Treaty Oak Bank
Industry: Bank holding company
DescriptionHeadquarters: West Lake Hills, TX Founded: 2003
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Treaty Oak Bank Employees
Employee
Years
Job
Industry
Brittany Rogers Brittany Rogers's Treaty Oak Bank Experience January 2009 - May 2010
Job Credit Analyst at First Lockhart National Bank
Industry Banking
Experience
First Lockhart National Bank April 2013 - Present
Emerge Fellowship 2014 - 2015
Independent Bank June 2010 - March 2013
Treaty Oak Bank January 2009 - May 2010
American State Bank December 2006 - September 2008
First National Bank Texas 2001 - 2006
Skills
Credit Analysis, Commercial Lending, Loans, Banking, Commercial Banking, Credit, Credit Risk, Small Business Lending, Retail Banking, Financial Analysis, Portfolio Management, Risk Management, Relationship Management, Investment Banking, Business Loans, Real Estate, Lines Of Credit, Underwriting
Education
Texas Tech University - Rawls College of Business 2006 — 2008
Master of Business Administration (MBA), Finance, General
Texas Tech University 2002 — 2006
General Studies, General Studies
RMA
First Lockhart National Bank April 2013 - Present
Emerge Fellowship 2014 - 2015
Independent Bank June 2010 - March 2013
Treaty Oak Bank January 2009 - May 2010
American State Bank December 2006 - September 2008
First National Bank Texas 2001 - 2006
Skills
Credit Analysis, Commercial Lending, Loans, Banking, Commercial Banking, Credit, Credit Risk, Small Business Lending, Retail Banking, Financial Analysis, Portfolio Management, Risk Management, Relationship Management, Investment Banking, Business Loans, Real Estate, Lines Of Credit, Underwriting
Education
Texas Tech University - Rawls College of Business 2006 — 2008
Master of Business Administration (MBA), Finance, General
Texas Tech University 2002 — 2006
General Studies, General Studies
RMA
Juliann Ashabranner Juliann Ashabranner's Treaty Oak Bank Experience October 2011 - January 2013
Job Bank Officer/Banking Center Operations Manager at Northstar Bank of Texas
Industry Banking
Experience
Northstar Bank of Texas January 2013 - Present
Treaty Oak Bank October 2011 - January 2013
Treaty Oak Bank May 2009 - October 2011
JCPenney November 2006 - November 2008
Dollar General June 2006 - August 2006
Skills
Customer Service, Public Speaking, Event Planning, Graphic Design, Illustrator, Teaching, Banking, Retail, Sales, Time Management, Team Building
Education
McMurry University 2005 — 2009
Bachelor of Arts, Sociology
Brackett High School
Northstar Bank of Texas January 2013 - Present
Treaty Oak Bank October 2011 - January 2013
Treaty Oak Bank May 2009 - October 2011
JCPenney November 2006 - November 2008
Dollar General June 2006 - August 2006
Skills
Customer Service, Public Speaking, Event Planning, Graphic Design, Illustrator, Teaching, Banking, Retail, Sales, Time Management, Team Building
Education
McMurry University 2005 — 2009
Bachelor of Arts, Sociology
Brackett High School
Randy Meeks Randy Meeks's Treaty Oak Bank Experience 2004 - 2010
Job President and Manager at TX TMS, LLC D/B/A Texas Trusted Management Services
Industry Financial Services
Experience
Business Consulting 2010 - Present
TX TMS, LLC D/B/A Texas Trusted Management Services 2015 - Present
Jackson Investment Company 2012 - December 2014
Business Bank of Texas 2013 - 2014
First Citizens Bank 2011 - 2012
Treaty Oak Bank 2004 - 2010
Art Office Signs 1995 - 2004
Union National Bank (now part of Bank of America) 1989 - 1995
Allied Bank of Texas (now part of Wells Fargo) 1982 - 1989
Skills
Corporate Finance, Commercial Real Estate, Commercial Lending, Business Development, Executive Management, Small Business, Strategic Planning, Financial Analysis, Consulting, Commercial Banking, Sales, Budgets, Loans, Customer Service, Cash Management, Asset Management, Finance, Management, Credit, Banking, Managerial Finance
Education
Graduate School of Banking, University of Colorado 1990 — 1992
