Private Bank of Buckhead
Address: 3565 Piedmont Rd NE, Atlanta, GA 30305 Hours: Closed ⋅ Opens 9AM Mon SundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (404) 264-7979Place name: Website: : : : Category: : : : Website: http://www.privatebankofbuckhead.com/ Category: Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a questionPopular times Sundays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place.Closed Sundays—pick another day : 12a3a6a9a12p3p6p9p12a3a6aPlan your visitClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on FridaysPeople typically spend 15 min here Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Private Bank of Buckhead Posting publicly on the Web Write a review Reviews 4 Google reviews
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Private Bank of Buckhead Employees
Summit Funding Advisors July 2015 - Present
Georgia Commerce Bank March 2014 - Present
Private Bank of Buckhead September 2010 - March 2014
Upshaw Lending Professionals, LLC August 1998 - September 2010
Skills
REO, Credit, Real Estate, Loans, Banking, Short Sales, Mortgage Lending, Foreclosures, USDA, Refinance, FHA, Underwriting, Mortgage Banking, Estate Planning, Investment Properties, Commercial Lending, Residential Mortgages, Loan Origination, VA loans, Investments, Real Estate Financing, Real Estate Economics
Education
The University of Georgia 1974 — 1978
Innovations Fcu July 2013 - Present
Private Bank of Buckhead March 2010 - April 2013
State Bank and Trust (formerly The Cobb Community Bank) 2008 - 2010
Regions Bank/Georgia 2003 - 2008
First Guaranty Bank and Trust Company 2001 - 2003
Florida Baptist Credit Union 1999 - 2001
Regions Bank/Florida (formerly Security Federal Savings Bank) 1988 - 1994
Skills
Loans, Customer Service, Cross Selling, Customer Satisfaction, Branch Banking, Banking, Building Relationships, Team Building, Management, Sales, Leadership, Training
Education
Tallahassee Community College 1979 — 1981
Associates Degree, Business
Amos P Godby High School 1975 — 1979
High School diploma
Private Bank of Buckhead December 2013 - Present
Commerce Group 1, LLC October 2010 - Present
Insight Card Services October 2011 - October 2013
Brightpath October 2010 - October 2011
Rasmus Real Estate Group September 2007 - October 2010
CosmoLava June 2004 - November 2009
Mazzy's Sports Bar and Grill May 2002 - September 2006
Skills
Travel Arrangements, Administrative..., Office Management, Office Administration, Executive Support, Outlook, Calendars, Calendaring, Confidentiality, File Management, Expense Reports, Executive..., Executive Level..., Concur, Spreadsheets
Education
Kennesaw State University 2001 — 2005
Bachelor's Degree
Private Bank of Buckhead October 2014 - Present
CBC National Bank September 2010 - October 2014
Lenox Financial Mortgage 2005 - 2011
Everlast Worldwide 2004 - 2005
Liz Claiborne September 1989 - February 1998
Hanesbrands Inc. September 1978 - February 1983
Skills
Investment Properties, Sales Management, Mortgage Lending, Loans, Sales, Refinance, Loan Origination, Mortgage Banking, Residential Mortgages, USDA, FHA, First Time Home Buyers, Reverse Mortgages, Credit, Real Estate, FHA Financing, VA Loans, Credit Analysis, Mortgage Industry, Banking, Residential Homes, Real Estate Financing, Finance, New Business Development, Underwriting, Foreclosures, Commercial Lending, Mortgage Underwriting, Consumer Lending, Construction Loans, REO, Strategic Planning
Education
Indiana State University 1969 — 1973
Bachelor of Science (BS), B+
NYU
Master's certificate
Private Bank of Buckhead January 2014 - Present
BrightPath Mortgage / Terrace Mortgage April 2011 - December 2013
BrightPath Mortgage LLC January 2008 - May 2011
Lenox Financial Mortgage February 2004 - February 2008
Prudential Bank August 1998 - January 2004
Skills
Home, Retail, Rates, Options, Mortgage Lending, Referrals, Residential Homes, Loan Origination, Real Estate, Management, Certified Mortgage..., Funding, Banking, Residential Mortgages, FHA, USDA, VA loans, FHA financing, Mortgage Banking
Education
University of New Hampshire 1989 — 1993
BA, Communications/Political Science
Wilbraham & Monson Academy 1984 — 1989
Private Bank of Buckhead August 2015 - Present
BBVA Compass November 2014 - July 2015
Bank of North Georgia April 2013 - July 2014
Bank of North Georgia March 2006 - July 2014
Riverside Bank August 1997 - March 2006
Milton National Bank April 1994 - August 1997
Skills
