Alliance Bank & Trust
Description
Founded: 2003 Parent organization: AB&T Financial CORP Subsidiary: Alliance Bank & Trust Co.,Equity Compensation Plan
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Alliance Bank & Trust Employees
Employee
Years
Job
Industry
Roger Mobley Roger Mobley's Alliance Bank & Trust Experience February 2010 - Present
Job Chief Financial Officer, Alliance Bank & Trust
Industry Banking
Experience
UNC Charlotte, Belk College of Business, Department of Accounting 2014 - Present
Alliance Bank & Trust February 2010 - Present
Mountain 1st Bank & Trust September 2008 - February 2010
Elliott Davis January 2004 - August 2008
Skills
Banking, Financial Analysis, Financial Reporting, Accounting, Cash Management, Internal Controls, Mergers & Acquisitions, Risk Management, Loans, SEC filings, CPA, GAAP, Auditing, Sarbanes-Oxley Act, Financial Accounting, Due Diligence, Strategic Financial..., US GAAP, Cash Flow, Financial Modeling, Treasury Management, Managerial Finance, Financial Risk, Finance, Corporate Finance, General Ledger, Consolidation, External Audit
Education
College of Charleston 1993 — 1995
Masters, Accounting
College of Charleston 1989 — 1993
Bachelor's degree, Accounting and Business/Management
UNC Charlotte, Belk College of Business, Department of Accounting 2014 - Present
Alliance Bank & Trust February 2010 - Present
Mountain 1st Bank & Trust September 2008 - February 2010
Elliott Davis January 2004 - August 2008
Skills
Banking, Financial Analysis, Financial Reporting, Accounting, Cash Management, Internal Controls, Mergers & Acquisitions, Risk Management, Loans, SEC filings, CPA, GAAP, Auditing, Sarbanes-Oxley Act, Financial Accounting, Due Diligence, Strategic Financial..., US GAAP, Cash Flow, Financial Modeling, Treasury Management, Managerial Finance, Financial Risk, Finance, Corporate Finance, General Ledger, Consolidation, External Audit
Education
College of Charleston 1993 — 1995
Masters, Accounting
College of Charleston 1989 — 1993
Bachelor's degree, Accounting and Business/Management
Laura Hopper Laura Hopper's Alliance Bank & Trust Experience December 2009 - September 2010
Job Personal Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2011 - Present
Alliance Bank & Trust December 2009 - September 2010
Fifth Third Bank November 2003 - December 2009
First Union National Bank October 1997 - June 2003
Skills
Banking, Retail Banking, Financial Analysis, Customer Service, Customer Retention, Customer Satisfaction, Compliance, 10 Key, Store Vision Platform, Argo, Silverlake, Cross Selling, Referrals, Refinance, Loans, Home Equity Loans, Home Equity Lines of..., Credit Cards, Traditional IRA, Roth IRA, Certificates of Deposit, Account Management, Auditing, Cash Management, Financial Evaluations, Deposits, Loan Origination, Credit, Merchant Services, Credit Analysis, Finance, Financial Services, Lines Of Credit, Branch Banking, IRAs, Retirement Planning, Consumer Lending, Home Equity, Personal Finance, Retirement, Commercial Lending, Personal Banking, Small Business Lending, Small Business
Education
Cleveland Community College
Dental Hygiene/Hygienist
Wells Fargo November 2011 - Present
Alliance Bank & Trust December 2009 - September 2010
Fifth Third Bank November 2003 - December 2009
First Union National Bank October 1997 - June 2003
Skills
Banking, Retail Banking, Financial Analysis, Customer Service, Customer Retention, Customer Satisfaction, Compliance, 10 Key, Store Vision Platform, Argo, Silverlake, Cross Selling, Referrals, Refinance, Loans, Home Equity Loans, Home Equity Lines of..., Credit Cards, Traditional IRA, Roth IRA, Certificates of Deposit, Account Management, Auditing, Cash Management, Financial Evaluations, Deposits, Loan Origination, Credit, Merchant Services, Credit Analysis, Finance, Financial Services, Lines Of Credit, Branch Banking, IRAs, Retirement Planning, Consumer Lending, Home Equity, Personal Finance, Retirement, Commercial Lending, Personal Banking, Small Business Lending, Small Business
Education
Cleveland Community College
Dental Hygiene/Hygienist
Jennifer (Smith) Cross Jennifer (Smith) Cross's Alliance Bank & Trust Experience January 2013 - June 2013
Job Account Manager at Apex Systems
Industry Staffing and Recruiting
Experience
