Solving, Social Media, Mortgage Banking, Mortgage Industry, Loan Origination, Single Family Homes, Residential Mortgages, Construction, Banking, Customer Service, Residential Homes, Mortgage Underwriting, FHA financing, Government Loans, Construction Loans, Reverse Mortgages, Sellers, Non-Conforming, Real Estate Financing, HUD, Investors
Education
University of North Florida 1990 — 1994
BBA, Marketing
Andrew Jackson High School
Platinum Home Mortgage October 2007 - Present
Pinnacle Financial March 2005 - October 2007
Irwin Home Mortgage September 2000 - March 2005
Irwin Mortgage Corporation 2000 - 2005
American City Mortgage Corp July 1983 - September 2000
Mortgage Center Corp December 1980 - July 1983
Skills
Mortgage Banking, Mortgage Lending, Loans, Credit, Banking, Underwriting, Credit Analysis, Sales Management, Real Estate, Risk Management, Strategic Planning, Loan Origination, Investments, Residential Mortgages, FHA financing, FHA, Sales, Credit Risk, Management, Finance, Financial Analysis, Executive Management, Mortgage Underwriting, Real Estate Economics, Leadership, VA loans, Refinance, USDA, Commercial Lending, Portfolio Management, Investment Properties, Business Development, Team Building, First Time Home Buyers, Investors, Loan Servicing, Consumer Lending, Small Business Lending, Construction Loans, Loss Mitigation, Certified Mortgage..., Commercial Mortgages, Mortgage Servicing, Reverse Mortgages, Real Estate Financing
Education
San Diego State University-California State University 1978 — 1980
BS, Management
Harbor College 1976 — 1978
AA, Business Administration and Management, General
Smouse Productions January 1990 - Present
KOOP 91.7 FM November 2007 - Present
U.S. Department of the Treasury January 2010 - Present
KOOP 91.7 FM October 2009 - November 2011
Allied Barton 2008 - 2009
Alexandria Volunteer Bureau November 2004 - July 2006
Pinnacle Financial August 2001 - August 2004
Lasso Records January 1996 - December 2000
Calvert Group January 1987 - July 1995
Skills
Event Planning, Strategic Planning, Public Speaking, Social Media, Management, Customer Service, Project Management, Sales, Radio, Public Relations, Executive Management, Team Building, Training, Marketing, Negotiation, Social Networking, Music, Program Management, Broadcast
Education
University of Maryland College Park
Bachelor of Science, Business Management & Administration
Lewis International School
Diamond Resorts International (formerly Tempus Resorts International) September 2007 - Present
Pinnacle Financial 2003 - 2007
Skills
Employee Relations, Human Resources, FMLA, HRIS, ADP Payroll, Employee Benefits, Performance Management, Payroll, Organizational..., Coaching, Benefits Administration, Team Building, Leadership Development, Change Management, Employment Law, Training, Recruiting, Customer Service, Strategic Planning, Interviews, Management, New Hire Orientations, Conflict Resolution, Onboarding
Education
University of Central Florida - College of Business Administration 1999 — 2003
Bachelor of Business Administration (B.B.A.), Human Resources Management
Cadence Bank, N.A. November 2009 - Present
Lowenstein and Associates, P.C. July 2009 - November 2009
Pinnacle Financial October 2004 - May 2009
The Right Bank for Texas March 2002 - October 2004
Amegy Bank/Southwest Bank of Texas July 1990 - March 2002
Skills
Loan Operations, Credit, Real Estate, Project Implementation, Software Project..., Project Coordination, Software Quality..., Software Training, Title Insurance, Compliance, Technical Writing, Technical Documentation, Construction Loans, Construction Documents, Construction Management, Risk Management, Commercial Lending, Small Business Lending, Commercial Banking, Credit Risk, Hands-on Training, Loan Origination, Mortgage Banking, Commercial Mortgages, Due Diligence, Banking, Change Management, Financial Analysis, Financial Risk, Financial Services, Leadership, Lines Of Credit, Management, Mergers & Acquisitions, Software Documentation, Underwriting, Submittals, Mortgage Lending