Sales Management, Production Management, Change Management, Team Motivator, Banking, Commercial Lending, Leadership, Production Managment, Management, Credit, Loans, Portfolio Management, Credit Analysis, Commercial Banking, Retail Banking, Risk Management, Credit Risk
Education
University of Georgia - Terry College of Business 1980 — 1984
Bachelor of Business Administration (B.B.A.), Finance, General
First Citizens Bank April 2013 - Present
TrustAtlantic Bank November 2008 - April 2013
Private Bank of Buckhead October 2006 - October 2008
Education
University of Georgia - Terry College of Business 1998 — 2002
BBA, Marketing
Private Bank of Buckhead May 2015 - Present
Access to Capital for Entrepreneurs February 2015 - Present
Swilling Underwriting Services, LLC June 2014 - Present
Access to Capital for Entrepreneurs September 2013 - August 2014
SCBT August 2005 - September 2013
Northeast Georgia CASA October 2010 - July 2013
Skills
Banking, Credit, Customer Service, Microsoft Office, Credit Analysis, Loans, Financial Analysis, Underwriting, Commercial Lending, Coaching, Team Building, Team Leadership, Strategic Planning, Mortgage Lending, New Business Development, Sales Management, Small Business Lending, Consumer Lending, Budgets, Microsoft Excel, Sales, Lines Of Credit, Risk Management, Loan Origination, Commercial Banking, Portfolio Management, Analysis, Real Estate, Small Business, Cash Flow, Retail Banking, Refinance
Education
Capella University 2010 — 2012
MBA, Accounting, 3.81
Capella University 2007 — 2009
Bachelor of Science, Business Administration, 3.67
Private Bank of Buckhead March 2015 - Present
BB&T May 2012 - March 2015
SunTrust Bank June 2006 - May 2012
Georgia Minority Supplier Development Council (GMSDC) September 2009 - January 2010
United Way of Coastal Georgia, Inc. August 2007 - December 2007
INROADS May 2005 - July 2007
Capitol City Bank & Trust Company February 2004 - May 2006
Skills
Banking, Account Management, Commercial Banking, Customer Service, Leadership, Microsoft Excel, Process Improvement, Public Speaking, Sales
Education
Clayton State University
Master of Business Administration (MBA)
Savannah State University
Bachelor of Business Administration (B.B.A.)
Private Bank of Buckhead April 2015 - Present
BrandMortgage June 2013 - March 2015
Fidelity Bank 2008 - May 2013
PGA TOUR Radio Network 1994 - 2007
Skills
Loans, Mortgage Banking, Customer Service, FHA, Residential Mortgages, Mortgage Lending, Financial Analysis, Real Estate, Investment Properties, Credit, Residential Homes, First Time Home Buyers, Loan Origination, Refinance, VA loans, USDA, Insurance, FHA financing, Foreclosures, Sales, Small Business Lending, Banking, Construction Loans, Certified Mortgage..., Real Estate Economics, Credit Analysis
Education
GA State University 1987 — 1989
Master of Science (MS), HRTA
University of Tennessee-Knoxville - College of Business Administration 1980 — 1984
BBA, Business/Finance
Georgia CIO Leadership Association 2003 - Present
Intellinet 1993 - Present
Wesleyan School 2006 - 2011
Private Bank of Buckhead 2006 - 2011
Intellinet December 1993 - May 2008
SafeNet November 1991 - December 1993
Carter 1987 - 1991
Pi Kappa Alpha 1988 - 1989
Skills
Entrepreneur, Leadership Development, Real Estate, Strategic Planning, Business Strategy, Marketing Strategy, Business Development, Change Management, Start-ups, New Business Development, Management Consulting, Mergers, Leadership, Project Management, Sales, Entrepreneurship
Education
Stetson University 1984 — 1988
BBA, Marketing
The Westminster Schools 1978 — 1984
SnoopWall, LLC September 2014 - Present
Cyber Defense Magazine 2014 - Present
MichaelJDaugherty.com 2013 - Present
MichaelJDaugherty.com 2013 - Present
Private Bank of Buckhead August 2012 - Present
LabMD June 1996 - Present
Mentor Corporation September 1985 - December 1998
Skills
Private Pilot, Author, Urology, Start-ups, Business Development, Mergers, Strategic Planning, Surgery, Mergers & Acquisitions, Public Speaking, Medical Devices, Sales, Social Media, Business Strategy, Strategy, Social Media Marketing, Team Building, Executive Management, Social Networking, Leadership, Marketing Strategy, Healthcare, Entrepreneurship, Research, Management Consulting, Operating Room, Marketing, Public Relations, Security, Small Business, Strategic Partnerships, Online Marketing, Cloud Computing, Motivational Speaking, Program Management, SEO, Leadership Development, Fundraising, SaaS, Cyberlaw, Cyber-security, Cybercrime