The University of Texas at Austin 1978 — 1982
Bachelor of Business Administration (B.B.A.), Finance, General
Stratford High School, Houston, Texas
Business Consulting 2010 - Present
TX TMS, LLC D/B/A Texas Trusted Management Services 2015 - Present
Jackson Investment Company 2012 - December 2014
Business Bank of Texas 2013 - 2014
First Citizens Bank 2011 - 2012
Treaty Oak Bank 2004 - 2010
Art Office Signs 1995 - 2004
Union National Bank (now part of Bank of America) 1989 - 1995
Allied Bank of Texas (now part of Wells Fargo) 1982 - 1989
Skills
Corporate Finance, Commercial Real Estate, Commercial Lending, Business Development, Executive Management, Small Business, Strategic Planning, Financial Analysis, Consulting, Commercial Banking, Sales, Budgets, Loans, Customer Service, Cash Management, Asset Management, Finance, Management, Credit, Banking, Managerial Finance
Education
Graduate School of Banking, University of Colorado 1990 — 1992
The University of Texas at Austin 1978 — 1982
Bachelor of Business Administration (B.B.A.), Finance, General
Stratford High School, Houston, Texas
Kelli Nash Kelli Nash's Treaty Oak Bank Experience 2003 - 2011
Job Branch Manager/Escrow Officer at Independence Title (formerly Texas American Title)
Industry Real Estate
Experience
Texas American Title Company June 2013 - Present
Treaty Oak Bank 2003 - 2011
Skills
Title Insurance, Escrow, New Home Sales, Short Sales, REO, Single Family Homes, Foreclosures, Sellers, First Time Home Buyers, 1031 Exchanges
Education
The University of Texas at Austin
Bachelor’s Degree, Finance
Texas American Title Company June 2013 - Present
Treaty Oak Bank 2003 - 2011
Skills
Title Insurance, Escrow, New Home Sales, Short Sales, REO, Single Family Homes, Foreclosures, Sellers, First Time Home Buyers, 1031 Exchanges
Education
The University of Texas at Austin
Bachelor’s Degree, Finance
Sharon Waits's Treaty Oak Bank Experience October 2004 - August 2011
Job Banker's Assistant at First Citizens Bank
Industry Banking
Experience
First Citizens Bank August 2011 - Present
Treaty Oak Bank October 2004 - August 2011
PlainsCapital Bank November 2002 - October 2004
Dell Financial Services 1997 - 1999
Texas Commerce Bank 1987 - 1997
Education
Louisiana Tech University 1980 — 1984
First Citizens Bank August 2011 - Present
Treaty Oak Bank October 2004 - August 2011
PlainsCapital Bank November 2002 - October 2004
Dell Financial Services 1997 - 1999
Texas Commerce Bank 1987 - 1997
Education
Louisiana Tech University 1980 — 1984
Jay Orr Jay Orr's Treaty Oak Bank Experience March 2007 - February 2009
Job SVP Bank Capital Group at Commerce Street Capital,LLC
Industry Investment Banking
Experience
Commerce Street Capital,LLC June 2011 - Present
Southwest Financial Alliance 2009 - June 2011
Treaty Oak Bank March 2007 - February 2009
Commercial Capital Bank July 2005 - February 2007
Skills
Mergers & Acquisitions, Investments, Portfolio Management, Finance, Banking, Management, Financial Services, Strategic Planning, Securities, Asset Management, Valuation, Private Equity, Strategy, Equities, Financial Analysis, Mutual Funds, Investment Banking, Customer Service, Credit, Capital Markets
Education
Angelo State University
B.S., Psychology
Commerce Street Capital,LLC June 2011 - Present
Southwest Financial Alliance 2009 - June 2011
Treaty Oak Bank March 2007 - February 2009
Commercial Capital Bank July 2005 - February 2007
Skills
Mergers & Acquisitions, Investments, Portfolio Management, Finance, Banking, Management, Financial Services, Strategic Planning, Securities, Asset Management, Valuation, Private Equity, Strategy, Equities, Financial Analysis, Mutual Funds, Investment Banking, Customer Service, Credit, Capital Markets
Education
Angelo State University
B.S., Psychology
Bonnie Welles's Treaty Oak Bank Experience June 2010 - September 2010
Job Commercial Lending Assistant, American Bank
Industry Banking
Experience
American Bank N.A. February 2012 - Present