Education
Lamar University
Accounting, Business
Texas Capital Bank July 2010 - Present
The Stonehill Group, Inc September 2009 - August 2010
Freddie Mac November 2008 - August 2009
JpMorgan Chase July 2007 - November 2008
Pinnacle Financial 2005 - 2007
Ocwen July 2004 - October 2005
Ivanhoe Financial February 2002 - July 2004
Park Avenue Group 1999 - 2001
Skills
Underwriting, Credit Risk, Compliance, Risk Management, Operational Risk, Counterparty Risk, Mortgage Quality Control, Mortgage Fraud..., Mortgage Lending, Fraud, Risk Analysis, Enterprise Risk..., Residential Mortgages, Credit, Loss Mitigation
Education
University of Central Florida 1995 — 1999
B.A., History
Digital Risk August 2009 - Present
Taylor, Bean & Whitaker September 2007 - May 2010
Pinnacle Financial April 2002 - August 2007
Space Coast Credit Union April 2001 - March 2002
Taylor, Bean & Whitaker January 1998 - March 2001
United States Air Force December 1989 - November 1999
Skills
Loans, Mortgage Lending, FHA, Mortgage Banking, Loss Mitigation, Loan Origination, Mortgage Servicing
Education
University of Alaska Fairbanks 1990 — 1993
General
Dunnellon High School 1984 — 1988
Wells Fargo Home Mortgage September 2007 - Present
Pinnacle Financial 2003 - 2007
Tri-Star Lending Group 2002 - 2007
Education
Seminole State College of Florida
Wells Fargo August 2011 - Present
FCE Bank of Ireland Group May 2007 - August 2011
Pinnacle Financial October 2002 - May 2007
Education
University of Central Florida 1998 — 2002
BS, Business Administration - MIS
IPC Technologies January 2011 - Present
Verizon June 2008 - March 2010
Pinnacle Financial January 2003 - April 2005
Pinnacle Financial 2003 - 2005
Pinnacle Financial 2003 - 2005
Avaya 1979 - 2002
Education
University of Maryland College Park 1975 — 1978
BS, Marketing
University of Maryland College Park
Bachelor of Science, Marketing
Federal Trust Bank June 2008 - Present
Premier Mortgage Capital February 2008 - April 2008
Impac Funding June 2007 - December 2007
Pinnacle Financial August 2004 - June 2007
Pinnacle Financial March 1993 - August 2003
Education
University of Florida 1977 — 1980
B.S., Journalism and Communications
Florida State University 1976 — 1977
Round Circle Agency 2011 - Present
Action Products International, Inc. October 2007 - 2010
Pinnacle Financial June 2006 - September 2007
Hope and Help Center of Central Florida, Inc. October 2002 - October 2003
Heart of Florida United Way January 2001 - February 2002
NuVox Communications April 2000 - December 2000
Winter Park Public Library December 1997 - March 2000
Central Florida Council Boy Scouts July 1990 - November 1997
Skills
Marketing Communications, Product Development, Public Relations, Internal & External..., Event Planning, Event Management, Press Releases, Advertising, Media Relations, Marketing Strategy, Social Media Marketing, Brand Management, Marketing, Publicity, Newsletters, Social Media, Direct Marketing, Leadership, Strategic Planning
Education
University of Central Florida
BA, Communication, General
University of Central Florida
Pinnacle Financial October 2000 - Present
Williamson County Chamber of Commerce October 2012 - December 2013
One Williamson One Chamber September 2011 - September 2012
Brentwood Cool Springs Chamber of Commerce January 2010 - December 2010
Skills
Loans, Mortgage Lending, Credit, Portfolio Management, Commercial Lending, Banking, Sales Management
Education
Belmont University 1985 — 1987
BBA, Marketing
Golden Empire Mortgage, Inc. February 2010 - Present
The Bank of New York May 2009 - February 2010
Insure Now November 2008 - May 2009
Homecomings Financial June 2005 - December 2007
Pinnacle Financial September 2001 - May 2005
Education
Cerritos College
General Education
Pinnacle Financial 1995 - Present
Cedar Rapids, Iowa May 2000 - June 2007
Skills