Education
University of Michigan-Ann Arbor 1978 — 1982
BA, Economics & Psychology
University of Michigan
Bachelor of Arts (B.A.), Economics
Sandler Training Atlanta, Georgia Sales Development November 2008 - Present
Private Bank of Buckhead September 2014 - March 2015
KeyCorp November 1986 - October 1997
Skills
Public Speaking, Leadership Development, Entrepreneurship, Executive Coaching, Small Business, Management Consulting, Strategic Planning, New Business Development, Coaching, Team Building, Nonprofits, Training, Customer Service, Sales
Education
Weatherhead School of Management at Case Western Reserve University 1987 — 1993
MBA
Denison University 1982 — 1986
BA, Political Science
Private Bank of Buckhead April 2015 - Present
HR Services by Karen Neely July 2011 - December 2013
Habersham Bancorp October 2000 - June 2011
NCS Mortgage Lending Company March 1996 - August 2000
Skills
Human Resources, Employee Relations, Employee Benefits, Benefits Administration, Talent Acquisition, HRIS, Talent Management, ADP Payroll, Customer Service, Recruiting, Microsoft Excel, Applicant Tracking..., Deferred Compensation, Training, Organizational..., Strategic Planning, Budget Process, Financial Analysis, Retirement Benefits, Succession Planning, Payroll, Employee Handbooks
Education
Florida Atlantic University
Private Bank of Buckhead January 2007 - Present
OMNI NATIONAL BANK 1999 - 2007
Skills
Sarbanes-Oxley Act, Banking, Financial Analysis, Auditing, Cash Management, Commercial Banking, Commercial Lending, Credit, Due Diligence, Enterprise Risk..., Financial Risk, Internal Audit, Internal Controls, Loans, Mergers, Retail Banking, Risk Management, Treasury Management, Vendor Management
Education
Keller Graduate School of Management of DeVry University 2005 — 2007
MAFM
Methodist University 1995 — 1998
BSA
Kitchens Kelley Gaynes, P.C. 1996 - Present
Hosea Feed the Hungry and Homeless 2009 - 2014
Private Bank of Buckhead 2007 - 2011
Frankel Hardwick Tanenbaum & Fink, PC 1987 - 1995
Dickstein Shapiro LLP 1984 - 1986
United States Securities and Exchange Commission 1982 - 1984
Congressman Elliott H. Levitas (D-GA) 1975 - 1979
Skills
Contract Negotiation, Estate Planning, Tax, Probate, Trusts, Corporate Law, Wills, Estate Administration, Due Diligence, Asset Management, LLC, Dispute Resolution, Wealth Transfer, Start-ups, Corporate Governance, High Net Worth..., Estate Tax Planning, Guardianship, Mergers, Negotiating Contracts, Buy-sell Agreements, Business Planning, Succession Planning, Tax Law, Arbitration, Powers of Attorney, Business Transactions, Business Formation, Legal Services, Gift Tax, Entity Formation, Living Trusts, Living Wills, Legal Advice, Special Needs Planning, Litigation, Mergers & Acquisitions, Legal Research, Mediation, Asset Managment
Education
Emory University School of Law 1979 — 1982
JD, Law
The George Washington University 1974 — 1978
BA, English, Economics, Religion, Communication
Briarcliff High School 1969 — 1974
Diploma, All
Private Bank of Buckhead April 2013 - September 2015
United Community Bank September 2005 - April 2013
Skills
Training, Loans, Sales, Leadership, Banking, Financial Analysis, Strategic Planning, Selling, Credit, Real Estate Economics, Finance, Commercial Banking, Due Diligence, Business Development
Education
Augusta State University - College of Business Administration
Bachelor’s Degree, Marketing
Georgia State University - J. Mack Robinson College of Business
Bachelor’s Degree, Business/Real Estate
Private Bank of Buckhead 2006 - Present
Habersham Funding, LLC March 2001 - Present
Life Insurance Settlement Association May 2000 - April 2014
Skills
Life Settlements, Investments, Insurance, Life Insurance, Estate Planning, Strategic Financial..., Financial Services, Retirement Planning, Finance, Leadership, Strategic Planning, Fixed Annuities, Long-term Care, Due Diligence, Wealth, Retirement, Small Business, High Net Worth..., Term Life Insurance, Funding, Entrepreneurship, Wealth Management, Portfolio Management, Investment Strategies, Financial Planners, Nonprofits, Disability Insurance, Financial Advisory, Asset Management, Securities, Banking, Employee Benefits, Investment Management, Social Networking, Health Insurance, Underwriting, Investment Advisory, Pensions, IRAs, Personal Finance, Structured Finance, 401k, Mutual Funds, Alternative Investments, Valuation, Trusts, Asset Allocation, Asset, Non-profits, Financial Planning
Education
Georgia Institute of Technology 1977 — 1980