American Bank N.A. February 2012 - Present
American Bank February 2012 - Present
Anthem Bank & Trust March 2011 - Present
First Financial Bank and Trust 2011 - 2011
Treaty Oak Bank June 2010 - September 2010
Capital CDC July 2005 - June 2010
Capital Certified Development Corporation July 2005 - May 2010
Capital CDC June 2006 - January 2007
Capital CDC December 2005 - June 2006
Skills
Loan Origination, Mortgage Lending, Credit, Underwriting, Time Management, Banking, Loans, Marketing, Commercial Banking, Small Business Lending
Education
Indiana University - Northwest 1971 — 1975
Psychology, Creative Writing
Austin Community College
Financial Accounting & Analysis
Buchanan Business College
Business Administration
Donaldson Training Center of Louisiana
Indiana University
Psychology, Creative Writing
Lowell High School
American Bank N.A. February 2012 - Present
American Bank N.A. February 2012 - Present
American Bank February 2012 - Present
Anthem Bank & Trust March 2011 - Present
First Financial Bank and Trust 2011 - 2011
Treaty Oak Bank June 2010 - September 2010
Capital CDC July 2005 - June 2010
Capital Certified Development Corporation July 2005 - May 2010
Capital CDC June 2006 - January 2007
Capital CDC December 2005 - June 2006
Skills
Loan Origination, Mortgage Lending, Credit, Underwriting, Time Management, Banking, Loans, Marketing, Commercial Banking, Small Business Lending
Education
Indiana University - Northwest 1971 — 1975
Psychology, Creative Writing
Austin Community College
Financial Accounting & Analysis
Buchanan Business College
Business Administration
Donaldson Training Center of Louisiana
Indiana University
Psychology, Creative Writing
Lowell High School
Billy Cano Billy Cano's Treaty Oak Bank Experience March 2007 - August 2011
Job Regional Sales Director at SmartStep Solutions
Industry Financial Services
Experience
SmartStep Solutions August 2011 - Present
Treaty Oak Bank March 2007 - August 2011
Bank of America September 2005 - February 2007
Skills
Financial Analysis, Sales Management, New Business Development, Small Business, Business Development, Customer Service, Project Management, Microsoft Office, Business Planning, Public Speaking, Banking, Strategic Planning, Sales, Team Building
Education
Austin Community College 2008 — 2010
Bowie High School 2000 — 2004
SmartStep Solutions August 2011 - Present
Treaty Oak Bank March 2007 - August 2011
Bank of America September 2005 - February 2007
Skills
Financial Analysis, Sales Management, New Business Development, Small Business, Business Development, Customer Service, Project Management, Microsoft Office, Business Planning, Public Speaking, Banking, Strategic Planning, Sales, Team Building
Education
Austin Community College 2008 — 2010
Bowie High School 2000 — 2004
Amanda Downey's Treaty Oak Bank Experience December 2005 - June 2006
Job Campus Aid
Industry Education Management
Experience
Bridge Point Elementary September 2013 - Present
Bridge Point Elementary September 2013 - November 2013
Eanes ISD August 2012 - September 2013
Bridge Point Elementary January 2013 - April 2013
Alliance Residential Company May 2008 - August 2008
Treaty Oak Bank December 2005 - June 2006
Skills
Event Planning, Microsoft Office, Microsoft Excel, Social Media, PowerPoint, QuickBooks, Public Speaking, Social Networking, Microsoft Word, Fundraising, Facebook, Editing, Sales, Customer Service, Leadership
Education
Texas State University-San Marcos 2009 — 2012
Bachelor of Education (B.Ed.), ESL/Generalist, EC-6th
Blinn College 2007 — 2009
Associate's degree, General Studies
Westlake High School 2004 — 2007
Bridge Point Elementary September 2013 - Present
Bridge Point Elementary September 2013 - November 2013
Eanes ISD August 2012 - September 2013
Bridge Point Elementary January 2013 - April 2013
Alliance Residential Company May 2008 - August 2008
Treaty Oak Bank December 2005 - June 2006
Skills