Strategic Planning, Portfolio Management, Customer Relations, Credit Portfolio..., Financial Analysis, Credit Analysis, Customer Negotiations, Collections, Loan Modifications, Loan Structuring, Loan Servicing, Loan Documentation, Commercial Lending, Leasing, Equipment Finance, Liquidation, Cash Management, Market Research, Marketing Strategy, Market Analysis, Marketing Communications, Product Marketing, Construction Estimating, Construction Drawings, construction planning, Construction Loans, Construction Documents, Cost Estimating, Budgeting, Construction Law, Construction Supervision, Construction Safety, Equipment Management, Sales Support, Inside Sales, Direct Sales, Project Finance, Trade Finance, Credit Risk, Credit, Real Estate Financing, Financial Structuring, Finance, Negotiation, Executive Management, Analysis, Accounting, Small Business, Debt Consolidation, Loans
Education
Kirkwood Community College
Construction Estimating & Management
University of Iowa
Bachelor of Business Administration (BBA), Finance & Marketing
Right Path Pain and Spine Center December 2010 - Present
LSQ Funding May 2008 - September 2010
Impac Funding Corp June 2007 - February 2008
Pinnacle Financial August 2004 - May 2007
Ocwen May 2001 - July 2004
Education
Keiser University-Ft Lauderdale 2010 — 2011
AS, Medical Assisting
University of Central Florida 2000 — 2007
BA, Psychology
CliftonLarsonAllen November 2014 - Present
Trilogy Commercial Lending, Pinnacle Companies February 2008 - September 2008
Trilogy Commercial Lending 2008 - 2008
Pinnacle Financial November 2001 - September 2007
Education
Valencia College 2001 — 2003
Business
Seminole State College of Florida
Nursing
Neilsen Company June 2015 - Present
J.P. Morgan October 2006 - April 2015
JP Morgan Chase February 2010 - February 2013
JPMorgan Chase Bank October 2006 - February 2010
Pinnacle Financial February 2004 - October 2006
JPMorgan Chase August 1998 - March 2003
Kohl's Department Stores February 1995 - December 1997
Walt Disney World November 1991 - January 1995
Skills
Instructional Design, Needs Analysis, ADDIE, Training, E-Learning, Learning Management, Instructor-led Training, Learning Management..., Organizational..., Project Management, Customer Service, Leadership Development, Training Delivery, Team Building, Blended Learning, Employee Training, Human Resources, Management, Leadership
Education
Full Sail University 2008 — 2009
Master of Science, Education Media Design and Technology
Berry College 1986 — 1989
BA, Public Relations/Business Administration
Tarpon Springs High School 1981 — 1986
Diploma
Northrop Grumman July 2007 - February 2013
Information Innovators Inc. (Triple-i) 2013 - 2013
3001 Inc 2007 - 2008
Pinnacle Financial 2006 - 2007
SOC Enterprises August 2000 - 2006
Alexandria Black History 2003 - 2005
Skills
HRIS, Human Resources, Benefits Administration, Payroll, Employee Relations, Employee Engagement
Education
Howard University 1993 — 1995
Theatre Education
George Mason University
Certificate, HR Management
T. C. Williams High School
Rosedale Technical College May 2011 - Present
Confluence Productions 2010 - Present
Rosedale Technical College May 2010 - May 2011
Comdata Corp. 2008 - 2010
pinnacle financial 2006 - 2007
Skills
Direct Marketing, Marketing, Email Marketing, Customer Service, Sales Operations, Public Relations, Social Media Marketing, Newsletters, Facebook, Advertising, Account Management, Social Media, Management, Marketing Communications, Leadership, Strategic Planning, Salesforce.com, Public Speaking, Budgets, Team Building, Sales, New Business Development
Education
University of Pittsburgh 2014 — 2015
Master of Business Administration (M.B.A.), EMBA 42
Middle Tennessee State University 2001 — 2005
B.B.A., Marketing
University of Pittsburgh
INTL FCStone Inc. February 2014 - Present
INTL FCStone Inc. April 2013 - Present
International Assets Holding Corporation 2008 - Present
North American Clearing 2007 - 2008
Pinnacle Financial 2004 - 2007
Skills
Finance, Financial Analysis, VBA, Valuation, Microsoft Excel, SQL, Process Improvement, Statistics, SSRS, Data Analysis, Capital Markets, Financial Services, Bloomberg, FINRA, Equities, SSAS 2008, Workflow, Data Mining, Access Database, Accounting, Information Systems, Financial Risk, Bloomber Certified, Series 7, Series 63, Series 55, Series 24, Series 27, Security Valuation, INTJ, Green Belt, Yellow Belt