Apex Systems October 2013 - Present
Apex Systems July 2013 - October 2013
Alliance Bank & Trust January 2013 - June 2013
Harrington Bank November 2009 - December 2012
Harrington Bank January 2008 - November 2009
Harrington Bank February 2007 - January 2008
Skills
Banking, Customer Retention, Business Development, Sales, Customer Service, New Business Development
Education
University of North Carolina at Wilmington 2002 — 2006
Business, Finance
Apex Systems October 2013 - Present
Apex Systems July 2013 - October 2013
Alliance Bank & Trust January 2013 - June 2013
Harrington Bank November 2009 - December 2012
Harrington Bank January 2008 - November 2009
Harrington Bank February 2007 - January 2008
Skills
Banking, Customer Retention, Business Development, Sales, Customer Service, New Business Development
Education
University of North Carolina at Wilmington 2002 — 2006
Business, Finance
Nicholas Wartner Nicholas Wartner's Alliance Bank & Trust Experience October 2013 - Present
Job Portfolio Manager at Carolina Trust Bank
Industry Banking
Experience
Carolina Trust Bank November 2014 - Present
Alliance Bank & Trust October 2013 - Present
CommunityOne Bank, N.A. May 2008 - October 2013
Coastal Mortgage Services December 2006 - May 2008
Education
Winthrop University 2012 — 2014
Master of Business Administration (MBA), Finance
University of North Carolina at Wilmington 2002 — 2006
Bachelor of Science Business Administration, Economics & Finance
Carolina Trust Bank November 2014 - Present
Alliance Bank & Trust October 2013 - Present
CommunityOne Bank, N.A. May 2008 - October 2013
Coastal Mortgage Services December 2006 - May 2008
Education
Winthrop University 2012 — 2014
Master of Business Administration (MBA), Finance
University of North Carolina at Wilmington 2002 — 2006
Bachelor of Science Business Administration, Economics & Finance
Stephen Summers Stephen Summers's Alliance Bank & Trust Experience August 2014 - Present
Job Operations Manager
Industry Banking
Experience
Alliance Bank & Trust August 2014 - Present
First Citizens Bank (legacy Mountain 1st Bank) January 2014 - August 2014
Mountain 1st Bank & Trust June 2011 - December 2013
Mountain 1st Bank & Trust February 2008 - June 2011
Mountain 1st Bank & Trust August 2006 - February 2008
Skills
Leadership, Management, Banking, Risk Management, Team Building, Strategic Planning, Leadership Development, Small Business, Operations Management, Vendor Management, Business Continuity..., Information Security, Information Technology, Information Security..., Business Development, Team Leadership, Cross-functional Team..., Process Improvement, Cash Management, Business Intelligence, Customer Service, Time Management, Commercial Banking, Coaching, Training, Retail Banking, Organizational..., New Business Development, Finance, Public Speaking, Management Consulting, Administration, System Administration
Education
Northern Baptist Theological Seminary 1997 — 2001
Doctor of Ministry, Worship Studies
Southwestern Baptist Theological Seminary 1986 — 1990
Master's Degree, Missions
Gardner-Webb University 1981 — 1986
Bachelor's Degree, Religion, Music
Alliance Bank & Trust August 2014 - Present
First Citizens Bank (legacy Mountain 1st Bank) January 2014 - August 2014
Mountain 1st Bank & Trust June 2011 - December 2013
Mountain 1st Bank & Trust February 2008 - June 2011
Mountain 1st Bank & Trust August 2006 - February 2008
Skills
Leadership, Management, Banking, Risk Management, Team Building, Strategic Planning, Leadership Development, Small Business, Operations Management, Vendor Management, Business Continuity..., Information Security, Information Technology, Information Security..., Business Development, Team Leadership, Cross-functional Team..., Process Improvement, Cash Management, Business Intelligence, Customer Service, Time Management, Commercial Banking, Coaching, Training, Retail Banking, Organizational..., New Business Development, Finance, Public Speaking, Management Consulting, Administration, System Administration
Education
Northern Baptist Theological Seminary 1997 — 2001
Doctor of Ministry, Worship Studies
Southwestern Baptist Theological Seminary 1986 — 1990
Master's Degree, Missions
Gardner-Webb University 1981 — 1986
Bachelor's Degree, Religion, Music