Event Planning, Microsoft Office, Microsoft Excel, Social Media, PowerPoint, QuickBooks, Public Speaking, Social Networking, Microsoft Word, Fundraising, Facebook, Editing, Sales, Customer Service, Leadership
Education
Texas State University-San Marcos 2009 — 2012
Bachelor of Education (B.Ed.), ESL/Generalist, EC-6th
Blinn College 2007 — 2009
Associate's degree, General Studies
Westlake High School 2004 — 2007
Stephanie McNamara Stephanie McNamara's Treaty Oak Bank Experience June 2011 - November 2012
Job Operations Specialist at Treaty Oak Bank
Industry Banking
Experience
Treaty Oak Bank June 2011 - November 2012
Treaty Oak Bank October 2008 - June 2011
Skills
Microsoft Office, Customer Service, Word, Banking, Outlook, Coaching, Research, Back Office, Cash Management, Fedline Advantage, Strategic Planning
Education
Austin Community College 2004 — 2005
Office Administration
Marble Falls High School 2000 — 2004
Treaty Oak Bank June 2011 - November 2012
Treaty Oak Bank October 2008 - June 2011
Skills
Microsoft Office, Customer Service, Word, Banking, Outlook, Coaching, Research, Back Office, Cash Management, Fedline Advantage, Strategic Planning
Education
Austin Community College 2004 — 2005
Office Administration
Marble Falls High School 2000 — 2004
Mariam Parker's Treaty Oak Bank Experience April 2004 - May 2008
Job Idealogist + Connector + Food Lover
Industry Marketing and Advertising
Experience
Austin Food & Wine Alliance November 2011 - Present
MeFoodie May 2010 - Present
Westlake Chamber of Commerce May 2011 - February 2012
Texas Protax Austin, Inc May 2009 - May 2011
Tammadge Market Research, Inc. September 2008 - May 2009
Mary Louise Butters Brownies November 2008 - February 2009
Westlake Products, Inc June 2008 - September 2008
Treaty Oak Bank April 2004 - May 2008
Skills
Social Media, Guerrilla Marketing, Marketing Strategy, Marketing Communications, Customer Relations, Event Management, Press Releases, Event Planning, Social Media Marketing, B2B, Media Relations, Customer Service, Advertising, Public Relations, Blogging, Facebook, Market Research, Business Development, Social Networking, Email Marketing, Online Marketing, Marketing, Integrated Marketing, Online Advertising, Sales, Digital Marketing, Brand Development, Brand Awareness, Copywriting, Newsletters, Strategic Communications, Direct Marketing, SEO, Media Planning, Digital Media, Publicity, Corporate Communications
Education
The University of Texas at Austin 1999 — 2003
BS, Communication Studies, Corporate Communications, Business
Austin Food & Wine Alliance November 2011 - Present
MeFoodie May 2010 - Present
Westlake Chamber of Commerce May 2011 - February 2012
Texas Protax Austin, Inc May 2009 - May 2011
Tammadge Market Research, Inc. September 2008 - May 2009
Mary Louise Butters Brownies November 2008 - February 2009
Westlake Products, Inc June 2008 - September 2008
Treaty Oak Bank April 2004 - May 2008
Skills
Social Media, Guerrilla Marketing, Marketing Strategy, Marketing Communications, Customer Relations, Event Management, Press Releases, Event Planning, Social Media Marketing, B2B, Media Relations, Customer Service, Advertising, Public Relations, Blogging, Facebook, Market Research, Business Development, Social Networking, Email Marketing, Online Marketing, Marketing, Integrated Marketing, Online Advertising, Sales, Digital Marketing, Brand Development, Brand Awareness, Copywriting, Newsletters, Strategic Communications, Direct Marketing, SEO, Media Planning, Digital Media, Publicity, Corporate Communications
Education
The University of Texas at Austin 1999 — 2003
BS, Communication Studies, Corporate Communications, Business
Munira Makhani Munira Makhani's Treaty Oak Bank Experience January 2007 - May 2012
Job Vice President Mortgage Operations at Affiliated Mortgage Company a division of Benchmark Bank
Industry Banking
Experience
Affiliated Mortgage Company June 2013 - Present
SWBC Mortgage July 2012 - April 2013
Treaty Oak Bank January 2007 - May 2012
Skills