Darlington School 1973 — 1977
Georgia Primary Bank September 2014 - Present
Rotary Club of Brookhaven March 2011 - Present
Private Bank of Buckhead March 2008 - September 2014
Bank of America 2006 - 2008
Bank of America 2003 - 2006
Skills
Mortgage Banking, Loans, Customer Service, Financial Analysis, Credit, Investments, Change Management, Commercial Banking, Cash Management, Banking, Due Diligence, Commercial Lending, Risk Management, Retail Banking, Strategic Planning, Real Estate, Mergers & Acquisitions, Leadership, Sales, Business Planning, Estate Planning, Small Business Lending, Strategic Financial..., Underwriting, Portfolio Management, Real Estate Economics, New Business Development, Credit Analysis, Mortgage Lending, Management Consulting, Business Development
Education
University of Georgia - Terry College of Business 2001 — 2003
BBA, Banking & Finance, Finance
Harding University 1999 — 2001
Business
Private Bank of Buckhead 2015 - Present
Skills
Mortgage Banking, Six Sigma Black Belt, Project Management, Banking, Loans, Credit, Business Management, Finance, Customer Service, Sales, Management, Sales Management, Microsoft Word, Leadership, Microsoft Office, Six Sigma, Process Improvement, Strategic Planning, Team Building, Analysis, Business Analysis
Education
Institute of Industrial Engineers-GA Tech Chapter
Six Sigma Black Belt
Northeastern Illinois University
Business Administration
Porter Keadle Moore August 2015 - Present
Georgia Commerce Bank March 2014 - Present
Private Bank of Buckhead September 2010 - March 2014
National Guaranty Mortgage April 2008 - September 2010
BNC Mortgage 2007 - 2007
Mortgage Lenders Network 2006 - 2007
First Mortgage Solutions 1997 - 2006
Skills
Mortgage Underwriting, Refinance, Mortgage Banking, Loans, Mortgage Lending
Education
Georgia State University College of Law 2000 — 2000
Law
Old Dominion University 1994 — 1997
BA, History
Valdosta State University 1989 — 1991
Private Bank of Buckhead July 2006 - Present
Riverside Bank January 2002 - June 2006
Education
Georgia State University
Private Bank of Buckhead January 2014 - Present
BrightPath Mortgage LLC September 2012 - January 2014
Zurix Inc. 2010 - September 2012
Credit Card Processing Consultants 2008 - 2011
Home Savings of America Georgia 2008 - 2010
Lenox Financial Mortgage 2004 - 2008
Russell H. Hippe & Associates, PC 1999 - 2004
Skills
Mortgage Lending, Business Development, Management, Customer Service, FHA, Loan Origination, Refinance, Residential Mortgages, Loans, Mortgage Banking, USDA, Finance, Real Estate, Foreclosures, Short Sales, Certified Mortgage..., VA loans, Referrals, Credit, FHA financing, Mortgage Underwriting, Reverse Mortgages, Construction Loans, Home Equity Loans, VA Loans, FHA Financing, Credit Analysis, Sales, Investment Properties, Marketing, Banking
Education
Kennesaw State University 1995 — 1999
BS, Communication, Honor Graduate
Capstone Institute of Mortgage Finance 2002 — 2002
Principles of Mortgage Finance
Cartersville High School 1988 — 1992
Private Bank of Buckhead October 2006 - Present
Omni National Bank April 2001 - October 2006
Milton National Bank April 1995 - May 1997
Metro Bank 1994 - 1996
Education
Kennesaw State University 1989 — 1991
BS, Early Education
Chamblee High School 1982 — 1987
Keller Williams Realty Peachtree Road September 2015 - Present
Ameris Bank January 2015 - Present
Private Bank of Buckhead June 2012 - December 2014
Self Employed August 2007 - April 2012
Harry Norman, Realtors April 2000 - August 2007
SunTrust Bank May 1996 - May 1999
Wachovia Bank March 1996 - May 1996
Wachovia Bank January 1988 - March 1996
Wachovia Bank January 1987 - January 1988
Wachovia Bank March 1985 - January 1987
Skills
Real Estate, Underwriting, Credit, Commercial Lending, Loans, Small Business Lending, Mortgage Lending, Commercial Banking, Customer Service, Strategic Planning, Financial Analysis, Banking, Portfolio Management, Financial Services, Leadership, Management, Sales
Education
The University of Georgia 1980 — 1984
BA, Psychology
Savannah Country Day School
Private Bank of Buckhead January 2014 - Present
BrightPath Mortgage LLC February 2011 - December 2012
Lenox Financial Mortgage August 2005 - November 2010
Skills
Refinance, Residential Mortgages, Mortgage Lending, Loan Origination, FHA, Loans, VA loans, Mortgage Banking, USDA, Credit, Credit Analysis, Investment Properties, FHA financing, Underwriting, Real Estate, Certified Mortgage...