Peter Sepp Bernet Peter Sepp Bernet's Alliance Bank & Trust Experience April 2012 - March 2013
Job Portfolio Manager at Carolina Trust Bank
Industry Banking
Experience
Carolina Trust Bank November 2014 - Present
Carolina Trust Bank March 2013 - November 2014
Alliance Bank & Trust April 2012 - March 2013
Gap Inc./Old Navy November 2011 - April 2012
Gaston County Fleet Maintenance August 2008 - January 2009
AUTOBELL Car Wash May 2007 - August 2007
City Dog January 2006 - May 2006
McLaurin Parking Company April 2005 - September 2005
Skills
Commercial Banking, Financial Accounting, Financial Risk, Financial Analysis, Customer Service, Logistics, Shipping, Credit, Analysis, Cash Flow, Loans, Banking, Credit Analysis, Commercial Lending, Small Business Lending
Education
University of North Carolina at Greensboro 2009 — 2011
Bachelor of Arts, Economics
North Carolina State University 2006 — 2008
Course work, engineering and economics
Ashbrook High 2002 — 2006
Carolina Trust Bank November 2014 - Present
Carolina Trust Bank March 2013 - November 2014
Alliance Bank & Trust April 2012 - March 2013
Gap Inc./Old Navy November 2011 - April 2012
Gaston County Fleet Maintenance August 2008 - January 2009
AUTOBELL Car Wash May 2007 - August 2007
City Dog January 2006 - May 2006
McLaurin Parking Company April 2005 - September 2005
Skills
Commercial Banking, Financial Accounting, Financial Risk, Financial Analysis, Customer Service, Logistics, Shipping, Credit, Analysis, Cash Flow, Loans, Banking, Credit Analysis, Commercial Lending, Small Business Lending
Education
University of North Carolina at Greensboro 2009 — 2011
Bachelor of Arts, Economics
North Carolina State University 2006 — 2008
Course work, engineering and economics
Ashbrook High 2002 — 2006
Matt Triplett Matt Triplett's Alliance Bank & Trust Experience January 2007 - August 2010
Job Market Vice President at The Fidelity Bank
Industry Banking
Experience
The Fidelity Bank Market Vice PresidentThe Fidelity BankAugust 2010 - Present
Alliance Bank & Trust January 2007 - August 2010
SouthTrust Bank June 2001 - October 2003
Skills
Banking, Sales, Small Business Lending, Credit, Leadership, Team Building, Loans, Strategic Planning, Financial Analysis, Commercial Lending, Financial Services, Commercial Banking, Underwriting, Consumer Lending, Sales Management, Credit Analysis
Education
Gardner-Webb University
Master of Business Administration (MBA), Accounting and Business Administration
Gardner-Webb University
Bachelor of Science (BS), Accounting and Business Adminsistration
The Fidelity Bank Market Vice PresidentThe Fidelity BankAugust 2010 - Present
Alliance Bank & Trust January 2007 - August 2010
SouthTrust Bank June 2001 - October 2003
Skills
Banking, Sales, Small Business Lending, Credit, Leadership, Team Building, Loans, Strategic Planning, Financial Analysis, Commercial Lending, Financial Services, Commercial Banking, Underwriting, Consumer Lending, Sales Management, Credit Analysis
Education
Gardner-Webb University
Master of Business Administration (MBA), Accounting and Business Administration
Gardner-Webb University
Bachelor of Science (BS), Accounting and Business Adminsistration
Rick Houser Rick Houser's Alliance Bank & Trust Experience August 2010 - Present
Job Board Member at Cramerton ABC Board
Industry Banking
Experience
Cramerton ABC Board February 2015 - Present
Holy Angels January 2015 - Present
Alliance Bank & Trust August 2010 - Present
Gaston Regional Chamber 2006 - Present
Rotary 1998 - 2012
The Fidelity Bank May 1993 - July 2010
New York Life Insurance Company April 1991 - April 1993
United Carolina Bank September 1984 - March 1991
Skills
Corporate Finance, Sales Management, Small Business Lending, Loans, Underwriting, Credit Analysis, Credit, Treasury Management, Commercial Banking, Mortgage Lending, Banking, Consumer Lending, Customer Service, Retail Banking, Business Development, Finance, Leadership, Management, Lines Of Credit, Commercial Mortgages, Portfolio Management, Loan Origination, Credit Risk, Mortgage Banking, Cash Management, Risk Management, Cross Selling, Financial Analysis, Refinance, Residential Mortgages, Investments, SBA, Financial Services, Asset Based Lending, Wealth Management, Financial Risk, Strategic Financial...