Education
Stetson University 2010 — 2012
MBA, Finance, 3.95
University of Natal 1999 — 2003
Bachelor Of Commerce, Finance, Economics & Management
Allstate November 2014 - Present
Farmers Insurance December 2009 - December 2011
Bank of America 2008 - 2009
Wells Fargo Home Mortgage 2006 - 2008
Pinnacle Financial 2003 - 2006
Norwest Mortgage 1983 - 2003
Wells Fargo Home Mortgage 1983 - 2003
Pima Savings and Loan 1981 - 1983
Skills
VA, Mortgage Banking, Refinance, FHA financing, Coaching, Training &..., Subprime, Sales Presentations, Business Planning, Budgeting, P&L responsibility, Insurance, Mortgage, Mortgage Lending, Loans, Loan Origination, Underwriting, Residential Mortgages, FHA, Credit, Consumer Lending, Cold Calling, Profit & Loss Management, Purchase, Mortgage Industry, Sales Management, Conforming, Conventional, Banking, Reverse Mortgages, Rates, Building Relationships, VA loans, Hiring, Branch Banking
Education
Northern Arizona University-The W. A. Franke College of Business 2014 — 2016
Bachelor of Business Administration (BBA), Business Administration and Management, General
Coconino Community College 2011 — 2014
AA, Psychology
Willcox High School 1967 — 1971
Elrod Group, LLC June 2014 - Present
Gateway Funding April 2014 - June 2014
Mason Mortgage Advisors February 2011 - March 2014
Spectra Painting July 2009 - July 2012
Pinnacle Financial September 2007 - July 2008
Ace Mortgage Funding January 2007 - September 2007
Advantage Mortgage Consulting February 2004 - December 2006
Skills
Mortgage Banking, FHA, USDA, Residential Mortgages, VA loans, Commercial Mortgages, First Time Home Buyers, Investment Properties, Loan Origination, Mortgage Lending, Refinance, Banking
Education
Columbia College Chicago
St. Louis Community College
JPMorgan Chase & Co. February 2015 - Present
JP Morgan Chase July 2007 - Present
JPMorgan Chase January 2013 - February 2015
Pinnacle Financial May 2004 - July 2007
Wachovia February 1996 - January 2004
First Nationwide Mortgage 1989 - 1992
Skills
Mortgage Lending, Mortgage Underwriting, Mortgage Banking, Underwriting, Loans, Credit, Loan Origination, Risk Management, Banking, Credit Risk, Financial Risk, Operational Risk, Portfolio Management, Process Improvement, Residential Mortgages, Strategic Planning, Financial Analysis, Due Diligence, Loss Mitigation, Quality Assurance, Financial Services
Education
California State University-Sacramento 2001 — 2004
Bachelor's degree, Anthropology
Clarkson University 1986 — 1988
Economics and Finance
Eagle Tech September 2013 - Present
Inscope Intl. - Freddie Mac (Consultant) September 2011 - September 2013
Pacific Union Fincancial February 2011 - September 2011
Solutions Realty Group October 2008 - September 2011
HOPE Inc April 2010 - April 2011
CitiFinancial October 2007 - October 2008
Impac Lending June 2007 - October 2007
Pinnacle Financial February 2007 - June 2007
WMC Mortgage (GE Money) 2004 - 2007
SMS Title & Escrow 1995 - 2005
Skills
Short Sales, Sales, Real Estate, FHA, First Time Home Buyers, Mortgage Lending
Education
The George Washington University 1999 — 2001
Web and Network Management
Georgetown University
Business Administration
Northern Virginia Community College 1995 — 1997
University of Delaware September 2011 - Present
Pinnacle Financial May 2014 - August 2014
Ahmuty, Demers, and Mcmanus June 2010 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of Delaware 2011 — 2015
Bachelor’s Degree, Finance, General
South Side High School
Nicholls State University Legal SecretaryAlliance Title, LLCMarch 2006 - December 2009
Pinnacle Financial August 2005 - March 2006
Teche Federal Bank June 2003 - July 2004
Express Title, LLC May 1999 - May 2000
Louisiana Mortgage Lenders July 1997 - May 1999
Education
Nicholls State University 2009 — 2012
Business Admin.
Central Lafourche High 1990 — 1991