Compliance, Processing, Closing, Funding, Quality Assurance, Servicing, Credit, Mortgage Marketing, Mortgage Lending
Education
Triton College 1982 — 1984
Associate's degree, Accounting and Finance
Addison Trail 1979 — 1982
Affiliated Mortgage Company June 2013 - Present
SWBC Mortgage July 2012 - April 2013
Treaty Oak Bank January 2007 - May 2012
Skills
Compliance, Processing, Closing, Funding, Quality Assurance, Servicing, Credit, Mortgage Marketing, Mortgage Lending
Education
Triton College 1982 — 1984
Associate's degree, Accounting and Finance
Addison Trail 1979 — 1982
Josh Parsons's Treaty Oak Bank Experience February 2007 - June 2011
Job System Engineer, Production Operations at IMS Health
Industry Information Technology and Services
Experience
IMS Health February 2014 - Present
IMS Health August 2012 - February 2014
RLI Technology Group August 2011 - August 2012
Treaty Oak Bank February 2007 - June 2011
Skills
Network Administration, Windows Server, Windows, System Administration, Servers, Project Management, Cloud Computing, Microsoft SQL Server, Microsoft Exchange, Hyper-V, Cloud Computing IaaS, Amazon EC2, MySQL, Apache 2, IIS, Active Directory, Small Business Server, Microsoft Office, Office 365, Customer Service, Network Infrastructure, TCP/IP, Migration Projects
Education
The University of Texas at Austin 2000 — 2004
BS, Electrical and Computer Engineering
IMS Health February 2014 - Present
IMS Health August 2012 - February 2014
RLI Technology Group August 2011 - August 2012
Treaty Oak Bank February 2007 - June 2011
Skills
Network Administration, Windows Server, Windows, System Administration, Servers, Project Management, Cloud Computing, Microsoft SQL Server, Microsoft Exchange, Hyper-V, Cloud Computing IaaS, Amazon EC2, MySQL, Apache 2, IIS, Active Directory, Small Business Server, Microsoft Office, Office 365, Customer Service, Network Infrastructure, TCP/IP, Migration Projects
Education
The University of Texas at Austin 2000 — 2004
BS, Electrical and Computer Engineering
Jamie Roeling's Treaty Oak Bank Experience 2008 - 2011
Job SVP / COO at Far West Capital || Asset Based Lending || Factoring || Finance || Austin
Industry Banking
Experience
Far West Capital January 2014 - Present
3G Partners LLC 2011 - Present
Far West Capital January 2013 - January 2014
Treaty Oak Bank 2008 - 2011
Treaty Oak Bank April 2006 - 2008
Skills
Strategic Planning, Commercial Lending, Commercial Banking, Project Management, Financial Modeling, Financial Analysis, Banking, Due Diligence, Loans, Risk Management, Finance, Executive Management, Business Strategy, Business Development, Credit Analysis, Mergers & Acquisitions, Leadership
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1999 — 2000
MBA
Rhodes College 1992 — 1996
BA, Biology
Far West Capital January 2014 - Present
3G Partners LLC 2011 - Present
Far West Capital January 2013 - January 2014
Treaty Oak Bank 2008 - 2011
Treaty Oak Bank April 2006 - 2008
Skills
Strategic Planning, Commercial Lending, Commercial Banking, Project Management, Financial Modeling, Financial Analysis, Banking, Due Diligence, Loans, Risk Management, Finance, Executive Management, Business Strategy, Business Development, Credit Analysis, Mergers & Acquisitions, Leadership
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1999 — 2000
MBA
Rhodes College 1992 — 1996
BA, Biology
Erica Llewellyn's Treaty Oak Bank Experience 2009 - 2010
Job Certified Personal Trainer/ Pilates instructor at Life Time Fitness
Industry Health, Wellness and Fitness
Experience
Life Time Fitness November 2010 - May 2014
Treaty Oak Bank 2009 - 2010
Washington Mutual 2007 - 2008
Compass Bank 2005 - 2007
Education
The University of Texas at Austin 2001 — 2004
BA, Economics
Life Time Fitness November 2010 - May 2014
Treaty Oak Bank 2009 - 2010
Washington Mutual 2007 - 2008
Compass Bank 2005 - 2007
Education
The University of Texas at Austin 2001 — 2004
BA, Economics
Joy Meadows's Treaty Oak Bank Experience December 2008 - August 2009