Education
Graduate School of Banking at LSU 2006 — 2009
Banking, Banking and Financial Support Services
University of North Carolina at Chapel Hill 1985 — 1988
NC School of Banking, Banking and Financial Support Services
Appalachian State University 1982 — 1984
B. S., International Management, Summa Cum Laude
Caldwell Community College and Technical Institute 1980 — 1982
Associate's degree, Business Administration and Management, General
Cramerton ABC Board February 2015 - Present
Holy Angels January 2015 - Present
Alliance Bank & Trust August 2010 - Present
Gaston Regional Chamber 2006 - Present
Rotary 1998 - 2012
The Fidelity Bank May 1993 - July 2010
New York Life Insurance Company April 1991 - April 1993
United Carolina Bank September 1984 - March 1991
Skills
Corporate Finance, Sales Management, Small Business Lending, Loans, Underwriting, Credit Analysis, Credit, Treasury Management, Commercial Banking, Mortgage Lending, Banking, Consumer Lending, Customer Service, Retail Banking, Business Development, Finance, Leadership, Management, Lines Of Credit, Commercial Mortgages, Portfolio Management, Loan Origination, Credit Risk, Mortgage Banking, Cash Management, Risk Management, Cross Selling, Financial Analysis, Refinance, Residential Mortgages, Investments, SBA, Financial Services, Asset Based Lending, Wealth Management, Financial Risk, Strategic Financial...
Education
Graduate School of Banking at LSU 2006 — 2009
Banking, Banking and Financial Support Services
University of North Carolina at Chapel Hill 1985 — 1988
NC School of Banking, Banking and Financial Support Services
Appalachian State University 1982 — 1984
B. S., International Management, Summa Cum Laude
Caldwell Community College and Technical Institute 1980 — 1982
Associate's degree, Business Administration and Management, General
Bill Sudyk Bill Sudyk's Alliance Bank & Trust Experience 2003 - 2008
Job Member Manager at Glen & Hewett Investment Banking
Industry Capital Markets
Experience
Glen & Hewett May 2013 - Present
Pisgah Community Bank 2010 - 2013
First Trust Bank 2008 - 2010
Alliance Bank & Trust 2003 - 2008
SouthTrust Bank 1985 - 2003
BB&T 1983 - 1995
Education
LSU Graduate School of Banking
The Citadel
Glen & Hewett May 2013 - Present
Pisgah Community Bank 2010 - 2013
First Trust Bank 2008 - 2010
Alliance Bank & Trust 2003 - 2008
SouthTrust Bank 1985 - 2003
BB&T 1983 - 1995
Education
LSU Graduate School of Banking
The Citadel
Whitney Bruce, CPA's Alliance Bank & Trust Experience September 2009 - August 2010
Job Senior Finance Manager TIAACREF
Industry Banking
Experience
TIAA-CREF August 2015 - Present
Bank of America November 2013 - July 2015
Bank of America August 2010 - November 2013
Alliance Bank & Trust September 2009 - August 2010
Elliott Davis September 2008 - August 2009
Cherry Bekaert & Holland June 2007 - August 2008
Porter Keadle Moore, LLP August 2005 - May 2007
CFO Today / LedgerPlus, Inc. December 2003 - June 2005
Skills
GAAP, Auditing, Internal Controls, Financial Reporting, Financial Analysis, Accounting, Sarbanes-Oxley Act, SEC filings, External Audit, Financial Accounting, Financial Statements, Treasury Management, Risk Management, Finance, Internal Audit, SEC Filings
Education
Florida State University - College of Business 2001 — 2005
BS, Accounting
Florida State University - College of Business 2001 — 2005
BS, Finance
TIAA-CREF August 2015 - Present
Bank of America November 2013 - July 2015
Bank of America August 2010 - November 2013
Alliance Bank & Trust September 2009 - August 2010