Education
The University of Georgia 2000 — 2004
Bachelors degree, Business/Real Estate
Private Bank of Buckhead February 2014 - Present
Fidelity Bank August 2009 - January 2014
Georgian Bank January 2004 - August 2009
Wachovia Dealer Services 2000 - 2004
Bank of America 1992 - 2000
Education
University of North Carolina at Greensboro 1986 — 1990
BS, Information Systems and Operations Management
South Rowan High School
Private Bank of Buckhead January 2014 - Present
BrightPath Mortgage October 2012 - January 2014
Hersh Financial Group, LLC February 2008 - October 2012
Wilmington Finance August 2003 - August 2007
RBC Mortgage January 2002 - July 2003
Skills
Time Management, Self Starter, E-commerce, Mortgage Lending, FHA, Business Development, Funding, Microsoft Word, Underwriting, Income Statement, Loans, Performance Management, Sales, Mortgage Banking, Self-starter
Education
Georgia Southern University 1995 — 2000
Bachelor of Science, Chemistry
JTS Health Partners 2009 - Present
Private Bank of Buckhead January 2010 - Present
Siemens Healthcare 2005 - 2009
Siemens Healthcare 1998 - 2004
KPMG Peat Marwick 1997 - 1998
Value Oncology Sciences, Inc. 1995 - 1997
Coram Healthcare Corporation 1992 - 1995
IBM 1990 - 1992
Skills
Healthcare Information..., Healthcare, Healthcare Consulting, Revenue Cycle Management, Management Consulting, Financial Accounting, Business Development, Leadership, Strategic Planning, Strategy, Consulting, Business Planning, Financial Analysis, Due Diligence, Finance
Education
Kennesaw State University 1987 — 1992
Bachelor of Business Administration (BBA), Accounting
Private Bank of Buckhead March 2013 - Present
Highland Commercial Bank August 2011 - March 2013
Georgia Regional Mustang Club (NPO) January 2010 - August 2011
Security Exchange Bank January 2008 - August 2011
American Southern Bank December 2006 - December 2007
The Buckhead Community Bank March 2003 - November 2006
S. P. Richards February 1993 - February 2003
Skills
Certified Regulatory..., Deposits, Regulations, Commercial Lending, Commercial Banking, Core Banking, Loans, Banking, Financial Institutions, Retail Banking, AML, Credit
Education
Association for Certified Financial Crime Specialist 2014 — 2015
Certified Financial Crime Specialist, Financial Crime Mitigation, Recognition and Investigation
Georgia Department of Human Resources 2014 — 2014
Certification, At-Risk Adult Crime Tactices
The University of Georgia 2014 — 2014
Certificate of Legal Investigations, Legal Investigations
Identity Management Institute 2013 — 2013
Certified Red Flag Specialist, ID Theft Mitigation, Recognition of Red Flags, Investigation
American Bankers Association - Graduate School of Risk Management 2011 — 2011
Graduate
ABA/ICB 2010 — 2011
Certified Regulatory Compliance Manager Certification, Regulatory Compliance
American Bankers Association 2005 — 2011
Degree, Bank Operations
American Bankers Association 2005 — 2011
Degree, General Banking
GBA Bank Security Academy 2009 — 2010
Bank Security Officer, Bank Security
American Bankers Association · National Compliance School 2009 — 2009
Graduate