Job Trust Associate at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2010 - Present
Treaty Oak Bank December 2008 - August 2009
IRS October 2008 - December 2008
Internal Revenue Service 2008 - 2008
Education
Austin Community College
The University of Texas at Austin
Westlake
Wells Fargo January 2010 - Present
Treaty Oak Bank December 2008 - August 2009
IRS October 2008 - December 2008
Internal Revenue Service 2008 - 2008
Education
Austin Community College
The University of Texas at Austin
Westlake
Coralie Pledger's Treaty Oak Bank Experience September 2006 - February 2011
Job Chief Financial Officer
Industry Financial Services
Experience
Austin Community Foundation April 2015 - Present
Self-Employed February 2011 - Present
Austin Community Foundation for the Capital Area November 2011 - Present
Treaty Oak Bank September 2006 - February 2011
Self-Employed May 2003 - September 2006
Navigant Consulting January 1992 - May 2003
KPMG June 1979 - June 1984
Skills
Financial Analysis, Strategic Planning, Forensic Accounting, Due Diligence, Organizational..., Operational Cost..., Financial Modeling, Financial Forecasting, Cash Flow Forecasting, Nonprofit Accounting, Corporate Budgeting, SEC Financial Reporting, Corporate Fraud..., Accounting, SEC filings, Finance, Mergers & Acquisitions, Strategy, Fundraising, Public Speaking, SEC Filings, Budgets, Nonprofits
Education
The University of Texas at Austin 1976 — 1979
BBA, Accounting
Cooper High School
Austin Community Foundation April 2015 - Present
Self-Employed February 2011 - Present
Austin Community Foundation for the Capital Area November 2011 - Present
Treaty Oak Bank September 2006 - February 2011
Self-Employed May 2003 - September 2006
Navigant Consulting January 1992 - May 2003
KPMG June 1979 - June 1984
Skills
Financial Analysis, Strategic Planning, Forensic Accounting, Due Diligence, Organizational..., Operational Cost..., Financial Modeling, Financial Forecasting, Cash Flow Forecasting, Nonprofit Accounting, Corporate Budgeting, SEC Financial Reporting, Corporate Fraud..., Accounting, SEC filings, Finance, Mergers & Acquisitions, Strategy, Fundraising, Public Speaking, SEC Filings, Budgets, Nonprofits
Education
The University of Texas at Austin 1976 — 1979
BBA, Accounting
Cooper High School
Louisa Day's Treaty Oak Bank Experience September 2010 - June 2011
Job Asst. Vice President Trust Administrator at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
The Arc of Texas January 2015 - July 2015
The Arc of Texas April 2013 - January 2015
Operation Mobilization August 2012 - February 2013
The Arc of Texas July 2011 - July 2012
Treaty Oak Bank September 2010 - June 2011
Treaty Oak Bank March 2010 - September 2010
Bank of America October 2009 - February 2010
Pine Cove May 2009 - August 2009
Specialties Photography February 2007 - April 2009
Skills
Customer Service, Data Entry, Loans, Event Planning, Microsoft Office, Fundraising, Banking, Leadership, Social Media, Trusts, Special Needs Trusts, Time Management, Financial Accounting, Public Speaking, Microsoft Word, Microsoft Excel
Education
Texas A&M University 2006 — 2009
Bachelors, Sociology
Wells Fargo July 2015 - Present
The Arc of Texas January 2015 - July 2015
The Arc of Texas April 2013 - January 2015
Operation Mobilization August 2012 - February 2013
The Arc of Texas July 2011 - July 2012
Treaty Oak Bank September 2010 - June 2011
Treaty Oak Bank March 2010 - September 2010
Bank of America October 2009 - February 2010
Pine Cove May 2009 - August 2009
Specialties Photography February 2007 - April 2009
Skills
Customer Service, Data Entry, Loans, Event Planning, Microsoft Office, Fundraising, Banking, Leadership, Social Media, Trusts, Special Needs Trusts, Time Management, Financial Accounting, Public Speaking, Microsoft Word, Microsoft Excel
Education
Texas A&M University 2006 — 2009
Bachelors, Sociology
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