Elliott Davis September 2008 - August 2009
Cherry Bekaert & Holland June 2007 - August 2008
Porter Keadle Moore, LLP August 2005 - May 2007
CFO Today / LedgerPlus, Inc. December 2003 - June 2005
Skills
GAAP, Auditing, Internal Controls, Financial Reporting, Financial Analysis, Accounting, Sarbanes-Oxley Act, SEC filings, External Audit, Financial Accounting, Financial Statements, Treasury Management, Risk Management, Finance, Internal Audit, SEC Filings
Education
Florida State University - College of Business 2001 — 2005
BS, Accounting
Florida State University - College of Business 2001 — 2005
BS, Finance
Jordan Lunsford's Alliance Bank & Trust Experience December 2012 - May 2013
Job Account Executive
Industry Telecommunications
Experience
Accu-Tech Corporation May 2013 - Present
Alliance Bank & Trust December 2012 - May 2013
Grandover Resort May 2012 - December 2012
Preferred ChildCare, Inc. November 2008 - October 2011
EFG :: Entertainment Fusion Group June 2011 - August 2011
Bear Creek Marina May 2007 - August 2009
Skills
Microsoft Office, Public Relations, Social Media, Press Releases, Leadership, Event Planning, Photoshop, Relationship Development, Time Management, Goal Oriented, Social Media Marketing, Facebook, Social Networking, Trendwatching, Teamwork, Fundraising, Marketing Communications, Marketing, PowerPoint, Sales, Datacom, Fiber Optic Networks, Structured Cabling, Telecommunications, Physical Security, Distributed Antenna..., Connectivity, Account Management, Logistics Management, A/V systems, Customer Service
Education
University of North Carolina at Greensboro 2008 — 2012
Bachelor of Arts (B.A.), Communication Studies
Accu-Tech Corporation May 2013 - Present
Alliance Bank & Trust December 2012 - May 2013
Grandover Resort May 2012 - December 2012
Preferred ChildCare, Inc. November 2008 - October 2011
EFG :: Entertainment Fusion Group June 2011 - August 2011
Bear Creek Marina May 2007 - August 2009
Skills
Microsoft Office, Public Relations, Social Media, Press Releases, Leadership, Event Planning, Photoshop, Relationship Development, Time Management, Goal Oriented, Social Media Marketing, Facebook, Social Networking, Trendwatching, Teamwork, Fundraising, Marketing Communications, Marketing, PowerPoint, Sales, Datacom, Fiber Optic Networks, Structured Cabling, Telecommunications, Physical Security, Distributed Antenna..., Connectivity, Account Management, Logistics Management, A/V systems, Customer Service
Education
University of North Carolina at Greensboro 2008 — 2012
Bachelor of Arts (B.A.), Communication Studies
Blair Heffner's Alliance Bank & Trust Experience September 2009 - February 2011
Job Operations Specialist at Adhesion Wealth Advisor Solutions
Industry Investment Management
Experience
Adhesion Wealth Advisor Solutions February 2011 - Present
Alliance Bank & Trust September 2009 - February 2011
Skills
Account Reconciliation, Portfolio Management, Investments, General Ledger, Mutual Funds, Securities, Fixed Income, Asset Management, Alternative Investments
Education
East Carolina University 2005 — 2009
Finance
East Carolina University 2005 — 2009
Finance
Adhesion Wealth Advisor Solutions February 2011 - Present
Alliance Bank & Trust September 2009 - February 2011
Skills
Account Reconciliation, Portfolio Management, Investments, General Ledger, Mutual Funds, Securities, Fixed Income, Asset Management, Alternative Investments
Education
East Carolina University 2005 — 2009
Finance
East Carolina University 2005 — 2009
Finance